The Snapshot 📷
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Upcoming Release | Exception Reporting
Allocate Rota – Exception Reporting Reforms 2025
We’re working at pace to ensure Allocate Rota is fully aligned with the upcoming Exception Reporting Reforms set to take effect later this year. These reforms aim to streamline exception reporting processes, improve transparency, and better support resident doctors and rota coordinators. As part of our commitment to supporting healthcare organisations through these changes, we’re actively updating our systems and resources to ensure a smooth transition.
Other enhancements coming soon:
✅ Allocate Loop Enhancements
✅ Allocate Optima Enhancements
For more information, including FAQs documentation, guidance and Webinars, please click the link below to stay up to date.
“Clinician wellbeing is crucial to the provision of safe and effective care. These developments further elevate the Guardian role and strengthen the role of exception reporting in fostering a healthy and progressive workplace culture..”
– Darren Kilroy, Medical Director, RLDatix
Product Updates | Now Available 🔓
The latest updates to Optima and its associated solutions have officially landed with the 11.5.1 release now live and ready to use.
Built with medics in mind, these enhancements boost performance, streamline staffing workflows, and deliver smarter functionality to help you plan, fill shifts, and maintain safe staffing levels more effectively.
A standout addition is Loop Swaps, which allows users to swap shifts directly within schedules. This powerful feature supports more flexible rostering, reduces manual admin, and improves visibility across teams.
⬇️ Click the links below to view our articles and explore the updates in more detail.
🎙️ Podcast | The Connection
How Ambient Technology & AI are the Future of Patient Care
In Part 2 of our conversation with Dr. Henry Morriss, we explore the practical potential of generative AI, ambient technology and patient-led innovation. From easing documentation for nurses to supporting better summaries for GPs, Henry shares what it takes to embed digital safely and effectively – always with people at the centre.
“If we get ambient right, we can transform nursing care.”
– Dr. Henry Morriss
What You’ll Learn:
- How ambient technology is reducing documentation burden for nurses and clinicians while improving patient interaction
- Why AI-generated communications often demonstrate more perceived humanity than clinician-written responses
- The critical role of data validation in managing hospital waiting lists effectively
- How wearable technology and predictive analytics are enabling early intervention in chronic disease management
- Why co-designing digital transformation is essential for shifting care delivery from hospitals to community settings
🎧 Listen to Part 2 now on Apple Podcasts | Spotify | YouTube
Tip of the Month from Customer Success 🚀
Adding Existing Resident Doctor to Allocate Rota
This month, we’re spotlighting a tutorial based on a common request we’ve received from organisations across the UK:
How do you import an existing Resident Doctor into Allocate Rota from another organisation?
To help, we’ve created a quick video guide that walks you through the process step by step.
🎥 Watch the tutorial here:
Need more support? Reach out to your Customer Support Manager to arrange a call or email [email protected].
Community Updates 🤝
From Customer Success
It’s been a busy and rewarding month across the customer success community, with a strong focus on collaboration, education, and shared learning.
✅ Job Planning Support Continues
In May, we supported 10 job planning workshops as part of the continued push for compliance and sign-off. Engagement remains high, and we’re seeing real momentum across organisations aiming to embed best practices.
📊 Demand & Capacity Sessions
We’ve also delivered a number of sessions focused on demand and capacity job planning. If your organisation is looking to get more from this functionality, we’re happy to provide tailored support—just reach out to your Customer Success contact.
While our commitment to supporting Medics remains strong, we’ve also been busy helping even more of our community!
👥 Non-Medics Job Planning Community Group
We recently hosted our Non-Medics Job Planning Community Group, designed to:
- Share best practices that help drive job planning adoption across wider teams
- Showcase how to unlock greater benefits from job planning
- Build a supportive network of experienced users
A big thank you to everyone who’s taken part in recent sessions and community events. Your input is what makes these groups so valuable! 🙌
If you’re interested in joining a future event—or even setting up a community group in your area—please get in touch. We’re here to help make it happen.
Medics Learning & Accreditation Update 🎓
RLDatix University
We’re committed to supporting your professional development and we’re thrilled to share some key highlights from our Medics training and accreditation journey. These stats are increasing month on month, and we’re so pleased to share them with you!
Medics Training Success
Since May last year, we’ve welcomed 516 candidates onto our Medics courses, with 282 Trainer-Led Virtual Classroom courses attended and 234 eLearning courses accessed, helping users gain the skills and confidence they need to get the most from our solutions.
Accreditation Achievements
We’ve seen fantastic progress in accreditations, with:
✅ 16 HealthMedic RLD Certified Administrators
✅ 9 HealthMedic RLD Certified Professionals
✅ 13 Activity Manager RLD Certified Administrators
🏆 Plus, one organisation has now achieved full Organisational Accreditation for Medics – congratulations!
Medics Learning Resources
We continue to expand our learning content to support our Medic customers:
🍎 7 Trainer-Led Virtual Classroom courses
💻 6 eLearning courses
📝 3 Certified Assessments for Activity Manager & Medic Rostering
🎥 A growing library of ‘How To’ video guides for JobPlan & Optima
Access RLDatix Academy Online
All our training and certification content is available on RLDatix Academy—your go-to learning hub.
New user? Request access via [email protected]
