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Document library - NHS e-Referral Service

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.

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Advice and guidance enhanced reporting - NHS e-Referral Service

New NHS e-referral Service functionality allows users with the Information Analyst role assigned to their smartcard to request information instantly from e-RS.

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Advice and guidance overview for the NHS e-Referral Service

Advice and Guidance allows a clinician to seek advice from another. It is a communication between two clinicians: the “requesting” clinician and the provider of a service (the “responding” clinician).

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Advice and guidance toolkit for the NHS e-Referral Service (e-RS)

Advice and guidance allows a clinician to seek advice from another, providing digital communication between two clinicians: the “requesting” clinician and the provider of a service, the “responding” clinician. The toolkit provides support for all advice and guidance users.

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Alerts - NHS e-Referral Service

Find out about NHS e-Referral Service system alerts.

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Appointment slot issue data extract - NHS e-Referral Service

A guide to using NHS e-Referral Service (e-RS) data extracts to identify appointment slot issues (ASI) of more than 180 days old that required acting upon.

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Appointment slot issues within the NHS e-Referral Service (managing and minimising)

This guidance explains what NHS e-Referral Service appointment slot issues are, the best practice for managing them, and strategies for avoiding them in future.

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Archived referrals - NHS e-Referral Service

Guidance on why electronic referrals are archived, the benefits of archiving and how to access archive referrals.

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Best practice guidance - NHS e-Referral Service

Generic guidelines for organisations providing services to NHS patients and their responsibilities in the NHS e-Referral services (e-RS).

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Best practice guidelines for Commissioners - NHS e-Referral Service

Generic guidelines for commissioners and their responsibilities in the NHS e-Referral services (e-RS)

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Best practice guidelines for referrers - NHS e-Referral Service

Generic guidelines for referrers and their responsibilities in the NHS e-Referral Services (e-RS)

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Best practice guidelines for service providers - NHS e-Referral Service

Generic guidelines for service providers and their responsibilities in the NHS e-Referral services (e-RS)

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Bulk service update – NHS e-Referral Service

The bulk service update allows NHS e-RS users with a service definer role to update multiple directly bookable services with amended or replacement patient administration systems reference information.

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Business continuity guidance - NHS e-Referral Service

Read our guidance on system availability and business continuity, including background and purpose, maintaining access to e-RS local infrastructure, responding to loss of access to e-RS and invoking business continuity arrangements.

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Business roles - NHS e-Referral Service

This guidance contains a list of all of the available Registration Authority codes as well as the recommended roles for each professional user.

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Capacity alerts guidance on the NHS e-Referral Service

This guidance aims to help those responsible in the NHS England regional and Designated Clinical Officer (DCO) teams understand what will be needed both within a local health economy and within the e-RS system itself to enable the capacity alerts functionality to be used effectively.

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Clinical assessment services (CAS) and the NHS e-Referral Service

A clinical assessment service (CAS) is an intermediate service that allows for a greater level of clinical expertise in assessing a patient than would normally be expected of a referring clinician (such as a GP).

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Clinical assessment services (management) and the NHS e-Referral Service

Guidance to help service providers in managing clinical assessment service referrals in the NHS e-Referral Service.

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Clinical responsibility when delegating roles - NHS e-Referral Service

The clinician remains responsible for the clinical consequences whenever they delegate responsibility for referring, accepting, redirecting or rejecting NHS e-referrals to a non-clinician.

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Commissioning in the NHS e-Referral Service

This guidance provides an overview of the commissioning functions within the eRS service.

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Demonstration of a typical patient journey

An end to end demonstration of the NHS e-Referral Service

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Diagnostic services

How the NHS e-Referral Service (e-RS) supports referrals for diagnostic tests and the principles of setting up diagnostic service

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Directory of Services (creating and maintaining services) on the NHS e-Referral Service

Guidance to support creating and maintaining services on the Directory of Services (DoS).

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Extracts (translating) in NHS e-Referral Service

This guidance shows how to decode information from an extract in the NHS e-Referral service to make the information more meaningful.

