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. To download and learn how to install the Ocean custom form, please refer to "Download & Install the Ocean Custom Form and Toolbar".

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 pre-selected as "Favourites" in the Ocean web portal. To learn how to set up your eForm favourites, please refer to "Configure eForm Favourites".
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). Please refer to "Basic Online Messaging Workflow" to learn more about how to send 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 "Creating a PDF attachment to Add to a Secure Message".
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 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 eReferral Network directly, where you can send and/or receive eReferrals, if you are set up as an Ocean eReferrer. For more information, please visit the Ocean eReferral Network website.
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