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CSMS job roles

Staff who work in cervical screening must have an appropriate job role added to their Care Identity profile to access the Cervical Screening Management System (CSMS).

Page contents

1. GP practice staff who manage notification lists

This includes:

  • GPs

  • GP practice nurses

  • GP practice managers

  • GP admin staff

Staff who manage the list of patients due to be invited for cervical screening (prior notification list - PNL) need to be assigned one of the below job role codes on their Care Identity profile.

Job role codes
  • R0260 - GP
  • R8000 - clinical practitioner access
  • R1780 - practice manager
  • R0600 - practice nurse specialist practitioner       
  • R0620 - practice nurse
  • R8001 - nurse access role
  • R9809 - nursing associates
  • R9816 - trainee nursing associates
  • R1480 - healthcare assistant
  • R8003 - health professional
  • R8006 - medical secretary
  • R8010 - clerical access role
  • R1730 - receptionist
  • R8008 - admin
  • R8009 - admin
CSMS pages and functions available to users with these job role codes
CSMS page CSMS functions
Patient Search
  • enter search criteria (NHS number / demographics), view results and click through to Patient Summary page
Patient Summary
  • view demographics and test results
  • produce HMR101 sample submission form
  • view GP Information tab
Notifications*
  • patients due to be invited (Invite / Defer / Cease)
  • patients who have not responded (Review / Defer / Cease)
  • view patients to review
  • manage emails (add or remove email addresses for notification alerts)
Reporting
  • view Screening history batch download report
  • view Non-responders report

*Notifications page - GP practice users will only be able to view and process notifications in the CSMS of patients who are registered to their GP practice ODS code at the time of accessing the CSMS functions.

2. Sample takers

This includes:

  • GP sample takers
  • GUM clinic sample takers
  • sexual health sample takers 
  • DMS sample takers 
  • detained estates sample takers

Sample takers should use CSMS to view patient screening history, check eligibility and fill in HMR101 forms.

They need to be assigned one of the below job role codes on their Care Identity profile.

Job role codes
  • R0260 - GP
  • R8000 - clinical practitioner access role
  • R0600 - practice nurse specialist practitioner
  • R8001 - nurse access role
  • R0620 - practice nurse
CSMS pages and functions available to users with these job role codes
CSMS page CSMS functions
Patient Search
  • enter search criteria (NHS number / demographics), view results and click through to Patient Summary page
Patient Summary 
  • view demographics and test results
  • create and fill in HMR101 forms
  • view GP Information tab 
Notifications*
  • patients due to be invited (Invite / Defer / Cease)
  • patients who have not responded (Review / Defer / Cease)
  • view patients to review
  • manage emails (add or remove email addresses for notification alerts)
Reporting
  • view Screening history batch download report
  • view Non-responders report

*Notifications page - for users who are not required to take action on notifications, this page will indicate that there are no records that need reviewing.

3. Laboratory staff

This includes:

  • cytologists
  • lab scientists
  • quality control

Laboratory staff who need to view patient screening history in order to process samples will need to be assigned one of the below job role codes on their Care Identity profile.

Job role codes
  • R8005 - bio-medical scientist access role
  • R8000 - clinical practitioner access role
  • R8001 - nurse access role
  • R8008 - admin or clinical support access role (and no base activities)
CSMS pages and functions available to users with these job role codes
CSMS page CSMS functions
Patient Search
  • enter search criteria (NHS number / demographics), view results and click through to Patient Summary page
Patient Summary
  • view demographics and test results
  • create and fill in HMR101 forms
  • view GP Information tab
Notifications (not visible to job role R8005)*
  • patients due to be invited (Invite / Defer / Cease)
  • patients who have not responded (Review / Defer / Cease)
  • view patients to review
  • manage emails (add or remove email addresses for notification alerts)
Reporting (not visible to job role R8005)
  • view Screening history batch download report
  • view Non-responders reports

*Notifications page - for users who are not required to take action on notifications, this page will indicate that there are no records that need reviewing.

4. Colposcopy staff (including gynaecology)

This includes:

  • colposcopists
  • colposcopist admin
  • colposcopist nurses
  • Cervical Screening programme leads (CSPLs) 

These users need to view patient screening history in order to provide the appropriate treatment. Users who take the sample and need to view patient screening history, and print or fill in a HMR101 form.

All of the above will need to be assigned one of the below job role codes.

Job role codes
  • R8000 - clinical practitioner access role
  • R8001 - nurse access role
  • R8008 - admin or clinical support access role (and no base activities)
CSMS pages and functions available to users with these job role codes
CSMS page CSMS functions
Patient Search
  • enter search criteria (NHS number / demographics), view results and click through to Patient Summary page
Patient Summary
  • view demographics and test results
  • produce HMR101 sample submission form
  • view GP Information tab
Notifications*
  • patients due to be invited (Invite / Defer / Cease)
  • patients who have not responded (Review / Defer / Cease)
  • view patients to review
  • manage emails (add or remove email addresses for notification alerts)
Reporting
  • view Screening history batch download report
  • view Non-responders report

*Notifications page - for users who are not required to take action on notifications, the Notifications page will indicate that there are no records that need reviewing.

5. Staff working in the Screening Quality Assurance Service

This includes all staff working in the Screening Quality Assurance Service (SQAS) who need read only access to CSMS and the following core functional requirements:

  • run relevant operational reports
  • batch downloads of screening histories
  • look up screening participants and see any audit trails

These users will need to be assigned the job role code below.

Job role code

  • R8010 - clerical access role and ODS code X24 (NHSEI)

Last edited: 18 September 2025 10:34 am