What do the different folders mean in the eReferrals & eConsults page?

The folders in the eReferrals & eConsults page are used to manage your site's eConsults and eReferrals. Each folder is described here to help you process and manage incoming and outgoing consults and/or referrals.

  • General Folder Group

    • Needs Review
      Any consults and/or referrals that have been flagged for review.
      For Me
      Any consults and/or referrals that have been flagged for your review specifically.
      Recently Viewed
      Any consults and/or referrals that you have recently viewed.
  • Received Folder Group

    • New
      Consults and/or referrals that have been received and have not yet been accepted or declined.
      Accepted as eConsult
      Consults that have been reviewed and accepted.
      eConsult in Progress
      Consults that have been responded to.
      Pending Booking
      Accepted referrals that have not been booked for appointments.
      Booked Unconfirmed
      Any accepted referrals that include appointments that have not been confirmed by the patient.
      Booked Confirmed
      Any accepted referrals that include appointments that have been confirmed by the patient.
      Awaiting Reply
      Any consults and/or referrals that have been marked as Awaiting Reply.
      Walk-ins
      Any consults and/or referrals that have been accepted as a walk-in appointment.
      Received (All)
      All consults and/or referrals that your site has received regardless of their current status.
      Completed
      Consults and/or Referrals that have been marked "Complete" following their appointment date.
      Forwarded (All)
      Any consults and/or referrals that your site has received and you have forwarded to another site.
      Declined
      Consults and/or Referrals that you have declined.
      Cancelled
      All canceled consults and/or referrals.
      Externally Managed
      Any consults and/or referrals that have been marked as Managed Externally.
  • Sent Folder Group

    • Sent (All)
      All consults and/or referrals that have been sent from your site.
      Incomplete
      Any outgoing consults and/or referrals that have been saved for later completion (have not been sent yet). These referrals are only saved in Ocean for 30 days before they are automatically deleted.
      Awaiting Response
      Any consults and/or referrals that you have sent that have not yet been accepted by the recipient.
      Accepted as Walk-In
      Any sent consults and/or referrals that have been accepted as a walk-in appointment by the recipient.
      Accepted as eConsult
      Any sent referrals that have been accepted as an eConsult by the recipient.
      Pending Booking
      All referrals that have been sent from your site that are accepted and awaiting to be booked by the recipient.
      Booked Unconfirmed
      All referrals that have been sent from your site and include appointments that have not been confirmed by the patient.
      Booked Confirmed
      All referrals that have been sent from your site and include appointments that the patient has confirmed.
      Completed
      Consults that have been marked as completed after an eConsult response, and referrals that have been marked as completed following their appointment date(s).
      Declined
      Your sent consults and/or referrals that were declined.
      Cancelled
      Your sent consults and/or referrals that were canceled.
      Externally Managed
      Any sent consults and/or referrals that have been marked as Managed Externally.
  • Other Folders

    • Deletion Warnings
      Consults and/or Referrals that are approaching deletion.
      Actions
      Use this menu to create an inbound request, view the directory, export consults and/or referrals, update wait times, or view a patient's referral history.
      Support
      Click here to contact the OceanMD Support team.
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