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Incomplete Referrals (UBRNs) on the NHS e-Referral Service

We have provided an overview on referrals (UBRNs) which have been created from an integrated GP system and not processed fully, The information in this guide will help referrers in retrieving and resolving incomplete referrals.

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Independent sector provider guidance for the NHS e-Referral Service

This guidance will support Independent Sector Providers (ISPs) in understanding how to make their services available for referral and booking through the NHS e-Referral Service.

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Install Reference Document [size: 1.3 MB]

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Language options for e-RS reminder letters

The NHS e-Referral Service Telephone Appointment Line (TAL) currently sends out reminder letters to patients who have not booked a hospital appointment following a referral by a clinician, or if appointments are cancelled and not rebooked.

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Logging into the NHS e-Referral Service

This document provides instructions on how to access the NHS e-Referral Service (e-RS).

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Managing displaced appointments in the NHS e-Referral Service

This guidance explains what displaced appointments are in the NHS e-Referral Service and how they can be appropriately managed by service providers. 

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Mental health best practice guidelines and the NHS e-Referral Service

This guidance aims to demonstrate the benefits of using an electronic referral and booking tool for mental health services and explain how the system should be used in day-to-day clinical practice.

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Moving to directly bookable service - NHS e-Referral Service

Although the NHS e-Referral Service (e-RS) supports indirectly bookable services (IBS) it is recommended that service providers who have a compliant patient administration system (PAS) move to directly bookable services (DBS).

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Named clinician guidance – NHS e-Referral Service

This guidance will help secondary care providers set up slots for specific clinicians’ teams so that referrals can be directed to them and managed appropriately

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NHS e-Referral Service Roadmap [size: 37.9 kB]

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Outpatient modelling tool [size: 340.2 kB]

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Pathway start - NHS e-Referral Service

Changes made to the date value in the NHS e-Referral Service (e-RS) to support accurate capture of the Referral To Treatment (RTT) clock start.

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Patient administration system migrations - NHS e-Referral Service

Guidance for service provider organisations on how to amend or replace a patient administration system (PAS).

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Realising the benefits [size: 191.1 kB]

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Referral Assessment Services - NHS e-Referral Service

This page details functionality which provides the ability to triage referrals before booking an appointment for patients using the NHS e-Referral Service (e-RS). This supports complex clinical pathways and helps to reduce demand to elective care services.

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Referral Assessment Service with API integration - NHS e-Referral Service

Guidance for service providers on using Application Programming Interfaces (APIs) with Referral Assessment Service (RAS) within the NHS e-Referral Service (e-RS).

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Referral management plan - NHS e-Referral Service

The role of the NHS e-Referral Service (e-RS) in developing a referral management plan.

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Referring a patient - NHS e-Referral Service

A step-by-step guide to referring patients using the NHS e-Referral Service (e-RS). Initiate referrals, attach referral letters, and manage existing referrals.

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Restricted services supporting alternative care pathways and the NHS e-Referral Service

Guidance for service providers to use e-RS restricted services and alternative care pathways.

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Service transfers within the NHS e-Referral service

Guidance for service provider organisations on how services on the NHS e-Referral Service (e-RS) can be transferred from one provider organisation to another

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Slot reservation - NHS e-Referral Service

Slot reservation allows service providers of directly bookable services (DBS) to retain newly published appointment slots within the NHS e-Referral Service (e-RS) for their own use, for a limited number of days

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Specialty and clinic type list

View all the specialty and clinic types available within e-RS. N3/HSCN is required to access this link.

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Symptomatic breast referrals: [size: 61.3 kB]

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Synthetic data in live environments - NHS e-Referral Service

Why synthetic (test) data is needed and the principles that govern how synthetic test data should be used in live e-RS environments, including naming conventions. There is also an example synthetic data usage agreement.

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TIA clinics [size: 44.9 kB]

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Verification of referral criteria [size: 749.6 kB]

Last edited: 12 December 2019 2:41 pm