Creating Separate Bills for Different Ocean Services

Using Ocean subsites, you can now create separate billing for each tablet, as well as other Ocean features (e.g. Ocean online, eRequests etc.). Subsites are especially helpful for sites with concurrent Ocean projects funded by different sources or for different clinicians paying for separate products.

To enable subsite billing:

  1. Login to the Ocean portal.
  2. Navigate to the Admin tab and enter the "Billing" section (accessed from the left-hand side of the screen).
  3. Click the "Add Subsite" button to add the different subsites that need to be billed separately.

 

Now you can specify subsites for each of your Ocean products:

For Tablets:

  1. Log in to the Ocean portal.
  2. Navigate to the Tablets tab and click on the tablet that you wish to change.
  3. Click on the lock icon next to subsite. The icon should change to a folder, instead of a lock symbol.
  4. Select the appropriate subsite from the dropdown menu beside the folder icon.

For Ocean Online:

  1. Log in the Ocean portal.
  2. Click on your name at the top right hand corner. Choose "View My Account" from the dropdown menu options.
  3. Beside "Subsite Reference", select the appropriate subsite from the dropdown menu.

For Ocean Studies:

  1. Log in to the Ocean portal.
  2. Navigate to the Studies tab and choose "Configure" next to the study that you wish to modify.
  3. Beside "Subsite Reference", select the appropriate subsite from the dropdown menu. 

For Ocean eRequests:

  1. Log in to the Ocean portal.
  2. Navigate to the Admin tab and enter the "eRequest Links" section (from the menu on the left-hand side of the screen).
  3. Choose "Configure" next to the link that you wish to modify.
  4. Beside, "Subsite Reference", select the appropriate subsite from the dropdown menu. 

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