Practitioner Foundations Session 2: Practice Exercise 1
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 2.
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 |
Sarin Singh, who prefers to be called Ramesh, is a new patient. His previous clinic has sent a transferred medical records package, but his Aeon Patient Profile is currently empty. |
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OBJECTIVE |
Review transferred records, upload and link the source document, and add key clinical information to Sarin’s Aeon record. |
🎓 Training Note: Populating the Patient Profile with Historical Records
It may be more common for the MOAs or other staff to complete the task of bringing over records and transferring them to Aeon when a new patient joins your clinic. In the interests of learning, we will assume that this wasn't able to be done, and therefore you must do so.
🔒 Staff have different permissions than Practitioners in Aeon when it comes to items in the Patient Profile. This article lays out this information.
Learner Instructions
| Step | Asset to refer to with questions | Task to Complete |
| 1 | Clinic Day Card | In the Calendar, open Sarin Singh's appointment |
| 2 | Clinic Day Card | Update the status to In Progress |
| 3 | Clinic Day Card | Start a new Chart Note |
| 4 | Sarin lets you know that he brought his medical record with him (as he is a new patient to your clinic). Download the document package to your computer. | |
| 5 | Charting Quick Guide: Files | Leave the Chart Note and upload the document package in the Files sub-tab, you can use a title such as "Transferred Medical Records - Previous Family Physician" |
| 6 | Charting Quick Guide: Files | Back in the Chart Note, add the new File to the Chart Note |
| 7 | Charting Quick Guide: Charting | Change the Chart Note title to Transferred Records Review |
| 8 | Charting Quick Guide: Charting | Add a short note explaining that records from the previous family physician were reviewed |
| 9 | Charting Quick Guide: Issues | Create the following Issues using information from the package:
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| 10 | Charting Quick Guide: Histories | Create the following Histories:
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| 11 | Charting Quick Guide: Medications | Add the following current Medications:
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| 12 | Charting Quick Guide: Measurements | Add the historical blood pressure of 132/80 mmHg, dated July 20, 2026 |
| 13 | Charting Quick Guide: Measurements | Add the historical weight of 82.4 kg using the same date |
| 14 | Charting Quick Guide: Screenings | Create a FIT Screening showing the negative result and next due date documented in the package |
| 15 | Charting Quick Guide: General Tasks | Create a General Task for yourself to review Sarin’s A1C in August 2026 |
| 16 | Clinic Day Card | Sign and Save the Chart Note |
| 17 | Clinic Day Card | Update the status of the Appointment to Complete |
| 18 | Charting Quick Guide | Review Sarin’s Patient Profile and confirm that the Issues, Histories, Medications, Measurements, Screening, File, and Task are visible |
🎉 You have successfully turned transferred medical records into an organized Aeon Patient Profile
By completing this exercise, you now understand that:
- The original transferred document should remain available in Files as the source record
- Important clinical information should also be entered as structured Aeon components
- Issues, Histories, Medications, Measurements, and Screenings make transferred information easier to find and use
- Timeline comments and linked Files help show where historical information came from
- Tasks identify follow-up work that still needs attention
📢 Suggestion for Improvement?
How could we make this Practice Exercise better? Send us your thoughts! support@aeon.health