PS Suite: Getting Started - Manually Selecting Forms for a Patient

Click here to download a printable PDF version of this guide.

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.

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