Can a clinician review and add notes to a consult and/or referral?

Note for Ontario Users: In Ontario, Ocean eConsults are currently in a limited release. For more information on eConsult in Ontario as part of the Ontario eServices Program, please review the Overview of eConsults in Ontario article.

The Referral Management module allows you to assign the consult and/or referral for review by a physician who can add triage notes. For example, imaging clinics will often assign a referral to a radiologist for a preliminary review and prioritization.

  • If the consult or referral requires review by another user at your site, use the Needs Review text box to select the individual and notify them.
  • Note: This action will move the submission to your Needs Review inbox.
  • To add triaging review notes to the consult/referral, you can use an Ocean form using the "Review" option, found under the call out in the "Notes" section.
  • A window will appear with a customizable form, specifically the form in the site with the reference "referralNotes". If you want to use a different form, simply edit that form (don't duplicate it since that would use a different reference).


  • You can edit the "referralNotes" form by entering this into your address bar after logging in:
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  • Where #### is your Ocean site number.
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