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Avatar CareFabric 2022 Monthly Release 2022.02.02 Acceptance Tests

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Update 46 Summary | Details
Avatar CareFabric - Medical Director
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Avatar eMAR
  • POC Results Entry
  • Flowsheet
Scenario 1: POC Results Entry - Collecting Specimen for a lab order as a user with association to a staff member - Add a Result / Correct a Result / Void a Result
Specific Setup:
  • An 'Observation Definition' must exist where the following applies: 'Select Observation' = "Gas flow.O2 O2 delivery sys (8839-3)" - 'Observation ID Code' = "Aortic root Oxygen saturation (8839-3)" - 'Field Name' = "Gas flow.O2 O2 delivery sys" - 'Observation Value Unit' = "mg" - 'Observation Value Field Type' = "Integer" - 'Sex/Age Range' = "0+" with a Normal Reference Range of "95-100" - an abnormal Reference Range of "85-94" with an 'Abnormal Code' = "Below low normal (L)" - an abnormal Reference Range of "80-84" with an 'Abnormal Code' = "Below lower panic limits" - select any value in the 'Save as a Vital Sign' field. (Observation Definition A).
  • A 'Test Definition' must exist where the following applies: 'Test Name' = "Oxygen Saturation ages 0+" - 'LOINC Code' = "Aortic root Oxygen saturation (8839-3)" - 'Order Codes' = "Complete Blood Count" and "Red Blood Cell Count" - 'Observation' = "Gas flow. O2 O2 delivery sys (8893-3)" - 'Require Observation' = "Yes" - 'Require Specimen Type' = "No" - 'Default Specimen Type' = "Blood, Whole" - 'Require Specimen Site' = "No" - 'Default Specimen Site' = no value - 'Associated Form' = "non-episodic CWS user defined form". (Test Definition A)
  • One user must exist in the application, who is associated to a staff member (User A).
  • "User A" must be logged into the application.
  • 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 "Complete Blood Count" order for 'Client A'.
  3. Access the 'eMAR' widget.
  4. Click the 'Lab Orders' tab.
  5. Complete the 'Specimen Collection' for the "Complete Blood Count" order.
  6. Validate that "Client A" is selected and access the 'POC Results Entry' form.
  7. Validate that 'Include Inactive Orders' is defaulted to "No".
  8. Select the "Complete Blood Count" in the 'Order' field.
  9. Set the 'Field Name' field to "117" and validate that "mg" is displayed next to it.
  10. Click [File].
  11. Access the 'Flow Sheet' tab.
  12. Click the 'Lab' tab and 'Test'.
  13. Select 'Resulted' for the "Complete Blood Count" order.
  14. Validate the 'Ordered By' field is in first name, last name and credentials format and close dialog.
  15. Select the icon for "Complete Blood Count" order.
  16. Validate the 'Panel Details' contains the medical director with their credentials after their name.
  17. Click [Cancel].
  18. Select "Client A" and access the 'POC Results Entry' form.
  19. Validate that the 'Include Inactive Orders' is defaulted to "No".
  20. Select the "Complete Blood Count" order in the 'Order' field.
  21. Select "Yes" in the 'Include Resulted Collections' field.
  22. Validate the 'Collection' field contains the "Collection Date, Collection Time and the staff who collected the specimen along with the staff member's credentials".
  23. Validate that "Correct" is selected by default in the 'Add/Edit/Void' field.
  24. Validate the 'Collecting Staff' field contains the staff member associated with "User A" and their credentials.
  25. Validate the 'Specimen Collection Time' field contains the collection time.
  26. Validate the 'Result Time' field contains the current time.
  27. Validate that the 'Field Name' field contains "117".
  28. Set the 'Field Name' field to "125" and click [File].
  29. Select "Client A" and access the 'POC Results Entry' form.
  30. Validate that the 'Include Inactive Orders' field is defaulted to "No".
  31. Select the "Complete Blood Count" order in the 'Order' field.
  32. Select "Yes" in the 'Include Resulted Collections' field.
  33. Validate the 'Collection' field contains the "Collection Date, Collection Time and the staff who collected the specimen along with the staff member's credentials".
  34. Validate that "Correct" is selected by default in the 'Add/Edit/Void' field.
  35. Validate the 'Collecting Staff' field contains the staff member associated with "User A" and their credentials.
  36. Select "Void" in the 'Add/Correct/Void' field.
  37. Enter any value in the 'Void Comments' field.
  38. Click [File].
Flow Sheet - Ordered By
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Avatar eMAR
  • POC Results Entry
  • Flowsheet
Scenario 1: POC Results Entry - Collecting Specimen for a lab order as a user with association to a staff member - Add a Result / Correct a Result / Void a Result
Specific Setup:
  • An 'Observation Definition' must exist where the following applies: 'Select Observation' = "Gas flow.O2 O2 delivery sys (8839-3)" - 'Observation ID Code' = "Aortic root Oxygen saturation (8839-3)" - 'Field Name' = "Gas flow.O2 O2 delivery sys" - 'Observation Value Unit' = "mg" - 'Observation Value Field Type' = "Integer" - 'Sex/Age Range' = "0+" with a Normal Reference Range of "95-100" - an abnormal Reference Range of "85-94" with an 'Abnormal Code' = "Below low normal (L)" - an abnormal Reference Range of "80-84" with an 'Abnormal Code' = "Below lower panic limits" - select any value in the 'Save as a Vital Sign' field. (Observation Definition A).
  • A 'Test Definition' must exist where the following applies: 'Test Name' = "Oxygen Saturation ages 0+" - 'LOINC Code' = "Aortic root Oxygen saturation (8839-3)" - 'Order Codes' = "Complete Blood Count" and "Red Blood Cell Count" - 'Observation' = "Gas flow. O2 O2 delivery sys (8893-3)" - 'Require Observation' = "Yes" - 'Require Specimen Type' = "No" - 'Default Specimen Type' = "Blood, Whole" - 'Require Specimen Site' = "No" - 'Default Specimen Site' = no value - 'Associated Form' = "non-episodic CWS user defined form". (Test Definition A)
  • One user must exist in the application, who is associated to a staff member (User A).
