Users can use the "View My Account" page to customize their Ocean account and billing settings.
- The Account page can be accessed by clicking your name at the top right-hand corner of the Ocean Portal and selecting "View My Account" from the dropdown menu.
- In the Account tab, you can edit your contact and user information (top half), as well as your clinical contact information for eReferrals (bottom half).
- Email Address:
- This is the email address associated with your Ocean account.
- Clinical Delegate Email:
- This email address will receive clinical notification emails associated with any emails sent by this Ocean user (e.g. patient replies, patient form completions, etc.). If left blank, Ocean will default to sending these emails to the email address associated with your Ocean account.
- Referral Notification Email:
- If you are part of the Ocean eReferral Network, this email address will receive notifications associated with any referrals that you have sent (e.g. booking confirmations, edits, etc.)
- City, Clinic/Hospital Name:
- These fields are optional, but are helpful in ensuring that you are associated with the correct Ocean site.
- EMR User Name:
- This is the user name associated with your EMR login. Your EMR user name and your Ocean user name MUST match in order to enable smooth integration with your EMR. For PS Suite and OSCAR users, this field will automatically update if you launch Ocean from the Ocean custom form.
- Subsite Reference:
- If you are associated with a subsite within your Ocean site (for separate billing purposes), you can select the appropriate subsite from here. If your site has no subsites, leave this field set to "None".
- Subscriptions:
- If you wish, you can subscribe to daily or weekly Ocean usage reports, to see assess how and when your Ocean features are being used.
- Clinical contact information:
- Here you can edit the contact information that will appear on the Ocean eReferral Network (if you have an Website Forms link or are part of the eReferral network).
- If you're sending an eReferral, this information is pulled into the "Referrer's Information" fields at the bottom of the referral form.
- You'll want to ensure your Clinician Type is set correctly to one of the following: Allied Health Professional, Family Physician, Medical Student, MOA/Secretary, Nurse, Nurse Practitioner, Resident, Specialist, or Other.
- In the Billing tab, you can add/edit your credit card information and view/pay for your monthly invoices.
- Credit Card:
- If you are the payer for your site, you will need to enter your credit card information in here. We accept Visa, MasterCard, and American Express (it will show up on your statement as "CognisantMD Ocean". Once you enter your credit card information, this credit card will be charged on a monthly basis for your site's Ocean usage.
- Invoices:
- From here, you can view and/or pay for your site's current and previous invoices, at any time.
- In the Delegates tab, you can add clinical delegates, who can send out Patient Messages or eReferrals on your behalf.
- Or, if you are a delegate for another Ocean user, you can view the providers who have added you as their delegate.
- You can add any number of delegates and select one of them to be your primary delegate, who will be covered under your own Patient Messages subscription.
- To learn about how to add a delegate user to your account, please refer to: Set a Delegate User for Your Ocean Account.
- Note: The primary delegate MUST be either an: MOA, receptionist, nurse, resident or student.