Knowledge Base
Designer
How To
- 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
- 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
Opt Out Patients from SMS Communications
Designer: How To Opt out Patients from SMS Communications
Through Designer, you can create a workflow to opt-out your patients from SMS communications. There are a few items you need before you can complete this build:
- Define your opt-out keyword. In our example, we will use the keyword “STOP”
- Create an SMS message template to confirm Opt-out status
- Create a CDT list/boolean field with values for “SMS – Yes” and “SMS – No” (or similar) that will be changed by the care team when processing the opt-out
- Create a Data View for the CDT, apply permissions, and place on a layout
- Create a Task template for the care team to process the opt-out
To create the workflow in Welkin Designer, take the following steps:
- Navigate to “Automations” and select “+New” to create a new automation
- Name and label your automation as desired, and select Trigger Type “Event” and Event “SMS Received”
- Name your Condition and Action box as desired
- In the Conditions area, select Event Type “Message” and “Contains”, using the value for your Opt-Out as the condition (“STOP” in our example)
- Add an action type of Task for the care team user who you want to process the SMS opt-out, and select the task template you already created (items C and E above)
- You can optionally also create a message that auto sends to the patient when either the opt-out is received, or when the opt-out is processed
Next, in any Automation where you send an SMS to a patient, you want to add the following condition
- Data Type condition check, for the same data type created in C above
- Condition “Not equal” to your opt-out language (“SMS – No” in our example).
Logically, whenever an automation is preparing to send an SMS, it will check this condition first and if the field is marked “No,” the SMS will not be sent.
Tips:
- This same logic can be used to automate a task or alert the care team if a patient sends an SMS using your HELP or any other keyword
- Your task can also have the team remove the SMS capability from the patient’s phone number instead of having them change a CDT field and using the opt-out condition check. This would prevent all SMS, even those attempted manually
More Questions?
If you have any further questions, please visit the Welkin Health Knowledge-Base or contact your Implementation/CSM for more information.