# Knowledge Base ## Welcome and Getting Started - [Welkin Health Knowledge Base](https://docs.welkinhealth.com/readme.md): Official Welkin Health documentation for care teams, administrators, implementation teams, and developers. - [Welcome](https://docs.welkinhealth.com/welcome.md) - [What is Welkin Health?](https://docs.welkinhealth.com/welcome/what-is-welkin.md): Learn what Welkin Health is, the care management problems it solves, and the core workflows it supports for healthcare organizations. - [Who is this documentation for?](https://docs.welkinhealth.com/welcome/who-is-this-for.md): Find the Welkin documentation paths most relevant to your role, including care teams, administrators, implementation teams, developers, and program leaders. - [How to navigate this guide](https://docs.welkinhealth.com/welcome/how-to-navigate.md): Learn how the Welkin documentation is organized, where to start based on your needs, and how to find setup, usage, and reference content quickly. - [Glossary of terms](https://docs.welkinhealth.com/welcome/glossary.md): Look up definitions for core Welkin platform terms used across the documentation, including care workflows, data structures, roles, and system concepts. - [Getting Started](https://docs.welkinhealth.com/getting-started/getting-started.md): Follow the core Welkin setup path, from initial organization configuration and user access to key concepts and a first patient workflow. - [Setting up your organization](https://docs.welkinhealth.com/getting-started/setting-up-organization.md): Get a high-level setup path for a new Welkin environment, from roles and security to programs, assessments, automations, communications, and go-live testing. - [Inviting users and defining roles](https://docs.welkinhealth.com/getting-started/inviting-users-and-roles.md): Understand how Welkin user access works, define role structures, and invite team members with the right permissions, regions, and portal access. - [First patient workflow walkthrough](https://docs.welkinhealth.com/getting-started/first-patient-workflow.md): Walk through a complete Welkin patient workflow, from record creation and program enrollment to assessments, encounters, communications, and timeline review. - [Key concepts](https://docs.welkinhealth.com/getting-started/key-concepts.md): Learn the core Welkin concepts that shape day-to-day workflows, including patients, programs, care teams, encounters, and assessments. ## Care - [Care Portal Overview](https://docs.welkinhealth.com/care/readme.md): Overview of the Care Portal workspace, including navigation, core workflows, and key sections. - [Logging into Care](https://docs.welkinhealth.com/care/getting-started/logging-in.md) - [Roles](https://docs.welkinhealth.com/care/getting-started/roles.md) - [How to Create and Configure Roles](https://docs.welkinhealth.com/care/getting-started/how-to-create-roles.md) - [User Profile](https://docs.welkinhealth.com/care/getting-started/user-profile.md) - [Notifications and Alerts](https://docs.welkinhealth.com/care/getting-started/notifications-and-alerts.md) - [Home Page Features & Functionality](https://docs.welkinhealth.com/care/getting-started/home-page-features-functionality-highlights.md) - [New Homepage](https://docs.welkinhealth.com/care/getting-started/new-homepage.md) - [Insights](https://docs.welkinhealth.com/care/getting-started/insights.md) - [Calendar](https://docs.welkinhealth.com/care/calendar/calendar.md) - [Working Hours and Encounter Availability](https://docs.welkinhealth.com/care/calendar/calendar-setting-up-working-hours.md) - [Patients](https://docs.welkinhealth.com/care/patients/patients.md) - [Patient Profile](https://docs.welkinhealth.com/care/patients/patient-profile.md) - [Patient Profile Overview](https://docs.welkinhealth.com/care/patients/patient-profile-overview.md) - [Editing Patient Information](https://docs.welkinhealth.com/care/patients/editing-patient-information.md) - [My Patients: Create and Search](https://docs.welkinhealth.com/care/patients/patient-creation-and-search.md) - [My Patients and Bulk Edits/Actions](https://docs.welkinhealth.com/care/patients/care-my-patients-and-bulk-edits-actions.md) - [Patient