Remote Nurse Triage Guideline & Protocol Resources

Remote Nurse Triage Guideline & Protocol Resources

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Remote Nurse Triage Guideline & Protocol Resources Remote Nurse Triage Guideline & Protocol Resources *

STANDARDS -BASED, USER-FRIENDLY GUIDELINES - “MAKING IT EASY TO DO THE RIGHT THING” IOM

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STANDARDS -BASED, USER-FRIENDLY GUIDELINES - “MAKING IT EASY TO DO THE RIGHT THING” IOM *

Clinical Telehealth Guidelines We Can Trust

(Institute of Medicine (IOM, 2011)

TeleTriage Systems guidelines meet all but one IOM Criteria for Clinical Guidelines - reproducebe outcomes (#6). TeleTriage Systems welcomes EBM research on our guidelines and our remote nursing triage system. Clinical Decision Support Systems (CDSS) should meet IOM criteria, especially in the era of AI-Augmented CDSS. The Guidelines are supported by a unique clinical training program on how to perform remote triage using the nursing process as applied to CDSS, EHR documentation and standards.

  1. Explicit:  clearly state the populations to which they apply - Age-Specific Infant-Child (Birth to Six Years), School Age (6 - 18 Years), Adult (18+Years)

  2. Clarity: a user-friendly presentation, unambiguous language, using precisely defined terms

  3. Transparent & Understandable: Understandable process, heuristics includes exceptions.

  4. User’s Guide:  Unique 30-page Users’ Guide, describing the process, assumptions and exceptions.

  5. Reliable: designed to to consistently produce safe, timely outcomes. 5-Level Triage

  6. Reproducible Outcomes: Designed with the goal that different groups of clinicians are likely to choose the same safe dispositions, producing safe patient outcomes

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Telehealth Nursing Guidelines

Informed by Manchester Triage Group

The MANCHESTER TRIAGE GROUP (MTG) has set forth requirements for systems specific to ED remote triage. MTG triage system criteria are broad, and can be valid and applicable to other triage settings. TeleTriage Systems Telehealth Guidelines meet all MTG criteria, use a 5-Level time-frame approach and can generally apply to all remote settings.

  1. Nomenclature. Basic terminology and descriptions of acuity. 

  2. Definitions of terminology. Five clearly defined and described ACEP - informed classification levels

  3. Robust Triage methodology. Nursing triage workflow adapted from the Nursing Process. Dispositions describe clear instructions on when, where and why patient should be seen.

  4. Acuity classification. Clearly defined classification categories for Five-Level Remote Nurse Triage.

  5. Clinical Training Program. A unique clinical training program for remote nurse triage, including audiolinks of 20 real life case studies with tutorials, 120+ page syllabus for training program: risk management, communications, high risk populations.

  6. Audit (QA, QI). QA Triage Performance Review Audit

AAACN-Informed Standards-Based Telehealth Guidelines

(AAACN, 2018)

  • Safe:  TeleTriage Systems safety record since publication (1995) is spotless. There has never been a malpractice case related to the use of TeleTriage Systems’ remote nursing triage guidelines.

  • Multi-Purpose/Multi-Setting: Applicable and adaptable to a range of remote and on-site clinical settings: Virtual Telehealth Visits, Pre-hospital & Ambulatory Settings (Office, Clinic, Student Health Centers) to Face-to-Face Encounters, Emergency Department, Urgent Care.

  • Five-Level Triage:  A unified method for assigning triage that is innovative and exclusively unique to this system (AAACN Telehealth Standard 2, 3). Includes consistent, defined clinical prioritization nomenclature:  acuity classifications, descriptions, time frames and follow up sites. 

  • Uniquely Patient Centric & Age-Specific.  Explicitly state the population to which they apply (IOM). Content is customized to three unique age groups: Infant-Child (Birth to 6 Years), School Age (Age 6-18 Years)and Adult (Age 18 +years )  (AAACN Telehealth Standard 1)

  • 5-8th grade literacy level   Patient instructions facilitate communication and call brevity Assessment questions and home treatment instructions will serve all literacy levels — college-level to low literacy, (AAACN Telehealth Standard 1, 5, 6)

  • All Economic Levels: Originally developed to serve low-income, high risk, multi-cultural populations at a large county Health Center. Home treatment and first aid advice is aimed at low-cost, home treatment, commonly available in the home. Recommendations for chronic illness include free self-help and support groups.

  • Access — Round -the -Clock Design supports 24/7/365 patient access policy — not just office hours.  (AAACN Telehealth Standard 1)

    • Adapted from American Academy of Ambulatory Nurses Telehealth Standards, 2018‍ ‍

Telehealth Nursing

Protocol & Guideline Description

Remote medical diagnosis and estimating symptom/patient acuity are not synonymous. 

  • ON Site Diagnosis:  requires physical examination and testing to identify the cause of an illness by  

  • ON Site Triage: requires preliminary assessment of symptomatic patients to determine the urgency of their need for treatment and the timing and nature of treatment required. requires the  sorting of patients — in person.

REMOTE NURSE TRIAGE requires clinicians to assess and sort symptomatic patients according to their combined symptom and patient acuity to determine the need for additional on-site evaluation, testing or treatment. Telehealth nursing requires clinically-informed estimates and decisions about when, where, why and whether symptomatic patients require additional on-site evaluation and treatment.

