Once you've completed your tablet setup, you are ready to start distributing tablets out to your patients to complete questionnaires and surveys!
The steps below describe the typical workflow of a clinic that uses Patient Tablets for patient forms.
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Add forms for the patient to fill out.
- Add forms from the Ocean Toolbar by selecting "Add Form" or "Favourite".
- Open the patient's chart and access the TELUS Launcher.
- Under My Extensions, find Ocean by CognisantMD. Select Add Form.
- Add forms using CDS links to the Ocean Portal, Patient Dashboard or direct "Add Form" CDS links.
- Add forms from the Ocean eForm (accessed via the shortcut on the Schedule) or the Ocean Toolbar by using the 'Add Form' button.
- Add forms from the Ocean eForm (accessed via the shortcut on the Schedule) or the Ocean Toolbar by using the 'Add Form' button.
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- Login to the Ocean Portal. If you aren't already in the Patients view, click the "Menu" button in the top left corner and select "Patients". Click on the patient and select "Add eForm...".
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Obtain the patient's Ocean reference number.
- Find the reference number on the Ocean Toolbar.
- After adding the eForm for the patient, you'll be in the Patient Dashboard page. Obtain the patient's Ocean Ref # under their name.
- If you used the Ocean Portal or Patient Dashboard CDS link, you will find the patient's Ocean Ref # under their name.
- Find the reference number on the Ocean eForm or on the Ocean Toolbar.
- Find the reference number on the Ocean eForm or on the Ocean Toolbar.
- In the Patients view of the Ocean Portal, under the "Reference #" column, obtain the patient's 3- or 4-digit number.
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Enter the Ocean reference number into the Patient Tablet.
- Enter the Ocean reference number into by Patient Tablet using the on-screen keypad. This initiates the patient's session on the tablet.
- Once initiated, hand the tablet to the patient to fill out their forms.
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Review the generated clinical note.
- The Ocean-generated clinical note should automatically download into the patient's chart as an encounter note. From there, you can edit the note directly, if necessary.
- If any demographics information was edited these changes should be automatically reflected in the demographics fields for this patient in your EMR.
- Open the patient's encounter screen.
- There should be a "Download" button that has appeared on the Ocean Toolbar.
- Clicking this "Download" button will result in the the Ocean-generated clinical note being automatically downloaded into the patient's chart. From there, you can edit the note directly, if necessary.
- If any demographics information or mapped measurements was edited, these changes should be automatically reflected in the corresponding fields for this patient in your EMR.
- If your Cloud Connect settings have been configured to save eForm notes as Documents, the Ocean-generated note will automatically download as a PDF file into the Documents area of the patient's chart.
- If your Cloud Connect settings have been configured to save eForm notes as Encounter Notes, the Ocean-generated note will automatically download as a new Encounter Note in the patient's chart.
- If any demographic information was updated, these changes should be automatically reflected in the corresponding fields for this patient in your EMR.
- Review the Ocean-generated clinical note by clicking on the patient in the Patients view of the Ocean Portal.
- The note will already be pre-selected, enabling convenient copy and paste of the generated note into the patient's chart in your EMR (if desired).