> For the complete documentation index, see [llms.txt](https://docs.welkinhealth.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.welkinhealth.com/release-notes/changelog.md).
# Changelog — 2026
This page lists all Welkin platform releases for 2026, newest first. For earlier releases see the 2025 Changelog.
{% updates format="full" %}
{% update date="2026-10-22" tags="new-features,improvements,fixes" %}
## Version 2026.80.0
### New Features
* **FT-2064 — File Upload: A New CDT Field Type**
The new File field type lets administrators add file-attachment fields to any Custom Data Type (CDT), bringing documents, images, and spreadsheets right where structured patient data already lives — inside Assessments, Data Views, Encounters, and PFAs. Care teams no longer need to jump between the Document Center and the patient record to see the files that go with a given data point. They can view, add, and work with everything in one place. Files can also be previewed directly in Assessments, Data Views, and Encounters, so care team members can confirm what they're looking at without needing a separate download step.
Supported formats cover the files care teams actually use: PDF, DOC, DOCX, JPG, JPEG, PNG, XLS, XLSX, and CSV. Administrators can lock each field to specific file types, keeping data entry clean and preventing mistakes at upload. File-size allowances are generous — up to 25 MB per image, 10 MB for other file types, and up to 10 files per field — comfortably covering the vast majority of real-world attachments without extra configuration.
Whether the use case is intake forms with ID photos, lab results attached to an assessment answer, insurance documents on an encounter, or signed consents sitting alongside their status, the File CDT field finally lets the structured and unstructured sides of the patient record live together.
* **FT-3130 — Complete Assessments from the Welkin AI Assistant**
Care team members can now ask the Welkin AI Assistant to start a new assessment or continue an in-progress one and fill it in for them, so the same facts don't have to be re-entered by hand. The assistant can work from data already in the patient record, such as the patient's profile and encounter data, or from unstructured text pasted straight into the chat, such as a visit transcript or conversation notes. It fills in the assessment, and the care team member then reviews it.
The care team stays in control. The user can review what the assistant filled in, edit any field, complete the assessment manually, or cancel the process, and nothing is written to the record until the care team member confirms.
* **FT-3224 — Organization Prompt for Welkin AI**
Welkin customers can now configure an Organization Prompt for Welkin AI directly from the Admin Portal, without engineering support. The prompt lets administrators tailor the assistant to their organization's programs, patient population, and clinical conventions.
Typical things to include in the organization prompt:
* **Program and patient context** — the care programs the organization runs, who the patients are (for example, high-risk pregnancy, chronic condition management, or behavioral health), and what the care team is trying to achieve with them.
* **Terminology and clinical conventions** — organization-specific terms, abbreviations, scoring scales, and the way notes and summaries are typically written.
* **Priorities and focus areas** — which parts of the patient record matter most for the use case (for example, recent assessment scores, medication changes, or missed follow-ups), and what the assistant should leave out.
* **Workflow guidance** — how the assistant should support day-to-day tasks such as call preparation, visit recaps, or follow-up messages.
* **Output preferences** — preferred level of detail and formatting for summaries and drafts.
These instructions apply across Welkin AI features, including the AI Assistant and the AI Data View, so care team members get a consistent experience no matter which AI-powered surface they're working with.
* **FT-3353 — Communication API: Send Messages and Manage Conversations**
The Communication API is now open to API clients, so an external system that owns its own communication logic can use Welkin as its delivery layer. The calling system decides what to send, to whom, and when; Welkin delivers the message, records it against the patient, and reports the outcome.
* **Send a message to a patient** — A single endpoint takes a patient, a channel (SMS, email, or chat), and a sender, and returns the message. Welkin finds or creates the conversation, and attachments are supported on every channel.
* **Safe retries and reporting** — Each send accepts an `externalReferenceId` to tie the message back to the caller's own records, and an `idempotencyKey` so a retry after a timeout never produces a duplicate message to the patient.
* **Delivery outcomes** — The delivery webhook now includes the delivery status and failure reason. A message can also be read back by id if a callback is missed.
* **Conversations** — API clients can read a conversation, search a user's inbox, send into an existing conversation, and assign a conversation to a named care team member so the patient's reply reaches the right person.
* **Sending numbers** — API clients can list the instance's phone numbers, as required for routing SMS.
Every message must be sent on behalf of an existing Welkin user who has access to the patient. Missing or unusable contact details are returned as an error on the request rather than as a delivery status.
[Learn more →](https://docs.welkinhealth.com/api-reference/communication-api) · [Authentication →](https://docs.welkinhealth.com/api-reference/authentication) · [Webhook Events →](https://docs.welkinhealth.com/admin/apis-and-integrations/webhook-events) · [SMS Opt-Out →](https://docs.welkinhealth.com/designer/notifications-and-communications/sms-opt-out)
### Improvements
* **FT-3251 — Suppress Welkin Notifications for Forwarded Calls**
Incoming calls that are successfully transferred out of Welkin no longer generate call notifications in Welkin. When a call is handed off to another system, the corresponding Welkin notification is suppressed, so care teams only see Welkin notifications for calls that actually belong there, while the call record remains available for reference and audit.
