Modifying actions

You can update client or care team actions in the actions library. For actions that are automatically added to the care plan from a goal, assessment, or questionnaire, you can delay the start date, or set how long you expect the action to take.

Procedure

  1. Sign in with your administrator credentials.
    Your home page opens.
  2. Click Care Planning > Actions.
    The library of actions is displayed.
  3. Click Edit in the Actions menu of an action.
    The Edit Action page opens.
  4. Update the following information.
    • Name - Enter a name of 3 characters or more.
    • External System Reference - If applicable, associate an external system reference with the action that you are updating so that an integrated system can identify the action when it is sent from Watson™ Care Manager. Enter a unique reference number of up to 20 alphanumeric characters. When sending an action as an API attribute, the external system identifies the action by its external system reference.
    • Responsibility - You can change the responsibility for a care team action to either User Creating Action or Care Team Member. If you want to change the responsibility for an action from client to care team, or from care team to client, you must delete the action and create it again.
    • Category - Select a category for the action, for example, Appointment, Education, or Reunification.
    • Date settings, which are applied to an action only when you automatically add that action to a goal, assessment, or questionnaire.
      • Start date (Days) - The date that an action must be started, based on a specific number of days after the action is added to a care plan. When a number of days is not defined, the start date becomes the day that the action is added to the care plan.
      • Expected End Date (Days) - The date that an action is expected to be completed, based on a specific number of days after the start date for the action. When you do not specify days in this field, the user sees a blank field for Expected End Date.
    • Description - Enter a description for the action.
  5. Optional: In each Reference URL field, provide a link to an external website that contains supplementary reference information. Enter the hyperlink in this format: https://www.example.com.

    The hyperlinks that you define to support an action are displayed in plain text and are not clickable. To the care team, the links display as clickable links.

  6. Click Save.