Programs and phases in Welkin represent the structured care pathway a patient follows. Programs define the overall care track (e.g., Behavioral Health, Diabetes Management), and phases represent the stages within that track (e.g., Intake, Active Care, Maintenance, Discharged).
Open the patient profile
Navigate to the Programs or Programs & Phases tab
You will see all programs the patient is currently enrolled in and their current phase within each program
In the patient profile, go to the Programs tab
Click + Enroll in Program
Select the program from the list
If the program has an initial phase, the patient will be placed in that phase automatically
Click Confirm
Phases can be changed manually or automatically via automations.
To change manually:
In the patient's Programs tab, click the current phase
Select the new phase from the dropdown
Confirm the phase change
The change will be logged with a timestamp and the name of the care team member who made the change.
To remove a patient from a program:
In the Programs tab, click the three dots (⋯) next to the program
Select Unenroll or Discharge
Confirm the action
Automations, assessments, and notifications can be triggered by program and phase. When a patient enters a new phase, configured automations may fire – sending reminders, assigning tasks, or generating assessments automatically.
For Designer-side configuration, see Programs and Phases (Designer).
Programs and Phases (Designer) – configuring programs and phases
Patients – managing your patient population
Automations – automations triggered by program phase changes
Create User Notifications – notifications on phase changes
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