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.

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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.

Sean Seabourne
17 Dec 2013 · Worcestershire
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
15 Feb 2016 · Surrey
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
15 Aug 2016 · Avon
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
25 Oct 2016 · London Inner (South)
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
12 Sep 2018 · Warwickshire
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
28 Dec 2018 · Manchester (North)
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
18 Dec 2018 · Isle of Wight
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
28 Oct 2020 · Cornwall and the Isles of Scilly
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
· Nottingham City and Nottinghamshire
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
05 Sep 2022 · Inner North London
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
14 Sep 2023 · Hampshire, Portsmouth and Southampton
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
17 Oct 2024 · Manchester South
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
10 Jan 2025 · Berkshire
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
21 Feb 2025 · South London
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
17 Feb 2026 · Bedfordshire and Luton
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
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