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
CDT Configuration
Data Types are one of the cornerstones for customization in Welkin. This document will cover:
- What are Custom Data Types and Configuration
- How to use CDT’s and What to Consider
- Formulas
What are Custom Data Types and Configuration
Custom Data Types, or CDTs, allow for the entry of data points that may be used throughout Welkin.
When creating a new CDT – it is best to think of the CDT name as the folder name, and the data fields created within the CDT (CDTFs) as sub-categories of that folder.
CDT’s are created in Designer. In the left hand vertical menu, select Custom Data > Data types.
Click on +New in the Data Types screen
After selecting +New, the New Data Type screen will appear.
From here, enter the name (which can be considered the ‘folder name’) and then enter the data field name (which can be considered the ‘sub-folder’).
Next, select the type of data that will be contained within this field from the drop-down. There are many options to select from. Certain selections from this drop-down will make more options appear for this data field.
For example, if selecting ‘Boolean’, an additional field will appear asking if the data field should be a radio button or a checkbox.
Continue to add additional fields by selecting the ‘+ Data Field’ button at the bottom of the previous data field.
How to use CDT’s and What to Consider
Once you have created CDTs, they can be utilized for various functions across Welkin. The most prevalent usage of CDTs will be in Forms/Assessments.
As an example – the below image shows the start of building a new Assessment.
A question would be entered into the ‘Question’ field’, and then the drop downs would give a list of Data Types that were created. Next, you would select the Data field, these are the fields that were created below the Data Type.
These fields will record the answer the patient provides during the assessment within the Custom Data Type.
For more information on creating Assessments, please refer to the following knowledge base article: https://welkinhealth.com/kb/how-to-create-an-assessment-or-form-template/
Considerations
- When a CDT is referenced in an Assessment – it will write a value to all CDTFs regardless if they are surfaced in the Assessment.
- A Data View for a CDT can only surface values collected in one CDT. You can not combine several CDTs into one Data View.
- The creation of any CDTs will require updates to your current Security Policies.
- CDT names cannot be changed once they are created.
- Once a new CDTF is created, its settings cannot be changed (for example, if selecting a list type, it cannot be changed later to a free text).
Before creating CDTs, think through the above considerations and what the end result of the data being collected will be for your organization before creating the Custom Data Types.
Formulas
Formulas are a specific CDTF type that allows for the calculation of values based on other CDTFs within the same CDT.
An example of this would be BMI, or Body Mass Index.
In this example – a patient took an Assessment that recorded their height and weight into two CDTFs.
Another CDTF can utilize these two data fields in a formula that would output the patient’s BMI and store it to the formula CDTF, which can then be used in a Data View.
For more information on Formulas, please see the following knowledge base articles –
Create Formulaic Custom Data Type Fields
More Questions?
If you have any questions regarding Custom Data Types, please visit the Welkin Health Knowledge-Base or contact your Implementation/CSM for more information.