For the complete documentation index, see llms.txt. This page is also available as Markdown.

Seats and Licenses

Overview

The Seats and Licenses page in the Admin Portal shows your organization's current license configuration, seat usage, and the integrations enabled for your environment.

Accessing Seats and Licenses

  1. Log in to the Admin Portal

  2. Navigate to Seats and Licenses in the left sidebar

Seats

The Seats section shows:

  • Total seats purchased

  • Users assigned — the number of care team user accounts currently consuming a seat

  • API Clients assigned — the number of API client accounts consuming a seat

Dashboards and Widgets

The page also displays the limits for the New Homepage feature:

  • Dashboards allowed — the maximum number of Dashboards your license permits

  • Widgets allowed — the maximum number of Widgets your license permits

To increase these limits, contact your CSM about the Homepage Plus add-on. See New Homepage for details.

Integrations

The Integrations card lists every integration available in Welkin and shows whether each one is enabled (✓) or not enabled (–) for your environment. Integrations are grouped by category:

Integration
Description

Welkin AI

AI Assistant and AI Data View features

eRx

Electronic prescribing

Labs

Lab order and result integrations

Docusign

Electronic signature via DocuSign

Candid

Medical billing via Candid Health

Acuity

Scheduling via Acuity Scheduling

Stripe

Payment processing via Stripe

Fax

Fax sending and receiving via Notifyre

Medispan

Medication database via Medispan

Calendar Sync — One-way

One-way sync with Google Calendar or Outlook

Calendar Sync — Two-way

Two-way sync with Google Calendar or Outlook

Comm Center — Email

Outbound and inbound email

Comm Center — Secure Email

HIPAA-compliant secure email (Paubox/HIN)

Comm Center — SMS

Two-way SMS via Twilio

Comm Center — WhatsApp

WhatsApp messaging

Comm Center — Chat

In-app patient chat

Comm Center — Voice Call

Inbound and outbound voice calls

Comm Center — HIN

HIN secure email

To enable or disable an integration, contact your Welkin Customer Success Manager.


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