EMR Integration Module Release Notes

• Fixed a bug that prevented the "Remove" button from successfully removing the custom form from the chart
• Changed the behaviour of the form when opened in View Form (F2) mode, to allow new users to click the Settings button for configuration. Previously users had to send a test eReferral to access this button.

• Fixed a bug with the smoking status update that could result in a "never smoked" patient to be changed to "non-smoker"
• Fixed a bug that prevented provider names with non-ASCII characters (such as accents) from being passed properly to the Ocean server, thereby preventing uploads of new patients into Ocean

The PS Suite Ocean Toolbar 5.11 has the following changes:

• The emergency contact fields can now populate in the PS Suite Demographics window when the corresponding field updates are uploaded from OceanConnect. (Note: Unfortunately the TELUS API doesn't support reading or writing the emergency contact; consequently, even though the toolbar can now set the values of these fields in PS Suite, the values cannot be read back into Ocean for subsequent display on the Ocean tablet or in eForms)
• Fixed a bug that would sometimes overwrite a patient's "never smoked" status with "ex-smoker" when a form is completed that asks about smoking status but doesn't clarify the "ever smoked" status
• Improved the visibility of the Download Note button to assist sites with manual downloads when the TELUS API is malfunctioning
• Removed the additional "field x was changed to y" text generated by the Ocean Toolbar to reduce the chart clutter created by additional notes. (Note: you can still view the demographic changes in PS Suite's activity logs for auditing purposes)

The Ocean custom form 3.95 fixes a few regression issues specific to version 3.94:

• The missing Attachment paperclip icon has been restored
• The icon colours have been restored to their previous blue-grey values
• The Site Number label is visible again

• Increased the "clickable" area of the eReferral form's grey buttons, especially the Attachment button

• When an eReferral is marked as complete, the final summary message added to the chart is now more descriptive, including not just the referral reference as before but also the referral target title, the associated health service, and a note indicating that the receiver site has marked the referral as complete

• For sites that do not have OceanConnect activated, the custom form will add itself to the chart when it is used to launch a new direct eReferral shortcut. This should help clients who have had problems with the automatic download of the referral note after an eReferral is sent.

• Moved the Download button to the right side of the toolbar buttons when it is visible, as opposed to below on the second row, to help with its visibility.

• When the toolbar performs a custom import of PSS demographic fields such as the health number, the toolbar will now append its update notification to an existing recent OCN progress note in the chart, if one is available within 30 days. For example, when an Ocean note already exists listing updates for the patient's phone number, the Ocean Toolbar will attempt to re-use this note to append information regarding its own updates.

• The Ocean Toolbar will now import the eligibility code when it is supplied from the tablet

• The toolbar will alternatively reset the eligibility code to 0 when the health number, province or version code is changed and the eligibility code is not available (to indicate that HCV/OBEC is needed for this patient to validate the new health number)

The OceanConnect v50 Release includes the following:

• New feature: now you can capture lab data in Accuro simply by tagging items in the Ocean note using the standard @ notation, e.g. including something like this in the generated note and Ocean will take care of the rest: @phq9: 12. The EMR Field Mapping table under preferences will allow you to map these back to lab results within a lab test in Accuro. You must define the tests and embedded results in Accuro ahead of time to ensure high data quality. (Note that if you define more than one result in a given test, Ocean will use the first one.)
• Minor fixes to the TELUS online booking module (currently in "beta").
• Fixed a bug that caused an error loading appointments booked between 12 midnight and 1 AM into Ocean.

The OceanConnect v49 release is a minor release that only added some diagnostic logging to enable CognisantMD to identify issues relating to QHR Accuro permissions issues on the new API. There were no functionality changes in this release.

