Create an Ocean-specific user in PS Suite, which will then be used to configure your Cloud Connect integration using the EMR Instance ID and Secret credentials acquired from your EMR.
Note: You will need to be an admin user in PS Suite to complete this step.
Create a new PS Suite user, named "Ocean Connect".
- This Ocean Connect user will serve as a makeshift user that Ocean Cloud Connect will use when saving notes.
- You can create a user in the "Edit Users" dialog box that can be accessed from the dashboard, under the Settings menu (you will need administrative privileges in PS Suite to access this dialog).
- Make sure you save the Ocean Connect user with the following details:
- Initials "OCNC"
- Role: "Other Health Professional"
- Authority: "User"
- Special Privileges: box checked
- View Privileges: "All"
- Action Privileges: "Notes"
- On the same window, under "Accessible Locations", make sure that the Ocean Connect user has access to all locations.
Pair the Ocean Connect user to the EMR credentials.
- Go back to the dashboard, open the Settings menu, and this time, select "Preferences".
- Enter your password to access the preferences dialog. Note that you will need administrative access to your PS Suite EMR to be able to access this dialog.
- Select "Mobile" from the list of preferences options along the left. Note that you will only be able to access this area if you have your mobile TELUS API set up.
Note: Depending on your version of PS Suite, the appearance and layout of the Mobile section may differ. Check which version of PS Suite you are currently running to determine which of the below instructions applies to you.
- Under the Extension Application header located on the left-hand side of the page, select Integration Management.
- Locate the Ocean by CognisantMD entry and click the purple "Configure" button.
Please refer to these instructions only if you have specifically been directed to do so by CognisantMD Support.
- In the window that appears, click the box labeled "Enable Ocean by CognisantMD."
- Under the "Select User" dropdown, ensure the newly created Ocean user is selected.
- Note down the values listed under "EMR Instance ID" and "EMR Secret." These two values will need to be entered into Cloud Connect to authenticate the Ocean site with your PS Suite instance.
It is recommended you (temporarily) copy these to a text file on your computer for ease of use when completing your Cloud Connect integration.
- Press the "SAVE" button to enable the integration.
- Select "Device Management" on the left and proceed to select "Connect, Ocean" as your mobile device user.
- With the Ocean user selected, click the purple "Pair Device" button.
- You will then be prompted to select a calendar. Select any calendar and continue.
- Note: Selecting a calendar is solely used to help create an initial connection between your EMR and Ocean. Choosing a specific provider's calendar does not limit or lock you into only accessing their patients through the Ocean platform.