Professional Documents
Culture Documents
com
Review
Review
Review
Association (ENA) task force has supported the move to a 5-level circumstances and the resources available to treat the patient.
scale in the USA.26 28 Thus, a small child in pain will be relatively more urgent than an
Other countries, or at least individual institutions, have adult as the potential for injury and the difculties in assess-
adopted these scales including the CTAS in Sweden,29 30 ment lead to a higher level of urgency.
Andorra31 and the Netherlands32 and the ESI in Greece.33
However, these scales have been produced in developed countries Triage assessment and decision making
and it is unclear if they can translate to other countries, partic- Attempts to improve the consistency of triage assignments fall
ularly developing countries. While some may consider that these broadly into the following approaches:
scales would have limited applicability in the developing world < The recipe approach in which the assessor uses a combination
owing to training requirements, there is good evidence that, even of assessment elements in a predetermined way. For example,
with minimal training, the ITS is used with adequate reliability the Glasgow Coma Score accumulates various physiological
by nursing staff with a variety of levels of experience.1 parameters into a single measure.
< The dictionary approach in which the assessor uses a prede-
A CONCEPTUAL FRAMEWORK FOR TRIAGE termined agreed outcome to allocate urgency. For example,
The principles of triage myocardial infarct may be listed as level 2 while fractured
The principal purpose of ED triage is to ensure that the patient forearm may be listed as level 3.
receives the level and quality of care appropriate to clinical need < Algorithms which guide the assessor through a decision tree
(clinical justice) and that departmental resources are most based on a series of predetermined questions. Such an
usefully applied (efciency) to this end.1 34 approach is standard in triaging emergency calls to ambulance
Clinical justice is based on the premise that patients dispatch centres.
presenting to EDs have a variety of complaintsdsome very < Red ags are lists of circumstances which raise awareness and
urgent and others relatively not urgent. Clinical justice, including alert. Mechanisms of injury list high impact circumstances
clinical efciency, aims to ensure that the patient receives care which should raise awareness of the potential for serious
appropriate to need and in a timely fashion. injury regardless of physiological abnormalities or anatomical
Triage systems facilitate the initiation of further assessment derangement.
and treatment, comfort and reassurance, documentation of < A global assessment of the patient, while potentially the most
patients and their needs, communication with them and their subjective, combines a myriad of factors derived from the
families regarding the nature of their problem and the process of experience and observations of the assessor into an overall
care likely to follow, initiation of infection control procedures judgement.
and education regarding illness prevention and control. None of these approaches has been shown to be absolutely
Not all patients presenting to EDs require the same level of consistent in the assessment of urgency of any particular
treatment and resources, so a simple head count of patients tells patient. The complex interaction of clinical, social and envi-
little of the mix of complexity. The growing demand for emer- ronmental factors makes it difcult to identify a correct
gency healthcare, access block and associated ED congestion answer in any individual in all circumstances. The process of
adds to the need for a better description of workloads and assessing urgency is complex. Nurses use a wide variety of
relative resource requirements. Organisational efciency is strategies including data collection, hypothesis testing and rating
achieved by applying the resources in a timely and appropriate allocation in making their assessment, thus reecting the
manner, providing information on the diversity of workloads for complexity of the assessment.35
policy, planning and performance management purposes and
providing a means of ensuring quality control, staff support and Assessment scales
research. While these may be achieved by less formal The variety of triage scales demonstrates the difculties inherent
approaches, the principal value of formalised triage systems lies in developing a consistent approach that ts each circumstance,
in the support provided to staff and the ability to compare and different health system, funding arrangements and social
contrast performance over time and with other institutions. circumstances.
