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Avatar CareFabric 2022 Monthly Release 2022.02.00 Acceptance Tests

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Update 20 Summary | Details
Avatar CareFabric - Assessment Mapping
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Assessment Mapping
Scenario 1: CareFabric Assessment Mapping - Validate the 'IsActive' property
Specific Setup:
  • Must have a 'Wound Care' assessment type configured via the 'Flowsheet Assessment Design Tool'.
Steps
  1. Access the 'CareFabric Assessment Mapping' form.
  2. Select the "Wound Care" assessment in the 'Select Assessment' field.
  3. Select "Product: Client Wound Assessment" in the 'Select Modeled Form' field.
  4. Click [Launch Mapping Grid].
  5. Validate the 'Mapping Grid' is displayed.
  6. Click [New Row].
  7. Add any desired mappings.
  8. Validate the 'Assessment Field' field contains the "IsActive" property to map, and add mappings using this property.
  9. Click [Save] and [Yes].
  10. Click [File Mappings].
  11. Validate a message is displayed stating: "Mappings Filed".
  12. Click [OK].
  13. Select the "Wound Care" assessment in the 'Select Assessment' field.
  14. Select "Product: Client Wound Assessment" in the 'Select Modeled Form' field.
  15. Click [Launch Mapping Grid].
  16. Validate the 'Mapping Grid' is displayed and contains the mappings added in the previous steps.
  17. Close the form.
CareFabric Assessment Mapping - 'Lines/Tubes/Drains/Devices' assessment
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Assessment Mapping
Scenario 1: CareFabric Assessment Mapping - Validate the 'Lines/Tubes/Drains/Devices' assessment
Specific Setup:
  • Must have access to the Flowsheet Admin Tool and have a 'Lines/Tubes/Drains/Devices' assessment defined.
  • Avatar CWS 2022 Update 28 is required for full functionality.
Steps
  1. Access the 'CareFabric Assessment Mapping' form.
  2. Validate the 'Select Assessment' field contains "Lines/Tubes/Drains/Devices".
  3. Select "Lines/Tubes/Drains/Devices" in the 'Select Assessment' field.
  4. Validate the 'Select Modeled Form' field contains "Product: Lines/Tubes/Drains/Devices ([CWS]) (Episodic)".
  5. Select "Lines/Tubes/Drains/Devices" in the 'Select Modeled Form' field.
  6. Click [Launch Mapping Grid].
  7. Validate the 'Mapping Grid' is displayed with the following columns:
  8. Row ID
  9. Product/Modeled Form Field
  10. Assessment Field
  11. Click [New Row].
  12. Add mappings for each field.
  13. Click [Save] and [Yes].
  14. Validate the 'Mapping Grid' is no longer displayed.
  15. Click [File Mappings].
  16. Validate a message is displayed stating: "Mappings Filed".
  17. Click [OK] and close the form.
  18. Navigate to the Flowsheet Admin Tool
  19. Republish the Lines/Tubes/Drains/Devices assessment.
  20. Access the 'Dictionary Update' form for CWS
  21. Select the "Print Dictionary" section.
  22. Select "Other CWS Tabled Files" in the 'File' field.
  23. Select "(22100) Applicable CareFabric LTDD Types" in the 'Data Element' field.
  24. Click [Print Dictionary].
  25. Validate the dictionary values are populated with the valid assessment types.
  26. Close the form.
Avatar CareFabric - Time Zone - Completed Status
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR
  • Orders This Episode
Scenario 1: eMAR - Completed Status - Haberdasher
Specific Setup:
  • The following extended attributes must be set in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Lab”:
  1. ‘(545) Suppress DC of One-Time-Only orders via eMAR’ = “No, do NOT suppress DC (default behavior)”
  2. '(556) Mark One-Time-Only orders complete upon eMAR administration’ = “Yes”
  • The 'Avatar Order Entry->Facility Defaults-> Order Management->->->Enable Completed Order Status ' registry setting must be set to "1&2".
  • A frequency code of "One Time Only" must be configured through the 'Frequency Code setup' form (Frequency Code A)
  • 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. Select "Client A" and access the Order Entry Console.
