Guide to the Ocean Portal

The Ocean Portal can be accessed at

If you have an Ocean user account, signing into the Ocean Portal will allow you to view and configure all the various features of Ocean. Below you will find a basic overview of all 6 tabs available in the Ocean Portal.

Patients eRequests Studies Tablets eForms Admin
  • In the Patients tab, you can view all of your patients who have been loaded into Ocean.
  • From there, you can click on any of the patients listed to view any clinical notes that have been generated from this patient completing eForm(s). From this window, you can also queue an eForm for a patient, email a patient, view their status and pending forms, send an eReferral for them through the Ocean eReferral Network (if you are registered as an eReferrer), remove a patient from Ocean, and access advanced settings for a patient (if needed).
  • You also have more options available to you in the Actions menu, located at the bottom left of this tab, including: creating a new patient in Ocean, synchronizing your appointments (for Accuro clients only), uploading a cohort of patients, emailing a patient cohort, or exporting a patient cohort.
  • If you ever run into any troubles while using the Ocean Portal, search through our library of support articles and/or contact our support team at any time by selecting the "Support" link at the bottom left hand corner of any page in the Ocean Portal.
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