Ocean Note Tasks

Clinics can control whether 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:

  1. Ocean notes recording secure message sends from a user at your clinic
  2. 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.

A note about Active tasks

Active tasks in Med Access require an assigned owner. Ocean will automatically assign the Active task to the primary provider listed on the patient’s chart.

For online booking users, online booking notes will be assigned to the provider who's schedule the appointment is booked in.

For patients who do not have a primary provider listed on their chart, Ocean will do its best to assign the task to the provider associated with the patients' nearest appointment.

If Ocean can’t find a provider to assign this task, the note will enter as completed and assigned to the ApiAgent user.

If you have configured your Cloud Connect settings to automatically mark Ocean notes as 'Completed' upon entry, online booking notes will enter as 'Completed' and assigned to the ApiAgent user.

Launching Ocean from your Med Access EMR

Med Access users can launch Ocean directly from a patient's chart.

Launcher Restrictions

Please note that Ocean users with access to multiple Ocean sites and EMR instaces that are connected to multiple Ocean sites cannot use the TELUS Launcher to access Ocean at this time.

  • Open the patient's chart and access the TELUS Launcher.
  • Under My Extensions, find Ocean by CognisantMD. You'll find different options for launching Ocean.
  • The View Portal button will open the Ocean Portal in a new tab of your browser. If it's your first time accessing the TELUS launcher through your Med Access EMR, you'll be prompted to sign in. After you've signed in once, you will no longer need to sign in when accessing Ocean through the TELUS launcher.
  • The View Patient button will open the Patient Dashboard in a new tab of your browser. This is the most versatile button as it will pull the patient into Ocean and allow you to interact with them through Ocean (i.e. send a message, queue an eForm, access the Ocean Portal or view their Ocean Reference Number).
  • The Add Form button will open the Add Form dialogue of the Patient Dashboard in a new tab of your browser. This allows you to queue a form for the patient and is especially useful for clinics using Ocean tablets. To learn more about Ocean Tablets, please refer to: Basic Tablet Workflow.
  • The Send Message button will open the message window in a new tab of your browser. Ocean will automatically pull the email address (if one exists) from the patient's chart in EMR as the recipient. To learn more about Ocean's Secure Patient Messaging, please refer to: Basic Patient Messages Workflow.

Create New Patient in Med Access

Ocean can create new patients in TELUS Med Access EMR, however this new patient will be created with the "Unconfirmed" status. After Ocean has created this new patient, remember to login to your EMR, search the newly created patient and set their status to "Active".