Ocean Glossary of Terms

Clinical Delegate
A Clinical Delegate is an Ocean User that has been assigned privileges to act on behalf of another Ocean User. Clinical Delegates are enabled by an Ocean User from their User Settings.
Clinic Support Staff
The term Clinic Support Staff refers to users on an Ocean Site with one of the following User Roles: MOA/Secretary, Administrator, Nurse, Resident, Medical Student, or Physician Assistant.
Directory Listings
Directory Listings appear on the Ocean Healthmap and provide contact information, additional details, and health service offerings for a specialist, clinic, or other healthcare provider. They also indicate if that physician/program/provider is accepting eReferrals or eConsults. Directory Listings must be claimed by an Ocean Site in order to accept eReferrals or eConsults.
EMR User Account
An EMR User Account is an account that an individual uses to log in to their EMR
Health Service Category (HSC)
Health Service Categories (HSCs) are a pre-defined list of health services that a site can select from to set their Health Service Offering on a Healthmap Directory Listing.
Health Service Offering (HSO)
Every Healthmap Directory Listing must display one or more Health Service Offering (HSO). The HSO is used to support better searching and filtering in the Healthmap. It is also used for reporting analytics. The HSO must be selected from a pre-defined list of Health Service Categories (HSCs) in Ocean. Sites can customize how the HSO appears in the Healthmap by changing the Program Name in the Directory Listing Settings.
MRN is an acronym for 'Medical Record Number', also known as an 'EMR ID', which is a unique value assigned to each patient chart in the EMR/EHR.
Ocean eConsult
An Ocean eConsult is a request for specialist advice sent through the Ocean Healthmap. Ocean eConsults can provide primary care providers with timely access to specialist advice and often eliminate the need for a patient visit. An eConsult can be converted to an eReferral and vice-versa.
Ocean eForms
Ocean eForms is a section of the Ocean Portal that includes tools designed to support the sharing and development of Ocean forms. This includes the Ocean Forms Library, the Ocean Form Builder, Form Uploader, and Form Favourites.
Ocean Form
An Ocean Form is a digital tool for collecting, sharing, and exchanging patient health information (PHI) safely and securely between patients, providers, and systems.
Ocean Platform
The Ocean Platform is a secure, cloud-based digital healthcare technology platform that connects electronic health records, provincial resources, and other digital health solutions. The Ocean Platform includes two main product modules: the Patient Engagement Suite and the Ocean Provider Network. It also includes the Ocean-FHIR Integration Layer, the Ocean Forms Library, and the Ocean Forms Editor.
Ocean Portal
The Ocean Portal is a browser-based application that Ocean Users log in to in order to view, manage, enable and configure Ocean products.
Ocean Site
An Ocean Site is a shared account for a clinic or healthcare team. An Ocean User must log in to their Ocean Site to view, manage, or configure Ocean products. All team members should be invited to their Ocean Site and should have their own unique Ocean User login. An Ocean Site may be linked to an Electronic Medical Record (EMR) to sync patient information.
Ocean Site Admin
An Ocean Site Admin is an Ocean User who has been granted administrative privileges. These users have access to the Admin View in the Ocean Portal which allows them to update, edit and configure Ocean site settings, and add or remove users. It is recommended that clinics limit administrative access to a select number of trusted users.
Ocean User Account
An Ocean User Account allows an individual to log in to Ocean and manage their user settings including contact information, notification emails, and delegates. Every Ocean User Account must be connected to one or more Ocean Sites.
Ocean Username
Each Ocean User has a unique Ocean Username associated with an email address. This is used to log in to your Ocean User Account.
Patient Authenticated Website Form
A Patient Authenticated Website Form is a Self-Serve Website Form (SSWF) that has enabled patient authentication. Patient authentication is an extra step that is displayed before a SSWF, asking for the patient’s date of birth, first and last name, and medical record number/health card number. This is used to complete a patient look-up in an integrated EMR and allows a clinic to restrict the SSWF to their existing patients. Patient Authentication is required for any form that allows a patient to upload files or documents.
Primary Delegate (Discontinued)
The term "Primary Delegate" previously described a feature that allowed one Ocean User to share a single Patient Message & Reminder Licence with another user (eg. MOA). As of February 8th, 2024, this feature was discontinued and was replaced with a new policy that allows all Clinic Support Staff on an Ocean Site to send Patient Messages at no additional cost, provided that the Ocean Site has at least one Patient Messaging & Reminders Licence activated.
Receiving Site
A Receiving Site is an Ocean Site with at least one Directory Listing that has been configured to receive eReferrals. Please note that Ocean Sites may be configured to be both a Sending Site and a Receiving Site.
Regional Authority
A Regional Authority (RA) site is an Ocean site that has been configured by OceanMD to assist with the rollout of provincially funded programs. RA Site Users have unique privileges including validating & approving Directory Listings, exporting analytics, and assigning regional licenses.
Self-Serve Website Forms
Self-Serve Website Forms are Ocean Forms that are made available online through a URL/weblink to provide a secure, self-serve way for patients or providers to complete and submit a form to an Ocean Site. Self-Serve Website Forms are commonly used for clinic inquiries, patient intake forms, and self-referrals. Once submitted, Self-Serve Website Forms can be reviewed and managed in the Ocean Portal, and results can optionally be pushed into an integrated EMR to update an existing patient chart or create a new one.
Sending Site
A Sending Site is an Ocean Site that has been configured to send eReferrals. Please note that Ocean Sites may be configured to be both a Sending Site and a Receiving Site.
Support Site
A Support Site is an Ocean Site that has been configured by OceanMD to enable users to provide support to other Ocean Sites. Support Site Users can be granted administrative privileges to other Ocean sites to assist in configuring settings without having access to PHI or being a user on those sites.
Trusted User
A Trusted User is a user permission setting that can be applied to an Admin User on a Support Site. When a Directory Listing is created or claimed by Trusted User, it is automatically validated in the Healthmap. This permission must be enabled by an OceanMD team member.
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