In the last lesson we explored the inbox view. In this lesson, we'll explore the patient profile view.
In this lesson, we'll walk through:
- The timeline
- The sidebar
- The conversation panel
- The action bar
- The care plan
- Alerts and reminders
- Editing patient information
The patient profile is where all of a patient's medical information, communications, and interaction history is stored. This is also where you will see their program curriculum and workflow prompts that correspond to inbox alerts.
Let's get started!
The timeline is a reverse chronological record of all past patient communications, assessments, notes, phase changes, and other workflow related events.
The full list of events that can appear in the timeline will vary based on your configuration.
You can star events that are important to be aware of, or filter for certain events. Timeline filters are located at the top of the timeline.
You can also toggle between patient and primary coach time zones by clicking on any date/timestamp to the left of the timeline events:
The sidebar is where at-a-glance information relevant to the patient is displayed.
The sidebar contains information that may have been pre-populated as part of the program set up, and some sidebar modules can be edited by the user to keep patient information up-to-date throughout their progress in the program.
The sidebar modules that appear in Welkin are dependent on your configuration:
The conversation panel
The conversation panel is where all past SMS and email conversation history is displayed. When you click on a conversation, the full history will expand and display in the main section of the profile where the timeline usually shows up:
The action bar
The action bar is located above the sidebar. Each icon corresponds to an action that you can take with a patient. The actions available to you will vary based on your configuration:
The care plan
The care plan is located above the timeline. Care plans are multi-step to-do lists that are organized by problem or focus area. Each care plan contains different tasks that relate to the focus area. As you work through the tasks, you can mark them complete to track your progress.
Care plans may be generated automatically by the system or manually created by the user depending on your configuration. We'll take a more in-depth look at care plans in Lesson 8:
Prompts and reminders
The section for prompts and upcoming reminders is located above the care plan. Prompts contain workflows that correspond to inbox alerts. For example, if your inbox contains an alert for an upcoming call with a patient, there will be a corresponding call prompt in that patient's profile with all of the steps you need to complete during the call. The types of prompts that appear will vary based on your configuration, but may include things like call or assessment flows.
Upcoming reminders will vary based on your configuration, but may include things like scheduled tasks, clinic visits, or calls.
You have the option to cancel or edit these events directly from the alert or reminder:
Editing patient information
To edit a patient's basic information, contact information, or communication consent preferences or to assign to the patient a new or different primary coach, click the blue Edit button in the upper right corner of the patient info section in the right sidebar:
This will take you to the edit profile page. After making your edits, be sure to click the blue Update Patient Info button to save your changes.