Ocean Server Upgrade Oct 9 2018 Release Notes

The Ocean Server upgrade scheduled for Oct 9, 2018 at 9:30 PM EST contains the following fixes and improvements.


  • Attachment uploads are now available from the Notes panel.
  • Referrer information can now be populated based on a listing in the eReferral directory.
  • Fixed an issue with the 'Save for later' option, where referrer information could be overwritten.
  • Added health services related to biopsy and oncology.
  • Fixed an issue that prevented saving appointment information without entering a Shared Encryption Key.

Patient Engagement

  • Fixed an issue where batch cohort emails could omit the salutation.
  • Added getVisitType, getReasonForVisit, and getApptReason methods to the validation of Rules in the Portal.
  • Fixed a regression issue regarding email notifications when new comments are added to a referral.
  • Fixed an issue with eRequests that could incorrectly display a failure message.


Ocean Server Upgrade Sept 25 2018 Release Notes

The Ocean Server upgrade scheduled for Sept 25, 2018 at 9:30 PM EST contains the following fixes and improvements.


  • The Ocean Healthmap now suggests searching by health service if the free text matches a service.
  • An edit to an eReferral now generates a notification in the referral indicating the specific data fields that were changed.
  • Added modificationDate to the /referral/analytics API.
  • Referrals are now stored for 12 months before being purged.
  • Messaging and scheduling in eReferrals now support multiple attachments per message/comment.
  • The eReferral API now supports supplying a 'bookingUrl' and 'externalRef' for a referral.

Patient Engagement

  • Ocean Kiosk now supports MoH HCV for health cards that are manually entered.

Ocean Server Upgrade Sept 11 2018 Release Notes

The Ocean Server upgrade scheduled for Sept 11, 2018 at 9:30 PM EST contains the following fixes and improvements.

  • New feature: Announcements in Ocean. Periodically, Ocean administrators will send information about new features, system updates, scheduled downtimes, etc. Learn more.


  • Free-text searches in the Ocean Healthmap can now match on names and descriptions of individual programs and services.
  • Ocean Healthmap defaults to a much larger view when a patient's address is pulled from the EMR.
  • Recent "Popular listings in this area" now have 'New' displayed beside them in the Ocean Healthmap.
  • Searching in the Ocean Healthmap will no longer auto-show the listing when there is only one match.
  • The "Near" field in the Ocean Healthmap search bar is now cleared anytime the map view is changed.

Patient Engagement

  • Improved performance synchronizing appointments via the Accuro EMR API.
  • Minor improvements and bug fixes to the Ocean Cloud Connect configuration.

Ocean Server Upgrade Aug 28 2018 Release Notes

The Ocean Server upgrade scheduled for Aug 28, 2018 at 9:30 PM EST contains the following fixes and improvements.

  • New feature: Ocean now integrates with the TELUS Med Access EMR, including automatic appointment check-ins (with walk-in support), demographic updates, rich-text notes, and much more!


  • Added logging when email notifications are sent to a patient. Note: log entries for patient emails do not include addresses.
  • Rapid Access Clinics (RACs) are now sorted to the top of search results in the Ocean Healthmap.
  • Set 'Any listing containing' as the default search in the Ocean Healthmap.
  • Fixed an issue to ensure a listing is displayed in the Ocean Healthmap when the 'Test Listing' preference is unchecked.
  • Added the option to zoom out any time search results are displayed in Ocean Healthmap.
  • Added 'srcSiteNum' to referral analytics.

Patient Engagement

  • Internet Explorer 9 and 10 are no longer supported in the Ocean Portal. If you are using one of these browsers, please upgrade to IE11 or later.
  • Improved error handling for EMR updates that include multiple notes.
  • Minor improvements, bug fixes, and error handling.

Ocean Server Upgrade Aug 14 2018 Release Notes

The Ocean Server upgrade scheduled for Aug 14, 2018 at 9:30 PM EST contains the following fixes and improvements.

  • Fixed an issue with Cloud Connect sending erroneous emails indicating a connected EMR had deregistered.


  • Changed booking email notifications to only go to sites that are involved in the referral booking.
  • Referrals that cannot be decrypted no longer show the "Enter Shared Encryption Key" button when the site has already entered the key.
  • Added the following analytics fields: ax_bodySite, ax_assessmentOutcomeMedicalSpecialist, ax_assessmentOutcomeCommunityProgram, ax_assessmentOutcomeSelfManagement.
  • Accepting a referral with a connected Accuro EMR will now link the referral to the patient dashboard in Ocean.
  • The 'Outstanding' tab has been removed from the eRequest inbox.
  • Added support for an 'OR Booking #' to be associated with a referral and included in the export.
  • Changed wait time calculations to support DARC/DART date ranges.

Patient Engagement

  • Fixed an issue to prevent Accuro patient updates from retrying if there is no matching patient.
  • Improved the error message on the Kiosk when HCV fails due to invalid service credentials.

Ocean Server Upgrade July 31 2018 Release Notes

The Ocean Server upgrade scheduled for July 31, 2018 at 9:30 PM EST contains the following fixes and improvements.


  • Added an additional referral analytic: ax_decisionToConsult.
  • eRequest/eReferral email notifications will now include suite number (address line 2).
  • Added support for updating referral status in the Ocean API. Supported values include "Accepted", "Declined", "Completed", and "Canceled".
  • When a referral is forwarded to an offline site, ownership of the referral is now passed back to central intake. (Note: this change only impacts referrals that involved central intake prior to it being forwarded.)

Patient Engagement

  • Fixed an issue to ensure walk-in appointments are immediately marked-as-arrived.
  • Added the ability to mark eRequests as "Completed" directly from the "New" folder.

Ocean Server Upgrade July 17 2018 Release Notes

The Ocean Server upgrade scheduled for July 17, 2018 at 9:30 PM EST contains the following fixes and improvements.

  • The Ocean sign-up page now clearly indicates optional fields.
  • On sign-up, users that agree to receive product updates are now also registered for System Notifications.
  • Accepted eRequests/eReferrals can now automatically import a new patient into a connected Accuro EMR (when the preference is set in Admin->Site Features).


