AI Assistant
Welkin's AI Assistant lets care team members ask natural-language questions about a patient and get answers grounded in that patient's full care record — without leaving the patient profile.
Where to find it
Open a patient's profile and click the AI Assistant icon in the top-right toolbar. A panel opens on the right labeled "Ask about [Patient Name]", showing the patient's age and a "Based on full care record in Welkin" label.
The panel offers:
Suggested queries — quick-start prompts such as "How is [Patient] responding to the program?", "When was last contact and what was discussed?", "Summarize recent encounters," and "Draft a check-in message."
A message box — type a free-form question, attach a file, or use voice input.
An AI Privacy link and "AI-generated answers may be inaccurate." notice at the bottom of the input area.
The assistant reads from the same live Welkin data as the rest of the profile — encounters, assessments, communications, tasks, and more — so its answers reflect the patient's current record rather than a static snapshot.
AI Privacy disclosure
At the bottom of the AI Assistant input panel, a short disclaimer appears: AI Privacy · AI-generated answers may be inaccurate.
Clicking AI Privacy opens a modal titled "How Welkin AI works" that explains:
Grounded in your patient's record — Responses are generated from the patient's care record in Welkin: care program steps, encounters, assessments, CDTs, messages, and activity history.
Built to assist, not replace — AI-generated content is intended to assist workflows only.
The provider stays in charge — Clinical decisions remain the responsibility of the provider.
Click Got It or press Escape to close the modal.
Voice input availability
The microphone (voice input) button in the AI Assistant message box is only active when the configured AI provider supports speech-to-text. If your organization's AI provider does not support transcription, the button appears grayed out and hovering over it shows the message "Voice input is unavailable for the configured AI provider."
If you expect voice input to be available but the button is disabled, contact your administrator to review the AI Assistant configuration in the Admin Portal.
Panel behavior when a drawer is open
When a drawer opens on the patient profile (for example, a document, assessment, or detail drawer), the AI Assistant panel automatically shifts to the left to stay visible and avoid overlapping the drawer. This happens without any action required from you. When the drawer closes, the panel returns to its default position.
Enabling AI Assistant for your organization
AI Assistant is a licensed add-on, turned on per organization — it is not available by default. To enable it, contact your Welkin Implementation Manager or Customer Success Manager (account manager) and request that the Welkin AI license be turned on for your org.
Once the license is active, an administrator connects it to an AI provider from Admin Portal → Integrations → Welkin AI. Each environment (instance) needs its own configuration and an API key, sourced one of two ways:
Your own provider key (Key Origin: CUSTOMER)
Your organization supplies an API key for a supported provider (OpenAI or Anthropic) and Welkin uses it for your AI features. This is the default for standard configurations.
Welkin-managed key (Key Origin: PLATFORM)
Welkin supplies and manages the underlying key on your behalf. Ask your account manager whether this option is available under your contract.
See AI Assistant (Admin) for the full configuration steps, supported providers and models, and speech-to-text setup.
Related Topics
AI Data View — the AI summary widget on patient dashboards
AI Assistant (Admin) — configuring the AI provider and reviewing the audit log
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