Your guide to success
Resources to help you realise greater value from Access Rio EPR.
By Connor1 author29 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.