  • Added an indication on the referral in the EMR when an appointment is confirmed with the patient.
  • Added an "Incomplete" sub-folder to the Sent eReferrals tabs.
  • We now request a "catchment area" by default for listings with specific service offerings on Ocean health map.
  • Added 'referredBy' user’s full name to user activity export.
  • Added ability to filter by tags in Ocean health map search.

Patient Engagement

  • Changed the Kiosk to only block walk-ins if they have an appointment on the same day; otherwise, allow patients to be scheduled on the walk-in provider's schedule.
  • Added a new Kiosk error message to suggest card reader failure and direct patient to see reception.
  • Fixed an issue that prevented the Cloud Connect configuration from displaying all available schedules/providers.

Ocean Server Upgrade July 4 2018 Release Notes

The Ocean Server upgrade scheduled for July 4, 2018 at 9:30 PM EST contains the following fixes and improvements.


  • The health map blue circle and radius setting has been replaced with a more intuitive search interface that uses the map boundary as the search area. Empty searches will prompt the user to optionally zoom out or search the entire directory to find results.

  • Users can drag and drop on the map and subsequently choose a "Search This Area" button to update their search with the new map boundary.

  • The wait time and distance sorting now displays an ascending sort icon when clicked.

  • Users can now enter a creation date for a referral when entering a New Inbound referral.

  • Listings are now sorted by proximity when accessed using the API (e.g. for CarePortal)

  • In the EMR and the Patient Dashboard summary of a referral, it now displays " - Confirmed" immediately next to the appointment date/time, rather than listing the confirmation status later in the summary.

  • Fixed a bug that could occasionally result in a popup error showing a problem with "sessionStorage" when a user performs a number of interactions with the map.

  • Notification emails sent to clinic administrators that involve pending eReferral purges are now sent to the clinic's referral notification email (if specified) instead of the clinical delegate or system administrator email.

  • Referrals that involve rapid assessment clinics are now available to the rapid assessment clinics using the "initialAssessmentSiteNum" analytic API field. They are also included in the referral analytic export for these sites.

  • The Booked Unconfirmed tab will leave its "Start Date" as blank by default now to reduce confusion for users who are looking for past-booked referrals.

  • The favourites view now in the health map no longer displays a green arrow icon.

  • Fixed a bug that resulted in "New" and "Accepted" referrals showing in the Booked Unconfirmed tab whenever the booking date was cleared from this tab.

  • Fixed a bug that could display an error stating, "Regional authority not found" when the Send Referral Dialog is opened in OceanHealthMap.ca for an unaffiliated SCA listing after previously reviewing an SCA-affiliated listing.

  • Added Breast Ultrasound as a new health service tag.


  • General stability and monitoring improvements
  • Improvements to error handling with EMR configuration and EMR synchronization
  • Improvements to error logging and error log management
  • Past shared encryption keys are now stored as needed to enable the decryption of patients and referrals encrypted with these past keys.
  • Fixed a bug regarding the handling of patient records within the same EMR with the same health number during an upload to Ocean

Ocean Server Upgrade June 19 2018 Release Notes

The Ocean Server upgrade scheduled for June 19th 2018 at 9:30 PM EST contains the following fixes and improvements.


  • The map-based directory search engine now uses ElasticSearch for advanced geometric and keyword-based search support. This engine greatly enhances the flexibility and scalability of directory searches.
  • Catchment areas are now supported.
    • These areas can be populated for select health service offerings (such as those for Palliative Homecare or Meal Services) in the offering's configuration. Areas are defined as a customizable array of map polygons, providing considerable flexibility for disjoint and complex areas.
    • Map searches for these select health services will look for health service offerings whose catchment area spans the pinpointed area of interest in the map.
  • Directory listings can be sorted ascending or descending by wait time and distance by clicking on the respective column header.
  • The appointment "slot" names for Appointment 1 and Appointment 2 can be reassigned to a list of possible names, including Surgery Date, Consult Date, Follow-Up Date, etc. These slot names are clearly shown in both the online view of the referral as well as email notifications.
  • Scheduled dates for referrals prior to 2018 can now be entered for retrospective data entry purposes.
  • Email notifications for appointment cancellations and reschedules have been improved to clarify for the referring site how these dates have changed.
  • Email notifications are skipped when dates are entered in the past (as long as this change is the only significant change made to the referral)
  • For clarity and consistency, referrers are now directed to their user setting page when they choose to edit their contact information, instead of entering it inline.
  • Listings can now be categorized as a "Rapid Assessment Clinic", which can be used to set the "initialAssessment" analytic fields
  • The referral analytics now have the following additional fields:
    • referrerAddressLine1
    • referrerAddressLine2
    • referrerCity
    • refererProvince
    • referrerPostalCode
    • referrerPhone
    • referrerFax
    • secondaryRaSiteNum
      • used when a second LHIN or regional authority is involved with a referral
    • initialAssessmentDate
    • initialAssessmentSite
    • initialAssessmentSiteRef
    • initialAssessmentSiteNum
    • ax_decisionToTreat
    • ax_surgicalCandidate
    • ax_assessmentOutcome
    • ax_patientPreference
    • ax_consultOutcome
    • wait1Days
    • wait1aDays
    • wait1bDays
    • wait2Days
  • Other improvements to the analytics:
    • The initialAssessment fields are now set when a referral is first sent or forwarded to a Rapid Assessment Clinic
    • The referrerUserName is set if and only if an actual Ocean user is associated with the referrer
    • The referredByUserName is set if an only if an Ocean user was used to send the referral (not an anonymous EMR user)

Patient Engagement

  • Significant backend changes to improve Ocean's EMR integration and appointment synchronization

Ocean Server Upgrade June 5 2018 Release Notes

The Ocean Server upgrade scheduled for June 5th 2018 at 9:30 PM EST contains the following fixes and improvements.


  • Added the ability for eReferral delegates to refer as themselves, when appropriate.
  • Added the ability to remove the published wait time for a health service on the Ocean health map.
  • Fixed an issue loading referral forms for sites accepting eConsults.
  • Fixed an issue sending eReferral email notifications to multiple delegates.

Patient Engagement

  • Fixed an issue that could mark a patient as arrived even when they have been blocked by the Kiosk for an early/late check-in.
  • Added support for keywords in Ocean Reminders.
  • Email notifications for deletion warnings are now sent with a minimum of 7 days advanced notice.
  • Renamed "Accuro Patient Importer" to "HN Importer" since this feature supports imports from Accuro and PS Suite (and soon, Med Access).

