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Practitioner Foundations Session 1: Practice Exercise 4

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

Jennifer Jameson (45) returns for an Acute Issue and to review her ongoing fibromyalgia, anxiety, and migraine management.

OBJECTIVE

Start today’s note, review a previous note; add insomnia as a new Issue, update the anxiety status, schedule a 3-month follow-up, and remove the outdated ibuprofen allergy.

Learner Instructions

Step Asset to refer to with questions Task to Complete
1 Clinic Day Card In the Calendar, open Jennifer Jameson's appointment
2 Clinic Day Card Update the status to In Progress
3 Clinic Day Card Start a new Chart Note
4 Charting Quick Start View Jennifer's medical history by clicking through the headings in the right side-bar
   

Create a new SOAP Note using the template, OR copy/paste the SOAP Note below into the Chart Note:

S: Reports recent-onset insomnia. Follow-up of fibromyalgia, anxiety, and migraines

O: Chronic conditions and medications reviewed

A: New insomnia. Anxiety stable. Fibromyalgia and migraines ongoing

P:

  • Start treatment for insomnia as prescribed
  • Continue current management of chronic conditions
  • Remove outdated ibuprofen allergy from chart
  • Follow up in 3 months
6 Charting Quick Start:  Issues Add a new Issue embed to the Chart Note: recent‑onset insomnia.
7 Charting Quick Start:  Medications Review past Medications
8 Charting Quick Start:  Prescriptions Create a new Prescription embed for Insomnia condition - your choice (do not fax)
9 Charting Quick Start:  Issues Add the existing Issue of Anxiety to the Chart Note and change the status to Confirmed.
10 Charting Quick Start:  Histories Review her Histories
11 Charting Quick Start:  Histories Create a new Past Surgical History (your choice of topic)
12 Charting Quick Start:  Allergies In speaking to Jennifer, you determine you can remove her allergy to Ibuprofen.  To do so, add the existing Ibuprofen embed to the Chart Note from the right side-bar, mark it as Resolved, and resolved today.
13 Clinic Day Card Sign and save the Chart Note

 

🎓 Timeline Comments are a great way to let everyone in your clinic know what's going on with an item in the Patient Profile.  Under each sub-tab of the profile, you can open an item (like an Issue) and access the Timeline icon for that specific item.

Lets try this!

 
14 Charting Quick Start:  Issues Go to the Issues sub-tab in the Patient Profile
15 Charting Quick Start:  Issues Find the Anxiety Issue and open it
16   Click the Timeline icon
17   See the change of status noted with date and time
18   Add a comment in the timeline (your choice of text) and Post it

 

Typically appointments are created by Staff.  This next step will give you the opportunity to see the information in the Appointments sub-tab (all appointments past and future for this specific patient), as well as create your own.

 
19 Charting Quick Start:  Appointments Navigate to the Appointments sub-tab within Jennifer's Patient Profile
20 Charting Quick Start:  Appointments Create a new appointment for this patient for 3 months from today 
21 Clinic Day Card In the Calendar, update the Status of today's Appointment to Complete

🎉 Great work - this was a busy follow-up, and you handled it like a pro. By completing this scenario, you now understand that:

  • Issues can be added, or updated, helping you maintain a clean, current clinical picture - such as adding insomnia and updating anxiety to well-controlled.
  • Follow-up appointments can be booked directly from the patient’s chart, keeping future care organized and visible to both your team and the patient.

📢 Suggestion for Improvement?

How could we make this Practice Exercise better? Send us your thoughts! support@aeon.health