What’s new or changed

What’s new or changed for the care team

NPS Survey

Beginning with this release, a two-question Net Promoter Score (NPS) survey will pop-up in the care team application on the Watson Care Manager homepage (the Care Manager Workspace). The care team member can complete the survey or close it without completing. This survey will help IBM make updates to Watson Care Manager based on the voice of our customer.

Select customers will begin receiving the survey around March 1, following the February 2018 release. Others will begin seeing the survey later in 2018. This care manager survey is voluntary and will display about every 3 months to capture ongoing feedback. Contact your client executive if you need more information or have follow-up questions.

NPS is an established industry method for measuring customer satisfaction. IBM aims to satisfy all of our customers and make them promoters. On an NPS scale from 0-10: 0-6 is considered a detractor, 7-8 is neutral and, 9-10 is a promoter.

NPS survey example

Budgets

If your organization licenses the¬†IBM Watson Care Manager Community Service Payment¬†add-on, you can create a weekly personal budget for your client’s services. So that you can track the budget and understand the total costs of services against the allocated budget, the costs of services on the plan are associated with the budget. When you are finished adding services to the client’s plan, you can submit the budget for approval. If necessary, you can reopen an approved budget to modify services or providers within the approved budget amount. If the client’s circumstances change, you can add a new budget and replan the client’s services.

Timezone preference

To support care team members that are working in the UK, you can now select Greenwich Mean Time (GMT) when you are setting your preferences.

UK Address updates

The UK address format is now provisioned automatically for organizations that are based in the UK, so if you are working in the UK, you can now enter addresses in the UK address format. In addition, UK county names are available for selection from a drop-down list.

My Referrals work list

On the Care Manager workspace, the existing Referrals list is renamed to My Referrals. You can accept the client referrals for care management, or reject referrals that are assigned to you. So that you can manage your assignments, workload, and schedule, you can reassign open referrals that were assigned to you back to the supervisor of your organization unit.

Filtering the My Open Referrals list

So that you can easily find the clients that you are interested in, you can filter the My Open Referrals. The following predefined filter is available:

Filter Filter check box options Description
Priority
  • High
  • Referred Last 30 Days
Shows clients based on the priority options that you select.

In addition, you can create filters based on the following criteria:

  • Name
  • Referred On
  • Priority
  • Cohort
  • Referral Reason
  • Program
Client referrals history

Your view of a clients referral history is updated to include the following information for each open referral:

  • Priority- the priority of the referral.
  • Assigned to¬†– the user that the referral is assigned to.
  • Referred to- the organization unit that the client is referred to.
  • Referred from- the organization unit that the client is referred from.
  • Comments- comments that are entered by the user who created the manual referral.
Adding care team members to a care team

If organizational units are configured, when you add care team member to a client’s care team, the care team member must belong to your organization unit.

Creating tasks and assigning unassigned tasks

If organizational units are configured, when you are creating tasks or assigning tasks, if you are assigning a task to a specific user then that user must be in your organization unit. If you are assigning to a care team role, then that care team role must be in your organization unit.

Creating care team actions

If organizational units are configured, when you are creating or assigning care team actions, if you are assigning an action to a specific user then that user must be in your organization unit. If you are assigning to a care team role, then that care team role must be in your organization unit.

Assigning unassigned care team actions

If organizational units are configured, when you are assigning unassigned care team actions, you can only assign the action to care team members in the same organization unit as you.

Flagging Observations data

To make the observation records easier to find, you can now flag the observations that you are most interested in. In addition, you can sort the Observations list so that flagged observations display at the top.

What’s new or changed for the supervisors

Managing client referrals

If organization units are configured, you can manage unassigned client referrals, whether manually referred to your organization unit or received via a cohort from an external system, by referring each client to a care manager in your organization unit. As the unassigned referrals list now displays referral centric information rather than referrals grouped per client, existing open unassigned referrals need to be assigned explicitly to users by the supervisor, even though the client may already have a care team assigned.

When you reject a referral of an active client, the client is no longer automatically deactivated.

Supervisor workspace

A new chart Unassigned Referrals shows the number of client referrals to your organization unit who are not yet assigned to care managers. This chart replaces the Unassigned chart. To view unassigned clients, select Unassigned Clients from the side navigation menu.

Charts on the supervisor workspace are updated to show only the data for the organization unit that the supervisor belongs to.

