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How Do I Guides

All our how do I guides are on one page and are grouped by the categories in the content table below. Click on the category links in the table to quickly take you down the page to your selection or scroll down the page using the side bar.

Please ensure you download the guide applicable to your version of SCR. Guides for the latest (24.1) and previous version (22.2) are available.

You can find out what release version of SCR you are running, by looking on your front log in screen – see the picture below for guidance.

Acute Oncology

How to create and complete acute oncology referrals in SCR.

Acute Oncology User Guide 24.1

Acute Oncology User Guide 22.2

Administration

How to use the various administration functions in SCR. Includes how to create and modify user accounts, add and update GP reference data, delete referrals.

Cancer Alliance Strategy 24/25 SCR Responses

GP Reference Data User Guide 24.1

GP Reference Data User Guide 22.2

HDI Change a Patient Address 22.2/24.1

HDI Record a Patient is At Risk 22.2/24.1

HDI Record Carer and Next of Kin Details 22.2/24.1

Referral Management Guide 24.1

Referral Management Guide 22.2

User and System Set Up Guide 24.1

User and System Set Up Guide 22.2

Administration Frequently Asked Questions

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AHP and CNS

These guides detail the admin set up for an AHP and CNS, how to complete CNS activity, the CNS reports and record Prehabilitation.

AHP Guide 24.1

AHP Guide 22.2

CNS Guide 24.1

CNS Guide 22.2

HDI Complete a Treatment Summary 24.1

HDI Complete a Treatment Summary 22.2

Prehabilitation User Guide 24.1

CNS Frequently Asked Questions

Assessments

How to complete the presentation fields in SCR and view and record genetic testing.

HDI Add Presentation Details 24.1

HDI Add Presentation Details 22.2

Molecular and Biomarkers User Guide 24.1

Audits

The following guides explain how to record the information required to ensure that qualifying referrals are recorded correctly in SCR, to enable the data to be uploaded to the various audits. Please note the National Lung Cancer Audit has been absorbed into COSD.

Understanding CWT v12 in SCR 24.1

Understanding CWT v12 in SCR 22.2

Understanding NBOCA in SCR 22.2/24.1

NBOCA Most Appropriate Treatments 22.2/24.1

Understanding HANA in SCR 24.1

Understanding HANA in SCR 22.2

Understanding NOGCA in SCR 22.2/24.1

Understanding SACT in SCR 24.1

Understanding SACT in SCR 22.2

Rapid Diagnostic Centre Pathway User Guide 24.1

Rapid Diagnostic Centre Pathway User Guide 22.2

COSD Frequently Asked Questions

CWT Frequently Asked Questions

Audit Mapping

These documents show where the fields for the CWT, COSD, NATCAN Audits and Prostate Dashboards are located.

If you require the CWT and COSD mapping documents in Excel format, please contact the training team via customer support.

COSD Core Data Item Technical Mapping 24.1

COSD Core Data Item Technical Mapping 22.2

COSD Core Data Item User Mapping 24.1

COSD Core Data Item User Mapping 22.2

COSD Site Specific Data Item Technical Mapping 24.1

COSD Site Specific Data Item Technical Mapping 22.2

COSD Site Specific Data Item User Mapping 24.1

COSD Site Specific Data Item User Mapping 22.2

CWT Data Item Technical Mapping 24.1

CWT Data Item Technical Mapping 22.2

CWT Data Item User Mapping 24.1

CWT Data Item User Mapping 22.2

NATCAN Audits Data Item User Mapping 24.1

NHSE Prostate Dashboard Field Specification 24.1

Southwest Prostate Dashboard Field Specification 24.1

 

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Breaches and Delays

How to record CWT breaches and delays in SCR.

HDI Record a Waiting Time Adjustment – 2WW First Appointment 22.2/24.1

HDI Record Decision to Treat to Treatment Adjustment 22.2/24.1

HDI Record a 2WW Breach 22.2/24.1

HDI Record a Faster Diagnosis Breach 22.2/24.1

HDI Record a Decision to Treat to Treatment Breach 22.2/24.1

HDI Record a Referral To Treatment Breach 24.1

HDI Record a Referral to Treatment Breach 22.2

Data Views

How to create and refresh Data View reports using Microsoft Query, includes the Data Views Directory.

Data Views Directory 24.1

Data Views Directory 22.2

HDI Create a Report Using Data Views 22.2/24.1

HDI Set Up an ODBC Connection for Data Views 22.2/24.1

Diagnosis

How to record diagnoses, metastases and staging. Includes transfer from one cancer site to another and recording ICD 10 Codes.

HDI Add a Diagnosis of New Primary Cancer 24.1

HDI Add a Diagnosis of New Primary Cancer 22.2

HDI Add Faster Diagnosis Information 24.1

HDI Add Faster Diagnosis Information 22.2

HDI Record Metastases with an Unknown Primary (CUP) 22.2/24.1

HDI Record FDS Information with a DTT Date for Non Cancer 22.2/24.1

HDI Record a Non Cancer 22.2/24.1

HDI Record a Primary Presenting with Metastases 24.1

HDI Record a Primary Presenting with Metastases 22.2

HDI Record a Pathology Record 22.2/24.1

HDI Record Upper GI Cancers And Their Subtypes 24.1

HDI Record Upper GI Cancers and their Subtypes 22.2

HDI Record Registerable ICD10 D Codes for COSD 22.2/24.1

HDI Record Staging 24.1

HDI Record Staging 22.2

HDI Transfer from One Cancer Site to Another 22.2/24.1

Diagnosis Frequently Asked Questions

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Getting Started

How to get started in SCR. Includes the common features of SCR.

