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Avatar CareFabric 2022 Monthly Release 2022.01.01 Acceptance Tests

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Update 7 Summary | Details
Avatar CareFabric - support for adding new clients to Avatar
Scenario 1: ProviderConnect Enterprise- Validate the 'PutClient' action
Specific Setup:
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be defined for a valid managing organization.
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).
Steps
  1. Select "Client A" and access the 'Update Client Data' form.
  2. Update any desired fields.
  3. Click [Submit].
  4. Access the 'ProviderConnect Enterprise Action Log'.
  5. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  6. Enter the desired times in the 'From Time' and 'Through Time' fields.
  7. Select the desired organization in the 'Managing Organization' field.
  8. Select "PutClient" in the 'Action Name' field.
  9. Click [View Action Log].
  10. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  11. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutClient' action that was triggered from the 'Update Client Data' form with a "Success" result.
  12. Close the report and the form.
Scenario 2: Validate adding a new client via the 'PutClient' SDK action
Steps

Internal testing only.
Topics
• Update Client Data
Update 15 Summary | Details
Avatar CareFabric - support for future functionality
Scenario 1: Validate the 'SearchStaffMember' SDK action
Steps

Internal Testing Only
Topics
• CareFabric • SearchStaffMember
Update 18 Summary | Details
ProviderConnect Enterprise - 'Financial Investigation' data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Financial Investigation
  • CareFabric Monitor
Scenario 1: ProviderConnect Enterprise - Financial Investigation - Validate the 'PutEhrAssessmentResult' action and 'EhrAssessmentResultCreated' event
Specific Setup:
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' registry setting 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).
Steps
  1. Select "Client A" and access the 'Financial Investigation' form.
  2. Enter the desired date in the 'Financial Investigation Effective Date' field.
  3. Enter the desired value in the 'Income-Responsible Party Annual Income' field.
  4. Enter the desired value in the 'Income-Household Gross Annual Income' field.
  5. Enter the desired value in the 'Family Size' field.
  6. Enter the desired value in the 'Number of Dependents' field.
  7. Click [Submit].
  8. Access the 'ProviderConnect Enterprise Action Log' form.
  9. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  10. Enter the desired times in the 'From Time' and 'Through Time' fields.
  11. Select the desired organization in the 'Managing Organization' field.
  12. Select "PutEhrAssessment" in the 'Action Name' field.
  13. Click [View Action Log].
  14. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  15. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'Financial Investigation' form with a "Success" result.
  16. Close the report and the form.
ProviderConnect Enterprise - 'Cal-OMS Admission' data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Cal-OMS Admission
  • Cal-OMS Annual Update
  • Cal-OMS Discharge
Scenario 1: 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. Leave the 'Social Security Number' field blank.
  4. Populate all required and desired fields.
  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 Admission' form with a "Success" result.
  14. Close the report and the form.
Scenario 2: 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. Leave the 'Social Security Number' field blank.
  4. Populate all required and desired fields.
  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 Annual Update' form with a "Success" result.
  14. Close the report and the form.
Scenario 3: 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. Leave the 'Social Security Number' field blank.
  4. Populate all required and desired fields.
  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 Discharge' form with a "Success" result.
  14. Close the report and the form.
Topics
• ProviderConnect Enterprise • Cal-OMS
Update 23 Summary | Details
"Display Order" in the 'EhrBedBoardStayUpdated' message
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CarePOV Management
  • Orders This Episode
  • Client Lookup/Header Configuration Manager
  • Diagnosis
  • CareFabric Monitor
Scenario 1: Task List - Bedboard Alert setup for Task List widget through CarePOV Management
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the 'Client Alerts' tab.
  3. Select "Edit" from the 'Add or Edit Alert' field.
  4. Select "New Orders (1)" from the 'Client Alert' field.
  5. Validate "Yes" is selected from the 'Active' field.
  6. Validate "New Order" is selected from the 'Alert Type' field.
  7. Select "Yes" from the 'Include in Client Header' field and click [Save].
  8. Validate a message is displayed that states: "Saved." and click [OK].
  9. Select "Edit" from the 'Add or Edit Alert' field.
  10. Select "Stat Orders (2)" from the 'Client Alert' field.
  11. Validate "Yes" is selected from the 'Active' field.
  12. Validate "Stat Order" is selected from the 'Alert Type' field.
  13. Select "Yes" from the 'Include in Client Header' field and click [Save].
  14. Validate a message is displayed that states: "Saved." and click [OK].
  15. Select "Edit" from the 'Add or Edit Alert' field.
  16. Select "Pregnant (11)" from the 'Client Alert' field.
  17. Validate "Yes" is selected from the 'Active' field.
  18. Validate "Pregnancy" is selected from the 'Alert Type' field.
  19. Select "Yes" from the 'Include in Client Header' field and click [Save].
  20. Validate a message is displayed that states: "Saved." and click [OK].
  21. Close the form.
  22. Select "Client A" and access the 'Update Client Data' form.
