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Avatar CareFabric 2022 Update 17

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Product Requirements / Recommendations

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Recommended Update Level

Avatar PM 2021 Update 144

Product Update Form Description

The following changes are made: 1) The new grid 'Progress Notes Form Mapping' is added to the 'Electronic Visit Verification' section of the 'CarePOV Management' form to determine the progress notes form that will be used when saving notes. Additionally, the new type 'CarePOV Management - Progress Notes Form Mapping' is added to the 'File Import' form. 2) The new field 'Required Sections' is added to the 'Electronic Visit Verification' section of the 'CarePOV Management' form to optionally determine the section(s) that will be required to send the 'SendTelephonyPatient' action. 3) The 'SendTelephonyResource' action is modified to populate 'StaffEvvID' and 'LocationIDs'. 4) The new field 'Provider Address To Be Sent' is added to the 'Electronic Visit Verification' section of the 'CarePOV Management' form to optionally determine which address information will be populated for the 'SendTelephonyResource' action. 5) The 'Guarantor' column in the 'Payor Program ID' grid in the 'Electronic Visit Verification' section of the 'CarePOV Management' form is modified to allow selecting all guarantors regardless of the financial class. 6) The new field 'EVV Admin User ID' is added to the 'Electronic Visit Verification' section of the 'CarePOV Management' form to determine the user that will be notified when the EVV communication is lost due to technical issues.

Included Updates

None

Required Updates

None

Details
NEW2 CHANGED2 FIXED0
New (2)
CarePOV Management - 'Electronic Visit Verification' section
The 'Progress Notes Form Mapping' grid is added to the 'Electronic Visit Verification' section of the 'CarePOV Management' form. This grid allows the ability to determine the progress note forms that will be used when saving notes. The 'CarePOV Management - Progress Notes Form Mapping' type is added to the 'File Import' form to support importing rows into the 'Progress Notes Form Mapping' grid.
In addition, the 'EVV Admin User ID' field is added to the 'Electronic Visit Verification' section of the 'CarePOV Management' form. This will determine the user that will be notified if EVV communication is lost due to technical issues.
Value Added: The ability to determine what progress notes can be used when saving EVV notes
Topics
• CarePOV Management • Electronic Visit Verification
 
Electronic Visit Verification - 'SendTelephonyResource' SDK action
The 'Provider Address To Be Sent' field is added to the 'Electronic Visit Verification' section of the 'CarePOV Management' form. This allows the user to select either "Office" or "Home" which will determine which address information will be populated in the 'SendTelephonyResource' SDK action.
In addition, the 'SendTelephonyResource' SDK action is updated to populate the 'StaffEvvID' and 'LocationIDs' fields when populated in the 'Practitioner Enrollment' form.
Value Added: The ability to optionally determine which address info will be populated in the 'SendTelephonyResource' SDK action
Topics
• CarePOV Management • Electronic Visit Verification • Practitioner
 
Changed (2)
CarePOV Management - Electronic Visit Verification - 'Required Sections' field
The 'Required Sections' field is added to the 'Electronic Visit Verification' section of the 'CarePOV Management' form. This field is added to optionally determine sections that will be required to send EVV SDK actions.
Value Added: The ability to optionally determine what sections are required to send EVV SDK actions
Topics
• Admission • CarePOV Management • Diagnosis • Electronic Visit Verification • Financial Eligibility
 
CarePOV Management - 'Payor Program ID' grid
The 'Guarantor' column in the 'Payor Program ID' grid in the 'Electronic Visit Verification' section of the 'CarePOV Management' form is updated to allow selecting all guarantors regardless of the financial class.
Value Added: The ability to select all guarantors regardless of financial class in the 'Payor Program ID' grid
Topics
• Admission • CarePOV Management • Diagnosis • Electronic Visit Verification • Financial Eligibility
 
