How do I send a form to a patient to complete at home (or smartphone)?

Ocean web questionnaires allow you to send forms to patients at home, where they can complete questionnaires on their home computer or mobile device (iPad, iPhone, Android phone, BlackBerry, etc.).

Below is a summary of how to send a web questionnaire. For more detailed instructions on how to send online messages, please refer to "Basic Online Messaging Workflow". To learn about all the possible secure messages settings, please refer to "Ocean Online Message Settings".

  • If you are using PS Suite or OSCAR:

    • Simply add the Ocean eForm/custom form to the patient chart as you normally do for tablet use. Click the "Email Patient" link, which will open a browser window with an email template containing pre-populated patient information.
  • If you are using Accuro:

  • If you are using a non-integrated EMR:

    • You can send emails using the Ocean portal. Find or create the patient in the "Patients" tab and click the patient. From the pop up box, select "Email Patient".
  • Once you're in the Ocean Online Message Editor:

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