Frequently Asked Questions
- How do I reset my password?
- How do I unlock a coach account?
- Why is the "Update Patient" button grayed out?
- Why is the secondary phone number for a patient being deleted, or the updated phone number being overwritten by the old one?
- How can I change a patient’s territory?
- Help! My page won't load
- Can you give me and/or another person access to a specific profile?
- How can I filter my inbox to see patients from a specific phase?
- I received a text message notification saying I had an unread SMS from a patient. When I logged into Welkin, I didn’t see any unread messages in my Unread Messages inbox. What happened?
- How are Perm Anniversary calls handled for regions that have anniversary-only TSS support?
- How often are Perm Anniversary calls scheduled?
- How often are Perm calls scheduled?
- Who are Trial follow-up calls scheduled for?
- If I move a patient to a Trial, I see there is a week of follow-up calls automatically scheduled. What happens if the patient stays in Trial for longer than a week?
- Why can't I assign a call or visit for a specific coach / why can't I see a specific patient?
- What is case coverage?
- A patient is in the perm phase, why don't I see the anniversary or follow-up calls scheduled?
- What do I do if I've uploaded an x-ray or other attachment to the wrong profile?
- How do I resolve duplicate patient profiles?