PS Suite: Guide to the Ocean Custom Form

The Ocean custom form for PSS will allow you to access Ocean directly from the patient's chart.

This article will describe the various Ocean features that can be accessed from the custom form. You can download the Ocean custom form here. For instructions on how to install the Ocean custom from, please refer to this article.

3-Digit Patient Ref:
The 3-digit number above the "Add Favourite" button is the patient's Ocean reference number. When this number is entered into the Ocean Tablet app, it will subsequently pull up any eForms that have been queued for this specific patient (in addition to eForms that are triggered based on Tablet Rules).
Add Favourite:
This will allow you to select certain form(s) for the patient that you have preselected as "Favourites" in the Ocean web portal. To learn how to set up your eForm favourites, please refer to this article.
Add Form:
This will allow you to search for and select any form(s) that exist in the eForm library. Once you've selected your form(s), you can enter the patient ref into your tablet for the patient to complete.
Email Patient:
This will allow you to send a secure message or web questionnaire for the patient to receive via email to complete at home. Note that there is a separate fee for online messaging (please refer to our pricing plans). Click here to learn more about sending emails to patient through Ocean.
Paperclip:
The paperclip icon can be used to create PDF versions of clinical notes, which can then be attached to a secure message or printed. To learn more about how to take advantage of the paperclip icon, please see this article.
Open:
This will allow you to open and complete an eForm in a web browser on your own computer. Note that if you do not have an Ocean Online subscription, a per-form completion fee will apply.
Remove:
This will remove the Ocean custom form from the patient's chart.
Portal:
This will launch a web browser and open the Ocean web portal. From the web portal, you can access patient notes that have not yet been downloaded, incoming eRequests, access Ocean Studies settings and data, configuring your tablet settings, creating and browsing through eForms, and configuring your administrative settings.
Help:
This will give you several options to receive support for using Ocean, including accessing our library of support articles, our setup guide, our support team, and the custom form log.
Settings:
This requires you to have an administrative Ocean account. Once you enter your Ocean credentials, you will be able access your site's admin settings, including viewing your Ocean site number, viewing your shared encryption key, updating your custom form, and accessing advanced settings (if needed).
Find Health Service:
This will allow you to access the Ocean Health Services directly, where you can send and/or receive eReferrals, if you are set up as an Ocean eReferrer. More information about Ocean eReferrals can be found here.
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