Edit Delegates Page

  • From the Users tab, you can edit an individual Ocean user's delegates by clicking the "Edit Delegates" button on the far right.
  • Details for the user will appear in the Manage User page. Use the buttons to add, change or remove delegates. You can also assign this user as a delegate for another Ocean user on your site.

A Clinical Delegate will have the ability to send eReferrals on behalf of the Ocean user.

A Primary Delegate is a special type of Clinical Delegate. Primary delegates have the same permissions as a Clinical Delegate and in addition they will share the Patient Messaging license of another Ocean user. Each Ocean user can only have one primary delegate. Please note that the delegate user must be assigned one of the following clinician types: MOA/secretary, nurse, resident, physician assistant or other.

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