Recurring concern

Unreliable documentation of clinical triage decisions and advice

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First reported 6 Apr 2016•Latest report 19 Mar 2025

Definition

What this concern includes

Includes failures within a clinical triage process to record calls, advice, discussions, decisions, rationale, actions or outcomes, including triage-team calls and Single Point of Access triage meetings, where missing or inadequate documentation can impair subsequent clinical decision-making or continuity of care.

Not included

  • Excludes generic clinical or care-record deficiencies where the undocumented material is not part of a clinical triage process.
  • Excludes failures in the quality of triage decisions, urgency recognition or escalation when the triage documentation itself is not deficient.
  • Excludes documentation of non-clinical calls, administrative enquiries or unrelated operational processes.
  • Excludes failures limited to communicating or implementing a triage decision after the decision and its rationale were reliably documented.
Reports
9

Distinct published reports

Individual concerns
11

A report can raise multiple concerns

Date range
2016–2025

First to latest report issue date

Stated actions
6

Described in published responses

Reports over time

Reports over time

Reports about this concern issued each year.

* 2026 is projected from reports observed to 7 Sep 2026.

Most frequent recipients

Most frequent recipients

Reports about this concern sent to each recipient.

London Ambulance Service NHS Trust2
North East London NHS Foundation Trust2
Barts Health NHS Trust1
Betsi Cadwaladr University LHB1
Birmingham and Solihull Mental Health NHS Foundation Trust1
Care UK1
Department of Health and Social Care1
Health Services Safety Investigations Body1
Hereford Medical Group1
HM Prison and Probation Service1
Pentonville Prison1
Royal College of Emergency Medicine1
Tees, Esk and Wear Valleys NHS Foundation Trust1

Concerns and responses across reports

Only concerns grouped under this recurring concern are included. Select any concern, action or position to view the source wording.

  1. North Wales (East and Central)

    AI-generated summary

    Leanne Marie Carroll · Prevention of Future Deaths report

    This summary was generated using AI from the published report. Please read the original report for the complete account.

    Report summary

    Leanne Marie Carroll, aged 27, died on 29 June 2024 after excessive consumption of prescribed and non-prescribed medications. She had experienced anxiety and deteriorating OCD following the birth of her first child and had been referred to mental health support, but not to the Perinatal Mental Health Service. The report raises concerns about inadequate awareness and staffing of that service and the lack of written records of Single Point of Access discussions and decisions.

    Read the report on judiciary.uk

    Source evidence

    How this individual concern was interpreted

    PFD Monitor created a concise, searchable interpretation from the report wording shown below.

    PFD Monitor interpretation

    Failure to document Single Point of Access triage discussions, decisions and actions in patient health records

    Wider context from the report

    “3. The Single Point of Access meetings which occur on a daily basis by way of triaging referrals do not provide written records of the discussions had and decisions made. This means that there is no written justification for decisions made or written actions and therefore these discussions and decisions do not form part of any health record for the patient which would be relevant to the overall management of the patient. ”

    Source location

    Leanne Marie Carroll · Prevention of Future Deaths report
    Page 2 · concerns

    Open source report

    Source evidence

    How this individual concern was interpreted

    PFD Monitor created a concise, searchable interpretation from the report wording shown below.

    PFD Monitor interpretation

    Failure to document Single Point of Access meeting records and decisions

    Wider context from the report

    “4. I am concerned that deaths will occur into the future as awareness of the Service is not at all adequate to health professionals, the Service is not adequately staffed and records of meetings and decisions made in the Single Point of Access are not documented. ”

    Source location

    Leanne Marie Carroll · Prevention of Future Deaths report
    Page 2 · concerns

    Open source report

    Source evidence

    How this respondent action was interpreted

    PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

    PFD Monitor interpretation

    Implement the SPOAA Referral Checklist across the division for all SPOAA meetings.

    Verbatim wording from the response

    “As an outcome of the inquest and subsequent notice, we have identified that consistency across the whole division is required in terms of the documentation used to record the summary and outcome of SPOAA Meetings.”

    Source location

    Response from BCUHB
    Page 3 · response
    Published 26 March 2025

    Open published response
  2. Herefordshire

    AI-generated summary

    Ronald Leslie HARRIS · Prevention of Future Deaths report

    This summary was generated using AI from the published report. Please read the original report for the complete account.

