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Avatar CareFabric 2022 Update 21

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Product Requirements / Recommendations

Avatar CareFabric required
Avatar PM required
RADplus required
Avatar Cal-PM

Recommended Update Level

Avatar Cal-PM 2022 Update 16

Additional Requirements

Avatar Cal-PM 2022 Update 16

Product Update Form Description

The form 'Delete ProviderConnect Enterprise Client Mapping' is introduced.

Included Updates

17

Required Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
ProviderConnect Enterprise - 'Delete ProviderConnect Enterprise Client Mapping' form
The 'Delete ProviderConnect Enterprise Client Mapping' form is introduced. This form will allow the contracting provider to delete a client mapping to a managing organization.
Value Added: The ability to delete ProviderConnect Enterprise client mappings
Topics
• Admission • ProviderConnect Enterprise
 
Acceptance Tests
AV-78829 Summary | Details
ProviderConnect Enterprise - 'Delete ProviderConnect Enterprise Client Mapping' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • ProviderConnect Enterprise Action Log
  • Delete ProviderConnect Enterprise Client Mapping
Scenario 1: Admission - "ProviderConnect Enterprise" section
Specific Setup:
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be configured for a valid managing organization.
  • A client must exist in the configured managing organization's system.
  • A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).
Steps
  1. Access the 'Admission' form.
  2. Verify the 'Select Client' dialog is displayed.
  3. Enter the last name of the client that exists in the managing organization's system in the 'Last Name' field.
  4. Enter the first name of the client that exists in the managing organization's system in the 'First Name' field.
  5. Enter the sex of the client that exists in the managing organization's system in the 'Sex' field.
  6. Click [Search].
  7. Validate a "Search Results" message is displayed stating: No matches found.
  8. Click [OK] and [New Client].
  9. Validate a "Client" message is displayed stating: Auto Assign Next ID Number?
  10. Click [Yes].
  11. Enter the desired date in the 'Preadmit/Admission Date' field.
  12. Enter the desired time in the 'Preadmit/Admission Time' field.
  13. Select any program that is selected in the 'Associated Admission Programs' field in the 'Managing Organization Definition' form in the 'Program' field.
  14. Select the desired value in the 'Type Of Admission' field.
  15. Select "Practitioner A" in the 'Admitting Practitioner' field.
  16. Select the "ProviderConnect Enterprise Identifiers" section.
  17. Click [Add New Item].
  18. Select the defined managing organization in the 'External Organization' field.
  19. Click [Search].
  20. Select the matching client record in the 'Select Matching Client Record' dialog.
  21. Click [OK].
  22. Validate the 'External ID' field is disabled contains the client ID for the client in the managing organization's system.
  23. Click [Update Demographics].
  24. Validate an "Information" message is displayed stating: Client Demographics Information Updated.
  25. Click [OK].
  26. Select the "Demographics" section.
  27. Validate demographic fields have been updated to match the managing organization's record.
  28. Click [Submit].
  29. Select the client admitted in the previous steps and access the 'Admission' form.
  30. Select the "ProviderConnect Enterprise Identifiers" section.
  31. Select the mapping filed in the previous steps and click [Edit Selected Item].
  32. Validate the 'External Organization' field is disabled.
  33. Validate the 'External ID' field is disabled.
  34. Validate the 'Search' button is disabled.
  35. Click [Delete Selected Item].
  36. Validate an "Error" message is displayed stating: This mapping has already been created and cannot be deleted here. Please use the 'Delete ProviderConnect Enterprise Client Mapping' form to remove existing mappings.
  37. Click [OK] and close the form.
  38. Access Crystal Reports or other SQL Reporting Tool.
  39. Select the PM namespace.
  40. Create a report using the 'SYSTEM.pce_client_mapping' table.
  41. Validate a row is displayed for the client mapping created in the previous steps.
  42. Validate the 'ID' field contains a unique identifier (ex. 1||3||1).
  43. Validate the 'FACILITY' field contains the facility (ex. 1).
  44. Validate the 'external_PATID' field contains the ID of the client in the managing organization (ex. 16).
  45. Validate the 'local_PATID' field contains the ID of the client (ex. 3).
