Can I filter the eConsults/eReferrals in my Ocean Site?

Yes, the Ocean Portal offers a variety options for filtering the referrals that are currently shown to you.

This is valuable for Ocean Sites that have a large number of clinicians that send referrals, as it offers the ability for users to focus their view to only referrals that are relevant to them, and minimizes the amount of patient health information shown to users within the Ocean Site.

Note: Filters are applied and saved on a user-specific basis. This means that each user on your Ocean Site has the ability to customize and save their filters to suit their personal preferences.

Filtering using the Search Bar

To quickly locate a specific or group of referrals, you can take advantage of the search bar in the top left corner.

  • 'Patient with surname' filters all your referrals to only include patients with the matching surname.
  • 'Referring clinician with the name containing' filters all your referrals to only include referrals sent by a specific clinician.
  • 'Provider with name containing' filters all your referrals to only include referrals sent to the Directory Listing with the chosen search term included in it's name.
  • 'EMR / MRN #' filters all your referrals to only include referrals for patients with the matching EMR ID/MRN value.
  • 'HN' filters all your referrals to only include referrals for the patient with the matching health card number.
  • 'Sent on' filters all your referrals to only include referrals that were sent on the chosen day.
  • 'Received on' filters all your referrals to only include referrals that were received on the chosen day.
  • 'Booked on' filters all your referrals to only include referrals that had appointment information added on the chosen day.
  • 'Note on' filters all your referrals to only include referrals that were noted on the chosen day.

Filter by Directory Listing and/or Health Service Category

  • To filter your referrals by the Directory Listing that they have been received at and/or by the requested Health Service Category, you can use the dropdown filter below the search bar.
  • After opening the dropdown filter, 3 filtering options are available:
  • 1) You can select a Health Service Category to filter on. Once selected, all status folders will be filtered based on the chosen service.
  • 2) You can select a Directory Listing to filter on. Once selected, all status folders will be filtered based on the chosen listing.
  • 3) You can select a Health Service Category within a Directory Listing. Once selected, all status folders will be filtered based on the service offered by the specific listing.

Filtering within Status Folders

Some filters are available across all status folders within their respective group, while others are only available within the specific status folder itself.

  • Filters that apply to all status folders of a particular grouping appear below the 'Filters for Sent/Received folders' heading.
  • Filters that apply only to a specific status folder appear below the 'Filters for ______ folder only' heading.

Clicking the 'Save Filters' button saves your current filter. You can your saved filter at any time by changing the filter criteria and then clicking the save button again.

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