The concept of urgency What is a good scale or, more particularly, what is a good
The concept of urgency is central to triage in emergency medi- triage assessment? Criteria used to judge a good scale include
cine. Urgency incorporates concepts of timeliness and is simplicity, feasibility, exibility, meaning, validity and repeat-
different from severity. Urgent conditions may not necessarily ability. Validity includes both construct and outcome validity.
be severe (eg, a dislocated joint), while severe illness (eg, terminal Construct validity addresses the logic of the structure and its
malignancy) may not necessarily be urgent. Both clinical and application and comparison with other measures of relevance
environmental factors contribute to the urgency of any partic- such as other measures of urgency or severity. Outcome validity
ular patient. describes the ability of the measure to accurately predict
Clinical factors include the nature of the illness or injury, the outcomes. Repeatability describes the ability of the assessment
severity and symptoms associated with it, the remediability of to be replicated in similar circumstances by other individuals.
the condition to successful intervention and the potential Triage scales in use throughout the world have three elements:
impact of time on the outcome. Thus, a dislocated knee joint the number of categories in the scale, the terminology of the cate-
with compromised circulation is urgent because of the need to gories and the processes used to assign patients to the categories.
relieve pain, the potential adverse outcome if left untreated and Often, an indicator of the performance required is added to this.
the ability of relocation to rapidly improve both the symptoms All scales are categorical. A continuous scale has never been
and outcomes. On the other hand, a patient with terminal shown to be of value. The purpose of triage is to determine an
malignancy is in need of comfort, dignity and privacy, but little action from among a selection of alternatives. As the response is
will alter the eventual clinical outcome. categorical (resuscitate, assign to a bed, ask to wait, etc), the
Urgency is also inuenced by societal and organisational scale must be categorical and the categories aligned with the
factors, including the circumstances of the illness, the family actions.
Review
The number of categories was initially determined intuitively less busy departments, but studies have failed to demonstrate
from observations of different actions by receiving nurses. The any such association.10 22 50
balance is between too few categories (allowing little discreet Attempts have been made to reduce the variability of triage
action) and too many (where the differences are not sufciently assessment by the education of triage nurses, guidelines for
discreet). Experience has shown that there is a higher level of triage, triage algorithms, agreed triage outcomes, audit and
agreement in 5-category scales than in 3-level scales.36 moderation or triage assessment. However, there is little
consistent evidence that any of these strategies produce any
Addressing validity and repeatability higher level of consistency of triage descriptions.
Research and operational experience with the use of standard Education, either alone or in combination with other mech-
triage scales has demonstrated the value of the triage catego- anisms, should reduce variability. Raper et al showed that
risation as a predictor of ED outcomes. These outcomes may educational preparation of the triage nurses was a signicant
include admission rate, time in hospital, time in ICU and in- predictor of patient satisfaction with the triage process.51
hospital mortality.1 2 31 However, the diversity and complexity of Research conducted as part of the development of the ETEK in
health is such that it is never possible to have a correct answer for Australia has uncovered new evidence to suggest that agreement
triage of any individual patient. Indeed, there is probably no such for the ATS is lower in specic populations of ED users, partic-
thing as a correct answer, so there is no gold standard against ularly people presenting to EDs with mental health problems and
which to measure triage accuracy. pregnancy-related conditions.14 Given this outcome, and the
There will always be diversity in the description of the patient considerable collaborative efforts in the development of these
associated with clinical and environmental differences. Any training programmes by government and professional medical
individual patient triaged by a number of trieurs will receive and nursing organisations, there is an urgent need to conduct
a spread of assessments. Many studies have examined repeat- rigorous evaluation studies to determine the effect of these
ability of triage assessment using written or computerised interventions on existing ED performance indicators. The effects
vignettes to test the consistency of triage assessment.32 These of different modes of delivery for triage training are poorly
studies have demonstrated weighted kappa scores ranging from understood. In one of few evaluation studies, Canadian
0.34 to 0.84.37e44 In one study, reliability of the CTAS improved researchers carried out interviews and chart audits to evaluate
with the use of computerised decision support.22 Measuring the impact of a 6-week web-based training programme on nurses
repeatability is a challenge. satisfaction with the course and the accuracy of triage deci-
There is no gold standard for triage. A number of studies have sions.52 Following training, good levels of satisfaction with the
used retrospective assessment by an expert or expert group, but course content and high levels of concordance to the CTAS
retrospective assessment lacks the cues and complexity of the guidelines were reported.
