Overview
The Team Monthly Planner provides a month at a glance view of clients who need to be seen by a team. It helps teams plan workload, assign responsibility, and identify clients who require follow up.
The Monthly Planner is used for planning activities. Appointments are created and managed through the Appointment Management System (AMS).
Access the Team Monthly Planner
Open Team Monthly Planner from the Rio menu.
Select the required team if prompted.
Use the month and year selectors to navigate to the required planning period.
Add a client to the monthly plan
Use the monthly planner to identify clients who need to be seen during a specific month.
To add a client
Select Add Client.
Search for and select the client.
Complete the relevant details:
Activity Code
Assigned HCP
Comment (optional)
Select Save.
The client will now appear within the team's monthly plan.
Manage rolled over clients
A rolled over client is a client who was included in a previous month's plan but was not actioned.
Review rolled over clients
Open the Monthly Planner.
Identify clients marked as Rolled Over.
Prioritise these clients within the current month's planning.
Allocate appointments using the Team Daily Planner.
Regularly reviewing rolled over clients helps ensure no patient is missed.
Add a monthly plan comment
Add a comment to record team-wide information relating to a specific month.
Examples include:
Team capacity issues
Staff absences
Annual leave
Bank holidays
To add a comment
Open the required month's plan.
Locate the Plan Comment field.
Enter your notes.
Select Save.
Remove a client from the monthly plan
To remove a client
Select the client within the monthly planner.
Select Remove or Delete.
Enter a reason for removal.
Select Save.
The client will be removed from the active planner while the audit history is retained.