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Avatar CareFabric 2022 Monthly Release 2022.03.00 Acceptance Tests

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Update 30 Summary | Details
Avatar CareFabric - support for Carequality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareConnect HIE Configuration
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: CareConnect HIE Configuration - Carequality Configuration - Search Carequality Organizations
Steps
  1. Access the 'CareConnect HIE Configuration' form.
  2. Select the "Carequality Configuration" section.
  3. Enter the desired zip code in the 'Organization Name or Zip' field.
  4. Validate the 'Within N Miles of Zip' field is displayed.
  5. Select the 'Within N Miles of Zip' help message.
  6. Validate the following message is displayed: This field can be used to further limit the external provider results when a zip code is entered.
  7. Close the help message.
  8. Enter the desired value in the 'Within N Miles of Zip' field.
  9. Click [Search].
  10. Validate the applicable organizations are displayed in the 'Select Organization(s)' field.
  11. Select the desired organization in the 'Select Organization(s)' field.
  12. Validate the selected organization is now listed in the 'Organization: Exceptions and Favorites' grid.
  13. Select the desired value in the 'Status' field for the new organization.
  14. Click [Submit].
Scenario 3: Query For External CCD - Field Validations
Specific Setup:
  • A client is 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. Enter the desired zip code in the 'Organization Name or Zip' field.
  4. Validate the 'Within N Miles of Zip' field is displayed.
  5. Select the 'Within N Miles of Zip' help message.
  6. Validate the following message is displayed: This field can be used to further limit the external provider results when a zip code is entered.
  7. Close the help message.
  8. Enter the desired value in the 'Within N Miles of Zip' field.
  9. For Avatar NX users only, please note: due to a known issue with the field display in Avatar NX, please populate the text box below the 'Miles of Zip' field and disregard the text box below the 'Within' field.
  10. Click [Search].
  11. Validate the applicable organizations are displayed in the 'Organizations' grid.
  12. Click [Clear].
  13. Validate the organizations are no longer displayed in the 'Organizations' grid.
  14. Close the form.
Topics
• CareConnect HIE Configuration • Query for External CCD
Update 61 Summary | Details
Avatar CareFabric - Vital Signs
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Vitals Entry
Scenario 1: Validate SDK action "ListVitalSignSet"
Steps
  • Internal Testing Only.
Scenario 2: Validate SDK action "SearchVitalSignSet"
Steps
  • Internal Testing Only.
Scenario 3: Validate SDK action "GetVitalSignSet"
Steps
  • Internal Testing Only.
Vital Signs - The 'ListVitalSignSet' SDK action
Scenario 1: Validate the limitation of the 'ListVitalSignSet' SDK action
Steps
  • Internal Testing Only
Avatar CareFabric - support for vital signs
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Vitals Entry
  • SQL Query/Reporting
Scenario 1: Vitals Entry - Validate the 'SYSTEM.cw_vital_signs' SQL table
Specific Setup:
  • Have a client enrolled in an existing episode (Client A).
  • The user logged into the application must have access to all forms and tables.
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select "Add" in the 'Update Vital Sign' field.
  3. Enter the desired date in the 'Date' field.
  4. Enter the desired time in the 'Time' field.
  5. Select "No" in the 'Refused Vitals' field.
  6. Enter the desired value in the 'Systolic' and 'Diastolic' fields.
  7. Click [Submit] and [No].
  8. Access Crystal Reports or other SQL Reporting Tool.
  9. Create a report using the 'SYSTEM.cw_vital_signs' SQL table.
  10. Validate rows are displayed for the vitals entered in the previous steps.
  11. Validate the 'ID' field contains a unique identifier.
  12. Validate the 'edit_increment_ID' field contains the value as '1' for all the vitals entered in the previous steps.
  13. Validate the 'data_entry_date' field contains the date entered in the previous steps.
  14. Validate the 'data_entry_time' field contains the time entered in the previous steps.
  15. Validate the 'RV reading_value' field contains "No".
  16. Validate the 'BPS reading_value' field contains the value entered in the previous steps.
  17. Validate the 'BPD reading_value' field contains the value entered in the previous steps.
  18. Validate the 'BP vital sign' field contains "Blood Pressure (Label)".
  19. Close the report.
  20. Return to the 'Vitals Entry' form.
  21. Select “Edit” in the ‘Add/Edit/Delete Vital Sign’ field and click [Select Vital Sign].
  22. Select the 1st Vital Entry row and click [OK].
  23. Set the ‘Systolic’ field to"135".
  24. Set the ‘Diastolic’ field to "90".
  25. Set the 'Heart Rate' field to"78".
  26. Set the 'Respiration Rate' field to "108".
  27. Click [Submit] and [No].
  28. Access Crystal Reports or other SQL Reporting Tool.
  29. Create a report using the 'AUDIT.cw_vital_signs' SQL table.
  30. Validate the 'edit_increment_ID' field contains the value as '2' for the vitals edited in the previous steps.
  31. Validate the 'BPS reading_value' field contains the value entered in the previous steps. (ex. 135).
  32. Validate the 'BPD reading_value' field contains the value entered in the previous steps. (ex. 90).
  33. Validate the 'HR reading_value' field contains the value entered in the previous steps. (ex. 78).
  34. Validate the 'RR reading_value' field contains the value entered in the previous steps. (ex. 108).
  35. Close the report.
  36. Return to the 'Vitals Entry' form.
  37. Select “Void” in the ‘Add/Edit/Delete Vital Sign’ field and click [Select Vital Sign].
  38. Select the 1st Vital Entry row and click [OK].
  39. Select any value in the ‘Void Reason’ field.
  40. Click [Submit] and [Yes].
  41. Select “Edit” in the ‘Add/Edit/Delete Vital Sign’ field and click [Select Vital Sign].
  42. Validate “*** VOIDED ***” displays for the 1st Vitals Entry row.
  43. Access Crystal Reports or other SQL Reporting Tool.
  44. Create a report using the 'SYSTEM.cw_vital_signs' SQL table.
  45. Validate rows are displayed for the vitals entered in the previous steps
  46. Validate the 'ID' field contains a unique identifier.
  47. Validate the 'edit_increment_ID' field contains the value as '3' for all the vitals entered in the previous steps.
  48. Create a report using the 'AUDIT.cw_vital_signs' SQL table.
  49. Validate rows are displayed for the vitals added in Step 1.
  50. Validate the 'audit_action_value' field contains "Add" for the vitals added in Step 1.
  51. Validate the 'edit_increment_ID' field contains the value as '1' for the vitals added in Step 1
  52. Validate rows are displayed for the vitals that are edited in Step 3.
  53. Validate the 'audit_action_value' field contains "Edit" for the vitals edited in Step 3.
  54. Validate the 'edit_increment_ID' field contains the value as '2' for the vitals edited in Step 3
  55. Validate rows are displayed for the vitals that are voided in Step 5.
  56. Validate the 'voided_value' field contains "Yes" for the vitals voided in Step 5.
  57. Validate the 'edit_increment_ID' field contains the value as '3' for the vitals voided in Step 5
  58. Close the report.
Scenario 2: 'PutVitalSignSet' SDK action - Validate the 'SYSTEM.cw_vital_signs' SQL table
Steps

Internal Testing only
Topics
• Assessments • Vitals • Vital Signs
Update 64 Summary | Details
Avatar CareFabric - Multi Lab Tests
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Avatar eMAR
Scenario 1: OE NX - Lab orders - Requisition Report
Specific Setup:
  • The following updates must be installed: Avatar CareFabric 2022 Update 64, Avatar OE 2022 Update 71 and Avatar CWS 2022 Update 86
  • The 'Avatar Order Entry->Interfaces->CareFabric->->->Enable Order Message Queue and Multi-Test Lab Orders' registry setting must be set to "N".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
Steps
  1. Select "Client A" and access the 'Financial Eligibility' form.
  2. Select the 'Guarantor Selection' section.
  3. Click [Add New Item] in the Guarantor Information grid.
  4. Search for and select "Medicare" from the 'Guarantor #' field.
  5. Select "(Contract) Medicare Part A" from the 'Guarantor Plan' field.
  6. Validate a message is displayed stating "Selecting This Plan Will Over-Write Any Previous Plan Information. The Master Plan Information Will Default" and click [OK].
  7. Select "Self" from the 'Client's Relationship To Subscriber' field.
  8. Validate the 'Subscriber's Name' field is equal to "Client A".
  9. Set the 'Subscriber Address - Street Line 1' field to "123 place drive circle street".
  10. Set the 'Zip code' field to "12345".
  11. Select "Male" from the 'Subscriber Sex' field.
  12. Set the 'Subscriber's Social Security #' field to "222-55-8888".
  13. Select "Full Time (32+ Hours A Week Not Including Armed Forces)" from the 'Subscriber's Employment Status' field.
  14. Set the 'Subscriber Policy #' field to "48536843".
  15. Select "Yes" from the 'Subscriber Assignment Of Benefits' field.
  16. Set the 'Subscriber's Covered Days' field to "9999".
  17. Set the 'Maximum Covered Dollars' field to "9999999.99".
  18. Select "Yes, Provider Has Signed Statement Permitting Release" from the 'Subscriber Release Of Info' field.
  19. Select the 'Financial Eligibility' section.
  20. Select "Medicare" from the 'Guarantor #1' field and click [Submit].
  21. Access the 'External Lab/Radiology Definition for CareConnect' form.
  22. Select 'Add' from the 'Add New or Edit Existing Vendor' field.
  23. Select 'Lab' from the 'External Application Type' field.
  24. Select 'Yes' from the 'eVendor' field.
  25. Select "Change Health-LabCorp" from the 'Vendor to Define' field.
  26. Select "TA" from the 'Vendor Business Unit' field.
  27. Select "90550015" from the 'Vendor Account Number' field.
  28. Set the 'Vendor Name' field to "LabCorp-CHC".
  29. Select 'LabCorp' from the 'Lab Vendor Company' field and click [Submit].
  30. Validate a message is displayed stating "Do you wish to return to form" and click [No].
  31. Access the 'External Lab Mapping for CareConnect' form.
  32. Select "LabCorp-CHC" from the 'External Lab Vendor' field.
  33. Select "Subscriber Employment Status (IN1-42)" from the 'HL7 Segment' field.
  34. Select "Subscr. Employment Status - File: Client, Data Element #256" from the 'Avatar Dictionary to Map' field.
  35. Select "Full Time (32+ Hours A Week Not Including Armed Forces)" from the 'Avatar Dictionary Value to Map' field.
  36. Set the 'Mapped to Code' field to "1" and click [File].
  37. Select "Subscriber Relationship (IN1-17)" from the 'HL7 Segment' field.
  38. Select "Client's Relationship To Subscriber - File: Client, Data Element #247" from the 'Avatar Dictionary to Map' field.
  39. Select "Self" from the 'Avatar Dictionary Value to Map' field.
  40. Set the 'Mapped to Code' field to "18" and click [File] and [Discard].
  41. Validate a message displays stating "Are you sure you want to Close without saving?" and click [Yes].
  42. Access the 'Order Code Setup' form.
  43. Select "Add New Code" from the 'Add/Edit Order Code' field.
  44. Set the 'New Order Code' field to "Sars-CoV-2".
  45. Set the 'Order Code Description' field to "Sars-CoV-2".
  46. Select "Lab" from the 'Order Type' field.
  47. Click [External Lab Definition].
  48. Click [New Row].
  49. Set the 'Lab Vendor Name' cell to "LabCorp-CHC.
  50. Set the 'Compendium Order Code' cell to "SARS-CoV-2, NAA" and click [Save].
  51. Validate a message displays stating "Exit Grid?" and click [Yes].
  52. Click [Submit].
  53. Validate a message displays stating "Order Code Setup has completed. Do you wish to return to form?" and click [No].
  54. Select "Client A" and access the Order Entry Console.
  55. Search for and select "SARS-CoV-2, NAA " from the 'New Order' field.
  56. Select "Daily" from the 'Frequency' field.
  57. Select "Lab Vendor Staff will Collect" in the 'Specimen Collection' field.
  58. Set the 'Duration' field to "5" and click [Days] and [Add to Scratchpad].
  59. Validate the 'Ask On Order Entry' dialog displays.
  60. Answer all "AOE" questions and click [Save] and [Sign].
  61. Validate the 'Order grid' contains an order for "SARS-CoV-2, NAA Daily, Lab Vendor Staff will Collect, LabCorp-CHC".
  62. Select the order created from the 'Order grid' and click [Print].
  63. Validate the 'Lab Print' dialog displays and click [Print Lab Requisition].
  64. Validate the 'Requisition Report' displays successfully.
Scenario 2: OE NX - 'Enable Order Message Queue and Multi-Test Lab Orders' set to "Y" - 'Group Order Message' set to "Yes"
Specific Setup:
  • The following updates must be installed: Avatar CareFabric 2022 Update 64, Avatar OE 2022 Update 71 and Avatar CWS 2022 Update 86
  • The 'Avatar Order Entry->Interfaces->CareFabric->->->Enable Order Message Queue and Multi-Test Lab Orders' registry setting must be set to "Y"
  • Please log out of the application and log back in after completing the above configuration.
  • A client must exist in an active episode (Client A)
  • A Lab Vendor (Lab Vendor A) must be configured in the 'External Lab/Radiology Definition for CareConnect' form where the 'Group Order Messages' field is set to "Yes"
  • Two lab-type order codes (Order Code A, Order Code B) must be configured to have "Lab Vendor A" configured in the 'External Lab Definition' grid in the 'Order Code Setup' form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create two lab-type orders for "Order Code A" and "Order Code B" for "Lab Vendor A", with "Lab Vendor Staff will Collect" selected, and with a one time only 'Frequency Code'.
  3. Select either order from the 'Order grid' and click [Print] and print the 'Lab Requisition report'.
  4. Validate the 'Requisition Report' displays a 'REQ#' of "GR-#" and that both lab orders display.
Scenario 3: OE NX - 'Enable Order Message Queue and Multi-Test Lab Orders' set to "Y" - 'Send Lab Order Prior to Specimen Collection' set to "Yes"
Specific Setup:
  • The following updates must be installed: Avatar CareFabric 2022 Update 64, Avatar OE 2022 Update 71 and Avatar CWS 2022 Update 86
  • The 'Avatar Order Entry->Interfaces->CareFabric->->->Enable Order Message Queue and Multi-Test Lab Orders' registry setting must be set to "Y"
  • Please log out of the application and log back in after completing the above configuration.
  • A client must exist in an active inpatient episode (Client A)
  • A Lab Vendor (Lab Vendor A) must be configured in the 'External Lab/Radiology Definition for CareConnect' form where the 'Send Lab Order Prior to Specimen Collection' field is set to "Yes".
  • A lab-type order code (Order Code A) must be configured to have "Lab Vendor A" configured in the 'External Lab Definition' grid in the 'Order Code Setup' form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create an order for "Order Code A" with "Lab Vendor A" and a one time only 'Frequency Code'.
  3. Using Crystal Reports or any other SQL reporting tool, create a report on the 'OrderEntry.order_mesg_status' table and include all fields.
  4. Validate a new order message is created.
Scenario 4: OE NX - 'Enable Order Message Queue and Multi-Test Lab Orders' set to "Y" - 'Send Lab Order Prior to Specimen Collection' set to "No"
Specific Setup:
  • The following updates must be installed: Avatar CareFabric 2022 Update 64, Avatar OE 2022 Update 71 and Avatar CWS 2022 Update 86
  • The 'Avatar Order Entry->Interfaces->CareFabric->->->Enable Order Message Queue and Multi-Test Lab Orders' registry setting must be set to "Y"
  • Please log out of the application and log back in after completing the above configuration.
  • A client must exist in an active inpatient episode (Client A)
  • A Lab Vendor (Lab Vendor A) must be configured in the 'External Lab/Radiology Definition for CareConnect' form where the 'Send Lab Order Prior to Specimen Collection' field is set to "No".
