End User Manual for Web-Based Referring General Practitioners
Contents
1. ccccccseeceeseeeeeeeseeeeeeeeeeeeeeeesaeeeseesaneeeeneas 33 13 2 How to Change or Update an Appointment Request c ccccceececeeseeseeeeeeeeseeeesanees 34 14 CHANGING OR CANCELLING AN APPOINTMENT BOOKING FOR DIRECTLY BOOKABLE SERVICE case cep ese ede ele cee etc ge eater ete tee eed 35 14 1 How to Change an Appointment Booking cccccccseeecceceseeceeeeeeeeeeseeeeseesaeeeeeeseageeeeeas 35 14 2 How to Cancel an Appointment Booking for Directly Bookable Services 006 36 195 MANAGE REJECTED REFERRALS acessar an see aareut eee oneal ete 38 15 44 FINGING aAGICCICG el Cn Al ceictstictehesentetect ates eoeiguaeteeeen a lest bette cteetea sheet ae 38 16 BROWSE THE DIRECTORY OF SERVICES DOS cccccccsseeeeeeeeeeeeseeeeeeesaeeeeeeessaneees 40 17 REVIEW REPORTS AND ENQUIRIES aeiio eieiei na araa eiii 41 Ile RODOS ea E E E NS 41 Tee HEINOUS aca a a Shad ouineas 41 Page 3 End User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 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 0 of Choose and Book went live this was updated to 2 1 in July 2005 This end user manual sets out the functions that a General Practitioner or referrer can perform in Choose and Book as a we2. ccccccccccccecesseseeceeeceeeeeeeeeseeeeeeeeeeseeeeeeeeeeaas 22 9 ADVICE AND GUIDANCE REQUESTS essaies ipn E EEEE 24 9 1 How to Request Advice and Guidance cccccccecseeceeeceeeeeeceeeeeeeseeeeeeeseeeseeessaaeeeesaaees 24 9 2 How to View Advice and Guidance RESPONSES cccccseeccesesseeeseeeeeeesseeeeeessaaeeeesanees 25 9 3 How to Convert an Advice and Guidance Response into a BOOKINg ccccsseeeeeeees 25 9 4 How to Remove an Advice and Guidance Response from your Worklist 008 26 10 HOW TO CREATE AND SEND AN ELECTRONIC REFERRAL LETTER 0008 27 10 1 Getting to the Referral Letter Section 0nnnnn0nnnnnnnnnnonannnonnnnnonernnrnnnnnnnnneresnnrnnnnnreennnnee 27 102 SSOTIGING AS Fe iid LeO en E E T asec 27 11 HOW TO UPDATE YOUR REFERRAL LETTER FOR DIRECTLY BOOKABLE SERVICES29 12 REVIEWING WORKU TS eraa E eco oe ene see tered ets 30 12 1 Activity LIS 0 occa yee crests scecete ae andcaticccassdeeneanesenenscicanedebsar 72 ve xetsetwcconsavnseseekencstheraxdeachoss eases 30 12 2 AGVICe aMd Guidance RESPONSES sisanne a Eae aE 31 a ARCIO CISC Rer e E E 31 End User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 124 Outstanding Retera eters cexuctiedtteoetetiies ne eiesd desi eee cuealaiaadecene ieee icielciia 32 13 HOW TO CANCEL OR CHANGE AN APPOINTMENT REQUEST ccccseeeeeeeeeeeeeees 33 13 1 How to Cancel an Appointment REQueSt
3. u Cramer Justin s mailing 30 Norfolk Square Paddington London England Business 020 33219035 Ifyou click on ew Multiple you will see the variety of services for that named clinician view Multiple Consultant London Acute Trust Specialist Practitioner London Acute Trust Page 15 End User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 To select one of the clinicians click on their row to highlight them in orange Click Done Name Job Role Location Cramer Justin Consultant Royal Acute Trust Cramer Richard view Multiple Done You will now see the name of the Named Clinician that you have selected in the Named Clinician field in the main screen Cramer Justin 6 3 Searching for services by Keyword You can also search for services by Keywords to the right of your screen ankle pain You can type in a full keyword relating to the condition of your patient or you may enter part of a word It is recommended that you select a Specialty as well as entering a keyword to limit the results to your search Click 799 Services t0 see which services your PCT has commissioned that have your keyword in its DOS entry 6 4 Selecting Appropriate Services for your Patient s Needs You will now see the services available for your patient to choose from 3 Service s l Select Mi Service Name Directly Bookable Location Staff Mix Appointmer Speci
4. Page 29 End User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 12 Reviewing Worklists When using Choose and Book you can review the progress of your patients in the booking process by reviewing your worklists There are 4 worklists for a GP referring clinician e Activity List e Advice and Guidance Responses e Rejected Referrals e Outstanding Referral Letters You can now filter the patients you see in your worklists by selecting your name from the pick list of clinicians to view only those patients within your practice that you have referred If you do not filter your worklists by clinician you will see all patients from your practice that have been referred via Choose and Book To open one of the worklists click on the blue triangle next to the worklist you wish to view or click on the word e g Activity List Activity List 12 1 Activity List You can see for those patients referred and or booked by your practice where they are in the system UBRN The patient s unique booking reference number Booked Y N This tells you if your patient has or has not booked their appointment yet Referral Status The status of the referral including the advice and guidance status Submitted Date Date the appointment request was submitted The name of the referrer Named Clinician Name of the Clinician to whom the patient is being referred Patient Name The name of the patient with that UBRN L
5. and change the attachments you have sent as referral letters once you have submitted the original for Directly Bookable Services only Each time you change the referral letter attachments and resend them they will appear in the hospital clinician s worklist for them to review once again You cannot update referral letter attachments for referral letters submitted for IBS services NB You will first need to update and change the referral letter or other such files and resave them on your computer To attach the revised referral attachments you start by searching for the patient Once the patient is found click the UBRN for the appointment or appointment request UBRMN con i Click 4ctions and select Modify Referral Letter Rebook Appointment Cancel Appointment view Appointment View Referral Letter in view History Click Attachments and then Browse Select the new attachment s you wish to submit with your referral Click Submit to add the file s to the referral letter Click Submit to save the referral letter attachments in Choose and Book ready for the Hospital Consultant to review Click Close to close the Referral Letter Summary screen If the referral letter is frozen meaning that the referral attachments cannot be updated because it is too close to the time of the appointment Choose and Book notifies you In this situation you should contact the service provider directly with the new information
