Set up and use eReferrals

​​​​​​​​​​​​​​​​​​​​​​​​​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.​

QHR Accuro

Send e​​Referrals
  • 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​​

Ge​​neral 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

Telus Med Access

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

General 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
​​​

WELL Health Oscar Pro

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

General 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

Web Portal

​Send​​​ 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 eReferrals​​
  • Receive an eReferral in the Ocean web portal: guide | video
  • Add an appointment to an eReferral in the Ocean​ web portal: 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

General 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
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