Practitioner Foundations Session 1: Practice Exercise 2
Practitioner Foundation Practice Exercises
Suggested PreRequisites:
1. To complete this practice exercise, you must use an Aeon Trial Account. We provide these during trials or onboarding.
2. It is best if this exercise is completed after Practitioner Foundations Training Session 1.
3. All assets (cards) referred to are provided by Aeon Support. Contact us if you don't have them or require an updated copy.
This is an optional exercise you can do to get more practice!
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STORY |
A new patient, Chao Chen (55), is joining your practice and booked an appointment for a prescription refill. You’re building his chart and entering his chronic conditions and relevant medical history. |
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OBJECTIVE |
Document today’s visit, add chronic issues, update meds and allergies, and arrange screenings. |
Learner Instructions
| Step | Asset to refer to with questions | Task to Complete |
| 1 | Clinic Day Card | Open Calendar and locate Chao Chen |
| 2 | Charting Quick Start: Appointments (See back of card for How to Modify) | Chao's appointment was marked as a Phone Call but it should be In Person. In the Appointment Details, click edit and change the Appointment Type, then click Update Appointment. |
| 3 |
Clinic Day Card |
Review the reason for visit and update the status to In Progress |
| 4 |
Clinic Day Card |
Start a new Chart Note |
| 5 |
Charting Quick Start: Issues |
Create new Issues: HTN, T2DM, hyperlipidemia |
| 6 |
Charting Quick Start: Measurements |
Create a new Measurement for his blood pressure: 154/92 mmHg. He confirms it's normally on the high side. |
| 7 |
Charting Quick Start: Medications |
Record current meds prescribed to him by his last GP: Metformin 1000 mg BID; Lisinopril 20 mg daily; Atorvastatin 40 mg HS |
| 8 |
Charting Quick Start: Prescriptions |
As his Blood pressure remains above target despite taking lisinopril 20 mg daily, you create a Prescription for Amlodipine 5 mg tablet- take 1 tablet by mouth once daily |
| 9 |
Charting Quick Start: Allergies |
Document allergy to penicillin |
| 10 |
Charting Quick Start: Screenings |
Set up age/condition‑appropriate Screenings and reminders |
| 11 |
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Create a short SOAP note |
| 12 |
Charting Quick Start: General Task |
Create a Task for staff to obtain his complete medical history from previous GP |
| 13 |
Clinic Day Card |
Sign and Save the Chart Note |
| 14 |
Clinic Day Card |
Change the Status of the appointment to Complete |
🎉 Nice work—your new patient is officially charted and ready for ongoing care. After completing this scenario, you now understand that:
- Creating a Chart Note sets the foundation for the visit and ensures all documentation stays linked to the correct encounter.
- Issues track active/chronic problems like HTN, T2DM, and hyperlipidemia.
- Medications and Allergies can be easily added to the patient profile, helping you maintain an accurate and safe medication list.
- Screenings and reminders can be set up directly in the chart to support preventative care and ongoing monitoring for chronic conditions.
📢 Suggestion for Improvement?
How could we make this Practice Exercise better? Send us your thoughts! support@aeon.health