Acceptance Tests
AV-72778 Summary | Details
CarePOV Management - Electronic Visit Verification - 'Required Sections' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
  • CarePOV Management
  • Crystal Report Viewer
  • Admission
  • Diagnosis
  • Financial Eligibility
Scenario 1: CarePOV Management - 'Electronic Visit Verification' section
Specific Setup:
  • myAvatar must be configured for Electronic Visit Verification.
  • myAvatar must be configured to integrate with Celltrak and vice versa.
  • A New Product using EVV must be created in the 'CareFabric Integration Management' form and a 'User to send To-Dos' must be filed. In the 'Code Mappings' section of this form a "Note Type" mapping type must be created for EVV.
Steps
  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].
Scenario 2: EVV - Validate the 'SendTelephonyPatient' action when no selections are made in the 'Required Sections' field
Specific Setup:
  • myAvatar must be configured for Electronic Visit Verification.
  • myAvatar must be configured to integrate with Celltrak and vice versa.
  • The 'CarePOV Management' - 'Electronic Visit Verification' form must be completed and submitted, including the 'Medicaid Provider ID' field, and the 'Guarantor' and 'Payer ID' fields in the 'Payor Program ID' table.
  • A New Product using EVV must be created in the 'CareFabric Integration Management' form and a 'User to send To-Dos' must be filed. In the 'Code Mappings' section of this form a "Note Type" mapping type must be created for EVV.
  • A service code is defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to the program being used (Service Code A, Program A).
  • "Yes" is selected in the following fields for the 'SendTelephonyPatient' action: 'Keep Incoming Payload in the Log', 'Keep Outgoing Payload in the Log' and 'Show in the CareFabric Monitor Report' in the 'CareFabric Management' form. This can be done by a Netsmart Associate.
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the "Electronic Visit Verification" section.
  3. Uncheck "SendTelephonyPatient - PrimaryDiagnosis" in the 'Required Sections' field. Please note: when unchecked, a primary diagnosis will not be required to trigger the 'SendTelephonyPatient' action for a client enrolled in an EVV program.
  4. Uncheck "SendTelephonyPatient - PayerProgram" in the 'Required Sections' field. Please note: when unchecked, the payer program will not be required to trigger the 'SendTelephonyPatient' action for a client enrolled in an EVV program.
  5. Uncheck "SendTelephonyPatient - PayerID" in the 'Required Sections' field. Please note: when unchecked, a payer ID will not be required to trigger the 'SendTelephonyPatient' action for a client enrolled in an EVV program.
  6. Click [Submit].
  7. Access the 'Admission' form.
  8. Enter any new value in the 'Last Name' and 'First Name' fields.
  9. Select the desired value in the 'Sex' field.
  10. Click [Search] and [New Client].
  11. Enter the desired date in the 'Preadmit/Admission Date' field.
  12. Enter the desired time in the 'Preadmit/Admission Time' field.
  13. Select "Program A" in the 'Program' field.
  14. Select the desired value in the 'Type Of Admission' field.
  15. Select the desired practitioner in the 'Admitting Practitioner' field.
  16. Enter the desired value in the 'Date Of Birth' field.
  17. Enter the desired value in the 'Social Security Number' field.
  18. Select the "Demographics" section.
  19. Enter the desired value in the 'Address - Street' field.
  20. Enter the desired value in the 'Zipcode' field.
  21. Enter the desired value in the 'Home Phone' field.
  22. Click [Submit].
  23. Access the 'CareFabric Monitor' form.
  24. Enter the current date in the 'From Date' and 'Through Date' fields.
  25. Select the new client admitted in the previous steps in the 'Client ID' field.
  26. Select "SendTelephonyPatient" in the 'Event/Action Search' field.
  27. Click [View Activity Log].
  28. Validate the 'CareFabric Monitor Report' contains a "SendTelephonyPatient" record for the client admitted in the previous steps.
  29. Click [Click To View Record].
  30. Validate the data filed in the previous steps is displayed.
  31. Close the report and the form.
Scenario 3: EVV - Validate the 'SendTelephonyPatient' action when all selections are made in the 'Required Sections' field
Specific Setup:
  • myAvatar must be configured for Electronic Visit Verification.
  • myAvatar must be configured to integrate with Celltrak and vice versa.
  • The 'CarePOV Management' - 'Electronic Visit Verification' form must be completed and submitted, including the 'Medicaid Provider ID' field, and the 'Guarantor' and 'Payer ID' fields in the 'Payor Program ID' table.
