The Patients section is the central hub for managing your patient population in Welkin. From here you can search for patients, view your panel, create new patient records, and take bulk actions.
Click Patients in the left navigation bar of the Care Portal. By default, you will see the My Patients view — the list of patients assigned to you or your care team.
My Patients — patients currently assigned to you
All Patients — your full patient population (access may be restricted by your role)
By Program — filter patients enrolled in a specific care program
By Phase — filter patients by their current phase within a program
Use the search bar in the upper right of the patient list to find patients. You can also use the filter dropdowns at the top to narrow results by:
Date of birth
Program
Phase
Region
Territory
Timezone
Care member
Note: the search bar will only return results within the currently applied filters.
To add a new patient record, see My Patients: Create and Search.
Select multiple patients using the checkboxes to perform bulk actions such as:
Update timezone
Add cadences
Update service areas
Assign or reassign care team members
For details on bulk operations, see My Patients and Bulk Edits/Actions.
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