We are thrilled to announce a series of enhancements to the eReferrals & eConsults page within the Ocean Portal! These enhancements have been made to ensure a more intuitive, flexible, and efficient experience when managing your eReferrals and eConsults in Ocean.
What's New
New 'General' Folder Group with Added Filtering Options
Ocean Sites with large referral volumes across multiple Directory Listings and/or Referring Clinicians can make use of these new filtering options to streamline their referral management workflows.
Group-Level Filters for 'Sent', 'Received', and 'General' Folder Groups
This change allows users to manage referrals in each of the 'Sent', 'Received', or 'General' folder groups without being affected by filters applied within any other groups, and apply different combinations of Listing and Service filters with the new multi-select functionality.
User-Specific Filter Saving
All filter preferences are saved directly within Ocean instead of the web browser, which ensures that filters remain saved for all users even if there is an organizational IT policy which routinely resets web browser data.
Additional Considerations
- More detailed information about available filtering options can be found within the following support article: Can I filter the eConsults/eReferrals in my Ocean Site?
- Filters previously applied using the single global Directory Listing/Service filter will be cleared with this new release, and users can now leverage the new filtering functionalities to better customize their experience in the Ocean Portal.
- Users will now always be prompted to choose the appropriate Directory Listing when creating an inbound request (Step D), regardless of any filters that have been applied.
- For Central Intake Ocean Sites with more than one Directory Listing, filtering by 'Listing' will now surface only actionable referrals that are currently owned by the filtered listing(s).