Care team actions data

Care team actions can be manually created and received from third-party applications. The table shows the available care team action data, whether the data is mandatory, and the differences in the data displayed when a care team action is manually created or received from third-party applications.

Common patterns for care team actions data

If a care team action is manually created or received from a third-party application, you can edit the action, update its progress and associate it with goals and barriers. Some care team action data is not received from integrated systems. You must edit the action to add these details.

Important: You can manually modify care team actions data. If a care team action is modified in a third-party application, the corresponding record in Watson Care Manager updates.

If you modify a care team action that was received from a third-party application by editing, assigning, or completing the action, Watson Care Manager becomes the system of record for the care team action, and Watson Care Manager no longer receives updates to the care team action from the third-party application.

However, if you maintain progress or goals for a care team action that was received from another system, Watson Care Manager continues to receive updates to the action from the third-party application.

General goal

When Watson Care Manager receives a care team action from a third-party application, by default, it creates a goal named General and associates the action with that goal. If the third-party application sends additional actions relating to the same client, Watson Care Manager associates each new action with the General goal.

You can remove care team actions from the General goal. However, you must first associate the care team action with another goal on the care plan. If all care team actions are removed from the General goal, you can delete the goal if you wish.

You cannot edit the General goal, update client progress for the goal, or associate a General goal with programs, actions, services, or barriers.

Care team actions view

You can view care team actions on multiple pages in the application. For example, care team actions are displayed on a client's care plan and on the Care Team Actions list page. This topic focuses only on care team action details that you see on a care team action home page.

View a care team action home page by clicking Care Plan > Care Team Actions on the client's Summary view. You see a list of the client's care team actions. Click the name of an action to view the care team action home page.

Important: If a role is specified in a care team action from a third-party application, the action is assigned to all care team members with that role. If no role is specified, the action is assigned to the primary care team member for the client. If there are multiple primary care team members, the action is assigned to the most recent primary care team member. If there is no primary care team member, the care team action is assigned to the first role based on alphabetical order of the available roles.

The table lists the fields that are displayed on a care team action home page.

Field	Mandatory	When manually created	When received from integrated systems
Care Team Action Name	Yes	Displays the name of the care team action	As per manually created records. The integrated system identifies the care team action name by its external system reference. When the record is received electronically, the care team action names that are displayed might be different to the care team action names for manually created goal records.
Source	Yes	Displays the source of the care team action that was selected from a configured list.	Displays the source of the care team action as received from the integrated system. The integrated system identifies the source by its external system reference.
Original Source System	No	Displays the original source system where the care team action originated that was selected from a configured list. The following default values are available for selection: Watson Care Manager Other	Displays the original source system where the care team action originated as received from the integrated system. The integrated system identifies the original source system by its external system reference.
Assigned To	Yes (Manually created actions only)	Displays the care team member's name or the care team role that the action is assigned to.	Displays the care team member's name or the care team role that the action is assigned to. The integrated system identifies the role by its external system reference. If a role is specified in a care team action from a third-party application, the action is assigned to all care team members with that role. If no role is specified, the action is assigned to the primary care team member for the client. If there are multiple primary care team members, the action is assigned to the most recently added primary care team member. If there is no primary care team member, the care team action is assigned to the first role based on alphabetical order of the available roles.
Category	Optional	Displays the selected category for the action.	If received from an integrated system, it must be one of the configured categories.
Added On	Not applicable.	This field is automatically populated by Watson Care Manager. Displays the date that the care team action was added.	Displays the date that the care team action was created in Watson Care Manager. By default, Watson Care Manager displays by System User to indicate that the care team action was received from an integrated system. If your organization configures a different value to be displayed, for example, the name of an individual or organization, that value is displayed.
Added Reason	Optional	Displays the reason that the care team action was added to the plan.	Not applicable. This data is not received from integrated systems.
Start Date	No	Displays start date for the care team action.	Displays start date for the care team action as received from the integrated system.
Expected End Date	No	Displays expected end date for the care team action.	Displays expected end date for the care team action as received from the integrated system.
Added By	No	This field is automatically populated by Watson Care Manager. Displays the name of the user who added the care team action.	Displays System User to indicate that the care team action was received from an integrated system. If your organization configures a different value to be displayed, for example, the name of an individual or organization, that value is displayed.
Status	No	This field is automatically populated by Watson Care Manager based on the outcome of the care team action. Displays one of the following statuses: Current Planned Overdue Completed	As per manually created records.
References	No	Displays hyperlinks to external web sites for supplementary reference information, if configured.	Not applicable. This data is not received from integrated systems.
Completed On	No	Displays the care team action completion date.	Displays completed date for the care team action as received from the integrated system.
Outcome	No, as received via API	Displays one of the following outcomes: Successful Not Successful Abandoned	Displays the outcome for the care team action as received from the integrated system.
Comment	Optional, as received via API
Completed By	Not applicable	This field is automatically populated by Watson Care Manager. Displays the name of the user who completed the care team action.	Displays by System User to indicate that the care team action was received from an integrated system. If your organization configures a different value to be displayed, for example, the name of an individual or organization, that value is displayed.