  • A New Product using EVV must be created in the 'CareFabric Integration Management' form and a 'User to send To-Dos' must be filed. In the 'Code Mappings' section of this form a "Note Type" mapping type must be created for EVV.
  • A service code is defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to the program being used (Service Code A, Program A).
  • "Yes" is selected in the following fields for the 'SendTelephonyPatient' action: 'Keep Incoming Payload in the Log', 'Keep Outgoing Payload in the Log' and 'Show in the CareFabric Monitor Report' in the 'CareFabric Management' form. This can be done by a Netsmart Associate.
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the "Electronic Visit Verification" section.
  3. Check "SendTelephonyPatient - PrimaryDiagnosis" in the 'Required Sections' field. Please note: when checked, a primary diagnosis will be required to trigger the 'SendTelephonyPatient' action for a client enrolled in an EVV program.
  4. Check "SendTelephonyPatient - PayerProgram" in the 'Required Sections' field. Please note: when checked, the payer program will be required to trigger the 'SendTelephonyPatient' action for a client enrolled in an EVV program.
  5. Check "SendTelephonyPatient - PayerID" in the 'Required Sections' field. Please note: when checked, a payer ID will be required to trigger the 'SendTelephonyPatient' action for a client enrolled in an EVV program.
  6. Validate the 'Payor Program ID' table is populated for all fields: 'Guarantor', 'Payer ID', 'Payer Program'.
  7. Validate the 'Guarantor' field contains all guarantors regardless of financial class. Take note of the guarantor definition in the 'Payor Program ID' table (Guarantor A).
  8. Click [Submit].
  9. Access the 'Admission' form.
  10. Enter any new value in the 'Last Name' and 'First Name' fields.
  11. Select the desired value in the 'Sex' field.
  12. Click [Search] and [New Client].
  13. Enter the desired date in the 'Preadmit/Admission Date' field.
  14. Enter the desired time in the 'Preadmit/Admission Time' field.
  15. Select "Program A" in the 'Program' field.
  16. Select the desired value in the 'Type Of Admission' field.
  17. Select the desired practitioner in the 'Admitting Practitioner' field.
  18. Enter the desired value in the 'Date Of Birth' field.
  19. Enter the desired value in the 'Social Security Number' field.
  20. Select the "Demographics" section.
  21. Enter the desired value in the 'Address - Street' field.
  22. Enter the desired value in the 'Zipcode' field.
  23. Enter the desired value in the 'Home Phone' 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 the new client admitted in the previous steps in the 'Client ID' field.
  28. Select "SendTelephonyPatient" in the 'Event/Action Search' field.
  29. Click [View Activity Log].
  30. Validate the 'CareFabric Monitor Report' contains "No Data Found For Report".
  31. Close the report and the form.
  32. Select the new client and access the 'Diagnosis' form.
  33. Select "Admission" in the 'Type of Diagnosis' field.
  34. Enter the desired time in the 'Time Of Diagnosis' field.
  35. Click [New Row].
  36. Select the desired value in the 'Diagnosis Search' field.
  37. Select the desired practitioner in the 'Diagnosing Practitioner' field.
  38. Click [Submit].
  39. Access the 'CareFabric Monitor' form.
  40. Enter the current date in the 'From Date' and 'Through Date' fields.
  41. Select the new client admitted in the previous steps in the 'Client ID' field.
  42. Select "SendTelephonyPatient" in the 'Event/Action Search' field.
  43. Click [View Activity Log].
  44. Validate the 'CareFabric Monitor Report' contains "No Data Found For Report".
  45. Close the report and the form.
  46. Select the new client and access the 'Financial Eligibility' form.
  47. Select the "Guarantor Selection" section.
  48. Select "Guarantor A" in the 'Guarantor #' field.
  49. Select the desired value in the 'Guarantor Plan' field.
  50. Select "No" in the 'Customize Guarantor Plan' field.
  51. Select "Yes" in the 'Eligibility Verified' field.
  52. Enter the desired date in the 'Coverage Effective Date' field.
  53. Select "Self" in the 'Client's Relationship To Subscriber' field.
  54. Enter the desired value in the 'Subscriber Policy #' field.
  55. Enter the desired value in the 'Subscriber Medicaid #' field.
  56. Select "Yes" in the 'Subscriber Assignment Of Benefits' field.
  57. Select "Yes" in the 'Subscriber Release Of Info' field.
  58. Select the "Financial Eligibility" section.
