End User Manual for Web-Based Referring General Practitioners
Contents
1. ccccccccccseseeceeeceeeeeeeeeseseeaeeeeesseeeeees 9 UPDATING PATENT Tee cerea ce weeps E EE 11 Si Accessing the Update Patient Details S CtION cccceceeeceeeeseeeeeeeeteeeeeetaneeessueeeteees 11 5 2 Updating Patient Details ccciccncdsstetcetscnadegen nedentudeeecnstuabaieatedncdeeueceasetbteanttecdeatsordiencecanetedses 11 6 SEARCHING FOR AND SELECTING APPROPRIATE SERVICEGS ccccccccsseeeeeeeeees 13 6 1 Accessing the Screen to Search for S rviCeS cccccsecccccseeeeeeeeeeeeeeeeeeseeeeeeeeeeessaneeeeens 13 6 2 Searching for services by Specialty Clinic Type and Priority cccceccceeseeeeeeeeeeees 13 6 3 Searching for services by Named Clinician cccccesecececeeseeeeceeseceeteeeeeeesseeeeeesaneaeess 15 6 4 Searching for services Dy K YWOMK cccccseeecceceeseeeeseeeeeeesseeeeeeseeaeeesssaaeeeseaeeeeessaeeeess 17 6 5 Selecting Appropriate Services for your Patients Needs ccccccceeeeeeeeeeseeeeeaaeeees 17 6 6 Directly and Indirectly Bookable ServiCeS ccccccseeccceceeeeeeeceeeeeeeeeeeseeseeeeeeessaeeeeesaaees 18 7 MAKING AN APPOINTMENT REQUEST WHEN A PATIENT WISHES TO MAKE A BOOKING LATER AND PRINTING A SUMMARY sscsssssnsanctescesosaacensacencensdsanudcotanenacuutenseianiaatantteozsmanninenoverans 20 7 1 Completing an Appointment Request and Printing a Summary for your Patient 20 8 MAKING AN APPOINTMENT BOOKING secrcccncesncetccrcetesview2. Daren G21 02451 r ee ELi eed ious cen a Sell mala en ae Fede Jiii biker Daia Rejection Caiit Hany thanks for foresarding Anand s pathology resis Ir etree oe hee Peepers ance koe pirg pales WOE kbar oid Secret in oe venki gees Tat he le urganib referred to a gactroerier okt Pint Specie CARDELLO Page 41 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 gt If you click on 4tiens you can then select whichever action you wish to take with your patient e g to change the appointment request click on Update Book to cancel the whole referral click on Cancel Request to update your referral letter click on Modify Referral Letter etc pe Updates Book Cancel Request pE View Request Modify Referral Letter View Referral Letter Pi You can close the worklist by clicking on the UBRN and then clicking on Rejected Referrals Page 42 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 16 Browse the Directory of Services DOS The Directory of Services DOS is the repository of all information about services that can be booked via Choose and Book You can browse all the services loaded in the DOS regardless of whether they are commissioned by your PCT without initiating any appointment requests or bookings gt From your homepage click Directory of Services You can now select particular search crite
3. Your Homepage Hike Sash LORN NHS Humber Cenograchics Werlets Directory of Sercces Erequre Haprts lacy OON Filter ty Referer marchara hen Activity List Ad vite onid Guillam e Pls pois hhejected Referrals Gutstonding helecrral Letbers Tes Seench Plas or daca bead nites Wee Puture ipponin LERN Appoint Daie Tire Petare Ey Rt eral E ThE she is secured using 125b SSL encryption E Internet The Referring Clinician homepage has 2 main sections Search on the left and Worklists on the right The Search section is where you can search for your patient from the Patient Demographic Service PDS on the Spine see section 5 2 The Worklists section gives you the latest information on the patients you have initiated or completed bookings for and is a useful tool for you to check if you have any outstanding actions like completing your referral letter for a patient See section 10 You can also browse the Directory of Services by clicking on Directory of Services see section 16 or you can access enquiries by clicking on Enquiries or you can access reports by clicking on Reports See section 17 wWorklists Directory of Services Enquiries Reports Page 8 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 4 Searching for and Selecting a Patient There are 3 ways that you can search for a patient by UBRN NHS Number or by Demographics If you know you
4. Click the UBRN of the response you wish to review and progress gt Click tions and select Update Advice Request This now takes you to the Booking Screen where you can select more services if you wish then click on PedUest or Suggest Appointments tq progress the booking Page 26 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 Complete the appointment request process or booking process as in sections 7 and 8 9 4 How to Remove an Advice and Guidance Response from your Worklist From your worklist screen open the Advice and Guidance Reponses worklist Click the UBRN of the response you wish to remove from your worklist gt Click tos and select Close Advice Request This will remove the response from your worklist Page 27 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 10 How to Create and Send an Electronic Referral Letter NB To create and send a referral letter you must have completed an appointment request but you do not have to have made a booking of date and time Before you can send a referral letter in Choose and Book you must first create the referral letter on your computer and save it so you can attach it in Choose and Book Check with your GP System Supplier for how you should save your electronic referral letters in your GP system or decide where you will save any MS Word letters you have written 10 1 Getting to
5. a Specialty as well as entering a keyword to limit the results to your search Click 799 Services tg see which services your PCT has commissioned that have your keyword in its DOS entry 6 5 Selecting Appropriate Services for your Patient s Needs You will now see the services available for your patient to choose from 3 Service s j Select Mi Service Name Directly Bookable Location Staff Mix Appointmer Specialty Amshurst Orthopaedics Clinic Y Amhurst Acute Trust Male and Female Outpatient ORTHOPAEDICS 23 73 fae London Lower Limb Orthopaedics Clinic N London East Acute Trust Male and Female Day case ORTHOPAEDICS i i Oxford Orthopaedics Y Royal Acute Trust Male and Female Day case ORTHOPAEDICS Advanced Criteria Sloane Service N Royal Acute Trust Male and Female Outpatient GENERAL MEDICINE You can get more detailed information about each of the services offered by clicking on the name of a service which is in blue and Choose and Book will display for you the full Page 17 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 information that is recorded in the Directory of Services on that service This is your opportunity to check that the choices you will offer your patient are clinically appropriate to their particular needs Once you have read the service information you can select either one or several of the services for your patient by clicking in the box to the lef
