Configure Help Section

Overview

The Help section in the Care Portal provides care team members with quick access to resources, documentation links, and support contacts. You can configure the content of the Help section in the Designer to reflect your organization's specific resources and support workflows.

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Accessing Help Section Configuration

1. In the Designer, navigate to Help Section or Configure Help.

2. Create a draft to begin editing.

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What You Can Configure

The Help section can include:

• Custom links – links to internal documentation, training materials, or external resources

• Support contact information – email addresses, phone numbers, or ticketing system links for your internal help desk or Welkin support

• Descriptive text – free-text descriptions to help users understand available resources

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Adding a Help Link

1. Click + Add Link in the Help Section configuration.

2. Enter a Label – the text that appears in the Care Portal (e.g., "Submit a Support Ticket").

3. Enter the URL for the link.

4. Optionally add a description.

5. Set the display order if multiple links are configured.

6. Save and publish.

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Publishing

Create a draft and publish to make help section changes visible to care team members in the Care Portal.

For an overview of how the Help section appears in Care, see Help Section.