Knowledge Base
Designer
How To
- 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
- 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
- Change Summary and Version History
- eRx: DrFirst Overview
Designer: User Access
Designer Access
The Designer portal is where the build for the CDTs, corresponding patient fields, and menus seen within the Care portal takes place.
Note: Anyone with access to Designer will have the ability to modify and/or delete a configuration. All users with access to the portal have full access to all capabilities. There is not a way to limit access in Designer.
Access to Designer is given within the Admin portal of the Welkin system.
- Log into Admin
- Click on ‘Users’ in the left vertical menu
- Click on the username needing access to Designer
- Toggle the button to the right that is located under ‘Designer’ in the “Accesses, Policies, Roles, Territories” box for the environment(s) the user needs Designer access for
The enabled Designer environment will appear as an option on the ‘Select Environment’ screen the next time the user tries logging in to Designer 
More Questions?
If you have any questions regarding Designer please visit the Welkin Health Knowledge Base or contact your Implementation Manager or CSM for more information.