6. a Summary The GP does not have to complete a booking at this stage but can instead complete the appointment request if your patient wants to go home and think about where and when they would like to be seen at the hospital and call the Call Centre or if you wish your practice admin staff to complete the booking you can simply print off an appointment request summary at this stage and give it to the patient 7 1 Completing an Appointment Request and Printing a Summary for your Patient Having shortlisted the appropriate service s for your patient See section 6 click on Request near the bottom right hand corner of your screen to complete an Appointment Request You see a summary of the options selected plus the patient s details You may have either directly or indirectly bookable services selected or a mixture and they will all be listed here UBRN 2857 7397 9366 Specialty GENERAL MEDICINE Clinic Type Asthma services Location Service Name HIGHGROVE HOSPITAL Roval West Asthma Clinic QUEEN MARY S HOSPITAL Royal Park South Asthma Clinic Priority Routine A Referral Letter Outstanding will add at a later time Content Sensitive BMS Follow Up After 17 22 Days The Referral Letter Outstanding field is automatically ticked if the services you are making a request for require a referral letter and you cannot change that if the service requires a referral letter to review You have the option to tick the Content Sen
7. have printed off the summary you are returned to the summary screen where you can again either Update Person see section 5 or Add Referral Letter see section 10 1 or Close At this stage you can finish your Choose and Book actions by clicking on Close and you can then come back later to attach your referral letter Page 22 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 8 Making an Appointment Booking If you and your patient wish you can immediately complete the booking of when and where the patient is seen for directly bookable services only gt You will have first selected appropriate services for your patient See section 6 Before asking Choose and Book to find available appointments for the service s you have selected you can limit the search by filling in the date range of when your patient should or wishes to be seen Hace tered E SES ACCT eS The Due By date is the latest date by when you want your patient to be seen at the hospital The Start Date defaulted to the current date and End Date are the dates within which you want to view available appointment slots for your patient to be seen at the hospital Suggest Appointments Click on and Choose and Book will display in chronological order all the appointment slots for all your selected services within the date ranges you have specified 4 Appin mente Sack App ri Center Tarek Serene Hi Locatii L
8. reports available to the GP in Choose and Book Reports are pre defined sets of information for a pre set period of time The pre set period of time for reports is a calendar month and they are generated retrospectively To access the reports available for GPs click on Feports on your homepage and then select the report you wish to view Repeats Activity by Priocity ROOT Eacendicegs by Priority ROOF Channel Prole AR Pracbice Sumenary ROR Ni Clickon Print to print off the report you are viewing gt Clickon Close to return to your homepage 17 2 Enquiries An Enquiry is similar to a report with pre defined information but you can define your own 28 day time period for an enquiry The day you run an enquiry will provide data for the previous 28 days gt To access the enquiries available to GPs click on Enauiries on your homepage From the pick list of enquiries select type of enquiry you wish to view Enma Teak You can print off your enquiry by clicking on Print gt Clickon Close to return to your homepage Page 44
9. the Referral Letter Section There are several ways that you can get to the Referral Letter section of Choose and Book e Directly from the appointment summary or booking summary screen by clicking on Add Referral Letter e Or from your worklist of Outstanding Referral Letters e Or by searching for and finding your patient and viewing their appointment history see below Click the UBRN of your patient for the appointment or appointment request already made UBR N eet al Click Actions and select Add Referral Letter Rebook Appointment Cancel Appointment View Appointment View History i Make Content Sensitive You are now in the Referral Letter screen Page 28 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 10 2 Sending a Referral Letter gt From the Requested Action pick list select the action you would like of the consultant you are referring to Requested Action Diagnosis Management Advice Mot specified Patient reassurance Performance of a procedure l operation Treatment Click Attachments You now see a box where you will need to browse for and select your referral letter as an attachment gt Click Browse to search for the file on your computer Pick the correct directory and folder where your referral letter is saved in the Look in box Look in TEA My Documents E Khanna A Referral Letter tit T L Files of typ
10. their choice from those available This end user manual sets out the functions that a General Practitioner GP or referrer can perform in Choose and Book as a web based referrer Web based referrer means that the GP accesses Choose and Book via the NHSnet or web and not via their local GP system Choose and Book enables a GP to refer and book a patient to a service commissioned by their Primary Care Trust PCT and to send an electronic referral letter with that referral or booking The functions that a GP can do in Choose and Book when completing a referral and booking are Page 4 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 3 Accessing Choose and Book with your Smartcard 3 1 Using your Smartcard A Smartcard looks much like a credit card with a picture of the user together with their Unique Identification number UID and a gold chip where all the information is held To access Choose and Book you should already be logged on to your computer so you see your desktop on your screen Put your smartcard into the smartcard reader gt The Gem Authenticate box appears o lrHenmicarte Enter passcode to authenticate to E ere Type in your PIN number also called passcode and click on Or press return on the keyboard You may or may not depending on local set up now see a security alert Security Alert Information you exc
11. Advanced Criteria Sloane Service Click Request Type your request for advice and guidance in the yellow box Page 25 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 Anne Wakefield is a 59 year old woman who was an inpatient under your care two weeks ago for chest pain and Feeling dizzy I abnormalities She came to see me in surgery today telling me that vou were planning to Follow her up with coronary angiograpr Could you please let me know the arrangements For this as she has had two Further episodes of chest pain and dizzinesss and is Thank vou gt Click Submit You now have the option to print off your advice and guidance request if you wish by clicking on Prit then selecting your printer from your print box Click Close 9 2 How to View Advice and Guidance Responses On your worklist screen click on Advice and Guidance Reponses Click the UBRN of the patient that you want to review a response from UBR M OOO0 9000 0121 0000 9000 0124 Click Actions and select View Advice Request Update Advice Request Close Advice Request Read the response then click Close NB The UBRN will remain in your Advice and Guidance Responses worklist for 6 months or until you remove it from your worklist see section 9 9 3 How to Convert an Advice and Guidance Response into a Booking gt From your worklist screen open the Advice and Guidance Reponses worklist