  • "User A" must be logged into the application.
  • 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 "Complete Blood Count" order for 'Client A'.
  3. Access the 'eMAR' widget.
  4. Click the 'Lab Orders' tab.
  5. Complete the 'Specimen Collection' for the "Complete Blood Count" order.
  6. Validate that "Client A" is selected and access the 'POC Results Entry' form.
  7. Validate that 'Include Inactive Orders' is defaulted to "No".
  8. Select the "Complete Blood Count" in the 'Order' field.
  9. Set the 'Field Name' field to "117" and validate that "mg" is displayed next to it.
  10. Click [File].
  11. Access the 'Flow Sheet' tab.
  12. Click the 'Lab' tab and 'Test'.
  13. Select 'Resulted' for the "Complete Blood Count" order.
  14. Validate the 'Ordered By' field is in first name, last name and credentials format and close dialog.
  15. Select the icon for "Complete Blood Count" order.
  16. Validate the 'Panel Details' contains the medical director with their credentials after their name.
  17. Click [Cancel].
  18. Select "Client A" and access the 'POC Results Entry' form.
  19. Validate that the 'Include Inactive Orders' is defaulted to "No".
  20. Select the "Complete Blood Count" order in the 'Order' field.
  21. Select "Yes" in the 'Include Resulted Collections' field.
  22. Validate the 'Collection' field contains the "Collection Date, Collection Time and the staff who collected the specimen along with the staff member's credentials".
  23. Validate that "Correct" is selected by default in the 'Add/Edit/Void' field.
  24. Validate the 'Collecting Staff' field contains the staff member associated with "User A" and their credentials.
  25. Validate the 'Specimen Collection Time' field contains the collection time.
  26. Validate the 'Result Time' field contains the current time.
  27. Validate that the 'Field Name' field contains "117".
  28. Set the 'Field Name' field to "125" and click [File].
  29. Select "Client A" and access the 'POC Results Entry' form.
  30. Validate that the 'Include Inactive Orders' field is defaulted to "No".
  31. Select the "Complete Blood Count" order in the 'Order' field.
  32. Select "Yes" in the 'Include Resulted Collections' field.
  33. Validate the 'Collection' field contains the "Collection Date, Collection Time and the staff who collected the specimen along with the staff member's credentials".
  34. Validate that "Correct" is selected by default in the 'Add/Edit/Void' field.
  35. Validate the 'Collecting Staff' field contains the staff member associated with "User A" and their credentials.
  36. Select "Void" in the 'Add/Correct/Void' field.
  37. Enter any value in the 'Void Comments' field.
  38. Click [File].
Avatar CareFabric - Specimen Source - Specimen Site
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Avatar eMAR
  • POC Results Entry
  • Flowsheet
Scenario 1: POC Results Entry - Add a Result - Microbiology
Steps

Internal Testing Only
Topics
• Avatar eMAR • NX • eMAR
Update 58 Summary | Details
ProviderConnect Enterprise - Diagnosis
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • ProviderConnect Enterprise Action Log
Scenario 1: ProviderConnect Enterprise - Validate the 'PutDiagnosis' and 'PutDiagnosisEntry' actions
Specific Setup:
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be defined for a valid managing organization.
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).
  • A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).
Steps
  1. Select "Client A" and access the 'Diagnosis' form.
  2. Select the episode mapped to the managing organization from the Pre-Display.
  3. Click [OK].
  4. Select the desired value in the 'Type Of Diagnosis' field.
  5. Enter the desired date in the 'Date Of Diagnosis' field.
  6. Enter the desired time in the 'Time Of Diagnosis' field.
  7. Click [New Row].
  8. Enter the desired value in the 'Diagnosis Search' field.
  9. Validate the 'Ranking' field contains "Primary".
  10. Enter "Practitioner A" in the 'Diagnosing Practitioner' field.
  11. Select the "Additional Diagnosis Information" section.
  12. Select the desired value in the 'Trauma (CSI)' field.
  13. Select the desired value(s) in the 'General Medical Condition Summary Code (CSI)' field.
  14. Select "Yes" in the 'Substance Abuse / Dependence (CSI)' field.
  15. Select the desired value in the 'Substance Abuse / Dependence Diagnosis (CSI)' field.
  16. Click [Submit].
  17. Validate a "Pre-Display Confirmation" message is displayed stating: Do you want to return to Pre-Display?
  18. Click [No].
  19. Access the 'ProviderConnect Enterprise Action Log'.
  20. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  21. Enter the desired times in the 'From Time' and 'Through Time' fields.
  22. Select the desired organization in the 'Managing Organization' field.
  23. Select "PutDiagnosis" in the 'Action Name' field.
  24. Click [View Action Log].
  25. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  26. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutDiagnosis' action that was triggered from the 'Diagnosis' form with a "Success" result.
  27. Close the report.
  28. Select "PutDiagnosisEntry" in the 'Action Name' field.
  29. Click [View Action Log].
  30. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  31. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutDiagnosisEnry' action that was triggered from the 'Diagnosis' form with a "Success" result.
  32. Close the report and the form.
Scenario 2: ProviderConnect Enterprise - Diagnosis - validate sending existing data
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.
  • 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 the client's date of birth in the 'Date Of Birth' field.
