PS Suite: Upgrading the Ocean Custom Form

  1. Download the new custom form file.

    • Insert the Ocean custom form into a dummy patient chart by clicking on the Ocean logo on the toolbar.
    • Click the "Settings" button on the Ocean custom form and enter your Ocean username and password to access the administration menu.
    • Choose "Update Ocean Custom Form". This will automatically download the latest custom form onto your computer's "Downloads" folder (or wherever your browser normally downloads files).

If you don't have an Ocean username/password:

Download the Ocean Custom Form

If you can't remember your Ocean username and password:

Go to the Ocean sign in page and select "Forgot Password".

  1. Import the new custom form file into PS Suite.

    • Back in PS Suite, the "Edit Custom Forms" dialog box should have automatically opened.
    • In the Edit Custom Forms window, select "File" and then "Import Form(s)".
    • Locate the .cfm file that was downloaded. (This will typically be in your computer's "Downloads" folder if you've downloaded the file recently.)
    • Select "Choose" and close the Custom Forms window.

Checking your new Ocean custom form version:

  • Note: PS Suite will keep old versions of any existing custom forms in charts, so if you have an inserted the Ocean custom form into a patient's chart in the past, you'll need to remove the old custom form (by clicking "Remove") and re-insert the Ocean custom form. The new version number should appear in the bottom left of the custom form, between the Ocean logo and the site number.
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