Ocean Server Upgrade October 20th 2020 Release Notes

The Ocean Server upgrade scheduled for October 20th, 2020 at 9:30 PM EST contains the following features, improvements and fixes. 

eReferral

Improvements

  • When receiving referrals using the OSCAR Pro (WELL EMR), the referral letter will be imported into the Documents view as a PDF.  Any referral attachments will be added as a separate Document.
  • Filenames of imported documents will be more descriptive.
  • Regional authority and central intake users now have the ability to make updates to directory listings that are automatically validated.
  • The list of copied providers will now appear in the ‘Send eReferral’ confirmation window (as a validation step).
  • The CC eReferral function will now notify the copied provider(s) by email (if they're on Ocean), when the eReferral is first sent.
  • Copied providers that have been added or removed from the CC eReferral function will now be recorded in the eReferral event log.
  • Copied providers that are subsequently removed as a stakeholder from the eReferral will have that eReferral removed from their ‘All Received’ folder, and be notified with an automated referral message, similar to the “Revoke Forward” action.
  • The user is now prompted to clear appointment information from the eReferral when declining an eReferral, and the cancellation message to the recipient was updated to remind the site to remove any appointments from their clinic’s schedule.

Fixed Bugs

  • eReferral buttons will now consistently display on the bottom right.
  • The "Reviewed and Closed" Button will now behave as expected when an eReferral is opened directly from an email or the EMR.
  • Added a mitigation to prevent the eReferral user from saving a referral twice when "Send" is selected on a message.
  • Added a mitigation to ensure the ReferralPDF 'Copy status to' section does not overlap the page footer when there are several entries.
  • The redirect links from Ocean Healthmap to the User's Account Page have been updated.
  • Referrals saved as ‘incomplete’ now appear in the Incomplete Folder.

 

Patient Engagement

New Features

  • Individual Patient Reminders rules can now be configured to optionally send patients an SMS reminder (as well as an email reminder).   This feature is available for pre-appointment reminders.  The Reminders download log will include a record of patients that are sent an SMS reminder.   Patients can opt-out of receiving SMS directly from the text message. There is a per-SMS charge that will appear in the Billing section.  (NOTE:  This feature is currently only available to sites participating in our Early Access Program.)

Improvements

  • The transactional pricing for each ad-hoc Ocean Online completed form has been updated to $0.50 and the $0.10 ‘invitation fee’ has now been eliminated.

Fixed Bugs

  • Resolved a bug that was affecting how Ocean handled phone numbers extensions stored in Accuro.
  • Fixed a bug that caused online booking to occasionally use the wrong “office hours” restrictions when two online schedules were linked to the same underlying EMR schedule.

 


Ocean Server Upgrade September 29th 2020 Release Notes

The Ocean Server upgrade scheduled for September 29th, 2020 at 9:30 PM EST contains the following features, improvements and fixes. 

eReferral

New Features

  • Referral senders can now copy provider(s) directly from the healthmap on to an Ocean eReferral, at the time of sending. If the provider’s listing is claimed to an Ocean site, the site will automatically receive a copy of the sent referral.
  • Stakeholders copied on the sent referrals will be automatically notified by email (for claimed Ocean site listings) or fax (for unclaimed site listings) regarding important referral status changes, such as a booking or a cancellation.
  • The user will be informed of referral stakeholders that need to be manually notified of a status update to the referral.
  • The "Copy results to" will be printed on referral PDF letters. 
  • Referral review note items from previous referral notes are now accessible in the review forms at other sites. 

Improvements

  • Central Intake sites can now edit the ‘Referral Received Date’ of inbound referrals. 
  • Email notifications to patients for six key referral events will display the message in the patient’s preferred official language (English or French, as recorded by their healthcare provider), and then display the same message in the other official language below it.
  • The referrer phone and fax number has been added to the SENT BY line at the top of the referral so that it is accessible by Central Intake after forwarding the referral.

Fixed Bugs

  • Addressed a bug preventing the auto-syncing of appointments between OSCAR and Cloud Connect.
  • Resolved a bug that was preventing the booking time from displaying when viewing the referral without signing in. 
  • The sort order on the column headers in the eReferrals folders will now be maintained after an eReferral is opened and then closed within the site.

 

Patient Engagement

New Features

  • A new open API is now available to create a patient-specific weblink to eForms. This can be used to embed an eForm in an external system's communication modalities.  Additionally, a webhook notification can now be enabled to notify the external system when the (set of) eForm(s) have been finalized.

Improvements

  • Patients can now download an calendar event with their appointment details after confirming their appointments from a Patient Reminders weblink.
  • Enhancements to Patient Reminders user interface (e.g. the guided Activation Requirements section).
  • Ocean secure messages will now be marked in the EMR as ‘Ocean: Message Sent’.
  • The OSCAR appointment status will now be automatically updated when a Patient Reminder is sent to the patient (see NOTE below).

Fixed Bugs

  • Ocean will now place secure messages in OSCAR’s Encounter note section and other Ocean notes will appear in the Document section with a document title (see NOTE below).
  • Addressed a bug preventing the auto-syncing of appointments between OSCAR and Cloud Connect.
  • Imported patient message birthdates now require four digits to ensure the patient’s age is correctly recorded in Ocean.
  • Corrected issue with the output returned for pt.getAgeInWeeks() and pt.getAgeInMonths().
  • Addressed a bug causing incorrect counts in our usage reports for the number of website form submissions.
  • Resolved a UTC day-rollover issue that caused some reminder sends to appear on the following day in the Reminder History summary list.
  • Email notifications that are received subsequent to one that contained a “RED” note flag will no longer contain the "RED" note flag.  (It will continue to persist with the Patient view of the Portal.)
  • Resolved a bug that was preventing the provider’s first name from being displayed or applied to secure message receipt notes in the EMR patient chart when the account clinician type was set to "Family Physician".
  • Resolved issues affecting the use of Online Booking alternate schedule feature.  The “Alternate Configuration’ button has been reinstated.

Note:  

The Cloud Connect integration for OSCAR Pro users is currently limited to participants in our Early Adopter program. To be added to our waitlist, please complete a request form here (ocean.tips/oscar-pro-request) and a CognisantMD team member will follow up with you. Please note the Cloud Connect integration is currently only available to OSCAR Pro (Well EMR) users; you will need to confirm that you are running OSCAR Pro before completing the waitlist request form (your EMR login page should display this).


Ocean Server Upgrade September 9th 2020 Release Notes

The Ocean Server upgrade scheduled for September 9th, 2020 at 9:30 PM EST contains the following features, improvements and fixes. 

eReferral

New Features

  • A new Review Mode on referrals allows users to click “Next” and navigate quickly between referrals with a single click. 
  • Ocean Admin users can now view and manage user’s delegates within their site. This includes adding users as clinical delegates, assigning primary delegates, and/or assigning users as delegates for specific providers. 
  • New settings are now available in the Admin tab for specifying the site’s hours of operation that will mitigate appointment scheduling-related errors and make it easier to pick the time of the appointments.
  • Sites can now send email reminders to patients containing the appointment information using automated reminder rules. These rules are found and configured within the new navigation Menu option called “Patient Reminders”.

Improvements

  • The eReferral form can now be configured to suppress the Service and Referral Form Dropdowns when unnecessary (e.g. when the form has the health service offering selection embedded through the use of an item referenced “referralService”).
  • The “Done” button on eReferrals has been renamed to “Save & Close”, and will display as “Save & Next” if Review Mode is enabled. 
  • The “Await Reply” option will now solely be found in a referral’s Action Menu, in order to move referrals to the Awaiting Reply tab at any time.

Fixed Bugs

  • Addressed a bug that prevented emails from being sent to new users to verify their email address upon account creation.
  • Resolved a bug that caused the filename of attachments downloaded from Ocean into Accuro to be labeled as ‘null’.
  • Resolved a bug that was preventing the confirmation status from updating when a referral's appointment has been updated and confirmed in the same referral session.
  • The "Allow Forwards" option is now visible in the Integration Permissions Window.
  • Referral email notifications are now sent for all status updates that are triggered via the eReferral API.
  • Addressed a bug that was adding the name of a referral recipient that had declined the referral to subsequent forward events for that referral.
  • Addressed a bug that was causing the eReferral filter to reset incorrectly after opening and closing a referral.

