When managing incoming eReferrals in the eRequests tab of the Ocean Portal, you may encounter icons or buttons that you are unsure of. Below is a list of the various icons and buttons that may appear and their meaning.
Icons within the eRequests tab
|Column currently being sorted (and direction – ascending or descending).|
|There is a message associated with the eReferral.|
|View this patient's previous eReferrals.|
|There is an attachment associated with the eReferral.|
|This patient's chart in the EMR cannot be found and Ocean is waiting for the EMR.|
|A backup copy of the eReferral has been exported from Ocean.|
|The notes for this patient have been downloaded into the EMR.|
|This patient has notes that are ready to be downloaded into the EMR.|
|The eReferral has been electronically forwarded to an eReferral recipient.|
|The eReferral has been manually forwarded to a fax recipient.|
Icons within the eReferral
|Edit patient level details (email, phone, address).|
|A component of the eReferral requires review (message, referral note, etc.).|
|A component of the eReferral that was previously requiring review has been reviewed.|
|Add a canned note or Review/ Triage form to the eReferral. Select a canned booking comment when scheduling appointments. Select a canned message in the eReferral messaging pane.|
|Send a patient note or resend patient appointment notification email.|
|Add a new note to the master eReferral (while viewing a child eReferral).|
|The eReferral will be included in wait time calculations, because a date booked comment has not been chosen.|
|Delete an attachment that has been added to the appointment notification email.|
Buttons within the eReferral
|Accepts the eReferral. If an appointment time is entered, the eReferral will move to your Booked Unconfirmed inbox (or Booked Confirmed if the Confirmed checkbox is selected). If no appointment time is entered, the eReferral will move to your Pending Booking inbox.|
|Moves the eReferral from the Awaiting Reply inbox to the appropriate inbox based on the eReferral status.|
|Indicates that the eReferral as complete and not requiring any further follow up. Will move the referral to your Completed inbox.|
|Declines the eReferral and moves it to the Declined inbox. Clicking this will prompt you for the reason and an optional message that will be sent to notify the referrer.|
|Forwards the eReferral to the selected site for further follow up. Moves the eReferral to your Forwarded (All) inbox.|
|Acknowledges that you have read and accept the text that is in the window.|
|Indicates that the component of the eReferral requiring review has been reviewed. Will move the eReferral to the appropriate inbox based on the eReferral status.|
|Sends the message and any attached files to the referrer.|
|Closes the window without saving any changes and returns to the previous screen.|
Saves changes made.
Note: The window will remain open when this option is selected.
|Saves changes made and closes the window.|
Saves changes made and closes the window. Will move the eReferral to the Awaiting Reply inbox.
Note: This option appears in a dropdown menu beside Done when a message is sent from the eReferral.
Notifies the selected provider that an eReferral requires their attention when flagging an eReferral for review.
Note: The referral must be saved in order for the notification to be sent.
Note: In the eRequests tab of the Ocean Portal, hovering over each of the icons for a moment will also bring up a tooltip displaying the icon's meaning.