List of Demographic Fields that do not Update in Accuro

Within Accuro, there are some demographic fields that do not automatically update when changed by the patient through Ocean.

The following items do not automatically update:

  • firstName
  • surname
  • preferredName
  • maidenName
  • addressLine2Label
  • country
  • addr2Line2Label
  • addr2Country
  • pmoc
  • insuranceNumber
  • chartNumber
  • emergencyContactRelationship
  • emergencyContactIsPoA
  • hnEligibility
  • language
  • emailConsent
  • smoker
  • everSmoked
  • cigsPerDay
  • packYears
  • smokesCigars
  • smokesPipe
  • chewsTobacco
  • vapes
  • secondHandSmoke
  • drinksPerWeek

Accuro: Manually Uploading Patients into Ocean

Normally, Ocean will automatically resynchronize appointments with the Accuro appointment schedule every 30 minutes. This is generally a sufficient time frame to have all the patients who need to fill out Ocean forms, loaded into Ocean.

However, if you go to email a patient more than a week in advance of their appointment, you may sometimes find that they are not in Ocean yet. Not to worry - you can easily upload this patient into Ocean by using a Ocean online message CDS link or the "Fetch Patient" feature in the Ocean Portal.

After your patient has been uploaded into Ocean, you can send the patient a message by clicking on their name, as you normally would.

CDS Link Ocean Portal
  • Once you've selected a patient in your Accuro EMR, you can use either the "Ocean Portal" or "Send Ocean Online Message" CDS link from the main target Accuro menu to directly upload a patient into Ocean, right from your EMR.
  • Once you've selected the CDS link for the patient, Ocean should upload the patient into less than 30 seconds.
  • Once the patient has successfully been uploaded into Ocean, you should be redirected to either the Ocean Portal with the patient selected or the Ocean online message editor window.

Accuro: Mapping Answers from an Ocean eForm to a Custom Demographics Field

Prerequisites:

    • Custom demographic fields have been created in Accuro
  • Custom demographic fields are populated for at least 1 patient in Accuro
    • Custom demographic fields must be enabled in Ocean Cloud Connect
  1. Tag your custom demographic note in your Ocean eForm.

    • When you are building your eForms, if you "tag" a caption or custom note by surrounding a single word with "@" and ": $$", then the value of that item will be available for use with EMR field mapping.
    • If you would like to pre-populate the eForm field with the custom demographic value recorded for that patient in Accuro, ensure that the "Prepopulate this item with" field is set to: "@ptCustom.EMRField" (where 'EMRField' is the name of your custom demographic).
    • Important Note:

      If your custom demographics field is more than one word in Accuro, you will need to combine the phrase into one word.

      For example: If your custom demographic field is called "Email Consent" in Accuro, your "Custom Note" will be @EmailConsent in the eForm and your "Prepopulate this item with" field will be @ptCustom.EmailConsent.

  2. Create the corresponding custom demographic in Ocean.

    • Login to the Ocean Portal. Click the "Menu" button in the top left corner and select "Admin".
    • Enter the "EMR Field Mapping" section and select "Add Row".
    • Next, ensure the "Type" dropdown is set to "Custom Demographic."
    • The "Tagged Field" column's value corresponds to the field in your Ocean eForm (all one word, without the leading '@' or ': $$' portions -- i.e. EmailConsent)
    • Name the "EMR Field" the exact value of the custom demographic name in Accuro.
    • Be sure to Save Changes before leaving this page.
  3. Test out your new custom demographic.

    • Now, if a patient completes an Ocean eForm that contains your custom demographic item, the result will be set in the corresponding custom demographic field in the patient's chart.

Accuro: Mapping Answers from an Ocean eForm to a Lab Value

  1. Tag your measurement in your Ocean eForm.

    • When you are building your eForms, if you "tag" a caption or custom note by surrounding a single word with "@" and ": $$", then the value will be available for use with EMR field mapping.

      Please note: a tagged field cannot contain spaces. For example, "@myLabValue: $$" would be correct, but "@my Lab Value: $$" would not work.

      An example of an eForm tagged field can be found in the screenshot to the right or in the note generated by this standard PHQ-9 questionnaire.
  2. Create a lab value in Accuro for your Ocean answer.

    • Log in to Accuro and enter the EMR section's Encounter Notes tab.
    • Click on the green plus sign in the "Labs" panel to create a new lab test.
    • This will open up the Lab Tests dialog box, where you can add a new lab test by clicking on the green plus sign.
    • This will open up the Edit Lab Tests dialog box, where you can add new lab test results by clicking on the green plus sign.
    • This will then open up the Lab Results dialog box, where you can add new lab test result by clicking on the New button at the bottom, or selecting an existing result from the list.
    • Creating a new result will open up the Edit Result dialog box, where you can define the data type and units.
    • Leave the "Source Code" field blank.
    • Click the green plus sign to add a reference range for your lab result (if applicable).
    • Click "OK" when you're done editing your result.
    • Back in the lab results window, ensure your result is selected and click "OK."
    • You should now see your new lab test results appear in your "Edit Lab Test" dialog box.
    • Click "OK" to save your new lab test.
  3. Create the corresponding lab value in your Ocean Portal.

    • Login to the Ocean Portal. Click the "Menu" button in the top left corner and select "Admin".
    • Enter the "EMR Field Mapping" section.
    • Add a new row and confirm the following:

      First, ensure the "Type" dropdown is set to "Lab Value."

      "Tagged Field" must match the tagged value defined in your Ocean eForm. (Do not include the "@", ":", or "$$" symbols in this field.)

      "EMR Field" must correspond and match exactly the lab test name, defined in Accuro.

      "EMR Sub-Field" must correspond and match exactly the lab result name, defined in Accuro.

    • Be sure to save your changes.
  4. Test out your new custom lab value.

    • Now, if a patient completes a questionnaire with your lab value, the measurement will then be set in the "Labs" panel of their Encounter Notes in Accuro.

Accuro: Troubleshooting Cloud Connect

If you are experiencing an error while setting up Cloud Connect, refer to the table below. If you require further support, please feel free to submit a request to our support team to our support team.

Error Message Meaning What to do
(HTTP 400) "Database could not be verified" UUID was entered incorrectly Re-enter UUID (without spaces) to finalize integration