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Select form(s) for patients to complete.
- Download a PDF version of this guide:
- Download Guide
- Add forms from the Ocean custom form or the Ocean toolbar.
- You can select a form for your patient to complete by clicking on “Add Form” or “Favourite” to select from a list of your commonly-used forms (see "Configure eForm Favourites" to learn how to set up your favourite Ocean eForms).
- Login to the Ocean Portal. If you aren't already in the Patients view, click the "Menu" button in the top left corner and select "Patients". Select the patient and click Add eForm...".
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Select your patient's method of completing form(s).
- Look in the Patients view of the Ocean Portal, under the "Reference #" column, to obtain the patient's 3- or 4-digit number.
- Select "Email Patient" from the Ocean custom form or toolbar.
- This will open a message window in an internet browser, where you can edit the email body and add any secure message(s) and/or eForm(s) for the patient to complete on their home computer, tablet, or smartphone. For more information about Patient Messaging with Ocean, refer to our Guide to Patient Messages.
- This will open a message window in an internet browser, where you can edit the email body and add any secure message(s) and/or eForm(s) for the patient to complete on their home computer, tablet, or smartphone. For more information about Patient Messaging with Ocean, refer to our Guide to Patient Messages.
- Select the CDS links to the Ocean Portal or the direct "Email Patient" CDS link.
- This will open a message window in an internet browser, where you can edit the email body and add any secure message(s) and/or eForm(s) for the patient to complete on their home computer, tablet, or smartphone. For more information about Patient Messaging with Ocean, refer to our Guide to Patient Messages.
- Select "Email Patient" from the Ocean eForm or toolbar.
- This will open a message window in an internet browser, where you can edit the email body and add any secure message(s) and/or eForm(s) for the patient to complete on their home computer, tablet, or smartphone. For more information about Patient Messaging with Ocean, refer to our Guide to Patient Messages.
- In the Patients view of the Ocean Portal, select the patient and click "Email Patient...".
- This will open a message window, where you can edit the email body and add any secure message(s) and/or eForm(s) for the patient to complete on their home computer, tablet, or smartphone. For more information about Patient Messaging with Ocean, refer to our Guide to Patient Messages.
- Click on a patient with incomplete forms in the Patients view of the Ocean Portal and click on the title of the form you'd like to complete.
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View the clinical note in your patient's chart.
- The Ocean-generated clinical note should automatically download into the patient's chart as an encounter/progress note. From there, you can edit the note directly, if necessary.
- If any demographics information was edited these changes should be automatically reflected in the demographics fields for this patient in your EMR.
Note: Well Health OSCAR users with Cloud Connect enabled don't need to follow the steps below. Ocean notes will download into the patient's chart automatically.
- Clicking this "Download" button will result in the the Ocean-generated clinical note being automatically downloaded into the patient's chart. From there, you can edit the note directly, if necessary.
- If any demographics information or mapped measurements was edited, these changes should be automatically reflected in the corresponding fields for this patient in your EMR.
- Review the Ocean-generated clinical note by clicking on the patient in the Patients view of the Ocean Portal.
- The note will already be pre-selected, enabling convenient copy and paste of the generated note into the patient's chart in your EMR (if desired).