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
Notifications and Alerts
It is important for care teams to be notified when important events occur for a patient. Notifications are provided from the system or can be defined and configured by the customer. In Designer, external notifications are controlled within the care program configuration. Care team members will receive emails or sms for those important events that occur in Welkin when they are not actively using the Welkin application. For example, if a patient moves into “High Risk”, care team members want to act fast to get the patient back on track.
Notifications
Our notifications will keep you informed on what’s happening with your patients. While in Welkin, we’ll notify you with a bell ring along with a visual display when you have received new notifications.
Key Features for Notifications
- Configure the notifications that are important for your care team
- Mark notifications as read/unread
- Archive notifications that you no longer need to see
- External SMS or email notifications when care team members are not actively working in Welkin Care Portal
Alerts:
SMS & Email Notifications for Alerts
You can now subscribe to the alerts that you would like to receive notifications for and choose the method (SMS or Email) where you would like to receive the notifications. The notification will allow you to immediately track or address something that has occurred in Welkin when you’re not in the platform.