Care Teams](https://docs.welkinhealth.com/care/patients/patient-care-teams.md) - [Patient Programs and Phases](https://docs.welkinhealth.com/care/patients/care-programs-and-phases.md) - [Goals](https://docs.welkinhealth.com/care/patients/goals.md) - [Tasks](https://docs.welkinhealth.com/care/tasks/tasks.md) - [Forms and Assessments](https://docs.welkinhealth.com/care/forms-and-assessments/forms-and-assessments.md) - [Creating Forms and Assessments](https://docs.welkinhealth.com/care/forms-and-assessments/creating-forms-and-assessments.md) - [Charts and Graphs](https://docs.welkinhealth.com/care/forms-and-assessments/charts-and-graphs.md) - [Document Management](https://docs.welkinhealth.com/care/documents/documentmanagement.md) - [Upload Documents](https://docs.welkinhealth.com/care/documents/upload-documents.md) - [Data Views](https://docs.welkinhealth.com/care/documents/data-views.md) - [Encounters Overview](https://docs.welkinhealth.com/care/encounters/feature-overview-encounters.md) - [Encounters](https://docs.welkinhealth.com/care/encounters/encounters.md) - [Create, Modify, Complete Encounters](https://docs.welkinhealth.com/care/encounters/encounters-create-modify-complete.md) - [Draft Mode and Finalizing Notes](https://docs.welkinhealth.com/care/encounters/encounters-draft-mode-and-finalizing-notes-assessments.md) - [Encounters in the Patient Profile](https://docs.welkinhealth.com/care/encounters/encounters-in-the-patient-profile.md) - [Communication Center](https://docs.welkinhealth.com/care/communication/communication-center.md) - [Inbox](https://docs.welkinhealth.com/care/communication/inbox.md) - [Phone Channel](https://docs.welkinhealth.com/care/communication/inbox/inbox-phone-channel.md) - [Internal Notes](https://docs.welkinhealth.com/care/communication/inbox/inbox-internal-notes.md) - [@Mentions](https://docs.welkinhealth.com/care/communication/inbox/inbox-mentions.md) - [Deleting Records](https://docs.welkinhealth.com/care/communication/inbox/inbox-delete-records.md) - [Fax](https://docs.welkinhealth.com/care/communication/fax.md) - [Manage Unrecognized Communication](https://docs.welkinhealth.com/care/communication/manage-unrecognized-communication.md) - [Communication Templates](https://docs.welkinhealth.com/care/communication/communication-templates.md) - [Calls](https://docs.welkinhealth.com/care/communication/communication-center-calls.md) - [Chat](https://docs.welkinhealth.com/care/communication/chat.md) - [SMS](https://docs.welkinhealth.com/care/communication/communication-center-sms.md) - [Email](https://docs.welkinhealth.com/care/communication/email-functionality.md) - [Payments & Invoices](https://docs.welkinhealth.com/care/billing/payments-and-invoices.md) - [Pre-Authorization](https://docs.welkinhealth.com/care/billing/pre-authorization.md) ## Designer - [Designer Overview](https://docs.welkinhealth.com/designer/readme.md): Overview of Welkin Designer, the no-code configuration environment for programs, profiles, forms, automations, navigation, security, and other Care portal settings. - [Change Summary and Version History](https://docs.welkinhealth.com/designer/version-and-configuration/change-summary-and-version-history.md) - [Multi-User Collaboration in Designer](https://docs.welkinhealth.com/designer/version-and-configuration/multi-user-collaboration-in-designer.md) - [Export Designer Configuration](https://docs.welkinhealth.com/designer/version-and-configuration/export-designer-configuration.md) - [How to Create Automations](https://docs.welkinhealth.com/designer/automations/designer-how-to-create-automations.md) - [Create Advanced Automations](https://docs.welkinhealth.com/designer/automations/create-advanced-automations.md) - [Create Automated Appointment Reminders](https://docs.welkinhealth.com/designer/automations/create-automated-appointment-reminders.md) - [Automated Notifications](https://docs.welkinhealth.com/designer/automations/automated-notifications.md) - [Automations that Trigger Outbound Communications](https://docs.welkinhealth.com/designer/automations/automations-that-trigger-outbound-communications.md) - [Programs and Phases](https://docs.welkinhealth.com/designer/programs-and-profiles/programs-and-phases.md) - [Designer