New Homepage

Overview

The New Homepage enhances daily operations by providing a personalized command center that transforms patient data into actionable insights. It consists of configurable Widgets organized into role-based Dashboards. Built on the OpenSearch analytics database, the Homepage allows for highly flexible querying while supporting real-time data updates.

Note: The expression-builder interface enables business users to create queries within the Designer. However, users must have an understanding of XOR logic, Welkin entities and their relationships to construct valid queries. Ideally, users should be able to understand and validate the generated OpenSearch query displayed in the Source Code tab.

Customers are responsible for building and testing Widgets. Assistance can be requested from the Welkin team via Professional Services hours if necessary (PSE).

For configuration steps, see:

• New Homepage Setup (Admin) – how to activate the New Homepage per environment

• New Homepage Configuration (Designer) – how to create Dashboards and Widgets

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Dashboards

A Dashboard is a set of widgets available on the New Homepage to users with a specific role.

When you log into the Care Portal, a drop-down list on the New Homepage displays the Dashboards available for your role. Selecting a Dashboard displays the list of Widgets added to it.

License note: An environment is limited to 1 Dashboard under the standard license. This limitation can be unlocked by enabling the Homepage Plus feature. Contact your CSM for pricing information.

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Widgets

A Widget is a set of rules by which information is selected and displayed. Each Widget queries patient or related entity data and presents it as a filterable, sortable list in the Care Portal.

Entity Types

Widgets are built around one of the following entity types:

• Patient

• Patient Program

• Assessments

• Encounter

• CDT

• Notification

• Calendar event

The Patient is the parent entity; all others are child entities. Building a Widget from a child entity may introduce limitations (for example, filtering by patient fields is not possible when the widget is built from a child entity).

License note: An environment is limited to 6 Widgets under the standard license. This limitation can be unlocked by enabling the Homepage Plus feature. Contact your CSM for pricing information.

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Using Widgets in the Care Portal

Once Widgets are added to a Dashboard, the Care Portal displays a list of patients (or other entities) for whom the specified conditions are met.

Default sorting is applied to each Widget as configured, and column filters can be used to narrow results further.

Clicking on a patient or record in the Widget navigates directly to their profile or the relevant record.

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Date Expressions

Widgets support relative date expressions for condition fields. The now expression contains the current date and time in UTC.

Relative dates without rounding:

Expression	Meaning
now	Current time
now-10m	10 minutes ago
now+2h	In 2 hours
now-1d	Same time yesterday
now-1w	1 week ago
now-1M	1 month ago
now-1y	A year ago

Relative dates with rounding:

Expression	Meaning
now/d	Beginning of the current day (00:00:00)
now/M	Beginning of the current month (1st day)
now/y	Beginning of the current year (January 1)
now-1d/d	Beginning of yesterday (00:00:00)
now-1w/w	Beginning of last week (Monday)
now-3M/M	Start of the month 3 months ago

Note: When limiting results to "today", do not use the "between" expression. Use one expression for the beginning of the day and another for the end of the day.

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Current User Variable

In condition blocks for fields that refer to a username, you can use the {{CURRENT_USER_NAME}} variable to dynamically reference the logged-in user. Do not include extra spaces in the field containing this variable.