Avatar CareFabric 2022 Quarterly Release 2022.04 Acceptance Tests

Internal testing only.

Internal testing only.

Internal testing only.

• A client is enrolled in an existing episode and is between 0-3 years old (Client A).

1. Select "Client A" and access the 'Vitals Entry' form.
2. Select "Add" in the 'Update Vital Sign' field.
3. Enter the desired date in the 'Date' field.
4. Enter the desired time in the 'Time' field.
5. Enter the desired value in the 'Weight (lbs)' field and validate the 'Weight (kgs)' field is calculated accordingly.
6. Enter the desired value in the 'Head Circumference (in)' field and validate the 'Head Circumference (cm)' field is populated accordingly. Note: if the 'Head Circumference (cm)' field is populated first, it will populate the 'Head Circumference (in)' field accordingly.
7. Validate the 'Head Occipital-Circumference Percentile (Birth - 36 months) field is populated based off the value entered in the 'Head Circumference' field. Note: this field is read-only.
8. Enter the desired value in the 'Length (in)' field and validate the 'Length (cm)' field is populated accordingly. Note: if the 'Length (cm)' field is populated first, it will populate the 'Length (in)' field accordingly.
9. Validate the 'Weight for Length Percentile (Birth - 36 months)' field is populated based off the values entered in the 'Length' and 'Weight' fields. Note: this field is read-only.
10. Populate any other desired fields.
11. Click [Submit] and close the form.
12. Access the 'CareFabric Monitor' form.
13. Enter the current date in the 'From Date' and 'Through Date' fields.
14. Select "Client A" in the 'Client ID' field.
15. Click [View Activity Log].
16. Validate the 'CareFabric Monitor Report' contains a "VitalSignSetCreated" record.
17. Click [Click To View Record].
18. Validate all vitals information is displayed.
19. Close the report and the form.

• A client is enrolled an existing episode and is between the ages of 0-3 years old (Client A).

1. Select "Client A" and access the 'Vitals Entry' form.
2. Select "Add" in the 'Update Vital Sign' field.
3. Enter the desired date in the 'Date' field.
4. Enter the desired time in the 'Time' field.
5. Enter the desired value in the 'Weight (lbs)' field and validate the 'Weight (kgs)' field is calculated accordingly.
6. Validate the 'Head Circumference (in)', 'Head Circumference (cm)' and 'Head Occipital-frontal Circumference Percentile (Birth - 36 months)' fields are displayed.
7. Please note: these fields will only be enabled for a client between the ages of 0-3 years old.
8. Enter the desired value in the 'Head Circumference (in)' field and validate the 'Head Circumference (cm)' field is populated accordingly. Note: if the 'Head Circumference (cm)' field is populated first, it will populate the 'Head Circumference (in)' field accordingly.
9. For Avatar NX users only, please note: due to a known issue with the field label display in Avatar NX, the 'Head Circumference' text box should be used to populate 'Head Circumference (in)' and the 'Head Circumference (in)' field should be used to populate 'Head Circumference (cm)'. The 'Head Circumference (cm)' field should be ignored. If desired, use 'Form Designer' to rename/remove the fields accordingly.
10. Validate the 'Head Occipital-Circumference Percentile (Birth - 36 months) field is populated based off the value entered in the 'Head Circumference' field. Note: this field is read-only.
11. Validate the 'Length (in)', 'Length (cm)' and 'Weight for Length Percentile (Birth - 36 months) fields are displayed.
12. Please note: these fields will only be enabled for a client between the ages of 0-3 years old.
13. Enter the desired value in the 'Length (in)' field and validate the 'Length (cm)' field is populated accordingly. Note: if the 'Length (cm)' field is populated first, it will populate the 'Length (in)' field accordingly.
14. For Avatar NX users only, please note: due to a known issue with the field label display in Avatar NX, the 'Length' text box should be used to populate 'Length (in)' and the 'Length (in)' field should be used to populate 'Length (cm)'. The 'Length (cm)' field should be ignored. If desired, use 'Form Designer' to rename/remove the fields accordingly.
15. Validate the 'Weight for Length Percentile (Birth - 36 months)' field is populated based off the values entered in the 'Length' and 'Weight' fields. Note: this field is read-only.
16. Populate any other desired fields.
17. Click [Submit] and [Yes] to return to form.
18. Select "Edit" in the 'Update Vital Sign' field.
19. Click [Select Vital Sign].
20. Select the vitals filed in the previous steps and click [OK].
21. Validate the vitals filed in the previous steps are displayed.
22. Validate the 'Weight' fields contain the values filed in the previous steps.
23. Validate the 'Head Circumference' fields contain the values filed in the previous steps.
24. Validate the 'Head Occipital-Circumference Percentile (Birth - 36 months)' field contains the value filed in the previous steps.
25. Validate the 'Length' fields contain the values filed in the previous steps.
26. Validate the 'Weight for Length Percentile (Birth - 36 months) field contains the value filed in the previous steps.
27. Close the form.

• Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
• A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
• "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
• Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home".
• If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used.
• A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
• Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
• The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
• "Yes" is selected in the 'Enable Mobile CareGiver+' field.
• "Yes" is selected in the 'Send Non EVV Payers' field.
• "No" is selected in the 'Require Authorization' field.
• "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
• A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
• A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).

1. Access the 'Scheduling Calendar' form.
2. Right click in any available time slot for "Practitioner A" and click [Add Appointment].
3. Select "Service Code A" in the 'Service Code' field.
4. Select "Client A" in the 'Client' field.
5. Validate the 'Program' field contains "Program A".
6. Validate the 'Location' field contains "Location A".
7. Populate all other required and desired fields.
8. Click [Submit].
9. Validate the new appointment is displayed.
10. Click [Dismiss].
11. Access the 'CareFabric Monitor' form.
12. Enter the current date in the 'From Date' and 'Through Date' fields.
13. Select "Client A" in the 'Client ID' field.
14. Select "EvvAppointmentUpdated" in the 'Event/Action Search' field.
15. Click [View Activity Log].
16. Validate the 'CareFabric Monitor Report' contains an "EvvAppointmentUpdated" record.
17. Click [Click To View Record].
18. Validate the 'appointmentAuthorization' field contains "null".
19. Validate the 'appointmentID' - 'id' field contains the appointment ID.
20. Validate the 'canceledDate' field contains "null".
21. Validate the 'canceledReasonCode' field contains "null".
22. Validate the 'providerOrganizationID' - 'id' field contains the 'Provider Organization ID' assigned to "Program A".
23. Validate the 'clientID' - 'id' field contains the ID for "Client A".
24. Validate the 'diagnosisCodes' - 'code' field contains the diagnosis code on file for "Client A".
25. Validate the 'diagnosisCodes' - 'displayName' field contains the diagnosis value on file for "Client A".
26. Validate the 'endDate' field contains the appointment end date/time.
27. Validate the 'insPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A".
28. Validate the 'insPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A".
29. Validate the 'isEVV' field contains "true".
30. Validate the 'locationOfService' fields contain "Client A's" home address.
31. Validate the 'mcgInsPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A".
32. Validate the 'mcgInsPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A".
33. Validate the 'services' - 'description' field contains the description for "Service Code A".
34. Validate the 'services' - 'name' field contains the code for "Service Code A".
35. Validate the 'services' - 'procedureCode' - 'code' field contains the code for "Procedure A".
36. Validate the 'services' - 'procedureCode' - 'displayName' field contains the name for "Procedure A".
37. Validate the 'serviceID' - 'id' field contains the code for "Service Code A".
38. Validate the 'startDate' field contains the appointment start date/time.
39. Validate all other relevant information is displayed for "Client A" and "Practitioner A".
40. 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).
• "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
• Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home".
• If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used.
• A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
• A guarantor is defined in the 'Guarantors/Payors' form that requires authorizations (Guarantor A).
• The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
• "Yes" is selected in the 'Enable Mobile CareGiver+' field.
• "Yes" is selected in the 'Send Non EVV Payers' field.
• "Yes" is selected in the 'Require Authorization' field.
• "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
• A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
• "Client A" does not have any authorizations on file in 'Managed Care Authorization'.
• A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).

1. Access the 'Scheduling Calendar' form.
2. Right click in any available time slot for "Practitioner A" and click [Add Appointment].
3. Select "Service Code A" in the 'Service Code' field.
4. Select "Client A" in the 'Client' field.
5. Validate a message is displayed stating: No valid authorizations on file.
6. Click [OK] and close the form.
7. Select "Client A" and access the 'Managed Care Authorizations' form.
8. Select the "Managed Care Authorization Data" section.
9. Click [Add New Item].
10. Select "Guarantor A" in the 'Guarantor Number' field.
11. Select the desired service code(s) in the 'Service Code(s)' field.
12. Enter the desired value in the 'Maximum Dollar Amount' field.
13. Enter the desired value in the 'Maximum Units' field.
14. Enter the desired value in the 'Maximum Visits' field.
15. Select the desired value in the 'Type Of Authorization' field.
16. Select the desired staff in the 'U/R Staff Person' field.
17. Enter the desired dates in the 'Authorization Start Date' and 'Authorization End Date' fields.
18. Enter the desired value in the 'Authorization Number' field.
19. Click [Submit].
20. Access the 'Scheduling Calendar' form.
21. Right click in any available time slot for "Practitioner A" and click [Add Appointment].
22. Select "Service Code A" in the 'Service Code' field.
23. Select "Client A" in the 'Client' field.
24. Select the episode for "Program "A in the 'Episode Number' field.
25. Validate the 'Program' field contains "Program A".
26. Validate the 'Location' field contains "Location A".
27. Click [Submit].
28. Validate the new appointment is displayed.
29. Click [Dismiss].
30. Access the 'CareFabric Monitor' form.
31. Enter the current date in the 'From Date' and 'Through Date' fields.
32. Select "Client A" in the 'Client ID' field.
33. Select "EvvAppointmentUpdated' in the 'Event/Action Search' field.
34. Click [View Activity Log].
35. Validate the 'CareFabric Monitor Report' contains an "EvvAppointmentUpdated" record.
36. Click [Click To View Record].
37. Validate the 'appointmentAuthorization' field contains the 'Authorization Number' on file for "Client A".
38. Validate the 'appointmentID' - 'id' field contains the appointment ID.
39. Validate the 'canceledDate' field contains "null".
40. Validate the 'canceledReasonCode' field contains "null".
41. Validate the 'providerOrganizationID' - 'id' field contains the 'Provider Organization ID' assigned to "Program A".
42. Validate the 'clientID' - 'id' field contains the ID for "Client A".
43. Validate the 'diagnosisCodes' - 'code' field contains the diagnosis code on file for "Client A".
44. Validate the 'diagnosisCodes' - 'displayName' field contains the diagnosis value on file for "Client A".
45. Validate the 'endDate' field contains the appointment end date/time.
46. Validate the 'insPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A".
47. Validate the 'insPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A".
48. Validate the 'isEVV' field contains "true".
49. Validate the 'locationOfService' fields contain "Client A's" home address.
50. Validate the 'mcgInsPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A".
51. Validate the 'mcgInsPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A".
52. Validate the 'services' - 'description' field contains the description for "Service Code A".
53. Validate the 'services' - 'name' field contains the code for "Service Code A".
54. Validate the 'services' - 'procedureCode' - 'code' field contains the code for "Procedure A".
55. Validate the 'services' - 'procedureCode' - 'displayName' field contains the name for "Procedure A".
56. Validate the 'serviceID' - 'id' field contains the code for "Service Code A".
57. Validate the 'startDate' field contains the appointment start date/time.
58. Validate all other relevant information is displayed for "Client A" and "Practitioner A".
59. 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).
• "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
• Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home".
• If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used.
• A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
• Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
• The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
• "Yes" is selected in the 'Enable Mobile CareGiver+' field.
• "Yes" is selected in the 'Send Non EVV Payers' field.
• "No" is selected in the 'Require Authorization' field.
• "Yes" is selected in the 'Require Cancellation Reason' field.
• "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
• Must have a "Cancelled" dictionary value defined in 'Dictionary Update' for the 'Client' file, "(10005) Appointment Status" data element:
• Extended data element "(60030) Disposition" must be set to "Cancelled".
• Extended data element "(60031) CarePOV Appointment Status" must be set to either "Cancelled by Patient" or "Cancelled by Staff".
• A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
• A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A)

