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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 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 benfits of archiving and how to access archive referrals.

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Best practice guidance [size: 249.8 kB]

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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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Demonstration of a typical patient journey

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

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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 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 - 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: 32.6 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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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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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 - 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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SNOMED guide [size: 100.9 kB]

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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 commissioning [size: 124.7 kB]

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Supporting referrals to 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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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: 15 October 2019 4:01 pm