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Welkin Release Notes

Release notes: Version 2023.41.0

Release Date: Feb 26, 2024 – 1:00 AM PST (tentative)

New Functionality

Improvements and Bug Fixes

Release notes: Version 2023.40.0

Release Date: Feb 12, 2024 – 1:00 AM PST (tentative)

New Functionality

Release notes: Version 2023.39.0

Release Date: Jan 29, 2024 – 1:00 AM PST (tentative)

New Functionality

Improvements and Bug Fixes

Release notes: Version 2023.38.0

Release Date: Jan 15, 2024 – 1:00 AM PST (tentative)

Improvements and Bug Fixes

Release notes: Version 2023.37.0

Release Date: Jan 3, 2024 – 1:00 AM PST (tentative)

New Functionality

Improvements and Bug Fixes

Release notes: Version 2023.36.0

Release Date: Dec 18, 2023 – 1:00 AM PST (tentative)

New Functionality

Improvements and Bug Fixes

Release notes: Version 2023.35.0

Release Date: Dec 4, 2023 – 1:00 AM PST (tentative)

New Functionality

Improvements and Bug Fixes

Release notes: Version 2023.34.0

Release Date: Nov 20, 2023 – 1:00 AM PST (tentative)

New Functionality

Improvements and Bug Fixes

Release notes: Version 2023.33.0

Release Date: Nov 8, 2023 – 1:00 AM PST (tentative)

New Functionality

Improvements and Bug Fixes

Release notes: Version 2023.32.0

Release Date: Oct 23, 2023 – 1:00 AM PST (tentative)

New Functionality

Release notes: Version 2023.31.1

Release Date: Oct 9, 2023 – 1:00 AM PST (tentative)

New Functionality

Improvements and Bug Fixes

Release notes: Version 2023.30.1

Release Date: Sept 25, 2023 – 1:00 AM PST (tentative)

New Functionality

Improvements and Bug Fixes

Release notes: Version 2023.29.1

Release Date: Sept 11, 2023 – 1:00 AM PST (tentative)

New Functionality

WEL-7606 “I am on it”

Benefits:

How it works:

WEL-7606 Editing Completed Assessments

How it works:

Release notes: Version 2023.28.1

Release Date: Aug 28, 2023 – 1:00 AM PST (tentative)

New Functionality

Improvements and Bug Fixes

Release notes: Version 2023.27.1

Release Date: Aug 14, 2023 – 1:00 AM PST (tentative)

New Functionality

Improvements and Bug Fixes

Release notes: Version 2023.26.1

Release Date: Jul 31, 2023 – 1:00 AM PST (tentative)

New Functionality

Improvements and bug fixes

Release notes: Version 2023.25.1

Release Date: Jul 17, 2023 – 1:00 AM PST (tentative)

New Functionality

Improvements and bug fixes

Release notes: Version 2023.24.1

Release Date: Jul 3, 2023 – 1:00 AM PST (tentative)

New Functionality

Improvements and bug fixes

#Release notes: Version 2023.23.1**

Release Date: Jun 19, 2023 – 1:00 AM PST (tentative)

New Functionality

Improvements and bug fixes

Release notes: Version 2023.22.1

Release Date: Jun 5, 2023 – 1:00 AM PST (tentative)

New Functionality

Improvements and bug fixes

Release notes: Version 2023.21.1

Release Date: May 22, 2023 – 1:00 AM PST (tentative)

New Functionality

Improvements and bug fixes

Release notes: Version 2023.20.1

Release Date: May 10, 2023 – 1:00 AM PST (tentative)

New Functionality

Improvements and bug fixes

Release notes: Version 2023.19.1

Release Date: April 26, 2023 – 1:00 AM PST (tentative)

New Functionality

Improvements and bug fixes

Release notes: Version 2023.18.1

Release Date: April 10, 2023 – 1:00 AM PST (tentative)

New Functionality

Improvements and bug fixes

WEL-5263 (WS-1489) - “Territories of user and patient are not matched” error populates on Home Page if a user has an event with a mismatched patient. Fixed message display issue; now events related to a mismatched patient will not be displayed on the home page.

Release notes: Version 2023.17.1

Release Date: March 27, 2023 – 1:00 AM PST (tentative)

Improvements and bug fixes

Release notes: Version 2023.16.1

Release Date: March 13, 2023 – 1:00 AM PST (tentative)

New Functionality

Improvements and bug fixes

Release notes: Version 2023.15.1

Release Date : Feb 27, 2023 – 1:00 AM PST (tentative)

New Functionality

Improvements and bug fixes

Release notes: Version 2023.14.1

Release Date : Feb 13, 2023 – 1:00 AM PST (tentative)

New Functionality

WEL-6502 - Support of AUS and UAE phone numbers. With the release it’s now possible to enter Australian (+61 x xxxx xxxx) and United Arab Emirates (+971 x xxx xxxx) phone formats for users and patients.

