Referral data

Referral data can come from both internal sources and integrated systems. The tables show the referral data that is received from integrated systems, and the differences in the data when it is manually created or received.

Referral data views

You can view referral data on multiple pages in the application. As a Supervisor, you view referral data on the Open Unassigned Referrals and Open Assigned Referrals pages. As a care team member, you view referral data on multiple pages, which include the Referrals, Open Unassigned Referrals, and My Open Referrals pages.

Referrals that are received from integrated systems are displayed on the Open Unassigned Referrals page where a Supervisor assigns them to a suitable care team member. In addition, a care team member can assign a referral to themselves. The Open Unassigned Referrals shows referrals for active and inactive clients.

Referrals from integrated systems that are in an Open status, and are not yet assigned to a care team member, can be updated by the originating integrated system.

The table lists the columns and fields on the Watson Care Manager pages that display referral data.

Column/field Mandatory When manually created When received from integrated systems
Name

(This data is not displayed on the Referrals page.)

Yes Displays the referred client's first name and last name. Displays the referred client's first name and last name.
Referred On Yes Displays the date that the referral was manually created in the system. Displays the date of the referral.
Referred From

(Displayed only on the Referrals page.)

 No When a client is referred between organization units, this is the name of the organization unit that referred the client.

This value is populated by the system and not entered by a user.

 As per a manually created referral.
Referred To

(Displayed only on the Referrals page.)

 No When a client is referred between organization units, this is the name of the organization unit that the client was referred to. As per a manually created referral.
Priority Yes Displays one of the following priority statuses:
  • Not Set
  • Low
  • Medium
  • High
 As per a manually created referral. Displays Not Set, Low, Medium, or High, depending on the priority status that is received.

By default, if the referral was received from IBM Explorys or IBM Phytel products, and the client was referred through multiple cohorts, Watson Care Manager displays the highest available priority status.
Referral Reason Yes Displays the reason for referring the client that was selected from a list of referral reasons configured by your Administrator.

By default, a reason of Other is available for selection if one of the other reasons is not suitable.

 Displays the reason that was received from the integrated system.

If Watson Care Manager receives an external system reference for the referral reason, the referral reason is identified by its external system reference.

Other Referral Reason No Displays the value entered when Other is selected for the referral reason. Displays the value received if no external system reference is received for the referral reason or if the external system reference received is associated with the default Other referral reason in Administration.
Source Yes

 If configured to be shown, displays the configured source of the referral. Displays the source of the referral that was received from the integrated system.

When the record is received, the sources that are displayed might be different to the sources that are available for manually created referrals.
Original Source System No If configured to be shown, displays the configured system where the referral originated. Displays the source system where the referral originated.

When the record is received, the original source systems that are displayed might be different to the original source systems that are available for manually created referrals.
Suggested Program No Not applicable. Displays the name of a suggested program to assign the client to.
Assigned To

Displayed only on the Referrals page.

 No Displays the name of the care manager who is assigned the referral. Not applicable.

This data is not received from integrated systems.
Status

Displayed only on the Referrals page (Referrals History).

 Yes Displays one of the following referral statuses:
  • Accepted
  • Rejected
 Not applicable.

This data is not received from integrated systems.
Reason

Displayed only on the Referrals page (Referrals History).

 Yes Displays the reason for rejecting the referral or the reason the referral was unassigned, that was selected from the preconfigured list of reasons.
When a referral is rejected, displays one of the following reasons:
  • Deceased
  • Non responder
  • Opt Out
  • Other
When a referral is unassigned, displays one of the following reasons:
  • Assigned in error
  • No capacity
  • Unavailable
  • Other
 Not applicable.

This data is not received from integrated systems.
Other Reason

Displayed only on the Referrals page (Referrals History).

 Yes Displays the reason for rejecting the referral or reassigning the referral, that was entered because none of the reasons in the preconfigured list were suitable for selection. Not applicable.

This data is not received from integrated systems.
Accepted On

Displayed only on the Referrals page (Referrals History).

 Yes Displays the date that the referral was accepted for care management. Not applicable.

This data is not received from integrated systems.
Date

Displayed only on the Referrals page (Referrals History).

 Yes Displays the date that the referral was rejected for care management. Not applicable.

This data is not received from integrated systems.
Comments No Displays comments relating to the referral. Displays comments relating to the referral, if received.
Program

(Displayed only on the My Open Referrals page.)

 No Displays the name of the program that was manually associated with the client. No applicable.

This data is not received from integrated systems.