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.
Open the patient profile
Navigate to the Data Views or CDT section (the name depends on your organization's configuration)
Select the data type you want to view from the available list
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).
In the data view, click + Add Entry or + New Row
Fill in the fields for the new entry
Click Save
Click on the row you want to edit
Modify the fields
Save the changes
Note: Editing may be restricted for finalized or locked entries depending on your organization's configuration.
From a data view, you may be able to export the data as a CSV file. Click the Export button if available.
Data Views are configured in the Designer using Custom Data Types. For configuration details, see Custom Data Types (CDT Designer).
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
Last updated
Was this helpful?
Was this helpful?
