End User Manual for General Practitioners (GPs) using GP
Contents
1. Review the appointment details lf the details are correct click 34 t_ and Choose and Book will check with the PAS real time to see if that slot is still available If the communication between Choose and Book and the PAS fails you will get a message telling you so Repeat the booking process as above Don t Submit Ifthe booking details are not correct click to go back to the previous screen To print off the Appointment Summary and your patients password click Prit You then have the option to print just the Appointment Summary or the Appointment Summary and the Patient Password Click on the option you wish The Appointment Summary printout includes the telephone number of the CABAL where the patient can change their appointment Page 18 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 Click Pnt and select the printer you want to print from click L_OK Click se to close the Print Appointment Confirmation screen y Click to close the Appointment Summary screen Uug You have now made a booking for your patient and printed off for them a summary of their appointment made Close Choose and Book to return to the GP Enterprise Referral Screen pa Click Save to save the consultation N B If you do not save all data will be lost including the UBRN You have now made a booking for your patient and printed off for them a summary of their appointment2. End User Manual for General Practitioners GPs using GP Enterprise for Choose and Book R2 2 Issue 1 0 Seetec Group 26 September 2005 Choose and Book Programme End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 End User Manual for GPs using GP Enterprise for Choose and Book R2 2 Welcome to the End User Manual for GPs using GP Enterprise for Choose and Book R2 1 Contact National Choose and Book Team NHS Connecting for Health cabtechnicaldeploymentteam cfh nhs uk Page 1 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 1 Contents END USER MANUAL FOR GENERAL PRACTITIONERS GPS USING GP ENTERPRISE Or Oe INS BOOR RZ 2 pereen tact adadsioheiseiacaoanoara oyna ER O 1 END USER MANUAL FOR GPS USING GP ENTERPRISE FOR CHOOSE AND BOOK R2 21 WELCOME TO THE END USER MANUAL FOR GPS USING GP ENTERPRISE FOR CHOOSE AND BOOK AZ erreca E ewedevardunacocnenadcntsiva tin ceerensdecenssuwetedes 1 T CONTENE arn E E e e eeeere eeee 2 2 BACKGROUND TO CHOOSE AND BOOK ccccccccsescseeeeseeeeeeesesececesesececseseseseseseseseneseess 5 3 ACCESSING CHOOSE AND BOOK VIA GP ENTERPRISE USING A SMARTCARD 6 Using your Smartcard to Log in tO VISION ccccceeccccseeeecseeeceeueeeeaeeeeeseueeeseueeeseaeeessaeeeesseeeesaaes 6 Sal Changing your SESSION Role cccccceeecececeeeeeeeeeeeeeeeeeeeeeeseeeeeeeeseaeeeesseaeeeeesseeeeeteaseeeet
3. saaeenseds 29 9 5 Removing Ala CAIMGINS oces a E E land watiad eacde aa tote taae Audited inal iaiat 29 9 6 Uploading the Letter Medical Information and Attatchments to Choose and Book 29 10 HOW TO UPDATE A REFERRAL LETTER IN GP ENTERPRISE cccccccssssseseeeeeees 31 10 1 Switching between Choose and Book and GP Ente rprisSe cccccseeceeeeeeeeeeeeeeeeeeeees 32 11 REVIEWING WORKS TS sisscectapece tte aAA OE tacts 33 11 1 To get to your worklists from GP Enterprise cccccceececseeeeeseeseeseeeeesseeeeeeseeeesaeeeeees 33 112 TOOpEn a WOKING ecce E ocak on mneve mnceesa Coated E 33 11 2 1 Activity List ccccecccccsssscssssecscccecesecesssececcecsesessssesearavaesesesesscanaracsesesessestevaraeaeneeee 33 11 2 2 Advice and Guidance RESPONSES nura E E ties eniueiadl 34 11 23 RElSCICCURCTON AS cciccectds cach oedeecthdecsecsi nice tacit adecemed dunnosha ties os E EAE 35 11 2 4 Outstanding Referral Letters ccccccccccccsseeecceseeeseeeeeeseeeeeseusesseueeeesenseeseaeeessaeees 35 12 HOW TO CANCEL OR CHANGE AN APPOINTMENT REQUEST ccccccccseceeeteeeeees 36 12 1 Howto Cancel an Appointment REQuest cccccccseecceseeseeceeeaeeseeseseeeeeeseeeeeeeseeeeeeeeas 36 12 2 Howto Change or Update an Appointment ReEqQuest ccccssecceseeeeeeeeeeesseeeeseeeeees 37 13 CHANGING OR CANCELLING AN APPOINTMENT BOOKING cccccccecesstetseeeeeees 38 13 1 How
4. BAILEY KATIE 73y 11m b 14 05 1931 Perm Encounters Referrals Seen by Dr Fintstone at SURGERY on 13 Apr 2005 Referral Read Code No Data Present Additional Text C amp B UBRN 0000 9000 5829 Edit this Encounter New Encounter of this Type Print this Encounter Delete this Encounter Choose Type of Encounter to Add Cancel Menu CB UBRN History 13 04 2005 000090005829 No Data Present Practice Registration Links IOS Transactions Consult Encounters Find GP Today Edit the referral if required Click C amp B icon Click gt Make any required changes to the Letter Medical Information or Attachments Click L Sena Once you send this to Choose and Book any information currently held on the booking will be overwritten by this latest data send Page 31 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 10 1 Switching between Choose and Book and GP Enterprise When in Choose and Book you can use the Switch button to return to the GP Enterprise referral screen i File View Tools Reporting Links 1 0 5 Follow up Help News He C amp B Referral C amp B UBRN 0000 9000 3370 i Referral Letter Not Sent amp a x Send Switch Close 3k Help Coe Sebastian Referring Clinician MCCARTHY JJ Log Out 7 a Patient rrr gt R Ni TI IC 7 EPH oy de Me y por me RE I OP ie 455 PRETEEN Show Search ts button to access Choose a
5. OU THENTICATE Enter passcode to authenticate to lt P Type in your PIN number also called Pass Code and click on Or press return on the keyboard gt You may or may not now see a security alert Security Alert Information you exchange with this site cannot be viewed or S changed by others However there is a problem with the site s security certificate D The security certificate was issued 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 Click to proceed gt GP Enterprise then shows you the roles you have been assigned when you were registered with your smartcard Page 6 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 a GP Enterprise Today rm io ECE smartcard User Login Feegubabor Farul Piezari Alepcade Plaase Select Role Fadia Fl mance i LE Tesk T Bols Cherical Waker PRA OOOO O O Hi Mitea Di 2 chs Unean Salar Hl ea a FAH Select the role you wish to use e g Salaried General Practitioner Click NB If your smartcard is valid but your national user code has not been set up within GP Enterprise you will not be able to continue and error message wi
