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Custom Data Types

Overview

Custom Data Types (CDTs) are configurable data structures in Welkin that allow organizations to capture and store structured patient information beyond the default fields. CDTs are the foundation for clinical data collection – from vitals and lab values to custom assessments and medication records.

What CDTs Enable

With CDTs, your organization can:

  • Define custom fields with specific data types (text, number, date, boolean, dropdown, etc.)

  • Create repeatable data entries (e.g., multiple blood pressure readings over time)

  • Build structured data panels within patient profiles

  • Power charts, graphs, and data views based on CDT values

  • Trigger automations based on CDT field values

  • Export CDT data via API or reporting tools

CDT Structure

A CDT consists of:

  • Name – the CDT's identifier (used in conditions and automations)

  • Display Name – the label shown to care team members in the Care Portal

  • Fields – the individual data points within the CDT (e.g., systolic, diastolic, recorded date for a blood pressure CDT)

  • Record settings – whether the CDT stores a single record per patient or multiple records over time

Common CDT Use Cases

  • Vitals – height, weight, BMI, blood pressure, heart rate

  • Lab results – HbA1c, cholesterol, creatinine, with reference ranges

  • Medications – drug name, dose, frequency, prescriber, start/stop dates

  • Risk scores – calculated scores from assessments stored as structured data

  • Social determinants – housing status, food security, transportation access

  • Custom intake data – any patient attribute not covered by the default data model

Creating and Managing CDTs

CDTs are created and configured in the CDT Designer within the Welkin Designer portal. For step-by-step instructions, see CDT Designer.

For field type reference, see Custom Field Types.


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