Avatar CareFabric 2022 Quarterly Release 2022.03 Acceptance Tests

• A client must be enrolled in an existing episode (Client A).

1. Access the 'Query for External CCD' form.
2. Select "Client A" in the 'Client Search' field.
3. Select an organization in the 'Organization Name or Zip' field.
4. Click [Search CCDs].
5. Select a CCD in the 'Available CCDs' field.
6. Enter the desired provider in the 'Provider Referred To' field.
7. Click [Preview].
8. Validate the CCD is displayed and close it.
9. Click [Save].
10. Validate an "Information" message is displayed stating: Saved.
11. Click [OK] and close the form.
12. Access the 'CareFabric Monitor' form.
13. Enter the current date in the 'From Date' and 'Through Date' fields.
14. Enter "Client A" in the 'Client ID' field.
15. Enter "ExternalDataAckowledgementCreated" in the 'Event/Action Search' field.
16. Click [View Activity Log].
17. Validate the 'CareFabric Monitor Report' contains an 'ExternalDataAcknowledgementCreated' record.
18. Click [Click To View Record].
19. Validate the 'referredToProviderID' - 'id' field contains the provider ID selected in the previous steps.
20. Close the report and the form.
21. Access Crystal Reports or other SQL Reporting Tool.
22. Create a report using the 'SYSTEM.ccd_tempstorage' table.
23. Validate a row is displayed for the CCD saved in the previous steps.
24. Validate the 'PATID' field contains "Client A".
25. Validate the 'provider_referred_to' field contains the provider ID selected in the previous steps.
26. Validate the 'provider_referred_to_name' field contains the provider name selected in the previous steps.
27. Close the report.

1. Access the 'CareConnect HIE Configuration' form.
2. Select the "Carequality Configuration" section.
3. Enter the desired zip code in the 'Organization Name or Zip' field.
4. Validate the 'Within N Miles of Zip' field is displayed.
5. Select the 'Within N Miles of Zip' help message.
6. Validate the following message is displayed: This field can be used to further limit the external provider results when a zip code is entered.
7. Close the help message.
8. Enter the desired value in the 'Within N Miles of Zip' field.
9. Click [Search].
10. Validate the applicable organizations are displayed in the 'Select Organization(s)' field.
11. Select the desired organization in the 'Select Organization(s)' field.
12. Validate the selected organization is now listed in the 'Organization: Exceptions and Favorites' grid.
13. Select the desired value in the 'Status' field for the new organization.
14. Click [Submit].

• A client is enrolled in an existing episode (Client A).

1. Access the 'Query for External CCD' form.
2. Select "Client A" in the 'Client Search' field.
3. Enter the desired zip code in the 'Organization Name or Zip' field.
4. Validate the 'Within N Miles of Zip' field is displayed.
5. Select the 'Within N Miles of Zip' help message.
6. Validate the following message is displayed: This field can be used to further limit the external provider results when a zip code is entered.
7. Close the help message.
8. Enter the desired value in the 'Within N Miles of Zip' field.
9. For Avatar NX users only, please note: due to a known issue with the field display in Avatar NX, please populate the text box below the 'Miles of Zip' field and disregard the text box below the 'Within' field.
10. Click [Search].
11. Validate the applicable organizations are displayed in the 'Organizations' grid.
12. Click [Clear].
13. Validate the organizations are no longer displayed in the 'Organizations' grid.
14. Close the form.

• A client must be enrolled in an existing episode (Client A).

1. Access the 'Query for External CCD' form.
2. Select "Client A" in the 'Client Search' field.
3. Select an organization in the 'Organization Name or Zip' field.
4. Click [Search CCDs].
5. Select a CCD in the 'Available CCDs' field.
6. Enter the desired provider in the 'Provider Referred To' field.
7. Click [Preview].
8. Validate the CCD is displayed and close it.
9. Click [Save].
10. Validate an "Information" message is displayed stating: Saved.
11. Click [OK] and close the form.
12. Access the 'CareFabric Monitor' form.
13. Enter the current date in the 'From Date' and 'Through Date' fields.
14. Enter "Client A" in the 'Client ID' field.
15. Enter "ExternalDataAckowledgementCreated" in the 'Event/Action Search' field.
16. Click [View Activity Log].
17. Validate the 'CareFabric Monitor Report' contains an 'ExternalDataAcknowledgementCreated' record.
18. Click [Click To View Record].
19. Validate the 'referredToProviderID' - 'id' field contains the provider ID selected in the previous steps.
20. Close the report and the form.
21. Access Crystal Reports or other SQL Reporting Tool.
22. Create a report using the 'SYSTEM.ccd_tempstorage' table.
23. Validate a row is displayed for the CCD saved in the previous steps.
24. Validate the 'PATID' field contains "Client A".
25. Validate the 'provider_referred_to' field contains the provider ID selected in the previous steps.
26. Validate the 'provider_referred_to_name' field contains the provider name selected in the previous steps.
27. Close the report.

• Avatar is configured to integrate with CareConnect and vice versa.
• A client is enrolled in an existing episode (Client A).
• User has access to the 'SYSTEM.health_info_export_log' table in 'User Definition'.
• The 'Output Path On Server For Electronic Files' field must be defined in the 'Facility Defaults' form.

1. Access the 'Registry Settings' form.
2. Enter "Public Health Reporting Service URL" in the 'Limit Registry Settings to the Following Search Criteria' field.
3. Click [View Registry Settings].
4. Validate the 'Registry Setting' field contains "Avatar CWS->Clinical Information Exchange->->->->Public Health Reporting Service URL".
5. Validate the 'Registry Setting Details' field contains "Allows the URL of the Public Health Reporting Web Service to be specified by the value entered. Please note: If the 'Avatar CareFabric' module is loaded and enabled (requires Avatar CareFabric 2022 Update #36) then SDK based services will be used and the form 'Export Health Information' will no longer need this registry setting and it will no longer require the 'CareConnect Security Configuration' form to be submitted."
6. Close the form.
7. Select "Client A" and access the 'Health and Review of Systems' form.
8. Enter the current date in the 'Assessment Date' field.
9. Select "Established" in the 'Type Of Client' field.
10. Populate all desired fields.
11. Select "Yes" in the 'Include in 'Include In Syndromic Reporting' field.
12. Select "Final" in the 'Draft/Final' field.
13. Click [Submit] and [Yes].
14. Click [Add] to add another assessment.
15. Enter the current date in the 'Assessment Date' field.
16. Select "Established" in the 'Type Of Client' field.
17. Populate all desired fields.
18. Select "No" in the 'Include in 'Include In Syndromic Reporting' field.
19. Select "Final" in the 'Draft/Final' field.
20. Click [Submit] and [No].
21. Access the 'Export Health Information' form.
22. Select "Compile" in the 'Action' field.
23. Select "Public Health' in the 'Target Agency Type' field.
24. Enter the current date in the 'From Date' and 'Through Date' field.s
25. Select "Surveillance" in the 'Type of Information' field.
26. Click [Process].
27. Validate a message is displayed stating: Compile Complete.
28. Click [OK].
29. Validate a report is displayed with the assessment included in the compile.
30. Validate the report contains only the assessment that had "Yes" selected in the 'Include In Syndromic Reporting' field.
31. Close the report.
32. Select "Post" in the 'Action' field.
33. Select the file compiled in the previous steps.
34. Select "Flat File" in the 'Transmit Via' field.
35. Click [Process].
36. Validate a message is displayed stating: File(s) created.
37. Click [OK] and close the form.
38. Access Crystal Reports or other SQL Reporting tool.
39. Select the CWS namespace.
40. Create a report using the 'SYSTEM.health_info_export_log' table.
41. Validate there is a row displayed for only the assessment that had "Yes" selected in the 'Include In Syndromic Reporting' field that was posted in the previous steps.
42. Validate the 'PATID' field contains "Client A".
43. Validate the 'batch_id' field contains a unique identifier (ex. 66158.00001).
44. Validate the 'data_entry_by' field contains the user.
45. Validate the 'export_date' field contains the export date.
46. Validate the 'export_time' field contains the export time.
47. Validate the 'export_type_code' field contains "FlatFile".
48. Validate the 'export_type_value' field contains "Flat File".
49. Validate the 'link_to_source_data' field contains a unique id (ex. HRS66158.001).
50. Validate the 'source_activity_date' field contains the date the assessment was filed.
51. Access the 'Export Health Information' form.
52. Select "Compile" in the 'Action' field. Please note: we will be re-compiling the same data compiled in the previous steps.
53. Select "Public Health" in the 'Target Agency Type' field.
54. Enter the current date in the 'From Date' and 'Through Date' fields.
55. Select "Surveillance" in the 'Type of Information' field.
56. Click [Process].
57. Validate a message is displayed stating: Compile Complete.
58. Click [OK].
59. Validate a report is displayed with the assessment included in the compile.
60. Validate the report contains only the assessment that had "Yes" selected in the 'Include In Syndromic Reporting' field.
61. Close the report.
62. Select "Post" in the 'Action' field.
63. Select the file compiled in the previous steps.
64. Select "CareConnect" in the 'Transmit Via' field.
65. Click [Process].
66. Validate a message is displayed stating: Post Complete.
67. Click [OK].
68. After a few moments, select "View" in the 'Action' field.
69. Select the file posted in the previous steps.
70. Validate the 'CareConnect Status' field contains "Surveillance: Transmission Status: Sent". Please note: this may take a few moments before passing through the CareConnect queue.
71. Click [Process].
72. Validate a report is displayed with the assessment that has been posted.
73. Close the report and the form.
74. Access Crystal Reports or other SQL Reporting tool.
75. Refresh the report using the 'SYSTEM.health_info_export_log' table.
76. Validate a second row is displayed for the same assessment.
77. Validate the 'batch_id' field contains a unique identifier (ex. 66158.00002).
78. Validate the 'export_type_code' field contains "CareConnect".
79. Validate the 'export_type_value' field contains "CareConnect".
80. Validate the 'link_to_source_data' field contains the same value as the first row since it is the same assessment, it contains the same link (ex. HRS66158.001).
81. Close the report.

• Avatar is configured to integrate with CareConnect and vise versa.
• A client is enrolled in an existing episode (Client A).
• User has access to the 'SYSTEM.health_info_export_log' table in 'User Definition'.
• The 'Output Path On Server For Electronic Files' field must be defined in the 'Facility Defaults' form.
• The 'Provided By' data element is defined with "Facility" and "Other" dictionary values in the 'Dictionary Update (CWS)' form.
• The 'Facility or External Provider' extended dictionary value must be set to "Facility" for the "Facility" dictionary value.
• The 'Facility or External Provider' extended dictionary value must be set to any historical value for the "Other" dictionary value.

1. Access the 'Registry Settings' form.
2. Enter "Public Health Reporting Service URL" in the 'Limit Registry Settings to the Following Search Criteria' field.
3. Click [View Registry Settings].
4. Validate the 'Registry Setting' field contains "Avatar CWS->Clinical Information Exchange->->->->Public Health Reporting Service URL".
5. Validate the 'Registry Setting Details' field contains "Allows the URL of the Public Health Reporting Web Service to be specified by the value entered. Please note: If the 'Avatar CareFabric' module is loaded and enabled (requires Avatar CareFabric 2022 Update #36) then SDK based services will be used and the form 'Export Health Information' will no longer need this registry setting and it will no longer require the 'CareConnect Security Configuration' form to be submitted."
6. Close the form.
7. Access the 'Client Health Maintenance' form.
8. Select "Client A" in the 'Client ID' field.
9. Click [Update].
10. Select "Adenovirus Types 4 and 7 (143)" in the 'Vaccine' field.
11. Select the desired value in the 'Dose' field.
12. Select "Facility" in the 'Provided By' field.
13. Enter the current date in the 'Date' field.
14. Enter the current time in the 'Time' field.
15. Enter the desired value in the 'Amount' field.
16. Select the desired value in the 'Unit' field.
17. Select the desired value in the 'Route' field.
18. Enter the desired value in the 'NDC' field.
19. Select the desired value in the 'Manufacturer' field.
20. Enter the desired value in the 'Lot #' field.
21. Enter the desired date in the 'Exp Date' field.
22. Select the desired practitioner in the 'Ordered By' field.
23. Select the desired practitioner in the 'Administered By' field.
24. Select "New Immunization Record" in the 'Source Of Immunization' field.
25. Click [New Row].
26. Select "Anthrax (24)" in the 'Vaccine' field.
27. Enter the desired value in the 'Dose' field.
28. Select "Other" in the 'Provided By' field.
29. Enter the current date in the 'Date' field.
30. Enter the current time in the 'Time' field.
31. Select "Historical Information - From Birth Certificate" in the 'Source of Immunization' field.
32. Click [Save] and [Submit].
33. Access the 'Export Health Information' form.
34. Select "Compile" in the 'Action' field.
35. Select "Public Health' in the 'Target Agency Type' field.
36. Enter the current date in the 'From Date' and 'Through Date' field.s
37. Select "Immunizations" in the 'Type of Information' field.
38. Click [Process].
39. Validate a message is displayed stating: Compile Complete.
40. Click [OK].
41. Validate a report is displayed with the immunization included in the compile.
42. Validate the report contains only the immunization provided by "Facility".
43. Close the report.
44. Select "Post" in the 'Action' field.
45. Select the file compiled in the previous steps.
46. Select "Flat File" in the 'Transmit Via' field.
47. Click [Process].
48. Validate a message is displayed stating: File(s) created.
49. Click [OK] and close the form.
50. Access Crystal Reports or other SQL Reporting tool.
51. Select the CWS namespace.
52. Create a report using the 'SYSTEM.health_info_export_log' table.
53. Validate there is a row displayed for the immunization provided by the "Facility" that was posted in the previous steps.
54. Validate the 'PATID' field contains "Client A".
55. Validate the 'batch_id' field contains a unique identifier (ex. 66158.00001).
56. Validate the 'data_entry_by' field contains the user.
57. Validate the 'export_date' field contains the export date.
58. Validate the 'export_time' field contains the export time.
59. Validate the 'export_type_code' field contains "FlatFile".
60. Validate the 'export_type_value' field contains "Flat File".
61. Validate the 'link_to_source_data' field contains a unique id (ex. HMI.00001).
62. Validate the 'source_activity_date' field contains the date the immunization was filed.
63. Access the 'Export Health Information' form.
64. Select "Compile" in the 'Action' field. Please note: we will be re-compiling the same data compiled in the previous steps.
65. Select "Public Health" in the 'Target Agency Type' field.
66. Enter the current date in the 'From Date' and 'Through Date' fields.
67. Select "Immunizations" in the 'Type of Information' field.
68. Click [Process].
69. Validate a message is displayed stating: Compile Complete.
70. Click [OK].
71. Validate a report is displayed with the immunization included in the compile.
72. Validate the report contains only the immunization provided by "Facility".
73. Close the report.
74. Select "Post" in the 'Action' field.
75. Select the file compiled in the previous steps.
76. Select "CareConnect" in the 'Transmit Via' field.
77. Validate a message is displayed stating: Post Complete.
78. Click [OK].
79. After a few moments, select "View" in the 'Action' field.
80. Select the file posted in the previous steps.
81. Validate the 'CareConnect Status' field contains "Immunizations: Transmission Status: Sent". Please note: this may take a few moments before passing through the CareConnect queue.
82. Click [Process].
83. Validate a report is displayed with the immunization that has been posted.
84. Close the report and the form.
85. Access Crystal Reports or other SQL Reporting Tool.
86. Refresh the report using the 'SYSTEM.health_info_export_log' table.
87. Validate a second row is displayed for the immunization that has now been posted twice.
88. Validate the 'batch_id' field contains a unique identifier (ex. 66158.00002).
89. Validate the 'export_type_code' field contains "CareConnect".
90. Validate the 'export_type_value' field contains "CareConnect".
91. Validate the 'link_to_source_data' field contains the same value as the first row since it is the same immunization and not a new one (ex. HMI.00001).
92. Close the report.

• Avatar is configured to integrate with CareConnect and vise versa.
• A client is enrolled in an existing episode (Client A).
• User has access to the 'SYSTEM.health_info_export_log' table in 'User Definition'.
• The 'Output Path On Server For Electronic Files' field must be defined in the 'Facility Defaults' form.
• Must have a LOINC defined that has "Yes" selected in the 'Reportable LOINC Code' field in the 'Logical Observation Identifiers (LOINC)' form.
• Must have a LOINC defined that has "No" selected in the 'Reportable LOINC Code' field in the 'Logical Observation Identifiers (LOINC)' form.

1. Access the 'Registry Settings' form.
2. Enter "Public Health Reporting Service URL" in the 'Limit Registry Settings to the Following Search Criteria' field.
3. Click [View Registry Settings].
4. Validate the 'Registry Setting' field contains "Avatar CWS->Clinical Information Exchange->->->->Public Health Reporting Service URL".
5. Validate the 'Registry Setting Details' field contains "Allows the URL of the Public Health Reporting Web Service to be specified by the value entered. Please note: If the 'Avatar CareFabric' module is loaded and enabled (requires Avatar CareFabric 2022 Update #36) then SDK based services will be used and the form 'Export Health Information' will no longer need this registry setting and it will no longer require the 'CareConnect Security Configuration' form to be submitted."
6. Close the form.
7. Select "Client A" and access the 'Results Entry' form.
8. Select "Add" in the 'Add/Edit/Delete Result' field.
9. Enter the desired value in the 'Filler Order #' field.
10. Select the desired value in the 'Universal Service ID Code Lookup' field.
11. Enter the current date in the 'Specimen Collected Date' field.
12. Enter the current time in the 'Specimen Collected Time' field.
13. Enter the current date in the 'Specimen Received Date' field.
14. Enter the current time in the 'Specimen Received Time' field.
15. Click [File Header Info].
16. Validate a message is displayed stating: Header information filed.
17. Click [OK].
18. Select the "Result Details" section.
19. Select "Add" in the 'Add/Edit/Delete Result Detail' field.
20. Validate the 'Header' field contains the header filed in the previous steps.
21. Enter the reportable LOINC Code in the 'Observation ID Code' field.
22. Enter the current date in the 'Observation Date' field.
23. Enter the current time in the 'Observation Time' field.
24. Click [File Detail Info].
25. Validate a message is displayed stating: Detail information filed.
26. Click [OK] and close the form.
27. Select "Client A" and access the 'Results Entry' form.
28. Select "Add" in the 'Add/Edit/Delete Result' field.
29. Enter the desired value in the 'Filler Order #' field.
30. Select the desired value in the 'Universal Service ID Code Lookup' field.
31. Enter the current date in the 'Specimen Collected Date' field.
32. Enter the current time in the 'Specimen Collected Time' field.
33. Enter the current date in the 'Specimen Received Date' field.
34. Enter the current time in the 'Specimen Received Time' field.
35. Click [File Header Info].
36. Validate a message is displayed stating: Header information filed.
37. Click [OK].
38. Select the "Result Details" section.
39. Select "Add" in the 'Add/Edit/Delete Result Detail' field.
40. Validate the 'Header' field contains the header filed in the previous steps.
41. Enter the non-reportable LOINC Code in the 'Observation ID Code' field.
42. Enter the current date in the 'Observation Date' field.
43. Enter the current time in the 'Observation Time' field.
44. Click [File Detail Info].
45. Validate a message is displayed stating: Detail information filed.
46. Click [OK] and close the form.
47. Access the 'Export Health Information' form.
48. Select "Compile" in the 'Action' field.
49. Select "Public Health" in the 'Target Agency Type' field.
50. Enter the current date in the 'From Date' and 'Through Date' field.
51. Select "Lab Results" in the 'Type of Information' field.
52. Click [Process].
53. Validate a message is displayed stating: Compile Complete.
54. Click [OK].
55. Validate a report is displayed with the lab result included in the compile.
56. Validate the report contains only the lab result that had the reportable LOINC Code.
57. Close the report.
58. Select "Post" in the 'Action' field.
59. Select the file compiled in the previous steps.
60. Select "Flat File" in the 'Transmit Via' field.
61. Click [Process].
62. Validate a message is displayed stating: File(s) created.
63. Click [OK] and close the form.
64. Access Crystal Reports or other SQL Reporting tool.
65. Select the CWS namespace.
66. Create a report using the 'SYSTEM.health_info_export_log' table.
67. Validate there is a row displayed for only the lab result that had the reportable LOINC Code that was posted in the previous steps.
68. Validate the 'PATID' field contains "Client A".
69. Validate the 'batch_id' field contains a unique identifier (ex. 66158.00001).
70. Validate the 'data_entry_by' field contains the user.
71. Validate the 'export_date' field contains the export date.
72. Validate the 'export_time' field contains the export time.
73. Validate the 'export_type_code' field contains "FlatFile".
74. Validate the 'export_type_value' field contains "Flat File".
75. Validate the 'link_to_source_data' field contains a unique id (ex. 600).
76. Validate the 'source_activity_date' field contains the specimen collected date.
77. Access the 'Export Health Information' form.
78. Select "Compile" in the 'Action' field. Please note: we will be re-compiling the same data compiled in the previous steps.
79. Select "Public Health" in the 'Target Agency Type' field.
80. Enter the current date in the 'From Date' and 'Through Date' fields.
81. Select "Lab Results" in the 'Type of Information' field.
82. Click [Process].
83. Validate a message is displayed stating: Compile Complete.
84. Click [OK].
85. Validate a report is displayed with the lab result included in the compile.
86. Validate the report contains only the lab result that that had the reportable LOINC Code.
87. Close the report.
88. Select "Post" in the 'Action' field.
89. Select the file compiled in the previous steps.
90. Select "CareConnect" in the 'Transmit Via' field.
91. Click [Process].
92. Validate a message is displayed stating: Post Complete.
93. Click [OK].
94. After a few moments, select "View" in the 'Action' field.
95. Select the file posted in the previous steps.
96. Validate the 'CareConnect Status' field contains "Lab Results: Transmission Status: Sent". Please note: this may take a few moments before passing through the CareConnect queue.
97. Click [Process].
98. Validate a report is displayed with the lab result that has been posted.
99. Close the report and the form.
100. Access Crystal Reports or other SQL Reporting tool.
101. Refresh the report using the 'SYSTEM.health_info_export_log' table.
102. Validate a second row is displayed for the same lab result.
103. Validate the 'batch_id' field contains a unique identifier (ex. 66158.00002).
104. Validate the 'export_type_code' field contains "CareConnect".
105. Validate the 'export_type_value' field contains "CareConnect".
106. Validate the 'link_to_source_data' field contains the same value as the first row since it is the same lab result, it contains the same link (ex. 600).
107. Close the report.

