Avatar CareFabric 2022 Quarterly Release 2022.01 Acceptance Tests

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Update 1 Summary \| Details Avatar CareFabric 2022 is Installed Scenario 1: Validate Upgrading Avatar CareFabric 2021 to 2022 is successful when 2021.04.00 is loaded Specific Setup: Latest Monthly Release is installed. Steps Open the "Product Updates" form. Select the appropriate [Namespace] from the Application dropdown list Click [Select Update/Customization Pack]. Browse to the location for the updates and select the Update 1. Click [OK] on the "File Upload Complete" window. Click [Review Update/Customization Pack Contents]. Verify Update 1 is included. Click [Install Update/Customization Pack]. Click [OK] when the install completes. Click [Close Form].	Topics • NX • Upgrade
Update 2 Summary \| Details Flowsheet Labs - Recurring Lab Order Results Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Flowsheet Scenario 1: Validate the recurring orders in Flowsheet pulls the latest information for the latest occurrence order Specific Setup: Have a client with a recurring lab order and make sure the order has 'Electronic' and 'Facility Staff will Collect' marked. Make sure to collect multiple renditions of this recurring order in eMAR and take notes of the time and date collected for the respective occurrence. Steps In Avatar, navigate to the "Flowsheet" widget Select the client with the lab results that meets setup criteria Click the "Labs" tab Navigate to the 'Collected' status for an occurrence of the recurring lab order Verify the corresponding "Status" field is populated as "Collected" Verify the corresponding "Collected Time" field is populated with the expected collected time Click [COLLECTED] Verify the "Order Details" dialog window is displayed Verify the "Order Number" field is populated with the expected order ID Verify the "Order Date/Time" field is populated with the expected order date and time Verify the "Ordered By" field is populated with the expected practitioner Verify the "Status" field is populated as "Collected" Verify the "Special Instructions" is populated as expected Verify the "Collected By" is populated with expected practitioner Verify the "Collected Date/Time" field is populated with the expected collected date and time Click [X] Verify the "Order Details" dialog window is no longer displayed Navigate to the 'Collected' status for the latest/most recent occurrence of the recurring lab order Verify the corresponding "Status" field is populated as "Collected" Verify the corresponding "Collected Time" field is populated with the expected collected time Click [COLLECTED] Verify the "Order Details" dialog window is displayed Verify the "Order Number" field is populated with the expected order ID Verify the "Order Date/Time" field is populated with the expected order date and time Verify the "Ordered By" field is populated with the expected practitioner Verify the "Status" field is populated as "Collected" Verify the "Special Instructions" is populated as expected Verify the "Collected By" is populated with expected practitioner Verify the "Collected Date/Time" field is populated with the expected collected date and time Click [X] Verify the "Order Details" dialog window is no longer displayed Flowsheet Labs - Populate 'Collected By' field in Flowsheet Order Details Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Flowsheet Scenario 1: Validate display of Lab Order Statuses for Flowsheet from SoftLabs Specific Setup: Have a client with lab results, each configured with one of the following order statuses: 1) Received, 2) Correction, 3) Resulted 4) Canceled 5) Reviewed 6) Voided 7) Collected 8) Ordered Have a client with microbiology results, each configured with one of the following order statuses: 1) Correction, 2) Preliminary, 3) Final, 4) Supplemental Steps In Avatar, navigate to the "Flowsheet" widget Select the client with the lab results Click the "Labs" tab Navigate to the "Received" status lab result Verify the corresponding "Status" field is populated as "Received" Verify the corresponding "Collected Time" field is populated with the expected collected time Click [RECEIVED] Verify the "Order Details" dialog window is displayed Verify the "Order Number" field is populated with the expected order ID Verify the "Order Date/Time" field is populated with the expected order date and time Verify the "Ordered By" field is populated with the expected practitioner Verify the "Status" field is populated as "Received" Verify the "Special Instructions" is populated as expected Verify the "Collected Date/Time" field is populated with the expected collected date and time Verify the "Received Date/Time" field is populated with the expected date and time Click [X] Verify the "Order Details" dialog window is no longer displayed Navigate to the "Correction" status lab result Verify the corresponding "Status" field is populated as "Correction" and highlighted in red Verify the corresponding "Collected Time" field is populated with the expected collected time Click [CORRECTION] Verify the "Order Details" dialog window is displayed Verify the "Order Number" field is populated with the expected order ID Verify the "Order Date/Time" field is populated with the expected order date and time Verify the "Ordered By" field is populated with the expected practitioner Verify the "Status" field is populated as "Correction" Verify the "Special Instructions" is populated as expected Verify the "Collected Date/Time" field is populated with the expected collected date and time Verify the "Correction Date/Time" field is populated with the expected date and time Click [X] Verify the "Order Details" dialog window is no longer displayed Navigate to the "Resulted" status lab result Verify the corresponding "Status" field is populated as "Resulted" Verify the corresponding "Collected Time" field is populated with the expected collected time Click [RESULTED] Verify the "Order Details" dialog window is displayed Verify the "Order Number" field is populated with the expected order ID Verify the "Order Date/Time" field is populated with the expected order date and time Verify the "Ordered By" field is populated with the expected practitioner Verify the "Status" field is populated as "Resulted" Verify the "Special Instructions" is populated as expected Verify the "Collected Date/Time" field is populated with the expected collected date and time Verify the "Resulted Date/Time" field is populated with the expected date and time Click [X] Verify the "Order Details" dialog window is no longer displayed Navigate to the "Ordered" status lab result Verify the corresponding "Status" field is populated as "Ordered" Verify the corresponding "Collected Time" field is populated with the expected collected time Click [ORDERED] Verify the "Order Details" dialog window is displayed Verify the "Order Number" field is populated with the expected order ID Verify the "Order Date/Time" field is populated with the expected order date and time Verify the "Ordered By" field is populated with the expected practitioner Verify the "Status" field is populated as "Ordered" Verify the "Special Instructions" is populated as expected Verify the "Collected Date/Time" field is populated with the expected collected date and time Verify the "Received Date/Time" field is populated with the expected date and time Click [X] Verify the "Order Details" dialog window is no longer displayed Navigate to the "Collected" status lab result Verify the corresponding "Status" field is populated as "Received" Verify the corresponding "Collected Time" field is populated with the expected collected time Click [COLLECTED] Verify the "Order Details" dialog window is displayed Verify the "Order Number" field is populated with the expected order ID Verify the "Order Date/Time" field is populated with the expected order date and time Verify the "Ordered By" field is populated with the expected practitioner Verify the "Status" field is populated as "Collected" Verify the "Special Instructions" is populated as expected Verify the "Collected By" is populated with expected practitioner Verify the "Collected Date/Time" field is populated with the expected collected date and time Verify the "Received Date/Time" field is populated with the expected date and time Click [X] Verify the "Order Details" dialog window is no longer displayed Navigate to the "Canceled" status lab result Verify the corresponding "Status" field is populated as "Received" Verify the corresponding "Collected Time" field is populated with the expected collected time Click [CANCELED] Verify the "Order Details" dialog window is displayed Verify the "Order Number" field is populated with the expected order ID Verify the "Order Date/Time" field is populated with the expected order date and time Verify the "Ordered By" field is populated with the expected practitioner Verify the "Status" field is populated as "Canceled" Verify the "Collected By" is populated with expected practitioner Verify the "Canceled By" is populated with expected practitioner Verify the "Special Instructions" is populated as expected Verify the "Collected Date/Time" field is populated with the expected collected date and time Verify the "Received Date/Time" field is populated with the expected date and time Click [X] Verify the "Order Details" dialog window is no longer displayed Navigate to the "Resulted" status lab result Verify the corresponding "Status" field is populated as "Resulted" Verify the corresponding "Collected Time" field is populated with the expected collected time Click the lab result Verify the 'Lab Result' popup modal is displayed as expected Mark the 'Clinician Review' by checkbox Populate the input field with any text Click [Sign] Click [X] icon of the popup Verify the lab result is updated and displayed with reviewed icon as expected Click [RESULTED] Verify the "Order Details" dialog window is displayed Verify the "Order Number" field is populated with the expected order ID Verify the "Order Date/Time" field is populated with the expected order date and time Verify the "Ordered By" field is populated with the expected practitioner Verify the "Status" field is populated as "Canceled" Verify the "Collected By" is populated with expected practitioner Verify the "Resulted By" is populated with expected practitioner Verify the "Special Instructions" is populated as expected Verify the "Collected Date/Time" field is populated with the expected collected date and time Verify the "Received Date/Time" field is populated with the expected date and time Click [X] Verify the "Order Details" dialog window is no longer displayed Select the client with the microbiology results Click the "Microbiology" tab Navigate to the "Correction" status microbiology result Verify the "Status" field is populated as "Correction" Verify the "Order" field is populated with the expected order ID Verify the "Ordered Date/Time" field is populated with the expected order date and time Verify the "Ordered By" field is populated with the expected practitioner Verify the "Special Instructions" field is populated with the expected special instructions Verify the "Source" field is populated with the expected source Verify the "Site" field is populated with the expected site Verify the "Specimen Collected" field is populated with the expected specimen collected date and time Verify the "Corrected" date and time is displayed as expected Navigate to the "Canceled" status lab result Verify the corresponding "Status" field is populated as "Received" Verify the corresponding "Collected Time" field is populated with the expected collected time Click [CANCELED] Verify the "Order Details" dialog window is displayed Verify the "Order Number" field is populated with the expected order ID Verify the "Order Date/Time" field is populated with the expected order date and time Verify the "Ordered By" field is populated with the expected practitioner Verify the "Status" field is populated as "Canceled" Verify the "Collected By" is populated with expected practitioner Verify the "Canceled By" is populated with expected practitioner Verify the "Special Instructions" is populated as expected Verify the "Collected Date/Time" field is populated with the expected collected date and time Verify the "Received Date/Time" field is populated with the expected date and time Click [X] Verify the "Order Details" dialog window is no longer displayed Navigate to the "Preliminary" status microbiology result Mark the 'Clinician Review' by checkbox Populate the input field with any text Click [Sign] Verify the "Status" field is populated as "Preliminary" Verify the "Order" field is populated with the expected order ID Verify the "Ordered Date/Time" field is populated with the expected order date and time Verify the "Ordered By" field is populated with the expected practitioner Verify the "Reviewed By" field is populated with the expected practitioner Verify the "Special Instructions" field is populated with the expected special instructions Verify the "Source" field is populated with the expected source Verify the "Site" field is populated with the expected site Verify the "Specimen Collected" field is populated with the expected specimen collected date and time Validate the "Prelim" date and time is displayed as expected Navigate to the "Final" status microbiology result Mark the 'Clinician Review' by checkbox Populate the input field with any text Click [Sign] Verify the "Status" field is populated as "Final" Verify the "Order" field is populated with the expected order ID Verify the "Ordered Date/Time" field is populated with the expected order date and time Verify the "Ordered By" field is populated with the expected practitioner Verify the "Reviewed By" field is populated with the expected practitioner Verify the "Special Instructions" field is populated with the expected special instructions Verify the "Source" field is populated with the expected source Verify the "Site" field is populated with the expected site Verify the "Specimen Collected" field is populated with the expected specimen collected date and time Verify the "Final" date and time is displayed as expected Navigate to the "Supplemental" status microbiology result Verify the "Status" field is populated as "Supplemental" Verify the "Order" field is populated with the expected order ID Verify the "Ordered Date/Time" field is populated with the expected order date and time Verify the "Ordered By" field is populated with the expected practitioner Verify the "Special Instructions" field is populated with the expected special instructions Verify the "Source" field is populated with the expected source Verify the "Site" field is populated with the expected site Verify the "Specimen Collected" field is populated with the expected specimen collected date and time Navigate to a date that has no "labs" data on file Validate an extra grey line is not displayed as expected Flowsheet - Microbiology Results Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Flowsheet CareFabric Log Viewer.Response Payload Scenario 1: Validate the "Urinalysis" Lab order result displays "Urine Culture" in Microbiology. Specific Setup: Have a client with an "ordered" and "resulted" Urinalysis lab result and a Urine Culture in the "Preliminary" status. Steps In Avatar, navigate to the "Flowsheet" widget Select the client with the lab results Click the "Labs" tab Verify the desired lab results are displayed as expected Navigate to "Urinalysis" lab order Verify the result with "Ordered" status is populated as expected Click the "Status" field Verify the corresponding "Status" field is populated as "Ordered" Verify the corresponding "Collected Time" field is populated with the expected collected time Click [ORDERED] Verify the "Order Details" dialog window is displayed Verify the "Order Number" field is populated with the expected order ID Verify the "Order Date/Time" field is populated with the expected order date and time Verify the "Ordered By" field is populated with the expected practitioner Verify the "Status" field is populated as "ORDERED" Verify the "Special Instructions" is populated as expected Click [X] Verify the "Order Details" dialog window is no longer displayed Verify after the "Urinalysis" result will display the "UA Microscopic" along with it. Verify both the "Urinalysis" and "UA