When to use the timeline view
The timeline gives you a clear, chronological view of a person’s records. It brings together progress notes, charts, care plans, incidents, assessments and behaviour records so you can see how things have changed over time. Using the timeline can help you spot patterns, notice changes earlier, and review past information.
With the timeline view, you can:
See all records by date - grouped by day, so you can follow changes or updates over time.
Filter your view - by record type, author, or date range to quickly find what you’re looking for.
Open any record - click on a record in the list to view its details or attachments.
Check what your customer's Mini referenced - helps you verify what data the Mini has access to and reference record contents from the Mini's responses.
Example: If you asked your Mini to "Summarise notes in the past 7 days,” you can open the timeline view to see all related records and verify what was used to answer your question.
How to use the timeline
Select a customer's Mini in the left sidebar.
Select "View Timeline" button from the top right of your chat view
Use the filters to narrow your results by Label (e.g. progress note, assessment, chart)
Use the filters to narrow your results by the date range
Scroll through the list to see all records in order.
Click on any record to view its details or attached files.
Standalone users can archive and delete records from the timeline. Hover over the record and click the three dots to select archive or delete.
Tip: The newest records appear first by default, so you can quickly see recent activity. You can sort by the reverse if you want to see the oldest record
Need help?
If you have questions about how to use the timeline, you can message us anytime through the Help Desk in the app or on this page. We are here to help.