• 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 the following on file: 'Date of Birth', 'Social Security Number', 'Client Race', 'Employment Status', and 'Education' (Client A).
• Must have mappings defined for the 'Client Race', 'Education', and 'Employment Status' dictionaries in the 'Managing Organization Dictionary Mapping' form.
• A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).

1. Access the 'Admission' form.
2. Verify the 'Select Client' dialog is displayed.
3. Enter the last name of the client that exists in the managing organization's system in the 'Last Name' field.
4. Enter the first name of the client that exists in the managing organization's system in the 'First Name' field.
5. Enter the sex of the client that exists in the managing organization's system in the 'Sex' field.
6. Click [Search].
7. Validate a "Search Results" message is displayed stating: No matches found.
8. Click [OK] and [New Client].
9. Validate a "Client" message is displayed stating: Auto Assign Next ID Number?
10. Click [Yes].
11. Enter the desired date in the 'Preadmit/Admission Date' field.
12. Enter the desired time in the 'Preadmit/Admission Time' field.
13. Select any program that is selected in the 'Associated Admission Programs' field in the 'Managing Organization Definition' form in the 'Program' field.
14. Enter "Client A's" date of birth in the 'Date Of Birth' field.
15. Select the desired value in the 'Type Of Admission' field.
16. Select desired value in the 'Source Of Admission' field.
17. Enter "Practitioner A" in the 'Admitting Practitioner' field.
18. Select the "ProviderConnect Enterprise Identifiers" section.
19. Click [Add New Item].
20. Select the defined managing organization in the 'External Organization' field.
21. Click [Search].
22. Select the matching client record in the 'Select Matching Client Record' dialog.
23. Click [OK].
24. Validate the 'External ID' field contains the client ID for the client in the managing organization's system.
25. Click [Update Demographics].
26. Validate an "Information" message is displayed stating: Client Demographics Information Updated.
27. Click [OK].
28. Select the "Demographics" section.
29. Validate demographic fields have been updated to match the managing organizations record.
30. Validate the 'Client Race' field contains the mapped dictionary value from the 'Managing Organization Dictionary Mapping' form.
31. Validate the 'Education' field contains the mapped dictionary value from the 'Managing Organization Dictionary Mapping' form.
32. Validate the 'Employment Status' field contains the mapped dictionary value from the 'Managing Organization Dictionary Mapping' form.
33. Click [Submit].
34. Access the 'ProviderConnect Enterprise Action Log'.
35. Enter the desired date in the 'From Date' and 'Through Date' fields.
36. Enter the desired time in the 'From Time' and 'Through Time' fields.
37. Select the desired organization in the 'Managing Organization' field.
38. Select "PutProgramAdmission" in the 'Action Name' field.
39. Click [View Action Log].
40. Verify the 'ProviderConnect Enterprise Action Log' Report is displayed.
41. 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".
42. Close the report and the form.

• The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
• The 'Managing Organization Definition' form must be defined for a valid managing organization.
• A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).
• A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).

1. Select "Client A" and access the 'Diagnosis' form.
2. Select the episode mapped to the managing organization from the Pre-Display.
3. Click [OK].
4. Select the desired value in the 'Type Of Diagnosis' field.
5. Enter the desired date in the 'Date Of Diagnosis' field.
6. Enter the desired time in the 'Time Of Diagnosis' field.
7. Click [New Row].
8. Enter the desired value in the 'Diagnosis Search' field.
9. Validate the 'Ranking' field contains "Primary".
10. Enter "Practitioner A" in the 'Diagnosing Practitioner' field.
11. Select the "Additional Diagnosis Information" section.
12. Select the desired value in the 'Trauma (CSI)' field.
13. Select the desired value(s) in the 'General Medical Condition Summary Code (CSI)' field.
14. Select "Yes" in the 'Substance Abuse / Dependence (CSI)' field.
15. Select the desired value in the 'Substance Abuse / Dependence Diagnosis (CSI)' field.
16. Click [Submit].
17. Validate a "Pre-Display Confirmation" message is displayed stating: Do you want to return to Pre-Display?
18. Click [No].
19. Access the 'ProviderConnect Enterprise Action Log'.
20. Enter the desired dates in the 'From Date' and 'Through Date' fields.
21. Enter the desired times in the 'From Time' and 'Through Time' fields.
22. Select the desired organization in the 'Managing Organization' field.
23. Select "PutDiagnosis" in the 'Action Name' field.
24. Click [View Action Log].
25. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
26. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutDiagnosis' action that was triggered from the 'Diagnosis' form with a "Success" result.
27. Close the report.
28. Select "PutDiagnosisEntry" in the 'Action Name' field.
29. Click [View Action Log].
30. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
31. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutDiagnosisEnry' action that was triggered from the 'Diagnosis' form with a "Success" result.
32. Close the report and the form.

• 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.
• A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).

1. Access the 'Admission' form.
2. Verify the 'Select Client' dialog is displayed.
3. Enter the last name of the client that exists in the managing organization's system in the 'Last Name' field.
4. Enter the first name of the client that exists in the managing organization's system in the 'First Name' field.
5. Enter the sex of the client that exists in the managing organization's system in the 'Sex' field.
6. Click [Search].
7. Validate a "Search Results" message is displayed stating: No matches found.
8. Click [OK] and [New Client].
9. Validate a "Client" message is displayed stating: Auto Assign Next ID Number?
10. Click [Yes].
11. Enter the desired date in the 'Preadmit/Admission Date' field.
12. Enter the desired time in the 'Preadmit/Admission Time' field.
13. Select any program that is selected in the 'Associated Admission Programs' field in the 'Managing Organization Definition' form in the 'Program' field.
14. Enter the client's date of birth in the 'Date Of Birth' field.
15. Enter the client's social security number in the 'Social Security Number' field.
16. Select the desired value in the 'Type Of Admission' field.
17. Select desired value in the 'Source Of Admission' field.
18. Enter "Practitioner A" in the 'Admitting Practitioner' field.
19. Click [Submit].
20. Access the 'Diagnosis' form for the new client.
21. Select "Admission" in the 'Type Of Diagnosis' field.
22. Enter the desired time in the 'Time of Diagnosis' field.
23. Click [New Row].
24. Enter the desired value in the 'Diagnosis Search' field.
25. Enter "Practitioner A" in the 'Diagnosing Practitioner' field.
26. Click [Submit].
27. Access the 'Admission' form for the new client.
28. Select the existing episode and click [Edit].
29. Select the "ProviderConnect Enterprise Identifiers" section.
30. Click [Add New Item].
31. Select the defined managing organization in the 'External Organization' field.
32. Click [Search].
33. Select the matching client record in the 'Select Matching Client Record' dialog.
34. Click [OK].
35. Validate the 'External ID' field contains the client ID for the client in the managing organization's system.
36. Click [Update Demographics].
37. Validate an "Information" message is displayed stating: Client Demographics Information Updated.
38. Click [OK].
39. Select the "Demographics" section.
40. Validate demographic fields have been updated to match the managing organizations record.
41. Click [Submit].
42. Access the 'ProviderConnect Enterprise Action Log'.
43. Enter the desired date in the 'From Date' and 'Through Date' fields.
44. Enter the desired time in the 'From Time' and 'Through Time' fields.
45. Select the desired organization in the 'Managing Organization' field.
46. Click [View Action Log].
47. Verify the 'ProviderConnect Enterprise Action Log' Report is displayed. Please note: this may take a few minutes to display the data being sent.
48. 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".
49. Validate the 'ProviderConnect Enterprise Action Log' Report contains a row for the 'PutDiagnosis' action that was triggered from the 'Admission' form with a result of "Success".
50. Close the report and the form.

• 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 the following on file: 'Date of Birth', 'Social Security Number', 'Client Race', 'Employment Status', and 'Education' (Client A).
• Must have mappings defined for the 'Client Race', 'Education', and 'Employment Status' dictionaries in the 'Managing Organization Dictionary Mapping' form.
• A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).

1. Access the 'Admission' form.
2. Verify the 'Select Client' dialog is displayed.
3. Enter the last name of the client that exists in the managing organization's system in the 'Last Name' field.
4. Enter the first name of the client that exists in the managing organization's system in the 'First Name' field.
5. Enter the sex of the client that exists in the managing organization's system in the 'Sex' field.
6. Click [Search].
7. Validate a "Search Results" message is displayed stating: No matches found.
8. Click [OK] and [New Client].
9. Validate a "Client" message is displayed stating: Auto Assign Next ID Number?
10. Click [Yes].
11. Enter the desired date in the 'Preadmit/Admission Date' field.
12. Enter the desired time in the 'Preadmit/Admission Time' field.
13. Select any program that is selected in the 'Associated Admission Programs' field in the 'Managing Organization Definition' form in the 'Program' field.
14. Enter "Client A's" date of birth in the 'Date Of Birth' field.
15. Select the desired value in the 'Type Of Admission' field.
16. Select desired value in the 'Source Of Admission' field.
17. Enter "Practitioner A" in the 'Admitting Practitioner' field.
18. Select the "ProviderConnect Enterprise Identifiers" section.
19. Click [Add New Item].
20. Select the defined managing organization in the 'External Organization' field.
21. Click [Search].
22. Select the matching client record in the 'Select Matching Client Record' dialog.
23. Click [OK].
24. Validate the 'External ID' field contains the client ID for the client in the managing organization's system.
25. Click [Update Demographics].
26. Validate an "Information" message is displayed stating: Client Demographics Information Updated.
27. Click [OK].
28. Select the "Demographics" section.
29. Validate demographic fields have been updated to match the managing organizations record.
30. Validate the 'Client Race' field contains the mapped dictionary value from the 'Managing Organization Dictionary Mapping' form.
31. Validate the 'Education' field contains the mapped dictionary value from the 'Managing Organization Dictionary Mapping' form.
32. Validate the 'Employment Status' field contains the mapped dictionary value from the 'Managing Organization Dictionary Mapping' form.
33. Click [Submit].
34. Access the 'ProviderConnect Enterprise Action Log'.
35. Enter the desired date in the 'From Date' and 'Through Date' fields.
36. Enter the desired time in the 'From Time' and 'Through Time' fields.
37. Select the desired organization in the 'Managing Organization' field.
38. Select "PutProgramAdmission" in the 'Action Name' field.
39. Click [View Action Log].
40. Verify the 'ProviderConnect Enterprise Action Log' Report is displayed.
41. 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".
42. Close the report and the form.

• 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).

1. Select "Client A" and access the 'Update Client Data' form.
2. Update any desired fields.
3. Click [Submit].
4. Access the 'ProviderConnect Enterprise Action Log'.
5. Enter the desired dates in the 'From Date' and 'Through Date' fields.
6. Enter the desired times in the 'From Time' and 'Through Time' fields.
7. Select the desired organization in the 'Managing Organization' field.
8. Select "PutClient" in the 'Action Name' field.
9. Click [View Action Log].
10. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
11. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutClient' action that was triggered from the 'Update Client Data' form with a "Success" result.
12. Close the report and the form.

• The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
• The 'Managing Organization Definition' form must be defined for a valid managing organization.
• A female client must be enrolled in an existing episode that is mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).

1. Access the 'Women's Health History' form.
2. Select "Add" in the 'Add, Edit, or Delete a Record' field.
3. Enter "Client A" in the 'Client ID' field.
4. Select the episode mapped to the managing organization in the 'Episode Number' field.
5. Enter the desired date in the 'Assessment Date' field.
6. Enter the desired date in the 'Pregnancy Start Date' field.
7. Enter the desired date in the 'Pregnancy End Date' field.
8. Click [Submit].
9. Validate a "Form Return" message is displayed stating: Submitting has completed. Do you wish to return to form?
10. Click [No].
11. Access the 'ProviderConnect Enterprise Action Log' form.
12. Enter the desired dates in the 'From Date' and 'Through Date' fields.
13. Enter the desired times in the 'From Time' and 'Through Time' fields.
14. Select the desired organization in the 'Managing Organization' field.
15. Select "PutPregnancy" in the 'Action Name' field.
16. Click [View Action Log].
17. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
18. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutPregnancy' action that was triggered from the 'Women's Health History' form with a "Success" result.
19. Close the report and the form.

• Must have a valid managing organization configured in the 'Managing Organization Definition' form.

1. Access the 'Managing Organization Dictionary Mapping' form.
2. Select the desired organization in the 'Managing Organization' field.
3. Select the desired value in the 'Application' field.
4. Select the desired value in the 'Dictionary File' field.
5. Enter the desired value in the 'Data Element' field.
6. Select the desired value in the 'Dictionary Entry' field.
7. Enter the desired value in the 'External Code' field.
8. Enter the desired value in the 'External Value' field.
9. Select "No" in the 'Clear Value When Sending' field.
10. Click [File Mapping].
11. Validate an "Information" message is displayed stating: Mapping filed.
12. Click [OK] and close the form.
13. Access Crystal Reports or other SQL Reporting tool.
14. Select the PM namespace.
15. Create a report using the 'SYSTEM.pce_dictionary_mapping' table.
16. Validate a row is displayed for the dictionary mapping filed in the previous steps.
17. Validate the 'ID' field contains the ID of the defined mapping.
18. Validate the 'FACILITY' field contains the facility.
19. Validate the 'application' field contains the application.
20. Validate the 'clear_before_sending' field contains "0".
21. Validate the 'dictionary_code' field contains the dictionary code selected.
22. Validate the 'dictionary_element' field contains the dictionary element selected.
23. Validate the 'entity' field contains the entity.
24. Validate the 'external_code' field contains the external code entered in the previous steps.
25. Validate the 'external_value' field contains the external value entered in the previous steps.
26. Validate the 'managing_organization_id' field contains the ID of the managing organization selected.
27. Close the report.

• 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 the following on file: 'Date of Birth', 'Social Security Number', 'Client Race', 'Employment Status', and 'Education' (Client A).
• Must have mappings defined for the 'Client Race', 'Education', and 'Employment Status' dictionaries in the 'Managing Organization Dictionary Mapping' form.
• A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).

1. Access the 'Admission' form.
2. Verify the 'Select Client' dialog is displayed.
3. Enter the last name of the client that exists in the managing organization's system in the 'Last Name' field.
4. Enter the first name of the client that exists in the managing organization's system in the 'First Name' field.
5. Enter the sex of the client that exists in the managing organization's system in the 'Sex' field.
6. Click [Search].
7. Validate a "Search Results" message is displayed stating: No matches found.
8. Click [OK] and [New Client].
9. Validate a "Client" message is displayed stating: Auto Assign Next ID Number?
10. Click [Yes].
11. Enter the desired date in the 'Preadmit/Admission Date' field.
12. Enter the desired time in the 'Preadmit/Admission Time' field.
13. Select any program that is selected in the 'Associated Admission Programs' field in the 'Managing Organization Definition' form in the 'Program' field.
14. Enter "Client A's" date of birth in the 'Date Of Birth' field.
15. Select the desired value in the 'Type Of Admission' field.
16. Select desired value in the 'Source Of Admission' field.
17. Enter "Practitioner A" in the 'Admitting Practitioner' field.
18. Select the "ProviderConnect Enterprise Identifiers" section.
19. Click [Add New Item].
20. Select the defined managing organization in the 'External Organization' field.
21. Click [Search].
22. Select the matching client record in the 'Select Matching Client Record' dialog.
23. Click [OK].
24. Validate the 'External ID' field contains the client ID for the client in the managing organization's system.
25. Click [Update Demographics].
26. Validate an "Information" message is displayed stating: Client Demographics Information Updated.
27. Click [OK].
28. Select the "Demographics" section.
29. Validate demographic fields have been updated to match the managing organizations record.
30. Validate the 'Client Race' field contains the mapped dictionary value from the 'Managing Organization Dictionary Mapping' form.
31. Validate the 'Education' field contains the mapped dictionary value from the 'Managing Organization Dictionary Mapping' form.
32. Validate the 'Employment Status' field contains the mapped dictionary value from the 'Managing Organization Dictionary Mapping' form.
33. Click [Submit].
34. Access the 'ProviderConnect Enterprise Action Log'.
35. Enter the desired date in the 'From Date' and 'Through Date' fields.
36. Enter the desired time in the 'From Time' and 'Through Time' fields.
37. Select the desired organization in the 'Managing Organization' field.
38. Select "PutProgramAdmission" in the 'Action Name' field.
39. Click [View Action Log].
40. Verify the 'ProviderConnect Enterprise Action Log' Report is displayed.
41. 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".
42. Close the report and the form.

• The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
• The 'Managing Organization Definition' form must be defined for a valid managing organization.
• A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).
• A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).

1. Select "Client A" and access the 'Discharge' form.
2. Select the episode that is mapped to the managing organization from the Pre-Display.
3. Click [OK].
4. Enter the desired date in the 'Date of Discharge' field.
5. Enter the desired time in the 'Discharge Time' field.
6. Select the desired type in the 'Type Of Discharge' field.
7. Enter "Practitioner A" in the 'Discharge Practitioner' field.
8. Enter the desired value in the 'Discharge Remarks/Comments' field.
9. Select the 'CSI' tab.
10. Select the desired value in the 'Patient Status Code' field.
11. Select the desired value in the 'Discharge Legal Class' field.
12. Click [Submit].
13. Access the 'ProviderConnect Enterprise Action Log' form.
14. Enter the desired date in the 'From Date' and 'Through Date' fields.
15. Enter the desired time in the 'From Time' and 'Through Time' fields.
16. Select the desired organization in the 'Managing Organization' field.
17. Select "PutProgramDischarge" in the 'Action Name' field.
18. Click [View Action Log].
19. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
20. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutProgramDischarge' action that was triggered from the 'Discharge' form with a "Success" result.
21. Close the report and the form.

• A client must be enrolled in an existing episode (Client A).

1. Access the 'Query for External CCD' form.
2. Select "Client A" in the 'Client Search' field.
3. Select an organization in the 'Organization Name or Zip' field.
4. Click [Search CCDs].
5. Select a CCD in the 'Available CCDs' field.
6. Enter the desired provider in the 'Provider Referred To' field.
7. Click [Preview].
8. Validate the CCD is displayed and close it.
9. Click [Save].
10. Validate an "Information" message is displayed stating: Saved.
11. Click [OK] and close the form.
12. Access the 'CareFabric Monitor' form.
13. Enter the current date in the 'From Date' and 'Through Date' fields.
14. Enter "Client A" in the 'Client ID' field.
15. Enter "ExternalDataAckowledgementCreated" in the 'Event/Action Search' field.
16. Click [View Activity Log].
17. Validate the 'CareFabric Monitor Report' contains an 'ExternalDataAcknowledgementCreated' record.
18. Click [Click To View Record].
19. Validate the 'referredToProviderID' - 'id' field contains the provider ID selected in the previous steps.
20. Close the report and the form.
21. Access Crystal Reports or other SQL Reporting Tool.
22. Create a report using the 'SYSTEM.ccd_tempstorage' table.
23. Validate a row is displayed for the CCD saved in the previous steps.
24. Validate the 'PATID' field contains "Client A".
25. Validate the 'provider_referred_to' field contains the provider ID selected in the previous steps.
26. Validate the 'provider_referred_to_name' field contains the provider name selected in the previous steps.
27. Close the report.

• The 'External Document' widget and 'Console Widget Viewer' are on the HomeView.
• A client has available CCD's (Client A).