1. Access the 'Scheduling Calendar' form.
2. Right click in any available time slot for "Practitioner A" and click [Add Appointment].
3. Select "Service Code A" in the 'Service Code' field.
4. Select "Client A" in the 'Client' field.
5. Validate the 'Program' field contains "Program A".
6. Validate the 'Location' field contains "Location A".
7. Populate all other required and desired fields.
8. Click [Submit].
9. Validate the new appointment is displayed.
10. Click [Dismiss].
11. Access the 'CareFabric Monitor' form.
12. Enter the current date in the 'From Date' and 'Through Date' fields.
13. Select "Client A" in the 'Client ID' field.
14. Select "EvvAppointmentUpdated' in the 'Event/Action Search' field.
15. Click [View Activity Log].
16. Validate the 'CareFabric Monitor Report' contains an "EvvAppointmentUpdated" record.
17. Click [Click To View Record].
18. Validate the 'appointmentAuthorization' field contains "null".
19. Validate the 'appointmentID' - 'id' field contains the appointment ID.
20. Validate the 'canceledDate' field contains "null".
21. Validate the 'canceledReasonCode' field contains "null".
22. Validate the 'providerOrganizationID' - 'id' field contains the 'Provider Organization ID' assigned to "Program A".
23. Validate the 'clientID' - 'id' field contains the ID for "Client A".
24. Validate the 'diagnosisCodes' - 'code' field contains the diagnosis code on file for "Client A".
25. Validate the 'diagnosisCodes' - 'displayName' field contains the diagnosis value on file for "Client A".
26. Validate the 'endDate' field contains the appointment end date/time.
27. Validate the 'insPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A".
28. Validate the 'insPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A".
29. Validate the 'isEVV' field contains "true".
30. Validate the 'locationOfService' fields contain "Client A's" home address.
31. Validate the 'mcgInsPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A".
32. Validate the 'mcgInsPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A".
33. Validate the 'services' - 'description' field contains the description for "Service Code A".
34. Validate the 'services' - 'name' field contains the code for "Service Code A".
35. Validate the 'services' - 'procedureCode' - 'code' field contains the code for "Procedure A".
36. Validate the 'services' - 'procedureCode' - 'displayName' field contains the name for "Procedure A".
37. Validate the 'serviceID' - 'id' field contains the code for "Service Code A".
38. Validate the 'startDate' field contains the appointment start date/time.
39. Validate all other relevant information is displayed for "Client A" and "Practitioner A".
40. Close the report and the form.
41. Access the 'Scheduling Calendar' form.
42. Right click on the appointment for "Client A".
43. Click [Status Update].
44. Select "Cancelled" in the 'Appointment Status' field.
45. Validate the 'Cancellation Reason' field is required.
46. Select the desired value in the 'Cancellation Reason' field. Please note: this is a user defined dictionary so the user can right-click to update the dictionary codes/values.
47. Click [Submit] and [Dismiss].
48. Access the 'CareFabric Monitor' form.
49. Enter the current date in the 'From Date' and 'Through Date' fields.
50. Select "Client A" in the 'Client ID' field.
51. Select "EvvAppointmentUpdated' in the 'Event/Action Search' field.
52. Click [View Activity Log].
53. Validate the 'CareFabric Monitor Report' contains an "EvvAppointmentUpdated" record.
54. Click [Click To View Record].
55. Validate the 'canceledDate' field contains the canceled date/time.
56. Validate the 'canceledReasonCode' field contains the 'Cancellation Reason' value filed in the previous steps.
57. Close the report and the form.
58. Access Crystal Reports or other SQL Reporting tool.
59. Select the PM namespace.
60. Create a report using the SYSTEM.appt_data' SQL table.
61. Navigate to the canceled appointment for "Client A".
62. Validate the 'canceled_date' field contains the date the appointment was canceled.
63. Validate the 'canceled_time' field contains the time the appointment was canceled.
64. Validate the 'cancellation_reason_code' field contains the code associated to the 'Cancellation Reason' filed in the previous steps.
65. Validate the 'cancellation_reason_value' field contains the 'Cancellation Reason' filed in the previous steps.
66. Close the report.
67. Create a report using the 'SYSTEM.appt_data_all' SQL table.
68. Validate the 'cancellation_reason_code' field contains the code associated to the 'Cancellation Reason' filed in the previous steps.
69. Validate the 'cancellation_reason_value' field contains the 'Cancellation Reason' filed in the previous steps.
70. Close the report.

• Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
• A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
• "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
• Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home".
• If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used.
• A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
• Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
• The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
• "Yes" is selected in the 'Enable Mobile CareGiver+' field.
• "Yes" is selected in the 'Send Non EVV Payers' field.
• "No" is selected in the 'Require Authorization' field.
• "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
• A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
• A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).

1. Access the 'Scheduling Calendar' form.
2. Right click in any available time slot for "Practitioner A" and click [Add Appointment].
3. Select "Service Code A" in the 'Service Code' field.
4. Select "Client A" in the 'Client' field.
5. Validate the 'Program' field contains "Program A".
6. Validate the 'Location' field contains "Location A".
7. Populate all other required and desired fields.
8. Click [Submit].
9. Validate the new appointment is displayed.
10. Click [Dismiss].
11. Access the 'CareFabric Monitor' form.
12. Enter the current date in the 'From Date' and 'Through Date' fields.
13. Select "Client A" in the 'Client ID' field.
14. Select "EvvAppointmentUpdated" in the 'Event/Action Search' field.
15. Click [View Activity Log].
16. Validate the 'CareFabric Monitor Report' contains an "EvvAppointmentUpdated" record.
17. Click [Click To View Record].
18. Validate the 'appointmentAuthorization' field contains "null".
19. Validate the 'appointmentID' - 'id' field contains the appointment ID.
20. Validate the 'canceledDate' field contains "null".
21. Validate the 'canceledReasonCode' field contains "null".
22. Validate the 'providerOrganizationID' - 'id' field contains the 'Provider Organization ID' assigned to "Program A".
23. Validate the 'clientID' - 'id' field contains the ID for "Client A".
24. Validate the 'diagnosisCodes' - 'code' field contains the diagnosis code on file for "Client A".
25. Validate the 'diagnosisCodes' - 'displayName' field contains the diagnosis value on file for "Client A".
26. Validate the 'endDate' field contains the appointment end date/time.
27. Validate the 'insPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A".
28. Validate the 'insPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A".
29. Validate the 'isEVV' field contains "true".
30. Validate the 'locationOfService' fields contain "Client A's" home address.
31. Validate the 'mcgInsPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A".
32. Validate the 'mcgInsPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A".
33. Validate the 'services' - 'description' field contains the description for "Service Code A".
34. Validate the 'services' - 'name' field contains the code for "Service Code A".
35. Validate the 'services' - 'procedureCode' - 'code' field contains the code for "Procedure A".
36. Validate the 'services' - 'procedureCode' - 'displayName' field contains the name for "Procedure A".
37. Validate the 'serviceID' - 'id' field contains the code for "Service Code A".
38. Validate the 'startDate' field contains the appointment start date/time.
39. Validate all other relevant information is displayed for "Client A" and "Practitioner A".
40. Close the report and the form.
41. Access the 'Scheduling Calendar' form.
42. Right click on the appointment for "Client A".
43. Click [Delete].
44. Validate a message is displayed stating: Are you sure?
45. Click [Yes].
46. Validate the appointment is no longer displayed.
47. Click [Dismiss].
48. Access the 'CareFabric Monitor' form.
49. Enter the current date in the 'From Date' and 'Through Date' fields.
50. Select "Client A" in the 'Client ID' field.
51. Select "EvvAppointmentUpdated' in the 'Event/Action Search' field.
52. Click [View Activity Log].
53. Validate the 'CareFabric Monitor Report' contains an "EvvAppointmentUpdated" record.
54. Click [Click To View Record].
55. Validate the 'canceledDate' field contains the date/time the appointment was deleted.
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).
• "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
• Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home".
• If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used.
• A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
• Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
• The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
• "Yes" is selected in the 'Enable Mobile CareGiver+' field.
• "Yes" is selected in the 'Send Non EVV Payers' field.
• "No" is selected in the 'Require Authorization' field.
• "No" is selected in the 'Require Cancellation Reason' field.
• "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
• Must have a "Cancelled" dictionary value defined in 'Dictionary Update' for the 'Client' file, "(10005) Appointment Status" data element:
• Extended data element "(60030) Disposition" must be set to "Cancelled".
• Extended data element "(60031) CarePOV Appointment Status" must be set to either "Cancelled by Patient" or "Cancelled by Staff".
• A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
• A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).

1. Access the 'Scheduling Calendar' form.
2. Right click in any available time slot for "Practitioner A" and click [Add Appointment].
3. Select "Service Code A" in the 'Service Code' field.
4. Select "Client A" in the 'Client' field.
5. Validate the 'Program' field contains "Program A".
6. Validate the 'Location' field contains "Location A".
7. Populate all other required and desired fields.
8. Click [Submit].
9. Validate the new appointment is displayed.
10. Click [Dismiss].
11. Access the 'CareFabric Monitor' form.
12. Enter the current date in the 'From Date' and 'Through Date' fields.
13. Select "Client A" in the 'Client ID' field.
14. Select "EvvAppointmentUpdated' in the 'Event/Action Search' field.
15. Click [View Activity Log].
16. Validate the 'CareFabric Monitor Report' contains an "EvvAppointmentUpdated" record.
17. Click [Click To View Record].
18. Validate the 'appointmentAuthorization' field contains "null".
19. Validate the 'appointmentID' - 'id' field contains the appointment ID.
20. Validate the 'canceledDate' field contains "null".
21. Validate the 'canceledReasonCode' field contains "null".
22. Validate the 'providerOrganizationID' - 'id' field contains the 'Provider Organization ID' assigned to "Program A".
23. Validate the 'clientID' - 'id' field contains the ID for "Client A".
24. Validate the 'diagnosisCodes' - 'code' field contains the diagnosis code on file for "Client A".
25. Validate the 'diagnosisCodes' - 'displayName' field contains the diagnosis value on file for "Client A".
26. Validate the 'endDate' field contains the appointment end date/time.
27. Validate the 'insPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A".
28. Validate the 'insPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A".
29. Validate the 'isEVV' field contains "true".
30. Validate the 'locationOfService' fields contain "Client A's" home address.
31. Validate the 'mcgInsPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A".
32. Validate the 'mcgInsPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A".
33. Validate the 'services' - 'description' field contains the description for "Service Code A".
34. Validate the 'services' - 'name' field contains the code for "Service Code A".
35. Validate the 'services' - 'procedureCode' - 'code' field contains the code for "Procedure A".
36. Validate the 'services' - 'procedureCode' - 'displayName' field contains the name for "Procedure A".
37. Validate the 'serviceID' - 'id' field contains the code for "Service Code A".
38. Validate the 'startDate' field contains the appointment start date/time.
39. Validate all other relevant information is displayed for "Client A" and "Practitioner A".
40. Close the report and the form.
41. Access the 'Scheduling Calendar' form.
42. Right click on the appointment for "Client A".
43. Click [Status Update].
44. Select "Cancelled" in the 'Appointment Status' field.
45. Validate the 'Cancellation Reason' field is not required.
46. Click [Submit] and [Dismiss].
47. Access the 'CareFabric Monitor' form.
48. Enter the current date in the 'From Date' and 'Through Date' fields.
49. Select "Client A" in the 'Client ID' field.
50. Select "EvvAppointmentUpdated' in the 'Event/Action Search' field.
51. Click [View Activity Log].
52. Validate the 'CareFabric Monitor Report' contains an "EvvAppointmentUpdated" record.
53. Click [Click To View Record].
54. Validate the 'canceledDate' field contains the canceled date/time.
55. Validate the 'canceledReasonCode' field contains "null".
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).
• 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).
• "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
• Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home".
• If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used.
• A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
• Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
• The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
• "Yes" is selected in the 'Enable Mobile CareGiver+' field.
• "Yes" is selected in the 'Send Non EVV Payers' field.
• "No" is selected in the 'Require Authorization' field.
• "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
• A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
• A visit has been completed in Mobile CareGiver+ for "Client A" and has been processed by Avatar.
• A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).

