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".
- Indicate the original source of the referral.
- If there are multiple Directory Listings in your Ocean Site, you will be prompted to select which listing the referral was directed to.
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Fill out the 'Patient Information' section.
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.
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Enter the original 'Referral Received Date'.
This is the date the referral was originally received at your clinic outside of Ocean (e.g., via fax or phone) and is used in wait time calculations. This date can typically be located on the physical paper fax copy (or in your clinic's digital fax software of choice, if applicable).
Note: Referrals can be backdated up to a maximum of 10 years in the past.
- Using the 'Service' dropdown menus, select the relevant Health Service Offering and referral form for the referral.
- Fill out the fields in the Ocean referral form using the information from the original referral (e.g., the fax).
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In the 'Referrer's Information' section, manually enter the referrer's information.
Alternatively, use the 'Import...' button to auto-populate the information from the referrer's Directory Listing in the Ocean Healthmap (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.
