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
- Dictionaries
- Custom Data Types (CDT)
- Change Summary and Version History
- eRx: Overview
Visual Components
The Visual Components category of Designer is used to create and configure the majority of the user-facing objects that are present in Care.
There are six categories available*:
- Forms
- PFA Folders (Patient Facing Assessment Folders)
- Charts and Graphs
- Data Views
- Program Summary
- Relationship View (Deprecated)
*Please see the individual Knowledge Base articles for details into each category.
Forms
The Forms area of Designer is used to create and configure user or patient-facing Forms or Assessments. Examples include Intake Forms, SOAP Notes, and Patient Satisfaction Forms.
PFA Folders (Patient Facing Assessment Folders)
PFA Folders are used to create the individual or group of forms that will be sent within a patient SMS/Email for completion by a patient. Here you can configure a color palette for the link a patient sees, messaging once they open and/or complete their forms, and other settings.
Charts and Graphs
Charts and Graphs are configured to provide users a display of certain patient data as collected over time. The line and bar charts here can include data such as blood pressure, weight, or values from scored forms or assessments.
Data Views
Data Views are created to present a user with the information that was collected from a patient through a form, sent by API, or documented directly by a user. These views can be universal for all users, or configured specific to individual role types. Here an organization can also choose whether to allow users to directly add or enter information into a patient record, or restrict the data to read-only.
Program Summary
Program Summary is used to create views of the Patient Programs that have been created. Organizations can establish one or more different views of their Programs, and use these views to restrict or allow the ability to add or edit Programs by their users.
Relationship View
This area is used to create a visual element to establish a relationship between two patients, such as a husband and wife.
More Questions?
If you have any questions, please visit the Welkin Health Knowledge-Base or contact your Implementation/CSM for more information.