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NHS e-Referral Service 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.

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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 - 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 request management - NHS e-Referral Service

Guidance for referrers initiating advice and guidance requests, and guidance for service providers setting up an advice and guidance service and managing requests in the NHS e-Referral Service (e-RS).

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Alerts - NHS e-Referral Service

Find out about NHS e-Referral Service system alerts.

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Appointment slot issues within 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 benfits of archiving and how to access archive referrals.

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Best practice guidance [size: 249.8 kB]

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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 – NHS e-Referral Service

Provides guidance to help teams learn more about capacity alerts.

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Clinical assessment services (management) - 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 assessment services - 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 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

Overview and guidance of the commissioning functions within the eRS service.

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Data dictionary - html [size: 31.9 kB]

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Data dictionary - xml [size: 29.1 kB]

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Delivering QIPP [size: 102.5 kB]

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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 [size: 150.1 kB]

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

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

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Incomplete Referrals (UBRNs) 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 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 [size: 40.8 kB]

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Mental health best practice guidelines - 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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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: 39.0 kB]

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NHS e-RS Pathway start [size: 426.9 kB]

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Outpatient modelling tool [size: 340.2 kB]

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Realising the benefits [size: 191.1 kB]

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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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Registry setting file instructions [size: 352.8 kB]

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

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

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Slot reservation [size: 71.5 kB]

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SNOMED guide [size: 100.9 kB]

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Supporting clinical commissioning [size: 124.7 kB]

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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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Test data guidance (synthetic) [size: 538.5 kB]

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TIA clinics [size: 44.9 kB]

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Verification of referral criteria [size: 749.6 kB]

Last edited: 27 June 2019 4:01 pm