Nervecentre V8.1 Help for Users
Triaging referrals
As a clinician, you can review or triage referrals. This is where you decide what needs to happen with the referral. For example, you might look at a referral and decide that the patient needs an appointment.
An office administrator looks at your notes and performs any necessary actions. For example, accepting the referral and booking an appointment.
The steps for triaging a referral depend on the type of referral. Your organisation might create worklists that you can use to find referrals that you need to triage.
Read more about viewing worklists
Triaging referrals on a mobile
You can't do this on a mobile.
Triaging referrals on a desktop
Triaging an external referral or an IPT referral
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Find the patient, or the referral.
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From Outpatients > Patient Detail, search for the patient.
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From Outpatients > Worklists, find a worklist showing referrals that need review, and double-click on the referral.
The worklists available to you depend on your organisation.
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From Patient Detail > Patient admin > Show pathways > Referrals > Active Referrals, find a referral with the status 'Awaiting triage' or 'Acknowledged, awaiting triage'.
Referrals not from e-RS are blank in the column ERS.
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Double-click on the referral.
A form appears.
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Complete the form, including all mandatory fields.
Mandatory fields are marked .
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Select Review Complete.
The referral's status updates to 'Referral Review Complete'.
An office administrator can now perform any actions you requested.
Triaging a referral sent to RAS
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Find the patient, or the referral.
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From Outpatients > Patient Detail, search for the patient.
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From Outpatients > Worklists, find a worklist showing referrals that need review, and double-click on the referral.
The worklists available to you depend on your organisation.
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From Patient Detail > Patient admin > Show pathways > Referrals > Active Referrals, find a referral with the status 'Awaiting triage' or 'Acknowledged, awaiting triage'.
Referrals from e-RS show in the column ERS.
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Double-click on the referral.
At the top of the form, there are two tabs: E-Referral and Referral Clinical Form.
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From E-Referral, check the information about the referral and view any attachments.
To view attached PDF files, select .
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From Triage Outcome, select an option.
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To accept the referral and book an appointment later, select Accept and Refer/Book Later.
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To return the referral to the referrer with advice, select Return to Referrer with Advice.
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If you selected Accept and Refer/Book Later, select a priority.
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Enter any notes.
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To add an attachment, select .
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Select Submit.
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Sign in to your NHS Care Identity account.
If you:
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Accepted the referral
The referral's status changes to 'Referral accepted, no activity booked'.
An office administrator can book an appointment, or add the patient to a waiting list.
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Sent the referral back to the referrer
The referral's status changes to 'Referral complete, declined'.
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Optional: from Referral Clinical Form, enter any notes, then select Review Complete.
Triaging a referral from e-RS with an appointment booked
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Find the patient, or the referral.
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From Outpatients > Patient Detail, search for the patient.
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From Outpatients > Worklists, find a worklist showing referrals that need review, and double-click on the referral.
The worklists available to you depend on your organisation.
-
-
From Patient Detail > Patient admin > Show pathways > Referrals > Active Referrals, find a referral with the status 'Awaiting triage' or 'Acknowledged, awaiting triage'.
Referrals from e-RS show in the column ERS.
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Double-click on the referral.
A form appears.
The source of the referral is 'e-RS Direct Booking'.
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Complete the form, including all mandatory fields.
Mandatory fields are marked .
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Select Review Complete.
The referral's status updates to 'Referral Review Complete'.
An office administrator can now perform any actions you requested.
Triaging a referral for a bookable service with ASI
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Find the patient, or the referral.
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From Outpatients > Patient Detail, search for the patient.
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From Outpatients > Worklists, find a worklist showing referrals that need review, and double-click on the referral.
The worklists available to you depend on your organisation.
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From Patient Detail > Patient admin > Show pathways > Referrals > Active Referrals, find a referral with the status 'ASI, Book from e-RS'.
Referrals from e-RS show in the column ERS.
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Double-click on the referral.
At the top of the form, there are two tabs: E-Referral and Referral Clinical Form.
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From E-Referral, check the information about the referral and view any attachments.
To view attached PDF files, select .
-
From Triage Outcome, select an option.
-
To accept the referral and book an appointment later, select Accept and Refer/Book Later.
-
To return the referral to the referrer with advice, select Return to Referrer with Advice.
-
-
If you selected Accept and Refer/Book Later, select a priority.
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Enter any notes.
-
To add an attachment, select .
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Select Submit.
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Sign in to your NHS Care Identity account.
If you:
-
Accepted the referral
The referral's status changes to 'Referral accepted, no activity booked'.
An office administrator can book an appointment, or add the patient to a waiting list.
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Sent the referral back to the referrer
The referral's status changes to 'Referral complete, declined'.
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Optional: from Referral Clinical Form, enter any notes, then select Review Complete.
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