Sending an eReferral/eConsult with Attachments from OSCAR Pro

The following workflows can be used to include file attachments from OSCAR Pro in an Ocean eReferral/eConsult.

Unsupported File Types: Please note that the integration between OSCAR Pro and Ocean does not currently support attaching the following file types from OSCAR Pro: "tiff", "tif", "mp3", "mp4", "txt".

Scenario 1: Initiating an eReferral/eConsult with an attachment

  • In the patient chart in OSCAR Pro, create a new 'Consultation'.
  • Click 'Attach File to Consultation'.
  • Select the desired items from the patient chart to include as an attachment, and then click 'Done Close Window'.
  • The selected attachments will appear in the left hand side of the Consultation window. Next, click the 'Refer' button in the top right corner.

  • Note: The 'Consultation' window will automatically close after clicking the 'Refer' button. Any text that was input in the 'Consultaton' fields will not be transferred into Ocean. Do not make any further edits in this window, beyond simply adding the attachments.
  • The Ocean Healthmap will launch in a new browser tab. After searching for and selecting an eReferral recipient, the file attachment(s) will be automatically included near the bottom of the referral form.
  • Click the "purple eye" icon to preview the attachment before sending the eReferral. If needed, you can click the red "X" to remove it from the referral.
  • After filling out the referral form and previewing your attachments, send your eReferral by clicking the 'Send eReferral' button.

Scenario 2: Adding attachments after an eReferral/eConsult is sent

Warning

This workflow uses the Attachment Manager functionality within OSCAR Pro, which is not officially supported by OSCAR Pro for use with Ocean eReferrals/eConsults at this time.

If an eReferral/eConsult has already been sent, but you would now like to include an attachment from OSCAR Pro, follow the steps below:

  • In the patient chart in OSCAR Pro, open the 'Attachment Manager'.
  • Enable the checkbox for the desired attachment(s), and then click the 'Save for Ocean' button.

    Note: Only items from the Documents, HRMs, Labs, and eForms sections can be saved for Ocean.

  • Close the Attachment Manager window.
  • Click the 'Patient Summary' button on the Ocean Toolbar.
  • Under the 'Sent' heading, click on the sent eReferral/eConsult that you would like to add the attachment(s) to.
  • In the 'Messaging' area, click the 'Add Attachments' button, and select an uploaded attachment.

    If you have multiple attachments to upload, repeat this step. The attachment(s) will be uploaded into the 'Messaging' area.

  • Click the purple eye icon to preview each attachment before sending them.
  • Optionally include a typed message, and then click the 'Send' button to send it to the recipient.

Scenario 3: Adding attachments to an eReferral/eConsult that has been initiated but not yet sent

Warning

This workflow uses the Attachment Manager functionality within OSCAR Pro, which is not officially supported by OSCAR Pro for use with Ocean eReferrals/eConsults at this time.

If you initiated an eReferral/eConsult without an attachment and decide that you would like to include an attachment prior to sending it, but you do not want to lose any progress you made when filling out the referral form, follow the steps below:

  • A confirmation message will appear indicating that your referral has been successfully 'Saved for Later'. Click 'OK'.
  • Return to the patient chart in OSCAR Pro and open the 'Attachment Manager'.
  • Enable the checkbox for the desired attachment(s), and then click the 'Save for Ocean' button.

    Note: Only items from the Documents, HRMs, Labs, and eForms sections can be saved for Ocean.

  • Close the Attachment Manager window.
  • Click the 'Patient Summary' button on the Ocean Toolbar.
  • Under the 'Outbox - Saved for Later' heading, click on the incomplete eReferral/eConsult that you would like to add the attachment(s) to.
  • The partially-filled referral form that you saved earlier will open in a new tab. Click the 'Add Attachments' button and select an uploaded attachment.

    If you have multiple attachments to upload, repeat this step.

  • Click the purple eye icon to preview each attachment before sending the referral.
  • After filling out the rest of the referral form, send your eReferral by clicking the 'Send eReferral' button.
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