Processing and Completing Ocean eReferrals

Overview

Once a referral is accepted, clinics can manage appointments, communicate with referrers, review messages, and complete the referral workflow in Cerebrum.

This article covers:

• Booking and linking appointments

• Sending and receiving messages

• Reviewing referral updates

• Completing the referral process

1. Booking Appointments

1. In the referral details, click the (+) icon under Appointments.

2. The appointment form auto-fills patient, requester, and performer details.

3. Adjust as needed and click Create Appointment.

4. Once booked:

   • Referral status updates to In Progress.

   • The appointment appears in the Daysheet (click to open).

Attaching an eReferral to an Existing Appointment

If an appointment is scheduled outside of the e-referral page (i.e., not created directly from within the referral), Cerebrum provides an option to attach the e-referral to an existing appointment.

This allows clinics to properly link the referral to previously booked appointments, ensuring full continuity of the referral workflow and accurate completion tracking.

2. Messaging with Ocean

1. Open the Messages tab in the referral.

2. Type your message and click Save to send it to Ocean.

3. When a reply is received, a notification badge appears beside Messages.

4. Attachments sent from Ocean will appear under Documents.

Tip: When you select REQUEST INFO, the referral status changes to On Hold until a reply is received.

3. Reviewing Referrals

When a message or update is received from Ocean, the referral will display a Need Review flag.

• Open the referral and click REVIEWED to clear the flag.

• The referral cannot be completed until all review flags are cleared.

4. Completing a Referral

After all appointments and follow-ups are finalized:

1. Click COMPLETE at the bottom of the referral.

2. The referral is marked as Finished and removed from active lists.

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