PS Suite: Creating a PDF attachment to Add to a Secure Message

Ocean makes it easy to select and 'green bar' notes in a patient chart in PS Suite to be exported as a PDF file on the desktop. The file can then be uploaded to an Ocean Online secure message or eReferral.

  1. Find the note(s) in the file that you want to generate as a PDF attachment.
  2. Check the box next to the note to enable the "green bar".
  3. Click on the paperclip attachment icon on the Ocean custom form (next to “Email Patient”).
  4. This will generate a temporary PDF file on your computer's desktop (the file will be removed after 5 minutes and/or when you exit PSS).
  5. Once the PDF has been generated, it can now be opened, printed, and/or attached to a secure Ocean message.

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