Poor mental health triage record-keeping
Lack of comprehensive written records for triage decisions in mental health services, leading to gaps in accountability.
37 items
8 sources
Source spread
Where this theme appears
Poor mental health triage record-keeping has been flagged across 8 independent accountability sources:
15 PFD reports
1 committee rec
2 CQC actions
5 PPO recs
2 IOPC recs
2 IMB recs
2 PHSO decisions
8 LGO/SPSO decisions
When the same issue appears across inquiries, coroner reports, and regulators independently, it indicates a recurring issue across the public record.
Browse by source
Source-grouped records are useful for tracing where a concern came from. Large sections show the 50 strongest matches for that source; counts still show the full theme total.
PFD Reports (15)
Sean Seabourne
Concerns: Systemic communication failures and unclear roles between mental health teams led to an urgent referral for a high-risk patient with suicide plans not being acted upon, preventing a crucial face-to-face assessment.
Overdue
Adam Withers
Concerns: Psychiatric nursing staff failed to sufficiently record patient observations and interactions, lacking understanding of their importance, and made unlabelled retrospective entries after death, compromising patient assessment and care.
Response (Department of Health): The Department of Health states that original paper records should not be destroyed after a patient's death where the death may be subject to investigation. They state that the NHS …
Response (Adam WITHERS): The Trust has instigated work to improve the quality of engagement with adult inpatient services using a process of purposeful engagement and revised their Observation Policy to include clearer guidance …
Response (CQC): This is a joint strategic statement from NHS Improvement and the CQC about working together to ensure financial rigour while improving quality outcomes for patients. It describes how the two …
Responded
Oliver Ford
Concerns: The telephone triage process lacked a robust risk assessment, and any assessments were often undocumented. Insufficient PCLS weekend cover led to crucial follow-up delays for patients triaged on Fridays.
Response (Avon and Wiltshire NHS Trust): The telephone triage process now includes the access trigger tool, which assesses risk. There are now two clinicians on duty at PCLS until 8pm Monday to Friday, and the clinicians …
Responded
Richard Walsh
Concerns: There were failures in communication between custodial and health professionals regarding the deceased's risks and needs, with crucial information being lost as he moved through different services; there was a lack of a national process for sharing mental health assessment information.
Response (Virgin Care Limited): Virgin Care has implemented a process to ensure colleagues have completed ACCT awareness training and are aware of PSI 1700 upon starting at HMP High Down, with annual refresher training. …
Response (Department of Health): The Department of Health has brought concerns regarding AMHP training to the attention of the HCPC, which sets criteria and approves training programs. Responsibility for AMHP training is due to …
Response (Health Care Professions Council): The Health Care Professions Council (HCPC) states that its existing criteria for AMHP training programs are appropriate and that individuals completing training have acquired the necessary skills in carrying out …
Response (Hampshire County Council): Hampshire County Council and Portsmouth City Council have taken several actions, including reviewing AMHP practices, providing additional training, commissioning audits, and reviewing policies. The HCPC reviewed documentation and closed the …
Responded
Greg Hutchins
Concerns: Mental health telephone triage was undocumented and unrecorded, with no system for rapid information sharing for out-of-area patients, indicating significant gaps in record-keeping and inter-area communication.
Overdue
Gregory Rewkowski
Concerns: The coroner notes practical difficulties for nurses raising welfare concerns on an acute ward, unclear reasons for the clinical lead's inaction, failure to escalate to a senior manager, restrictions on ward telephones, limited NWAS investigation, and concerns about police handling of Section 136 cases.
Response (Pennine Care NHS Trust): Pennine Care NHS Trust has increased staffing levels, issued a memo to staff for greater awareness of the requirement to seek support from On-Call managers, and are planning to update …
Response (Greater Manchester Police): Greater Manchester Police will participate in a task and finish group and is represented at senior level on the GM Health and Justice Operational Delivery Group and the Greater Manchester …
Response (GMCA): The partnership has developed a pan-GM protocol for response to mental health crisis, aiming for a common understanding of roles and responsibilities, a shared view of risk, and improved communication.
Responded
Natalie Hunter
Concerns: The Isle of Wight NHS Trust frequently fails to provide timely discharge summaries to GPs, hindering continuous patient care, especially for mental health needs. Additionally, underfunding has led to inadequate out-of-hours mental health staffing.
Overdue
Darrell Sharples
Concerns: A mental health clinician conducting telephone triage was unfamiliar with key Trust policies and guidance, resulting in an inadequate assessment of a high-risk patient.
Response (Cornwall Partnership NHS Foundation Trust): The Trust has introduced a 24-hour response telephone line and is developing an Initial Response Service (single point of access for people presenting with mental distress). All new staff members …
Response (Devon and Cornwall Police and Kernow NHS Clinical Commissioning Group): A former Police Superintendent has been recruited as Mental Health Liaison Officer. A trigger process to identify escalating risk in adults has been launched, including a more focused letter to …
Response (Further response and update from Cornwall Partnership NHS Foundation Trust): The Trust launched the Initial Response Service as a single point of access for people in mental distress. A standardised triage tool has been developed for adult mental health services …
Responded
Keith Nottle
Concerns: Mental health crisis triage bypasses specialist assessment, relying on telephone workers' limited judgment. There was a lack of care coordination for complex patients and unclear multi-disciplinary team decision-making.
