To help you to prepare for upcoming releases, we are excited to give you a preview of what is coming soon in Watson Care Manager. The upcoming releases see us continuing to work on updates to the Referrals workflow, usability improvements to the Connect applications and an update to allow users who need to access multiple workspaces to easily switch between them.
Note: We are actively working on these items so there may be some changes prior to the production release.

So that you can more easily identify the changes that will apply to your instance of Watson Care Manager, updates are tagged as follows:

  • Watson Care Manager – these updates are for all Watson Care Manager customers.
  • Reporting – these items apply to all Watson Care Manager customers using Watson Care Manger Reporting.
  • Service Providers – these items apply to Watson Care Manager customers with the Providers feature enabled.
  • Organization Units – these updates are for all Watson Care Manager customers with Organization Units enabled.
  • Community Service Referral – these items apply to customers who have licensed the Watson Care Manager Community Service Referral add on.
  • Community Service Payment – these items apply to customers who have licensed the Watson Care Manager Community Service Payment add on.
  • Connect Providers – these items apply to customers who have licensed the Watson Care Manager Connect Providers add on.
  • Connect Individuals – these items apply to customers who have licensed the Watson Care Manager Connect Individual add on.

Coming soon for care teams

Primary care team members

Watson Care Manager

So that you can accurately reflect primary care managers and be able to setup and assign roles based on your organization’s processes, you will be able to identify any member of a client’s care team as the primary care team member, regardless of their role. More than one care team member can be marked as primary care manager on the team.

Changes to assigning and deactivating clients

Watson Care Manager

You will be able to select multiple unassigned clients and in one step, assign them to a user with a care team role. You will also be able to deactivate multiple clients and specify a deactivation reason for all the selected clients.

Changes to referrals

Watson Care Manager

Previously, referrals could only be assigned to users with a primary care team role. This will be changed and referrals can be assigned to any active user who has at least one care team role assigned. If you are using organization units, the care team member receiving the referral assignment must be in your organizational unit. When you assign a referral, you can also assign the client to a program and the user to be the primary care team member.

Clients’ name display

Watson Care Manager

In response to your feedback, to make it easier for you to find the client that you are interested in, by default clients’ names are now displayed in the format last name, first name on the following pages. However, if your organization wants to retain the first name last name format, your administrator can configure this.

  • Unassigned Clients
  • My Referrals
  • Unassigned Referrals
  • Appointments
  • Actions
  • Tasks
  • Alerts
  • Client Registration
  • Client Search

In adddtion, when you are searching for clients, the search fields are reordered to lastname firstname.

Updates to the display of client’s preferred name in search results

Watson Care Manager

The search results display for clients with multiple name records will be changed. A single record will now be returned in the search results even when the search criteria matches with multiple Name records for the client. More than one name may be recorded for a client in the application, for example, a client’s registered name and possibly a preferred name, alias name, maiden name, stage name, or old name. If a client has a preferred name, for example, John Smith, when you search for any other recorded name types, for example, Jackson Smith, the search results return the name that matches your search criteria followed by the client’s preferred name in brackets. Example, Jackson Smith (John Smith).

Updates to payments

Community Service Payment

So that you can understand why a service payment failed and you can help to fix the issue, the payment error messages are improved.

View more information about care team members

Service Providers Community Service Payment Community Service Referral

So that you can quickly identify the care team member that performed an action, you can now view the care team member’s profile and contact details as a tooltip on the following pages:

  • Services
  • Budgets
  • Payments
  • Enquiries

Coming soon for supervisors

Changes to assigning and deactivating clients

Watson Care Manager

You will be able to select multiple unassigned clients and in one step, assign them to a user with a care team role. You will also be able to deactivate multiple clients and specify a deactivation reason for all the selected clients. More than one care team member can be marked as primary care manager on the team.

Changes to referrals

Watson Care Manager

Previously, referrals could only be assigned to users with a primary care team role. This will be changed and referrals can be assigned to any active care team member who has at least one care team role assigned. When you assign a referral, you can also assign the client to a program and the user to be the primary care team member.

Clients’ name display

Watson Care Manager

In response to your feedback, to make it easier for you to find the client that you are interested in, by default clients’ names are now displayed in the format last name, first name on the following pages. However, if your organization wants to retain the first name last name format, your administrator can configure this.

