Templates
Medical
Mental Health Triage Assessment Form
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Mental Health Triage Assessment Form

1
Collect patient details
2
Verify patient identity
3
Conduct a brief mental health history
4
Conduct a risk assessment
5
Evaluate patient's current mental state
6
Evalute patient's physical health history
7
Determine patient's support system
8
Assess patient's level of distress
9
Evaluate significant life changes or stressors
10
Identify presence of suicidal or homicidal thoughts
11
Conduct substance and alcohol misuse screen
12
Document findings
13
Approval: Clinician
14
Assign patient to appropriate level of care
15
Communicate assessment findings to relevant healthcare team
16
If required, refer patient to specialist resources
17
Develop and discuss follow-up plan with patient
18
Confidentially store the completed Mental Health Triage Assessment form
19
Sign and date the assessment form
20
Close and archive patient's file