Setting Up Ocean Cloud Connect

PS Suite Med Access Accuro OSCAR PRO Non-Integrated EMR

About Ocean Cloud Connect

If you use an integrated EMR, 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 is needed to keep Ocean and your EMR synchronized and active.

If your EMR does not have an integration with Ocean or you do not use an EMR, Ocean Cloud Connect can still be used to safely store your Ocean Site's Shared Encryption Key. This enables you to take advantage of additional Ocean functionalities, including automatic appointment reminders based on booked eReferral appointment dates.

Prerequisites

PS Suite Med Access Accuro OSCAR Pro Non-Integrated EMR
  • Ensure you have completed Steps 1 through 5 of the TELUS PS Suite Integration Set-Up guide.
  • You must have Site Admin access on your Ocean Site in order to sign into Ocean Cloud Connect.
  • You must have EMR Administrator access in order to update EMR system settings.
  • It is highly recommended that you make use of an Ocean Credential Reference Card to record your relevant integration credentials for organization and safekeeping.

Setting Up Ocean Cloud Connect

  1. Log in to Ocean Cloud Connect.

    • Log in using your existing Ocean user account credentials. This is the same Ocean user account that you use to log in to the Ocean Portal.
    • Note: Despite using the same Ocean user account 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).
  2. Store your Shared Encryption Key in Cloud Connect.

    Integrated EMRs (PS Suite, Med Access, Accuro, OSCAR Pro) Non-Integrated EMRs
    • After logging in to Ocean Cloud Connect, click the 'Integrate my EMR' button.
    • You will be prompted to enter your Shared Encryption Key. After entering it, click 'Save and Continue'.
  3. Setup Your EMR Integration.

    • After storing your Shared Encryption Key, select the EMR type you would like to integrate and then click 'Next'.
    PS Suite & Med Access Accuro OSCAR PRO
    • Acquire your EMR Instance ID and EMR Secret credentials by configuring your Ocean integration module.

      See module configuration instructions for PS Suite or instructions for Med Access.

    • Once entered, the Ocean and TELUS servers will connect to authenticate the integration.

Configure your Cloud Connect settings.

PS Suite Med Access Accuro OSCAR PRO
  • 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 your 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, click the Menu button in the top left corner and click Patients.
    • If there are any errors with the configuration, an alert will be displayed on the main summary screen, in the "Sync Status" panel. If this occurs, try clicking the arrow button next to "Sync Recent Appointments" and select "Sync Full Schedule". If the issue persists, contact the OceanMD Support team.
  2. Ensure that Cloud Connect is enabled in your Ocean Site.

    • Log in to the Ocean Portal using your Ocean user account credentials.
    • Open the 'Menu' in the top left corner and click 'Admin'.
    • From the Admin Settings page, click 'Site Features'.
    • Ensure that the 'Enable Ocean Cloud Connect' checkbox is enabled.

      Note: Ocean Sites with Non-Integrated EMRs will need to manually enable this checkbox. Ocean Sites that have completed an EMR integration will have this checkbox enabled automatically.

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