  59. Select "Guarantor A" in the 'Guarantor #1' field.
  60. Click [Submit].
  61. Access the 'CareFabric Monitor' form.
  62. Enter the current date in the 'From Date' and 'Through Date' fields.
  63. Select the new client admitted in the previous steps in the 'Client ID' field.
  64. Select "SendTelephonyPatient" in the 'Event/Action Search' field.
  65. Click [View Activity Log].
  66. Validate the 'CareFabric Monitor Report' contains a "SendTelephonyPatient" record.
  67. Click [Click To View Record].
  68. Validate the data filed in the previous steps is displayed.
  69. Close the report and the form.
Topics
• Admission • CarePOV Management • Diagnosis • Electronic Visit Verification • Financial Eligibility
AV-76427 Summary | Details
CarePOV Management - 'Payor Program ID' grid
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
  • CarePOV Management
  • Crystal Report Viewer
  • Admission
  • Diagnosis
  • Financial Eligibility
Scenario 1: CarePOV Management - 'Electronic Visit Verification' section
Specific Setup:
  • myAvatar must be configured for Electronic Visit Verification.
  • myAvatar must be configured to integrate with Celltrak and vice versa.
  • A New Product using EVV must be created in the 'CareFabric Integration Management' form and a 'User to send To-Dos' must be filed. In the 'Code Mappings' section of this form a "Note Type" mapping type must be created for EVV.
Steps
  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].
Scenario 2: EVV - Validate the 'SendTelephonyPatient' action when all selections are made in the 'Required Sections' field
Specific Setup:
  • myAvatar must be configured for Electronic Visit Verification.
  • myAvatar must be configured to integrate with Celltrak and vice versa.
  • The 'CarePOV Management' - 'Electronic Visit Verification' form must be completed and submitted, including the 'Medicaid Provider ID' field, and the 'Guarantor' and 'Payer ID' fields in the 'Payor Program ID' table.
  • A New Product using EVV must be created in the 'CareFabric Integration Management' form and a 'User to send To-Dos' must be filed. In the 'Code Mappings' section of this form a "Note Type" mapping type must be created for EVV.
  • A service code is defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to the program being used (Service Code A, Program A).
  • "Yes" is selected in the following fields for the 'SendTelephonyPatient' action: 'Keep Incoming Payload in the Log', 'Keep Outgoing Payload in the Log' and 'Show in the CareFabric Monitor Report' in the 'CareFabric Management' form. This can be done by a Netsmart Associate.
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the "Electronic Visit Verification" section.
  3. Check "SendTelephonyPatient - PrimaryDiagnosis" in the 'Required Sections' field. Please note: when checked, a primary diagnosis will be required to trigger the 'SendTelephonyPatient' action for a client enrolled in an EVV program.
  4. Check "SendTelephonyPatient - PayerProgram" in the 'Required Sections' field. Please note: when checked, the payer program will be required to trigger the 'SendTelephonyPatient' action for a client enrolled in an EVV program.
  5. Check "SendTelephonyPatient - PayerID" in the 'Required Sections' field. Please note: when checked, a payer ID will be required to trigger the 'SendTelephonyPatient' action for a client enrolled in an EVV program.
  6. Validate the 'Payor Program ID' table is populated for all fields: 'Guarantor', 'Payer ID', 'Payer Program'.
  7. Validate the 'Guarantor' field contains all guarantors regardless of financial class. Take note of the guarantor definition in the 'Payor Program ID' table (Guarantor A).
  8. Click [Submit].
  9. Access the 'Admission' form.
  10. Enter any new value in the 'Last Name' and 'First Name' fields.
  11. Select the desired value in the 'Sex' field.
  12. Click [Search] and [New Client].
  13. Enter the desired date in the 'Preadmit/Admission Date' field.
  14. Enter the desired time in the 'Preadmit/Admission Time' field.
  15. Select "Program A" in the 'Program' field.
  16. Select the desired value in the 'Type Of Admission' field.
  17. Select the desired practitioner in the 'Admitting Practitioner' field.
  18. Enter the desired value in the 'Date Of Birth' field.
  19. Enter the desired value in the 'Social Security Number' field.
  20. Select the "Demographics" section.
  21. Enter the desired value in the 'Address - Street' field.
  22. Enter the desired value in the 'Zipcode' field.
  23. Enter the desired value in the 'Home Phone' 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 the new client admitted in the previous steps in the 'Client ID' field.