live situation and is dependent on the records available. The
complex interaction of factors that characterise the triage Trieur (the one who performs triage)
assessment is difcult to capture or replicate in a written or Most triage systems rely on an experienced nurse to undertake
computerised description. Salk et al examined the addition of triage. Recent discussion has focused on placing a physician in
visual cues but was unable to demonstrate improved repeat- triage. These papers have demonstrated reductions in length of
ability.45 On the other hand, Worster et al showed that the stay for discharged patients, improved patient processing and
addition of visual and non-written cues signicantly improved reduced waiting times for patients during busy periods.53e56
the reliability of real live cases versus paper-based scenarios46 However, there is no evidence to suggest that physicians are any
Similarly, Considine et al noted that the addition of visual cues better or more cost effective at triage than experienced nurses.
improves repeatability, implying a signicant difference between Indeed, there is a risk associated with the use of physicians who
the paper or even computerised vignettes and the real world may begin to treat rather than assess and assign a priority.
interaction.47 Interactive computer-based triage simulations may There is evidence that the effectiveness of triage is associated
be a more effective means of evaluating processes and perfor- with the experience of the nurse, particularly experience in
mance of triage.48 The mode of interaction is important.47 In the emergency care. Durojaiye and OMeara demonstrated a higher
future it may be possible to use modern technology including level of consistency among nurses from paediatric hospitals in
video recording of actual or acting patients to capture the non- the assignment of priority to a paediatric patient, suggesting the
verbal and situational cues that are essential components of the value of experience.57 Worster et al showed that, after 3 h of
triage assessment. training, experienced general nurses were able to match experi-
Variations may be associated with the personality and expe- enced triage nurses in the use of the CTAS.39 Goranssen et al
rience of the individual trieurs and the clinical diversity of examined the personal characteristics of the nurses and found
patients. Differences are also likely to be due to the divergent that none of them correlated with the ability to triage scenarios
range of approaches that have been used to determine agreement except the general and ED nursing experience.29 The introduction
in these studies.14 49 At the population level, these variations of automated triage systems may help to translate the experi-
balance themselves out and result in consistent population enced nurses capabilities to less experienced nurses.58 Chung
descriptions.48 There may be variability between institutions showed that the reliability of the triage assessment is dependent
because of external inuences, incentives or policies, or the on the experience, information and intuition of the nurse in
culture of the work environment. making the decision. Adverse factors include interruptions, time
The challenge is to differentiate real differences in patient constraints and lack of training.59
urgency from differences derived from culture or policy. This
may be assessed by comparison with outcomes (eg, admission Funding
rate) which may reect real differences in urgency, but may also A number of attempts have been made to use triage descriptions
reect different policies for admission or differences in resource as the basis for funding of EDs.2 17 In most single-payer envi-
availability.44 The expectation is that busy departments are more ronments the funding of EDs is via a xed grant. Thus, unlimited
likely to assign a lower level of urgency to a given patient than and uncontrolled demand is confronted by xed funding. The
Review
Review
institutions and therefore the triage footprint should be similar. 12. Considine J, Ung L, Thomas S. Clinical decisions using the National Triage Scale:
A collection of similar patients could constitute a moderating how important is postgraduate education? Accid Emerg Nurs 2001;9:101e8.
13. Gerdtz MF, Bucknall TK. Influence of task properties and subjectivity on consistency
basket of patients for which a standard footprint could be of triage: a simulation study. J Adv Nurs 2007;58:180e90.
obtained. A consistent variation in this standard footprint is 14. Gerdtz MF, Collins M, Chu M, et al. Optimizing triage consistency in Australian
likely to reect consistent variations in triage descriptions on the emergency departments: the Emergency Triage Education Kit. Emerg Med Australas
2008;20:250e9.
grounds of either departmental culture or deliberate gaming. 15. ACEM. Policy on the Australasian Triage Scale. ACEM, Melbourne, Australia, 2006.
The international efforts to improve consistency and to 16. SCRGSP (Steering Committee for the Review of Government Service Provision).
reduce variability could be better integrated based on the indi- Report on Government Services 2009. Canberra: Productivity Commission, 2009.
