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Emergency Triage: Telephone Triage and Advice complements the highly successful Emergency Triage. The algorithms are rooted in the Manchester Triage System (MTS), which is used in hospitals around the world and which is acknowledged as an effective means of clinical prioritisation.
This telephone iteration of a triage system which prioritises millions of patients each year provides a robust, safe, evidence-based system for managing the clinical risk in patients who are at a distance from health care providers. The basic principles that drive the MTS remain, but this book addresses the specific difficulties of assessment by telephone. The possible triage outcomes are "face-to-face now", "face-to-face soon" and "face-to-face later" together with a self-care option. Information and advice is suggested at every level. The advice ranges from life-saving interventions, which can be carried out until health care arrives, to self-care instructions.
Emergency Triage: Telephone Triage and Advice provides all the necessary information that telephone triage staff must have to hand as well as including examples of questions to be asked. It will be a valuable resource for staff working in emergency departments, health centres and telephone triage organisations. Furthermore hospitals that are already using Emergency Triage will benefit from being linked with a telephone triage system that follows the same protocols.
Updated to Version 1.7 in 2023.
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Cover
Title Page
Copyright Page
Editors
Acknowledgements
Members of the Original Manchester Triage Group
International Reference Group
Preface
CHAPTER 1: Introduction
Nomenclature and definitions
The development of Telephone Triage
Triage methodology
Advice
Training for triage
Triage audit
Summary
CHAPTER 2: The decision making process and Telephone Triage
Introduction
The development of expertise
Decision-making strategies
Decision-making during triage
Changing current decision-making practice
CHAPTER 3: The Telephone Triage method
Introduction
Identifying the problem
Gathering and analysing information
Evaluating alternatives and selecting one
Implementing the selected alternative
Monitoring and evaluating
CHAPTER 4: The presentation priority matrix
Presentation-priority matrix mapping
CHAPTER 5: Ensuring safety in Telephone Triage
Introduction
Appropriate training
Competence assessment
Audit method
Triage in practice
Peer review
System review
Presentational Flow Chart Index
Abdominal pain in adults
Abdominal pain in children
Abscesses and local infections
Allergy
Apparently drunk
Assault
Asthma
Back pain
Behaving strangely
Bites and stings
Burns and scalds
Chemical exposure
Chest pain
Collapse
Crying baby
Dental problems
Diabetes
Diarrhoea and vomiting
Ear problems
Eye problems
Facial problems
Falls
Fits
Foreign body
GI bleeding
Headache
Head injury
Irritable child
Limb problems
Limping child
Major trauma
Medication request
Mental illness
Neck pain
Overdose and poisoning
Palpitations
Pregnancy
PV bleeding
Rashes
Self‐harm
Sexually‐acquired infection
Shortness of breath in adults
Shortness of breath in children
Sore throat
Testicular pain
Torso injury
Unwell adult
Unwell baby (up to 12 months)
Unwell child
Unwell newborn (up to 28 days)
Urinary problems
Worried parent
Wounds
Discriminator and question dictionary
Index
End User License Agreement
Chapter 1
Table 1.1
Table 1.2
Table 1.3
Chapter 3
Table 3.1
Chapter 5
Table 5.1
Cover Page
Title Page
Copyright Page
Editors
Acknowledgements
Members of the Original Manchester Triage Group
International Reference Group
Preface
Table of Contents
Begin Reading
Presentational Flow Chart Index
Discriminator and question dictionary
Index
WILEY END USER LICENSE AGREEMENT
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Manchester Triage GroupEDITED BY
Janet Marsden
Mark Newton
Jill Windle
Kevin Mackway‐Jones
FIRST EDITION(VERSION 1.7)
This edition first published 2016 © 2016 by John Wiley & Sons, Ltd. This version updated 2023 (Version 1.7)
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Library of Congress Cataloging‐in‐Publication Data
Emergency triage (Manchester Triage Group)
Emergency triage : telephone triage and advice / Manchester Triage Group ; edited by Janet Marsden,
Mark Newton, Jill Windle, Kevin Mackway-Jones. – First edition.
p. ; cm.
Includes index.
ISBN 978-1-118-36938-8 (pbk.)
