# Home Page Features & Functionality ## Overview 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. ## Key Home Page Features ### Patient List 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. ### Task Panel 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. ### Upcoming Encounters 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. ### Alerts and Notifications The home page surfaces unread messages, flagged patient conditions, and workflow notifications from automations. Alerts are color-coded by urgency. ## Customizing the Home Page 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**. ### Widget and Dashboard Builder 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](/care/getting-started/new-homepage.md). --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.welkinhealth.com/care/getting-started/home-page-features-functionality-highlights.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.