Closing Connect Individuals accounts

When a client no longer needs access to the IBM Watson Care Manager Connect Individuals application, you can close their Connect Individuals account in IBM Watson Care Manager. Clients can no longer access the application to see their information. If your organization uses Watson Care Manager Community Service Payment, and the client has a billing agreement in place then the billing agreement is canceled when you close the Connect Individuals account.

Before you begin

If clients want to access their information in Connect Individuals after you close the account, you must create their Connect Individuals account again. Clients are sent a new welcome email.
Note: If a client has a billing agreement in place for the automatic processing of any contributions the client is required to make towards services, then the billing agreement is canceled when the Connect Individuals account is closed and no further contributions are processed. If contribution issues arise when you close an account, you can resolve the issues by onboarding the client again so that a new billing agreement can be created and outstanding contributions processed.

If the messaging feature is enabled, the care team cannot send messages to the client when their account is closed as the client can no longer access Connect to respond. However, the care team can continue to see the client's prior message history.

Procedure

  1. Sign in to your account.
    Your home page opens.
  2. To see your clients, from the Side Navigation Menu, select Clients > My Clients, or search for other clients.
  3. Click a client name.
    Their Summary View opens.
  4. Select History > Connect. The Connect page opens and displays the email address that is linked to the client's Connect Individuals account and the current status of their account.
  5. From the Actions menu, select Close Account and confirm by clicking Close Account again.