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Essential Steps in Triage Calls

Mar 16, 2025

Triage Call Process for Nurses

Introduction

  • Welcome Message: Learning Center for nurses to learn about best practices in triage.
  • Presenter: Marcy Line, Triage Logic Nurse Educator.
  • Focus of Video: Final three steps of the triage call process.

Overview of the Triage Call Process

  1. Step 1: Introduce yourself, your title, and the practice you're representing.
  2. Step 2: Collect or verify demographic information.
  3. Step 3: Collect a brief past medical history.
  4. Step 4: Let your patient talk.
  5. Step 5: Document a brief yet complete assessment.
  6. Step 6: Choose the right protocol.
  7. Step 7: Get your patient to the right level of care.

Final Steps in Triage Call Process

Step 8: Giving Relevant Care Advice

  • Importance: Advice should be specific to the patient's current symptoms and history.
  • Approach:
    • Consider all previous steps before giving advice.
    • Tailor advice based on past medical history or current health conditions.
  • Examples:
    • Case 1: 21-year-old college student with a mild headache (home care advice: moin, rest, cool compress, stretching).
    • Case 2: 21-year-old pregnant woman with a headache (home care advice minus moin due to pregnancy).
  • Communication Tips:
    • Introduce topics before giving advice (e.g., "I'm going to give you some information about fevers.").
    • Speak slowly, pause between topics, allow questions.
    • Reassure if the caller has tried appropriate care.
  • Critical Reminder: Do not delay care if emergency room visit is needed.

Step 9: Giving Callback Instructions

  • Purpose: Educate on symptoms that warrant a callback.
  • Instructions:
    • Provide basic symptoms to watch for.
    • Include a time frame (e.g., fever not resolving in 3 days, cough persisting for a week).
  • Communication Tips:
    • Review slowly, pause between topics.
    • Allow time for patient to write down information and ask questions.

Step 10: Ensuring Understanding and Compliance

  • Significance: Ensures patient understands and can follow care plans.
  • Final Statement: "Do you understand the care advice and callback symptoms? Are you willing and able to follow this plan?"
  • Key Concern: Patient safety and well-being.

Conclusion

  • Resources: Visit Learning Center for more articles and videos.
  • Engagement: Leave comments and share the video with colleagues.