Knowledge Base
Designer
Designer Overview
Designer Version History
Designer Automations
Designer Programs
Designer Profiles
Designer Patients
Designer Custom Data
Designer Visual Components
- Visual Components
- Visual Components & Dependencies
- Filtering With Message Template Variables
- Filtering With Message Template Variables
- How To Create an Assessment or Form Template
- How To Associate Assessments with Programs
- How to Add Assessments to a Template
- How to Configure Scored Assessments
- Create PDFs from Forms & Assessments
- Create Patient Facing Assessment (PFA) Folders
- Charts & Graphs: How to Configure
- Charts & Graphs: Filter, change date and by data point
- Forms: Conditional Logic
Designer Access Control
Designer Task Management
Designer Encounters
Designer Communications
Designer Terminology
Designer Help Page
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.