  15. Enter the client'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. Click [Submit].
  20. Access the 'Diagnosis' form for the new client.
  21. Select "Admission" in the 'Type Of Diagnosis' field.
  22. Enter the desired time in the 'Time of Diagnosis' field.
  23. Click [New Row].
  24. Enter the desired value in the 'Diagnosis Search' field.
  25. Enter "Practitioner A" in the 'Diagnosing Practitioner' field.
  26. Click [Submit].
  27. Access the 'Admission' form for the new client.
  28. Select the existing episode and click [Edit].
  29. Select the "ProviderConnect Enterprise Identifiers" section.
  30. Click [Add New Item].
  31. Select the defined managing organization in the 'External Organization' field.
  32. Click [Search].
  33. Select the matching client record in the 'Select Matching Client Record' dialog.
  34. Click [OK].
  35. Validate the 'External ID' field contains the client ID for the client in the managing organization's system.
  36. Click [Update Demographics].
  37. Validate an "Information" message is displayed stating: Client Demographics Information Updated.
  38. Click [OK].
  39. Select the "Demographics" section.
  40. Validate demographic fields have been updated to match the managing organizations record.
  41. Click [Submit].
  42. Access the 'ProviderConnect Enterprise Action Log'.
  43. Enter the desired date in the 'From Date' and 'Through Date' fields.
  44. Enter the desired time in the 'From Time' and 'Through Time' fields.
  45. Select the desired organization in the 'Managing Organization' field.
  46. Click [View Action Log].
  47. Verify the 'ProviderConnect Enterprise Action Log' Report is displayed. Please note: this may take a few minutes to display the data being sent.
  48. 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".
  49. Validate the 'ProviderConnect Enterprise Action Log' Report contains a row for the 'PutDiagnosis' action that was triggered from the 'Admission' form with a result of "Success".
  50. Close the report and the form.
Topics
• Diagnosis • ProviderConnect Enterprise
Update 62 Summary | Details
Avatar CareFabric - Diagnosis Search
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
Scenario 1: Query for External CCD - Search, Preview, Save CCD's and validate SDK actions are triggered
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Access the 'Query for External CCD' form.
  2. Select "Client A" in the 'Client Search' field.
  3. Select an organization in the 'Organization Name or Zip' field.
  4. Click [Search CCDs].
  5. Select a CCD in the 'Available CCDs' field.
  6. Enter the desired provider in the 'Provider Referred To' field.
  7. Click [Preview].
  8. Validate the CCD is displayed and close it.
  9. Click [Save].
  10. Validate an "Information" message is displayed stating: Saved.
  11. Click [OK] and close the form.
  12. Access the 'CareFabric Monitor' form.
  13. Enter the current date in the 'From Date' and 'Through Date' fields.
  14. Enter "Client A" in the 'Client ID' field.
  15. Enter "ExternalDataAckowledgementCreated" in the 'Event/Action Search' field.
  16. Click [View Activity Log].
  17. Validate the 'CareFabric Monitor Report' contains an 'ExternalDataAcknowledgementCreated' record.
  18. Click [Click To View Record].
  19. Validate the 'referredToProviderID' - 'id' field contains the provider ID selected in the previous steps.
  20. Close the report and the form.
  21. Access Crystal Reports or other SQL Reporting Tool.
  22. Create a report using the 'SYSTEM.ccd_tempstorage' table.
  23. Validate a row is displayed for the CCD saved in the previous steps.
  24. Validate the 'PATID' field contains "Client A".
  25. Validate the 'provider_referred_to' field contains the provider ID selected in the previous steps.
  26. Validate the 'provider_referred_to_name' field contains the provider name selected in the previous steps.
  27. Close the report.
Scenario 2: Console Widget Viewer: CCD Display
Specific Setup:
  • The 'External Document' widget and 'Console Widget Viewer' are on the HomeView.
  • A client has available CCD's (Client A).
Steps
  1. Select "Client A" and navigate to the 'External Documents' widget.
  2. Enter the desired provider in the 'Provider Referred To' field. Please Note: the 'Provider Referred To' field should be entered prior to clicking [Search]. If the 'Provider Referred To' value is changed, then [Search] will need to be clicked again after updating the provider.
  3. Click [Search].
  4. Validate the 'External Documents' widget contains a document.
  5. Click [View].
  6. Validate the CCD detail is displayed in the 'Console Widget Viewer'.
  7. Click [Save] and [Close All].
  8. Access the 'CareFabric Monitor' form.
  9. Enter the current date in the 'From Date' and 'Through Date' fields.
  10. Enter "Client A" in the 'Client ID' field.
  11. Enter "ExternalDataAckowledgementCreated" in the 'Event/Action Search' field.
  12. Click [View Activity Log].
  13. Validate the 'CareFabric Monitor Report' contains an 'ExternalDataAcknowledgementCreated' record.
  14. Click [Click To View Record].
  15. Validate the 'referredToProviderID' - 'id' field contains the provider ID selected in the previous steps.
  16. Close the report and the form.
  17. Access Crystal Reports or other SQL Reporting Tool.
  18. Create a report using the 'SYSTEM.ccd_tempstorage' table.
  19. Validate a row is displayed for the CCD saved in the previous steps.
  20. Validate the 'PATID' field contains "Client A".
  21. Validate the 'provider_referred_to' field contains the provider ID selected in the previous steps.
  22. Validate the 'provider_referred_to_name' field contains the provider name selected in the previous steps.
  23. Close the report.
Scenario 3: Diagnosis - Diagnosis Entry
Specific Setup:
  • Client must be enrolled in an active episode and have a diagnosis on file (Client A).
Steps
  1. Select "Client A" and access the ‘Diagnosis’ form.
  2. Select the diagnosis row to edit.
  3. Click [Edit].
  4. Click [New Row].
  5. Search for and select the desired value in the 'Diagnosis Search' field.
  6. Validate the 'Diagnosis Search' returns the expected diagnoses.
  7. Populate all required and desired fields.
  8. Click [Submit] and [No].
  9. Select "Client A" and access the 'Diagnosis' form.
  10. Select the diagnosis row edited in the previous steps.
  11. Click [Edit].
  12. Validate the newly added diagnosis row is displayed.
  13. Close the form.
Scenario 4: Validate the 'RADplus->IMO Diagnosis Web Service->ICD-10 Diagnosis Search->->->URL' registry setting
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Registry Settings' form.
