PS Suite: Enabling Auto-Downloading of Ocean Notes

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").
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