  • A lab-type order code (Order Code A) must be configured to have "Lab Vendor A" configured in the 'External Lab Definition' grid in the 'Order Code Setup' form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create an order for "Order Code A" with "Lab Vendor A" and a one time only 'Frequency Code'.
  3. Using Crystal Reports or any other SQL reporting tool, create a report on the 'OrderEntry.order_mesg_status' table and include all fields.
  4. Validate no new order message is created.
  5. Access the 'eMAR' widget for "Client A" and validate an order for "Order Code A" is displayed.
  6. Perform 'Client Education' and 'Order Acknowledgement' for the order.
  7. Perform a 'Specimen Collection' for the order.
  8. Refresh the report created using the 'OrderEntry.order_mesg_status' table and validate a new message was sent.
Scenario 5: OE NX - 'Enable Order Message Queue and Multi-Test Lab Orders' set to "Y" - 'Suppress Specimen Collection Message' set to "Yes"
Specific Setup:
  • The following updates must be installed: Avatar CareFabric 2022 Update 64, Avatar OE 2022 Update 71 and Avatar CWS 2022 Update 86
  • The 'Avatar Order Entry->Interfaces->CareFabric->->->Enable Order Message Queue and Multi-Test Lab Orders' registry setting must be set to "Yes".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must exist in an active inpatient episode (Client A)
  • A Lab Vendor (Lab Vendor A) must be configured in the 'External Lab/Radiology Definition for CareConnect' form where the 'Send Order Prior to Collect' field is set to "Yes"
  • A lab-type order code (Order Code A) must be configured to have "Lab Vendor A" configured in the 'External Lab Definition' grid in the 'Order Code Setup' form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create an order for "Order Code A" with "Lab Vendor A" and a one time only 'Frequency Code'.
  3. Access the 'eMAR' widget for "Client A".
  4. Perform 'Client Education' and 'Order Acknowledgement' on "Order A".
  5. Perform a 'Specimen Collection' for "Order A".
  6. Using Crystal Reports or any other SQL reporting tool, create a report on the 'OrderEntry.order_mesg_status' table and include all fields.
  7. Validate no 'Specimen Collection' message is displayed.
Scenario 6: OE NX - 'Enable Order Message Queue and Multi-Test Lab Orders' set to "Y" - 'Suppress Cancel/Discontinue Message' set to "Yes"
Specific Setup:
  • The following updates must be installed: Avatar CareFabric 2022 Update 64, Avatar OE 2022 Update 71 and Avatar CWS 2022 Update 86
  • The 'Avatar Order Entry->Interfaces->CareFabric->->->Enable Order Message Queue and Multi-Test Lab Orders' registry setting must be set to "Y".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must exist in an active inpatient episode (Client A)
  • A Lab Vendor (Lab Vendor A) must be configured in the 'External Lab/Radiology Definition for CareConnect' form where the 'Suppress Cancel/Discontinue Message' field is set to "Yes"
  • A lab-type order code (Order Code A) must be configured to have "Lab Vendor A" configured in the 'External Lab Definition' grid in the 'Order Code Setup' form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create an order for "Order Code A" with "Lab Vendor A" and a one time only 'Frequency Code'.
  3. Using Crystal Reports or any other SQL reporting tool, create a report on the 'OrderEntry.order_mesg_status' table and include all fields.
  4. Validate the order message has been sent.
  5. Discontinue the order created.
  6. Refresh the 'OrderEntry.order_mesg_status' table and validate no new message was sent.
Topics
• NX • Order Entry Console
Update 73 Summary | Details
Support for iCarol
Scenario 1: View Results - Validate the 'LaboratoryResultCreated' incoming SDK event
Specific Setup:
  • A client has at least two laboratory results on file with the same 'Filler Order #' (Client A).
Steps
  1. Select "Client A" and access the 'View Results' form.
  2. Click [Display Results List/Select Result To View/Print].
  3. Select the first laboratory result in the 'Select Result' dialog and click [OK].
  4. Validate the correct 'Specimen Collected Date' is displayed.
  5. Validate all result detail displays as expected.
  6. Click [Print Result(s)].
  7. Validate the 'Date and Time Collected' field contains the correct date/time.
  8. Close the report.
  9. Click [Display Results List/Select Result To View/Print].
  10. Select the second laboratory result in the 'Select Result' dialog and click [OK].
  11. Validate the correct 'Specimen Collected Date' is displayed.
  12. Validate all result detail displays as expected.
  13. Click [Print Result(s)].
  14. Validate the 'Date and Time Collected' field contains the correct date/time.
  15. Close the report.
  16. Click [Exit Option].
  17. Access Crystal Reports or other SQL Reporting tool.
  18. Select the CWS namespace.
  19. Create a report using the 'SYSTEM.results_header' table.
  20. Validate rows are displayed for "Client A's" laboratory results.
  21. Validate the 'PATID' field contains "Client A".
  22. Validate the 'specimen_collection_date' field contains the correct collection date for both results.
  23. Validate the 'specimen_collection_time' field contains the correct collection time for both results.
  24. Validate the 'specimen_received_date' field contains the correct received date for both results.
  25. Validate the 'specimen_received_time' field contains the correct received date for both results.
  26. Validate the 'order_date' field contains the correct order date for both results.
  27. Close the report.
Scenario 2: iCarol - Validate the 'SendClientFile' SDK action
Steps

Internal testing only.

Scenario 3: Validate the 'SendClientFile' SDK action
Steps

Internal testing only.
Topics
• CareFabric
Update 77 Summary | Details
Avatar CareFabric - support for the 'Delete Last Practitioner Termination Date' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Practitioner Termination
  • CareFabric Monitor
  • Delete Last Practitioner Termination Date
Scenario 1: Delete Last Practitioner Termination Date - Validate the 'ProviderUpdated' SDK event
Specific Setup:
  • An active practitioner is defined that has hours for scheduling in the 'Staff Members Hours and Exceptions' form (Practitioner A).
Steps
  1. Access the 'Practitioner Termination' form for "Practitioner A".
  2. Enter the desired date in the 'Termination Date' field.
  3. Populate any other desired fields.
  4. Click [Submit].
  5. Access the 'CareFabric Monitor' form.
  6. Enter the current date in the 'From Date' and 'Through Date' fields.
  7. Search for and select "ProviderUpdated" in the 'Event/Action Search' field.
  8. Click [View Activity Log].
  9. Validate the 'CareFabric Monitor Report' contains a "ProviderUpdated" event triggered from the 'Practitioner Termination' form.
  10. Click [Click To View Record].
  11. Validate the 'isActive' field contains "false".
  12. Close the report and the form.
  13. Access the 'Delete Last Practitioner Termination' form for "Practitioner A".
  14. Validate the 'Termination Date' field contains the termination date.
  15. Click [Submit].
  16. Validate a message is displayed stating: Are you sure you want to delete termination date ##/##/#### for practitioner "Practitioner A".
  17. Click [Yes].
  18. Access the 'CareFabric Monitor' form.
  19. Enter the current date in the 'From Date' and 'Through Date' fields.
  20. Search for and select "ProviderUpdated" in the 'Event/Action Search' field.
  21. Click [View Activity Log].
  22. Validate the 'CareFabric Monitor Report' contains a "ProviderUpdated" event triggered from the 'Delete Last Practitioner Termination' form.
  23. Click [Click To View Record].
  24. Validate the 'isActive' field contains "true".
  25. Close the report and the form.
Scenario 2: Delete Last Practitioner Termination Date - Validate the 'StaffMemberUpdated' SDK event
Specific Setup:
  • An active practitioner is defined in 'Practitioner Enrollment' (Practitioner A).
Steps
  1. Access the 'Practitioner Termination' form for "Practitioner A".
  2. Enter the desired date in the 'Termination Date' field.
  3. Populate any other desired fields.
  4. Click [Submit].
  5. Access the 'CareFabric Monitor' form.
  6. Enter the current date in the 'From Date' and 'Through Date' fields.
  7. Search for and select "StaffMemberUpdated" in the 'Event/Action Search' field.
  8. Click [View Activity Log].
  9. Validate the 'CareFabric Monitor Report' contains a "StaffMemberUpdated" event triggered from the 'Practitioner Termination' form.
  10. Click [Click To View Record].
  11. Validate the 'terminatedDate' field contains the 'Termination Date' filed.
  12. Close the report and the form.
  13. Access the 'Delete Last Practitioner Termination' form for "Practitioner A".
  14. Validate the 'Termination Date' field contains the termination date.
  15. Click [Submit].
  16. Validate a message is displayed stating: Are you sure you want to delete termination date ##/##/#### for practitioner "Practitioner A".
  17. Click [Yes].
  18. Access the 'CareFabric Monitor' form.
  19. Enter the current date in the 'From Date' and 'Through Date' fields.
  20. Search for and select "StaffMemberUpdated" in the 'Event/Action Search' field.
  21. Click [View Activity Log].
  22. Validate the 'CareFabric Monitor Report' contains a "StaffMemberUpdated" event triggered from the 'Delete Last Practitioner Termination' form.
  23. Click [Click To View Record].
  24. Validate the 'terminatedDate' field contains "null".
  25. Close the report and the form.
Scenario 3: Delete Last Practitioner Termination Date - Validate the 'EvvResourceUpdated' SDK event
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • One or more program(s) is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form.
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A".
  • An active practitioner is defined in 'Practitioner Enrollment' with the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', 'Staff EVV Type'.
Steps
  1. Access the 'Practitioner Termination' form for "Practitioner A".
  2. Enter the desired date in the 'Termination Date' field.
  3. Populate any other desired fields.
  4. Click [Submit].
  5. Access the 'CareFabric Monitor' form.
  6. Enter the current date in the 'From Date' and 'Through Date' fields.
  7. Search for and select "EvvResourceUpdated" in the 'Event/Action Search' field.
  8. Click [View Activity Log].
  9. Validate the 'CareFabric Monitor Report' contains a "EvvResourceUpdated" event triggered from the 'Practitioner Termination' form.
  10. Click [Click To View Record].
  11. Validate the 'isActive' field contains "false".
  12. Close the report and the form.
  13. Access the 'Delete Last Practitioner Termination' form for "Practitioner A".
  14. Validate the 'Termination Date' field contains the termination date.
  15. Click [Submit].
  16. Validate a message is displayed stating: Are you sure you want to delete termination date ##/##/#### for practitioner "Practitioner A".
  17. Click [Yes].
  18. Access the 'CareFabric Monitor' form.
  19. Enter the current date in the 'From Date' and 'Through Date' fields.
  20. Search for and select "EvvResourceUpdated" in the 'Event/Action Search' field.
  21. Click [View Activity Log].
  22. Validate the 'CareFabric Monitor Report' contains a "EvvResourceUpdated" event triggered from the 'Delete Last Practitioner Termination' form.
  23. Click [Click To View Record].
  24. Validate the 'isActive' field contains "true".
  25. Close the report and the form.
Topics
• CareFabric • Electronic Visit Verification • Practitioner
Update 78 Summary | Details
Avatar CareFabric - SDK events
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
  • Treatment Plan
  • Patient Health Questionnaire-9
  • Discharge
  • Client Charge Input
  • Vitals Entry
  • Women's Health History
  • Problem List
  • Client/Caregiver Education
  • Implantable Device List
  • Update Client Data
  • Progress Notes (Group and Individual)
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 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  13. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  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 'statusCode' - 'displayName' field contains "Confirmed".
  18. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the status selected.
  19. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the status selected.
  20. Validate all other allergy data displays as expected.
  21. Close the report and the form.
  22. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  23. Click [Update].
  24. Validate the 'Allergies' grid contains the allergy filed in the previous steps.
  25. Select "Inactive" in the 'Status' field.
  26. Click [Save] and [Submit].
  27. Access the 'CareFabric Monitor' form.
  28. Enter the current date in the 'From Date' and 'Through Date' fields.
  29. Click [View Activity Log].
  30. Validate the 'CareFabric Monitor Report' contains a "AllergyUpdated" record.
  31. Click [Click To View Record].
  32. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  33. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  34. Validate the 'clientID' - 'id' field contains "Client A".
  35. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the new status selected.
  36. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the new status selected.
  37. Validate the 'statusCode' - 'displayName' field contains "Inactive".
  38. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the new status selected.
  39. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the new status selected.
  40. Validate all other allergy data displays as expected.
  41. Close the report and the form.
Scenario 2: Emergency Contact Information - Validate the 'AssociatedPersonCreated' SDK event
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Emergency Contact Information' form.
  2. Enter the desired value in the 'Emergency Contact Name' field.
  3. Populate any other desired fields.
  4. Click [Submit].
  5. Access the 'CareFabric Monitor' form.
  6. Enter the current date in the 'From Date' and 'Through Date' fields.
  7. Click [View Activity Log].
  8. Validate the 'CareFabric Monitor Report' contains a "AssociatedPersonCreated" record.
  9. Click [Click To View Record].
  10. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  11. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  12. Validate the emergency contact information is displayed.
  13. Close the report and the form.
Scenario 3: Treatment Plan - Validate the 'CarePlanCreated', 'CarePlanGoalCreated', 'CarePlanInterventionCreated', and 'CarePlanProblemCreated' SDK events
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the desired date in the 'Plan Date' field.
  3. Select the desired value in the 'Plan Type' field.
  4. Select "Draft" in the 'Treatment Plan Status' field.
  5. Click [Launch Plan].
  6. Add a problem, goal, objective and intervention.
  7. Populate all required and desired fields.
  8. Click [Back To Plan Page].
  9. Select "Final" in the 'Treatment Plan Status' field.
  10. Click [Submit].
  11. Access the 'CareFabric Monitor' form.
  12. Enter the current date in the 'From Date' and 'Through Date' fields.
  13. Click [View Activity Log].
  14. Validate the 'CareFabric Monitor Report' contains a "CarePlanCreated", "CarePlanGoalCreated", "CarePlanInterventionCreated", and "CarePlanProblemCreated" record.
  15. Click [Click To View Record] for the "CarePlanCreated" record.
  16. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  17. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  18. Validate all other information displays.
  19. Navigate back to the 'CareFabric Monitor Report'.
  20. Click [Click To View Record] for the "CarePlanGoalCreated" record.
  21. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  22. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  23. Validate the 'goalCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.271".
  24. Validate all other information displays.
  25. Navigate back to the 'CareFabric Monitor Report'.
  26. Click [Click To View Record] for the "CarePlanInterventionCreated" record.
  27. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  28. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  29. Validate all other information displays.
  30. Navigate back to the 'CareFabric Monitor Report'.
  31. Click [Click To View Record] for the "CarePlanProblemCreated" record.
  32. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  33. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  34. Validate all other information displays.
  35. Close the reports and the form.
Scenario 4: '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. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  28. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  29. Close the report and the form.
Scenario 5: Patient Health Questionnaire-9 - Validate the 'EhrAssessmentResultCreated' SDK event
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Patient Health Questionnaire-9' form.
  2. Populate all required fields.
  3. Select "Final" in the 'Assessment Status' field.
  4. Click [OK] and [Submit].
  5. Access the 'CareFabric Monitor' form.
  6. Enter the current date in the 'From Date' and 'Through Date' fields.
  7. Click [View Activity Log].
  8. Validate the 'CareFabric Monitor Report' contains a "EhrAssessmentResultCreated" record.
  9. Click [Click To View Record].
  10. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  11. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  12. Validate the assessment data is displayed.
  13. Close the report and the form.
Scenario 6: '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 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  17. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  18. Validate the 'accessTags' - 'type' field contains "tag-External".
  19. Validate the 'accessTags' - 'value' field contains "ProgramCode:#". (NOTE: ProgramCode:# will be the program number that the client was admitted into.)
  20. Validate all other filed information is populated.
  21. Close the report and the form.
Scenario 7: 'Client Charge Input' form - Validate the 'VisitCreated' event in the 'CareFabric Monitor' form
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • A service code must be defined that is a visit (Service Code A).