Response (Turning Point): Turning Point has reviewed and refreshed helpline worker roles, agreed a Standard Operating Procedure (SOP) with Nottinghamshire Healthcare Trust, ensured staff familiarity with the SOP, introduced additional monitoring and audits, …
Response (NHS Nottinghamshire Healthcare): Nottinghamshire Healthcare is undertaking a comprehensive review of its Crisis Resolution and Home Treatment service, which is currently underway and will lead to an improvement plan by 30 November 2022.
Responded
Demet Akcicek
Concerns: A mental health duty worker failed to escalate a patient's severe distress, omitted their case from multi-disciplinary team discussion, and made inadequate notes, with no clear trust-level actions to prevent future recurrences.
Response (Camden and Islington NHS Foundation Trust): The CDAT team has updated its Operational Policy and implemented a daily duty sheet/tracker to ensure appropriate follow-up for all issues logged, which is checked daily by the senior on …
Responded
Jack Farrington
Concerns: Fragmented electronic medical record systems prevent timely access to patient history across NHS trusts, impacting clinical decision-making. Handover records are not consistently integrated into electronic systems, and some records remain paper-based.
Response (Solent NHS Trust): Solent NHS Trust is working to transfer the nursing handover from a Word document onto SystmOne, with staff to be trained in its use by the end of January 2024; …
Response (Portsmouth Hospitals University NHS Trust): Portsmouth Hospitals University NHS Trust has updated its Mental Health Liaison Policy and associated training to ensure a structured handover process for patients arriving at the Emergency Department under the …
Overdue
Leslie Swindells
Concerns: Critical failures included mental health assistant practitioners having limited training and supervision, inadequate call screening by agency staff, and reliance on telephone assessments, compromising patient risk assessment.
Response (GTD Healthcare): GTD Healthcare has implemented changes to the standard templates used by Assistant Practitioners and provided hard copies to clinicians for use during IT issues. They have also implemented safeguards to …
Response (Department of Health and Social Care): The DHSC acknowledges the concerns, states they fall under the provider's remit, and notes that NHS England and the CQC have been contacted to address them. It provides context on …
Responded
Jan Raciborski
Concerns: The consistent failure to document risk assessments in contact records hinders information sharing, impedes investigations into deaths, and risks obscuring future threats to life.
Response (Oxford Health NHS Foundation Trust): Oxford Health NHS Foundation Trust shared the report with senior colleagues and the Patient Safety team, and the team manager attended court to hear the evidence, with action to be …
Responded
Paul Dunne
Concerns: Mental health professionals exhibited significant gaps in risk assessment judgment, mental health staff failed to follow A&E policies, and incompatible electronic record systems prevented crucial information sharing between departments.
Response (NHS England): NHS England is committed to improving Electronic Patient Records (EPRs) across all NHS Trusts and has provided funding to ensure all NHS Trusts have an EPR implemented. An updated MHLT …
Response (CQC): CQC acknowledges the concerns raised, and states how they will be reviewed via their internal Specific Incidents Guidance (SIG) and that they will continue to monitor the trusts in line …
Overdue
Edward Hands
Concerns: Confusion and differing policies between prison and healthcare staff regarding prisoners under the influence led to inadequate observation, failed recognition of clinical deterioration, and delayed medical assessment.
Response (Northamptonshire Healthcare NHS Foundation Trust): • A common, local protocol for managing those suspected to be under the influence of illicit substances (UTI) at HMP Bedford has been agreed and implemented with the Prison Governor …
Response (HM Prison Probation Service): • HMP Bedford and NHFT carried out a joint review of the UTI policies and protocols in place, resulting in the removal of any previous conflicting guidance and implementation of …
Responded
CQC Inspection Actions (2)
Sunnyside
Further improvement was required in the level of detail, particularly around what action staff had taken to de-escalate people's behaviour prior to the use of medication. Furthermore, no analysis of incidents had occurred in order to identify any potential trends …
Should Do
Verve Health
The service must ensure that observation records indicate the level of observation and reasoning for levels of observation.
Must Do
PPO Death in Custody Recommendations (5)
The Head of Healthcare at The Mount
The Head of Healthcare at The Mount should ensure that the reasons for mental health referrals are clearly documented so that staff can assess any potential risks.
The Head of Healthcare
The Head of Healthcare should ensure that prisoners who need mental health support receive a full mental health assessment to determine if they need individual therapeutic intervention.
The Head of Healthcare
The Head of Healthcare should: • review the mental health referral and triage process to ensure that assessments are based on all available information; and • ensure that prison staff are involved in case discussions when they report concerns about …
The Head of Healthcare
The Head of Healthcare should ensure that mental health assessments are updated when there are changes in a prisoner’s clinical presentation and circumstances.
The Head of Healthcare
The Head of Healthcare should ensure that mental health staff consider the results of previous mental health assessments when completing the initial mental health assessment.