Microscopic" statuses are changed to "Resulted" Navigate to the "Resulted" status lab result Verify the corresponding "Status" field is populated as "Resulted" Verify the corresponding "Collected Time" field is populated with the expected collected time Click [Resulted] Verify the "Order Details" dialog window is displayed Verify the "Order Number" field is populated with the expected order ID Verify the "Order Date/Time" field is populated with the expected order date and time Verify the "Ordered By" field is populated with the expected practitioner Verify the "Status" field is populated as "Received" Verify the "Special Instructions" is populated as expected Verify the "Collected Date/Time" field is populated with the expected collected date and time Verify the "Collected by" field is populated with the expected practitioner username Verify the "Received Date/Time" field is populated with the expected date and time Verify the "Resulted Date/Time" field is populated with the expected date and time Click [X] Verify the "Order Details" dialog window is no longer displayed Click the "Microbiology" Collection tab Verify the "Urine Culture" is displayed with "preliminary" status Flowsheet Labs - Lab Order Frequencies (STAT & ONCE) Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Flowsheet Scenario 1: Validate the 'specimenCollectedDate' for different Laboratory Frequencies Specific Setup: Have a client with lab results that have different frequencies as follows: "STAT", "Once" Steps In Avatar, navigate to the "Flowsheet" widget Select the client with the lab results Click the "Labs" tab Verify the desired lab results are displayed as expected Navigate to Lab result which have set frequencies as "STAT" Verify the corresponding "Status" field is populated as "Ordered" Verify the corresponding "Collected Time" field is populated with the expected collected time Click [ORDERED] Verify the "Order Details" dialog window is displayed Verify the "Order Number" field is populated with the expected order ID Verify the "Order Date/Time" field is populated with the expected order date and time Verify the "Ordered By" field is populated with the expected practitioner Verify the "Status" field is populated as "ORDERED" Verify the "Special Instructions" is populated as expected Click [X] Verify the "Order Details" dialog window is no longer displayed Navigate to Lab result which have set frequencies as "Once" Verify the corresponding "Status" field is populated as "Ordered" Verify the corresponding "Collected Time" field is populated with the expected collected time Click [ORDERED] Verify the "Order Details" dialog window is displayed Verify the "Order Number" field is populated with the expected order ID Verify the "Order Date/Time" field is populated with the expected order date and time Verify the "Ordered By" field is populated with the expected practitioner Verify the "Status" field is populated as "ORDERED" Verify the "Special Instructions" is populated as expected Click [X] Verify the "Order Details" dialog window is no longer displayed Verify the same Lab result which was "Collected" for frequencies as "STAT" Verify the corresponding "Status" field is populated as "Collected" Verify the corresponding "Collected Time" field is populated with the expected collected time Click [COLLECTED] Verify the "Order Details" dialog window is displayed Verify the "Order Number" field is populated with the expected order ID Verify the "Order Date/Time" field is populated with the expected order date and time Verify the "Ordered By" field is populated with the expected practitioner Verify the "Status" field is populated as "COLLECTED" Verify the "Special Instructions" is populated as expected Verify the "Collected Date/Time" field is populated with the expected collected date and time Verify the "Collected By" is populated with the expected collected user Click [X] Verify the "Order Details" dialog window is no longer displayed Verify the same Lab result which was "Collected" for frequencies as "Once" Verify the corresponding "Status" field is populated as "Collected" Verify the corresponding "Collected Time" field is populated with the expected collected time Click [COLLECTED] Verify the "Order Details" dialog window is displayed Verify the "Order Number" field is populated with the expected order ID Verify the "Order Date/Time" field is populated with the expected order date and time Verify the "Ordered By" field is populated with the expected practitioner Verify the "Status" field is populated as "COLLECTED" Verify the "Special Instructions" is populated as expected Verify the "Collected Date/Time" field is populated with the expected collected date and time Verify the "Collected By" is populated with the expected collected user Click [X] Verify the "Order Details" dialog window is no longer displayed Flowsheet - 'ABG (Unit Performed)' lab results Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Flowsheet Scenario 1: Validate status of 'ABG (Unit Performed)' lab results in Flowsheet Specific Setup: Have a user with access to Flowsheet, the 'Order Entry Console', and the 'Work List' widget Have a Client with no prior 'ABG' Lab orders Steps In Avatar, navigate to the "Flowsheet" widget Select the client with the lab results that meets setup criteria Click the "Labs" tab Verify no 'ABG (Unit Performed)' order are present Navigate to the 'Order Entry Console'. In the 'New Order' section, search for and select 'ABG (Unit Performed)' order Enter the required details and valid Start Date/Time Sign the order Verify the order is places and is in Active status Navigate to Flowsheet Select 'Labs' tab Verify the 'ABG (Unit Performed)' result is added for the respective date Verify the order is in 'Ordered' status Navigate to 'Work List' widget Select the 'Lab Orders' tab Verify the 'ABG (Unit Performed)' result is present Select any valid date and click 'Administer' Set the 'Collection Event' as 'Collected' Enter any other required details and Save Navigate to Flowsheet Select 'Labs' tab Verify the 'ABG (Unit Performed)' result is in 'Collected' status Navigate to 'Unit Performed Lab' form In 'Order selection' field select 'ABG (Unit Performed)' Enter any valid 'Specimen collected' and 'Result date' In the 'Results' section, add any valid result Click [File] Navigate to Flowsheet Select 'Labs' tab Verify the 'ABG (Unit Performed)' result is in 'Resulted' status Verify the entered values are displayed respectively.	Topics • Lab Results • Microbiology • CareFabric • myAvatar/myAvatar NX • ListLaboratoryResult
Update 2 Summary \| Details Medical Note - Recent Order Actions Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: SQL Query/Reporting Scenario 1: Validate the 'SearchOrderByLastAction' SDK action Specific Setup: User with existing Provider login credentials User with existing client admitted to Medical Note Client with existing orders that have been entered in Orders console in the last 7 days User with access to Crystal Reports or any other SQL reporting tool Steps Login to Avatar as a Provider. Select any client and select the MedNote widget. Verify the existence of the "Facesheet" tab. Click [Recent Order Actions] link. Click [Refresh]. Verify the existence of the recent order for the selected client. Access Crystal Reports or other SQL Reporting Tool. Create a report using the 'OrderEntry.history_client_order' table. Validate a row is displayed for the recent order history for the selected client. Validate the 'PATID' field contains the Client ID. Validate the 'last_action_date' field contains the Date for the updated order. Validate the 'Order_Description' field contains the Order Description. Validate the 'ORDuniqueid' field contains the Order ID. Validate the 'ID' field contains the Client ID and Order ID. Close the report.	Topics • Order Entry Console • Medical Note
Update 3 Summary \| Details Avatar CareFabric - support for ProviderConnect Enterprise Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Admission Discharge Diagnosis Scenario 1: ProviderConnect Enterprise- Validate the 'PutProgramAdmission' action Specific Setup: The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y". The 'Managing Organization Definition' form must be configured for a valid managing organization. A client must exist in the configured managing organization's system with a DOB and SSN on file (Client A). A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A). Steps Access the 'Admission' form. Verify the 'Select Client' dialog is displayed. Enter the last name of the client that exists in the managing organization's system in the 'Last Name' field. Enter the first name of the client that exists in the managing organization's system in the 'First Name' field. Enter the sex of the client that exists in the managing organization's system in the 'Sex' field. Click [Search]. Validate a "Search Results" message is displayed stating: No matches found. Click [OK] and [New Client]. Validate a "Client" message is displayed stating: Auto Assign Next ID Number? Click [Yes]. Enter the desired date in the 'Preadmit/Admission Date' field. Enter the desired time in the 'Preadmit/Admission Time' field. Select any program that is selected in the 'Associated Admission Programs' field in the 'Managing Organization Definition' form in the 'Program' field. Enter "Client A's" date of birth in the 'Date Of Birth' field. Enter "Client A's" social security number in the 'Social Security Number' field. Select the desired value in the 'Type Of Admission' field. Select desired value in the 'Source Of Admission' field. Enter "Practitioner A" in the 'Admitting Practitioner' field. Select the "ProviderConnect Enterprise Identifiers" section. Click [Add New Item]. Select the defined managing organization in the 'External Organization' field. Click [Search]. Select the matching client record in the 'Select Matching Client Record' dialog. Click [OK]. Validate the 'External ID' field contains the client ID for the client in the managing organization's system. Click [Update Demographics]. Validate an "Information" message is displayed stating: Client Demographics Information Updated. Click [OK]. Select the "Demographics" section. Validate demographic fields have been updated to match the managing organizations record. Click [Submit]. Access the 'ProviderConnect Enterprise Action Log'. Enter the desired date in the 'From Date' and 'Through Date' fields. Enter the desired time in the 'From Time' and 'Through Time' fields. Select the desired organization in the 'Managing Organization' field. Select "PutProgramAdmission" in the 'Action Name' field. Click [View Action Log]. Verify the 'ProviderConnect Enterprise Action Log' Report is displayed. Validate the 'ProviderConnect Enterprise Action Log' Report contains a row for the 'PutProgramAdmission' action that was triggered from the 'Admission' form with a result of "Success". Close the report and the form. Scenario 2: ProviderConnect Enterprise- Validate the 'PutProgramDischarge' action Specific Setup: The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y". The 'Managing Organization Definition' form must be defined for a valid managing organization. A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A). A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A). Steps Select "Client A" and access the 'Discharge' form. Select the episode that is mapped to the managing organization from the Pre-Display. Click [OK]. Enter the desired date in the 'Date of Discharge' field. Enter the desired time in the 'Discharge Time' field. Select the desired type in the 'Type Of Discharge' field. Enter "Practitioner A" in the 'Discharge Practitioner' field. Enter the desired value in the 'Discharge Remarks/Comments' field. Select the 'CSI' tab. Select the desired value in the 'Patient Status Code' field. Select the desired value in the 'Discharge Legal Class' field. Click [Submit]. Access the 'ProviderConnect Enterprise Action Log' form. Enter the desired date in the 'From Date' and 'Through Date' fields. Enter the desired time in the 'From Time' and 'Through Time' fields. Select the desired organization in the 'Managing Organization' field. Select "PutProgramDischarge" in the 'Action Name' field. Click [View Action Log]. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutProgramDischarge' action that was triggered from the 'Discharge' form with a "Success" result. Close the report and the form. Scenario 3: ProviderConnect Enterprise- Validate the 'PutDiagnosis' and 'PutDiagnosisEntry' actions Specific Setup: The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y". The 'Managing Organization Definition' form must be defined for a valid managing organization. A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A). A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A). Steps Select "Client A" and access the 'Diagnosis' form. Select the episode mapped to the managing organization from the Pre-Display. Click [OK]. Select the desired value in the 'Type Of Diagnosis' field. Enter the desired date in the 'Date Of Diagnosis' field. Enter the desired time in the 'Time Of Diagnosis' field. Click [New Row]. Enter the desired value in the 'Diagnosis Search' field. Validate the 'Ranking' field contains "Primary". Enter "Practitioner A" in the 'Diagnosing Practitioner' field. Select the "Additional Diagnosis Information" section. Select the desired value in the 'Trauma (CSI)' field. Select the desired value(s) in the 'General Medical Condition Summary Code (CSI)' field. Select "Yes" in the 'Substance Abuse / Dependence (CSI)' field. Select the desired value in the 'Substance Abuse / Dependence Diagnosis (CSI)' field. Click [Submit]. Validate a "Pre-Display Confirmation" message is displayed stating: Do you want to return to Pre-Display? Click [No]. Access the 'ProviderConnect Enterprise Action Log'. Enter the desired dates in the 'From Date' and 'Through Date' fields. Enter the desired times in the 'From Time' and 'Through Time' fields. Select the desired organization in the 'Managing Organization' field. Select "PutDiagnosis" in the 'Action Name' field. Click [View Action Log]. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutDiagnosis' action that was triggered from the 'Diagnosis' form with a "Success" result. Close the report. Select "PutDiagnosisEntry" in the 'Action Name' field. Click [View Action Log]. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutDiagnosisEnry' action that was triggered from the 'Diagnosis' form with a "Success" result. Close the report and the form.	Topics • Admission • ProviderConnect Enterprise • NX • ProviderConnect Enterprise Action Log • Diagnosis
