The Welkin Care Portal home page serves as the primary dashboard for care team members. It provides a centralized view of your patients, tasks, and upcoming activity so you can prioritize your work for the day.
The home page displays your assigned patients with quick access to their profiles, upcoming encounters, and outstanding tasks. You can filter by program, phase, or care team assignment.
Active tasks assigned to you appear on the home page. Each task shows priority, due date, and the associated patient. Clicking a task takes you directly to the relevant patient record or encounter.
A calendar-style view shows your scheduled encounters for the current day and upcoming days. Clicking an encounter opens the encounter detail where you can review notes, complete assessments, or start a call.
The home page surfaces unread messages, flagged patient conditions, and workflow notifications from automations. Alerts are color-coded by urgency.
Welkin's home screen supports a fully configurable widget and dashboard system. Administrators can build custom home screens that surface exactly the data care team members need — based on any data point in the system.
Using the New Homepage feature in Designer, administrators can:
Add and arrange widgets — choose from patient lists, task queues, metrics summaries, calendar views, encounter counts, and more
Configure data sources — each widget can be driven by any field, program, phase, or custom data type defined in your Welkin environment
Set role-based layouts — different care roles (e.g., care managers, nurses, coordinators) can see tailored home screens with the widgets most relevant to their workflows
Control display logic — apply filters, sorting, and grouping rules so each widget shows the right patients or records automatically
Because the home screen is 100% configurable, organizations can design dashboards that match their clinical workflows without any custom development.
For setup instructions and configuration options, see New Homepage.
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