- 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
- 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
- Notifications and Alerts
- Presentation: Customized Layouts and Action Bar
- Data Views
- Custom Data Types (CDT)
- Change Summary and Version History
- eRx: DrFirst Overview
How to Add Assessments to a Template
Designer: How to Add Assessments to a Message Template
Welkin Health provides organizations the ability to embed Assessment in patient and team communications via Message Templates. To add a created Assessment to a Message Template, you should follow four build steps:
- Create a Form (Assessment)
- Configure a PFA Folder to contain the Assessment(s) you will want in the template
- Build a Message Template
- Incorporate the PFA Folder link
Step 1: Create a Form (Assessment) – See Knowledge Base Article here.
Step 2: Configure a PFA Folder
APFA Folder serves as the vehicle for attaching an Assessment or multiple Assessments to a Message Template. It includes at least one Assessment type, and can also include custom formatting defining what a patient sees when interacting with the Assessment(s).
To create one, start by determining which Assessment(s) you will want in a particular Message Template. Navigate to “PFA Folders” under the Visual Components section of Designer. Click “+New” to begin.
- Title the Folder: “Intake Packet” in our example
- Check or leave empty the “Require Authorization” box. If checked, a user receiving the link will need to confirm name and DOB to open it
- Create text for the “Welcome Page” and “Conclusion Page”
- Complete a Title for the Welcome Page, and the body of what the patient will see before opening the PFA folder (Optional, but if Disabled only one Assessment can be included in the Message Template)
- Complete the Conclusion page elements for Title and Body, if desired
- Assign the Assessment(s) that will present in this Folder. Save
OPTIONAL: Add Branding to the PFA Folders
You can create settings for your PFA folders so they appear in your company’s colors, contain the company log, and use the company’s font.
- From the “PFA Folders” page click on the palette icon next to the “+ New” icon.
- Load your logo image, favicon, select the font, and choose your color. This will be how patients see the folder displayed.
Step 3: Build a Message Template – See Knowledge Base Article here.
Step 4: Incorporate the PFA Folder link:
- To the right of the “Body” box in the Message Template, scroll down if needed to see the “Custom PFA Folder Variable area.” Choose your PFA folder.
- Copy the link and paste it in the Body section.
You are now ready to Create Message Templates with Assessments!
Tips and tricks:
- A PFA Folder can be used across multiple Assessment templates (SMS, email, chat)
- Any Message Template can be sent through only one communication type at any one time.
- Message Templates that need Encounter field information should be set to Context Type “Encounter”
- Use Labels to help organize your Message Templates
If you have any questions, please visit the Welkin Health Knowledge-Base or contact your Implementation/CSM for more information.