How to navigate this guide

Learn how the Welkin documentation is organized, where to start based on your needs, and how to find setup, usage, and reference content quickly.

This documentation is organized to match the way different people use Welkin. Here is a map of the Welcome and Getting Started sections.

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Documentation structure

Welkin Health Documentation
│
├── Welcome                      ← You are here
│   ├── What is Welkin Health?
│   ├── Who is this documentation for?
│   ├── How to navigate this guide
│   └── Glossary of terms
│
└── Getting Started
    ├── Setting up your organization
    ├── Inviting users and defining roles
    ├── First patient workflow walkthrough
    └── Key concepts

Use the left sidebar to navigate to other sections of the documentation.

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How pages are organized

Each section follows a consistent pattern:

1. Overview – what the section covers and when to use it

2. Setup / Configuration – how administrators configure the feature

3. Usage – how care team members use it day to day

4. Reference – detailed settings, field definitions, and edge cases

If you are a care team member, you can usually skip the configuration pages. If you are an administrator or implementation team member, you will want to read both.

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Finding what you need

If you know the feature name, use the left sidebar to navigate directly to it.

If you are new to Welkin, follow the Getting Started section in order – it walks you through everything from first setup to your first patient interaction.

If you are looking up a term, check the Glossary. Every platform-specific term used in this documentation is defined there.

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Conventions used in this guide

Convention	Meaning
Bold text	UI element names (buttons, fields, menu items)
Monospace text	API fields, configuration values, or code
> Blockquote	A tip, note, or important callout
⚠️ Warning	Something to be careful about – data or workflow implications
🔒 Admin only	This feature or setting requires Administrator access