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  2. Set Up Ocean
  3. QHR Accuro Integration Set-Up

QHR Accuro Integration Set-Up

Learn how to set up your QHR Accuro EMR to connect and work properly with Ocean.

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  1. Accuro: Set Up Ocean Cloud Connect

    In this step, you will need the UUID, Tenant ID (sometimes called ACRON or acronym), username, and password that QHR Accuro provided you with, in order for Ocean to be able to access the Accuro API, thereby connecting to your Accuro EMR.

    Please refer to the article Setting Up Ocean Cloud Connect.
  2. Accuro: Set Your Custom Status*

    If you are planning on using Patient Reminders, Ocean is able to mark your patient appointments with an "Ocean Reminder Sent" status, once they've been sent an automated appointment reminder email through Ocean. This feature is separate from Ocean eReferral appointment emails, and requires users to have a patient messaging and reminders licence.

    In order to enable this, you will need to create a custom Ocean-related status in your Accuro EMR.

    This step is an optional part of setting up the integration between QHR Accuro and Ocean, for users who have a patient messaging and reminders licence.

    Ocean can automatically trigger a custom status in Accuro to provide a visual indication when a patient reminder has been sent to the patient.

    1. Configure your custom statuses in Accuro.

      • From the Accuro EMR, click the Accuro (target) logo in the bottom left and type "status" in the search box.
      • Select "Manage Priorities, Reasons and Statuses".
      • At the bottom of the Status area, click on the green plus (+) sign to add a new status.
      • Enter a name for your status, such as "Ocean Reminder Sent".
      • Double-click on the box under the Abbr column to select an abbreviation for the status.
      • Double-click on the box under the Icon column to select the custom status shape.
      • Double-click on the box under the Colour column to choose a colour for the status.

    2. Confirm your custom statuses in Ocean Cloud Connect.

      • After you have created your custom status in Accuro, you should confirm that your Cloud Connect settings match the custom status names you selected in Accuro.
      • Log in to Cloud Connect on an internet browser on your computer and review the status name. If necessary, edit the text to ensure that it is identical to the name(s) entered in Accuro.

     

  3. Accuro: Configure the CDS Menu for Quick Access to Ocean

    To easily access Ocean directly within Accuro, you will want to set up CDS (Clinical Decision Support) links to various Ocean products or services.

    What You Can Do with CDS Links

    The CDS (Clinical Decision Support) option in Accuro's quick action menu provides a convenient user interface for interacting with Ocean directly within Accuro.

    Using the CDS feature, Accuro users can add hyperlinks to Ocean that support single-sign-on (SSO) with automated patient-specific requests for interacting with Ocean.

    For example, a user can configure a CDS link to automatically sign into Ocean and load a patient in order to:
    • Send a secure message or questionnaire to a patient, with the patient's email and related information pre-populated
    • Add a specific eForm for the patient to complete on the Ocean Tablet
    • Open a PHQ-9 form for completion directly on their computer's web browser
    • Send an eReferral for a patient
    • View all active eReferrals for a patient
    • Open the site's Ocean Portal to view the scheduler

    Prerequisites for Getting Started

    Before configuring your CDS links, please ensure the following steps have been completed:

    • An Ocean user account and Ocean site is available.
    • The Ocean site is connected to Accuro through Ocean Cloud Connect
      • You can sign into the Ocean Portal and see the "Configure Accuro CDS Links" button in your "Manage Credentials" section of the Admin Settings page. (If this button is missing, please complete the Ocean Cloud Connect step above to ensure your site is marked as an Accuro site.)

    Configuring CDS Links

    1. Navigate to the “Configure Accuro CDS Links” panel in the Ocean Portal.

      • Sign in to the Ocean Portal. Click the "Menu" button in the top left corner and click "Admin".
      •  
      • Click on "Manage Credentials" in the Admin Settings page.
      • Click the "Configure Accuro CDS Links" button.

        Note: You will be prompted to enter your Ocean credentials (username and password) before continuing.
      • In the window that appears, you'll be able to view a full list of available CDS link URLs, as well as the four parameter/value pairs that need to be set for each link in Accuro – siteKey, siteCredential, userID, and patientID.