1. Access Crystal Reports or other SQL Reporting tool.
2. Create a report using the 'SYSTEM.appt_data' SQL table.
3. Navigate to the appointment for "Client A" that was completed in Mobile CareGiver+.
4. Validate the 'carefabric_appt_stat_code' field contains "COMP".
5. Validate the 'carefabric_appt_stat_value' field contains "Completed".
6. Close the report.
7. Access the 'CareFabric Monitor' form.
8. Enter the current date in the 'From Date' and 'Through Date' fields.
9. Select "Client A" in the 'Client ID' field.
10. Select "EvvVisitUpdated' in the 'Event/Action Search' field.
11. Click [View Activity Log].
12. Validate the 'CareFabric Monitor Report' contains an "EvvVisitUpdated" record.
13. Click [Click To View Record].
14. Validate the 'appointmentID' - 'id' field contains the unique ID for the completed appointment.
15. Validate the 'clientID' - 'id' field contains "Client A".
16. Validate the 'status' field contains "COMP".
17. 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).
• "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
• Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home".
• If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used.
• A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
• Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
• The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
• "Yes" is selected in the 'Enable Mobile CareGiver+' field.
• "Yes" is selected in the 'Send Non EVV Payers' field.
• "No" is selected in the 'Require Authorization' field.
• "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
• "Yes" is selected in the following fields for the 'McgEvvVisitStarted' event: 'Keep Incoming Payload in the Log', 'Keep Outgoing Payload in the Log' and 'Show in the CareFabric Monitor Report' in the 'CareFabric Management' form. This must be done by a Netsmart Representative.
• A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).
• A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
• "Client A" has a scheduled EVV appointment with "Practitioner A".

1. Start the visit for "Client A" in the Mobile CareGiver+ application.
2. Access the 'CareFabric Monitor' form.
3. Enter the current date in the 'From Date' and 'Through Date' fields.
4. Select "Client A" in the 'Client ID' field.
5. Select "McgEvvVisitStarted' in the 'Event/Action Search' field.
6. Click [View Activity Log].
7. Validate the 'CareFabric Monitor Report' contains an "McgEvvVisitStarted" record.
8. Click [Click To View Record].
9. Validate the 'appointmentAddress' fields contain the client's home address.
10. Validate the 'appointmentID' - 'id' field contains the appointment ID.
11. Validate the 'clientID- 'id' field contains "Client A".
12. Validate the 'clockInDetails' - 'deviceRecordedDate' field contains the date of the visit and start time.
13. Validate the 'diagnosisCodes' - 'code' field contains "Client A's" diagnosis code.
14. Validate the 'mcgAppointmentID' - 'id' field contains the MCG+ unique identifier for the appointment.
15. Validate the 'services' - 'procedureCode' - 'code' field contains "Procedure A".
16. Validate the 'status' field contains "INPR" indicating the visit is in progress.
17. Close the report and the form.
18. Access the 'Scheduling Calendar' form.
19. Validate the appointment for "Client A" displays with the visit start time.
20. Click [Dismiss].
21. Access Crystal Reports or other SQL Reporting tool.
22. Select the PM namespace.
23. Create a report using the 'SYSTEM.appt_data' SQL table.
24. Navigate to the appointment for "Client A".
25. Validate the 'carefabric_appt_stat_code' field contains "INPR".
26. Validate the 'carefabric_appt_stat_value' field contains "In Progress".
27. Close the report.

• Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
• A product is defined in the 'CareFabric Integration Management' form for the "MobileCareGiver+" product and "McgEvvAppointmentUpdated" must be selected in the 'Event Types' field.
• In the 'Code Mappings' section of the 'CareFabric Integration Management' form, must have a "Note Type" mapping for the "MobileCareGiver+" product with "EVV" populated in the 'CareFabric Code' and 'Description' fields. This note type will be used for creating a progress note when the 'McgEvvVisitDocumented' incoming SDK event is received.
• A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
• "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
• Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home".
• If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used.
• A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
• Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
• The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
• "Yes" is selected in the 'Enable Mobile CareGiver+' field.
• "Yes" is selected in the 'Send Non EVV Payers' field.
• "No" is selected in the 'Require Authorization' field.
• "No" is selected in the 'Require Cancellation Reason' field.
• "Yes" is selected in the 'Save Progress Notes' form.
• A progress note form selected in the 'Progress Note Form' and/or other progress note forms defined in the 'Progress Notes Form Mapping' grid. If nothing is defined in the 'Progress Notes Form Mapping' grid, the default progress note selected in the 'Progress Note Form' field will be used.
• "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
• The 'Progress Notes' widget must be accessible from the HomeView.
• A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).
• A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
• "Client A" has a visit with "Practitioner A" that has been started in Mobile CareGiver+.

1. Complete the visit for "Client A" with "Practitioner A" in the Mobile CareGiver+ application.
2. Access the 'Scheduling Calendar' form.
3. Validate the appointment for "Client A" is displayed at the correct start/end times for the visit.
4. Validate the appointment for "Client A" is displayed with the posted and finalized note disposition icons.
5. Click [Dismiss].
6. Select "Client A" and navigate to the 'Progress Notes' widget.
7. Validate the progress note created when the visit was completed is displayed with the appropriate data for the visit.
8. Access Crystal Reports or other SQL Reporting tool.
9. Select the PM namespace.
10. Create a report using the 'SYSTEM.appt_data' SQL table.
11. Navigate to the appointment for "Client A".
12. Validate the 'carefabric_appt_stat_code' field contains "COMP".
13. Validate the 'carefabric_appt_stat_value' field contains "Completed".
14. Close the report.

• Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
• A product is defined in the 'CareFabric Integration Management' form for the "MobileCareGiver+" product and "McgEvvAppointmentUpdated" must be selected in the 'Event Types' field.
• In the 'Code Mappings' section of the 'CareFabric Integration Management' form, must have a "Note Type" mapping for the "MobileCareGiver+" product with "EVV" populated in the 'CareFabric Code' and 'Description' fields. This note type will be used for creating a progress note when the 'McgEvvVisitDocumented' incoming SDK event is received.
• A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
• "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
• Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home".
• If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used.
• A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
• Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
• The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
• "Yes" is selected in the 'Enable Mobile CareGiver+' field.
• "Yes" is selected in the 'Send Non EVV Payers' field.
• "No" is selected in the 'Require Authorization' field.
• "No" is selected in the 'Require Cancellation Reason' field.
• Yes" is selected in the 'Save Progress Notes' form.
• A progress note form selected in the 'Progress Note Form' and/or other progress note forms defined in the 'Progress Notes Form Mapping' grid. If nothing is defined in the 'Progress Notes Form Mapping' grid, the default progress note selected in the 'Progress Note Form' field will be used.
• "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
• "Yes" is selected in the following fields for the 'McgEvvEntityStatusUpdated' event: 'Keep Incoming Payload in the Log', 'Keep Outgoing Payload in the Log' and 'Show in the CareFabric Monitor Report' in the 'CareFabric Management' form. This must be done by a Netsmart Representative.
• A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).
• A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
• "Client A" has a visit with "Practitioner A" that has been completed in Mobile CareGiver+.

1. Release the visit for "Client A" with "Practitioner A" in the Mobile CareGiver+ application.
2. Access the 'CareFabric Monitor' form.
3. Enter the current date in the 'From Date' and 'Through Date' fields.
4. Select "Client A" in the 'Client ID' field.
5. Select "McgEvvEntityStatusUpdated' in the 'Event/Action Search' field.
6. Click [View Activity Log].
7. Validate the 'CareFabric Monitor Report' contains an "McgEvvEntityStatusUpdated" record.
8. Click [Click To View Record].
9. Validate the 'status' field contains "RELEASED" indicating the visit has been released.
10. Close the report and the form.
11. Access Crystal Reports or other SQL Reporting tool.
12. Select the PM namespace.
13. Create a report using the 'SYSTEM.appt_data' SQL table.
14. Navigate to the appointment for "Client A".
15. Validate the 'carefabric_appt_stat_code' field contains "RELEASED".
16. Validate the 'carefabric_appt_stat_value' field contains "Released".
17. Close the report.

• Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
• A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
• "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
• Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home".
• If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used.
• A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
• Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
• The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
• "Yes" is selected in the 'Enable Mobile CareGiver+' field.
• "Yes" is selected in the 'Send Non EVV Payers' field.
• "No" is selected in the 'Require Authorization' field.
• "No" is selected in the 'Require Cancellation Reason' field.
• "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
• Must have a "Cancelled" dictionary value defined in 'Dictionary Update' for the 'Client' file, "(10005) Appointment Status" data element:
• Extended data element "(60030) Disposition" must be set to "Cancelled".
• Extended data element "(60031) CarePOV Appointment Status" must be set to either "Cancelled by Patient" or "Cancelled by Staff".
• A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).
• A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
• "Client A" has a scheduled EVV appointment with "Practitioner A".

1. Cancel the appointment for "Client A" in the Mobile CareGiver+ application.
2. Access the 'Scheduling Calendar' form.
3. Validate the appointment for "Client A" with "Practitioner A" is displayed with the canceled disposition icon.
4. Click [Dismiss].
5. Access Crystal Reports or other SQL Reporting tool.
6. Select the PM namespace.
7. Create a report using the 'SYSTEM.appt_data' SQL table.
8. Navigate to the appointment for "Client A".
9. Validate the 'carefabric_appt_stat_code' field contains "UNBL".
10. Validate the 'carefabric_appt_stat_value' field contains "Unable to Complete".
11. Close the report.

• Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
• A product is defined in the 'CareFabric Integration Management' form for the "MobileCareGiver+" product and "McgEvvAppointmentUpdated" must be selected in the 'Event Types' field.
• A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
• "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
• Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home".
• If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used.
• A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
• Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
• The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
• "Yes" is selected in the 'Enable Mobile CareGiver+' field.
• "Yes" is selected in the 'Send Non EVV Payers' field.
• "No" is selected in the 'Require Authorization' field.
• "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
• "Yes" is selected in the following fields for the 'McgEvvAppointmentUpdated' event: 'Keep Incoming Payload in the Log', 'Keep Outgoing Payload in the Log' and 'Show in the CareFabric Monitor Report' in the 'CareFabric Management' form. This must be done by a Netsmart Representative.
• A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).
• A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).

1. Add an unscheduled appointment in the Mobile CareGiver+ application for "Client A" with "Practitioner A".
2. Please note: if any of the appointment information sent from Mobile CareGiver+ can't be determined, the appointment will be available for reconciliation in the 'CareFabric Integration Reconciliation' form.
3. Access the 'CareFabric Monitor' form.
4. Enter the current date in the 'From Date' and 'Through Date' fields.
5. Select "Client A" in the 'Client ID' field.
6. Select "McgEvvAppointmentUpdated' in the 'Event/Action Search' field.
7. Click [View Activity Log].
8. Validate the 'CareFabric Monitor Report' contains an "McgEvvAppointmentUpdated" record.
9. Click [Click To View Record].
10. Validate the 'clientID- 'id' field contains "Client A".
11. Validate the 'endDate' field contains the appointment end date/time.
12. Validate the 'mcgAppointmentID' - 'id' field contains the MCG+ unique identifier for the appointment.
13. Validate the 'resource' - 'resourceID' field contains "Practitioner A".
14. Validate the 'services' - 'procedureCode' - 'code' field contains "Procedure Code A".
15. Validate the 'startDate' field contains the appointment start date/time.
16. Validate all other appointment data is displayed.
17. Close the report and the form.
18. Access the 'Scheduling Calendar' form.
19. Validate the appointment for "Client A" with "Practitioner A" that was sent from Mobile CareGiver+ is displayed.
20. Right click on the appointment and click [Details/Edit].
21. Validate the appointment details are displayed as expected.
22. Close the form and click [Dismiss].

