Programs and Phases

Overview

Programs are structured care pathways that patients follow in Welkin. Each program contains one or more phases – defined stages representing where a patient is in their care journey. Programs and phases are configured in the Designer and drive patient workflows, assessments, automations, and reporting.

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Programs

A program represents a care pathway (e.g., "Diabetes Management", "Behavioral Health Onboarding"). Patients can be enrolled in one or more programs simultaneously.

Creating a Program

1. In the Designer, navigate to Programs.

2. Click + Add Program.

3. Enter a Name (used in conditions, automations, and reporting – names are case-sensitive).

4. Optionally add a Description.

5. Save and publish when ready.

Program Settings

• Multiple enrollment – by default, a patient can only be in a program once at a time. Re-enrollment behavior can be configured if your workflow requires it.

• Auto-enrollment – programs can be triggered automatically via Automations when a patient meets defined criteria.

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Phases

Phases are the stages within a program (e.g., "Intake", "Active Care", "Maintenance", "Discharged").

Creating Phases

1. Open a program in the Designer.

2. Under Phases, click + Add Phase.

3. Enter a Name for the phase (case-sensitive – must match exactly when used in conditions).

4. Set the phase order by arranging phases in the desired sequence.

Phase Transitions

Phase transitions can happen:

• Manually – a care team member changes the phase in the patient's profile.

• Automatically – via an Automation that triggers a phase change when conditions are met.

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Using Programs in Automations and Widgets

Programs and phases are commonly used as conditions in:

• Automations – trigger actions on phase entry/exit

• New Homepage Widgets – filter patients by current phase or program (see New Homepage Configuration)

• Assessments – associate assessments with programs so they appear at the right stage

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Publishing

After configuring programs and phases, create a draft in the Designer and publish to make changes available in the Care Portal.

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Related Topics

• Patient Programs and Phases – managing programs in Care

• How to Create Automations – automations triggered by program enrollment

• How to Associate Assessments with Programs – linking assessments to programs

• New Homepage Configuration – program/phase widgets on homepage