1. Select "Client A" and navigate to the 'External Documents' widget.
2. Enter the desired provider in the 'Provider Referred To' field. Please Note: the 'Provider Referred To' field should be entered prior to clicking [Search]. If the 'Provider Referred To' value is changed, then [Search] will need to be clicked again after updating the provider.
3. Click [Search].
4. Validate the 'External Documents' widget contains a document.
5. Click [View].
6. Validate the CCD detail is displayed in the 'Console Widget Viewer'.
7. Click [Save] and [Close All].
8. Access the 'CareFabric Monitor' form.
9. Enter the current date in the 'From Date' and 'Through Date' fields.
10. Enter "Client A" in the 'Client ID' field.
11. Enter "ExternalDataAckowledgementCreated" in the 'Event/Action Search' field.
12. Click [View Activity Log].
13. Validate the 'CareFabric Monitor Report' contains an 'ExternalDataAcknowledgementCreated' record.
14. Click [Click To View Record].
15. Validate the 'referredToProviderID' - 'id' field contains the provider ID selected in the previous steps.
16. Close the report and the form.
17. Access Crystal Reports or other SQL Reporting Tool.
18. Create a report using the 'SYSTEM.ccd_tempstorage' table.
19. Validate a row is displayed for the CCD saved in the previous steps.
20. Validate the 'PATID' field contains "Client A".
21. Validate the 'provider_referred_to' field contains the provider ID selected in the previous steps.
22. Validate the 'provider_referred_to_name' field contains the provider name selected in the previous steps.
23. Close the report.

• Client must be enrolled in an active episode and have a diagnosis on file (Client A).

1. Select "Client A" and access the ‘Diagnosis’ form.
2. Select the diagnosis row to edit.
3. Click [Edit].
4. Click [New Row].
5. Search for and select the desired value in the 'Diagnosis Search' field.
6. Validate the 'Diagnosis Search' returns the expected diagnoses.
7. Populate all required and desired fields.
8. Click [Submit] and [No].
9. Select "Client A" and access the 'Diagnosis' form.
10. Select the diagnosis row edited in the previous steps.
11. Click [Edit].
12. Validate the newly added diagnosis row is displayed.
13. Close the form.

• A client is enrolled in an existing episode (Client A).

1. Access the 'Registry Settings' form.
2. Search for and select the "RADplus->IMO Diagnosis Web Service->ICD-10 Diagnosis Search->->->URL" registry setting.
3. Validate the 'Registry Setting Details' field contains "Enter or update the URL for the ICD-10 Diagnosis code web search. Please note: If the 'Avatar CareFabric' module is loaded and enabled (requires Avatar CareFabric 2018 Update #22 and Avatar CareFabric 2022 Update #62) then the SDK based services will be used."
4. Close the form.
5. Select "Client A" and access the 'Diagnosis' form.
6. Click [Add] to add a new record.
7. Select the desired value in the 'Type Of Diagnosis' field.
8. Enter the desired date in the 'Date Of Diagnosis' field.
9. Enter the desired time in the 'Time Of Diagnosis' field.
10. Click [New Row].
11. Search for and select the desired diagnosis in the 'Diagnosis Search' field.
12. Validate the 'Diagnosis Search' returns the expected diagnoses.
13. Select the desired practitioner in the 'Diagnosing Practitioner' field.
14. Populate any other desired fields.
15. Click [Submit] and [Yes] to return to the pre-display.
16. Validate the pre-display contains the diagnosis filed in the previous steps.
17. Select the new diagnosis record and click [Edit].
18. Validate all previously filed diagnosis data is displayed.
19. Close the form.

• The 'Medical Note' POV must be configured.
• User logged in as Provider.
• A client (Client A) must be admitted into a primary care program and have the following:
• One or more problems listed in the 'Problem List' form / "Active Problems" section in 'FaceSheet' for the Medical Note POV.
• An existing appointment scheduled in the 'Scheduling Calendar'.
• A dictionary code for CWS file Field #16214 (Status) defined with the "Active Status" extended attribute defined as "Inactive".

1. Select "Client A" and access the 'Medical Note' POV.
2. Select the appointment for "Client A" and click [Start].
3. Complete required fields on the "Note Details" screen.
4. Click [Save].
5. Navigate to the "Active Problems" section on the 'FaceSheet'.
6. Select one of the active problems to edit.
7. Select the inactive code in the 'Status' field.
8. Click [Save].
9. Click on the "Past Health History" section on the 'Facesheet'.
10. Verify the problem which was inactivated is now listed in the "Past Health History" section.
11. Click on the "Document" tab.
12. Select the "Diagnosis" section.
13. Click [Add] and [Add New Diagnosis].
14. Add the same diagnosis/problem which was inactivated in the previous steps.
15. Select "Yes" in the "Add to Problem List" field.
16. Click [Save and Add Another].
17. Add an additional diagnosis.
18. Select "Yes" in the "Add to Problem List" field.
19. Click [Save New Diagnosis].
20. Click [Save Diagnosis Set].
21. Verify the diagnosis are saved successfully.
22. Click on the "Facesheet" tab.
23. Select the "Active Problems" section.
24. Validate the diagnoses added in the previous steps are displayed.
25. Access the 'Problem List' form for "Client A".
26. Click [Enter Problems].
27. Validate the diagnoses added in the previous steps are displayed.
28. Click [Close/Cancel] and close the form.

• The 'Medical Note' POV must be configured.
• User logged in as Provider.
• A client (Client A) must be admitted into a primary care program and have the following:
• One or more problems listed in the 'Problem List' form / "Active Problems" section in 'FaceSheet' for the Medical Note POV.
• A dictionary code for CWS file Field #16214 (Status) defined with the "Active Status" extended attribute defined as "Inactive".

1. Select "Client A" and access the 'Medical Note' POV.
2. Validate the 'Facesheet' is displayed.
3. Click [Active Problems].
4. Validate the 'Active Problems' list contains any active problems for "Client A".
5. Select the desired problem and select "Inactive" in the 'Status' field.
6. Select the desired value in the 'Severity' field.
7. Enter the desired value in the 'Notes' field.
8. Click [Save].
9. Validate the 'Past Health History' section now contains the inactive problem.
10. Click [Add] in the 'Active Problems' section.
11. Add the desired problem, populating the 'Condition', 'Severity', and 'Notes' fields.
12. Validate the 'Status' is set to "Active".
13. Click [Save].
14. Validate the new problem saves successfully.
15. Select "Client A" and access the 'Problem List' form.
16. Click [Enter Problems].
17. Validate the 'Problem List' contains the inactive problem with the updates 'Severity' and 'Notes' fields populated.
18. Validate the 'Problem List' contains the new active problem with the 'Severity' and 'Notes' fields populated.
19. Close the form.

• 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"

1. Log into Avatar as [UserA].
2. Select [ClientA] and select the Medical Note widget.
3. Click [Select Note].
4. Select [Edit] from the "Client's E&M Appointment" row.
5. Verify the existence of the “Facesheet” tab.
6. Complete all required fields on "Document" and "Finalize" tabs.
7. Click the "Finalize" tab and complete all the required fields.
8. Click [Generate Note].
9. Select "Complete" in the 'Completion Status' field.
10. Click [Signed Off].
11. Verify Sign Off process completes.
12. Verify the existence of the 'Document Routing' form.
13. At the "Confirm Document" screen, click [Accept and Route].
14. Enter the password for [UserA] in the 'Verify Password' field.
15. Click [OK].
16. At the "Route Document To" screen, search for [UserB] in the "Add Approver" field.
17. Click [Add].
18. Validate [UserB] is added as an "Approver" and the "Approver" check box is selected.
19. Click [Submit].
20. Log in as [UserB].
21. Navigate to the "My To Do's" widget.
22. Locate the To Do just routed and click [Approve Document].
23. Verify the approver's name is displayed at the bottom of the progress note: "Electronically Signed by [PractitionerB]".
24. Click [Accept]
25. Validate the To Do is removed from the list.

• 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

1. Select "Client A" and access the ‘Diagnosis’ form.
2. Select the desired episode row to edit and click [OK].
3. Click [Add].
4. Select any value in the 'Type of Diagnosis' field.
5. Set the 'Date of Diagnosis' field to a date prior to the admission date.
6. Verify the "Confirm" window is populated with "Date Entered is Prior To The Admit Date of The Selected Episode." and click [OK].
7. Set the 'Time of Diagnosis' field to any time.
8. Click [New Row].
9. Select the desired value in the 'Diagnosis Search' field.
10. Set the 'Diagnosing Practitioner' field to "Practitioner A".
11. Populate all required and desired fields.
12. Click [Submit] and [No].
13. Navigate to the 'Medical Note' widget.
14. Verify the existence of the "Clinical Summary" tab.
15. Click [Add Note].
16. Verify the existence of the "Note Details".
17. Click the "Episode" drop down list and select the desired episode from the "Episode" drop down list.
18. Complete the required fields in "Note Details" and verify the existence of the "Clinical Summary" tab.
19. Click the "Document" tab.
20. Click the "Diagnosis" menu.
21. Verify the existence of the current diagnoses.
22. Validate the newly entered diagnosis entry is displayed.
23. Validate the date of diagnosis is populated as expected (date prior to admission date).

• A client is enrolled in an existing episode (Client A).
• Must have the following dictionary values defined for the "(16214) Status" CWS dictionary for 'Problem Status':
• (A) Active
• (I) Inactive
• (V) Voided
• The following extended dictionaries must be defined for the "(16214) Status" CWS dictionary values for 'Problem Status':
• (16254) ONC Clinical Status
• (16255) ONC Verified Status

1. Select "Client A" and access the 'Problem List' form.
2. Click [View/Enter Problems].
3. Enter the desired new problem.
4. Select "Active" in the 'Status' field.
5. Enter the desired value in the 'Comments' field. Please note: the 'ClientRecordedStatusCreated' and 'ClientRecordedStatusUpdated' SDK events will only be triggered when this field is populated.
6. Click [Save] and [Submit].
7. Access the 'CareFabric Monitor' form.
8. Enter the current date in the 'From Date' and 'Through Date' fields.
9. Enter "Client A" in the 'Client ID' field.
10. Enter "ClientRecordedStatusCreated" in the 'Event/Action Search' field.
11. Click [View Activity Log].
12. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusCreated" record for "Client A".
13. Click [Click To View Record].
14. Validate the 'clientID' - 'id' field contains "Client A".
15. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the status selected.
16. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the status selected.
17. Validate the 'narrative' field contains the value entered in the 'Comments' field in the 'Problem List' form.
18. Validate the 'statusCode' - 'code' field contains "A".
19. Validate the 'statusCode' - 'displayName' field contains "Active"
20. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the status selected.
21. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the status selected.
22. Close the report and the form.
23. Select "Client A" and access the 'Problem List' form.
24. Click [View/Enter Problems].
25. Validate the problem filed in the previous steps is displayed.
26. Select "Inactive" in the 'Status' field.
27. Enter any new value in the 'Comments' field.
28. Click [Save] and [Submit].
29. Access the 'CareFabric Monitor' form.
30. Enter the current date in the 'From Date' and 'Through Date' fields.
31. Enter "Client A" in the 'Client ID' field.
32. Enter "ClientRecordedStatusUpdated" in the 'Event/Action Search' field.
33. Click [View Activity Log].
34. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusUpdated" record for "Client A".
35. Click [Click To View Record].
36. Validate the 'clientID' - 'id' field contains "Client A".
37. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the new status selected.
38. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the new status selected.
39. Validate the 'narrative' field contains the new value entered in the 'Comments' field in the 'Problem List' form.
40. Validate the 'statusCode' - 'code' field contains "I".
41. Validate the 'statusCode' - 'displayName' field contains "Inactive"
42. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the new status selected.
43. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the new status selected.
44. Select "Client A" and access the 'Problem List' form.
45. Click [View/Enter Problems].
46. Validate the problem filed in the previous steps is displayed.
47. Delete the existing value in the 'Comments' field. This will trigger the 'ClientRecordedStatusDeleted' SDK event.
48. Click [Save] and [Submit].
49. Access the 'CareFabric Monitor' form.
50. Enter the current date in the 'From Date' and 'Through Date' fields.
51. Enter "Client A" in the 'Client ID' field.
52. Enter "ClientRecordedStatusDeleted" in the 'Event/Action Search' field.
53. Click [View Activity Log].
54. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusDeleted" record for "Client A".
55. Validate the 'clientID' - 'id' field contains "Client A".
56. Validate the 'clinicalStatusCode' field contains "null".
57. Validate the 'narrative' field contains "null".
58. Validate the 'statusCode' field contains "null".
59. Validate the 'verificationStatusCode' field contains "null".
60. Close the report and the form.
61. Select "Client A" and access the 'Problem List' form.
62. Click [View/Enter Problems].
63. Validate the problem filed in the previous steps is displayed.
64. Enter the desired value in the 'Comments' field.
65. Click [Save] and [Submit].
66. Access the 'CareFabric Monitor' form.
67. Enter the current date in the 'From Date' and 'Through Date' fields.
68. Enter "Client A" in the 'Client ID' field.
69. Enter "ClientRecordedStatusUpdated" in the 'Event/Action Search' field.
70. Click [View Activity Log].
71. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusUpdated" record for "Client A".
72. Click [Click To View Record].
73. Validate the 'clientID' - 'id' field contains "Client A".
74. Validate the 'narrative' field contains the new value entered in the 'Comments' field in the 'Problem List' form.
75. Validate all other data is displayed as expected.
76. Close the report and the form.
77. Select "Client A" and access the 'Problem List' form.
78. Click [View/Enter Problems].
79. Validate the problem filed in the previous steps is displayed.
80. Select "Voided" in the 'Status' field. This will also trigger the 'ClientRecordedStatusDeleted' SDK event.
81. Click [Save] and [Submit].
82. Access the 'CareFabric Monitor' form.
83. Enter the current date in the 'From Date' and 'Through Date' fields.
84. Enter "Client A" in the 'Client ID' field.
85. Enter "ClientRecordedStatusDeleted" in the 'Event/Action Search' field.
86. Click [View Activity Log].
87. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusDeleted" record for "Client A".
88. Validate the 'clientID' - 'id' field contains "Client A".
89. Validate the 'clinicalStatusCode' field contains "null".
90. Validate the 'narrative' field contains "null".
91. Validate the 'statusCode' field contains "null".
92. Validate the 'verificationStatusCode' field contains "null".
93. Close the report and the form.

• A client is enrolled in an existing episode (Client A).
• Must have the following dictionary values defined for the "(10001) Status" CWS dictionary for 'Allergy Status':
• (C) Confirmed
• (I) Inactive
• The following extended dictionaries must be defined for the "(10001) Status" CWS dictionary values for 'Allergy Status':
• (13006) ONC Clinical Status
• (13007) ONC Verified Status

1. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
2. Click [Update] and [New Row].
3. Enter the desired new allergy.
4. Select "Confirmed" in the 'Status' field.
5. Populate any other required and desired fields.
6. Click [Save] and [Submit].
7. Access the 'CareFabric Monitor' form.
8. Enter the current date in the 'From Date' and 'Through Date' fields.
9. Click [View Activity Log].
10. Validate the 'CareFabric Monitor Report' contains a "AllergyCreated" record.
11. Click [Click To View Record].
12. Validate the 'clientID' - 'id' field contains "Client A".
13. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the status selected.
14. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the status selected.
15. Validate the 'statusCode' - 'displayName' field contains "Confirmed".
16. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the status selected.
17. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the status selected.
18. Validate all other allergy data displays as expected.
19. Close the report and the form.
20. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
21. Click [Update].
22. Validate the 'Allergies' grid contains the allergy filed in the previous steps.
23. Select "Inactive" in the 'Status' field.
24. Click [Save] and [Submit].
25. Access the 'CareFabric Monitor' form.
26. Enter the current date in the 'From Date' and 'Through Date' fields.
27. Click [View Activity Log].
28. Validate the 'CareFabric Monitor Report' contains a "AllergyUpdated" record.
29. Click [Click To View Record].
30. Validate the 'clientID' - 'id' field contains "Client A".
31. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the new status selected.
32. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the new status selected.
33. Validate the 'statusCode' - 'displayName' field contains "Inactive".
34. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the new status selected.
35. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the new status selected.
36. Validate all other allergy data displays as expected.
37. Close the report and the form.

• A client is enrolled in an existing episode (Client A).
• Must have the following dictionary values defined for the "(16214) Status" CWS dictionary for 'Problem Status':
• (A) Active
• (I) Inactive
• The following extended dictionaries must be defined for the "(16214) Status" CWS dictionary values for 'Problem Status':
• (16254) ONC Clinical Status
• (16255) ONC Verified Status

1. Select "Client A" and access the 'Problem List' form.
2. Click [View/Enter Problems].
3. Enter the desired new problem.
4. Select "Active" in the 'Status' field.
5. Populate any other required and desired fields.
6. Click [Save] and [Submit].
7. Access the 'CareFabric Monitor' form.
8. Enter the current date in the 'From Date' and 'Through Date' fields.
9. Click [View Activity Log].
10. Validate the 'CareFabric Monitor Report' contains a "ProblemCreated" record.
11. Click [Click To View Record].
12. Validate the 'clientID' - 'id' field contains "Client A".
13. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the status selected.
14. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the status selected.
15. Validate the 'statusCode' - 'displayName' field contains "Active".
16. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the status selected.
17. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the status selected.
18. Validate all other problem data displays as expected.
19. Close the report and the form.
20. Select "Client A" and access the 'Problem List' form.
21. Click [View/Enter Problems].
22. Validate the 'Problem List' grid is displayed and contains the problem filed in the previous steps.
23. Select "Inactive" in the 'Status' field for the existing problem.
24. Click [Save] and [Submit].
25. Access the 'CareFabric Monitor' form.
26. Enter the current date in the 'From Date' and 'Through Date' fields.
27. Click [View Activity Log].
28. Validate the 'CareFabric Monitor Report' contains a "ProblemUpdated" record.
29. Click [Click To View Record].
30. Validate the 'clientID' - 'id' field contains "Client A".
31. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the new status selected.
32. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the new status selected.
33. Validate the 'statusCode' - 'displayName' field contains "Inactive".
34. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the new status selected.
35. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the new status selected.
36. Validate all other problem data displays as expected.
37. Close the report and the form.

• Multiple system code functionality is not enabled.

1. Access the 'Admission' form.
2. Verify the 'Select Client' dialog is displayed.
3. Enter any new value in the 'Last Name' and 'First Name' fields.
4. Select any value in the 'Sex' field.
5. Click [Search].
6. Validate a "Search Results" message is displayed stating: No matches found.
7. Click [New Client].
8. Validate a "Client" message displays indicating "Auto Assign Next ID Number?"
9. Click [Yes].
10. Enter the current date in the 'Preadmit/Admission Date' field.
11. Enter the current time in the 'Preadmit/Admission Time' field.
12. Select the desired program in the 'Program' field.
13. Enter any value in the 'Type Of Admission' field.
14. Enter the desired practitioner in the 'Admitting Practitioner' field.
15. Click [Submit].
16. Access the 'CareFabric Monitor' form.
17. Enter the current date in the 'From Date' field.
18. Enter the current date in the 'Through Date' field.
19. Enter the client admitted in the previous steps in the 'Client ID' field.
20. Click [View Activity Log].
21. Validate the 'CareFabric Monitor Report' is displayed.
22. Select the 'ProgramAdmissionCreated' activity type.
23. Click [Click to View Record].
24. Validate all filed information is populated.
25. Validate the 'accessTags' - 'type' field contains "tag-External".
26. Validate the 'accessTags' - 'value' field contains "ProgramCode:#". (NOTE: ProgramCode:# will be the program number that the client was admitted into.)
27. Close the report and the form.

• A client must be enrolled in an existing episode (Client A).
• Multiple system code functionality is not enabled.

1. Select "Client A" and access the 'Discharge' form.
2. Enter the current date in the 'Date Of Discharge' field.
3. Enter the current time in the 'Discharge Time' field.
4. Select any value in the 'Type Of Discharge' field.
5. Enter the desired practitioner in the 'Discharge Practitioner' field.
6. Select the desired value in the 'Discharge Client Living Arrangement' field.
7. Enter the desired value in the 'Hospital Discharge Instructions' field.
8. Click [Submit].
9. Access the 'CareFabric Monitor' form.
10. Enter the current date in the 'From Date' field.
11. Enter the current date in the 'Through Date' field.
12. Enter "Client A" in the 'Client ID' field.
13. Click [View Activity Log].
14. Select "ProgramDischargeCreated" in the 'Activity Type' field.
15. Click [Click to View Record].
16. Validate the 'accessTags' - 'type' field contains "tag-External".
17. Validate the 'accessTags' - 'value' field contains "ProgramCode:#". (NOTE: ProgramCode:# will be the program number that the client was admitted into.)
18. Validate all other filed information is populated.
19. Close the report and the form.

• Multiple sub-system code functionality is enabled.
• A sub-system code must be defined (Sub-System Code A).
• A program is defined that is associated to "Sub-System Code A" (Program A).
• The 'Enable RxConnect Facility ID' registry setting must be set to "Y".
• A client enrolled in "Program A" (Client A).
• Must be logged into the root system code (System Code A).

1. Access the "Admission" form.
2. Add 'Admission'.
3. Add data for all required fields.
4. Select "Program A".
5. Click [Submit].
6. Access the 'CareFabric Monitor' form.
7. Enter the current date in the 'From Date' field.
8. Enter the current date in the 'Through Date' field.
9. Enter 'Client A' in the 'Client ID' field.
10. Enter 'ClientTagUpdated' in the "Event/Action" field.
11. Click [View Activity Log].
12. Validate the 'CareFabric Monitor Report' is displayed.
13. Validate the 'CareFabric Monitor Report' contains the following activity "type: ClientTagUpdated".
14. Select the 'ClientTagUpdated' activity label.
15. Click [Click To View Record].
16. Validate the "type": "tag-Department", "value": "System Code A".
17. Validate the "type": "tag-Department", "value": "Sub-System Code A".
18. Validate the 'accessTags' - 'type' field contains "tag-External".
19. Validate the 'accessTags' - 'value' field contains "Program A".
20. Close the report and form.

