Checking your services and adding an accreditation

1. Checking the services your practice delivers

OPERA will be launching the 'My Services' application in mid March 2023 - this application is already visible on OPERA but with limited functionality. The request to add/remove a service function, although present, is not live and will not enact any changes. At this time the page can only be used to check which services your Practice is listed to deliver.

For the purpose of checking service provision only, a practice can access the 'My Services' page, by selecting this option under the 'General tab'

Once you have accessed your 'My services' page you will see a list of service on the left with either a red cross or green tick next to them.

The practices you are currently listed as providing will have a green tick, and those you aren't will have a red cross. 

• If you are listed for a service you do not deliver and wish to remove this from your list, please contact PES directly with this request on the OPERA support bubble or by emailing hello@referral.support (Do not use the 'request to withdraw' button, this function is not currently live and any requests will not be received by PES/OPERA)
• If you are listed for a service but do not have an accredited practitioner to enable you to do so, you need to ensure your practitioner uploads their certification (see instructions below) or if this is not possible, ask PES to remove this service from your menu. 
• If you wish to deliver a service, that you are not currently listed as providing, please take no further action at this time. Once the 'My Services' page has been fully launched in mid March you will be notified, and at this stage you can re-visit the 'My Services 'page and request to add a service using the 'Request to add service button' . To reiterate this function is not currently live and any requests will not be received by PES/ OPERA.

2. How do I know if I have accredited practitioners to deliver the service?

The listings on the right hand side of the My Services page show you the CCGs or Hospitals that PES have a contract with to deliver the service, you will then be able to view whether you have GOC Users who have the accreditation to deliver the service, if this says No Eligible Practitioners for any CCG / Hospital (such as NHS West Essex CCG in the below image) you will not be able to deliver the service for that CCG unless your practitioner has uploaded the appropriate certificate. If all CCGs / Hospitals display 'No Eligible Practitioners'  then you will be removed from the service when the DOS changes are implemented.

3. Uploading an accreditation to your practitioner profile

The practitioner profile contains all the documents practitioners have uploaded as part of onboarding and allows them to update and submit new documents.

Practitioners can access their profile using the menu option shown here.  If they do not have a profile showing, and they have been approved for more than 24 hours, please raise a support request using the blue bubble.  In the request please state the practitioner's GOC number and the email address that they use to log in.  Please note that admin users do not have a profile.

Viewing the Profile

This is an example of how a profile will look when Practitioner views it:

There are several components and functions to the profile.  Practitioners will see their basic demographic details at the top of the page, followed by the mandatory safeguarding documents.  Please note the expiry times.  Practitioners will not need to re-upload a DBS certificate - we will use the automatic check system to update your DBS status every three months.

There are three types of icon on the profile:

The green tick means that the practitioner has uploaded a document and it has been approved and, if related to a service, they may deliver that service.  A red exclamation mark means that there is no certificate present.  A yellow tick indicates that the practitioner has recently uploaded a certificate and is now waiting for approval.  Uploaded certificates are checked by the PES admin team. If they are approved, you will see them go green, or if rejected you will see a red cross.  Practitioners can view the comments section to see what actions they are required to undertake to get the certificate approved.

4. Updating the Practitioner profile

Currently, practitioners cannot update your demographic details in the profile viewer - if you need to do this - please contact support.  

Practitioners can add, update or change any of your certificates, easily.  Please note that your documents must be in PDF format - you can use Adobe's easy conversion system to turn any document type into a PDF.  You can find details here.

You then simply click on the 'Document upload' icon.

The practitioner will need to select the document type for uploading and, if required, enter the date.  If a date is not required, the date box will be greyed out, as above.  The Practitioner can then simply press 'Submit' and their document will be sent to the admin team for approval.  The Practitioner will see the screen refresh and the appropriate document icon turn to a yellow tick.