Understanding Trusted Users: Making Directory Listing Management Efficient for Regional & Provincial Roll-outs

Introduction

Validating and approving Directory Listings and and Ocean Licences can be a time-consuming task, especially for large regional or provincial roll-outs. Ocean’s 'Trusted Users' feature simplifies this process by allowing specific users to create, claim, manage, and (most importantly) validate Directory Listings on behalf of a clinic with an Ocean Site.

What Are Trusted Users?

A Trusted User is a user permission setting that can be applied to a Support Site user with Site Admin privileges (e.g., deployment/delivery team members). When a Directory Listing is created or claimed by a Trusted User, it is automatically validated in the Ocean Healthmap. Trusted Users can update information, add new Directory Listings, and ensure that all details are accurate and up-to-date without needing constant oversight.

Note: This permission is restricted to users that have been approved and submitted by an authorized member of a provincial Regional Authority. 

Benefits of Using Trusted Users:

  • Efficiency: By designating Trusted Users, Regional Authorities can streamline the process of validating Directory Listings, reducing administrative bottlenecks.
  • Security: Trusted Users are vetted and granted specific permissions, ensuring that only authorized individuals can automatically validate a Directory Listing.
  • Accountability: With Trusted Users, there’s a clear audit trail of who made changes and when, providing transparency and accountability.

To request Trusted User permissions, follow these steps:

  1. Submit a Request: Contact your Regional Authority team to submit a request on your behalf. 
  2. OceanMD Review: The OceanMD team will review your request and, if approved, enable Trusted User permissions for the designated individuals.
  3. Confirmation: Once Trusted User permissions have been enabled, you will receive a confirmation email, and you will be able to manage Directory Listings with automatic validation privileges.

What is a Regional Authority Survey and How Can I Set it Up?

Each Regional Authority Ocean Site has the option to embed three survey links into the eReferral/eConsult workflow to collect Patient Reported Experience Measures (PREMs) and Provider satisfaction data. Regional Authorities may take advantage of up to three free Ocean Studies for this purpose, or use a third-party survey tool.

Patient Surveys

1) Patient Appointment Booking Survey Link

  • This survey link is included in the email notification that is sent to the patient when appointment information is added, rescheduled, or cancelled within the referral.
  • It is also included on the confirm page presented to patients after they have successfully confirmed their appointment.

2) Patient Appointment Reminder Survey Link

  • This survey link is included in the reminder email notification that is automatically sent to the patient ahead of their appointment for any referrals that have been sent to a Directory Listing that has been approved by the Regional Authority.

    Note: The referral recipient's Ocean Site must be configured to send automatic appointment reminders based on the booked appointment information stored within their Ocean eReferrals.

End User/Provider Surveys

3) Ocean User Satisfaction Survey Link

  • This survey link is displayed to the referring provider within the confirmation message that is shown when the referral is successfully sent to a Directory Listing that has been approved by the Regional Authority.
  • This survey link is also included in any email notifications that are subsequently sent to the referring provider regarding the referral.

    Note: If Ocean Studies has been used to create the Ocean User Satisfaction Survey Link, the URL can also be sent to all emails that can be exported from the 'Approvals' page of the Regional Authority Ocean Site. The step of sending the email(s) would be performed outside of Ocean.

Survey Link Configuration

Prerequisites

  • You must have Site Admin access on the Regional Authority Ocean Site.
  • Ensure that you have created your surveys (i.e., using Ocean Studies or your third-party survey tool of choice) and have the relevant URLs for each respective survey.
  • If you are using Ocean Studies as your survey tool, ensure you have contacted the OceanMD Support team to request that each Ocean Study has been marked as "free".

Regional Authority Ocean Sites can configure their Survey Link(s) by following the steps below.

  • Log in to the Regional Authority Ocean Site within the Ocean Portal.
  • Open the 'Menu' and click 'Admin'.
  • Click 'Site Features'.
  • Configure your Survey Links using the 'Patient Appointment Booking Survey Link', 'Patient Appointment Reminder Survey Link', and 'Provider Survey Link' settings:

    In the left text field, enter the URL that your survey is hosted at (e.g., the Ocean Study URL, or the URL supplied by your third-party survey tool).

    In the right text field, enter the text to be displayed as a hyperlink within the Ocean user interface/email notifications.

  • Click 'Save Changes'.

At a Regional Authority Ocean Site, what data is included in the 'Exports' available within the Approvals page?

  • The 'Approvals' area within a Regional Authority Ocean Site offers multiple data export options.
  • A brief description of each export and an associated data dictionary is available for download below.

Export Listings

  • This export provides a CSV file containing all Directory Listings that have applied to and/or been approved by the Regional Authority Ocean Site. The export includes Directory Listings that are in a 'Pending' and/or 'Approved' state.
  • 'Export Listing' Data Dictionary

Export Sites

  • This export provides a CSV file containing all Ocean Sites that own at least one Directory Listing that has applied to the Regional Authority Ocean Site.
  • 'Export Sites' Data Dictionary

Export Users

  • This export provides a CSV file containing all Ocean users that have accepted the terms of use of the Regional Authority's Provider Licence Agreement at the time of sending an eReferral to a Directory Listing that has been approved by the Regional Authority Ocean Site.
  • 'Export Users' Data Dictionary

As a Regional Authority Admin, how can I assume responsibility for licence fees related to Patient Messaging and Online Booking at an Ocean Site?

