2025 Changelog
This page lists all Welkin platform releases for 2025, newest first. For earlier releases see the 2024 Changelog.
Version 2025.68.0
New Features
FT-2396 — Inbox: Search Functionality
Users can now search within the Inbox by phone number (to/from), email address (to/from), patient or contact name, and any text contained within a communication, making it faster to locate specific messages without manual scrolling.
FT-2039 — Outlook Calendar Integration
Outlook Calendar Integration is now available with both one-way and two-way synchronization options. One-way sync pulls Welkin events into Outlook; two-way sync keeps updates aligned in both systems. This feature is optional and can be enabled individually — contact your Account Manager to request activation.
FT-2163 — Support for Not Applicable and New Scaled Average Formula
For Scored Assessments, individual items can now be marked as Not Applicable (N/A), excluding them from the calculated score and total possible points. A new Scaled Average formula option is also available for groups, allowing the average score to be multiplied by a configurable λ (lambda) factor for greater flexibility in score calculations.
FT-2299 — New Encounter Date-Only Variable for Message Templates
A new
{{ENCOUNTER.*.startDate}}variable has been added to Message Templates in Designer when the context type is set to Encounter. This allows templates to reference the encounter date without the time component.FT-2318 — New "Not Contains" and "Not Contains All" Conditions for Automations
Two new condition options — Not Contains and Not Contains All — are now available for automations using the Data Type entity. Not Contains is satisfied when at least one of the specified values is absent from the field; Not Contains All requires all specified values to be missing.
Improvements
FT-2368 — Improved Encounter Creation During Time Changes
Enhanced encounter creation handling during daylight saving time transitions to prevent unintended one-hour shifts in appointment times.
Fixes
FT-1936 — PDF Title Display Issue Fixed
Resolved an issue where PDF titles in patient records displayed the wrong patient name due to incorrect caching. PDFs now consistently show the correct title for each patient.
FT-2230 — Completed Tasks on New Homepage Fixed
Resolved an issue where completed tasks continued to appear in homepage widgets. Tasks now fall off the list correctly based on the widget's configuration.
Version 2025.67.0
New Features
FT-1504 — The Inbox (Beta)
The Welkin Inbox centralizes all patient conversations — Secure Email, SMS, In-App Chat, Unrecognized messages, and WhatsApp — in a single workspace. It includes role-based views (My Inbox, Team Inbox, All Patients Inbox), real-time collaboration, and patient context displayed alongside each conversation. Handling of unrecognized communications has also been reworked for improved triage and routing. The Inbox is fully compatible with previous workflows and automations and establishes the foundation for future capabilities including internal provider chat, @mentions, advanced routing, and expanded channel support. Contact your Account Manager to enable it and migrate existing communication data.
Version 2025.66.0
New Features
FT-2118 — HIN Secure Email Integration
A new integration with HIN (Health Info Net), Switzerland's trusted healthcare communication network, enables secure, compliant email communication directly through the Welkin Care Portal, meeting Swiss healthcare data protection standards (DSG & GDPR).
FT-2037 — Google Calendar Synchronization Enhancements
The Google Calendar integration now supports one-way or two-way synchronization. With two-way sync, updates in Google Calendar appear in Welkin and vice versa. This optional feature is enabled separately — contact your Account Manager to request activation.
FT-2104 — Improved Task Comments via API
When creating tasks through the API, it is now possible to add a comment on behalf of the patient in addition to comments from the API client, providing better context for integrations that capture patient input externally.
Improvements
FT-1861 — Improved Call Notifications
Enhanced the reliability and timing of call notifications, ensuring they arrive more promptly so users can stay informed and respond without delays.
FT-2171 — Improved File Upload Notifications
Toast notifications in the Document Center now disappear automatically after a file upload and no longer require an extra click to dismiss.
Fixes
FT-2156 — Task Comments Ordering Fixed
Resolved an issue where task comments were not always displayed in the correct order. Comments are now consistently sorted with the most recent shown at the top.