12. EX UNIVERSITY HOSPITAL NHS TRUST l Temporary Temporary EBS ServiceDefiner HE WHITTINGTON HOSPITAL NHS TRUST l Temporary Temporary EBS GP Referrer O Temporary Temporary EB ServiceDefiner l Temporary Temporary EBS Clinician Trust l Temporary Temporary EBS Clinician BMS l Temporary Temporary EBS Admin BMS v Setgession Role Click on Set Session Role gt Now the system asks if you want to close the present window Click on Microsoft Internet Explorer 2 The Web page you are viewing is trying to close the window Do you want to close this window You are now returned to your desktop having successfully logged on to the Spine 3 2 If you have a Choose and Book icon on your desktop Double click on the Choose and Book icon on the desktop to launch Choose and Book E ch and Book Choose and Book sometimes takes a little while to check your authentication and then if you have one Choose and Book Business Function the homepage will open if you have more than one Business Function you will go to the Role Selection screen You have now accessed Choose and Book using your smartcard Page 6 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 3 3 If you do NOT have a Choose and Book icon on your desktop Open Internet Explorer on your computer oe p Internet Explorer Inthe address box of the internet screen type in htt
13. GPs for CAB R2 2 Issue 1 0 19 September 2005 15 Manage Rejected Referrals Once you have sent a referral letter in Choose and Book and the patient has had a booking made the booking and letter can be reviewed by the hospital The hospital clinical team can then accept or reject your referral If they accept the referral and booking you need take no further action If however the hospital rejects your referral and booking you will need to contact the patient to ensure they do not go to the hospital and to progress their care further if required 15 1 Finding a Rejected Referral From your homepage click on the to see your worklists You can select your own name from the picklist of Referrers so you only see those patients you have personally initiated an appointment request for or who you have made a booking for Click on the pick list and select your name Filter By Referrer Activity List gt Advice and Guidance Responses Rejected Referrals Outstanding Referral Letters Click on Rejected Referrals to reveal your worklist of any referrals that have been rejected Click on the UBRN of the rejected referral and you can read the explanation of why the referral was rejected from the hospital clinician Re po Nod Aefa Last Rel eh 20062008 Last Frau LEER FHS Subada Ceske mke 86sec Peran bocsi Rare Hariharan Patient Haris A ee e EEA SOILS 4 al ad mae milage Oiti Lares Hanis Pita Modor
14. an search for services by different means 1 by Specialty Clinic Type and Priority 2 by Named Clinician 3 by Keyword NB the above searches are not mutually exclusive e g you can search by Named Clinician with Specialty or you could search by Keyword and Named Clinician 6 2 Searching for services by Specialty Clinic Type and Priority Select a Specialty from the pick list Page 13 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 ee ANAESTHETICS X CARDIOLOGY CHEMICAL PATHOLOGY CLINICAL PHARMACOLOGY DENTAL MEDICINE SPECIALTIES DERMATOLOGY ENDOCRINOLOGY GASTROENTEROLOGY GENERAL MEDICINE IMMUNOPATHOLOGY INFECTIOUS DISEASES MEDICAL ONCOLOGY Once you have selected a Specialty you can use the Service Selection Booking Guidance to help you to decide on the Clinic type and Priority see section 6 1 1 or you can select Clinic Type and Priority of your choice see section 6 1 2 6 1 1 Using Service Selection Booking Guidance Access kui Selection Click on to get to the Service Selection Booking Guidance This is an algorithm of questions to help you choose the most appropriate Clinic Type and Priority for your patient On each page of the guidance algorithm answer the question and click Next to move on to the next page and question The Service Selection Booking Guidance will give you a recommended Clinic Type and Priority according to the answer
15. and Pred optima Diari Se C00 Fai BFA Liverooal Servicn Pir ral Ariel Hirppatal Harris Rita Dey Week Month E0 Fai BPA His Hivspitall Rovral Arie Hirspatal Daam Fa 2 CT Leag Serva Pree eal Aari Hirer Harris Rita Crete Fri 0 He s Hirspet all Brel Aare Hirgpetal 10200 Fa 7 CTH Legi Sera Pree eal Aari Aicrnget al 10200 Fai 13 02TH Hes Hingpetall j You can use the scroll bar to see up to 50 appointments currently available You can click the Next button to see the next 50 and Back to see the previous 50 You can change the view by clicking on Week or Month Select one appointment of the patient s choice by clicking on the round radio button to the left of the chosen date and time gt Click Book NB Don t click Request at this point as this will not book the appointment in the selected slot it will just create an appointment request Review the appointment details lf the details are correct click Submit and Choose and Book will check with the PAS real Page 23 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 time to see if that slot is still available Ifthe communication between Choose and Book and the PAS fails or if the slot is no longer available in the PAS you will get a message telling you so Repeat the booking process as above f the booking details are not correct click Pont Submit to go back to the previous screen To print off the Appointmen
16. choose book End User Manual for Web Based Referring General Practitioners GPs for Choose and Book R2 2 Issue 1 0 19 September 2005 Choose and Book Programme End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 End User Manual for Web Based Referring GPs for Choose and Book R2 2 Welcome to the End User Manual for web based referring GPs for Choose and Book R2 2 Contact Sue Wales National Choose and Book Team NHS Connecting for Health Page 1 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 1 Contents t GONTENE eters cee ce sore sce terse octets eters ets see os ae S asmra poeta we sane ees anameueasesceee eee 2 2 BACKGROUND TO CHOOSE AND BOOK cccccccccceeeeeeeeeeeceaeeeeceeeceeeeeceeesesaeeeseeeseaeaees 4 3 ACCESSING CHOOSE AND BOOK WITH YOUR SMARTCARD cccccceceeseeeeeeeeeeeee es 5 3 1 Bong VO Ul omie s E RE EG 5 3 2 If you have a Choose and Book icon on your GESKtOP cccceeeeeeeeeeeeeeeaeeeeeeeaeeeeeeeaaees 6 3 3 If you do NOT have a Choose and Book icon on your GESKtODP cceeeseeeeeeeeeeeeeeeeeees 7 3 4 Selecting your Business Function in Choose and Book cccccsseeeeeeeeeeeeeeeeeeeeeseeeeeeees 7 3 5 Logging out of and Closing Choose and Book cccccceeeeeeeeeeeeeeeeeaeeeeeeeeaeaeeeeeeeenaaaes 8 3 6 Your TOM Ce esee 8 4 SEARCHING FOR AND SELECTING A PATIENT
17. cseesienecouvnsnaubcausaudeveeadecniedeninaeeentss 23 9 ADVICE AND GUIDANCE REQUES ese cece ene eset cece seats 25 9 1 How to Request Advice and Guidance cceccccccseeceeeceeeeeeceeeeeeeseeeeeeeseeeeeessaaeeeesanees 25 9 2 How to View Advice and Guidance RESPONSES cccccsecceceseeeeeeeeeeeesseeeeeessaaeeeesaaees 26 9 3 How to Convert an Advice and Guidance Response into a BOOkIng cccsseeeeeeeees 26 9 4 How to Remove an Advice and Guidance Response from your Worklist 0 27 10 HOW TO CREATE AND SEND AN ELECTRONIC REFERRAL LETTER 0008 28 10 1 Getting to the Referral Letter Section ee ceeccccecseeeeeeceeeeeeeeeeeeeeeeseeeeeesaaeeeeesaeeeeeeas 28 10 2 Sending a Referral Leter eicecien iA a a E 29 11 HOW TO UPDATE YOUR REFERRAL LETTER FOR DIRECTLY BOOKABLE SERVICES31 12 REVIEWING WORKEIG TO arcssdoen nrg rN E aN 32 e ACID NS e E E E A E 32 Page 2 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 122 Advice and Guidance RESpONSeS arnan eed lads idceee estes ioe needed 33 123 Rejected Referrals ee eee ee 34 12 4 Outstanding Referral Letters ccccccccccsseeccceeeeceeeeeceueeecseeeeeseseeseueeesseueesseeeeessaesenas 34 13 HOW TO CANCEL OR CHANGE AN APPOINTMENT REQUEST 0 cccccsseeeeeeeeeeeeees 36 13 1 Howto Cancel an Appointment Request cccccscecceecseseeeeceeeeeeeseeeeeeeseeeeeeessaeeeneea
