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Document library - NHS e-Referral Service

Download guidance and implementation documents for the NHS e-Referral Service.

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Accessibility statement for Manage Your Referral (NHS e-Referral Service)

This accessibility statement applies to the Manage Your Referral website, the patient-facing application of the NHS e-Referral Service, run by NHS Digital.

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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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Advice and guidance video

e-RS 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: the “requesting” clinician and the provider of a service (the “responding” clinician). This video demonstrates how to make an A&G request and the benefits of using this function.

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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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Breast (symptomatic) referrals - NHS e-Referral Service

Since January 2010 both suspected cancer referrals (traditional two week wait referrals) and other breast referrals based on exhibited symptoms (where cancer is not initially suspected) have needed to be seen within two weeks.

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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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Deceased patient referral management - NHS e-Referral Service

This guidance provides an overview of how deceased patients with open electronic referrals should be managed within the NHS e-Referral 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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Information security and patient information sharing - NHS e-Referral Service

Patients have a right to expect the NHS to keep their confidential information safe, whether that information is in electronic or paper form.

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

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Manage your referral video

e-RS allows patients to book their own appointments through an application called Manage your referral. This can be accessed by computer, phone or tablet. This video shows the application as well as the benefits of using this for both patients and professionals.

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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 App integration with the NHS e-Referral Service

Information for service providers and referrers on how the NHS App and the NHS e-Referral Service supports digital users with better access to their referral information

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NHS e-Referral Service Roadmap [size: 48.0 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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Privacy Statement - NHS e-Referral Service

Privacy statement relating to the NHS e-Referral Service professional application and the Manage Your Referral patient application.

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Processing Did Not Attend referrals

This guidance shows how you process Did Not Attend (DNA) referrals using the NHS e-Referral Service.

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Providers of directly bookable services

This guidance shows you how to review accept or reject a referral created in the NHS e-Referral service (e-RS).

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Providers of indirectly bookable services

This guidance describes how indirectly bookable services (IBS) can book and manage referrals online using the NHS e-Referral service (e-RS).

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Providers with clinical assessment functionality

This guide shows you how to manage referrals within a Clinical Assessment Service (CAS) to use the worklists tab and filter referrals.

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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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Reviewing advice and guidance request - NHS e-Referral Service

A quick reference guide for clinicians on how to respond to an advice and guidance requests in the NHS e-Referral Service (e-RS).

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Reviewing appointment slot issue referrals - NHS e-Referral Service

A quick reference guide for clinicians on reviewing appointment slot issue (ASI) referrals using the NHS e-Referral Service (e-RS)

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Reviewing referral assessment service referrals - NHS e-Referral Service

A quick reference guide for clinicians on reviewing referral assessment service (RAS) referrals using the NHS e-Referral Service (e-RS)

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Reviewing referrals - NHS e-Referral Service

A quick reference guide for clinicians on using the referrals for review worklist to review referrals in the NHS e-Referral Service (e-RS)

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Reviewing referrals using the 'Request Admin to Rebook' function - NHS e-Referral Service

Guidance for Service Providers on how to use the 'Request Admin to Rebook' function within the NHS e-Referral Service.

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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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Supporting clinical referral pathways – NHS e-Referral Service (e-RS)

Find out about the different channels available in e-RS via which a referrer may obtain a clinical opinion and/or refer a patient

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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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Training environment

The NHS e-Referral programme provides a training environment for end users. This mirror live e-RS and allow training on a life-like system, without the risk of accessing or altering real data.

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Two week wait capacity management [size: 35.5 kB]

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Two week wait referrals video

This short video shows how to effectively refer a suspected cancer patient through e-RS as a two week wait referral.

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Last edited: 21 September 2020 11:55 am