Knowledge Base
Designer
Overview
Designer Version History
Designer Help Page
- Patient Data View
- Help Section
- 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
- Task Management
- Opt Out Patients from SMS Communications
- Assessments - How to Add Conditionality
- Charts & Graphs: Filter, change date and by data point
- Create User Notifications
- Create Automated Appointment Reminders
- Turning on Notifications for Communications
- Create PDFs from Forms & Assessments
- Configuring Security Policies
- Designer: Enable Patient Delete
- Designer: How to Configure Scored Assessments
- Designer: How to Create Automations
- Encounters: Dependencies
- Export Designer Configuration
- Task Creation
- Task Management
Task Management
Care teams can use tasks to assign and manage the work that needs to be completed within the care program. Task definitions can be configured in the Designer tool if there are repeatable tasks that are required to manage a specific workflow for a patient in the Care Program. Tasks can also be created on the fly, without using a task definition, which gives the care team the flexibility they need to manage the unique care each patient requires.
In Care, My Tasks is a repository of tasks you need to complete or are tracking the progress of. From here you can review/sort/filter tasks, reassign tasks, and navigate from tasks to patient profiles.
Tasks in Welkin Health are used as a method of communicating needed activities for yourself or other members of your care team. This video explains how to best utilize tasks.
Tasks Update (March 2022)
Task functionality has been updated in order to support new use cases and the new updated task UI. Key features:
- Designer features a new default Task layout where you can add Tasks to patient view and filter tasks by assignee, dates and other fields
- New filters allow you to filter tasks by a specific template or custom task
- See tasks for any user, with the preset default being the current logged in user
- “Clear All” button removed all filters
- Sort by clicking on column name in task list
- “Save & Clone” button in task drawer allows you to create many tasks for a patient simultaneously
From the My Tasks icon on the left navigation bar you’re taken to a list of your open and completed tasks. List can be sorted in a way that works for you.
Tasks are created automatically based on trigger events built by your program administrator but you can also create ad hoc tasks by clicking on “create task”. From here, create a task, assign it, and set a priority. You can also associate a task with a patient and assign a due date. Click “create” to finalize. If you create a task for another user, you’re automatically set as a watcher for that task so you and that user will receive notifications on that task. If you’d like to add watchers or reassign the task, click into the task to make changes. From this screen you can progress a task, make a comment to others assigned to the task, or complete the task.
More Questions?
If you have any questions, please email the Customer Success Management team at CSM@welkinhealth.com or contact your Implementation/CSM directly.