Triage Call Checklists

1:1 Triages

Introduction and consent
Introduced MHST service	Yes ☐ No ☐
Explained that the triage call is to gather consent and more information and to identify if the MHST is the right service at this time.	Yes ☐ No ☐
Consent statement read as below? · An account has been created on your/your child’s behalf, with information being stored on an Electronic Patient Record, accessible by HPFT staff which is password protected. · If virtual sessions are utilised during the intervention, they will be held on the ‘Teams’ platform. · The content of the sessions you/your child participates in may be shared with a supervisor or other members of the MHST for the purposes of maximising your/your child’s care & support and as part of clinical supervision. · You/your child agree to fully participate in and engage with the intervention you/your child are being offered. 3 missed appointments will trigger immediate discharge from the MHST service. · Information may need to be shared with relevant external agencies should the practitioner become concerned for you/your child’s safety or that of anybody else. You have the right to revoke this consent at any time by informing the practitioner.	Yes ☐ No ☐
Verbal consent to record obtained by P/C or YP 16+ (Update consents page). If no, do not progress with triage call.	Yes ☐ No ☐
Explained confidentiality (PUPI doc)	Yes ☐ No ☐
Explained that MHST usually inform the family GP at the start and end of interventions so that they are aware of support you/your child is receiving.	Yes ☐ No ☐
Are you happy for us to share this with your GP	Yes ☐ No ☐
If no, why?	FREE TEXT
Check consent for Email, Phone, SMS and Post. (Update consents page)	☐ Email ☐ Phone ☐ SMS ☐ Post
Referral Information
Clarify the intervention being offered	121 ☐ Getting help Group ☐
Confirm reason for referral and check if there is anything specific or important that the practitioner needs to know?	Yes ☐ No ☐
If yes, include details	FREE TEXT
Has the CYP completed any interventions provided by other services?	Yes ☐ No ☐
If yes, include details	FREE TEXT
Gathered missing information inc. GP practice, NHS#, DOB, P/C name/s, Ethnicity, Interpreter, Spelling/shortening of name:	Yes ☐ No ☐
Obtained 16+ contact details. If yes, add to details	Yes ☐ No ☐
YP consented to practitioner speaking to parents	Yes ☐ No ☐
Confirmed primary communication method is with 16+ YP	Yes ☐ No ☐
Discussed any reasonable adjustments needed and/or additional needs/disabilities (diagnosed or undiagnosed)	Yes ☐ No ☐
If required, include details	FREE TEXT
Next of Kin (1) Name and Contact number/email	FREE TEXT
Next of Kin (2) Name and Contact number/email	FREE TEXT
Risk Screening
Screen for any known risks If immediate risk is disclosed, you must complete a full risk assessment and safety plan. Follow MHST safeguarding process	☐ Safeguarding ☐ Harm to self ☐ Harm to others ☐ None
If low level risk is disclosed include details	FREE TEXT
Actions following issues raised	☐ Share risk with supervisor. ☐ Take back to referral meeting for discussion. ☐ Onward referral and discharge.
Planning for sessions
Discuss session availability	FREE TEXT
Will the P/C be attending the IA if with the YP if adolescent led?	Yes ☐ No ☐
Will the child be attending the IA if parent-led?	Yes ☐ No ☐
Outcome of triage	☐ Assigned to practitioner for initial assessment. ☐ Added to group. ☐ Signposting and discharge. ☐ Onward referral and discharge. ☐ Service user does not wish to engage/take up offer.

Group ppt Triage Calls

Group triage applies for targeted groups meaning groups under 8 participants, it also applies for any ppts in any size group whereby risk/ concern has been raised.

Triage layout is the same as above however instead of explaining individual referral explain outline of the group that the young person has been put forward for. Additionally, instead of explaining next steps re IA, explain start date of the group and that the process of letters being sent to GP/ School & family.

Important consideration:

Other information may be required dependant on the content of the triage.

If triaging with the parent for secondary aged children, try to call at a time where you can speak to both young person and parent – making this intention clear/checking in about what information they are happy to be shared between child/ parent and making clear the MHST limitations here re info sharing if concerned. Professional judgement applies in regards to structure of dual triage with young person and parent.

If young person is 16 – make sure to check who has been contacted about the referral being made. If the referral doesn’t make this clear, ensure that practitioner makes contact with the young person first to understand how involved they would like parents to be.

If speaking to one parent, also make sure other parental relationship is explored to understand whether it would be useful to speak with them too. Same applies for family members such as grandparents who play a key role in child’s life. Ensure YP voice/ PR is always reviewed here.

School triage for groups:

For all groups referrals a school triage should take place with the MHL prior to referral being made to ensure that they are appropriate for the group.

Explore:

• Main presenting difficulty, why put forward for the group.

• Any SEN/ additional need – adaptations?

• Any risk or safeguarding.

• Family context/ dynamic

• Any significant events

• Dynamics between group participants

• Language/ accessibility needs for parents/ young person.