This guide outlines the various steps in which different users can check their PCN relationship in CQRS National.
ICB Commissioner
Steps to run Network organisation relationship report:
Go to Reports
Go to Administrative sub tab
Select Network organisation relationship
Enter the start and end date
Run report
The ICB will need to filter to the PCN to see all practices with a current relationship to that PCN. They can filter to a practice to see all their current and past relationships within the time period entered in the steps above.
GP User
Steps to run Network organisation relationship report:
Go to Reports
Go to Administrative sub tab
Select Network organisation relationship
Enter the start and end date
Run report
The user will see all current practices within the PCN in the time period entered in the step above.
Using the CQRS dashboard:
Go to Data submission tab
Go to Network achievement sub tab
Select the financial year
Select the service
Select the latest achievement date
PCN User
Steps to run Network organisation relationship report:
Go to Reports
Go to Administrative sub tab
Select Network organisation relationship
Enter the start and end date
Run report
The user will see all current practices within the PCN in the time period entered in the step above.
Using the CQRS dashboard:
Go to Data submission tab
Go to Network achievement sub tab
Select the financial year
Select the service
Select the latest achievement date
Updated: January 2025
Non-urgent advice: Need help?
If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.
If you haven’t already got a CQRS Local Commissioning Administrator account, please register. The CQRS Service Desk will then approve your account. Please regularly check your emails and click on the link within the email to complete the account registration.
Pending Actions – Managing Registrations
When a GP practice user registers for a CQRS Local account, their request will be within this section.
Log into CQRS Local.
2. From your home page, click on the Pending Actions menu tile.
3. Click on the Review User button.
Note: You can sort each column by date or by approval etc by clicking on the header arrows.
4. To Approve this account, select the Approve option and then click the Confirm button. The user will then receive notification via email that their account has been approved. They should then click on the link to complete the registration set up. Once confirmed you will see them in the Users section.
Note: If you need to Reject the registration, you will need to give a reason and then click on the Confirm button. The user will then receive notification via email that their account has been rejected. Please note that you will need to reject any requests where a generic email address has been used and the name doesn’t identify an individual. Such examples are shown below.
Managing your System Users
You will also need to check any requests that are within the Users section. These are, for example, Practice Managers who have had an account previously approved and have requested access to an additional GP practice.
From your home page, click on the Users menu tile.
2. Click on the Review button and follow the same steps as above.
Inviting New and Existing Users to New Roles
As an Administrator you have the ability to invite a user rather than them registering for an account.
Click on the Invite button.
2. Enter the users email address and click on the blue arrow button.
3. Enter the first and last name of the new user and click on the Next button.
4. Select the organisation you want to invite the new user to and click Next.
5. Next is to select the role you wish for the user to be set up with and click Next.
6. An email invite will generate. Check that everything is correct and then click Send.
Revoking a User Account
Revoking an account is when you remove all access to an account associated to that organisation. The user will still be able to login using their credentials and will still be able to get to the My Profile page and then can request access to another organisation.
From the CQRS Local homepage, click on the Users menu tile.
2. Find the user whose account you wish to disable and click on the View button.
3. Scroll down to the bottom of the screen and click on the red Revoke button.
4. Click the Confirm button.
Re-enabling a User Account
Re-enabling a CQRS Local account will give the user back their access.
From the CQRS Local homepage, click on the Users menu tile.
2. Find the user whose account you wish to disable and click on the View button.
3. Scroll down to the bottom of the screen and click on the blue Enable Account button.
4. Click the Confirm button.
Disabling a User Account
Disabling an account – this is in effect an account deletion (their data is retained for audit reasons) so if they try to login into the application, they will be notified that their account has been disabled and therefore will be unable to access CQRS Local for all organisations they are registered at.
There are two ways in which this could be done. Firstly, the user themselves could disable their own account, if for example they no longer required access. Secondly, this can be done by the Administrator. The below instructions will be for the Administrator to disable the users account.
From the CQRS Local homepage, click on the Users menu tile.
2. Find the user whose account you wish to disable and click on the View button.
3. Scroll down to the bottom of the screen and click on the Disable Account button.
4. Select a reason why you are disabling the account. There is an ‘Other’ option, which if selected will prompt you to enter some information. Please enter as much detail as possible up to a maximum of 250 characters.
