Once your Website Forms are active, you can start collecting submissions from patients, which you can manage from within the Website Forms view of the Ocean Portal.
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Enable email notifications for website form submissions
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If you would like to receive email notifications for incoming website form submissions, login to the Ocean Portal, click the Menu button, select Admin, and select Site Account.
Enter the email address that you would like to receive notifications for your website form submission in the Website Form Notification Email field. Multiple email addresses can be separated by a comma or semicolon.
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View your submissions
- Submissions can be viewed in the Website Forms view in the Ocean Portal.
- You can view them in the "New" inbox and triage them accordingly.
- To learn more about the different inboxes, please refer to Website Form Inboxes.
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Import submissions into your EMR.
PS Suite Cloud Connect Integration
If the submission is from a patient who already exists in your EMR and your eForm is configured to map the patients health card number to the EMR, the submission will be automatically imported into the corresponding patient chart as an encounter note.
If the submission is from a brand new patient without an existing chart in your EMR, Ocean will automatically create a new patient chart and import the note into it as an encounter note.
In both cases, demographic information that was collected in the submission will populate into the corresponding EMR fields based on the eForm configuration.
PS Suite Custom Form Integration
- If the submission is from a patient who already exists in your EMR, open their chart and press the 'Import' button on the Ocean toolbar. Enter the numeric import code provided by Ocean to import the submission into the chart as an encounter note.
- If the submission is from a brand new patient who does not have a chart in your EMR, create a new stub chart and then press the 'Import' button on the Ocean toolbar. Enter the numeric import code provided by Ocean to import the submission into the chart as an encounter note.
- In both cases, demographic information that was collected in the submission will populate into the corresponding EMR fields based on the eForm configuration.
- The information is automatically downloaded into the patient's chart with the matching health number in Med Access, or if no chart with a matching health number exists, a new chart will be created. In both cases, demographic information that was collected in the submission will populate into the corresponding EMR fields based on the eForm configuration.
- The submission will be stored in the patient's chart as an active Task with a PDF attachment containing the submission information.
The information is automatically downloaded into the patient's chart with the matching health number in Accuro, or if no chart with a matching health number exists, a new chart will be created. In both cases, demographic information that was collected in the submission will populate into the corresponding EMR fields based on the eForm configuration.
The submission will be stored in the patient's chart as either Encounter Note or a Document, depending on your Cloud Connect configuration.
- If the submission is from a patient who already exists in your EMR, open their chart and press the 'Import' button on the Ocean toolbar. Enter the numeric import code provided by Ocean to import the submission into the chart.
- If the submission is from a brand new patient who does not have a chart in your EMR, create a new stub chart and then press the 'Import' button on the Ocean toolbar. Enter the numeric import code provided by Ocean to import the submission into the chart.
- In both cases, demographic information that was collected in the submission will populate into the corresponding EMR fields based on the eForm configuration.
The information is automatically downloaded as a PDF Document into the patient's chart with the matching health number in OCSAR Pro, or if no chart with a matching health number exists, a new chart will be created. In both cases, demographic information that was collected in the submission will populate into the corresponding EMR fields based on the eForm configuration.
If you use a non-integrated EMR, you can download the submission as a PDF using the green 'Download' button on the import window, and then upload it into your EMR.
For more details on how to import Website form submissions into your EMR, please refer to Importing Website Form Submissions from the Ocean Portal to an EMR.