Browse Healthcare & Medical Professionals SECTION 2: Clinical Documentation

The Referral Triage Summary Skeleton

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The Referral Triage Summary Skeleton

Turn an incoming referral into a structured triage summary
skeleton for our service.

Receiving service: [SPECIALTY / CLINIC]
Referral source: [GP / ED / INTERNAL / OTHER]
Our triage categories: [LIST YOUR SERVICE'S CATEGORIES, e.g.
ROUTINE / SOON / URGENT]

The referral text (de-identified):
[PASTE — remove patient identifiers first]

Produce:
1. A one-line reason for referral, in the referrer's own terms
2. The relevant background, condensed to what bears on triage
3. Investigations and results already supplied, listed plainly
4. A checklist of the information our service needs to triage
   this referral type, each marked present or MISSING
5. Draft wording to request any MISSING item from the referrer
6. Any safety information the referrer flagged (allergies,
   communication needs, safeguarding concern) pulled to the top

Rules:
- Organise and condense only — do not assign a triage category
  or urgency yourself; that is the reviewing clinician's call
- Use only what the referral supplies; add no clinical detail
- Where the referral is ambiguous, mark it "[UNCLEAR — CLARIFY]"
  rather than interpreting it

This skeleton is something a clinician triages from, not a
triage decision.

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