    Report summary

    Ronald Leslie Harris’s family contacted the practice in April 2023 about worsening mental health difficulties and requested further help, but a routine appointment was offered with a stated 4–6 week wait and no follow-up call was made. He died by suicide on 5 June 2023. Concerns included incomplete triage documentation, failure to make the requested call, and the triage doctor’s lack of awareness of the waiting time and the telephone-call transcript; a review of mental-health triage protocols was noted, but no revised protocol had been advised by the inquest.

    Read the report on judiciary.uk

    Source evidence

    How this individual concern was interpreted

    PFD Monitor created a concise, searchable interpretation from the report wording shown below.

    PFD Monitor interpretation

    Incomplete triage documentation

    Wider context from the report

    “(1) Triage documentation was not fully completed. ”

    Source location

    Ronald Leslie HARRIS · Prevention of Future Deaths report
    Page 2 · concerns

    Open source report
  3. County Durham and Darlington

    AI-generated summary

    Nicholas James STOUT · Prevention of Future Deaths report

    This summary was generated using AI from the published report. Please read the original report for the complete account.

    Report summary

    Nicholas “Nicky” Stout died at Darlington Memorial Hospital on 26 July 2021 after consuming a large quantity of cocaine, with acute cocaine toxicity and coronary artery atheroma recorded as factors. The report raised concerns about delays in mental health crisis assessment, incomplete crisis-team triage tools, safeguarding referrals for children, and the absence or incomplete use of safety plans.

    Read the report on judiciary.uk

    Source evidence

    How this individual concern was interpreted

    PFD Monitor created a concise, searchable interpretation from the report wording shown below.

    PFD Monitor interpretation

    Failure to complete the Triage Tool at every Crisis Team contact

    Wider context from the report

    “2. The Triage Tool was explained in evidence to be essential in ensuring the patient received the correct treatment/service and is to be undertaken every time a patient contacts the Crisis Team. I was informed there was an aspiration to achieve a completion of the Triage Tool every time, but it is not being completed on every occasion. It is of concern that such a key document which identifies risk, care and other matters is not completed on every occasion as it is mandated to be done. ”

    Source location

    Nicholas James STOUT · Prevention of Future Deaths report
    Page 2 · concerns

    Open source report

    Source evidence

    How this respondent action was interpreted

    PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

    PFD Monitor interpretation

    Embed the national triage tool through practitioner induction, staff education, and trained senior-practitioner completion of triages.

    Verbatim wording from the response

    “In evidence, HMC heard evidence from ████████ that development work had been undertaken in the Durham and Darlington area in relation to the triage tool assessment process and staff development.”

    Source location

    Response from Tees Esk and Wear Valleys NHS Foundation Trust
    Page 3 · response
    Published 6 September 2023

    Open published response

    Source evidence

    How this respondent action was interpreted

    PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

    PFD Monitor interpretation

    Audit triage-tool use and documentation monthly through QA5 and review compliance in clinical supervision and quality-assurance processes.

    Verbatim wording from the response

    “████████ confirmed that a monthly audit was undertaken to monitor the use of the triage tool, as well as case management supervision with clinicians, reviewing that this had been completed. Supervision is carried out on a quarterly basis in line with the Trust Supervision Policy. As part of the development work, discussions were held with all staff within supervision regarding the use of the tool and triage documentation.”

    Source location

    Response from Tees Esk and Wear Valleys NHS Foundation Trust
    Page 3 · response
    Published 6 September 2023

    Open published response

    Source evidence

    How this respondent action was interpreted

    PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

    PFD Monitor interpretation

    Induct current and new crisis-team practitioners in crisis processes, triage-tool use and the rationale for senior-practitioner triage.

    Verbatim wording from the response

    “In evidence, HMC heard evidence from ████████ that development work had been undertaken in the Durham and Darlington area in relation to the triage tool assessment process and staff development.”

    Source location

    Response from Tees, Esk and Wear Valleys NHS Foundation Trust 2
    Page 3 · response
    Published 6 September 2023

    Open published response

    Source evidence

    How this respondent action was interpreted

    PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

    PFD Monitor interpretation

    Audit crisis-team triage-tool completion and quality monthly through QA5 and reinforce compliance through clinician supervision.