  2. Search for and select the "RADplus->IMO Diagnosis Web Service->ICD-10 Diagnosis Search->->->URL" registry setting.
  3. Validate the 'Registry Setting Details' field contains "Enter or update the URL for the ICD-10 Diagnosis code web search. Please note: If the 'Avatar CareFabric' module is loaded and enabled (requires Avatar CareFabric 2018 Update #22 and Avatar CareFabric 2022 Update #62) then the SDK based services will be used."
  4. Close the form.
  5. Select "Client A" and access the 'Diagnosis' form.
  6. Click [Add] to add a new record.
  7. Select the desired value in the 'Type Of Diagnosis' field.
  8. Enter the desired date in the 'Date Of Diagnosis' field.
  9. Enter the desired time in the 'Time Of Diagnosis' field.
  10. Click [New Row].
  11. Search for and select the desired diagnosis in the 'Diagnosis Search' field.
  12. Validate the 'Diagnosis Search' returns the expected diagnoses.
  13. Select the desired practitioner in the 'Diagnosing Practitioner' field.
  14. Populate any other desired fields.
  15. Click [Submit] and [Yes] to return to the pre-display.
  16. Validate the pre-display contains the diagnosis filed in the previous steps.
  17. Select the new diagnosis record and click [Edit].
  18. Validate all previously filed diagnosis data is displayed.
  19. Close the form.
Topics
• CareFabric • Diagnosis • Registry Settings
Update 65 Summary | Details
Medical Note - Medication Orders
Scenario 1: Medication Orders - Validate the ' ListEhrMedicationOrder' SDK action
Steps

Internal Testing Only.

Medical Note - Send Last Completed Document by Author
Scenario 1: Validate the 'GetIntegratedCareVisitType' SDK action
Steps

Internal Testing Only.

Diagnosis - Time of Diagnosis
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document.Diagnosis
  • Note Details
Scenario 1: Add Diagnosis - Verify the Military Time for "Time of Diagnosis"
Specific Setup:
  • The 'Enable Military Time' registry setting is set to "Y". This must be done by a Netsmart Associate.
  • 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
  • The 'Medical Note' widget accessible on the HomeView
Steps
  1. Log into Avatar with a Provider login credentials.
  2. Select "Client A" and select "Medical Note" widget.
  3. Verify the existence of "Clinical Summary" tab.
  4. Click [Add Note].
  5. Verify the existence of the "Note Details".
  6. Click the "Episode" drop down list and select the desired episode from the "Episode" drop down list.
  7. Complete the required fields in "Note Details" and verify the existence of the "Clinical Summary" tab.
  8. Click on [Document] tab.
  9. Click on [Diagnosis].
  10. Click on [Add].
  11. Set "Diagnosis Type" as "Update".
  12. Verify the "Time of Diagnosis" is displayed in military time and matches the progress note start time.
  13. Click on [Add New Diagnosis].
  14. Verify the "Time of Diagnosis" is displayed in military time and matches the progress note start time.
  15. Set "Diagnosis Description" to any diagnosis and complete the required fields.
  16. Click on [Save New Diagnosis].
  17. Click on [Save Diagnosis Set].
  18. Verify the "Diagnosis Date and Time" is displayed in military time.
  19. Verify the "Diagnosis Date and Time" matches the "Time of Diagnosis" and progress note start time.
Topics
• Active Medications • CareFabric • eMAR • ListEhrMedicationOrder • Medical Note • GetIntegratedCareVisitType • Diagnosis • Progress Notes
Update 66 Summary | Details
CareFabric action 'LookupImplantableDevice' is modified for 'DeviceTypeCode'.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Message Payload
  • Crystal Reports or other SQL Reporting tool - Field Explorer
Scenario 1: SDK Action "LookupImplantableDevice"
Steps

Internal Testing Only
Topics
• CareFabric • Query/Reporting
Update 67 Summary | Details
Medical Note - Add-On Services
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Finalize.Add-On Services
  • Note Details
  • Medical Note
  • HomeView - My To Do's widget
  • Client Ledger
  • Program Maintenance
Scenario 1: Medical Note - Validate add-on codes when filtering service codes by 'Insurance Charge Category'
Specific Setup:
  • Have two users: [UserA] and [UserB]
  • Both users have the "My To Do's" widget on their home view
  • [User A] must be defined as a "Provider" and have the following:
  • The 'Medical Note' widget accessible on the HomeView
  • A client enrolled in an existing episode (Client A and Episode A)
  • Document routing must be enabled for the Medical Note Progress Note
  • User with access to the 'Client Ledger' form
  • [UserB] with existing practitioner enrolled in Medical Note
  • [User A] has access to the "Registry Settings-PM" form:
  • The 'Activate Program/Service Code Filter' registry setting is set to "Y"
  • The 'Enable Multiple Add-On Code Per Primary Code Functionality' registry setting is set to "Y"
  • Two add-on service codes must be defined (Add-On 1 & Add-On 2)
  • A service code must be defined with an associated CPT Code (CPT Code A) and is assigned the "Add-On 1" and "Add-On 2" add-on service codes (Service Code A).
  • "Service Code A", "CPT Code A", and "Add-On 1" must be defined with the same 'Insurance Charge Category' which can be done in the 'Service Codes' form (Insurance Category A).
  • A Service Program (Service Program A) must be filtered by "Insurance Charge Category".
  • Insurance Charge Category (Insurance Charge Category A) is selected in the 'Insurance Charge Category' field. This must be done in the 'Program Maintenance' form.