  • Updated Remote Nurse Triage References: Remote Nurse Triage 5-Level Flow Chart, Triage QA Audit, Clinical Training & Safety Research

    Checklists – Five standardized screening checklists help to rule out -- and to rule in -- key symptoms to estimate symptom urgency and reduce mistriage (Gawande, 2009; Wachter 2015)


  • 5 –Level Triage Dispositions – insure patient informed consent and continuity, directing patients to where, when, why and whether they should be further evaluated on site. This approach consistently apprises callers of their estimated acuity in terms they understand, and fulfills clinicians’ “Duty to Warn” (Tennenhouse, 1993). Five clearly defined, standardized dispositions — with firm but flexible time frames, access sites and urgency rationale —promote consistent outcomes and support patient compliance..


    All Hours/All Access Sites  ispositions apply 24/7/365; they are not limited to office- or after- hours. Access sites are flexible for all hour options.  Expanded Office, Clinic and Urgent Care Clinic Hours are beginning to proliferate, enhancing patient access and helping to reduce Emergency Department overcrowding.


  • Standards-Based System to reduce common errors: inadequate data collection, miscommunications, cognitive bias and inadequate informed consent and continuity (IOM, 2011, Donabedian, 2003, Patel, 1996, AAACN, 2012)

  •  A Universal Guideline Adapts ACEP symptom acuity categories. Meets Manchester Triage Group triage criteria. The Universal Guideline design has potential to support clinical triage as:

    • 1. a template is a structure for designing a full set of guidelines

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

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

    • 4. 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)

      The Universal Guideline serves both as an “Uber Triage Check List” as well as a Guideline Template for 45 + 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 (Lephrohon, Patel, 1995), 

  • As an integrated system, the guideline design, clinical approach and clinical training increase clinical opportunities to make safe decisions by:

    •  adapting the nursing process to apply to remote nurse triage

    • describing broad patterns to identify high-risk symptoms, plus broad patterns of emergent to non-acute conditions

    •  listing broad categories of high-risk patients — Patient Contextual Patterns

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

    • requiring training for remote clinical decision making.

  • Essential, Unique Features:

  • Evidence-Informed  Standards are derived from Manchester Triage Group, Emergency Medicine, American College of Emergency Physicians, Institute of Medicine, Joint Commission, AAACN, etc.

  • Comprehensive – Address the most common presenting symptoms, from rare, but predictable emergent to common non-acute symptoms –1,500 medical conditions addressed in 45 symptom-based guidelines
    Risk Management Used in several thousand sites since 1995 with no report of errors, omissions or malpractice.
    User's Guide describes how to operate this reference (30 pages)

  • All Ages (Since 1995) Infant-Child (Birth - Six Years), School Age (6 -18 Years), Adult (18+ Years)
    Cost effective Paper-based guidelines are economical; electronic algorithms can be extremely costly

  • TeleTriage Systems welcomes EBM research on safety and reliability of the Universal Guideline

----Telehealth Nursing ---- An Evolving Specialty

----Telehealth Nursing ---- An Evolving Specialty

Nurse Designed & Developed Triage Guidelines & Protocols

Front-line remote triage nurses are intimately aware of the challenges of this fast-paced work. They well understand the need for a design that integrates the nursing process, is user-friendly, streamlined but thorough triage reference - a Universal Guideline Template.

In 1995, a Task Force of 23 expert-level nurses with three Physician-reviewers completed development of the first age-based, 5-Level Triage Acuity Decision-Support Guidelines for Pre-Hospital or Remote Triage. Ms. Wheeler serves as Editor- in- Chief. The process took two years. Published successively by Aspen and McGraw-Hill, last TeleTriage Systems updated the Adult and School Age versions in 2017. The complete age-based set are a basic resource for any remote triage setting. The multi-purpose Universal Guideline serves as a reference for a Template design,

Ms. Wheeler’s unique triage design is grounded in the nursing process, modified for remote nurse triage. The first step of the nursing process — assessment, is crucial to the task of remote triage. To get a mental image, clinicians must elicit adequate information about symptoms — the chief complaint, and the patient history — past and recent. Both categories of information promote pattern recognition and context —essential to the task of estimating symptom and patient acuity.. Additional unique features include:

  • Unique 30-page Protocol Users Guide will orient new users to the guideline process, design and supporting system components (training, documentation form, process work flow, performance review). Both process and content are transparent and streamlined — easy to use- and new user confidence

  • Robust assessment tools standardized screening checklists Acronyms to capture Symptom and Patient Past and recent medical history, alerts and prompts

  • Explicit, flexible dispositions for 5-level triage support clinical decision making and inform patients when, where, why and whether they require further evaluation on-site. The guidelines enhance patient compliance by describing a time frame, a venue and an estimated risk level in concrete terms — constituting a plan going forward. Explicit instructions promote Patient Informed Consent and the Duty to Warn.

  • Essential patient instructions include first aid and/or or home treatment (5th to 8th grade literacy level) for patients to carry out. Follow up instructions include time frames for patients to call back for worsening or changing symptoms. Clinical training include mandatory follow up statement. First aid and home treatment instructions written in cookbook style expedite the process for nurses, and simplify it for patients to comprehend and carry out.

Unique and innovative, these guidelines help to streamline encounters and decision-making, reducing recurrent error, improving communications, promoting patient informed consent and enhancing continuity of care.

Aspen Publishers initially published in paper, the three-volume set of guidelines in a three-ring binder with tabs (now out of print). MrGraw-Hill published the bound version for a period of time. TeleTriage Systems now publishes the three paper volumes distributed through Amazon..

Telephone Triage Protocols or Guidelines Free Downloads

TeleTriage Systems Copyright Statement

Copyright 1993 -2025 by Sheila Wheeler and TeleTriage Systems Publishers.  All Rights Reserved.  This book is 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 the publisher, except for brief quotations embodied in critical articles and reviews. For Information and permissions, write to Sheila Wheeler 44 Madrone Ave, San Anselmo, CA 94960 or contact her by phone 415 453 8382