  28. Select "SendTelephonyPatient" in the 'Event/Action Search' field.
  29. Click [View Activity Log].
  30. Validate the 'CareFabric Monitor Report' contains "No Data Found For Report".
  31. Close the report and the form.
  32. Select the new client and access the 'Diagnosis' form.
  33. Select "Admission" in the 'Type of Diagnosis' field.
  34. Enter the desired time in the 'Time Of Diagnosis' field.
  35. Click [New Row].
  36. Select the desired value in the 'Diagnosis Search' field.
  37. Select the desired practitioner in the 'Diagnosing Practitioner' field.
  38. Click [Submit].
  39. Access the 'CareFabric Monitor' form.
  40. Enter the current date in the 'From Date' and 'Through Date' fields.
  41. Select the new client admitted in the previous steps in the 'Client ID' field.
  42. Select "SendTelephonyPatient" in the 'Event/Action Search' field.
  43. Click [View Activity Log].
  44. Validate the 'CareFabric Monitor Report' contains "No Data Found For Report".
  45. Close the report and the form.
  46. Select the new client and access the 'Financial Eligibility' form.
  47. Select the "Guarantor Selection" section.
  48. Select "Guarantor A" in the 'Guarantor #' field.
  49. Select the desired value in the 'Guarantor Plan' field.
  50. Select "No" in the 'Customize Guarantor Plan' field.
  51. Select "Yes" in the 'Eligibility Verified' field.
  52. Enter the desired date in the 'Coverage Effective Date' field.
  53. Select "Self" in the 'Client's Relationship To Subscriber' field.
  54. Enter the desired value in the 'Subscriber Policy #' field.
  55. Enter the desired value in the 'Subscriber Medicaid #' field.
  56. Select "Yes" in the 'Subscriber Assignment Of Benefits' field.
  57. Select "Yes" in the 'Subscriber Release Of Info' field.
  58. Select the "Financial Eligibility" section.
  59. Select "Guarantor A" in the 'Guarantor #1' field.
  60. Click [Submit].
  61. Access the 'CareFabric Monitor' form.
  62. Enter the current date in the 'From Date' and 'Through Date' fields.
  63. Select the new client admitted in the previous steps in the 'Client ID' field.
  64. Select "SendTelephonyPatient" in the 'Event/Action Search' field.
  65. Click [View Activity Log].
  66. Validate the 'CareFabric Monitor Report' contains a "SendTelephonyPatient" record.
  67. Click [Click To View Record].
  68. Validate the data filed in the previous steps is displayed.
  69. Close the report and the form.
Topics
• Admission • CarePOV Management • Diagnosis • Electronic Visit Verification • Financial Eligibility
AV-76871 Summary | Details
CarePOV Management - 'Electronic Visit Verification' section
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
  • CarePOV Management
  • Crystal Report Viewer
  • File Import
Scenario 1: CarePOV Management - 'Electronic Visit Verification' section
Specific Setup:
  • myAvatar must be configured for Electronic Visit Verification.
  • myAvatar must be configured to integrate with Celltrak and vice versa.
  • A New Product using EVV must be created in the 'CareFabric Integration Management' form and a 'User to send To-Dos' must be filed. In the 'Code Mappings' section of this form a "Note Type" mapping type must be created for EVV.
Steps
  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].
Scenario 2: EVV - File Import - 'CarePOV Management - Progress Notes Form Mapping' import
Specific Setup:
  • myAvatar must be configured for Electronic Visit Verification.
  • myAvatar must be configured to integrate with Celltrak and vice versa.
  • A New Product using EVV must be created in the 'CareFabric Integration Management' form and a 'User to send To-Dos' must be filed. In the 'Code Mappings' section of this form a "Note Type" mapping type must be created for EVV.
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to the program being used (Service Code A, Program A).
  • A comma delimited text document for 'CarePOV Management - Progress Notes Form Mapping' must be ready for import in the 'File Import' form. It must be in the following format: "Service Code", "Program", "Progress Notes Form". Please note: Service code & Progress Notes form are required, Program is not. (File A)
Steps
  1. Access the 'File Import' form.
  2. Select "[Avatar CareFabric] CarePOV Management - Progress Notes Form Mapping" in the 'File Type' field.
  3. Select "Upload New File" in the 'Action' field.
  4. Click [Process Action].
  5. Navigate to "File A" and select it.
  6. Select "Compile in the 'Action' field.
  7. Select "File A" in the 'File(s)' field.
  8. Click [Process Action].