18. d when you want to book cancel or change the date or time of your appointment Patient name Paget Errol J Consent to call back You agree that the NHS can contact you by telephone Reference number 4563 8382 8493 To be seen by 18 January 2005 Choice of services To book your appointment jor any of the services listed below please Jollow the booking instructions under the service description Ifyou then need to cancel or change the date or ime of your appointment please also Jollow the instructions under the service description a Clifton Gastroenterology Clinic Clifton Royal Infirmary o Phone 0845 60 88 88 8 Textphone 0845 8 50 22 50 o Hours of Operation Mon Sun 0700 2200 o Goto www nhs uk healthspace and select Choose and Book Gastroenterology Outpatients Cheltenham General Hospital o Phone 01242 221 662 o Hours of Operation Mon Fri 0800 1800 Gastroenterology clinic Gloucester Royal o Phone 01452 438 876 o Hours of Operation M W F 0800 1500 For more information about any of the services listed above please contact us E Phone 0845 60 88 88 8 a TE Textphone 0845 8 50 22 50 O TORN Go to www nhs uk healthspace and select Choose and Book Online The patient can then either take that printout to your practice admin team or they can call the IBS Call Centre for an IBS or the CABAL or they can access the internet at www nhs uk healthspace for a DBS later to complete their booking Once you
19. dvice and Guidance Responses You can see the responses for any requests for Advice and Guidance that you have requested from a hospital clinician team Ce The patient s Unique Booking Reference Number Tells you the priority with which your request was sent Submitted Date Date the appointment request was submitted Response Date The date that the A amp G request was responded to by the Hospital Clinician Referrer The name of the referring clinician who sent the advice request The name of the service that the advice request was sent to Page 33 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 Specialty The name of the specialty Clinic Type The name of the clinic type Patient Name The name of the patient for whom the advice request was sent Click on the Unique Booking Reference Number UBRN of the patient you wish to review the response for 12 3 Rejected Referrals You can see any referrals that have been rejected by the hospital you tried to book your patient in to The Unique Booking Reference Number of the patient whose referral was rejected NHS number of the patient whose referral was rejected Submitted Date The date the referral was submitted Service Override Was the service selection booking guidance recommendation overridden by the referrer for that referral Rejection Reason Reason why the referral was rejected The location of the service for the refer
20. e A Files Cancel A Click on the desired file to highlight it and click Choose and Book shows you the file you have selected Click Upload to add the file to the Attachments list You can add more files at this stage if you wish to have more than one attachment sent as the referral e g add scan results etc Add File Browse Upload Khanna 4 Referral Letter txt text plain x gt Click Submit to add the file s to the e referral letter message Page 29 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 gt Click suemit Hospital Consultant to review to save the referral letter attachments in Choose and Book ready for the Click Close to close the Referral Letter Summary screen Page 30 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 11 How to Update Your Referral Letter for Directly Bookable Services NB You can update and change the attachments you have sent as referral letters once you have submitted the original for Directly Bookable Services up until the freeze time is reached and for IBS up until the referral is accepted Each time you change the referral letter attachments and resend them they will appear in the Hospital Clinician s worklist for them to review once again NB You will first need to update and change the referral letter or other such files and resave them on your computer To at
21. ent already made UERN 5591 3694 0976 Appointment DateTime 27 04 2004 08 30 Duration 30 Minutes Location ROYAL AERIEL HOSPITAL Service Mame NOTTING HILL SERVICE Specialty GYNAECOLOGY Clinic Type Fertility Priority Routine Content Sensitive Mo Appointment Instructions Reason Cancel appointment request Select a Reason for you canceling the appointment from the picklist NB this is a yellow field so is mandatory Reason nd Clinic Cancelled Canc Clinic Overrun Not Specitied On Holiday Other More Pressing Engagement Other Patient Cancellation Other Provider Cancellation Patient Died Patient IIl Slot cancelled You can either cancel just this appointment so that you or the patient can make anew appointment later or you can also cancel the appointment request at this stage if you want to cancel the whole referral Page 39 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 If you wish to cancel both the appointment booking and the Appointment Request click on the box next to Cancel Appointment Request to put a tick in the box NN Reason Not Specified vi Cancel appointment request If you wish to just cancel the appointment booking do not put a tick in the box Click Cancel Appointment Choose and Book gives you a warning message to confirm the action you are about to take Click Yes Page 40 End User Manual for Web Based Referring
22. ent for an appointment in the service provider s PAS electronically using Choose and Book An Niin the Directly Bookable column means that a service is an Indirectly Bookable Service IBS i e you cannot directly book your patient in for an appointment in that service provider s PAS electronically but you can complete an appointment request for that service and the patient will then need to call the IBS call centre You can view the Booking Details of an IBS by clicking on the Service name in blue Click on Booking Details to reveal the detailed information about the hours of opening and the telephone number of the IBS call centre Page 18 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 Service ENT EMT Suffolk RT6 Click the Service Mame link For additional service information Booking Details E ooking T slepnone Number 0191910 0101010 Hours of Operstion Mon Fri 2amr pom mot vale You can print off this information if you wish by clicking Print Click OK to return to the main bookings screen The Location column tells you what site or location that service is held at You can shortlist and select a mix of both Directly and Indirectly Bookable Services for your patient Page 19 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 7 Making an Appointment Request When a Patient Wishes to Make a Booking Later and Printing
