In the last lesson we walked through how to create a new patient in Welkin.
In this lesson, we'll walk through:
- The main Inbox tab
- The All Patients and Dashboards tabs
- Filtering your inbox
Let's get started!
Navigating the main inbox
The inbox is your home base. This is where you will see alerts for your inbound communications, daily tasks, scheduled appointments/calls/visits and follow-up needs. Depending on your configuration of Welkin, your role, and account permissions, your specific inbox categories will vary.
Alerts in your inbox may be automatically generated by the platform or manually generated by you or other users. To view the patient that is associated with an alert, simply click on their name in the inbox and you'll be taken to their profile. When you get to their profile, you'll see a message that will prompt you to take whatever necessary actions to address the alert.
If you don’t have any alerts for a particular category, that category won’t be displayed. If you have completed all alerts that need your attention, your inbox will be blank and show you a message that you are all done.
Navigating the All Patients and Dashboards tabs
In addition to the main Inbox tab, you will also see an All Patients tab and a Dashboards tab (configuration dependent).
Clicking on the All Patients tab will bring you to a list of all of the patients you have access to based on your account permissions. You can change the settings to display 10, 25, or 50 patients at a time.
If you have dashboards, clicking on the Dashboards tab will bring you to a list of patients that fall into that particular dashboard category. You will only see the patients that you have access to. Dashboards can be helpful in grouping or sorting a certain subset of patients.
Filtering your inbox
Use the filters in your main Inbox, All Patients and Dashboards views to customize your own workflow and quickly search through patients in different groups: