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OOH Crib Sheet

Updated on 24th June 2026

My Patient needs….

Self care advice only

Select End Assessment.

Document this in your plan. Select End Assessment to complete case, and then complete the closing questions.

A Prescription

You will need a validated smart card to be able to send electronic prescriptions (EPS).
Select the EPS/FP10 button underneath your Consultation to prescribe.
Further information on prescribing - See here: SOPs-for-Medicines-Management-v3.1

EPS unavailable when you try to send the prescription

It may be that the patient's NHS number has not been matched against the Spine. You can see this once double clicked into the case;
= PDS Matched
= Not Matched
If the case needs to be PDS matched, please contact the Shift Manager or WaCC team to action this.
If a case is not able to be validated, you can hand write a paper prescription from a base for collection. Please ask your host to show you where these are kept and record the paper prescription number in the log book. If you use these, please also record the prescription within Cleo by selecting the EPS/ FP10 button, add the items issued to the prescription and then move these Items to FP10. This will save within your consultation.

Non Prescribing Clinicians

Please write at the top of your notes a summary explaining what prescription is required, allergy status and eGFR when applicable.

You will then need to save your notes then click 'Save and Return to Queue', then choose 'Further action required to Consultation'. If you have a 'prescribing buddy', they can then access the case from the main CAS queue to prescribe. If you do not, please then contact the WACCS to notify them of the need to re-allocate the case to a prescribing colleague.

 

Prescribers without a working Smart Card

Please write at the top of your notes a summary explaining what prescription is required, allergy status and eGFR when applicable.. Include the name and postcode of the patient's preferred pharmacy.

You will then need to save your notes and notify the WaCCs to re-assign the case to a prescribing clinician. Then click 'Save and Return to Queue', then choose 'Further action required to Consultation' to return the case to the main CAS queue for them to do so.

Pharmacy locator

Use the NHS pharmacy locator to find the nearest pharmacy open in your area.

Community Prescription Forms

Community prescribing charts for EOL medications, insulin and other medications can be found here

Non Prescribing Clinicians

Non Prescribing Clinicians

Process for administering medication and issuing medication from stock

Remote consultations requiring a prescription:

Please write at the top of your notes a summary explaining what prescription is required, allergy status and eGFR when applicable.
Then click 'Save and Return to Queue', then choose 'Further action required to Consultation'.  You will also need to contact the WaCCs to request that they re-assign the case to a prescribing clinician.
 

Face to Face consultations in treatment centre which require medication to be administered at the time of consultation:

Discuss your case with a prescribing clinician at the base, and write in the top line of your notes 'FAO .XXX..' with a brief summary of your discussion with that prescribing clinician,  explaining what prescription is required, allergy status and eGFR when applicable. Once you have completed your notes, click 'Save and Return to Queue', then 'Further action required to Consultation'.  The prescribing clinician should then access the case from the CAS queue to add the prescription.

Home Visits requiring a prescription between 8am and 11pm:

Call the shift manager on 0117 345 9083 to highlight that a prescribing clinician will be required to action the request. Please write in the top line of your notes 'FAO ...' , add a brief summary explaining what prescription is required, allergy status and eGFR when applicable. Once your notes have been completed select 'Save and Return to Queue', then 'Further action required to Consultation'.  The case will then be re-assigned by the WaCC team to a prescribing clinician.

Home visits between 11pm and 8am (Overnight):

If your home visit is in the overnight period contact the shift manager on 0117 345 9083, who will be able to put you in touch with a prescribing clinician in a base for a discussion about issuing medication from the car stock. Once your notes have been completed select 'Save and Return to Queue', then 'Further action required to Consultation'.  The case will then be re-assigned by the WaCC team for the attention of the prescribing clinician you discussed the case with.

F2F appointment or Home Visit

Select ‘Follow Up button, then select ‘Face to Face' or ‘Home visit referral’

A time frame and infectious symptoms risk will be requested as part of this. Further information on suitable time frames can be found here. The case will then be passed to the clinical coordinator for review.

