Mickey and Minnie Practitioner Training: Lesson 4

 

 

Congratulations on completing Lesson 3!  You're killing this training. Let's jump into the last lesson in this series.  

Here are the topics we'll discuss in Lesson 4:

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Quick Links

Training Setup
Video Training
Written Training
🔹Using the Global Search
🔹Create an eForm
🔹Amending Chart Notes
🔹Create a Consult
🔹Collaborating on Patient Profiles
🔹Archiving and Editing Issues
🔹Modifying Medications
🔹Modifying other Patient Profile Information
🔹Navigating Aeon Like a Pro

 

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Training Setup

1. To complete this training, we suggest you set up your screen with two windows (or two monitors), to view both the lesson and the demo account side by side.  It will look like this:

2. Choose if you'd like to learn by Video or Written Text - the learning is the same.  You'll find both below.  You are free to combine them as well!

3. This training will take you through practice situations that will help you become familiar with how Aeon will help your practice stay organized and save you time.  

 

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Video Training

This is a live recording of this lesson.  You'll see icons at the bottom right of the video screen that will allow you to change the speed, quality, or size of the video and move between chapters.  You can also turn on the CC/Subtitles.

 

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Written Training

Let's begin.

 

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Using the Global Search (0:26 in video)

In the last lesson, you created a Task for yourself to complete a few items for Minnie's appointment.  Let's practice using the Global Search to find Minnie's profile.  Aeon's Global Search, located at the top of your screen, is very exhaustive:

 

1. Try typing the following into the search field and view the results:

• m
• mi
• minnie
• mouse
• mouse, minnie

2. Choose Minnie's name from the search results

Excellent!  Be sure to use the Global Search going forward to find Patients quickly.

Let's go ahead and create the Lab Request.

 

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Create an eForm (2:37 in video)

We need to send the Lab Request with Minnie's pap smear.  Your account may not yet have a Lab eForm setup.  If not, let us know.

1. Go to Documents > Add eForm

2. Create the eForm

In your clinic with a real patient, you may want to then create a General Task for Staff to send the items out to the lab.

 

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Amending Chart Notes (3:32 in video)

On review of Minnie's Chart Notes from the appointment, we realized that it would be a best practice to have listed her sleep issues as a suspected Issue.  This way, we can link it to her consult.

Aeon allows practitioners to add to previously saved Chart Notes and strike out items you may want to remove.  You do not have the ability to delete.

1. In Minnie's Patient Profile, click on Charting

2. Click on the title of your notes from the appointment

3. Click on Create New Revision at the bottom right

4. Scroll to the bottom of the Chart Notes and you'll see a new editable area:

This is where you can add new items to the Chart Note previously saved.

5. Start to type in /issue and choose it from the dropdown

6. Under Issue Type, add Insomnia (this is a free-text field, not a dropdown)

7. You can leave the Category and Status as is

8. Choose a Started On date

9. Click Amend and Save at the bottom of the screen

If you open up the Chart Note again, you'll notice that the Revision is noted at the bottom with the date/time stamp:

Now we can move on to the Consult!

 

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Create a Consult 

Aeon's powerful Consult feature allows practitioners to easily populate referrals from patient data to external providers.

Below, I will show you what it looks like to create a Consult.  We will not practice this in your account to avoid creating false data:

This is a live recording of this lesson.  You'll see icons at the bottom right of the video screen that will allow you to change the speed, quality, or size of the video and move between chapters.  You can also turn on the CC/Subtitles.

 

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Collaborating on Patient Profiles (6:27 in video)

Some time has passed.  Unfortunately, you were out sick, and your patient load was handled by a colleague of yours in the clinic.  

Any practitioner in your clinic has access to all Patient Profiles and can create, edit, and manage information in the exact same way.  The timeline will capture who/what/when.  

In this case, you had sent out a lab request for Mickey to confirm a Type 2 Diabetes result.  

• The results arrived at your clinic, and Nurse Martha Brunstetter uploaded the document to the Inbox and assigned it to you and Dr. Bloom to acknowledge (as you were out of the office):

• When Dr. Bloom looked at her Review Tasks, she saw the Document there:

• As you were away, she reviewed and Acknowledged the Document.  
• Dr. Bloom created a booking Task for the nurse to set up a call with Mickey to discuss the results:

• Dr. Bloom completed the call with Mickey and prescribed Metformin.  This is captured in her Chart Notes for the call:

• Dr. Bloom also sent you a Task regarding all of her actions:

• When you return to the office, you'll find the Task.  All timelines will reflect Dr. Bloom's actions:

 

1.  Try this yourself.  As there are likely several people from your clinic using the Mickey/Minnie profiles, go ahead and make changes or additions to the information your colleagues have entered.  

Next, let's practice editing or modifying particular areas of the Patient Profile.

 

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Archiving and Editing Issues (9:20 in video)

Issues (and Histories) are edited within Chart Notes only - they are not stand-alone items. We'll practice this so you can see the difference.

