In this article, we'll walk through:
- The Inbox tab
- The All Patients tab
- Filtering your inbox
After reading this documentation, you will:
- Know how to navigate each of the tabs within the Welkin inbox and set inbox filters
Navigating the main inbox
The inbox is your home base. Unless you are an admin, it is the first screen that you will see when you log into your Welkin account. The inbox is made up of different categories of alerts that indicate that an action should be taken with a patient. You may 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, 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 no alerts of a particular type have been triggered then that category won’t be displayed in the inbox. 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 tab
In addition to the main Inbox tab, you will also see an All Patients tab.
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. The default columns shown are patient name, phase, and ID but you have the ability to hide any of these columns. You can also change the settings to display 10, 25, or 50 patients at a time and filter the list of patients based on phase or primary coach.
Filtering your inbox
Use the filters in your main Inbox, All Patients views to customize your own workflow and quickly search through patients in different groups. Selected filters do not persist once you navigate away from the page. To maintain a filter you have set in the Inbox or All Patient view, use the browser back button to navigate back to the Inbox or All Patient view rather than using the quick link in the breadcrumbs menu.