    2. Choose which links you'd like to import.

      • The "View Ocean Portal" and "View Patient Dashboard" links are the most versatile, as they provide links to many other functions for the patient. However, the other links can provide more direct shortcuts to specific functions.
      • We recommend that site administrators configure their Accuro site to connect to Ocean using a Global CDS Link. When a global CDS link is used, individual Accuro users can benefit from using these CDS links without having to configure the links themselves.

    3. Set up each link in Accuro.

    To configure Global CDS links, follow the steps below:

    • In Accuro, open the Accuro action menu by clicking the crosshairs icon at the bottom left of the EMR. Enter the CDS menu and select "Manage Global CDS".
    • Click the green plus (+) icon to open the "Configure Global CDS Link" dialog box:
    • When the "Configure Global CDS Link" dialog box opens, fill in the following fields using the provided values from the "Accuro CDS Link Configuration" window in Ocean:
    • Note: Ensure there is correct capitalization for all of the following parameters.
    • Name
      The title of the CDS link. For example, "Ocean - Send Message".
    • URL
      Copy and paste the exact URL from Ocean. Ensure there are no trailing spaces at the end of the copied URL.
    •  
    • If you're adding an "Add eForm to Patient Queue" or "Open eForm" CDS link you also need to change the eForm ref (in this example phq9) in the URL to the eForm ref of the form you want to add/open.
    • The eForm ref can be found in the URL when you preview an eForm.
    • Parameter/Value Table
      Click the green plus (+) icon to add the four Parameter/Value pairs acquired from the "Accuro CDS Link Configuration" window in Ocean – siteKey, siteCredential, userID, and patientID.
      These four parameters must be defined in each Ocean CDS link configured in Accuro.

      See the screenshot to the right for an example of a completed CDS link, for reference.
    • Click "OK" to save the CDS link.
    • Click "Close" to close the "Configure Accuro CDS Links" dialog box.

    1. Test your new CDS links.

      • Test your new CDS link(s) by selecting it from the CDS menu within the Accuro action menu.

    Precautions for All Ocean CDS Links

    Accuro opens the CDS Links in a stripped-down, minimalist embedded web browser. Although the browser is capable of performing most Ocean-related tasks, it cannot print, which prevents the printing of referral handouts and other actions.

    Also note that he above links will include the shared encryption key (encoded after the anchor # tag). If you prefer to avoid including the shared encryption key for security reasons, you can leave it off of the URL by trimming the # character and all characters that trail it. If you leave the shared encryption key in place, be aware that all of the links above that included the key will need updating if and when you change your site's shared encryption key in the future.

    Next Steps

    Once all your CDS links have been set up, you have the option of adding shortcuts for quicker access to these CDS links. To learn more about how to set these up, please refer to Add User-Friendly Buttons to CDS Links.

  4. Accuro: Add User-Friendly Buttons to CDS Links*

    Once you've set up your CDS links, you can create shortcut buttons on your home screen to easily access your CDS links with one simple click.

    This step is an optional part of setting up the integration between QHR Accuro and Ocean.

    Prerequisites

    You MUST have your CDS links preconfigured before you can set up these shortcut buttons. To learn how to set up and configure your CDS links, please refer to the article Configure the CDS Menu for Quick Access to Ocean.

    • From the Start menu (accessed through the Accuro crosshairs icon), type in "user" to access the User Preferences window.
    • In User Preferences, click on Display (on the left) and select Configure Actions (the far right tab).
    • Click on the green plus (+) icon from the "Selections" window to add a Custom Action. From the "Select a Custom Action" dropdown, select “Custom CDS Action”.
    • From the Custom Action window, click on “Change” to select a custom icon (see above screenshot). To select an icon, search by keyword and double-click the preferred icon (we use “water_element”, “read_message”, “message_group”). To change the colour, click on the small black box to open a colour selector.
    • Select your preferred “Dock Action Bar” option (we chose "Bottom - Large with Name") and then press OK.

    • Finally, immediately log out of your Accuro user account and then immediately log back in to complete the process. Upon logging back in, you should be able to see and use the new buttons that were configured.