6. Page From your Home Page 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 y 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 y 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 Mayday Hospital R J6 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 Finger 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 i
7. This will generate a UBRN which is displayed at the top of the screen This UBRN will always be linked to this referral Choose and Book is now launched and you see the Choose and Book Bookings Screen where you can search for services to refer your patient to Select a Specialty then Clinic Type and Priority or use the Access Service Selection Named Clinician or Keyword search to search for appropriate services see section Error Reference source not found 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 Choose and Book now displays only those services that your PCT has commissioned meeting your selection criteria and that have agreed to respond to advice and guidance requests Select a single service by clicking the tick box in front of that service i i Select Mi Service N Directly Bookable Location Staff Mix Appointmer Specialty Shurst Orthopaedics Clinic Y Amhurst Acute Trust Male and Female Outpatient ORTHOPAEDICS as fs fat London Lower Limb Crthopaedics Clinic N London East Acute Trust Male and Female Day case ORTHOPAEDICS i i Oxford Crthopaedics y Royal Acute Trust Male and Female Day case ORTHOPAEDICS nae cto N Sloane Service Royal Acute Trust Male and Female Outpatient GENERAL MEDICINE Click Request Type your request for advice and guidance in the yellow box Page 23 End User Manual for GP
8. ae D 20 Royal Park North Asthma Clinic QUEEN MARY S HOSPITAL Male and Female Date i 20 Royal Park South Asthma Clinic QUEEN MARY S HOSPITAL Male and Female ac Suggest Appointments Cancel you are returned to the GP Enterprise Send C amp B Referrals screen Page 27 End User Manual for GPs using CAB R2 2 and GP Enterprise Oaitraad MAS Trux EN Ete ALi Li Te Pe Ey E 7 Tesahak HIRIE tet eee diia a i Dar Tanit pad Ei patient canis be ene engi i paiet Shomi imbres Dur Imini al cick These wl not be upapada to bhe national seriem M Send phon nefra oe RESET cet 9 3 Adding Patient medical information to be sent with the referral attachments which can no koger be located are indicated mith a red Issue 1 0 26 September 2005 Patient medical information can be uploaded with the referral This information would be very useful to anybody looking at the referral on the national system By default current patient medication and allergy information is uploaded gt Click The Medical Information screen displays Select Medical Information to Send Medical Information E a a e a a a a a eR eee Investigations Examinations Current Medication Allergies Intolerance Risk to Others Alcohol Consumption Smoking Habit Non theraputic Drug Use Conditions Diagnoses Procedures Medication Family History Housing Employment E tem Description y M M w Res
9. 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 Page 19 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 7 Searching for a Patient in Choose and Book lf you enter Choose and Book via your Choose and Book Home page rather than via a referral you will not have selected a patient To access the Choose and Book Home Page Select Tools at the top of the screen in GP Enterprise Select Choose and Book The Referring Clinician Home Page displays this has 2 main sections Search on the left and Worklists on the right A Electronic Booking Service Microsoft Internet Explorer Wales Sue Wendy Referring Clinician THE WHITTINGTON HOSPITAL NHS TRUST Log Out UBRN NHS Number Demographics Worklists Directory of Services Enquiries Reports Activity List Advice and Guidance Responses Rejected Referrals Outstanding Referral Letters Z Phase 1 Relea Electronic Boo iY GPNakedBooki The Search section is where you can search for your patient from the Patient Demographic Service PDS on the Spine 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 You can also browse the Direc
10. made and rebooking for a new appointment in Choose ang Book 2371392309 khanna Anand Male Password Fountain Yiew Future 4ppointments UERN 4opointment Date Time Referred By Referral 4981 7072 4971 00 Shah Sushila Y Actions Victoria Service CARDIOLOGY Cardiology Urgent Cancel Appointment View Appointernnt Add Referral Letter View Hiktory Make Content Sensitive Click Actions and select Rebook Appointment Rebook effectively means you are cancelling 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 6 Page 38 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 Choose and Book will cancel the old appointment booking automatically when you make the new booking 13 2 How to Cancel an Appointment Booking Click the patient s UBRN for the appointment that you wish to cancel gt Click tons and select Cancel Appointment Choose and Book shows you the Cancel Appointment screen which displays the details of the appointment already made LIBRM 5591 3694 0976 Appointment Date Time 27 04 2004 08 30 Duratio
11. requested from a hospital Clinician team uBRN The patient s unique booking reference number Priority 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 Unique Booking Reference Number UBRN of the patient you wish to review the response for Page 34 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 11 2 3 Rejected Referrals You can see any referrals that have been rejected by the hospital you tried to book your patient in to 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 Location The location of the service for the 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 t
