How do I set up an eRequest on my website?

To enable eRequests, you must first "claim" your site in the Ocean directory. If you can't find it, you might need to add it first (there is a menu in the top right corner to "add listing").

Once you've claimed your site, you'll need to apply to accept eReferrals: this is a step designed to ensure that other clinicians can trust the authenticity of referral sites.

We'll get notified and approve your eReferral status within 24 hours or so. You'll get an email telling you that you're ready to accept eReferrals.

Finally, login to the Ocean portal (, go to the Admin tab and add an eRequest. You'll need to pick the form that you want to appear. You can pick a favourite if you want multiple forms to appear in sequence. You can choose whether the eRequest will be for physicians (e.g. a requisition form) or for patients (e.g. intake, Rx renewal requests, etc.).

The eRequest will be assigned a unique hyperlink. You can use this as a link as a link from your website or embed it as an iFrame. For some examples, check out our product page.

If you are using an EMR with native integration, you'll want to read about how you can import eRequests into it in the next article.


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