Practitioner Foundations Session 1: Practice Exercise 3
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!
|
STORY |
Latisha Long is in for a follow-up to review her latest lab results. |
|
OBJECTIVE |
Access and review the patient’s lab results, create today’s note, record vitals, and document key lab values. Create a follow-up task and process a medication refill as needed. |
Learner Instructions
| Step | Asset to refer to with questions | Task to Complete |
| 1 | Clinic Day Card | Open the Calendar in preparation for your next appointment |
| 2 | Charting Quick Start: Appointments | Click on Latisha Long's Appointment in the middle of the screen |
| 3 | Clinic Day Card | You decide that before you start the Chart Note, you want to review the recent labs that came in that you will be discussing today. But before you head there, mark the Appointment as In Progress so that you don't have to return. |
| 4 |
|
Click the clipboard icon in the top right of the Appointment Details to go to Latisha's Patient Profile |
| 5 |
Charting Quick Start: Files |
Open the Files sub-tab in Latisha's Patient Profile |
| 6 | Open the Lab Report | |
| 7 | Review potassium and relevant results | |
| 8 | Charting Quick Start: Measurements | While looking at the Report, click the Measurements title in the right side-bar |
| 9 |
Charting Quick Start: Files & Charting Quick Start: Measurements |
It appears that staff did not create any Measurements from the Lab report. Create relevant Measurements while on this page. |
| 10 | Charting Quick Start: Charting | Since you are already in Latisha's Patient Profile, you decide to create the Chart Note from here (as opposed to in the Calendar). Go to the Chart Notes sub-tab and create a new Chart Note. |
| 11 | Knowledge Base Article | At the top right of the Chart Note, click the Link Appointment and link it to today's appointment (Note: This is a repeating appointment in order to set up a seeded environment in your trial account - therefore there are a list of dates. Typically there will only be one or a few dates) |
| 12 | Charting Quick Start: Charting | Give the Chart Note a title |
| 13 | Charting Quick Start: Files | Add the Lab Report to the Chart Note |
| 14 | Charting Quick Start: Measurements | Add updated vitals: BP 128/78, HR 72, Temp 98.6°F, Weight 165 lb |
| 15 | Charting Quick Start: Prescriptions | Re‑prescribe Levothyroxine (do not fax) |
| 16 | Charting Quick Start: Booking Task | Create a Booking Task for Staff to bring her in a month to re-do Measurement readings |
| 17 | Clinic Day Card | Create a short SOAP Note |
| 18 | Clinic Day Card | Sign and Save the Chart Note |
| 19 | Clinic Day Card | Update the Appointment Status as Complete |
🎉 Great job - your follow-up visit workflow is officially dialled in. By completing this scenario, you now understand that:
- Creating today’s chart note keeps all follow-up details: labs, vitals, and interpretation, tied to the correct encounter.
- Vitals can be added directly from the note, making it easy to record the measurements without jumping around the chart.
- Documenting specific lab findings (such as potassium levels) ensures clarity and supports clinical decision-making down the road.
- Tasks help you stay organized, letting you schedule follow-ups (like a 1 month check-in) without relying on memory.
- Medication refills can be processed right with the Chart Note.
📢 Suggestion for Improvement?
How could we make this Practice Exercise better? Send us your thoughts! support@aeon.health