Notes data

Client notes data can be manually created, received, and shared only with third-party applications. The table shows the available notes data, whether the data is mandatory, and the differences in the data when it is manually created or received from third-party applications.

Client notes

You can view notes that are manually created and received from integrated systems by clicking History > Notes on a client's Summary view.

Note: You can update manually created notes. However, notes from integrated systems cannot be manually modified in Watson Care Manager. In addition, Watson Care Manager does not receive updates to notes from integrated systems. You can delete notes that are manually created and notes that are received from integrated systems. If the note record is deleted in the integrated system, the note status of the corresponding record in Watson Care Manager changes to Canceled.

The table lists the columns and fields that display notes data on a note record.

Note: Some fields are displayed only when the note type is a touchpoint.

Column/Field	Mandatory	When manually created	When received from integrated systems
Subject	Yes (Manually created records only.)	Displays the subject of the note.	As per manually created records.
Note	Yes	Displays the note text.	As per manually created records.
Type	Yes	Displays one of the following default note types, or a note type that is configured by your organization: Access and Continuity Assessment Care Management Care Plan Update Comprehensive Assessment Comprehensiveness and Coordination Educational Information General Letters Population Health Private Private to Role Quality Review Touchpoint Wellness	As per manually created records. If the integrated system has different note types, Watson Care Manager maps each type to one of the default types or a note type that is configured by your organization.
Status	No	Depending on whether the note type is configured to be editable, displays one of the following statuses: Draft Ready for Review Final Canceled If the note type is not configured to be editable, the status is Final.	Displays Final when the note record came from an integrated system. Displays Canceled when the corresponding note is deleted.
Comments	Not applicable	This column is automatically populated by Watson Care Manager. Displays the number of comments that are added to a note.	Not applicable. This column is automatically populated by Watson Care Manager
Latest Update	Yes (When received from an integrated system only.)	This column is automatically populated by Watson Care Manager Displays the date and time that the note or touchpoint was last updated and the name of the user who made the update.	Displays the date and time that the note or touchpoint was received. In addition, displays the username associated with the organization’s API account or the name of the user who added the note in the external system. If a username is received, Watson Care Manager checks that the username is associated with a valid Watson Care Manager account and displays the user’s full name in Watson Care Manager. Otherwise, the value received is displayed.
Duration	No	Displays how long the client activity is expected to take, in minutes.	As per manually created records.
Comment	No	Displays comments added to the note or No Records if a note has no associated comments.	Displays comments associated with the notes received from the integrated system. If a note that was received from an integrated system is later deleted in the integrated system, this field is automatically populated by Watson Care Manager with Canceled by an external system.
Deletion Reason (This field is displayed in the user interface for all note types except Touchpoint.)	Yes (Manually created records only.)	Displays one of the following deletion reasons: Care Manager request Entered for incorrect client Incorrect Information Other	Not applicable. This field is automatically populated by Watson Care Manager. Displays Other to indicate that the record came from an integrated system.
Date (Displayed only for associated comments.)	Yes (When received from an integrated system only.)	This column is automatically populated by Watson Care Manager. Displays the date and time the comment was added to the note.	Displays the date and time that the comment was added to the note.
Added by (Displayed only for associated comments.)	Yes (When received from an integrated system only.)	This column is automatically populated by Watson Care Manager. Displays the name of the user who added the comment to the note.	Displays the username associated with the organization’s API account or the name of the user who added the comment to the note in the external system. If a username is received, Watson Care Manager checks that the username is associated with a valid Watson Care Manager account and displays the user’s full name in Watson Care Manager. Otherwise, the value received is displayed.
Updated	Yes (When received from an integrated system only.)	This column is automatically populated by Watson Care Manager. Displays the date and time that the note or touchpoint was updated and the name of the user who made the update.	Displays the date and time that the note or touchpoint was updated. By default, Watson Care Manager displays by System User to indicate that the update 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.
Contact Date (Displayed only for Touchpoint note types.)	Yes	Displays the contact date for the touchpoint.	Displays the contact date for the touchpoint.
Contact With (Displayed only for Touchpoint note types.)	Yes (Manually created records only.)	Displays one or more of the following people who were interacted with during the touchpoint: Care Giver Care Team Client Family Member Medical Other	Displays one or more of the following: Care Giver Care Team Client Family Member Medical Other If the integrated system has different values, Watson Care Manager maps each value to one of these values.
Direction (Displayed only for Touchpoint note types.)	Yes (Manually created records only.)	Displays one of the following directions: Outbound Inbound	Displays one of the following directions: Outbound Inbound If the integrated system has different directions, Watson Care Manager maps each direction to one of these directions.
Validated Identity (Displayed only for Touchpoint note types.)	No	Indicates whether the identity of the person who was contacted was validated.	As per manually created records.
Method (Displayed only for Touchpoint note types.)	Yes (Manually created records only.)	Displays one of the following methods: Email Face to Face Home Face to Face Home Face to Face Other Mail Other Phone Text	Displays one of the following methods: Email Face to Face Home Face to Face Home Face to Face Other Mail Other Phone Text If the integrated system has different methods, Watson Care Manager maps each method to one of these methods.
Outcome (Displayed only for Touchpoint note types.)	Yes (Manually created records only.)	Displays one of the following outcomes: Successful Unsuccessful	Displays one of the following outcomes: Successful Unsuccessful If the integrated system has different outcomes, Watson Care Manager maps each outcome to one of these outcomes.
Program(s) (Displayed only for Touchpoint note types.)	No	Displays one or more programs associated with the touchpoint.	As per manually created records. If the integrated system has different programs, Watson Care Manager maps each program to one of the configured programs.
Share	No	Displays whether the note can be shared.	Not applicable. This data is not received from integrated systems.
Share With	No	Displays the external system the note can be shared with.	Not applicable. This data is not received from integrated systems.
Source	Yes	Displays the source of the note that was selected from a configured list.	Displays the source of the note 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 note originated that was selected from a configured list. The following default values are available for selection: Watson Care Manager Other	Displays the name of the original source system where the note originated as received from the integrated system. The integrated system identifies the original source system by its external system reference.