5. Click the Confirm button.
What the Buttons Mean
Version 1.1, January 2024
Non-urgent advice: Need help?
If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.
Once a Service Provider Cluster is created, you may remove organisations from the cluster. This job aid will review the steps for that task.
This job aid is aimed at users within a Commissioning Organisation with the role of Organisation Administrator.
Note: The data that appears in this job aid is for training purposes only and does not represent actual data.
From the CQRS Home screen, select the Administrative Tasks tab, then select the Manage Org’s & Users sub-tab, and then select the Service Provider Clusters sub-tab
2. Click the Short Name of the Service Provider Cluster to update.
The Service Provider Cluster screen displays. Scroll down to view the Service Providers section.
3. Click the Remove Organisation link for the organisation you want to remove.
The Service Providers list updates to show the selected service provider will no longer be included in this cluster.
4. Once all updates have been made, you must click the Submit button at the bottom of the page to commit your changes.
A confirmation message indicates the cluster was updated successfully.
Non-urgent advice: Need help?
If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.
A user may be restricted to specific organisations under a parent organisation through Service Provider Clusters. When a user is assigned to cluster, they may only access organisations listed in the cluster(s) along with the organisations descendants, even though they are not specifically listed in the cluster.
This job aid will demonstrate the steps for restricting user access with Service Provider Clusters.
This job aid is aimed at CQRS User Administrator and Advanced User Administrator who are responsible for overseeing and modifying user’s access to the CQRS system.
Note: The data that appears in this job aid is for training purposes only and does not represent actual data.
From the CQRS Home screen, select the Administrative Tasks tab, then select the Manage Org’s & Users sub-tab, and then select the Users sub-tab.
2. Click the Name link of the user to update.
3. If the organisation is not already listed for the user, select the Add Organisation button on the User Details screen.
Once the organisation is added, available clusters will display under the organisations information along with the roles and payment types. If clusters have not been created for the organisation, a default message of “There are no Provider Clusters defined for this organisation” will display.
4. Click the checkbox for the cluster(s) you want to assign the user to.
5. Click the Submit button at the bottom of the page. A confirmation indicates that the user was successfully updated.
Non-urgent advice: Need help?
If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.
Ordinarily, Descendant Organisations are not allowed to run reports for services commissioned by their Parent Organisations. However, using the Allocated Reports functionality Parent Organisations may give permission to selected Descendant Organisations to view specific report information.
This job aid is aimed at users within a Commissioning Organisation with the role of Organisation Administrator.
Note: The data that appears in this job aid is for training purposes only and does not represent actual data.
Adding Allocated Reports
From the CQRS Home screen, select the Administrative Tasks tab, then select the Manage Org’s & Users sub-tab, and then select the Allocated Reports sub-tab.
All Descendant Organisations are displayed. You may search for specific organisations using the Search by function.
2. Select the Descendant Organisation you wish to grant allocated report permissions to by clicking on the Organisation ID link.
3. Select one or more Quality Services to be allocated to the Descendant Organisation. To allocate all Quality Service, use the Select All checkbox.
NOTE: Quality Services can be filtered by Financial Year and/or Payment Type.
4. Select the Submit button.
5. A confirmation message will display at the top of the screen to indicate the allocations have been saved. Now when the Descendant Organisation runs a report for the selected service, information from the Parent Organisation’s commissioned services will be included.
Removing Allocated Reports
To remove reports from being allocated to an organisation, follow the same steps outlined above.
From the CQRS Home screen, select the Administrative Tasks tab, then select the Manage Org’s & Users sub-tab, and then select the Allocated Reports sub-tab.
2. Select the Descendant Organisation.
3. Once on the Select Quality Service screen, the list of Quality Services will display with checkmarks beside the services allocated.
4. To remove the service from allocation, simply remove the checkbox beside the Quality Service.
5. Click the Submit button at the bottom of the page.
Non-urgent advice: Need help?
If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.
After CQRS has calculated each PCN’s Achievement Points and Achievement Payments for indicators extracted from GP systems, before payments can be made (i) PCNs must declare these data and calculations, and (ii) these declarations must receive commissioner and financial approval.
In order to enable timely declaration, please ensure you have two nominated persons within CQRS. Commissioners can give a CQRS user the power to make declarations on behalf of a PCN by assigning the PCN organisation role to them.
