Managing High-Risk Referrals in Mental Health Access and Triage

High-risk referrals are the most operationally and legally sensitive part of access and triage. They often involve incomplete information, urgent safeguarding concerns and unclear thresholds for intervention. Poor handling of high-risk referrals exposes services to serious harm, regulatory action and reputational damage. Effective management requires structured systems, clear escalation routes and shared accountability. Within mental health access and triage, high-risk referral handling must integrate fully with service models and care pathways to ensure continuity and safety.

What constitutes a high-risk referral

High-risk referrals may include:

  • Suicidal ideation or recent attempts
  • Severe self-harm or harm to others
  • Acute psychosis or loss of reality testing
  • Safeguarding concerns involving adults at risk

The challenge is that risk is often described inconsistently or incompletely at referral stage.

Why high-risk referrals fail without structure

Common failure points include:

  • Assuming referrers retain responsibility
  • Delayed clinical review
  • Unclear escalation routes
  • Poor documentation of decisions

These gaps frequently emerge during serious incident reviews.

Operational example 1: Same-day risk review protocol

A community mental health service introduced a protocol requiring same-day clinician review of any referral flagged as high risk.

Referrals were reviewed within four hours, with clear outcomes recorded: urgent assessment, crisis service referral or interim risk management.

This significantly reduced unplanned crisis presentations linked to access delays.

Clear escalation and ownership

Effective high-risk referral management requires explicit answers to:

  • Who holds responsibility at each stage?
  • When does responsibility transfer?
  • What actions are taken if capacity is unavailable?

Ambiguity at any point increases risk exposure.

Operational example 2: Escalation beyond service scope

A provider supporting non-crisis community services encountered referrals exceeding scope. Rather than rejection, triage clinicians escalated directly to crisis teams with documented handover.

This avoided unsafe exclusion while maintaining contractual boundaries.

Commissioner expectation: no unsafe deflection

Commissioners expect providers to demonstrate that high-risk individuals are not simply redirected without action. Evidence of escalation, signposting and follow-up is essential.

Regulator expectation (CQC): safeguarding leadership

CQC scrutiny focuses on whether providers recognise safeguarding responsibilities even when individuals are not yet accepted onto caseloads. Inspectors examine how risk is managed during access and waiting stages.

Operational example 3: Audit of high-risk referrals

A service introduced quarterly audits of high-risk referrals, reviewing timeliness, escalation and outcomes. Learning was shared through supervision and governance forums.

This provided strong evidence of reflective practice and continuous improvement.

Why high-risk referral management defines service credibility

How a service responds to its highest-risk referrals is a direct indicator of its maturity, leadership and safety culture. Robust systems protect people, staff and organisations alike.