Creating a timeline

To insert a timeline, click the “More” button and then select “Timeline”. The timeline will be automatically inserted when using the template, but if you wish to add a timeline without using the template, you can insert one this way. 

Each timeline entry has a date and a visit summary. Change the date by typing in a new date (formatted in MM/DD/YYYY) or by clicking the calendar icon and selecting a date that way, then clicking “Update date”. Timeline dates in your case report preview, downloadable PDF, and public report will be formatted as YYYY/MM/DD. 

To create a new timeline entry, click the “+Add” button that appears in the upper right part of the timeline entry you currently have selected. To delete a timeline entry, click the “Delete” button.