End User Manual for Directory of Services
Contents
1. 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 Click to proceed gt You may have to wait a few seconds but you then see a screen saying Welcome with the role s you have been allocated on the Spine Page 4 End User Manual for DoS Commissioners CAB R2 2 Issue 1 0 16 September 05 Click in the box next to the role you wish to use for this session so there Is a tick in the box next to that role Role Selection Microsoft Internet Explorer File Edit view Favorites Tools Help gt gt a EA Search Sip Favorites A media E2 Zi gt X LJ rel 33 Address https sbapi national ncrs nhs uk saml RoleSelectionW T jsp token AQICSwM2L 45Fcygzwxg e2BcMSOm3ikridUedkyxdVHa3G 2FQW 3D v g Go Links Please select your default session role wates Sue W HEsoum 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 N ORTH MIDDLESEX UNIVERSITY HOSPITAL NHS TRUST oO Temporary Temporary EBS ServiceDefiner HE WHITTINGTON HOSPITAL NHS TRUST I Temporary Temporary EBS GP Referrer oO Temporary Temporary EBS ServiceDefiner I Temporary Temporary EBS Clinician Trust I Temporary Tempora2. commissioning rules to be set up at three levels e Service Provider Trust level SPT this commissions all the services for the Specialty chosen and Clinic Type where applicable that are provided by a Trust across all their sites Page 8 End User Manual for DoS Commissioners CAB R2 2 Issue 1 0 16 September 05 e Service Provider Organisation level SPO A Service Provider Organisation is the name given to a site within a Trust e g there may be a number of hospitals within a Trust and each one of these would be considered a Service Provider Organisation Setting up a commissioning rule at the Service Provider Organisation level commissions all the services for the Specialty chosen and Clinic Type where applicable provided by the trust at that selected site e Service level this commissions a particular service provided by the Trust in that location Specialty CARDIOLOGY w Clinic Type Cardiology we Load Trust ROTAL ALUTE TRUST LONDON gt Level SPO ROTAL AERIEL HOSPITAL LONDON SPO gt Laval Victoria Service Service Motting Hill Service Level ST CHARLES LONDON ACUTE TRUST If you commission at the Service Provider Trust SPT level the details of the rule are applied to all sites and services within that trust f you commission at the service level and then commission with new rules later at the site SPO or Trust SPT level above that service then the commissioning data entered at the ser
3. entered but these are used for reporting purposes only Commissioners are dependent on the work of the Service Definers who load their provider services into the Directory of Services DoS in Choose and Book The Commissioner cannot commission a service in Choose and Book until after that service has been loaded into the DoS by the provider s Service Definer Page 3 End User Manual for DoS Commissioners CAB R2 2 Issue 1 0 16 September 05 2 Accessing Choose and Book with 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 G AUTHENTICATE Enter passcode to authenticate to E cows Type in your PIN number also called Pass Code and click on Or press return on the keyboard gt You may or may not now see a security alert Security Alert f Information you exchange with this site cannot be viewed or changed by others However there is a problem with the site s security certificate 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
4. choose book End User Manual for Directory of Services Commissioners of Choose and Book R2 2 Issue 1 0 16 September 2005 Choose and Book Programme End User Manual for DoS Commissioners CAB R2 2 Issue 1 0 16 September 05 End User Manual Directory of Services Commissioners Choose and Book R2 2 Welcome to the End User Manual for Directory of Services Commissioners for Choose and Book R2 2 Contact Sue Wales National Choose and Book Team Connecting for Health sue wales cfh nhs uk Page 1 End User Manual for DoS Commissioners CAB R2 2 Issue 1 0 16 September 05 CONTENTS END USER MANUALFOR carica era bee enero eatiis ou weer ee eee 1 DIRECTORY OF SERVICES COMMISSIONERS arisini ion ia ar E 1 OF CHOOSE AND BOOK R22 rrei rrene EET 1 t BACKGROUND TO CHOOSE AND BOOK cacsiicereinen e esta ues es ieee dialed eiuba cela 3 2 ACCESSING CHOOSE AND BOOK WITH YOUR SMARTCARD cccccccceeeeeeeeeeeeeteeeeeeeees 4 2 1 If you have a Choose and Book icon on your GESKtOP cccececeeeeeeceeeeeceeeeeeeeeeeeaeeeessaees 5 2 2 If you do NOT have a Choose and Book icon on your desktop ccceeeeeeeeeeeeeeaeseeeaees 6 2 3 Selecting your Role in Choose And BOOK souciti a a e a e 6 2 4 Logging out of and Closing Choose and BOoOk cccccseecececeeeeeeceeeeeeeseeeeeeeseaeeeeessaeeeesanees 6 2 9 Y OUr HOMEPAGE 7 3 COMMISSIONING BUILDER TOOL wxxciuctetectet siutetres ceatecterctu
