eReferral to eConsult Workflow - Receiving Sites

This article walks through the workflow for Ocean sites that are responding to incoming eReferrals with an eConsult.

1. Reviewing New eReferrals

1. • Log into the Ocean Portal. Click the "Menu" button in the top left corner and select "eReferrals".
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   • Locate the eReferral. New referral requests will be in the "New" folder. Click on the eReferral to open it.
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2. Responding to an eReferral as an eConsult

Accepting as an eConsult

1. • With the eReferral opened, you will have the option to "Accept as eConsult" by selecting the arrow beside the "Accept" button at the bottom of the page, or by selecting the "Respond as eConsult" check-box beneath the messaging pane.
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   • If the "Accept as eConsult" button is selected, it will move to the "Accepted as eConsult" folder until further action is taken. The eConsult is marked in blue font to differentiate it from eReferrals.
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Sending the eConsult Response

1. • When you are ready to respond with an eConsult, navigate to the "Accepted as eConsult" folder and click the patient name to pull up the referral view.
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   • Since the eReferral was initially marked as an eConsult, the "Respond as eConsult" checkbox is automatically checked off.

     To provide the consultation, type the consult advice in the messaging pane, and select your billing time. Note that the maximum billing time is 60 minutes. Ensure that the "Respond as eConsult" box is checked, and press "Send" when complete.

     The original eReferral sender will receive an email notification that you have responded to their referral with an eConsult.

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   • Once the eConsult has been provided, the eConsult is moved from the "Accepted as eConsult" folder to the "eConsult in Progress" folder.
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3. Sender-Receiver Communication

Original Sender Responds to your eConsult

1. • Once the original sender reviews and responds to your eConsult, you will receive an email notification indicating that they have responded.
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   • The outstanding response from the original sender also places the eConsult into the "Needs Review" folder.
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   • Opening the eConsult will show your initial consult advice and the sender's response to your advice in the messaging pane. Selecting "Reviewed & Close" removes the eConsult from the "Needs Review" folder. It can then be found in your "eConsult in Progress" folder.
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Additional Sender-Receiver Communication

4. Sender Marks eConsult as Completed

1. • When the original sender marks the eConsult as "Completed", you will receive an email notification.
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   • The eConsult will be moved to your "Needs Review" folder, with a stamped completion message added to the conversation in the messaging pane. Once you have reviewed it, select "Reviewed & Close".
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   • You will be prompted with the option to download and import the consultation note into your EMR to maintain a permanent record of the interaction.
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   • After reviewing the completed eConsult, it can be found within the "Completed" folder.
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5. Recipient Chooses to Accept as an eReferral following an eConsult Response (Optional)

At any point, recipients can decide to turn the eConsult back into an eReferral if it is more suitable. If you would like to provide both an eConsult and accept the eReferral, the eConsult must be provided first, followed by the change to an eReferral.

Accepting an eConsult in Progress as an eReferral

1. • Within the eConsult, select the "Accept as eReferral" button. This moves the patient into the "Pending Booking" folder.
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Accepting a Completed eConsult as an eReferral

1. • Within the completed eConsult, select the "Mark Incomplete" button. This moves the patient back into the "eConsult in Progress" folder.
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• Select the "Accept eReferral" button. This moves the patient into "Pending Booking" folder.
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6. Sender Chooses to Proceed with an eReferral following an eConsult Response (Optional)

If you provide an eConsult in response to a sender's eReferral, the sender has ability to proceed with an eReferral at any point during the back and forth consultation conversation.

1. • If the original sender chooses to proceed with an eReferral following your initial eConsult response, you will receive an email notification, and the eConsult will appear in both your "New" and "Needs Review" folders.
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   • Within the request, a stamped message is shown indicating the sender's reasoning for requesting to proceed with an eReferral.
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   • You can decide to either "Decline" or "Accept eReferral" using the buttons near the bottom. Declining moves the patient into the "Declined" folder, while accepting moves the patient into the "Pending Booking" folder.
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