Steps
  1. Log into Avatar with a Provider login credentials.
  2. Select "Client A" and select 'Medical Note' widget.
  3. Verify the existence of the 'Facesheet' tab.
  4. Click [Add Note].
  5. Verify the existence of the 'Note Details'.
  6. Select "Episode A" from the 'Episode' field.
  7. Select "Service Program A" from the 'Service Program' field.
  8. Set 'Service Code' field to "Service Code A".
  9. Complete the required fields in 'Note Details' and click [Save].
  10. Verify the existence of the 'Facesheet' tab.
  11. Click the 'Document' tab and complete all the required fields.
  12. Click the 'Finalize' tab and complete all the required fields.
  13. Be sure to fill out the 'CPT Selection' section by selecting a CPT code that is defined to include add-on codes (Add-On 1 & Add-On 2).
  14. Navigate to the 'Add-On Services' field.
  15. Click [Add] and click the 'Add-On Service' field.
  16. Validate only the add-on code associated with the "Insurance Charge Category A" is displayed in the 'Add-On Service' field.
  17. Select “Add-On 1” from the 'Add-On Service' field.
  18. Complete the required fields and click [Save].
  19. Validate “Add-On 1” is successfully saved in 'Add-On Service' field.
  20. Click [Generate Note].
  21. Select "Complete" in the 'Completion Status' field.
  22. Click [Signed Off].
  23. Verify Sign Off process completes.
  24. Verify the existence of the 'Document Routing' form.
  25. Verify that the "Add on Services" information is included toward the end of the progress note.
  26. At the 'Confirm Document' screen, click [Accept and Route].
  27. Enter the password for [UserA] in the 'Verify Password' field.
  28. Click [OK].
  29. At the 'Route Document To' screen, search for [UserB] in the 'Add Approver' field.
  30. Click [Add].
  31. Validate [UserB] is added as an "Approver" and the 'Approver' check box is selected.
  32. Click [Submit].
  33. Log in as [UserB].
  34. Navigate to the 'My To Do's' widget.
  35. Locate the To Do just routed and click [Approve Document].
  36. Verify that the "Add on Services" information is included toward the end of the progress note.
  37. Click [Accept].
  38. Validate the To Do is removed from the list.
  39. Log into Avatar as [UserA].
  40. Access the 'Client Ledger' form.
  41. Select "Client A" in the 'Client ID' field.
  42. Select "Episode" from the 'All Episodes - Claim/Episode/All Episodes' field.
  43. Select the episode the appointment was created for from the 'Episode Number' field.
  44. Select "Simple" in the 'Ledger Type' field.
  45. Click [Process].
  46. Verify that the ledger displays the service code from the posted appointment.
  47. Verify that the ledger displays the add-on charge codes from the posted appointment.
  48. Click [Dismiss] and close the form.
Scenario 2: Medical Note - Verify multiple add-on charge codes with Document Routing and validate services in the 'Client Ledger' form
Specific Setup:
  • Test client (Client A) enrolled in a existing service program
  • Service program must be filtered by "Individual Service Codes". This must be done in the 'Program Maintenance' form
  • Existing E&M service codes and non-E&M service codes are assigned to the current program
  • A Service Code must exist with the assigned add-on service codes
  • Tester must schedule two appointments (Appointment A and Appointment B) for the current date
  • Document routing must be enabled for the Medical Note Progress Note
  • Registry Setting "Enable Multiple Add-On code Per Primary Code Functionality" is enabled
  • User with access to the 'Client Ledger' form
Steps
  1. Open the "Medical Note" widget.
  2. Open "Appointment A" that was created in preconditions.
  3. Enter data for any of the required sections.
  4. Navigate to the "Finalize" tab.
  5. Be sure to fill out the "CPT Selection" section by selecting a CPT code that is defined to include "Add on Services".
  6. Make sure to select at least one of the "Add On Services" that are attached to the CPT code.
  7. Generate the progress note.
  8. Once the medical note is completed, click "Sign Off".
  9. Note that the "Add on Services" information is included toward the end of the progress note.
  10. Click "Accept" on the .tif preview screen.
  11. Open the 'Client Ledger' form for the test client.
  12. Select "Client A" in the 'Client ID' field.
  13. Select "Episode" from the 'All Episodes - Claim/Episode/All Episodes' field.
  14. Select the episode the appointment was created for from the 'Episode Number' field.
  15. Select "Simple" in the 'Ledger Type' field.
  16. Click [Process].
  17. Verify that the ledger displays the service code from the posted appointment.
  18. Verify that the ledger displays the add-on charge codes from the posted appointment.
  19. Click [Dismiss].
  20. Open "Appointment B" that was created in preconditions.
  21. Enter data for any of the required sections.
  22. Navigate to the "Finalize" tab.
  23. Be sure to fill out the "CPT Selection" section by selecting a CPT code that is defined to include "Add on Services".
  24. Make sure to select at least one of the "Add on Services" that are attached to the CPT code.
  25. Generate the progress note.
  26. Once the medical note is completed, click "Sign Off".
  27. Note that the "Add on Service" information is included toward the end of the progress note.
  28. Click "Accept&Route" on the .tif preview screen and route the document to a supervisor or approver.
  29. Log in to Avatar as the user the document was routed to.
  30. In the "myToDo" widget, approve the document that was routed to that user.
  31. Open the 'Client Ledger' form for the test client.
  32. Select "Client A" in the 'Client ID' field.
  33. Select "Episode" from the 'All Episodes - Claim/Episode/All Episodes' field.
  34. Select the episode the appointment was created for from the 'Episode Number' field.
  35. Select "Simple" in the 'Ledger Type' field.
  36. Click [Process].
  37. Verify that the ledger displays the service code from the posted appointment.
  38. Verify that the ledger displays the add-on charge codes from the posted appointment.
  39. Click [Dismiss].
  40. Validate that a 'Form Return' message is displayed stating: Processing report has completed. Do you wish to return to form?
