1. Release 5.0

2. R5.0 main changes Improved service search Support for the Appointment Slot Issue (ASI) process

3. Key Points Simpler search screen, more intuitive and logical flow following feedback post Release 4.2 Improved service search functionality, introduces new capability to refine service search, e.g. IWT, place, location Removal of redundant search criteria –The following service search will no longer be presented to the user on the Service Search Criteria screen: Due by Date; Problem; Problem Status; Requested Procedure

4. New Service Search Screen

5. Search by Place/Sort by IWT

6. New alert for ALL UBRNs New Check Patient Details dialogue –The dialogue will only appear once for a UBRN within a given slot searching session – For users accessing the Deferral Options Details screen, the dialogue will only be displayed if the dialogue has not already been displayed in that slot searching session

7. Keep PDS up-to-date

8. Update Person

9. Support for the Appointment Slot Issue Process (ASI)

10. Key Points New process to enable users to put patient into ASI New ASI worklist for Service Providers New ASI Appointment Request Letter New alert for users to check patients details are correct Patient Web Application changes

11. When can you enter the ASI Process? One or both of the following criteria needs to be met when searching for slots: –No slots are available at a service (user entered values on Appointment Search which limits slots do not count) –Technical slot errors occur when the user tries to book an appointment, i.e. Patient Administration System (PAS) doesnt respond or the slot is unavailable

12. ASI Process Users can only enter UBRNs into the ASI process at services which experienced a slot issue An ASI cannot be initiated when the patient cannot find suitable slots

13. New appointment search screen New Defer to Provider button

14. Unable to Defer

15. New Information Message

16. Defer to Provider Summary of short listed services showing which services may be deferred to Select one

17. New Message for Patient Messa- ges for User and patient to note.

18. Deferral Message

19. Patient Print Out

20. Patient Instructions

21. View History View history action showing Deferred to provider status of UBRN

22. The following slides give examples of how this functionality might be used: Prior assessment services Tertiary or specialist secondary care services Initial Referral (authorised referrers) Practice Based Commissioning model (authorised organisations) Release 5.0 Functionality Support for Alternative Care Pathways - Referrers

23. Restricted Service Authorised Service Authorised Referrer Key Prior Assessment Mode l Newtown Hospital Orthotic Service Village Hospital Podiatric Surgeon Service Newtown Community Physiotherapy Service Under local commissioning arrangements, Newtown Hospital provide an Orthotic Service and Village Hospital a specialised Podiatric Service with Surgical Input. Newtown PCT provide a community Physiotherapy service. These services are restricted and do not accept referrals direct from GPs. The pathway is via the Newtown MSK Assessment Service. This service is an authorised service. Referrals received into this service are triaged and/or treated. Those referrals that are clinically appropriate can be referred on to the relevant restricted service. GPs wishing to send referrals to the restricted services will be directed to refer via the authorised service. Newtown Musculoskeletal Assessment Service

24. Birmingham General Eye Clinic Bristol Eye Clinic London Optical Assessment Centre Liverpool General Optical Clinic Newtown Optical Assessment Service Village General Eye Clinic Restricted Service Authorised Service Authorised Referrer Key Tertiary/Restricted Secondary Care Service Model National Eye Removal Service National Optic Nerve Laser Surgery Service The National Eye Infirmary offers specialised tertiary services. These services are published on the national DOS as restricted services. The DOS entry lists all available authorised services that referrers can initially refer into. Clinicians within the authorised service are able to refer on to the restricted services where clinically appropriate

25. Restricted Service Authorised Service Authorised Referrer Key National Eye Removal Service Dr Smith from Newtown Surgery wants his patient to go to the National Eye Removal Service. He is not an authorised referrer so he cannot make a direct referral to the National Eye Removal Service. The Authorised Services presented as his pathways are Newtown PCT Optical Assessment Service or Newtown Hospital General Eye Clinic and Village Hospital General Optical Clinic Dr Jones from Village Community Health Centre wants his patient to go to the National Eye Removal Service. Dr Jones is a GPwSI and is an authorised referrer so he can make a direct referral to the National Eye Removal Service. Village Hospital General Optical Clinic Newtown PCT Optical Assessment Service Newtown Hospital General Eye Clinic Mr Green Garden War Memorial Hospital Dr Browne Newtown Community Health Centre Dr Jones Village Community Health Centre Initial Referral (authorised referrers)

26. Restricted Service Authorised Service Authorised Organisation Key Practice Based Commissioning model (authorised organisations) Newtown PBC Non-scalpel Vasectomy Service Newtown Practice Based Commissioning Group provide a non-scalpel Vasectomy Service for all practices within the PBC Group. The service is not available to other practices within the PCT Newtown Group Practice Newtown Surgery Dr Sweeting & Partners Fourways Surgery Beech Grove Practice New Lane Surgery Village Road Surgery Two Towns Group Practice The service is defined as a restricted service. This particular service has no individual authorised referrers, and it is an initial referral service so there are no authorised services. Instead it is restricted to authorised organisations. In this case all of the practices within the PBC Group are authorised organisations. Village Health Centre

27. What does that mean when Referring? Referrers will be able to see, and refer directly into, services that they are authorised to do so. Referrers will be able to see, but not refer directly into, services where they are not authorised to do so. Where a Referrer is unauthorised, services that are Restricted will be clearly marked in the Service Selection screen as Restricted. Clicking onto the Restricted hyperlink will give the user access to an alternative pathway to that service. Release 5.0 Functionality Support for Alternative Care Pathways - Referrers

28. Fig 12. Service Search Screen In this example, 5 services have been returned Four of those services are available to book into The final service is Restricted Clicking on the Restricted hyperlink will display the authorised services that are able to refer on to the restricted service. Release 5.0 Functionality Support for Alternative Care Pathways - Referrers

29. Fig 13. Authorised Service Selection Dialogue Box Using the previous example, clicking on the Restricted hyperlink lists the following services that are able to refer on to the Restricted service. You can shortlist one or more of these services as usual. Release 5.0 Functionality Support for Alternative Care Pathways - Referrers

30. Referrer Contact Details - Referrers Release 5.0 Functionality Where data is held on the Spine, the Referring Organisation and Registered GP Practice telephone number and address can be viewed by clicking on the hyperlink. This will give additional contact information to users. This information is available in the Clinical Information pane. Elsewhere, the Referring Organisation details now contain the practice telephone number, where that information is held on the spine.

31. Revision to Supported File Attachments Choose and Book will now be able to support attachments in later MS Word formats –.docx.

32. Any Questions