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Document library

Download guidance and implementation documents for the NHS e-Referral Service.

If you're looking for our Choose and Book training materials, you can find them on our archive.

icon 2WW DoS entries [34.62KB]
icon 2WW capacity management example [34.64KB]

A

icon Accessible Information Standard and the NHS e-Referral Service [144.06KB]
icon Alerts [153.12KB]
icon Advice and Guidance overview [198.7KB]
icon Allied health professionals [146.91KB]
icon Managing Advice and Guidance requests [120.87KB]
icon Managing and minimising appointment slot issues [455.14KB]
icon ASI polling range [157.5KB]
icon Archived referrals guidance [72.84KB]  
icon How to access archived referrals [859.21KB]

B

icon Best practice guidelines [243.99KB]
icon Best practice guidelines for commissioners [179.71KB]
icon Best practice guidelines for providers [179.67KB]
icon Best practice guidelines for referrers [183.42KB]
icon Bulk service updates [74.32KB]
icon Realising the benefits [186.57KB]
icon Symptomatic breast referrals [59.85KB]
icon Business roles matrix [129.79KB]

C

icon Commissioning in the NHS e-Referral Service [1.23MB]  
icon Clinical responsibility when delegating actions [129.61KB]
icon Clinical assessment services overview [106.85KB]
icon Managing clinical assessment services [686.52KB]
icon Supporting clinical commissioning [121.73KB]
icon CQUIN guidance [359.2KB]  
icon CQUIN template [3.68MB]

D

icon Data dictionary - xml [28.44KB]
icon Data dictionary - html [31.11KB]  
icon Managing displaced appointments [39.86KB]
icon Delivering QIPP [100.07KB]
icon Diagnostic services [146.58KB]
icon Directory of services [252.03KB]

F

Service request forms

icon Audiology request form [27.73KB]  
icon Cardiac physiology measurement test request form [34.36KB]  
icon Endoscopy request form [37.91KB]  
icon Gastrointestinal service request form [33.25KB]
icon Imaging service request form [33.59KB]  
icon Neurophysiology service request form [32.01KB]
icon Respiratory sleep physiology test request form [37.59KB]
icon Urodynamic service request form [31.41KB]
icon Vascular service request form [33.63KB]

H

icon e-Referral Service help function guidance [2.42MB]

I

icon Install Reference Document [914.62KB]

icon Independent sector provider guidance [145.41KB]
icon Information security and patient information sharing [172.02KB]
icon IT infrastructure support document [199.36KB]

M

icon Managing clinical assessment services [686.52KB]
icon Managing displaced appointments [39.86KB]
icon Maturity Model [529.79KB]
icon Managing Advice and Guidance requests [120.87KB]  
icon Managing and minimising appointment slot issues [455.14KB]  
icon Mental health services [311.0KB]

N

icon Named clinician referrals [56.78KB]

O

icon Outpatient modelling tool [332.19KB]
icon Outpatient modelling tool - instructions [6.33MB]

Q

icon Delivering QIPP [100.07KB]

R

icon Symptomatic breast referrals [59.85KB]
icon Archived referrals guidance [72.84KB]
icon Realising the benefits [186.57KB]
icon Urgent referrals for suspected cancer October 2016 [252.84KB]
icon Using restricted services August 2017 [354.37KB]
icon Registry setting file instructions [344.57KB]
icon NHS e-Referral Service roadmap September 2017 [87.2KB]
icon Business roles matrix [129.79KB]

S

icon Service transfers within the NHS e-Referral Service February 2017 [150.95KB]
icon Request for service transfer February 2017 [56.16KB]
icon Service transfer data form February 2017 [69.5KB]
icon Slot reservation [69.83KB]
icon SNOMED guide [98.57KB]
icon Symptomatic breast referrals [59.85KB]
icon Specialities and clinic types [348.96KB]
icon Supporting clinical commissioning [121.73KB]
icon Supporting vulnerable patients [183.61KB]
icon Patient survey results 2014 [269.43KB]
icon Service selection screen changes - release 5.0 [166.91KB]

T

icon Translating extracts v1.0 June 2017 [1.41MB]
icon TIA clinics [43.89KB]

U

icon Urgent referrals for suspected cancer October 2016 [252.84KB]
icon Using Restricted Services August 2017 [354.37KB]

V

icon Verification of referral criteria [732.04KB]
icon Supporting vulnerable patients [183.61KB]

Have a question about the e-Referral Service? Please contact enquiries@nhsdigital.nhs.uk.

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