  41. Click [No].
Scenario 3: Cal-PM - Validate service program is filtered by service code in 'Program Maintenance' form
Specific Setup:
  • User with existing Provider login credentials in Avatar Cal-PM
  • User with access to 'Program Maintenance' form
  • User with existing service program setup in "Program Maintenance" form (Program A)
Steps
  1. Access the 'Program Maintenance' form.
  2. Select "Edit" in the 'Add Or Edit Program' field.
  3. Select "Program A" in the 'Program' field.
  4. Verify the existing data is displayed for "Program A".
  5. Click the "Assign Services To Program" tab.
  6. Verify the service program is filtered by service code in 'Program Maintenance' form
  7. Click [Close Form] and close the form.
Topics
• Add-On • CareFabric • CPT • Medical Note • Progress Notes • Service Codes
Update 68 Summary | Details
Avatar CareFabric - support for the 'Problem List' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (CWS)
  • Problem List
  • CareFabric Monitor
Scenario 1: 'Problem List' form - Validate the 'ClientRecordedStatusCreated', 'ClientRecordedStatusUpdated', and 'ClientRecordedStatusDeleted' SDK events
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Must have the following dictionary values defined for the "(16214) Status" CWS dictionary for 'Problem Status':
  • (A) Active
  • (I) Inactive
  • (V) Voided
  • The following extended dictionaries must be defined for the "(16214) Status" CWS dictionary values for 'Problem Status':
  • (16254) ONC Clinical Status
  • (16255) ONC Verified Status
Steps
  1. Select "Client A" and access the 'Problem List' form.
  2. Click [View/Enter Problems].
  3. Enter the desired new problem.
  4. Select "Active" in the 'Status' field.
  5. Enter the desired value in the 'Comments' field. Please note: the 'ClientRecordedStatusCreated' and 'ClientRecordedStatusUpdated' SDK events will only be triggered when this field is populated.
  6. Click [Save] and [Submit].
  7. Access the 'CareFabric Monitor' form.
  8. Enter the current date in the 'From Date' and 'Through Date' fields.
  9. Enter "Client A" in the 'Client ID' field.
  10. Enter "ClientRecordedStatusCreated" in the 'Event/Action Search' field.
  11. Click [View Activity Log].
  12. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusCreated" record for "Client A".
  13. Click [Click To View Record].
  14. Validate the 'clientID' - 'id' field contains "Client A".
  15. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the status selected.
  16. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the status selected.
  17. Validate the 'narrative' field contains the value entered in the 'Comments' field in the 'Problem List' form.
  18. Validate the 'statusCode' - 'code' field contains "A".
  19. Validate the 'statusCode' - 'displayName' field contains "Active"
  20. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the status selected.
  21. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the status selected.
  22. Close the report and the form.
  23. Select "Client A" and access the 'Problem List' form.
  24. Click [View/Enter Problems].
  25. Validate the problem filed in the previous steps is displayed.
  26. Select "Inactive" in the 'Status' field.
  27. Enter any new value in the 'Comments' field.
  28. Click [Save] and [Submit].
  29. Access the 'CareFabric Monitor' form.
  30. Enter the current date in the 'From Date' and 'Through Date' fields.
  31. Enter "Client A" in the 'Client ID' field.
  32. Enter "ClientRecordedStatusUpdated" in the 'Event/Action Search' field.
  33. Click [View Activity Log].
  34. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusUpdated" record for "Client A".
  35. Click [Click To View Record].
  36. Validate the 'clientID' - 'id' field contains "Client A".
  37. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the new status selected.
  38. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the new status selected.
  39. Validate the 'narrative' field contains the new value entered in the 'Comments' field in the 'Problem List' form.
  40. Validate the 'statusCode' - 'code' field contains "I".
  41. Validate the 'statusCode' - 'displayName' field contains "Inactive"
  42. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the new status selected.
  43. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the new status selected.
  44. Select "Client A" and access the 'Problem List' form.
  45. Click [View/Enter Problems].
  46. Validate the problem filed in the previous steps is displayed.
  47. Delete the existing value in the 'Comments' field. This will trigger the 'ClientRecordedStatusDeleted' SDK event.
  48. Click [Save] and [Submit].
  49. Access the 'CareFabric Monitor' form.
  50. Enter the current date in the 'From Date' and 'Through Date' fields.
  51. Enter "Client A" in the 'Client ID' field.
  52. Enter "ClientRecordedStatusDeleted" in the 'Event/Action Search' field.
  53. Click [View Activity Log].
  54. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusDeleted" record for "Client A".
  55. Validate the 'clientID' - 'id' field contains "Client A".
  56. Validate the 'clinicalStatusCode' field contains "null".
  57. Validate the 'narrative' field contains "null".
  58. Validate the 'statusCode' field contains "null".
  59. Validate the 'verificationStatusCode' field contains "null".
  60. Close the report and the form.
  61. Select "Client A" and access the 'Problem List' form.
  62. Click [View/Enter Problems].
  63. Validate the problem filed in the previous steps is displayed.
  64. Enter the desired value in the 'Comments' field.
  65. Click [Save] and [Submit].
  66. Access the 'CareFabric Monitor' form.
  67. Enter the current date in the 'From Date' and 'Through Date' fields.
  68. Enter "Client A" in the 'Client ID' field.
  69. Enter "ClientRecordedStatusUpdated" in the 'Event/Action Search' field.
  70. Click [View Activity Log].
  71. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusUpdated" record for "Client A".