Steps
  1. Access the 'Client Charge Input' form.
  2. Enter the current date in the 'Date Of Service' field.
  3. Enter "Client A" in the 'Client ID' field.
  4. Select "Episode 1" in the 'Episode Number' field.
  5. Enter "Service Code A" in the 'Service Code' field.
  6. Enter the desired practitioner in the 'Practitioner' field.
  7. Validate a "Form Return" message is displayed stating: "Submitting has completed. Do you wish to return to form?"
  8. Click [No].
  9. Open the 'CareFabric Monitor' form.
  10. Enter the current date in the 'From Date' and 'Through Date' fields.
  11. Click [View Activity Log].
  12. Select the "VisitCreated" activity type.
  13. Click [Click to View Record].
  14. Validate a report with the 'VisitCreated' payload is displayed.
  15. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  16. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  17. Validate the visit data is displayed.
  18. Close the report and the form.
Scenario 8: 'Client Charge Input' form - Validate the 'ServiceCreated' event in the 'CareFabric Monitor' form
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • A service code must be defined that is a service (Service Code A).
Steps
  1. Open the 'Client Charge Input' form.
  2. Enter the current date in the 'Date Of Service' field.
  3. Enter "Client A" in the 'Client ID' field.
  4. Select "Episode 1" in the 'Episode Number' field.
  5. Enter "Service Code A" in the 'Service Code' field.
  6. Enter the desired practitioner in the 'Practitioner' field.
  7. Click [Submit].
  8. Validate a "Form Return" message is displayed stating: "Submitting has completed. Do you wish to return to form?"
  9. Click [No].
  10. Open the 'CareFabric Monitor' form.
  11. Set the 'From Date' field to the current date.
  12. Set the 'Through Date' field to the current date.
  13. Set the 'Client ID' field to "Client A".
  14. Click [View Activity Log].
  15. Select "ServiceCreated" from the 'Activity Type' label.
  16. Click [Click to View Record].
  17. Validate a report with the 'ServiceCreated' payload is displayed.
  18. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  19. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  20. Validate the service data is displayed.
  21. Close the report and form.
Scenario 9: 'Client Charge Input' form - Validate the 'InterventionCreated' event in the 'CareFabric Monitor' form
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • A service code must be defined that is an intervention (Service Code A).
Steps
  1. Open the 'Client Charge Input' form.
  2. Enter the current date in the 'Date Of Service' field.
  3. Enter "Client A" in the 'Client ID' field.
  4. Select "Episode 1" in the 'Episode Number' field.
  5. Enter "Service Code A" in the 'Service Code' field.
  6. Enter the desired practitioner in the 'Practitioner' field.
  7. Click [Submit].
  8. Validate a "Form Return" message is displayed stating: "Submitting has completed. Do you wish to return to form?"
  9. Click [No].
  10. Open the 'CareFabric Monitor' form.
  11. Set the 'From Date' field to the current date.
  12. Set the 'Through Date' field to the current date.
  13. Set the 'Client ID' field to "Client A".
  14. Click [View Activity Log].
  15. Select "InterventionCreated" from the 'Activity Type' label.
  16. Click [Click to View Record].
  17. Validate a report with the 'InterventionCreated' payload is displayed.
  18. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  19. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  20. Validate the intervention data is displayed.
  21. Close the report and form.
Scenario 10: Vitals Entry - Validate the 'VitalSignSetCreated', 'VitalSignSetUpdated' and 'VitalSignDeleted' SDK events
Specific Setup:
  • A client is enrolled in an existing episode (Client A);
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select "Add" in the 'Update Vital Sign' field.
  3. Populate all required and desired fields.
  4. Enter the desired value in the 'Comments' field.
  5. Click [Submit].
  6. Access the 'CareFabric Monitor' form.
  7. Enter the current date in the 'From Date' and 'Through Date' fields.
  8. Click [View Activity Log].
  9. Validate the 'CareFabric Monitor Report' contains a "VitalSignSetCreated" record.
  10. Click [Click To View Record].
  11. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  12. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  13. Validate the 'notes' field contains the 'Comments' filed in the previous steps.
  14. Validate all vitals information is displayed.
  15. Close the report and the form.
Scenario 11: 'Discharge' form - Validate the 'InstructionCreated' event'
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Discharge' form.
  2. Enter the desired date in the 'Date Of Discharge'.
  3. Enter the desired time in the 'Discharge Time' field.
  4. Select the desired value in the 'Type Of Discharge' field.
  5. Enter the desired practitioner in the 'Discharge Practitioner' field.
  6. Enter the desired value in the 'Hospital Discharge Instructions' field.
  7. Click [Submit].
  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. Click [View Activity Log].
  12. Validate the 'CareFabric Monitor Report' contains an "InstructionCreated" record.
  13. Click [Click To View Record].
  14. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  15. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  16. Validate the 'instructionID' - 'id' field contains a unique identifier (ex. 20693||6600.71).
  17. Validate the 'instructionText' field contains the value entered in 'Hospital Discharge Instructions' field in the previous steps.
  18. Close the report and the form.
Scenario 12: '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 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  13. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  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 'statusCode' - 'displayName' field contains "Active".
  18. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the status selected.
  19. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the status selected.
  20. Validate all other problem data displays as expected.
  21. Close the report and the form.
  22. Select "Client A" and access the 'Problem List' form.
  23. Click [View/Enter Problems].
  24. Validate the 'Problem List' grid is displayed and contains the problem filed in the previous steps.
  25. Select "Inactive" in the 'Status' field for the existing problem.
  26. Click [Save] and [Submit].
  27. Access the 'CareFabric Monitor' form.
  28. Enter the current date in the 'From Date' and 'Through Date' fields.
  29. Click [View Activity Log].
  30. Validate the 'CareFabric Monitor Report' contains a "ProblemUpdated" record.
  31. Click [Click To View Record].
  32. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  33. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  34. Validate the 'clientID' - 'id' field contains "Client A".
  35. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the new status selected.
  36. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the new status selected.
  37. Validate the 'statusCode' - 'displayName' field contains "Inactive".
  38. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the new status selected.
  39. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the new status selected.
  40. Validate all other problem data displays as expected.
  41. Close the report and the form.
Scenario 13: '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 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  15. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  16. Validate the 'clientID' - 'id' field contains "Client A".
  17. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the status selected.
  18. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the status selected.
  19. Validate the 'narrative' field contains the value entered in the 'Comments' field in the 'Problem List' form.
  20. Validate the 'statusCode' - 'code' field contains "A".
  21. Validate the 'statusCode' - 'displayName' field contains "Active"
  22. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the status selected.
  23. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the status selected.
  24. Close the report and the form.
  25. Select "Client A" and access the 'Problem List' form.
  26. Click [View/Enter Problems].
  27. Validate the problem filed in the previous steps is displayed.
  28. Select "Inactive" in the 'Status' field.
  29. Enter any new value in the 'Comments' field.
  30. Click [Save] and [Submit].
  31. Access the 'CareFabric Monitor' form.
  32. Enter the current date in the 'From Date' and 'Through Date' fields.
  33. Enter "Client A" in the 'Client ID' field.
  34. Enter "ClientRecordedStatusUpdated" in the 'Event/Action Search' field.
  35. Click [View Activity Log].
  36. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusUpdated" record for "Client A".
  37. Click [Click To View Record].
  38. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  39. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  40. Validate the 'clientID' - 'id' field contains "Client A".
  41. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the new status selected.
  42. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the new status selected.
  43. Validate the 'narrative' field contains the new value entered in the 'Comments' field in the 'Problem List' form.
  44. Validate the 'statusCode' - 'code' field contains "I".
  45. Validate the 'statusCode' - 'displayName' field contains "Inactive"
  46. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the new status selected.
  47. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the new status selected.
  48. Select "Client A" and access the 'Problem List' form.
  49. Click [View/Enter Problems].
  50. Validate the problem filed in the previous steps is displayed.
  51. Delete the existing value in the 'Comments' field. This will trigger the 'ClientRecordedStatusDeleted' SDK event.
  52. Click [Save] and [Submit].
  53. Access the 'CareFabric Monitor' form.
  54. Enter the current date in the 'From Date' and 'Through Date' fields.
  55. Enter "Client A" in the 'Client ID' field.
  56. Enter "ClientRecordedStatusDeleted" in the 'Event/Action Search' field.
  57. Click [View Activity Log].
  58. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusDeleted" record for "Client A".
  59. Validate the 'clientID' - 'id' field contains "Client A".
  60. Validate the 'clinicalStatusCode' field contains "null".
  61. Validate the 'narrative' field contains "null".
  62. Validate the 'statusCode' field contains "null".
  63. Validate the 'verificationStatusCode' field contains "null".
  64. Close the report and the form.
  65. Select "Client A" and access the 'Problem List' form.
  66. Click [View/Enter Problems].
  67. Validate the problem filed in the previous steps is displayed.
  68. Enter the desired value in the 'Comments' field.
  69. Click [Save] and [Submit].
  70. Access the 'CareFabric Monitor' form.
  71. Enter the current date in the 'From Date' and 'Through Date' fields.
  72. Enter "Client A" in the 'Client ID' field.
  73. Enter "ClientRecordedStatusUpdated" in the 'Event/Action Search' field.
  74. Click [View Activity Log].
  75. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusUpdated" record for "Client A".
  76. Click [Click To View Record].
  77. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  78. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  79. Validate the 'clientID' - 'id' field contains "Client A".
  80. Validate the 'narrative' field contains the new value entered in the 'Comments' field in the 'Problem List' form.
  81. Validate all other data is displayed as expected.
  82. Close the report and the form.
  83. Select "Client A" and access the 'Problem List' form.
  84. Click [View/Enter Problems].
  85. Validate the problem filed in the previous steps is displayed.
  86. Select "Voided" in the 'Status' field. This will also trigger the 'ClientRecordedStatusDeleted' SDK event.
  87. Click [Save] and [Submit].
  88. Access the 'CareFabric Monitor' form.
  89. Enter the current date in the 'From Date' and 'Through Date' fields.
  90. Enter "Client A" in the 'Client ID' field.
  91. Enter "ClientRecordedStatusDeleted" in the 'Event/Action Search' field.
  92. Click [View Activity Log].
  93. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusDeleted" record for "Client A".
  94. Validate the 'clientID' - 'id' field contains "Client A".
  95. Validate the 'clinicalStatusCode' field contains "null".
  96. Validate the 'narrative' field contains "null".
  97. Validate the 'statusCode' field contains "null".
  98. Validate the 'verificationStatusCode' field contains "null".
  99. Close the report and the form.
Scenario 14: Client Health Maintenance - Validate the 'ImmunizationCreated' SDK event
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Client Health Maintenance' form.
  2. Select "Client A" in the 'Client ID' field.
  3. Click [Update].
  4. Select the desired value in the 'Vaccine' field.
  5. Select the desired value in the 'Dose' field.
  6. Select the desired value in the 'Provided By' field.
  7. Enter the desired date in the 'Date' field.
  8. Select "No" in the 'Refused' field.
  9. Populate all other required and desired fields.
  10. Click [Save] and [Submit].
  11. Access the 'CareFabric Monitor' form.
  12. Enter the current date in the 'From Date' and 'Through Date' fields.
  13. Click [View Activity Log].
  14. Validate the 'CareFabric Monitor Report' contains a "ImmunizationCreated" record.
  15. Click [Click To View Record].
  16. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  17. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  18. Validate the 'statusCode' - 'code' field contains "completed".
  19. Validate the 'statusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.295"
  20. Validate the 'statusCode' - 'codeSystemName' field contains "ImmunizationStatusCodes".
  21. Validate the 'statusCode' - 'displayName' field contains "Completed".
  22. Validate the immunization information is displayed.
  23. Close the report and the form.
Scenario 15: Implantable Device List - Validate the 'ClientMedicalDeviceCreated' SDK event
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Avatar CWS 2022 Update 109 is required for full functionality.
Steps
  1. Access the 'Implantable Device List' form.
  2. Select "Client A" in the 'Client Search' field.
  3. Select the desired device in the 'Unique Device Identifier Search' field.
  4. Click [File Implantable Device To Client].
  5. Validate a message is displayed stating: Filed Successfully.
  6. Click [OK] 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 "ClientMedicalDeviceCreated" record.
  11. Click [Click To View Record].
  12. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  13. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  14. Validate the device data is displayed.
  15. Close the report and the form.
Scenario 16: 'Update Client Data' - validate the 'ClientUpdated' and 'ClientDemographicsCreated' events
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • The extended dictionary is defined for the 'Sexual Orientation' and 'Gender Identity' data elements in 'Dictionary Update'.
Steps
  1. Select "Client A" and access the 'Update Client Data' form.
  2. Enter the desired value in the 'Address - Street' field.
  3. Enter the desired value in the 'Apartment or Unit' field.
  4. Enter the desired value in the 'Zip Code' field.
  5. Enter the desired value in the 'City' field.
  6. Select the desired value in the 'State' field.
  7. Enter the desired date in the 'Address Start Date' field.
  8. Enter the desired value in the 'Home Phone' field.
  9. Enter the desired value in the 'Work Phone' field.
  10. Enter the desired value in the 'Cell Phone' field.
  11. Enter the desired value in the 'Client's Email Address' field.
  12. Select the desired value in the 'Sexual Orientation' field.
  13. Select the desired value in the 'Gender Identity' field.
  14. Click [Submit].
  15. Access the 'CareFabric Monitor' form.
  16. Enter the current date in the 'From Date' and 'Through Date' fields.
  17. Enter "Client A" in the 'Client ID' field.
  18. Click [View Activity Log].
  19. Validate the 'CareFabric Monitor Report' contains a "ClientUpdated" record and select it.
  20. Click [Click To View Record].
  21. Validate the 'addresses' - 'city' field contains the value entered in the previous steps.
  22. Validate the 'addresses' - 'fromDate' field contains the 'Address Start Date' entered in the previous steps.
  23. Validate the 'addresses' - 'stateCode' field contains the value entered in the previous steps.
  24. Validate the 'addresses' - 'street1' field contains the value entered in the previous steps.
  25. Validate the 'addresses' - 'street2' field contains the value entered in the previous steps.
  26. Validate the 'addresses' - 'zipCode' field contains the value entered in the previous steps.
  27. Validate the 'addresses' - 'typeCode' - 'code' field contains "H".
  28. Validate the 'addresses' - 'typeCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.67".
  29. Validate the 'addresses' - 'typeCode' - 'codeSystemName' field contains "Address".
  30. Validate the 'addresses' - 'typeCode' - 'displayName' field contains "Home".
  31. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  32. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  33. Validate the 'genderIdentityCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.972".
  34. Validate the 'genderIdentityCode' - 'displayName' field contains the value entered in the previous steps.
  35. Validate the 'sexualOrientationCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.29".
  36. Validate the 'sexualOrientationCode' - 'displayName' field contains the value entered in the previous steps.
  37. Validate the 'emailAccounts' - 'address' field contains the value entered in the previous steps.
  38. Validate the 'emailAccounts' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.73".
  39. Validate the 'emailAccounts' - 'codeSystemName' field contains "Email Account".
  40. Validate the 'phoneNumbers' - 'codeSystem' fields contains "2.16.840.1.113883.4.642.3.73".
  41. Validate the 'phoneNumbers' - 'number' fields contain the value entered in the previous steps.
  42. Validate any other filed data is displayed.
  43. Navigate back to the 'CareFabric Monitor Report' and select the "ClientDemographicsCreated" record.
  44. Click [Click To View Record].
  45. Validate the 'addresses' - 'city' field contains the value entered in the previous steps.
  46. Validate the 'addresses' - 'fromDate' field contains the 'Address Start Date' entered in the previous steps.
  47. Validate the 'addresses' - 'stateCode' field contains the value entered in the previous steps.
  48. Validate the 'addresses' - 'street1' field contains the value entered in the previous steps.
  49. Validate the 'addresses' - 'street2' field contains the value entered in the previous steps.
  50. Validate the 'addresses' - 'zipCode' field contains the value entered in the previous steps.
  51. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  52. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  53. Close the report and the form.
Scenario 17: '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 the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  22. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  23. Validate all progress note data displays as expected.
  24. Close the report and the form.
Scenario 18: Create an appointment and validate the 'AppointmentCreated' SDK event is raised
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click on an available time slot and click [Add New Appointment].