Update 4 Summary \| Details Support is added for other products and modules Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Delete Appointment Add New Appointment Scenario 1: Delete an individual appointment and validate the 'AppointmentDeleted' SDK event is raised Specific Setup: A client is enrolled in an existing episode (Client A). Client A has an existing appointment. Steps Access the 'Scheduling Calendar' form. Right click on the existing appointment and click [Delete]. Click [Yes]. Validate the 'Appointment Grid' no longer contains the appointment. Click [Dismiss]. 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. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains an "AppointmentDeleted" record. Click [Click To View Record]. Validate the 'clientID' - 'id' field contains "Client A's" Client ID. Validate the 'pertainingToClientEventID' - 'id' field contains "Client A's" episode number. Close the report and the form. Scenario 2: Create & delete a group appointment and validate the 'AppointmentCreated' and 'AppointmentDeleted' SDK events are raised for all group members Specific Setup: A group is defined with two members in the 'Group Registration' form (Group A). Steps Access the 'Scheduling Calendar' form. Right click in the 'Appointment Grid' and click [Add Appointment]. Enter the desired group service code in the 'Service Code' field. Select the desired program in the 'Program' field. Enter "Group A" in the 'Group #' field. Validate the '# Of Clients' field contains "2". Click [Submit]. Validate the 'Appointment Grid' contains the appointment for "Group A". Click [Dismiss]. Access Crystal Reports or other SQL Reporting Tool. Create a report using the 'SYSTEM.radplus_transfer_queue' table. Validate rows are displayed for each group member for the group appointment created in the previous steps. Please note: this process occurs quickly so records may have already been cleared out before viewing the report. Validate the 'process_identifier' field contains a unique identifier containing "FACILITY\|\|PATID\|\|APPT_TABLE3000\|\|APPT#\|\|Appointment\|\|C\|\|USER". Refresh the report until the records are cleared out. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Enter "AppointmentCreated" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains "AppointmentCreated" records for both clients in "Group A". Close the report and the form. Access the 'Scheduling Calendar' form. Right click on the existing appointment for "Group A" and click [Delete]. Validate a message is displayed stating: Are you sure? Click [Yes]. Validate the 'Appointment Grid' no longer contains the appointment for "Group A". Click [Dismiss]. Access Crystal Reports or other SQL Reporting Tool. Create a report using the 'SYSTEM.radplus_transfer_queue' table. Validate rows are displayed for each group member for the group appointment created in the previous steps. Please note: this process occurs quickly so records may have already been cleared out before viewing the report. Validate the 'process_identifier' field contains a unique identifier containing "FACILITY\|\|PATID\|\|APPT_TABLE3000\|\|APPT#\|\|Appointment\|\|D\|\|USER". Refresh the report until the records are cleared out. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Enter "AppointmentDeleted" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains "AppointmentDeleted" records for both clients in "Group A". Close the report and the form. Scenario 3: Create an appointment and validate the 'AppointmentCreated' SDK event is raised Specific Setup: A client must be enrolled in an existing episode (Client A). Steps Access the 'Scheduling Calendar' form. Right click on an available time slot and click [Add New Appointment]. Enter desired service code in the 'Service Code' field. Enter "Client A" in the 'Client' field. Select "Episode 1" in the 'Episode Number' field. Click [Submit] and [Dismiss]. Access the "CareFabric Monitor" form. Enter the current date in the 'From Date' field. Enter the current date in the 'Through Date' field. Enter "Client A" in the 'Client ID' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains an "AppointmentCreated" record. Click [Click To View Record]. Validate the 'clientID' - 'id' field contains "Client A's" Client ID. Validate the appointment data is populated as expected. Close the report and close the form.	Topics • Scheduling Calendar • Delete Appointment • NX
Update 5 Summary \| Details Medical Note Appointment List - Appointments marked as missed visit Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Today's E&M Appointments Scheduling Calendar - Status Update My Draft Notes Scenario 1: Validate the Individual appointment list in MedNote when updating the appointment status for an E&M appointment to a missed visit Specific Setup: User with Provider login credentials MedNote provider has a client with individual E&M appointment scheduled in 'Scheduling Calendar' form User with existing individual service code setup for Medical Note Steps Access the 'Scheduling Calendar' form. Verify the existence of the E&M appointment scheduled for the admitted practitioner. Right-Click on the existing appointment and select "Status Update". Validate the 'Scheduling Calendar - Status Update' form is displayed. Select "Yes" in the 'Missed Visit' checkbox field. Select any service code in the 'Missed Visit Service Code' dropdown field. Click [Submit]. Validate the appointment updated successfully. Navigate to the MedNote widget. Verify the existence of the "Today's E&M Appointments/Notes". Validate that the scheduled E&M appointment that are marked as missed visit aren't displayed in "Today's E&M Appointments/Notes". Click the "My Draft Notes". Validate that the scheduled E&M appointment that are marked as missed visit aren't displayed in "My Draft Notes". Medical Note - Appointment duration to pass midnight Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Note Details Finalize.CPT Selection Medical Note Today's E&M Appointments Patient Search Scenario 1: Medical Note - Service end time passes midnight - Validate the "Staff Member" list in 'Scheduling Calendar' when a user has access to other staff members calendars Specific Setup: User with existing Provider login credentials User has a staff member associated to the user in the 'User Definition' form User has "Yes" selected in the 'Allow practitioner to see other practitioner calendars' field in the 'User Definition' form A staff member must have hours defined in the 'Staff Members Hours and Exceptions' form User with existing client admitted to existing episode in Medical Note Client has an existing E&M appointment scheduled in 'Scheduling Calendar' form User with an existing service code setup that requires a CPT recommendation in Medical Note Steps Access the 'Scheduling Calendar' form. Verify the 'Appointment Grid' table is displayed. Validate the 'Staff Members' field contains both the staff member associated to the logged in user and all other staff members. Click [Dismiss]. Navigate to the Medical Note widget. Verify the existence of the "Today's E&M Appointments/Notes". Validate that the scheduled E&M appointment is displayed in "Today's E&M Appointments/Notes". Start the scheduled appointments and verify the existence of the "Facesheet" tab. Click the "Document" tab and fill out the mandatory fields on the "Document" tab. Click the "Finalize" tab and verify the existence of the "CPT Selection" field. In "CPT Selection" field, populate the "Face-to-Face Time with Patient" with a duration that will cause the appointment to go over midnight. Validate that error messages "Appointment cannot extend past midnight. Please change the start time or service duration" is displayed in the header. Validate that "Service Duration" field will not be updated when populating the "Face-to-Face Time with Patient" with a duration that will cause the appointment to go over midnight. Access the 'Scheduling Calendar' form. Verify the 'Appointment Grid' table is displayed. In the side panel, select any date or practitioner. Validate both the staff member associated to the logged in user and all other staff members are remained displayed in the 'Staff Members' field. Click [Dismiss]. Scenario 2: Add Note - Prevent end time from being saved pass the midnight Specific Setup: User with existing Provider login credentials User with existing client admitted to existing episode in Medical Note User with an existing service code setup that requires a CPT recommendation in Medical Note Steps Log into Avatar with a Provider login credentials. Select any Client and select Medical Note widget. Verify the existence of the "Facesheet" tab. Click [Add Note]. Verify the existence of the "Note Details". Populate the "Service Duration" with a duration that will cause the appointment to go over midnight. Complete the required fields in "Note Details". Click [Save]. Validate that error messages "Appointment cannot extend past midnight. Please change the start time or service duration" is displayed in the header. Dismiss the error by clicking the [X]. Populate the "Service Duration" with a duration that will not cause the appointment to go over midnight. Click [Save]. Verify no error appears. Verify the existence of the "Facesheet" tab. Scenario 3: Scheduled Appointment - Prevent end time from being saved pass the midnight Specific Setup: User with Provider login credentials User with existing client admitted to existing episode in Medical Note Client has an existing E&M appointment scheduled in 'Scheduling Calendar' form User with an existing service code setup that requires a CPT recommendation in Medical Note Steps Log into Avatar with a Provider login credentials. Select "Medical Note" widget. Verify the existence of the "Today's E&M Appointments/Notes". Validate that the scheduled E&M appointment is displayed in "Today's E&M Appointments/Notes". Start the scheduled appointment. Verify the existence of the "Note Details". Populate the "Service Duration" with a duration that will cause the appointment to go over midnight. Complete the required fields in "Note Details". Click [Save]. Validate that error messages "Appointment cannot extend past midnight. Please change the start time or service duration" is displayed in the header. Dismiss the error by clicking the [X]. Populate the "Service Duration" with a duration that will not cause the appointment to go over midnight. Click [Save]. Verify no error appears. Verify the existence of the "Facesheet" tab. Medical Note - HPI narrative Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Note Details Document.HPI E&M Appointments Finalize.Note Summary Scenario 1: Validate the saved notes match to the text inputs in "HPI" section of MedNote Specific Setup: User with Psychiatric Provider login credentials User with an existing client admitted to Medical Note User has at least 2 client "Client A" and "Client B" Steps Log into Avatar with a "Psychiatric Care" login. Select "Client A" and select Medical Note widget. Click on “Document” tab. Click on “HPI” menu. Click into “History of Present Illness” field. Populate the form with at least 32000 characters. Click [Save Draft]. Validate the saved notes match to the input characters. Switching to a different "Client B" and verify the existence of the "Facesheet" tab for "Client B". Switching back to the "Client A" and verify the existence of the "Facesheet" tab for "Client A". Click [Select Note] and select the existing Progress Note for "Client A". Verify the existence of the "Facesheet" tab for "Client A". Click the "Document" tab and Click “HPI” menu. Click into “History of Present Illness” field. Validate the saved notes match to the input characters. Click the "Finalize" tab and click [Generate Note] in "Note Summary". Validate the populated text file is displayed with the input characters in "History of Present Illness" in Note Summary.	Topics • Scheduling Calendar • Medical Note • CPT • Add New Appointment • Progress Notes • History of Present Illness • Note Summary
Update 8 Summary \| Details Send Written Date Field from myAvatar OE to OrderConnect Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Orders This Episode Scratchpad Final Review Warning Override Home Medications Order Entry Console - Home Medications section - Final Review dialog - Pharmacy Search Order Entry Console - Home Medications section Scenario 1: As a Prescriber create an OTE order and validate the Written Date is in local time for user - send via eRx Output Steps Internal Testing Only. Scenario 2: As a Prescriber create a Home Medication order and validate the Written Date is in local time for user - send via eRx Output Steps Internal Testing Only.	Topics • Surescripts
Update 9 Summary \| Details Avatar CareFabric - 'StaffMemberUpdated' SDK events Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Practitioner Enrollment Scenario 1: Validate the 'StaffMemberUpdated' event includes 'Mobile App User Role' details for a user Specific Setup: User with a selected 'Netsmart Mobile App User Role' from the 'User Definition' form. The user is associated with a staff member on the 'User Caseload' tab of the 'User Definition' form (Staff Member A). The user is not associated with a user role(s) on the 'User Definition' tab of the 'User Definition' form Steps Access the 'Practitioner Enrollment' form for "Staff Member A". Set the 'Zip Code' field to any. Click [Submit]. Access the 'CareFabric Monitor' form. Click [Today] in the 'From Date' field. Click [Today] in the 'Through Date' field. Select 'All' from the 'Activity Direction' field. Select 'StaffMemberUpdated' from the 'Event/Action Search' field. Validate 'StaffMemberUpdated' is displayed in the 'Selected Events/Action' in the 'event/Action Search' field. Click [View Activity Log]. Verify the 'CareFabric Monitor Report' window is displayed. Validate the 'CareFabric Monitor Report' window contains a 'StaffMemberUpdate' record for the Practitioner updated in the previous steps. Click [Click to View Record]. Validate the 'roles' field displays the 'Netsmart Mobile App User Role' selected in the precondition.	Topics • Practitioner • CareFabric Monitor • CareFabric
Update 11 Summary \| Details Avatar CareFabric is enhanced to support other products and modules Scenario 1: 'Progress Notes (Group and Individual)' form - Validate the 'ProgressNoteCreated' payload Specific Setup: A client must be enrolled in an existing episode (Client A). Steps Access the 'Progress Notes (Group and Individual)' form. Enter "Client A" in the 'Select Client' field. Select any value in the 'Select Episode' field. Select "New Service" in the 'Progress Note For' field. Select any value in the 'Note Type' field. Enter any value in the 'Notes Field' field. Enter the desired practitioner in the 'Practitioner' field. Enter the current date in the 'Date Of Service' field. Enter any value in the 'Service Code' field. Select "Final" in the 'Draft/Final' field. Click [File Note]. Validate a "Progress Notes" message is displayed stating: Note Filed. Click [OK]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' field. Enter the current date in the 'Through Date' field. Enter "Client A" in the 'Client ID' field. Click [View Activity Log]. Select "ProgressNoteCreated" in the 'Activity Type' field. Click [Click to View Record]. Validate all progress note data displays as expected. Close the report and the form. Scenario 2: Validate the 'PutProgressNote' SDK action Steps Internal testing only.	Topics • Progress Notes
Update 12 Summary \| Details Assessment Tables - New Properties Added Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Flowsheet client-search-form SQL Query/Reporting assessments-historical-document Scenario 1: Flowsheet - Validate assessment data fields into the 'SYSTEM.cfa_header' tables Specific Setup: Must have access to the 'CareFabric Assessment Management' form and select any assessments in the 'Select Assessment' field that can be saved from Flowsheet. Must have access to the Flowsheet application and make sure "Sepsis Screen" and "Vital signs" assessments are published. Must have access to Crystal Reports or other SQL reporting tool. Steps In Avatar, navigate to the "Flowsheet" widget. Select any client. Select the "Vitals" tab. Navigate to "Sepsis Screen" assessment. Populate the fields. Click [Sign]. Verify the previously signed "Sepsis Screen" assessment is displayed as expected. Access Crystal Reports or other SQL Reporting Tool and run a query against "SYSTEM.cfa_sepsis_screen_header" table. Verify the newly filed sepsis screen entry is populated in the "SYSTEM.cfa_sepsis_screen_header" table. Verify the "StartDate" field is populated with the expected date value. Verify the "StartDate_Date" field is populated with the expected date value. Verify the "StartDate_Time" field is populated with the expected time value. In Avatar, navigate to the "Flowsheet" widget. Select the previous client. Select the "Vitals" tab. Navigate to "Vital Signs" assessment. Populate the fields. Click [Sign]. Verify the previously signed "Vital signs" assessment is displayed as expected. Access Crystal Reports or other SQL Reporting Tool and run a query against "SYSTEM.cfa_vital_signs_header" table. Verify the newly filed vital signs entry is populated in the "SYSTEM.cfa_vital_signs_header" table. Verify the "StartDate" field is populated with the expected date value. Verify the "StartDate_Date" field is populated with the expected date value. Verify the "StartDate_Time" field is populated with the expected time value.	Topics • Vitals • CareFabric Assessment Management • Assessment Document