  23. Validate "Female" is selected from the 'Sex' field.
  24. Select "Pregnant" from the 'Pregnancy Status' field and click [Submit].
  25. Access the Order Entry Console.
  26. Search for and select "ADVIL MIGRAINE 200 MG CAPSULE, LIQUID FILLED ORAL" from the 'New Order' field.
  27. Set the 'Dose' field to "1".
  28. Select "Tablet" from the 'Dose Unit' field.
  29. Select "TWICE A DAY" from the 'Freq' field.
  30. Set the 'Duration' field to "1" and click [Days].
  31. Click [Add to Scratchpad]
  32. Search for and select "Lisinopril 5 MG Tablet ORAL" from the 'New Order' field.
  33. Set the 'Dose' field to "1".
  34. Select "TABLET" from the 'Dose Unit' field.
  35. Select "STAT" from the 'Freq' field.
  36. Validate the 'Duration' field contains "1" and [Days] is selected.
  37. Click [Add to Scratchpad] and [Sign].
  38. Validate the 'Order grid' contains an order for "ADVIL MIGRAINE 200 MG CAPSULE, LIQUID FILLED Tablet, TWICE A DAY".
  39. Validate the 'Order grid' contains an order for "Lisinopril 5 MG ORAL Tablet, STAT".
  40. Access the 'Task List' widget.
  41. Search for and select "Client A" from the 'Search Patients' field.
  42. Validate a 'Pregnancy' alert is displayed for the selected patient.
  43. Validate a 'New Orders' alert is displayed for the "Advil Migraine" order.
  44. Validate a 'Stat Orders' alert is displayed for the "Lisinopril" order.
Scenario 2: CarePOV Management - Ordering Client Alerts with Display Order
Specific Setup:
  • Avatar CWS 2021 Update 95, Avatar CareFabric 2021 Update 83, and RADplus 2021 Update 130 are needed in order to utilize full functionality.
  • The 'RADplus->Chart->Chart View->->->Populate Chart Header with Currently Selected Episode' registry setting must be set to "Y".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Client Lookup/Header Configuration Manager' form.
  2. Select the 'Client Header' tab and click [Add New Item].
  3. Select "Bed Board Alerts" from the 'Field to Include in Client Header' field and click [Field Order].
  4. Select "Column 4, Position 2" from the 'Field Order' field and click [Submit].
  5. Access the 'CarePOV Management' form.
  6. Select the 'Client Alerts' tab.
  7. Select "Edit" from the 'Add or Edit Alert' field.
  8. Select "Alcohol Detox (5)" from the 'Client Alert' field.
  9. Validate "Yes" is selected from the 'Active' field.
  10. Validate "Diagnosis/Problem" is selected from the 'Alert Type' field.
  11. Validate "Alcohol dependence with uncomplicated withdrawal" is selected from the 'Selected Diagnosis' field.
  12. Select "Yes" from the 'Include in Client Header' field and click [Save].
  13. Validate a message is displayed that states: "Saved." and click [OK].
  14. Select "Edit" from the 'Add or Edit Alert' field.
  15. Select "Pregnant (11)" from the 'Client Alert' field.
  16. Validate "Yes" is selected from the 'Active' field.
  17. Validate "Pregnancy" is selected from the 'Alert Type' field.
  18. Select "Yes" from the 'Include in Client Header' field and click [Save].
  19. Validate a message is displayed that states: "Saved." and click [OK].
  20. Select "Edit" from the 'Add or Edit Alert' field.
  21. Select "Allergy (12)" from the 'Client Alert' field.
  22. Validate "Yes" is selected from the 'Active' field.
  23. Validate "Allergy" is selected from the 'Alert Type' field.
  24. Select "Yes" from the 'Include in Client Header' field and click [Save].
  25. Validate a message is displayed that states: "Saved." and click [OK].
  26. Select "Edit" from the 'Add or Edit Alert' field.
  27. Select "New Orders (1)" from the 'Client Alert' field.
  28. Validate "Yes" is selected from the 'Active' field.
  29. Validate "New Order" is selected from the 'Alert Type' field.
  30. Select "Yes" from the 'Include in Client Header' field and click [Save].
  31. Validate a message is displayed that states: "Saved." and click [OK].
  32. Close the form.
  33. Validate a message is displayed stating: "Are you sure you want to Close without saving?" and click [Yes].
  34. Select "Client A" and access the 'Diagnosis' form.
  35. Click [Add].
  36. Select "Update" from the 'Type Of Diagnosis' field.
  37. Set the 'Date Of Diagnosis' field to the current date.
  38. Set the 'Time Of Diagnosis' field to the current time.
  39. Click [New Row].
  40. Search for and select "Alcohol dependence with uncomplicated withdrawal" from the 'Diagnosis Search' field.
  41. Complete all other required fields and click [Submit].
  42. Access the 'Update Client Data' form.
  43. Validate "Female" is selected from the 'Sex' field.
  44. Select "Pregnant" from the 'Pregnancy Status' field and click [Submit].
  45. Access the Order Entry Console.
  46. Search for and select "XANAX 1 MG TABLET ORAL" from the 'New Order' field.
  47. Set the 'Dose' field to "1".
  48. Select "MG" from the 'Dose Unit' field.
  49. Select "TWICE A DAY" from the 'Freq' field.
  50. Set the 'Duration' field to "1" and click [Days].
  51. Click [Add to Scratchpad] and [Sign].
  52. Validate the 'Order grid' contains and order for "XANAX 1 MG ORAL TABLET, TWICE A DAY".
  53. Access the 'HomeView' and click [Clear Client].
  54. Select "Client A" and access the Order Entry Console.
  55. Validate the 'Client Header' contains 'Client Alerts' in the following order: 1. New Orders (XANAX) 2. Alcohol Detox 3. Pregnant 4. Allergy (Please see allergies.).
  56. Access the 'Task List' widget.
  57. Search for and select "Client A" from the 'Search Patients' field.
  58. Validate the 'Client Card' contains 'Bedboard Alerts' in the following order: 1. Alcohol Detox 2. Pregnant 3. News Orders - XANAX 4. Allergy - Please see allergies.
  59. Access the 'CarePOV Management' form.
  60. Select the 'Client Alerts' tab.
  61. Select "Edit" from the 'Add or Edit Alert' field.
  62. Select "Alcohol Detox (5)" from the 'Client Alert' field.
