Patient Profile
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The Patient Profile is the core record for each patient in Welkin. It contains all clinical, demographic, and operational information about the patient in one place.
Navigate to Patients in the left navigation
Search for or click on the patient's name to open their profile
The patient profile is organized into tabs and panels depending on your organization's configuration:
A summary view showing key patient details: name, contact information, assigned care team, current program and phase, and recent activity.
Full demographic information including date of birth, gender, address, emergency contacts, and any custom patient attributes configured by your organization.
A chronological list of all encounters (visits, calls, messages, assessments) for this patient. Click any encounter to view the details or complete outstanding work.
Completed and outstanding assessment forms for this patient. Forms are associated with programs and phases, and may be assigned automatically when a patient enters a new stage of care.
Uploaded documents, signed consents, and generated PDFs attached to the patient record.
The full communication history for this patient across all channels (email, SMS, chat, calls).
Active and completed tasks assigned to care team members for this patient.
The patient's enrollment in care programs and their current phase in each program.
To update demographic or contact information, see Editing Patient Information.
Patients – managing your patient population
Patient Profile Overview – profile sections
Editing Patient Information – updating patient data
Patient Care Teams – assigning care team members
Patient Programs and Phases – program enrollment
Encounters – patient interactions
Forms and Assessments – patient assessments
Data Views – structured patient data
Patient Data View – Designer configuration
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