End User Manual for Service Definer for Choose and Book R2.1
Contents
1. 4 10 Booking Details Booking Details is only available if you are loading an IBS To display Booking Details click Page 23 End User Manual for Service Definers for CAB R2 1 Issue 1 0 July 05 Booking Details Booking Telephone Number O20 26423456 Hours of Qperaktion Mon Fri 0600 1500 Sat 0900 1300 4dd web Link Enter additional information about the service in the free text box you can also add a web link if you wish Click save NB Telephone and hours of operation information is automatically populated from the Contact Information you previously entered 4 11 Publish the Service gt To make the service available in the Directory of Service the publish tick box must be ticked gt Click gt to open Service Details Click the Publish tick box Publs Ifthe service is designated as Directly Bookable once the service is published the Directly Bookable option can not be changed to an IBS but will always have to remain as a directly bookable service If you publish a service as Indirectly Bookable you can still change it to a directly bookable later Click Save to save your service Page 24 End User Manual for Service Definers for CAB R2 1 Issue 1 0 July 05 5 Workgroups Service Definers can create workgroups that can be selected in the Service Personnel section in the Directory of Services as well as add users who can be selected as named and allocated clinicians2. Clinic Types Contact Information Service Personnel Commissioning Service Specific Booking Guidance Instructions Slot Management Polling Range from Current Date EndDay 180 Polling Frequency Daily Recurevery 0 day s on M T W Th F Sa 5 Weekly Recur every week s on M T W Th F Sa s5 Provider System Organisation Referral Letter Details Service Definer ST CHARLES LONDON ACUTE TRUST Log Out Cancel Inactivate Save el Done J Local intranet End Day this is how many days into the future do you want Choose and Book to poll available appointment slots For example if you only want to give Choose and Book 6 weeks of appointments for referrers to book into then you will select 42 days In Polling Frequency ensure the radio button is set for Daily so the Choose and Book polls for available slots every day Page 20 End User Manual for Service Definers for CAB R2 1 Issue 1 0 July 05 You then select which days you want the poll to take place by ticking the days in the square boxes It is best to ensure all the days are ticked Provider System Organisation is where you enter the address of your hospital PAS gt gt NB 4 9 gt Click the ellipsis button to search for your organisation address Service Provider Organisation leeds Clear Search Mame LEEDS 5H4 LEEDS FAMILY TRUST PCT Cancel Done This will display a box where you will b
3. you load the basic details about the new service Click on Service Details to reveal the fields to populate NB Yellow fields are mandatory and if you do not complete all the yellow mandatory fields in the DoS for each service you will not be able to save your new service entry erebor Diet ale fo vice 10 es a Mi Ter Set ening Bere L ueh SP a eire 1 CER PR 5 Hi Specj GENERAL MECIORE Se Tea ope F k cufpationl Service Provider aeza Tne S Le Le faethe l e Prupria Type Albed baadth pected Advice Hast ran T Processing Available Yan Diredi Bookable EF Y a plir wip hace ia p y eH E E F Pebish Dakr F ange Service ID is automatically generated by Choose and Book the Service ID will need to be noted so it can be entered into your PAS clinics that relate to this service you are loading Page 9 End User Manual for Service Definers for CAB R2 1 Issue 1 0 July 05 gt NB NB gt Service Name is the name you have for the service you are loading set out in the format dictated in the national Service Naming Convention found on the Choose and Book website Service Comments is where you can enter any notes and reminders as this can only be seen by the Service definer and no one else Service Organisation is the name of your organisation that you select from the picklist the picklist is populated from the NACs database Specialty Every service must hav