12. to Change an Appointment Booking cccccccseececeeeeeeceeeeeeeeeeseeeeeeesaeeeeeeseeeeeeeeas 38 13 2 How to Cancel an Appointment Booking cccccccseeeeceeeeseeeeeeeeeeeeseeeeeeeseaeeeeeseeseeeeeas 39 14 MANAGE REJECTED REFERRALS erenneren ceases eo unio t eiemaisaeiciaccaee 40 14 1 Finding a Rejected Referral ccccccssccccssseeceeseecceseeeceeececcuueessageessseeesseusesseueeesageeeeas 40 15 BROWSE THE DIRECTORY OF SERVICES DOS ssssssessssesesesesssesssesssssssseeeeeeens 42 16 REVIEW REPORTS AND ENQUIRIES paserta er cere rene eas 43 16i REDONS screen vingnatiecs carta aus taenag aetna aie a a a ate tnaneonane ohare taaaea ace 43 10A EQ UIGIOS orea eE E E E A crab demed nade 43 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 17 UPDATINGIPATIVENT DEVAN GS rreta T 44 17 1 Accessing the Update Patient Details S CTtION cc ccceesececeeeeeeeeteeeeeeeseeeseeessaneeeeees 44 Updating Patient Details sccctncce cen seivqdemudodsnses Sarecestaatdeautias e E e e 44 Page 4 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 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 and is now at release version 2 2 R2 2 which went live at the end of September 2
13. 005 Choose and Book enables a patient to choose where they wish to attend for an outpatient appointment from those commissioned by their Primary Care Trust PCT and make a booking of a date and time of their choice from those available This end user manual sets out the functions that a General Practitioner GP or referrer can perform in Choose and Book using Seetec GP Enterprise to access Choose and Book Choose and Book enables a GP to refer or 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 Page 5 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 3 Accessing Choose and Book via GP Enterprise using a Smartcard To access Choose and Book via GP Enterprise you must first use your Smartcard to connect you to the Spine of the NHS Connecting for Health programme Using your Smartcard to Log in to VISION 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 using Vision 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 E
14. N will be broken but this would not cancel the UBRN request Page 37 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 13 Changing or Cancelling an Appointment Booking NB Please note that you can only change or cancel an appointment booking for a DIRECTLY BOOKABLE SERVICE as only Directly Bookable Services have an electronic connection between Choose and Book and the hospital PAS system If you need to change an IBS appointment you will need to contact the IBS local call centre on the telephone so they can make the change in both CAB and in their PAS gt gt gt Log in to GP Enterprise with a Smartcard Click Tools and select Choose and Book to access the Choose and Book Home Page 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 Home Page 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 Orclickon Setvit List in the Worklist section 13 1 How to Change an Appointment Booking gt gt Click the patients UBRN for the appointment that you wish to change You will be effectively canceking the appointment already
15. Reason Once you have completed this screen click on Done and you are returned to the main booking screen If you 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 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 pick list of Staff Mix in the upper right side of the screen If your patient does not wish to travel far you can type in their postcode and the maximum number of miles the patient would wish to travel from their home postcode address NB using the postcode will increase the time for a search for services to occur Within miles of Sv SED postcode Once you have completed all the yellow mandatory fields plus any other search criteria your patient wishes click on 79ges 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 4 3 Searching for services by Named Clinician The availability of the named clinician referrals functionality is dependent on whether this functionality has been taken up locally and where directly bookable se
16. all the IBS Call Centre for an IBS or for a DBS they can call the CABAL or they can access the internet at www nhs uk healthspace later to complete their booking Page 16 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 Once you have printed off the summary you are returned to the summary screen where you can again either Update Person See Section 17 OF Add Referral Leiter see section 10 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 Close Choose and Book Click the at top right of the window When you close Choose and Book you will return to the GP Enterprise Referral Screen Fa Click Save 4 to save the consultation N B If you do not save all data will be lost including the UBRN Page 17 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 6 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 You will have first selected appropriate services for your patient See section Error Reference source not found Before asking 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 see
17. booking and letter can be reviewed by the Provider The Provider Clinical Team can review your referral letter and they can then accept or reject your referral If they accept the referral and booking you need take no further action If however the Provider rejects your referral and booking you will need to contact the patient to ensure they do not go to the Provider and to progress their care further if required 14 1 Finding a Rejected Referral gt Log into GP Enterprise with a Smartcard Click Tools and select Choose and Book to access the Choose and Book Home Page Click on arklists to see your worklists U J J You can select your own name from the pick list 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 Outstanding 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 hed Referrals h ree 2086 2008 Ls Frau LESH Sindi ete Service Oworkde medion besan Location AHHH Hywel Clinician Patient Hares a EE ae Further iirrainn Bera edri A 5 E M NEA cists rapire Tarara Bad James Meti Fata Mo
18. ce is held at You can shortlist and select a mix of both Directly and Indirectly Bookable Services for your patient Page 14 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 5 Making an Appointment Request When a Patient Wishes to Make 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 5 1 Completing an Appointment Request and Printing a Summary for your Patient Having selected the appropriate service s for your patient see sectionError Reference source not found 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 Outstan