* **FT-2300 — Automated Recovery for Paubox Email Statuses**
A background job now monitors Paubox email delivery statuses and keeps them in sync, so messages no longer remain stuck in the Sending (or other intermediate) state when Paubox delivery completes. This reduces manual intervention when a status update is missed.
* **FT-3205 — Tasks Table Available via S3 CSV Export**
The Tasks table is now exposed as a CSV through the S3 data export pipeline, making task data available for consumption in BI and reporting tools such as Sisense and Tableau alongside the other data sets already exported from Welkin.
[Learn more →](https://docs.welkinhealth.com/integrations/analytics/s3-data-export)
* **FT-3307 — Tab Through `***` Placeholders in Textarea Fields**
Textarea fields now support tabbing through `***` placeholders, so care team members can jump from one placeholder to the next with the Tab key instead of clicking into each one manually. This makes filling in templated text with multiple placeholders noticeably faster.
### Fixes
* **FT-2547 — Signatures on Copied Assessments Now Save Correctly**
Resolved an issue where saving a signature on an assessment copied in the Designer could fail with a "DT not found" error. When an assessment with a patient signature was copied, the signature field still referenced the original assessment's CDT name instead of the copied assessment's name. The reference now correctly points to the new copy's CDT.
* **FT-2983 — MRN Automation No Longer Overwrites Patient State**
Resolved the issue where the automation could overwrite the patient object with a previous state. The automation now updates only the MRN field without affecting the rest of the patient record and without creating collisions with existing identifiers.
* **FT-3177 — Phone Tree No Longer Routes Calls When Calendar Is Closed**
Resolved an issue where a call could still be received through the phone tree when the corresponding calendar / availability window was closed.
{% endupdate %}
{% update date="2026-09-03" tags="new-features,improvements,fixes" %}
## 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.
{% hint style="info" %}
The AI Assistant uses large language models (LLMs) and must be enabled for your organization before it can be used. Contact your Account Manager to request activation.
{% endhint %}
[Learn more →](https://docs.welkinhealth.com/care/ai-assistant) · [Admin Configuration →](https://docs.welkinhealth.com/admin/apis-and-integrations/ai-assistant)
* **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, ) 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.
[Learn more →](https://docs.welkinhealth.com/care/communication/inbox/shared-inboxes)
* **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.
[Learn more →](https://docs.welkinhealth.com/care/communication/inbox/inbox-new-conversation)
* **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.
{% endupdate %}
{% update date="2026-08-06" tags="new-releases,new-features,improvements" %}
## 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](https://docs.welkinhealth.com/care/data-views/ai-widget).
{% hint style="info" %}
The AI Data View feature uses large language models (LLMs) and must be enabled for your organization before it can be used. Please contact your Welkin Account Manager for more information or to request activation.
{% endhint %}
* **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.
{% endupdate %}
{% update date="2026-07-09" tags="new-releases,new-features,improvements,fixes" %}
## 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](https://docs.welkinhealth.com/care/calendar/calendar-setting-up-working-hours#encounter-availability).
* **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.
{% endupdate %}
{% update date="2026-06-11" tags="new-features,improvements,fixes" %}
## 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.
[Learn more →](https://docs.welkinhealth.com/care/communication/inbox/inbox-phone-channel)
* **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.
[Learn more →](https://docs.welkinhealth.com/care/communication/inbox/inbox-delete-records)
* **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.
[Learn more →](https://docs.welkinhealth.com/care/communication/inbox/inbox-internal-notes)
* **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.
[Learn more →](https://docs.welkinhealth.com/care/communication/inbox/inbox-mentions)
* **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.
{% endupdate %}
{% update date="2026-05-21" tags="new-features,improvements,fixes" %}
## 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.
{% hint style="warning" %}
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.
{% endhint %}
* **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.
{% endupdate %}
{% update date="2026-04-30" tags="new-releases,fixes" %}
## 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.
{% endupdate %}
{% update date="2026-04-16" tags="new-releases" %}
## 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.
{% hint style="warning" %}
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.
{% endhint %}
* **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.
{% endupdate %}
{% update date="2026-03-26" tags="new-features,improvements,fixes" %}
## 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.
{% hint style="warning" %}
If the calculated trigger time has already passed at the point of configuration, the automation will not fire retroactively.
{% endhint %}
### 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.
{% endupdate %}
{% update date="2026-03-19" tags="new-releases" %}
## 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.
{% endupdate %}
{% update date="2026-02-26" tags="new-releases,improvements" %}
## 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.
{% endupdate %}
{% update date="2026-01-22" tags="new-features,improvements,fixes" %}
## 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.
{% endupdate %}
{% endupdates %}
---
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