eForms in Ocean's Core Library

There are over 2000 Ocean eForms in our core eForm library, available for all Ocean users to use. You can view this set of available forms in our Clinical Resource Library, the eForms tab of the Ocean Portal, and/or the attached comprehensive list of core Ocean eForms (as of March 2017).

Clinical Resource Library Ocean Portal: eForms Tab Comprehensive List

You can browse through Ocean's core library of eForms in our Clinical Resource Library. There, PS Suite users can also search for specific custom forms.


Sharing & Importing eForms between Ocean Sites

When you create an Ocean eForm of your own, by default, it is included in our shared public directory of forms. Therefore, any Ocean community will have access to your form and will be able to import the eForm into their own Ocean site to customize and/or use themselves.

Sharing eForms Importing Shared eForms

Follow the steps below to control whether or not your eForm is listed in the Ocean public directory.

  • Open your form in the eForm Editor.
  • Click on the Actions menu at the top right and select "eForm Properties".
  • Navigate to the "Sharing & Licensing" tab in the eForm properties.
  • Either check off or remove the checkmark beside "List in directory" to either list or not list your form in our shared directory, respectively.

Keeping Track of eForm Changes with eForm History

eForm History is a powerful feature in the eForm Editor that allows you to review changes made to a form and/or restore the form to any earlier saved versions.

    • eForm History can be found within any eForm in the “Action” menu located in the top right corner of the eForm Editor.
    • You can view your form's eForm History by selecting “View EForm History” from the dropdown “Action” menu.
    • From the dialogue box that appears, you’ll be presented with a list displaying the entire revision history of the eForm, from its initial creation to the latest edit.
    • Note: A new entry is added every time the “Save Changes” button is clicked.
    • Each entry lists a creation timestamp, the user who made the changes, and two buttons: “Preview” and “Revert” (as described below).
  • Preview

    • This will open a new window showing a preview of what the eForm looked like at the selected version. You can walk through and test the eForm from the perspective of a patient, as well as see what the resulting clinical notes will look like in your EMR (in the floating blue box).
  • Revert

    • This will reset the eForm back to the selected version. Once this button is pressed, a dialogue will appear to allow you to confirm your choice. Keep in mind that any subsequent changes made in newer versions will be overwritten once a reversion takes place.