---
title: "Practitioner Onboarding: The Basics"
description: In this session Practitioners will learn the core functionality of Aeon by creating patient data with a test patient in Aeon.
---

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1. [Aeon Health Help Center](https://help.aeon.health/?hsLang=en)
2. [Training](https://help.aeon.health/training?hsLang=en)
3. [30 Minute Onboarding](https://help.aeon.health/training?hsLang=en#30-minute-onboarding)

March 19, 2026

# Practitioner Onboarding: The Basics

## This is a recording of a live session where you will create with the instructor as you learn about the core functionality in Aeon.

In this session we will use a fake patient "Mickey Mouse" to practice Aeon functionality.  Before you get started, please ensure that you've [accepted your Aeon Invite](https://help.aeon.health/how-to-accept-your-aeon-invite?hsLang=en).  

📹The setup to watch and practice is to split your monitor into two windows (if wide enough), or **ideally use two monitors** - one with this video and the second with your own Aeon account.

<iframe src="https://player.vimeo.com/video/1174848534?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share" referrerpolicy="strict-origin-when-cross-origin" style="position:absolute;top:0;left:0;width:100%;height:100%;" title="Practitioner Onboarding Basics"></iframe>

*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 videos.  You can also turn on the CC/Subtitles.*

### Chapter Timestamps

00:00 Welcome

01:17 The Knowledgebase

03:11 The Calendar

05:41 Create a Calendar Appointment

07:43 Create a Chart Note from within a Calendar Appointment

11:15 Add an Embed to the Chart Note

12:50 Add items from Sidebar to the Chart Note

14:47 Create a Prescription

16:05 Fax a Prescription

17:50 Generate a Lab Requisition

19:37 View Task created by Aeon to complete your Draft Chart Note

20:46 Add a Fee for Service Bill Claim

22:04 Tasks

22:41 File Review Task

26:39 Revise Chart Note

26:56 Create a Consult

29:04 Unbilled Appointments

 

 

- [Get Started](https://help.aeon.health/get-started?hsLang=en#main-content)

    - [Quickstart Checklists ( ✅ Start Here! )](https://help.aeon.health/get-started?hsLang=en#quickstart-checklists-start-here)
- [Training](https://help.aeon.health/training?hsLang=en#main-content)

    - [Practitioner Training](https://help.aeon.health/training?hsLang=en#practitioner-training)
    - [30 Minute Onboarding](https://help.aeon.health/training?hsLang=en#30-minute-onboarding)
- [Aeon Features](https://help.aeon.health/aeon-features?hsLang=en#main-content)

    - [Aeon Basics](https://help.aeon.health/aeon-features?hsLang=en#aeon-basics)
    - [Allergies](https://help.aeon.health/aeon-features?hsLang=en#allergies)
    - [Audit Exports](https://help.aeon.health/aeon-features?hsLang=en#audit-exports)
    - [Billing: General](https://help.aeon.health/aeon-features?hsLang=en#billing-general)
    - [Billing: Fee-For-Service (FFS) BC](https://help.aeon.health/aeon-features?hsLang=en#billing-fee-for-service-ffs-bc)
    - [Billing: Longitudinal Family Physician (LFP) BC](https://help.aeon.health/aeon-features?hsLang=en#billing-longitudinal-family-physician-lfp-bc)
    - [Calendar](https://help.aeon.health/aeon-features?hsLang=en#calendar)
    - [Charting](https://help.aeon.health/aeon-features?hsLang=en#charting)
    - [Consults](https://help.aeon.health/aeon-features?hsLang=en#consults)
    - [Files](https://help.aeon.health/aeon-features?hsLang=en#files)
    - [Histories](https://help.aeon.health/aeon-features?hsLang=en#histories)
    - [Immunizations](https://help.aeon.health/aeon-features?hsLang=en#immunizations)
    - [Inbox](https://help.aeon.health/aeon-features?hsLang=en#inbox)
    - [Issues](https://help.aeon.health/aeon-features?hsLang=en#issues)
    - [Measurements](https://help.aeon.health/aeon-features?hsLang=en#measurements)
    - [Medications & Prescriptions](https://help.aeon.health/aeon-features?hsLang=en#medications-prescriptions)
    - [Patient Profile](https://help.aeon.health/aeon-features?hsLang=en#patient-profile)
    - [Requisitions](https://help.aeon.health/aeon-features?hsLang=en#requisitions)
    - [Resources](https://help.aeon.health/aeon-features?hsLang=en#resources)
    - [Settings](https://help.aeon.health/aeon-features?hsLang=en#settings)
    - [Screenings](https://help.aeon.health/aeon-features?hsLang=en#screenings)
    - [SRFax Integration](https://help.aeon.health/aeon-features?hsLang=en#srfax-integration)
    - [Tasks](https://help.aeon.health/aeon-features?hsLang=en#tasks)
- [Settings](https://help.aeon.health/settings?hsLang=en)

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