Release 5.0

R5.0 main changes

• Improved service search

• Support for the Appointment Slot Issue (ASI) process

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

New Service Search Screen

Search by Place/Sort by IWT

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

Keep PDS up-to-date

Update Person

Support for the Appointment Slot Issue Process (ASI)

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

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) doesn’t respond or the slot is unavailable

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

New appointment search screen

New Defer to Provider

button

Unable to Defer

New Information Message

Defer to Provider

Summary of short listed services showing which

services may be deferred to

Select one

New Message for Patient

Messa-ges for User and

patient to

note.

Deferral Message

Patient Print Out

Patient Instructions

View History

View history action

showing Deferred to

provider status of

UBRN

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

Restricted Service

Authorised Service

Authorised ReferrerKeyPrior Assessment Model

Newtown HospitalOrthoticService

Village HospitalPodiatric Surgeon

Service

Newtown CommunityPhysiotherapy

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

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 ReferrerKeyTertiary/Restricted Secondary Care Service Model

NationalEye

Removal Service

NationalOptic

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

Restricted Service

Authorised Service

Authorised ReferrerKey

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 HospitalGeneral

Optical Clinic

Newtown PCT Optical Assessment

Service

Newtown Hospital General Eye Clinic

Mr GreenGarden

War MemorialHospital

Dr BrowneNewtown

Community Health Centre

Dr JonesVillage

Community Health Centre

Initial Referral (authorised referrers)

Restricted Service

Authorised Service

Authorised OrganisationKeyPractice Based Commissioning model

(authorised organisations)

Newtown PBCNon-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

FourwaysSurgery

Beech GrovePractice

New LaneSurgery

Village RoadSurgery

Two TownsGroup

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 HealthCentre

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

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

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

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.

Revision to Supported File AttachmentsChoose and Book will now be able to support attachments in later MS Word formats – “.docx”.

Any Questions