1. PS Suite: Download & Install the Ocean Custom Form and Toolbar

    To start, you will need to download 2 .cfm files and import them into your PS Suite EMR.

    1. Download the Ocean custom form and toolbar files.

      • If the files do not appear as “.cfm”, right-click each of the links to and save them manually by selecting "Save As..." from the menu of options.
    2. Open the Edit Custom Forms window in PS Suite.

      • Log in to PS Suite and open the EMR (Records) window.
      • From the "Settings" menu, choose "Edit Custom Forms".
    3. Import the downloaded custom form files into PS Suite.

      • From the Edit Custom Forms window, select "File" and then "Import Form(s)".
      • Locate the .cfm file that was downloaded. (This will typically be in your computer's "Downloads" folder if you've downloaded the file recently.)
      • Select "Choose" and close the Custom Forms window.
      • Note: If you are performing an update to the Ocean Toolbar and/or Custom Form, please refresh or manually close and reopen any active patient charts. This will ensure charts are actively using the updated version.
  2. PS Suite: Create a Reminder Trigger for the Ocean Toolbar

    To set your Ocean Toolbar to be visible and available to use for all your patients, you'll want to create a reminder for the Ocean Toolbar custom form.

    Once you have imported your toolbar custom form file into PS Suite, you will need to create a reminder so that the toolbar is available for use in your patients' charts.

    1. Open the Edit Reminders window in PS Suite.

      • Open the EMR (Records) window within PS Suite.
      • From the "Settings" menu, choose "Edit Reminders".
    2. Add a new reminder.

      • From the Edit Reminders window, select "Edit" and then "Add Reminder".
      • Give the reminder a descriptive name, such as "Ocean Toolbar".
      • Click "Add Line" to add criteria to the reminder.
      • From there, choose some criteria to specify when you would like the toolbar to show. If you simply want the toolbar to show for all users and for all patients, you can enter some criteria that is true for all patients, such as the patient’s age being less than 200. Alternatively, you can add additional criteria to make it show only for certain users or certain patient populations.
      • Click the “Show Custom Form or Stamp” radio button, then choose your toolbar custom form to show for this reminder from the dropdown menu.
      • Click "Done" to save the reminder and close the dialog box.
      • Open a patient chart to confirm that the toolbar is displayed under the CPP.
  3. PS Suite: Configure the Ocean Custom Form

    To link your Ocean custom form with your Ocean site number, you will need to configure the Settings on your Ocean custom form.

    To complete this step, you will need to be an admin on your Ocean site, and you will need your Ocean username, password, and site shared encryption key.

    Configuring your Ocean form will connect Ocean and your EMR.

    1. Open the Ocean Settings menu from the Ocean custom form.

      • Open a patient chart (preferably a "dummy" or test chart, or an empty chart).
      • Insert the Ocean custom form into the chart by clicking the Ocean logo on the Ocean toolbar.
      • You will be prompted to create an Ocean user account (if you don’t already have one) or to sign in with your existing Ocean user account.
      • Click on the “Settings” button on the custom form.
      • Enter your Ocean username and password to authenticate yourself. The Ocean Settings dialog box will appear.
    2. Enter your Ocean account and site information.

      • Click “Ocean Site Number” to enter the site number provided to you by the Ocean administrator (accessible via the Admin tab on your Ocean Portal).
      • Click “Settings” on your Ocean custom form again and select “Shared Encryption Key” to enter your shared encryption key password. If you haven’t already set this in the Ocean Portal, you will be prompted to do so first. This key will be stored secretly within your EMR, thereby preventing anyone else (including CognisantMD) from accessing any patient data.
      • The other settings may be left as-is.
      • Click the “Remove” button on the Ocean custom form to delete the custom form from the chart.
  4. PS Suite: Enable Cloud Connect on Your Ocean Custom Form

    This will allow you to connect to the new TELUS API and take advantage of its accompanying features.

    1. Access the advanced Ocean settings menu.

      • Open the Ocean custom form in PS Suite by clicking on the Ocean logo in the toolbar.
      • Confirm that your version is up-to-date (look for “v3.89” or later).
      • Click the “Settings” button on Ocean custom form and enter your Ocean credentials.
      • Select "Advanced..." from the Ocean settings menu.
    2. Activate Ocean Cloud Connect.

