How to Configure and Set Up Profile eReferral Powered by Ocean MD

overview & requirements ocean is a patient engagement platform developed by oceanmd™, a subsidiary of well health technologies profile has an integration with ocean's ereferral system the following article will cover the process required for configuration it will focus on the following topics step 1 register an ocean account docid\ yacox5nlm1wvdt vsvlfqstep 2 enable ocean in profile docid\ yacox5nlm1wvdt vsvlfqstep 3 connect ocean and profile docid\ yacox5nlm1wvdt vsvlfqstep 4 register the integration between profile and ocean docid\ yacox5nlm1wvdt vsvlfqstep 5 set up your site to send profile ereferrals powered by ocean docid\ yacox5nlm1wvdt vsvlfqstep 6 set up your site to receive ereferrals powered by ocean docid\ yacox5nlm1wvdt vsvlfq requirements profile version 9 0 8 profile's licensed ocean module an ocean user account configuration process docid\ yacox5nlm1wvdt vsvlfq completed self hosted customers will need iis and http set up please contact intrahealth for more information intrahealth needs to enable this functionality in your environment please contact intrahealth to assist with the setup note the ocean integration is currently only available in english step 1 register an ocean account to use ocean's platform, you will need to register an ocean account follow the steps in ocean's getting started https //www cognisantmd com/getting started/ guide to sign up and verify your ocean account in order to proceed to step 2 an ocean account will need to be set up step 2 enable ocean in profile go to organisation/preferences/setup/emessages drag ocean from the available services column to the installed services column a pop up window will appear make sure the ocean ereferral checkbox is ticked make sure to save the client id and client secret details to input into ocean later navigate to the ereferral tab and fill out the relevant fields using the information in the table below profile field name detail & instruction public key this value key is auto generated from profile site num this value is taken from ocean site's account settings (please see ocean's solution article on how to set up your ocean site for ereferral here https //support cognisantmd com/hc/en us/articles/115003525592 claim your directory listing to your ocean site ) shared encryption key this key value is taken from ocean cloud connect's shared encryption key (see how to configure ocean cloud connect guide here https //help intrahealth com/a/solutions/articles/6000269818?lang=en ) ocean url (root) this value is auto populated ocean smart url this value is auto populated ocean client id this value is taken from ocean's oauth2 settings (please see more information on how to access these ocean credentials here https //support cognisantmd com/hc/en us/articles/360034919811 ) ocean secret this value is found in ocean oauth2 settings (please see more information on how to access these ocean credentials here https //support cognisantmd com/hc/en us/articles/360034919811 ) ereferral summary url this value is auto populated step 3 connect ocean and profile log in to ocean cloud connect at cloudconnect cognisantmd com/login do http //cloudconnect cognisantmd com/login do using your ocean account details press the configure emr button a pop up will appear showing a list of emrs registered with ocean press fhir based e mr press next the setup emr integration pop up will appear in the fhir api url field, enter the fhir api url listed in profile see the ocean properties/general tab for this value, as in the example below insert the client id and client secret given to you in profile see the ocean properties/ general tab for these credentials, as in the example below (do not use the properties by the same name on the ereferral tab ) in the oauth2 token url field, enter the same url as the fhir api url field above, except with /token added to the end this is the same as the oauth2 token url in profile's ocean properties configuration on the general tab, as in the example below press the connect to fhir emr button ocean should now be synced with profile step 4 register the integration between profile and ocean for ereferrals within ocean, go into the admin portal within the admin settings , click on integrations within integrations , click on register an integration , and then select the ereferrals integration type selecting the type of integration launches the dialog to register a referral integration within this dialog, update the configuration as follows and click save field configuration integration name choose any meaningful name that you want request url set this to the fhir api url configured in profile's ocean properties for the emessage service (as mentioned in step 3 connect ocean and profile ) and append "/$process messages" example if the fhir api url is "8990 uat ca ihhost net/ocean", then the request url is "8990 uat ca ihhost net/ocean/$process messages" payload type select "fhir v0 11 1" authentication drop down select "oauth2 authentication" token endpoint (becomes visible when the authentication method is chosen) set this to the oauth2 token url configured in profile's ocean properties for the emessage service client id (becomes visible when the authentication method is chosen) set this to the client id configured in profile's ocean properties for the emessage service secret (becomes visible when the authentication method is chosen) set this to the client secret configured in profile's ocean properties for the emessage service scope (becomes visible when the authentication method is chosen) set this to "user/ " email notifications typically, you should enable the checkboxes in this section because they enable sending e mail notifications whenever the ereferral is updated, sent, or completed (accepted or declined) submission settings typically, you should not enable the checkbox in this section, since it can be useful if referrers are able to include attachments however, this depends on the needs of your clinic permissions typically, you should enable all of these permissions for most of them, whether or not they are enabled depends on the needs of your clinic important the following api behaviour checkbox must be checked if this api behaviour checkbox is not checked, then if there is an update for the ereferral, the update is not received in profile therefore, this checkbox has to be checked at all times because ocean uses the smart app launch industry standard to support single sign on (sso) and patient contextual launch from an ems, all ems servers that would like to use a smart launch into ocean must be privately allowlisted by oceanmd administrators in order for ocean to be able to do this, send the following values to the ocean support email ( support\@oceanmd com mailto\ support\@oceanmd com ) so that they can create the allowlist entry for your launch system the server url client id authorization endpoint token endpoint token issuer url consult the allowlisting section of the ocean smart app launch overview https //support cognisantmd com/hc/en us/articles/360057458272 ocean smart app launch overview smart on fhir ehr contextual launch in the ocean documentation for further details step 5 set up your site to send profile ereferrals powered by ocean note the following steps are only required if you are using profile to send ereferrals set up senders with ocean accounts any individual that requires access to ereferrals must have a free ocean user account please read set up senders with ocean accounts https //support cognisantmd com/hc/en us/articles/9140385894541 set up senders with ocean accounts for more details on the process update your ereferral sender configuration please read update your ereferral sender configuration https //support cognisantmd com/hc/en us/articles/19315991655565 update your econsult and ereferral sender configuration for more information set a delegate user for your ocean account please read set a delegate user for your ocean account https //support cognisantmd com/hc/en us/articles/360002608352 set a delegate user for your ocean account for more details link user profile accounts to ocean user accounts each sender must link their profile user account to their ocean user account in profile, go to work centre / referrals / new referral out on the referral form, fill out the pos field and click the ocean refer button for further steps and details, please read link user accounts https //support cognisantmd com/hc/en us/articles/360004614491 link user emr accounts to ocean user accounts# text=log%20in%20to%20your%20ocean%20user%20account add and manage favourites on the ocean healthmap for additional details on how to add and manage favourites on the ocean healthmap, please read add & manage favourites on the ocean healthmap https //support cognisantmd com/hc/en us/articles/360003807892 add manage favourites on the ocean healthmap step 6 set up your site to receive ereferrals powered by ocean note the following steps are only required if you are using profile to receive ereferrals set up receivers with ocean accounts any individual that requires access to ereferrals must have a free ocean user account please read set up receivers with ocean accounts https //support cognisantmd com/hc/en us/articles/9140631306893 set up receivers with ocean accounts for more details on the process update your ereferral receiver configuration read the update your ereferral receiver configuration https //support cognisantmd com/hc/en us/articles/4407949920909 update your econsult and ereferral receiver configuration article learn more for more information about profile ereferrals powered by ocean md, please read the following articles how to send profile ereferrals powered by ocean md docid\ pijhdoox3fyfujtixjauphow to receive profile ereferrals powered by ocean md docid fr8jdn6w5exjdmsueu7bfaq profile ereferral powered by ocean md docid\ qr rci16 yqyc6txfbqkprofile ereferral powered by ocean md docid 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