  2. Create a lab order with "Frequency Code A" as its frequency.
  3. Select eMAR and access 'Lab Orders'.
  4. Select and administer the lab order.
  5. Validate the order has the administered time and date.
  6. Validate the administered lab order has a "Completed" watermark..
Recent Order Actions - "Completed" Med Order Status
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Facesheet.Recent Order Actions
Scenario 1: Recent Order Actions - Validate the 'SearchActiveOrder' SDK action
Specific Setup:
  • A user must be defined as a "Provider" and have the following:
  • The 'Orders' console widget accessible on the HomeView
  • The 'eMAR' widget accessible on the HomeView
  • The 'Medical Note' widget accessible on the HomeView
  • A client enrolled in an existing episode (Client A)
  • The 'Enable Completed Order Status' registry setting must be set to "2".
  • Must have a dictionary value defined for "Pharmacy Orders" with "Yes" selected for the 'Mark One-Time-Only orders complete upon eMAR administration' extended dictionary data element. This must be done in the 'Dictionary Update' form for the 'Order Entry Tabled Files' file and 'Order Types (500)' data element.
Steps
  1. Select "Client A" and access the 'Orders' console widget.
  2. Search for and select "ADVIL" from the ‘New Order’ field.
  3. Set 'Dose' field to the desired value.
  4. Select "One time only" in the 'Frequency’ field
  5. Complete the required fields.
  6. Click [Add to Scratchpad].
  7. Validate the 'Action' cell for the "ADVIL" order contains "ADD".
  8. Click [Sign].
  9. Validate the ‘Order grid’ contains an order for "ADVIL".
  10. Navigate to the 'eMAR' widget.
  11. Validate an order for "ADVIL" is displayed with "***ACKNOWLEDGEMENT REQUIRED***" in red font and no hours of administration under the current date.
  12. Perform 'Order Acknowledgement' for the "ADVIL" order.
  13. Select a cell under the current date for the "ADVIL" order and click [Administer].
  14. Complete the required fields.
  15. Check the 'Accept administration information entered' checkbox and click [OK].
  16. Validate that the first cell under the current date for the "ADVIL" order contains the amount given and the time administered.
  17. Validate the "ADVIL" order is now displayed with the "COMPLETED" status in the 'Order Description' field.
  18. Navigate to the 'Medical Note' widget.
  19. Verify the existence of the "Facesheet" tab.
  20. Click [Recent Order Actions] link.
  21. Validate the "ADVIL" order is displayed with the "Completed" status in the "Last Acton" column.
  22. Validate the "ADVIL" order is displayed with the "Completed" status in the "Status" column.
Topics
• CareFabric Assessment Mapping • Dictionary • eMAR • NX • Registry Settings • Medical Note • CareFabric • Active Medications
Update 33 Summary | Details
The 'ClientEventUpdate' and 'ClientEventDischarge' SDK events
Scenario 1: Validate the 'ClientEventDischarge' SDK event
Steps

Internal testing only.

Scenario 2: Validate the 'ClientEventUpdate' SDK event
Steps

Internal testing only.
Topics
• CareFabric • CareGuidance
Update 35 Summary | Details
Avatar CareFabric - Allergen Search
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Allergies and Hypersensitivities
  • CareFabric Monitor
  • Registry Settings (PM)
Scenario 1: Validate the 'Enable Allergen Search Web Service' registry setting
Specific Setup:
  • CareFabric is configured and enabled.
  • The 'Enable Allergen Search Web Service' registry setting is enabled.
  • A client must have an active episode. (Client A)
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Enable Allergen Search Web Service" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Select "Enable Allergen Search Web Service" and click [OK].
  5. Validate the 'Registry Setting' field contains "Avatar CWS->CWS Utilities->Set System Defaults->CWS Allergies->->Enable Allergen Search Web Service".
  6. Validate the 'Registry Setting Detail' field contains: Use this registry setting to enable the Allergen Code search to derive its content via a web service that accesses Netsmart's cloud-based Service Oriented Architecture (SOA). Netsmart's cloud-based content provides Micromedex-derived Allergen Codes, and is supplemented with additional SNOMED-derived Allergen Codes as needed. Please note: This registry setting only allows for the value 'Y'. Please note: This is a onetime setup process. Once this registry setting is set to 'Y' it will enable the Allergy WebService Search and the Registry Setting value cannot be changed anymore. Please note: If the 'Avatar CareFabric' module is loaded and enabled (requires Avatar CareFabric 2022 Update #35) then the SDK based services will be used and it will no longer require the 'CareFabric Configuration' form to be submitted.
