The process for sending a referral through Ocean, aligns with your existing EMHware referral processes. Based on the configuration of your Organization Address Book, sending a referral will bring you into Ocean for specific organizations. Alternatively, you can select the Ocean entry in the "Referred To" section of your referral.

After your referral has been sent through Ocean, EMHware will automatically update the referral entry in the client record to show you which agency/organization you referred the client too.

How to send referral:

Step 1: Open a client record and click the start a new referral "Plus" button 

Step 2: Select the Organization Address book entry type  and Agency/Organization name in the "Referred To" drop down in the Referral Details section.

Step 3: Click "Save" - this will launch you into the Ocean Healthmap for any organizations set to have referrals sent through Ocean in the Agency Address Book.

Note: If you want to know that the agency you are referring to has been set to receive referrals from your organization through Ocean, scroll down past the "Outbound Referral Details" section, if there are no additional sections, then upon saving, the Ocean Healthmap will be launched to complete the referral.

Step 1:

Step 2 & 3:

Note:

After referral has been sent through Ocean:

After you have completed the referral through Ocean, the client record will be updated with the Agency Name that you referred the client to. This information will show in both the referral summary and referral detail pages.