OCAN Core – Part 2:  Filling Out the OCAN Record

Tip:  if you copied data from a previous OCAN record, the new OCAN will be prepopulated with this data; you’ll need to review the record and make changes where needed.

The OCAN Full consists of the:

OCAN Core + Self main page
Information Summary
Information Summary page 2

Use the file menu or the Next/Back buttons to go to different pages of the record.


  • You can save and close the record at any time, and then reopen it later.
  • Use the Cancel Assessment button on the main page to cancel the OCAN at any time (without deleting it); cancelled OCANs will not be submitted to IAR.
  • An asterisk (*) denotes a mandatory field; you won’t be able to mark the OCAN as complete until all mandatory fields are filled in.
  • The Add Item allows you to enter additional fields in a section, e.g.:  an additional mental health functional health centre on the main page.
  • Tips are provided with some questions for additional clarification.
  • When you select “Yes” for some items (e.g.:  Family Doctor Information), additional fields will appear for you to enter related contact details.

Marking the OCAN as Complete

  • When you are finished entering the OCAN record, uncheck the Currently In Progress checkbox on the main page and enter the Completion Date. If there are any unentered mandatory fields, you’ll be prompted to enter these fields.
  • Once an OCAN is marked as complete and saved, it is locked.  If the OCAN needs to be changed, a user with delete permissions will need to open the record and return it back to In Progress status.