 

Patient Engagement

New Features

  • The Patient Reminders product has been updated with a more user-friendly interface and location!  It is now accessible directly from the Ocean navigation bar.  It also now offers a landing page that includes a summary of the reminders sent in the past seven days (e.g. which reminders and how many patients received each one).  As well, users are able to assign a user-meaningful name to reminder rules (rather than relying on the rule condition).
  • The patient authenticated website form (which allows patients to securely upload file attachments) can now be used with OSCAR. (please see Note below). 

Improvements

  • The Reminders ‘Force Send’ function provides status updates as it runs (e.g. sending, error).

Fixed Bugs

  • Ocean will now send an ‘Overdue Patient Response’ email for Patient Reminders like it does for Patient Messages. 
  • Users switching between sites will now be presented with the most recent Ocean view they were viewing in the previous site.
  • Resolved a bug in the Reminders module that was causing Ocean to endlessly ‘spin’ when ‘Force Send’ was used. 
  • Addressed a bug so that a selected online booking time slot appears selected when the user navigates to another part of the screen.
  • The online booking ‘Alternate Configuration’ feature has been temporarily removed.
  • The ‘Export’ function is now available on the Website Forms module (bottom of the left menu).


Note:    Ocean now has a comprehensive integration with OSCAR. This means that OSCAR users will have the same features for eReferral and Patient Engagement (e.g. kiosks, tablets, patient reminders) as other Ocean-EMR integrations   The integration is currently in beta testing with a few sites.  Please contact your OSCAR Service Provider for details about their plans to support this integration.


Ocean Server Upgrade August 18th 2020 Release Notes

The Ocean Server upgrade scheduled for August 18th, 2020 at 9:30 PM EST contains the following features, improvements and fixes. 

eReferral

Improvements

  • Added a confirmation step for the user to verify the intended eReferral source site when sending a referral from the PSS EMR. This prompt will only appear when the EMR is connected to more than one Ocean site, and the referrer has previously sent a referral at one of the other sites listed.
  • Sites can now enable Ocean to auto-close referrals that have an appointment date in the past, moving them to the Completed folder. 
  • Added an event to the Event Log for “Related Referral Created”, whenever a referral is split into multiple referrals, or a related referral is added.

Fixed Bugs

  • Central Intake can now reclaim a “child” eReferral that had been forwarded twice.
  • Corrected the spelling of the HSO Service ID for ‘Friendly Visiting’.
  • Resolved a bug that was causing notifications to be sent every 10 minutes for non-existent referrals.
  • Addressed a bug restricting the ability to use the search filter after viewing an eReferral based on a patient surname filter search.

 

Patient Engagement

New Features

  • Enable administrative staff users to add delegates.
  • Added more information to the audit logs to provide more clarity which records correspond to a given Ocean event.

Fixed Bugs

  • Resolved a bug that was not removing the PSS Ocean toolbar message to “Connected to Ocean” after a patient has viewed a secure message.
  • Addressed a bug that could pull expired appointment times from earlier in the day into secure messages using the ptNextApptDate keyword.
  • Added a workaround for a TELUS API incompatibility that was causing Online Booking to fail when a query using health number was performed.
  • Resolved a bug that prevented the import of patient notes in OSCAR for some clinics. 

 


Ocean Server Upgrade July 28th 2020 Release Notes

The Ocean Server upgrade scheduled for July 28th, 2020 at 9:30 PM EST contains the following improvements and fixes. 

 

eReferral

Improvements

  • Improvements to the selection and behaviour of the buttons that are displayed for Referral records in the “Awaiting Reply” folder.
  • Ocean referral reference number now appears in the page footer of the Referral PDF Downloads.
  • If the site’s logo is saved in the directory listing, it will now display on the PDF Referral Patient Handouts and Notification Sheet.
  • The referral record will now have appended to it a ‘Forwarded by _____  to _____ on <forwarded date>’ note for each forwarding event (not just the latest one).
  • The eRequest Types in the Website Form Link Configuration panel has been updated to appropriately handle Patient Self-Referrals, and display them in the eReferrals view instead of the Website Form view.
  • OSCAR clients with a Cloud Connect integration will no longer see the ‘Download’ button in the Ocean toolbar as it’s no longer necessary (see Note below).

Fixed Bugs

  • The ‘Needs Review’ yellow icon no longer appears for referrals in the New tab that were simply referrals sent with attachments.
  • Ocean users can now enter an unbounded DARC/T entry even if there is a previous appointment on the referral.
  • Users creating an eReferral using Internet Explorer can now add an appointment time to the referral's scheduling pane.  (An appointment time has to be entered manually before the dropdown shows.)
  • Resolved a bug that was causing some directory listings that were approved by a Regional Authority to still require validation.
  • Resolved a bug occurring when an eReferral record was open and then the browser ‘Back’ button was selected, resulting in the user being redirected to the previous portal view, rather than to the eReferrals view.
  • Resolved a bug so that an OSCAR user is able to preview HTML attachments within a browser rather than initiating a download.

 

Patient Engagement

Improvements

  • The new Website Forms and Online Booking views have been simplified by removing unnecessary columns (i.e. Source, Site, Protocol, Priority, Noted from Online Booking and Source and Site from Website Forms). They also now present records in reverse chronological order by default.
  • Website forms that are used to enable patient self-referrals can now be configured to behave and appear in the eReferral view instead of the Website Form view.
  • The confirmation text displayed to patients after they submit a reply to a secure message has been modified.
  • The Ocean User Account view has been updated to follow the pattern of the new navigation and launcher user interface.
  • Improvements to the Online Booking settings user interface.
  • The OSCAR Cloud Connect integration now supports the ability to write measurements in OSCAR (e.g. PHQ-9 values).  (see Note below)

Fixed Bugs

  • Resolved a bug that was preventing demographic fields (e.g health card validation number) provided in online booking confirmations from updating the EMR record.
  • Addressed issues impacting the ability to display the new Ocean navigation and launcher features on Internet Explorer.
  • Additional redirect support from the old Ocean portal URL to the new portal URL.
  • Resolved issue in which refreshing the edit booking link page results in an error, empty page, and navigation to stop working.
  • The new user menu no longer displays deactivated sites.

 

Note:    Ocean now has a comprehensive Cloud Connect integration with OSCAR. This means that OSCAR users will have many of the same features for eReferral and Patient Engagement as other Ocean-EMR integrations. The integration is only available to beta testing sites at this time. Please contact your OSCAR Service Provider for details about their plans to support this integration.


Ocean Server Upgrade July 7th 2020 Release Notes

The Ocean Server upgrade scheduled for July 7th, 2020 at 9:30 PM EST contains the following features, improvements and fixes. 

Note:    Ocean now has a comprehensive Cloud Connect integration with OSCAR. This means that OSCAR users will have many of the same features for eReferral and Patient Engagement as other Ocean-EMR integrations. The integration is only available to beta testing sites at this time. Please contact your OSCAR Service Provider for details about their plans to support this integration.

eReferral

New Features

  • OSCAR users can now send eReferrals directly within the Consult panel, upload attachments with the eReferral, as well as have the referral note automatically download into the patient chart. OSCAR will now also automatically update the status of the eReferral within the Consult panel (see Note above).
  • Ocean will now automatically create a new patient chart within OSCAR upon import of an eReferral. If a patient chart already exists (a valid health card number match), Ocean will update the existing record automatically upon import (see Note above).

Improvements

  • When a referral is flagged for review by a site, the referral will now be left in the Pending Booking folder, and a copy of it will be moved to the Needs Review folder. The light grey message bubble icon on referrals within the portal will be replaced with the yellow icon indicating the referral has a message needing review. 
  • A new information flag was added beside the health number field on referrals, so users can be encouraged to add alternate health number identifiers (military id, refugee #, etc) for patients without a health card number. This information has also been added to the “Omit health number” prompt to encourage users to add a number which allows Ocean to track the patient’s referral history. 
  • A “Booked Appointment” column has been added to the "For Me" folder, and an "Appointment Type" Column has been added to to the Booking folders for any Ocean sites with more than one appointment label.
  • A validation step has been included before importing eReferral notes into PSS and Oscar to ensure they are being added to the correct patient record. 
  • DARC/DART date fields can be left empty and edited over time. An error will appear for the user if they attempt to add an appointment to the referral, without first adding in the end date of the DARC/DART.
  • A locking mechanism has been implemented to ensure sequencing across API endpoints.
  • The PSS Ocean Custom Form setting in Cloud Connect is now able to be set per-site across multi-site clinics. 
  • The "Print Notification Sheet" action in the “Notify Referring Provider” prompt now launches the new Status Notification Sheet PDF download.