5. e able to see or refer book into any of these services but will only be available to be seen and booked in to by a CAS gt Click Save to save your commissioning for all the services in the Trust 3 3 Steps for Setting up Commissioning Rules at SPO or Service Level Select the Specialty from the Speciality pick list Specialty CARDIOLOGY a Clinic Type Cardiology Load Page 10 End User Manual for DoS Commissioners CAB R2 2 Issue 1 0 16 September 05 gt gt gt gt Select the Clinic Type from the Clinic Type pick list if appropriate Click Load Click the blue arrow to the left of the Trust s name and continue expanding the hierarchy until you reach the level at which you will build the commission and highlight the organisation or service you wish to commission NB the level you have selected will be orange Lincoln Royal Infirmary NHS Trust Lincoln Royal Infirmary General Medicine General Med Lincoln Royal Inf GGG Hypertension General Medicine Lincaln Royal Inf GGG Metabolic Medicine General Med Lincoln Royal Inf GGG Effective Date Range for Contract i i H to f f Quota Amount For Contract Tariff Amount For Contract Service available for booking of initial referral 2 gt Enter the Effective Date Range for Contract You can either type in the dates or you can use the Calendar button to select them NB the start date is yellow so is mandatory Enter
6. g your smartcard 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 2 3 2 4 Selecting your Role in Choose and Book As a Commissioner within Choose and Book you will have been given the role of DoS Commissioner Select the DoS Commissioner role from the pick list and click OK Role Profi J Cancel OK 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 Page 6 End User Manual for DoS Commissioners CAB R2 2 Issue 1 0 16 September 05 2 5 Your Homepage DD https ffineww demi ebe ners nhs ukfapp ebs home do HHS Connecting for Health Sharks Ceased Commenoner Sperian Clinic Types B This ske h soured using liibi SS encryption 4 Internet E gt Winkies Ki 2 Micrel full Ered sre Pan Ts Your homepage has 2 key sections Commissioning Rules and Reports gt Commissioning Rules is where you commission the services in the Dos for your PCT Reports is where you can see reports on activity
7. ry EBS Clinician BMS l Temporary Temporary EBS Admin BMS v Set Session Role Click on Set Session Role Now the system asks if you want to close the present window Click on Microsoft Internet Explorer The Web page you are viewing is trying bo close the window k Do vou wank to close this window You are now returned to your desktop having successfully logged on to the Spine 2 1 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 ch and Book If you have more than one Choose and Book business function you will open to the Choose and Book role selection screen f you have only one Choose and Book business function then you will be taken straight to your Choose and Book Homepage You have now accessed Choose and Book using your smartcard Page 5 End User Manual for DoS Commissioners CAB R2 2 Issue 1 0 16 September 05 2 2 gt NB If you do NOT have a Choose and Book icon on your desktop Open Internet Explorer on your computer ris F Internet Explorer In the address box of the internet screen type in https nww ebs ncrs nhs uk app ebs Choose and Book sometimes takes a little while to check your authentication and then the Choose and Book homepage will open showing you the Choose and Book business functions available to you You have now accessed Choose and Book usin
8. sd a eu deittateseaetis 8 3 1 NW SIV OW as store tee eter E teas le ecuancaes sees cee T 8 3 2 Setting up Commissioning Rules at Trust Level ccc ccceecceeeceeeeeeeceeeeeeesseeeeesseeeeeessaaeeees 9 330 Steps for Setting up Commissioning Rules at SPO or Service Level cccccseeeeeeeeeees 10 Be REPORT eeaacencesnn diese sutote aed anise O tu aemnctuendeeesueeecatend tine sietetaceen 12 4 1 How TO FURY A TRE DOM iced dat seeanaticaSaduaanedsy ety E E OE T 12 Page 2 End User Manual for DoS Commissioners CAB R2 2 Issue 1 0 16 September 05 1 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 Commissioners use the Choose and Book Commissioning Builder tool to reflect agreed commissioning contracts that have been set up between the Primary Care Trust PCT Commissioner and Service Providers The manifestation of these contracts within Choose and Book is known as Commissioning Rules Commissioning a service to a PCT enables the Referring Clinicians within that PCT to refer or book patients to that service The only information required to set up a commissioning rule is the time period for which the service has been contracted Quotas and tariff amounts can optionally also be