• 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).
• "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
• Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home".
• If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used.
• A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
• Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
• The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
• "Yes" is selected in the 'Enable Mobile CareGiver+' field.
• "Yes" is selected in the 'Send Non EVV Payers' field.
• "No" is selected in the 'Require Authorization' field.
• "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
• A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
• "Client A" has EVV services on file.
• A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).

1. Access the 'CareFabric EVV Services Status Report' form.
2. Enter the desired date in the 'From Date' field.
3. Enter the desired date in the 'Through Date' field.
4. Select "Client A" in the 'Client ID' field.
5. Validate the 'Status(es)' field contains the following:
6. Accepted (ACCEPTED)
7. Cancelled (UNSR)
8. Completed (COMP)
9. Completed - Hold (HOLD)
10. In Progress (IPR)
11. Rejected (REJECTED)
12. Released (RELEASED)
13. Submitted (SUBMITTED)
14. Unable to Complete (UNBL)
15. Select all statuses in the 'Status(es)' field.
16. Click [Launch Report].
17. Validate the report displays with all EVV services for "Client A", including all status(es).
18. Close the report.
19. Enter the desired date in the 'From Date' field.
20. Enter the desired date in the 'Through Date' field.
21. Do not select a client in the 'Client ID' field.
22. Select "In Progress (IPR)" in the 'Status(es)' field.
23. Click [Launch Report].
24. Validate the report displays with only EVV services with the status of "In Progress (IPR)" for all clients.
25. Close the report.
26. Enter the desired date in the 'From Date' field.
27. Enter the desired date in the 'Through Date' field.
28. Do not select a client in the 'Client ID' field.
29. De-select "In Progress (IPR)" in the 'Status(es)' field.
30. Select "Completed (COMP)" in the 'Status(es)' field.
31. Click [Launch Report].
32. Validate the report displays with only EVV services with the status of "Completed (COMP)" for all clients.
33. Close the report and the form.

• myAvatar must be configured for Electronic Visit Verification.
• myAvatar must be configured to integrate with Celltrak and vice versa.
• A New Product using EVV must be created in the 'CareFabric Integration Management' form and a 'User to send To-Dos' must be filed. In the 'Code Mappings' section of this form a "Note Type" mapping type must be created for EVV.

1. Access the 'CarePOV Management' form.
2. Select the 'Electronic Visit Verification' section.
3. Select "Celltrak" in the 'EVV Vendor' field.
4. Select the desired user in the 'EVV Admin User ID' field. Please note: this will determine the user that will be notified if EVV communication is lost due to technical issues. The user will be notified via To-Do in the 'My To Do's' widget.
5. Enter the desired value in the 'Vendor Account Number' field.
6. Select the desired progress note form in the 'Progress Note Form' field.
7. Select "Yes" in the 'Save Progress Notes' field.
8. Select the desired site in the 'Site' field.
9. Enter the desired value in the 'Medicaid Provider ID' field.
10. Validate the 'Required Sections' field is displayed and contains: "SendTelephonyPatient - PrimaryDiagnosis", "SendTelephonyPatient - PayerProgram", and "SendTelephonyPatient - PayerID". Please note: when selected, these sections will be required in order to trigger the 'SendTelephonyPatient' EVV action.
11. Select the desired value(s) in the 'Required Sections' field.
12. Validate the 'Provider Address To Be Sent' field is displayed and contains: "Home" and "Office". Validate "Office" is the default value. Please note: the 'Addresses' section of the 'SendTelephonyResource' EVV action payload will be determined based on this selection.
13. Select the desired value in the 'Provider Address To Be Sent' field.
14. Validate the 'Payor Program ID' grid contains three columns: "Guarantor", "Payer ID", and "Payer Program".
15. Click [New Row].
16. Validate the 'Guarantor' field of the 'Payor Program ID' grid contains all guarantors regardless of financial class.
17. Select the desired value in the 'Guarantor' field of the 'Payor Program ID' table.
18. Enter the desired value in the 'Payer ID' field of the 'Payor Program ID' table.
19. Enter the desired value in the 'Payer Program' field of the 'Payor Program ID' table.
20. Validate the 'Progress Notes Form Mapping' grid is displayed and contains three columns: "Service Code", "Program", and "Progress Notes Form". Please note: This grid allows the ability to determine the progress note forms that will be used when saving notes.
21. Click [New Row].
22. Select the desired value in the 'Service Code' field.
23. Select the desired value in the 'Program' field.
24. Select the desired value in the 'Progress Notes Form' field.
25. [Submit].

• 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 'EVV Admin User ID' field is not required.
7. Validate the 'Send Non EVV Payers' field is displayed.
8. Select the desired value in the 'Send Non EVV Payers' field.
9. Validate the 'Require Authorization' field is displayed.
10. Select the desired value in the 'Require Authorization' field.
11. Validate the 'Require Cancellation Reason' field is displayed.
12. Select the desired value in the 'Require Cancellation Reason' field.
13. Validate the 'Cancelled Appointment Status' field is displayed.
14. Select the desired value in the 'Cancelled Appointment Status' field.
15. Validate the 'Require State Acceptance Before Billing' field is displayed.
16. Select the desired value in the 'Require State Acceptance Before Billing' 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 program is defined without a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program B).
• A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A).
• Must have a guarantor defined in the 'Guarantors/Payors' (Guarantor A).
• The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
• "Yes" is selected in the 'Enable Mobile CareGiver+' field.
• "Yes" is selected in the 'Send Non EVV Payers' field.
• "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.

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.
70. Select "Client A" and access the 'Admission' form.
71. Click [Add] to add a new episode.
72. Enter the desired date in the 'Preadmit/Admission Date' field.
73. Enter the desired time in the 'Preadmit/Admission Time' field.
74. Select "Program B" in the 'Program' field.
75. Select the desired value in the 'Type Of Admission' field.
76. Select the desired practitioner in the 'Admitting Practitioner' field.
77. Click [Submit].
78. Select "Client A" and access the 'Financial Eligibility' form.
79. Select "Episode 2" from the pre-display and click [OK].
80. Select the "Guarantor Selection" section.
81. Select "Guarantor A" in the 'Guarantor #' field.
82. Select "(Non-Contract) Commercial" in the 'Guarantor Plan' field.
83. Select "No" in the 'Customize Guarantor Plan' field.
84. Select "Yes" in the 'Eligibility Verified' field.
85. Enter the desired date in the 'Coverage Effective Date' field.
86. Select "Self" in the 'Client's Relationship to Subscriber' field.
87. Select "Yes" in the 'Subscriber Assignment Of Benefits' field.
88. Enter the desired value in the 'Subscriber Policy #' field.
89. Enter the desired value in the 'Subscriber Medicaid #' field.
90. Select the desired value in the 'Subscriber Release Of Info' field.
91. Select the "Financial Eligibility" section.
92. Select "Guarantor A" in the 'Guarantor #1' field.
93. Click [Submit].
94. Select "Client A" and access the 'Update Client Data' form.
95. Enter any new value in the 'Date of Birth' field.
96. Click [Submit].
97. Access the 'CareFabric Monitor' form.
98. Enter the current date in the 'From Date' and 'Through Date' fields.
99. Select "Client A" in the 'Client ID' field.
100. Select "EvvClientUpdated" in the 'Event/Action Search' field.
101. Click [View Activity Log].
102. Validate the 'CareFabric Monitor Report' contains an "EvvClientUpdated" record for "Client A".
103. Click [Click to View Record].
104. Validate the birthDate' field contains "Client A's" updated birth date.
105. Close the report and the form.

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

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 the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the status selected.
35. Validate the 'clinicalStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.164".
36. Validate the 'clinicalStatusCode' - 'codeSystemName' field contains "Condition-Clinical".
37. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the status selected.
38. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the status selected.
39. Validate the 'verificationStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.166".
40. Validate the 'verificationStatusCode' - 'codeSystemName' field contains "Condition-Ver-Status".
41. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the status selected.
42. Validate all other information displays.
43. Close the reports and the form.

• A program is defined in 'Program Maintenance' with the following (Program A):
• "Adult" selected in the 'Treatment Service' field.
• "Health and behavior assessment (eg, health-focused clinical interview, behavioral observations, psychophysiological monitoring, health-oriented questionnaires), each 15 minutes face-to-face with the patient; initial assessment(96150)" selected in the 'Encounter SNOMED Code (MU Hospital)' field.
• A dictionary code must be defined for the 'Client' file, '(101) Treatment Service' data element with "Ambulatory" selected in the 'Extended Dictionary Value (Single Dictionary)' for the "(742) Encounter Code (FHIR)" extended dictionary data element (Dictionary Code A).
• A dictionary code must be defined for the 'Client' file, '(970) Type Of Discharge' data element with "Other Healthcare Facility" selected in the 'Extended Dictionary Value (Single Dictionary)' for the "(739) Encounter Discharge (FHIR)" extended dictionary data element (Dictionary Code B).

1. Access the 'Assessment Mapping' form.
2. Select "Problem List" in the 'Map Code for Use In' field.
3. Validate the 'Form to Map' field contains "[Avatar PM] Admission (PATIENT510)" and select it.
4. Select "(145) Presenting Problems-Primary" in the 'Assessment Field' field.
5. Select "Alcohol + Drug Problems" in the 'Assessment Response (Dictionary)' field.
6. Select "Alcohol dependence with alcohol-induced anxiety disorder (SNOMED-66590003)" in the 'Associated Code' field.
7. Select "Active" in the 'Default Problem Status Code' field.
8. Select "(42) Preadmit/Admission Date" in the 'Default Problem Date From' field.
9. Click [Save Mapping].
10. Validate a message is displayed stating: Mapping Saved.
11. Click [OK].
12. Select "(146) Presenting Problems-Secondary" in the 'Assessment Field' field.
13. Select "Depression Or Mood Disorder" in the 'Assessment Response (Dictionary)' field.
14. Select "At risk for depression (SNOMED-704295007)" in the 'Associated Code' field.
15. Select "Active" in the 'Default Problem Status Code' field.
16. Select "(42) Preadmit/Admission Date" in the 'Default Problem Date From' field.
17. Click [Save Mapping].
18. Validate a message is displayed stating: Mapping Saved.
19. Click [OK].
20. Select "(147) Presenting Problems-Tertiary" in the 'Assessment Field' field.
21. Select "Marital / Family Problems" in the 'Assessment Response (Dictionary)' field.
22. Select "Marital conflict (SNOMED-39072000" in the 'Associated Code' field.
23. Select "Active" in the 'Default Problem Status Code' field.
24. Select "(42) Preadmit/Admission Date" in the 'Default Problem Date From' field.
25. Click [Save Mapping].
26. Validate a message is displayed stating: Mapping Saved.
27. Click [OK] and close the form.
28. Access the 'Admission' form for a new client.
29. Enter any new value in the 'Last Name' and 'First Name' fields.
30. Select the desired value in the 'Sex' field.
31. Click [Search] and [New Client].
32. Enter the current date in the 'Preadmit/Admission Date' field.
33. Enter the current time in the 'Preadmit/Admission Time' field.
34. Select "Program A" in the 'Program' field.
35. Select the desired value in the 'Type Of Admission' field.
36. Select the desired practitioner in the 'Admitting Practitioner' field.
37. Select "Alcohol + Drug Problems" in the 'Presenting Problems-Primary' field.
38. Select "Depression Or Mood Disorder" in the 'Presenting Problems-Secondary' field.
39. Select "Marital / Family Problems" in the 'Presenting Problems-Tertiary' field.
40. Click [Submit].
41. Access the 'Problem List' form for the new client.
42. Click [View/Enter Problems].
43. Validate the 'Problem List' contains the problems defined in the 'Assessment Mapping' form:
44. Alcohol dependence with alcohol-induced anxiety disorder
45. At risk for depression
46. Marital Conflict
47. Validate the problems all have "Active" status with the current date for 'Date of Onset'.
48. Click [Close/Cancel] and close the form.
49. Access the 'CareFabric Monitor' form.
50. Enter the current date in the 'From Date' and 'Through Date' fields.
51. Enter the new client ID in the 'Client ID' field.
52. Select "ProgramAdmissionCreated" in the 'Event/Action Search' field.
53. Click [View Activity Log].
54. Select the "ProgramAdmissionCreated" record and click [Click To View Record].
55. Validate the admission data is displayed.
56. Validate the 'classCode' - 'code' field contains "AMB".
57. Validate the 'classCode' - 'codeSystem' field contains "2.16.840.1.113883.5.4".
58. Validate the 'classCode' - 'displayName' field contains "Ambulatory". Note: this value is populated based on "Dictionary Code A".
59. Validate the first 'reasonCodes' - 'code' field contains "66590003".
60. Validate the first 'reasonCodes' - 'codeSystem' field contains "2.16.840.1.113883.6.96".
61. Validate the first 'reasonCodes' - 'displayName' field contains "Alcohol dependence".
62. Validate the second 'reasonCodes' - 'code' field contains "704295007".
63. Validate the second 'reasonCodes' - 'codeSystem' field contains "2.16.840.1.113883.6.96".
64. Validate the second 'reasonCodes' - 'displayName' field contains "At risk for depressed mood".
65. Validate the third 'reasonCodes' - 'code' field contains "39072000".
66. Validate the first 'reasonCodes' - 'codeSystem' field contains "2.16.840.1.113883.6.96".
67. Validate the first 'reasonCodes' - 'displayName' field contains "Marital conflict".
68. Validate the 'typeCode' - 'type' field contains "Type".
69. Validate the 'typeCode' - 'value' field contains "Encounter SNOMED Code (MU Hospital)".
70. Validate the 'typeCode' - 'code' field contains "96150".
71. Validate the 'typeCode' - 'codeSystem' field contains "2.16.840.1.113883.6.96".
72. Validate the 'typeCode' - 'displayName' field contains "Health and behavior assessment (eg, health-focused clinical interview, behavioral observations, psychophysiological monitoring, health-oriented questionnaires), each 15 minutes face-to-face with the patient; initial assessment". Note: this is populated based on "Program A".
73. Close the report and the form.
74. Access the 'Discharge' form for the new client.
75. Enter the current date in the 'Date Of Discharge' field.
76. Enter the current time in the 'Discharge Time' field.
77. Select "Dictionary Code B" in the 'Type Of Discharge' field.
78. Select the desired practitioner in the 'Discharge Practitioner' field.
79. Click [Submit].
80. Access the 'CareFabric Monitor' form.
81. Enter the current date in the 'From Date' and 'Through Date' fields.
82. Enter the new client ID in the 'Client ID' field.
83. Select "ProgramAdmissionUpdated" in the 'Event/Action Search' field.
84. Click [View Activity Log].
85. Select the "ProgramAdmissionUpdated" record triggered from the 'Discharge' form.
86. Click [Click To View Record].
87. Validate the 'hospitalizationDischargeDispositionCode' - 'code' field contains "other-hcf".
88. Validate the 'hospitalizationDischargeDispositionCode' - 'codeSystem' field contains "2.16.840.1.113883.6.301.5".
89. Validate the 'hospitalizationDischargeDispositionCode' - 'displayName' field contains "Other Healthcare Facility".
90. Close the report and form.

