Any individual that requires access to Ocean must have a free Ocean user account.
Get started with sending eReferrals through Ocean by reading through this handy getting started guide.
Note for Ontario Users: In Ontario, Ocean eConsults are currently in a limited release. For more information on eConsult in Ontario as part of the Ontario eServices Program, please review the Overview of eConsults in Ontario article.
Any individual that requires access to Ocean must have a free Ocean user account.
Update your eReferral & eConsult settings to indicate that you are Sending Referrals.
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.
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?".
If you work with an MOA, receptionist, nurse, resident, or student who will be sending eConsults/eReferrals and/or Patient Messaging on your behalf, you will want to invite them to set them as a Clinical Delegate.
*This step is an optional part of setting up an Ocean eReferral / Patient Messaging user who will be sending online messages, eConsults and/or eReferrals on your behalf.
If you do not have Site Admin access, but would still like to manage the Delegates associated with your own individual Ocean user account, please see: How do I set a Clinical Delegate user for my Ocean user account?
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.
A Primary Delegate shares the same functionality as a Clinical Delegate, however they also have the ability to share the Patient Messaging license of the user that they are designated as the Primary Delegate for (if applicable).
Each Ocean user can have one Primary Delegate. The Primary Delegate must be assigned one of the following Clinician Types: 'MOA/Secretary', 'Nurse', 'Resident', 'Physician Assistant' or 'Other'. If needed, please see how to update your Clinician Type.
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.
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.
Note: You will not be able to add or manage favourite listings if you are not logged into your Ocean account.
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.
By default, Favourites will be grouped under an “Uncategorized” heading.
Any individual that requires access to Ocean must have a free Ocean user account.
Update your eReferral & eConsult settings to indicate that you are Sending Referrals.
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.
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?".
If you work with an MOA, receptionist, nurse, resident, or student who will be sending eConsults/eReferrals and/or Patient Messaging on your behalf, you will want to invite them to set them as a Clinical Delegate.
*This step is an optional part of setting up an Ocean eReferral / Patient Messaging user who will be sending online messages, eConsults and/or eReferrals on your behalf.
If you do not have Site Admin access, but would still like to manage the Delegates associated with your own individual Ocean user account, please see: How do I set a Clinical Delegate user for my Ocean user account?
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.
A Primary Delegate shares the same functionality as a Clinical Delegate, however they also have the ability to share the Patient Messaging license of the user that they are designated as the Primary Delegate for (if applicable).
Each Ocean user can have one Primary Delegate. The Primary Delegate must be assigned one of the following Clinician Types: 'MOA/Secretary', 'Nurse', 'Resident', 'Physician Assistant' or 'Other'. If needed, please see how to update your Clinician Type.
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.
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.
Note: You will not be able to add or manage favourite listings if you are not logged into your Ocean account.
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.
By default, Favourites will be grouped under an “Uncategorized” heading.