You can create and configure the link settings for your Website Forms from the eRequests section of the Admin tab in the Ocean Portal.
These settings include the name of your Website Forms, type, URL, linked eForms, etc.
Create a new Website Forms configuration.
- Login to the Ocean Portal and navigate to the Admin tab.
- Enter the "eRequest" section (from the menu along the left).
- Click the "New eRequest Configuration" button (at the bottom righthand corner of the screen).
Configure your Website form settings.
- The name of your Website form (for your tracking purposes).
- Directory Listing
- Your listing that you listed and/or claimed in Step 1 (a.k.a. your clinic/site name).
- Website Forms Type
- Here, you can choose whether the request will be for physicians (e.g. a requisition form) or for patients (e.g. intake, Rx renewal requests, etc.).
- Redirect URL
- This will take the form completer to a specific URL once they're finished completing the Website form. You can set this to your own clinic website to redirect them back to your own site.
- Subsite Reference
- This will only apply if you have Website form fees covered by different payers. More information about subsites can be found in "Creating Separate Bills for Different Ocean Services".
- Requisition eForm
- Here, you can pick the form that you want to appear on your Website form. Pick a favourite group if you want multiple forms to appear in sequence.
- Send a notification email when accepting this submission
- This will allow you to send patients a notification by email when the request has been successfully received.
- Note: Forms must be configured to collect and populate email information in order for this feature to work.
- Once the “Active” button is enabled, you will begin getting billed for Website Forms. If you are not ready to activate the form yet, simply disable this option.
- Click "Create" to finish creating your Website Forms.
Activate your Website Forms.