The default storage time for eReferrals in the Ocean portal is 1 year after the eReferral is sent/received. When an Ocean site receives a warning that eReferrals are scheduled for removal, these referrals will move to the ‘Deletion Warning’ folder. Users can extend the amount of time that Ocean retains these referrals by one of the following methods:
1. Add an Appointment Date: If you are ready to make an appointment for the referral, the referral’s scheduled removal date will be adjusted to 30 days after the appointment date you just provided.
2. Add an Anticipated Time to Appointment: If you are not ready to provide an exact appointment date for the referral, you can add an ‘Anticipated Wait Time to Appointment’ in the Scheduling section of the eReferral. The scheduled removal date will be adjusted to 60 days after the estimated wait time. (Example: If the referral was sent July 31, 2023 and was scheduled for removal on July 31, 2024, entering an Anticipated Wait Time of 18 months would give you a total of 20 months, and the referral would therefore be scheduled to be removed March 31, 2025).
3. Extend the Scheduled Removal Date: If your eReferral is scheduled to be removed from your Ocean site but you are not yet able to provide an exact appointment date, you can extend the scheduled removal date by 60 days. To do this, open your ‘Deletion Warnings’ folder and click the refresh symbol on the far right (see below for example):
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