  7. Validate the 'Registry Setting Value' is set to "Y".
  8. Enter "Allergen Search Web Service URL" in the 'Limit Registry Settings to the Following Search Criteria' field.
  9. Click [View Registry Settings].
  10. Select "Allergen Search Web Service URL" and click [OK].
  11. Validate the 'Registry Setting' field contains "Avatar CWS->CWS Utilities->Set System Defaults->CWS Allergies->->Allergen Search Web Service URL".
  12. Validate the 'Registry Setting Detail' field contains: Enter the URL where the allergen search web service resides. If entered, the allergen search process will use this and it will no longer require the 'CareFabric Configuration' form to be submitted. Please note: This registry setting only takes effect when the 'Enable Allergen Search Web Service' is enabled. Please note: If the 'Avatar CareFabric' module is loaded and enabled (requires Avatar CareFabric 2022 Update #35) then the SDK based services will be used and this registry setting will be disregarded. Please contact your Netsmart representative for more information on this and other available web services.
  13. Please note: the 'Allergen Search Web Service URL' registry setting will now only be required when the 'Enable Allergen Search Web Service' registry setting is enabled and CareFabric is NOT enabled.
  14. Close the form.
  15. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  16. Select "No" in the 'Known Medication Allergies' field.
  17. Select "No" in the 'Known Food Allergies' field.
  18. Click [Update].
  19. Validate the 'Allergies and Hypersensitivities' grid is displayed.
  20. Click [New Row].
  21. Search for any value in the 'Allergen/Reactant' field.
  22. Validate the allergen search returns successfully and select the desired value.
  23. Populate all other required and desired fields.
  24. Click [Save] and [Submit].
Scenario 2: File an allergy in OrderConnect and validate it displays in the 'Allergies and Hypersensitivities' form
Specific Setup:
  • User with existing Provider login credentials in myAvatar
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa
  • User with a client enrolled in an existing episode
  • "Client A"
  • User has access to the 'Allergies and Hypersensitivities' form
  • User has access to the 'Registry Settings' form
  • 'Avatar CWS->CWS Utilities->Set System Defaults->CWS Allergies->->Enable Allergy Integration with OrderConnect' is set to "Y"
  • Avatar CWS->CWS Utilities->Set System Defaults->CWS Allergies->->Set 'Allergies/Hypersensitivities Reviewed' If Allergies Are Updated is set to "Y"
  • User has access to the 'SYSTEM.cw_client_allergies_review' SQL table in the 'User Definition' form
Steps
  1. Select "Client A" and access the 'Launch OrderConnect' form.
  2. Click [Launch OrderConnect].
  3. Verify the 'OrderConnect Chart' is displayed.
  4. Click [Allergies] and [Add Allergy].
  5. Verify the 'Allergy Search/Assign' dialog is displayed.
  6. Select any value in the 'Type' field.
  7. Enter any value in the 'Search Term' field.
  8. Click [Search].
  9. Select the desired value and click [Add].
  10. Verify the 'Add Allergy - Attributes' dialog is displayed.
  11. Select any value in the 'Reaction' field.
  12. Select any value in the 'Severity' field.
  13. Click [Add].
  14. Validate a "Message from webpage" message is displayed stating: Are you sure you want to add this Allergy to the patient record.
  15. Click [OK] and [Close Chart].
  16. Close the form.
  17. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  18. Validate the client header contains the reviewed status "Allergies Reviewed = Yes".
  19. Click [Update].
  20. Verify the 'Allergies and Hypersensitivities' table is displayed.
  21. Validate the 'Allergies and Hypersensitivities' table contains the Allergy filed through OrderConnect in the previous steps.
  22. Click [Close/Cancel] and [Submit].
  23. Access Crystal Reports or other SQL reporting tool.
  24. Create a report using the 'SYSTEM.cw_client_allergies_review' table.
  25. Validate a row is displayed for the review information for "Client A".
  26. Validate the 'PATID' field contains the Client ID for "Client A".
  27. Validate the 'reviewed_code' field contains "Y" for the saved allergy in the previous steps.
  28. Validate the 'reviewed_value' field contains "Yes" for the saved allergy in the previous steps.
  29. Close the report.
Scenario 3: Allergies and Hypersensitivities - Add/Edit Allergies
Specific Setup:
  • CareFabric is configured and enabled.
  • The 'Enable Allergen Search Web Service' registry setting is enabled.
  • A client must have an active episode. (Client A)
Steps
  1. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  2. Select "No" in the 'Known Medication Allergies' field.