Regional Authority Ocean Sites can assume responsibility for Patient Messaging and Online Booking licence fees generated by approved Ocean Sites.

Prerequisites

  • Your Ocean Site must be configured as a Regional Authority by OceanMD.
  • You must have Site Admin access on the Regional Authority Ocean Site.
  • The Ocean Site that you would like to assume responsibility for Patient Messaging and Online Booking licence fees must have at least one Directory Listing that has applied to your Regional Authority Ocean Site.
  • Within the Regional Authority Ocean Site, navigate to the 'Approvals' area.
  • In the 'Site Licence Approvals' tab, locate the Ocean Site for which you will assume responsibility for Patient Messaging and Online Booking licence fees, and click the 'Manage' button.
  • Under the 'Licence Coverage' section, enable the checkbox(es) for the Ocean products you will assume responsibility for.

    Note: If a different Regional Authority has already assumed billing responsibility for the Ocean Site's Patient Messaging and Online Booking licence fees, you will be prevented from enabling the checkboxes.

  • Click 'Save'.

Note: The number of product licences and estimated licence fee values displayed in the Site Licence Approval tab update four times daily, at approximately 11:30 AM/PM EST and 5:30 AM/PM EST.

Email Notifications

  • When licence coverage is enabled, an email notification will be automatically sent to the Ocean Site's 'Clinical Administrator / Ocean Support Contact' email address to inform them that any licence fees accrued for the enabled products moving forward will be billed directly to the Regional Authority.
  • When licence coverage is disabled, an email notification will be automatically sent to the Ocean Site's 'Clinical Administrator / Ocean Support Contact' email address to inform them that any licence fees accrued for the enabled products moving forward will be billed directly to the Ocean Site.

In-Product Disclaimers

  • When Patient Messaging licence coverage has been enabled, Ocean Site end users will see a banner in their Provider or User licensing area informing them of the licence fee coverage.
  • When Online Booking licence coverage has been enabled, Ocean Site end users will see updated 'Pricing Information' within their Online Booking configuration area informing them of the licence fee coverage.

Invoices

End User Ocean Site

  • The licensed Ocean Site's invoices will contain an additional section that details the fees which will be billed directly to the Regional Authority.

Regional Authority Ocean Site

  • Within the Regional Authority Ocean Site, a monthly invoice will be generated that details the fees that the Regional Authority is responsible for paying as a result of the product licensing detailed above.
  • Invoices are always sent to the Regional Authority Ocean Site Payer's email address. However, if you have additional emails that should also receive email invoices, they can be included in the 'Finance Administrator Email' field of the Ocean Site Account settings.
  • Additional information for setting up your Ocean Site's Payer and payment information can be found in the Ocean Billing (Overview).

What is a Regional Authority?

What is a Regional Authority?

A Regional Authority (RA) is a concept within the Ocean Platform, designed to enable regional or provincial programs to centrally manage and administer various aspects of their Ocean deployment. Designated Regional Authority users are given access to an Ocean Site that is configured with additional functionality to empower those users to independently manage key program elements without needing direct assistance from OceanMD.

Specifically, designated RA users can do the following from their Regional Authority Ocean Site:

  • Approve Directory Listings on the Ocean Healthmap
  • Approve/accept responsibility for Site licences for Ocean eReferrals, eConsults, Patient Messaging and Reminders, and Online Booking
  • Upload and manage Regional Authority agreements
  • Access reports and analytics for Regional Authority usage and licences

These features are intended to streamline administration across multiple sites, ensuring that regional or provincial programs can efficiently manage their Ocean solutions at scale.

What makes a Regional Authority unique?

Approvals Area

  • Since the primary purpose of a Regional Authority is to assist provincial program entities in administrating the rollout of Ocean within their jurisdiction, there are unique functionalities that have been created specifically for Regional Authority Ocean Sites to assist with this.
  • Many of these functionalities are found within the 'Approvals' area of the Regional Authority Ocean Site, which can be accessed using the Menu.
  • Reminder: The 'Approvals' area is only accessible if the Ocean Site has been configured as a Regional Authority by OceanMD system administrators.

The different functionalities found within the 'Approvals' area are detailed below:

Listing Approvals

By default, Ocean Sites will incur fees when they receive an eReferral/eConsult unless the recipient Directory Listing has applied to and been approved by a Regional Authority.

  • The 'Listing Approvals' tab displays a table view of all Directory Listings (and their associated Ocean Site) that have applied to and/or been approved by your Regional Authority Ocean Site.

For a Directory Listing to appear in the table, a Site Admin within the Ocean Site that owns the Directory Listing must manually submit an application to the Regional Authority (i.e., Step 8 in "Update Your Directory Listing Settings").

  • When a new application is submitted, an email notification is sent to the 'Clinical Administrator / Ocean Support Contact' email address set within the Regional Authority Ocean Site to alert them of the pending application.

The search box at the top of the table can be used to search for a specific Directory Listing(s) using a key term.

The 'Needs Approval' checkbox can be used to filter the table to only display Directory Listings that have applied to the Regional Authority but have yet to be approved (i.e., a status of 'Pending').

The 'Approve' button can be used to approve a Directory Listing under the Regional Authority.

Note: Regional Authority users must have Site Admin access to approve a Directory Listing.

