Skip to main content

Avatar Appointment Scheduling 2022 Update 21

  1. Last updated
  2. Save as PDF

Product Requirements / Recommendations

Avatar Appointment Scheduling required
Avatar PM required
RADplus required
Avatar Cal-PM

Recommended Update Level

Avatar PM 2022 Update 123
Avatar CareFabric 2022 Update 80
Avatar Cal-PM 2022 Update 81

Additional Requirements

Avatar CareFabric 2022 Update 80
Avatar PM 2022 Update 123 or Avatar Cal-PM 2022 Update 81

Product Update Form Description

The following changes are made: 1) Avatar Appointment Scheduling is enhanced to support MobileCareGiver+ 2) The 'Scheduling Calendar - Find Existing Appointment' form is updated for increased performance when a 'Service Code' is entered.

Included Updates

3, 4, 6, 9, 12, 14, 18, 19, 20

Required Updates

None

Details
NEW1 CHANGED1 FIXED0
New (1)
Support for Mobile CareGiver+
Avatar Appointment Scheduling is enhanced to support Mobile CareGiver+.
The 'SYSTEM.appt_data', 'SYSTEM.audit_appointment_data', 'SYSTEM.audit_deleted_appointment' and 'SYSTEM.appt_data_all' SQL tables are updated accordingly.
Value Added: Support for Mobile CareGiver+
Topics
• Add New Appointment • Dictionary • Electronic Visit Verification • Scheduling Calendar
 
Changed (1)
Scheduling Calendar - Find Existing Appointment
The 'Scheduling Calendar - Find Existing Appointment' form is updated for enhanced performance when filtering existing appointments by 'Service Code'.
Value Added: Enhanced performance in Appointment Scheduling
Topics
• NX • Scheduling Calendar
 
