For the complete documentation index, see llms.txt. This page is also available as Markdown.
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.
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
In the Designer, navigate to Programs.
Click + Add Program.
Enter a Name (used in conditions, automations, and reporting – names are case-sensitive).
Optionally add a Description.
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.
Phases
Phases are the stages within a program (e.g., "Intake", "Active Care", "Maintenance", "Discharged").
Creating Phases
Open a program in the Designer.
Under Phases, click + Add Phase.
Enter a Name for the phase (case-sensitive – must match exactly when used in conditions).
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.
Using Programs in Automations and Widgets
Programs and phases are commonly used as conditions in:
