Knowledge Base
Care
Features Overview
- Care: Home Screen
- Care: Programs and Phases
- Care: Profiles Overview
- DocuSign: Feature Overview in Care
- Bulk Edit
- Care Overview
- Labs: Health Gorilla
- Home Screen
- Reports and Exports
- Communication Center: Telehealth / Video Calling
- Communication Center: SMS
- Communication Center: Calls
- Communication Center: Chat
- Documents
- Communication Center: Email Functionality
- Care Plans: Goal Tracking
- Forms and Assessments
- Care Teams
- Care Management Platform: Welkin Health
- Charts and Graphs
- Communication Center
- Encounters
- Patient Profile
- Calendar
- Task Management
- User Profile
- Patient Profile
How To
- Care: My Patients and Bulk Edits/Actions
- Logging in
- Encounters: Draft Mode and Finalizing Notes & Assessments
- Reset Your Password: Jira Service Management (JSM)
- Manage Unrecognized Communication
- Contact Patient
- Update: Program or Phase
- Encounters: Create, Modify, complete
- Calendar: Setting Up Working Hours
- Create Events
- Create Tasks
- Upload Documents
- Creating Forms and Assessments
- Patient Profile: Editing Patient Information
- Patient Creation and Search Functionality
Troubleshooting/FAQs
Communication Center: Email Functionality
Communicate with patients through our communication center. Email messages can be sent from anyone on the patient’s care team. Email messages received from the patient can be reviewed and responded to within the Communication Center from the patient’s profile. Secure email is available for any communication to the patient that needs to be encrypted. Draft emails can be created and sent to the patient when desired.
Email status tracking
You have access to your email metrics, including tracking open, clicked and failed engagement rates. Set up exports to retrieve this data to better track and monitor activity. Check with your customer success manager if you’re interested in confirming you are set-up with this option.
Email drafts
There are now two separate folders for your drafts and starred emails in the communication center. Key features:
- Draft emails: new folder that allows users to see, schedule or discard all email drafts
- Starred emails: new folder that allows users to see all starred emails across Inbox, Sent, Scheduled, and Drafts. Starred functionality also exists in Messages and Calls separately.