If you need help within the NHS e-Referral Service system, you can use the Help function. If you're on an N3 connection, you can access the help files without logging in.
Skype training sessions available
We're providing 2 hour skype training sessions.
Many of the learning materials below are also located on the e-Learning for Healthcare (e-LfH) Learning Management System. If you haven’t got an e-LfH account, please register.
Quick Reference Guides (QRG)
Service Providers worklist filters.
Service providers with clinical assessment functionality (CAS)
Service Provider Clinicians of Directly Bookable Services (DBS) QRG
Service Provider Clinicians of Indirectly Bookable Services (IBS) QRG.
MS Word versions of the quick reference guides a can be requested by emailing the programme team.
This demonstration video shows a typical patient journey using e-RS:
Specific functionality guidance
Find out how to process Did Not Attend (DNA) referrals
Find out about Referral Assessment Services
Find out about enhancements to the appointment slot issues process
Further guidance information can be found in our document library
Independent sector organisations are responsible for ensuring that staff members have the skills and knowledge to set up services and process referrals in a timely and clinically appropriate way. We provide specific independent sector provider guidance and further information through our NHS Business Partners page.
Organisations commissioning services from providers that are new to e-RS have a responsibility to support the provider to:
- obtain relevant Organisational Data Services (ODS) codes
- access Registration Authority services (smartcards and smartcard roles)
- use e-RS to make referrals in a timely and clinically appropriate way
The materials we provide support these requirements, but we recommend that local training is also provided.