Skip to main content

Avatar CareFabric 2022 Monthly Release 2022.00.01 Acceptance Tests

  1. Last updated
  2. Save as PDF
Update 2 Summary | Details
Flowsheet Labs - Recurring Lab Order Results
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Flowsheet
Scenario 1: Validate the recurring orders in Flowsheet pulls the latest information for the latest occurrence order
Specific Setup:
  • Have a client with a recurring lab order and make sure the order has 'Electronic' and 'Facility Staff will Collect' marked.
  • Make sure to collect multiple renditions of this recurring order in eMAR and take notes of the time and date collected for the respective occurrence.
Steps
  1. In Avatar, navigate to the "Flowsheet" widget
  2. Select the client with the lab results that meets setup criteria
  3. Click the "Labs" tab
  4. Navigate to the 'Collected' status for an occurrence of the recurring lab order
  5. Verify the corresponding "Status" field is populated as "Collected"
  6. Verify the corresponding "Collected Time" field is populated with the expected collected time
  7. Click [COLLECTED]
  8. Verify the "Order Details" dialog window is displayed
  9. Verify the "Order Number" field is populated with the expected order ID
  10. Verify the "Order Date/Time" field is populated with the expected order date and time
  11. Verify the "Ordered By" field is populated with the expected practitioner
  12. Verify the "Status" field is populated as "Collected"
  13. Verify the "Special Instructions" is populated as expected
  14. Verify the "Collected By" is populated with expected practitioner
  15. Verify the "Collected Date/Time" field is populated with the expected collected date and time
  16. Click [X]
  17. Verify the "Order Details" dialog window is no longer displayed
  18. Navigate to the 'Collected' status for the latest/most recent occurrence of the recurring lab order
  19. Verify the corresponding "Status" field is populated as "Collected"
  20. Verify the corresponding "Collected Time" field is populated with the expected collected time
  21. Click [COLLECTED]
  22. Verify the "Order Details" dialog window is displayed
  23. Verify the "Order Number" field is populated with the expected order ID
  24. Verify the "Order Date/Time" field is populated with the expected order date and time
  25. Verify the "Ordered By" field is populated with the expected practitioner
  26. Verify the "Status" field is populated as "Collected"
  27. Verify the "Special Instructions" is populated as expected
  28. Verify the "Collected By" is populated with expected practitioner
  29. Verify the "Collected Date/Time" field is populated with the expected collected date and time
  30. Click [X]
  31. Verify the "Order Details" dialog window is no longer displayed
Flowsheet Labs - Populate 'Collected By' field in Flowsheet Order Details
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Flowsheet
Scenario 1: Validate display of Lab Order Statuses for Flowsheet from SoftLabs
Specific Setup:
  • Have a client with lab results, each configured with one of the following order statuses: 1) Received, 2) Correction, 3) Resulted 4) Canceled 5) Reviewed 6) Voided 7) Collected 8) Ordered
  • Have a client with microbiology results, each configured with one of the following order statuses: 1) Correction, 2) Preliminary, 3) Final, 4) Supplemental
Steps
  1. In Avatar, navigate to the "Flowsheet" widget
  2. Select the client with the lab results
  3. Click the "Labs" tab
  4. Navigate to the "Received" status lab result
  5. Verify the corresponding "Status" field is populated as "Received"
  6. Verify the corresponding "Collected Time" field is populated with the expected collected time
  7. Click [RECEIVED]
  8. Verify the "Order Details" dialog window is displayed
  9. Verify the "Order Number" field is populated with the expected order ID
  10. Verify the "Order Date/Time" field is populated with the expected order date and time
  11. Verify the "Ordered By" field is populated with the expected practitioner
  12. Verify the "Status" field is populated as "Received"
  13. Verify the "Special Instructions" is populated as expected
  14. Verify the "Collected Date/Time" field is populated with the expected collected date and time
  15. Verify the "Received Date/Time" field is populated with the expected date and time
  16. Click [X]
  17. Verify the "Order Details" dialog window is no longer displayed
  18. Navigate to the "Correction" status lab result
  19. Verify the corresponding "Status" field is populated as "Correction" and highlighted in red
  20. Verify the corresponding "Collected Time" field is populated with the expected collected time
  21. Click [CORRECTION]
  22. Verify the "Order Details" dialog window is displayed
  23. Verify the "Order Number" field is populated with the expected order ID
  24. Verify the "Order Date/Time" field is populated with the expected order date and time
  25. Verify the "Ordered By" field is populated with the expected practitioner
  26. Verify the "Status" field is populated as "Correction"
  27. Verify the "Special Instructions" is populated as expected
  28. Verify the "Collected Date/Time" field is populated with the expected collected date and time
  29. Verify the "Correction Date/Time" field is populated with the expected date and time
  30. Click [X]
  31. Verify the "Order Details" dialog window is no longer displayed
  32. Navigate to the "Resulted" status lab result
  33. Verify the corresponding "Status" field is populated as "Resulted"
  34. Verify the corresponding "Collected Time" field is populated with the expected collected time
  35. Click [RESULTED]
  36. Verify the "Order Details" dialog window is displayed
  37. Verify the "Order Number" field is populated with the expected order ID
  38. Verify the "Order Date/Time" field is populated with the expected order date and time
  39. Verify the "Ordered By" field is populated with the expected practitioner
  40. Verify the "Status" field is populated as "Resulted"
  41. Verify the "Special Instructions" is populated as expected
  42. Verify the "Collected Date/Time" field is populated with the expected collected date and time
  43. Verify the "Resulted Date/Time" field is populated with the expected date and time
  44. Click [X]
  45. Verify the "Order Details" dialog window is no longer displayed
  46. Navigate to the "Ordered" status lab result
  47. Verify the corresponding "Status" field is populated as "Ordered"
  48. Verify the corresponding "Collected Time" field is populated with the expected collected time
  49. Click [ORDERED]
  50. Verify the "Order Details" dialog window is displayed
  51. Verify the "Order Number" field is populated with the expected order ID
  52. Verify the "Order Date/Time" field is populated with the expected order date and time
  53. Verify the "Ordered By" field is populated with the expected practitioner
  54. Verify the "Status" field is populated as "Ordered"
  55. Verify the "Special Instructions" is populated as expected
  56. Verify the "Collected Date/Time" field is populated with the expected collected date and time
  57. Verify the "Received Date/Time" field is populated with the expected date and time
  58. Click [X]
  59. Verify the "Order Details" dialog window is no longer displayed
  60. Navigate to the "Collected" status lab result
  61. Verify the corresponding "Status" field is populated as "Received"
  62. Verify the corresponding "Collected Time" field is populated with the expected collected time
  63. Click [COLLECTED]
  64. Verify the "Order Details" dialog window is displayed
  65. Verify the "Order Number" field is populated with the expected order ID
  66. Verify the "Order Date/Time" field is populated with the expected order date and time
  67. Verify the "Ordered By" field is populated with the expected practitioner
  68. Verify the "Status" field is populated as "Collected"
