1. NHS e-Referral Service
Advice and Guidance worklist changes
May 2017 v1.0

2. Introduction
Release 6.3* of the e-Referral Service will deliver a change to referrers who use Advice and Guidance (A&G) functionality.
What’s changing?
The current ‘Advice and Guidance Responses’ worklist will be replaced with a new worklist named ‘Advice and Guidance’. This worklist will display all A&G requests and their current status.
The following screens detail the current functionality and the planned changes.
*Release 6.3 is scheduled to be released on 19th May 2017, subject to testing.

3. Current A&G functionality
Advice and Guidance Responses worklist.
This displays A&G requests where a provider has responded to a request or where a provider requires more information from the referrer.

4. Current A&G functionality
Awaiting Booking Acceptance worklist.
This displays A&G requests waiting for a response from the provider.

5. New Advice and Guidance worklist
All A&G requests will be present on this worklist after 6.3 is released. No pre release action is required by users.
All A&G requests that were on the ‘Awaiting Booking Acceptance’ worklist will be moved to the new worklist showing the status of ‘Provider Response Required’.

6. New Advice and Guidance worklist
The ‘Response Status’ column shows the status of each A&G request.
An A&G request will be removed from the Advice and Guidance worklist once the referrer has ended the A&G conversation or when the patient has been referred to a provider.

7. Supporting information
Further information on A&G functionality can be found within the documents below:
Enhanced Advice and Guidance Phase 1 Overview
Managing Advice and Guidance Requests
Advice and Guidance overview
Calderdale and Huddersfield NHS Trust benefits of the use of A&G case study
The e-Referral service system Help (N3 connection required) will also be updated to reflect this change.