You will receive email notifications about the status of your referral(s).
From there, you can view and track the status of your referral from within your EMR and/or the eReferrals & eConsults View of the Ocean Portal.
View your eReferral.
After sending an eReferral from PSS, the referral note and the Ocean eReferral Custom Form are automatically downloaded into the patient chart. You can access and view the eReferral by clicking the "Open" button in the Ocean eReferral form.
- If the 'Automatically Import Attachments to EMR' setting is disabled in your Cloud Connect configuration, the referral note will be added to the patient chart as only a textual Progress Note.
- If the 'Automatically Import Attachments to EMR' setting is enabled in your Cloud Connect configuration, the referral note will be added to the patient chart as both a textual Progress Note and a referral record PDF attached to an additional Progress Note. The referral PDF includes any attachments that were included at the time of sending the referral.
- The Ocean Toolbar will also update with a link displaying the number of outstanding (active) eReferrals associated with that patient in Ocean.
- Clicking this link, OR the "View in Ocean" link, will open the patient's Ocean dashboard where you can find a table of the active sent eReferrals for the patient. You can select a specific referral from the table to open it and view further details, or make updates to it.
- You can view the referral information summary in the patient chart as an Active Task with a PDF attachment of the referral.
- For detailed information on the logic that Ocean uses to assign the task to an EMR user, please refer to the Ocean Note Tasks support article.
Ocean-MA Extension: Task Category and Type Adjustments
- If you use the Ocean-MA Extension, it will automatically recognize upon opening the Task that it is related to an Ocean eReferral.
- The extension will automatically adjust the Task 'Category' and 'Type' values to correspond with the Ocean eReferral.
After reviewing the changes and making any other necessary adjustments to the Task, click 'Save'. The Task will be automatically categorized into the 'Active Requests' section of the corresponding 'Consults ' or 'Investigations' area of the patient chart.
- Depending on your site's Cloud Connect settings, after sending an eReferral from Accuro, Ocean will download the referral as an Encounter Note or as a Document.
- If you have configured your Cloud Connect settings to save referrals as an Encounter Note, you can view the generated eReferral Summary as an Encounter Note in the patient's chart.
- If you have configured your Cloud Connect settings to save referrals as a Document, you can view the complete referral PDF as a Document in the patient's Virtual Chart, under the folder you selected in your Cloud Connect settings.
- You can view the referral information summary as a PDF in the Documents area of the patient's chart.
- A new Consultation will also be automatically generated in the patient's chart.
- You can view the downloaded eReferral summary as an encounter note in the patient's chart.
- You can view your eReferrals in the eReferrals & eConsults area of the Ocean Portal.
- To view the eReferrals that you've sent select the 'Sent (All)' option in the left sidebar.
Check the status of your eReferral.
- When the status of the eReferral changes, the Ocean eReferral form in the patient chart will automatically be updated. You can access and review the status of that individual referral at any time from the patient chart. Click "Open" for more details.
- To review the statuses of all active referrals for that patient, select the "View in Ocean" or "# outstanding" links on the Ocean Toolbar. In the Active Referrals Sent table, the corresponding status of each referral can be viewed in the Status column. Click anywhere on an individual referral line to open it for more details.
- View the status of the referral by pressing the "Launch" icon from within the patient's chart.
- Locate the "Ocean"" extension, and select "View Patient".
- This opens the Ocean Patient Summary where you can view the status of the any active eReferrals.
- View the status of the referral by using the 'View Patient Summary' global CDS link.
- Alternatively, you can use the 'Summary' button on the action bar.
- This opens the Ocean Patient Summary where you can view the status of the any active eReferrals.
- When the status of the eReferral changes in Ocean, the status of Consultation in OSCAR Pro will be automatically updated using the following mappings:
- 'Awaiting Response' and 'Pending Booking' in Ocean = 'Pending Specialist Callback' in OSCAR Pro
- 'Booked Unconfirmed' in Ocean = 'Pending Patient Callback' in OSCAR Pro
- 'Booked Confirmed' in Ocean = 'Booking Confirmed' in OSCAR Pro
- 'Completed', 'Cancelled', and 'Declined' in Ocean = 'Completed' in OSCAR Pro
- When an Appointment Date, Appointment Time, and optional Booking Comments are added to the Ocean eReferral by the referral recipient, they will be added to the respective 'Appointment Date', 'Appointment Time', and 'Appointment Notes ' fields in the OSCAR Pro Consultation.
- The 'Edit on Ocean' button can be clicked at any time to open the Ocean eReferral to view more details.
-
The 'Ocean Toolbar' in the chart will also be updated to reflect the number of active eReferrals for the patient.
Note: It may take up to 1 hour for the number of active eReferrals to update.
- Clicking the number of active eReferrals on the toolbar opens the Ocean Patient Dashboard, where you can view the status of the any active eReferrals.
- When the status of the eReferral changes, the Ocean eReferral will automatically be updated in the Ocean Portal. To access the eReferral window, open the “Encounter” window for the patient. Click the “eReferrals” link on the Ocean toolbar.
- This opens the patient’s Ocean dashboard where you can view the status of the any active eReferrals.
- If you are using a non-integrated EMR, you can view and check the status of your eReferral in the eReferrals & eConsults area of the Ocean Portal.
If you've linked your referral to your own Ocean account, you will also automatically receive email updates when the status of your eReferral changes (i.e. if it's booked, cancelled, or changed). More details about these email updates can be found in the article "Where do eConsult and/or eReferral notification emails get sent to?".