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
Change Summary and Version History
The Change Summary is the first page seen when logging into Designer.
The purpose of the Change Summary is to show all changes made within Designer while working within a draft.
To create a draft – click on the ‘Create Draft’ button. Drafts can be created from the current version or from a JSON file.
Creating a draft from the current version will allow you to keep working on your saved configuration.
Creating a draft from file will allow you to search your computer for the desired JSON configuration you wish to upload into the current environment
Click on ‘Submit’ to start working on the configuration.
Any changes made in Designer will show as line items in the Change Summary screen
The Change Summary screen will update after each change – showing:
- The order in which changes were made
- Component or item that was changed
- Name of the item that was changed
- Action completed
Clicking on ‘Publish Draft’ will apply the changes shown in the Change Summary
More Questions?
If you have any questions, please email the Customer Success Management team at CSM@welkinhealth.com or contact your Implementation/CSM directly.