  3. Enter desired service code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select "Episode 1" in the 'Episode Number' field.
  6. Click [Submit] and [Dismiss].
  7. Access the "CareFabric Monitor" form.
  8. Enter the current date in the 'From Date' field.
  9. Enter the current date in the 'Through Date' field.
  10. Enter "Client A" in the 'Client ID' field.
  11. Click [View Activity Log].
  12. Validate the 'CareFabric Monitor Report' contains an "AppointmentCreated" record.
  13. Click [Click To View Record].
  14. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  15. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  16. Validate the 'clientID' - 'id' field contains "Client A's" Client ID.
  17. Validate the appointment data is populated as expected.
  18. Close the report and close the form.
Vital Signs - The 'VitalSignSetCreated' SDK event
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Vitals Entry
  • CareFabric Monitor
Scenario 1: Vitals Entry - Validate the 'VitalSignSetCreated', 'VitalSignSetUpdated' and 'VitalSignDeleted' SDK events
Specific Setup:
  • A client is enrolled in an existing episode (Client A);
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select "Add" in the 'Update Vital Sign' field.
  3. Populate all required and desired fields.
  4. Enter the desired value in the 'Comments' field.
  5. Click [Submit].
  6. Access the 'CareFabric Monitor' form.
  7. Enter the current date in the 'From Date' and 'Through Date' fields.
  8. Click [View Activity Log].
  9. Validate the 'CareFabric Monitor Report' contains a "VitalSignSetCreated" record.
  10. Click [Click To View Record].
  11. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  12. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  13. Validate the 'notes' field contains the 'Comments' filed in the previous steps.
  14. Validate all vitals information is displayed.
  15. Close the report and the form.
Topics
• Admission • Allergies • CareFabric • CareFabric Monitor • Client Charge Input • Clinical Reconciliation • Diagnosis • Discharge • Ehrassessmentresultcreated • Emergency Contact • Implantable Device List • NX • Problem List • Progress Notes • Scheduling Calendar • Update Client Data • Vitals • Women's Health History
Update 81 Summary | Details
Bells Notes Integration - Progress Notes
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.
  • 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 (Practitioner A)
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' widget on the HomeView.
  • The 'Activate Program/Location Filter' registry setting is enabled.
  • A program is defined (Program A) with two associated locations (Location A, Location B). "Location A" is the default location for this program.
  • A client is enrolled in "Program A" (Client A).
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 "Program A" is selected in the 'Program' field.
  7. Select "Location B" in the 'Location' field.
  8. Validate the 'Practitioner' field is populated with "Practitioner A"
  9. Fill out all required fields.
  10. Click [Submit].
  11. Validate successful submission.
  12. Validate the scheduled appointment is added to the 'Scheduling Calendar' form.
  13. Log into Bells Notes with existing login credentials.
  14. Click the 'Agenda' section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar.
  15. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes.
  16. Click [Start Note] and verify the existence of the 'Session Information' window.
  17. Fill out all required fields and select the desired note type.
  18. Validate user is able to start a note successfully.
  19. Verify the existence of "Client A" in the client header when note is started.
  20. Fill out all required fields.
  21. Click [Sign Note].
  22. Validate the Sign Note' dialog is displayed.
  23. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  24. Validate a message is displayed stating: Note Signed Successfully.
  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 the correct location (Location B) and 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).
  • The 'Warning Message for "Draft" Forms' registry setting is enabled with a value.
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).
  • The 'Warning Message for "Draft" Forms' registry setting is enabled with a value.
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.
  • 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 [UserA] with the following:
  • Access to Bells Notes
  • Associated practitioner (Practitioner A)
  • Requires a supervisor's approval for document routing (Practitioner B)
  • 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 (Practitioner B)
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' widget on the HomeView
  • The 'Activate Program/Location Filter' registry setting is enabled.
  • A program is defined (Program A) with two associated locations (Location A, Location B). "Location A" is the default location for this program.
  • A client is enrolled in "Program A" (Client A).
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 "Program A" is selected in the 'Program' field.
  7. Select "Location B" in the 'Location' field.
  8. Validate the 'Practitioner' field is populated with "Practitioner A"
  9. Fill out all required fields.
  10. Click [Submit].
  11. Validate successful submission.
  12. Validate the scheduled appointment is added to the 'Scheduling Calendar' form.
  13. Log into Bells Notes with existing login credentials.
  14. Click the 'Agenda' section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar.
  15. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes.
  16. Click [Start Note] and verify the existence of the 'Session Information' window.
  17. Fill out all required fields and select the desired note type.
  18. Validate user is able to start a note successfully.
  19. Verify the existence of "Client A" in the client header when note is started.
  20. Fill out all required fields.
  21. Click [Sign Note].
  22. Validate the Sign Note' dialog is displayed.
  23. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  24. Validate a message is displayed stating: Note Signed Successfully.
  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 the correct location (Location B) and 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 accessible on the HomeView
  • 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.
  • Document routing is disabled for the 'Progress Notes (Group and Individual)' form.
  • The 'Activate Program/Location Filter' registry setting is enabled.
  • A program is defined (Program A) with two associated locations (Location A, Location B). "Location A" is the default location for this program.
  • A client is enrolled in "Program A" (Client A).
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 "Program A" is selected in the 'Program' field.
  7. Select "Location B" in the 'Location' field.
  8. Fill out all required fields.
  9. Click [Submit].
  10. Validate successful submission.
  11. Validate the scheduled appointment is added to the 'Scheduling Calendar' form.
  12. Log into Bells Notes with existing login credentials.
  13. Click the 'Agenda' section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar.
  14. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed 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.
  20. Click [Sign Note].
  21. Validate the Sign Note' dialog is displayed.
  22. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  23. Validate a message is displayed stating: Note Signed Successfully.
  24. Log into myAvatar as [UserA].
  25. Select "Client A" and navigate to the 'Progress Notes' widget.
  26. Validate the finalized progress note signed in Bells Notes is displayed with all progress note information, including the correct location (Location B).
Topics
• Progress Notes
Update 64.1 Summary | Details
Avatar CareFabric - Multi Lab Tests
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Avatar eMAR
Scenario 1: OE NX - Lab orders - Requisition Report
Specific Setup:
  • The following updates must be installed: Avatar CareFabric 2022 Update 64.1, Avatar OE 2022 Update 71 and Avatar CWS 2022 Update 86
  • The 'Avatar Order Entry->Interfaces->CareFabric->->->Enable Order Message Queue and Multi-Test Lab Orders' registry setting must be set to "N".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
Steps
  1. Select "Client A" and access the 'Financial Eligibility' form.
  2. Select the 'Guarantor Selection' section.
  3. Click [Add New Item] in the Guarantor Information grid.
  4. Search for and select "Medicare" from the 'Guarantor #' field.
  5. Select "(Contract) Medicare Part A" from the 'Guarantor Plan' field.
  6. Validate a message is displayed stating "Selecting This Plan Will Over-Write Any Previous Plan Information. The Master Plan Information Will Default" and click [OK].
  7. Select "Self" from the 'Client's Relationship To Subscriber' field.
  8. Validate the 'Subscriber's Name' field is equal to "Client A".
  9. Set the 'Subscriber Address - Street Line 1' field to "123 place drive circle street".
  10. Set the 'Zip code' field to "12345".
  11. Select "Male" from the 'Subscriber Sex' field.
  12. Set the 'Subscriber's Social Security #' field to "222-55-8888".
  13. Select "Full Time (32+ Hours A Week Not Including Armed Forces)" from the 'Subscriber's Employment Status' field.
  14. Set the 'Subscriber Policy #' field to "48536843".
  15. Select "Yes" from the 'Subscriber Assignment Of Benefits' field.
  16. Set the 'Subscriber's Covered Days' field to "9999".
  17. Set the 'Maximum Covered Dollars' field to "9999999.99".
  18. Select "Yes, Provider Has Signed Statement Permitting Release" from the 'Subscriber Release Of Info' field.
  19. Select the 'Financial Eligibility' section.
  20. Select "Medicare" from the 'Guarantor #1' field and click [Submit].
  21. Access the 'External Lab/Radiology Definition for CareConnect' form.
  22. Select 'Add' from the 'Add New or Edit Existing Vendor' field.
  23. Select 'Lab' from the 'External Application Type' field.
  24. Select 'Yes' from the 'eVendor' field.
  25. Select "Change Health-LabCorp" from the 'Vendor to Define' field.
  26. Select "TA" from the 'Vendor Business Unit' field.
  27. Select "90550015" from the 'Vendor Account Number' field.
  28. Set the 'Vendor Name' field to "LabCorp-CHC".
  29. Select 'LabCorp' from the 'Lab Vendor Company' field and click [Submit].
  30. Validate a message is displayed stating "Do you wish to return to form" and click [No].
  31. Access the 'External Lab Mapping for CareConnect' form.
  32. Select "LabCorp-CHC" from the 'External Lab Vendor' field.
  33. Select "Subscriber Employment Status (IN1-42)" from the 'HL7 Segment' field.
  34. Select "Subscr. Employment Status - File: Client, Data Element #256" from the 'Avatar Dictionary to Map' field.
  35. Select "Full Time (32+ Hours A Week Not Including Armed Forces)" from the 'Avatar Dictionary Value to Map' field.
  36. Set the 'Mapped to Code' field to "1" and click [File].
  37. Select "Subscriber Relationship (IN1-17)" from the 'HL7 Segment' field.
  38. Select "Client's Relationship To Subscriber - File: Client, Data Element #247" from the 'Avatar Dictionary to Map' field.
  39. Select "Self" from the 'Avatar Dictionary Value to Map' field.
  40. Set the 'Mapped to Code' field to "18" and click [File] and [Discard].
  41. Validate a message displays stating "Are you sure you want to Close without saving?" and click [Yes].
  42. Access the 'Order Code Setup' form.
  43. Select "Add New Code" from the 'Add/Edit Order Code' field.
  44. Set the 'New Order Code' field to "Sars-CoV-2".
  45. Set the 'Order Code Description' field to "Sars-CoV-2".
  46. Select "Lab" from the 'Order Type' field.
  47. Click [External Lab Definition].
  48. Click [New Row].
  49. Set the 'Lab Vendor Name' cell to "LabCorp-CHC.
  50. Set the 'Compendium Order Code' cell to "SARS-CoV-2, NAA" and click [Save].
  51. Validate a message displays stating "Exit Grid?" and click [Yes].
  52. Click [Submit].
  53. Validate a message displays stating "Order Code Setup has completed. Do you wish to return to form?" and click [No].
  54. Select "Client A" and access the Order Entry Console.
  55. Search for and select "SARS-CoV-2, NAA " from the 'New Order' field.
  56. Select "Daily" from the 'Frequency' field.
  57. Select "Lab Vendor Staff will Collect" in the 'Specimen Collection' field.
  58. Set the 'Duration' field to "5" and click [Days] and [Add to Scratchpad].
  59. Validate the 'Ask On Order Entry' dialog displays.
  60. Answer all "AOE" questions and click [Save] and [Sign].
  61. Validate the 'Order grid' contains an order for "SARS-CoV-2, NAA Daily, Lab Vendor Staff will Collect, LabCorp-CHC".
  62. Select the order created from the 'Order grid' and click [Print].
  63. Validate the 'Lab Print' dialog displays and click [Print Lab Requisition].
  64. Validate the 'Requisition Report' displays successfully.
Scenario 2: OE NX - 'Enable Order Message Queue and Multi-Test Lab Orders' set to "Y" - 'Group Order Message' set to "Yes"
Specific Setup:
  • The following updates must be installed: Avatar CareFabric 2022 Update 64.1, Avatar OE 2022 Update 71 and Avatar CWS 2022 Update 86
  • The 'Avatar Order Entry->Interfaces->CareFabric->->->Enable Order Message Queue and Multi-Test Lab Orders' registry setting must be set to "Y"
  • Please log out of the application and log back in after completing the above configuration.
  • A client must exist in an active episode (Client A)
  • A Lab Vendor (Lab Vendor A) must be configured in the 'External Lab/Radiology Definition for CareConnect' form where the 'Group Order Messages' field is set to "Yes"
  • Two lab-type order codes (Order Code A, Order Code B) must be configured to have "Lab Vendor A" configured in the 'External Lab Definition' grid in the 'Order Code Setup' form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create two lab-type orders for "Order Code A" and "Order Code B" for "Lab Vendor A", with "Lab Vendor Staff will Collect" selected, and with a one time only 'Frequency Code'.
  3. Select either order from the 'Order grid' and click [Print] and print the 'Lab Requisition report'.
  4. Validate the 'Requisition Report' displays a 'REQ#' of "GR-#" and that both lab orders display.
Scenario 3: OE NX - 'Enable Order Message Queue and Multi-Test Lab Orders' set to "Y" - 'Send Lab Order Prior to Specimen Collection' set to "Yes"
Specific Setup:
  • The following updates must be installed: Avatar CareFabric 2022 Update 64.1, Avatar OE 2022 Update 71 and Avatar CWS 2022 Update 86
  • The 'Avatar Order Entry->Interfaces->CareFabric->->->Enable Order Message Queue and Multi-Test Lab Orders' registry setting must be set to "Y"
  • Please log out of the application and log back in after completing the above configuration.
  • A client must exist in an active inpatient episode (Client A)
  • A Lab Vendor (Lab Vendor A) must be configured in the 'External Lab/Radiology Definition for CareConnect' form where the 'Send Lab Order Prior to Specimen Collection' field is set to "Yes".
  • A lab-type order code (Order Code A) must be configured to have "Lab Vendor A" configured in the 'External Lab Definition' grid in the 'Order Code Setup' form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create an order for "Order Code A" with "Lab Vendor A" and a one time only 'Frequency Code'.
  3. Using Crystal Reports or any other SQL reporting tool, create a report on the 'OrderEntry.order_mesg_status' table and include all fields.
  4. Validate a new order message is created.
Scenario 4: OE NX - 'Enable Order Message Queue and Multi-Test Lab Orders' set to "Y" - 'Send Lab Order Prior to Specimen Collection' set to "No"
Specific Setup:
  • The following updates must be installed: Avatar CareFabric 2022 Update 64.1, Avatar OE 2022 Update 71 and Avatar CWS 2022 Update 86
  • The 'Avatar Order Entry->Interfaces->CareFabric->->->Enable Order Message Queue and Multi-Test Lab Orders' registry setting must be set to "Y"
  • Please log out of the application and log back in after completing the above configuration.
  • A client must exist in an active inpatient episode (Client A)
  • A Lab Vendor (Lab Vendor A) must be configured in the 'External Lab/Radiology Definition for CareConnect' form where the 'Send Lab Order Prior to Specimen Collection' field is set to "No".
  • A lab-type order code (Order Code A) must be configured to have "Lab Vendor A" configured in the 'External Lab Definition' grid in the 'Order Code Setup' form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create an order for "Order Code A" with "Lab Vendor A" and a one time only 'Frequency Code'.
  3. Using Crystal Reports or any other SQL reporting tool, create a report on the 'OrderEntry.order_mesg_status' table and include all fields.
  4. Validate no new order message is created.
  5. Access the 'eMAR' widget for "Client A" and validate an order for "Order Code A" is displayed.
  6. Perform 'Client Education' and 'Order Acknowledgement' for the order.
  7. Perform a 'Specimen Collection' for the order.
  8. Refresh the report created using the 'OrderEntry.order_mesg_status' table and validate a new message was sent.
Scenario 5: OE NX - 'Enable Order Message Queue and Multi-Test Lab Orders' set to "Y" - 'Suppress Specimen Collection Message' set to "Yes"
Specific Setup:
  • The following updates must be installed: Avatar CareFabric 2022 Update 64.1, Avatar OE 2022 Update 71 and Avatar CWS 2022 Update 86
  • The 'Avatar Order Entry->Interfaces->CareFabric->->->Enable Order Message Queue and Multi-Test Lab Orders' registry setting must be set to "Yes".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must exist in an active inpatient episode (Client A)
  • A Lab Vendor (Lab Vendor A) must be configured in the 'External Lab/Radiology Definition for CareConnect' form where the 'Send Order Prior to Collect' field is set to "Yes"
  • A lab-type order code (Order Code A) must be configured to have "Lab Vendor A" configured in the 'External Lab Definition' grid in the 'Order Code Setup' form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create an order for "Order Code A" with "Lab Vendor A" and a one time only 'Frequency Code'.