Update 13 Summary \| Details ProviderConnect Enterprise - 'Cal-OMS Discharge' data Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: CSI Assessment Cal-OMS Admission Cal-OMS Annual Update Cal-OMS Discharge Cal-OMS Administrative Discharge Cal-OMS Youth/Detox Discharge CSI Admission Scenario 1: ProviderConnect Enterprise - CSI Assessment - Validate the 'PutEhrAssessment' action Specific Setup: Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y". The 'Managing Organization Definition' form must be defined for a valid managing organization. A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A). Client A's episode must be in a program that has "Yes" selected in the 'Mental Health Program (CSI)' field in the 'Program Maintenance' form. Steps Select "Client A" and access the 'CSI Assessment' form. Select the desired episode in the Pre-Display and click [OK]. Populate all required and desired fields. Click [Submit]. Access the 'ProviderConnect Enterprise Action Log'. Enter the desired dates in the 'From Date' and 'Through Date' fields. Enter the desired times in the 'From Time' and 'Through Time' fields. Select the desired organization in the 'Managing Organization' field. Select "PutEhrAssessment" in the 'Action Name' field. Click [View Action Log]. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'CSI Assessment' form with a "Success" result. Close the report and the form. Scenario 2: ProviderConnect Enterprise - Cal-OMS Admission - Validate the 'PutEhrAssessment' action Specific Setup: Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y". The 'Managing Organization Definition' form must be defined for a valid managing organization. A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A). Client A's episode must be in a program that has "Yes" selected in the 'Substance Abuse Program (Cal-OMS)' field in the 'Program Maintenance' form. Steps Select "Client A" and access the 'Cal-OMS Admission' form. Select the desired episode in the Pre-Display and click [OK]. Populate all required and desired fields. Click [Submit]. Access the 'ProviderConnect Enterprise Action Log'. Enter the desired dates in the 'From Date' and 'Through Date' fields. Enter the desired times in the 'From Time' and 'Through Time' fields. Select the desired organization in the 'Managing Organization' field. Select "PutEhrAssessment" in the 'Action Name' field. Click [View Action Log]. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'Cal-OMS Admission' form with a "Success" result. Close the report and the form. Scenario 3: ProviderConnect Enterprise - Cal-OMS Annual Update - Validate the 'PutEhrAssessment' action Specific Setup: Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y". The 'Managing Organization Definition' form must be defined for a valid managing organization. A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A). Client A's episode must be in a program that has "Yes" selected in the 'Substance Abuse Program (Cal-OMS)' field in the 'Program Maintenance' form. Client A must have a 'Cal-OMS Admission' filed. Steps Select "Client A" and access the 'Cal-OMS Annual Update' form. Select the desired episode in the Pre-Display and click [OK]. Populate all required and desired fields. Click [Submit]. Access the 'ProviderConnect Enterprise Action Log'. Enter the desired dates in the 'From Date' and 'Through Date' fields. Enter the desired times in the 'From Time' and 'Through Time' fields. Select the desired organization in the 'Managing Organization' field. Select "PutEhrAssessment" in the 'Action Name' field. Click [View Action Log]. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'Cal-OMS Annual Update' form with a "Success" result. Close the report and the form. Scenario 4: ProviderConnect Enterprise - Cal-OMS Discharge - Validate the 'PutEhrAssessment' action Specific Setup: Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y". The 'Managing Organization Definition' form must be defined for a valid managing organization. A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A). Client A's episode must be in a program that has "Yes" selected in the 'Substance Abuse Program (Cal-OMS)' field in the 'Program Maintenance' form. Client A must have a 'Cal-OMS Admission' filed. Steps Select "Client A" and access the 'Cal-OMS Discharge' form. Select the desired episode in the Pre-Display and click [OK]. Populate all required and desired fields. Click [Submit]. Access the 'ProviderConnect Enterprise Action Log'. Enter the desired dates in the 'From Date' and 'Through Date' fields. Enter the desired times in the 'From Time' and 'Through Time' fields. Select the desired organization in the 'Managing Organization' field. Select "PutEhrAssessment" in the 'Action Name' field. Click [View Action Log]. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'Cal-OMS Discharge' form with a "Success" result. Close the report and the form. Scenario 5: ProviderConnect Enterprise - Cal-OMS Administrative Discharge - Validate the 'PutEhrAssessment' action Specific Setup: Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y". The 'Managing Organization Definition' form must be defined for a valid managing organization. A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A). Client A's episode must be in a program that has "Yes" selected in the 'Substance Abuse Program (Cal-OMS)' field in the 'Program Maintenance' form. Client A must have a 'Cal-OMS Admission' filed. Steps Select "Client A" and access the 'Cal-OMS Administrative Discharge' form. Select the desired episode in the Pre-Display and click [OK]. Populate all required and desired fields. Click [Submit]. Access the 'ProviderConnect Enterprise Action Log'. Enter the desired dates in the 'From Date' and 'Through Date' fields. Enter the desired times in the 'From Time' and 'Through Time' fields. Select the desired organization in the 'Managing Organization' field. Select "PutEhrAssessment" in the 'Action Name' field. Click [View Action Log]. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'Cal-OMS Administrative Discharge' form with a "Success" result. Close the report and the form. Scenario 6: ProviderConnect Enterprise - Cal-OMS Youth/Detox Discharge - Validate the 'PutEhrAssessment' action Specific Setup: Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y". The 'Managing Organization Definition' form must be defined for a valid managing organization. A female client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A). Client A's episode must be in a program that has "Yes" selected in the 'Substance Abuse Program (Cal-OMS)' field in the 'Program Maintenance' form. Client A must be a youth and have a 'Cal-OMS Admission' filed. Steps Select "Client A" and access the 'Cal-OMS Youth/Detox Discharge' form. Select the desired episode in the Pre-Display and click [OK]. Populate all required and desired fields. Select the desired value in the 'Pregnant At Any Time During Treatment' field. Click [Submit]. Access the 'ProviderConnect Enterprise Action Log'. Enter the desired dates in the 'From Date' and 'Through Date' fields. Enter the desired times in the 'From Time' and 'Through Time' fields. Select the desired organization in the 'Managing Organization' field. Select "PutEhrAssessment" in the 'Action Name' field. Click [View Action Log]. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'Cal-OMS Youth/Detox Discharge' form with a "Success" result. Close the report and the form. Scenario 7: ProviderConnect Enterprise - CSI Admission - Validate the 'PutEhrAssessment' action Specific Setup: Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y". The 'Managing Organization Definition' form must be defined for a valid managing organization. A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A). Client A's episode must be in a program that has "Yes" selected in the 'Mental Health Program (CSI)' field in the 'Program Maintenance' form. Steps Select "Client A" and access the 'CSI Admission' form. Select the desired episode in the Pre-Display and click [OK]. Populate all required and desired fields. Click [Submit]. Access the 'ProviderConnect Enterprise Action Log'. Enter the desired dates in the 'From Date' and 'Through Date' fields. Enter the desired times in the 'From Time' and 'Through Time' fields. Select the desired organization in the 'Managing Organization' field. Select "PutEhrAssessment" in the 'Action Name' field. Click [View Action Log]. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'CSI Admission' form with a "Success" result. Close the report and the form. ProviderConnect Enterprise - 'Women's Health History' data Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Women's Health History Scenario 1: ProviderConnect Enterprise - Women's Health History - Validate the 'PutPregnancy' action Specific Setup: The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y". The 'Managing Organization Definition' form must be defined for a valid managing organization. A female client must be enrolled in an existing episode that is mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A). Steps Access the 'Women's Health History' form. Select "Add" in the 'Add, Edit, or Delete a Record' field. Enter "Client A" in the 'Client ID' field. Select the episode mapped to the managing organization in the 'Episode Number' field. Enter the desired date in the 'Assessment Date' field. Enter the desired date in the 'Pregnancy Start Date' field. Enter the desired date in the 'Pregnancy End Date' field. Click [Submit]. Validate a "Form Return" message is displayed stating: Submitting has completed. Do you wish to return to form? Click [No]. Access the 'ProviderConnect Enterprise Action Log' form. Enter the desired dates in the 'From Date' and 'Through Date' fields. Enter the desired times in the 'From Time' and 'Through Time' fields. Select the desired organization in the 'Managing Organization' field. Select "PutPregnancy" in the 'Action Name' field. Click [View Action Log]. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutPregnancy' action that was triggered from the 'Women's Health History' form with a "Success" result. Close the report and the form.	Topics • CSI Assessment • ProviderConnect Enterprise • Cal-OMS • Csi Admission • Pregnancy
Update 14 Summary \| Details Medical Note - Vital Sign Ranges Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: SQL Query/Reporting Scenario 1: Validate the 'ListValueSets' SDK action Specific Setup: User with existing Provider login credentials User with access to 'CWS Vital Signs Setup' form User with multiple different vital signs added and at least one has multiple ranges in 'CWS Vital Signs Setup' form User with access to Crystal Reports or any other SQL reporting tool Steps Login to Avatar as a Provider. Select any Client and select the MedNote widget. Verify the existence of the "Facesheet" tab for the selected client. Access Crystal Reports or other SQL Reporting Tool. Create a report using the 'cw_vital_sign_setup' table. Validate a row is displayed for the updated vital sign. Validate the 'age_range_value' field contains the Age Range. Validate the 'normal_range_high' field contains the Normal Range High Value for the updated vital sign. Validate the 'normal_range_low' field contains the Normal Range Low Value for the updated vital sign. Validate the 'sex_value' field contains the Sex Value for the updated vital sign. Validate the 'vital_sign__value' field contains the Vital Sign Value for the updated vital sign. Medical Note - Recent Order Actions Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: SQL Query/Reporting Scenario 1: Validate the 'SearchOrderByLastAction' SDK action Specific Setup: User with existing Provider login credentials User with an existing practitioner enrolled in 'Practitioner Enrollment' form User with existing client admitted to Medical Note User with access to 'Order Entry User Definition' form The 'Order Entry User Definition' form has the MedNote Provider selected in the 'Select Order Entry User' field The 'Order Entry User Definition' form has the Order Types selected in the 'Order Types Require Validation' field Client with existing orders that have been entered and validated in Orders console in the last 7 days User with access to Crystal Reports or any other SQL reporting tool Steps Login to Avatar as a Provider. Select any client and select the MedNote widget. Verify the existence of the "Facesheet" tab. Click [Recent Order Actions] link. Click [Refresh]. Verify the existence of the recent order for the selected client. Access Crystal Reports or other SQL Reporting Tool. Create a report using the 'OrderEntry.history_client_order' table. Validate a row is displayed for the recent order history for the selected client. Validate the 'PATID' field contains the Client ID. Validate the 'last_action_date' field contains the Date for the updated order. Validate the 'Order_Description' field contains the Order Description. Validate the 'ORDuniqueid' field contains the Order ID. Validate the 'ID' field contains the Client ID and Order ID. Validate the 'Iast_action_taken_code' field contains the action code "V". Validate the 'Iast_action_taken_value' field contains the action value "Validate". Validate the 'Iast_action_val_code' field contains the Last Action Code. Validate the 'Iast_action_val_value' field contains the Last Action Value. Close the report.	Topics • Vitals • Medical Note • Order Entry Console
Update 16 Summary \| Details MedNote Integration - "Place of Service" CPT Recommendation Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Dictionary Update (PM) Note Details Finalize Finalize.CPT Selection Scenario 1: Schedule a MedNote appointment with a TeleHealth Private location and validate the "Service Setting" in CPT reccomendation Specific Setup: User with existing Provider login credentials A service program must be associated with the defended "Telehealth Provided in Patient’s Home" location in 'Program Maintenance' form A client is enrolled in an existing episode Client has an existing appointment scheduled in the 'Scheduling Calendar' form with a service code assigned to the group code that requires a CPT recommendation "Appointment A" User with access to 'Dictionary Update' form A location with "Place Of Service (837 Professional)" or "Place Of Service (HCFA 24-B)" extended attributes set to "(10) Telehealth Provided in Patient’s Home" A location must be defined as "(10) Telehealth Provided in Patient’s Home" in 'Dictionary Update' form Steps Access the 'Dictionary Update' form. Select "Client" in the 'File' field. Select "Data Element Number" in the 'Data Element' field. Select "(10006) Location" in the 'Data Element' field. Set 'Dictionary Code' to any code. Set 'Dictionary Value' to any value. Select "Place Of Service (837 Professional)" or "(578) Place Of Service (HCFA 24-B)" from the 'Extended Dictionary Data Element' dropdown field. Select "(10) Telehealth Provided in Patient’s Home" from the 'Extended Dictionary Value (Single Dictionary)' dropdown field. Click [Apply Changes]. Validate an 'Information' message is displayed stating: Filed! Click [OK]. Click the 'Print Dictionary' tab. Select "Client" in the 'File' field. Select "Individual Data Element" in the 'Individual or All Data Elements' field. Select "Data Element Number" in the 'Data Element' field. Select "(10006) Location" in the 'Data Element' field. Click [Print Dictionary]. Validate that user is able to add location with "Place Of Service (837 Professional)" or "Place Of Service (HCFA 24-B)" extended attributes set to "(10) Telehealth Provided in Patient’s Home". Validate that the additional location codes and values are displayed for '(10006) Location' dictionary. Close the form. Login to Avatar as a Provider. Select the MedNote widget. Verify the existence of the "Today's E&M Appointments/Notes". Start "Appointment A". Verify the existence of the "Facesheet" tab. Click the "Document" tab and fill the mandatory fields. Click "Finalize" tab and verify the existence of "CPT Selection" in the "Finalize" tab. Verify the 'Service Setting' appears as the "Office" in the CPT recommendation window.	Topics • CPT • Dictionary • Medical Note