23. hange with this site cannot be viewed or y changed by others However there is a problem with the site s security certificate D The security certificate was issued by a company you have not chosen to trust View the certificate to determine whether you want to trust the certifying authority The security certificate date is valid The security certificate has a valid name matching the name of the page you are trying to view Do you want to proceed View Certificate gt Click to proceed Page 5 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 You then see a screen saying Welcome with the role s you have been allocated on the Spine Click in the box next to the role you wish to be for this session so there is a tick in the box next to that role Role Selection Microsoft nternet Explorer mef ay Fie Edit view Favorites J Tools Help J gt A a EA pa Search Sie Favorites media E2 6 z LJ rel 33 Address https sbagnational ncrs nhs uk saml RoleSelectionwWT jsp token AQICSwM2L 45fcygqzwxg 2BcMSOm3jkrjduedkyxdVHg3G 2FQw 3D Go Links 7 NHS PleasgfSelect your default session role gt wates Sue W BEsoum EAST LONDON SHARED SERVICES PARTNERSHIP IV Admin amp Clerical Management Manager M amp D Medical General Medical Practitioner I Add l Clinical Services Non Clinical Call Operator NORTH MIDDLES
24. ick tens and select Update Book You now see the main booking screen where you can change the criteria of your search for services and search for and select different services that are appropriate to your patient see section 6 Progress with an appointment request see section 7 Page 37 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 14 Changing or Cancelling an Appointment Booking for Directly Bookable services Remember that to be able to cancel or change a booking the appointment must have already been booked as a directly bookable appointment any IBS appointments must be cancelled with the IBS call centre You first need to find your patient and their current appointment booking On your Homepage there are two ways to find the patient and the appointment booking you are wanting to cancel or change e Either Search for the patient by their UBRN NHS Number or demographics e Orclick on Activity in the Worklist section 14 1 How to Change an Appointment Booking Click the patient s UBRN for the appointment that you wish to change You will be effectively canceling the appointment already made and rebooking for a new appointment in Choose and Book 2371392309 Khanna Anand Male Password Fountain Yiew Future 4ppointments BRN Appointment Date Time Referred By Referral 4961 7072 4921 Vo Shah Sushila Y Actions he 0 Mictoria Service Cancel Appointment a S
25. inicians to view only those patients within your practice that you have referred lf you do not filter your worklists by Clinician you will see all patients from your practice that have been referred via Choose and Book To open one of the worklists click on the blue triangle next to the worklist you wish to view or click on the word e g Activity List AcHieity List 12 1 Activity List You can see for those patients referred and or booked by your practice where they are in the system The patient s Unique Booking Reference Number Booked Y N This tells you if your patient has or has not booked their appointment yet Referral Status The status of the referral including the Advice and Guidance status Page 32 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 Last Activity Date When the last activity was completed on this UBRN by any user Click on the Unique Booking Reference Number UBRN of the patient you wish to review Activity List Last Refresh 26 04 2004 11 04 UBRN Fulfilled Y N Action Rs 3922 671 0 8249 Y NR 3h 6710 7516 3922 6710 6823 Y NR T NR oN gt Clickon 4ttiens and select the task you want to perform e g view history or cancel an appointment etc Rebook Appointment Cancel Appointment View Appointment Modify Referral Letter View Referral Letter View History You then proceed with the action you have selected 12 2 A
26. l Letter View History Make Content Sensitive view Histor view Appointment Update Book Cancel Request View Request Add Referral Letter view History Make Content Sensitive Page 10 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 5 Updating Patient Details Patient Details are held on the Patient Demographic Service PDS on the Spine It is good practice for a GP to check their patient s details held on the PDS each time you use Choose and Book and if required to update the details with the patient 5 1 Accessing the Update Patient Details Section In Choose and Book you can update specific demographic information about a patient and add a patient password You can access this section in 3 ways 1 Click Femeie then click EAA 2 Search for and select your patient from the Spine see section 4 Search for patient Click on the NHS number Click Actions Select Update Person 3 or Click on Update Person Details when processing an appointment request or booking 5 2 Updating Patient Details You are presented with the Patient Information and Preferences screen Check the patient s details names date of birth GP details and telephone contacts with the patient Add or change the patient information and preferences as needed You can insert or change the consent to call back patient password preferred language home contact mobile contact w
27. med Clinician for a service or services only at the Royal Acute Trust However Richard Cramer is recorded as ie Multiple gt This means that Richard Cramer is Named Clinician for more than one service in more than one location To view the details of a named clinician click on their name in blue and you will see their details Click on the name in blue again to close the window Mame Cramer Justin Cramer Justin 5 mailing 30 Morfolk Square Paddington London England 5 Business 020 33219035 Ifyou click on ie Multiple you will see the variety of services for that named clinician view Multiple Consultant London Acute Trust Specialist Practitioner London Acute Trust To select one of the Clinicians click on their row to highlight them in orange Click Done Page 16 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 Name Job Role Location Cramer Justin Consultant Royal Acute Trust Cramer Richard view Multiple Done You will now see the name of the Named Clinician that you have selected in the Named Clinician field in the main screen Cramer Justin 6 4 Searching for services by Keyword You can also search for services by Keywords to the right of your screen ankle pain You can type in a full keyword relating to the condition of your patient or you may enter part of a word It is recommended that you select
28. n the PDS a message in red will tell you so and you then can enter more search criteria by clicking on either Home Address or Advanced Options and click on Search again Page 9 End User Manual for Web Based Referring GPs for CAB R2 2 Date of Birth l i Home Address House Number Advanced Options Search Date of Birth Range Other Name Registered GP Issue 1 0 19 September 2005 Registered Practice Clear Search NB for your patient to be found on the Spine they must have an NHS Number Patients without an NHS Number cannot be booked using Choose and Book NB for CAB to display the patient the PDS must return a single hit from the PDS otherwise the user must enter additional search criteria until the PDS returns a single patient Once your patient is found their name and NHS Number will appear at the bottom of your search section in blue TOL do taah 2 THE BERNE LS HESFET CARLE Caa DEU Appoint Dael Tie Beram Ey TRAETAER PISS DANE LEMA ala LHE So Consent bo share Fuel er Ada Ligal aie View Puhe ippies Pet eal You can see past and future appointments and advice requests that have already been booked or have taken place in Choose and Book for your patient by clicking on Future Appointments or Past Appointments or Advice Appointment Requests If you then click on the UBRN and then Actions you can take the following actions view Appointment Add Referra
