E | W | E | W | NHS e-Referral Service Commissioner Role Issued: 3 rd June 2015 v4.0 Presentation content valid on day of issue

Commissioner This section is for users with the Commissioner role on their smartcard. Commissioners will be able to commission services for individual GP/referring practices to refer to. Individual Practice Level Commissioning Commissioners will now be able to copy commissioning rules from one organisation to another Copy Commissioning Rules Commissioners will have the ability to set a period of time, after the service is decommissioned, to ensure any referrals already in the system can be managed Commissioning Rule End Date 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

Commissioner – New! Individual Practice Level Commissioning In NHS e-Referral Service commissioners will be able to commission services at practice level. Commissioners will be able make a primary care menu services available to one or more selected referring organisations. After logging into NHS e-Referral Service, and finding the appropriate service in the usual way, commissioners will see a new field (*Application Organisations), which will list all the GP/referring practices available to them. Commissioners can select or de-select individual practices as required. NB – the default position is that ALL practices under the ‘parent’ organisation (e.g. CCG) will be ticked. Back to list of changes Benefit: This will benefit commissioners who cover a large geographical area.

Commissioners will now be able to copy commissioning rules from one organisation to another using the Commissioning Rule Enquiry. Further information on this function will be added to this presentation once the detail is made available. Commissioner – New! Back to list of changes

Commissioner – New! Commissioning Rule end date In NHS e-Referral Service commissioners will be able to commission services to ensure the referrals can be managed right up to the end of the contract date The commissioner can set the ‘from’ and ‘to’ dates for the Effective Date Range for the Contract. During this time the service is available to their referring organisations They then can set a ‘Commissioning Rule End Date’ to allow any referrals, already in the system, with this service to be shortlisted and managed No other referrals can be shortlisted to this service, but referrals with this service on can still be managed through the system up to the ‘Commissioning Rule End Date’ Back to list of changes

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. Commissioner - Help Function (1 of 3) Benefit: Access to comprehensive supporting information within the system

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 Commissioner - Help Function (2 of 3)

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 Commissioner - Help Function (3 of 3)

Commissioner – Printing Worklists 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

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: Click here to return to the start of the presentation