Data Views

Overview

Data Views in Welkin provide structured, tabular displays of patient data from Custom Data Types (CDTs). They allow care team members to review and input structured data – such as vitals, lab values, medications, or custom clinical data – in a spreadsheet-style interface.

Accessing Data Views

1. Open the patient profile

2. Navigate to the Data Views or CDT section (the name depends on your organization's configuration)

3. Select the data type you want to view from the available list

What Data Views Show

A data view displays rows of recorded data entries for a specific custom data type. Each row represents a single entry (e.g., a recorded blood pressure reading) and each column represents a field within that CDT (e.g., systolic, diastolic, date, notes).

Adding a New Entry

1. In the data view, click + Add Entry or + New Row

2. Fill in the fields for the new entry

3. Click Save

Editing an Existing Entry

1. Click on the row you want to edit

2. Modify the fields

3. Save the changes

Note: Editing may be restricted for finalized or locked entries depending on your organization's configuration.

Exporting Data

From a data view, you may be able to export the data as a CSV file. Click the Export button if available.

Configuration

Data Views are configured in the Designer using Custom Data Types. For configuration details, see Custom Data Types (CDT Designer).

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Related Topics

• Custom Data Types – CDT fundamentals

• Patient Data View – configuring data views in Designer

• CDT Designer – creating and managing CDTs

• Patient Profile – accessing data views from the patient view