1. Link User EMR Accounts to Ocean User Accounts

    Each person who will be sending Ocean eReferrals will need to link their EMR and Ocean user accounts.

    This is especially important for auditing and tracking purposes.

    Each Ocean eReferral sender must link their EMR user account to their Ocean user account by following the steps below.

    This will allow individual users to send eReferrals to enable alerts and track activity.

    1. Initiate your eReferral.

    PS Suite Accuro OSCAR
    • Select "Find Health Service" on the Ocean custom form or "Refer" on the Ocean toolbar.
    1. Log in to Ocean to link your EMR and Ocean accounts.

      • Initiating a referral will open the Ocean Healthmap in an internet browser.
      • Note: If your default internet browser is Internet Explorer, the Ocean Health Map requires at least Internet Explorer 11 to run properly.
      • At the top of the Ocean health map, you will see a banner that says: "Hello [your EMR username]. Click here to link to your Ocean account.".
      • Click this banner (or the "Sign In" button" above it) to sign in to Ocean with your Ocean username and password.
      • Your EMR username will now be linked to your Ocean user account (an accompanying unlimited Ocean online user license, if applicable).
    2. Confirm that your EMR and Ocean accounts have been successfully linked.

      • Verify that your the "EMR Username" field is populated with the exact same name as your EMR username.
  2. Set Up eReferral User Email Notifications (for Senders)

    Configure which email addresses receive email notifications when eReferrals that you've sent are changed or updated.

    This article describes locations where you can configure your email addresses for eReferral notifications when sending eReferrals. To learn more about the rules/logic that Ocean uses to determine which email address to send the eReferral notifications to, please refer to "Where do eReferral notification emails get sent to?".

    • Several email address can be configured in the "View My Account" section of the Ocean Portal. These will be the email addresses of eReferral senders that get notified about changes in specific 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 "View My Account" from the dropdown 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 referrer that will be sent referral notifications, such as eReferral booking updates.
    • If you make any changes, ensure that you save your changes before leaving this page.
  3. Set a Delegate User for Your Ocean Account*

    If you work with an MOA, receptionist, nurse, resident or student who will be sending eReferrals on your behalf, you will want to invite them to create an Ocean user account and set them as your clinical delegate.

    This step is an optional part of setting up an Ocean eReferral sender who will be sending online messages or eReferrals on your behalf.

    Prerequisites

    In order to add a delegate user to your Ocean account, your clinician type in your View My Account page must be set to either:

    • Allied Health Professional,
    • Family Physician,
    • Medical Student,
    • Nurse Practitioner,
    • Resident,
    • Specialist, or
    • Other.
    • Email notifications for eReferrals sent out by a delegate user will be sent to the "Referral Notification Email" or "Clinical Delegate Email" of the user they are set as a delegate under (this is defined in the main referring provider's View My Account page).
    1. Invite your delegate(s) to create an account on your Ocean site.

      • Log in to the Ocean Portal and navigate to the Admin tab.
      • Enter the Users section (selected from the menu along the left).
      • Scroll to the bottom of the page and click the "Invite Colleague..." button (on the right hand side of the page).
      • Enter your colleague's email address and select "OK".
      • Your colleague will receive an email prompting them to create an Ocean user account.
      • Once your colleague has created an Ocean account, they will be automatically added to your site.
    2. Add your delegate(s) as a delegate user on your account.

      • Log into the Ocean Portal.
      • Click your name in the top right hand corner and select "View My Account" from the menu of dropdown options.
      • Select "Add Delegate" and select the username(s) of the user that you want to add as your clinical delegate(s). You can add any number of delegates to be associated with your Ocean user account.
      • You can select one of your delegates to be your primary delegate. Only this primary delegate will be covered under your own Ocean Online subscription (if applicable).

    Note: The primary delegate MUST be either an MOA, receptionist, nurse, resident or student.

  4. Add & Manage Favourites on the Ocean Health Map*

    If your clinic most often sends 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 eReferrals to your preferred clinics.

    This step is an optional part of setting your site up to easily and efficiently send Ocean 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.
    • Favourites 1

    Note: You will not be able to add or manage favourite listings if you are not logged into your Ocean account.

