Care Navigation Boundaries for GP Receptionists and Care Navigators

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

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What non-clinical staff can safely gather

GP practice reception desk with staff and patient

Non-clinical staff may collect factual information when the practice has agreed what to ask, how to record it and when to escalate. The purpose is to route the patient safely, not to make a clinical assessment.

Use plain language and, where possible, record the patient's own words. Do not add clinical labels unless they come from a clinician, the medical record or the patient explicitly states they have been given that diagnosis.

Common safe information

  • Identity and contact details.
  • The patient's main request in their own words.
  • Access or communication needs.
  • Duration or change, if the approved template asks.
  • What the patient has already tried or been advised.
  • Barriers to using a route, such as language, digital access or transport.

Gather facts in the patient's words; do not translate those facts into your own clinical conclusion.

The Role of the GP Receptionist - Faces of Primary Care

Video: 2m 39s · Creator: NHS Greater Glasgow and Clyde. YouTube Standard Licence.

This NHS Greater Glasgow and Clyde video features Louise McGregor, a GP receptionist, describing the receptionist role as part of patient care. She covers answering calls, booking appointments, following up clinic information, handling results work and helping patients find the appropriate route for their concern.

The video explains that receptionists ask about the reason for contact to identify what support is needed and which route fits practice process. Examples include appointments, telephone consultations, signposting to pharmacy, physiotherapy, advanced nurse practitioner or mental health services, and urgent escalation when required by the practice process.

Louise says these questions help find the quickest useful route, which may not always be a GP appointment. She states the questions are not intended to invade privacy but to direct the patient to the right service, and she emphasises the value of rapport and ongoing relationships with patients.

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Scenario

A patient says, "I have a rash and I need someone to look at it." The template asks for where it is, how long it has been there and whether the patient has any immediate concerns.

What can you safely gather?

 

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