Skip to main content

Avatar CareFabric 2022 Monthly Release 2022.04.00 Acceptance Tests

  1. Last updated
  2. Save as PDF
Update 75 Summary | Details
Avatar CareFabric - 'Vitals Entry'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Vitals Entry
  • CareFabric Monitor
Scenario 1: Vitals Entry - Validate the 'VitalSignSetCreated', 'VitalSignSetUpdated' and 'VitalSignDeleted' SDK events
Specific Setup:
  • A client is enrolled in an existing episode and is between 0-3 years old (Client A).
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select "Add" in the 'Update Vital Sign' field.
  3. Enter the desired date in the 'Date' field.
  4. Enter the desired time in the 'Time' field.
  5. Enter the desired value in the 'Weight (lbs)' field and validate the 'Weight (kgs)' field is calculated accordingly.
  6. Enter the desired value in the 'Head Circumference (in)' field and validate the 'Head Circumference (cm)' field is populated accordingly. Note: if the 'Head Circumference (cm)' field is populated first, it will populate the 'Head Circumference (in)' field accordingly.
  7. Validate the 'Head Occipital-Circumference Percentile (Birth - 36 months) field is populated based off the value entered in the 'Head Circumference' field. Note: this field is read-only.
  8. Enter the desired value in the 'Length (in)' field and validate the 'Length (cm)' field is populated accordingly. Note: if the 'Length (cm)' field is populated first, it will populate the 'Length (in)' field accordingly.
  9. Validate the 'Weight for Length Percentile (Birth - 36 months)' field is populated based off the values entered in the 'Length' and 'Weight' fields. Note: this field is read-only.
  10. Populate any other desired fields.
  11. Click [Submit] and close the form.
  12. Access the 'CareFabric Monitor' form.
  13. Enter the current date in the 'From Date' and 'Through Date' fields.
  14. Select "Client A" in the 'Client ID' field.
  15. Click [View Activity Log].
  16. Validate the 'CareFabric Monitor Report' contains a "VitalSignSetCreated" record.
  17. Click [Click To View Record].
  18. Validate all vitals information is displayed.
  19. Close the report and the form.
Scenario 2: Vitals Entry - Field Validations
Specific Setup:
  • A client is enrolled an existing episode and is between the ages of 0-3 years old (Client A).
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select "Add" in the 'Update Vital Sign' field.
  3. Enter the desired date in the 'Date' field.
  4. Enter the desired time in the 'Time' field.
  5. Enter the desired value in the 'Weight (lbs)' field and validate the 'Weight (kgs)' field is calculated accordingly.
  6. Validate the 'Head Circumference (in)', 'Head Circumference (cm)' and 'Head Occipital-frontal Circumference Percentile (Birth - 36 months)' fields are displayed.
  7. Please note: these fields will only be enabled for a client between the ages of 0-3 years old.
  8. Enter the desired value in the 'Head Circumference (in)' field and validate the 'Head Circumference (cm)' field is populated accordingly. Note: if the 'Head Circumference (cm)' field is populated first, it will populate the 'Head Circumference (in)' field accordingly.
  9. For Avatar NX users only, please note: due to a known issue with the field label display in Avatar NX, the 'Head Circumference' text box should be used to populate 'Head Circumference (in)' and the 'Head Circumference (in)' field should be used to populate 'Head Circumference (cm)'. The 'Head Circumference (cm)' field should be ignored. If desired, use 'Form Designer' to rename/remove the fields accordingly.
  10. Validate the 'Head Occipital-Circumference Percentile (Birth - 36 months) field is populated based off the value entered in the 'Head Circumference' field. Note: this field is read-only.
  11. Validate the 'Length (in)', 'Length (cm)' and 'Weight for Length Percentile (Birth - 36 months) fields are displayed.
  12. Please note: these fields will only be enabled for a client between the ages of 0-3 years old.
  13. Enter the desired value in the 'Length (in)' field and validate the 'Length (cm)' field is populated accordingly. Note: if the 'Length (cm)' field is populated first, it will populate the 'Length (in)' field accordingly.
  14. For Avatar NX users only, please note: due to a known issue with the field label display in Avatar NX, the 'Length' text box should be used to populate 'Length (in)' and the 'Length (in)' field should be used to populate 'Length (cm)'. The 'Length (cm)' field should be ignored. If desired, use 'Form Designer' to rename/remove the fields accordingly.
  15. Validate the 'Weight for Length Percentile (Birth - 36 months)' field is populated based off the values entered in the 'Length' and 'Weight' fields. Note: this field is read-only.
  16. Populate any other desired fields.
  17. Click [Submit] and [Yes] to return to form.
  18. Select "Edit" in the 'Update Vital Sign' field.
  19. Click [Select Vital Sign].
  20. Select the vitals filed in the previous steps and click [OK].
  21. Validate the vitals filed in the previous steps are displayed.
  22. Validate the 'Weight' fields contain the values filed in the previous steps.
  23. Validate the 'Head Circumference' fields contain the values filed in the previous steps.
  24. Validate the 'Head Occipital-Circumference Percentile (Birth - 36 months)' field contains the value filed in the previous steps.
  25. Validate the 'Length' fields contain the values filed in the previous steps.
  26. Validate the 'Weight for Length Percentile (Birth - 36 months) field contains the value filed in the previous steps.
  27. Close the form.
Topics
• Vitals • CareFabric • Vitals Entry
Update 84 Summary | Details
Avatar CareFabric Sexual Orientation/Gender Identification Field Support
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
Scenario 1: ClientCreated Payload - Verification of Avatar Cal-PM Gender Identity/Sexual Orientation Fields
Specific Setup:
  • Avatar Cal-PM 2022 Update 80 must be installed for support of 'Gender Identity (Please Describe)' and 'Sexual Orientation (Please Describe)' fields in ClientCreated Payload
Steps
  1. Open Avatar Cal-PM 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form.
  2. In Client Search form, enter values for client search criteria and click 'Search' button.
  3. Click 'New Client' button for Admission form entry/new client creation.
  4. Enter/select values for 'Client Name', 'Sex', 'Preadmit/Admission Date', 'Preadmit/Admission Time', 'Program', 'Type Of Admission', 'Admitting Practitioner' and any other required/desired fields in main form section.
  5. Navigate to 'Demographics' section of form.
  6. Select value in 'Gender Identity' field.
  7. Ensure that the 'Gender Identity (Please Describe)' field is enabled and required if value 'Additional gender category or other, please specify' is selected in 'Gender Identity' field; enter value in 'Gender Identity (Please Describe)' field if enabled/required.
  8. Select value in 'Sexual Orientation' field.
  9. Ensure that the 'Sexual Orientation (Please Describe)' field is enabled and required if value 'Something else, please describe' is selected in 'Sexual Orientation' field; enter value in 'Sexual Orientation (Please Describe)' field if enabled/required.
  10. Enter/select values for any other fields in form as required/desired.
  11. Click 'Submit' button to file 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form.
  12. Open Avatar 'CareFabric Monitor' form (under 'Avatar PM / System Maintenance / System Definition' menu).
  13. Enter/select values for 'From Date' and 'Through Date' criteria fields, using dates to encompass 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form filing for new client.
  14. Enter/select 'Client ID' value if desired.
  15. Select Events/Actions if desired (selecting 'ClientCreated' event).
  16. Click 'View Activity Log' button to via CareFabric Monitor Activity Log Report.
  17. In CareFabric Monitor Activity Log Report, ensure that 'ClientCreated' Activity Type record is present from filing of 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form for new client.
  18. Click the 'Click To View Record' report link to view ClientCreated Activity Payload.
  19. In the ClientCreated Activity Payload, ensure that "genderIdentityCode" field/segment is present, and contains value selected/filed for 'Gender Identity' field in 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form.
  20. Example:
  21. "genderIdentityCode":{"classifications":[],"code":"OTH","codeSystem":"2.16.840.1.113883.4.642.3.972","codeSystemName":"Gender Identity","displayName":"Additional gender category or other,please specify","ehrCode":"OTH","ehrDisplayName":"Additional gender category or other, please specify","isActive":true}
  22. In the ClientCreated Activity Payload, ensure that "genderIdentityOther" field/segment is present, and contains value entered/filed for 'Gender Identity (Please Describe)' field in 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form if value entered.
  23. Examples:
  24. "genderIdentityOther":"Patient Identifies As Other Unspecified Gender"
  25. "genderIdentityOther":null
  26. Note - Where Avatar Cal-PM 2022 Update 80 is not installed, 'genderIdentityOther' field/segment will be included in payload with 'null' value.
  27. In the ClientCreated Activity Payload, ensure that "sexualOrientationCode" field/segment is present, and contains value selected/filed for 'Sexual Orientation' field in 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form.
  28. Example:
  29. "sexualOrientationCode":{"classifications":[],"code":"OTH","codeSystem":"2.16.840.1.113883.4.642.3.29","codeSystemName":"Sexual Orientation","displayName":"Something else, please describe","ehrCode":"OTH","ehrDisplayName":"Something else, please describe","isActive":true}
