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End User Manual for Service Provider

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1. ceeeeeeeeeees 20 10 1 If your patient Wishes to Book a New date with YOu cccessseesseseeseeeeeeeeeeees 20 10 2 If your patient Wishes to Make a New Booking with Another Hospital or Take Time to LMINK AD OUN NG sessescetoctotedontasscerescencucereesesienadioesedessasecseraencencccereeseseucexeunsdtceotecsernes 22 11 HOW TO TRACE A BOOKING WITH NO REFERRAL LETTER MISSING LETTERS 24 Page 2 of 26 End user pack for Service provider Administrators for Directly Issue 1 0 June 2005 Bookable Services R2 12 REVIEWING REPORTS AND ENQUIRIES 12 1 Reports 12 2 Enquiries Page 3 of 26 End user pack for Service provider Administrators for Directly Issue 1 0 June 2005 Bookable Services R2 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 then in June 2005 Release 2 of Choose and Book R2 went live Choose and Book enables a patient to choose which hospital they wish to attend for an outpatient appointment from those commissioned by their primary care trust PCT and make a booking of the time and date of their choice from those available The clinical referrer usually the GP will initiate the booking by selecting the appropriate types of clinic or service that the patient needs to be referred or booked in to and thus creating an Appointment re
2. L Missing Referral Letters Service Directory Two Week Wait Breaches Page 22 of 26 End user pack for Service provider Administrators for Directly Issue 1 0 June 2005 Bookable Services R2 gt Select a date range to source the relevant appointment that you are looking for Appointment Enquiry Filter Criteria Stark Dake 16 l 1i i 2004 End Date 16 i 1i i 2004 gt Click Search on the right side of the screen and Choose and Book will search for you Last Refresh 08 07 2004 06 35 Print Service Appt Date Time UBRN NHS Number Patient Clinic Type Leicester Service 14 07 2004 12 30 2323 8452 4321 52 Sowden Alistair Asthma Leicester Service 14 07 2004 09 00 thma Leicester Service 13 07 2004 10 00 Rebook Appointment thma Leicester Service 12 07 2004 09 0 Cancel Appointment thma Euston Service 26 07 2004 0 30 thma View Appointment Euston Service 16 07 7004 09 30 thma View History Court Service o7 2004 08 00 Carven Road Serv 12 07 2004 09 00 gt Click the UBRN of the booking you wish to open then click Cancel Appointment You now see the Cancel Appointment Screen where you need to select the reason for the cancellation of that appointment e g Cancelled clinic UBRI 5591 3694 0976 Appoinkment Gate Time 27 04 2004 06 30 Duration 30 Minutes Location ROYAL AERIEL HOSPITAL Service Mame NOTTING HILL SERVICE Specialty GYNAECOLOGY Clinic Type Fertility Prioriky Routine Content Sensitive
3. Mo Appointment Instructions Reason a Canc Other More Pressing Engagement Other Patient Cancellation Other Provider Cancellation Slot cancelled gt Click Cancel Appointment at the bottom right of the screen Choose and Book now gives you a message for you to be sure of what you are doing Click 55 if you do want to cancel the appointment Cancel Alert This will cancel the appointment The appointment request will not be retained Do vou want bo cancel the appointment and the appointment request Yes Mo Page 23 of 26 End user pack for Service provider Administrators for Directly Issue 1 0 June 2005 Bookable Services R2 11 How to Trace a Booking with no Referral Letter Missing Letters Log in as Service Provider Admin Select Enquiries on the right side of the screen Click on Enquiry Type and then Missing Referral Letters Enquiry Type Appointment Enquir Missing Reterral Letttrs Service Directory Two Week Wait Breaches You now see a list of all bookings that have been made into your PAS via Choose and Book but which have not yet had a referral letter sent by the GP Mesing Referral Letters Last Refresh 11 07 2004 06 31 Print Referrers 7raczic Practice Tslephone Referrer LBRN Petient RHS Referral Lettar Due Apocintmert Date E 023 73569920 Shan Susila 3545 32 2926 Cameror J 2061370847 07 07 2004 12 07 2004 08 00 J Prarie miai 020 760 2
