Environment
- Practitioner Role
Instructions
Incoming Documents to your clinic can be assigned to you for review by staff and include incoming faxes, mail, and email attachments. Staff must assign the Documents to Practitioners for their review. If this is not completed by staff, all new incoming faxes can be found in the Inbox (if a fax connection is established) and any mail or email attachments would need to be uploaded to Aeon.
When Documents are assigned to a Practitioner, a Review Task is generated.
1. Click Tasks in the left column
2. By default, you are looking at Review items that specifically have been assigned to you:
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):
A. Patient: the Patient that is linked to this Document.
Warning ⚠️: Documents assigned to incorrect Patient
We are aware there is currently no ability to change the Patient if a Document is associated with the incorrect Patient. We will address this going forward.
B. Upcoming Appointments: If the linked Patient has an upcoming appointment, it will be noted here. If not and you would like one based on this document, you can create a Booking Task (see J).
C. Contact icons: Use these icons to reveal the patient's phone number, go to the Patient Profile, or start a new Chart Note.
D. The Practitioner assigned: If incorrect, click Assign to Practitioners and choose a different Practitioner to assign the Document for review.
E. Timeline: See the timeline of changes to this Document and add comments here.
F. Actions: Use these icons to download the Document or edit this Document Detail panel.
G. Acknowledge and View Next: If you have responsibility/ownership for this Document, choose this option once you are done reviewing the Document. After you Acknowledge the Document it will be removed from your list to review. Additionally, this will "complete" the related Task assigned to you. Of course, you can access it anytime in the Documents tab of the associated patient or the Completed Tasks tab.
H. Dismiss and View Next: If you are assigned a Document but in fact, you do NOT have ownership/responsibility, you would choose this option to have the staff re-assign this to a different practitioner. This will show up in the timeline with your name and "Dismissed" noted. Please see the warning below.
Warning ⚠️: We are currently aware of an issue where when the Dismiss and View Next option is chosen, the Document is not restored to the New > Inbox for staff to assign out to a different practitioner. To work around this in the interim, click on Assign to Practitioners > type the name/choose from list > Assign > Dismiss and View Next.
When you do so, "Dismissed" will appear next to your name and it will be assigned to the Tasks of the new Practitioner:
I. Create Task: Use this option to create a General Task or a Booking Task for staff.
J. Create Measurement: Create a Measurement directly into the Patient Profile.
K. Open Document Tasks: See the Tasks associated with this specific Document. You can click the ⭐to watch the Task.
4. Click Save
5. Move on to the next Document