    Verbatim wording from the response

    “████████ confirmed that a monthly audit was undertaken to monitor the use of the triage tool, as well as case management supervision with clinicians, reviewing that this had been completed. Supervision is carried out on a quarterly basis in line with the Trust Supervision Policy. As part of the development work, discussions were held with all staff within supervision regarding the use of the tool and triage documentation.”

    Source location

    Response from Tees, Esk and Wear Valleys NHS Foundation Trust 2
    Page 3 · response
    Published 6 September 2023

    Open published response

    Source evidence

    How this respondent position was interpreted

    PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

    PFD Monitor interpretation

    Immediate emergency responses are requested through 999 emergency services in line with national guidance.

    Verbatim wording from the response

    “For all new patients and those individuals not open to other secondary mental health services, the UK national triage tool is undertaken to initially triage and assess the patient and to agree the priority of assessment. This is in line with national standards set out by NHS England. The clinician carrying out the triage assessment will develop a safety plan, in discussion with the patient and their family/carer, to ensure the patient is safely supported until the crisis assessment takes place. If an immediate response is required due to an imminent safety or wellbeing concern this would be requested through 999 emergency services in line with national guidance.”

    Source location

    Response from Tees, Esk and Wear Valleys NHS Foundation Trust 2
    Page 2 · response
    Published 6 September 2023

    Open published response
  4. East London

    AI-generated summary

    Mr Paul Sartori · Prevention of Future Deaths report

    This summary was generated using AI from the published report. Please read the original report for the complete account.

    Report summary

    Paul Sartori sought emergency medical assistance for chest pain on 24 October 2019, was directed from A&E to an urgent care centre, diagnosed with costochondritis, and later died at home on 27 October 2019 after becoming unresponsive. A post-mortem examination found a ruptured dissecting aortic aneurysm. The report raised systemic concerns about awareness and diagnosis of aortic dissection in emergency departments, including the adequacy of current guidance and risk-scoring tools.

    Read the report on judiciary.uk

    Source evidence

    How this individual concern was interpreted

    PFD Monitor created a concise, searchable interpretation from the report wording shown below.

    PFD Monitor interpretation

    Failure to document the decision-making process and rationale for redirecting patients from A&E

    Wider context from the report

    “2. The nurse making the decision to re-direct Mr Sartori from A&E did not record a full set of observations, to include a pain score, prior to diverting Mr Sartori from the A & E department. The nurse did not document her decision making process and rationale for redirecting Mr Sartori from A&E. ”

    Source location

    Mr Paul Sartori · Prevention of Future Deaths report
    Page 2 · concerns

    Open source report

    Source evidence

    How this respondent action was interpreted

    PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

    PFD Monitor interpretation

    Add vital signs, pain score and diversion-decision rationale to ambulance pre-arrival documentation at Whipps Cross, with random manual auditing.

    Verbatim wording from the response

    “Regarding the second matter of concern Whipps Cross will ensure that the pre-arrival documentation made on CRS when ambulances arrive includes documentation supporting any decision to divert the patient to the Urgent Care Centre. This will include vital signs observations and pain score and will be implemented by 15th June. A process to do this at other Barts Health Emergency Departments is already in place.”

    Source location

    2021-0123-Response-from-Royal-London-Hospital-Redacted
    Page 2 · response
    Published 29 April 2021

    Open published response

    Source evidence

    How this respondent position was interpreted

    PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

    PFD Monitor interpretation

    Existing documentation processes at other Barts Health Emergency Departments are considered sufficient for recording decisions to divert patients.

    Verbatim wording from the response

    “Regarding the second matter of concern Whipps Cross will ensure that the pre-arrival documentation made on CRS when ambulances arrive includes documentation supporting any decision to divert the patient to the Urgent Care Centre. This will include vital signs observations and pain score and will be implemented by 15th June. A process to do this at other Barts Health Emergency Departments is already in place.”