  3. Access the 'eMAR' widget for "Client A".
  4. Perform 'Client Education' and 'Order Acknowledgement' on "Order A".
  5. Perform a 'Specimen Collection' for "Order A".
  6. Using Crystal Reports or any other SQL reporting tool, create a report on the 'OrderEntry.order_mesg_status' table and include all fields.
  7. Validate no 'Specimen Collection' message is displayed.
Scenario 6: OE NX - 'Enable Order Message Queue and Multi-Test Lab Orders' set to "Y" - 'Suppress Cancel/Discontinue Message' set to "Yes"
Specific Setup:
  • The following updates must be installed: Avatar CareFabric 2022 Update 64.1, Avatar OE 2022 Update 71 and Avatar CWS 2022 Update 86
  • The 'Avatar Order Entry->Interfaces->CareFabric->->->Enable Order Message Queue and Multi-Test Lab Orders' registry setting must be set to "Y".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must exist in an active inpatient episode (Client A)
  • A Lab Vendor (Lab Vendor A) must be configured in the 'External Lab/Radiology Definition for CareConnect' form where the 'Suppress Cancel/Discontinue Message' field is set to "Yes"
  • A lab-type order code (Order Code A) must be configured to have "Lab Vendor A" configured in the 'External Lab Definition' grid in the 'Order Code Setup' form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create an order for "Order Code A" with "Lab Vendor A" and a one time only 'Frequency Code'.
  3. Using Crystal Reports or any other SQL reporting tool, create a report on the 'OrderEntry.order_mesg_status' table and include all fields.
  4. Validate the order message has been sent.
  5. Discontinue the order created.
  6. Refresh the 'OrderEntry.order_mesg_status' table and validate no new message was sent.
Topics
• NX • Order Entry Console
Update 74 Summary | Details
Avatar CareFabric - 'EvvResourceUpdated' SDK event
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Practitioner Enrollment
  • Practitioner Information (Confidential)
  • CareFabric Monitor
  • Practitioner Termination
Scenario 1: Mobile Caregiver+ - Validate the 'EvvResourceUpdated' event for an active practitioner
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A).
  • The 'Enable Mobile CareGiver+' field must be set to "Yes" in the "Electronic Visit Verification" section of the 'CarePOV Management' form with all required fields populated.
Steps
  1. Access the 'Practitioner Enrollment' form.
  2. Enter any new value in the 'Select Staff' dialog and click [New Staff].
  3. Enter the desired value in the 'Name' field. Please note: this is a required field for Mobile CareGiver+ integration.
  4. Enter the desired date in the 'Date Of Birth' field. Please note: this is a required field for Mobile CareGiver+ integration.
  5. Enter the desired date in the 'Registration Date' field.
  6. Enter the desired value in the 'Office Address - Zip Code' field.
  7. Enter the desired value in the 'Office Telephone (1)' field.
  8. Enter the desired value in the 'Cellular Telephone' field. Please note: this is a required field for Mobile CareGiver+ integration.
  9. Select the desired value in the 'Sex' field.
  10. Enter the desired value in the 'Staff EVV ID' field. Please note: this is a required field for Mobile CareGiver+ integration.
  11. Enter the desired value in the 'Email Address' field. Please note: this is a required field for Mobile CareGiver+ integration.
  12. Enter the desired value in the 'Staff EVV Type' field. Please note: this is a required field for Mobile CareGiver+ integration.
  13. Select the "Categories/Taxonomy" section.
  14. Select "Create New" in the 'Category/Taxonomy' field.
  15. Enter the desired date in the 'Effective Date' field.
  16. Select the desired value in the 'Practitioner Category' field.
  17. Select the desired value(s) in the 'Discipline' field.
  18. Select the desired value(s) in the 'Practitioner Categories For Coverage' field.
  19. Click [Add Practitioner Categories] and [OK].
  20. Click [Submit].
  21. Access the 'Practitioner Information (Confidential)' form.
  22. Enter the desired value in the 'Social Security #' field.
  23. Click [Submit].
  24. Access the 'CareFabric Monitor' form.
  25. Enter the current date in the 'From Date' and 'Through Date' fields.
  26. Select "EvvResourceUpdated" in the 'Event/Action Search' field.
  27. Click [View Activity Log].
  28. Validate the 'CareFabric Monitor Report' contains an "EvvResourceUpdated" record for the new practitioner.
  29. Click [Click to View Record].
  30. Validate the 'birthDate' field contains the 'Date of Birth'.
  31. Validate the 'emailAccounts' - 'address' field contains the 'Email Address'.
  32. Validate the 'isActive' field contains "true".
  33. Validate the 'name' - 'first' field contains the practitioner's first name.
  34. Validate the 'name' - 'last' field contains the practitioner's last name.
  35. Validate the 'phoneNumber' - 'number' field contains the practitioner's phone number.
  36. Validate the 'phoneNumber' - 'phoneNumberID' - 'id' field contains the practitioner's ID with "SC" at the end indicating "Staff Cell".
  37. Validate the 'phoneNumber' - 'typeCode' - 'code' field contains "Cell".
  38. Validate the 'providerOrganizationIDs' - 'id' field contains the 'EVV Provider Organization ID'(s) filed in 'Program Maintenance'.
  39. Validate the 'resourceID' - 'id' field contains the practitioner's ID.
  40. Validate the 'resourceStateID' - 'id' field contains the 'Staff EVV ID'.
  41. Validate the 'resourceStateIDs' - id' field contains the 'Staff EVV ID'.
  42. Validate the 'resourceStateIDs' - 'type' field contains the 'Staff EVV Type'.
  43. Validate the 'ssn' field contains the practitioner's social security number.
  44. Close the report and the form.
Scenario 2: Mobile Caregiver+ - Validate the 'EvvResourceUpdated' event for an inactive practitioner
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A).
  • The 'Enable Mobile CareGiver+' field must be set to "Yes" in the "Electronic Visit Verification" section of the 'CarePOV Management' form with all required fields populated.
Steps
  1. Access the 'Practitioner Enrollment' form.
  2. Enter any new value in the 'Select Staff' dialog and click [New Staff].
  3. Enter the desired value in the 'Name' field. Please note: this is a required field for Mobile CareGiver+ integration.
  4. Enter the desired date in the 'Date Of Birth' field. Please note: this is a required field for Mobile CareGiver+ integration.
  5. Enter the desired date in the 'Registration Date' field.
  6. Enter the desired value in the 'Office Address - Zip Code' field.
  7. Enter the desired value in the 'Office Telephone (1)' field.
  8. Enter the desired value in the 'Cellular Telephone' field. Please note: this is a required field for Mobile CareGiver+ integration.
  9. Select the desired value in the 'Sex' field.
  10. Enter the desired value in the 'Staff EVV ID' field. Please note: this is a required field for Mobile CareGiver+ integration.
  11. Enter the desired value in the 'Email Address' field. Please note: this is a required field for Mobile CareGiver+ integration.
  12. Enter the desired value in the 'Staff EVV Type' field. Please note: this is a required field for Mobile CareGiver+ integration.
  13. Select the "Categories/Taxonomy" section.
  14. Select "Create New" in the 'Category/Taxonomy' field.
  15. Enter the desired date in the 'Effective Date' field.
  16. Select the desired value in the 'Practitioner Category' field.
  17. Select the desired value(s) in the 'Discipline' field.
  18. Select the desired value(s) in the 'Practitioner Categories For Coverage' field.
  19. Click [Add Practitioner Categories] and [OK].
  20. Click [Submit].
  21. Access the 'Practitioner Information (Confidential)' form.
  22. Enter the desired value in the 'Social Security #' field.
  23. Click [Submit].
  24. Access the 'CareFabric Monitor' form.
  25. Enter the current date in the 'From Date' and 'Through Date' fields.
  26. Select "EvvResourceUpdated" in the 'Event/Action Search' field.
  27. Click [View Activity Log].
  28. Validate the 'CareFabric Monitor Report' contains an "EvvResourceUpdated" record for the new practitioner.
  29. Click [Click to View Record].
  30. Validate the 'birthDate' field contains the 'Date Of Birth'.
  31. Validate the 'emailAccounts' - 'address' field contains the 'Email Address'.
  32. Validate the 'isActive' field contains "true".
  33. Validate the 'name' - 'first' field contains the practitioner's first name.
  34. Validate the 'name' - 'last' field contains the practitioner's last name.
  35. Validate the 'phoneNumber' - 'number' field contains the practitioner's phone number.
  36. Validate the 'phoneNumber' - 'phoneNumberID' - 'id' field contains the practitioner's ID with "SC" at the end indicating "Staff Cell".
  37. Validate the 'phoneNumber' - 'typeCode' - 'code' field contains "Cell".
  38. Validate the 'providerOrganizationIDs' - 'id' field contains the 'EVV Provider Organization ID'(s) filed in 'Program Maintenance'.
  39. Validate the 'resourceID' - 'id' field contains the practitioner's ID.
  40. Validate the 'resourceStateID' - 'id' field contains the 'Staff EVV ID'.
  41. Validate the 'resourceStateIDs' - id' field contains the 'Staff EVV ID'.
  42. Validate the 'resourceStateIDs' - 'type' field contains the 'Staff EVV Type'.
  43. Validate the 'ssn' field contains the practitioner's social security number.
  44. Close the report and the form.
  45. Access the 'Practitioner Termination' form for the new practitioner.
  46. Enter the desired date in the 'Termination Date' field.
  47. Select the desired value in the 'Reason For Termination' field.
  48. Click [Submit].
  49. Access the 'CareFabric Monitor' form.
  50. Enter the current date in the 'From Date' and 'Through Date' fields.
  51. Select "EvvResourceUpdated" in the 'Event/Action Search' field.
  52. Click [View Activity Log].
  53. Validate the 'CareFabric Monitor Report' contains a second "EvvResourceUpdated" record for the now terminated practitioner.
  54. Click [Click to View Record].
  55. Validate the 'isActive' field now contains "false".
  56. Close the report and the form.
Avatar CareFabric - 'EvvClientUpdated' SDK event
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CarePOV Management
  • CareFabric Monitor
Scenario 1: Mobile Caregiver+ - Validate the 'EvvClientUpdated' event when 'Send Non EVV Payers' is set to "Yes"
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A).
  • Must have a guarantor defined in the 'Guarantors/Payors' form that does not have "Medicaid" as a financial class (Guarantor A).
  • The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
  • "Yes" is selected in the 'Enable Mobile CareGiver+' field.
  • "Yes" is selected in the 'Send Non EVV Payers' field.
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
Steps
  1. Access the 'Admission' form.
  2. Enter any new values in the 'Client Search' dialog.
  3. Click [New Client] and [Yes].
  4. Validate the 'Client Name' field contains the value entered in the previous steps. Please note: this is a required field for Mobile CareGiver+ integration.
  5. Select the desired value in the 'Sex' field. Please note: this is a required field for Mobile CareGiver+ integration.
  6. Enter the desired date in the 'Date of Birth' field. Please note: this is a required field for Mobile CareGiver+ integration.
  7. Enter the desired date in the 'Preadmit/Admission Date' field.
  8. Enter the desired time in the 'Preadmit/Admission Time' field.
  9. Select "Program A" in the 'Program' field.
  10. Select the desired value in the 'Type Of Admission' field.
  11. Select the desired practitioner in the 'Admitting Practitioner' field.
  12. Enter the desired value in the 'Social Security Number' field.
  13. Select the "Demographics" section.
  14. Enter the desired value in the 'Address - Street' field. Please note: this is a required field for Mobile CareGiver+ integration.
  15. Enter the desired value in the 'Zipcode' field. Please note: this is a required field for Mobile CareGiver+ integration.
  16. Enter the desired value in the 'Cell Phone' field. Please note: at least one phone number (either Home or Cell) is a required field for Mobile CareGiver+ integration.
  17. Enter the desired value in the 'Home Phone' field.
  18. Enter the desired value in the 'Work Phone' field.
  19. Click [Submit]. Please note: this will be referred to as "Client A" from now on.
  20. Select "Client A" and access the 'Financial Eligibility' form.
  21. Select the "Guarantor Selection" section.
  22. Select "Guarantor A" in the 'Guarantor #' field.
  23. Select "(Non-Contract) Commercial" in the 'Guarantor Plan' field.
  24. Select "No" in the 'Customize Guarantor Plan' field.
  25. Select "Yes" in the 'Eligibility Verified' field.
  26. Enter the desired date in the 'Coverage Effective Date' field.
  27. Select "Self" in the 'Client's Relationship to Subscriber' field.
  28. Select "Yes" in the 'Subscriber Assignment Of Benefits' field.
  29. Enter the desired value in the 'Subscriber Policy #' field.
  30. Enter the desired value in the 'Subscriber Medicaid #' field.
  31. Select the desired value in the 'Subscriber Release Of Info' field.
  32. Select the "Financial Eligibility" section.
  33. Select "Guarantor A" in the 'Guarantor #1' field. Please note: this is a required field for Mobile CareGiver+ integration.
  34. Click [Submit].
  35. Access the 'CareFabric Monitor' form.
  36. Enter the current date in the 'From Date' and 'Through Date' fields.
  37. Select "Client A" in the 'Client ID' field.
  38. Select "EvvClientUpdated" in the 'Event/Action Search' field.
  39. Click [View Activity Log].
  40. Validate the 'CareFabric Monitor Report' contains an "EvvClientUpdated" record for "Client A".
  41. Click [Click to View Record].
  42. Validate the 'addresses' - 'addressID' - 'id' field contains "Client A's" PATID with an H on the end, indicating "Home".
  43. Validate the 'addresses' - 'city' field contains the city "Client A" lives in.
  44. Validate the 'addresses' - 'stateCode' field contains the state "Client A" lives in.
  45. Validate the 'addresses' - 'typeCode' - 'code' field contains "Home".
  46. Validate the 'addresses' - 'zipCode' field contains the zip code "Client A" lives in.
  47. Validate the birthDate' field contains "Client A's" birth date.
  48. Validate the 'clientGenderCode' - 'code' field contains "Client A's" gender (ex. F).
  49. Validate the 'clientGenderCode' - 'displayName' field contains "Client A's" gender (ex. Female).
  50. Validate the 'clientID' - 'id' field contains "Client A's" PATID.
  51. Validate the 'clientOrg' field contains the facility being used.
  52. Validate the 'insPlans' - 'effectiveStartDate' field contains the 'Coverage Effective Date' entered in the previous steps.
  53. Validate the 'insPlans' - 'insPayerID' - 'humanReadableValue' field contains "Guarantor A".
  54. Validate the 'insPlans' - 'insPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  55. Validate the 'insPlans' - 'insPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  56. Validate the 'insPlans' - 'mcgInsPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  57. Validate the 'insPlans' - 'mcgInsPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  58. Validate the 'policyID' field contains the 'Subscriber Policy #' entered in the previous steps.
  59. Validate the 'medicaidID' field contains the 'Subscriber Medicaid #' entered in the previous steps.
  60. Validate the 'name' - 'first' field contains "Client A's" first name.
  61. Validate the 'name' - 'last' field contains "Client A's" last name.
  62. Validate the 'phoneNumbers' - 'number' field contains "Client A's" phone number
  63. Validate the 'phoneNumbers' - 'phoneNumberID' - 'id' field contains "Client A's" PATID with an identifier at the end (ex. "PC" indicating Patient Cell, "PH" indicating Patient Home).
  64. Validate the 'phoneNumbers' - 'typeCode' - 'code' field contains the type of phone number (ex. Cell, Office, or Home).
