For the complete documentation index, see llms.txt. This page is also available as Markdown.

Help Section

Overview

The Help section is a configurable area within the Care Portal that gives care team members quick access to support resources, documentation, and contact information. It is configured in the Designer and is available to all users with Care Portal access.


Accessing the Help Section

The Help section is accessible from the Care Portal navigation, typically from a help icon or dedicated menu item.


What the Help Section Contains

Depending on your organization's configuration, the Help section may include:

  • Links to internal training materials or SOPs

  • Links to Welkin's documentation

  • Contact information for your internal help desk

  • Links to submit support tickets

  • Any other resources your organization has configured


Configuring the Help Section

The Help section content is managed in the Designer. See Configure Help Section for setup instructions.


Notes

  • The Help section is visible to all Care Portal users – it is not role-restricted by default.

  • If you need role-specific help content, contact your Welkin CSM for options.

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