Your guide to success
Resources to help you realise greater value from Access Rio EPR.
By Connor1 author104 articles
Audit Trail
Audit Trail guides
- Audit Trail OverviewLearn how to run and interpret Audit Trail reports. Investigate record access, user activity, system changes, and other audit events.
- Common Audit Trail investigation scenariosQuickly identify which Audit Trail report to use when investigating user activity, record access, system changes, and audit events.
ePathways
ePathways guides
- ePathways: OverviewLearn how to assign clients to pathways, track progress through phases and actions, complete pathway activities, and manage pathway completion in Access Rio EPR.
- Complete Pathway ActionsHow to complete automatic and manual pathway actions in ePathways, including action dependencies, types, and repeated actions.
- Manage Client PathwaysHow to assign, view, modify, close, and transfer client pathways in ePathways within Access Rio EPR.
- Troubleshoot ePathwaysTroubleshoot common ePathways issues, including template availability, pathway progression, action completion, and access permissions.
Record contacts
Record contacts guides
- Record contacts without patient attendanceLearn how to record patient related contacts, professional discussions, and cross team involvement when a patient does not attend the contact.
- Record contacts without patient attendance FAQsFrequently asked questions when recording contacts without patient attendance.
Subject Access Requests (SARs)
Subject Access Requests (SARs) guides
- Generate a Subject Access Request (SAR)Learn how to create and manage Subject Access Requests (SARs), including applying date filters and selecting specific data sections for inclusion.
- Configure Subject Access Requests (SARs)Learn how to configure and enable the Subject Access Request (SAR), including system settings, output formats, and optional filtering options.
- Understand SAR Data, auditing and reportingLearn what information is included in a Subject Access Request report, how SAR activity is audited, and which workflow events can be triggered during processing.
Team Daily and Monthly planner
Team Daily and Monthly planner guides
- Use the Team Monthly PlannerLearn how to plan and manage client activity for your team using the Team Monthly Planner.
- Use the Team Daily PlannerLearn how to allocate appointments, assign clinicians, and manage daily team activity using the Team Daily Planner.
- Team Monthly Planner and Team Daily Planner FAQsFrequently asked questions when using the Team Monthly Planner and Team Daily Planner.
Documents
Document guides
- Lock and remove documentsLearn how to lock and remove documents in Rio.
- Draft and final documents in RioExplains the difference between draft and final documents in Rio, including how to promote a draft to final status.
- Upload documents to a patient record in RioChoose the right upload method in Rio based on how many documents you are uploading and whether you are working inside a patient record or from a shared folder.
- Associate documents with clinical eventsLink uploaded documents to clinical events in Rio, including referrals, admissions, discharges, appointment outcomes, and progress notes. Documents must have Final status before they can be linked.
- View, modify and print documents in RioOnce a document has been uploaded to a patient record, you can view it, update its details, add a new version, or print it directly from Rio.
Save and Go
Clinical workflow navigation guides
Workflow notifications
Workflow notification guides
- Use your To Do List notificationsHow to access, read, act on, and manage the workflow notifications in your Rio To Do List.
- Set up a workflow notificationSteps to create and configure a workflow notification, from creating the activity through to testing in a non live environment.
- Configure a new referral notificationConfiguration specification for setting up a workflow notification that fires when a new referral is saved to a team in Rio.
- Configure an appointment outcome due notificationConfiguration specification for setting up a workflow notification that fires when an appointment outcome has not been recorded in Rio EPR.
- Configure an urgent care attendance notificationConfiguration specification for setting up a workflow notification that fires when a patient registers at the Urgent Care department.
- Troubleshoot workflow notificationsSteps to diagnose and resolve common issues with workflow notifications not appearing, firing incorrectly, or displaying unexpected content.
Clinical Portal configuration
Clinical configuration guides
- Understand the Clinical PortalAn overview of how the Clinical Portal is structured and what each part of the screen is for.
- Understand safety indicators in the Clinical PortalA guide to the safety indicator icons displayed at the top of the Safety Overview tab and what each one means.
- Refresh the Clinical Portal to see the latest patient informationHow and when to refresh the Clinical Portal to ensure you are always viewing the most up to date patient information.
- View risk assessments and SNOMED terms in the Clinical PortalHow to access a patient's recent risk assessments and SNOMED clinical terms directly from the Clinical Portal.
- View outstanding care plan actions in the Clinical PortalHow to find and review a patient's outstanding care plan actions directly from the Clinical Portal.
- Navigate to safety screens quickly using the Clinical PortalHow to use the Safety Navigation panel and the Actions menu to reach key clinical screens in one click.