      • Select (or double-click) "OceanConnect Activated: N" to activate your Ocean Cloud Connect.
  5. PS Suite: Add Your Ocean Cloud Connect "Mobile Device" in PS Suite

    The final setup step is to configure your Cloud Connect by entering the mobile activation code that you obtained in the previous step.

    Once successfully activated, your setup is complete!

    1. Create a new PS Suite user, named "Ocean Connect".

      • This Ocean Connect user will serve as a makeshift user that Ocean Cloud Connect will use when saving notes.
      • You can create a user in the "Edit Users" dialog box that can be accessed from the dashboard, under the Settings menu (you will need administrative privileges in PS Suite to access this dialog).
      • Make sure you save the Ocean Connect user with the following details:
        • Initials "OCNC
        • Role: "Other Health Professional"
        • Authority: "User"
        • Special Privileges: box checked
        • View Privileges: "All"
        • Action Privileges: "Notes
      • On the same window, under "Accessible Locations", make sure that the Ocean Connect user has access to all locations.
    2. Add a mobile device for the Ocean Connect user.

      • Go back to the dashboard, open the Settings menu, and this time, select "Preferences".
      • Enter your password to access the preferences dialog. Note that you will need administrative access to your PS Suite EMR to be able to access this dialog.
      • Select "Mobile" from the list of preferences options along the left. Note that you will only be able to access this area if you have your mobile TELUS API set up.

      Note: Depending on your version of PS Suite, the appearance and layout of the Mobile section may differ. Check which version of PS Suite you are currently running to determine which of the below instructions applies to you.

    3. PS Suite v5.11 or Higher PS Suite v5.10 and Below
      • Select "Device Management" on the left and proceed to select "Connect, Ocean" as your mobile device user.
      • With the Ocean user selected, click the purple "Pair Device" button.
      • This will open up an Activation Code dialog box. For our purposes, you can ignore the QR code. You will need the manual code to register your Ocean Cloud Connect.
  6. PS Suite: Set Up Ocean Cloud Connect

    In this step, you will create a new PS Suite user to host this "mobile device" and obtain the mobile activation code needed to register Cloud Connect as this mobile device.

    Note: You will need to be an admin user in PS Suite to complete this step.

    Please refer to the article Setting Up Ocean Cloud Connect.

PS Suite: Download & Install the Ocean Custom Form and Toolbar

To start, you will need to download 2 .cfm files and import them into your PS Suite EMR.

  1. Download the Ocean custom form and toolbar files.

    • If the files do not appear as “.cfm”, right-click each of the links to and save them manually by selecting "Save As..." from the menu of options.
  2. Open the Edit Custom Forms window in PS Suite.

    • Log in to PS Suite and open the EMR (Records) window.
    • From the "Settings" menu, choose "Edit Custom Forms".
  3. Import the downloaded custom form files into PS Suite.

    • From the Edit Custom Forms window, select "File" and then "Import Form(s)".
    • Locate the .cfm file that was downloaded. (This will typically be in your computer's "Downloads" folder if you've downloaded the file recently.)
    • Select "Choose" and close the Custom Forms window.
    • Note: If you are performing an update to the Ocean Toolbar and/or Custom Form, please refresh or manually close and reopen any active patient charts. This will ensure charts are actively using the updated version.

PS Suite: Create a Reminder Trigger for the Ocean Toolbar

To set your Ocean Toolbar to be visible and available to use for all your patients, you'll want to create a reminder for the Ocean Toolbar custom form.

Once you have imported your toolbar custom form file into PS Suite, you will need to create a reminder so that the toolbar is available for use in your patients' charts.

  1. Open the Edit Reminders window in PS Suite.

    • Open the EMR (Records) window within PS Suite.
    • From the "Settings" menu, choose "Edit Reminders".
  2. Add a new reminder.

    • From the Edit Reminders window, select "Edit" and then "Add Reminder".
    • Give the reminder a descriptive name, such as "Ocean Toolbar".
    • Click "Add Line" to add criteria to the reminder.
    • From there, choose some criteria to specify when you would like the toolbar to show. If you simply want the toolbar to show for all users and for all patients, you can enter some criteria that is true for all patients, such as the patient’s age being less than 200. Alternatively, you can add additional criteria to make it show only for certain users or certain patient populations.
    • Click the “Show Custom Form or Stamp” radio button, then choose your toolbar custom form to show for this reminder from the dropdown menu.
    • Click "Done" to save the reminder and close the dialog box.
    • Open a patient chart to confirm that the toolbar is displayed under the CPP.