4. Number The hours of operation will be used on the public Facing website the Following Format is therefore recommended Mon Fri 0800 1800 Sat 0900 1300 Hours of Operation Click Save to save the items you have loaded thus far Page 12 End User Manual for Service Definers for CAB R2 1 Issue 1 0 July 05 4 4 Service Personnel The Service Personnel section is where you select which workgroups of staff need to have access to patients who are referred to this service This includes clinical and admin staff All services will need at least one workgroup to be associated with it or else no one from your provider organisation will be able to see any patients referred to you in Choose and Book Workgroups should have previously been set up See section 5 for how to load a new workgroup Click Service Personnel Service Personnel Staff Mix Male and Female Workgroup Clinicians Select the gender for the service from the Staff Mix picklist Male and Female All Female All Male Male and Female To search for the Workgroups click the Ellipsis button Find Clear Search Add Cancel Done Page 13 End User Manual for Service Definers for CAB R2 1 Issue 1 0 July 05 Inthe Find box type in at least the first 3 characters of the workgroup name you are seeking and click _3 afeh gt The workgroups for your organisation that meet your search criteria only will be displayed
5. Select the workgroup you require by clicking on it to highlight it Click Add Select further workgroups as needed gt You can remove a selected workgroup from the list by highlighting it and then clicking the red to remove it from the list gt Click Done to add the workgroup s to the service 4 1 1 Named and Allocated Clinicians To make any clinicians in the workgroups you have selected named and or allocated click Add Remove You now see all the Service provider Clinicians from the workgroups you have previously selected listed Allocated Named Service Provider Clinicians in Associated Workgroups Adams Chad Battey Michael Besser Jeff Besser Jeff M Besser Physician Cramer Richard Cancel Done Page 14 End User Manual for Service Definers for CAB R2 1 NB NB Issue 1 0 July 05 Making a clinician allocated will enable that clinician to filter their worklists for their own patients A clinician designated as named means that referrers can search for the service using the clinician s name as a Named Clinician filter during the referral booking process This will allow the user to book appointments into slots specific to that named clinician NB A Clinician can be either allocated only or BOTH allocated and named they cannot be named without being allocated or they can be neither 4 5 Put a tick in the boxes to make each clinician either allocated a
6. Service Definers also have the ability to inactivate workgroups 5 1 Create a Workgroup Click Workgroups Directory of Services Workgroups Enquiries You can see in the left column the workgroups already set up for your organisation Help Potter Simon Service Definer ST CHARLES LONDON ACUTE TRUST Log Out Directory of Services Workgroups Enquiries ST MARYS HOSPITAL LONDON SPO SMH_Dermatology Clinicians SMH_General Medicine Clinicians SMH_Gynaecology Clinicians Contact the helpdesk if you want to modify existing workgroups Add New Workgroup Click Add New Workgroup gt Amessage is displayed alerting you that when you create a workgroup it is available immediately to associate to services There may be a one day delay however before users can view UBRN s that are associated to their service When vou create a workgroup using this tool it is available immediately to associate to services There may be a one day delay however before users can view UBRNs that are associated to their services LMN Add Users Page 25 End User Manual for Service Definers for CAB R2 1 Issue 1 0 July 05 Inthe Workgroup Name box enter the workgroup name SMH_ gt The NACS Organisation Code and underscore is prefixed to the workgroup name e g RKE_OrthopaedicClinicians To add personnel to your workgroup click Add Users NB To be entered into a workgroup all staff first need to be registered with a smartc
7. 5 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 which was updated to 2 1 in July 2005 The role of the Service Definer is very important as they enter all the information about the services that are provided by a hospital or other provider in the Directory of Services DoS 2 1 Directory of Services DoS The DoS is a directory of information about all the different services provided by all providers that referrers can refer and book their patients in to This information includes details about each service such as e The name of the service e How the service is categorised specialty clinic type etc e Who runs the service e Supporting information to help referrers identify whether a particular service is appropriate to the patient s need Choose and Book uses data entered by the Service Definers and data from the Spine Directory of Services SDS The Service Definer can define a new service in the DoS as well as modify or inactivate a service previously entered Service Definers can only create modify or inactivate services within the organisation where they are registered with their Smartcard 2 2 Directory of Services Build Tool The Directory of Services Build tool allows the Service Definer to build s
