User Guides

​​​​​​​​​​​​​​​​​​​​​​​​New to eRefer​​rals?

If you've been invited to use eReferrals by your site, refer to:

If your site is entirely new to eReferrals, submit an Intake Form​ to get started​​.​​

Existing U​​sers

​​​​​​​​​​​​​​​​​​​​​​​​​Select your EMR below for step-by-step guides to set up and use eReferrals at your site.

Note: If your EMR is not listed below, please refer to the Web Portal section.​

Accuro (QHR)
Send e​​Refe​rrals
  • Send an eReferral in Accuro: guide​ | video
  • Add attachments to a new eReferral in Accuro: guide | video
  • Add attachments to an existing eReferral in Accuro: guide | video​​
​Receiv​e eR​eferrals
  • Receive an eReferral in Accuro: guide | video
  • Add an appointment to an eReferral in Accuro: guide | video​​​
Site Admin Activities​ 

Note: you must be a Site Admin to perform these tasks.

  • Create an Ocean site: guide

  • Invite users to join your Ocean site: guide​

  • Configure eReferral settings in Ocean: guide

  • Import a referral form to your Ocean site: guide​

  • Set up canned responses in Ocean: guide | video

  • Create or update ​​a Directory Listing for Receiving Sites: guide​

  • ​Directory Listing ​​description template for Receiving Sites: guide

  • Create or update a Directory Listing for Sending Sites: guide​

  • Directory Listing description template for Sending Sites: guide

  • Set up Shared Encryption Key: guide

  • Apply to Regional Authority: guide​

Ge​​neral User Activities​
  • Create a user account in the Ocean portal: guide
  • Create an Ocean user account from an email invitation: guide
  • ​​​Update Ocean user account settings: guide
  • Add a clinical delegate in Ocean: guide
  • Update your clinical contact information in Ocean (Physicians): guide​
  • Using notes on an Ocean eReferral: video
  • Make private notes on an Ocean eReferral: guide
  • Update Ocean user email notification settings: video
  • Set up Shared Encryption Key (Step 4: OPTION 2 only): gui​de​

Med Access (Telus)
Send eRe​ferrals

  • S​​​end a​n eReferral in Med Access: guide | vid​eo​
  • Add attachments to a new eReferral in Med Access: guide​ | video
  • Add attachments to an existing eReferral in Med Access: guide​ | video
  • Update an eReferral after sending in Med Access: guide​
​Receive eReferrals

  • Recei​ve an eReferral in Med Access: guide | vid​eo
  • Add an appointment to an eReferral in Med Access: guide | video​
Site Admin Activities

Note: you must​ be a Site Admin to perform these tasks.

  • Create an Ocean site: guide

  • Invite users to join your Ocean site: guide

  • Configure eReferral settings in Ocean: guide

  • Import a referral form to your Ocean site: guide​

  • Set up canned responses in Ocean: guide | video

  • Create or update ​​a Directory Listing for Receiving Sites: gu​ide​

  • ​Directory Listing ​​description template for Receiving Sites: guide

  • Create or update a Directory Listing for Sending Sites: guide​

  • Directory Listing description template for Sending Sites: guide

  • Set up Shared Encryption Key: guide

  • Apply to Regional Authority: guide​

General User Activities

  • Create a user account in the Ocean portal: guide
  • Create an Ocean user account from an email invitation: guide
  • ​​​Update Ocean user account settings: guide
  • Add a clinical delegate in Ocean: guide
  • Update your clinical contact information in Ocean (Physicians): guide​
  • Using notes on an Ocean eReferral: video
  • Make private notes on an Ocean eReferral: guide
  • Update Ocean user email notification settings: video
  • Set up Shared Encryption Key (Step 4: OPTION 2 only): gui​de​
​​​​​

Oscar Pro (WELL Health)
Send eRef​errals

  • Send an eReferral in OSCAR Pro: guide | video

  • Add attachments to a new eReferral in OSCAR Pro: guide | video​

  • Add attachments to an existing eReferral in OSCAR Pro: guide | video​

Receive eRefe​rrals​​

  • ​Receive an eReferral in OSCAR Pro: guide | video​

  • Add an appointment to an eReferral in OSCAR Pro: guide | video​​​​

Site Admi​n Activities

Note: you must be a Site Admin to perform these tasks.

