Attachments - converting files to formats supported by the NHS e-Referral Service (e-RS)

1. Select the three-dot option (‘Settings and more’), usually found top right of the screen.
   
    
2. Select Print from the menu.
   
    
3. The Print menu will appear, with a preview of what you are printing.

   
    

4. Select the PDF option from the ‘Printer’ dropdown.
    

5. Change other options if required and select Print.
    

6. Select where to save the PDF file.
    

7. Upload the file to the referral.

1. Select the three-dot option menu (‘Customize and control Google Chrome’), usually found top right of the screen.
   
    
2. Select Print from the menu.
   
    
3. Select the PDF option from the ‘Destination’ dropdown.

   
    

4. Change other options if required and then select Print.
    
5. Then select where to save the PDF file.
    
6. Upload the saved file to the referral.

1. Select the three-line option menu (‘Open menu’), usually found top right of the screen.

   
    

2. Select Print from the menu.
   
    

3. Select the PDF option from the ‘Name’ dropdown.
   
    

4. Select the PDF option from the ‘Name’ dropdown.
    

5. Change other options if required and then select OK.
    

6. Select where to save the PDF file.
    

7. Upload the saved file to the referral.

With the information you wish to capture on the screen, search for the ‘Snipping Tool’ by using the search bar or the Start Menu located at the bottom of the screen (see image below).

1. Select ‘Snipping Tool’ to open the application.

   
    

2. Select ‘New’ from the toolbar, then drag your mouse to select the information you want to capture.
    
3. Once captured, information can be redacted using the ‘pen feature’ to block out information you do not want to share.
   
   
4. Save the captured image by selecting ‘File’ from the Snipping Tool toolbar and then ‘Save As’. Ensure the file type of the image is supported by e-RS.
    
5. Select where to save the image file.
    
6. Once saved this can be uploaded to the referral.

With the information you wish to capture on the screen, use the Print Screen button on the keyboard (the Alt and Print Screen buttons may need to be pressed together depending on the keyboard being used). This will save an image of the screen onto the clipboard.

For users with more than one screen, the Ctrl button can be held, along with the Print Screen button (and Alt button if required) to capture the active screen.  

1. Open an application, such as Word, Paint or Photos
2. From the application right-click the mouse and select Paste
3. If no amendments are required to the image, it can be saved or converted to a PDF file. Review the 'How to capture information from the screen and crop images' section below if areas of the screen need removing
4. Once saved this can be uploaded to the referral

Some captured images may require cropping to remove personal identifiable data or confidential information. For example, the screenshot may include details not relevant to this patient, if the user has two screens.

If the image is opened in a Microsoft application, such as Word, Paint or Photos, the following steps can be followed:

1. Each of the above applications will display a cropping icon on the toolbar and/or by right clicking the mouse. Ensure the image is selected to enable the cropping option.
   
   
   (Image of cropping icon using Microsoft Word)
   
   
   (Image of cropping icon using Microsoft Paint)
   
   
   (Image of cropping icon using Microsoft Photos)
    
2. Use the sizing handles to remove the areas that are not required.
   
   
   
   (Image of cropping image)
    
3. Once the resizing is complete, save the image and upload to the referral.
    

Note: It is recommended that images are cropped before saving the file as a PDF. If the image is opened in an alternative application to Microsoft Word, Paint or Photos, and no cropping function is available, the user can follow the guidance on the 'How to capture information from the screen and crop images' above to capture the information.