Avatar CareFabric 2022 Quarterly Release 2022.02 Acceptance Tests

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Update 7 Summary \| Details Avatar CareFabric - support for adding new clients to Avatar Scenario 1: ProviderConnect Enterprise- Validate the 'PutClient' 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). Steps Select "Client A" and access the 'Update Client Data' form. Update any 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 "PutClient" 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 'PutClient' action that was triggered from the 'Update Client Data' form with a "Success" result. Close the report and the form. Scenario 2: Validate adding a new client via the 'PutClient' SDK action Steps Internal testing only.	Topics • Update Client Data
Update 18 Summary \| Details ProviderConnect Enterprise - 'Financial Investigation' data Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Financial Investigation CareFabric Monitor Scenario 1: ProviderConnect Enterprise - Financial Investigation - Validate the 'PutEhrAssessmentResult' action and 'EhrAssessmentResultCreated' event Specific Setup: The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' registry setting 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). Steps Select "Client A" and access the 'Financial Investigation' form. Enter the desired date in the 'Financial Investigation Effective Date' field. Enter the desired value in the 'Income-Responsible Party Annual Income' field. Enter the desired value in the 'Income-Household Gross Annual Income' field. Enter the desired value in the 'Family Size' field. Enter the desired value in the 'Number of Dependents' field. Click [Submit]. 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 "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 'Financial Investigation' form with a "Success" result. Close the report and the form. ProviderConnect Enterprise - 'Cal-OMS Admission' data Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Cal-OMS Admission Cal-OMS Annual Update Cal-OMS Discharge Scenario 1: 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]. Leave the 'Social Security Number' field blank. 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 2: 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]. Leave the 'Social Security Number' field blank. 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 3: 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]. Leave the 'Social Security Number' field blank. 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.	Topics • ProviderConnect Enterprise • Cal-OMS
Update 20 Summary \| Details Avatar CareFabric - Assessment Mapping Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: CareFabric Assessment Mapping Scenario 1: CareFabric Assessment Mapping - Validate the 'IsActive' property Specific Setup: Must have a 'Wound Care' assessment type configured via the 'Flowsheet Assessment Design Tool'. Steps Access the 'CareFabric Assessment Mapping' form. Select the "Wound Care" assessment in the 'Select Assessment' field. Select "Product: Client Wound Assessment" in the 'Select Modeled Form' field. Click [Launch Mapping Grid]. Validate the 'Mapping Grid' is displayed. Click [New Row]. Add any desired mappings. Validate the 'Assessment Field' field contains the "IsActive" property to map, and add mappings using this property. Click [Save] and [Yes]. Click [File Mappings]. Validate a message is displayed stating: "Mappings Filed". Click [OK]. Select the "Wound Care" assessment in the 'Select Assessment' field. Select "Product: Client Wound Assessment" in the 'Select Modeled Form' field. Click [Launch Mapping Grid]. Validate the 'Mapping Grid' is displayed and contains the mappings added in the previous steps. Close the form. CareFabric Assessment Mapping - 'Lines/Tubes/Drains/Devices' assessment Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: CareFabric Assessment Mapping Scenario 1: CareFabric Assessment Mapping - Validate the 'Lines/Tubes/Drains/Devices' assessment Specific Setup: Must have access to the Flowsheet Admin Tool and have a 'Lines/Tubes/Drains/Devices' assessment defined. Avatar CWS 2022 Update 28 is required for full functionality. Steps Access the 'CareFabric Assessment Mapping' form. Validate the 'Select Assessment' field contains "Lines/Tubes/Drains/Devices". Select "Lines/Tubes/Drains/Devices" in the 'Select Assessment' field. Validate the 'Select Modeled Form' field contains "Product: Lines/Tubes/Drains/Devices ([CWS]) (Episodic)". Select "Lines/Tubes/Drains/Devices" in the 'Select Modeled Form' field. Click [Launch Mapping Grid]. Validate the 'Mapping Grid' is displayed with the following columns: Row ID Product/Modeled Form Field Assessment Field Click [New Row]. Add mappings for each field. Click [Save] and [Yes]. Validate the 'Mapping Grid' is no longer displayed. Click [File Mappings]. Validate a message is displayed stating: "Mappings Filed". Click [OK] and close the form. Navigate to the Flowsheet Admin Tool Republish the Lines/Tubes/Drains/Devices assessment. Access the 'Dictionary Update' form for CWS Select the "Print Dictionary" section. Select "Other CWS Tabled Files" in the 'File' field. Select "(22100) Applicable CareFabric LTDD Types" in the 'Data Element' field. Click [Print Dictionary]. Validate the dictionary values are populated with the valid assessment types. Close the form. Avatar CareFabric - Time Zone - Completed Status Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Avatar eMAR Orders This Episode Scenario 1: eMAR - Completed Status - Haberdasher Specific Setup: The following extended attributes must be set in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Lab”: ‘(545) Suppress DC of One-Time-Only orders via eMAR’ = “No, do NOT suppress DC (default behavior)” '(556) Mark One-Time-Only orders complete upon eMAR administration’ = “Yes” The 'Avatar Order Entry->Facility Defaults-> Order Management->->->Enable Completed Order Status ' registry setting must be set to "1&2". A frequency code of "One Time Only" must be configured through the 'Frequency Code setup' form (Frequency Code A) Please log out of the application and log back in after completing the above configuration. A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Create a lab order with "Frequency Code A" as its frequency. Select eMAR and access 'Lab Orders'. Select and administer the lab order. Validate the order has the administered time and date. Validate the administered lab order has a "Completed" watermark.. Recent Order Actions - "Completed" Med Order Status Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Orders This Episode Facesheet.Recent Order Actions Scenario 1: Recent Order Actions - Validate the 'SearchActiveOrder' SDK action Specific Setup: A user must be defined as a "Provider" and have the following: The 'Orders' console widget accessible on the HomeView The 'eMAR' widget accessible on the HomeView The 'Medical Note' widget accessible on the HomeView A client enrolled in an existing episode (Client A) The 'Enable Completed Order Status' registry setting must be set to "2". Must have a dictionary value defined for "Pharmacy Orders" with "Yes" selected for the 'Mark One-Time-Only orders complete upon eMAR administration' extended dictionary data element. This must be done in the 'Dictionary Update' form for the 'Order Entry Tabled Files' file and 'Order Types (500)' data element. Steps Select "Client A" and access the 'Orders' console widget. Search for and select "ADVIL" from the ‘New Order’ field. Set 'Dose' field to the desired value. Select "One time only" in the 'Frequency’ field Complete the required fields. Click [Add to Scratchpad]. Validate the 'Action' cell for the "ADVIL" order contains "ADD". Click [Sign]. Validate the ‘Order grid’ contains an order for "ADVIL". Navigate to the 'eMAR' widget. Validate an order for "ADVIL" is displayed with "*ACKNOWLEDGEMENT REQUIRED*" in red font and no hours of administration under the current date. Perform 'Order Acknowledgement' for the "ADVIL" order. Select a cell under the current date for the "ADVIL" order and click [Administer]. Complete the required fields. Check the 'Accept administration information entered' checkbox and click [OK]. Validate that the first cell under the current date for the "ADVIL" order contains the amount given and the time administered. Validate the "ADVIL" order is now displayed with the "COMPLETED" status in the 'Order Description' field. Navigate to the 'Medical Note' widget. Verify the existence of the "Facesheet" tab. Click [Recent Order Actions] link. Validate the "ADVIL" order is displayed with the "Completed" status in the "Last Acton" column. Validate the "ADVIL" order is displayed with the "Completed" status in the "Status" column.	Topics • CareFabric Assessment Mapping • Dictionary • eMAR • NX • Registry Settings • Medical Note • CareFabric • Active Medications
Update 26 Summary \| Details Avatar CareFabric is enhanced to support the 'Patient Health Questionnaire-9' form Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Patient Health Questionnaire-9 Scenario 1: Patient Health Questionnaire-9 - Validate the 'ListEhrAssessmentResult' SDK action Steps Internal testing only. Scenario 2: Patient Health Questionnaire-9 - Validate the 'GetEhrAssessmentResult' SDK action Steps Internal testing only. Scenario 3: Patient Health Questionnaire-9 - Validate the 'PutEhrAssessmentResult' SDK action Steps Internal testing only.	Topics • Patient Health Questionnaire 9
Update 28 Summary \| Details OE NX - Lab Orders Outbound Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Financial Eligibility External Lab Mapping for CareConnect Orders This Episode Order Entry Console - AOE Question Dialog Print pdf dialog External Lab/Radiology Definition for CareConnect Order Code Setup Scenario 1: OE NX - Lab orders - Requisition Report Specific Setup: A client must have an active episode. (Client A) Steps Select "Client A" and access the 'Financial Eligibility' form. Select the 'Guarantor Selection' section. Click the [Add New Item] in the Guarantor Information grid. Search for and select "Medicare" from the 'Guarantor #' field. Select "(Contract) Medicare Part A" from the 'Guarantor Plan' field. Validate a message is displayed stating "Selecting This Plan Will Over-Write Any Previous Plan Information. The Master Plan Information Will Default" and click [OK]. Select "Self" from the 'Client's Relationship To Subscriber' field. Validate the 'Subscriber's Name' field is equal to "Client A". Set the 'Subscriber Address' - Street Line 1 field to "123 place drive circle street". Set the 'Zip code' field to "12345". Select "Male" from the 'Subscriber Sex' field. Set the 'Subscriber's Social Security #' field to "222-55-8888". Select "Full Time (32+ Hours A Week Not Including Armed Forces)" from the 'Subscriber's Employment Status' field. Set the 'Subscriber Policy #' field to "48536843". Select "Yes" from the 'Subscriber Assignment Of Benefits' field. Set the 'Subscriber's Covered Days' field to "9999". Set the 'Maximum Covered Dollars' field to "9999999.99". Select "Yes, Provider Has Signed Statement Permitting Release" from the 'Subscriber Release Of Info' field. Select the 'Financial Eligibility' section. Select "Medicare" from the 'Guarantor #1' field and click [Submit]. Access the 'External Lab/Radiology Definition for CareConnect' form. Select 'Add' from the 'Add New or Edit Existing Vendor' field. Select 'Lab' from the 'External Application Type' field. Select 'Yes' from the 'eVendor' field. Select "Change Health-LabCorp" from the 'Vendor to Define' field. Select "TA" from the 'Vendor Business Unit' field. Select "90550015" from the 'Vendor Account Number' field. Set the 'Vendor Name' field to "LabCorp-CHC". Select 'LabCorp' from the 'Lab Vendor Company' field and click [Submit]. Validate a message is displayed stating "Do you wish to return to form" and click [No]. Access the 'External Lab Mapping for CareConnect' form. Select "LabCorp-CHC" from the 'External Lab Vendor' field. Select "Subscriber Employment Status (IN1-42)" from the 'HL7 Segment' field. Select "Subscr. Employment Status - File: Client, Data Element #256" from the 'Avatar Dictionary to Map' field. Select "Full Time (32+ Hours A Week Not Including Armed Forces)" from the 'Avatar Dictionary Value to Map' field. Set the 'Mapped to Code' field to "1" and click [File]. Select "Subscriber Relationship (IN1-17)" from the 'HL7 Segment' field. Select "Client's Relationship To Subscriber - File: Client, Data Element #247" from the 'Avatar Dictionary to Map' field. Select "Self" from the 'Avatar Dictionary Value to Map' field. Set the 'Mapped to Code' field to "18" and click [File] and [Discard]. Validate a message displays stating Are you sure you want to Close without saving?" and click [Yes]. Access the 'Order Code Setup' form. Select 'Add New Code' from the 'Add/Edit Order Code' field. Set the 'New Order Code' field to "Sars-CoV-2". Set the 'Order Code Description' field to "Sars-CoV-2". Select "Lab" from the 'Order Type' field. Click [External Lab Definition]. Click [New Row]. Set the 'Lab Vendor Name' cell to "LabCorp-CHC. Set the 'Compendium Order Code' cell to "SARS-CoV-2, NAA" - row 1 cell and click [Save]. Validate a message displays stating "Exit Grid?" and click [Yes]. Click [Submit]. Validate a message displays stating "Order Code Setup has completed. Do you wish to return to form?" and click [No]. Select "Client A" and access the 'Order Entry Console'. Search for and select "SARS-CoV-2, NAA " from the 'New Order' field. Select "Daily" from the Frequency field. Click the Lab Vendor Staff will Collect field. Set the Duration field to "5" and click [Days] and [Add to Scratchpad]. Validate the 'Ask On Order Entry' dialog displays. Answer all "AOE" questions and click [Save]. Click [Sign] under the 'Scratchpad'. Validate the 'Order grid' contains an order for "SARS-CoV-2, NAA Daily, Lab Vendor Staff will Collect, LabCorp-CHC". Select the order created from the 'Order grid' and click [Print]. Validate the 'Lab Print dialog' displays and click [Print Lab Requisition]. Validate the 'Requisition Report' displays successfully.	Topics • NX
