You can optionally choose to set up canned messages that can be sent to the patient in advance of their appointment and/or that can be sent to the referrer.
This is an an optional part of setting up eReferrals.
- When processing and managing incoming eReferrals, recipients have the ability to add canned messages that can be sent to the patient in advance of their appointment and/or canned messages that can be sent to the referrer.
- Log in to the Ocean Portal.
- Navigate to the Admin Settings page and click Canned Responses.
- From the Canned Responses screen, select the "New Canned Response" button under the "Canned Responses for Booking Comments" section
- Give your response a title and add the text into the text field.
- Click the "Save" button to save your canned comments.
- Now, next time you are processing a referral, you can select one of your canned responses using the dialogue bubble in the "Scheduling" section of the referral.
- Note: Canned booking comments are selected from the speech bubble icon in the "Scheduling" section, NOT the "Notes" or "Messaging" sections.
- Note: An example of a canned booking comment could be an alternate location that the patient is to be seen for their appointment.
- Log in to the Ocean Portal.
- Navigate to the Admin Settings page and click Canned Responses.
- From the Canned Responses screen, select the "New Canned Response" button under the "Canned Responses for Messages" section
- Give your response a title and add the text into the text field.
- Click the "Save" button to save your canned comments.
- Now, next time you are processing a referral, you can select one of your canned responses using the dialogue bubble in the "Messaging" section of the referral.
- Note: Canned responses to referrers are selected from the speech bubble icon in the "Messaging" section, NOT the "Notes" or "Scheduling" section. Notes recorded in the "Notes" section in the top right corner of an eReferral are internal notes that indicate the status of the referral request.