Editing or Deleting a Timeline Event

Prerequisites: You must have the 'View File' and 'Edit File' functions enabled for your role.

To edit or delete a timeline event:

1. Go to the Timeline tab and locate the event.
2. To edit the details of a card (e.g. description, date, time, attachments, linked patients or providers, source material):
   1. Click the Edit link at the bottom of the card.
   2. Edit the details.
   3. Note: To remove an attachment, linked patient, provider, or source material, select the item(s) in the grid and click the Delete button above the grid. You can also use the Modify button to edit the title, link, or description for attachments and source materials.
   3. Click Apply. The changes are saved.
   4. Note: If you changed the date or time, the card may shift up or down in the Timeline accordingly.
3. To delete a timeline event:
   1. Click the Delete link at the bottom of the card. A confirmation message is displayed.
   2. Click Yes. The card is deleted.