Create & Configure Your eRequest Link

You can create and configure your eRequest link settings from the eRequests section of the Admin tab in the Ocean Portal.

These settings include your eRequest name, type, URL, eForm, etc.

  1. Create a new eRequest configuration.

    • Login to the Ocean Portal and navigate to the Admin tab.
    • Enter the "eRequest Links" section (from the menu along the left).
    • Click the "New eRequest Configuration" button (at the bottom righthand corner of the screen).
  2. Configure your eRequest settings.

    • Name
      The name of your eRequest link (for your tracking purposes).
      Directory Listing
      Your listing that you listed and/or claimed in Step 1 (a.k.a. your clinic/site name).
      eRequest Type
      Here, you can choose whether the eRequest 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 eRequest 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 eRequest 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 eRequest link. Pick a favourite group if you want multiple forms to appear in sequence.
      Send a notification email when accepting this eRequest
      This will allow you to send patients a notification by email when the eRequest 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 this eRequest. If you are not ready to activate the eRequest yet, simply disable this option.
    • Click "Create" to finish creating your eRequest link.
  3. Activate your eRequest link.

    • Once you've finished creating and configuring your eRequest link, you can change the "Active" status at any time. In this section, you can also always access your existing eRequest links, configure your eRequest settings, or create new eRequest links at any time.
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