Timeline

The Timeline is an interactive visual record of a client's scope of treatment over a specified period. Agencies can define the category headings, category names, content, User Group access, colors, bars, forms, and icons used to view and mark category events in the sequence they occur chronologically. See Configure the Timeline for more information.

Navigation Controls

The Client data displayed within the Timeline can be altered using the navigation icons available in the top left corner of the window. The default view of the Timeline when opened by the user is 18 months prior to today's date and 12 months into the future. Events with Start Dates outside of the default range will remain visible to the left of the screen if still active and ongoing.

• Click the Lines icon and type to filter the category headings. Click the black X icon to clear the filter.
• Click the Calendar icon and select a date within the dropdown to jump to a specific date.
• Click the Calendar with a T icon to jump to today's date.
• Click the Left Double Arrow icon to move back one screen. The screen may move more than a month depending on data quantity.
• Click the Left Arrow icon to move back one day.
• Click the Parallel Lines icon to toggle the quantity of Client data displayed. 
• Click the Right Arrow icon to move forward one day.
• Click the Right Double Arrow icon to move forward one screen. The screen may move more than a month depending on data quantity.

Category Headings and Depictions

If data is present within a category, the system will automatically expand the heading.

• To expand the heading further and view additional categories, click on the heading. 
• To open the event or form present within a category, click the icon/bar depiction.
• To add a form or event, click the Green Plus icon to the right of the heading. 
• To access the history of data within a category, click the Orange H icon to the right of the heading.