  72. Click [Click To View Record].
  73. Validate the 'clientID' - 'id' field contains "Client A".
  74. Validate the 'narrative' field contains the new value entered in the 'Comments' field in the 'Problem List' form.
  75. Validate all other data is displayed as expected.
  76. Close the report and the form.
  77. Select "Client A" and access the 'Problem List' form.
  78. Click [View/Enter Problems].
  79. Validate the problem filed in the previous steps is displayed.
  80. Select "Voided" in the 'Status' field. This will also trigger the 'ClientRecordedStatusDeleted' SDK event.
  81. Click [Save] and [Submit].
  82. Access the 'CareFabric Monitor' form.
  83. Enter the current date in the 'From Date' and 'Through Date' fields.
  84. Enter "Client A" in the 'Client ID' field.
  85. Enter "ClientRecordedStatusDeleted" in the 'Event/Action Search' field.
  86. Click [View Activity Log].
  87. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusDeleted" record for "Client A".
  88. Validate the 'clientID' - 'id' field contains "Client A".
  89. Validate the 'clinicalStatusCode' field contains "null".
  90. Validate the 'narrative' field contains "null".
  91. Validate the 'statusCode' field contains "null".
  92. Validate the 'verificationStatusCode' field contains "null".
  93. Close the report and the form.
Avatar CareFabric - 'Problem List' and 'Allergies and Hypersensitivities' forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (CWS)
  • Allergies and Hypersensitivities
  • CareFabric Monitor
  • Problem List
Scenario 1: 'Allergies and Hypersensitivities' form - Validate the 'AllergyCreated' and 'AllergyUpdated' SDK events
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Must have the following dictionary values defined for the "(10001) Status" CWS dictionary for 'Allergy Status':
  • (C) Confirmed
  • (I) Inactive
  • The following extended dictionaries must be defined for the "(10001) Status" CWS dictionary values for 'Allergy Status':
  • (13006) ONC Clinical Status
  • (13007) ONC Verified Status
Steps
  1. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  2. Click [Update] and [New Row].
  3. Enter the desired new allergy.
  4. Select "Confirmed" in the 'Status' field.
  5. Populate any other required and desired fields.
  6. Click [Save] and [Submit].
  7. Access the 'CareFabric Monitor' form.
  8. Enter the current date in the 'From Date' and 'Through Date' fields.
  9. Click [View Activity Log].
  10. Validate the 'CareFabric Monitor Report' contains a "AllergyCreated" record.
  11. Click [Click To View Record].
  12. Validate the 'clientID' - 'id' field contains "Client A".
  13. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the status selected.
  14. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the status selected.
  15. Validate the 'statusCode' - 'displayName' field contains "Confirmed".
  16. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the status selected.
  17. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the status selected.
  18. Validate all other allergy data displays as expected.
  19. Close the report and the form.
  20. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  21. Click [Update].
  22. Validate the 'Allergies' grid contains the allergy filed in the previous steps.
  23. Select "Inactive" in the 'Status' field.
  24. Click [Save] and [Submit].
  25. Access the 'CareFabric Monitor' form.
  26. Enter the current date in the 'From Date' and 'Through Date' fields.
  27. Click [View Activity Log].
  28. Validate the 'CareFabric Monitor Report' contains a "AllergyUpdated" record.
  29. Click [Click To View Record].
  30. Validate the 'clientID' - 'id' field contains "Client A".
  31. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the new status selected.
  32. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the new status selected.
  33. Validate the 'statusCode' - 'displayName' field contains "Inactive".
  34. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the new status selected.
  35. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the new status selected.
  36. Validate all other allergy data displays as expected.
  37. Close the report and the form.
Scenario 2: 'Problem List' form - Validate the 'ProblemCreated' and 'ProblemUpdated' SDK events
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Must have the following dictionary values defined for the "(16214) Status" CWS dictionary for 'Problem Status':
  • (A) Active
  • (I) Inactive
  • The following extended dictionaries must be defined for the "(16214) Status" CWS dictionary values for 'Problem Status':
  • (16254) ONC Clinical Status
  • (16255) ONC Verified Status
Steps
  1. Select "Client A" and access the 'Problem List' form.
  2. Click [View/Enter Problems].
  3. Enter the desired new problem.
  4. Select "Active" in the 'Status' field.
  5. Populate any other required and desired fields.
  6. Click [Save] and [Submit].
  7. Access the 'CareFabric Monitor' form.
  8. Enter the current date in the 'From Date' and 'Through Date' fields.
  9. Click [View Activity Log].
  10. Validate the 'CareFabric Monitor Report' contains a "ProblemCreated" record.
  11. Click [Click To View Record].
  12. Validate the 'clientID' - 'id' field contains "Client A".
  13. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the status selected.
  14. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the status selected.
  15. Validate the 'statusCode' - 'displayName' field contains "Active".
  16. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the status selected.
  17. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the status selected.
  18. Validate all other problem data displays as expected.
  19. Close the report and the form.
  20. Select "Client A" and access the 'Problem List' form.
  21. Click [View/Enter Problems].
  22. Validate the 'Problem List' grid is displayed and contains the problem filed in the previous steps.
  23. Select "Inactive" in the 'Status' field for the existing problem.
  24. Click [Save] and [Submit].
  25. Access the 'CareFabric Monitor' form.
  26. Enter the current date in the 'From Date' and 'Through Date' fields.
  27. Click [View Activity Log].
  28. Validate the 'CareFabric Monitor Report' contains a "ProblemUpdated" record.
  29. Click [Click To View Record].
  30. Validate the 'clientID' - 'id' field contains "Client A".
  31. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the new status selected.
  32. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the new status selected.
  33. Validate the 'statusCode' - 'displayName' field contains "Inactive".
  34. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the new status selected.
  35. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the new status selected.
  36. Validate all other problem data displays as expected.
  37. Close the report and the form.
Topics
• CareFabric • Problem List • Allergies • CareFabric Monitor
Update 70 Summary | Details
Avatar CareFabric - SDK events
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
  • Discharge
  • Progress Notes (Group and Individual)
Scenario 1: 'Admission' form - Validate the 'ProgramAdmissionCreated' payload
Specific Setup:
  • Multiple system code functionality is not enabled.
