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Document library - NHS e-Referral Service
Download guidance and implementation documents for the 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.
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).
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.
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.
Find out about NHS e-Referral Service system alerts.
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.
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 benefits of archiving and how to access archive referrals.
Generic guidelines for organisations providing services to NHS patients and their responsibilities in the NHS e-Referral services (e-RS).
Generic guidelines for commissioners and their responsibilities in the NHS e-Referral services (e-RS)
Generic guidelines for referrers and their responsibilities in the NHS e-Referral Services (e-RS)
Generic guidelines for service providers and their responsibilities in the NHS e-Referral services (e-RS)
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.
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.
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.
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).
Guidance to help service providers in managing clinical assessment service referrals in the 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.
This guidance provides an overview of the commissioning functions within the eRS service.
This guidance provides an overview of how deceased patients with open electronic referrals should be managed within the NHS e-Referral Service.
An end to end demonstration of the NHS e-Referral Service
How the NHS e-Referral Service (e-RS) supports referrals for diagnostic tests and the principles of setting up diagnostic 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.
Patients have a right to expect the NHS to keep their confidential information safe, whether that information is in electronic or paper form.
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 page provides instructions on how to access the NHS e-Referral Service (e-RS).
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.
This guidance explains what displaced appointments are in the NHS e-Referral Service and how they can be appropriately managed by service providers.
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.
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).
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
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
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.
Guidance for service provider organisations on how to amend or replace a patient administration system (PAS).
Privacy statement relating to the NHS e-Referral Service professional application and the Manage Your Referral patient application.
This guidance shows how you process Did Not Attend (DNA) referrals using the NHS e-Referral Service.
This guidance shows you how to review accept or reject a referral created in the NHS e-Referral service (e-RS).
This guidance describes how indirectly bookable services (IBS) can book and manage referrals online using the NHS e-Referral service (e-RS).
This guide shows you how to manage referrals within a Clinical Assessment Service (CAS) to use the worklists tab and filter referrals.
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.
Guidance for service providers on using Application Programming Interfaces (APIs) with Referral Assessment Service (RAS) within the NHS e-Referral Service (e-RS).
The role of the NHS e-Referral Service (e-RS) in developing a referral management plan.
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.
A quick reference guide for clinicians on how to respond to an advice and guidance requests in the NHS e-Referral Service (e-RS).
A quick reference guide for clinicians on reviewing appointment slot issue (ASI) referrals using the NHS e-Referral Service (e-RS)
A quick reference guide for clinicians on reviewing referral assessment service (RAS) referrals using the NHS e-Referral Service (e-RS)
A quick reference guide for clinicians on using the referrals for review worklist to review referrals in the NHS e-Referral Service (e-RS)
Guidance for Service Providers on how to use the 'Request Admin to Rebook' function 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
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
View all the specialty and clinic types available within e-RS. N3/HSCN is required to access this link.
Find out about the different channels available in e-RS via which a referrer may obtain a clinical opinion and/or refer a patient
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.
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.
This short video shows how to effectively refer a suspected cancer patient through e-RS as a two week wait referral.