Document identity
Used on the Initial Greet and RiO assessment.
Local working patient
Enter the patient once. The details carry between these Utilities.
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
Bring Initial Greet details into RiO
Use the local Initial Greet above, or paste an Initial Greet copy from another standalone session.
Tasks to complete
Items selected in the Plan Generator are listed here. Select the items you are ready to prepare.
No tasks selected.
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.