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Avatar Appointment Scheduling 2023 Update 29

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Product Requirements and Recommendations

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

Recommended Update Level

Avatar Appointment Scheduling 2023 Monthly Release 2023.03.02
Avatar Cal-PM 2023 Monthly Release 2023.03.02
Avatar CareFabric 2023 Update 60
Avatar PM 2023 Monthly Release 2023.03.02
RADplus 2023 Monthly Release 2023.03.02

Product Update Description

The issue where removing a group member from a telehealth appointment might create the incorrect Avatar CareFabric message is resolved.

Required Updates

None

Included Updates

2, 3, 5, 6, 7, 8, 9, 10, 11, 12, 13, 15, 16, 17, 20, 21, 22, 23, 25, 28

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
CareFabric - TeleHealth Group Appointments
The issue where removing a group member from a telehealth appointment might create the incorrect Avatar CareFabric message is resolved.
Topics
• Telehealth
 
Acceptance Tests
AV-93250 Summary | Details
CareFabric - TeleHealth Group Appointments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
  • Group Registration
  • Registry Settings (PM)
  • Scheduling Calendar - Add/Remove Group Members
  • Service Codes
  • Crystal Report Viewer
Scenario 1: Schedule a TeleHealth appointment with a TeleHealth service code and validate the TeleHealthAppointmentCreated/Updated/Deleted SDK events
Specific Setup:
  • A service code must be defined as a "Telehealth Service" in the 'Service Codes' form.
  • A client is enrolled in an existing episode and has a phone number and email filed (Client A).
  • A user is defined in 'User Definition' that has the following: "TeleHealth" selected in the 'Netsmart Mobile App Access' field, "System Admin" selected in the 'Netsmart Mobile App User Role' field, an email filed in the 'Organizational Email Address' field, and an associated staff member that has hours for scheduling.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter the TeleHealth Service Code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select a non-TeleHealth location in the 'Location' field.
  6. Click [Submit].
  7. Validate the 'Appointment Grid' contains the new appointment.
  8. Click [Dismiss].
  9. Access the 'CareFabric Monitor' form.
  10. Enter the current date in the 'From Date' and 'Through Date' fields.
  11. Enter "TeleHealthAppointmentCreated" in the 'Event/Action Search' field.
  12. Click [View Activity Log].
  13. Validate the 'CareFabric Monitor Report' field contains a "TeleHealthAppointmentCreated" record.
  14. Click [Click To View Record].
  15. Validate the 'isReoccuringAppointment" contains "IsFalse".
  16. Validate the 'appointmentDateRange' - 'fromDate' field contains the appointment start date/time.
  17. Validate the 'appointmentDateRange' - 'toDate' field contains the appointment end date/time.
  18. Validate the 'participants' - 'email' field contains "Client A's" email.
  19. Validate the 'participantID' - 'id' field contains "Client A's" ID.
  20. Validate the 'participantName' field contains "Client A's" name in the format of LAST,FIRST.
  21. Validate the 'phoneNumber' field contains "Client A's" phone number.
  22. Validate the 'typeCode' - 'code' field contains "CLIENT".
  23. Validate the 'typeCode' - 'isActive' field contains "true".
  24. Validate the 'programCode' - 'code' field contains "Client A's" program code.
  25. Validate the 'programCode' - 'displayName' field contains "Client A's" program.
  26. Validate the 'programCode' - 'isActive' field contains "true".
  27. Validate the 'serviceCode' - 'code' field contains the TeleHealth service code used.
  28. Validate the 'serviceCode' - 'displayName' field contains the name of the TeleHealth service code used.
  29. Validate the 'serviceCode' - 'isActive' field contains "true".
  30. Validate the 'teleHealthAppointmentID' - 'id' field contains unique id for the appointment.
  31. Validate the 'teleHealthProviderIDs' - 'humanReadableValue' field contains the TeleHealth Provider ID.
  32. Validate the 'teleHealthProviderIDs' - 'id' field contains the email associated to the TeleHealth Provider.
  33. Close the report and the form.
  34. Access the 'Scheduling Calendar' form.
  35. Right click on the appointment for "Client A".
  36. Click [Details/Edit].
  37. Enter any new value in the 'Duration' field.
  38. Click [Submit].
  39. Validate the 'Appointment Grid' field contains the appointment for "Client A" with the updated duration.
  40. Click [Dismiss].
  41. Access the 'CareFabric Monitor' form.