4. Priority Routine Content Sensitive Mo Appointment Instructions Click on Referral Letter Details Click Attachments gt You now see the attachment s of the referral letter Select the attachment you wish to open and print off and click Open File Marne File Type Price M Referral Letter txt text plain Page 12 of 26 End user pack for Service provider Administrators for Directly Issue 1 0 June 2005 Bookable Services R2 Ifthe referral letter has attachments with it or it has been sent as an attachment click on Attachments Please note it is important that you open the attachments and print them all off to ensure the clinician has the full referring information from the referrer AL Scenics Pritt Cit Select the attachment you wish to review or print off Click on Print from the print box and select the printer to send it to Click Print Click Close to return to your homepage Give the printed letter and any attachments to your consultant to review and record on it accept or reject NB the consultant should also be reviewing the Referrers Priority and the booked appt date for appropriateness Page 13 of 26 End user pack for Service provider Administrators for Directly Issue 1 0 June 2005 Bookable Services R2 5 Accepting or Rejecting a Referral on behalf of your Consultant NB Before you can accept or reject a referral booking on behalf of your Consultant you mu
5. iaaa ana naaa 6 3 2 If you have a Choose and Book icon on your desktop ssssssssssnsnnnnnnnnnnnnnnnnnnnnnnnnnnn 7 3 3 If you do NOT have a Choose and Book icon on your desktop ceesseeeeeeseeeeees 8 3 4 Selecting your Role in Choose and Book ccccccsssseeecesseeeceesseseeeesseeeeeeseeeseeeneees 8 3 5 Logging out of and Closing Choose and Book ccsscsccsseseeseesseeeeseeeeeseeseenseeseees 9 3 6 VOU TIONNC DAG Circe cscs tines a a E EEE 9 4 PRINTING OFF A REFERRAL LETTER FOR YOUR CONSULTANT TO REVIEW 11 4 1 Getting to the Referral Letter Section cccccseeseeeeenseeeeeennseeeecenseeeeeenseeseeeneessees 11 5 ACCEPTING OR REJECTING A REFERRAL ON BEHALF OF YOUR CONSULTANT 14 5 1 Accepting a Referral BOOKIING cccsssccssscseseeeeneeceaseeeeseeeeseeeeaseeeaneeneseeeaseoeasesoaseens 14 5 2 Rejecting a Referral Booking ccccessecccesseeceeneeseesseeeenseeeenseeeeeseeeeenseenenseeeeeseesoess 15 6 SERVICE PROVIDER ADMIN WORKLIST ACCESS 1 ccccceessssseeeesessssscssseseeseesenees 16 7 PRINTING OFF A REFERRAL LETTER FOR A CLINIC AFTER IT HAS BEEN ACCEPTED anra E EEA ee ee ee ee ee ee eee 17 8 PRINTING OFF ADVICE AND GUIDANCE REQUESTS FOR YOUR CONSULTANT 18 9 HOWTO SEND AN ADVICE AND GUIDANCE RESPONSE ON BEHALF OF YOUR CONSULTANT srei tetas sc tt ccc en occurence cach EE AEE Raai 19 10 CHANGING A PATIENT S BOOKING OR CANCELLING A CLINIC
6. use data collected as patients are booked using Choose and Book Log in as Service Provider Admin Click on Reports on the homepage and then select the report you wish to view Click on Print to print off the report you are viewing Click on Close to return to your homepage 12 2 Enquiries Choose and Book runs enquiries to give you more information To access the enquiries available to Service Provider Admin click on Enquiries on your homepage From the picklist of enquiries select type of enquiry you wish to view Enquiry Type Appointment Enquiry Missing Referral Letters Service Directory Two Week Wait Breaches You can print off your enquiry by clicking on Print Click on Close to return to your homepage Page 25 of 26
7. 53 Smytha Anthony 4326 7393 5338 wilson C 4378254267 10 07 2004 12 07 2004 08 30 i z 2 CENTRE LENDON GF Lews Carstopyer 7256 4293 4229 Perras 5 5378345360 11707 2004 13 07 2004 08 00 The list contains the patients name and NHS number so you can be sure of the patient you are dealing with plus the telephone number of the GP practice that has not sent the referral letter You can then call the GP to request a referral letter be sent If you wish you can click on the UBRN of the booking to see more information 3654 5132 2926 J 4061 View Appointment View History Click on View Appointment or View History to see more details of the booking You can also print off the list including the GP s contact details by clicking on 4 J Print Referrer s Practice Practice Telephone Referrer UBRN Patient NHS Referral Letter Due Appointm ROYAL PARK MEDICAL CENTRE LONDON GP 020 46777283 S Shah 3654 5132 2926 Cameron J 4061370847 07 07 2004 12 07 2004 LONDON FAMILY MEDICAL PRACTICE GP 020 76901253 A Smythe 4326 7398 5398 Wilson C 4378254367 10 07 2004 12 07 2004 PADDINGTON MEDICAL CENTRE LONDON GP 020 64611208 C Lewis 3256 4298 4229 Porras S 637884536 11 07 2004 13 07 2004 Page 24 of 26 End user pack for Service provider Administrators for Directly Issue 1 0 June 2005 Bookable Services R2 12 Reviewing Reports and Enquiries 12 1 Reports There are reports available to that