• Fixed a bug that occurred during the update of custom (non-API-supported) demographic fields which triggered a PSS stack trace error popup and also prevented the addition of the explanatory progress note
• The health card eligibility code is now reset to 0 as expected when a health number or version code changes; this change tells PS Suite that the health number needs re-validation via HCV/OBEC

The OceanConnect release v48 includes the following:

• Added registration support for TELUS Med Access. Full Med Access support coming soon!
• Added full support for Accuro custom demographic fields, particularly useful for tracking email consent, socio-economic data and other important information related to the patient. To set up mappings, use the EMR Field Mappings in the Ocean Web Portal to map your '@' annotated fields in Ocean eForms to custom demographic fields in Accuro.

The OceanConnect release v47 included the following:

• Added a limit to the number of hours to look ahead to mark patients as arrived after swiping at the kiosk, e.g. set it to 2 hours if you want Ocean to mark all appointments for the patient in the subsequent 2 hours to arrived.
• Changed logic to mark patients as arrived even if their appointment status was a custom status. We found that other 3rd party systems used custom statuses for various purposes, so now Ocean will treat those as needing to update to arrived (as opposed to "in room", which does not get reset to "arrived", relevant because the patient might use a floating tablet in the exam room).
• Added an option to insert walk-in appointments at/near the current time as opposed to start of day. Some walk-in clinics treat the walk-in schedule as a sequenced list that might as well start at 6am, whereas others want the more intuitive behaviour of inserting at the time the patient arrived (or as close as possible).

The OceanConnect release v45 included the following:

• The Accuro integration module will now use the standard "arrived" status instead of custom statuses, enabling it to play nice with the Traffic Manager.
• The Accuro integration module now supports saving notes as letters.
• Fixed a bug in the TELUS EMR module in which an appointment on the following day could be marked arrived. 
• The "Walk-in Provider" is now a selector of the providers available in the EMR instead of a free-text box.
• Minor UI improvements.

• New support for setting a patient's Preferred Method of Contact when specified by OceanConnect
• New support for setting a patient's health number eligibility code when specified by the new Ontario HCV process on the Ocean Tablet. This functionality will be available in the future when the a new version of the Ocean Tablet uploads this information from HCV.

• Fixed a bug that prevented users from being able to preview a queued eForm for a patient by clicking on its title

• The Ocean Toolbar will now assist with the automatic import of additional demographic fields for sites with OceanConnect activated, particularly the health number, health number province, health number expiry date and health number version code (note that since these fields cannot be updated directly with the TELUS API, the Ocean Toolbar updates them directly when the chart is loaded). An explanatory progress note is added to the chart when this happens.

• Fixed a bug that prevented the toolbar's 'Import' button from downloading an eRequest when OceanConnect is activated at a site.

The OceanConnect v44 release includes the following improvements.

• New feature: You can now configure a subset of providers to be synced by OceanConnect. Appointments for selected providers are periodically uploaded and patients are immediately accessible through Ocean.
• OceanConnect now marks a patient as arrived using the core status in Accuro API.
• Added a check for invalid characters in the URL field during configuration of the new Accuro API.
• Fixed a bug where a patient's appointment status would get reset from 'In Room' back to 'Arrived'.
• Fixed an issue to prevent walk-in configuration until after the device is registered.
• Improved Telus PS Suite API session handling to renew tokens ahead of expiry.
• Improved error handling/reporting for the Telus PS Suite API.

• Fixed a bug that could prevent the eReferral form from automatically adding pending tests or the referral's 'yellow sticky' message when the eReferral was sent with OceanConnect activated.
• Adding support for viewing the log for troubleshooting purposes
• General code/reliability improvements

• When choosing Email or Refer, the Ocean custom form will check whether any notes have been "green barred" (selected). If so, the form will automatically execute the Attach action to create the attachment file prior to opening the browser.
• The patient's next scheduled appointment date is now included in the general upload of the patient, to assist with the display in the Ocean day sheet.

• The toolbar will now display its version and status information when you click the far-right side
• When choosing Email or Refer, the toolbar will check whether any notes have been 'green barred' (selected); if so, it automatically chooses the "Attach" option and adds the Ocean Attachment Exporter form prior to opening the Email/Referral screen in the browser.

The OceanConnect v43 release includes the following improvements.