Update 29 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 Scenario 1: Flowsheet - 'Laboratory' and 'Microbiology' results - Validate the 'Time Zone Offset' registry setting when set to "-1" Specific Setup: Must have access to the Flowsheet application and have 'Labs & Microbiology' assessments published. Have a client with lab results configured with the following statuses: "Ordered", "Collected", "Received", "Cancelled", "Resulted", "Correction", "Voided". Have a client with microbiology results configured with the following statuses: "Ordered", "Collected", "Received", "Cancelled", "Preliminary", "Final", "Supplemental", "Correction" and "Voided". 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 "Flowsheet" widget. Search and select the desired client. Click the "Labs" collection tab. Verify the desired lab results are displayed as expected. Navigate to the "Ordered" status lab result. Verify the "Status" field is populated as "Ordered". Verify the "Order Date/Time" field is populated with the expected order date and time as set by the time zone offset value in the registry settings. Verify the "Ordered By" field is populated with the expected practitioner. Navigate to the "Collected" status lab result. Verify the "Status" field is populated as "Collected". Verify the "Collected Date/Time" field is populated with the expected collection date and time as set by the time zone offset value in the registry settings. Verify the "Collected By" field is populated with the expected practitioner. Navigate to the "Canceled" status lab result. Verify the "Status" field is populated as "Canceled". Verify the "Canceled Date/Time" field is populated with the expected canceled date and time as set by the time zone offset value in the registry settings. Verify the "Canceled By" field is populated with the expected practitioner. Navigate to the "Received" status lab result. Verify the "Status" field is populated as "Received". Verify the "Received Date/Time" field is populated with the expected received date and time as set by the time zone offset value in the registry settings. Navigate to the "Resulted" status lab result. Verify the "Status" field is populated as "Resulted". Verify the "Resulted Date/Time" field is populated with the expected resulted date and time as set by the time zone offset value in the registry settings. Navigate to the "Corrected" status lab result. Verify the "Status" field is populated as "Corrected". Verify the "Corrected Date/Time" field is populated with the expected corrected date and time as set by the time zone offset value in the registry settings. Navigate to the "Voided" status lab result. Verify the "Status" field is populated as "Voided". Verify the "Voided Date/Time" field is populated with the expected voided date and time as set by the time zone offset value in the registry settings. In Avatar, navigate to the "Flowsheet" widget. Select the client with the microbiology results. Click the "Microbiology" tab. Navigate to the "Ordered" status microbiology result. Verify the "Status" field is populated as "Ordered". Verify the "Ordered Date/Time" field is populated with the expected order date and time as set by the time zone offset value in the registry settings. Navigate to the "Collected" status microbiology result. Verify the "Status" field is populated as "Collected". Verify the "Specimen Collected Date/Time" field is populated with the expected collected date and time as set by the time zone offset value in the registry settings. Navigate to the "Correction" status microbiology result. Verify the "Status" field is populated as "Correction". Verify the "Corrected" date and time is populated with the expected corrected date and time as set by the time zone offset value in the registry settings. Navigate to the "Received" status microbiology result. Verify the "Status" field is populated as "Received". Verify the "Received Date/Time" field is populated with the expected received date and time as set by the time zone offset value in the registry settings. Navigate to the "Preliminary" status microbiology result. Verify the "Status" field is populated as "Preliminary". Validate the "Preliminary" date and time is populated with the expected preliminary date and time as set by the time zone offset value in the registry settings. Navigate to the "Final" status microbiology result. Verify the "Status" field is populated as "Final". Verify the "Final" date and time is populated with the expected final date and time as set by the time zone offset value in the registry settings. Navigate to the "Canceled" status microbiology result. Verify the corresponding "Status" field is populated as "Canceled". Verify the corresponding "Canceled Time" field is populated with the expected canceled date and time as set by the time zone offset value in the registry settings. Navigate to the "Voided" status microbiology result. Verify the corresponding "Status" field is populated as "Voided". Verify the corresponding "Voided Time" field is populated with the expected voided date and time as set by the time zone offset value in the registry settings. Scenario 2: Flowsheet - 'Laboratory' and 'Microbiology' results - Validate the 'Time Zone Offset' registry setting when set to "0" Specific Setup: Must have access to the Flowsheet application and have 'Labs & Microbiology' assessments published. Have a client with lab results configured with the following statuses: "Ordered", "Collected", "Received", "Cancelled", "Resulted", "Correction", "Voided". Have a client with microbiology results configured with the following statuses: "Ordered", "Collected", "Received", "Cancelled", "Preliminary", "Final", "Supplemental", "Correction" and "Voided". 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 "Flowsheet" widget. Search and select the desired client. Click the "Labs" collection tab. Verify the desired lab results are displayed as expected. Navigate to the "Ordered" status lab result. Verify the "Status" field is populated as "Ordered". Verify the "Order Date/Time" field is populated with the expected order date and time as set by the time zone offset value in the registry settings. Verify the "Ordered By" field is populated with the expected practitioner. Navigate to the "Collected" status lab result. Verify the "Status" field is populated as "Collected". Verify the "Collected Date/Time" field is populated with the expected collection date and time as set by the time zone offset value in the registry settings. Verify the "Collected By" field is populated with the expected practitioner. Navigate to the "Canceled" status lab result. Verify the "Status" field is populated as "Canceled". Verify the "Canceled Date/Time" field is populated with the expected canceled date and time as set by the time zone offset value in the registry settings. Verify the "Canceled By" field is populated with the expected practitioner. Navigate to the "Received" status lab result. Verify the "Status" field is populated as "Received". Verify the "Received Date/Time" field is populated with the expected received date and time as set by the time zone offset value in the registry settings. Navigate to the "Resulted" status lab result. Verify the "Status" field is populated as "Resulted". Verify the "Resulted Date/Time" field is populated with the expected resulted date and time as set by the time zone offset value in the registry settings. Navigate to the "Corrected" status lab result. Verify the "Status" field is populated as "Corrected". Verify the "Corrected Date/Time" field is populated with the expected corrected date and time as set by the time zone offset value in the registry settings. Navigate to the "Voided" status lab result. Verify the "Status" field is populated as "Voided". Verify the "Voided Date/Time" field is populated with the expected voided date and time as set by the time zone offset value in the registry settings. In Avatar, navigate to the "Flowsheet" widget. Select the client with the microbiology results. Click the "Microbiology" tab. Navigate to the "Ordered" status microbiology result. Verify the "Status" field is populated as "Ordered". Verify the "Ordered Date/Time" field is populated with the expected order date and time as set by the time zone offset value in the registry settings. Navigate to the "Collected" status microbiology result. Verify the "Status" field is populated as "Collected". Verify the "Specimen Collected Date/Time" field is populated with the expected collected date and time as set by the time zone offset value in the registry settings. Navigate to the "Correction" status microbiology result. Verify the "Status" field is populated as "Correction". Verify the "Corrected" date and time is populated with the expected corrected date and time as set by the time zone offset value in the registry settings. Navigate to the "Received" status microbiology result. Verify the "Status" field is populated as "Received". Verify the "Received Date/Time" field is populated with the expected received date and time as set by the time zone offset value in the registry settings. Navigate to the "Preliminary" status microbiology result. Verify the "Status" field is populated as "Preliminary". Validate the "Preliminary" date and time is populated with the expected preliminary date and time as set by the time zone offset value in the registry settings. Navigate to the "Final" status microbiology result. Verify the "Status" field is populated as "Final". Verify the "Final" date and time is populated with the expected final date and time as set by the time zone offset value in the registry settings. Navigate to the "Canceled" status microbiology result. Verify the corresponding "Status" field is populated as "Canceled". Verify the corresponding "Canceled Time" field is populated with the expected canceled date and time as set by the time zone offset value in the registry settings. Navigate to the "Voided" status microbiology result. Verify the corresponding "Status" field is populated as "Voided". Verify the corresponding "Voided Time" field is populated with the expected voided date and time as set by the time zone offset value in the registry settings. Scenario 3: Flowsheet - 'Laboratory' and 'Microbiology' results - Validate the 'Time Zone Offset' registry setting when set to "1" Specific Setup: Must have access to the Flowsheet application and have 'Labs & Microbiology' assessments published. Have a client with lab results configured with the following statuses: "Ordered", "Collected", "Received", "Cancelled", "Resulted", "Correction", "Voided". Have a client with microbiology results configured with the following statuses: "Ordered", "Collected", "Received", "Cancelled", "Preliminary", "Final", "Supplemental", "Correction" and "Voided". 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 "Flowsheet" widget. Search and select the desired client. Click the "Labs" collection tab. Verify the desired lab results are displayed as expected. Navigate to the "Ordered" status lab result. Verify the "Status" field is populated as "Ordered". Verify the "Order Date/Time" field is populated with the expected order date and time as set by the time zone offset value in the registry settings. Verify the "Ordered By" field is populated with the expected practitioner. Navigate to the "Collected" status lab result. Verify the "Status" field is populated as "Collected". Verify the "Collected Date/Time" field is populated with the expected collection date and time as set by the time zone offset value in the registry settings. Verify the "Collected By" field is populated with the expected practitioner. Navigate to the "Canceled" status lab result. Verify the "Status" field is populated as "Canceled". Verify the "Canceled Date/Time" field is populated with the expected canceled date and time as set by the time zone offset value in the registry settings. Verify the "Canceled By" field is populated with the expected practitioner. Navigate to the "Received" status lab result. Verify the "Status" field is populated as "Received". Verify the "Received Date/Time" field is populated with the expected received date and time as set by the time zone offset value in the registry settings. Navigate to the "Resulted" status lab result. Verify the "Status" field is populated as "Resulted". Verify the "Resulted Date/Time" field is populated with the expected resulted date and time as set by the time zone offset value in the registry settings. Navigate to the "Corrected" status lab result. Verify the "Status" field is populated as "Corrected". Verify the "Corrected Date/Time" field is populated with the expected corrected date and time as set by the time zone offset value in the registry settings. Navigate to the "Voided" status lab result. Verify the "Status" field is populated as "Voided". Verify the "Voided Date/Time" field is populated with the expected voided date and time as set by the time zone offset value in the registry settings. In Avatar, navigate to the "Flowsheet" widget. Select the client with the microbiology results. Click the "Microbiology" tab. Navigate to the "Ordered" status microbiology result. Verify the "Status" field is populated as "Ordered". Verify the "Ordered Date/Time" field is populated with the expected order date and time as set by the time zone offset value in the registry settings. Navigate to the "Collected" status microbiology result. Verify the "Status" field is populated as "Collected". Verify the "Specimen Collected Date/Time" field is populated with the expected collected date and time as set by the time zone offset value in the registry settings. Navigate to the "Correction" status microbiology result. Verify the "Status" field is populated as "Correction". Verify the "Corrected" date and time is populated with the expected corrected date and time as set by the time zone offset value in the registry settings. Navigate to the "Received" status microbiology result. Verify the "Status" field is populated as "Received". Verify the "Received Date/Time" field is populated with the expected received date and time as set by the time zone offset value in the registry settings. Navigate to the "Preliminary" status microbiology result. Verify the "Status" field is populated as "Preliminary". Validate the "Preliminary" date and time is populated with the expected preliminary date and time as set by the time zone offset value in the registry settings. Navigate to the "Final" status microbiology result. Verify the "Status" field is populated as "Final". Verify the "Final" date and time is populated with the expected final date and time as set by the time zone offset value in the registry settings. Navigate to the "Canceled" status microbiology result. Verify the corresponding "Status" field is populated as "Canceled". Verify the corresponding "Canceled Time" field is populated with the expected canceled date and time as set by the time zone offset value in the registry settings. Navigate to the "Voided" status microbiology result. Verify the corresponding "Status" field is populated as "Voided". Verify the corresponding "Voided Time" field is populated with the expected voided date and time as set by the time zone offset value in the registry settings. 'ListEhrLaboratoryResult' SDK action - "Voided" results Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Flowsheet Scenario 1: Flowsheet - Validate the 'ListEhrLaboratoryResult' SDK action for lab order status Specific Setup: Have a client with a lab result configured with the following statuses: "Ordered" and "Voided". Steps In Avatar, navigate to the "Flowsheet" widget. Select the client with the lab results. Click the "Labs" tab. Verify the desired lab result is displayed as expected. Verify the corresponding "Status" field is populated with "Ordered" as expected. Click the "Status" field. 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 expected, similar to step 5. Verify the "Special Instructions" field is populated as expected. If applicable, verify the "Collected Date/Time" field is populated with the expected collection date and time. If applicable, verify the "Cancelled Date/Time" field is populated with the expected cancelled date and time. If applicable, verify the "Resulted Date/Time" field is populated with the expected resulted date and time. If applicable, verify the "Received Date/Time" field is populated only if 'specimenReceivedDate' field contains valid value in the payload with the expected resulted date and time. If applicable, verify the "Correction" field is populated with the expected correction date and time. Click [X]. Verify the "Order Details" dialog window is no longer displayed. Click "Include Voided Results" check box. Verify voided lab result is displayed as expected. Verify the corresponding "Status" field is populated with "Voided" as expected. Click the "Status" field. 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 expected, similar to step 22. If applicable, verify the "Voided Date/Time" field is populated with the expected voided date and time. Verify "Voided By" field is populated with expected practitioner. Click [X]. Verify the "Order Details" dialog window is no longer displayed. 