  69. Verify the "Special Instructions" is populated as expected
  70. Verify the "Collected By" is populated with expected practitioner
  71. Verify the "Collected Date/Time" field is populated with the expected collected date and time
  72. Verify the "Received Date/Time" field is populated with the expected date and time
  73. Click [X]
  74. Verify the "Order Details" dialog window is no longer displayed
  75. Navigate to the "Canceled" status lab result
  76. Verify the corresponding "Status" field is populated as "Received"
  77. Verify the corresponding "Collected Time" field is populated with the expected collected time
  78. Click [CANCELED]
  79. Verify the "Order Details" dialog window is displayed
  80. Verify the "Order Number" field is populated with the expected order ID
  81. Verify the "Order Date/Time" field is populated with the expected order date and time
  82. Verify the "Ordered By" field is populated with the expected practitioner
  83. Verify the "Status" field is populated as "Canceled"
  84. Verify the "Collected By" is populated with expected practitioner
  85. Verify the "Canceled By" is populated with expected practitioner
  86. Verify the "Special Instructions" is populated as expected
  87. Verify the "Collected Date/Time" field is populated with the expected collected date and time
  88. Verify the "Received Date/Time" field is populated with the expected date and time
  89. Click [X]
  90. Verify the "Order Details" dialog window is no longer displayed
  91. Navigate to the "Resulted" status lab result
  92. Verify the corresponding "Status" field is populated as "Resulted"
  93. Verify the corresponding "Collected Time" field is populated with the expected collected time
  94. Click the lab result
  95. Verify the 'Lab Result' popup modal is displayed as expected
  96. Mark the 'Clinician Review' by checkbox
  97. Populate the input field with any text
  98. Click [Sign]
  99. Click [X] icon of the popup
  100. Verify the lab result is updated and displayed with reviewed icon as expected
  101. Click [RESULTED]
  102. Verify the "Order Details" dialog window is displayed
  103. Verify the "Order Number" field is populated with the expected order ID
  104. Verify the "Order Date/Time" field is populated with the expected order date and time
  105. Verify the "Ordered By" field is populated with the expected practitioner
  106. Verify the "Status" field is populated as "Canceled"
  107. Verify the "Collected By" is populated with expected practitioner
  108. Verify the "Resulted By" is populated with expected practitioner
  109. Verify the "Special Instructions" is populated as expected
  110. Verify the "Collected Date/Time" field is populated with the expected collected date and time
  111. Verify the "Received Date/Time" field is populated with the expected date and time
  112. Click [X]
  113. Verify the "Order Details" dialog window is no longer displayed
  114. Select the client with the microbiology results
  115. Click the "Microbiology" tab
  116. Navigate to the "Correction" status microbiology result
  117. Verify the "Status" field is populated as "Correction"
  118. Verify the "Order" field is populated with the expected order ID
  119. Verify the "Ordered Date/Time" field is populated with the expected order date and time
  120. Verify the "Ordered By" field is populated with the expected practitioner
  121. Verify the "Special Instructions" field is populated with the expected special instructions
  122. Verify the "Source" field is populated with the expected source
  123. Verify the "Site" field is populated with the expected site
  124. Verify the "Specimen Collected" field is populated with the expected specimen collected date and time
  125. Verify the "Corrected" date and time is displayed as expected
  126. Navigate to the "Canceled" status lab result
  127. Verify the corresponding "Status" field is populated as "Received"
  128. Verify the corresponding "Collected Time" field is populated with the expected collected time
  129. Click [CANCELED]
  130. Verify the "Order Details" dialog window is displayed
  131. Verify the "Order Number" field is populated with the expected order ID
  132. Verify the "Order Date/Time" field is populated with the expected order date and time
  133. Verify the "Ordered By" field is populated with the expected practitioner
  134. Verify the "Status" field is populated as "Canceled"
  135. Verify the "Collected By" is populated with expected practitioner
  136. Verify the "Canceled By" is populated with expected practitioner
  137. Verify the "Special Instructions" is populated as expected
  138. Verify the "Collected Date/Time" field is populated with the expected collected date and time
  139. Verify the "Received Date/Time" field is populated with the expected date and time
  140. Click [X]
  141. Verify the "Order Details" dialog window is no longer displayed
  142. Navigate to the "Preliminary" status microbiology result
  143. Mark the 'Clinician Review' by checkbox
  144. Populate the input field with any text
  145. Click [Sign]
  146. Verify the "Status" field is populated as "Preliminary"
  147. Verify the "Order" field is populated with the expected order ID
  148. Verify the "Ordered Date/Time" field is populated with the expected order date and time
  149. Verify the "Ordered By" field is populated with the expected practitioner
  150. Verify the "Reviewed By" field is populated with the expected practitioner
  151. Verify the "Special Instructions" field is populated with the expected special instructions
  152. Verify the "Source" field is populated with the expected source
  153. Verify the "Site" field is populated with the expected site
  154. Verify the "Specimen Collected" field is populated with the expected specimen collected date and time
  155. Validate the "Prelim" date and time is displayed as expected
  156. Navigate to the "Final" status microbiology result
  157. Mark the 'Clinician Review' by checkbox
  158. Populate the input field with any text
  159. Click [Sign]
  160. Verify the "Status" field is populated as "Final"
  161. Verify the "Order" field is populated with the expected order ID
  162. Verify the "Ordered Date/Time" field is populated with the expected order date and time
  163. Verify the "Ordered By" field is populated with the expected practitioner
  164. Verify the "Reviewed By" field is populated with the expected practitioner
  165. Verify the "Special Instructions" field is populated with the expected special instructions
  166. Verify the "Source" field is populated with the expected source
  167. Verify the "Site" field is populated with the expected site
  168. Verify the "Specimen Collected" field is populated with the expected specimen collected date and time
  169. Verify the "Final" date and time is displayed as expected
  170. Navigate to the "Supplemental" status microbiology result
  171. Verify the "Status" field is populated as "Supplemental"
  172. Verify the "Order" field is populated with the expected order ID
  173. Verify the "Ordered Date/Time" field is populated with the expected order date and time
  174. Verify the "Ordered By" field is populated with the expected practitioner
  175. Verify the "Special Instructions" field is populated with the expected special instructions
  176. Verify the "Source" field is populated with the expected source
  177. Verify the "Site" field is populated with the expected site
  178. Verify the "Specimen Collected" field is populated with the expected specimen collected date and time
  179. Navigate to a date that has no "labs" data on file
  180. Validate an extra grey line is not displayed as expected
Flowsheet - Microbiology Results
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Flowsheet
  • CareFabric Log Viewer.Response Payload
Scenario 1: Validate the "Urinalysis" Lab order result displays "Urine Culture" in Microbiology.
