Clinics can control whether certain Ocean notes enter the Med Access EMR as either Active or Completed tasks. Ocean admin users can control this setting in Cloud Connect (for details on Cloud Connect settings, please refer to Customize your Cloud Connect Configuration).
There are two types of Ocean notes that will always enter as Completed tasks:
- Ocean notes recording secure message sends from a user at your clinic
- Ocean notes recording patient’s acknowledgement of a secure message
These Ocean notes will always enter your EMR as Completed tasks, even if your Cloud Connect setting is configured to import Ocean notes as Active.
Active Online Booking Tasks
If you have configured your Cloud Connect settings to create Active Tasks, Ocean will assign the Active Task to the provider who's schedule the appointment is booked into.
Active eReferral Tasks
Tasks related to eReferrals will always enter Med Access as Active. Ocean determines the owner of the task by checking the conditions outlined in the order below:
Ocean will assign the Active Task to the 'Primary Provider' listed in the 'Demog' tab of the patient's chart in Med Access.
If no 'Primary Provider' is present in the patient's chart, Ocean will assign the task to the Provider associated with the patient's nearest booked appointment.
If no 'Primary Provider' is present in the patient's chart and the patient does not have any booked appointments, Ocean will assign the Active Task to a Provider in Med Access that contains either the term 'Ocean' or 'CognisantMD' in the name.
If none of the above are available, Ocean will assign the Active Task to the first Provider in the list of all Providers in Med Access.