Version 2025.65.0
New Features
FT-1807 — Patient Profile Fields in Assessments
Patient Profile fields can now be included directly within assessments. These fields can be pre-filled with existing profile data, allowing respondents to confirm, update, or complete missing information during the assessment process.
FT-1760 — Create Encounter Automation: "Today"
Automations can now create an encounter on the same day by specifying 0 in the Days field. If the specified time has already passed, the automation will not run and details will be recorded in the Automation Audit.
FT-1966 — Enhanced Data Views Settings
HTML field settings in Data Views now support variables, enabling more dynamic data display. New Required and Read-only options have also been added to field settings.
Fixes
FT-2012 — Patient List Display Issue Fixed
Resolved an issue where the full list of patients was not displayed when reassigning communications.
FT-2103 — Time Selection in Assessments Fixed
Resolved an issue where the time picker in assessments was not functioning correctly.
FT-2124 — Formatting Issues in PFA Templates Fixed
Resolved several formatting problems in Patient-Facing Assessment templates to improve readability and user experience.
FT-2131 — Variable Resolution in Assessments Within Encounters Fixed
Fixed an issue where variables in assessments were not being resolved when the assessment was initiated within an encounter.
FT-2120 — Improved Acuity Integration
Fixed an issue where a patient might not be created in Welkin when scheduling an event through Acuity.
Version 2025.64.0
New Features
FT-1942 — Enhanced "Bulk Update for Patients" API Endpoint
The Bulk Update for Patients endpoint now supports partial updates to the care team, allowing addition, removal, or replacement of specific care team members without modifying the entire team. Updates can be performed even when a region or territory mismatch exists between the user and patients.
FT-1941 — Task Commenting via API on Behalf of a Patient
Comments can now be added to tasks on behalf of a patient through the API. If patient information is not provided, the comment is attributed to the API client by default.
FT-1943 — New Automation Event: Task Comment Added
A new Task Comment Added automation event enables automations to trigger when a comment is posted to a task, supporting more dynamic task management workflows.
FT-1656 — "Is Completed" Condition for Assessment Entity Type
A new Is Completed condition for the Assessment entity type in automations verifies whether the most recent assessment with a specific name has been completed.
FT-1962 — Compact View Setting in Widget Columns
A new Compact View setting in the Columns section of Widgets consolidates CDT data into a single row per patient, displaying multiple values as comma-separated entries for easier review.
FT-1942 — Resolve Message Templates via API
A new Resolve Template API endpoint allows message templates — including those containing PFA or other variables — to be resolved dynamically, enabling more personalized content generation through the API.
Improvements
FT-1936 — User-Friendly Labels for System-Generated Actions
System-generated actions in the Care Portal now show user-friendly labels (System, Automation, API Client). An information icon reveals which internal service performed the action.
Fixes
FT-1768 — Date of Birth Field in Patient Profile Fixed
Resolved an issue affecting the Date of Birth field when editing patient information in the profile.
FT-1752 — Variable Display in Assessments Fixed
Fixed an issue where variables were not displaying correctly within assessments during form completion and review.
FT-1843 — File Preview for Duplicate File Names Fixed
Resolved an issue where uploading files with the same name caused one file's preview to appear for both. Each file now displays its own correct preview.
FT-2036 — Delay When Viewing Incoming Notifications Fixed
Resolved a delay when clicking the notification bell to view incoming alerts. Notifications now load promptly.
Version 2025.63.0
New Features
FT-1885 — Video Uploads in Document Center
Video files (.mp4) can now be uploaded directly to the Document Center, supporting up to 10 files per document, 200 MB per file, and a total of 2 GB per document.
Improvements
FT-1937 — Improved Look & Feel of PFAs
Updated the design of Patient-Facing Assessments to improve clarity and alignment across all assessment elements on both mobile and desktop.
FT-1974 — Improved Error Messaging on the Homepage
Added clearer, more readable error messages on the Homepage to better inform users when data is unavailable.
Version 2025.62.0
New Features
FT-1771 — Automation Support for Tracking Candid Claim Failures
A new Candid Claims Failed automation trigger (for use with the Webhook action) enables monitoring of failed claim submissions. When a claim fails, a detailed error message is now displayed in the Care Portal. All executions are logged in the Automation Audit in Admin.