Filtering client referrals

So that you can easily find the clients that you are interested in, you can filter the Unassigned Referrals and the Assigned Referrals lists. The following predefined filters are available for both lists:

Filter Filter check box options Description
Priority
  • High
  • Medium
  • Low
  • Not Set
Shows clients based on the priority options that you select.
Days By default the options are:

  • Last 0 – 6 Days
  • 7 – 14 Days
  • +14 Days

If the administrator changed the default Unassigned Day Ranges configuration, then the configured Day ranges display,

Shows clients based on the day ranges that you select.

In addition, you can create filters based on the following criteria:

  • Name
  • Referred On
  • Cohort
  • Referral Reason
  • Risk Name
  • Risk Category
Filtering unassigned clients

So that you can easily find the clients that you are interested in, you can filter the Unassigned Clients list. The following predefined filters are available:

Filter Description
Clients with No Programs Shows unassigned clients who do not have any program in Assigned, Pending, or Enrolled status.

Clients with Open Programs

Shows unassigned clients with programs in an Assigned, Pending, or Enrolled Status.
Accepted Referrals in 30 days Shows unassigned clients with a referral status of Accepted and a referral date within the last 30 days.
High Priority Clients Shows all unassigned clients with a high priority status.

In addition, you can create filters based on the following criteria:

  • Name
  • Referred On
  • Cohort
  • Referral Reason
  • Risk Name
  • Risk Category

What’s new for administrators

Timezone preference

To support care team members that are working in the UK, you can now select Greenwich Mean Time (GMT) when you are setting your preferences.

UK Address updates

The UK address format is now provisioned automatically for organizations that are based in the UK, so if you are working in the UK, you can now enter addresses in the UK address format. In addition, UK county names are available for selection from a drop-down list.

What’s new for security administrators

Timezone preference

To support care team members that are working in the UK, you can now select Greenwich Mean Time (GMT) when you are setting your preferences.

UK Address updates

The UK address format is now provisioned automatically for organizations that are based in the UK, so if you are working in the UK, you can now enter addresses in the UK address format. In addition, UK county names are available for selection from a drop-down list.

What’s new or changed in product documentation

Client data and integrated systems

The Knowledge Center now provides more information on client data that comes from integrated systems, and how the data displays in Watson Care Manager.

Defects resolved

  • If you delete or inactivate a¬†Data Access Group, users in the group may not be able to access¬†client information¬†based on their membership of other active data access groups.¬†¬†As a workaround, delete all users from the group before you delete or inactivate the group. (217976)
  • The generated PDF of the Care Plan summary report does not reflect the timezone preference of the user. (216384, TS000073979)¬†
  • Filtering medications is not working. (214122, TS000036144)
  • The date picker widget is not loading for users of the latest version of Google Chrome (v64). This prevents users selecting dates from a calendar. As a workaround, enter dates in the date text fields. Alternatively, an older version of Google Chrome or one of the other browsers documented in the¬†Watson Care Manager System Requirements can be used. (218950)
  • Some Identification records received from external systems will display the type as “EMR Identification Type” when you view record. To see the correct type, view the summary message. (217830)

Known issues

  • When you are creating custom reports using the Coverage data, some client data is missing. (218678, TS000085381)
  • When you are creating custom reports, do not use the Medication data that is available in the Clinical Data folder. The Medication data set is not supported for use at this time. Reports that use the Medication data set will not generate and an error is displayed. (219065)
  • When you are creating custom reports, do not use the Laboratory Test data that is available in the Clinical Data folder.¬†Laboratory Test data sets¬†are not supported for use at this time. Reports that use Laboratory Test data sets will not¬†generate¬†and an error is displayed. (218814)
  • In the unlikely event that within a few minutes a care manager completes an assessment for a client then completes the program and reassigns the same program to the same client,¬†they may see the assessment and questionnaires in the reassigned program displaying¬†as ‘Completed’ and the assessment and questionnaires populated with answers from the previous execution of the assessment and questionnaire. To avoid this issue, do not reassign a program to a client within 10 minutes of closing the same program for that client.¬†(213207)
  • When you sort data types by description, descriptions that start with whole numbers are not sorting correctly. (199039)

Document information

Part number: 5725V59
Date of submission for approval: XX-XX-2018
Document type: Release Notes

Notices

© Copyright 2016, 2018 IBM Corporation

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