Set a Delegate User for Your Ocean Account*

Note for Ontario Users: In Ontario, Ocean eConsults are currently in a limited release. For more information on eConsult in Ontario as part of the Ontario eServices Program, please review the Overview of eConsults in Ontario article.

If you work with an MOA, receptionist, nurse, resident, or student who will be sending eConsults/eReferrals on your behalf, you can to invite them to your Ocean Site and set them as a Clinical Delegate.

*This step is an optional step in setting up your Ocean Site to send Ocean eConsults/eReferrals. The steps in this article only need to be followed if you would like to set up another Ocean user who will be sending eConsults and/or eReferrals on another user's behalf.

If you do not have Ocean Site Admin access, but would like to manage the Clinical Delegates associated with your own individual Ocean user account, please see: How do I set a Clinical Delegate user for my Ocean user account?

Set a Clinical Delegate

A Clinical Delegate has the ability to send eReferrals/eConsults on behalf of another Ocean user. There is no limit to the number of Clinical Delegates that an Ocean user can have.

  • Login to the Ocean Portal. Click the 'Menu' button in the top left corner and select 'Admin'.
  • From the Admin Settings page, click 'Users'.
  • Click 'Edit Delegates' for the user that you would like to assign or adjust delegates for.
  • Use the 'Add Clinical Delegates' dropdown button to assign the Clinical Delegate(s) for the user you are managing.
  • To assign the user you are currently managing as a Clinical Delegate for a different Ocean user, click the 'Add User' button in the lower section to choose the relevant user.
  • Clinical Delegates can be removed at any time by clicking the 'Remove' button.
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