Before you can get setup, you need to follow the steps from the Getting Started Guide.
Ocean Set Up Guide
This step-by-step guide is designed to provide you with everything you need to get up and running on Ocean. If you run into any trouble, please <a href="/hc/en-us/requests/new">submit a ticket</a>.
Configure Your EMR
You can find step-by-step instructions to connect your integrated EMR to Ocean using the links below. If you are not using an integrated EMR, you can learn how to get started with the web portal by reading the Ocean Web Portal Setup Guide.
Set Up Your Ocean Products
Depending on which Ocean products you are using, additional configuration may be required.
If you are using Tablets with your patients, you will need a wifi-connected Android tablet to get started. It generally takes 10-20 minutes to get setup with a tablet.
If you are purchasing multiple tablets and you would prefer to have an IT consultant help you get set up, let us know and we’ll connect you with one of our recommended vendors.
With the Check-In Kiosk, patients can now swipe their health card at a kiosk stand in order to check in, review and update their demographics, complete forms and even change their status to “arrived” in your EMR.
To get started using the Check-In Kiosk, you will need to order your kiosk hardware and purchase a supported tablet.
Patient Messages provides a secure way to send patients messages, attachments, and forms to complete from home.
To get started using Patient Messages, you will need your own Ocean account (i.e. your own login credentials).
Online Booking provides an easy way for your patients to book appointments directly into your schedule from the comfort of their own home.
To get started using Online Booking, make sure you meet the prerequisites.
Website Forms provide a secure way for patients to send an inquiry or complete an online form from your clinic's website.
To get started with Website Forms, you will need to first create an Ocean eForm that you would like to be publicly available for your patients.
With user-friendly tablets and EMR integration, Ocean Studies seamlessly integrate with clinic workflow, making it easy for both front-desk staff and patients to use. Ocean Studies is the first survey and research platform with strict data privacy standards, designed for patients at the point of care. Now you can automate recruitment, consent, data collection and follow-up without risking patient privacy.
To get started using Ocean Studies, you will need an Patient Tablets and/or a Patient Messages subscription.
The Ocean Provider Network makes it easy to find a specialist, send and receive secure patient referrals electronically, and track your referral status, all from a single platform.
Search for referral targets on the Ocean Healthmap.
Visit our Ocean eReferral Network website to learn more about Ocean eReferrals.
The Ocean Provider Network makes it easy to find a specialist, send and receive secure patient consults electronically, and track your consult status, all from a single platform.
Search for consult targets on the Ocean Healthmap.
Get Started Using Ocean with Your Patients
Now that you've finished configuring your EMR to enable Ocean and all of your Ocean products are set up and ready to go, you are ready to start using Ocean with your patients.
The first thing you'll want to do is explore the Ocean eForm Library (in the eForms view of the Ocean Portal) to identify and/or create the questionnaires that you would like your patients to fill out. For more instructions on navigating the library, please refer to "eForms in Ocean's Core Library".
For some ideas about how existing Ocean sites are using Ocean in their practice, check out our Case Studies. To learn more about what you can do with Ocean in your EMR or from the Ocean Portal, check out our Start Using Ocean Section.
If you're still having trouble, feel free to submit a ticket to let us know how we can help.