Profiles Overview](https://docs.welkinhealth.com/designer/programs-and-profiles/designer-profiles-overview.md) - [Patient Data View](https://docs.welkinhealth.com/designer/programs-and-profiles/patient-data-view.md) - [Enable Patient Delete](https://docs.welkinhealth.com/designer/programs-and-profiles/designer-enable-patient-delete.md) - [How to Create Navigation Layouts](https://docs.welkinhealth.com/designer/navigation-and-layout/how-to-create-navigation-layouts.md) - [Customize Action Bar](https://docs.welkinhealth.com/designer/navigation-and-layout/customize-action-bar.md) - [Custom Data Types](https://docs.welkinhealth.com/designer/custom-data-types/custom-data-types.md) - [CDT Designer](https://docs.welkinhealth.com/designer/custom-data-types/custom-data-types-cdt-designer.md) - [CDT Configuration](https://docs.welkinhealth.com/designer/custom-data-types/cdt-configuration.md) - [Create Formulaic CDT Fields](https://docs.welkinhealth.com/designer/custom-data-types/create-formulaic-custom-data-type-fields.md) - [Custom Field Types](https://docs.welkinhealth.com/designer/custom-data-types/custom-field-types.md) - [Configure Document Types](https://docs.welkinhealth.com/designer/documents-and-assessments/document-types-how-to-configure.md) - [Add Conditionality to Assessments](https://docs.welkinhealth.com/designer/documents-and-assessments/how-to-add-conditionality-to-assessments.md) - [Question Groups in Assessments](https://docs.welkinhealth.com/designer/documents-and-assessments/question-groups-in-assessments.md) - [Visual Components](https://docs.welkinhealth.com/designer/documents-and-assessments/visual-components.md) - [Visual Components Dependencies](https://docs.welkinhealth.com/designer/documents-and-assessments/visual-components-dependencies.md) - [Filtering Message Template Variables](https://docs.welkinhealth.com/designer/documents-and-assessments/filtering-message-template-variables.md) - [Filtering with Message Template Variables](https://docs.welkinhealth.com/designer/documents-and-assessments/filtering-with-message-template-variables.md) - [Create an Assessment or Form Template](https://docs.welkinhealth.com/designer/documents-and-assessments/how-to-create-an-assessment-or-form-template.md) - [Associate Assessments with Programs](https://docs.welkinhealth.com/designer/documents-and-assessments/how-to-associate-assessments-with-programs.md) - [Add Assessments to a Template](https://docs.welkinhealth.com/designer/documents-and-assessments/how-to-add-assessments-to-a-template.md) - [Configure Scored Assessments](https://docs.welkinhealth.com/designer/documents-and-assessments/designer-how-to-configure-scored-assessments.md) - [Create PDFs from Forms/Assessments](https://docs.welkinhealth.com/designer/documents-and-assessments/create-pdfs-from-forms-assessments.md) - [Create PFA Folders](https://docs.welkinhealth.com/designer/documents-and-assessments/create-pfa-folders.md) - [Forms Conditional Logic](https://docs.welkinhealth.com/designer/documents-and-assessments/forms-conditional-logic.md) - [eSignature Configuration (Native)](https://docs.welkinhealth.com/designer/documents-and-assessments/esignature-configuration.md) - [How to Configure Charts and Graphs](https://docs.welkinhealth.com/designer/charts-and-graphs/charts-graphs-how-to-configure.md) - [Filter, Change Date, and Data Points](https://docs.welkinhealth.com/designer/charts-and-graphs/charts-graphs-filter-change-date-and-by-data-point.md) - [Configuring Security Policies](https://docs.welkinhealth.com/designer/security/configuring-security-policies.md) - [Setup Security Policies](https://docs.welkinhealth.com/designer/security/setup-security-policies.md) - [Security Policy Detail](https://docs.welkinhealth.com/designer/security/security-policy-detail.md) - [Defining Regions and Territories](https://docs.welkinhealth.com/designer/security/defining-regions-and-territories.md) - [Task Management](https://docs.welkinhealth.com/designer/tasks/task-management-designer.md) - [Create Tasks](https://docs.welkinhealth.com/designer/tasks/create-tasks.md) - [Webhooks](https://docs.welkinhealth.com/designer/webhooks/webhooks.md) - [How