PS Suite: Installing an Ocean Toolbar

Clinics have the option of installing an Ocean toolbar, for quicker insertion of the Ocean custom form into a patient's chart. To install an Ocean toolbar into your PS Suite EMR, please follow the steps outlined below.

STEP 1: Create or download an Ocean toolbar custom form

Most Ocean clinics use the standard Ocean toolbar or the family-medicine-oriented toolbar.

Standard Ocean Toolbar:

Family Medicine-Oriented Toolbar:

You may prefer to search the Ocean Clinical Resource Library for other toolbars.

Feel free to make customizations to the toolbar in the PS Suite custom form editor.

STEP 2: Install the toolbar custom form (.cfm) file

The Ocean Toolbar custom form is imported just like any other PS Suite custom form:

1. Open the EMR ("Records") window within PS Suite.

2. From the Settings menu, choose "Edit Custom Forms...".

3. Choose "Import Form(s)..." from the dialog's File menu.

4. Locate the toolbar file that you just downloaded (e.g. OceanToolbar.cfm). Generally, downloaded files will be saved into your computer's "Downloads" folder.

5. Click "Choose" to import the form in PS Suite.

6. Click "Done" to close the Edit Custom Forms window.

STEP 3: Create a reminder to trigger the toolbar

1. Open the EMR ("Records") window within PS Suite.

2. From the Settings menu, choose "Edit Reminders...".

3. Add a new reminder by selecting "Add Reminder" from the dialog box's Edit menu.

4. Give the reminder a descriptive name, such as "Ocean Toolbar".

5. Click "Add Line" to add criteria to the reminder. From there, choose some criteria to specify when you would like the toolbar to show. If you simply want the toolbar to show for all users and for all patients, you can enter some criteria that is true for all patients, such as the patient’s age being less than 200. Alternatively, you can add additional criteria to make it show only for certain users or certain patient populations.

6. Click the “Show Custom Form or Stamp” radio button, then choose your toolbar custom form to show for this reminder from the dropdown menu.

7. Click "Done" to save the reminder and close the dialog box.

8. Open a patient chart to view the toolbar.

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