Fixed Bugs

  • Attachments uploaded to referrals from the Accuro EMR can now be previewed within the browser.
  • The Enter key can now be used to trigger referral printing when the Action menu is opened.
  • Resolved the overlap of text appearing in the PDF downloads.
  • An "Electronically Signed" label was added beside the referrer's signature in the newly formatted PDF downloads.
  • Resolved issue preventing the resubmission of inbound referrals that were transcribed and then declined at Central Intake.

Patient Engagement

New Features

  • Ocean Portal has a new menu that collates the main product modules, views and resources into a single location to make navigation quicker and the user interface cleaner and more intuitive. 
  • Ocean now offers an ‘in-house product tour’ to familiarize new users to the Ocean portal and to highlight new features to current users. 
  • On the My Account page, users can now set an Ocean Portal default landing page. 
  • Ocean can now sync with the OSCAR appointment schedule and automatically update the appointment status via Ocean kiosks and reminders (see Note above).
  • Ocean can now automatically update OSCAR patient demographics, as well as other clinical data bands, from Ocean online messages, web forms, kiosks or tablets (see Note above).

Fixed Bugs

  • Completed forms can now be downloaded as individual progress notes into PSS.
  • Patients can now download secure message attachments multiple times even after clicking ‘I do not need to see this again.
  • Addressed an offset calculation error that was impacting Accuro clients in timezones with nonzero minutes portions (e.g. Newfoundland).
  • Addressed an eForm date format error that was impacting Accuro patient information updates.
  • Resolved issue that was causing Accuro PDF file attachments to become corrupted.

 


Ocean Server Upgrade June 16th 2020 Release Notes

The Ocean Server upgrade scheduled for June 16th, 2020 at 9:30 PM EST contains the following features, improvements and fixes. 

eReferral

New Features

  • A new option in the Notes pane that enables referral notes, such as assessment outcome notes, to be downloaded and printed. 

  • Ocean support for OSCAR eReferrals (via Cloud Connect), including creating a new patient chart, automatic new consult creation in the consult tab, automatic updates to the consult status and automatic download of referral notes into the patient chart.

Improvements

  • Accuro EMR users will now have medical summary data (diagnoses,medications, allergies) auto-populated into new eReferrals.

  • Reconciled the current Action menu options for downloading and printing the Referral Letter/Receipt, and replaced with two new options: Download Referral Record and Download Referral Note. The Referral Record will be a complete pdf with Notes, Messaging and Attachments included on the referral. The Referral Note will include only the General section and the Referral Note.

  • eReferrals routed to a Central Intake now include the name of the original requested referral target in the Referral Record/Note pdfs above. 

  • Phone extensions can now be added in the phone number field in patient demographics and referrer information of the eReferral form.

  • Updated the "To:" Line in Referral Messages to Include Referrer's Name with the Site Name.

  • Added an "Accepted as Walk-In" Folder to the set of Sent Folders in the eRequest Tab.

  • Added a pop up HRM Error when a referral message attempts to send through HRM and fails.
  • Updated the logic used to assign the listing name during the Caredove sync to rely on the health service name passed from Hubly.
  • Improvements to the CMD admin directory tab to assist with the review of listing claims.

Fixed Bugs

  • Fixed an ElasticSearch bug in the Health Map, where a listing failed to be returned due to a catchment area being nested in one of the offerings.
  • Fixed bug related to the move of buttons into the autoDirty zone of the referral scheduling pane which is causing Sentry crashes and referrals to crash on close.
  • Appointment label is now assigned Wait1 correctly regardless of the sequence of labels added.
  • Purge date displayed in the Event Log is now correctly updated when a review is requested on a referral, and for referrals in the New box.

 

Patient Engagement

Fixed Bugs

  • Clinics using online booking with Med Access EMR can now allow patients to book across all providers associated with the clinic.
  • Contiguous appointment timeslots within a schedule within similar appointment types can now be booked as separate appointments without requiring a time gap between them.
  • The attachment upload feature no longer flag jpgs from Android as truncated and failing website form submissions.
  • In Cloud Connect, PSS users may now enter the EMR secret and ID in either sequence.
  • An error related to an undefined site number when navigating to the eForm editor from the Online Booking schedule edit page has been addressed.

 


Ocean Server Upgrade May 26th 2020 Release Notes

The Ocean Server upgrade scheduled for May 26th, 2020 at 9:30 PM EST contains the following features, improvements and fixes. 

eReferral

New Features

  • A new Patient Handout option is now available to print/download in the referral’s Action menu. This handout includes the referral’s appointment date/time, location (with map), booking comments, and booking attachments. This can be used to provide a patient, who is not receiving email updates, information about their appointment.
  • A new Status Notification Sheet for referring providers is now available to print/download in the referral’s Action menu. This sheet includes the status information, appointment date/time, appointment confirmation status, booking comments, and booking attachments. This can be used to notify a referral sender, who is not using Ocean, of updates regarding their referral.
  • The following Health Service Offerings were added; Assistive Equipment, Personal Care, Independent Skills Learning, and Registered Psychotherapy.

Improvements

  • When declining a referral, the box for messaging the reason for declining the referral will now auto-expand as the user types.
  • The “Est. Wait 1” and “Est. Wait 2” labels in the scheduling pane have been updated to state “Anticipated Time to Appointment”. If the appointment label has been configured for the listing, this new label will also be updated to reflect which appointment the wait time is associated with. 
  • The “Protocol” column was added to the “Needs Review” and “For Me” folders in the eRequest tab.
  • For declined referrals, the patient email notification (if chosen to be sent), now has the declined status above the location details. A line was added to the bottom of the email that states: "There is no action required from you at this time. You will be contacted directly, either by phone or email, regarding your referral."
  • For cancelled referrals, the patient email notification (if chosen to be sent), now has the cancelled status above the location details. A line was added to the bottom of the email that states: "If you have any questions regarding this cancellation, please contact your health care provider."
  • If a referring provider resubmits a cancelled or declined referral, the referral Sent Date will now update to reflect the date the referral was last submitted.
  • Two new referral analytics were added to help capture how many times a referral is resubmitted (resubmissionCount), and when the referral was initially sent (referralInitialCreationDate).
  • The Caredove listing sync was updated to include a handful of new mappings.
  • Added the srcSiteNum to the referral payload, to be used through the API.

Fixed Bugs

  • Fixed a Server Error that was generated when clicking "OK" on HSO Settings on a listing without making any changes.
  • The reason for the "Proceed with eReferral" field is now mandatory for referring providers to select in the eConsult workflow.

 

Patient Engagement

New Features

  • eForms can now be configured to include a ‘flag’ in the subject and body of Ocean form completion email notifications (e.g. “The response has been flagged as RED”). This can be used to visually triage whether form submissions require urgent review. 

Improvements – Website Forms

  • When a redirect URL is configured upon completion of the website form, the patient is shown a ‘message submitted’ confirmation message prior to being redirected.
  • Ocean users can preview the file attachment contents prior to downloading it.

Improvements – Online Booking

  • The setup configuration panel provides updated direction on how to complete an online booking schedule.
  • Increased instruction clarity on the appointment confirmation page.
  • Online booking requests can be filtered by provider in the eRequest tab.

Fixed Bugs

  • In the OceanOnline Patient tab, the ‘search by surname’ option disappeared when a space was entered into the patient's last name.
  • Ocean was including patients whose notes had been downloaded in the weekly "site data removal" email notifications.
  • Online booking eRequests that had been imported into PSS were not updating the mapped demographics.

 


Ocean Server Upgrade May 5th 2020 Release Notes

The Ocean Server upgrade scheduled for May 5th, 2020 at 9:30 PM EST contains the following features, improvements and fixes. 

eReferral

New Features

  • Added a new option to batch print eReferrals from the Ocean Portal. This is done by choosing referrals within a specific folder, applying filters (such as listing, service offering, or booking date range), and then clicking Print Referrals to generate one pdf of the referrals listed to print.