'ListMicrobiologyResult' SDK action - "Voided" results Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Flowsheet Scenario 1: Flowsheet - Validate the 'ListMicrobiologyResult' SDK action for lab order status Specific Setup: Have a client with a microbiology result configured with the following statuses: "Ordered" and "Voided". Steps In Avatar, navigate to the "Flowsheet" widget. Select the client with the microbiology result. Click the "Microbiology" tab. Verify the desired microbiology result is displayed as expected. Verify the "Status" field is populated with "Ordered" as expected. Verify the "Order" 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 "Special Instructions" field is populated as expected. Verify the "Source" field is populated as expected. Verify the "Site" field is populated as expected. If applicable, verify the "Specimen Collected" field is populated with the expected collection date and time. If applicable, verify the "Correction Date/Time" field is populated with the expected correction date and time. Verify the "Communications" field is populated as expected. Verify the "Performing Lab" field is populated with the expected performing lab address. Navigate to the "Voided" microbiology result. Verify the title of the voided microbiology result has a strikeout and is updated with "VOID", as expected. Verify the "Voided by" field is populated with the expected practitioner and date and time. Verify the "REASON" field is populated with the expected reason. Verify the "Order" field is populated with the expected order ID and has a strikeout, as expected. Verify the "Ordered By" field is populated with the expected practitioner and has a strikeout, as expected. Verify the "Special Instructions" field is populated as expected and has a strikeout, as expected. Verify the "Source" field is populated as expected and has a strikeout, as expected. If applicable, verify the "Specimen Collected" field is populated with the expected collection date and time and has a strikeout, as expected. If applicable, verify the "Correction Date/Time" field is populated with the expected correction date and time and has a strikeout, as expected. Verify the "Communications" field is populated with a value and has a strikeout, as expected. Verify the "Performing Lab" field is populated with the expected performing lab address and has a strikeout, as expected. Flowsheet - "Resulted" Laboratory Results Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Flowsheet Scenario 1: Flowsheet - Validate the 'ListEhrLaboratoryResult' SDK action displays practitioner credentials for 'Resulted By' items Specific Setup: Have a client with lab results configured with the following status: "Resulted". Steps Access the "Flowsheet" widget. Verify the Flowsheet application is rendered as expected. Select the client with the required Lab results. Click the "Labs" collection tab. Verify the desired lab results are displayed as expected. Verify the result with the "Resulted" status is populated as expected. Click the "Status" field. Verify the "Status" field is populated with the "Resulted" value. Verify the "Placer Order Number" field is populated with the expected order ID. Verify the "Resulted Date/Time" field is populated with the expected resulted date and time. Verify the "Resulted By" field is populated with the expected practitioner. Click [x]. Flowsheet - "STAT" and "One Time Only" frequencies Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Flowsheet Order Entry Console Registry Settings (PM) Scenario 1: Flowsheet - Laboratory results - Validate "STAT" & "OTO" frequencies Specific Setup: Have access to the 'Orders Entry Console'. Must have access to the Flowsheet application and have 'Labs & Microbiology' assessments published. Steps In Avatar, navigate to the "Flowsheet" widget. Select the client from the pre-conditions. Click the "Labs" tab. Verify the client doesn't have any lab orders. Navigate to the "Avatar eMAR" widget. Search for the desired lab order in the 'New Order' field. Set the 'Frequency' as "Once". Enter the 'Start Date' field with an early time based on frequency configuration. Verify the 'First Collect' is displayed with the expected date and time based on the frequency configuration. Click [Add to Scratchpad]. Verify the 'Ordering Practitioner' is displayed with an expected practitioner. Click [Sign]. Repeat steps 1-3. Verify the desired lab order is displayed as expected. Verify the corresponding "Status" field is populated as "Ordered". Verify the 'Collected Date' is displayed as expected. Repeat steps 5-9. Update the 'Start Date' time after the frequency mode setup time. Verify the 'First Collect' date and time are displayed with tomorrow's date. Click [Add to Scratchpad]. Verify the 'Ordering Practitioner' is displayed with an expected practitioner. Click [Sign]. Navigate to the "Flowsheet" widget. Click the "Labs" tab. Repeat Steps 14-15. Verify the Collected date is displayed as expected based on the 'First Collect' time. Navigate to the 'Avatar eMAR' widget Search for lab order in 'New Order' field. Set the 'Frequency' as "STAT" Enter the 'Start Time' field with an early time based on the Frequency mode configuration. Verify the 'First Collect' field is displayed based on the Frequency mode configured time. Click [Add to Scratchpad]. Verify the 'Ordering practitioner' field is displayed with the expected practitioner. Click [Sign]. Navigate to the "Flowsheet" Widget. Click the 'Labs' tab. Navigate to the desired lab order. Verify the "Collected Time" is displayed with the actual ordered time in the 'Start Time' date value. Navigate to the "Avatar eMAR" widget. Search for lab order in the "New Order" field. Set the 'Frequency' as "Recurring" based on the Frequency mode configuration. Click [Add to Scratchpad]. Verify the 'Ordering Practitioner' is loaded with the expected practitioner. Click [Sign]. Navigate to the "Flowsheet" widget. Select the client with a lab order. Click the "Labs" tab. Navigate to the desired lab order. Verify the result with the "Ordered" status is populated as expected. Verify the lab order is displayed multiple times per day based on the Frequency mode time configuration. Click the "Status" field for the first iterative Lab order. Verify the Lab order number is generated without the index number. Click [x]. Navigate to the tenth occurrence lab order. Click the "Status" field Verify the Lab order is generated with the correct index number. Click [x]. Flowsheet - "Cancelled" and "Voided" Laboratory Results Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Flowsheet Order Entry Console Scenario 1: Flowsheet - Validate "Cancelled" and "Voided" lab results Specific Setup: Have access to the 'Order Entry Console'. Have a client with "Ordered" and "Voided" lab orders. Steps In Avatar, navigate to the "Flowsheet" widget Select the client with a lab order Click the "Labs" tab Verify the desired lab order is displayed as expected Verify the corresponding "Status" field is populated as "Ordered" 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 start 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" field is populated with the expected special instructions Click [X] Navigate to the "Orders Entry Console" Select the desired lab order from the "Orders" table Verify the 'Specimen Collection' popup is opened Select the 'Not Done - Remove Task' reason from the "Collection Event" Populate the "Ordering Practitioner" field Select 'Accept Specimen Collection Entered' option Verify the 'OK' button is enabled after step 19 Click [OK] Navigate back to the "Flowsheet" widget Verify the desired lab order is still displayed as expected Verify 'Voided' is not displayed for the lab order Verify the corresponding "Status" field is now populated as "Cancelled" Click [CANCELLED] 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 start date and time Verify the "Ordered By" field is populated with the expected practitioner Verify the "Status" field is populated as "Cancelled" Verify the "Cancelled By" is populated with the expected practitioner Verify the "Special Instructions" field is populated with the expected special instructions Verify the "Cancelled Date/Time" field is populated with the expected canceled date and time Click [X] Verify by default "Included Voided Results" checkbox is unchecked as expected Verify voided lab results are not displayed as expected Check the "Include Voided Results" checkbox Navigate to the desired lab order that has "Voided" lab results Verify the "Voided" lab results are displayed as expected Verify the 'Collected Time' has a strikeout with "VOID" displayed nearby Verify the 'Collected Result Information' has a strikeout for the particular lab result Click [Order Details] Verify the lab status is changed to "VOIDED" Verify the "Voided Date/Time" is filled with the voided lab result time Verify the "Voided By" is filled with the voided lab result practitioner name Click [X]	Topics • Registry Settings • Documentation • Assessments • Lab Results • ListMicrobiologyResult
Update 32 Summary \| Details Support for Bells Notes Integration Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: HomeView - My To Do's widget Document Routing Setup (PM) Scenario 1: Ambulatory Progress Notes (Diagnosis Entry) - Validate document routing Specific Setup: Have two users: [UserA] and [UserB] Both users have the "My To Do's" widget on their home view Document Routing is enabled in the 'Document Routing Setup' form for 'Ambulatory Progress Notes (Diagnosis Entry)' form User with access to 'Clinical Document Viewer' form [UserA] has an existing client admitted to Medical Note "ClientA" [UserA] with existing practitioner enrolled in Medical Note "Staff Member A" [UserB] with existing practitioner enrolled in Medical Note "Staff Member B" Steps Access the 'Ambulatory Progress Notes (Diagnosis Entry)' form. Select "ClientA" in the 'Select Client' field. Select "Independent Note" in the 'Progress Note For' field. Select the desired value in the 'Note Type' field. Enter the desired value in the 'Notes Field' field. Select "Final" in the 'Draft/Final' field. Click [Submit]. Validate that the 'Confirm Document' dialog is displayed with the progress note data, including an electronic signature at the bottom for "Staff Member A" as the Author. Click [Accept and Route]. Enter the desired value in the 'Password' field. Click [OK]. Validate the 'Route Document To' dialog is displayed. Search for "Staff Member B" in the "Add Approver" field. Click [Add]. Validate "Staff Member B" is added as an "Approver" and the "Approver" check box is selected. Click [Submit]. Log in as [UserB] and navigate to the "My To Do's" widget. Validate there is a To-Do for the progress note filed in the previous steps. Click [Approve Document]. Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Staff Member A" as Author and "Staff Member B" as Final Approver. Click [Accept]. Enter the password for "User B" in the 'Verify Password' dialog and click [OK]. Validate the To-Do is no longer displayed. Access the 'Clinical Document Viewer' form. Select "Individual" in the 'Select All or Individual Patient' field. Select "ClientA" in the 'Select Client' field. Select the desired value in the "Episode" field. Click [Process]. Select the document that was just finalized from the document list. Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Staff Member A" as Author and "Staff Member B" as Final Approver. Click [Close All Documents]. Validate the document is closed. Scenario 2: Verify MedNote progress note sign off with Document Routing and validate the My To Do's widget Specific Setup: Have two users: [UserA] and [UserB] Both users have the "My To Do's" widget on their home view Document Routing is enabled in the 'Document Routing Setup' form for [UserA] [UserA] has an existing client with an existing progress note with all the required fields filled out [ClientA] [UserB] with existing practitioner enrolled in Medical Note "PractitionerB" Steps Log into Avatar as [UserA]. Select [ClientA] and select the Medical Note widget. Click [Select Note]. Select [Edit] from the "Client's E&M Appointment" row. Verify the existence of the “Facesheet” tab. Complete all required fields on "Document" and "Finalize" tabs. Click the "Finalize" tab and complete all the required fields. Click [Generate Note]. Select "Complete" in the 'Completion Status' field. Click [Signed Off]. Verify Sign Off process completes. Verify the existence of the 'Document Routing' form. At the "Confirm Document" screen, click [Accept and Route]. Enter the password for [UserA] in the 'Verify Password' field. Click [OK]. At the "Route Document To" screen, search for [UserB] in the "Add Approver" field. Click [Add]. Validate [UserB] is added as an "Approver" and the "Approver" check box is selected. Click [Submit]. Log in as [UserB]. Navigate to the "My To Do's" widget. Locate the To Do just routed and click [Approve Document]. Verify the approver's name is displayed at the bottom of the progress note: "Electronically Signed by [PractitionerB]". Click [Accept] Validate the To Do is removed from the list. Scenario 3: Bells Notes Integration - Validate document routing for progress notes when a supervisor is not required. Specific Setup: myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate. A user is defined [UserA] with the following: Access to Bells Notes with an existing client admitted (Client A) Associated practitioner enrolled in Medical Note (Practitioner A) Access to the 'My To Do's' widget on the HomeView Must be logged in as this user Document Routing is enabled for the 'Additional Progress Note Information (CWS21015)' form in 'Document Routing Setup'. A supervisor is NOT required. A Progress Notes form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate. Steps Access the 'Scheduling Calendar' form. Right click in the 'Appointment Grid' and click [Add Appointment]. Enter the desired service code in the 'Service Code' field. Enter "Client A" in the 'Client' field. Select the desired value in the 'Episode Number' field. Validate the 'Practitioner' field is populated with "Practitioner A" Fill out all required fields. Click [Submit]. Validate successful submission. Validate the scheduled appointment is added to the 'Scheduling Calendar' form. Log into Bells Notes with existing login credentials. Click the "Agenda" section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes. Validate [Start Note] is displayed for the scheduled appointment on the right side of the Bells Notes. Click [Start Note] and verify the existence of the "Session Information" window. Fill out all required fields and select the desired note type. Validate user is able to start a note successfully. Verify the existence of "Client A" in the client header when note is started. Fill out all required fields and click [Sign Note]. Validate the "Sign Note" window pops up. Enter the desired value in the 'Pin' field and click [Sign]. Validate the warning messages "Note Signed Successfully" is displayed when note is signed off successfully. Validate the user is navigated to the "Agenda" page. Select the scheduled appointment and validate the appointment status is displayed as "Signed". Log into myAvatar as [UserA]. Navigate to the "My To Do's" widget. Locate the To Do just routed and click [Approve Document]. Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Practitioner A" as Author. Click [Accept]. Enter the password for "User A" in the 'Verify Password' dialog and click [OK]. Validate the To-Do is no longer displayed. Scenario 4: Bells Notes Integration - Validate document routing for progress notes when a supervisor is required. Specific Setup: myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate. A user is defined [UserA] with the following: Access to Bells Notes with an existing client admitted (Client A) Associated practitioner enrolled in Medical Note (Practitioner A) Access to the 'My To Do's' widget on the HomeView Must be logged in as this user A user is defined [UserB] with the following: Associated practitioner enrolled in Medical Note (Practitioner B) Access to the 'My To Do's' widget on the HomeView Document Routing is enabled for the 'Additional Progress Note Information (CWS21015)' form in 'Document Routing Setup'. A supervisor is required. A Progress Notes form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate. Steps Access the 'Scheduling Calendar' form. Right click in the 'Appointment Grid' and click [Add Appointment]. Enter the desired service code in the 'Service Code' field. Enter "Client A" in the 'Client' field. Select the desired value in the 'Episode Number' field. Validate the 'Practitioner' field is populated with "Practitioner A" Fill out all required fields. Click [Submit]. Validate successful submission. Validate the scheduled appointment is added to the 'Scheduling Calendar' form. Log into Bells Notes with existing login credentials. Click the "Agenda" section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes. Validate [Start Note] is displayed for the scheduled appointment on the right side of the Bells Notes. Click [Start Note] and verify the existence of the "Session Information" window. Fill out all required fields and select the desired note type. Validate user is able to start a note successfully. Verify the existence of "Client A" in the client header when note is started. Fill out all required fields and click [Sign Note]. Validate the "Sign Note" window pops up. Enter the desired value in the 'Pin' field and click [Sign]. Validate the warning messages "Note Signed Successfully" is displayed when note is signed off successfully. Validate the user is navigated to the "Agenda" page. Select the scheduled appointment and validate the appointment status is displayed as "Signed". Log into myAvatar as [UserB]. Navigate to the "My To Do's" widget. Locate the To Do just routed and click [Approve Document]. Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Practitioner A" as Author and "Practitioner B" as Supervisor. Click [Accept]. Enter the password for [UserB] in the 'Verify Password' dialog and click [OK]. Validate the To-Do is no longer displayed. Scenario 5: Bell Notes Integration - Validate progress notes when Document Routing is disabled Specific Setup: myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate. A user is defined [UserA] with the following: Access to Bells Notes with an existing client admitted (Client A) Associated practitioner enrolled in Medical Note Must be logged in as this user "Progress Notes" widget configured into myAvatar Document Routing is disabled for the 'Additional Progress Note Information (CWS21015)' form in 'Document Routing Setup'. A Progress Notes form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate. Steps Access the 'Scheduling Calendar' form. Right click in the 'Appointment Grid' and click [Add Appointment]. Enter the desired service code in the 'Service Code' field. Enter "Client A" in the 'Client' field. Select the desired value in the 'Episode Number' field. Fill out all required fields. Click [Submit]. Validate successful submission. Validate the scheduled appointment is added to the 'Scheduling Calendar' form. Log into Bells Notes with existing login credentials. Click the "Agenda" section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes. Validate [Start Note] is displayed for the scheduled appointment on the right side of the Bells Notes. Click [Start Note] and verify the existence of the "Session Information" window. Fill out all required fields and select the desired note type. Validate user is able to start a note successfully. Verify the existence of "Client A" in the client header when note is started. Fill out all required fields and click [Sign Note]. Validate the "Sign Note" window pops up. Enter the desired value in the 'Pin' field and click [Sign]. Validate the warning messages "Note Signed Successfully" is displayed when note is signed off successfully. Validate the user is navigated to the "Agenda" page. Select the scheduled appointment and validate the appointment status is displayed as "Signed". Log into myAvatar as [UserA]. Select "Client A" and select "Progress Notes" widget. Verify the Progress Note status is final on the signed off appointment with document routing disabled. 'CarePOV Management' - Support for Bells Notes Integration Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Bells Notes CarePOV Management Scenario 1: 'CarePOV Management' form - 'Bells Notes' section Steps Internal Testing Only	Topics • Progress Notes • CareFabric • Medical Note • CarePOV Management