29. ork contact temporary contact and disabilities Page 11 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 Patient Information and Preferences Consent to Callback Preferred Language English iv Mobile Contact Method Mailto EJ value Method Tel k Contact Value Method Tel a Disabilities Temporary Contac value Method Mailto L Value Available Selected Sign language Phone via proxy No contact via phone Needs braille Pepa R Click and the PDS will be updated Page 12 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 6 Searching for and Selecting Appropriate Services 6 1 Accessing the Screen to Search for Services There are 2 ways for you to access the bookings section of Choose and Book 1 Click on Fefer advice 2 Click on the blue NHS number of your patient then click Actions then click Refer Advice You now see the main screen for initiating an appointment request Show Sih 1 Reena Ae ate 2 RIVA PANE MEDICA CENTIRE LODO PAHILY TRUST LOND 2 Alber Service By lotne Hele and Pense wti mieso FWE WE poscie Pequesk Adra You need to enter the criteria against which Choose and Book will search for appropriate services that your PCT has commissioned NB The yellow fields are mandatory to be completed to enable a search for services You c
30. ps nww ebs ncrs nhs uk app ebs Choose and Book sometimes takes a little while to check your authentication and then the if you have one Business Function the Choose and Book homepage will open showing you the Choose and Book business functions available to you If you have more than one Business Function you will see the role selection screen in Choose and Book You have now accessed Choose and Book using your smartcard NB Your Smartcard must remain in the smartcard reader for the whole time that you are using the system If you pull your Smartcard out of the reader your session will end 3 4 Selecting your Business Function in Choose and Book Asa GP within Choose and Book you will have been given the Business Function of Referring Clinician Select Referring Clinician from the pick list and click OK Role Profile Zee UUMTsIE T slits lcd ta hel eee Cancel OK Page 7 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 gt 3 5 3 6 Choose and Book will now load your homepage Logging out of and Closing Choose and Book To log out of Choose and Book you click on 1994 near the top right of the screen This takes you back to the selecting role screen so if required you can select another Choose and Book role and go back in to the tool from here To exit Choose and Book completely you need to click on the at the top right corner of the screen
31. r patient s NHS Number click on NS Number and then enter the NHS Number in the box and click on Search NB NHS number is the fastest way of finding your patient If you know your patient s Unique Booking Reference Number UBRN you can click on JERN and then enter it in the box do not enter the hyphens and click Search NB The UBRN is a number generated by Choose and Book for your patient s particular appointment request If you do not know the NHS Number or UBRN click on Demographics and then enter the patient s Surname Forename Gender and Date of Birth Please check the spelling of forename and surname with your patient BRN NHS Number Demographics Surname Forename Gender wt Gate of Birth Home Postcode i i If you know it you can also add in the patients Home Postcode Check to ensure that the postcode provided is for their permanent address and not that of a temporary address e g temporary resident or on holiday Check if the patient has recently moved and whether they informed their GP if they did not inform the GP ask for their previous address If the postcode is not known by the patient do not enter a default like XX99 but use the Advanced Options NB Yellow fields in Choose and Book are mandatory Click Search Choose and Book will search for your patient in the PDS on the Spine If your patient is not found or there are more than one exact matches found i
32. r to the patient to complete the booking process gt Click on Submit to apply the appointment request You now see the summary with 3 options Update Person Add Referral Letter or Print Click Update Person You can update your patient s details on the Spine including changing the automatically set patient password in their record see section 5 Click Add Referral Letter You can attach your referral letter in Choose and Book see section 10 gt To print off a summary of the Appointment Request and your patient s password click Prit You then have the option to print just the Appointment Request summary or the Appointment Request Summary and the Patient Password Click on the option you wish The Appointment Request printout includes the telephone number of the CABAL where the patient can complete their booking for the directly bookable services and the telephone numbers and booking details of each of the indirectly bookable services IBS you have selected with the patient NB If you do not set a password with your patient before they leave the practice they will not be able to complete or change their booking with the CABAL or the IBS Call Centre or on the Internet Page 21 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 NHS Appointment Request 4563 8382 8493 Your Reference Number shown above is for this appointment only You will need this number and your passwor
33. ral Name of the patient referred NB Any patients in this list will need to be contacted by your practice to inform them that their booking is now cancelled and they will need to be re booked or re referred The hospital will not be contacting any patients for whom they have rejected the referrals for 12 4 Outstanding Referral Letters You can see if there are any patients that have bookings for whom you have not written sent a referral letter Page 34 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 NB Until you send a referral letter the hospital will have no information about your patient to review The Unique Booking Reference Number of the patient whose referral was rejected NHS number of the patient whose referral was rejected Submitted Date The date the referral was submitted Service Override Was the service selection booking guidance recommendation overridden by the referrer for that referral The location of the service for the referral Referrer Name of the referrer Lead Time The closing date by when you need to have sent a referral letter Name of the patient referred Click on the Unique Booking Reference Number UBRN of the patient you wish to write the referral letter for Click Add Referral Letter Complete the referral letter as in section 10 Page 35 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 Sep
