Knowledge Base
Designer
Features Overview
How To
- Custom Field Types
- Create Advanced Automations
- Create Security Policies
- Visual Components & Dependencies
- Automated Notifications
- Automations That Trigger Outbound Communications
- CDT Configuration
- Charts & Graphs: How to Configure
- Create Formulaic Custom Data Type Fields
- Create Patient Facing Assessment (PFA) Folders
- Configure Help Section
- Configure Phone Names
- Customize Action Bar
- Defining Regions and Territories
- Document Types: How To Configure
- Filtering With Message Template Variables
- How to Add Assessments to a Template
- Filtering With Message Template Variables
- How To Associate Assessments with Programs
- How to Create Navigation Layouts
- How To Create an Assessment or Form Template
- Patient Data View
- Opt Out Patients from SMS Communications
- Assessments - How to Add Conditionality
- Create User Notifications
- Create Automated Appointment Reminders
- Turning on Notifications for Communications
- Create PDFs from Forms & Assessments
- Configuring Security Policies
- How to create and configure roles
- Designer: Enable Patient Delete
- Designer: How to Configure Scored Assessments
- Designer: How to Create Automations
- Encounters: Dependencies
- Export Designer Configuration
- Task Creation
- Creating a Message Template
Overview
Configure Help Section
The Help Section is a customizable field – which allows your organization to enter relevant information to assist users with processes, workflow, configuration, or use case.
To configure the Help Section for your organization, scroll down on the left hand vertical menu and select the Help Page menu item – which enables the Edit Help Page text editor.
The options in the menu bar are similar to the functionality of most text editors and allows for entry of text or HTML.
To enter HTML, select the <…> option in the menu bar
Typical information that is included in the Help Section includes:
- Common Welkin questions and answers
- Documentation links
- Contacts for further assistance
Once the draft in Designer has been published, the Help Section is accessible to Welkin users by clicking on the Question Markin the upper right corner of Care.
More Questions?
If you have any questions regarding the Help Section , please visit the Welkin Health Knowledge-Base or contact your Implementation/CSM for more information.