Collaborating with your care team

As a client, you can use the Connect Individuals web application (if licensed) to securely collaborate with your care team on your care plan. You can access the application from your browser on the Internet. You can see and send messages to your care team, see your goals and actions, complete actions, and see your care team's contact information. If you use provider services, you can see the service on your plan, and can search for and shortlist your preferred services and providers to review with your care team.

Registering and signing in to Connect Individuals

Your care team discusses your health goals with you and invites you to use Connect Individuals. You receive an email with instructions on how to sign up for Connect Individuals and set a password. After you set your password, you can sign in to the application.

About this task

When you are entering your date of birth as part of the registration process, the date of birth format is taken from your browser's locale settings.

By default, if you are inactive for 30 minutes, you will be signed out of your account. You can sign in again to continue working.

If you forget your password, you can reset it from the sign in page. By default, you can reset your password once per hour.

The inactivity and password reset periods are determined by your care team's organization and might be different for you.

Procedure

  1. Open the application in a browser window.
    Tip: You can find the application link in your welcome email.
  2. The IBM Watson Health sign-in page opens. If your care organization's Watson Care Manager application is integrated with a third-party identity provider external to IBM, you see an option to Log in with identity provider. Ignore this option as it does not apply to your access to Connect Individuals.
  3. Enter your email address and password and click Sign in. Your home page opens.
  4. To sign out, select your name > Sign out.
    To protect your privacy, ensure that you sign out when you are finished. After you sign out, no one else can see your personal information, even if they start the application on your device.

Viewing your messages

Your care team can send you messages about your plan that you can view in Connect. You receive an email to notify you about each new message.

About this task

View your messages by opening the View message link in the email or sign in to Connect at any time to see your messages.

Note: Your Messages page does not refresh in real-time. You can also see new messages by refreshing your browser, sending a new message, or navigating away from your messages and returning to them.

If you have new messages, the number of new messages is displayed on the Messages menu option.

Your history of sent and received messages is shown in a single thread. The order of the messages shown is oldest to latest. You cannot delete messages from your messages thread. Unread messages from your care team are shown in the Unread messages section of your messages thread.
Note: If you have unread messages, no additional email notifications about new messages are sent. Email notifications will resume when you read your messages. We advise you to regularly check your messages so that you do not miss important communications from your care team. You can turn off email notifications at any time in your account settings.

Procedure

  1. Do one of the following.
    • View your messages from an email notification.
    1. In the email that you receive, click View message. The email subject is New message from your care team.
    2. The application opens in a browser window.
    3. If you are not already signed in, enter your username and password to sign in, then select Messages from the menu. Your Messages page opens
    4. If you are already signed in, your Messages page opens when you click View message in the email. Existing messages are shown in your messages thread.
    • View your messages when you sign in.
    1. Open the application in a browser window.
    2. Enter your username and password.
      Your home page opens.
    3. Select Messages from the menu. Existing messages are shown in your Messages thread.
  2. To see new messages, go to the Unread messages section of your Messages thread.
    If the message is from your care team, you see the details of the care team member who sent the message and the message details.

Sending messages to your care team

If you need to contact your care team, or have questions or issues regarding your plan, you can send them a message.

About this task

When you open your Messages page, you are presented with a disclaimer and a link to the Terms of Use for messaging. Review them so that you can abide by the terms when you use the messaging feature. You can collapse the disclaimer to hide it from view and expand it to reveal the disclaimer again, if needed.

All members of your care team can see your sent messages. Do not use messaging for urgent matters. In a medical emergency, call your care provider.
Note: You can optionally attach a file to a message. Most file attachment types are supported, but for security reasons, you cannot attach certain file types. For more information, see Attachment restrictions. You can attach only a single file to a message. You can send an attachment without a message, if needed. File attachment names must not exceed 250 characters. The file attachment size must not exceed 25 MB. Watson Care Manager scans the selected file to ensure that viruses and malware do not enter the system by mistake. If a file is potentially harmful, you cannot attach it to the message.

Procedure

  1. Open the application in a browser window.
  2. Select Messages from the menu.
    The Messages page opens.
  3. Enter your message in the message field. You can enter up to 4000 characters.
  4. Optional: Browse to the file attachment that you want to send by clicking the attachment The attachment icon icon and select it.
  5. Click the send icon The send icon to send the message to your care team.
    Your sent message is displayed in your Messages thread.

Setting up payments

You might be required to contribute to the cost of your care services. Your care organization may use Connect to collect your contribution. You can make your contribution using PayPal.

About this task

If you are required to contribute, your care team will discuss how much you are required to pay. Payments from your account begin when your budget is approved and your services are authorized.
Note: You must use a personal PayPal account and not a business account.

