Charting: An Overview

Description
Location
Use
🔹View a Patient's Chart Notes
🔹Create Chart Notes
🔹Chart Notes in Draft
🔹Edit Chart Notes
🔹Link a Calendar Appointment to a Chart Note
Permissions
Chart Notes Limitations
Chart Notes Issues

Description

The Enhanced Charting System makes it super easy to document patient medical data, manage tasks, and includes handy features like referrals, lab requests, and prescriptions, all while keeping everything compliant with legal and usability standards. It's designed for practitioners, staff, and other healthcare professionals to smoothly document patient visits, handle tasks, and look up past data. You can use it during patient appointments, chart reviews, and for administrative tasks.

Some common tasks you'll complete in Charting are:

• Create, edit, and finalize chart notes with autosave and versioning
• Utilize embeds forward slash function to add Consults (referrals), Prescriptions, Issues, Histories, Immunizations, and Screenings
• Track changes to drafts, published notes, and linked tasks through the timeline
• Assign tasks and link them to specific chart entries
• Generate and manage medical documents (e.g., referral letters, lab requisitions)
• Sidebar view for a detailed overview of the patient's chart

Use 

Below, we will cover all the features of and how to use Charting.

View a Patient's Chart Notes

1. Click Patients in the left-hand column

2. Find the patient and click on their name

3. Click Charting

You will now see a list of all Chart Notes for the patient. To view a particular note:

4. Click on the title of the Chart Note

If there are any Histories, Issues, Prescriptions, etc that have been linked to the Chart Note, you'll see them noted at the bottom of the Chart Note.  If you click on an item, you'll be taken to that item's location to see more details:

Create Chart Notes

1. Click Patients in the left-hand column

2. Find the patient and click on their name

3. Click Charting

4. Click New Chart Note

5. Give the Chart Note a title (*mandatory)

6. Enter your notes in the note area.  Feel free to use the formatting options located above the note area

Add New Items

As you enter a Chart Note, you can embed new Tasks, Consults, Screenings, Immunizations, Measurements, Medications, Issues, Prescriptions, and Histories right within the Chart Note so that you don't have to leave the page.  To do so:

7. As you are typing, enter the command /task (for example), and you'll see the options that appear:

7. After you choose the type of Task, you'll see a blank embed form appear:

Add Existing Items

Sometimes you want to include previously created Tasks, Consults, Screenings, Immunizations, Measurements, Medications, Issues, Prescriptions, and Histories to the Chart Note.

8. While in the Chart Note, look at the right hand sidebar and see that there are the headings for the areas of the Patient Profile.  When you click on the dropdown, you'll see all prior entries:

9. To add one or more of these to the Chart Note, click the + to the right of the item 

When you are Done entering Information

10. When you are done with the Chart Note, click Sign and Save.  This will save the Chart Note, and any embeds you've created will now be found in their respective tabs, linked to this Chart Note.

For additional information, see Chart Notes in Draft.

Chart Notes in Draft

Aeon allows you to navigate away from a Chart Note in progress and then return to work on it some more.

As you type in a Chart Note, you'll see a display "Saved ✅" at the bottom of the screen, confirming that the information is saved.  This happens automatically as you type the note.  However, the note is not final until you click Sign and Save.

Here is a note that is in draft.  We can see the entry has been saved, but it hasn't been finalized yet:

If you view a list of your Chart Notes, you'll see Draft notes marked as such:

Edit Chart Notes

Due to the importance of Chart Notes, when you edit a Chart Note, you are actually creating a new, updated version of it.  The previous version will still be available, and you'll see all the changes noted in the timeline.  You can do two things with saved Chart Notes:  Strikeout Previous Text and Add New Text.

1. Locate the Chart Note you wish to edit