Knowledge Base

Search our support library for how-to guides, product documentation and more. For additional support, click here.

Member Timeline

Timeline

The “Timeline” tab of longitudinal record enables users to view all events which have taken place with respect to encounters, assessments and care planning within the Provider Module. These events are displayed in chronological fashion to the end user.

The following elements are includes within the timeline module

Data ElementLegendDisplay TypeDisplay CriteriaStart Date LogicEnd Date LogicTooltip Verbiage
CasesCase StatusRange or Single PointDisplay all cases with color coding by statusIf Start Date != NULL THEN Start Date ELSE Created DateIf End Date != NULL THEN End DateCase Name: {Name}
Case Type: {Type}
Status: {Status}
Created Date: {Created Date}
Start Date: {Start Date}
End Date: {End Date}
ProblemsProblem StatusRange or Single PointDisplay all with color coding by statusIf Start Date != NULL THEN Start Date ELSE Created DateIf End Date != NULL THEN End DateProblem: {Name}
Status: {Status}
Priority: {Priority}
Progress %: {Progress}
Created Date: {Created Date}
Start Date: {Start Date}
End Date: {End Date}
GoalsGoal StatusRange or Single PointDisplay all with color coding by statusIf Start Date != NULL THEN Start Date ELSE Created DateIf End Date != NULL THEN End DateGoal: {Name}
Status: {Status}
Priority: {Priority}
Progress %: {Progress}
Due Date: {Due Date}
Created Date: {Created Date}
Start Date: {Start Date}
End Date: {End Date}
InterventionsIntervention StatusRange or Single PointDisplay all with color coding by statusIf Start Date != NULL THEN Start Date ELSE Created DateIf End Date != NULL THEN End DateIntervention: {Name}
Status: {Status}
Priority: {Priority}
Progress %: {Progress}
Created Date: {Created Date}
Start Date: {Start Date}
End Date: {End Date}
BarriersBarrier StatusRange or Single PointDisplay all with color coding by statusIf Start Date != NULL THEN Start Date ELSE Created DateIf End Date != NULL THEN End DateBarrier: {Name}
Status: {Status}
Priority: {Priority}
Progress %: {Progress}
Created Date: {Created Date}
Start Date: {Start Date}
End Date: {End Date}
AssessmentsCompleted/DraftSingle PointDisplay all with color coding by completed or draftCreated DateAssessment: {Name}
Status: {Status}
Created Date: {Created Date}
TasksOpen/OverdueRangeCreated DateDue DateTask: {Name}
Status: {Status}
Priority: {Priority}
Created Date: {Created Date}
Due Date: {Due Date}
Assigned Team/User: {Assigned}
NotesnoneSingle PointCreated Daten/aNote: {Subject}
Category: {Category}
Created Date: {Created Date}
DocumentsnoneSingle PointCreated Daten/aDocument: {Name}
Type: {Type}
Created Date: {Created Date}
Care TeamsnoneSingle PointCreated Daten/aRole: {Role}
First Name: {FName}
Last Name: {Lname}
Created Date: {Created Date}
AppointmentsCompleted/No-ShowSingle PointDisplay active and no-show with color codingAppointment Daten/aAppointment Time: {Time}
Appointment Type: {Type}
Provider: {Provider}
EncountersCompleted/DraftSingle PointDraft = Draft status
Complete = Completed or higher status
Created Daten/aEncounter Project: {Project}
Provider: {Provider}
Created Date: {Created Date}