Update Your eConsult and eReferral Receiver Configuration

1. Indicate that your Ocean Site is Receiving Referrals

1. • Log in to the Ocean Portal and navigate to the eReferrals & eConsults page.
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   • Select the Settings button in the top right hand corner of the page.
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   • Note: The 'Settings' button is only visible to Site Admin users.

   • Under the "Welcome to Ocean eReferrals!" section, ensure that the appropriate selection is made for how your site is using eConsults and/or eReferrals ('Receiving Referrals' or 'Sending & Receiving Referrals').

     This selection controls the ability to access the configuration options in Step 2 that are only relevant for Ocean Sites that receive referrals.

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2. Configure Referrals

Receiving Referrals

Trustees/Custodians

Indicate whether your Ocean Site is a Trustee/Custodian.

Default Incoming Referral Notification Emails

Set your default email(s) for notifications regarding incoming eConsults and/or eReferrals. Further details on email notifications for receivers can be found in this article: Set Up Receiver Email Notifications.

Send Patients Email Notifications

Select whether you would like Ocean to automatically send patients email notifications regarding status updates for their referrals sent to your site. The list of email notifications patients will receive can be found in this article: What email notifications will patients receive regarding their eReferrals?

Use Ocean patient's email address for integrations*

When set to 'Yes', Ocean will send patient email notifications to the email address submitted with the eReferral/eConsult. This is the recommended configuration.

When set to 'No', Ocean will send patient email notifications to the email address included in the FHIR payload.

*This setting is only available for Ocean Sites that have enabled a referral integration within the 'Admin -> Integrations' area of the Ocean Portal.

Create Charts for New Patients

When set to 'Yes', this allows Ocean to create new patient charts in your EMR when a referral is accepted and no existing EMR chart is found.

Referral Records/Notes Filetype

Choose which file format you would like Ocean to download your records and notes as. More details can be found in this article: Can I change the File Format for Downloaded Records and Notes?

Automatically Close Referrals

Select if you would like Ocean to automatically mark booked referrals as completed, a specified number of days after the appointment date. More details can be found in this article: Can Ocean Automatically Mark Booked Referrals as Closed at my Site?

eConsult Management

Display eConsult Folders

If your site is using eConsults, ensure the display of eConsult status folders is set to 'Yes'.

Appointment Time Options

Time System

Indicate if Ocean should display times using a 12-hour or 24-hour clock format, or both.

Time Interval

Select the increments of time that are selectable in the Scheduling area of a referral.

Time Range

Indicate the bookable hours of the day.

Preview Appointment Time Options

Open this dropdown to view the options that will be available based on your current settings.

More information regarding these settings can be reviewed in the following support article: Can I Configure the Booking Time Options that Appear in the eReferral Scheduling Pane?

Once you're satisfied with your configuration choices, click the 'Save' button at the bottom of the page.