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Automated Workflows

Create smoother processes for your team

Empower your team to do more for patients by asking them to do less

Build something your community can trust

Welkin’s system improves team efficiency by automating processes and intelligently moving patients through their care plan. Lessen burden and burnout and allow your team to do what they do best – care.

Supporting Team-First Care: The Patient Journey

Stage 1: Identification

Qualify and enroll your patient in a program

Patient profile is created, communication and care preferences are defined, care team member is assigned.

Stage 2: Assessment

Define problems, risk, and goals

Assessment forms are completed, care-centered and patient-centered goals are defined in patient profile.

Stage 3: Enrollment

Enroll patient in best suited program

Assign care team, review care plan, schedule first appointment or start date, set reminders to check-in on defined cadence.

Stage 4: Care Delivery

Nurture patient through care plan

Regularly communicate with patient, set up tasks, reminders and automated follow ups, schedule scoring assessments, analyze results, track outcomes.

Stage 5: Course Correct

Keep patient on track

Alerts, notifications and tasks identify gaps in care, and notify patients when they haven’t adhered to their program; see escalations on homepage, adjust care plan, redefine goals.

Stage 6: Conclusion or Maintenance

Evaluate outcomes

Complete final assessment, evaluate analytics and trends, schedule for maintenance if necessary.

Smart Workflows


Schedule intake forms and progress assessments.


Graduate patients from one phase of the case journey and move them to the next.


Build unique processes based on outcomes or conditions.


Automate an email or SMS to your patient based off of an action or inaction.


Create email campaigns to nurture patients or pre-patients by building lists within Welkin.