Upon approval, an email notification will be sent to the applicant Ocean Site's Clinical Adminstrator/Ocean Support Contact' email address(es) indicating that the application has been approved.

Important: Prior to approving a Directory Listing, Regional Authority users must ensure that they have reviewed the listing in accordance with any standardized processes or approval criteria defined by the provincial program entity.

The 'Decline/Remove' button can be used to decline a Directory Listing's currently-pending application to the Regional Authority, or remove a previously-approved Directory Listing from the Regional Authority.

Note: Regional Authority users must have Site Admin access to decline a Directory Listing.

Upon declination/removal, an email notification will be sent to the applicant Ocean Site's Clinical Adminstrator/Ocean Support Contact' email address(es) indicating that the application has been declined.

  • Important: Prior to declining/removing a Directory Listing, Regional Authority users must ensure that they have reviewed the listing in accordance with any standardized processes or declination criteria defined by the provincial program entity.
  • At the time of declining an application/removing a previously-approved Directory Listing, the Regional Authority is prompted to specify a reason for the declination/removal. This reason is included in the declination email notification.
  • Clicking the 'Edit' button to the right of a Directory Listing allows Regional Authority users to view and edit the 'Number Of Clinicians' value and the associated 'Comment'.
Site Licence Approvals

Th 'Site Licence Approvals' tab is helpful for provincial programs to manage the implementation and assumption of licence fees for Ocean's Patient Engagement products and control an Ocean Site's contribution to an external Service Request Repository.

Note: By default, end user Ocean Sites will incur licence fees when using Ocean Patient Messaging and/or Online Booking unless a Regional Authority has first assumed responsibility for the fees.

  • The table displays all Ocean Sites that have at least one Directory Listing which has applied to and/or been approved by the Regional Authority.

For each Ocean Site, the respective number of Directory Listings that have been approved, the number of Patient Messaging Licences that the Regional Authority has assumed responsibility for, the number of Online Booking Licences that the Regional Authority has assumed responsibility for, and the estimated Site Licence Fees per Month are displayed.

Column Value Notes
  • Under the '# of Approved Directory Listings' column, a value of '0' indicates that at least one Directory Listing within the Ocean Site has applied to the Regional Authority, but it has not yet been approved (i.e., it is currently Pending).
  • Under the '# of Patient Messaging Licences' column, a blank value indicates that the Regional Authority has not assumed responsibility for licence fees related to Patient Messaging for the Ocean Site.
    • A value of '0' indicates that the Regional Authority has assumed responsibility for licence fees related to Patient Messaging for the Ocean Site, however no licences have been activated within the Ocean Site.
  • Under the '# of Online Booking Licences' column, a blank value indicates that the Regional Authority has not assumed responsibility for licence fees related to Online Booking for the Ocean Site.
    • A value of '0' indicates that the Regional Authority has assumed responsibility for licence fees related to Online Booking for the Ocean Site, however no licences have been activated within the Ocean Site.

To manage the Site Agreement for an Ocean Site, Regional Authority users with Site Admin access can click the 'Manage' button on the right hand side.

Signed Licence Agreements
  • The 'Signed Licence Agreements' tab allows you to find and view users that have signed the Regional Authority Licence Agreement by enabling the 'I accept the Terms of Use' checkbox at the time of sending their first referral to a Directory Listing that has been approved by the Regional Authority.
  • When first viewing the 'Signed Licence Agreements' tab no users will be displayed by default. To search and/or view users, use one of the following options:
  • Option 1: Set the 'Find by' criteria to 'Name', enter the search term, and then click the magnifying glass icon to execute the search.
  • Option 2: Set the 'Find by' criteria to 'Version' and select the desired Regional Authority Licence Agreement version. The table below will display all users that signed the selected version of the Regional Authority Licence Agreement.
  • Any user on the Regional Authority Ocean Site (i.e., even users without Site Admin access) can invalidate a user's signed Licence Agreement by clicking the 'Edit Licence' button for the relevant user and selecting 'Invalidate'.
  • Note: The 'HINP Agreement Signatory' setting and accompanying 'Update HINP' button are obsolete.

Once a user's signed Licence Agreement has been invalidated, they will be re-prompted to enable the 'I accept the Terms of Use' checkbox the next time they send a referral to a Directory Listing that has been approved by the Regional Authority.

Important: Prior to invalidating a signed user Licence Agreement, Regional Authority users must ensure that they have adhered to any standardized processes or criteria defined by the provincial program entity.

eConsult User Approvals

The 'eConsult User Approvals' tab allows you to find and view users that have applied to and/or been approved by the Regional Authority to join an eConsult Program.

  • To apply to join an eConsult program, users click the 'Submit Application to Regional Authority' button within their user account settings.
  • Note: Only users with the following 'User Roles' are permitted to submit an application: Specialist, Family Physician, Nurse Practitioner.

Province-specific User Interface

Note: Depending on the 'Province' value set within the user account, the name and description of the setting may be different:

  • When set to Ontario, the setting is named 'TReC Application' and includes an Ontario-specific description.
  • When set to Nova Scotia, the setting is named 'NSHA eConsult PoC Application' and includes a Nova Scotia-specific description.
  • When set to any other province/territory, the setting is named 'eConsult Application' and includes a generic description.
  • Once a user's application has been submitted, they will appear within the 'eConsult User Approvals' table.

The search box at the top of the table can be used to search for a specific user by name/username.