6. o Goto www nhs uk healthspace and select Choose and Book Gastroenterology Outpatients Cheltenham General Hospital o Phone 01242 221 662 o Hours of Operation Mon Fri 0800 1800 Gastroenterology clinic Gloucester Royal o Phone 01452 438 876 o Hours of Operation M W F 0800 1500 For more information about any of the services listed above please contact us E Phone 0845 60 88 88 8 a TE Textphone 0845 8 50 22 50 Cl iD Go to www nhs uk healthspace and select Choose and Book Online The patient can then either take that printout to your practice admin team or they can call the CABAL or IBS Call Centre or they can access the internet at www nhs uk healthspace later to complete their booking Once you have printed off the summary you are returned to the summary screen where you can again either Update Person see section 5 or Add Referral Letter see section 10 1 or Close At this stage you can finish your Choose and Book actions by clicking on Close and you can then come back later to attach your referral letter Page 21 End User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 8 Making an Appointment Booking lf you and your patient wish you can immediately complete the booking of when and where the patient is seen for directly bookable services gt gt gt You will have first selected appropriate services for your patient See section 6 Before as
7. on the Patient Demographic Service PDS on the Spine It is good practice for a GP to check their patient s details held on the PDS each time you use Choose and Book and if required to update the details with the patient 5 1 Accessing the Update Patient Details Section In Choose and Book you can update specific demographic information about a patient and add a patient password You can access this section by either e Searching for and selecting your patient from the Spine see section 4 Search for patient Click on the NHS number a Click 4ctions Select Update Person e or Click on Update Patient Details when processing an appointment request or booking 5 2 Updating Patient Details You are presented with the Patient Information and Preferences screen gt Check the patient s details names date of birth GP details and telephone contacts with the patient Add or change the patient information and preferences as needed You can insert or change the consent to call back patient password preferred language home contact mobile contact work contact temporary contact and disabilities Patient Information and Preferences Consent to Callback Patient Password Preferred Language Yes g English iv Method Mailto value Method Tel J value Wot tact orar nta Method Tel K value Method Mailto a value Ask the patient to choose a password that they can remember 6 or more chara
8. the repository of all information about services that can be booked via Choose and Book You can browse all the services loaded in the DOS regardless of whether they are commissioned by your PCT without initiating any appointment requests or bookings From your homepage click Directory of Services You can now select particular search criteria and then ask Choose and Book to search for and show you all services within the DOS that meet your search criteria You can search for services by Specialty or Services or Keyword Click Search You now see all the services loaded in the DOS that meet your search criteria not just those your own PCT has commissioned Click on the Service Names in blue to give you the detailed information loaded in the DOS for that service Use the scroll bars on the right and to the bottom of the view to see all services relevant to your search Service Hand soft tissue j Mayday Hospital RJ6 Click the Service Mame link For additional service information Conditions Treated Procedures Performed Exclusion Required Investigations Administrative Requirements Service Notes Alternate Service Click on the emboldened subheadings to see the information about this service Service Hand soft tissue Mayday Hospital RJ6 Click the Service Name link For additional service information Conditions Treated Tennis elbow Ganglions Dupuytrens contracture Carpel tunnel syndrome Trigger F
9. to respond to advice and guidance requests Select a single service by clicking the tick box in front of that service 3 Service s Select Mi Service Directly Bookable Location Staff Mix Appointmer Specialty simshurst Orthopaedics Clinic Y Amhurst Acute Trust Male and Female Outpatient ORTHOPAEDICS 23 J3 fat London Lower Limb Orthopaedics Clinic N London East Acute Trust Male and Female Day case ORTHOPAEDICS i i Oxford Orthopaedics y Royal Acute Trust Male and Female Day case ORTHOPAEDICS Advanced Criteria Sloane Service N Royal Acute Trust Male and Female Outpatient GENERAL MEDICINE Click Request Type your request for advice and guidance in the yellow box Page 24 End User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 Anne Wakefield is a 59 year old woman who was an inpatient under your care two weeks ago for chest pain and Feeling dizzy I abnormalities She came to see me in surgery today telling me that vou were planning to Follow her up with coronary angiograpr Could you please let me know the arrangements For this as she has had two Further episodes of chest pain and dizzinesss and is Thank vou gt Click Submit You now have the option to print off your advice and guidance request if you wish by clicking on Prit then selecting your printer from your print box Click Close 9 2 How to View Advice and Guidance Responses On your worklist screen click on Advice a
10. Appointment Booking Click the patient s UBRN for the appointment that you wish to change You will be effectively canceling the appointment already made and rebooking for a new appointment in Choose and Book 2371392309 khanna Anand Male Fassword Fountain Yiew Future 4ppointments BRN 4opointment Date Time Referred By Referral 4981 7072 4921 00 Shah Sushila Y Actions SJ Yictoria Service Cancel Appointment Ey a s ype Cardiology View A amp ppointernnt Urgent Add Reterral Letter View History Make Content Sensitive gt Click tens and select Rebook Appointment Rebook effectively means you are canceling the old booking and rebooking a new appointment You now see the services that the patient can rebook in to on the main booking screen This reveals only those services that you have previously selected when you initiated the original appointment request or booking Click Suggest Appointments You now see the appointment slots for you to choose from with the patient Continue to make the new booking as in section 8 Page 35 End User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 Choose and Book will cancel the old appointment booking automatically when you make the new booking 14 2 How to Cancel an Appointment Booking for Directly Bookable Services NB The GP in the surgery can only cancel an appointment for a Directly Bookable Service as IBS services
11. Keyword NB the above searches are not mutually exclusive e g you can search by Named Clinician with Specialty or you could search by keyword and Named Clinician 6 1 Searching for services by Specialty Clinic Type and Priority Select a Specialty from the pick list Once you have selected a Specialty you can use the Service Selection Booking Guidance to help you to decide on the Clinic type and Priority see section 6 1 1 or you can select Clinic Type and Priority of your choice see section 6 1 2 6 1 1 Using Service Selection Booking Guidance Access Sepite Selection gt Click on to get to the Service Selection Booking Guidance This is an algorithm of questions to help you choose the most appropriate Clinic Type and Priority for your patient gt On each page of the guidance algorithm answer the question and click Next to move on to the next page and question The Service Selection Booking Guidance will give you a recommended Clinic Type and Priority according to the answers you have given to the questions You can accept or reject the recommendation If you wish to override the recommendation click the Override box and select an Override Value and an Override Reason from the pick lists Guidance Oubkcame Sigm odoscopy we Routine Override Reason Page 13 End User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 Once you have completed this screen click
