> For the complete documentation index, see [llms.txt](https://docs.welkinhealth.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.welkinhealth.com/care/getting-started/new-homepage.md).
# 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)](https://docs.welkinhealth.com/admin/homepage/new-homepage-setup) – how to activate the New Homepage per environment
* [New Homepage Configuration (Designer)](https://docs.welkinhealth.com/designer/homepage-configuration/new-homepage-designer) – how to create Dashboards and Widgets, including the full reference for date expressions and other condition-building variables
***
## 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.
***
## 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.
***
## 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.
### Filtering by Date
Columns with a **Date** or **DateTime** field type display a **date range picker** instead of a value list. Click the filter icon on a date column to open the picker and choose a preset or custom range.
Available date range presets for widget date filters:
| Preset | Range |
| ------------ | --------------------------------------- |
| All Time | No date restriction (clears the filter) |
| Yesterday | The previous calendar day |
| Today | The current calendar day |
| Tomorrow | The next calendar day |
| This Week | The current week (Sunday–Saturday) |
| Next Week | The following week |
| Last 7 Days | Today and the 6 days before it |
| Last 30 Days | Today and the 29 days before it |
| Custom | Pick a specific start and end date |
Selecting **All Time** clears the date filter and shows all records regardless of date.
***
## Building Widget Conditions
Widget conditions are configured in the Designer. See [New Homepage Configuration (Designer)](https://docs.welkinhealth.com/designer/homepage-configuration/new-homepage-designer#date-expressions) for the full reference.
---
# Agent Instructions
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