Changelog — 2026
This page lists all Welkin platform releases for 2026, newest first. For earlier releases see the 2025 Changelog.
Version 2026.79.0
New Features
FT-2644 — Welkin AI Assistant
Welkin AI Assistant is a productivity companion built directly into the Care Portal, designed to help care teams spend more time on patients. Through a natural-language conversation, the assistant summarizes patient context, answers targeted questions about a patient's history, drafts recap notes and messages, and helps care team members prepare for a call or encounter — all without leaving the patient chart.
The assistant is integrated with Welkin data and can search and reason across a patient's CDTs, Assessments, Encounters, Programs, and Communications. It is read-only — it never makes clinical decisions and never modifies patient data. Every conversation is scoped to the patient whose chart is currently open; the assistant has no visibility into any other patient's data.
Chat history is saved per user, so team members can return to any previous conversation at any time, delete individual chats, or start a new one without losing context between sessions.
Audio transcription is available inside the assistant, allowing care team members to capture voice input — such as dictating a visit summary or recording a quick note during a call — and transcribe it into text for use in the conversation, saving it back into the patient record, or handing it off to another workflow.
The assistant surface is a resizable drawer within the Care Portal. Welkin AI Assistant supports both OpenAI and Anthropic as underlying model providers; administrators can configure the provider and related settings on the AI configuration page in the Admin Portal.
FT-2871 — Shared Inboxes
Administrators can now create and manage Shared Inboxes in the Admin Portal, enabling organizations to use shared email addresses (for example, billing@customer.com) as team communication channels within the Inbox. Care team members can send and receive messages from a shared mailbox alongside their personal communications.
Shared Inboxes are managed under the Shared Inbox tab in the Admin Portal. Each mailbox has a name, email address, optional description, and a color used as a visual identifier in the Care Portal. Mailboxes can be activated or deactivated after creation.
Two configuration options are available per mailbox:
Signature — A configurable signature added automatically to every reply sent from the mailbox.
Assign on first reply — When enabled, the conversation is automatically assigned to the first team member who replies, providing lightweight ownership distribution without a dedicated triage step.
FT-3076 — Initiate New Conversations from the Inbox
Care team members can now start brand-new outbound conversations from the Inbox, removing the need to switch to the Communication Center for outbound-first messaging. A + New entry point has been added to the Inbox navigation. Selecting it opens a New Conversation panel with a channel picker for Chat, SMS, or Email:
Email — Specify the recipient and subject, then compose and send. A new conversation is created in the Inbox.
SMS — Specify the recipient and select the outbound line. If a conversation with that patient already exists, the user is transferred into it after sending; otherwise a new conversation is created.
Chat — Select the recipient. If a previous conversation exists, the user is transferred into it; otherwise a new chat is created.
FT-3070 — EU Locale Date and Time Formatting in Communications
When a user's locale is set to EU, dates and times in communications — such as the encounter date and time in appointment confirmation emails — are formatted as DD-MM-YYYY with a 24-hour clock (for example, 27-08-2026 14:30). If no locale is set, the default US format applies: MM-DD-YYYY with a 12-hour AM/PM clock (for example, 06-25-2026 3:00 PM). This applies to all Date and Date/Time variables in templates.
FT-2939 — Direct Navigation from Homepage Widgets to Encounter and Assessment Records
Clicking an Encounter or Assessment item in a New Homepage widget now opens the specific record directly inside the patient chart, reducing the number of clicks required to reach a record from the homepage. Tasks in homepage widgets continue to open on the general Tasks page, as tasks are not always associated with a patient.
FT-3068 — Homepage Widgets: Flexible Date and Date Range Filters
Date filtering in New Homepage widgets for Encounter and Calendar Event entities has been expanded. In addition to exact-date filtering, users can now filter by a specific day, a preset range (Today, Tomorrow, Yesterday, This week, Next week, Last 7 days, Last 30 days), or a Custom date range.
