When an Ocean eReferral is sent from PS Suite, an internal message, or "yellow sticky note", will appear in the patient chart when the referral note has been downloaded.
This message is intended to help prevent the referral from slipping through the cracks, by ensuring someone is notified to follow up with it.
You can specify who this message gets sent to and when it will appear in their PS Suite inbox by changing the settings in the Ocean eReferral custom form, as outlined below.
- Open the Ocean eReferral custom form, or find an existing form in a patient chart, and select the "Settings" button.
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- Click "Set the user who will follow-up referrals..." to change who the PS Suite message is directed to.
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- Enter the initials of the PS Suite user or PS Suite user group that you would like to receive the follow-up message (Ocean defaults to using the secretary group, i.e. "secs"). Click "OK" to save your changes.
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Note: To turn this feature off completely, remove the PS Suite user initials from the follow-up message setting. You will need to be on a minimum Ocean eReferral custom form version of v1.55 in order for this setting to work. Please ensure you have other methods in place for following up with your eReferrals before turning off this functionality.