Knowledge Base
Admin
Integration Setup
Features Overview
How To
- Data Retrieval
- Communication Center: How to turn on your communication methods
- Docusign: Go Live Process
- DocuSign: Creating Templates
- SSO Setup
- Provisioning API Client
- User provisioning: API
- Changing user's email
- Read or Audit Data
- Reset User Passwords
- Provide Access to Users
- New Users: Add, Delete, Modify
- Google SSO Setup
- Assign Seats and Licenses to New Users
Welkin Naming Conventions Dictionary
Admin: Welkin Naming Conventions Dictionary
Welkin sets prefixes to all data types within the system to easily identify the type of data you are working with. This can be helpful when working within the Welkin system, as well as when reporting on data outside of Welkin.
| Type | Prefix | Field Type |
| Encounters | etmp- | Encounter Template |
| uicedf- | Encounter Disposition Field | |
| User Notifications | un- | User Notification |
| untmp- | User Notification Template | |
| Profiles | pdt- | Profile |
| pdtf- | Profile Field | |
| uipdt- | Profile Data View | |
| Access Control | sp- | Security Policy |
| rgt- | Territory | |
| r- | Role | |
| Task Management | ttmp- | Task Template |
| ce- | Custom Event | |
| auto- | Automation | |
| wh- | Webhook | |
| Custom Data | d- | Dictionary |
| df- | Dictionary Field | |
| pif- | Patient Info Field | |
| ppf- | Patient Profile Field | |
| cdt- | Data Type | |
| cdtf- | Data Type Field | |
| cft- | Custom Field Type | |
| dt- | Document Type | |
| dtf- | Document Type Field | |
| Visual Components | asm- | Assessment |
| pfaf- | PFA Folder | |
| chartc- | Chart (compact) | |
| charte- | Chart (expand) | |
| uicsrc- | Data View (table, compact) | |
| uicsre- | Data View (single, expand) | |
| uictc- | Data View (table, compact) | |
| uicte- | Data View (table, expand) | |
| pssrc- | Program Summary (single, compact) | |
| pssre- | Program Summary (single, expand) | |
| pstc- | Program Summary (table, compact) | |
| pste- | Program Summary (table, expand) | |
| rlsrc- | Relationship View (single, compact) | |
| rlsre- | Relationship View (single, expand) | |
| rltc- | Relationship View (table, compact) | |
| rlte- | Relationship View (table, expand) | |
| Other | prog- | Program |
| pl- | Navigation (Layout) | |
| gtmp- | Goal Template | |
| mtmp- | Message Template | |
| dtmp- | Docusign Template | |
| pn- | Phone Name | |
| vm- | Modifier | |
| vs- | Service |