Update 33 Summary \| Details The 'ClientEventUpdate' and 'ClientEventDischarge' SDK events Scenario 1: Validate the 'ClientEventDischarge' SDK event Steps Internal testing only. Scenario 2: Validate the 'ClientEventUpdate' SDK event Steps Internal testing only.	Topics • CareFabric • CareGuidance
Update 35 Summary \| Details Avatar CareFabric - Allergen Search Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Allergies and Hypersensitivities CareFabric Monitor Registry Settings (PM) Scenario 1: Validate the 'Enable Allergen Search Web Service' registry setting Specific Setup: CareFabric is configured and enabled. The 'Enable Allergen Search Web Service' registry setting is enabled. A client must have an active episode. (Client A) Steps Access the 'Registry Settings' form. Enter "Enable Allergen Search Web Service" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Select "Enable Allergen Search Web Service" and click [OK]. Validate the 'Registry Setting' field contains "Avatar CWS->CWS Utilities->Set System Defaults->CWS Allergies->->Enable Allergen Search Web Service". Validate the 'Registry Setting Detail' field contains: Use this registry setting to enable the Allergen Code search to derive its content via a web service that accesses Netsmart's cloud-based Service Oriented Architecture (SOA). Netsmart's cloud-based content provides Micromedex-derived Allergen Codes, and is supplemented with additional SNOMED-derived Allergen Codes as needed. Please note: This registry setting only allows for the value 'Y'. Please note: This is a onetime setup process. Once this registry setting is set to 'Y' it will enable the Allergy WebService Search and the Registry Setting value cannot be changed anymore. Please note: If the 'Avatar CareFabric' module is loaded and enabled (requires Avatar CareFabric 2022 Update #35) then the SDK based services will be used and it will no longer require the 'CareFabric Configuration' form to be submitted. Validate the 'Registry Setting Value' is set to "Y". Enter "Allergen Search Web Service URL" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Select "Allergen Search Web Service URL" and click [OK]. Validate the 'Registry Setting' field contains "Avatar CWS->CWS Utilities->Set System Defaults->CWS Allergies->->Allergen Search Web Service URL". Validate the 'Registry Setting Detail' field contains: Enter the URL where the allergen search web service resides. If entered, the allergen search process will use this and it will no longer require the 'CareFabric Configuration' form to be submitted. Please note: This registry setting only takes effect when the 'Enable Allergen Search Web Service' is enabled. Please note: If the 'Avatar CareFabric' module is loaded and enabled (requires Avatar CareFabric 2022 Update #35) then the SDK based services will be used and this registry setting will be disregarded. Please contact your Netsmart representative for more information on this and other available web services. Please note: the 'Allergen Search Web Service URL' registry setting will now only be required when the 'Enable Allergen Search Web Service' registry setting is enabled and CareFabric is NOT enabled. Close the form. Select "Client A" and access the 'Allergies and Hypersensitivities' form. Select "No" in the 'Known Medication Allergies' field. Select "No" in the 'Known Food Allergies' field. Click [Update]. Validate the 'Allergies and Hypersensitivities' grid is displayed. Click [New Row]. Search for any value in the 'Allergen/Reactant' field. Validate the allergen search returns successfully and select the desired value. Populate all other required and desired fields. Click [Save] and [Submit]. Scenario 2: File an allergy in OrderConnect and validate it displays in the 'Allergies and Hypersensitivities' form Specific Setup: User with existing Provider login credentials in myAvatar OrderConnect must be installed and configured to communicate with myAvatar and vice versa User with a client enrolled in an existing episode "Client A" User has access to the 'Allergies and Hypersensitivities' form User has access to the 'Registry Settings' form 'Avatar CWS->CWS Utilities->Set System Defaults->CWS Allergies->->Enable Allergy Integration with OrderConnect' is set to "Y" Avatar CWS->CWS Utilities->Set System Defaults->CWS Allergies->->Set 'Allergies/Hypersensitivities Reviewed' If Allergies Are Updated is set to "Y" User has access to the 'SYSTEM.cw_client_allergies_review' SQL table in the 'User Definition' form Steps Select "Client A" and access the 'Launch OrderConnect' form. Click [Launch OrderConnect]. Verify the 'OrderConnect Chart' is displayed. Click [Allergies] and [Add Allergy]. Verify the 'Allergy Search/Assign' dialog is displayed. Select any value in the 'Type' field. Enter any value in the 'Search Term' field. Click [Search]. Select the desired value and click [Add]. Verify the 'Add Allergy - Attributes' dialog is displayed. Select any value in the 'Reaction' field. Select any value in the 'Severity' field. Click [Add]. Validate a "Message from webpage" message is displayed stating: Are you sure you want to add this Allergy to the patient record. Click [OK] and [Close Chart]. Close the form. Select "Client A" and access the 'Allergies and Hypersensitivities' form. Validate the client header contains the reviewed status "Allergies Reviewed = Yes". Click [Update]. Verify the 'Allergies and Hypersensitivities' table is displayed. Validate the 'Allergies and Hypersensitivities' table contains the Allergy filed through OrderConnect in the previous steps. Click [Close/Cancel] and [Submit]. Access Crystal Reports or other SQL reporting tool. Create a report using the 'SYSTEM.cw_client_allergies_review' table. Validate a row is displayed for the review information for "Client A". Validate the 'PATID' field contains the Client ID for "Client A". Validate the 'reviewed_code' field contains "Y" for the saved allergy in the previous steps. Validate the 'reviewed_value' field contains "Yes" for the saved allergy in the previous steps. Close the report. Scenario 3: Allergies and Hypersensitivities - Add/Edit Allergies Specific Setup: CareFabric is configured and enabled. The 'Enable Allergen Search Web Service' registry setting is enabled. A client must have an active episode. (Client A) Steps Select "Client A" and access the 'Allergies and Hypersensitivities' form. Select "No" in the 'Known Medication Allergies' field. Select "No" in the 'Known Food Allergies' field. Click [Update]. Validate the 'Allergies and Hypersensitivities' grid is displayed. Click [New Row]. Search for and select any value in the 'Allergen/Reactant' field. Enter the 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]. Select "Client A" and access the 'Allergies and Hypersensitivities' form. Click [Update]. Validate the 'Allergies and Hypersensitivities' grid contains the allergy filed in the previous steps. Select "Inactive" in the 'Status' field. Click [Save] and [Submit]. Select "Client A" and access the 'Allergies and Hypersensitivities' form. Click [Update]. Validate the 'Allergies and Hypersensitivities' grid contains the allergy with the "Inactive" status. Click [Close/Cancel] and close the form.	Topics • Allergies • CareFabric • Registry Settings • Allergies and Hypersensitivities
Update 38 Summary \| Details Bells Notes Integration - Service Locations Scenario 1: Bells Notes Integration - Validate service locations display based on the selected service program Specific Setup: myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate. A user is defined [UserA] with the following: Access to Bells Notes with an existing client admitted (Client A) Associated practitioner enrolled in Medical Note Existing locations associated with the program for the current episode Must be logged in as this user Steps Access the 'Scheduling Calendar' form. Right click in the 'Appointment Grid' and click [Add Appointment]. Enter "Client A" in the 'Client' field. Select the desired value in the 'Episode Number' field. Select the desired value in the 'Program' field. Click the 'Location' field. Validate that the 'Location' field displays the associated locations for the selected program. Select the desired value in the 'Location' field. Fill out all required fields. Click [Submit]. Validate successful submission. Log into Bells Notes with existing login credentials. Click the "Patients" section and populate the 'Search Patients' field with "Client A". Verify the existence of a patient's row displayed for "Client A" and select it. Verify the existence of [Start Note] and click it. Verify the existence of the "Session Information" window. Select the desired value in the 'Episode' field. Select the desired value in the 'Program' field. Click the 'Service Facility' field. Validate that the 'Service Facility' field displays the associated locations for the selected program. Validate that the associated locations in the 'Service Facility' field matches to the associated locations in the 'Location' field in 'Appointment Details' form. Select the desired value in the 'Service Facility' field. Fill out all required fields and select the desired note type. Validate user is able to start a note successfully.	Topics • Scheduling Calendar • CareFabric
2.9 Update 39 Summary \| Details Medical Note - No Known Allergies Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Allergies and Hypersensitivities CWS_Client_Allergies_List Current Medication Profile Allergies Scenario 1: No known Allergies - Validate the 'PutClient' SDK action Steps Internal Testing Only Medical Note - Reviewed Allergies Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Allergies and Hypersensitivities Scenario 1: Validate the 'GetOrganization' action when the 'Allergies/Hypersensitivities Reviewed' registry setting is set to "Y" Steps Internal testing only. Scenario 2: Reviewed Allergies - Validate the 'PutClient' SDK action Steps Internal Testing Only	Topics • Allergies • Medical Note • CareFabric
Update 40 Summary \| Details Avatar CareFabric is updated to support the 'EvvClientUpdated' SDK event Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: CarePOV Management Financial Eligibility CareFabric Monitor Scenario 1: Mobile Caregiver+ - Validate the 'EvvClientUpdated' event when 'Send Non EVV Payers' is set to "Yes" Specific Setup: Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative. A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A). A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). Must have a guarantor defined in the 'Guarantors/Payors' form that does not have "Medicaid" as a financial class (Guarantor A). The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form: "Yes" is selected in the 'Enable Mobile CareGiver+' field. "Yes" is selected in the 'Send Non EVV Payers' field. "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid. Steps Access the 'Admission' form. Enter any new values in the 'Client Search' dialog. Click [New Client] and [Yes]. Validate the 'Client Name' field contains the value entered in the previous steps. Please note: this is a required field for Mobile CareGiver+ integration. Select the desired value in the 'Sex' field. Please note: this is a required field for Mobile CareGiver+ integration. Enter the desired date in the 'Date of Birth' field. Please note: this is a required field for Mobile CareGiver+ integration. Enter the desired date in the 'Preadmit/Admission Date' field. Enter the desired time in the 'Preadmit/Admission Time' field. Select "Program A" in the 'Program' field. Select the desired value in the 'Type Of Admission' field. Select the desired practitioner in the 'Admitting Practitioner' field. Enter the desired value in the 'Social Security Number' field. Select the "Demographics" section. Enter the desired value in the 'Address - Street' field. Please note: this is a required field for Mobile CareGiver+ integration. Enter the desired value in the 'Zipcode' field. Please note: this is a required field for Mobile CareGiver+ integration. Enter the desired value in the 'Cell Phone' field. Please note: at least one phone number is a required field for Mobile CareGiver+ integration. Click [Submit]. Please note: this will be referred to as "Client A" from now on. Select "Client A" and access the 'Financial Eligibility' form. Select the "Guarantor Selection" section. Select "Guarantor A" in the 'Guarantor #' field. Select "(Non-Contract) Commercial" in the 'Guarantor Plan' field. Select "No" in the 'Customize Guarantor Plan' field. Select "Yes" in the 'Eligibility Verified' field. Enter the desired date in the 'Coverage Effective Date' field. Select "Self" in the 'Client's Relationship to Subscriber' field. Select "Yes" in the 'Subscriber Assignment Of Benefits' field. Enter the desired value in the 'Subscriber Policy #' field. Enter the desired value in the 'Subscriber Medicaid #' field. Select the desired value in the 'Subscriber Release Of Info' field. Select the "Financial Eligibility" section. Select "Guarantor A" in the 'Guarantor #1' field. Please note: this is a required field for Mobile CareGiver+ integration. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select "Client A" in the 'Client ID' field. Select "EvvClientUpdated" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains an "EvvClientUpdated" record for "Client A". Click [Click to View Record]. Validate the 'addresses' - 'addressID' - 'id' field contains "Client A's" PATID with an H on the end, indicating "Home". Validate the 'addresses' - 'city' field contains the city "Client A" lives in. Validate the 'addresses' - 'stateCode' field contains the state "Client A" lives in. Validate the 'addresses' - 'typeCode' - 'code' field contains "Home". Validate the 'addresses' - 'zipCode' field contains the zip code "Client A" lives in. Validate the birthDate' field contains "Client A's" birth date. Validate the 'clientGenderCode' - 'code' field contains "Client A's" gender (ex. F). Validate the 'clientGenderCode' - 'displayName' field contains "Client A's" gender (ex. Female). Validate the 'clientID' - 'id' field contains "Client A's" PATID. Validate the 'clientOrg' field contains the facility being used. Validate the 'insPlans' - 'effectiveStartDate' field contains the 'Coverage Effective Date' entered in the previous steps. Validate the 'insPlans' - 'insPayerID' - 'humanReadableValue' field contains "Guarantor A". Validate the 'insPlans' - 'insPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'. Validate the 'insPlans' - 'insPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'. Validate the 'insPlans' - 'mcgInsPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'. Validate the 'insPlans' - 'mcgInsPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'. Validate the 'policyID' field contains the 'Subscriber Policy #' entered in the previous steps. Validate the 'medicaidID' field contains the 'Subscriber Medicaid #' entered in the previous steps. Validate the 'name' - 'first' field contains "Client A's" first name. Validate the 'name' - 'last' field contains "Client A's" last name. Validate the 'phoneNumbers' - 'number' field contains "Client A's" phone number Validate the 'phoneNumbers' - 'phoneNumberID' - 'id' field contains "Client A's" PATID with an identifier at the end (ex. "PC" indicating Patient Cell, "PH" indicating Patient Home, or "PO" indicating Patient Office). Validate the 'phoneNumbers' - 'typeCode' - 'code' field contains the type of phone number (ex. Cell, Office, or Home). Validate the 'providerOrganizationID' - 'humanReadableValue' field contains the program code for "Program A". Validate the 'providerOrganizationID' - 'id' field contains the 'EVV Provider Organization ID' for "Program A". Close the report and the form. Scenario 2: Mobile Caregiver+ - Validate the 'EvvClientUpdated' event when 'Send Non EVV Payers' is set to "No" Specific Setup: Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative. A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A). A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). Must have at least two guarantors defined in the 'Guarantors/Payors' form. One does not have a "Medicaid" financial class (Guarantor A) and one must have a "Medicaid" financial class (Guarantor B). The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form: "Yes" is selected in the 'Enable Mobile CareGiver+' field. "No" is selected in the 'Send Non EVV Payers' field. "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid. "Guarantor B" has a row with all fields populated in the 'Payor Program ID' grid. Steps Access the 'Admission' form. Enter any new values in the 'Client Search' dialog. Click [New Client] and [Yes]. Validate the 'Client Name' field contains the value entered in the previous steps. Please note: this is a required field for Mobile CareGiver+ integration. Select the desired value in the 'Sex' field. Please note: this is a required field for Mobile CareGiver+ integration. Enter the desired date in the 'Date of Birth' field. Please note: this is a required field for Mobile CareGiver+ integration. Enter the desired date in the 'Preadmit/Admission Date' field. Enter the desired time in the 'Preadmit/Admission Time' field. Select "Program A" in the 'Program' field. Select the desired value in the 'Type Of Admission' field. Select the desired practitioner in the 'Admitting Practitioner' field. Enter the desired value in the 'Social Security Number' field. Select the "Demographics" section. Enter the desired value in the 'Address - Street' field. Please note: this is a required field for Mobile CareGiver+ integration. Enter the desired value in the 'Zipcode' field. Please note: this is a required field for Mobile CareGiver+ integration. Enter the desired value in the 'Cell Phone' field. Please note: at least one phone number is a required field for Mobile CareGiver+ integration. Click [Submit]. Please note: this will be referred to as "Client A" from now on. Select "Client A" and access the 'Financial Eligibility' form. Select the "Guarantor Selection" section. Select "Guarantor A" in the 'Guarantor #' field. Select "(Non-Contract) Commercial" in the 'Guarantor Plan' field. Select "No" in the 'Customize Guarantor Plan' field. Select "Yes" in the 'Eligibility Verified' field. Enter the desired date in the 'Coverage Effective Date' field. Select "Self" in the 'Client's Relationship to Subscriber' field. Select "Yes" in the 'Subscriber Assignment Of Benefits' field. Enter the desired value in the 'Subscriber Policy #' field. Enter the desired value in the 'Subscriber Medicaid #' field. Select the desired value in the 'Subscriber Release Of Info' field. Select the "Financial Eligibility" section. Select "Guarantor A" in the 'Guarantor #1' field. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select "Client A" in the 'Client ID' field. Select "EvvClientUpdated" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' does not contain an "EvvClientUpdated" record for "Client A". Close the report and the form. Select "Client A" and access the 'Financial Eligibility' form. Select the "Guarantor Selection" section. Click [Add New Row]. Select "Guarantor B" in the 'Guarantor #' field. Select "(Non-Contract) Commercial" in the 'Guarantor Plan' field. Select "No" in the 'Customize Guarantor Plan' field. Select "Yes" in the 'Eligibility Verified' field. Enter the desired date in the 'Coverage Effective Date' field. Select "Self" in the 'Client's Relationship to Subscriber' field. Select "Yes" in the 'Subscriber Assignment Of Benefits' field. Enter the desired value in the 'Subscriber Policy #' field. Enter the desired value in the 'Subscriber Medicaid #' field. Select the desired value in the 'Subscriber Release Of Info' field. Select the "Financial Eligibility" section. Select "Guarantor A" in the 'Guarantor #1' field. Select "Guarantor B" in the 'Guarantor #2' field. Please note: this is a required field for Mobile CareGiver+ integration. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select "Client A" in the 'Client ID' field. Select "EvvClientUpdated" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains an "EvvClientUpdated" record for "Client A". Click [Click to View Record]. Validate the 'addresses' - 'addressID' - 'id' field contains "Client A's" PATID with an H on the end, indicating"Home". Validate the 'addresses' - 'city' field contains the city "Client A" lives in. Validate the 'addresses' - 'stateCode' field contains the state "Client A" lives in. Validate the 'addresses' - 'typeCode' - 'code' field contains "Home". Validate the 'addresses' - 'zipCode' field contains the zip code "Client A" lives in. Validate the birthDate' field contains "Client A's" birth date. Validate the 'clientGenderCode' - 'code' field contains "Client A's" gender (ex. F). Validate the 'clientGenderCode' - 'displayName' field contains "Client A's" gender (ex. Female). Validate the 'clientID' - 'id' field contains "Client A's" PATID. Validate the 'clientOrg' field contains the facility being used. Validate the 'insPlans' - 'effectiveStartDate' field contains the 'Coverage Effective Date' entered in the previous steps. Validate the 'insPlans' - 'insPayerID' - 'humanReadableValue' field contains "Guarantor B". Validate the 'insPlans' - 'insPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'. Validate the 'insPlans' - 'insPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'. Validate the 'insPlans' - 'mcgInsPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'. Validate the 'insPlans' - 'mcgInsPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'. Validate the 'policyID' field contains the 'Subscriber Policy #' entered in the previous steps. Validate the 'medicaidID' field contains the 'Subscriber Medicaid #' entered in the previous steps. Validate the 'name' - 'first' field contains "Client A's" first name. Validate the 'name' - 'last' field contains "Client A's" last name. Validate the 'phoneNumbers' - 'number' field contains "Client A's" phone number Validate the 'phoneNumbers' - 'phoneNumberID' - 'id' field contains "Client A's" PATID with an identifier at the end (ex. "PC" indicating Patient Cell, "PH" indicating Patient Home, or "PO" indicating Patient Office). Validate the 'phoneNumbers' - 'typeCode' - 'code' field contains the type of phone number (ex. Cell, Office, or Home). Validate the 'providerOrganizationID' - 'humanReadableValue' field contains the program code for "Program A". Validate the 'providerOrganizationID' - 'id' field contains the 'EVV Provider Organization ID' for "Program A". Close the report and the form. Avatar CareFabric is updated to support the 'EvvResourceUpdated' SDK event Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Practitioner Enrollment Practitioner Information (Confidential) CareFabric Monitor Practitioner Termination Scenario 1: Mobile Caregiver+ - Validate the 'EvvResourceUpdated' event for an active practitioner Specific Setup: Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative. A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A). A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). The 'Enable Mobile CareGiver+' field must be set to "Yes" in the "Electronic Visit Verification" section of the 'CarePOV Management' form with all required fields populated. Steps Access the 'Practitioner Enrollment' form. Enter any new value in the 'Select Staff' dialog and click [New Staff]. Enter the desired value in the 'Name' field. Please note: this is a required field for Mobile CareGiver+ integration. Enter the desired date in the 'Registration Date' field. Enter the desired value in the 'Office Address - Zip Code' field. Enter the desired value in the 'Office Telephone (1)' field. Enter the desired value in the 'Cellular Telephone' field. Please note: this is a required field for Mobile CareGiver+ integration. Select the desired value in the 'Sex' field. Enter the desired value in the 'Staff EVV ID' field. Please note: this is a required field for Mobile CareGiver+ integration. Select the "Categories/Taxonomy" section. Select "Create New" in the 'Category/Taxonomy' field. Enter the desired date in the 'Effective Date' field. Select the desired value in the 'Practitioner Category' field. Select the desired value(s) in the 'Discipline' field. Select the desired value(s) in the 'Practitioner Categories For Coverage' field. Click [Add Practitioner Categories] and [OK]. Click [Submit]. Access the 'User Definition' field. Enter the desired value in the 'User ID' field. Enter the desired value in the 'User Description' field. Populate all required and desired fields. Select the "User Caseload" section. Select "Yes" in the 'Is User a Staff Member' field. Select the new practitioner in the 'Staff Member' field. Select the "Supplemental" section. Enter the desired value in the 'Social Security Number' field. Enter the desired value in the 'Organization Email Address' field. Please note: this is a required field for Mobile CareGiver+ integration. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select "EvvResourceUpdated" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains an "EvvResourceUpdated" record for the new practitioner. Click [Click to View Record]. Validate the 'emailAccounts' - 'address' field contains the 'Organization Email Address'. Validate the 'isActive' field contains "true". Validate the 'name' - 'first' field contains the practitioner's first name. Validate the 'name' - 'last' field contains the practitioner's last name. Validate the 'phoneNumber' - 'number' field contains the practitioner's phone number. Validate the 'phoneNumber' - 'phoneNumberID' - 'id' field contains the practitioner's ID with "SC" at the end indicating "Staff Cell". Validate the 'phoneNumber' - 'typeCode' - 'code' field contains "Cell". Validate the 'providerOrganizationIDs' - 'id' field contains the 'EVV Provider Organization ID'(s) filed in 'Program Maintenance'. Validate the 'resourceID' - 'id' field contains the practitioner's ID. Validate the 'resourceStateID' - 'id' field contains the 'Staff EVV ID'. Validate the 'resourceStateIDs' - id' field contains the 'Staff EVV ID'. Validate the 'ssn' field contains the practitioner's social security number. Close the report and the form. Scenario 2: Mobile Caregiver+ - Validate the 'EvvResourceUpdated' event for an inactive practitioner Specific Setup: Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative. A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A). A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). The 'Enable Mobile CareGiver+' field must be set to "Yes" in the "Electronic Visit Verification" section of the 'CarePOV Management' form with all required fields populated. Steps Access the 'Practitioner Enrollment' form. Enter any new value in the 'Select Staff' dialog and click [New Staff]. Enter the desired value in the 'Name' field. Please note: this is a required field for Mobile CareGiver+ integration. Enter the desired date in the 'Registration Date' field. Enter the desired value in the 'Office Address - Zip Code' field. Enter the desired value in the 'Office Telephone (1)' field. Enter the desired value in the 'Cellular Telephone' field. Please note: this is a required field for Mobile CareGiver+ integration. Select the desired value in the 'Sex' field. Enter the desired value in the 'Staff EVV ID' field. Please note: this is a required field for Mobile CareGiver+ integration. Select the "Categories/Taxonomy" section. Select "Create New" in the 'Category/Taxonomy' field. Enter the desired date in the 'Effective Date' field. Select the desired value in the 'Practitioner Category' field. Select the desired value(s) in the 'Discipline' field. Select the desired value(s) in the 'Practitioner Categories For Coverage' field. Click [Add Practitioner Categories] and [OK]. Click [Submit]. Access the 'User Definition' field. Enter the desired value in the 'User ID' field. Enter the desired value in the 'User Description' field. Populate all required and desired fields. Select the "User Caseload" section. Select "Yes" in the 'Is User a Staff Member' field. Select the new practitioner in the 'Staff Member' field. Select the "Supplemental" section. Enter the desired value in the 'Social Security Number' field. Enter the desired value in the 'Organization Email Address' field. Please note: this is a required field for Mobile CareGiver+ integration. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select "EvvResourceUpdated" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains an "EvvResourceUpdated" record for the new practitioner. Click [Click to View Record]. Validate the 'emailAccounts' - 'address' field contains the 'Organization Email Address'. Validate the 'isActive' field contains "true". Validate the 'name' - 'first' field contains the practitioner's first name. Validate the 'name' - 'last' field contains the practitioner's last name. Validate the 'phoneNumber' - 'number' field contains the practitioner's phone number. Validate the 'phoneNumber' - 'phoneNumberID' - 'id' field contains the practitioner's ID with "SC" at the end indicating "Staff Cell". Validate the 'phoneNumber' - 'typeCode' - 'code' field contains "Cell". Validate the 'providerOrganizationIDs' - 'id' field contains the 'EVV Provider Organization ID'(s) filed in 'Program Maintenance'. Validate the 'resourceID' - 'id' field contains the practitioner's ID. Validate the 'resourceStateID' - 'id' field contains the 'Staff EVV ID'. Validate the 'resourceStateIDs' - id' field contains the 'Staff EVV ID'. Validate the 'ssn' field contains the practitioner's social security number. Close the report and the form. Access the 'Practitioner Termination' form for the new practitioner. Enter the desired date in the 'Termination Date' field. Select the desired value in the 'Reason For Termination' field. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select "EvvResourceUpdated" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains a second "EvvResourceUpdated" record for the now terminated practitioner. Click [Click to View Record]. Validate the 'isActive' field now contains "false". Close the report and the form. CarePOV Management - Support for Mobile CareGiver+ Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: CarePOV Management Financial Eligibility CareFabric Monitor Scenario 1: Mobile Caregiver+ - Validate the 'EvvClientUpdated' event when 'Send Non EVV Payers' is set to "Yes" Specific Setup: Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative. A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A). A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). Must have a guarantor defined in the 'Guarantors/Payors' form that does not have "Medicaid" as a financial class (Guarantor A). The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form: "Yes" is selected in the 'Enable Mobile CareGiver+' field. "Yes" is selected in the 'Send Non EVV Payers' field. "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid. Steps Access the 'Admission' form. Enter any new values in the 'Client Search' dialog. Click [New Client] and [Yes]. Validate the 'Client Name' field contains the value entered in the previous steps. Please note: this is a required field for Mobile CareGiver+ integration. Select the desired value in the 'Sex' field. Please note: this is a required field for Mobile CareGiver+ integration. Enter the desired date in the 'Date of Birth' field. Please note: this is a required field for Mobile CareGiver+ integration. Enter the desired date in the 'Preadmit/Admission Date' field. Enter the desired time in the 'Preadmit/Admission Time' field. Select "Program A" in the 'Program' field. Select the desired value in the 'Type Of Admission' field. Select the desired practitioner in the 'Admitting Practitioner' field. Enter the desired value in the 'Social Security Number' field. Select the "Demographics" section. Enter the desired value in the 'Address - Street' field. Please note: this is a required field for Mobile CareGiver+ integration. Enter the desired value in the 'Zipcode' field. Please note: this is a required field for Mobile CareGiver+ integration. Enter the desired value in the 'Cell Phone' field. Please note: at least one phone number is a required field for Mobile CareGiver+ integration. Click [Submit]. Please note: this will be referred to as "Client A" from now on. Select "Client A" and access the 'Financial Eligibility' form. Select the "Guarantor Selection" section. Select "Guarantor A" in the 'Guarantor #' field. Select "(Non-Contract) Commercial" in the 'Guarantor Plan' field. Select "No" in the 'Customize Guarantor Plan' field. Select "Yes" in the 'Eligibility Verified' field. Enter the desired date in the 'Coverage Effective Date' field. Select "Self" in the 'Client's Relationship to Subscriber' field. Select "Yes" in the 'Subscriber Assignment Of Benefits' field. Enter the desired value in the 'Subscriber Policy #' field. Enter the desired value in the 'Subscriber Medicaid #' field. Select the desired value in the 'Subscriber Release Of Info' field. Select the "Financial Eligibility" section. Select "Guarantor A" in the 'Guarantor #1' field. Please note: this is a required field for Mobile CareGiver+ integration. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select "Client A" in the 'Client ID' field. Select "EvvClientUpdated" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains an "EvvClientUpdated" record for "Client A". Click [Click to View Record]. Validate the 'addresses' - 'addressID' - 'id' field contains "Client A's" PATID with an H on the end, indicating "Home". Validate the 'addresses' - 'city' field contains the city "Client A" lives in. Validate the 'addresses' - 'stateCode' field contains the state "Client A" lives in. Validate the 'addresses' - 'typeCode' - 'code' field contains "Home". Validate the 'addresses' - 'zipCode' field contains the zip code "Client A" lives in. Validate the birthDate' field contains "Client A's" birth date. Validate the 'clientGenderCode' - 'code' field contains "Client A's" gender (ex. F). Validate the 'clientGenderCode' - 'displayName' field contains "Client A's" gender (ex. Female). Validate the 'clientID' - 'id' field contains "Client A's" PATID. Validate the 'clientOrg' field contains the facility being used. Validate the 'insPlans' - 'effectiveStartDate' field contains the 'Coverage Effective Date' entered in the previous steps. Validate the 'insPlans' - 'insPayerID' - 'humanReadableValue' field contains "Guarantor A". Validate the 'insPlans' - 'insPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'. Validate the 'insPlans' - 'insPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'. Validate the 'insPlans' - 'mcgInsPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'. Validate the 'insPlans' - 'mcgInsPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'. Validate the 'policyID' field contains the 'Subscriber Policy #' entered in the previous steps. Validate the 'medicaidID' field contains the 'Subscriber Medicaid #' entered in the previous steps. Validate the 'name' - 'first' field contains "Client A's" first name. Validate the 'name' - 'last' field contains "Client A's" last name. Validate the 'phoneNumbers' - 'number' field contains "Client A's" phone number Validate the 'phoneNumbers' - 'phoneNumberID' - 'id' field contains "Client A's" PATID with an identifier at the end (ex. "PC" indicating Patient Cell, "PH" indicating Patient Home, or "PO" indicating Patient Office). Validate the 'phoneNumbers' - 'typeCode' - 'code' field contains the type of phone number (ex. Cell, Office, or Home). Validate the 'providerOrganizationID' - 'humanReadableValue' field contains the program code for "Program A". Validate the 'providerOrganizationID' - 'id' field contains the 'EVV Provider Organization ID' for "Program A". Close the report and the form. Scenario 2: CarePOV Management - 'Electronic Visit Verification' section - 'Mobile Caregiver+' integration Specific Setup: Avatar is configured to integrate with Mobile CareGiver+. This must be done by a Netsmart Representative. Please note: Selecting "Yes" to 'Enable Mobile CareGiver+' will disable any active integrations in the 'Electronic Visit Verification' section of the 'CarePOV Management' form. Steps Access the 'CarePOV Management' form. Select the "Electronic Visit Verification" section. Validate the 'Mobile CareGiver+' section is displayed. Validate the 'Enable Mobile CareGiver+' field is displayed. Select "Yes" in the 'Enable Mobile CareGiver+' field. Please note: when "Yes" is selected, certain fields on this form will now be hidden that are not relevant to this integration. If left blank, or if "No" is selected, all fields will display on the form. Validate the 'Send Non EVV Payers' field is displayed. Select the desired value in the 'Send Non EVV Payers' field. Validate the 'Require Authorization' field is displayed. Select the desired value in the 'Require Authorization' field. Validate the 'Require Cancellation Reason' field is displayed. Select the desired value in the 'Require Cancellation Reason' field. Validate the 'Cancelled Appointment Status' field is displayed. Select the desired value in the 'Cancelled Appointment Status' field. Validate the 'Require State Acceptance Before Billing' field is displayed. Select the desired value in the 'Require State Acceptance Before Billing' field. Select the desired value in the 'EVV Admin User ID' field. Select the desired value in the 'Progress Note Form' field. Select the desired value in the 'Save Progress Notes' field. Select the desired value in the 'Site' field. Enter the desired value in the 'Medicaid Provider ID' field. Select the desired value in the 'Provider Address To Be Sent' field. Click [New Row] in the 'Payor Program ID' grid. Select the desired guarantor in the 'Guarantor' field. Enter the desired value in the 'Payer ID' field. Enter the desired value in the 'Payer Program' field. Enter the desired value in the 'Insurance Plan ID' field. Enter the desired value in the 'MCG+ Payer ID' field. Enter the desired value in the 'MCG+ Insurance Plan ID' field. Repeat as needed for additional guarantor(s). Click [New Row] in the 'Progress Note Form Mapping' grid. Select the desired service code in the 'Service Code' field. Select the desired program in the 'Program' field. Select the desired progress note form in the 'Progress Note Form' field. Repeat as needed for additional mappings. Validate the 'Payloads' field contains "EvvClientUpdated" and "EvvResourceUpdated". Select "EvvClientUpdated" and "EvvResourceUpdated" in the 'Payloads' field. Click [Send EVV Payloads]. This will re-send events for any existing EVV clients/resources. Validate a message is displayed stating: Payloads will be sent in the background. You will be notified when the process is completed. Click [OK] and [Submit]. Validate a message is displayed stating: EVV payloads have been sent: "Resource #: Client #: Total #:" Please note: this may take a few minutes. Click [OK]. Access the 'CarePOV Management' form. Select the "Electronic Visit Verification" section. Validate all previously filed data is displayed as filed. Close the form. Scenario 3: Mobile Caregiver+ - Validate the 'EvvClientUpdated' event when 'Send Non EVV Payers' is set to "No" Specific Setup: Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative. A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A). A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). Must have at least two guarantors defined in the 'Guarantors/Payors' form. One does not have a "Medicaid" financial class (Guarantor A) and one must have a "Medicaid" financial class (Guarantor B). The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form: "Yes" is selected in the 'Enable Mobile CareGiver+' field. "No" is selected in the 'Send Non EVV Payers' field. "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid. "Guarantor B" has a row with all fields populated in the 'Payor Program ID' grid. Steps Access the 'Admission' form. Enter any new values in the 'Client Search' dialog. Click [New Client] and [Yes]. Validate the 'Client Name' field contains the value entered in the previous steps. Please note: this is a required field for Mobile CareGiver+ integration. Select the desired value in the 'Sex' field. Please note: this is a required field for Mobile CareGiver+ integration. Enter the desired date in the 'Date of Birth' field. Please note: this is a required field for Mobile CareGiver+ integration. Enter the desired date in the 'Preadmit/Admission Date' field. Enter the desired time in the 'Preadmit/Admission Time' field. Select "Program A" in the 'Program' field. Select the desired value in the 'Type Of Admission' field. Select the desired practitioner in the 'Admitting Practitioner' field. Enter the desired value in the 'Social Security Number' field. Select the "Demographics" section. Enter the desired value in the 'Address - Street' field. Please note: this is a required field for Mobile CareGiver+ integration. Enter the desired value in the 'Zipcode' field. Please note: this is a required field for Mobile CareGiver+ integration. Enter the desired value in the 'Cell Phone' field. Please note: at least one phone number is a required field for Mobile CareGiver+ integration. Click [Submit]. Please note: this will be referred to as "Client A" from now on. Select "Client A" and access the 'Financial Eligibility' form. Select the "Guarantor Selection" section. Select "Guarantor A" in the 'Guarantor #' field. Select "(Non-Contract) Commercial" in the 'Guarantor Plan' field. Select "No" in the 'Customize Guarantor Plan' field. Select "Yes" in the 'Eligibility Verified' field. Enter the desired date in the 'Coverage Effective Date' field. Select "Self" in the 'Client's Relationship to Subscriber' field. Select "Yes" in the 'Subscriber Assignment Of Benefits' field. Enter the desired value in the 'Subscriber Policy #' field. Enter the desired value in the 'Subscriber Medicaid #' field. Select the desired value in the 'Subscriber Release Of Info' field. Select the "Financial Eligibility" section. Select "Guarantor A" in the 'Guarantor #1' field. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select "Client A" in the 'Client ID' field. Select "EvvClientUpdated" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' does not contain an "EvvClientUpdated" record for "Client A". Close the report and the form. Select "Client A" and access the 'Financial Eligibility' form. Select the "Guarantor Selection" section. Click [Add New Row]. Select "Guarantor B" in the 'Guarantor #' field. Select "(Non-Contract) Commercial" in the 'Guarantor Plan' field. Select "No" in the 'Customize Guarantor Plan' field. Select "Yes" in the 'Eligibility Verified' field. Enter the desired date in the 'Coverage Effective Date' field. Select "Self" in the 'Client's Relationship to Subscriber' field. Select "Yes" in the 'Subscriber Assignment Of Benefits' field. Enter the desired value in the 'Subscriber Policy #' field. Enter the desired value in the 'Subscriber Medicaid #' field. Select the desired value in the 'Subscriber Release Of Info' field. Select the "Financial Eligibility" section. Select "Guarantor A" in the 'Guarantor #1' field. Select "Guarantor B" in the 'Guarantor #2' field. Please note: this is a required field for Mobile CareGiver+ integration. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select "Client A" in the 'Client ID' field. Select "EvvClientUpdated" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains an "EvvClientUpdated" record for "Client A". Click [Click to View Record]. Validate the 'addresses' - 'addressID' - 'id' field contains "Client A's" PATID with an H on the end, indicating"Home". Validate the 'addresses' - 'city' field contains the city "Client A" lives in. Validate the 'addresses' - 'stateCode' field contains the state "Client A" lives in. Validate the 'addresses' - 'typeCode' - 'code' field contains "Home". Validate the 'addresses' - 'zipCode' field contains the zip code "Client A" lives in. Validate the birthDate' field contains "Client A's" birth date. Validate the 'clientGenderCode' - 'code' field contains "Client A's" gender (ex. F). Validate the 'clientGenderCode' - 'displayName' field contains "Client A's" gender (ex. Female). Validate the 'clientID' - 'id' field contains "Client A's" PATID. Validate the 'clientOrg' field contains the facility being used. Validate the 'insPlans' - 'effectiveStartDate' field contains the 'Coverage Effective Date' entered in the previous steps. Validate the 'insPlans' - 'insPayerID' - 'humanReadableValue' field contains "Guarantor B". Validate the 'insPlans' - 'insPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'. Validate the 'insPlans' - 'insPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'. Validate the 'insPlans' - 'mcgInsPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'. Validate the 'insPlans' - 'mcgInsPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'. Validate the 'policyID' field contains the 'Subscriber Policy #' entered in the previous steps. Validate the 'medicaidID' field contains the 'Subscriber Medicaid #' entered in the previous steps. Validate the 'name' - 'first' field contains "Client A's" first name. Validate the 'name' - 'last' field contains "Client A's" last name. Validate the 'phoneNumbers' - 'number' field contains "Client A's" phone number Validate the 'phoneNumbers' - 'phoneNumberID' - 'id' field contains "Client A's" PATID with an identifier at the end (ex. "PC" indicating Patient Cell, "PH" indicating Patient Home, or "PO" indicating Patient Office). Validate the 'phoneNumbers' - 'typeCode' - 'code' field contains the type of phone number (ex. Cell, Office, or Home). Validate the 'providerOrganizationID' - 'humanReadableValue' field contains the program code for "Program A". Validate the 'providerOrganizationID' - 'id' field contains the 'EVV Provider Organization ID' for "Program A". Close the report and the form.	Topics • Electronic Visit Verification