  42. Enter the current date in the 'From Date' and 'Through Date' fields.
  43. Enter "TeleHealthAppointmentUpdated" in the 'Event/Action Search' field.
  44. Click [View Activity Log].
  45. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentUpdated" record.
  46. Click [Click To View Record].
  47. Validate the 'isReoccuringAppointment" contains "IsFalse".
  48. Validate the 'appointmentDateRange' - 'fromDate' field reflects the updated appointment duration.
  49. Validate the 'appointmentDateRange' - 'toDate' field reflects the updated appointment duration.
  50. Close the report and the form.
  51. Access the 'Scheduling Calendar' form.
  52. Right click on the appointment for "Client A".
  53. Click [Delete] and [Yes].
  54. Validate the 'Appointment Grid' no longer contains the appointment for "Client A".
  55. Click [Dismiss].
  56. Access the 'CareFabric Monitor' form.
  57. Enter the current date in the 'From Date' and 'Through Date' fields.
  58. Enter "TeleHealthAppointmentDeleted" in the 'Event/Action Search' field.
  59. Click [View Activity Log].
  60. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentDeleted" record.
  61. Click [Click To View Record].
  62. Validate the 'isReoccuringAppointment" contains "IsFalse".
  63. Validate the 'appointmentDateRange' field contains "null".
  64. Validate the 'participants' field contains "[ ]".
  65. Validate the 'programCode' field contains "null".
  66. Validate the 'serviceCode' field contains "null".
  67. Validate the 'teleHealthAppointmentID' - 'humanReadableValue' field contains "null".
  68. Validate the 'teleHealthAppointmentID' - 'id' field contains the unique id for the appointment.
  69. Validate the 'teleHealthProviderIDs' field contains "[ ]".
  70. Close the report and the form.
  71. Open the "Update Client Data" form for [Client A].
  72. Select a time zone that doesn't respect Daylight Savings Time from the "Time Zone for Appointment Reminders" drop down.
  73. Submit the form to file the data.
  74. Open the "Scheduling Calendar".
  75. Add a new appointment for a telehealth service for [Client A].
  76. The appointment should be a recurring appointment.
  77. The client should be set up for telehealth.
  78. Submit to file the appointment.
  79. Open the "Carefabric Monitor" form.
  80. Enter the current date in the 'From Date' and 'Through Date' fields.
  81. Enter "TeleHealthAppointmentCreated" in the 'Event/Action Search' field.
  82. Click [View Activity Log].
  83. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentCreated" record for each recurrence of the appointment.
  84. Click [Click To View Record].
  85. Validate the 'toDate" property reflects the date/time of the event firing is not adjusted for Daylight Savings Time.
  86. Validate the 'participants" object contains "timeZoneCode" property.
  87. Validate the code is equal to the time zone offset value (e.g. -10:00).
  88. Validate the 'displayName is equal to the time zone value selected in "Update Client Data" form.
  89. Validate the 'frequency' property field contains the value entered in the "Recurrence Schedule" field of the "Add Appointment" function in "Scheduling Calendar".
  90. Validate the 'recurrenceInfo' field contains a 'SeriesID' property.
  91. Note the value of the 'id' property.
  92. Open the "Update Client Data" form for [Client A].
  93. Change the client's time zone to one that respects Daylight Savings Time.
  94. Open the "Scheduling Calendar".
  95. Add a new appointment for a telehealth service for [Client A].
  96. The appointment should be a recurring appointment.
  97. The client should be set up for telehealth.
  98. Submit to file the appointment.
  99. Open the "Carefabric Monitor" form.
  100. Enter the current date in the 'From Date' and 'Through Date' fields.
  101. Enter "TeleHealthAppointmentCreated" in the 'Event/Action Search' field.
  102. Click [View Activity Log].
  103. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentCreated" record for each recurrence of the appointment.
  104. Click [Click To View Record].
  105. Validate the 'toDate" property reflects the date/time of the event firing is adjusted by Daylight Savings Time.
  106. Validate the 'participants" object contains "timeZoneCode" property.
  107. Validate the code is equal to the time zone offset value (e.g. -10:00).
  108. Validate the 'displayName is equal to the time zone value selected in "Update Client Data" form.
  109. Validate the 'frequency' property field contains the value entered in the "Recurrence Schedule" field of the "Add Appointment" function in "Scheduling Calendar".