8. Dear Dr Shah Many thanks For your enquiry about the planned coronary angiogr Hospital Yours sincerely Harry Collins NB when typing in the response type in that This response was dictated by Dr XXX and typed in by XXX administrator s name on their behalf Click to send the response back to the referrer Page 19 of 26 End user pack for Service provider Administrators for Directly Issue 1 0 June 2005 Bookable Services R2 10 Changing a Patient s Booking or Cancelling a Clinic NB If a patient contacts you and requests a change in their appointment date and time you should refer them to the Choose and Book Appointments Line CABAL call centre on 0845 6088 888 NB If you cancel a clinic your patient will need to be contacted by the service provider hospital and they must be offered to choose either a new appointment of their choice with you or be offered the chance for an appointment with any of the other providers their referrer had shortlisted for them If the service provider hospital needs to change a patient s booking for any reason you should contact the patient and change their booking to a new date and time of their choice using Choose and Book NB you must not change the appointment details in PAS if the patient was originally booked using Choose and Book Log in as Service Provider Admin or Service Provider clinician gt Contact the patient and explain why you need to reschedule t
9. NHS TRUST l Temporary Temporary EBS GP Referrer C Temporary Temporary EBS ServiceDefiner l Temporary Temporary EBS Clinician Trust l Temporary Temporary EBS Clinician BMS l Temporary Temporary EBS Admin BMS v Set Session Role Click on set session role gt Now the system asks if you want to close the present window Click on Yes Microsoft Internet Explorer 9 The Web page you are viewing is trying to close the window J 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 ry and Book 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 7 of 26 End user pack for Service provider Administrators for Directly Issue 1 0 June 2005 Bookable Services R2 3 3 If you do NOT have a Choose and Book icon on your desktop Open Internet Explorer on your computer F d Internet Explorer Inthe address box of the internet screen type in https nww ebs ncrs nhs uk app ebs gt Choose and Book s
10. RIS 1A 2 M ROYAL SERIEL 40 Drake Jeffrey Butle Eleanor The list shows The patient s Unique Booking Reference Number NHS The patient s NHS number Submitted date The date that the appointment request was submitted check this Ref letter submitted or Ref Req created Updated date Time The date time that the referral letter was last updated Service Override The referrer has over ridden the Service Selection Booking Guidance The location of the service for the booking The name of the referrer Page 11 of 26 End user pack for Service provider Administrators for Directly Issue 1 0 June 2005 Bookable Services R2 Clinician If the referral is to a Named Clinician the name of that Named Clinician Patient Name The name of the patient referred Referrals for Review Last Refresh 73 04 2004 11 71 Print BRM MHS Submitted Date Updat 951 7072 4821 2371392309 21 04 2004 23 0 8375 6602 4859 258 2104 2004 21 0 Ref SSS Specialty CARDIOLOGY Cardiology jew Shortlist Priority Routine To open a referral letter click on the UBRN in blue and then click on Review Referral to see a summary of the Appointment Details Appointment Details Appointment Details Refegral Letter Details BRN 8375 6602 4859 ppointment Date Time 17 3 2005 9 00 AM COT Duration 30 Minutes Location ROTAL AERIEL HOSPITAL Service Mame VICTORIA SERVICE Specialty CARDIOLOGY Clinic Type Cardiology
11. al clinician to review The hospital team may accept or reject the booking The functions that a service provider Medical Secretary or Outpatient Administrator of a Directly Bookable Service can do in Choose and Book when processing a referral and booking are Page 5 of 26 Print off a Print referral letter for referral le afi a a afi End user pack for Service provider Administrators for Directly Issue 1 0 June 2005 Bookable Services R2 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 Aor ae irs s 3 Bs fa Ae S Je te ES f ESA U aA gt 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 C CEU THENTICATE Enter passcode to authenticate to CAT _ cows Type in your PIN number also called passcode and click on OK or press return on the keyboard You may or may not depending on local set up now see a security alert Security Alert changed by others However there is a problem with the site s F Information you exchange with this site cannot be viewed or s security certificate A The security certif
