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Avatar CareFabric 2022 Monthly Release 2022.01.02 Acceptance Tests

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Update 29 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
Scenario 1: Flowsheet - 'Laboratory' and 'Microbiology' results - Validate the 'Time Zone Offset' registry setting when set to "-1"
Specific Setup:
  • Must have access to the Flowsheet application and have 'Labs & Microbiology' assessments published.
  • Have a client with lab results configured with the following statuses: "Ordered", "Collected", "Received", "Cancelled", "Resulted", "Correction", "Voided".
  • Have a client with microbiology results configured with the following statuses: "Ordered", "Collected", "Received", "Cancelled", "Preliminary", "Final", "Supplemental", "Correction" and "Voided".
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 "Flowsheet" widget.
  9. Search and select the desired client.
  10. Click the "Labs" collection tab.
  11. Verify the desired lab results are displayed as expected.
  12. Navigate to the "Ordered" status lab result.
  13. Verify the "Status" field is populated as "Ordered".
  14. Verify the "Order Date/Time" field is populated with the expected order date and time as set by the time zone offset value in the registry settings.
  15. Verify the "Ordered By" field is populated with the expected practitioner.
  16. Navigate to the "Collected" status lab result.
  17. Verify the "Status" field is populated as "Collected".
  18. Verify the "Collected Date/Time" field is populated with the expected collection date and time as set by the time zone offset value in the registry settings.
  19. Verify the "Collected By" field is populated with the expected practitioner.
  20. Navigate to the "Canceled" status lab result.
  21. Verify the "Status" field is populated as "Canceled".
  22. Verify the "Canceled Date/Time" field is populated with the expected canceled date and time as set by the time zone offset value in the registry settings.
  23. Verify the "Canceled By" field is populated with the expected practitioner.
  24. Navigate to the "Received" status lab result.
  25. Verify the "Status" field is populated as "Received".
  26. Verify the "Received Date/Time" field is populated with the expected received date and time as set by the time zone offset value in the registry settings.
  27. Navigate to the "Resulted" status lab result.
  28. Verify the "Status" field is populated as "Resulted".
  29. Verify the "Resulted Date/Time" field is populated with the expected resulted date and time as set by the time zone offset value in the registry settings.
  30. Navigate to the "Corrected" status lab result.
  31. Verify the "Status" field is populated as "Corrected".
  32. Verify the "Corrected Date/Time" field is populated with the expected corrected date and time as set by the time zone offset value in the registry settings.
  33. Navigate to the "Voided" status lab result.
  34. Verify the "Status" field is populated as "Voided".
  35. Verify the "Voided Date/Time" field is populated with the expected voided date and time as set by the time zone offset value in the registry settings.
  36. In Avatar, navigate to the "Flowsheet" widget.
  37. Select the client with the microbiology results.
  38. Click the "Microbiology" tab.
  39. Navigate to the "Ordered" status microbiology result.
  40. Verify the "Status" field is populated as "Ordered".
  41. Verify the "Ordered Date/Time" field is populated with the expected order date and time as set by the time zone offset value in the registry settings.
  42. Navigate to the "Collected" status microbiology result.
  43. Verify the "Status" field is populated as "Collected".
  44. Verify the "Specimen Collected Date/Time" field is populated with the expected collected date and time as set by the time zone offset value in the registry settings.
  45. Navigate to the "Correction" status microbiology result.
  46. Verify the "Status" field is populated as "Correction".
  47. Verify the "Corrected" date and time is populated with the expected corrected date and time as set by the time zone offset value in the registry settings.
  48. Navigate to the "Received" status microbiology result.
  49. Verify the "Status" field is populated as "Received".
  50. Verify the "Received Date/Time" field is populated with the expected received date and time as set by the time zone offset value in the registry settings.
  51. Navigate to the "Preliminary" status microbiology result.
  52. Verify the "Status" field is populated as "Preliminary".
  53. Validate the "Preliminary" date and time is populated with the expected preliminary date and time as set by the time zone offset value in the registry settings.
  54. Navigate to the "Final" status microbiology result.
  55. Verify the "Status" field is populated as "Final".
  56. Verify the "Final" date and time is populated with the expected final date and time as set by the time zone offset value in the registry settings.
  57. Navigate to the "Canceled" status microbiology result.
  58. Verify the corresponding "Status" field is populated as "Canceled".
  59. Verify the corresponding "Canceled Time" field is populated with the expected canceled date and time as set by the time zone offset value in the registry settings.
  60. Navigate to the "Voided" status microbiology result.
  61. Verify the corresponding "Status" field is populated as "Voided".
  62. Verify the corresponding "Voided Time" field is populated with the expected voided date and time as set by the time zone offset value in the registry settings.
Scenario 2: Flowsheet - 'Laboratory' and 'Microbiology' results - Validate the 'Time Zone Offset' registry setting when set to "0"
Specific Setup:
  • Must have access to the Flowsheet application and have 'Labs & Microbiology' assessments published.
  • Have a client with lab results configured with the following statuses: "Ordered", "Collected", "Received", "Cancelled", "Resulted", "Correction", "Voided".
  • Have a client with microbiology results configured with the following statuses: "Ordered", "Collected", "Received", "Cancelled", "Preliminary", "Final", "Supplemental", "Correction" and "Voided".
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 "Flowsheet" widget.
  9. Search and select the desired client.
  10. Click the "Labs" collection tab.
  11. Verify the desired lab results are displayed as expected.
  12. Navigate to the "Ordered" status lab result.
  13. Verify the "Status" field is populated as "Ordered".
  14. Verify the "Order Date/Time" field is populated with the expected order date and time as set by the time zone offset value in the registry settings.
  15. Verify the "Ordered By" field is populated with the expected practitioner.
  16. Navigate to the "Collected" status lab result.
  17. Verify the "Status" field is populated as "Collected".
  18. Verify the "Collected Date/Time" field is populated with the expected collection date and time as set by the time zone offset value in the registry settings.
  19. Verify the "Collected By" field is populated with the expected practitioner.
  20. Navigate to the "Canceled" status lab result.
  21. Verify the "Status" field is populated as "Canceled".
  22. Verify the "Canceled Date/Time" field is populated with the expected canceled date and time as set by the time zone offset value in the registry settings.
  23. Verify the "Canceled By" field is populated with the expected practitioner.
  24. Navigate to the "Received" status lab result.
  25. Verify the "Status" field is populated as "Received".
  26. Verify the "Received Date/Time" field is populated with the expected received date and time as set by the time zone offset value in the registry settings.
  27. Navigate to the "Resulted" status lab result.
  28. Verify the "Status" field is populated as "Resulted".
  29. Verify the "Resulted Date/Time" field is populated with the expected resulted date and time as set by the time zone offset value in the registry settings.
  30. Navigate to the "Corrected" status lab result.
  31. Verify the "Status" field is populated as "Corrected".
  32. Verify the "Corrected Date/Time" field is populated with the expected corrected date and time as set by the time zone offset value in the registry settings.
  33. Navigate to the "Voided" status lab result.
  34. Verify the "Status" field is populated as "Voided".
  35. Verify the "Voided Date/Time" field is populated with the expected voided date and time as set by the time zone offset value in the registry settings.
  36. In Avatar, navigate to the "Flowsheet" widget.
  37. Select the client with the microbiology results.
  38. Click the "Microbiology" tab.
  39. Navigate to the "Ordered" status microbiology result.
  40. Verify the "Status" field is populated as "Ordered".
  41. Verify the "Ordered Date/Time" field is populated with the expected order date and time as set by the time zone offset value in the registry settings.
  42. Navigate to the "Collected" status microbiology result.
  43. Verify the "Status" field is populated as "Collected".
  44. Verify the "Specimen Collected Date/Time" field is populated with the expected collected date and time as set by the time zone offset value in the registry settings.
  45. Navigate to the "Correction" status microbiology result.
  46. Verify the "Status" field is populated as "Correction".
  47. Verify the "Corrected" date and time is populated with the expected corrected date and time as set by the time zone offset value in the registry settings.
