Home Screen
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The home screen is the first view care team members see upon logging in to the Welkin Care Portal. It provides a summary of your active workload, patients, and upcoming activity.
The left-side navigation bar provides access to all major sections of the Care Portal:
Patients – your patient list
Calendar – your schedule and encounters
Messages – your communication inbox
Tasks – assigned tasks
Reports/Insights – data views and metrics
The center of the home screen displays your patient dashboard, task list, and encounter schedule depending on how your organization has configured the home page.
A global search bar at the top allows you to search for patients by name, phone number, email, or patient ID. Results display inline as you type.
Click your profile icon in the top right to access your user settings, notification preferences, and logout option.
Use the left navigation to move between sections. The breadcrumb trail at the top of each page shows where you are in the portal and allows quick back-navigation.
If your organization uses the new widget-based homepage, see New Homepage for details.
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