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Avatar Appointment Scheduling 2024 Update 18

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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 16
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

The following changes are made: 1) Support is added to the Appointment Scheduling Web Service to determine when a telehealth service code or location is selected, but the practitioner chosen is not eligible to provide telehealth services. The associated Registry Setting called 'Validate Practitioner for Netsmart Telehealth Appointments' must be set to 'Y' to enable the new functionality. 2) An issue with webservices is resolved where missed visit and confirmation information is not editable. 3) An issue with webservices is resolved where missed visit and confirmation information are not cleared on appointment edits when not set to retain.

Required Updates

None

Included Updates

3, 4, 8, 9, 11, 14, 16

Details
NEW1 CHANGED0 FIXED1
New (1)
Appointment Scheduling - 'Validate Practitioner for Netsmart Telehealth Appointments' registry setting
The 'Appointment Scheduling' web services are enhanced to support the 'Validate Practitioner for Netsmart Telehealth Appointments' registry setting.
Value Added: The ability to validate if a practitioner is eligible to provide Telehealth services, enabled via registry setting.
Topics
• Add New Appointment • Registry Settings • Scheduling Calendar • Web Services
 
Fixed (1)
'Appointment Scheduling' web service
Ensure missed visit and confirmation information are updated as expected when filed via the 'Appointment Scheduling' web service.
Topics
• Add New Appointment • Scheduling Calendar • Web Services
 
