It is best practice to complete an initial assessment for all patients who are spoken to remotely whether they attend the practice or not. The reason for this is if the patient Fails to Attend you will already have the relevant information; you can then TC the initial assessment and put a check in failed to attend for their face to face appointment. If you do not collect this data then the patient fails to attend the appointment you will not have the relevant information collected to transmit that an over the phone triage was done. I have confirmed with the BSA that if a phone triage is completed and as a result, an appointment is made, then should the patient FTA the practice would still be expected to transmit the initial triage.
If the patient does attend their appointment you can leave the initial assessment on the Course of Treatment as the full FP17 will still be generated and there will not be an issue with the claim. If you prefer you can move the triage service onto a private COT and send it to history (tick it as complete then right-click and choose send completed to history). You can then send off the banded treatment and the in treatment triage on the NHS COT.
When your patients come in for their routine exams/treatment, the initial assessment does not need to be filled in. For patients that attend the practice, you should add the in treatment triage which populates that patients COVID-19 status on the FP17/O.