12. been accepted it no longer shows in the worklists yet you may need to print off a copy of the referral letter prior to the clinic taking place after the referral has been accepted To print off a referral letter after it has been accepted from the homepage click FT at the top right of the screen Click on and then click Appointment Enquiry L Missing Referral Letters Service Directory Two Week wait Breaches Select a date range to source the relevant referral that you are looking for and if known the priority of the referral to tighten the search Appointment Enquiry Filter Criteria Start Date 16 y 11 2004 E End Date 16 p 11 2004 Then click Search on the right side of the screen and Choose and Book will search for all referrals within your selected date range for your team Click the UBRN of the referral you wish to open and you can then access the referral letter by clicking on Review Referral ee E E ipse T ma Review Referral EES RELEILS Specialty CARDIOLOGY Clinic Type Cardiology Service view Shortlist Priority Routine You now see the referral letter click on Print to print it off Click Close to return to your homepage Page 17 of 26 End user pack for Service provider Administrators for Directly Issue 1 0 June 2005 Bookable Services R2 8 Printing off Advice and Guidance Requests for your Consultant Log in as Service Provider Clinician gt Fro
13. ble Services R2 Choose and Book shows you a summary of the new booking you wish to make and you need to pick a Reason for Rebooking from the picklist e g Clinic cancelled Reason for Rebooking Comments Other more urgent engagement Patient died Patient ill Slot cancelled gt Click 5 mit_ At this point CAB is sending messages to the PAS to cancel and rebook You then see the confirmation of the booking you have submitted and you have the opportunity to print off an Appointment Summary for the patient which you may post to the patient by clicking on Print on the bottom right of the screen gt Click e at the bottom left of the screen to return to your homepage You will now need to print off a clinic letter from your PAS and send it to your patient too 10 2 If your patient Wishes to Make a New Booking with Another Hospital or Take Time to Think About it If your patient wishes to make a new booking with another hospital or take time to think about their options you should give them the number of the Choose and Book Appointments Line CABAL 0845 6088 888 so they can book a new appointment at another hospital through them However you still need to cancel the appointment in Choose and Book and record the reason for the cancellation so the CABAL can make the new booking Click Ees at the top right of your screen Click on and then click Appointment Enquiry
14. can limit the search by filling in the date range of when your patient should or wishes to be seen Pure ire reba Sujet Aycan rears The Due By date is the latest date by when your patient needs to be seen at the hospital The Start Date defaulted to the current date and End Date are the dates within which your patient may want to be seen at the hospital gt Click on 8 Perms and Choose and Book will display in chronological order all the appointment slots for your selected services within the date ranges you have specified 4 Appin mente Salt Appii Oaia Tevet Sanit Hai Loraticn Lined Prof eepiona Diari Wi DEAD Fri 07a Liverpool Servicn Poor Astrid Hippa Harris Pita Dey Week Month reso Fri 22 CRS He s Hivcpetall Perea Aarne Hirsretal DaD Fri ETTA Liverpool Seraca Foral Aarel Hrspat al Harris Alta Cres Fri 12 0 yt Hes Rirepetall eval Aarie Hierta 10200 Fri 2 2TH Ligal Ser vac a Brea Aarie Horer 10900 Fri TATH His Hirepetall Hares Aia Rrra Aare Airtel You can use the scroll bar to see up to 50 appointments currently available You can change the view by clicking on week or month if you wish on the right of the screen 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 a Page 21 of 26 End user pack for Service provider Administrators for Directly Issue 1 0 June 2005 Booka
