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

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.

If you work with an MOA, receptionist, nurse, resident, or student 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.

  1. Add your delegate(s) to your Ocean account

    • Log into the Ocean Portal.
    • Click your name in the top right hand corner and select My Account from the menu.
    • From the User Settings page of your account, select the "Edit Delegates" button.
    • On the Delegates page, click the "Add Delegate" button and select the username(s) of the user that you want to add as your clinical delegate(s). You can add any number of delegates to be associated with your Ocean user account.
  2. Set a Primary Delegate (optional)

    • You can select one of your delegates to be your Primary Delegate. The Primary Delegate will be covered under your Patient Messaging license (if applicable.)

      Note: The delegate user must be assigned one of the following clinician types: MOA/Secretary, Nurse, Resident, Physician Assistant or Other.
    • Under the "Actions" column, click the "Make Primary Delegate" button.
    • Once set, the "Actions" column will read "Primary Delegate." This confirms the chosen delegate is now associated with your Patient Messaging license.

Note:  A Site Admin user can see and edit delegates for all users at their site in the Admin view. Refer to this article: Edit Delegates Page.

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