Add Objects to the Health Timeline

Leif Hansen is a patient manager for the Bloomington Caregivers home healthcare agency. 

As part of his work there, Leif organizes counseling sessions for patients with anxiety. In these sessions, patients opt for treatments such as behavioral therapy, cognitive behavioral therapy, psychodynamic therapy, and music therapy.

Harryette Randall, the Salesforce admin at Bloomington Caregivers, is configuring Health Cloud to help Leif track his client’s attendance at these sessions. 

To help Leif track his clients’ attendance at these sessions, Harryette creates a custom object called Counseling Session. This object includes fields where the therapists running the sessions can record the patient’s attendance, the date of the session, and the treatment the patient opted for.

The counseling session object includes these fields.

Enhanced Timeline in Health Cloud

The Health Timeline enables healthcare professionals to visualize and track the events that affect their patients. The timeline appears in both the Health Cloud console and the Experience Cloud site. The timeline includes these components:

• An event (1), such as a dental appointment and medical check-up.
• Type of event, (such as a screening or an x-ray), represented by an icon (2).
• Details for each event (3).
• Filters (4) to select a specific event to track.
• Date filters (5) for the timeline (allows you to zoom in on a specific time frame).

Leif and the other caregivers want a better impression of their patients’ participation in the counseling sessions. So, Leif would like to add events from the Counseling 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—such as the Counseling Session object— as long as it has that link to the patient’s Account object record. The Counseling Session custom object includes a lookup to the Account object (Patient__c).

Harryette talks to Leif to find out how he wants to set up the timeline. 

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 in the Experience Cloud site timeline.

Leif asks Harryette to add the Counseling Session object to a new category called Counseling.

Determine Timeline Items

Each item on the timeline displays the content of a field from the item’s underlying object.  And each timeline item can display a number of fields when a user expands the item.

Leif asks Harryette to display the type of counseling session as the item’s timeline label, and to display the session duration as hover text. Harryette determines that the type of counseling session is represented by the Session_Type__c field and the session duration is captured in the Duration__c field. 

Harryette asks Leif if he wants all the counseling session types to show on the timeline, or just some of them. She informs Leif that he can filter the counseling sessions by any field, such as duration or type. But Leif says he wants to see all the session types on the timeline, so Harryette doesn’t filter any of them.

Add a Timeline View Configuration

Using the details from her conversation with Leif, Harryette proceeds to set up the timeline configuration. Here’s how.

1. From Setup, in the Quick Find Box, select Timeline.
2. On this page, enable the timeline and create a new timeline. When you create a new timeline, give it a name, and specify what object is the basis of the timeline. In Leif’s case, the timeline object is Account.
3. Add related objects that you want to add to the timeline. In Leif’s case, it will include the new counseling object Harryette created.
4. Specify which conditions for showing records on the timeline. For example, you can show counseling tasks that aren’t canceled or deferred.
5. Save the new timeline, preview it to see what it will look like for any particular patient, and activate it.

After you configured the timeline, add it to a record page so that end users like Leif can interact with it. Timeline is a lightning component, and you add it to a lightning record page the same way as any other component - dragging it to the page and activating it. You can also add it to an experience site, so that patients can see it themselves on their own portal.

Now the timeline is ready to go. The next time Leif visits one of his patients’ timeline views, he sees details of the counseling sessions the patient has attended.

To learn more about how to set up the timeline, visit View Events Using Enhanced Timeline in Health Cloud.

Resources

• Trailhead: Customize Patient Data Displays
• Salesforce Help: View Events Using Enhanced Timeline in Health Cloud