19. click on Activity in the Worklist section 12 1 How to Cancel an Appointment Request Click the UBRN for the appointment request UBRI eae gt Click tens and select Cancel Request Actions dateBook Cancel Request Contact Views Request Views History Make Content Sensitive Select a Cancel Reason 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 In holiday period Mot specitied Other more urgent engagement Patient dieg Patient ill Slot cancelled Click Cancel Request Page 36 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 The system warns you that you are about to cancel an appointment Cancel Alert The appointment request will be cancelled Do you wish to proceed Click Yes if you are sure you wish to cancel the appointment request gt Click ose 12 2 How to Change or Update an Appointment Request Click the UBRN for the appointment request BRM D 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 4 Progress with an appointment request see section 5 1 NB If you delete a local referral the link to the UBR
20. ding will add at a later time Content Sensitive BMS Follow Up After 7 z Days The Referral Letter Outstanding is automatically ticked if the services you are making a request for require a referral letter and you cannot change this 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 view 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 within your practice which may not be appropriate if you are not due to be available in the near future within that practice Inthe BMS Follow Up field select the maximum numbers of days by when you want your patient to have been in touch with the BMS call centre or practice or the IBS call centre or the internet to make the booking This is useful to make sure your pati
21. dy riy EN ire si ar Mati ui rl mal eto dekerk Liar nie fie Many thanks for forwarding Anand pathology resis ri etre oe hee Peeper nerds koe ped ur pales WANE lot ord dereiat in ogee verk eyes eat he urgent referred to a gasio Et tink zpi CARDIOLOGY parity Carcbology ette Service YEN Sorbet Srerdy Piire If you click on 4ttions 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 Page 40 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 pe Update Book Cancel Request pE View Request Modify Referral Letter 5 View Referral Letter pi You can close the worklist by clicking on the UBRN and then clicking on Rejected Referrals Page 41 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 15 Browse the Directory of Services DOS In Choose and Book there is a Directory of Services DOS which is a huge repository with detailed information about all services from all Providers in England You can browse all the services loaded in the DOS without initiating any appointment requests or bookings Log into GP Enterprise with a Smartcard Click Tools and select Choose and Book to access the Choose and Book Home
22. e If this pane is empty no referral letter will be sent Files listed in the attachment list will automatically be uploaded if they have a green indicator Those in the list with a red indicator can no longer be located and so will not be uploaded Page 29 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 This can take some time depending on the number of attachments you are uploading A dialogue box displays showing the files being transferred Page 30 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 10 How to Update a Referral letter in GP Enterprise You can add additional information to the referral or edit it and re send the referral letter if you need to NB If the referral letter is frozen meaning that the referral letter cannot be opened and 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 Search for the patient in GP Enterprise Select the encounter you wish to edit Right click in the referrals window and select Edit this Encounter EI GP Enterprise Today National Mode Salaried General Practitioner i Fie view Tools Reporting Links 1 0 5 Follow up Help News Nae aja a a m ca wi gt Find Popup NEW QUICK mms 2crip Recalls Cons images M5 Requests Ale Read DA5 Patient 17 MRS
23. e linked to this referral Referrals Z S g el E x Save CAB Generate Seli Print Close Motes emplates Consult Size Exit Request Information Section Template Preview Read Only Referred By Dr Sardar 2 M Include Consultants in Picking List Where SURGERY Date 4140 2004 Priority ia Read No Data Present Reason Department i Consultant Hospital NHS Private NA InfQut SelF iua Action Date if On Letter Show fw Drug Info i Summary Info Up to Priority 4 4 General Surgery dot C MRI Scan Request dot Gut Patient referral dot 4 SEETEC REFERRAL LETTER dot Choose and Book is now launched and you see the Choose and Book Bookings Screen where you can search for services to refer your patient to Page 8 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 Stow Search 1 Referrer ROYA PARK MEDICAL CENTRE LONDOR FAMILY TRUST LONDON GP 2 Filter Service By Rostne Male and Fenale within milesof 5W6 SED pos code Request Advice You now 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 e by Specialty Clinic Type and Priority e by Named Clinician e by Keyword NB the above searches are no
24. e CABAL or the OBS Call Centre 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 Joliow 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 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 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 ny Phone 0845 60 88 88 8 Tote Textphone 0845 8 50 22 50 Cc Online Go to www nhs uk healthspace and select Choose and Book nline The patient can then either take that printout to your Practice Admin Team or they can c
25. eas 7 4 SEARCHING FOR AND SELECTING APPROPRIATE SERVICEG cccccccssccesseseeeeeees 8 4 1 Accessing Choose and Book from GP Enterprise ccccccceeeeeceeeeeceeeeeeeaeeeesseeeessaeees 8 4 2 Searching for services by Specialty Clinic Type and Priority cccccccccesseeeeeeeeeeeeeees 9 4 2 1 Using Service Selection BOOKING Guidance cccccseeceeeceeeeeeeeeeeeeeeeaeeeeeesaeeeeessaaes 9 4 2 2 Selecting SELVICES cccccceeecccccceeeeceeeeeeceecaaeeceeeseeeeeesseeeeeeseeeeeeeesaeeeeeesaeaeeeessaeeeessaaes 10 4 3 Searching for services by Named Clinician cccccccceeeececceeeeeeeeeeeeeeeceeeeeesseeeeeessaneees 10 4 4 Searching for services Dy KEYWOMKC cccccseeecceceeeeceeeaeeeceeesaeeceesseeeeeseeaeeeesseaeeeessaaeeees 12 4 5 Shortlisting Appropriate Services for your Patients Needs cccceeseeeeeeeeeeeeeeeeeees 12 4 6 Directly and Indirectly Bookable ServiCeS cccccseeccceceeeececeeseceeseeeeseeseeeeseessaeeeesaaees 13 5 MAKING AN APPOINTMENT REQUEST WHEN A PATIENT WISHES TO MAKE BOOKING LATER AND PRINTING A SUMMARY c cssssssssssssssssssssssssssesssseeesseeeeeeeeeees 15 5 1 Completing an Appointment Request and Printing a Summary for your Patient 15 6 MAKING AN APPOINTMENT BOOKING ccccccccccccceceeeeeseceeeeeeeeeeeseseeeeeeseseseeeseseseseseseess 18 7 SEARCHING FOR A PATIENT IN CHOOSE AND BOOK cccccccccceeeeceeeeeeeeeeee
