Knowledge Base
Designer
How To
- Filtering With Message Template Variables
- 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
- 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
Change Summary and Version History
Designer: Change Summary
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 regarding Phone Trees , please visit the Welkin Health Knowledge-Base or contact your Implementation/CSM for more information.