  65. Validate both the 'Home Phone' & 'Cell Phone' numbers are displayed.
  66. Validate the 'Work Phone' number is not displayed. This is not used for Mobile CareGiver+ integration.
  67. Validate the 'providerOrganizationID' - 'humanReadableValue' field contains the program code for "Program A".
  68. Validate the 'providerOrganizationID' - 'id' field contains the 'EVV Provider Organization ID' for "Program A".
  69. Close the report and the form.
Scenario 2: Mobile Caregiver+ - Validate the 'EvvClientUpdated' event when 'Send Non EVV Payers' is set to "No"
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A).
  • Must have at least two guarantors defined in the 'Guarantors/Payors' form. One does not have a "Medicaid" financial class (Guarantor A) and one must have a "Medicaid" financial class (Guarantor B).
  • The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
  • "Yes" is selected in the 'Enable Mobile CareGiver+' field.
  • "No" is selected in the 'Send Non EVV Payers' field.
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
  • "Guarantor B" has a row with all fields populated in the 'Payor Program ID' grid.
Steps
  1. Access the 'Admission' form.
  2. Enter any new values in the 'Client Search' dialog.
  3. Click [New Client] and [Yes].
  4. Validate the 'Client Name' field contains the value entered in the previous steps. Please note: this is a required field for Mobile CareGiver+ integration.
  5. Select the desired value in the 'Sex' field. Please note: this is a required field for Mobile CareGiver+ integration.
  6. Enter the desired date in the 'Date of Birth' field. Please note: this is a required field for Mobile CareGiver+ integration.
  7. Enter the desired date in the 'Preadmit/Admission Date' field.
  8. Enter the desired time in the 'Preadmit/Admission Time' field.
  9. Select "Program A" in the 'Program' field.
  10. Select the desired value in the 'Type Of Admission' field.
  11. Select the desired practitioner in the 'Admitting Practitioner' field.
  12. Enter the desired value in the 'Social Security Number' field.
  13. Select the "Demographics" section.
  14. Enter the desired value in the 'Address - Street' field. Please note: this is a required field for Mobile CareGiver+ integration.
  15. Enter the desired value in the 'Zipcode' field. Please note: this is a required field for Mobile CareGiver+ integration.
  16. Enter the desired value in the 'Cell Phone' field. Please note: at least one phone number (either Home or Cell) is a required field for Mobile CareGiver+ integration.
  17. Enter the desired value in the 'Home Phone' field.
  18. Enter the desired value in the 'Work Phone' field.
  19. Click [Submit]. Please note: this will be referred to as "Client A" from now on.
  20. Select "Client A" and access the 'Financial Eligibility' form.
  21. Select the "Guarantor Selection" section.
  22. Select "Guarantor A" in the 'Guarantor #' field.
  23. Select "(Non-Contract) Commercial" in the 'Guarantor Plan' field.
  24. Select "No" in the 'Customize Guarantor Plan' field.
  25. Select "Yes" in the 'Eligibility Verified' field.
  26. Enter the desired date in the 'Coverage Effective Date' field.
  27. Select "Self" in the 'Client's Relationship to Subscriber' field.
  28. Select "Yes" in the 'Subscriber Assignment Of Benefits' field.
  29. Enter the desired value in the 'Subscriber Policy #' field.
  30. Enter the desired value in the 'Subscriber Medicaid #' field.
  31. Select the desired value in the 'Subscriber Release Of Info' field.
  32. Select the "Financial Eligibility" section.
  33. Select "Guarantor A" in the 'Guarantor #1' field.
  34. Click [Submit].
  35. Access the 'CareFabric Monitor' form.
  36. Enter the current date in the 'From Date' and 'Through Date' fields.
  37. Select "Client A" in the 'Client ID' field.
  38. Select "EvvClientUpdated" in the 'Event/Action Search' field.
  39. Click [View Activity Log].
  40. Validate the 'CareFabric Monitor Report' does not contain an "EvvClientUpdated" record for "Client A".
  41. Close the report and the form.
  42. Select "Client A" and access the 'Financial Eligibility' form.
  43. Select the "Guarantor Selection" section.
  44. Click [Add New Row].
  45. Select "Guarantor B" in the 'Guarantor #' field.
  46. Select "(Non-Contract) Commercial" in the 'Guarantor Plan' field.
  47. Select "No" in the 'Customize Guarantor Plan' field.
  48. Select "Yes" in the 'Eligibility Verified' field.
  49. Enter the desired date in the 'Coverage Effective Date' field.
  50. Select "Self" in the 'Client's Relationship to Subscriber' field.
  51. Select "Yes" in the 'Subscriber Assignment Of Benefits' field.
  52. Enter the desired value in the 'Subscriber Policy #' field.
  53. Enter the desired value in the 'Subscriber Medicaid #' field.
  54. Select the desired value in the 'Subscriber Release Of Info' field.
  55. Select the "Financial Eligibility" section.
  56. Select "Guarantor A" in the 'Guarantor #1' field.
  57. Select "Guarantor B" in the 'Guarantor #2' field. Please note: this is a required field for Mobile CareGiver+ integration.
  58. Click [Submit].
  59. Access the 'CareFabric Monitor' form.
  60. Enter the current date in the 'From Date' and 'Through Date' fields.
  61. Select "Client A" in the 'Client ID' field.
  62. Select "EvvClientUpdated" in the 'Event/Action Search' field.
  63. Click [View Activity Log].
  64. Validate the 'CareFabric Monitor Report' contains an "EvvClientUpdated" record for "Client A".
  65. Click [Click to View Record].
  66. Validate the 'addresses' - 'addressID' - 'id' field contains "Client A's" PATID with an H on the end, indicating"Home".
  67. Validate the 'addresses' - 'city' field contains the city "Client A" lives in.
  68. Validate the 'addresses' - 'stateCode' field contains the state "Client A" lives in.
  69. Validate the 'addresses' - 'typeCode' - 'code' field contains "Home".
  70. Validate the 'addresses' - 'zipCode' field contains the zip code "Client A" lives in.
  71. Validate the birthDate' field contains "Client A's" birth date.
  72. Validate the 'clientGenderCode' - 'code' field contains "Client A's" gender (ex. F).
  73. Validate the 'clientGenderCode' - 'displayName' field contains "Client A's" gender (ex. Female).
  74. Validate the 'clientID' - 'id' field contains "Client A's" PATID.
  75. Validate the 'clientOrg' field contains the facility being used.
  76. Validate the 'insPlans' - 'effectiveStartDate' field contains the 'Coverage Effective Date' entered in the previous steps.
  77. Validate the 'insPlans' - 'insPayerID' - 'humanReadableValue' field contains "Guarantor B".
  78. Validate the 'insPlans' - 'insPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  79. Validate the 'insPlans' - 'insPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  80. Validate the 'insPlans' - 'mcgInsPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  81. Validate the 'insPlans' - 'mcgInsPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  82. Validate the 'policyID' field contains the 'Subscriber Policy #' entered in the previous steps.
  83. Validate the 'medicaidID' field contains the 'Subscriber Medicaid #' entered in the previous steps.
  84. Validate the 'name' - 'first' field contains "Client A's" first name.
  85. Validate the 'name' - 'last' field contains "Client A's" last name.
  86. Validate the 'phoneNumbers' - 'number' field contains "Client A's" phone number
  87. Validate the 'phoneNumbers' - 'phoneNumberID' - 'id' field contains "Client A's" PATID with an identifier at the end (ex. "PC" indicating Patient Cell, "PH" indicating Patient Home).
  88. Validate the 'phoneNumbers' - 'typeCode' - 'code' field contains the type of phone number (ex. Cell, Office, or Home).
  89. Validate both the 'Home Phone' & 'Cell Phone' numbers are displayed
  90. Validate the 'Work Phone' number is not displayed. This is not used for Mobile CareGiver+ integration.
  91. Validate the 'providerOrganizationID' - 'humanReadableValue' field contains the program code for "Program A".
  92. Validate the 'providerOrganizationID' - 'id' field contains the 'EVV Provider Organization ID' for "Program A".
  93. Close the report and the form.
CarePOV Management - Support for Mobile CareGiver+
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CarePOV Management
  • CareFabric Monitor
Scenario 1: Mobile Caregiver+ - Validate the 'EvvClientUpdated' event when 'Send Non EVV Payers' is set to "Yes"
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A).
  • Must have a guarantor defined in the 'Guarantors/Payors' form that does not have "Medicaid" as a financial class (Guarantor A).
  • The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
  • "Yes" is selected in the 'Enable Mobile CareGiver+' field.
  • "Yes" is selected in the 'Send Non EVV Payers' field.
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
Steps
  1. Access the 'Admission' form.
  2. Enter any new values in the 'Client Search' dialog.
  3. Click [New Client] and [Yes].
  4. Validate the 'Client Name' field contains the value entered in the previous steps. Please note: this is a required field for Mobile CareGiver+ integration.
  5. Select the desired value in the 'Sex' field. Please note: this is a required field for Mobile CareGiver+ integration.
  6. Enter the desired date in the 'Date of Birth' field. Please note: this is a required field for Mobile CareGiver+ integration.
  7. Enter the desired date in the 'Preadmit/Admission Date' field.
  8. Enter the desired time in the 'Preadmit/Admission Time' field.
  9. Select "Program A" in the 'Program' field.
  10. Select the desired value in the 'Type Of Admission' field.
  11. Select the desired practitioner in the 'Admitting Practitioner' field.
  12. Enter the desired value in the 'Social Security Number' field.
  13. Select the "Demographics" section.
  14. Enter the desired value in the 'Address - Street' field. Please note: this is a required field for Mobile CareGiver+ integration.
  15. Enter the desired value in the 'Zipcode' field. Please note: this is a required field for Mobile CareGiver+ integration.
  16. Enter the desired value in the 'Cell Phone' field. Please note: at least one phone number (either Home or Cell) is a required field for Mobile CareGiver+ integration.
  17. Enter the desired value in the 'Home Phone' field.
  18. Enter the desired value in the 'Work Phone' field.
  19. Click [Submit]. Please note: this will be referred to as "Client A" from now on.
  20. Select "Client A" and access the 'Financial Eligibility' form.
  21. Select the "Guarantor Selection" section.
  22. Select "Guarantor A" in the 'Guarantor #' field.
  23. Select "(Non-Contract) Commercial" in the 'Guarantor Plan' field.
  24. Select "No" in the 'Customize Guarantor Plan' field.
  25. Select "Yes" in the 'Eligibility Verified' field.
  26. Enter the desired date in the 'Coverage Effective Date' field.
  27. Select "Self" in the 'Client's Relationship to Subscriber' field.
  28. Select "Yes" in the 'Subscriber Assignment Of Benefits' field.
  29. Enter the desired value in the 'Subscriber Policy #' field.
  30. Enter the desired value in the 'Subscriber Medicaid #' field.
  31. Select the desired value in the 'Subscriber Release Of Info' field.
  32. Select the "Financial Eligibility" section.
  33. Select "Guarantor A" in the 'Guarantor #1' field. Please note: this is a required field for Mobile CareGiver+ integration.
  34. Click [Submit].
  35. Access the 'CareFabric Monitor' form.
  36. Enter the current date in the 'From Date' and 'Through Date' fields.
  37. Select "Client A" in the 'Client ID' field.
  38. Select "EvvClientUpdated" in the 'Event/Action Search' field.
  39. Click [View Activity Log].
  40. Validate the 'CareFabric Monitor Report' contains an "EvvClientUpdated" record for "Client A".
  41. Click [Click to View Record].
  42. Validate the 'addresses' - 'addressID' - 'id' field contains "Client A's" PATID with an H on the end, indicating "Home".
  43. Validate the 'addresses' - 'city' field contains the city "Client A" lives in.
  44. Validate the 'addresses' - 'stateCode' field contains the state "Client A" lives in.
  45. Validate the 'addresses' - 'typeCode' - 'code' field contains "Home".
  46. Validate the 'addresses' - 'zipCode' field contains the zip code "Client A" lives in.
  47. Validate the birthDate' field contains "Client A's" birth date.
  48. Validate the 'clientGenderCode' - 'code' field contains "Client A's" gender (ex. F).
  49. Validate the 'clientGenderCode' - 'displayName' field contains "Client A's" gender (ex. Female).
  50. Validate the 'clientID' - 'id' field contains "Client A's" PATID.
  51. Validate the 'clientOrg' field contains the facility being used.
  52. Validate the 'insPlans' - 'effectiveStartDate' field contains the 'Coverage Effective Date' entered in the previous steps.
  53. Validate the 'insPlans' - 'insPayerID' - 'humanReadableValue' field contains "Guarantor A".
  54. Validate the 'insPlans' - 'insPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  55. Validate the 'insPlans' - 'insPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  56. Validate the 'insPlans' - 'mcgInsPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  57. Validate the 'insPlans' - 'mcgInsPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  58. Validate the 'policyID' field contains the 'Subscriber Policy #' entered in the previous steps.
  59. Validate the 'medicaidID' field contains the 'Subscriber Medicaid #' entered in the previous steps.
  60. Validate the 'name' - 'first' field contains "Client A's" first name.
  61. Validate the 'name' - 'last' field contains "Client A's" last name.
  62. Validate the 'phoneNumbers' - 'number' field contains "Client A's" phone number
  63. Validate the 'phoneNumbers' - 'phoneNumberID' - 'id' field contains "Client A's" PATID with an identifier at the end (ex. "PC" indicating Patient Cell, "PH" indicating Patient Home).
  64. Validate the 'phoneNumbers' - 'typeCode' - 'code' field contains the type of phone number (ex. Cell, Office, or Home).
  65. Validate both the 'Home Phone' & 'Cell Phone' numbers are displayed.
  66. Validate the 'Work Phone' number is not displayed. This is not used for Mobile CareGiver+ integration.
  67. Validate the 'providerOrganizationID' - 'humanReadableValue' field contains the program code for "Program A".
  68. Validate the 'providerOrganizationID' - 'id' field contains the 'EVV Provider Organization ID' for "Program A".
  69. Close the report and the form.
Scenario 2: CarePOV Management - 'Electronic Visit Verification' section - 'Mobile Caregiver+' integration
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. This must be done by a Netsmart Representative.
  • Please note: Selecting "Yes" to 'Enable Mobile CareGiver+' will disable any active integrations in the 'Electronic Visit Verification' section of the 'CarePOV Management' form.
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the "Electronic Visit Verification" section.
  3. Validate the 'Mobile CareGiver+' section is displayed.
  4. Validate the 'Enable Mobile CareGiver+' field is not required.
  5. Select "Yes" in the 'Enable Mobile CareGiver+' field. Please note: when "Yes" is selected, certain fields on this form will now be hidden that are not relevant to this integration. If left blank, or if "No" is selected, all fields will display on the form.
  6. Validate the 'Send Non EVV Payers' field is displayed.
  7. Select the desired value in the 'Send Non EVV Payers' field.
  8. Validate the 'Require Authorization' field is displayed.
  9. Select the desired value in the 'Require Authorization' field.
  10. Validate the 'Require Cancellation Reason' field is displayed.
  11. Select the desired value in the 'Require Cancellation Reason' field.
  12. Validate the 'Cancelled Appointment Status' field is displayed.
  13. Select the desired value in the 'Cancelled Appointment Status' field.
  14. Validate the 'Require State Acceptance Before Billing' field is displayed.
  15. Select the desired value in the 'Require State Acceptance Before Billing' field.
  16. Select the desired value in the 'EVV Admin User ID' field.
  17. Select the desired value in the 'Progress Note Form' field.
  18. Select the desired value in the 'Save Progress Notes' field.
  19. Select the desired value in the 'Site' field.
  20. Enter the desired value in the 'Medicaid Provider ID' field.
  21. Select the desired value in the 'Provider Address To Be Sent' field.
  22. Click [New Row] in the 'Payor Program ID' grid.
  23. Select the desired guarantor in the 'Guarantor' field.
  24. Enter the desired value in the 'Payer ID' field.
  25. Enter the desired value in the 'Payer Program' field.
  26. Enter the desired value in the 'Insurance Plan ID' field.
  27. Enter the desired value in the 'MCG+ Payer ID' field.
  28. Enter the desired value in the 'MCG+ Insurance Plan ID' field.
  29. Repeat as needed for additional guarantor(s).
  30. Click [New Row] in the 'Progress Note Form Mapping' grid.
  31. Select the desired service code in the 'Service Code' field.
  32. Select the desired program in the 'Program' field.
  33. Select the desired progress note form in the 'Progress Note Form' field.
  34. Repeat as needed for additional mappings.
  35. Validate the 'Payloads' field contains "EvvClientUpdated" and "EvvResourceUpdated".
  36. Select "EvvClientUpdated" and "EvvResourceUpdated" in the 'Payloads' field.
  37. Click [Send EVV Payloads]. This will re-send events for any existing EVV clients/resources.
  38. Validate a message is displayed stating: Payloads will be sent in the background. You will be notified when the process is completed.