8. HARLES LONDON ACUTE TRUST Log Out Service Details Clinic Types Contact Information Service Contact Name Contact Address Chepstow Service Address 97 The Quays li Leeds 7 country Edgware Service County Yorkshire England Euston Service Postcode LS1 4ES ST MARYS HOSPITAL LONDON SPO i Service Contact Information Contact Telephone Fax Number 0113245 7806 Number TextTelephone E mail Number Address Service Personnel Commissioning Service Specific Booking Guidance Instructions Slot Management Referral Letter Details Import Services Add New Service Cancel Inactivate Save E Done al Le Local intranet Se Service Contact Name put in the name of the contact for the service you are loading e g the name of a person or a role or a department name Contact Address is automatically loaded by default from the Service Organisation that you have previously entered Service Contact Information is where you enter the Contact Telephone Number Text Telephone Number optional Fax Number optional and E Mail Address optional lf the service is Indirectly Bookable additional contact fields are displayed where you enter the Booking Telephone Number that patients must call to complete their booking and the Hours of Operation of that telephone line This information will be seen on the patient s print out from the GP of their appointment request Indirect Booking Contact Information Booking Telephone
9. RYS HOSPITAL LONDON SPO Contact Information Service Personnel Commissioning Service Specific Booking Guidance Instructions Slot Management Referral Letter Details Import Services Add New Service Cancel Inactivate Save Done a Fie J Local intranet Select the required clinic type from the Available box by clicking on one Click the arrow to move each item to the Selected box Repeat until you have all the required clinic types in the Selected box Select All enables you to move all the clinic types across in one move To remove a Clinic type from the selected box click on the clinic type and then click the left pointing arrow to move them out of the Selected box Click Save to save the items you have loaded thus far Page 11 End User Manual for Service Definers for CAB R2 1 Issue 1 0 July 05 4 3 Contact Information The Contact Information section is where you record the contact information for the service gt Click on Contact Information to reveal the fields to populate 44 Electronic Booking Service Microsoft Internet Explorer laxi I O ix a 7 amp Address A http montana app ebs home da a gt Go File Edit View Favorites Tools Help ay Help ST CHARLES LONDON ACUTE TRUST QUEEN MARY S HOUSE LONDON SPO Baker Street Service Bayswater Service Booking Guidance Service III Bridget s Test Service Bridget s Test Service 2 EBS ServiceDefiner Service Definer ST C
10. action If you are sure you wish to inactivate the workgroup click Yes Inactivyate Workgroup The workgroup rill be inactivated and no longer arailoble Are you sure you wish to continue Click Yes to macthyate the workgroup or Moto return to the DrEVIOUS screen IF vou select Yes vou must remove the named a alocated Clinicians who are seso0clated to services in he Olrectory of Services tool Yes No Page 28 End User Manual for Service Definers for CAB R2 1 Issue 1 0 July 05 6 Enquiries gt A Service Definer can view one Enquiry called Service Directory This enquiry shows the Service Provider s currently published Services Click Enquiries Click EMY Type and select Service Directory 0 You now need to enter filtering criteria Service Directory Filter Criteria Commissioning PT gt Select a Specialty from the picklist Specialty k E OMMONITY MEDICINE DENTAL MEDICINE SPECIALTIES DERMATOLOGY ENDOCRINOLOGY ENT Or you can select Commissioning PCT To search for the name of a commissioning PCT click the Ellipsis button and you now see the box to search for the commissioning PCT you require Page 29 End User Manual for Service Definers for CAB R2 1 Issue 1 0 July 05 Find harr Mame Harrington PET Cancel Done Enter at least 3 characters of a PCT name in the Find box and click Search You then see those PCTs that meet your search criteria Select the PCT yo