I. Marsden, Janet, editor. II. Newton, Mark, 1963– , editor. III. Windle, Jill, editor. IV. Mackway-Jones, Kevin, editor. V. Manchester Triage Group, issuing body. VI. Title. [DNLM: 1. Triage–methods. 2. Emergency Service, Hospital. 3. Telephone. WX 215]
RA975.5.E5
362.18–dc23
2015007951
A catalogue record for this book is available from the British Library.
Wiley also publishes its books in a variety of electronic formats. Some content that appears in print may not be available in electronic books.
Janet Marsden, Professor of Ophthalmology and Emergency Care, Director – Centre for Effective Emergency Care, Manchester Metropolitan University.
Mark Newton Head of Service/Consultant Paramedic responsible for Urgent Care. North West Ambulance Service NHS Trust
Jill Windle, Lecturer Practitioner in Emergency Nursing, Salford Royal Hospitals NHS Foundation Trust and University of Salford.
Kevin Mackway‐Jones, Consultant Emergency Physician – the Manchester Royal Infirmary and the Royal Manchester Children’s Hospital, Medical Director – North West Ambulance Service, Honorary Civilian Consultant Advisor in Emergency Medicine to the British Army, Professor of Emergency Medicine – Centre for Effective Emergency Care, Manchester Metropolitan University.
The editors would like to thank all those in the North West Ambulance Service who have contributed their time and expertise to this project and in particular to Stephanie Allmark and Stephen Scholes whose contribution and support remains absolutely invaluable.
Kassim Ali, Consultant in Emergency Medicine
Simon Brown, Senior Emergency Nurse
Helen Fiveash, Senior Emergency Nurse
Julie Flaherty, Senior Paediatric Emergency Nurse
Stephanie Gibson, Senior Emergency Nurse
Chris Lloyd, Senior Emergency Nurse
Kevin Mackway‐Jones, Consultant in Emergency Medicine
Sue McLaughlin, Senior Paediatric Emergency Nurse
Janet Marsden, Senior Ophthalmic Emergency Nurse
Rosemary Morton, Consultant in Emergency Medicine
Karen Orry, Senior Emergency Nurse
Barbara Phillips, Consultant in Paediatric Emergency Medicine
Phil Randall, Consultant in Emergency Medicine
Joanne Royle, Senior Emergency Nurse
Brendan Ryan, Consultant in Emergency Medicine
Ian Sammy, Consultant in Emergency Medicine
Steve Southworth, Consultant in Emergency Medicine
Debbie Stevenson, Senior Emergency Nurse
Claire Summers, Consultant in Emergency Medicine
Jill Windle, Lecturer and Practitioner in Emergency Nursing
AustriaStefan KovacevicAndreas LuegerWillibald Pateter
BrazilWelfane CordeiroMaria do Carmos RauschBárbara Torres
GermanyJoerg KreyHeinzpeter MoeckePeter Niebuhr
MexicoAlfredo Tanaka ChavezElizabeth Hernandez DelgadilloNoe Arellano Hernandez
NorwayGrethe DoelbakkenEndre SandvikGermar Schneider
PortugalPaulo FreitasAntonio MarquesAngela Valenca
SpainGabriel Redondo TorresJuan Carlos Medina ÁlvarezGema García Riestra
It is now 20 years since a group of senior emergency physicians and emergency nurses first met to consider solutions to the muddle that was triage in Manchester, UK. We had no expectation that the solution to our local problems would be robust enough (and timely enough) to become the triage solution for the whole United Kingdom. Never in our wildest dreams did we imagine that the Manchester Triage System (MTS) would be generic enough to be adopted around the world. Much to our surprise, however, both of these fantastic ideas came about, and the MTS continues to be used in many languages to triage tens of millions of Emergency Department attenders each year.
Clinical decisions made by telephone have always been an area of concern for clinicians because not only is the patient not present and it may be difficult to obtain correct information but many of the tools and indicators that we use for decision making are simply not available. It is therefore an inherently more risky process than face‐to‐face triage.
Quite early on in the implementation of MTS in Manchester, departments began to use a simplified version as a structure for telephone conversations. This was superseded by national algorithm‐based telephone helplines and its use in the Emergency Department diminished.