  30. In the ClientCreated Activity Payload, ensure that "sexualOrientationOther" field/segment is present, and contains value entered/filed for 'Sexual Orientation (Please Describe)' field in 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form if entered.
  31. Examples:
  32. "sexualOrientationOther":"Patient Identifies As Pansexual"
  33. "sexualOrientationOther":null
  34. Note - Where Avatar Cal-PM 2022 Update 80 is not installed, 'sexualOrientationOther' field/segment will be included in payload with 'null' value.
Scenario 2: ClientUpdated Payload - Verification of Avatar Cal-PM Gender Identity/Sexual Orientation Fields
Specific Setup:
  • Avatar Cal-PM 2022 Update 80 must be installed for support of 'Gender Identity (Please Describe)' and 'Sexual Orientation (Please Describe)' fields in ClientUpdated Payload
Steps
  1. Open Avatar Cal-PM 'Admission', 'Admission (Outpatient)'. 'Pre Admit' or 'Update Client Data' form.
  2. In Client Search form, enter values for client search criteria and click 'Search' button.
  3. Select Client Search result row for existing client Admission/Demographic update.
  4. Enter/select values for 'Client Name', 'Sex', 'Preadmit/Admission Date', 'Preadmit/Admission Time', 'Program', 'Type Of Admission', 'Admitting Practitioner' and any other required/desired fields in main form section (if using 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form).
  5. Navigate to 'Demographics' section of form.
  6. Select value in 'Gender Identity' field.
  7. Ensure that the 'Gender Identity (Please Describe)' field is enabled and required if value 'Additional gender category or other, please specify' is selected in 'Gender Identity' field; enter value in 'Gender Identity (Please Describe)' field if enabled/required.
  8. Select value in 'Sexual Orientation' field.
  9. Ensure that the 'Sexual Orientation (Please Describe)' field is enabled and required if value 'Something else, please describe' is selected in 'Sexual Orientation' field; enter value in 'Sexual Orientation (Please Describe)' field if enabled/required.
  10. Enter/select values for any other fields in form as required/desired.
  11. Click 'Submit' button to file 'Admission', 'Admission (Outpatient)', 'Pre Admit' or 'Update Client Data' form.
  12. Open Avatar 'CareFabric Monitor' form (under 'Avatar PM / System Maintenance / System Definition' menu).
  13. Enter/select values for 'From Date' and 'Through Date' criteria fields, using dates to encompass 'Admission', 'Admission (Outpatient)', 'Pre Admit' or 'Update Client Data' form filing for existing client.
  14. Enter/select 'Client ID' value if desired.
  15. Select Events/Actions if desired (selecting 'ClientUpdated' event).
  16. Click 'View Activity Log' button to via CareFabric Monitor Activity Log Report.
  17. In CareFabric Monitor Activity Log Report, ensure that 'ClientUpdated' Activity Type record is present from filing of 'Admission', 'Admission (Outpatient)', 'Pre Admit' or 'Update Client Data' form for existing client.
  18. Click the 'Click To View Record' report link to view ClientUpdated Activity Payload.
  19. In the ClientUpdated Activity Payload, ensure that "genderIdentityCode" field/segment is present, and contains value selected/filed for 'Gender Identity' field in 'Admission', 'Admission (Outpatient)', 'Pre Admit' or 'Update Client Data' form.
  20. Example:
  21. "genderIdentityCode":{"classifications":[],"code":"OTH","codeSystem":"2.16.840.1.113883.4.642.3.972","codeSystemName":"Gender Identity","displayName":"Additional gender category or other,please specify","ehrCode":"OTH","ehrDisplayName":"Additional gender category or other, please specify","isActive":true}
  22. In the ClientUpdated Activity Payload, ensure that "genderIdentityOther" field/segment is present, and contains value entered/filed for 'Gender Identity (Please Describe)' field in 'Admission', 'Admission (Outpatient)', 'Pre Admit' or 'Update Client Data' form if value entered.
  23. Examples:
  24. "genderIdentityOther":"Patient Identifies As Other Unspecified Gender"
  25. "genderIdentityOther":null
  26. Note - Where Avatar Cal-PM 2022 Update 80 is not installed, 'genderIdentityOther' field/segment will be included in payload with 'null' value.
  27. In the ClientUpdated Activity Payload, ensure that "sexualOrientationCode" field/segment is present, and contains value selected/filed for 'Sexual Orientation' field in ''Admission', 'Admission (Outpatient)', 'Pre Admit' or 'Update Client Data' form.
  28. Example:
  29. "sexualOrientationCode":{"classifications":[],"code":"OTH","codeSystem":"2.16.840.1.113883.4.642.3.29","codeSystemName":"Sexual Orientation","displayName":"Something else, please describe","ehrCode":"OTH","ehrDisplayName":"Something else, please describe","isActive":true}
  30. In the ClientUpdated Activity Payload, ensure that "sexualOrientationOther" field/segment is present, and contains value entered/filed for 'Sexual Orientation (Please Describe)' field in 'Admission', 'Admission (Outpatient)', 'Pre Admit' or 'Update Client Data' form if entered.
  31. Examples:
  32. "sexualOrientationOther":"Patient Identifies As Pansexual"
  33. "sexualOrientationOther":null
  34. Note - Where Avatar Cal-PM 2022 Update 80 is not installed, 'sexualOrientationOther' field/segment will be included in payload with 'null' value.
Scenario 3: ClientDemographicsCreated Payload - Verification of Avatar Cal-PM Gender Identity/Sexual Orientation Fields
Specific Setup:
  • Avatar Cal-PM 2022 Update 80 must be installed for support of 'Gender Identity (Please Describe)' and 'Sexual Orientation (Please Describe)' fields in ClientDemographicsCreated Payload
Steps
  1. Open Avatar Cal-PM 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form.
  2. In Client Search form, enter values for client search criteria and click 'Search' button.
  3. Click 'New Client' button for Admission form entry/new client creation.
  4. Enter/select values for 'Client Name', 'Sex', 'Preadmit/Admission Date', 'Preadmit/Admission Time', 'Program', 'Type Of Admission', 'Admitting Practitioner' and any other required/desired fields in main form section.
  5. Navigate to 'Demographics' section of form.
  6. Select value in 'Gender Identity' field.
  7. Ensure that the 'Gender Identity (Please Describe)' field is enabled and required if value 'Additional gender category or other, please specify' is selected in 'Gender Identity' field; enter value in 'Gender Identity (Please Describe)' field if enabled/required.
  8. Select value in 'Sexual Orientation' field.
  9. Ensure that the 'Sexual Orientation (Please Describe)' field is enabled and required if value 'Something else, please describe' is selected in 'Sexual Orientation' field; enter value in 'Sexual Orientation (Please Describe)' field if enabled/required.
  10. Enter/select values for any other fields in form as required/desired.
  11. Click 'Submit' button to file 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form.
  12. Open Avatar 'CareFabric Monitor' form (under 'Avatar PM / System Maintenance / System Definition' menu).
  13. Enter/select values for 'From Date' and 'Through Date' criteria fields, using dates to encompass 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form filing for new client.
  14. Enter/select 'Client ID' value if desired.
  15. Select Events/Actions if desired (selecting 'ClientDemographicsCreated' event).
  16. Click 'View Activity Log' button to via CareFabric Monitor Activity Log Report.
  17. In CareFabric Monitor Activity Log Report, ensure that 'ClientDemographicsCreated' Activity Type record is present from filing of 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form for new client.
  18. Click the 'Click To View Record' report link to view ClientDemographicsCreated Activity Payload.
  19. In the ClientDemographicsCreated Activity Payload, ensure that "genderIdentityCode" field/segment is present, and contains value selected/filed for 'Gender Identity' field in 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form.
  20. Example:
  21. "genderIdentityCode":{"classifications":[],"code":"OTH","codeSystem":null,"codeSystemName":null,"displayName":"Additional gender category or other, please specify","ehrCode":null,"ehrDisplayName":null,"isActive":true}
  22. In the ClientDemographicsCreated Activity Payload, ensure that "genderIdentityOther" field/segment is present, and contains value entered/filed for 'Gender Identity (Please Describe)' field in 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form if value entered.
  23. Examples:
  24. "genderIdentityOther":"Patient Identifies As Other Unspecified Gender"
  25. "genderIdentityOther":null
  26. Note - Where Avatar Cal-PM 2022 Update 80 is not installed, 'genderIdentityOther' field/segment will be included in payload with 'null' value.
  27. In the ClientDemographicsCreated Activity Payload, ensure that "sexualOrientationCode" field/segment is present, and contains value selected/filed for 'Sexual Orientation' field in 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form.
  28. Example:
  29. "sexualOrientationCode":{"classifications":[],"code":"OTH","codeSystem":null,"codeSystemName":null,"displayName":"Something else, please describe","ehrCode":null,"ehrDisplayName":null,"isActive":true}
  30. In the ClientDemographicsCreated Activity Payload, ensure that "sexualOrientationOther" field/segment is present, and contains value entered/filed for 'Sexual Orientation (Please Describe)' field in 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form if entered.
  31. Examples:
  32. "sexualOrientationOther":"Patient Identifies As Pansexual"
  33. "sexualOrientationOther":null
  34. Note - Where Avatar Cal-PM 2022 Update 80 is not installed, 'sexualOrientationOther' field/segment will be included in payload with 'null' value.
Scenario 4: ClientDemographicsUpdated Payload - Verification of Avatar Cal-PM Gender Identity/Sexual Orientation Fields
Specific Setup:
  • Avatar Cal-PM 2022 Update 80 must be installed for support of 'Gender Identity (Please Describe)' and 'Sexual Orientation (Please Describe)' fields in ClientDemographicsUpdated Payload
Steps
  1. Open Avatar Cal-PM 'Admission', 'Admission (Outpatient)'. 'Pre Admit' or 'Update Client Data' form.
  2. In Client Search form, enter values for client search criteria and click 'Search' button.
  3. Select Client Search result row for existing client Admission/Demographic update.
  4. Enter/select values for 'Client Name', 'Sex', 'Preadmit/Admission Date', 'Preadmit/Admission Time', 'Program', 'Type Of Admission', 'Admitting Practitioner' and any other required/desired fields in main form section (if using 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form).
  5. Navigate to 'Demographics' section of form.
  6. Select value in 'Gender Identity' field.
  7. Ensure that the 'Gender Identity (Please Describe)' field is enabled and required if value 'Additional gender category or other, please specify' is selected in 'Gender Identity' field; enter value in 'Gender Identity (Please Describe)' field if enabled/required.
  8. Select value in 'Sexual Orientation' field.
  9. Ensure that the 'Sexual Orientation (Please Describe)' field is enabled and required if value 'Something else, please describe' is selected in 'Sexual Orientation' field; enter value in 'Sexual Orientation (Please Describe)' field if enabled/required.
  10. Enter/select values for any other fields in form as required/desired.
  11. Click 'Submit' button to file 'Admission', 'Admission (Outpatient)', 'Pre Admit' or 'Update Client Data' form.
  12. Open Avatar 'CareFabric Monitor' form (under 'Avatar PM / System Maintenance / System Definition' menu).
  13. Enter/select values for 'From Date' and 'Through Date' criteria fields, using dates to encompass 'Admission', 'Admission (Outpatient)', 'Pre Admit' or 'Update Client Data' form filing for existing client.
  14. Enter/select 'Client ID' value if desired.
  15. Select Events/Actions if desired (selecting 'ClientDemographicsUpdated' event).
  16. Click 'View Activity Log' button to via CareFabric Monitor Activity Log Report.
  17. In CareFabric Monitor Activity Log Report, ensure that 'ClientDemographicsUpdated' Activity Type record is present from filing of 'Admission', 'Admission (Outpatient)', 'Pre Admit' or 'Update Client Data' form for existing client.
  18. Note - The 'ClientDemographicsCreated' Activity Type may also be sent/created by Avatar CareFabric for Client Demographic information updates
  19. Click the 'Click To View Record' report link to view ClientDemographicsUpdated Activity Payload.
  20. In the ClientDemographicsUpdated Activity Payload, ensure that "genderIdentityCode" field/segment is present, and contains value selected/filed for 'Gender Identity' field in 'Admission', 'Admission (Outpatient)', 'Pre Admit' or 'Update Client Data' form.
  21. Example:
  22. "genderIdentityCode":{"classifications":[],"code":"OTH","codeSystem":null,"codeSystemName":null,"displayName":"Additional gender category or other, please specify","ehrCode":null,"ehrDisplayName":null,"isActive":true}
  23. In the ClientDemographicsUpdated Activity Payload, ensure that "genderIdentityOther" field/segment is present, and contains value entered/filed for 'Gender Identity (Please Describe)' field in 'Admission', 'Admission (Outpatient)', 'Pre Admit' or 'Update Client Data' form if value entered.
  24. Examples:
  25. "genderIdentityOther":"Patient Identifies As Other Unspecified Gender"
  26. "genderIdentityOther":null
  27. Note - Where Avatar Cal-PM 2022 Update 80 is not installed, 'genderIdentityOther' field/segment will be included in payload with 'null' value.
  28. In the ClientDemographicsUpdated Activity Payload, ensure that "sexualOrientationCode" field/segment is present, and contains value selected/filed for 'Sexual Orientation' field in 'Admission', 'Admission (Outpatient)', 'Pre Admit' or 'Update Client Data' form.
  29. Example:
  30. "sexualOrientationCode":{"classifications":[],"code":"OTH","codeSystem":null,"codeSystemName":null,"displayName":"Something else, please describe","ehrCode":null,"ehrDisplayName":null,"isActive":true}
  31. In the ClientDemographicsUpdated Activity Payload, ensure that "sexualOrientationOther" field/segment is present, and contains value entered/filed for 'Sexual Orientation (Please Describe)' field in 'Admission', 'Admission (Outpatient)', 'Pre Admit' or 'Update Client Data' form if value entered.
  32. Examples:
  33. "sexualOrientationOther":"Patient Identifies As Pansexual"
  34. "sexualOrientationOther":null
  35. Note - Where Avatar Cal-PM 2022 Update 80 is not installed, 'sexualOrientationOther' field/segment will be included in payload with 'null' value.
Topics
• Admission • Patient Demographics • CareFabric • NX • CareFabric Monitor
Update 91 Summary | Details
Avatar CareFabric - 'ProgramAdmission' SDK events
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
Scenario 1: 'Discharge' form - Validate the 'ProgramDischargeCreated' and 'ProgramAdmissionUpdated' events
Specific Setup:
  • A client is enrolled in an existing episode with an 'Admitting Practitioner' and 'Attending Practitioner' on file (Client A).
Steps
  1. Select "Client A" and access the 'Discharge' form.
  2. Enter the current date in the 'Date Of Discharge' field.
  3. Enter the current time in the 'Discharge Time' field.
  4. Select the desired value in the 'Type Of Discharge' field.
  5. Select the desired practitioner in the 'Discharge Practitioner' field.
  6. Populate any other desired fields.
  7. Click [Submit].
  8. Access the 'CareFabric Monitor' form.
  9. Enter the current date in the 'From Date' field.
  10. Enter the current date in the 'Through Date' field.
  11. Select "Client A" in the 'Client ID' field.
  12. Click [View Activity Log].
  13. Validate the 'CareFabric Monitor Report' is displayed with 'ProgramDischargeCreated' and 'ProgramAdmissionUpdated' records.
  14. Select the 'ProgramDischargeCreated' activity type.
  15. Click [Click to View Record].
  16. Validate the discharge information is displayed.
  17. Validate the 'dischargeDate' field contains the current date/time.
  18. Navigate back to the 'CareFabric Monitor Report'.
  19. Select the 'ProgramAdmissionUpdated' activity type.
  20. Click [Click to View Record].
  21. Validate the first 'careTeam' - 'fromDate' field contains the 'Preadmit/Admission Date' and 'Preadmit/Admission Time' for the 'Admitting Practitioner'.
  22. Validate the first 'careTeam' - 'name' field contains the 'Admitting Practitioner'.
  23. Validate the first 'careTeam' - toDate' field contains the 'Date of Discharge' and 'Discharge Time' for the 'Admitting Practitioner'.
  24. Validate the second 'careTeam' - 'fromDate' field contains the 'Preadmit/Admission Date' and 'Preadmit/Admission Time' for the 'Attending Practitioner'.
  25. Validate the second 'careTeam' - 'name' field contains the 'Attending Practitioner'.
  26. Validate the second 'careTeam' - 'toDate' field contains the 'Date of Discharge' and 'Discharge Time' for the 'Attending Practitioner'.
  27. Close the report and the form.
Scenario 2: 'Admission' form - Validate the 'ProgramAdmissionCreated' payload
Steps
  1. Access the 'Admission' form.
  2. Verify the 'Select Client' dialog is displayed.
  3. Enter any new value in the 'Last Name' and 'First Name' fields.
  4. Select any value in the 'Sex' field.
  5. Click [Search].
  6. Validate a "Search Results" message is displayed stating: No matches found.
  7. Click [New Client].
  8. Validate a "Client" message displays indicating "Auto Assign Next ID Number?"
  9. Click [Yes].
  10. Enter the current date in the 'Preadmit/Admission Date' field.
  11. Enter the current time in the 'Preadmit/Admission Time' field.
  12. Select the desired program in the 'Program' field.
  13. Enter any value in the 'Type Of Admission' field.
  14. Enter the desired practitioner in the 'Admitting Practitioner' field.
  15. Click [Submit].
  16. Access the 'CareFabric Monitor' form.
  17. Enter the current date in the 'From Date' field.
  18. Enter the current date in the 'Through Date' field.
  19. Enter the client admitted in the previous steps in the 'Client ID' field.
  20. Click [View Activity Log].
  21. Validate the 'CareFabric Monitor Report' is displayed.
  22. Select the 'ProgramAdmissionCreated' activity type.
  23. Click [Click to View Record].
  24. Validate all filed information is populated.
  25. Validate the first 'careTeam' - 'fromDate' field contains the 'Preadmit/Admission Date' and 'Preadmit/Admission Time' for the 'Admitting Practitioner'.
  26. Validate the first 'careTeam' - 'name' field contains the 'Admitting Practitioner'.
  27. Validate the second 'careTeam' - 'fromDate' field contains the 'Preadmit/Admission Date' and 'Preadmit/Admission Time' for the 'Attending Practitioner'.
  28. Validate the second 'careTeam' - 'name' field contains the 'Attending Practitioner'.
  29. Close the report and the form.
Scenario 3: 'Admission' form - Validate the 'ProgramAdmissionCreated' payload
Steps
  1. Access the 'Admission' form.
  2. Verify the 'Select Client' dialog is displayed.
  3. Enter any new value in the 'Last Name' and 'First Name' fields.
  4. Select any value in the 'Sex' field.
  5. Click [Search].
  6. Validate a "Search Results" message is displayed stating: No matches found.
  7. Click [New Client].
  8. Validate a "Client" message displays indicating "Auto Assign Next ID Number?"
  9. Click [Yes].
  10. Enter the current date in the 'Preadmit/Admission Date' field.
  11. Enter the current time in the 'Preadmit/Admission Time' field.
  12. Select the desired program in the 'Program' field.
  13. Enter any value in the 'Type Of Admission' field.
  14. Enter the desired practitioner in the 'Admitting Practitioner' field.
  15. Click [Submit].
  16. Access the 'CareFabric Monitor' form.
  17. Enter the current date in the 'From Date' field.
