How can I save an eConsult and/or eReferral for completion at a later time?

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.

There may be times where an Ocean eConsult and/or eReferral is initiated, but further information is required before it can be completed and sent (e.g. physician is waiting on a prior imaging report, or lab result to include in the referral).

From the Referral From PS Suite
  • In these scenarios, the "Save for Later" function in the bottom left of the form can be clicked.
  • Clicking this provides a URL that you can use to access it for later completion. If you are not using an EMR, copy and store this link for later use.
  • For EMR users, a referral note with this URL will be automatically downloaded in the patient's chart notes. So you can simply click "OK" here and close out of the window.
  • To access it again, copy and paste the URL from the patient's chart notes into a new browser window.

Warning: This consult and/or referral will only be saved for 30 days, so you'll need to complete the it in that time frame. After 30 days, this URL can no longer be used, and you'll need to initiate the consult and/or referral again.

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