Accuro Automatic eReferral Document Assignment

Accuro EMR users can customize Ocean Cloud Connect settings to have sent or received eReferrals enter the EMR as a Document rather than an Encounter Note.

  • When set to 'Documents', eReferral documents enter the EMR with the 'Document Provider' set to 'Unassigned' by default.
  • To have Ocean automatically assign a Document Provider, Accuro users can enable the 'Automatically assign Referral Documents to providers in Accuro' setting in Cloud Connect.
  • Once enabled, a 'Fallback Provider' can be specified. This will be the assigned Document Provider if no provider match is found earlier, as per the logic documented below.
  • If no Fallback Provider is specified, and no provider match is found as per the logic documented below, the Document Provider will be 'Unassigned'.

Document Provider Assignment Logic

Sent eReferrals

  • When an eReferral/eConsult is sent and the 'Automatically assign Referral Documents to providers in Accuro' setting in Cloud Connect is enabled, the Document in Accuro is assigned to the relevant EMR user based on the information in the 'Referrer's Information' section of the referral form.

Ocean does this by first evaluating the Billing #, Professional ID, and Last Name fields, and assigning the Document to the provider in Accuro that matches at least 2 out of the 3 fields.

If no match is found, Ocean will re-attempt to match based on the referrer's First Name and Last Name. If there is more than one provider with the same first and last name, the Fax Numbers will be used to distinguish each unique provider.

If still no match is found, Ocean will assign the Document to the 'Fallback Provider' specified in the Ocean Site's Cloud Connect settings.

If no 'Fallback Provider' is specified in the Ocean Site's Cloud Connect settings, the Document will enter Accuro with the Provider being 'Unassigned'.

Received eReferrals

  • When an eReferral/eConsult is received and the 'Automatically assign Referral Documents to providers in Accuro' setting in Cloud Connect is enabled, the Document in Accuro is assigned to the relevant EMR user based on the information in the 'Clinician Information' setting of the Directory Listing that the referral was sent to.

Ocean does this by first evaluating the Billing #, Professional ID, and Last Name fields, and assigning the Document to the provider in Accuro that matches at least 2 out of the 3 fields.

If no match is found, Ocean will re-attempt to match based on only the recipient's First Name and Last Name.

If no match is found, or there is more than one provider in the EMR with the same first and last name, Ocean will assign the Document to the 'Fallback Provider' specified in the Ocean Site's Cloud Connect settings.

If no 'Fallback Provider' is specified in the Ocean Site's Cloud Connect settings, the Document will enter Accuro with the Provider being 'Unassigned'.

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