15. choose book End User Manual for Service Provider Administrators for Directly Bookable Services in Choose and Book R2 Issue 1 0 June 2005 Sue Wales Choose and Book End user pack for Service provider Administrators for Directly Issue 1 0 June 2005 Bookable Services R2 END USER MANUALS FOR SERVICE PROVIDER ADMINISTRATORS for DIRECTLY BOOKABLE SERVICES for CHOOSE AND BOOK R2 CHOOSE AND BOOK PROGRAMME Welcome to the End User Manual for Service Provider Administrators for Directly Bookable Services in Choose and Book R2 Some of the contents of this training pack are adapted from training materials provided by Cerner Contact Sue Wales Choose and Book team NHS Connecting for health 50 Eastbourne Terrace Paddington London W2 6LX sue wales nopfit nhs uk Page 1 of 26 End user pack for Service provider Administrators for Directly Issue 1 0 June 2005 Bookable Services R2 1 Contents END USER MANUAL FOR SERVICE PROVIDER ADMINISTRATORS ccccccecessseeseeeees 1 FOR DIRECTLY BOOKABLE SERVICES IN cccccssssseeeeeeeeeeensenseessssseceeeeeeeeeseeeeeeeeeenennnneas 1 CHOOSE AND BOOK R2 acess see ecient civ cesses ee 1 1 CONTENTS eee EEEE E ee ee 2 2 BACKGROUND TO CHOOSE AND BOOK ccccccsssssseeeeceeeeeeeeeeeeessnsnsseesssssaceeeeseeeeeeeeeees 4 3 ACCESSING CHOOSE AND BOOK WITH YOUR SMARTCARD sssssceeesesereeeeeees 6 3 1 Using your Smarlcard ssiisssiissiisin annens ae
16. ejecting a Referral Booking You can reject the referral booking by clicking on Ft at the bottom right of the screen gt You now see a comments box where you must type in the reason given by your Consultant for the rejection which the referrer can see Comments NB Yellow fields are mandatory NB when typing in the reject reason type in that This response was dictated by Dr XXX and typed in by XXX administrator s name on their behalf gt gt Click RetectReferral to confirm the rejection Once you reject a referral booking the patient s appointment will be cancelled in Choose and Book and in your hospital s PAS The referrer s worklist will show them that their patient s referral oooking has been rejected so they can open that record and see the reason for the rejection lt is the responsibility of the referring organisation to contact the patient if a referral booking is rejected by secondary care Page 15 of 26 End user pack for Service provider Administrators for Directly Issue 1 0 June 2005 Bookable Services R2 6 Service Provider Admin Worklist Access If you log in as Service Provider Admin and you open the Referrals for Review worklist you will see the list of referrals that have not yet been reviewed by your clinical team Referrals for Review Last Refresh 04 05 2004 13 46 Print UBRN NHS Submitted Date Updated Date Time Service Override Location Referrer Pa
17. he appointment booking 10 1 If your patient Wishes to Book a New date with You Click Ees at the top right of your screen gt Click on and then click Patient Enquiry Enquiry Type Appointment Enquiry Missing Reterral Letters Service Directory Two Week Wait Breaches Enter the search criteria for the patient you are seeking and click Search on the right side of the screen and Choose and Book will search for you gt Click the UBRN of the booking you wish to open then click Rebook Appointment gt You now see the Bookings screen where you can see your hospital as the patient s choice Page 20 of 26 End user pack for Service provider Administrators for Directly Issue 1 0 June 2005 Bookable Services R2 1 Referrer Lambeth PCT ao eer Jones Eizabeth 2 Aller Service By GCNCRAL MCDICINC Aslhma Male and emale Urgent x Within mles o SW4 7EF sostcode Suggest Servires 3 Services l l Selc Mil Service ame Locator Lead Professional Staf Mix Appointment Tyse Sseziaty Vo 4 Leisester Service Royal Aetiel loscitel Drake Jeffery Male ard remde firs outpatient CCNCRAL MCDICINC 12 OF 2004 Advarced Criteria Sucgest Appointments gt If your patient wishes to stay with your hospital you should select your hospital in the small square to the left of your Service Name Before asking Choose and Book to find available appointments for the service s selected you
18. icate 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 Click Yes to proceed Page 6 of 26 End user pack for Service provider Administrators for Directly Issue 1 0 June 2005 Bookable Services R2 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 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 Z Role Selection Microsoft aternet Explorer meS ay File Edit view Favorites ools Help e gt x a A J gt Search Sie Favorites QA media E2 QS LJ rel 33 Address https sbapi gstional ncrs nhs uk saml RoleSelectionw T jsp token AQICSwM2L 45feygzwxg 2BcMsSOm3jkrjidvedkyxdVHg3G 2FQw 3D Go Links INHS Please sgflect your default session role Eva s Sue W 45 OUTH 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 MIDDLESEX UNIVERSITY HOSPITAL NHS TRUST Oo Temporary Temporary EBS ServiceDefiner HE WHITTINGTON HOSPITAL
