Module 5: Ocean eRequests

Module 5 Agenda

Basic Concepts for eRequests What is an eRequest?

The Directory Introduction and seeing how it is used

Working with eRequestsSigning up, managing your list and managing eRequests

eRequest LinksAdding eRequest Links to your clinic website

What are eRequests?

Secure, structured messages to your clinic from other health service providers or patients• We refer to eRequests from one clinician to

another as eReferrals Secure, structured messages from your clinic to

other health providers Secured using Ocean public/private key

infrastructure Simple to participate, irrespective of your EMR (or

lack of EMR)

How do eRequests fit into Ocean Part 1

2013: Tablets for patients in your waiting room 2014: Ocean Online web questionnaires for

patients at home prior to a visit 2015: eRequests for patient self-service on your

website

How do eRequests fit into Ocean Part 2

Ocean connects patients to clinicians Ocean connects patients to researchers Ocean connects clinicians to clinicians

Some theory: public/private keys

A "public/private" keyset allows a piece of data to be encrypted using the public key and decrypted with the private key• Like a locked mailbox

When you sign up for Ocean eRequests, Ocean will automatically generate a secure public/private keyset

The private key is stored in Ocean encrypted with your shared encryption key (don't lose it!!)

The Ocean eReferral Directory

The Ocean eReferral Directory is a directory of referral targets for clinicians

EMR integration allows GPs to load patient information to overlay on the directory

Supplemented with information from public directory listings Physicians can print, fax or eRefer (if available) from the

directory pages Referral targets may be claimed by an Ocean site

• Add a logo, own your listing information, customize your requisition forms

Anyone can edit unclaimed referral targets

Sending an eReferral

Keyword based search with proximity-based rankings (to patient's home)

Single-sign-on for EMR users to find health services near patient

Sending an eReferral

Structured, customizable referral form prepopulated from EMR

Getting set-up for eRequests

One-time setup here documented here:• http://www.cognisantmd.com/docs/erequest-setu

p/

Once configured, manage your listing in the admin tab

Managing your directory listing

Describe your services for other docs hereManage your health

services here. Add wait times and other

info by clicking on them.

Set your default referral form here.

Receiving eRequests

Email notifications when new eRequests arrive

Different folders for different lifecycle stages

Clicking a referral opens it

Search by last name, health service, eRequest type or referring clinician

Receiving eRequests Best Practices

Keep your "new" box clean!

eRequests are not kept long-term in Ocean so you must export referrals for archival purposes offline each month

Working with eRequests

Contact information at top, as sent by clinician

Includes note as generated by eRequest form

Appointment booking notification to both GP and patient by default

Bidirectional messaging with GP clinic

Action menu at top allows Ocean Online questionnaires to be sent directly

Encrypted file attachments

eRequest Lifecycle (Simple)

New

Pending Contact

Booked

Declined

eRequests start in the new state. These need to be accepted or declined promptly.

If an eRequest has been accepted, it moves to pending contact state until an appointment has been booked.

You may decline a new referral for a variety of reasons. You will be prompted to provide a reason to a referring clinician.

When an appointment is booked, the GP and the patient are notified. A confirmation checkbox will be checked when either the GP or the patient click "confirmed" in the email.

Advanced Referral Management

Advanced Referral Management can be enabled in the admin tab of your Ocean site

Provides additional lifecycle states for eRequests, such as "seen" and "walk-in"

Provides referral review capabilities and the ability for a clinician to annotate an eRequest with a (you guessed it) Ocean form to generate a clinical assessment• Default example is a radiology protocol

assessment

Adding an eRequest Link to your Website Once you have signed up for eRequests, you can

add any eRequest form to your website in the admin tab

Name of eRequest

The URL you can use on your web-

site

Configuring eRequest Links

Choose whether re-stricted to clinicians

The patient will be redi-rected here when com-

plete

List of eForms that will be presented sequentially

Feedback Survey