Avatar CareFabric 2022 Monthly Release 2022.03.02 Acceptance Tests

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Update 76 Summary \| Details CareFabric - Task List - PRN Tasks Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Task Definitions Task Associations Orders This Episode Task Frequency Scenario 1: Task List - Flowsheet "Vital Signs" - Validate the 'Time zone offset' registry setting when set to "0" Specific Setup: Avatar CWS 2022 Update 98, Avatar CareFabric 2022 Update 76, Avatar NX Releases 2022.10.00 and 2022.11.00, and a future Avatar eMAR 2022 update are needed in order to utilize full functionality. The 'RADplus->General->Facility->->->Time Zone Offset' registry setting must be set to "0". Please log out of the application and log back in after completing the above configuration. An unscheduled PRN frequency code must exist. (Frequency Code A) Flowsheet must have a "Vital Signs" assessment configured with a task code of "PulseOx". An order code must exist. (Order Code A) A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Access the 'Task Frequency' form. Select "Add" from the 'Add/Edit Frequency' field. Set the 'New Task Frequency Code' field to "PRN". Set the 'Task Frequency Description' field to "As Needed". Select "Frequency Code A" from the 'Related Order Entry Frequency Code' field and click [Submit]. Validate a message is displayed that states: "Task Frequency has completed. Do you wish to return to form?" and click [No]. Please log out and then log back in. Access the 'Task Definitions' form. Select "Add" from the 'Add/Edit Task Definition' field. Set the 'New Task Code' field to "PulseOx". Set the 'Task Title' field to "Pulse Oximetry. Click [Yes] from the 'Override Originating Task Details' field. Select "As Needed (PRN)" from the 'Default Frequency' field. Select "Flowsheet" from the Task Action Type' field and click [Submit]. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No]. Access the 'Task Associations' form. Select "Task Definition" from the 'Task Type' field. Search for and select "Pulse Oximetry (PulseOx)" from the 'Task Group/Definition' field. Select "Add" from the 'Add/Edit/Delete Association' field. Select "Order Entry" from the 'Order Event' field. Select "Order Code A" from the 'Order Code' field. Click [Update Associations] and [Submit]. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No]. Select "Client A" and access the Order Entry Console. Search for and select "Order Code A" from the 'New Order' field. Fill out all remaining required fields. Click [Add to Scratchpad] and then [Sign]. Validate the 'Order grid' contains an order for "Order Code A". Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. Hover over the '(#) PRN Tasks' field to see all current PRN tasks and validate there is now a task for "Pulse Oximetry" shown. Click [(#) PRN Tasks] to lock the view in place and then click [Complete] for the "Pulse Oximetry" task. Validate that a "Vital Signs" flowsheet assessment is launched. Fill out all required fields, click [Sign] and validate that the flowsheet window closes.	Topics • NX • Registry Settings • Vitals
Update 80 Summary \| Details Mobile CareGiver+ Integration - 'EvvAppointmentUpdated' SDK event Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: CarePOV Management Guarantors/Payors Managed Care Authorizations Scheduling Calendar - Status Update Scenario 1: Mobile Caregiver+ - Validate the 'EvvAppointmentUpdated' outgoing event for a scheduled appointment 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). "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element: Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home". If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used. 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). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A). Must have a guarantor defined in the 'Guarantors/Payors' form (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. "No" is selected in the 'Require Authorization' field. "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid. A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A). A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A). Steps Access the 'Scheduling Calendar' form. Right click in any available time slot for "Practitioner A" and click [Add Appointment]. Select "Service Code A" in the 'Service Code' field. Select "Client A" in the 'Client' field. Validate the 'Program' field contains "Program A". Validate the 'Location' field contains "Location A". Populate all other required and desired fields. Click [Submit]. Validate the new appointment is displayed. Click [Dismiss]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select "Client A" in the 'Client ID' field. Select "EvvAppointmentUpdated" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains an "EvvAppointmentUpdated" record. Click [Click To View Record]. Validate the 'appointmentAuthorization' field contains "null". Validate the 'appointmentID' - 'id' field contains the appointment ID. Validate the 'canceledDate' field contains "null". Validate the 'canceledReasonCode' field contains "null". Validate the 'providerOrganizationID' - 'id' field contains the 'Provider Organization ID' assigned to "Program A". Validate the 'clientID' - 'id' field contains the ID for "Client A". Validate the 'diagnosisCodes' - 'code' field contains the diagnosis code on file for "Client A". Validate the 'diagnosisCodes' - 'displayName' field contains the diagnosis value on file for "Client A". Validate the 'endDate' field contains the appointment end date/time. Validate the 'insPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A". Validate the 'insPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A". Validate the 'isEVV' field contains "true". Validate the 'locationOfService' fields contain "Client A's" home address. Validate the 'mcgInsPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A". Validate the 'mcgInsPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A". Validate the 'services' - 'description' field contains the description for "Service Code A". Validate the 'services' - 'name' field contains the code for "Service Code A". Validate the 'services' - 'procedureCode' - 'code' field contains the code for "Procedure A". Validate the 'services' - 'procedureCode' - 'displayName' field contains the name for "Procedure A". Validate the 'serviceID' - 'id' field contains the code for "Service Code A". Validate the 'startDate' field contains the appointment start date/time. Validate all other relevant information is displayed for "Client A" and "Practitioner A". Close the report and the form. Scenario 2: Mobile Caregiver+ - Validate the 'EvvAppointmentUpdated' outgoing event when authorization is required 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). "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element: Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home". If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used. 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). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A). A guarantor is defined in the 'Guarantors/Payors' form that requires authorizations (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. "Yes" is selected in the 'Require Authorization' field. "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid. A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A). "Client A" does not have any authorizations on file in 'Managed Care Authorization'. A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A). Steps Access the 'Scheduling Calendar' form. Right click in any available time slot for "Practitioner A" and click [Add Appointment]. Select "Service Code A" in the 'Service Code' field. Select "Client A" in the 'Client' field. Validate a message is displayed stating: No valid authorizations on file. Click [OK] and close the form. Select "Client A" and access the 'Managed Care Authorizations' form. Select the "Managed Care Authorization Data" section. Click [Add New Item]. Select "Guarantor A" in the 'Guarantor Number' field. Select the desired service code(s) in the 'Service Code(s)' field. Enter the desired value in the 'Maximum Dollar Amount' field. Enter the desired value in the 'Maximum Units' field. Enter the desired value in the 'Maximum Visits' field. Select the desired value in the 'Type Of Authorization' field. Select the desired staff in the 'U/R Staff Person' field. Enter the desired dates in the 'Authorization Start Date' and 'Authorization End Date' fields. Enter the desired value in the 'Authorization Number' field. Click [Submit]. Access the 'Scheduling Calendar' form. Right click in any available time slot for "Practitioner A" and click [Add Appointment]. Select "Service Code A" in the 'Service Code' field. Select "Client A" in the 'Client' field. Select the episode for "Program "A in the 'Episode Number' field. Validate the 'Program' field contains "Program A". Validate the 'Location' field contains "Location A". Click [Submit]. Validate the new appointment is displayed. Click [Dismiss]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select "Client A" in the 'Client ID' field. Select "EvvAppointmentUpdated' in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains an "EvvAppointmentUpdated" record. Click [Click To View Record]. Validate the 'appointmentAuthorization' field contains the 'Authorization Number' on file for "Client A". Validate the 'appointmentID' - 'id' field contains the appointment ID. Validate the 'canceledDate' field contains "null". Validate the 'canceledReasonCode' field contains "null". Validate the 'providerOrganizationID' - 'id' field contains the 'Provider Organization ID' assigned to "Program A". Validate the 'clientID' - 'id' field contains the ID for "Client A". Validate the 'diagnosisCodes' - 'code' field contains the diagnosis code on file for "Client A". Validate the 'diagnosisCodes' - 'displayName' field contains the diagnosis value on file for "Client A". Validate the 'endDate' field contains the appointment end date/time. Validate the 'insPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A". Validate the 'insPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A". Validate the 'isEVV' field contains "true". Validate the 'locationOfService' fields contain "Client A's" home address. Validate the 'mcgInsPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A". Validate the 'mcgInsPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A". Validate the 'services' - 'description' field contains the description for "Service Code A". Validate the 'services' - 'name' field contains the code for "Service Code A". Validate the 'services' - 'procedureCode' - 'code' field contains the code for "Procedure A". Validate the 'services' - 'procedureCode' - 'displayName' field contains the name for "Procedure A". Validate the 'serviceID' - 'id' field contains the code for "Service Code A". Validate the 'startDate' field contains the appointment start date/time. Validate all other relevant information is displayed for "Client A" and "Practitioner A". Close the report and the form. Scenario 3: Mobile Caregiver+ - Cancel an EVV appointment when cancellation reason is required and validate the 'EvvAppointmentUpdated' outgoing event 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). "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element: Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home". If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used. 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). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A). Must have a guarantor defined in the 'Guarantors/Payors' form (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. "No" is selected in the 'Require Authorization' field. "Yes" is selected in the 'Require Cancellation Reason' field. "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid. Must have a "Cancelled" dictionary value defined in 'Dictionary Update' for the 'Client' file, "(10005) Appointment Status" data element: Extended data element "(60030) Disposition" must be set to "Cancelled". Extended data element "(60031) CarePOV Appointment Status" must be set to either "Cancelled by Patient" or "Cancelled by Staff". A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A). A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A) Steps Access the 'Scheduling Calendar' form. Right click in any available time slot for "Practitioner A" and click [Add Appointment]. Select "Service Code A" in the 'Service Code' field. Select "Client A" in the 'Client' field. Validate the 'Program' field contains "Program A". Validate the 'Location' field contains "Location A". Populate all other required and desired fields. Click [Submit]. Validate the new appointment is displayed. Click [Dismiss]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select "Client A" in the 'Client ID' field. Select "EvvAppointmentUpdated' in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains an "EvvAppointmentUpdated" record. Click [Click To View Record]. Validate the 'appointmentAuthorization' field contains "null". Validate the 'appointmentID' - 'id' field contains the appointment ID. Validate the 'canceledDate' field contains "null". Validate the 'canceledReasonCode' field contains "null". Validate the 'providerOrganizationID' - 'id' field contains the 'Provider Organization ID' assigned to "Program A". Validate the 'clientID' - 'id' field contains the ID for "Client A". Validate the 'diagnosisCodes' - 'code' field contains the diagnosis code on file for "Client A". Validate the 'diagnosisCodes' - 'displayName' field contains the diagnosis value on file for "Client A". Validate the 'endDate' field contains the appointment end date/time. Validate the 'insPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A". Validate the 'insPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A". Validate the 'isEVV' field contains "true". Validate the 'locationOfService' fields contain "Client A's" home address. Validate the 'mcgInsPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A". Validate the 'mcgInsPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A". Validate the 'services' - 'description' field contains the description for "Service Code A". Validate the 'services' - 'name' field contains the code for "Service Code A". Validate the 'services' - 'procedureCode' - 'code' field contains the code for "Procedure A". Validate the 'services' - 'procedureCode' - 'displayName' field contains the name for "Procedure A". Validate the 'serviceID' - 'id' field contains the code for "Service Code A". Validate the 'startDate' field contains the appointment start date/time. Validate all other relevant information is displayed for "Client A" and "Practitioner A". Close the report and the form. Access the 'Scheduling Calendar' form. Right click on the appointment for "Client A". Click [Status Update]. Select "Cancelled" in the 'Appointment Status' field. Validate the 'Cancellation Reason' field is required. Select the desired value in the 'Cancellation Reason' field. Please note: this is a user defined dictionary so the user can right-click to update the dictionary codes/values. Click [Submit] and [Dismiss]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select "Client A" in the 'Client ID' field. Select "EvvAppointmentUpdated' in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains an "EvvAppointmentUpdated" record. Click [Click To View Record]. Validate the 'canceledDate' field contains the canceled date/time. Validate the 'canceledReasonCode' field contains the 'Cancellation Reason' value filed in the previous steps. Close the report and the form. Access Crystal Reports or other SQL Reporting tool. Select the PM namespace. Create a report using the SYSTEM.appt_data' SQL table. Navigate to the canceled appointment for "Client A". Validate the 'canceled_date' field contains the date the appointment was canceled. Validate the 'canceled_time' field contains the time the appointment was canceled. Validate the 'cancellation_reason_code' field contains the code associated to the 'Cancellation Reason' filed in the previous steps. Validate the 'cancellation_reason_value' field contains the 'Cancellation Reason' filed in the previous steps. Close the report. Create a report using the 'SYSTEM.appt_data_all' SQL table. Validate the 'cancellation_reason_code' field contains the code associated to the 'Cancellation Reason' filed in the previous steps. Validate the 'cancellation_reason_value' field contains the 'Cancellation Reason' filed in the previous steps. Close the report. Scenario 4: Mobile Caregiver+ - Validate the 'EvvAppointmentUpdated' outgoing event for a deleted appointment 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). "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element: Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home". If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used. 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). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A). Must have a guarantor defined in the 'Guarantors/Payors' form (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. "No" is selected in the 'Require Authorization' field. "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid. A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A). A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A). Steps Access the 'Scheduling Calendar' form. Right click in any available time slot for "Practitioner A" and click [Add Appointment]. Select "Service Code A" in the 'Service Code' field. Select "Client A" in the 'Client' field. Validate the 'Program' field contains "Program A". Validate the 'Location' field contains "Location A". Populate all other required and desired fields. Click [Submit]. Validate the new appointment is displayed. Click [Dismiss]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select "Client A" in the 'Client ID' field. Select "EvvAppointmentUpdated" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains an "EvvAppointmentUpdated" record. Click [Click To View Record]. Validate the 'appointmentAuthorization' field contains "null". Validate the 'appointmentID' - 'id' field contains the appointment ID. Validate the 'canceledDate' field contains "null". Validate the 'canceledReasonCode' field contains "null". Validate the 'providerOrganizationID' - 'id' field contains the 'Provider Organization ID' assigned to "Program A". Validate the 'clientID' - 'id' field contains the ID for "Client A". Validate the 'diagnosisCodes' - 'code' field contains the diagnosis code on file for "Client A". Validate the 'diagnosisCodes' - 'displayName' field contains the diagnosis value on file for "Client A". Validate the 'endDate' field contains the appointment end date/time. Validate the 'insPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A". Validate the 'insPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A". Validate the 'isEVV' field contains "true". Validate the 'locationOfService' fields contain "Client A's" home address. Validate the 'mcgInsPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A". Validate the 'mcgInsPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A". Validate the 'services' - 'description' field contains the description for "Service Code A". Validate the 'services' - 'name' field contains the code for "Service Code A". Validate the 'services' - 'procedureCode' - 'code' field contains the code for "Procedure A". Validate the 'services' - 'procedureCode' - 'displayName' field contains the name for "Procedure A". Validate the 'serviceID' - 'id' field contains the code for "Service Code A". Validate the 'startDate' field contains the appointment start date/time. Validate all other relevant information is displayed for "Client A" and "Practitioner A". Close the report and the form. Access the 'Scheduling Calendar' form. Right click on the appointment for "Client A". Click [Delete]. Validate a message is displayed stating: Are you sure? Click [Yes]. Validate the appointment is no longer displayed. Click [Dismiss]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select "Client A" in the 'Client ID' field. Select "EvvAppointmentUpdated' in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains an "EvvAppointmentUpdated" record. Click [Click To View Record]. Validate the 'canceledDate' field contains the date/time the appointment was deleted. Close the report and the form. Scenario 5: Mobile Caregiver+ - Cancel an EVV appointment and validate the 'EvvAppointmentUpdated' outgoing event 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). "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element: Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home". If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used. 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). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A). Must have a guarantor defined in the 'Guarantors/Payors' form (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. "No" is selected in the 'Require Authorization' field. "No" is selected in the 'Require Cancellation Reason' field. "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid. Must have a "Cancelled" dictionary value defined in 'Dictionary Update' for the 'Client' file, "(10005) Appointment Status" data element: Extended data element "(60030) Disposition" must be set to "Cancelled". Extended data element "(60031) CarePOV Appointment Status" must be set to either "Cancelled by Patient" or "Cancelled by Staff". A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A). A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A). Steps Access the 'Scheduling Calendar' form. Right click in any available time slot for "Practitioner A" and click [Add Appointment]. Select "Service Code A" in the 'Service Code' field. Select "Client A" in the 'Client' field. Validate the 'Program' field contains "Program A". Validate the 'Location' field contains "Location A". Populate all other required and desired fields. Click [Submit]. Validate the new appointment is displayed. Click [Dismiss]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select "Client A" in the 'Client ID' field. Select "EvvAppointmentUpdated' in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains an "EvvAppointmentUpdated" record. Click [Click To View Record]. Validate the 'appointmentAuthorization' field contains "null". Validate the 'appointmentID' - 'id' field contains the appointment ID. Validate the 'canceledDate' field contains "null". Validate the 'canceledReasonCode' field contains "null". Validate the 'providerOrganizationID' - 'id' field contains the 'Provider Organization ID' assigned to "Program A". Validate the 'clientID' - 'id' field contains the ID for "Client A". Validate the 'diagnosisCodes' - 'code' field contains the diagnosis code on file for "Client A". Validate the 'diagnosisCodes' - 'displayName' field contains the diagnosis value on file for "Client A". Validate the 'endDate' field contains the appointment end date/time. Validate the 'insPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A". Validate the 'insPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A". Validate the 'isEVV' field contains "true". Validate the 'locationOfService' fields contain "Client A's" home address. Validate the 'mcgInsPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A". Validate the 'mcgInsPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A". Validate the 'services' - 'description' field contains the description for "Service Code A". Validate the 'services' - 'name' field contains the code for "Service Code A". Validate the 'services' - 'procedureCode' - 'code' field contains the code for "Procedure A". Validate the 'services' - 'procedureCode' - 'displayName' field contains the name for "Procedure A". Validate the 'serviceID' - 'id' field contains the code for "Service Code A". Validate the 'startDate' field contains the appointment start date/time. Validate all other relevant information is displayed for "Client A" and "Practitioner A". Close the report and the form. Access the 'Scheduling Calendar' form. Right click on the appointment for "Client A". Click [Status Update]. Select "Cancelled" in the 'Appointment Status' field. Validate the 'Cancellation Reason' field is not required. Click [Submit] and [Dismiss]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select "Client A" in the 'Client ID' field. Select "EvvAppointmentUpdated' in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains an "EvvAppointmentUpdated" record. Click [Click To View Record]. Validate the 'canceledDate' field contains the canceled date/time. Validate the 'canceledReasonCode' field contains "null". Close the report and the form. Mobile CareGiver+ Integration - 'EvvVisitUpdated' SDK event Scenario 1: 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 Access the 'Practitioner Enrollment' form. Enter any new value in the 'Select Staff' dialog and click [New Staff]. Enter the desired value in the 'Name' field. Please note: this is a required field for Mobile CareGiver+ integration. Enter the desired date in the 'Date Of Birth' field. Please note: this is a required field for Mobile CareGiver+ integration. Enter the desired date in the 'Registration Date' field. Enter the desired value in the 'Office Address - Zip Code' field. Enter the desired value in the 'Office Telephone (1)' field. Enter the desired value in the 'Cellular Telephone' field. Please note: this is a required field for Mobile CareGiver+ integration. Select the desired value in the 'Sex' field. Enter the desired value in the 'Staff EVV ID' field. Please note: this is a required field for Mobile CareGiver+ integration. Enter the desired value in the 'Email Address' field. Please note: this is a required field for Mobile CareGiver+ integration. Enter the desired value in the 'Staff EVV Type' field. Please note: this is a required field for Mobile CareGiver+ integration. Select the "Categories/Taxonomy" section. Select "Create New" in the 'Category/Taxonomy' field. Enter the desired date in the 'Effective Date' field. Select the desired value in the 'Practitioner Category' field. Select the desired value(s) in the 'Discipline' field. Select the desired value(s) in the 'Practitioner Categories For Coverage' field. Click [Add Practitioner Categories] and [OK]. Click [Submit]. Access the 'Practitioner Information (Confidential)' form. Enter the desired value in the 'Social Security #' field. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select "EvvResourceUpdated" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains an "EvvResourceUpdated" record for the new practitioner. Click [Click to View Record]. Validate the 'birthDate' field contains the 'Date Of Birth'. Validate the 'emailAccounts' - 'address' field contains the 'Email Address'. Validate the 'isActive' field contains "true". Validate the 'name' - 'first' field contains the practitioner's first name. Validate the 'name' - 'last' field contains the practitioner's last name. Validate the 'phoneNumber' - 'number' field contains the practitioner's phone number. Validate the 'phoneNumber' - 'phoneNumberID' - 'id' field contains the practitioner's ID with "SC" at the end indicating "Staff Cell". Validate the 'phoneNumber' - 'typeCode' - 'code' field contains "Cell". Validate the 'providerOrganizationIDs' - 'id' field contains the 'EVV Provider Organization ID'(s) filed in 'Program Maintenance'. Validate the 'resourceID' - 'id' field contains the practitioner's ID. Validate the 'resourceStateID' - 'id' field contains the 'Staff EVV ID'. Validate the 'resourceStateIDs' - id' field contains the 'Staff EVV ID'. Validate the 'resourceStateIDs' - 'type' field contains the 'Staff EVV Type'. Validate the 'ssn' field contains the practitioner's social security number. Close the report and the form. Access the 'Practitioner Termination' form for the new practitioner. Enter the desired date in the 'Termination Date' field. Select the desired value in the 'Reason For Termination' field. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select "EvvResourceUpdated" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains a second "EvvResourceUpdated" record for the now terminated practitioner. Click [Click to View Record]. Validate the 'isActive' field now contains "false". Close the report and the form. Scenario 2: Mobile Caregiver+ - Validate the 'EvvVisitUpdated' outgoing event 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). "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element: Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home". If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used. 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). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A). Must have a guarantor defined in the 'Guarantors/Payors' form (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. "No" is selected in the 'Require Authorization' field. "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid. A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A). A visit has been completed in Mobile CareGiver+ for "Client A" and has been processed by Avatar. A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A). Steps Access Crystal Reports or other SQL Reporting tool. Create a report using the 'SYSTEM.appt_data' SQL table. Navigate to the appointment for "Client A" that was completed in Mobile CareGiver+. Validate the 'carefabric_appt_stat_code' field contains "COMP". Validate the 'carefabric_appt_stat_value' field contains "Completed". Close the report. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select "Client A" in the 'Client ID' field. Select "EvvVisitUpdated' in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains an "EvvVisitUpdated" record. Click [Click To View Record]. Validate the 'appointmentID' - 'id' field contains the unique ID for the completed appointment. Validate the 'clientID' - 'id' field contains "Client A". Validate the 'status' field contains "COMP". Close the report and the form. Mobile CareGiver+ Integration - Incoming SDK events Scenario 1: Mobile Caregiver+ - Validate the 'McgEvvVisitStarted' incoming event 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). "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element: Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home". If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used. 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). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A). Must have a guarantor defined in the 'Guarantors/Payors' form (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. "No" is selected in the 'Require Authorization' field. "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid. "Yes" is selected in the following fields for the 'McgEvvVisitStarted' event: 'Keep Incoming Payload in the Log', 'Keep Outgoing Payload in the Log' and 'Show in the CareFabric Monitor Report' in the 'CareFabric Management' form. This must be done by a Netsmart Representative. A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A). A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A). "Client A" has a scheduled EVV appointment with "Practitioner A". Steps Start the visit for "Client A" in the Mobile CareGiver+ application. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select "Client A" in the 'Client ID' field. Select "McgEvvVisitStarted' in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains an "McgEvvVisitStarted" record. Click [Click To View Record]. Validate the 'appointmentAddress' fields contain the client's home address. Validate the 'appointmentID' - 'id' field contains the appointment ID. Validate the 'clientID- 'id' field contains "Client A". Validate the 'clockInDetails' - 'deviceRecordedDate' field contains the date of the visit and start time. Validate the 'diagnosisCodes' - 'code' field contains "Client A's" diagnosis code. Validate the 'mcgAppointmentID' - 'id' field contains the MCG+ unique identifier for the appointment. Validate the 'services' - 'procedureCode' - 'code' field contains "Procedure A". Validate the 'status' field contains "INPR" indicating the visit is in progress. Close the report and the form. Access the 'Scheduling Calendar' form. Validate the appointment for "Client A" displays with the visit start time. Click [Dismiss]. Access Crystal Reports or other SQL Reporting tool. Select the PM namespace. Create a report using the 'SYSTEM.appt_data' SQL table. Navigate to the appointment for "Client A". Validate the 'carefabric_appt_stat_code' field contains "INPR". Validate the 'carefabric_appt_stat_value' field contains "In Progress". Close the report. Scenario 2: Mobile Caregiver+ - Validate the 'McgEvvVisitDocumented' incoming event for a completed visit Specific Setup: Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative. A product is defined in the 'CareFabric Integration Management' form for the "MobileCareGiver+" product and "McgEvvAppointmentUpdated" must be selected in the 'Event Types' field. In the 'Code Mappings' section of the 'CareFabric Integration Management' form, must have a "Note Type" mapping for the "MobileCareGiver+" product with "EVV" populated in the 'CareFabric Code' and 'Description' fields. This note type will be used for creating a progress note when the 'McgEvvVisitDocumented' incoming SDK event is received. A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A). "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element: Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home". If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used. 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). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A). Must have a guarantor defined in the 'Guarantors/Payors' form (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. "No" is selected in the 'Require Authorization' field. "No" is selected in the 'Require Cancellation Reason' field. "Yes" is selected in the 'Save Progress Notes' form. A progress note form selected in the 'Progress Note Form' and/or other progress note forms defined in the 'Progress Notes Form Mapping' grid. If nothing is defined in the 'Progress Notes Form Mapping' grid, the default progress note selected in the 'Progress Note Form' field will be used. "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid. The 'Progress Notes' widget must be accessible from the HomeView. A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A). A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A). "Client A" has a visit with "Practitioner A" that has been started in Mobile CareGiver+. Steps Complete the visit for "Client A" with "Practitioner A" in the Mobile CareGiver+ application. Access the 'Scheduling Calendar' form. Validate the appointment for "Client A" is displayed at the correct start/end times for the visit. Validate the appointment for "Client A" is displayed with the posted and finalized note disposition icons. Click [Dismiss]. Select "Client A" and navigate to the 'Progress Notes' widget. Validate the progress note created when the visit was completed is displayed with the appropriate data for the visit. Access Crystal Reports or other SQL Reporting tool. Select the PM namespace. Create a report using the 'SYSTEM.appt_data' SQL table. Navigate to the appointment for "Client A". Validate the 'carefabric_appt_stat_code' field contains "COMP". Validate the 'carefabric_appt_stat_value' field contains "Completed". Close the report. Scenario 3: Mobile Caregiver+ - Validate the 'McgEvvEntityStatusUpdated' incoming event Specific Setup: Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative. A product is defined in the 'CareFabric Integration Management' form for the "MobileCareGiver+" product and "McgEvvAppointmentUpdated" must be selected in the 'Event Types' field. In the 'Code Mappings' section of the 'CareFabric Integration Management' form, must have a "Note Type" mapping for the "MobileCareGiver+" product with "EVV" populated in the 'CareFabric Code' and 'Description' fields. This note type will be used for creating a progress note when the 'McgEvvVisitDocumented' incoming SDK event is received. A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A). "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element: Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home". If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used. 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). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A). Must have a guarantor defined in the 'Guarantors/Payors' form (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. "No" is selected in the 'Require Authorization' field. "No" is selected in the 'Require Cancellation Reason' field. Yes" is selected in the 'Save Progress Notes' form. A progress note form selected in the 'Progress Note Form' and/or other progress note forms defined in the 'Progress Notes Form Mapping' grid. If nothing is defined in the 'Progress Notes Form Mapping' grid, the default progress note selected in the 'Progress Note Form' field will be used. "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid. "Yes" is selected in the following fields for the 'McgEvvEntityStatusUpdated' event: 'Keep Incoming Payload in the Log', 'Keep Outgoing Payload in the Log' and 'Show in the CareFabric Monitor Report' in the 'CareFabric Management' form. This must be done by a Netsmart Representative. A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A). A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A). "Client A" has a visit with "Practitioner A" that has been completed in Mobile CareGiver+. Steps Release the visit for "Client A" with "Practitioner A" in the Mobile CareGiver+ application. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select "Client A" in the 'Client ID' field. Select "McgEvvEntityStatusUpdated' in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains an "McgEvvEntityStatusUpdated" record. Click [Click To View Record]. Validate the 'status' field contains "RELEASED" indicating the visit has been released. Close the report and the form. Access Crystal Reports or other SQL Reporting tool. Select the PM namespace. Create a report using the 'SYSTEM.appt_data' SQL table. Navigate to the appointment for "Client A". Validate the 'carefabric_appt_stat_code' field contains "RELEASED". Validate the 'carefabric_appt_stat_value' field contains "Released". Close the report. Scenario 4: Mobile Caregiver+ - Validate the 'McgEvvVisitDocumented' incoming event for a canceled visit 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). "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element: Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home". If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used. 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). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A). Must have a guarantor defined in the 'Guarantors/Payors' form (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. "No" is selected in the 'Require Authorization' field. "No" is selected in the 'Require Cancellation Reason' field. "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid. Must have a "Cancelled" dictionary value defined in 'Dictionary Update' for the 'Client' file, "(10005) Appointment Status" data element: Extended data element "(60030) Disposition" must be set to "Cancelled". Extended data element "(60031) CarePOV Appointment Status" must be set to either "Cancelled by Patient" or "Cancelled by Staff". A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A). A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A). "Client A" has a scheduled EVV appointment with "Practitioner A". Steps Cancel the appointment for "Client A" in the Mobile CareGiver+ application. Access the 'Scheduling Calendar' form. Validate the appointment for "Client A" with "Practitioner A" is displayed with the canceled disposition icon. Click [Dismiss]. Access Crystal Reports or other SQL Reporting tool. Select the PM namespace. Create a report using the 'SYSTEM.appt_data' SQL table. Navigate to the appointment for "Client A". Validate the 'carefabric_appt_stat_code' field contains "UNBL". Validate the 'carefabric_appt_stat_value' field contains "Unable to Complete". Close the report. Mobile CareGiver+ Integration - 'McgEvvAppointmentUpdated' SDK event Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: CareFabric Integration Reconciliation Scenario 1: Mobile Caregiver+ - Validate the 'McgEvvAppointmentUpdated' incoming event Specific Setup: Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative. A product is defined in the 'CareFabric Integration Management' form for the "MobileCareGiver+" product and "McgEvvAppointmentUpdated" must be selected in the 'Event Types' field. A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A). "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element: Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home". If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used. 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). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A). Must have a guarantor defined in the 'Guarantors/Payors' form (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. "No" is selected in the 'Require Authorization' field. "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid. "Yes" is selected in the following fields for the 'McgEvvAppointmentUpdated' event: 'Keep Incoming Payload in the Log', 'Keep Outgoing Payload in the Log' and 'Show in the CareFabric Monitor Report' in the 'CareFabric Management' form. This must be done by a Netsmart Representative. A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A). A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A). Steps Add an unscheduled appointment in the Mobile CareGiver+ application for "Client A" with "Practitioner A". Please note: if any of the appointment information sent from Mobile CareGiver+ can't be determined, the appointment will be available for reconciliation in the 'CareFabric Integration Reconciliation' form. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select "Client A" in the 'Client ID' field. Select "McgEvvAppointmentUpdated' in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains an "McgEvvAppointmentUpdated" record. Click [Click To View Record]. Validate the 'clientID- 'id' field contains "Client A". Validate the 'endDate' field contains the appointment end date/time. Validate the 'mcgAppointmentID' - 'id' field contains the MCG+ unique identifier for the appointment. Validate the 'resource' - 'resourceID' field contains "Practitioner A". Validate the 'services' - 'procedureCode' - 'code' field contains "Procedure Code A". Validate the 'startDate' field contains the appointment start date/time. Validate all other appointment data is displayed. Close the report and the form. Access the 'Scheduling Calendar' form. Validate the appointment for "Client A" with "Practitioner A" that was sent from Mobile CareGiver+ is displayed. Right click on the appointment and click [Details/Edit]. Validate the appointment details are displayed as expected. Close the form and click [Dismiss]. Mobile CareGiver+ Integration - 'CareFabric EVV Service Status Report' Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: CareFabric EVV Service Status Report 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 Access the 'Practitioner Enrollment' form. Enter any new value in the 'Select Staff' dialog and click [New Staff]. Enter the desired value in the 'Name' field. Please note: this is a required field for Mobile CareGiver+ integration. Enter the desired date in the 'Date Of Birth' field. Please note: this is a required field for Mobile CareGiver+ integration. Enter the desired date in the 'Registration Date' field. Enter the desired value in the 'Office Address - Zip Code' field. Enter the desired value in the 'Office Telephone (1)' field. Enter the desired value in the 'Cellular Telephone' field. Please note: this is a required field for Mobile CareGiver+ integration. Select the desired value in the 'Sex' field. Enter the desired value in the 'Staff EVV ID' field. Please note: this is a required field for Mobile CareGiver+ integration. Enter the desired value in the 'Email Address' field. Please note: this is a required field for Mobile CareGiver+ integration. Enter the desired value in the 'Staff EVV Type' field. Please note: this is a required field for Mobile CareGiver+ integration. Select the "Categories/Taxonomy" section. Select "Create New" in the 'Category/Taxonomy' field. Enter the desired date in the 'Effective Date' field. Select the desired value in the 'Practitioner Category' field. Select the desired value(s) in the 'Discipline' field. Select the desired value(s) in the 'Practitioner Categories For Coverage' field. Click [Add Practitioner Categories] and [OK]. Click [Submit]. Access the 'Practitioner Information (Confidential)' form. Enter the desired value in the 'Social Security #' field. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select "EvvResourceUpdated" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains an "EvvResourceUpdated" record for the new practitioner. Click [Click to View Record]. Validate the 'birthDate' field contains the 'Date of Birth'. Validate the 'emailAccounts' - 'address' field contains the 'Email Address'. Validate the 'isActive' field contains "true". Validate the 'name' - 'first' field contains the practitioner's first name. Validate the 'name' - 'last' field contains the practitioner's last name. Validate the 'phoneNumber' - 'number' field contains the practitioner's phone number. Validate the 'phoneNumber' - 'phoneNumberID' - 'id' field contains the practitioner's ID with "SC" at the end indicating "Staff Cell". Validate the 'phoneNumber' - 'typeCode' - 'code' field contains "Cell". Validate the 'providerOrganizationIDs' - 'id' field contains the 'EVV Provider Organization ID'(s) filed in 'Program Maintenance'. Validate the 'resourceID' - 'id' field contains the practitioner's ID. Validate the 'resourceStateID' - 'id' field contains the 'Staff EVV ID'. Validate the 'resourceStateIDs' - id' field contains the 'Staff EVV ID'. Validate the 'resourceStateIDs' - 'type' field contains the 'Staff EVV Type'. Validate the 'ssn' field contains the practitioner's social security number. Close the report and the form. Scenario 2: Mobile Caregiver+ - Validate the 'EVV Service Status Report' 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). "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element: Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home". If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used. 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). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A). Must have a guarantor defined in the 'Guarantors/Payors' form (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. "No" is selected in the 'Require Authorization' field. "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid. A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A). "Client A" has EVV services on file. A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A). Steps Access the 'CareFabric EVV Services Status Report' form. Enter the desired date in the 'From Date' field. Enter the desired date in the 'Through Date' field. Select "Client A" in the 'Client ID' field. Validate the 'Status(es)' field contains the following: Accepted (ACCEPTED) Cancelled (UNSR) Completed (COMP) Completed - Hold (HOLD) In Progress (IPR) Rejected (REJECTED) Released (RELEASED) Submitted (SUBMITTED) Unable to Complete (UNBL) Select all statuses in the 'Status(es)' field. Click [Launch Report]. Validate the report displays with all EVV services for "Client A", including all status(es). Close the report. Enter the desired date in the 'From Date' field. Enter the desired date in the 'Through Date' field. Do not select a client in the 'Client ID' field. Select "In Progress (IPR)" in the 'Status(es)' field. Click [Launch Report]. Validate the report displays with only EVV services with the status of "In Progress (IPR)" for all clients. Close the report. Enter the desired date in the 'From Date' field. Enter the desired date in the 'Through Date' field. Do not select a client in the 'Client ID' field. De-select "In Progress (IPR)" in the 'Status(es)' field. Select "Completed (COMP)" in the 'Status(es)' field. Click [Launch Report]. Validate the report displays with only EVV services with the status of "Completed (COMP)" for all clients. Close the report and the form. CarePOV Management - 'Electronic Visit Verification' section Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: CarePOV Management Scenario 1: CarePOV Management - 'Electronic Visit Verification' - 'Celltrak' integration Specific Setup: myAvatar must be configured for Electronic Visit Verification. myAvatar must be configured to integrate with Celltrak and vice versa. A New Product using EVV must be created in the 'CareFabric Integration Management' form and a 'User to send To-Dos' must be filed. In the 'Code Mappings' section of this form a "Note Type" mapping type must be created for EVV. Steps Access the 'CarePOV Management' form. Select the 'Electronic Visit Verification' section. Select "Celltrak" in the 'EVV Vendor' field. Select the desired user in the 'EVV Admin User ID' field. Please note: this will determine the user that will be notified if EVV communication is lost due to technical issues. The user will be notified via To-Do in the 'My To Do's' widget. Enter the desired value in the 'Vendor Account Number' field. Select the desired progress note form in the 'Progress Note Form' field. Select "Yes" in the 'Save Progress Notes' field. Select the desired site in the 'Site' field. Enter the desired value in the 'Medicaid Provider ID' field. Validate the 'Required Sections' field is displayed and contains: "SendTelephonyPatient - PrimaryDiagnosis", "SendTelephonyPatient - PayerProgram", and "SendTelephonyPatient - PayerID". Please note: when selected, these sections will be required in order to trigger the 'SendTelephonyPatient' EVV action. Select the desired value(s) in the 'Required Sections' field. Validate the 'Provider Address To Be Sent' field is displayed and contains: "Home" and "Office". Validate "Office" is the default value. Please note: the 'Addresses' section of the 'SendTelephonyResource' EVV action payload will be determined based on this selection. Select the desired value in the 'Provider Address To Be Sent' field. Validate the 'Payor Program ID' grid contains three columns: "Guarantor", "Payer ID", and "Payer Program". Click [New Row]. Validate the 'Guarantor' field of the 'Payor Program ID' grid contains all guarantors regardless of financial class. Select the desired value in the 'Guarantor' field of the 'Payor Program ID' table. Enter the desired value in the 'Payer ID' field of the 'Payor Program ID' table. Enter the desired value in the 'Payer Program' field of the 'Payor Program ID' table. Validate the 'Progress Notes Form Mapping' grid is displayed and contains three columns: "Service Code", "Program", and "Progress Notes Form". Please note: This grid allows the ability to determine the progress note forms that will be used when saving notes. Click [New Row]. Select the desired value in the 'Service Code' field. Select the desired value in the 'Program' field. Select the desired value in the 'Progress Notes Form' field. [Submit]. 