Send Your eReferral

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

  • 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.

  • 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).
  • 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.
PS Suite Med Access Accuro OSCAR Pro OSCAR Other EMR

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.
Have more questions? Submit a request