Training for referrers


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

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 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 guides (QRG)

Referring a patient QRG.

Incomplete Referrals (UBRNs) QRG.

MS Word versions of the quick reference guides 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 Referral Assessment Services.

Find out about enhancements to the appointment slot issues process.

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 environment.

National Training Forum.

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