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 Access the 'CarePOV Management' form. Select the "Electronic Visit Verification" section. Validate the 'Mobile CareGiver+' section is displayed. Validate the 'Enable Mobile CareGiver+' field is not required. 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. Validate the 'EVV Admin User ID' field is not required. Validate the 'Send Non EVV Payers' field is displayed. Select the desired value in the 'Send Non EVV Payers' field. Validate the 'Require Authorization' field is displayed. Select the desired value in the 'Require Authorization' field. Validate the 'Require Cancellation Reason' field is displayed. Select the desired value in the 'Require Cancellation Reason' field. Validate the 'Cancelled Appointment Status' field is displayed. Select the desired value in the 'Cancelled Appointment Status' field. Validate the 'Require State Acceptance Before Billing' field is displayed. Select the desired value in the 'Require State Acceptance Before Billing' field. Select the desired value in the 'Progress Note Form' field. Select the desired value in the 'Save Progress Notes' field. Select the desired value in the 'Site' field. Enter the desired value in the 'Medicaid Provider ID' field. Select the desired value in the 'Provider Address To Be Sent' field. Click [New Row] in the 'Payor Program ID' grid. Select the desired guarantor in the 'Guarantor' field. Enter the desired value in the 'Payer ID' field. Enter the desired value in the 'Payer Program' field. Enter the desired value in the 'Insurance Plan ID' field. Enter the desired value in the 'MCG+ Payer ID' field. Enter the desired value in the 'MCG+ Insurance Plan ID' field. Repeat as needed for additional guarantor(s). Click [New Row] in the 'Progress Note Form Mapping' grid. Select the desired service code in the 'Service Code' field. Select the desired program in the 'Program' field. Select the desired progress note form in the 'Progress Note Form' field. Repeat as needed for additional mappings. Validate the 'Payloads' field contains "EvvClientUpdated" and "EvvResourceUpdated". Select "EvvClientUpdated" and "EvvResourceUpdated" in the 'Payloads' field. Click [Send EVV Payloads]. This will re-send events for any existing EVV clients/resources. Validate a message is displayed stating: Payloads will be sent in the background. You will be notified when the process is completed. Click [OK] and [Submit]. Validate a message is displayed stating: EVV payloads have been sent: "Resource #: Client #: Total #:" Please note: this may take a few minutes. Click [OK]. Access the 'CarePOV Management' form. Select the "Electronic Visit Verification" section. Validate all previously filed data is displayed as filed. Close the form. Mobile CareGiver+ - 'EvvClientUpdated' SDK event Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Update Client Data Scenario 1: Mobile Caregiver+ - Validate the 'EvvClientUpdated' event when the client has an EVV and non-EVV episode 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 program is defined without a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program B). 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' (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 Access the 'Admission' form. Enter any new values in the 'Client Search' dialog. Click [New Client] and [Yes]. Validate the 'Client Name' field contains the value entered in the previous steps. Please note: this is a required field for Mobile CareGiver+ integration. Select the desired value in the 'Sex' field. Please note: this is a required field for Mobile CareGiver+ integration. Enter the desired date in the 'Date of Birth' field. Please note: this is a required field for Mobile CareGiver+ integration. Enter the desired date in the 'Preadmit/Admission Date' field. Enter the desired time in the 'Preadmit/Admission Time' field. Select "Program A" in the 'Program' field. Select the desired value in the 'Type Of Admission' field. Select the desired practitioner in the 'Admitting Practitioner' field. Enter the desired value in the 'Social Security Number' field. Select the "Demographics" section. Enter the desired value in the 'Address - Street' field. Please note: this is a required field for Mobile CareGiver+ integration. Enter the desired value in the 'Zipcode' field. Please note: this is a required field for Mobile CareGiver+ integration. 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. Enter the desired value in the 'Home Phone' field. Enter the desired value in the 'Work Phone' field. Click [Submit]. Please note: this will be referred to as "Client A" from now on. Select "Client A" and access the 'Financial Eligibility' form. Select the "Guarantor Selection" section. Select "Guarantor A" in the 'Guarantor #' field. Select "(Non-Contract) Commercial" in the 'Guarantor Plan' field. Select "No" in the 'Customize Guarantor Plan' field. Select "Yes" in the 'Eligibility Verified' field. Enter the desired date in the 'Coverage Effective Date' field. Select "Self" in the 'Client's Relationship to Subscriber' field. Select "Yes" in the 'Subscriber Assignment Of Benefits' field. Enter the desired value in the 'Subscriber Policy #' field. Enter the desired value in the 'Subscriber Medicaid #' field. Select the desired value in the 'Subscriber Release Of Info' field. Select the "Financial Eligibility" section. Select "Guarantor A" in the 'Guarantor #1' field. Please note: this is a required field for Mobile CareGiver+ integration. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select "Client A" in the 'Client ID' field. Select "EvvClientUpdated" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains an "EvvClientUpdated" record for "Client A". Click [Click to View Record]. Validate the 'addresses' - 'addressID' - 'id' field contains "Client A's" PATID with an H on the end, indicating "Home". Validate the 'addresses' - 'city' field contains the city "Client A" lives in. Validate the 'addresses' - 'stateCode' field contains the state "Client A" lives in. Validate the 'addresses' - 'typeCode' - 'code' field contains "Home". Validate the 'addresses' - 'zipCode' field contains the zip code "Client A" lives in. Validate the birthDate' field contains "Client A's" birth date. Validate the 'clientGenderCode' - 'code' field contains "Client A's" gender (ex. F). Validate the 'clientGenderCode' - 'displayName' field contains "Client A's" gender (ex. Female). Validate the 'clientID' - 'id' field contains "Client A's" PATID. Validate the 'clientOrg' field contains the facility being used. Validate the 'insPlans' - 'effectiveStartDate' field contains the 'Coverage Effective Date' entered in the previous steps. Validate the 'insPlans' - 'insPayerID' - 'humanReadableValue' field contains "Guarantor A". Validate the 'insPlans' - 'insPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'. Validate the 'insPlans' - 'insPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'. Validate the 'insPlans' - 'mcgInsPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'. Validate the 'insPlans' - 'mcgInsPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'. Validate the 'policyID' field contains the 'Subscriber Policy #' entered in the previous steps. Validate the 'medicaidID' field contains the 'Subscriber Medicaid #' entered in the previous steps. Validate the 'name' - 'first' field contains "Client A's" first name. Validate the 'name' - 'last' field contains "Client A's" last name. Validate the 'phoneNumbers' - 'number' field contains "Client A's" phone number 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). Validate the 'phoneNumbers' - 'typeCode' - 'code' field contains the type of phone number (ex. Cell, Office, or Home). Validate both the 'Home Phone' & 'Cell Phone' numbers are displayed. Validate the 'Work Phone' number is not displayed. This is not used for Mobile CareGiver+ integration. Validate the 'providerOrganizationID' - 'humanReadableValue' field contains the program code for "Program A". Validate the 'providerOrganizationID' - 'id' field contains the 'EVV Provider Organization ID' for "Program A". Close the report and the form. Select "Client A" and access the 'Admission' form. Click [Add] to add a new episode. Enter the desired date in the 'Preadmit/Admission Date' field. Enter the desired time in the 'Preadmit/Admission Time' field. Select "Program B" in the 'Program' field. Select the desired value in the 'Type Of Admission' field. Select the desired practitioner in the 'Admitting Practitioner' field. Click [Submit]. Select "Client A" and access the 'Financial Eligibility' form. Select "Episode 2" from the pre-display and click [OK]. Select the "Guarantor Selection" section. Select "Guarantor A" in the 'Guarantor #' field. Select "(Non-Contract) Commercial" in the 'Guarantor Plan' field. Select "No" in the 'Customize Guarantor Plan' field. Select "Yes" in the 'Eligibility Verified' field. Enter the desired date in the 'Coverage Effective Date' field. Select "Self" in the 'Client's Relationship to Subscriber' field. Select "Yes" in the 'Subscriber Assignment Of Benefits' field. Enter the desired value in the 'Subscriber Policy #' field. Enter the desired value in the 'Subscriber Medicaid #' field. Select the desired value in the 'Subscriber Release Of Info' field. Select the "Financial Eligibility" section. Select "Guarantor A" in the 'Guarantor #1' field. Click [Submit]. Select "Client A" and access the 'Update Client Data' form. Enter any new value in the 'Date of Birth' field. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select "Client A" in the 'Client ID' field. Select "EvvClientUpdated" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains an "EvvClientUpdated" record for "Client A". Click [Click to View Record]. Validate the birthDate' field contains "Client A's" updated birth date. Close the report and the form.	Topics • Electronic Visit Verification • Scheduling Calendar • CarePOV Management
Update 83 Summary \| Details CareFabric Management - Enabling events/actions Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Query for External CCD Update Client Data Delete Last Movement Client Charge Input Electronic Billing Client Ledger Scenario 1: CareFabric Management - Enable/Disable BulkDataStoreUpdate Specific Setup: Contact a Netsmart Customer Support Representative to assist with setting your system up with the ClaimService turned on for the BulkDataStoreUpdate option. This will enable CareFabric actions to be generated when services are claimed. Steps Generate services for test client(s). Close the services to prepare them for billing. Bill the services and assign claim numbers to them through the billing process. When a service is assigned a claim number during the billing process, a "BulkDataStoreUpdate" event will be generated in CareFabric in addition to the "ClaimCreated" event that is generated for that service.	Topics • CareFabric • NX