Update 41 Summary \| Details Bells Notes Integration - 'Site Specific Section Modeling' in Progress Notes Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: TO DO'S Scenario 1: To Do approval for Progress Note form with Document Routing Specific Setup: A client must be admitted to an active episode (Client A). Have a progress note form enabled for document routing UserA is staff member and has the "My To do's" widget on their 'myDay' view Steps Select Client A and access the 'Progress Notes (Group and Individual)' form. Select any value from the 'Select Episode' field. Select any value from the 'Progress Note For' field. Select any value from the 'Note Type' field. Complete the remaining required fields. Select 'Final' from the 'Draft/Final' field. Click [Submit Note]. Click [Sign and Route] Set the 'Password' field to the password of the logged in user. Click [Verify]. Set the 'Supervisor' field to any value (for testing add the practitioner associated to the current logged in user) to route to yourself. Click [Add] and [Submit]. Access the 'My To Do's' widget. In the 'Documents to Sign' section, select the newly created 'To Do' for Client A. Click [Review]. Validate that the 'Sign' button remains disabled until the 'Document Preview' displays the document. Once enabled, click [Accept] and [Sign]. Set the 'Password' field to the password of the logged in user. Click [Verify]. Validate that the 'To Do' is removed from the 'My To Do's' list ('Documents to Sign') section. Scenario 2: To Do approval for Progress Note form with Document Routing Specific Setup: A client must be admitted to an active episode (Client A). Have a progress note form enabled for document routing UserA is staff member and has the "My To do's" widget on their 'myDay' view Steps Select Client A and access the 'Progress Notes (Group and Individual)' form. Select any value from the 'Select Episode' field. Select any value from the 'Progress Note For' field. Select any value from the 'Note Type' field. Complete the remaining required fields. Select 'Final' from the 'Draft/Final' field. Click [Submit Note]. Click [Sign and Route] Set the 'Password' field to the password of the logged in user. Click [Verify]. Set the 'Supervisor' field to any value (for testing add the practitioner associated to the current logged in user) to route to yourself. Click [Add] and [Submit]. Access the 'My To Do's' widget. In the 'Documents to Sign' section, select the newly created 'To Do' for Client A. Click [Review]. Validate that the 'Sign' button remains disabled until the 'Document Preview' displays the document. Once enabled, click [Accept] and [Sign]. Set the 'Password' field to the password of the logged in user. Click [Verify]. Validate that the 'To Do' is removed from the 'My To Do's' list ('Documents to Sign') section. Scenario 3: Bells Notes Integration - validate 'Site Specific Section Modeling' in progress notes when document routing is enabled Specific Setup: myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate. A progress notes form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate. (Form A) "Form A" must have document routing enabled and fields added via 'Site Specific Section Modeling'. The same fields must exist in Bells Notes. A user is defined with the following (User A): Access to Bells Notes Associated practitioner Does not require a supervisor's approval for document routing Access to the 'My To Do's' widget on the HomeView A client is enrolled in an existing episode (Client A). Steps Log into Bells Notes with existing login credentials for "User A". Search for "Client A". Click [Start Note] and verify the existence of the 'Session Information' window. Fill out all required fields and select the desired note type. Verify the existence of "Client A" in the client header when note is started. Fill out all required fields including fields added via 'Site Specific Section Modeling'. Click [Sign Note]. Validate the Sign Note' dialog is displayed. Enter the pin for "User A" in the 'Pin' field and click [Sign]. Validate a message is displayed stating: Note Signed Successfully. Log into myAvatar as "User A". Navigate to the "My To Do's" widget. Validate a To-Do is displayed for the progress note sent via Bells Notes for "Client A". Click [Approve Document]. Validate the progress note data is displayed, including the 'Site Specific Section Modeling' fields. Click [Accept]. Enter the password for "User A" in the 'Verify Password' field and click [OK]. Validate the To-Do is no longer displayed. Scenario 4: Bells Notes Integration - validate 'Site Specific Section Modeling' in progress notes when document routing is disabled Specific Setup: myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate. A progress notes form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate. (Form A) "Form A" does not have document routing enabled and has fields added via 'Site Specific Section Modeling'. The same fields must exist in Bells Notes. "Form A" must be accessible via the Chart View. A user is defined with the following (User A): Access to Bells Notes Associated practitioner Access to the 'My To Do's' widget. A client is enrolled in an existing episode (Client A). Steps Log into Bells Notes with existing login credentials for "User A". Search for "Client A". Click [Start Note] and verify the existence of the 'Session Information' window. Fill out all required fields and select the desired note type. Verify the existence of "Client A" in the client header when note is started. Fill out all required fields including fields added via 'Site Specific Section Modeling'. Click [Sign Note]. Validate the Sign Note' dialog is displayed. Enter the pin for "User A" in the 'Pin' field and click [Sign]. Validate a message is displayed stating: Note Signed Successfully. Log into myAvatar as "User A". Navigate to the "My To Do's" widget. Validate a To-Do is not displayed for the progress note sent via Bells Notes for "Client A" since document routing is not enabled. Navigate to the 'My Clients' widget. Double click on "Client A" to access the Chart View. Select "Form A" from the left-hand side, Validate the progress note sent via Bells Notes is displayed and contains the progress note data filed including the 'Site Specific Section Modeling' fields. Click [Close Chart].	Topics • Progress Notes
Update 42 Summary \| Details Bells Notes Integration - Progress Notes Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: TO DO'S Document Routing Setup (PM) HomeView - My To Do's widget Scenario 1: To Do approval for Progress Note form with Document Routing Specific Setup: A client must be admitted to an active episode (Client A). Have a progress note form enabled for document routing UserA is staff member and has the "My To do's" widget on their 'myDay' view Steps Select Client A and access the 'Progress Notes (Group and Individual)' form. Select any value from the 'Select Episode' field. Select any value from the 'Progress Note For' field. Select any value from the 'Note Type' field. Complete the remaining required fields. Select 'Final' from the 'Draft/Final' field. Click [Submit Note]. Click [Sign and Route] Set the 'Password' field to the password of the logged in user. Click [Verify]. Set the 'Supervisor' field to any value (for testing add the practitioner associated to the current logged in user) to route to yourself. Click [Add] and [Submit]. Access the 'My To Do's' widget. In the 'Documents to Sign' section, select the newly created 'To Do' for Client A. Click [Review]. Validate that the 'Sign' button remains disabled until the 'Document Preview' displays the document. Once enabled, click [Accept] and [Sign]. Set the 'Password' field to the password of the logged in user. Click [Verify]. Validate that the 'To Do' is removed from the 'My To Do's' list ('Documents to Sign') section. Scenario 2: Bells Notes Integration - Accept a note via the "Sign" section of the 'My To Do's' widget Specific Setup: myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate. A progress notes form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate. (Form A) "Form A" must have document routing enabled. A user is defined with the following (User A): Access to Bells Notes Associated practitioner Does not require a supervisor's approval for document routing Access to the 'My To Do's' widget on the HomeView. A client is enrolled in an existing episode (Client A). Steps Log into Bells Notes with existing login credentials for "User A". Search for "Client A". Click [Start Note] and verify the existence of the 'Session Information' window. Fill out all required fields and select the desired note type. Verify the existence of "Client A" in the client header when note is started. Fill out all required fields. Click [Sign Note]. Validate the Sign Note' dialog is displayed. Enter the pin for "User A" in the 'Pin' field and click [Sign]. Validate a message is displayed stating: Note Signed Successfully. Log into myAvatar as "User A". Navigate to the "My To Do's" widget. Select the "Sign" section. Validate the 'Search Documents' field contains the progress note document sent via Bells Notes for "Client A". Validate the 'Document' field contains the progress note data. Click [Accept]. Validate the 'Search Documents' field no longer contains the progress note document for "Client A". Validate the 'Accepted Documents' field contains the accepted progress note document for "Client A". Click [Sign All]. Enter the password for "User A" in the 'Verify Password' dialog and click [OK]. Validate the 'Accepted Documents' field no longer contains the progress note document for "Client A". Scenario 3: Bells Notes Integration - Accept a note via the "All" section of the 'My To Do's' widget Specific Setup: myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate. A progress notes form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate. (Form A) "Form A" must have document routing enabled. A user is defined with the following (User A): Access to Bells Notes Associated practitioner Does not require a supervisor's approval for document routing Access to the 'My To Do's' widget on the HomeView. A client is enrolled in an existing episode (Client A). Steps Log into Bells Notes with existing login credentials for "User A". Search for "Client A". Click [Start Note] and verify the existence of the 'Session Information' window. Fill out all required fields and select the desired note type. Verify the existence of "Client A" in the client header when note is started. Fill out all required fields. Click [Sign Note]. Validate the Sign Note' dialog is displayed. Enter the pin for "User A" in the 'Pin' field and click [Sign]. Validate a message is displayed stating: Note Signed Successfully. Log into myAvatar as "User A". Navigate to the "My To Do's" widget. Select the "All" section. Validate a To-Do is displayed for the progress note sent via Bells Notes for "Client A". Click [Approve Document]. Validate the progress note data is displayed. Click [Accept]. Enter the password for "User A" in the 'Verify Password' field and click [OK]. Validate the To-Do is no longer displayed. Scenario 4: Bells Notes Integration - Validate document routing for progress notes when a supervisor is not required Specific Setup: myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate. A user is defined [UserA] with the following: Access to Bells Notes with an existing client admitted (Client A) Associated practitioner enrolled in Medical Note (Practitioner A) Access to the 'My To Do's' widget on the HomeView Must be logged in as this user Document Routing is enabled for the 'Additional Progress Note Information (CWS21015)' form in 'Document Routing Setup'. A supervisor is NOT required. A Progress Notes form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate. Steps Access the 'Scheduling Calendar' form. Right click in the 'Appointment Grid' and click [Add Appointment]. Enter the desired service code in the 'Service Code' field. Enter "Client A" in the 'Client' field. Select the desired value in the 'Episode Number' field. Validate the 'Practitioner' field is populated with "Practitioner A" Fill out all required fields. Click [Submit]. Validate successful submission. Validate the scheduled appointment is added to the 'Scheduling Calendar' form. Log into Bells Notes with existing login credentials. Click the "Agenda" section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes. Validate [Start Note] is displayed for the scheduled appointment on the right side of the Bells Notes. Click [Start Note] and verify the existence of the "Session Information" window. Fill out all required fields and select the desired note type. Validate user is able to start a note successfully. Verify the existence of "Client A" in the client header when note is started. Fill out all required fields and click [Sign Note]. Validate the "Sign Note" window pops up. Enter the desired value in the 'Pin' field and click [Sign]. Validate the warning messages "Note Signed Successfully" is displayed when note is signed off successfully. Validate the user is navigated to the "Agenda" page. Select the scheduled appointment and validate the appointment status is displayed as "Signed". Log into myAvatar as [UserA]. Navigate to the "My To Do's" widget. Locate the To Do just routed and click [Approve Document]. Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Practitioner A" as Author. Click [Accept]. Enter the password for "User A" in the 'Verify Password' dialog and click [OK]. Validate the To-Do is no longer displayed. Scenario 5: Bells Notes Integration - Validate document routing for progress notes when a supervisor is required Specific Setup: myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate. A user is defined [UserA] with the following: Access to Bells Notes with an existing client admitted (Client A) Associated practitioner enrolled in Medical Note (Practitioner A) Access to the 'My To Do's' widget on the HomeView Must be logged in as this user A user is defined [UserB] with the following: Associated practitioner enrolled in Medical Note (Practitioner B) Access to the 'My To Do's' widget on the HomeView Document Routing is enabled for the 'Additional Progress Note Information (CWS21015)' form in 'Document Routing Setup'. A supervisor is required. A Progress Notes form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate. Steps Access the 'Scheduling Calendar' form. Right click in the 'Appointment Grid' and click [Add Appointment]. Enter the desired service code in the 'Service Code' field. Enter "Client A" in the 'Client' field. Select the desired value in the 'Episode Number' field. Validate the 'Practitioner' field is populated with "Practitioner A" Fill out all required fields. Click [Submit]. Validate successful submission. Validate the scheduled appointment is added to the 'Scheduling Calendar' form. Log into Bells Notes with existing login credentials. Click the "Agenda" section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes. Validate [Start Note] is displayed for the scheduled appointment on the right side of the Bells Notes. Click [Start Note] and verify the existence of the "Session Information" window. Fill out all required fields and select the desired note type. Validate user is able to start a note successfully. Verify the existence of "Client A" in the client header when note is started. Fill out all required fields and click [Sign Note]. Validate the "Sign Note" window pops up. Enter the desired value in the 'Pin' field and click [Sign]. Validate the warning messages "Note Signed Successfully" is displayed when note is signed off successfully. Validate the user is navigated to the "Agenda" page. Select the scheduled appointment and validate the appointment status is displayed as "Signed". Log into myAvatar as [UserB]. Navigate to the "My To Do's" widget. Locate the To Do just routed and click [Approve Document]. Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Practitioner A" as Author and "Practitioner B" as Supervisor. Click [Accept]. Enter the password for [UserB] in the 'Verify Password' dialog and click [OK]. Validate the To-Do is no longer displayed. Scenario 6: Bell Notes Integration - Validate progress notes when Document Routing is disabled Specific Setup: myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate. A user is defined [UserA] with the following: Access to Bells Notes with an existing client admitted (Client A) Associated practitioner enrolled in Medical Note Must be logged in as this user "Progress Notes" widget configured into myAvatar Document Routing is disabled for the 'Additional Progress Note Information (CWS21015)' form in 'Document Routing Setup'. A Progress Notes form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate. Steps Access the 'Scheduling Calendar' form. Right click in the 'Appointment Grid' and click [Add Appointment]. Enter the desired service code in the 'Service Code' field. Enter "Client A" in the 'Client' field. Select the desired value in the 'Episode Number' field. Fill out all required fields. Click [Submit]. Validate successful submission. Validate the scheduled appointment is added to the 'Scheduling Calendar' form. Log into Bells Notes with existing login credentials. Click the "Agenda" section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes. Validate [Start Note] is displayed for the scheduled appointment on the right side of the Bells Notes. Click [Start Note] and verify the existence of the "Session Information" window. Fill out all required fields and select the desired note type. Validate user is able to start a note successfully. Verify the existence of "Client A" in the client header when note is started. Fill out all required fields and click [Sign Note]. Validate the "Sign Note" window pops up. Enter the desired value in the 'Pin' field and click [Sign]. Validate the warning messages "Note Signed Successfully" is displayed when note is signed off successfully. Validate the user is navigated to the "Agenda" page. Select the scheduled appointment and validate the appointment status is displayed as "Signed". Log into myAvatar as [UserA]. Select "Client A" and select "Progress Notes" widget. Verify the Progress Note status is final on the signed off appointment with document routing disabled. Scenario 7: To Do approval for Progress Note form with Document Routing Specific Setup: A client must be admitted to an active episode (Client A). Have a progress note form enabled for document routing UserA is staff member and has the "My To do's" widget on their 'myDay' view Steps Select Client A and access the 'Progress Notes (Group and Individual)' form. Select any value from the 'Select Episode' field. Select any value from the 'Progress Note For' field. Select any value from the 'Note Type' field. Complete the remaining required fields. Select 'Final' from the 'Draft/Final' field. Click [Submit Note]. Click [Sign and Route] Set the 'Password' field to the password of the logged in user. Click [Verify]. Set the 'Supervisor' field to any value (for testing add the practitioner associated to the current logged in user) to route to yourself. Click [Add] and [Submit]. Access the 'My To Do's' widget. In the 'Documents to Sign' section, select the newly created 'To Do' for Client A. Click [Review]. Validate that the 'Sign' button remains disabled until the 'Document Preview' displays the document. Once enabled, click [Accept] and [Sign]. Set the 'Password' field to the password of the logged in user. Click [Verify]. Validate that the 'To Do' is removed from the 'My To Do's' list ('Documents to Sign') section.	Topics • Progress Notes • CareFabric