  9. Validate a message is displayed stating: Compiled.
  10. Click [OK].
  11. Select "Print File" in the 'Action' field.
  12. Select "File A" in the 'File(s)' field.
  13. Click [Process Action].
  14. Validate the report contains the contents of "File A".
  15. Close the report.
  16. Select "Post File" in the 'Action' field.
  17. Select "File A" in the 'File(s)' field.
  18. Click [Process Action].
  19. Validate a message is displayed stating: Posted.
  20. Click [OK] and close the form.
  21. Access the 'CarePOV Management' form.
  22. Select the "Electronic Visit Verification" section.
  23. Validate the 'Progress Notes Form Mapping' grid contains the mappings imported in "File A".
  24. Close the form.
Topics
• CarePOV Management • Electronic Visit Verification
AV-77266 Summary | Details
Electronic Visit Verification - 'SendTelephonyResource' SDK action
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
  • CarePOV Management
  • Crystal Report Viewer
  • Practitioner Enrollment
Scenario 1: CarePOV Management - 'Electronic Visit Verification' section
Specific Setup:
  • myAvatar must be configured for Electronic Visit Verification.
  • myAvatar must be configured to integrate with Celltrak and vice versa.
  • A New Product using EVV must be created in the 'CareFabric Integration Management' form and a 'User to send To-Dos' must be filed. In the 'Code Mappings' section of this form a "Note Type" mapping type must be created for EVV.
Steps
  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].
Scenario 2: EVV - Validate the 'SendTelephonyResource' action
Specific Setup:
  • myAvatar must be configured for Electronic Visit Verification.
  • myAvatar must be configured to integrate with Celltrak and vice versa.
  • A practitioner must be defined (Practitioner A) and associated to a user (User A).
  • Practitioner A must have a social security number filed in the 'Practitioner Information (Confidential)' form.
  • User A must have an email filed in the 'Organization Email Address' field in the "Supplemental" section of the 'User Definition' form.
  • "Office" is selected in the 'Provider Address To Be Sent' field in the 'Electronic Visit Verification' section of the 'CarePOV Management' form.
  • The data element "Staff File" file - "(75) Discipline" data element must have multiple disciplines with the "EVV Discipline Abbreviation" extended dictionary defined. For example: the "Medical Doctor" discipline has the extended dictionary value of MD defined and the "Psychology" discipline has the extended dictionary value of PSYC defined.
  • "Yes" is selected in the following fields for the 'SendTelephonyResource' action: 'Keep Incoming Payload in the Log', 'Keep Outgoing Payload in the Log' and 'Show in the CareFabric Monitor Report' in the 'CareFabric Management' form. This must be done by a Netsmart Associate.
Steps
  1. Select "Practitioner A" and access the 'Practitioner Enrollment' form.
  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 Telephone (1)' field.
  5. Enter the desired value in the 'Home - Street' field.
  6. Enter the desired value in the 'Home - Zip Code' field.
  7. Enter the desired value in the 'Home Telephone' field.
  8. Enter the desired value in the 'Staff EVV ID' field.
  9. Enter the desired value in the 'Office Location ID' field.
  10. Select the "Categories/Taxonomy" section.
  11. Select the existing row for "Practitioner A" in the 'Category/Taxonomy' field.
  12. Enter yesterday's date in the 'End Date' field.
  13. Click [Add Practitioner Categories].
  14. Validate an "Information" message is displayed stating: Saved. Please note: the changes will take effect when you submit the form.
  15. Click [OK].
  16. Select "Create New" in the 'Category/Taxonomy' field.
  17. Enter the current date in the 'Effective Date' field.
  18. Select the desired value (ex. Medical Doctor) in the 'Practitioner Category' field.
  19. Select "Medical Doctor" and "Psychology" in the 'Discipline'. Please note: any disciplines can be selected that have the 'EVV Discipline Abbreviation' extended dictionary defined.
  20. Select desired value(s) in the 'Practitioner Categories For Coverage' field.
  21. Click [Add Practitioner Categories].
  22. Validate an "Information" message is displayed stating: Saved. Please note: The changes will take effect when you submit the form.
  23. Click [OK] and [Submit].
  24. Access the 'CareFabric Monitor' form.
  25. Enter the current date in the 'From Date' and 'Through Date' fields.
  26. Select "SendTelephonyResource" in the 'Events/Actions Search' field.
  27. Click [View Activity Log].
