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: Feature Overview in Designer
DocuSign: Feature Overview in Designer
To configure DocuSign within Designer, you will first need a DocuSign Developer account in order to create templates.
***If you intend to send DocuSign via SMS, you will need to contact your DocuSign account manager or call DocuSign 1(877)720-2040. This functionality requires an account representative to initiate and can not be established while creating the developer account.
For more information on creating templates, please see Creating DocuSign Templates
In this article, we will cover how to enable permissions within security policies and adding DocuSign templates.
Security Policies
In the Designer Portal, go to Access Control > Security Policies
Create or select the policy that you want to set DocuSign permissions
In the vertical menu bar, scroll down and select Documents
In the Documents column, there will be a line item for DocuSign permissions. Check or uncheck the permissions related to this security policy.
***Note that there is a slide bar at the bottom of this section – please make sure to slide the screen all the way to the right to view all permissions.
Click on Save Changes once completed.
Please ensure this security policy is added to the relevant role of the users who will be performing e-signing.
Adding DocuSign Templates
Please complete the prerequisite step of Creating DocuSign Templates in the developer account
In the left hand vertical menu bar, select DocuSign Templates and click on + New
Enter the Title and Name of the DocuSign Template.
Enter the template ID. This ID is generated in the DocuSign Developer account after creating the template. Click on Template ID to generate the code to enter into Designer
Enter the State, if templates will be State specific
Select the delivery or completion method of the template.
Click Save.
More Questions?
If you have any questions regarding the DocuSign Integration or its implementation, please visit the Welkin Health Knowledge-Base or contact your Implementation/CSM for more information.