SevernSide’s full home visiting policy can be found here

Further remote review in the OOH period

If you make a plan to contact your patient again after initial assessment, e.g. after analgesia, add some notes in at least one of the consultation fields, then select 'Save & Return to Queue' then 'Further action required to consultation'. The case will then land back in the CAS queue still assigned to you.
If you are leaving shift and would like a colleague to re-contact the patient, please discuss with the Clinical Coordinator and then select ‘Further Urgent Care Follow up’ to pass this case to them. You will need to select the time that the case will become active, and a priority for the call back once it is active.
*Note, you cannot select an Active Time of less than 1 hour. If the patient needs a call back from the CC sooner than this, please contact the Shift Manager or WaCC team, who can make the case active straight away.

Community Services

Community Services

Sirona can be contacted on 0300 125 6789

Further information on all the services they offer can be found here on the toolkit

Urgent follow up with patient’s usual GP Surgery in hours

You will need to be a PaCCs trained clinician to access GP Connect Slots.  Select ‘GP Connect’ in PaCCs to request a telephone appointment with the patients usual GP surgery. Please use these urgent appointments only where you have concerns that they may not or cannot make contact with their GP practice themselves, or if we have been contacted by the lab with abnormal blood results and have not been able to contact the patient.
When booking via GP Connect, you will see that these have times associated with them. Ignore these times as they are not real timeslots. Advise the patient it will be a morning (for am slot), or afternoon (for pm slot). GP Connect appointments are always telephone appointments, even if the slot says 'f2f'. Subsequent face to face appointments will be made at the discretion of the clinician making the GP connect call.
If GP connect is unavailable and the patient meets the Practice Liaison Service (PLS) criteria, you can select GP to Contact Patient on the End Assessment questions. Please ensure you have clearly documented what input is required by the patient’s own GP within your consultation.

A Referral Form to be sent

The process for sending onward referral documents within IUC can be found here

Clinical Toolkit pages with links to referral forms for common presentations are detailed below:

Hospital Assessment, Advice or Referral

You can contact and refer patients to secondary care in the OOH period using information here.

Ambulance

If your patient needs an ambulance, please always request this yourself instead of delegating to the patient, their relative or carer. Information on how to request an ambulance for your patient can be found here

Mental Health Team input

The Mental Health Clinical Assessment Service (MH CAS) operates within BrisDoc on a 24/7 basis. Some patients may require support for physical and mental health conditions

If your physical health IUC consultation identifies a mental health need that might benefit from the involvement of the MH IAP, you can seek their input by the following process:

  • Discuss the case with the Mental Health Clinical Navigator. Please note, all patients in the physical health queue must be contacted by the physical health team initially, to be sure that any physical health needs are addressed.
  • If in agreement for MH CAS input, you then forward the case to the Urgent Care Follow up Queue & inform the Physical Health Shift Manager you have done so.
  • The Physical Health Shift Manager will then contact the Mental Health Shift Manager to confirm the case transfer & move the case to the Mental Health queue

Further resources and information relevant to MH services can be found here

 

Referral to MIU & capacity for other services within BNSSG

If you would like to refer a patient to another services such as Minor Injuries, Midos will show you the how far they are away from the patient and what the service capacity currently is.
Once in Midos add the Patients postcode and select the appropriate service for information.
Midos also provides backdoor numbers for the patients surgery when open

Safeguarding

Our Safeguarding policy and SOP can be found on Radar
Safeguarding – Radar (radar-brisdoc.co.uk)
If the patient is at immediate risk, please call 999 to speak to the police.
Please complete a safeguarding referral if appropriate.
Remedy has information on Adult Safeguarding and Child Safeguarding.
If you have lower level safeguarding concerns but do not feel you need to complete a referral at present, please click the 'safeguarding' button as you close the case. This will add the case to the Safeguarding Audit so that it can be followed up.

Referral to Children's ED

If you are referring a patient to the Emergency Department at the Bristol Royal Hospital for Children, clearly document your notes and select the 'End Assessment' button.
Children’s ED colleagues will now review Connecting Care prior to assessing a child, which will include your Consultation notes.

Language or signing interpreter / hearing impairment

Language Line

For Patients who need an interpreter for telephone calls or during a face to face appointment (on speaker phone in the consultation room) please use Language Line. Information on accessing this service can be found here.

Sign Solutions and Relay UK

For patients who require either an signing interpreter for video or face to face consultations please use Sign Solutions.
For hearing impaired patients who require a call please use Replay UK
Information for both of these can be found here.

Something else

The shift manager is a helpful point of contact on shift and is able to support if needed.

For clinical queries, the clinical coordinator is also available.

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