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!
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STORY |
Latisha Long is in for a follow-up to review her latest lab results. |
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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 |
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🎓 You may notice some steps you have completed in previous exercises. The act of creating and completing a Chart Note is a repetitive action and because you are completing it several times it will soon be done without a thought!
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| 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 | Review the reason for visit and update the status to In Progress |
| 4 |
Clinic Day Card |
Create a new Chart Note |
| 5 |
Charting Quick Start: Files |
Latisha had some Lab Results come in and you'll discuss these with her in the appointment. Add the Lab Report to the Chart Note by using the Files area in the right side-bar |
| 6 | Once the Lab Report is in the Chart Note, click on the drop down arrow to the right of the title to see the whole document | |
| 7 | Review the potassium 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 a Measurements embed for potassium based on the results. |
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Charting Quick Start: Charting |
Create your own SOAP Note using the template, OR copy/paste the SOAP Note below into the Chart Note: S: Follow-up visit to review recent lab results. No new concerns reported O: BP 128/78, HR 72, Temp 98.6°F, Weight 165 lb. Recent labs reviewed, including potassium A: Follow-up of recent laboratory results. Stable on current Levothyroxine P:
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| 14 | Charting Quick Start: Measurements | Add updated vitals by creating 4 Measurement embeds : BP 128/78, HR 72, Temp 98.6°F, Weight 165 lb |
| 15 | Charting Quick Start: Prescriptions | Re‑prescribe Levothyroxine by using the Prescription embed (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 |
| 18 | Clinic Day Card | Sign and Save the Chart Note |
| 19 | Clinic Day Card | In the Calendar, 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