Any individual that requires access to Ocean must have a free Ocean user account.
Please refer to the article Adding a New User to Your Site.
Set Up Your Site to Send eConsults and/or eReferrals
Get started with sending eReferrals through Ocean by reading through this handy getting started guide.
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Set Up Senders with Ocean Accounts
Any individual that requires access to Ocean must have a free Ocean user account.
Please refer to the article Adding a New User to Your Site. -
Update Your eConsult and eReferral Sender Configuration
Update your eReferral & eConsult settings to indicate that you are Sending Referrals.
Indicate that your Ocean Site is Sending eReferrals/eConsults
- Log in to the Ocean Portal and navigate to the eReferrals & eConsults page.
- Select the Settings button in the top right hand corner of the page.
- Note: The 'Settings' button is only visible to Site Admin users.
-
Under the "Welcome to Ocean eReferrals!" section, select 'Sending Referrals'.
This hides the 'Configure Referrals' button that is shown when either the 'Receiving Referrals' or 'Sending & Receiving Referrals' option is selected, as those receiver-specific configuration options are not relevant to Ocean Sites who exclusively send referrals.
Sending and Receiving?
Note: If you plan to both send and receive eReferrals/eConsults, please complete both the Set Up Your Site to Send eConsults and/or eReferrals guide, and the Set Up Your Site to Receive eConsults and/or eReferrals guide.
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Set Up Sender Email Notifications
Configure which email addresses receive email notifications when eConsults and/or eReferrals that you've sent are changed or updated.
This article describes locations where you can configure your email addresses for eConsult and/or eReferral notifications. To learn more about the rules/logic that Ocean uses to determine which email address to send the notifications to, please refer to "Where do eReferral notification emails get sent to?".
- Several email address can be configured in the "My Account" section of the Ocean Portal. These will be the email addresses of senders that get notified about changes in specific consults and/or referrals that they have sent (e.g. booking updates).
- You can access this section by signing in to the Ocean Portal, clicking on your name at the top right-hand corner of the screen and selecting "My Account" from the Account Menu that appears.
- From there, you can set which email address receives specific Ocean notifications.
- Email Address
- This is the personal email address associated with each user with an Ocean account.
- Clinical Delegate Email
- This is the email address that generally receives clinical notifications, such secure message notifications (patient responses, eForm completions, etc.).
- Referral Notification Email
- This is the email address of the sender that will be sent consults and/or referral notifications, such as eReferral booking updates.
If you make any changes, ensure that you save your changes before leaving this page. -
Set a Delegate User for Your Ocean Account*
If you work with an MOA, receptionist, nurse, resident, or student who will be sending eConsults/eReferrals on your behalf, you can to invite them to your Ocean Site and set them as a Clinical Delegate.
*This step is an optional step in setting up your Ocean Site to send Ocean eConsults/eReferrals. The steps in this article only need to be followed if you would like to set up another Ocean user who will be sending eConsults and/or eReferrals on another user's behalf.
If you do not have Ocean Site Admin access, but would like to manage the Clinical Delegates associated with your own individual Ocean user account, please see: How do I set a Clinical Delegate user for my Ocean user account?
Set a Clinical Delegate
A Clinical Delegate has the ability to send eReferrals/eConsults on behalf of another Ocean user. There is no limit to the number of Clinical Delegates that an Ocean user can have.
- Login to the Ocean Portal. Click the 'Menu' button in the top left corner and select 'Admin'.
- From the Admin Settings page, click 'Users'.
- Click 'Edit Delegates' for the user that you would like to assign or adjust delegates for.
- Use the 'Add Clinical Delegates' dropdown button to assign the Clinical Delegate(s) for the user you are managing.
- To assign the user you are currently managing as a Clinical Delegate for a different Ocean user, click the 'Add User' button in the lower section to choose the relevant user.
- Clinical Delegates can be removed at any time by clicking the 'Remove' button.
