How do I set a Clinical Delegate user for my Ocean user account?

If you work with another Ocean user(s) who will be sending eConsults and/or eReferrals on your behalf, you will want to invite them to create an Ocean user account and set them as your Clinical Delegate(s).

Add a Clinical Delegate(s) to your Ocean user account

  • Log into the Ocean Portal.
  • Click your name in the top right hand corner and select My Account from the menu.
  • Click the "Edit Delegates" button.
  • Use the 'Add Clinical Delegate' button to select the user(s) that should have the ability to send eRequests on your behalf.

    The dropdown list displays all users for all Ocean Sites that your user account is associated with. You may specify any number of Clinical Delegates.

  • A Clinical Delegate can be removed by pressing the 'Remove' button on the right.

Note: If you are an Ocean Site Admin, you can view and edit delegate relationships for all users on your Ocean Site. For more information, please refer to this article: Edit Delegates Page.

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