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.
- Log in to the Ocean Portal.
- Navigate to the Admin View and select Canned Responses (from the menu along the left).
- From the Canned Responses screen, select the "New Canned Response" button under the "Canned Responses for Booking Comments" section
- 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. 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.
- Log in to the Ocean Portal.
- Navigate to the Admin View and select Canned Responses (from the menu along the left).
- From the Canned Responses screen, select the "New Canned Response" button under the "Canned Responses for Messages" section
- 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.