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Avatar Appointment Scheduling 2024 Update 16

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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 2024 Monthly Release 2024.01.02
Avatar Appointment Scheduling 2024 Update 18
Avatar Cal-PM 2024 Monthly Release 2024.01.02
Avatar PM 2024 Monthly Release 2024.01.02
RADplus 2024 Monthly Release 2024.01.02

Product Update Description

Support is added to determine when a telehealth service code or location is selected, but the practitioner chosen is not eligible to provide telehealth services. An alert is presented to identify the practitioner, co-practitioner or second co-practitioner that is not eligible. A new Registry Setting called 'Validate Practitioner for Netsmart Telehealth Appointments' is added to enable/disable this feature. The registry setting must be set to 'Y' to enable the new functionality.

Required Updates

Avatar Appointment Scheduling 2024 Update 14

Included Updates

3, 4, 8, 9, 11, 14

Details
NEW1 CHANGED0 FIXED0
New (1)
Appointment Scheduling - 'Validate Practitioner for Netsmart Telehealth Appointments' registry setting
The 'Validate Practitioner for Netsmart Telehealth Appointments' registry setting is added. When enabled, an alert will be displayed if a practitioner or co-practitioner is not eligible to provide Telehealth services when a Telehealth service code or location is selected.
Value Added: The ability to validate if a practitioner is eligible to provide Telehealth services, enabled via registry setting.
Topics
• Appointment Management • Post Staff Activity Log • Registry Settings • Scheduling Calendar • Telehealth
 
