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Access Online Help in Rio EPR

Steps to open the built in Online Help from any Rio screen and read your Trust's guidance at the point you need it.

Written by Connor Baeza

Rio includes built in Online Help on every screen. When you open it, you see guidance that is specific to the screen you are currently on, so you get the right information at exactly the right moment, without having to search for it.


Open the help window

You can access Online Help from any Rio screen at any time.

  1. Navigate to the Rio screen where you need help. For example, the Referral screen, the CPA Review screen, or the Appointment Outcome screen.

  2. Look for the help icon (a question mark ?) in the Information Bar at the top of the screen.

  3. Click the ? help icon.

A new window opens displaying the help content for your current screen. This may include:

  • Generic guidance that applies to all users of that screen (Global Help).

  • Your Trust's specific SOP guidance and local workflow notes (Organisation Help), displayed below the global content.

📌Note: The help window is specific to the screen you were on when you clicked the help icon. If you navigate to a different screen, close and reopen the help window to see the help for the new screen.


Read and close the help window

  1. Read the help content displayed in the window.

  2. If a link to a Trust SOP document is shown, click it to open the document in a new window, your Rio session and the help window remain open.

  3. Close the help window when you have finished. Your Rio session is unaffected.

🤓Tip: If the help window opens but appears blank, no help content has been set up for that screen yet. Contact your System Administrator or line manager if you need guidance for a screen that shows no content.

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