FT-3097 — Expanded Assessment Condition Types in Automations
Assessment conditions in Automations now cover the full assessment lifecycle. The Condition Type list is organized into two categories:
Progress Stage — In Progress, Not In Progress
Specific Status — Is Submitted, Is Completed, Is Partially Completed, Is Expired
The new Is Submitted and Is Expired options allow automations to trigger when an assessment is submitted by a patient or expires without submission — enabling follow-up flows, expiration reminders, and task creation in response to either event.
Improvements
FT-3204 — Timestamps on Comments
Comments on Encounter, Task, and Care Plan Goal entries now display a timestamp indicating when they were added. By default the timestamp is shown in relative format (for example, "3 hours ago"). Clicking it switches to the absolute date and time (for example, "18 Aug 2026, 06:25 PM"). After a page refresh, the timestamp returns to the relative format.
FT-3168 — Confirmation Warning Before Message Deletion
A confirmation dialog now appears before a message is deleted in the Inbox, preventing accidental removal.
Fixes
FT-3046 — Inbox Assignment After User Removed from Care Team
Resolved an issue where communications from a contact remained in the Primary Contact Inbox even after the user had been removed from the patient's care team.
Version 2026.78.0
New Features
FT-2927 — AI Data View
The new AI Data View brings on-demand, AI-generated patient context directly into the Care Portal. It helps care teams quickly understand the most relevant information from a patient record without manually piecing together data from multiple sources.
Depending on how it is configured, an AI Data View can provide a clinical snapshot before a call, highlight recent activity, show care plan progress, surface key risks or changes, or present other context relevant to the team's workflow. The generated content appears directly within the patient record, reducing preparation time and helping users stay focused on delivering care.
A new AI Prompt Data View type is now available in the Designer Portal. Unlike a standard Data View that displays information from a single CDT, an AI Prompt Data View is configured using a custom prompt. When a user opens the patient record in the Care Portal, the system uses that prompt to generate contextual content and displays the result as a card within the layout.
Prompts can reference patient data from multiple CDTs, Assessments, Encounters, and Programs, allowing the generated result to incorporate relevant information from across the patient record. Admins can configure prompts to support their organization's specific workflows and use cases.
Each generated result is cached at the patient level for a configurable expiration period. After the cached result expires, it is automatically regenerated the next time the card is accessed. Users can also select the refresh button to regenerate the content on demand. Each card displays the generation timestamp and an AI indicator, making it clear when the content was produced. For more information, please click here.
FT-3000 — Inbox: Filter by Region/Territory
The Inbox now supports region and territory filtering, matching the filter already available in the Patient List. Users can restrict Inbox conversations to a single region or territory to focus on one cohort of patients at a time. Multi-region users can select one or more regions or territories, while single-region users see only their own scope. The filter respects existing region access controls, and the current filter state is clearly indicated and easy to clear.
FT-2083 — Reply to Unrecognized Communications
Care team members can now reply to unrecognized SMS, email, and calls directly from the Inbox. Replies and any patient assignments made from these communications are synchronized with the legacy Communication Center.
FT-2985 — Assessment Status Changes Captured in Audit Data
Audit logging now captures status changes for assessments, making it possible to trace when an assessment was opened, submitted, or expired without submission. This gives support and administrators a clearer picture of the patient's interaction with the form.
Improvements
FT-3087 — Discard Confirmation for Assessments
When a user discards an in-progress assessment, a confirmation dialog now appears. This prevents accidental loss of assessment data when moving through assessments quickly.
FT-1465 — Data Audit Page Performance
Improved the performance of the Data Audit page for large datasets. Pagination totals are no longer computed on initial load, significantly reducing the time before results are usable. The Object Type filter list has also been updated to include newer object types.
FT-2685 — Patient ID Filter in Data Audit
A patient ID filter has been added to the Data Audit search, making it easier to narrow results to a specific patient.
Version 2026.77.0
New Features
FT-2654 — Working Hours by Periods
Care Portal users can now define working hours for specific date ranges, so schedules can be planned in advance when hours change from one period to another. Working hours consist of a default weekly schedule and, optionally, working hours exceptions. An exception can be used to override the default hours for a specific date range — for example, to set alternate hours during a particular week — or to block off dates entirely, such as weekends, holidays, or vacations. Exceptions cannot overlap on the same dates, and start dates earlier than today cannot be selected.
