e-Referral Service providers dashboard - quick guide

Use our form to request access to the e-RS dashboard.

We will review your submitted form and, if approved, we will send you an onboarding email from the Primary care dashboards mailbox with a set of instructions to follow, these will include:

• registering with NHS England Applications
• enabling Multi-Factor Authentication (MFA)

If we do not approve your form we will contact you for further information. 

Access the e-RS dashboard

Once the registration process is completed, you can access the dashboard using the link provided in the onboarding email you will receive.

Enter your login name and password, these are the credentials used when registering on NHS England Applications.

Provide the code from your chosen Authenticator to complete your login.

Click on the workbook to view the dashboard.

Navigating the dashboard

To navigate the dashboard, use these buttons to view different pages:

Information about the contents of each page can be found on the home page of the dashboard. The arrows in each of these boxes can also be used to navigate to the relevant page.

Dashboard content

The current metrics/filters included in the dashboard include the following:

Provider View – Overview

Filter for yearly date range for dashboard – this should be set to the minimum possible value to enhance processing speed of the dashboard.

Metrics for the number of records within the selected year.

Links and summaries for the dashboard pages.

Summary

Filter for:

• provider
• benchmarking provider
• commissioner
• referrer
• date period

High level metrics on:

• A&G response rate <2 days
• % A&G to referral conversion rate
• referral rejection rate
• triage requests returned with advice
• % 2 week wait referrals
• ASI to DBS Booking

Metric analysis

Filter for:

• measure
• provider
• priority
• benchmarking provider
• date period

Detailed metrics on the following measures:

• A&G response rate <2 days
• % A&G to referral conversion rate
• referral rejection rate
• triage requests returned with advice
• % 2 week wait referrals
• ASI to DBS Booking

Measures displayed as:

• chart showing trend over time
• data table
• metric breakdown by specialty
• metric breakdown by clinic type

A&G details

Filter for:

• provider
• referrer
• event type
• outcome
• response time
• date period

Metrics (Event Type) on:

• A&G 1st Response
• A&G Outcomes
• A&G Requests

Measures displayed as:

• line chart showing trend over time
• bar chart showing breakdown by referring org
• metric breakdown by specialty
• metric breakdown by clinic type

Referrals details

Filter for:

• provider
• referrer
• measure
• outcome/reject reason
• priority
• date period

Measures:

• A&G request
• appointments slot issues
• ASI outcomes
• referrrals
• referral accepted/rejected
• triage ASI Booking by Org
• triage outcome
• triage requests

Measures displayed as:

• line chart showing trend over time
• bar chart showing breakdown by referring org
• metric breakdown by specialty
• metric breakdown by clinic type

Region/ICB

Filter for:

• region name
• measure
• priority
• speciality
• date period

Measures:

• A&G response rate <2 Days
• A&G referral conversion rate
• referral rejection rate
• triage request returned
• % 2ww referrals
• ASI to DBS booking rate

Measures displayed as:

• total numbers in specified time range
• bar chart showing breakdown by providers
• bar chart showing breakdown by ICB and providers

Compare years

Filter for:

• provider
• referrer
• measure
• outcome/reject reason
• priority
• month
• year
• clinic type
• speciality

Measures:

• A&G request
• appointments slot issues
• ASI outcomes
• referral accepted/rejected
• referrals
• triage outcome
• triage requests

Measures displayed as:

• bar chart showing yearly trend on selected measure
• bar chart showing yearly trends by clinic type
• bar chart showing yearly trends by speciality

Workload overview

Filter for:

• provider
• speciality
• event type
• date period

Measures (Event Type):

• A&G request
• appointments slot issues
• bookings
• referrals
• triage requests

Measures displayed as:

• line chart showing yearly trend on selected measure(s)

Commissioner view – overview

Filter for yearly date range for dashboard – this should be set to the minimum possible value to enhance processing speed of the dashboard.

Metrics for the number of records within the selected year.

Links and summaries for the dashboard pages.

Summary

Filter for:

• measure 
• region
• ICB
• Sub-ICB
• specialty
• referrer
• date period

Measures:

• A&G requests
• Appointment Slot Issues
• ASI outcomes
• Triage ASI booking by org
• Triage requests

Measures displayed as:

• chart showing trend over time
• metric breakdown by specialty
• metric breakdown by clinic type

Region/ICB

Filter for:

• totals or per 1000
• lower chart view
• measure
• speciality
• date period

Measures:

• A&G requests
• Appointment Slot Issues
• ASI outcomes
• Triage ASI booking by org
• Triage requests

Measures displayed as:

• bar chart showing total numbers for the selected measure per region
• bar chart showing breakdown by ICBs

Workload overview

Filter for:

• provider
• speciality
• event type
• date period

Measures (Event Type):

• A&G request
• appointments slot issues
• bookings
• referrals
• triage requests

Measures displayed as:

• line chart showing yearly trend on selected measure(s)

Supporting Information

Links to:

• email for help with the dashboard
• more information on the e-Referral Service private providers dashboard
• data logic
• dashboard end user access agreement

You can find descriptions and notes for measures in the additional information section.

Download

Filter for:

• event type
• provider
• commissioner
• referrer
• speciality
• date period

Measures (Event Type):

• A&G outcome
• A&G requests
• A&G response
• appointment slot issues
• referrals accepted
• referrals received
• referrals rejected
• triage outcomes
• triage requests

Measures displayed as:

• table for download

Using the filters

On the Home page you will be asked to select the amount of data you wish to view within the dashboard. You should select the minimum data you require; this will improve the data processing time when using filter within the following pages.

The default year range will be automatically updated to include more years if the year filter is changed in the ‘Compare Years’ page.

On all pages you can use the filters to select the date range for the data presented and select the measure to be displayed on the dashboard. Since the dashboard is interactive, when you select a filter, it will automatically update the views on all pages.

Dates

The default date range of the dashboard shows information for the year range selected on the home page up to the date shown at the top right of the page.

You can choose your own custom data range by either dragging the end points to the desired date or clicking on the date to bring up a calendar.

When selecting a date range, the ‘from’ date should fall on a Monday and the ‘to’ date should fall within the week you wish your weekly period to end. Please note if you select a ‘from’ date between Tuesday – Sunday, the dashboard will show data commencing the following Monday.

Useful tips - Measures and filters

When viewing data in the ‘Headline Metrics’ page, the blue figures can be selected to take the user to the ‘Metric Analysis’ page to view the data in a more detailed view, filters on this page will be automatically updated.

Filters on measures will be applied when items are changed in the drop-down menus. When boxes appear next to the drop-down list, this indicates that one or multiple measures can be selected.

After applying a filter, these can be removed by selecting the filter icon within filter box.

The drop down at the side of the filter icon allows you to include or exclude the selected filters.

Excluding values will filter the dashboard to show all data other than the ones selected within the filter.

Dashboard visualisation

Once you have selected your filters, depending on the page you are viewing, a set of headline figures, charts and tables will present the metrics for the measures and date range chosen.

If the information icon is present within a page, this denotes that there is additional information available, this can be viewed by placing your mouse curser over the icon.

When viewing any chart or graph, placing the mouse curser over chart points will display the data in a pop-up box.

Download your data

In the same way as the dashboard, users can select their date range and measures of interest to filter the table data displayed.

You can download your own data via the Download page in the e-RS Reporting dashboard. Data can be downloaded by following these steps.

1. Select the Download page.

2. Use the filters to select the desired measures and date range.

3. Click Download in the top right-hand corner.

4. You will then be presented with options for downloading the data.

5. Click on ‘Download_Data’ to download the data displayed in the table. It is advised that the ‘CSV’ format is selected, this will improve the downloads formatting.

6. Click on the Download button to initiate file download.