Who is this documentation for?

Find the Welkin documentation paths most relevant to your role, including care teams, administrators, implementation teams, developers, and program leaders.

This guide serves multiple audiences. Use the table below to find the content most relevant to your role.

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Roles and recommended starting points

Care Team Members

Care managers, care coordinators, nurses, health coaches, and other staff who work directly with patients in the Care Portal.

You spend most of your time in the Care Portal – viewing patient records, completing assessments, communicating, scheduling encounters, and tracking tasks.

Start here:

• Key Concepts – understand Patients, Programs, Encounters, and Assessments
• First Patient Workflow – end-to-end walkthrough

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Organization Administrators

System administrators, operations leads, and IT staff responsible for configuring and maintaining the Welkin environment.

You configure the platform for your organization: managing users, setting security policies, and overseeing the organization's Welkin environment.

Start here:

• Setting up your organization
• Inviting users and defining roles

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Implementation and Configuration Teams

Teams responsible for building out care programs, assessments, automations, and workflows in Designer.

You build the care delivery model in the Designer portal: programs, phases, assessments, CDTs, and automations.

Start here:

• Setting up your organization
• Key Concepts

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Integration Developers

Engineers and technical staff building integrations between Welkin and external systems.

You use the Welkin API, webhooks, and API clients to move data between Welkin and your EHR, data warehouse, or other systems.

Start here:

• Key Concepts

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Program Managers and Clinical Leaders

Managers, clinical directors, and anyone responsible for program design, outcomes, and reporting.

You design the care programs that run in Welkin and monitor their performance through reporting and analytics.

Start here:

• Key Concepts
• First Patient Workflow

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How to get help

If you can't find what you're looking for in this documentation:

• In-app help – use the Help menu within the Welkin Care Portal
• Your CSM – contact your Welkin Customer Success representative for implementation guidance

Note: This documentation covers Welkin's standard platform features. If your organization has custom configurations or workflows, some details may differ from what you see in your environment.