Ocean Server Upgrade May 22 2018 Release Notes

The Ocean Server upgrade scheduled for May 22nd 2018 at 9:30 PM EST contains the following fixes and improvements.


  • All physicians from the Ontario Provincial Provider Registry (PPR) are now available for search within the Ocean eReferral network.
  • Referrals in the "Walk-In" tab can now be completed by clicking the new "Walk-In Complete" button.
  • The scheduling pane is now hidden on master referrals.
  • Fixed an issue that could prevent eReferral senders from viewing the "Needs Review" tab.
  • Fixed a potential error when cancelling/resubmitting eReferrals.
  • Fixed an issue that could uncheck the "Confirmed" checkbox when booking comments are added to an appointment for an eReferral.

Patient Engagement

  • Changes to your account email/password will now require you to re-enter your password.
  • Fixed an issue to ensure that notes are downloaded to the EMR before the patient is purged from Ocean.

Ocean Server Upgrade May 8 2018 Release Notes

The Ocean Server upgrade scheduled for May 8th 2018 at 9:30 PM EST contains the following fixes and improvements.

Patient Engagement

  • You can now trigger a patient note to be re-downloaded. In the Patient Tab, select the patient and choose "Reset Downloaded Status for Notes".
  • You can now link your EMR and Ocean accounts when sending a Secure Message from the Ocean Toolbar in PS Suite. 
  • You can now configure a Secure Message to redirect to a custom URL once the patient has finished with the message. Specify the URL in the "Advanced" panel of the Patient Message dialog.
  • Fixed an issue that could disable the intro screen and birthdate validation when cloning tablet settings.
  • In Ocean Connect, you can now enable/disable the custom field integration with Accuro demographics.


  • Improved date validation when scheduling an appointment from an eReferral.
  • Fixed an issue with referrals that are assigned multiple services; a "Child" referral can once again be opened by clicking the link on it's "Master" referral.

Ocean Server Upgrade Apr 24 2018 Release Notes

The Ocean Server upgrade scheduled for April 24th 2018 at 9:30 PM EST contains the following fixes and improvements.


  • New feature: An email notification can now be sent when a form is completed and added to a referral. The notification includes the clinical note generated by the form, and can be sent to the patient and/or referrer.
  • Added a warning message to the Ocean health map for listings that have not yet been verified.
  • A referral's booking is now marked "unconfirmed" when the booking comments are changed.
  • Mammography is now listed when browsing Diagnostic Imaging in the health map.
  • Allow editing of the referral note for Inbound referrals.
  • All replies are now accepted when a referral is marked as completed.
  • Re-organized the eRequest inbox tabs into Received, Sent, and Processed groups.
  • Wait times are now being calculated per health service, to be displayed on listings and search results (coming soon!)
  • Referral comments are now included in the payload provided by the /referrals endpoint of the Ocean Open API.

Patient engagement

  • Fixed an issue where the Ocean Tablet would improperly handle an Ontario health number fetched from the Accuro API, if the health number contained a version code.
  • Accuro demographic custom fields are now pulled into Ocean. Custom fields can be used as default values in eForms, or for creating Tablet Rules.

Ocean Server Upgrade Apr 10 2018 Release Notes

The Ocean Server upgrade scheduled for April 10th 2018 at 9:30 PM EST contains the following fixes and improvements.

  • Changing your Shared Encryption Key will now automatically regenerate the public/private keys for your site.


  • Fixed an issue where the Ocean health map would incorrectly centre on a previously loaded location.
  • Fixed an issue where anonymous EMR users would incorrectly display as logged in.
  • Fixed an issue with the Ocean health map where a site accepting eReferrals would be incorrectly filtered from a search when a large number of results are found.
  • Fixed an issue to properly reflect Test Mode status when a user signs into the Ocean health map.
  • Improved Canned Response settings to provide Edit/Cancel/Save options.
  • Fixed an issue to ensure the appointment dates/times are cleared when a declined referral is resubmitted.
  • We now include a flag in the referral analytics to indicate whether a referral was an inbound request.

Patient engagement

  • New feature: The Ocean Tablet can now update the Health Number eligibility code in PS Suite. Eligibility codes will be updated automatically if MoH health card validation (HCV) is enabled on the Kiosk.
  • Added the Ref# to the Patient Dashboard in Ocean.

Ocean Server Upgrade Mar 27 2018 Release Notes

The Ocean Server upgrade scheduled for March 27th 2018 at 9:30 PM EST contains the following fixes and improvements.


  • New feature: Users can now specify listings as personal favourites (in addition to site favourites), and organize favourites into categories.
  • New feature: A new side navigation bar allows you to access favourites, navigate the full directory, view recently used listings, and browse the help documentation.
  • New feature: The Ocean health map now supports Test Mode. When in Test mode, you can only interact with test listings. To configure your listing for test, select 'eReferral Test Mode' in Admin->Directory Listings.
  • You can now sign into Ocean from the toolbar in the Ocean health map.
  • The eReferral messaging panel now provides a dedicated send button. To send a message, type your message in the field, attach a file (if desired) and click 'Send'.
  • It is now easier to mark an eReferral as 'Awaiting Reply'; Send a message, then click 'Done - Await Reply from Other Site'.
  • Forwarding an eReferral now presents the suggested favourites, filtered by health service.
  • Fixed a bug that could display the eReferral dialog outside of the visible area.
  • Fixed an issue that could prevent an email notification from being sent when Central Intake sends a message.
  • When sending an eReferral to an SCA-approved listing, users are now required to select a Health Information Network Provider (HINP) signatory before agreeing to the terms of use.

Patient Engagement

  • Fixed an issue to properly escape HTML characters before submitting rich text through an EMR API.

Ocean Server Upgrade Mar 13 2018 Release Notes

The Ocean Server upgrade scheduled for March 13th 2018 at 9:30 PM EST contains the following fixes and improvements.


