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Practitioner Foundations Session 2: 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 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!

STORY

You are completing your end-of-day review when you find a File Review Task for Bob Builder. His FIT/FOBT result is positive and requires follow-up.

OBJECTIVE

Review and acknowledge the result, update Bob’s Screening information, and assign the required follow-up work to clinic staff.

Learner Instructions

As needed, refer to your Assets for help.

  • Charting Quick Guide

  • Clinic Day card

  • Use these sections of the What do I do with this? card:

    • Lab Result Came In

🎓 No Task Found for this Patient

We are going to refer to the File Review Task for Bob Builder.  This Task may have already been closed in your account in the process of reviewing/closing high priority Tasks.  But have no fear!  We are going to send it back to the Inbox as if it never was seen.

Step Task to Complete
1 Go to your Tasks
2 Go to File Review
3 If you DO have a File Review Task for Bob Builder, go to Step 
If you DO NOT have this Task, continue to the next step
4 Click the All Tasks
5 Click Filter
6

Filter to only show:

  • Closed (State)
  • File Review (Task type)
7 Click on the Task for the File Review for Bob Builder to open it
8 On the right side-bar, click Remove Acknowledgement
9 Go back to your File Review Tasks
10 Open the File Review Task
11 Review the result and recommendations
12 Acknowledge the File as read
13 Create a Booking Task for Staff to book Bob for an urgent appointment to discuss the result

 

⏱️ Assume some time has passed

 
14 In the Calendar, open Bob Builder's appointment
15 Update the status to In Progress
16 Start a new Chart Note
17 Attach the File to the Chart Note
18 Open the Screenings sub-tab of Bob's Patient Profile
19 Update the FIT/FOBT Screening using the date and result shown on the report
20 Record the result as abnormal
21 Add an appropriate Timeline comment noting that the information came from the transferred laboratory report
22 Go back to the Chart Note
23 Add a short note about what you discussed with Bob
24 Sign and Save the Note
25 Update the Appointment Status to Complete

🎉 You have successfully reviewed and actioned an abnormal result

By completing this exercise, you now understand that:

  • Acknowledging a File and arranging clinical follow-up are separate actions
  • Booking Tasks direct staff to create patient appointments
  • Screening records should be updated when new results are received
  • Tasks help ensure abnormal results do not fall through the cracks

📢 Suggestion for Improvement?

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