PS Suite: Using Quick Links to Automatically Add Ocean eForms

There are several options for automatically queuing eForms from PS Suite.

Ocean "Add Form" and "Add Favourite" Custom Forms

Search in our Clinical Resource Library to download and install the following custom forms in PS Suite:

Ocean - Add Form - phq9|gad7
this form can queue a list of individual eForms
Ocean - Add Favourite - PHE
this form will queue an Ocean favourite

To learn how to install a custom form in PS Suite once it's been downloaded, please refer to our Ocean Clinical Resource Installation Instructions.

Once imported, you can insert these custom forms into a patient's chart in PS Suite, which will instantly insert the Ocean custom form and queue the corresponding eForms or favourites and then automatically remove itself from the chart.

Configuring the Custom Form to Add Specific eForms

If you would like to configure the "Ocean - Add Form" custom form to add specific eForms, simply rename it and add the eForm references ("refs") to the name at the end. eForm refs can be found in the eForm's URL when previewing it.


For example, the eForm URL for the PHQ-9 is:; therefore, its eForm ref is "phq9". So, if you wanted to automatically add the PHQ-9, change the form's name to "Ocean - Add Form - phq9". If you'd like to add more than one form, use the pipe ("|") character to separate the multiple eForm references.

If you want to add one of your favourite eForms, called "My Favourite", change the "Ocean - Add Favourite - PHE" form to "Ocean - Add Favourite - My Favourite".

Adding Ocean Forms from Encounter Assistants

If you would like to be able to add these forms automatically from an Encounter Assistant (EA), add an 'Action' item to the EA to "Insert Form", and point it to your custom form configured above.

Adding Ocean eForms from PS Suite Toolbars

It is not recommended that you add custom links to add Ocean eForms to your Ocean Toolbar. Once the Ocean Toolbar has been installed and activated, any custom links to Ocean on your toolbar will not be supported. We are constantly improving the Ocean Toolbar and may ask you to upgrade to a newer version of the toolbar at any time, which will overwrite any customizations you have made to your toolbar.

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