• A program is defined in 'Program Maintenance' with the following (Program A):
• "Adult" selected in the 'Treatment Service' field.
• "Health and behavior assessment (eg, health-focused clinical interview, behavioral observations, psychophysiological monitoring, health-oriented questionnaires), each 15 minutes face-to-face with the patient; initial assessment(96150)" selected in the 'Encounter SNOMED Code (MU Hospital)' field.
• A dictionary code must be defined for the 'Client' file, '(101) Treatment Service' data element with "Ambulatory" selected in the 'Extended Dictionary Value (Single Dictionary)' for the "(742) Encounter Code (FHIR)" extended dictionary data element (Dictionary Code A).
• A dictionary code must be defined for the 'Client' file, '(970) Type Of Discharge' data element with "Other Healthcare Facility" selected in the 'Extended Dictionary Value (Single Dictionary)' for the "(739) Encounter Discharge (FHIR)" extended dictionary data element (Dictionary Code B).

1. Access the 'Assessment Mapping' form.
2. Select "Problem List" in the 'Map Code for Use In' field.
3. Validate the 'Form to Map' field contains "[Avatar PM] Admission (OutPatient) (PATIENT510OUT)" and select it.
4. Select "(145) Presenting Problems-Primary" in the 'Assessment Field' field.
5. Select "Alcohol + Drug Problems" in the 'Assessment Response (Dictionary)' field.
6. Select "Alcohol dependence with intoxication, unspecified (SNOMED-66590003)" in the 'Associated Code' field.
7. Select "Active" in the 'Default Problem Status Code' field.
8. Select "(42) Preadmit/Admission Date" in the 'Default Problem Date From' field.
9. Click [Save Mapping].
10. Validate a message is displayed stating: Mapping Saved.
11. Click [OK].
12. Select "(146) Presenting Problems-Secondary" in the 'Assessment Field' field.
13. Select "Depression Or Mood Disorder" in the 'Assessment Response (Dictionary)' field.
14. Select "Adjustment disorder with mixed anxiety and depressed mood (SNOMED-782501005)" in the 'Associated Code' field.
15. Select "Active" in the 'Default Problem Status Code' field.
16. Select "(42) Preadmit/Admission Date" in the 'Default Problem Date From' field.
17. Click [Save Mapping].
18. Validate a message is displayed stating: Mapping Saved.
19. Click [OK].
20. Select "(147) Presenting Problems-Tertiary" in the 'Assessment Field' field.
21. Select "Marital / Family Problems" in the 'Assessment Response (Dictionary)' field.
22. Select "Counseling for marital and partner problems (SNOMED-305058001)" in the 'Associated Code' field.
23. Select "Active" in the 'Default Problem Status Code' field.
24. Select "(42) Preadmit/Admission Date" in the 'Default Problem Date From' field.
25. Click [Save Mapping].
26. Validate a message is displayed stating: Mapping Saved.
27. Click [OK] and close the form.
28. Access the 'Admission (OutPatient)' form for a new client.
29. Enter any new value in the 'Last Name' and 'First Name' fields.
30. Select the desired value in the 'Sex' field.
31. Click [Search] and [New Client].
32. Enter the current date in the 'Preadmit/Admission Date' field.
33. Enter the current time in the 'Preadmit/Admission Time' field.
34. Select "Program A" in the 'Program' field.
35. Select the desired value in the 'Type Of Admission' field.
36. Select the desired practitioner in the 'Admitting Practitioner' field.
37. Select "Alcohol + Drug Problems" in the 'Presenting Problems-Primary' field.
38. Select "Depression Or Mood Disorder" in the 'Presenting Problems-Secondary' field.
39. Select "Marital / Family Problems" in the 'Presenting Problems-Tertiary' field.
40. Click [Submit].
41. Access the 'Problem List' form for the new client.
42. Click [View/Enter Problems].
43. Validate the 'Problem List' contains the problems defined in the 'Assessment Mapping' form:
44. Alcohol dependence with intoxication, unspecified
45. Adjustment disorder with mixed anxiety and depressed mood
46. Counseling for marital and partner problems
47. Validate the problems all have "Active" status with the current date for 'Date of Onset'.
48. Click [Close/Cancel] and close the form.
49. Access the 'CareFabric Monitor' form.
50. Enter the current date in the 'From Date' and 'Through Date' fields.
51. Enter the new client ID in the 'Client ID' field.
52. Select "ProgramAdmissionCreated" in the 'Event/Action Search' field.
53. Click [View Activity Log].
54. Select the "ProgramAdmissionCreated" record and click [Click To View Record].
55. Validate the admission data is displayed.
56. Validate the 'classCode' - 'code' field contains "AMB".
57. Validate the 'classCode' - 'codeSystem' field contains "2.16.840.1.113883.5.4".
58. Validate the 'classCode' - 'displayName' field contains "Ambulatory". Note: this value is populated based on "Dictionary Code A".
59. Validate the first 'reasonCodes' - 'code' field contains "66590003".
60. Validate the first 'reasonCodes' - 'codeSystem' field contains "2.16.840.1.113883.6.96".
61. Validate the first 'reasonCodes' - 'displayName' field contains "Alcohol dependence".
62. Validate the second 'reasonCodes' - 'code' field contains "782501005".
63. Validate the second 'reasonCodes' - 'codeSystem' field contains "2.16.840.1.113883.6.96".
64. Validate the second 'reasonCodes' - 'displayName' field contains "Adjustment disorder with mixed anxiety and depressed mood".
65. Validate the third 'reasonCodes' - 'code' field contains "305058001".
66. Validate the first 'reasonCodes' - 'codeSystem' field contains "2.16.840.1.113883.6.96".
67. Validate the first 'reasonCodes' - 'displayName' field contains "Patient encounter status".
68. Validate the 'typeCode' - 'type' field contains "Type".
69. Validate the 'typeCode' - 'value' field contains "Encounter SNOMED Code (MU Hospital)".
70. Validate the 'typeCode' - 'code' field contains "96150".
71. Validate the 'typeCode' - 'codeSystem' field contains "2.16.840.1.113883.6.96".
72. Validate the 'typeCode' - 'displayName' field contains "Health and behavior assessment (eg, health-focused clinical interview, behavioral observations, psychophysiological monitoring, health-oriented questionnaires), each 15 minutes face-to-face with the patient; initial assessment". Note: this is populated based on "Program A".
73. Close the report and the form.
74. Access the 'Discharge' form for the new client.
75. Enter the current date in the 'Date Of Discharge' field.
76. Enter the current time in the 'Discharge Time' field.
77. Select "Dictionary Code B" in the 'Type Of Discharge' field.
78. Select the desired practitioner in the 'Discharge Practitioner' field.
79. Click [Submit].
80. Access the 'CareFabric Monitor' form.
81. Enter the current date in the 'From Date' and 'Through Date' fields.
82. Enter the new client ID in the 'Client ID' field.
83. Select "ProgramAdmissionUpdated" in the 'Event/Action Search' field.
84. Click [View Activity Log].
85. Select the "ProgramAdmissionUpdated" record triggered from the 'Discharge' form.
86. Click [Click To View Record].
87. Validate the 'hospitalizationDischargeDispositionCode' - 'code' field contains "other-hcf".
88. Validate the 'hospitalizationDischargeDispositionCode' - 'codeSystem' field contains "2.16.840.1.113883.6.301.5".
89. Validate the 'hospitalizationDischargeDispositionCode' - 'displayName' field contains "Other Healthcare Facility".
90. Close the report and 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' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.164".
19. Validate the 'clinicalStatusCode' - 'codeSystemName' field contains "Condition-Clinical".
20. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the status selected.
21. Validate the 'narrative' field contains the value entered in the 'Comments' field in the 'Problem List' form.
22. Validate the 'statusCode' - 'code' field contains "A".
23. Validate the 'statusCode' - 'displayName' field contains "Active"
24. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the status selected.
25. Validate the 'verificationStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.166".
26. Validate the 'verificationStatusCode' - 'codeSystemName' field contains "Condition-Ver-Status".
27. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the status selected.
28. Validate the fourth 'vocabularies' - 'code' field contains the SNOMED code for the problem on file.
29. Validate the fourth 'vocabularies' - 'codeSystem' field contains "2.16.840.1.113883.6.96".
30. Validate the fourth 'vocabularies' - 'codeSystemName' field contains "SNOMED CT".
31. Validate the fourth 'vocabularies' - 'displayName' field contains the SNOMED value for the problem on file.
32. Close the report and the form.
33. Select "Client A" and access the 'Problem List' form.
34. Click [View/Enter Problems].
35. Validate the problem filed in the previous steps is displayed.
36. Select "Inactive" in the 'Status' field.
37. Enter any new value in the 'Comments' field.
38. Click [Save] and [Submit].
39. Access the 'CareFabric Monitor' form.
40. Enter the current date in the 'From Date' and 'Through Date' fields.
41. Enter "Client A" in the 'Client ID' field.
42. Enter "ClientRecordedStatusUpdated" in the 'Event/Action Search' field.
43. Click [View Activity Log].
44. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusUpdated" record for "Client A".
45. Click [Click To View Record].
46. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
47. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
48. Validate the 'clientID' - 'id' field contains "Client A".
49. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the new status selected.
50. Validate the 'clinicalStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.164".
51. Validate the 'clinicalStatusCode' - 'codeSystemName' field contains "Condition-Clinical".
52. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the new status selected.
53. Validate the 'narrative' field contains the new value entered in the 'Comments' field in the 'Problem List' form.
54. Validate the 'statusCode' - 'code' field contains "I".
55. Validate the 'statusCode' - 'displayName' field contains "Inactive"
56. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the new status selected.
57. Validate the 'verificationStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.166".
58. Validate the 'verificationStatusCode' - 'codeSystemName' field contains "Condition-Ver-Status".
59. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the new status selected.
60. Validate the fourth 'vocabularies' - 'code' field contains the SNOMED code for the problem on file.
61. Validate the fourth 'vocabularies' - 'codeSystem' field contains "2.16.840.1.113883.6.96".
62. Validate the fourth 'vocabularies' - 'codeSystemName' field contains "SNOMED CT".
63. Validate the fourth 'vocabularies' - 'displayName' field contains the SNOMED value for the problem on file.
64. Close the report and the form.
65. Select "Client A" and access the 'Problem List' form.
66. Click [View/Enter Problems].
67. Validate the problem filed in the previous steps is displayed.
68. Delete the existing value in the 'Comments' field. This will trigger the 'ClientRecordedStatusDeleted' SDK event.
69. Click [Save] and [Submit].
70. Access the 'CareFabric Monitor' form.
71. Enter the current date in the 'From Date' and 'Through Date' fields.
72. Enter "Client A" in the 'Client ID' field.
73. Enter "ClientRecordedStatusDeleted" in the 'Event/Action Search' field.
74. Click [View Activity Log].
75. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusDeleted" record for "Client A".
76. Validate the 'clientID' - 'id' field contains "Client A".
77. Validate the 'clinicalStatusCode' field contains "null".
78. Validate the 'narrative' field contains "null".
79. Validate the 'statusCode' field contains "null".
80. Validate the 'verificationStatusCode' field contains "null".
81. Close the report and the form.
82. Select "Client A" and access the 'Problem List' form.
83. Click [View/Enter Problems].
84. Validate the problem filed in the previous steps is displayed.
85. Enter the desired value in the 'Comments' field.
86. Click [Save] and [Submit].
87. Access the 'CareFabric Monitor' form.
88. Enter the current date in the 'From Date' and 'Through Date' fields.
89. Enter "Client A" in the 'Client ID' field.
90. Enter "ClientRecordedStatusUpdated" in the 'Event/Action Search' field.
91. Click [View Activity Log].
92. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusUpdated" record for "Client A".
93. Click [Click To View Record].
94. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
95. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
96. Validate the 'clientID' - 'id' field contains "Client A".
97. Validate the 'narrative' field contains the new value entered in the 'Comments' field in the 'Problem List' form.
98. Validate all other data is displayed as expected.
99. Close the report and the form.
100. Select "Client A" and access the 'Problem List' form.
101. Click [View/Enter Problems].
102. Validate the problem filed in the previous steps is displayed.
103. Select "Voided" in the 'Status' field. This will also trigger the 'ClientRecordedStatusDeleted' SDK event.
104. Click [Save] and [Submit].
105. Access the 'CareFabric Monitor' form.
106. Enter the current date in the 'From Date' and 'Through Date' fields.
107. Enter "Client A" in the 'Client ID' field.
108. Enter "ClientRecordedStatusDeleted" in the 'Event/Action Search' field.
109. Click [View Activity Log].
110. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusDeleted" record for "Client A".
111. Validate the 'clientID' - 'id' field contains "Client A".
112. Validate the 'clinicalStatusCode' field contains "null".
113. Validate the 'narrative' field contains "null".
114. Validate the 'statusCode' field contains "null".
115. Validate the 'verificationStatusCode' field contains "null".
116. Close the report and the form.