26. eeeeeeeeeeneees 20 To access the Choose and Book Home Page ccccccssseecceeceeeeeeeeeeeeeeeceeeeessaueeeseeeeesaeeeeesees 20 TA Searching for and Selecting a Patient ccccccceecccssseececeseeeeeeeaeeeeeeseaeeeeseeeeeeessaeeees 20 7 2 Logging out of and Closing Choose and BOok ccccssseeeeeceeeeeeeeeeeeeeeeeeeeeeesaneeeesseees 22 8 ADVICE AND GUIDANCE RE QUES IS epic ccceepenencncsedesvudanvedexcoaoetinencsecescesueceausennbeceaesnenncbines 23 8 1 How to Request Advice and Guidance cccccccccseeceeceeeeeeceeeeeeeseeeeeeesaueeeeesaaaeeeesanees 23 8 2 How to View Advice and Guidance RESPONSES cccccssecececeeeeeeeeeeeeeeseaeeeeessaeeeeesaaees 24 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 8 3 How to Convert an Advice and Guidance Response into a BOOking c sseseeeeeeees 25 8 4 How to Remove an Advice and Guidance Response from your Worklist 006 25 9 HOW TO CREATE AND SEND AN ELECTRONIC REFERRAL LETTER cccccceeeeees 26 9 1 GreATING GTS all LENGT sepiaria enie N E wie a NE 26 9 2 Editing the Reterral letter sisscicidusalodaadnannaieraidsaiacenapannendenbwiniideanhiohwiiaveldiaaisaaionweli 27 9 3 Adding Patient medical information to be sent with the referral cccccesseeeeeeeeeneees 28 9 4 Adang AAC IIIS US ss aad ecscei occ cnct teeta tas ecevinntee dialesiadsacinesatncs eau vtewuvde iaastveanatadoana
27. ent does actually make a booking for your referral If your patient has not made the booking within the number of days you specified the Choose and Book Appointments Line CABAL is notified Page 15 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 y in Choose and Book so they can send a reminder letter to the patient to complete the booking process Click on 2 t_ to apply the appointment request You now see the summary with 3 options Update Person Add Referral Letter or Print Click Update Person You can update your patient s details on the Spine including changing the automatically set patient password in their record Click Add Referral Letter You can attach your referral letter in Choose and Book To print off a summary of the Appointment Request and your patient s password click Prit You then have the option to print just the Appointment Request summary or the Appointment Request Summary and the Patient Password Click on the option you wish The Appointment Request 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 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 th
28. et Defaults Click in the box next to each item you wish to add remove Page 28 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 NB The button will re set the selected medical information to Current Medication and Allergies only Click Cose The Medical Information screen will close returning to the Send C amp B Referrals window 9 4 Adding Attachments The referral letter may be accompanied by any number of attachments up to a limit of 5Mb The supported attachment types are Text txt HTML htm XML xml Rich Text Files rtf Sound Files Microsoft WAV wav MPEG Files mpg PNG Files png GIF Files gif JPEG Files jpg e TIFF Files tif Click Navigate to the file to be attached Click The selected file will show in list of attachments gt gt gt gt gt 9 5 Removing Attachments Click on the Attachment in the Attachment list Click Remove 9 6 Uploading the Letter Medical Information and Attatchments to Choose and Book Select the Referral Type from the pick list The referral type options are Diagnosis Treatment Management Advice Performance of a Procedure Operation Patient Reassurance Not Specified Check the box Include Letter Click Sena This will send the referral letter generated in the local referral across to Choose and Book Please note this letter should appear in the left hand pan
29. hould tick all the clinically relevant options at this stage to keep all those choices open to the patient when they contact the Call Centre later 4 6 Directly and Indirectly Bookable Services gt gt The columns of services show the Service Name Directly Bookable and Location 3 Service s cekat Piles Service Manit Diety Bookable Location h 198 EAT ENT suffok ATA a CHILE HEALTH CENTRE A Y in the Directly Bookable column means that a service is Directly Bookable i e you can book your patient for an appointment in the service provider s PAS electronically using Choose and Book An N in 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 Indirectly Book your patient in to their service where the patient calls the IBS call centre Click on the Service Name to view Booking Details Service ENT ENT Suffolk RT6 Click the Service Mame link For additional service information Booking Details Booking Telephone Number 0191910 0101010 Heurs Of Operstion Mon Fri 2amr pm mot vale Page 13 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 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 servi
30. ician you will see all patients from your practice who 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 AcHieity List 11 2 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 Page 33 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 Last 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 Activity List Last Refresh 26 04 2004 11 04 UBRN Fulfilled N Action Ra 3922 6710 8349 4 NR 3 l 6710 gt NR 5 3922 6710 6623 T NR RRENO ly gt Click on 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 View History You then proceed with the action you have selected 11 2 2 Advice and Guidance Responses You can see the responses for any requests for advice and guidance that you have