The same structure applies to Encounter Scheduling: a default schedule can be configured, and exceptions can be added to override it or to block off specific dates.
Historical schedules remain visible in the calendar for all past days, and changes to Working Hours and Encounter Scheduling are recorded in the audit log. For more information, please click here.
FT-2812 — Font Selection for PDF Templates
Administrators can now select the font used for PDF templates from the Branding page in the Admin Portal. This makes it easier to configure fonts that align with the required document standards. The selected font is applied during document generation.
FT-2757 — Multi-Day All-Day Events
Previously, all-day events were displayed for a single day only. When the All Day event checkbox is selected, the time range field now switches to an end date field, allowing the event to span multiple days. On the calendar, multi-day all-day events are displayed stretched across their full date range.
Improvements
FT-2980 — "Contains" Condition in Automation Restricted to List Fields
Field types that cannot be used with the Contains condition are now disabled in the automation configuration to prevent incorrect setups, since this operator only works with the list type.
FT-3022 — Updated Release Notes Link in the Admin Portal
The release notes link in the Admin Portal top-right menu now points to the new documentation site at docs.welkinhealth.com/release-notes.
Fixes
FT-2465 — All-Day Event Rescheduling
Resolved an issue where changing the date of an existing all-day event did not move the event to the new date.
FT-2950 — Phone Tree Voicemail Routing
Resolved an issue in the phone tree where callers continued waiting to be connected to a Care Team user after the tree had already routed the call to the voicemail block because no users were available.
FT-2160 — Automation Handling of Single Records
Resolved an issue with how automations processed single-record data types, which could cause related records to behave inconsistently after subsequent updates.
Version 2026.76.0
New Features
FT-2629 — Inbox: Call Information in the Phone Channel
The SMS channel in the Inbox has been renamed to Phone to reflect expanded support for call-related communications. Incoming and outgoing calls now appear in the Phone channel alongside SMS messages. Users can view call type (incoming, outgoing, missed), listen to recordings or voicemails if available, and initiate a call directly from the Inbox. Note that initiating a call launches the existing call flow — no changes have been made to the call functionality itself. Missed calls are automatically marked as Open.
FT-2695 — Inbox: Delete Records
Users can now delete records from the Inbox, including SMS messages, emails, chat messages, and call records. Once deleted, a placeholder is shown in place of the record, indicating the timestamp and the user who performed the deletion. All deletions are logged in the audit log. After clicking Delete, users have a 15-second window to undo the action directly from the interface before the deletion is finalized.
FT-2697 — Inbox: Internal Notes
Care team members can now leave Internal Notes within any conversation in the Inbox. This is useful when additional context needs to be captured alongside a patient conversation without it being visible to the patient. Internal Notes are highlighted in purple and clearly labeled in the UI, making them visually distinct from outbound messages. They are only visible to team members and are never accessible to patients.
FT-2717 — Inbox: @Mentions
Users can now mention colleagues using @mentions with autocomplete. Mentions are currently available within Internal Notes. A dedicated Mentions tab aggregates all conversations where the user has been tagged, with a counter for unresolved mentions. Each mention carries a Read/Unread status. If the mentioned user does not have access to the conversation, a warning is shown. Mention notifications can be configured in Designer via automations (Notification, Email User, SMS User, Task, and Webhook action types). Support for @mentions in other parts of the system is planned for a future release.
FT-2803 — Inbox / Communication Center: Spreadsheet File Attachments in Emails
The Inbox and Communication Center now support .xlsx, .xls, and .csv file attachments in email conversations. Files can be attached and sent to patients, and files received from patients are displayed inline with filename, size, and icon. Clicking an attachment opens a read-only in-app preview. Users can download the original file and create documents from these file types.
FT-2897 — Phone Tree: Configurable Timeout for Digital Selection
Phone Tree Digital Selection conditions now support a configurable input timeout. Administrators can set a custom wait time for button input per condition, replacing the previous fixed 10-second default.
