Assessments data

Client assessments can be manually run by care teams and a client's Completed assessments can be sent and received between Watson Care Manager and third-party applications (through the Assessments API).

Common patterns for assessments data

By sending assessments between Watson Care Manager and third-party applications, the latest version of the client's assessment information becomes available in all applications so that care teams do not need to manually record it. Watson Care Manager sends and receives Script and Score Only assessments for active and inactive clients. Watson Care Manager does not send or receive a client's in progress assessments, or assessments for deleted clients..

Note: Before Watson Care Manager can send and receive client assessment data from third-party applications, the assessment must be configured, activated, and associated with one or more programs. Then, your administrator must share the assessment by completing the tasks in Sharing questionnaires with external systems.

Completed assessments that are sent to Watson Care Manager through the API can optionally be associated with a program. Assuming the client is associated with that program, care teams can run new instances of the received assessments and repeat the assessments.

Table 1. Assessment behavior when associated with a program
Is the received assessment associated with program?	Assessment behavior
Yes	Watson Care Manager matches the program external system reference (ESR) that is sent via the API with a configured program and checks if the client is associated with the program. If the program ESR does not match a configured program, the assessment is not received from the external system. If the program ESR matches a configured program and the client is associated with the program, Watson Care Manager completes or repeats the assessment in the context of each program. Note: The program must be in the Assigned, Enrolled, or Pending status. If the program ESR matches a configured program, but the client is not associated with the program in Watson Care Manager, Watson Care Manager completes or repeats a standalone assessment.
No	Watson Care Manager checks if the client has one or more programs that are already associated with the assessment in application. Depending on the program status (Assigned, Enrolled, or Pending), Watson Care Manager completes or repeats the received assessment for the most recent program. If the client has no programs to associate the assessment with, Watson Care Manager creates a completed standalone assessment

If a received assessment already exists for the client in Watson Care Manager, Watson Care Manager repeats the existing assessment when received through the API. Watson Care Manager appends the repeated assessment to the original assessment. If no assessment exists for the client, Watson Care Manager adds the new assessment. If an in progress assessment of the same type already exists, Watson Care Manager adds the new assessment and the in progress assessment remains unaffected.

When Watson Care Manager receives an assessment through the API, any care plan activities, tasks, and suggestions that are configured for the questionnaire in Administration are automatically added and linked to the most recently updated program. In addition, when received from an external application, historical versions of assessments are displayed in Watson Care Manager based on the Display History Across Programs setting that is configured for the assessment by your Administrator.

To see the assessment data that is sent from Watson Care Manager to third-party applications for a configured assessment through the Assessments API, your Administrator must download its API document by Sharing the API document for an assessment.

Assessments data view

You can view a client's assessment data in Watson Care Manager by clicking Programs > Assessments from the client's Summary view. By clicking the assessment name, you see the home page for each assessment.

The table lists the columns and fields on the Assessments page that display data for an assessment record.

Column/field	Mandatory	When manually created	When received from integrated systems
Name	Yes	Displays the name of the assessment. Clicking the assessment name displays more assessment details.	As per manually created records. The third-party application identifies the assessment name by its external system reference.
Assessed	Not applicable.	This column is automatically populated by Watson Care Manager Displays the date and time that the assessment was started or completed and the name of the user who ran the assessment.	Displays the date and time that the assessment was completed in the third-party application, and the name or username of the person who completed the assessment (as received via the API).
Type	Yes	Displays one of the following assessment types: Script Score Only	As per manually created records.
Status	Yes	Displays one of the following statuses: Completed In Progress	Displays Completed.
Measure	Yes	Displays the name of the configured measure that was assessed.	As per manually created records. The integrated system identifies the measure name by its external system reference.
Classification	Yes	Displays the name of the configured classification achieved by the client based on their assessment score.	As per manually created records. The classification is not received from third-party applications. Watson Care Manager calculates the classification based on the configuration of the assessment in Administration and the client's assessment score.
Score	Not applicable.	This column is automatically populated by Watson Care Manager. Displays the assessment score achieved by the client for each assessed measure. To calculate the total score, Watson Care Manager adds the scores achieved for each assessed measure.	As per manually created assessments. Displays the assessment score achieved by the client for each assessed measure. Watson Care Manager calculates the total assessment score based on the score for each assessed measure and the configuration of the assessment in Administration.
Date (Displayed only for score only assessments.)	No	This column is automatically populated by Watson Care Manager. Displays date that the assessment score was captured.	Displays the date that the assessment was completed in the third-party application.
Source	Yes	Displays the source of the assessment that was selected from the preconfigured list of sources.	Displays the source of the assessment that was received from the third-party application. The third-party application identifies the source by its external system reference.
Original Source System	No	Displays the original source system where the assessment originated that was selected from the preconfigured list of original source systems.	Displays the original source system where the assessment originated. The third-party application identifies the source system by its external system reference.
Started	Not applicable	This field is automatically populated by Watson Care Manager. Displays the date and time that the assessment was started and the name of the user who started the assessment.	Displays the date and time that the assessment was completed in the third-party application, and the name or username of the person who completed the assessment (as received via the API).
Completed	Not applicable	This field is automatically populated by Watson Care Manager. Displays the date and time that the assessment was completed and the name of the user who completed the assessment.	Displays the date and time that the assessment was completed in the third-party application, and the name or username of the person who completed the assessment (as received via the API).

Assessment home page data view

You can see the home page for each assessment by clicking an assessment name on the Assessments page. Most of the data that is displayed on the home page is the same as the data that is displayed on the Assessments page, However, question and answer data for assessments with a script assessment is available only the assessment home page.

The table lists the columns on an assessment home page that displays extra data for a script assessment.

Column	Mandatory	When manually created	When received from integrated systems
Question	Yes	Displays a question asked in relation to a specific assessment measure.	As per manually created.
Answer	Yes	Displays the client's answer to the question asked in relation to a specific measure.	As per manually created.

Note: Notes and attachments data for assessments is also displayed on the assessment home page, This data is not received from third-party applications. However, care teams can manually add notes and attachments to assessments that are received via the API, if needed. The assessment home page also included a history of all assessments that are run.