PS Suite: Upgrading the Ocean Custom Form

  1. Download the new custom form file.

    • Insert the Ocean custom form into a dummy patient chart by clicking on the Ocean logo on the toolbar.
    • Click the "Settings" button on the Ocean custom form and enter your Ocean username and password to access the administration menu.
    • Choose "Update Ocean Custom Form". This will automatically download the latest custom form onto your computer's "Downloads" folder (or wherever your browser normally downloads files).
    • If you don't have an Ocean username/password you can also download the custom form from by clicking the button to the right.
    • Download the Ocean Custom Form
  2. Import the new custom form file into PS Suite.

    • Back in PS Suite, the "Edit Custom Forms" dialog box should have automatically opened.
    • In the Edit Custom Forms window, select "File" and then "Import Form(s)".
    • Locate the .cfm file that was downloaded. (This will typically be in your computer's "Downloads" folder if you've downloaded the file recently.)
    • Select "Choose" and close the Custom Forms window.

Checking your new Ocean custom form version:

  • PS Suite will keep old versions of any existing custom forms in charts, so if you have an inserted the Ocean custom form into a patient's chart in the past, you'll need to remove the old custom form (by clicking "Remove") and re-insert the Ocean custom form. The new version number should appear in the bottom left of the custom form, between the Ocean logo and the site number.
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