Commissioners can assign the PCN organisation role to a user within the Administrative Tasks and User Management tab. Please see the following steps on how to add the PCN to the nominated persons CQRS account:
Search for the user in CQRS and click into their account
Click ‘add organisation’
Search by ‘organisation ID’ and enter the PCN code, click search
Tick the check box for the PCN and click submit
The nominated person will require the ‘declaration management’ permission to declare the achievement on behalf of the PCN
Click submit at the bottom of the page
Non-urgent advice: Need help?
If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.
At the end of each payment period, a provisional payment is calculated from the submitted achievement data. To be sure the payments are accurate, they are reviewed and agreed upon by the Service Provider and Commissioning Organisation before being paid.
Once approved and submitted by the Service Provider, you will receive a task notification on the Home screen of CQRS and by email (based on your notification preferences) that the achievement and payment declaration is available for approval or finance approval.
This job aid is aimed at Commissioning Organisations with the role of ‘Approval Management’ and/or ‘Finance Management’ who approve final achievement and payment declarations.
Note: The data that appears in this job aid is for training purposes only and does not represent actual data.
From the CQRS Home screen, select the Achievement tab.
Select the Declaration Management sub-tab.
NOTE: If the Quality Service to be approved is not displayed, the Status and/or Quality Service filters can be used to manipulate which Quality Services are displayed.
3. Locate the required Quality Service and select the checkbox next to it. You may approve multiple achievements by selecting the relevant checkboxes or approve all the Quality Services by selecting the Select All checkbox.
4. Select the Approve button.
5. CQRS displays a confirmation message that the payment declaration has been successfully approved.
Non-urgent advice: Need help?
If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.
A user may be further restricted to specific organisations under a parent organisation through Service Provider Clusters. When a user is assigned to cluster, they may only access organisations listed in the cluster along with the organisations descendants if applicable.
This job aid is aimed at users within a Commissioning Organisation with the role of Organisation Administrator.
Note: The data that appears in this job aid is for training purposes only and does not represent actual data.
From the CQRS Home screen, select the Administrative Tasks tab, then select the Manage Org’s & Users sub-tab, and then select the Service Provider Clusters sub-tab.
2. Click the Add New Cluster button at the bottom of the primary Service Provider Cluster screen.
3. On the Create Service Provider Cluster screen, enter a Name and Description for the Cluster. NOTE: Ensure the name is unique and descriptive for the cluster so it is easily recognised.
4. Add organisations to the cluster by selecting the organisation’s corresponding checkbox. You may select all organisations by using the Select All checkbox. To filter Service Providers, use the Search by function.
5. Once you have selected the Service Providers, click the Continue button on the bottom of the page.
A summary screen will display listing the cluster details and the associated service providers.
6. Using the confirmation box at the top of the page, select Yes to create the service offer or No to return to the Create Service Provider Cluster page.
7. A final confirmation will display. Through the confirmation message, you may return to the primary Service Provider Cluster screen by clicking the View Service Provider Clusters link, or you may create another cluster by clicking the create a new Service Provider Cluster link.
8. When you return to the primary Service Provider Cluster screen, the new cluster will be listed.
Non-urgent advice: Need help?
If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.
Once a Service Provider Cluster is created, you may add additional organisations to the cluster. This job aid will review the steps for that task.
This job aid is aimed at users within a Commissioning Organisation with the role of Organisation Administrator.
Note: The data that appears in this job aid is for training purposes only and does not represent actual data.
From the CQRS Home screen, select the Administrative Tasks tab, then select the Manage Org’s & Users sub-tab, and then select the Service Provider Clusters sub-tab.
2. Click the Short Name of the Service Provider Cluster to update.
3. On the Service Provider Cluster screen, you may modify the Name and/or the Description for the Cluster. The Short Name is system-defined and cannot be updated.
4. To add an organisation, click the Add Organisation button.
5. You may add an organisation to the cluster by selecting the organisation’s corresponding checkbox. You may select all organisations by using the Select All checkbox. To filter Service Providers, use the Search by function.
6. Once you have selected the Service Provider(s) to add to the cluster, click the Continue button on the bottom of the page.
Once the organisation(s) is added, you will be transferred back to the Cluster Detail screen. The newly added organisation(s) will be listed in the Service Providers section.
Click the Submit button to save your changes.
A confirmation message indicates the cluster was updated successfully.
