Patient Programs and Phases

Overview

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).

Viewing a Patient's Programs and Phases

1. Open the patient profile
2. Navigate to the Programs or Programs & Phases tab
3. You will see all programs the patient is currently enrolled in and their current phase within each program

Enrolling a Patient in a Program

1. In the patient profile, go to the Programs tab
2. Click + Enroll in Program
3. Select the program from the list
4. If the program has an initial phase, the patient will be placed in that phase automatically
5. Click Confirm

Changing a Patient's Phase

Phases can be changed manually or automatically via automations.

To change manually:

1. In the patient's Programs tab, click the current phase
2. Select the new phase from the dropdown
3. Confirm the phase change

The change will be logged with a timestamp and the name of the care team member who made the change.

Discharging / Unenrolling a Patient

To remove a patient from a program:

1. In the Programs tab, click the three dots (⋯) next to the program
2. Select Unenroll or Discharge
3. Confirm the action

How Programs Drive Workflows

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).

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Related Topics

• 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