  110. Validate the 'recurrenceInfo' field contains a 'SeriesID' property.
  111. Note the value of the 'id' property.
  112. Repeat all steps in 12 for all appointments in the series.
  113. Open the "Scheduling Calendar".
  114. Delete the recurring appointment that was created for this test.
  115. Open the "Carefabric Monitor" form.
  116. Enter the current date in the 'From Date' and 'Through Date' fields.
  117. Enter "TeleHealthAppointmentDeleted" in the 'Event/Action Search' field.
  118. Click [View Activity Log].
  119. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentDeleted" record for each recurrence of the appointment.
  120. Click [Click To View Record].
  121. Validate the 'recurrenceInfo' field contains a 'SeriesID' property.
  122. Close the form.
Scenario 2: Schedule a TeleHealth appointment with a TeleHealth location and validate the TeleHealthAppointmentCreated/Updated/Deleted SDK events
Specific Setup:
  • The 'Enable Telehealth integration at location level' registry setting is set to "Y".
  • A location must be defined as a "TeleHealth Location" in the 'Dictionary Update' form.
  • A client is enrolled in an existing episode and has a phone number and email filed (Client A).
  • A user is defined in 'User Definition' that has the following: "TeleHealth" selected in the 'Netsmart Mobile App Access' field, "System Admin" selected in the 'Netsmart Mobile App User Role' field, an email filed in the 'Organizational Email Address' field, and an associated staff member that has hours for scheduling.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter a non-TeleHealth service code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select the TeleHealth Location in the 'Location' field.
  6. Click [Submit].
  7. Validate the 'Appointment Grid' contains the new appointment.
  8. Click [Dismiss].
  9. Access the 'CareFabric Monitor' form.
  10. Enter the current date in the 'From Date' and 'Through Date' fields.
  11. Enter "TeleHealthAppointmentCreated" in the 'Event/Action Search' field.
  12. Click [View Activity Log].
  13. Validate the 'CareFabric Monitor Report' field contains a "TeleHealthAppointmentCreated" record.
  14. Click [Click To View Record].
  15. Validate the 'isReoccuringAppointment" contains "IsFalse".
  16. Validate the 'appointmentDateRange' - 'fromDate' field contains the appointment start date/time.
  17. Validate the 'appointmentDateRange' - 'toDate' field contains the appointment end date/time.
  18. Validate the 'participants' - 'email' field contains "Client A's" email.
  19. Validate the 'participantID' - 'id' field contains "Client A's" ID.
  20. Validate the 'participantName' field contains "Client A's" name in the format of LAST,FIRST.
  21. Validate the 'phoneNumber' field contains "Client A's" phone number.
  22. Validate the 'typeCode' - 'code' field contains "CLIENT".
  23. Validate the 'typeCode' - 'isActive' field contains "true".
  24. Validate the 'programCode' - 'code' field contains "Client A's" program code.
  25. Validate the 'programCode' - 'displayName' field contains "Client A's" program.
  26. Validate the 'programCode' - 'isActive' field contains "true".
  27. Validate the 'serviceCode' - 'code' field contains the service code used.
  28. Validate the 'serviceCode' - 'displayName' field contains the name of the service code used.
  29. Validate the 'serviceCode' - 'isActive' field contains "true".
  30. Validate the 'teleHealthAppointmentID' - 'id' field contains unique id for the appointment.
  31. Validate the 'teleHealthProviderIDs' - 'humanReadableValue' field contains the TeleHealth Provider ID.
  32. Validate the 'teleHealthProviderIDs' - 'id' field contains the email associated to the TeleHealth Provider.
  33. Close the report and the form.
  34. Access the 'Scheduling Calendar' form.
  35. Right click on the appointment for "Client A".
  36. Click [Details/Edit].
  37. Enter any new value in the 'Duration' field.
  38. Click [Submit].
  39. Validate the 'Appointment Grid' field contains the appointment for "Client A" with the updated duration.
  40. Click [Dismiss].
  41. Access the 'CareFabric Monitor' form.
  42. Enter the current date in the 'From Date' and 'Through Date' fields.
  43. Enter "TeleHealthAppointmentUpdated" in the 'Event/Action Search' field.
  44. Click [View Activity Log].
  45. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentUpdated" record.
  46. Click [Click To View Record].
  47. Validate the 'isReoccuringAppointment" contains "Isfalse".
  48. Validate the 'appointmentDateRange' - 'fromDate' field reflects the updated appointment duration.