  63. Select "2" from the 'Display Order' field and click [Save].
  64. Validate a message is displayed that states: "Saved." and click [OK].
  65. Select "Edit" from the 'Add or Edit Alert' field.
  66. Select "Pregnant (11)" from the 'Client Alert' field.
  67. Select "2" from the 'Display Order' field.
  68. Validate a message is displayed that states: "Display Order 2 is already in use by this Client Alert: Alcohol Detox. Please select a different Display Order." and click [OK].
  69. Select "1" from the 'Display Order' field and click [Save].
  70. Validate a message is displayed that states: "Saved." and click [OK].
  71. Select "Edit" from the 'Add or Edit Alert' field.
  72. Select "New Orders (1)" from the 'Client Alert' field.
  73. Select "None" from the 'Display Order' field and click [Save].
  74. Validate a message is displayed that states: "Saved." and click [OK].
  75. Select "Edit" from the 'Add or Edit Alert' field.
  76. Select "Allergy (12)" from the 'Client Alert' field.
  77. Select "10" from the 'Display Order' field and click [Save].
  78. Validate a message is displayed that states: "Saved." and click [OK].
  79. Close the form.
  80. Validate a message is displayed stating: "Are you sure you want to Close without saving?" and click [Yes].
  81. Click [Clear Client].
  82. Select "Client A" and access the Order Entry Console.
  83. Validate the 'Client Header' contains 'Client Alerts' in the following order: 1. Pregnant 2. Alcohol Detox 3. Allergy (Please see allergies.) 4. New Orders (XANAX).
  84. Log out of the application and log back in.
  85. Access the 'Task List' widget.
  86. Search for and select "Client A" from the 'Search Patients' field.
  87. Validate the 'Client Card' contains 'Bedboard Alerts' in the following order: 1. Pregnant 2. Alcohol Detox 3. Allergy - Please see allergies. 4. News Orders - XANAX.
Scenario 3: Validating 'Display Order' for Bedboard Alerts in 'EhrBedBoardStayUpdated' CareFabric payload
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the 'Client Alerts' section.
  3. Select "Add" from the 'Add or Edit Alert' field.
  4. Set the 'Client Alert Description' field to "Test01".
  5. Select any icon from the 'Select Icon' field.
  6. Select "Order Code" from the 'Alert Type' field.
  7. Select "No" from the 'Include in Client Header' field.
  8. Search for and select "XANAX 2 MG TABLET ORAL" from the 'Select Order Code' field and click [Save].
  9. Validate a message is displayed that states: "Saved." and click [OK].
  10. Select "Add" from the 'Add or Edit Alert' field.
  11. Set the 'Client Alert Description' field to "Test02".
  12. Select any icon from the 'Select Icon' field.
  13. Select "Order Code" from the 'Alert Type' field.
  14. Select "Yes" from the 'Include in Client Header' field.
  15. Search for and select "XANAX 2 MG TABLET ORAL" from the 'Select Order Code' field and click [Save].
  16. Validate a message is displayed that states: "Saved." and click [OK].
  17. Select "Add" from the 'Add or Edit Alert' field.
  18. Set the 'Client Alert Description' field to "Test03".
  19. Select any icon from the 'Select Icon' field.
  20. Select "Order Code" from the 'Alert Type' field.
  21. Select "Yes" from the 'Include in Client Header' field.
  22. Select "5" from the 'Display Order' field.
  23. Search for and select "XANAX 2 MG TABLET ORAL" from the 'Select Order Code' field and click [Save].
  24. Validate a message is displayed that states: "Saved." and click [OK].
  25. Click [Discard].
  26. Validate a message is displayed that states: "Are you sure you want to Close without saving?" and click [Yes].
  27. Select "Client A" and access the Order Entry Console.
  28. Search for and select "XANAX 2 MG TABLET ORAL" from the 'New Order' field.
  29. Set the 'Dose' field to "2".
  30. Select "MG" from the 'Dose Unit' field.
  31. Select "TWICE A DAY" from the 'Freq' field.
  32. Set the 'Duration' field to "14" and click [Days].
  33. Click [Open Dashboard] for "Client A".
  34. Validate that a 'Client Alert' labeled "Test02" is displayed in the 'Client Header'.
  35. Validate that a 'Client Alert' labeled "Test03" is displayed in the 'Client Header'.
  36. Click [Close] and select the 'myDay' tab.
  37. Access the 'CareFabric Monitor' form.
  38. Set the 'From Date' and 'Through Date' fields to the current date.
  39. Search for and select "Client A" from the 'Client ID' field and click [View Activity Log].
  40. Validate the Avatar NX Report Viewer is launched in a new window.
  41. Click the Last Page button.
  42. Click the most recent 'Click To View Record' link for 'Activity Type': "EhrBedBoardStayUpdated" and 'Type/Direction': "Event/Out".
  43. Validate a new tab is opened with the payload.
  44. Validate there is a 'bedBoardAlerts' array that contains multiple values for different Bed Board Alerts.
  45. Validate the first 'bedBoardAlerts' index contains the following properties, "classifications": [ { "type": "DisplayOrder", "value": "{a number greater than ten}" } ], "displayName": "Test01 (XANAX)".
  46. Validate the second 'bedBoardAlerts' index contains the following properties, "classifications": [ { "type": "DisplayOrder", "value": "{a number greater than ten}" } ], "displayName": "Test02 (XANAX)".
  47. Validate the first 'bedBoardAlerts' index contains the following properties, "classifications": [ { "type": "DisplayOrder", "value": "5" } ], "displayName": "Test03 (XANAX)".
  48. Close the CareFabric Monitor Report.
Topics
• Bed Board • myAvatar/myAvatar NX • CarePOV Management • NX
Update 26 Summary | Details
Avatar CareFabric is enhanced to support the 'Patient Health Questionnaire-9' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Patient Health Questionnaire-9
Scenario 1: Patient Health Questionnaire-9 - Validate the 'ListEhrAssessmentResult' SDK action
Steps