11. ard and UID Inthe Surname field enter name of the person you wish to add NB A minimum of two letters is required to perform a name search Click Search Surname smith Forename Clear Search Mame Business Function UUIC Smith Ann View Multiple 1235456769012 Smith Annie View Multiple 095765432123 Smith Barbara View Multiple 657483920165 Smith Bill View Multiple 1029368475610 Cancel Done The returned list will include User Name Business Function and UUID of all those registered in your organisation that have a name that meets your search criteria A user with multiple business functions will be identified as View Multiple Click View Multiple to reveal the business functions Page 26 End User Manual for Service Definers for CAB R2 1 Issue 1 0 July 05 Surname smith Forename Clear Search Mame Business Function ULI Smith Ann view Multiple 123456789012 Smith Annie view Multiple 95765432123 Smith Barbara Pere eae ee 7483920165 Smith Bill Referring Clinician 9304r 5610 Referring Clinician Admin Cancel Done Click View Multiple again to close gt gt Click the row to highlight the person to be added to the workgroup Click Done NB Only one user maybe added to the workgroup at a time Repeat the search process to add another user to the workgroup until you have all the people loaded into your workgroup Each time you add a user they will appear in the box Click o
12. ater Service Booking Guidance Service III Commissioning Bridget s Test Service Service Specific Booking Guidance Bridget s Test Service 2 Instructions Chepstow Service Slot Management Edgware Service Referral Letter Details Euston Service Referral Letter Required ves on Appointment ST MARYS HOSPITAL LONDON SPO Lead Time 2 Day s Freeze Referral Letter 2 Day s Exclude Saturday Exclude Sunday Import Services Add New Service Cancel Inactivate Save E Done a Local intranet r n EEE ee ee Select Yes or No in the Referral Letter Required on Appointment box indicating whether or not your service does want to have a referral letter to review 4 1 9 For Directly Bookable Services NB For directly bookable service you can enter any lead or freeze time of your choosing Select the Required Lead time in days from the Lead Time box An entry of 0 is acceptable Select the number of days in the Freeze Referral Letter box An entry of 0 is acceptable 4 1 10 For IBS NB For an IBS the lead time is set at 7 days You cannot change the freeze time settings either s they are automatically set Click Save to save the items you have loaded thus far Page 22 End User Manual for Service Definers for CAB R2 1 Issue 1 0 July 05 4 1 11 For CAS If you are loading a CAS i e have entered an appointment type of Assessment Service you will have an extra field under Referral Letter Details Ut
13. ch box Clickingon ew will load up more keyword boxes Click to save your keywords and you return to the DoS loading page with the keywords entered Click Save to save the items you have loaded thus far 4 1 3 Procedures Performed Click gt to open Procedures Performed and enter the details in the same way as you did for Conditions treated Service Specific Booking Guidance Conditions Treated Procedures Performed Add Web Link Key Words Maintain Key Words Exclusions Required Investigations Administrative Requirements Service Notes Alternative Services 4 1 4 Exclusions Click gt to open Exclusions and enter the details in the same way as above Page 17 End User Manual for Service Definers for CAB R2 1 Issue 1 0 July 05 r Service Specific Booking Guidance Conditions Treated Procedures Performed Exclusions Add web Link Required Investigations Administrative Requirements Service Notes Alternative Services Note there are no keywords for exclusions 4 1 5 Required Investigations gt Click gt to open Required Investigations and enter the details Service Specific Booking Guidance Conditions Treated Procedures Performed Exclusions Required Investigations Add Web Link Administrative Requirements Service Notes Alternative Services 4 1 6 Administrative Requirements Click gt to open Administrative Requirements and enter the details Service Speci
14. choose book End User Manual for Service Definer for Choose and Book R2 1 Issue 1 0 July 2005 Choose and Book Programme End User Manual for Service Definers for CAB R2 1 Issue 1 0 July 05 End User Manual for Service Definer for Choose and Book R2 1 Welcome to the End User Manual for Service Definers 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 Service Definers for CAB R2 1 Issue 1 0 July 05 1 Contents 1 CONTENT ae ede ae sees es oe eee ce eee ee sce canes noses ee eee e seein ee eaeeaeemepeneemeeteseease 2 2 BACKGROUND TO CHOOSE AND BOOK ccccccccceceeseeeeeecaeeeeeceeeseeeeeeeeeeeaaaeeeeeessaeaees 3 2 1 Brecon Or eNOS Ble eee nen eee ne eee eee eee 3 2 2 Directory of Services Build TOOL ceeccccceseeceeceeeeeeeseeeeeeeseeueeesseeeseeseaeeeeessaaeseessaeeees 3 3 ACCESSING CHOOSE AND BOOK WITH YOUR SMARTCARD ccccccceceeeeeeeeeeeeeeee es 5 O21 Uond VO Ui STAG CU appease cee oeeennasscenenedsetecent E sausemesecteueneccuaaeas 5 3 2 If you have a Choose and Book icon on your GESKtOP ccccceeeeeeeeeeeeeeeeeeeeeesaaeeeeeeaees 6 3 0 If you do NOT have a Choose and Book icon on your GESKtODP ccceeeeeeeeeeeeeeeeeeeees 6 3 4 Selecting your Business Function in Choose and Book cccccssseeeeeeeeeeeeeeeeeeeeseeeeeeees 7 3 0 Logg