Update 17 Summary \| Details CarePOV Management - Electronic Visit Verification - 'Required Sections' field Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: CarePOV Management Admission Diagnosis Financial Eligibility Scenario 1: CarePOV Management - 'Electronic Visit Verification' section 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: EVV - Validate the 'SendTelephonyPatient' action when no selections are made in the 'Required Sections' field Specific Setup: myAvatar must be configured for Electronic Visit Verification. myAvatar must be configured to integrate with Celltrak and vice versa. The 'CarePOV Management' - 'Electronic Visit Verification' form must be completed and submitted, including the 'Medicaid Provider ID' field, and the 'Guarantor' and 'Payer ID' fields in the 'Payor Program ID' table. 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. A service code is 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 the program being used (Service Code A, Program A). "Yes" is selected in the following fields for the 'SendTelephonyPatient' action: '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 can be done by a Netsmart Associate. Steps Access the 'CarePOV Management' form. Select the "Electronic Visit Verification" section. Uncheck "SendTelephonyPatient - PrimaryDiagnosis" in the 'Required Sections' field. Please note: when unchecked, a primary diagnosis will not be required to trigger the 'SendTelephonyPatient' action for a client enrolled in an EVV program. Uncheck "SendTelephonyPatient - PayerProgram" in the 'Required Sections' field. Please note: when unchecked, the payer program will not be required to trigger the 'SendTelephonyPatient' action for a client enrolled in an EVV program. Uncheck "SendTelephonyPatient - PayerID" in the 'Required Sections' field. Please note: when unchecked, a payer ID will not be required to trigger the 'SendTelephonyPatient' action for a client enrolled in an EVV program. Click [Submit]. Access the 'Admission' form. 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 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 'Date Of Birth' field. Enter the desired value in the 'Social Security Number' field. Select the "Demographics" section. Enter the desired value in the 'Address - Street' field. Enter the desired value in the 'Zipcode' field. Enter the desired value in the 'Home Phone' field. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select the new client admitted in the previous steps in the 'Client ID' field. Select "SendTelephonyPatient" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains a "SendTelephonyPatient" record for the client admitted in the previous steps. Click [Click To View Record]. Validate the data filed in the previous steps is displayed. Close the report and the form. Scenario 3: EVV - Validate the 'SendTelephonyPatient' action when all selections are made in the 'Required Sections' field Specific Setup: myAvatar must be configured for Electronic Visit Verification. myAvatar must be configured to integrate with Celltrak and vice versa. The 'CarePOV Management' - 'Electronic Visit Verification' form must be completed and submitted, including the 'Medicaid Provider ID' field, and the 'Guarantor' and 'Payer ID' fields in the 'Payor Program ID' table. 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. A service code is 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 the program being used (Service Code A, Program A). "Yes" is selected in the following fields for the 'SendTelephonyPatient' action: '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 can be done by a Netsmart Associate. Steps Access the 'CarePOV Management' form. Select the "Electronic Visit Verification" section. Check "SendTelephonyPatient - PrimaryDiagnosis" in the 'Required Sections' field. Please note: when checked, a primary diagnosis will be required to trigger the 'SendTelephonyPatient' action for a client enrolled in an EVV program. Check "SendTelephonyPatient - PayerProgram" in the 'Required Sections' field. Please note: when checked, the payer program will be required to trigger the 'SendTelephonyPatient' action for a client enrolled in an EVV program. Check "SendTelephonyPatient - PayerID" in the 'Required Sections' field. Please note: when checked, a payer ID will be required to trigger the 'SendTelephonyPatient' action for a client enrolled in an EVV program. Validate the 'Payor Program ID' table is populated for all fields: 'Guarantor', 'Payer ID', 'Payer Program'. Validate the 'Guarantor' field contains all guarantors regardless of financial class. Take note of the guarantor definition in the 'Payor Program ID' table (Guarantor A). Click [Submit]. Access the 'Admission' form. 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 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 'Date Of Birth' field. Enter the desired value in the 'Social Security Number' field. Select the "Demographics" section. Enter the desired value in the 'Address - Street' field. Enter the desired value in the 'Zipcode' field. Enter the desired value in the 'Home Phone' field. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select the new client admitted in the previous steps in the 'Client ID' field. Select "SendTelephonyPatient" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains "No Data Found For Report". Close the report and the form. Select the new client and access the 'Diagnosis' form. Select "Admission" in the 'Type of Diagnosis' field. Enter the desired time in the 'Time Of Diagnosis' field. Click [New Row]. Select the desired value in the 'Diagnosis Search' field. Select the desired practitioner in the 'Diagnosing Practitioner' field. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select the new client admitted in the previous steps in the 'Client ID' field. Select "SendTelephonyPatient" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains "No Data Found For Report". Close the report and the form. Select the new client and access the 'Financial Eligibility' form. Select the "Guarantor Selection" section. Select "Guarantor A" in the 'Guarantor #' field. Select the desired value 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. Enter the desired value in the 'Subscriber Policy #' field. Enter the desired value in the 'Subscriber Medicaid #' field. Select "Yes" in the 'Subscriber Assignment Of Benefits' field. Select "Yes" in the 'Subscriber Release Of Info' field. Select the "Financial Eligibility" section. Select "Guarantor A" in the 'Guarantor #1' field. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select the new client admitted in the previous steps in the 'Client ID' field. Select "SendTelephonyPatient" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains a "SendTelephonyPatient" record. Click [Click To View Record]. Validate the data filed in the previous steps is displayed. Close the report and the form. CarePOV Management - 'Payor Program ID' grid Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: CarePOV Management Admission Diagnosis Financial Eligibility Scenario 1: CarePOV Management - 'Electronic Visit Verification' section 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: EVV - Validate the 'SendTelephonyPatient' action when all selections are made in the 'Required Sections' field Specific Setup: myAvatar must be configured for Electronic Visit Verification. myAvatar must be configured to integrate with Celltrak and vice versa. The 'CarePOV Management' - 'Electronic Visit Verification' form must be completed and submitted, including the 'Medicaid Provider ID' field, and the 'Guarantor' and 'Payer ID' fields in the 'Payor Program ID' table. 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. A service code is 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 the program being used (Service Code A, Program A). "Yes" is selected in the following fields for the 'SendTelephonyPatient' action: '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 can be done by a Netsmart Associate. Steps Access the 'CarePOV Management' form. Select the "Electronic Visit Verification" section. Check "SendTelephonyPatient - PrimaryDiagnosis" in the 'Required Sections' field. Please note: when checked, a primary diagnosis will be required to trigger the 'SendTelephonyPatient' action for a client enrolled in an EVV program. Check "SendTelephonyPatient - PayerProgram" in the 'Required Sections' field. Please note: when checked, the payer program will be required to trigger the 'SendTelephonyPatient' action for a client enrolled in an EVV program. Check "SendTelephonyPatient - PayerID" in the 'Required Sections' field. Please note: when checked, a payer ID will be required to trigger the 'SendTelephonyPatient' action for a client enrolled in an EVV program. Validate the 'Payor Program ID' table is populated for all fields: 'Guarantor', 'Payer ID', 'Payer Program'. Validate the 'Guarantor' field contains all guarantors regardless of financial class. Take note of the guarantor definition in the 'Payor Program ID' table (Guarantor A). Click [Submit]. Access the 'Admission' form. 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 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 'Date Of Birth' field. Enter the desired value in the 'Social Security Number' field. Select the "Demographics" section. Enter the desired value in the 'Address - Street' field. Enter the desired value in the 'Zipcode' field. Enter the desired value in the 'Home Phone' field. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select the new client admitted in the previous steps in the 'Client ID' field. Select "SendTelephonyPatient" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains "No Data Found For Report". Close the report and the form. Select the new client and access the 'Diagnosis' form. Select "Admission" in the 'Type of Diagnosis' field. Enter the desired time in the 'Time Of Diagnosis' field. Click [New Row]. Select the desired value in the 'Diagnosis Search' field. Select the desired practitioner in the 'Diagnosing Practitioner' field. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select the new client admitted in the previous steps in the 'Client ID' field. Select "SendTelephonyPatient" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains "No Data Found For Report". Close the report and the form. Select the new client and access the 'Financial Eligibility' form. Select the "Guarantor Selection" section. Select "Guarantor A" in the 'Guarantor #' field. Select the desired value 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. Enter the desired value in the 'Subscriber Policy #' field. Enter the desired value in the 'Subscriber Medicaid #' field. Select "Yes" in the 'Subscriber Assignment Of Benefits' field. Select "Yes" in the 'Subscriber Release Of Info' field. Select the "Financial Eligibility" section. Select "Guarantor A" in the 'Guarantor #1' field. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select the new client admitted in the previous steps in the 'Client ID' field. Select "SendTelephonyPatient" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains a "SendTelephonyPatient" record. Click [Click To View Record]. Validate the data filed in the previous steps is displayed. 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 File Import Scenario 1: CarePOV Management - 'Electronic Visit Verification' section 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: EVV - File Import - 'CarePOV Management - Progress Notes Form Mapping' import 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. 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 the program being used (Service Code A, Program A). A comma delimited text document for 'CarePOV Management - Progress Notes Form Mapping' must be ready for import in the 'File Import' form. It must be in the following format: "Service Code", "Program", "Progress Notes Form". Please note: Service code & Progress Notes form are required, Program is not. (File A) Steps Access the 'File Import' form. Select "[Avatar CareFabric] CarePOV Management - Progress Notes Form Mapping" in the 'File Type' field. Select "Upload New File" in the 'Action' field. Click [Process Action]. Navigate to "File A" and select it. Select "Compile in the 'Action' field. Select "File A" in the 'File(s)' field. Click [Process Action]. Validate a message is displayed stating: Compiled. Click [OK]. Select "Print File" in the 'Action' field. Select "File A" in the 'File(s)' field. Click [Process Action]. Validate the report contains the contents of "File A". Close the report. Select "Post File" in the 'Action' field. Select "File A" in the 'File(s)' field. Click [Process Action]. Validate a message is displayed stating: Posted. Click [OK] and close the form. Access the 'CarePOV Management' form. Select the "Electronic Visit Verification" section. Validate the 'Progress Notes Form Mapping' grid contains the mappings imported in "File A". Close the form. Electronic Visit Verification - 'SendTelephonyResource' SDK action Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: CarePOV Management Practitioner Enrollment Scenario 1: CarePOV Management - 'Electronic Visit Verification' section 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: EVV - Validate the 'SendTelephonyResource' action Specific Setup: myAvatar must be configured for Electronic Visit Verification. myAvatar must be configured to integrate with Celltrak and vice versa. A practitioner must be defined (Practitioner A) and associated to a user (User A). Practitioner A must have a social security number filed in the 'Practitioner Information (Confidential)' form. User A must have an email filed in the 'Organization Email Address' field in the "Supplemental" section of the 'User Definition' form. "Office" is selected in the 'Provider Address To Be Sent' field in the 'Electronic Visit Verification' section of the 'CarePOV Management' form. The data element "Staff File" file - "(75) Discipline" data element must have multiple disciplines with the "EVV Discipline Abbreviation" extended dictionary defined. For example: the "Medical Doctor" discipline has the extended dictionary value of MD defined and the "Psychology" discipline has the extended dictionary value of PSYC defined. "Yes" is selected in the following fields for the 'SendTelephonyResource' action: '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 Associate. Steps Select "Practitioner A" and access the 'Practitioner Enrollment' form. 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 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 'Staff EVV ID' field. Enter the desired value in the 'Office Location ID' field. Select the "Categories/Taxonomy" section. Select the existing row for "Practitioner A" in the 'Category/Taxonomy' field. Enter yesterday's date in the 'End Date' field. Click [Add Practitioner Categories]. Validate an "Information" message is displayed stating: Saved. Please note: the changes will take effect when you submit the form. Click [OK]. Select "Create New" in the 'Category/Taxonomy' field. Enter the current date in the 'Effective Date' field. Select the desired value (ex. Medical Doctor) in the 'Practitioner Category' field. Select "Medical Doctor" and "Psychology" in the 'Discipline'. Please note: any disciplines can be selected that have the 'EVV Discipline Abbreviation' extended dictionary defined. Select desired value(s) in the 'Practitioner Categories For Coverage' field. Click [Add Practitioner Categories]. Validate an "Information" message is displayed stating: Saved. Please note: The changes will take effect when you submit the form. Click [OK] and [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select "SendTelephonyResource" in the 'Events/Actions Search' field. Click [View Activity Log]. Select "SendTelephonyResource" in the 'CareFabric Monitor Report'. Click [Click to View Record]. Validate the 'addresses' - 'city' field contains the office city. Validate the 'addresses' - 'stateCode' field contains the office state. Validate the 'addresses' - 'street1' field contains the office street address. Validate the 'addresses' - 'typeCode' - 'code' field contains "O". Validate the 'addresses' - 'typeCode' - 'displayName' field contains "Office". Validate the 'addresses' - 'zipCode' field contains the office zip code. Validate the 'disciplines' field contains "MD","PSYC". Please note: this field will populate all of the values defined in the 'EVV Discipline Abbreviation' extended dictionary that are selected for the practitioner. Validate the 'locationIDs' field contains the 'Office Location ID'. Validate the 'ssn' field contains "Practitioner A's" social security number (ex. 987-65-1244). Validate the 'staffEmail' - 'address' field contains "Practitioner A's" email. Validate the 'staffEvvID' field contains the 'Staff EVV ID'. Close the report and the form. Scenario 3: EVV - Validate the 'SendTelephonyResource' action payload is populated according to the value defined in the 'Provider Address To Be Sent' field Specific Setup: myAvatar must be configured for Electronic Visit Verification. myAvatar must be configured to integrate with Celltrak and vice versa. A practitioner must be defined (Practitioner A). "Yes" is selected in the following fields for the 'SendTelephonyResource' action: '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 Associate. Steps Access the 'CarePOV Managment' form. Select the "Electronic Visit Verification" section. Select "Office" in the 'Provider Address To Be Sent' field. Click [Submit]. 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 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. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select "SendTelephonyResource" in the 'Events/Actions Search' field. Click [View Activity Log]. Select "SendTelephonyResource" in the 'CareFabric Monitor Report'. Click [Click to View Record]. Validate the 'addresses' - 'city' field contains the office city. Validate the 'addresses' - 'stateCode' field contains the office state. Validate the 'addresses' - 'street1' field contains the office street address. Validate the 'addresses' - 'typeCode' - 'code' field contains "O". Validate the 'addresses' - 'typeCode' - 'displayName' field contains "Office". Validate the 'addresses' - 'zipCode' field contains the office zip code. Close the report and the form. Access the 'CarePOV Managment' form. Select the "Electronic Visit Verification" section. De-select "Office" in the 'Provider Address To Be Sent' field. Select "Home" in the 'Provider Address To Be Sent' field. Click [Submit]. Access the 'Practitioner Enrollment' form for "Practitioner A". Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select "SendTelephonyResource" in the 'Events/Actions Search' field. Click [View Activity Log]. Select "SendTelephonyResource" in the 'CareFabric Monitor Report'. Click [Click to View Record]. Validate the 'addresses' - 'city' field contains the home city. Validate the 'addresses' - 'stateCode' field contains the home state. Validate the 'addresses' - 'street1' field contains the home street address. Validate the 'addresses' - 'typeCode' - 'code' field contains "H". Validate the 'addresses' - 'typeCode' - 'displayName' field contains "Home". Validate the 'addresses' - 'zipCode' field contains the home zip code. Close the report and the form.	Topics • CarePOV Management • Electronic Visit Verification • Admission • Diagnosis • Financial Eligibility • Practitioner