Specific Setup:
  • Have a client with an "ordered" and "resulted" Urinalysis lab result and a Urine Culture in the "Preliminary" status.
Steps
  1. In Avatar, navigate to the "Flowsheet" widget
  2. Select the client with the lab results
  3. Click the "Labs" tab
  4. Verify the desired lab results are displayed as expected
  5. Navigate to "Urinalysis" lab order
  6. Verify the result with "Ordered" status is populated as expected
  7. Click the "Status" field
  8. Verify the corresponding "Status" field is populated as "Ordered"
  9. Verify the corresponding "Collected Time" field is populated with the expected collected time
  10. Click [ORDERED]
  11. Verify the "Order Details" dialog window is displayed
  12. Verify the "Order Number" field is populated with the expected order ID
  13. Verify the "Order Date/Time" field is populated with the expected order date and time
  14. Verify the "Ordered By" field is populated with the expected practitioner
  15. Verify the "Status" field is populated as "ORDERED"
  16. Verify the "Special Instructions" is populated as expected
  17. Click [X]
  18. Verify the "Order Details" dialog window is no longer displayed
  19. Verify after the "Urinalysis" result will display the "UA Microscopic" along with it.
  20. Verify both the "Urinalysis" and "UA Microscopic" statuses are changed to "Resulted"
  21. Navigate to the "Resulted" status lab result
  22. Verify the corresponding "Status" field is populated as "Resulted"
  23. Verify the corresponding "Collected Time" field is populated with the expected collected time
  24. Click [Resulted]
  25. Verify the "Order Details" dialog window is displayed
  26. Verify the "Order Number" field is populated with the expected order ID
  27. Verify the "Order Date/Time" field is populated with the expected order date and time
  28. Verify the "Ordered By" field is populated with the expected practitioner
  29. Verify the "Status" field is populated as "Received"
  30. Verify the "Special Instructions" is populated as expected
  31. Verify the "Collected Date/Time" field is populated with the expected collected date and time
  32. Verify the "Collected by" field is populated with the expected practitioner username
  33. Verify the "Received Date/Time" field is populated with the expected date and time
  34. Verify the "Resulted Date/Time" field is populated with the expected date and time
  35. Click [X]
  36. Verify the "Order Details" dialog window is no longer displayed
  37. Click the "Microbiology" Collection tab
  38. Verify the "Urine Culture" is displayed with "preliminary" status
Flowsheet Labs - Lab Order Frequencies (STAT & ONCE)
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Flowsheet
Scenario 1: Validate the 'specimenCollectedDate' for different Laboratory Frequencies
Specific Setup:
  • Have a client with lab results that have different frequencies as follows: "STAT", "Once"
Steps
  1. In Avatar, navigate to the "Flowsheet" widget
  2. Select the client with the lab results
  3. Click the "Labs" tab
  4. Verify the desired lab results are displayed as expected
  5. Navigate to Lab result which have set frequencies as "STAT"
  6. Verify the corresponding "Status" field is populated as "Ordered"
  7. Verify the corresponding "Collected Time" field is populated with the expected collected time
  8. Click [ORDERED]
  9. Verify the "Order Details" dialog window is displayed
  10. Verify the "Order Number" field is populated with the expected order ID
  11. Verify the "Order Date/Time" field is populated with the expected order date and time
  12. Verify the "Ordered By" field is populated with the expected practitioner
  13. Verify the "Status" field is populated as "ORDERED"
  14. Verify the "Special Instructions" is populated as expected
  15. Click [X]
  16. Verify the "Order Details" dialog window is no longer displayed
  17. Navigate to Lab result which have set frequencies as "Once"
  18. Verify the corresponding "Status" field is populated as "Ordered"
  19. Verify the corresponding "Collected Time" field is populated with the expected collected time
  20. Click [ORDERED]
  21. Verify the "Order Details" dialog window is displayed
  22. Verify the "Order Number" field is populated with the expected order ID
  23. Verify the "Order Date/Time" field is populated with the expected order date and time
  24. Verify the "Ordered By" field is populated with the expected practitioner
  25. Verify the "Status" field is populated as "ORDERED"
  26. Verify the "Special Instructions" is populated as expected
  27. Click [X]
  28. Verify the "Order Details" dialog window is no longer displayed
  29. Verify the same Lab result which was "Collected" for frequencies as "STAT"
  30. Verify the corresponding "Status" field is populated as "Collected"
  31. Verify the corresponding "Collected Time" field is populated with the expected collected time
  32. Click [COLLECTED]
  33. Verify the "Order Details" dialog window is displayed
  34. Verify the "Order Number" field is populated with the expected order ID
  35. Verify the "Order Date/Time" field is populated with the expected order date and time
  36. Verify the "Ordered By" field is populated with the expected practitioner
  37. Verify the "Status" field is populated as "COLLECTED"
  38. Verify the "Special Instructions" is populated as expected
  39. Verify the "Collected Date/Time" field is populated with the expected collected date and time
  40. Verify the "Collected By" is populated with the expected collected user
  41. Click [X]
  42. Verify the "Order Details" dialog window is no longer displayed
  43. Verify the same Lab result which was "Collected" for frequencies as "Once"
  44. Verify the corresponding "Status" field is populated as "Collected"
  45. Verify the corresponding "Collected Time" field is populated with the expected collected time
  46. Click [COLLECTED]
  47. Verify the "Order Details" dialog window is displayed
  48. Verify the "Order Number" field is populated with the expected order ID
  49. Verify the "Order Date/Time" field is populated with the expected order date and time
  50. Verify the "Ordered By" field is populated with the expected practitioner
  51. Verify the "Status" field is populated as "COLLECTED"
  52. Verify the "Special Instructions" is populated as expected
  53. Verify the "Collected Date/Time" field is populated with the expected collected date and time
  54. Verify the "Collected By" is populated with the expected collected user
  55. Click [X]
  56. Verify the "Order Details" dialog window is no longer displayed
Flowsheet - 'ABG (Unit Performed)' lab results
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Flowsheet
Scenario 1: Validate status of 'ABG (Unit Performed)' lab results in Flowsheet
Specific Setup:
  • Have a user with access to Flowsheet, the 'Order Entry Console', and the 'Work List' widget