9. the Quota Amount for the Contract optional This data will be available for Choose and Book reporting Enter the Tariff Amount for Contract optional This data will be available for Choose and Book reporting The Service Available for Booking of Initial Referral tick box is selected ticked by default but you can un tick it if you wish o If ticked all the services within this trust will be available for the GP initial referrer to see and refer book their patients in to o If unticked the GPs initial referrers of your PCT will not be able to see or refer book into any of these services but will only be available to be seen and booked in to by a CAS Click Save to save your commissioning Page 11 End User Manual for DoS Commissioners CAB R2 2 Issue 1 0 16 September 05 4 Reports Reports are pre defined sets of information reported monthly retrospectively in Choose and Book 4 1 How To Run a Report Click sports Click FePorts to show the list of reports that are available to your role Reports Commissioned Services CORO5 Click on the report you wish to view to open that report You can print the report by clicking Print Click on the X in the top right hand corner of the report to exit from the report Click Close to return to your homepage Page 12
10. vice level would be overridden NB If an asterisk is displayed next to a service name then commissioning rules have not been set for that service 3 2 Setting up Commissioning Rules at Trust Level Select the Specialty from the Speciality pick list Specialty CARDIOLOGY a Clinic Type Cardiology y Load Page 9 End User Manual for DoS Commissioners CAB R2 2 Issue 1 0 16 September 05 Select the Clinic Type from the Clinic Type pick list optional gt Click Lead Click the name of the Trust to select it Effective Date Range for Contract i i H to f f Quota Amount For Contract Tariff Amount For Contract Service available for booking of initial referral Enter the Effective Date Range for Contract You can either type in the dates or you can use the Calendar button to select them NB the start date is yellow so it is mandatory Enter the Quota Amount for the Contract optional This data will be available for Choose and Book reporting Enter the Tariff Amount for Contract optional This data will be available for Choose and Book reporting The Service Available for Booking of Initial Referral tick box is selected ticked by default but you can un tick it if you wish If ticked all the services within this trust will be available for the GP initial referrer to see and refer book their patients in to If unticked the GPs initial referrers of your PCT will not b
11. within the Choose and Book application Page 7 End User Manual for DoS Commissioners CAB R2 2 Issue 1 0 16 September 05 3 Commissioning Builder Tool 3 1 Overview Inthe Commissioning Builder Tool you determine for your PCT the services the Referring Clinicians e g GPs can refer to or book their patients in to Commissioning Builder Reports Specialty Clinic Type Load You open the Commissioning Builder by clicking on ommissioning Builder and then select the Specialty from the picklist of specialties and optionally the Clinic Type of the types of services you wish to commission gt Click Load You now see the Service Provider Trusts that have services loaded in the DoS that meet your search criteria above Click on the trust name e g Lincoln Royal Infirmary NHS Trust to reveal the sites organisations within that organisation e g Lincoln Royal Infirmary and then click on the sites to reveal the services that have already been loaded on the DoS by those organisations for those sites Specialty Seneral Medicine s Clinic Type Load Lincoln Royal Infirmary NHS Trust Lincoln Royal Infirmary General Medicine General Med Lincoln Royal Inf GGG Hypertension General Medicine Lincoln Royal Inf GGG Metabolic Medicine General Med Lincoln Royal Inf GGG Lincoln University Teaching Hospital NHS Trust Westminster Acute Trust Wilton Trust Choose and Book allows
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