August release highlights

Welcome to the August release of IBM Watson Care Manager, this month our update continues the focus on workflow efficiencies and improved user experience to reduce the number of steps it takes to complete your workflows that began in the July release.

Release details

So that you can more easily identify the new and updated features that apply to your instance of Watson Care Manager the updates are tagged as follows:
Watson Care Manager – these items impact all Watson Care Manager customers.
Watson Care Manager Reporting – these items impact all Watson Care Manager customers using Watson Care Manger Reporting.
Organization Units – these items impact Watson Care Manager customers with the Organization Units feature enabled.
Providers enabled – these items impact Watson Care Manager customers with the Providers feature enabled.
Watson Care Manager Community Service Referral – these items impact customers who have licensed the Watson Care Manager Community Service Referral add on.
Watson Care Manager Community Service Payment – these items impact customers who have licensed the Watson Care Manager Community Service Payment add on.
Watson Care Manager Connect Providers – these items impact customers who have licensed the Watson Care Manager Connect Providers add on.
Watson Care Manager Connect Individuals –  these items impact customers who have licensed the Watson Care Manager Connect Individual add on.

What’s new for the care team

Number of records on client summary cards

Watson Care Manager

To help you focus on the most important and relevant information, your administrator can now configure custom summary cards to show more or less than the default number of records, for example if the team need to see the results of 6 lab tests at a fortnightly team review meeting about a client, or if a judge need to review a specific set of client records during a court session. The minimum number of records that can be displayed is 1 up to a maximum of 10.

Client’s date of death

Watson Care Manager

When a date of death is manually recorded for a client, a new informational will display on the client summary page indicating that the client is deceased. If the client’s status is Inactive and a date of death is recorded in Watson Care Manager, the informational displays the client’s date of death.

Capturing notes and Recording touchpoints

Watson Care Manager

In response to user requests, the character limit is increased so that client notes and touchpoints can be documented in full.

Viewing more information about the care team member that made an update

So that you can easily identify the care team member who created or updated client notes, barriers, goals, and actions, a tooltip displays on the relevant list pages showing the care team member’s roles, contact details, and organization unit. Note: Organization unit is displayed only if organization units are enabled.

Display organization name in the share care plan report

Watson Care Manager

To help identify the organization that a care team member belongs to, the footer of a client’s share care plan report shows the display name for the organization. The organization name is visible when organization units are not enabled, or if the care team member does not belong to an organization unit.

Viewing the Organization unit display name for a care team member

Watson Care Manager Organization Units

To quickly identify the organization unit that a care team member belongs to, the display name of the care team member’s organization unit is displayed on the client’s care team list. If a display name is not configured for the organization unit, then the organization unit name displays.

Capturing consent and documents

Watson Care Manager Organization Units

To facilitate the sharing of certain types of client consent with third parties, you can capture a consent record during client registration which indicates a client’s agreement to share their consent records across organization units.

Retrying payments

Providers enabled Watson Care Manager Community Service Payment Watson Care Manager Connect Providers

If an automated payment to a service provider is unsuccessful, you can manually retry the payment to the provider. Before you retry the unsuccessful payment, you should ensure that the issue which caused the payment failure is resolved. In addition, you can manually check if a pending payment is now successfully completed.

Updates to integrations with external systems

Watson Care Manager

  • So that care team members have a full view of the assessment history for a client in Watson Care Manager you can now receive assessment names and scores from external systems. Receiving the assessment data via the external system saves the care team time recording the names and scores manually.
  • So that you are aware of specific events recorded in an external system with respect to clients whose care you are managing, you can now receive Alerts created for registered clients in an external system in Watson Care Manager via a new API.

What’s new or changed for administrators

Configuring client summary cards

Watson Care Manager

To help care teams focus on the most important and relevant information about a client, you can now configure custom summary cards to increase or decrease the default number of records shown. For example, the team might need to see 6 lab test results at a fortnightly review meeting or a judge might need to review a specific number of client records during a court session. The minimum number of records that can be displayed is 1 up to a maximum of 10.

Creating display names for organization units

Watson Care Manager Organization Units

You can now configure display names for organization units so that care teams can identify the relevant care team member’s organization unit in organizational reports, for example, a client’s share care plan.

Configuring Register Client wizard pages

Watson Care Manager

Different organizations have different workflows for registering clients. To support the different registration workflows, you can now configure certain steps in the client registration wizard to be displayed and mandatory, displayed and optional, or hidden.

Configuring data sharing consent types

Watson Care Manager Organization Units

To support the different consent workflows that organizations have, you can configure whether a consent type indicates the client’s agreement to share their consent records across organization units.

Configuring an external system reference

You can now configure an External System Reference for the following items. When one of the items is received from an external system, it will be identified by its External System Reference:

Assessments- see Configuring an external system reference for assessments
Assessment measures- see Configuring an external system reference for assessment measures
Alerts- see Configuring alerts
Care team roles- see Configuring care team roles

What’s new or changed for providers

In-app Terms and Conditions

Watson Care Manager Connect Providers

To reduce the onboarding time to Connect Providers and dispense with the overhead of tracking paper-based acceptance of terms and conditions, you can accept or decline terms and conditions in-app.

What’s new or changed in reporting

New data sets

Payments
Watson Care Manager Reporting Watson Care Manager Community Service Payment

So that reports can be created that include details of the payments made to providers for services, a payment history data set is now available. You can use the data set to display the history of status changes associated with each payment record.