  3. Select "No" in the 'Known Food Allergies' field.
  4. Click [Update].
  5. Validate the 'Allergies and Hypersensitivities' grid is displayed.
  6. Click [New Row].
  7. Search for and select any value in the 'Allergen/Reactant' field.
  8. Enter the desired date in the 'Date Recognized' field.
  9. Select "Active" in the 'Status' field.
  10. Select any value in the 'Reaction Severity' field.
  11. Click [Save] and [Submit].
  12. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  13. Click [Update].
  14. Validate the 'Allergies and Hypersensitivities' grid contains the allergy filed in the previous steps.
  15. Select "Inactive" in the 'Status' field.
  16. Click [Save] and [Submit].
  17. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  18. Click [Update].
  19. Validate the 'Allergies and Hypersensitivities' grid contains the allergy with the "Inactive" status.
  20. Click [Close/Cancel] and close the form.
Topics
• Allergies • CareFabric • Registry Settings • Allergies and Hypersensitivities
Update 43 Summary | Details
Avatar CareFabric - support for ProviderConnect Enterprise
Scenario 1: ProviderConnect Enterprise- Validate the 'PutProgramAdmission' action
Specific Setup:
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be configured for a valid managing organization.
  • A client must exist in the configured managing organization's system with a DOB and SSN on file (Client A).
  • A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).
Steps
  1. Access the 'Admission' form.
  2. Verify the 'Select Client' dialog is displayed.
  3. Enter the last name of the client that exists in the managing organization's system in the 'Last Name' field.
  4. Enter the first name of the client that exists in the managing organization's system in the 'First Name' field.
  5. Enter the sex of the client that exists in the managing organization's system in the 'Sex' field.
  6. Click [Search].
  7. Validate a "Search Results" message is displayed stating: No matches found.
  8. Click [OK] and [New Client].
  9. Validate a "Client" message is displayed stating: Auto Assign Next ID Number?
  10. Click [Yes].
  11. Enter the desired date in the 'Preadmit/Admission Date' field.
  12. Enter the desired time in the 'Preadmit/Admission Time' field.
  13. Select any program that is selected in the 'Associated Admission Programs' field in the 'Managing Organization Definition' form in the 'Program' field.
  14. Enter "Client A's" date of birth in the 'Date Of Birth' field.
  15. Enter "Client A's" social security number in the 'Social Security Number' field.
  16. Select the desired value in the 'Type Of Admission' field.
  17. Select desired value in the 'Source Of Admission' field.
  18. Enter "Practitioner A" in the 'Admitting Practitioner' field.
  19. Select the "ProviderConnect Enterprise Identifiers" section.
  20. Click [Add New Item].
  21. Select the defined managing organization in the 'External Organization' field.
  22. Click [Search].
  23. Select the matching client record in the 'Select Matching Client Record' dialog.
  24. Click [OK].
  25. Validate the 'External ID' field contains the client ID for the client in the managing organization's system.
  26. Click [Update Demographics].
  27. Validate an "Information" message is displayed stating: Client Demographics Information Updated.
  28. Click [OK].
  29. Select the "Demographics" section.
  30. Validate demographic fields have been updated to match the managing organizations record.
  31. Click [Submit].
  32. Access the 'ProviderConnect Enterprise Action Log'.
  33. Enter the desired date in the 'From Date' and 'Through Date' fields.
  34. Enter the desired time in the 'From Time' and 'Through Time' fields.
  35. Select the desired organization in the 'Managing Organization' field.
  36. Select "PutProgramAdmission" in the 'Action Name' field.
  37. Click [View Action Log].
  38. Verify the 'ProviderConnect Enterprise Action Log' Report is displayed.
  39. Validate the 'ProviderConnect Enterprise Action Log' Report contains a row for the 'PutProgramAdmission' action that was triggered from the 'Admission' form with a result of "Success".
  40. Close the report and the form.
Scenario 2: Validate the 'GetCCPStatus' SDK action
Steps

Internal testing only.
