Creating Canned Responses for eReferral Bookings and Messages*

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.
Canned Booking Comments Canned Messages to 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.
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