Patient Profile: An Overview

Description
Location
Use
🔹View a Patient's Profile
🔹Create a Patient Profile
🔹Quick Add a new 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

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

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

Create a Patient Profile

There are two methods to create a new patient.  The first is via the Patients tab, and the second is the Quick Add button located at the top right of the page.  Let's review creating a Patient Profile via the Patients tab:

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

Quick Add a new Patient Profile

Using the Quick Add is the second method to create a Patient Profile.  The steps are as follows:

1. At the top right of your screen in Aeon, click on the plus icon

2. Choose Create 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