Acceptance Tests
AV-78086 Summary | Details
Support for Mobile CareGiver+
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (PM)
  • CareFabric Monitor
  • CarePOV Management
  • Crystal Report Viewer
  • Scheduling Calendar - Status Update
Scenario 1: Dictionary Update - Validate the 'CareFabric Appointment Status' dictionary
Steps
  1. Access the 'Dictionary Update' PM form.
  2. Select the "Print Dictionary" section.
  3. Select "Appointment Other Tabled Files" in the 'File' field.
  4. Select "Individual Data Element" in the 'Individual or All Data Elements' field.
  5. Select "(70056) CareFabric Appointment Status **LOCKED**" in the 'Data Element' field.
  6. Click [Print Dictionary].
  7. Validate the 'Print Dictionary' report displays the following: ACCEPTED = Accepted, COMP = Completed, HOLD = Completed - Hold, IPR = In Progress, REJECTED = Rejected, RELEASED = Released, SUBMITTED = Submitted, UNBL = Unable to Complete, UNSR = Cancelled.
  8. Validate all dictionary values have "EVV" as the 'Data Source'.
  9. Close the report and the form.
Scenario 2: Mobile Caregiver+ - Validate the 'EvvAppointmentUpdated' outgoing event for a scheduled appointment
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
  • Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home".
  • If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used.
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
  • Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
  • The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
  • "Yes" is selected in the 'Enable Mobile CareGiver+' field.
  • "Yes" is selected in the 'Send Non EVV Payers' field.
  • "No" is selected in the 'Require Authorization' field.
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
  • A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
  • A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in any available time slot for "Practitioner A" and click [Add Appointment].
  3. Select "Service Code A" in the 'Service Code' field.
  4. Select "Client A" in the 'Client' field.
  5. Validate the 'Program' field contains "Program A".
  6. Validate the 'Location' field contains "Location A".
  7. Populate all other required and desired fields.
  8. Click [Submit].
  9. Validate the new appointment is displayed.
  10. Click [Dismiss].
  11. Access the 'CareFabric Monitor' form.
  12. Enter the current date in the 'From Date' and 'Through Date' fields.
  13. Select "Client A" in the 'Client ID' field.
  14. Select "EvvAppointmentUpdated" in the 'Event/Action Search' field.
  15. Click [View Activity Log].
  16. Validate the 'CareFabric Monitor Report' contains an "EvvAppointmentUpdated" record.
  17. Click [Click To View Record].
  18. Validate the 'appointmentAuthorization' field contains "null".
  19. Validate the 'appointmentID' - 'id' field contains the appointment ID.
  20. Validate the 'canceledDate' field contains "null".
  21. Validate the 'canceledReasonCode' field contains "null".
  22. Validate the 'providerOrganizationID' - 'id' field contains the 'Provider Organization ID' assigned to "Program A".
  23. Validate the 'clientID' - 'id' field contains the ID for "Client A".
  24. Validate the 'diagnosisCodes' - 'code' field contains the diagnosis code on file for "Client A".
  25. Validate the 'diagnosisCodes' - 'displayName' field contains the diagnosis value on file for "Client A".
  26. Validate the 'endDate' field contains the appointment end date/time.
  27. Validate the 'insPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A".
  28. Validate the 'insPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A".
  29. Validate the 'isEVV' field contains "true".
  30. Validate the 'locationOfService' fields contain "Client A's" home address.
  31. Validate the 'mcgInsPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A".
  32. Validate the 'mcgInsPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A".
  33. Validate the 'services' - 'description' field contains the description for "Service Code A".
  34. Validate the 'services' - 'name' field contains the code for "Service Code A".
  35. Validate the 'services' - 'procedureCode' - 'code' field contains the code for "Procedure A".
  36. Validate the 'services' - 'procedureCode' - 'displayName' field contains the name for "Procedure A".
  37. Validate the 'serviceID' - 'id' field contains the code for "Service Code A".
  38. Validate the 'startDate' field contains the appointment start date/time.
  39. Validate all other relevant information is displayed for "Client A" and "Practitioner A".
  40. Close the report and the form.
Scenario 3: Mobile Caregiver+ - Cancel an EVV appointment when cancellation reason is required and validate the 'EvvAppointmentUpdated' outgoing event
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
  • Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home".
  • If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used.
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
  • Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
  • The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
  • "Yes" is selected in the 'Enable Mobile CareGiver+' field.
  • "Yes" is selected in the 'Send Non EVV Payers' field.
  • "No" is selected in the 'Require Authorization' field.
  • "Yes" is selected in the 'Require Cancellation Reason' field.
