Sending eReferrals: At A Glance

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

  1. Set Up Delegate User(s) for Your Ocean Account (optional)
    • If you work with an MOA, receptionist, nurse, resident or student who will be sending eReferrals on your behalf, you will want to invite them to create an Ocean user account and set them as your clinical delegate.
  2. 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 eReferral Network to initiate your referral.
  3. Select an eReferral Site
    • Search for your desired referral site to create your eReferral.
  4. Add / Manage Favourites using the Ocean Health Services Directory (optional)
    • If your clinic most often sends eReferrals to a specific destination clinic or group of clinics, you may want to save these sites as Favourites. This will allow for easy and efficient sending of Ocean eReferrals to your preferred clinics.
  5. Send Your eReferral
    • Complete the eRequisition form and send your referral off to the referral site.
  6. 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. 

Set a Delegate User for Your Ocean Account

This step is an optional part of setting up an Ocean eReferral sender who will be sending online messages or eReferrals on your behalf.

  • Email notifications for eReferrals sent out by a delegate user will be sent to BOTH this delegate user's email and the "Referral Notification Email" or "Clinical Delegate Email" address of the user who they are a delegate under (this is defined in the user's View My Account page).
  1. Invite your delegate(s) to create an account on your Ocean site.

    • Log in to the Ocean Portal and navigate to the Admin tab.
    • Enter the Users section (selected from the menu along the left).
    • Scroll to the bottom of the page and click the "Invite Colleague..." button (on the right hand side of the page).
    • Enter your colleague's email address and select "OK".
    • Your colleague will receive an email prompting them to create an Ocean user account.
    • Once your colleague has created an Ocean account, they will be automatically added to your site.
  2. Add your delegate(s) as a delegate user on your account.

    • Log into the Ocean Portal.
    • Click your name in the top right hand corner and select "View My Account" from the menu of dropdown options.
    • Select "Add Delegate" and select the username(s) of the user that you want to add as your clinical delegate(s). You can add any number of delegates to be associated with your Ocean user account.
    • You can select one of your delegates to be your primary delegate. Only this primary delegate will be covered under your own Ocean Online subscription (if applicable).

Note: The primary delegate MUST be either an MOA, receptionist, nurse, resident or student.


Initiate Your Ocean eReferral

  1. Initiate your eReferral.

    • With an Ocean account, you can initiate an Ocean eReferral the EMR link to the Ocean eReferral Network or directly from the Ocean eReferral Network website.
PS Suite Users Accuro Users OSCAR Users
  • Insert the Ocean custom form and select "Find Health Service".
  1. View the Ocean eReferral Network.


Select an eReferral Site

  • Choose a service and/or search for a specific site in the Ocean eReferral Network. Once you find the service and/or site that you're looking for, select it and click "Send eReferral".
  • If the "Send eReferral" button isn't there, the site you've chosen does not accept eReferrals. However, you can still print a paper referral for that site by clicking "Print eReferral".

Add / Manage Favourites using the Ocean Health Services Directory

This step is an optional part of setting your site up to easily and efficiently send Ocean eReferrals to preferred destination clinics.

To begin, navigate to the Ocean Health Services Directory.

  • If you aren’t already signed into your Ocean account, do so using the blue “Sign In” button located at the top right corner of the screen or by clicking the “Sign In to view your favourites” link located in the left-hand column of the screen.
  • Favourites 1

Note: You will not be able to add or manage favourite listings if you are not logged into your Ocean account.

Adding a Favourite Viewing Favourites Managing Favourites Favourites Groups
  • Search for and select the listing in the Ocean Health Directory that you want to add as a favourite.
  • You’ll then be presented with an overview screen displaying such details as the listing’s contact information, distance, and services offered.
  • Note the light blue “Add to Favourites” button. Clicking this button will open a dialogue window that will ask you where you would like to save the selected listing.
  • Favourites 2
  • Choosing “My Personal Favourites” will save the listing to your individual Ocean account’s Favourites. Other users belonging to your Ocean Site will not be able to view any of these Favourites.
  • Choosing “My Site’s List of Favourites” will make the selection available to all the other users attached to your Ocean Site.

Send Your eReferral

  • Complete the eReferral form, as required. If you sending a referral from an EMR link, your patient's demographic information will autopopulate the form.
  • Click the "eRefer" button to send your eReferral.
  • Once sent, you will see a confirmation window. If you are using a non-integrated EMR, you can copy and paste this information directly into your patient's chart in your EMR.

View & Track Your eReferral

  1. View your eReferral.

PS Suite Users Accuro Users OSCAR Users
  • You can view and track the status of your referral directly within the patient's chart.
  1. Check the status of your eReferral.

    • If you are a PS Suite or OSCAR user, your eReferral activity will be automatically updated in your patient's chart.
    • If you are using Accuro or 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 liked 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".