Knowledge Base
Designer
How To
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
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