FT-1814 — Widget Preview Option in Designer Portal
A Preview option has been added to the Designer Portal for Homepage Widgets, allowing users to view a visual representation of a widget before publishing. Inaccessible or sensitive data in the preview is obscured with star symbols.
Improvements
FT-1784 — Enhanced Readability of Profile-Type Fields in Reports and Templates
Profile-type field data is now displayed in a more readable, structured format in Superbill and Invoice reports and in message templates with the Encounter context type.
FT-1850 — Improved API Response for "Get Available Schedules"
The Get Available Schedules API now returns information for all participants associated with an event, providing a complete and reliable schedule view.
FT-1862 — Updated Behavior for Numeric Fields
Numeric fields now remain empty by default unless a specific default value is configured in Designer.
Fixes
FT-1855 — Event Order in Month View Fixed
Resolved an issue where day events in the Month View were displayed by creation order rather than scheduled start time.
Version 2025.61.0
New Features
FT-1003 — Automation to Update and Create CDT Records
Automations can now create and update CDT records. Supported categories include Data Types and Custom Field Types, with field types Float, Integer, Text, TextArea, Boolean, and List. For single-record CDTs only updating is supported; for multiple-record CDTs only creation is available.
FT-1801 — "Pre-authorize Payment" Automation
A new Pre-authorize Payment automation defines settings for which encounters a payment will be pre-authorized. Supports the Encounter Created and Encounter Disposition Updated event types. If this automation is not configured, pre-authorization will not trigger automatically.
FT-1696 — Default Secure Email Settings
A new Secure Email setting in Admin Portal (Integrations → Communication) allows administrators to define the default state of the Secure toggle for all outgoing emails at the environment level. Care Portal users can still manually override this per message.
FT-1812 — Task Entity in Widgets on New Homepage
The Task entity is now available as a Core Entity in the widget creation dropdown on the New Homepage, enabling widgets based on tasks and their attributes.
Improvements
FT-1147 — Google Calendar Synchronization Enhanced
When Google Calendar synchronization is enabled, the system now automatically syncs calendar events from 30 days before the current date up to 365 days into the future, effective immediately upon activation.
FT-1289 — Call Recording Stability Improved
Improved overall system performance to help prevent potential loss of call recordings, ensuring more reliable data capture and call history integrity.
Fixes
FT-1779 — Welkin Encounter Updates Not Syncing to Google Calendar Fixed
Resolved an issue where changes made by multiple users to the same calendar event were not correctly synchronized.
FT-1832 — Call Misrouted Despite Recognized Number Fixed
Fixed an issue where calls from known contacts were in some cases incorrectly routed to Unrecognized communications.
FT-1485 — Assessment Order in PFA Fixed
Resolved an issue where the order of assessments in the PFA did not match the sequence set in Designer.
FT-1747 — Calendar Navigation in Month View Fixed
Fixed an issue that prevented users from navigating to the next month when Month View was selected.
FT-1778 — Document Info Display in Communication Center Fixed
Resolved an issue where incorrect information about attached documents was shown in the Communication Center.
FT-1841 — MRN Formatting on Homepage Fixed
Fixed an issue where the Medical Record Number was displayed in an incorrect format on the Homepage.
Version 2025.60.0
New Features
FT-1553 — New Homepage (Beta)
The New Homepage provides a configurable command center with Widgets grouped into role-based Dashboards. Powered by an analytics engine, it supports flexible real-time querying. An expression builder in Designer allows users to construct custom queries using Welkin entities and XOR logic. Customers are responsible for building and maintaining their own Widgets; Professional Services support is available if needed. Contact your Customer Success representative or Account Manager to enable it.
FT-1439 — Link to Documents
A Copy Link button has been added to the document drawer, making it easier to reference documents in tasks or messages. Links include the document ID; users who follow a link while not logged in are redirected to the correct document after login.
Improvements
FT-1145 — Enhanced Webhook Payload with Initial Trigger Event Context
Webhook payloads now include fields providing context about the initial event that triggered a sequence: initiatedBy, initiatedByName, initiatedByObjectId, initiatedByObjectType, and initiatedTime.