  • New feature: A delegate user can now send eReferrals on your behalf. To setup a delegate, view your account in Ocean, then click "Add Delegate" from the Delegates tab.
  • Fixed a bug that could forget the "restricted PHI" setting on an eReferral.
  • Fixed a bug to hide the direct messaging option when a user is not signed in.
  • An email notification is now sent when a patient's second appointment is booked.
  • Initial work to allow "catchment areas" for directory listings (coming soon). 
  • Signatures are now prominently displayed at the bottom of each eReferral.
  • Added subfolders for sent eRequests.

Patient Engagement

  • In the Send Patient Message dialog, eForm name/preview/remove buttons are now available. The eForms can be dragged and dropped. Styling and accessibility in this area has also been improved.
  • Added a configurable option to block kiosk check-ins for patient's arriving too early.
  • Fixed a bug in the eForm Editor that triggered an error when adding an eForm Action.
  • In the popup referral view there is now a small extra plain-text heading that shows at the top of the General panel when at the eReferral owner's site: "For: (listing title)". This caption is intended to clarify which listing is currently assigned to the referral.
  • Updates to the patient's demographics or contact information will trigger the sending of an automatic message on the referral to all referral stakeholder sites (other than the site that made the change).
  • A detailed user activity report is now available for auditing purposes in the site's Admin tab.

Ocean Server Upgrade Feb 26 2018 Release Notes

The Ocean Server upgrade scheduled for February 26th 2018 at 9:30 PM EST contains the following fixes and improvements.

  • Upgraded support for ONE ID authentication to prepare for production go-live (coming soon!).
  • Improved load times for Ocean health map when linking directly to an eReferral for a specific listing.
  • Added sorting to Clinician and Status columns in eRequest Sent folder.

Ocean Server Upgrade Feb 20 2018 Release Notes

The Ocean Server upgrade scheduled for February 20th 2018 at 9:30 PM EST contains the following fixes and improvements.

  • Added support in the Ocean health map for a URL parameter (eg. 'hs=MRI'), to allow a link to preselect a search category in the directory view.
  • Fixed a bug that could prevent a user from saving their eReferral after sending a message with a canned response.
  • When a patient changes their email in Ocean Tablet, the new email address is now immediately available in Ocean Online for web questionnaires and secure messaging.
  • Fixed a bug to support JPEGs in the eForm editor.
  • Added hints to prevent common pitfalls when writing Javascript, for eForm scripting and Rules.

Ocean Server Upgrade Feb 12 2018 Release Notes

The Ocean Server upgrade scheduled for February 12th 2018 at 9:30 PM EST contains the following fixes and improvements.


  • Each stakeholder site (other than the referrer) is now informed when a referral note is edited.
  • Added a checkbox during referral creation to indicate whether PHI has been restricted.
  • Added three (3) new explanatory options when declining an eReferral.
  • Fixed a bug where 2-character listings in the Ocean eReferral Network were not searchable.
  • Fixed a bug that would prevent a warning whenever an eReferral was sent without an attachment.
  • Improved error handling when corrupt/invalid PDFs are attached to a referral.

Patient Engagement

  • New feature: Direct messages now support canned responses. (As part of this change, the eRequest Management tab under Admin has been renamed to "Canned Messages".)
  • Inbound eRequest now presents blank referrer information by default.
  • MoH health card validation (HCV) can now be configured from Tablet settings within Ocean.
  • Encounter notes are now pulled into Oscar via the REST API by default.
  • Improved error handling during decryption of a secure message.
  • Added an option to require email confirmation for patients booking appointments.
  • Fixed a bug where the secure message dialog would reset if the user's session timed out.
  • Fixed an issue where downloaded eRequests could lose their font colour.

Ocean Server Upgrade Jan 29 2018 Release Notes

The Ocean Server upgrade scheduled for January 29th 2018 at 9:30 PM EST contains the following fixes and improvements.


  • New feature: You can now configure hyperlinks in the PS Suite EMR to launch the Ocean Health Map with a pre-specified eReferral listing, allowing you to start an eReferral without searching the directory.
  • Fixed an issue that could prevent eReferrals from printing properly when multiple attachments are included.
  • Changed the patient email notification to indicate when a referral is rescheduled.

Patient Engagement

  • New feature (beta): Ocean is now able to accept walk-in patients. Once enabled, walk-ins can swipe-in using Ocean Tablet (in kiosk mode) and can be viewed from the Patient Tab in Ocean. An appointment will be added to the EMR "walk-in" provider schedule if configured.
  • Improved audit logging for Ontario MoH HCV.
  • Fixed a bug preventing the @ptNextApptDate keyword from working when using Ocean with the TELUS PS Suite API.
  • Initial work towards Romanian language support on Ocean Tablet (coming soon!)
  • Fixed an issue that could prevent a user from logging in after they have been given access to a site.
  • Improved error handling and diagnostic reporting for secure messaging.

Ocean Server Upgrade Jan 22 2018 Release Notes

The Ocean Server upgrade scheduled for January 22nd 2018 at 9:30 PM EST contains the following fixes and improvements.


  • Central intake and referral-owning sites are now able to edit the referral note when the referral is a 'child referral', such as one added by the Create Related Referral, or created via splitting a master referral.
  • Added a new field to allow diagnostic imaging wait times to be more granular: ax_examType. 
  • Fixed the new "clean" referral analytics export to properly filter on master, test and deleted (some edge cases, e.g. older referrals, were not properly in the initial iteration).
  • Referral forms and triage/review forms now have access to some useful keywords: 'refRt', 'refOffering', 'refServices', 'refRtServices'. These allow very granular service availability logic to be scripted into forms shared by multiple sites (initial use case is the universal DI referral form in WWLHIN, which can show different information depending on the hospital and health services requested).
  • We improved the way a post-hoc referral note edit is managed (e.g. when the referrer updates the referral form/note after initial send). Now a note, "The referral note was edited." will appear when a referrer updates the referral. If it is updated after the referral has been accepted by the destination site, it will be marked as needing review by the referral's owner site.
  • Fixed a bug that appeared if you opened a referral from a PSS referral form and opened the comment drop-down.
  • Improved the new appointment "needs notification" flagging logic to account for self-referrals and older referrals (which were incorrectly flagged as needing notification).
  • Fixed an edge case issue in which a referral would refused to be declined if the referral was forwarded to the same site (e.g. clinic A forwards to clinic A). Now it checks to see whether the most recent forward was from the same site; if so, it ignores it and declines the referral as it normally would. It only 'bounces' back now to the previous site on a decline when it has been forwarded and the most recent forward was from a different site.
  • Ocean will now show the referrer's address information when printing referrals in the directory.
  • You can now decline referrals even if they've been booked.
  • Improved error messages when a corrupt attachment file is uploaded.
  • Fixed a bug that resulted in an error popup when clearing the email address after the referrer indicates "Do Not Use Email".

