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Avatar CareFabric 2022 Monthly Release 2022.01.00 Acceptance Tests

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Update 8 Summary | Details
Send Written Date Field from myAvatar OE to OrderConnect
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Scratchpad
  • Final Review
  • Warning Override
  • Home Medications
  • Order Entry Console - Home Medications section - Final Review dialog - Pharmacy Search
  • Order Entry Console - Home Medications section
Scenario 1: As a Prescriber create an OTE order and validate the Written Date is in local time for user - send via eRx Output
Steps
  1. Internal Testing Only.
Scenario 2: As a Prescriber create a Home Medication order and validate the Written Date is in local time for user - send via eRx Output
Steps
  1. Internal Testing Only.
Topics
• Surescripts
Update 12 Summary | Details
Assessment Tables - New Properties Added
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Flowsheet
  • client-search-form
  • SQL Query/Reporting
  • assessments-historical-document
Scenario 1: Flowsheet - Validate assessment data fields into the 'SYSTEM.cfa_header' tables
Specific Setup:
  • Must have access to the 'CareFabric Assessment Management' form and select any assessments in the 'Select Assessment' field that can be saved from Flowsheet.
  • Must have access to the Flowsheet application and make sure "Sepsis Screen" and "Vital signs" assessments are published.
  • Must have access to Crystal Reports or other SQL reporting tool.
Steps
  1. In Avatar, navigate to the "Flowsheet" widget.
  2. Select any client.
  3. Select the "Vitals" tab.
  4. Navigate to "Sepsis Screen" assessment.
  5. Populate the fields.
  6. Click [Sign].
  7. Verify the previously signed "Sepsis Screen" assessment is displayed as expected.
  8. Access Crystal Reports or other SQL Reporting Tool and run a query against "SYSTEM.cfa_sepsis_screen_header" table.
  9. Verify the newly filed sepsis screen entry is populated in the "SYSTEM.cfa_sepsis_screen_header" table.
  10. Verify the "StartDate" field is populated with the expected date value.
  11. Verify the "StartDate_Date" field is populated with the expected date value.
  12. Verify the "StartDate_Time" field is populated with the expected time value.
  13. In Avatar, navigate to the "Flowsheet" widget.
  14. Select the previous client.
  15. Select the "Vitals" tab.
  16. Navigate to "Vital Signs" assessment.
  17. Populate the fields.
  18. Click [Sign].
  19. Verify the previously signed "Vital signs" assessment is displayed as expected.
  20. Access Crystal Reports or other SQL Reporting Tool and run a query against "SYSTEM.cfa_vital_signs_header" table.
  21. Verify the newly filed vital signs entry is populated in the "SYSTEM.cfa_vital_signs_header" table.
  22. Verify the "StartDate" field is populated with the expected date value.
  23. Verify the "StartDate_Date" field is populated with the expected date value.
  24. Verify the "StartDate_Time" field is populated with the expected time value.
Topics
• Vitals • CareFabric Assessment Management • Assessment Document
Update 13 Summary | Details
ProviderConnect Enterprise - 'Cal-OMS Discharge' data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CSI Assessment
  • Cal-OMS Admission
  • Cal-OMS Annual Update
  • Cal-OMS Discharge
  • Cal-OMS Administrative Discharge
  • Cal-OMS Youth/Detox Discharge
  • CSI Admission
Scenario 1: ProviderConnect Enterprise - CSI Assessment - Validate the 'PutEhrAssessment' action
Specific Setup:
  • 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).
  • Client A's episode must be in a program that has "Yes" selected in the 'Mental Health Program (CSI)' field in the 'Program Maintenance' form.
Steps
  1. Select "Client A" and access the 'CSI Assessment' form.
  2. Select the desired episode in the Pre-Display and click [OK].
  3. Populate all required and desired fields.
  4. Click [Submit].
  5. Access the 'ProviderConnect Enterprise Action Log'.
  6. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  7. Enter the desired times in the 'From Time' and 'Through Time' fields.
  8. Select the desired organization in the 'Managing Organization' field.
  9. Select "PutEhrAssessment" in the 'Action Name' field.
  10. Click [View Action Log].
  11. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  12. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'CSI Assessment' form with a "Success" result.
  13. Close the report and the form.
Scenario 2: ProviderConnect Enterprise - Cal-OMS Admission - Validate the 'PutEhrAssessment' action
Specific Setup:
  • 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).
  • Client A's episode must be in a program that has "Yes" selected in the 'Substance Abuse Program (Cal-OMS)' field in the 'Program Maintenance' form.
Steps
  1. Select "Client A" and access the 'Cal-OMS Admission' form.
  2. Select the desired episode in the Pre-Display and click [OK].
  3. Populate all required and desired fields.
  4. Click [Submit].
  5. Access the 'ProviderConnect Enterprise Action Log'.
  6. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  7. Enter the desired times in the 'From Time' and 'Through Time' fields.
  8. Select the desired organization in the 'Managing Organization' field.
  9. Select "PutEhrAssessment" in the 'Action Name' field.
  10. Click [View Action Log].
  11. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  12. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'Cal-OMS Admission' form with a "Success" result.
  13. Close the report and the form.
Scenario 3: ProviderConnect Enterprise - Cal-OMS Annual Update - Validate the 'PutEhrAssessment' action
Specific Setup:
  • 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).
  • Client A's episode must be in a program that has "Yes" selected in the 'Substance Abuse Program (Cal-OMS)' field in the 'Program Maintenance' form.
  • Client A must have a 'Cal-OMS Admission' filed.
Steps
  1. Select "Client A" and access the 'Cal-OMS Annual Update' form.
  2. Select the desired episode in the Pre-Display and click [OK].
  3. Populate all required and desired fields.
  4. Click [Submit].
  5. Access the 'ProviderConnect Enterprise Action Log'.
  6. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  7. Enter the desired times in the 'From Time' and 'Through Time' fields.
  8. Select the desired organization in the 'Managing Organization' field.
  9. Select "PutEhrAssessment" in the 'Action Name' field.
  10. Click [View Action Log].
  11. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  12. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'Cal-OMS Annual Update' form with a "Success" result.
  13. Close the report and the form.
Scenario 4: ProviderConnect Enterprise - Cal-OMS Discharge - Validate the 'PutEhrAssessment' action
Specific Setup:
  • 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).
  • Client A's episode must be in a program that has "Yes" selected in the 'Substance Abuse Program (Cal-OMS)' field in the 'Program Maintenance' form.
  • Client A must have a 'Cal-OMS Admission' filed.
Steps
  1. Select "Client A" and access the 'Cal-OMS Discharge' form.
  2. Select the desired episode in the Pre-Display and click [OK].
  3. Populate all required and desired fields.
  4. Click [Submit].
  5. Access the 'ProviderConnect Enterprise Action Log'.
  6. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  7. Enter the desired times in the 'From Time' and 'Through Time' fields.
  8. Select the desired organization in the 'Managing Organization' field.
  9. Select "PutEhrAssessment" in the 'Action Name' field.
  10. Click [View Action Log].
  11. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  12. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'Cal-OMS Discharge' form with a "Success" result.
  13. Close the report and the form.
Scenario 5: ProviderConnect Enterprise - Cal-OMS Administrative Discharge - Validate the 'PutEhrAssessment' action
Specific Setup:
  • 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).
  • Client A's episode must be in a program that has "Yes" selected in the 'Substance Abuse Program (Cal-OMS)' field in the 'Program Maintenance' form.
  • Client A must have a 'Cal-OMS Admission' filed.
Steps
  1. Select "Client A" and access the 'Cal-OMS Administrative Discharge' form.
  2. Select the desired episode in the Pre-Display and click [OK].
  3. Populate all required and desired fields.
  4. Click [Submit].
  5. Access the 'ProviderConnect Enterprise Action Log'.
  6. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  7. Enter the desired times in the 'From Time' and 'Through Time' fields.
  8. Select the desired organization in the 'Managing Organization' field.
  9. Select "PutEhrAssessment" in the 'Action Name' field.
  10. Click [View Action Log].
  11. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  12. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'Cal-OMS Administrative Discharge' form with a "Success" result.
  13. Close the report and the form.
Scenario 6: ProviderConnect Enterprise - Cal-OMS Youth/Detox Discharge - Validate the 'PutEhrAssessment' action
Specific Setup:
  • 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 female 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).
  • Client A's episode must be in a program that has "Yes" selected in the 'Substance Abuse Program (Cal-OMS)' field in the 'Program Maintenance' form.
  • Client A must be a youth and have a 'Cal-OMS Admission' filed.
Steps
  1. Select "Client A" and access the 'Cal-OMS Youth/Detox Discharge' form.
  2. Select the desired episode in the Pre-Display and click [OK].
  3. Populate all required and desired fields.
  4. Select the desired value in the 'Pregnant At Any Time During Treatment' field.
  5. Click [Submit].
  6. Access the 'ProviderConnect Enterprise Action Log'.
  7. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  8. Enter the desired times in the 'From Time' and 'Through Time' fields.
  9. Select the desired organization in the 'Managing Organization' field.
  10. Select "PutEhrAssessment" in the 'Action Name' field.
  11. Click [View Action Log].
  12. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  13. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'Cal-OMS Youth/Detox Discharge' form with a "Success" result.
  14. Close the report and the form.
Scenario 7: ProviderConnect Enterprise - CSI Admission - Validate the 'PutEhrAssessment' action
Specific Setup:
  • 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).
  • Client A's episode must be in a program that has "Yes" selected in the 'Mental Health Program (CSI)' field in the 'Program Maintenance' form.
Steps
  1. Select "Client A" and access the 'CSI Admission' form.
  2. Select the desired episode in the Pre-Display and click [OK].
  3. Populate all required and desired fields.
  4. Click [Submit].
  5. Access the 'ProviderConnect Enterprise Action Log'.
  6. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  7. Enter the desired times in the 'From Time' and 'Through Time' fields.
  8. Select the desired organization in the 'Managing Organization' field.
  9. Select "PutEhrAssessment" in the 'Action Name' field.
  10. Click [View Action Log].
  11. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  12. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'CSI Admission' form with a "Success" result.
  13. Close the report and the form.
ProviderConnect Enterprise - 'Women's Health History' data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Women's Health History
Scenario 1: ProviderConnect Enterprise - Women's Health History - Validate the 'PutPregnancy' 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 female client must be enrolled in an existing episode that is mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).
Steps
  1. Access the 'Women's Health History' form.
  2. Select "Add" in the 'Add, Edit, or Delete a Record' field.
  3. Enter "Client A" in the 'Client ID' field.
  4. Select the episode mapped to the managing organization in the 'Episode Number' field.
  5. Enter the desired date in the 'Assessment Date' field.
  6. Enter the desired date in the 'Pregnancy Start Date' field.
  7. Enter the desired date in the 'Pregnancy End Date' field.
  8. Click [Submit].
  9. Validate a "Form Return" message is displayed stating: Submitting has completed. Do you wish to return to form?
  10. Click [No].
  11. Access the 'ProviderConnect Enterprise Action Log' form.
  12. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  13. Enter the desired times in the 'From Time' and 'Through Time' fields.
  14. Select the desired organization in the 'Managing Organization' field.
  15. Select "PutPregnancy" in the 'Action Name' field.
  16. Click [View Action Log].
  17. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  18. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutPregnancy' action that was triggered from the 'Women's Health History' form with a "Success" result.
  19. Close the report and the form.
Topics
• CSI Assessment • ProviderConnect Enterprise • Cal-OMS • Csi Admission • Pregnancy
Update 17 Summary | Details
CarePOV Management - Electronic Visit Verification - 'Required Sections' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CarePOV Management
  • CareFabric Monitor
  • Admission
  • Diagnosis
  • Financial Eligibility
Scenario 1: CarePOV Management - 'Electronic Visit Verification' section
Specific Setup:
  • myAvatar must be configured for Electronic Visit Verification.
  • myAvatar must be configured to integrate with Celltrak and vice versa.
  • A New Product using EVV must be created in the 'CareFabric Integration Management' form and a 'User to send To-Dos' must be filed. In the 'Code Mappings' section of this form a "Note Type" mapping type must be created for EVV.
