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. In the upcoming release, care teams will be able to process client contributions towards the cost of their services. There will also be usability improvements to the Connect applications. 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 all users

Usability updates

Watson Care Manager

To improve your user experience, the following updates will be available:

  • You will be able to use the browser Back and Forward buttons to navigate the application. If you leave the application, you will only be able to navigate to your landing page. The browser history will include the pages in the application that you visited but not any dialogs. Clicking Back on a dialog will close it, clicking Forward will not reopen it.
  • Previously, to allow you to search a library of items, for example, goals or actions, modal dialogs displayed a non-selectable input field followed by a selectable search icon. Following your feedback, the usability of the search feature will be improved and the text input field and icon will be replaced with a single Search link.
  • Previously, when you entered data in the application and clicked Save, validation messages were displayed at the top of the page, for example, if a required field was left blank or you exceeded the maximum field length. So that you can quickly resolve data entry issues as they occur, validations will be displayed as you enter the data. Note, this update will initially be available for required field validations, minimum/maximum field validations, date/number formatting validations, and will be extended to other validations in the future.

Coming soon for care teams

Specifying reasons for deactivating clients

Watson Care Manager

So that you can capture appropriate reasons for deactivating a client, you will be able to select a suitable deactivation reason from a list of reasons that are configured by your administrator.

Specifying reasons for changing a client’s program status

Watson Care Manager

So that you can capture appropriate reasons for re-enrolling, not enrolling, or disenrolling clients in programs, when you update the program status, you will be able to select a suitable reason from a list of reasons that are specific to the selected status. To allow you to specify reasons for changing a client’s program status, your administrator must configure them to be shown for the corresponding program.

Specifying source and original source system for client registration information

Watson Care Manager

When you register a client, you will be able to specify source and the original source system values for the registration information, for example, the client’s name, gender, and address information. Capturing source and original source system values allows you to identify where the information originated, Watson Care Manager or an external system. Note, to allow you view and add the source and original source system values, your administrator must configure them to be shown for at least one of the corresponding client data types captured during client registration.

Specifying source and original source system for programs

Watson Care Manager

So that you can capture where a client’s program information originated, Watson Care Manager or an external system, when you assign a program to a client or assign a client referral to a care team member that includes a program, you will be able to specify source and the original source system values for the program. Note, to allow you view and add the source and original source system values, your administrator must configure them to be shown for the corresponding program.

Improved Filter display

Watson Care Manager

Previously, when you clicked the filter icon on a list page, you needed to click Select Filters to see the available filters. This will be improved and the available filters will display automatically when you click the filter icon. In addition, when resetting a filter on a list page, you previously needed to click the Apply button after you selected Reset. Following your feedback, selecting Reset will automatically reset the filter to the default and you will no longer need to click Apply.

Introducing client contributions for payments

Watson Care Manager

Clients will be able to contribute towards their personal budget for services, when required, and pay their contribution via PayPal to your organization’s PayPal account. Then, your organization can pay the service providers the full cost of services from it’s PayPal account. Clients will be able set up a PayPal account to pay their contributions using the Connect application. Care team members will be able to record a client’s contribution on the budget for services and Watson Care Manager will calculate how much the client must contribute based on the budgeted contribution and the cost of services. Client contributions will be processed automatically, weekly in arrears of service delivery. Service provider payments will not be processed in PayPal until the associated client’s contribution is successfully transferred to your organization’s PayPal account. If a client contribution is unsuccessful, care team members will be able to retry or cancel it. When the client contribution is successfully retried or cancelled, Watson Care Manager will automatically schedule the associated service provider payments to be processed in PayPal.