  48. Navigate to the "Received" status microbiology result.
  49. Verify the "Status" field is populated as "Received".
  50. Verify the "Received Date/Time" field is populated with the expected received date and time as set by the time zone offset value in the registry settings.
  51. Navigate to the "Preliminary" status microbiology result.
  52. Verify the "Status" field is populated as "Preliminary".
  53. Validate the "Preliminary" date and time is populated with the expected preliminary date and time as set by the time zone offset value in the registry settings.
  54. Navigate to the "Final" status microbiology result.
  55. Verify the "Status" field is populated as "Final".
  56. Verify the "Final" date and time is populated with the expected final date and time as set by the time zone offset value in the registry settings.
  57. Navigate to the "Canceled" status microbiology result.
  58. Verify the corresponding "Status" field is populated as "Canceled".
  59. Verify the corresponding "Canceled Time" field is populated with the expected canceled date and time as set by the time zone offset value in the registry settings.
  60. Navigate to the "Voided" status microbiology result.
  61. Verify the corresponding "Status" field is populated as "Voided".
  62. Verify the corresponding "Voided Time" field is populated with the expected voided date and time as set by the time zone offset value in the registry settings.
Scenario 3: Flowsheet - 'Laboratory' and 'Microbiology' results - Validate the 'Time Zone Offset' registry setting when set to "1"
Specific Setup:
  • Must have access to the Flowsheet application and have 'Labs & Microbiology' assessments published.
  • Have a client with lab results configured with the following statuses: "Ordered", "Collected", "Received", "Cancelled", "Resulted", "Correction", "Voided".
  • Have a client with microbiology results configured with the following statuses: "Ordered", "Collected", "Received", "Cancelled", "Preliminary", "Final", "Supplemental", "Correction" and "Voided".
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 "Flowsheet" widget.
  9. Search and select the desired client.
  10. Click the "Labs" collection tab.
  11. Verify the desired lab results are displayed as expected.
  12. Navigate to the "Ordered" status lab result.
  13. Verify the "Status" field is populated as "Ordered".
  14. Verify the "Order Date/Time" field is populated with the expected order date and time as set by the time zone offset value in the registry settings.
  15. Verify the "Ordered By" field is populated with the expected practitioner.
  16. Navigate to the "Collected" status lab result.
  17. Verify the "Status" field is populated as "Collected".
  18. Verify the "Collected Date/Time" field is populated with the expected collection date and time as set by the time zone offset value in the registry settings.
  19. Verify the "Collected By" field is populated with the expected practitioner.
  20. Navigate to the "Canceled" status lab result.
  21. Verify the "Status" field is populated as "Canceled".
  22. Verify the "Canceled Date/Time" field is populated with the expected canceled date and time as set by the time zone offset value in the registry settings.
  23. Verify the "Canceled By" field is populated with the expected practitioner.
  24. Navigate to the "Received" status lab result.
  25. Verify the "Status" field is populated as "Received".
  26. Verify the "Received Date/Time" field is populated with the expected received date and time as set by the time zone offset value in the registry settings.
  27. Navigate to the "Resulted" status lab result.
  28. Verify the "Status" field is populated as "Resulted".
  29. Verify the "Resulted Date/Time" field is populated with the expected resulted date and time as set by the time zone offset value in the registry settings.
  30. Navigate to the "Corrected" status lab result.
  31. Verify the "Status" field is populated as "Corrected".
  32. Verify the "Corrected Date/Time" field is populated with the expected corrected date and time as set by the time zone offset value in the registry settings.
  33. Navigate to the "Voided" status lab result.
  34. Verify the "Status" field is populated as "Voided".
  35. Verify the "Voided Date/Time" field is populated with the expected voided date and time as set by the time zone offset value in the registry settings.
  36. In Avatar, navigate to the "Flowsheet" widget.
  37. Select the client with the microbiology results.
  38. Click the "Microbiology" tab.
  39. Navigate to the "Ordered" status microbiology result.
  40. Verify the "Status" field is populated as "Ordered".
  41. Verify the "Ordered Date/Time" field is populated with the expected order date and time as set by the time zone offset value in the registry settings.
  42. Navigate to the "Collected" status microbiology result.
  43. Verify the "Status" field is populated as "Collected".
  44. Verify the "Specimen Collected Date/Time" field is populated with the expected collected date and time as set by the time zone offset value in the registry settings.
  45. Navigate to the "Correction" status microbiology result.
  46. Verify the "Status" field is populated as "Correction".
  47. Verify the "Corrected" date and time is populated with the expected corrected date and time as set by the time zone offset value in the registry settings.
  48. Navigate to the "Received" status microbiology result.
  49. Verify the "Status" field is populated as "Received".
  50. Verify the "Received Date/Time" field is populated with the expected received date and time as set by the time zone offset value in the registry settings.
  51. Navigate to the "Preliminary" status microbiology result.
  52. Verify the "Status" field is populated as "Preliminary".
  53. Validate the "Preliminary" date and time is populated with the expected preliminary date and time as set by the time zone offset value in the registry settings.
  54. Navigate to the "Final" status microbiology result.
  55. Verify the "Status" field is populated as "Final".
  56. Verify the "Final" date and time is populated with the expected final date and time as set by the time zone offset value in the registry settings.
  57. Navigate to the "Canceled" status microbiology result.
  58. Verify the corresponding "Status" field is populated as "Canceled".
  59. Verify the corresponding "Canceled Time" field is populated with the expected canceled date and time as set by the time zone offset value in the registry settings.
  60. Navigate to the "Voided" status microbiology result.
  61. Verify the corresponding "Status" field is populated as "Voided".
  62. Verify the corresponding "Voided Time" field is populated with the expected voided date and time as set by the time zone offset value in the registry settings.
'ListEhrLaboratoryResult' SDK action - "Voided" results
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Flowsheet
Scenario 1: Flowsheet - Validate the 'ListEhrLaboratoryResult' SDK action for lab order status
Specific Setup:
  • Have a client with a lab result configured with the following statuses: "Ordered" and "Voided".
Steps
  1. In Avatar, navigate to the "Flowsheet" widget.
  2. Select the client with the lab results.
  3. Click the "Labs" tab.
  4. Verify the desired lab result is displayed as expected.
  5. Verify the corresponding "Status" field is populated with "Ordered" as expected.
  6. Click the "Status" field.
  7. Verify the "Order Details" dialog window is displayed.
  8. Verify the "Order Number" field is populated with the expected order ID.
  9. Verify the "Order Date/Time" field is populated with the expected order date and time.
  10. Verify the "Ordered By" field is populated with the expected practitioner.
  11. Verify the "Status" field is populated as expected, similar to step 5.
  12. Verify the "Special Instructions" field is populated as expected.
  13. If applicable, verify the "Collected Date/Time" field is populated with the expected collection date and time.
  14. If applicable, verify the "Cancelled Date/Time" field is populated with the expected cancelled date and time.
  15. If applicable, verify the "Resulted Date/Time" field is populated with the expected resulted date and time.
  16. If applicable, verify the "Received Date/Time" field is populated only if 'specimenReceivedDate' field contains valid value in the payload with the expected resulted date and time.
  17. If applicable, verify the "Correction" field is populated with the expected correction date and time.
  18. Click [X].
  19. Verify the "Order Details" dialog window is no longer displayed.
  20. Click "Include Voided Results" check box.
  21. Verify voided lab result is displayed as expected.
  22. Verify the corresponding "Status" field is populated with "Voided" as expected.
  23. Click the "Status" field.
  24. Verify the "Order Details" dialog window is displayed.
  25. Verify the "Order Number" field is populated with the expected order ID.
  26. Verify the "Order Date/Time" field is populated with the expected order date and time.
  27. Verify the "Ordered By" field is populated with the expected practitioner.
  28. Verify the "Status" field is populated as expected, similar to step 22.
  29. If applicable, verify the "Voided Date/Time" field is populated with the expected voided date and time.
  30. Verify "Voided By" field is populated with expected practitioner.
  31. Click [X].
  32. Verify the "Order Details" dialog window is no longer displayed.
'ListMicrobiologyResult' SDK action - "Voided" results
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Flowsheet
Scenario 1: Flowsheet - Validate the 'ListMicrobiologyResult' SDK action for lab order status
Specific Setup:
  • Have a client with a microbiology result configured with the following statuses: "Ordered" and "Voided".
