Referrers are responsible for:
Identifying clinically appropriate services for their patients
Referrers should use the most suitable search mechanism to locate services. Choose from:
- SNOMED Clinical Term
- Speciality and Clinic Type
- Named Clinician
For each potential service identified, referrers should review the service details to ensure that the referral conforms to the service requirements (including exclusions).
Making a referral is always the responsibility of the referring clinician, who with the patient, should decide on the most clinically appropriate options for the referral and onward pathway. Find out more about training for referrers.
Ensuring that patients are supported in selecting their chosen provider and booking their appointment
This will include:
- Discussing the available options from the list of returned services where the resulting shortlist may contain one or more clinically appropriate options
- Booking the appointment directly, where either the patient may require support in doing this, or where the referral is for an urgent or Two Week Wait appointment
For all other referrals and scenarios except those in 2 (above), referrers must initiate the referral within e-RS and either:
- book the appointment directly with the patient, providing them with the appointment details letter
- provide the patient with an appointment request letter and password to allow them to make the booking at their convenience (either via the internet (Manage your Referral App, NHS App), on the telephone, or facilitated by a member of the referring practice staff)
Adhering to relevant professional standards when attaching clinical information to referrals within e-RS
The clinical content of the referral letter should be appropriate, but not excessive and where professional guidelines exist, these should be followed.
Referrers should review the service details for the relevant service(s) to ensure that all necessary information is included and that, where indicated, referral pro-formas are completed and attached.
Ensuring that clinical referral information is added within the recommended timescales
The recommended timescales are:
- two week wait and urgent referrals - within one working day
- routine referrals - within three working days