Our colleagues in the Greater Manchester Ambulance Service (GMAS) felt that there was a gap in their resources for undertaking telephone decision making. We have discussed ways of developing tools based on the MTS, with its significant evidence base and good safety record which would embed safety and quality into their telephone decision systems.
A huge amount of work has been done by the now North West Ambulance Service (NWAS) along with MTS to test and audit a robust Telephone Triage tool. It has also been piloted in diverse settings, with ambulance services in the Azores and New Zealand, as well as other services in the United Kingdom using it for the whole or part of their day to day work. It has been tested and refined and has a superb audit trail and safety record associated with it.
The basic principles that drive the MTS (recognition of the presentation and reductive discriminator identification) are unchanging – but changes have been made to reflect the difficulties of assessment by telephone. The outcomes of decisions are condensed into ‘face‐to‐face now’, ‘face‐to‐face soon’ and ‘face‐to‐face later’ with a self‐care outcome. Information and advice is suggested alongside every outcome. The advice ranges from life‐saving interventions which can be carried out until health care arrives, to self‐care advice.
We recognise the diversity of health care settings and the need for appropriate information and advice; therefore, the information and advice sections of the Telephone Triage tool can be customised by the user to reflect different health economies while retaining the core which is MTS.
Clinical prioritisation (whether called triage or anything else) remains a central plank of clinical risk management in all emergency care settings. This telephone iteration of a triage system which prioritises millions of patients each year provides a robust, safe, evidence‐based system for managing the risk inherent in patients who are at a distance from health care providers.
Janet Marsden, Mark Newton, Jill Windle, Kevin Mackway‐Jones
January 2015
Triage is a system of clinical risk management employed in Emergency Departments worldwide to manage patient flow safely when clinical need exceeds capacity. Systems are intended to ensure care is defined according to patient need and in a timely manner. Early Emergency Department triage was intuitive rather than methodological and was therefore neither reproducible between practitioners nor auditable.
The Manchester Triage Group was set up in November 1994 with the aim of establishing consensus amongst senior emergency physicians and emergency nurses about triage standards. It soon became apparent that the Group’s aims could be set out under five headings.
Development of common nomenclature
Development of common definitions
Development of robust triage methodology
Development of training package
Development of audit guide for triage
A review of the triage nomenclature and definitions that were in use at the time revealed considerable differences. A representative sample of these is summarised in Table 1.1.
Despite this enormous variation, it was also apparent that there were a number of common themes running through the different triage systems; these are highlighted in Table 1.2.
Table 1.1
Hospital 1
Hospital 2
Hospital 3
Hospital 4
Red
0
A
0
Immediate
0
1
0
Amber
<15
B
<10
Urgent
5–10
2
<10
C
<60
Semi‐urgent
30–60
Green
<120
D
<120
Blue
<240
E
—
Delay acceptable
—
3
—
FGHI
Table 1.2
Priority
Maximum times (minutes)
1
0
0
0
0
2
<15
<10
5–10
<10
3
<60
30–60
4
120
<120
5
<240
—
—
—
Table 1.3
Number
Name
Colour
Maximum time (minutes)
1
Immediate
Red
0
2
Very urgent
Orange
10
3
Urgent
Yellow
60
4
Standard
Green
120
5
Non‐urgent
Blue
240
Once the common themes of triage had been highlighted, it became possible to quickly agree on a new common nomenclature and definition system. Each of the new categories was given a number, a colour and a name and was defined in terms of ideal maximum time to first contact with the treating clinician. At meetings between representatives of Emergency Nursing and Emergency Medicine nationally, this work informed the derivation of the United Kingdom triage scale as shown in Table 1.3.
As practice has developed over the past 20 years, five‐part triage scales have been established around the world. The target times themselves are locally set, being influenced by politics as much as medicine, particularly at lower priorities, but the concept of varying clinical priority remains current.
