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
- Custom Data Types (CDT)
- Change Summary and Version History
- eRx: Overview
Notifications and Alerts
It is important for care teams to be notified when important events occur regarding a patient. Notifications are provided from the system or can be customized and configured by the customer. Designer is used to create external notifications that are controlled and triggered based on the client configuration. With external notifications, care team members will receive emails or sms for important events that occur in Welkin. For example, if a patient moves into “High Risk”, care team members want to act fast to get the patient back on track, and so may set up a custom external notification.
Notifications
Welkin’s internal notifications will keep you informed on what’s happening with your patients. While in Welkin, we’ll notify you with a visual display of a bell ring when you have received new notifications. The bell indicator will also show how many unread notifications you have.
Key Features for Notifications
- Configure the notifications that are important for your care team
- Mark notifications as read/unread
- Archive notifications that you no longer need to see
- External SMS or email notifications when care team members are not actively working in Welkin Care Portal
More Questions?
If you have any questions, please email the Customer Success Management team at CSM@welkinhealth.com or contact your Implementation/CSM directly.