• Must be configured to integrate with OrderConnect.
• A user is defined in 'User Definition' with the following:
• An associated practitioner with hours for scheduling (Practitioner A)
• An email on file in the 'Organizational Email' field in the "Supplemental" section of the 'User Definition' form
• An OrderConnect username

1. Access the 'Practitioner Enrollment' form for "Practitioner A".
2. Enter the desired value in the 'Office Address - Street' field.
3. Enter the desired value in the 'Office Address - Zip Code' field.
4. Enter the desired value in the 'Office Address - City' field.
5. Enter the desired value in the 'Office Address - State' field.
6. Enter the desired date in the 'Office Address - Start Date' field.
7. Enter the desired value in the 'Office Telephone (1)' field.
8. Enter the desired value in the 'Home - Street' field.
9. Enter the desired value in the 'Home - Zip Code' field.
10. Enter the desired value in the 'Home Telephone' field.
11. Enter the desired value in the 'Cellular Telephone' field.
12. Populate any other desired fields.
13. Click [Submit].
14. Access the 'CareFabric Monitor' form.
15. Enter the current date in the 'From Date' and 'Through Date' fields.
16. Select "ProviderUpdated" in the 'Event/Action Search' field.
17. Click [View Activity Log].
18. Click [Click To View Record] for the "ProviderUpdated" record.
19. Validate the 'addresses' - 'city' field contains the 'Office Address - City'.
20. Validate the 'addresses' - 'fromDate' field contains the 'Office Address - Start Date'.
21. Validate the 'addresses' - 'stateCode' field contains the 'Office Address - State'.
22. Validate the 'addresses' - 'street1' field contains the 'Office Address - Street'.
23. Validate the 'addresses' - 'typeCode' - 'code' field contains "W".
24. Validate the 'addresses' - 'typeCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.67".
25. Validate the 'addresses' - 'typeCode' - 'displayName' field contains "Work".
26. Validate the 'addresses' - 'zipCode' field contains the 'Office Address - Zip Code'.
27. Validate the 'addresses' section does not contain home address information.
28. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
29. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
30. Validate the 'emailAccounts' - 'address' field contains the 'Organizational Email'.
31. Validate the 'emailAccounts' - 'typeCode' - 'code' field contains "W".
32. Validate the 'emailAccounts' - 'typeCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.73".
33. Validate the 'emailAccounts' - 'typeCode' - 'displayName' field contains "Work".
34. Validate the 'identifications' - 'id' field contains "OrderConnectUsername".
35. Validate the 'identifications' - 'type' field contains "OrderConnectUsername".
36. Validate the 'identifications' - 'value' field contains the OrderConnect username for "Practitioner A".
37. Validate the first 'phoneNumbers' - 'number' field contains the 'Home Telephone'.
38. Validate the first 'phoneNumbers' - 'typeCode' - 'code' field contains "H".
39. Validate the first 'phoneNumbers' - 'typeCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.73".
40. Validate the first 'phoneNumbers' - 'typeCode' - 'displayName' field contains "Home".
41. Validate the second 'phoneNumbers' - 'number' field contains the 'Office Telephone (1)'.
42. Validate the second 'phoneNumbers' - 'typeCode' - 'code' field contains "W".
43. Validate the second 'phoneNumbers' - 'typeCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.73".
44. Validate the second 'phoneNumbers' - 'typeCode' - 'displayName' field contains "Work".
45. Validate the third 'phoneNumbers' - 'number' field contains the 'Cellular Telephone'.
46. Validate the third 'phoneNumbers' - 'typeCode' - 'code' field contains "M".
47. Validate the third 'phoneNumbers' - 'typeCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.73".
48. Validate the third 'phoneNumbers' - 'typeCode' - 'displayName' field contains "Mobile".
49. 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. 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 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 'programAdmissionID' - 'id' field contains a unique identifier for the client's admission.
19. Validate the service data is displayed.
20. Close the report and 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 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 'programAdmissionID' - 'id' field contains a unique identifier for the client's admission.
16. Validate the visit data is displayed.
17. 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. 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 and has problems for review in the 'Clinical Reconciliation' form (Client A).

1. Select "Client A" and access the 'Clinical Reconciliation' form.
2. Select "Admission" in the 'Reconciliation Type' field.
3. Select the desired episode in the 'Episode' field.
4. Select the 'Problem List' section.
5. Select and check off any problems you wish to have included in the reconciliation.
6. Click [Include].
7. Select and check off any problems you do not wish to have included in the reconciliation.
8. Click [Do Not Include].
9. Click [Review Final List].
10. Validate a 'Clinical Reconciliation - Preview' report is displayed showing all of the checked off problems.
11. Click [Reconcile Items].
12. Validate a message is displayed stating: Saved.
13. Click [OK] and close the form.
14. Open the 'CareFabric Monitor' form.
15. Enter the current date in the 'From Date' and 'Through Date' fields.
16. Click [View Activity Log].
17. Select the "ClinicalInformationReviewCreated" activity type.
18. Click [Click to View Record].
19. Validate a report with the 'ClinicalInformationReviewCreated' payload is displayed.
20. Validate the 'programAdmissionID' - 'id' field contains a unique identifier for the client's admission.
21. Validate the 'reviewedDate' field contains the current date/time that the clinical reconciliation was performed.
22. Validate the 'reviewedSections' - 'type' field contains "Problem".
23. Validate the 'reviewedSections' - 'value' field contains "true".
24. Close the report and the form.

Internal testing only.

• A client is enrolled in an existing episode with an 'Admitting Practitioner' and 'Attending Practitioner' on file (Client A).

1. Select "Client A" and access the 'Discharge' form.
2. Enter the current date in the 'Date Of Discharge' field.
3. Enter the current time in the 'Discharge Time' field.
4. Select the desired value in the 'Type Of Discharge' field.
5. Select the desired practitioner in the 'Discharge Practitioner' field.
6. Populate any other desired fields.
7. Click [Submit].
8. Access the 'CareFabric Monitor' form.
9. Enter the current date in the 'From Date' field.
10. Enter the current date in the 'Through Date' field.
11. Select "Client A" in the 'Client ID' field.
12. Click [View Activity Log].
13. Validate the 'CareFabric Monitor Report' is displayed with 'ProgramDischargeCreated' and 'ProgramAdmissionUpdated' records.
14. Select the 'ProgramDischargeCreated' activity type.
15. Click [Click to View Record].
16. Validate the discharge information is displayed.
17. Validate the 'dischargeDate' field contains the current date/time.
18. Navigate back to the 'CareFabric Monitor Report'.
19. Select the 'ProgramAdmissionUpdated' activity type.
20. Click [Click to View Record].
21. Validate the first 'careTeam' - 'fromDate' field contains the 'Preadmit/Admission Date' and 'Preadmit/Admission Time' for the 'Admitting Practitioner'.
22. Validate the first 'careTeam' - 'name' field contains the 'Admitting Practitioner'.
23. Validate the first 'careTeam' - toDate' field contains the 'Date of Discharge' and 'Discharge Time' for the 'Admitting Practitioner'.
24. Validate the second 'careTeam' - 'fromDate' field contains the 'Preadmit/Admission Date' and 'Preadmit/Admission Time' for the 'Attending Practitioner'.
25. Validate the second 'careTeam' - 'name' field contains the 'Attending Practitioner'.
26. Validate the second 'careTeam' - 'toDate' field contains the 'Date of Discharge' and 'Discharge Time' for the 'Attending Practitioner'.
27. Close the report and the form.