31. k and select Open from the menu The referral letter will open in a Word document either full screen Word or a cut down version depending on your setup gt Make your changes then save the referral letter in full Word click Close and reply with Yes to Do you want to save message in cut down Word click Close button You will be returned to GP Enterprise gt Click the C amp B button amp This will generate a UBRN which is displayed at the top of the screen This UBRN will always be linked to this referral Create an Appointment Request or submit a Booking via Choose and Book Click Send 5 z GP Enterprise Today National Mode Salaried General Practitioner i File View Tools Reporting Links LOS Follow up Help News Referral Letter Not Sent Send Switch Close Coe Sebastian Referring Clinician MCCARTHY JJ Log Out Show Search 1 Referrer Referring PCT NORWICH PCT Practice MCCARTHY JJ Referring Clinician Coe Sebastian 2 Filter Service By Specialty Specialty Staff Mix Clinic Type ENT M Access Service Selection Ent Male and Female Priority Routine z within miles of 5431 SEP postcode Suggest Services 3 Services Due By l l Select Miles Service Name Location LeacStaff Mix Appointment Suagest for Dates Between g 20 Royal East Asthma Clinic QUEEN MARY S HOSPITAL Male and Female ae x 20 Royal West Asthma Clinic QUEEN MARY S HOSPITAL Male and Female
32. kon e to return to your Choose and Book Home Page Page 43 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 17 Updating Patient Details Patient Details are held 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 your GP system or Choose and Book and if required to update the details with the patient 17 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 in 3 ways 1 Click Uneate then click Paste Person 2 Search for and select your patient from the Spine see section 4 Search for patient Click on the NHS number m Click Actions Select Update Person 3 or Click on Update Person Details when processing an appointment request or booking Updating Patient Details You are presented with the Patient Information and Preferences screen Check the patient s details names date of birth GP details 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 Passw
33. ll display Contact your System Administrator set you up properly in GP Enterprise Once your session has been accepted your logged in role is displayed at the top of the screen H GP Enterprise Today Natonal Mode Salaried General Practitioner Fe Yew Di Feortng i 1405 3 1 Changing your Session Role If you wish to change the role you have selected without needing to re enter your smartcard PIN from the GP Enterprise menu select File gt Select Change Role Select another role 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 Page 7 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 4 Searching for and Selecting Appropriate Services 4 1 Accessing Choose and Book from GP Enterprise lf you decide your patient needs a referral to a Service Provider you can use Choose and Book to initiate an Appointment Request and make a Booking Find your patient in the normal way Start a New Referral Encounter by clicking on the New button Select the reason Referrals from the All Reasons pick list gt gt gt The Referrals screen displays gt gt Add any further information required Click the C amp B button at the top left of your GP Enterprise screen This will generate a UBRN which is displayed at the top of the screen This UBRN will always b
34. manent 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 and 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 5e4ch again Mi Date of Birth Home Postcode Page 21 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 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 SUE Female at Date of Birth Home Postcode Advanced Options Clear Search NHS Number 47600 Name WALES MRS SUE e
35. n aa prer Appuinirmanis 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 gt Click on Pes Femermems 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 4 Appin ners Sakit Appoariinert Cortes liver Service Hii Location Lead Prof pegina Diary sie DAD Fai LPi H Liverpool Servicn Regal Astrid Hicrspatal Harris Pita Dey Week Month O00 Fri 7024 Ho s Hinspitall Ral Aarel Hicrspatal MAAD Fri E702 Liverpool Servicn Ryzal Aarie Herspital Harris Rita C00 Fai E72 He s Hinspatall Ral Aare Hospital 10200 Fa 7 CH Leg Seria a Pree eal Aarie Hirer ad 10200 Fa 7 CTH He s Hipiai Berra Aarie yee You can use the scroll barto see up to 50 appointments currently available You can click the Nex button to see the next 50 and Back to see the previous 50 You can change the view by clicking on Week or Month if you wish Select one appointment of the patient s choice by clicking on the round radio button to the left of the chosen date and time Click 899k 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
36. n 30 Minutes Location ROYAL AERIEL HOSPITAL Service Mame NOTTING HILL SERVICE Specialty GYNAECOLOGY Clinic Type Fertility Priority Routine Content Sensitive Mo Appointment Instructions Reason Y Cancel appointment request Select a reason for you cancelling the appointment from the pick list NB this is a yellow field so is mandatory Reason m Clinic Cancelled Canc Clinic Overrun Not Specitied On Holiday Other More Pressing Engagement Other Patient Cancellation Other Provider Cancellation Patient Died Patient Il Slot cancelled You can either cancel just this appointment so that you or the patient can make a new 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 put a tick in the box NN Reason Not Specified vi Cancel appointment request 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 39 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 14 Manage Rejected referrals Once you have sent a referral letter in Choose and Book and the patient has had a booking made the
37. nd Book When in GP Enterprise Click the C amp B 8 gt The button allows you to close down the Choose and Book referral screen and return to the GP Enterprise referral screen Once you have completed a booking and attached the referral in Choose and Book GP Enterprise will hold details of the referral in the encounter NB You must click Save in GP Enterprise to save all Encounter information after adding or editing an Encounter The UBRN and Referral Letter Sent Date display in the Encounter display Page 32 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 11 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 e Activity List e Advice and Guidance Responses e Rejected Referrals e Outstanding Referral Letters 11 1 To get to your worklists from GP Enterprise Log into GP Enterprise with a Smartcard Click Tools and select Choose and Book You now see the Choose and Book Home Page with your worklists on the right hand side Clickon erklists to see your worklists 11 2 To open a worklist 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 Clin
