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. Click the "Menu" button in the top right corner to open the navigation menu with access to all views. Below you will find a basic overview of all views available in the navigation menu of the Ocean Portal.
Patients eForms Admin Quick Links Tablets & Kiosks Online Booking Website Forms Studies eReferrals Healthmap
  • In the Patients view, you can see 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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