Standard operating procedure

Suitability & Triage for Remote Care Procedure

How [Organisation Name] triages requests and decides which patients can be cared for safely by remote consultation, and which must be seen in person, signposted or escalated

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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. Red flags and immediate escalation
  • 7. Records
  • 8. Audit and review of triage decisions
  • 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 12 (Safe care and treatment) and Regulation 9 (Person-centred care)
  • General Medical Council, Good medical practice (2024) and the General Medical Council guidance on remote consultations and remote prescribing
  • Care Quality Commission, single assessment framework and the key questions for online and remote providers (safe, effective, responsive, caring and well-led)
  • General Medical Council, Good practice in prescribing and managing medicines and devices (2021)
  • Data Protection Act 2018 and the UK General Data Protection Regulation

Who it applies to

All clinicians providing remote consultations or prescribing for [Organisation Name] (doctors, advanced nurse and pharmacist prescribers, nurses and other registered professionals), together with care navigators, triage and administrative staff who handle incoming requests

Glossary

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

Anaphylaxis
A severe, life-threatening allergic reaction needing immediate emergency treatment.
Asynchronous consultation
A consultation where the patient and clinician are not communicating at the same moment, for example through an online questionnaire or secure message answered later.
Caldicott Guardian
The senior person responsible for protecting the confidentiality of people's health and care information.
Care Quality Commission (CQC)
The independent regulator of health and social care services in England.
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 sets out how organisations must handle people's personal information, working alongside the UK General Data Protection Regulation.
Did Not Attend (DNA)
A booked appointment or consultation that the patient does not attend.
General Medical Council (GMC)
The body that registers doctors in the UK and sets the standards they must follow.
General practitioner (GP)
A doctor based in the community who provides general medical care and is usually a patient's main, registered doctor.
Health and Social Care Act 2008 (Regulated Activities) Regulations 2014
The regulations setting out the fundamental standards that registered care providers must meet, including safe care and treatment.
In-person assessment
A face-to-face appointment where the patient and clinician are physically together so the patient can be examined.
National urgent advice line (111)
A free telephone and online service that gives urgent health advice and directs people to the right care when it is not a life-threatening emergency.
Near miss
An event that could have caused harm but did not, by chance or because it was caught in time.
Red flag
A symptom or sign that may point to serious or time-critical illness and that requires urgent action rather than routine care.
Regulated activity
A type of care or treatment the law requires a provider to register with the regulator to deliver.
Registered manager
The person registered with the regulator as responsible for the day-to-day running of a service.
Remote care
Clinical assessment, advice or treatment given without the patient and clinician being in the same place, for example by telephone, video or secure message.
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 watch for, how quickly to act and where to seek help if their symptoms change or do not improve.
Sepsis
A life-threatening reaction to an infection in which the body damages its own tissues and organs, needing urgent treatment.
Signposting
Directing a patient to a more appropriate service for their needs, such as their GP, a pharmacy or urgent care.
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).
Standard Operating Procedure (SOP)
A written, step-by-step instruction describing how a particular task or process should be carried out consistently and safely.
Suitability
A judgement about whether a patient's problem can be assessed and treated safely without a physical examination the service cannot provide.
Triage
The process of sorting incoming requests by how urgent they are and how suitable they are for remote care, so each patient is directed to the right service.
UK General Data Protection Regulation (UK GDPR)
The UK's main data-protection law governing how personal information is collected and used.

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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