Though the Overview and Timeline is meant to capture a summary and timeline of all procedures to be performed, it’s up to each implementing institution on how they want to utilize it, based on their own business practices.

To enter textual information you want to provide about the Overview and Timeline, click within the text box (or press the tab key from a previous field) to relocate the cursor to the field, and then type (or paste from virtual clipboard) to enter text in the box as necessary to provide the appropriate information. Click the add note icon to view/edit/paste text in a new browser window, then click the continue button to return to the text entry field in the document.