--- title: How to Configure and Set Up Profile eReferral Powered by Ocean MD slug: portal-sub/how-to-configure-and-set-up-profile-ereferral-powered-by-ocean-md docTags: createdAt: 2026-03-04T12:03:19.295Z --- # 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-vSvlFQ) - [Step 2: Enable Ocean in Profile](docId\:yacoX5nLM1WVDt-vSvlFQ) - [Step 3: Connect Ocean and Profile](docId\:yacoX5nLM1WVDt-vSvlFQ) - [Step 4: Register the Integration Between Profile and Ocean](docId\:yacoX5nLM1WVDt-vSvlFQ) - [Step 5: Set Up Your Site to Send Profile eReferrals Powered by Ocean](docId\:yacoX5nLM1WVDt-vSvlFQ) - [Step 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. :::hint{type="info"} **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 1. Go to **Organisation/Preferences/Setup/eMessages** 2. Drag **Ocean** from the **Available Services** column to the **Installed Services**column ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/98jpg0gua66dy_e81cSB__xltaosqybd943ydltx6c8nkesbk0sqvdiq.png" size="100" isUploading="false" initialPath="assets/xltaosQyBd943ydLtX6C8NkEsbk0sQvDIQ.png" githubPath="en/Plug-ins or Profile Integration/Ocean MD/Profile eReferral Powered by Ocean MD/assets/xltaosQyBd943ydLtX6C8NkEsbk0sQvDIQ.png" position="flex-start" showCaption="false" indent="2"} 3. 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. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/tNIQ-uUQ5BKkroC5mlewh_y06gvtvdvy49odgakngm-kdiqtqoh3n-da.png" size="75" isUploading="false" initialPath="assets/y06gVtvdvy49OdGaKngM-KdiqtqOh3N-DA.png" githubPath="en/Plug-ins or Profile Integration/Ocean MD/Profile eReferral Powered by Ocean MD/assets/y06gVtvdvy49OdGaKngM-KdiqtqOh3N-DA.png" position="flex-start" showCaption="false" indent="2"} 4. Navigate to the **eReferral **tab and fill out the relevant fields using the information in the table below: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/x6fZhz-YKBML7t8tkEyAR_r5u0cnyinwwog6wwwlsq5zdewnnssqqaog.png" size="75" isUploading="false" initialPath="assets/R5U0CnyiNWwoG6WWWLsq5zdeWNNSSQqAog.png" githubPath="en/Plug-ins or Profile Integration/Ocean MD/Profile eReferral Powered by Ocean MD/assets/R5U0CnyiNWwoG6WWWLsq5zdeWNNSSQqAog.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} | 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))
:inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/x-Sd1jvdcP9e8-HiVv1IM_dwlvsrlxfltm9yub5fviufzd22pqv5qg.png" alt caption} | | **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)**).**
:inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/wwzf7_H6ZCIII6S8Wp1_8_jmbtfgnimgmlgqfvdt7ewj65vpbyk39qca.png" alt caption}:inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/b2gzvbv4bFgXXAV4bCgFj_ygrpanwa-7g9twxminbqmnx5dhmxeip3q.png" alt caption} | | **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))
:inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/BsPAu5smP06zC0kSgHF2e_7bi5dkjh-uhnlgb7a0mibv-cfgldyej9ja.png" alt caption} | | **eReferral Summary URL** | This value is auto populated. | ::: *** # Step 3: Connect Ocean and Profile 1. Log in to Ocean Cloud Connect at [cloudconnect.cognisantmd.com/login.do](http://cloudconnect.cognisantmd.com/login.do) using your Ocean account details. 2. Press the **Configure EMR** button. A pop-up will appear showing a list of EMRs registered with Ocean. 3. Press **FHIR-Based EMR**. 4. Press **Next**. The Setup EMR Integration pop-up will appear: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/j93_1A1Ie97lsTDwJJRG1_tce-c89tkzs44klon9nk6yujo626lirzw.png" size="82" isUploading="false" initialPath="assets/Tce-c89tKzs4_4KlON9NK6YUjo626lirzw.png" githubPath="en/Plug-ins or Profile Integration/Ocean MD/Profile eReferral Powered by Ocean MD/assets/Tce-c89tKzs4_4KlON9NK6YUjo626lirzw.png" position="flex-start" showCaption="false" indent="2"} 5. 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. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/777_zVGNLAhKGz33iwmZL_jtab-lta7gudzlgs7zzbdwm6es0uecdgw.png" size="75" isUploading="false" initialPath="assets/jtab_-ltA7guDZlGs7zzbDWm6ES0ueCDgw.png" githubPath="en/Plug-ins or Profile Integration/Ocean MD/Profile eReferral Powered by Ocean MD/assets/jtab_-ltA7guDZlGs7zzbDWm6ES0ueCDgw.png" position="flex-start" showCaption="false" indent="2"} 6. 