Contact data

Contact data includes address, email address, and phone number 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 contact data

You can manually add contact data when you register a client. Contact data is also received from integrated systems when a client is automatically registered.

Important: You can manually modify most contact data. In general, if a client's contact data is modified or deleted in an integrated system, their corresponding contact record in Watson Care Manager updates. However, if you modify contact 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 receives updates to the record from the integrated system. For exceptions to these patterns, see the relevant section for each data type.

If a client's contact data is modified or deleted by a third-party application that is integrated with Watson Care Manager, their corresponding contact record in Watson Care Manager updates, provided the client's status is Active. For exceptions to these patterns, see the relevant section for each data type.

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

Address data

You can add, modify and delete client address data. In addition, address records can be created, updated and deleted by integrated systems. When a client is manually registered, you can optionally choose an address type.

Restriction: You can modify all address data, with the exception of the address type. If you want to specify a different address type for a client, you must create new address data.

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

Field	Mandatory	When manually created	When received from integrated systems
Type	Yes	Displays one of the following types: Residential Mailing Work Temporary Old Other If no type is entered, displays a blank value.	As per manually created records. Displays one of the following types, depending on the type that is received: Residential Mailing Work Temporary Old Other If no type is received, displays a blank value.
Start Date	Yes	Displays the start date that was entered when the record was created.	If no Start Date is received from an integrated system, Watson Care Manager automatically populates this field with the date the record was created.
End Date	No
Physical Visit Address	No	Indicates that this is the client's address for physical visits. If you specify a physical address for a client, this address is shown in the Context pane, search results, and My Clients list. Otherwise, the client's preferred address is shown, if specified.	Not applicable You must edit the record to indicate whether this is the client's physical visit address.
Preference	No	Displays one of the following preferences: blank Preferred Opt out	Not applicable. You must edit the address record to indicate the client's preference for communications to this address.
Apt/Suite	No
Street 1	No
Street 2	No
City	No
State	No
Zip	No
Comments			Not applicable Comments are not received from integrated systems. You must edit the address record to add a comment to the record.
Source	Yes	Displays the source of the address that was selected from a configured list.	Displays the source of the address 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 address 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 address originated as received from the integrated system. The integrated system identifies the source by its external system reference.

Email address data

You can add, modify and delete client email address data. In addition, email address records can be created, updated and deleted by integrated systems.

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

Field	Mandatory	When manually created	When received from integrated systems
Email Address	Yes
Type	No	Displays one of the following types: Personal Business Other Temporary Old Note: When a client is manually registered, Watson Care Manager automatically sets the client's email address type to Personal.	As per manually created records. Displays Personal, Business, Other, Temporary, or Old, depending on the type that is received. By default, displays Personal if no type is received.
Preference	No	Displays one of the following preferences: blank Preferred Opt out	Not applicable You must manually edit the email address record to indicate the client's preference for communications to this email address.
Comments	No	Not applicable Comments are not received from integrated systems. You must edit the email address record to add a comment to the record.	Not applicable Comments are not received from integrated systems. You must manually edit the email address record to add a comment to the record.
Source	Yes	Displays the source of the email address that was selected from a configured list.	Displays the source of the email address 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 email address 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 email address originated as received from the integrated system. The integrated system identifies the source by its external system reference.

Phone number data

You can add, modify and delete client phone number data. In addition, phone number records can be created, updated and deleted by integrated systems.

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

Field	Mandatory	When manually created	When received from integrated systems
Country Code	No		Only populated if Watson Care Manager receives a phone number record from another IBM product and that record contains a country code. If Watson Care Manager receives a phone number record with a country code from a third-party application, this value prefixes the phone number shown in the Phone Number field.
Area Code	No		Only populated if Watson Care Manager receives a phone number record from another IBM product and that record contains an area code. If Watson Care Manager receives a phone number record with an area code from a third-party application, this value prefixes the phone number shown in the Phone Number field.
Phone Number	Yes	Displays the phone number that was manually entered.	Displays the phone number that was received from the integrated system.
Extension	No		Only populated if Watson Care Manager receives a phone number record from another IBM product and that record contains an extension. If Watson Care Manager receives a phone number record with an extension from a third-party application, this value prefixes the phone number displayed in the Phone Number field.
Phone Type	Yes (For manually created phone numbers)	Displays one of the following types: Home Mobile Work Other Temporary Old	As per manually created records. Displays Home, Mobile, Work, Other, Temporary, or Old, depending on the type that is received. By default, displays Home if no type is received.
Start Date	Yes (Manually created records only)	Displays the start date of the record that was entered.	If no Start Date is received from an integrated system, Watson Care Manager automatically populates this field with the date the record was created.
End Date	No
Preference for Calls	No		Not applicable A client's preference for calls is not received from integrated systems. You must edit the phone number record to indicate the client's preference for calls.
Preference for Texts	No		Not applicable A client's preference for texts is not received from integrated systems. You must edit the phone number record to indicate the client's preference for texts.
Comments	No		Not applicable Comments are not received from integrated systems. You must edit the phone number record to add a comment to the record.
Source	Yes	Displays the source of the phone number data that was selected from a configured list.	Displays the source of the phone number 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 phone number 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 phone number originated as received from the integrated system. The integrated system identifies the source by its external system reference.