Notifications and Alerts

Overview

Welkin's notification system keeps care team members informed of important events — including new patient messages, upcoming encounters, task due dates, and workflow triggers — without requiring constant manual checking.

Types of Notifications

In-App Notifications

Notifications appear as a badge on the bell icon in the top navigation bar. Click the bell to view a list of recent notifications. Each notification links directly to the relevant record or action.

Email Notifications

Welkin can send email notifications to care team members for:

• New inbound patient messages
• Upcoming encounter reminders
• Task assignments or due dates
• Automation-triggered alerts

Email notifications are configured by your administrator in Welkin Designer.

Automated Notifications

Automations configured in Designer can send notifications to care team members when specific conditions are met — for example, when a patient's assessment score changes or when a patient enters a new program phase. See Automated Notifications for configuration details.

Managing Notifications

To review or clear notifications:

1. Click the bell icon in the top navigation
2. Notifications are listed in reverse chronological order
3. Click a notification to navigate to the relevant record
4. Mark notifications as read individually or use Mark All as Read

Notification Volume

If you are receiving too many notifications, contact your administrator to adjust automation-triggered notifications for your role in Designer.