Knowledge Base
Care
Features Overview
- Help Section
- Roles
- Patients
- Encounters: Patient Profile
- Patient Profile
- Home Screen
- Care: Programs and Phases
- Care: Profiles Overview
- 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
Patient Profile
The patient profile is where the data for each patient lives. Next to the patient name is a link to “edit” where you can add or change patient demographics, update contact info, and assign yourself and other users to the patient’s care team.
Additionally, Patient Profiles may have links to the Communications Center from the icons under the patient’s name. Email, phone, chat, and SMS are all accessible here. There is also an icon to access Zoom video.
Below the icons are a number of data layouts and views that you can review and modify. Which layouts you see is completely customizable. These can include custom layouts built in Designer (ie. Clinical Summary and Vitals), as well as Welkin system layouts (Assessments, Care Plans, Encounters, Documents) which are pre-built and available to use. Below is an example of a list of layouts and their corresponding data that you could encounter:
- Patient Summary: Custom layout. Diagnosis, patient external care team and emergency contacts, benefits and insurance info
- Medical History: Custom layout. Medical History, Family Medical History, Hospitalizations, Historical Medications
- Clinical Summary: Custom Layout. Primary Diagnosis, Visit Note, Active Problems, Allergies, Active Medications
- Program Summary: Custom Layout. Enrolled Treatment Programs
- Vitals: Custom Layout. Charts of Blood Pressure, Glucose Meter reading, Body Weight, Body Temperature, Resting Heart Rate, Respiratory Rate
- Labs: Custom Layout. Charts of Creatinine, Potassium, Sodium, Urea
- Assessments: System Layout. Access to all Assessments and Forms completed or to complete with patients
- Care Plans: System Layout. Custom Care plans with patient goals
- Encounters: System Layout. Patient-specific encounters
- Documents: System Layout. Document archive for scans, assessment/note copies, and other documents
More Questions?
If you have any questions, please email the Customer Success Management team at CSM@welkinhealth.com or contact your Implementation/CSM directly.