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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
Choose and Book Demonstration
DBS A&G
EnquiriesReports
CAS
IBS
Referring Clinician.
Janice Diamond requires a referral to Neurology following a visit to her GP
Choose and Book Demonstration
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
Choose and Book Demonstration
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
Choose and Book Demonstration
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
Choose and Book Demonstration
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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