• A client is enrolled in an existing episode (Client A).
• Multiple system code functionality is not enabled.

1. Access the 'Progress Notes (Group and Individual)' form.
2. Enter "Client A" in the 'Select Client' field.
3. Select any value in the 'Select Episode' field.
4. Select "New Service" in the 'Progress Note For' field.
5. Select any value in the 'Note Type' field.
6. Enter any value in the 'Notes Field' field.
7. Enter the desired practitioner in the 'Practitioner' field.
8. Enter the current date in the 'Date Of Service' field.
9. Enter any value in the 'Service Code' field.
10. Select "Final" in the 'Draft/Final' field.
11. Click [File Note].
12. Validate a "Progress Notes" message is displayed stating: Note Filed.
13. Click [OK].
14. Access the 'CareFabric Monitor' form.
15. Enter the current date in the 'From Date' field.
16. Enter the current date in the 'Through Date' field.
17. Enter "Client A" in the 'Client ID' field.
18. Click [View Activity Log].
19. Select "ProgressNoteCreated" in the 'Activity Type' field.
20. Click [Click to View Record].
21. Validate all progress note data displays as expected.
22. Close the report and the form.

• A client has at least two laboratory results on file with the same 'Filler Order #' (Client A).

1. Select "Client A" and access the 'View Results' form.
2. Click [Display Results List/Select Result To View/Print].
3. Select the first laboratory result in the 'Select Result' dialog and click [OK].
4. Validate the correct 'Specimen Collected Date' is displayed.
5. Validate all result detail displays as expected.
6. Click [Print Result(s)].
7. Validate the 'Date and Time Collected' field contains the correct date/time.
8. Close the report.
9. Click [Display Results List/Select Result To View/Print].
10. Select the second laboratory result in the 'Select Result' dialog and click [OK].
11. Validate the correct 'Specimen Collected Date' is displayed.
12. Validate all result detail displays as expected.
13. Click [Print Result(s)].
14. Validate the 'Date and Time Collected' field contains the correct date/time.
15. Close the report.
16. Click [Exit Option].
17. Access Crystal Reports or other SQL Reporting tool.
18. Select the CWS namespace.
19. Create a report using the 'SYSTEM.results_header' table.
20. Validate rows are displayed for "Client A's" laboratory results.
21. Validate the 'PATID' field contains "Client A".
22. Validate the 'specimen_collection_date' field contains the correct collection date for both results.
23. Validate the 'specimen_collection_time' field contains the correct collection time for both results.
24. Validate the 'specimen_received_date' field contains the correct received date for both results.
25. Validate the 'specimen_received_time' field contains the correct received date for both results.
26. Validate the 'order_date' field contains the correct order date for both results.
27. Close the report.

Internal testing only.

Internal testing only.

• An active practitioner is defined that has hours for scheduling in the 'Staff Members Hours and Exceptions' form (Practitioner A).

1. Access the 'Practitioner Termination' form for "Practitioner A".
2. Enter the desired date in the 'Termination Date' field.
3. Populate any other desired fields.
4. Click [Submit].
5. Access the 'CareFabric Monitor' form.
6. Enter the current date in the 'From Date' and 'Through Date' fields.
7. Search for and select "ProviderUpdated" in the 'Event/Action Search' field.
8. Click [View Activity Log].
9. Validate the 'CareFabric Monitor Report' contains a "ProviderUpdated" event triggered from the 'Practitioner Termination' form.
10. Click [Click To View Record].
11. Validate the 'isActive' field contains "false".
12. Close the report and the form.
13. Access the 'Delete Last Practitioner Termination' form for "Practitioner A".
14. Validate the 'Termination Date' field contains the termination date.
15. Click [Submit].
16. Validate a message is displayed stating: Are you sure you want to delete termination date ##/##/#### for practitioner "Practitioner A".
17. Click [Yes].
18. Access the 'CareFabric Monitor' form.
19. Enter the current date in the 'From Date' and 'Through Date' fields.
20. Search for and select "ProviderUpdated" in the 'Event/Action Search' field.
21. Click [View Activity Log].
22. Validate the 'CareFabric Monitor Report' contains a "ProviderUpdated" event triggered from the 'Delete Last Practitioner Termination' form.
23. Click [Click To View Record].
24. Validate the 'isActive' field contains "true".
25. Close the report and the form.

• An active practitioner is defined in 'Practitioner Enrollment' (Practitioner A).

1. Access the 'Practitioner Termination' form for "Practitioner A".
2. Enter the desired date in the 'Termination Date' field.
3. Populate any other desired fields.
4. Click [Submit].
5. Access the 'CareFabric Monitor' form.
6. Enter the current date in the 'From Date' and 'Through Date' fields.
7. Search for and select "StaffMemberUpdated" in the 'Event/Action Search' field.
8. Click [View Activity Log].
9. Validate the 'CareFabric Monitor Report' contains a "StaffMemberUpdated" event triggered from the 'Practitioner Termination' form.
10. Click [Click To View Record].
11. Validate the 'terminatedDate' field contains the 'Termination Date' filed.
12. Close the report and the form.
13. Access the 'Delete Last Practitioner Termination' form for "Practitioner A".
14. Validate the 'Termination Date' field contains the termination date.
15. Click [Submit].
16. Validate a message is displayed stating: Are you sure you want to delete termination date ##/##/#### for practitioner "Practitioner A".
17. Click [Yes].
18. Access the 'CareFabric Monitor' form.
19. Enter the current date in the 'From Date' and 'Through Date' fields.
20. Search for and select "StaffMemberUpdated" in the 'Event/Action Search' field.
21. Click [View Activity Log].
22. Validate the 'CareFabric Monitor Report' contains a "StaffMemberUpdated" event triggered from the 'Delete Last Practitioner Termination' form.
23. Click [Click To View Record].
24. Validate the 'terminatedDate' field contains "null".
25. Close the report and the form.

• Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
• One or more program(s) is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form.
• A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A".
• An active practitioner is defined in 'Practitioner Enrollment' with the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', 'Staff EVV Type'.

1. Access the 'Practitioner Termination' form for "Practitioner A".
2. Enter the desired date in the 'Termination Date' field.
3. Populate any other desired fields.
4. Click [Submit].
5. Access the 'CareFabric Monitor' form.
6. Enter the current date in the 'From Date' and 'Through Date' fields.
7. Search for and select "EvvResourceUpdated" in the 'Event/Action Search' field.
8. Click [View Activity Log].
9. Validate the 'CareFabric Monitor Report' contains a "EvvResourceUpdated" event triggered from the 'Practitioner Termination' form.
10. Click [Click To View Record].
11. Validate the 'isActive' field contains "false".
12. Close the report and the form.
13. Access the 'Delete Last Practitioner Termination' form for "Practitioner A".
14. Validate the 'Termination Date' field contains the termination date.
15. Click [Submit].
16. Validate a message is displayed stating: Are you sure you want to delete termination date ##/##/#### for practitioner "Practitioner A".
17. Click [Yes].
18. Access the 'CareFabric Monitor' form.
19. Enter the current date in the 'From Date' and 'Through Date' fields.
20. Search for and select "EvvResourceUpdated" in the 'Event/Action Search' field.
21. Click [View Activity Log].
22. Validate the 'CareFabric Monitor Report' contains a "EvvResourceUpdated" event triggered from the 'Delete Last Practitioner Termination' form.
23. Click [Click To View Record].
24. Validate the 'isActive' field contains "true".
25. Close the report and the form.

• A client is enrolled in an existing episode (Client A).
• Must have the following dictionary values defined for the "(10001) Status" CWS dictionary for 'Allergy Status':
• (C) Confirmed
• (I) Inactive
• The following extended dictionaries must be defined for the "(10001) Status" CWS dictionary values for 'Allergy Status':
• (13006) ONC Clinical Status
• (13007) ONC Verified Status

1. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
2. Click [Update] and [New Row].
3. Enter the desired new allergy.
4. Select "Confirmed" in the 'Status' field.
5. Populate any other required and desired fields.
6. Click [Save] and [Submit].
7. Access the 'CareFabric Monitor' form.
8. Enter the current date in the 'From Date' and 'Through Date' fields.
9. Click [View Activity Log].
10. Validate the 'CareFabric Monitor Report' contains a "AllergyCreated" record.
11. Click [Click To View Record].
12. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
13. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
14. Validate the 'clientID' - 'id' field contains "Client A".
15. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the status selected.
16. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the status selected.
17. Validate the 'statusCode' - 'displayName' field contains "Confirmed".
18. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the status selected.
19. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the status selected.
20. Validate all other allergy data displays as expected.
21. Close the report and the form.
22. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
23. Click [Update].
24. Validate the 'Allergies' grid contains the allergy filed in the previous steps.
25. Select "Inactive" in the 'Status' field.
26. Click [Save] and [Submit].
27. Access the 'CareFabric Monitor' form.
28. Enter the current date in the 'From Date' and 'Through Date' fields.
29. Click [View Activity Log].
30. Validate the 'CareFabric Monitor Report' contains a "AllergyUpdated" record.
31. Click [Click To View Record].
32. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
33. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
34. Validate the 'clientID' - 'id' field contains "Client A".
35. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the new status selected.
36. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the new status selected.
37. Validate the 'statusCode' - 'displayName' field contains "Inactive".
38. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the new status selected.
39. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the new status selected.
40. Validate all other allergy data displays as expected.
41. Close the report and the form.

• A client is enrolled in an existing episode (Client A).

1. Select "Client A" and access the 'Emergency Contact Information' form.
2. Enter the desired value in the 'Emergency Contact Name' field.
3. Populate any other desired fields.
4. Click [Submit].
5. Access the 'CareFabric Monitor' form.
6. Enter the current date in the 'From Date' and 'Through Date' fields.
7. Click [View Activity Log].
8. Validate the 'CareFabric Monitor Report' contains a "AssociatedPersonCreated" record.
9. Click [Click To View Record].
10. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
11. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
12. Validate the emergency contact information is displayed.
13. Close the report and the form.

• A client is enrolled in an existing episode (Client A).

1. Select "Client A" and access the 'Treatment Plan' form.
2. Enter the desired date in the 'Plan Date' field.
3. Select the desired value in the 'Plan Type' field.
4. Select "Draft" in the 'Treatment Plan Status' field.
5. Click [Launch Plan].
6. Add a problem, goal, objective and intervention.
7. Populate all required and desired fields.
8. Click [Back To Plan Page].
9. Select "Final" in the 'Treatment Plan Status' field.
10. Click [Submit].
11. Access the 'CareFabric Monitor' form.
12. Enter the current date in the 'From Date' and 'Through Date' fields.
13. Click [View Activity Log].
14. Validate the 'CareFabric Monitor Report' contains a "CarePlanCreated", "CarePlanGoalCreated", "CarePlanInterventionCreated", and "CarePlanProblemCreated" record.
15. Click [Click To View Record] for the "CarePlanCreated" record.
16. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
17. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
18. Validate all other information displays.
19. Navigate back to the 'CareFabric Monitor Report'.
20. Click [Click To View Record] for the "CarePlanGoalCreated" record.
21. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
22. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
23. Validate the 'goalCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.271".
24. Validate all other information displays.
25. Navigate back to the 'CareFabric Monitor Report'.
26. Click [Click To View Record] for the "CarePlanInterventionCreated" record.
27. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
28. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
29. Validate all other information displays.
30. Navigate back to the 'CareFabric Monitor Report'.
31. Click [Click To View Record] for the "CarePlanProblemCreated" record.
32. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
33. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
34. Validate all other information displays.
35. Close the reports and the form.

• Multiple system code functionality is not enabled.

1. Access the 'Admission' form.
2. Verify the 'Select Client' dialog is displayed.
3. Enter any new value in the 'Last Name' and 'First Name' fields.
4. Select any value in the 'Sex' field.
5. Click [Search].
6. Validate a "Search Results" message is displayed stating: No matches found.
7. Click [New Client].
8. Validate a "Client" message displays indicating "Auto Assign Next ID Number?"
9. Click [Yes].
10. Enter the current date in the 'Preadmit/Admission Date' field.
11. Enter the current time in the 'Preadmit/Admission Time' field.
12. Select the desired program in the 'Program' field.
13. Enter any value in the 'Type Of Admission' field.
14. Enter the desired practitioner in the 'Admitting Practitioner' field.
15. Click [Submit].
16. Access the 'CareFabric Monitor' form.
17. Enter the current date in the 'From Date' field.
18. Enter the current date in the 'Through Date' field.
19. Enter the client admitted in the previous steps in the 'Client ID' field.
20. Click [View Activity Log].
21. Validate the 'CareFabric Monitor Report' is displayed.
22. Select the 'ProgramAdmissionCreated' activity type.
23. Click [Click to View Record].
24. Validate all filed information is populated.
25. Validate the 'accessTags' - 'type' field contains "tag-External".
26. Validate the 'accessTags' - 'value' field contains "ProgramCode:#". (NOTE: ProgramCode:# will be the program number that the client was admitted into.)
27. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
28. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
29. Close the report and the form.

• A client is enrolled in an existing episode (Client A).

1. Select "Client A" and access the 'Patient Health Questionnaire-9' form.
2. Populate all required fields.
3. Select "Final" in the 'Assessment Status' field.
4. Click [OK] and [Submit].
5. Access the 'CareFabric Monitor' form.
6. Enter the current date in the 'From Date' and 'Through Date' fields.
7. Click [View Activity Log].
8. Validate the 'CareFabric Monitor Report' contains a "EhrAssessmentResultCreated" record.
9. Click [Click To View Record].
10. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
11. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
12. Validate the assessment data is displayed.
13. Close the report and the form.

• A client must be enrolled in an existing episode (Client A).
• Multiple system code functionality is not enabled.

1. Select "Client A" and access the 'Discharge' form.
2. Enter the current date in the 'Date Of Discharge' field.
3. Enter the current time in the 'Discharge Time' field.
4. Select any value in the 'Type Of Discharge' field.
5. Enter the desired practitioner in the 'Discharge Practitioner' field.
6. Select the desired value in the 'Discharge Client Living Arrangement' field.
7. Enter the desired value in the 'Hospital Discharge Instructions' field.
8. Click [Submit].
9. Access the 'CareFabric Monitor' form.
10. Enter the current date in the 'From Date' field.
11. Enter the current date in the 'Through Date' field.
12. Enter "Client A" in the 'Client ID' field.
13. Click [View Activity Log].
14. Select "ProgramDischargeCreated" in the 'Activity Type' field.
15. Click [Click to View Record].
16. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
17. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
18. Validate the 'accessTags' - 'type' field contains "tag-External".
19. Validate the 'accessTags' - 'value' field contains "ProgramCode:#". (NOTE: ProgramCode:# will be the program number that the client was admitted into.)
20. Validate all other filed information is populated.
21. Close the report and the form.

• A client must be enrolled in an existing episode (Client A).
• A service code must be defined that is a visit (Service Code A).

1. Access the 'Client Charge Input' form.
2. Enter the current date in the 'Date Of Service' field.
3. Enter "Client A" in the 'Client ID' field.
4. Select "Episode 1" in the 'Episode Number' field.
5. Enter "Service Code A" in the 'Service Code' field.
6. Enter the desired practitioner in the 'Practitioner' field.
7. Validate a "Form Return" message is displayed stating: "Submitting has completed. Do you wish to return to form?"
8. Click [No].
9. Open the 'CareFabric Monitor' form.
10. Enter the current date in the 'From Date' and 'Through Date' fields.
11. Click [View Activity Log].
12. Select the "VisitCreated" activity type.
13. Click [Click to View Record].
14. Validate a report with the 'VisitCreated' payload is displayed.
15. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
16. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
17. Validate the visit data is displayed.
18. Close the report and the form.

• A client must be enrolled in an existing episode (Client A).
• A service code must be defined that is a service (Service Code A).

1. Open the 'Client Charge Input' form.
2. Enter the current date in the 'Date Of Service' field.
3. Enter "Client A" in the 'Client ID' field.
4. Select "Episode 1" in the 'Episode Number' field.
5. Enter "Service Code A" in the 'Service Code' field.
6. Enter the desired practitioner in the 'Practitioner' field.
7. Click [Submit].
8. Validate a "Form Return" message is displayed stating: "Submitting has completed. Do you wish to return to form?"
9. Click [No].
10. Open the 'CareFabric Monitor' form.
11. Set the 'From Date' field to the current date.
12. Set the 'Through Date' field to the current date.
13. Set the 'Client ID' field to "Client A".
14. Click [View Activity Log].
15. Select "ServiceCreated" from the 'Activity Type' label.
16. Click [Click to View Record].
17. Validate a report with the 'ServiceCreated' payload is displayed.
18. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
19. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
20. Validate the service data is displayed.
21. Close the report and form.

• A client must be enrolled in an existing episode (Client A).
• A service code must be defined that is an intervention (Service Code A).

1. Open the 'Client Charge Input' form.
2. Enter the current date in the 'Date Of Service' field.
3. Enter "Client A" in the 'Client ID' field.
4. Select "Episode 1" in the 'Episode Number' field.
5. Enter "Service Code A" in the 'Service Code' field.
6. Enter the desired practitioner in the 'Practitioner' field.
7. Click [Submit].
8. Validate a "Form Return" message is displayed stating: "Submitting has completed. Do you wish to return to form?"
9. Click [No].
10. Open the 'CareFabric Monitor' form.
11. Set the 'From Date' field to the current date.
12. Set the 'Through Date' field to the current date.
13. Set the 'Client ID' field to "Client A".
14. Click [View Activity Log].
15. Select "InterventionCreated" from the 'Activity Type' label.
16. Click [Click to View Record].
17. Validate a report with the 'InterventionCreated' payload is displayed.
18. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
19. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
20. Validate the intervention data is displayed.
21. Close the report and form.

• A client is enrolled in an existing episode (Client A);

1. Select "Client A" and access the 'Vitals Entry' form.
2. Select "Add" in the 'Update Vital Sign' field.
3. Populate all required and desired fields.
4. Enter the desired value in the 'Comments' field.
5. Click [Submit].
6. Access the 'CareFabric Monitor' form.
7. Enter the current date in the 'From Date' and 'Through Date' fields.
8. Click [View Activity Log].
9. Validate the 'CareFabric Monitor Report' contains a "VitalSignSetCreated" record.
10. Click [Click To View Record].
11. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
12. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
13. Validate the 'notes' field contains the 'Comments' filed in the previous steps.
14. Validate all vitals information is displayed.
15. Close the report and the form.

• A client is enrolled in an existing episode (Client A).

1. Select "Client A" and access the 'Discharge' form.
2. Enter the desired date in the 'Date Of Discharge'.
3. Enter the desired time in the 'Discharge Time' field.
4. Select the desired value in the 'Type Of Discharge' field.
5. Enter the desired practitioner in the 'Discharge Practitioner' field.
6. Enter the desired value in the 'Hospital Discharge Instructions' field.
7. Click [Submit].
8. Access the 'CareFabric Monitor' form.
9. Enter the current date in the 'From Date' and 'Through Date' fields.
10. Enter "Client A" in the 'Client ID' field.
11. Click [View Activity Log].
12. Validate the 'CareFabric Monitor Report' contains an "InstructionCreated" record.
13. Click [Click To View Record].
14. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
15. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
16. Validate the 'instructionID' - 'id' field contains a unique identifier (ex. 20693||6600.71).
17. Validate the 'instructionText' field contains the value entered in 'Hospital Discharge Instructions' field in the previous steps.
18. Close the report and the form.

• A client is enrolled in an existing episode (Client A).
• Must have the following dictionary values defined for the "(16214) Status" CWS dictionary for 'Problem Status':
• (A) Active
• (I) Inactive
• The following extended dictionaries must be defined for the "(16214) Status" CWS dictionary values for 'Problem Status':
• (16254) ONC Clinical Status
• (16255) ONC Verified Status

1. Select "Client A" and access the 'Problem List' form.
2. Click [View/Enter Problems].
3. Enter the desired new problem.
4. Select "Active" in the 'Status' field.
5. Populate any other required and desired fields.
6. Click [Save] and [Submit].
7. Access the 'CareFabric Monitor' form.
8. Enter the current date in the 'From Date' and 'Through Date' fields.
9. Click [View Activity Log].
10. Validate the 'CareFabric Monitor Report' contains a "ProblemCreated" record.
11. Click [Click To View Record].
12. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
13. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
14. Validate the 'clientID' - 'id' field contains "Client A".
15. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the status selected.
16. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the status selected.
17. Validate the 'statusCode' - 'displayName' field contains "Active".
18. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the status selected.
19. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the status selected.
20. Validate all other problem data displays as expected.
21. Close the report and the form.
22. Select "Client A" and access the 'Problem List' form.
23. Click [View/Enter Problems].
24. Validate the 'Problem List' grid is displayed and contains the problem filed in the previous steps.
25. Select "Inactive" in the 'Status' field for the existing problem.
26. Click [Save] and [Submit].
27. Access the 'CareFabric Monitor' form.
28. Enter the current date in the 'From Date' and 'Through Date' fields.
29. Click [View Activity Log].
30. Validate the 'CareFabric Monitor Report' contains a "ProblemUpdated" record.
31. Click [Click To View Record].
32. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
33. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
34. Validate the 'clientID' - 'id' field contains "Client A".
35. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the new status selected.
36. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the new status selected.
37. Validate the 'statusCode' - 'displayName' field contains "Inactive".
38. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the new status selected.
39. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the new status selected.
40. Validate all other problem data displays as expected.
41. Close the report and the form.

