PS Suite: Upgrade Instructions for Existing Clients

In order to take advantage of the new Ocean features that come with the TELUS API, you will first need to upgrade your Ocean custom form and toolbar.

The new Ocean toolbar has enhanced functionality that replaces the need to insert the Ocean custom form in the chart. You can learn more about these changes in "Moving to the New TELUS API – What You Need to Know".

Step 1: Telus Connection Request Form

Please enter your site number below to check if you need to complete the Telus Connection Request Form:

Step 2: Update your Ocean Custom Form and Ocean Toolbar

Note Regarding Preexisting Toolbars

If you already have an Ocean toolbar installed, you will need to ensure the new .cfm filename matches your existing Ocean toolbar filename. Also, please note that any customized links that you may have added will be lost.

Please refer to Download & Install the Ocean Custom Form and Toolbar.
    • Select "OK" when prompted to replace the existing custom form and make sure that PS Suite confirms that your custom form has been replaced successfully.
  1. Create a reminder trigger for your toolbar.

    • Skip this step if you were already using the standard Ocean toolbar.

Do You Have Your Own Custom Toolbar that Links to Ocean?

If you added a link to Ocean on an existing custom toolbar, the link will be not be supported once the new Ocean Toolbar is installed and activated. We recommend clinics remove any Ocean-related links from custom toolbars and rely on the Ocean Toolbar instead.

Step 3: Proceed to the Set Up Guide

Now you will need to enable and setup Cloud Connect. You can complete these steps by following along with our TELUS PS Suite Integration Set Up Guide. Since you've already completed some of the set up steps you can jump in at Enabling Cloud Connect.

Next Step: Enabling Cloud Connect

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