Care Navigation Boundaries for GP Receptionists and Care Navigators

Safe routing, role boundaries, escalation and clinician review in general practice

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Care navigation is not clinical triage

GP practice reception desk with staff and patient

Trained non-clinical staff can carry out care navigation. Clinical triage involves clinical judgement about need, urgency, risk and the most appropriate clinical response.

In practice the boundary can feel unclear, especially when patients ask whether their problem is urgent or if they need to see someone. The safest approach is to follow the agreed process, collect the required information and escalate any decision that depends on clinical judgement.

Useful distinction

  • Navigation: collects agreed information and routes patients via approved pathways.
  • Clinical triage: assesses urgency, seriousness, clinical risk or treatment need.
  • Escalation: refers uncertainty, clinical risk or requests outside templates to the appropriate clinical route.

Non-clinical care navigation should support clinical triage where needed; it must not replace it.

Care Navigation with Dr Nick Hayward

Video: 1m 37s · Creator: Bradford District & Craven Healthcare Partnership. YouTube Standard Licence.

This Bradford District and Craven Healthcare Partnership video features GP Dr Nick Hayward explaining care navigation as a way to help patients access the right care, with the right person, at the right time. He says the process starts when a patient first contacts the practice and may involve asking a couple of questions about the reason for requesting an appointment.

The video clarifies these questions are not about sharing intimate information with reception staff but about directing the patient to the appropriate service. The video description adds that information will be kept confidential, patients can choose whether to share information, and they will not be refused a GP appointment.

Examples of possible routes include a GP appointment, nurse appointment, direct access to mental health services or other local services, with the aim of making care faster and more accessible.

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Scenario

A caller says, "I know you ask questions now. Are you deciding whether I am ill enough for a doctor?"

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