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A reference page

NHS musculoskeletal (MSK) triage, explained.

Why this page exists

The word everyone uses and nobody defines

Triage means different things in different corners of the National Health Service (NHS). In one borough it is a physiotherapist reading referral letters. In another it is a face-to-face assessment clinic. In a third it is a telephone call, or a form, or a consultant sorting a queue. Everyone in musculoskeletal care talks about triage, and almost nobody stops to say which kind they mean.

This page sets out what MSK triage is, where it happens and who does it. It also sets out what a good triage decision must get right. It is written for clinicians who work in or alongside these services. It is also for doctors and surgeons who were never taught how the first steps of care work. And it is for the commissioners and managers who fund these services. Musculoskeletal means the joints, muscles, bones and soft tissues; MSK is the standard NHS abbreviation.

The definition

What a triage decision actually decides

Strip away the local variations and every MSK triage decision answers the same three questions. How urgent is this problem? Which service or clinician should see this patient? And what must happen before that appointment, such as an X-ray or blood tests, so it is useful and not wasted?

This is about more than paperwork. Take a patient whose problem needs a surgeon. The answer decides whether they join the right queue now, or find it months from now. Now take a patient who will never need an operation. The answer decides whether they start proper treatment this week, or wait months to hear what could have been said at the start.

Where it happens

The three places MSK triage lives

In general practice

This is the newest and fastest-growing form. A patient books straight in with a first contact practitioner, an experienced musculoskeletal clinician, instead of a GP (family doctor). This clinician is usually a physiotherapist. The assessment and the triage decision happen in the same room, in the same appointment. We explain these roles fully on our MSK roles page.

In community MSK services

Interface services, in some areas called clinical assessment and triage services (CATS), sit between general practice and hospital. Advanced practice clinicians review referrals and see patients face to face. They arrange tests and injections, and decide who really needs a hospital opinion. NHS England's community MSK service specification describes this level of care.

At the hospital

When referral letters reach a hospital orthopaedic (bone and joint) department, consultants or senior clinicians usually review them. They sort them into urgent and routine, right clinic and wrong clinic. This is orthopaedic triage in its oldest form, done on paper, often without ever seeing the patient.

The vocabulary

Physiotherapy triage, orthopaedic triage and the terms in between

Physiotherapy triage means triage done by physiotherapists, in person, by telephone or on paper. In much of the NHS it is the main form of MSK triage. Orthopaedic triage is the part that answers one specific question: does this patient need to see a surgeon?

That distinction matters more than it looks. Most triage questions sit comfortably within an experienced physiotherapist's expertise. The surgical question is different, because the clinician asking it is not routinely told what happens at the surgical end. They do not usually see which of their referrals end in an operation, which are sent back, or what the surgeon looked for. They cannot always see the thresholds surgeons use to decide, and the outcome of each referral is not routinely sent back to them. That is not a criticism of the staff. It is how the system they work in is built.

In practice, experienced physiotherapists do most MSK triage. In general practice they work as first contact practitioners. In community MSK and interface services they work as advanced practice physiotherapists. Others take part too, depending on the local pathway. They include GPs, podiatrists, osteopaths, and sports and exercise medicine doctors. At the hospital end, orthopaedic consultants review referral letters.

Both directions

What good triage gets right

Triage is usually judged on one number: how many referrals it turns away from hospital. That is half a measure. A triage decision can fail in two directions, and only one of them is ever counted.

Send a patient towards surgery when they do not need it, and they wait months for an appointment that ends in discharge. All that time, they are in the queue ahead of someone who did need it. Now keep a patient in non-surgical care when their problem needed a surgeon. A treatable problem then has time to become a permanent one. Good triage is not fewer referrals; it is the right next step, in both directions, decided early. Surgery when it's needed. Certainty when it's not.

The gap

The question triage cannot easily reach

Referral optimisation is NHS England's name for getting patients to the right service, with the right information, at the right time. It includes using specialist advice and guidance before, or instead of, a referral. NHS England's musculoskeletal guidance points to the same conclusion as this page. Clinicians who see musculoskeletal patients first make better decisions when they can get specialist advice at the moment of decision. That is better than getting it months later, at the end of a referral.

Today that advice mostly travels informally, through an email to a consultant the clinician happens to know. Making it formal would let every clinician doing MSK triage reach surgical judgement at the moment of decision. That is the gap Orwyn is designed to close. We explain the wider policy in MSK referral optimisation, and the category of software in what MSK clinical decision support is. For service leads, NHS MSK triage sets out what NHS England asks of services and how they are measured.

Questions

Questions we are asked

What is MSK triage?

MSK triage means sorting patients with musculoskeletal problems: problems with the joints, muscles, bones and soft tissues. It decides three things. How urgent is the problem? Which service or clinician should the patient see? And what must happen before that appointment, so it is useful rather than wasted? In the NHS it happens in general practice and in community musculoskeletal services. It also happens where hospital teams review incoming referrals.

Who carries out MSK triage in the NHS?

Mostly experienced physiotherapists: first contact practitioners in general practice, and advanced practice physiotherapists in community MSK and interface services. Others take part too, depending on the local pathway. They include GPs, podiatrists, osteopaths, and sports and exercise medicine doctors. At the hospital end, orthopaedic consultants review referral letters.

What is orthopaedic triage?

Orthopaedic triage is the part of MSK triage that decides whether a patient needs to be seen by an orthopaedic surgeon. It is usually carried out by advanced practice physiotherapists in an interface service, or by consultants reviewing referral letters. Its key question is whether this is a surgical problem. That is the hardest question in the pathway, because the clinician asking it rarely sees what happens at the surgical end.

What is physiotherapy triage?

Physiotherapy triage means triage carried out by physiotherapists, either face to face, by telephone, or by reviewing referral letters. In much of the NHS it is the main form of MSK triage. It happens in first contact practitioner appointments in general practice, and in community MSK and interface services.

What is an MSK interface service or CATS?

An interface service, in some areas called a clinical assessment and triage service (CATS), sits between general practice and hospital care. It is staffed mainly by advanced practice clinicians. It assesses patients who might need a specialist opinion and arranges tests. It treats those who do not need a hospital referral, and sends those who do to the right clinic.

What is referral optimisation?

Referral optimisation is NHS England's name for getting patients to the right service, with the right information, at the right time. It includes using specialist advice and guidance before, or instead of, a referral. NHS England's musculoskeletal guidance encourages exactly this: making specialist advice available to the clinicians who see patients first.

Sources

Where to read more

Musculoskeletal orthopaedic approach to referral optimisation, NHS England. Read it here.

Adult community musculoskeletal service specification, NHS England. Read it here.

Musculoskeletal health: best practice solutions, NHS England. Read it here.

An improvement framework to reduce community musculoskeletal waits, NHS England. Read it here.

First contact practitioners and MSK roles, explained, our companion reference page. Read it here.

MSK referral optimisation and orthopaedic referral decisions, our companion reference page. Read it here.

What is MSK clinical decision support, our companion reference page. Read it here.

What an MSK triage tool should do, and where Orwyn fits, our companion reference page. Read it here.

Artificial intelligence (AI) in MSK triage, and why Orwyn uses written rules, our companion reference page. Read it here.

Read next

Surgeon-governed decision support for first contact MSK clinicians.

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The demo uses draft rules awaiting final sign-off, and example patients only.

Decision support for clinicians only. The clinician assesses the patient and makes every decision. Orwyn is not a service for patients and gives no advice directly to patients or the public. This page is general information about NHS services and is not clinical advice.