Patient Engagement

  • New feature: you can now have eForm notes generate "red flags" at the note level. Patient note/questionnaire updates can now be optionally flagged as RED/ORANGE/YELLOW/GREEN/PURPLE/BLUE using a hidden 'noteFlag' item. These note flags will update the status icon in the Patients tab with an asterisk (*) with the corresponding colour. They will also update the notification email subject line with a " (RED)" suffix and an extra paragraph "The response has been flagged as RED." in the email body.
  • TELUS API users will now have access to the Day Sheet view mode (like Accuro users), making it easy to see appointments in Ocean and, as needed, to retrieve patients from the EMR using the "Fetch by HN" function.
  • Added code to guard against a non-reproducible issue in which an unknown IE version could munge together "ocean" and "cognisantmd" in a URL while generating an Ocean Online invitation, thus rendering the URL in the email invalid ("oceancognisantmd.com"). The links will now be generated with code that should be more cross-browser-friendly.
  • Added code to guard against an issue reported by two clinics in which the confirmation popup dialog was skipped after sending Ocean Online invitations despite successful sends.
  • Added a new report for exporting real-time Ontario MoH HCV audit data.
  • Added the ability to store Ontario MoH HCV credentials in site settings for kiosk validation. Credentials are encrypted using the site shared encryption key for additional security.
  • Addition work on eRequest module to allow appointment booking (not just requests), coupled with the ability to present forms for the visit type. Requires Ocean Online site-wide license.
  • Fixes to a couple bugs related to the management of delegate users on the My Account page.
  • Removed a benign error popup that would appear if the patient popup dialog in the Patients tab was closed before the data was completely loaded.
  • Fixed an issue that would cause the OceanConnect version installed on a tablet to be lost from server temporarily if the same tablet was used for patient forms.
  • Clinic staff can now "reset" Ocean Online invitations from the Patients tab in cases that the patient got the validation criteria wrong too many times.
  • Improved user feedback when the encryption key is updated.
  • Study forms will now be excluded from eRequest Link configuration eForm searches (since they should be instead created as public study links).

Ocean Server Upgrade Jan 8 2018 Release Notes

The Ocean Server release scheduled for January 8, 2018 at 9:30 PM EST includes the following:


  • Appointment date/time can now be automatically set from Accuro via a CDS link or button.
  • Added a number of referral analytics CSV export options (e.g. whether to include master, deleted and test referrals, and whether to base the search on creation date or modified date).
  • Added additional protection against corrupt PDF file attachments (which can result from lab  data exports from PSS).
  • You can now decline an appointment even after it's been booked.
  • Referrals declined from Pending Booking tab will now show up in declined tab.
  • Sent referrals will now be correctly excluded from the "All Received" tab for sites that send and receive referrals.
  • Fixed a bug that could cause an occasional load error editing an existing referral.
  • Fixed a bug that caused referral count under the Processed folders to change if a referral within the tab is opened.
  • Fixed a race-condition bug that could cause an occasional error sending a referral.
  • Fixed a bug that meant that popup blockers in browsers could interfere with online booking links for listings in the Directory.
  • Confirmed checkbox will now be cleared along with appointment info when a referral is forwarded from assessment centre to surgeon.
  • Regional Authority agreement dialog will implicitly request consent to share the user's email address with the regional authority.
  • Fixed a bug that defaulted the region for a Directory search to the centre of Canada in some instances
  • Fixed a bug that showed "NaN" when an MRN is entered as a space character.

Patient Engagement:

  • New feature: clinicians can now delegate other Ocean users to act on their behalf, and the primary delegate can use the clinician's Ocean Online User subscription if enabled. You can manage delegate users in the user account settings page, and see clinicians for which you are a delegate.
  • Fixed a bug that caused OSCAR measurements to be missed in some situations.
  • Ocean Online DoB validation will now present a month dropdown (in English or French, depending on browser settings) instead of a numeric month to make it simpler for patients.
  • Backend support for eRequest Links to do online bookings (coming soon!)
  • New sites will default to 4 digit Ocean reference numbers now.
  • Fix error that could occur if "New Patient" dialog closed with slow/failed network call.
  • Focus will now properly be set on first visible field in form if first field is hidden.

Ocean Server Upgrade Dec 20 2017 Release Notes

The Ocean Server release scheduled for Dec 20, 2017 at 9:30 PM EST includes the following:


  • Improved EMR integration with Accuro, OSCAR and PS Suite, particularly within the Patient Dashboard screen in Ocean
  • The Patient Dashboard will now display all inbound and outbound eReferrals for a patient specific to an Ocean site
  • Multiple different EMRs are now able to independently import and connect with a patient from a single eReferral
  • Accuro users can now use a "Send Appointment Notification" CDS link to update an eReferral with an appointment date and time that is scheduled within Accuro.
  • Accuro users can now send an eReferral directly from their EMR to a specific favourite listing instead of having to navigate the health service directory
  • Add a new feature for central intake sites to manually fax forward comments that were added to a referral post-forwarding. The Messages panel has a new menu option for individual comments: "Download Addendum Letter". This menu option will create a letter with the same header as the main "Download Referral Letter", but prefixed with "Addendum to ". The addendum letter will printed only the selected comment/message printed below the patient and destination, along with its attachment if applicable; all the other referral fields on the letter are excluded.

