Knowledge Base
Designer
How To
- Create Patient Facing Assessment (PFA) Folders
- Filtering With Message Template Variables
- Patient Data View
- Customize Action Bar
- Defining Regions and Territories
- How To Associate Assessments with Programs
- Create Formulaic Custom Data Type Fields
- How to Create Navigation Layouts
- Document Types: How To Configure
- Charts & Graphs: How to Configure
- Zoom: How to use telehealth in Designer
- Configure Help Section
- Configure Phone Names
- How To Create an Assessment or Form Template
- How to Add Assessments to a Template
- Automated Notifications
- Opt Out Patients from SMS Communications
- How to Add Conditionality To Assessments
- Create User Notifications
- Create Automated Appointment Reminders
- Turning on Notifications for Communications
- Create PDFs from Forms & Assessments
- Configure Security Policies & Roles
- How to create and configure roles
- Designer: Enable Patient Delete
- Designer: How to Configure Scored Assessments
- Designer: How to Create Automations
- Encounters and their Dependencies
- DocuSign: Implementation Checklist
- Export Designer Configuration
- Create Tasks
- Communication center: how to create message templates
Overview
Features Overview
- Security Policy Detail
- Task Management
- API Exports: Usage
- Designer: User Access
- DocuSign: Feature Overview in Designer
- Enable Patient Delete
- Brand Terminology: Flexibility
- Designer Overview
- Forms: Conditional Logic
- Programs and Phases
- Webhooks
- Notifications and Alerts
- Automations
- Presentation: Customized Layouts and Action Bar
- Data Views
- Dictionaries
- Custom Data Types (CDT)
- Change Summary and Version History
- eRx: DrFirst Overview
Turning on Notifications for Communications
Designer: Turning on Notifications for Communications
Sending Notifications for communications is often enabled for those who may not be able to check or tend to messages right away – or want to be notified immediately of any incoming correspondence from a patient.
To enable this functionality in Designer, scroll down on the left vertical menu bar to “User Notifications” and select “UserNotification Templates”
Select “+New” in the upper right corner to start a new template
Add a Notification Template Title
Select Type: Plain Text or HTML
Select Message types: Email, SMS, Chat
Add a Subject and Body to your notification (the variables on the right can be added to the message body only)
Select “Save Changes” when finished
On the left hand vertical menu, select, “User Notifications” and click “+New” in the upper right corner.
Create a title for the new user notification
Select how the user will be notified: Email, SMS, Notification, or you can select send a webhook
Selecting the notification type will enable you to select the template below the relevant dropdown menu.
Select the event sub-type for which the notification should be sent
When finished, select “Save Changes”
More Questions?
If you have any questions regarding User Notifications for Comms , please visit the Welkin Health Knowledge-Base or contact your Implementation/CSM for more information.