Knowledge Base
Designer
How To
- eSignature Configuration
- 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
- Zoom: How to use telehealth in Designer
- 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
- DocuSign: Implementation Checklist
- Export Designer Configuration
- Task Creation
- Creating a Message Template
Overview
Features Overview
- Visual Components
- 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
- Data Views
- Dictionaries
- Custom Data Types (CDT)
- Change Summary and Version History
- eRx: Overview
Custom Field Types
Custom Field Types (CFT) are designed to help users when developing multiple Data Types with the exact same Type and options; Lists, Formula or URL as an example. Once a Custom Field Type has been created it can be used repeatedly as you create new Data Types within Designer. An example of using a Custom Field Type is a List with a set of answer selections that will be used in multiple Assessment questions. Instead of having to enter the answer selections multiple times for each Data Type, you can now select the Custom Field Type to prefill all the List Options.
To create a Custom Field Type follow the steps below:
- Sign into Designer
- Create a Draft
- Find or search, Custom Field Type under Custom Data
- Select + New at the top right
- Next, create a name for your CFT and select the desired Type with their specifications
- Select Save and Publish
To use a Custom Data Type you will need to follow the steps below:
- Find or search Data Types in Designer
- Select +New or edit an existing CDT
- Create a name for your CDT and/or CDTF
- When selecting the Type, scroll down to Custom Data and select the Custom Field Type
- Once selected the Custom Field Type will prefill the remaining values for you
- Select Save
- Update Security Policies and Publish draft
More Questions?
If you have any questions, please visit the Welkin Health Knowledge-Base or contact your Implementation/CSM for more information.