Patients

Overview

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.

Accessing the Patients Section

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.

Patient List Views

• 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

Searching for Patients

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.

Creating a New Patient

To add a new patient record, see My Patients: Create and Search.

Bulk Actions

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.