19. m your home page worklist click on Advice and Guidance Requests fhiii and Guidance Requests Referrals for Review Click on the UBRN of the request you wish to deal with aa 2961379250 21 04 2004 21 04 2004 14 54 On your keyboard press Print Screen or Control P Minimise Choose and Book Open up a new Word document and paste the advice and guidance request into the word document Save the word document accordingly and print it off for your Consultant Get your Consultant to review the advice and guidance request and to write a response Click Close in Choose and Book to return to your homepage Page 18 of 26 End user pack for Service provider Administrators for Directly Issue 1 0 June 2005 Bookable Services R2 9 How to Send an Advice and Guidance Response on Behalf of your Consultant Once your Consultant has written a response to the advice and guidance request you are ready to type in the response on their behalf Log in as Service Provider Clinician gt From your home page worklist click on Advice and Guidance Requests ify avis and Guidance Requests Referrals for Review Click on the UBRN of the request you wish to respond to a 2961 5 9258 21 04 2004 21 04 2004 14 54 This now opens the advice and guidance request for you to respond to Inthe Advice Response Comments box type in the response as directed by your Consultant Advice Response Comments
20. ometimes 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 using your smartcard fie THE WHT R O HOTA UHI TLE ean Daly 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 Role in Choose and Book Asa Service Provider Administrator within Choose and Book you may have been given the role of Service Provider Admin and Service Provider Clinician You will have been given 2 roles because the functions you may need to do your job in Choose and Book are not contained within one role Select the Service Provider Admin or Service Provider Clinician role from the picklist and click OK to access Choose and Book functions Choose and Book will then load your homepage Page 8 of 26 End user pack for Service provider Administrators for Directly Issue 1 0 June 2005 Bookable Services R2 3 5 Logging out of and Closing Choose and Book To log out of Choose and Book you click on 13 near the top right of the screen This takes you back to the selecting role screen so 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
21. or GPSI until it has been sent by the referrer via Choose and Book and the patient has had an appointment booking made 4 1 Getting to the Referral Letter Section gt Log in as Service Provider Clinician NB if you log in as Service Provider Admin you will not be able to open the referral letter Wiorklists Click on to show the two types of worklists available to you Click on Referrals for Review You now see a list of all new referrals bookings made that still need to be reviewed If your hospital service has a Choose and Book R2 Compliant PAS then you can filter the list so you can see either all the referrals referred to your service or you can see those patients referred to particular Named Clinicians by service and or clinician Check the columns this screen shot is very old There is an allocated clinician column which also shows an asterisk if they are named RecFerrals for Review Last Refresh 10 03 7005 17 41 Print JERN MHZ Submitted Date appt Date Updated Date Tm Service Overide Location Referrer Zinin Patent Hane 4951 7OP 24321 2371392309 oF 03 2005 21 03 2008 CPM3i2I06 L210 N ROYAL SERIEL 4 Shah Sushila Ehana Anand 0375 3012 4359 2961270258 07103 20C5 17 C3 200E C3032005 1859 N ROYAL SERIEL 4 Shah Sushila 2 Price Mary 6302 2938 3477 4059997557 0704205 30 03 2002 C7020 213 M RYA SERIF 46 Cleveland Mary Inhnsan Fades 339 12739167 2393403621 nays 1ijrayenne FAR
22. quest The referrer can select both Directly Bookable services and Indirectly Bookable services IBS A Directly Bookable service is one where the referrer can book the patient electronically into an appointment in the service provider s Patient Administration System PAS To do this the provider organisation must have a Choose and Book Compliant PAS An IBS is a service where there is no Choose and Book Compliant PAS but there is a Booking Manager at the end of the telephone for the patient to call to make their booking For an IBS the referrer still completes the Appointment Request but the patient will complete their booking with the IBS Booking Manager at the service provider NB There is a separate End User Manual for the Booking Manager role for IBS services lf the referrer does not have the time to complete an electronic booking during their patient consultation the referrer could send the patient out to the practice reception to complete their booking or the patient could go home to think about the choices and then call the BMS call centre or IBS call centre to complete their booking of date and time Once a GP has sent an electronic referral letter via Choose and Book and a booking has been made for the patient then that booking and referral letter is available for the Page 4 of 26 End user pack for Service provider Administrators for Directly Issue 1 0 June 2005 Bookable Services R2 service provider hospit
