Encounters Overview

Overview

Encounters in Welkin represent interactions between a care team member and a patient. An encounter can be a scheduled office visit, a telehealth call, a phone check-in, or any structured patient interaction that generates a clinical record.

What an Encounter Includes

Each encounter contains:

• Encounter type – the category of visit (e.g., Initial Intake, Follow-up, Telehealth, Phone)

• Date and time – when the encounter occurred or is scheduled

• Assigned clinician – the care team member responsible for the encounter

• Status – Draft, Scheduled, In Progress, Completed, or Cancelled

• Notes – clinical documentation written during or after the encounter

• Assessments – forms or assessments completed as part of the encounter

• Outcome / Disposition – the result of the encounter and any follow-up actions

Encounter Workflow

The typical encounter workflow in Welkin:

1. Schedule – an encounter is created and scheduled for a future date

2. Prepare – the care team member reviews the patient profile before the visit

3. Conduct – the encounter takes place; notes and assessments are completed in real time or shortly after

4. Finalize – the clinician reviews the draft, makes any final edits, and marks the encounter as Complete

5. Follow-up – tasks or automations triggered by encounter completion create next steps

Encounter Types

Encounter types are configured in the Designer and determine which assessments, templates, and workflows apply. Common types include: Initial Consultation, Follow-up, Telehealth, Group Session, Phone Check-in.

For instructions on creating and managing encounters, see Encounters and Create, Modify, Complete Encounters.

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Related Pages

• Encounters (list view)

• Create, Modify & Complete Encounters

• Encounter Draft Mode & Finalizing Notes

• Encounters in the Patient Profile