• Improved error reporting during OceanConnect initialization.
• Improved error handling/reporting when accessing the Telus PS Suite API.
• Fixed a bug with group appointments in the Accuro API.

• Improved the note downloading and custom form automatic population (and associated error handling) for the Ocean custom form and the Ocean Toolbar for sites that have OceanConnect disabled
• The toolbar can now automatically detect when a note is pending download and will appropriately pop open the Ocean custom form to trigger a note download, thereby obviating the need for the Ocean custom form to stay within the chart

• Users can now configure hyperlinks to launch the Ocean health map directly from the EMR to initiate an eReferral automatically with a specified listing reference.
• Improved the note downloading and custom form automatic population (and associated error handling) for the Ocean custom form and the Ocean Toolbar for sites that have OceanConnect disabled

The OceanConnect v42 release includes the following improvements. Note that some of these fixes and features were released in interim OceanConnect releases.

• New feature: OceanConnect can now retrieve patients as needed to handle walk-in patients.
• Added additional rules in Ocean reminders.
• Fixed a bug that could prevent Ocean from updating when appointments are canceled/moved in the EMR.
• Added ability to easily switch between Ocean Tablet and OceanConnect applications on the same tablet via:
• new option in the Admin menu of Ocean Tablet to open OceanConnect.
• new button in the Configuration view of OceanConnect to open Ocean Tablet.
• Added functionality to mark a patient as arrived on all appointments booked for the same visit (e.g. all appointments for that patient on that day).
• Added support for eRequest Links to book appointments  (coming soon; requires an Ocean Online site-wide license.)
• Fixed a bug to prevent unnecessary retries when polling an EMR API.
• Fixed a bug that could prevent synchronizing a schedule that includes recurring appointments.
• Added an administrator notification that is sent (once per day, maximum) if OceanConnect is unable to communicate with the EMR.
• Initial support for TELUS Med Access API (coming soon!)

TELUS PS Suite

• New feature: support connectivity between Ocean and PS Suite EMR through the new TELUS PS Suite API.
• New feature: day sheet mode in the Patients tab will now appear for PS Suite sites.
• Improved user feedback during initial configuration of OceanConnect for PS Suite.
• Fixed error handling to recover from a checkout conflict and retry downloading a note to PS Suite.

Accuro

• New feature: support for the new Accuro API that will enable rich text notes and demographics. Clients using the older Accuro module should contact us at ocean.tips/support to migrate. You will need a UUID from QHR for your Accuro instance, and new credentials for the new API.
• New feature: You can now use a CDS link in Accuro to automatically make any patient available in Ocean to refer, queue forms, etc.
• Added an option for Accuro that, when selected, will combine the results of multiple completed Ocean forms and add them in the EMR as one note.
• Added functionality for Accuro that will display newly booked appointments on a previously accepted Ocean referral.

The PS Suite Ocean Toolbar v5.03 has a number of improvements to improve usability and reduce dependency on the Ocean custom form:

• The form queue and patient status is now shown directly within the toolbar
• The toolbar will now actively poll for status changes every 30 seconds when it detects that a patient is loaded within Ocean
• Many of the links now such as 'Add Form' and 'Email' will now directly perform the requested action instead of opening the Ocean custom form to do so
• A new 'Add Favourite' link is included
• The reliability of eForm/custom form value population has been improved (PS Suite 5.9.304+ had some changes that sometimes prevented Ocean from setting the values on the custom form)

Version 3.89 of the Ocean custom form contains the following changes:

• The Remove button has been changed to a more obvious aqua "Close" button to assist users in closing the dialog when the form is used in popup mode
• Additional safety checks are included to compensate for the changes made in PS Suite 5.9.304+ that can lead to custom form field value population failures

• Improved the reliability of the eReferral status display on the form in newer PS Suite versions

The PS Suite Ocean custom form v3.88 has the following improvement:

• Custom form auto-population should work more reliably now with new versions of PS Suite. (Some clients were finding their forms were failing to populate with PSS 5.9.304 and later)