Accepting & Declining eReferrals

Learn how to accept, decline, and import eReferrals into your EMR.

1. Receive an email notification and access the eReferral

  • Locate the eReferral under the 'Received' tab and within the 'New' status folder. Click on the referral to open it and view more details.

    Tip: Certain columns can be used to sort your referrals into ascending/descending order. Simply click the column header.

2. Review and accept or decline the eReferral

  • Use the 'Decline' or 'Accept' button at the bottom of the referral to indicate your decision.
Accept Decline
PS Suite Med Access Accuro OSCAR OSCAR Pro Other EMR
  • When you accept a new eReferral, the referral information will be automatically imported as a new Active Task in the patient's chart with the matching healthcard number and date of birth in your Med Access EMR.
  • In Ocean, the referral will be automatically moved to the 'Pending Booking' status folder.
  • If no chart with a matching healthcard number and date of birth is found, Ocean will automatically generate a new chart and import the referral notes into it. The patient's demographic fields will also automatically update in the patient's chart.
  • Note: The 'Patient Status' field in new charts generated by Ocean will be set by default to 'Unconfirmed'. Ensure that you update the status to 'Active' (or your preferred status) after accepting the referral.

    • If Ocean automatically generated a new patient chart and the name of the referring provider already exists in your Med Access address book, the 'Referring Provider' chart field will also be updated with the referrer's name.

Note: Ocean matches the referring provider's information with the Med Access address book using First Name and Last Name.

If more than one provider exists in the Med Access address book with the same first and last name, Ocean uses the referrer's fax number to match with the correct provider.

If multiple providers have the same first name, last name, and fax number, Ocean will not update 'Referring Provider' field.

If multiple providers have the same first name, last name, but no matching fax number is found, Ocean will not update 'Referring Provider' field.

Ocean-MA Extension: Task Category and Type Adjustments

  • If you use the Ocean-MA Extension, it will automatically recognize upon opening the Task that it is related to an Ocean eReferral.
  • The extension will automatically adjust the Task 'Category' and 'Type' values to correspond with the Ocean eReferral.

After reviewing the changes and making any other necessary adjustments to the Task, click 'Save'. The Task will be automatically categorized into the 'Active Requests' section of the corresponding 'Consults ' or 'Investigations' area of the patient chart.

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