Free Telehealth Nursing System Clinical Resource Framework

Training, Standards, Guidelines, Documentation Tool, Process, Audit

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A TELEHEALTH NURSING SYSTEM COMPONENT FRAMEWORK SUMMARY

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  1. COMPONENT ONE: Guidelines 45+ guidelines address emergent to non-urgent symptom patterns for Adult, School Age & Infant-Child

  2. COMPONENT TWO: Documentation Form Adheres to the Nursing Process for Telehealth Nursing documentation, communications & risk management

  3. COMPONENT THREE: Telehealth Nurse Clinical Training Materials include:

    • Preceptor Syllabus: Introductory Training program. How To and Risk Management for Telehealth NursingFive clinical articles:

    • How to Perform nurse triage including Risk Management Issues in remote nurse triage

    • Job Standards: job qualifications, job description and practice standards.

    • UNIQUE 30-page Guideline Users Guide – Guidelines contain innovative Users Guide — unique and complete with insightful FAQs.

    • UNIQUE Audiolinks to 20 real life malpractice remote nurs triage case studies with tutorials for discussion & analysis

  4. COMPONENT FOUR: AAACN Telehalth Nursing Standards –

  5. COMPONENT FIVE: TELEHEALTH NURSE QUALIFICATIONS

  6. COMPONENT FIVE: TELEHEALTH NURSE QA AUDIT QUALIFICATIONS

Telehealth Nursing Resources & System Framework

System Resources (Clinical Training, Guidelines, Documentation, Standards, Nurse Qulifications)

Free resources can be downloaded. No registration or email address required. This nurse -driven virtual triage system is a framework for a complete system: Guidelines, Documentation, Clinical Training, Clinical Qualifications and Standards. These four components are “layers of protection” (Robert Smith, JD) — evidence of the employers’ and nurses’ efforts to fullfill the clinical “duty of due care” to reduce patient harm and malpractice risk.

  1. Telephone Triage Workflow Process(2015-2025) Nurse triage requires estimating, then classifying symptom urgency. Nurse Triage Process Workflow is a Framework that broadly but succinctly outlines the Triage Task — Process, Structure and Outcome with 5-level triage. Deceivingly simple in appearance, it represents how the basic nursing process (assessment, working diagnosis, plan, evaluation) can be adapted to remote triage.

    Please Note: Current HIPAA privacy policy is inadvertently impeding the the fourth step of the nursing process — evaluation. Also known in triage as outcome feedback (learning about patients’ diagnosis after on-site evaluation), it is not represented on the Workflow Process form. Revising this policy for remote triage enables clinicians to learn from decisions —successful or unsuccessful — helping to improve clinical practice. Of all nursing subspecialties, remote triage requires outcome feedback. Remote triage should not take place in a vacuum defined as “breakdowns in processes, communication, technology, or resources leading to preventable patient harm”. (PDF-2.3 MB)

  2. Telephone Triage Universal Guideline (2025-2026) Remote Triage Template based on Nurse Triage Process Workflow key safety features (PDF-201KB)X. Why TeleTriage Systems Design?

  3. Telephone Triage QA AUDIT(2025-2026) Remote nurse triage performance improvement review. Quality Assurance of Triage Process (PDF-147 KB)

  4. Telephone Triage Documentation Form(1993-2026) A foundational documentation tool faithfully represents the nursing process –modified for triage. The missing fourth step–evaluation or patient outcome will require modified HIPAA regulations. EMR/EHR’s prospective role in synthesizing patient context —risk level — based on Predictive Analytics of past & current medical history (PDF-692 KB)

  5. Telephone Triage Job -Qualifications, -Description & -Competencies (2025-2026)(PDF-781 KB

  6. Telephone Triage Rules of Thumb (Heuristics) (2025-2026) Nurses use Rules of Thumb to perform triage (Lephrohon, Patel 1995) (PDF-182 KB)

  7. Care for Caregiver (1993-2025): Stress Reduction, Job Satisfaction for High Stress Task (2025) (PDF-66 KB)

  8. Telephone Triage-Specific Phone Tree (2000-2025) Avoid “Triage Volume Overload” (PDF-35 KB)

  9. Patient Brochure for Telephone Triage Services (1993- 2025) UNIQUE Tool “How to Help the Triage Nurse Help You” (PDF-72 KB)

    Telephone Triage Clinical Training Courses

  10. Essentials for Telephone Triage‍ ‍(2025) Nurse Triage “How To” Course (PDF-505KB) 

  11. Telephone Triage Risk Management 3 (2020-2026) Pending Research, Standards, Case studies(PDF-954KB)

  12. Telephone Triage Guideline Competency (2017)  First User’s Guide for Nurse Triage Guidelines (PDF-6.6MB) 

  13. Telephone TriageRisk Management 1‍ ‍(2005) Triage trends, risks, controversies & case studies. (PDF-1MB)

  14. Telephone Triage Risk Management 2(2006) Experts discuss nurse triage risks & solutions. (PDF-800KB)

    Telephone Triage Training Slide Decks

    Slide decks collectively address current risk management issues, system error, common practice error, malpractice and near misses.