  49. Validate the 'appointmentDateRange' - 'toDate' field reflects the updated appointment duration.
  50. Close the report and the form.
  51. Access the 'Scheduling Calendar' form.
  52. Right click on the appointment for "Client A".
  53. Click [Delete] and [Yes].
  54. Validate the 'Appointment Grid' no longer contains the appointment for "Client A".
  55. Click [Dismiss].
  56. Access the 'CareFabric Monitor' form.
  57. Enter the current date in the 'From Date' and 'Through Date' fields.
  58. Enter "TeleHealthAppointmentDeleted" in the 'Event/Action Search' field.
  59. Click [View Activity Log].
  60. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentDeleted" record.
  61. Click [Click To View Record].
  62. Validate the 'isReoccuringAppointment" contains "IsFalse".
  63. Validate the 'appointmentDateRange' field contains "null".
  64. Validate the 'participants' field contains "[ ]".
  65. Validate the 'programCode' field contains "null".
  66. Validate the 'serviceCode' field contains "null".
  67. Validate the 'teleHealthAppointmentID' - 'humanReadableValue' field contains "null".
  68. Validate the 'teleHealthAppointmentID' - 'id' field contains the unique id for the appointment.
  69. Validate the 'teleHealthProviderIDs' field contains "[ ]".
  70. Close the report and the form.
  71. Open the "Update Client Data" form for [Client A].
  72. Select a time zone that doesn't respect Daylight Savings Time from the "Time Zone for Appointment Reminders" drop down.
  73. Submit the form to file the data.
  74. Open the "Scheduling Calendar".
  75. Add a new appointment for a telehealth service for [Client A].
  76. The appointment should be a recurring appointment.
  77. The client should be set up for telehealth.
  78. Submit to file the appointment.
  79. Open the "Carefabric Monitor" form.
  80. Enter the current date in the 'From Date' and 'Through Date' fields.
  81. Enter "TeleHealthAppointmentCreated" in the 'Event/Action Search' field.
  82. Click [View Activity Log].
  83. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentCreated" record for each recurrence of the appointment.
  84. Click [Click To View Record].
  85. Validate the 'toDate" property reflects the date/time of the event firing is not adjusted for Daylight Savings Time.
  86. Validate the 'participants" object contains "timeZoneCode" property.
  87. Validate the code is equal to the time zone offset value (e.g. -10:00).
  88. Validate the 'displayName is equal to the time zone value selected in "Update Client Data" form.
  89. Validate the 'frequency' property field contains the value entered in the "Recurrence Schedule" field of the "Add Appointment" function in "Scheduling Calendar".
  90. Validate the 'recurrenceInfo' field contains a 'SeriesID' property.
  91. Note the value of the 'id' property.
  92. Open the "Update Client Data" form for [Client A].
  93. Change the client's time zone to one that respects Daylight Savings Time.
  94. Open the "Scheduling Calendar".
  95. Add a new appointment for a telehealth service for [Client A].
  96. The appointment should be a recurring appointment.
  97. The client should be set up for telehealth.
  98. Submit to file the appointment.
  99. Open the "Carefabric Monitor" form.
  100. Enter the current date in the 'From Date' and 'Through Date' fields.
  101. Enter "TeleHealthAppointmentCreated" in the 'Event/Action Search' field.
  102. Click [View Activity Log].
  103. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentCreated" record for each recurrence of the appointment.
  104. Click [Click To View Record].
  105. Validate the 'toDate" property reflects the date/time of the event firing is adjusted by Daylight Savings Time.
  106. Validate the 'participants" object contains "timeZoneCode" property.
  107. Validate the code is equal to the time zone offset value (e.g. -10:00).
  108. Validate the 'displayName is equal to the time zone value selected in "Update Client Data" form.
  109. Validate the 'frequency' property field contains the value entered in the "Recurrence Schedule" field of the "Add Appointment" function in "Scheduling Calendar".
  110. Validate the 'recurrenceInfo' field contains a 'SeriesID' property.
  111. Note the value of the 'id' property.
  112. Repeat all steps in 2 for all appointments in the series.
  113. Open the "Scheduling Calendar".
  114. Delete the recurring appointment that was created for this test.
  115. Open the "Carefabric Monitor" form.
  116. Enter the current date in the 'From Date' and 'Through Date' fields.
