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  3. Finding & Creating eForms

Finding & Creating eForms

All Ocean products revolve around Ocean eForms. This section will guide you through exploring existing eForms in our library, as well as how to edit and create your own eForms.

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Popular Ocean eForms

Ocean eForms are at the core of all Ocean products and are required, whether you are planning to use Ocean to allow patients to fill out questionnaires on a tablet in your clinic, at home via secure weblink, or online via eRequest link or eReferral.

The core Ocean eForm library is extensive, containing more than 3000 eForms.

For some ideas about what eForms to start with, check out our list of favourite forms on our website: "Ocean Forms & Clinical Questionnaires - Some of Our Favourite Forms".

Configure eForm Favourites

Favourites are a great way to make it fast and easy to access your most-used forms. You can configure your eForm Favourites in the eForms view of the Ocean Portal.

Setting An eForm Favourite Favourite Groups Deleting or Renaming Favourites
  • From the eForms view of the Ocean Portal, click on the "Favourites" section (selected from the menu along the left). Select "Add Favourite".
  • Search for the form(s) you would like to add as a favourite by using basic keywords or form names.
  • Note: Forms created by other sites will not be searchable from this window unless they have been imported to your site. Please refer to "Sharing & Importing eForms between Ocean Sites" for detailed instructions on importing forms.
  • After you find the form you wish to use as a favourite, click to select it. The form will automatically appear alphabetized in your favourites list.

Customize Your eForms

If you find that a form that you want to use does not exist in Ocean, you are welcome to edit an existing Ocean eForm and/or create a new eForm to suit your needs.

Visit our handy Guide to Building eForms to learn about the various features of the eForm Editor.