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
  • Must have a "Cancelled" dictionary value defined in 'Dictionary Update' for the 'Client' file, "(10005) Appointment Status" data element:
  • Extended data element "(60030) Disposition" must be set to "Cancelled".
  • Extended data element "(60031) CarePOV Appointment Status" must be set to either "Cancelled by Patient" or "Cancelled by Staff".
  • A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
  • A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A)
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in any available time slot for "Practitioner A" and click [Add Appointment].
  3. Select "Service Code A" in the 'Service Code' field.
  4. Select "Client A" in the 'Client' field.
  5. Validate the 'Program' field contains "Program A".
  6. Validate the 'Location' field contains "Location A".
  7. Populate all other required and desired fields.
  8. Click [Submit].
  9. Validate the new appointment is displayed.
  10. Click [Dismiss].
  11. Access the 'CareFabric Monitor' form.
  12. Enter the current date in the 'From Date' and 'Through Date' fields.
  13. Select "Client A" in the 'Client ID' field.
  14. Select "EvvAppointmentUpdated' in the 'Event/Action Search' field.
  15. Click [View Activity Log].
  16. Validate the 'CareFabric Monitor Report' contains an "EvvAppointmentUpdated" record.
  17. Click [Click To View Record].
  18. Validate the 'appointmentAuthorization' field contains "null".
  19. Validate the 'appointmentID' - 'id' field contains the appointment ID.
  20. Validate the 'canceledDate' field contains "null".
  21. Validate the 'canceledReasonCode' field contains "null".
  22. Validate the 'providerOrganizationID' - 'id' field contains the 'Provider Organization ID' assigned to "Program A".
  23. Validate the 'clientID' - 'id' field contains the ID for "Client A".
  24. Validate the 'diagnosisCodes' - 'code' field contains the diagnosis code on file for "Client A".
  25. Validate the 'diagnosisCodes' - 'displayName' field contains the diagnosis value on file for "Client A".
  26. Validate the 'endDate' field contains the appointment end date/time.
  27. Validate the 'insPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A".
  28. Validate the 'insPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A".
  29. Validate the 'isEVV' field contains "true".
  30. Validate the 'locationOfService' fields contain "Client A's" home address.
  31. Validate the 'mcgInsPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A".
  32. Validate the 'mcgInsPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A".
  33. Validate the 'services' - 'description' field contains the description for "Service Code A".
  34. Validate the 'services' - 'name' field contains the code for "Service Code A".
  35. Validate the 'services' - 'procedureCode' - 'code' field contains the code for "Procedure A".
  36. Validate the 'services' - 'procedureCode' - 'displayName' field contains the name for "Procedure A".
  37. Validate the 'serviceID' - 'id' field contains the code for "Service Code A".
  38. Validate the 'startDate' field contains the appointment start date/time.
  39. Validate all other relevant information is displayed for "Client A" and "Practitioner A".
  40. Close the report and the form.
  41. Access the 'Scheduling Calendar' form.
  42. Right click on the appointment for "Client A".
  43. Click [Status Update].
  44. Select "Cancelled" in the 'Appointment Status' field.
  45. Validate the 'Cancellation Reason' field is required.
  46. Select the desired value in the 'Cancellation Reason' field. Please note: this is a user defined dictionary so the user can right-click to update the dictionary codes/values.
  47. Click [Submit] and [Dismiss].
  48. Access the 'CareFabric Monitor' form.
  49. Enter the current date in the 'From Date' and 'Through Date' fields.
  50. Select "Client A" in the 'Client ID' field.
  51. Select "EvvAppointmentUpdated' in the 'Event/Action Search' field.
  52. Click [View Activity Log].
  53. Validate the 'CareFabric Monitor Report' contains an "EvvAppointmentUpdated" record.
  54. Click [Click To View Record].
  55. Validate the 'canceledDate' field contains the canceled date/time.
  56. Validate the 'canceledReasonCode' field contains the 'Cancellation Reason' value filed in the previous steps.
  57. Close the report and the form.
  58. Access Crystal Reports or other SQL Reporting tool.
  59. Select the PM namespace.
  60. Create a report using the SYSTEM.appt_data' SQL table.
  61. Navigate to the canceled appointment for "Client A".
  62. Validate the 'canceled_date' field contains the date the appointment was canceled.
  63. Validate the 'canceled_time' field contains the time the appointment was canceled.
  64. Validate the 'cancellation_reason_code' field contains the code associated to the 'Cancellation Reason' filed in the previous steps.
  65. Validate the 'cancellation_reason_value' field contains the 'Cancellation Reason' filed in the previous steps.
  66. Close the report.
  67. Create a report using the 'SYSTEM.appt_data_all' SQL table.
  68. Validate the 'cancellation_reason_code' field contains the code associated to the 'Cancellation Reason' filed in the previous steps.
  69. Validate the 'cancellation_reason_value' field contains the 'Cancellation Reason' filed in the previous steps.
