PS Suite: Upgrade Instructions for Existing Clients

The new Ocean toolbar has enhanced functionality that replaces the need to insert the Ocean custom form in the chart. You can learn more about these changes in "Moving to the New TELUS API – What You Need to Know".

Step 1: Telus Connection Request Form

Please enter your site number below to check if you need to complete the Telus Connection Request Form:

Step 2: Update your Ocean Custom Form and Ocean Toolbar

Note Regarding Preexisting Toolbars

If you already have this Ocean toolbar installed in your PS Suite, please ensure that the toolbar has the same file name as your existing toolbar. The new Ocean toolbar will replace your existing Ocean toolbar. As a result, any customized links that you may have added will be lost.

Please refer to Download & Install the Ocean Custom Form and Toolbar.
    • Select "OK" when prompted to replace the existing custom form and make sure that PS Suite confirms that your custom form has been replaced successfully.
  1. Create a reminder trigger for your toolbar.

    • Skip this step if you were already using the standard Ocean toolbar.

Note Regarding Custom Toolbars

If you are a clinic with existing custom toolbar(s) that have been customized with a link to Ocean, once the Ocean Toolbar is installed and activated, these extra links to Ocean in existing custom toolbars will be redundant and unsupported. Therefore, we recommend that clinics using custom toolbars remove any Ocean-related links from the custom toolbars and rely on the Ocean Toolbar instead.

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