• A client is enrolled in an existing episode (Client A).
• Must have the following dictionary values defined for the "(16214) Status" CWS dictionary for 'Problem Status':
• (A) Active
• (I) Inactive
• (V) Voided
• The following extended dictionaries must be defined for the "(16214) Status" CWS dictionary values for 'Problem Status':
• (16254) ONC Clinical Status
• (16255) ONC Verified Status

1. Select "Client A" and access the 'Problem List' form.
2. Click [View/Enter Problems].
3. Enter the desired new problem.
4. Select "Active" in the 'Status' field.
5. Enter the desired value in the 'Comments' field. Please note: the 'ClientRecordedStatusCreated' and 'ClientRecordedStatusUpdated' SDK events will only be triggered when this field is populated.
6. Click [Save] and [Submit].
7. Access the 'CareFabric Monitor' form.
8. Enter the current date in the 'From Date' and 'Through Date' fields.
9. Enter "Client A" in the 'Client ID' field.
10. Enter "ClientRecordedStatusCreated" in the 'Event/Action Search' field.
11. Click [View Activity Log].
12. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusCreated" record for "Client A".
13. Click [Click To View Record].
14. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
15. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
16. Validate the 'clientID' - 'id' field contains "Client A".
17. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the status selected.
18. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the status selected.
19. Validate the 'narrative' field contains the value entered in the 'Comments' field in the 'Problem List' form.
20. Validate the 'statusCode' - 'code' field contains "A".
21. Validate the 'statusCode' - 'displayName' field contains "Active"
22. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the status selected.
23. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the status selected.
24. Close the report and the form.
25. Select "Client A" and access the 'Problem List' form.
26. Click [View/Enter Problems].
27. Validate the problem filed in the previous steps is displayed.
28. Select "Inactive" in the 'Status' field.
29. Enter any new value in the 'Comments' field.
30. Click [Save] and [Submit].
31. Access the 'CareFabric Monitor' form.
32. Enter the current date in the 'From Date' and 'Through Date' fields.
33. Enter "Client A" in the 'Client ID' field.
34. Enter "ClientRecordedStatusUpdated" in the 'Event/Action Search' field.
35. Click [View Activity Log].
36. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusUpdated" record for "Client A".
37. Click [Click To View Record].
38. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
39. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
40. Validate the 'clientID' - 'id' field contains "Client A".
41. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the new status selected.
42. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the new status selected.
43. Validate the 'narrative' field contains the new value entered in the 'Comments' field in the 'Problem List' form.
44. Validate the 'statusCode' - 'code' field contains "I".
45. Validate the 'statusCode' - 'displayName' field contains "Inactive"
46. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the new status selected.
47. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the new status selected.
48. Select "Client A" and access the 'Problem List' form.
49. Click [View/Enter Problems].
50. Validate the problem filed in the previous steps is displayed.
51. Delete the existing value in the 'Comments' field. This will trigger the 'ClientRecordedStatusDeleted' SDK event.
52. Click [Save] and [Submit].
53. Access the 'CareFabric Monitor' form.
54. Enter the current date in the 'From Date' and 'Through Date' fields.
55. Enter "Client A" in the 'Client ID' field.
56. Enter "ClientRecordedStatusDeleted" in the 'Event/Action Search' field.
57. Click [View Activity Log].
58. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusDeleted" record for "Client A".
59. Validate the 'clientID' - 'id' field contains "Client A".
60. Validate the 'clinicalStatusCode' field contains "null".
61. Validate the 'narrative' field contains "null".
62. Validate the 'statusCode' field contains "null".
63. Validate the 'verificationStatusCode' field contains "null".
64. Close the report and the form.
65. Select "Client A" and access the 'Problem List' form.
66. Click [View/Enter Problems].
67. Validate the problem filed in the previous steps is displayed.
68. Enter the desired value in the 'Comments' field.
69. Click [Save] and [Submit].
70. Access the 'CareFabric Monitor' form.
71. Enter the current date in the 'From Date' and 'Through Date' fields.
72. Enter "Client A" in the 'Client ID' field.
73. Enter "ClientRecordedStatusUpdated" in the 'Event/Action Search' field.
74. Click [View Activity Log].
75. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusUpdated" record for "Client A".
76. Click [Click To View Record].
77. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
78. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
79. Validate the 'clientID' - 'id' field contains "Client A".
80. Validate the 'narrative' field contains the new value entered in the 'Comments' field in the 'Problem List' form.
81. Validate all other data is displayed as expected.
82. Close the report and the form.
83. Select "Client A" and access the 'Problem List' form.
84. Click [View/Enter Problems].
85. Validate the problem filed in the previous steps is displayed.
86. Select "Voided" in the 'Status' field. This will also trigger the 'ClientRecordedStatusDeleted' SDK event.
87. Click [Save] and [Submit].
88. Access the 'CareFabric Monitor' form.
89. Enter the current date in the 'From Date' and 'Through Date' fields.
90. Enter "Client A" in the 'Client ID' field.
91. Enter "ClientRecordedStatusDeleted" in the 'Event/Action Search' field.
92. Click [View Activity Log].
93. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusDeleted" record for "Client A".
94. Validate the 'clientID' - 'id' field contains "Client A".
95. Validate the 'clinicalStatusCode' field contains "null".
96. Validate the 'narrative' field contains "null".
97. Validate the 'statusCode' field contains "null".
98. Validate the 'verificationStatusCode' field contains "null".
99. Close the report and the form.

• A client is enrolled in an existing episode (Client A).

1. Access the 'Client Health Maintenance' form.
2. Select "Client A" in the 'Client ID' field.
3. Click [Update].
4. Select the desired value in the 'Vaccine' field.
5. Select the desired value in the 'Dose' field.
6. Select the desired value in the 'Provided By' field.
7. Enter the desired date in the 'Date' field.
8. Select "No" in the 'Refused' field.
9. Populate all other required and desired fields.
10. Click [Save] and [Submit].
11. Access the 'CareFabric Monitor' form.
12. Enter the current date in the 'From Date' and 'Through Date' fields.
13. Click [View Activity Log].
14. Validate the 'CareFabric Monitor Report' contains a "ImmunizationCreated" record.
15. Click [Click To View Record].
16. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
17. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
18. Validate the 'statusCode' - 'code' field contains "completed".
19. Validate the 'statusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.295"
20. Validate the 'statusCode' - 'codeSystemName' field contains "ImmunizationStatusCodes".
21. Validate the 'statusCode' - 'displayName' field contains "Completed".
22. Validate the immunization information is displayed.
23. Close the report and the form.

• A client is enrolled in an existing episode (Client A).
• Avatar CWS 2022 Update 109 is required for full functionality.

1. Access the 'Implantable Device List' form.
2. Select "Client A" in the 'Client Search' field.
3. Select the desired device in the 'Unique Device Identifier Search' field.
4. Click [File Implantable Device To Client].
5. Validate a message is displayed stating: Filed Successfully.
6. Click [OK] and [Submit].
7. Access the 'CareFabric Monitor' form.
8. Enter the current date in the 'From Date' and 'Through Date' fields.
9. Click [View Activity Log].
10. Validate the 'CareFabric Monitor Report' contains a "ClientMedicalDeviceCreated" record.
11. Click [Click To View Record].
12. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
13. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
14. Validate the device data is displayed.
15. Close the report and the form.

• A client must be enrolled in an existing episode (Client A).
• The extended dictionary is defined for the 'Sexual Orientation' and 'Gender Identity' data elements in 'Dictionary Update'.

1. Select "Client A" and access the 'Update Client Data' form.
2. Enter the desired value in the 'Address - Street' field.
3. Enter the desired value in the 'Apartment or Unit' field.
4. Enter the desired value in the 'Zip Code' field.
5. Enter the desired value in the 'City' field.
6. Select the desired value in the 'State' field.
7. Enter the desired date in the 'Address Start Date' field.
8. Enter the desired value in the 'Home Phone' field.
9. Enter the desired value in the 'Work Phone' field.
10. Enter the desired value in the 'Cell Phone' field.
11. Enter the desired value in the 'Client's Email Address' field.
12. Select the desired value in the 'Sexual Orientation' field.
13. Select the desired value in the 'Gender Identity' field.
14. Click [Submit].
15. Access the 'CareFabric Monitor' form.
16. Enter the current date in the 'From Date' and 'Through Date' fields.
17. Enter "Client A" in the 'Client ID' field.
18. Click [View Activity Log].
19. Validate the 'CareFabric Monitor Report' contains a "ClientUpdated" record and select it.
20. Click [Click To View Record].
21. Validate the 'addresses' - 'city' field contains the value entered in the previous steps.
22. Validate the 'addresses' - 'fromDate' field contains the 'Address Start Date' entered in the previous steps.
23. Validate the 'addresses' - 'stateCode' field contains the value entered in the previous steps.
24. Validate the 'addresses' - 'street1' field contains the value entered in the previous steps.
25. Validate the 'addresses' - 'street2' field contains the value entered in the previous steps.
26. Validate the 'addresses' - 'zipCode' field contains the value entered in the previous steps.
27. Validate the 'addresses' - 'typeCode' - 'code' field contains "H".
28. Validate the 'addresses' - 'typeCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.67".
29. Validate the 'addresses' - 'typeCode' - 'codeSystemName' field contains "Address".
30. Validate the 'addresses' - 'typeCode' - 'displayName' field contains "Home".
31. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
32. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
33. Validate the 'genderIdentityCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.972".
34. Validate the 'genderIdentityCode' - 'displayName' field contains the value entered in the previous steps.
35. Validate the 'sexualOrientationCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.29".
36. Validate the 'sexualOrientationCode' - 'displayName' field contains the value entered in the previous steps.
37. Validate the 'emailAccounts' - 'address' field contains the value entered in the previous steps.
38. Validate the 'emailAccounts' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.73".
39. Validate the 'emailAccounts' - 'codeSystemName' field contains "Email Account".
40. Validate the 'phoneNumbers' - 'codeSystem' fields contains "2.16.840.1.113883.4.642.3.73".
41. Validate the 'phoneNumbers' - 'number' fields contain the value entered in the previous steps.
42. Validate any other filed data is displayed.
43. Navigate back to the 'CareFabric Monitor Report' and select the "ClientDemographicsCreated" record.
44. Click [Click To View Record].
45. Validate the 'addresses' - 'city' field contains the value entered in the previous steps.
46. Validate the 'addresses' - 'fromDate' field contains the 'Address Start Date' entered in the previous steps.
47. Validate the 'addresses' - 'stateCode' field contains the value entered in the previous steps.
48. Validate the 'addresses' - 'street1' field contains the value entered in the previous steps.
49. Validate the 'addresses' - 'street2' field contains the value entered in the previous steps.
50. Validate the 'addresses' - 'zipCode' field contains the value entered in the previous steps.
51. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
52. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
53. Close the report and the form.

• A client is enrolled in an existing episode (Client A).
• Multiple system code functionality is not enabled.

1. Access the 'Progress Notes (Group and Individual)' form.
2. Enter "Client A" in the 'Select Client' field.
3. Select any value in the 'Select Episode' field.
4. Select "New Service" in the 'Progress Note For' field.
5. Select any value in the 'Note Type' field.
6. Enter any value in the 'Notes Field' field.
7. Enter the desired practitioner in the 'Practitioner' field.
8. Enter the current date in the 'Date Of Service' field.
9. Enter any value in the 'Service Code' field.
10. Select "Final" in the 'Draft/Final' field.
11. Click [File Note].
12. Validate a "Progress Notes" message is displayed stating: Note Filed.
13. Click [OK].
14. Access the 'CareFabric Monitor' form.
15. Enter the current date in the 'From Date' field.
16. Enter the current date in the 'Through Date' field.
17. Enter "Client A" in the 'Client ID' field.
18. Click [View Activity Log].
19. Select "ProgressNoteCreated" in the 'Activity Type' field.
20. Click [Click to View Record].
21. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
22. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
23. Validate all progress note data displays as expected.
24. Close the report and the form.

• A client must be enrolled in an existing episode (Client A).

1. Access the 'Scheduling Calendar' form.
2. Right click on an available time slot and click [Add New Appointment].
3. Enter desired service code in the 'Service Code' field.
4. Enter "Client A" in the 'Client' field.
5. Select "Episode 1" in the 'Episode Number' field.
6. Click [Submit] and [Dismiss].
7. Access the "CareFabric Monitor" form.
8. Enter the current date in the 'From Date' field.
9. Enter the current date in the 'Through Date' field.
10. Enter "Client A" in the 'Client ID' field.
11. Click [View Activity Log].
12. Validate the 'CareFabric Monitor Report' contains an "AppointmentCreated" record.
13. Click [Click To View Record].
14. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
15. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
16. Validate the 'clientID' - 'id' field contains "Client A's" Client ID.
17. Validate the appointment data is populated as expected.
18. Close the report and close the form.

• A client is enrolled in an existing episode (Client A);

1. Select "Client A" and access the 'Vitals Entry' form.
2. Select "Add" in the 'Update Vital Sign' field.
3. Populate all required and desired fields.
4. Enter the desired value in the 'Comments' field.
5. Click [Submit].
6. Access the 'CareFabric Monitor' form.
7. Enter the current date in the 'From Date' and 'Through Date' fields.
8. Click [View Activity Log].
9. Validate the 'CareFabric Monitor Report' contains a "VitalSignSetCreated" record.
10. Click [Click To View Record].
11. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
12. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
13. Validate the 'notes' field contains the 'Comments' filed in the previous steps.
14. Validate all vitals information is displayed.
15. Close the report and the form.

• myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
• The 'Progress Notes (Group and Individual)' form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate.
• The 'Progress Notes (Group and Individual)' form must have document routing enabled.
• A user is defined with the following (User A):
• Access to Bells Notes
• Associated practitioner (Practitioner A)
• Does not require a supervisor's approval for document routing
• Access to the 'My To Do's' widget on the HomeView.
• The 'Activate Program/Location Filter' registry setting is enabled.
• A program is defined (Program A) with two associated locations (Location A, Location B). "Location A" is the default location for this program.
• A client is enrolled in "Program A" (Client A).

1. Access the 'Scheduling Calendar' form.
2. Right click in the 'Appointment Grid' and click [Add Appointment].
3. Enter the desired service code in the 'Service Code' field.
4. Enter "Client A" in the 'Client' field.
5. Select the desired value in the 'Episode Number' field.
6. Validate "Program A" is selected in the 'Program' field.
7. Select "Location B" in the 'Location' field.
8. Validate the 'Practitioner' field is populated with "Practitioner A"
9. Fill out all required fields.
10. Click [Submit].
11. Validate successful submission.
12. Validate the scheduled appointment is added to the 'Scheduling Calendar' form.
13. Log into Bells Notes with existing login credentials.
14. Click the 'Agenda' section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar.
15. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes.
16. Click [Start Note] and verify the existence of the 'Session Information' window.
17. Fill out all required fields and select the desired note type.
18. Validate user is able to start a note successfully.
19. Verify the existence of "Client A" in the client header when note is started.
20. Fill out all required fields.
21. Click [Sign Note].
22. Validate the Sign Note' dialog is displayed.
23. Enter the pin for "User A" in the 'Pin' field and click [Sign].
24. Validate a message is displayed stating: Note Signed Successfully.
25. Log into myAvatar as [UserA].
26. Navigate to the "My To Do's" widget.
27. Locate the To Do just routed and click [Approve Document].
28. Validate the document is displayed with the progress note data, including the correct location (Location B) and an electronic signature at the bottom for "Practitioner A" as Author.
29. Click [Accept].
30. Enter the password for "User A" in the 'Verify Password' dialog and click [OK].
31. Validate the To-Do is no longer displayed.

• myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
• The 'Progress Notes (Group and Individual)' form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate.
• 'Progress Notes (Group and Individual)' must have document routing enabled.
• A user is defined with the following (User A):
• Access to Bells Notes
• Associated practitioner
• Does not require a supervisor's approval for document routing
• Access to the 'My To Do's' widget on the HomeView.
• A client is enrolled in an existing episode (Client A).
• The 'Warning Message for "Draft" Forms' registry setting is enabled with a value.

1. Log into Bells Notes with existing login credentials for "User A".
2. Search for "Client A".
3. Click [Start Note] and verify the existence of the 'Session Information' window.
4. Fill out all required fields and select the desired note type.
5. Verify the existence of "Client A" in the client header when note is started.
6. Fill out all required fields.
7. Click [Sign Note].
8. Validate the Sign Note' dialog is displayed.
9. Enter the pin for "User A" in the 'Pin' field and click [Sign].
10. Validate a message is displayed stating: Note Signed Successfully.
11. Log into myAvatar as "User A".
12. Navigate to the "My To Do's" widget.
13. Select the "Sign" section.
14. Validate the 'Search Documents' field contains the progress note document sent via Bells Notes for "Client A".
15. Validate the 'Document' field contains the progress note data.
16. Click [Accept].
17. Validate the 'Search Documents' field no longer contains the progress note document for "Client A".
18. Validate the 'Accepted Documents' field contains the accepted progress note document for "Client A".
19. Click [Sign All].
20. Enter the password for "User A" in the 'Verify Password' dialog and click [OK].
21. Validate the 'Accepted Documents' field no longer contains the progress note document for "Client A".

• myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
• The 'Progress Notes (Group and Individual)' form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate.
• The 'Progress Notes (Group and Individual)' form must have document routing enabled.
• A user is defined with the following (User A):
• Access to Bells Notes
• Associated practitioner
• Does not require a supervisor's approval for document routing
• Access to the 'My To Do's' widget on the HomeView.
• A client is enrolled in an existing episode (Client A).
• The 'Warning Message for "Draft" Forms' registry setting is enabled with a value.

1. Log into Bells Notes with existing login credentials for "User A".
2. Search for "Client A".
3. Click [Start Note] and verify the existence of the 'Session Information' window.
4. Fill out all required fields and select the desired note type.
5. Verify the existence of "Client A" in the client header when note is started.
6. Fill out all required fields.
7. Click [Sign Note].
8. Validate the Sign Note' dialog is displayed.
9. Enter the pin for "User A" in the 'Pin' field and click [Sign].
10. Validate a message is displayed stating: Note Signed Successfully.
11. Log into myAvatar as "User A".
12. Navigate to the "My To Do's" widget.
13. Select the "All" section.
14. Validate a To-Do is displayed for the progress note sent via Bells Notes for "Client A".
15. Click [Approve Document].
16. Validate the progress note data is displayed.
17. Click [Accept].
18. Enter the password for "User A" in the 'Verify Password' field and click [OK].
19. Validate the To-Do is no longer displayed.

• myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
• The 'Progress Notes (Group and Individual)' form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate.
• The 'Progress Notes (Group and Individual)' form must have document routing enabled.
• A user is defined [UserA] with the following:
• Access to Bells Notes
• Associated practitioner (Practitioner A)
• Requires a supervisor's approval for document routing (Practitioner B)
• Access to the 'My To Do's' widget on the HomeView
• Must be logged in as this user
• A user is defined [UserB] with the following:
• Associated practitioner (Practitioner B)
• Does not require a supervisor's approval for document routing
• Access to the 'My To Do's' widget on the HomeView
• The 'Activate Program/Location Filter' registry setting is enabled.
• A program is defined (Program A) with two associated locations (Location A, Location B). "Location A" is the default location for this program.
• A client is enrolled in "Program A" (Client A).

1. Access the 'Scheduling Calendar' form.
2. Right click in the 'Appointment Grid' and click [Add Appointment].
3. Enter the desired service code in the 'Service Code' field.
4. Enter "Client A" in the 'Client' field.
5. Select the desired value in the 'Episode Number' field.
6. Validate "Program A" is selected in the 'Program' field.
7. Select "Location B" in the 'Location' field.
8. Validate the 'Practitioner' field is populated with "Practitioner A"
9. Fill out all required fields.
10. Click [Submit].
11. Validate successful submission.
12. Validate the scheduled appointment is added to the 'Scheduling Calendar' form.
13. Log into Bells Notes with existing login credentials.
14. Click the 'Agenda' section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar.
15. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes.
16. Click [Start Note] and verify the existence of the 'Session Information' window.
17. Fill out all required fields and select the desired note type.
18. Validate user is able to start a note successfully.
19. Verify the existence of "Client A" in the client header when note is started.
20. Fill out all required fields.
21. Click [Sign Note].
22. Validate the Sign Note' dialog is displayed.
23. Enter the pin for "User A" in the 'Pin' field and click [Sign].
24. Validate a message is displayed stating: Note Signed Successfully.
25. Log into myAvatar as [UserB].
26. Navigate to the "My To Do's" widget.
27. Locate the To Do just routed and click [Approve Document].
28. Validate the document is displayed with the progress note data, including the correct location (Location B) and an electronic signature at the bottom for "Practitioner A" as Author and "Practitioner B" as Supervisor.
29. Click [Accept].
30. Enter the password for [UserB] in the 'Verify Password' dialog and click [OK].
31. Validate the To-Do is no longer displayed.

• myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
• A user is defined [UserA] with the following:
• Access to Bells Notes with an existing client admitted (Client A)
• Associated practitioner
• Must be logged in as this user
• 'Progress Notes' widget accessible on the HomeView
• The 'Progress Notes (Group and Individual)' form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate.
• Document routing is disabled for the 'Progress Notes (Group and Individual)' form.
• The 'Activate Program/Location Filter' registry setting is enabled.
• A program is defined (Program A) with two associated locations (Location A, Location B). "Location A" is the default location for this program.
• A client is enrolled in "Program A" (Client A).

1. Access the 'Scheduling Calendar' form.
2. Right click in the 'Appointment Grid' and click [Add Appointment].
3. Enter the desired service code in the 'Service Code' field.
4. Enter "Client A" in the 'Client' field.
5. Select the desired value in the 'Episode Number' field.
6. Validate "Program A" is selected in the 'Program' field.
7. Select "Location B" in the 'Location' field.
8. Fill out all required fields.
9. Click [Submit].
10. Validate successful submission.
11. Validate the scheduled appointment is added to the 'Scheduling Calendar' form.
12. Log into Bells Notes with existing login credentials.
13. Click the 'Agenda' section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar.
14. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes.
15. Click [Start Note] and verify the existence of the 'Session Information' window.
16. Fill out all required fields and select the desired note type.
17. Validate user is able to start a note successfully.
18. Verify the existence of "Client A" in the client header when note is started.
19. Fill out all required fields.
20. Click [Sign Note].
21. Validate the Sign Note' dialog is displayed.
22. Enter the pin for "User A" in the 'Pin' field and click [Sign].
23. Validate a message is displayed stating: Note Signed Successfully.
24. Log into myAvatar as [UserA].
25. Select "Client A" and navigate to the 'Progress Notes' widget.
26. Validate the finalized progress note signed in Bells Notes is displayed with all progress note information, including the correct location (Location B).

• 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.

1. Access the 'Practitioner Enrollment' form.
2. Enter any new value in the 'Select Staff' dialog and click [New Staff].
3. Enter the desired value in the 'Name' field. Please note: this is a required field for Mobile CareGiver+ integration.
4. Enter the desired date in the 'Date Of Birth' field. Please note: this is a required field for Mobile CareGiver+ integration.
5. Enter the desired date in the 'Registration Date' field.
6. Enter the desired value in the 'Office Address - Zip Code' field.
7. Enter the desired value in the 'Office Telephone (1)' field.
8. Enter the desired value in the 'Cellular Telephone' field. Please note: this is a required field for Mobile CareGiver+ integration.
9. Select the desired value in the 'Sex' field.
10. Enter the desired value in the 'Staff EVV ID' field. Please note: this is a required field for Mobile CareGiver+ integration.
11. Enter the desired value in the 'Email Address' field. Please note: this is a required field for Mobile CareGiver+ integration.
12. Enter the desired value in the 'Staff EVV Type' field. Please note: this is a required field for Mobile CareGiver+ integration.
13. Select the "Categories/Taxonomy" section.
14. Select "Create New" in the 'Category/Taxonomy' field.
15. Enter the desired date in the 'Effective Date' field.
16. Select the desired value in the 'Practitioner Category' field.
17. Select the desired value(s) in the 'Discipline' field.
18. Select the desired value(s) in the 'Practitioner Categories For Coverage' field.
19. Click [Add Practitioner Categories] and [OK].
20. Click [Submit].
21. Access the 'Practitioner Information (Confidential)' form.
22. Enter the desired value in the 'Social Security #' field.
23. Click [Submit].
24. Access the 'CareFabric Monitor' form.
25. Enter the current date in the 'From Date' and 'Through Date' fields.
26. Select "EvvResourceUpdated" in the 'Event/Action Search' field.
27. Click [View Activity Log].
28. Validate the 'CareFabric Monitor Report' contains an "EvvResourceUpdated" record for the new practitioner.
29. Click [Click to View Record].
30. Validate the 'birthDate' field contains the 'Date of Birth'.
31. Validate the 'emailAccounts' - 'address' field contains the 'Email Address'.
32. Validate the 'isActive' field contains "true".
33. Validate the 'name' - 'first' field contains the practitioner's first name.
34. Validate the 'name' - 'last' field contains the practitioner's last name.
35. Validate the 'phoneNumber' - 'number' field contains the practitioner's phone number.
36. Validate the 'phoneNumber' - 'phoneNumberID' - 'id' field contains the practitioner's ID with "SC" at the end indicating "Staff Cell".
37. Validate the 'phoneNumber' - 'typeCode' - 'code' field contains "Cell".
38. Validate the 'providerOrganizationIDs' - 'id' field contains the 'EVV Provider Organization ID'(s) filed in 'Program Maintenance'.
39. Validate the 'resourceID' - 'id' field contains the practitioner's ID.
40. Validate the 'resourceStateID' - 'id' field contains the 'Staff EVV ID'.
41. Validate the 'resourceStateIDs' - id' field contains the 'Staff EVV ID'.
42. Validate the 'resourceStateIDs' - 'type' field contains the 'Staff EVV Type'.
43. Validate the 'ssn' field contains the practitioner's social security number.
44. Close the report and the form.

• 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.

1. Access the 'Practitioner Enrollment' form.
2. Enter any new value in the 'Select Staff' dialog and click [New Staff].
3. Enter the desired value in the 'Name' field. Please note: this is a required field for Mobile CareGiver+ integration.
4. Enter the desired date in the 'Date Of Birth' field. Please note: this is a required field for Mobile CareGiver+ integration.
5. Enter the desired date in the 'Registration Date' field.
6. Enter the desired value in the 'Office Address - Zip Code' field.
7. Enter the desired value in the 'Office Telephone (1)' field.
8. Enter the desired value in the 'Cellular Telephone' field. Please note: this is a required field for Mobile CareGiver+ integration.
9. Select the desired value in the 'Sex' field.
10. Enter the desired value in the 'Staff EVV ID' field. Please note: this is a required field for Mobile CareGiver+ integration.
11. Enter the desired value in the 'Email Address' field. Please note: this is a required field for Mobile CareGiver+ integration.
12. Enter the desired value in the 'Staff EVV Type' field. Please note: this is a required field for Mobile CareGiver+ integration.
13. Select the "Categories/Taxonomy" section.
14. Select "Create New" in the 'Category/Taxonomy' field.
15. Enter the desired date in the 'Effective Date' field.
16. Select the desired value in the 'Practitioner Category' field.
17. Select the desired value(s) in the 'Discipline' field.
18. Select the desired value(s) in the 'Practitioner Categories For Coverage' field.
19. Click [Add Practitioner Categories] and [OK].
20. Click [Submit].
21. Access the 'Practitioner Information (Confidential)' form.
22. Enter the desired value in the 'Social Security #' field.
23. Click [Submit].
24. Access the 'CareFabric Monitor' form.
25. Enter the current date in the 'From Date' and 'Through Date' fields.
26. Select "EvvResourceUpdated" in the 'Event/Action Search' field.
27. Click [View Activity Log].
28. Validate the 'CareFabric Monitor Report' contains an "EvvResourceUpdated" record for the new practitioner.
29. Click [Click to View Record].
30. Validate the 'birthDate' field contains the 'Date Of Birth'.
31. Validate the 'emailAccounts' - 'address' field contains the 'Email Address'.
32. Validate the 'isActive' field contains "true".
33. Validate the 'name' - 'first' field contains the practitioner's first name.
34. Validate the 'name' - 'last' field contains the practitioner's last name.
35. Validate the 'phoneNumber' - 'number' field contains the practitioner's phone number.
36. Validate the 'phoneNumber' - 'phoneNumberID' - 'id' field contains the practitioner's ID with "SC" at the end indicating "Staff Cell".
37. Validate the 'phoneNumber' - 'typeCode' - 'code' field contains "Cell".
38. Validate the 'providerOrganizationIDs' - 'id' field contains the 'EVV Provider Organization ID'(s) filed in 'Program Maintenance'.
39. Validate the 'resourceID' - 'id' field contains the practitioner's ID.
40. Validate the 'resourceStateID' - 'id' field contains the 'Staff EVV ID'.
41. Validate the 'resourceStateIDs' - id' field contains the 'Staff EVV ID'.
42. Validate the 'resourceStateIDs' - 'type' field contains the 'Staff EVV Type'.
43. Validate the 'ssn' field contains the practitioner's social security number.
44. Close the report and the form.
45. Access the 'Practitioner Termination' form for the new practitioner.
46. Enter the desired date in the 'Termination Date' field.
47. Select the desired value in the 'Reason For Termination' field.
48. Click [Submit].
49. Access the 'CareFabric Monitor' form.
50. Enter the current date in the 'From Date' and 'Through Date' fields.
51. Select "EvvResourceUpdated" in the 'Event/Action Search' field.
52. Click [View Activity Log].
53. Validate the 'CareFabric Monitor Report' contains a second "EvvResourceUpdated" record for the now terminated practitioner.
54. Click [Click to View Record].
55. Validate the 'isActive' field now contains "false".
56. Close the report and the form.

• Avatar 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.

1. Access the 'Admission' form.
2. Enter any new values in the 'Client Search' dialog.
3. Click [New Client] and [Yes].
4. Validate the 'Client Name' field contains the value entered in the previous steps. Please note: this is a required field for Mobile CareGiver+ integration.
5. Select the desired value in the 'Sex' field. Please note: this is a required field for Mobile CareGiver+ integration.
6. Enter the desired date in the 'Date of Birth' field. Please note: this is a required field for Mobile CareGiver+ integration.
7. Enter the desired date in the 'Preadmit/Admission Date' field.
8. Enter the desired time in the 'Preadmit/Admission Time' field.
9. Select "Program A" in the 'Program' field.
10. Select the desired value in the 'Type Of Admission' field.
11. Select the desired practitioner in the 'Admitting Practitioner' field.
12. Enter the desired value in the 'Social Security Number' field.
13. Select the "Demographics" section.
14. Enter the desired value in the 'Address - Street' field. Please note: this is a required field for Mobile CareGiver+ integration.
15. Enter the desired value in the 'Zipcode' field. Please note: this is a required field for Mobile CareGiver+ integration.
16. Enter the desired value in the 'Cell Phone' field. Please note: at least one phone number (either Home or Cell) is a required field for Mobile CareGiver+ integration.
17. Enter the desired value in the 'Home Phone' field.
18. Enter the desired value in the 'Work Phone' field.
19. Click [Submit]. Please note: this will be referred to as "Client A" from now on.
20. Select "Client A" and access the 'Financial Eligibility' form.
21. Select the "Guarantor Selection" section.
22. Select "Guarantor A" in the 'Guarantor #' field.
23. Select "(Non-Contract) Commercial" in the 'Guarantor Plan' field.
24. Select "No" in the 'Customize Guarantor Plan' field.
25. Select "Yes" in the 'Eligibility Verified' field.
26. Enter the desired date in the 'Coverage Effective Date' field.
27. Select "Self" in the 'Client's Relationship to Subscriber' field.
28. Select "Yes" in the 'Subscriber Assignment Of Benefits' field.
29. Enter the desired value in the 'Subscriber Policy #' field.
30. Enter the desired value in the 'Subscriber Medicaid #' field.
31. Select the desired value in the 'Subscriber Release Of Info' field.
32. Select the "Financial Eligibility" section.
33. Select "Guarantor A" in the 'Guarantor #1' field. Please note: this is a required field for Mobile CareGiver+ integration.
34. Click [Submit].
35. Access the 'CareFabric Monitor' form.
36. Enter the current date in the 'From Date' and 'Through Date' fields.
37. Select "Client A" in the 'Client ID' field.
38. Select "EvvClientUpdated" in the 'Event/Action Search' field.
39. Click [View Activity Log].
40. Validate the 'CareFabric Monitor Report' contains an "EvvClientUpdated" record for "Client A".
41. Click [Click to View Record].
42. Validate the 'addresses' - 'addressID' - 'id' field contains "Client A's" PATID with an H on the end, indicating "Home".
43. Validate the 'addresses' - 'city' field contains the city "Client A" lives in.
44. Validate the 'addresses' - 'stateCode' field contains the state "Client A" lives in.
45. Validate the 'addresses' - 'typeCode' - 'code' field contains "Home".
46. Validate the 'addresses' - 'zipCode' field contains the zip code "Client A" lives in.
47. Validate the birthDate' field contains "Client A's" birth date.
48. Validate the 'clientGenderCode' - 'code' field contains "Client A's" gender (ex. F).
49. Validate the 'clientGenderCode' - 'displayName' field contains "Client A's" gender (ex. Female).
50. Validate the 'clientID' - 'id' field contains "Client A's" PATID.
51. Validate the 'clientOrg' field contains the facility being used.
52. Validate the 'insPlans' - 'effectiveStartDate' field contains the 'Coverage Effective Date' entered in the previous steps.
53. Validate the 'insPlans' - 'insPayerID' - 'humanReadableValue' field contains "Guarantor A".
54. Validate the 'insPlans' - 'insPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
55. Validate the 'insPlans' - 'insPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
56. Validate the 'insPlans' - 'mcgInsPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
57. Validate the 'insPlans' - 'mcgInsPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
58. Validate the 'policyID' field contains the 'Subscriber Policy #' entered in the previous steps.
59. Validate the 'medicaidID' field contains the 'Subscriber Medicaid #' entered in the previous steps.
60. Validate the 'name' - 'first' field contains "Client A's" first name.
61. Validate the 'name' - 'last' field contains "Client A's" last name.
62. Validate the 'phoneNumbers' - 'number' field contains "Client A's" phone number
63. Validate the 'phoneNumbers' - 'phoneNumberID' - 'id' field contains "Client A's" PATID with an identifier at the end (ex. "PC" indicating Patient Cell, "PH" indicating Patient Home).
64. Validate the 'phoneNumbers' - 'typeCode' - 'code' field contains the type of phone number (ex. Cell, Office, or Home).
65. Validate both the 'Home Phone' & 'Cell Phone' numbers are displayed.
66. Validate the 'Work Phone' number is not displayed. This is not used for Mobile CareGiver+ integration.
67. Validate the 'providerOrganizationID' - 'humanReadableValue' field contains the program code for "Program A".
68. Validate the 'providerOrganizationID' - 'id' field contains the 'EVV Provider Organization ID' for "Program A".
69. Close the report and the form.

• 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.

1. Access the 'Admission' form.
2. Enter any new values in the 'Client Search' dialog.
3. Click [New Client] and [Yes].
4. Validate the 'Client Name' field contains the value entered in the previous steps. Please note: this is a required field for Mobile CareGiver+ integration.
5. Select the desired value in the 'Sex' field. Please note: this is a required field for Mobile CareGiver+ integration.
6. Enter the desired date in the 'Date of Birth' field. Please note: this is a required field for Mobile CareGiver+ integration.
7. Enter the desired date in the 'Preadmit/Admission Date' field.
8. Enter the desired time in the 'Preadmit/Admission Time' field.
9. Select "Program A" in the 'Program' field.
10. Select the desired value in the 'Type Of Admission' field.
11. Select the desired practitioner in the 'Admitting Practitioner' field.
12. Enter the desired value in the 'Social Security Number' field.
13. Select the "Demographics" section.
14. Enter the desired value in the 'Address - Street' field. Please note: this is a required field for Mobile CareGiver+ integration.
15. Enter the desired value in the 'Zipcode' field. Please note: this is a required field for Mobile CareGiver+ integration.
16. Enter the desired value in the 'Cell Phone' field. Please note: at least one phone number (either Home or Cell) is a required field for Mobile CareGiver+ integration.
17. Enter the desired value in the 'Home Phone' field.
18. Enter the desired value in the 'Work Phone' field.
19. Click [Submit]. Please note: this will be referred to as "Client A" from now on.
20. Select "Client A" and access the 'Financial Eligibility' form.
21. Select the "Guarantor Selection" section.
22. Select "Guarantor A" in the 'Guarantor #' field.
23. Select "(Non-Contract) Commercial" in the 'Guarantor Plan' field.
24. Select "No" in the 'Customize Guarantor Plan' field.
25. Select "Yes" in the 'Eligibility Verified' field.
26. Enter the desired date in the 'Coverage Effective Date' field.
27. Select "Self" in the 'Client's Relationship to Subscriber' field.
28. Select "Yes" in the 'Subscriber Assignment Of Benefits' field.
29. Enter the desired value in the 'Subscriber Policy #' field.
30. Enter the desired value in the 'Subscriber Medicaid #' field.
31. Select the desired value in the 'Subscriber Release Of Info' field.
32. Select the "Financial Eligibility" section.
33. Select "Guarantor A" in the 'Guarantor #1' field.
34. Click [Submit].
35. Access the 'CareFabric Monitor' form.
36. Enter the current date in the 'From Date' and 'Through Date' fields.
37. Select "Client A" in the 'Client ID' field.
38. Select "EvvClientUpdated" in the 'Event/Action Search' field.
39. Click [View Activity Log].
40. Validate the 'CareFabric Monitor Report' does not contain an "EvvClientUpdated" record for "Client A".
41. Close the report and the form.
42. Select "Client A" and access the 'Financial Eligibility' form.
43. Select the "Guarantor Selection" section.
44. Click [Add New Row].
45. Select "Guarantor B" in the 'Guarantor #' field.
46. Select "(Non-Contract) Commercial" in the 'Guarantor Plan' field.
47. Select "No" in the 'Customize Guarantor Plan' field.
48. Select "Yes" in the 'Eligibility Verified' field.
49. Enter the desired date in the 'Coverage Effective Date' field.
50. Select "Self" in the 'Client's Relationship to Subscriber' field.
51. Select "Yes" in the 'Subscriber Assignment Of Benefits' field.
52. Enter the desired value in the 'Subscriber Policy #' field.
53. Enter the desired value in the 'Subscriber Medicaid #' field.
54. Select the desired value in the 'Subscriber Release Of Info' field.
55. Select the "Financial Eligibility" section.
56. Select "Guarantor A" in the 'Guarantor #1' field.
57. Select "Guarantor B" in the 'Guarantor #2' field. Please note: this is a required field for Mobile CareGiver+ integration.
58. Click [Submit].
59. Access the 'CareFabric Monitor' form.
60. Enter the current date in the 'From Date' and 'Through Date' fields.
61. Select "Client A" in the 'Client ID' field.
62. Select "EvvClientUpdated" in the 'Event/Action Search' field.
63. Click [View Activity Log].
64. Validate the 'CareFabric Monitor Report' contains an "EvvClientUpdated" record for "Client A".
65. Click [Click to View Record].
66. Validate the 'addresses' - 'addressID' - 'id' field contains "Client A's" PATID with an H on the end, indicating"Home".
67. Validate the 'addresses' - 'city' field contains the city "Client A" lives in.
68. Validate the 'addresses' - 'stateCode' field contains the state "Client A" lives in.
69. Validate the 'addresses' - 'typeCode' - 'code' field contains "Home".
70. Validate the 'addresses' - 'zipCode' field contains the zip code "Client A" lives in.
71. Validate the birthDate' field contains "Client A's" birth date.
72. Validate the 'clientGenderCode' - 'code' field contains "Client A's" gender (ex. F).
73. Validate the 'clientGenderCode' - 'displayName' field contains "Client A's" gender (ex. Female).
74. Validate the 'clientID' - 'id' field contains "Client A's" PATID.
75. Validate the 'clientOrg' field contains the facility being used.
76. Validate the 'insPlans' - 'effectiveStartDate' field contains the 'Coverage Effective Date' entered in the previous steps.
77. Validate the 'insPlans' - 'insPayerID' - 'humanReadableValue' field contains "Guarantor B".
78. Validate the 'insPlans' - 'insPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
79. Validate the 'insPlans' - 'insPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
80. Validate the 'insPlans' - 'mcgInsPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
81. Validate the 'insPlans' - 'mcgInsPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
82. Validate the 'policyID' field contains the 'Subscriber Policy #' entered in the previous steps.
83. Validate the 'medicaidID' field contains the 'Subscriber Medicaid #' entered in the previous steps.
84. Validate the 'name' - 'first' field contains "Client A's" first name.
85. Validate the 'name' - 'last' field contains "Client A's" last name.
86. Validate the 'phoneNumbers' - 'number' field contains "Client A's" phone number
87. Validate the 'phoneNumbers' - 'phoneNumberID' - 'id' field contains "Client A's" PATID with an identifier at the end (ex. "PC" indicating Patient Cell, "PH" indicating Patient Home).
88. Validate the 'phoneNumbers' - 'typeCode' - 'code' field contains the type of phone number (ex. Cell, Office, or Home).
89. Validate both the 'Home Phone' & 'Cell Phone' numbers are displayed
90. Validate the 'Work Phone' number is not displayed. This is not used for Mobile CareGiver+ integration.
91. Validate the 'providerOrganizationID' - 'humanReadableValue' field contains the program code for "Program A".
92. Validate the 'providerOrganizationID' - 'id' field contains the 'EVV Provider Organization ID' for "Program A".
93. Close the report and the form.

• 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.