  • Have a Client with no prior 'ABG' Lab orders
Steps
  1. In Avatar, navigate to the "Flowsheet" widget
  2. Select the client with the lab results that meets setup criteria
  3. Click the "Labs" tab
  4. Verify no 'ABG (Unit Performed)' order are present
  5. Navigate to the 'Order Entry Console'.
  6. In the 'New Order' section, search for and select 'ABG (Unit Performed)' order
  7. Enter the required details and valid Start Date/Time
  8. Sign the order
  9. Verify the order is places and is in Active status
  10. Navigate to Flowsheet
  11. Select 'Labs' tab
  12. Verify the 'ABG (Unit Performed)' result is added for the respective date
  13. Verify the order is in 'Ordered' status
  14. Navigate to 'Work List' widget
  15. Select the 'Lab Orders' tab
  16. Verify the 'ABG (Unit Performed)' result is present
  17. Select any valid date and click 'Administer'
  18. Set the 'Collection Event' as 'Collected'
  19. Enter any other required details and Save
  20. Navigate to Flowsheet
  21. Select 'Labs' tab
  22. Verify the 'ABG (Unit Performed)' result is in 'Collected' status
  23. Navigate to 'Unit Performed Lab' form
  24. In 'Order selection' field select 'ABG (Unit Performed)'
  25. Enter any valid 'Specimen collected' and 'Result date'
  26. In the 'Results' section, add any valid result
  27. Click [File]
  28. Navigate to Flowsheet
  29. Select 'Labs' tab
  30. Verify the 'ABG (Unit Performed)' result is in 'Resulted' status
  31. Verify the entered values are displayed respectively.
Topics
• Lab Results • Microbiology • CareFabric • myAvatar/myAvatar NX • ListLaboratoryResult
2.7 Update 2 Summary | Details
Medical Note - Recent Order Actions
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • SQL Query/Reporting
Scenario 1: Validate the 'SearchOrderByLastAction' SDK action
Specific Setup:
  • User with existing Provider login credentials
  • User with existing client admitted to Medical Note
  • Client with existing orders that have been entered in Orders console in the last 7 days
  • User with access to Crystal Reports or any other SQL reporting tool
Steps
  1. Login to Avatar as a Provider.
  2. Select any client and select the MedNote widget.
  3. Verify the existence of the "Facesheet" tab.
  4. Click [Recent Order Actions] link.
  5. Click [Refresh].
  6. Verify the existence of the recent order for the selected client.
  7. Access Crystal Reports or other SQL Reporting Tool.
  8. Create a report using the 'OrderEntry.history_client_order' table.
  9. Validate a row is displayed for the recent order history for the selected client.
  10. Validate the 'PATID' field contains the Client ID.
  11. Validate the 'last_action_date' field contains the Date for the updated order.
  12. Validate the 'Order_Description' field contains the Order Description.
  13. Validate the 'ORDuniqueid' field contains the Order ID.
  14. Validate the 'ID' field contains the Client ID and Order ID.
  15. Close the report.
Topics
• Order Entry Console • Medical Note
Update 3 Summary | Details
Avatar CareFabric - support for ProviderConnect Enterprise
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • ProviderConnect Enterprise Action Log
  • Discharge
  • Diagnosis
Scenario 1: ProviderConnect Enterprise- Validate the 'PutProgramAdmission' action
Specific Setup:
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be configured for a valid managing organization.
  • A client must exist in the configured managing organization's system with a DOB and SSN on file (Client A).
  • A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).
Steps
  1. Access the 'Admission' form.
  2. Verify the 'Select Client' dialog is displayed.
  3. Enter the last name of the client that exists in the managing organization's system in the 'Last Name' field.
  4. Enter the first name of the client that exists in the managing organization's system in the 'First Name' field.
  5. Enter the sex of the client that exists in the managing organization's system in the 'Sex' field.
  6. Click [Search].
  7. Validate a "Search Results" message is displayed stating: No matches found.
  8. Click [OK] and [New Client].
  9. Validate a "Client" message is displayed stating: Auto Assign Next ID Number?
  10. Click [Yes].
  11. Enter the desired date in the 'Preadmit/Admission Date' field.
  12. Enter the desired time in the 'Preadmit/Admission Time' field.
  13. Select any program that is selected in the 'Associated Admission Programs' field in the 'Managing Organization Definition' form in the 'Program' field.
  14. Enter "Client A's" date of birth in the 'Date Of Birth' field.
  15. Enter "Client A's" social security number in the 'Social Security Number' field.
  16. Select the desired value in the 'Type Of Admission' field.
  17. Select desired value in the 'Source Of Admission' field.
  18. Enter "Practitioner A" in the 'Admitting Practitioner' field.
  19. Select the "ProviderConnect Enterprise Identifiers" section.
  20. Click [Add New Item].
  21. Select the defined managing organization in the 'External Organization' field.
  22. Click [Search].
  23. Select the matching client record in the 'Select Matching Client Record' dialog.
  24. Click [OK].
  25. Validate the 'External ID' field contains the client ID for the client in the managing organization's system.
  26. Click [Update Demographics].
  27. Validate an "Information" message is displayed stating: Client Demographics Information Updated.
  28. Click [OK].
  29. Select the "Demographics" section.
  30. Validate demographic fields have been updated to match the managing organizations record.
  31. Click [Submit].
  32. Access the 'ProviderConnect Enterprise Action Log'.
  33. Enter the desired date in the 'From Date' and 'Through Date' fields.
  34. Enter the desired time in the 'From Time' and 'Through Time' fields.
  35. Select the desired organization in the 'Managing Organization' field.
  36. Select "PutProgramAdmission" in the 'Action Name' field.
  37. Click [View Action Log].
  38. Verify the 'ProviderConnect Enterprise Action Log' Report is displayed.
  39. Validate the 'ProviderConnect Enterprise Action Log' Report contains a row for the 'PutProgramAdmission' action that was triggered from the 'Admission' form with a result of "Success".
