This article covers the key tasks for managing client pathways in ePathways within Access Rio EPR.
View a client's pathways
You can review all pathways currently assigned to a client, including progress through each phase and action.
To view a client's pathways
Search for and open the client record.
Open Pathways.
Review the list of assigned pathways.
Select a pathway to view additional details.
For each pathway, you can view:
Pathway name
Current phase
Pathway status
Action completion progress
Phase progress information
Assign a client to a pathway
When a client requires a pathway, you can assign them to an available pathway template. The client receives their own copy of that pathway.
To assign a pathway
Open the client record.
Open Pathways.
Select Add Pathway.
Choose the required pathway template.
Complete the required fields:
Start Date
Owner (if applicable)
Comment (optional)
Select Save.
⚠️Important: Each client receives their own version of the pathway.
This means:
Changes made to a client pathway do not affect the template.
Changes made to a template do not update existing client pathways.
Clients receive the version of the pathway that was active when it was assigned.
Modify a client's pathway
Because each client has their own pathway copy, certain changes can be made without impacting other clients or the original template.
Depending on your permissions, you can:
Add pathway comments.
Add or remove actions.
Update expected phase durations.
Manually start or end phases.
Record variances.
📌Note: All pathway changes are recorded within the Rio Audit Trail.
Close a pathway
When a pathway is complete or no longer required, it should be formally closed.
To close a pathway
Open the pathway.
Select Close Pathway.
Choose a Closure Reason.
Add comments if required.
Select Save.
Automatic closure following death
If a client's death is recorded within Rio, active pathways automatically move to a death status. No manual action is required.
Transfer a pathway
If a client transfers between services or teams, a pathway can be transferred rather than simply closed.
To transfer a pathway
Open the pathway.
Select Close Pathway.
Choose a closure reason configured for transfers.
Save the closure.
Assign the client to the new pathway where appropriate.
This maintains pathway history and creates a link between the original and new pathways.
Related articles
ePathways: Overview: Concepts, statuses, phase progression, and prerequisites.
Completing Pathway Actions: Complete automatic and manual actions, manage dependencies and action types.
Troubleshooting ePathways: Resolve common issues with pathways and actions.