Configuring Register Client wizard pages

You can configure the following pages for the care team to complete with clients as a mandatory or optional step in the client registration process: Capture Consent Records and New Referral.

About this task

The Capture Consent Records page is required by a care team to categorize a client's consent records by information type, for example, Consent for Disclosure. The New Referral page is required by a care team who want to refer a client for care management as they are registering them in the application.

By default, the listed pages are configured to be hidden from the care team's view and excluded from the Register Client wizard. Use the row-level Show as Mandatory/Optional and Hide actions to control the display of each resource in the context of the Register Client wizard.

If organization units are enabled for your organization, the New Referral page must be included in the Register Client wizard so that a referral is created every time a care team member registers a new client in Watson Care Manager and the referral is routed to the correct organization unit.

Procedure

  1. Sign in with your administrator credentials.
    Your home page opens.
  2. Select Client Data > General>Client Registration.
    The Client Registration page opens.
  3. Use the Show and Hide actions to display or hide the list pages.
    • To include a list page in the Register Client wizard and to require the care team to complete it with clients, from the Actions menu, select Show as Mandatory. Confirm the action. When configured as mandatory, care team members must capture consent records or create a new referral while registering a client in the application.
    • To include a list page in the Register Client wizard and allow the care team to optionally complete it with clients, from the Actions menu, select Show as Optional. Confirm the action. When configured as optional, care team members can but are not required to capture consent records or create a new referral while registering a client in the application.

      If organization units are enabled for your organization, you cannot configure the New Referral page to be shown as optional in the Register Client wizard. Referrals are mandatory while registering a client.

    • To exclude a list page from the Register Client wizard, from the Actions menu, select Hide. Confirm the action.

      If organization units are enabled for your organization, you cannot configure the New Referral page to be hidden and unavailable to the care team in the Register Client wizard. Referrals are mandatory while registering a client.