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 a sender can respond to the consultation advice you have provided.
After you have responded to an eConsult with your consultation advice, the sender can take action in a few different ways:
Sender Follows Up with Additional Information
- The sender may review your consultation advice and follow up with additional questions or information.
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- These can be reviewed in the 'Messaging' area of the eConsult, where you can respond. Correspondence with the sender can continue as long as necessary.
- If a sender follows up with additional information, the eConsult will remain in the 'eConsult in Progress' status folder. It will also be found in the 'Needs Review' status folder.
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- Any messages that have not been reviewed will be indicated by a yellow exclamation icon. To acknowledge that messages from the sender have been seen, mark the eConsult as 'Reviewed & Close'. The eConsult will then be removed from the 'Needs Review' folder.
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Sender Changes the eConsult to an eReferral
- At any time during the lifecycle of an eConsult, the sender can choose to change the eConsult to an eReferral.
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If an eConsult is changed to an eReferral by the sender, it will be found in the 'Needs Review' and 'New' status folders in the Ocean Portal.
Sender Requests to Proceed with eReferral
- If the sender has reviewed your consultation advice and feels that a referral is necessary, they can request that you proceed with a eReferral for the patient.
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- In this case, the eConsult will be automatically moved to the 'Needs Review' and 'New' status folders in the Ocean Portal.
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In the 'Messaging' area of the eConsult, you will find a message containing a request to proceed with an eReferral, along with the reasoning for this request.
Follow the steps in this guide to move forward with an eReferral.
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Sender Completes eConsult
- If the sender has reviewed your consultation advice and is satisfied with your exchange, they can choose to mark the eConsult as completed.
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- The eConsult will be automatically moved to the 'Needs Review' and 'Completed' status folders.
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Open the eConsult and select 'Reviewed & Close' to acknowledge that you have reviewed the completed eConsult.
The eConsult will then move out of the 'Needs Review' status folder.
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Note: Upon acknowledging the completed eConsult as reviewed by selecting 'Reviewed & Close', a final copy of the eConsult record will be automatically downloaded into the patient's chart in your EMR. This applies to Med Access, Accuro, or OSCAR Pro users.
For other EMRs, you can manually download a final copy of the referral/consult record.
Mark a Completed eConsult as Incomplete
- If you believe that the eConsult is not yet complete, you can select 'Mark Incomplete' to continue the exchange with the sender.
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- The eConsult will automatically move to the 'eConsult in Progress' status folder for both parties. You can then continue communicating with the sender until they mark the eConsult as completed.
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