Improvements and bug fixes

Release notes: Version 2023.13.1

Release Date : Jan 30, 2023 – 1:00 AM PST (tentative)

New Functionality

Improvements and bug fixes

Release notes: Version 2023.12.1

Release Date : Jan 17, 2023 – 1:00 AM PST (tentative)

New Functionality

Improvements and bug fixes

Release notes: Version 2022.11.1

Release Date : Dec 22, 2022 – 1:00 AM PST

New Functionality

Improvements and bug fixes

Release Date : Dec 11, 2022 – 11:00 PM PST

New Functionality

Improvements and bug fixes

Hotfix Release notes: Version 2022.9.1.1

Release Date : Nov 22, 2022 – 1:00 AM PST

Improvements and bug fixes

Release notes: Version 2022.9.1

Release Date : Nov 18, 2022 – 1:00 AM PST

New Functionality

If the form was completed by the user, then the variables will be replaced with the user’s data in the PDF file. If the assessment was completed by the patient, then the patient’s data will be displayed (this situation is possible if the PFA link was sent to the patient, and the form being filled out had the autocomplete setting). Please keep in mind that the and values ​​can only be set by the user and cannot be filled in for the patient.

Improvements and bug fixes

Hotfix Release notes: Version 2022.8.2.1

Release Date : Nov 14, 2022 – 1:00 AM PST

Bug fixes

WEL-6097 (WS-1741, WS-1743, WS-1772, WS-1782) - This hotfix release fixed an issue that was blocking the successful completion of assessments. The problem arose with checkbox and radiobutton fields. The fields did not save the selected value, and therefore the data was not saved or it was impossible to complete the assessment, with required fields.

Release notes: Version 2022.8.1

Release Date : Oct 27, 2022 – 1:00 AM PST

Please note that this list is not final and is subject to change.

New Functionality

Improvements and bug fixes

International (WhatsApp)

Upcoming Release notes: Version 2022.7.3.4

Release Date : Sep 23, 2022

Please note that the list is not final and is subject to change.

New Functionality

Improvements and bug fixes

International

Hotfix Release notes: Version 2022.7.3.3

Release Date : Sep 8, 2022

Improvements and bug fixes

Hotfix Release notes: Version 2022.7.3.1

Release Date : Sep 1, 2022

New Functionality

Improvements and bug fixes

International

Release notes: Version 2022.7.3

Release Date : Aug 24th, 2022

Please note that the list is not final and is subject to change.

New Functionality

Improvements and bug fixes

Release notes: Version 2022.7.2.3

Date : Aug 4th, 2022

This is hotfix

Care Portal.

API

Release notes: Version 2022.7.2.2

Date : July 29th, 2022

This is a hotfix release and it addresses critical bugs in encounters, policies & assessments.

Care

Designer

With this change, we will make a migration to keep policies which have been set previously. If encounter permissions had the ‘Create’ policy, we have migrated it to ‘Create encounter’ and ‘Move to Planned’ policy. If encounter had no ‘Create’ policy we have not selected ‘Create encounter’ or ‘Move to Planned’ policies. Please update your permissions post release as appropriate.

APIs

Release notes - Version 2022.7.1

Date: July 8th, 2022

Care

Admin

Release notes - Version 2022.6.6

Date: June 24, 2022

New Features Callout

Patient Facing Assessments (PFA), Folders and Branding - WEL-4452

This feature was based on customer feedback, and we encourage you to provide more feedback on how can we improve it

In the new release, Welkin upgraded its PFA capabilities. Assessments can now be organized into PFA Folders. Each folder can be sent to a patient using message template and allows the patient to fill multiple assessments within the folder.

Each Assessment within the folder, can support multiple statuses, to reflect better patient interactions. Statuses are visible in Care on the patient assessment layout:

  1. New - indicates that assessment has been sent but the patient hasn’t answered any questions yet
  2. In Progress - indicates that patient has started working on assessment but hasn’t completed it yet (same state as previously existed)
  3. Submitted - indicates that patient has completed working on assessment
  4. Expired - this is a special status, indicating that assessment link has expired and cannot be worked on by the patient anymore
  5. Completed - this is the final state, no more changes are possible at this point (same state as previously existed)

What is the difference between Submitted and Completed?

When assessment is in status Submitted, it allows one that has enough permissions to review and Complete it. It is useful to do so when a patient doesn’t answer questions, or wants to change the answers while talking to a Welkin user.

