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Triage phone call template 2026

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  1. Click ‘Get Form’ to open the triage phone call template in the editor.
  2. Begin by filling out the 'Reason for Calling' section. This is crucial for understanding the context of the call.
  3. Indicate if someone referred you to CAPS and specify your identity, such as EOP student or International Student, by selecting 'Yes' or 'No' where applicable.
  4. In the 'History & Relevant Information' section, provide details about current and prior counseling experiences, psychiatric hospitalizations, and any medications. Be thorough to ensure accurate assessment.
  5. Address any thoughts of self-harm or harm to others in the designated fields. This information is vital for immediate support needs.
  6. Complete the 'Case Disposition' section by selecting appropriate options based on urgency and type of services required.
  7. Finally, review all entries for accuracy before saving your completed form. Utilize our platform’s features to easily edit or adjust any information as needed.

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