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STEP 1: Click the Ocean button in the toolbar to insert the Ocean custom form.
STEP 2: From the Ocean custom form, select the form(s) you would like the patient to complete
You can select a form by clicking on “Add Form” to search or clicking on “Add Favourite” to select from a list of your commonly-used forms (Favourites must be set up in the Ocean Portal).
STEP 3: Select where you want your patient to complete their forms.
- On a Tablet:
- Find the 3- or 4-digit patient number on the Ocean custom form and enter it on the Ocean Tablet homepage.
- From Home:
- Select “Email Patient” on the Ocean custom form to open the email window and send the patient a link to complete the form(s) on their home computer, tablet or smartphone.
- On Your Computer:
- Select “Open” on the Ocean custom form to open the form in a browser to be previewed or completed.
STEP 4: View the clinical note in the patient chart.
Ocean will automatically generate a clinical note based on the patient responses that can be viewed in the patient chart.