This video play list is specially curated to show you how the November 2018 release of Watson Care Manager supports the referral workflows of a Supervisor and Care Manager (primary role) in your organization. Each video snippet provides a guided demonstration of a step in a worked example that is presented here on Knowledge Center.

Scenarios: Managing client referrals in IBM Watson Care Manager

Watch these videos as you refer to our step-by-step scenarios for Supervisor June Rafter, and for Care Manager Susan Brown.

  1. Scenario 1: Managing unassigned client referrals as a Supervisor of the organization unit (June Rafter)
  2. Scenario 2: Managing unassigned client referrals as a primary Care Manager in the organization unit (Susan Brown)

Scenario 1, Step 2: Supervisor Assigns Referrals for Laurie Thompson and Mitch Delaney (Bulk Assignment of Active clients)

This video shows how June Rafter, as the Supervisor of the organization unit, assigns two referrals (for Laurie Thompson and Mitch Delaney) at the same time to the care of Care Manager, Susan Brown.

Scenario 1, Step 2a: Care Manager Accepts Assigned Referrals for Laurie Thompson and Mitch Delaney

This video shows that when Supervisor June assigned the referrals for Laurie Thompson and Mitch Delaney to Susan, the new referrals are automatically included in Susan’s list of open client referrals. Susan accepts the referrals for care management.

Scenario 1, Step 3: Supervisor Activates and Assigns the Referral for Todd Mitchell (Single Assignment of an Inactive client)

This video shows how June Rafter, as the Supervisor of the organization unit, accepts a referral of an Inactive client (Todd Mitchell) and assigns him to the care of Care Manager, Vena Harris.

Scenario 1, Step 3a: Care Manager Accepts Assigned Referral for Todd Mitchell

This video shows that when Supervisor June assigned the referral for Todd Mitchell to Vena Harris, the new referral is activated in the application and automatically included in Vena’s list of open client referrals. Vena accepts the referral for care management.

Scenario 1, Step 4: Supervisor Rejects the Referral for Melania Song

This video shows how June Rafter, as the Supervisor of the organization unit, rejects a referral (for Melania Song).

Scenario 2, Step 2: Care Manager Assigns the Referral for Ester Mendes to Herself (Single Assignment of an Active client)

This video shows how Susan Brown, as a Care Manager who fulfills a primary role, accepts a referral (for Ester Mendes) and takes ownership of the referral by assigning the referral to herself.

Scenario 2, Step 3: Care Manager Activates and Assigns the Referral for Maria Hernandez to Another Care Manager (Single Assignment of an Inactive client)

This video shows how Susan Brown, as a Care Manager who fulfills a primary role, assigns the referral for Maria Hernandez to another primary Care Manager, Vena Harris.

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