Guide to the Ocean Portal

The Ocean Portal can be accessed at ocean.cognisantmd.com.

If you have an Ocean user account, signing into the Ocean Portal will allow you to view and configure all the various features of Ocean. Below you will find a basic overview of all 6 tabs available in the Ocean Portal.

Patients eRequests Studies Tablets eForms Admin
  • In the Patients tab, you can view all of your patients who have been loaded into Ocean.
  • From there, you can click on any of the patients listed to view any clinical notes that have been generated from this patient completing eForm(s). From this window, you can also queue an eForm for a patient, email a patient, send an eReferral for them through the Ocean eReferral Network (if you are registered as an eReferrer), remove a patient from Ocean, and access advanced settings for a patient (if needed).
  • You also have more options available to you in the Actions menu, located at the bottom left of this tab, including: creating a new patient in Ocean, synchronizing your appointments (for Accuro clients only), uploading a cohort of patients, emailing a patient cohort, or exporting a patient cohort.
  • If you ever run into any troubles while using the Ocean Portal, search through our library of support articles and/or contact our support team at any time by selecting the "Support" link at the bottom left hand corner of any page in the Ocean Portal.

Understanding Patient Status Icons in the Ocean Portal

    • When reviewing the list of patients in the Patients tab of the Ocean Portal, the "Status" column will indicate various statuses that may be applied to patients, depending upon actions they've performed or have yet to complete.
    • Below is a list of the various status icons that may appear in the "Status" column and their meaning.

Note: In the Patients tab of the Ocean Portal, hovering over each of the icons for a few moments will also bring up a tooltip displaying the icon's meaning.

Status for Ocean eForms

Icon Status
Orange Square with Pencil Patient has completed some forms but has not finished.
Orange Square with Pencil + ! Patient has completed some forms but has not finished. Response Overdue.
Green Square with Arrow Patient's notes are finished and ready for download into the EMR.
Grey Square with Checkmark Available notes have been downloaded into the EMR.
Red Circle with X Unable to retrieve patient information from EMR.
Clock Waiting for EMR.

Status for Ocean Online Messages

Icon Status
Grey Envelope The secure message has not yet been seen by the patient.
Red Envelop + ! The secure message has not yet been seen by the patient. Response overdue.
Grey Envelope + * The secure message has been accessed by the patient but it was not confirmed.
Orange Envelope + * The secure message has been accessed by the patient but it was not confirmed. Response overdue.

Pending Forms

  • In addition to the "Status" column, you will also see information under the column labelled "Pending Forms". The number of dots displayed in this area correlates to the number of unfinished forms in the patient's queue.

  • dots