17. Cameron P, Kennedy M, McNeil JJ. The effects of bonus payments on emergency
vidual learnings of each jurisdiction. Better understanding of the service performance in Victoria. Med J Aust 1999;171:243e6.
educational needs, staff selection and their experience and the 18. Jelinek GA, Baggoley C. Financial incentives to change emergency service
compassion and attitudinal issues are keys to system improve- performance. Med J Aust 1999;171:231e2.
ment.68 19. Bullard MJ, Unger B, Spence J, et al. Revisions to the Canadian Emergency
Department Triage and Acuity Scale (CTAS) adult guidelines. CJEM 2008;10:136e51.
A research agenda should help to guide triage systems in the 20. Murray M, Bullard M, Grafstein E. Revisions to the Canadian Emergency Department
future. Most genuine research has focused on addressing the Triage and Acuity Scale implementation guidelines. CJEM 2004;6:421e27.
issue of variability. Patient characteristics, provider characteris- 21. Stobbe K, Dewar D, Thornton C, et al. Canadian Emergency Department Triage and
Acuity Scale (CTAS): rural implementation statement. CJEM 2003;5:104e7.
tics, site characteristics and triage protocols produce an effect in 22. Dong SL, Bullard MJ, Meurer DP, et al. Reliability of computerised emergency triage.
terms of clinical outcomes, resource allocation and patient Acad Emerg Med 2006;13:269e75.
satisfaction. Examining inter-rater reliability is meaningless until 23. Dong SL, Bullard MJ, Meurer DP, et al. Emergency triage: comparing a novel
we determine the clinical outcomes required.69 A future research computer triage program with standard triage. Acad Emerg Med 2005;12:502.
24. Levin S, France D, Mayberry RS, et al. The effects of computerized triage on nurse
agenda for triage should address the consequences, the impact of work behavior. AMIA Annu Symp Proc 2006:1005e5.
the application of triage system on resource levels and, in 25. van Veen M, Steyerberg E, Ruige M, et al. Manchester triage system in paediatric
particular, the application in developing and under-resourced emergency care: prospective observational study. BMJ 2008;337:a1501.
26. Fernandes CM, Tanabe P, Gilboy N, et al. Five level triage: a report from the ACEP/
countries as well as the cost effectiveness of physician triage, and ENA five-level task force. J Emerg Nurs 2005;31:39e50.
triage and safety.28 27. Wuertz RC, Milne LW, Eitel DR, et al. Reliability and validity of a new five-level triage
instrument. Acad Emerg Med 2001;7:236e42.
28. Fernandes CM, Tanabe P, Bonalumi N, et al. Emergency department triage: why we
CONCLUSION need a research agenda. Ann Emerg Med 2005;46:204e5.
Triage has become an integral part of the function of EDs around 29. Goransson KE, Ehrenberg A, Marklund B, et al. Emergency department triage: is
there a link between nurses personal characteristics and accuracy in triage decisions?
the world and has demonstrated clinical and organisational Accid Emerg Nurs 2006;14:83e8.
value. There is an opportunity for the emergency medicine 30. Goransson K, Ehrenberg A, Ehnfors M. A national survey of emergency department
community to commit to an international triage scale and to use triage in Sweden. AMIA Annu Symp Proc 2003:851.
that scale as a basis for collaborative research, comparative 31. Jimanez JG, Murray MJ, Beveridge R, et al. Implementation of the Canadian
Emergency Department Triage and Acuity Scale (CTAS) in the Principality of Andorra:
analysis and evaluation. can triage parameters serve as emergency department quality indicators? CJEM
2003;5:315e22.
Acknowledgements The authors wish to thank Mr Homayoun Kheyri, then of the 32. Wulp I, Baar M, Schijuers A. Reliability and validity of the Manchester Triage System
University of Queensland, who initially collected literature and provided an overview in a general emergency department patient population in the Netherlands: result of
of issues, Ms Linping Chen of the Queensland University of Technology who collected a simulation study. Emerg Med J 2008;25:431e4.
additional literature (snowballing) and compiled the EndNote library and also Ms 33. Kyranou M, Geogiadis G, Tsiuiki A. Implementing the Emergency Severity Index
Elinor Davis of the Queensland University of Technology who assisted with final triage system in the homeland of Hippocrates (conference abstract). J Emerg Nurs
2005;31:428.
editing of the manuscript.
