Standard operating procedure

Care Navigation & Triage Procedure

How [Organisation Name] receives, navigates, prioritises and triages patient requests safely and equitably across all access routes

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  • Editable Microsoft Word (.docx)
  • Mapped to the CQC standards
  • Optional 3-monthly updates

What's inside

This standard operating procedure is fully drafted and structured, ready to brand and complete for your service. It covers:

  • 1. Purpose
  • 2. Scope
  • 3. Definitions and abbreviations
  • 4. Responsibilities
  • 5. Procedure
  • 6. Documentation
  • 7. Records
  • 8. Supervision, training and audit
  • 9. Related documents
  • 10. Review and version control
  • 11. Disclaimer

Legislation & standards it maps to

  • Health and Social Care Act 2008 (Regulated Activities) Regulations 2014 - Regulation 9 (Person-centred care)
  • Health and Social Care Act 2008 (Regulated Activities) Regulations 2014 - Regulation 12 (Safe care and treatment)
  • Health and Social Care Act 2008 (Regulated Activities) Regulations 2014 - Regulation 17 (Good governance)
  • Care Quality Commission single assessment framework
  • Equality Act 2010
  • Accessible Information Standard (DCB1605)
  • UK General Data Protection Regulation (UK GDPR) and Data Protection Act 2018

Who it applies to

All care navigators, reception and administrative staff, the operational and reception teams, GPs, advanced practitioners, nurses and the wider multidisciplinary team, duty/triage clinicians, locums and trainees working at [Organisation Name]

Glossary

Plain-English explanations of the technical terms and legislation used in this document.

Accessible Information Standard (DCB1605)
A standard requiring providers to identify, record and meet the communication and information needs of patients with a disability or sensory loss.
Active navigation (direct booking)
Booking a patient straight into another service or with another professional on their behalf, with their agreement.
Care navigation
A structured conversation that points a patient towards the most suitable service or professional for their need; it is not clinical advice.
Care Quality Commission (CQC)
The independent regulator of health and social care services in England.
Clinical triage
A competent clinician assessing a request to decide how urgent it is and the best way, timescale and person to respond.
Contemporaneous record
A note written at the time of, or as soon as possible after, the event it describes.
Controlled drug
A medicine whose supply, storage and records are tightly restricted by law because of its potential for misuse.
Data Protection Act 2018
The UK law that sits alongside the UK GDPR and governs how personal information is handled.
Did Not Attend (DNA)
A booked appointment that the patient neither attended nor cancelled.
Digital exclusion
Being unable to use online services, for reasons such as lack of internet access, skills, confidence or a disability.
Duty/triage clinician
The clinician rostered for a session to review, prioritise and act on triaged patient requests.
Equality Act 2010
The law protecting people from discrimination based on characteristics such as age, disability, sex or race.
Face-to-face
An appointment where the patient and clinician meet in person rather than by phone or video.
FAST
A simple check for stroke - Face, Arms, Speech, Time to call 999 - prompting urgent emergency help.
Fundamental standards
The minimum standards of safety and quality below which care must never fall.
GP (general practitioner)
A doctor who provides general medical care for patients in the community.
Health and Social Care Act 2008 (Regulated Activities) Regulations 2014
The regulations setting out the fundamental standards that registered care providers must meet, including person-centred care, safe care and treatment, and good governance.
Healthcare assistant (HCA)
A trained support worker who carries out clinical and care tasks under the supervision of a registered professional.
Multidisciplinary team (MDT)
The mix of clinical and non-clinical roles, such as nurses, pharmacists and therapists, to whom patients may be directed.
Online consultation (OC)
A digital form patients use to send administrative or clinical requests for the practice team to assess.
Pharmacy First
A scheme allowing community pharmacists to assess and treat certain common conditions without a doctor's appointment.
Reasonable adjustments
Changes a service makes so that disabled people can use it as easily as everyone else.
Records Management Code of Practice
National guidance on how long health and care records should be kept and how they should be managed and disposed of.
Red flag
A symptom or sign suggesting possible serious illness that needs immediate clinical attention.
Registered Manager
The person registered with the regulator as responsible for the day-to-day running of a service.
Regulated activity
A type of care or treatment the law requires a provider to register with the regulator to deliver.
Safeguarding
Protecting people's health, wellbeing and rights and keeping them safe from abuse, harm or neglect.
Safety-netting
Clear advice telling a patient what to look out for and who to contact if their symptoms change or get worse.
Secondary care
Specialist hospital or community services that patients usually reach through a referral.
Sepsis
A life-threatening reaction to infection in which the body's response begins to damage its own tissues and organs.
Signposting
Telling a patient about an alternative service so they can choose to contact it themselves.
Single assessment framework
The structure the regulator uses to judge a service, built around quality statements and five key questions (safe, effective, caring, responsive, well-led).
Social prescriber
A worker who connects patients with non-medical support in the community, such as activities, advice or social groups.
Standard Operating Procedure (SOP)
A written, step-by-step instruction for carrying out a task consistently and safely.
Total triage
A model in which every request is assessed and prioritised before any appointment or response is offered, so care is matched to need.
UK General Data Protection Regulation (UK GDPR)
The UK's main data-protection law governing how personal information is collected and used.
Urgent care telephone service
A free phone and online service (such as 111) that assesses non-emergency urgent health needs and directs people to the right care.
Urgent treatment centre
A facility that treats injuries and illnesses that are urgent but not life-threatening, without a prior appointment.
Urinary tract infection (UTI)
An infection of the bladder, urethra or kidneys, often causing pain or a frequent need to pass urine.

How it works

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  2. Download your editable Word file from the link we email you straight away.
  3. Complete the placeholders for your service, then have it approved before use.
  4. Add the optional updates subscription and we keep it current as guidance changes.

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