Welld Terms and Definitions
Common terms used in Welld and their definitions.
Terms Definitions
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Club / Locations |
The hierarchy of physical locations for Welld customer. A club group can have tiers made up of many individual locations. |
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Member |
Any person, whether or not they join the club, where health data will be tracked by the Welld customer. |
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Enrollment |
A record that a member was part of a program or challenge. A member may have many enrollments. |
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Cohort |
A group of enrollments who participate in a program according to the same schedule (e.g., weekly meetings). Not all programs have cohorts. |
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Program |
A routine set of assessments with a defined start and end that results in both individual and community health outcomes. |
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Challenge |
A group of enrollments that earn competitive points based on health behaviors with a defined start and end date. |
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Staff |
A member of the club team who has permissions to use Welld screens. |
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Touchpoint |
A future or past record of a staff member reaching out to a member, including internal notes on progress. |
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Event |
A meeting of one or more members as prescribed by a program or as scheduled by the club. The add event feature will allow you to add data or track attendance for your enrolled member. |
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New referrals |
Enrollments that need to be contacted to schedule their Membership meeting. |
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Pre-enrollment |
Enrollments who have paid and not yet started the program (e.g., Completed an Intake for PREP). |
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Enrolled |
Enrollments who have started the program. |
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Post-enrollment / Finished |
Enrollments whose program time has expired (e.g., 60 days) or who have completed their final assessment early. |
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Completed |
Enrollments who have completed all required steps in an enrollment (e.g., Endtake, attended 60% of sessions) |
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Incomplete |
Enrollments who have not completed all required steps by the time their program enrollment has finished. |
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Inactive |
Enrollments who have spent more than 30 days in either the New Referral or Pre-Enrollment status. |
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Dropped |
Drops the participant from the program, but keeps their enrollment info intact. This action cannot be undone! Once a participant has been dropped you cannot reinstate their enrollment status. |
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Session |
Any interaction between a coach and a member during a program enrollment. |
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Assessment / Interaction |
The recording of health data regarding a member by a club staff, either through a program or as requested by the member. |
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Measurement |
The individual piece of data recorded by staff during an assessment (e.g., weight). |
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Physician |
The doctor, physician assistant, etc. who signed the referral to the program. |
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Practice |
The office where the physician works. |
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Company |
Any organization that partners with a health club to send employees to the club. |
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Outreach Activity |
Notes regarding when sales contact was made. Activities can be logged for physicians, practices, or companies. |
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Ready |
A program event that occurs today, and can now begin to accept assessment and measurement |
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Submitted |
A program event that has been approved by a coach and can no longer be edited. |
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Missed |
A program event that was supposed to occur in the past, but no one has submitted it yet. |
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Upcoming |
Events or enrollments who have their next date scheduled in Welld within the next 7 days. |
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Overdue |
Events or enrollments where the scheduled day has passed, but the assessment was not completed or the event was not submitted. |
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Referrals |
The total number of program enrollments, regardless of status, created during the chosen timeframe. |
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Enrollments |
The total number of program enrollments who have been marked as paid during the chosen timeframe. |