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Introduction to Smart Notes

Overview of Smart Notes, outlining its purpose, intended users, information access controls, and system requirements.

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Written by Connor Baeza
Updated over 2 months ago

Access Rio Smart Notes allows healthcare professionals to view and audio record patient appointments directly from their mobile device. Recordings are processed using locally configured templates and artificial intelligence (AI), which organises the content into a structured clinical summary.


These drafts can then be reviewed, updated, and submitted back into the Rio Electronic Patient Record (EPR).


Purpose of Smart Notes

Smart Notes is designed for healthcare professionals working in:

  • Mental Health and

  • Community Health settings.

It runs on authorised iOS and Android devices and supports clinicians by capturing clinical notes during or after a consultation.

Key features include:

  • Audio transcription of patient and clinician speech through an AI system.

  • Automatic generation of clinical notes and consultation summaries.

  • Review, edit and confirmation of content before it is added to the patient’s Rio EPR record.

  • Secure extraction of patient administrative information from Rio EPR.

  • Ability for clinicians to add additional notes or clarifications before submission.

Customisation is possible depending on the purchasing organisation’s configuration. Any custom elements are clearly identified within Smart Notes.


Target users

Smart Notes is intended for healthcare professionals working in NHS organisations that use the Access Rio EPR system, including:

  • Doctors

  • Medics

  • Nurses

  • Allied Health Professionals

  • Mental Health Practitioners

  • Community Healthcare Workers


Access to information

Access to patient information is strictly controlled. The appointments visible to each user depend on:

  • Local system configuration

  • The user’s assigned role in the organisation

For further details on access permissions, refer to the Access Rio EPR Administrator Guide.


Requirements

Rio EPR System Compatibility

To use Smart Notes, the following are required:

  • Rio EPR account with HCP diary access.

  • Access Identity v2.1+

  • Smart Notes module enabled within Rio EPR.


Device requirements

Supported devices include:

  • iOS 14.0+

  • Android 8.0+

  • Minimum of 4GB available storage recommended.

  • Microphone permissions must be granted.


Clinical safety

Healthcare organisation responsibilities:

  • Complete local DCB0160:2018 Clinical Safety Case.

  • Assign a Clinical Safety Officer.

  • Ensure all staff complete required training.

  • Implement and maintain any local risk controls.

Manufacturer responsibilities:

  • Provide Clinical Safety Case and Hazard Log, DCB0129 compliant.

  • Support integration during implementation.

  • Offer technical guidance for local safety assessments.


Important warnings

  • Clinical accountability: Clinicians retain full responsibility for all content submitted to the EPR.

  • System dependency: Smart Notes requires Rio EPR integration.

  • Not suitable for emergency or critical care documentation.

  • Full technical specifications can be found in the Warranted Environment Specification.

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