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2.0 - Understanding the Problem Timeline

Updated 1 month ago by Niki Budd

2.0 Understanding The Problem Timeline

Please note, you may not have access to Healthy Roster 2.0 at this time, we are releasing in phases and notify your account owner when you can expect it.

Once you have a problem created, you are now able to review a problem from start to finish on the timeline as well as document rather than navigating 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 is able to view.

Adding to the Timeline

Video Tutorial:

00:00: Hi this is Niki from healthy roster and this video is going to show you how to add to the problem timeline 00:08: Navigate to your patient profile you will automatically be routed to the problem timeline but you can also select problems 00:17: You will then select the problem in which you would like to add to 00:22: Now that you're on the problem timeline select ad 00:27: You will now notice from the problem timeline that you are able to add and Encounter, a Status Update, or a Referral, as well as edit the incident report. For this problem I am going to add a status update. 00:40: You'll be prompted to input the necessary information for the item you've added 00:46: When you're ready to save this item so that's okay 00:50: If you have questions or need more help please visit the help tab on your left navigation or reaches directly at help@healthyroster.com

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

Exporting the Timeline

Video Tutorial:

00:00: Hi this is Niki from Healthy Roster and this video is going to show you how to export the problem timeline 00:07: To begin, navigate to your patient profile. You will automatically be routed to the problems tab, but you can also select problems if needed. 00:15: Next, select the problem you wish to export. 00:19: You can now export your timeline as is or if you'd rather you can exclude items by selecting sort options 00:28: To exclude items from your timeline uncheck them independently. You can also decide if you'd like this information to be presented in a ascending or descending fashion. 00:39: To export your timeline, select the Export Timeline icon. A PDF rendering of the timeline will now download to your browser. 00:48: If you have questions or need more help please visit the help tab on your last navigation or reach us directly at help@healthyroster.com.

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

Sorting your Timeline

Step-By-Step:
  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
  3. 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:
  1. To edit anything on the timeline select the three dots to the right of the component
  2. 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:
  1. Navigate to the Problem Timeline and click on the item you wish to view

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