Healthcare CRM/EHR
designed for outcome-based care management

Calendar

Schedule patient visits, encounters, or non-patient events, like team training. Multi-user views show team availability and ensure shift coverage. The calendar API allows you to integrate your own external calendars as well.

Patient Record

Customize and maintain comprehensive records of patients and their medical histories. Track demographic information, vital signs, diagnoses, allergies, medication histories, treatment plans, and lab results.

Assessments

Create assessments tailored to your program's needs and monitor patient progress at every stage of care. Patient records and charts are updated real-time once responses are submitted and received.

Forms and assessments can be designed for scoring groups, conditionality, data charting and reporting, and triggering automated program logic.

Encounters

Structure and template encounters to meet the requirements of your program making it easy for the care team to navigate through patient visits systematically. Encounters include all necessary information for successful insurance claims processing.
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Labs and Imaging

Schedule laboratory tests and imaging procedures with over 110 lab vendors in the United States to support your program's protocol. Lab results are received electronically, and care teams are promptly notified when they are available for review.

ePrescribing

Effortlessly submit electronic prescriptions to your patients' chosen pharmacies. The Rcopia e-prescribing system includes alerts for drug-drug interactions, drug-allergy interactions, dosing errors, and duplicate therapies. It also provides patient-specific formulary guidance.

Document center

Streamlining the intake process is critical. Automate intake and consent forms ahead of a patient’s visit or integrate Docusign for seamless signing. Upload any type of document to a patient profile for record keeping including assessments, consent forms, licenses, medical records, or anything else.

Tasks

Welkin enables smart task management and hand-offs by filling in the gaps, and prompting care team members with tasks when they’re needed and for what. Coordinating care is simplified when tasks are organized, are trackable, and can be shared or passed to other team members.

Insights

Data visualization informs your organization of program analytics across patient populations. Surface actionable insights and identify trends around patient careflows, resource allocation, assessment trends, and more. Review relevant datasets in Welkin or export data for external consumption and analysis.

Communication

Direct and personal communication promotes plan adherence, retention — and ultimately, better outcomes. Welkin’s multi-channel communication toolkit includes synchronous, HIPAA-compliant video conferencing, or asynchronous secure email, web-based or patient-facing chat, SMS, and MMS.

Notifications

Define events that warrant an external notification to specific team members. Send email, chat or SMS notifications for specific occurrences within the platform when something needs to be addressed right away.

Claims Billing

Streamline the medical billing process with automation tailored to payer-specific rules. Identify, prevent, and resolve issues with ease. Real-time data reporting allows for immediate insights, and versatile export capabilities provide complete control over your data.

Analytics

Measure program performance for patients, service providers and payers. Track program progress and iterate with pre-built or developing custom dashboards to manage your program.