Can I change the File Format for Downloaded Referral Records and Referral Notes?

You must be an Admin user at your Ocean site to configure these settings.

If you are a receiving site that accepts eReferrals and imports them into a non-integrated system, you may want change the file format of the downloaded referral to one that is compatible with your system. Ocean currently supports two file options to choose from: PDF or TIFF

  • Open the Menu and select the eReferrals option.
  • Click Settings button in the top right hand corner of the page.
  • Within the Referrals Settings, click to Configure Referrals.
  • Select the dropdown for Referral Records/Notes Filetype and choose between the default PDF files option or the TIFF files format.
  • Save changes.
  • Selecting the Download option in the Import window (which appears after the eReferral is accepted), will now trigger the file to download in the format specified.
  • The Action Menu items for Download Referral Record and Download Referral Note will also download the referral files in the format specified in the Site Features.
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