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Training for referrers - NHS e-Referral Service (e-RS)

Download quick reference guides and e-learning materials, and find out how to access our training environments, which mirrors the live system.

Skype training session available

We're providing a 2 hour skype training session.

Find out more about our referring clinician training sessions

Help function

If you need help within the NHS e-Referral Service (e-RS) system, you can use the Help function. If you're on an N3/HSCN connection, you can access the help files without logging in. 

Training materials

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 guide (QRG)

Review the quick reference guides for referrer:

MS Word versions of the quick reference guide a can be requested by emailing the programme team.


Creating a referral. Learn how to log onto e-RS; create a referral using different criteria; apply different filters when searching for services.

Video demonstrations

This demonstration video shows a typical patient journey using e-RS:


Spotlight videos on:

  • Advice and Guidance (A&G) – allows one clinician to seek advice from another. Unlike creating a booking request, where a number of providers can be selected, Advice and Guidance is a communication between two clinicians: the “requesting” clinician and the provider of a service (the “responding” clinician). This video demonstrates how to make an A&G request and the benefits of using this function.
  • Manage Your Referral – e-RS 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
  • Two week wait referrals – this short video shows how to effectively refer a suspected cancer patient through e-RS as a two week wait referral.

Specific functionality guidance

Find out about advice and guidance.

Find out about Referral Assessment Services.

Find out about the appointment slot issues process (N3/HSCN connection required).

Further guidance information can be found in our document library.

Training resources

e-RS trainer resources - resources to support delivering e-RS training are available.

Training environments

National Training Forum

Synthetic test data - please read this page if you are considering using test patient/services in the live e-RS environment.

Last edited: 15 November 2019 4:33 pm