My Patients and Bulk Edits/Actions

Overview

The My Patients view in Welkin supports bulk selection and bulk edits, allowing care team members to efficiently update multiple patient records at once.

Searching and Filtering

You can narrow the patient list using the filter dropdowns at the top of the screen: DOB, Programs, Phases, Region, Territory, Timezones, and Care Members. Use the search bar in the upper right to find specific patients within the current filter selection.

Selecting Multiple Patients

There are two ways to select patients for bulk edits:

1. Click the Check All checkbox at the top of the list to select all patients on the current page

2. Manually select individual patients using the checkbox next to each row

Once patients are selected, an Edit button will appear in orange.

Available Bulk Actions

Click Edit to open a side panel with the following update options:

• Timezone — update the timezone for all selected patients

• Cadences — add cadences to selected patients

• Service Areas — update service area assignments

• Care Teams — assign or reassign care team members

Important Notes

• Bulk edits apply to all selected patients on the current page simultaneously

• Bulk edits will overwrite any previously entered information for the updated field

• Review your selection carefully before applying changes