Setting Up the OHT Patient Satisfaction Survey in Ocean

Follow the steps below to set up the Ontario Health Team (OHT) Patient Satisfaction Survey for your Ocean Online Booking Schedules.

If you have an existing OHT Patient Satisfaction Survey in your Ocean Site and you are looking to update it to the latest version of the survey, you will still need to follow the steps below to create a new Study linked to the updated version of the survey.

Step 1: Request Access

  • Submit a request for access to Ocean Studies for Online Appointment Booking reporting by clicking the blue button on the right and submitting the form.
  • Request Access

Step 2: Notification of Study Creation

Once the request in Step 1 is submitted, the OceanMD Support team will create a Study within your Ocean Site (titled ‘2025 OHT Patient Experience Survey Study’) and notify you via email once complete.

Step 3: Update your Post-Booking Form(s)

Once you receive the email notification in Step 2 that your Ocean Study has been created, you can proceed to update the Post-Booking Form for each Booking Schedule in Ocean for which you are receiving OHT funding.

Note: You must have Site Admin access in your Ocean Site to perform these steps.

  • Log in to the Ocean Portal, open the 'Menu', and select 'Online Booking'.
  • Click the 'Settings' button.
  • Under the 'Booking Schedules' heading, locate the relevant schedule and click 'Edit'.
  • At the bottom of the Booking Schedule configuration page, click 'Edit Advanced Settings'.
  • Under the 'Post-Booking Form' heading, click 'Change'.
  • Search for and select the '2025 OHT Patient Experience Survey' eForm.
  • Click 'Save'.
  • Repeat the steps above for each Booking Schedule for which you are receiving OHT funding.

Step 4: Exporting Survey Results

Once patients have submitted responses to the survey, you can export the results of your Ocean Study by following the steps outlined in Viewing Data from Ocean Studies.

Reminder: If you have a prior OHT Patient Satisfaction Survey Study in your Ocean Site, ensure that you are exporting results from the new Study (titled ‘2025 OHT Patient Experience Survey Study’).

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