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the 'Electronic Visit Verification' section.
  3. Select "Celltrak" in the 'EVV Vendor' field.
  4. Select the desired user in the 'EVV Admin User ID' field. Please note: this will determine the user that will be notified if EVV communication is lost due to technical issues. The user will be notified via To-Do in the 'My To Do's' widget.
  5. Enter the desired value in the 'Vendor Account Number' field.
  6. Select the desired progress note form in the 'Progress Note Form' field.
  7. Select "Yes" in the 'Save Progress Notes' field.
  8. Select the desired site in the 'Site' field.
  9. Enter the desired value in the 'Medicaid Provider ID' field.
  10. Validate the 'Required Sections' field is displayed and contains: "SendTelephonyPatient - PrimaryDiagnosis", "SendTelephonyPatient - PayerProgram", and "SendTelephonyPatient - PayerID". Please note: when selected, these sections will be required in order to trigger the 'SendTelephonyPatient' EVV action.
  11. Select the desired value(s) in the 'Required Sections' field.
  12. Validate the 'Provider Address To Be Sent' field is displayed and contains: "Home" and "Office". Validate "Office" is the default value. Please note: the 'Addresses' section of the 'SendTelephonyResource' EVV action payload will be determined based on this selection.
  13. Select the desired value in the 'Provider Address To Be Sent' field.
  14. Validate the 'Payor Program ID' grid contains three columns: "Guarantor", "Payer ID", and "Payer Program".
  15. Click [New Row].
  16. Validate the 'Guarantor' field of the 'Payor Program ID' grid contains all guarantors regardless of financial class.
  17. Select the desired value in the 'Guarantor' field of the 'Payor Program ID' table.
  18. Enter the desired value in the 'Payer ID' field of the 'Payor Program ID' table.
  19. Enter the desired value in the 'Payer Program' field of the 'Payor Program ID' table.
  20. Validate the 'Progress Notes Form Mapping' grid is displayed and contains three columns: "Service Code", "Program", and "Progress Notes Form". Please note: This grid allows the ability to determine the progress note forms that will be used when saving notes.
  21. Click [New Row].
  22. Select the desired value in the 'Service Code' field.
  23. Select the desired value in the 'Program' field.
  24. Select the desired value in the 'Progress Notes Form' field.
  25. [Submit].
Scenario 2: EVV - Validate the 'SendTelephonyPatient' action when no selections are made in the 'Required Sections' field
Specific Setup:
  • myAvatar must be configured for Electronic Visit Verification.
  • myAvatar must be configured to integrate with Celltrak and vice versa.
  • The 'CarePOV Management' - 'Electronic Visit Verification' form must be completed and submitted, including the 'Medicaid Provider ID' field, and the 'Guarantor' and 'Payer ID' fields in the 'Payor Program ID' table.
  • A New Product using EVV must be created in the 'CareFabric Integration Management' form and a 'User to send To-Dos' must be filed. In the 'Code Mappings' section of this form a "Note Type" mapping type must be created for EVV.
  • A service code is defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to the program being used (Service Code A, Program A).
  • "Yes" is selected in the following fields for the 'SendTelephonyPatient' action: 'Keep Incoming Payload in the Log', 'Keep Outgoing Payload in the Log' and 'Show in the CareFabric Monitor Report' in the 'CareFabric Management' form. This can be done by a Netsmart Associate.
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the "Electronic Visit Verification" section.
  3. Uncheck "SendTelephonyPatient - PrimaryDiagnosis" in the 'Required Sections' field. Please note: when unchecked, a primary diagnosis will not be required to trigger the 'SendTelephonyPatient' action for a client enrolled in an EVV program.
  4. Uncheck "SendTelephonyPatient - PayerProgram" in the 'Required Sections' field. Please note: when unchecked, the payer program will not be required to trigger the 'SendTelephonyPatient' action for a client enrolled in an EVV program.
  5. Uncheck "SendTelephonyPatient - PayerID" in the 'Required Sections' field. Please note: when unchecked, a payer ID will not be required to trigger the 'SendTelephonyPatient' action for a client enrolled in an EVV program.
  6. Click [Submit].
  7. Access the 'Admission' form.
  8. Enter any new value in the 'Last Name' and 'First Name' fields.
  9. Select the desired value in the 'Sex' field.
  10. Click [Search] and [New Client].
  11. Enter the desired date in the 'Preadmit/Admission Date' field.
  12. Enter the desired time in the 'Preadmit/Admission Time' field.
  13. Select "Program A" in the 'Program' field.
  14. Select the desired value in the 'Type Of Admission' field.
  15. Select the desired practitioner in the 'Admitting Practitioner' field.
  16. Enter the desired value in the 'Date Of Birth' field.
  17. Enter the desired value in the 'Social Security Number' field.
  18. Select the "Demographics" section.
  19. Enter the desired value in the 'Address - Street' field.
  20. Enter the desired value in the 'Zipcode' field.
  21. Enter the desired value in the 'Home Phone' field.
  22. Click [Submit].
  23. Access the 'CareFabric Monitor' form.
  24. Enter the current date in the 'From Date' and 'Through Date' fields.
  25. Select the new client admitted in the previous steps in the 'Client ID' field.
  26. Select "SendTelephonyPatient" in the 'Event/Action Search' field.
  27. Click [View Activity Log].
  28. Validate the 'CareFabric Monitor Report' contains a "SendTelephonyPatient" record for the client admitted in the previous steps.
  29. Click [Click To View Record].
  30. Validate the data filed in the previous steps is displayed.
  31. Close the report and the form.
Scenario 3: EVV - Validate the 'SendTelephonyPatient' action when all selections are made in the 'Required Sections' field
Specific Setup:
  • myAvatar must be configured for Electronic Visit Verification.
  • myAvatar must be configured to integrate with Celltrak and vice versa.
  • The 'CarePOV Management' - 'Electronic Visit Verification' form must be completed and submitted, including the 'Medicaid Provider ID' field, and the 'Guarantor' and 'Payer ID' fields in the 'Payor Program ID' table.
  • A New Product using EVV must be created in the 'CareFabric Integration Management' form and a 'User to send To-Dos' must be filed. In the 'Code Mappings' section of this form a "Note Type" mapping type must be created for EVV.
  • A service code is defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to the program being used (Service Code A, Program A).
  • "Yes" is selected in the following fields for the 'SendTelephonyPatient' action: 'Keep Incoming Payload in the Log', 'Keep Outgoing Payload in the Log' and 'Show in the CareFabric Monitor Report' in the 'CareFabric Management' form. This can be done by a Netsmart Associate.
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the "Electronic Visit Verification" section.
  3. Check "SendTelephonyPatient - PrimaryDiagnosis" in the 'Required Sections' field. Please note: when checked, a primary diagnosis will be required to trigger the 'SendTelephonyPatient' action for a client enrolled in an EVV program.
  4. Check "SendTelephonyPatient - PayerProgram" in the 'Required Sections' field. Please note: when checked, the payer program will be required to trigger the 'SendTelephonyPatient' action for a client enrolled in an EVV program.
  5. Check "SendTelephonyPatient - PayerID" in the 'Required Sections' field. Please note: when checked, a payer ID will be required to trigger the 'SendTelephonyPatient' action for a client enrolled in an EVV program.
  6. Validate the 'Payor Program ID' table is populated for all fields: 'Guarantor', 'Payer ID', 'Payer Program'.
  7. Validate the 'Guarantor' field contains all guarantors regardless of financial class. Take note of the guarantor definition in the 'Payor Program ID' table (Guarantor A).
  8. Click [Submit].
  9. Access the 'Admission' form.
  10. Enter any new value in the 'Last Name' and 'First Name' fields.
  11. Select the desired value in the 'Sex' field.
  12. Click [Search] and [New Client].
  13. Enter the desired date in the 'Preadmit/Admission Date' field.
  14. Enter the desired time in the 'Preadmit/Admission Time' field.
  15. Select "Program A" in the 'Program' field.
  16. Select the desired value in the 'Type Of Admission' field.
  17. Select the desired practitioner in the 'Admitting Practitioner' field.
  18. Enter the desired value in the 'Date Of Birth' field.
  19. Enter the desired value in the 'Social Security Number' field.
  20. Select the "Demographics" section.
  21. Enter the desired value in the 'Address - Street' field.
  22. Enter the desired value in the 'Zipcode' field.
  23. Enter the desired value in the 'Home Phone' field.
  24. Click [Submit].
  25. Access the 'CareFabric Monitor' form.
  26. Enter the current date in the 'From Date' and 'Through Date' fields.
  27. Select the new client admitted in the previous steps in the 'Client ID' field.
  28. Select "SendTelephonyPatient" in the 'Event/Action Search' field.
  29. Click [View Activity Log].
  30. Validate the 'CareFabric Monitor Report' contains "No Data Found For Report".
  31. Close the report and the form.
  32. Select the new client and access the 'Diagnosis' form.
  33. Select "Admission" in the 'Type of Diagnosis' field.
  34. Enter the desired time in the 'Time Of Diagnosis' field.
  35. Click [New Row].
  36. Select the desired value in the 'Diagnosis Search' field.
  37. Select the desired practitioner in the 'Diagnosing Practitioner' field.
  38. Click [Submit].
  39. Access the 'CareFabric Monitor' form.
  40. Enter the current date in the 'From Date' and 'Through Date' fields.
  41. Select the new client admitted in the previous steps in the 'Client ID' field.
  42. Select "SendTelephonyPatient" in the 'Event/Action Search' field.
  43. Click [View Activity Log].
  44. Validate the 'CareFabric Monitor Report' contains "No Data Found For Report".
  45. Close the report and the form.
  46. Select the new client and access the 'Financial Eligibility' form.
  47. Select the "Guarantor Selection" section.
  48. Select "Guarantor A" in the 'Guarantor #' field.
  49. Select the desired value in the 'Guarantor Plan' field.
  50. Select "No" in the 'Customize Guarantor Plan' field.
  51. Select "Yes" in the 'Eligibility Verified' field.
  52. Enter the desired date in the 'Coverage Effective Date' field.
  53. Select "Self" in the 'Client's Relationship To Subscriber' field.
  54. Enter the desired value in the 'Subscriber Policy #' field.
  55. Enter the desired value in the 'Subscriber Medicaid #' field.
  56. Select "Yes" in the 'Subscriber Assignment Of Benefits' field.
  57. Select "Yes" in the 'Subscriber Release Of Info' field.
  58. Select the "Financial Eligibility" section.
  59. Select "Guarantor A" in the 'Guarantor #1' field.
  60. Click [Submit].
  61. Access the 'CareFabric Monitor' form.
  62. Enter the current date in the 'From Date' and 'Through Date' fields.
  63. Select the new client admitted in the previous steps in the 'Client ID' field.
  64. Select "SendTelephonyPatient" in the 'Event/Action Search' field.
  65. Click [View Activity Log].
  66. Validate the 'CareFabric Monitor Report' contains a "SendTelephonyPatient" record.
  67. Click [Click To View Record].
  68. Validate the data filed in the previous steps is displayed.
  69. Close the report and the form.
CarePOV Management - 'Payor Program ID' grid
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CarePOV Management
  • CareFabric Monitor
  • Admission
  • Diagnosis
  • Financial Eligibility
Scenario 1: CarePOV Management - 'Electronic Visit Verification' section
Specific Setup:
  • myAvatar must be configured for Electronic Visit Verification.
  • myAvatar must be configured to integrate with Celltrak and vice versa.
  • A New Product using EVV must be created in the 'CareFabric Integration Management' form and a 'User to send To-Dos' must be filed. In the 'Code Mappings' section of this form a "Note Type" mapping type must be created for EVV.
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the 'Electronic Visit Verification' section.
  3. Select "Celltrak" in the 'EVV Vendor' field.
  4. Select the desired user in the 'EVV Admin User ID' field. Please note: this will determine the user that will be notified if EVV communication is lost due to technical issues. The user will be notified via To-Do in the 'My To Do's' widget.