15. e ONE specialty that you select from the picklist Appointment Type is selected from the picklist If you pick Assessment Service you are making your service a CAS Clinical Assessment Service Service Provider Organisation Type is the type of organisation your service belongs to e g acute trust Pick from the picklist Professional Type represents the type of professionals either running or delivering your service Select the service professional type from the pick list Advice Request Processing Available Select YES if your service WILL accept requests for advice and guidance from the referrers Select NO if your service will NOT accept requests for advice and guidance Directly Bookable select Yes if your service is a Directly Bookable Service DBS Select No if you are loading an Indirectly Bookable Service IBS This field is important as it affects which fields are available to you later in the DoS If you save and publish a service as a directly bookable service you will NOT be able to change it to IBS later If you save and publish a service as IBS you WILL be able to change it to a directly bookable service later Service Effective Date Range enter a date range or click to select the date from the calendar The start date is mandatory and represents the date from when your service will be available but the end date is not If an end date is not entered it is inferred the service will continue until f
16. e able to search for your PAS system which will have been End Point Registered previously Enter the organisation name and click Search From the returned list select the appropriate organisation Click Done There may be instances in which a primary care service is supported by an appointment scheduling system PAS that is supplied by another organisation This function allows users to search for and select the correct organization address of the PAS you require Referral Letter Details In Referral Letter Details you can define the referral letter lead time and freeze time NB Lead time is the number of days ahead of the appointment time that the referral letter must be submitted by a referrer NB Freeze time is the number of days ahead of the appointment after which no further changes to the referral letter will be accepted After that time the referral is frozen Page 21 End User Manual for Service Definers for CAB R2 1 Issue 1 0 July 05 Click gt to open Referral Letter Details Electronic Booking Service Microsoft Internet Explorer Zz x O B2 4g Address E http montana app ebs home do gt Go File Edit view Favorites Tools Help w Help EBS ServiceDefiner Service Definer ST CHARLES LONDON ACUTE TRUST Log Out ST CHARLES LONDON ACUTE TRUST Service Details QUEEN MARY S HOUSE LONDON SPO Clinic Types Baker Street Service Contact Information Service Personnel Baysw
17. ervices in Choose and Book You can build Directly Bookable Services DBS as well as Indirectly Bookable Services IBS The information that service definers enter in the Directory of Services Builder tool is divided into the categories listed below For each service in your trust you will enter the pertinent information for these categories as agreed locally and signed off for your trust by your commissioners e Service Details e Clinic Types e Contact Information e Service Personnel e Commissioning e Service Specific Booking Guidance e Instructions e Slot Management for DBS only Page 3 End User Manual for Service Definers for CAB R2 1 Issue 1 0 July 05 e Referral Letter Details e Booking Details for IBS only Page 4 End User Manual for Service Definers for CAB R2 1 Issue 1 0 July 05 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 C OU HENTICATE Enter passcode to authenticate to aT ef Type in your PIN number also called passcode and click on Or press return on the keyboard You
18. fic Booking Guidance Conditions Treated Procedures Performed Exclusions Required Investigations Administrative Requirements Add Web Link Service Notes Alternative Services Page 18 End User Manual for Service Definers for CAB R2 1 Issue 1 0 July 05 4 1 7 Service Notes Click gt to open Service Notes and enter the details Service Specific Booking Guidance Conditions Treated Procedures Performed Exclusions Required Investigations Administrative Requirements Service Notes Add web Link gt Alternative Services 4 1 8 Alternative Services Click gt to open Alternative Services and enter the details Service Specific Booking Guidance Conditions Treated Procedures Performed Exclusions Required Investigations Administrative Requirements Service Notes Y Alternative Services Add web Link 4 7 Instructions Click gt to open Instructions J flectrone Eon Service icrosedt Internet Explorer als x O O 2 a la E rtp mort analacp etsihome do go fle gi yom Fytes Jes tho AP Help EBS ServeeDeliner Service Deliner ST CHARLES LONDON ACUTE TRUST Log Out CUES T ST CHARLES LONDON ACUTE TRUST gt Service Details QUEEN MARTS HOUSE LONDON SP0 Clink Types ka a A 23 E Contact information lysner Service Service Personnel ooking Guidance Service 1 gt Commissioning Griiget s Test Ser Service Specific Booking Guidance Gridget s Test Ser Instruc
