Importing Website Form Submissions from the Ocean Portal to an EMR

We currently support imports from Website Forms for TELUS PS SuiteMed Access, OSCAR EMR, OSCAR Pro (WELL Health), and QHR Accuro. If you are not using any of these EMRs, many clinics still use Website Forms without an EMR integration, as you also have the option to export submissions to a spreadsheet or as a PDF at any time.

PS Suite Med Access Accuro OSCAR Other EMR

Website form contains Health Number Field 

  • Login to the Ocean Portal. Click the "Menu" button in the top left corner and select "eForms" Find the Ocean eForm that you are using for your Website Form, and open the eForm in the eForm Editor.
  • Ensure that your eForm has a mandatory item that asks for the patient's health number and that the "Populate answer for EMR field" field for that item is set to "hn" (in the Note Formatting tab).
  • Once you've received a request from your website form, check to see if there is an existing patient chart in the EMR. If the patient does not exist, you must manually create a patient stub with the patient's Health Number so the request can be imported. If the patient already exists with a matching health number, the notes will automatically upload into that patient's chart once you click "Accept". 
  • Back in the Ocean Portal, open the "Website Forms" view and find the submission you want to import. It will normally be in the "New" folder.
  • Open the submission you want to import and click "Accept".
  • The import window will indicate if the upload was successful or not. If it was not successful, go back into PSS and ensure there is an existing patient chart. 

Website Form Does Not Contain Health Number Field 

  • If your website form does not contain a field for health number, you can import the submission using the "Import" button on the Ocean Toolbar. If your toolbar does not have this button, configure the latest Ocean toolbar from our Telus PS Suite Ocean Toolbar Download Instructions.
  • Back in the Ocean Portal, open the Website Forms view and find the submission you want to import. It will normally be in the "New" folder.
  • Open the submission you want to import and click "Accept".
  • It will show a (usually 3-digit) patient reference number:
  • On the toolbar in PS Suite, click "Import" and enter this number. The demographic updates will be applied and the note will be imported as a progress note by Ocean.
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