Demographics data

Client demographics data includes birth and death, gender, marital status, identification, and name data. The table for each data type shows the available data, whether the data is mandatory, and the differences in the data when it is manually created or received from integrated systems.

Common patterns for demographics data

You can manually add demographics data when you register a client. Demographics data is also received from integrated systems when a client is registered either manually or automatically.

Important: You can manually modify most demographics data. In general, if a client's demographic data is modified or deleted in an integrated system, their corresponding demographic record in Watson Care Manager updates. However, if you modify demographics data that was received from an integrated system, Watson Care Manager becomes the system of record for the data, and Watson Care Manager no longer received updates to the record from the integrated system. For exceptions to these patterns, see the relevant section for each data type.

Note: Watson Care Manager receives demographics data updates for active and inactive clients. Watson Care Manager does not receive updates for deleted clients.

Birth and death data

A client has only one birth and death record. You can modify the birth and death record that was created when the client was registered. You cannot manually create or delete a birth and death record. In addition, a client's birth and death record can be updated by an integrated system, but not deleted. If the client was manually registered, updates to the client's date of birth and date of death are not received from integrated systems.

The table lists the fields that are displayed on a client's birth and death record.

Field	Mandatory	When manually created	When received from integrated systems
Birth Last Name	No		Displays the last name value that was received from the integrated system. You must manually edit the birth and death record to modify a client's last name at birth.
Mother's Birth Last Name	No	You must manually edit the record that was created when the client was registered to enter their mother's last name at birth.	Not applicable You must manually edit the record to enter a client's mother's last name at birth.
Date of Birth	Yes
Date of Death	No		If no date of death is received but the integrated system indicates that the client is deceased, the date that the record was created in Watson Care Manager is displayed.
Comments	No		Not applicable Comments are not received from integrated systems. You must edit the birth and death record to add a comment to the record.
Source	Yes	Displays the source of the birth and death data that was selected from a configured list.	Displays the source of the birth and death data 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 birth and death data 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 birth and death originated as received from the integrated system. The integrated system identifies the source by its external system reference.

Gender data

You can manually create gender data and a client's gender can be received from integrated systems. A client has only one current gender record, which is the record with the most recent Start Date. If the client was manually registered, updates to the client's gender are not received from integrated systems.

If you create new gender data, or new gender data is received from an integrated system, Watson Care Manager automatically end dates the old gender record. You cannot delete gender records. In addition, gender records can only be added and updated by integrated systems, but not deleted.

The table lists the fields that are displayed on a gender record.

Field	Mandatory	When manually created	When received from integrated systems
Gender	Yes	Displays one of the following types: Male Female Other Unknown	As per manually created records. Displays Male, Female, Other, Unknown, depending on the type that is received from the integrated system.
Start Date	Yes (Manually created records only)	Displays the start date that was entered when the record was manually created. By default, when a client is registered this field displays the client's date of birth.	If no start date is received, Watson Care Manager populates this field with the date the record was created in Watson Care Manager. By default, when a client is registered this field displays the client's date of birth.
End Date	No
Comments	No		Not applicable Comments are not received from integrated systems. You must edit the gender record to add a comment to the record.
Source	Yes	Displays the source of the gender data that was selected from a configured list of sources.	Displays the source of the gender 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 gender data 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 gender originated as received from the integrated system. The integrated system identifies the source by its external system reference.

Marital Status data

You can manually create marital status data and a client's marital status can be received from integrated systems. A client has only one current marital status record, which is the record with the most recent Start Date. If the client was manually registered, updates to the client's marital status are not received from integrated systems.

If you create new marital status data, or new marital status data is received from an integrated system, Watson Care Manager automatically end dates the old marital status record. You can delete marital status records. In addition, marital status records can be created, updated and deleted by integrated systems.

The table lists the fields that are displayed on a marital status record.

Field	Mandatory	When manually created	When received from integrated systems
Marital Status	Yes	Displays one of the following types: Married Single Life Partner Divorced Legally Separated Annulled Widowed Interlocutory Polygamous Not Disclosed/Unknown	As per manually created records, depending on the type that is received from the integrated system.
Start Date	Yes (Manually created records only)	Displays the start date that was entered when the record was manually created.	If no start date is received, Watson Care Manager populates this field with the date the record was created in Watson Care Manager.
End Date	No
Comments	No		Not applicable Comments are not received from integrated systems. You must edit the marital status record to add a comment to the record.
Source	Yes	Displays the source of the marital status data that was selected from a configured list.	Displays the source of the marital status 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 marital status data 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 marital status originated as received from the integrated system. The integrated system identifies the source by its external system reference.

Identification data

Client identification data from integrated systems is shared with Watson Care Manager when the client is automatically registered. A client can have multiple identification records. If another identification record is created in the integrated system for the client, a corresponding record is created in Watson Care Manager. If the record is updated or deleted in the integrated system, the corresponding record in Watson Care Manager is updated or deleted.

