My Patients: Create and Search

Overview

The My Patients view provides your personalized patient list and tools for finding and creating patient records in Welkin.

Searching for Patients

Quick Search

Use the search bar at the top of the Patients section to find patients by:

• First Name + Middle Name + Last Name
• Phone
• Secondary Phone
• Email
• Secondary Email
• MRN
• NRIC
• Access Code

Results appear as you type. Click a result to open the patient profile.

Advanced Filters

Use the Filter panel to narrow your patient list by:

• DOB
• Program
• Phase
• Region
• Territory
• Timezone
• Care Member

The Phase filter becomes active after you select a Program.

Creating a New Patient

1. Click the Create button
2. Fill in the required fields:

• First Name and Last Name
• Any other fields configured as required in Designer

1. Optionally add additional demographic information
2. Click Create to add the new patient

My Patients vs. All Patients

• My Patients shows only patients directly assigned to you or your care team
• All Patients shows the full patient population (subject to role permissions)

To switch between these views, use the Care Member filter: with your user selected, you see My Patients; remove your user from the filter to see All Patients.