Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

Documents: An Overview

Learn all about Aeon's document storage and management features

Quick Links

 

Description

The Document Management System is here to help clinics easily store, review, organize, and manage all sorts of patient and administrative documents. It makes uploading, categorizing, linking tasks, and even faxing a breeze!

Staff and practitioners can effortlessly upload documents like lab results, imaging, and consult notes into patient charts, review new items, and share important data by fax with other providers. You can access it during document reviews, patient appointments, and administrative workflows, making your day a little smoother.

 

Some common tasks you will perform using Documents include:

  • Upload and categorize documents by type, observation date, and assignees
  • Review and acknowledge/dismiss documents
  • Attach documents to tasks, or consults
  • Edit document details

 

Training Tip 🎓: In Aeon you will find both Eforms and Documents. An Eform is an electronic template that can be auto-filled with patient data and information.  A Document is any type of document related to the patient that you receive or create and want to save to the patient file. 

 

 

Location

You can find this feature right in the clinician's workflow during patient visits, accessed within the Patient's record in the Documents sub-tab:

2025-02-18_14-37-59

Additionally, in areas where you can attach a document to another Aeon component, you will see that ability.  For example, in Consults you can attach Documents.  

 

 

Use 

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

 

 

View a Patient's Documents

1. Open the Patient Chart

2. Click on Documents

3. View a list of the Documents linked to the Patient file

To view a specific Document:

4. Click on the title of the Document

5. View the Document on your screen

 

 

Upload Documents

1. Open the Patient Chart

2. Click on Documents

3. Click Upload Document

4. Complete the information.  If your Document doesn't fall into a listed Category, use "Other"

 5. Click Save
 
 
 

 

Edit a Document

While you are unable to make direct edits to a Document, you can edit the Document Details.

1. Open the Patient Chart

2. Click on Documents

3. Click on the title of the Document

4. On the right-hand side you will find the Document Details (if you've minimized your screen, expand it)

5. Click the edit icon

6. Make your changes

7. Click Save

If you view the Timeline of the Document you will see the changes made

 
 

 

 

Permissions

  • Practitioners: Full access to upload, review, edit, acknowledge/dismiss, and share documents, mark as abnormal/normal, and assign additional practitioners.
  • Staff: Can upload, categorize, and assign documents. Minimal editing of document name, observation date, and category.

 

 

Documents Limitations

These are topics that we are aware of and working to address in the future:

  • Advanced document comparison tools for side-by-side review
  • Automatic tagging of documents with patient history data
  • Archive and redact functionality
  • Document patient sharing through a portal

 

 

Document Issues

These are current issues that we are aware of:

  • Some manual steps are required for document linking in complex workflows
  • Currently, no way to remove documents if added to the wrong patient's chart
  • Can only send documents to patients through external email (no fax)