Complete the eReferral form and send your referral off to the referral recipient.
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Complete the eReferral form, as required. If you initiated the referral from an integrated EMR, patient contact information and other required details will be automatically pre-populated. Complete the remaining fields as required.
Note: The 'Email' field in the Patient Information section supports only one patient email address per eReferral. Do not include more than one email patient address in this field.
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Include any relevant attachments by pressing the 'Add Attachments' button and selecting them from your computer.
Note: If you are a Med Access user and using the Ocean-MA Extension you will be automatically prompted to include any queued attachments as soon as the referral form is opened.
If you are a PS Suite, Accuro, or OSCAR Pro user and you initiated your eReferral with an attachment, it will be automatically included below the 'Add Attachments' button.
- If you are sending an eReferral as a delegate, you will need to select the appropriate provider that you are referring on behalf of (from the dropdown menu at the top of the "Referrer Information" panel).
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Click the "Send Referral" button to send your eReferral.
Note: If the Directory Listing you are sending to is accepting referrals under a Regional Authority (such as a provincial eReferral initiative), you must accept the Regional Authority's Terms of Use located beside the “Send Referral” button the first time you send eReferral.
- Once sent, you will see a confirmation window with the option to print a copy of the referral for the patient.
- The eReferral will then be documented in the patient's chart.
The referral note and the Ocean eReferral Custom Form are automatically downloaded into the patient chart.
Using the Ocean eReferral Custom Form, an internal PS message can optionally be triggered to the PS user/group of your choice as a reminder follow up on the referral in the specified number of days. The Ocean eReferral Custom Form Also also offers a shortcut to quickly create a PSS Pending Test / Consult.
- 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 eReferral information summary will automatically populate into the patient's chart as an Active Task with a PDF attachment of the referral record. Any file attachments included with the referral will also be included in the PDF referral record.
- 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 the configuration of your Cloud Connect settings, the eReferral information summary will automatically populate either as an Encounter Note, or as a PDF file in the Documents area of the patient's chart.
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Note: It is recommended that your Cloud Connect settings are configured to save sent and received referrals as Documents to ensure that any referral file attachments are automatically imported into Accuro.
- When your Cloud Connect settings are configured to save sent referrals as Documents, any file attachments included at the time of sending the referral will also be included in the PDF referral record.
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- By default, the Document Provider will be 'Unassigned'. However, automatic Document Provider assignment can be enabled in your Cloud Connect settings.
- The eReferral information summary will automatically populate as a PDF in the Documents area of the patient's chart. Any file attachments included with the referral will also be included in the PDF referral record.
- A new Consultation will also be automatically generated in the patient's chart.
- Click the “Download” button from the Ocean Toolbar.
- The eReferral information will populate into the progress notes section of the patient’s Encounter chart.
- If you are using a non-integrated EMR, you can copy and paste the information from the confirmation window directly into your patient's chart in your EMR.