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Information and training for providers using the NHS e-Referral Service (e-RS), as well as guidance and help to make the most of the system. You can also learn about benefits and best practice.

The benefits of using e-RS

Benefits for service providers include:

  • providing support for process change and service re-design
  • a significant reduction in Did Not Attend (DNA)
  • an increase in the appropriateness of referrals

Productivity and efficiency can be improved by:

  • a reduction in staff time spent processing referrals, including electronic storage of referral letters and a reduction in the number of paper records transported across different sites and departments
  • less time spent by NHS staff ringing patients or sending out letters to arrange appointments

Find out more about  icon realising the benefits. [186.57KB]

Implementing e-RS

If you've not implemented e-RS, icon find out how to get started. [39.82KB]

Access the professional application.

Maturity Model

If you've already implemented e-RS, our icon Maturity Model [529.79KB] will help you to improve your maturity rating by suggesting engagement methods and process changes. On completion of the Maturity Model you will understand what steps could be taken to improve your maturity rating.  The materials below will help you to undertake this.

Directory of Services

Find out how to create and maintain services on the icon Directory of Services. [252.03KB]

Download a list of icon speciality and clinic types. [348.96KB]

Directly bookable services

Find out how to icon move to direct bookings. [126.77KB]

Slot availability issues

If you're unable to book an appointment, find out how to icon manage and minimise appointment slot issues. [455.14KB]  You can also find out about the benefit of matching manual booking ranges for appointments with icon e-Referral Service polling ranges. [157.5KB]

Slot issue reports can be found within reports and statistics.

Making the most of e-RS

Named clinician functionality

Find out icon how the named clinician functionality works. [56.78KB]

Advice and Guidance

Advice and Guidance (A&G) allows one clinician to seek advice from another. Unlike creating a booking request, where a number of providers can be selected, Advice and Guidance is a communication between two clinicians.  icon Find out more about the tool. [198.7KB]

Clinical Assessment Service

Use the Clinical Assessment Service (CAS) e-learning to learn the basics of managing incoming referrals.

Did Not Attend referrals

We've put together a guide on  icon how to action Did Not Attend (DNA) referrals. [408.43KB]


Find out what icon smartcard business functions [129.79KB] are available through e-RS, or find out more about smartcards.

Training materials

For quick reference guides and e-learning, visit our training page. 

You can also icon access information from the Help function within the e-RS [2.42MB] , or if you're on an N3 connection you can access it without logging in

Guidance and implementation resources

icon Bulk service updates [74.32KB]  - for guidance and recommendations on bulk service updates, which allow service provider organisations to directly configure the Patient Administration Systems (PAS) for multiple Directly-Bookable Services, rather than updating each service individually.

icon Best practice guidelines [179.67KB] - these help organisations comply with the contractual requirements of the NHS Standard Contract and to understand the importance of using the e-RS correctly, to deliver safe and effective patient care.

icon Allied health professionals key messages [146.91KB]  - for information on allied health professionals.

icon Delivering Quality, Innovation, Productivity and Prevention (QIPP) [100.07KB] - find out how e-RS helps to promote QIPP within the NHS.

icon Information security and patient information sharing [172.02KB] - find out how to ensure you use the NHS e-Referral Service to comply with the principles of information security.

icon Independent sector provider guidance [145.41KB] - information detailing the end to end process for independent sector providers from service concept to patients attending their appointment.

Outpatient Pathway Modelling Tool

The icon Outpatient Pathway Modelling Tool (OPMT) [332.19KB] compares a service provider's current referral management processes with a best practice process model and identifies where savings in time and costs can be made.

To get started, icon read the user guide [6.33MB]  and then launch the tool.

More resources can be found in our document library.

Also in this section

Training for providers

Find quick reference guides and e-learning materials, and find out how to access our training environment, which mirrors the live system.

Have a question about the e-Referral Service? Please contact

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