# Who is this documentation for?

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](/getting-started/key-concepts.md) – understand Patients, Programs, Encounters, and Assessments
* [First Patient Workflow](/getting-started/first-patient-workflow.md) – 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](/getting-started/setting-up-organization.md)
* [Inviting users and defining roles](/getting-started/inviting-users-and-roles.md)

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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](/getting-started/setting-up-organization.md)
* [Key Concepts](/getting-started/key-concepts.md)

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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](/getting-started/key-concepts.md)

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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](/getting-started/key-concepts.md)
* [First Patient Workflow](/getting-started/first-patient-workflow.md)

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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.


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.welkinhealth.com/welcome/who-is-this-for.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.