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:

• Name (first or last)

• Date of birth

• Phone number

• Email address

• Patient ID (MRN or internal ID)

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:

• Program enrollment

• Current phase

• Assigned care team member

• Patient status (active, inactive, discharged)

• Custom patient attributes

Creating a New Patient

1. Click the + New Patient or + Add Patient button

2. Fill in the required fields:

   • First Name and Last Name

   • Date of Birth

   • Contact information (phone and/or email)

3. Optionally add additional demographic information

4. Click Save to create the record

Duplicate Detection

Welkin checks for potential duplicate patients when you create a new record. If a patient with matching name and date of birth already exists, you will be shown the potential duplicate and asked to confirm whether to create a new record or use the existing one.

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)

You can switch between these views using the tabs or dropdown at the top of the Patients section.