After a patient completes an Ocean eForm, the resultant clinical note should auto-populate into their chart in PS Suite.
If you find that the notes are not auto-downloading into the patient's chart, you may need to enable the auto-download settings in your Ocean custom form by following the steps below.
- Enter a test patient's chart in PS Suite.
- Insert the Ocean custom form by clicking the Ocean logo on the Ocean toolbar.
- Click the "Settings" button on the Ocean custom form.
- Enter your Ocean username and password to authenticate yourself and access the Ocean settings menu.
- Note: You will need to be an administrator on your Ocean site to access this settings menu.
- Select "Advanced..." from the Settings menu.
- For the 3 fields that start with "Auto-download", ensure that they are set to "Y".
- If the fields are set to "N", simply double-click each field to change it to "Y".
- If the fields are already set to "Y", click Cancel to exit the dialog box (which will keep the fields set to "Y").