In order for Ocean to import files submitted by patients in the Ocean Health Messenger, a document folder (and optionally a sub-folder) destination must be specified within your Ocean Cloud Connect configuration.
Before allowing patients to submit file attachments using the Ocean Health Messenger, Accuro users must specify the desired document folder/sub-folder your Ocean Cloud Connect settings using the steps below.
Note: The 'Allow patient to reply with attachment' and 'Allow file attachment' settings will be unavailable within the Ocean Portal until the steps below have been completed.
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In a web browser, navigate to cloudconnect.cognisantmd.com and log in using your Ocean user account credentials.
Note: You must have Ocean Site Admin access to log in to Cloud Connect.
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- Within the 'Sync Status' section, click 'Edit Settings'.
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- Locate the 'Save secure message notes as' setting:
- When set to 'Documents', both the typed patient responses and any patient-submitted file attachments will be imported as Documents and be categorized into the specified document folder/sub-folder.
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- When set to 'Encounter Notes', the typed patient responses will be imported as Encounter Notes and categorized using the specified 'Letter Type'. Any patient-submitted file attachments will be imported as Documents and be categorized into the specified document folder/sub-folder. Remember to click 'Save' at the bottom of the window to save your Cloud Connect configuration.
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Managing Accuro Document Folders and Sub-folders
Depending on your clinic workflows and personal preferences, it may be helpful to create dedicated Document Folders/Sub-folders in your Accuro EMR to be used specifically with Ocean.
- You can do this within the 'Documents' module in your Accuro EMR by opening the document type dropdown selector, and clicking the '--Manage--' option at the top of the list.
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- For detailed information on how to configure your document folders/sub-folders, please refer to this Accuro Resource: Documents - Type and Sub-Type.
- After creating new document folders/sub-folders in Accuro, click the 'Sync Recent Appointments' in Cloud Connect to ensure that Ocean recognizes the newly created folders for you to select.
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