Advanced Features and Best Practices

Explore advanced features for managing your referrals, along with additional best practices.

Optional Step

Note: While this guide provides an overview of the main steps to receiving and handling an eReferral, optional information on advanced features is also available below.

  • Viewing a Patient's Referral History - If you ever need to inquire about any Ocean eReferral(s) that have been received and processed for a certain patient in the past, you can easily look this up in the patient's eReferral history in Ocean.
  • Adding Notes to an eReferral - The 'Notes' area within an eReferral can be used for general documentation regarding the request.
  • Downloading the Referral Record - You are able to download a complete copy of the entire referral record at any point in time.
  • Creating Inbound Requests - If your Ocean site receives referrals by phone or fax, you can convert these into Ocean eReferrals by creating a New Inbound Referral.
  • Backing Up Your eReferrals - You can manually export a backup of all your received Ocean eReferrals, as they are purged from the Ocean Portal over time. This is most helpful for Ocean Sites that are not integrated with an EMR.
  • Accessing eReferral Analytics - Ocean sites receiving eReferrals can access analytic data about eReferrals received over time.
  • Batch Printing Received eReferrals - If your Ocean site receives referrals and would like to print or download a PDF copy to maintain with your patient records, this can be done using Ocean's batch print function.
  • Automatically Marking your Referrals as Complete - If you're managing your referrals in another external system, you can automatically mark your referrals as 'Complete' in Ocean

Tip: You can review the full eReferrals FAQ section for additional information on even more topics.

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