Send Your eReferral – OceanMD

Complete the eReferral form and send your referral off to the referral site.

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.
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 under 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).
Click the "Send Referral" button to send your eReferral.
Note: If the referral listing you are sending to is under a Regional Authority, you must accept the agreement located beside the “Send Referral” button the first time an eReferral is being submitted.

Once sent, you will see a confirmation window with the option to print a copy of the referral for the patient.

The referral note and Ocean eReferral form are automatically downloaded into the patient chart. An internal PS message can also be triggered to the PS user/group of your choice, so they can follow up on the referral, in the specified number of days.

The eReferral information summary will automatically populate into the patient's 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.

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.

The eReferral information summary will automatically populate as a PDF in the Documents area of the patient's chart.

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.