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Create User Notifications

Overview

User notifications alert care team members about events that require their attention – such as a new message from a patient, a completed assessment, or a task assignment. Notification rules are configured in the Designer and delivered through the Care Portal's notification system.


Types of Notifications

Welkin supports several notification delivery mechanisms:

  • In-app notifications – appear in the Care Portal notification bell

  • Email notifications – sent to the user's email address

  • Push notifications – sent to mobile devices (if enabled)


Configuring Notifications in the Designer

  1. In the Designer, navigate to Notifications or User Notifications.

  2. Click + Add Notification.

  3. Select the trigger event – what action causes the notification (e.g., "Assessment Submitted", "Task Assigned", "Message Received").

  4. Define the recipients – which roles or specific users receive the notification.

  5. Choose the delivery channel – in-app, email, or both.

  6. Optionally customize the notification message template.

  7. Save and publish.


Notification Triggers

Common trigger events include:

  • Patient message received (SMS, email, chat)

  • Assessment submitted or completed

  • Task created or assigned to user

  • Task due date approaching

  • Patient enrolled in a program

  • Phase transition completed


Publishing

Create a draft in the Designer and publish to activate notification rules.

For turning on system-level communication notifications, see Turning On Notifications for Communications.

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