  39. Click [OK] and [Submit].
  40. Validate a message is displayed stating: EVV payloads have been sent: "Resource #: Client #: Total #:" Please note: this may take a few minutes.
  41. Click [OK].
  42. Access the 'CarePOV Management' form.
  43. Select the "Electronic Visit Verification" section.
  44. Validate all previously filed data is displayed as filed.
  45. Close the form.
Scenario 3: Mobile Caregiver+ - Validate the 'EvvClientUpdated' event when 'Send Non EVV Payers' is set to "No"
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A).
  • Must have at least two guarantors defined in the 'Guarantors/Payors' form. One does not have a "Medicaid" financial class (Guarantor A) and one must have a "Medicaid" financial class (Guarantor B).
  • The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
  • "Yes" is selected in the 'Enable Mobile CareGiver+' field.
  • "No" is selected in the 'Send Non EVV Payers' field.
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
  • "Guarantor B" has a row with all fields populated in the 'Payor Program ID' grid.
Steps
  1. Access the 'Admission' form.
  2. Enter any new values in the 'Client Search' dialog.
  3. Click [New Client] and [Yes].
  4. Validate the 'Client Name' field contains the value entered in the previous steps. Please note: this is a required field for Mobile CareGiver+ integration.
  5. Select the desired value in the 'Sex' field. Please note: this is a required field for Mobile CareGiver+ integration.
  6. Enter the desired date in the 'Date of Birth' field. Please note: this is a required field for Mobile CareGiver+ integration.
  7. Enter the desired date in the 'Preadmit/Admission Date' field.
  8. Enter the desired time in the 'Preadmit/Admission Time' field.
  9. Select "Program A" in the 'Program' field.
  10. Select the desired value in the 'Type Of Admission' field.
  11. Select the desired practitioner in the 'Admitting Practitioner' field.
  12. Enter the desired value in the 'Social Security Number' field.
  13. Select the "Demographics" section.
  14. Enter the desired value in the 'Address - Street' field. Please note: this is a required field for Mobile CareGiver+ integration.
  15. Enter the desired value in the 'Zipcode' field. Please note: this is a required field for Mobile CareGiver+ integration.
  16. Enter the desired value in the 'Cell Phone' field. Please note: at least one phone number (either Home or Cell) is a required field for Mobile CareGiver+ integration.
  17. Enter the desired value in the 'Home Phone' field.
  18. Enter the desired value in the 'Work Phone' field.
  19. Click [Submit]. Please note: this will be referred to as "Client A" from now on.
  20. Select "Client A" and access the 'Financial Eligibility' form.
  21. Select the "Guarantor Selection" section.
  22. Select "Guarantor A" in the 'Guarantor #' field.
  23. Select "(Non-Contract) Commercial" in the 'Guarantor Plan' field.
  24. Select "No" in the 'Customize Guarantor Plan' field.
  25. Select "Yes" in the 'Eligibility Verified' field.
  26. Enter the desired date in the 'Coverage Effective Date' field.
  27. Select "Self" in the 'Client's Relationship to Subscriber' field.
  28. Select "Yes" in the 'Subscriber Assignment Of Benefits' field.
  29. Enter the desired value in the 'Subscriber Policy #' field.
  30. Enter the desired value in the 'Subscriber Medicaid #' field.
  31. Select the desired value in the 'Subscriber Release Of Info' field.
  32. Select the "Financial Eligibility" section.
  33. Select "Guarantor A" in the 'Guarantor #1' field.
  34. Click [Submit].
  35. Access the 'CareFabric Monitor' form.
  36. Enter the current date in the 'From Date' and 'Through Date' fields.
  37. Select "Client A" in the 'Client ID' field.
  38. Select "EvvClientUpdated" in the 'Event/Action Search' field.
  39. Click [View Activity Log].
  40. Validate the 'CareFabric Monitor Report' does not contain an "EvvClientUpdated" record for "Client A".
  41. Close the report and the form.
  42. Select "Client A" and access the 'Financial Eligibility' form.
  43. Select the "Guarantor Selection" section.
  44. Click [Add New Row].
  45. Select "Guarantor B" in the 'Guarantor #' field.
  46. Select "(Non-Contract) Commercial" in the 'Guarantor Plan' field.
  47. Select "No" in the 'Customize Guarantor Plan' field.
  48. Select "Yes" in the 'Eligibility Verified' field.
  49. Enter the desired date in the 'Coverage Effective Date' field.
  50. Select "Self" in the 'Client's Relationship to Subscriber' field.
  51. Select "Yes" in the 'Subscriber Assignment Of Benefits' field.
  52. Enter the desired value in the 'Subscriber Policy #' field.
  53. Enter the desired value in the 'Subscriber Medicaid #' field.
  54. Select the desired value in the 'Subscriber Release Of Info' field.
  55. Select the "Financial Eligibility" section.
  56. Select "Guarantor A" in the 'Guarantor #1' field.
  57. Select "Guarantor B" in the 'Guarantor #2' field. Please note: this is a required field for Mobile CareGiver+ integration.
  58. Click [Submit].
  59. Access the 'CareFabric Monitor' form.
  60. Enter the current date in the 'From Date' and 'Through Date' fields.
  61. Select "Client A" in the 'Client ID' field.
  62. Select "EvvClientUpdated" in the 'Event/Action Search' field.
  63. Click [View Activity Log].
  64. Validate the 'CareFabric Monitor Report' contains an "EvvClientUpdated" record for "Client A".
  65. Click [Click to View Record].
  66. Validate the 'addresses' - 'addressID' - 'id' field contains "Client A's" PATID with an H on the end, indicating"Home".
  67. Validate the 'addresses' - 'city' field contains the city "Client A" lives in.
  68. Validate the 'addresses' - 'stateCode' field contains the state "Client A" lives in.
  69. Validate the 'addresses' - 'typeCode' - 'code' field contains "Home".
  70. Validate the 'addresses' - 'zipCode' field contains the zip code "Client A" lives in.
  71. Validate the birthDate' field contains "Client A's" birth date.
  72. Validate the 'clientGenderCode' - 'code' field contains "Client A's" gender (ex. F).
  73. Validate the 'clientGenderCode' - 'displayName' field contains "Client A's" gender (ex. Female).
  74. Validate the 'clientID' - 'id' field contains "Client A's" PATID.
  75. Validate the 'clientOrg' field contains the facility being used.
  76. Validate the 'insPlans' - 'effectiveStartDate' field contains the 'Coverage Effective Date' entered in the previous steps.
  77. Validate the 'insPlans' - 'insPayerID' - 'humanReadableValue' field contains "Guarantor B".
  78. Validate the 'insPlans' - 'insPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  79. Validate the 'insPlans' - 'insPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  80. Validate the 'insPlans' - 'mcgInsPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  81. Validate the 'insPlans' - 'mcgInsPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  82. Validate the 'policyID' field contains the 'Subscriber Policy #' entered in the previous steps.
  83. Validate the 'medicaidID' field contains the 'Subscriber Medicaid #' entered in the previous steps.
  84. Validate the 'name' - 'first' field contains "Client A's" first name.
  85. Validate the 'name' - 'last' field contains "Client A's" last name.
  86. Validate the 'phoneNumbers' - 'number' field contains "Client A's" phone number
  87. Validate the 'phoneNumbers' - 'phoneNumberID' - 'id' field contains "Client A's" PATID with an identifier at the end (ex. "PC" indicating Patient Cell, "PH" indicating Patient Home).
  88. Validate the 'phoneNumbers' - 'typeCode' - 'code' field contains the type of phone number (ex. Cell, Office, or Home).
  89. Validate both the 'Home Phone' & 'Cell Phone' numbers are displayed
  90. Validate the 'Work Phone' number is not displayed. This is not used for Mobile CareGiver+ integration.
  91. Validate the 'providerOrganizationID' - 'humanReadableValue' field contains the program code for "Program A".
  92. Validate the 'providerOrganizationID' - 'id' field contains the 'EVV Provider Organization ID' for "Program A".
  93. Close the report and the form.
Topics
• Electronic Visit Verification
Update 78.1 Summary | Details
Avatar CareFabric - SDK events
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
  • Treatment Plan
  • Patient Health Questionnaire-9
  • Discharge
  • Client Charge Input
  • Vitals Entry
  • Women's Health History
  • Problem List
  • Client/Caregiver Education
  • Implantable Device List
  • Update Client Data
  • Progress Notes (Group and Individual)
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 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  13. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  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 'statusCode' - 'displayName' field contains "Confirmed".
  18. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the status selected.
  19. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the status selected.
  20. Validate all other allergy data displays as expected.
  21. Close the report and the form.
  22. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  23. Click [Update].
  24. Validate the 'Allergies' grid contains the allergy filed in the previous steps.
  25. Select "Inactive" in the 'Status' field.
  26. Click [Save] and [Submit].
  27. Access the 'CareFabric Monitor' form.
  28. Enter the current date in the 'From Date' and 'Through Date' fields.
  29. Click [View Activity Log].
  30. Validate the 'CareFabric Monitor Report' contains a "AllergyUpdated" record.
  31. Click [Click To View Record].
  32. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  33. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  34. Validate the 'clientID' - 'id' field contains "Client A".
  35. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the new status selected.
  36. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the new status selected.
  37. Validate the 'statusCode' - 'displayName' field contains "Inactive".
  38. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the new status selected.
  39. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the new status selected.
  40. Validate all other allergy data displays as expected.
  41. Close the report and the form.
Scenario 2: Emergency Contact Information - Validate the 'AssociatedPersonCreated' SDK event
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Emergency Contact Information' form.
  2. Enter the desired value in the 'Emergency Contact Name' field.
  3. Populate any other desired fields.
  4. Click [Submit].
  5. Access the 'CareFabric Monitor' form.
  6. Enter the current date in the 'From Date' and 'Through Date' fields.
  7. Click [View Activity Log].
  8. Validate the 'CareFabric Monitor Report' contains a "AssociatedPersonCreated" record.
  9. Click [Click To View Record].
  10. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  11. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  12. Validate the emergency contact information is displayed.
  13. Close the report and the form.
Scenario 3: Treatment Plan - Validate the 'CarePlanCreated', 'CarePlanGoalCreated', 'CarePlanInterventionCreated', and 'CarePlanProblemCreated' SDK events
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the desired date in the 'Plan Date' field.
  3. Select the desired value in the 'Plan Type' field.
  4. Select "Draft" in the 'Treatment Plan Status' field.
  5. Click [Launch Plan].
  6. Add a problem, goal, objective and intervention.
  7. Populate all required and desired fields.
  8. Click [Back To Plan Page].
  9. Select "Final" in the 'Treatment Plan Status' field.
  10. Click [Submit].
  11. Access the 'CareFabric Monitor' form.
  12. Enter the current date in the 'From Date' and 'Through Date' fields.
  13. Click [View Activity Log].
  14. Validate the 'CareFabric Monitor Report' contains a "CarePlanCreated", "CarePlanGoalCreated", "CarePlanInterventionCreated", and "CarePlanProblemCreated" record.
  15. Click [Click To View Record] for the "CarePlanCreated" record.
  16. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  17. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  18. Validate all other information displays.
  19. Navigate back to the 'CareFabric Monitor Report'.
  20. Click [Click To View Record] for the "CarePlanGoalCreated" record.
  21. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  22. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  23. Validate the 'goalCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.271".
  24. Validate all other information displays.
  25. Navigate back to the 'CareFabric Monitor Report'.
  26. Click [Click To View Record] for the "CarePlanInterventionCreated" record.
  27. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  28. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  29. Validate all other information displays.
  30. Navigate back to the 'CareFabric Monitor Report'.
  31. Click [Click To View Record] for the "CarePlanProblemCreated" record.
  32. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  33. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  34. Validate all other information displays.
  35. Close the reports and the form.
Scenario 4: '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. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  28. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  29. Close the report and the form.
Scenario 5: Patient Health Questionnaire-9 - Validate the 'EhrAssessmentResultCreated' SDK event
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Patient Health Questionnaire-9' form.
  2. Populate all required fields.
  3. Select "Final" in the 'Assessment Status' field.
  4. Click [OK] and [Submit].
  5. Access the 'CareFabric Monitor' form.
  6. Enter the current date in the 'From Date' and 'Through Date' fields.
  7. Click [View Activity Log].
  8. Validate the 'CareFabric Monitor Report' contains a "EhrAssessmentResultCreated" record.
  9. Click [Click To View Record].
  10. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  11. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  12. Validate the assessment data is displayed.
  13. Close the report and the form.
Scenario 6: '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 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  17. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  18. Validate the 'accessTags' - 'type' field contains "tag-External".
  19. Validate the 'accessTags' - 'value' field contains "ProgramCode:#". (NOTE: ProgramCode:# will be the program number that the client was admitted into.)
  20. Validate all other filed information is populated.
  21. Close the report and the form.
Scenario 7: 'Client Charge Input' form - Validate the 'VisitCreated' event in the 'CareFabric Monitor' form
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • A service code must be defined that is a visit (Service Code A).
Steps
  1. Access the 'Client Charge Input' form.
  2. Enter the current date in the 'Date Of Service' field.
  3. Enter "Client A" in the 'Client ID' field.
  4. Select "Episode 1" in the 'Episode Number' field.
  5. Enter "Service Code A" in the 'Service Code' field.
  6. Enter the desired practitioner in the 'Practitioner' field.
  7. Validate a "Form Return" message is displayed stating: "Submitting has completed. Do you wish to return to form?"
  8. Click [No].
  9. Open the 'CareFabric Monitor' form.
  10. Enter the current date in the 'From Date' and 'Through Date' fields.
  11. Click [View Activity Log].
  12. Select the "VisitCreated" activity type.
  13. Click [Click to View Record].
  14. Validate a report with the 'VisitCreated' payload is displayed.
  15. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  16. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  17. Validate the visit data is displayed.
  18. Close the report and the form.
Scenario 8: 'Client Charge Input' form - Validate the 'ServiceCreated' event in the 'CareFabric Monitor' form
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • A service code must be defined that is a service (Service Code A).
Steps
  1. Open the 'Client Charge Input' form.
  2. Enter the current date in the 'Date Of Service' field.
  3. Enter "Client A" in the 'Client ID' field.
  4. Select "Episode 1" in the 'Episode Number' field.
  5. Enter "Service Code A" in the 'Service Code' field.
  6. Enter the desired practitioner in the 'Practitioner' field.
  7. Click [Submit].
  8. Validate a "Form Return" message is displayed stating: "Submitting has completed. Do you wish to return to form?"
  9. Click [No].
  10. Open the 'CareFabric Monitor' form.
  11. Set the 'From Date' field to the current date.
  12. Set the 'Through Date' field to the current date.
  13. Set the 'Client ID' field to "Client A".
  14. Click [View Activity Log].
  15. Select "ServiceCreated" from the 'Activity Type' label.
  16. Click [Click to View Record].
  17. Validate a report with the 'ServiceCreated' payload is displayed.
  18. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  19. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  20. Validate the service data is displayed.
  21. Close the report and form.
Scenario 9: 'Client Charge Input' form - Validate the 'InterventionCreated' event in the 'CareFabric Monitor' form
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • A service code must be defined that is an intervention (Service Code A).