Acceptance Tests
AV-87256 Summary | Details
'Appointment Scheduling' web service
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Appointment Scheduling System Defaults
Scenario 1: 'AppointmentScheduling' web service - Validate missed visits
Specific Setup:
  • A client has an existing appointment scheduled (Client A).
Steps
  1. Access the 'Appointment Scheduling System Defaults' form.
  2. Select "Missed Visit Notes", "Missed Visit Service Code", "Confirmation Notes", and "Confirmed Code" in the 'Retain The Following Properties Upon Appointment Edits' field.
  3. Submit the form.
  4. Access 'SOAPUI - AppointmentScheduling - UpdateAppointment'.
  5. Enter the system code that will be used to log on in the 'SystemCode' field.
  6. Enter the username that will be used to log on in the 'UserName' field.
  7. Enter the password for the user logging on in the 'Password' field.
  8. Enter the desired date in the 'ApptDate' field.
  9. Enter the desired time in the 'ApptEndTime' field.
  10. Enter the desired time in the 'ApptStartTime' field.
  11. Enter "Client A" in the 'ClientID' field.
  12. Enter the desired value in the 'ConfirmationNotes' field.
  13. Enter "X" in the 'Confirmed' field.
  14. Enter "1" in the 'Episode' field.
  15. Enter "X" in the 'MissedVisit' field.
  16. Enter the desired value in the 'MissedVisitNotes' field.
  17. Enter the desired value in the 'MissedVisitSvcCode' field.
  18. Enter any program in the 'Program' field.
  19. Enter any service code in the 'ServiceCode' field.
  20. Enter the desired site in the 'Site' field.
  21. Enter any staff in the 'StaffID' field.
  22. Enter the unique ID for the appointment in the 'AppointmentUniqueID' field.
  23. Click [Run].
  24. Validate the 'Confirmation' field contains a Unique ID (ex. Unique ID: NOT65244.001).
  25. Validate the 'Message' field contains: Appointment Scheduling web service has been filed successfully.
  26. Access the 'Scheduling Calendar' form.
  27. Right click on the appointment for "Client A" and click [Status Update].
  28. Validate "Yes" is selected in the 'Confirmed' field.
  29. Validate the 'Confirmation Notes' field contains the value entered via web service.
  30. Validate "Yes" is selected in the 'Missed Visit' field.
  31. Validate the 'Missed Visit Service Code' field contains the value entered via web service.
  32. Validate the 'Missed Visit Notes' field contains the value entered via web service.
  33. Close the form.
  34. Access the 'Appointment Scheduling System Defaults' form.
  35. De-select "Missed Visit Notes", "Missed Visit Service Code", "Confirmation Notes", and "Confirmed Code" in the 'Retain The Following Properties Upon Appointment Edits' field.
  36. Submit the form.
  37. Access 'SOAPUI - AppointmentScheduling - UpdateAppointment'.
  38. Enter the system code that will be used to log on in the 'SystemCode' field.
  39. Enter the username that will be used to log on in the 'UserName' field.
  40. Enter the password for the user logging on in the 'Password' field.
  41. Enter the desired date in the 'ApptDate' field.
  42. Enter any new time in the 'ApptEndTime' field.
  43. Enter any new time in the 'ApptStartTime' field.
  44. Enter "Client A" in the 'ClientID' field.
  45. Enter "1" in the 'Episode' field.
  46. Enter any program in the 'Program' field.
  47. Enter any service code in the 'ServiceCode' field.
  48. Enter the desired site in the 'Site' field.
  49. Enter any staff in the 'StaffID' field.
  50. Enter the unique ID for the appointment in the 'AppointmentUniqueID' field.
  51. Click [Run].
  52. Validate the 'Confirmation' field contains a Unique ID (ex. Unique ID: NOT65244.001).
  53. Validate the 'Message' field contains: Appointment Scheduling web service has been filed successfully.
  54. Access the 'Scheduling Calendar' form.
  55. Validate the appointment for "Client A" displays at the updated time.
  56. Right click on the appointment for "Client A" and click [Status Update].
  57. Validate the 'Confirmed', 'Confirmation Notes', 'Missed Visit', 'Missed Visit Service Code' and 'Missed Visit Notes' fields have been cleared out.
  58. Close the form.
Topics
• Add New Appointment • Scheduling Calendar • Web Services
AV-96926 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:
  • Registry Settings (PM)
  • SOAPUI - AppointmentScheduling - UpdateAppointment
Scenario 1: 'AppointmentScheduling' - 'AddAppointment' web service - 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 members (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 SOAPUI for the 'AppointmentScheduling' - 'AddAppointment' web service.
  9. Enter the system code that will be used to log on in the 'SystemCode' field.
  10. Enter the username that will be used to log on in the 'UserName' field.
  11. Enter the password for the user logging on in the 'Password' field.
  12. Enter the desired date in the 'ApptDate' field.
  13. Enter the desired time in the 'ApptEndTime' field.
  14. Enter the desired time in the 'ApptStartTime' field.
  15. Enter "Client A" in the 'ClientID' field.
  16. Enter "1" in the 'Episode' field.
  17. Enter "Program A" in the 'Program' field.
  18. Enter any Telehealth service code in the 'ServiceCode' field.
  19. Enter the desired site in the 'Site' field.
  20. Enter "Practitioner B" in the 'StaffID' field.
  21. Click [Run].
  22. Validate the 'Message' field contains: The selected Practitioner is not eligible to provide TELEHEALTH services.
  23. Enter "Practitioner A" in the 'StaffID' field.
  24. Validate the 'Confirmation' field contains a Unique ID (ex. Unique ID: NOT65244.001).
  25. Validate the 'Message' field contains: Appointment Scheduling web service has been filed successfully.
  26. Access the 'Scheduling Calendar' form.
  27. Validate the appointment added in the previous steps is displayed for "Practitioner A".
  28. Right click the appointment and click [Details/Edit].
  29. Validate all appointment details are displayed as filed.
  30. Close the form.
Scenario 2: 'AppointmentScheduling' - 'UpdateAppointment' web service - 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 has an existing appointment on file (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 SOAPUI for the 'AppointmentScheduling' - 'UpdateAppointment' web service.
  9. Enter the system code that will be used to log on in the 'SystemCode' field.
  10. Enter the username that will be used to log on in the 'UserName' field.
  11. Enter the password for the user logging on in the 'Password' field.
  12. Enter the desired date in the 'ApptDate' field.
  13. Enter the desired time in the 'ApptEndTime' field.
  14. Enter the desired time in the 'ApptStartTime' field.
  15. Enter "Client A" in the 'ClientID' field.
  16. Enter "1" in the 'Episode' field.
  17. Enter "Program A" in the 'Program' field.
  18. Enter any Telehealth service code in the 'ServiceCode' field.
  19. Enter the desired site in the 'Site' field.
  20. Enter "Practitioner B" in the 'StaffID' field.
  21. Enter the unique ID for the appointment in the 'AppointmentUniqueID' field.
  22. Click [Run].
  23. Validate the 'Message' field contains: The selected Practitioner is not eligible to provide TELEHEALTH services.
  24. Enter "Practitioner A" in the 'StaffID' field.
  25. Validate the 'Confirmation' field contains a Unique ID (ex. Unique ID: NOT65244.001).
  26. Validate the 'Message' field contains: Appointment Scheduling web service has been filed successfully.
  27. Access the 'Scheduling Calendar' form.
  28. Validate the appointment added in the previous steps is displayed for "Practitioner A".
  29. Right click the appointment and click [Details/Edit].
  30. Validate all appointment details are displayed as filed.
  31. Close the form.
Topics
• Add New Appointment • Registry Settings • Scheduling Calendar • Web Services