Steps
  1. In Avatar, navigate to the "Flowsheet" widget.
  2. Select the client with the microbiology result.
  3. Click the "Microbiology" tab.
  4. Verify the desired microbiology result is displayed as expected.
  5. Verify the "Status" field is populated with "Ordered" as expected.
  6. Verify the "Order" field is populated with the expected order ID.
  7. Verify the "Order Date/Time" field is populated with the expected order date and time.
  8. Verify the "Ordered By" field is populated with the expected practitioner.
  9. Verify the "Special Instructions" field is populated as expected.
  10. Verify the "Source" field is populated as expected.
  11. Verify the "Site" field is populated as expected.
  12. If applicable, verify the "Specimen Collected" field is populated with the expected collection date and time.
  13. If applicable, verify the "Correction Date/Time" field is populated with the expected correction date and time.
  14. Verify the "Communications" field is populated as expected.
  15. Verify the "Performing Lab" field is populated with the expected performing lab address.
  16. Navigate to the "Voided" microbiology result.
  17. Verify the title of the voided microbiology result has a strikeout and is updated with "VOID", as expected.
  18. Verify the "Voided by" field is populated with the expected practitioner and date and time.
  19. Verify the "REASON" field is populated with the expected reason.
  20. Verify the "Order" field is populated with the expected order ID and has a strikeout, as expected.
  21. Verify the "Ordered By" field is populated with the expected practitioner and has a strikeout, as expected.
  22. Verify the "Special Instructions" field is populated as expected and has a strikeout, as expected.
  23. Verify the "Source" field is populated as expected and has a strikeout, as expected.
  24. If applicable, verify the "Specimen Collected" field is populated with the expected collection date and time and has a strikeout, as expected.
  25. If applicable, verify the "Correction Date/Time" field is populated with the expected correction date and time and has a strikeout, as expected.
  26. Verify the "Communications" field is populated with a value and has a strikeout, as expected.
  27. Verify the "Performing Lab" field is populated with the expected performing lab address and has a strikeout, as expected.
Flowsheet - "Resulted" Laboratory Results
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Flowsheet
Scenario 1: Flowsheet - Validate the 'ListEhrLaboratoryResult' SDK action displays practitioner credentials for 'Resulted By' items
Specific Setup:
  • Have a client with lab results configured with the following status: "Resulted".
Steps
  1. Access the "Flowsheet" widget.
  2. Verify the Flowsheet application is rendered as expected.
  3. Select the client with the required Lab results.
  4. Click the "Labs" collection tab.
  5. Verify the desired lab results are displayed as expected.
  6. Verify the result with the "Resulted" status is populated as expected.
  7. Click the "Status" field.
  8. Verify the "Status" field is populated with the "Resulted" value.
  9. Verify the "Placer Order Number" field is populated with the expected order ID.
  10. Verify the "Resulted Date/Time" field is populated with the expected resulted date and time.
  11. Verify the "Resulted By" field is populated with the expected practitioner.
  12. Click [x].
Flowsheet - "STAT" and "One Time Only" frequencies
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Flowsheet
  • Order Entry Console
  • Registry Settings (PM)
Scenario 1: Flowsheet - Laboratory results - Validate "STAT" & "OTO" frequencies
Specific Setup:
  • Have access to the 'Orders Entry Console'.
  • Must have access to the Flowsheet application and have 'Labs & Microbiology' assessments published.
Steps
  1. In Avatar, navigate to the "Flowsheet" widget.
  2. Select the client from the pre-conditions.
  3. Click the "Labs" tab.
  4. Verify the client doesn't have any lab orders.
  5. Navigate to the "Avatar eMAR" widget.
  6. Search for the desired lab order in the 'New Order' field.
  7. Set the 'Frequency' as "Once".
  8. Enter the 'Start Date' field with an early time based on frequency configuration.
  9. Verify the 'First Collect' is displayed with the expected date and time based on the frequency configuration.
  10. Click [Add to Scratchpad].
  11. Verify the 'Ordering Practitioner' is displayed with an expected practitioner.
  12. Click [Sign].
  13. Repeat steps 1-3.
  14. Verify the desired lab order is displayed as expected.
  15. Verify the corresponding "Status" field is populated as "Ordered".
  16. Verify the 'Collected Date' is displayed as expected.
  17. Repeat steps 5-9.
  18. Update the 'Start Date' time after the frequency mode setup time.
  19. Verify the 'First Collect' date and time are displayed with tomorrow's date.
  20. Click [Add to Scratchpad].
  21. Verify the 'Ordering Practitioner' is displayed with an expected practitioner.
  22. Click [Sign].
  23. Navigate to the "Flowsheet" widget.
  24. Click the "Labs" tab.
  25. Repeat Steps 14-15.
  26. Verify the Collected date is displayed as expected based on the 'First Collect' time.
  27. Navigate to the 'Avatar eMAR' widget
  28. Search for lab order in 'New Order' field.
  29. Set the 'Frequency' as "STAT"
  30. Enter the 'Start Time' field with an early time based on the Frequency mode configuration.
  31. Verify the 'First Collect' field is displayed based on the Frequency mode configured time.
  32. Click [Add to Scratchpad].
  33. Verify the 'Ordering practitioner' field is displayed with the expected practitioner.
  34. Click [Sign].
  35. Navigate to the "Flowsheet" Widget.
  36. Click the 'Labs' tab.
  37. Navigate to the desired lab order.
  38. Verify the "Collected Time" is displayed with the actual ordered time in the 'Start Time' date value.
  39. Navigate to the "Avatar eMAR" widget.
  40. Search for lab order in the "New Order" field.
  41. Set the 'Frequency' as "Recurring" based on the Frequency mode configuration.
  42. Click [Add to Scratchpad].
  43. Verify the 'Ordering Practitioner' is loaded with the expected practitioner.
  44. Click [Sign].
  45. Navigate to the "Flowsheet" widget.
  46. Select the client with a lab order.
  47. Click the "Labs" tab.
  48. Navigate to the desired lab order.
  49. Verify the result with the "Ordered" status is populated as expected.
  50. Verify the lab order is displayed multiple times per day based on the Frequency mode time configuration.
  51. Click the "Status" field for the first iterative Lab order.
  52. Verify the Lab order number is generated without the index number.
  53. Click [x].
  54. Navigate to the tenth occurrence lab order.
  55. Click the "Status" field
  56. Verify the Lab order is generated with the correct index number.
  57. Click [x].
Flowsheet - "Cancelled" and "Voided" Laboratory Results
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Flowsheet
  • Order Entry Console
Scenario 1: Flowsheet - Validate "Cancelled" and "Voided" lab results
Specific Setup:
  • Have access to the 'Order Entry Console'.
  • Have a client with "Ordered" and "Voided" lab orders.
