How to Send Profile eReferrals Powered by Ocean MD

overview & requirements this article will cover the processes around sending an ocean ereferral it will focus on the following topics initiate your ereferral docid\ pijhdoox3fyfujtixjaupselect an ereferral recipient docid\ pijhdoox3fyfujtixjaupsend your ereferral docid\ pijhdoox3fyfujtixjaupview & track your ereferral docid\ pijhdoox3fyfujtixjaupmanage your ereferrals in the ocean portal docid\ pijhdoox3fyfujtixjaup requirements profile version 9 0 8 an ocean user account https //help intrahealth com/en/support/solutions/articles/6000273917configuration process docid\ yacox5nlm1wvdt vsvlfq completed patient record must include an address and phn for the ereferral to work intrahealth needs to enable this functionality in your environment please contact intrahealth to help with the setup sending ereferrals initiate your ereferral you can also initiate an ereferral through profile by following either of the following steps below through the medical record open the medical record for the patient in the referrals page, click the new referral button and select new referral out on the referral form, fill out the pos field and click the ocean refer button this will open up the ocean healthmap https //oceanhealthmap ca/ on an internet browser window if it's the first time using ocean refer, you will be required to log in using your ocean account details these details will be saved for subsequent uses search for the desired referral target and send an ereferral as outlined in this guide through work centre 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 this will open up the ocean healthmap on an internet browser window if it's the first time using ocean referral, you will be required to log in using your ocean account details these details will be saved for subsequent uses search for the desired referral target and send an ereferral as outlined in the this guide the ocean dashboard button will redirect to the provider's home window in cases when needing to manage or view an incoming referral select an ereferral recipient please read select an ereferral recipient https //support cognisantmd com/hc/en us/articles/115003503251 select an ereferral recipient in the ocean documentation for detailed information send your ereferral please read the send your ereferral https //support cognisantmd com/hc/en us/articles/115003525372 send your ereferral article in the ocean documentation for detailed guidance include cumulative patient profile (cpp) note that, as of profile 10 0 8, you have the option, when filling out the ocean ereferral form, to share important patient information, such as current problems, medications, allergies, and other relevant details, with the ereferral recipient this information is referred to as the cumulative patient profile (cpp) if you wish to include the cumulative patient profile (cpp), select the include cpp checkbox when filling out the ocean ereferral form selecting this checkbox causes the following fields to be autopopulated in the ocean ereferral form with data from profile (where that data exists) current problems past medical history medications allergies immunizations observations (e g , height, weight, hdl, ldl, etc ) you can also add to or edit this information in the ocean ereferral form example refer back to ocean's send your ereferral https //support cognisantmd com/hc/en us/articles/115003525372 send your ereferral article for guidance with the rest of the ocean ereferral form view & track your ereferral view & track your outward ereferral in profile you can view and track the referral information summary in medical record / referral profile field description date referred lists the date that the referral was sent direct indicates if the referral is an inward or an outward referral referred to indicates which provider the referral was referred to/meant for decision indicates the decision made regarding the referral status defines the current status of the referral there are two options open indicates that the referral has been created and sent but has not yet been acknowledged or acted upon by the receiving provider shows that the referral is still pending and awaiting action from the external provider during this phase, the sending provider might still have the option to edit or update the referral details if necessary closed closed status means that the receiving provider has acknowledged the referral and has accepted it for further action appointment refers to an inward referral, and indicates if an appointment has been set up on the receiver's end ereferral status received if the referral is received on receiver's end completed if the referral is closed, the ereferral status changes to completed confirmed means that the receiving provider has acknowledged the referral and has accepted it for further action and an appointment is booked this icon indicates if the ereferrals functionality was used open an individual outward ereferral for more detailed information to focus on a specific outward ereferral, locate the desired ereferral in the summary view under medical record / referrals then, double click on it to open the detailed view the outward referral window will open in this view you will notice a number of fields that have been pre populated in each of the tabs in the outward referral window the general tab will include certain basic information around this particular outward ereferral, as shown in the table below tab field description general external prov the name and location of the provider you sent the ereferral to status refers to the current status of this particular ereferral referred indicates the date that the ereferral was sent received indicates the date that the ereferral was recieved by the provider you sent the ereferral to decision indicates the most recent decision from the provider to whom the ereferral was sent view any attached and associated documents in the attachments tab go to medical record/referrals and click on the attachments tab to view the attached documents you sent as part of the sending process in the ocean portal click on the + icon to the left of documents to see all of the relevant documents associated with the ereferral note, you will also find the printable ocean document which details the specifics around this particular outward ereferral if you neglected to print this document during the outward ereferral process in the ocean portal, it is important to note that it will be still be available here in profile click on each document to view them individually a new window will open with the selected document included note the documents with the checkmarks are the attachments that were sent to the provider during the outward ereferral process the printable ocean ereferral document will also include a checkmark any other document, without a checkmark is something that relates to the patient, but was not a document originally sent view & track your outward ereferral in the ocean portal when the status of the ereferral changes, the ereferral will automatically be updated in the ocean portal in the ocean patient dashboard, you can view the status of any active ereferrals if you have linked your referral to your own ocean account, you will also automatically receive email updates when the status of your ereferral changes (i e if it's booked, cancelled, or changed ) manage your ereferrals in the ocean portal for detailed information on managing your ereferrals in the ocean portal, please read manage all your ereferrals in the ocean portal https //support cognisantmd com/hc/en us/articles/9696160597517 manage all your ereferrals in the ocean portal learn more for more information on profile ereferrals powered by ocean,please click on the article links below how to receive profile ereferrals powered by ocean docid fr8jdn6w5exjdmsueu7bprofile ereferral powered by ocean docid 1rwupgypakxn2phnuxx92ocean ereferral configuration docid\ yacox5nlm1wvdt vsvlfqfaq profile ereferral powered by ocean docid\ qr rci16 yqyc6txfbqk