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Find information and training to help you get started with making referrals in the NHS e-Referral Service (e-RS), as well as guidance and help to make the most of the system.
Benefits of e-RS
The NHS e-RS benefits referrers by:
- providing a safe, secure and reliable system supporting patients in their choice decisions, available 24 hours a day, 365 days a year
- providing an easy and reliable way of identifying appropriate services
- helping to optimise the clinical appropriateness of referrals
- introducing the concept of "book now, refer later" which allows the referrer to fully involve the patient in the decision making process during the consultation
- offering more efficient referral processes, such as reduced time spent chasing written referrals if implemented correctly
Find out more about realising the benefits.
Referral management plan
Find out how to develop a referral management plan.
Make a referral
Use our e-learning module to learn about making e-RS referrals. Watch the video demonstration to see a typical patient journey using e-RS, or you can use this version to view specific parts of a journey (this requires Adobe Flash Player v10 or higher).
Our best practice guidelines help organisations:
- comply with the contractual requirements of the NHS Standard Contract
- understand the importance of using the NHS e-Referral Service correctly
- to deliver safe and effective patient care
Developing a referral management plan will help you follow the principles of 'Referral Management - Lessons for Success', published by the Kings Fund in 2010 to improve quality and make savings.
You can refer to named consultant-led teams by using the 'Named clinician' function. Our named clinician guidance will help you follow the process.
Manage your referral
The NHS e-Referral Service allows patients to book their own appointments through an application called Manage Your Referral. This can be accessed by computer, phone or tablet. This video shows the application as well as the benefits of using this for both patients and professionals:
Advice and guidance
Find out what the health community in Cambridgeshire and Peterborough think about the improved e-RS advice and guidance function by watching this video:
Reports and statistics
Find out which referrals are going through e-RS by downloading individual reports from the reports and statistics page.
Training and support
You can access information from the Help function within the e-RS application, or if you're on an N3/HSCN connection you can access it without logging in.
The NHS e-Referral programme provides a training environment for end users. This mirror live e-RS and allow training on a life-like system, without the risk of accessing or altering real data. Access to the training environment can be requested by contacting firstname.lastname@example.org.
Please read synthetic test data page if you are considering using test patient/services in the live e-RS environment.
Microsoft Teams training sessions
The e-RS programme team provides training sessions using Microsoft Teams. Find out more about available dates on the below sessions:
- referring clinician training session
- service definer training session
- service provider clinician training session
For quick reference guides, videos and learning materials, visit our document library. Some learning materials 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.
Training resources such as lesson plan and trainer presentation can be requested by emailing the programme team.
The National training forum has been established to provide open and regular communication channels between the e-RS national training team and a representative panel of e-RS trainers from the NHS and independent sector.