  15. Telephone Triage: Creating a Culture of Safety (2020) Risk Management (PDF-372 KB)

  16. Telephone Triage Protocols for High Risk Populations (2019) Protocol Design, Bhopal India (PDF-241 KB)

  17. To Err is Human, To Delay is Deadly (2012 - 2025) Risk Management. case studies (PDF-372 KB)

  18. Telephone Triage Essentials for Expert Practice (2016 - 2025) Updated “How To” Clinical Training (PDF-590KB

    Telephone Triage Case Studies & Tutorials (Audio-links)

  19. 10 + Case Studies (1993) (Thomson-Delmar), Audio-links recreating Adult & Pediatric Remote Triage Malpractice Cases (MP3-11.8 MB)

  20. 10 + Case Studies (2009) (McGraw Hill) Audio-links to recreated Adult & Pediatric Remote Triage Malpractice Cases (MP3-6.3 MB

    Telephone Triage Foundational Guidelines

  21. First Training Manual Telephone Triage: Theory, Practice & Protocol (1993) Classic “How to” for Telephone Triage. (PDF-62.5 MB)

  22. Table of Contents for Telephone Triage: Theory, Practice and Protocol Development(PDF-470KB)

  23. Telephone Triage:Adult & Womens’ Health(2017) (PDF-215.8 MB)

  24.  Telephone Triage of School Age Children Age Six to 18 Years‍ ‍(2017) (PDF-62.7 MB)

  25.  Telephone Triage of Infants & Children Age Birth to Six Years(2005) (PDF-36 MB)

  26. First Telephone Triage Conference(PDF-474KB)

Telephone Triage Research (1989 -2023)

TeleTriage Systems Copyright Statement. Copyright 1993 -2026 Sheila Quilter Wheeler, TeleTriage Systems Publishers.  All Rights Reserved.  All materials are protected by copyright.  No part of it may be reproduced, stored in a retrieval system, or transmitted, in any form, or by any means – electronic, mechanical, photocopy, recording or otherwise – without prior written permission of Sheila Wheeler, except for brief quotations embodied in critical articles and reviews. For problems receiving free materials, for permissions, contact Ms. Wheeler @ 415 453 8382

Telehealth Nurse Guidelines

  • UNIQUE FEATURES: All Age-Based, 5-Level Triage

  • Adapts and describes symptom acuity categories American College of Emergency Physicians

  • Adapts Manchester Triage Group 5-level triage criteria to apply to remote triage encounters

  • A unique Universal Guideline design approach to pattern recognition and patient context for remote triage

  • A Universal Guideline that can support clinical triage in several ways:

1. As a consistent structure or Template for designing a full set of guidelines

2 As a contingency or “fall back” guide for cases where no specific guideline applies

3. As a preemptive guideline, or “go to” guide before selecting a more specific guideline

4. As a training tool for newly hired nurses (as an introduction to a new remote nurse triage system, a review of practice and commonly presented symptoms (IOM, Joint Commission, 2011)

  • A Universal Guideline serves both as an “Uber Triage Check List” as well as a Guideline Template for 45 Key Site-Based Chief Complaints. The unique remote triage design is transparent, explainable and consistent. The clinical approach supports pattern recognition, patient context and heuristics that nurses typically use for the purpose clinical decisionmaking (Lephrohon, Patel, 1995), 

  • The nursing process informs the design of Guidelines, Documentation and Structure. Clinical training increases opportunities to make safer decisions by adapting the nursing process to remote nurse triage to consider:

    • broad patterns of emergent to non-acute symptoms

    •  broad categories of high-risk patients or patient context

    • built-in safety prompts, heuristics and standards intended to reduce recurrent error

Rather Buy the Bound Books?

If you prefer a bound book, click below to purchase any of Ms. Wheeler’s books from Amazon. Current Pricing: Guidelines: Adult: $23.00, School Age: $15.00, Infant-Child: $12.00

Telephone Triage: Theory & Practice The Foundational Remote Nurse Triage Training Manual: $20.00 Plus: free audiolink download  of malpractice case studies with tutorials. (20 case studies).