--- title: "⭐ Screenings: An Overview" description: Explore Aeon’s Screenings feature for documenting and managing patient preventive screenings, setting reminders, and tracking results. --- [Skip to content](https://help.aeon.health/screenings-an-overview#main-content) English Show submenu for translations [Contact us](https://help.aeon.health/kb-tickets/new?hsLang=en) [![aeon-health-logo](https://help.aeon.health/hs-fs/hubfs/aeon-health-logo.png?width=260&height=50&name=aeon-health-logo.png)](https://aeon.health) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://help.aeon.health/kb-tickets/new) - [Aeon's Status Page](https://status.aeon.health/) [Aeon's Status Page](https://status.aeon.health/) How can we help you? - There are no suggestions because the search field is empty. 1. [Aeon Health Help Center](https://help.aeon.health/?hsLang=en) 2. [Aeon Features](https://help.aeon.health/aeon-features?hsLang=en) 3. [Screenings](https://help.aeon.health/aeon-features?hsLang=en#screenings) May 15, 2026 # ⭐ Screenings: An Overview ## Overview of preventive screening management within Aeon **In This Article** [Description](https://help.aeon.health/screenings-an-overview#desc) [Location](https://help.aeon.health/screenings-an-overview#loc) [Use](https://help.aeon.health/screenings-an-overview#use) 🔹[View a Patient's Screenings](https://help.aeon.health/screenings-an-overview#viewsc) 🔹[Create Screenings](https://help.aeon.health/screenings-an-overview#crscr) 🔹[Edit a Screening](https://help.aeon.health/screenings-an-overview#editscr) 🔹[Archive a Screening](https://help.aeon.health/screenings-an-overview#archscr) 🔹[View Archived Screenings](https://help.aeon.health/screenings-an-overview#viewarch) 🔹[Restore an Archived Screening](https://help.aeon.health/screenings-an-overview#restarch) [Permissions](https://help.aeon.health/screenings-an-overview#perm)   ---   Description 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: ![2025-11-24_12-13-03](https://help.aeon.health/hs-fs/hubfs/2025-11-24_12-13-03.png?width=670&height=207&name=2025-11-24_12-13-03.png) **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 **title** 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 - [Get Started](https://help.aeon.health/get-started?hsLang=en#main-content) - [Quickstart Checklists ( ✅ Start Here! )](https://help.aeon.health/get-started?hsLang=en#quickstart-checklists-start-here) - [Training](https://help.aeon.health/training?hsLang=en#main-content) - [Practitioner Training](https://help.aeon.health/training?hsLang=en#practitioner-training) - [30 Minute Onboarding](https://help.aeon.health/training?hsLang=en#30-minute-onboarding) - [Aeon Features](https://help.aeon.health/aeon-features?hsLang=en#main-content) - [Aeon Basics](https://help.aeon.health/aeon-features?hsLang=en#aeon-basics) - [Allergies](https://help.aeon.health/aeon-features?hsLang=en#allergies) - [Audit Exports](https://help.aeon.health/aeon-features?hsLang=en#audit-exports) - [Billing: General](https://help.aeon.health/aeon-features?hsLang=en#billing-general) - [Billing: Fee-For-Service (FFS) BC](https://help.aeon.health/aeon-features?hsLang=en#billing-fee-for-service-ffs-bc) - [Billing: Longitudinal Family Physician (LFP) BC](https://help.aeon.health/aeon-features?hsLang=en#billing-longitudinal-family-physician-lfp-bc) - [Calendar](https://help.aeon.health/aeon-features?hsLang=en#calendar) - [Charting](https://help.aeon.health/aeon-features?hsLang=en#charting) - [Consults](https://help.aeon.health/aeon-features?hsLang=en#consults) - [Files](https://help.aeon.health/aeon-features?hsLang=en#files) - [Histories](https://help.aeon.health/aeon-features?hsLang=en#histories) - [Immunizations](https://help.aeon.health/aeon-features?hsLang=en#immunizations) - [Inbox](https://help.aeon.health/aeon-features?hsLang=en#inbox) - [Issues](https://help.aeon.health/aeon-features?hsLang=en#issues) - [Measurements](https://help.aeon.health/aeon-features?hsLang=en#measurements) - [Medications & Prescriptions](https://help.aeon.health/aeon-features?hsLang=en#medications-prescriptions) - [Patient Profile](https://help.aeon.health/aeon-features?hsLang=en#patient-profile) - [Requisitions](https://help.aeon.health/aeon-features?hsLang=en#requisitions) - [Resources](https://help.aeon.health/aeon-features?hsLang=en#resources) - [Settings](https://help.aeon.health/aeon-features?hsLang=en#settings) - [Screenings](https://help.aeon.health/aeon-features?hsLang=en#screenings) - [SRFax Integration](https://help.aeon.health/aeon-features?hsLang=en#srfax-integration) - [Tasks](https://help.aeon.health/aeon-features?hsLang=en#tasks) - [Settings](https://help.aeon.health/settings?hsLang=en) [![aeon-health-logo](https://help.aeon.health/hs-fs/hubfs/aeon-health-logo.png?width=259&height=50&name=aeon-health-logo.png "aeon-health-logo")](https://aeon.health) [mailto:email@email.com](mailto:email@email.com) Copyright © 2024, Aeon Health