Update 21 Summary \| Details ProviderConnect Enterprise - 'Delete ProviderConnect Enterprise Client Mapping' form Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Admission Delete ProviderConnect Enterprise Client Mapping Scenario 1: Admission - "ProviderConnect Enterprise" section Specific Setup: The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y". The 'Managing Organization Definition' form must be configured for a valid managing organization. A client must exist in the configured managing organization's system. A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A). Steps Access the 'Admission' form. Verify the 'Select Client' dialog is displayed. Enter the last name of the client that exists in the managing organization's system in the 'Last Name' field. Enter the first name of the client that exists in the managing organization's system in the 'First Name' field. Enter the sex of the client that exists in the managing organization's system in the 'Sex' field. Click [Search]. Validate a "Search Results" message is displayed stating: No matches found. Click [OK] and [New Client]. Validate a "Client" message is displayed stating: Auto Assign Next ID Number? Click [Yes]. Enter the desired date in the 'Preadmit/Admission Date' field. Enter the desired time in the 'Preadmit/Admission Time' field. Select any program that is selected in the 'Associated Admission Programs' field in the 'Managing Organization Definition' form in the 'Program' field. Select the desired value in the 'Type Of Admission' field. Select "Practitioner A" in the 'Admitting Practitioner' field. Select the "ProviderConnect Enterprise Identifiers" section. Click [Add New Item]. Select the defined managing organization in the 'External Organization' field. Click [Search]. Select the matching client record in the 'Select Matching Client Record' dialog. Click [OK]. Validate the 'External ID' field is disabled contains the client ID for the client in the managing organization's system. Click [Update Demographics]. Validate an "Information" message is displayed stating: Client Demographics Information Updated. Click [OK]. Select the "Demographics" section. Validate demographic fields have been updated to match the managing organization's record. Click [Submit]. Select the client admitted in the previous steps and access the 'Admission' form. Select the "ProviderConnect Enterprise Identifiers" section. Select the mapping filed in the previous steps and click [Edit Selected Item]. Validate the 'External Organization' field is disabled. Validate the 'External ID' field is disabled. Validate the 'Search' button is disabled. Click [Delete Selected Item]. Validate an "Error" message is displayed stating: This mapping has already been created and cannot be deleted here. Please use the 'Delete ProviderConnect Enterprise Client Mapping' form to remove existing mappings. Click [OK] and close the form. Access Crystal Reports or other SQL Reporting Tool. Select the PM namespace. Create a report using the 'SYSTEM.pce_client_mapping' table. Validate a row is displayed for the client mapping created in the previous steps. Validate the 'ID' field contains a unique identifier (ex. 1\|\|3\|\|1). Validate the 'FACILITY' field contains the facility (ex. 1). Validate the 'external_PATID' field contains the ID of the client in the managing organization (ex. 16). Validate the 'local_PATID' field contains the ID of the client (ex. 3). Validate the 'managing_organization_ID' field contains the ID of the managing organization the client is mapped to (ex. 1). Close the report. Scenario 2: ProviderConnect Enterprise- Validate the 'PutProgramAdmission' action Specific Setup: The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y". The 'Managing Organization Definition' form must be configured for a valid managing organization. A client must exist in the configured managing organization's system with a DOB and SSN on file (Client A). A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A). Steps Access the 'Admission' form. Verify the 'Select Client' dialog is displayed. Enter the last name of the client that exists in the managing organization's system in the 'Last Name' field. Enter the first name of the client that exists in the managing organization's system in the 'First Name' field. Enter the sex of the client that exists in the managing organization's system in the 'Sex' field. Click [Search]. Validate a "Search Results" message is displayed stating: No matches found. Click [OK] and [New Client]. Validate a "Client" message is displayed stating: Auto Assign Next ID Number? Click [Yes]. Enter the desired date in the 'Preadmit/Admission Date' field. Enter the desired time in the 'Preadmit/Admission Time' field. Select any program that is selected in the 'Associated Admission Programs' field in the 'Managing Organization Definition' form in the 'Program' field. Enter "Client A's" date of birth in the 'Date Of Birth' field. Enter "Client A's" social security number in the 'Social Security Number' field. Select the desired value in the 'Type Of Admission' field. Select desired value in the 'Source Of Admission' field. Enter "Practitioner A" in the 'Admitting Practitioner' field. Select the "ProviderConnect Enterprise Identifiers" section. Click [Add New Item]. Select the defined managing organization in the 'External Organization' field. Click [Search]. Select the matching client record in the 'Select Matching Client Record' dialog. Click [OK]. Validate the 'External ID' field contains the client ID for the client in the managing organization's system. Click [Update Demographics]. Validate an "Information" message is displayed stating: Client Demographics Information Updated. Click [OK]. Select the "Demographics" section. Validate demographic fields have been updated to match the managing organizations record. Click [Submit]. Access the 'ProviderConnect Enterprise Action Log'. Enter the desired date in the 'From Date' and 'Through Date' fields. Enter the desired time in the 'From Time' and 'Through Time' fields. Select the desired organization in the 'Managing Organization' field. Select "PutProgramAdmission" in the 'Action Name' field. Click [View Action Log]. Verify the 'ProviderConnect Enterprise Action Log' Report is displayed. Validate the 'ProviderConnect Enterprise Action Log' Report contains a row for the 'PutProgramAdmission' action that was triggered from the 'Admission' form with a result of "Success". Close the report and the form. Scenario 3: Delete ProviderConnect Enterprise Client Mapping - Delete a client mapping Specific Setup: The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y". The 'Managing Organization Definition' form must be configured for valid managing organizations. A client must exist in the configured managing organization's system. A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A). Steps Access the 'Admission' form. Verify the 'Select Client' dialog is displayed. Enter the last name of the client that exists in the managing organization's system in the 'Last Name' field. Enter the first name of the client that exists in the managing organization's system in the 'First Name' field. Enter the sex of the client that exists in the managing organization's system in the 'Sex' field. Click [Search]. Validate a "Search Results" message is displayed stating: No matches found. Click [OK] and [New Client]. Validate a "Client" message is displayed stating: Auto Assign Next ID Number? Click [Yes]. Enter the desired date in the 'Preadmit/Admission Date' field. Enter the desired time in the 'Preadmit/Admission Time' field. Select any program that is selected in the 'Associated Admission Programs' field in the 'Managing Organization Definition' form in the 'Program' field. Select the desired value in the 'Type Of Admission' field. Select "Practitioner A" in the 'Admitting Practitioner' field. Select the "ProviderConnect Enterprise Identifiers" section. Click [Add New Item]. Select the defined managing organization in the 'External Organization' field. Click [Search]. Select the matching client record in the 'Select Matching Client Record' dialog. Click [OK]. Validate the 'External ID' field is disabled contains the client ID for the client in the managing organization's system. Click [Update Demographics]. Validate an "Information" message is displayed stating: Client Demographics Information Updated. Click [OK]. Select the "Demographics" section. Validate demographic fields have been updated to match the managing organization's record. Click [Submit]. Access Crystal Reports or other SQL Reporting Tool. Create a report using the 'SYSTEM.pce_client_mapping' table. Validate a row is displayed for the client mapping created in the previous steps. Validate the 'ID' field contains a unique identifier (ex. 1\|\|3\|\|1). Validate the 'FACILITY' field contains the facility (ex. 1). Validate the 'external_PATID' field contains the ID of the client in the managing organization (ex. 16). Validate the 'local_PATID' field contains the ID of the client (ex. 3). Validate the 'managing_organization_ID' field contains the ID of the managing organization the client is mapped to (ex. 1). Access the 'Delete ProviderConnect Enterprise Client Mapping' form. Select the client admitted in the previous steps in the 'Client' field. Select a managing organization that the client is not mapped to in the 'Managing Organization' field. Validate a message is displayed stating: No external mapping exists. Click [OK]. Select the managing organization that the client is mapped to in the 'Managing Organization' field. Validate the 'External ID' field is disabled and contains the client's external ID. Click [Delete Mapping]. Validate a message is displayed stating: Are you sure you wish to continue? Deleting this mapping cannot be undone. Re-mapping this client at a later time will send new data records to the appropriate managing organization, which may result in duplicate episodes and records if that organization has not cleared its records. Click [OK]. Validate the 'External ID' field no longer contains a value. Close the form. Select the client admitted in the previous steps and access the 'Admission' form. Select the "ProviderConnect Enterprise Identifiers" section. Validate the 'ProviderConnect Enterprise Client Mapping' grid no longer contains the client mapping. Close the form. Access Crystal Reports or other SQL Reporting Tool. Refresh the report using the 'SYSTEM.pce_client_mapping' table. Validate the row for the client mapping is no longer displayed. Close the report.	Topics • Admission • ProviderConnect Enterprise
Update 22.1 Summary \| Details Avatar CareFabric - Support for time zones Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Registry Settings (PM) Flowsheet client-search-form SQL Query/Reporting Task List NX POV Facesheet.Vitals Scenario 1: Flowsheet "Vital Signs" - Validate the 'Time Zone Offset' registry setting when set to "-1" Specific Setup: Must have access to the Flowsheet application and have "Vital Signs" assessments published. Must have access to Crystal Reports or other SQL Reporting tool. Steps Access the 'Registry Settings' form. Enter "Time Zone Offset" in the 'Select Registry Setting' field. Click [View Registry Settings]. Select "Time Zone Offset" and click [OK]. Validate the 'Registry Setting Details' field contains: "Define the time zone offset for a facility in hours as a positive or negative integer." Enter time zone offset value "-1" in the 'Registry Setting Value' field. Click [Submit] and close the form. Access the 'Flowsheet' widget. Select any client. Click "Vitals" collections tab. Navigate to the 'Vital Signs' assessment Populate the fields. Click [Sign]. Verify the previously signed "Vital signs" assessment is displayed as expected in the historical column. Access the Crystal Reports or other SQL Reporting Tool. Create a report using the 'SYSTEM.cw_vital_signs' table. Validate a row is displayed for the recent vitals signs for the above client. Validate the 'PATID' field contains the clientID of the above client. Validate the 'Admin_time_actual_h' field contains the Time as set by the time zone offset value in the registry settings for the updated vital signs. Validate the 'Admin_date_actual' field contains the Date for the updated vital signs. Close the report. Scenario 2: Flowsheet "Vital Signs" - Validate the 'Time Zone Offset' registry setting when set to "1" Specific Setup: Must have access to the Flowsheet application and have "Vital Signs" assessments published. Must have access to Crystal Reports or other SQL Reporting tool. Steps Access the 'Registry Settings' form. Enter "Time Zone Offset" in the 'Select Registry Setting' field. Click [View Registry Settings]. Select "Time Zone Offset" and click [OK]. Validate the 'Registry Setting Details' field contains: "Define the time zone offset for a facility in hours as a positive or negative integer." Enter time zone offset value "1" in the 'Registry Setting Value' field. Click [Submit] and close the form. Access the 'Flowsheet' widget. Select any client. Click "Vitals" collections tab. Navigate to the 'Vital Signs' assessment. Populate the fields. Click [Sign]. Verify the previously signed "Vital signs" assessment is displayed as expected in the historical column. Access the Crystal Reports or other SQL Reporting Tool. Create a report using the 'SYSTEM.cw_vital_signs' table. Validate a row is displayed for the recent vitals signs for the above client. Validate the 'PATID' field contains the clientID of the above client. Validate the 'Admin_time_actual_h' field contains the Time as set by the time zone offset value in the registry settings for the updated vital signs. Validate the 'Admin_date_actual' field contains the Date for the updated vital signs. Close the report. Scenario 3: Flowsheet "Vital Signs" - Validate the 'Time Zone Offset' registry setting when set to "0" Specific Setup: Must have access to the Flowsheet application and have "Vital Signs" assessments published. Must