Ocean can search for Generated Letters with attachments, in a patient chart in Accuro, and upload them directly to Ocean. The file can then be automatically included in an eConsult and/or eReferral sent through Ocean.
Initiating an eReferral/eConsult with an Attachment:
Prerequisite
- Ensure that you have enabled the 'Save for Ocean button within your Accuro system settings.
- Ensure that the Accuro Provider Permissions for the 'OceanAPI' EMR User have been appropriately set for the EMR providers that are using Ocean.
- Ensure that the Accuro CDS menu has been configured for quick access to Ocean.
- Select the patient in Accuro that you wish to generate an attachment in Ocean for.
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If you do have an Encounter Note Template and corresponding Quick Action Button configured, use your Quick Action Button to create a new Encounter Note.
If you do not have an Encounter Note Template and corresponding Quick Action Button configured, create a new blank Encounter Note in the patient chart.
Tip: You can use the 'CTRL+F11' keyboard shortcut to create a new note from any section of Accuro, as long as you have the patient selected first.
- Specify a filename for your attachment by using the 'Title' field in the bottom left, and then click Generate Letter.
- Ensure you have the correct 'From:' Provider selected in the top left, then go to the Attachments pane and click the green plus icon to add an attachment.
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In the Select Attachments window, choose the items from the patient chart that you would like included, and then select OK.
Adding Attachments to an Existing eReferral/eConsult
If would like to include additional attachments to an existing eConsult/eReferral, first follow steps A to G above, and then follow the steps below: