Self-Serve Forms

Help patients help themselves with Self-Serve Website Forms

With Self-Serve Forms, patients can submit health requests, complete clinical forms, and securely share photos, documents, and more online – all while decreasing the demand on your staff

“As a university health service, our annual rush of new students meant tedious and laborious new chart creation. The registration Self-Serve Form from Ocean allows this process to be boiled down to a few simple clicks.”

Pascal Hodgson

University of Ottawa Family Health Team

How Self-Serve Forms work

Add a Self-Serve Form to your website
Add a Self-Serve Form to your website

Your Self-Serve Form is accessible through a URL generated by the Ocean Platform. Post it on your clinic website or share the link via a secure message to give your patients access.

Receive patient submissions
Receive patient submissions

The clinic receives an email alert in real time when a new request has been submitted. Staff can view submissions in the Ocean Portal and respond as needed.

Approve submissions and import data
Approve submissions and import data

Where appropriate, accepted requests can be imported into the EMR. If a chart doesn’t exist, Ocean can generate a new one and prepopulate the demographics.

Ways to use Self-Serve Forms

New Patient Intake

Receive new patient requests, self-referrals, and even clinician referrals, and allow Ocean to generate new charts based on the information provided.

Service Requests

Limit unnecessary appointments for requests like prescription renewals, school forms, travel cancellation forms, and doctor’s notes by accepting them online.

File Submissions

To support visits, request documents, images or other files from your existing patients, with the option to easily import into the EMR if medically necessary.

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Common questions about Self-Serve Forms


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