Sisense Change Requests

Welkin Health uses Sisense to power embedded analytics and reporting dashboards. If you need changes to your Sisense dashboards – such as new reports, modified metrics, or access changes – this page explains how to request them.

What is Sisense in Welkin?

Sisense provides the analytics layer for Welkin, enabling organizations to visualize patient population data, program outcomes, care team performance, and operational metrics. Dashboards are embedded within Welkin and can be customized for your organization.

Types of change requests

New dashboard or report

Request a new dashboard or report when you need to visualize data that isn't currently available. Examples:

• A program outcomes dashboard showing patient progress over time

• A care team utilization report showing encounters per clinician

• A patient satisfaction summary from assessment scores

Modifications to existing dashboards

Request changes to existing dashboards, such as:

• Adding or removing a metric or chart

• Changing the time period or date filter defaults

• Adding a new dimension or breakdown (e.g., by care team, by program, by geography)

• Adjusting visualizations (chart type, color coding, labels)

Access changes

Request changes to who can view or edit dashboards:

• Granting a new user or role access to specific dashboards

• Restricting a dashboard to a specific team or organizational unit

• Creating a shared view for executive reporting

How to submit a change request

Sisense change requests are submitted through the Welkin support process. Do not make direct changes to Sisense configurations without coordination with the Welkin team, as incorrect configurations can affect data integrity.

To submit a request

1. Navigate to Support Tickets and open a new ticket

2. Select Reporting / Analytics as the issue category

3. Provide the following in your ticket:

   • Request type – new dashboard, modification, or access change

   • Current state – describe what you have now (if modifying an existing dashboard)

   • Desired state – describe what you want the dashboard or report to show

   • Data source – which Welkin data fields or CDTs the report should use

   • Audience – who will use this dashboard and what decisions it will inform

   • Priority – standard (2–4 week timeline) or urgent (contact your CSM)

4. Attach mockups or examples if you have them

Timeline

Standard dashboard changes are typically completed within 2–4 weeks, depending on complexity. Complex new dashboards may take longer and may require a scoping call with the Welkin analytics team.

Best practices for requests

• Be specific about the metrics you want – for example, "% of patients with at least one encounter in the past 30 days" is more actionable than "patient engagement"

• Identify the data fields in Welkin that contain the information (CDT names, field names)

• Include filters you need – e.g., by date range, program, care team, or status

• Share examples from other tools if they illustrate the desired output

Viewing your current dashboards

To access your organization's current Sisense dashboards:

1. Log in to the Welkin Care portal

2. Navigate to Reports or Analytics in the left sidebar (availability depends on your permissions)

3. Select the dashboard you want to view

If you don't see a Reports section, you may not have analytics access. Contact your Welkin administrator to request access.