Skip to content
English
Contact us
Aeon's Status Page
  • There are no suggestions because the search field is empty.

Manage the Inbox & Assign New Files for Review

The workflow for triaging the inbox and assigning incoming files to practitioners.

Environment

  • Staff Role (Practitioners can complete steps and have greater permissions)
  • Incoming faxes via SR Fax linked to Aeon and/or paper Files/documents received by the clinic

🎓 Training Tip: SR Fax Integration

In order to have your SR faxes sent directly to Aeon, you can add this information at Settings > Integrations.  We suggest testing after you set it up.  New faxes will arrive in Inbox > New.

Instructions

There are two ways that Files can be added to Aeon - via SR Fax connected to your Aeon account, and by uploading any physical mail or email attachments received.

1. Click Inbox in the left column

2. By default, you are looking at New items; here is a breakdown of each category:

  • New:  New, unreviewed files that have not yet been assigned to a practitioner.

  • Admin: These are internal clinic files assigned to the Admin category. These are not linked to a patient.
  • Archived:  Files that have been archived because they’re junk, duplicates, or unrelated to a patient or the clinic.
  • All:  Every file across all categories.  Use the filter to display based on the File category or the practitioner assigned.

3. Click the title of the first File

The File Details will appear on the right side of the screen (if your screen is minimized, then expand it)

4. Choose if the File is a Patient File or an Admin File

  • A Patient File is linked to a patient in your clinic (See the Patient File Steps)

  • An Admin Document is not linked to a patient and can be used for items related to the operation of your clinic, for example (See Admin Document Steps)
Patient File Steps Admin Document Steps

5. Fill in the details:

  • Patient:  Start to type in the patient's name and choose it from the dropdown - this will link the File to the Patient Profile (*mandatory)
  • Observation Date: By default, this is the date it was received in the Inbox - you can change this now
  • Title:  Give the File a clear title (*mandatory)
  • Category: Choose from the dropdown based on the type of File it is (*mandatory)
  • Assign To:  Start to type in the name of the Practitioner and choose it from the dropdown - this will assign the File to the Practitioner for review 

Mark Abnormal if applicable to highlight this information

5. Fill in the details:

  • Title:  Give the File a clear title (*mandatory)

  • Assign To:  Start to type in the name of the Practitioner and choose it from the dropdown - this will assign the File to the Practitioner for review

 

Assigned To is Blank:  For both the Patient File and Admin Document categories, if you do not assign a Practitioner for review, then no one will receive a Task to review the item. 

  • In the case of a Patient File not assigned, the File will be found in the File Tab of the linked Patient Profile.  However, no Review Task will be created, so no individual is reminded to review and act on the File.

  • In the case of an Admin Document not assigned, the File will be found in Inbox > Admin.  However, no Review Task will be created, so no individual is reminded to review and act on the File.

6. Click one of the following:

  • Save and View Next:  Save the changes you made and move on to the next item in the Inbox > New 

  • Save:  Save your changes.  You will remain on the same page and can navigate away from here
  • Save and Archive:  Save your changes and archive the File.  A good use for Junk mail arriving in the Inbox:
    2026-01-28_12-13-59

7. Move on to the next File


If a Practitioner has been assigned to the File, then when that Practitioner goes to their Tasks, they will see the File to be reviewed.