Knowledge Base
Care
Features Overview
- Labs: Health Gorilla
- Care: Home Screen
- Care: Programs and Phases
- Care: Profiles Overview
- DocuSign: Feature Overview in Care
- Bulk Edit
- Care Overview
- Home Screen
- Reports and Exports
- Documents
- Care Plans: Goal Tracking
- Forms and Assessments
- Care Teams
- Care Management Platform: Welkin Health Overview
- Charts and Graphs
- Communication Center
- Encounters
- Patient Profile
- Calendar
- Task Management
- User Profile
- Patient Profile
How To
- Charts & Graphs: Filter, change date and by data point
- 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
- Encounters: Create, Modify, complete
- Calendar: Setting Up Working Hours
- Create Events
- Upload Documents
- Creating Forms and Assessments
- Patient Profile: Editing Patient Information
- Patient Creation and Search Functionality
Troubleshooting/FAQs
User Profile
Care is where Welkin users interact with the system to track patient interactions, document, and communicate externally to patients and internally with your teams.
The Care is navigated mostly via the vertical green menu on the left. Additionally there are system-wide functions available in the horizontal white menu at the top of the screen. One of these functions includes, the user profile.
All users in welkin have a profile that is set up by your program admin. To see and make changes to your profile click the circle with your initials in the upper right hand corner. You’ll see your name and current role you’re logged in as. Clicking on my profile will allow you to make changes to your display name, phone, and setup time zone. You can additionally review currently assigned role and roles and also the territories you’re assigned to.
These elements are important because they allow for your access to see and interact with patients and their data. Click again on the circle allows you to change system instances and role if you have access to multiple. You can also work offline if you have no internet signal, and logout from this area.