Setting up your organization

Get a high-level setup path for a new Welkin environment, from roles and security to programs, assessments, automations, communications, and go-live testing.

This page gives a high-level overview of the steps to get your Welkin environment ready. Detailed instructions for each step live in their respective sections of this documentation, accessible from the left sidebar.

Setup overview

Setting up Welkin happens across three portals:

• Admin portal – Manage users, roles, security policies, and organization-wide settings

• Designer portal – Configure care programs, assessments, automations, CDTs, and workflows

• Care portal – Where care teams and administrators work with patients day-to-day

A typical implementation follows this sequence:

1. Configure user roles – Define what each type of user can see and do before inviting anyone. See Setting up Welkin Users.

2. Invite users – Add your team members and assign them roles. See Add, Delete, Modify Users.

3. Configure security policies – Set attribute-based access control rules for your data. See Security Policies.

4. Build care programs in Designer – Define the programs, phases, and care pathways your patients will follow. Use the left sidebar to navigate to the Designer section.

5. Build assessments and forms – Create the structured data collection tools your care teams will use. See Create an Assessment or Form Template.

6. Configure automations – Set up rules that trigger actions automatically based on patient data and events. See How to Create Automations.

7. Enable communications – Turn on SMS, email, and other communication channels. See How to Turn On Communication Methods.

8. Test end-to-end – Complete the First Patient Workflow Walkthrough to verify your configuration before going live.

Where to start

If you are brand new to Welkin, we recommend reading Key Concepts first to understand the platform's building blocks, then working through the setup steps above in order.

For hands-on implementation support, contact your Welkin Customer Success representative.