Completed on the other hand, is a final state that triggers copy to custom data types associated with the assessment

Branding:

PFA folder now supports branding. In the Designer, our users can customize color scheme, logo, and favicon. The goal is to allow our customers to modify PFA to look and feel in native colors vs welkin color scheme

In addition, customers can use Welcome and Conclusion pages (optionally) for providing patients with additional instructions and thank you notes, or extra customization for other needs

In the subsequent releases, we will include several UI/UX improvements, updates to Security Policies on Assessments and automation improvements

Custom Patient Profile WEL-5032

This release contains a fundamental improvement for Patient Profile. Our customers can now add fields directly to patients in addition to existing methods of adding fields to the CDT.

In addition, Top Info section has more configuration options and changed behavior, by allowing you to specify number of visible fields vs showing everything

The benefits of choosing this modeling tactics, will allow customers to define their Patient Create / Edit screens in addition to defining Patient List columns (to be released soon).

Of course, similarly to our previous recommendations, we suggest discussing modeling with Welkin Implementation team, since its typically affecting how your API and Data will work and will look like

International DateTime - WEL-5051

In order to better support datetime across time zones (and in support of our international customers) the team developed datetime component that operates based on the user locale. Locale can be set up in Admin or Care, and will dictate how date and time are displayed

International Phone Number - WEL-5052

In this release, Welkin has started adding support for international phone numbers. Customers can start adding phone numbers for patients outside the US

This is an opportunistic feature, meaning that we add support to a new country by requests and as of today, only the USA and Singapore were added to the support list. Please let us know if more countries are needed

Designer JSON Viewer - WEL-5205

To improve performance and memory footprint of designer, we had to make some modifications to JSON viewerL

  1. The viewer is hidden by default and presents itself on a button click (CDT View, top right)
  2. Viewer is read only and does not refresh automatically - a button is added for that

We resolved the limitation of List field (changing order of values in a list field, that previously was only possible to do in the JSON viewer) and it’s now possible to do that in our UI

Note: The future of JSON viewer depends on our customers, if that feature is something that you like, please let us know.

Notification UX - WEL-4332

We implemented changes to Notification UX (drawer) in Care, to support archiving of one notification at a time (vs bulk). This means that single archive button will only archive one notification and archive all will act on all The option of “archive all older than current” that previously existed, was now removed

International - WhatsApp support - WEL-4814

To support our International customers, we have added support to whatsapp. Customers can start WhatsApp conversations, send and receive messages, attachments and use templates

Note: This feature requires configuration on Welkin side and not available out of the box to anyone, due to nature of such chat integration If you are interested in trying it out and eligible from compliance perspective, please reach out to your CSM

Phone Capabilities - WEL-5071

Each phone number in Welkin, has a list of associated capabilities. Using that list, customers can tag a phone number (Voice, SMS, MMS). Once tagged, Comm Center will help users understand that SMS cannot be sent to a number that does not have such capability for example, and will help our customers to increase success rate of different communication channels

Note: Some UX changes and improvements to Comm Center, are going to be released in next releases

Automation - WEL-5134

Two improvements in this release:

  1. Encounter creation action now includes ability to specify Care team (Point of Contact or Role) to better target correct audience
  2. New Condition on Patient to test for Care Team (or Point of Contact) - to help identify situations when patients have no active care team members or point of contact

Care

Designer

Admin

Known Issues:

Release notes - Version 2022.5.6

Date: May 28, 2022

New Features Callout

Attachments in Message Templates - WEL-4449

With this release, customers can add attachments to messages in the Designer. Once attachment is added, it will appear during message composition, and can be removed if needed

Care

Designer

N/A

Admin

Known Issues:

Release notes - Version 2022.5.4

Date: May 17, 2022

Care

Designer

N/A

Admin

Known Issues:

Release notes - Version 2022.5.3

Date: May 15, 2022

New Features Callout

Delete Patient - Right to be forgotten - WEL-4871

Starting with this release, Welkin allows patient deletion. This feature is meant to support compliance use cases of right to be forgotten. In order to enable it, please enable “delete” permission on a patient in Designer. The option is only available from the patient list menu (not available in patient profile view nor by API)

Comm Center - Email Draft Improvements - WEL-4077

Several changes are coming out with the release of this feature.

Scheduling drafts can be based on chosen date/time or based on cadence that is set with the patient

User Provisioning - WEL-4944

In order to help our customers onboard users programatically, we are making user provision api available to api clients. There are certain limitations to the feature, due to the sensitive nature of user provisioning using api.

Profiles: New Data Views - WEL-4083

This release adds more flexibility to the profiles configuration.

