In this article, we'll walk through:
- What is the Terminology feature in Workshop?
- What Terminology can you change in your Program?
After reading this article, you will:
- Understand how to change Terminology to fit your Program
- Understand what default Terminology you can change
- Understand known issues for the Terminology feature
Terminology basics
Welkin’s platform uses a set of standard terminology throughout the Coach Portal. However, your organization may use specific language in reference to those same things. Workshop’s Terminology builder allows you to change some of Welkin’s standard wording to better adapt to your program.
Terminology in Workshop
Terminology makes it possible to customize some of your Program language, by creating replacement terms that override Welkin’s defaults.
Terms that can be customized are limited to the following:
|
Term |
Meaning |
|
“Patient” |
This term should refer to your end user |
|
“Program” |
This should be replaced by your Program name |
|
“Worker” |
The term for the role that interacts with your end users |
|
“Coach” |
The term for the role that interacts with your end users |
|
“Diagnosis” |
This term refers to the name of a Care Flow |
|
“Goal” |
This term conveys what the associated “Tasks” expect to achieve, within the larger value of a Care Flow |
|
“Task” |
This term refers to the assignments created within the larger value of a Care Flow |
|
“Assessment” |
This term should reflect your Program’s use of questionnaires |
|
“Helpdesk” |
This term should reflect your Program’s name for support, if that’s been configured for the Coach Portal |
To create new terms, enter the singular and plural form of your custom terms in the “Singular” and “Plural” fields of the word they will replace. If the “Plural” field is left blank, the term will be pluralized by default, which adds an “s” to the custom term.
If both the “Singular” and “Plural” fields for a term are left blank, your Program will continue to use Welkin’s defaults.
Known issues
There are some areas in the Coach Portal that will not reflect your changes to Terminology. They are:
- “All Patients” page and the “Dashboard” pages: the field labels “Coach,” “Patient,” and “Program” will not reflect any changes to that Terminology
- On the Patient Profile page:
- The word “Patient” cannot be changed on the header of the Patient Profile page
- Changes made to “Assessment” cannot be reflected on the Timeline “Assessments” tab
- On the Side Bar, “Primary Coach” cannot be changed
- On the Action Bar:
- In the Assessment Action, “Select an assessment” will not reflect a change to “Assessment”
- “Create Task” will not reflect an override for the term “Task”
- “Edit Patient” will not reflect changes to the term “Patient”