Internal testing only.

Scenario 2: Patient Health Questionnaire-9 - Validate the 'GetEhrAssessmentResult' SDK action
Steps

Internal testing only.

Scenario 3: Patient Health Questionnaire-9 - Validate the 'PutEhrAssessmentResult' SDK action
Steps

Internal testing only.
Topics
• Patient Health Questionnaire 9
Update 28 Summary | Details
OE NX - Lab Orders Outbound
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Financial Eligibility
  • External Lab Mapping for CareConnect
  • Orders This Episode
  • Order Entry Console - AOE Question Dialog
  • Print pdf dialog
  • External Lab/Radiology Definition for CareConnect
  • Order Code Setup
Scenario 1: OE NX - Lab orders - Requisition Report
Specific Setup:
  • A client must have an active episode. (Client A)
Steps
  1. Select "Client A" and access the 'Financial Eligibility' form.
  2. Select the 'Guarantor Selection' section.
  3. Click the [Add New Item] in the Guarantor Information grid.
  4. Search for and select "Medicare" from the 'Guarantor #' field.
  5. Select "(Contract) Medicare Part A" from the 'Guarantor Plan' field.
  6. Validate a message is displayed stating "Selecting This Plan Will Over-Write Any Previous Plan Information. The Master Plan Information Will Default" and click [OK].
  7. Select "Self" from the 'Client's Relationship To Subscriber' field.
  8. Validate the 'Subscriber's Name' field is equal to "Client A".
  9. Set the 'Subscriber Address' - Street Line 1 field to "123 place drive circle street".
  10. Set the 'Zip code' field to "12345".
  11. Select "Male" from the 'Subscriber Sex' field.
  12. Set the 'Subscriber's Social Security #' field to "222-55-8888".
  13. Select "Full Time (32+ Hours A Week Not Including Armed Forces)" from the 'Subscriber's Employment Status' field.
  14. Set the 'Subscriber Policy #' field to "48536843".
  15. Select "Yes" from the 'Subscriber Assignment Of Benefits' field.
  16. Set the 'Subscriber's Covered Days' field to "9999".
  17. Set the 'Maximum Covered Dollars' field to "9999999.99".
  18. Select "Yes, Provider Has Signed Statement Permitting Release" from the 'Subscriber Release Of Info' field.
  19. Select the 'Financial Eligibility' section.
  20. Select "Medicare" from the 'Guarantor #1' field and click [Submit].
  21. Access the 'External Lab/Radiology Definition for CareConnect' form.
  22. Select 'Add' from the 'Add New or Edit Existing Vendor' field.
  23. Select 'Lab' from the 'External Application Type' field.
  24. Select 'Yes' from the 'eVendor' field.
  25. Select "Change Health-LabCorp" from the 'Vendor to Define' field.
  26. Select "TA" from the 'Vendor Business Unit' field.
  27. Select "90550015" from the 'Vendor Account Number' field.
  28. Set the 'Vendor Name' field to "LabCorp-CHC".
  29. Select 'LabCorp' from the 'Lab Vendor Company' field and click [Submit].
  30. Validate a message is displayed stating "Do you wish to return to form" and click [No].
  31. Access the 'External Lab Mapping for CareConnect' form.
  32. Select "LabCorp-CHC" from the 'External Lab Vendor' field.
  33. Select "Subscriber Employment Status (IN1-42)" from the 'HL7 Segment' field.
  34. Select "Subscr. Employment Status - File: Client, Data Element #256" from the 'Avatar Dictionary to Map' field.
  35. Select "Full Time (32+ Hours A Week Not Including Armed Forces)" from the 'Avatar Dictionary Value to Map' field.
  36. Set the 'Mapped to Code' field to "1" and click [File].
  37. Select "Subscriber Relationship (IN1-17)" from the 'HL7 Segment' field.
  38. Select "Client's Relationship To Subscriber - File: Client, Data Element #247" from the 'Avatar Dictionary to Map' field.
  39. Select "Self" from the 'Avatar Dictionary Value to Map' field.
  40. Set the 'Mapped to Code' field to "18" and click [File] and [Discard].
  41. Validate a message displays stating Are you sure you want to Close without saving?" and click [Yes].
  42. Access the 'Order Code Setup' form.
  43. Select 'Add New Code' from the 'Add/Edit Order Code' field.
  44. Set the 'New Order Code' field to "Sars-CoV-2".
  45. Set the 'Order Code Description' field to "Sars-CoV-2".
  46. Select "Lab" from the 'Order Type' field.
  47. Click [External Lab Definition].
  48. Click [New Row].
  49. Set the 'Lab Vendor Name' cell to "LabCorp-CHC.
  50. Set the 'Compendium Order Code' cell to "SARS-CoV-2, NAA" - row 1 cell and click [Save].
  51. Validate a message displays stating "Exit Grid?" and click [Yes].
  52. Click [Submit].
  53. Validate a message displays stating "Order Code Setup has completed. Do you wish to return to form?" and click [No].
  54. Select "Client A" and access the 'Order Entry Console'.
  55. Search for and select "SARS-CoV-2, NAA " from the 'New Order' field.
  56. Select "Daily" from the Frequency field.
  57. Click the Lab Vendor Staff will Collect field.
  58. Set the Duration field to "5" and click [Days] and [Add to Scratchpad].
  59. Validate the 'Ask On Order Entry' dialog displays.
  60. Answer all "AOE" questions and click [Save].
  61. Click [Sign] under the 'Scratchpad'.
  62. Validate the 'Order grid' contains an order for "SARS-CoV-2, NAA Daily, Lab Vendor Staff will Collect, LabCorp-CHC".
  63. Select the order created from the 'Order grid' and click [Print].
  64. Validate the 'Lab Print dialog' displays and click [Print Lab Requisition].
  65. Validate the 'Requisition Report' displays successfully.
Topics
• NX
Update 31 Summary | Details
Avatar CareFabric - 'ListProgramAdmission' SDK action
Scenario 1: Validate the 'ListProgramAdmission' SDK action
Steps

Internal testing only.

Avatar CareFabric - 'ListProblem' SDK action
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Problem List
Scenario 1: Validate the 'ListProblem' SDK action
Steps

Internal testing only.

Avatar CareFabric - 'ListAssociatedPerson' SDK action
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Family Registration
Scenario 1: Validate the 'ListAssociatedPerson' SDK action
Steps

Internal testing only.

Avatar CareFabric - 'GetValueSet' SDK action
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Service Codes
Scenario 1: Validate the 'GetValueSet' SDK action
Steps

Internal testing only.

Avatar CareFabric - 'ListInsurancePolicy' SDK action
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Financial Eligibility
Scenario 1: Validate the 'ListInsurancePolicy' SDK action
Steps