  40. Close the report and the form.
Scenario 2: ProviderConnect Enterprise- Validate the 'PutProgramDischarge' action
Specific Setup:
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be defined for a valid managing organization.
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).
  • A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).
Steps
  1. Select "Client A" and access the 'Discharge' form.
  2. Select the episode that is mapped to the managing organization from the Pre-Display.
  3. Click [OK].
  4. Enter the desired date in the 'Date of Discharge' field.
  5. Enter the desired time in the 'Discharge Time' field.
  6. Select the desired type in the 'Type Of Discharge' field.
  7. Enter "Practitioner A" in the 'Discharge Practitioner' field.
  8. Enter the desired value in the 'Discharge Remarks/Comments' field.
  9. Select the 'CSI' tab.
  10. Select the desired value in the 'Patient Status Code' field.
  11. Select the desired value in the 'Discharge Legal Class' field.
  12. Click [Submit].
  13. Access the 'ProviderConnect Enterprise Action Log' form.
  14. Enter the desired date in the 'From Date' and 'Through Date' fields.
  15. Enter the desired time in the 'From Time' and 'Through Time' fields.
  16. Select the desired organization in the 'Managing Organization' field.
  17. Select "PutProgramDischarge" in the 'Action Name' field.
  18. Click [View Action Log].
  19. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  20. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutProgramDischarge' action that was triggered from the 'Discharge' form with a "Success" result.
  21. Close the report and the form.
Scenario 3: ProviderConnect Enterprise- Validate the 'PutDiagnosis' and 'PutDiagnosisEntry' actions
Specific Setup:
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be defined for a valid managing organization.
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).
  • A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).
Steps
  1. Select "Client A" and access the 'Diagnosis' form.
  2. Select the episode mapped to the managing organization from the Pre-Display.
  3. Click [OK].
  4. Select the desired value in the 'Type Of Diagnosis' field.
  5. Enter the desired date in the 'Date Of Diagnosis' field.
  6. Enter the desired time in the 'Time Of Diagnosis' field.
  7. Click [New Row].
  8. Enter the desired value in the 'Diagnosis Search' field.
  9. Validate the 'Ranking' field contains "Primary".
  10. Enter "Practitioner A" in the 'Diagnosing Practitioner' field.
  11. Select the "Additional Diagnosis Information" section.
  12. Select the desired value in the 'Trauma (CSI)' field.
  13. Select the desired value(s) in the 'General Medical Condition Summary Code (CSI)' field.
  14. Select "Yes" in the 'Substance Abuse / Dependence (CSI)' field.
  15. Select the desired value in the 'Substance Abuse / Dependence Diagnosis (CSI)' field.
  16. Click [Submit].
  17. Validate a "Pre-Display Confirmation" message is displayed stating: Do you want to return to Pre-Display?
  18. Click [No].
  19. Access the 'ProviderConnect Enterprise Action Log'.
  20. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  21. Enter the desired times in the 'From Time' and 'Through Time' fields.
  22. Select the desired organization in the 'Managing Organization' field.
  23. Select "PutDiagnosis" in the 'Action Name' field.
  24. Click [View Action Log].
  25. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  26. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutDiagnosis' action that was triggered from the 'Diagnosis' form with a "Success" result.
  27. Close the report.
  28. Select "PutDiagnosisEntry" in the 'Action Name' field.
  29. Click [View Action Log].
  30. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  31. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutDiagnosisEnry' action that was triggered from the 'Diagnosis' form with a "Success" result.
  32. Close the report and the form.
Topics
• Admission • ProviderConnect Enterprise • NX • ProviderConnect Enterprise Action Log • Diagnosis
Update 4 Summary | Details
Support is added for other products and modules
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Scheduling Calendar
  • Delete Appointment
  • CareFabric Monitor
  • Add New Appointment
Scenario 1: Delete an individual appointment and validate the 'AppointmentDeleted' SDK event is raised
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Client A has an existing appointment.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click on the existing appointment and click [Delete].
  3. Click [Yes].
  4. Validate the 'Appointment Grid' no longer contains the appointment.
  5. Click [Dismiss].
  6. Access the 'CareFabric Monitor' form.
  7. Enter the current date in the 'From Date' and 'Through Date' fields.
  8. Enter "Client A" in the 'Client ID' field.
  9. Click [View Activity Log].
  10. Validate the 'CareFabric Monitor Report' contains an "AppointmentDeleted" record.
  11. Click [Click To View Record].
  12. Validate the 'clientID' - 'id' field contains "Client A's" Client ID.
  13. Validate the 'pertainingToClientEventID' - 'id' field contains "Client A's" episode number.
  14. Close the report and the form.
Scenario 2: Create & delete a group appointment and validate the 'AppointmentCreated' and 'AppointmentDeleted' SDK events are raised for all group members
Specific Setup:
  • A group is defined with two members in the 'Group Registration' form (Group A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter the desired group service code in the 'Service Code' field.
  4. Select the desired program in the 'Program' field.
  5. Enter "Group A" in the 'Group #' field.
  6. Validate the '# Of Clients' field contains "2".
  7. Click [Submit].
  8. Validate the 'Appointment Grid' contains the appointment for "Group A".
  9. Click [Dismiss].
  10. Access Crystal Reports or other SQL Reporting Tool.
  11. Create a report using the 'SYSTEM.radplus_transfer_queue' table.
  12. Validate rows are displayed for each group member for the group appointment created in the previous steps. Please note: this process occurs quickly so records may have already been cleared out before viewing the report.
  13. Validate the 'process_identifier' field contains a unique identifier containing "FACILITY||PATID||APPT_TABLE3000||APPT#||Appointment||C||USER".