Patient List Improvements - WEL-4978

Further improvements to Patient List is adding to usability of the widget

Encounters Delivery Method - WEL-4386

In this release, encounter delivery method can be set in the Designer on encounter template. Once set, it would be shown in Care and will be utilized in Automation. Delivery method can be updated at any time in Care, if set incorrectly

Phone Tree Log improvements - WEL-4968 and WEL-4834

Few improvements to phone tree feature in this release

Autocomplete Program - WEL-4913

Minor but useful feature was added to programs, allowing customers to indicate “Autocomplete” on a Final Phase in a program. If that flag is set, moving patient to final phase will also complete the program and set it to Finish

Error and Info messages UX- WEL-4758

Improved UX of error and info messages across Care, Admin and Designer applications

Care

Designer

Admin

Known Issues:

Release notes - Version 2022.4.5.2

Date: April 20, 2022

Minor Improvements Callout

Care

Designer

Admin

Known Issues:

N/A

Release notes - Version 2022.4.2

Date: April 08, 2022

New Features Callout

New User interface for file upload in Comm center - WEL-3707

Upload attachments user interface in comm center was replaced with a new UI. The new UI is easier to use, including detailed preview and ability to select documents and upload attachments within same seamless interaction

Care

Designer

N/A

Admin

Known Issues:

Release notes - Version 2022.4.1

Date: April 01, 2022

Care

Designer

N/A

Admin

Known Issues:

Release notes - Version 2022.3.7

Date: March 28, 2022

Care

Designer

N/A

Admin

N/A

Known Issues:

Release notes - Version 2022.3.6

Date: March 25, 2022

New Features Callout

New Tasks Layout and Updates to Task List - WEL-4579

In this release, we upgraded Tasks functionality to support new use cases and new UI.

  1. A new default Task layout is now available in Designer. Customers can add Tasks to patient view, similar to other default layouts. This layout will offer a filtered version to all tasks for this patient and filter capabilities, by Assignee, Dates and other fields
  2. New filters are introduced, including ability to filter tasks by certain template (or by Custom Task)
  3. User tasks view will now offer a view to see tasks of any users, with a preset default to the current logged in User. It will allow one to locate tasks for assignees that may no longer be with the company or need help reassigning the tasks
  4. Convenient “Clear All” button removes all filters
  5. Sorting by clicking on column name in the Task List is now available. The sort will perform a sort within each section (Todo, In Progress and Completed), and will allow users to see each section independently without intermixing different statuses

Updates to Task drawer

  1. UI changes - added Updated by field and moved both Created and Updated fields to the top of the drawer
  2. When a new task is created without a patient, updating it from the drawer will allow one to assign the patient. Similar to the past behavior, once patient is assigned, they cannot be changed
  3. “Save & Clone” button has been added to replace the checkbox. Convenient for customers who create many tasks for different patient at the same time. The behavior was updated as well, clicking on Save & Clone will preserve all data in the tasks, besides a Patient and Comments, allow fast creation of similar tasks for all the patients

Automation - New Triggers, Conditions - WEL-4579

This release contains a new batch of different automation triggers and conditions, allowing our customers to automate even more use cases

New Triggers

  1. Task is completed (new set of all triggers for tasks is available, to represent each state)
  2. Point of contact changed
  3. Care Team updated
  4. Encounter Updated

New Conditions:

  1. On SMS receive, perform a text match (case sensitive and insensitive options are available)
  2. Condition to check if patient is in Territory or Region
  3. Condition to check for Text and Text Area fields being Null or NotNull

Couple of sample use cases that can be used by our customers:

  1. On sms receive, look up for keyword and generate task, notification or email to the user to take some action
  2. On task complete (of certain template) generate a new task (of a different template) - allows one to chain tasks, one after another
  3. When executing some action, customers can check if a patient is in a certain Territory or in certain Program, allowing applying a different types of automation from the same trigger based on different location of program assignment

Change User’s Email - WEL-4710

This is to address one of the customer’s requests to change the user’s email address. Once email address is updated, the system will send notification to the old email address (informing of update), trigger password reset to the new address and inform tenant owner of such a change

Terminology Panel - WEL-4417

With this release, we start allowing our customers to modify some core concepts in Welkin UI, to match customers own terminology. The most popular use case, about 50% or our customers do not actually use the word Patient, but something else. With the release, the word patient can be replaced with a different term. To use that feature, override default terminology in Designer (or create a brand new one) and have users use it, from their Profile page by choosing display language

Note: This is an experimental feature, completely based on our customers requests, currently in Alpha. Please reach out with any feedback or wish list about this feature. We will only know how well it fits your need based on the feedback

Webhook Management

In order to improve Webhook management a bit, we are splitting webhook functionality into two different areas.

  1. Webhooks are still created in the designer, however one can only provide name and title
  2. Once deployed, webhooks can be found in Admin under Integrations -> Webhooks.