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Link User EMR Accounts to Ocean User Accounts
Each person who will be sending Ocean eConsults and/or Ocean eReferrals will need to link their EMR and Ocean user accounts.
This is especially important for auditing and tracking purposes.
Each sender must link their EMR user account to their Ocean user account by following the steps below.
This will allow individual users to send Ocean eConsults and/or Ocean eReferrals as well as enable alerts and track activity.
Note: This process is only applicable if your EMR is integrated with Ocean. If your EMR is not integrated with Ocean, you can skip these steps.
-
Launch into the Ocean Healthmap from your EMR
- Select "Find Health Service" on the Ocean custom form or "Refer" on the Ocean toolbar.
-
- Press the "Launch" icon from within the patient's chart.
- Locate the "Ocean"" extension module, and select "View Patient".
- Press the "Send eReferral" button from within the patient's dashboard.
- Open the global CDS menu, and select the 'Send eRequest' CDS link.
- Select "Find Health Service" on the Ocean eForm or "Refer" on the Ocean toolbar.
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Log in to your Ocean user account
- The Ocean Healthmap will open in an internet browser.
- In the top left corner, a banner will appear stating: 'Hello [your EMR username]. Click here to link to your Ocean account.'.
- Click the banner and sign in to your Ocean user account.
-
After successfully signing in, your EMR username will be linked to your Ocean user account.
Tip: You can confirm the linkage between your Ocean user account and your EMR user account within your Ocean user account settings.
-
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Add & Manage Favourites on the Ocean Healthmap*
If your clinic most often sends eConsults and/or eReferrals to a specific destination clinic or group of clinics, you may want to save these sites as Favourites. This will allow for easy and efficient sending of Ocean eConsults and/or eReferrals to your preferred clinics.
*This step is an optional part of setting your site up to easily and efficiently send Ocean eConsults and/or eReferrals to preferred destination clinics.
To begin, navigate to the Ocean Healthmap.
- If you aren’t already signed into your Ocean account, do so using the blue “Sign In” button located at the top right corner of the screen or by clicking the “Sign In to view your favourites” link located in the left-hand column of the screen.
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Note: You will not be able to add or manage favourite listings if you are not logged into your Ocean account.
- Search for and select the listing in the Ocean Healthmap that you want to add as a favourite.
- You’ll then be presented with an overview screen displaying such details as the listing’s contact information, distance, and services offered.
- Note the light blue “Add to Favourites” button. Clicking this button will open a dialogue window that will ask you where you would like to save the selected listing.
-
- Choosing “My Personal Favourites” will save the listing to your individual Ocean account’s Favourites. Other users belonging to your Ocean Site will not be able to view any of these Favourites.
- Choosing “My Site’s List of Favourites” will make the selection available to all the other users attached to your Ocean Site.
- At any time, you can view all the listings you or your team have favourited by clicking the star icon on the sidebar along the left. This will open the Favourites panel for you to review.
-
You will be presented with the following three headings on your Favourites page:
- Your Favourites
- Any listings you have favourited when selecting “My Personal Favourites” from a listing’s summary page. These are only viewable by you and you alone.
- Your Site’s Favourites
- Any listing favourited by yourself or other users on your site when selecting “My Site’s List of Favourites” from a listing’s summary page. If other Ocean Site members have favourited any listings, they will be visible to you in this area.
- Popular Listings in Your Region
- A suggested set of popular listings based upon your location.
Favourites in any category (“Your Favourites” or “Your Site’s Favourites”) can be reordered, grouped, or deleted by selecting the “Edit” (pencil and paper) icon located in the top right corner of the Favourites panel.
-
Edit Mode
- Clicking this “Edit” button will change the panel state into edit mode, allowing you to manage both your personal and site-wide Favourites.
-
- While in this edit state, you’ll be able to perform the following options:
-
Remove a Favourite
- Click the circular red “Remove Favourite” icon to the right of any Favourite entry to remove it from your list.
