Sending eReferrals: At A Glance

Get started with sending eReferrals through Ocean by reading through this handy getting started guide.

  1. Initiate Your Ocean eReferral
    • You can access the Ocean eReferral Network from the link in your EMR (for integrated EMRs) or directly from the Ocean Healthmap to initiate your referral.
  2. Select an eReferral Site
    • Search for your desired referral site to create your eReferral.
  3. Send Your eReferral
    • Complete the eRequisition form and send your referral off to the referral site.
  4. View & Track Your eReferral
    • You will receive email notifications about the status of your referral(s).
    • From there, you can view and track the status of your referral from within your EMR and/or the eRequests tab of the Ocean Portal.
Visit the Ocean eReferral Network website to access downloadable resources and to learn more about Ocean eReferral Network. 

Initiate Your Ocean eReferral

  1. Initiate your eReferral.

    • With an Ocean account, you can initiate an Ocean eReferral using a link from your EMR to the Ocean eReferral Network or directly from the Ocean Healthmap.
PS Suite Users Accuro Users OSCAR Users
  • Click the "Refer" button on the Ocean toolbar in the patient record.
  1. View the Ocean eReferral Network.

    • The EMR specific "Refer" or "Find Health Service" links will take you directly to the Ocean Healthmap.
    • Note: Log in to the Ocean Healthmap with your Ocean user credentials if your user name does not appear in the top right so that your provider details are autopopulated in the eReferral.

Select an eReferral Site

  • Choose a service and/or search for a specific site in the Ocean Healthmap. Once you find the service and/or site that you're looking for, select it and click "Send eReferral".
  • If you are looking to send a test referral, use the toggle on the left hand side of the screen to access test mode.

Note: A green arrow icon indicates if a listing accepts eReferrals in search results.

If the "Send eReferral" button doesn't appear on a listing, the site you've chosen does not accept eReferrals. However, you can still print a paper referral for that site by clicking "Print eReferral".


Send Your eReferral

  • Complete the eReferral form, as required. If you initiated the referral from an integrated EMR, patient contact information and other required details will be automatically pre-populated. Complete the remaining fields as required.
  • If you are sending an eReferral as a a delegate, you will need to select the appropriate provider that you are referring on behalf of (from the dropdown menu at the top of the "Referrer Information" panel).
  • Click the "eRefer" button to send your eReferral.
  • Note: If the referral listing you are sending to is under a regional authority, you must accept the agreement located beside the “eRefer” button the first time an eReferral is being submitted.
  • Once sent, you will see a confirmation window with the option to print a copy of the referral for the patient.
  • The eReferral will then be documented in the patient's chart.
  • PS Suite Accuro OSCAR Other EMR

    The referral note and Ocean eReferral form are automatically downloaded into the patient chart. An internal PS message can also be triggered to the PS user/group of your choice, so they can follow up on the referral, in the specified number of days.


View & Track Your eReferral

View your eReferral.

PS Suite Accuro OSCAR Other EMR
  • You can view and track the status of your referral directly within the patient's chart from the Ocean eReferral form.

Check the status of your eReferral.

PS Suite Accuro OSCAR Other EMR
  • When the status of the eReferral changes, the Ocean eReferral form in the patient chart will automatically be updated. You can access and review the status at any time from the patient chart. Click "Open" for more details.
  • When the status of the eReferral changes, the Ocean eReferral will be automatically updated in the Ocean Portal. To access the eReferral window, select the patient in Accuro and click the “Dashboard” CDS button at the bottom of the screen to open the patient’s Ocean dashboard and view the status of the any active eReferrals.
  • When the status of the eReferral changes, the Ocean eReferral will automatically be updated in the Ocean Portal. To access the eReferral window, open the “Encounter” window for the patient. Click the “eReferrals” link on the Ocean toolbar to open the patient’s Ocean dashboard and view the status of the any active eReferrals.
  • If you are using a non-integrated EMR, you can view and check the status of your eReferral in the eRequests tab of the Ocean Portal.

If you've linked your referral to your own Ocean account, you will also automatically receive email updates when the status of your eReferral changes (i.e. if it's booked, cancelled, or changed). More details about these email updates can be found in the article "eReferral Notification Email Rules".