  28. Select "SendTelephonyResource" in the 'CareFabric Monitor Report'.
  29. Click [Click to View Record].
  30. Validate the 'addresses' - 'city' field contains the office city.
  31. Validate the 'addresses' - 'stateCode' field contains the office state.
  32. Validate the 'addresses' - 'street1' field contains the office street address.
  33. Validate the 'addresses' - 'typeCode' - 'code' field contains "O".
  34. Validate the 'addresses' - 'typeCode' - 'displayName' field contains "Office".
  35. Validate the 'addresses' - 'zipCode' field contains the office zip code.
  36. Validate the 'disciplines' field contains "MD","PSYC". Please note: this field will populate all of the values defined in the 'EVV Discipline Abbreviation' extended dictionary that are selected for the practitioner.
  37. Validate the 'locationIDs' field contains the 'Office Location ID'.
  38. Validate the 'ssn' field contains "Practitioner A's" social security number (ex. 987-65-1244).
  39. Validate the 'staffEmail' - 'address' field contains "Practitioner A's" email.
  40. Validate the 'staffEvvID' field contains the 'Staff EVV ID'.
  41. Close the report and the form.
Scenario 3: EVV - Validate the 'SendTelephonyResource' action payload is populated according to the value defined in the 'Provider Address To Be Sent' field
Specific Setup:
  • myAvatar must be configured for Electronic Visit Verification.
  • myAvatar must be configured to integrate with Celltrak and vice versa.
  • A practitioner must be defined (Practitioner A).
  • "Yes" is selected in the following fields for the 'SendTelephonyResource' action: 'Keep Incoming Payload in the Log', 'Keep Outgoing Payload in the Log' and 'Show in the CareFabric Monitor Report' in the 'CareFabric Management' form. This must be done by a Netsmart Associate.
Steps
  1. Access the 'CarePOV Managment' form.
  2. Select the "Electronic Visit Verification" section.
  3. Select "Office" in the 'Provider Address To Be Sent' field.
  4. Click [Submit].
  5. Access the 'Practitioner Enrollment' form for "Practitioner A".
  6. Enter the desired value in the 'Office Address - Street' field.
  7. Enter the desired value in the 'Office Address - Zip Code' field.
  8. Enter the desired value in the 'Office Telephone (1)' field.
  9. Enter the desired value in the 'Home - Street' field.
  10. Enter the desired value in the 'Home - Zip Code' field.
  11. Enter the desired value in the 'Home Telephone' field.
  12. Click [Submit].
  13. Access the 'CareFabric Monitor' form.
  14. Enter the current date in the 'From Date' and 'Through Date' fields.
  15. Select "SendTelephonyResource" in the 'Events/Actions Search' field.
  16. Click [View Activity Log].
  17. Select "SendTelephonyResource" in the 'CareFabric Monitor Report'.
  18. Click [Click to View Record].
  19. Validate the 'addresses' - 'city' field contains the office city.
  20. Validate the 'addresses' - 'stateCode' field contains the office state.
  21. Validate the 'addresses' - 'street1' field contains the office street address.
  22. Validate the 'addresses' - 'typeCode' - 'code' field contains "O".
  23. Validate the 'addresses' - 'typeCode' - 'displayName' field contains "Office".
  24. Validate the 'addresses' - 'zipCode' field contains the office zip code.
  25. Close the report and the form.
  26. Access the 'CarePOV Managment' form.
  27. Select the "Electronic Visit Verification" section.
  28. De-select "Office" in the 'Provider Address To Be Sent' field.
  29. Select "Home" in the 'Provider Address To Be Sent' field.
  30. Click [Submit].
  31. Access the 'Practitioner Enrollment' form for "Practitioner A".
  32. Click [Submit].
  33. Access the 'CareFabric Monitor' form.
  34. Enter the current date in the 'From Date' and 'Through Date' fields.
  35. Select "SendTelephonyResource" in the 'Events/Actions Search' field.
  36. Click [View Activity Log].
  37. Select "SendTelephonyResource" in the 'CareFabric Monitor Report'.
  38. Click [Click to View Record].
  39. Validate the 'addresses' - 'city' field contains the home city.
  40. Validate the 'addresses' - 'stateCode' field contains the home state.
  41. Validate the 'addresses' - 'street1' field contains the home street address.
  42. Validate the 'addresses' - 'typeCode' - 'code' field contains "H".
  43. Validate the 'addresses' - 'typeCode' - 'displayName' field contains "Home".
  44. Validate the 'addresses' - 'zipCode' field contains the home zip code.
  45. Close the report and the form.
Topics
• CarePOV Management • Electronic Visit Verification • Practitioner

 

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