Knowledge Base
Designer
Designer Overview
Designer Version History
Designer Automations
Designer Programs
Designer Profiles
Designer Patients
Designer Custom Data
Designer Visual Components
- Visual Components
- Visual Components & Dependencies
- Filtering With Message Template Variables
- Filtering With Message Template Variables
- How To Create an Assessment or Form Template
- How To Associate Assessments with Programs
- How to Add Assessments to a Template
- How to Configure Scored Assessments
- Create PDFs from Forms & Assessments
- Create Patient Facing Assessment (PFA) Folders
- Charts & Graphs: How to Configure
- Charts & Graphs: Filter, change date and by data point
- Forms: Conditional Logic
Designer Access Control
Designer Task Management
Designer Encounters
Designer Communications
Designer Terminology
Designer Help Page
Task Management
Task Management allows you to control:
- Task Templates
- Webhooks
Task Templates are designed to assist Care Team Members in providing routine care to patients, completing follow ups, and or track shared work queues. Welkin Health provides the capability to simplify task assignments by utilizing Task Templates. In the Task Template tab you are able to create and modify all of your Tasks. See here to learn more about How To Create a Task.
Previously Custom Events were under Task Management and have now been shifted to Automations.
Webhooks in Designer are created to be a naming and calling convention to configure Automations. Webhooks will allow the system to either send or trigger external APIs seamlessly. The remainder of the configuration will be completed in the Admin portal. See here to learn more about Webhooks.
More Questions?
If you have any questions, please email the Customer Success Management team at CSM@welkinhealth.com or contact your Implementation/CSM directly.