FREE Telephone Triage Training Program & Resources

Five Clinical Training Courses, 20 Case Studies with Tutorials (Audiolinks), and Much More

Download Free Telehealth Nursing Research, Articles, Guidelines QA Audit, Nursing Process Workflow

Telephone Triage Training Resources

DOWNLOAD RESOURCES FOR FREE —- Privacy Policy

A REMOTE NURSE TRIAGE SYSTEM WITH COMPLETE COMPONENTS

  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

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

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

  5. 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)

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

Rather Buy the Bound Books?

If you prefer a bound book, click below to purchase any of Ms. Wheeler’s books from Amazon. Current Approximate Pricing: Guidelines: Adult: $23.00, School Age: $15.00, Infant-Child: $12.00 Telephone Triage: Theory & Practice Foundational Training Manual: $20.00 Don’t forget to download the free audio malpractice case studies(20 case studies) with tutorials.

Age-Based, 5-Level Remote Triage Guidelines

  • UNIQUE FEATURES

  • Adapts, describes, defines two symptom acuity categories from American College of Emergency Physicians

  • Adapts Manchester Triage Group triage criteria to apply to remote triage

  • Creates a Universal Guideline design approach to the task of 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

A REMOTE NURSE TRIAGE SYSTEM & RESOURCES (30 Items)

Privacy Policy. DOWNLOAD RESOURCES FOR FREE

A SUMMARY

Free resources, can be downloaded — triage documents and books. No registration or email address required. This unique, innovative nurse-developed and nurse -driven triage system is comprised of “4 in 1” package contains a complete, basic triage program to improve patient safety. The four main components represent “layers of protection” (Robert Smith, JD) — evidence of the clinical “duty of due care” — a commitment to decrease malpractice risk. Privacy Policy.

  1. Protocols & Guidelines (45- 50) address emergent to non-urgent Adult, School Age & Infant-Child symptom patterns (1,000+).

  2. Documentation Form - ensures proper documentation, communications & risk management

  3. Training Materials include:

    • UNIQUE 30-page Users Guide – Unique and complete with insightful FAQs.

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

    • Five clinical articles addressing How to Perform nurse triage including Risk Management Issues in remote nurse triage

  4. Standards – Basic remote nurse triage practice standards, including job qualifications, job description and practice standards.

TRIAGE NURSE SYSTEM COMPONENTS & EXEMPLARS (27)

  • AGE-BASED, 5-LEVEL TRIAGE PROTOCOLS & GUIDELINES (3 VOLUMES)

  • UPDATED TRIAGE SYSTEM COMPONENTS (7)

  • CLINICAL TRIAGE TRAINING ARTICLES , AUDIO LINKS (6)

  • MALPRACTICE CASE STUDIES WITH TUTORIALS (AUDIOLINKS) (20+)

  • SLIDE DECKS OF TRIAGE TOPICS (4)

  • FIRST BASIC “HOW TO” TRIAGE TRAINING MANUAL FOR NURSES