Update 43 Summary \| Details Avatar CareFabric - support for ProviderConnect Enterprise 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: Validate the 'GetCCPStatus' SDK action Steps Internal testing only.	Topics • ProviderConnect Enterprise
Update 44 Summary \| Details Telehealth - 'Launch Telehealth' form Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: CarePOV Management Launch Telehealth Scenario 1: Validate the 'Telehealth' section of the 'CarePOV Management' form and the 'Launch Telehealth' form Specific Setup: 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 on file in the 'Organizational Email Address' field An associated staff member that has hours for scheduling Access to the 'Launch Telehealth' form Steps Access the 'CarePOV Management' form. Validate the "Telehealth" section is displayed and select it. Validate the 'Telehealth Waiting Room URL' field is displayed. Validate a light bulb help message is displayed and click on it. Validate the help message contains: The URL will be used by the form 'Launch Telehealth' that will be used to launch the waiting room window of Netsmart's Telehealth 2.0 solution. Please note: The URL value must have the keyword 'OAUTHCODEINT', for example https://www.website.com?ac=OAUTHCODEINT https://www.website.com?testParam=1&sso=OAUTHCODEINT. Enter a valid URL in the 'Telehealth Waiting Room URL' field. Click [Submit]. Access the 'CarePOV Management' form. Select the "Telehealth" section. Validate the 'Telehealth Waiting Room URL' field contains the value filed in the previous steps. Close the form. Access the 'Launch Telehealth' form. Validate the Telehealth application is launched in the default browser. Close the Telehealth application. Validate the [Launch Telehealth] button is displayed in the form. Click [Launch Telehealth]. Validate the Telehealth application is launched in the default browser. Close the Telehealth application and the form.	Topics • Telehealth • CarePOV Management
Update 49 Summary \| Details Bells Notes Integration - Progress Notes (Group and Individual) Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Document Routing Setup (PM) HomeView - My To Do's widget Scenario 1: Bells Notes Integration - Validate document routing for progress notes when a supervisor is not required Specific Setup: myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate. A user is defined [UserA] with the following: Access to Bells Notes with an existing client admitted (Client A) Associated practitioner enrolled in Medical Note (Practitioner A) Access to the 'My To Do's' widget on the HomeView Must be logged in as this user Document Routing is enabled for the 'Additional Progress Note Information (CWS21015)' form in 'Document Routing Setup'. A supervisor is NOT required. A Progress Notes form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate. Steps Access the 'Scheduling Calendar' form. Right click in the 'Appointment Grid' and click [Add Appointment]. Enter the desired service code in the 'Service Code' field. Enter "Client A" in the 'Client' field. Select the desired value in the 'Episode Number' field. Validate the 'Practitioner' field is populated with "Practitioner A" Fill out all required fields. Click [Submit]. Validate successful submission. Validate the scheduled appointment is added to the 'Scheduling Calendar' form. Log into Bells Notes with existing login credentials. Click the "Agenda" section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes. Validate [Start Note] is displayed for the scheduled appointment on the right side of the Bells Notes. Click [Start Note] and verify the existence of the "Session Information" window. Fill out all required fields and select the desired note type. Validate user is able to start a note successfully. Verify the existence of "Client A" in the client header when note is started. Fill out all required fields and click [Sign Note]. Validate the "Sign Note" window pops up. Enter the desired value in the 'Pin' field and click [Sign]. Validate the warning messages "Note Signed Successfully" is displayed when note is signed off successfully. Validate the user is navigated to the "Agenda" page. Select the scheduled appointment and validate the appointment status is displayed as "Signed". Log into myAvatar as [UserA]. Navigate to the "My To Do's" widget. Locate the To Do just routed and click [Approve Document]. Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Practitioner A" as Author. Click [Accept]. Enter the password for "User A" in the 'Verify Password' dialog and click [OK]. Validate the To-Do is no longer displayed. Scenario 2: Bells Notes Integration - Accept a note via the "Sign" section of the 'My To Do's' widget Specific Setup: myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate. The 'Progress Notes (Group and Individual)' form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate. 'Progress Notes (Group and Individual)' must have document routing enabled. A user is defined with the following (User A): Access to Bells Notes Associated practitioner Does not require a supervisor's approval for document routing Access to the 'My To Do's' widget on the HomeView. A client is enrolled in an existing episode (Client A). Steps Log into Bells Notes with existing login credentials for "User A". Search for "Client A". Click [Start Note] and verify the existence of the 'Session Information' window. Fill out all required fields and select the desired note type. Verify the existence of "Client A" in the client header when note is started. Fill out all required fields. Click [Sign Note]. Validate the Sign Note' dialog is displayed. Enter the pin for "User A" in the 'Pin' field and click [Sign]. Validate a message is displayed stating: Note Signed Successfully. Log into myAvatar as "User A". Navigate to the "My To Do's" widget. Select the "Sign" section. Validate the 'Search Documents' field contains the progress note document sent via Bells Notes for "Client A". Validate the 'Document' field contains the progress note data. Click [Accept]. Validate the 'Search Documents' field no longer contains the progress note document for "Client A". Validate the 'Accepted Documents' field contains the accepted progress note document for "Client A". Click [Sign All]. Enter the password for "User A" in the 'Verify Password' dialog and click [OK]. Validate the 'Accepted Documents' field no longer contains the progress note document for "Client A". Scenario 3: Bells Notes Integration - Accept a note via the "All" section of the 'My To Do's' widget Specific Setup: myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate. The 'Progress Notes (Group and Individual)' form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate. The 'Progress Notes (Group and Individual)' form must have document routing enabled. A user is defined with the following (User A): Access to Bells Notes Associated practitioner Does not require a supervisor's approval for document routing Access to the 'My To Do's' widget on the HomeView. A client is enrolled in an existing episode (Client A). Steps Log into Bells Notes with existing login credentials for "User A". Search for "Client A". Click [Start Note] and verify the existence of the 'Session Information' window. Fill out all required fields and select the desired note type. Verify the existence of "Client A" in the client header when note is started. Fill out all required fields. Click [Sign Note]. Validate the Sign Note' dialog is displayed. Enter the pin for "User A" in the 'Pin' field and click [Sign]. Validate a message is displayed stating: Note Signed Successfully. Log into myAvatar as "User A". Navigate to the "My To Do's" widget. Select the "All" section. Validate a To-Do is displayed for the progress note sent via Bells Notes for "Client A". Click [Approve Document]. Validate the progress note data is displayed. Click [Accept]. Enter the password for "User A" in the 'Verify Password' field and click [OK]. Validate the To-Do is no longer displayed. Scenario 4: Bells Notes Integration - Validate document routing for progress notes when a supervisor is required Specific Setup: myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate. A user is defined [UserA] with the following: Access to Bells Notes with an existing client admitted (Client A) Associated practitioner enrolled in Medical Note (Practitioner A) Access to the 'My To Do's' widget on the HomeView Must be logged in as this user A user is defined [UserB] with the following: Associated practitioner enrolled in Medical Note (Practitioner B) Access to the 'My To Do's' widget on the HomeView Document Routing is enabled for the 'Additional Progress Note Information (CWS21015)' form in 'Document Routing Setup'. A supervisor is required. A Progress Notes form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate. Steps Access the 'Scheduling Calendar' form. Right click in the 'Appointment Grid' and click [Add Appointment]. Enter the desired service code in the 'Service Code' field. Enter "Client A" in the 'Client' field. Select the desired value in the 'Episode Number' field. Validate the 'Practitioner' field is populated with "Practitioner A" Fill out all required fields. Click [Submit]. Validate successful submission. Validate the scheduled appointment is added to the 'Scheduling Calendar' form. Log into Bells Notes with existing login credentials. Click the "Agenda" section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes. Validate [Start Note] is displayed for the scheduled appointment on the right side of the Bells Notes. Click [Start Note] and verify the existence of the "Session Information" window. Fill out all required fields and select the desired note type. Validate user is able to start a note successfully. Verify the existence of "Client A" in the client header when note is started. Fill out all required fields and click [Sign Note]. Validate the "Sign Note" window pops up. Enter the desired value in the 'Pin' field and click [Sign]. Validate the warning messages "Note Signed Successfully" is displayed when note is signed off successfully. Validate the user is navigated to the "Agenda" page. Select the scheduled appointment and validate the appointment status is displayed as "Signed". Log into myAvatar as [UserB]. Navigate to the "My To Do's" widget. Locate the To Do just routed and click [Approve Document]. Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Practitioner A" as Author and "Practitioner B" as Supervisor. Click [Accept]. Enter the password for [UserB] in the 'Verify Password' dialog and click [OK]. Validate the To-Do is no longer displayed. Scenario 5: Bell Notes Integration - Validate progress notes when Document Routing is disabled Specific Setup: myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate. A user is defined [UserA] with the following: Access to Bells Notes with an existing client admitted (Client A) Associated practitioner Must be logged in as this user "Progress Notes" widget configured into myAvatar A Progress Notes form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate. Document routing is disabled for the selected progress note form. Steps Access the 'Scheduling Calendar' form. Right click in the 'Appointment Grid' and click [Add Appointment]. Enter the desired service code in the 'Service Code' field. Enter "Client A" in the 'Client' field. Select the desired value in the 'Episode Number' field. Fill out all required fields. Click [Submit]. Validate successful submission. Validate the scheduled appointment is added to the 'Scheduling Calendar' form. Log into Bells Notes with existing login credentials. Click the "Agenda" section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes. Validate [Start Note] is displayed for the scheduled appointment on the right side of the Bells Notes. Click [Start Note] and verify the existence of the "Session Information" window. Fill out all required fields and select the desired note type. Validate user is able to start a note successfully. Verify the existence of "Client A" in the client header when note is started. Fill out all required fields and click [Sign Note]. Validate the "Sign Note" window pops up. Enter the desired value in the 'Pin' field and click [Sign]. Validate the warning messages "Note Signed Successfully" is displayed when note is signed off successfully. Validate the user is navigated to the "Agenda" page. Select the scheduled appointment and validate the appointment status is displayed as "Signed". Log into myAvatar as [UserA]. Select "Client A" and select "Progress Notes" widget. Verify the Progress Note status is final on the signed off appointment with document routing disabled.	Topics • Progress Notes • CareFabric
Update 53 Summary \| Details Avatar CareFabric - 'ListEhrMedicationOrder' SDK action Scenario 1: Active Medication Orders - Validate the ' ListEhrMedicationOrder' SDK action Steps Internal Testing Only	Topics • Medical Note • CareFabric • Active Medications • ListEhrMedicationOrder
Update 54 Summary \| Details Diagnosis - Date of Diagnosis Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Diagnosis Document.Diagnosis Scenario 1: Diagnosis - Validate the 'PutDiagnosis' SDK action Specific Setup: A user must be defined as a "Provider" and have the following: A client enrolled in an existing episode (Client A) A practitioner enrolled in Medical Note (Practitioner A) The 'Medical Note' widget accessible on the HomeView Steps Select "Client A" and access the ‘Diagnosis’ form. Select the desired episode row to edit and click [OK]. Click [Add]. Select any value in the 'Type of Diagnosis' field. Set the 'Date of Diagnosis' field to a date prior to the admission date. Verify the "Confirm" window is populated with "Date Entered is Prior To The Admit Date of The Selected Episode." and click [OK]. Set the 'Time of Diagnosis' field to any time. Click [New Row]. Select the desired value in the 'Diagnosis Search' field. Set the 'Diagnosing Practitioner' field to "Practitioner A". Populate all required and desired fields. Click [Submit] and [No]. Navigate to the 'Medical Note' widget. Verify the existence of the "Clinical Summary" tab. Click [Add Note]. Verify the existence of the "Note Details". Click the "Episode" drop down list and select the desired episode from the "Episode" drop down list. Complete the required fields in "Note Details" and verify the existence of the "Clinical Summary" tab. Click the "Document" tab. Click the "Diagnosis" menu. Verify the existence of the current diagnoses. Validate the newly entered diagnosis entry is displayed. Validate the date of diagnosis is populated as expected (date prior to admission date). Avatar CareFabric will populate the 'System Notes' column in the 'Problem List' form. Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Problem List Scenario 1: SDK action PutIntegratedCareVisitDiagnosisSet diagnosis validation Steps Internal testing only	Topics • Diagnosis • Problem List • CareFabric
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 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