When removing a user from your Ocean Site, it is important to ensure that the user is not associated with an Ocean Licence or assigned as a Delegate for any other users on your site. Expand each step below for guidance on the process.
- Within the Ocean Portal, open the 'Menu', select 'Admin', and click the 'Users' button.
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- Press the 'Edit Delegates' button next to the user that you are removing.
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- Use the 'Remove' button next to each listed delegate to remove the delegate association between the users.
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- Within the Ocean Portal, open the 'Menu', select 'Admin', and click the 'Licence Management' button.
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- Click the 'Remove' button on provider/EMR Schedule that you would like to remove.
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- From the main 'Admin' page, navigate to the 'Users' area.
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- Use the red 'Remove Users' button to remove the desired user from your Ocean Site.
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Additional Considerations
After removing the desired user account from your Ocean Site, it is beneficial to verify the areas below to ensure that the information is up to date.
- From the main 'Admin' page, navigate to the 'Site Account' area.
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- Verify that the email addresses listed in this area are accurate.
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- From the main 'Admin' page, navigate to the 'Directory Listings' area.
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- In the 'Listing Information' tab, verify that the listed 'eRequest notification email' is up to date.
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- In the 'Health Service Offerings' tab, verify that the 'Offering notification email' for each offering is up to date.
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- If the Directory Listing represents a single health care provider who will no longer be accepting eRequests, disable the 'Accepting eRequests' checkbox within the 'Enablement' tab.
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- Click 'Save Changes'.
If the removed user received email notifications on behalf of other users on your Ocean Site, ensure that remaining users update the 'Clinical Delegate Emails' field in their own account settings by following the steps below.
- Within the Ocean Portal, select your name in the top right corner, and select 'My Account'.
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- Ensure that the email addresses listed in the 'Clinical Delegate Emails' field are up to date and save any changes.
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If the user who was removed from your Ocean Site has an Online Booking Schedule(s) that is/are no longer needed, follow the steps below to deactivate it, remove the associated licence, and review your Booking Links:
1. Deactivate the Booking Schedule & Remove the Licence
- Within the Ocean Portal, open the 'Menu' and select 'Online Booking'.
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- Click the 'Settings' button in the top right corner.
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- Next to the 'Booking Schedules' heading, click 'Configure'.
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- Locate the Booking Schedule(s) that is/are no longer needed, and click 'Deactivate'.
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A prompt will appear informing you that the Online Booking Schedule has been successfully deactivated and to visit the Licence Management page to remove the licence and avoid incurring additional charges for the associated EMR Schedule.
Note: Since Ocean allows more than one Online Booking Schedules to be associated with a single EMR Schedule, this prompt only appears when all Online Booking Schedules using the same EMR Schedule have been deactivated.
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- Click the 'Go to Licence Management' button.
- Under 'Online Booking' section of the Licence Management page, locate the EMR Schedule that is associated with the now-deactivated Online Booking Schedule and click the 'Remove' button.
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2. Review your Booking Links
- Within the Ocean Portal, open the 'Menu' and select 'Online Booking'.
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- Click the 'Settings' button in the top right corner.
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- Next to the 'Booking Links' heading, click 'Configure'.
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Review the Booking Schedules that are associated with each of your Booking Links.
If a Booking Link hosts only the now-deactivated Booking Schedule, we recommend disabling the Booking Link by clicking the 'Disable' button.
Tip: Remember to remove any outdated Booking Links from your clinic/organization website.
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