19. finers for CAB R2 1 Issue 1 0 July 05 3 6 Your Homepage Help Potter Simon Service Definer ST CHARLES LONDON ACUTE TRUST Log Out Directory of Services Workgroups Enquiries ST MARYS HOSPITAL LONDON SPO SMH_Dermatology Clinicians SMH_General Medicine Clinicians SMH_Gynaecology Clinicians Contact the helpdesk if you want to modify existing workgroups Add New Workgroup The Service Definer homepage has 3 main options Directory of Services Workgroups and Enquiries shown on the top left hand side Directory of Services is where you define or load the services for your organisation gt Workgroups is where you can create new workgroups gt Enquiries allows you to retrieve information from Choose and Book in the form of a simple report that displays on the Choose and Book web page Your Homepage is where all actions start from Page 8 End User Manual for Service Definers for CAB R2 1 Issue 1 0 July 05 4 Loading your Directory of Services There are 10 sections for the service definer to complete when loading a new service into the DoS e Service Details e Clinic Types e Contact Information e Service Personnel e Commissioning e Service Specific Booking Guidance e Instructions e Slot Management for DBS only e Referral Letter Details e Booking Details for IBS only Add New Service To load a new service click at the bottom of the screen 4 1 Service Details In Service Details
20. ilise Referrals for Assessment Worklist When this box is ticked it means referrals for this service will appear in the Referrals for Assessment worklist for the Service provider clinician of that service If this box is not ticked the Service Provider Clinician of that CAS will not see referral letters for this service in their Referrals for Assessment worklist Electronic Booking Service Microsoft Internet Explorer 8 x 0 8 i lz Y Ga Address a http montanafapp ebs home do gt Go 1 File Edit view Favorites Tools Help ax Help EBS ServiceDefiner Service Definer ST CHARLES LONDON ACUTE TRUST Log Out ST CHARLES LONDON ACUTE TRUST Service Details QUEEN MARY S HOUSE LONDON SPO Clinic Types Gaia Seek Service Contact Information Service Personnel Bayswater Service Booking Guidance Service III Commissioning Bridget s Test Service Service Specific Booking Guidance Bridget s Test Service 2 Instructions Chepstow Service Slot Management Edgware Service Referral Letter Details Euston Service Referral Letter Required A int t ST MARYS HOSPITAL LONDON SPO on Appointmen Lead Time Day s Freeze Referral Letter Day s Exclude Saturday Exclude Sunday VY utilise Referrals for Assessment Worklist Import Services Add New Service Cancel Inactivate Save 2 Done 2 Local intranet SS NB The Referral Letter Required on Appointment is not active indicating the option can not be changed
21. ing out of and Closing Choose and BoOok ccccceeceeeeeeeeeeeeeeeaeeeeeeeeeaaaeeeeeeesaaeees 7 3 6 OUP TOMO AC iseer ner E ENE EE SE E 8 4 LOADING YOUR DIRECTORY OF SERVICES cccccccscseseeeeseseeseeeeeeseeeseeeeesesaaeeeeeesneeees 9 4 1 Service Details ccccceccccccssecceeceseceeceeeececeeeeceeeeeeeeeeseeceesseeeeeesseeeeeeseeeeeeeesseeeeeesueeeeeseas 9 4 2 Se o E een AA A E E E A N E E E 11 4 3 COMAC TEC FIN UMN aca et E EEE AEE 12 4 4 SENCE melo ONE eee eee ee eee O ee ee eee eee ee 13 4 5 COMMISSIONING ccccceeeeccceeeeeeeceeeceeeceeeceeeseeeeceecseeeeeesaeeeceesseaeeeeseaeeeessaaeeeesseeeeessaeeees 15 4 6 service Specific Booking GUIDANCE 6 lt ccs0s lt cccsceeecessceesceecdeccecnesseeceseseescebsceenenseceeers 16 4 7 IVS TUCHO aaa A E AE E E a 19 4 8 Slt Manag IMG IN asra E AES r A O i 20 4 9 Referral Letter Details 20 00 00 ccccccccccecccseeceeeeseeeeeeeeseeeceececaeeseueeseeseueesaeessueeseeeseesseeesaees 21 Vn BOOKING Detall ceres E a E 23 Aik FRODILA MES ONC O E E E EE 24 T WORK OROUP E A EA E ES 25 5 1 Create a VV TK FOND estes sates ocete dna rigs eteeeeticoc aio aneleweergaiue se a naa EEA R AENEAS EER 25 D2 Removing a VWORKONOUD siaisnosbeacsaiesasacustipoencemnahs ciadcaabendiwevetaancusoseduanioenciamacueenendibamntentes 28 o ENOURIE races acts noe sere etre aries E T Giese nueetetedesaeeceones 29 Page 2 End User Manual for Service Definers for CAB R2 1 Issue 1 0 July 0
