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Overview of ClearTriage Handouts

Feb 5, 2025

ClearTriage Handouts Overview

Purpose

  • Handouts are to reinforce care advice discussed during triage calls.
  • Written by Dr. Schmidt and Dr. Thompson at a 6th grade reading level.
  • Helps increase compliance with care advice and reduce callbacks.

Example Scenario

  • Case Study: Mom calls because Lauren is vomiting and has diarrhea.
  • Triage determines home care is appropriate.
  • Discussed care advice and reasons to call back.

Using Handouts

  • Handouts Tab: Shows the number of handouts associated with a protocol.
    • Not all protocols have handouts, but most do.
  • Selecting a Handout: For example, "Vomiting on Baby Formula" handout.
    • Preview available handouts for background information and care advice.

Content of Handouts

  • Background information about symptoms, e.g., dehydration signs.
  • Causes of symptoms, e.g., vomiting with diarrhea.
  • Care advice:
    • Gradual liquid introduction.
    • Solid foods and sleep guidance.
    • Reasons to call back.

Sending Handouts

Email

  • Obtain caller's email and consent.
  • Send as a PDF attachment without a password.
  • Security Note: Inform caller about lack of email security.
  • Email includes general care information without personal assessment.

Text

  • Input phone number and obtain consent.
  • Text the handout for direct access by the caller.

Link

  • Copy and paste handout link:
    • Into the patient portal or a secure message.
    • Could be part of shared call notes if open notes are used.
  • Link ensures easy access if email or text is not preferred.

Documentation

  • Document delivery method in EMR like eClinicalWorks.
  • Note different methods used for sending the handout.

Conclusion

  • Multiple methods to send handouts: email, text, and link.
  • Ensures patients have access to care advice efficiently.

These notes summarize the usage, content, and delivery methods of handouts in ClearTriage calls, emphasizing their role in patient care compliance and reducing callbacks.