  5. Enter the desired value in the 'Vendor Account Number' field.
  6. Select the desired progress note form in the 'Progress Note Form' field.
  7. Select "Yes" in the 'Save Progress Notes' field.
  8. Select the desired site in the 'Site' field.
  9. Enter the desired value in the 'Medicaid Provider ID' field.
  10. Validate the 'Required Sections' field is displayed and contains: "SendTelephonyPatient - PrimaryDiagnosis", "SendTelephonyPatient - PayerProgram", and "SendTelephonyPatient - PayerID". Please note: when selected, these sections will be required in order to trigger the 'SendTelephonyPatient' EVV action.
  11. Select the desired value(s) in the 'Required Sections' field.
  12. Validate the 'Provider Address To Be Sent' field is displayed and contains: "Home" and "Office". Validate "Office" is the default value. Please note: the 'Addresses' section of the 'SendTelephonyResource' EVV action payload will be determined based on this selection.
  13. Select the desired value in the 'Provider Address To Be Sent' field.
  14. Validate the 'Payor Program ID' grid contains three columns: "Guarantor", "Payer ID", and "Payer Program".
  15. Click [New Row].
  16. Validate the 'Guarantor' field of the 'Payor Program ID' grid contains all guarantors regardless of financial class.
  17. Select the desired value in the 'Guarantor' field of the 'Payor Program ID' table.
  18. Enter the desired value in the 'Payer ID' field of the 'Payor Program ID' table.
  19. Enter the desired value in the 'Payer Program' field of the 'Payor Program ID' table.
  20. Validate the 'Progress Notes Form Mapping' grid is displayed and contains three columns: "Service Code", "Program", and "Progress Notes Form". Please note: This grid allows the ability to determine the progress note forms that will be used when saving notes.
  21. Click [New Row].
  22. Select the desired value in the 'Service Code' field.
  23. Select the desired value in the 'Program' field.
  24. Select the desired value in the 'Progress Notes Form' field.
  25. [Submit].
Scenario 2: EVV - Validate the 'SendTelephonyPatient' action when all selections are made in the 'Required Sections' field
Specific Setup:
  • myAvatar must be configured for Electronic Visit Verification.
  • myAvatar must be configured to integrate with Celltrak and vice versa.
  • The 'CarePOV Management' - 'Electronic Visit Verification' form must be completed and submitted, including the 'Medicaid Provider ID' field, and the 'Guarantor' and 'Payer ID' fields in the 'Payor Program ID' table.
  • A New Product using EVV must be created in the 'CareFabric Integration Management' form and a 'User to send To-Dos' must be filed. In the 'Code Mappings' section of this form a "Note Type" mapping type must be created for EVV.
  • A service code is defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to the program being used (Service Code A, Program A).
  • "Yes" is selected in the following fields for the 'SendTelephonyPatient' action: 'Keep Incoming Payload in the Log', 'Keep Outgoing Payload in the Log' and 'Show in the CareFabric Monitor Report' in the 'CareFabric Management' form. This can be done by a Netsmart Associate.
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the "Electronic Visit Verification" section.
  3. Check "SendTelephonyPatient - PrimaryDiagnosis" in the 'Required Sections' field. Please note: when checked, a primary diagnosis will be required to trigger the 'SendTelephonyPatient' action for a client enrolled in an EVV program.
  4. Check "SendTelephonyPatient - PayerProgram" in the 'Required Sections' field. Please note: when checked, the payer program will be required to trigger the 'SendTelephonyPatient' action for a client enrolled in an EVV program.
  5. Check "SendTelephonyPatient - PayerID" in the 'Required Sections' field. Please note: when checked, a payer ID will be required to trigger the 'SendTelephonyPatient' action for a client enrolled in an EVV program.
  6. Validate the 'Payor Program ID' table is populated for all fields: 'Guarantor', 'Payer ID', 'Payer Program'.
  7. Validate the 'Guarantor' field contains all guarantors regardless of financial class. Take note of the guarantor definition in the 'Payor Program ID' table (Guarantor A).
  8. Click [Submit].
  9. Access the 'Admission' form.
  10. Enter any new value in the 'Last Name' and 'First Name' fields.
  11. Select the desired value in the 'Sex' field.
  12. Click [Search] and [New Client].
  13. Enter the desired date in the 'Preadmit/Admission Date' field.
  14. Enter the desired time in the 'Preadmit/Admission Time' field.
  15. Select "Program A" in the 'Program' field.
  16. Select the desired value in the 'Type Of Admission' field.
  17. Select the desired practitioner in the 'Admitting Practitioner' field.
  18. Enter the desired value in the 'Date Of Birth' field.
  19. Enter the desired value in the 'Social Security Number' field.
  20. Select the "Demographics" section.
  21. Enter the desired value in the 'Address - Street' field.
  22. Enter the desired value in the 'Zipcode' field.
  23. Enter the desired value in the 'Home Phone' field.
  24. Click [Submit].
  25. Access the 'CareFabric Monitor' form.
  26. Enter the current date in the 'From Date' and 'Through Date' fields.
  27. Select the new client admitted in the previous steps in the 'Client ID' field.
  28. Select "SendTelephonyPatient" in the 'Event/Action Search' field.
  29. Click [View Activity Log].
  30. Validate the 'CareFabric Monitor Report' contains "No Data Found For Report".
  31. Close the report and the form.
  32. Select the new client and access the 'Diagnosis' form.
  33. Select "Admission" in the 'Type of Diagnosis' field.
  34. Enter the desired time in the 'Time Of Diagnosis' field.
  35. Click [New Row].
  36. Select the desired value in the 'Diagnosis Search' field.
  37. Select the desired practitioner in the 'Diagnosing Practitioner' field.
  38. Click [Submit].
  39. Access the 'CareFabric Monitor' form.
  40. Enter the current date in the 'From Date' and 'Through Date' fields.
  41. Select the new client admitted in the previous steps in the 'Client ID' field.
  42. Select "SendTelephonyPatient" in the 'Event/Action Search' field.
  43. Click [View Activity Log].
  44. Validate the 'CareFabric Monitor Report' contains "No Data Found For Report".
  45. Close the report and the form.
  46. Select the new client and access the 'Financial Eligibility' form.
  47. Select the "Guarantor Selection" section.
  48. Select "Guarantor A" in the 'Guarantor #' field.
  49. Select the desired value in the 'Guarantor Plan' field.
  50. Select "No" in the 'Customize Guarantor Plan' field.
  51. Select "Yes" in the 'Eligibility Verified' field.
  52. Enter the desired date in the 'Coverage Effective Date' field.
  53. Select "Self" in the 'Client's Relationship To Subscriber' field.
  54. Enter the desired value in the 'Subscriber Policy #' field.
  55. Enter the desired value in the 'Subscriber Medicaid #' field.
  56. Select "Yes" in the 'Subscriber Assignment Of Benefits' field.
  57. Select "Yes" in the 'Subscriber Release Of Info' field.
  58. Select the "Financial Eligibility" section.
  59. Select "Guarantor A" in the 'Guarantor #1' field.
  60. Click [Submit].
  61. Access the 'CareFabric Monitor' form.
  62. Enter the current date in the 'From Date' and 'Through Date' fields.
  63. Select the new client admitted in the previous steps in the 'Client ID' field.
  64. Select "SendTelephonyPatient" in the 'Event/Action Search' field.
  65. Click [View Activity Log].
  66. Validate the 'CareFabric Monitor Report' contains a "SendTelephonyPatient" record.
  67. Click [Click To View Record].
  68. Validate the data filed in the previous steps is displayed.
  69. Close the report and the form.
CarePOV Management - 'Electronic Visit Verification' section
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CarePOV Management
  • CareFabric Monitor
  • File Import
Scenario 1: CarePOV Management - 'Electronic Visit Verification' section
Specific Setup:
  • myAvatar must be configured for Electronic Visit Verification.
  • myAvatar must be configured to integrate with Celltrak and vice versa.
  • A New Product using EVV must be created in the 'CareFabric Integration Management' form and a 'User to send To-Dos' must be filed. In the 'Code Mappings' section of this form a "Note Type" mapping type must be created for EVV.
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the 'Electronic Visit Verification' section.
  3. Select "Celltrak" in the 'EVV Vendor' field.
  4. Select the desired user in the 'EVV Admin User ID' field. Please note: this will determine the user that will be notified if EVV communication is lost due to technical issues. The user will be notified via To-Do in the 'My To Do's' widget.
  5. Enter the desired value in the 'Vendor Account Number' field.
  6. Select the desired progress note form in the 'Progress Note Form' field.
  7. Select "Yes" in the 'Save Progress Notes' field.
  8. Select the desired site in the 'Site' field.
  9. Enter the desired value in the 'Medicaid Provider ID' field.
  10. Validate the 'Required Sections' field is displayed and contains: "SendTelephonyPatient - PrimaryDiagnosis", "SendTelephonyPatient - PayerProgram", and "SendTelephonyPatient - PayerID". Please note: when selected, these sections will be required in order to trigger the 'SendTelephonyPatient' EVV action.
  11. Select the desired value(s) in the 'Required Sections' field.
  12. Validate the 'Provider Address To Be Sent' field is displayed and contains: "Home" and "Office". Validate "Office" is the default value. Please note: the 'Addresses' section of the 'SendTelephonyResource' EVV action payload will be determined based on this selection.
  13. Select the desired value in the 'Provider Address To Be Sent' field.
  14. Validate the 'Payor Program ID' grid contains three columns: "Guarantor", "Payer ID", and "Payer Program".
  15. Click [New Row].
  16. Validate the 'Guarantor' field of the 'Payor Program ID' grid contains all guarantors regardless of financial class.
  17. Select the desired value in the 'Guarantor' field of the 'Payor Program ID' table.
  18. Enter the desired value in the 'Payer ID' field of the 'Payor Program ID' table.
  19. Enter the desired value in the 'Payer Program' field of the 'Payor Program ID' table.
  20. Validate the 'Progress Notes Form Mapping' grid is displayed and contains three columns: "Service Code", "Program", and "Progress Notes Form". Please note: This grid allows the ability to determine the progress note forms that will be used when saving notes.
  21. Click [New Row].
  22. Select the desired value in the 'Service Code' field.
  23. Select the desired value in the 'Program' field.
  24. Select the desired value in the 'Progress Notes Form' field.
  25. [Submit].
Scenario 2: EVV - File Import - 'CarePOV Management - Progress Notes Form Mapping' import
Specific Setup:
  • myAvatar must be configured for Electronic Visit Verification.
  • myAvatar must be configured to integrate with Celltrak and vice versa.
  • A New Product using EVV must be created in the 'CareFabric Integration Management' form and a 'User to send To-Dos' must be filed. In the 'Code Mappings' section of this form a "Note Type" mapping type must be created for EVV.
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to the program being used (Service Code A, Program A).
  • A comma delimited text document for 'CarePOV Management - Progress Notes Form Mapping' must be ready for import in the 'File Import' form. It must be in the following format: "Service Code", "Program", "Progress Notes Form". Please note: Service code & Progress Notes form are required, Program is not. (File A)
Steps
  1. Access the 'File Import' form.
  2. Select "[Avatar CareFabric] CarePOV Management - Progress Notes Form Mapping" in the 'File Type' field.
  3. Select "Upload New File" in the 'Action' field.
  4. Click [Process Action].
  5. Navigate to "File A" and select it.
  6. Select "Compile in the 'Action' field.
  7. Select "File A" in the 'File(s)' field.
  8. Click [Process Action].
  9. Validate a message is displayed stating: Compiled.
  10. Click [OK].
  11. Select "Print File" in the 'Action' field.
  12. Select "File A" in the 'File(s)' field.
  13. Click [Process Action].
  14. Validate the report contains the contents of "File A".
  15. Close the report.
  16. Select "Post File" in the 'Action' field.
  17. Select "File A" in the 'File(s)' field.
  18. Click [Process Action].
  19. Validate a message is displayed stating: Posted.
  20. Click [OK] and close the form.
  21. Access the 'CarePOV Management' form.
  22. Select the "Electronic Visit Verification" section.
  23. Validate the 'Progress Notes Form Mapping' grid contains the mappings imported in "File A".
  24. Close the form.
Electronic Visit Verification - 'SendTelephonyResource' SDK action
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CarePOV Management
  • CareFabric Monitor
  • Practitioner Enrollment
Scenario 1: CarePOV Management - 'Electronic Visit Verification' section
Specific Setup:
  • myAvatar must be configured for Electronic Visit Verification.