The webhooks in Admin would be Inactive by default, and would have to be supplied with URL (other parameters can be added as well) before activation

Note: Designer UI has been disabled and to provide these values, is now read only, and all current values have been migrated. In the next releases, we will clean up the designer UI as well

Granular Email Status - WEL-4424

In this release, we added a new feature that will propagate detail email status back to Care

New email statuses will support, Opened, Clicked and Failed.

There are some restrictions on how Opened and Clicked can work, depending on the end user(patient) email server (can be fully blocked), specific user setup and the sender domain,but in general, if the email was Opened by the patient the status will become Open, if the email contains a link and the link was clicked, the status will be Clicked, and Failure will be presented if we cannot deliver the email. Combined, under reasonable circumstances, should provide our customers with enough visibility into each and every email that is being sent from Welkin

Profiles - New Data View structures - WEL-4357

With the Profiles features being heavily used in Welkin, we have updated Data Views in the designer, to support profiles but also offer more reach functionality. Generally speaking, fields can be placed in different layouts in in different rows, they can be combined to show one or more profile fields and will allow profiles to be hyperlinked from the CDT view. The UX in designer was completely updated not only to support this functionality but also to comply with our latest styling guide

Care

Designer

Admin

Known Issues:

Release notes - Version 2022.3.2

Date: March 5, 2022

New Features Callout

Export API: WEL-4440 This release introduces additions to Export API for Assessment Records, Encounters, Encounter dispositions and comments. It also adds to Export policies in Designer Please review updated api docs at https://developers.welkinhealth.com/#export

Automation Targets: WEL-4562 With this release, customers can disable automation in Designer, without deleting it. Its useful in cases of debugging your Welkin configuration, also when you want to temporarily stop automation during data loads or similar activity

Care

Designer

Admin

Release notes - Version 2022.2.5

Date: February 23, 2022

New Features Callout

Patient List: WEL-3630

Patients view has been updated to better UX experience. Filters, columns are now aligned to the new mockups and new structure of UX Search, filters have new UX control, defaults to current logged in member This is a first update to patients list, in the next releases we will be introducing a new My Patients view, that is tailored for Care team members with a predefined filter set

Configurable Patient View: WEL-4344

With this release, Patient View (on a patient profile, above Action Bar) is now a configurable feature.

Navigate to the Top Info menu in the Designer, pick and choose what fields are visible. Note: All the fields would be available in the profile however non visible fields would be hidden under “More Info”

Automation Targets: WEL-4221

Two new features

  1. In this release, we allow automation to go beyond the care team, to “All users with role”. This automation, allows for cross functional workflow, that can unlock new organizational processes. For example, one can create automation with a trigger on Assessment Completed and route notification to a role “Scheduling Assistant” that is not necessarily present on the care team
  2. Automation triggers now offer more details, by allowing one to use Phase Started and Phase Ended events. This offers more granularity in configuring different use cases that need to happen when a patient enters a phase and a patient exists a phase. Good example is to send a Welcome email when a patient entered the Eligible phase in a program, or Congratulations SMS when a Patient has completed Graduated phase.

Care

Designer

Admin

Known Issues

  1. Automation: When using Task or Notification as an action, and selecting a specific Role, the first user in that role in a care team is being chosen for assignment, contrary to the original intent, of selecting a random user in that role
  2. Automation Target: Triggering an event on a patient without a care team is failing. It going to be fixed in a next release
  3. Patient List: minor UX issues
  4. Patient Top Info: minor UX issues

Deprecation Notice

To simplify automation, we removed “Encounter Deposition Created Event” as a trigger in Automation, since its a single record CDT and that event is managed by the system

Special Note

With the upcoming release, we are making a non-impactful change to use a dedicated webhook per tenant/environment, for the comm center. The change will make it easier for us to monitor failures and introducing a prep infra to consume new events (clicked and delivered) for email messages

Release notes - Version 2022.2.1

Date: February 4, 2022

New Features Callout

Unrecognized Communications: WEL-4175

In this release, unrecognized communication will show if the call has an associated call recording. Welkin users would be able to listen to the recording before deciding to attach a call

Patient Model: WEL-4175

With the latest updates to patient model, MRN is now displayed in global search (if not empty) and the secondary email field is now available to our customers. Customers can now use secondary email to communicate to a patient and it’s also included in matching unrecognized communications

Automation: WEL-4137

New events are now supported by automation. Our customers can now configure automation on incoming SMS and Email. That opens a new set of use cases such as generating custom notification, invoking webhooks or sending users sms or email when patient email arrives.

We thank our customers that worked with us in defining such use cases!

