Knowledge Base
Designer
How To
- Filtering With Message Template Variables
- 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
- 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
Presentation: Customized Layouts and Action Bar
These are display settings for how to see data views in Care.
Customized Layouts
Customized Data Layouts provide our customers with the flexibility to group and display data with their preferences. The Data Views are used to build the different layouts needed for care programs. Layouts are role based so that users see information that is relevant for their role only. Our layouts will allow you to display and organize your program content in a way that is meaningful for your organization. It is presented as the navigation menu when you are within a patient’s profile. You will have full control of the location of the data views within the layouts, the layout titles, and the roles that should be able to access the layout.
Action Bar
Our action bar is customizable from the Designer tool. Customers can add and remove Welkin provided action buttons and can also configure custom action buttons to suit the needs of their care program. The action bar is located under the patient banner within the patient’s profile. These buttons access the patient specific Communication Center, Zoom Video, and external websites.