How to add a timeline event

If a clinician needs to record an activity, upload supporting documents or add an internal note on a patient's record, they can do so by selecting Record an event.

IMPORTANT: Clinical notes are added by using the "Progress to next step" to ensure the clinical notes are visible at a clinic session.

Record an event

Record an event should be used where you would like to add a timeline event but this does not need to be visible to clinicians at a clinic session.

To update the timeline, you first click on the Record An Event button on the right-hand side:

which pulls up the following dialogue box: 

If you click on Select Timeline Event, it provides a number of options: 

You select the appropriate task, and then add relevant notes: Users can also upload supporting documents by selecting "Choose a file"

Press confirm, which then updates the timeline on the patient record