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Screenings: An Overview

Overview of preventive screening management within Aeon

In This Article

Screenings help healthcare providers easily create, manage, and set reminders for upcoming prevention screenings for their patients. This handy feature includes using a standardized list of screening types, recording their status, tracking results, setting up future reminders, and reviewing historical data through the timeline.

Some common tasks you will perform with this feature include:

  • Create new Screening records from the index or chart notes.
    • Screening type is to be selected from a pre-defined list, with the ability to create an “Other” with free-text to enter a Screening.
  • Update Screening records during follow-up visits to highlight the continuity of care.
  • View Screening status, due dates, and associated test results.
  • Archive outdated or irrelevant Screenings.
  • Task reminders are generated for when Screenings are due within 2 weeks.
  • Access the timeline for the audit of historical actions and comments on Screening records.

 

 
Location
 

Screenings are a key part of preventive care and can be easily created and reviewed in a few ways:

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A. Chart Notes: These can be created and edited during patient visits.

B. Screening Index: This offers a consolidated view of all patient Screenings, allowing you to create and edit Screening details and results.

C. Patient Sidebar: Provides quick access to recent Screenings during patient interactions.

 

 

Use 

Below, we will cover all the features of and how to use Screenings.  

 

 

View a Patient's Screenings

1. Open the Patient Profile

2. See the Screenings in the right-hand sidebar; or

3. Click on the  Screenings sub-tab

To then view the specifics of a particular Screening:

4. Click the name of the Screening to expand it

👉 Note the three icons to the right of the Screening:  Timeline, Delete, and Edit

 

 

Create Screenings

1. Open the Patient Profile

2. Click on the Screenings sub-tab

3. Click New Screening

4. Enter the information

5. Click Create

 

 

Edit a Screening

 

1. Open the Patient Profile

2. Click on Screenings sub-tab

3. Find the Screening you wish to edit

4. Click on the title of the Screening

5. Click on the Edit icon to the right of the Screening

6. Make your changes

7. Click Save

 

 

Archive a Screening

Instead of deleting Screenings, Aeon gives you the ability to archive Screenings, which removes it from active view.  These archived Screenings can be viewed or restored if desired.

1. Open the Patient Profile

2. Click on the Screenings sub-tab

3. Find the Screening you wish to edit

4. Click on the title of the Screening

5. Click on the archive icon to the right of the Screening

6. View the confirmation message about Archiving the Screening

7. Click Confirm

 

 

View Archived Screenings

1. Open the Patient Profile

2. Click on the  Screenings sub-tab

3. Click the line "Show # Archived Screening" (located under the list of your Screenings

4. Click on the title of the Screening to see the details

 

 

Restore an Archived Screening

1. Open the Patient Profile

2. Click on the Screenings sub-tab

3. Click the line "Show # Archived Screening" (located under the list of your Screenings}

4. Click on the title of the Screening to see the details

5. Click the Unarchive icon to the right of the Screening

 

 

Permissions

  • Practitioners: View, create, edit, destroy/archive, and leave comments 
  • Staff: View, create, edit, and leave comments