Designer

• Designer Overview

  • Designer Overview

• Designer Version History

  • Change Summary and Version History
  • Export Designer Configuration

• Designer Automations

  • Designer: How to Create Automations
  • Create Advanced Automations
  • Create Automated Appointment Reminders
  • Automated Notifications
  • Automations That Trigger Outbound Communications

• Designer Programs

  • Programs and Phases

• Designer Profiles

  • Designer: Profiles Overview

• Designer Patients

  • Patient Data View
  • Enable Patient Delete
  • How to Create Navigation Layouts
  • Customize Action Bar

• Designer Custom Data

  • Custom Data Types (CDT)
  • Custom Data Types (CDT): Designer
  • CDT Configuration
  • Create Formulaic Custom Data Type Fields
  • Custom Field Types
  • Document Types: How To Configure
  • Assessments - How to Add Conditionality

• Designer Visual Components

  • Visual Components
  • Visual Components & Dependencies
  • Filtering With Message Template Variables
  • Filtering With Message Template Variables
  • How To Create an Assessment or Form Template
  • How To Associate Assessments with Programs
  • How to Add Assessments to a Template
  • How to Configure Scored Assessments
  • Create PDFs from Forms & Assessments
  • Create Patient Facing Assessment (PFA) Folders
  • Charts & Graphs: How to Configure
  • Charts & Graphs: Filter, change date and by data point
  • Forms: Conditional Logic

• Designer Access Control

  • Configuring Security Policies
  • Create Security Policies
  • Security Policy Detail
  • Defining Regions and Territories

• Designer Task Management

  • Task Management
  • Task Creation
  • Webhooks
  • How to Create Webhooks

• Designer Encounters

  • Encounters: Dependencies

• Designer Communications

  • Create User Notifications
  • Turning on Notifications for Communications
  • Opt Out Patients from SMS Communications 
  • Configure Phone Names

• Designer Terminology

  • Welkin Naming Conventions Dictionary
  • Brand Terminology: Flexibility 

• Designer Help Page

  • Help Section
  • Configure Help Section