Care team members can delete a client from Watson Care Manager for example, if a
client requests that their data is removed from the system under data privacy regulations, or if
your organization has work flows that require the removal of personal data. If a client was deleted
in error or if the client requests that their data be restored, as a supervisor, you can undo the
deletion and restore the client to their previous state in the application.
About this task
If organization units are enabled for your organization, and you
are the supervisor that is assigned to an organization unit, you can reverse the deletion of clients
who meet at least one of the following conditions regardless of whether they are in an inactive or
active status:
- Clients that were deleted by care team members in your organization unit.
- Deleted clients that were referred to your organization unit.
- Deleted clients that were registered by a team member in your organization unit.
- Deleted clients that are currently care managed in your organization unit.
- Deleted clients for whom your organization has received a referral that is not rejected
Procedure
-
Sign in to your account.
Your home page opens.
- From the Side Navigation menu, select
.
A list of deleted clients displays. Only the first letter of the client's first name and
last name displays. In the list of deleted clients, you can identify the user who deleted each
client.
- Take one of the following actions:
- For a listed client that you want to restore, from the Actions menu,
select Undo Deletion.
- As a precaution before you reverse a client deletion, find a client who was deleted in the
application and verify their identity. Click Search and enter mandatory
search criteria and optional search criteria. At a minimum, enter the client's first name and last
name in full and their date of birth. You cannot do a partial search. The search results return an
exact match of the client by name and date of birth, and additional search criteria, that you
specify. When you verify the client's identity in the search results, click Undo
Deletion to reverse their deletion in the application.
The Undo Deletion modal with the client's details displays for your information.
- You must specify a reason for reversing the client's deletion. Select a reason for
reversing the client's deletion from the list of configured reasons, or enter another reason that is
not listed.
The Other field is limited to 50 characters.
Results
The client and the deleted data, including data from integrated
systems is restored to Watson Care Manager and can be viewed
and modified as normal. The client status is the same as it was before the client was deleted. The
clients History view contains a record of the clients deletion and the
reversal. If your organization uses IBM Watson Care Manager Connect
Individuals, you
can activate the client's Connect
Individuals account. If
the client's data was shared with third parties before it was deleted, inform the third parties
that the client is restored in Watson Care Manager. The deletion
reversal and the reason for the reversal is recorded in the audit log.