1. How to access and review your attachment
Once you have received a new inbound message via an Ocean Website Form Link, it will appear in the Ocean portal as a new Website Form Submission.
Please note: Telus PS Suite cannot directly attach files to patient charts/notes. Files must be manually copy/pasted from Ocean into your EMR. Please refer to the instructions in this guide for steps on uploading downloaded attachments into the EMR chart.
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To review your new requests and download your file attachments and note, navigate to the "Website Form" view in the portal. Select the "New" option from the sidebar. Select the appropriate submission to view its details.
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The patient's file attachment will be displayed under the "Messaging" panel on the righthand side of the request. Click the preview icon and copy the image by right clicking and selecting copy or using the keyboard shortcut control/command + C.
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After copying the attachment, ensure you click the "Completed" option at the bottom of the screen. This will initiate an EMR import and download the corresponding note from the request into the patient's chart.
Note: The file attachment itself will not be downloaded with the note. See Step 2 of this guide for more information. -
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If you need to re-download the attachment, you can locate the request in the "Completed" folder on the lefthand sidebar.
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To review your new requests and download your file attachments and note, open the "Website Form" view in the portal and select the "New" option from the sidebar. Select the appropriate submission to view its details.
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The patient's file attachment will be displayed under the "Messaging" panel on the righthand side of the submission.
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Click the "Completed" option at the bottom of the screen. This will initiate an EMR import, which will download the corresponding note and attachment from the request into the patient's chart.
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If you need to re-download or review the attachment, you can locate the request in the "Completed" folder on the lefthand sidebar.
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To review your new requests and download your file attachments and note, open the "Website Form" view in the portal and select the "New" option from the sidebar. Select the appropriate submission to view its details.
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The patient's file attachment will be displayed under the "Messaging" panel on the righthand side of the submission.
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Click the "Completed" option at the bottom of the screen. This will initiate an EMR import, which will download the corresponding note and attachment from the request into the patient's chart.
-
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If you need to re-download or review the attachment, you can locate the request in the "Completed" folder on the lefthand sidebar.
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To review your new requests and download your file attachments and note, open the "Website Form" view in the portal and select the "New" option from the sidebar. Select the appropriate submission to view its details.
-
The patient's file attachment will be displayed under the "Messaging" panel on the righthand side of the submission.
-
-
Click the "Completed" option at the bottom of the screen. This will initiate an EMR import, which will download the corresponding note and attachment from the request into the patient's chart.
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If you need to re-download or review the attachment, you can locate the request in the "Completed" folder on the lefthand sidebar.
For more detailed information on the full website form submission workflow, please refer to this guide: Basic Website Forms Management Workflow
2. How to import your attachment into the EMR
Manual Download Workflow
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- Open the corresponding patient chart in PS Suite.
- Locate and select the corresponding Ocean note in the patients chart (You will see the note contains the term "Attachment Included.").
- Use the keyboard shortcut control/command + V to paste the image into the progress note. Repeat the steps if your are importing more than one image.
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- In the attachment preview window, click the "Save" button
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The attachment will now be associated with the note via a paperclip icon next to the date. Clicking the paperclip icon will allow you to review the attachment.
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"Manage Received Documents" Workflow
PS Suite has a built in "Manage Received Documents" workflow. This workflow allows PS Suite users to point their EMR to a specific folder on their computer, give the EMR access to downloaded files from that folder, and immediately delete them after being downloaded into the EMR. This saves the important manual step of having to delete files containing PHI from a computer. In the clinic, this functionality is typically used by admins to import faxed documents, but can also be useful when managing these attachments through Ocean.
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- From a patient's chart, choose File, and select Manage Received Documents from the menu
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- Enter the patient's name in the Select Patient box. Next, select the Attachment to Existing Note radio button option. Finally, click the Select Note to Receive Attachment button.
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- In the patient's record, choose the note which you want to attach the document by clicking the checkbox next to the date to green bar it (you can only attach the document to one note.) Leave the patient record open and navigate back to the "Manage Received Documents" window. If required, modify the users to notify who need to review this document. Click the Save into Patient button.
- The attachment will now be associated with the note via a paperclip icon next to the date. Clicking the paperclip icon will allow you to review the attachment. The document also disappears from the "Manage Received Documents" list and it is securely deleted from the source folder on your workstation.
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Med Access can automatically download the file attachment into the patient's chart when the Ocean request is Completed or Accepted.
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- Once the request is completed, login to Med Access and open the patient's chart.
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- The generated Ocean eForm note will be downloaded as a Completed Task, and the corresponding file attachment will be downloaded as an Active Task with a PDF attachment.
Accuro can automatically download the file attachment into the patient's Virtual Chart when the Ocean request is completed or accepted.
To ensure Ocean is set up correctly to send the attachment to the Virtual Chart's received documents folder, please sign into Cloud Connect and review the following configuration:
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- From the Cloud Connect main screen, select the "Edit Settings" options under the "Sync Status" panel.
- In the window that appears, ensure the "Save Website Forms as" option is set to "Documents."
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- Click "Save" at the bottom of the window.
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Once the request is completed, open the patient's Virtual Chart tab and select "Documents" from the lefthand menu to review the attachment entry.
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OSCAR PRO can automatically download the file attachment into the patient's Documents when the Ocean request is completed or accepted.
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Once the request is completed, login to OSCAR PRO and open the patient's chart. The Ocean note will be downloaded into the encounter notes area and the attachment will be downloaded in the Documents area.
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