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
Customize Action Bar
The Welkin Action Bar is customizable from the Designer tool. Customers can add and remove Welkin provided action buttons and can also configure custom action buttons to suit the needs of their care program. The action bar is located under the patient banner within the Patient’s Profile. These buttons can access the patient specific Communication Center, Zoom Video, and external websites. Note: only 8 icons are available to customize.
Customizing Action Bar
The Action Bar is customizable in Designer. Follow these steps:
- On the left legend, under Patient, select “Action Bar”
- Click on “+ Add Action Button”
- Drag and drop from “Available” to “Visible” the desired action button
- In the Action Bar Properties you can update: Add Title for the icon, Select Action Button icon from a drop down menu, Add URL
- Save changes
- Publish configuration
- Updates will appear on the Care portal after screen refresh
How To Configure SSO
You can configure SSO by with the following steps:
https://welkinhealth.com/kb/general-sso-setup/
To learn more, visit our other knowledge base articles at welkinhealth.com/kb.