Patients
Timeline
See everything that happened on a patient's chart in one dated list, from appointments and signed documents to messages, payments and coverage changes, and filter it by kind or date.
The Timeline page of a patient's chart (under Records) lists what happened on the chart, newest first, so you can answer "what did we send this family, and when" without opening every tab.
It shows:
| Kind | What appears |
|---|---|
| Appointment | Each appointment with its type and status |
| Clinical document | Each signed evaluation, note or report |
| File | Files added to the chart's documents |
| Consent | Consents signed and revoked |
| Intake packet | Packets sent and completed |
| Message | Reminders and notices sent to the patient or family, and how |
| Payment | Payments received from the patient or family |
| Note | Chart notes, with the start of the text |
| Coverage | Coverage added |
| Authorization | Authorizations added |
| Eligibility | Eligibility checks and manual verifications |
| Episode | Referral, start of care and discharge |
Clinical documents, files and payments appear only when your role can see them on their own tabs.
Filter the timeline#
Click Filter to show only some kinds, a date range, or entries whose description contains a word. Click a date to open the tab where that record lives.
Each kind lists up to its 200 most recent entries. On a busy chart, filter by date to reach older ones.