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 upcoming releases, care teams will be able to add a quick notes for clients while they navigate around the application. Supervisors will be able to update a care team member’s capacity based on their role(s), specific skills and experience. Administrators will be able to set options for sharing configured client data between Watson Care Manager and external systems. 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

Previously, if you viewed your profile and then closed the Profile page without adding or removing a photo, your workspace was refreshed and your recent page history was cleared. The refresh behavior will improve. If you close your user profile page without taking any action, the workspace will not refresh and your recent page history will be retained. The workspace will refresh only when you upload or remove your profile photo.

Coming soon for care teams

Adding quick notes

Watson Care Manager

In response to your feedback, so that you can add a client note without losing context of your current workflow, you will be able to create a quick note when a client is in focus. If you go to different parts of the application, your quick note will stay open so that you can continue to add to it when interacting with the client. Your information will be retained as you draft your quick note. When adding a quick note, you will be able to select a note type, for example, touchpoint, general, assessment and then complete the available fields that are conditionally displayed for the selected type. You will be able to minimize a quick note at any time and return to it later. When minimized, a red dot will display to indicate that the quick note is unsaved. Saving a quick note will add it to the client’s Notes list. From the Notes list, you will be able to edit or delete the quick note in the same way that you manage standard notes that you add in different parts of the application.

Viewing unassigned clients and unassigned referrals

Watson Care Manager

So that you can manage unassigned referrals and unassigned clients, access to the corresponding list pages will be configurable by your administrator. Note, to allow you to view the list pages, your administrator must configure them to be shown.

Specifying source and original source system for assessments

Watson Care Manager

So that you can capture where an assessment with an associated questionnaire originated, you will be able to specify source and the original source system values when you run the assessment. Note, to allow you view and add the source and original source system values, your administrator must configure them to be shown.

Specifying source and original source system for questionnaires

Watson Care Manager

So that you can capture where a client questionnaire originated, when you run a questionnaire, you will be able to specify source and the original source system values for the questionnaire.

Coming soon for supervisors

Updating capacity based on care team roles

Watson Care Manager

So that you can review and update the number of clients that a care team member can care manage, you will be able to update a care team member’s capacity based on their role(s), specific skills and experience. You will also be able to view the number of clients that a care team member is assigned for each of their roles, and the total number of clients irrespective of their roles.

Coming soon for administrators

Configuring capacity for care team roles

Watson Care Manager

So that supervisors can specify the number of clients that a care team member can safely and effectively care manage, you will be able to specify capacity for care team roles. The default capacity value is 150, which you can update, as needed. If capacity does not apply to a care team role, you can leave the field blank. If you leave the field blank, the capacity for the care team role will display as Not Set.

Configuring source and original source system for assessments

Watson Care Manager

So that a care team member can record the source and original system that a client’s assessment information was captured in, you will be able to configure a list of source and original source systems for assessments with an associated questionnaire script for care team members to choose from.

Configuring source and original source system for questionnaires

Watson Care Manager

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

Configuring sharing for custom client data

Watson Care Manager

So that client information that is captured in respect of configurable (custom) client data types can be transferred between Watson Care Manager and external systems via integrations, you will be able to share configurable client data types with external systems. When a configurable client data type is shared and active, you will be able to download its API document for use by your organization’s systems integrator. The API document contains REST API calls and structure required for external systems and Watson Care Manager to share client information captured in respect of the configured client data type.

Coming soon in integrations and APIs

New APIs

Watson Care Manager

  • Configurable Client Data API – A new API will be available for external systems to send, update, and delete custom client data captured in respect of client data types that are configured in Watson Care Manager. When the data is received by Watson Care Manager through the API, the care team can view the records and have a more complete view of the client’s context.

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