Healthcare CRM
designed for outcome-based care management

Customizable platform that enables scalable patient care through automation

Real results from organizations using our platform

Improve outcomes

reported not using drugs or alcohol since their last coaching session

Substance use program

Reach more people

census growth, or new member growth, in one month

Population health management

Reduce team burnout

of users agree Welkin improves the quality of work they do

Community health center

Lower costs

of cases were resolved without the need for surgery

Orthopedic care program

Welkin by definition

  • Healthcare Automation Platform
  • Healthcare CRM
  • EHR "Light"
  • Headless EHR
  • Care Management Platform
  • Patient Relationship Management
  • Care Coordination Platform
  • Patient Engagement Platform

The patient management workflow

Curious what a day in the life of a clinician looks like in Welkin?
See how we support progressing your patient through their journey.


See your day at a glance. Home shows your schedule, tasks, unread communications and patient escalations. This allows you to proactively plan your day and gives you the ability to swiftly react to those who need attention.


The calendar view allows you to 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.


Patients view allows you to sort and filter patients. Each patient profile contains provider notes — including communications, tasks, medical history, program summary, vitals, care plans, graphs, assessments, encounters, and documents. Customized patient layouts make data relevant and accessible to each team role.


Gather vital Patient Generated Health Data by using assessments, meaning forms. Create and send any kind of questionnaire to patients to collect data, including clinical assessments, monthly progress checks, questionnaires, or patient feedback forms. Automate these to patients on a certain cadence, build automations based on conditionality, or map questions to trend lines to create data visualizations based on answers.


Schedule in-person, call, or video Encounters as a timed recurring event or manually. Prepare for patient encounters by creating guidance notes and itineraries. Filter Encounters by status and by team members holding them.

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.


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 and can be shared or passed to other team members.


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.


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.


Automating portions of clinical care protocols helps to generate operational efficiencies, increase patient engagement, and scale growth. Welkin allows you to build a plethora of different automations. For example, when an escalation or intervention is realized, for assessments or patient intake forms, reminders or check-ins, or to flag specific patient reported answers.


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.

You're in good company

Care management journey



Qualify and enroll your patient in a program



Define problems, risk and goals



Enroll patient in best suited program(s)


Care Delivery

Nurture patient through care plan


Course Correct

Keep patient on track


Conclude or Maintain

Evaluate outcomes

Primary Care Physician
Physical Therapist
Registered Nurse
Health Coach
Healthcare Providers
Hospital Staff
Family & Friends

We know it takes a village

Welkin is designed to address care coordination. Assign the right team member to address patient needs at every step of the journey. We provide your team members with seamless transitions and a curated experience for every patient he or she serves.

We were looking for better ways to interact with information in real-time to make it more beneficial for our health coaches and members. We found this super easy with Welkin with all the call, text, and communication methods,

David Whitesock Face It TOGETHER
Make your program more care-centric today.