to Create Webhooks](https://docs.welkinhealth.com/designer/webhooks/how-to-create-webhooks.md) - [Encounters and Dependencies](https://docs.welkinhealth.com/designer/notifications-and-communications/encounters-and-dependencies.md) - [Create User Notifications](https://docs.welkinhealth.com/designer/notifications-and-communications/create-user-notifications.md) - [Turning On Notifications for Communications](https://docs.welkinhealth.com/designer/notifications-and-communications/turning-on-notifications-for-communications.md) - [SMS Opt-Out](https://docs.welkinhealth.com/designer/notifications-and-communications/sms-opt-out.md) - [Configure Phone Names](https://docs.welkinhealth.com/designer/notifications-and-communications/configure-phone-names.md) - [Fax Templates](https://docs.welkinhealth.com/designer/communication/fax-templates.md) - [Welkin Naming Conventions Dictionary](https://docs.welkinhealth.com/designer/terminology-and-help/welkin-naming-conventions-dictionary.md) - [Brand Terminology Flexibility](https://docs.welkinhealth.com/designer/terminology-and-help/brand-terminology-flexibility.md) - [Help Section](https://docs.welkinhealth.com/designer/terminology-and-help/help-section.md) - [Configure Help Section](https://docs.welkinhealth.com/designer/terminology-and-help/configure-help-section.md) - [New Homepage Configuration](https://docs.welkinhealth.com/designer/homepage-configuration/new-homepage-designer.md) ## Admin - [Admin Portal Overview](https://docs.welkinhealth.com/admin/admin.md): Overview of the Welkin Admin Portal for environment management, user management, security settings, audit logs, API clients, integrations, and homepage setup. - [Environments](https://docs.welkinhealth.com/admin/environments/environments.md) - [Setting up Welkin Users](https://docs.welkinhealth.com/admin/users/users.md) - [Add, Delete, Modify Users](https://docs.welkinhealth.com/admin/users/add-new-users.md) - [Provide Access to Users](https://docs.welkinhealth.com/admin/users/provide-access-to-users.md) - [Granting Designer Access](https://docs.welkinhealth.com/admin/users/designer-user-access.md) - [Reset User Passwords](https://docs.welkinhealth.com/admin/users/reset-user-passwords.md) - [Changing User's Email](https://docs.welkinhealth.com/admin/users/changing-users-email.md) - [Assigning Seats and Licenses](https://docs.welkinhealth.com/admin/users/assign-seats-and-licenses-to-new-users.md) - [User Announcements](https://docs.welkinhealth.com/admin/users/announcements.md) - [Custom User Attributes](https://docs.welkinhealth.com/admin/users/custom-user-attributes.md) - [Dictionaries](https://docs.welkinhealth.com/admin/dictionaries/dictionaries.md) - [Configuring Two-Factor Authentication](https://docs.welkinhealth.com/admin/security/configuring-two-factor-authentication.md) - [Security Policies](https://docs.welkinhealth.com/admin/security/security-policies.md) - [Security Audit](https://docs.welkinhealth.com/admin/security/security-audit.md) - [Data Audit](https://docs.welkinhealth.com/admin/security/read-or-audit-data.md) - [Phone Tree Audit](https://docs.welkinhealth.com/admin/security/admin-phone-tree.md) - [Automation Audit](https://docs.welkinhealth.com/admin/security/automation-audit.md) - [Postponed Tasks](https://docs.welkinhealth.com/admin/security/postponed-tasks.md) - [Provisioning API Client](https://docs.welkinhealth.com/admin/apis-and-integrations/provisioning-api-client.md) - [User Provisioning: API](https://docs.welkinhealth.com/admin/apis-and-integrations/user-provisioning-api.md) - [How to Turn On Communication Methods](https://docs.welkinhealth.com/admin/apis-and-integrations/communication-center-how-to-turn-on-your-communication-methods.md) - [Webhooks (Admin)](https://docs.welkinhealth.com/admin/apis-and-integrations/admin-webhooks.md) - [Fax](https://docs.welkinhealth.com/admin/apis-and-integrations/fax.md) - [New Homepage Setup](https://docs.welkinhealth.com/admin/homepage/new-homepage-setup.md) ## Partners Integrations - [Partner Integrations](https://docs.welkinhealth.com/integrations/readme.md): Browse Welkin's pre-built partner integrations by category, with setup guides