  18. Enter the current date in the 'Through Date' field.
  19. Enter the client admitted in the previous steps in the 'Client ID' field.
  20. Click [View Activity Log].
  21. Validate the 'CareFabric Monitor Report' is displayed.
  22. Select the 'ProgramAdmissionCreated' activity type.
  23. Click [Click to View Record].
  24. Validate all filed information is populated.
  25. Validate the first 'careTeam' - 'fromDate' field contains the 'Preadmit/Admission Date' and 'Preadmit/Admission Time' for the 'Admitting Practitioner'.
  26. Validate the first 'careTeam' - 'name' field contains the 'Admitting Practitioner'.
  27. Validate the second 'careTeam' - 'fromDate' field contains the 'Preadmit/Admission Date' and 'Preadmit/Admission Time' for the 'Attending Practitioner'.
  28. Validate the second 'careTeam' - 'name' field contains the 'Attending Practitioner'.
  29. Validate the 'identifications' - 'id' field contains the program admission ID for the client.
  30. Validate the 'identifications' - 'type' field contains "2.16.840.1.113883.4.642.1.1088".
  31. Validate the 'identifications' - 'value' field contains the program admission ID for the client.
  32. Close the report and the form.
Avatar CareFabric - 'Pregnancy' SDK events
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Women's Health History
  • CareFabric Monitor
Scenario 1: Women's Health History - Validate the 'PregnancyCreated' and 'PregnancyUpdated' SDK events
Specific Setup:
  • The following extended dictionaries must be defined for the "(357) Pregnancy Status" PM dictionary values:
  • (70492) Clinical Status - Pregnancy (FHIR)
  • (70493) Verification Status (FHIR)
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Women's Health History' form.
  2. Enter the desired date in the 'Assessment Date' field.
  3. Enter the desired date in the 'Pregnancy Start Date' field.
  4. Select the desired value in the 'Pregnant Status' field.
  5. Click [Submit].
  6. Access the 'CareFabric Monitor' form.
  7. Enter the current date in the 'From Date' and 'Through Date' fields.
  8. Select "Client A" in the 'Client ID' field.
  9. Select "PregnancyCreated" in the 'Event/Action Search' field.
  10. Click [View Activity Log].
  11. Validate the 'clinicalStatusCode' - code' field contains the "Clinical Status - Pregnancy (FHIR)" extended dictionary code defined for the status selected.
  12. Validate the 'clinicalStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.164".
  13. Validate the 'clinicalStatusCode' - 'codeSystemName' field contains "Condition-Clinical".
  14. Validate the 'clinicalStatusCode' - 'displayName' field contains the "Clinical Status - Pregnancy (FHIR)" extended dictionary value defined for the status selected.
  15. Validate the 'verificationStatusCode' - code' field contains the "Verification Status (FHIR)" extended dictionary code defined for the status selected.
  16. Validate the 'verificationStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.166".
  17. Validate the 'verificationStatusCode' - 'codeSystemName' field contains "Condition-Ver-Status".
  18. Validate the 'verificationStatusCode' - 'displayName' field contains the "Verification Status (FHIR)" extended dictionary value defined for the status selected.
  19. Close the report and the form.
  20. Select "Client A" and access the 'Women's Health History' form.
  21. Select the record filed in the previous steps and click [Edit].
  22. Enter the desired value in the 'Pregnancy End Date' field.
  23. Select any new value in the 'Pregnant Status' field.
  24. Click [Submit].
  25. Access the 'CareFabric Monitor' form.
  26. Enter the current date in the 'From Date' and 'Through Date' fields.
  27. Select "Client A" in the 'Client ID' field.
  28. Select "PregnancyUpdated" in the 'Event/Action Search' field.
  29. Click [View Activity Log].
  30. Validate the 'clinicalStatusCode' - code' field contains the "Clinical Status - Pregnancy (FHIR)" extended dictionary code defined for the status selected.
  31. Validate the 'clinicalStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.164".
  32. Validate the 'clinicalStatusCode' - 'codeSystemName' field contains "Condition-Clinical".
  33. Validate the 'clinicalStatusCode' - 'displayName' field contains the "Clinical Status - Pregnancy (FHIR)" extended dictionary value defined for the status selected.
  34. Validate the 'endDate' field contains the 'Pregnancy End Date'.
  35. Validate the 'startDate' field contains the 'Pregnancy Start Date'.
  36. Validate the 'verificationStatusCode' - code' field contains the "Verification Status (FHIR)" extended dictionary code defined for the status selected.
  37. Validate the 'verificationStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.166".
  38. Validate the 'verificationStatusCode' - 'codeSystemName' field contains "Condition-Ver-Status".
  39. Validate the 'verificationStatusCode' - 'displayName' field contains the "Verification Status (FHIR)" extended dictionary value defined for the status selected.
  40. Close the report and the form.
Avatar CareFabric - 'Diagnosis' SDK events
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
Scenario 1: Diagnosis - Validate the 'DiagnosisCreated' and 'DiagnosisUpdated' SDK events
Specific Setup:
  • The following extended dictionaries must be defined for the "(1800) Status" PM dictionary values for 'Diagnosis Status':
  • (70494) Clinical Status - Diagnosis (FHIR)
  • (70493) Verification Status (FHIR)
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Diagnosis' form.
  2. Select the desired value in the 'Type Of Diagnosis' field.
  3. Enter the desired date in the 'Date Of Diagnosis' field.
  4. Enter the desired time in the 'Time Of Diagnosis' field.
  5. Click [New Row].
  6. Select the desired value in the 'Diagnosis Search' field.
  7. Select "Active" in the 'Status' field.
  8. Select the desired practitioner in the 'Diagnosing Practitioner' field.
  9. Click [Submit].
  10. Access the 'CareFabric Monitor' form.
  11. Enter the current date in the 'From Date' and 'Through Date' fields.
  12. Select "Client A" in the 'Client ID' field.
  13. Select "DiagnosisCreated" in the 'Event/Action Search' field.
  14. Click [View Activity Log].
  15. Validate the 'clinicalStatusCode' - code' field contains the "Clinical Status - Diagnosis (FHIR)" extended dictionary code defined for the status selected.
  16. Validate the 'clinicalStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.164".
  17. Validate the 'clinicalStatusCode' - 'codeSystemName' field contains "Condition-Clinical".
  18. Validate the 'clinicalStatusCode' - 'displayName' field contains the "Clinical Status - Diagnosis (FHIR)" extended dictionary value defined for the status selected.
  19. Validate the 'programAdmissionID' - 'id' field contains the program admission ID for "Client A".
  20. Validate the 'programCode' - 'code' field contains the program code "Client A" is enrolled in.
  21. Validate the 'programCode' - 'displayName' field contains the program name "Client A" is enrolled in.
  22. Validate the 'statusCode' - 'code' field contains "1".
  23. Validate the 'statusCode' - 'displayName' field contains "Active".
  24. Validate the 'verificationStatusCode' - code' field contains the "Verification Status (FHIR)" extended dictionary code defined for the status selected.
  25. Validate the 'verificationStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.166".
  26. Validate the 'verificationStatusCode' - 'codeSystemName' field contains "Condition-Ver-Status".
  27. Validate the 'verificationStatusCode' - 'displayName' field contains the "Verification Status (FHIR)" extended dictionary value defined for the status selected.
  28. Close the report and the form.
  29. Select "Client A" and access the 'Diagnosis' form.
  30. Select the diagnosis record filed in the previous steps and click [Edit].
  31. Select "Resolved" in the 'Status' field.
  32. Enter the desired date in the 'Resolved Date' field.
  33. Click [Submit].
  34. Access the 'CareFabric Monitor' form.
  35. Enter the current date in the 'From Date' and 'Through Date' fields.
  36. Select "Client A" in the 'Client ID' field.
  37. Select "DiagnosisUpdated" in the 'Event/Action Search' field.
  38. Click [View Activity Log].
  39. Validate the 'clinicalStatusCode' - code' field contains the "Clinical Status - Diagnosis (FHIR)" extended dictionary code defined for the status selected.
  40. Validate the 'clinicalStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.164".
  41. Validate the 'clinicalStatusCode' - 'codeSystemName' field contains "Condition-Clinical".
  42. Validate the 'clinicalStatusCode' - 'displayName' field contains the "Clinical Status - Diagnosis (FHIR)" extended dictionary value defined for the status selected.
  43. Validate the 'programAdmissionID' - 'id' field contains the program admission ID for "Client A".
  44. Validate the 'programCode' - 'code' field contains the program code "Client A" is enrolled in.
  45. Validate the 'programCode' - 'displayName' field contains the program name "Client A" is enrolled in.
  46. Validate the 'statusCode' - 'code' field contains "4".
  47. Validate the 'statusCode' - 'displayName' field contains "Resolved".
  48. Validate the 'verificationStatusCode' - code' field contains the "Verification Status (FHIR)" extended dictionary code defined for the status selected.
  49. Validate the 'verificationStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.166".
  50. Validate the 'verificationStatusCode' - 'codeSystemName' field contains "Condition-Ver-Status".
  51. Validate the 'verificationStatusCode' - 'displayName' field contains the "Verification Status (FHIR)" extended dictionary value defined for the status selected.
  52. Close the report and the form.
Avatar CareFabric - 'SearchProvider' and 'SearchStaffMember' SDK actions
Scenario 1: Validate the 'SearchStaffMember' SDK action
Steps

