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Setting up an appointment

This article explains how users can view and access appointment information, including all client and appointment details pulled from the Rio clinical diary.

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Written by Connor Baeza
Updated over a week ago

Steps

  1. Open the Smart Notes app.

    • Once launched, users will automatically land on the Appointment screen.

  2. View appointments.

    • The Appointment screen displays the user's scheduled appointments. All details are retrieved directly from the Rio clinical diary, ensuring information is accurate and up to date.

  3. Select an appointment.

    • Tap on the required appointment from the list.

  4. Review appointment details.

    • Once selected, the full appointment details will be displayed. These include:

      • Client Name.

      • NHS Number.

      • Rio Number.

      • Allergies.

      • Address.

      • Phone Number.

      • Intended Activities.

      • Record Button, to begin recording notes for the appointment.

The user is able to quickly access and review all essential client and appointment information before starting their clinical activities or recording notes.

πŸ“ŒNote: If appointment data appears incorrect or missing, confirm that the Rio clinical diary has been updated and synced.

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