1. Access the 'Admission' form.
2. Enter any new values in the 'Client Search' dialog.
3. Click [New Client] and [Yes].
4. Validate the 'Client Name' field contains the value entered in the previous steps. Please note: this is a required field for Mobile CareGiver+ integration.
5. Select the desired value in the 'Sex' field. Please note: this is a required field for Mobile CareGiver+ integration.
6. Enter the desired date in the 'Date of Birth' field. Please note: this is a required field for Mobile CareGiver+ integration.
7. Enter the desired date in the 'Preadmit/Admission Date' field.
8. Enter the desired time in the 'Preadmit/Admission Time' field.
9. Select "Program A" in the 'Program' field.
10. Select the desired value in the 'Type Of Admission' field.
11. Select the desired practitioner in the 'Admitting Practitioner' field.
12. Enter the desired value in the 'Social Security Number' field.
13. Select the "Demographics" section.
14. Enter the desired value in the 'Address - Street' field. Please note: this is a required field for Mobile CareGiver+ integration.
15. Enter the desired value in the 'Zipcode' field. Please note: this is a required field for Mobile CareGiver+ integration.
16. Enter the desired value in the 'Cell Phone' field. Please note: at least one phone number (either Home or Cell) is a required field for Mobile CareGiver+ integration.
17. Enter the desired value in the 'Home Phone' field.
18. Enter the desired value in the 'Work Phone' field.
19. Click [Submit]. Please note: this will be referred to as "Client A" from now on.
20. Select "Client A" and access the 'Financial Eligibility' form.
21. Select the "Guarantor Selection" section.
22. Select "Guarantor A" in the 'Guarantor #' field.
23. Select "(Non-Contract) Commercial" in the 'Guarantor Plan' field.
24. Select "No" in the 'Customize Guarantor Plan' field.
25. Select "Yes" in the 'Eligibility Verified' field.
26. Enter the desired date in the 'Coverage Effective Date' field.
27. Select "Self" in the 'Client's Relationship to Subscriber' field.
28. Select "Yes" in the 'Subscriber Assignment Of Benefits' field.
29. Enter the desired value in the 'Subscriber Policy #' field.
30. Enter the desired value in the 'Subscriber Medicaid #' field.
31. Select the desired value in the 'Subscriber Release Of Info' field.
32. Select the "Financial Eligibility" section.
33. Select "Guarantor A" in the 'Guarantor #1' field. Please note: this is a required field for Mobile CareGiver+ integration.
34. Click [Submit].
35. Access the 'CareFabric Monitor' form.
36. Enter the current date in the 'From Date' and 'Through Date' fields.
37. Select "Client A" in the 'Client ID' field.
38. Select "EvvClientUpdated" in the 'Event/Action Search' field.
39. Click [View Activity Log].
40. Validate the 'CareFabric Monitor Report' contains an "EvvClientUpdated" record for "Client A".
41. Click [Click to View Record].
42. Validate the 'addresses' - 'addressID' - 'id' field contains "Client A's" PATID with an H on the end, indicating "Home".
43. Validate the 'addresses' - 'city' field contains the city "Client A" lives in.
44. Validate the 'addresses' - 'stateCode' field contains the state "Client A" lives in.
45. Validate the 'addresses' - 'typeCode' - 'code' field contains "Home".
46. Validate the 'addresses' - 'zipCode' field contains the zip code "Client A" lives in.
47. Validate the birthDate' field contains "Client A's" birth date.
48. Validate the 'clientGenderCode' - 'code' field contains "Client A's" gender (ex. F).
49. Validate the 'clientGenderCode' - 'displayName' field contains "Client A's" gender (ex. Female).
50. Validate the 'clientID' - 'id' field contains "Client A's" PATID.
51. Validate the 'clientOrg' field contains the facility being used.
52. Validate the 'insPlans' - 'effectiveStartDate' field contains the 'Coverage Effective Date' entered in the previous steps.
53. Validate the 'insPlans' - 'insPayerID' - 'humanReadableValue' field contains "Guarantor A".
54. Validate the 'insPlans' - 'insPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
55. Validate the 'insPlans' - 'insPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
56. Validate the 'insPlans' - 'mcgInsPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
57. Validate the 'insPlans' - 'mcgInsPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
58. Validate the 'policyID' field contains the 'Subscriber Policy #' entered in the previous steps.
59. Validate the 'medicaidID' field contains the 'Subscriber Medicaid #' entered in the previous steps.
60. Validate the 'name' - 'first' field contains "Client A's" first name.
61. Validate the 'name' - 'last' field contains "Client A's" last name.
62. Validate the 'phoneNumbers' - 'number' field contains "Client A's" phone number
63. Validate the 'phoneNumbers' - 'phoneNumberID' - 'id' field contains "Client A's" PATID with an identifier at the end (ex. "PC" indicating Patient Cell, "PH" indicating Patient Home).
64. Validate the 'phoneNumbers' - 'typeCode' - 'code' field contains the type of phone number (ex. Cell, Office, or Home).
65. Validate both the 'Home Phone' & 'Cell Phone' numbers are displayed.
66. Validate the 'Work Phone' number is not displayed. This is not used for Mobile CareGiver+ integration.
67. Validate the 'providerOrganizationID' - 'humanReadableValue' field contains the program code for "Program A".
68. Validate the 'providerOrganizationID' - 'id' field contains the 'EVV Provider Organization ID' for "Program A".
69. Close the report and the form.

• 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.

1. Access the 'CarePOV Management' form.
2. Select the "Electronic Visit Verification" section.
3. Validate the 'Mobile CareGiver+' section is displayed.
4. Validate the 'Enable Mobile CareGiver+' field is not required.
5. Select "Yes" in the 'Enable Mobile CareGiver+' field. Please note: when "Yes" is selected, certain fields on this form will now be hidden that are not relevant to this integration. If left blank, or if "No" is selected, all fields will display on the form.
6. Validate the 'Send Non EVV Payers' field is displayed.
7. Select the desired value in the 'Send Non EVV Payers' field.
8. Validate the 'Require Authorization' field is displayed.
9. Select the desired value in the 'Require Authorization' field.
10. Validate the 'Require Cancellation Reason' field is displayed.
11. Select the desired value in the 'Require Cancellation Reason' field.
12. Validate the 'Cancelled Appointment Status' field is displayed.
13. Select the desired value in the 'Cancelled Appointment Status' field.
14. Validate the 'Require State Acceptance Before Billing' field is displayed.
15. Select the desired value in the 'Require State Acceptance Before Billing' field.
16. Select the desired value in the 'EVV Admin User ID' field.
17. Select the desired value in the 'Progress Note Form' field.
18. Select the desired value in the 'Save Progress Notes' field.
19. Select the desired value in the 'Site' field.
20. Enter the desired value in the 'Medicaid Provider ID' field.
21. Select the desired value in the 'Provider Address To Be Sent' field.
22. Click [New Row] in the 'Payor Program ID' grid.
23. Select the desired guarantor in the 'Guarantor' field.
24. Enter the desired value in the 'Payer ID' field.
25. Enter the desired value in the 'Payer Program' field.
26. Enter the desired value in the 'Insurance Plan ID' field.
27. Enter the desired value in the 'MCG+ Payer ID' field.
28. Enter the desired value in the 'MCG+ Insurance Plan ID' field.
29. Repeat as needed for additional guarantor(s).
30. Click [New Row] in the 'Progress Note Form Mapping' grid.
31. Select the desired service code in the 'Service Code' field.
32. Select the desired program in the 'Program' field.
33. Select the desired progress note form in the 'Progress Note Form' field.
34. Repeat as needed for additional mappings.
35. Validate the 'Payloads' field contains "EvvClientUpdated" and "EvvResourceUpdated".
36. Select "EvvClientUpdated" and "EvvResourceUpdated" in the 'Payloads' field.
37. Click [Send EVV Payloads]. This will re-send events for any existing EVV clients/resources.
38. Validate a message is displayed stating: Payloads will be sent in the background. You will be notified when the process is completed.
39. Click [OK] and [Submit].
40. Validate a message is displayed stating: EVV payloads have been sent: "Resource #: Client #: Total #:" Please note: this may take a few minutes.
41. Click [OK].
42. Access the 'CarePOV Management' form.
43. Select the "Electronic Visit Verification" section.
44. Validate all previously filed data is displayed as filed.
45. Close the form.

• 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.

1. Access the 'Admission' form.
2. Enter any new values in the 'Client Search' dialog.
3. Click [New Client] and [Yes].
4. Validate the 'Client Name' field contains the value entered in the previous steps. Please note: this is a required field for Mobile CareGiver+ integration.
5. Select the desired value in the 'Sex' field. Please note: this is a required field for Mobile CareGiver+ integration.
6. Enter the desired date in the 'Date of Birth' field. Please note: this is a required field for Mobile CareGiver+ integration.
7. Enter the desired date in the 'Preadmit/Admission Date' field.
8. Enter the desired time in the 'Preadmit/Admission Time' field.
9. Select "Program A" in the 'Program' field.
10. Select the desired value in the 'Type Of Admission' field.
11. Select the desired practitioner in the 'Admitting Practitioner' field.
12. Enter the desired value in the 'Social Security Number' field.
13. Select the "Demographics" section.
14. Enter the desired value in the 'Address - Street' field. Please note: this is a required field for Mobile CareGiver+ integration.
15. Enter the desired value in the 'Zipcode' field. Please note: this is a required field for Mobile CareGiver+ integration.
16. Enter the desired value in the 'Cell Phone' field. Please note: at least one phone number (either Home or Cell) is a required field for Mobile CareGiver+ integration.
17. Enter the desired value in the 'Home Phone' field.
18. Enter the desired value in the 'Work Phone' field.
19. Click [Submit]. Please note: this will be referred to as "Client A" from now on.
20. Select "Client A" and access the 'Financial Eligibility' form.
21. Select the "Guarantor Selection" section.
22. Select "Guarantor A" in the 'Guarantor #' field.
23. Select "(Non-Contract) Commercial" in the 'Guarantor Plan' field.
24. Select "No" in the 'Customize Guarantor Plan' field.
25. Select "Yes" in the 'Eligibility Verified' field.
26. Enter the desired date in the 'Coverage Effective Date' field.
27. Select "Self" in the 'Client's Relationship to Subscriber' field.
28. Select "Yes" in the 'Subscriber Assignment Of Benefits' field.
29. Enter the desired value in the 'Subscriber Policy #' field.
30. Enter the desired value in the 'Subscriber Medicaid #' field.
31. Select the desired value in the 'Subscriber Release Of Info' field.
32. Select the "Financial Eligibility" section.
33. Select "Guarantor A" in the 'Guarantor #1' field.
34. Click [Submit].
35. Access the 'CareFabric Monitor' form.
36. Enter the current date in the 'From Date' and 'Through Date' fields.
37. Select "Client A" in the 'Client ID' field.
38. Select "EvvClientUpdated" in the 'Event/Action Search' field.
39. Click [View Activity Log].
40. Validate the 'CareFabric Monitor Report' does not contain an "EvvClientUpdated" record for "Client A".
41. Close the report and the form.
42. Select "Client A" and access the 'Financial Eligibility' form.
43. Select the "Guarantor Selection" section.
44. Click [Add New Row].
45. Select "Guarantor B" in the 'Guarantor #' field.
46. Select "(Non-Contract) Commercial" in the 'Guarantor Plan' field.
47. Select "No" in the 'Customize Guarantor Plan' field.
48. Select "Yes" in the 'Eligibility Verified' field.
49. Enter the desired date in the 'Coverage Effective Date' field.
50. Select "Self" in the 'Client's Relationship to Subscriber' field.
51. Select "Yes" in the 'Subscriber Assignment Of Benefits' field.
52. Enter the desired value in the 'Subscriber Policy #' field.
53. Enter the desired value in the 'Subscriber Medicaid #' field.
54. Select the desired value in the 'Subscriber Release Of Info' field.
55. Select the "Financial Eligibility" section.
56. Select "Guarantor A" in the 'Guarantor #1' field.
57. Select "Guarantor B" in the 'Guarantor #2' field. Please note: this is a required field for Mobile CareGiver+ integration.
58. Click [Submit].
59. Access the 'CareFabric Monitor' form.
60. Enter the current date in the 'From Date' and 'Through Date' fields.
61. Select "Client A" in the 'Client ID' field.
62. Select "EvvClientUpdated" in the 'Event/Action Search' field.
63. Click [View Activity Log].
64. Validate the 'CareFabric Monitor Report' contains an "EvvClientUpdated" record for "Client A".
65. Click [Click to View Record].
66. Validate the 'addresses' - 'addressID' - 'id' field contains "Client A's" PATID with an H on the end, indicating"Home".
67. Validate the 'addresses' - 'city' field contains the city "Client A" lives in.
68. Validate the 'addresses' - 'stateCode' field contains the state "Client A" lives in.
69. Validate the 'addresses' - 'typeCode' - 'code' field contains "Home".
70. Validate the 'addresses' - 'zipCode' field contains the zip code "Client A" lives in.
71. Validate the birthDate' field contains "Client A's" birth date.
72. Validate the 'clientGenderCode' - 'code' field contains "Client A's" gender (ex. F).
73. Validate the 'clientGenderCode' - 'displayName' field contains "Client A's" gender (ex. Female).
74. Validate the 'clientID' - 'id' field contains "Client A's" PATID.
75. Validate the 'clientOrg' field contains the facility being used.
76. Validate the 'insPlans' - 'effectiveStartDate' field contains the 'Coverage Effective Date' entered in the previous steps.
77. Validate the 'insPlans' - 'insPayerID' - 'humanReadableValue' field contains "Guarantor B".
78. Validate the 'insPlans' - 'insPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
79. Validate the 'insPlans' - 'insPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
80. Validate the 'insPlans' - 'mcgInsPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
81. Validate the 'insPlans' - 'mcgInsPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
82. Validate the 'policyID' field contains the 'Subscriber Policy #' entered in the previous steps.
83. Validate the 'medicaidID' field contains the 'Subscriber Medicaid #' entered in the previous steps.
84. Validate the 'name' - 'first' field contains "Client A's" first name.
85. Validate the 'name' - 'last' field contains "Client A's" last name.
86. Validate the 'phoneNumbers' - 'number' field contains "Client A's" phone number
87. Validate the 'phoneNumbers' - 'phoneNumberID' - 'id' field contains "Client A's" PATID with an identifier at the end (ex. "PC" indicating Patient Cell, "PH" indicating Patient Home).
88. Validate the 'phoneNumbers' - 'typeCode' - 'code' field contains the type of phone number (ex. Cell, Office, or Home).
89. Validate both the 'Home Phone' & 'Cell Phone' numbers are displayed
90. Validate the 'Work Phone' number is not displayed. This is not used for Mobile CareGiver+ integration.
91. Validate the 'providerOrganizationID' - 'humanReadableValue' field contains the program code for "Program A".
92. Validate the 'providerOrganizationID' - 'id' field contains the 'EVV Provider Organization ID' for "Program A".
93. Close the report and the form.

• A client is enrolled in an existing episode (Client A).
• Must have the following dictionary values defined for the "(10001) Status" CWS dictionary for 'Allergy Status':
• (C) Confirmed
• (I) Inactive
• The following extended dictionaries must be defined for the "(10001) Status" CWS dictionary values for 'Allergy Status':
• (13006) ONC Clinical Status
• (13007) ONC Verified Status

1. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
2. Click [Update] and [New Row].
3. Enter the desired new allergy.
4. Select "Confirmed" in the 'Status' field.
5. Populate any other required and desired fields.
6. Click [Save] and [Submit].
7. Access the 'CareFabric Monitor' form.
8. Enter the current date in the 'From Date' and 'Through Date' fields.
9. Click [View Activity Log].
10. Validate the 'CareFabric Monitor Report' contains a "AllergyCreated" record.
11. Click [Click To View Record].
12. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
13. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
14. Validate the 'clientID' - 'id' field contains "Client A".
15. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the status selected.
16. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the status selected.
17. Validate the 'statusCode' - 'displayName' field contains "Confirmed".
18. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the status selected.
19. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the status selected.
20. Validate all other allergy data displays as expected.
21. Close the report and the form.
22. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
23. Click [Update].
24. Validate the 'Allergies' grid contains the allergy filed in the previous steps.
25. Select "Inactive" in the 'Status' field.
26. Click [Save] and [Submit].
27. Access the 'CareFabric Monitor' form.
28. Enter the current date in the 'From Date' and 'Through Date' fields.
29. Click [View Activity Log].
30. Validate the 'CareFabric Monitor Report' contains a "AllergyUpdated" record.
31. Click [Click To View Record].
32. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
33. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
34. Validate the 'clientID' - 'id' field contains "Client A".
35. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the new status selected.
36. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the new status selected.
37. Validate the 'statusCode' - 'displayName' field contains "Inactive".
38. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the new status selected.
39. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the new status selected.
40. Validate all other allergy data displays as expected.
41. Close the report and the form.

• A client is enrolled in an existing episode (Client A).

1. Select "Client A" and access the 'Emergency Contact Information' form.
2. Enter the desired value in the 'Emergency Contact Name' field.
3. Populate any other desired fields.
4. Click [Submit].
5. Access the 'CareFabric Monitor' form.
6. Enter the current date in the 'From Date' and 'Through Date' fields.
7. Click [View Activity Log].
8. Validate the 'CareFabric Monitor Report' contains a "AssociatedPersonCreated" record.
9. Click [Click To View Record].
10. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
11. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
12. Validate the emergency contact information is displayed.
13. Close the report and the form.

• A client is enrolled in an existing episode (Client A).

1. Select "Client A" and access the 'Treatment Plan' form.
2. Enter the desired date in the 'Plan Date' field.
3. Select the desired value in the 'Plan Type' field.
4. Select "Draft" in the 'Treatment Plan Status' field.
5. Click [Launch Plan].
6. Add a problem, goal, objective and intervention.
7. Populate all required and desired fields.
8. Click [Back To Plan Page].
9. Select "Final" in the 'Treatment Plan Status' field.
10. Click [Submit].
11. Access the 'CareFabric Monitor' form.
12. Enter the current date in the 'From Date' and 'Through Date' fields.
13. Click [View Activity Log].
14. Validate the 'CareFabric Monitor Report' contains a "CarePlanCreated", "CarePlanGoalCreated", "CarePlanInterventionCreated", and "CarePlanProblemCreated" record.
15. Click [Click To View Record] for the "CarePlanCreated" record.
16. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
17. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
18. Validate all other information displays.
19. Navigate back to the 'CareFabric Monitor Report'.
20. Click [Click To View Record] for the "CarePlanGoalCreated" record.
21. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
22. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
23. Validate the 'goalCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.271".
24. Validate all other information displays.
25. Navigate back to the 'CareFabric Monitor Report'.
26. Click [Click To View Record] for the "CarePlanInterventionCreated" record.
27. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
28. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
29. Validate all other information displays.
30. Navigate back to the 'CareFabric Monitor Report'.
31. Click [Click To View Record] for the "CarePlanProblemCreated" record.
32. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
33. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
34. Validate all other information displays.
35. Close the reports and the form.

• Multiple system code functionality is not enabled.

1. Access the 'Admission' form.
2. Verify the 'Select Client' dialog is displayed.
3. Enter any new value in the 'Last Name' and 'First Name' fields.
4. Select any value in the 'Sex' field.
5. Click [Search].
6. Validate a "Search Results" message is displayed stating: No matches found.
7. Click [New Client].
8. Validate a "Client" message displays indicating "Auto Assign Next ID Number?"
9. Click [Yes].
10. Enter the current date in the 'Preadmit/Admission Date' field.
11. Enter the current time in the 'Preadmit/Admission Time' field.
12. Select the desired program in the 'Program' field.
13. Enter any value in the 'Type Of Admission' field.
14. Enter the desired practitioner in the 'Admitting Practitioner' field.
15. Click [Submit].
16. Access the 'CareFabric Monitor' form.
17. Enter the current date in the 'From Date' field.
18. Enter the current date in the 'Through Date' field.
19. Enter the client admitted in the previous steps in the 'Client ID' field.
20. Click [View Activity Log].
21. Validate the 'CareFabric Monitor Report' is displayed.
22. Select the 'ProgramAdmissionCreated' activity type.
23. Click [Click to View Record].
24. Validate all filed information is populated.
25. Validate the 'accessTags' - 'type' field contains "tag-External".
26. Validate the 'accessTags' - 'value' field contains "ProgramCode:#". (NOTE: ProgramCode:# will be the program number that the client was admitted into.)
27. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
28. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
29. Close the report and the form.

• A client is enrolled in an existing episode (Client A).

1. Select "Client A" and access the 'Patient Health Questionnaire-9' form.
2. Populate all required fields.
3. Select "Final" in the 'Assessment Status' field.
4. Click [OK] and [Submit].
5. Access the 'CareFabric Monitor' form.
6. Enter the current date in the 'From Date' and 'Through Date' fields.
7. Click [View Activity Log].
8. Validate the 'CareFabric Monitor Report' contains a "EhrAssessmentResultCreated" record.
9. Click [Click To View Record].
10. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
11. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
12. Validate the assessment data is displayed.
13. Close the report and the form.

• A client must be enrolled in an existing episode (Client A).
• Multiple system code functionality is not enabled.

