Document management in Welkin allows care teams to upload, organize, view, and share documents attached to patient records. Common document types include consent forms, referral letters, lab results, insurance cards, and signed agreements.
Open the patient profile
Navigate to the Documents tab
All documents attached to this patient are listed with their name, type, upload date, and uploader
Click on any document in the list to open a preview or download it to your device.
Documents are organized by category (document type). Categories are configured by your organization in Designer. Common categories include:
Signed Consents
Lab Results
Insurance Documents
Clinical Notes / Referrals
Identity Documents
To upload a new document to a patient record, see Upload Documents.
Documents can be configured with an expiration date (e.g., for consent forms that must be renewed annually). Expired documents are flagged in the document list and may trigger automated renewal reminders.
If your organization uses DocuSign for electronic signatures, signed documents are automatically attached to the patient's record upon completion. See DocuSign Overview (Care).
Access to documents is controlled by role. Care team members may be restricted to viewing only documents in certain categories. Contact your administrator if you need access to a document type you cannot see.
Upload Documents – uploading documents to patient records
DocuSign Overview (Care) – electronic signature integration
Configure Document Types – configuring document types in Designer
Patient Profile – patient records overview
Roles – document access control
Last updated
Was this helpful?
Was this helpful?
