CDT Configuration

Custom Data Types (CDTs) are one of the cornerstones for customization in Welkin, allowing for the entry of data points used throughout the platform.

What are Custom Data Types?

CDTs allow for the entry of data points that may be used throughout Welkin. When creating a new CDT, think of the CDT name as the folder name and the data fields created within it (CDTFs) as sub-categories of that folder. CDTs are created in Designer under Custom Data → Data Types.

Click +New in the Data Types screen. From here, enter the CDT name (the "folder name") and then enter a data field name (the "sub-folder"). Select the type of data the field will contain from the dropdown — many options are available. Certain selections will reveal additional options for that field. For example, selecting Boolean will add a field asking whether it should be a radio button or checkbox.

Continue adding fields by clicking + Data Field at the bottom of the previous field.

Using CDTs

Once created, CDTs can be used across Welkin. The most common use is in Forms and Assessments — a question is entered, a Data Type is selected from the dropdown, and then the specific Data Field is chosen. That field will record the patient's answer during the assessment.

For more information on creating Assessments, see Create an Assessment or Form Template.

Considerations

• When a CDT is referenced in an Assessment, it writes a value to all CDTFs regardless of which are surfaced in the assessment

• A Data View for a CDT can only surface values from one CDT — multiple CDTs cannot be combined into a single Data View

• Creating any CDTs will require updates to your current Security Policies

• CDT names cannot be changed once created

• CDTF settings cannot be changed after creation (e.g., a list type field cannot later be changed to free text)

• Think through the above considerations and the end result of the data collected before creating CDTs

Formulas

Formulas are a specific CDTF type that calculates values based on other CDTFs within the same CDT. For example, a patient Assessment that records height and weight into two CDTFs can use a third Formula CDTF to calculate and store BMI, which can then be displayed in a Data View.

For more information, see Create Formulaic Custom Data Type Fields.

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More Questions? Contact [e-mail] or your Implementation/CSM directly.