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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)

Page contents

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 ‘Appointment’ as your Referral Type to see only referrals with appointments

worklist filters

  1. Select ‘Load results’
  2. Any referrals (UBRNs) with an appointment will be displayed

Example of appointment results

  1. You can select ‘Hide filters’ to allow more space for your loaded referrals

Note: Filtering referrals helps to return search results quicker and results can be sorted using any of the headers. The results shown in the above image are sorted using the referral priority.

Review referral

  1. From the search results select a UBRN to open the referral you want to review

This will present the ‘Review Referral Summary’ screen and display the clinical information.

Example of clinical information displayed to a provider

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

  1. Clinicians should review all clinical information associated with the referral before selecting any of the actions located at the bottom right of the screen

Action buttons available from the review referral summary screen

Actions available

The Referrals for Review worklist actions that displays will vary depending on the type of referral being reviewed.

Accept, Review Next

Once you have reviewed the referral and decided it is clinically appropriate for the clinic, select ‘Accept Review Next’ in the review referral summary screen. When you accept a referral, e-RS will automatically show the next UBRN on the worklist for review. Once accepted, the referral will be removed from the worklist. To find a referral after it’s been accepted you can use the Patient Enquiry with either the patient’s NHS number or an appropriate UBRN.

This option is shown for referrals with booked appointments.

Acceptance of clinical assessment service (CAS) referrals will accept the referral into the service and then allows the referral to be assessed later.

Reject

Once you have reviewed the referral and decided that it is clinically inappropriate for the clinic, select ‘Reject’ in the Review Referral Summary screen. Select a reason from the Reason dropdown list and enter further information in the comments field. This information will be visible to the referrer and help them understand why the referral has been rejected. Selecting ‘Submit, Review Next’ will automatically cancel the appointment in your Patient Administration System (PAS) and the next referral will be displayed for your review.

Image of the reject referral box

This option is shown for referrals with booked appointments.

Note: Once rejected, the referral will be removed from the worklist. You will be able to find it via the Patient Enquiry, but only for six months after the rejection.

Request Admin to Rebook

This option allows you to review referrals and pass on instructions to admin teams to rebook referrals. Find out more about the Admin to Rebook function.

This option is shown for referrals with booked appointments.

Record Triage Outcome

Selecting this option presents the Record Triage Outcome box where the triage assessment can be detailed. The option is only shown for triage referrals.

Record Assessment

Selecting this accepts the referral and the Record Assessment screen is displayed. The option is only shown for clinical assessment referrals.

Change service

Once you have reviewed the referral and decided that it is clinically appropriate but for a different clinic (service), selecting this option will allow the referral to be re-directed to the appropriate clinic (service).

This option is shown for referrals with booked appointments.

Change Appointment Date/Time

This option can be used to change the appointment date if required. A reason for the change will be requested. Selecting this option will automatically accept the referral, removing it from the Referrals for Review worklist. 

This option is shown for referrals with booked appointments.

Add Clinical Information

 Selecting this option allows further clinical information to be added to the referral. 

This option is shown for referrals with booked appointments.

Add Additional Requirements

This options displays for referrals with a booked appointment and can be used if the patient requires transport, advocacy or interpreter services arranging for the appointment and if the receiving service has made these options available. 

Cancel

Clicking on the cancel button will cancel the referral summary screen which is open and take you back to the searched results.

Print

Used to print or create a PDF of the referral information. This option is shown on all referrals.

Note: once a referral has been accepted, it cannot be rejected or further/supplementary information requested from the original referrer via e-RS. A referral should therefore only be accepted once it has been triaged and is ready for the next stage.

Last edited: 21 September 2023 2:13 pm