Learn how to import notes from eReferral requisition forms from the eReferrals View of the Ocean Portal into the patient's chart in your EMR.
- If you are a PS Suite user NOT on Cloud Connect, you will need to navigate into the patient's EMR chart. If the patient does not yet exist in the EMR, you will need to create a stub chart. Then, use the "Import" link on the Ocean toolbar in your EMR, which will allow you to import a patient's eReferral using the reference number provided.
- The patient demographic fields will automatically update in the patient's chart when you import their eReferral data.
Note: If you're a PSS user, on Cloud Connect, Ocean will look for a patient with a matching health card number and automatically import the referral into their chart.
- If you use Oscar you will need to navigate into the patient's EMR chart. If the patient does not yet exist in the EMR, you will need to create a stub chart. Then, use the "Import" link on the Ocean toolbar in the patient's Encounter Chart, and enter in the reference code provided on the Import window.
- Confirm the patient you are importing from the eReferral, matches the patient information of the chart you are importing the referral into. The patient demographic fields will automatically update in the patient's chart when you import their eReferral data.
- If you are using Accuro and are accepting eReferrals from new patients (that don't have a record in your Accuro EMR yet), you will want to ensure that your site is set up to allow Ocean to create patients in your EMR. You can enable this by going to the Admin Settings page in the Ocean Portal, clicking "Site Features", checking off the "Allow accepted eRequests/eReferrals to create patients in your EMR" checkbox, and then saving your changes.
- Then, when you accept a new eReferral, the referral note should either automatically be uploaded into the patient (with matching health number)'s chart in Accuro. If a chart with a matching health number is not found, a chart will be created in Accuro with the notes uploaded into that newly-created chart.
If you use non-integrated EMR, you can download the submission and upload it into your EMR as a PDF.