PS Suite: Managing Blue-Barred Ocean Notes

If a specific user has "Data Entries Require Review" selected in their PS Suite user settings, any notes they write will get blue barred and assigned to their supervising doctor for review. This would include Ocean notes, if that user happens to be the first one to enter a patient chart when an Ocean note is ready to download. As the user's initials are getting tied to the downloaded Ocean note, the note gets blue barred and sent to their supervising doctor for review.

Follow the steps below to prevent these blue-barred notes from downloading when a user with this "needs review" setting enters a patient chart.

  • Insert the Ocean custom form into a test patient's chart in PS Suite by clicking the Ocean logo on the Ocean toolbar.
  • Select "Settings" on the Ocean custom form.
  • Enter your Ocean username and password to access the settings menu. Once there, click "Advanced...".
  • Double click on "Autodownload Even If User Notes Need Review: Y" to change it to "N".
  • This will set it so that the Ocean notes will not download automatically for users who's notes need review, and therefore they will no longer be blue barred.
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