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
DocuSign: Implementation Checklist
DocuSign – Implementation Checklist
Administrative Tasks
Welkin informs client of the following (information included within the DocuSign – Let’s Get Started email)
- Client owns the contract between themselves and DocuSign. Welkin to inform the client that they will need to contract directly with the vendor.
- Welkin to inform the client that separate contracting is required to send via SMS.
- Client will create DocuSign developer account
DocuSign Tasks
Client will complete tasks in Docusign:
- Create Docusign Templates – (please review Creating Docusign Templates for instructions on how to complete this step)
Welkin Tasks
Client and Integration Specialist will schedule a meeting to complete the following steps within Welkin (60 minutes minimum to complete)***:
***This must be completed in the Developer and Production Accounts
- Admin Portal Configuration – Admin – Docusign
- Designer Portal Configuration – Designer – Docusign
- Complete Authorization – Docusign – Authorization
Go Live
Go Live is DocuSign’s process for migrating an integration created in the demo environment to the production environment. Go Live is necessary before you can perform real transactions in your integration through the DocuSign APIs. This process takes approximately 1 week to complete
- Complete DocuSign – Go Live
Training
- Review Care – DocuSign to review functionality within the Welkin system