23. st get the Consultant to decide if they are willing to accept or reject that booking and mark it so on the printed referral letter so you have a record of their decision If the Consultant rejects a referral booking you should ask them to write on the referral letter their reason for the rejection 5 1 Accepting a Referral Booking Log in as Service Provider Clinician Worklists Click on to show the two types of worklists available to you Click on Referrals for Review You see a list of all referrals bookings made that still need to be reviewed Referrals for Review Last Refresh 23 04 2004 11 71 Print UBRN NHS Submitted Date Updat 4951 7072 4521 2371392309 21 04 2004 23 0 5375 6602 4859 258 21 04 2004 21 0 Review R evIew Rererra Specialty CARDIOLOGY Clinic Type Cardiology Service View Shortlist Priority Routine To open a referral letter click on the UBRN in blue and then click on Review Referral With the referral letter open you can accept the referral booking by clicking on the Accept button at the bottom right of the screen Print Close Reject Accept Once you have accepted a referral booking that patient s referral will disappear from the worklist of Referrals for Review as it is no longer awaiting a review Page 14 of 26 End user pack for Service provider Administrators for Directly Issue 1 0 June 2005 Bookable Services R2 5 2 R
24. the X at the top right corner of the screen 3 6 Your Homepage As either Service provider Admin or Service Provider Clinician your homepage has 4 main sections shown on the right hand side of the screen Worklists Directory of Services Enquiries and Reports Advice and Guidance Requests gt Referrals for Review To enter each section you click on the tab with the appropriate label e g worklists Page 9 of 26 End user pack for Service provider Administrators for Directly Issue 1 0 June 2005 Bookable Services R2 Worklists Directory of Services Enquiries Reports gt The Worklists section lets you view any requests for advice and guidance or any new referrals for your team see sections 4 and 6 The Directory of Services section lets you browse the Directory of Services You can access enquiries by clicking on Enquiries see section 12 You can access reports by clicking on Reports see section 12 gt Your Homepage is where all actions start from in both roles but the actions you can do from the homepage are different for the Service Provider Admin role and the Service provider Clinician role Page 10 of 26 End user pack for Service provider Administrators for Directly Issue 1 0 June 2005 Bookable Services R2 4 Printing off a Referral Letter for your Consultant to Review NB A referral letter will not be seen by the service provider e g hospital
25. tient Name 3270 2833 5902 4001068117 27 04 2004 29 04 2004 23 44 N QUEEN MARY S HO Dyer Candace Timothy Page 5603 3856 4105 4059997552 29 04 2004 27 04 2004 20 56 N QUEEN MARY S HO Franklin John Alexander Ray 6538 3065 5041 4052101933 30 04 2004 N QUEEN MARY S HO Vest Anthea Samuels Rupert MAAM Aer Mana O MA AIAOOOMA m aninda DANN A Mi PRAI RAAM AIS LIA Chak Ciuialila Ti iog This list is the same as the Service Provider Clinician view but when you log in as Service Provider Admin you are unable to open the referral letter so you are unable to print off the referral letter for the consultant to review gt When you click on the UBRN you see a simple summary of the referral but have no action button to gain any access to the referral letter that contains clinical information Referrals for Review Last Refresh 04 05 2004 13 46 Print UBRN NHS Submitted Date Updated Date 1 3270 2633 5902 117 27 04 2004 29 04 2004 2 04 2C Specialty GENERAL MEDICINE Clinic Type Asthma Service Baker Street Service Priority Routine Click on the UBRN again to close the view Page 16 of 26 End user pack for Service provider Administrators for Directly Issue 1 0 June 2005 Bookable Services R2 7 Printing off a Referral Letter for a Clinic after it has Been Accepted Log in as Service Provider Clinician If you log in as Service Provider Admin you will not be able to open the referral letter Once a referral booking has

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