  14. Refresh the report until the records are cleared out.
  15. Access the 'CareFabric Monitor' form.
  16. Enter the current date in the 'From Date' and 'Through Date' fields.
  17. Enter "AppointmentCreated" in the 'Event/Action Search' field.
  18. Click [View Activity Log].
  19. Validate the 'CareFabric Monitor Report' contains "AppointmentCreated" records for both clients in "Group A".
  20. Close the report and the form.
  21. Access the 'Scheduling Calendar' form.
  22. Right click on the existing appointment for "Group A" and click [Delete].
  23. Validate a message is displayed stating: Are you sure?
  24. Click [Yes].
  25. Validate the 'Appointment Grid' no longer contains the appointment for "Group A".
  26. Click [Dismiss].
  27. Access Crystal Reports or other SQL Reporting Tool.
  28. Create a report using the 'SYSTEM.radplus_transfer_queue' table.
  29. Validate rows are displayed for each group member for the group appointment created in the previous steps. Please note: this process occurs quickly so records may have already been cleared out before viewing the report.
  30. Validate the 'process_identifier' field contains a unique identifier containing "FACILITY||PATID||APPT_TABLE3000||APPT#||Appointment||D||USER".
  31. Refresh the report until the records are cleared out.
  32. Access the 'CareFabric Monitor' form.
  33. Enter the current date in the 'From Date' and 'Through Date' fields.
  34. Enter "AppointmentDeleted" in the 'Event/Action Search' field.
  35. Click [View Activity Log].
  36. Validate the 'CareFabric Monitor Report' contains "AppointmentDeleted" records for both clients in "Group A".
  37. Close the report and the form.
Scenario 3: Create an appointment and validate the 'AppointmentCreated' SDK event is raised
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click on an available time slot and click [Add New Appointment].
  3. Enter desired service code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select "Episode 1" in the 'Episode Number' field.
  6. Click [Submit] and [Dismiss].
  7. Access the "CareFabric Monitor" form.
  8. Enter the current date in the 'From Date' field.
  9. Enter the current date in the 'Through Date' field.
  10. Enter "Client A" in the 'Client ID' field.
  11. Click [View Activity Log].
  12. Validate the 'CareFabric Monitor Report' contains an "AppointmentCreated" record.
  13. Click [Click To View Record].
  14. Validate the 'clientID' - 'id' field contains "Client A's" Client ID.
  15. Validate the appointment data is populated as expected.
  16. Close the report and close the form.
Topics
• Scheduling Calendar • Delete Appointment • NX
Update 5 Summary | Details
Medical Note Appointment List - Appointments marked as missed visit
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Scheduling Calendar
  • Today's E&M Appointments
  • Scheduling Calendar - Status Update
  • My Draft Notes
Scenario 1: Validate the Individual appointment list in MedNote when updating the appointment status for an E&M appointment to a missed visit
Specific Setup:
  • User with Provider login credentials
  • MedNote provider has a client with individual E&M appointment scheduled in 'Scheduling Calendar' form
  • User with existing individual service code setup for Medical Note
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Verify the existence of the E&M appointment scheduled for the admitted practitioner.
  3. Right-Click on the existing appointment and select "Status Update".
  4. Validate the 'Scheduling Calendar - Status Update' form is displayed.
  5. Select "Yes" in the 'Missed Visit' checkbox field.
  6. Select any service code in the 'Missed Visit Service Code' dropdown field.
  7. Click [Submit].
  8. Validate the appointment updated successfully.
  9. Navigate to the MedNote widget.
  10. Verify the existence of the "Today's E&M Appointments/Notes".
  11. Validate that the scheduled E&M appointment that are marked as missed visit aren't displayed in "Today's E&M Appointments/Notes".
  12. Click the "My Draft Notes".
  13. Validate that the scheduled E&M appointment that are marked as missed visit aren't displayed in "My Draft Notes".
Medical Note - Appointment duration to pass midnight
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Scheduling Calendar
  • Note Details
  • Finalize.CPT Selection
  • Medical Note
  • Today's E&M Appointments
  • Patient Search
Scenario 1: Medical Note - Service end time passes midnight - Validate the "Staff Member" list in 'Scheduling Calendar' when a user has access to other staff members calendars
Specific Setup:
  • User with existing Provider login credentials
  • User has a staff member associated to the user in the 'User Definition' form
  • User has "Yes" selected in the 'Allow practitioner to see other practitioner calendars' field in the 'User Definition' form
  • A staff member must have hours defined in the 'Staff Members Hours and Exceptions' form
  • User with existing client admitted to existing episode in Medical Note
  • Client has an existing E&M appointment scheduled in 'Scheduling Calendar' form
  • User with an existing service code setup that requires a CPT recommendation in Medical Note
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Verify the 'Appointment Grid' table is displayed.
  3. Validate the 'Staff Members' field contains both the staff member associated to the logged in user and all other staff members.
  4. Click [Dismiss].
  5. Navigate to the Medical Note widget.
  6. Verify the existence of the "Today's E&M Appointments/Notes".
  7. Validate that the scheduled E&M appointment is displayed in "Today's E&M Appointments/Notes".
  8. Start the scheduled appointments and verify the existence of the "Facesheet" tab.
  9. Click the "Document" tab and fill out the mandatory fields on the "Document" tab.
  10. Click the "Finalize" tab and verify the existence of the "CPT Selection" field.
  11. In "CPT Selection" field, populate the "Face-to-Face Time with Patient" with a duration that will cause the appointment to go over midnight.
  12. Validate that error messages "Appointment cannot extend past midnight. Please change the start time or service duration" is displayed in the header.
  13. Validate that "Service Duration" field will not be updated when populating the "Face-to-Face Time with Patient" with a duration that will cause the appointment to go over midnight.
  14. Access the 'Scheduling Calendar' form.
  15. Verify the 'Appointment Grid' table is displayed.
  16. In the side panel, select any date or practitioner.
  17. Validate both the staff member associated to the logged in user and all other staff members are remained displayed in the 'Staff Members' field.