  • Referrer notification emails will now use the referrer's name (the name that was typed in the Signature box) instead of their username to improve readability

  • The Scheduling Pane is collapsed now for eReferrals opened by central intake that haven't yet been forwarded.
  • The referral view will show the gender/sex such as "M" or "F" next to the patient's age in addition to the gender icon above it.
  • The Patient Satisfaction Survey link's text as well as the URL is now customizable for regional authorities.
  • Booking comments are now cleared when a referral is forwarded (previously only the appointment dates were cleared).
  • "Inbound" eReferrals created internally within the eRequests tab for specialist sites will no longer automatically redirect to central intake

  • Improve the single sign-on linkage buttons shown for OSCAR and Accuro to say, "EMR Single Sign-On: ...", instead of "Hello oscarUser" or "Hello 72"
  • Fixed a bug that prevented referrals sent with follow-up attachments/comments by the referrer from appearing in the New tab.
  • Fixed a bug that prevented users from opening encrypted referrals when the site's shared encryption key isn't available.
  • Fixed a bug in the eRequests tab that resulted in the count in the Completed tab incorrectly displaying as 0 when an eReferral is opened in this tab.
  • Fixed a bug that incorrectly tagged manually-fax-forwarded referrals as eReferrals that were e-forwarded when the listing did not have a recorded fax number; existing analytics records have been repaired to correct this bug as well.
  • Fixed the display of the active eReferrals count to say "1 active eReferral" instead of "1 active eReferrals" in OSCAR
  • Fixed the file type filtering in Firefox to prevent invalid attachment files from being selected (previously these file types triggered a silent error)

Patient Engagement & Platform

  • Fixed a bug that could result in duplicate notes for PS Suite users using the OceanConnect tablet.
  • The Ocean Kiosk can now "block" check-ins based on late arrivals and other criteria. We added a new "Check-In" configuration tab to the tablet settings editor with settings for arrival times, time-out times and check-ins.

  • Improved support for TELUS-billed clients

Ocean Server Upgrade Dec 4 2017 Release Notes

The Ocean Server release scheduled for Dec 4, 2017 at 9:30 PM EST includes the following:


  • Performance improvements on eRequest tab load for sites with lots of referrals (via not counting inactive referrals).
  • Central Intake can now decline referrals even after forwarding to a specialist.
  • Improved error message when trying to access an attachment without the encryption key.
  • Added protection to avoid purging "master" referral records before child referrals.
  • Referrals that are reassigned for a different reviewer at a site will no longer appear in the original reviewers "for me" folder.
  • Fixed a few missing analytics fields for self-referrals (age, city, geocoding lat/long).
  • Fixed a few access-denied errors that can result from manipulating referrals as an anonymous EMR user or access-key-based user.
  • Fixed a bug that resulted in the modification date remaining unchanged on a referral when it is cancelled. (This is important to ensure the CarePortal is notified of the change.)
  • Referrals sent from "clinic A" to "clinic A" will now properly appear in the sent box.

Patient Engagement & Platform:

  • Server side support for blocking OceanConnect registrations for new TELUS clients unless a contract number has been provided by TELUS.
  • EForm Editor: fixed a bug that prevented setting flags (i.e. colours) for notes associated with specific choices for a menu item.
  • Minor fix to default patient tab view to "find" mode in most cases.

Ocean Server Upgrade Nov 27 2017 Release Notes

The Ocean Server release scheduled for Nov 27 at 9:30 PM EST includes the following:


  • Clicking an attachment opens an attachment preview instead of deleting the attachment (but clicking on the delete X button will still delete it), and a better error message will appear if the file is moved prior to upload.

  • Email address will be deleted from referrals if email consent is not granted at time of send.
  • Fixed a bug that made private comments invisible at a site that needs to review them when the referral is owned by a different site.

  • Fixed a broken link in the eReferral comment notifications.
  • Fixed an issue that could cause regional authority license agreement consents to be logged multiple times.

  • Fixed an error that could occur when opening an encrypted referral without the encryption key (e.g. for support).
  • Fixed a bug that skipped patient booking notifications for self-referrals for central intake.
  • Changed the the deletion of eReferrals to update the corresponding analytics record to allow synchronized data warehouses (e.g. Think Research EntryPoint) to detect such deletions.
  • Fixed an error that appears if you click the reload button after uploading an attachment to a referral.
  • CarePortal self-referral form has slightly updated labels (e.g. "First name" instead of "First").

Patient Engagement:

  • New TELUS clients connecting via the TELUS API will no longer be able to use "pay as you go" Ocean Online messages (i.e. the $0.10/0.40 option). New non-TELUS clients can enable this via the Admin->Site Features page. We've also updated our license agreement to account for the TELUS license agreement for new signups.
  • Added server-side support for "late check-in" blocks, which tells patient to go to the reception desk if more than X minutes late for the appointment (X can be defined in the tablet group settings in the Tablets tab of the web portal).
  • Added server-side support for the "pt.hasOnDemandForms()" rule on tablets (which returns true if a clinician has specifically selected forms for the patient).

Ocean Server Upgrade Nov 20 2017 Release Notes

The Ocean Server release scheduled for Nov 20, 2017 at 9:30 PM EST includes the following fixes and improvements:


  • The 'priority' field has been loosened to allow forms to populate any values, not just the P1, P2, etc. values. Note that these will be still be sorted alphabetically (which works for P1, P2 etc. but may not work).
  • Wait time analytics indicator icon will now also show up for referral viewers who do not own the referral (i.e. when the booking panel is read-only).
  • Referral export report will now include the referral reference identifier.
  • Referral deletion warning emails will now include the health service and date of the referral to make it easier to track down (particularly in cases that another user may have extended them).
  • Fixed access denied error that occurs when the sending and received EMR are the same, and the referral is opened from the EMR.
  • Fixed an error that can occur when calculating analytics data when referral has been revoked.
  • Fixed a bug that wouldn't allow "enable eReferrals" before a public/private key exists for a site.
  • Fixed a bug that disabled the eRefer button when user logs in from the 'send referral' dialog before sending to a regional authority linked target due to the regional authority agreement requirement.
  • Fixed access denied bug opening referrals from referral comment notification emails.
  • Fixed a bug that caused a duplicate note to appear when the "notify" button is clicked.
  • Fixed an access denied error that appears when a not-logged-in user tries to send a referral to a referral target within a regional authority network.
  • Fixed bug that caused completed referrals to show up in the 'booked - unconfirmed' tab (if not confirmed prior to completion).
  • Fixed bug so that "Please Decline" comment is properly saved in Referral View when Decline is clicked in Review popup.
  • Added configuration control for linking different Ocean servers to different CarePortal environments.
  • Changing "Clinician Type" in user preferences to now automatically set whether the user is a physician (previously these were independently maintained).

