Brand Terminology Flexibility
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Welkin allows organizations to customize the names of core platform objects to match their own brand language and clinical terminology. Instead of showing generic labels like "Patient" or "Program", you can configure the platform to display your organization's preferred terms throughout the Care Portal.
The following objects support custom terminology:
Patient – rename to "Member", "Client", "Resident", or any term your organization uses
Program – rename to "Care Plan", "Pathway", "Track", etc.
Phase – rename to "Stage", "Step", "Level", etc.
Encounter – rename to "Visit", "Appointment", "Session", etc.
Assessment – rename to "Form", "Survey", "Questionnaire", etc.
Goal – rename to "Objective", "Target", etc.
In the Designer, navigate to Terminology or Brand Settings.
Locate the object you want to rename.
Enter the singular and plural forms of your preferred term.
Save and publish the changes.
The new terminology appears throughout the Care Portal UI, including navigation labels, headings, buttons, and notifications.
Terminology changes are display-only. They do not affect underlying data, API field names, or exports.
Custom terminology is applied consistently across all roles and views in the Care Portal.
If your organization uses the API, API field names (such as patient, program) remain unchanged regardless of display terminology.
Create a draft in the Designer and publish to apply terminology changes to the live Care Portal.
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