Normally, Ocean will automatically resynchronize appointments with the Accuro appointment schedule every 30 minutes. This is generally a sufficient time frame to have all the patients who need to fill out Ocean forms, loaded into Ocean.
However, if you go to email a patient more than a week in advance of their appointment, you may sometimes find that they are not in Ocean yet. Not to worry - you can easily upload this patient into Ocean by using a Ocean online message CDS link or the "Fetch Patient" feature in the Ocean Portal.
After your patient has been uploaded into Ocean, you can send the patient a message by clicking on their name, as you normally would.
- Once you've selected a patient in your Accuro EMR, you can use either the "Ocean Portal" or "Send Ocean Online Message" CDS link from the main target Accuro menu to directly upload a patient into Ocean, right from your EMR.
- Once you've selected the CDS link for the patient, Ocean should upload the patient into less than 30 seconds.
- Once the patient has successfully been uploaded into Ocean, you should be redirected to either the Ocean Portal with the patient selected or the Ocean online message editor window.
- Ensure that the patient exists in Accuro already, with a health number in their chart.
- If you've just created the patient in Accuro, click the "Synchronize Appointments" option in the Patients tab of the Ocean Portal
- From within the same tab, enter the patient's health number into the "HN..." field, under "Fetch Patient".
- The patient will appear as a row containing "...", "...", the patient's health number and a clock symbol for a few seconds, while Ocean pulls the patient from Accuro.
- Once Ocean has found the patient, their name and information will populate (and the source of the patient will be "EMR"), signifying that the patient has been successfully uploaded into Ocean.
