Introduction

Welcome to the Release Notes for the September 2016 release of IBM Watson Care Manager.
New features, resolved defects, known issues and other getting started information are highlighted in these release notes
The IBM Watson Care Manager product documentation is available in the IBM Knowledge Center.

New and updated features in this release

Structured Programs:

  • Autocreate tasks from structured program questionnaires

When configuring structured programs, the administrator can configure tasks to be automatically added to a plan based on the answer to a single question. For more information see, Creating tasks from a questionnaire.

  • Autocreate tasks from structured program assessments

When configuring structured programs, the administrator can configure tasks to be automatically added to a plan based on assessment results. For more information see, Creating tasks from an assessment.

  • Autocreate goals and tasks from program enrollment

When configuring programs, the administrator can configure goals and tasks to be automatically added to a plan based on program enrollment. For more information see, Creating tasks from a program.

  • Autocreate actions from goal creation

When configuring goals, the administrator can configure actions to be automatically added to a plan based on adding the goals to an individual’s plan. For more information see, Configuring goals.

  • Multi-select answer types for assessments and questionnaires

When configuring answer types, the administrator can configure a multi select option so that users can select multiple answers to a single question using check boxes. For more information see, Configuring answers and answer types.

  • Update goals and actions to support Phytel Engage client migration

There are additional attributes available for goals and actions to support customers migrating from Phytel Engage. For more information see, Configuring actions, Configuring goals, Managing actions, and Managing goals.

  • Questionnaire Clusters

When configuring questionnaires, the administrator can configure clusters so that related questions are grouped together. For more information see, Configuring clusters.

Care Manager Workspace:

  • Set priority for an individual

Care team members can set the priority for an individual so that needs of the highest priority individuals can be addressed first. For more information see, Updating client priority.

  • Custom cards on Client Summary page

Care team members can view custom data on the individual’s summary view. For more information see, Summary page.

Configurations are provided which enable the tenant administrator to specify new cards for data types configured by the customer. The card displays the summary description defined for the client data type. For more information see, Creating custom summary cards.

  • My Clients

The My Clients view provides care team members with a listing of all their clients. The view displays the priority of the clients along with programs that the clients are assigned or enrolled on. To accommodate the display of this information, the address and identification columns are removed. For more information see, Viewing My Clients list.

  • My Actions

The My Actions view provides care team members with a listing of all of their open actions for all of their clients. For more information see Viewing the My Actions page.

  • Calendar & Time Not Set

From the calendar day view, a care team member can view a list of tasks which have a due date of today but have no time set. For more information see, Care Manager Workspace.

  • Care Team Actions & Client Actions

Actions can be assigned to a client or a care team member. There are separate list views for listing client actions and care team actions so that a care team member can quickly identify what actions need to be performed by the client and those that need to be performed by the care team. For more information see, Adding, modifying, or deleting actions.

  • Alerts

Alert types can be configured. For more information see Configuring alerts

Care team members can view alerts in the Alerts Work List on the Care Manager workspace. The number of alerts for a client is displayed in the Context pane for that client. Care Team members can capture alert type, priority, notes and comments on an alert. Care team members can notify other selected Care Team Members of an alert. Notifications and details of the alert can be viewed from the Care Manager workspace. Care Team Members can view a history of all alert notifications they have received. An alert can be updated and Care Team members can view the history of an alert. For more information see, Managing alerts

Supervisor:

  • Age Ranges Configurations for Unassigned Aging chart

A supervisor can view a chart of unassigned individuals by age/date. This information helps the supervisor understand which referrals to work on first. It is now possible to configure the age ranges (in days) for this chart. For more information see, Managing client referrals.

  • Capacity Range Configurations for Care Manager Capacity chart

A supervisor can view a chart of care manager capacity so the supervisor understand how many care managers are operating at low, medium, high and over capacity.

It is now possible to configure the capacity ranges for this chart for each of the capacity values low, medium, high and over capacity. For more information see, Modifying a care manager’s capacity.

  • Calendar & Time Not Set

From the calendar day view, supervisors can view a list of tasks which have a due date of today but have no time set. These tasks are displayed in a ‘Time Not Set’ panel on the calendar day view, this helps the user quickly understand the work that they need to do today. For more information see, Supervisor workspace.