- Troubleshoot common Clinical Portal issuesSolutions to the most common issues you may encounter when using the Clinical Portal in Rio.
AMS Setup & Configuration
AMS Setup & Configuration guides
- Assign an HCP diary templateSteps to assign a diary template to an individual HCP to enable scheduling in their diary
- Grant cross team diary accessSteps to grant an HCP or user access to diaries belonging to HCPs in a different team.
- Configure referral requirementsSteps to control when a valid referral is required before an appointment can be booked.
- Configure Save and GoSet up Save and Go navigation options, assign page links, and configure role access
Care Plans
Care Plans guides
- Create a care planCreate a new care plan for a patient within their referral record.
- Add a problem or need to a care planAdd a clinical problem or need to a patient's care plan, including how to use library items.
- Add an intervention or goal to a care planAdd an intervention or goal to a problem or need on a patient's care plan.
- Update a care planEdit an existing problem, need, or intervention on a patient's care plan
- Close problems, interventions, and care plansFormally close interventions, problems or needs, and care plans once they are resolved or no longer relevant.
- Care plan troubleshootingSolutions to common issues you may encounter when using care plans.
Snomed CT
Snomed CT guides
- Understand SNOMED CTLearn what SNOMED CT is, how it appears in Rio, and what the icons on your screen mean.
- Record a SNOMED clinical termSearch for and add a SNOMED clinical term to a patient record.
- Remove a SNOMED clinical termSteps to remove a SNOMED clinical term from a patient record.
- Use the SNOMED Summary screen for clinical review and handoverHow to access and use the SNOMED Summary screen to review a patient's coded clinical terms and support handover.
- Troubleshoot SNOMED CT issuesSolutions to common SNOMED CT problems you may encounter as a clinical user.
IMS Ward & Bed Management
IMS Ward & Bed Management guides
- Understand bed statusLearn how to read the Bed Layout View and understand what each bed status means for patients on your ward.
- Use the Ward List ViewView a tabular list of all admitted patients on a ward, including MHA status, and generate a printable ward list.
- Use of the Ward PlannerView current and future bed occupancy on your ward using the Ward Planner.
- View ward attendeesView and manage patients who are attending your ward but are not formally admitted.
- Admit a patient in RioSteps to admit a patient to a ward bed using the Bed Layout View in Rio.
- Transfer a patient's careTransfer a patient to a different ward, consultant, or named nurse using the Transfer Out action.
- Swap beds between two patientsSwap the bed allocations of two patients simultaneously when all beds on a ward are occupied.
- Record patient leaveRecord an authorised leave episode for an admitted patient in Rio.
- Return a patient from leaveRecord a patient's return from authorised leave.
- View a patient's leave historyView all leave episodes for an admitted patient, including planned and taken leave.
- Record a patient as AWOL or absentRecord a patient as absent without leave (AWOL) or absent in Rio, depending on their detention status.
- Record a patient's return from AWOL or absenceRecord a patient's return from AWOL or absence and update their bed status.
- Record a sleepover and returnRecord a patient temporarily sleeping in a different bed or ward, and to record their return, in Rio.
- Discharge a patientDischarge an admitted patient and update their bed status to vacant.
- Understand the Rio IMS ward, bay, and bed structureAn overview of how Rio's Inpatient Management System organises wards, bays, and beds, and what must be configured before patients can be admitted.
- Configure a wardSteps to create or edit a ward in Rio's Inpatient Management System, including setting the ward code, operational plan, and user access.
- Configure bays and bedsSteps to create and configure bays and beds within a ward in Rio's Inpatient Management System.
- Configure a Ward Operational PlanAn overview of the Ward Operational Plan settings in Rio and how to configure them for mental health inpatient wards.
- Configure admission and discharge master tablesOverview of the admission and discharge master tables that must be configured in Rio before go live.
- Manage user access to wardsSteps to grant users access to wards in Rio, and an explanation of the two levels of access control that must both be configured.
Single Consultation
Single Consultation Screen guides
- An overview of the Consultation ScreenLearn what the Consultation Screen is, how it differs from the standard outcome screen, and what you can do with its three tabs.
- Record an appointment outcome using the Consultation ScreenHow to access the Consultation Screen and complete the Outcome Information tab to record an appointment outcome.
- Record a progress note using the Consultation ScreenHow to enter a clinical progress note directly within the appointment outcome workflow using the Consultation Screen.
- Record an assessment form using the Consultation ScreeHow to access and complete assessment forms from within the appointment outcome workflow using the Consultation Screen.