Internal testing only.

Scenario 2: Validate the 'SearchProvider' SDK action
Steps

Internal testing only.
Topics
• Discharge • CareFabric Monitor • Admission • CareFabric • Women's Health History • Pregnancy • Diagnosis • SearchStaffMember • SearchProvider
Update 92 Summary | Details
Avatar CareFabric - support for other products and modules
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric External Application Configuration
Scenario 1: CareFabric External Application Configuration - FHIR Smart Application Definition - Form Validations
Steps

Internal testing only.
Topics
• CareFabric
Update 93 Summary | Details
Avatar CareFabric - 'GetOrganization' SDK action
Scenario 1: Validate the 'GetOrganization' payload
Steps

Internal testing only.

Scenario 2: 'Facility Defaults' form - field validations
Steps
  1. Access the 'Facility Defaults' form.
  2. Populate any desired fields.
  3. Validate the 'Provider Country' field is displayed.
  4. Select the desired value in the 'Provider Country' field. Note: this field is populated based off the dictionary values under the 'Client' file, '(150) Country Of Origin' data element in 'Dictionary Update'.
  5. Click [Submit].
  6. Access Crystal Reports or other SQL Reporting tool.
  7. Create a report using the 'SYSTEM.table_facility_defaults' SQL table.
  8. Validate a row is displayed for the data on file.
  9. Validate the 'provider_country_code' field contains the code associated to the 'Provider Country' selected.
  10. Validate the 'provider_country_value' field contains the value associated to the 'Provider Country' selected.
  11. Close the report.
Topics
• Facility Defaults • Query/Reporting
Update 94 Summary | Details
Avatar CareFabric - SDK events
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (CWS)
  • Allergies and Hypersensitivities
  • CareFabric Monitor
  • Problem List
Scenario 1: 'Allergies and Hypersensitivities' form - Validate the 'AllergyCreated' and 'AllergyUpdated' SDK events
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Must have the following dictionary values defined for the "(10001) Status" CWS dictionary for 'Allergy Status':
  • (C) Confirmed
  • (I) Inactive
  • The following extended dictionaries must be defined for the "(10001) Status" CWS dictionary values for 'Allergy Status':
  • (13006) ONC Clinical Status
  • (13007) ONC Verified Status
Steps
  1. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  2. Click [Update] and [New Row].
  3. Enter the desired new allergy.
  4. Select "Confirmed" in the 'Status' field.
  5. Populate any other required and desired fields.
  6. Click [Save] and [Submit].
  7. Access the 'CareFabric Monitor' form.
  8. Enter the current date in the 'From Date' and 'Through Date' fields.
  9. Click [View Activity Log].
  10. Validate the 'CareFabric Monitor Report' contains a "AllergyCreated" record.
  11. Click [Click To View Record].
  12. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  13. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  14. Validate the 'clientID' - 'id' field contains "Client A".
  15. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the status selected.
  16. Validate the 'clinicalStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.1372".
  17. Validate the 'clinicalStatusCode' - 'codeSystemName' field contains "Clinical Status".
  18. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the status selected.
  19. Validate the 'statusCode' - 'displayName' field contains "Confirmed".
  20. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the status selected.
  21. Validate the 'verificationStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.1370".
  22. Validate the 'verificationStatusCode' - 'codeSystemName' field contains "Verification Status".
  23. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the status selected.
  24. Validate all other allergy data displays as expected.
  25. Close the report and the form.
  26. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  27. Click [Update].
  28. Validate the 'Allergies' grid contains the allergy filed in the previous steps.
  29. Select "Inactive" in the 'Status' field.
  30. Click [Save] and [Submit].
  31. Access the 'CareFabric Monitor' form.
  32. Enter the current date in the 'From Date' and 'Through Date' fields.
  33. Click [View Activity Log].
  34. Validate the 'CareFabric Monitor Report' contains a "AllergyUpdated" record.
  35. Click [Click To View Record].
  36. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  37. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  38. Validate the 'clientID' - 'id' field contains "Client A".
  39. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the new status selected.
  40. Validate the 'clinicalStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.1372".
  41. Validate the 'clinicalStatusCode' - 'codeSystemName' field contains "Clinical Status".
  42. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the new status selected.
  43. Validate the 'statusCode' - 'displayName' field contains "Inactive".
  44. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the new status selected.
  45. Validate the 'verificationStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.1370".
  46. Validate the 'verificationStatusCode' - 'codeSystemName' field contains "Verification Status".
  47. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the new status selected.
  48. Validate all other allergy data displays as expected.
  49. Close the report and the form.
Scenario 2: 'Problem List' form - Validate the 'ProblemCreated' and 'ProblemUpdated' SDK events
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Must have the following dictionary values defined for the "(16214) Status" CWS dictionary for 'Problem Status':
  • (A) Active
  • (I) Inactive
  • The following extended dictionaries must be defined for the "(16214) Status" CWS dictionary values for 'Problem Status':
  • (16254) ONC Clinical Status
  • (16255) ONC Verified Status
Steps
  1. Select "Client A" and access the 'Problem List' form.
  2. Click [View/Enter Problems].
  3. Enter the desired new problem.
  4. Select "Active" in the 'Status' field.
  5. Populate any other required and desired fields.
  6. Click [Save] and [Submit].
  7. Access the 'CareFabric Monitor' form.
  8. Enter the current date in the 'From Date' and 'Through Date' fields.
  9. Click [View Activity Log].
  10. Validate the 'CareFabric Monitor Report' contains a "ProblemCreated" record.
  11. Click [Click To View Record].
  12. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  13. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  14. Validate the 'clientID' - 'id' field contains "Client A".
  15. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the status selected.
  16. Validate the 'clinicalStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.164".
  17. Validate the 'clinicalStatusCode' - 'codeSystemName' field contains "Condition-Clinical".
  18. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the status selected.
  19. Validate the 'statusCode' - 'displayName' field contains "Active".
  20. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the status selected.
  21. Validate the 'verificationStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.166".
  22. Validate the 'verificationStatusCode' - 'codeSystemName' field contains "Condition-Ver-Status".
  23. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the status selected.
  24. Validate all other problem data displays as expected.
  25. Close the report and the form.
  26. Select "Client A" and access the 'Problem List' form.
  27. Click [View/Enter Problems].
  28. Validate the 'Problem List' grid is displayed and contains the problem filed in the previous steps.
  29. Select "Inactive" in the 'Status' field for the existing problem.
  30. Click [Save] and [Submit].
  31. Access the 'CareFabric Monitor' form.
  32. Enter the current date in the 'From Date' and 'Through Date' fields.
  33. Click [View Activity Log].
  34. Validate the 'CareFabric Monitor Report' contains a "ProblemUpdated" record.
  35. Click [Click To View Record].
  36. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  37. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  38. Validate the 'clientID' - 'id' field contains "Client A".
  39. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the new status selected.
  40. Validate the 'clinicalStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.164".
  41. Validate the 'clinicalStatusCode' - 'codeSystemName' field contains "Condition-Clinical".
  42. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the new status selected.
  43. Validate the 'statusCode' - 'displayName' field contains "Inactive".
  44. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the new status selected.
  45. Validate the 'verificationStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.166".
  46. Validate the 'verificationStatusCode' - 'codeSystemName' field contains "Condition-Ver-Status".
  47. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the new status selected.
  48. Validate all other problem data displays as expected.
  49. Close the report and the form.
Avatar CareFabric - 'Results Document Upload' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Results Document Upload
Scenario 1: Results Document Upload - Validate the 'PutDiagnosticReport' SDK action
Steps

Internal testing only.

Scenario 2: Validate the 'ListDiagnosticReport' SDK action
Steps

Internal testing only.

Scenario 3: Validate the 'GetDiagnosticReport' SDK action
Steps

Internal testing only.

Avatar CareFabric - Laboratory Results
Scenario 1: Validate the 'ListLaboratoryResultTestObservation' SDK action
Steps

Internal testing only.

Scenario 2: Validate the 'GetLaboratoryResultTestObservation' SDK action
Steps

Internal testing only.
Topics
• Allergies • CareFabric Monitor • Problem List • CareFabric • Results Document Upload • Results
Update 95 Summary | Details
Avatar CareFabric - 'ListGroupResource' and 'GetGroupResource' SDK actions
Scenario 1: Validate the 'ListGroupResource' SDK action
Steps

Internal testing only.

Avatar CareFabric - 'GetClientMedicalDevice' SDK action
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Implantable Device List
  • CareFabric Monitor
Scenario 1: Implantable Device List - Validate the 'ClientMedicalDeviceCreated' SDK event
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Avatar CWS 2022 Update 109 is required for full functionality.
Steps
  1. Access the 'Implantable Device List' form.
  2. Select "Client A" in the 'Client Search' field.
  3. Select the desired device in the 'Unique Device Identifier Search' field.
  4. Click [File Implantable Device To Client].
  5. Validate a message is displayed stating: Filed Successfully.
  6. Click [OK] and [Submit].
  7. Access the 'CareFabric Monitor' form.
  8. Enter the current date in the 'From Date' and 'Through Date' fields.
  9. Click [View Activity Log].
  10. Validate the 'CareFabric Monitor Report' contains a "ClientMedicalDeviceCreated" record.
  11. Click [Click To View Record].
  12. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  13. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  14. Validate the device data is displayed.
  15. Close the report and the form.
Scenario 2: Validate the 'GetClientMedicalDevice' SDK action
Steps

Internal testing only.