  • Create an Ocean site: guide

  • Invite users to join your Ocean site: guide

  • Configure eReferral settings in Ocean: guide

  • Import a referral form to your Ocean site: guide​

  • Set up canned responses in Ocean: guide | video

  • Create or update ​​a Directory Listing for Receiving Sites: gu​ide​

  • ​Directory Listing ​​description template for Receiving Sites: guide

  • Create or update a Directory Listing for Sending Sites: guide​

  • Directory Listing description template for Sending Sites: guide

  • Set up Shared Encryption Key: guide

  • Apply to Regional Authority: guide​

General ​User Activities

  • Create a user account in the Ocean portal: guide

  • Create an Ocean user account from an email invitation: guide

  • ​​​Update Ocean user account settings: guide

  • Add a clinical delegate in Ocean: guide

  • Update your clinical contact information in Ocean (Physicians): guide​

  • Using notes on an Ocean eReferral: video

  • Make private notes on an Ocean eReferral: guide

  • Update Ocean user email notification settings: video

  • Set up Shared Encryption Key (Step 4: OPTION 2 only): gui​de​​

Plexia (MEDFAR)
Send eReferrals
  • Send an eReferral in Plexia:
  • Add attachments to a new eReferral in Plexia: ​
  • Add attachments to an existing eReferral in Plexia: ​
 ​Receive ​eReferr​​als

  • ​Receive an eRef​​erral in Plexia: ​
Site Ad​​mi​n Activities
Note: you must be a Site Admin to perform these tasks.
  • Create an Ocean site: guide​
  • Invite users to join your Ocean site: guide​
  • Configure eReferral settings in Ocean: guide
  • Import a referral form to your Ocean site: guide​
  • Create or update ​​a Directory Listing for Receiving Sites: guide​​
  • ​Directory Listing ​​description template for Receiving Sites: guide
  • Create or update a Directory Listing for Sending Sites: guide​
  • Directory Listing description template for Sending Sites: guide
  • Set up Shared Encryption Key: guide
  • Apply to Regional Authority: guide​
General ​User Activ​​​​ities
  • Create a user account in the Ocean portal: guide​
  • Create an Ocean user account from an email invitation: guide
  • ​​​Update Ocean user account settings: guide
  • Add a clinical delegate in Ocean: guide​
  • Update your clinical contact information in Ocean (Physicians): guide​​
  • Update Ocean user email notification settings: video​
  • Set up Shared Encryption Key (Step 4: OPTION 2 only): guide​
​​

Web Portal

​Sen​​d​​​ eReferrals

  • Send an eReferral in the Ocean web portal: guide | video

  • Add attachments to a new eReferral in the Ocean web portal: video​

  • Update ​an eReferral after sending in the Ocean web portal: guide​

Receive eRef​​errals​​

  • Receive an eReferral in the Ocean web portal: guide | video

  • Add an appointment to an eReferral in the Ocean​ web portal: video

Site Admin Acti​​vities

Note: you must be a Site​ Admin to perform these tasks.

  • Create an Ocean site: guide

  • Invite users to join your Ocean site: guide

  • Configure eReferral settings in Ocean: guide

  • Import a referral form to your Ocean site: guide​

  • Set up canned responses in Ocean: guide | video

  • Create or update ​​a Directory Listing for Receiving Sites: gu​ide​

  • ​Directory Listing ​​description template for Receiving Sites: guide

  • Create or update a Directory Listing for Sending Sites: guide​

  • Directory Listing description template for Sending Sites: guide

  • Set up Shared Encryption Key: guide

  • Apply to Regional Authority: guide​

General User Activi​ties

  • Create a user account in the Ocean portal: guide

  • Create an Ocean user account from an email invitation: guide

  • ​​​Update Ocean user account settings: guide

  • Add a clinical delegate in Ocean: guide

  • Update your clinical contact information in Ocean (Physicians): guide​

  • Using notes on an Ocean eReferral: video

  • Make private notes on an Ocean eReferral: guide

  • Update Ocean user email notification settings: video

  • Set up Shared Encryption Key (Step 4: OPTION 2 only): guide

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