34. Rogers IR, Evans L, Jelinek GA, et al. Using clinical indicators in emergency medicine:
Competing interests None to declare. documenting performance improvements to justify increased resource allocation.
J Accid Emerg Med 1999;16:319e21.
Provenance and peer review Not commissioned; externally peer reviewed. 35. Goransson KE, Ehnfors M, Fonteyn ME, et al. Thinking strategies used by Registered
Nurses during emergency department triage. J Adv Nurs 2008;61:163e72.
36. Travers D, Waller A, Bowley J, et al. A five level triage system more effective than
REFERENCES three level systems in tertiary emergency departments. J Emerg Nurs
1. FitzGerald GJ. Emergency department triage: a thesis accepted for the degree of 2002;28:395e400.
Doctor of Medicine. Brisbane: University of Queensland, 1990. 37. Manos D, Petrie DA, Beveridge RC, et al. Inter-observer agreement using the
2. Jelinek GA. Casemix classification of patients attending hospital emergency Canadian Emergency Department Triage and Acuity Scale. CJEM 2002;4:16e22.
departments in Perth, Western Australia. Development and evaluation of an urgency- 38. Wuerz R, Fernandes CM, Alarcon J. Inconsistency of emergency department triage.
based casemix information system for emergency departments: a thesis accepted for the Emergency Department Operations Research Working Group. Ann Emerg Med
degree of Doctor of Medicine. Perth, Australia: University of Western Australia, 1995. 1998;32:431e5.
3. Mackway-Jones Ke. Emergency triage: Manchester Triage Group. London: BMJ 39. Worster A, Gilboy N, Fernandes CM, et al. Assessment of inter-observer reliability
Publishing Group, London, UK, 1997. of two five-level triage and acuity scales: a randomized controlled trial. CJEM
4. Beveridge R. CAEP issues. The Canadian Triage and Acuity Scale: a new and critical 2004;6:240e5.
element in health care reform. Canadian Association of Emergency Physicians. 40. Fernandes CM, Wuerz R, Clark S, et al. How reliable is emergency department
J Emerg Med 1998;16:507e11. triage? Ann Emerg Med 1999;34:141e7.
5. Kelly AM, Bryant M, Cox L, et al. Improving emergency department efficiency by 41. Goransson K, Ehrenberg A, Marklund B, et al. Accuracy and concordance of nurses in
patients streaming to outcome based teams. Aust Health Rev 2007;31:16e21. emergency department triage. Scand J Caring Sci 2005;19:432e8.
6. Ieraci S, Digiusto E, Sonntag P, et al. Streaming by case complexity: evaluation of 42. Nakagawa J, Ouk S, Schwartz B, et al. Interobserver agreement in emergency
a model for emergency department fast track. Emerg Med Australas 2008;20:241e9. department triage. Ann Emerg Med 2003;41:191e5.
7. Weinerman ER, Ratner RS, Robbins A, et al. Yale studies in ambulatory care V. 43. Grafstein E, Innes G, Westman J, et al. Inter-rater reliability of a computerized
Determinants of use of hospital emergency services. Am J Public Health presenting-complaint-linked triage system in an urban emergency department. CJEM
1966;56:1037e53. 2003;5:323e9.
8. ACEM Standing Committee. National Triage Scale. Emerg Med (Fremantle) 44. Beveridge R, Ducharme J, Janes L, et al. Reliability of the Canadian Emergency
1994;6:145e6. Department Triage and Acuity Scale: interrater agreement. Ann Emerg Med
9. Jelinek GA, Little M. Interrater-reliability of the National Triage Scale over 11,500 1999;34:155e9.
simulated occasions of triage. Emerg Med (Fremantle) 1996;8:226e30. 45. Salk E, Scgriger D, Hubbell K, et al. Effect of visual cues, vital signs and protocols
10. Hollis G, Sprivulus P. Reliability of the National Triage Scale with changes in on traige: a prospective randomised crossover trial. Ann Emerg Med
emergency department activity level. Emerg Med (Fremantle) 1997;9:283e8. 1998;32:655e64.
