Patient Care Teams

Overview

In Welkin, each patient can be assigned to one or more care team members. The care team is the group of users responsible for managing a patient's care, and it determines who has visibility into and access to the patient record.

Viewing a Patient's Care Team

1. Open the patient profile

2. The assigned care team is listed in the Patient Overview panel and in the Care Team tab

Care team members are shown with their name, role, and contact information.

Assigning Care Team Members

To add a care team member to a patient:

1. Open the patient profile

2. Navigate to the Care Team tab or section

3. Click + Add Care Team Member

4. Search for and select the user to add

5. Select their role on the care team (e.g., Primary Care Manager, Prescriber, Care Coordinator)

6. Click Save

Changing the Primary Care Team Member

To change who is the primary or lead care team member:

1. In the Care Team tab, find the current primary member

2. Click the role dropdown next to their name

3. Select Remove as Primary or reassign the primary role to another team member

Bulk Care Team Assignment

To assign a care team member to multiple patients at once, use the bulk edit feature.

How Care Team Affects Access

A user must be on a patient's care team (or have a role with organization-wide patient access) to view that patient's full record. Restricting patient access to care team members is a common security configuration.