Acceptance Tests
AV-96920 Summary | Details
Appointment Scheduling - 'Validate Practitioner for Netsmart Telehealth Appointments' registry setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Appointment Management
  • Registry Settings (PM)
  • Post Staff Activity Log
Scenario 1: Appointment Management - Validate the 'Validate Practitioner for Netsmart Telehealth Appointments' registry setting
Specific Setup:
  • The 'Enable Enhanced Appointment Management Grid' registry setting must be set to "Y".
  • A service code must be defined with "Yes" selected in the 'Is This A TeleHealth Service' field in the 'Service Codes' form.
  • A location must be defined with the 'Is this a Telehealth location' extended dictionary set to "Yes". This is the 'Client' file, '(10006) Location' data element in the 'Dictionary Update' form.
  • A user must be defined with an associated staff member (Practitioner A). This user must have "Telehealth" selected in the 'Netsmart Mobile App Access' field and an 'Organization Email Address' on file in 'User Definition'.
  • A second user must be defined with an associated staff member (Practitioner B). This user does not have "Telehealth" selected in the 'Netsmart Mobile App Access' field in 'User Definition'.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Validate Practitioner for Netsmart Telehealth" in the 'Limit Registry Settings to the Following Search Criteria field.
  3. Click [View Registry Settings].
  4. Validate the 'Registry Setting' field contains: Avatar PM->Scheduling->Appointment->->->Validate Practitioner for Netsmart Telehealth Appointments.
  5. Validate the 'Registry Setting Details' field contains: When set to 'Y', the selected practitioner's permissions will be validated when either the service code or location is configured for Telehealth. Select 'N' to disable this functionality. This is the default value.
  6. Enter "Y" in the 'Registry Setting Value' field.
  7. Submit the form.
  8. Access the 'Appointment Management' form
  9. Select "Practitioner B" in the 'Practitioner' field.
  10. Enter the current date in the 'Appointment Start Date' and 'Appointment End Date' fields.
  11. Click [Add/Edit Appointments].
  12. Validate the 'Appointment Management' grid is displayed.
  13. Click [New Row].
  14. Select the desired value in the 'Site' field.
  15. Enter the desired time in the 'Start' field.
  16. Enter the desired value in the 'Duration' field.
  17. Validate the 'End' field is populated accordingly.
  18. Select "Practitioner B" in the 'Practitioner' field.
  19. Select any Telehealth service code in the 'Service Code' field.
  20. Validate an error is displayed stating: The selected practitioner is not eligible to provide TELEHEALTH services.
  21. Click [OK].
  22. Select any non-Telehealth service code in the 'Service Code' field.
  23. Select "Client A" in the 'Client' field.
  24. Select the desired value in the 'Episode' field.
  25. Select the desired value in the 'Program' field.
  26. Select any Telehealth location in the 'Location' field.
  27. Validate an error is displayed stating: The selected practitioner is not eligible to provide TELEHEALTH services.
  28. Click [OK].
  29. Select "Practitioner A" in the 'Practitioner' field.
  30. Select any Telehealth service code in the 'Service Code' field.
  31. Select any Telehealth location in the 'Location' field.
  32. Select "Practitioner B" in the 'Co Pract' field.
  33. Validate an error is displayed stating: The selected practitioner is not eligible to provide TELEHEALTH services.
  34. Click [OK].
  35. Validate the 'Co Pract' field no longer contains "Practitioner B".
  36. Select "Practitioner B" in the '2nd Co Pract' field.
  37. Validate an error is displayed stating: The selected practitioner is not eligible to provide TELEHEALTH services.
  38. Click [OK].
  39. Validate the 2nd 'Co Pract' field no longer contains "Practitioner B".
  40. Click [Save] and close the form.
  41. Access the 'Scheduling Calendar' form.
  42. Validate the newly created telehealth appointment is displayed for "Practitioner A".
  43. Click [Dismiss].
Scenario 2: Scheduling Calendar - Validate the 'Validate Practitioner for Netsmart Telehealth Appointments' registry setting
Specific Setup:
  • A service code must be defined with "Yes" selected in the 'Is This A TeleHealth Service' field in the 'Service Codes' form.
  • A location must be defined with the 'Is this a Telehealth location' extended dictionary set to "Yes". This is the 'Client' file, '(10006) Location' data element in the 'Dictionary Update' form.
  • A user must be defined with an associated staff member (Practitioner A). This user must have "Telehealth" selected in the 'Netsmart Mobile App Access' field and an 'Organization Email Address' on file in 'User Definition'.
  • A second user must be defined with an associated staff member (Practitioner B). This user does not have "Telehealth" selected in the 'Netsmart Mobile App Access' field in 'User Definition'.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Validate Practitioner for Netsmart Telehealth" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Validate the 'Registry Setting' field contains: Avatar PM->Scheduling->Appointment->->->Validate Practitioner for Netsmart Telehealth Appointments.
  5. Validate the 'Registry Setting Details' field contains: When set to 'Y', the selected practitioner's permissions will be validated when either the service code or location are configured for Telehealth. Select 'N' to disable this functionality. This is the default value.
  6. Enter "Y" in the 'Registry Setting Value' field.
  7. Submit the form.
  8. Access the 'Scheduling Calendar' form.
  9. Right click in any available time slot for "Practitioner B" and click [Add Appointment].
  10. Validate the 'Practitioner' field contains "Practitioner B".
  11. Select any Telehealth service code in the 'Service Code' field.
  12. Validate an error is displayed stating: The selected practitioner is not eligible to provide TELEHEALTH services. The practitioner field(s) will be removed.
