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
Designer: User Access
The Designer portal is where the build for the CDTs, corresponding patient fields, and menus seen within the Care portal takes place.
Note: Anyone with access to Designer will have the ability to modify and/or delete a configuration. All users with access to the portal have full access to all capabilities. There is not a way to limit access in Designer.
Access to Designer is given within the Admin portal of the Welkin system.
- Log into Admin
- Click on ‘Users’ in the left vertical menu
- Click on the username needing access to Designer
- Toggle the button to the right that is located under ‘Designer’ in the “Accesses, Policies, Roles, Territories” box for the environment(s) the user needs Designer access for
The enabled Designer environment will appear as an option on the ‘Select Environment’ screen the next time the user tries logging in to Designer 
More Questions?
If you have any questions regarding Designer please visit the Welkin Health Knowledge Base or contact your Implementation Manager or CSM for more information.