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 & Dependencies
Welkin Designer offers a number of different data visualization options for both users and patients. The majority of these items will be found under the Designer section called “Visual Components”. The options include:
- Forms
- PFA Folders
- Charts and Graphs
- Data Views
- Program Summary
- Relationship View (Deprecated)
Forms: The Forms area is where you can create structured data input visualizations for either patients or users. Some examples include:
- Patient Assessment or Patient Satisfaction surveys
- Standard Medical Forms (PHQ9, GAD7, etc)
- SOAP notes
- Referral Forms
To complete Forms, you must have already completed some CDTs.
To learn more specifics about Forms and form creation, please refer to the Knowledge Base article here.
PFA Folders: PFA (Patient Facing Assessment) Folders are used to configure the sending and completion of Forms to patients or their related caregivers (family, physicians, etc). This area dictates what a patient will see when they click a link to a Form that was sent to them, as well as how they interact with the Form(s). They are configured using elements including:
- Branding (Company Logo, Favicon, Account colors, Font)
- Welcome and Conclusion pages
- Assignment of Forms included in the link
- Authorization (whether the patient has to confirm identity before completing the forms)
PFA Folders require Forms and Message Templates to be completed prior to creation.
To learn more specifics about PFA Folders, please refer to the Knowledge Base article here.
Charts and Graphs: Charts and Graphs give users a way to view patient data over time. They incorporate either CDT information, or scores that are generated based on Form completion. They are configured using elements including:
- Timespan for the Chart (Days)
- Chart Values (CDTs)
- Chart Type (Line or Bar)
- Range and Axis Min/Max
Charts require the creation of CDTs before they can be configured.
To learn more specifics about Chart and Graph creation, please refer to the Knowledge Base article here.
Data Views: Data Views are customizable user interface components that present information in the Care portal in order to view, collect, and manage information. Data Views consist of Custom Data Types (CDTs)which can be presented in a single record or table view. Users have full control over how fields are labeled and presented as well as whether they are read only or have add/edit capabilities. Data Views are configured with elements including:
- Viewable Fields
- Add/Edit Fields
- Sorting and Filtering
- Bulk Edit capabilities
- Field Titles
- Layout specifics: (Size, Table/Single Value, Default Entries)
Data Views require the creation of Charts or CDTs before they can be configured.
To learn more specifics about Data View creation, please refer to the Knowledge Base article here.
Program Summary: The Program Summary view is used to create a visualization of any Programs that your organization has prepared. This will control whether a user sees a graphical or text representation of the program(s). Items to configure here include:
- Title
- Layout type (list of latest-entry only)
- Viewable Size
- Default Entries
- Add/Edit Program Views
Programs must be created before configuring the Program Summary view.
To learn more specifics about Programs, please refer to the Knowledge Base article here.
More Questions?
If you have any questions, please visit the Welkin Health Knowledge-Base or contact your Implementation/CSM for more information.