How can I set up a Patient Authenticated Website Form to allow patients to securely send attachments?

A Patient Authenticated Website Form allows patients to securely send a message with an attachment(s) to the clinic. Only patients with existing records in the clinic's EMR can access to this form.


1. Create a new Website Form Link

  • Log in to the Ocean Portal, select 'Menu' and click 'Admin'.
  • Within the Admin Settings page, select 'Website Form Links'.
  • Click the 'New Website Form Link Configuration' button in the bottom right corner.

2. Configure your Website Form settings

  • Name
    The name of your Website Link, for internal purposes. This name is not visible to patients.
    Directory Listing
    The Directory Listing that you created or claimed.
    Website Forms Type
    Indicate the type of Website Form Link you are creating. In this case, select 'Authenticated Form'.
    Redirect URL
    If a URL is entered, the patient will be automatically redirected to the provided URL upon submission of the form.
    Authentication Type
    Choose if patients should authenticate using their Health Number, or an Alternate ID*.
    Alternate ID Label*
    If Alternate ID is chosen as the Authentication Type, enter the label that will be displayed to patients during authentication (e.g., "Student Number").
    Subsite Reference
    Only applicable if your Website Form fees are covered by different payers. More information about subsites can be found in "Creating Separate Bills for Different Ocean Services".
    Once enabled, your Website Form Link can be accessed using the provided URL after creation and billing will begin. If you are not ready to activate the link yet, simply keep this setting disabled until you're ready.
  • Once you're ready, click the 'Create' button to complete the configuration of your Patient Authenticated Website Form.

3. Set your Website Form Notification Email

  • Within the Ocean Portal, select 'Menu' and click 'Admin'.
  • Within the Admin Settings page, select 'Site Account'.
  • Enter the email address that should receive notifications for new website form submissions in the 'Website Form Notification Email' field.

    Multiple email addresses can be included, separated by commas or semicolons.

4. Deactivate/Activate your Patient Authenticated Website Form

Once you have created and configured your Patient Authenticated Website Form, you can deactivate or activate it at any time.

  • Within the Website Form Links settings area, simply click the 'Configure' button to adjust any settings.
  • Make your desired changes to the link configuration (e.g., enabling or disabling the 'Active' checkbox), and then click the 'Save' button.

Directory Listing Deleted/Unclaimed?

Please Note: If the Directory Listing associated with your Patient Authenticated Website Form is deleted or unclaimed from your Ocean Site, the form will be automatically deactivated.

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