Knowledge Base
Care
Features Overview
- Help Section
- Roles
- Patients
- eRX: Reporting
- Encounters: Patient Profile
- Labs: Overview
- Patient Profile
- Home Screen
- Care: Programs and Phases
- Care: Profiles Overview
- DocuSign: Feature Overview in Care
- Bulk Edit
- Overview
- Insights
- Document Management
- Goals
- Forms and Assessments
- Patient Care Teams
- Charts & Graphs
- Communication Center
- Encounters Overview
- Patient Profile
- Calendar
- Task Management
- User Profile
How To
- Charts & Graphs: Filter, change date and by data point
- Care: My Patients and Bulk Edits/Actions
- Logging into Care
- Encounters: Draft Mode and Finalizing Notes & Assessments
- Reset Your Password: Jira Service Management (JSM)
- Manage Unrecognized Communication
- Encounters: Create, Modify, complete
- Working Hours and Encounter Availability
- Create Calendar Events
- Documents: Uploading
- Creating Forms and Assessments
- Patient Profile: Editing Patient Information
- My Patients: Create and Search
Troubleshooting/FAQs
Document Management
Welkin’s document management enables care teams to create and store supporting documents required for patients in their care program. The Designer tool allows customization of document types which permits customers to capture the important information about the document along with the document files. File types supported are .pdf, .png and .jpg.
To upload a new document:
- Click “create document” and choose appropriate document type
- Each document type built by your organization will have associated fields to enter data from the document when you complete the upload
- Click upload file
- Choose file
- Complete required fields within the system
- Click “create”
- Document added to the list for review
More Questions?
If you have any questions, please email the Customer Success Management team at CSM@welkinhealth.com or contact your Implementation/CSM directly.