  • myAvatar must be configured to integrate with Celltrak and vice versa.
  • A New Product using EVV must be created in the 'CareFabric Integration Management' form and a 'User to send To-Dos' must be filed. In the 'Code Mappings' section of this form a "Note Type" mapping type must be created for EVV.
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the 'Electronic Visit Verification' section.
  3. Select "Celltrak" in the 'EVV Vendor' field.
  4. Select the desired user in the 'EVV Admin User ID' field. Please note: this will determine the user that will be notified if EVV communication is lost due to technical issues. The user will be notified via To-Do in the 'My To Do's' widget.
  5. Enter the desired value in the 'Vendor Account Number' field.
  6. Select the desired progress note form in the 'Progress Note Form' field.
  7. Select "Yes" in the 'Save Progress Notes' field.
  8. Select the desired site in the 'Site' field.
  9. Enter the desired value in the 'Medicaid Provider ID' field.
  10. Validate the 'Required Sections' field is displayed and contains: "SendTelephonyPatient - PrimaryDiagnosis", "SendTelephonyPatient - PayerProgram", and "SendTelephonyPatient - PayerID". Please note: when selected, these sections will be required in order to trigger the 'SendTelephonyPatient' EVV action.
  11. Select the desired value(s) in the 'Required Sections' field.
  12. Validate the 'Provider Address To Be Sent' field is displayed and contains: "Home" and "Office". Validate "Office" is the default value. Please note: the 'Addresses' section of the 'SendTelephonyResource' EVV action payload will be determined based on this selection.
  13. Select the desired value in the 'Provider Address To Be Sent' field.
  14. Validate the 'Payor Program ID' grid contains three columns: "Guarantor", "Payer ID", and "Payer Program".
  15. Click [New Row].
  16. Validate the 'Guarantor' field of the 'Payor Program ID' grid contains all guarantors regardless of financial class.
  17. Select the desired value in the 'Guarantor' field of the 'Payor Program ID' table.
  18. Enter the desired value in the 'Payer ID' field of the 'Payor Program ID' table.
  19. Enter the desired value in the 'Payer Program' field of the 'Payor Program ID' table.
  20. Validate the 'Progress Notes Form Mapping' grid is displayed and contains three columns: "Service Code", "Program", and "Progress Notes Form". Please note: This grid allows the ability to determine the progress note forms that will be used when saving notes.
  21. Click [New Row].
  22. Select the desired value in the 'Service Code' field.
  23. Select the desired value in the 'Program' field.
  24. Select the desired value in the 'Progress Notes Form' field.
  25. [Submit].
Scenario 2: EVV - Validate the 'SendTelephonyResource' action
Specific Setup:
  • myAvatar must be configured for Electronic Visit Verification.
  • myAvatar must be configured to integrate with Celltrak and vice versa.
  • A practitioner must be defined (Practitioner A) and associated to a user (User A).
  • Practitioner A must have a social security number filed in the 'Practitioner Information (Confidential)' form.
  • User A must have an email filed in the 'Organization Email Address' field in the "Supplemental" section of the 'User Definition' form.
  • "Office" is selected in the 'Provider Address To Be Sent' field in the 'Electronic Visit Verification' section of the 'CarePOV Management' form.
  • The data element "Staff File" file - "(75) Discipline" data element must have multiple disciplines with the "EVV Discipline Abbreviation" extended dictionary defined. For example: the "Medical Doctor" discipline has the extended dictionary value of MD defined and the "Psychology" discipline has the extended dictionary value of PSYC defined.
  • "Yes" is selected in the following fields for the 'SendTelephonyResource' action: 'Keep Incoming Payload in the Log', 'Keep Outgoing Payload in the Log' and 'Show in the CareFabric Monitor Report' in the 'CareFabric Management' form. This must be done by a Netsmart Associate.
Steps
  1. Select "Practitioner A" and access the 'Practitioner Enrollment' form.
  2. Enter the desired value in the 'Office Address - Street' field.
  3. Enter the desired value in the 'Office Address - Zip Code' field.
  4. Enter the desired value in the 'Office Telephone (1)' field.
  5. Enter the desired value in the 'Home - Street' field.
  6. Enter the desired value in the 'Home - Zip Code' field.
  7. Enter the desired value in the 'Home Telephone' field.
  8. Enter the desired value in the 'Staff EVV ID' field.
  9. Enter the desired value in the 'Office Location ID' field.
  10. Select the "Categories/Taxonomy" section.
  11. Select the existing row for "Practitioner A" in the 'Category/Taxonomy' field.
  12. Enter yesterday's date in the 'End Date' field.
  13. Click [Add Practitioner Categories].
  14. Validate an "Information" message is displayed stating: Saved. Please note: the changes will take effect when you submit the form.
  15. Click [OK].
  16. Select "Create New" in the 'Category/Taxonomy' field.
  17. Enter the current date in the 'Effective Date' field.
  18. Select the desired value (ex. Medical Doctor) in the 'Practitioner Category' field.
  19. Select "Medical Doctor" and "Psychology" in the 'Discipline'. Please note: any disciplines can be selected that have the 'EVV Discipline Abbreviation' extended dictionary defined.
  20. Select desired value(s) in the 'Practitioner Categories For Coverage' field.
  21. Click [Add Practitioner Categories].
  22. Validate an "Information" message is displayed stating: Saved. Please note: The changes will take effect when you submit the form.
  23. Click [OK] and [Submit].
  24. Access the 'CareFabric Monitor' form.
  25. Enter the current date in the 'From Date' and 'Through Date' fields.
  26. Select "SendTelephonyResource" in the 'Events/Actions Search' field.
  27. Click [View Activity Log].
  28. Select "SendTelephonyResource" in the 'CareFabric Monitor Report'.
  29. Click [Click to View Record].
  30. Validate the 'addresses' - 'city' field contains the office city.
  31. Validate the 'addresses' - 'stateCode' field contains the office state.
  32. Validate the 'addresses' - 'street1' field contains the office street address.
  33. Validate the 'addresses' - 'typeCode' - 'code' field contains "O".
  34. Validate the 'addresses' - 'typeCode' - 'displayName' field contains "Office".
  35. Validate the 'addresses' - 'zipCode' field contains the office zip code.
  36. Validate the 'disciplines' field contains "MD","PSYC". Please note: this field will populate all of the values defined in the 'EVV Discipline Abbreviation' extended dictionary that are selected for the practitioner.
  37. Validate the 'locationIDs' field contains the 'Office Location ID'.
  38. Validate the 'ssn' field contains "Practitioner A's" social security number (ex. 987-65-1244).
  39. Validate the 'staffEmail' - 'address' field contains "Practitioner A's" email.
  40. Validate the 'staffEvvID' field contains the 'Staff EVV ID'.
  41. Close the report and the form.
Scenario 3: EVV - Validate the 'SendTelephonyResource' action payload is populated according to the value defined in the 'Provider Address To Be Sent' field
Specific Setup:
  • myAvatar must be configured for Electronic Visit Verification.
  • myAvatar must be configured to integrate with Celltrak and vice versa.
  • A practitioner must be defined (Practitioner A).
  • "Yes" is selected in the following fields for the 'SendTelephonyResource' action: 'Keep Incoming Payload in the Log', 'Keep Outgoing Payload in the Log' and 'Show in the CareFabric Monitor Report' in the 'CareFabric Management' form. This must be done by a Netsmart Associate.
Steps
  1. Access the 'CarePOV Managment' form.
  2. Select the "Electronic Visit Verification" section.
  3. Select "Office" in the 'Provider Address To Be Sent' field.
  4. Click [Submit].
  5. Access the 'Practitioner Enrollment' form for "Practitioner A".
  6. Enter the desired value in the 'Office Address - Street' field.
  7. Enter the desired value in the 'Office Address - Zip Code' field.
  8. Enter the desired value in the 'Office Telephone (1)' field.
  9. Enter the desired value in the 'Home - Street' field.
  10. Enter the desired value in the 'Home - Zip Code' field.
  11. Enter the desired value in the 'Home Telephone' field.
  12. Click [Submit].
  13. Access the 'CareFabric Monitor' form.
  14. Enter the current date in the 'From Date' and 'Through Date' fields.
  15. Select "SendTelephonyResource" in the 'Events/Actions Search' field.
  16. Click [View Activity Log].
  17. Select "SendTelephonyResource" in the 'CareFabric Monitor Report'.
  18. Click [Click to View Record].
  19. Validate the 'addresses' - 'city' field contains the office city.
  20. Validate the 'addresses' - 'stateCode' field contains the office state.
  21. Validate the 'addresses' - 'street1' field contains the office street address.
  22. Validate the 'addresses' - 'typeCode' - 'code' field contains "O".
  23. Validate the 'addresses' - 'typeCode' - 'displayName' field contains "Office".
  24. Validate the 'addresses' - 'zipCode' field contains the office zip code.
  25. Close the report and the form.
  26. Access the 'CarePOV Managment' form.
  27. Select the "Electronic Visit Verification" section.
  28. De-select "Office" in the 'Provider Address To Be Sent' field.
  29. Select "Home" in the 'Provider Address To Be Sent' field.
  30. Click [Submit].
  31. Access the 'Practitioner Enrollment' form for "Practitioner A".
  32. Click [Submit].
  33. Access the 'CareFabric Monitor' form.
  34. Enter the current date in the 'From Date' and 'Through Date' fields.
  35. Select "SendTelephonyResource" in the 'Events/Actions Search' field.
  36. Click [View Activity Log].
  37. Select "SendTelephonyResource" in the 'CareFabric Monitor Report'.
  38. Click [Click to View Record].
  39. Validate the 'addresses' - 'city' field contains the home city.
  40. Validate the 'addresses' - 'stateCode' field contains the home state.
  41. Validate the 'addresses' - 'street1' field contains the home street address.
  42. Validate the 'addresses' - 'typeCode' - 'code' field contains "H".
  43. Validate the 'addresses' - 'typeCode' - 'displayName' field contains "Home".
  44. Validate the 'addresses' - 'zipCode' field contains the home zip code.
  45. Close the report and the form.
Topics
• CarePOV Management • Electronic Visit Verification • Admission • Diagnosis • Financial Eligibility • Practitioner
Update 21 Summary | Details
ProviderConnect Enterprise - 'Delete ProviderConnect Enterprise Client Mapping' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Delete ProviderConnect Enterprise Client Mapping
Scenario 1: Admission - "ProviderConnect Enterprise" section
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.
  • 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. Select the desired value in the 'Type Of Admission' field.
  15. Select "Practitioner A" in the 'Admitting Practitioner' field.
  16. Select the "ProviderConnect Enterprise Identifiers" section.
  17. Click [Add New Item].
  18. Select the defined managing organization in the 'External Organization' field.
  19. Click [Search].
  20. Select the matching client record in the 'Select Matching Client Record' dialog.
  21. Click [OK].
  22. Validate the 'External ID' field is disabled contains the client ID for the client in the managing organization's system.
  23. Click [Update Demographics].
  24. Validate an "Information" message is displayed stating: Client Demographics Information Updated.
  25. Click [OK].
  26. Select the "Demographics" section.
  27. Validate demographic fields have been updated to match the managing organization's record.
  28. Click [Submit].
  29. Select the client admitted in the previous steps and access the 'Admission' form.
  30. Select the "ProviderConnect Enterprise Identifiers" section.
  31. Select the mapping filed in the previous steps and click [Edit Selected Item].
  32. Validate the 'External Organization' field is disabled.
  33. Validate the 'External ID' field is disabled.
  34. Validate the 'Search' button is disabled.
  35. Click [Delete Selected Item].
  36. Validate an "Error" message is displayed stating: This mapping has already been created and cannot be deleted here. Please use the 'Delete ProviderConnect Enterprise Client Mapping' form to remove existing mappings.