Procedure

  1. If you are required to set up Payments, when you sign into Connect, a message will alert you that you need to set up Payments. Click the link in the message to open the Payments page.
  2. Click the PayPal button,
    PayPal guides you through the process and gives you the option to log into your existing account or sign up for a new account. Clients must create and use a personal PayPal account and not a business account.

Results

When you complete the PayPal process, you are returned to the Connect Payments page. Your account name and the date you signed up to make payments with that account display.

When you are no longer required to make payment contributions towards the cost of your services, you can remove your PayPal account information from Connect using the Remove link on the Payments page. Note: If you remove your account when you are still required to make contributions, your payments will not be processed and your services may be affected.

Viewing your next payment

If you are required to contribute to the cost of your care, you can view the amount that you have to make for your next contribution so that you can ensure that you have sufficient funds available in your account to cover the cost.

About this task

If you are required to contribute, your care team will discuss how much you are required to pay.
Note: Contribution payments from your account only begin when your budget is approved and your services are authorized.

Procedure

  1. Go to the Payments page to view the details of your next contribution payment.
  2. To view the services that require your contribution, click the Services link.

Viewing and completing your actions

You can see all of the actions on your plan. As you finish actions, you can complete them so you and your care team can track your progress. You can also see all of the actions that are associated with a goal by looking at the goal.

Before you begin

Completing actions cannot be undone. If you complete an action by mistake, you can ask your care team to add the action to your plan again.

Procedure

  1. Go to the Actions section on the home page to see a list of your open actions.
  2. Click an action to see its details. To close this view, click Back.
  3. When you finish an action, complete the action by selecting the action check box.
  4. Select See completed actions to see actions that you previously completed.
  5. You can also select a goal card to see all the actions for a goal.
    All open and completed actions for that goal are displayed. To close this view, click Back.

Viewing your goals

You can see all of the goals on your plan and see the actions that are associated with a goal.

Procedure

  1. Go to the Goals section of the home page to see your open goals displayed in cards, one card per goal.
  2. Select a goal card to see all the actions for a goal.
    All open and completed actions for that goal are displayed. To close this view, click Back.
  3. Select See completed goals to see goals that you previously completed.

Viewing your care team

Procedure

Go to the Care Team section of the home page to see your care team members and their phone numbers. If your device can make calls, select the phone number to call the care team member.

Viewing your services

If you are using provider services, you can see all of the services on your plan in the Services section of the home page. The number of shortlisted services is also shown on a card.

Procedure

  1. Go to the Services section of the home page to see the currently open services on your plan that is displayed in cards, one card per service.
    If the service has a provider, you see the provider name, and the service start date, units, and frequency.
  2. If a service has a provider, you can select the service to see more information on the service page.
    You can see the service description, locations, rates, available languages. You can also see the service provider's contacts and the provider's description.

Searching for providers for services on your plan

If you are using provider services, you can search for providers for the services on your plan. Search the available providers and shortlist your preferred providers. Review the shortlisted providers and discuss them with your care team, who can add them to your plan.

Procedure

  1. Go to the Services section of the home page.
    The currently open services on your plan are shown.
  2. Select See Providers to search for providers of that service.
    All of the providers for that service are shown in the search results.
  3. Optional: To refine your search, enter up to 7 keywords, an address, or a post code.
    The keyword search is based on the provider name, provider description, provider service description, the service name, and the service description.
  4. Select a service from the search results to see the full provider and service details.
  5. To shortlist a provider service, select the shortlist icon The shortlist icon.
    The service is shortlisted.

Searching for and shortlisting services

If you are using provider services, you and your care team can shortlist provider services to review for addition to your plan. Search the available services and shortlist your preferred services. Review the shortlisted services and discuss them with your care team, who can add them to your plan.

About this task

You can search the available services by using the service name and keywords, and refine your search by location. You can access more information about the service and provider from your search results, and see whether the service is already on your shortlist.

Procedure

  1. Select Find Services from the menu.
    The services search page opens.
  2. Select a single service, or enter up to 7 keywords, or both, and if needed, enter an address or a post code to refine your search.
    The keyword search is based on the provider name, provider description, provider service description, the service name, and the service description.
  3. Select a provider service in your results to see more information.
  4. To shortlist a service, select the shortlist icon The shortlist icon to add the provider to your shortlist.

Setting your preferences

If you no longer want to receive emails about new messages from your care team, you can turn the notifications off. You can turn them back on at any time. If you do not want to use Connect, you can close your account.

About this task

By default, email notifications about new messages are turned on. Your preferences are applied immediately to your account.

Procedure

  1. Select Account settings from the menu.
  2. Choose an option.
    1. To close your account, click Close account.
    2. To turn on or off email notifications about new messages, check or uncheck the New messages check box.