Timeline View & Interactions
The Medecision Platform includes a unified Timeline View that serves as a comprehensive chronological record of all activity related to a member, including tasks, programs, requests, assessments, correspondence, outreach, and system events. This view is foundational for audit, compliance, decision support, and proactive case management.
Purpose and Utility
The Timeline View helps care teams, UM reviewers, compliance analysts, and operational managers:
Understand a member’s complete interaction history
Trace workflows across modules
Identify bottlenecks, escalations, or missed steps
Ensure accountability and documentation integrity
Meet regulatory audit and reporting requirements
The Timeline View aggregates real-time and historical data into a single, user-friendly visualization available in the Comprehensive Member View (CMV).
Data Sources and Content Types
Recorded Event Types:
Category | Description |
Tasks | Created, assigned, escalated, completed |
Programs | Enrolled, progressed, completed, failed, reassigned |
Requests | Submitted, routed, decisioned, appealed, overturned |
Assessments | Started, saved, completed, scored |
Outreach | Campaign sends, opens, clicks, responses |
Correspondence | Generated letters, delivery confirmation, returned mail |
System Events | Rule triggers, automation results, builder changes |
User Notes | Manual documentation and comments |
External Feeds | ADT, claims, lab data, SDOH events |
Each entry logs the date/time, associated user/system, related module, and outcome.
Interface Features
The Timeline is accessible from any member record and includes:
Filters and Controls
Filter by category (e.g., only show tasks or assessments)
Search by keywords or responsible user
Expand/collapse grouped events (e.g., all actions for a given request)
Toggle between compact and detailed views
Visual Cues
Color-coded markers for task status (e.g., overdue, escalated)
Icons for automated vs manual actions
Linkage indicators for parent-child relationships (e.g., task linked to request)
Drill-Down and Navigation
Click any timeline entry to view full detail (e.g., assessment response summary, correspondence content)
Navigate from timeline into full module records (e.g., jump to full request view)
Timeline Event Examples
Example Event | Details |
Task Assigned | Task: "Call Member" assigned to user 001, due in 3 days |
Program Enrolled | "Chronic Care Management" auto-enrolled via Rules Builder |
UM Request Received | Type: SNF stay, Status: Pending MD Review, Origin: FHIR API |
Appeal Submitted | Appeal linked to denied request ID 2923, member-initiated |
Assessment Completed | PHQ-9 completed, score = 18, triggered follow-up task |
Correspondence Generated | Member approval letter generated, ID #98337 |
Audit & Compliance Capabilities
The timeline view doubles as a live audit trail:
Every entry is timestamped and user-attributed
System-generated actions indicate automation logic or rule execution
Historical versions of programs, requests, or assessments are preserved
Fully exportable for regulatory audits (e.g., CMS, NCQA, URAC)
Integration with Other Modules
The timeline unifies data from across the platform:
Care Management: program stages, tasks, assessments
Utilization Management: intake, decision points, correspondence
Clinical Intelligence: rule triggers, risk score changes
Digital Outreach: campaign sends and engagement data
Appeals & Grievances: request submissions, outcomes, compliance steps
Operational Uses
Care Managers: review activity before making a member call
UM Reviewers: validate turnaround deadlines and review steps
Supervisors: audit performance, escalation volume, and workload delays
Compliance: validate timely resolution and communication for appeals/grievances
Training/QA: evaluate case handling and adherence to protocols
Technical Design Notes
Event data stored in a normalized structure, indexed by member ID and module type
Displayed in real-time within CMV and accessible via internal APIs
Role-based permissions restrict visibility based on user role and team
Best Practices
Encourage teams to use internal notes consistently for context
Leverage timeline filters during team huddles or handoffs
Set up alerts for key timeline indicators (e.g., escalation events)
Use exports for monthly compliance and operational reviews
The Timeline View is a cornerstone of transparency, accountability, and operational insight across the Medecision platform. It ensures every action—manual or automated—is fully traceable in context with the member’s longitudinal journey.