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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)

Log in

  1. Log in to e-RS and select your role
  2. Click on the 'Worklists' tab

Filtering results

  1. Use the drop-down arrow on ‘Worklist Type’ to select the ‘Referrals for Review’ worklist
  2. Using the filters select the required service, specialty, clinician and/or location you wish to review as well as selecting ‘Triage’ as your Referral Type to see only RAS referrals

worklist filters

  1. Select ‘Load results’
  2. Any RAS referrals (UBRNs) will be displayed
  3. You can select ‘Hide filters’ to allow more space for your loaded RAS referrals

Note: Filtering referrals helps to return search results quicker


Review referral

  1. From the search results, click on a UBRN to open the referral you want to review

Example of clincial information displayed after a UBRN is selected from the review referral worklist

Note: Any ‘Related Referrals’ will be available from a link at the bottom left corner of this screen

  1.  Clinicians can record the triage assessment by selecting ‘Record Triage Outcome’ button located at the bottom right of the screen, for the 'Record Triage Outcome' screen to display

Image of the record triage outcome box

  1. Select the appropriate triage outcome option from the drop-down box (see below for further explanation on the outcome options)
  2. Use the comments box to add any further information or instructions
  3. Add further information using the ‘Add Attachment’ link, if required
  4. Click on ‘Submit’

Triage outcome options

Refer/Book Now - Accepts the referral into the service and continues to the service search screen where you can shortlist services for the patient to be booked into. The shortlisting must happen as part of this action, if you want to ask your admin staff to continue with this then use the ‘Accept and refer/book later’ option.

Accept and refer/book later - Accepts the referral into the service and puts the referral onto the ‘Appointments for Booking’ worklist for admin staff to book an appointment for the patient. This enables you to give instructions to admin staff regarding which service the referral needs to be booked into.

Return to referrer with advice - If the referral is not appropriate for the service or if further information is required from the referrer prior to acceptance, the referral can be sent back to the referring clinician with comments from the provider clinician, explaining why it does not need an appointment and any onward management instructions for the referring clinician.

Last edited: 1 April 2020 9:02 am