Add Objects to the Health Timeline
Learning Objectives
- Describe which objects you can add to the timeline.
- Set up an icon for a timeline object.
- Add an object to the timeline.
Introduction
As part of his work at Bloomington Caregivers, a home healthcare agency, patient manager Leif Hansen organizes therapy sessions for patients with memory problems. In these sessions, patients take part in activities that help with memory problems, such as crafting, learning languages, playing bridge, and doing crosswords puzzles.
To help Leif track his clients’ attendance at these sessions, Harryette Randall, the Salesforce admin at Bloomington Caregivers, created a custom object called Therapy Session. This object includes fields where the therapists running the sessions can record client attendance, the date of the session, and the activity the client participated in.
This therapy sessions object includes these fields.
| Field Label | Field Name | Data Type | Description |
|---|---|---|---|
| Created By | CreatedById | Lookup(User) | The user who created this therapy session record |
| Duration | Duration__c | Number(2, 1) | The duration of the therapy session |
| Last Modified By | LastModifiedById | Lookup(User) | The user who last modified this therapy session record |
| Owner | OwnerId | Lookup(User,Group) | The user who owns this therapy session record |
| Patient | Patient__c | Lookup(Account) | The patient this therapy session record is for |
| Session Date | Session_Date__c | Date/Time | The date and time this therapy session took place |
| Therapy Session Name | Name | Auto Number | A unique number for this therapy session record |
| Therapy Type | Therapy_Type__c | Picklist | The type of activity undertaken in the therapy session |
| Visible on Patient Card | HealthCloudGA__IsVisibleOnPatientCard__c | Formula (Checkbox) | A flag to indicate that this record can appear in the patient card |
The Health Timeline
The Health Timeline provides a convenient way for healthcare professionals to visualize the events that affect their patients. It can appear in the Health Cloud console, the patient site, or both. The timeline shows events (1), each highlighted with an icon (2) to denote its type, and offering extra detail (3) when the user hovers over it with the mouse.
Users can include just the right amount of detail by selecting which events to include (4), the start date (5), and the display period (6).
An overview (7) shows how the timeline window fits in with the patient’s full event history.
By default, the timeline is configured to show common events such as assessments, prescriptions, and lab results.
So Leif and the other caregivers can get a better impression of their patients’ participation in the therapy sessions, he would like to add events from the Therapy Session custom object to the timeline.
Define the Object’s Timeline Configuration
The timeline can display details from any object related to the patient through the Account object. The object can be a core Salesforce object, a Health Cloud object, or a custom object—like the Therapy Session object—as long as it has that link to the patient’s Account object record. The Therapy Session custom object includes a lookup to the Account object (Patient__c).
Harryette talks to Leif to find out how he wants the timeline set-up.
Determine Where and How Timeline Items Appear
Does Leif want new timeline items to appear in the patient site, the Health Cloud console, or both? Leif says he would like therapy sessions to appear on both timelines. Harryette then explains that Leif can have different information from the new object displayed on the timeline in patient sites and the Health Cloud console. However, Leif is happy for both timelines to display the same information.
Determine Timeline Categories
Every item on the health timeline belongs to a category. That’s how Leif can filter the timeline content using the Select All Events picklist in the console timeline or the filter dropdown in the site timeline.
By default, all items on the timeline are in either the Engagement Data or Medical Data category. Leif asks Harryette for the Therapy Session object to appear in a new category called Therapy.
Determine Timeline Items and Hover Text
Each item on the timeline displays the content of a field from its underlying object. And each timeline item can display up to seven other fields when a user hovers over that item.
Leif asks Harryette for the type of therapy session to appear as the item’s timeline label and for the session duration to display as hover text. So Harryette decides that the type of therapy session is represented by the Therapy_Type__c field and the session duration by Duration__c. Harryette also makes sure to note the API field name, not the field label, for the items Leif wants added, because she needs to manually enter those values when she sets up the timeline configuration.
Harryette asks Leif if he wants all the therapy session types to show on the timeline, or just some of them. She informs Leif that he can filter the therapy sessions by any field, such as duration or type. But Leif says he wants to see all the therapy types on the timeline, so Harryette doesn't need to filter any of them.
Choose Icons for Events on the Timeline
Health Cloud uses an icon to indicate the type of object shown on the timeline. Leif would like the icon for therapy sessions to include a craft or game motif.
Now that she has a good idea of what Leif wants in the timeline for the Therapy Session custom object, Harryette gets to work setting up the timeline.
Load a Custom Timeline Icon
Harryette knows that the timeline uses a 12 x 12-pixel icon, but that Health Cloud scales a larger icon to this size. She creates a 48 x 48-pixel icon, so she has the flexibility to use it elsewhere if needed.
Here’s how Harryette loads the custom icon.
- Switch to Salesforce Classic.
- From the Health Cloud Admin home page, select Documents and click New.
- Provide the following values and settings on the Upload New Document page:
- Document Name: Therapy timeline logo (if Harryette left this field blank, Health Cloud would automatically add the icon file name when the file uploads).
- Externally Available Image: Select
- Folder: Health Cloud Assets
- Description: Timeline icon for therapy sessions
- Keywords: timeline, therapy, session
- In the Select the File section, click Browse and locate and open the icon file.
- Make a note of the Document Unique Name, to add as the Graphical Icon name in the timeline view configuration.
- Click Save and return to Lightning Experience.
Add a Timeline View Configuration
Using the details from her conversation with Leif, Harryette proceeds to set up the timeline configuration. Here’s how.
- From the Health Cloud Admin home page, select Timeline View Configurations and click New.
- Provide these values and settings.
- Timeline View Configuration Name: Therapy Sessions
- Object Category: Therapy
- Friendly Name: Therapy Sessions
- Object Name: Therapy_Session__c
- Detail Field: Therapy_Type__c
- Position Field: Session_Date__c
- Graphical Icon: Therapy_timeline_logo (good thing she set that up first!)
- Sort Order: 3
- Active: Select
- Patient Account Lookup: Patient__c
- Language: English (United States)
- Show on Load: Select
- Configuration Target: Select Health Cloud Console App and Timeline For Health Cloud Empower
- Filter Criterion: Leave blank
- Hover Field Name: Duration__c
- Click Save.
Harryette noted that on saving the configuration record, Health Cloud displays a new section, the Timeline Filter component. If Leif had wanted only some types of therapy sessions to appear on the timeline, this section is where Harryette would have set up the necessary filters. But since Leif wants to see all the therapy session types, she doesn't need to add filters.
Now, the next time Leif visits one of his patients’ timeline views, he sees details of the therapy sessions the patient has attended.