  70. Close the report.
Scenario 4: Mobile Caregiver+ - Validate the 'EvvAppointmentUpdated' outgoing event for a deleted appointment
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
  • Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home".
  • If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used.
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
  • Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
  • The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
  • "Yes" is selected in the 'Enable Mobile CareGiver+' field.
  • "Yes" is selected in the 'Send Non EVV Payers' field.
  • "No" is selected in the 'Require Authorization' field.
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
  • A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
  • A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in any available time slot for "Practitioner A" and click [Add Appointment].
  3. Select "Service Code A" in the 'Service Code' field.
  4. Select "Client A" in the 'Client' field.
  5. Validate the 'Program' field contains "Program A".
  6. Validate the 'Location' field contains "Location A".
  7. Populate all other required and desired fields.
  8. Click [Submit].
  9. Validate the new appointment is displayed.
  10. Click [Dismiss].
  11. Access the 'CareFabric Monitor' form.
  12. Enter the current date in the 'From Date' and 'Through Date' fields.
  13. Select "Client A" in the 'Client ID' field.
  14. Select "EvvAppointmentUpdated" in the 'Event/Action Search' field.
  15. Click [View Activity Log].
  16. Validate the 'CareFabric Monitor Report' contains an "EvvAppointmentUpdated" record.
  17. Click [Click To View Record].
  18. Validate the 'appointmentAuthorization' field contains "null".
  19. Validate the 'appointmentID' - 'id' field contains the appointment ID.
  20. Validate the 'canceledDate' field contains "null".
  21. Validate the 'canceledReasonCode' field contains "null".
  22. Validate the 'providerOrganizationID' - 'id' field contains the 'Provider Organization ID' assigned to "Program A".
  23. Validate the 'clientID' - 'id' field contains the ID for "Client A".
  24. Validate the 'diagnosisCodes' - 'code' field contains the diagnosis code on file for "Client A".
  25. Validate the 'diagnosisCodes' - 'displayName' field contains the diagnosis value on file for "Client A".
  26. Validate the 'endDate' field contains the appointment end date/time.
  27. Validate the 'insPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A".
  28. Validate the 'insPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A".
  29. Validate the 'isEVV' field contains "true".
  30. Validate the 'locationOfService' fields contain "Client A's" home address.
  31. Validate the 'mcgInsPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A".
  32. Validate the 'mcgInsPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A".
  33. Validate the 'services' - 'description' field contains the description for "Service Code A".
  34. Validate the 'services' - 'name' field contains the code for "Service Code A".
  35. Validate the 'services' - 'procedureCode' - 'code' field contains the code for "Procedure A".
  36. Validate the 'services' - 'procedureCode' - 'displayName' field contains the name for "Procedure A".
  37. Validate the 'serviceID' - 'id' field contains the code for "Service Code A".
  38. Validate the 'startDate' field contains the appointment start date/time.
  39. Validate all other relevant information is displayed for "Client A" and "Practitioner A".
  40. Close the report and the form.
  41. Access the 'Scheduling Calendar' form.
  42. Right click on the appointment for "Client A".
  43. Click [Delete].
  44. Validate a message is displayed stating: Are you sure?
  45. Click [Yes].
  46. Validate the appointment is no longer displayed.
  47. Click [Dismiss].
  48. Access the 'CareFabric Monitor' form.
  49. Enter the current date in the 'From Date' and 'Through Date' fields.
  50. Select "Client A" in the 'Client ID' field.
  51. Select "EvvAppointmentUpdated' in the 'Event/Action Search' field.
  52. Click [View Activity Log].
  53. Validate the 'CareFabric Monitor Report' contains an "EvvAppointmentUpdated" record.
  54. Click [Click To View Record].
  55. Validate the 'canceledDate' field contains the date/time the appointment was deleted.
  56. Close the report and the form.
Scenario 5: Mobile Caregiver+ - Cancel an EVV appointment and validate the 'EvvAppointmentUpdated' outgoing event
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
  • Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home".
  • If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used.
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
  • Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
  • The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
  • "Yes" is selected in the 'Enable Mobile CareGiver+' field.
  • "Yes" is selected in the 'Send Non EVV Payers' field.
  • "No" is selected in the 'Require Authorization' field.
  • "No" is selected in the 'Require Cancellation Reason' field.
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
  • Must have a "Cancelled" dictionary value defined in 'Dictionary Update' for the 'Client' file, "(10005) Appointment Status" data element:
  • Extended data element "(60030) Disposition" must be set to "Cancelled".
  • Extended data element "(60031) CarePOV Appointment Status" must be set to either "Cancelled by Patient" or "Cancelled by Staff".
  • A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
  • A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in any available time slot for "Practitioner A" and click [Add Appointment].
  3. Select "Service Code A" in the 'Service Code' field.
  4. Select "Client A" in the 'Client' field.
  5. Validate the 'Program' field contains "Program A".
  6. Validate the 'Location' field contains "Location A".
  7. Populate all other required and desired fields.
  8. Click [Submit].
  9. Validate the new appointment is displayed.
  10. Click [Dismiss].
  11. Access the 'CareFabric Monitor' form.
  12. Enter the current date in the 'From Date' and 'Through Date' fields.
  13. Select "Client A" in the 'Client ID' field.
  14. Select "EvvAppointmentUpdated' in the 'Event/Action Search' field.
  15. Click [View Activity Log].
  16. Validate the 'CareFabric Monitor Report' contains an "EvvAppointmentUpdated" record.
  17. Click [Click To View Record].
  18. Validate the 'appointmentAuthorization' field contains "null".
  19. Validate the 'appointmentID' - 'id' field contains the appointment ID.
  20. Validate the 'canceledDate' field contains "null".
  21. Validate the 'canceledReasonCode' field contains "null".
  22. Validate the 'providerOrganizationID' - 'id' field contains the 'Provider Organization ID' assigned to "Program A".
  23. Validate the 'clientID' - 'id' field contains the ID for "Client A".
  24. Validate the 'diagnosisCodes' - 'code' field contains the diagnosis code on file for "Client A".
  25. Validate the 'diagnosisCodes' - 'displayName' field contains the diagnosis value on file for "Client A".
  26. Validate the 'endDate' field contains the appointment end date/time.
  27. Validate the 'insPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A".
  28. Validate the 'insPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A".
  29. Validate the 'isEVV' field contains "true".
  30. Validate the 'locationOfService' fields contain "Client A's" home address.
  31. Validate the 'mcgInsPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A".
  32. Validate the 'mcgInsPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A".
  33. Validate the 'services' - 'description' field contains the description for "Service Code A".
  34. Validate the 'services' - 'name' field contains the code for "Service Code A".
  35. Validate the 'services' - 'procedureCode' - 'code' field contains the code for "Procedure A".
  36. Validate the 'services' - 'procedureCode' - 'displayName' field contains the name for "Procedure A".
  37. Validate the 'serviceID' - 'id' field contains the code for "Service Code A".
  38. Validate the 'startDate' field contains the appointment start date/time.
  39. Validate all other relevant information is displayed for "Client A" and "Practitioner A".
  40. Close the report and the form.
  41. Access the 'Scheduling Calendar' form.
  42. Right click on the appointment for "Client A".
  43. Click [Status Update].
  44. Select "Cancelled" in the 'Appointment Status' field.
  45. Validate the 'Cancellation Reason' field is not required.
  46. Click [Submit] and [Dismiss].
  47. Access the 'CareFabric Monitor' form.
  48. Enter the current date in the 'From Date' and 'Through Date' fields.
  49. Select "Client A" in the 'Client ID' field.
  50. Select "EvvAppointmentUpdated' in the 'Event/Action Search' field.
  51. Click [View Activity Log].
  52. Validate the 'CareFabric Monitor Report' contains an "EvvAppointmentUpdated" record.
  53. Click [Click To View Record].
  54. Validate the 'canceledDate' field contains the canceled date/time.
  55. Validate the 'canceledReasonCode' field contains "null".
  56. Close the report and the form.
Scenario 6: Mobile Caregiver+ - Validate the user is unable to edit/delete EVV appointments once they have been started
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
  • Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home".
  • If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used.
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
  • Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
  • The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
  • "Yes" is selected in the 'Enable Mobile CareGiver+' field.
  • "Yes" is selected in the 'Send Non EVV Payers' field.
  • "No" is selected in the 'Require Authorization' field.
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
  • A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
  • "Client A" has an EVV appointment on file that has been started in Mobile CareGiver+.
  • A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).
Steps
  1. Access Crystal Reports or other SQL Reporting tool.
  2. Select the PM namespace.
  3. Create a report using the 'SYSTEM.appt_data' SQL table.
  4. Navigate to the row for the appointment for "Client A".
  5. Validate the 'carefabric_appt_stat_code' field contains "IPR".
  6. Validate the 'carefabric_appt_stat_value' field contains "In Progress".
  7. Close the report.
  8. Access the 'Scheduling Calendar' form.
  9. Navigate to the appointment for "Client A".
  10. Right click on the appointment and click [Details/Edit].