Steps
  1. In Avatar, navigate to the "Flowsheet" widget
  2. Select the client with a lab order
  3. Click the "Labs" tab
  4. Verify the desired lab order is displayed as expected
  5. Verify the corresponding "Status" field is populated as "Ordered"
  6. Click [ORDERED]
  7. Verify the "Order Details" dialog window is displayed
  8. Verify the "Order Number" field is populated with the expected order ID
  9. Verify the "Order Date/Time" field is populated with the expected order start date and time
  10. Verify the "Ordered By" field is populated with the expected practitioner
  11. Verify the "Status" field is populated as "Ordered"
  12. Verify the "Special Instructions" field is populated with the expected special instructions
  13. Click [X]
  14. Navigate to the "Orders Entry Console"
  15. Select the desired lab order from the "Orders" table
  16. Verify the 'Specimen Collection' popup is opened
  17. Select the 'Not Done - Remove Task' reason from the "Collection Event"
  18. Populate the "Ordering Practitioner" field
  19. Select 'Accept Specimen Collection Entered' option
  20. Verify the 'OK' button is enabled after step 19
  21. Click [OK]
  22. Navigate back to the "Flowsheet" widget
  23. Verify the desired lab order is still displayed as expected
  24. Verify 'Voided' is not displayed for the lab order
  25. Verify the corresponding "Status" field is now populated as "Cancelled"
  26. Click [CANCELLED]
  27. Verify the "Order Details" dialog window is displayed
  28. Verify the "Order Number" field is populated with the expected order ID
  29. Verify the "Order Date/Time" field is populated with the expected order start date and time
  30. Verify the "Ordered By" field is populated with the expected practitioner
  31. Verify the "Status" field is populated as "Cancelled"
  32. Verify the "Cancelled By" is populated with the expected practitioner
  33. Verify the "Special Instructions" field is populated with the expected special instructions
  34. Verify the "Cancelled Date/Time" field is populated with the expected canceled date and time
  35. Click [X]
  36. Verify by default "Included Voided Results" checkbox is unchecked as expected
  37. Verify voided lab results are not displayed as expected
  38. Check the "Include Voided Results" checkbox
  39. Navigate to the desired lab order that has "Voided" lab results
  40. Verify the "Voided" lab results are displayed as expected
  41. Verify the 'Collected Time' has a strikeout with "VOID" displayed nearby
  42. Verify the 'Collected Result Information' has a strikeout for the particular lab result
  43. Click [Order Details]
  44. Verify the lab status is changed to "VOIDED"
  45. Verify the "Voided Date/Time" is filled with the voided lab result time
  46. Verify the "Voided By" is filled with the voided lab result practitioner name
  47. Click [X]
Topics
• Registry Settings • Documentation • Assessments • Lab Results • ListMicrobiologyResult
2.9 Update 39 Summary | Details
Medical Note - No Known Allergies
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • SQL Query/Reporting
  • Allergies and Hypersensitivities
  • CWS_Client_Allergies_List
  • Launch OrderConnect
  • Current Medication Profile
  • Allergies
Scenario 1: No known Allergies - Validate the 'PutClient' SDK action
Steps

Internal Testing Only

Medical Note - Reviewed Allergies
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • SQL Query/Reporting
  • Allergies and Hypersensitivities
Scenario 1: Validate the 'GetOrganization' action when the 'Allergies/Hypersensitivities Reviewed' registry setting is set to "Y"
Steps

Internal testing only.

Scenario 2: Reviewed Allergies - Validate the 'PutClient' SDK action
Steps

Internal Testing Only
Topics
• Allergies • Medical Note • CareFabric
Update 40 Summary | Details
Avatar CareFabric is updated to support the 'EvvClientUpdated' SDK event
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CarePOV Management
  • Financial Eligibility
  • CareFabric Monitor
Scenario 1: Mobile Caregiver+ - Validate the 'EvvClientUpdated' event when 'Send Non EVV Payers' is set to "Yes"
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • 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 "Program A" (Service Code A).
  • Must have a guarantor defined in the 'Guarantors/Payors' form that does not have "Medicaid" as a financial class (Guarantor A).
  • The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
  • "Yes" is selected in the 'Enable Mobile CareGiver+' field.
  • "Yes" is selected in the 'Send Non EVV Payers' field.
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
Steps
  1. Access the 'Admission' form.
  2. Enter any new values in the 'Client Search' dialog.
  3. Click [New Client] and [Yes].
  4. Validate the 'Client Name' field contains the value entered in the previous steps. Please note: this is a required field for Mobile CareGiver+ integration.
  5. Select the desired value in the 'Sex' field. Please note: this is a required field for Mobile CareGiver+ integration.
  6. Enter the desired date in the 'Date of Birth' field. Please note: this is a required field for Mobile CareGiver+ integration.
  7. Enter the desired date in the 'Preadmit/Admission Date' field.
  8. Enter the desired time in the 'Preadmit/Admission Time' field.
  9. Select "Program A" in the 'Program' field.
  10. Select the desired value in the 'Type Of Admission' field.
  11. Select the desired practitioner in the 'Admitting Practitioner' field.
  12. Enter the desired value in the 'Social Security Number' field.
  13. Select the "Demographics" section.
  14. Enter the desired value in the 'Address - Street' field. Please note: this is a required field for Mobile CareGiver+ integration.
  15. Enter the desired value in the 'Zipcode' field. Please note: this is a required field for Mobile CareGiver+ integration.
  16. Enter the desired value in the 'Cell Phone' field. Please note: at least one phone number is a required field for Mobile CareGiver+ integration.
  17. Click [Submit]. Please note: this will be referred to as "Client A" from now on.
  18. Select "Client A" and access the 'Financial Eligibility' form.
  19. Select the "Guarantor Selection" section.
  20. Select "Guarantor A" in the 'Guarantor #' field.
  21. Select "(Non-Contract) Commercial" in the 'Guarantor Plan' field.
  22. Select "No" in the 'Customize Guarantor Plan' field.
  23. Select "Yes" in the 'Eligibility Verified' field.
  24. Enter the desired date in the 'Coverage Effective Date' field.
  25. Select "Self" in the 'Client's Relationship to Subscriber' field.
  26. Select "Yes" in the 'Subscriber Assignment Of Benefits' field.
  27. Enter the desired value in the 'Subscriber Policy #' field.
  28. Enter the desired value in the 'Subscriber Medicaid #' field.
  29. Select the desired value in the 'Subscriber Release Of Info' field.
  30. Select the "Financial Eligibility" section.
  31. Select "Guarantor A" in the 'Guarantor #1' field. Please note: this is a required field for Mobile CareGiver+ integration.
  32. Click [Submit].
  33. Access the 'CareFabric Monitor' form.
  34. Enter the current date in the 'From Date' and 'Through Date' fields.
  35. Select "Client A" in the 'Client ID' field.
  36. Select "EvvClientUpdated" in the 'Event/Action Search' field.
  37. Click [View Activity Log].
  38. Validate the 'CareFabric Monitor Report' contains an "EvvClientUpdated" record for "Client A".
  39. Click [Click to View Record].
  40. Validate the 'addresses' - 'addressID' - 'id' field contains "Client A's" PATID with an H on the end, indicating "Home".
  41. Validate the 'addresses' - 'city' field contains the city "Client A" lives in.
  42. Validate the 'addresses' - 'stateCode' field contains the state "Client A" lives in.
  43. Validate the 'addresses' - 'typeCode' - 'code' field contains "Home".
  44. Validate the 'addresses' - 'zipCode' field contains the zip code "Client A" lives in.
  45. Validate the birthDate' field contains "Client A's" birth date.
  46. Validate the 'clientGenderCode' - 'code' field contains "Client A's" gender (ex. F).
  47. Validate the 'clientGenderCode' - 'displayName' field contains "Client A's" gender (ex. Female).
  48. Validate the 'clientID' - 'id' field contains "Client A's" PATID.
  49. Validate the 'clientOrg' field contains the facility being used.
  50. Validate the 'insPlans' - 'effectiveStartDate' field contains the 'Coverage Effective Date' entered in the previous steps.
  51. Validate the 'insPlans' - 'insPayerID' - 'humanReadableValue' field contains "Guarantor A".
  52. Validate the 'insPlans' - 'insPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  53. Validate the 'insPlans' - 'insPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  54. Validate the 'insPlans' - 'mcgInsPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  55. Validate the 'insPlans' - 'mcgInsPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  56. Validate the 'policyID' field contains the 'Subscriber Policy #' entered in the previous steps.
  57. Validate the 'medicaidID' field contains the 'Subscriber Medicaid #' entered in the previous steps.
  58. Validate the 'name' - 'first' field contains "Client A's" first name.
  59. Validate the 'name' - 'last' field contains "Client A's" last name.
  60. Validate the 'phoneNumbers' - 'number' field contains "Client A's" phone number
  61. Validate the 'phoneNumbers' - 'phoneNumberID' - 'id' field contains "Client A's" PATID with an identifier at the end (ex. "PC" indicating Patient Cell, "PH" indicating Patient Home, or "PO" indicating Patient Office).
  62. Validate the 'phoneNumbers' - 'typeCode' - 'code' field contains the type of phone number (ex. Cell, Office, or Home).