- Note: Favourites will be removed immediately with no prompt to confirm. If you remove a favourite by mistake, you will need for search for it again in the directory and re-add it to your Favourites.
-
Change Favourites Order
- To change the listed order of Favourites, click and hold the grey up-and-down arrow icon located on the left of each Favourite. While continuing to hold the mouse button, drag the favourite to the desired position in the list then let go.
-
- class="callout callout--info"> Note: You cannot drag Favourites between “Your Favourites” and “Your Site’s Favourites.” If you wish for a specific listing to show up in one list versus the other, you will have to first remove it totally from your Favourites, search for the listing in the main directory, and click the “Add Favourite” button
-
Creating a New Favourites Group
By default, Favourites will be grouped under an “Uncategorized” heading.
- Click the “+ Add a group” link under either “Your Favourites” or “Your Site’s Favourites” section to begin setup of a new Favourites category.
-
- A popup dialogue will appear asking you to name your group. Type in a name for your new category and then click the “+ Add Group” button to save your changes.
- Using the “Managing Favourites” instructions for changing the order of your Favourites, you can now drag Favourites under your newly-created Favourites category.
- Categories or groups are helpful for organizing favourites by location or health services provided, but you are free to make any groupings that make sense for your organizational needs. Just like individual Favourites, groups can be deleted and moved around, as you see fit.
- Note: you cannot delete a group if there are any favourites nested within it. Drag your Favourites to another group before attempting to delete a grouping.
-
Renaming a Favourites Group
- If you wish to rename a group heading, simply click the “Rename group” (pencil) icon located to the right of the group title.
-
-
When you are finished making changes to your Favourites, click the “Finish editing” checkmark icon located in the top right of the "Editing Your Favourites" panel. You will then return to the default view state of the Favourites panel.
-
-
Review the Guides to Sending eReferrals/eConsults
Review to the relevant guides to learn how to send eReferrals and/or eConsults.
Now that you have finished setting up your Ocean Site to send eConsults and/or eReferrals, check out the Guide to Sending eReferrals and/or the Guide to Sending eConsults.
Update Your eConsult and eReferral Sender Configuration
Update your eReferral & eConsult settings to indicate that you are Sending Referrals.
Indicate that your Ocean Site is Sending eReferrals/eConsults
- Log in to the Ocean Portal and navigate to the eReferrals & eConsults page.
- Select the Settings button in the top right hand corner of the page.
- Note: The 'Settings' button is only visible to Site Admin users.
-
Under the "Welcome to Ocean eReferrals!" section, select 'Sending Referrals'.
This hides the 'Configure Referrals' button that is shown when either the 'Receiving Referrals' or 'Sending & Receiving Referrals' option is selected, as those receiver-specific configuration options are not relevant to Ocean Sites who exclusively send referrals.
Sending and Receiving?
Note: If you plan to both send and receive eReferrals/eConsults, please complete both the Set Up Your Site to Send eConsults and/or eReferrals guide, and the Set Up Your Site to Receive eConsults and/or eReferrals guide.
Set Up Sender Email Notifications
Configure which email addresses receive email notifications when eConsults and/or eReferrals that you've sent are changed or updated.
This article describes locations where you can configure your email addresses for eConsult and/or eReferral notifications. To learn more about the rules/logic that Ocean uses to determine which email address to send the notifications to, please refer to "Where do eReferral notification emails get sent to?".
- Several email address can be configured in the "My Account" section of the Ocean Portal. These will be the email addresses of senders that get notified about changes in specific consults and/or referrals that they have sent (e.g. booking updates).
- You can access this section by signing in to the Ocean Portal, clicking on your name at the top right-hand corner of the screen and selecting "My Account" from the Account Menu that appears.
- From there, you can set which email address receives specific Ocean notifications.