and support resources for clinical, administrative, scheduling, messaging, billing, analytics, and SSO workflows. - [Acuity Settings](https://docs.welkinhealth.com/integrations/acuity/acuity-settings.md) - [DrFirst Implementation Checklist](https://docs.welkinhealth.com/integrations/drfirst-erx/dr-first-implementation-checklist.md) - [DrFirst eRx Overview](https://docs.welkinhealth.com/integrations/drfirst-erx/drfirst-erx-overview.md) - [eRx Setup and Configuration](https://docs.welkinhealth.com/integrations/drfirst-erx/erx-setup-and-configuration.md) - [eRx IDP Quick Tips](https://docs.welkinhealth.com/integrations/drfirst-erx/erx-idp-quick-tips.md) - [eRx Tokens](https://docs.welkinhealth.com/integrations/drfirst-erx/erx-tokens.md) - [Completing the EPCS Invitation](https://docs.welkinhealth.com/integrations/drfirst-erx/erx-completing-the-epcs-invitation-and-logistical-access-control.md) - [Reset EPCS Passphrase](https://docs.welkinhealth.com/integrations/drfirst-erx/erx-how-to-reset-the-epcs-passphrase.md) - [Rcopia: Prescribe Medications](https://docs.welkinhealth.com/integrations/drfirst-erx/erx-rcopia-prescribe-medications.md) - [eRx Reporting](https://docs.welkinhealth.com/integrations/drfirst-erx/erx-reporting.md) - [Labs: Health Gorilla Overview](https://docs.welkinhealth.com/integrations/labs-health-gorilla/labs-health-gorilla.md) - [Labs Setup and Configuration](https://docs.welkinhealth.com/integrations/labs-health-gorilla/labs-setup-and-configuration.md) - [Creating Lab Orders in Health Gorilla](https://docs.welkinhealth.com/integrations/labs-health-gorilla/creating-lab-orders-in-health-gorilla.md) - [Creating Quick Lab Orders](https://docs.welkinhealth.com/integrations/labs-health-gorilla/health-gorilla-creating-quick-lab-orders.md) - [DocuSign Implementation Checklist](https://docs.welkinhealth.com/integrations/docusign/docusign-implementation-checklist.md) - [DocuSign Authorization](https://docs.welkinhealth.com/integrations/docusign/docusign-authorization.md) - [DocuSign Setup (Admin)](https://docs.welkinhealth.com/integrations/docusign/docusign-setup-admin.md) - [DocuSign Setup (Designer)](https://docs.welkinhealth.com/integrations/docusign/docusign-setup-designer.md) - [DocuSign Overview (Care)](https://docs.welkinhealth.com/integrations/docusign/docusign-overview-care.md) - [DocuSign Overview (Designer)](https://docs.welkinhealth.com/integrations/docusign/docusign-overview-designer.md) - [DocuSign Creating Templates](https://docs.welkinhealth.com/integrations/docusign/docusign-creating-templates.md) - [DocuSign Go-Live Process](https://docs.welkinhealth.com/integrations/docusign/docusign-go-live-process.md) - [Configure eSignature](https://docs.welkinhealth.com/integrations/docusign/how-to-configure-esignature.md) - [Zoom for Healthcare](https://docs.welkinhealth.com/integrations/zoom-for-healthcare/zoom-for-healthcare.md) - [Zoom: Telehealth in Designer](https://docs.welkinhealth.com/integrations/zoom-for-healthcare/zoom-how-to-use-telehealth-in-designer.md) - [Zoom ID](https://docs.welkinhealth.com/integrations/zoom-for-healthcare/zoom-id.md) - [Zoom Waiting Rooms](https://docs.welkinhealth.com/integrations/zoom-for-healthcare/zoom-waiting-rooms.md) - [Sisense Change Requests](https://docs.welkinhealth.com/integrations/analytics-sisense/sisense-change-requests.md) - [Paubox Setup and Functionality](https://docs.welkinhealth.com/integrations/messaging/paubox-setup-and-functionality.md) - [HIN Secure Email](https://docs.welkinhealth.com/integrations/messaging/hin-secure-email.md) - [Google Calendar Integration](https://docs.welkinhealth.com/integrations/calendar/google-calendar-integration.md) - [Calendar Synchronization App](https://docs.welkinhealth.com/integrations/calendar/calendar-synchronization-app.md) - [Stripe Setup and Configuration](https://docs.welkinhealth.com/integrations/payments-stripe/stripe-setup-and-configuration.md) - [Candid Setup and Configuration](https://docs.welkinhealth.com/integrations/billing-candid/candid-setup-and-configuration.md) - [Candid Integration Required Fields](https://docs.welkinhealth.com/integrations/billing-candid/candid-integration-required-fields.md) - [Phone