    Adding a Favourite Viewing Favourites Managing Favourites Favourites Groups
    • Search for and select the listing in the Ocean Health Directory 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.
    • Favourites 2
    • 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.

Link User EMR Accounts to Ocean User Accounts

Each person who will be sending Ocean eReferrals will need to link their EMR and Ocean user accounts.

This is especially important for auditing and tracking purposes.

Each Ocean eReferral sender must link their EMR user account to their Ocean user account by following the steps below.

This will allow individual users to send eReferrals to enable alerts and track activity.

  1. Initiate your eReferral.

PS Suite Accuro OSCAR
  • Select "Find Health Service" on the Ocean custom form or "Refer" on the Ocean toolbar.
  1. Log in to Ocean to link your EMR and Ocean accounts.

    • Initiating a referral will open the Ocean Healthmap in an internet browser.
    • Note: If your default internet browser is Internet Explorer, the Ocean Health Map requires at least Internet Explorer 11 to run properly.
    • At the top of the Ocean health map, you will see a banner that says: "Hello [your EMR username]. Click here to link to your Ocean account.".
    • Click this banner (or the "Sign In" button" above it) to sign in to Ocean with your Ocean username and password.
    • Your EMR username will now be linked to your Ocean user account (an accompanying unlimited Ocean online user license, if applicable).
  2. Confirm that your EMR and Ocean accounts have been successfully linked.

    • Verify that your the "EMR Username" field is populated with the exact same name as your EMR username.

Set Up eReferral User Email Notifications (for Senders)

Configure which email addresses receive email notifications when eReferrals that you've sent are changed or updated.

This article describes locations where you can configure your email addresses for eReferral notifications when sending eReferrals. To learn more about the rules/logic that Ocean uses to determine which email address to send the eReferral notifications to, please refer to "Where do eReferral notification emails get sent to?".

  • Several email address can be configured in the "View My Account" section of the Ocean Portal. These will be the email addresses of eReferral senders that get notified about changes in specific 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 "View My Account" from the dropdown 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 referrer that will be sent 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 eReferrals on your behalf, you will want to invite them to create an Ocean user account and set them as your clinical delegate.

This step is an optional part of setting up an Ocean eReferral sender who will be sending online messages or eReferrals on your behalf.

Prerequisites

In order to add a delegate user to your Ocean account, your clinician type in your View My Account page must be set to either:

  • Allied Health Professional,
  • Family Physician,
  • Medical Student,
  • Nurse Practitioner,
  • Resident,
  • Specialist, or
  • Other.
  • Email notifications for eReferrals sent out by a delegate user will be sent to the "Referral Notification Email" or "Clinical Delegate Email" of the user they are set as a delegate under (this is defined in the main referring provider's View My Account page).
  1. Invite your delegate(s) to create an account on your Ocean site.

    • Log in to the Ocean Portal and navigate to the Admin tab.
    • Enter the Users section (selected from the menu along the left).
    • Scroll to the bottom of the page and click the "Invite Colleague..." button (on the right hand side of the page).
    • Enter your colleague's email address and select "OK".
    • Your colleague will receive an email prompting them to create an Ocean user account.
    • Once your colleague has created an Ocean account, they will be automatically added to your site.
  2. Add your delegate(s) as a delegate user on your account.

    • Log into the Ocean Portal.
    • Click your name in the top right hand corner and select "View My Account" from the menu of dropdown options.
    • Select "Add Delegate" and select the username(s) of the user that you want to add as your clinical delegate(s). You can add any number of delegates to be associated with your Ocean user account.
    • You can select one of your delegates to be your primary delegate. Only this primary delegate will be covered under your own Ocean Online subscription (if applicable).

Note: The primary delegate MUST be either an MOA, receptionist, nurse, resident or student.


Add & Manage Favourites on the Ocean Health Map*

If your clinic most often sends 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 eReferrals to your preferred clinics.

This step is an optional part of setting your site up to easily and efficiently send Ocean 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.
  • Favourites 1

Note: You will not be able to add or manage favourite listings if you are not logged into your Ocean account.

Adding a Favourite Viewing Favourites Managing Favourites Favourites Groups
  • Search for and select the listing in the Ocean Health Directory 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.
  • Favourites 2
  • 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.