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
Designer Overview
There are three main sections in Welkin – Care, Designer & Admin. Designer is where you bring your patient program(s) visions to life and get building. We have created a presentation going through the different sections in Designer and how to use them.
Access the Designer Overview Presentation here. Table of contents & direct links to each section in the presentation can be seen below:
Thank you for reviewing our Designer Overview. If you have any additional questions please reach out to our customer success team at csm@welkinhealth.com