Assessments: WEL-4273

New functionality is added to conditions on assessments. Our customers can now set visibility on forms using values from arbitrary CDT. With the release, customers can capture information in a CDT and build a dependency in subsequent forms as a result

Care

Designer

Admin

N/A

Known issues

N/A

Release notes - Version 2022.1.8

Date: January 28, 2022

New Features Callout

Patient Edit: New Fields - WEL-4186

In this release, several new features were added to patient edit and patient summary fields

  1. Secondary Phone
  2. Secondary Email
  3. Patient Summary enhanced view

Welkin customers can now add secondary phone and secondary email to each patient profile In addition, Comm center will allow sending messages, emails and performing phone calls to both primary and secondary fields. Welkin will also consider secondary fields when performing a match on incoming communications

Calendar Suggestions: WEL-3833

Several improvements were made to the calendar, to help scheduling meetings/encounters

  1. Ability to create multiple meetings at once
  2. Indicate when a meeting is being scheduled on a conflict
  3. Indicate when a meeting is being scheduled outside of work hours
  4. Show timezones for scheduling an event
  5. Updated styling to match general guidelines

Automation: WEL-4209

Few additions to Welkin automation. We continue investing into reducing notification fatigue. Customers can now tailor notifications by different methods to execution of important automation, and reduce overall notifications in Welkin to reduce stress on providers With this release, customers can add new actions to automation:

  1. SMS to Users - Allows Welkin users to be notified when important automation has been executed using SMS
  2. Email to Users - Allows Welkin users to be notified when important automation has been executed using Email Both features support free text or Email/SMS templates
  3. Support multiple Roles notification
  4. Custom notification - Notification with custom text on important events
  5. Create Email draft - the draft can now be created without priority and will allow users to customize it in Care and send manually
  6. Create SMS draft –the draft can now be created without priority and will allow users to customize it in Care and send manually

Analytics:

Customers that use Sisense analytics, can now launch Sisense using out of the box Action Button. Note: Sisense setup and reports must be done prior and separately. Talk to your CSM about a demo

Encounters:

Few improvements to Encounters in this release:

  1. Color picker - is now part of the Encounter template. Allows Welkin customers to select color coding by default. Can be changed in Care later by the Users
  2. Instructions field - is not located more conveniently on the page
  3. Encounters view on Patient profile now support “All Time” filter, that is also a default and will show all Patients encounters
  4. Encounters can be created from Patient profile using new Action Bar button, with prepopulated patient - makes it easier create on the fly encounter without extra navigation

Communication Center:

  1. New file types are now supported by the communication center. Customer can send/receive emails with DOC and DOCX files as attachments
  2. SMS Dialog mode is introduced. In addition to table view, customers can now see SMS conversation in a traditional conversation mode, similar to chat

Care

Designer

Admin

Known issues

There are several known issues, that would be fixed in next releases:

  1. Custom Notifications: Text is not displayed correctly in Care
  2. SMS Dialog: issue with rendering attachments, inaccurate initials of the sender are present, refresh button does not function correctly

Release notes - Version 2022.1.1

Date: January 14, 2021

Care

Designer

Admin

API

Known issues

Release notes - Version 2021.12.11

Date: December 23, 2021

New Features Callout

Expiration dates configurable on PFA: WEL-3981

With this feature release, customers can configure expiration dates for Patient Facing Assessments.

  1. Navigate to Admin -> Security Settings -> General
  2. Select any number of days between 2 and 30 for PFA link to be valid

Configurable User Navigation Menu: WEL-4023

With this release, Welkin is enhancing role level customization. For each role, customers will now be able to configure User Navigation Menu (left green bar in Care) by assigning menu items for specific roles and removing items for roles that they are not relevant for. For example, customers can completely hide Tasks or Home page, if their implementation does not need such items for certain or all roles

New Roles UI in Designer: WEL-4022

New User Interface for Roles in the designer. With that release, each role will display in a read only mode all the security policies that are attached to it and will display what User Navigation Menu items are available for each role

New Security Policy UI in Designer: WEL-3825

New User Interface for Security Policies in the designer.To further simplify working with security policies, new user interface is introduced. At this point, its UX improvement without any fundamental functional changes. New user interface is part of a new pattern of interfaces that our team continues to work on, to make Designer as intuitive as possible.

New layouts UI in Designer: WEL-4081

New User Interface for Layouts in the designer, will make it easier for customers to visualize how components will be placed on the layouts.