22. 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 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 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 Service Definers for CAB R2 1 Issue 1 0 July 05 Click in the box next to jhe role you wish to be for this session so there is a tick in the box next to that role Role Selection Microsoft ternet Explorer mef Fie Edit view Favorites ools Help ay N 5 s CDA be Ta X gt D gt xy A p Search se Favori tes a Media E2 i a Lan rel d 33 Address https sbapi gational ncrs nhs uk saml RoleSelectionwWT jsp token AQICSwM2L 45fcygqzwxg 2BcMSOm3jkrjdledkyxdVHg3G 2FQw 3D br Go Links NHS Please sgflect your default session role Wa Sue W FEsoutm EAST LONDON SHARED SERVICES PARTNERSHIP IV Admin amp Clerical Management Ma
23. n the red X to remove anyone you do not want in the workgroup before you save it Leary Bar Pore are Ds i PO T Click Save Choose and Book will confirm if your workgroup was successfully saved by a message Work Full d Direchory of Services Workgroups Enquiries chia ia oa E Westminster Acute Trust MOP _FartTestt NWOP_B amp tTestlo NOP BaartTesks Page 27 End User Manual for Service Definers for CAB R2 1 Issue 1 0 July 05 The Service definer should now associate that new workgroup to the service they are loading in the usual way in the Service Personnel section see section 4 4 F Service Details Service IQ T9024 Service Name Bat Dertist 1 Service Comments Service Location BOA District General 00 Specialty CARDIOLOGY Appointment Type Dentist Service Provider anaE Orgenissabon Type Professional Type Sansu amam EE Advice Request Processing ves Drectly Bookable Fes Aralable Service Effective to PE om Date Range l los 205 i E wt Pul Clink Types Contact Information Y Service Personne Staff Mix Male and Female orkgroups Remova AAAA tS TEST a OP WESTMINSTER SUTE TRUST AL H Workgroups OP _EartTestiD H 5 2 Removing a Workgroup A workgroup that is no longer required may be inactivated by the Service Definer Select Workgroups and then the workgroup you wish to inactivate Click nactivate A message displays requesting you to confirm the
24. nager M amp D Medical General Medical Practitioner I Add l Clinical Services Non Clinical Call Operator NORTH MIDDLESEX UNIVERSITY HOSPITAL NHS TRUST oO Temporary Temporary EBS ServiceDefiner HE WHITTINGTON HOSPITAL NHS TRUST l Temporary 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 ta screen dumps of spin Role Selection Micro 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 zj 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 Open Internet Explorer on y
25. nd named or allocated oly or neither Done Click Save Click Commissioning to save the items you have loaded thus far This section allows Service Definers to see which PCTs have commissioned the service This section is automatically populated by Choose and Book once a PCT has commissioned your service nothing will show until your service has been commissioned by at least one commissioner If your service is commissioned by several PCTs then all of them will be displayed here Z Electronic Booking Service Microsoft Internet Explorer l x e oo x la A Address E http montana app ebs home do z Go File Edit View Favorites Tools Help ae Help EBS ServiceDefiner Service Definer ST CHARLES LONDON ACUTE TRUST Log Out ST CHARLES LONDON ACUTE TRUST Service Details QUEEN MARY S HOUSE LONDON SPO Clinic Types Baker street Service Contact Information Bayswater Service Service Personnel Booking Guidance Service III Commissioning Bridget s Test Service Commissioned by PCTs Bridget s Test Service 2 LONDON FAMILY TRUST PCT Effective Date Range for Contract 04 04 2004 05 05 2004 Chepstow ae Quota Amount for Contract 0 Edgware Service Tariff Amount for Contract Euston Service ST MARYS HOSPITAL LONDON SPO Service Specific Booking Guidance Instructions Slot Management Referral Letter Details Import Services Add New Service Cancel Inactivate Save E Done te Local i
26. ntranet Page 15 End User Manual for Service Definers for CAB R2 1 Issue 1 0 July 05 4 6 Service Specific Booking Guidance The Service Specific Booking Guidance section is the largest part of loading the DoS and is where you describe what your service sees and does This information will be seen by referrers Click on Service Specific Booking Guidance 4 1 2 Conditions Treated Click gt to open Conditions Treated or on the words Service Specific Booking Guidance Conditions Treated Add Web Link Key Words Maintain Key Words Procedures Performed Exclusions Required Investigations Administrative Requirements Service Motes Alternative Services Enter the Conditions Treated in the free text field To add a Web link in the Conditions Treated box click Add Web Link The Add Web Link dialogue box is displayed Enter the name you want to be displayed to the users in the Display Name box and enter the Web address in the Web Address box Click SREY Web Address will display in the tool with the html Format The application will show only the Display Mame defined below Display Name Web Address fie AROS aa example com Cancel Apply Page 16 End User Manual for Service Definers for CAB R2 1 Issue 1 0 July 05 gt Keywords are used by the referrer to search for services To enter keywords click Maintain Key Words Delete Enter the keywords s into each box up to 225 characters in ea