Improvements

  • Added a “Cancel” button to the bottom of the full-screen referral display.
  • Added an “Import into EMR” option to the Action menu, so referrals can be imported into the EMR at any point in the referral workflow.
  • Updated the date field formatting for referral creation date, message date, and review date found in the Referral Messages Export. 
  • Changed language in referral email notifications so the status is marked as “Completed as eConsult” rather than simply “Completed”, when appropriate. Also updated the “View” button to state “eConsult” when appropriate. 
  • Added a new Integration Permission for referral messaging attachments, separate from referral messaging. Updated the messaging pane UI if messaging is disabled for an integrated referral target.
  • eReferrals can now be updated to “Completed” through the API, regardless of appointment status.

Fixed Bugs

  • Improved error handling when users link their Ocean account to their EMR user on the HealthMap. The user’s default site will no longer need to be set to the site their EMR is integrated with, and Ocean will prompt if the user does not belong to that site.
  • Fixed a bug that prevents users from successfully removing site favorites in the HealthMap.
  • Fixed a bug that caused eConsult “Needs Review” reminder notification to only be triggered once at the 7-day mark, rather than every 7 days moving forward.

Patient Engagement

New Features

  • Developed an “Office Hours” feature that allows providers to specify hours that should not be available on the schedule for online booking. 
  • Added an Import Button to the Action menu to streamline the steps required to import notes from eRequests (website forms, online booking, eReferrals) into a new patient stub chart. 

Improvements – Website Forms

  • Updated language on the import message window to explain how to import attachments into the EMR.
  • Streamlined the process of attaching files to website forms.
  • Added validation step when the patient selects to include an attachment that s/he cannot proceed if an attached file is not detected.
  • Updated the Referral Import Dialog to indicate that website forms are being saved as Documents rather than encounter notes if the Documents setting is configured.

Improvements – Online Booking

  • Added an “Add to Calendar” option to on Online Booking confirmation emails.
  • Changed “Check In” button to “Submit” on Patient Authenticator. 
  • Updated language on the booking’s confirmation screen from “"Please check your email inbox to confirm the appointment" to "An email has been sent with this appointment information."
  • Users will now be prompted to save if they try to navigate out of the Provider Schedules view with unfinished changes.
  • Added a validation check and prompt for the user to remove an appointment type from a Provider Schedule before proceeding.to delete that an appointment type. 
  • Updated the patient-facing Request Declined language that appears when attempting to book multiple appointments to clarify when the patient will be permitted to book a subsequent appointment.
  • Online Booking submissions are now reported as a separate section and listed by provider in Ocean weekly reports.

Fixed Bugs

  • Fixed a bug that caused completed forms that were emailed as Web Questionnaires to show up in the EMR as partially completed.

 


Ocean Server Upgrade April 14th 2020 Release Notes

The Ocean Server upgrade scheduled for April 14th, 2020 at 9:30 PM EST contains the following features, improvements and fixes. 

eReferral

Improvements

  • The Review Form will now open to the right of the Referral Form when opened (rather than in a new window). This now allows users to scroll the Referral Form while the Review Form is open.
  • The Print Letter Action will now log “Letter Printed” events in the referral’s event log.

Fixed Bugs

  • Fixed a bug  so that “Accept as Walk-in” is the default option on referrals that have been forwarded and assigned to a Walk-In Health Service.
  • Fixed a bug that caused the referring site’s MRN to be used instead of the recipient site’s MRN when printing the letter from the action menu.

 

Patient Engagement

New Features

  • Developed a feature for Inbound Secure Messaging that gives patients the ability to send messages and attachments to their provider using a website form. For more information, see this article: How can I set up a Website Form for Inbound Secure Messaging?
  • Patient Authenticator can now be used on website form submissions. 

Improvements

  • Improved the configuration for “Ensure bookings are at least XX day(s) in the future and are not more than XX day(S) in the future”. Both days and hours may be entered now.
  • Improved the workflow for online booking so that patients can elect to receive an email confirmation immediately and automatically after the booking, facilitating online cancellation.
  • Post booking forms will  show “Next” instead of “Finish” even when there are no eForm actions to prompt the patient to complete the booking form.
  • Added appointment details (date, time and provider name)  to the online booking confirmation email.
  • Online booking confirmation emails will reflect virtual appointments if the appointment type selected was configured to be a virtual appointment.
  • Users will now have the ability to add editable text to the  Patient Authenticator for Online Booking.
  • The Patient Authenticator for Online Booking will inform the patients that they must be registered at the clinic if “Patients must be pre-registered at the clinic” setting is enabled.
  • Changed the labels in the Website Forms (eRequest) configuration dialog from “Medical Professionals, For Patients, Inbound Message” to “eReferrals, Website Form, Inbound Message”
  • Improved Online Booking usability for mobile devices. 
  • Basic contact information from the patient’s chart (i.e email address) will now pre-populate after the patient is authenticated.

 Fixed Bugs

  • Fixed the Alternative Provider Schedule configuration for Online booking so the same Provider schedules cannot be configured multiple times.
  • Fixed a bug that prevented Ocean from populating the next of kin number in Accuro when there are dashes.
  • Fixed a bug that made the minimum cancellation window for appointments booked online 24 hours when the value is set to 0.
  • Fixed a bug so users must enter EMR appointment types for all appointments when appointment type mapping is on.
  • Fixed a bug that affected the link to book a new appointment after cancelling appointment from the appointment confirmation window.
  • Fixed a bug that made the import window appear when accepting an eReferral, despite EMR type showing as "NONE" in the portal. 

 


Ocean Server Upgrade Mar 31st 2020 Release Notes

The Ocean Server upgrade scheduled for March 31st, 2020 at 9:30 PM EST contains the following features, improvements and fixes. 

eReferral

New Features

  • The Ocean Healthmap now syncs Caredove listings on a nightly basis via Hubly.

Improvements

  • Updated the referral purge rules for Rapid Access Clinic sites to be 12 months after the initial assessment date booked on the referral.
  • Added an “Add to Calendar” option for upcoming appointment dates received through patient referral booking notifications. 
  • Removed past appointment details in patient booking notifications when new appointments are booked. 
  • Updated the email subject lines of patient email notifications to be in a consistent format based on the action that generated the notification (ex. Health Referral - Sent, Health Referral - Booked, etc.)
  • Added a new prompt for referral senders to notify patients when cancelling a referral (rather than sending it automatically). 
  • Referral senders now have the ability to resend patient booking notification emails.
  • Updated the wording on the “Obtain Patient’s Email Consent” window. 
  • Child referrals associated with a cancelled Master Referral will now be cancelled automatically. Cancelled Master Referrals will generate an email regarding cancellation and an automated referral message that is flagged for review. 
  • Removed the duplicate HSO name from the Listing Configuration Screen so only the default Program Name is displayed.

 

Fixed Bugs

  • Fixed a bug that caused any requisition files,  added to listing’s health service offerings in the Ocean Healthmap, to not render and download correctly. 
  • Fixed a bug that affected the ability to sort eReferrals by Booked Dates in the Booked Confirmed/Unconfirmed folders found in the eRequest Tab.
  • Fixed a bug that caused Sent Referrals that are Declined/Cancelled to also appear in the Received/Declined Tabs. 
  • Selecting the Action Item, “Print Letter” will no longer log users out of the Ocean Portal. 
  • Fixed a bug that caused the Referral Export to only pull 20 referral records at once.

 

Patient Engagement

New Features

  • Ocean can now support the capture of non-binary gender values in the sex field of the demographic update screen.
  • Provide third party billing details in the Admin tab Billing panel. 
  • Online Booking eForms can now support demographic updates directly into the EMR (e.g. email address, virtual care consent).

 

Improvements

  • Added an Online Booking step by step setup guide and prerequisite requirements to simplify Online Booking configuration. 
  • Created a new provider schedule page so that users can easily configure and edit settings for each Provider’s Online Booking link. 
  • Added the ability to select  Provider prior to selecting Appointment Type in the Online Booking workflow to simplify the ability to customize each provider’s appointment type offerings.  
  • Updated the text displayed when a patient sends a reply to a patient message to confirm that the message was sent successfully to the provider. 
  • Updated the Tablet tab’s Health Card Validation panel  to mitigate misconfigurations caused by browser autofill/autocomplete settings.