Common Features User Guide 24.1

Common Features User Guide 22.2

HDI Change My Password 22.2

HDI Log On and Log Off 22.2

HDI Manually Register a Patient on SCR 22.2/24.1

HDI Search for a Patient 22.2/24.1

SSO and Reference Data Guidance 24.1

HDI Reset my password for SCR and RMS 24.1

HDI Login and Update my profile for SCR and RMS 24.1

Interfaces

How to use electronic Referral, Data Import and Document functions in SCR. See our Additional Products page for more information on these products.

eImport Guide 24.1

eImport User Guide 22.2

eDocuments guide 24.1

eDocuments User Guide 22.2

eReferral User Guide 24.1

eReferral User Guide 22.2

Macmillan XML Data Import User Guide 24.1

Macmillan XML Data Import User Guide 22.2

Macmillan Data Export Guide 24.1

Macmillan Data Export Guide 22.2

Interfaces Frequently Asked Questions

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Investigations

How to record investigations in SCR.

HDI Add an Investigation 24.1

HDI Add an Investigation 22.2

HDI Add a Future Dated Investigation 24.1

HDI Add a Future Dated Investigation 22.2

HDI Add an Investigative Surgery 24.1

HDI Add an Investigative Surgery 22.2

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MDT and Care Plans

How to create, record and run MDT meetings, create care plans and run reports.

MDT Admin Functions Guide 24.1

MDT Admin Functions Guide 22.2

Create and Run an MDT Guide – 24.1

Create and Run an MDT Guide 22.2

MDT Outputs Guide 22.2/24.1

HDI Report MDT Quorum from SCR 22.2/24.1

Quorum and MDT Attendance Spreadsheet 22.2/24.1

MDT Frequently Asked Questions

Palliative Care

How to create and complete Palliative Care referrals in SCR.

Palliative Care Guide 24.1

Palliative Care Guide 22.2

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Recurrences, Progressions and Transformations

How to record recurrences, progressions, relapses and transformations in SCR.

COSD Primary and Non-Primary Pathway Flow in SCR

Recurrence Guide 22.2/24.1

HDI Add a Progression 22.2

HDI Record a Transformation 22.2

HDI Record a Relapse 22.2

Non-Primary Pathway Guide 24.1

Referral Routes

How to create referrals in SCR, includes how to record CUP information, record Private Patients and how to decease a patient. Also includes how to record that a patient did not have a first appointment.

HDI Create a 2WW Referral 24.1

HDI Create a 2WW Referral 22.2

HDI Create a Screening Referral 22.2/24.1

HDI Create an Urgent or Routine Referral 22.2/24.1

HDI Decease a Patient 24.1

HDI Decease a Patient 22.2

HDI Record a Patient Did Not Have First Appointment 22.2/24.1

HDI Record CUP Information 24.1

HDI Record CUP Information 22.2

HDI Record Private Patients on SCR 24.1

HDI Record Private Patients on SCR 22.2

HDI Record Referring Symptoms 24.1

HDI Record Referring Symptoms 22.2

HDI Upgrade an Urgent or Routine Referral 24.1

HDI Upgrade an Urgent or Routine Referral 22.2

Referral Routes Frequently Asked Questions

Reports, Downloads and PTLs

Guidance on how to run the reports available in SCR. This includes how to use the audit check reports and run downloads.

Audit Check Reports and Downloads User Guide 24.1

CWT Dashboards User Guide 24.1

CWT Reports User Guide 24.1

HDI Run the Reports and Downloads on SCR 24.1

Priority Tracking Lists (PTLs) User Guide 24.1

Reports and Downloads Guide 22.2

Tracking Reports User Guide 24.1

Reports and Downloads Frequently Asked Questions

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Tertiary Referrals

How to send and receive manual and electronic tertiary referrals. Includes how to run the tertiary referral reports.

See our Additional Products page for more information.

Manual Tertiary Referrals Guide 24.1

Manual Tertiary Referrals Guide 22.2

eTertiary Referrals User Guide 24.1

eTertiary Referrals User Guide 22.2

SCR eTertiary Referrals Technical Requirements 22.2/24.1

eTertiary Version 4 Field Specification 22.2/24.1

Tertiary and eTertiary Frequently Asked Questions

Tracking

How to track referrals in SCR and how to use the Timeline and RCA pro formas. Includes tracking referrals with 2 primaries and one 62 day target. Also includes the Tracking User guide which describes how to track follow up investigations for breast, colorectal and prostate cancer patients.