      Note: Ensure that when immediately logging out of Accuro in Step F, you are simply logging out of your EMR user account. Do not close the Accuro application entirely, as this may prevent your newly created buttons from saving. Once logged out, log back into your Accuro account to verify that the buttons have properly saved.

Accuro: Set Up Ocean Cloud Connect

In this step, you will need the UUID, Tenant ID (sometimes called ACRON or acronym), username, and password that QHR Accuro provided you with, in order for Ocean to be able to access the Accuro API, thereby connecting to your Accuro EMR.

Please refer to the article Setting Up Ocean Cloud Connect.

Accuro: Set Your Custom Status*

If you are planning on using Patient Reminders, Ocean is able to mark your patient appointments with an "Ocean Reminder Sent" status, once they've been sent an automated appointment reminder email through Ocean. This feature is separate from Ocean eReferral appointment emails, and requires users to have a patient messaging and reminders licence.

In order to enable this, you will need to create a custom Ocean-related status in your Accuro EMR.

This step is an optional part of setting up the integration between QHR Accuro and Ocean, for users who have a patient messaging and reminders licence.

Ocean can automatically trigger a custom status in Accuro to provide a visual indication when a patient reminder has been sent to the patient.

  1. Configure your custom statuses in Accuro.

    • From the Accuro EMR, click the Accuro (target) logo in the bottom left and type "status" in the search box.
    • Select "Manage Priorities, Reasons and Statuses".
    • At the bottom of the Status area, click on the green plus (+) sign to add a new status.
    • Enter a name for your status, such as "Ocean Reminder Sent".
    • Double-click on the box under the Abbr column to select an abbreviation for the status.
    • Double-click on the box under the Icon column to select the custom status shape.
    • Double-click on the box under the Colour column to choose a colour for the status.

  2. Confirm your custom statuses in Ocean Cloud Connect.

    • After you have created your custom status in Accuro, you should confirm that your Cloud Connect settings match the custom status names you selected in Accuro.
    • Log in to Cloud Connect on an internet browser on your computer and review the status name. If necessary, edit the text to ensure that it is identical to the name(s) entered in Accuro.

 

Accuro: Configure the CDS Menu for Quick Access to Ocean

To easily access Ocean directly within Accuro, you will want to set up CDS (Clinical Decision Support) links to various Ocean products or services.

What You Can Do with CDS Links

The CDS (Clinical Decision Support) option in Accuro's quick action menu provides a convenient user interface for interacting with Ocean directly within Accuro.

Using the CDS feature, Accuro users can add hyperlinks to Ocean that support single-sign-on (SSO) with automated patient-specific requests for interacting with Ocean.

For example, a user can configure a CDS link to automatically sign into Ocean and load a patient in order to:
  • Send a secure message or questionnaire to a patient, with the patient's email and related information pre-populated
  • Add a specific eForm for the patient to complete on the Ocean Tablet
  • Open a PHQ-9 form for completion directly on their computer's web browser
  • Send an eReferral for a patient
  • View all active eReferrals for a patient
  • Open the site's Ocean Portal to view the scheduler

Prerequisites for Getting Started

Before configuring your CDS links, please ensure the following steps have been completed:

  • An Ocean user account and Ocean site is available.
  • The Ocean site is connected to Accuro through Ocean Cloud Connect
    • You can sign into the Ocean Portal and see the "Configure Accuro CDS Links" button in your "Manage Credentials" section of the Admin Settings page. (If this button is missing, please complete the Ocean Cloud Connect step above to ensure your site is marked as an Accuro site.)

Configuring CDS Links

  1. Navigate to the “Configure Accuro CDS Links” panel in the Ocean Portal.

    • Sign in to the Ocean Portal. Click the "Menu" button in the top left corner and click "Admin".
    •  
    • Click on "Manage Credentials" in the Admin Settings page.
    • Click the "Configure Accuro CDS Links" button.

      Note: You will be prompted to enter your Ocean credentials (username and password) before continuing.
    • In the window that appears, you'll be able to view a full list of available CDS link URLs, as well as the four parameter/value pairs that need to be set for each link in Accuro – siteKey, siteCredential, userID, and patientID.

