How to use Patient Status & Enrollment

🎓 Training Tip: To learn more about the Patient Profile in Aeon, click here.

1. Click Patients in the left column

2. Open or create the Patient

3. If this is a new Patient, click Edit

4. Scroll down to Patient Status & Enrollment section

5. Fill out the fields as follows:

Patient Status: (*mandatory) Indicates whether the patient is currently considered part of the clinic’s active patient population.
- Active: Patient is currently receiving care
- Deceased: Patient is deceased
- Inactive: Patient is no longer receiving care (moved, transferred, etc.)
Patient Status Date: (*mandatory) The date the patient’s current status (Active/Deceased/Inactive) took effect. This information will be captured within the Timeline details on the Patient Profile to establish a timeline.

Note: The remainder of the fields are not mandatory and are more applicable to Ontario clinics.

Enrolled to Physician: Refers to the physician to whom the patient is enrolled as per the MOH enrolment process. By enrolling a patient to a physician, the patient is becoming part of his/her "enrolment list."
Enrollment Status: Indicates whether the patient is in active use.
- Enrolled: Patient is in active use
- Not Enrolled: Patient is not enrolled to a physician. Additionally, fill out the Enrollment Termination Date.
Enrollment Start Date: The date that the patient has been enrolled with a particular physician.
Enrollment Termination Date: The date that the patient enrollment has been terminated with a particular physician.
Enrollment Termination Reason: Records why the patient is no longer enrolled. These reasons are defined by the Ontario Ministry of Health and may be system-generated.

6. Save

Understand how Patient Status and Enrollment fields work, what the enrollment termination codes mean, and when to use each option in BC and Ontario clinics.