Tree](https://docs.welkinhealth.com/integrations/phone-and-sms/designer-phone-tree.md) - [Twilio A2P](https://docs.welkinhealth.com/integrations/phone-and-sms/twilio-a2p.md) - [Fax Setup and Configuration](https://docs.welkinhealth.com/integrations/phone-and-sms/efax-setup-and-configuration.md) - [General SSO Setup](https://docs.welkinhealth.com/integrations/single-sign-on/general-sso-setup.md) - [Google SSO Setup](https://docs.welkinhealth.com/integrations/single-sign-on/google-sso-setup.md) - [OneLogin Setup and Configuration](https://docs.welkinhealth.com/integrations/single-sign-on/onelogin-setup-and-configuration.md) - [Integration Support](https://docs.welkinhealth.com/integrations/support/integration-support.md) ## Developer Guide - [Developer & Integration Guide](https://docs.welkinhealth.com/developer-and-integration-guide/readme.md): Welkin Health REST API documentation — authenticate, manage patients, send communications, and integrate with the Welkin platform. - [Authentication](https://docs.welkinhealth.com/developer-and-integration-guide/getting-started/authentication.md): Obtain a Bearer token using your API client credentials. - [Core Concepts](https://docs.welkinhealth.com/developer-and-integration-guide/getting-started/core-concepts.md) - [Base URL & Environments](https://docs.welkinhealth.com/developer-and-integration-guide/getting-started/base-url-and-environments.md) - [Patients](https://docs.welkinhealth.com/developer-and-integration-guide/api-reference/patients.md) - [CDT Formation](https://docs.welkinhealth.com/developer-and-integration-guide/api-reference/cdt-formation.md): Read Custom Data Type (CDT) schema definitions configured in Welkin Designer. - [Custom Data Types (CDT)](https://docs.welkinhealth.com/developer-and-integration-guide/api-reference/custom-data-types.md): Create, read, update, and delete Custom Data Type (CDT) record instances. - [Profile Formation](https://docs.welkinhealth.com/developer-and-integration-guide/api-reference/profile-formation.md): Read Profile Data Type (PDT) schema definitions. - [Profile Records](https://docs.welkinhealth.com/developer-and-integration-guide/api-reference/profile-records.md): Create, read, update, and delete patient profile data records. - [Contacts](https://docs.welkinhealth.com/developer-and-integration-guide/api-reference/contacts.md): Manage contacts associated with patients, such as family members and caregivers. - [Encounters](https://docs.welkinhealth.com/developer-and-integration-guide/api-reference/encounters.md) - [Users](https://docs.welkinhealth.com/developer-and-integration-guide/api-reference/users.md): Manage care team users, territories, regions, and security policies. - [Assessment Formation](https://docs.welkinhealth.com/developer-and-integration-guide/api-reference/assessment-formation.md): Read assessment schema definitions configured in Welkin Designer. - [Assessment Records](https://docs.welkinhealth.com/developer-and-integration-guide/api-reference/assessment-records.md): Create and manage patient assessment responses. - [Calls](https://docs.welkinhealth.com/developer-and-integration-guide/api-reference/calls.md): Access voice call records and download call recordings. - [SMS](https://docs.welkinhealth.com/developer-and-integration-guide/api-reference/sms.md): Access SMS message records and attachments for patients. - [Email](https://docs.welkinhealth.com/developer-and-integration-guide/api-reference/email.md): Access email records, drafts, and attachments for patients. - [Fax](https://docs.welkinhealth.com/developer-and-integration-guide/api-reference/fax.md): Send and receive faxes, manage fax drafts, and assign faxes to patient records. - [Chat / History](https://docs.welkinhealth.com/developer-and-integration-guide/api-reference/chat-history.md): Send and retrieve in-app chat messages between patients and care teams. - [Care Plan](https://docs.welkinhealth.com/developer-and-integration-guide/api-reference/care-plan.md): Read patient care plans and associated goals. - [Calendar](https://docs.welkinhealth.com/developer-and-integration-guide/api-reference/calendar.md): Manage calendar events, working hours, and appointment