Patient Engagement:

  • Minor fix to disambiguate forms in eRequest eFormAction triggers to be linked to site with which the eRequest is associated.
  • Minor performance improvements in portal UI.

Ocean Server Upgrade Nov 13 2017 Release Notes

The Ocean Release scheduled for Nov 13, 2017 at 9:30 PM EST includes the following:


  • We've refactored the review request logic to be more flexible. It's now based on individual notes, which will show a checkbox when reviewed, and the referral will be "needing review" when a note for a particular user or clinic has not been reviewed. We're also now tracking review requests in the notes panel.
  • Non-physicians (as marked in their Ocean user account) sending referrals will now see the attending physician from the patient object instead of "their" "clinician" name. This should simplify and be a generally more accurate referral footer than current for most situations in which an MOA is referring on behalf of multiple clinicians.
  • Added early support for uploading supervising physician from EMRs.
  • Anonymous users and EMR SSO users who agree to a regional authority's license agreement will now be included in the report available within the regional authority site (previously it was only capturing registered users who agree to the terms).
  • Added an "included in wait time analytics" icon that appears next to the appointment date/time if the referral qualified (i.e. is not subject to disqualification due to patient related factors like patient declined appointment).
  • Email consent granted is now the default option in the referrer prompt for keyboard expediency.
  • The system will now show an error if you try to resend appointment notification when no patient email is available.
  • Changing a child referral health service will now properly update the corresponding master, if any, including analytics data and the description field.
  • Fixed a bug that prevented "accepted" referrals from being subsequently declined.
  • Fixed a few minor bugs in the "save for later" process for referrers (related to EMR SSO users, requiring an encryption key, etc.)
  • "Review Form Revised" placeholder notes will now be marked private by default.
  • Fixed a bug that prevented the "Reviewed" button from showing in the review panel for some referrers.
  • Added new "please wait" glass panel when referral is submitted to protect against double-submits.
  • Booking comments will be blanked out when a referral is resubmitted (after being declined for example).
  • Fixed a bug that caused an error while revoking a referral in some situations.
  • Fixed a couple bugs that occur when you are viewing a referral with an attachment without the encryption key.
  • We've added a number of new keywords for use in referral notes and review forms: refRt (the ref of the listing), refRtServices (a pipe-delimited list of the services associated with the listing), refOffering (the offering ref), refServices (a pipe-delimited list of the services associated with the referral).
  • Fixed an analytics bug that left "reason for decline" populated even if a referral was resubmitted.

Patient Engagement:

  • The eForm Editor's history panel will now display the user along with the timestamp for previous revisions of the eForm.
  • Changed the retention/purge logic to retain patient records longer than seven days if the patient receives an attachment through an Ocean Online message and indicates that they are not done with it. In such cases, the original expiry on the invitation will remain in effect (default is 100 days).
  • Added basic server-side support for new some exciting new walk-in/urgent-care kiosk features coming soon.
  • Minor fix to update the read-only fields in the Ocean Online template when the user logs in from EMR single-sign-on mode (in case Ocean user account has admin permissions).
  • Ocean Form Reminders rule builder has been simplified for TELUS PS Suite clients since type and reason aren't independent fields in PS Suite like they are in other EMRs.
  • Fixed the approxAgeInDays keyword.

Ocean Server Upgrade Nov 6 2017 Release Notes

The Ocean server release tentatively scheduled for 9:30 PM on Mon, Nov 6, 2017 will contain the following changes:

Patient Engagement

  • In the eForm Editor's eForm Properties Dialog: Added a tooltip to the List In Directory checkbox that clarifies the reason why an eForm with a parent eForm at another site is not available for sharing
  • The "Standard Wolf Appointment Importer" is available again for the standard appointment export from Wolf EMR. The newer Wolf importer for exports from custom searches has been renamed to "Wolf Patient Importer"


  • To prevent referrals from being sent accidentally for the wrong patient or referring clinician, a simple confirmation prompt is now shown when sending an eReferral which highlights the patient and referrer information.

  • The referral window has undergone a number of backend changes to improve the long-term reliability and usability involved with updating/saving referrals. Each panel within the referral now is capable of independently saving changes within its own context, reducing the need to save-and-close the window to view updates. The audit logging of referral changes is improved as a result as well.

    • The Review functionality is improved as part of this change: Users can now proceed to Review/triage the referral and then add a separate note without closing the dialog first.
    • Revising a prior Review now will now leave the old note in the Notes view but with its contents replaced with a small "Review form revised" note. Previously the Review would delete the previous note.
  • In the Referral view, some users were reporting that the focus and browser scroll view would shift to the MRN when they changed the month in the Scheduling calendar. An attempted fix is included to hopefully prevent this from happening.
  • The "Site Not Yet Validated" warning is no longer shown when sending eReferrals to sites that are configured to redirect referrals to a validated central intake listing

  • New analytic fields are available in the API and servlet export:
    • referredByUserName - the username representing the current user sending the eReferral (which may in the future represent a delegated administrative user, as opposed to being the same person as the referrer)

    • referredByAnonymousEmrUser - a flag that indicates a referrer was signed in as an EMR user without an Ocean account

    • referrerUserName - the user name representing the referring clinician, if available

    • ax_preferredWasChosen - a flag to indicate that a specialist was the preferred one specified by the referrer

  • The View Event Log again shows the referral's reference tag.
  • The Recently Viewed tab will now show referrals accessed by an email link as well as referrals viewed in the Sent tab.

    • Note: As a side effect of this fix, the Recently Viewed tab contents will reset to an empty as of this release, but should accrue previous viewings from this point forward.

  • Previously the "Send Message" dropdown menu in the referral view would sometimes show the referring site twice in the list. This bug has now been fixed.
  • The Regional Authority listing review/validation process has been improved with additional logging and warnings where applicable, as well as a minor change to the approval notification email sent to sites.