IOPC Learning Recommendations (2)
Recommendations - Northumbria Police, July 2024
The IOPC recommends that Northumbria Police provides guidance to the Street Triage Team (STT) around the importance of considering the particular circumstances faced by frontline officers when attending an incident, when making a decision about how best to resolve a …
Recommendation - Sussex Police, January 2025
The IOPC recommends that Sussex Police update its call-handling training and guidance to include clear direction on when Contact Officers should seek specialist medical advice or support, particularly in cases where a sudden death is suspected. This follows an IOPC …
IMB Recommendations (2)
Exeter (2020)
Will the Secretary of State exert influence with colleagues to improve the transfer arrangements for those with severe mental health issues, to an environment more suitable to meet their mental health needs? The Board remains concerned about the difficulties encountered in transferring prisoners with severe mental health issues, often held in the segregation unit, to an environment where they can …
Ministry of Justice
Elmley (2020)
The Board would ask the minister to review the effectiveness of the Criminal Justice Liaison and Diversion Service (CJLADS), given the number of prisoners that arrive at the establishment with a mental health diagnosis. Is the scheme working as it was designed to do, and is it properly resourced?
Ministry of Justice
PHSO Casework Decisions (2)
P-004151 — Norfolk and Suffolk NHS Foundation Trust
Mrs Y complains about the mental health care provided to her late daughter Ms B, by the Norfolk and Suffolk NHS Foundation Trust. Specifically, she complains about a lack of communication, poor risk management and record keeping, poor care plan management, an incorrect diagnosis, and unwarranted medication changes.
NHS in England
Partly Upheld
Oct 2025
P-004260 — Oxford Health NHS Foundation Trust
Dr J complains that a mental health nurse from the Trust gave incorrect advice to the police, who had attended her home following a 999 call.
NHS in England
Nov 2025
LGO / SPSO Decisions (8)
PSOW-201903330 — Cwm Taf Morgannwg University Health Board
Ms C complained about her daughter, H’s, management and care by Cwm Taf Morgannwg University Health Board’s “(the First Health Board’s”) Child and Adolescent Mental Health Services (“CAMHS”), including what Ms C felt was an unreasonable delay in diagnosing her daughter’s Borderline Personality Disorder (“BPD”). Ms C also complained about …
PSOW (Public Services Om…
Health
Upheld
Jun 2021
21-009-384d — Rotherham, Doncaster & South Humber NHS Foundation Trust …
Summary: Ms A complained about several organisations involved in her father, Mr D’s care, when his physical health and behaviour deteriorated towards the end of his life. Mr D had dementia. Ms A said failings in Mr D’s care meant his family were distressed by his deterioration. We found fault …
LGO (Local Government & …
Health
Not Upheld
Sep 2022
24-018-535b — Hampshire and Isle of Wight Healthcare NHS Foundation …
Summary: We will not investigate this complaint about the decision to apply for a warrant to gain entry to Miss D’s home and take her to a place of safety to assess her mental health. It is unlikely we would find fault and Miss D had a right of appeal …
LGO (Local Government & …
Health
Jun 2025
24-018-535a — Island City Practice (24 018 535a)
Summary: We will not investigate this complaint about the decision to apply for a warrant to gain entry to Miss D’s home and take her to a place of safety to assess her mental health. It is unlikely we would find fault and Miss D had a right of appeal …
LGO (Local Government & …
Health
Jun 2025
25-000-113b — NHS Cheshire and Merseyside ICB (25 000 113b)
Summary: Ms X complains the Council, Trust and ICB are not providing her with section 117 aftercare support which she is entitled to after being detained under Section 3 of the Mental Health Act 1983. We will not investigate this complaint because we have seen evidence all the organisations have …
LGO (Local Government & …
Health
Jul 2025
25-000-113a — Mersey Care NHS Foundation Trust (FT) (25 000 …
Summary: Ms X complains the Council, Trust and ICB are not providing her with section 117 aftercare support which she is entitled to after being detained under Section 3 of the Mental Health Act 1983. We will not investigate this complaint because we have seen evidence all the organisations have …
LGO (Local Government & …
Health
Jul 2025
24-021-993b — NHS Staffordshire and Stoke-On-Trent ICB (24 021 993b)
Summary: We will not investigate Ms X’s complaint about Staffordshire County Council, North Staffordshire Combined Healthcare NHS Trust and NHS Staffordshire and Stoke-on-Trent Integrated Care Board. She says they ignored her views when it moved her brother, Mr Y, to a care home, which cannot meet his mental health needs. …
LGO (Local Government & …
Health
Apr 2025
24-021-993a — North Staffordshire Combined Health Care NHS Trust (24 …
Summary: We will not investigate Ms X’s complaint about Staffordshire County Council, North Staffordshire Combined Healthcare NHS Trust and NHS Staffordshire and Stoke-on-Trent Integrated Care Board. She says they ignored her views when it moved her brother, Mr Y, to a care home, which cannot meet his mental health needs. …
LGO (Local Government & …
Health
Apr 2025