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)