# Care Portal Overview

The Care Portal is the primary workspace for care team members in Welkin. It's where providers, care coordinators, and clinical staff manage patients, document clinical interactions, communicate, and track workflows — all in one place.

<figure><img src="/files/iOD91zU79y7IqzqeyPwU" alt=""><figcaption></figcaption></figure>

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## Navigation

**Top bar** (available everywhere in Care):

| Icon             | Function                                                |
| ---------------- | ------------------------------------------------------- |
| Magnifying glass | Patient search — find by name, email, or phone          |
| Bell             | Notifications — system activity, task reminders, alerts |
| Question mark    | Help                                                    |
| Shield/key       | Switch to Admin portal                                  |
| Notepad/pencil   | Switch to Designer                                      |
| User initials    | Profile settings, role switching, log out               |

**Left sidebar** provides access to the main sections described below.

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## Home

The Home screen gives each care team member a personalized dashboard with upcoming encounters, tasks due today, recent patient activity, and quick-access widgets. Organizations can customize which widgets appear on the home screen.

→ [Home Page Features & Functionality](/care/getting-started/home-page-features-functionality-highlights.md) · [New Homepage](/care/getting-started/new-homepage.md)

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## Patients

The Patients section (also called **My Patients**) is where care team members find, create, and manage patient records. From here you can search for patients, create new records, view patient lists, and perform bulk actions.

Each patient has a **Patient Profile** — a full record containing demographics, care team assignments, program enrollment, encounters, assessments, documents, goals, tasks, and communication history.

→ [Patients](/care/patients/patients.md) · [Patient Profile](/care/patients/patient-profile.md) · [Patient Programs & Phases](/care/patients/care-programs-and-phases.md) · [Patient Care Teams](/care/patients/patient-care-teams.md)

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## Calendar & Scheduling

The Calendar shows scheduled encounters across the care team. Care team members can view their own schedule or others', create and manage appointments, and set working hours and availability.

→ [Calendar](/care/calendar/calendar.md) · [Working Hours & Availability](/care/calendar/calendar-setting-up-working-hours.md)

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## Encounters

Encounters represent clinical interactions between a care team member and a patient — a scheduled visit, a telehealth call, a phone check-in, or any structured interaction that generates a clinical record. Each encounter has a status (Scheduled, In Progress, Completed, Cancelled), associated assessments, notes, and a finalization workflow.

For full details on encounter statuses, workflows, and draft mode, see the dedicated pages below.

→ [Encounters Overview](/care/encounters/feature-overview-encounters.md) · [Encounters](/care/encounters/encounters.md) · [Create, Modify, Complete](/care/encounters/encounters-create-modify-complete.md) · [Draft Mode & Finalizing Notes](/care/encounters/encounters-draft-mode-and-finalizing-notes-assessments.md)

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## Tasks

Tasks are action items assigned to care team members, linked to a specific patient. They support clinical workflows by tracking things that need to be done — follow-up calls, form completions, approvals, or any ad-hoc action item. Tasks have statuses, due dates, assignees, and priority levels, and can be created manually or triggered automatically by workflows.

→ [Tasks](/care/tasks/tasks.md)

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## Forms & Assessments

Care team members complete structured forms and assessments during or between encounters. Assessment results can feed into charts, trigger automations, and update goals. Forms are configured in Designer.

→ [Creating Forms and Assessments](/care/forms-and-assessments/creating-forms-and-assessments.md) · [Charts and Graphs](/care/forms-and-assessments/charts-and-graphs.md)

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## Documents

The Documents section allows care teams to upload, organize, and review patient documents — clinical files, signed forms, lab results, and more. Data views provide structured visibility into document collections.

→ [Document Management](/care/documents/documentmanagement.md) · [Upload Documents](/care/documents/upload-documents.md) · [Data Views](/care/documents/data-views.md)

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## Communication

The Communication Center is the hub for all patient messaging. Care teams can send and receive SMS, email, in-app chat, and make calls — all tied to the patient record. Shared inboxes, message templates, and unrecognized communication handling are also available here.

→ [Communication Center](/care/communication/communication-center.md) · [Inbox](/care/communication/inbox.md) · [SMS](/care/communication/communication-center-sms.md) · [Email](/care/communication/email-functionality.md) · [Calls](/care/communication/communication-center-calls.md) · [Chat](/care/communication/chat.md)

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## Goals

Goals allow care teams to set measurable clinical or behavioral objectives for patients and track progress over time. Goals can be linked to assessment scores for automatic progress updates.

→ [Goals](/care/patients/goals.md)

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## Billing

The Billing section supports patient payment collection, invoice management, and recurring subscriptions — powered by Stripe. Billing managers can view invoices and subscriptions across all patients from a central billing tab.

→ [Payments & Invoices](/care/billing/payments-and-invoices.md)

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## Reports & Insights

Reports and Insights give care teams and managers visibility into patient outcomes, encounter volumes, task completion rates, and other operational metrics.

→ [Insights](/care/getting-started/insights.md)

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## Notifications

Welkin sends in-app and email notifications for upcoming encounters, task due dates, new patient messages, and automation-triggered events. Notification preferences are managed in your user profile.

→ [Notifications & Alerts](/care/getting-started/notifications-and-alerts.md) · [User Profile](/care/getting-started/user-profile.md)

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## Roles & Access

What each user sees in the Care Portal depends on their **role**. Roles control which sections, patients, and actions are accessible. Roles are configured in Admin and assigned per user.

→ [Roles](/care/getting-started/roles.md) · [How to Create and Configure Roles](/care/getting-started/how-to-create-roles.md) · [Logging into Care](/care/getting-started/logging-in.md)


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