The 'Needs Review' checkbox can be enabled to filter the table to only display users that have submitted an application but have yet to be approved (i.e., an application status of 'Pending').

The 'Approve' button can be used to approve a user's application to join the eConsult Program. Upon approval, an email notification will be sent to the email address associated with the Ocean user account informing them of the approval.

Important: Prior to approving an application, Regional Authority users must ensure that they have reviewed the user application in accordance with any standardized processes or criteria defined by the provincial program entity.

The 'Decline/Remove' button can be used to decline a user's currently-pending application, or remove a previously-approved user. Upon declination/removal, an email notification will be sent to the email address associated with the Ocean user account informing them of the declination.

  • Important: Prior to declining/removing an application, Regional Authority users must ensure that they have reviewed the user/application in accordance with any standardized processes or criteria defined by the provincial program entity.
  • At the time of declining an application/removing a previously-approved user, the Regional Authority is prompted to specify a reason for the declination/removal. This reason is included in the email notification informing the user of the declination.
  • Once a user's application has been approved, the 'Respond as eConsult' checkbox and the 'Billing time' setting are made available to the user within the 'Messaging' area of any eReferral/eConsults received at their Ocean Site.

Reminder: Users providing eConsults should ensure that their Ocean Site has been configured to display the eConsult status folders and that the Health Service Offerings on their Directory Listing have been configured to accept Ocean eConsults (unless the user is participating in the Ontario-specific eReferral to eConsult Initiative).

'Export Listings' Button
  • This export provides a CSV file containing all Directory Listings that have applied to and/or been approved by the Regional Authority Ocean Site. The export includes Directory Listings that are in a 'Pending' and/or 'Approved' state.
  • 'Export Listing' Data Dictionary
'Export Sites' Button
  • This export provides a CSV file containing all Ocean Sites that own at least one Directory Listing that has been applied to the Regional Authority Ocean Site.
  • 'Export Sites' Data Dictionary
'Export Users' Button
  • This export provides a CSV file containing all Ocean users that have accepted the terms of use of the Regional Authority's Provider Licence Agreement at the time of sending an eReferral to a Directory Listing that has been approved by the Regional Authority Ocean Site.
  • 'Export Users' Data Dictionary
'View Licence Agreement' Button

This button can be used to view the current version of the Licence Agreement that has been uploaded to the Regional Authority Ocean Site. Once clicked, the current version of the Licence Agreement is displayed, and the current version identifier can be seen at the bottom of the Licence Agreement viewing window.

'Upload New Licence Agreement' Button

This button can be used to upload or update the Licence Agreement for the Regional Authority.

  • In the 'Version' field, specify a version identifier to be associated with the Licence Agreement version that is being uploaded.
  • In the 'Licence File' field, click 'Choose File', select the relevant HTML file from your computer, and click 'Upload'.
  • Upon uploading, the previous version of the Licence Agreement will be immediately overwritten with the newest version.

Licence Agreement Notes

  • After a new version of the Licence Agreement is uploaded to the Regional Authority Ocean Site, all users who send referrals will need to re-enable the 'I accept the Terms of Use' checkbox at the time of sending their first referral to a Directory Listing that has been approved by the Regional Authority after the version update has been made.
  • After a new version of the Licence Agreement is uploaded to the Regional Authority Ocean Site, all Directory Listings which were previously approved by the Regional Authority will be automatically updated with the latest version of the Regional Authority Licence Agreement.
    • Provincial program entities are responsible for ensuring that referral recipients (i.e., those with a Directory Listing(s) approved by the Regional Authority) are made aware of any changes to the Licence Agreement that is applied to their Directory Listing(s).
  • When crafting your HTML file we advise against using Microsoft Word since it can generate non-standard HTML formats which are not accepted by the Ocean HTML uploader.

Regional Authority Surveys

Each Regional Authority Ocean Site has the option to embed three survey links into the eReferral/eConsult workflow to collect Patient Reported Experience Measures (PREMs) and Provider satisfaction data. Regional Authorities may take advantage of up to three free Ocean Studies for this purpose, or use a third-party survey tool.

For more information, please refer to the following article: What is a Regional Authority Survey and How Can I Set it Up?

Regional Authority Analytics

By default, de-identified analytic values are always captured at Ocean Sites that receive eReferrals/eConsults. This gives individual Ocean Sites the ability to analyze a variety of metrics for their received referrals/consults, such as referral patterns, decline rates, and wait times. For more information on this topic, please refer to Supporting Analytics in eConsults and/or eReferral eForms and Accessing eReferral Analytics.

In the context of a provincially funded deployment of Ocean, it is valuable to have insight into this de-identified data across all Ocean Sites that are participating in the program. Ocean achieves this by providing Regional Authority Ocean Sites with access to all de-identified analytic data for referrals sent to Directory Listings that have been 'Approved' by the Regional Authority (as described above).

Note: Regional Authority Users must have Site Admin access to export analytic data.

  • This means that when a user on the Regional Authority Ocean Site exports referral analytic data, the .csv file output will contain the aggregated analytic data for referrals sent to any Directory Listing that has been 'Approved' by the Regional Authority.

