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features
design
support

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Description

Enhance engagement and streamline automation throughout every phase of the customer journey. Transition from conventional CRM systems to a comprehensive, journey-focused customer engagement platform. Whether seeking a replacement for your existing system or aiming to expand and strengthen your current setup, Pega is here to assist you. The effectiveness of your agents is crucial to achieving success. Ensure your team remains connected, efficient, and productive, no matter their location. Customers desire to feel valued and cared for; deliver them proactive, tailored, and seamless experiences across all channels. In today’s competitive landscape, comprehensive capabilities are essential. Reduce expenses and maximize your channel effectiveness through intelligent automation and efficient case management. Facilitate the connection and automation of tasks across teams and systems to expedite the resolution of customer inquiries. Pega’s AI-driven case management adjusts to various customer service needs, while pre-established microjourneys, based on industry best practices, serve as quick-start templates. This enables you to launch initiatives promptly and efficiently.

Description

Welkin is crafted to enhance care coordination by ensuring that the appropriate team member addresses patient needs throughout every stage of their journey. By offering your team members smooth transitions and a tailored experience for each patient they assist, we enable a more personalized approach to care. The full automation of any program not only boosts patient engagement but also reduces the burden of tasks, allowing for a seamless transition to the next phase of care. By outlining processes and escalation protocols that are based on specific outcomes or conditions, your team can focus on what truly matters – providing quality care. It is essential to establish escalation pathways for events requiring monitoring, such as adverse incidents, out-of-range results, particular patient reactions, or insufficient engagement. Moreover, the system can automate internal notifications or initiate emails and SMS alerts to care team members in response to specific actions or inactions, as well as for upcoming or missed appointments. This comprehensive approach ensures that no critical detail is overlooked in the patient care continuum.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ABBYY Mobile Capture Yes 
Capgemini Intelligent Automation Platform Yes 
ClearProcess Yes 
CognitiveScale Cortex AI Yes 
Diabolocom Yes 
Documaster Yes 
Google Cloud Anti Money Laundering AI Yes 
HintEd Yes 
LinkedIn Sales Navigator Yes 
Medsender No 
OneSpan Identity Verification Yes 
Perfect Doc Studio Yes 
Quavo Yes 
Sales Robots Yes 
Syntasa Yes 

Integrations

ABBYY Mobile Capture No 
Capgemini Intelligent Automation Platform No 
ClearProcess No 
CognitiveScale Cortex AI No 
Diabolocom No 
Documaster No 
Google Cloud Anti Money Laundering AI No 
HintEd No 
LinkedIn Sales Navigator No 
Medsender Yes 
OneSpan Identity Verification No 
Perfect Doc Studio No 
Quavo No 
Sales Robots No 
Syntasa No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Pegasystems

Founded

1983

Country

United States

Website

www.pega.com/es/products/crm-applications

Vendor Details

Company Name

Welkin Health

Founded

2013

Country

United Statesa

Website

welkinhealth.com

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Healthcare CRM

Audience Targeting No 
Campaign Management No 
Marketing Automation No 
Medical History Records No 
Patient Communications No 
Patient Management No 
Physician Management No 
Predictive Analytics No 

Product Features

Healthcare CRM

Audience Targeting No 
Campaign Management No 
Marketing Automation No 
Medical History Records No 
Patient Communications No 
Patient Management No 
Physician Management No 
Predictive Analytics No 

Patient Case Management

Activity Tracking No 
Assessment Notes No 
Billing & Invoicing No 
Calendar Management No 
Candidate Identification No 
Case List Management No 
Eligibility Verification No 
HIPAA Compliant No 
Medical History Records No 
Patient Records No 
Referral Management No 
Treatment Planning No 

Alternatives

Alternatives

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Care Director

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