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

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

3. 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

4. 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

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

6. 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

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

8. 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

9. Authentication Pippa Simmons 1234567891000

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

24. 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

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

36. 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

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

46. 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

63. Referring Clinician. Monitoring Referrals Choose and Book Demonstration

64. 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

71. Referring Clinician. Requesting Advice and Guidance Choose and Book Demonstration

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

80. Referring Clinician. Reviewing Advice and Guidance Choose and Book Demonstration

87. Directory of Services, Enquiries and Reports Choose and Book Demonstration

92. Updating Person Updating NCRS Data Sharing Consent Choose and Book Demonstration

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

97. Authentication Pippa Simmons 1234567891000

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

108. Booking Manager Books Janice Diamonds appointment Choose and Book Demonstration

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

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

132. Clinical Assessment Services (CAS) Choose and Book Demonstration

133. 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

136. IBS to IBS

137. DBS to IBS

138. DBS to DBS

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

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

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

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

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

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

205. Referring Clinician. Reviewing a Rejected Referral Choose and Book Demonstration