Knowledge Base
Designer
How To
- Create Patient Facing Assessment (PFA) Folders
- Filtering With Message Template Variables
- Patient Data View
- 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
- 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: DrFirst Overview
Configure Help Section
Designer: How to Configure the Help Section
The Help Section is a customizable field – which allows your organization to enter relevant information to assist users with processes, workflow, configuration, or use case.
To configure the Help Section for your organization, scroll down on the left hand vertical menu and select the Help Page menu item – which enables the Edit Help Page text editor.
The options in the menu bar are similar to the functionality of most text editors and allows for entry of text or HTML.
To enter HTML, select the <…> option in the menu bar
Typical information that is included in the Help Section includes:
- Common Welkin questions and answers
- Documentation links
- Contacts for further assistance
Once the draft in Designer has been published, the Help Section is accessible to Welkin users by clicking on the Question Markin the upper right corner of Care.
More Questions?
If you have any questions regarding the Help Section , please visit the Welkin Health Knowledge-Base or contact your Implementation/CSM for more information.