Analytic Notes

  • Ocean only supports exporting up to 50,000 referral analytic records at once when executing the referral analytics export within the Ocean Portal.
    • To export more than 50,000 referral analytic records, we recommend executing multiple reports with sequential 'Start date' and 'End date' values (e.g., export by month, or by calendar quarter).
  • Referral analytics can also be accessed through our Ocean API. For more details, please refer to the Ocean Open API.
    • The Ocean Open API only supports exporting up to 1,000 referral analytic records at once.
  • While Ocean always collects 'Core Analytic' values by default, referral forms can be customized to capture additional 'Custom (ax_) Analytics' and 'Custom (fx_) Analytics'.

User Access Summary: 'Site Admin' vs. 'Non-Site Admin'

For convenient reference, the table below outlines the actions that can be taken within a Regional Authority (RA) Ocean Site by a user with or without Site Admin access:

'Site Admin' vs. 'Non-Site Admin' Action Summary Table

'Y' indicates the action can be performed, while 'N' indicates the action cannot be performed by the user.

Action Non-Site Admin Site Admin
Access the 'Approvals' area within the RA Ocean Site Y Y
Execute the 'Export Users' report Y Y
Execute the 'Export Listings' report Y Y
Execute the 'Export Sites' report Y Y
Click the 'View Licence Agreement' button Y Y
Upload a new Licence Agreement using the 'Upload New Licence Agreement' button Y Y
Click the 'Edit' button on a Directory Listing within the Listing Approvals table Y Y
Access the 'Admin Settings' area of the RA Ocean Site N Y
'Approve' and 'Decline/Remove' Directory Listings within the 'Listing Approvals' tab N Y
'Approve' and 'Decline/Remove' users within the 'eConsult User Approvals' tab N Y
Click the 'Edit Licence' button to 'Invalidate' a user within the 'Signed Licence Agreements' tab Y Y
Click the 'Manage Site Agreement' button for an Ocean Site within the 'Site Licence Approvals' tab N Y
Control an Ocean Site's contribution to a Service Request Repository within the 'Manage Site Agreement' area N Y
Control the RA Ocean Site's assumption of responsibility for Patient Messaging and Online Booking licence fees for end user Ocean Sites within the 'Manage Site Agreement' area N Y
Access Regional Authority-level referral analytics within the 'Reports' area of the RA Ocean Site N Y
Configure Regional Authority Surveys within the 'Site Features' area of the RA Ocean Site N Y

What is a Central Intake?

What is a Central Intake?

A Central Intake is a special type of Ocean site that is used to coordinate referrals and make best use of a geographical region's resources. This special site configuration allows the Central Intake users to remain as stakeholders on the referrals, and see the status update as the referral is continued to be processed downstream. Healthcare providers within the region can choose to route their referrals to a Central Intake rather than referring directly to a specific service provider.

The Central Intake site can ensure completeness of the referral, transcribe faxed referrals, triage referrals, and manage other administrative aspects. They may forward the referral to an Assessment Center for additional investigation, or directly to another healthcare service provider who delivers the referred service.

What makes a Central Intake site unique?

Since the primary purpose of a Central Intake is to manage referrals within a region, there are unique functionalities that have been created in Ocean to assist with their workflows.

Directory Listing Configuration

Central Intake sites have unique Directory Listings that are specifically configured by OceanMD. If you are interested in having your Directory Listing configured to be a Central Intake listing, please submit a ticket to our support team.

Forward Button

  • Once configured as a Central Intake site by OceanMD, a 'Forward' button will appear in each referral received.
  • This provides Central Intake users with the ability to forward the referral to the appropriate service provider.

Forwarded Folders

  • Central Intake sites gain access to the 'Forwarded (New)' folder in the eReferrals area.
  • The 'Forwarded (New)' folder contains referrals that have been electronically forwarded by the Central Intake and are now waiting in the 'New' folder of the recipient site.

Processed Button

  • Once a referral has been marked as 'Booked' or 'Completed' by a recipient site (in the case of electronic forwarding), or has an appointment added to the Scheduling pane by the Central Intake site (in the case of manual forwarding), Central Intake users can then use the 'Processed' button within the referral.
  • This moves the referral into the 'Completed' folder for the Central Intake site, while keeping it in the existing folder for other referral stakeholders. Marking the referral as 'Processed' has no impact on wait time calculations.
  • This 'Processed' workflow is useful for Central Intake sites if they are performing any of their own administrative functions to close out the referral from their perspective (e.g., any manual recording outside of Ocean).

'Pending Booking' Status Folder Filtering

  • Central Intake sites gain access to the 'Forwards' filter within their 'Pending Booking' status folder.
  • 'Not forwarded (plus declined)' includes referrals that have never been forwarded, plus referrals that were forwarded, accepted, and subsequently declined by the recipient.
  • 'Never forwarded' includes referrals that have never been forwarded.
  • 'Any forward history' includes referrals that have been forwarded at least once (either digitally or manually).

Central Intake users can layer the 'Forwards' filter on top of the 'Priority' and/or 'Protocol' filters to focus on referrals of a particular state.

Wait Time Management

In some implementation models, Central Intake sites may play a significant role in managing a high volume of referrals. This could lead to less accurate calculated wait time information being displayed in the Ocean Healthmap for certain health services due to referral routing heuristics defined outside of Ocean.

In these cases, it can be preferable to report that wait times are 'Managed by Central Intake', rather than displaying wait times calculated by Ocean. Central Intake sites can request that this functionality be enabled by an OceanMD administrator by contacting the OceanMD Support team.

