Advice and guidance user support information for the NHS e-Referral Service

The information below will provide an understanding on the advice and guidance function.

The 'what is an advice and guidance request' video (duration 6 minutes) talks through what advice and guidance is, the benefits for those that use it and the high-level processes.

The advice and guidance overview webpage provides over arching information on the advice and guidance function.

Understand the areas which should be considered when implementing advice and guidance.

Read about the benefits of advice and guidance.

See how a GP uses advice and guidance and the benefits of using this function (duration 5 minutes).

As a referrer, find out how to:

• navigate and optimise referrer worklists (video: duration 10 minutes)
• understand the different statuses on the advice and guidance worklist (video: duration 2 minutes)
• use advice and guidance as a referrer and referring clinician teams
• initiate an advice and guidance request (video: duration 3 minutes)
• create an advice and guidance request (video: duration 6 minutes)

Review and action an advice and guidance response with a status of: 

• 'Referrer to review response' (video: duration 5 minutes)
• 'Referrer to submit further information' (video: duration 2 minutes)
• 'Update available - referral accepted' (video: duration 2 minutes)

The referrers advice and guidance quick reference guide also provides support for referring users.

As a provider, find out how:

• to review an advice and guidance (video: duration 3 minutes)
• to respond to an advice and guidance request using the 'Ask the referrer for more information' option (video: duration 2 minutes) 
• to respond to an advice and guidance request using the 'Return to referrer with advice' option (video: duration 3 minutes) 
• to convert an advice and guidance to a referral (video: duration 9 minutes)
• advice and guidance works for consultants and provider clinical teams
• to search for an advice and guidance request (video: duration 3 minutes) 
• advice and guidance works for service definers

The providers advice and guidance quick reference guide also provides support for providing users.

Find out more about advice and guidance reporting by reviewing the:

• national advice and guidance data and case reports
• enhanced reporting for advice and guidance information

Information for other e-RS user roles.

How advice and guidance works for:

• e-RS leads and service managers
• Commissioners