Knowledge Base
Designer
How To
Features Overview
- DocuSign: Feature Overview in Designer
- Enable Patient Delete
- Brand Terminology: Flexibility
- Designer Overview
- Forms: Conditional Logic
- Programs and Phases
- Communication Templates
- 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
Integration Setup
Communication Templates
Define and manage your communication templates in the Designer tool, and use them in your automated workflows to stay on top of patient engagement. Communication templates can also be accessed from the Communication Center to use in Emails and SMS messages sent from care team members.