  2. Choose which links you'd like to import.

    • The "View Ocean Portal" and "View Patient Dashboard" links are the most versatile, as they provide links to many other functions for the patient. However, the other links can provide more direct shortcuts to specific functions.
    • We recommend that site administrators configure their Accuro site to connect to Ocean using a Global CDS Link. When a global CDS link is used, individual Accuro users can benefit from using these CDS links without having to configure the links themselves.

  3. Set up each link in Accuro.

To configure Global CDS links, follow the steps below:

  • In Accuro, open the Accuro action menu by clicking the crosshairs icon at the bottom left of the EMR. Enter the CDS menu and select "Manage Global CDS".
  • Click the green plus (+) icon to open the "Configure Global CDS Link" dialog box:
  • When the "Configure Global CDS Link" dialog box opens, fill in the following fields using the provided values from the "Accuro CDS Link Configuration" window in Ocean:
  • Note: Ensure there is correct capitalization for all of the following parameters.
  • Name
    The title of the CDS link. For example, "Ocean - Send Message".
  • URL
    Copy and paste the exact URL from Ocean. Ensure there are no trailing spaces at the end of the copied URL.
  •  
  • If you're adding an "Add eForm to Patient Queue" or "Open eForm" CDS link you also need to change the eForm ref (in this example phq9) in the URL to the eForm ref of the form you want to add/open.
  • The eForm ref can be found in the URL when you preview an eForm.
  • Parameter/Value Table
    Click the green plus (+) icon to add the four Parameter/Value pairs acquired from the "Accuro CDS Link Configuration" window in Ocean – siteKey, siteCredential, userID, and patientID.
    These four parameters must be defined in each Ocean CDS link configured in Accuro.

    See the screenshot to the right for an example of a completed CDS link, for reference.
  • Click "OK" to save the CDS link.
  • Click "Close" to close the "Configure Accuro CDS Links" dialog box.

  1. Test your new CDS links.

    • Test your new CDS link(s) by selecting it from the CDS menu within the Accuro action menu.

Precautions for All Ocean CDS Links

Accuro opens the CDS Links in a stripped-down, minimalist embedded web browser. Although the browser is capable of performing most Ocean-related tasks, it cannot print, which prevents the printing of referral handouts and other actions.

Also note that he above links will include the shared encryption key (encoded after the anchor # tag). If you prefer to avoid including the shared encryption key for security reasons, you can leave it off of the URL by trimming the # character and all characters that trail it. If you leave the shared encryption key in place, be aware that all of the links above that included the key will need updating if and when you change your site's shared encryption key in the future.

Next Steps

Once all your CDS links have been set up, you have the option of adding shortcuts for quicker access to these CDS links. To learn more about how to set these up, please refer to Add User-Friendly Buttons to CDS Links.

Accuro: Add User-Friendly Buttons to CDS Links*

Once you've set up your CDS links, you can create shortcut buttons on your home screen to easily access your CDS links with one simple click.

This step is an optional part of setting up the integration between QHR Accuro and Ocean.

Prerequisites

You MUST have your CDS links preconfigured before you can set up these shortcut buttons. To learn how to set up and configure your CDS links, please refer to the article Configure the CDS Menu for Quick Access to Ocean.

  • From the Start menu (accessed through the Accuro crosshairs icon), type in "user" to access the User Preferences window.
  • In User Preferences, click on Display (on the left) and select Configure Actions (the far right tab).
  • Click on the green plus (+) icon from the "Selections" window to add a Custom Action. From the "Select a Custom Action" dropdown, select “Custom CDS Action”.
  • From the Custom Action window, click on “Change” to select a custom icon (see above screenshot). To select an icon, search by keyword and double-click the preferred icon (we use “water_element”, “read_message”, “message_group”). To change the colour, click on the small black box to open a colour selector.
  • Select your preferred “Dock Action Bar” option (we chose "Bottom - Large with Name") and then press OK.

  • Finally, immediately log out of your Accuro user account and then immediately log back in to complete the process. Upon logging back in, you should be able to see and use the new buttons that were configured.

    Note: Ensure that when immediately logging out of Accuro in Step F, you are simply logging out of your EMR user account. Do not close the Accuro application entirely, as this may prevent your newly created buttons from saving. Once logged out, log back into your Accuro account to verify that the buttons have properly saved.