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
Create Patient Facing Assessment (PFA) Folders
Designer – How To – Create PFA Folders
PFA stands for Patient Facing Assessments. These are Assessments that can be sent to patients or contactable Profiles to complete, via a unique URL, through Email or SMS. Each PFA Folder can include one or many forms in a single link. PFAs also have the ability to be whitelabeled to your brand colors and logos.
A patient or contact can only receive a single PFA link at a time until all Assessments have been completed or discarded by Care Team Member. In cases where multiple identical PFA links have been sent to a patient or contact, only the last PFA link will remain active.
In order to create a PFA Folder an Assessment/Form must be created beforehand. Follow the steps below to create your PFA:
- Log into the Designer portal
- Create a Draft
- Search or find PFA Folder in the left menu under Visual Components
- Before we begin a new PFA you can enter all brand colors and logos by selecting the art icon on the top right hand corner.
- You are able to upload logos and select precise color codes to match your company’s marketing specifications.
- Once you enter logos and select colors, and approve the preview, select Save.
- Select +New to being creating your PFA Folder
- Enter a Title, this will be the title when adding the PFA link to your Message Template.
- Decide if you would like to secure the PFA link by Requiring Authorization
- Next you will select the Assessments/Forms that you would like the patient/contact to complete (multiselect is available)
- Now we will design the Welcome Page. This is what will be displayed on the home page when the patient clicks the PFA link. Note, you can turn On/Off the Welcome Page: Enter a Title message; Enter a Body message; You may also use Custom Variables to prefill patient information, user information, and to pull in previously recorded CDTFs. Simply copy the System Variable, and paste the System Variable into either Title or Body message
- Next, you will select Conclusion Page on the left hand sid
e of the page. You will follow a similar procedure as the Welcome Page. Note, you can turn On/Off the Conclusion Page: Enter a Title message; Enter a Body message; You may also use Custom Variables to prefill patient information, user information, and to pull in previously recorded CDTFs. Simply copy the System Variable, and paste the System Variable into either Title or Body message. - Once all edits have been completed, select Save Changes
- The final step will be to include the PFA Folder that you just created into a Message Template.
- Ensure all rights and permissions are provided for Assessments and Communication in Security Policies and Publish Draft
- To learn more about creating an Assessment, follow this link.
- To learn more about creating a Message Template, follow this link.
- To learn more about Security Policies, follow this link.
More Questions?
If you have any questions, please visit the Welkin Health Knowledge-Base or contact your Implementation/CSM for more information.