have access to Crystal Reports or other SQL Reporting tool. Steps Access the 'Registry Settings' form. Enter "Time Zone Offset" in the 'Select Registry Setting' field. Click [View Registry Settings]. Select "Time Zone Offset" and click [OK]. Validate the 'Registry Setting Details' field contains: "Define the time zone offset for a facility in hours as a positive or negative integer." Enter time zone offset value "0" in the 'Registry Setting Value' field. Click [Submit] and close the form. Access the 'Flowsheet' widget. Select any client. Click "Vitals" collections tab. Navigate to the 'Vital Signs' assessment. Populate the fields. Click [Sign]. Verify the previously signed "Vital signs" assessment is displayed as expected in the historical column. Access the Crystal Reports or other SQL Reporting Tool. Create a report using the 'SYSTEM.cw_vital_signs' table. Validate a row is displayed for the recent vitals signs for the above client. Validate the 'PATID' field contains the clientID of the above client. Validate the 'Admin_time_actual_h' field contains the local Time for the updated vital signs. Validate the 'Admin_date_actual' field contains the Date for the updated vital signs. Close the report. Scenario 4: Task List - Flowsheet "Vital Signs" - Validate the 'Time zone offset' registry setting when set to "-1" Specific Setup: Using the "Task Definition" Avatar form, have a Task Code configured. Using the "Task Association" Avatar form, associate the Task Code to an Order Code. Must have access to the Flowsheet application and make sure 'Vital Signs' assessment is published and it is configured with the above Task Code. Using the Order Entry Console, have an order for any client with the Order Code associated to the Task Code. Must have access to Crystal Reports or other SQL reporting tool. Steps Access the 'Registry Settings' form. Enter "Time Zone Offset" in the 'Select Registry Setting' field. Click [View Registry Settings]. Select "Time Zone Offset" and click [OK]. Validate the 'Registry Setting Details' field contains: "Define the time zone offset for a facility in hours as a positive or negative integer." Enter time zone offset value "-1" in the 'Registry Setting Value' field. Click [Submit] and close the form. In Avatar, navigate to the "Task List" widget. Search and select the desired client. Verify the desired task is displayed as expected for the selected client. Click the desired task to lock the task in place. Click [Complete]. Verify the "Flowsheet Documentations" dialog window is displayed as expected. Verify the "Vital Signs" assessment is displayed as expected. Populate the fields. Click [Sign]. Verify the "Flowsheet Documentations" dialog window is no longer displayed. Verify the previously selected task is no longer displayed. Access Crystal Reports or other SQL Reporting Tool and run a query against "SYSTEM.task" table. Verify a row is displayed for the recent vitals signs task completion for the above client in the "SYSTEM.task" table. Verify the 'PATID' field contains the clientID of the above client. Verify the "data_entry_date" field contains the Date for the respective Task completed. Verify the "data_entry_time" field contains the Time as set by the time zone offset value in the registry settings for the respective Task completed. Close the report. Scenario 5: Task List - Flowsheet "Vital Signs" - Validate the 'Time zone offset' registry setting when set to "0" Specific Setup: Using the "Task Definition" Avatar form, have a Task Code configured. Using the "Task Association" Avatar form, associate the Task Code to an Order Code. Must have access to the Flowsheet application and make sure 'Vital Signs' assessment is published and it is configured with the above Task Code. Using the Order Entry Console, have an order for any client with the Order Code associated to the Task Code. Must have access to Crystal Reports or other SQL reporting tool. Steps Access the 'Registry Settings' form. Enter "Time Zone Offset" in the 'Select Registry Setting' field. Click [View Registry Settings]. Select "Time Zone Offset" and click [OK]. Validate the 'Registry Setting Details' field contains: "Define the time zone offset for a facility in hours as a positive or negative integer." Enter time zone offset value "0" in the 'Registry Setting Value' field. Click [Submit] and close the form. In Avatar, navigate to the "Task List" widget. Search and select the desired client. Verify the desired task is displayed as expected for the selected client. Click the desired task to lock the task in place. Click [Complete]. Verify the "Flowsheet Documentations" dialog window is displayed as expected. Verify the "Vital Signs" assessment is displayed as expected. Populate the fields. Click [Sign]. Verify the "Flowsheet Documentations" dialog window is no longer displayed. Verify the previously selected task is no longer displayed. Access Crystal Reports or other SQL Reporting Tool and run a query against "SYSTEM.task" table. Verify a row is displayed for the recent vitals signs task completion for the above client in the "SYSTEM.task" table. Verify the 'PATID' field contains the clientID of the above client. Verify the "data_entry_date" field contains the Date for the respective Task completed. Verify the "data_entry_time" field contains the local Time for the respective Task completed. Close the report. Scenario 6: Task List - Flowsheet "Vital Signs" - Validate the 'Time zone offset' registry setting when set to "1" Specific Setup: Using the "Task Definition" Avatar form, have a Task Code configured. Using the "Task Association" Avatar form, associate the Task Code to an Order Code. Must have access to the Flowsheet application and make sure 'Vital Signs' assessment is published and it is configured with the above Task Code. Using the Order Entry Console, have an order for any client with the Order Code associated to the Task Code. Must have access to Crystal Reports or other SQL reporting tool. Steps Access the 'Registry Settings' form. Enter "Time Zone Offset" in the 'Select Registry Setting' field. Click [View Registry Settings]. Select "Time Zone Offset" and click [OK]. Validate the 'Registry Setting Details' field contains: "Define the time zone offset for a facility in hours as a positive or negative integer." Enter time zone offset value "1" in the 'Registry Setting Value' field. Click [Submit] and close the form. In Avatar, navigate to the "Task List" widget. Search and select the desired client. Verify the desired task is displayed as expected for the selected client. Click the desired task to lock the task in place. Click [Complete]. Verify the "Flowsheet Documentations" dialog window is displayed as expected. Verify the "Vital Signs" assessment is displayed as expected. Populate the fields. Click [Sign]. Verify the "Flowsheet Documentations" dialog window is no longer displayed. Verify the previously selected task is no longer displayed. Access Crystal Reports or other SQL Reporting Tool and run a query against "SYSTEM.task" table. Verify a row is displayed for the recent vitals signs task completion for the above client in the "SYSTEM.task" table. Verify the 'PATID' field contains the clientID of the above client. Verify the "data_entry_date" field contains the Date for the respective completed Task. Verify the "data_entry_time" field contains the Time as set by the time zone offset value in the registry settings for the respective completed Task. Close the report. Scenario 7: MedNote "Vitals" - Validate the 'Time Zone Offset' registry setting when set to "-1" Specific Setup: User with existing Provider login credentials A client is enrolled in an existing episode in Medical Note "Client A" User must have access to the 'SYSTEM.cw_vital_signs' SQL table in the 'User Definition' form Steps Access the 'Registry Settings' form. Enter "Time Zone Offset" in the 'Select Registry Setting' field. Click [View Registry Settings]. Select "Time Zone Offset" and click [OK]. Validate the 'Registry Setting Details' field contains: "Define the time zone offset for a facility in hours as a positive or negative integer." Enter time zone offset value "-1" in the 'Registry Setting Value' field. Click [Submit] and close the form. Select "Client A" and select the MedNote widget. Verify the existence of the "Facesheet" tab. Click [Vitals] link. Click [Add] and set "Heart Rate(BPM)" field to any value. Click [Save] and validate that a new vitals entry is created for "Client A". Access Crystal Reports or other SQL Reporting Tool. Create a report using the 'SYSTEM.cw_vital_signs' table. Validate a row is displayed for the recent vitals signs for "Client A". Validate the 'PATID' field contains the Client ID for "Client A". Validate the 'Admin_time_actual_h' field contains the Time as set by the time zone offset value in the registry settings for the updated vital signs. Validate the 'Admin_date_actual' field contains the Date for the updated vital signs. Close the report. Select "Client A" and select the MedNote widget. Verify the existence of the "Facesheet" tab. Click [Vitals] link and click [Refresh]. Verify the existence of the vitals entry for "Client A". Validate that the local date and time value is displayed in the "Date/Time" column on the existing vitals entry. Scenario 8: MedNote "Vitals" - Validate the 'Time Zone Offset' registry setting when set to "0" Specific Setup: User with existing Provider login credentials A client is enrolled in an existing episode in Medical Note "Client A" User must have access to the 'SYSTEM.cw_vital_signs' SQL table in the 'User Definition' form Steps Access the 'Registry Settings' form. Enter "Time Zone Offset" in the 'Select Registry Setting' field. Click [View Registry Settings]. Select "Time Zone Offset" and click [OK]. Validate the 'Registry Setting Details' field contains: "Define the time zone offset for a facility in hours as a positive or negative integer." Enter time zone offset value "0" in the 'Registry Setting Value' field. Click [Submit] and close the form. Select "Client A" and select the MedNote widget. Verify the existence of the "Facesheet" tab. Click [Vitals] link. Click [Add] and set "Heart Rate(BPM)" field to any value. Click [Save] and validate that a new vitals entry is created for "Client A". Access Crystal Reports or other SQL Reporting Tool. Create a report using the 'SYSTEM.cw_vital_signs' table. Validate a row is displayed for the recent vitals signs for "Client A". Validate the 'PATID' field contains the Client ID for "Client A". Validate the 'Admin_time_actual_h' field contains the local Time for the updated vital signs. Validate the 'Admin_date_actual' field contains the Date for the updated vital signs. Close the report. Select "Client A" and select the MedNote widget. Verify the existence of the "Facesheet" tab. Click [Vitals] link and click [Refresh]. Verify the existence of the vitals entry for "Client A". Validate that the local date and time value is displayed in the "Date/Time" column on the existing vitals entry. Scenario 9: MedNote "Vitals" - Validate the 'Time Zone Offset' registry setting when set to "1" Specific Setup: User with existing Provider login credentials A client is enrolled in an existing episode in Medical Note "Client A" User must have access to the 'SYSTEM.cw_vital_signs' SQL table in the 'User Definition' form Steps Access the 'Registry Settings' form. Enter "Time Zone Offset" in the 'Select Registry Setting' field. Click [View Registry Settings]. Select "Time Zone Offset" and click [OK]. Validate the 'Registry Setting Details' field contains: "Define the time zone offset for a facility in hours as a positive or negative integer." Enter time zone offset value "1" in the 'Registry Setting Value' field. Click [Submit] and close the form. Select "Client A" and select the MedNote widget. Verify the existence of the "Facesheet" tab. Click [Vitals] link. Click [Add] and set "Heart Rate(BPM)" field to any value. Click [Save] and validate that a new vitals entry is created for "Client A". Access Crystal Reports or other SQL Reporting Tool. Create a report using the 'SYSTEM.cw_vital_signs' table. Validate a row is displayed for the recent vitals signs for "Client A". Validate the 'PATID' field contains the Client ID for "Client A". Validate the 'Admin_time_actual_h' field contains the Time as set by the time zone offset value in the registry settings for the updated vital signs. Validate the 'Admin_date_actual' field contains the Date for the updated vital signs. Close the report. Select "Client A" and select the MedNote widget. Verify the existence of the "Facesheet" tab. Click [Vitals] link and click [Refresh]. Verify the existence of the vitals entry for "Client A". Validate that the local date and time value is displayed in the "Date/Time" column on the existing vitals entry.	Topics • Registry Settings • Vitals • Medical Note
Update 24 Summary \| Details Avatar CareFabric - support for Telehealth Scenario 1: Schedule a TeleHealth appointment with a TeleHealth service code and validate the TeleHealthAppointmentCreated/Updated/Deleted SDK events Specific Setup: A service code must be defined as a "Telehealth Service" in the 'Service Codes' form. A client is enrolled in an existing episode and has a phone number and email filed (Client A). A user is defined in 'User Definition' that has the following: "TeleHealth" selected in the 'Netsmart Mobile App Access' field, "System Admin" selected in the 'Netsmart Mobile App User Role' field, an email filed in the 'Organizational Email Address' field, and an associated staff member that has hours for scheduling. Steps Access the 'Scheduling Calendar' form. Right click in the 'Appointment Grid' and click [Add Appointment]. Enter the TeleHealth Service Code in the 'Service Code' field. Enter "Client A" in the 'Client' field. Select a non TeleHealth location in the 'Location' field. Click [Submit]. Validate the 'Appointment Grid' contains the new appointment. Click [Dismiss]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Enter "TeleHealthAppointmentCreated" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' field contains a "TeleHealthAppointmentCreated" record. Click [Click To View Record]. Validate the 'appointmentDateRange' - 'fromDate' field contains the appointment start date/time. Validate the 'appointmentDateRange' - 'toDate' field contains the appointment end date/time. Validate the 'participants' - 'email' field contains "Client A's" email. Validate the 'participantID' - 'id' field contains "Client A's" ID. Validate the 'participantName' field contains "Client A's" name in the format of LAST,FIRST. Validate the 'phoneNumber' field contains "Client A's" phone number. Validate the 'typeCode' - 'code' field contains "CLIENT". Validate the 'typeCode' - 'isActive' field contains "true". Validate the 'programCode' - 'code' field contains "Client A's" program code. Validate the 'programCode' - 'displayName' field contains "Client A's" program. Validate the 'programCode' - 'isActive' field contains "true". Validate the 'serviceCode' - 'code' field contains the TeleHealth service code used. Validate the 'serviceCode' - 'displayName' field contains the name of the TeleHealth service code used. Validate the 'serviceCode' - 'isActive' field contains "true". Validate the 'teleHealthAppointmentID' - 'id' field contains unique id for the appointment. Validate the 'teleHealthProviderIDs' - 'humanReadableValue' field contains the TeleHealth Provider ID. Validate the 'teleHealthProviderIDs' - 'id' field contains the email associated to the TeleHealth Provider. Close the report and the form. Access the 'Scheduling Calendar' form. Right click on the appointment for "Client A". Click [Details/Edit]. Enter any new value in the 'Duration' field. Click [Submit]. Validate the 'Appointment Grid' field contains the appointment for "Client A" with the updated duration. Click [Dismiss]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Enter "TeleHealthAppointmentUpdated" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentUpdated" record. Click [Click To View Record]. Validate the 'appointmentDateRange' - 'fromDate' field reflects the updated appointment duration. Validate the 'appointmentDateRange' - 'toDate' field reflects the updated appointment duration. Close the report and the form. Access the 'Scheduling Calendar' form. Right click on the appointment