  18. Click [Dismiss].
Scenario 2: Add Note - Prevent end time from being saved pass the midnight
Specific Setup:
  • User with existing Provider login credentials
  • User with existing client admitted to existing episode in Medical Note
  • User with an existing service code setup that requires a CPT recommendation in Medical Note
Steps
  1. Log into Avatar with a Provider login credentials.
  2. Select any Client and select Medical Note widget.
  3. Verify the existence of the "Facesheet" tab.
  4. Click [Add Note].
  5. Verify the existence of the "Note Details".
  6. Populate the "Service Duration" with a duration that will cause the appointment to go over midnight.
  7. Complete the required fields in "Note Details".
  8. Click [Save].
  9. Validate that error messages "Appointment cannot extend past midnight. Please change the start time or service duration" is displayed in the header.
  10. Dismiss the error by clicking the [X].
  11. Populate the "Service Duration" with a duration that will not cause the appointment to go over midnight.
  12. Click [Save].
  13. Verify no error appears.
  14. Verify the existence of the "Facesheet" tab.
Scenario 3: Scheduled Appointment - Prevent end time from being saved pass the midnight
Specific Setup:
  • User with Provider login credentials
  • User with existing client admitted to existing episode in Medical Note
  • Client has an existing E&M appointment scheduled in 'Scheduling Calendar' form
  • User with an existing service code setup that requires a CPT recommendation in Medical Note
Steps
  1. Log into Avatar with a Provider login credentials.
  2. Select "Medical Note" widget.
  3. Verify the existence of the "Today's E&M Appointments/Notes".
  4. Validate that the scheduled E&M appointment is displayed in "Today's E&M Appointments/Notes".
  5. Start the scheduled appointment.
  6. Verify the existence of the "Note Details".
  7. Populate the "Service Duration" with a duration that will cause the appointment to go over midnight.
  8. Complete the required fields in "Note Details".
  9. Click [Save].
  10. Validate that error messages "Appointment cannot extend past midnight. Please change the start time or service duration" is displayed in the header.
  11. Dismiss the error by clicking the [X].
  12. Populate the "Service Duration" with a duration that will not cause the appointment to go over midnight.
  13. Click [Save].
  14. Verify no error appears.
  15. Verify the existence of the "Facesheet" tab.
Medical Note - HPI narrative
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Note Details
  • Document.HPI
  • E&M Appointments
  • Finalize.Note Summary
Scenario 1: Validate the saved notes match to the text inputs in "HPI" section of MedNote
Specific Setup:
  • User with Psychiatric Provider login credentials
  • User with an existing client admitted to Medical Note
  • User has at least 2 client
  • "Client A" and "Client B"
Steps
  1. Log into Avatar with a "Psychiatric Care" login.
  2. Select "Client A" and select Medical Note widget.
  3. Click on “Document” tab.
  4. Click on “HPI” menu.
  5. Click into “History of Present Illness” field.
  6. Populate the form with at least 32000 characters.
  7. Click [Save Draft].
  8. Validate the saved notes match to the input characters.
  9. Switching to a different "Client B" and verify the existence of the "Facesheet" tab for "Client B".
  10. Switching back to the "Client A" and verify the existence of the "Facesheet" tab for "Client A".
  11. Click [Select Note] and select the existing Progress Note for "Client A".
  12. Verify the existence of the "Facesheet" tab for "Client A".
  13. Click the "Document" tab and Click “HPI” menu.
  14. Click into “History of Present Illness” field.
  15. Validate the saved notes match to the input characters.
  16. Click the "Finalize" tab and click [Generate Note] in "Note Summary".
  17. Validate the populated text file is displayed with the input characters in "History of Present Illness" in Note Summary.
Topics
• Scheduling Calendar • Medical Note • CPT • Add New Appointment • Progress Notes • History of Present Illness • Note Summary
Update 9 Summary | Details
Avatar CareFabric - 'StaffMemberUpdated' SDK events
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Practitioner Enrollment
  • CareFabric Monitor
Scenario 1: Validate the 'StaffMemberUpdated' event includes 'Mobile App User Role' details for a user
Specific Setup:
  • User with a selected 'Netsmart Mobile App User Role' from the 'User Definition' form.
  • The user is associated with a staff member on the 'User Caseload' tab of the 'User Definition' form (Staff Member A).
  • The user is not associated with a user role(s) on the 'User Definition' tab of the 'User Definition' form
Steps
  1. Access the 'Practitioner Enrollment' form for "Staff Member A".
  2. Set the 'Zip Code' field to any.
  3. Click [Submit].
  4. Access the 'CareFabric Monitor' form.
  5. Click [Today] in the 'From Date' field.
  6. Click [Today] in the 'Through Date' field.
  7. Select 'All' from the 'Activity Direction' field.
  8. Select 'StaffMemberUpdated' from the 'Event/Action Search' field.
  9. Validate 'StaffMemberUpdated' is displayed in the 'Selected Events/Action' in the 'event/Action Search' field.
  10. Click [View Activity Log].
  11. Verify the 'CareFabric Monitor Report' window is displayed.
  12. Validate the 'CareFabric Monitor Report' window contains a 'StaffMemberUpdate' record for the Practitioner updated in the previous steps.
  13. Click [Click to View Record].
  14. Validate the 'roles' field displays the 'Netsmart Mobile App User Role' selected in the precondition.
Topics
• Practitioner • CareFabric Monitor • CareFabric
Update 11 Summary | Details
Avatar CareFabric is enhanced to support other products and modules
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
Scenario 1: 'Progress Notes (Group and Individual)' form - Validate the 'ProgressNoteCreated' payload
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Enter "Client A" in the 'Select Client' field.
  3. Select any value in the 'Select Episode' field.
  4. Select "New Service" in the 'Progress Note For' field.
  5. Select any value in the 'Note Type' field.
  6. Enter any value in the 'Notes Field' field.
  7. Enter the desired practitioner in the 'Practitioner' field.
  8. Enter the current date in the 'Date Of Service' field.
  9. Enter any value in the 'Service Code' field.
  10. Select "Final" in the 'Draft/Final' field.
  11. Click [File Note].
  12. Validate a "Progress Notes" message is displayed stating: Note Filed.
  13. Click [OK].
  14. Access the 'CareFabric Monitor' form.
  15. Enter the current date in the 'From Date' field.
  16. Enter the current date in the 'Through Date' field.
  17. Enter "Client A" in the 'Client ID' field.
  18. Click [View Activity Log].
  19. Select "ProgressNoteCreated" in the 'Activity Type' field.
  20. Click [Click to View Record].
  21. Validate all progress note data displays as expected.
  22. Close the report and the form.
Scenario 2: Validate the 'PutProgressNote' SDK action
Steps

Internal testing only.