38. nder Female Password View Future Appointments BRN Appointment Date T Referred By Referral 7 2 Logging out of and Closing Choose and Book To log out of Choose and Book you click on 9 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 To exit Choose and Book completely you need to click on the at the top right corner of the screen Page 22 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 8 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 8 1 How to Request Advice and Guidance gt gt U YU Uyy y y gt gt gt gt gt 3 Service s Find your patient in the normal way in GP Enterprise Start a New Referral Encounter by clicking on the New button Select the reason Referrals from the All Reasons pick list The Referrals screen displays Add any further information required Z Click the C amp B button at the top left of your GP Enterprise screen Ci
39. nformation by clicking on Print Click to return to the list of DOS services Page 42 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 16 Review Reports and Enquiries 16 1 Reports There are reports available to the GP that use data collected as patients are booked using 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 Log into GP Enterprise with a Smartcard Click Tools and select Choose and Book to access the Choose and Book Home Page Click on Feports gt gt Select the report you wish to view to open it to see Clickon FFM to print off the report you are viewing gt Click on 95 to return to your Home Page 16 2 Enquiries Choose and Book runs enquiries to give you more information An Enquiry is similar to a report with pre defined information You can define your own 28 day time period for an enquiry Log into GP Enterprise with a Smartcard Click Tools and select Choose and Book to access the Choose and Book Home Page Click on Enquiries gt From the pick list of enquiries select Enquiry Type 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 gt Clic
40. now see the services available for your patient to choose from Page 12 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 3 Service s j Select Mi Service Name Directly Bookable Location Staff Mix Appointmer Specialty Amshurst Orthopaedics Clinic Y Amhurst Acute Trust Male and Female Outpatient ORTHOPAEDICS 23 73 fae 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 Sloah Sservice N Royal Acute Trust Male and Female Outpatient GENERAL MEDICINE You can get more detailed information about each of the services offered by clicking on the name of a service 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 offer your patient are clinically appropriate to their particular referral need 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 Call Centre to make a booking later on So if your patient wants to go home to discuss the options with their family you s
41. o be re booked or re referred The hospital will not be contacting any patients for whom they have rejected the referrals for 11 2 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 UBRN The unique booking reference number of the patient NHS NHS number of the patient Submitted Date The date the referral was submitted Service Override Was the service selection booking guidance recommendation overridden by the referrer for that referral The 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 Complete the referral letter as in section Error Reference source not found Page 35 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 12 How to Cancel or Change an Appointment Request gt Log into GP Enterprise with a Smartcard Click Tools and select Choose and Book to access the Choose and Book Home Page You first need to find your patient and their current appointment booking gt On your Home Page 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 see section 7 e Or
42. 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 Cramer Justin mailing 30 Norfolk Square Paddington London England 5 Business 020 33219035 If you click on ie Multiple you will see the variety of services for that named Clinician Page 11 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 view Multiple Consultant London Acute Trust Specialist Practitioner London Acute Trust To select one of the Clinicians click on their row to highlight them in orange and click Done Job Role Location Consultant Royal Acute Trust view Multiple Cramer Justin Cramer Richard 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 4 4 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 779985t Services tO see which services your PCT has commissioned that have your keyword in its DOS entry 4 5 Shortlisting Appropriate Services for your Patient s Needs You will
43. ord Preferred Language ves E CO sR l e Ti ole Lonta Method Mailto iv value Method Tel value Work ntact T porar ntact Gi Method Tel E value Method Mailto gt Click 4 and the PDS will be updated Page 44
44. quest Update Advice Request Close Advice Request Read the response Bra Fj Close Choose and Book or click Switch h to return to GP ENTERPRISE 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 8 4Error Reference source not found 8 3 How to Convert an Advice and Guidance Response into a Booking gt 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 tens and then Update Advice Request This now takes you to the Booking Screen where you can select more services if you wish or click on Request or Suggest Appointments to progress the booking Complete the appointment request process or booking process see sections Error Reference source not found and Error Reference source not found 8 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 tens and select Close Advice Request This will remove the response from your worklist Page 25 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 9 How to Create and Send an Electronic Referral Letter NB To send a referral letter you have to have completed an appointment req
