Confirm Your eReferral Site Settings

Once we have validated your site, log in to your Ocean Portal and navigate to the Admin tab to ensure that your directory listing is correct and that you are ready to accept eReferrals.

You can now start receiving eReferrals immediately.

  1. Confirm your listing has been validated

    • Once your listing has been validated by CognisantMD, log in to the Ocean Portal and navigate to your site's Admin tab.
  2. Start accepting eReferrals

    • Check off "Accept eReferrals" in the "Site Features" section.
  3. Confirm your contact information

    • Under the Directory Listings menu, in the "Contact Information" panel, this information can be updated and will be displayed on the Ocean Healthmap.
  4. Add your "Appointment Labels"

    • The appointment labels in the "Service Details" panel will impact the different appointment types that appear in the scheduling pane of incoming referrals. Labels include: Appointment 1, Appointment 2, Appointment 3, Appointment 4, Appointment 5, Initial Visit Date, Follow-Up Date, Consultation Date, Surgical Date, and Procedure Date.
    • The appointment label determines which appointment(s) on the referral are used in wait time calculations. The following appointment labels are associated with a Wait 1, and will map to the scheduledAppointment field in your site's referral analytics:
      • Appointment
      • Appointment 1
      • Initial Visit Date
      • Consultation Date
    • These appointment labels are associated with a Wait 2, and will map to the scheduledAppointment2 field in the analytics:
      • Surgery Date
      • Procedure Date
    • You can only have one appointment label associated with Wait 1, and only one associated with a Wait 2, on a single referral, otherwise Ocean will default to using the first appropriate label listed on the referral.
    • Example: A surgical office could use the Consultation Date label for their Wait 1, and the Surgical Date label for their Wait 2.
  5. Add your listed "Offers"

    • Offers allow Healthmap users to search for your location based on the services you provide. Your listing's offers are updated in the "Service Details" panel.
  6. Choose your "Referral Form"

  7. Set your "eReferral Policies"

    • Ensure your listing is set to Accept eReferrals (automatically checked when Step 2 above is completed)
    • Choose whether you would like to split incoming referrals with multiple services into separate referrals.

If your site falls under the System Coordinated Access program, there are several additional steps to configure your listing.

  1. Apply to Regional Authority

    • The System Coordinated Access program offers Ocean eReferral licenses to eligible sites in participating LHINs. You can apply for one in your region by clicking "Apply to Regional Authority" in the "Contact Information" panel and accepting the license agreement
  2. Add your central intake listing (if applicable)

    • Central intakes accept and triage eReferrals based on region and pathway. By adding a central intake to your listing in the "Service Details" panel, referrals sent to your site will be routed through the central intake.
  3. You may also accept direct referrals outside of central intakes (Optional)

    • Some sites that receive eReferrals through a central intake may also want to receive direct eReferrals for other services. If you would like to configure direct eReferrals for specific health offerings, select the offer(s) in the "Service Details" panel and add your custom referral form within that listing.
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