How does the Smart Patient Timeline work?
Last updated: 2026-06-13
The Smart Timeline shows everything that has happened with a patient, grouped by day so each visit reads as one session with its events nested beneath. It includes appointments, clinical notes, consultation summaries, prescriptions, treatments, invoices, payments, and X-rays — each colour-coded by type. Filter the stream with the chips at the top (All, Notes, Visits, Treatments, Imaging, Rx, Payments), and use Export story to save the whole history as a document.
Grouped by visit
The timeline groups events by day. Each day shows a heading with the date and an event count, and the events from that day are nested beneath it — so a single appointment plus its note, prescription, and payment read as one session rather than four scattered entries. The current day is marked with a Today badge.
What appears on the timeline
| Event | Colour | What it shows |
|---|---|---|
| Visit (appointment) | Blue | Past and upcoming appointments with status. |
| Note (consult note / summary) | Purple | Clinical notes and consultation summaries. Click to open the full record. |
| Treatment | Teal | Treatments and the invoices tied to them, with amount. |
| Imaging | Indigo | X-rays and image files; marked “AI” when analysed. |
| Rx (prescription) | Amber | Drug, dose, date issued. Click to reprint. |
| Payment | Green | Amount, method, receipt. |
A colour-coded rail runs down the left edge so you can scan the type of each event at a glance — purple for notes, blue for visits, teal for treatments, and so on.
Filtering the stream
Use the chips at the top to narrow what shows: All, Notes, Visits, Treatments, Imaging, Rx, or Payments. Notes is the most common filter when reviewing case history; Treatments and Payments are handy for a quick billing scan. Each event is clickable and opens its source record.
Exporting the patient’s story
The Export story button at the top of the timeline saves the patient’s history as a structured document — useful for referrals, records requests, or a case summary the patient can take with them.
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