Knowledge Base
Designer
How To
- eSignature Configuration
- Custom Field Types
- Create Advanced Automations
- Create Security Policies
- Visual Components & Dependencies
- Automated Notifications
- Automations That Trigger Outbound Communications
- CDT Configuration
- Charts & Graphs: How to Configure
- Create Formulaic Custom Data Type Fields
- Create Patient Facing Assessment (PFA) Folders
- Configure Help Section
- Configure Phone Names
- Customize Action Bar
- Defining Regions and Territories
- Document Types: How To Configure
- Filtering With Message Template Variables
- How to Add Assessments to a Template
- Filtering With Message Template Variables
- How To Associate Assessments with Programs
- How to Create Navigation Layouts
- How To Create an Assessment or Form Template
- Patient Data View
- Zoom: How to use telehealth in Designer
- Opt Out Patients from SMS Communications
- Assessments - How to Add Conditionality
- Create User Notifications
- Create Automated Appointment Reminders
- Turning on Notifications for Communications
- Create PDFs from Forms & Assessments
- Configuring Security Policies
- How to create and configure roles
- Designer: Enable Patient Delete
- Designer: How to Configure Scored Assessments
- Designer: How to Create Automations
- Encounters: Dependencies
- DocuSign: Implementation Checklist
- Export Designer Configuration
- Task Creation
- Creating a Message Template
Overview
Features Overview
- Visual Components
- 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
- Data Views
- Dictionaries
- Custom Data Types (CDT)
- Change Summary and Version History
- eRx: Overview
eSignature Configuration
E-signature within Welkin can be leveraged in multiple ways by allowing providers to sign off on clinical notes or other assessments, and for patients and Contactable Profiles to sign consent forms.
Setting up Provider’s E-signature in the Forms section of Designer is a simple process:
- Click “Create Draft” on the Change Summary page of Designer
- Select if the created draft will be “From Current Version” or “From File”
- Click Submit
- Go to “Forms” in the left side menu
- Click the Form the patient will need to sign
- Access the Form a provider needs to sign
- Click on the ‘Signature’ tab in the Form
- Select either “Care Team Member and Supervisor Signature” or “Care Team Member Signature” from the Document Type dropdown menu
- Add the ‘Supervisor Signature’ and/or Care Team Member Signature to the Variables
- Add the appropriate variables from the “User Signature Variables” on the Template tab to the Assessment Template Document
- Upload the Template and save the changes
Configuring Patients’ Consent E-signature is similarly an easy process:
- Click “Create Draft” on the Change Summary page of Designer
- Select if the created draft will be “From Current Version” or “From File”
- Click Submit
- Go to “Forms” in the left side menu
- Click the Form the patient will need to sign
- Click on the + Consent button in the “Content” section of the Form
- Add the “Label”. This is the wording that will appear on the Form in the area where the “Patient Signature Variable” will show. Examples are “Signature:” or “Please sign here:”
- Click on the {X} variable button under the “Label” section
- Copy the “Patient Signature Variables”
- Add the variables to the Assessment PDF Template
- Upload the Template
- Check the “Required” box if the signature will be required in order for the Form to be completed
- Save the changes
![](https://welkinhealth.com/wp-content/uploads/2024/07/Screenshot-2024-07-25-at-4.14.14 PM-1024x544.png)
More Questions?
If you have any questions, please email the Customer Support Management team at CSM@welkinhealth.com or contact your Implementation/CSM directly.