  63. Validate the 'providerOrganizationID' - 'humanReadableValue' field contains the program code for "Program A".
  64. Validate the 'providerOrganizationID' - 'id' field contains the 'EVV Provider Organization ID' for "Program A".
  65. Close the report and the form.
Scenario 2: Mobile Caregiver+ - Validate the 'EvvClientUpdated' event when 'Send Non EVV Payers' is set to "No"
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • 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 "Program A" (Service Code A).
  • Must have at least two guarantors defined in the 'Guarantors/Payors' form. One does not have a "Medicaid" financial class (Guarantor A) and one must have a "Medicaid" financial class (Guarantor B).
  • The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
  • "Yes" is selected in the 'Enable Mobile CareGiver+' field.
  • "No" is selected in the 'Send Non EVV Payers' field.
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
  • "Guarantor B" has a row with all fields populated in the 'Payor Program ID' grid.
Steps
  1. Access the 'Admission' form.
  2. Enter any new values in the 'Client Search' dialog.
  3. Click [New Client] and [Yes].
  4. Validate the 'Client Name' field contains the value entered in the previous steps. Please note: this is a required field for Mobile CareGiver+ integration.
  5. Select the desired value in the 'Sex' field. Please note: this is a required field for Mobile CareGiver+ integration.
  6. Enter the desired date in the 'Date of Birth' field. Please note: this is a required field for Mobile CareGiver+ integration.
  7. Enter the desired date in the 'Preadmit/Admission Date' field.
  8. Enter the desired time in the 'Preadmit/Admission Time' field.
  9. Select "Program A" in the 'Program' field.
  10. Select the desired value in the 'Type Of Admission' field.
  11. Select the desired practitioner in the 'Admitting Practitioner' field.
  12. Enter the desired value in the 'Social Security Number' field.
  13. Select the "Demographics" section.
  14. Enter the desired value in the 'Address - Street' field. Please note: this is a required field for Mobile CareGiver+ integration.
  15. Enter the desired value in the 'Zipcode' field. Please note: this is a required field for Mobile CareGiver+ integration.
  16. Enter the desired value in the 'Cell Phone' field. Please note: at least one phone number is a required field for Mobile CareGiver+ integration.
  17. Click [Submit]. Please note: this will be referred to as "Client A" from now on.
  18. Select "Client A" and access the 'Financial Eligibility' form.
  19. Select the "Guarantor Selection" section.
  20. Select "Guarantor A" in the 'Guarantor #' field.
  21. Select "(Non-Contract) Commercial" in the 'Guarantor Plan' field.
  22. Select "No" in the 'Customize Guarantor Plan' field.
  23. Select "Yes" in the 'Eligibility Verified' field.
  24. Enter the desired date in the 'Coverage Effective Date' field.
  25. Select "Self" in the 'Client's Relationship to Subscriber' field.
  26. Select "Yes" in the 'Subscriber Assignment Of Benefits' field.
  27. Enter the desired value in the 'Subscriber Policy #' field.
  28. Enter the desired value in the 'Subscriber Medicaid #' field.
  29. Select the desired value in the 'Subscriber Release Of Info' field.
  30. Select the "Financial Eligibility" section.
  31. Select "Guarantor A" in the 'Guarantor #1' field.
  32. Click [Submit].
  33. Access the 'CareFabric Monitor' form.
  34. Enter the current date in the 'From Date' and 'Through Date' fields.
  35. Select "Client A" in the 'Client ID' field.
  36. Select "EvvClientUpdated" in the 'Event/Action Search' field.
  37. Click [View Activity Log].
  38. Validate the 'CareFabric Monitor Report' does not contain an "EvvClientUpdated" record for "Client A".
  39. Close the report and the form.
  40. Select "Client A" and access the 'Financial Eligibility' form.
  41. Select the "Guarantor Selection" section.
  42. Click [Add New Row].
  43. Select "Guarantor B" in the 'Guarantor #' field.
  44. Select "(Non-Contract) Commercial" in the 'Guarantor Plan' field.
  45. Select "No" in the 'Customize Guarantor Plan' field.
  46. Select "Yes" in the 'Eligibility Verified' field.
  47. Enter the desired date in the 'Coverage Effective Date' field.
  48. Select "Self" in the 'Client's Relationship to Subscriber' field.
  49. Select "Yes" in the 'Subscriber Assignment Of Benefits' field.
  50. Enter the desired value in the 'Subscriber Policy #' field.
  51. Enter the desired value in the 'Subscriber Medicaid #' field.
  52. Select the desired value in the 'Subscriber Release Of Info' field.
  53. Select the "Financial Eligibility" section.
  54. Select "Guarantor A" in the 'Guarantor #1' field.
  55. Select "Guarantor B" in the 'Guarantor #2' field. Please note: this is a required field for Mobile CareGiver+ integration.
  56. Click [Submit].
  57. Access the 'CareFabric Monitor' form.
  58. Enter the current date in the 'From Date' and 'Through Date' fields.
  59. Select "Client A" in the 'Client ID' field.
  60. Select "EvvClientUpdated" in the 'Event/Action Search' field.
  61. Click [View Activity Log].
  62. Validate the 'CareFabric Monitor Report' contains an "EvvClientUpdated" record for "Client A".
  63. Click [Click to View Record].
  64. Validate the 'addresses' - 'addressID' - 'id' field contains "Client A's" PATID with an H on the end, indicating"Home".
  65. Validate the 'addresses' - 'city' field contains the city "Client A" lives in.
  66. Validate the 'addresses' - 'stateCode' field contains the state "Client A" lives in.
  67. Validate the 'addresses' - 'typeCode' - 'code' field contains "Home".
  68. Validate the 'addresses' - 'zipCode' field contains the zip code "Client A" lives in.
  69. Validate the birthDate' field contains "Client A's" birth date.
  70. Validate the 'clientGenderCode' - 'code' field contains "Client A's" gender (ex. F).
  71. Validate the 'clientGenderCode' - 'displayName' field contains "Client A's" gender (ex. Female).
  72. Validate the 'clientID' - 'id' field contains "Client A's" PATID.
  73. Validate the 'clientOrg' field contains the facility being used.
  74. Validate the 'insPlans' - 'effectiveStartDate' field contains the 'Coverage Effective Date' entered in the previous steps.
  75. Validate the 'insPlans' - 'insPayerID' - 'humanReadableValue' field contains "Guarantor B".
  76. Validate the 'insPlans' - 'insPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  77. Validate the 'insPlans' - 'insPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  78. Validate the 'insPlans' - 'mcgInsPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  79. Validate the 'insPlans' - 'mcgInsPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  80. Validate the 'policyID' field contains the 'Subscriber Policy #' entered in the previous steps.
  81. Validate the 'medicaidID' field contains the 'Subscriber Medicaid #' entered in the previous steps.
  82. Validate the 'name' - 'first' field contains "Client A's" first name.
  83. Validate the 'name' - 'last' field contains "Client A's" last name.
  84. Validate the 'phoneNumbers' - 'number' field contains "Client A's" phone number
  85. Validate the 'phoneNumbers' - 'phoneNumberID' - 'id' field contains "Client A's" PATID with an identifier at the end (ex. "PC" indicating Patient Cell, "PH" indicating Patient Home, or "PO" indicating Patient Office).
  86. Validate the 'phoneNumbers' - 'typeCode' - 'code' field contains the type of phone number (ex. Cell, Office, or Home).
  87. Validate the 'providerOrganizationID' - 'humanReadableValue' field contains the program code for "Program A".
  88. Validate the 'providerOrganizationID' - 'id' field contains the 'EVV Provider Organization ID' for "Program A".
  89. Close the report and the form.
Avatar CareFabric is updated to support the 'EvvResourceUpdated' SDK event
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Practitioner Enrollment
  • Practitioner Information (Confidential)
  • CareFabric Monitor
  • Practitioner Termination
Scenario 1: Mobile Caregiver+ - Validate the 'EvvResourceUpdated' event for an active practitioner
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • 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 "Program A" (Service Code A).
  • The 'Enable Mobile CareGiver+' field must be set to "Yes" in the "Electronic Visit Verification" section of the 'CarePOV Management' form with all required fields populated.
