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Avatar CareFabric 2022 Update 41

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Product Requirements / Recommendations

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Product Update Form Description

Avatar CareFabric is enhanced to support Bells Notes integration.

Included Updates

None

Required Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Bells Notes Integration - 'Site Specific Section Modeling' in Progress Notes
Avatar CareFabric is enhanced to support saving progress notes sent via Bells Notes that have 'Site Specific Section Modeling' fields included.
Value Added: Support for Bells Notes integration
Topics
• Progress Notes
 
Acceptance Tests
AV-80382 Summary | Details
Bells Notes Integration - 'Site Specific Section Modeling' in Progress Notes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • TO DO'S
Scenario 1: Bells Notes Integration - validate 'Site Specific Section Modeling' in progress notes when document routing is enabled
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • 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. (Form A)
  • "Form A" must have document routing enabled and fields added via 'Site Specific Section Modeling'. The same fields must exist in Bells Notes.
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' widget on the HomeView
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Log into Bells Notes with existing login credentials for "User A".
  2. Search for "Client A".
  3. Click [Start Note] and verify the existence of the 'Session Information' window.
  4. Fill out all required fields and select the desired note type.
  5. Verify the existence of "Client A" in the client header when note is started.
  6. Fill out all required fields including fields added via 'Site Specific Section Modeling'.
  7. Click [Sign Note].
  8. Validate the Sign Note' dialog is displayed.
  9. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  10. Validate a message is displayed stating: Note Signed Successfully.
  11. Log into myAvatar as "User A".
  12. Navigate to the "My To Do's" widget.
  13. Validate a To-Do is displayed for the progress note sent via Bells Notes for "Client A".
  14. Click [Approve Document].
  15. Validate the progress note data is displayed, including the 'Site Specific Section Modeling' fields.
  16. Click [Accept].
  17. Enter the password for "User A" in the 'Verify Password' field and click [OK].
  18. Validate the To-Do is no longer displayed.
Scenario 2: Bells Notes Integration - validate 'Site Specific Section Modeling' in 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 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. (Form A)
  • "Form A" does not have document routing enabled and has fields added via 'Site Specific Section Modeling'. The same fields must exist in Bells Notes.
  • "Form A" must be accessible via the Chart View.
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner
  • Access to the 'My To Do's' widget.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Log into Bells Notes with existing login credentials for "User A".
  2. Search for "Client A".
  3. Click [Start Note] and verify the existence of the 'Session Information' window.
  4. Fill out all required fields and select the desired note type.
  5. Verify the existence of "Client A" in the client header when note is started.
  6. Fill out all required fields including fields added via 'Site Specific Section Modeling'.
  7. Click [Sign Note].
  8. Validate the Sign Note' dialog is displayed.
  9. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  10. Validate a message is displayed stating: Note Signed Successfully.
  11. Log into myAvatar as "User A".
  12. Navigate to the "My To Do's" widget.
  13. Validate a To-Do is not displayed for the progress note sent via Bells Notes for "Client A" since document routing is not enabled.
  14. Navigate to the 'My Clients' widget.
  15. Double click on "Client A" to access the Chart View.
  16. Select "Form A" from the left-hand side,
  17. Validate the progress note sent via Bells Notes is displayed and contains the progress note data filed including the 'Site Specific Section Modeling' fields.
  18. Click [Close Chart].
Topics
• Progress Notes

 

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