Consent history records

Watson Care Manager Watson Care Manager Reporting

So that reports can be generated that include a client’s consent history, records of a client’s consent history are available for inclusion in custom reports. You can use the data set to display the history of status changes that is associated with each consent record.

Resolved Defects

Watson Care Manager

  • Conditional questions in an assessment or questionnaire that are configured to be conditionally displayed when a check box is checked are not displaying when the condition is met. (235151, TS001275719)
  • An error displays on the Notes Highlights page when 5 Final Notes are created with large number of characters. (233620, 231261, TS001205173)
  • For instances of Watson Care Manager that are integrated with Phytel Atmosphere, when Vitals and Lab data are received into Watson Care Manager from Atmosphere, the dates displayed in Watson Care Manager are a day earlier than the dates shown in Atmosphere. (233341, TS000177392)
  • An internal server error is on the My Clients, Search Clients, and Register Clients pages when the signed in care team member is managing the care of more that 1000 clients. (233211)
  • The Goals client summary card is not refreshing when progress information is added for a goal. (233038, TS001136594)
  • An error is displayed on the Service Details panel of the Service homepage if the service’s closure details have been updated. To avoid this issue, do not update the closure details of a service. You can still close the service. (232812)
  • In Internet Explorer 11, the service name is not displaying correctly in the Ongoing Services list on the Payments page. To see the service name, click on the service in the list, the name displays correctly on the service details panel. (232160)
  • Notes in a cancelled status are no longer displayed in Notes Highlights as in the previous release (May 2018). However, the notes highlights page still displays cancelled notes. When a new note or comment is created the canceled notes are removed from the list (227340)

Watson Care Manager Reporting

  • Referral reasons that are manually entered by a care team member rather than received from an integrated system are not appearing in reports. (227874)
  • The Provider Name, Enquiry Response and comments data is not displaying when an Enquiries Report is generated by taking attributes from the Enquiries, Provider, Enquiry Response, and Enquiry Response Comments tables. (232056)
  • If you reorder questions in Assessments and Questionnaires, the questions do not display in reports as per the new ordering and Conditional questions are not related to their parent questions. (231954)
  • Watson Care Manager Connect Providers

    • When a provider receives an email notification about an enquiry, a link in the email should link the provider to the specific enquiry the notification relates to. However, if the provider is not signed into Connect, instead of being linked to the specific enquiry, the provider is being linked to the enquiry home page. (226793)

    Known issues

    Watson Care Manager

    • When you filter medication records, records that have no start date are not filtered correctly. (234428)
    • In the supervisor application, an error message displays when you click on the number of clients enrolled in a particular program on the Enrollment Status card. (229035, TS000170630)
    • When you register a client in instances of Watson Care Manager with organization units enabled, if you click ‘Back’ in the Client Registration wizard, the information that you entered in the previous wizard screens disappears and must be reentered. (234385)
    • If you use budgets, updating the end date of a closed service to a later date may lead to a budget overspend. To avoid this issue, if you are updating the end date of a closed service, ensure that you reopen the associated budget. (232152)
    • An error message displays if you deactivate an client on the Unassigned Clients list that you do not have access to. To avoid this issue, request emergency access to the client before you deactivate the client. (232091)
    • When a 3 letter search is performed when adding Conditions, Medications, or Allergies in Watson Care Manager, a blank page displays if too many results to display are returned. To avoid this issue, refine your search criteria. (217057, TS000047126, TS000055247)
    • For systems integrated with EPM, the alert triggered when EPM returns Risk Scores to Watson Care Manager may contain some inaccurate information. The alert indicates that the client has been matched on the EPM system and clinical data has been received by Watson Care Manager. However, this may not be the case as Risk scores are automatically generated for any client received by EPM even if the client was not matched on EPM. (223580)

    Watson Care Manager Reporting

    • The reporting application is treating Allergy names as case sensitive, for example, when you generate a report of the number of clients with specific allergy types, allergy names in different cases are being considered as two different allergies. (224396)

    Watson Care Manager Connect Providers

    • The Configured Support Contact email is not displaying on the Connect Providers User Agreement. However, the Configured Support Contact phone number is displayed. To ensure that users can contact support, ensure that you configure a Support Contact phone number. (234127)
    • When a provider makes an offer to provider a service, the expected start date and the offer expiry date are displaying incorrectly in both the Connect application and Watson Care Manager. The displayed date is 1 day before the date entered by the provider, for example, if the provider enters an expected start date of 12th July 2018, then the date displayed is 11th July 2018. (232319)
    • The onboarding emails sent to a users of the Watson Care Manager Providers Connect application and the Watson Care Manager Individuals Connect application contain set password links. These URL links display as plain text in some email clients. If you encounter this issue, cut and paste the URL into a web browser to access the link. (223222)

    Watson Care Manager Connect Individuals

    • The onboarding emails sent to a users of the Watson Care Manager Providers Connect application and the Watson Care Manager Individuals Connect application contain set password links. These URL links display as plain text in some email clients. If you encounter this issue, cut and paste the URL into a web browser to access the link. (223222)
    • Clients that have completed registration to use the Connect application can still access the application when they are deactivated in Watson Care Manager. (218091)

    Document information

    Part number: 5725V59

    Date of submission for approval: 14-August-2018

    Document type: Release Notes

    Notices

    © Copyright 2016, 2018 IBM Corporation

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