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Understanding the Problem Timeline

Written by Amelia Boyer

Updated at February 10th, 2025

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Table of Contents

Understanding The Problem Timeline Video Tutorial: Adding to the Timeline Step-By-Step Tutorial: Exporting the Timeline Step-By-Step Tutorial: Sorting your Timeline Step-By-Step Tutorial: Editing on the Timeline Step-By-Step Tutorial: Viewing Notes/Attachments on the Timeline Step-By-Step Tutorial: Viewing/Adding to the Problem Timeline - App Video Tutorial: Step-By-Step Tutorial:

Understanding The Problem Timeline

Once you have a problem created, you can review a problem from start to finish on the timeline and document rather than navigate from tab to tab. The timeline will house the Problem, Incident Report, Encounters, Status Updates, and Referrals, as well as all the notes/attachments associated; however, keep in mind that user access will dictate what each user can view.

Video Tutorial:

Your browser does not support HTML5 video.

Adding to the Timeline

Step-By-Step Tutorial:

  1. Navigate to the patient's Problem tab and click on a specific problem to access the Problem Timeline
  2. Select Add
     
  1. Select which item you'd like to add
     
  1. The problem will automatically link to the item you are adding. Once complete select OK
     

Exporting the Timeline

Step-By-Step Tutorial:

  1. Navigate to the patient's problem tab and click on a specific problem to access the Problem Timeline
  2. Select Export Timeline
     
  1. Your timeline export will then be in your downloads
     

Sorting your Timeline

Step-By-Step Tutorial:

  1. Navigate to the patient's problem tab and click on a specific problem to access the Problem Timeline
  2. Select the Sort Options icon
     
  1. Check/Uncheck the items you wish to view on the timeline
     

Please Note: you can filter the timeline and export the filtered timeline as well

 
  1. To clear the filters, select the Clear Filters icon
     

Editing on the Timeline

Step-By-Step Tutorial:

  1. To edit anything on the timeline select the three dots to the right of the component
     
  1. Select Edit
     

Viewing Notes/Attachments on the Timeline

If a note/attachment is linked to the problem you will see it on the timeline

Step-By-Step Tutorial:

  1. Navigate to the Problem Timeline and click on the item you wish to view
     

Viewing/Adding to the Problem Timeline - App

Video Tutorial:

Your browser does not support HTML5 video.

Step-By-Step Tutorial:

  1. From the patient profile, select the problem you wish to view
     
  1. The timeline will now show, this will house all tracked entities for this specific problem
     
  1. To add to the timeline, select +
     
  1. Enter the information for the given entity you've chosen to add and select save. You will then be routed back to the timeline.

 

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