  • Unassigned Clients
  • Deleted Clients
  • Unassigned Referrals
  • Assigned Referrals
  • Tasks

What’s new or changed for providers

Usability updates

Connect Providers

To improve your user experience when you use Connect, the following updates will be available:

  • Improved messaging to help you understand why you cannot add a service that has already been added to your organization’s profile.
  • Improved messaging to help you understand why you cannot make an offer on an enquiry for a service that your organization no longer provides.
  • Improved messaging when your Connect account is closed to help you understand why you can no longer use the application.
  • Improved field labels on enquiries so that you can more easily understand the information.

Coming soon for administrators

Configuring client name display

Watson Care Manager

You will be able to configure the display of client names for the care team application. The default display format on list pages and on client search pages is Last Name, First Name. Based on your organization’s preferences, you can configure display of names on these pages to . Note, this display configuration will not apply to all places in the application where a client’s name is displayed. For the full list of pages, see Clients’ name display for care teams and Clients’ name display for supervisors

Changes to primary care team members

Watson Care Manager

So that care team members can assign the primary care team role to any member of a client’s care team, you will no longer have to add a primary role when you are configuring care team roles. The assignment of a primary care team member in the care team application is no longer dependent on the user being associated with a primary role. When your instance of Watson Care Manager is upgraded, the existing primary care assignment will be retained.

Configuring questionnaires usability update

Watson Care Manager

So that you are aware of the maximum number of conditions that can be configured for a questionnaire, when there are 250 questions added to conditions, a new information message will let you know that there no more conditional questions can be added. In addition, the links to add additional questions will be disabled.

Coming soon for security administrators

Switching between assigned workspaces without signing out

Watson Care Manager

In some organizations, a single Watson Care Manager user might have multiple roles, for example, one user might be a care team member requiring access to the Care Team Workspace and also be responsible for updating assessment configurations which requires access to the Administrator Workspace. Currently in Watson Care Manager in order to switch between different Workspaces, a user has to sign out of one workspace and sign in to the other with different credentials. We are changing this so that users can easily switch between the different Workspaces that they are authorized to use without signing out.

When you create a new user or modify an existing user, you will assign Workspaces to them. Then, a user with access to more than one Workspace can switch between them without signing out. To support this change, Security Roles will be renamed Workspaces.

Clients’ name display

Watson Care Manager

In response to your feedback, to make it easier for you to find the client that you are interested in, clients’ names will be displayed in the format . The Included and Excluded Clients lists for data access groups will display client names in this format.

Coming soon for reporting

New and updated data sets

Reporting


  • Data items related to Comments will be added to the Goals data sets in the Goals, Services, and Barriers folders so that you can add goal progress comments and the goal outcome comments to reports.
  • To reflect the fact that clients can now have multiple primary care team members on their care teams, the following data sets will be updated:
    • Individuals
    • Clinical Data
    • Tasks
    • Assessments and Questionnaires
    • Custom Client Data
    • Goals
    • Barriers
    • Client Actions
    • Care Team Actions
    • Touchpoints
    • Notes
    • Consent
    • Referral
    • Budget
    • Services
    • Enquiries
    • Coverage

Reporting education

Reporting

We are continuing to build out the information that will help report creators to better understand and to get up to speed quickly with IBM Watson Care Manager Reporting. Details of the following data models will be included to help you better understand the folder design and relationships when you are designing reports:

  • Utilization
  • Barriers

Coming soon in integrations and APIs

Searching for clients in integrated systems

Internal Only Watson Care Manager and Connect 360

If your instance of Watson Care Manager is integrated with Connect 360, you will be able to search for clients in both Watson Care Manager and Connect 360.

Viewing a client’s virtual record

Internal Only Watson Care Manager and Connect 360

If your instance of Watson Care Manager is integrated with Connect 360, you will be able to view a client’s Connect 360 virtual record from within Watson Care Manager. The virtual chart will be available from the client context panel and the cLient search results.


Notices

IBM’s statements regarding its plans, directions and intent are subject to change or withdrawal without notice at IBM’s sole discretion.
Information regarding potential future products is intended to outline our general product direction and it should not be relied on in making a purchasing decision.
The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to deliver any material, code or functionality. Information about potential future products may not be incorporated into any contract. The development, release, and timing of any future features or functionality described for our products remains at our sole discretion.

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