12. NB If you do not set a password with your patient before they leave the practice they will not be able to complete or change their booking with the CABAL or the IBS Call Centre or on the Intenet gt Click Prit to print off this summary information The printout includes the telephone number of the CABAL where the patient can complete their booking for the directly bookable services and the telephone numbers and booking details of each of the indirectly bookable IBS services you have selected with the patient Page 20 End User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 NHS Appointment Request 4563 8382 8493 Your Reference Number shown above is for this appointment only You will need this number and your password when you want to book cancel or change the date or time of your appointment Patient name Paget Errol J Consent to call back You agree that the NHS can contact you by telephone Reference number 4563 8382 8493 To be seen by 18 January 2005 Choice of services To book your appointment jor any of the services listed below please Jollow the booking instructions under the service description Ifyou then need to cancel or change the date or ime of your appointment please also Jollow the instructions under the service description a Clifton Gastroenterology Clinic Clifton Royal Infirmary o Phone 0845 60 88 88 8 Textphone 0845 8 50 22 50 o Hours of Operation Mon Sun 0700 2200
13. alty Amshurst Orthopaedics Clinic Y Amhurst Acute Trust Male and Female Outpatient ORTHOPAEDICS 23 j3 J London Lower Limb Crthopaedics Clinic N London East Acute Trust Male and Female Day case ORTHOPAEDICS i i Oxford Orthopaedics Y Royal Acute Trust Male and Female Day case ORTHOPAEDICS Advanced Criteria Sloane Service N Royal Acute Trust Male and Female Outpatient GENERAL MEDICINE Page 16 End User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 You can get more detailed information about each of the services offered by clicking on the name of a service which is in blue and Choose and Book will display for you the full information that is recorded in the Directory of Services on that service This is your opportunity to check that the choices you will offer your patient are clinically appropriate to their particular needs Once you have read the service information you can select either one or several of the services for your patient by clicking in the box to the left of the service name NB If you only select one option at this stage your patient will only have that one option available to them if they call the Choose and Book Appointments Line CABAL to make a booking later on So if your patient wants to go home to discuss the options with their family you should tick all the clinically relevant options at this stage to keep all those choices open to the patient when they contact the CABAL l
14. ast Activity Date When the last activity was completed on this UBRN by any user Click on the Unique Booking Reference Number UBRN of the patient you wish to review Page 30 End User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 Activity List Last Refresh 26 04 2004 11 04 UBRN Fulfilled N Action Ru 3922 6710 8349 NR 3 6710 7516 3922 6710 6823 3922 671 0 NR Y y NR N gt Clickon 4ttions and select the task you want to perform e g view history or cancel an appointment etc Rebook Appointment Cancel Appointment View Appointment Modify Referral Letter View Referral Letter wiew History You then proceed with the action you have selected 12 2 Advice and Guidance Responses You can see the responses for any requests for advice and guidance that you have requested from a hospital clinician team UBRN The patient s unique booking reference number Tells you the priority with which your request was sent Submitted Date Date the appointment request was submitted Response Date The date that the A amp G request was responded to by the hospital clinician Referrer The name of the referring clinician who sent the advice request The name of the service that the advice request was sent to Specialty The name of the specialty Clinic Type The name of the clinic type Patient Name The name of the patient for whom the advice request was sent Click on the Uniq
15. ater If at this stage you decide not to proceed with an appointment request click Don t Submit You return to your Homepage where you can either click on 4ctions again to proceed with another search for service or you can search for another patient 6 5 Directly and Indirectly Bookable Services The columns of services show the Service Name Directly Bookable and Location 3 Service s l l Select Mi Service Name Directly Bookable Location Staff Mix Appointmer Specialty Amshurst Orthopaedics Clinic Y Amhurst Acute Trust Male and Female Outpatient ORTHOPAEDICS 23 J3 fat London East Acute Trust Male and Female Day case ORTHOPAEDICS j r N Oxford Crthopaedics Y Royal Acute Trust Male and Female Day case ORTHOPAEDICS Advanced Criteria Sloane Service N Royal Acute Trust Male and Female Outpatient GENERAL MEDICINE A Y inthe Directly Bookable column means that a service is Directly Bookable i e you can London Lower Limb Orthopaedics Clinic book your patient for an appointment in the service provider s PAS electronically using Choose and Book gt An Nin the Directly Bookable column means that a service is an Indirectly Bookable Services IBS i e you cannot directly book your patient in for an appointment in that service provider s PAS electronically but you can complete an appointment request for that service and the patient will then need to call the IBS call centre You can view the Booking D
16. b based referrer Web based referrer means that the GP accesses Choose and Book via the NHSnet or web and not via their local GP system Choose and Book enables a GP to refer and book a patient to a service commissioned by their primary care trust PCT and to send an electronic referral letter with that referral or booking The functions that a GP can do in Choose and Book when completing a referral and booking are EES E i Page 4 End User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 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 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 GE rHenncate Enter passcode to authenticate to A Cancel Type in your PIN number also called passcode and click on or press return on the keyboard You may or may not depending on local set up now see a security alert Security Alert Information you exchange with this site cannot be viewed or changed by others However there is a problem with the site s security certificate The security certificate was is