  37. Click [OK] and close the form.
  38. Access Crystal Reports or other SQL Reporting Tool.
  39. Select the PM namespace.
  40. Create a report using the 'SYSTEM.pce_client_mapping' table.
  41. Validate a row is displayed for the client mapping created in the previous steps.
  42. Validate the 'ID' field contains a unique identifier (ex. 1||3||1).
  43. Validate the 'FACILITY' field contains the facility (ex. 1).
  44. Validate the 'external_PATID' field contains the ID of the client in the managing organization (ex. 16).
  45. Validate the 'local_PATID' field contains the ID of the client (ex. 3).
  46. Validate the 'managing_organization_ID' field contains the ID of the managing organization the client is mapped to (ex. 1).
  47. Close the report.
Scenario 2: 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 3: Delete ProviderConnect Enterprise Client Mapping - Delete a client mapping
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 valid managing organizations.
  • A client must exist in the configured managing organization's system.
  • 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. Select the desired value in the 'Type Of Admission' field.
  15. Select "Practitioner A" in the 'Admitting Practitioner' field.
  16. Select the "ProviderConnect Enterprise Identifiers" section.
  17. Click [Add New Item].
  18. Select the defined managing organization in the 'External Organization' field.
  19. Click [Search].
  20. Select the matching client record in the 'Select Matching Client Record' dialog.
  21. Click [OK].
  22. Validate the 'External ID' field is disabled contains the client ID for the client in the managing organization's system.
  23. Click [Update Demographics].
  24. Validate an "Information" message is displayed stating: Client Demographics Information Updated.
  25. Click [OK].
  26. Select the "Demographics" section.
  27. Validate demographic fields have been updated to match the managing organization's record.
  28. Click [Submit].
  29. Access Crystal Reports or other SQL Reporting Tool.
  30. Create a report using the 'SYSTEM.pce_client_mapping' table.
  31. Validate a row is displayed for the client mapping created in the previous steps.
  32. Validate the 'ID' field contains a unique identifier (ex. 1||3||1).
  33. Validate the 'FACILITY' field contains the facility (ex. 1).
  34. Validate the 'external_PATID' field contains the ID of the client in the managing organization (ex. 16).
  35. Validate the 'local_PATID' field contains the ID of the client (ex. 3).
  36. Validate the 'managing_organization_ID' field contains the ID of the managing organization the client is mapped to (ex. 1).
  37. Access the 'Delete ProviderConnect Enterprise Client Mapping' form.
  38. Select the client admitted in the previous steps in the 'Client' field.
  39. Select a managing organization that the client is not mapped to in the 'Managing Organization' field.
  40. Validate a message is displayed stating: No external mapping exists.
  41. Click [OK].
  42. Select the managing organization that the client is mapped to in the 'Managing Organization' field.
  43. Validate the 'External ID' field is disabled and contains the client's external ID.
  44. Click [Delete Mapping].
  45. Validate a message is displayed stating: Are you sure you wish to continue? Deleting this mapping cannot be undone. Re-mapping this client at a later time will send new data records to the appropriate managing organization, which may result in duplicate episodes and records if that organization has not cleared its records.
  46. Click [OK].
  47. Validate the 'External ID' field no longer contains a value.
  48. Close the form.
  49. Select the client admitted in the previous steps and access the 'Admission' form.
  50. Select the "ProviderConnect Enterprise Identifiers" section.
  51. Validate the 'ProviderConnect Enterprise Client Mapping' grid no longer contains the client mapping.
  52. Close the form.
  53. Access Crystal Reports or other SQL Reporting Tool.
  54. Refresh the report using the 'SYSTEM.pce_client_mapping' table.
  55. Validate the row for the client mapping is no longer displayed.
  56. Close the report.
Topics
• Admission • ProviderConnect Enterprise
Update 22 Summary | Details
Avatar CareFabric - Support for time zones
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
  • Flowsheet
  • client-search-form
  • SQL Query/Reporting
  • Facesheet.Vitals
Scenario 1: Flowsheet "Vital Signs" - Validate the 'Time Zone Offset' registry setting when set to "-1"
Specific Setup:
  • Must have access to the Flowsheet application and have "Vital Signs" assessments published.
  • Must have access to Crystal Reports or other SQL Reporting tool.
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Time Zone Offset" in the 'Select Registry Setting' field.
  3. Click [View Registry Settings].
  4. Select "Time Zone Offset" and click [OK].
  5. Validate the 'Registry Setting Details' field contains: "Define the time zone offset for a facility in hours as a positive or negative integer."
  6. Enter time zone offset value "-1" in the 'Registry Setting Value' field.
  7. Click [Submit] and close the form.
  8. Access the 'Flowsheet' widget.
  9. Select any client.
  10. Click "Vitals" collections tab.
  11. Navigate to the 'Vital Signs' assessment
  12. Populate the fields.
  13. Click [Sign].
  14. Verify the previously signed "Vital signs" assessment is displayed as expected in the historical column.
  15. Access the Crystal Reports or other SQL Reporting Tool.
  16. Create a report using the 'SYSTEM.cw_vital_signs' table.
  17. Validate a row is displayed for the recent vitals signs for the above client.
  18. Validate the 'PATID' field contains the clientID of the above client.
  19. Validate the 'Admin_time_actual_h' field contains the Time as set by the time zone offset value in the registry settings for the updated vital signs.
  20. Validate the 'Admin_date_actual' field contains the Date for the updated vital signs.
  21. Close the report.
Scenario 2: Flowsheet "Vital Signs" - Validate the 'Time Zone Offset' registry setting when set to "1"
Specific Setup:
  • Must have access to the Flowsheet application and have "Vital Signs" assessments published.
  • Must have access to Crystal Reports or other SQL Reporting tool.
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Time Zone Offset" in the 'Select Registry Setting' field.
  3. Click [View Registry Settings].
  4. Select "Time Zone Offset" and click [OK].
  5. Validate the 'Registry Setting Details' field contains: "Define the time zone offset for a facility in hours as a positive or negative integer."
  6. Enter time zone offset value "1" in the 'Registry Setting Value' field.
  7. Click [Submit] and close the form.
  8. Access the 'Flowsheet' widget.
  9. Select any client.
  10. Click "Vitals" collections tab.
  11. Navigate to the 'Vital Signs' assessment.
  12. Populate the fields.
  13. Click [Sign].
  14. Verify the previously signed "Vital signs" assessment is displayed as expected in the historical column.
  15. Access the Crystal Reports or other SQL Reporting Tool.
  16. Create a report using the 'SYSTEM.cw_vital_signs' table.
  17. Validate a row is displayed for the recent vitals signs for the above client.
  18. Validate the 'PATID' field contains the clientID of the above client.
  19. Validate the 'Admin_time_actual_h' field contains the Time as set by the time zone offset value in the registry settings for the updated vital signs.
  20. Validate the 'Admin_date_actual' field contains the Date for the updated vital signs.
  21. Close the report.
Scenario 3: Flowsheet "Vital Signs" - Validate the 'Time Zone Offset' registry setting when set to "0"
Specific Setup:
  • Must have access to the Flowsheet application and have "Vital Signs" assessments published.
  • Must have access to Crystal Reports or other SQL Reporting tool.
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Time Zone Offset" in the 'Select Registry Setting' field.
  3. Click [View Registry Settings].
  4. Select "Time Zone Offset" and click [OK].
  5. Validate the 'Registry Setting Details' field contains: "Define the time zone offset for a facility in hours as a positive or negative integer."
  6. Enter time zone offset value "0" in the 'Registry Setting Value' field.
  7. Click [Submit] and close the form.
  8. Access the 'Flowsheet' widget.
  9. Select any client.
  10. Click "Vitals" collections tab.
  11. Navigate to the 'Vital Signs' assessment.
  12. Populate the fields.
  13. Click [Sign].
  14. Verify the previously signed "Vital signs" assessment is displayed as expected in the historical column.
  15. Access the Crystal Reports or other SQL Reporting Tool.
  16. Create a report using the 'SYSTEM.cw_vital_signs' table.
  17. Validate a row is displayed for the recent vitals signs for the above client.
  18. Validate the 'PATID' field contains the clientID of the above client.
  19. Validate the 'Admin_time_actual_h' field contains the local Time for the updated vital signs.
  20. Validate the 'Admin_date_actual' field contains the Date for the updated vital signs.
  21. Close the report.
Scenario 4: Task List - Flowsheet "Vital Signs" - Validate the 'Time zone offset' registry setting when set to "-1"
Specific Setup:
  • Using the "Task Definition" Avatar form, have a Task Code configured.
  • Using the "Task Association" Avatar form, associate the Task Code to an Order Code.
  • Must have access to the Flowsheet application and make sure 'Vital Signs' assessment is published and it is configured with the above Task Code.
  • Using the Order Entry Console, have an order for any client with the Order Code associated to the Task Code.
  • Must have access to Crystal Reports or other SQL reporting tool.
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Time Zone Offset" in the 'Select Registry Setting' field.
  3. Click [View Registry Settings].
  4. Select "Time Zone Offset" and click [OK].
  5. Validate the 'Registry Setting Details' field contains: "Define the time zone offset for a facility in hours as a positive or negative integer."
  6. Enter time zone offset value "-1" in the 'Registry Setting Value' field.
  7. Click [Submit] and close the form.
  8. In Avatar, navigate to the "Task List" widget.
  9. Search and select the desired client.
  10. Verify the desired task is displayed as expected for the selected client.
  11. Click the desired task to lock the task in place.
  12. Click [Complete].
  13. Verify the "Flowsheet Documentations" dialog window is displayed as expected.
  14. Verify the "Vital Signs" assessment is displayed as expected.
  15. Populate the fields.
  16. Click [Sign].
  17. Verify the "Flowsheet Documentations" dialog window is no longer displayed.
  18. Verify the previously selected task is no longer displayed.
  19. Access Crystal Reports or other SQL Reporting Tool and run a query against "SYSTEM.task" table.
  20. Verify a row is displayed for the recent vitals signs task completion for the above client in the "SYSTEM.task" table.
  21. Verify the 'PATID' field contains the clientID of the above client.
  22. Verify the "data_entry_date" field contains the Date for the respective Task completed.
  23. Verify the "data_entry_time" field contains the Time as set by the time zone offset value in the registry settings for the respective Task completed.
  24. Close the report.
Scenario 5: Task List - Flowsheet "Vital Signs" - Validate the 'Time zone offset' registry setting when set to "0"
Specific Setup:
  • Using the "Task Definition" Avatar form, have a Task Code configured.
  • Using the "Task Association" Avatar form, associate the Task Code to an Order Code.
  • Must have access to the Flowsheet application and make sure 'Vital Signs' assessment is published and it is configured with the above Task Code.
  • Using the Order Entry Console, have an order for any client with the Order Code associated to the Task Code.
  • Must have access to Crystal Reports or other SQL reporting tool.
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Time Zone Offset" in the 'Select Registry Setting' field.
  3. Click [View Registry Settings].
  4. Select "Time Zone Offset" and click [OK].
  5. Validate the 'Registry Setting Details' field contains: "Define the time zone offset for a facility in hours as a positive or negative integer."
  6. Enter time zone offset value "0" in the 'Registry Setting Value' field.
  7. Click [Submit] and close the form.
  8. In Avatar, navigate to the "Task List" widget.
  9. Search and select the desired client.
  10. Verify the desired task is displayed as expected for the selected client.
  11. Click the desired task to lock the task in place.
  12. Click [Complete].
  13. Verify the "Flowsheet Documentations" dialog window is displayed as expected.
  14. Verify the "Vital Signs" assessment is displayed as expected.
  15. Populate the fields.
  16. Click [Sign].
  17. Verify the "Flowsheet Documentations" dialog window is no longer displayed.
  18. Verify the previously selected task is no longer displayed.
  19. Access Crystal Reports or other SQL Reporting Tool and run a query against "SYSTEM.task" table.
  20. Verify a row is displayed for the recent vitals signs task completion for the above client in the "SYSTEM.task" table.
  21. Verify the 'PATID' field contains the clientID of the above client.
  22. Verify the "data_entry_date" field contains the Date for the respective Task completed.
  23. Verify the "data_entry_time" field contains the local Time for the respective Task completed.
  24. Close the report.
Scenario 6: Task List - Flowsheet "Vital Signs" - Validate the 'Time zone offset' registry setting when set to "1"
Specific Setup:
  • Using the "Task Definition" Avatar form, have a Task Code configured.