 

Fixed Bugs

  • Fixed a bug related to Online Booking that prevented the primary provider restriction for schedules to work in Med Access. 
  • Fixed a bug that caused a site’s overdue patient notifications to be sent to the original sender’s email  even though the user account was no longer associated with the site. 
  • Fixed a bug that allowed space characters to bypass eForm email validation. 
  • Fixed a bug related to validation errors encountered when inputting the 4-character year value of eForm date fields.  

 


Ocean Server Upgrade Mar 3rd 2020 Release Notes

The Ocean Server upgrade scheduled for March 3rd, 2020 at 9:30 PM EST contains the following features, improvements and fixes. 

eReferral

New Features

  • New Service Offerings Available: End of Life Care, Assisted Dying Inquiry Support,  Anger Disorders, Sexual Behaviors (synonymous to Sexual Behaviors Clinic), Forensics (synonymous to General Forensic Assessment), Upper GI Series, and Small Bowel Follow-Through.

Improvements

  • Submissions in the eRequests tab will now be viewed in full-screen.
  • Requisition Repository Listings will now display with a green print button in the Healthmap. The grey arrow on listings, not yet accepting eReferrals, will be removed.
  • Updated purge rules to extend the purge date for 12 months after the referral's latest forward date.
  • eReferrals will now automatically close when the "Save for Later" button is clicked on the Healthmap.
  • Added a new action menu item that allows users to print Referral Letters in a new tab without downloading the PDF.
  • Adjusted scroll bars of embedded iFrame in External Referral System Launch.
  • Adjusted wording on referral forms that are set-up with the External Launch Integration.
  • Reformatted referral sent date in patient email referral notifications to be consistent with the format of appointment date(s). Also added the day of the week to the patient’s appointment date(s).
  • Added language to the bottom of the “sent” and “forwarded” patient referral notification emails, to inform the patient that there is no action required of them, and they will be notified when the appointment is booked.
  • Enlarged and changed wording of "Confirm Appointment Button" to "Click Here to Confirm Appointment(s)" on patient booking email notifications.
  • Updated header of patient booking/rescheduling notification to indicate that patient confirmation for the appointment is required.
  • Changed wording in Booking Notification from "Comments" to "Important Information About Your Appointment".
  • Automatic notifications/reminders will be generated for eReferrals/eConsults that remain in the "Needs Review" folder after 7 days, and repeat every 7 days until the message is marked as reviewed.
  • Updated eConsult buttons for referrers to be in the order of "Completed", "Reviewed", "Proceed with eReferral", and "Done".
  • Added a new analytic field called eConsultProceedToEReferralReason.
  • The Import Window will no longer be triggered when the site's EMR is set to "None".

Fixed Bugs

  • Fixed a bug that affected the "Last Week" referral numbers in the Ocean Usage Report.
  • Fixed a bug that caused referral notes not to import into a receiving site when clicking "Review" on a completed eConsult if the patient exists in Ocean.
  • The "Proceed with Referral" option on eConsults will now trigger "Needs Review" email notification.
  • The Scheduling Pane will now be hidden after users respond as an eConsult for the second time.
  • Added logic to set the eConsultAcceptanceDate to the eConsultFirstMessageDate if the latter is populated without a formal acceptance of the eConsult.
  • Added logic to reset the eConsultAcceptanceDate to blank if no eConsult message was ever sent, and the eConsult was instead accepted back to a referral.

Patient Engagement

New Features

  • Redesigned the date selection widget on eForms to be more mobile friendly.
  • eForms used for Online Booking can now be used to update EMR fields (e.g. email address and consent.)

Improvements

  • Selecting the "Decline" option for Online Booking eRequests will now automatically  remove the appointment from the EMR scheduler.
  • Added a validation step for clinics that allow new patients to book appointments online to ensure they are not an existing clinic patient (for sites that do not have "Patients must be pre-registered at the clinic" setting selected).
  • Added the ability for a site to use their Directory Listing's logo for the Online Booking patient authenticator screen. 
  • Improved the patient experience during the loading of providers' schedules for Online Booking 
  • Enhanced the Online Booking appointment cancellation confirmation window to display the details of the appointment being cancelled.  An email notification is now sent to the patient upon appointment cancellation.
  • Empty eRequests will no longer sit in the eRequests tab if an online booking fails.
  • The patient authenticator's date picker for Online Booking will now allow users to enter their birth month in digits.
  • Changed the default value of the DaysBeforeAnotherBookingAllowed setting from 1 to 0 (if not specified by the clinic on the eForm).
  • The "Accept Walk-in patients" option is hidden if Alternate ID option is selected.

Fixed Bugs

  • Fixed an issue with the eForm Editor’s numeric scale item that prevented a form note from being generated if the text is selected instead of the bar itself.
  • Updated the error message displayed to patients when they attempt to book an appointment online with a provider that does not have an online booking service available.

Ocean Server Upgrade Feb 11th 2020 Release Notes

The Ocean Server upgrade scheduled for February 11th, 2020 at 9:30 PM EST contains the following  features, improvements and fixes. 

eReferral

New Features

  • The Ocean Platform now supports the ability to respond to an eReferral with an eConsult message. Functionality includes allowing the recipient to accept a referral as an eConsult, send an eConsult message, and track billable time associated with it. This new feature also enables the sender to review the eConsult message and mark the referral as completed at that time. This feature is currently in a Proof of Concept with the eHealth Centre of Excellence, System Coordinated Access Program and the eConsult Centre of Excellence, to build out an integrated eReferral/eConsult workflow in Ocean. 

Improvements

  • The Ocean Portal will now maintain the User Session when a Referral is actively being edited (for more than 30 minutes).

Fixed Bugs

  • Fixed a bug that caused multiple copies of a note to download when clicking the Referral View's email button .

Patient Engagement

Improvements

  • The Ocean User License Agreement is now accessible from the 'View My Account' page in the Ocean Portal.

Fixed Bugs

  • Fixed a bug that caused patients who did not confirm receipt of secure messages to be purged if their notes were downloaded.

Ocean Server Upgrade Jan 21st 2020 Release Notes

The Ocean Server upgrade scheduled for January 21st, 2020 at 9:30 PM EST contains the following  improvements and fixes. 

eReferral

Improvements

  • The dropdown filter for eReferrals/eRequests chosen for the "Sent" folders will now reset when the user navigates to "Received" folders.
  • Child Referrals will now inherit the email consent status from the master referral.
  • Any changes made in Review Notes will now be saved when the user selects "Request Decline" on the eReferral.
  • Added "Patient No Show" as a reason for declining an eReferral.

Fixed Bugs

  • Fixed a bug that prevented users that have "Physician Assistant" as their clinician type to be selected as a primary delegate.
  • Fixed a bug where the "Accept as Walk-in" was incorrectly displayed as the default option on received referrals on some sites.
  • Fixed a bug that prevented referral message notifications from being directed to the Message Target when the sender and receiver of the referral are on the same Ocean site.

Patient Engagement

Improvements

  • The Cloud Connect Setting "Schedule Days to Sync" will now appear under the heading "General" rather than "Ocean Reminders".
  • Added a confirmation window when user "force sends" reminders to inform users that live automated reminders will be disabled for 24 hours when site is not in test mode.

Fixed Bugs

  • Fixed a bug that caused patients who did not confirm receipt of secure messages to be purged if their notes were downloaded.


Ocean Server Upgrade Dec 10th 2019 Release Notes

The Ocean Server upgrade scheduled for December 10th, 2019 at 9:30 PM EST contains the following features, improvements and fixes. 

eReferral

New Features

  • Supporting a workflow for Ocean Requisitions where referrers can now send and print requisitions in Ocean to provide to patients.  This print-out gives patients the ability to choose their own referral destination. Once a patient has chosen a referral destination, the referral recipient can claim a requisition for their site. To take a look at this new feature, see here: ocean.tips/req.

  • Prenatal and Postnatal are now available as health service offerings.

Improvements

  • The referrer's email will now be displayed in the email window when sending Referral Notes.

  • Added a listing policy that allows recipients to restrict referring providers to users with a Physician or Nurse Practitioner clinician type.

  • Removed the physician assistant line on the referral view for self- referrals.

