eReferral Sender Resources (Ocean)

Most Commonly Used Sender Features

Set up Sender Email Notifications

eReferral to eConsult Workflow

Sending eReferrals from a Non-Integrated EMR

Managing your Clinician Information & Clinic Location

Unique Sender Workflows

TReC (Triaging Referrals as an eConsult)

Triaging eReferrals as an eConsult (TreC) is a workflow that allows specialists to respond to referrals with advice, through an eConsult, if they deem appropriate, often eliminating the need for an in-person appointment.

Resource: TReC User Guide for Senders

eReferral via eFax

eFax recipients are not active Ocean participants, referrals sent to them through Ocean arrive as a fax therefore the sending site must update the referral information in Ocean.

Resource:
eReferral via eFax Guide and Videos

Messaging Disabled

In some instances, for example eFax above, the messaging pane will be unavailable in Ocean. If a message needs to be sent to the eReferral recipient this will need to be done by a different method outside of Ocean (fax, phone etc.).

Resource:
Ocean Messaging and Attachment Functionality Disabled

Externally Managed

Some receiver workflows require their incoming referrals to be managed outside of Ocean. In these instances, the receiver directory listing will have a notification that follow up to the receiver needs to be done outside of Ocean.

Resource:
Externally Managed Referrals

Referral Closed Without Appointment Date

Some receiver workflows require them to manage appointment booking outside of Ocean. In these instances, booking details will arrive outside of Ocean (fax, phone, etc.) and will not be visible in Ocean.

Resource:
Referrals Completed without Appointment Details

Resubmit – Unavailable

Ocean has the functionality to resubmit referrals that have been cancelled/declined. Some receiver workflows do not allow this in Ocean. In these instances, the ability to resubmit will not be available.

Resource:
Resubmit/Redirect Cancelled/Declined Referrals