Restriction: You cannot modify or update identification records that are received from IBM Explorys or IBM Phytel applications. If an identification record is received from a third-party application, you can modify the identification number. The identification type is read-only.

Note: A system-generated identification, Reference Number, is automatically assigned to each client when the client is registered. The Reference Number cannot be updated or deleted. Watson Care Manager automatically sets the Reference Number identification to be the client's preferred identification details.

The table lists the fields that are displayed on an identification record.

Field	Mandatory	When automatically created	When manually created	When received from integrated systems
Type	Yes	Displays Reference Number	Displays the type that was selected from the list of configured identification types for your organization.	As per manually created types. The integrated system identifies the identification type by its external system reference.
Identification Number	Yes	Displays the numeric value that is associated with the Reference Number identification type.	Displays the numeric, alphabet, or alphanumeric value that is associated with the identification type.	As per manually created records.
Start Date	No		If a start date is not entered, Watson Care Manager automatically populates this field with the record creation date.	If the record was received from IBM Explorys or IBM Phytel, this data is not received. Watson Care Manager automatically populates this field with the record creation date. If a start date was received from a third-party application, the start date is displayed. If no start date is received, Watson Care Manager populates this field with the record creation date.
End Date	No
Preferred Identification	No	Displays Yes by default.	You can specify a preferred identification for manually added identifications only. A client can have only one preferred identification. By default, the application automatically sets the Reference Number as the client's preferred identification when it is created. You can change this to different Identification Number and Type by editing an existing record, or adding a new one, and checking the Preferred Identification check box.	Not applicable Preferred identification data is not received from integrated systems. You can specify a preferred identification for manually added identifications only.
Comments	No	Not applicable		Not applicable Comments are not received from integrated systems.
Source	Yes	Not applicable	Displays the source of the identification data that was selected from a configured list.	Displays the source of the identification as received from the integrated system. The integrated system identifies the source by its external system reference.
Original Source System	No	Not applicable	Displays the original source system where the identification data 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 identification originated as received from the integrated system. The integrated system identifies the source by its external system reference.

Name data

Watson Care Manager automatically sets a client's name type to Registered when the client is registered.

Restriction: You can modify any name data that exists for a client, with the exception of the name type. If you want to specify a different type of name for a client, you must add new name data.

Note: Watson Care Manager automatically populates the Initials field with the first letter of a client's first name, middle name (if available), and last name. You can modify the initials data by editing the name record, if needed.

The table lists the fields that are displayed on a name record.

Field	Mandatory	When manually created	When received from integrated systems
Title	No	Displays the client's title that was selected from the list of configured titles for your organization.	If the record was received from IBM Explorys, or IBM Phytel, titles are not received. You must edit the name record to specify a client's title. If the record was received from a third-party application, the integrated system identifies the title by its external system reference.
First Name	Yes
Middle Name	No
Last Name	Yes
Suffix	No	Displays the client's suffix that was selected from the configured list of suffixes for your organization.	If the record was received from IBM Explorys, or IBM Phytel, suffixes are not received. You must edit the name record to specify a client's suffix. If the record was received from a third-party application, the integrated system identifies the suffix by its external system reference.
Initials	No		Not applicable Initials data is not received from integrated systems.
Type	Yes	Displays one of the following types: Registered Preferred Maiden Alias Stage Name Old	If the record was received from IBM Explorys, or IBM Phytel, name types are not received. To change the Registered type that is assigned to each client at registration to a different type, you must add a new name record. If the record was received from a third-party application, one of the following types is displayed: Alias Preferred Registered Stage Name Old Maiden Temporary Anonymous
Comments	No		Not applicable Comments are not received from integrated systems. You must edit the name record to add a comment to the record.
Source	Yes	Displays the source of the name data that was selected from a configured list.	Displays the source of the name data 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 name data 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 name data originated as received from the integrated system. The integrated system identifies the source by its external system reference.

Tag data

Care teams use tags to record information about a client that is important to your organization, for example, whether a client is a member of an organization or group. You can manually create , modify, and delete tag data for clients. In addition, tag data can be automatically created, updated, and deleted for registered clients by third-party applications through the Demographics: Tag API.

Note: Third-party party application that are integrated with Watson Care Manager can also retrieve a client's tag data from Watson Care Manager through the Tag API.

The table lists the fields that are displayed on a tag record.

Field	Mandatory	When manually created	When received from integrated systems
Name	Yes	Displays the name of the client's tag that was selected from the list of configured tags for your organization.	Displays the name of the tag as received from the integrated system.
Source	Yes	Displays the source of the tag data that was selected from a configured list.	Displays the source of the tag data 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 tag data 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 tag data originated as received from the integrated system. The integrated system identifies the source by its external system reference.