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Triage is where a patient’s vital signs are recorded and where they are routed to the department that will see them. Saving a triage record is what puts the patient into a consultation queue, so nothing downstream happens until this is done. Triage has no care-area switch. It is always in the sidebar on the Enterprise plan, because every hospital sees patients.
The patient picker only lists patients with a valid consultation payment. This is the single most common reason a patient you can see at the front desk does not appear at triage. If the list is empty you will read: “No patients with valid payments … This clinic requires consultation payment. Only patients who have paid for a consultation will appear here. Please process payment at the payments desk first.” Take the payment first — see Payments — and the patient appears. Clinics running in free-clinic mode do not have this restriction.

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Record the triage

1

Open a new triage record

On the Triage list, select New Triage. The list itself only shows the last 48 hours; when there is nothing in that window it reads “No recent triage data available for this clinic.” Anything older is under Triage History.If the patient is not registered yet, select New Patient from the same toolbar, or use Search for patient to find someone already on the list.
2

Choose the patient

The form is headed New Triage, with the subtitle “Patient vital signs assessment”. Choose the patient in the Patient Information card.If the patient has paid for exactly one department, that department is selected for you.
3

Assign the department and sub-unit

Tick the departments — and sub-units where they exist — that should see this patient. Each one tells you what it does: “Patient will appear in this department’s consultation queue”.Select Clear to start the assignment again.
4

Enter the vital signs

Fill in the Vital Signs card. Nothing is mandatory; record what you took.BMI appears on its own as soon as both weight and height are in, with an Underweight, Normal, Overweight or Obese badge beside it.
5

Save

Select Save Triage, or press Ctrl+S (⌘+S on a Mac). You will see the toast “Triage record created successfully”.

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Abnormal readings

A value outside the normal range turns its field red and shows an Abnormal chip. This is a flag for the clinician, not a block — an abnormal reading never stops you saving, because the reading you took is the reading you record.

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Check it worked

The new record is at the top of the Triage list, and the patient now appears in the consultation queue for every department you ticked. Open Consultation, choose that department, and the patient is there with a Pending status.

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If something goes wrong

Almost always the consultation payment. Check the empty-state message: if it mentions valid payments, the patient needs to pay at the payments desk first. If the patient is genuinely new, register them with New Patient from the triage toolbar or in Patients.
Only doctors and nurses — and the clinic owner — can create or edit a triage record. Everyone else gets the form in read-only mode, and a blocked save shows “Only doctors and nurses can modify triage records”. Ask an owner or manager to check your role in Roles.
Triage exists only on the Enterprise plan, where the hospital’s service-line navigation lives. There is no care area to check — if the workspace is on Enterprise, Outpatient → Triage is there. See Change your plan.
The list is a rolling 48-hour window. Older records are under Triage History.
Open the record from the list, change the assignment on the Update Triage form and save again. The patient moves to the new department’s queue.