Everything Else

Care

Designer

Admin

Known issues

N/A

Release notes - Version 2021.12.5

Date: December 10, 2021

Care

Designer

Admin

N/A

Known issues

N/A

Release notes - Version 2021.12.4

Date: December 8, 2021

New Features Callout

Designer: Add default button for “New Encounter” to the action bar. New action bar button allows instant creation of encounter from any patient layout as a convenience method

Docusign Integration: Send documents for signature using SMS. In this release, customers that enabled SMS delivery on their docusign account, can now send from welkin documents for signature using SMS. The sms will be delivered directly from docusign and can be opened and signed on mobile device. New SMS configuration option is now available in the designer for docusign templates

API Client: with Other Team Member Events permission, api client can modify the host of the event to a different user

Everything Else

Care

Designer

Admin

Known issues

N/A

Release notes - Version 2021.12.2

Date: December 3, 2021

New Features Callout

Everything Else

Care

Designer

Admin

Known issues

N/A

Release notes - Version 2021.11.10

Date: November 17, 2021

New Features Callout

Everything Else

Care

Designer

N/A

Admin

N/A

Release notes - Version 2021.11.8

Date: November 10, 2021

New Features Callout

Home Page: Missed recognized calls, will now appear in New and Unread Communications widget on the home page

Everything Else

Care

Designer

Admin

N/A

Known issues

Some customers may experience an issue with docusign integration. Two known issues right now:

  1. Signed document is not visible in Welkin
  2. Document cannot be sent out

Both are being investigated at this point

Release notes - Version 2021.11.5

Date: November 05, 2021

New Features Callout

New Encounters and Calendars UI

This feature is a result of customer feedback that we recieved over last quarter. It features a redesigned Encounters UI, Events UI, API, filters and other capabilities.

Some of the new capabilities include:

Profiles

In the new release, Welkin supports a concept of Profile. Profile is a new core entity, that can be defined and configured in the designer and can be used to relate to patients. Typical use cases of profiles include representation of Family Members, Hospitals, Physicians that provide support to the patients but not necessarily have direct access to Welkin platform.

With this powerfull features, customers can manage multiple lists of profiles, associate profile records with patients (using our flexieble CDT model) and fully customize the experience

Profile records can participate in the Assessments as well, as a response to a question. As usual, profiles will require a security policy configuration

This is the first release of Profiles and there would be subsequent releases with enhaced functionalities in the near future

Assessments: Using conditions to hide and show required questions

Welkin Platform offers two levels of required fields. CDT level will ensure data consistency and is enforced through the API. Another level is an assessment level. With that feature release, required questions can be validated in the UI on the assessment level, and as a result can participate in conditional show/hide functionality. In order for the feature to function properly, the underlying CDT cannot have required fields and the validation will only work in the assessments user interface

Assessments: Using CDT variables in the assessments questions.

This feature allows one to use values from a CDT in order to form questions in the Assessments. Using Welkin variable builder, one can refer to values previously collected in order to present dynamically created question. Welkin will also persist the questions with resolved values (values to the moment of finalized questions) in order to maintain integrity for presentation of the values over time

Assessments: Addition of Contains operator

This feature enhances Welkin’s list of supported operators, and allows one to use Contains for multi select lists for condition evaluation in the assessments

Assessments: Scoring of fractions

Another improvement in Assessments mechanism, we allow scoring of fractions within our built in it scoring mechanisms

New Automation

This release includes a new user interface in Automation UI in Designer. It offers a simpler and more intuitive way to configure automation. This feature was based of customer feedback and was built in collaboration with many of our customers. Feel free to reach out for more suggestions on improvements

Message Templates improvements

Now, you can use Encounter Variables within the message template (sms/email/chat) messages. The variables, will resolve in runtime, similar to the currently available variables

Phone Tree

Phone tree capabilities now include Users language (Primary and Secondary languages in the User Attributes), honoring the working hours system and a signal while the call is being connected

Care UX Updates

Clicking on Tasks and Programs will open a drawer (similar to assessments and CDT) and will offer similar UX interaction for consistency

Everything Else

Care

Designer

Admin

Important Callout

Designer will start enforcing Regions/Territories consistency checks. It will prevent one from deleting territories if there are patients assigned to them

Release notes - Version 2021.10.1

Date: October 03, 2021

New Features Callout

Designer: Webhook: Add a list of standard headers to support webhook integration

Care: Comm Center: Rich text editor is now supported on New Email. Similar to HTML Template in designer the email created in rich text format will be converted to html (in a closest possible style) and sent out to the patients

Everything Else

Care

Designer

Admin

Important Callout

We ask all our users that use Work Hours feature to review their work hours for correctness and update if necessary

Release notes - Version 2021.9.4

Date: September 22, 2021

New Features Callout

Editing HTML templates: When editing HTML template in Care, Rich text editor is now supported. The editor, will convert the message to HTML and will send it to the patient. At this point, only editing HTML templates is available, composition will be released in subsequent releases

Timezones: Welkin reduced the list of timezones to a smaller and more manageable list of timezones. The goal is to simplify the lists and make it easier for our customers to use.