Steps
  1. Open the 'Client Charge Input' form.
  2. Enter the current date in the 'Date Of Service' field.
  3. Enter "Client A" in the 'Client ID' field.
  4. Select "Episode 1" in the 'Episode Number' field.
  5. Enter "Service Code A" in the 'Service Code' field.
  6. Enter the desired practitioner in the 'Practitioner' field.
  7. Click [Submit].
  8. Validate a "Form Return" message is displayed stating: "Submitting has completed. Do you wish to return to form?"
  9. Click [No].
  10. Open the 'CareFabric Monitor' form.
  11. Set the 'From Date' field to the current date.
  12. Set the 'Through Date' field to the current date.
  13. Set the 'Client ID' field to "Client A".
  14. Click [View Activity Log].
  15. Select "InterventionCreated" from the 'Activity Type' label.
  16. Click [Click to View Record].
  17. Validate a report with the 'InterventionCreated' payload is displayed.
  18. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  19. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  20. Validate the intervention data is displayed.
  21. Close the report and form.
Scenario 10: Vitals Entry - Validate the 'VitalSignSetCreated', 'VitalSignSetUpdated' and 'VitalSignDeleted' SDK events
Specific Setup:
  • A client is enrolled in an existing episode (Client A);
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select "Add" in the 'Update Vital Sign' field.
  3. Populate all required and desired fields.
  4. Enter the desired value in the 'Comments' field.
  5. Click [Submit].
  6. Access the 'CareFabric Monitor' form.
  7. Enter the current date in the 'From Date' and 'Through Date' fields.
  8. Click [View Activity Log].
  9. Validate the 'CareFabric Monitor Report' contains a "VitalSignSetCreated" record.
  10. Click [Click To View Record].
  11. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  12. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  13. Validate the 'notes' field contains the 'Comments' filed in the previous steps.
  14. Validate all vitals information is displayed.
  15. Close the report and the form.
Scenario 11: 'Discharge' form - Validate the 'InstructionCreated' event'
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Discharge' form.
  2. Enter the desired date in the 'Date Of Discharge'.
  3. Enter the desired time in the 'Discharge Time' field.
  4. Select the desired value in the 'Type Of Discharge' field.
  5. Enter the desired practitioner in the 'Discharge Practitioner' field.
  6. Enter the desired value in the 'Hospital Discharge Instructions' field.
  7. Click [Submit].
  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. Click [View Activity Log].
  12. Validate the 'CareFabric Monitor Report' contains an "InstructionCreated" record.
  13. Click [Click To View Record].
  14. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  15. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  16. Validate the 'instructionID' - 'id' field contains a unique identifier (ex. 20693||6600.71).
  17. Validate the 'instructionText' field contains the value entered in 'Hospital Discharge Instructions' field in the previous steps.
  18. Close the report and the form.
Scenario 12: '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 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  13. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  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 'statusCode' - 'displayName' field contains "Active".
  18. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the status selected.
  19. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the status selected.
  20. Validate all other problem data displays as expected.
  21. Close the report and the form.
  22. Select "Client A" and access the 'Problem List' form.
  23. Click [View/Enter Problems].
  24. Validate the 'Problem List' grid is displayed and contains the problem filed in the previous steps.
  25. Select "Inactive" in the 'Status' field for the existing problem.
  26. Click [Save] and [Submit].
  27. Access the 'CareFabric Monitor' form.
  28. Enter the current date in the 'From Date' and 'Through Date' fields.
  29. Click [View Activity Log].
  30. Validate the 'CareFabric Monitor Report' contains a "ProblemUpdated" record.
  31. Click [Click To View Record].
  32. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  33. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  34. Validate the 'clientID' - 'id' field contains "Client A".
  35. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the new status selected.
  36. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the new status selected.
  37. Validate the 'statusCode' - 'displayName' field contains "Inactive".
  38. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the new status selected.
  39. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the new status selected.
  40. Validate all other problem data displays as expected.
  41. Close the report and the form.
Scenario 13: '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 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  15. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  16. Validate the 'clientID' - 'id' field contains "Client A".
  17. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the status selected.
  18. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the status selected.
  19. Validate the 'narrative' field contains the value entered in the 'Comments' field in the 'Problem List' form.
  20. Validate the 'statusCode' - 'code' field contains "A".
  21. Validate the 'statusCode' - 'displayName' field contains "Active"
  22. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the status selected.
  23. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the status selected.
  24. Close the report and the form.
  25. Select "Client A" and access the 'Problem List' form.
  26. Click [View/Enter Problems].
  27. Validate the problem filed in the previous steps is displayed.
  28. Select "Inactive" in the 'Status' field.
  29. Enter any new value in the 'Comments' field.
  30. Click [Save] and [Submit].
  31. Access the 'CareFabric Monitor' form.
  32. Enter the current date in the 'From Date' and 'Through Date' fields.
  33. Enter "Client A" in the 'Client ID' field.
  34. Enter "ClientRecordedStatusUpdated" in the 'Event/Action Search' field.
  35. Click [View Activity Log].
  36. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusUpdated" record for "Client A".
  37. Click [Click To View Record].
  38. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  39. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  40. Validate the 'clientID' - 'id' field contains "Client A".
  41. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the new status selected.
  42. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the new status selected.
  43. Validate the 'narrative' field contains the new value entered in the 'Comments' field in the 'Problem List' form.
  44. Validate the 'statusCode' - 'code' field contains "I".
  45. Validate the 'statusCode' - 'displayName' field contains "Inactive"
  46. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the new status selected.
  47. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the new status selected.
  48. Select "Client A" and access the 'Problem List' form.
  49. Click [View/Enter Problems].
  50. Validate the problem filed in the previous steps is displayed.
  51. Delete the existing value in the 'Comments' field. This will trigger the 'ClientRecordedStatusDeleted' SDK event.
  52. Click [Save] and [Submit].
  53. Access the 'CareFabric Monitor' form.
  54. Enter the current date in the 'From Date' and 'Through Date' fields.
  55. Enter "Client A" in the 'Client ID' field.
  56. Enter "ClientRecordedStatusDeleted" in the 'Event/Action Search' field.
  57. Click [View Activity Log].
  58. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusDeleted" record for "Client A".
  59. Validate the 'clientID' - 'id' field contains "Client A".
  60. Validate the 'clinicalStatusCode' field contains "null".
  61. Validate the 'narrative' field contains "null".
  62. Validate the 'statusCode' field contains "null".
  63. Validate the 'verificationStatusCode' field contains "null".
  64. Close the report and the form.
  65. Select "Client A" and access the 'Problem List' form.
  66. Click [View/Enter Problems].
  67. Validate the problem filed in the previous steps is displayed.
  68. Enter the desired value in the 'Comments' field.
  69. Click [Save] and [Submit].
  70. Access the 'CareFabric Monitor' form.
  71. Enter the current date in the 'From Date' and 'Through Date' fields.
  72. Enter "Client A" in the 'Client ID' field.
  73. Enter "ClientRecordedStatusUpdated" in the 'Event/Action Search' field.
  74. Click [View Activity Log].
  75. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusUpdated" record for "Client A".
  76. Click [Click To View Record].
  77. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  78. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  79. Validate the 'clientID' - 'id' field contains "Client A".
  80. Validate the 'narrative' field contains the new value entered in the 'Comments' field in the 'Problem List' form.
  81. Validate all other data is displayed as expected.
  82. Close the report and the form.
  83. Select "Client A" and access the 'Problem List' form.
  84. Click [View/Enter Problems].
  85. Validate the problem filed in the previous steps is displayed.
  86. Select "Voided" in the 'Status' field. This will also trigger the 'ClientRecordedStatusDeleted' SDK event.
  87. Click [Save] and [Submit].
  88. Access the 'CareFabric Monitor' form.
  89. Enter the current date in the 'From Date' and 'Through Date' fields.
  90. Enter "Client A" in the 'Client ID' field.
  91. Enter "ClientRecordedStatusDeleted" in the 'Event/Action Search' field.
  92. Click [View Activity Log].
  93. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusDeleted" record for "Client A".
  94. Validate the 'clientID' - 'id' field contains "Client A".
  95. Validate the 'clinicalStatusCode' field contains "null".
  96. Validate the 'narrative' field contains "null".
  97. Validate the 'statusCode' field contains "null".
  98. Validate the 'verificationStatusCode' field contains "null".
  99. Close the report and the form.
Scenario 14: Client Health Maintenance - Validate the 'ImmunizationCreated' SDK event
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Client Health Maintenance' form.
  2. Select "Client A" in the 'Client ID' field.
  3. Click [Update].
  4. Select the desired value in the 'Vaccine' field.
  5. Select the desired value in the 'Dose' field.
  6. Select the desired value in the 'Provided By' field.
  7. Enter the desired date in the 'Date' field.
  8. Select "No" in the 'Refused' field.
  9. Populate all other required and desired fields.
  10. Click [Save] and [Submit].
  11. Access the 'CareFabric Monitor' form.
  12. Enter the current date in the 'From Date' and 'Through Date' fields.
  13. Click [View Activity Log].
  14. Validate the 'CareFabric Monitor Report' contains a "ImmunizationCreated" record.
  15. Click [Click To View Record].
  16. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  17. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  18. Validate the 'statusCode' - 'code' field contains "completed".
  19. Validate the 'statusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.295"
  20. Validate the 'statusCode' - 'codeSystemName' field contains "ImmunizationStatusCodes".
  21. Validate the 'statusCode' - 'displayName' field contains "Completed".
  22. Validate the immunization information is displayed.
  23. Close the report and the form.
Scenario 15: Implantable Device List - Validate the 'ClientMedicalDeviceCreated' SDK event
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Avatar CWS 2022 Update 109 is required for full functionality.
Steps
  1. Access the 'Implantable Device List' form.
  2. Select "Client A" in the 'Client Search' field.
  3. Select the desired device in the 'Unique Device Identifier Search' field.
  4. Click [File Implantable Device To Client].
  5. Validate a message is displayed stating: Filed Successfully.
  6. Click [OK] 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 "ClientMedicalDeviceCreated" record.
  11. Click [Click To View Record].
  12. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  13. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  14. Validate the device data is displayed.
  15. Close the report and the form.
Scenario 16: 'Update Client Data' - validate the 'ClientUpdated' and 'ClientDemographicsCreated' events
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • The extended dictionary is defined for the 'Sexual Orientation' and 'Gender Identity' data elements in 'Dictionary Update'.
Steps
  1. Select "Client A" and access the 'Update Client Data' form.
  2. Enter the desired value in the 'Address - Street' field.
  3. Enter the desired value in the 'Apartment or Unit' field.
  4. Enter the desired value in the 'Zip Code' field.
  5. Enter the desired value in the 'City' field.
  6. Select the desired value in the 'State' field.
  7. Enter the desired date in the 'Address Start Date' field.
  8. Enter the desired value in the 'Home Phone' field.
  9. Enter the desired value in the 'Work Phone' field.
  10. Enter the desired value in the 'Cell Phone' field.
  11. Enter the desired value in the 'Client's Email Address' field.
  12. Select the desired value in the 'Sexual Orientation' field.
  13. Select the desired value in the 'Gender Identity' field.
  14. Click [Submit].
  15. Access the 'CareFabric Monitor' form.
  16. Enter the current date in the 'From Date' and 'Through Date' fields.
  17. Enter "Client A" in the 'Client ID' field.
  18. Click [View Activity Log].
  19. Validate the 'CareFabric Monitor Report' contains a "ClientUpdated" record and select it.
  20. Click [Click To View Record].
  21. Validate the 'addresses' - 'city' field contains the value entered in the previous steps.
  22. Validate the 'addresses' - 'fromDate' field contains the 'Address Start Date' entered in the previous steps.
  23. Validate the 'addresses' - 'stateCode' field contains the value entered in the previous steps.
  24. Validate the 'addresses' - 'street1' field contains the value entered in the previous steps.
  25. Validate the 'addresses' - 'street2' field contains the value entered in the previous steps.
  26. Validate the 'addresses' - 'zipCode' field contains the value entered in the previous steps.
  27. Validate the 'addresses' - 'typeCode' - 'code' field contains "H".
  28. Validate the 'addresses' - 'typeCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.67".
  29. Validate the 'addresses' - 'typeCode' - 'codeSystemName' field contains "Address".
  30. Validate the 'addresses' - 'typeCode' - 'displayName' field contains "Home".
  31. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  32. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  33. Validate the 'genderIdentityCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.972".
  34. Validate the 'genderIdentityCode' - 'displayName' field contains the value entered in the previous steps.
  35. Validate the 'sexualOrientationCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.29".
  36. Validate the 'sexualOrientationCode' - 'displayName' field contains the value entered in the previous steps.
  37. Validate the 'emailAccounts' - 'address' field contains the value entered in the previous steps.
  38. Validate the 'emailAccounts' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.73".
  39. Validate the 'emailAccounts' - 'codeSystemName' field contains "Email Account".
  40. Validate the 'phoneNumbers' - 'codeSystem' fields contains "2.16.840.1.113883.4.642.3.73".
  41. Validate the 'phoneNumbers' - 'number' fields contain the value entered in the previous steps.
  42. Validate any other filed data is displayed.
  43. Navigate back to the 'CareFabric Monitor Report' and select the "ClientDemographicsCreated" record.
  44. Click [Click To View Record].
  45. Validate the 'addresses' - 'city' field contains the value entered in the previous steps.
  46. Validate the 'addresses' - 'fromDate' field contains the 'Address Start Date' entered in the previous steps.
  47. Validate the 'addresses' - 'stateCode' field contains the value entered in the previous steps.
  48. Validate the 'addresses' - 'street1' field contains the value entered in the previous steps.
  49. Validate the 'addresses' - 'street2' field contains the value entered in the previous steps.
  50. Validate the 'addresses' - 'zipCode' field contains the value entered in the previous steps.
  51. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  52. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  53. Close the report and the form.
Scenario 17: '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 the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  22. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  23. Validate all progress note data displays as expected.
  24. Close the report and the form.
Scenario 18: Create an appointment and validate the 'AppointmentCreated' SDK event is raised
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click on an available time slot and click [Add New Appointment].
  3. Enter desired service code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select "Episode 1" in the 'Episode Number' field.
  6. Click [Submit] and [Dismiss].
  7. Access the "CareFabric Monitor" form.
  8. Enter the current date in the 'From Date' field.
  9. Enter the current date in the 'Through Date' field.
  10. Enter "Client A" in the 'Client ID' field.
  11. Click [View Activity Log].
  12. Validate the 'CareFabric Monitor Report' contains an "AppointmentCreated" record.
  13. Click [Click To View Record].
  14. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  15. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  16. Validate the 'clientID' - 'id' field contains "Client A's" Client ID.
  17. Validate the appointment data is populated as expected.
  18. Close the report and close the form.
Vital Signs - The 'VitalSignSetCreated' SDK event
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Vitals Entry
  • CareFabric Monitor
Scenario 1: Vitals Entry - Validate the 'VitalSignSetCreated', 'VitalSignSetUpdated' and 'VitalSignDeleted' SDK events
Specific Setup:
  • A client is enrolled in an existing episode (Client A);
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select "Add" in the 'Update Vital Sign' field.
  3. Populate all required and desired fields.
  4. Enter the desired value in the 'Comments' field.
  5. Click [Submit].
  6. Access the 'CareFabric Monitor' form.
  7. Enter the current date in the 'From Date' and 'Through Date' fields.
  8. Click [View Activity Log].
  9. Validate the 'CareFabric Monitor Report' contains a "VitalSignSetCreated" record.
  10. Click [Click To View Record].
  11. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  12. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  13. Validate the 'notes' field contains the 'Comments' filed in the previous steps.
  14. Validate all vitals information is displayed.
  15. Close the report and the form.
Topics
• Admission • Allergies • CareFabric • CareFabric Monitor • Client Charge Input • Clinical Reconciliation • Diagnosis • Discharge • Ehrassessmentresultcreated • Emergency Contact • NX • Problem List • Progress Notes • Scheduling Calendar • Vitals • Women's Health History