Steps
  1. Access the 'Practitioner Enrollment' form.
  2. Enter any new value in the 'Select Staff' dialog and click [New Staff].
  3. Enter the desired value in the 'Name' field. Please note: this is a required field for Mobile CareGiver+ integration.
  4. Enter the desired date in the 'Registration Date' field.
  5. Enter the desired value in the 'Office Address - Zip Code' field.
  6. Enter the desired value in the 'Office Telephone (1)' field.
  7. Enter the desired value in the 'Cellular Telephone' field. Please note: this is a required field for Mobile CareGiver+ integration.
  8. Select the desired value in the 'Sex' field.
  9. Enter the desired value in the 'Staff EVV ID' field. Please note: this is a required field for Mobile CareGiver+ integration.
  10. Select the "Categories/Taxonomy" section.
  11. Select "Create New" in the 'Category/Taxonomy' field.
  12. Enter the desired date in the 'Effective Date' field.
  13. Select the desired value in the 'Practitioner Category' field.
  14. Select the desired value(s) in the 'Discipline' field.
  15. Select the desired value(s) in the 'Practitioner Categories For Coverage' field.
  16. Click [Add Practitioner Categories] and [OK].
  17. Click [Submit].
  18. Access the 'User Definition' field.
  19. Enter the desired value in the 'User ID' field.
  20. Enter the desired value in the 'User Description' field.
  21. Populate all required and desired fields.
  22. Select the "User Caseload" section.
  23. Select "Yes" in the 'Is User a Staff Member' field.
  24. Select the new practitioner in the 'Staff Member' field.
  25. Select the "Supplemental" section.
  26. Enter the desired value in the 'Social Security Number' field.
  27. Enter the desired value in the 'Organization Email Address' field. Please note: this is a required field for Mobile CareGiver+ integration.
  28. Click [Submit].
  29. Access the 'CareFabric Monitor' form.
  30. Enter the current date in the 'From Date' and 'Through Date' fields.
  31. Select "EvvResourceUpdated" in the 'Event/Action Search' field.
  32. Click [View Activity Log].
  33. Validate the 'CareFabric Monitor Report' contains an "EvvResourceUpdated" record for the new practitioner.
  34. Click [Click to View Record].
  35. Validate the 'emailAccounts' - 'address' field contains the 'Organization Email Address'.
  36. Validate the 'isActive' field contains "true".
  37. Validate the 'name' - 'first' field contains the practitioner's first name.
  38. Validate the 'name' - 'last' field contains the practitioner's last name.
  39. Validate the 'phoneNumber' - 'number' field contains the practitioner's phone number.
  40. Validate the 'phoneNumber' - 'phoneNumberID' - 'id' field contains the practitioner's ID with "SC" at the end indicating "Staff Cell".
  41. Validate the 'phoneNumber' - 'typeCode' - 'code' field contains "Cell".
  42. Validate the 'providerOrganizationIDs' - 'id' field contains the 'EVV Provider Organization ID'(s) filed in 'Program Maintenance'.
  43. Validate the 'resourceID' - 'id' field contains the practitioner's ID.
  44. Validate the 'resourceStateID' - 'id' field contains the 'Staff EVV ID'.
  45. Validate the 'resourceStateIDs' - id' field contains the 'Staff EVV ID'.
  46. Validate the 'ssn' field contains the practitioner's social security number.
  47. Close the report and the form.
Scenario 2: Mobile Caregiver+ - Validate the 'EvvResourceUpdated' event for an inactive practitioner
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • 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 "Program A" (Service Code A).
  • The 'Enable Mobile CareGiver+' field must be set to "Yes" in the "Electronic Visit Verification" section of the 'CarePOV Management' form with all required fields populated.
Steps
  1. Access the 'Practitioner Enrollment' form.
  2. Enter any new value in the 'Select Staff' dialog and click [New Staff].
  3. Enter the desired value in the 'Name' field. Please note: this is a required field for Mobile CareGiver+ integration.
  4. Enter the desired date in the 'Registration Date' field.
  5. Enter the desired value in the 'Office Address - Zip Code' field.
  6. Enter the desired value in the 'Office Telephone (1)' field.
  7. Enter the desired value in the 'Cellular Telephone' field. Please note: this is a required field for Mobile CareGiver+ integration.
  8. Select the desired value in the 'Sex' field.
  9. Enter the desired value in the 'Staff EVV ID' field. Please note: this is a required field for Mobile CareGiver+ integration.
  10. Select the "Categories/Taxonomy" section.
  11. Select "Create New" in the 'Category/Taxonomy' field.
  12. Enter the desired date in the 'Effective Date' field.
  13. Select the desired value in the 'Practitioner Category' field.
  14. Select the desired value(s) in the 'Discipline' field.
  15. Select the desired value(s) in the 'Practitioner Categories For Coverage' field.
  16. Click [Add Practitioner Categories] and [OK].
  17. Click [Submit].
  18. Access the 'User Definition' field.
  19. Enter the desired value in the 'User ID' field.
  20. Enter the desired value in the 'User Description' field.
  21. Populate all required and desired fields.
  22. Select the "User Caseload" section.
  23. Select "Yes" in the 'Is User a Staff Member' field.
  24. Select the new practitioner in the 'Staff Member' field.
  25. Select the "Supplemental" section.
  26. Enter the desired value in the 'Social Security Number' field.
  27. Enter the desired value in the 'Organization Email Address' field. Please note: this is a required field for Mobile CareGiver+ integration.
  28. Click [Submit].
  29. Access the 'CareFabric Monitor' form.
  30. Enter the current date in the 'From Date' and 'Through Date' fields.
  31. Select "EvvResourceUpdated" in the 'Event/Action Search' field.
  32. Click [View Activity Log].
  33. Validate the 'CareFabric Monitor Report' contains an "EvvResourceUpdated" record for the new practitioner.
  34. Click [Click to View Record].
  35. Validate the 'emailAccounts' - 'address' field contains the 'Organization Email Address'.
  36. Validate the 'isActive' field contains "true".
  37. Validate the 'name' - 'first' field contains the practitioner's first name.
  38. Validate the 'name' - 'last' field contains the practitioner's last name.
  39. Validate the 'phoneNumber' - 'number' field contains the practitioner's phone number.
  40. Validate the 'phoneNumber' - 'phoneNumberID' - 'id' field contains the practitioner's ID with "SC" at the end indicating "Staff Cell".
  41. Validate the 'phoneNumber' - 'typeCode' - 'code' field contains "Cell".
  42. Validate the 'providerOrganizationIDs' - 'id' field contains the 'EVV Provider Organization ID'(s) filed in 'Program Maintenance'.
  43. Validate the 'resourceID' - 'id' field contains the practitioner's ID.
  44. Validate the 'resourceStateID' - 'id' field contains the 'Staff EVV ID'.
  45. Validate the 'resourceStateIDs' - id' field contains the 'Staff EVV ID'.
  46. Validate the 'ssn' field contains the practitioner's social security number.
  47. Close the report and the form.
  48. Access the 'Practitioner Termination' form for the new practitioner.
  49. Enter the desired date in the 'Termination Date' field.
  50. Select the desired value in the 'Reason For Termination' field.
  51. Click [Submit].
  52. Access the 'CareFabric Monitor' form.
  53. Enter the current date in the 'From Date' and 'Through Date' fields.
  54. Select "EvvResourceUpdated" in the 'Event/Action Search' field.
  55. Click [View Activity Log].
  56. Validate the 'CareFabric Monitor Report' contains a second "EvvResourceUpdated" record for the now terminated practitioner.
  57. Click [Click to View Record].
  58. Validate the 'isActive' field now contains "false".
  59. Close the report and the form.
CarePOV Management - Support for Mobile CareGiver+
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CarePOV Management
  • Financial Eligibility
  • CareFabric Monitor
Scenario 1: Mobile Caregiver+ - Validate the 'EvvClientUpdated' event when 'Send Non EVV Payers' is set to "Yes"
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • 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 "Program A" (Service Code A).
  • Must have a guarantor defined in the 'Guarantors/Payors' form that does not have "Medicaid" as a financial class (Guarantor A).