Internal testing only.
Topics
• Admission • Problem List • Associated Person • Service Codes • InsurancePolicy
Update 32 Summary | Details
Support for Bells Notes Integration
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HomeView - My To Do's widget
  • Document Routing Setup (PM)
Scenario 1: Ambulatory Progress Notes (Diagnosis Entry) - Validate document routing
Specific Setup:
  • Have two users: [UserA] and [UserB]
  • Both users have the "My To Do's" widget on their home view
  • Document Routing is enabled in the 'Document Routing Setup' form for 'Ambulatory Progress Notes (Diagnosis Entry)' form
  • User with access to 'Clinical Document Viewer' form
  • [UserA] has an existing client admitted to Medical Note
  • "ClientA"
  • [UserA] with existing practitioner enrolled in Medical Note
  • "Staff Member A"
  • [UserB] with existing practitioner enrolled in Medical Note
  • "Staff Member B"
Steps
  1. Access the 'Ambulatory Progress Notes (Diagnosis Entry)' form.
  2. Select "ClientA" in the 'Select Client' field.
  3. Select "Independent Note" in the 'Progress Note For' field.
  4. Select the desired value in the 'Note Type' field.
  5. Enter the desired value in the 'Notes Field' field.
  6. Select "Final" in the 'Draft/Final' field.
  7. Click [Submit].
  8. Validate that the 'Confirm Document' dialog is displayed with the progress note data, including an electronic signature at the bottom for "Staff Member A" as the Author.
  9. Click [Accept and Route].
  10. Enter the desired value in the 'Password' field.
  11. Click [OK].
  12. Validate the 'Route Document To' dialog is displayed.
  13. Search for "Staff Member B" in the "Add Approver" field.
  14. Click [Add].
  15. Validate "Staff Member B" is added as an "Approver" and the "Approver" check box is selected.
  16. Click [Submit].
  17. Log in as [UserB] and navigate to the "My To Do's" widget.
  18. Validate there is a To-Do for the progress note filed in the previous steps.
  19. Click [Approve Document].
  20. Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Staff Member A" as Author and "Staff Member B" as Final Approver.
  21. Click [Accept].
  22. Enter the password for "User B" in the 'Verify Password' dialog and click [OK].
  23. Validate the To-Do is no longer displayed.
  24. Access the 'Clinical Document Viewer' form.
  25. Select "Individual" in the 'Select All or Individual Patient' field.
  26. Select "ClientA" in the 'Select Client' field.
  27. Select the desired value in the "Episode" field.
  28. Click [Process].
  29. Select the document that was just finalized from the document list.
  30. Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Staff Member A" as Author and "Staff Member B" as Final Approver.
  31. Click [Close All Documents].
  32. Validate the document is closed.
Scenario 2: Verify MedNote progress note sign off with Document Routing and validate the My To Do's widget
Specific Setup:
  • Have two users: [UserA] and [UserB]
  • Both users have the "My To Do's" widget on their home view
  • Document Routing is enabled in the 'Document Routing Setup' form for [UserA]
  • [UserA] has an existing client with an existing progress note with all the required fields filled out [ClientA]
  • [UserB] with existing practitioner enrolled in Medical Note
  • "PractitionerB"
Steps
  1. Log into Avatar as [UserA].
  2. Select [ClientA] and select the Medical Note widget.
  3. Click [Select Note].
  4. Select [Edit] from the "Client's E&M Appointment" row.
  5. Verify the existence of the “Facesheet” tab.
  6. Complete all required fields on "Document" and "Finalize" tabs.
  7. Click the "Finalize" tab and complete all the required fields.
  8. Click [Generate Note].
  9. Select "Complete" in the 'Completion Status' field.
  10. Click [Signed Off].
  11. Verify Sign Off process completes.
  12. Verify the existence of the 'Document Routing' form.
  13. At the "Confirm Document" screen, click [Accept and Route].
  14. Enter the password for [UserA] in the 'Verify Password' field.
  15. Click [OK].
  16. At the "Route Document To" screen, search for [UserB] in the "Add Approver" field.
  17. Click [Add].
  18. Validate [UserB] is added as an "Approver" and the "Approver" check box is selected.
  19. Click [Submit].
  20. Log in as [UserB].
  21. Navigate to the "My To Do's" widget.
  22. Locate the To Do just routed and click [Approve Document].
  23. Verify the approver's name is displayed at the bottom of the progress note: "Electronically Signed by [PractitionerB]".
  24. Click [Accept]
  25. Validate the To Do is removed from the list.
Scenario 3: Bells Notes Integration - Validate document routing for progress notes when a supervisor is not required.
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • A user is defined [UserA] with the following:
  • Access to Bells Notes with an existing client admitted (Client A)
  • Associated practitioner enrolled in Medical Note (Practitioner A)
  • Access to the 'My To Do's' widget on the HomeView
  • Must be logged in as this user
  • Document Routing is enabled for the 'Additional Progress Note Information (CWS21015)' form in 'Document Routing Setup'. A supervisor is NOT required.
  • A Progress Notes form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter the desired service code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select the desired value in the 'Episode Number' field.
  6. Validate the 'Practitioner' field is populated with "Practitioner A"
  7. Fill out all required fields.
  8. Click [Submit].
  9. Validate successful submission.
  10. Validate the scheduled appointment is added to the 'Scheduling Calendar' form.
  11. Log into Bells Notes with existing login credentials.
  12. Click the "Agenda" section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar.
  13. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes.
  14. Validate [Start Note] is displayed for the scheduled appointment on the right side of the Bells Notes.
  15. Click [Start Note] and verify the existence of the "Session Information" window.
  16. Fill out all required fields and select the desired note type.
  17. Validate user is able to start a note successfully.
  18. Verify the existence of "Client A" in the client header when note is started.
  19. Fill out all required fields and click [Sign Note].
  20. Validate the "Sign Note" window pops up.
  21. Enter the desired value in the 'Pin' field and click [Sign].
  22. Validate the warning messages "Note Signed Successfully" is displayed when note is signed off successfully.
  23. Validate the user is navigated to the "Agenda" page.
  24. Select the scheduled appointment and validate the appointment status is displayed as "Signed".
  25. Log into myAvatar as [UserA].
  26. Navigate to the "My To Do's" widget.
  27. Locate the To Do just routed and click [Approve Document].
  28. Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Practitioner A" as Author.
  29. Click [Accept].
  30. Enter the password for "User A" in the 'Verify Password' dialog and click [OK].
  31. Validate the To-Do is no longer displayed.
Scenario 4: Bells Notes Integration - Validate document routing for progress notes when a supervisor is required.
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • A user is defined [UserA] with the following:
  • Access to Bells Notes with an existing client admitted (Client A)
  • Associated practitioner enrolled in Medical Note (Practitioner A)
  • Access to the 'My To Do's' widget on the HomeView
  • Must be logged in as this user
  • A user is defined [UserB] with the following:
  • Associated practitioner enrolled in Medical Note (Practitioner B)
  • Access to the 'My To Do's' widget on the HomeView
  • Document Routing is enabled for the 'Additional Progress Note Information (CWS21015)' form in 'Document Routing Setup'. A supervisor is required.
  • A Progress Notes form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter the desired service code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select the desired value in the 'Episode Number' field.
  6. Validate the 'Practitioner' field is populated with "Practitioner A"
  7. Fill out all required fields.
  8. Click [Submit].
  9. Validate successful submission.
  10. Validate the scheduled appointment is added to the 'Scheduling Calendar' form.
  11. Log into Bells Notes with existing login credentials.
  12. Click the "Agenda" section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar.
  13. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes.
  14. Validate [Start Note] is displayed for the scheduled appointment on the right side of the Bells Notes.
  15. Click [Start Note] and verify the existence of the "Session Information" window.
