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Workflow pack

Dizziness/vertigo triage workflow

Structured dizziness workflow prioritizing stroke/cardiac exclusion and safe outpatient follow-up boundaries.

Trust and governance

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

Last reviewed

2026-02-07

Clinical owner

Family Medicine Editorial Team

Risk tier

Medium

Review cadence

Every 6 months

Next due 2026-08-07

Review status

Current

Scope limits

Initial outpatient dizziness and vertigo triage with risk-based disposition.

Exclusions (escalate/redirect)

  • Acute focal neurologic deficits or severe gait instability requiring emergency evaluation.
  • Active hemodynamic instability or ongoing syncope pathway care.

Escalate-now emphasis (medium-risk workflow)

Treat red-flag findings as urgent. Escalate the care pathway early if concern persists or follow-up reliability is uncertain.

At a glance

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

Immediate actions

  • Classify dizziness phenotype and assess for central neurologic warning signs.
  • Evaluate orthostatic status, hydration, and medication contributors.
  • Determine if symptom severity permits safe outpatient pathway.

Red flags / escalate now

  • New focal neurologic findings, severe ataxia, or inability to ambulate safely.
  • Syncope, chest pain, or unstable cardiopulmonary symptoms.
  • Worsening trajectory with unreliable follow-up capacity.

First-line plan

  • Address reversible contributors such as dehydration and medication effects.
  • Use focused workup strategy based on dominant risk pattern.
  • Provide explicit plan for reassessment if diagnosis remains provisional.

Follow-up and monitoring

  • Arrange close follow-up for persistent or recurrent episodes.
  • Escalate promptly for progression toward neurologic or cardiac instability.
  • Reinforce return precautions for stroke-like symptoms or collapse.

Condition guidance

Referral checklists

Tools and calculators

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.