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
Custom Data Types (CDT)
Custom data types are designed to support the capture, storage and reporting of data that is important for the care program. Customers have full control over the data types they build and the data fields within each type. Data types can be set up to be a single record, for data where there is only one active record (ex: patient demographics data) or multi-record, where you want to collect historical data or more than one record for that data type (ex: vital signs or list of emergency contacts for a patient)
Data fields in the custom data type can be set as PHI to adhere to privacy and security of patients. Special scoring data types are provided by Welkin to support scoring assessments and trending scores on graphs and charts.
Different types of data:
Data is the foundation of the care program. In Designer, there are different types of data that can be configured to capture the data needed for the care program you are building.
- Dictionaries: These are data structures that can be used for lookup data. Some examples of lookup data would include, ICD-10 lists, CPT lists, medication lists, provider lists. Data can be loaded via an API and used as a field in a data type.
- Patient Info: Extension of Welkin patient profile – custom patient data
- Data Types: Data types represent the custom data that will be used for the care program. Data types are used in Data Views, Charts and Graphs, Forms, Automations, and Templates, and therefore are the first step for building the care program in Welkin Designer.
- Custom Field Types: When you are building data types that use the same answers for a data field, custom field types allow you to create the fields once, and use them in any data type. An example of where you may want to use this would be a scoring assessment where the answers repeat (like ranges from “0 – not at all” to “5 – extremely”). Instead of building the answers repeatedly, you can build a custom field type and re-use it for all fields in the data type.
- Document Types: Create document types to store data that is relevant for your program and for the patient. Examples of the types of document types that can be created are: Lab Results, Clinical Notes, Referral forms, Insurance cards. Pdf, png and jpeg are the types of files that are supported to start. Custom data can also be configured for each document type if you want to store data about the document (ex: member ID from the image of the insurance card). These documents are stored in the document repository in Welkin.
More Questions?
If you have any questions, please email the Customer Success Management team at CSM@welkinhealth.com or contact your Implementation/CSM directly.