    Source location

    2021-0123-Response-from-Royal-London-Hospital-Redacted
    Page 2 · response
    Published 29 April 2021

    Open published response
  5. East London

    AI-generated summary

    Lee Leslie Carpenter · Prevention of Future Deaths report

    This summary was generated using AI from the published report. Please read the original report for the complete account.

    Report summary

    Lee Leslie Carpenter took his own life on 1 October 2019 after being referred by his GP to mental health services for an urgent review. Concerns included the referral being triaged as non-urgent without a documented rationale or discussion with Mr Carpenter or the GP, a lack of robust risk assessment, care planning and medication review, and the absence of a response when the Home Treatment Team visited his home on the day of his death. The report also identified no system for clearly documenting important clinical triage decisions or identifying the staff member responsible.

    Read the report on judiciary.uk

    Source evidence

    How this individual concern was interpreted

    PFD Monitor created a concise, searchable interpretation from the report wording shown below.

    PFD Monitor interpretation

    Failure to document important clinical decisions and rationale in the triage of GP referrals

    Wider context from the report

    “The matter of concern during the course of the Inquest, was that a GP had made a referral to the mental health team requesting an urgent review of Mr Carpenter. This was sent on the 9th August 2019 to the Havering Access Assessment and Brief Intervention Team. The referral was received on the same date and appears to have been triaged for a non-urgent response. The decision determining the non-urgent response was not documented. There was no documented rationale for overriding the GP’s request for an urgent review. There was no discussion with the patient or the GP before the decision to downgrade the urgency. The member of staff who made the decision was not identified within the medical records. The first telephone assessment of Mr Carpenter did not take place until the 23rd August 2019. As at the date of the Inquest, there is no system in place within the Trust for important clinical decision relating to the triage of GP referrals to be clearly documented within patient records and for the member of staff making the decision, to be clearly identified and accountable. ”

    Source location

    Lee Leslie Carpenter · Prevention of Future Deaths report
    Page 1 · concerns

    Open source report

    Source evidence

    How this individual concern was interpreted

    PFD Monitor created a concise, searchable interpretation from the report wording shown below.

    PFD Monitor interpretation

    Failure to identify and make accountable the staff member making GP referral triage decisions

    Wider context from the report

    “The matter of concern during the course of the Inquest, was that a GP had made a referral to the mental health team requesting an urgent review of Mr Carpenter. This was sent on the 9th August 2019 to the Havering Access Assessment and Brief Intervention Team. The referral was received on the same date and appears to have been triaged for a non-urgent response. The decision determining the non-urgent response was not documented. There was no documented rationale for overriding the GP’s request for an urgent review. There was no discussion with the patient or the GP before the decision to downgrade the urgency. The member of staff who made the decision was not identified within the medical records. The first telephone assessment of Mr Carpenter did not take place until the 23rd August 2019. As at the date of the Inquest, there is no system in place within the Trust for important clinical decision relating to the triage of GP referrals to be clearly documented within patient records and for the member of staff making the decision, to be clearly identified and accountable. ”

    Source location

    Lee Leslie Carpenter · Prevention of Future Deaths report
    Page 1 · concerns

    Open source report
  6. Manchester South

    AI-generated summary

    Caspian Thorn · Prevention of Future Deaths report

    This summary was generated using AI from the published report. Please read the original report for the complete account.

    Report summary

    Caspian Thorn was born with significant brain damage after chronic placental insufficiency and died in hospital on 29 September 2018 after developing a gram-negative hospital-acquired infection and sepsis. The concerns included failure to offer induction or follow up a missed growth scan, poor communication and support for a vulnerable family, undocumented triage calls, inadequate documentation of decision-making, delayed recognition of a pathological CTG, and delayed recognition of signs of sepsis.

    Read the report on judiciary.uk

    Source evidence

    How this individual concern was interpreted

    PFD Monitor created a concise, searchable interpretation from the report wording shown below.

    PFD Monitor interpretation

    Failure to document triage calls and advice

    Wider context from the report

    “3. There had been two undocumented calls to triage on the morning of 24th September 2018. The inquest heard that when staff were busy on the triage team calls and advice were not always documented; ”

    Source location

    Caspian Thorn · Prevention of Future Deaths report
    Page 2 · concerns

    Open source report
  7. Warwickshire

    AI-generated summary

    Greg HUTCHINS · Prevention of Future Deaths report

    This summary was generated using AI from the published report. Please read the original report for the complete account.