  46. Validate the 'managing_organization_ID' field contains the ID of the managing organization the client is mapped to (ex. 1).
  47. Close the report.
Scenario 2: Delete ProviderConnect Enterprise Client Mapping - Delete a client mapping
Specific Setup:
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be configured for valid managing organizations.
  • A client must exist in the configured managing organization's system.
  • A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).
Steps
  1. Access the 'Admission' form.
  2. Verify the 'Select Client' dialog is displayed.
  3. Enter the last name of the client that exists in the managing organization's system in the 'Last Name' field.
  4. Enter the first name of the client that exists in the managing organization's system in the 'First Name' field.
  5. Enter the sex of the client that exists in the managing organization's system in the 'Sex' field.
  6. Click [Search].
  7. Validate a "Search Results" message is displayed stating: No matches found.
  8. Click [OK] and [New Client].
  9. Validate a "Client" message is displayed stating: Auto Assign Next ID Number?
  10. Click [Yes].
  11. Enter the desired date in the 'Preadmit/Admission Date' field.
  12. Enter the desired time in the 'Preadmit/Admission Time' field.
  13. Select any program that is selected in the 'Associated Admission Programs' field in the 'Managing Organization Definition' form in the 'Program' field.
  14. Select the desired value in the 'Type Of Admission' field.
  15. Select "Practitioner A" in the 'Admitting Practitioner' field.
  16. Select the "ProviderConnect Enterprise Identifiers" section.
  17. Click [Add New Item].
  18. Select the defined managing organization in the 'External Organization' field.
  19. Click [Search].
  20. Select the matching client record in the 'Select Matching Client Record' dialog.
  21. Click [OK].
  22. Validate the 'External ID' field is disabled contains the client ID for the client in the managing organization's system.
  23. Click [Update Demographics].
  24. Validate an "Information" message is displayed stating: Client Demographics Information Updated.
  25. Click [OK].
  26. Select the "Demographics" section.
  27. Validate demographic fields have been updated to match the managing organization's record.
  28. Click [Submit].
  29. Access Crystal Reports or other SQL Reporting Tool.
  30. Create a report using the 'SYSTEM.pce_client_mapping' table.
  31. Validate a row is displayed for the client mapping created in the previous steps.
  32. Validate the 'ID' field contains a unique identifier (ex. 1||3||1).
  33. Validate the 'FACILITY' field contains the facility (ex. 1).
  34. Validate the 'external_PATID' field contains the ID of the client in the managing organization (ex. 16).
  35. Validate the 'local_PATID' field contains the ID of the client (ex. 3).
  36. Validate the 'managing_organization_ID' field contains the ID of the managing organization the client is mapped to (ex. 1).
  37. Access the 'Delete ProviderConnect Enterprise Client Mapping' form.
  38. Select the client admitted in the previous steps in the 'Client' field.
  39. Select a managing organization that the client is not mapped to in the 'Managing Organization' field.
  40. Validate a message is displayed stating: No external mapping exists.
  41. Click [OK].
  42. Select the managing organization that the client is mapped to in the 'Managing Organization' field.
  43. Validate the 'External ID' field is disabled and contains the client's external ID.
  44. Click [Delete Mapping].
  45. Validate a message is displayed stating: Are you sure you wish to continue? Deleting this mapping cannot be undone. Re-mapping this client at a later time will send new data records to the appropriate managing organization, which may result in duplicate episodes and records if that organization has not cleared its records.
  46. Click [OK].
  47. Validate the 'External ID' field no longer contains a value.
  48. Close the form.
  49. Select the client admitted in the previous steps and access the 'Admission' form.
  50. Select the "ProviderConnect Enterprise Identifiers" section.
  51. Validate the 'ProviderConnect Enterprise Client Mapping' grid no longer contains the client mapping.
  52. Close the form.
  53. Access Crystal Reports or other SQL Reporting Tool.
  54. Refresh the report using the 'SYSTEM.pce_client_mapping' table.
  55. Validate the row for the client mapping is no longer displayed.
  56. Close the report.
Topics
• Admission • ProviderConnect Enterprise

 

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