  • The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
  • "Yes" is selected in the 'Enable Mobile CareGiver+' field.
  • "Yes" is selected in the 'Send Non EVV Payers' field.
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
Steps
  1. Access the 'Admission' form.
  2. Enter any new values in the 'Client Search' dialog.
  3. Click [New Client] and [Yes].
  4. Validate the 'Client Name' field contains the value entered in the previous steps. Please note: this is a required field for Mobile CareGiver+ integration.
  5. Select the desired value in the 'Sex' field. Please note: this is a required field for Mobile CareGiver+ integration.
  6. Enter the desired date in the 'Date of Birth' field. Please note: this is a required field for Mobile CareGiver+ integration.
  7. Enter the desired date in the 'Preadmit/Admission Date' field.
  8. Enter the desired time in the 'Preadmit/Admission Time' field.
  9. Select "Program A" in the 'Program' field.
  10. Select the desired value in the 'Type Of Admission' field.
  11. Select the desired practitioner in the 'Admitting Practitioner' field.
  12. Enter the desired value in the 'Social Security Number' field.
  13. Select the "Demographics" section.
  14. Enter the desired value in the 'Address - Street' field. Please note: this is a required field for Mobile CareGiver+ integration.
  15. Enter the desired value in the 'Zipcode' field. Please note: this is a required field for Mobile CareGiver+ integration.
  16. Enter the desired value in the 'Cell Phone' field. Please note: at least one phone number is a required field for Mobile CareGiver+ integration.
  17. Click [Submit]. Please note: this will be referred to as "Client A" from now on.
  18. Select "Client A" and access the 'Financial Eligibility' form.
  19. Select the "Guarantor Selection" section.
  20. Select "Guarantor A" in the 'Guarantor #' field.
  21. Select "(Non-Contract) Commercial" in the 'Guarantor Plan' field.
  22. Select "No" in the 'Customize Guarantor Plan' field.
  23. Select "Yes" in the 'Eligibility Verified' field.
  24. Enter the desired date in the 'Coverage Effective Date' field.
  25. Select "Self" in the 'Client's Relationship to Subscriber' field.
  26. Select "Yes" in the 'Subscriber Assignment Of Benefits' field.
  27. Enter the desired value in the 'Subscriber Policy #' field.
  28. Enter the desired value in the 'Subscriber Medicaid #' field.
  29. Select the desired value in the 'Subscriber Release Of Info' field.
  30. Select the "Financial Eligibility" section.
  31. Select "Guarantor A" in the 'Guarantor #1' field. Please note: this is a required field for Mobile CareGiver+ integration.
  32. Click [Submit].
  33. Access the 'CareFabric Monitor' form.
  34. Enter the current date in the 'From Date' and 'Through Date' fields.
  35. Select "Client A" in the 'Client ID' field.
  36. Select "EvvClientUpdated" in the 'Event/Action Search' field.
  37. Click [View Activity Log].
  38. Validate the 'CareFabric Monitor Report' contains an "EvvClientUpdated" record for "Client A".
  39. Click [Click to View Record].
  40. Validate the 'addresses' - 'addressID' - 'id' field contains "Client A's" PATID with an H on the end, indicating "Home".
  41. Validate the 'addresses' - 'city' field contains the city "Client A" lives in.
  42. Validate the 'addresses' - 'stateCode' field contains the state "Client A" lives in.
  43. Validate the 'addresses' - 'typeCode' - 'code' field contains "Home".
  44. Validate the 'addresses' - 'zipCode' field contains the zip code "Client A" lives in.
  45. Validate the birthDate' field contains "Client A's" birth date.
  46. Validate the 'clientGenderCode' - 'code' field contains "Client A's" gender (ex. F).
  47. Validate the 'clientGenderCode' - 'displayName' field contains "Client A's" gender (ex. Female).
  48. Validate the 'clientID' - 'id' field contains "Client A's" PATID.
  49. Validate the 'clientOrg' field contains the facility being used.
  50. Validate the 'insPlans' - 'effectiveStartDate' field contains the 'Coverage Effective Date' entered in the previous steps.
  51. Validate the 'insPlans' - 'insPayerID' - 'humanReadableValue' field contains "Guarantor A".
  52. Validate the 'insPlans' - 'insPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  53. Validate the 'insPlans' - 'insPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  54. Validate the 'insPlans' - 'mcgInsPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  55. Validate the 'insPlans' - 'mcgInsPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  56. Validate the 'policyID' field contains the 'Subscriber Policy #' entered in the previous steps.
  57. Validate the 'medicaidID' field contains the 'Subscriber Medicaid #' entered in the previous steps.
  58. Validate the 'name' - 'first' field contains "Client A's" first name.
  59. Validate the 'name' - 'last' field contains "Client A's" last name.
  60. Validate the 'phoneNumbers' - 'number' field contains "Client A's" phone number
  61. Validate the 'phoneNumbers' - 'phoneNumberID' - 'id' field contains "Client A's" PATID with an identifier at the end (ex. "PC" indicating Patient Cell, "PH" indicating Patient Home, or "PO" indicating Patient Office).
  62. Validate the 'phoneNumbers' - 'typeCode' - 'code' field contains the type of phone number (ex. Cell, Office, or Home).
  63. Validate the 'providerOrganizationID' - 'humanReadableValue' field contains the program code for "Program A".
  64. Validate the 'providerOrganizationID' - 'id' field contains the 'EVV Provider Organization ID' for "Program A".
  65. Close the report and the form.
Scenario 2: CarePOV Management - 'Electronic Visit Verification' section - 'Mobile Caregiver+' integration
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. This must be done by a Netsmart Representative.
  • Please note: Selecting "Yes" to 'Enable Mobile CareGiver+' will disable any active integrations in the 'Electronic Visit Verification' section of the 'CarePOV Management' form.
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the "Electronic Visit Verification" section.
  3. Validate the 'Mobile CareGiver+' section is displayed.
  4. Validate the 'Enable Mobile CareGiver+' field is displayed.
  5. Select "Yes" in the 'Enable Mobile CareGiver+' field. Please note: when "Yes" is selected, certain fields on this form will now be hidden that are not relevant to this integration. If left blank, or if "No" is selected, all fields will display on the form.
  6. Validate the 'Send Non EVV Payers' field is displayed.
  7. Select the desired value in the 'Send Non EVV Payers' field.
  8. Validate the 'Require Authorization' field is displayed.
  9. Select the desired value in the 'Require Authorization' field.
  10. Validate the 'Require Cancellation Reason' field is displayed.
  11. Select the desired value in the 'Require Cancellation Reason' field.
  12. Validate the 'Cancelled Appointment Status' field is displayed.
  13. Select the desired value in the 'Cancelled Appointment Status' field.
  14. Validate the 'Require State Acceptance Before Billing' field is displayed.
  15. Select the desired value in the 'Require State Acceptance Before Billing' field.
  16. Select the desired value in the 'EVV Admin User ID' field.
  17. Select the desired value in the 'Progress Note Form' field.
  18. Select the desired value in the 'Save Progress Notes' field.
  19. Select the desired value in the 'Site' field.
  20. Enter the desired value in the 'Medicaid Provider ID' field.
  21. Select the desired value in the 'Provider Address To Be Sent' field.
  22. Click [New Row] in the 'Payor Program ID' grid.
  23. Select the desired guarantor in the 'Guarantor' field.
  24. Enter the desired value in the 'Payer ID' field.
  25. Enter the desired value in the 'Payer Program' field.
  26. Enter the desired value in the 'Insurance Plan ID' field.
  27. Enter the desired value in the 'MCG+ Payer ID' field.
  28. Enter the desired value in the 'MCG+ Insurance Plan ID' field.
  29. Repeat as needed for additional guarantor(s).
  30. Click [New Row] in the 'Progress Note Form Mapping' grid.
  31. Select the desired service code in the 'Service Code' field.
  32. Select the desired program in the 'Program' field.
  33. Select the desired progress note form in the 'Progress Note Form' field.
  34. Repeat as needed for additional mappings.
  35. Validate the 'Payloads' field contains "EvvClientUpdated" and "EvvResourceUpdated".
  36. Select "EvvClientUpdated" and "EvvResourceUpdated" in the 'Payloads' field.
  37. Click [Send EVV Payloads]. This will re-send events for any existing EVV clients/resources.
  38. Validate a message is displayed stating: Payloads will be sent in the background. You will be notified when the process is completed.