- Email Address
- This is the personal email address associated with each user with an Ocean account.
- Clinical Delegate Email
- This is the email address that generally receives clinical notifications, such secure message notifications (patient responses, eForm completions, etc.).
- Referral Notification Email
- This is the email address of the sender that will be sent consults and/or referral notifications, such as eReferral booking updates.
If you make any changes, ensure that you save your changes before leaving this page.
Set a Delegate User for Your Ocean Account*
If you work with an MOA, receptionist, nurse, resident, or student who will be sending eConsults/eReferrals on your behalf, you can to invite them to your Ocean Site and set them as a Clinical Delegate.
*This step is an optional step in setting up your Ocean Site to send Ocean eConsults/eReferrals. The steps in this article only need to be followed if you would like to set up another Ocean user who will be sending eConsults and/or eReferrals on another user's behalf.
If you do not have Ocean Site Admin access, but would like to manage the Clinical Delegates associated with your own individual Ocean user account, please see: How do I set a Clinical Delegate user for my Ocean user account?
Set a Clinical Delegate
A Clinical Delegate has the ability to send eReferrals/eConsults on behalf of another Ocean user. There is no limit to the number of Clinical Delegates that an Ocean user can have.
- Login to the Ocean Portal. Click the 'Menu' button in the top left corner and select 'Admin'.
- From the Admin Settings page, click 'Users'.
- Click 'Edit Delegates' for the user that you would like to assign or adjust delegates for.
- Use the 'Add Clinical Delegates' dropdown button to assign the Clinical Delegate(s) for the user you are managing.
- To assign the user you are currently managing as a Clinical Delegate for a different Ocean user, click the 'Add User' button in the lower section to choose the relevant user.
- Clinical Delegates can be removed at any time by clicking the 'Remove' button.
Link User EMR Accounts to Ocean User Accounts
Each person who will be sending Ocean eConsults and/or Ocean eReferrals will need to link their EMR and Ocean user accounts.
This is especially important for auditing and tracking purposes.
Each sender must link their EMR user account to their Ocean user account by following the steps below.
This will allow individual users to send Ocean eConsults and/or Ocean eReferrals as well as enable alerts and track activity.
Note: This process is only applicable if your EMR is integrated with Ocean. If your EMR is not integrated with Ocean, you can skip these steps.
-
Launch into the Ocean Healthmap from your EMR
- Select "Find Health Service" on the Ocean custom form or "Refer" on the Ocean toolbar.
-
- Press the "Launch" icon from within the patient's chart.
- Locate the "Ocean"" extension module, and select "View Patient".
- Press the "Send eReferral" button from within the patient's dashboard.
- Open the global CDS menu, and select the 'Send eRequest' CDS link.
- Select "Find Health Service" on the Ocean eForm or "Refer" on the Ocean toolbar.
-
-
Log in to your Ocean user account
- The Ocean Healthmap will open in an internet browser.
- In the top left corner, a banner will appear stating: 'Hello [your EMR username]. Click here to link to your Ocean account.'.
- Click the banner and sign in to your Ocean user account.
-
After successfully signing in, your EMR username will be linked to your Ocean user account.
Tip: You can confirm the linkage between your Ocean user account and your EMR user account within your Ocean user account settings.
Add & Manage Favourites on the Ocean Healthmap*
If your clinic most often sends eConsults and/or eReferrals to a specific destination clinic or group of clinics, you may want to save these sites as Favourites. This will allow for easy and efficient sending of Ocean eConsults and/or eReferrals to your preferred clinics.
*This step is an optional part of setting your site up to easily and efficiently send Ocean eConsults and/or eReferrals to preferred destination clinics.
To begin, navigate to the Ocean Healthmap.
- If you aren’t already signed into your Ocean account, do so using the blue “Sign In” button located at the top right corner of the screen or by clicking the “Sign In to view your favourites” link located in the left-hand column of the screen.