34. ria and then ask Choose and Book to search for and show you all services within the DOS that meet your search criteria You can search for services by Specialty or Services or Keyword Click Search You now see all the services loaded in the DOS that meet your search criteria not just those your own PCT has commissioned Click on the Service Names in blue to give you the detailed information loaded in the DOS for that service Use the scroll bars on the right and to the bottom of the view to see all services relevant to your search Service Hand soft tissue Mayday Hospital R J6 Click the Service Mame link For additional service information Conditions Treated Procedures Performed Exclusion Required Investigations Administrative Requirements Service Notes Alternate Service Click on the emboldened subheadings to see the information about this service Tennis elbow Ganglions DPupuytrens contracture Carpel tunnel syndrome Trigger Finger Tenosynovitis PROCEDURES PERFORMED Steroid injection Manipulation of stiff joints EXCLUSIONS All urgent referrals Please send a faxed urgent referral to REQUIRED INVESTIGATIONS None Required Print OK You can print the information by clicking on Print Click OK _ to return to the list of DOS services Page 43 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 17 Review Reports and Enquiries 17 1 Reports There are
35. s 36 13 2 How to Change or Update an Appointment ReEqQuest ccccceececeeeeeeeeeeeeeeseeeeeaeees 37 14 CHANGING OR CANCELLING AN APPOINTMENT BOOKING FOR DIRECTLY BOOKABLE SERVICE aaa EMORY ert IDE ete Dect mee eee E UE eine eee Pee ene 38 14 1 How to Change an Appointment Booking cccccccseecececeeeeceeeaeeeeeseeeeeeeesaeeeeeesaeeeeeeeas 38 14 2 How to Cancel an Appointment Booking for Directly Bookable Services 006 39 15 MANAGE REJECTED REFERRALS gaccsenerenctewesascetuenaetmutosd EEE AASER 41 15 1 Finding a Rejected Referral cccccsssccccssececsseeecseececceueecceeeeesueeeeseasessageeesseesesseneeess 41 16 BROWSE THE DIRECTORY OF SERVICES DOS ainiin ii 43 17 REVIEW REPORTS AND ENQUIRIES sitet sett a at eet 44 Tels TAC DONS siie E A aaa enkes a 44 172 TE MOUNMC Sixsetesutctsenrtceuteowsh E a a 44 Page 3 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 2 Background to Choose and Book Choose and Book is the nationally commissioned system built by Atos Origin to provide the NHS with an electronic booking and choice tool Choose and Book first went live in 2004 and is now at release version 2 2 R2 2 which went live at the end of September 2005 Choose and Book enables a patient to choose where they wish to attend for an outpatient appointment from those commissioned by their Primary Care Trust PCT and make a booking of a date and time of
36. s you have given to the questions You can accept or reject the recommendation If you wish to override the recommendation click the Override box and select an Override Value and an Override Reason from the pick lists Guidance Oubkcame Sigm odoscopy Ta Poti ne Override Reason Once you have completed this screen click on Done and you are returned to the main booking screen If you accepted the recommendations the Clinic Type and Priority fields will have been automatically populated If you rejected the guidance recommendations you should select the most appropriate Clinic Type and Priority from the pick lists Page 14 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 6 1 2 Selecting Services gt If you do not use the Service Selection Booking Guidance you can select a Clinic Type and Priority of your choosing If your patient wishes to be seen in an all female clinic for example you can select this as a search criterion from the picklist of Staff Mix on the left side of the screen If your patient does not wish to travel far you can type in the maximum number of miles the patient would wish to travel from their home postcode address Within miles of S6 JED postcode Once you have completed all the yellow mandatory fields plus any other search criteria your patient wishes click on Suggest Services Choose and Book will search the Directory of Ser
37. sitive box Making an appointment request Content Sensitive restricts who can see any information about this appointment request This means that in the referring practice only the referrer in person can view any information at all about this particular appointment request All staff in the associated workgroups within the service provider you are referring to will be able to view information about that appointment and referral The BMS will NOT be able to view any information so if you Page 20 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 make a request Content Sensitive the patient cannot call the BMS to complete their booking If you make an appointment request Content Sensitive by ticking the box you must remember that only you will be able to view anything about that appointment request within your practice which may not be appropriate if you are not due to be available in the near future within that practice Inthe BMS Follow Up field select the maximum numbers of days by when you want your patient to have been in touch with the Choose and Book Appointments Line CABAL or practice or the IBS call centre or the internet to make the booking This is useful to make sure your patient does actually make a booking for your referral If your patient has not made the booking within the number of days you specified the BMS staff at the CABAL is notified in Choose and Book so they can send a reminde
38. t Summary and your patient s password click Print You then have the option to print just the Appointment Summary or the Appointment Summary and the Patient Password Click on the option you wish The Appointment Summary printout includes the telephone number of the CABAL where the patient can change their appointment gt Click Prit and then select the printer you want to print to Click gt Click Close to close the Print Appointment Confirmation screen Click Close to close the Appointment Summary screen gt You have now made a booking for your patient and printed off for them a summary of their appointment made NB Tell the patient that the hospital will send the patient a clinic letter to confirm their appointment and give them more details about how to get to the room where the clinic is being held as the hospital still needs to accept the referral and booking Page 24 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 9 Advice and Guidance Requests Advice and Guidance is an electronic one question one answer conversation between a Referrer and a Service Provider Clinician that deals with a patient s medical information Instead of progressing with an appointment request or booking you can select a service and then ask the provider Clinician team from that selected service for advice and guidance about your patient or your possible referral There are 2 ways
39. t aa ype Cardiology View A amp ppointernnt Urgent Add Reterral Letter View History Make Content Sensitive gt Click tens and select Rebook Appointment Rebook effectively means you are canceling the old booking and rebooking a new appointment You now see the services that the patient can rebook in to on the main booking screen This reveals only those services that you have previously selected when you initiated the original appointment request or booking Click Suggest Appointments Page 38 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 You now see the appointment slots for you to choose from with the patient Continue to make the new booking as in section 8 Choose and Book will cancel the old appointment booking automatically when you make the new booking 14 2 How to Cancel an Appointment Booking for Directly Bookable Services NB The GP in the surgery can only cancel an appointment for a Directly Bookable Service as IBS services cannot be cancelled electronically via Choose and Book If you want to cancel an IBS booked appointment you will need to contact the IBS service to ensure that that appointment Is cancelled in the IBS s Hospital PAS Click the patients UBRN for the appointment that you wish to cancel gt Click tens and select Cancel Appointment Choose and Book shows you the Cancel Appointment screen which displays the details of the appointm