45. rvices are being offered the version of PAS compliance gt Named Clinician means that you can search for services that your PCT has commissioned for a particular Named Clinician Page 10 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 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 Click on Search Surname cramer Forename Service Provider Organisation Service Provider Location Specialty bd Clear Search Choose and Book now shows you all the Named Clinicians in the system that meet your search criteria Specialty Ea 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 e Multiple This means that Richard Cramer is Named Clinician for more than one service in more than one location To view the details
46. s 0 Process New Patient You now see your Choose and Book Home Page Clickon Warklists to see your worklists E Choose and Book ait ied MJR GA Referting inda Magas Tey M beg d EL Dali NEA MAE SARE RS LAA EEL A oS SESE EEE a TE Escort eel MORN At Mumber Demographics Worl Deoctory of Sendo Erai Reports Albeit List Lat Relredh 11 10 2004 11 56 Print tht WRN Pulded 7 Referral Da ADG Guadarce Gubmtbed Dat Perens Pabat Mae OU ALU GlPhalA F Y Kat Firei LOAI MIR G A F z pa Ta on on CLF FORD H Pandy Ei a TCD r 7 IMALA ee Y Nok Deved BNAGWH MUR GA irain f f a NT Nek Reverered Dajo MURGA fe E Home Adhir Cece IMAL Advanced Options Net Pevne NUZA MUIR GA ji Clear Search Aiie ane Godan Rripa Rejected Peterrals 7 Qutshanding Referral Letters Last Belmech 1 10 2004 1 56 Print Ea Wi Submited Da Service Cre Location Referrer lead Times Patent here fi a WARS a3asa33 IAO N cham RAZAG pira Art ial Hafiy Sains ASHPORIH IPF TMA 2 N K FUIR aA tiy On your worklist screen click on Advice and Guidance Reponses Page 24 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 Activity List Advice and Guidance Responses Referrals Outstanding Referral Letters Click the UBRN of the patient that you want to review a response from BRM O000 9000 0171 O000 9000 0124 gt Click tions and select View Advice Re
47. s using CAB R2 2 and GP Enterprise Issue 1 0 26 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 Click submit You now have the option to print off your advice and guidance request if you wish by clicking on tint then selecting your printer from your print box Click Close 8 2 Howto View Advice and Guidance Responses You can access the advice and guidance responses that you receive from service provider Clinicians through the worklist screen in Choose amp Book Select Tools at the top of the screen in GP Enterprise Select Choose and Book cp Enterprise Today National Mode Salaried General Practitioner File view Tools Reporting Links 1 0 5 x Modify Templates Find P so Za A wt SS Bs Setup Practice Immunisations ripts Recalls Consult Images Graphs Requests Alerts Read DXS Prodigy Scanning PopUp Editor Contacts Carers Add System Problem Headers GP Enterprise Today System Security Levels User Information Process Process Practice Setup Registration Results 0 Set Scanner Receipt Reports 0 Path Results 0 10S Result
48. t mutually exclusive e g you can search by Named Clinician with Specialty or you could search by Keyword and Named Clinician 4 2 Searching for services by Specialty Clinic Type and Priority Select a Specialty from the pick list DENTAL MEDICINE SPECIALTIES DERMATOLOGY ENDOCRINOLOGY GASTROENTEROLOGY GENERAL MEDICINE IMMUNOPATHOLOGY 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 4 2 1 or you can select Clinic Type and Priority of your choice see section 4 2 2 4 2 1 Using Service Selection Booking Guidance Access a Selection 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 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 Page 9 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 You can accept or reject the recommendation If you wish to override the recommendation 4 2 2 click the Override box and select an Override Value and an Override Reason from the pick lists Guidance Oubkcame Sign odoscopy Taf Poti ne Override
49. tory of Services by clicking on Directory of Services see section Error Reference source not found or you can access enquiries by clicking on Enquiries or you can access reports by clicking on Reports See section Error Reference source not found Wiarklists Directory of Services Enquiries Reports 7 1 Searching for and Selecting a Patient There are 3 ways that you can search for a patient by UBRN NHS Number or by Demographics Page 20 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 If you know your patient s NHS Number click on MHS Number and then enter the NHS Number in the box and click on eh 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 Sesh 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 UBRM WHS Number Demographics Surname Forename Gender Tt 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 per
50. uest but you do not have to have made a booking of date and time 9 1 Creating Referral Letter Find your patient in the normal way in GP Enterprise Start a New Referral Encounter by clicking on the New button and Select the reason Referrals from the All Reasons pick list The Referrals screen displays complete the referral details Referrals Z S A EE Gave CAB Generate Seli Print Close Motes empates Consult Size Exit Template Preview Read Only Referred By Dr sarar n yE M Include Consultants in Picking List Where SURGERY Date 4140 2004 Priority ia Read No Data Present ka Reason Department l Consultant Hospital NHS Private NA InfQut SelF iua Action Date Ef On Letter Show M Drug Info i Summary Info Up to Priority 4 General Surgery dot C MRI Scan Request dot C Out Patient referral dot SEETEC REFERRAL LETTER dot Select a letter Template if no templates are displayed click the Templates button FE gt Click on Generate Sr This takes all the information from the referral and generates the referral letter a heading Letter Preview will display above the letter Hospital Referral Letter Open age Delete Page 26 End User Manual for GPs using CAB R2 2 and GP Enterprise Issue 1 0 26 September 2005 9 2 Editing the Referral letter If you wish to change the letter Point at the referral letter right clic
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