    Report summary

    Greg HUTCHINS committed suicide on 28 August 2017 in a hotel room after suffocating himself with a plastic bag and helium. Concerns included the lack of recollection and contemporaneous or subsequent records of a telephone triage, no update in the RIO system, uncertainty about the triage’s purpose, and limited rapid information sharing for people from outside the Birmingham area.

    Read the report on judiciary.uk

    Source evidence

    How this individual concern was interpreted

    PFD Monitor created a concise, searchable interpretation from the report wording shown below.

    PFD Monitor interpretation

    Lack of subsequent notes of telephone triage

    Wider context from the report

    “(1) the staff member who conducted the telephone triage had no recollection of the triage whatsoever (2) no contemporaneous of the triage were made (3) no subsequent notes were made of the triage (4) no update regarding the triage was made in RIO system (5) the purpose of the telephone triage was unclear – it was described as not being a mental health assessment (6) Mr Hutchins was from outside the Birmingham area and I heard evidence that no national system exists for rapid information sharing ”

    Source location

    Greg HUTCHINS · Prevention of Future Deaths report
    Page 1 · concerns

    Open source report
  8. Inner North London

    AI-generated summary

    Samuel Rodney Darren BLAIR · Prevention of Future Deaths report

    This summary was generated using AI from the published report. Please read the original report for the complete account.

    Report summary

    Rodney Blair, who had a history of paranoid schizophrenia, alcohol dependency, multiple drug use and depression, was remanded in custody at HM Prison Pentonville and was found hanging in his cell on 2 August 2015. The inquest concluded that his death was suicide, with several contributing factors. Concerns included gaps in assessment and management of his mental health and antidepressant treatment, and delays and procedural issues in the prison emergency response.

    Read the report on judiciary.uk

    Source evidence

    How this individual concern was interpreted

    PFD Monitor created a concise, searchable interpretation from the report wording shown below.

    PFD Monitor interpretation

    Failure to record assessment of mood and suicidal thoughts during prison triage

    Wider context from the report

    “1. Although the assistant psychologist who triaged Mr Blair in prison on 2 July 2015 asked him about his alcohol dependency, she did not ask him about drug use, nor did she record asking him about his mood or any suicidal thoughts. ”

    Source location

    Samuel Rodney Darren BLAIR · Prevention of Future Deaths report
    Page 2 · concerns

    Open source report

    Source evidence

    How this respondent position was interpreted

    PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

    PFD Monitor interpretation

    Concerns 2, 3 and 4 relate to BEH-MHT services rather than the services addressed by this response.

    Verbatim wording from the response

    “Response: We refer you to the response provided by BEH-MHT as these concerns are relating to their services rather than the services of Care UK.”

    Source location

    2016-0196-Response-by-Care-Uk
    Page 1 · response
    Published 19 May 2016

    Open published response
  9. South London

    AI-generated summary

    Monica Elaine Lewis-Hinds · Prevention of Future Deaths report

    This summary was generated using AI from the published report. Please read the original report for the complete account.

    Report summary

    Monica Elaine Lewis-Hinds suffered a seizure at home after midnight on 16 January 2015 and later suffered a further seizure that led to asphyxia, cardiac arrest and death. The concern was that the ambulance call handler did not ascertain the type of seizure, delaying the response, and that the London Ambulance Service triage protocol did not require this question to be asked in all cases.

    Read the report on judiciary.uk

    Source evidence

    How this individual concern was interpreted

    PFD Monitor created a concise, searchable interpretation from the report wording shown below.

    PFD Monitor interpretation

    Failure to proactively ask and record the type of fit during triage calls

    Wider context from the report

    “The protocol used by the London Ambulance Service for triage calls includes a question about the type of fit, but the question is not posed by the call handler to the caller, and the section is only completed if the caller offers the information. In view of the potential consequences for the patient, this part of the protocol may require amendment, so that the question is put pre-emptively in all cases. ”

    Source location

    Monica Elaine Lewis-Hinds · Prevention of Future Deaths report
    Page 1 · concerns

    Open source report
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Data last updated 7 September 2026