40. t of the service name NB If you only select one option at this stage your patient will only have that one option available to them if they call the Choose and Book Appointments Line CABAL to make a booking later on So if your patient wants to go home to discuss the options with their family you should tick all the clinically relevant options at this stage to keep all those choices open to the patient when they contact the CABAL later If at this stage you decide not to proceed with an appointment request click Don t Submit You return to your Homepage where you can either click on 4 tions again to proceed with another search for service or you can search for another patient 6 6 Directly and Indirectly Bookable Services The columns of services show the Service Name Directly Bookable and Location 3 Service s l l Select Mi S rvice Name Directly Bookable Location Staff Mix Appointmer Specialty Amshurst Orthopaedics Clinic Y Amhurst Acute Trust Male and Female Outpatient ORTHOPAEDICS 23 jf 3_ jf a London East Acute Trust Male and Female Day case ORTHOPAEDICS j r N Oxford Orthopaedics Y Royal Acute Trust Male and Female Day case ORTHOPAEDICS s Advanced Criteria Sloane Service N Royal Acute Trust Male and Female Outpatient GENERAL MEDICINE gt AY inthe Directly Bookable column means that a service is a Directly Bookable Service London Lower Limb Orthopaedics Clinic DBS i e you can book your pati
41. tach the revised referral attachments you start by searching for the patient Once the patient is found click the UBRN for the appointment or appointment request UBR M Click ttiins and select Modify Referral Letter Rebook Appointment Cancel Appointment View Appointment View Referral Letker en view History Click Attachments and then Browse Select the new attachment s you wish to submit with your referral Click Submit to add the file s to the referral letter Click Submit to save the referral letter attachments in Choose and Book ready for the Hospital Consultant to review Click Close to close the Referral Letter Summary screen If the referral letter is frozen meaning that the referral attachments cannot be updated because it is too close to the time of the appointment Choose and Book notifies you In this situation you should contact the service provider directly with the new information Page 31 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 12 Reviewing Worklists When using Choose and Book you can review the progress of your patients in the booking process by reviewing your worklists There are 4 worklists for a GP referring clinician e Activity List e Advice and Guidance Responses e Rejected Referrals e Outstanding Referral Letters You can now filter the patients you see in your worklists by selecting your name from the pick list of cl
42. tember 2005 13 Howto Cancel or Change an Appointment Request You first need to find your patient and their current appointment booking On your Homepage there are two ways to find the patient and the appointment booking you are wanting to cancel or change Either search for the patient by their UBRN NHS Number or demographics see section 4 Or click on Activity in the Worklist section 13 1 How to Cancel an Appointment Request Click the UBRN for the appointment request UBR I ak aa gt Click tens and select Cancel Request Actions Update Book Cancel Request Contact Views Request Views History Make Content Sensitive Select a cancel Reason Reason Appt made for wrong patient Appt made with wrong provider By patient reason not specific By provider reason not specific Clinic cancelled Clinic overrun Other more urgent engagement Patient dieg Patient ill Slot cancelled Click Cancel Request The system warns you that you are about to cancel an appointment Page 36 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 Cancel Alert The appointment request will be cancelled Do you wish to proceed Yes Mo Click Yes if you are sure you wish to cancel the appointment request Click Close 13 2 How to Change or Update an Appointment Request Click the UBRN for the appointment request UBRM a gt Cl
43. to access the Advice and Guidance part of Choose and Book 1 Click on Refer advice 2 Search for and find your patient and then click on their NHS number in blue then click Actions then click Refer Advice 9 1 How to Request Advice and Guidance You are now at the main bookings screen Select a Specialty then Clinic Type and Priority or use the Access Service Selection or use the Named Clinician or Keyword search to search for appropriate services see section 6 gt Click Request Advice To show that you wish to search for those services willing to respond to your request for advice and guidance Click Suggest Services Those services that your PCT has commissioned meeting your selection criteria and that have agreed to respond to advice and guidance requests are displayed i e the list will not show those services that have not agreed to respond to advice and guidance requests Select a single service by clicking the tick box in front of that service 3 Service s l l Select Mi Service Directly Bookable Location Staff Mix Appointmer Specialty simshurst Orthopaedics Clinic Y Amhurst Acute Trust Male and Female Outpatient ORTHOPAEDICS 23 4 London Lower Limb Orthopaedics Clinic N London East Acute Trust Male and Female Day case ORTHOPAEDICS i i Oxford Orthopaedics Royal Acute Trust Male and Female Day case ORTHOPAEDICS Royal Acute Trust Male and Female Outpatient GENERAL MEDICINE HE
44. vices for those services that meet your search criteria that have been commissioned by your PCT 6 3 Searching for services by Named Clinician Using the Named Clinician search in Choose and Book means that you can search for services that are delivered by a particular Named Clinician However your targeted Clinician will only show for those services that have made him her a Named Clinician when loading the Directory of Services is To search for those services of a particular Named Clinician you will first need to search for your Named Clinician Click on the purple box to the right of the Named Clinician field Enter the Surname of the desired Clinician you wish to find and enter any further details if you wish to limit the search findings e g forename organisation or location or specialty Surname cramer Forename Service Provider Organisation Service Provider Location Specialty ba Clear Search gt Click on Search Page 15 End User Manual for Web Based Referring GPs for CAB R2 2 Issue 1 0 19 September 2005 Choose and Book now shows you all the Named Clinicians in the system that meet your search criteria Specialty Mame Job Role Location Cramer Justin Consultant Royal Acute Trust Cramer Richard View Multiple You are given the full name of the Clinicians and their role and locations that are in the Directory of Services DOS You can see in the picture that Justin Cramer is a Na
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