  16. Fill out all required fields and select the desired note type.
  17. Validate user is able to start a note successfully.
  18. Verify the existence of "Client A" in the client header when note is started.
  19. Fill out all required fields and click [Sign Note].
  20. Validate the "Sign Note" window pops up.
  21. Enter the desired value in the 'Pin' field and click [Sign].
  22. Validate the warning messages "Note Signed Successfully" is displayed when note is signed off successfully.
  23. Validate the user is navigated to the "Agenda" page.
  24. Select the scheduled appointment and validate the appointment status is displayed as "Signed".
  25. Log into myAvatar as [UserB].
  26. Navigate to the "My To Do's" widget.
  27. Locate the To Do just routed and click [Approve Document].
  28. Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Practitioner A" as Author and "Practitioner B" as Supervisor.
  29. Click [Accept].
  30. Enter the password for [UserB] in the 'Verify Password' dialog and click [OK].
  31. Validate the To-Do is no longer displayed.
Scenario 5: Bell Notes Integration - Validate progress notes when Document Routing is disabled
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • A user is defined [UserA] with the following:
  • Access to Bells Notes with an existing client admitted (Client A)
  • Associated practitioner enrolled in Medical Note
  • Must be logged in as this user
  • "Progress Notes" widget configured into myAvatar
  • Document Routing is disabled for the 'Additional Progress Note Information (CWS21015)' form in 'Document Routing Setup'.
  • A Progress Notes form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter the desired service code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select the desired value in the 'Episode Number' field.
  6. Fill out all required fields.
  7. Click [Submit].
  8. Validate successful submission.
  9. Validate the scheduled appointment is added to the 'Scheduling Calendar' form.
  10. Log into Bells Notes with existing login credentials.
  11. Click the "Agenda" section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar.
  12. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes.
  13. Validate [Start Note] is displayed for the scheduled appointment on the right side of the Bells Notes.
  14. Click [Start Note] and verify the existence of the "Session Information" window.
  15. Fill out all required fields and select the desired note type.
  16. Validate user is able to start a note successfully.
  17. Verify the existence of "Client A" in the client header when note is started.
  18. Fill out all required fields and click [Sign Note].
  19. Validate the "Sign Note" window pops up.
  20. Enter the desired value in the 'Pin' field and click [Sign].
  21. Validate the warning messages "Note Signed Successfully" is displayed when note is signed off successfully.
  22. Validate the user is navigated to the "Agenda" page.
  23. Select the scheduled appointment and validate the appointment status is displayed as "Signed".
  24. Log into myAvatar as [UserA].
  25. Select "Client A" and select "Progress Notes" widget.
  26. Verify the Progress Note status is final on the signed off appointment with document routing disabled.
'CarePOV Management' - Support for Bells Notes Integration
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Bells Notes
  • CarePOV Management
Scenario 1: 'CarePOV Management' form - 'Bells Notes' section
Steps
  • Internal Testing Only
Topics
• Progress Notes • CareFabric • Medical Note • CarePOV Management
Update 34 Summary | Details
Medical Note - Functional Scores
Scenario 1: Avatar CWS - Validate the 'ListEhrCustomAssessmentDocument' SDK action
Steps
  • Internal testing only
Scenario 2: Avatar PM - Validate the 'ListEhrCustomAssessmentDocument' SDK action
Steps
  • Internal testing only
Topics
• Medical Note • CarePOV Management
Update 38 Summary | Details
Bells Notes Integration - Service Locations
Scenario 1: Bells Notes Integration - Validate service locations display based on the selected service program
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • A user is defined [UserA] with the following:
  • Access to Bells Notes with an existing client admitted (Client A)
  • Associated practitioner enrolled in Medical Note
  • Existing locations associated with the program for the current episode
  • Must be logged in as this user
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter "Client A" in the 'Client' field.
  4. Select the desired value in the 'Episode Number' field.
  5. Select the desired value in the 'Program' field.
  6. Click the 'Location' field.
  7. Validate that the 'Location' field displays the associated locations for the selected program.
  8. Select the desired value in the 'Location' field.
  9. Fill out all required fields.
  10. Click [Submit].
  11. Validate successful submission.
  12. Log into Bells Notes with existing login credentials.
  13. Click the "Patients" section and populate the 'Search Patients' field with "Client A".
  14. Verify the existence of a patient's row displayed for "Client A" and select it.
  15. Verify the existence of [Start Note] and click it.
  16. Verify the existence of the "Session Information" window.
  17. Select the desired value in the 'Episode' field.
  18. Select the desired value in the 'Program' field.
  19. Click the 'Service Facility' field.
  20. Validate that the 'Service Facility' field displays the associated locations for the selected program.
  21. Validate that the associated locations in the 'Service Facility' field matches to the associated locations in the 'Location' field in 'Appointment Details' form.
  22. Select the desired value in the 'Service Facility' field.
  23. Fill out all required fields and select the desired note type.
  24. Validate user is able to start a note successfully.
Topics
• Scheduling Calendar • CareFabric
Update 41 Summary | Details
Bells Notes Integration - 'Site Specific Section Modeling' in Progress Notes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • TO DO'S
Scenario 1: To Do approval for Progress Note form with Document Routing
Specific Setup:
  • A client must be admitted to an active episode (Client A).
  • Have a progress note form enabled for document routing
  • UserA is staff member and has the "My To do's" widget on their 'myDay' view
Steps
  1. Select Client A and access the 'Progress Notes (Group and Individual)' form.
  2. Select any value from the 'Select Episode' field.
  3. Select any value from the 'Progress Note For' field.
  4. Select any value from the 'Note Type' field.
  5. Complete the remaining required fields.
  6. Select 'Final' from the 'Draft/Final' field.
  7. Click [Submit Note].
  8. Click [Sign and Route]
  9. Set the 'Password' field to the password of the logged in user.
  10. Click [Verify].
  11. Set the 'Supervisor' field to any value (for testing add the practitioner associated to the current logged in user) to route to yourself.
  12. Click [Add] and [Submit].
  13. Access the 'My To Do's' widget.
  14. In the 'Documents to Sign' section, select the newly created 'To Do' for Client A.
  15. Click [Review].
  16. Validate that the 'Sign' button remains disabled until the 'Document Preview' displays the document.
  17. Once enabled, click [Accept] and [Sign].
  18. Set the 'Password' field to the password of the logged in user.
  19. Click [Verify].
  20. Validate that the 'To Do' is removed from the 'My To Do's' list ('Documents to Sign') section.
Scenario 2: To Do approval for Progress Note form with Document Routing
Specific Setup:
  • A client must be admitted to an active episode (Client A).
  • Have a progress note form enabled for document routing
  • UserA is staff member and has the "My To do's" widget on their 'myDay' view
Steps
  1. Select Client A and access the 'Progress Notes (Group and Individual)' form.
  2. Select any value from the 'Select Episode' field.
  3. Select any value from the 'Progress Note For' field.
  4. Select any value from the 'Note Type' field.
  5. Complete the remaining required fields.
  6. Select 'Final' from the 'Draft/Final' field.
  7. Click [Submit Note].
  8. Click [Sign and Route]
  9. Set the 'Password' field to the password of the logged in user.
  10. Click [Verify].
  11. Set the 'Supervisor' field to any value (for testing add the practitioner associated to the current logged in user) to route to yourself.
  12. Click [Add] and [Submit].
  13. Access the 'My To Do's' widget.
  14. In the 'Documents to Sign' section, select the newly created 'To Do' for Client A.
  15. Click [Review].
  16. Validate that the 'Sign' button remains disabled until the 'Document Preview' displays the document.