  13. Validate the 'Practitioner' field no longer contains "Practitioner B".
  14. Select any non-Telehealth service code in the 'Service Code' field.
  15. Select "Practitioner B" in the 'Practitioner' field.
  16. Select any Telehealth location in the 'Location' field.
  17. Validate an error is displayed stating: The selected practitioner is not eligible to provide TELEHEALTH services. The practitioner field(s) will be removed.
  18. Validate the 'Practitioner' field no longer contains "Practitioner B".
  19. Select "Practitioner A" in the 'Practitioner' field.
  20. Select any Telehealth service code in the 'Service Code' field.
  21. Select "Client A" in the 'Client' field.
  22. Select any Telehealth location in the 'Location' field.
  23. Select "Practitioner B" in the 'First Co-Practitioner' field.
  24. Validate an error is displayed stating: The selected practitioner is not eligible to provide TELEHEALTH services.
  25. Validate the 'First Co-Practitioner' field no longer contains "Practitioner B".
  26. Select "Practitioner B" in the 'Second Co-Practitioner' field.
  27. Validate an error is displayed stating: The selected practitioner is not eligible to provide TELEHEALTH services.
  28. Validate the 'Second Co-Practitioner' field no longer contains "Practitioner B".
  29. Click [Submit].
  30. Validate the newly created appointment displays for "Practitioner A" who is eligible to provide Telehealth services.
  31. Click [Dismiss].
Scenario 3: Post Staff Activity Log - Validate the 'Validate Practitioner for Netsmart Telehealth Appointments' registry setting
Specific Setup:
  • A service code must be defined with "Yes" selected in the 'Is This A TeleHealth Service' field in the 'Service Codes' form.
  • A location must be defined with the 'Is this a Telehealth location' extended dictionary set to "Yes". This is the 'Client' file, '(10006) Location' data element in the 'Dictionary Update' form.
  • A user must be defined with an associated staff member (Practitioner A). This user must have "Telehealth" selected in the 'Netsmart Mobile App Access' field and an 'Organization Email Address' on file in 'User Definition'.
  • A second user must be defined with an associated staff member (Practitioner B). This user does not have "Telehealth" selected in the 'Netsmart Mobile App Access' field in 'User Definition'.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Validate Practitioner for Netsmart Telehealth" in the 'Limit Registry Settings to the Following Search Criteria field.
  3. Click [View Registry Settings].
  4. Validate the 'Registry Setting' field contains: Avatar PM->Scheduling->Appointment->->->Validate Practitioner for Netsmart Telehealth Appointments.
  5. Validate the 'Registry Setting Details' field contains: When set to 'Y', the selected practitioner's permissions will be validated when either the service code or location is configured for Telehealth. Select 'N' to disable this functionality. This is the default value.
  6. Enter "Y" in the 'Registry Setting Value' field.
  7. Submit the form.
  8. Access the 'Post Staff Activity Log' form.
  9. Select "Practitioner B" in the 'Select Staff' dialog and click [OK].
  10. Enter the current date in the 'Appointment Date' field.
  11. Select the desired value in the 'Site' field.
  12. Select the "Appointments" section.
  13. Click [Add New Item].
  14. Enter the desired time in the 'Start Time' field.
  15. Enter the desired value in the 'Duration' field.
  16. Validate the 'End Time' field is populated accordingly.
  17. Select any Telehealth service code in the 'Service Code' field.
  18. Validate an error is displayed stating: The selected practitioner is not eligible to provide TELEHEALTH services.
  19. Click [OK].
  20. Select any non-Telehealth service code in the 'Service Code' field.
  21. Select "Client A" in the 'Client' field.
  22. Select the desired value in the 'Episode' field.
  23. Select the desired value in the 'Program' field.
  24. Select any Telehealth location in the 'Location' field.
  25. Validate an error is displayed stating: The selected practitioner is not eligible to provide TELEHEALTH services.
  26. Click [OK].
  27. Select any non-Telehealth location in the 'Location' field.
  28. Click [Submit].
  29. Access the 'Scheduling Calendar' form.
  30. Validate the non-telehealth appointment is displayed for "Practitioner B" and is posted.
  31. Click [Dismiss].
  32. Access the 'Post Staff Activity Log' form.
  33. Select "Practitioner A" in the 'Select Staff' dialog and click [OK].
  34. Enter the current date in the 'Appointment Date' field.
  35. Select the desired value in the 'Site' field.
  36. Select the "Appointments" section.
  37. Click [Add New Item].
  38. Enter the desired time in the 'Start Time' field.
  39. Enter the desired value in the 'Duration' field.
  40. Validate the 'End Time' field is populated accordingly.
  41. Select any Telehealth service code in the 'Service Code' field.
  42. Select "Client A" in the 'Client' field.
  43. Select the desired value in the 'Episode' field.
  44. Select the desired value in the 'Program' field.
  45. Select any Telehealth location in the 'Location' field.
  46. Select "Practitioner B" in the 'Co Staff Member' field.
  47. Validate an error is displayed stating: The selected practitioner is not eligible to provide TELEHEALTH services.
  48. Click [OK].
  49. Validate the 'Co Staff Member' field no longer contains "Practitioner B".
  50. Select "Practitioner B" in the 'Second Co Staff Member' field.
  51. Validate an error is displayed stating: The selected practitioner is not eligible to provide TELEHEALTH services.
  52. Click [OK].
  53. Validate the 'Second Co Staff Member' field no longer contains "Practitioner B".
  54. Submit the form.
  55. Access the 'Scheduling Calendar' form.
  56. Validate the newly created telehealth appointment is displayed for "Practitioner A" and is posted.
  57. Click [Dismiss].
Topics
• Appointment Management • Post Staff Activity Log • Registry Settings • Scheduling Calendar • Telehealth