If your Ocean site receives referrals by phone or fax, you can convert these into Ocean eReferrals by creating a New Inbound Referral.
If your Ocean site receives referrals by phone or fax, you can convert these into Ocean eReferrals by creating a New Inbound Referral by following the steps outlined below.
- Log in to the Ocean Portal and navigate to the eReferrals & eConsults area.
- Expand the "Actions" menu at the bottom left and select "New Inbound Referral".
- Select the source for the new referral.
- If there are multiple listings tied to your site, you will be prompted to select which listing the referral was directed to.
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Complete the patient information and all relevant fields on the referral form, including the date the referral was sent if it differs from the current date.
Note: Referrals can be backdated up to a maximum of 10 years in the past.
Patients can receive email notifications regarding the status of the referral if email consent was provided. The patient's email address can be added at the time of the creation of the inbound referral, or after the inbound eReferral has been created.
- Manually enter the referrer's information, or click "Import..." to auto-populate the information from the referrer's Directory Listing (if available).
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To import the referrer's information, type their name into the text box and choose their listing from the list of results.
Note: If any information requires updating, update these fields in the 'Referrer's Information' pane of the eReferral and it will be saved for next time.
- When all of the information for the referral has been entered, click the "Send Referral" button in the bottom right corner of the window.
- If the patient's email address was included in the Patient Information section, you will be prompted to confirm that consent was given by the patient to send them email notifications regarding important referral status updates.
- For safety reasons, you will be prompted to confirm the clinical information including the patient, the source site, and the referrer.
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The eReferral will now appear in the "New" inbox in the eReferrals & eConsults area of your Ocean Portal.
These inbound eReferrals can be managed in the same way as any other received Ocean eReferral, with the exception that no referral notifications will be sent to the referrer through Ocean.