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

1. Access the 'Admission' form.
2. Verify the 'Select Client' dialog is displayed.
3. Enter any new value in the 'Last Name' and 'First Name' fields.
4. Select any value in the 'Sex' field.
5. Click [Search].
6. Validate a "Search Results" message is displayed stating: No matches found.
7. Click [New Client].
8. Validate a "Client" message displays indicating "Auto Assign Next ID Number?"
9. Click [Yes].
10. Enter the current date in the 'Preadmit/Admission Date' field.
11. Enter the current time in the 'Preadmit/Admission Time' field.
12. Select the desired program in the 'Program' field.
13. Enter any value in the 'Type Of Admission' field.
14. Enter the desired practitioner in the 'Admitting Practitioner' field.
15. Click [Submit].
16. Access the 'CareFabric Monitor' form.
17. Enter the current date in the 'From Date' field.
18. Enter the current date in the 'Through Date' field.
19. Enter the client admitted in the previous steps in the 'Client ID' field.
20. Click [View Activity Log].
21. Validate the 'CareFabric Monitor Report' is displayed.
22. Select the 'ProgramAdmissionCreated' activity type.
23. Click [Click to View Record].
24. Validate all filed information is populated.
25. Validate the first 'careTeam' - 'fromDate' field contains the 'Preadmit/Admission Date' and 'Preadmit/Admission Time' for the 'Admitting Practitioner'.
26. Validate the first 'careTeam' - 'name' field contains the 'Admitting Practitioner'.
27. Validate the second 'careTeam' - 'fromDate' field contains the 'Preadmit/Admission Date' and 'Preadmit/Admission Time' for the 'Attending Practitioner'.
28. Validate the second 'careTeam' - 'name' field contains the 'Attending Practitioner'.
29. Validate the 'identifications' - 'id' field contains the program admission ID for the client.
30. Validate the 'identifications' - 'type' field contains "2.16.840.1.113883.4.642.1.1088".
31. Validate the 'identifications' - 'value' field contains the program admission ID for the client.
32. Close the report and the form.

• The following extended dictionaries must be defined for the "(357) Pregnancy Status" PM dictionary values:
• (70492) Clinical Status - Pregnancy (FHIR)
• (70493) Verification Status (FHIR)
• A client is enrolled in an existing episode (Client A).

1. Select "Client A" and access the 'Women's Health History' form.
2. Enter the desired date in the 'Assessment Date' field.
3. Enter the desired date in the 'Pregnancy Start Date' field.
4. Select the desired value in the 'Pregnant Status' field.
5. Click [Submit].
6. Access the 'CareFabric Monitor' form.
7. Enter the current date in the 'From Date' and 'Through Date' fields.
8. Select "Client A" in the 'Client ID' field.
9. Select "PregnancyCreated" in the 'Event/Action Search' field.
10. Click [View Activity Log].
11. Validate the 'clinicalStatusCode' - code' field contains the "Clinical Status - Pregnancy (FHIR)" extended dictionary code defined for the status selected.
12. Validate the 'clinicalStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.164".
13. Validate the 'clinicalStatusCode' - 'codeSystemName' field contains "Condition-Clinical".
14. Validate the 'clinicalStatusCode' - 'displayName' field contains the "Clinical Status - Pregnancy (FHIR)" extended dictionary value defined for the status selected.
15. Validate the 'verificationStatusCode' - code' field contains the "Verification Status (FHIR)" extended dictionary code defined for the status selected.
16. Validate the 'verificationStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.166".
17. Validate the 'verificationStatusCode' - 'codeSystemName' field contains "Condition-Ver-Status".
18. Validate the 'verificationStatusCode' - 'displayName' field contains the "Verification Status (FHIR)" extended dictionary value defined for the status selected.
19. Close the report and the form.
20. Select "Client A" and access the 'Women's Health History' form.
21. Select the record filed in the previous steps and click [Edit].
22. Enter the desired value in the 'Pregnancy End Date' field.
23. Select any new value in the 'Pregnant Status' field.
24. Click [Submit].
25. Access the 'CareFabric Monitor' form.
26. Enter the current date in the 'From Date' and 'Through Date' fields.
27. Select "Client A" in the 'Client ID' field.
28. Select "PregnancyUpdated" in the 'Event/Action Search' field.
29. Click [View Activity Log].
30. Validate the 'clinicalStatusCode' - code' field contains the "Clinical Status - Pregnancy (FHIR)" extended dictionary code defined for the status selected.
31. Validate the 'clinicalStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.164".
32. Validate the 'clinicalStatusCode' - 'codeSystemName' field contains "Condition-Clinical".
33. Validate the 'clinicalStatusCode' - 'displayName' field contains the "Clinical Status - Pregnancy (FHIR)" extended dictionary value defined for the status selected.
34. Validate the 'endDate' field contains the 'Pregnancy End Date'.
35. Validate the 'startDate' field contains the 'Pregnancy Start Date'.
36. Validate the 'verificationStatusCode' - code' field contains the "Verification Status (FHIR)" extended dictionary code defined for the status selected.
37. Validate the 'verificationStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.166".
38. Validate the 'verificationStatusCode' - 'codeSystemName' field contains "Condition-Ver-Status".
39. Validate the 'verificationStatusCode' - 'displayName' field contains the "Verification Status (FHIR)" extended dictionary value defined for the status selected.
40. Close the report and the form.

• The following extended dictionaries must be defined for the "(1800) Status" PM dictionary values for 'Diagnosis Status':
• (70494) Clinical Status - Diagnosis (FHIR)
• (70493) Verification Status (FHIR)
• A client is enrolled in an existing episode (Client A).

1. Select "Client A" and access the 'Diagnosis' form.
2. Select the desired value in the 'Type Of Diagnosis' field.
3. Enter the desired date in the 'Date Of Diagnosis' field.
4. Enter the desired time in the 'Time Of Diagnosis' field.
5. Click [New Row].
6. Select the desired value in the 'Diagnosis Search' field.
7. Select "Active" in the 'Status' field.
8. Select the desired practitioner in the 'Diagnosing Practitioner' field.
9. Click [Submit].
10. Access the 'CareFabric Monitor' form.
11. Enter the current date in the 'From Date' and 'Through Date' fields.
12. Select "Client A" in the 'Client ID' field.
13. Select "DiagnosisCreated" in the 'Event/Action Search' field.
14. Click [View Activity Log].
15. Validate the 'clinicalStatusCode' - code' field contains the "Clinical Status - Diagnosis (FHIR)" extended dictionary code defined for the status selected.
16. Validate the 'clinicalStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.164".
17. Validate the 'clinicalStatusCode' - 'codeSystemName' field contains "Condition-Clinical".
18. Validate the 'clinicalStatusCode' - 'displayName' field contains the "Clinical Status - Diagnosis (FHIR)" extended dictionary value defined for the status selected.
19. Validate the 'programAdmissionID' - 'id' field contains the program admission ID for "Client A".
20. Validate the 'programCode' - 'code' field contains the program code "Client A" is enrolled in.
21. Validate the 'programCode' - 'displayName' field contains the program name "Client A" is enrolled in.
22. Validate the 'statusCode' - 'code' field contains "1".
23. Validate the 'statusCode' - 'displayName' field contains "Active".
24. Validate the 'verificationStatusCode' - code' field contains the "Verification Status (FHIR)" extended dictionary code defined for the status selected.
25. Validate the 'verificationStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.166".
26. Validate the 'verificationStatusCode' - 'codeSystemName' field contains "Condition-Ver-Status".
27. Validate the 'verificationStatusCode' - 'displayName' field contains the "Verification Status (FHIR)" extended dictionary value defined for the status selected.
28. Close the report and the form.
29. Select "Client A" and access the 'Diagnosis' form.
30. Select the diagnosis record filed in the previous steps and click [Edit].
31. Select "Resolved" in the 'Status' field.
32. Enter the desired date in the 'Resolved Date' field.
33. Click [Submit].
34. Access the 'CareFabric Monitor' form.
35. Enter the current date in the 'From Date' and 'Through Date' fields.
36. Select "Client A" in the 'Client ID' field.
37. Select "DiagnosisUpdated" in the 'Event/Action Search' field.
38. Click [View Activity Log].
39. Validate the 'clinicalStatusCode' - code' field contains the "Clinical Status - Diagnosis (FHIR)" extended dictionary code defined for the status selected.
40. Validate the 'clinicalStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.164".
41. Validate the 'clinicalStatusCode' - 'codeSystemName' field contains "Condition-Clinical".
42. Validate the 'clinicalStatusCode' - 'displayName' field contains the "Clinical Status - Diagnosis (FHIR)" extended dictionary value defined for the status selected.
43. Validate the 'programAdmissionID' - 'id' field contains the program admission ID for "Client A".
44. Validate the 'programCode' - 'code' field contains the program code "Client A" is enrolled in.
45. Validate the 'programCode' - 'displayName' field contains the program name "Client A" is enrolled in.
46. Validate the 'statusCode' - 'code' field contains "4".
47. Validate the 'statusCode' - 'displayName' field contains "Resolved".
48. Validate the 'verificationStatusCode' - code' field contains the "Verification Status (FHIR)" extended dictionary code defined for the status selected.
49. Validate the 'verificationStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.166".
50. Validate the 'verificationStatusCode' - 'codeSystemName' field contains "Condition-Ver-Status".
51. Validate the 'verificationStatusCode' - 'displayName' field contains the "Verification Status (FHIR)" extended dictionary value defined for the status selected.
52. Close the report and the form.

Internal testing only.

Internal testing only.

Internal testing only.

Internal testing only.

1. Access the 'Facility Defaults' form.
2. Populate any desired fields.
3. Validate the 'Provider Country' field is displayed.
4. Select the desired value in the 'Provider Country' field. Note: this field is populated based off the dictionary values under the 'Client' file, '(150) Country Of Origin' data element in 'Dictionary Update'.
5. Click [Submit].
6. Access Crystal Reports or other SQL Reporting tool.
7. Create a report using the 'SYSTEM.table_facility_defaults' SQL table.
8. Validate a row is displayed for the data on file.
9. Validate the 'provider_country_code' field contains the code associated to the 'Provider Country' selected.
10. Validate the 'provider_country_value' field contains the value associated to the 'Provider Country' selected.
11. Close the report.

• 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' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.1372".
17. Validate the 'clinicalStatusCode' - 'codeSystemName' field contains "Clinical Status".
18. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the status selected.
19. Validate the 'statusCode' - 'displayName' field contains "Confirmed".
20. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the status selected.
21. Validate the 'verificationStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.1370".
22. Validate the 'verificationStatusCode' - 'codeSystemName' field contains "Verification Status".
23. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the status selected.
24. Validate all other allergy data displays as expected.
25. Close the report and the form.
26. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
27. Click [Update].
28. Validate the 'Allergies' grid contains the allergy filed in the previous steps.
29. Select "Inactive" in the 'Status' field.
30. Click [Save] and [Submit].
31. Access the 'CareFabric Monitor' form.
32. Enter the current date in the 'From Date' and 'Through Date' fields.
33. Click [View Activity Log].
34. Validate the 'CareFabric Monitor Report' contains a "AllergyUpdated" record.
35. Click [Click To View Record].
36. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
37. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
38. Validate the 'clientID' - 'id' field contains "Client A".
39. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the new status selected.
40. Validate the 'clinicalStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.1372".
41. Validate the 'clinicalStatusCode' - 'codeSystemName' field contains "Clinical Status".
42. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the new status selected.
43. Validate the 'statusCode' - 'displayName' field contains "Inactive".
44. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the new status selected.
45. Validate the 'verificationStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.1370".
46. Validate the 'verificationStatusCode' - 'codeSystemName' field contains "Verification Status".
47. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the new status selected.
48. Validate all other allergy data displays as expected.
49. Close the report and the form.

• 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' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.164".
17. Validate the 'clinicalStatusCode' - 'codeSystemName' field contains "Condition-Clinical".
18. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the status selected.
19. Validate the 'statusCode' - 'displayName' field contains "Active".
20. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the status selected.
21. Validate the 'verificationStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.166".
22. Validate the 'verificationStatusCode' - 'codeSystemName' field contains "Condition-Ver-Status".
23. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the status selected.
24. Validate all other problem data displays as expected.
25. Close the report and the form.
26. Select "Client A" and access the 'Problem List' form.
27. Click [View/Enter Problems].
28. Validate the 'Problem List' grid is displayed and contains the problem filed in the previous steps.
29. Select "Inactive" in the 'Status' field for the existing problem.
30. Click [Save] and [Submit].
31. Access the 'CareFabric Monitor' form.
32. Enter the current date in the 'From Date' and 'Through Date' fields.
33. Click [View Activity Log].
34. Validate the 'CareFabric Monitor Report' contains a "ProblemUpdated" record.
35. Click [Click To View Record].
36. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
37. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
38. Validate the 'clientID' - 'id' field contains "Client A".
39. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the new status selected.
40. Validate the 'clinicalStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.164".
41. Validate the 'clinicalStatusCode' - 'codeSystemName' field contains "Condition-Clinical".
42. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the new status selected.
43. Validate the 'statusCode' - 'displayName' field contains "Inactive".
44. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the new status selected.
45. Validate the 'verificationStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.166".
46. Validate the 'verificationStatusCode' - 'codeSystemName' field contains "Condition-Ver-Status".
47. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the new status selected.
48. Validate all other problem data displays as expected.
49. Close the report and the form.