PS Suite: Configure the Ocean Custom Form

To link your Ocean custom form with your Ocean site number, you will need to configure the Settings on your Ocean custom form.

To complete this step, you will need to be an admin on your Ocean site, and you will need your Ocean username, password, and site shared encryption key.

Configuring your Ocean form will connect Ocean and your EMR.

  1. Open the Ocean Settings menu from the Ocean custom form.

    • Open a patient chart (preferably a "dummy" or test chart, or an empty chart).
    • Insert the Ocean custom form into the chart by clicking the Ocean logo on the Ocean toolbar.
    • You will be prompted to create an Ocean user account (if you don’t already have one) or to sign in with your existing Ocean user account.
    • Click on the “Settings” button on the custom form.
    • Enter your Ocean username and password to authenticate yourself. The Ocean Settings dialog box will appear.
  2. Enter your Ocean account and site information.

    • Click “Ocean Site Number” to enter the site number provided to you by the Ocean administrator (accessible via the Admin tab on your Ocean Portal).
    • Click “Settings” on your Ocean custom form again and select “Shared Encryption Key” to enter your shared encryption key password. If you haven’t already set this in the Ocean Portal, you will be prompted to do so first. This key will be stored secretly within your EMR, thereby preventing anyone else (including CognisantMD) from accessing any patient data.
    • The other settings may be left as-is.
    • Click the “Remove” button on the Ocean custom form to delete the custom form from the chart.

PS Suite: Enable Cloud Connect on Your Ocean Custom Form

This will allow you to connect to the new TELUS API and take advantage of its accompanying features.

  1. Access the advanced Ocean settings menu.

    • Open the Ocean custom form in PS Suite by clicking on the Ocean logo in the toolbar.
    • Confirm that your version is up-to-date (look for “v3.89” or later).
    • Click the “Settings” button on Ocean custom form and enter your Ocean credentials.
    • Select "Advanced..." from the Ocean settings menu.
  2. Activate Ocean Cloud Connect.

    • Select (or double-click) "OceanConnect Activated: N" to activate your Ocean Cloud Connect.

PS Suite: Add Your Ocean Cloud Connect "Mobile Device" in PS Suite

The final setup step is to configure your Cloud Connect by entering the mobile activation code that you obtained in the previous step.

Once successfully activated, your setup is complete!

  1. Create a new PS Suite user, named "Ocean Connect".

    • This Ocean Connect user will serve as a makeshift user that Ocean Cloud Connect will use when saving notes.
    • You can create a user in the "Edit Users" dialog box that can be accessed from the dashboard, under the Settings menu (you will need administrative privileges in PS Suite to access this dialog).
    • Make sure you save the Ocean Connect user with the following details:
      • Initials "OCNC
      • Role: "Other Health Professional"
      • Authority: "User"
      • Special Privileges: box checked
      • View Privileges: "All"
      • Action Privileges: "Notes
    • On the same window, under "Accessible Locations", make sure that the Ocean Connect user has access to all locations.
  2. Add a mobile device for the Ocean Connect user.

    • Go back to the dashboard, open the Settings menu, and this time, select "Preferences".
    • Enter your password to access the preferences dialog. Note that you will need administrative access to your PS Suite EMR to be able to access this dialog.
    • Select "Mobile" from the list of preferences options along the left. Note that you will only be able to access this area if you have your mobile TELUS API set up.

    Note: Depending on your version of PS Suite, the appearance and layout of the Mobile section may differ. Check which version of PS Suite you are currently running to determine which of the below instructions applies to you.

  3. PS Suite v5.11 or Higher PS Suite v5.10 and Below
    • Select "Device Management" on the left and proceed to select "Connect, Ocean" as your mobile device user.
    • With the Ocean user selected, click the purple "Pair Device" button.
    • This will open up an Activation Code dialog box. For our purposes, you can ignore the QR code. You will need the manual code to register your Ocean Cloud Connect.

PS Suite: Set Up Ocean Cloud Connect

In this step, you will create a new PS Suite user to host this "mobile device" and obtain the mobile activation code needed to register Cloud Connect as this mobile device.

Note: You will need to be an admin user in PS Suite to complete this step.

Please refer to the article Setting Up Ocean Cloud Connect.