  • Once enabled, all calculated wait times for the health service offerings within the Central Intake Directory Listing will be replaced with 'Managed by Central Intake'.
  • Additionally, all calculated wait times for health service offerings within end user Directory Listings that have been configured to automatically redirect referrals to the Central Intake will be replaced with 'Managed by Central Intake'.
  • When a health service offering's wait time is being 'Managed by Central Intake', the wait time displayed in the Ocean Healthmap search results is blank.
  • Note: Central Intake Directory Listings and end user Directory Listings can be configured with Self-Reported wait times which can be displayed in the Ocean Healthmap search results.

How do Central Intake sites receive referrals?

Central Intake sites receive referrals by either having referring providers send them directly to their Central Intake Listing on the Ocean Healthmap, or by having recipient sites automatically redirect their inbound referrals to the Central Intake Listing. Central Intake sites can also receive manually faxed referrals, and transcribe them into Ocean to take advantage of the digital functionalities.

  • The image on the right is an example of a Central Intake listing on the Ocean Healthmap which a referring provider could directly send to.
  • Referral recipient sites who would like to automatically redirect their referrals to a Central Intake can select the appropriate Central Intake site by searching for it in the 'Central Intake Listing' field within their own Directory Listing settings.

Central Intake Processes

Please expand the appropriate tab below for information on the different processes that Central Intake sites use to forward referrals.

Electronically Forwarding a Referral

The steps below can be used by Central Intake sites when they are forwarding a referral to a healthcare provider that is accepting eReferrals through the Ocean platform.

  • Locate the relevant referral within the 'New' folder, and click on it to open it.
  • Optional: Within the Notes area, click the speech bubble icon, and select 'Review...' to open the review form.

  • Optional: Complete the review form, and press 'Save' to stamp the note into the 'Notes' pane of the referral.

  • Use the 'Forward' button at the bottom of the referral to forward the referral.
  • Select or search for the desired referral recipient with a green icon. The green icon indicates that they are accepting eReferrals.
  • Review the recipient's listing information, and press 'Forward Referral' when ready.
  • The forwarded referral can now be found in your 'Forwarded (New)' folder, with a green arrow indicating that it was electronically forwarded to the recipient site.

    If the recipient site accepts the referral, it will move into the 'Pending Booking' folder.

    When the recipient site books an appointment for the referral, it will move into the appropriate 'Booked Unconfirmed' or 'Booked Confirmed' folder.

    If desired, the Central Intake site can mark a referral as 'Processed' once an appointment has been booked, moving it into the 'Completed' folder for only the Central Intake site.

Manually Forwarding a Referral

The steps below can be used by Central Intake sites when they are forwarding a referral to a healthcare provider that is not accepting eReferrals through the Ocean platform.

This involves manually faxing the referral outside of the Ocean platform, and simply updating the status within Ocean on behalf of the true referral recipient.

  • Locate the relevant referral within the 'New' folder, and click on it to open it.
  • Optional: Within the Notes area, click the speech bubble icon, and select 'Review...' to open the review form.

  • Optional: Complete the review form, and press 'Save' to stamp the note into the 'Notes' pane of the referral.

  • Use the 'Forward' button at the bottom of the referral to forward the referral.
  • Select or search for the desired referral recipient with a grey icon. The grey icon indicates that they are not currently accepting eReferrals.
  • Review the recipient's listing information, and press 'Print Referral' to obtain a printable file of the referral.
  • Print the file and manually fax the referral to the recipient using a fax machine.
  • Use the confirmation checkbox in Ocean to confirm that you have manually forwarded the referral to the recipient.
  • Press 'Forward Referral' to complete the process.
  • The referral is moved to the 'Pending Booking' folder, with a grey arrow indicating that it has been manually forwarded.

    Since the referral was manually forwarded to the recipient, the Central Intake site maintains the responsibility to update the referral and appointment scheduling information within Ocean.

  • If desired, the Central Intake site can use the 'Processed' button to move the referral to the 'Completed' for only the Central Intake site.

As a Central Intake user, how can I determine the Requested Provider for an eReferral?

Central Intake sites receive referrals by either having referring providers send them directly to the Central Intake Listing on the Ocean Healthmap, or by having recipient sites automatically redirect their inbound referrals to the Central Intake Listing.

When an automatically redirected referral is received at a Central Intake site, Central Intake users can see which listing the referral was originally sent to by looking at the 'Requested Provider' within the referral.

If no 'Requested Provider' is specified, then the referral was sent directly to the Central Intake listing on the Ocean Healthmap.

The example below shows a referral which was originally sent to the 'Dr. Lisa Smith' listing on the Ocean Healthmap, but was then automatically redirected to the 'Orthopedic Central Intake'.


How are referral forms managed for sites with Central Intake?

Ocean listings can be specified to send referrals to central intake, their own site, or both. The referral's destination is determined by the owner of the chosen referral form. In other words, if a central intake form is used, the referral will be sent to central intake. When a specific site's form is used, it will be sent to that specific site.

Multiple referral forms can be displayed in the site's "Send Referral" dialog. The most specific referral forms are shown at the top of the list. When specific referral forms are available, the generic forms are not shown.

Which forms are shown specifically?