Update 85 Summary \| Details Avatar CareFabric - 'ProgramAdmission' and 'CarePlanProblem' SDK events Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Treatment Plan Assessment Mapping Problem List Program Maintenance Dictionary Update (PM) Scenario 1: Treatment Plan - Validate the 'CarePlanCreated', 'CarePlanGoalCreated', 'CarePlanInterventionCreated', and 'CarePlanProblemCreated' SDK events Specific Setup: A client is enrolled in an existing episode (Client A). 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 Select "Client A" and access the 'Treatment Plan' form. Enter the desired date in the 'Plan Date' field. Select the desired value in the 'Plan Type' field. Select "Draft" in the 'Treatment Plan Status' field. Click [Launch Plan]. Add a problem, goal, objective, and intervention. Populate all required and desired fields. Click [Back To Plan Page]. Select "Final" in the 'Treatment Plan Status' field. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains a "CarePlanCreated", "CarePlanGoalCreated", "CarePlanInterventionCreated", and "CarePlanProblemCreated" record. Click [Click To View Record] for the "CarePlanCreated" record. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time. Validate all other information displays. Navigate back to the 'CareFabric Monitor Report'. Click [Click To View Record] for the "CarePlanGoalCreated" record. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time. Validate the 'goalCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.271". Validate all other information displays. Navigate back to the 'CareFabric Monitor Report'. Click [Click To View Record] for the "CarePlanInterventionCreated" record. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time. Validate all other information displays. Navigate back to the 'CareFabric Monitor Report'. Click [Click To View Record] for the "CarePlanProblemCreated" record. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the status selected. Validate the 'clinicalStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.164". Validate the 'clinicalStatusCode' - 'codeSystemName' field contains "Condition-Clinical". Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the status selected. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the status selected. Validate the 'verificationStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.166". Validate the 'verificationStatusCode' - 'codeSystemName' field contains "Condition-Ver-Status". Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the status selected. Validate all other information displays. Close the reports and the form. Scenario 2: Assessment Mapping - 'Problem List' mapping to the 'Admission' form Specific Setup: A program is defined in 'Program Maintenance' with the following (Program A): "Adult" selected in the 'Treatment Service' field. "Health and behavior assessment (eg, health-focused clinical interview, behavioral observations, psychophysiological monitoring, health-oriented questionnaires), each 15 minutes face-to-face with the patient; initial assessment(96150)" selected in the 'Encounter SNOMED Code (MU Hospital)' field. A dictionary code must be defined for the 'Client' file, '(101) Treatment Service' data element with "Ambulatory" selected in the 'Extended Dictionary Value (Single Dictionary)' for the "(742) Encounter Code (FHIR)" extended dictionary data element (Dictionary Code A). A dictionary code must be defined for the 'Client' file, '(970) Type Of Discharge' data element with "Other Healthcare Facility" selected in the 'Extended Dictionary Value (Single Dictionary)' for the "(739) Encounter Discharge (FHIR)" extended dictionary data element (Dictionary Code B). Steps Access the 'Assessment Mapping' form. Select "Problem List" in the 'Map Code for Use In' field. Validate the 'Form to Map' field contains "[Avatar PM] Admission (PATIENT510)" and select it. Select "(145) Presenting Problems-Primary" in the 'Assessment Field' field. Select "Alcohol + Drug Problems" in the 'Assessment Response (Dictionary)' field. Select "Alcohol dependence with alcohol-induced anxiety disorder (SNOMED-66590003)" in the 'Associated Code' field. Select "Active" in the 'Default Problem Status Code' field. Select "(42) Preadmit/Admission Date" in the 'Default Problem Date From' field. Click [Save Mapping]. Validate a message is displayed stating: Mapping Saved. Click [OK]. Select "(146) Presenting Problems-Secondary" in the 'Assessment Field' field. Select "Depression Or Mood Disorder" in the 'Assessment Response (Dictionary)' field. Select "At risk for depression (SNOMED-704295007)" in the 'Associated Code' field. Select "Active" in the 'Default Problem Status Code' field. Select "(42) Preadmit/Admission Date" in the 'Default Problem Date From' field. Click [Save Mapping]. Validate a message is displayed stating: Mapping Saved. Click [OK]. Select "(147) Presenting Problems-Tertiary" in the 'Assessment Field' field. Select "Marital / Family Problems" in the 'Assessment Response (Dictionary)' field. Select "Marital conflict (SNOMED-39072000" in the 'Associated Code' field. Select "Active" in the 'Default Problem Status Code' field. Select "(42) Preadmit/Admission Date" in the 'Default Problem Date From' field. Click [Save Mapping]. Validate a message is displayed stating: Mapping Saved. Click [OK] and close the form. Access the 'Admission' form for a new client. Enter any new value in the 'Last Name' and 'First Name' fields. Select the desired value in the 'Sex' field. Click [Search] and [New Client]. Enter the current date in the 'Preadmit/Admission Date' field. Enter the current time in the 'Preadmit/Admission Time' field. Select "Program A" in the 'Program' field. Select the desired value in the 'Type Of Admission' field. Select the desired practitioner in the 'Admitting Practitioner' field. Select "Alcohol + Drug Problems" in the 'Presenting Problems-Primary' field. Select "Depression Or Mood Disorder" in the 'Presenting Problems-Secondary' field. Select "Marital / Family Problems" in the 'Presenting Problems-Tertiary' field. Click [Submit]. Access the 'Problem List' form for the new client. Click [View/Enter Problems]. Validate the 'Problem List' contains the problems defined in the 'Assessment Mapping' form: Alcohol dependence with alcohol-induced anxiety disorder At risk for depression Marital Conflict Validate the problems all have "Active" status with the current date for 'Date of Onset'. Click [Close/Cancel] and close the form. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Enter the new client ID in the 'Client ID' field. Select "ProgramAdmissionCreated" in the 'Event/Action Search' field. Click [View Activity Log]. Select the "ProgramAdmissionCreated" record and click [Click To View Record]. Validate the admission data is displayed. Validate the 'classCode' - 'code' field contains "AMB". Validate the 'classCode' - 'codeSystem' field contains "2.16.840.1.113883.5.4". Validate the 'classCode' - 'displayName' field contains "Ambulatory". Note: this value is populated based on "Dictionary Code A". Validate the first 'reasonCodes' - 'code' field contains "66590003". Validate the first 'reasonCodes' - 'codeSystem' field contains "2.16.840.1.113883.6.96". Validate the first 'reasonCodes' - 'displayName' field contains "Alcohol dependence". Validate the second 'reasonCodes' - 'code' field contains "704295007". Validate the second 'reasonCodes' - 'codeSystem' field contains "2.16.840.1.113883.6.96". Validate the second 'reasonCodes' - 'displayName' field contains "At risk for depressed mood". Validate the third 'reasonCodes' - 'code' field contains "39072000". Validate the first 'reasonCodes' - 'codeSystem' field contains "2.16.840.1.113883.6.96". Validate the first 'reasonCodes' - 'displayName' field contains "Marital conflict". Validate the 'typeCode' - 'type' field contains "Type". Validate the 'typeCode' - 'value' field contains "Encounter SNOMED Code (MU Hospital)". Validate the 'typeCode' - 'code' field contains "96150". Validate the 'typeCode' - 'codeSystem' field contains "2.16.840.1.113883.6.96". Validate the 'typeCode' - 'displayName' field contains "Health and behavior assessment (eg, health-focused clinical interview, behavioral observations, psychophysiological monitoring, health-oriented questionnaires), each 15 minutes face-to-face with the patient; initial assessment". Note: this is populated based on "Program A". Close the report and the form. Access the 'Discharge' form for the new client. Enter the current date in the 'Date Of Discharge' field. Enter the current time in the 'Discharge Time' field. Select "Dictionary Code B" in the 'Type Of Discharge' field. Select the desired practitioner in the 'Discharge Practitioner' field. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Enter the new client ID in the 'Client ID' field. Select "ProgramAdmissionUpdated" in the 'Event/Action Search' field. Click [View Activity Log]. Select the "ProgramAdmissionUpdated" record triggered from the 'Discharge' form. Click [Click To View Record]. Validate the 'hospitalizationDischargeDispositionCode' - 'code' field contains "other-hcf". Validate the 'hospitalizationDischargeDispositionCode' - 'codeSystem' field contains "2.16.840.1.113883.6.301.5". Validate the 'hospitalizationDischargeDispositionCode' - 'displayName' field contains "Other Healthcare Facility". Close the report and form. Scenario 3: Assessment Mapping - 'Problem List' mapping to the 'Admission (OutPatient)' form Specific Setup: A program is defined in 'Program Maintenance' with the following (Program A): "Adult" selected in the 'Treatment Service' field. "Health and behavior assessment (eg, health-focused clinical interview, behavioral observations, psychophysiological monitoring, health-oriented questionnaires), each 15 minutes face-to-face with the patient; initial assessment(96150)" selected in the 'Encounter SNOMED Code (MU Hospital)' field. A dictionary code must be defined for the 'Client' file, '(101) Treatment Service' data element with "Ambulatory" selected in the 'Extended Dictionary Value (Single Dictionary)' for the "(742) Encounter Code (FHIR)" extended dictionary data element (Dictionary Code A). A dictionary code must be defined for the 'Client' file, '(970) Type Of Discharge' data element with "Other Healthcare Facility" selected in the 'Extended Dictionary Value (Single Dictionary)' for the "(739) Encounter Discharge (FHIR)" extended dictionary data element (Dictionary Code B). Steps Access the 'Assessment Mapping' form. Select "Problem List" in the 'Map Code for Use In' field. Validate the 'Form to Map' field contains "[Avatar PM] Admission (OutPatient) (PATIENT510OUT)" and select it. Select "(145) Presenting Problems-Primary" in the 'Assessment Field' field. Select "Alcohol + Drug Problems" in the 'Assessment Response (Dictionary)' field. Select "Alcohol dependence with intoxication, unspecified (SNOMED-66590003)" in the 'Associated Code' field. Select "Active" in the 'Default Problem Status Code' field. Select "(42) Preadmit/Admission Date" in the 'Default Problem Date From' field. Click [Save Mapping]. Validate a message is displayed stating: Mapping Saved. Click [OK]. Select "(146) Presenting Problems-Secondary" in the 'Assessment Field' field. Select "Depression Or Mood Disorder" in the 'Assessment Response (Dictionary)' field. Select "Adjustment disorder with mixed anxiety and depressed mood (SNOMED-782501005)" in the 'Associated Code' field. Select "Active" in the 'Default Problem Status Code' field. Select "(42) Preadmit/Admission Date" in the 'Default Problem Date From' field. Click [Save Mapping]. Validate a message is displayed stating: Mapping Saved. Click [OK]. Select "(147) Presenting Problems-Tertiary" in the 'Assessment Field' field. Select "Marital / Family Problems" in the 'Assessment Response (Dictionary)' field. Select "Counseling for marital and partner problems (SNOMED-305058001)" in the 'Associated Code' field. Select "Active" in the 'Default Problem Status Code' field. Select "(42) Preadmit/Admission Date" in the 'Default Problem Date From' field. Click [Save Mapping]. Validate a message is displayed stating: Mapping Saved. Click [OK] and close the form. Access the 'Admission (OutPatient)' form for a new client. Enter any new value in the 'Last Name' and 'First Name' fields. Select the desired value in the 'Sex' field. Click [Search] and [New Client]. Enter the current date in the 'Preadmit/Admission Date' field. Enter the current time in the 'Preadmit/Admission Time' field. Select "Program A" in the 'Program' field. Select the desired value in the 'Type Of Admission' field. Select the desired practitioner in the 'Admitting Practitioner' field. Select "Alcohol + Drug Problems" in the 'Presenting Problems-Primary' field. Select "Depression Or Mood Disorder" in the 'Presenting Problems-Secondary' field. Select "Marital / Family Problems" in the 'Presenting Problems-Tertiary' field. Click [Submit]. Access the 'Problem List' form for the new client. Click [View/Enter Problems]. Validate the 'Problem List' contains the problems defined in the 'Assessment Mapping' form: Alcohol dependence with intoxication, unspecified Adjustment disorder with mixed anxiety and depressed mood Counseling for marital and partner problems Validate the problems all have "Active" status with the current date for 'Date of Onset'. Click [Close/Cancel] and close the form. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Enter the new client ID in the 'Client ID' field. Select "ProgramAdmissionCreated" in the 'Event/Action Search' field. Click [View Activity Log]. Select the "ProgramAdmissionCreated" record and click [Click To View Record]. Validate the admission data is displayed. Validate the 'classCode' - 'code' field contains "AMB". Validate the 'classCode' - 'codeSystem' field contains "2.16.840.1.113883.5.4". Validate the 'classCode' - 'displayName' field contains "Ambulatory". Note: this value is populated based on "Dictionary Code A". Validate the first 'reasonCodes' - 'code' field contains "66590003". Validate the first 'reasonCodes' - 'codeSystem' field contains "2.16.840.1.113883.6.96". Validate the first 'reasonCodes' - 'displayName' field contains "Alcohol dependence". Validate the second 'reasonCodes' - 'code' field contains "782501005". Validate the second 'reasonCodes' - 'codeSystem' field contains "2.16.840.1.113883.6.96". Validate the second 'reasonCodes' - 'displayName' field contains "Adjustment disorder with mixed anxiety and depressed mood". Validate the third 'reasonCodes' - 'code' field contains "305058001". Validate the first 'reasonCodes' - 'codeSystem' field contains "2.16.840.1.113883.6.96". Validate the first 'reasonCodes' - 'displayName' field contains "Patient encounter status". Validate the 'typeCode' - 'type' field contains "Type". Validate the 'typeCode' - 'value' field contains "Encounter SNOMED Code (MU Hospital)". Validate the 'typeCode' - 'code' field contains "96150". Validate the 'typeCode' - 'codeSystem' field contains "2.16.840.1.113883.6.96". Validate the 'typeCode' - 'displayName' field contains "Health and behavior assessment (eg, health-focused clinical interview, behavioral observations, psychophysiological monitoring, health-oriented questionnaires), each 15 minutes face-to-face with the patient; initial assessment". Note: this is populated based on "Program A". Close the report and the form. Access the 'Discharge' form for the new client. Enter the current date in the 'Date Of Discharge' field. Enter the current time in the 'Discharge Time' field. Select "Dictionary Code B" in the 'Type Of Discharge' field. Select the desired practitioner in the 'Discharge Practitioner' field. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Enter the new client ID in the 'Client ID' field. Select "ProgramAdmissionUpdated" in the 'Event/Action Search' field. Click [View Activity Log]. Select the "ProgramAdmissionUpdated" record triggered from the 'Discharge' form. Click [Click To View Record]. Validate the 'hospitalizationDischargeDispositionCode' - 'code' field contains "other-hcf". Validate the 'hospitalizationDischargeDispositionCode' - 'codeSystem' field contains "2.16.840.1.113883.6.301.5". Validate the 'hospitalizationDischargeDispositionCode' - 'displayName' field contains "Other Healthcare Facility". Close the report and form. Avatar CareFabric - 'ClientRecordedStatus' SDK events Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Dictionary Update (CWS) Problem List Scenario 1: 'Problem List' form - Validate the 'ClientRecordedStatusCreated', 'ClientRecordedStatusUpdated', and 'ClientRecordedStatusDeleted' SDK events Specific Setup: A client is enrolled in an existing episode (Client A). Must have the following dictionary values defined for the "(16214) Status" CWS dictionary for 'Problem Status': (A) Active (I) Inactive (V) Voided The following extended dictionaries must be defined for the "(16214) Status" CWS dictionary values for 'Problem Status': (16254) ONC Clinical Status (16255) ONC Verified Status Steps Select "Client A" and access the 'Problem List' form. Click [View/Enter Problems]. Enter the desired new problem. Select "Active" in the 'Status' field. 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. Click [Save] and [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Enter "Client A" in the 'Client ID' field. Enter "ClientRecordedStatusCreated" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusCreated" record for "Client A". Click [Click To View Record]. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time. Validate the 'clientID' - 'id' field contains "Client A". Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the status selected. Validate the 'clinicalStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.164". Validate the 'clinicalStatusCode' - 'codeSystemName' field contains "Condition-Clinical". Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the status selected. Validate the 'narrative' field contains the value entered in the 'Comments' field in the 'Problem List' form. Validate the 'statusCode' - 'code' field contains "A". Validate the 'statusCode' - 'displayName' field contains "Active" Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the status selected. Validate the 'verificationStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.166". Validate the 'verificationStatusCode' - 'codeSystemName' field contains "Condition-Ver-Status". Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the status selected. Validate the fourth 'vocabularies' - 'code' field contains the SNOMED code for the problem on file. Validate the fourth 'vocabularies' - 'codeSystem' field contains "2.16.840.1.113883.6.96". Validate the fourth 'vocabularies' - 'codeSystemName' field contains "SNOMED CT". Validate the fourth 'vocabularies' - 'displayName' field contains the SNOMED value for the problem on file. Close the report and the form. Select "Client A" and access the 'Problem List' form. Click [View/Enter Problems]. Validate the problem filed in the previous steps is displayed. Select "Inactive" in the 'Status' field. Enter any new value in the 'Comments' field. Click [Save] and [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Enter "Client A" in the 'Client ID' field. Enter "ClientRecordedStatusUpdated" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusUpdated" record for "Client A". Click [Click To View Record]. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time. Validate the 'clientID' - 'id' field contains "Client A". Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the new status selected. Validate the 'clinicalStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.164". Validate the 'clinicalStatusCode' - 'codeSystemName' field contains "Condition-Clinical". Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the new status selected. Validate the 'narrative' field contains the new value entered in the 'Comments' field in the 'Problem List' form. Validate the 'statusCode' - 'code' field contains "I". Validate the 'statusCode' - 'displayName' field contains "Inactive" Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the new status selected. Validate the 'verificationStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.166". Validate the 'verificationStatusCode' - 'codeSystemName' field contains "Condition-Ver-Status". Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the new status selected. Validate the fourth 'vocabularies' - 'code' field contains the SNOMED code for the problem on file. Validate the fourth 'vocabularies' - 'codeSystem' field contains "2.16.840.1.113883.6.96". Validate the fourth 'vocabularies' - 'codeSystemName' field contains "SNOMED CT". Validate the fourth 'vocabularies' - 'displayName' field contains the SNOMED value for the problem on file. Close the report and the form. Select "Client A" and access the 'Problem List' form. Click [View/Enter Problems]. Validate the problem filed in the previous steps is displayed. Delete the existing value in the 'Comments' field. This will trigger the 'ClientRecordedStatusDeleted' SDK event. Click [Save] and [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Enter "Client A" in the 'Client ID' field. Enter "ClientRecordedStatusDeleted" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusDeleted" record for "Client A". Validate the 'clientID' - 'id' field contains "Client A". Validate the 'clinicalStatusCode' field contains "null". Validate the 'narrative' field contains "null". Validate the 'statusCode' field contains "null". Validate the 'verificationStatusCode' field contains "null". Close the report and the form. Select "Client A" and access the 'Problem List' form. Click [View/Enter Problems]. Validate the problem filed in the previous steps is displayed. Enter the desired value in the 'Comments' field. Click [Save] and [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Enter "Client A" in the 'Client ID' field. Enter "ClientRecordedStatusUpdated" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusUpdated" record for "Client A". Click [Click To View Record]. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time. Validate the 'clientID' - 'id' field contains "Client A". Validate the 'narrative' field contains the new value entered in the 'Comments' field in the 'Problem List' form. Validate all other data is displayed as expected. Close the report and the form. Select "Client A" and access the 'Problem List' form. Click [View/Enter Problems]. Validate the problem filed in the previous steps is displayed. Select "Voided" in the 'Status' field. This will also trigger the 'ClientRecordedStatusDeleted' SDK event. Click [Save] and [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Enter "Client A" in the 'Client ID' field. Enter "ClientRecordedStatusDeleted" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusDeleted" record for "Client A". Validate the 'clientID' - 'id' field contains "Client A". Validate the 'clinicalStatusCode' field contains "null". Validate the 'narrative' field contains "null". Validate the 'statusCode' field contains "null". Validate the 'verificationStatusCode' field contains "null". Close the report and the form. Avatar CareFabric - 'Provider' SDK events Scenario 1: Validate the 'ProviderUpdated' SDK event Specific Setup: Must be configured to integrate with OrderConnect. A user is defined in 'User Definition' with the following: An associated practitioner with hours for scheduling (Practitioner A) An email on file in the 'Organizational Email' field in the "Supplemental" section of the 'User Definition' form An OrderConnect username Steps Access the 'Practitioner Enrollment' form for "Practitioner A". Enter the desired value in the 'Office Address - Street' field. Enter the desired value in the 'Office Address - Zip Code' field. Enter the desired value in the 'Office Address - City' field. Enter the desired value in the 'Office Address - State' field. Enter the desired date in the 'Office Address - Start Date' field. Enter the desired value in the 'Office Telephone (1)' field. Enter the desired value in the 'Home - Street' field. Enter the desired value in the 'Home - Zip Code' field. Enter the desired value in the 'Home Telephone' field. Enter the desired value in the 'Cellular Telephone' field. Populate any other desired fields. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select "ProviderUpdated" in the 'Event/Action Search' field. Click [View Activity Log]. Click [Click To View Record] for the "ProviderUpdated" record. Validate the 'addresses' - 'city' field contains the 'Office Address - City'. Validate the 'addresses' - 'fromDate' field contains the 'Office Address - Start Date'. Validate the 'addresses' - 'stateCode' field contains the 'Office Address - State'. Validate the 'addresses' - 'street1' field contains the 'Office Address - Street'. Validate the 'addresses' - 'typeCode' - 'code' field contains "W". Validate the 'addresses' - 'typeCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.67". Validate the 'addresses' - 'typeCode' - 'displayName' field contains "Work". Validate the 'addresses' - 'zipCode' field contains the 'Office Address - Zip Code'. Validate the 'addresses' section does not contain home address information. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time. Validate the 'emailAccounts' - 'address' field contains the 'Organizational Email'. Validate the 'emailAccounts' - 'typeCode' - 'code' field contains "W". Validate the 'emailAccounts' - 'typeCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.73". Validate the 'emailAccounts' - 'typeCode' - 'displayName' field contains "Work". Validate the 'identifications' - 'id' field contains "OrderConnectUsername". Validate the 'identifications' - 'type' field contains "OrderConnectUsername". Validate the 'identifications' - 'value' field contains the OrderConnect username for "Practitioner A". Validate the first 'phoneNumbers' - 'number' field contains the 'Home Telephone'. Validate the first 'phoneNumbers' - 'typeCode' - 'code' field contains "H". Validate the first 'phoneNumbers' - 'typeCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.73". Validate the first 'phoneNumbers' - 'typeCode' - 'displayName' field contains "Home". Validate the second 'phoneNumbers' - 'number' field contains the 'Office Telephone (1)'. Validate the second 'phoneNumbers' - 'typeCode' - 'code' field contains "W". Validate the second 'phoneNumbers' - 'typeCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.73". Validate the second 'phoneNumbers' - 'typeCode' - 'displayName' field contains "Work". Validate the third 'phoneNumbers' - 'number' field contains the 'Cellular Telephone'. Validate the third 'phoneNumbers' - 'typeCode' - 'code' field contains "M". Validate the third 'phoneNumbers' - 'typeCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.73". Validate the third 'phoneNumbers' - 'typeCode' - 'displayName' field contains "Mobile". Close the report and the form.	Topics • Admission • Assessment Mapping • CareFabric • CareFabric Monitor • Facility Defaults • Problem List • Treatment Plan • Practitioner
Update 86 Summary \| Details Avatar CareFabric - 'ServiceCreated' SDK event Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Charge Input Scenario 1: 'Admission' form - Validate the 'ProgramAdmissionCreated' payload Specific Setup: Multiple system code functionality is not enabled. Steps Access the 'Admission' form. Verify the 'Select Client' dialog is displayed. Enter any new value in the 'Last Name' and 'First Name' fields. Select any value in the 'Sex' field. Click [Search]. Validate a "Search Results" message is displayed stating: No matches found. Click [New Client]. Validate a "Client" message displays indicating "Auto Assign Next ID Number?" Click [Yes]. Enter the current date in the 'Preadmit/Admission Date' field. Enter the current time in the 'Preadmit/Admission Time' field. Select the desired program in the 'Program' field. Enter any value in the 'Type Of Admission' field. Enter the desired practitioner in the 'Admitting Practitioner' field. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' field. Enter the current date in the 'Through Date' field. Enter the client admitted in the previous steps in the 'Client ID' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' is displayed. Select the 'ProgramAdmissionCreated' activity type. Click [Click to View Record]. Validate all filed information is populated. Validate the 'accessTags' - 'type' field contains "tag-External". Validate the 'accessTags' - 'value' field contains "ProgramCode:#". (NOTE: ProgramCode:# will be the program number that the client was admitted into.) Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time. Close the report and the form. Scenario 2: '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 Open the 'Client Charge Input' form. Enter the current date in the 'Date Of Service' field. Enter "Client A" in the 'Client ID' field. Select "Episode 1" in the 'Episode Number' field. Enter "Service Code A" in the 'Service Code' field. Enter the desired practitioner in the 'Practitioner' field. Click [Submit]. Validate a "Form Return" message is displayed stating: "Submitting has completed. Do you wish to return to form?" Click [No]. Open the 'CareFabric Monitor' form. Set the 'From Date' field to the current date. Set the 'Through Date' field to the current date. Set the 'Client ID' field to "Client A". Click [View Activity Log]. Select "ServiceCreated" from the 'Activity Type' label. Click [Click to View Record]. Validate a report with the 'ServiceCreated' payload is displayed. Validate the 'programAdmissionID' - 'id' field contains a unique identifier for the client's admission. Validate the service data is displayed. Close the report and form. Avatar CareFabric - 'VisitCreated' SDK event Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Charge Input Scenario 1: 'Admission' form - Validate the 'ProgramAdmissionCreated' payload Specific Setup: Multiple system code functionality is not enabled. Steps Access the 'Admission' form. Verify the 'Select Client' dialog is displayed. Enter any new value in the 'Last Name' and 'First Name' fields. Select any value in the 'Sex' field. Click [Search]. Validate a "Search Results" message is displayed stating: No matches found. Click [New Client]. Validate a "Client" message displays indicating "Auto Assign Next ID Number?" Click [Yes]. Enter the current date in the 'Preadmit/Admission Date' field. Enter the current time in the 'Preadmit/Admission Time' field. Select the desired program in the 'Program' field. Enter any value in the 'Type Of Admission' field. Enter the desired practitioner in the 'Admitting Practitioner' field. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' field. Enter the current date in the 'Through Date' field. Enter the client admitted in the previous steps in the 'Client ID' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' is displayed. Select the 'ProgramAdmissionCreated' activity type. Click [Click to View Record]. Validate all filed information is populated. Validate the 'accessTags' - 'type' field contains "tag-External". Validate the 'accessTags' - 'value' field contains "ProgramCode:#". (NOTE: ProgramCode:# will be the program number that the client was admitted into.) Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time. Close the report and the form. Scenario 2: '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 Access the 'Client Charge Input' form. Enter the current date in the 'Date Of Service' field. Enter "Client A" in the 'Client ID' field. Select "Episode 1" in the 'Episode Number' field. Enter "Service Code A" in the 'Service Code' field. Enter the desired practitioner in the 'Practitioner' field. Validate a "Form Return" message is displayed stating: "Submitting has completed. Do you wish to return to form?" Click [No]. Open the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Click [View Activity Log]. Select the "VisitCreated" activity type. Click [Click to View Record]. Validate a report with the 'VisitCreated' payload is displayed. Validate the 'programAdmissionID' - 'id' field contains a unique identifier for the client's admission. Validate the visit data is displayed. Close the report and the form. Avatar CareFabric - 'ClinicalInformationReviewCreated' SDK event Scenario 1: 'Admission' form - Validate the 'ProgramAdmissionCreated' payload Specific Setup: Multiple system code functionality is not enabled. Steps Access the 'Admission' form. Verify the 'Select Client' dialog is displayed. Enter any new value in the 'Last Name' and 'First Name' fields. Select any value in the 'Sex' field. Click [Search]. Validate a "Search Results" message is displayed stating: No matches found. Click [New Client]. Validate a "Client" message displays indicating "Auto Assign Next ID Number?" Click [Yes]. Enter the current date in the 'Preadmit/Admission Date' field. Enter the current time in the 'Preadmit/Admission Time' field. Select the desired program in the 'Program' field. Enter any value in the 'Type Of Admission' field. Enter the desired practitioner in the 'Admitting Practitioner' field. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' field. Enter the current date in the 'Through Date' field. Enter the client admitted in the previous steps in the 'Client ID' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' is displayed. Select the 'ProgramAdmissionCreated' activity type. Click [Click to View Record]. Validate all filed information is populated. Validate the 'accessTags' - 'type' field contains "tag-External". Validate the 'accessTags' - 'value' field contains "ProgramCode:#". (NOTE: ProgramCode:# will be the program number that the client was admitted into.) Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time. Close the report and the form. Scenario 2: Clinical Reconciliation - Verify 'ClinicalInformationReviewCreated' event payload Specific Setup: A client is enrolled in an existing episode and has problems for review in the 'Clinical Reconciliation' form (Client A). Steps Select "Client A" and access the 'Clinical Reconciliation' form. Select "Admission" in the 'Reconciliation Type' field. Select the desired episode in the 'Episode' field. Select the 'Problem List' section. Select and check off any problems you wish to have included in the reconciliation. Click [Include]. Select and check off any problems you do not wish to have included in the reconciliation. Click [Do Not Include]. Click [Review Final List]. Validate a 'Clinical Reconciliation - Preview' report is displayed showing all of the checked off problems. Click [Reconcile Items]. Validate a message is displayed stating: Saved. Click [OK] and close the form. Open the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Click [View Activity Log]. Select the "ClinicalInformationReviewCreated" activity type. Click [Click to View Record]. Validate a report with the 'ClinicalInformationReviewCreated' payload is displayed. Validate the 'programAdmissionID' - 'id' field contains a unique identifier for the client's admission. Validate the 'reviewedDate' field contains the current date/time that the clinical reconciliation was performed. Validate the 'reviewedSections' - 'type' field contains "Problem". Validate the 'reviewedSections' - 'value' field contains "true". Close the report and the form.	Topics • CareFabric Monitor • Client Charge Input • Clinical Reconciliation
Update 87 Summary \| Details Medical Note - Diet and Precaution Orders Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Orders This Episode Facesheet.Diet and Precaution Orders Scenario 1: Medical Note - Validate Diet and Precaution Orders Specific Setup: A user must be defined as a "Provider" and have the following: The 'Orders' console widget accessible on the HomeView The 'Medical Note' widget accessible on the HomeView A client enrolled in an existing episode (Client A) Steps Select "Client A" and access the 'Orders' console widget. Search for and select "Seizure Precaution" from the ‘New Order’ field. Set 'Priority' field to the desired value. Set 'Start Date' field to the current date. Set 'Start Time' field to the current time. Complete the required fields. Click [Add to Scratchpad]. Validate the 'Action' cell for the "Seizure Precaution" order contains "ADD". Click [Sign]. Validate the ‘Order grid’ contains an order for "Seizure Precaution". Navigate to the 'Medical Note' widget. Verify the existence of the "Facesheet" tab. Click [Diet and Precaution Orders] link. Click [Refresh]. Validate the "Seizure Precaution" order is displayed in the "Order Description" column. Select the 'Orders' console widget. Validate an order for "Seizure Precaution" is displayed with the "Active" status under the current date. Select the "Seizure Precaution" order and click [D/C]. Set 'Start Date' field to the current date. Set 'Start Time' field to the current time. Set 'Discontinue reason' to the desired value. Click [Add to Scratchpad]. Validate the 'Action' cell for the "Seizure Precaution" order contains "DC". Click [Sign]. Validate the "Seizure Precaution" order is displayed with the "Discontinued" order status in 'Order grid’. Navigate to the 'Medical Note' widget. Verify the existence of the "Facesheet" tab. Click [Diet and Precaution Orders] link. Click [Refresh]. Validate the "Seizure Precaution" order is no longer displayed in the "Order Description" column.	Topics • Medical Note
Update 88 Summary \| Details Avatar CareFabric - 'GetSmokingStatus' SDK action Scenario 1: Validate the 'GetSmokingStatus' SDK action Steps Internal testing only.	Topics • CareFabric