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
- Create Tasks
- Communication center: how to create message templates
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
- Automations
- Presentation: Customized Layouts and Action Bar
- Data Views
- Dictionaries
- Custom Data Types (CDT)
- Change Summary and Version History
- eRx: Overview
Automations That Trigger Outbound Communications
Automations can be used to send communications outside of Welkin to patients, users, and even patient Contacts.
There are additional inputs needed to prepare to trigger outbound communications, depending on the intended recipient and mode of communication:
Patients (Email/SMS/Chat)
- Message templates (Email/SMS/Chat): Create Message Templates
- Phone name (SMS) Designer: Phone Names
Users (Email, SMS)
- Message templates (Optional)
- Phone Name (SMS)
User Contacts (Email/SMS)
- Message Templates (Email/SMS)
- Profile Type (Email/SMS) Designer: Profiles Overview
- Phone Name (SMS)
The process to create an automation to send an outbound communication is the same as any other automation. You will need a trigger event, any conditional logic, and then the Actions. Please see our article here on Automations for more information.
Once you have chosen your trigger and conditions, select the type of Outbound Communication that you want to send in the “Actions” area. In most cases you will be required to use one of the Message Templates that you created previously, but if you are only sending the message to a user on your team, you can craft the SMS or email content directly in the automation area once you have selected one of the “user” type options.
In some scenarios, you will also be presented with a field marked “From.” This field is used to select the phone number that will be used in the outbound SMS. This allows you to align your different message types to the appropriate phone number and its associated A2P campaign (such as marketing). This is required in order to avoid phone carriers blocking your messages (More information here).
A final item that you will see when crafting a message to a Contact is a field for a Profile. The Profile is the type of contact for a particular patient who you want to route the message to. Some examples of this are: Physician, Significant Other, Power of Attorney, etc. The options available to you will depend on which Profile types you have already created.
More Questions?
If you have any questions, please visit the Welkin Health Knowledge-Base or contact your Implementation/CSM for more information.