Topics
• Progress Notes
2.7 Update 14 Summary | Details
Medical Note - Vital Sign Ranges
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • SQL Query/Reporting
Scenario 1: Validate the 'ListValueSets' SDK action
Specific Setup:
  • User with existing Provider login credentials
  • User with access to 'CWS Vital Signs Setup' form
  • User with multiple different vital signs added and at least one has multiple ranges in 'CWS Vital Signs Setup' form
  • User with access to Crystal Reports or any other SQL reporting tool
Steps
  1. Login to Avatar as a Provider.
  2. Select any Client and select the MedNote widget.
  3. Verify the existence of the "Facesheet" tab for the selected client.
  4. Access Crystal Reports or other SQL Reporting Tool.
  5. Create a report using the 'cw_vital_sign_setup' table.
  6. Validate a row is displayed for the updated vital sign.
  7. Validate the 'age_range_value' field contains the Age Range.
  8. Validate the 'normal_range_high' field contains the Normal Range High Value for the updated vital sign.
  9. Validate the 'normal_range_low' field contains the Normal Range Low Value for the updated vital sign.
  10. Validate the 'sex_value' field contains the Sex Value for the updated vital sign.
  11. Validate the 'vital_sign__value' field contains the Vital Sign Value for the updated vital sign.
Medical Note - Recent Order Actions
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • SQL Query/Reporting
Scenario 1: Validate the 'SearchOrderByLastAction' SDK action
Specific Setup:
  • User with existing Provider login credentials
  • User with an existing practitioner enrolled in 'Practitioner Enrollment' form
  • User with existing client admitted to Medical Note
  • User with access to 'Order Entry User Definition' form
  • The 'Order Entry User Definition' form has the MedNote Provider selected in the 'Select Order Entry User' field
  • The 'Order Entry User Definition' form has the Order Types selected in the 'Order Types Require Validation' field
  • Client with existing orders that have been entered and validated in Orders console in the last 7 days
  • User with access to Crystal Reports or any other SQL reporting tool
Steps
  1. Login to Avatar as a Provider.
  2. Select any client and select the MedNote widget.
  3. Verify the existence of the "Facesheet" tab.
  4. Click [Recent Order Actions] link.
  5. Click [Refresh].
  6. Verify the existence of the recent order for the selected client.
  7. Access Crystal Reports or other SQL Reporting Tool.
  8. Create a report using the 'OrderEntry.history_client_order' table.
  9. Validate a row is displayed for the recent order history for the selected client.
  10. Validate the 'PATID' field contains the Client ID.
  11. Validate the 'last_action_date' field contains the Date for the updated order.
  12. Validate the 'Order_Description' field contains the Order Description.
  13. Validate the 'ORDuniqueid' field contains the Order ID.
  14. Validate the 'ID' field contains the Client ID and Order ID.
  15. Validate the 'Iast_action_taken_code' field contains the action code "V".
  16. Validate the 'Iast_action_taken_value' field contains the action value "Validate".
  17. Validate the 'Iast_action_val_code' field contains the Last Action Code.
  18. Validate the 'Iast_action_val_value' field contains the Last Action Value.
  19. Close the report.
Topics
• Vitals • Medical Note • Order Entry Console
Update 16 Summary | Details
MedNote Integration - "Place of Service" CPT Recommendation
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (PM)
  • Note Details
  • Finalize
  • Finalize.CPT Selection
Scenario 1: Schedule a MedNote appointment with a TeleHealth Private location and validate the "Service Setting" in CPT reccomendation
Specific Setup:
  • User with existing Provider login credentials
  • A service program must be associated with the defended "Telehealth Provided in Patient’s Home" location in 'Program Maintenance' form
  • A client is enrolled in an existing episode
  • Client has an existing appointment scheduled in the 'Scheduling Calendar' form with a service code assigned to the group code that requires a CPT recommendation
  • "Appointment A"
  • User with access to 'Dictionary Update' form
  • A location with "Place Of Service (837 Professional)" or "Place Of Service (HCFA 24-B)" extended attributes set to "(10) Telehealth Provided in Patient’s Home"
  • A location must be defined as "(10) Telehealth Provided in Patient’s Home" in 'Dictionary Update' form
Steps
  1. Access the 'Dictionary Update' form.
  2. Select "Client" in the 'File' field.
  3. Select "Data Element Number" in the 'Data Element' field.
  4. Select "(10006) Location" in the 'Data Element' field.
  5. Set 'Dictionary Code' to any code.
  6. Set 'Dictionary Value' to any value.
  7. Select "Place Of Service (837 Professional)" or "(578) Place Of Service (HCFA 24-B)" from the 'Extended Dictionary Data Element' dropdown field.
  8. Select "(10) Telehealth Provided in Patient’s Home" from the 'Extended Dictionary Value (Single Dictionary)' dropdown field.
  9. Click [Apply Changes].
  10. Validate an 'Information' message is displayed stating: Filed!
  11. Click [OK].
  12. Click the 'Print Dictionary' tab.
  13. Select "Client" in the 'File' field.
  14. Select "Individual Data Element" in the 'Individual or All Data Elements' field.
  15. Select "Data Element Number" in the 'Data Element' field.
  16. Select "(10006) Location" in the 'Data Element' field.
  17. Click [Print Dictionary].
  18. Validate that user is able to add location with "Place Of Service (837 Professional)" or "Place Of Service (HCFA 24-B)" extended attributes set to "(10) Telehealth Provided in Patient’s Home".
  19. Validate that the additional location codes and values are displayed for '(10006) Location' dictionary.
  20. Close the form.
  21. Login to Avatar as a Provider.
  22. Select the MedNote widget.
  23. Verify the existence of the "Today's E&M Appointments/Notes".
  24. Start "Appointment A".
  25. Verify the existence of the "Facesheet" tab.
  26. Click the "Document" tab and fill the mandatory fields.
  27. Click "Finalize" tab and verify the existence of "CPT Selection" in the "Finalize" tab.
  28. Verify the 'Service Setting' appears as the "Office" in the CPT recommendation window.
Topics
• CPT • Dictionary • Medical Note