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 Information Analyst Role Issued: 10 th June 2015 v4.0 Presentation content valid on day of issue

2. Information Analyst This section is for users with the Information Analyst role on their smartcard. NHS e-Referral Service reports and extracts will not be available for go live Reports & Extracts The content of the Help function has been enhanced. Enhanced Help Function Click on the heading of any item for a fuller description

3. NHS e-Referral Service reports (and not all of the historic Choose and Book reports), would have been unavailable for go-live, a decision has been taken to delay the publication of all user-facing reports until August 2015. The decision has been taken by the Programme Delivery Board after consultation with key stakeholders and users, the main aim being to avoid any confusion as to what is or isn’t available. The service will, however, provide most of the extracts used by many organisations to produce their own reports. These extracts include: –Critical Extracts required by TAL to generate the patient reminder letters. –Other key extracts used by information analysts to generate their own reports (all apart from the infrequently downloaded EBSX07, EBSX01, EBSX06, EBSX08 extracts. Information Analyst – Reports & Extracts (1 of 2)

4. The utilisation reports that we generate centrally and publish on our website, will continue to be available (although there may be a short delay, after go-live, before these are ready) We anticipate that all of the new NHS e-Referral Service reports will be available during August 2015 and we expect this to include the monthly reports that would have been generated in July and August. Historical Choose and Book reports (i.e. prior to June 2015) will also be available within the application from August onwards. What should I do now? If you rely on the information provided within the current Choose and Book system then we advise you to download any reports and extracts that you need NOW and save the data outside of the application so that you have access to them in the intervening period. Back to list of changes Information Analyst – Reports & Extracts (2 of 2)

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. Information Analyst - 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 Information Analyst - 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 Information Analyst - Help Function (3 of 3)

8. 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 Click here to return to the start of the presentation