Getting started
Everything you need to get started with Smart Notes
Introduction to Smart NotesOverview of Smart Notes, outlining its purpose, intended users, information access controls, and system requirements.
Mandatory training requirementsGuidance on mandatory training requirements before using Smart Notes.
Appointment screenGuidance on the Appointment screen within the Smart Notes application.
Viewing an AppointmentGuidance on how to view an Appointment.
Recording an appointmentThis article details information on how to record an appointment.
Summary templatesThis article explains how to select a summary template, transcribe an appointment recording, and review the completed appointment summary.
Reviewing a summaryThis article explains how to review, edit, and submit an appointment summary after transcription.
Setting up an appointmentThis article explains how users can view and access appointment information, including all client and appointment details pulled from the Rio clinical diary.
Linking your new or existing Access Identity accountThis guide walks you through linking an Access Identity account to your Rio applications, including Smart Notes and Observations.