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Releases

Find out about NHS e-Referral Service (e-RS) releases.

Release 14.9 - Friday 17 January 2025

 1. Changes to the Referral History 

Referrers and BMS Admin users - the Referral History screens have been reformatted to give clearer information. Users will notice changes to the action descriptions.  Review the changes on the screen layout changes webpage

Providers and information analysts – the referral history audit action wording was updated. These were also updated in the e-RS data extract (EBSX03). 

Review the table below for more information

Previous History Actions

Previous EBSX03 Description

New Action wording (for both)

UBRN Issued

UBRN Request

UBRN created

Request Advice

Advice

Advice requested

Respond To Advice

Respond

Advice response received

Cancel Advice

Cancel Advice

Advice request cancelled

Close Advice

Close Advice

Advice conversation closed

Create Request

Create Request

Referral created

Modify Request

Modify Request

Referral updated

Cancel Request

Cancel Request

Referral cancelled

Add Referral Letter

Add Referral Letter

Referral letter added

Modify Referral Letter

Modify Referral Letter

Referral letter updated

Request Triage

Request Triage

Triage requested

Record Triage Outcome

Record Triage Outcome

Triage outcome recorded

Record Triage Outcome

Record ASI Outcome

Triage outcome recorded

Record Triage Outcome

Record Triage Outcome

Triage outcome recorded

Defer to Provider

Defer to Provider

Referral deferred to service provider

Book Appointment

Book Appointment

Appointment booked

Cancel Appointment

Cancel Appointment

Appointment cancelled

Appointment Cancelled in PAS

Appointment Cancelled in PAS

Appointment cancelled in provider system

Rebook Appointment

Rebook Appointment

Appointment rebooked

Defer Rebooking

Defer Rebooking

Rebooking instructions added for provider admin

Rejected Cancellation

Rejected Cancellation

Appointment cancellation not confirmed

Detect Displaced Appointment

Detected Displaced Appointment

Displaced appointment identified

Printing Completed

Printing Completed

Referral exported or printed

Add Clinical Information

Add Clinical Information

Clinical information added

Accept Referral

Accept Referral

Referral accepted

Automatically Accept Referral

Automatically Accept Referral

Referral automatically accepted by provider system

Reject Appointment

Reject Appointment

Referral rejected

Record Assessment

Record Assessment

Assessment recorded

Modify Assessment

Modified Assessment

Assessment updated

Complete

Complete Assessment

Assessment completed

Add Shortlist

Add Shortlist

Onward referral created

Add Additional Requirement

Add Additional Requirement

Additional requirement added

Update Additional Requirement

Update Additional Requirement

Additional requirement updated

Cancel Additional Requirement

Cancel Additional Requirement

Additional requirement cancelled

DNA

DNA

Patient did not attend appointment recorded

Record DNA

Record DNA

Patient did not attend appointment updated

Process DNA

Process DNA

Patient did not attend appointment resolved

Record ASI Contact

Record ASI Contact

Contact with patient recorded

Contact

Contact

Contact with patient recorded

Contact Referrer

Referrer Contact

Overdue referral letter requested

Send Email

Send Email

Referral email sent to patient

Initial Notification Attempt

Initial Notification Attempt

Referral notification sent to NHS App

Reminder Notification Attempt

Reminder Notification Attempt

Referral reminder sent to NHS App

Reminder Letter Sent

Reminder Letter Sent

First referral reminder letter sent

Reminder Letter Sent

Reminder Letter Sent

Second referral reminder letter sent

Remove Patient Lock

Remove Patient Lock

Referral lock removed

Remove from Worklist

Remove from Worklist

Referral removed from worklist


2. CQC rating – colour change 

Accessibility testing on e-RS identified that the colours used for the CQC rating, when shown on the search for service screens, did not offer the contrasting scale required to meet accessibility standards.  

example of CQC rating colour before the change

This release changed the colours to the following design: 

new CQC rating colours 


Release 14.8 - Friday 6 December 2024

e-RS screen layout changes – referrers and BMS Admin users

Release changes:

  • referral summary screen – referring and BMS Admin users
  • maintaining and adding additional requirements - referring and BMS Admin users
  • adding or modifying clinical referral information – referring users
  • emailing patient referral instructions - referring and BMS Admin users
  • remove referral from worklist - referring users
  • unlock referrals - BMS admin users

All these changes are detailed on the screen layout changes webpage.


Release 14.7 - Friday 1 November 2024

This update introduced system background changes to support the running and development of e-RS. These did not impact end users. 


Release 14.6 - Friday 4 October 2024

1. e-RS screen layout changes – referrers

Viewing Enquiries tab – referring users

The ‘Enquiries’ tab has been renamed to ‘Quick search’ and the restricted services search has been removed.

Directory of service tab – referring and BMS admin users

The ‘Directory of service’ (DOS) tab has been removed and the DOS search relocated within ‘Quick search’ tab.

More information and how these changes are presented can be found on our screen layout changes webpage.

2. New clinic type

Based on user feedback, a new clinic type was introduced in this release:

  •  'Mastagia (Breast Pain)’ under the Breast specialty

This change makes the correct services simpler to identify, resulting in an easier referral route for referrers. It is recommended service providers review and consider including these new clinic types to any existing e-RS services.

Review all recent and planned specialty and clinic changes.

3. Ability to determine a user’s workgroup membership and associated services

To support service definers with managing workgroups more effectively a new function has been made available. This will enable workgroup users to be filtered according to the services they are associated with.

For example, if a new user requires access to the same services as a colleague, or where a user leaves an organisation and their access needs to be removed, these services can be identified using the filters and the required action taken.

The new ‘Select’ button is presented for the service definer on the Workgroups tab.

Image showing new user filter search ‘Select’ button

Selecting the button presents a user search screen to enter the required users information.

Image showing user search pop up box

The results are displayed and a user can be selected, followed by the ‘Done’ option.

Image showing user search results

The services for the user is then displayed.

Image showing the services that the user is associated to

From here each service can be selected and the required action undertaken. For example, removing/changing permissions or added users to a service.

4. Patient Demographic Service (PDS) in-flight referrals

The PDS National Back Office (NBO) has responsibility for the management of NHS Numbers and PDS records.

Their role includes:

  • restricting access to a patient's record (set Sensitive status or 'S' flagging)
  • changes of identity

In both of the case above, it is not possible to refer a patient whose PDS record is marked as restricted, or if the NHS number is invalid. However, it is possible that a referral was created for a patient whose PDS record was not marked restricted at the time, but while the referral is in-flight the restriction is applied. Similarly, if the NHS number was valid at the point of referral but was later superseded by another.

One of the impacts of this is that these referrals can't be progressed off worklists, meaning they get 'stuck' with no available actions for the end user and there is no information presented to the end user as to why there are no actions, or advice on who to contact.

This update has provided a more informative message to the user when the referral is selected from a worklist. The message includes the referrer details, creation date and NHS number.

The image below shows the message where the e-RS new screen layout has not been applied:

Image showing the error message to users whose layout has not been updated

The image below shows the message where the e-RS new screen layout has been applied:

Image showing the error message to users when new layout changes have been made

 


Previous releases

2024

Release 14.5 - 10 September 2024

Release 14.4 - 09 August 2024

Release 14.3 - 12 July 2024

Release 14.2 - 14 June 2024

Release 14.1 - 10 May 2024

Release 14.0 - 12 April 2024

Release 13.9 - 15 March 2024

Release 13.8 - 16 February 2024

Release 13.7 - 19 January 2024

2023

Information about previous releases is available on the National Archives website. 

Last edited: 20 January 2025 1:48 pm