17. cannot be cancelled electronically via Choose and Book If you want to cancel an IBS booked appointment you will need to contact the IBS service to ensure that that appointment Is cancelled in the IBS s Hospital PAS Click the patients UBRN for the appointment that you wish to cancel gt Click tens and select Cancel Appointment Choose and Book shows you the Cancel Appointment screen which displays the details of the appointment already made UERN 5591 3694 0976 Appointment DateTime 27 04 2004 08 30 Duration 30 Minutes Location ROYAL AERIEL HOSPITAL Service Mame NOTTING HILL SERVICE Specialty GYNAECOLOGY Clinic Type Fertility Priority Routine Content Sensitive Mo Appointment Instructions Reason Cancel appointment request Select a Reason for you canceling the appointment from the picklist NB this is a yellow field so is mandatory Reason x Clinic Cancelled Canc Clinic Overrun Hot Specified On Holiday Other More Pressing Engagement Other Patient Cancellation Other Provider Cancellation Patient Died Patient Ill Slot cancelled You can either cancel just this appointment so that you or the patient can make anew appointment later or you can also cancel the appointment request at this stage if you want to cancel the whole referral If you wish to cancel both the appointment booking and the Appointment Request click on the box next to Cancel Appointment Request to pu
18. choose book End User Manual for Web Based Referring General Practitioners GPs for Choose and Book R2 1 Issue 1 3 6 September 2005 Choose and Book Programme End User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 End User Manual for Web Based Referring GPs for Choose and Book R2 1 Welcome to the End User Manual for web based referring GPs for Choose and Book R2 1 Contact Sue Wales National Training Lead National Choose and Book Team Connecting for Health sue wales cfh nhs uk Page 1 End User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 1 Contents Te CONTENT reece an ss cs oe eee ce eine so cane sme naar ee ese e eee ee eaeeeeemepeneemeeee sees 2 2 BACKGROUND TO CHOOSE AND BOOK ccccccccccccceeseeeeeecaeeeeeeeeeceeeeeeeeeeesaaeeeeeessaaaees 4 3 ACCESSING CHOOSE AND BOOK WITH YOUR SMARTCARD cccccccceeesseeeeeeeeee eens 5 Se I LIS INTC your Smartcard sasaaina E aR GRE 5 3 2 If you have a Choose and Book icon on your GESKtOP ccccceeeeeeeeeeeeeeeeeeeeeeeaeaeeeeeeeees 6 Sco If you do NOT have a Choose and Book icon on your GESKtODP ccceeseeeeeeeeeeeeeeeeeees 6 3 4 Selecting your Business Function in Choose and Book cccccsseeeeeeeeeeeeeeeeeeeeeseeeeeeees 7 39 Logging out of and Closing Choose and Book ccccceeeeeeeeeeeeeeeeeeeeeeeeeaaaeeeeeeesaaaees 7 3 6 YoUr HOMOD GO ies ecerty
19. cters with a mix of letters and numbers is recommended and type this in to the Patient Password field Click Y and the PDS will be updated Page 11 End User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 6 Searching for and Selecting Appropriate Services To search for appropriate services to book your patient in to click on the patient s NHS Number which is in blue WHS Wumber Fbs a Name WALES MRS SUE Gender Female rasgar t A box appears showing you a summary of the demographic information about your patient that is recorded on the PDS O Merih iemkry pl mim Tmp ers gt Clickon 4ttions and select Create Advice Appointment Request Update Person Update WCRS Data Sharing Consent You now see the main screen for initiating an appointment request Show Search 1 Reena k i s o RJA PANE PED Ta CENTIME LOND FAMILY TRUST LONDON CO 2 Alber Service By Jtotne Hak and Pense wti mieso FWE WE poscie Paquest Advice gt You need to enter the criteria against which Choose and Book will search for appropriate services that your PCT has commissioned NB The yellow fields are mandatory to be completed to enable a search for services You can search for services by different means Page 12 End User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 1 by Specialty Clinic Type and Priority 2 by Named clinician 3 by
20. d User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 9 Advice and Guidance Requests Advice and Guidance is an electronic one question one answer conversation between a referrer and a service provider clinician that deals with a patient s medical information Instead of progressing with an appointment request or booking you can select a service and then ask the provider Clinician team from that selected service for advice and guidance about your patient or your possible referral 9 1 How to Request Advice and Guidance gt gt gt gt gt gt gt Search for and find your patient from the Search screen Click the patient s NHS number NHS Number th Mame Collins Smith Simon Gender Male Password Wimbledon Click tons and select Create Advice Appointment Request Update Person Update MERS Data Sharing Consent Select a Specialty then Clinic Type and Priority or use the Access Service Selection or use the Named Clinician or Keyword search to search for appropriate services see section 6 Click Request Advice To show that you wish to search for those services willing to respond to your request for advice and guidance Click Suggest Services Those services that your PCT has commissioned meeting your selection criteria and that have agreed to respond to advice and guidance requests are displayed i e the list will not show those services that have not agreed
21. e location of the service for the referral The closing date by when you need to have sent a referral letter Name of the patient referred Click on the Unique Booking Reference Number UBRN of the patient you wish to write the referral letter for Click Add Referral Letter Complete the referral letter as in section 10 Page 32 End User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 13 gt gt How to Cancel or Change an Appointment Request You first need to find your patient and their current appointment booking On your Homepage there are two ways to find the patient and the appointment booking you are wanting to cancel or change Either search for the patient by their UBRN NHS Number or demographics see section 4 Or click on Activity in the Worklist section 13 1 How to Cancel an Appointment Request gt gt gt gt gt Click the UBRN for the appointment request UBRI an i hae Click Actions and select Cancel Request Actions Update Book Cancel Request Contact View Request Views History Make Content Sensitive Select a cancel Reason Appt made for wrong patient Appt made with wrong provider By patient reason not specific By provider reason not specific Clinic cancelled Clinic overrun Cther more urgent engagement Patient dieg Patient ill Slot cancelled Click Cancel Request The system warns yo
