Knowledge Base
Designer
How To
- 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
- 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
- Change Summary and Version History
- eRx: DrFirst Overview
Change Summary and Version History
Our Designer tool is where care program configurations will be built and managed. Users who are set up to use this tool will be able to create configurations and save them as JSON files which can be exported and uploaded into other environments. These JSON configuration files can be stored in source control systems, such as GIT, to be used as a source of truth for an organization’s care program configuration. Each time a configuration is created in the Designer tool, a new JSON file is created and stored in a version history so that you can track historical changes and revert back to a previous version if needed.