Steps
  1. Access the 'Admission' form.
  2. Verify the 'Select Client' dialog is displayed.
  3. Enter any new value in the 'Last Name' and 'First Name' fields.
  4. Select any value in the 'Sex' field.
  5. Click [Search].
  6. Validate a "Search Results" message is displayed stating: No matches found.
  7. Click [New Client].
  8. Validate a "Client" message displays indicating "Auto Assign Next ID Number?"
  9. Click [Yes].
  10. Enter the current date in the 'Preadmit/Admission Date' field.
  11. Enter the current time in the 'Preadmit/Admission Time' field.
  12. Select the desired program in the 'Program' field.
  13. Enter any value in the 'Type Of Admission' field.
  14. Enter the desired practitioner in the 'Admitting Practitioner' field.
  15. Click [Submit].
  16. Access the 'CareFabric Monitor' form.
  17. Enter the current date in the 'From Date' field.
  18. Enter the current date in the 'Through Date' field.
  19. Enter the client admitted in the previous steps in the 'Client ID' field.
  20. Click [View Activity Log].
  21. Validate the 'CareFabric Monitor Report' is displayed.
  22. Select the 'ProgramAdmissionCreated' activity type.
  23. Click [Click to View Record].
  24. Validate all filed information is populated.
  25. Validate the 'accessTags' - 'type' field contains "tag-External".
  26. Validate the 'accessTags' - 'value' field contains "ProgramCode:#". (NOTE: ProgramCode:# will be the program number that the client was admitted into.)
  27. Close the report and the form.
Scenario 2: 'Discharge' form - Validate the 'ProgramDischargeCreated' payload
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • Multiple system code functionality is not enabled.
Steps
  1. Select "Client A" and access the 'Discharge' form.
  2. Enter the current date in the 'Date Of Discharge' field.
  3. Enter the current time in the 'Discharge Time' field.
  4. Select any value in the 'Type Of Discharge' field.
  5. Enter the desired practitioner in the 'Discharge Practitioner' field.
  6. Select the desired value in the 'Discharge Client Living Arrangement' field.
  7. Enter the desired value in the 'Hospital Discharge Instructions' field.
  8. Click [Submit].
  9. Access the 'CareFabric Monitor' form.
  10. Enter the current date in the 'From Date' field.
  11. Enter the current date in the 'Through Date' field.
  12. Enter "Client A" in the 'Client ID' field.
  13. Click [View Activity Log].
  14. Select "ProgramDischargeCreated" in the 'Activity Type' field.
  15. Click [Click to View Record].
  16. Validate the 'accessTags' - 'type' field contains "tag-External".
  17. Validate the 'accessTags' - 'value' field contains "ProgramCode:#". (NOTE: ProgramCode:# will be the program number that the client was admitted into.)
  18. Validate all other filed information is populated.
  19. Close the report and the form.
Scenario 3: Admission - Admit a client and validate the 'ClientTagUpdated' SDK event
Specific Setup:
  • Multiple sub-system code functionality is enabled.
  • A sub-system code must be defined (Sub-System Code A).
  • A program is defined that is associated to "Sub-System Code A" (Program A).
  • The 'Enable RxConnect Facility ID' registry setting must be set to "Y".
  • A client enrolled in "Program A" (Client A).
  • Must be logged into the root system code (System Code A).
Steps
  1. Access the "Admission" form.
  2. Add 'Admission'.
  3. Add data for all required fields.
  4. Select "Program A".
  5. Click [Submit].
  6. Access the 'CareFabric Monitor' form.
  7. Enter the current date in the 'From Date' field.
  8. Enter the current date in the 'Through Date' field.
  9. Enter 'Client A' in the 'Client ID' field.
  10. Enter 'ClientTagUpdated' in the "Event/Action" field.
  11. Click [View Activity Log].
  12. Validate the 'CareFabric Monitor Report' is displayed.
  13. Validate the 'CareFabric Monitor Report' contains the following activity "type: ClientTagUpdated".
  14. Select the 'ClientTagUpdated' activity label.
  15. Click [Click To View Record].
  16. Validate the "type": "tag-Department", "value": "System Code A".
  17. Validate the "type": "tag-Department", "value": "Sub-System Code A".
  18. Validate the 'accessTags' - 'type' field contains "tag-External".
  19. Validate the 'accessTags' - 'value' field contains "Program A".
  20. Close the report and form.
Scenario 4: 'Progress Notes (Group and Individual)' form - Validate the 'ProgressNoteCreated' payload
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Multiple system code functionality is not enabled.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Enter "Client A" in the 'Select Client' field.
  3. Select any value in the 'Select Episode' field.
  4. Select "New Service" in the 'Progress Note For' field.
  5. Select any value in the 'Note Type' field.
  6. Enter any value in the 'Notes Field' field.
  7. Enter the desired practitioner in the 'Practitioner' field.
  8. Enter the current date in the 'Date Of Service' field.
  9. Enter any value in the 'Service Code' field.
  10. Select "Final" in the 'Draft/Final' field.
  11. Click [File Note].
  12. Validate a "Progress Notes" message is displayed stating: Note Filed.
  13. Click [OK].
  14. Access the 'CareFabric Monitor' form.
  15. Enter the current date in the 'From Date' field.
  16. Enter the current date in the 'Through Date' field.
  17. Enter "Client A" in the 'Client ID' field.
  18. Click [View Activity Log].
  19. Select "ProgressNoteCreated" in the 'Activity Type' field.
  20. Click [Click to View Record].
  21. Validate all progress note data displays as expected.
  22. Close the report and the form.
Topics
• Admission • CareFabric Monitor • Discharge • Progress Notes