Active Signposting for GP Receptionists and Care Navigators

Helping patients reach the right service safely

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Exam Pass Notes

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Key Takeaways

  • Active signposting means giving a patient a specific, current and usable next step.
  • It is not a vague suggestion, a way to block GP access or a substitute for escalation.
  • Good signposting explains why the route may help, how to use it and what to do if it fails.
  • The route must be realistic for the individual patient, not just correct in theory.
  • Local protocols and current service information determine which routes are appropriate.

Directories and Usability

  • Use approved sources: check the practice directory, pathway or service information rather than relying on old leaflets or memory.
  • Check eligibility: age, location, registration status, referral source and local rules can affect access.
  • Check availability: opening hours, online forms, phone access, temporary closures and same-day limits can make a signpost unusable.
  • Check usability: language, disability, digital access, transport, distress, confidence and safe contact can prevent the patient using the route.

Common Signposting Routes

  • Community pharmacy: supports medicines-related questions and Pharmacy First-style routes where local pathways allow.
  • Urgent routes: NHS 111-style services, urgent treatment centres, Phone First, out-of-hours and emergency services are needed when routine signposting would be unsafe.
  • Social prescribing and self-referral: helps with non-medical, practical and wellbeing needs, but should not feel like abandonment.
  • Other primary care routes: dentistry, optometry and other local services should be presented as appropriate routes to the right expertise.

Safety-Netting, Recording and Improvement

  • Safety-net clearly: tell the patient what to do if the route cannot help, the concern changes or symptoms worsen.
  • Escalate uncertainty: if you are unsure whether signposting is safe, pause and use the agreed escalation route.
  • Record what happened: note the route offered, any barriers, safety-netting and any escalation.
  • Report failed signposts: feed pathway problems back into directory updates, staff briefings and service improvement.

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