Knowledge Base
Designer
How To
- eSignature Configuration
- 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
- Zoom: How to use telehealth in Designer
- 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
- DocuSign: Implementation Checklist
- Export Designer Configuration
- Task Creation
- Creating a Message Template
Overview
Features Overview
- Visual Components
- 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
- Data Views
- Dictionaries
- Custom Data Types (CDT)
- Change Summary and Version History
- eRx: Overview
Security Policy Detail
When creating or reviewing a Security Policy, users have a number of different categories to address. Each of these is summarized below:
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Each category will have a combination of the following options available:
Type | Definition | Type | Definition |
Cancel | Change Encounter to Canceled status | Read | Read the item |
Change Phase | Change Program Phase | Read Details | Read Document Details |
Complete | Change Encounter to Complete status | Read Masked | Read the item, when configured as masked |
Create | Create the item | Start | Change Encounter to In Progress status |
Delete | Delete the item | Update | Update the item |
Export | Allow download of export item | Update Completed | Update a completed Form |
Finalize | Finalize the Form | Update Details | Update Document Details |
Full Access | Allow access to Communication items | Write | Create new Calendar events |
Move to Planned | Change Encounter to Planned status |
– Most frequently used polices are marked with “*”
General*: General contains permissions for interacting with a patient item or creating a new patient
Patient Info: Permission for interacting with specific “Patient Info” data types
Patient Profile*: Permission for interacting with specific “Patient Profile” data types
Internal Data Types*: Permission for interacting with system data types such as Form/Assessment scores, Formula fields, and Encounter Disposition fields
Data Types*: Permission for interacting with most organization-specific data elements
Forms*: Permission for interacting with custom forms
Documents: Permission for interacting with specific Document types, either system or custom
Programs*: Permission for controlling who can make manual changes to Program status and Phases in Care
Calendar*: Permission for interacting with and reading user calendar events
Encounters: Permission for interacting with custom Encounter types
Insights: Permission to view internal system reports present in the Insights tab
Profiles*: Permission to interact with different Profile data types
Communication*: Permission to allow access to different Communication channels and messages, including Chat, Email, Phone, and others
Export Data: Permission to download Export files of different data elements (assigned to APIs)
Care Plans: Permission to interact with Care Plan data elements
Dictionaries: Permission to interact with Dictionary data elements
Tips and tricks:
- Use the “Select All” or the check boxes in the header of the categories to apply the permission to multiple items
- Use the Search box to find individual items to update, when making changes
More Questions?
If you have any questions, please visit the Welkin Health Knowledge-Base or contact your Implementation/CSM for more information.