Configuring
As an administrator, you must configure all of the items and settings that are required
for your organization's programs, care plans, data capture, care teams, and work items for care
managers and supervisors.
Configuring programs
You can configure a library of programs for use in care plans. A program is a care delivery strategy that is designed to deliver a specific client outcome.
Configuring assessments
You can configure a library of assessments that care teams can use to help them to assess a client's needs. Assessments capture client information to generate results or scores. You can configure an assessment with or without a script. You can configure the assessments, scripts, conditional questions, measures, and assessment suggestions.
Configuring questionnaires
You can view the questionnaires that are defined in the application, create and manage existing questionnaires, and add new questionnaires.
Configuring goals
You can configure a library of goals for use in programs and care plans. A goal is a measurable target that a client can complete to move towards successfully completing a program. You can create, modify, and delete goals. You can tag a goal with multiple focus areas, which are groupings for goals that assist with reporting and evaluation.
Configuring actions
You can configure a library of actions for your organization. You can create, modify, and delete actions, and assign categories to actions to assist with managing various types of actions. Actions must be associated with at least one goal on a care plan. You can add actions to goals to associate them with achieving that goal.
Configuring services
Services are the delivery of care or goods to an individual, typically delivered by a provider at a cost per unit. You can configure a library of services for your organization, configure unit types for the delivery of services, configure service categories to group related services, and configure the outcomes that care teams can be select when they close a service.
Configuring barriers
A barrier is an issue that can prevent an individual from achieving their care plan goals, actions, or services. An individual who is without transportation, for example, has a barrier that the care team must consider when they are assessing and managing their care plan. You can configure a library of barriers for the care team to associate with clients, goals, actions, or services.
Configuring for Connect applications
If your organization uses IBM Watson Care Manager Connect Individuals or IBM Watson Care Manager Connect Providers , there are some mandatory configurations that you must make in Watson Care Manager before any clients or providers can be onboarded to the Connect Individuals or Connect Providers applications. Optionally, you can configure client messaging so that clients can send and receive messages from their care teams from the Connect Individuals application.
Registering providers and services
If you plan to manage your organization's providers in IBM Watson Care Manager , use the Providers feature to create and maintain a provider registry for your organization. A provider is an organization or individual who provides services, such as healthcare or community services, to clients under care management. Configure a library of services for your organization. For each provider, select the services that they provide and add their provider-specific information. Activate the provider's services to make them available for care teams.
Configuring budgets
IBM Watson Care Manager Community Service Payment is a separately licensed add-on component that enables care teams to manage services for clients within a weekly personal budget. If your organization has licensed Watson Care Manager Community Service Payment , you can configure the weekly budget settings for your organization.
Configuring payments
IBM Watson Care Manager Community Service Payment is a separately licensed add-on component . With IBM Watson Care Manager Community Service Payment , care teams can make payments to service providers with PayPal . You must configure the billing agreement for payments to service providers for your organization. In addition, if clients are required by your organization to contribute financially to the cost of their care, they can make payment contributions into your organization's PayPal account. You must grant permissions to enable your organization's account to receive client contribution payments. To use payments, your instance of Watson Care Manager must have the Providers feature enabled and have licensed IBM Watson Care Manager Connect Providers .
Configuring tasks
A task is an item of work that care team members and supervisors must complete. You can create a library of tasks for your organization and make them available for use by care teams. You can create, modify, and delete tasks. You can configure tasks that you add to the library to be automatically generated for care team members to action when they complete program enrollments, questionnaires, or assessments.
Configuring alerts
You can configure a library of alerts that highlight different aspects of a client's care that needs action or attention from the care team, for example, a Blood Pressure alert. An alert indicates that a client needs immediate attention from the care team. You can create and modify alerts for the care team to associate with clients.
Configuring care teams
You can configure care teams for effective work assignment.
Configuring client data
In IBM Watson Care Manager, client data is the information that an organization wants to record and maintain about clients, for example, address or contact information.
Configuring data sources
You can configure a library of client data types to define the exact client data that can be captured and stored in IBM Watson Care Manager. So that the care team knows where data types originated, you can associate configured sources and original source systems with each data type.
Configuring consent types
Consent types enable a care team to categorize consent records that they create for clients by their information type. You can create a library of consent types for your organization and, for each consent type, you can set a flag that enables sharing of consent records of that type across organization units (assuming organization units are enabled). You can edit the name of a consent type that you create. You can make a consent type available to care teams to use, or hide it from view.
Configuring client summary cards
You can review the care team roles that are configured in the application and manage the client summary cards that are displayed for each care team role. Cards are displayed on the client's Summary page.
Configuring client identification types
Care teams can capture different types of identification for clients, for example, their Employee ID, Passport Number, or Insurance Number. You can create a library of identification types for your organization and edit the name of an identification type after you create it. You can also configure whether an identification type is made available to care teams to use, or hidden from view.