Improvements
FT-2868 — Inbox: Mute/Unmute via Right-Click
To mute or unmute a channel in the Inbox, right-click on the channel to open a context menu with the mute option.
Fixes
FT-2789 — Automation Condition Check for Non-Patient Triggers
Resolved an issue where automation condition checks were skipped when the trigger was not associated with a patient. Conditions now evaluate correctly regardless of whether the triggering event includes patient context. A validation message is also shown in Designer when a patient-context-dependent condition type is used with a non-patient trigger.
FT-2799 — Data Audit Column Shifting
Resolved an issue in the Admin Data Audit where columns shifted or disappeared during navigation.
FT-2884 — Calendar Day View Not Retaining Today's Date
Resolved an issue where the calendar opened to the start of the week instead of today when returning to the Calendar page after navigating away, despite the Day view being saved as the selected view.
Version 2026.75.0
New Features
FT-2462 — Inbox Notifications
Automations can now send notifications for Inbox events. New events have been added to the Inbox group — a general Inbox event plus channel-specific events for SMS, Email, and Chat messages received — compatible with Notifications, Email User, SMS User, Task, and Webhook action types. Clicking a notification takes the user directly to the relevant message in the Inbox. In the Care Portal, users can mute or unmute individual Inbox sections by clicking the corresponding bell icon; the All Patients Inbox is muted by default. When muted, users will not receive notifications for that section in the Notification Center. A default Inbox Message automation is provided for all channels, inactive by default.
The default Inbox Message automation is inactive by default. If you choose to enable it, be aware that users may receive duplicate notifications if the same communication channel is also enabled in their User Notifications settings. To avoid duplicates, disable the corresponding channel notifications in User Notifications.
Contact your Account Manager if you have any questions.
FT-2516 — New "Partially Completed" Assessment State
A new Partially Completed status allows assessments to be saved with unfilled required fields using the Force Complete option. The collected data is saved to CDT immediately upon force completion, preventing data loss. The assessment can later be reopened, completed fully, and transitioned to Completed. The state appears in the Care Portal Assessments filter and can be used in automations via a new "Assessment Partially Completed" event and "Is Partially Completed" condition. A dedicated Security Policy in Designer controls visibility and the ability to set this status. Patients do not see the Force Complete option; file generation is not available in this state.
FT-2791 — HTML File Attachments Supported in Emails
HTML files can now be received as email attachments. Previously these were filtered out and inaccessible; they are now surfaced alongside other attachment types with download and open-externally options.
Improvements
FT-2659 — Improved Event Time Validation in Calendar
Added a validation check preventing events where the end time is earlier than the start time on the same day, eliminating invalid same-day event spans.
Fixes
FT-2246 — Automated Email PFA Folder Link
Resolved an issue where PFA folder links in automated emails returned a "page not found" error after the PFA was edited and republished in Designer. Links now correctly open the current set of assessments.
FT-2627 — Assessment Completion Error with Multi-Select Profile Fields
Resolved an error where completing an assessment with a multi-select profile CDT field pre-populated from a template variable failed with "Pdt value not found in Pdt record". The system now applies consistent value-validation logic to both single- and multi-select profile fields.
FT-2787 — Calendar Now Displays Current Week on Login
Fixed a bug where the main Calendar view loaded the previous week after login while the side calendar showed the current week. Both now open to the current week consistently.
Version 2026.74.0
New Features
FT-2770 — Fax Notifications via Automation
Automations can now be triggered by fax-related events, including when a fax is received, fails, is reviewed, or is assigned to a patient (both inbound and outbound). Notifications can be configured for specific roles, allowing teams to stay informed and respond promptly based on their responsibilities.
FT-2534 — Fax API Endpoints for External Integration
New API endpoints are now available for fax integration. API clients can create faxes, attach files, and send them via API, supporting more flexible and automated fax workflows.
Fixes
FT-2759 — Time Field Display in Homepage Widgets
Resolved an issue where time-type fields in homepage widgets were displayed as "Invalid Date" instead of the correct time value. Time values are now shown accurately.