Suppose a clinic's site has a Clinical Listing that is linked to a Central Intake Listing that has an Orthopedics health service offering. For each Orthopedics offering that the Clinicial Listing has, a list of potential referral forms is returned in the following order:

  1. A form specified for "Orthopedics" in the Clinical Listing
  2. A form specified for "Orthopedics" in the Central Intake Listing

If there are no forms in 1 or 2, it will proceed to include:

  1. A general form specified in the Central Intake Listing
  2. A general form specified in the Clinical Listing

If there are no forms in 1, 2, 3, or 4, it will proceed to include:

  1. Any general Ocean referral forms for "Orthopedics"

If there are no forms in 1, 2, 3, 4 or 5, it will proceed to include:

  1. The Quick Referral Form
  2. Standard Referral form

Information on Rapid Access Clinics/Assessment Centres

What is a Rapid Access Clinic?

Rapid Access Clinics (also known as Assessment Centres) are commonly used in the Musculoskeletal care (MSK) pathway. Patients referred to these listings are booked in for an assessment with an advanced practice physiotherapist (APP), who determines whether surgery is appropriate for the patient and may forward the referral downstream (e.g, to a surgeon/specialist). This configuration allows for a special set of "assessment" analytics to be captured on referrals that are directed to, and booked at, these listings.

What makes a Rapid Access Clinic unique in Ocean?

There are three main elements that differentiate Rapid Access Clinic sites from standard Ocean sites:

Directory Listing Configuration

Rapid Access Clinic sites have unique Directory Listings that are specifically configured by OceanMD. The 'Listing Type' field is set to 'Rapid Access Clinic'.

Forward Button

  • Once configured as a Rapid Access Clinic by OceanMD, a more prominent 'Forward' button appears in each referral received.
  • This provides Rapid Access Clinic users with the ability to forward the referral to the appropriate service provider (e.g., forwarding the referral to a surgeon after the advanced practice physiotherapist deems surgery necessary).

Analytics

Sites designated as a Rapid Access Clinic on their Directory Listing capture additional analytic values. Please see the 'Rapid Access Clinic Analytics' section at the bottom of this article for in depth information.

How do Rapid Access Clinics receive referrals?

Since the Rapid Access Clinic (RAC) concept was developed specifically for the musculoskeletal (MSK) pathway, RACs typically receive referrals that have been forwarded from a Central Intake site.

While it is technically possible for a RAC site to exist and receive referrals from non-Central Intake sites (e.g., an independent healthcare provider referring directly to a RAC via the Ocean Healthmap), there are currently no sites or organizations using such a process.

The typical flow for a referral reaching a RAC is as follows:

Original Referral Sender --> Central Intake (triaging occurs) --> Rapid Access Clinic (in-depth assessment occurs with APP to determine best course of clinical action) --> (If applicable) referral is forwarded to a Surgeon/Specialist for more invasive procedure.

Rapid Access Clinic Process

  • The RAC receives a referral from a Central Intake site. The referral is found in the RAC's 'New' folder.
  • The RAC decides whether or not to accept or decline the referral (based on appropriateness). Most often, it is appropriate and accepted.
  • The RAC books an appointment for the APP to see the patient, making use of the 'Scheduling' pane of the referral.
  • The APP conducts an assessment of the patient, and uses the 'Review...' functionality within the 'Notes' pane of the referral to complete the 'Assessment Outcome Form'.

    The Assessment Outcome Form is a specially configured eForm used to document the APP's decision, while also capturing specific values to be used in the referral analytics.

  • Based on the assessment outcome:

    1) The patient may continue to see the APP for a conservative approach for rehabilitation

    2) The APP may forward the referral to another service provider (e.g., community physiotherapist) to continue a conservative rehabilitation approach

    3) The APP may forward the referral to a surgeon/specialist for a more invasive surgical procedure

    Note: If the referral is manually forwarded (i.e., to a listing that is NOT accepting eReferrals), the RAC must indicate which stakeholder in the process receives the onus of updating the referral. See the 'Manual Forward Policy' section below.

  • The APP uses the 'Email Note' functionality in the Notes pane to email the note generated by the Assessment Outcome Form back to the original referral sender.

Rapid Access Clinic Analytics

Core Analytics

When a Directory Listing is configured as a Rapid Access Clinic, Ocean makes use additional data columns in the eReferral analytics report. A full breakdown of all analytics can be found in the Supporting Analytics in eConsults and/or eReferral eForms article.

The following analytics are automatically captured for listings configured as an RAC:

initialAssessmentDate
The date/time of the initial assessment if the referral is booked at an assessment centre.
initialAssessmentSite
The name of the initial assessment site listing.
initialAssessmentSiteNum
The site number of the initial assessment site the referral was directed to.
initialAssessmentSiteRef
The unique listing consult and/or reference id of the initial assessment site.
initialAssessmentOfferingRef
The unique Health Service Offering (HSO) reference assigned to the referral, at the time it was sent to the RAC.
forwardDateFromAssessmentSite
The date the referral is forwarded from a listing of type Rapid Access Clinic.

Additional Analytics

Rapid Access Clinics use customized 'Outcome Assessment Forms' (an eForm wit the ref = 'referralNotes') used with the 'Review' functionality in the referral to generate the Review note. Outcome Assessment Forms used by RACs often include eForm items with the following item references to populate additional fields in the analytics report.

Common item reference examples used in RAC Outcome Assessment Forms include the following:

  • ax_surgicalCandidate
  • ax_assessmentOutcome
  • ax_assessmentOutcomeMedicalSpecialist
  • ax_assessmentOutcomeCommunityProgram
  • ax_assessmentOutcomeSelfManagement
  • ax_patientPreference
  • ax_consultOutcome
  • ax_decisionToConsult (Note: Important as this column is used in wait time calculations.)