1. Open Mickey Mouse's Profile

2. Go to Issues

3. Click on the title of the Issue to open it up

4. Note the three icons at the bottom right: Timeline, Archive, and Edit.

You are familiar with Timeline, so we won't review that.  Archive is used to remove an Issue from active view - there is no Delete option.  

5. Click the Archive icon

6. Choose Confirm

7. When you view your Issues, you no longer see it; however, there is a new line "Show 1 Archived Issue":

8. Click on the link to Show Archived Issue

9. Note that you can view it, or hide it again

10. Click the title of the archived Issue to open it

11. Go to the icons at the bottom right and click on the Unarchive icon

Your Issue is now restored!

Now, let's edit the Issue

12. Click on the title of the Issue to open it up

13. Click the edit icon at the bottom right

14. Make a change in the embed (the Diagnosis Status for example)

15. Give this new Chart Note a title (it won't save otherwise)

16. Click Sign and Save

17. Go to the Issues tab

18. Click on the title of the Issue to open it

You'll see that now, BOTH Chart Notes are linked to the one Issue:

19. Click on the timeline of the Issue on the bottom right

You'll see the change was recorded:

20. Try clicking on the title of either of the Chart Notes to open it from this window

 

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Modifying Medications (13:13 in video)

Let's practice modifying the Medications on the Patient Profile.

1. Open Minnie Mouse's Patient Profile

2. Go to Medications

3. Click on the title of any Medication to expose the options for modifying

At the bottom right, we see the typical Timeline and Archive icons; they work the same as we practiced in the Issues example, and if you click on the ellipses, you will see additional options:

A. Complete: The patient has finished the medication.

B. Discontinue: There was a reason for the patient to stop the medication (adverse reaction, trying a different prescription dose, moving to a different medication..).

C. Re-prescribe: The patient needs to fill a new prescription for the exact same medication.

D. View Prescription: View the Prescription on your screen. 

 

4. Discontinue a Medication

You'll see a red note that the Medication has been Discontinued.

5. Click on the title of the Medication again to open it

6. Open the Timeline

7. Make a note about why you discontinued the Medication

8. Click Post to save your timeline note

9. Edit the Medication

10. Change the status to Active

11. Click Update

Note that the Medication is now Active once again.

Mickey now needs a refill Prescription for Triazolam.

12. Open the Medication and click the ellipses

13. Click Re-Prescribe

14. Change the amount of refills

15. Click Create

16. In the Prescription panel on the right, click on the download icon

17. Open it on your screen to view it

18 At the bottom of your screen on the right, click Go to Medications

This will take you back to your list of Medications.

19. Click on the title of the Medication

You will now see that there are multiple Prescriptions for the same Medication listed as we changed the refill number the second time.

 

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Modifying other Patient Profile Information

Now that you have the hang of things, go through the following sub-tabs on Mickey's profile and try each option.  If there isn't any information in that tab, feel free to create some!:

1. Measurements: Archive, Unarchive, Edit

2. Histories: Histories are edited like Issues - within the Chart Notes.  Archive, Unarchive, Edit

3. Screenings: Archive, Unarchive, Edit

4. Immunizations: Archive, Unarchive, Edit

5. Documents: When you open a Document, you can see the options in the right-hand panel.  There is limited ability to edit Documents.  Currently, you can only edit the details.  Try the edit icon out yourself.

6. Timeline:  You can only add comments to the Timeline.

 

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Navigating Aeon Like a Pro

Viewing two areas of Aeon at the same time

Let's say you are working on a Chart Note and you don't want to leave the screen (even though Aeon saves your work for you) and you want to quickly pull up your Calendar.

1. While looking at the current screen, take your mouse and right-click on the Calendar icon in the left column:

2. Choose Open Link in New Window:

3. Put your Windows side by side (or on two monitors if you have that setup) to see them both:

 

Changing the Text Size

The quickest way to increase or decrease the size of the text on your screen is to use your keyboard.

Windows: 

• Choose Ctrl + on your keyboard to increase the text size
• Choose Ctrl - on your keyboard to decrease the text size
• Choose Ctrl 0 to put the size back to the default

Mac:

• Choose Command + on your keyboard to increase the text size
• Choose Command - on your keyboard to decrease the text size
• Choose Command 0 to put the size back to the default

Additionally, your browser may have options for changing the default text size.

 

Moving Back

Look for buttons that let you navigate back to the list.

In this example, I've opened a previously signed Chart Note, and I can see a Back button that will return me to the list of Chart Notes:

I could also use the back arrow on my browser to go back to the last page.

In this example, I'm looking at a specific History and there is a back button at the top:

 

Congratulations!  🎉🙌🍾You've completed the Mickey Mouse training!  You now have all the information needed to get off to a great start in using Aeon.  Please feel free to provide any feedback on these tutorials to support@aeon.health