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.) ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/DEil_RPdWtZoW_bmb2m1j_2qingyys7ebreoa1gbfedg6s4anjuvucow.png" size="75" isUploading="false" initialPath="assets/2QiNgYys7EBREOa1gBFedG6s4anjUVUcOw.png" githubPath="en/Plug-ins or Profile Integration/Ocean MD/Profile eReferral Powered by Ocean MD/assets/2QiNgYys7EBREOa1gBFedG6s4anjUVUcOw.png" position="flex-start" showCaption="false" indent="2"} 7. 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. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/3T_H1mlyqAW09uI4rRals_mtcrfuge4fe3bnbgijpkzrzs14ya9s2qdq.png" size="75" isUploading="false" initialPath="assets/MtCRFuGe4fE3bNBGijpKZRZs14Ya9s2qdQ.png" githubPath="en/Plug-ins or Profile Integration/Ocean MD/Profile eReferral Powered by Ocean MD/assets/MtCRFuGe4fE3bNBGijpKZRZs14Ya9s2qdQ.png" position="flex-start" showCaption="false" indent="2"} 8. 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 ::::WorkflowBlock :::WorkflowBlockItem Within Ocean, go into the **Admin **portal. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Lx_otQZMrld7pkPOHlW1E_471ozb38mihgd6dnzgi-wia3xj5kaqlia.png" size="35" isUploading="false" initialPath="assets/471oZb38MIHGd6dNzGI-WIa3XJ5KAqLi_A.png" githubPath="en/Plug-ins or Profile Integration/Ocean MD/Profile eReferral Powered by Ocean MD/assets/471oZb38MIHGd6dNzGI-WIa3XJ5KAqLi_A.png" position="flex-start" showCaption="false"} ::: :::WorkflowBlockItem Within the **Admin Settings**, click on **Integrations**. ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/f8otuj1I6GwvR99e7xIEr_8i5iffnkvwcarabvuwgihfgt3m-wqmms5w.png) ::: :::WorkflowBlockItem Within **Integrations**, click on **Register an Integration**, and then select the **eReferrals **integration type. ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/gzsyrs8kdgh0CaPoUQ9Em_cmllm23fhhp3fblzxcazxqryrdx3dw9ngq.png) ::: :::WorkflowBlockItem Selecting the type of integration launches the dialog to **Register a Referral Integration**. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/j3E07GJ7g4PLQCxXoILMR_olzqtuia3dwjmxfhh7vd6zdh3h-hp-xfva.png" size="59" isUploading="false" initialPath="assets/olzQtuIA3DWJMxFHH7vd6ZDh3h-hP-XFvA.png" githubPath="en/Plug-ins or Profile Integration/Ocean MD/Profile eReferral Powered by Ocean MD/assets/olzQtuIA3DWJMxFHH7vd6ZDh3h-hP-XFvA.png" position="flex-start" showCaption="false"} 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.
| ::: :::WorkflowBlockItem 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 :::hint{type="info"} **Note: **The following steps are only required if you are using Profile to send eReferrals ::: ::::WorkflowBlock :::WorkflowBlockItem 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.  ::: :::WorkflowBlockItem 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. ::: :::WorkflowBlockItem 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. ::: :::WorkflowBlockItem Link User Profile Accounts to Ocean User Accounts. Each sender must link their Profile user account to their Ocean user account. 1. In Profile, go to **Work Centre / Referrals / New Referral Out** 2. On the referral form, fill out the POS field and click the **Ocean Refer **button. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/xu9r2ioV5kjXysvVf_S_A_xuaotxr0cglgcmllfjlxoek6g1ttf6zvpa.png" size="10" isUploading="false" initialPath="assets/XuaoTxR0CGlGCMLlfjlXoEk6G1Ttf6ZVPA.png" githubPath="en/Plug-ins or Profile Integration/Ocean MD/Profile eReferral Powered by Ocean MD/assets/XuaoTxR0CGlGCMLlfjlXoEk6G1Ttf6ZVPA.png" position="flex-start" showCaption="false" indent="2"} 3. 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). ::: :::WorkflowBlockItem Add and Manage Favourites on the Ocean Healthmap  1. 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 :::hint{type="info"} **Note: **The following steps are only required if you are using Profile to receive eReferrals. ::: 1. 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. 2. 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\:pijHdOOX3FYfUJTIXjAup) - [How to Receive Profile eReferrals Powered by Ocean MD](docId:-Fr8jDN6w5EXJdmsUeU7b) - [FAQ: Profile eReferral Powered by Ocean MD](docId\:QR--RcI16_YQYc6TXFBqk) - [Profile eReferral Powered by Ocean MD](docId:1RwuPgyPAkXn2phnUXX92)