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.
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)
In the Designer, navigate to Notifications or User Notifications.
Click + Add Notification.
Select the trigger event – what action causes the notification (e.g., "Assessment Submitted", "Task Assigned", "Message Received").
Define the recipients – which roles or specific users receive the notification.
Choose the delivery channel – in-app, email, or both.
Optionally customize the notification message template.
Save and publish.
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
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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