  • Using the "Task Association" Avatar form, associate the Task Code to an Order Code.
  • Must have access to the Flowsheet application and make sure 'Vital Signs' assessment is published and it is configured with the above Task Code.
  • Using the Order Entry Console, have an order for any client with the Order Code associated to the Task Code.
  • Must have access to Crystal Reports or other SQL reporting tool.
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Time Zone Offset" in the 'Select Registry Setting' field.
  3. Click [View Registry Settings].
  4. Select "Time Zone Offset" and click [OK].
  5. Validate the 'Registry Setting Details' field contains: "Define the time zone offset for a facility in hours as a positive or negative integer."
  6. Enter time zone offset value "1" in the 'Registry Setting Value' field.
  7. Click [Submit] and close the form.
  8. In Avatar, navigate to the "Task List" widget.
  9. Search and select the desired client.
  10. Verify the desired task is displayed as expected for the selected client.
  11. Click the desired task to lock the task in place.
  12. Click [Complete].
  13. Verify the "Flowsheet Documentations" dialog window is displayed as expected.
  14. Verify the "Vital Signs" assessment is displayed as expected.
  15. Populate the fields.
  16. Click [Sign].
  17. Verify the "Flowsheet Documentations" dialog window is no longer displayed.
  18. Verify the previously selected task is no longer displayed.
  19. Access Crystal Reports or other SQL Reporting Tool and run a query against "SYSTEM.task" table.
  20. Verify a row is displayed for the recent vitals signs task completion for the above client in the "SYSTEM.task" table.
  21. Verify the 'PATID' field contains the clientID of the above client.
  22. Verify the "data_entry_date" field contains the Date for the respective completed Task.
  23. Verify the "data_entry_time" field contains the Time as set by the time zone offset value in the registry settings for the respective completed Task.
  24. Close the report.
Scenario 7: MedNote "Vitals" - Validate the 'Time Zone Offset' registry setting when set to "-1"
Specific Setup:
  • User with existing Provider login credentials
  • A client is enrolled in an existing episode in Medical Note
  • "Client A"
  • User must have access to the 'SYSTEM.cw_vital_signs' SQL table in the 'User Definition' form
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Time Zone Offset" in the 'Select Registry Setting' field.
  3. Click [View Registry Settings].
  4. Select "Time Zone Offset" and click [OK].
  5. Validate the 'Registry Setting Details' field contains: "Define the time zone offset for a facility in hours as a positive or negative integer."
  6. Enter time zone offset value "-1" in the 'Registry Setting Value' field.
  7. Click [Submit] and close the form.
  8. Select "Client A" and select the MedNote widget.
  9. Verify the existence of the "Facesheet" tab.
  10. Click [Vitals] link.
  11. Click [Add] and set "Heart Rate(BPM)" field to any value.
  12. Click [Save] and validate that a new vitals entry is created for "Client A".
  13. Access Crystal Reports or other SQL Reporting Tool.
  14. Create a report using the 'SYSTEM.cw_vital_signs' table.
  15. Validate a row is displayed for the recent vitals signs for "Client A".
  16. Validate the 'PATID' field contains the Client ID for "Client A".
  17. Validate the 'Admin_time_actual_h' field contains the Time as set by the time zone offset value in the registry settings for the updated vital signs.
  18. Validate the 'Admin_date_actual' field contains the Date for the updated vital signs.
  19. Close the report.
  20. Select "Client A" and select the MedNote widget.
  21. Verify the existence of the "Facesheet" tab.
  22. Click [Vitals] link and click [Refresh].
  23. Verify the existence of the vitals entry for "Client A".
  24. Validate that the local date and time value is displayed in the "Date/Time" column on the existing vitals entry.
Scenario 8: MedNote "Vitals" - Validate the 'Time Zone Offset' registry setting when set to "0"
Specific Setup:
  • User with existing Provider login credentials
  • A client is enrolled in an existing episode in Medical Note
  • "Client A"
  • User must have access to the 'SYSTEM.cw_vital_signs' SQL table in the 'User Definition' form
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Time Zone Offset" in the 'Select Registry Setting' field.
  3. Click [View Registry Settings].
  4. Select "Time Zone Offset" and click [OK].
  5. Validate the 'Registry Setting Details' field contains: "Define the time zone offset for a facility in hours as a positive or negative integer."
  6. Enter time zone offset value "0" in the 'Registry Setting Value' field.
  7. Click [Submit] and close the form.
  8. Select "Client A" and select the MedNote widget.
  9. Verify the existence of the "Facesheet" tab.
  10. Click [Vitals] link.
  11. Click [Add] and set "Heart Rate(BPM)" field to any value.
  12. Click [Save] and validate that a new vitals entry is created for "Client A".
  13. Access Crystal Reports or other SQL Reporting Tool.
  14. Create a report using the 'SYSTEM.cw_vital_signs' table.
  15. Validate a row is displayed for the recent vitals signs for "Client A".
  16. Validate the 'PATID' field contains the Client ID for "Client A".
  17. Validate the 'Admin_time_actual_h' field contains the local Time for the updated vital signs.
  18. Validate the 'Admin_date_actual' field contains the Date for the updated vital signs.
  19. Close the report.
  20. Select "Client A" and select the MedNote widget.
  21. Verify the existence of the "Facesheet" tab.
  22. Click [Vitals] link and click [Refresh].
  23. Verify the existence of the vitals entry for "Client A".
  24. Validate that the local date and time value is displayed in the "Date/Time" column on the existing vitals entry.
Scenario 9: MedNote "Vitals" - Validate the 'Time Zone Offset' registry setting when set to "1"
Specific Setup:
  • User with existing Provider login credentials
  • A client is enrolled in an existing episode in Medical Note
  • "Client A"
  • User must have access to the 'SYSTEM.cw_vital_signs' SQL table in the 'User Definition' form
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Time Zone Offset" in the 'Select Registry Setting' field.
  3. Click [View Registry Settings].
  4. Select "Time Zone Offset" and click [OK].
  5. Validate the 'Registry Setting Details' field contains: "Define the time zone offset for a facility in hours as a positive or negative integer."
  6. Enter time zone offset value "1" in the 'Registry Setting Value' field.
  7. Click [Submit] and close the form.
  8. Select "Client A" and select the MedNote widget.
  9. Verify the existence of the "Facesheet" tab.
  10. Click [Vitals] link.
  11. Click [Add] and set "Heart Rate(BPM)" field to any value.
  12. Click [Save] and validate that a new vitals entry is created for "Client A".
  13. Access Crystal Reports or other SQL Reporting Tool.
  14. Create a report using the 'SYSTEM.cw_vital_signs' table.
  15. Validate a row is displayed for the recent vitals signs for "Client A".
  16. Validate the 'PATID' field contains the Client ID for "Client A".
  17. Validate the 'Admin_time_actual_h' field contains the Time as set by the time zone offset value in the registry settings for the updated vital signs.
  18. Validate the 'Admin_date_actual' field contains the Date for the updated vital signs.
  19. Close the report.
  20. Select "Client A" and select the MedNote widget.
  21. Verify the existence of the "Facesheet" tab.
  22. Click [Vitals] link and click [Refresh].
  23. Verify the existence of the vitals entry for "Client A".
  24. Validate that the local date and time value is displayed in the "Date/Time" column on the existing vitals entry.
Topics
• Registry Settings • Vitals • Medical Note
Update 24 Summary | Details
Avatar CareFabric - support for Telehealth
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
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 'appointmentDateRange' - 'fromDate' field contains the appointment start date/time.
  16. Validate the 'appointmentDateRange' - 'toDate' field contains the appointment end date/time.
  17. Validate the 'participants' - 'email' field contains "Client A's" email.
  18. Validate the 'participantID' - 'id' field contains "Client A's" ID.
  19. Validate the 'participantName' field contains "Client A's" name in the format of LAST,FIRST.
  20. Validate the 'phoneNumber' field contains "Client A's" phone number.
  21. Validate the 'typeCode' - 'code' field contains "CLIENT".
  22. Validate the 'typeCode' - 'isActive' field contains "true".
  23. Validate the 'programCode' - 'code' field contains "Client A's" program code.
  24. Validate the 'programCode' - 'displayName' field contains "Client A's" program.
  25. Validate the 'programCode' - 'isActive' field contains "true".
  26. Validate the 'serviceCode' - 'code' field contains the TeleHealth service code used.
  27. Validate the 'serviceCode' - 'displayName' field contains the name of the TeleHealth service code used.
  28. Validate the 'serviceCode' - 'isActive' field contains "true".
  29. Validate the 'teleHealthAppointmentID' - 'id' field contains unique id for the appointment.
  30. Validate the 'teleHealthProviderIDs' - 'humanReadableValue' field contains the TeleHealth Provider ID.
  31. Validate the 'teleHealthProviderIDs' - 'id' field contains the email associated to the TeleHealth Provider.
  32. Close the report and the form.
  33. Access the 'Scheduling Calendar' form.
  34. Right click on the appointment for "Client A".
  35. Click [Details/Edit].
  36. Enter any new value in the 'Duration' field.
  37. Click [Submit].
  38. Validate the 'Appointment Grid' field contains the appointment for "Client A" with the updated duration.
  39. Click [Dismiss].
  40. Access the 'CareFabric Monitor' form.
  41. Enter the current date in the 'From Date' and 'Through Date' fields.
  42. Enter "TeleHealthAppointmentUpdated" in the 'Event/Action Search' field.
  43. Click [View Activity Log].
  44. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentUpdated" record.
  45. Click [Click To View Record].
  46. Validate the 'appointmentDateRange' - 'fromDate' field reflects the updated appointment duration.
  47. Validate the 'appointmentDateRange' - 'toDate' field reflects the updated appointment duration.
  48. Close the report and the form.
  49. Access the 'Scheduling Calendar' form.
  50. Right click on the appointment for "Client A".
  51. Click [Delete] and [Yes].
  52. Validate the 'Appointment Grid' no longer contains the appointment for "Client A".
  53. Click [Dismiss].
  54. Access the 'CareFabric Monitor' form.
  55. Enter the current date in the 'From Date' and 'Through Date' fields.
  56. Enter "TeleHealthAppointmentDeleted" in the 'Event/Action Search' field.
  57. Click [View Activity Log].
  58. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentDeleted" record.
  59. Click [Click To View Record].
  60. Validate the 'appointmentDateRange' field contains "null".
  61. Validate the 'participants' field contains "[ ]".
  62. Validate the 'programCode' field contains "null".
  63. Validate the 'serviceCode' field contains "null".
  64. Validate the 'teleHealthAppointmentID' - 'humanReadableValue' field contains "null".
  65. Validate the 'teleHealthAppointmentID' - 'id' field contains the unique id for the appointment.
  66. Validate the 'teleHealthProviderIDs' field contains "[ ]".
  67. Close the report and 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 'appointmentDateRange' - 'fromDate' field contains the appointment start date/time.
  16. Validate the 'appointmentDateRange' - 'toDate' field contains the appointment end date/time.
  17. Validate the 'participants' - 'email' field contains "Client A's" email.
  18. Validate the 'participantID' - 'id' field contains "Client A's" ID.
  19. Validate the 'participantName' field contains "Client A's" name in the format of LAST,FIRST.
  20. Validate the 'phoneNumber' field contains "Client A's" phone number.
  21. Validate the 'typeCode' - 'code' field contains "CLIENT".
  22. Validate the 'typeCode' - 'isActive' field contains "true".
  23. Validate the 'programCode' - 'code' field contains "Client A's" program code.
  24. Validate the 'programCode' - 'displayName' field contains "Client A's" program.
  25. Validate the 'programCode' - 'isActive' field contains "true".
  26. Validate the 'serviceCode' - 'code' field contains the service code used.
  27. Validate the 'serviceCode' - 'displayName' field contains the name of the service code used.
  28. Validate the 'serviceCode' - 'isActive' field contains "true".
  29. Validate the 'teleHealthAppointmentID' - 'id' field contains unique id for the appointment.
  30. Validate the 'teleHealthProviderIDs' - 'humanReadableValue' field contains the TeleHealth Provider ID.
  31. Validate the 'teleHealthProviderIDs' - 'id' field contains the email associated to the TeleHealth Provider.
  32. Close the report and the form.
  33. Access the 'Scheduling Calendar' form.
  34. Right click on the appointment for "Client A".
  35. Click [Details/Edit].
  36. Enter any new value in the 'Duration' field.
  37. Click [Submit].
  38. Validate the 'Appointment Grid' field contains the appointment for "Client A" with the updated duration.
  39. Click [Dismiss].
  40. Access the 'CareFabric Monitor' form.
  41. Enter the current date in the 'From Date' and 'Through Date' fields.
  42. Enter "TeleHealthAppointmentUpdated" in the 'Event/Action Search' field.
  43. Click [View Activity Log].
  44. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentUpdated" record.