Updates to personal budgets and payments

Community Service Payment

The following updates will be available:

  • Previously when you were authorizing payments to a provider for a service, you could not authorize the payment if the provider had not completed their sign up to receive payments. This is changing and you will be able to authorize payments even if the provider has not signed up to receive payments. You will be warned that the provider needs to sign up so that payments do not fail.
  • Previously, the service provider payments processing was updated to pause payments when there was no approved budget to cover the service payment cover period (i.e. the previous budget was closed and the new budget is draft or pending approval). So that you are aware that payments cannot be processed until the budget is approved, an informational message will display on the Service Payments page to indicate that the budget must be approved so that payments for the service can be processed on the next payment date.
  • Previously, when you deleted a client, you were warned if the client had ongoing service payments but you were not prevented from deleting the client. The delete client feature will be updated so that you are prevented from deleting a client with ongoing service payments. If the client has an active billing agreement, the billing agreement is set to inactive when the client is deleted.
  • Previously, you were prevented from editing the start date on a draft budget if it resulted in a gap between the previous closed budget and the new draft budget, and services were ongoing. To provide more flexibility when working with draft budgets, this validation will be removed. Note, to ensure that there is always an approved budget to cover service costs, you will still be prevented from submitting a draft budget for approval if there is a gap between the closed budget and new draft budget, and services with associated costs are ongoing during the gap in budgets.
  • New validations will be in place to prevent a budget overspend if the client’s latest budget is closed and you try to extend the service end date.
  • The behavior of Payments page will be updated so that no services or contributions are selected when the page refreshes.
  • When you close a client’s Connect account by using the bulk deactivate client feature in the Supervisor application or the deactivate client feature in the Care Team application, and an active PayPal billing agreement is associated with the client, the billing agreement will be automatically cancelled.

Coming soon for supervisors

Filtering the Enrollment Status list

Watson Care Manager

The Enrollment Status card shows you how many clients moved into a selected program status within the last 30 days, for example, Enrolled, Not Enrolled, or Pending. A new filter option will be available that allows you to narrow the client list view to see clients with a selected program status within a different day range (permitted values from 0 to 29 days).

Specifying source and original source for programs

Watson Care Manager

When you assign a client referral to a care team member that includes a program, you will be able to specify source and original source system values for the program to identify where the program record originated, Watson Care Manager or an external system. Note, to allow you view and add the source and original source system values, your administrator must configure them to be shown for the corresponding program.

Coming soon for providers

Usability updates

Connect Providers

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

  • Onboarding
    • To make the onboarding process easier to complete, the guidance that you see on-screen when you onboard to Connect will be improved.
  • Enquiries
    • To help you to quickly distinguish between private comments from a care manager and comments from a care manager that are directed to all providers on the enquiry, private comments will be visually distinguished from global comments.
    • The display of closed enquiries will be improved so that you can easily identify when an enquiry that you did not make an offer on was closed.
    • A message will be displayed if you try to make an offer, decline or comment on an enquiry for a service that is no longer active.
    • If you make an offer on an enquiry for a service that is no longer active and then try to withdraw the offer, an improved message will be displayed. In addition, you will no longer be able to edit the expiry date associated with the offer.
  • Services
    • You will be able to submit a service for approval immediately after you create or edit it.
    • To encourage you to complete the set up of your PayPal account at the earliest opportunity, you will be prompted to complete the set up of your account as soon as you add a paid service to your profile.
  • Organization
    • To encourage you to keep your organization details up to date, you will be prompted to review your organization information when you onboard to Connect for the first time.

Coming soon for individuals

Improved guidance when onboarding

Connect Individuals

To make the onboarding process easier to complete, the guidance that you see on-screen when you onboard to Connect Individuals will be improved.

Coming soon for administrators

Configuring client deactivation reasons

Watson Care Manager

You will be able to configure and manage a library of reasons for care team members to select when they deactivate a client in Watson Care Manager.

Configuring program status change reasons

Watson Care Manager

You will be able to configure and manage a library of reasons for care team members to select when they update a client’s program status to Enrolled (during re-enrollment), Not Enrolled, or Disenrolled.

Configuring source and original source systems for programs

Watson Care Manager

So that a care team member can record the source and original system that a client’s program information was captured in, you will be able to configure a list of source and original source systems for programs for the team member to choose from.

Configuring external system references for programs

Watson Care Manager

When you create or update a program, you will be able to able to specify an external system reference. The external system reference identifies the program when it is sent through an API from Watson Care Manager to an external application.

Coming soon for reporting

Watson Care Manager

Reporting education

Reporting

Data model education

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:

  • Assessments and Questionnaires
  • Enquiries

Getting started with Reporting

In addition, to help report creators plan and create reports, the Reporting Knowledge Center content will be expanded to include an interactive Getting Started workflow diagram with links to relevant Reporting documentation.



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