27. our computer iP F Internet Explorer Page 6 End User Manual for Service Definers for CAB R2 1 Issue 1 0 July 05 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 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 ee Poti TAD ATOPA TOH OPTA BS TELET eevee Deir 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 Asa Service Definer within Choose and Book you will have been given the Business Function of Service Definer Select Service Definer from the pick list and click OK 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 To exit Choose and Book completely you need to click on the at the top right corner of the screen Page 7 End User Manual for Service De
28. tions Chepstor Ser dgwere Service fuston Ser gt ST MARYS HOSPITAL LONDON SPO Slot Management gt Referral Letter Detais Import Serves Add New Service Corned tracttvate Seve So ii E Local itr ane Page 19 End User Manual for Service Definers for CAB R2 1 Issue 1 0 July 05 The instructions you enter here will be on the printout that the patient gets from the GP of their appointment booking Click Save to save the items you have loaded thus far 4 8 Slot Management NB This section ts only available if you are loading a directly bookable service i e you entered Yes for Directly Bookable in the earlier section This section is thus not available if you are loading an IBS In Slot Management you set out the frequency that Choose and Book polls your hospital system PAS for available slots to update its cache of appointments gt Click gt to open Slot Management 44 Electronic Booking Service Microsoft Internet Explorer 8 x O 8 ia Yo ba Address a http montanafapp ebs home do gt EJ co File Edit Yiew Favorites Tools Help a Help ST CHARLES LONDON ACUTE TRUST QUEEN MARY S HOUSE LONDON SPO Baker Street Service Bayswater Service Booking Guidance Service III Bridget s Test Service Bridget s Test Service 2 Chepstow Service Edgware Service Euston Service ST MARYS HOSPITAL LONDON SPO Import Services EBS ServiceDefiner Service Details
29. u want and click Done This now populates the Commissioning PCT box with the one you selected e g Harrington PCT Service Directory Filter Criteria Specialty v Commissioning PCT Harrington PCT gt Click Search to reveal the enquiry for this PCT or specialty E https nww demo ebs ncrs nhs uk app ebs home do Microsoft Internet Explorer o x Miller Tom Service Definer Harrington PCT Log Out Electronic Booking Service Directory of Services Enquiries Service Directory Filter Criteria Commissioning PCT Harrington PCT Last Refresh 27 07 2005 21 20 Print Specialty Service Location Clinician Start Date End Date ARG YIN Directly Bookable Appointment Type Cardiology at Cardiology Shadbolt Park Perera view Multiple 25 07 2005 N N GPSI Surgery 3 Harrington Beauchamp i F Cardiology Cardiology CAS Practica 27107 2005 Y N Assessment Service This site is secured using 128 bit SSL encryption Internet fee Document1 Microsof er EndUserManual_Servi S untitled Paint Page 30
30. urther notice Publish if you tick this box you are publishing the service you are loading Once a service is both published and commissioned with a service effective start date of today or earlier it can be viewed and referred or booked in to by referrers Page 10 End User Manual for Service Definers for CAB R2 1 Issue 1 0 July 05 gt In the DoS column on the left hand side of the screen an asterisk is displayed next to the service name when the service is NOT published but loaded Any service not published cannot be seen by the referrer Click Save to save the items you have loaded thus far 4 2 Clinic Types gt gt In Clinic Types you select the clinic types that represent the service you are loading Click on Clinic Types to reveal the fields to populate 44 Electronic Booking Service Microsoft Internet Explorer J E 7 2 x l O fHaASG Address http montana app ebs home do E 0 File Edit view Favorites Tools Help gt Help EBS ServiceDefiner Service Definer ST CHARLES LONDON ACUTE TRUST Log Out ST CHARLES LONDON ACUTE TRUST Service Details QUEEN MARY S HOUSE LONDON SPO Clinic Types Available Selected Baker Street Service igh Ea Bayswater Service Andrology Booking Guidance Service III Antenatal Bridget s Test Service Cardiology Select All Bridget s Test Service 2 Chest Chepstow Service Check and qaeneral medicine Edgware Service Euston Service ST MA
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