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 realising the benefits. [186.57KB]
If you've not implemented e-RS, find out how to get started. [39.82KB]
Access the professional application.
If you've already implemented e-RS, our
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 Directory of Services. [252.03KB]
Download a list of
speciality and clinic types. [348.96KB]
Directly bookable services
Find out how to
move to direct bookings. [126.77KB]
Slot availability issues
If you're unable to book an appointment, find out how to manage and minimise appointment slot issues. [455.14KB] You can also find out about the benefit of matching manual booking ranges for appointments with 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
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.
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 how to action Did Not Attend (DNA) referrals. [408.43KB]
For quick reference guides and e-learning, visit our training page.
You can also 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
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.
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.
Allied health professionals key messages [146.91KB] - for information on allied health professionals.
Delivering Quality, Innovation, Productivity and Prevention (QIPP) [100.07KB] - find out how e-RS helps to promote QIPP within the NHS.
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.
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 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, read the user guide [6.33MB] and then launch the tool.
More resources can be found in our
Also in this section
Find quick reference guides and e-learning materials, and find out how to access our training environment, which mirrors the live system.