Avatar CareFabric - 'SearchClient' SDK action
Scenario 1: Validate the 'SearchClient' SDK action
Steps

Internal testing only.

Avatar CareFabric - 'ProgramAdmission' SDK events
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
Scenario 1: 'Admission' form - Validate the 'ProgramAdmissionCreated' payload
Steps
  1. Access the 'Admission' form.
  2. Verify the 'Select Client' dialog is displayed.
  3. Enter any new value in the 'Last Name' and 'First Name' fields.
  4. Select any value in the 'Sex' field.
  5. Click [Search].
  6. Validate a "Search Results" message is displayed stating: No matches found.
  7. Click [New Client].
  8. Validate a "Client" message displays indicating "Auto Assign Next ID Number?"
  9. Click [Yes].
  10. Enter the current date in the 'Preadmit/Admission Date' field.
  11. Enter the current time in the 'Preadmit/Admission Time' field.
  12. Select the desired program in the 'Program' field.
  13. Enter any value in the 'Type Of Admission' field.
  14. Enter the desired practitioner in the 'Admitting Practitioner' field.
  15. Click [Submit].
  16. Access the 'CareFabric Monitor' form.
  17. Enter the current date in the 'From Date' field.
  18. Enter the current date in the 'Through Date' field.
  19. Enter the client admitted in the previous steps in the 'Client ID' field.
  20. Click [View Activity Log].
  21. Validate the 'CareFabric Monitor Report' is displayed.
  22. Select the 'ProgramAdmissionCreated' activity type.
  23. Click [Click to View Record].
  24. Validate all filed information is populated.
  25. Validate the first 'careTeam' - 'fromDate' field contains the 'Preadmit/Admission Date' and 'Preadmit/Admission Time' for the 'Admitting Practitioner'.
  26. Validate the first 'careTeam' - 'name' field contains the 'Admitting Practitioner'.
  27. Validate the second 'careTeam' - 'fromDate' field contains the 'Preadmit/Admission Date' and 'Preadmit/Admission Time' for the 'Attending Practitioner'.
  28. Validate the second 'careTeam' - 'name' field contains the 'Attending Practitioner'.
  29. Close the report and the form.
Scenario 2: 'Admission' form - Validate the 'ProgramAdmissionCreated' payload
Steps
  1. Access the 'Admission' form.
  2. Verify the 'Select Client' dialog is displayed.
  3. Enter any new value in the 'Last Name' and 'First Name' fields.
  4. Select any value in the 'Sex' field.
  5. Click [Search].
  6. Validate a "Search Results" message is displayed stating: No matches found.
  7. Click [New Client].
  8. Validate a "Client" message displays indicating "Auto Assign Next ID Number?"
  9. Click [Yes].
  10. Enter the current date in the 'Preadmit/Admission Date' field.
  11. Enter the current time in the 'Preadmit/Admission Time' field.
  12. Select the desired program in the 'Program' field.
  13. Enter any value in the 'Type Of Admission' field.
  14. Enter the desired practitioner in the 'Admitting Practitioner' field.
  15. Click [Submit].
  16. Access the 'CareFabric Monitor' form.
  17. Enter the current date in the 'From Date' field.
  18. Enter the current date in the 'Through Date' field.
  19. Enter the client admitted in the previous steps in the 'Client ID' field.
  20. Click [View Activity Log].
  21. Validate the 'CareFabric Monitor Report' is displayed.
  22. Select the 'ProgramAdmissionCreated' activity type.
  23. Click [Click to View Record].
  24. Validate all filed information is populated.
  25. Validate the first 'careTeam' - 'fromDate' field contains the 'Preadmit/Admission Date' and 'Preadmit/Admission Time' for the 'Admitting Practitioner'.
  26. Validate the first 'careTeam' - 'name' field contains the 'Admitting Practitioner'.
  27. Validate the second 'careTeam' - 'fromDate' field contains the 'Preadmit/Admission Date' and 'Preadmit/Admission Time' for the 'Attending Practitioner'.
  28. Validate the second 'careTeam' - 'name' field contains the 'Attending Practitioner'.
  29. Validate the 'identifications' - 'id' field contains the program admission ID for the client.
  30. Validate the 'identifications' - 'type' field contains "2.16.840.1.113883.4.642.1.1088".
  31. Validate the 'identifications' - 'value' field contains the program admission ID for the client.
  32. Close the report and the form.
Avatar CareFabric - 'Provider' SDK events
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Practitioner Enrollment
  • CareFabric Monitor
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
  1. Access the 'Practitioner Enrollment' form for "Practitioner A".
  2. Enter the desired value in the 'Office Address - Street' field.
  3. Enter the desired value in the 'Office Address - Zip Code' field.
  4. Enter the desired value in the 'Office Address - City' field.
  5. Enter the desired value in the 'Office Address - State' field.
  6. Enter the desired date in the 'Office Address - Start Date' field.
  7. Enter the desired value in the 'Office Telephone (1)' field.
  8. Enter the desired value in the 'Home - Street' field.
  9. Enter the desired value in the 'Home - Zip Code' field.
  10. Enter the desired value in the 'Home Telephone' field.
  11. Enter the desired value in the 'Cellular Telephone' field.
  12. Populate any other desired fields.
  13. Click [Submit].
  14. Access the 'CareFabric Monitor' form.
  15. Enter the current date in the 'From Date' and 'Through Date' fields.
  16. Select "ProviderUpdated" in the 'Event/Action Search' field.
  17. Click [View Activity Log].
  18. Click [Click To View Record] for the "ProviderUpdated" record.
  19. Validate the 'addresses' - 'city' field contains the 'Office Address - City'.
  20. Validate the 'addresses' - 'fromDate' field contains the 'Office Address - Start Date'.
  21. Validate the 'addresses' - 'stateCode' field contains the 'Office Address - State'.
  22. Validate the 'addresses' - 'street1' field contains the 'Office Address - Street'.
  23. Validate the 'addresses' - 'typeCode' - 'code' field contains "W".
  24. Validate the 'addresses' - 'typeCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.67".
  25. Validate the 'addresses' - 'typeCode' - 'displayName' field contains "Work".
  26. Validate the 'addresses' - 'zipCode' field contains the 'Office Address - Zip Code'.
  27. Validate the 'addresses' section does not contain home address information.
  28. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  29. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  30. Validate the 'emailAccounts' - 'address' field contains the 'Organizational Email'.
  31. Validate the 'emailAccounts' - 'typeCode' - 'code' field contains "W".
  32. Validate the 'emailAccounts' - 'typeCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.73".
  33. Validate the 'emailAccounts' - 'typeCode' - 'displayName' field contains "Work".
  34. Validate the 'identifications' - 'id' field contains "OrderConnectUsername".
  35. Validate the 'identifications' - 'type' field contains "OrderConnectUsername".
  36. Validate the 'identifications' - 'value' field contains the OrderConnect username for "Practitioner A".
  37. Validate the first 'phoneNumbers' - 'number' field contains the 'Home Telephone'.
  38. Validate the first 'phoneNumbers' - 'typeCode' - 'code' field contains "H".
  39. Validate the first 'phoneNumbers' - 'typeCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.73".
  40. Validate the first 'phoneNumbers' - 'typeCode' - 'displayName' field contains "Home".
  41. Validate the second 'phoneNumbers' - 'number' field contains the 'Office Telephone (1)'.
  42. Validate the second 'phoneNumbers' - 'typeCode' - 'code' field contains "W".
  43. Validate the second 'phoneNumbers' - 'typeCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.73".
  44. Validate the second 'phoneNumbers' - 'typeCode' - 'displayName' field contains "Work".
  45. Validate the third 'phoneNumbers' - 'number' field contains the 'Cellular Telephone'.
  46. Validate the third 'phoneNumbers' - 'typeCode' - 'code' field contains "M".
  47. Validate the third 'phoneNumbers' - 'typeCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.73".
  48. Validate the third 'phoneNumbers' - 'typeCode' - 'displayName' field contains "Mobile".
  49. Validate the 'primaryOrganization' - 'name' field contains the organization name.
  50. Validate the 'primaryOrganization' - 'organizationID' - 'ID' field contains the facility ID.
  51. Close the report and the form.
Avatar CareFabric - 'ListAllergy' SDK action
Scenario 1: Validate the 'ListAllergy' SDK action
Steps

