Knowledge Base
Designer
How To
- Create Patient Facing Assessment (PFA) Folders
- Filtering With Message Template Variables
- Patient Data View
- Customize Action Bar
- Defining Regions and Territories
- How To Associate Assessments with Programs
- Create Formulaic Custom Data Type Fields
- How to Create Navigation Layouts
- Document Types: How To Configure
- Charts & Graphs: How to Configure
- Zoom: How to use telehealth in Designer
- Configure Help Section
- Configure Phone Names
- How To Create an Assessment or Form Template
- How to Add Assessments to a Template
- Automated Notifications
- Opt Out Patients from SMS Communications
- How to Add Conditionality To Assessments
- Create User Notifications
- Create Automated Appointment Reminders
- Turning on Notifications for Communications
- Create PDFs from Forms & Assessments
- Configure Security Policies & Roles
- How to create and configure roles
- Designer: Enable Patient Delete
- Designer: How to Configure Scored Assessments
- Designer: How to Create Automations
- Encounters and their Dependencies
- DocuSign: Implementation Checklist
- Export Designer Configuration
- Create Tasks
- Communication center: how to create message templates
Overview
Features Overview
- 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
- Automations
- Presentation: Customized Layouts and Action Bar
- Data Views
- Dictionaries
- Custom Data Types (CDT)
- Change Summary and Version History
- eRx: DrFirst Overview
Customize Action Bar
Customizing 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.