22. earching for and Selecting a Patient There are 3 ways that you can search for a patient by UBRN NHS Number or by Demographics If you know your patient s NHS Number click on NS Number and then enter the NHS Number in the box and click on Search NB NHS number is the fastest way of finding your patient If you know your patients Unique Booking Reference Number UBRN you can click on ERM and then enter it in the box do not enter the hyphens and click Search NB The UBRN is a number generated by Choose and Book for your patient s particular appointment request If you do not know the NHS Number or UBRN click on Pemographics and then enter the patient s Surname Forename Gender and Date of Birth Please check the spelling of forename and surname with your patient UBRN NHS Mumber Demographics Surname Forename Gender a Date of Birth Home Postcode i i If you know it you can also add in the patient s Home Postcode Check to ensure that the postcode provided is for their permanent address and not that of a temporary address e g temporary resident or on holiday Check if the patient has recently moved and whether they informed their GP if they did not inform the GP ask for their previous address If the postcode is not known by the patient do not enter a default like XX99 but use the Advanced Options NB Yellow fields in Choose and Book are mandatory gt Clickon Search Choose a
23. end an Electronic Referral Letter NB To create and send a referral letter you must have completed an appointment request but you do not have to have made a booking of date and time Before you can send a referral letter in Choose and Book you must first create the referral letter on your computer and save it so you can attach it in Choose and Book Check with your GP System Supplier for how you should save your electronic referral letters in your GP system or decide where you will save any MS Word letters you have written 10 1 Getting to the Referral Letter Section There are several ways that you can get to the Referral Letter section of Choose and Book e Directly from the appointment summary or booking summary screen by clicking on Add Referral Letter e Or from your worklist of Outstanding Referral Letters Or by searching for and finding your patient and viewing their appointment history see below Click the UBRN of your patient for the appointment or appointment request already made UBR N gt Click 4ttions and select Add Referral Letter Rebook Appointment Cancel Appointment View Appointment View History Make Content Sensitive You are now in the Referral Letter screen 10 2 Sending a Referral Letter gt From the Requested Action pick list select the action you would like of the consultant you are referring to Requested Action Diagnosis Management Advice Mot specified Pat
24. etails of an IBS by clicking on the Service name in blue Click on Booking Details to reveal the detailed information about the hours of opening and the telephone number of the IBS call centre Page 17 End User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 Service ENT EMT Suffolk RT6 Click the Service Mame link For additional service information Booking Details E ooking T slepnone Number 0191910 0101010 Hours of Operstion Mon Fri 2amr pom mot vale You can print off this information if you wish by clicking Print Click OK to return to the main bookings screen The Location column tells you what site or location that service is held at You can shortlist and select a mix of both Directly and Indirectly Bookable Services for your patient Page 18 End User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 7 Making an Appointment Request When a Patient Wishes to Make a Booking Later and Printing a Summary The GP does not have to complete a booking at this stage but can instead complete the appointment request if your patient wants to go home and think about where and when they would like to be seen at the hospital and call the Call Centre or if you wish your practice admin staff to complete the booking you can simply print off an appointment request summary at this stage and give it to the patient 7 1 Completing an Appointment Request and Pr
25. ew any information so if you make a request Content Sensitive the patient cannot call the BMS to complete their booking If you make an appointment request Content Sensitive by ticking the box you must remember that only you will be able to view anything about that appointment request Page 19 End User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 gt gt gt within your practice which may not be appropriate if you are not due to be available in the near future within that practice In the BMS Follow Up field select the maximum numbers of days by when you want your patient to have been in touch with the Choose and Book Appointments Line CABAL or practice or the IBS call centre or the internet to make the booking This is useful to make sure your patient does actually make a booking for your referral If your patient has not made the booking within the number of days you specified the BMS staff at the CABAL is notified in Choose and Book so they can send a reminder to the patient to complete the booking process Click on Submit to apply the appointment request You now see the summary with 3 options Update Person Add Referral Letter or Print You can update your patient s details on the Spine including add a password to their record by clicking on Update Person see section 5 You can attach your referral letter in Choose and Book by clicking on Add Referral Letter see section 10
26. hosen date and time Click Book NB Don t click Request at this point as this will not book the appointment in the selected slot it will just create an appointment request Review the appointment details If the details are correct click Submit and Choose and Book will check with the PAS real time to see if that slot is still available Page 22 End User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 If the communication between Choose and Book and the PAS fails or if the slot is no longer available in the PAS you will get a message telling you so Repeat the booking process as above f the booking details are not correct click Pont Submit to go back to the previous screen To print the Appointment Summary for your patient click Prit Choose and Book displays the appointment summary as it will print out gt Click Prit and then select the printer you want to print from Click gt Click Close to close the Print Appointment Confirmation screen gt Click Close to close the Appointment Summary screen gt You have now made a booking for your patient and printed off for them a summary of their appointment made NB Tell the patient that the hospital will send the patient a clinic letter to confirm their appointment and give them more details about how to get to the room where the clinic is being held as the hospital still needs to accept the referral and booking Page 23 En
27. ient reassurance Performance of a procedure l operation Treatment Page 27 End User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 Select a priority from the Referral Priority pick list Referral Priorty Routine Urgent 2 eek vat gt Click Attachments You now see a box where you will need to browse for and select your referral letter as an attachment gt Click Browse to search for the file on your computer Pick the correct directory and folder where your referral letter is saved in the Look in box T L Files of type al Files Cancel we Click on the desired file to highlight it and click Choose and Book shows you the file you have selected gt Click Upload to add the file to the Attachments list You can add more files at this stage if you wish to have more than one attachment sent as the referral e g add scan results etc Add File Browse Upload Khanna amp Referral Letter txt text plain x gt Click Submit to add the file s to the e referral letter message gt Click Submit to save the referral letter attachments in Choose and Book ready for the Hospital Consultant to review Click Close to close the Referral Letter Summary screen Page 28 End User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 11 How to Update Your Referral Letter for Directly Bookable Services NB You can update