  17. Once enabled, click [Accept] and [Sign].
  18. Set the 'Password' field to the password of the logged in user.
  19. Click [Verify].
  20. Validate that the 'To Do' is removed from the 'My To Do's' list ('Documents to Sign') section.
Scenario 3: Bells Notes Integration - validate 'Site Specific Section Modeling' in progress notes when document routing is enabled
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • A progress notes form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate. (Form A)
  • "Form A" must have document routing enabled and fields added via 'Site Specific Section Modeling'. The same fields must exist in Bells Notes.
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' widget on the HomeView
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Log into Bells Notes with existing login credentials for "User A".
  2. Search for "Client A".
  3. Click [Start Note] and verify the existence of the 'Session Information' window.
  4. Fill out all required fields and select the desired note type.
  5. Verify the existence of "Client A" in the client header when note is started.
  6. Fill out all required fields including fields added via 'Site Specific Section Modeling'.
  7. Click [Sign Note].
  8. Validate the Sign Note' dialog is displayed.
  9. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  10. Validate a message is displayed stating: Note Signed Successfully.
  11. Log into myAvatar as "User A".
  12. Navigate to the "My To Do's" widget.
  13. Validate a To-Do is displayed for the progress note sent via Bells Notes for "Client A".
  14. Click [Approve Document].
  15. Validate the progress note data is displayed, including the 'Site Specific Section Modeling' fields.
  16. Click [Accept].
  17. Enter the password for "User A" in the 'Verify Password' field and click [OK].
  18. Validate the To-Do is no longer displayed.
Scenario 4: Bells Notes Integration - validate 'Site Specific Section Modeling' in progress notes when document routing is disabled
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • A progress notes form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate. (Form A)
  • "Form A" does not have document routing enabled and has fields added via 'Site Specific Section Modeling'. The same fields must exist in Bells Notes.
  • "Form A" must be accessible via the Chart View.
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner
  • Access to the 'My To Do's' widget.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Log into Bells Notes with existing login credentials for "User A".
  2. Search for "Client A".
  3. Click [Start Note] and verify the existence of the 'Session Information' window.
  4. Fill out all required fields and select the desired note type.
  5. Verify the existence of "Client A" in the client header when note is started.
  6. Fill out all required fields including fields added via 'Site Specific Section Modeling'.
  7. Click [Sign Note].
  8. Validate the Sign Note' dialog is displayed.
  9. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  10. Validate a message is displayed stating: Note Signed Successfully.
  11. Log into myAvatar as "User A".
  12. Navigate to the "My To Do's" widget.
  13. Validate a To-Do is not displayed for the progress note sent via Bells Notes for "Client A" since document routing is not enabled.
  14. Navigate to the 'My Clients' widget.
  15. Double click on "Client A" to access the Chart View.
  16. Select "Form A" from the left-hand side,
  17. Validate the progress note sent via Bells Notes is displayed and contains the progress note data filed including the 'Site Specific Section Modeling' fields.
  18. Click [Close Chart].
Topics
• Progress Notes
Update 42 Summary | Details
Bells Notes Integration - Progress Notes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • TO DO'S
  • Document Routing Setup (PM)
  • HomeView - My To Do's widget
Scenario 1: To Do approval for Progress Note form with Document Routing
Specific Setup:
  • A client must be admitted to an active episode (Client A).
  • Have a progress note form enabled for document routing
  • UserA is staff member and has the "My To do's" widget on their 'myDay' view
Steps
  1. Select Client A and access the 'Progress Notes (Group and Individual)' form.
  2. Select any value from the 'Select Episode' field.
  3. Select any value from the 'Progress Note For' field.
  4. Select any value from the 'Note Type' field.
  5. Complete the remaining required fields.
  6. Select 'Final' from the 'Draft/Final' field.
  7. Click [Submit Note].
  8. Click [Sign and Route]
  9. Set the 'Password' field to the password of the logged in user.
  10. Click [Verify].
  11. Set the 'Supervisor' field to any value (for testing add the practitioner associated to the current logged in user) to route to yourself.
  12. Click [Add] and [Submit].
  13. Access the 'My To Do's' widget.
  14. In the 'Documents to Sign' section, select the newly created 'To Do' for Client A.
  15. Click [Review].
  16. Validate that the 'Sign' button remains disabled until the 'Document Preview' displays the document.
  17. Once enabled, click [Accept] and [Sign].
  18. Set the 'Password' field to the password of the logged in user.
  19. Click [Verify].
  20. Validate that the 'To Do' is removed from the 'My To Do's' list ('Documents to Sign') section.
Scenario 2: Bells Notes Integration - Accept a note via the "Sign" section of the 'My To Do's' widget
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • A progress notes form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate. (Form A)
  • "Form A" must have document routing enabled.
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' widget on the HomeView.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Log into Bells Notes with existing login credentials for "User A".
  2. Search for "Client A".
  3. Click [Start Note] and verify the existence of the 'Session Information' window.
  4. Fill out all required fields and select the desired note type.
  5. Verify the existence of "Client A" in the client header when note is started.
  6. Fill out all required fields.
  7. Click [Sign Note].
  8. Validate the Sign Note' dialog is displayed.
  9. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  10. Validate a message is displayed stating: Note Signed Successfully.
  11. Log into myAvatar as "User A".
  12. Navigate to the "My To Do's" widget.
  13. Select the "Sign" section.
  14. Validate the 'Search Documents' field contains the progress note document sent via Bells Notes for "Client A".
  15. Validate the 'Document' field contains the progress note data.
  16. Click [Accept].
  17. Validate the 'Search Documents' field no longer contains the progress note document for "Client A".
  18. Validate the 'Accepted Documents' field contains the accepted progress note document for "Client A".
  19. Click [Sign All].
  20. Enter the password for "User A" in the 'Verify Password' dialog and click [OK].
  21. Validate the 'Accepted Documents' field no longer contains the progress note document for "Client A".
Scenario 3: Bells Notes Integration - Accept a note via the "All" section of the 'My To Do's' widget
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • A progress notes form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate. (Form A)
  • "Form A" must have document routing enabled.
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' widget on the HomeView.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Log into Bells Notes with existing login credentials for "User A".
  2. Search for "Client A".
  3. Click [Start Note] and verify the existence of the 'Session Information' window.
  4. Fill out all required fields and select the desired note type.
  5. Verify the existence of "Client A" in the client header when note is started.
  6. Fill out all required fields.
  7. Click [Sign Note].
  8. Validate the Sign Note' dialog is displayed.
  9. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  10. Validate a message is displayed stating: Note Signed Successfully.
  11. Log into myAvatar as "User A".
  12. Navigate to the "My To Do's" widget.
  13. Select the "All" section.
  14. Validate a To-Do is displayed for the progress note sent via Bells Notes for "Client A".
  15. Click [Approve Document].
  16. Validate the progress note data is displayed.
  17. Click [Accept].
  18. Enter the password for "User A" in the 'Verify Password' field and click [OK].
  19. Validate the To-Do is no longer displayed.
Scenario 4: Bells Notes Integration - Validate document routing for progress notes when a supervisor is not required