HDI Add Two Primaries with One 62 Day Target 24.1

HDI Add Two Primaries with One 62 Day Target 22.2

HDI Use the Patient Timeline and Root Cause Analysis 24.1

HDI Use the Patient Timeline and Root Cause Analysis 22.2

HDI Record a Timeline Action and Run the Action List 24.1

HDI Record a Timeline Action and Run the Action List 22.2

The National Cancer 62 Day PTL Dataset User Guide 22.2/24.1

HDI record a COVID 19 Affected Cancer Patient 22.2/24.1

HDI Flag a Cancer Patient affected by Covid-19 22.2/24.1

Tracking User Guide 22.2/24.1

HDI Record Tracking Notes 24.1

HDI Record Tracking Notes 22.2

Timed Pathways User Guide 24.1

Timed Pathways User Guide 22.2

Timed Pathways frequently Asked Questions

Tracking Frequently Asked Questions

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Treatments

How to record treatments in SCR.

HDI Add a Radioiodine Treatment 24.1

HDI Add a Radioiodine Treatment 22.2

HDI Record Subsequent Treatment before First Definitive Treatment 22.2/24.1

HDI Record Active Monitoring 24.1

HDI Record Active Monitoring 22.2

HDI Record Brachytherapy 24.1

HDI Record Brachytherapy 22.2

HDI Record Chemoradiotherapy Treatment 24.1

HDI Record Chemoradiotherapy Treatment 22.2

HDI Record Clinical Trials 24.1

HDI Record Clinical Trials 22.2

HDI Record GP Carried Out First Definitive Treatment 22.2/24.1

HDI Record Other Treatments 24.1

HDI Record Other Treatments 22.2

HDI Record Teletherapy 22.2

HDI Record a Metastases Treatment Before Treatment of a Known Primary 24.1

HDI Record a Metastases Treatment Before Treatment of a Known Primary 22.2

HDI Record an Anti-Cancer Drug Treatment 24.1

HDI Record an Anti-Cancer Drug Treatment 22.2

HDI Record Radiotherapy 24.1

HDI Record a Surgery 24.1

HDI Record a Surgery 22.2

HDI Remove a CWT Treatment Flag 22.2/24.1

HDI Record All Treatment Declined 24.1

HDI Record All Treatment Declined 22.2

Treatments Frequently Asked Questions

 

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Remote Monitoring

The Remote Monitoring System (RMS) provides Health Care Professionals (HCP’s) such as Clinical Nurse Specialists (CNS’s) and CNS Support Workers with the ability to monitor patients on a stratified pathway.

See our Remote Monitoring System page for more information.

Administration

RMS Admin Guide 24.1

RMS Admin Guide 22.2

RMS Reference Data Guide 24.1

 

Getting Started

Getting Started on RMS 24.1

Getting Started on RMS 22.2

HDI Log in to RMS 22.2

HDI Reset my RMS Password 22.2

HDI Reset my password for SCR and RMS 24.1

SSO and Reference Data Guidance 24.1

HDI Login and Update my profile for SCR and RMS 24.1

 

RMS Patient Set Up and Referral Management

HDI Search for and Register a Referral on RMS 24.1

HDI Search for and Register a Referral on RMS 22.2

HDI Create an SCR Referral for the Purpose of RMS Registration 24.1

HDI Create an SCR referral for the purposes of RMS registration 22,2

HDI Change a Referral’s Remote Monitoring Status 22.2/24.1

HDI View and Edit Patient Demographics 22.2/24.1

HDI View a Diagnosis 24.1

HDI View a Diagnosis 22.2

HDI View Clinical Trials (Haematology Only) 22.2/24.1

HDI View an SCR Investigation 22.2/24.1

HDI View an SCR Treatment 22.2/24.1

HDI View SCR CNS Contacts 22.2/24.1

 

Monitoring Activities

HDI Schedule Monitoring Activities for a Patient 24.1

HDI Schedule Monitoring Activities for a Patient 22.2

HDI Mark an Activity as Performed 22.2/24.1

 

Reports, Downloads and Worklists

RMS Reports Guide 24.1

RMS Reports Guide 22.2

Worklists Guide 24.1

Worklists Guide 22.2

Templates and Resources

RMS Templates and Resources Guide 24.1

RMS Templates and Resources Guide 22.2

 

Investigations

HDI Add Investigations to RMS 24.1

HDI Add Investigations to RMS 22.2

HDI Set Thresholds and Ranges for a Patient 22.2/24.1

HDI Record a Breast Switch 22.2/24.1

Units of Measure Reference Guide 22.2/24.1

 

Reviews and Contacts

HDI Add a Review and Contact 22,2/24.1

 

Tracking

HDI Record Notes on RMS 24.1

HDI Record Notes on RMS 22.2

HDI Use the Patient Timeline and Record an Event 22.2/24.1

 

Interfaces

RMS eReferral Guide 22.2/24.1

RMS eDocuments Guide 24.1

RMS eDocuments Guide 22.2

RMS eImport Guide 24.1

RMS eImport Guide 22.2

 

Patient Portal

Patient Portal Interface User Guide 24.1

Patient Portal Interface User Guide 22.2

 

RMS Frequently Asked Questions

RMS Administration Frequently Asked Questions

RMS Referrals Frequently Asked Questions