Fixed Bugs

  • Fixed a bug that caused listings approved by regional authority to be rejected after 30 days.
  • Fixed an issue where eReferrals were unable to print due to a decryption error in the attachment.
  • Fixed an issue that caused decline notes or messages to be cut-off when a referral PDF is generated.
  • Fixed a bug that prevented referral email notifications from being triggered to the referring provide when the sender and recipient are on the same Ocean site.

Patient Engagement

New Features

  • Kiosks will now automatically mark walk-in patients as arrived.

Improvements

  • The rule builder dialogue will now appear more consistently across various web browsers.

Fixed Bugs

  • Fixed a bug that caused eForms that were removed from the patient dashboard to re-appear if the user adds a new eForm in the same session.

  • Fixed a bug where keywords were not stamping demographic variables properly in the progress note formatter.

  • Fixed an issue where keywords used in the secure message body were not replaced when sending a bulk email questionnaire.


Ocean Server Upgrade Nov 19th 2019 Release Notes

The Ocean Server upgrade scheduled for November 19th, 2019 at 9:30 PM EST contains the following features, improvements and fixes. 

eReferral

Improvements

  • Added the ability to "Delete" inbound referrals that have not been forwarded.
  • Added an additional check on Master Referrals before displaying the option to "Split" to prevent a referral from accidentally being split twice.
  • Updated text displayed on the scheduling pane of Inbound Referrals to emphasize that the patient and referrer will need to be notified separately of any scheduling changes made.
  • Updated the listing filter to exclude forwarded referrals unless the site is a Central Intake.

Fixed Bugs

  • Fixed an issue where the "Edit" button would display on referral notes after being electronically forwarded by Central Intake sites. It should now only display on inbound referrals transcribed by Central Intake.
  • Fixed a bug that caused "**ERROR**" to appear on downloaded letters and receipts when automated Ocean messages and notes were stamped on referrals.
  • Fixed an issue that caused the MRN field to not display on a referral after being revoked from a site.

Patient Engagement

New Features

  • The patient's window now has a "View Form Memory" option to display when forms were last completed. The ability to clear Form Memory is also available in this option.

Improvements

  • Check-in kiosk now validates first name and surname to prevent invalid or whitespace entries. 

Ocean Server Upgrade Oct 29th 2019 Release Notes

The Ocean Server upgrade scheduled for October 29th, 2019 at 9:30 PM EST contains the following features, improvements and fixes. 

eReferral

New Features

  • Added "Physician Assistant" as a new clinician type. Physician assistants can be added as delegates to a provider's Ocean account to send referrals on behalf of the provider. Unlike the usual delegate flow, the physician assistant's signature will also be included on the sent referrals.
  • Added a new referral analytic for delegateClinicianType. 

Improvements

  • A referral with an appointment that is revoked forward will now allow the revoking site to reclaim ownership instead of rejecting the request.
  • Booking an eReferral or eRequest from the New Tab will now trigger the patient Import window if the referral is directly accepted or if there is a booking change to a new referral.
  • When importing referrals into an integrated EMR, you can now optionally wait on the Import Window for confirmation from Cloud Connect to determine if the import was successful or not. The details of the success/failure can be found in the referral's Event Log, along with an option to retry failed imports (for example, if a stub patient file still needed to be created in PSS for a new patient referral).

Fixed Bugs

  • Fixed a bug where anonymous EMR users were prompted to link their Ocean and EMR accounts on the Health Map after signing in on the referral form.
  • Fixed a bug where users without Ocean accounts were prompted to log in when updating a listing in the Health Map.

Patient Engagement

Fixed Bugs

  • Fixed a bug that caused an error when force sending reminders through the Admin Tab > Reminders.

Ocean Server Upgrade Oct 8th 2019 Release Notes

The Ocean Server upgrade scheduled for October 8th, 2019 at 9:30 PM EST contains the following features, improvements and fixes. 

eReferral

New Features

  • Extend the capabilities of an Ocean Site by building a custom integration that integrates external services to Ocean and sends notifications of new events that occur. Feature can be found in the Admin Tab > Integrations.

Improvements

  • The forward referral pane now includes an indicator as to whether the listing is accepting electronic referrals or not (similar to the health map view).
  • Incomplete referrals can now be deleted simply by opening them up and clicking the “Delete” option at the bottom of the referral.
  • Added a new Health Service Offering for “Cataract Care”.
  • Referral email notifications will now include the referrer’s first name and last name for all clinician types.
  • Cleaned up the messaging target, so referrer’s are no longer defaulted as an option when the referrer opens the referral.
  • Child referrals will now inherit their parent's "referralForm" field, allowing the referral form to be edited on the child.
  • The ptNotificationEmailed Analytic will now get populated as soon as the patient receives their first email regarding the referral (the analytic is no longer dependent on booking notifications).
  • Canned booking comments no longer include the option for "Prompt for an appointment date and details", as additional appointments can now be added directly to the referral. 

Fixed Bugs

  • Fixed a bug where the Awaiting Reply tab was including Declined referrals awaiting a reply, in it’s count. Declining a referral will now clear out any existing “awaiting reply” status. 

Patient Engagement

New Features

  • New walk-in customization for Cloud Connect-integrated users to adjust walk-in appointment durations to 10, 15, 20, 30, and 60 minute increments based off appointment types configured in the EMR. See Article: Set-up Ocean to Support Walk-in Patients.

Improvements

  • Enhanced patient dashboard for Accuro users to display active referrals, eForms, and patient notes.
  • By default, Ocean site admins will be signed up for their site's weekly usage report which includes usage data on all active products.
  • Re-positioned the alignment of search results in the Ocean Portal > Patients Tab during initial log-in.
  • Updated session expiry for online questionnaires to prevent a user from losing changes once the session expires.
  • Ocean Patient Messages will now display the name of the files that were attached in the patient's note. 

Fixed Bugs

  • Fixed the Approximate Date Item from the eForm editor to allow a date selection to go up to 100 years in the past.
  • Fixed a bug in Ocean eForms where two date-picker fields in a row could cause a rendering issue.
  • Fixed a bug that caused patient forms to open at the bottom of the browser instead of the top when accessed from a link. 

Ocean Server Upgrade Sept 17 2019 Release Notes

The Ocean Server upgrade scheduled for September 17, 2019 at 9:30 PM EST contains the following fixes and improvements.

eReferral

  • Updated the Patient Dashboard (commonly used by Accuro and Oscar referral senders/receivers) to a table format, so it more closely resembles how referrals are displayed in the Portal. Any active Sent and Received referrals for a patient are now separated into two tables, with a column to view the current status of the referrals at a glance.
  • Moved the set of “OK” buttons to the bottom of the Review form and added a scrollbar for longer forms, so the buttons are always visible when the form is opened.
  • The patient's Date of Birth field on referrals will now auto-populate the “/” marks, making it quicker to populate manually. Also added validation to the field to ensure a future date is not entered, and that a maximum of 4 digits is used for the year entry.
  • The referral messaging pane now clearly displays senders and receivers of messages by name and location. This includes the listing name followed by the organization name (if available) or Ocean site name.
  • Updated the messaging recipient in the Messaging Pane, such that the last message sender is defaulted as the recipient of the message.
  • The Edit Patient Information window for inbound referrals now includes a field to update the Health Card version code, if entered incorrectly.
  • The “Delete” option in a referral’s action menu will now only be available for referrals marked as test, or patient self-referrals.
  • Sending referrals with attachments larger than 10 MB, or incorrect file types, will now prompt the user with an error at the time the referral is sent.
  • Added a new Health Service Offering for “Cataract Surgery”.
  • Fixed a bug where EMR-based attachments could be purged from an incomplete referral before it was sent, resulting in an error when attempting to print or download the referral letter.
  • Fixed a bug where parentheses in file name attachments resulted in the file name being truncated when downloaded from the referral.
  • Fixed a bug where the confirmed status was no longer updating on the appointment in the Accuro schedule when confirmed on the Ocean referral.
  • Fixed a bug where a prior declined event was resulting in the referral incorrectly sitting in the declined tab at central intake.
  • Removed some legacy functionality where the payer of the site would be copied on specific referral email notifications, such as when a referral was resent or ownership is reclaimed.

