Guide to the Ocean Portal

  • The Ocean Portal can be accessed at
  • Please note that the Ocean Portal performs best on Google Chrome and Mozilla Firefox browsers.

    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 left 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 Templates 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).
  • In the left side bar, you have the option to filter your patients. Under Find Patients, you can search for a patient by surname, Ocean Reference Number or EMR ID. You can also filter by message status by clearing the search bar and selecting the options from the drop down.
  • You can also filter by Provider, use the Day Sheet to view all patients with appointments on a specific date, or view your walk-in provider's patients only (this option is set in your Ocean Cloud Connect settings).
  • 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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