Choose and Book Helpdesk Awareness Presentation

Giselle RobinsonSouthern ClusterChoose and Book Training Team

Contents

Overview of CAB Directly Bookable Services (DBS) Indirectly Bookable Services (IBS) Clinical Assessment Service (CAS)

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

Patient visits GP

GP initiates Referral - UBRN

Appointment is Booked

IBS or DBS

Consultant acceptsappointment

Practice staff monitor

appointmentPatient has a First outpatient

appointment

Practice staff attach a referral

letter

Consultant reviewsappointment

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DBS A&G

EnquiriesReports

CAS

IBS

Referring Clinician.

Janice Diamond requires a referral to Neurology following a visit to her GP

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Patient visits GP

GP initiates Referral - UBRN

Appointment is Booked

IBS or DBS

Consultant acceptsappointment

Practice staff monitor

appointmentPatient has a First outpatient

appointment

Practice staff attach a referral

letter

Consultant reviewsappointment

Authentication

Pippa Simmons1234567891000

Referring Clinician, Referring Clinician Admin, Referring Admin, BMS Admin.

Booking Janice’s Appointment

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Patient visits GP

GP initiates Referral - UBRN

Appointment is Booked

IBS or DBS

Consultant acceptsappointment

Practice staff monitor

appointmentPatient has a First outpatient

appointment

Practice staff attach a referral

letter

Consultant reviewsappointment

Referring Clinician, Referring Clinician Admin.

Attaching a Referral Letter

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Patient visits GP

GP initiates Referral - UBRN

Appointment is Booked

IBS or DBS

Consultant acceptsappointment

Practice staff monitor

appointmentPatient has a First outpatient

appointment

Practice staff attach a referral

letter

Consultant reviewsappointment

Service Provider Clinician.

Scott Fitzgerald Reviews the Appointment

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Patient visits GP

GP initiates Referral - UBRN

Appointment is Booked

IBS or DBS

Consultant acceptsappointment

Practice staff monitor

appointmentPatient has a First outpatient

appointment

Practice staff attach a referral

letter

Consultant reviewsappointment

Referring Clinician.

Monitoring Referrals

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Patient visits GP

GP initiates Referral - UBRN

Appointment is Booked

IBS or DBS

Consultant acceptsappointment

Practice staff monitor

appointmentPatient has a First outpatient

appointment

Practice staff attach a referral

letter

Consultant reviewsappointment

Referring Clinician.

Requesting Advice and Guidance

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Service Provider Clinician.

Responding to Advice and Guidance

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Referring Clinician.

Reviewing Advice and Guidance

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Directory of Services, Enquiries and Reports

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Updating Person

Updating NCRS Data Sharing Consent

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Janice Diamond requires a referral to Neurology following a visit to her GP

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Authentication

Pippa Simmons1234567891000

Referring Clinician, Referring Clinician Admin

Attaching a Referral Letter

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Booking Manager

Books Janice Diamonds appointment

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Service Provider Clinician.

Reviews Janice Diamonds Referral

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Service Provider Clinician

Directory of Services, Enquiries and Reports

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Clinical Assessment Services (CAS)

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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

Referring Clinician: Jim Smith books an appointment at a CAS for the patient

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Service Provider Clinician: Michael Page reviews patients appointment

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Service provider clinician.

Records assessment for patient

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Service Provider Jane Fawcett reviews referral and responds to advice & guidance

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Service Provider Clinician at the CAS reviews his Outbound Referrals worklist

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Review

Directly Bookable Services (DBS)

Indirectly Bookable Services (IBS)

Clinical Assessment Service (CAS)

Referring Clinician.

Reviewing a Rejected Referral

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