Ocean-MA Extension FAQ

What is the Ocean-MA Extension?

The Ocean-MA Extension is an open source web browser extension for Google Chrome and Microsoft Edge. Med Access EMR users can take advantage of this extension to support more seamless and efficient workflows when using the Ocean Provider Network.

Please note that the extension is not currently supported or tested by Ocean for use with Ocean Patient Engagement tools (including Patient Messages).

The extension provides a streamlined way to include file attachments from a patient chart into an Ocean eReferral/eConsult, without needing to download the file onto the user's hard drive. This eliminates the need to download, attach, and manually delete attachments from your computer to protect patient health information.

Additionally, the extension streamlines the process for adjusting Ocean eReferral Tasks into the appropriate Task 'Category' and 'Type' in Med Access.

How do I install the Ocean-MA Extension?

The Ocean-MA Extension can be installed into both Google Chrome and Microsoft Edge browsers directly from the Chrome Webstore by clicking the button below.

Ocean-MA Extension

  • Press the 'Add to Chrome' button on the webstore page.

    Note: Microsoft Edge users will see the button labeled as 'Get'.

  • Confirm the installation of the extension by pressing 'Add extension' in the popup window.

How do I use the Ocean-MA Extension?

  • When viewing or generating an attachment within a Med Access patient chart, users can press the Ocean icon to name and queue the file for attachment in an Ocean eReferral/eConsult.
  • A common example is to generate and attach a PDF version of the Chart Summary as shown below:
  • From within a patient chart, press the 'Summary' button in the top right corner.
  • Use the checkboxes on the left to select the parts of the patient chart you would like to include as an attachment, and then press the 'Print' button in the top right corner to generate a PDF of your selection.
  • Press the 'Chart Summary' option to simply capture the information shown in the Chart Summary window.

    Alternatively, press the 'Chart Summary (with Attachments)' option to capture the information shown in the Chart Summary window along with any files that are already attached to the selected chart items.

  • A new window will automatically open containing a generated PDF version of your selection. Press the Ocean icon in the top right corner.
  • Enter a name for your file attachment and then press 'OK' to queue the attachment for use in Ocean.
  • When filling out the eReferral/eConsult form, you will be automatically prompted to include the queued attachment(s).

    Press 'OK' to confirm you would like to include the attachment(s).

  • Preview the attachment at the bottom of the referral form using the purple eye icon before sending your eReferral/eConsult.

Can I include an attachment from other areas of the patient's chart?

Yes - the Ocean-MA Extension icon may appear in PDF viewing windows that are accessible through other areas of Med Access. Users may prefer to incorporate other workflows that take advantage of this feature. Please note that attachments should never be selected directly from the Import Pool for attachment to a referral. 

A few examples of other common areas are provided below:

Note: This is not an exhaustive list of all areas in which the extension can be used.

Investigation Attachments
Investigation Reports
Lab Attachments
Lab Reports

Can I include multiple attachments?

Yes - the Ocean-MA Extension supports inclusion of multiple file attachments.

  • Simply use the Ocean icon to queue the different attachments from within the patient chart, and then you will be automatically prompted to include all of the queued attachments in Ocean.
  • Attachments will be ordered in the same sequence in which they were queued.

Can I use the extension to include attachments if I have already initiated my eReferral/eConsult in Ocean?

Yes - if you have already initiated and partially filled out the referral form in Ocean but forgot to include your attachment(s), you can return to the patient chart in Med Access and queue your desired attachment(s).

  • Once you have queued the attachments in Med Access, simply return to your partially complete referral form, and press the 'Add Attachments' button near the bottom of the form to prompt the attachment confirmation pop-up window.
  • Press 'OK' to include your queued attachment(s).
  • The attachment(s) will be included at the bottom of the referral form.

Can I use the extension to add attachments to an eReferral/eConsult that I have already sent?

Yes - the Ocean-MA Extension supports adding attachments to an eReferral/eConsult that has already been sent.

  • After queuing the desired attachments from the patient chart in Med Access, press the 'Launch' button.
  • Locate the Ocean module and press 'View Patient'.
  • Select the relevant eReferral/eConsult to open it.
  • You will be automatically prompted to include the queued attachments. Press 'OK' to confirm you would like to include the attachments.
  • The attachment(s) will be automatically included within the 'Messaging' area of the referral.

    Press the purple eye to preview the attachment, type an optional message in the text box, and then press 'Send' to send the attachment (and message) to the recipient.

Do queued attachments have an expiry timer?

No - there is no time-based expiry for queued attachments. The attachment queue is automatically cleared when any one of the following actions are taken:

  • The patient chart changes in the Med Access EMR
  • The web browser session ends
  • The 'Send eReferral' button at the bottom of the referral form is pressed
  • The 'Send' button within the 'Messaging' area of an existing eReferral/eConsult is pressed
  • The 'Save' button within an existing eReferral/eConsult is pressed
  • The 'Save & Close' button within an existing eReferral/eConsult is pressed

Ocean Task Category and Type Conversion

The Ocean-MA extension also streamlines the process for adjusting Ocean eReferral Tasks into the appropriate Task 'Category' and 'Type' in Med Access.

  • When an Ocean eReferral/eConsult is sent or accepted, a PDF copy of the referral record is automatically added as a new 'Attachment' Task in the relevant patient chart in Med Access.
  • After opening the Task, the Ocean-MA extension automatically adjusts the Task 'Category' and 'Type' based on the details in the Task Description.

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

Advanced Notes: Task Category and Type Conversion

  • The automatic conversion in Step B will not occur for all Ocean-generated Tasks. The conversion only occurs when the following initial criteria are met within the opened Task:
    • The 'Description' of the opened Task begins with 'Ocean eReferral -'.
    • The initial 'Category' of the opened Task is 'Attachment' or 'Progress Note'.
  • Tasks for referrals with Health Service Offerings related to Diagnostic Imaging will cause the 'Category' to be set to 'Investigation'. All other Health Service Offerings will set the 'Category' to 'Consult'.
  • When updating the Task 'Type', the extension performs a best-effort match between the Health Service Offering of the referral and the list of default 'Types' that are supplied within Med Access. If a match cannot be found, the 'Type' field will not be updated.
  • To ensure that the Task is categorized as an 'Active Request' upon saving, the extension updates the 'Order Type' value of the Task's Observation Template to 'Request'. This change is not visible within the Task user interface.
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