Set Up an Enhanced Timeline in Health Cloud

Configure interactive timelines that facilitate access to information about patients.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions

User Permissions Needed
To configure a Timeline:	Read and Edit access for objects you’re including on the Timeline

From Setup, in the Quick Find box, enter Timeline, and then select Timeline.
Turn on Timeline Configuration.

Enabling Timeline is a one-time task. After you enable Timeline in your org, you can’t disable it.
Note
Click New Timeline.
1. Enter a name for the timeline.
2. Enter an API name for the timeline, or accept the name that's automatically generated.
3. Select an object that serves as the basis for the timeline.
  You can base your timeline on any Salesforce object (standard or custom). You can add related objects to the timeline later.
  
  For example, to represent a patient's medical history on a timeline, select Account as the timeline object.
4. Click Save.
On the Global Settings page, turn Show Age on to show how old a record of the base or primary object was when an event occurred, along with the date of the event.
If the base object is Person Account and the person was five years and two months old when they were vaccinated, that is shown alongside the vaccination event on the timeline.
If you chose to show age along with the timestamp, choose the field to use for calculating age.
To show the age of the patient, select the Birthdate field.
Click Next.
On the Timeline Related Objects page, click Add Related Object.
1. Select a related object (standard or custom) that contains information you want to display on the timeline.
  You can add up to five related objects per base object. If an object has record types, you can select up to five record types.
2. Select the field that associates the related object with the base timeline object, then click Next.
  If a related object has only one lookup to the base object, then the field is auto-selected and can’t be changed.
  Enhanced Timeline doesn't support encrypted fields. Make sure any field you choose isn’t encrypted.
  Note
3. Add conditions for showing records on the timeline. You can add conditions only for indexed fields. Then click Next.
  For example, you can show tasks that aren’t canceled or deferred.
4. Select the Title, Subtitle, and Timestamp fields for the timeline events, and then click Next.
  Every event on a timeline has a title, an optional subtitle, and a timestamp, which are sourced from fields in the related object.
  - For title, you can use something like a Subject field. It might be something like "Care Plan for Smoking Cessation."
  - For subtitle, you can use something like a Description field. It might be something like "Charles Green has consistently lower oxygen levels and this care plan is to help him quit smoking."
  - For timestamp, select a field that’s likely to have a value, such as Created Date. The timestamp appears alongside the event on the timeline. Events without a timestamp don’t appear on the timeline.
5. Select the fields and related lists you want to display on the timeline, and then click Add.
To save the timeline and make it available for use, click Activate.
Preview the timeline you’ve configured by selecting a base object record in the View Timeline On field.

Health Cloud Administration

Set Up an Enhanced Timeline in Health Cloud

See Also