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Patient Profile: An Overview

Learn all about Aeon's Complete Patient Profile display

Quick Links

Description
Location
Use
🔹View a Patient's Profile
🔹Create a Patient Profile
🔹Edit a Patient Profile
Permissions
Patient Profile Limitations
Patient Profile Issues

 

Description

The Patient Profile gives you a handy snapshot of the patient. It serves as a Complete Patient Profile ("CPP"), showcasing essential details like basic demographics, appointment histories, the patient's PHN/DOB/age, contact info, and more.

You'll find the rest of the CPP data on the sidebar, including patient histories, active issues, medications, allergies, screenings, etc.

Some common tasks you'll complete in/with Patient Profiles are:

  • Add patient demographics
  • Add patient Contacts
  • Add patient family members
  • Track patient appointment history

 


 

Location

In the Patients tab, after you click on the name of a patient, you'll see their Patient Profile (A) and the sidebar information (B):

2025-02-18_10-42-22 

 

 

Use 

Below, we will cover all the features of and how to use  

 


 

View a Patient's Profile

1. Click Patients in the left-hand column.

2. Find the patient and click on their name.

3. You will now be in the Patient tab and viewing the Patient Profile.

 


 

Create a Patient Profile

1. Click Patients in the left-hand column.

2. Click New Patient.

3. Fill in the information (* indicates the field is mandatory).

4. Note there are two additional (and optional screens) located at the top - Personal Information and Activities and Hobbies.

5. Click Save.

 


 

Edit a Patient Profile

1. Click Patients in the left-hand column.

2. Find the patient and click on their name.

3. At the top right under the email field, click Edit
 
4. Make your changes/additions.
 
Note that all changes will be reflected in the Timeline for the Patient, including what was changed.
 

 


 

Permissions

  • Practitioners: Has full access to add, edit, and modify all elements of the Patient Profile.
  • Staff: Currently has access to everything in the patient profile. They do not have full access to everything in the sidebar.

 


 

Patient Profiles Limitations

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

  • Patient overview/summary
  • Patient family member connections within the app
  • Patient labels (Dymo labels)

 


 

Patient Profiles Issues

These are current issues that we are aware of:

  • No patient family member connections