Encounters are the core patient interaction records in Welkin. Every significant patient touchpoint – whether a scheduled appointment, a telehealth call, or a documented phone conversation – is recorded as an encounter.
Encounters can be viewed from:
Patient profile → Encounters tab – all encounters for a specific patient
Calendar – scheduled encounters shown as calendar events
My Work / Tasks – encounters assigned to you that require action
In the patient profile's Encounters tab, encounters are listed in reverse chronological order. Each row shows:
Encounter type and date
Assigned clinician
Status (Scheduled, In Progress, Completed, Cancelled)
A summary of the encounter or key data captured
Click an encounter to open the full record.
Scheduled – the encounter is booked for a future date
In Progress – the encounter has started; notes are being added
Draft – documentation has been started but not finalized
Completed – the encounter has been finalized
Cancelled – the encounter was cancelled before it occurred
See Create, Modify, Complete Encounters.
Encounters support a Draft mode that allows notes to be saved without finalizing the record. This is useful when documentation needs to be reviewed before locking. See Draft Mode and Finalizing Notes.
Create, Modify, Complete Encounters – step-by-step guide to working with encounters
Forms and Assessments – assessments within encounters
Encounters and Dependencies – configuring encounters in Designer
Programs and Phases – how programs trigger encounter workflows
Encounters Overview – what encounters are and how they fit into workflows
Last updated
Was this helpful?
Was this helpful?
