How to add a timeline event

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. 


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:

 

Image: ‘Record An Event’ button

















This opens up the following dialogue box:


Image: ‘Record an Event’ dialog box example

 

If you click on Select Timeline Event, it provides several options: 

Image: drop down options example

 

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

 

Image: Dialog box example

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

Image: Timeline event created (example)


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