Triage phone call template 2025

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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 (EOP student, International Student, Veteran) as applicable.
  4. In the 'History & Relevant Information' section, provide details about current and prior counseling experiences, psychiatric history, and any medications. Be thorough to ensure accurate assessment.
  5. Address any concerns regarding self-harm or substance use in the designated fields. This information is vital for immediate support.
  6. Complete the 'Case Disposition' section by selecting appropriate options based on your situation. This will guide next steps effectively.
  7. Finally, review all entries for accuracy before submitting. Utilize our platform’s features to save or share your completed form easily.

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Documentation should include the date, time, patients name, name of caller, the callers relationship to the patient, complaints, concerns, and questions. Thoroughly document the advice given, including any critical negative information that helped determine the advice provided.
Thirteen observational studies showed that on average triage was safe in 97% (95% CI 96.597.4%) of all patients contacting out-of-hours care and in 89% (95% CI 86.790.2%) of patients with high urgency. Ten studies that used high-risk simulated patients showed that on average 46% (95% CI 42.749.8%) were safe.
This process involves analyzing, coding, organizing, sorting, and allocating calls to the appropriate first responders. It is intended to prioritize calls based on the level of urgency of the situation and to determine the most appropriate response.
Telephone triage programs provide individuals with health concerns access to nonurgent health information, advice, and referrals to appropriate health care services over the phone.
Occupational fatigue and stress. The participants experiences indicated that the telephone triage in dispatching units is a very demanding and stressful job.
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Triage call steps Quickly identify the patients reason for calling. Ask appropriate assessment questions and use evidence-based guidelines, protocols, or algorithms. Determine the appropriate level and urgency of care needed. Offer advice and education and formulate a brief plan of care.
The goal of the nurse triage team is to provide care in one call. A triage nurse determines if the patient needs to be seen immediately at the Emergency Department, should schedule an appointment in the primary care office, or if their concerns can be managed over the phone.

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