Internal testing only.

Internal testing only.

Internal testing only.

Internal testing only.

Internal testing only.

Internal testing only.

• 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.

Internal testing only.

Internal testing only.

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

1. Access the 'Admission' form.
2. Verify the 'Select Client' dialog is displayed.
3. Enter any new value in the 'Last Name' and 'First Name' fields.
4. Select any value in the 'Sex' field.
5. Click [Search].
6. Validate a "Search Results" message is displayed stating: No matches found.
7. Click [New Client].
8. Validate a "Client" message displays indicating "Auto Assign Next ID Number?"
9. Click [Yes].
10. Enter the current date in the 'Preadmit/Admission Date' field.
11. Enter the current time in the 'Preadmit/Admission Time' field.
12. Select the desired program in the 'Program' field.
13. Enter any value in the 'Type Of Admission' field.
14. Enter the desired practitioner in the 'Admitting Practitioner' field.
15. Click [Submit].
16. Access the 'CareFabric Monitor' form.
17. Enter the current date in the 'From Date' field.
18. Enter the current date in the 'Through Date' field.
19. Enter the client admitted in the previous steps in the 'Client ID' field.
20. Click [View Activity Log].
21. Validate the 'CareFabric Monitor Report' is displayed.
22. Select the 'ProgramAdmissionCreated' activity type.
23. Click [Click to View Record].
24. Validate all filed information is populated.
25. Validate the first 'careTeam' - 'fromDate' field contains the 'Preadmit/Admission Date' and 'Preadmit/Admission Time' for the 'Admitting Practitioner'.
26. Validate the first 'careTeam' - 'name' field contains the 'Admitting Practitioner'.
27. Validate the second 'careTeam' - 'fromDate' field contains the 'Preadmit/Admission Date' and 'Preadmit/Admission Time' for the 'Attending Practitioner'.
28. Validate the second 'careTeam' - 'name' field contains the 'Attending Practitioner'.
29. Validate the 'identifications' - 'id' field contains the program admission ID for the client.
30. Validate the 'identifications' - 'type' field contains "2.16.840.1.113883.4.642.1.1088".
31. Validate the 'identifications' - 'value' field contains the program admission ID for the client.
32. Close the report and the form.

• Must be configured to integrate with OrderConnect.
• A user is defined in 'User Definition' with the following:
• An associated practitioner with hours for scheduling (Practitioner A)
• An email on file in the 'Organizational Email' field in the "Supplemental" section of the 'User Definition' form
• An OrderConnect username

1. Access the 'Practitioner Enrollment' form for "Practitioner A".
2. Enter the desired value in the 'Office Address - Street' field.
3. Enter the desired value in the 'Office Address - Zip Code' field.
4. Enter the desired value in the 'Office Address - City' field.
5. Enter the desired value in the 'Office Address - State' field.
6. Enter the desired date in the 'Office Address - Start Date' field.
7. Enter the desired value in the 'Office Telephone (1)' field.
8. Enter the desired value in the 'Home - Street' field.
9. Enter the desired value in the 'Home - Zip Code' field.
10. Enter the desired value in the 'Home Telephone' field.
11. Enter the desired value in the 'Cellular Telephone' field.
12. Populate any other desired fields.
13. Click [Submit].
14. Access the 'CareFabric Monitor' form.
15. Enter the current date in the 'From Date' and 'Through Date' fields.
16. Select "ProviderUpdated" in the 'Event/Action Search' field.
17. Click [View Activity Log].
18. Click [Click To View Record] for the "ProviderUpdated" record.
19. Validate the 'addresses' - 'city' field contains the 'Office Address - City'.
20. Validate the 'addresses' - 'fromDate' field contains the 'Office Address - Start Date'.
21. Validate the 'addresses' - 'stateCode' field contains the 'Office Address - State'.
22. Validate the 'addresses' - 'street1' field contains the 'Office Address - Street'.
23. Validate the 'addresses' - 'typeCode' - 'code' field contains "W".
24. Validate the 'addresses' - 'typeCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.67".
25. Validate the 'addresses' - 'typeCode' - 'displayName' field contains "Work".
26. Validate the 'addresses' - 'zipCode' field contains the 'Office Address - Zip Code'.
27. Validate the 'addresses' section does not contain home address information.
28. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
29. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
30. Validate the 'emailAccounts' - 'address' field contains the 'Organizational Email'.
31. Validate the 'emailAccounts' - 'typeCode' - 'code' field contains "W".
32. Validate the 'emailAccounts' - 'typeCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.73".
33. Validate the 'emailAccounts' - 'typeCode' - 'displayName' field contains "Work".
34. Validate the 'identifications' - 'id' field contains "OrderConnectUsername".
35. Validate the 'identifications' - 'type' field contains "OrderConnectUsername".
36. Validate the 'identifications' - 'value' field contains the OrderConnect username for "Practitioner A".
37. Validate the first 'phoneNumbers' - 'number' field contains the 'Home Telephone'.
38. Validate the first 'phoneNumbers' - 'typeCode' - 'code' field contains "H".
39. Validate the first 'phoneNumbers' - 'typeCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.73".
40. Validate the first 'phoneNumbers' - 'typeCode' - 'displayName' field contains "Home".
41. Validate the second 'phoneNumbers' - 'number' field contains the 'Office Telephone (1)'.
42. Validate the second 'phoneNumbers' - 'typeCode' - 'code' field contains "W".
43. Validate the second 'phoneNumbers' - 'typeCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.73".
44. Validate the second 'phoneNumbers' - 'typeCode' - 'displayName' field contains "Work".
45. Validate the third 'phoneNumbers' - 'number' field contains the 'Cellular Telephone'.
46. Validate the third 'phoneNumbers' - 'typeCode' - 'code' field contains "M".
47. Validate the third 'phoneNumbers' - 'typeCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.73".
48. Validate the third 'phoneNumbers' - 'typeCode' - 'displayName' field contains "Mobile".
49. Validate the 'primaryOrganization' - 'name' field contains the organization name.
50. Validate the 'primaryOrganization' - 'organizationID' - 'ID' field contains the facility ID.
51. Close the report and the form.

Internal testing only.

• 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' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.164".
19. Validate the 'clinicalStatusCode' - 'codeSystemName' field contains "Condition-Clinical".
20. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the status selected.
21. Validate the 'narrative' field contains the value entered in the 'Comments' field in the 'Problem List' form.
22. Validate the 'statusCode' - 'code' field contains "A".
23. Validate the 'statusCode' - 'displayName' field contains "Active"
24. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the status selected.
25. Validate the 'verificationStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.166".
26. Validate the 'verificationStatusCode' - 'codeSystemName' field contains "Condition-Ver-Status".
27. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the status selected.
28. Validate the fourth 'vocabularies' - 'code' field contains the SNOMED code for the problem on file.
29. Validate the fourth 'vocabularies' - 'codeSystem' field contains "2.16.840.1.113883.6.96".
30. Validate the fourth 'vocabularies' - 'codeSystemName' field contains "SNOMED CT".
31. Validate the fourth 'vocabularies' - 'displayName' field contains the SNOMED value for the problem on file.
32. Close the report and the form.
33. Select "Client A" and access the 'Problem List' form.
34. Click [View/Enter Problems].
35. Validate the problem filed in the previous steps is displayed.
36. Select "Inactive" in the 'Status' field.
37. Enter any new value in the 'Comments' field.
38. Click [Save] and [Submit].
39. Access the 'CareFabric Monitor' form.
40. Enter the current date in the 'From Date' and 'Through Date' fields.
41. Enter "Client A" in the 'Client ID' field.
42. Enter "ClientRecordedStatusUpdated" in the 'Event/Action Search' field.
43. Click [View Activity Log].
44. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusUpdated" record for "Client A".
45. Click [Click To View Record].
46. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
47. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
48. Validate the 'clientID' - 'id' field contains "Client A".
49. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the new status selected.
50. Validate the 'clinicalStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.164".
51. Validate the 'clinicalStatusCode' - 'codeSystemName' field contains "Condition-Clinical".
52. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the new status selected.
53. Validate the 'narrative' field contains the new value entered in the 'Comments' field in the 'Problem List' form.
54. Validate the 'statusCode' - 'code' field contains "I".
55. Validate the 'statusCode' - 'displayName' field contains "Inactive"
56. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the new status selected.
57. Validate the 'verificationStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.166".
58. Validate the 'verificationStatusCode' - 'codeSystemName' field contains "Condition-Ver-Status".
59. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the new status selected.
60. Validate the fourth 'vocabularies' - 'code' field contains the SNOMED code for the problem on file.
61. Validate the fourth 'vocabularies' - 'codeSystem' field contains "2.16.840.1.113883.6.96".
62. Validate the fourth 'vocabularies' - 'codeSystemName' field contains "SNOMED CT".
63. Validate the fourth 'vocabularies' - 'displayName' field contains the SNOMED value for the problem on file.
64. Close the report and the form.
65. Select "Client A" and access the 'Problem List' form.
66. Click [View/Enter Problems].
67. Validate the problem filed in the previous steps is displayed.
68. Delete the existing value in the 'Comments' field. This will trigger the 'ClientRecordedStatusDeleted' SDK event.
69. Click [Save] and [Submit].
70. Access the 'CareFabric Monitor' form.
71. Enter the current date in the 'From Date' and 'Through Date' fields.
72. Enter "Client A" in the 'Client ID' field.
73. Enter "ClientRecordedStatusDeleted" in the 'Event/Action Search' field.
74. Click [View Activity Log].
75. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusDeleted" record for "Client A".
76. Validate the 'clientID' - 'id' field contains "Client A".
77. Validate the 'clinicalStatusCode' field contains "null".
78. Validate the 'narrative' field contains "null".
79. Validate the 'statusCode' field contains "null".
80. Validate the 'verificationStatusCode' field contains "null".
81. Close the report and the form.
82. Select "Client A" and access the 'Problem List' form.
83. Click [View/Enter Problems].
84. Validate the problem filed in the previous steps is displayed.
85. Enter the desired value in the 'Comments' field.
86. Click [Save] and [Submit].
87. Access the 'CareFabric Monitor' form.
88. Enter the current date in the 'From Date' and 'Through Date' fields.
89. Enter "Client A" in the 'Client ID' field.
90. Enter "ClientRecordedStatusUpdated" in the 'Event/Action Search' field.
91. Click [View Activity Log].
92. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusUpdated" record for "Client A".
93. Click [Click To View Record].
94. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
95. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
96. Validate the 'clientID' - 'id' field contains "Client A".
97. Validate the 'narrative' field contains the new value entered in the 'Comments' field in the 'Problem List' form.
98. Validate all other data is displayed as expected.
99. Close the report and the form.
100. Select "Client A" and access the 'Problem List' form.
101. Click [View/Enter Problems].
102. Validate the problem filed in the previous steps is displayed.
103. Select "Voided" in the 'Status' field. This will also trigger the 'ClientRecordedStatusDeleted' SDK event.
104. Click [Save] and [Submit].
105. Access the 'CareFabric Monitor' form.
106. Enter the current date in the 'From Date' and 'Through Date' fields.
107. Enter "Client A" in the 'Client ID' field.
108. Enter "ClientRecordedStatusDeleted" in the 'Event/Action Search' field.
109. Click [View Activity Log].
110. Validate the 'CareFabric Monitor Report' contains a "ClientRecordedStatusDeleted" record for "Client A".
111. Validate the 'clientID' - 'id' field contains "Client A".
112. Validate the 'clinicalStatusCode' field contains "null".
113. Validate the 'narrative' field contains "null".
114. Validate the 'statusCode' field contains "null".
115. Validate the 'verificationStatusCode' field contains "null".
116. Close the report and the form.