Non-urgent advice: Need help?
If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.
Offering a Quality Service to a Service Provider is a five step process. This job aid outlines each of those steps.
This job aid is aimed at Commissioning Organisations with the role of ‘Commissioning Management’.
Note: The data that appears in this job aid is for training purposes only and does not represent actual data.
Step 1: Select the Quality Service
From the CQRS Home screen, select the Participation Management tab and then select the Create Offers sub-tab.
NOTE: Quality Services available to you and those that your organisation has customised display on the Quality Services commissioning panel. Selecting a Quality Service displays the details for the chosen Quality Service.
2. From the Payment Type dropdown, select the Service Type you wish to offer.
3. Select the radio button next to the Quality Service and then select the Continue button.
Step 2: Define Quality Service Details
4. In Step 2, you have the option of defining the Quality Service details and setting parameters such as Service Start, End, Response, and Target Dates.
5. Selecting the Help button on this screen lets you access the User Guide, which provides descriptions of these parameters.
6. Enter or adjust your parameters and then select the Continue button.
NOTE: Adjustments to either the Service Start or End dates must remain within the original service’s Start and End date parameters.
Step 3: Choose Service Provider(s)
7. Next, identify the Service Provider(s) to whom you wish to offer the Quality Service.
8. Select the checkbox next to each Service Provider to whom you wish to make the offer. If offering it to all Service Providers, select the Select All checkbox in the panel header.
9. Select the Save & Continue button.
Step 4: Review Offer
10. Next you have the opportunity to review details of the offer. Pay special attention to the details displayed on this screen, making sure that start, end, response and target dates are accurate and that the intended Service Providers are correct.
NOTE: If you wish to make any corrections, select the << Back to Select Service Providers link and make the desired changes. (You may also select a specific step from the steps listed at the top of the screen to return to a specific one).
11. When you are satisfied that the offer is correct, select the Submit button.
Step 5: Confirm Offer
12. Once submitted, a confirmation message displays to make sure that you wish to make the offer. Select the Yes button.
A confirmation message displays, stating that the Quality Service has been offered to the selected Service Provider(s).
Non-urgent advice: Need help?
If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.
Commissioning Organisations are able to use the Participation Management process to view the Quality Services that have been offered to or withdrawn / cancelled from the Service Providers, as well as Quality Services accepted or rejected by Service Providers. This job aid outlines the steps required to filter and view Quality Services by status.
This job aid is aimed at Commissioning Organisations with the role of ‘Commissioning Management’.
Note: The data that appears in this job aid is for training purposes only and does not represent actual data.
Viewing an Offered Quality Service
From the CQRS Home screen, select the Participation Management tab and then select the Offered Services sub-tab
NOTE: Quality Services offered in the chosen financial year display by default. Using the Financial Year dropdown, you can filter these by financial year.
2. At this level it is not possible to view which Service Providers have been offered a Quality Service. This can only be achieved by drilling down into individual services. To do this, select the Services link of the Quality Service you wish to view.
3. In the Associated Service Providers panel, you can see which Service Providers have been offered the Quality Service.
4. The Status dropdown allows you to filter the list of Quality Service offers by:
Offered – Sent to the Service Provider by not yet Accepted or Rejected
Approved – Accepted by the Service Provider and automatically placed in the status of Approved
Rejected – The Service Provider has rejected the Quality Service Offer.
Cancelled – Both Cancelled and Withdrawn offers will appear in this list.
Viewing Quality Services in which a Specific Service Provider is Participating
From the Offered Service detail screen, you can drill down to review all Quality Services in which a specific Service Provider has been offered.
Select the Service Provider Name link to view the details.
3. All Quality Services offered to the Service Provider display.
NOTE: As with the Quality Service detail screen, the Status dropdown allows you to filter the Quality Services in which this Service Provider has been offered:
Offered – Sent to the Service Provider by not yet Accepted or Rejected.
Approved – Accepted by the Service Provider and automatically placed in the status of Approved.
Rejected – The Service Provider has rejected the Quality Service Offer.
Cancelled – Both Cancelled and Withdrawn offers will appear in this list.
Non-urgent advice: Need help?
If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.
As a Commissioning Organisation, you have the ability to cancel Quality Services that have been accepted or rejected by Service Providers. This job aid outlines the basic steps required to perform this task.
