What non-clinical staff can safely gather

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.

