Note for Ontario Users: In Ontario, Ocean eConsults are currently in a limited release. For more information on eConsult in Ontario as part of the Ontario eServices Program, please review the Overview of eConsults in Ontario article.
Learn how to navigate Ocean's eReferrals & eConsults area, and the basic sections within an eConsult.
The eReferrals & eConsults view is used for viewing, tracking, and managing all of your eConsults in one central area. Learning the basic functionalities of this area will allow you to confidently navigate Ocean and handle your eConsults with ease.
The diagram below outlines the key areas and functionalities in the eReferrals & eConsults view.
- 1. Search Box
- To find a specific eConsult, type into the search bar. You can search by patient surname, or the names of the related healthcare providers.
- 2. General Folder Group
- These folders are used to flag eConsults that need to be reviewed, eConsults that have been flagged for your specific attention, and eConsults you have recently viewed.
- 3. Sent/Received Status Folder Group
- The 'Received' and 'Sent' folder groupings contain individual status folders which are used to organize eConsults as they progress through their lifecycle. The specific purpose of each status folder is defined in this support article.
- 4. Actions Menu
- Used for quick access and advanced functionalities, including launching the Ocean Healthmap, exporting your eReferrals and eConsults, batch print eReferrals and eConsults, and viewing a patient's referral and consult history.
- 5. Group-Level Filters
- Contains filters that can be applied across all status folders within the 'Sent' or 'Received' folder grouping.
- 6. Folder-Specific Filters
- Contains filters that can be applied only within the currently-opened status folder.
- 7. Patient Referral List
- Shows basic information about the patient eConsults that match your currently selected folder and applied filter(s).
- 8. Settings Button
- Used for accessing the configuration options available for eReferrals & eConsults at your Ocean Site.
- 9. Status Icons
- Used for quickly indicating relevant statuses and characteristics for each eReferral & eConsult. A full legend for all icons is found in this support article.
An eConsult can be opened by simply clicking on it from the patient referral list. The diagram below outlines the key areas and functionalities within an eConsult.
- 1. Health Service Offering
- The patient's name, health service offering that they were consulted for, and MRN/EMR ID number are displayed at the top of the eConsult.
- 2. Action Menu
- Used to action and manage the eConsult from directly within. Each action menu item is described in detail in this support article.
- 3. General
- Contains basic information regarding the patient, the sender, the date of the eConsult, and any additional stakeholders copied on the consult.
- 4. Notes
- Used for general and/or private note-taking regarding the eConsult, as well as advanced functionalities such as the review/triage form.
- 5. Messaging
- Used for communicating with other eConsult stakeholders, requesting additional information prior to accepting/declining an eConsult (e.g., lab values, imaging results), and providing consultation advice to sending providers for accepted eConsults.
- 6. Referral Form Summary
- Contains a note summarizing the sender's responses to the eConsult form questions/criteria during the eConsult sending process.
- 7. Patient's Note
- If the patient recently completed an Ocean eForm(s), or any Secure Messages were sent and/or responded to, the resultant note(s) will be displayed here.
- Providers with an Ocean Patient Messages license can use the envelope icon to send a secure message and/or additional digital questionnaires to the patient.
- 8. Needs Review
- Used to assign an eConsult to be reviewed by another user on your Ocean site.
- 9. Action Buttons
- Used to accept or decline the eConsult.