Internal testing only.
Topics
• CareFabric • Implantable Device List • Admission • CareFabric Monitor • Practitioner • Allergies
Update 96 Summary | Details
Avatar CareFabric - support for the 'Problem List' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (CWS)
  • Problem List
  • CareFabric Monitor
Scenario 1: 'Problem List' form - Validate the 'ClientRecordedStatusCreated', 'ClientRecordedStatusUpdated', and 'ClientRecordedStatusDeleted' SDK events
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Must have the following dictionary values defined for the "(16214) Status" CWS dictionary for 'Problem Status':
  • (A) Active
  • (I) Inactive
  • (V) Voided
  • The following extended dictionaries must be defined for the "(16214) Status" CWS dictionary values for 'Problem Status':
  • (16254) ONC Clinical Status
  • (16255) ONC Verified Status
Steps
  1. Select "Client A" and access the 'Problem List' form.
  2. Click [View/Enter Problems].
  3. Enter the desired new problem.
  4. Select "Active" in the 'Status' field.
  5. Enter the desired value in the 'Comments' field. Please note: the 'ClientRecordedStatusCreated' and 'ClientRecordedStatusUpdated' SDK events will only be triggered when this field is populated.
  6. Click [Save] and [Submit].
  7. Access the 'CareFabric Monitor' form.
  8. Enter the current date in the 'From Date' and 'Through Date' fields.
  9. Enter "Client A" in the 'Client ID' field.
  10. Enter "ClientRecordedStatusCreated" in the 'Event/Action Search' field.
  11. Click [View Activity Log].
  12. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusCreated" record for "Client A".
  13. Click [Click To View Record].
  14. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  15. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  16. Validate the 'clientID' - 'id' field contains "Client A".
  17. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the status selected.
  18. Validate the 'clinicalStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.164".
  19. Validate the 'clinicalStatusCode' - 'codeSystemName' field contains "Condition-Clinical".
  20. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the status selected.
  21. Validate the 'narrative' field contains the value entered in the 'Comments' field in the 'Problem List' form.
  22. Validate the 'statusCode' - 'code' field contains "A".
  23. Validate the 'statusCode' - 'displayName' field contains "Active"
  24. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the status selected.
  25. Validate the 'verificationStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.166".
  26. Validate the 'verificationStatusCode' - 'codeSystemName' field contains "Condition-Ver-Status".
  27. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the status selected.
  28. Validate the fourth 'vocabularies' - 'code' field contains the SNOMED code for the problem on file.
  29. Validate the fourth 'vocabularies' - 'codeSystem' field contains "2.16.840.1.113883.6.96".
  30. Validate the fourth 'vocabularies' - 'codeSystemName' field contains "SNOMED CT".
  31. Validate the fourth 'vocabularies' - 'displayName' field contains the SNOMED value for the problem on file.
  32. Close the report and the form.
  33. Select "Client A" and access the 'Problem List' form.
  34. Click [View/Enter Problems].
  35. Validate the problem filed in the previous steps is displayed.
  36. Select "Inactive" in the 'Status' field.
  37. Enter any new value in the 'Comments' field.
  38. Click [Save] and [Submit].
  39. Access the 'CareFabric Monitor' form.
  40. Enter the current date in the 'From Date' and 'Through Date' fields.
  41. Enter "Client A" in the 'Client ID' field.
  42. Enter "ClientRecordedStatusUpdated" in the 'Event/Action Search' field.
  43. Click [View Activity Log].
  44. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusUpdated" record for "Client A".
  45. Click [Click To View Record].
  46. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  47. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  48. Validate the 'clientID' - 'id' field contains "Client A".
  49. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the new status selected.
  50. Validate the 'clinicalStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.164".
  51. Validate the 'clinicalStatusCode' - 'codeSystemName' field contains "Condition-Clinical".
  52. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the new status selected.
  53. Validate the 'narrative' field contains the new value entered in the 'Comments' field in the 'Problem List' form.
  54. Validate the 'statusCode' - 'code' field contains "I".
  55. Validate the 'statusCode' - 'displayName' field contains "Inactive"
  56. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the new status selected.
  57. Validate the 'verificationStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.166".
  58. Validate the 'verificationStatusCode' - 'codeSystemName' field contains "Condition-Ver-Status".
  59. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the new status selected.
  60. Validate the fourth 'vocabularies' - 'code' field contains the SNOMED code for the problem on file.
  61. Validate the fourth 'vocabularies' - 'codeSystem' field contains "2.16.840.1.113883.6.96".
  62. Validate the fourth 'vocabularies' - 'codeSystemName' field contains "SNOMED CT".
  63. Validate the fourth 'vocabularies' - 'displayName' field contains the SNOMED value for the problem on file.
  64. Close the report and the form.
  65. Select "Client A" and access the 'Problem List' form.
  66. Click [View/Enter Problems].
  67. Validate the problem filed in the previous steps is displayed.
  68. Delete the existing value in the 'Comments' field. This will trigger the 'ClientRecordedStatusDeleted' SDK event.
  69. Click [Save] and [Submit].
  70. Access the 'CareFabric Monitor' form.
  71. Enter the current date in the 'From Date' and 'Through Date' fields.
  72. Enter "Client A" in the 'Client ID' field.
  73. Enter "ClientRecordedStatusDeleted" in the 'Event/Action Search' field.
  74. Click [View Activity Log].
  75. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusDeleted" record for "Client A".
  76. Validate the 'clientID' - 'id' field contains "Client A".
  77. Validate the 'clinicalStatusCode' field contains "null".
  78. Validate the 'narrative' field contains "null".
  79. Validate the 'statusCode' field contains "null".
  80. Validate the 'verificationStatusCode' field contains "null".
  81. Close the report and the form.
  82. Select "Client A" and access the 'Problem List' form.
  83. Click [View/Enter Problems].
  84. Validate the problem filed in the previous steps is displayed.
  85. Enter the desired value in the 'Comments' field.
  86. Click [Save] and [Submit].
  87. Access the 'CareFabric Monitor' form.
  88. Enter the current date in the 'From Date' and 'Through Date' fields.
  89. Enter "Client A" in the 'Client ID' field.
  90. Enter "ClientRecordedStatusUpdated" in the 'Event/Action Search' field.
  91. Click [View Activity Log].
  92. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusUpdated" record for "Client A".
  93. Click [Click To View Record].
  94. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  95. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  96. Validate the 'clientID' - 'id' field contains "Client A".
  97. Validate the 'narrative' field contains the new value entered in the 'Comments' field in the 'Problem List' form.
  98. Validate all other data is displayed as expected.
  99. Close the report and the form.
  100. Select "Client A" and access the 'Problem List' form.
  101. Click [View/Enter Problems].
  102. Validate the problem filed in the previous steps is displayed.
  103. Select "Voided" in the 'Status' field. This will also trigger the 'ClientRecordedStatusDeleted' SDK event.
  104. Click [Save] and [Submit].
  105. Access the 'CareFabric Monitor' form.
  106. Enter the current date in the 'From Date' and 'Through Date' fields.
  107. Enter "Client A" in the 'Client ID' field.
  108. Enter "ClientRecordedStatusDeleted" in the 'Event/Action Search' field.
  109. Click [View Activity Log].
  110. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusDeleted" record for "Client A".
  111. Validate the 'clientID' - 'id' field contains "Client A".
  112. Validate the 'clinicalStatusCode' field contains "null".
  113. Validate the 'narrative' field contains "null".
  114. Validate the 'statusCode' field contains "null".
  115. Validate the 'verificationStatusCode' field contains "null".
  116. Close the report and the form.
Topics
• CareFabric • Problem List
Update 97 Summary | Details
Bells Notes Integration - Appointments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
Scenario 1: Create & delete a group appointment and validate the 'AppointmentCreated' and 'AppointmentDeleted' SDK events are raised for all group members
Specific Setup:
  • A group (Group A) is defined with two clients (Client A & Client B).
  • Multiple practitioners are defined with hours for scheduling (Practitioner A, Practitioner B and Practitioner C).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Set the 'Service Code' field to the desired group service code.
  4. Set the 'Practitioner' field to "Practitioner A".
  5. Select the desired location in the 'Location' field.
  6. Set the 'First Co-Practitioner' field to "Practitioner B".
  7. Set the 'Second Co-Practitioner' field to "Practitioner C".
  8. Set the 'Group #' field to "Group A".
  9. Fill out all required fields.
  10. Click [Submit].
  11. Validate successful submission.
  12. Validate the scheduled group appointment is added to the 'Scheduling Calendar' form.
  13. Access the 'CareFabric Monitor' form.
  14. Enter the current date in the 'From Date' field.
  15. Enter the current date in the 'Through Date' field.
  16. Enter "Client A" in the 'Client ID' field.
  17. Click [View Activity Log].
  18. Select "AppointmentCreated" in the 'Activity Type' field.
  19. Click [Click to View Record].
  20. Validate the 'appointmentID' - 'humanReadableValue' - 'id' field contains the scheduled group appointment ID.
  21. Validate the 'groupID' - 'humanReadableValue' - 'id' field contains the group ID for "Group A".
  22. Validate the 'scheduledProviderIDs' - 'humanReadableValue' - 'id' field contains the name and ID for the co-practitioners.
  23. Validate the 'scheduledProviderIDs' - 'humanReadableValue' - 'id' field contains the name and ID for "Practitioner A".
  24. Validate the 'scheduledProviderIDs' - 'humanReadableValue' - 'id' field contains the name and ID for "Practitioner B".
  25. Validate the 'scheduledProviderIDs' - 'humanReadableValue' - 'id' field contains the name and ID for "Practitioner C".
  26. Close the report.
  27. Enter "Client B" in the 'Client ID' field.
  28. Click [View Activity Log].
  29. Select "AppointmentCreated" in the 'Activity Type' field.
  30. Click [Click to View Record].
  31. Validate the 'appointmentID' - 'humanReadableValue' - 'id' field contains the scheduled group appointment ID.
  32. Validate the 'groupID' - 'humanReadableValue' - 'id' field contains the group ID for "Group A".
  33. Validate the 'scheduledProviderIDs' - 'humanReadableValue' - 'id' field contains the name and ID for the co-practitioners.
  34. Validate the 'scheduledProviderIDs' - 'humanReadableValue' - 'id' field contains the name and ID for "Practitioner A".
  35. Validate the 'scheduledProviderIDs' - 'humanReadableValue' - 'id' field contains the name and ID for "Practitioner B".
  36. Validate the 'scheduledProviderIDs' - 'humanReadableValue' - 'id' field contains the name and ID for "Practitioner C".
  37. Close the report and the form.
Scenario 2: Create an appointment and validate the 'AppointmentCreated' SDK event is raised
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Multiple practitioners are defined with hours for scheduling (Practitioner A, Practitioner B and Practitioner C).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Set the 'Service Code' field to the desired service code.
  4. Set the 'Client' field to "Client A".
  5. Select the desired value in the 'Episode Number' field.
  6. Set the 'Practitioner' field to "Practitioner A".
  7. Select the desired location in the 'Location' field.
  8. Set the 'First Co-Practitioner' field to "Practitioner B".
  9. Set the 'Second Co-Practitioner' field to "Practitioner C".
  10. Fill out all required fields.
  11. Click [Submit].
  12. Validate successful submission.
  13. Validate the scheduled appointment is added to the 'Scheduling Calendar' form.
  14. Access the 'CareFabric Monitor' form.
  15. Enter the current date in the 'From Date' field.
  16. Enter the current date in the 'Through Date' field.
  17. Enter "Client A" in the 'Client ID' field.
  18. Click [View Activity Log].
  19. Select "AppointmentCreated" in the 'Activity Type' field.
  20. Click [Click to View Record].
  21. Validate the 'appointmentID' - 'humanReadableValue' - 'id' field contains the scheduled appointment ID.
  22. Validate the 'scheduledProviderIDs' - 'humanReadableValue' - 'id' field contains the name and ID for the co-practitioners.
  23. Validate the 'scheduledProviderIDs' - 'humanReadableValue' - 'id' field contains the name and ID for "Practitioner A".
  24. Validate the 'scheduledProviderIDs' - 'humanReadableValue' - 'id' field contains the name and ID for "Practitioner B".
  25. Validate the 'scheduledProviderIDs' - 'humanReadableValue' - 'id' field contains the name and ID for "Practitioner C".
  26. Close the report and the form.
Bells Notes Integration - Group Members
Scenario 1: Validate the 'ListGroup' SDK action
Steps
  • Internal testing only.
Scenario 2: Validate the 'GetGroup' SDK action
Steps
  • Internal testing only.
Bells Notes Integration - Progress Notes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
Scenario 1: Validate the 'PutProgressNote' SDK action
Steps

