Overview
The Team Daily Planner allows teams to allocate clients to individual healthcare professionals (HCPs) on a specific day.
When a client is allocated to an HCP, Rio automatically creates an appointment in the clinician’s diary through AMS (Appointment Management System).
Open the Team Daily Planner
Open Team Daily Planner.
Select the required team.
Navigate to the required date.
Allocate a client to a healthcare professional
Allocating a client automatically creates an appointment within the selected HCP's diary.
To allocate a client
Locate the client within the planner.
Select the HCP who will carry out the appointment.
Specify:
Intended time (if required)
Intended duration (optional)
Location (optional)
Select Allocate or Save.
The appointment is immediately added to the HCP diary.
Understand appointment scheduling
When a time is not manually specified, Rio automatically places appointments based on the team's configured AM and PM settings.
Morning appointments
Appointments are scheduled from the team's configured AM start time and work forwards through the day.
Afternoon appointments
Appointments are scheduled backwards from the team's configured PM time.
📌Note: The configured PM time should represent the final appointment slot rather than the end of a staff member’s working day.
Add additional healthcare professionals
Associate multiple clinicians with the same appointment when needed.
To add an additional HCP
Open the appointment.
Locate the Additional HCPs section.
Select the additional clinicians.
Select Save.
Cross team appointments
If the additional clinician belongs to another team, a System Administrator must configure diary access before they can be added.
Cancel an appointment
To cancel an appointment
Select the appointment in the Team Daily Planner.
Select Cancel.
Confirm the cancellation.
The appointment will be updated within both the Team Daily Planner and AMS.
Add a daily team comment
Use day comments to record information that affects the entire team for a specific date.
Examples include:
Staff sickness
Annual leave
Reduced capacity
Service disruptions
To add a comment
Open the required date.
Locate the Day Comment field.
Enter your comment.
Select Save.
View and complete appointments
Once allocated, appointments appear in the HCP's diary as standard community appointments.
HCPs can then:
View appointments
Adjust appointment times
Record outcomes
Record actual appointment duration
Complete associated clinical documentation.