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.
New NHS e-referral Service functionality allows users with the Information Analyst role assigned to their smartcard to request information instantly from e-RS.
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).
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).
Find out about NHS e-Referral Service system alerts.
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.
Guidance on why electronic referrals are archived, the benfits of archiving and how to access archive referrals.
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.
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.
This guidance contains a list of all of the available Registration Authority codes as well as the recommended roles for each professional user.
Provides guidance to help teams learn more about capacity alerts.
Guidance to help service providers in managing clinical assessment service referrals in 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).
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.
Overview and guidance of the commissioning functions within the eRS service.
An end to end demonstration of the NHS e-Referral Service
Guidance to support creating and maintaining services on the Directory of Services (DoS).
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.
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.
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.
This document provides instructions on how to access the NHS e-Referral Service (e-RS).
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.
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.
Guidance for service providers to use e-RS restricted services and alternative care pathways.
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.