Arrange triage

When you log in to the e-RS web application as a referring clinician (RC) or referring clinician admin (RCA) at a referring organisation, like a GP practice, it will default to the 'Patient' tab.

To start the referral process, you must find the patient using one of the three search methods:

1. NHS number.
2. UBRN (Unique Booking Reference Number).
3. Patient details

Find the NHS number for one of your test patients and hit 'search' to retrieve the patient details.

Select 'Refer or seek advice'.

The service search criteria screen will be displayed.

If you are logged in as an RCA, you will need to select the delegated clinician who are creating the referral on behalf of.

Fill out the search criteria, ensuring the 'Request type' is set to 'Referral'.

Select an appropriate:

• referral priority
• specialty
• clinic type

Ensure you select a priority, specialty and clinic type you have configured as part of creating services.

The patient being referred must match the criteria for your service. Check the age and sex of the patient being referred against the restrictions on the service. For example, if the service has been restricted to females over 65 years of age, creating a referral for a 4 year old boy will not return the required service in a search.

Select 'Search'.

Supporting service search information is available within the e-RS online help.

The service selection screen will be displayed.

Search results can include:

1. Bookable services, which can either be Directly Bookable (DBS) or Indirectly Bookable (IBS).
2. Triage services, also known as Referral Assessment Service (RAS).

Select one of the triage services you have created.

Select 'Book/Send for Triage'.

Select 'Request triage' against your selected service.

You will be presented with the pre-submission screen. This is an opportunity to check that all of the referral information is correct.

Click 'Confirm' to complete the process.

You will be informed that the referral has been created successfully.

In most cases, the receiving service will require a referral letter (the clinical context), in order to review and accept the referral. A referral letter can be added in several ways. In this step, we will be uploading a letter as part of the referral process.

From the previous success screen, select 'Add referral letter'.

'Select a file' and navigate to the file you would like to add.

If required, repeat the step above to add multiple files up to a limit of 5MB each. There is no restriction on the number of files which can be added.

The e-RS supports a wide range of suitable file types.

Click 'Save'.

This is an optional step which prints the referral instructions for a patient.

The instructions inform the patient of their referral and includes:

• referral details (UBRN and access code)
• service details
• how to manage their referral
• assisted digital support

In this step, you can print the referral instructions to see what the document looks like.

On the the referral summary screen, select 'Print patient referral instructions'.

The 'Patient referral instructions ' dialog will be presented.

From here, you can either print the document to a local printer, or save the document to a suitable location.

Click 'Close' to complete this referral journey.