  39. Click [OK] and [Submit].
  40. Validate a message is displayed stating: EVV payloads have been sent: "Resource #: Client #: Total #:" Please note: this may take a few minutes.
  41. Click [OK].
  42. Access the 'CarePOV Management' form.
  43. Select the "Electronic Visit Verification" section.
  44. Validate all previously filed data is displayed as filed.
  45. Close the form.
Scenario 3: Mobile Caregiver+ - Validate the 'EvvClientUpdated' event when 'Send Non EVV Payers' is set to "No"
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • 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 "Program A" (Service Code A).
  • Must have at least two guarantors defined in the 'Guarantors/Payors' form. One does not have a "Medicaid" financial class (Guarantor A) and one must have a "Medicaid" financial class (Guarantor B).
  • The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
  • "Yes" is selected in the 'Enable Mobile CareGiver+' field.
  • "No" is selected in the 'Send Non EVV Payers' field.
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
  • "Guarantor B" has a row with all fields populated in the 'Payor Program ID' grid.
Steps
  1. Access the 'Admission' form.
  2. Enter any new values in the 'Client Search' dialog.
  3. Click [New Client] and [Yes].
  4. Validate the 'Client Name' field contains the value entered in the previous steps. Please note: this is a required field for Mobile CareGiver+ integration.
  5. Select the desired value in the 'Sex' field. Please note: this is a required field for Mobile CareGiver+ integration.
  6. Enter the desired date in the 'Date of Birth' field. Please note: this is a required field for Mobile CareGiver+ integration.
  7. Enter the desired date in the 'Preadmit/Admission Date' field.
  8. Enter the desired time in the 'Preadmit/Admission Time' field.
  9. Select "Program A" in the 'Program' field.
  10. Select the desired value in the 'Type Of Admission' field.
  11. Select the desired practitioner in the 'Admitting Practitioner' field.
  12. Enter the desired value in the 'Social Security Number' field.
  13. Select the "Demographics" section.
  14. Enter the desired value in the 'Address - Street' field. Please note: this is a required field for Mobile CareGiver+ integration.
  15. Enter the desired value in the 'Zipcode' field. Please note: this is a required field for Mobile CareGiver+ integration.
  16. Enter the desired value in the 'Cell Phone' field. Please note: at least one phone number is a required field for Mobile CareGiver+ integration.
  17. Click [Submit]. Please note: this will be referred to as "Client A" from now on.
  18. Select "Client A" and access the 'Financial Eligibility' form.
  19. Select the "Guarantor Selection" section.
  20. Select "Guarantor A" in the 'Guarantor #' field.
  21. Select "(Non-Contract) Commercial" in the 'Guarantor Plan' field.
  22. Select "No" in the 'Customize Guarantor Plan' field.
  23. Select "Yes" in the 'Eligibility Verified' field.
  24. Enter the desired date in the 'Coverage Effective Date' field.
  25. Select "Self" in the 'Client's Relationship to Subscriber' field.
  26. Select "Yes" in the 'Subscriber Assignment Of Benefits' field.
  27. Enter the desired value in the 'Subscriber Policy #' field.
  28. Enter the desired value in the 'Subscriber Medicaid #' field.
  29. Select the desired value in the 'Subscriber Release Of Info' field.
  30. Select the "Financial Eligibility" section.
  31. Select "Guarantor A" in the 'Guarantor #1' field.
  32. Click [Submit].
  33. Access the 'CareFabric Monitor' form.
  34. Enter the current date in the 'From Date' and 'Through Date' fields.
  35. Select "Client A" in the 'Client ID' field.
  36. Select "EvvClientUpdated" in the 'Event/Action Search' field.
  37. Click [View Activity Log].
  38. Validate the 'CareFabric Monitor Report' does not contain an "EvvClientUpdated" record for "Client A".
  39. Close the report and the form.
  40. Select "Client A" and access the 'Financial Eligibility' form.
  41. Select the "Guarantor Selection" section.
  42. Click [Add New Row].
  43. Select "Guarantor B" in the 'Guarantor #' field.
  44. Select "(Non-Contract) Commercial" in the 'Guarantor Plan' field.
  45. Select "No" in the 'Customize Guarantor Plan' field.
  46. Select "Yes" in the 'Eligibility Verified' field.
  47. Enter the desired date in the 'Coverage Effective Date' field.
  48. Select "Self" in the 'Client's Relationship to Subscriber' field.
  49. Select "Yes" in the 'Subscriber Assignment Of Benefits' field.
  50. Enter the desired value in the 'Subscriber Policy #' field.
  51. Enter the desired value in the 'Subscriber Medicaid #' field.
  52. Select the desired value in the 'Subscriber Release Of Info' field.
  53. Select the "Financial Eligibility" section.
  54. Select "Guarantor A" in the 'Guarantor #1' field.
  55. Select "Guarantor B" in the 'Guarantor #2' field. Please note: this is a required field for Mobile CareGiver+ integration.
  56. Click [Submit].
  57. Access the 'CareFabric Monitor' form.
  58. Enter the current date in the 'From Date' and 'Through Date' fields.
  59. Select "Client A" in the 'Client ID' field.
  60. Select "EvvClientUpdated" in the 'Event/Action Search' field.
  61. Click [View Activity Log].
  62. Validate the 'CareFabric Monitor Report' contains an "EvvClientUpdated" record for "Client A".
  63. Click [Click to View Record].
  64. Validate the 'addresses' - 'addressID' - 'id' field contains "Client A's" PATID with an H on the end, indicating"Home".
  65. Validate the 'addresses' - 'city' field contains the city "Client A" lives in.
  66. Validate the 'addresses' - 'stateCode' field contains the state "Client A" lives in.
  67. Validate the 'addresses' - 'typeCode' - 'code' field contains "Home".
  68. Validate the 'addresses' - 'zipCode' field contains the zip code "Client A" lives in.
  69. Validate the birthDate' field contains "Client A's" birth date.
  70. Validate the 'clientGenderCode' - 'code' field contains "Client A's" gender (ex. F).
  71. Validate the 'clientGenderCode' - 'displayName' field contains "Client A's" gender (ex. Female).
  72. Validate the 'clientID' - 'id' field contains "Client A's" PATID.
  73. Validate the 'clientOrg' field contains the facility being used.
  74. Validate the 'insPlans' - 'effectiveStartDate' field contains the 'Coverage Effective Date' entered in the previous steps.
  75. Validate the 'insPlans' - 'insPayerID' - 'humanReadableValue' field contains "Guarantor B".
  76. Validate the 'insPlans' - 'insPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  77. Validate the 'insPlans' - 'insPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  78. Validate the 'insPlans' - 'mcgInsPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  79. Validate the 'insPlans' - 'mcgInsPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  80. Validate the 'policyID' field contains the 'Subscriber Policy #' entered in the previous steps.
  81. Validate the 'medicaidID' field contains the 'Subscriber Medicaid #' entered in the previous steps.
  82. Validate the 'name' - 'first' field contains "Client A's" first name.
  83. Validate the 'name' - 'last' field contains "Client A's" last name.
  84. Validate the 'phoneNumbers' - 'number' field contains "Client A's" phone number
  85. Validate the 'phoneNumbers' - 'phoneNumberID' - 'id' field contains "Client A's" PATID with an identifier at the end (ex. "PC" indicating Patient Cell, "PH" indicating Patient Home, or "PO" indicating Patient Office).
  86. Validate the 'phoneNumbers' - 'typeCode' - 'code' field contains the type of phone number (ex. Cell, Office, or Home).
  87. Validate the 'providerOrganizationID' - 'humanReadableValue' field contains the program code for "Program A".
  88. Validate the 'providerOrganizationID' - 'id' field contains the 'EVV Provider Organization ID' for "Program A".
  89. Close the report and the form.
Topics
• Electronic Visit Verification