Insights

Overview

The Insights section of the Welkin Care Portal provides visibility into patient population metrics, outcome trends, and workflow performance. Access to Insights is controlled by role permissions configured in Designer.

What Insights Include

Insights contains a set of system reports that cannot be customized. Available report sections include:

• Patients

• Territories

• Assessments

• Calendar

• Encounters

• Tasks

• Export Data

Each section has its own breakdown of analytics — some reports display as lists, others as pie, line, or bar graphs. Graphs are interactive and allow you to drill down further.

Exporting Data

Where export is available within individual reports, a download icon appears on the right side of the report screen. This lets you export specific report data as a CSV file.

For a full data export, navigate to the Export Data section and click Request to export all Insights data. The system will generate a zipped CSV file folder. This may take a few moments depending on your database size.

Notes

• Insights data reflects activity within your role's data access scope

• All reports in Insights are system reports and cannot be customized

• For more advanced analytics, your organization may use the Sisense integration; see Sisense Change Requests