  11. Validate a message is displayed stating: The 'CareFabric Appointment Status' of this appointment is "In Progress (IPR)". The editing of certain fields will be prevented.
  12. Click [OK] and validate the 'Scheduling Calendar - Appointment Details' are displayed.
  13. Validate the following fields are disabled:
  14. 'Appointment Site'
  15. 'Appointment Date'
  16. 'Appointment Start Time'
  17. 'Appointment End Time'
  18. 'Duration'
  19. 'Service Code'
  20. 'Client'
  21. 'Episode Number'
  22. 'Practitioner'
  23. 'Program'
  24. 'Location'
  25. Close the 'Scheduling Calendar - Appointment Details' form.
  26. Right click on the appointment for "Client A" and click [Reschedule].
  27. Right click and click [Paste Appointment] in any available time slot.
  28. Validate an error message is displayed stating: The 'CareFabric Appointment Status' of this appointment is "In Progress (IPR)". The editing of this appointment is prevented.
  29. Click [OK] and validate the appointment is not rescheduled.
  30. Right click on the appointment for "Client A" and click [Delete].
  31. Validate an error message is displayed stating: The 'CareFabric Appointment Status' of this appointment is "In Progress (IPR)". The deletion of this appointment is prevented.
  32. Click [OK] and validate the appointment is not deleted.
  33. Click [Dismiss].
Topics
• Add New Appointment • Dictionary • Electronic Visit Verification • Scheduling Calendar
AV-84125 Summary | Details
Scheduling Calendar - Find Existing Appointment
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Scheduling Calendar - Find Existing Appointment
Scenario 1: Scheduling Calendar - Find Existing Appointment - Search by Service Code
Specific Setup:
  • Must have various future appointments scheduled.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Click [Find Existing Appointments].
  3. Verify the 'Scheduling Calendar - Find Existing Appointment' window is displayed.
  4. Enter the current date in the 'Search Start Date' field.
  5. Select the desired service code in the 'Service Code' field.
  6. Click [Find Appointment].
  7. Verify the 'Find Existing Appointment' window is displayed.
  8. Select any existing appointment in the 'Find Existing Appointment' table.
  9. Click [OK].
  10. Validate the 'Appointment Grid' is displayed and the existing appointment selected in the previous steps is highlighted.
  11. Click [Dismiss].
Topics
• Scheduling Calendar
Table Changes
Table Column Change
SYSTEM.AppointmentData appointment_end_time_j added
SYSTEM.AppointmentData appointment_start_time_j added
SYSTEM.AppointmentData cancellation_reason_code added
SYSTEM.AppointmentData cancellation_reason_value added
SYSTEM.AppointmentDataAudit appointment_end_time_j added
SYSTEM.AppointmentDataAudit appointment_start_time_j added
SYSTEM.AppointmentDataAudit cancellation_reason_code added
SYSTEM.AppointmentDataAudit cancellation_reason_value added
SYSTEM.AppointmentDataDeleted appointment_end_time_j added
SYSTEM.AppointmentDataDeleted appointment_start_time_j added
SYSTEM.AppointmentDataDeleted cancellation_reason_code added
SYSTEM.AppointmentDataDeleted cancellation_reason_value added
SYSTEM.AppointmentPerson canceled_date added
SYSTEM.AppointmentPerson canceled_time added
SYSTEM.AppointmentPerson carefabric_appt_stat_code added
SYSTEM.AppointmentPerson carefabric_appt_stat_value added
SYSTEM.AppointmentPersonAudit canceled_date added
SYSTEM.AppointmentPersonAudit canceled_time added
SYSTEM.AppointmentPersonAudit carefabric_appt_stat_code added
SYSTEM.AppointmentPersonAudit carefabric_appt_stat_value added
SYSTEM.AppointmentPersonDeleted canceled_date added
SYSTEM.AppointmentPersonDeleted canceled_time added
SYSTEM.AppointmentPersonDeleted carefabric_appt_stat_code added
SYSTEM.AppointmentPersonDeleted carefabric_appt_stat_value added
SYSTEM.appt_data canceled_date added
SYSTEM.appt_data canceled_time added
SYSTEM.appt_data carefabric_appt_stat_code added
SYSTEM.appt_data carefabric_appt_stat_value added
SYSTEM.appt_data cancellation_reason_code added
SYSTEM.appt_data cancellation_reason_value added
SYSTEM.appt_data appointment_start_time_j added
SYSTEM.appt_data appointment_end_time_j added
SYSTEM.audit_appointment_data canceled_date added
SYSTEM.audit_appointment_data canceled_time added
SYSTEM.audit_appointment_data carefabric_appt_stat_code added
SYSTEM.audit_appointment_data carefabric_appt_stat_value added
SYSTEM.audit_appointment_data cancellation_reason_code added
SYSTEM.audit_appointment_data cancellation_reason_value added
SYSTEM.audit_appointment_data appointment_start_time_j added
SYSTEM.audit_appointment_data appointment_end_time_j added
SYSTEM.audit_deleted_appointment canceled_date added
SYSTEM.audit_deleted_appointment canceled_time added
SYSTEM.audit_deleted_appointment carefabric_appt_stat_code added
SYSTEM.audit_deleted_appointment carefabric_appt_stat_value added
SYSTEM.audit_deleted_appointment cancellation_reason_code added
SYSTEM.audit_deleted_appointment cancellation_reason_value added
SYSTEM.audit_deleted_appointment appointment_start_time_j added
SYSTEM.audit_deleted_appointment appointment_end_time_j added
SYSTEM.appt_data_all cancellation_reason_code added
SYSTEM.appt_data_all cancellation_reason_value added
SYSTEM.appt_data_all appointment_start_time_j added
SYSTEM.appt_data_all appointment_end_time_j added