Keep in mind that the semantics behind each is arbitrary and you can "co-opt" them for the purposes of a particular pathway as long as the consumers of the analytical data understand the data values.

Manual Forward Policy

If an Ocean Site decides to forward a referral following an assessment, they have the option of forwarding to a listing that is accepting eReferrals on the Ocean Healthmap, or they can choose to manually forward the referral (e.g. via fax) to a service provider who is not accepting eReferrals.

  • If they decide to manually forward the referral, they are prompted to choose the site that should be responsible for follow-up scheduling of the forwarded referral.
  • Ocean Sites can modify the 'Manual Forward Policy' within their Directory Listing(s)'s 'eReferral Policy' section' to indicate standard behaviour for this specific manual forwarding workflow.

While this functionality has been purpose-built for the MSK pathway in which the RAC is the third sequential stakeholder in the referral process, this functionality technically applies to any Ocean site that is: 1) the third site to handle the referral and 2) manually forwards the referral.


As a Regional Authority Admin, how do I set the Service Request Repository?

Regional Authority (RA) sites have the ability to configure the contribution of referral data for all sites approved under the RA to a Service Request Repository.

A Service Request Repository is an external system configured and maintained by a Regional Authority to aggregate various pieces of referral data. This allows health systems to better plan resources by collecting information about wait times and more.

This article walks through the first step of selecting the repository that the data should be contributed to at the RA level.

Prerequisites

  • Your Ocean Site must be configured as a Regional Authority.
  • You must have Site Admin access on the Regional Authority site.
  • On the RA site, navigate to the Admin Settings page and select 'Regional Authority'.
  • Use the dropdown menu below the 'Service Request Repository' heading to specify the repository that referral data for all sites approved under the RA should be contributed to.
  • Press 'Save' at the bottom of the page.

Once the Service Request Repository has been configured by following the steps above, RA users with Site Admin access can enable or disable the ability for individual Ocean Sites under the RA to contribute data to the selected repository by following the steps in this article.

Disabling Repository Contribution at the Regional Authority Level

If repository contribution needs to be temporarily disabled, the repository can be set back to 'None' using the dropdown menu. When re-enabled, prior enablement for sites approved under the RA will be restored.


As a Regional Authority Admin, how can I enable the ability for an Ocean Site to contribute data to a Service Request Repository?

Regional Authority (RA) sites which have configured a Service Request Repository can allow individual sites approved under the RA to contribute their referral data to the Service Request Repository. This article walks through the step of enabling the ability to contribute to the repository for an Ocean Site which is approved under the RA.

Prerequisites

  • Your Ocean Site must be configured as a Regional Authority.
  • Your Regional Authority Ocean Site must have a Service Request Repository specified.
  • You must have Site Admin access on the Regional Authority Ocean Site.
  • On the RA site, navigate to the 'Approvals' area.
  • In the 'Site Licence Approvals' tab, locate the Ocean Site for which you will enable the ability to contribute to the repository and click the 'Manage' button.
  • Set the dropdown menu under below 'Repository Contribution' to 'Enabled'.
  • Press 'Save' at the bottom of the page.

Regional Authority Approvals Export

Columns of interest in the Export Listings output that relate to the Service Request Repository functionality may include:

  • listingRepositoryContribution
  • trusteeCustodian
  • regionalAuthoritySiteNum
  • CCEnabled
  • CCSEK
  • integrationName

How can a Support Site User generate analytics for the sites they support?

Support Site Users who assist with onboarding other eReferral users can obtain a report which lists all of their supported users and the last time each user has sent an eReferral.

  • This report can be used to identify users that have not yet started sending eReferrals (e.g., a Non-Adopted Report) within the Supported Sites.
  • The report generates data on all end users within Supported Sites. Support Site Users themselves are not included in the export.
  • For more information on Support Sites and how to assign one for your Ocean site, please see Adding a Support Site to Your Site.

Generating the Report

Note: You must be a Site Admin on the Support Site in order to generate the report.

  • Log in to the Ocean Portal and select your name in the top-right corner.
  • Select 'User Settings'.
  • Press 'Export Past Year Support Site User Analytics' on the left side. A .csv file will automatically download.

Understanding the Report

This report queries referral analytics for the last one year and will export your data in a .csv file that can be opened using Microsoft Excel. It includes the following columns:

siteNum
The Ocean site number of the site currently managing the referral as a receiving provider.
siteName
The name of the referral site.
clinicianType
The referrer's User Role as specified within their Ocean user account. One of the following: "Allied Health Professional", "Family Physician", "Medical Student", "MOA / Secretary", "Nurse", "Nurse Practitioner", "Resident", "Specialist" or "Other".
professionalId
The referrer's Professional ID, such as the CPSO # for an Ontario physician.
userFullName
The referring clinician’s name.
username
The Ocean username representing the referring clinician.
referralLastSent
The last date that the user had a referral sent signed in their name. If the referralLastSent field is blank it means that the user (or their delegate*) has not yet sent a referral, or it has been more than a year since they have done so.

*Note: Delegates sending referrals on behalf of a clinician will have their referral last sent date attributed to the relevant clinician (i.e., not the delegate themselves).