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Workflow pack

Chest pain and dyspnea triage

Primary care triage pathway to separate immediate escalation needs from outpatient workup candidates.

Trust and governance

Use only within this workflow's defined scope and exclusions.

Last reviewed

2026-02-06

Clinical owner

Family Medicine Editorial Team

Risk tier

High

Review cadence

Every 3 months

Next due 2026-05-06

Review status

Current

Scope limits

Initial office triage for chest pain/dyspnea with escalation-first safety framing.

Exclusions (escalate/redirect)

  • Hemodynamic instability requiring emergency transport.
  • Hospital-level acute coronary or respiratory failure management.

Escalate-now emphasis (high-risk workflow)

If any red-flag item is present, stop routine workflow steps and activate emergency escalation immediately.

At a glance

Rapid decision framing for in-visit use. Educational only; always apply clinical judgment.

Immediate actions

  • Rapidly assess vital signs, symptom instability, and cardiopulmonary compromise.
  • Identify immediate red-flag symptoms and exam findings.
  • If stable, stratify risk and choose focused outpatient workup path.

Red flags / escalate now

  • Hemodynamic instability, acute neurologic signs, severe hypoxia, or syncope.
  • Ongoing ischemic chest pain or concern for pulmonary embolism in high-risk context.
  • Any rapid deterioration requiring emergency transfer.

First-line plan

  • Use validated risk tools to support safe disposition in appropriate patients.
  • Document explicit rationale for outpatient management versus urgent escalation.
  • Coordinate short-interval reassessment when diagnosis remains uncertain.

Follow-up and monitoring

  • Set early follow-up window for unresolved symptoms or uncertain etiology.
  • Ensure clear return precautions are communicated and documented.
  • Use referral checklist when specialist input is needed after initial stabilization.

Return precautions (patient script)

Suggested plain-language wording for safety-net counseling:

If symptoms get worse, new warning signs appear, or you cannot follow the plan from this visit, seek urgent care now.

  • Use with the specific red flags listed on this page.
  • Confirm follow-up timing and where to go after-hours.
  • Document that return precautions were reviewed and understood.

Visit-close checklist

  • Document disposition, rationale, and unresolved diagnostic uncertainty.
  • Give explicit return precautions and follow-up timeline before ending visit.
  • Attach a relevant handout when available to reinforce adherence and safety-netting.