Internal testing only.

Scenario 2: Validate the 'GetProgressNote' SDK action
Steps

Internal testing only.

MedNote Integration - Unsigned Appointment Count
Scenario 1: Validate the 'SearchAppointment' SDK action
Steps

Internal testing only.

MedNote Integration - Note Types
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Finalize.Note Details
  • Finalize.CPT Selection
  • Finalize.Note Summary
Scenario 1: MedNote Inpatient Workflow - CareFabric filters "Note Type" in Medical Note
Specific Setup:
  • User with Provider login credentials.
  • Client admitted into an inpatient episode.
  • Client admitted into a psychiatry episode.
  • A practitioner (Practitioner A) must be associated with the selected user and is assigned practitioner category in the 'Practitioner Category' field. This must be done in the 'Practitioner Enrollment' form.
  • The "Medical Doctor" is selected in the 'Practitioner Category' field for "Practitioner A"
  • User has access to the 'Dictionary Update-CWS' form:
  • A note type (Note Type A) must be defined for Primary Care note with the 'Use with Primary Care' field set to "Yes" and the same practitioner category associated with the selected user is selected in the 'Practitioner Category' field (Medical Doctor)
  • A note type (Note Type B) must be defined for non Primary Care note with the 'Use with Primary Care' field set to "No" and the same practitioner category associated with the selected user is selected in the 'Practitioner Category' field (Medical Doctor)
  • A note type (Note Type C) must be defined with the 'Practitioner Category' field set to blank
  • User has access to the 'Registry Settings-CWS' form:
  • The 'Avatar CWS->Progress Notes->Ambulatory (Medical Diagnosis)->Limit Note Types By Practitioner Category' registry setting is set to "Y".
  • The 'Avatar CWS->Progress Notes->Inpatient (Medical Diagnosis)->Limit Note Types By Practitioner Category' registry setting is set to "Y".
Steps
  1. Log into Avatar with "Primary Care Provider" login credentials.
  2. Select the "Medical Note" widget.
  3. Select a client admitted into a primary care episode.
  4. Click [Add Note].
  5. Select the "Primary Care" episode from the "Episode" drop-down.
  6. Complete the "Site" and "Service Code" fields.
  7. Select the "Note Type" drop-down.
  8. Validate the only options displayed have matching "Practitioner Category" fields and "Use with Primary Care" = "Y".
  9. Select "Note Type A".
  10. Click [Save].
  11. Click the "Finalize" tab.
  12. Navigate to the "Note Type" drop-down.
  13. Validate the only options displayed have matching "Practitioner Category" fields and "Use with Primary Care" = "Y".
  14. Complete Note.
  15. Select a client admitted into an inpatient episode.
  16. Click [Add Note].
  17. Select the "Inpatient" episode from the "Episode" drop-down.
  18. Complete the "Site" and "Service Code" fields.
  19. Select the "Note Type" drop-down.
  20. Validate the only options displayed have matching "Practitioner Category" fields and "Use with Primary Care" = "N".
  21. Select "Note Type B".
  22. Click [Save].
  23. Click the "Finalize" tab.
  24. Navigate to the "Note Type" drop-down.
  25. Validate the only options displayed have matching "Practitioner Category" fields and "Use with Primary Care" = "N".
  26. Complete Note.
Bells Notes Integration - 'ListValueSet' and 'GetValueSet' SDK actions
Scenario 1: Progress Notes - Validate the 'ListValueSet' SDK action
Steps

Internal testing only.

Scenario 2: Progress Notes - Validate the 'GetValueSet' SDK action
Steps

Internal testing only.

Bells Notes Integration - Service Strategy Codes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
  • Ambulatory Progress Notes (Diagnosis Entry)
Scenario 1: Ambulatory Progress Notes - Service Strategy Codes
Specific Setup:
  • Have two users: [UserA] and [UserB]
  • Both users have the "My To Do's" widget on their home view.
  • [UserA] is defined with the following:
  • An associated staff member ("Staff Member A").
  • User with existing client admitted ("Client A").
  • Document Routing is enabled in the 'Document Routing Setup' form for 'Ambulatory Progress Notes (Diagnosis Entry)' form.
  • "Avatar PM->Services->->->->Enable Evidence Based Practice Fields" registry setting is set to "Y".
  • One or more service strategy dictionary codes defined in CWS (10560) "Evidence-Based Practices / Service Strategies (CSI)" with selected values.
  • [UserB] with an associated staff member ("Staff Member B").
Steps
  1. Access the 'Ambulatory Progress Notes (Diagnosis Entry)' form.
  2. Select "ClientA" in the 'Select Client' field.
  3. Select "New Service" in the 'Progress Note For' field.
  4. Set the 'Date of Service' field to any date.
  5. Select the desired value in the 'Service Charge Code' field.
  6. Select the desired value in the 'Location' field.
  7. Select the desired value in the 'Note Type' field.
  8. Enter the desired value in the 'Notes Field' field.
  9. Select the desired value in the 'Evidence Based Practices' field.
  10. Complete the required fields.
  11. Select "Final" in the 'Draft/Final' field.
  12. Click [Submit].
  13. Validate that the 'Confirm Document' dialog is displayed with the progress note data, including an electronic signature at the bottom for "Staff Member A" as the Author.
  14. Click [Accept and Route].
  15. Enter the desired value in the 'Password' field.
  16. Click [OK].
  17. Validate the 'Route Document To' dialog is displayed.
  18. Search for "Staff Member B" in the "Add Approver" field.
  19. Click [Add].
  20. Validate "Staff Member B" is added as an "Approver" and the "Approver" check box is selected.
  21. Click [Submit].
  22. Log in as [UserB] and navigate to the "My To Do's" widget.
  23. Validate there is a To-Do for the progress note filed in the previous steps.
  24. Click [Approve Document].
  25. Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Staff Member A" as Author and "Staff Member B" as Final Approver.
  26. Click [Accept].
  27. Enter the password for "User B" in the 'Verify Password' dialog and click [OK].
  28. Validate the To-Do is no longer displayed.
  29. Log in as [UserA] and navigate to the "Progress Notes" widget.
  30. Select "ClientA" in the 'Select Client' field.
  31. Locate the note that was just finalized in the previous steps.
  32. Validate the saved strategy service codes are displayed under the "Evidence Based Practices" section.
Topics
• Scheduling Calendar • CareFabric • Progress Notes • Medical Note • Note Type
Update 100 Summary | Details
Avatar CareFabric - Support for Medical Note
Scenario 1: Progress Notes - Validate the 'ListValueSet' SDK action
Steps

Internal testing only.

Scenario 2: Progress Notes - Validate the 'GetValueSet' SDK action
Steps

Internal testing only.
Topics
• CareFabric