Knowledge Base
Care
Care Overview
Care Home
Care Calendar
Care Patients
- Patients
- Patient Profile
- Patient Profile
- Patient Profile: Editing Patient Information
- My Patients: Create and Search
- My Patients and Bulk Edits/Actions
- Patient Care Teams
- Patient Programs and Phases
- Goals
- Forms and Assessments
- Creating Forms and Assessments
- Charts & Graphs
- Document Management
- Documents: Uploading
- Data Views
Care Encounters
Care Communications
Care Profiles
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.