Choose and Book Helpdesk Awareness Presentation Giselle Robinson Southern Cluster Choose and Book Training Team

Contents  Overview of CAB  Directly Bookable Services (DBS)  Indirectly Bookable Services (IBS)  Clinical Assessment Service (CAS)

Business Roles  Referring Clinician  Referring Clinician Admin  Referring Admin  Booking Manager  Service Provider  Service Provider Admin  BMS HCP Proxy  Service Definer  Service Commissioner  Service Selection Booking Guidance Definer  Information Analyst (BM, SPO, PCT, SHA)  BMS Admin Out of ScopeIn Scope

Patient visits GP GP initiates Referral - UBRN Appointment is Booked IBS or DBS Consultant accepts appointment Practice staff monitor appointment Patient has a First outpatient appointment Practice staff attach a referral letter Consultant reviews appointment

Choose and Book Demonstration DBS A&G Enquiries Reports CAS IBS

DBS  GP initiates referral (appointment/request)  Web Based Referral or Integrated  Practice staff attach Referral Letter  Appointment can be booked either in Practice, using CABAL or Healthspace  Consultant reviews referral and accepts/rejects  Practice staff monitor status using the worklists

Referring Clinician. Janice Diamond requires a referral to Neurology following a visit to her GP Choose and Book Demonstration

Patient visits GP GP initiates Referral - UBRN Appointment is Booked IBS or DBS Consultant accepts appointment Practice staff monitor appointment Patient has a First outpatient appointment Practice staff attach a referral letter Consultant reviews appointment

Authentication Pippa Simmons

Referring Clinician, Referring Clinician Admin, Referring Admin, BMS Admin. Booking Janice’s Appointment Choose and Book Demonstration

Patient visits GP GP initiates Referral - UBRN Appointment is Booked IBS or DBS Consultant accepts appointment Practice staff monitor appointment Patient has a First outpatient appointment Practice staff attach a referral letter Consultant reviews appointment

Referring Clinician, Referring Clinician Admin. Attaching a Referral Letter Choose and Book Demonstration

Patient visits GP GP initiates Referral - UBRN Appointment is Booked IBS or DBS Consultant accepts appointment Practice staff monitor appointment Patient has a First outpatient appointment Practice staff attach a referral letter Consultant reviews appointment

Service Provider Clinician. Scott Fitzgerald Reviews the Appointment Choose and Book Demonstration

Patient visits GP GP initiates Referral - UBRN Appointment is Booked IBS or DBS Consultant accepts appointment Practice staff monitor appointment Patient has a First outpatient appointment Practice staff attach a referral letter Consultant reviews appointment

Referring Clinician. Monitoring Referrals Choose and Book Demonstration

Patient visits GP GP initiates Referral - UBRN Appointment is Booked IBS or DBS Consultant accepts appointment Practice staff monitor appointment Patient has a First outpatient appointment Practice staff attach a referral letter Consultant reviews appointment

Referring Clinician. Requesting Advice and Guidance Choose and Book Demonstration

Service Provider Clinician. Responding to Advice and Guidance Choose and Book Demonstration

Referring Clinician. Reviewing Advice and Guidance Choose and Book Demonstration

Directory of Services, Enquiries and Reports Choose and Book Demonstration

Updating Person Updating NCRS Data Sharing Consent Choose and Book Demonstration

Janice Diamond requires a referral to Neurology following a visit to her GP Choose and Book Demonstration

Authentication Pippa Simmons

Referring Clinician, Referring Clinician Admin Attaching a Referral Letter Choose and Book Demonstration

Booking Manager Books Janice Diamonds appointment Choose and Book Demonstration

Service Provider Clinician. Reviews Janice Diamonds Referral Choose and Book Demonstration

Service Provider Clinician Directory of Services, Enquiries and Reports Choose and Book Demonstration

Clinical Assessment Services (CAS) Choose and Book Demonstration

CAS  DBS to DBS  DBS to IBS  IBS to IBS  Primary or Acute based  CAS used to assess the referral and either onward refer, resolves or advise GP of the outcome

IBS to IBS

DBS to IBS

DBS to DBS

Referring Clinician: Jim Smith books an appointment at a CAS for the patient Choose and Book Demonstration

Service Provider Clinician: Michael Page reviews patients appointment Choose and Book Demonstration

Service provider clinician. Records assessment for patient Choose and Book Demonstration

Service Provider Jane Fawcett reviews referral and responds to advice & guidance Choose and Book Demonstration

Service Provider Clinician at the CAS reviews his Outbound Referrals worklist Choose and Book Demonstration

Review  Directly Bookable Services (DBS)  Indirectly Bookable Services (IBS)  Clinical Assessment Service (CAS)

Referring Clinician. Reviewing a Rejected Referral Choose and Book Demonstration