Using the Timeline: Notes, To-Dos, and Auto-Generated Activity Cards

The Timeline (on the right side of the participant’s chart) is designed to reduce documentation burden, automate activity tracking, and centralize everything that happens during a participant’s care journey.

Rather than reproducing a traditional EMR, the Timeline focuses on capturing essential actions and helping staff stay organized with minimal effort.

This guide explains how the Timeline works, how notes are created, and how challenges, solutions, and screeners automatically appear.

What the Timeline Tracks Automatically

The Timeline auto-generates cards whenever key actions occur:

• Screener Completed — saved versions of the Screener
• Challenges Resolved — when a challenge is marked as resolved
• Solutions Completed — whenever a solution (such as a form or letter) is executed
• Documents Generated — forms and letters attached to solutions
• To-Dos Created — if a note includes To-Do items

These cards are time-stamped and appear automatically, ensuring all work is captured—even if a user does not write a note.

Writing Free-Standing Notes

To write a new note:

1. Click into the “New note…” box at the top of the Timeline.
2. A text area opens where you can type your note.
3. Use bullets or paragraphs as needed.
4. Click the “+” icon inside the note to add To-Do items (these appear on the participant’s To-Do list).

Free-standing notes can include:

• General documentation
• Reminders
• Follow-up instructions
• To-Dos (checkbox items)

Notes of this type appear as their own Timeline card.

Attaching a Note to a Challenge or Solution Card

Some workflow steps require attaching a note directly to a challenge or solution card.

This allows users to document context around a specific action—such as details of a conversation, follow-up instructions, or next steps.

To add a note to a solution or challenge card:

1. Find the solution/challenge card on the Timeline.
2. Click “Add Note” at the bottom of that card.
3. A text box opens where you can write your note.
4. Click Save to attach the note to the card.

Important:

Attached notes stay within that specific card and do not become separate Timeline entries.

The “Update last contact date” Checkbox

When adding a note to a challenge/solution card, a box appears at the bottom:

✔ Update last contact date

• Leave this checked if you spoke with the participant on that day.

  • This updates their “Last Contact” date shown in the patient list.

    Uncheck this box if:

  • You did not speak with the participant
  • You're simply documenting internal information
  • You’re recording backend or administrative actions

This ensures the participant’s contact status remains accurate.

Filtering the Timeline

You can filter the Timeline to display only what you need:

• Challenge — shows challenge-related entries
• Solution — shows solution cards
• Notes — shows free-standing notes only
• Screener — shows screener completion entries
• To-Dos — shows To-Dos for this participant

These filters help users focus on the exact information they need without scrolling through the full history.

Viewing Supplemental Information in Cards

Cards often include additional features:

Solution Description (“i” icon)

Click the info icon to view:

• What the solution is
• Steps required
• Additional instructions

Document Icon

Appears on solution cards that generate forms or letters.

Clicking the icon opens a preview of the completed document.

Versions (Screener Cards Only)

On screener cards, clicking Versions (diagonal arrow) opens:

• A complete list of past screener versions

Editing Notes

• Free-standing notes can be edited using the pencil icon.
• Notes attached to challenge/solution cards can be edited by opening the inline editor within that card.

All edits show a time-stamped “Edited” tag for transparency.

Why the Timeline Matters

The Timeline is built to:

• Reduce documentation burden
• Automatically track key actions
• Organize tasks and follow-ups
• Reflect participant engagement accurately
• Provide an audit-ready history of interactions and interventions

It is a central source of truth for all social-care activity completed on behalf of each participant.