-
Note: You will not be able to add or manage favourite listings if you are not logged into your Ocean account.
- Search for and select the listing in the Ocean Healthmap that you want to add as a favourite.
- You’ll then be presented with an overview screen displaying such details as the listing’s contact information, distance, and services offered.
- Note the light blue “Add to Favourites” button. Clicking this button will open a dialogue window that will ask you where you would like to save the selected listing.
-
- Choosing “My Personal Favourites” will save the listing to your individual Ocean account’s Favourites. Other users belonging to your Ocean Site will not be able to view any of these Favourites.
- Choosing “My Site’s List of Favourites” will make the selection available to all the other users attached to your Ocean Site.
- At any time, you can view all the listings you or your team have favourited by clicking the star icon on the sidebar along the left. This will open the Favourites panel for you to review.
-
You will be presented with the following three headings on your Favourites page:
- Your Favourites
- Any listings you have favourited when selecting “My Personal Favourites” from a listing’s summary page. These are only viewable by you and you alone.
- Your Site’s Favourites
- Any listing favourited by yourself or other users on your site when selecting “My Site’s List of Favourites” from a listing’s summary page. If other Ocean Site members have favourited any listings, they will be visible to you in this area.
- Popular Listings in Your Region
- A suggested set of popular listings based upon your location.
Favourites in any category (“Your Favourites” or “Your Site’s Favourites”) can be reordered, grouped, or deleted by selecting the “Edit” (pencil and paper) icon located in the top right corner of the Favourites panel.
-
Edit Mode
- Clicking this “Edit” button will change the panel state into edit mode, allowing you to manage both your personal and site-wide Favourites.
-
- While in this edit state, you’ll be able to perform the following options:
-
Remove a Favourite
- Click the circular red “Remove Favourite” icon to the right of any Favourite entry to remove it from your list.
- Note: Favourites will be removed immediately with no prompt to confirm. If you remove a favourite by mistake, you will need for search for it again in the directory and re-add it to your Favourites.
-
Change Favourites Order
- To change the listed order of Favourites, click and hold the grey up-and-down arrow icon located on the left of each Favourite. While continuing to hold the mouse button, drag the favourite to the desired position in the list then let go.
-
- class="callout callout--info"> Note: You cannot drag Favourites between “Your Favourites” and “Your Site’s Favourites.” If you wish for a specific listing to show up in one list versus the other, you will have to first remove it totally from your Favourites, search for the listing in the main directory, and click the “Add Favourite” button
-
Creating a New Favourites Group
By default, Favourites will be grouped under an “Uncategorized” heading.
- Click the “+ Add a group” link under either “Your Favourites” or “Your Site’s Favourites” section to begin setup of a new Favourites category.
-
- A popup dialogue will appear asking you to name your group. Type in a name for your new category and then click the “+ Add Group” button to save your changes.
- Using the “Managing Favourites” instructions for changing the order of your Favourites, you can now drag Favourites under your newly-created Favourites category.
- Categories or groups are helpful for organizing favourites by location or health services provided, but you are free to make any groupings that make sense for your organizational needs. Just like individual Favourites, groups can be deleted and moved around, as you see fit.
- Note: you cannot delete a group if there are any favourites nested within it. Drag your Favourites to another group before attempting to delete a grouping.
-
Renaming a Favourites Group
- If you wish to rename a group heading, simply click the “Rename group” (pencil) icon located to the right of the group title.
-
-
When you are finished making changes to your Favourites, click the “Finish editing” checkmark icon located in the top right of the "Editing Your Favourites" panel. You will then return to the default view state of the Favourites panel.
-
Review the Guides to Sending eReferrals/eConsults
Review to the relevant guides to learn how to send eReferrals and/or eConsults.
Now that you have finished setting up your Ocean Site to send eConsults and/or eReferrals, check out the Guide to Sending eReferrals and/or the Guide to Sending eConsults.