Skip to main content

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.

Introduction

Referral Assessment Services (RAS) allow providers to:

  • assess the Clinical Referral Information from the GP/referrer without the need for an appointment being booked
  • decide on the most appropriate onward clinical pathway
  • contact the patient to discuss choice (if an elective referral)
  • arrange an appointment, where needed
  • return the triage request to the original referrer with advice, if an onward referral isn't need

This facility supports complex care pathways, such as gastroenterology and cardiology, where it's not always clear whether a patient needs a consultant appointment or a diagnostic test. A RAS set up by the provider will ensure patients' referrals are triaged correctly.

Information for service definers

Service definers can set up RAS services using the service definition screen in e-RS. To do this:

  1. select the Add New Service button
  2. under the Request Types Supported section select Triage Request.

Screenshot of service request types

Note: that a RAS service can be set up to offer advice and guidance as well but cannot be set up to offer appointments.

  1. there are no booking requirements for setting up a RAS service as there are no appointments available
  2. continue to set up the service as you would for any other e-RS service definition

Find out more about setting up services in e-RS.

Information for referrers

Referrers can send their patient referrals directly into a RAS without having to book an appointment for the patient.

When a service search is being initiated, a RAS service will have a Send for Triage button instead of the usual tick box option on the service selection screen.

Note: a RAS cannot be added to a shortlist of services when creating a request for the patient, it must be the only option selected.

Screenshot of returned services

Once the request has been created, the clinical referral information will need to be attached to the referral before the service provider is able to complete a triage.

Referrers can provide patients with a letter, detailing the service that they have been referred to and what to expect next. An example is shown below:

Find out more about creating referrals.

Managing RAS responses

RAS referrals can be returned, in the event that the service provider feels that this is necessary. This may be because the referral needs to be redirected to another service, the provider clinician may need more information, or the patient may be suitable for treatment in primary care.

Returned referrals will appear on the Referrer Action Required worklist with a referral status of Triage Response.

Screenshot of returned RAS referral on referrer action required worklist

Referrers have several actions that they can complete on this referral:

Screenshot of a range of actions referrers can complete

  • End Triage Request will complete the referral and remove it from all worklists, effectively closing the referral
  • Modify Referral Letter gives you the option to change or add further clinical referral information
  • Update/Book allows the referrer to change the referral to a new service

Information for service providers

Service provider clinicians can review referrals sent to their service using the Referrals for Review worklist. The Referrals for Review worklist can show different types of referrals depending on the filters used. This can be filtered to see only RAS referrals when the referral type is filtered by clicking on the triage button.

Screenshot of worklist filters with Triage filter option highlighted

Below are loaded results showing all referral types.  This is where the filter button (Show All) under the Referral Type has been applied. This can be identified using the Appointment column.

Screenshot of returned results on the referrals for review worklist

Below are loaded results showing only RAS referrals, where the filter button (Triage) under the Referral Type has been applied. This can be identified using the Appointment column.

Screenshot of returned results using the Triage filter on the referrals for review worklist

Selecting a UBRN will open the referral summary page. From here, the referral should be reviewed and a triage outcome recorded by clicking on the Record Triage Outcome button.

Screenshot of the record triage outcome button

Service provider clinicians can then record the triage assessment by selecting the appropriate outcome and adding comments plus attachments if needed.

Screenshot of the record triage outcome screen that allows clinicians to record the triage assessment and add comments and attachments if needed

Service provider clinicians have three different triage outcomes to select:

Screenshot of the three outcomes clinicians are able to select

Refer/Book Now - allows the service provider clinician to shortlist the appropriate service and make a request. The clinician, before making the request, can also book an appointment for the patient if he/she wishes to perform that task. When the option of Triage Outcome is used the referral will be removed from the Referral for Review list and will appear on the Appointment for Booking worklist if the appointment is yet to be booked. If the appointment has been booked, then you will be able to find this referral on is the Outbound Referral worklist.

Accept and Refer/Book Later - allows the service provider clinician to change priority of the request and add an attachment if needed. There is also a mandatory comment box which allows the clinician to add onward instructions to allow later processing of the request. When this option of Triage Outcome is used the referral will be removed from the Referral for Review list and will appear on the Appointment for Booking worklist.

Return to Referrer with Advice - allows the service provider clinician to return the triage request with advice if an onward referral is not needed. When this triage outcome is selected the request will be removed from the provider worklists.

NOTE: If a triage request is booked into an appointment, and the provider subsequently rejects the referral, this will return the referral onto the GPs Referrer Action Required worklist and not the Outbound Referrals worklist for the triage service.

Appointment for booking worklist

Triaged referrals that require an appointment to be booked will appear on the Appointment for Booking worklist.

Screenshot of the appointment for booking worklist

The Reason column will display the following statuses:

  • ‘Triaged – see comments’ – when a clinician has reviewed the referral and added comments/instructions for the administrative staff regarding the booking.
  • ‘Triaged – To be booked’ - when a clinician has reviewed the referral and has shortlisted appropriate service/s for the patient with comments/instructions for the administrative staff.

Note: service provider administrators are unable to change the selected service.

To perform an action on a referral, select the required UBRN. Information is displayed which includes the Triage Outcome and Triage Comments. From here the Actions drop down can be selected the appropriate option chosen.

Screenshot of actions drop down box

  • End Triage Request will complete the referral and move it from all the providers worklist
  • Update/Book allows the provider to change/maintain the service and send request or book an appointment for the patient
  • View History allows the provider to view the referral history including the triage outcome and comments
  • View Request displays the request details and provides options to add clinical information or additional requirements

Supporting information

Supporting information on RAS's can be found in the e-RS help (N3/HSCN connection required).

Last edited: 7 June 2020 7:32 pm