28. ing Referral Letters Click on Rejected Referrals to reveal your worklist of any referrals that have been rejected Click on the UBRN of the rejected referral and you can read the explanation of why the referral was rejected from the hospital clinician Prov Suber ea a mke Aeon Beran bocsi Rare Hearn inis Patent Haris Further rimai Pera Dri A i DIELD H4 ael pa Dik ames Piati Fata Modor hyay Teia ec rii Akiak lir a Medeor Dai Many thank for foraarding Arade pathology eoir b r o ha hyp neces koe pirg pales WANE ka ord decreas in ogee Ivek ggl Tat he k ugenl referred to a gasio get Pirni qpr CARDELL pariy Cartobgy afesrel letter See Yen Shotit Priye Pati Page 38 End User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 gt If you click on ions you can then select whichever action you wish to take with your patient e g to change the appointment request click on Update Book to cancel the whole referral click on Cancel Request to update your referral letter click on Modify Referral Letter etc pe Update Book Cancel Request pE View Request Modify Referral Letter View Referral Letter You can close the worklist by clicking on the UBRN and then clicking on Rejected Referrals Page 39 End User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 16 Browse the Directory of Services DOS The Directory of Services DOS is
29. inger Tenosynovitis PROCEDURES PERFORMED Steroid injection Manipulation of stiff joints EXCLUSIONS All urgent referrals Please send a faxed urgent referral to REQUIRED INVESTIGATIONS None Required Print OK You can print the information by clicking on Print Click OK _ to return to the list of DOS services Page 40 End User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 17 Review Reports and Enquiries 17 1 Reports There are reports available to the GP in Choose and Book Reports are pre defined sets of information for a pre set period of time The pre set period of time for reports is a calendar month and they are generated retrospectively e Bookings by Priority e Activity by Priority available in 2 2 or 2 3 e Referral Analysis e GP Channel Profile e Practice Summary Report To access the reports available for GPs click on Ferorts on your homepage and then select the report you wish to view gt Clickon Print to print off the report you are viewing gt Clickon Close to return to your homepage 17 2 Enquiries An Enquiry is similar to a report with pre defined information but you can define your own 28 day time period for an enquiry The day you run an enquiry will provide data for the previous 28 days e Cancelled Appointments e Cancelled UBRN s Enquiry e DNA d Appointments Enquiry e Due Date Exceeded Enquiry e Two Week Wait Enquiry gt To access the e
30. inting a Summary for your Patient Having shortlisted the appropriate service s for your patient See section 6 click on Request near the bottom right hand corner of your screen to complete an Appointment Request gt You see a summary of the options selected plus the patient s details You may have either directly or indirectly bookable services selected or a mixture and they will all be listed here UBRN 2857 7397 9366 Specialty GENERAL MEDICINE Clinic Type Asthma services Location Service Name HIGHGROVE HOSPITAL Royal West Asthma Clinic QUEEN MARY S HOSPITAL Royal Park South Asthma Clinic Priority Routine A Referral Letter Outstanding will add at a later time Content Sensitive BMS Follow Up After 17 22 Days The Referral Letter Outstanding field is automatically ticked if the services you are making a request for require a referral letter and you cannot change that if the service requires a referral letter to review You have the option to tick the Content Sensitive box Making an appointment request Content Sensitive restricts who can see any information about this appointment request This means that in the referring practice only the referrer in person can view any information at all about this particular appointment request All staff in the associated workgroups within the service provider you are referring to will be able to view information about that appointment and referral The BMS will NOT be able to vi
31. king Choose and Book to find available appointments for the service s you have selected you can limit the search by filling in the date range of when your patient should or wishes to be seen Ach rec Cretan Suggest Appuintinants The Due By date is the latest date by when you want your patient to be seen at the hospital The Start Date defaulted to the current date and End Date are the dates within which you want to view available appointment slots for your patient to be seen at the hospital Click on Suggest Appointments and Choose and Book will display in chronological order all the appointment slots for all your selected services within the date ranges you have specified Appoint nents Sac Apparte Cote Tire Servic Hain Location Lind Prof eppiona Diari Wia C000 Fai LFI H Liverpool Serica Poceyal Astrid Hicrspatal Harris Rita Dey Week Month MSAD Fai LF H HP s Hivspatall Poor April Hicrspatal MPD Fai LPi ZO Liverpool Servicn Reyel Aupried Hoppa Harris Rita Cres Fri Tio He s Rinapetall Ferral Avie Hirgpetal 10200 Fa 3 CTH Ligand Sera Rora Aarie Aicraget al 10200 Fri iTi He s Hinspetall i You can use the scroll bar to see up to 50 appointments currently available You can click the Next button to see the next 50 and Back to see the previous 50 You can change the view by clicking on Week or Month Select one appointment of the patient s choice by clicking on the round radio button to the left of the c
32. nd Book will search for your patient in the PDS on the Spine If your patient is not found a message in red will tell you so and you then can enter more search criteria by clicking on either Home Address or Advanced Options You can then enter more information about your patient and click on Search again Page 9 End User Manual for Web Based Referring GPs for CAB R2 1 Date of Birth Home Postcode l Home Address House Number Advanced Options Search Date of Birth Range Other Name Registered GP Registered Practice Clear Search Issue 1 3 6 September 2005 NB for your patient to be found on the Spine they must have an NHS Number Patients without an NHS Number cannot be booked using Choose and Book NB for CAB to display the patient the PDS must return a single hit from the PDS otherwise the user must enter additional search criteria until the PDS returns a single patient Once your patient is found their name and NHS Number will appear at the bottom of your search section in blue SHE Female Date of Birth 15 G2 10A Home Address Home Postcode Advanced Options Clear Search NHS Number 476o 4 Name WALES MRS SUE ender Female lassword View Future Appointments BRN Appointment Date T Referred By Referral Page 10 End User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 5 Updating Patient Details Patient Details are held
