Creating coach accounts

This article will help you:

• Access the coach account creation page
• Enter new coach information
• Save the new coach account
• View all coach accounts

Access the coach account creation page

Click the Admin button in the upper left corner of your screen and navigate to the Coaches page:

On the right side of the screen, click the blue Create Account button:

Enter new coach information

After clicking Create Account, you will be navigated to the coach account creation page where you can fill out all of the new coach information. 

Be very careful to accurately enter information into this form as coaches may have access to PII and PHI through the Welkin portal.

Save the new coach account

Click the blue Save button to complete the creation of the new coach account.

View all coach accounts

Once the coach account has been saved, click on the Coaches button to be brought back to the Coach Accounts page. This is where you can view the names of all coaches and quick information about coaching load, account creation and activity, and account status. 

Clicking on a blue coach name will bring you to their coach profile where you can view their personal information, weekly schedule, and patient load.