  45. Click [Click To View Record].
  46. Validate the 'appointmentDateRange' - 'fromDate' field reflects the updated appointment duration.
  47. Validate the 'appointmentDateRange' - 'toDate' field reflects the updated appointment duration.
  48. Close the report and the form.
  49. Access the 'Scheduling Calendar' form.
  50. Right click on the appointment for "Client A".
  51. Click [Delete] and [Yes].
  52. Validate the 'Appointment Grid' no longer contains the appointment for "Client A".
  53. Click [Dismiss].
  54. Access the 'CareFabric Monitor' form.
  55. Enter the current date in the 'From Date' and 'Through Date' fields.
  56. Enter "TeleHealthAppointmentDeleted" in the 'Event/Action Search' field.
  57. Click [View Activity Log].
  58. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentDeleted" record.
  59. Click [Click To View Record].
  60. Validate the 'appointmentDateRange' field contains "null".
  61. Validate the 'participants' field contains "[ ]".
  62. Validate the 'programCode' field contains "null".
  63. Validate the 'serviceCode' field contains "null".
  64. Validate the 'teleHealthAppointmentID' - 'humanReadableValue' field contains "null".
  65. Validate the 'teleHealthAppointmentID' - 'id' field contains the unique id for the appointment.
  66. Validate the 'teleHealthProviderIDs' field contains "[ ]".
  67. Close the report and the form.
Scenario 3: Validate support for DST when scheduling Telehealth appointments using a Telehealth location
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. Navigate to a date during Daylight Savings Time (DST).
  3. Right click in the 'Appointment Grid' and click [Add Appointment].
  4. Enter a non Telehealth service code in the 'Service Code' field.
  5. Enter "Client A" in the 'Client' field.
  6. Select the "Telehealth Location" in the 'Location' field.
  7. Click [Submit].
  8. Validate the 'Appointment Grid' contains the new appointment.
  9. Click [Dismiss].
  10. Access the 'CareFabric Monitor' form.
  11. Enter the current date in the 'From Date' and 'Through Date' fields.
  12. Enter "TeleHealthAppointmentCreated" in the 'Event/Action Search' field.
  13. Click [View Activity Log].
  14. Validate the 'CareFabric Monitor Report' field contains a "TeleHealthAppointmentCreated" record.
  15. Click [Click To View Record].
  16. Validate the 'appointmentDateRange' - 'fromDate' field contains the appointment start date/time using the correct time zone offset for DST.
  17. Validate the 'appointmentDateRange' - 'toDate' field contains the appointment end date/time using the correct time zone offset for DST.
  18. Close the report and the form.
  19. Access the 'Scheduling Calendar' form.
  20. Navigate to the same date during Daylight Savings Time (DST).
  21. Right click on the appointment for "Client A".
  22. Click [Details/Edit].
  23. Enter any new times in the 'Appointment Start Time' and 'Appointment End Time' fields.
  24. Click [Submit].
  25. Validate the 'Appointment Grid' field contains the appointment for "Client A" with the updated start/end times.
  26. Click [Dismiss].
  27. Access the 'CareFabric Monitor' form.
  28. Enter the current date in the 'From Date' and 'Through Date' fields.
  29. Enter "TeleHealthAppointmentUpdated" in the 'Event/Action Search' field.
  30. Click [View Activity Log].
  31. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentUpdated" record.
  32. Click [Click To View Record].
  33. Validate the 'appointmentDateRange' - 'fromDate' field reflects the updated appointment start date/time using the correct time zone offset for DST.
  34. Validate the 'appointmentDateRange' - 'toDate' field reflects the updated appointment end date/time using the correct time zone offset for DST.
  35. Close the report and the form.
Scenario 4: Validate support for DST when scheduling Telehealth appointments using a Telehealth service code
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 (Staff Member A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Navigate to a date during Daylight Savings Time (DST).
  3. Right click in the 'Appointment Grid' and click [Add Appointment].
  4. Enter the TeleHealth Service Code in the 'Service Code' field.
  5. Enter "Client A" in the 'Client' 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 'appointmentDateRange' - 'fromDate' field contains the appointment start date/time using the correct time zone offset for DST.
  16. Validate the 'appointmentDateRange' - 'toDate' field contains the appointment end date/time using the correct time zone offset for DST.
  17. Close the report and the form.
  18. Access the 'Scheduling Calendar' form.
  19. Navigate to the same date during Daylight Savings Time (DST).
  20. Right click on the appointment for "Client A".
  21. Click [Details/Edit].
  22. Enter any new times in the 'Appointment Start Time' and 'Appointment End Time' fields.
  23. Click [Submit].
  24. Validate the 'Appointment Grid' field contains the appointment for "Client A" with the updated start/end times.
  25. Click [Dismiss].
  26. Access the 'CareFabric Monitor' form.
  27. Enter the current date in the 'From Date' and 'Through Date' fields.
  28. Enter "TeleHealthAppointmentUpdated" in the 'Event/Action Search' field.
  29. Click [View Activity Log].
  30. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentUpdated" record.
  31. Click [Click To View Record].
  32. Validate the 'appointmentDateRange' - 'fromDate' field reflects the updated appointment start date/time using the correct time zone offset for DST.
  33. Validate the 'appointmentDateRange' - 'toDate' field reflects the updated appointment end date/time using the correct time zone offset for DST.
  34. Close the report and the form.
Topics
• Telehealth
Update 25 Summary | Details
Avatar CareFabric - support for CareConnect Inbox
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Ambulatory Progress Notes
  • Treatment Plan
  • Patient Health Questionnaire-9
  • Update Client Data
  • CareConnect Inbox
Scenario 1: 'CareConnect Inbox' POV - Send a referral with client attachments
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • "Client A" has the records on file for the following: 'Ambulatory Progress Notes', 'Treatment Plan', and 'Patient Health Questionnaire-9'.
  • Must have access to the 'CareConnect Inbox' POV.
Steps
  1. Access the 'CareConnect Inbox' POV.
  2. Start a new referral.
  3. Select the desired contact in the 'Add Contact' field.
  4. Enter the desired value in the 'Subject' field.
  5. Search for and select the desired provider in the 'Provider Search' field.
  6. Search for and select "Client A" in the 'Client Search' field.
  7. Click [Attach CCD].
  8. Validate the generated CCD is displayed and click [Attach CCD].
  9. Click [Client Attachments].
  10. Select "Client A's" existing episode in the 'Episode' field.
  11. Select "Admission", "Ambulatory Progress Notes", "Treatment Plan", "Patient Health Questionnaire-9", and "Update Client Data" in the 'Forms to Attach' field.
  12. Click [Generate PDF].
  13. Validate all of the client attachment PDF's are displayed.
  14. Select the 'Admission' PDF.
  15. Validate the admission data is displayed and there is no signature at the end of the document.
  16. Select the 'Ambulatory Progress Notes' PDF.
  17. Validate the progress note data is displayed and there is no signature at the end of the document.
  18. Select the 'Patient Health Questionnaire-9' PDF.
  19. Validate the assessment data is displayed and there is no signature at the end of the document.
  20. Select the 'Treatment Plan' PDF.
  21. Validate the treatment plan data is displayed and there is no signature at the end of the document.
  22. Select the 'Update Client Data' PDF.
  23. Validate the client data is displayed and there is no signature at the end of the document.
  24. Send the referral.
Topics
• CareConnect Inbox • CareFabric
Update 22.1 Summary | Details
Avatar CareFabric - Support for time zones
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
  • Flowsheet
  • client-search-form
  • SQL Query/Reporting
  • Facesheet.Vitals
Scenario 1: Flowsheet "Vital Signs" - Validate the 'Time Zone Offset' registry setting when set to "-1"
Specific Setup:
  • Must have access to the Flowsheet application and have "Vital Signs" assessments published.
  • Must have access to Crystal Reports or other SQL Reporting tool.
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Time Zone Offset" in the 'Select Registry Setting' field.
  3. Click [View Registry Settings].
  4. Select "Time Zone Offset" and click [OK].
  5. Validate the 'Registry Setting Details' field contains: "Define the time zone offset for a facility in hours as a positive or negative integer."
  6. Enter time zone offset value "-1" in the 'Registry Setting Value' field.
  7. Click [Submit] and close the form.
  8. Access the 'Flowsheet' widget.
  9. Select any client.
  10. Click "Vitals" collections tab.
  11. Navigate to the 'Vital Signs' assessment
  12. Populate the fields.
  13. Click [Sign].
  14. Verify the previously signed "Vital signs" assessment is displayed as expected in the historical column.
  15. Access the Crystal Reports or other SQL Reporting Tool.
  16. Create a report using the 'SYSTEM.cw_vital_signs' table.
  17. Validate a row is displayed for the recent vitals signs for the above client.
  18. Validate the 'PATID' field contains the clientID of the above client.
  19. Validate the 'Admin_time_actual_h' field contains the Time as set by the time zone offset value in the registry settings for the updated vital signs.
  20. Validate the 'Admin_date_actual' field contains the Date for the updated vital signs.
  21. Close the report.
Scenario 2: Flowsheet "Vital Signs" - Validate the 'Time Zone Offset' registry setting when set to "1"
Specific Setup:
  • Must have access to the Flowsheet application and have "Vital Signs" assessments published.
  • Must have access to Crystal Reports or other SQL Reporting tool.
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Time Zone Offset" in the 'Select Registry Setting' field.
  3. Click [View Registry Settings].
  4. Select "Time Zone Offset" and click [OK].
  5. Validate the 'Registry Setting Details' field contains: "Define the time zone offset for a facility in hours as a positive or negative integer."
  6. Enter time zone offset value "1" in the 'Registry Setting Value' field.
  7. Click [Submit] and close the form.
  8. Access the 'Flowsheet' widget.
  9. Select any client.
  10. Click "Vitals" collections tab.
  11. Navigate to the 'Vital Signs' assessment.
  12. Populate the fields.
  13. Click [Sign].
  14. Verify the previously signed "Vital signs" assessment is displayed as expected in the historical column.
  15. Access the Crystal Reports or other SQL Reporting Tool.
  16. Create a report using the 'SYSTEM.cw_vital_signs' table.
  17. Validate a row is displayed for the recent vitals signs for the above client.
  18. Validate the 'PATID' field contains the clientID of the above client.
  19. Validate the 'Admin_time_actual_h' field contains the Time as set by the time zone offset value in the registry settings for the updated vital signs.
  20. Validate the 'Admin_date_actual' field contains the Date for the updated vital signs.
  21. Close the report.
Scenario 3: Flowsheet "Vital Signs" - Validate the 'Time Zone Offset' registry setting when set to "0"
Specific Setup:
  • Must have access to the Flowsheet application and have "Vital Signs" assessments published.
  • Must have access to Crystal Reports or other SQL Reporting tool.
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Time Zone Offset" in the 'Select Registry Setting' field.
  3. Click [View Registry Settings].
  4. Select "Time Zone Offset" and click [OK].
  5. Validate the 'Registry Setting Details' field contains: "Define the time zone offset for a facility in hours as a positive or negative integer."