Topics
• ProviderConnect Enterprise
Update 44 Summary | Details
Telehealth - 'Launch Telehealth' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CarePOV Management
  • Launch Telehealth
Scenario 1: Validate the 'Telehealth' section of the 'CarePOV Management' form and the 'Launch Telehealth' form
Specific Setup:
  • A user is defined in 'User Definition' that has the following:
  • "TeleHealth" selected in the 'Netsmart Mobile App Access' field
  • "System Admin" selected in the 'Netsmart Mobile App User Role' field
  • An email on file in the 'Organizational Email Address' field
  • An associated staff member that has hours for scheduling
  • Access to the 'Launch Telehealth' form
Steps
  1. Access the 'CarePOV Management' form.
  2. Validate the "Telehealth" section is displayed and select it.
  3. Validate the 'Telehealth Waiting Room URL' field is displayed.
  4. Validate a light bulb help message is displayed and click on it.
  5. Validate the help message contains: The URL will be used by the form 'Launch Telehealth' that will be used to launch the waiting room window of Netsmart's Telehealth 2.0 solution. Please note: The URL value must have the keyword 'OAUTHCODEINT', for example https://www.website.com?ac=OAUTHCODEINT https://www.website.com?testParam=1&sso=OAUTHCODEINT.
  6. Enter a valid URL in the 'Telehealth Waiting Room URL' field.
  7. Click [Submit].
  8. Access the 'CarePOV Management' form.
  9. Select the "Telehealth" section.
  10. Validate the 'Telehealth Waiting Room URL' field contains the value filed in the previous steps.
  11. Close the form.
  12. Access the 'Launch Telehealth' form.
  13. Validate the Telehealth application is launched in the default browser.
  14. Close the Telehealth application.
  15. Validate the [Launch Telehealth] button is displayed in the form.
  16. Click [Launch Telehealth].
  17. Validate the Telehealth application is launched in the default browser.
  18. Close the Telehealth application and the form.
Topics
• Telehealth • CarePOV Management
Update 49 Summary | Details
Bells Notes Integration - Progress Notes (Group and Individual)
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document Routing Setup (PM)
  • HomeView - My To Do's widget
Scenario 1: 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 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.
  • The 'Progress Notes (Group and Individual)' 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.
  • 'Progress Notes (Group and Individual)' 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.
  • The 'Progress Notes (Group and Individual)' 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.
  • The 'Progress Notes (Group and Individual)' form 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 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
  • Must be logged in as this user
  • "Progress Notes" widget configured into myAvatar
  • 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.
  • Document routing is disabled for the selected progress note form.
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.
Topics
• Progress Notes • CareFabric
Update 53 Summary | Details
Avatar CareFabric - 'ListEhrMedicationOrder' SDK action
Scenario 1: Active Medication Orders - Validate the ' ListEhrMedicationOrder' SDK action
Steps

Internal Testing Only
Topics
• Medical Note • CareFabric • Active Medications • ListEhrMedicationOrder
Update 54 Summary | Details
Diagnosis - Date of Diagnosis
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Diagnosis
  • Note Details
  • Document.Diagnosis
Scenario 1: Diagnosis - Validate the 'PutDiagnosis' SDK action
Specific Setup:
  • A user must be defined as a "Provider" and have the following:
  • A client enrolled in an existing episode (Client A)
  • A practitioner enrolled in Medical Note (Practitioner A)
  • The 'Medical Note' widget accessible on the HomeView
Steps
  1. Select "Client A" and access the ‘Diagnosis’ form.
  2. Select the desired episode row to edit and click [OK].
  3. Click [Add].
  4. Select any value in the 'Type of Diagnosis' field.
  5. Set the 'Date of Diagnosis' field to a date prior to the admission date.
  6. Verify the "Confirm" window is populated with "Date Entered is Prior To The Admit Date of The Selected Episode." and click [OK].
  7. Set the 'Time of Diagnosis' field to any time.
  8. Click [New Row].
  9. Select the desired value in the 'Diagnosis Search' field.
  10. Set the 'Diagnosing Practitioner' field to "Practitioner A".
  11. Populate all required and desired fields.
  12. Click [Submit] and [No].
  13. Navigate to the 'Medical Note' widget.
  14. Verify the existence of the "Clinical Summary" tab.
  15. Click [Add Note].
  16. Verify the existence of the "Note Details".
  17. Click the "Episode" drop down list and select the desired episode from the "Episode" drop down list.
  18. Complete the required fields in "Note Details" and verify the existence of the "Clinical Summary" tab.
  19. Click the "Document" tab.
  20. Click the "Diagnosis" menu.
  21. Verify the existence of the current diagnoses.
  22. Validate the newly entered diagnosis entry is displayed.
  23. Validate the date of diagnosis is populated as expected (date prior to admission date).
Avatar CareFabric will populate the 'System Notes' column in the 'Problem List' form.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Problem List
Scenario 1: SDK action PutIntegratedCareVisitDiagnosisSet diagnosis validation
Steps

Internal testing only
Topics
• Diagnosis • Problem List • CareFabric