How to Create Patients
The Workflow of creating Patient Profiles in Aeon
Environment
- Staff Role (Practitioners can create and have greater permissions)
- Converting paper Complete Patient Profile or Intake Form to electronic or transferring information from existing EMR
Instructions
1. Click Patients in the left column
2. Click New Patient
Training Tip 🎓: After you fill out the Patient information, you can move over to the second tab Personal Information to enter more data.
3. Enter the data (mandatory fields marked with * )
4. Click Save
In Aeon, Staff have stricter permissions regarding adding or modifying data. If there is information about the patient's medical history that should be added to the Patient Profile, you can create some of this yourself.
Staff Permissions for Patient Profile Information:
| Tab | Description | Staff Permission |
| Charting |
These are Chart Notes that a Doctor will create. You can view Chart Notes that have been created, but you can not create your own or edit them. |
View Only Timeline Comments |
| Issues |
Manage patient medical concerns, whether they're acute, chronic, or resolved. These are created in Chart Notes, therefore Staff cannot create or edit them. |
View Only Timeline Comments |
| Medications and Prescriptions |
Medications: These drugs were prescribed to the patient in the past or by another provider outside the clinic or Aeon system.
|
Medications: Prescriptions:
|
| Measurements |
A tool for keeping track of patient data, like vital signs and clinical metrics. Staff can create and edit but cannot archive. |
Create |
| Histories |
Document, review, and update patient medical histories, covering everything from past medical conditions and surgeries to family, social, and gynecological histories. Staff can view only. |
View Only Timeline Comments |
| Screenings |
Help healthcare providers easily create, manage, and set reminders for upcoming prevention screenings for their patients. Staff can create and edit but cannot archive. |
Create Edit Timeline Comments |
| Immunizations |
Create, track, and manage patient immunization records. Staff can create and edit. |
Create Edit Timeline Comments |
| Allergies |
Create, edit, and manage a patient’s allergies and adverse reactions. |
Create Edit (own entries) Timeline Comments |
| Documents |
Store, review, organize, and manage all sorts of patient and administrative documents. Staff can upload, categorize, and assign documents. Minimal editing of document name, observation date, and category. |
Create (Upload) |
Best Practice 🚀: Upload the paper version of the CPP or Intake Form (if applicable) to the client record to retain a version of it. You can also assign it to the applicable Practioner and it will then show up in their timeline for review. The Practioner can add the additional information to the patient record as they see fit.