Patient Engagement

  • Ocean username and password requirements are now displayed on the sign-up page and are validated prior to completing sign-up.
  • Fixed an issue that prevented users from accessing Ocean Support if they updated their email address in the Ocean Portal.
  • Fixed a bug with the Day Sheet to ensure that all appointments are being displayed if a patient has multiple appointments on the same day.

Ocean Server Upgrade Aug 28 2019 Release Notes

The Ocean Server upgrade scheduled for August 28, 2019 at 9:30 PM EST contains the following fixes and improvements.

eReferral

  • Added a new “Review and Accept” and “Review and Decline” set of buttons to the referral’s Review form. These appear in a dropdown beside the Review button, when a referral has been assigned to a user for review. This allows the user to mark the referral as reviewed, as well as update the status, directly from the “For Me” tab.
  • Removed the ability for recipient sites to cancel referrals, as they should instead mark a referral as declined, when appropriate. The “Cancel” option will still be available in the Action menu for referral sending sites.
  • Fixed a bug where Oscar clinics using the KAI OSP, were noting the patient’s health card number and version code no longer populating Ocean eReferrals.
  • Addressed a rare edge case bug, where an Incomplete referral form could insert the referral into the incorrect patient chart if the Ocean patient reference number had been recycled.

Patient Engagement

  • Ocean Reminder emails now display the timezone of the appointment time.
  • Fixed an issue that could have allowed a patient to respond multiple times to a single Secure Message.
  • Fixed an issue that would occasionally prevent synchronizing appointments from an integrated EMR to Ocean.
  • Fixed an issue with Ocean usage reports to ensure Secure Message counts are consistent across "This Week", "Last Week", and the "Past 30 days".

Ocean Server Upgrade Aug 6 2019 Release Notes

The Ocean Server upgrade scheduled for August 6, 2019 at 9:30 PM EST contains the following fixes and improvements.

eReferral

  • Added new functionality to the “Needs Review” tab, so users can now filter to referrals needing review by a specific user at their site.
  • Incomplete referrals (referrals “Saved for Later”), are now re-launched in the Ocean Healthmap and use Single-Sign-On.
  • Updated the Forward pane so Central Intake and Rapid Access Clinic users can now select the Health Service Offering to assign to the referral at the time of forwarding (the selection will default to the referral’s current HSO, if a match is found at the selected listing).
  • Added a purge date to the bottom of the referral’s Event Log so users can now view the date a referral is scheduled to be removed from Ocean.
  • Fixed a bug where the referral could not be opened from an "email note" email notification.
  • Updated the referral status when an assessment report is emailed, to correctly reflect the site emailing the report.
  • Fixed a couple bugs associated with the “Please Wait” prompt that may appear when sending referral messages on slower networks. This will prevent duplicate messages from being triggered in short time frames.

Ocean Server Upgrade July 16 2019 Release Notes

The Ocean Server upgrade scheduled for July 16, 2019 at 9:30 PM EST contains the following fixes and improvements.

eReferral

  • The Completed, Incomplete, and Deletion Warnings folders, under the eRequest tab, will now automatically display the referral count without having to select the folder first.
  • Removed the “Redirect to this Site” Action menu item on referrals. Instead sites can now “Reclaim Ownership of the Referral” if the referral was revoked from their site, or if they declined the referral.
  • If you attempt to “Revoke Forward” on a forwarded referral that already has scheduled appointments at the new site, you will now be prompted to message the site to request they cancel the appointments before revoking.
  • Fixed a bug where revoking a forward was not resetting the appointment labels on the referral.
  • Fixed a bug where revoking a forward was not resetting the provider label correctly on the referral.
  • Users are now prompted for a reason for declining the referral, if left blank.
  • Fixed a bug with the booking date filters in the Booked Confirmed and Booked Unconfirmed tabs.
  • Fixed a bug where the messaging pane was hidden if the referral sender and recipient belonged to the same Ocean site.
  • The Ocean username is now excluded from patient cancellation emails
  • Cleaned up the referral summary message for when edits are made to a referral form. The message now excludes the invisible "$$" fields and has a couple extra checks to ensure the item was updated.

Patient Engagement

  • By default, Patient Group Messages are now limited to a maximum of 100 recipients. Configuring a custom 'From' address will increase the maximum to 1000.
  • Text Areas on forms now appear by default as two lines (different from a text field).
  • Patient messages are now ordered from newest to oldest, to make it easier for patients to review their most relevant messages.
  • The Patients Tab in the Ocean Portal now supports a message date filter using the format 'YYYY-MM-DD'.
  • The Patients Tab in the Ocean Portal now provides the option to "Load More" when a filter returns a large number of patients.

Ocean Server Upgrade June 25 2019 Release Notes

The Ocean Server upgrade scheduled for June 25, 2019 at 9:30 PM EST contains the following fixes and improvements.

eReferral

  • New feature: Referral summaries can now be saved as Documents in Accuro. Ocean admins can configure this option in Cloud Connect, and may need to re-authenticate with the Accuro API to enable this feature.
  • When sending a referral, the "Other referrer" option now clears Billing #, Professional Id and signature.
  • When a delegate is signed in, the "Other referrer" option now uses the delegate's email on the referral.
  • "Referral Notification Email" in the Admin tab of the Ocean Portal now properly validates a list of emails.
  • Central Intake is now notified anytime a message is sent on a referral.
  • The "Appointment Notification" action (in both Accuro and PS Suite) now allows the user to select the referral to update, and the appointment to apply.
  • The "Add Related Referral" action now maintains the confirmation status of the original referral.
  • The dropdown filter in the eRequests tab of the Ocean Portal now contains the Program name.
  • Fixed an issue that would set the source of a referral as "Directory" when using "Save for Later".
  • The referral note can no longer be edited after a referral is marked as "Complete".
  • A review form can now update the Health Service on a referral.
  • Referrer's name can now be edited on Inbound referrals.

Patient Engagement

  • The Patients tab of the Ocean Portal now supports searching for patients that have messages, and filtering by Primary Provider.
  • The option to individually or bulk invite new users to a site is now prominently displayed at the top of the Users section of the Admin tab.
  • The Shared Encryption Key is now requested on administrator's first login, to ensure sites are properly configured.
  • Fixed an issue that could add an Ocean username to the default email template.
  • Fixed an issue that unnecessarily displayed seconds on appointment times in the daysheet.

Ocean Server Upgrade June 4 2019 Release Notes

The Ocean Server upgrade scheduled for June 4, 2019 at 9:30 PM EST contains the following fixes and improvements.

  • New feature: All-new Ocean Weekly Usage Reports. Reports are generated for each Ocean site and made available, via email, to all subscribed administrators. The new reports provide increased visibility into the users/administrators registered at your site, as well as high-level and detailed product usage metrics, across Patient Engagement and Referrals. Note: daily usage reports are no longer available.

Patient Engagement

  • It is now much easier to generate credentials for Accuro CDS links via the Ocean Portal. For convenience, site administrators can also view these credentials from the Ocean Portal.

eReferral

  • Added the ability for referral recipients to edit referring provider information fields on the referral. Note, that the referrer’s email can only be updated if the referring provider is not associated with an Ocean user.
  • The referring provider email is now hidden from the referrer’s section on a referral (the email used for referral notifications can still be found in the referral Event Log if needed).
  • Added a new analytic, “initialAssessmentSiteRef”, to capture the unique target reference of the assessment site, if the referral was sent to one.
  • Fixed some minor bugs associated with using the back button when browsing the Ocean Healthmap.
  • Referral notification emails will no longer state "The appointment remains scheduled for (no appointment scheduled)." when only booking comments are added to the referral.
  • Fixed a bug with removing favourited listings from the Ocean Healthmap.
  • Users can now go back into the EMR and add attachments either during referral creation or after it has been created.
  • Fixed a couple bugs with the Ocean Attachment Exporter flow, including avoiding duplicate attachments on Saved for Later referrals, and avoiding the “null” file name on attachments added to a sent referral.

Ocean Server Upgrade May 14 2019 Release Notes

The Ocean Server upgrade scheduled for May 14, 2019 at 9:30 PM EST contains the following fixes and improvements.

