Environment
- Staff Role (Practitioners can complete steps and have greater permissions)
- Incoming faxes linked to Aeon and/or paper documents received by the clinic
Instructions
There are two ways that documents can be added to Aeon - via fax connected to your Aeon account, and by uploading any physical mail or email documents received.
1. Click Inbox in the left column
2. By default, you are looking at New items
Training Tip 🎓: New vs All
New: All new items added to the Inbox that haven't been assigned to a Practitioner yet.
All: All documents with the ability to further filter only display the documents assigned to a specific practitioner, a type of document, or abnormal results.
3. Click the title of the first document
The Document Details will appear on the right side of the screen (if your screen is minimized, then expand it)
5. Fill in the details:
- Title: Give the document a clear title (*mandatory)
- Category: Choose from the dropdown based on the type of document it is (*mandatory)
- Observation Date: By default, this is the date it was received in the Inbox
- Patient: Start to type in the patient's name and choose it from the dropdown - this will link the Document to the Patient Profile
- Assign To: Start to type in the name of the Practitioner and choose it from the dropdown - this will assign the document to the Practitioner for review
Example filled in:
6. Click Save
7. Move on to the next Document
When that Practitioner goes to their Assigned items or Tasks, they will see the Document to be reviewed.