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
- 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 and configure Ocean Cloud Connect.
- It is highly recommended that you make use of an Ocean Credential Reference Card to record your relevant integration credentials for organization and safekeeping.
- Ensure you have already Configured the Ocean Integration Module.
- You must have Site Admin access on your Ocean site in order to sign into and configure Ocean Cloud Connect.
- It is highly recommended that you make use of an Ocean Credential Reference Card to record your relevant integration credentials for organization and safekeeping.
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If you are connecting multiple Ocean sites to the same EMR instance, please ensure that QHR has provided you with unique API Usernames and API Passwords for each Ocean Site.
The API username can only be connected to one Cloud Connect instance at a time.
- You must have Site Admin access on your Ocean site in order to sign into and configure Ocean Cloud Connect.
- It is highly recommended that you make use of an Ocean Credential Reference Card to record your relevant integration credentials for organization and safekeeping.
- Ensure you have completed Steps 1 through 4 of the OSCAR Pro (WELL Health) Integration Set-Up guide.
- You must have Site Admin access on your Ocean site in order to sign into and configure Ocean Cloud Connect.
- 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
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Sign in to Ocean Cloud Connect.
- Go to Ocean Cloud Connect in a web browser.
- Go to Cloud Connect
- Sign in using your Ocean credentials (i.e. the same credentials as the Ocean Portal).
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- 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.
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Store your Shared Encryption Key in Cloud Connect.
- Enter your Shared Encryption Key and then select "Save and Continue".
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Set Up your EMR integration.
- Select the EMR you would like to integrate with and then select “Next”.
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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.
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- Once entered, the Ocean and TELUS servers will connect to authenticate the integration.
- Click on the "Connect with Accuro" button.
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Enter the following details, supplied to you by QHR:
- Tenant ID
- API username
- API password
Reminder: If you are connecting multiple Ocean sites to the same EMR instance, please ensure QHR has provided you unique API usernames and passwords for each site before proceeding. -
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Select "Log in" and then approve Ocean's third party access to the Accuro API.
The Ocean and Accuro servers will then connect to authenticate the integration. This may take a few seconds to initialize.
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- To finalize your integration, enter your UUID (also supplied by QHR) and select "Save and Continue".
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Log Out of OSCAR Pro
Please Note: Before proceeding, ensure that you are fully signed out of your OSCAR Pro EMR in any other browser windows or tabs. We recommend clicking the 'Log Out' option in the top right of the EMR to ensure the session is fully signed out.
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In the 'OSCAR Credentials' window, enter your OSCAR Server URL, Client Key, and Client Secret. Enter the OSCAR username and password for the newly created "Ocean Connect" user you created in step 3.
Note: Ensure that your OSCAR Server URL includes your EMR directory (e.g., the '/oscar' or equivalent component at the end of the URL).
Please also ensure there is no trailing slash at the end of the server URL - i.e. /oscar is correct, while /oscar/ is incorrect.
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Enter the username and password for the 'OceanConnect' EMR user that you created earlier.
Please do not enter your personal EMR login credentials into these fields. If your browser pre-fills these fields with your personal details, please fully erase those values and enter the proper “OceanConnect” EMR user credentials.
- Once all credentials have been entered, click the blue 'Connect with OSCAR' button.
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On the following screen, please re-enter your “OceanConnect” details, in addition to the pin number, and sign in.
You will be brought to a page where you will be asked to confirm Ocean's request to access your OSCAR EMR. Ensure the box next to EMR Access is checked. Click the blue 'Authorize Ocean' button.
- A window will prompt that you have successfully authenticated with OSCAR. Click 'Save and Continue'.
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.
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- Click the “Save” button to complete the setup process.
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From here, you can customize your configuration options. However, in most circumstances the default configuration will be sufficient.
Please Note: It is important to understand the impact of disabling the 'Automatically Import Attachments to EMR' setting, particularly for eReferrals. eReferral users should keep the checkbox enabled to ensure that they receive referral attachments.
For more details on configuration options, please refer to Customize your Cloud Connect Configuration.
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- Click the “Save” button to complete the setup process.
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Verify that Ocean has sufficient permission to access Accuro Document folders by:
Accuro Crosshair menu > Users > Manage Security > System Settings > General > EMR Settings sub-heading > and verify 'Enable Document From Field' is enabled.
Press 'Save Settings'
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Next, you can customize your configuration options.
QHR should automatically filter the list of providers to your specific clinic location and Ocean site. However, under the "General" section, the “Sync Appointments From” option will allow you to further filter or exclude certain providers, if needed.
If you are planning to map any Ocean eForm fields to Accuro custom fields (e.g. custom demographics, lab values), remember to enable “Custom Fields”. For more about custom fields, please refer to: "Mapping Answers from an Ocean eForm to a Custom Demographics Field".
Please note that it is important to understand the impact of selecting Encounter Notes vs Documents, particularly for eReferrals. eReferral recipients should select the Documents option to ensure that they receive referral attachments.
For more details on the rest of the configuration options, please refer to Customize your Cloud Connect Configuration.
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- Click the “Save” button to complete the setup process.
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From here, you can customize your configuration options.
We recommend opening the 'Sync Appointments for Provider(s)' dropdown to ensure the relevant schedules are being synced with Ocean.
Otherwise, the remaining default configuration options will be sufficient in most circumstances.
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For more details on the rest of the configuration options, please refer to Customize your Cloud Connect Configuration.
- Click the 'Save' button to complete the setup process.
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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.
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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).
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- 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".
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Ensure that Cloud Connect is activated in your Ocean Portal.
- Log in to the Ocean Portal, click the "Menu" button in the top left corner and click "Admin".
- In the "Site Features" section of the Admin Settings page, verify the "Enable Ocean Cloud Connect" checkbox is checked off.