Learn how to import notes from eReferral requisition forms from the eRequests tab of the Ocean Portal into the patient's chart in your EMR.
- If you are a PS Suite or OSCAR user, and you have a patient chart with a matching health number, the eReferral will automatically import into the patient's chart. If there is no chart with a matching health number, you will need to create a stub chart. Then, use the "Import" link on the Ocean toolbar in your EMR, which will allow you to import a patient's eReferral using the reference number provided.
- The patient demographic fields will automatically update in the patient's chart when you import their eReferral data.
- If you are using Accuro and are accepting eReferrals from new patients (that don't have a record in your Accuro EMR yet), you will want to ensure that your site is set up to allow Ocean to create patients in your EMR. You can enable this by going into the Admin tab of your Ocean Portal, entering the "Site Features" section, checking off the "Allow accepted eRequests/eReferrals to create patients in your EMR" checkbox, and then saving your changes.
- Then, when you accept a new eReferral, the referral note should either automatically be uploaded into the patient (with matching health number)'s chart in Accuro. If a chart with a matching health number is not found, a chart will be created in Accuro with the notes uploaded into that newly-created chart.
If you use non-integrated EMR, you can download the submission and upload it into your EMR as a PDF.
For more detailed instructions on how to import patient notes from the eRequests tab into a patient's chart in your EMR, please refer to "Importing Website Form Submissions from the Ocean Portal to an EMR".