List of Electronic Areas where patient information is held within the patient s folders on RiO / IAPTus. RiO CHECKLIST

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Appendix 7 List of Electronic Areas where patient information is held within the patient s folders on RiO / IAPTus. RiO CHECKLIST NTW SOT Initial response team folder NTW IRT Telephone triage NTW IRT Rapid response triage form NTW SOTW Street triage form phone SOTW Street triage form face to face SOTW Street triage form follow up Core Clinical Documents Folder Core document assessment Medication, allergies and sensitivities form Audit tool Consent status screen FACE risk profile Adult Addictions CYPS LD (Child and Adolescent) Learning Disability Neuro Disability Neuro Psychiatry Older People Perinatal Forensic Narrative risk assessment Lead professional care plan/review Community care coordinator care/risk management plan Care coordination reviews Employment and accommodation Employment and accommodation form CYPS Living arrangements Getting to know you process Inpatient care coordination care/risk management plan (IP) Care coordination care/risk management plan (IP) IP core clinical doc care plan Inpatient Documentation Inpatient arrangements Keeping children safe assessment GP Blood pressure check Physical health monitoring Core physical health monitoring record 1

BP & TPR chart Height and weight chart IP Rapid tranquiller chart Nutrition screening tool Falls risk assessment tool Mental health discharge summary PCP Core Clinical Documents Folder Core documents MDT trigger tool DNA reason form Consent Service user preference details Read Only Files Folder Adults read only Inpatient care plans IP risk management and contingency plan IP care plan agreement WAA assessment (all sections) Sainsbury risk too (all sections) Care plan documentation Crisis and risk management plan Care plan agreement Service user consent to share information Bolt documents Care plan review Carer form Carer details LD read only Care coordination assessment (all sections) Care plan documentation Risk management plan Lead professional care plan/reviews Nurse led clinic care plan/reviews Additional care plan information Care plan agreement Formulation and summery of assessment Care coordination review FACE risk profile All sections Older Peoples read only Service users consent to share information - both sections Registration details Additional demographics 2

Carer contact details Older peoples assessment documentation all sections Older peoples care plan documentation Care plan agreement Risk management and crisis plan Care plan review Inpatient multidisciplinary review Formulation, progress and summery Link to enhanced care plan review Face risk profile all sections Nutrition screening tool OP specialist assessment CPR decision form CYPS (read only) Care plan documentation Crisis plan Risk management plan Care plan agreement Non enhanced care plan review Care coordination assessment all sections CYPS care plan review Children and young people s care plan review CYPS consent to share CYPS consent to share information and copy of letters Notional screen tool CYPS face risk profile All 5 sections CYPS LD face risk profile All 5 sections CAMHS outcome measures CAMHS SDQ Parents CAMHS SDQ Teacher CAMHS SDQ Young person Specialist services read only RECS equipment Pharmacy read only Antipsychotics in dementia intervention plan Antipsychotics in dementia review plan Pharmacy print form IAPT (read only) IAPT read only Patient experience questionnaire Forensic (read only) Forensic Face Risk profile Background history Static forensic history Index offence Risk factors and warning signs Risk formulation 3

Consent to letters (read only) Consent to share information documents Consent form sharing letters with service user Consent form sharing letters with carers Addictions (read only) Addictions face risk profile Addictions risk factors and warning signs Addictions risk management/crisis contingency Medication (read only) Physical treatment (read only) Mental capacity act documentation (read only) Advance statement Children dependent and home Additional information MCA additional information for registration Record of a decision about the best interests Record a decision Advice for relevant advocates and professionals Advice of IMCA or local advocacy service Final decision Core clinical (read only) Discharge summary Physical heath monitoring form Service specific files Adults Registration documentation Additional demographics Crisis triage North of Tyne info Crisis critical indicator and EDP Inpatient admission property procedure Inpatient weekly diet sheet Inpatient medical certificates issued Inpatient 1:1 sessions with therapy Inpatient diabetic chart Inpatient phlebotomy record Inpatient 24 hour sleep chart Inpatient fluid balance chart Moving and handling assessment Moving and handling care plan Acute day services Acute day services admission checklist Acute day services discharge planning checklist Acute day services weekly MDT review record sheet Sunderland Rehab and recovery Cognitive assessment of voices Social functioning scale 4

Early warning signs self-management Early signs chart Recovery star Recovery star Exercise therapy Activity index Exercise therapy referral Pre-activity questionnaire Psychological services GAD 7 PHQ 9 Addictions Addictions alcohol Severity of alcohol dependence questionnaire Alcohol/Benzodiazepine physical withdrawal chart Opiate assessment tools Opiate physical withdrawal chart Veteran service Veteran service minimum data set Trauma screening questionnaire Core 10 screening measure Older peoples Older peoples assessment Ward admission checklist Supported MMSE and CDT Care plan documents Leave care plan Intermittent obs Arm s length obs Eyesight obs Wad initial care plan Older people s specialist assessments Ward risk of absconding care plan Assessment of suicide risk Framework for risk of suicide/self-harm Weight chart Fluid balance Oral fluid balance Moving and handling assessment Moving and handling care plan Weekly sleep chart B.M chart MPS assessment MPS provisional coding form 5

IAPTUS CHECKLIST PATIENT EPISODE Click on all episode individually (there may be multiple) Episode Summary Options Print Summery all sections with one click ASSESSMENT Assessment (if referral date is before May 2014 the assessment will be on Rio but check assessment tab on IAPTus as data may have been imported, anything from May 2014 the assessment will be in the assessment tab of IAPTus) DOCUMENTS Letters Uploads 6