  • Referrals for Inactive Clients

Supervisors can review a list of Referrals that have been received for Inactive clients and determine if the referrals are valid before activating the client for care management or rejecting the referral. For more information see Handling referrals for inactive clients.

Workflow:

  • Manage and configure custom identification types

Custom identification types can be configured so that only those identification types that are used by a customer are available to identify individuals. The configured set of values is displayed on the Identification client data screens and the Registration screen when manually registering a individual. For more information see, Configuring client identification types and Registering clients.

  • Touchpoints

A touchpoint is a record of a contact or attempted contact made with an individual. A touchpoint record holds details of the contact including the date, time, and duration of the contact, whether the contact was successful, that is if the care worker was able to make contact with the individual successfully or not. A touchpoint card is available on the Summary view for an individual, it displays the latest touchpoint note details so the care worker can quickly view the details of the last interaction with the individual. For more information see, Summary view and Managing touchpoints.

  • Client lifecycle

A client who is registered in Watson Care Manager with an “active” status is considered an “active client”. It is expected that care managers are using the application to assess, manage or update information for these clients. Clients are set to “active” status when they are first registered in the application. It is the responsibility of the care manager to update the status when the system is no longer being used to manage the client. Once a client is set to an “inactive” status it is expected that the care manager is no longer using the application to manage the client. Inactive clients are not presented in the care manager’s calendar or work lists for active care management although they may be accessed via the search function. Inactive clients may be reactivated by the care manager by manually updating their status to active. Care Managers can view a history of a clients status. For more information see, Activating or deactivating clients.

Usability:

 

  • Home button available for Supervisor, Care Manager, tenant administrator, and security administrator applications

 

To help users quickly navigate to their application home pages, a home button is available in the top banner of the Security Administrator and Tenant Administrator workspaces.

 

  • Notes

 

To help users work with Notes, the following usability improvements are available.

In the New Note modal the comment field is changed to Note.

In the Notes list:

  • the status of the note is displayed. The status can be created, updated, or cancelled.
  • the Preview column name is changed to Note.
  • the count of comments is displayed. This indicates the number of comments on a note.
  • the Date column name is changed to Entered By.

For more information see, Capturing client notes.

 

Defects resolved in this release

The following known issues have been resolved in this release:

  • If an Administrator edits a task, the ‘Edit Task’ screen does not show the previously saved details for the task. The Administrator must enter the Name and Description fields again (159869).
    • When using a touch screen, the following occurs:
      1. It is not possible to open a task from the calendar. When you tap on the task name, the tasks details view does not open. You can open the tasks details from the Work List (157541).
      2. It is not possible to scroll through the timeline on the Week or Day view on the calendar (157556).
    • If a user registers a client without identification details then later enters the identification details, searches for that client by their identification details do not return the client. If a user enters identification details for a client at registration, searches for that client by their identification details return the client as expected (159516).
  • The “Trial Environment – not HIPAA ready” message on the IBM Watson Care Manager login screen is presented to all users. This message does not affect particular agreed terms of use for the application (183850).

 

Known issues

  • The following occurs when using Internet Explorer 11 (IE 11): the calendar’s Day and Week view is blank when you attempt to view existing tasks. The tasks count for each day is correct but the tasks themselves do not appear in the calendar (157803).
  • There is a known issue within questionnaires when the Tenant administrator sets up more than one condition from a question which has multiple answers. The following example illustrates a workaround this issue (171235).
  • Question 1 has available answers A and B. Answer A conditionally displays Questions 2 and 3. Answer B conditionally displays Questions 4 and 5
  • Set Up:
    • Create a new condition.
    • Select the question to drive the conditions.
    • Select all answers for which any conditional questions will apply (both answers A and B).
    • Select all conditional questions against all of those answers (questions 2, 3, 4, 5). Save.
    • Multiple condition entries will be created.
    • Remove the extra conditional questions from each entry as needed.

 

Document information

  • Part number: SSRMV7
  • Date of submission for approval: 8th September 2016
  • Document type: Release Notes

Notices

© Copyright 2016 IBM Corporation

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