- Save and view a consultation recordHow to save the Consultation Screen, view a saved record, and understand auto save behaviour.
Online Help & Trust SOP
Online Help & Trust SOP Guides
- Access Online Help in Rio EPRSteps to open the built in Online Help from any Rio screen and read your Trust's guidance at the point you need it.
- Understand your Online Help content in RioA guide to the different types of content you may see when you open Online Help in Rio.
- Open a linked SOP document from Online HelpSteps to find and open your Trust's Standard Operating Procedure documents directly from the Rio help window.
Waiting Lists & RTT Pathway
Waiting Lists & RTT Pathway guides
- Understanding Waiting ListsLearn how waiting lists work in Rio, how patients are added and removed, and what the different list types are used for.
- Automatic vs Manual Addition to Waiting ListsUnderstand the difference between automatic and manual waiting list addition, and when to use each method for your service.
- Target Times, Warning Periods & Breach in Rio Waiting ListsLearn how Rio uses target times and warning periods to track waiting list performance and flag patients approaching or exceeding their maximum wait.
- Understanding RTT (Referral to Treatment) PathwaysFind out what RTT pathways are, which services need them, and how they work alongside waiting lists in Rio.
- Monitoring RTT Pathways via the Waiting List ScreenLearn how to use the RTT pathway view in Rio's waiting list screens to monitor patients on RTT pathways and identify those approaching breach.
Auto Save functionality
Auto Save functionality guides
- Use auto save in Progress NotesLearn how auto save works in Rio Progress Notes, what triggers it, and how to view your auto saved content.
- Use auto save in Assessment FormsHow auto save works in Rio Assessment Forms, what requirements apply, and how to recover an auto saved form.
- Troubleshoot auto save issuesFind solutions to common auto save issues in Rio EPR Progress Notes and Assessment Forms.
Diagnosis Recoding
Diagnosis Recording guides
- Understand the Diagnosis screen in RioLearn what each part of the Diagnosis screen shows, including diagnosis status, linked events, and SNOMED CT icons.
- Record a diagnosisStep-by-step guidance for recording a confirmed diagnosis linked to a clinical event, or an unconfirmed diagnosis without an event.
- Confirm or remove a diagnosisHow to confirm an existing unconfirmed diagnosis by linking it to a clinical event, remove a diagnosis, and view removed or historical diagnoses.
- Link or remove a SNOMED CT term on a diagnosisHow to add a SNOMED CT clinical term to an existing ICD-10 diagnosis, and how to remove a linked SNOMED CT term.
MHSDS, CDS & CSDS
Guidance on National Dataset Compliance.
- Understanding national datasets in RioAn overview of the three national datasets: MHSDS, CDS, and CSDS and how Rio captures the data required for submission.
- Set a field as mandatory on an assessment formSteps to configure mandatory field validation on a Rio assessment form to ensure national dataset data is captured at the point of care.
- Choose the right form style for national datasetsGuidance on selecting the correct Rio form style to ensure mandatory field enforcement and content validation work correctly for national dataset reporting.
- Configure CPA Review MHSDS Read Only FieldsSteps to configure the four MHSDS Read Only Fields on the CPA Review screen so that employment and accommodation data is captured and reported correctly.
- Set the Staff Professional Group on HCP recordsSteps to configure the Staff Professional Group field on HCP Registration records to ensure staff roles are correctly attributed in MHSDS submissions.
- Configure CDS contracts and SLA settingsSteps to set up contracts and SLAs in Rio to ensure the Commissioning Serial Number is included correctly in CDS submissions.
- National dataset compliance go live checklistA pre go live checklist to verify that Rio is correctly configured for MHSDS, CDS, and CSDS national dataset submissions.
- Troubleshoot national dataset reporting issuesCommon problems with MHSDS, CDS, and CSDS reporting in Rio, their likely causes, and how to resolve them.
Letter Templates & Discharge Summaries
Browse letter templates and discharge summary resources to support accurate, consistent, and efficient documentation.
- Understanding letter types in RioLearn about the two types of letters in Rio, non-editable and editable and when each one is used.
- Generate an editable letter in Rio (Desktop Word)Step by step guide to creating, editing, and uploading an editable letter using Microsoft Word on your desktop.
- Generate an editable letter in Rio (Microsoft 365)Step by step guide to creating, editing, and saving an editable letter using Word Online via Microsoft 365.
- Create and view a discharge summaryLearn how to create a discharge summary from an appointment outcome or inpatient discharge, and how to view or print a completed summary.
- Send a document to a patient's GPFind out how to send a discharge summary or letter to a patient's GP electronically from Rio