Version 2026.73.0
New Features
FT-2482 — Electronic Fax (Beta)
Welkin now supports sending and receiving faxes directly within the platform. A dedicated Fax section can be added to the Inbox upon request, integrating fax communications alongside existing messaging channels. Key additions include: inbound fax management (received faxes land in a Needs Review queue), outbound faxes, fax templates for standardized documents, and new eFax security policies covering view, create, update, and delete access.
Welkin's eFax integration is powered by Notifyre. Organizations will need an active Notifyre account to send and receive faxes. Contact your Welkin administrator to set up your account before enabling this feature.
FT-2740 — Support Adding User Comments to Tasks via API
The API now supports adding comments to tasks on behalf of a user. This allows API clients to pass user-originated input directly into the system with proper attribution, improving data accuracy and context for integrations that capture user or patient input externally.
Version 2026.72.0
New Features
FT-2660 — Scheduled Automation Based on Data Type Event
Automation scheduling now supports a new Data Type trigger within the Scheduled option. Automations can be configured to run based on values stored in Custom Data Types (CDTs), such as a specific date or a numeric field — enabling automations to trigger before or after a value captured during data entry. For example, during an assessment a user can enter a follow-up date, and the system will automatically schedule reminders or tasks at the appropriate time.
If the calculated trigger time has already passed at the point of configuration, the automation will not fire retroactively.
Improvements
FT-2143 — Improved File Upload Validation in Document Center
Error messages for failed file uploads now clearly indicate which specific file has an issue, making it easier to identify and resolve upload problems without guesswork.
Fixes
FT-2481 — Assessment Save Issue When Using Tab Key
Resolved an issue where assessments could fail to save when a numeric value was entered and the Tab key was used to navigate to the next field. Assessments now save correctly in all tab-navigation scenarios.
Version 2026.71.0
New Features
FT-2575 — Question Groups in Assessments
Assessments now support Question Groups — a flexible way to organize and capture repeating sets of related information. A Question Group allows multiple instances of the same group of questions to be added during a single assessment, eliminating the need to duplicate individual questions in the template. Common use cases include medication lists and family/social history.
Version 2026.70.0
New Features
FT-2393 — Calendar Experience Redesign
The Calendar has been refreshed as part of the Welkin Look & Feel initiative. Key improvements include a cleaner layout and visual hierarchy, redesigned timezone handling, encounter status visible directly in the calendar view, preserved user display preferences, and improved accessibility with better contrast ratios. This update establishes the foundation for additional calendar features planned for upcoming releases.
Improvements
FT-1462 — Improved Handling of Unresolved Variables in Documents
Documents are now generated even when some template variables cannot be resolved. Instead of failing, the system produces the document and displays a warning listing the names of any unresolved variables.
FT-2533 — Improved JSON Viewer in Audit Logs
The JSON display in Audit Logs has been updated for better readability and usability. JSON is presented in a clearer structure, and users can now copy specific values or sections directly using a dedicated copy action.
Version 2026.69.0
New Features
FT-2397 — Open Communications Counter in My Inbox
A new counter in the My Inbox section displays the number of open communications at a glance, helping users prioritize responses and manage their workload more efficiently.
FT-2429 — Secure Email via HIN in Automations
Automations can now send secure emails via HIN in addition to Paubox. The secure email provider used is determined by the provider configured in system settings, giving administrators flexibility in how secure communications are delivered.
FT-1961 — All-Region Access Configuration
Administrators can now grant all-region access to users and API clients directly from the Admin Portal, without having to configure access region by region. Granular per-region access configuration remains available for cases where it is needed.
FT-2143 — Increased PDF Upload Size Limit in Documents
The maximum file size for PDF uploads in the Documents center has been increased to 200 MB, making it easier to work with larger clinical documents and attachments.
Improvements
FT-2143 — Improved File Upload Validation in Document Center
Upload error messages now clearly identify which file has an issue, reducing the time spent troubleshooting failed uploads.
Fixes
FT-2481 — Assessment Save Issue When Using Tab Key
Resolved an issue where assessments could fail to save when a numeric value was entered and the Tab key was used to navigate to the next field.
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