  6. Enter time zone offset value "0" in the 'Registry Setting Value' field.
  7. Click [Submit] and close the form.
  8. Access the 'Flowsheet' widget.
  9. Select any client.
  10. Click "Vitals" collections tab.
  11. Navigate to the 'Vital Signs' assessment.
  12. Populate the fields.
  13. Click [Sign].
  14. Verify the previously signed "Vital signs" assessment is displayed as expected in the historical column.
  15. Access the Crystal Reports or other SQL Reporting Tool.
  16. Create a report using the 'SYSTEM.cw_vital_signs' table.
  17. Validate a row is displayed for the recent vitals signs for the above client.
  18. Validate the 'PATID' field contains the clientID of the above client.
  19. Validate the 'Admin_time_actual_h' field contains the local Time for the updated vital signs.
  20. Validate the 'Admin_date_actual' field contains the Date for the updated vital signs.
  21. Close the report.
Scenario 4: Task List - Flowsheet "Vital Signs" - Validate the 'Time zone offset' registry setting when set to "-1"
Specific Setup:
  • Using the "Task Definition" Avatar form, have a Task Code configured.
  • Using the "Task Association" Avatar form, associate the Task Code to an Order Code.
  • Must have access to the Flowsheet application and make sure 'Vital Signs' assessment is published and it is configured with the above Task Code.
  • Using the Order Entry Console, have an order for any client with the Order Code associated to the Task Code.
  • Must have access to Crystal Reports or other SQL reporting tool.
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Time Zone Offset" in the 'Select Registry Setting' field.
  3. Click [View Registry Settings].
  4. Select "Time Zone Offset" and click [OK].
  5. Validate the 'Registry Setting Details' field contains: "Define the time zone offset for a facility in hours as a positive or negative integer."
  6. Enter time zone offset value "-1" in the 'Registry Setting Value' field.
  7. Click [Submit] and close the form.
  8. In Avatar, navigate to the "Task List" widget.
  9. Search and select the desired client.
  10. Verify the desired task is displayed as expected for the selected client.
  11. Click the desired task to lock the task in place.
  12. Click [Complete].
  13. Verify the "Flowsheet Documentations" dialog window is displayed as expected.
  14. Verify the "Vital Signs" assessment is displayed as expected.
  15. Populate the fields.
  16. Click [Sign].
  17. Verify the "Flowsheet Documentations" dialog window is no longer displayed.
  18. Verify the previously selected task is no longer displayed.
  19. Access Crystal Reports or other SQL Reporting Tool and run a query against "SYSTEM.task" table.
  20. Verify a row is displayed for the recent vitals signs task completion for the above client in the "SYSTEM.task" table.
  21. Verify the 'PATID' field contains the clientID of the above client.
  22. Verify the "data_entry_date" field contains the Date for the respective Task completed.
  23. Verify the "data_entry_time" field contains the Time as set by the time zone offset value in the registry settings for the respective Task completed.
  24. Close the report.
Scenario 5: Task List - Flowsheet "Vital Signs" - Validate the 'Time zone offset' registry setting when set to "0"
Specific Setup:
  • Using the "Task Definition" Avatar form, have a Task Code configured.
  • Using the "Task Association" Avatar form, associate the Task Code to an Order Code.
  • Must have access to the Flowsheet application and make sure 'Vital Signs' assessment is published and it is configured with the above Task Code.
  • Using the Order Entry Console, have an order for any client with the Order Code associated to the Task Code.
  • Must have access to Crystal Reports or other SQL reporting tool.
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Time Zone Offset" in the 'Select Registry Setting' field.
  3. Click [View Registry Settings].
  4. Select "Time Zone Offset" and click [OK].
  5. Validate the 'Registry Setting Details' field contains: "Define the time zone offset for a facility in hours as a positive or negative integer."
  6. Enter time zone offset value "0" in the 'Registry Setting Value' field.
  7. Click [Submit] and close the form.
  8. In Avatar, navigate to the "Task List" widget.
  9. Search and select the desired client.
  10. Verify the desired task is displayed as expected for the selected client.
  11. Click the desired task to lock the task in place.
  12. Click [Complete].
  13. Verify the "Flowsheet Documentations" dialog window is displayed as expected.
  14. Verify the "Vital Signs" assessment is displayed as expected.
  15. Populate the fields.
  16. Click [Sign].
  17. Verify the "Flowsheet Documentations" dialog window is no longer displayed.
  18. Verify the previously selected task is no longer displayed.
  19. Access Crystal Reports or other SQL Reporting Tool and run a query against "SYSTEM.task" table.
  20. Verify a row is displayed for the recent vitals signs task completion for the above client in the "SYSTEM.task" table.
  21. Verify the 'PATID' field contains the clientID of the above client.
  22. Verify the "data_entry_date" field contains the Date for the respective Task completed.
  23. Verify the "data_entry_time" field contains the local Time for the respective Task completed.
  24. Close the report.
Scenario 6: Task List - Flowsheet "Vital Signs" - Validate the 'Time zone offset' registry setting when set to "1"
Specific Setup:
  • Using the "Task Definition" Avatar form, have a Task Code configured.
  • Using the "Task Association" Avatar form, associate the Task Code to an Order Code.
  • Must have access to the Flowsheet application and make sure 'Vital Signs' assessment is published and it is configured with the above Task Code.
  • Using the Order Entry Console, have an order for any client with the Order Code associated to the Task Code.
  • Must have access to Crystal Reports or other SQL reporting tool.
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Time Zone Offset" in the 'Select Registry Setting' field.
  3. Click [View Registry Settings].
  4. Select "Time Zone Offset" and click [OK].
  5. Validate the 'Registry Setting Details' field contains: "Define the time zone offset for a facility in hours as a positive or negative integer."
  6. Enter time zone offset value "1" in the 'Registry Setting Value' field.
  7. Click [Submit] and close the form.
  8. In Avatar, navigate to the "Task List" widget.
  9. Search and select the desired client.
  10. Verify the desired task is displayed as expected for the selected client.
  11. Click the desired task to lock the task in place.
  12. Click [Complete].
  13. Verify the "Flowsheet Documentations" dialog window is displayed as expected.
  14. Verify the "Vital Signs" assessment is displayed as expected.
  15. Populate the fields.
  16. Click [Sign].
  17. Verify the "Flowsheet Documentations" dialog window is no longer displayed.
  18. Verify the previously selected task is no longer displayed.
  19. Access Crystal Reports or other SQL Reporting Tool and run a query against "SYSTEM.task" table.
  20. Verify a row is displayed for the recent vitals signs task completion for the above client in the "SYSTEM.task" table.
  21. Verify the 'PATID' field contains the clientID of the above client.
  22. Verify the "data_entry_date" field contains the Date for the respective completed Task.
  23. Verify the "data_entry_time" field contains the Time as set by the time zone offset value in the registry settings for the respective completed Task.
  24. Close the report.
Scenario 7: MedNote "Vitals" - Validate the 'Time Zone Offset' registry setting when set to "-1"
Specific Setup:
  • User with existing Provider login credentials
  • A client is enrolled in an existing episode in Medical Note
  • "Client A"
  • User must have access to the 'SYSTEM.cw_vital_signs' SQL table in the 'User Definition' form
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Time Zone Offset" in the 'Select Registry Setting' field.
  3. Click [View Registry Settings].
  4. Select "Time Zone Offset" and click [OK].
  5. Validate the 'Registry Setting Details' field contains: "Define the time zone offset for a facility in hours as a positive or negative integer."
  6. Enter time zone offset value "-1" in the 'Registry Setting Value' field.
  7. Click [Submit] and close the form.
  8. Select "Client A" and select the MedNote widget.
  9. Verify the existence of the "Facesheet" tab.
  10. Click [Vitals] link.
  11. Click [Add] and set "Heart Rate(BPM)" field to any value.
  12. Click [Save] and validate that a new vitals entry is created for "Client A".
  13. Access Crystal Reports or other SQL Reporting Tool.
  14. Create a report using the 'SYSTEM.cw_vital_signs' table.
  15. Validate a row is displayed for the recent vitals signs for "Client A".
  16. Validate the 'PATID' field contains the Client ID for "Client A".
  17. Validate the 'Admin_time_actual_h' field contains the Time as set by the time zone offset value in the registry settings for the updated vital signs.
  18. Validate the 'Admin_date_actual' field contains the Date for the updated vital signs.
  19. Close the report.
  20. Select "Client A" and select the MedNote widget.
  21. Verify the existence of the "Facesheet" tab.
  22. Click [Vitals] link and click [Refresh].
  23. Verify the existence of the vitals entry for "Client A".
  24. Validate that the local date and time value is displayed in the "Date/Time" column on the existing vitals entry.
Scenario 8: MedNote "Vitals" - Validate the 'Time Zone Offset' registry setting when set to "0"
Specific Setup:
  • User with existing Provider login credentials
  • A client is enrolled in an existing episode in Medical Note
  • "Client A"
  • User must have access to the 'SYSTEM.cw_vital_signs' SQL table in the 'User Definition' form
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Time Zone Offset" in the 'Select Registry Setting' field.
  3. Click [View Registry Settings].
  4. Select "Time Zone Offset" and click [OK].
  5. Validate the 'Registry Setting Details' field contains: "Define the time zone offset for a facility in hours as a positive or negative integer."
  6. Enter time zone offset value "0" in the 'Registry Setting Value' field.
  7. Click [Submit] and close the form.
  8. Select "Client A" and select the MedNote widget.
  9. Verify the existence of the "Facesheet" tab.
  10. Click [Vitals] link.
  11. Click [Add] and set "Heart Rate(BPM)" field to any value.
  12. Click [Save] and validate that a new vitals entry is created for "Client A".
  13. Access Crystal Reports or other SQL Reporting Tool.
  14. Create a report using the 'SYSTEM.cw_vital_signs' table.
  15. Validate a row is displayed for the recent vitals signs for "Client A".
  16. Validate the 'PATID' field contains the Client ID for "Client A".
  17. Validate the 'Admin_time_actual_h' field contains the local Time for the updated vital signs.
  18. Validate the 'Admin_date_actual' field contains the Date for the updated vital signs.
  19. Close the report.
  20. Select "Client A" and select the MedNote widget.
  21. Verify the existence of the "Facesheet" tab.
  22. Click [Vitals] link and click [Refresh].
  23. Verify the existence of the vitals entry for "Client A".
  24. Validate that the local date and time value is displayed in the "Date/Time" column on the existing vitals entry.
Scenario 9: MedNote "Vitals" - Validate the 'Time Zone Offset' registry setting when set to "1"
Specific Setup:
  • User with existing Provider login credentials
  • A client is enrolled in an existing episode in Medical Note
  • "Client A"
  • User must have access to the 'SYSTEM.cw_vital_signs' SQL table in the 'User Definition' form
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Time Zone Offset" in the 'Select Registry Setting' field.
  3. Click [View Registry Settings].
  4. Select "Time Zone Offset" and click [OK].
  5. Validate the 'Registry Setting Details' field contains: "Define the time zone offset for a facility in hours as a positive or negative integer."
  6. Enter time zone offset value "1" in the 'Registry Setting Value' field.
  7. Click [Submit] and close the form.
  8. Select "Client A" and select the MedNote widget.
  9. Verify the existence of the "Facesheet" tab.
  10. Click [Vitals] link.
  11. Click [Add] and set "Heart Rate(BPM)" field to any value.
  12. Click [Save] and validate that a new vitals entry is created for "Client A".
  13. Access Crystal Reports or other SQL Reporting Tool.
  14. Create a report using the 'SYSTEM.cw_vital_signs' table.
  15. Validate a row is displayed for the recent vitals signs for "Client A".
  16. Validate the 'PATID' field contains the Client ID for "Client A".
  17. Validate the 'Admin_time_actual_h' field contains the Time as set by the time zone offset value in the registry settings for the updated vital signs.
  18. Validate the 'Admin_date_actual' field contains the Date for the updated vital signs.
  19. Close the report.
  20. Select "Client A" and select the MedNote widget.
  21. Verify the existence of the "Facesheet" tab.
  22. Click [Vitals] link and click [Refresh].
  23. Verify the existence of the vitals entry for "Client A".
  24. Validate that the local date and time value is displayed in the "Date/Time" column on the existing vitals entry.
Topics
• Registry Settings • Vitals • Medical Note