Avatar CareFabric 2022 Update 32

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Product Requirements / Recommendations

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

Recommended Update Level

RADplus 2022 Update 46

Additional Requirements

Please contact your Netsmart Representative to make use of this functionality.

Product Update Form Description

Avatar CareFabric is enhanced to support Bells Notes integration.

Included Updates

7, 11, 13, 17, 18, 21

Required Updates

None

Details

NEW2 CHANGED0 FIXED0

New (2)

AV-78678 Details \| User Acceptance Tests Support for Bells Notes Integration Document routing functionality is enhanced to support Bells Notes Integration Value Added: Support for Bells Notes Integration	Topics • CareFabric • Progress Notes

AV-79155 Details \| User Acceptance Tests 'CarePOV Management' - Support for Bells Notes Integration The 'CarePOV Management' form is updated to support Bells Notes Integration. Value Added: Support for Bells Notes Integration	Topics • CareFabric • CarePOV Management • Medical Note • Progress Notes

Acceptance Tests

AV-78678 Summary | Details

Support for Bells Notes Integration

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Document Routing Setup (PM)
HomeView - My To Do's widget
Bells.ai
Scheduling Calendar
Progress Note Console Widget

Scenario 1: Bells Notes Integration - Validate document routing for progress notes when a supervisor is not required.

Specific Setup:

myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
A user is defined [UserA] with the following:
Access to Bells Notes with an existing client admitted (Client A)
Associated practitioner enrolled in Medical Note (Practitioner A)
Access to the 'My To Do's' widget on the HomeView
Must be logged in as this user
Document Routing is enabled for the 'Additional Progress Note Information (CWS21015)' form in 'Document Routing Setup'. A supervisor is NOT required.
A Progress Notes form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate.

Steps

Access the 'Scheduling Calendar' form.
Right click in the 'Appointment Grid' and click [Add Appointment].
Enter the desired service code in the 'Service Code' field.
Enter "Client A" in the 'Client' field.
Select the desired value in the 'Episode Number' field.
Validate the 'Practitioner' field is populated with "Practitioner A"
Fill out all required fields.
Click [Submit].
Validate successful submission.
Validate the scheduled appointment is added to the 'Scheduling Calendar' form.
Log into Bells Notes with existing login credentials.
Click the "Agenda" section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar.
Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes.
Validate [Start Note] is displayed for the scheduled appointment on the right side of the Bells Notes.
Click [Start Note] and verify the existence of the "Session Information" window.
Fill out all required fields and select the desired note type.
Validate user is able to start a note successfully.
Verify the existence of "Client A" in the client header when note is started.
Fill out all required fields and click [Sign Note].
Validate the "Sign Note" window pops up.
Enter the desired value in the 'Pin' field and click [Sign].
Validate the warning messages "Note Signed Successfully" is displayed when note is signed off successfully.
Validate the user is navigated to the "Agenda" page.
Select the scheduled appointment and validate the appointment status is displayed as "Signed".
Log into myAvatar as [UserA].
Navigate to the "My To Do's" widget.
Locate the To Do just routed and click [Approve Document].
Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Practitioner A" as Author.
Click [Accept].
Enter the password for "User A" in the 'Verify Password' dialog and click [OK].
Validate the To-Do is no longer displayed.

Scenario 2: Bells Notes Integration - Validate document routing for progress notes when a supervisor is required.

Specific Setup:

myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
A user is defined [UserA] with the following:
Access to Bells Notes with an existing client admitted (Client A)
Associated practitioner enrolled in Medical Note (Practitioner A)
Access to the 'My To Do's' widget on the HomeView
Must be logged in as this user
A user is defined [UserB] with the following:
Associated practitioner enrolled in Medical Note (Practitioner B)
Access to the 'My To Do's' widget on the HomeView
Document Routing is enabled for the 'Additional Progress Note Information (CWS21015)' form in 'Document Routing Setup'. A supervisor is required.
A Progress Notes form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate.

Steps

Access the 'Scheduling Calendar' form.
Right click in the 'Appointment Grid' and click [Add Appointment].
Enter the desired service code in the 'Service Code' field.
Enter "Client A" in the 'Client' field.
Select the desired value in the 'Episode Number' field.
Validate the 'Practitioner' field is populated with "Practitioner A"
Fill out all required fields.
Click [Submit].
Validate successful submission.
Validate the scheduled appointment is added to the 'Scheduling Calendar' form.
Log into Bells Notes with existing login credentials.
Click the "Agenda" section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar.
Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes.
Validate [Start Note] is displayed for the scheduled appointment on the right side of the Bells Notes.
Click [Start Note] and verify the existence of the "Session Information" window.
Fill out all required fields and select the desired note type.
Validate user is able to start a note successfully.
Verify the existence of "Client A" in the client header when note is started.
Fill out all required fields and click [Sign Note].
Validate the "Sign Note" window pops up.
Enter the desired value in the 'Pin' field and click [Sign].
Validate the warning messages "Note Signed Successfully" is displayed when note is signed off successfully.
Validate the user is navigated to the "Agenda" page.
Select the scheduled appointment and validate the appointment status is displayed as "Signed".
Log into myAvatar as [UserB].
Navigate to the "My To Do's" widget.
Locate the To Do just routed and click [Approve Document].
Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Practitioner A" as Author and "Practitioner B" as Supervisor.
Click [Accept].
Enter the password for [UserB] in the 'Verify Password' dialog and click [OK].
Validate the To-Do is no longer displayed.

Scenario 3: Bell Notes Integration - Validate progress notes when Document Routing is disabled

Specific Setup:

myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
A user is defined [UserA] with the following:
Access to Bells Notes with an existing client admitted (Client A)
Associated practitioner enrolled in Medical Note
Must be logged in as this user
"Progress Notes" widget configured into myAvatar
Document Routing is disabled for the 'Additional Progress Note Information (CWS21015)' form in 'Document Routing Setup'.
A Progress Notes form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate.

Steps

Access the 'Scheduling Calendar' form.
Right click in the 'Appointment Grid' and click [Add Appointment].
Enter the desired service code in the 'Service Code' field.
Enter "Client A" in the 'Client' field.
Select the desired value in the 'Episode Number' field.
Fill out all required fields.
Click [Submit].
Validate successful submission.
Validate the scheduled appointment is added to the 'Scheduling Calendar' form.
Log into Bells Notes with existing login credentials.
Click the "Agenda" section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar.
Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes.
Validate [Start Note] is displayed for the scheduled appointment on the right side of the Bells Notes.
Click [Start Note] and verify the existence of the "Session Information" window.
Fill out all required fields and select the desired note type.
Validate user is able to start a note successfully.
Verify the existence of "Client A" in the client header when note is started.
Fill out all required fields and click [Sign Note].
Validate the "Sign Note" window pops up.
Enter the desired value in the 'Pin' field and click [Sign].
Validate the warning messages "Note Signed Successfully" is displayed when note is signed off successfully.
Validate the user is navigated to the "Agenda" page.
Select the scheduled appointment and validate the appointment status is displayed as "Signed".
Log into myAvatar as [UserA].
Select "Client A" and select "Progress Notes" widget.
Verify the Progress Note status is final on the signed off appointment with document routing disabled.

Topics

• CareFabric • Progress Notes

AV-79155 Summary | Details

'CarePOV Management' - Support for Bells Notes Integration

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Avatar Login. Switch System Code
Bells Notes
CarePOV Management

Scenario 1: 'CarePOV Management' form - 'Bells Notes' section

Steps

Internal Testing Only

Topics

• CareFabric • CarePOV Management • Medical Note • Progress Notes