Document identity
Used on the Initial Greet and RiO assessment.
Local working patient
Enter the patient once. The details carry between these Utilities.
Maxims snapshot
Snip the whole Maxims card with Windows + Shift + S. Click here and press Ctrl + V.
OCR review notes
HCA document
Initial Greet
Children under 18
Add a name and date of birth where applicable.
Clinician document
Summary Presenting Concerns and Plan
Clinician document
RiO Assessment
Local reminders
Outstanding Tasks
These tasks belong only to this local working packet. They are not visible to other Dashboard users. Prepared clinical referral and update emails include the patient's full name, date of birth and NHS number.
No outstanding tasks have been generated yet.