for "Client A". Click [Delete] and [Yes]. Validate the 'Appointment Grid' no longer contains the appointment for "Client A". Click [Dismiss]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Enter "TeleHealthAppointmentDeleted" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentDeleted" record. Click [Click To View Record]. Validate the 'appointmentDateRange' field contains "null". Validate the 'participants' field contains "[ ]". Validate the 'programCode' field contains "null". Validate the 'serviceCode' field contains "null". Validate the 'teleHealthAppointmentID' - 'humanReadableValue' field contains "null". Validate the 'teleHealthAppointmentID' - 'id' field contains the unique id for the appointment. Validate the 'teleHealthProviderIDs' field contains "[ ]". Close the report and the form. Scenario 2: Schedule a TeleHealth appointment with a TeleHealth location and validate the TeleHealthAppointmentCreated/Updated/Deleted SDK events Specific Setup: The 'Enable Telehealth integration at location level' registry setting is set to "Y" A location must be defined as a "TeleHealth Location" in the 'Dictionary Update' form. A client is enrolled in an existing episode and has a phone number and email filed (Client A). A user is defined in 'User Definition' that has the following: "TeleHealth" selected in the 'Netsmart Mobile App Access' field, "System Admin" selected in the 'Netsmart Mobile App User Role' field, an email filed in the 'Organizational Email Address' field, and an associated staff member that has hours for scheduling. Steps Access the 'Scheduling Calendar' form. Right click in the 'Appointment Grid' and click [Add Appointment]. Enter a non TeleHealth service code in the 'Service Code' field. Enter "Client A" in the 'Client' field. Select the TeleHealth Location in the 'Location' field. Click [Submit]. Validate the 'Appointment Grid' contains the new appointment. Click [Dismiss]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Enter "TeleHealthAppointmentCreated" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' field contains a "TeleHealthAppointmentCreated" record. Click [Click To View Record]. Validate the 'appointmentDateRange' - 'fromDate' field contains the appointment start date/time. Validate the 'appointmentDateRange' - 'toDate' field contains the appointment end date/time. Validate the 'participants' - 'email' field contains "Client A's" email. Validate the 'participantID' - 'id' field contains "Client A's" ID. Validate the 'participantName' field contains "Client A's" name in the format of LAST,FIRST. Validate the 'phoneNumber' field contains "Client A's" phone number. Validate the 'typeCode' - 'code' field contains "CLIENT". Validate the 'typeCode' - 'isActive' field contains "true". Validate the 'programCode' - 'code' field contains "Client A's" program code. Validate the 'programCode' - 'displayName' field contains "Client A's" program. Validate the 'programCode' - 'isActive' field contains "true". Validate the 'serviceCode' - 'code' field contains the service code used. Validate the 'serviceCode' - 'displayName' field contains the name of the service code used. Validate the 'serviceCode' - 'isActive' field contains "true". Validate the 'teleHealthAppointmentID' - 'id' field contains unique id for the appointment. Validate the 'teleHealthProviderIDs' - 'humanReadableValue' field contains the TeleHealth Provider ID. Validate the 'teleHealthProviderIDs' - 'id' field contains the email associated to the TeleHealth Provider. Close the report and the form. Access the 'Scheduling Calendar' form. Right click on the appointment for "Client A". Click [Details/Edit]. Enter any new value in the 'Duration' field. Click [Submit]. Validate the 'Appointment Grid' field contains the appointment for "Client A" with the updated duration. Click [Dismiss]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Enter "TeleHealthAppointmentUpdated" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentUpdated" record. Click [Click To View Record]. Validate the 'appointmentDateRange' - 'fromDate' field reflects the updated appointment duration. Validate the 'appointmentDateRange' - 'toDate' field reflects the updated appointment duration. Close the report and the form. Access the 'Scheduling Calendar' form. Right click on the appointment for "Client A". Click [Delete] and [Yes]. Validate the 'Appointment Grid' no longer contains the appointment for "Client A". Click [Dismiss]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Enter "TeleHealthAppointmentDeleted" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentDeleted" record. Click [Click To View Record]. Validate the 'appointmentDateRange' field contains "null". Validate the 'participants' field contains "[ ]". Validate the 'programCode' field contains "null". Validate the 'serviceCode' field contains "null". Validate the 'teleHealthAppointmentID' - 'humanReadableValue' field contains "null". Validate the 'teleHealthAppointmentID' - 'id' field contains the unique id for the appointment. Validate the 'teleHealthProviderIDs' field contains "[ ]". Close the report and the form. Scenario 3: Validate support for DST when scheduling Telehealth appointments using a Telehealth location Specific Setup: The 'Enable Telehealth integration at location level' registry setting is set to "Y". A location must be defined as a "TeleHealth Location" in the 'Dictionary Update' form. A client is enrolled in an existing episode and has a phone number and email filed (Client A). A user is defined in 'User Definition' that has the following: "TeleHealth" selected in the 'Netsmart Mobile App Access' field, "System Admin" selected in the 'Netsmart Mobile App User Role' field, an email filed in the 'Organizational Email Address' field, and an associated staff member that has hours for scheduling. Steps Access the 'Scheduling Calendar' form. Navigate to a date during Daylight Savings Time (DST). Right click in the 'Appointment Grid' and click [Add Appointment]. Enter a non Telehealth service code in the 'Service Code' field. Enter "Client A" in the 'Client' field. Select the "Telehealth Location" in the 'Location' field. Click [Submit]. Validate the 'Appointment Grid' contains the new appointment. Click [Dismiss]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Enter "TeleHealthAppointmentCreated" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' field contains a "TeleHealthAppointmentCreated" record. Click [Click To View Record]. Validate the 'appointmentDateRange' - 'fromDate' field contains the appointment start date/time using the correct time zone offset for DST. Validate the 'appointmentDateRange' - 'toDate' field contains the appointment end date/time using the correct time zone offset for DST. Close the report and the form. Access the 'Scheduling Calendar' form. Navigate to the same date during Daylight Savings Time (DST). Right click on the appointment for "Client A". Click [Details/Edit]. Enter any new times in the 'Appointment Start Time' and 'Appointment End Time' fields. Click [Submit]. Validate the 'Appointment Grid' field contains the appointment for "Client A" with the updated start/end times. Click [Dismiss]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Enter "TeleHealthAppointmentUpdated" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentUpdated" record. Click [Click To View Record]. Validate the 'appointmentDateRange' - 'fromDate' field reflects the updated appointment start date/time using the correct time zone offset for DST. Validate the 'appointmentDateRange' - 'toDate' field reflects the updated appointment end date/time using the correct time zone offset for DST. Close the report and the form. Scenario 4: Validate support for DST when scheduling Telehealth appointments using a Telehealth service code Specific Setup: A service code must be defined as a "Telehealth Service" in the 'Service Codes' form. A client is enrolled in an existing episode and has a phone number and email filed (Client A). A user is defined in 'User Definition' that has the following: "TeleHealth" selected in the 'Netsmart Mobile App Access' field, "System Admin" selected in the 'Netsmart Mobile App User Role' field, an email filed in the 'Organizational Email Address' field, and an associated staff member that has hours for scheduling (Staff Member A). Steps Access the 'Scheduling Calendar' form. Navigate to a date during Daylight Savings Time (DST). Right click in the 'Appointment Grid' and click [Add Appointment]. Enter the TeleHealth Service Code in the 'Service Code' field. Enter "Client A" in the 'Client' field. Click [Submit]. Validate the 'Appointment Grid' contains the new appointment. Click [Dismiss]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Enter "TeleHealthAppointmentCreated" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' field contains a "TeleHealthAppointmentCreated" record. Click [Click To View Record]. Validate the 'appointmentDateRange' - 'fromDate' field contains the appointment start date/time using the correct time zone offset for DST. Validate the 'appointmentDateRange' - 'toDate' field contains the appointment end date/time using the correct time zone offset for DST. Close the report and the form. Access the 'Scheduling Calendar' form. Navigate to the same date during Daylight Savings Time (DST). Right click on the appointment for "Client A". Click [Details/Edit]. Enter any new times in the 'Appointment Start Time' and 'Appointment End Time' fields. Click [Submit]. Validate the 'Appointment Grid' field contains the appointment for "Client A" with the updated start/end times. Click [Dismiss]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Enter "TeleHealthAppointmentUpdated" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentUpdated" record. Click [Click To View Record]. Validate the 'appointmentDateRange' - 'fromDate' field reflects the updated appointment start date/time using the correct time zone offset for DST. Validate the 'appointmentDateRange' - 'toDate' field reflects the updated appointment end date/time using the correct time zone offset for DST. Close the report and the form.	Topics • Telehealth
Update 25 Summary \| Details Avatar CareFabric - support for CareConnect Inbox Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Ambulatory Progress Notes Treatment Plan Patient Health Questionnaire-9 Update Client Data CareConnect Inbox Scenario 1: 'CareConnect Inbox' POV - Send a referral with client attachments Specific Setup: A client is enrolled in an existing episode (Client A). "Client A" has the records on file for the following: 'Ambulatory Progress Notes', 'Treatment Plan', and 'Patient Health Questionnaire-9'. Must have access to the 'CareConnect Inbox' POV. Steps Access the 'CareConnect Inbox' POV. Start a new referral. Select the desired contact in the 'Add Contact' field. Enter the desired value in the 'Subject' field. Search for and select the desired provider in the 'Provider Search' field. Search for and select "Client A" in the 'Client Search' field. Click [Attach CCD]. Validate the generated CCD is displayed and click [Attach CCD]. Click [Client Attachments]. Select "Client A's" existing episode in the 'Episode' field. Select "Admission", "Ambulatory Progress Notes", "Treatment Plan", "Patient Health Questionnaire-9", and "Update Client Data" in the 'Forms to Attach' field. Click [Generate PDF]. Validate all of the client attachment PDF's are displayed. Select the 'Admission' PDF. Validate the admission data is displayed and there is no signature at the end of the document. Select the 'Ambulatory Progress Notes' PDF. Validate the progress note data is displayed and there is no signature at the end of the document. Select the 'Patient Health Questionnaire-9' PDF. Validate the assessment data is displayed and there is no signature at the end of the document. Select the 'Treatment Plan' PDF. Validate the treatment plan data is displayed and there is no signature at the end of the document. Select the 'Update Client Data' PDF. Validate the client data is displayed and there is no signature at the end of the document. Send the referral.	Topics • CareConnect Inbox • CareFabric
2021 Update 90 Summary \| Details 'Known Medication Allergies' - 'Allergies and Hypersensitivities' form Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Update Client Data Financial Eligibility Scenario 1: 'Update Client Data' - validate the 'ClientUpdated' and 'ClientDemographicsCreated' events Specific Setup: A client must be enrolled in an existing episode and have an address on file (Client A). The extended dictionary is defined for the 'Sexual Orientation' data element in 'Dictionary Update'. Client A must have "Yes" selected in the 'Known Medication Allergies' field in the 'Allergies and Hypersensitivities' form. Steps Select "Client A" and access the 'Update Client Data' form. Enter any new value in the 'Address - Street' field. Enter any new value in the 'Apartment or Unit' field. Enter any new value in the 'Zip Code' field. Enter any new value in the 'City' field. Select any new value in the 'State' field. Click [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. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains a "ClientUpdated" record and select it. Click [Click To View Record]. Validate the first 'addresses' - 'city' field contains the value entered in the previous steps. Validate the first 'addresses' - 'stateCode' field contains the value entered in the previous steps. Validate the first 'addresses' - 'street1' field contains the value entered in the previous steps. Validate the first 'addresses' - 'street2' field contains the value entered in the previous steps. Validate the second 'addresses' - 'typeCode' - 'code' field contains "H". Validate the second 'addresses' - 'typeCode' - 'displayName' field contains "Home". Validate the first 'addresses' - 'zipCode' field contains the value entered in the previous steps. Validate the second 'addresses' - 'city' field contains the city for the old address. Validate the second 'addresses' - 'stateCode' field contains the state for the old address. Validate the second 'addresses' - 'street1' field contains the old address. Validate the second 'addresses' - 'street2' field contains the old address. Validate the second 'addresses' - 'typeCode' - 'code' field contains "OLD". Validate the second 'addresses' - 'typeCode' - 'displayName' field contains "Old Address". Validate the second 'addresses' - 'zipCode' field contains the zip code for the old address. Close the report and the form. Scenario 2: Allergies and Hypersensitivities - Validate the 'ClientUpdated' SDK event Specific Setup: A client must be enrolled in an existing episode and have an address on file (Client A). Steps Select "Client A" and access the 'Allergies and Hypersensitivities' form. Click [Update]. Click [New Row]. Select desired allergy from the 'Allergen/Reactant' field Enter desired date in the 'Date Recognized' field. Select "Active" in the 'Status' field. Select any value in the 'Reaction Severity' 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. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains a "ClientUpdated" record and select it. Click [Click To View Record]. Validate the 'medicalStatuses' - 'type' field contains "NoKnownMedAllergies". Validate the 'medicalStatuses' - 'value' field contains "Y". Close the report and the form. Access the 'Allergies and Hypersensitivities' form. Click [Update]. Select "Inactive" in the 'Status' field. Click [Save]. Click [No - Known Medication Allergies] 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. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains a "ClientUpdated" record and select it. Click [Click To View Record]. Validate the 'medicalStatuses' - 'type' field contains "NoKnownMedAllergies". Validate the 'medicalStatuses' - 'value' field contains "N". Close the report and the form. Scenario 3: Financial Eligibility - Validate the 'ClientUpdated' SDK event Specific Setup: A client must be enrolled in an existing episode and have an address on file (Client A). Client A must have "Yes" selected in the 'Known Medication Allergies' field in the 'Allergies and Hypersensitivities' form. Client A must have Guarantor Information entered in the 'Financial Eligibility' form. Steps Internal Testing Only.	Topics • Update Client Data • NX • Allergies • Financial Eligibility