Knowledge Base
Designer
How To
Overview
Features Overview
- Designer: User Access
- DocuSign: Feature Overview in Designer
- Enable Patient Delete
- Brand Terminology: Flexibility
- Designer Overview
- Forms: Conditional Logic
- Programs and Phases
- Communication Templates
- Webhooks
- Notifications and Alerts
- Automations
- Presentation: Customized Layouts and Action Bar
- Data Views
- Dictionaries
- Custom Data Types
- Change Summary and Version History
- eRx: DrFirst Overview
Data Views
Welkin provides customizable user interface components (data views) that can be used to view, collect and manage the data collected for the care program. Data views use the custom data types, which can be presented in a single record or table view, with full control of how the fields are labeled and presented. If Data Views are for display purposes only, the add/edit capabilities can be controlled within the Data View configuration, resulting in read-only capabilities.
Profiles: Configuration
- Data views in profiles are now capable of showing profile fields as separate columns or concatenated into a single column
- Hyperlink navigation to the profile from the dataview is now available
- Profile field values can now be set up as referenceable or copied to a CDT