schedules. - [Programs](https://docs.welkinhealth.com/developer-and-integration-guide/api-reference/programs.md): Read program definitions and manage patient program enrollment. - [Task Management](https://docs.welkinhealth.com/developer-and-integration-guide/api-reference/task-management.md) - [Patient Programs](https://docs.welkinhealth.com/developer-and-integration-guide/api-reference/patient-programs.md): Enroll patients in programs and manage their phase progression. - [Dictionaries](https://docs.welkinhealth.com/developer-and-integration-guide/api-reference/dictionaries.md) - [Audit](https://docs.welkinhealth.com/developer-and-integration-guide/api-reference/audit.md) - [Export](https://docs.welkinhealth.com/developer-and-integration-guide/api-reference/export.md): Bulk export records across all major resource types using the Export API. - [Document Types](https://docs.welkinhealth.com/developer-and-integration-guide/api-reference/document-types.md) - [Documents](https://docs.welkinhealth.com/developer-and-integration-guide/api-reference/documents.md) - [Unrecognized Calls](https://docs.welkinhealth.com/developer-and-integration-guide/api-reference/unrecognized-calls.md) - [Unrecognized SMS](https://docs.welkinhealth.com/developer-and-integration-guide/api-reference/unrecognized-sms.md) - [Unrecognized Emails](https://docs.welkinhealth.com/developer-and-integration-guide/api-reference/unrecognized-emails.md) - [Payments & Subscriptions](https://docs.welkinhealth.com/developer-and-integration-guide/api-reference/payments.md) - [Invoices](https://docs.welkinhealth.com/developer-and-integration-guide/api-reference/invoices.md): Retrieve patient invoice records by patient, encounter, or invoice ID. - [Communication API](https://docs.welkinhealth.com/developer-and-integration-guide/api-reference/communication-api.md) - [Messaging Templates](https://docs.welkinhealth.com/developer-and-integration-guide/api-reference/messaging-templates.md) ## Product Updates - [Welkin Health — Release Notes](https://docs.welkinhealth.com/release-notes/readme.md) - [2026 Changelog](https://docs.welkinhealth.com/release-notes/changelog.md) - [2025 Changelog](https://docs.welkinhealth.com/release-notes/changelog-2025.md) - [2024 Changelog](https://docs.welkinhealth.com/release-notes/changelog-2024.md) ## Help Center - [Help Center](https://docs.welkinhealth.com/help-center/readme.md) ## Support - [Welkin Support](https://docs.welkinhealth.com/support/readme.md): Start here for Welkin support. Find the right request channel, access Jira Service Management, and review support plans and SLAs. - [Support Plans & SLAs](https://docs.welkinhealth.com/support/about-support/support-overview.md): Welkin Health offers two support tiers – Standard and Enterprise. Your plan is defined in your contract and determines response time SLAs and included services. - [Support Tickets](https://docs.welkinhealth.com/support/submit-a-request/support-tickets.md) - [Work Requests & Licenses](https://docs.welkinhealth.com/support/submit-a-request/jsm-work-requests.md): Use the Welkin JSM portal for operational requests – adding users, requesting additional licenses, or changes that require Welkin team involvement. - [Product Feature Requests](https://docs.welkinhealth.com/support/submit-a-request/product-feature-request.md) - [Reset Password](https://docs.welkinhealth.com/support/self-service/reset-password.md) - [Status Page](https://docs.welkinhealth.com/support/self-service/status-page.md): Check current Welkin system status, incidents, scheduled maintenance, and uptime history. - [Troubleshoot Browser Cache](https://docs.welkinhealth.com/support/self-service/troubleshoot-browser-cache-chrome-safari.md): Clear browser cache in Chrome or Safari on desktop and mobile to fix display issues, stale pages, and unresponsive buttons in Welkin. - [Welkin System Maintenance Recommendations](https://docs.welkinhealth.com/support/self-service/welkin-system-maintenance-recommendations.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on a page URL with the `ask` query parameter: ``` GET https://docs.welkinhealth.com/readme.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.