--- title: How to Send Profile eReferrals Powered by Ocean MD slug: portal-sub/how-to-send-profile-ereferrals-powered-by-ocean-md docTags: createdAt: 2026-03-04T12:03:19.327Z --- # Overview & Requirements This article will cover the processes around sending an Ocean eReferral. It will focus on the following topics: - [Initiate your eReferral](docId\:pijHdOOX3FYfUJTIXjAup) - [Select an eReferral Recipient](docId\:pijHdOOX3FYfUJTIXjAup) - [Send Your eReferral](docId\:pijHdOOX3FYfUJTIXjAup) - [View & Track Your eReferral](docId\:pijHdOOX3FYfUJTIXjAup) - [Manage 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/6000273917) - [Configuration 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 1. Open the **Medical Record **for the patient 2. In the **Referrals** page, click the **New Referral **button and select **New Referral Out** ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/xO9HqgBT5IUILbJOpXGyw_bkbcw1-2mvyebmgu7b9byrom6uweiib5kg.png" size="10" isUploading="false" initialPath="assets/BKBCW1-2MvYEbmgU7b9ByROm6uWeiIB5Kg.png" githubPath="en/Plug-ins or Profile Integration/Ocean MD/Profile eReferral Powered by Ocean MD/assets/BKBCW1-2MvYEbmgU7b9ByROm6uWeiIB5Kg.png" position="flex-start" showCaption="false" indent="2"} 3. 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. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/SVy0_XoMsEl7uQ0SbB7_e_tnnmmsbhewwhwnxpcb9qdeas1ddlsfqpsg.png" size="10" isUploading="false" initialPath="assets/TNnMMSBhewWHWNxpcB9qDeas1dDlsFQPSg.png" githubPath="en/Plug-ins or Profile Integration/Ocean MD/Profile eReferral Powered by Ocean MD/assets/TNnMMSBhewWHWNxpcB9qDeas1dDlsFQPSg.png" position="flex-start" showCaption="false" indent="2"} 4. 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.  5. Search for the desired referral target and send an eReferral as outlined in this guide. ### Through Work Centre 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. This will open up the Ocean Healthmap on an internet browser window. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/e-rnV8rkeLYxJAhdja8Lu_f2exojqr8rnn7a1x4mavzcunif89w73iq.png" size="10" isUploading="false" initialPath="assets/F2E_XOJqR8RnN7a1X4maVzcUNIf89W73IQ.png" githubPath="en/Plug-ins or Profile Integration/Ocean MD/Profile eReferral Powered by Ocean MD/assets/F2E_XOJqR8RnN7a1X4maVzcUNIf89W73IQ.png" position="flex-start" showCaption="false" indent="2"} 3. 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.  4. 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. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/JK9DHxSf9iT9yz0GXTYlF_8o1ry1bwtouybyprjsakkfioookcuntp1a.png" size="19" isUploading="false" initialPath="assets/8O1rY1BwtoUYbYpRjsakKFIOookcUNTP1A.png" githubPath="en/Plug-ins or Profile Integration/Ocean MD/Profile eReferral Powered by Ocean MD/assets/8O1rY1BwtoUYbYpRjsakKFIOookcUNTP1A.png" position="flex-start" showCaption="false"} ## 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: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/4UWnwx7lVDTFyjgkMfZ_K_2lcozcfyovdczxi0ymp3qt3gjx40zzm-aq.png" size="83" isUploading="false" initialPath="assets/2LCozcFyoVDCzXI0YMP3Qt3GJX40Zzm-AQ.png" githubPath="en/Plug-ins or Profile Integration/Ocean MD/Profile eReferral Powered by Ocean MD/assets/2LCozcFyoVDCzXI0YMP3Qt3GJX40Zzm-AQ.png" position="flex-start" showCaption="false"} 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** ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/yRz_-0nHsdxggs22WetEm_2qn9z2rvii52izj-vm-smmovarpr1fdwq.png) | 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:
1) **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 2) **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** |

1) **Received ** - If the referral is received on receiver's end 2) **Completed** - If the referral is closed, the eReferral status changes to Completed 3) **Confirmed** - Means that the receiving provider has acknowledged the referral and has accepted it for further action and an appointment is booked | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/tkhzi_km8dPnv13T2GQnJ_l-je5g95da4ttqeqtcbz-ezopefulbhuq.png" size="10" isUploading="false" initialPath="assets/_L-jE5g95Da4TtQEQTCBZ-EzopEfulbhUQ.png" githubPath="en/Plug-ins or Profile Integration/Ocean MD/Profile eReferral Powered by Ocean MD/assets/_L-jE5g95Da4TtQEQTCBZ-EzopEfulbhUQ.png" position="flex-start" showCaption="false"} | 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.  ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ab-6diAFr8eiZwRqgzpiK_m4mdf6kfoyinzuhospcauyznn6yx073iw.png) The **Outward Referral **window will open.  ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/vg-f2u4B8mM0JdbgVchnC_fq0fxti2fbk5ypnnswg9vpdfhugs-4txqw.png) 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**
:inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/enCyNZugxxqioCR6aVhcf_gl-0bqczse5-nxnwbv53a27j4ipf5glaw.png" alt caption} | The name and location of the provider you sent the eReferral to. | | | **Status**
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/HKrsHOTtMGTouhu2ovId5_njivrglt-hpi8ksgkjjs2w1wkhkmppaizg.png" size="45" isUploading="false" initialPath="assets/NJiVrGlt-HPi8KSgkjJs2W1wkhKMPPaIzg.png" githubPath="en/Plug-ins or Profile Integration/Ocean MD/Profile eReferral Powered by Ocean MD/assets/NJiVrGlt-HPi8KSgkjJs2W1wkhKMPPaIzg.png" position="flex-start" showCaption="false"} | Refers to the current status of this particular eReferral. | | | **Referred**
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/3SAZPHft6XP3o5h_ckbg3_i7fl7pdwauk8qt40zgr-iwjfwdxpkfdmwq.png" size="30" isUploading="false" initialPath="assets/I7fL7PDWauK8qt40zgR-iwJfwDxpkfdmwQ.png" githubPath="en/Plug-ins or Profile Integration/Ocean MD/Profile eReferral Powered by Ocean MD/assets/I7fL7PDWauK8qt40zgR-iwJfwDxpkfdmwQ.png" position="flex-start" showCaption="false"} | Indicates the date that the eReferral was sent. | | | **Received**
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/x7GknfHwZ-hIdxjK4KSmP_y7htdfcr85qhkpguslqqijgzvyyerycf-w.png" size="30" isUploading="false" initialPath="assets/Y7htdfCr85QhkPguSLqQIJGzvYyeryCF-w.png" githubPath="en/Plug-ins or Profile Integration/Ocean MD/Profile eReferral Powered by Ocean MD/assets/Y7htdfCr85QhkPguSLqQIJGzvYyeryCF-w.png" position="flex-start" showCaption="false"} | Indicates the date that the eReferral was recieved by the provider you sent the eReferral to. | | | **Decision**
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/-_G4B9Wbx0HhOajyyT0jE_rtoljjaxko2xjgniwhumchl8kyw4akdsgw.png" size="30" isUploading="false" initialPath="assets/RtOlJJAXKO2XJgnIwhUMchL8Kyw4akDSGw.png" githubPath="en/Plug-ins or Profile Integration/Ocean MD/Profile eReferral Powered by Ocean MD/assets/RtOlJJAXKO2XJgnIwhUMchL8Kyw4akDSGw.png" position="flex-start" showCaption="false"} | 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. 1. 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. 2. Click on each document to view them individually. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/7DAw1rywdJPaEP6B_gGmT_ktbtj4jdnca-ps4y8xgj-ldrx1bt-xa8a.png" size="100" isUploading="false" initialPath="assets/KtBTJ4JdncA--ps4Y8xgj-ldRx1bt-xa8A.png" githubPath="en/Plug-ins or Profile Integration/Ocean MD/Profile eReferral Powered by Ocean MD/assets/KtBTJ4JdncA--ps4Y8xgj-ldRx1bt-xa8A.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} A new window will open with the selected document included. ::: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ggBfcyDiyspRW68CN6ioo_q8jpfl8oqi-rbtajwo1bnfh99uhtogmq.png" size="82" isUploading="false" initialPath="assets/Q8J_pfL8oQI-Rb_TAjWo1BNFH99uhtogmQ.png" githubPath="en/Plug-ins or Profile Integration/Ocean MD/Profile eReferral Powered by Ocean MD/assets/Q8J_pfL8oQI-Rb_TAjWo1BNFH99uhtogmQ.png" position="flex-start" showCaption="false" indent="2"} :::hint{type="info"} **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. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/lKI1WakgHfZjfgVbnolLJ_gambxzlfuyx654ikpyw0jheutc3d2mh7w.png" size="69" isUploading="false" initialPath="assets/gaMbXZLFuyx6_54iKPyw0jhEutc3d2mH7w.png" githubPath="en/Plug-ins or Profile Integration/Ocean MD/Profile eReferral Powered by Ocean MD/assets/gaMbXZLFuyx6_54iKPyw0jhEutc3d2mH7w.png" position="flex-start" showCaption="false"} ::: ## 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:-Fr8jDN6w5EXJdmsUeU7b) - [Profile eReferral Powered by Ocean](docId:1RwuPgyPAkXn2phnUXX92) - [Ocean eReferral Configuration](docId\:yacoX5nLM1WVDt-vSvlFQ) - [FAQ: Profile eReferral Powered by Ocean](docId\:QR--RcI16_YQYc6TXFBqk)