Patient Portal and API Support

  • Ocean references to the patient portal have been changed to CarePortal.
  • Several CSS stylesheet improvements have been included specifically for the CarePortal to improve the aesthetics and accessibility for patients.
  • The API now supports a "keyword" and "title" search parameter
  • Fixed a bug that prevented the API from granting certain sites from accessing a referral

Ocean Server Upgrade October 23 2017 Release Notes

The Ocean server release tentatively scheduled for 9:30 PM on Mon, Oct 23, 2017 will contain the following changes:

Patient Engagement

  • Improved the error handling for eRequest and Online Form submissions in situations where there is little or no network connectivity. Now patients will see appropriate error messages indicating that the submission was incomplete due to networking errors. Patients can now retry their submission, potentially preventing situations where their answers would otherwise be lost.
  • Simple batch emails will now populate the "Emailed" column for patients with the date of emailing when the emails are successfully sent.
  • The loading and response time for patient uploads triggered by the CDS link in Accuro is significantly improved.
  • Fixed a bug related to the loading of temporary "stub" Ocean patients (patient records that are awaiting EMR upload of patient data) on the tablet.
  • The eForm editor will now show the "Please Wait" indicator for saves that take more than 1 second (usually due to networking delays)
  • The minimum supported Ocean tablet version is bumped from 146 to 147


  • The "Awaiting Reply" status is now cleared when a referral is forwarded
  • Fixed a bug that prevented some of the EMR user's referrer/contact information from populating in the Send Referral dialog after the user links their EMR account to his/her Ocean account
  • Changed Self referrals to show "Patient" instead of "null" in the Source column in the inbox

  • Referrals sent to Test and Demo listings are now appropriately flagged as Test Referrals in the Referral View and the analytic exports
  • Marking (and unmarking) referrals as Test Referrals are now immediately reflected in the analytics export (previously, an additional referral save was required before this change was logged in the export)
  • The Referral Event Log has an improved layout and appearance
  • Fixed an error related to the loading of encrypted attachments in an encrypted referral
  • Fixed a bug related to saving Referral PDF printing for image attachments that fail to load (due to corruption or unsupported file formats)
  • Referrers are no longer able to add notes to the Notes view (as before, referrers should use the Send Message functionality in the referral view if he/she wishes to communicate with the referral receiver)

  • There are now fewer items in the Action menu shown to referrers. The menu is now reflective of the actions that they can actually perform (such as canceling referrals)

  • Fictional directory listings can now be tagged as "Demo" listings. Demo listings show as "(DEMO LISTING)" in the directory. (Note: Real-world listings can still be tagged independently as "Test Listings", to indicate that they are testing eReferrals but are nonetheless real sites that may continue to receive faxed referrals)
  • Test listings no longer show "(TEST LISTING)" in the directory (in an effort to avoid giving the false impression to referrers that a test listing is fictional or unable to redirect to central intake)
  • Test listings will show "* This site is accepting test eReferrals only." when referrers select it in the directory (unless the listing has a central intake redirect, in which case it avoids showing this warning, since real eReferrals can be redirected to central intake in this manner)
  • The Send Referral dialog will show "Send Test eReferral" instead of "Send eReferral" for demo and test listings that accept direct eReferrals
  • Referrals are now marked as test referrals when they are electronically forwarded to a test listing; otherwise they are left as "real referrals" even when they are manually faxed to test listings. The forwarder is notified as follows:

    • For manual forwards to test listings: "This listing is marked as a test listing, but since you are faxing the referral manually, it will be left as a *real* referral. If it should be a test referral, please proceed mark it as a test referral in the referral view.".

      For electronic forwards: "Since this is a test listing, this referral will be marked automatically as a test referral once it is forwarded."

  • Referrals are now marked as test referrals when they are forwarded (electronically or manually) to a demo listing. The forwarder is notified as follows: "Since this is a demo listing, this referral will be marked automatically as a test referral once it is forwarded."

  • Fixed a bug related to saving a new Google Places listing in the directory
  • Users are now prevented from deleting any listings that have live referrals

Patient Portal Support

  • Ocean will no longer send referral status notification emails to patients who have consented to use the patient portal (since the patient portal sends these notification emails instead)
  • Self-referral forms will no longer show the Service panel when an offering is pre-specified by the patient portal

eReferral API

  • The referral API now supports the loading of referral attachments as well as additional information for health service offerings (particularly flags relating to accepting self referrals and accepting referrals)

Ocean Server Upgrade October 16 2017 Release Notes

The Ocean server release scheduled for Mon Oct 16 at 9:30 PM ET will contain the following changes:


  • Referrers are no longer able to change the triaging notes entered by central intake or the specialist site.
  • The aesthetics and layout of self-referral forms in the Patient Portal have been improved.
  • The referral summary shown to referrers after sending an eReferral now includes a hyperlink to the referral. Along with the referral note, this link can be saved by the referrer for future access to the referral, independent of the Ocean portal and EMR.
  • Claiming a Google Places listing in the directory now works as expected.
  • Fixed a bug that resulted in an error when accessing the Action menu via the PSS eReferral custom form.
  • Fixed some of the miscounts in the eRequest Inbox that could lead to an increased number of referrals showing when a tab is clicked, particularly with regard to forwarded referrals.
  • The Test Referral status now displays as part of the referral's title.
  • Referrals can now be manually marked or unmarked as a Test Referral. These events are shown in the referral's Event Log.
  • Updated/fixed logic for some referral analytics fields for referrals (recipientFaxNumber, sentToTestListing, creationDate for referral children).
  • Changes to the health service offerings title and description (if made from this point forward) will be accessible in the "Any Listing Containing" search.
  • Fixed an "ipinfo.io" error that shows when viewing OceanHealthMap.ca with IE9
  • Fixed a few minor bugs related to the new ability to view an encrypted referral.
  • The "All Received" referrals folder will now include referrals in the "new" folder.
  • Minor terminology changes to the note section in the referral view for central intake: now master referral notes are labeled "Master Referral Notes" for clarity, with a button to view the corresponding master referral.
  • Minor fix to more reliably pre-populate the clinician type based on user settings in the referral signature panel.

Patient Engagement

  • Changes to the Ocean Online email secure message templates are further restricted for non-site administrator users: now "Allow Reply" and the validation criteria are also locked down.
  • The Wolf EMR Importer is now more flexible with regard to the field formatting and it now accepts a txt format.
  • Fixed a bug when clicking the Cancel button in the Reset Password screen.
  • Fixed a minor bug related to the CDS link feature in Accuro that showed the Please Wait screen.
  • Ocean Tablet minimum version bumped from 145 to 146.