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Issues: An Overview

Overview of Aeon's Issues module for tracking patient problems and conditions.

 

The Issues Management System is here to help healthcare providers easily track, update, and manage patient medical concerns, whether they're acute, chronic, or resolved. 

Some common tasks you will perform with this feature include:

  • View and manage active, chronic, and resolved Issues.
  • Link Issues to Chart Notes and Consults.
  • Using the timeline, track changes, including the history of edits and resolution status.
  • Archive and review past Issues without data loss.
  • Use Embeds to quickly add Issues to a Chart Note to track their management.

 

 
Location

Issues are a key part of preventive care and can be easily  created, reviewed, and managed in a few locations:

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A. Chart Notes: These can be created and edited during patient visits.

B. Issues Index: This offers a consolidated view of all patient Issues, with options to create, edit, or archive records.

C. Patient Sidebar: Provides quick access to recent Issues during patient interactions.

 

 

Use 

Below, we will cover all the elements of and how to use Issues.  

 

 

View a Patient's Issues

1. Open the Patient Profile

2. Click on the Issues sub-tab

To then view the specifics of a particular Issue:

3. Click the name of the Issue to expand it

👉Note the three icons to the right of the Issues:  Timeline, Delete, and Edit

 

 

Create Issues

Unlike other areas of the Patient Profile, Issues are created in Chart Notes, rather than directly in the Issues sub-tab.

1. Open the Patient Profile

2. Click on the Issues sub-tab

3. Click New Issue in Charting (you will be redirected to a new Chart Note with an Issue embed)

4. Enter the information

5. Click Sign and Save

 

 

Edit an Issue

 

1. Open the Patient Profile

2. Click on the Issues sub-tab

3. Find the Issue you wish to edit

4. Click on the name of the Issue

5. Click on the Edit icon to the right of the Issue

You will be redirected back to the Chart Notes.  You will create an edited chart note here.

6. Make your changes

7. Click Sign and Save

 

 

Archive an Issue

Instead of deleting Issues, Aeon gives you the ability to archive Issues, removing them from active view.  These archived Issues can be viewed or restored if desired.

1. Open the Patient Profile

2. Click on the  Issues sub-tab

3. Find the Issue you wish to edit

4. Click on the name of the Issue

5. Click on the archive icon to the right of the Issue

6. View the confirmation message about Archiving the Issue

7. Click Confirm

 

 

View Archived Issues

1. Open the Patient Profile

2. Click on the Issues sub-tab

3. Click the filter button

4. Choose Archived

5. Click on the name of the Issues to see the details

 

 

Restore an Archived Issue

1. Open the Patient Profile

2. Click on the Issues sub-tab

3. Click the filter button

4. Choose Archived

5. Click on the name of the Issues to see the details

6. Click the Unarchive button

 

 

Permissions

  • Practitioners: Can create, edit, and resolve Issues
  • Staff: Can view Issues

 

 

Issues Limitations

These are topics that we are aware of and working to address in the future:

  • AI-powered issue classification and recommendations
  • Patient-facing issue tracking for self-reporting
  • Integrated with multiple EMR components

 

 

Issues with Issues

These are current issues that we are aware of:

  • Initial Early Access does not fully connect all data points regarding Issues.
  • There is an inability to write a note regarding an Issue and pull that data into additional future notes (only captures the title, status, and required follow-ups for an Issue, and does not expand on details regarding the Issue).
  • Some inconsistencies may arise when reconciling Issues between structured data and free-text notes.