Can I get a report of bookings made online?

You can export a .csv file of bookings made online.

  • Log into the Ocean Portal, click on the Menu button and select Online Booking. In the bottom left corner, click "Export".
  • Select your start and end date for your export. You can download data within a specific date range, or you can pull all data since you started receiving online bookings by leaving both dates blank.
  • Select “Export unexported records only” if you would only like to export online bookings that have not been previously exported. If you want to export all online bookings in the Ocean Portal, uncheck this box.

    Select “Mark records exported” to mark the online bookings as backed up, once you've completed the export. This will add a green checkbox icon beside the online booking in the Ocean portal, once the export is completed.

  • Note: If this box is left unchecked, the next time the export is done, the previously exported online bookings will be pulled once again. 
  • Finally, click "Export". This will export your data in a .csv file that can be opened using Microsoft Excel.

Final Comments:

The export will contain patient health information and should be stored somewhere securely at your site.

Note that data is purged regularly from Ocean. For details, refer to How long will my eReferrals be stored in Ocean? This article quotes eReferrals, but the same storage rules apply for online bookings as well.

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