Release 5.0 Preview
Changes affecting BMS Role Users
20.09.2010 – Version 1.0
Overview of Changes
Support for the Appointment Slot Issue (ASI) Process
•
•
•
New ‘Defer to Provider’ button
New provider ‘Appointment Slot Issue worklist’
New ‘Check Patient Details’ prompt
Release 5.0 Functionality
Support for the ASI Process – BMS Users
Background
Prior to Release 5.0, when a patient wished to book an appointment within a
service that had no available appointment slots published, or where there was a
technical issue preventing the booking, the only pathway was via The Appointments
Line (TAL).
It was therefore necessary for the patient to call TAL in order that the TAL operator
could: note the patient’s details
 transfer these to an email
 send to the provider each evening.
This process was outside of Choose and Book and could not be monitored by
patients and their referring practices.
Release 5.0 Functionality
Support for the ASI Process – BMS Users
Release 5.0 functionality
When a patient attempts to book an appointment, either
 within the GP Practice
 by telephone via The Appointments Line (TAL)
 online via the Patient Web Application (PWA)
AND, no appointment slot is available within their chosen service or services, or a
technical issue prevents booking, the request can be deferred to the provider.
The UBRN will then immediately appear on the new provider "Appointment Slot
Issues" worklist in order that they can appoint the patient within Choose and
Book.
Release 5.0 Functionality
Support for the ASI Process – BMS Users
From the Appointment Search screen:-
Where no appointment slots are
showing for the chosen service or
services.
Click on the “Defer to Provider”
button.
Release 5.0 Functionality
Support for the ASI Process – BMS Users
Choose and Book will validate slot availability at this point.
Where no genuine slot issue exists,
ie, where slots are available but they
are not convenient for the patient, the
UBRN cannot be deferred.
Release 5.0 Functionality
Support for the ASI Process – BMS Users
Choose and Book will validate slot availability at this point.
Where there is a genuine slot issue (ie,
no slots for one or more of the selected
services) then the UBRN will be
allowed to enter the ASI process and
the Alert will direct you to confirm that
you wish to proceed.
Release 5.0 Functionality
Support for the ASI Process – BMS Users
Deferral Options screen:-
A referral request can only be deferred
to one service. So, where more than
one service was initially selected, and
where more than one of those services
has no slot availability, the patient will
need to make a final choice at this
point.
Release 5.0 Functionality
Support for the ASI Process – BMS Users
Deferral Options screen:-
Patient is on holiday between 14th and 21st but can be contacted on her
mobile number 0779617714
Appointment Specific Comments are a
great way to help both the patient and
the provider to organise the
appointment in a timely and accurate
way.
Clicking “Submit” will forward this
UBRN directly to the Provider worklist.
Release 5.0 Functionality
Support for the ASI Process – BMS Users
Deferral Options summary screen:-
The selected provider has been notified of the patient’s need to book an appointment with them. If the patient has not been informed by
10 August 2010 of their future appointment date, they should be advised to contact their referring practice.
The patient has not defined a Consent to Call Back status. If the patient wants to define a status, update it in Update Person.
The message displayed in red at the
top of the screen gives the call handler
information to discuss with the patient.
The date is calculated in working days
from the date of deferral, plus:Routine – 10 days
Urgent – 5 days
2WW – 2 days
Release 5.0 Functionality
Support for the ASI Process – BMS Users
Points to note:-
 Once a UBRN has been deferred it is deemed to be part of the ASI process, and:

Can be accessed via a search in the Patient tab

Will appear on the Referrer’s Awaiting Booking/ Acceptance worklist

Will immediately appear on the chosen service provider’s new Appointment Slot
Issues worklist.
 Whilst a UBRN is part of the ASI process:

A new status of ‘Deferred to Provider’ will be applied

As with all UBRNs, the referral letter will not be visible to a Service Provider until an
appointment has been booked

Reminder letters will be suspended whilst a UBRN is in the ASI process.
Release 5.0 Functionality
Support for the ASI Process – BMS Users
Points to note: TAL Operators & Referrers can perform the following functions:

Book an appointment should one become available

Select another service from the shortlist


a message dialogue box labelled ‘Changing Patient Choice’ will be displayed
alerting the user that this action may cause a delay and asks for confirmation
that the patient has been consulted
Cancel the UBRN.
 Referrers can:

Change the shortlisted services, ie, select an alternative service to add to the
shortlist.
 Patients can:

Book an appointment should one become available.
THE ABOVE OPTIONS WILL EFFECTIVELY REMOVE THE UBRN FROM THE ASI
PROCESS
Release 5.0 Functionality
Check Patient Details Dialogue Box – BMS Users
As part of the new ASI functionality, Choose and Book will display a new warning
dialogue box to prompt the user to confirm the patient’s contact details.
The dialogue box will only appear once during the booking flow, but may appear in
any one of the following screens:
 Appointment Request Details screen
 Appointment Details screen
 Deferral Options Details screen
Release 5.0 Functionality
Check Patient Details Dialogue Box – BMS Users