Intake
01Referral Receipt & Triage
- Owner
- Lauren
- Trigger
- A referral arrives by email at info@, referrals@ or private@.
Purpose
How a referral enters the service, gets risk-rated, and is passed to admin.
RAG rating
Set by Lauren at referral triage, based on the risk and urgency of the patient.
| Rating | Target for first contact |
|---|---|
| Red | Within 1 week |
| Amber | Within 2–4 weeks |
| Green | No priority - worked after reds and ambers |
Once first contact has been attempted, all three ratings follow the same process, letters and timings.
Procedure
- Referral is received by email at info@, referrals@ or private@. Email is the only inbound channel.
- Lauren processes the referral and adds the patient to the New Referral / Waiting List spreadsheet.
- Lauren sets the RAG rating based on the risk and urgency of the patient. This governs how quickly admin attempts first contact. Patients are placed on the tab matching their rating - the sheet is split into red, amber and green tabs.
- Complete every field on the sheet (below).
- Record the date the patient was moved to the admin sheet.
- All details move to the contact sheet for admin to work (02).
Fields recorded
RAG rating · date of birth · NHS number · name · referral date · date added to sheet · referral source · funding stream · ICB · locality · appointment type · activity code · referral outcome code · comments · date moved to admin sheet
Notes
- Funding streams are CAMHS, Right to Choose (RTC), Greater Manchester adult and Private. The stream determines which master spreadsheet tab the patient sits on.
- The New Referral / Waiting List spreadsheet is also where titration patients return for medication reviews (15).
Open points
- Full RAG criteria.