Triage and Waitlisting Management
Managing new client referrals effectively is critical for client safety, optimal care, and efficient use of clinician time. This module provides comprehensive guidance on triaging new clients, safely waitlisting them, and gathering the right information to ensure they are allocated to a service or clinician that best meets their needs. Early identification of risk and accurate allocation supports better client outcomes, reduces wasted sessions, and ensures clients do not have to repeatedly share their story with multiple clinicians.
This module also includes correspondence templates to support communication with clients and referrers throughout the process, helping practices manage waitlists and referrals in a structured and professional way.
Included in this module:
- Waitlist and cancellation list policy and procedure
- Triage appointment question guide
- How can we help you questionnaire
- Triage policy and procedure
- Correspondence templates to keep referrers informed and provide clients with support numbers in the event of an emergency
By implementing these documents, your practice can confidently manage referrals, protect clients at risk, and ensure smooth and ethical allocation of services.
