Knowledge Base
Designer
Features Overview
How To
- Custom Field Types
- Create Advanced Automations
- Create Security Policies
- Visual Components & Dependencies
- Automated Notifications
- Automations That Trigger Outbound Communications
- CDT Configuration
- Charts & Graphs: How to Configure
- Create Formulaic Custom Data Type Fields
- Create Patient Facing Assessment (PFA) Folders
- Configure Help Section
- Configure Phone Names
- Customize Action Bar
- Defining Regions and Territories
- Document Types: How To Configure
- Filtering With Message Template Variables
- How to Add Assessments to a Template
- Filtering With Message Template Variables
- How To Associate Assessments with Programs
- How to Create Navigation Layouts
- How To Create an Assessment or Form Template
- Patient Data View
- Opt Out Patients from SMS Communications
- Assessments - How to Add Conditionality
- Create User Notifications
- Create Automated Appointment Reminders
- Turning on Notifications for Communications
- Create PDFs from Forms & Assessments
- Configuring Security Policies
- How to create and configure roles
- Designer: Enable Patient Delete
- Designer: How to Configure Scored Assessments
- Designer: How to Create Automations
- Encounters: Dependencies
- Export Designer Configuration
- Task Creation
- Creating a Message Template
Overview
Task Creation
Tasks are designed to assist Care Members in providing routine care to patients, complete follow ups, and/or track shared work queues. Welkin Health provides the capability to simplify task assignments by utilizing Task Templates.
Task Templates are created in Designer under the Task Management section on the left hand side.
To create a Task Template, open Designer and Create a Draft. Next, select Task Management in the menu options on the left and click the +New icon in orange in the top right hand corner.
A side panel labeled, ‘New Task Template’ will slide over on the right hand side. Include the following settings to complete the task template:
- Task Name
- Name (Task Data Name)
- Watcher Type (Point of Contact, Care Team)
- Priority Level (Low, Medium, High, Urgent)
- Due Date in Days (Optional)
- Description (Optional)
Save and Publish draft.
More Questions?
If you have any questions, please email the Customer Success Management team at CSM@welkinhealth.com or contact your Implementation/CSM directly.