1. E | nhs.ers@hscic.gov.uk W | www.hscic.gov.uk/ers E | nhs.ers@hscic.gov.uk W | www.hscic.gov.uk/ers NHS e-Referral Service BMS Admin Role Issued: 3 rd June 2015 v3.0 Presentation content valid on day of issue

2. BMS Admin This section is for users with the BMS Admin role on their smartcard. Referring organisations will also be able to unlock locked referrals. Locked Referrals The ability for patients to book any service on their shortlist of services even after it has been booked/deferred. Improvement to the Patient Web Application The content of the Help function has been enhanced. Enhanced Help Function Worklists will now automatically print without a preview being displayed. Changes to Printing Worklists Click on the heading of any item for a fuller description

3. Removing Patient Lock NHS e-Referral Service uses record locking to protect the confidentiality of a patient's appointment requests. Sometimes patients inadvertently “lock” their referral by entering the wrong password multiple times, or closing the browser midway through the booking process. As a security measure, this lock remains in place for at least 30 minutes. After 30 minutes of inactivity the lock is removed but this is not always obvious to patients. Historically, users with the BMS Admin role can unlock affected referrals. In NHS e-Referral Service patients will also be able to ask someone at their GP/referring practice to do this. Removing Patient Lock NHS e-Referral Service uses record locking to protect the confidentiality of a patient's appointment requests. Sometimes patients inadvertently “lock” their referral by entering the wrong password multiple times, or closing the browser midway through the booking process. As a security measure, this lock remains in place for at least 30 minutes. After 30 minutes of inactivity the lock is removed but this is not always obvious to patients. Historically, users with the BMS Admin role can unlock affected referrals. In NHS e-Referral Service patients will also be able to ask someone at their GP/referring practice to do this. BMS Admin – New Back to list of changes Benefit : The Appointments Line in particular should see a reduction in the number of patients contacting them for this reason.

4. BMS Admin – Improvement Rebooking Appointments BMS Admin role users should be aware of the following change made in the Patient Web Application (PWA): Historically, if a UBRN has been booked, or deferred to a service, it is not possible for the patient to change to another service using the PWA. In NHS e-Referral Service, the full shortlist of services the patient is referred to will always be available to patients. Patients will be able to change their booking to another service on their shortlist if required, via the PWA. Benefit: TAL should see a significant reduction in the number of patients requesting them to carry out the above action. Back to list of changes

5. System Help content Help Files are being developed for NHS e-Referral Service, which will be: similar format type to other online systems (eg Microsoft) and are in place of a manual accessible via a Help link at the top of the screen written in a user friendly way, giving diagrams, process flows and benefits as well as direct information The first release will be simple, but effective and something to build on. To access the Help Files you simply click on the Help text at the top left of the screen (as highlighted below). The following screens show how the Help is coming together so far. BMS Admin - Help Function (1 of 3) Benefit: Access to comprehensive supporting information within the system

6. Key Points: There are a variety of search options to choose from. Icons and hyperlinks have been added to highlight and provide additional information. Diagrams are included to show process flows Key Points: There are a variety of search options to choose from. Icons and hyperlinks have been added to highlight and provide additional information. Diagrams are included to show process flows Search options BMS Admin - Help Function (2 of 3)

7. Diagrams are included to help users understand process flows. Some will also be links to further information to a specific area. For example, by clicking on Search for Appointments on this diagram you will be redirected to that subject with the Help Files. Diagrams are included to help users understand process flows. Some will also be links to further information to a specific area. For example, by clicking on Search for Appointments on this diagram you will be redirected to that subject with the Help Files. Back to list of changes BMS Admin - Help Function (3 of 3)

8. In Choose and Book a preview of the worklist appeared before the user selected the ‘Print’ button. In the e-Referral Service the ‘Print’ button has been renamed ‘Print List’. Selecting this will now display the Print popup box and no preview. Users are still able to copy the worklist (CtrlA, CtrlC) and paste the detail into Excel. In Choose and Book a preview of the worklist appeared before the user selected the ‘Print’ button. In the e-Referral Service the ‘Print’ button has been renamed ‘Print List’. Selecting this will now display the Print popup box and no preview. Users are still able to copy the worklist (CtrlA, CtrlC) and paste the detail into Excel. Back to list of changes BMS Admin – Printing Worklists

9. Final Slides Further information will be made available on the NHS e- Referral Service website leading up to go live. This will include: Training products, including e-learning, quick reference guides, etc Frequently Asked Questions General information NHS e-Referral Service website: www.hscic.gov.uk/ers www.hscic.gov.uk/ers Click here to return to the start of the presentation