This job aid is aimed at Commissioning Organisations with the role of ‘Commissioning Management’.
Note: The data that appears in this job aid is for training purposes only and does not represent actual data.
From the CQRS Home screen, select the Participation Management tab and then select the Offered Services sub-tab.
NOTE: Offered Quality Services can be filtered by financial year. All Quality Services that have been offered in the current financial year display by default.
2. From the Offered Services list, select the link of the Quality Service you wish to cancel.
3. Select Approved or Rejected from the Status drop down menu to display the Service Providers who have Accepted or Rejected the offered service. Only services in these two statuses may be cancelled. Services which have been Offered cannot be cancelled but may be Withdrawn.
4. Locate the Service Provider(s) for whom you wish to cancel the Quality Service offer.
5. Select the checkbox adjacent to the Service Provider(s), and then select the Cancel Service button.
6. The confirmation message displays to make sure you want to cancel the Quality Service for the Service Provider(s). Select the Yes button.
An acceptance confirmation message displays, confirming that you have successfully cancelled the Quality Service. Note that selecting the Yes button will trigger a message that tells the Service Provider(s) that the Quality Service has been cancelled.
Non-urgent advice: Need help?
If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.
As a Commissioning Organisation, you have the ability to withdraw Quality Services that have been offered to Service Providers. This job aid outlines the basic steps required to perform this task.
This job aid is aimed at Commissioning Organisations with the role of ‘Commissioning Management’.
Note: The data that appears in this job aid is for training purposes only and does not represent actual data.
From the CQRS Home screen, select the Participation Management tab and then select the Offered Services sub-tab.
NOTE: Offered Quality Services can be filtered by financial year. All Quality Services that have been offered in the current financial year display by default.
2. From the Offered Services list, select the link of the Quality Service you wish to withdraw.
3. Select Offered from the Status drop down menu to display the Service Providers who have the offered service.
4. Locate the Service Provider(s) for whom you wish to withdraw the Quality Service offer.
5. Select the checkbox adjacent to the Service Provider(s), and then select the Withdraw Service button.
6. The confirmation message displays to make sure you want to withdraw the Quality Service for the Service Provider(s). Select the Yes button.
An acceptance confirmation message displays, confirming that you have successfully withdrawn the Quality Service. Note that selecting the Yes button will trigger a message that tells the Service Provider(s) that the Quality Service has been withdrawn.
NOTE: Once the offer has been withdrawn, it will appear under the Cancelled status. Select Cancelled from the Status drop down menu to display service offers both cancelled and withdrawn.
Non-urgent advice: Need help?
If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.
Service Providers are alerted that a Quality Service offer has been made to them by the Message Centre on the CQRS Home screen. This job aid outlines how to view offered services and how to accept or reject them.
This job aid is aimed at Service Providers with the role of ‘Service Management’.
Note: The data that appears in this job aid is for training purposes only and does not represent actual data.
Viewing Offered Quality Services
Offered Quality Services appear in your CQRS Message Centre as a new task.
2. View the offered Quality Service by either selecting the Task Summary link or the Participation Management tab.
NOTE: By default, the My Services screen displays all offered Quality Services for the current financial year.
Although you can accept or reject the Quality Service by selecting the checkbox next to the service name and selecting either the Accept Service or Reject Service button, you should always view details of the Quality Service offer before deciding the appropriate course of action.
3. To view details of the offer, select it from the list of services by selecting the service name.
4. For the QOF, the top-level domains (Clinical, Organisational, Patient Experience and Additional Services) display as appropriate.
5. Each domain can be expanded and viewed by selecting the coloured arrows on the left.
6. Once you have reviewed the Quality Service details and are ready to accept or reject it, select the Back to Select a Quality Service link in the upper right of the screen.
7. The Service details screen displays again. Select the checkbox to the left of the Quality Service and then select either the Accept Service or Reject Service button.
8. A confirmation message displays to make sure that you wish to accept or reject the selected service. Select the Yes button to confirm your selection.
9. CQRS displays a confirmation message that the Quality Service has been successfully accepted or rejected.
NOTE: If you reject the offer, the Commissioning Organisation will receive a message informing them of your action in regard to the offer. If you accept the offer, the offer is automatically moved into the “Approved” status and no additional notifications are sent to the Commissioning Service regarding the offer’s acceptance.
Non-urgent advice: Need help?
If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.