  117. Enter "TeleHealthAppointmentDeleted" in the 'Event/Action Search' field.
  118. Click [View Activity Log].
  119. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentDeleted" record for each recurrence of the appointment.
  120. Click [Click To View Record].
  121. Validate the 'recurrenceInfo' field contains a 'SeriesID' property.
  122. Close the form.
Scenario 3: Schedule a TeleHealth Group appointment with a TeleHealth location and validate the TeleHealthAppointmentCreated/Updated/Deleted SDK events
Specific Setup:
  • The 'Enable Telehealth integration at location level' registry setting is set to "Y".
  • A location must be defined as a "TeleHealth Location" in the 'Dictionary Update' form.
  • A client is enrolled in an existing episode and has a phone number and email filed (Client A).
  • A user is defined in 'User Definition' that has the following: "TeleHealth" selected in the 'Netsmart Mobile App Access' field, "System Admin" selected in the 'Netsmart Mobile App User Role' field, an email filed in the 'Organizational Email Address' field, and an associated staff member that has hours for scheduling.
  • Group Telehealth Service codes must be created.
  • The services should indicate they are a Telehealth service by responding to the "Is this a Telehealth Service" with "Yes".
  • A group needs to be selected or created for this testing.
Steps
  1. Using the "Scheduling Calendar"
  2. Add a new group telehealth appointment.
  3. Leave this form open.
  4. Using the "CareFabric Monitor" form
  5. Using filters, locate the "TeleHealthAppointmentCreated" event that was triggered when the appointment was created.
  6. Validate the event includes all clients in the group.
  7. Leave this form open.
  8. Using the "Scheduling Calendar"
  9. Right click on the appointment that was just scheduled.
  10. Click on "AddRemove Group Members" to remove a client from the group appointment.
  11. Using the "CareFabric Monitor" form
  12. Using filters, locate the "TeleHealthAppointmentUpdated" event that was triggered when a group member was removed from the group.
  13. Validate the event includes all clients who remain in the group.
  14. Leave this form open.
  15. Using the "Scheduling Calendar"
  16. Right click on the appointment that was just updated.
  17. Click on "Delete".
  18. Validate the appointment is removed from the calendar.
  19. Using the "CareFabric Monitor" form
  20. Using filters, locate the "TeleHealthAppointmentDeleted" event that was triggered when the appointment was deleted.
  21. Close all forms.
Scenario 4: Schedule a TeleHealth Group Appointment with a TeleHealth service code and validate the TeleHealthAppointmentCreated/Updated/Deleted SDK events
Specific Setup:
  • A client is enrolled in an existing episode and has a phone number and email filed (Client A).
  • A user is defined in 'User Definition' that has the following: "TeleHealth" selected in the 'Netsmart Mobile App Access' field, "System Admin" selected in the 'Netsmart Mobile App User Role' field, an email filed in the 'Organizational Email Address' field, and an associated staff member that has hours for scheduling.
  • Group Telehealth Service codes must be created.
  • The services should indicate they are a Telehealth service by responding to the "Is this a Telehealth Service" with "Yes".
  • A group needs to be selected or created for this testing.
Steps
  1. Using the "Scheduling Calendar"
  2. Add a new group telehealth appointment.
  3. Leave this form open.
  4. Using the "CareFabric Monitor" form
  5. Using filters, locate the "TeleHealthAppointmentCreated" event that was triggered when the appointment was created.
  6. Validate the event includes all clients in the group.
  7. Leave this form open.
  8. Using the "Scheduling Calendar"
  9. Right click on the appointment that was just scheduled.
  10. Click on "AddRemove Group Members" to remove a client from the group appointment.
  11. Using the "CareFabric Monitor" form
  12. Using filters, locate the "TeleHealthAppointmentUpdated" event that was triggered when a group member was removed from the group.
  13. Validate the event includes all clients who remain in the group.
  14. Leave this form open.
  15. Using the "Scheduling Calendar"
  16. Right click on the appointment that was just updated.
  17. Click on "Delete".
  18. Validate the appointment is removed from the calendar.
  19. Using the "CareFabric Monitor" form
  20. Using filters, locate the "TeleHealthAppointmentDeleted" event that was triggered when the appointment was deleted.
  21. Close all forms.
Topics
• Telehealth