Receiving and Managing Incoming Ocean eReferrals

Overview

Cerebrum’s Ocean eReferral interface lets clinics receive and manage electronic referrals directly from Ocean or other EMRs.
This article explains how to:

• Access and view new eReferrals

• Review referral information

• Accept, reject, or cancel referrals

• Update key referral details

1. Accessing eReferrals

1. Log in to Cerebrum.

2. Go to Upload Reports → eReferrals in the left-hand menu.

3. The eReferral List shows all referrals with filter options for:

   • Date range

   • Patient name

   • Requester name

   • Referral status (e.g., Received, Accepted, In Progress, Completed)

Tip: Referral workflow typically follows:
Received → Accepted → In Progress → Completed
(Referrals can also be Rejected or Cancelled.)

2. Viewing Referral Details

Click any referral in the list to open its details.

Referral screen layout

• Left column: Patient and referral information (requester, performer, status).

• Middle column: Referral documents and appointments.

• Right column: Notes (internal) and Messages (communication with Ocean).

Notes:

• Click the patient name to view demographic details (DOB, phone, health card number).

• Use the Messages tab to view or send communications to the referrer.

3. Accepting a Referral

1. Click ACCEPT at the bottom of the referral.

2. Review the patient and provider matching details.

3. If the patient already exists in Cerebrum, confirm the match.

4. If not, a new patient record will be created automatically.

5. Click Confirm to accept the referral.

Note: If the patient lacks an OHIP number, you must manually match or add the patient before accepting.

4. Editing Accepted Referrals

After acceptance, you can modify:

• Performer practitioner or location

• Due date

• Procedures

• Reason and Action on Abnormal

You can also:

• Click REQUEST INFO to ask the referrer for additional details.

• Click CANCEL to cancel the referral (a reason is required).

5. Rejecting or Cancelling a Referral

Rejecting a Referral (before acceptance)

• Click REJECT, enter a reason, and confirm.

Cancelling a Referral (after acceptance)

• Click CANCEL, provide a reason, and confirm cancellation.

Quick Reference — Common Actions

Action	Where to Find It	What It Does
View eReferrals	Upload Reports → eReferrals	See all referrals and filter
Accept	Bottom of referral	Confirm patient & accept
Reject	Bottom of referral	Decline referral with reason
Book Appointment	Middle column (+)	Create and link appointment
Send Message	Right column → Messages	Communicate with referrer
Complete	Bottom of referral	Close the eReferral