33. nd Guidance Reponses Click the UBRN of the patient that you want to review a response from BRM OOO0 9000 0121 O000 9000 0124 Click Actions and select View Advice Request Update Advice Request Clase Advice Request Read the response then click Close NB The UBRN will remain in your Advice and Guidance Responses worklist for 6 months or until you remove it from your worklist see section 9 9 3 How to Convert an Advice and Guidance Response into a Booking From your worklist screen open the Advice and Guidance Reponses worklist Click the UBRN of the response you wish to review and progress gt Click tions and select Update Advice Request This now takes you to the Booking Screen where you can select more services if you wish then click on PedUest or Suggest Appointments tq progress the booking Complete the appointment request process or booking process as in sections 7 and 8 Page 25 End User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 9 4 How to Remove an Advice and Guidance Response from your Worklist gt From your worklist screen open the Advice and Guidance Reponses worklist Click the UBRN of the response you wish to remove from your worklist gt Click tons and select Close Advice Request This will remove the response from your worklist Page 26 End User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 10 How to Create and S
34. ndy Referring Clinician THE WHITTINGTON HOSPITAL NHS TRUST Log Out Electronic Booking Service Hide Search WRN NS Number Ema Worklists Directory of Services Enquiries Reports gt Activity List gt Advice and Guidance Responses aes gt Rejected Referrals gt Outstanding Referral Letters Date of Birth l l gt Home Address gt Advanced Options Clear Search Internet Inbox Micros T Phase 1 Relea Z Electronic Boo cy GPNakedBooki iG Enduserpack 2 Ol g e 17 32 The Referring Clinician homepage has 2 main sections Search on the left and Worklists on the right The Search section is where you can search for your patient from the Patient Demographic Service PDS on the Spine see section 5 2 The Worklists section gives you the latest information on the patients you have initiated or completed bookings for and is a useful tool for you to check if you have any outstanding actions like completing your referral letter for a patient See section 10 You can also browse the Directory of Services by clicking on Directory of Services see section 16 or you can access enquiries by clicking on Enquiries or you can access reports by clicking on Reports See section 17 wWorklists Directory of Services Enquiries Reports Your Homepage is where most actions start from Page 8 End User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 4 S
35. nquiries available to GPs click on Enauiries on your homepage From the pick list of enquiries select type of enquiry you wish to view Cancelled Appointments Enquiry Cancelled UBAN Enquiry DNA d Appointments Enquiry Due Date Exceeded Enquiry Two Week Wait Enquiry You can print off your enquiry by clicking on Print Clickon Close to return to your homepage Page 41
36. on and you are returned to the main Done booking screen Ifyou accepted the recommendations the Clinic Type and Priority fields will have been automatically populated If you rejected the guidance recommendations you should select the most appropriate Clinic Type and Priority from the pick lists 6 1 2 Selecting Services If you do not use the Service Selection Booking Guidance you can select a Clinic Type and Priority of your choosing If your patient wishes to be seen in an all female clinic for example you can select this as a search criterion from the picklist of Staff Mix in the upper right side of the screen If your patient does not wish to travel far you can type in the maximum number of miles the patient would wish to travel from their home postcode address Within miles of 46 SED postcode Once you have completed all the yellow mandatory fields plus any other other search criteria your patient wishes click on Suggest Services Choose and Book will search the Directory of services for those services that meet your search criteria that have been commissioned by your PCT 6 2 Searching for services by Named Clinician Using the Named Clinician search in Choose and Book means that you can search for services that are delivered by a particular named clinician However your targeted clinician will only show for those services that have made him her a Named Clinician when loading the Director
37. orary Temporary EBS GP Referrer Oo Temporary Temporary EBS ServiceDefiner I Temporary Temporary EBS Clinician Trust I 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 Microsoft Internet Explorer DY The Web page you are viewing is trying to close the window 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 and Book E Th 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 3 3 If you do NOT have a Choose and Book icon on your desktop gt Open Internet Explorer on your computer Page 6 End User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 P Fd Internet Explorer Inthe address box of the internet screen type in https nww ebs ncrs nhs uk app ebs Choose and Book sometimes takes a little while to check your authentication and then
38. sued 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 gt Click to proceed 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 Page 5 End User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 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 Role Selection Microsoft Ir ernet Explorer BE Fie Edit view Favorites Pols Help ay r al A lt i O amp _ ST D J x 2 Search se Favori tes a Media amp CS ce LJ rel 33 Address EI https sbapi itional ncrs nhs uk saml RoleSelectionwT jsp token AQICSwM2ZL 45fcygzwxg 2BcMSOm3jkrjduedkyxdVHg3G 2FQw 3D bs Go Links Please lect your default session role Wales Sue W HEsoum 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 O Temporary Temporary EB ServiceDefiner HE WHITTINGTON HOSPITAL NHS TRUST l Temp
39. t a tick in the box NN Reason Not Specified g vi Cancel appointment request Page 36 End User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 If you wish to just cancel the appointment booking do not put a tick in the box Click Cancel Appointment Choose and Book gives you a warning message to confirm the action you are about to take Click Yes Page 37 End User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 15 Manage Rejected Referrals Once you have sent a referral letter in Choose and Book and the patient has had a booking made the booking and letter can be reviewed by the hospital The hospital clinical team can then accept or reject your referral If they accept the referral and booking you need take no further action If however the hospital rejects your referral and booking you will need to contact the patient to ensure they do not go to the hospital and to progress their care further if required 15 1 Finding a Rejected Referral Wiorklisks gt From your homepage click on the to see your worklists You can select your own name from the picklist of Referrers so you only see those patients you have personally initiated an appointment request for or who you have made a booking for Click on the pick list and select your name Filter By Referrer Activity List Advice and Guidance Responses Rejected Referrals Outstand