11. Dilley S, Standen P. Victorian triage nurses demonstrate concordance in the 46. Worster A, Sando A, Fernandes CM, et al. Triage tool inter-rater reliability using live
application of the National Triage Scale. Emerg Med (Fremantle) 1998;10:12e8. cases versus paper case scenarios. J Emerg Nurs 2007;33:319e23.
Review
47. Considine J, LeVasseur SA, Villanueva E. The Australasian Triage Scale: examining 58. Sadeghi S, Barzi A, Sadeghi N, et al. A Bayesian model for triage decision support.
emergency department nurses performance using computer and paper scenarios. Int J Med Inf 2006;75:403e11.
Ann Emerg Med 2004;44:516e23. 59. Chung JY. An exploration of Accident and Emergency nurse experience of triage
48. Rutschmann OT, Kossovsky M, GeissbA hler A, et al. Interactive triage simulator decision making in Hong Kong. Accid Emerg Nurs 2005;13:206e13.
revealed important variability in both process and outcome of emergency triage. J Clin 60. Duckett SJ, Jackson T. Paying for hospital emergency care under a single-payer
Epidemiol 2006;59:615e21. system. Ann Emerg Med 2001;37:337e9.
49. Jelinek GA. Triage: coming of age. Emerg Med Australas 2008;20:196e8. 61. Mizek R, Phiri W. Australasian Triage Scale: consumer perceptions. Emerg Med
50. Richardson D. No relationship between emergency department activity and triage Australas 2005;17:212e17.
categorisation. Emerg Med (Fremantle) 1998;5:141e5. 62. OBrien D, Williams A, Blondell K, et al. Impact of streaming "fast track" emergency
51. Raper J, Davis BA, Scott L. Patient satisfaction with emergency department triage department patients. Aust Health Rev 2006;30:525e32.
nursing care: a multicenter study. J Nurs Care Qual 1999;13:11e24. 63. Kosowsky JM, Shindel S, Liu T, et al. Can emergency department triage nurses
52. Atack L, Rankin J, Then K. Effectiveness of a 6 week on-line course in the Canadian predict patients dispositions? Am J Emerg Med 2001;19:10e14.
Triage and Acuity Scale for emergency nurses. J Emerg Nurs 2005;31:436e41. 64. Vertesi L. Does the Canadian Emergency Department Triage and Acuity Scale identify
53. Travers JP, Lee FC. Avoiding prolonged waiting time during busy periods in the non-urgent patients who can be triaged away from the emergency department? CJEM
emergency department: is there a role for the senior emergency physician in triage? 2004;6:337e42.
Eur J Emerg Med 2006;14:342e8. 65. Schull M, Kiss A, Szalai J. The effect of low-complexity patients on emergency
54. Hoyroyd B, Bullard M, laroszek K, et al. Impact of a triage liaison physician on departments waiting times. Ann Emerg Med 2007;49:257e64.
emergency department overcrowding and throughput: a randomised controlled trial. 66. Field S, Lantz A. Emergency department use by CTAS levels IV and V patients. CJEM
Acad Emerg Med 2007;14:702e8. 2006;8:317e22.
55. Terris J, Leman P, OConnor N, et al. Making an IMPACT on emergency department 67. Jelinek GA. Towards an International Triage Scale. Eur J Emerg Med
flow: improving patient processing assisted by consultant at triage. Emerg Med J 2001;8:1e2.
2004;21:537e41. 68. McNair R, Gurney D. It takes more than string to fly a kite: five level acuity scales are
56. Han J, France D, Levin S, et al. The effect of physician triage on emergency effective but education clinical expertise and compassion are still essential. J Emerg
department length of stay. J Emerg Med, Accepted for publication. Nurs 2005;31:600e3.
57. Durojaiye L, OMeara M. A study of triage of paediatric patients in Australia. Emerg 69. Cooper RJ. Emergency department triage: why we need a research agenda. Ann
Med (Fremantle) 2002;14:67e76. Emerg Med 2004;44:524e6.
These include:
References This article cites 61 articles, 4 of which you can access for free at:
http://emj.bmj.com/content/27/2/86#BIBL
Email alerting Receive free email alerts when new articles cite this article. Sign up in the
service box at the top right corner of the online article.
Notes