Patient Engagement

  • EMR Field Mappings in the Ocean Portal can now map to Accuro Lab Values by Field and Subfield, meaning single lab tests can now support multiple lab results. See our support guide for more information.
  • Fixed an issue to ensure the Ocean Portal properly displays the Daysheet when a single patient has multiple appointments on the same day.
  • Added support for sending multiple appointment confirmation reminders for a single patient.
  • Added support for populating the @ptMemberStatus Keyword from an integrated TELUS EMR, to provide access to a patient's roster status.
  • Fixed an issue that could prevent Ocean from downloading the full list of appointments from an integrated EMR, if a partial (delta) sync ran across midnight.

eReferral

  • Added a set of new Health Service Offerings, including: Intensive Geriatric Service Worker, Foot Care Nursing, Group Exercise/Fitness¸ Hearing Loss/Deaf Support, Intrauterine Device Insertion (IUD), Pap Testing, Endometrial Biopsy, FIT-Positive Testing, and Specialty Drug Patient Support Program. Also updated the aliases for a variety of existing Health Service Offerings.
  • For Regional Authority listings the "Where do you work" drop down was removed from the Participant License Agreement.
  • Introduced a new form item reference “restrictedPhi”, that can be added to referral forms to hide the “Personal Health Information that is medically relevant has not been disclosed at the request of the patient.” checkbox at the bottom of the referral.
  • Updated the import window for Accuro users, so that after accepting a referral there is now a second line prompting the user with “The referral note has been added to the EMR as an encounter note.”
  • When creating inbound eReferrals, importing a listing with an email attached to it will no longer tie that email to the referral.
  • Fixed a bug where the description on a child referral was being wiped out by the review form.

Ocean Server Upgrade Apr 23 2019 Release Notes

The Ocean Server upgrade scheduled for Apr 23, 2019 at 9:30 PM EST contains the following fixes and improvements.

Patient Engagement

  • Improved error handling for invalid email addresses when sending Reminders.

eReferral

  • Added new referral analytics for ‘ax_receivedReferralComplete' and 'ax_imagingType’.
  • Added new Health Service Offerings for Mental Health Assessment & Referral, Early Psychosis Intervention, Adult Intensive Services, Geriatric Medicine, Geriatric Behaviour, and Geriatric Medicine Risk and Consultation.
  • All listings can now support a catchment area, if desired.
  • Added a new Manual Forward Policy setting on listings to support passing communication responsibilities of the referral back to previous owners, when manually forwarding the referral to listings not on the Ocean eReferral Network.
  • Fixed a bug where selecting ‘Done and Await Reply’ now properly moves the referral to the Awaiting Reply tab directly after selecting.

Ocean Server Upgrade Apr 9 2019 Release Notes

The Ocean Server upgrade scheduled for Apr 9, 2019 at 9:30 PM EST contains the following fixes and improvements.

Patient Engagement

  • Ocean Kiosk can now mark patients as arrived for all appointments within a predefined interval in an integrated Accuro EMR.
  • Fixed an issue with demographic updates in Med Access that could result in duplicate email address and incorrect phone number updates.

eReferral

  • Added new referral analytics for 'initialReferralTargetRef' and 'initialOrganizationName'.
  • The Ocean Healthmap listing view now has an improved visual appeal and displays the selected Health Service Offering in an embedded panel.

Ocean Server Upgrade Mar 27 2019 Release Notes

The Ocean Server upgrade scheduled for Mar 27, 2019 at 9:30 PM EST contains the following fixes and improvements.

Patient Engagement

  • New feature: Ocean can now import patient cohorts from Med Access. Please see the "Med Access Patient Importer" tab on this support article for more information.
  • New feature: Walk-in Kiosk functionality now supported in Med Access. Please see this article for more information.
  • In all supported EMRs, the scheduler now shows when Forms are available to be completed, and conveniently displays the Ocean Reference # for the patient.
  • Added support for 'Chart #' and 'Primary Provider / ptClinicDoc' keywords when Ocean is integrated with a Med Access EMR. See this article for reference.
  • Added support for appointment confirmations in Med Access. When patients confirm their appointment from the reminder email, Med Access will displayed a confirmed status in the scheduler.

eReferral

  • Referral review forms can now update the referral description.
  • Fixed an issue where marking a referral as complete could incorrectly trigger an email notification.
  • Improved directory listing layout in the Ocean Healthmap, to display multiple health services and provide an option to reveal all.
  • Improved postal code validation when drafting a new Ocean eReferral.
  • Fixed an issue with Healthmap/PPR synchronization that could inadvertently remove existing Health Service offerings on a listing.
  • Fixed an issue to ensure the Review form correctly pulls the updated referral analytic value from a previous Review note (if one exists), rather than the original value entered on a referral form.
  • When a referral is booked at a listing of type Rapid Access Clinic, the scheduledAppointment analytic and Wait1 analytic are no longer populated. Only the initialAssessmentDate and Wait1a are populated as expected.
  • The Scheduling pane on a referral now displays who will be receiving email notifications regarding the appointment (referrer and/or patient), before any updates are made to it. After the booking email notification is sent, a green check mark stating the patient was emailed the information will appear, when appropriate.
  • In the Booked Unconfirmed tab, for both sent and received referrals, you can now filter to patients with or without an email, to help streamline the booking confirmation process.
  • Fixed a bug where the MRN number field now accepts leading zeroes.
  • Fixed a bug where the CC field on referral printed receipts no longer overlaps the patient name.
  • Added text to the bottom of patient referral email notifications, to help inform the patient why they are receiving the notification and how to unsubscribe if desired.

Ocean Server Upgrade Mar 12 2019 Release Notes

The Ocean Server upgrade scheduled for Mar 12, 2019 at 9:30 PM EST contains the following fixes and improvements.

Patient Engagement

  • New feature: Ocean Reminders have been enhanced with a more user-friendly user interface and new features. Reminders can now send for multiple upcoming appointments for the same patient in sequence, including appointments booked on the same day. It can now also send reminders for appointments booked farther in the future or post-visit forms farther beyond their initial appointment.
  • New feature: The Ocean Rule Builder: Implementing complex Javascript rules for Ocean Reminders and kiosk check-in rules is much more user-friendly thanks to a helpful contextual popup pick-list of scripting options.
  • Defining a custom walk-in provider for a particular kiosk is now easier thanks to an embedded contextual help link, an expanded scriptable area, and the new Rule Builder.

eReferral

  • New feature: Listings may now be configured to force users to sign in with an Ocean account prior to sending an eReferral or provider message to the listing.
  • New feature: Streamlined review of health service offerings in the Ocean Health Map: When users search for a particular type of offering, the offerings are now directly shown in the search results. Detailed information about the offering is shown automatically in-line when the match is selected, making it easier for users to review the relevant information.
  • Referrals that were manually fax-forwarded to offline listings claimed by a particular Ocean site will now display the Ocean site as a potential recipient instead of the offline listing (since the offline listing is usually unavailable to review the message).

Ocean Server Upgrade Feb 26 2019 Release Notes

The Ocean Server upgrade scheduled for Feb 26, 2019 at 9:30 PM EST contains the following fixes and improvements.

  • New feature: Two-Factor Authentication (2FA) for Ocean. Visit the 'My Account' section of the Ocean Portal to enable 2FA for your account. Click here to learn more.

Patient Engagement

  • New feature: Dynamic Walk-in Providers. Ocean Kiosk can now be configured to book walk-in patients into a particular provider's schedule, depending patient demographics, responses, etc. Click here for more information.
  • New feature: Patients can now confirm their upcoming appointment from Ocean Reminders. To enable appointment confirmation for your site, visit Admin->Ocean Reminders. Click here for more information.
  • Progress notes in Med Access now include the name of the completed form as their description.
  • Ocean sites can now configure a subset of their Kiosks to accept walk-in patients.
  • Fixed an issue to support special characters in ScriptUtil.getKeyword("@ptComments").

eReferral

  • New feature: Admins can now configure fine-grained Referral Email Notifications for their Ocean Healthmap directory listings, on a per-listing and per-offering basis.
  • A referrer can now view a full, simplified list of appointments on a referral that they have sent.
  • The 'Email Note' option on a referral now sends an automated message to the referrer, flagging the referral for review, and updates the referral status in the EMR.
  • Fixed an issue to ensure completed Referrals that are subsequently Forwarded, arrive in the receiving site's 'New' folder.
  • Fixed an issue with Referral Email Notifications, to remove the 'Dr.' prefix for Nurse Practitioners.