{ label: 'Atlantic', value: 'Atlantic/Bermuda' },
{ label: 'Eastern', value: 'US/Eastern' },
{ label: 'Central', value: 'US/Central' },
{ label: 'Mountain', value: 'US/Mountain' },
{ label: 'Pacific', value: 'US/Pacific' },
{ label: 'Alaska', value: 'US/Alaska' },
{ label: 'Aleutian', value: 'US/Aleutian' },
{ label: 'Hawaii', value: 'US/Hawaii' },
{ label: 'Western European', value: 'WET' },
{ label: 'Central European', value: 'CET' },
{ label: 'Eastern European', value: 'EET' }

Admin: New UX for Custom attributes, to make it user friendly

Everything Else

Care

Designer

Admin

Release notes - Version 2021.9.3

Date: September 10, 2021

New Features Callout

New Automation: New Triggers and Actions for Encounters

Programs and Phases: In this release, new UX and new Features for Programs, including:

  1. Transition History
  2. Order of Phases
  3. New User interfaces in Designer and Care
  4. Support for multiple finishing phases in each program
    • WEL-3191
    • WEL-3190
    • WEL-3189
    • WEL-3187
    • WEL-3186
    • WEL-3184
    • WEL-3195
    • WEL-2890

User Attributes: Support for Dictionaries on User Attributes

eRx Integration: Enhancement to eRx integration: Out of the box Action Bar button and redirect improvement

Everything Else

Care

Designer

Admin

Release notes - Version 2021.8.5

Date: August 20, 2021

New Features Callout

Custom User Attributes: Our customers are now empowered to define custom user attributes The feature, configurable from Admin, allows customers to define custom user fields (similar to patient CDT) that would be shown on User Profile in Care. With that, customers are able to tailor user information to their business needs and processes.

New Automation: Automation Triggers for Calendar events is now available. Allows our customers to use Welkin powerful automation to be triggered of Calendar events (create, updated, deleted)

New Data Export formats: Allows our customer to export data in JSON format (API Clients only) for easy consumption by different external systems

New Security Settings: Customers are now able to configure password requirements (in Admin). In addition, OneLogin and PingIdentity SSO providers were added to our supported list

Seats and Licenses: Welkin has introduced a seat model. This model will simplify understanding how many seats are used by customers and will avoid uneccessary charges for invited but not active users The feature will require every active user or api client that is using the system to have a seat associated with them it will also indicate number of agreed environments and other integreations

Important: To avoid any service disruptions,Welkin currently does not enforce the feature. Please reach out to your CSM for further setup and timelines to enablement

Everything Else

Care

Designer

Admin

Release notes - Version 2021.8.1

Date: August 09, 2021

New Features Callout

Labs Integration with Health Gorilla. As announced earlier today, Welkin now has support for Labs integration with our partnership with Health Gorilla. This integration allows our customers to order labs and see the results from a patient profile in Welkin

New and Improved User interface for Communication Center. Based on customer feedback we made several improvments on Communication Center setup in Admin and in Care. It includes usability issues and prettier UI

Formula Fields in CDT allows customers to created formulas based on other fields in CDT It can offer an alternative to scoring without using assessment, and enables other computations as needed

New Notifications User Interface Design. Based on customers feedback, we made it better

New Action Buttons and Layout for Communication Center offers new ways to configure access to communication center, by enabling prepacked layout (assign it to role) or using new action bar button for quick “New Email”, “New SMS”, “New Chat” and “New Phone” features

Everything Else

Care

Designer

Admin

Release notes - Version 2021.7.10

Date: July 22, 2021

New Features Callout

Enable configuration in designer to hide and show read-only questions on assessments in Care

Ability to create HTML templates in Designer and render in Care, allowing to send html styled emails to patients and support read only fields in html mode

Enable seemless integration for eRX with DrFirst

Add new widget to Insights Communications to support Unrecognized Phone calls

Ability to send notifications to Welkin users via SMS and Email

Extending Automation to support trigger based of different conditions Enabling Automation to trigger of Encounters create/open/finalized

Menu search in Designer

Better UI in Admin to support different configurations and phone calls

Everything Else

Care

Designer

Admin

Release notes - Version 2021.6.6.2

Date: July 1, 2021

Care

Designer

Admin

General:

Welkin released SSO and MFA support. SSO supported providers are Okta, Auth0, Azure and Google. MFA supported method is SMS. Navigate to Admin->Security section for further instructions.

Release notes - Version 2021.6.5.2

Date: June 25, 2021

Care

Designer

Admin

System

Release notes - Version 2021.6.4.2

Date: June 18, 2021

Care

Calendar

Encounters

Comms Center

Insights

Home Page

Other Issues

We continue executing on 2FA and SSO, following items as preparation for rollout are released

Designer

Admin

API Clients

API clients section went through User Interface changes to adopt look and feel of Users section. In addition, the following issues were addressed:

In addition, several other features/bug fixes were completed

We continue executing on 2FA and SSO, following items as preparation for rollout are released