FT-1719 — Multiple Prescription IDs for Same Medication ID
When more than one Prescription ID is received for the same Rcopia Medication ID, Welkin now lists all IDs separated by commas instead of showing only the latest.
Fixes
FT-1735 — Email Drafts Scheduled via API Fixed
Scheduled email drafts created via the API are now sent as expected. The system uses the patient's point of contact as the sender if not manually specified. Additional metadata fields (created_by, updated_by, etc.) are now recorded for improved traceability.
FT-1743 — Patient Deletion with CDT Pre-Populated Values Fixed
Resolved an issue where deleting a patient with a CDT text field used as a pre-populated assessment value caused an "Unknown error".
FT-578 — "Assessment Field is Required" Error with Saved Addresses Fixed
Resolved a false "Assessment field is required" error triggered when browser-saved addresses were used to auto-fill assessment fields.
FT-1152 — Rich Text Formatting in Email Drafts Fixed
Fixed an issue where HTML-formatted email templates appeared distorted when loaded into the message draft sidebar.
FT-1717 — Environment Access Scope in Data Audit API Fixed
The Data Audit API now correctly enforces environment restrictions set on API clients, returning audit records only for authorized environments.
Version 2025.59.0
New Features
FT-1206 — Pre-authorize Payments
Pre-authorization allows funds to be held on a patient's account prior to an Encounter, ensuring sufficient coverage for expected costs. The pre-authorized amount is determined by the billing type and services on the Encounter. An automation can be configured to either charge or release held funds upon Encounter completion or cancellation. Users also have manual controls at the Encounter level to adjust, reschedule, retry, cancel, or charge/release a pre-authorization.
FT-1191 — Encounter: Amount Due
The "Outstanding Balance" value for Encounters has been replaced with Amount Due, which precisely reflects what the patient currently owes for a specific Encounter, factoring in all prior payments, adjustments, and charges.
FT-1193 — Encounter: Billing Statuses and Grid Changes
The Encounter grid has been updated with new Billing Statuses to accurately reflect the patient's current payment situation, providing a comprehensive billing overview for billing managers.
FT-1195 — Encounter: "Encounter Balance" Renamed to "Patient Payments"
The Encounter Balance field has been renamed to Patient Payments to better reflect the amount the patient has already paid toward an Encounter. The old Encounter Balance value has been deprecated.
FT-1316 — Expanded Payment Method Support for Subscriptions
Google Pay, Apple Pay, Link by Stripe, and Cash App are now available as payment methods for subscription services. When a patient uses a payment method, it becomes the Current Payment Method and all invoices for the subscription are tied to it.
Improvements
FT-1669 — Updated NPI Selection Logic for Rendering Provider
When creating claims in Candid, the user's NPI from User Attributes is now always used as the Rendering Provider NPI, regardless of the Billing Type.
FT-1594 — Automation Audit Export API
A new Security Policy in Designer (Data Export → Automation Audit) allows exporting and monitoring of automation audits. A status filter (failure, success, conditions_check_failed) has been added to the export endpoint.
FT-1595 — Invoices API Endpoints
Invoice API endpoints are now open for read-only access to invoice data. See the Postman Collection for reference.
FT-1662 — API for Downloading Recognized Calls
API clients can now view call information and download recordings of recognized calls. Requires the "Voice Calls None Care Team" policy.
FT-1695 — API for Downloading Email and SMS Attachments
Email and SMS attachments can now be retrieved via API.
FT-1254 — Data Audit: Subscriptions
Subscription actions (creation, update, cancellation, etc.) are now logged in the Data Audit under the "Subscription" category.
FT-1194 — Enhanced Transaction View for Payment History in Invoices
Payment history now shows an expandable view of all transactions per payment, including refunds, pre-authorizations, and cancellation fees with their amounts, timestamps, and statuses.
FT-1491 — Document Center Preview Limit Increased to 100 Documents
Removed the system limitation on the number of documents displayed in the pop-up when sending files.
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