Setting Up Ocean Cloud Connect

About Ocean Cloud Connect

Ocean Cloud Connect enables total configuration of your EMR integration from a secure instance in the cloud that is accessible from any internet-connected device. No on-site device acting as a server (i.e. dedicated OceanConnect tablet) is needed to keep Ocean and your EMR synchronized and active.

Prerequisites

You must be an administrative user on your Ocean site in order to sign into or configure Cloud Connect.

Setting Up Ocean Cloud Connect

  1. Sign in to Ocean Cloud Connect.

    • Sign in using your Ocean credentials (i.e. the same credentials as the Ocean Portal).
    • Note: Despite using the same credentials, you must log in to Cloud Connect seperately. Being signed into the Ocean Portal does not automatically sign you into Cloud Connect (or vice versa).
    • Once you've logged in to Cloud Connect, you’ll be able to connect Ocean with your EMR. Click the "Integrate with your EMR" button to begin.
  2. Store your Shared Encryption Key in Cloud Connect.

    • Enter your Shared Encryption Key and then select "Save and Continue".
    • Note: You can now securely store your Share Encryption Key in Cloud Connect for future reference. From the summary screen, click “View Shared Encryption Key” to view and/or update your existing key. Note that Cloud Connect simply stores your Shared Encryption Key and therefore, you cannot change your Shared Encryption Key within Cloud Connect.
  3. Set Up your EMR integration.

    • Select the EMR you would like to integrate with and then select “Next”.
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    • Enter your Mobile Activation Code.

      If you are unaware of how to acquire a Mobile Activation Code, please refer to our Instructions for PS Suite or Instructions for Med Access.

    • Note: Please select “Copy Manual Code" when copying the code from your EMR to Cloud Connect to ensure that the code is copied correctly and in a format that is acceptable to Cloud Connect.
    • Once entered, the Ocean and TELUS servers will connect to authenticate the integration. This should only take about 20 to 60 seconds to complete.

Configure your Cloud Connect settings.

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  • From here, you can customize your configuration options. However, in most circumstances the default configuration will be sufficient.

    For more details on configuration options, please refer to Customize your Cloud Connect Configuration.

  • Click the “Save” button to complete the setup process.

Note: If you clinic does not accept walk in patients, you can safely ignore the fields under the "Walk In" section of the configuration. For more information about walk ins, please consult our guide: Set Up Ocean to Support Walk-In Patients.

  1. Configuration is complete!

    • You will now return to the main summary screen.
    • The "Sync Status" panel on the left will show you if Ocean is synchronizing appointments with your EMR via Cloud Connect, when the last synchronization occurred, and when the next synchronization is scheduled for (full syncs will automatically occur once a day at midnight and appointment syncs will occur automatically every 30 minutes).
    • Once an initial sync has completed, feel free to verify patients are being uploaded correctly by signing into the Ocean Portal and inspecting the Patients tab.
    • If there are any errors with the configuration, an alert will be displayed on the main summary screen, in the "Sync Status" panel.
  2. Ensure that Cloud Connect is activated in your Ocean Portal.

    • Log in to the Ocean Portal and navigate to the Admin tab.
    • In the "Site Features" section, make sure the "Enable Ocean Cloud Connect" checkbox is checked off.
  3. Disable OceanConnect (OceanConnect users only.)

    • If you have previously been using a dedicated tablet running the OceanConnect app as your connection between Ocean and your EMR, you can safely de-register this tablet after completing the above Cloud Connect set-up.
    • For more on how to de-register tablet(s), please refer to: "Deactivating Tablets".
  4. Uninstall OceanConnect (OceanConnect users only.)

    • If you have previously been using a tablet running both the Ocean Tablet and OceanConnect applications, you will want to uninstall OceanConnect from your device after fully configuring Cloud Connect.
    • Perform the following steps to uninstall OceanConnect from your tablet:
    • Locate the OceanConnect application on the Android menu screen
    • Press and hold the application icon until a dropdown menu appears
    • Select "Uninstall" from the list of options
    • In the window that appears, click "OK" to confirm removal
  5. For alternative methods of deletion, please refer to this Play Store Support guide: Delete or disable apps on Android
  6. Note: Upon successful uninstall of the OceanConnect application, the Ocean Tablet app may become de-registered as a security precaution. If this occurs, you will need to re-register your tablet. For help registering, consult the support guide Register Your Tablet(s) Through the Ocean Tablet App.
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