After a period where all Emergency Departments in the Manchester area were using ‘Manchester Triage’ and using it on the telephone to triage callers to the ED (prior to NHS Direct), it became apparent that although all Emergency Department staff were using the same language of triage, the interface with paramedic colleagues still faced a language barrier. Key collaborators within the ambulance service recognised that applications of the Manchester Triage method would be extremely useful within the ambulance service and a further group of clinicians across acute care settings and the ambulance service was set up to explore this. Telephone Triage emerged as one of the products of this collaboration and had been used successfully for both secondary triage (since 2006) and latterly primary triage (2012) of those patients accessing care by telephoning ambulance services in a number of ambulance services across the United Kingdom and internationally.
In general terms, a triage method can try and provide the practitioner with the diagnosis, disposal or clinical priority. ‘Manchester Triage’ is designed to allocate a clinical priority. This decision was based on three major tenets. First, the aim of the triage encounter is to aid clinical management of the individual patient, and this is best achieved by accurate allocation of a clinical priority. Second, the length of the triage encounter is such that any attempts to accurately diagnose a patient are doomed to fail. Third, it is apparent that diagnosis is not accurately linked to clinical priority. The latter reflects a number of aspects of the particular patient’s presentation as well as the diagnosis; for example patients with a final diagnosis of ankle sprain may present with severe or no pain and their clinical priority must reflect this. In Telephone Triage, the allocation of this clinical priority is inherently linked to a place of definitive clinical care, and in the highest priority, a mode of emergency transport to this care.
In outline, the triage method put forward in this book requires practitioners to select from a range of presentations and then to seek a limited number of signs and symptoms at each level of clinical priority. The signs and symptoms that discriminate between the clinical priorities are termed discriminators and they are set out in the form of flow charts for each presentation – the presentational flow charts. Discriminators that indicate higher levels of priority are sought first, and to a large degree, patients who are allocated to the standard clinical priority are selected by default. In this way, it reflects the effective face to face triage methodology taught by the Manchester Triage Group. The clinical priority is inherently linked to a disposal: where does the patient obtain the definitive care which they require and what is the timescale within which this must be obtained for optimum outcomes. The possible outcomes of Telephone Triage are simplified from the five categories system as there are fewer options available to the Telephone Triage practitioner.
The decisions which must be made are as follows:
Does the patient need immediate and urgent care? (FtF Now)
Do they need to be seen face to face by a clinician soon, but not immediately? (FtF Soon)
Can medical or other care be delayed? (FtF Later)
Can an ‘advice only’ route be followed, where the problem can be managed by giving self‐care advice?
Face to face triage practitioners will note differences between the discriminators seen within face to face triage and those in the Telephone Triage method. For some discriminators used in face to face triage, it is impossible to ascertain without actually having the patient in front of the triage practitioner, whether the dis-criminator is fulfilled or not. Those discriminators are therefore not used in Telephone Triage. Slight changes are made to other discriminators in order for them to be more appropriate in a Telephone Triage setting.
Advice is presented on the charts at each level and is to highlight issues which can be discussed by the practitioner with the patient or caller. It is important that interim advice is given and that, if the patient is triaged to ‘advice only’, comprehensive advice is given and understanding is checked. The patient must know what to do should the situation change. A key premise of the advice in these charts is that it is general and may be adapted for use in specific settings. The algorithms, as in the case of the face to face algorithms, are evidence based and validated and must not be modified.
The decision making process is discussed in Chapter 2 and the triage method itself is explained in detail in Chapter 3.
Patients who are in the ‘FtF Now’ category are best served by the Emergency Ambulance Service and Emergency Departments, whatever their locations. Those requiring ‘FtF Soon’ or ‘FtF Later’ may have care delivered in a number of locations and by various providers. Thus the time to care in the ‘FtF Soon’ category will vary, depending upon those services available in that health economy. A mapping exercise should be undertaken locally to agree the appropriate dispositions arising from the triage decision (see Chapter 4). It is essential that the practitioner undertaking Telephone Triage is able to use up-to‐date details about current local services such as dental emergency arrangements, telephone numbers of primary care facilities and the location of pharmacy provision.
This book and the accompanying course attempt to provide the training necessary to allow introduction of a standard triage method. It is not envisaged that reading the book and attending a course can produce instant expertise in triage. Rather this process will introduce the method and allow practitioners to develop competence at using the material available. This is the first step towards competence in using the system and must be followed up by audit and evaluation of the system in use.