1. Select "Client A" and access the 'Discharge' form.
2. Enter the current date in the 'Date Of Discharge' field.
3. Enter the current time in the 'Discharge Time' field.
4. Select any value in the 'Type Of Discharge' field.
5. Enter the desired practitioner in the 'Discharge Practitioner' field.
6. Select the desired value in the 'Discharge Client Living Arrangement' field.
7. Enter the desired value in the 'Hospital Discharge Instructions' field.
8. Click [Submit].
9. Access the 'CareFabric Monitor' form.
10. Enter the current date in the 'From Date' field.
11. Enter the current date in the 'Through Date' field.
12. Enter "Client A" in the 'Client ID' field.
13. Click [View Activity Log].
14. Select "ProgramDischargeCreated" in the 'Activity Type' field.
15. Click [Click to View Record].
16. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
17. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
18. Validate the 'accessTags' - 'type' field contains "tag-External".
19. Validate the 'accessTags' - 'value' field contains "ProgramCode:#". (NOTE: ProgramCode:# will be the program number that the client was admitted into.)
20. Validate all other filed information is populated.
21. Close the report and the form.

• A client must be enrolled in an existing episode (Client A).
• A service code must be defined that is a visit (Service Code A).

1. Access the 'Client Charge Input' form.
2. Enter the current date in the 'Date Of Service' field.
3. Enter "Client A" in the 'Client ID' field.
4. Select "Episode 1" in the 'Episode Number' field.
5. Enter "Service Code A" in the 'Service Code' field.
6. Enter the desired practitioner in the 'Practitioner' field.
7. Validate a "Form Return" message is displayed stating: "Submitting has completed. Do you wish to return to form?"
8. Click [No].
9. Open the 'CareFabric Monitor' form.
10. Enter the current date in the 'From Date' and 'Through Date' fields.
11. Click [View Activity Log].
12. Select the "VisitCreated" activity type.
13. Click [Click to View Record].
14. Validate a report with the 'VisitCreated' payload is displayed.
15. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
16. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
17. Validate the visit data is displayed.
18. Close the report and the form.

• A client must be enrolled in an existing episode (Client A).
• A service code must be defined that is a service (Service Code A).

1. Open the 'Client Charge Input' form.
2. Enter the current date in the 'Date Of Service' field.
3. Enter "Client A" in the 'Client ID' field.
4. Select "Episode 1" in the 'Episode Number' field.
5. Enter "Service Code A" in the 'Service Code' field.
6. Enter the desired practitioner in the 'Practitioner' field.
7. Click [Submit].
8. Validate a "Form Return" message is displayed stating: "Submitting has completed. Do you wish to return to form?"
9. Click [No].
10. Open the 'CareFabric Monitor' form.
11. Set the 'From Date' field to the current date.
12. Set the 'Through Date' field to the current date.
13. Set the 'Client ID' field to "Client A".
14. Click [View Activity Log].
15. Select "ServiceCreated" from the 'Activity Type' label.
16. Click [Click to View Record].
17. Validate a report with the 'ServiceCreated' payload is displayed.
18. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
19. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
20. Validate the service data is displayed.
21. Close the report and form.

• A client must be enrolled in an existing episode (Client A).
• A service code must be defined that is an intervention (Service Code A).

1. Open the 'Client Charge Input' form.
2. Enter the current date in the 'Date Of Service' field.
3. Enter "Client A" in the 'Client ID' field.
4. Select "Episode 1" in the 'Episode Number' field.
5. Enter "Service Code A" in the 'Service Code' field.
6. Enter the desired practitioner in the 'Practitioner' field.
7. Click [Submit].
8. Validate a "Form Return" message is displayed stating: "Submitting has completed. Do you wish to return to form?"
9. Click [No].
10. Open the 'CareFabric Monitor' form.
11. Set the 'From Date' field to the current date.
12. Set the 'Through Date' field to the current date.
13. Set the 'Client ID' field to "Client A".
14. Click [View Activity Log].
15. Select "InterventionCreated" from the 'Activity Type' label.
16. Click [Click to View Record].
17. Validate a report with the 'InterventionCreated' payload is displayed.
18. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
19. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
20. Validate the intervention data is displayed.
21. Close the report and form.

• A client is enrolled in an existing episode (Client A);

1. Select "Client A" and access the 'Vitals Entry' form.
2. Select "Add" in the 'Update Vital Sign' field.
3. Populate all required and desired fields.
4. Enter the desired value in the 'Comments' field.
5. Click [Submit].
6. Access the 'CareFabric Monitor' form.
7. Enter the current date in the 'From Date' and 'Through Date' fields.
8. Click [View Activity Log].
9. Validate the 'CareFabric Monitor Report' contains a "VitalSignSetCreated" record.
10. Click [Click To View Record].
11. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
12. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
13. Validate the 'notes' field contains the 'Comments' filed in the previous steps.
14. Validate all vitals information is displayed.
15. Close the report and the form.

• A client is enrolled in an existing episode (Client A).

1. Select "Client A" and access the 'Discharge' form.
2. Enter the desired date in the 'Date Of Discharge'.
3. Enter the desired time in the 'Discharge Time' field.
4. Select the desired value in the 'Type Of Discharge' field.
5. Enter the desired practitioner in the 'Discharge Practitioner' field.
6. Enter the desired value in the 'Hospital Discharge Instructions' field.
7. Click [Submit].
8. Access the 'CareFabric Monitor' form.
9. Enter the current date in the 'From Date' and 'Through Date' fields.
10. Enter "Client A" in the 'Client ID' field.
11. Click [View Activity Log].
12. Validate the 'CareFabric Monitor Report' contains an "InstructionCreated" record.
13. Click [Click To View Record].
14. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
15. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
16. Validate the 'instructionID' - 'id' field contains a unique identifier (ex. 20693||6600.71).
17. Validate the 'instructionText' field contains the value entered in 'Hospital Discharge Instructions' field in the previous steps.
18. Close the report and the form.

• A client is enrolled in an existing episode (Client A).
• Must have the following dictionary values defined for the "(16214) Status" CWS dictionary for 'Problem Status':
• (A) Active
• (I) Inactive
• The following extended dictionaries must be defined for the "(16214) Status" CWS dictionary values for 'Problem Status':
• (16254) ONC Clinical Status
• (16255) ONC Verified Status

1. Select "Client A" and access the 'Problem List' form.
2. Click [View/Enter Problems].
3. Enter the desired new problem.
4. Select "Active" in the 'Status' field.
5. Populate any other required and desired fields.
6. Click [Save] and [Submit].
7. Access the 'CareFabric Monitor' form.
8. Enter the current date in the 'From Date' and 'Through Date' fields.
9. Click [View Activity Log].
10. Validate the 'CareFabric Monitor Report' contains a "ProblemCreated" record.
11. Click [Click To View Record].
12. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
13. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
14. Validate the 'clientID' - 'id' field contains "Client A".
15. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the status selected.
16. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the status selected.
17. Validate the 'statusCode' - 'displayName' field contains "Active".
18. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the status selected.
19. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the status selected.
20. Validate all other problem data displays as expected.
21. Close the report and the form.
22. Select "Client A" and access the 'Problem List' form.
23. Click [View/Enter Problems].
24. Validate the 'Problem List' grid is displayed and contains the problem filed in the previous steps.
25. Select "Inactive" in the 'Status' field for the existing problem.
26. Click [Save] and [Submit].
27. Access the 'CareFabric Monitor' form.
28. Enter the current date in the 'From Date' and 'Through Date' fields.
29. Click [View Activity Log].
30. Validate the 'CareFabric Monitor Report' contains a "ProblemUpdated" record.
31. Click [Click To View Record].
32. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
33. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
34. Validate the 'clientID' - 'id' field contains "Client A".
35. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the new status selected.
36. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the new status selected.
37. Validate the 'statusCode' - 'displayName' field contains "Inactive".
38. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the new status selected.
39. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the new status selected.
40. Validate all other problem data displays as expected.
41. Close the report and the form.

• A client is enrolled in an existing episode (Client A).
• Must have the following dictionary values defined for the "(16214) Status" CWS dictionary for 'Problem Status':
• (A) Active
• (I) Inactive
• (V) Voided
• The following extended dictionaries must be defined for the "(16214) Status" CWS dictionary values for 'Problem Status':
• (16254) ONC Clinical Status
• (16255) ONC Verified Status

1. Select "Client A" and access the 'Problem List' form.
2. Click [View/Enter Problems].
3. Enter the desired new problem.
4. Select "Active" in the 'Status' field.
5. Enter the desired value in the 'Comments' field. Please note: the 'ClientRecordedStatusCreated' and 'ClientRecordedStatusUpdated' SDK events will only be triggered when this field is populated.
6. Click [Save] and [Submit].
7. Access the 'CareFabric Monitor' form.
8. Enter the current date in the 'From Date' and 'Through Date' fields.
9. Enter "Client A" in the 'Client ID' field.
10. Enter "ClientRecordedStatusCreated" in the 'Event/Action Search' field.
11. Click [View Activity Log].
12. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusCreated" record for "Client A".
13. Click [Click To View Record].
14. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
15. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
16. Validate the 'clientID' - 'id' field contains "Client A".
17. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the status selected.
18. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the status selected.
19. Validate the 'narrative' field contains the value entered in the 'Comments' field in the 'Problem List' form.
20. Validate the 'statusCode' - 'code' field contains "A".
21. Validate the 'statusCode' - 'displayName' field contains "Active"
22. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the status selected.
23. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the status selected.
24. Close the report and the form.
25. Select "Client A" and access the 'Problem List' form.
26. Click [View/Enter Problems].
27. Validate the problem filed in the previous steps is displayed.
28. Select "Inactive" in the 'Status' field.
29. Enter any new value in the 'Comments' field.
30. Click [Save] and [Submit].
31. Access the 'CareFabric Monitor' form.
32. Enter the current date in the 'From Date' and 'Through Date' fields.
33. Enter "Client A" in the 'Client ID' field.
34. Enter "ClientRecordedStatusUpdated" in the 'Event/Action Search' field.
35. Click [View Activity Log].
36. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusUpdated" record for "Client A".
37. Click [Click To View Record].
38. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
39. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
40. Validate the 'clientID' - 'id' field contains "Client A".
41. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the new status selected.
42. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the new status selected.
43. Validate the 'narrative' field contains the new value entered in the 'Comments' field in the 'Problem List' form.
44. Validate the 'statusCode' - 'code' field contains "I".
45. Validate the 'statusCode' - 'displayName' field contains "Inactive"
46. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the new status selected.
47. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the new status selected.
48. Select "Client A" and access the 'Problem List' form.
49. Click [View/Enter Problems].
50. Validate the problem filed in the previous steps is displayed.
51. Delete the existing value in the 'Comments' field. This will trigger the 'ClientRecordedStatusDeleted' SDK event.
52. Click [Save] and [Submit].
53. Access the 'CareFabric Monitor' form.
54. Enter the current date in the 'From Date' and 'Through Date' fields.
55. Enter "Client A" in the 'Client ID' field.
56. Enter "ClientRecordedStatusDeleted" in the 'Event/Action Search' field.
57. Click [View Activity Log].
58. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusDeleted" record for "Client A".
59. Validate the 'clientID' - 'id' field contains "Client A".
60. Validate the 'clinicalStatusCode' field contains "null".
61. Validate the 'narrative' field contains "null".
62. Validate the 'statusCode' field contains "null".
63. Validate the 'verificationStatusCode' field contains "null".
64. Close the report and the form.
65. Select "Client A" and access the 'Problem List' form.
66. Click [View/Enter Problems].
67. Validate the problem filed in the previous steps is displayed.
68. Enter the desired value in the 'Comments' field.
69. Click [Save] and [Submit].
70. Access the 'CareFabric Monitor' form.
71. Enter the current date in the 'From Date' and 'Through Date' fields.
72. Enter "Client A" in the 'Client ID' field.
73. Enter "ClientRecordedStatusUpdated" in the 'Event/Action Search' field.
74. Click [View Activity Log].
75. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusUpdated" record for "Client A".
76. Click [Click To View Record].
77. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
78. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
79. Validate the 'clientID' - 'id' field contains "Client A".
80. Validate the 'narrative' field contains the new value entered in the 'Comments' field in the 'Problem List' form.
81. Validate all other data is displayed as expected.
82. Close the report and the form.
83. Select "Client A" and access the 'Problem List' form.
84. Click [View/Enter Problems].
85. Validate the problem filed in the previous steps is displayed.
86. Select "Voided" in the 'Status' field. This will also trigger the 'ClientRecordedStatusDeleted' SDK event.
87. Click [Save] and [Submit].
88. Access the 'CareFabric Monitor' form.
89. Enter the current date in the 'From Date' and 'Through Date' fields.
90. Enter "Client A" in the 'Client ID' field.
91. Enter "ClientRecordedStatusDeleted" in the 'Event/Action Search' field.
92. Click [View Activity Log].
93. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusDeleted" record for "Client A".
94. Validate the 'clientID' - 'id' field contains "Client A".
95. Validate the 'clinicalStatusCode' field contains "null".
96. Validate the 'narrative' field contains "null".
97. Validate the 'statusCode' field contains "null".
98. Validate the 'verificationStatusCode' field contains "null".
99. Close the report and the form.

• A client is enrolled in an existing episode (Client A).

1. Access the 'Client Health Maintenance' form.
2. Select "Client A" in the 'Client ID' field.
3. Click [Update].
4. Select the desired value in the 'Vaccine' field.
5. Select the desired value in the 'Dose' field.
6. Select the desired value in the 'Provided By' field.
7. Enter the desired date in the 'Date' field.
8. Select "No" in the 'Refused' field.
9. Populate all other required and desired fields.
10. Click [Save] and [Submit].
11. Access the 'CareFabric Monitor' form.
12. Enter the current date in the 'From Date' and 'Through Date' fields.
13. Click [View Activity Log].
14. Validate the 'CareFabric Monitor Report' contains a "ImmunizationCreated" record.
15. Click [Click To View Record].
16. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
17. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
18. Validate the 'statusCode' - 'code' field contains "completed".
19. Validate the 'statusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.295"
20. Validate the 'statusCode' - 'codeSystemName' field contains "ImmunizationStatusCodes".
21. Validate the 'statusCode' - 'displayName' field contains "Completed".
22. Validate the immunization information is displayed.
23. Close the report and the form.

• A client is enrolled in an existing episode (Client A).
• Avatar CWS 2022 Update 109 is required for full functionality.

1. Access the 'Implantable Device List' form.
2. Select "Client A" in the 'Client Search' field.
3. Select the desired device in the 'Unique Device Identifier Search' field.
4. Click [File Implantable Device To Client].
5. Validate a message is displayed stating: Filed Successfully.
6. Click [OK] and [Submit].
7. Access the 'CareFabric Monitor' form.
8. Enter the current date in the 'From Date' and 'Through Date' fields.
9. Click [View Activity Log].
10. Validate the 'CareFabric Monitor Report' contains a "ClientMedicalDeviceCreated" record.
11. Click [Click To View Record].
12. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
13. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
14. Validate the device data is displayed.
15. Close the report and the form.

• A client must be enrolled in an existing episode (Client A).
• The extended dictionary is defined for the 'Sexual Orientation' and 'Gender Identity' data elements in 'Dictionary Update'.

1. Select "Client A" and access the 'Update Client Data' form.
2. Enter the desired value in the 'Address - Street' field.
3. Enter the desired value in the 'Apartment or Unit' field.
4. Enter the desired value in the 'Zip Code' field.
5. Enter the desired value in the 'City' field.
6. Select the desired value in the 'State' field.
7. Enter the desired date in the 'Address Start Date' field.
8. Enter the desired value in the 'Home Phone' field.
9. Enter the desired value in the 'Work Phone' field.
10. Enter the desired value in the 'Cell Phone' field.
11. Enter the desired value in the 'Client's Email Address' field.
12. Select the desired value in the 'Sexual Orientation' field.
13. Select the desired value in the 'Gender Identity' field.
14. Click [Submit].
15. Access the 'CareFabric Monitor' form.
16. Enter the current date in the 'From Date' and 'Through Date' fields.
17. Enter "Client A" in the 'Client ID' field.
18. Click [View Activity Log].
19. Validate the 'CareFabric Monitor Report' contains a "ClientUpdated" record and select it.
20. Click [Click To View Record].
21. Validate the 'addresses' - 'city' field contains the value entered in the previous steps.
22. Validate the 'addresses' - 'fromDate' field contains the 'Address Start Date' entered in the previous steps.
23. Validate the 'addresses' - 'stateCode' field contains the value entered in the previous steps.
24. Validate the 'addresses' - 'street1' field contains the value entered in the previous steps.
25. Validate the 'addresses' - 'street2' field contains the value entered in the previous steps.
26. Validate the 'addresses' - 'zipCode' field contains the value entered in the previous steps.
27. Validate the 'addresses' - 'typeCode' - 'code' field contains "H".
28. Validate the 'addresses' - 'typeCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.67".
29. Validate the 'addresses' - 'typeCode' - 'codeSystemName' field contains "Address".
30. Validate the 'addresses' - 'typeCode' - 'displayName' field contains "Home".
31. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
32. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
33. Validate the 'genderIdentityCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.972".
34. Validate the 'genderIdentityCode' - 'displayName' field contains the value entered in the previous steps.
35. Validate the 'sexualOrientationCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.29".
36. Validate the 'sexualOrientationCode' - 'displayName' field contains the value entered in the previous steps.
37. Validate the 'emailAccounts' - 'address' field contains the value entered in the previous steps.
38. Validate the 'emailAccounts' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.73".
39. Validate the 'emailAccounts' - 'codeSystemName' field contains "Email Account".
40. Validate the 'phoneNumbers' - 'codeSystem' fields contains "2.16.840.1.113883.4.642.3.73".
41. Validate the 'phoneNumbers' - 'number' fields contain the value entered in the previous steps.
42. Validate any other filed data is displayed.
43. Navigate back to the 'CareFabric Monitor Report' and select the "ClientDemographicsCreated" record.
44. Click [Click To View Record].
45. Validate the 'addresses' - 'city' field contains the value entered in the previous steps.
46. Validate the 'addresses' - 'fromDate' field contains the 'Address Start Date' entered in the previous steps.
47. Validate the 'addresses' - 'stateCode' field contains the value entered in the previous steps.
48. Validate the 'addresses' - 'street1' field contains the value entered in the previous steps.
49. Validate the 'addresses' - 'street2' field contains the value entered in the previous steps.
50. Validate the 'addresses' - 'zipCode' field contains the value entered in the previous steps.
51. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
52. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
53. Close the report and the form.

• A client is enrolled in an existing episode (Client A).
• Multiple system code functionality is not enabled.

1. Access the 'Progress Notes (Group and Individual)' form.
2. Enter "Client A" in the 'Select Client' field.
3. Select any value in the 'Select Episode' field.
4. Select "New Service" in the 'Progress Note For' field.
5. Select any value in the 'Note Type' field.
6. Enter any value in the 'Notes Field' field.
7. Enter the desired practitioner in the 'Practitioner' field.
8. Enter the current date in the 'Date Of Service' field.
9. Enter any value in the 'Service Code' field.
10. Select "Final" in the 'Draft/Final' field.
11. Click [File Note].
12. Validate a "Progress Notes" message is displayed stating: Note Filed.
13. Click [OK].
14. Access the 'CareFabric Monitor' form.
15. Enter the current date in the 'From Date' field.
16. Enter the current date in the 'Through Date' field.
17. Enter "Client A" in the 'Client ID' field.
18. Click [View Activity Log].
19. Select "ProgressNoteCreated" in the 'Activity Type' field.
20. Click [Click to View Record].
21. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
22. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
23. Validate all progress note data displays as expected.
24. Close the report and the form.

• A client must be enrolled in an existing episode (Client A).

1. Access the 'Scheduling Calendar' form.
2. Right click on an available time slot and click [Add New Appointment].
3. Enter desired service code in the 'Service Code' field.
4. Enter "Client A" in the 'Client' field.
5. Select "Episode 1" in the 'Episode Number' field.
6. Click [Submit] and [Dismiss].
7. Access the "CareFabric Monitor" form.
8. Enter the current date in the 'From Date' field.
9. Enter the current date in the 'Through Date' field.
10. Enter "Client A" in the 'Client ID' field.
11. Click [View Activity Log].
12. Validate the 'CareFabric Monitor Report' contains an "AppointmentCreated" record.
13. Click [Click To View Record].
14. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
15. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
16. Validate the 'clientID' - 'id' field contains "Client A's" Client ID.
17. Validate the appointment data is populated as expected.
18. Close the report and close the form.

• A client is enrolled in an existing episode (Client A);

1. Select "Client A" and access the 'Vitals Entry' form.
2. Select "Add" in the 'Update Vital Sign' field.
3. Populate all required and desired fields.
4. Enter the desired value in the 'Comments' field.
5. Click [Submit].
6. Access the 'CareFabric Monitor' form.
7. Enter the current date in the 'From Date' and 'Through Date' fields.
8. Click [View Activity Log].
9. Validate the 'CareFabric Monitor Report' contains a "VitalSignSetCreated" record.
10. Click [Click To View Record].
11. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
12. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
13. Validate the 'notes' field contains the 'Comments' filed in the previous steps.
14. Validate all vitals information is displayed.
15. Close the report and the form.