Stage 2: Referral made: principles

2A: Triage of referral

Triage/consideration of referral re: suitability and priority.

Below are links to resources relevant to this stage of the pathway, with a brief description of their content.

This is a webpage called Active Clinical Referral Triage (ACRT) where you can download a pdf of the 'Active Clinical Referral Triage and Discharge Patient Initiated Review Toolkit'.

Provider

Centre for Sustainable Delivery, NHS Scotland

Resource type

Webpage with link to a pdf of the ACRT & PIR toolkit.

User/audience

Clinicians

Aims/learning outcomes

Ensuring that all referrals to secondary care (including advice and patient-led referrals) are triaged by a senior clinical decision maker to evidence-based, locally agreed pathways after reviewing all the appropriate electronic patient records. The options include virtual attendance, giving patients clinical information and allowing them to opt-in, ordering investigations, placing on a waiting list for a procedure/surgery and face-to-face appointments.

Benefits

Enables shared decision making

How to access this resource

Access as webpage .

2B: Information about appointment

Secondary care provides information well in advance of appointment for consideration by patient if right option.

Below are links to resources relevant to this stage of the pathway, with a brief description of their content.

Videos from specialists

Videos delivered by clinicians in the current system who are credible and doing procedures.

Resource type

Prompt to action

User/audience

Public

Aims/learning outcomes

Allows patients with a clear diagnosis to make the right decisions, be more empowered through information to have good conversations with the specialists and introduce them to a pre-hab lifestyle earlier whilst waiting to see a specialist.
Maximises the benefits for patients.
Lifts the barriers to access care for those in lower socio-economic groups. [May need to consider those who are digitally excluded].