What are they?
Clinician Information
The term 'Clinician Information' refers to your specific Billing Number, Professional ID, and Signature.
These three pieces of information are saved within your Ocean user account, and are always included in any of your sent eRequests, regardless of the Ocean Site that the request is originating from. For Ocean Sites that also have a Directory Listing(s) to receive referrals, it should be noted these pieces of user-specific information are stored and maintained independently from the information in the Directory Listing(s).
Clinic Locations
- When an Ocean eRequest is sent, the 'Referrer's Information' section contains details about the referring provider, including the address and contact information of the physical location that the referral was sent from. However, clinicians often operate out of more than one physical location.
Ocean offers a way to store these various sets of clinic information through the use of 'Clinic Locations', which can subsequently be selected to populate the 'Referrer's Information' section when sending an eRequest.
Clinic Locations are created and saved within the Ocean user account, which allows for a single Ocean user account to be used across multiple Ocean sites, while still offering the ability to choose the relevant clinic information within any sent eRequests.
Managing Clinician Information & Clinic Locations
Clinician Information
Note: Your Clinician Information details are typically populated automatically using details from your EMR user account upon sending your first eRequest.
- After logging in to the Ocean Portal, click your name in the top right corner, and select 'My Account'.
- Select 'Edit Clinical Contact Information' at the top.
- Enter your 'Clinician Information' if you haven't already. These are your clinician-specific details that will always be included in any of your sent eRequests, regardless of the Ocean Site that the request is sent from.
- Press 'Save'.
Adding a New Clinic Location
- In the 'Clinic Locations' section, click 'Add Location'.
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Choose if you would like to create a Clinic Location using information from an existing Directory Listing on your Ocean Site(s), or if you would like to enter the information manually.
Note: You can only create one Clinic Location using manual entry. Additional Clinic Locations must be created using information from an existing Directory Listing.
Clinical Contact Information saved in Ocean user accounts prior to December 7th 2023 has been automatically migrated and saved as the account's single manually-entered Clinic Location.
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If you chose 'Select from Directory Listing(s)', select your Ocean Site (if applicable) and desired Directory Listing source.
Note: Directory Listing information cannot be updated from this area. Your Ocean Site Admin(s) can update your Directory Listing information.
- If you chose 'Enter manually', enter the relevant Location information into each field.
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To save your new Clinic Location within your user account, click 'Save'.
Alternatively, to save your new Clinic Location within your user account and make this the default Clinic Location when sending from your current Ocean Site, click 'Save & Make Default'.
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Your new Clinic Location will be saved in your Ocean user account.
If you saved this as your default location for your Ocean Site, this is denoted using the '(site default)' tag.
Note: If you saved your manually-entered location as a site default, its respective '(site default)' tag will only appear when you are currently signed in under the same Ocean Site that you used when setting it as a site default.
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Once multiple Clinic Locations are saved in your Ocean user account, a new Clinic Locations dropdown menu will appear in the Referrer's Information section if there is more than one Clinic Location established for your current Ocean Site. Use this dropdown menu to select and include the appropriate location information for the eRequest being sent.
Depending on the Ocean Site that you are currently signed in to, the address and contact information for the Clinic Location set as your '(site default)' will be automatically populated.
If there is only one Clinic Location set in your Ocean user account for your current Ocean Site, the dropdown will not appear, and your single Clinic Location details will be automatically populated.
If there is/are no Clinic Location(s) set in your Ocean user account for your current Ocean Site, the dropdown will not appear, and your single manually-entered Clinic Location details will be automatically populated.
Modifying or Removing a Clinic Location
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Your Clinic Location(s) can be updated at any time by clicking the 'Edit' button.
Reminder: Only Ocean Site Admins can edit Directory Listing information, which is used to populate Clinic Location details.
- Your can remove a Clinic Location at any time by clicking 'Remove Location From User Profile' while editing it.
Changing your Site Default Clinic Location
- To update the default Clinic Location for your current Ocean Site, edit the Clinic Location that you would like to designate as your default, and select 'Save & Make Default'.