Configuring client relationship types
Care teams can capture relationship information a client and those individuals that the client has a relationship with, for example if client is a roommate or a parent of the client. The relationships that you enter must be gender neutral. For example, Parent - Child, rather than Father - Son. You can add relationships to the library to suit the needs of your organization, and you can reorder the list of relationships that the care team will see. You can configure whether a relationship type is made available to care teams to use, or hidden from view. You can add and edit a relationship, and associate an external system reference with the relationship record.
Configuring client tags
Manage the types of tags that your organization captures for clients. Tags can be used to record information about a client that is important to your organization, for example if a client is a member of an organization or group. If configured to be shown, you should select the source of the tag information and optionally, the name of the original source system where the tag information originated. You can reorder the list of tags that the care team will see. You can also configure whether a client tag is made available to the care team to use or is hidden from view.
Configuring client risks
You can configure a library of risks that can be created for clients. For example, the risk of readmission. Risks can be standard or specific to your organization. You can configure the library of risks and the overall range that a risk score must be in. You can configure categories for risk ranges, so that risk scores are assigned to an appropriate category when they are entered by the care team.
Configuring client deactivation reasons
When a care team member or supervisor deactivates a client in Watson Care Manager , a reason must be recorded. You can configure and manage a library of reasons that indicate why a client is deactivated in the application.
Configuring client referral reasons
When a care team member or supervisor refers a client in Watson Care Manager , a reason must be recorded. You can configure and manage a library of reasons that indicate why a client is referred in the application.
Configuring referral lists
Manage and configure the columns that are displayed on the referral list pages in the Supervisor and Care Team workspaces. You can configure the display columns for the Open Unassigned Referrals, My Open Referrals, and Open Assigned Referrals list pages.
Configuring client deletion reasons
When a team member deletes a client from Watson Care Manager or when a supervisor undoes the deletion of a client, a reason must be recorded. You can configure and manage a library of reasons for why a client was deleted or why the deletion was reversed.
Configuring for organizations
You can configure the titles and suffixes that apply to your organization's clients and care team members. You can configure organization names to display in reports and the languages that are available for selection in your organization.
Configuring client messaging
If your organization uses the IBM Watson Care Manager Connect Individuals application, you can show or hide the Messaging feature in the Connect Individuals and care team applications. The Messaging feature enables clients and their care teams to send and receive messages about the client's care.
Configuring external roles for integrated systems
For a user to view client information in Watson Care Manager that is recorded on an external system, an external role can be preconfigured and associated with a user. The configuration is necessary for security reasons in the external system to determine the data that an external role is permitted to view when accessing a client's information.
Configuring external system references
An External System Reference is an alphanumeric code that uniquely identifies items sent and received between Watson Care Manager and an external system through an API. You can configure an external system reference for multiple items in the Administration application so that they can be matched with a configured value in Watson Care Manager.
Configuring Share Care Plan templates
You can configure a library of templates for the care team to choose when they generate Share Care Plans for clients. You can add an uploaded image or organization logo to the template to show that the Share Care Plan is from a particular organization. If configured, you can view active custom client data types in the Share Care Plan. The subsequent activated version of a custom client data type is automatically added to the existing templates. The display value for this version is the same as the display value of the last added version. If the custom client data type name is more than 80 characters, the extra characters are truncated, and the effective date is appended. If the effection version is available, it is also appended. If your organization chooses to delete active versions of client data types, then they do not display as a section in the share care plan. If a client data type is marked to be included in the share care plan, the versions of such a custom client data type is available in Configured Client Data Types drop down or template list page only when the version is activated. You can't specify a separate order for configurable client data in the share care plan template. You can only reorder the other general sections of a share care plan template.
Configuring resources for the care team
You can configure pages to enable a care team to capture consent records and create a referral for a client during the client registration process.
Configuring for supervisors
You can configure the capacity ranges that govern the workload distribution for care managers in the organization. You can also configure unassigned day ranges to help supervisors identify any clients who are unassigned to a care team for care management.
Configuring utilization
Utilization is the measure of a client's use of the clinical services that are available to them. Care teams record the utilization of clinical services for clients, such as hospital encounters or specialist visits. Organization can use this information to understand the usage and outcome patterns for services to drive improvements. For example, they can track admissions to reduce readmission.
Configuring notes
Care teams record notes about clients in different places in the application to address different aspects of client care. You can configure a library of note types for the care team to associate with client notes, and set options to allow or prevent note editing and note sharing with external parties.
Configuring subscribers and managing subscriptions
Configure subscribers and manage their subscriptions so that external systems can receive notifications when data updates occur in Watson Care Manager. A subscriber represents an external system that Watson Care Manager notifies when the care team updates a client's information.
Configuring external referral recipients
Configure a library of intended recipients of an external referral for the care team to choose when they send a client referral to an external party (via an API). You can edit an external referral recipient after you create it. You can configure whether an external referral recipient is made available to the care team to select when they send the referral.