40. tare merncusvendacunas E E 8 4 SEARCHING FOR AND SELECTING A PATIENT ccccccccccseseeeeeeseeeeeeeeeseaeeeeeeeeeseaeeees 9 5 UPDATING PATIENT DETAILS encgccocnedsicassdnsdedestwsecdsdeaindecdadegesonkaabeasdunsetedeediiuelacagaceiberosbess 11 5 1 Accessing the Update Patient Details Section cc eccccceccceeeeeeeeeeeeteeeeeeteneeesaueeesenes 11 5 2 Updating Patient Details 2 0 00 ccccccccsssceeceseeeeseeeeseeeeeeseeeeeeseeeeeseeeeesaueeeeseeeeesaeeeesaaaees 11 6 SEARCHING FOR AND SELECTING APPROPRIATE SERVICES 0c0cccccceeeeeeseeeees 12 6 1 Searching for services by Specialty Clinic Type and Priority ccccceeccesseeeeeeeeeeees 13 6 2 Searching for services by Named Clinician ccccccceeecceceeeeeeeceeeeeeeseeeeeeesseeeeesaaeeees 14 6 3 Searching for services Dy KEYWOMK cccccseeecceceeeeeeeseeeeceeeeeeeceesseeaeeeessaaeeesseaeeeessaaeeees 16 6 4 Selecting Appropriate Services for your Patients Needs ccccceceeeeeeeeeeseeeeeaeeeees 16 6 5 Directly and Indirectly Bookable ServiCe ccccceeeccceceeeeeeeceeeeeseeeeeeeseeeeeeeseaeeeeesaaees 17 7 MAKING AN APPOINTMENT REQUEST WHEN A PATIENT WISHES TO MAKE A BOOKING LATER AND PRINTING A SUMMARY ccccccccccssseecceeceeseeeeeeeeseeseceeeeseeeseeeessaueaeeeeeeseeaeeees 19 7 1 Completing an Appointment Request and Printing a Summary for your Patient 19 8 MAKING AN APPOINTMENT BOOKING
41. the if you have one Business Function the Choose and Book homepage will open showing you the Choose and Book business functions available to you If you have more than one Business Function you will see the role selection screen in Choose and Book You have now accessed Choose and Book using your smartcard Jo Paii TAL WHITTINGTON HOSPITAL ARES TELET Sereane Definer 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 Business Function in Choose and Book gt As a QP within Choose and Book you will have been given the Business Function of Referring Clinician Select Referring Clinician from the pick list and click OK ik Cancel oe he a Choose and Book will now load your homepage 3 5 Logging out of and Closing Choose and Book To log out of Choose and Book you click on 994 near the top right of the screen This takes you back to the selecting role screen so if required you can select another Choose and Book role and go back in to the tool from here Page 7 End User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 To exit Choose and Book completely you need to click on the at the top right corner of the screen 3 6 Your Homepage Electronic Booking Service Microsoft Internet Explorer aA Help Wales Sue We
42. u that you are about to cancel an appointment Page 33 End User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 Cancel Alert The appointment request will be cancelled Do you wish to proceed Yes Mo Click Yes if you are sure you wish to cancel the appointment request Click Close 13 2 How to Change or Update an Appointment Request Click the UBRN for the appointment request UBRN weet Click tons and select Update Book You now see the main booking screen where you can change the criteria of your search for services and search for and select different services that are appropriate to your patient see section 6 Progress with an appointment request see section 7 Page 34 End User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 14 Changing or Cancelling an Appointment Booking for Directly Bookable services Remember that to be able to cancel or change a booking the appointment must have already been booked as a directly bookable appointment Any IBS appointments must be cancelled with the IBS call centre You first need to find your patient and their current appointment booking On your Homepage there are two ways to find the patient and the appointment booking you are wanting to cancel or change e Either search for the patient by their UBRN NHS Number or demographics e Orclick on Activity in the Worklist section 14 1 How to Change an
43. ue Booking Reference Number UBRN of the patient you wish to review the response for 12 3 Rejected Referrals You can see any referrals that have been rejected by the hospital you tried to book your patient in to UBRN The unique booking reference number of the patient whose Page 31 End User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 NHS number of the patient whose referral was rejected Submitted Date The date the referral was submitted Service Override Was the service selection booking guidance recommendation overridden by the referrer for that referral NB Any patients in this list will need to be contacted by your practice to inform them that their booking is now cancelled and they will need to be re booked or re referred The hospital will not be contacting any patients for whom they have rejected the referrals for 12 4 Outstanding Referral Letters You can see if there are any patients that have bookings for whom you have not written sent a referral letter NB Until you send a referral letter the hospital will have no information about your patient to review The unique booking reference number of the patient whose referral was rejected NHS NHS number of the patient whose referral was rejected Submitted Date The date the referral was submitted Service Override Was the service selection booking guidance recommendation overridden by the referrer for that referral Th
44. y of Services To search for those services of a particular Named Clinician you will first need to search for your named clinician Click on the purple box to the right of the Named Clinician field gt Enter the Surname of the desired clinician you wish to find and enter any further details if you wish to limit the search findings e g forename organisation or location or specialty Page 14 End User Manual for Web Based Referring GPs for CAB R2 1 Issue 1 3 6 September 2005 Surname cramer Forename Service Provider Organisation Service Provider Location Specialty ka Clear Search gt Click on Search Choose and Book now shows you all the Named Clinicians in the system that meet your search criteria Specialty E Mame Job Role Location Cramer Justin Consultant Royal Acute Trust Cramer Richard View Multiple You are given the full name of the clinicians and their role and locations that are in the Directory of Services DOS You can see in the picture that Justin Cramer is a named clinician for a service or services only at the Royal Acute Trust However Richard Cramer is recorded as ie Multiple This means that Richard Cramer is Named Clinician for more than one service in more than one location To view the details of a named clinician click on their name in blue and you will see their details Click on the name in blue again to close the window Mame Cramer Justin
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