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.
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- '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.
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- '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.
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- '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.
- 'Noted on' filters all your referrals to only include referrals that were noted on the chosen day.
Filtering Status Folders
Group-level filters are available across all status folders within the respective folder group, while folder-specific filters are only available within certain status folders.
- Group-level filters always appear on the left, while folder-specific filters always appear on the right.
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- The 'Save Filters' button can be used to save your currently-applied filters, and the 'Clear Filters' button can be used to remove all currently-applied filters.
Group-Level Filters
- The 'Listing' filter allows you to filter your eReferrals/eConsults by the Directory Listing that they are currently owned by.
- The 'Service' filter allows you to filter your eReferrals/eConsults by the requested Health Service Category(s).
- The 'Referring Clinicians' filter allows you to filter your eReferrals/eConsults by the user(s) who sent them.
Folder-Specific Filters
- The 'Reviewer' filter allows you to filter your eReferrals/eConsults by the assigned reviewer user(s).
- The 'Priority' filter allows you to filter your eReferrals/eConsults by the assigned priority value.
- The 'Protocol' filter allows you to filter your eReferrals/eConsults by the assigned protocol value.
- The 'Appt Date - Start' and 'Appt Date - End' fields can be used to view only eReferrals with an appointment booked in the specified date range.
- The 'Patient Email' filter allows you to filter your eReferrals/eConsults based on the presence of a patient email address within the referral/consult.