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • A user is defined [UserA] with the following:
  • Access to Bells Notes with an existing client admitted (Client A)
  • Associated practitioner enrolled in Medical Note (Practitioner A)
  • Access to the 'My To Do's' widget on the HomeView
  • Must be logged in as this user
  • Document Routing is enabled for the 'Additional Progress Note Information (CWS21015)' form in 'Document Routing Setup'. A supervisor is NOT required.
  • A Progress Notes form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter the desired service code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select the desired value in the 'Episode Number' field.
  6. Validate the 'Practitioner' field is populated with "Practitioner A"
  7. Fill out all required fields.
  8. Click [Submit].
  9. Validate successful submission.
  10. Validate the scheduled appointment is added to the 'Scheduling Calendar' form.
  11. Log into Bells Notes with existing login credentials.
  12. Click the "Agenda" section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar.
  13. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes.
  14. Validate [Start Note] is displayed for the scheduled appointment on the right side of the Bells Notes.
  15. Click [Start Note] and verify the existence of the "Session Information" window.
  16. Fill out all required fields and select the desired note type.
  17. Validate user is able to start a note successfully.
  18. Verify the existence of "Client A" in the client header when note is started.
  19. Fill out all required fields and click [Sign Note].
  20. Validate the "Sign Note" window pops up.
  21. Enter the desired value in the 'Pin' field and click [Sign].
  22. Validate the warning messages "Note Signed Successfully" is displayed when note is signed off successfully.
  23. Validate the user is navigated to the "Agenda" page.
  24. Select the scheduled appointment and validate the appointment status is displayed as "Signed".
  25. Log into myAvatar as [UserA].
  26. Navigate to the "My To Do's" widget.
  27. Locate the To Do just routed and click [Approve Document].
  28. Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Practitioner A" as Author.
  29. Click [Accept].
  30. Enter the password for "User A" in the 'Verify Password' dialog and click [OK].
  31. Validate the To-Do is no longer displayed.
Scenario 5: Bells Notes Integration - Validate document routing for progress notes when a supervisor is required
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • A user is defined [UserA] with the following:
  • Access to Bells Notes with an existing client admitted (Client A)
  • Associated practitioner enrolled in Medical Note (Practitioner A)
  • Access to the 'My To Do's' widget on the HomeView
  • Must be logged in as this user
  • A user is defined [UserB] with the following:
  • Associated practitioner enrolled in Medical Note (Practitioner B)
  • Access to the 'My To Do's' widget on the HomeView
  • Document Routing is enabled for the 'Additional Progress Note Information (CWS21015)' form in 'Document Routing Setup'. A supervisor is required.
  • A Progress Notes form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter the desired service code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select the desired value in the 'Episode Number' field.
  6. Validate the 'Practitioner' field is populated with "Practitioner A"
  7. Fill out all required fields.
  8. Click [Submit].
  9. Validate successful submission.
  10. Validate the scheduled appointment is added to the 'Scheduling Calendar' form.
  11. Log into Bells Notes with existing login credentials.
  12. Click the "Agenda" section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar.
  13. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes.
  14. Validate [Start Note] is displayed for the scheduled appointment on the right side of the Bells Notes.
  15. Click [Start Note] and verify the existence of the "Session Information" window.
  16. Fill out all required fields and select the desired note type.
  17. Validate user is able to start a note successfully.
  18. Verify the existence of "Client A" in the client header when note is started.
  19. Fill out all required fields and click [Sign Note].
  20. Validate the "Sign Note" window pops up.
  21. Enter the desired value in the 'Pin' field and click [Sign].
  22. Validate the warning messages "Note Signed Successfully" is displayed when note is signed off successfully.
  23. Validate the user is navigated to the "Agenda" page.
  24. Select the scheduled appointment and validate the appointment status is displayed as "Signed".
  25. Log into myAvatar as [UserB].
  26. Navigate to the "My To Do's" widget.
  27. Locate the To Do just routed and click [Approve Document].
  28. Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Practitioner A" as Author and "Practitioner B" as Supervisor.
  29. Click [Accept].
  30. Enter the password for [UserB] in the 'Verify Password' dialog and click [OK].
  31. Validate the To-Do is no longer displayed.
Scenario 6: Bell Notes Integration - Validate progress notes when Document Routing is disabled
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • A user is defined [UserA] with the following:
  • Access to Bells Notes with an existing client admitted (Client A)
  • Associated practitioner enrolled in Medical Note
  • Must be logged in as this user
  • "Progress Notes" widget configured into myAvatar
  • Document Routing is disabled for the 'Additional Progress Note Information (CWS21015)' form in 'Document Routing Setup'.
  • A Progress Notes form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter the desired service code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select the desired value in the 'Episode Number' field.
  6. Fill out all required fields.
  7. Click [Submit].
  8. Validate successful submission.
  9. Validate the scheduled appointment is added to the 'Scheduling Calendar' form.
  10. Log into Bells Notes with existing login credentials.
  11. Click the "Agenda" section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar.
  12. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes.
  13. Validate [Start Note] is displayed for the scheduled appointment on the right side of the Bells Notes.
  14. Click [Start Note] and verify the existence of the "Session Information" window.
  15. Fill out all required fields and select the desired note type.
  16. Validate user is able to start a note successfully.
  17. Verify the existence of "Client A" in the client header when note is started.
  18. Fill out all required fields and click [Sign Note].
  19. Validate the "Sign Note" window pops up.
  20. Enter the desired value in the 'Pin' field and click [Sign].
  21. Validate the warning messages "Note Signed Successfully" is displayed when note is signed off successfully.
  22. Validate the user is navigated to the "Agenda" page.
  23. Select the scheduled appointment and validate the appointment status is displayed as "Signed".
  24. Log into myAvatar as [UserA].
  25. Select "Client A" and select "Progress Notes" widget.
  26. Verify the Progress Note status is final on the signed off appointment with document routing disabled.
Scenario 7: To Do approval for Progress Note form with Document Routing
Specific Setup:
  • A client must be admitted to an active episode (Client A).
  • Have a progress note form enabled for document routing
  • UserA is staff member and has the "My To do's" widget on their 'myDay' view
Steps
  1. Select Client A and access the 'Progress Notes (Group and Individual)' form.
  2. Select any value from the 'Select Episode' field.
  3. Select any value from the 'Progress Note For' field.
  4. Select any value from the 'Note Type' field.
  5. Complete the remaining required fields.
  6. Select 'Final' from the 'Draft/Final' field.
  7. Click [Submit Note].
  8. Click [Sign and Route]
  9. Set the 'Password' field to the password of the logged in user.
  10. Click [Verify].
  11. Set the 'Supervisor' field to any value (for testing add the practitioner associated to the current logged in user) to route to yourself.
  12. Click [Add] and [Submit].
  13. Access the 'My To Do's' widget.
  14. In the 'Documents to Sign' section, select the newly created 'To Do' for Client A.
  15. Click [Review].
  16. Validate that the 'Sign' button remains disabled until the 'Document Preview' displays the document.
  17. Once enabled, click [Accept] and [Sign].
  18. Set the 'Password' field to the password of the logged in user.
  19. Click [Verify].
  20. Validate that the 'To Do' is removed from the 'My To Do's' list ('Documents to Sign') section.
Topics
• Progress Notes • CareFabric