Adding an Event to the Timeline in Peer Review

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

To add an event to the timeline:

1. In the Timeline tab, click New EventA patient or employee related occurrence which is recorded in paper or electronic format. Once recorded, an event file is reviewed by a file manager who may involve other individuals (e.g. using tasks and follow-ups features) to help investigate and resolve the event.. A new event card is displayed.
2. Do the following:
   1. In the Event Title field, enter a title for the event.
   2. Click on the Event Date field to choose a date from the calendar.
   3. In the Event Time field, enter the time. Event cards without a time will be placed after (i.e. as if occurring later) event cards with specified time occurring on the same day. Event cards occurring on the same date, but without any specified time, can be moved up or down.
   4. Enter a Description of the event.
3. To add an attachment, click Add. The Add Attachment dialog is displayed. See Adding an Attachment to a Form.
4. (Optional) To link a patient to the event, go to the Linked Patients section and click Add. A list of patients added to the Patients Involved tab is displayed. Select a patient and click OK.
5. (Optional) To link a provider to the event, go to the Linked Providers section and click Add. A list of providers added to the Persons Involved tab is displayed. Select a provider and click OK.
6. (Optional) To link external source material to the event, go to the Source Materials section and click Add. In the blank row of the grid, enter the title and url for the material and click the check mark in the grid to save the entry.
7. Click Add Event to save the card. (To delete the card, click Discard.)
   The Event is saved in the timeline and associated attachments appear in the right panel labeled with the date and title of the event.