Avatar CareFabric 2022 Update 42

Product Requirements / Recommendations

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Recommended Update Level

Avatar CareFabric 2022 Update 32
RADplus 2022 Update 62

Additional Requirements

RADplus 2022 Update 62

Product Update Form Description

An issue is resolved where the progress note saved by Bells Notes cannot be signed in the 'Sign' tab of the My To-Do's widget.

Included Updates

7, 11, 13, 17, 18, 21, 32

Required Updates

Avatar CareFabric 2022 Update 32

Details

NEW0 CHANGED0 FIXED1

Fixed (1)

AV-80344 Details \| User Acceptance Tests Bells Notes Integration - Progress Notes Ensure the ability to sign off on progress notes saved by Bells Notes in the "Sign" section of the 'My To Do's' widget.	Topics • CareFabric • Progress Notes

Acceptance Tests

AV-80344 Summary | Details

Bells Notes Integration - Progress Notes

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

Scenario 1: Bells Notes Integration - Accept a note via the "Sign" section of the 'My To Do's' widget

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.
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

Log into Bells Notes with existing login credentials for "User A".
Search for "Client A".
Click [Start Note] and verify the existence of the 'Session Information' window.
Fill out all required fields and select the desired note type.
Verify the existence of "Client A" in the client header when note is started.
Fill out all required fields.
Click [Sign Note].
Validate the Sign Note' dialog is displayed.
Enter the pin for "User A" in the 'Pin' field and click [Sign].
Validate a message is displayed stating: Note Signed Successfully.
Log into myAvatar as "User A".
Navigate to the "My To Do's" widget.
Select the "Sign" section.
Validate the 'Search Documents' field contains the progress note document sent via Bells Notes for "Client A".
Validate the 'Document' field contains the progress note data.
Click [Accept].
Validate the 'Search Documents' field no longer contains the progress note document for "Client A".
Validate the 'Accepted Documents' field contains the accepted progress note document for "Client A".
Click [Sign All].
Enter the password for "User A" in the 'Verify Password' dialog and click [OK].
Validate the 'Accepted Documents' field no longer contains the progress note document for "Client A".

Scenario 2: Bells Notes Integration - Accept a note via the "All" section of the 'My To Do's' widget

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.
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

Log into Bells Notes with existing login credentials for "User A".
Search for "Client A".
Click [Start Note] and verify the existence of the 'Session Information' window.
Fill out all required fields and select the desired note type.
Verify the existence of "Client A" in the client header when note is started.
Fill out all required fields.
Click [Sign Note].
Validate the Sign Note' dialog is displayed.
Enter the pin for "User A" in the 'Pin' field and click [Sign].
Validate a message is displayed stating: Note Signed Successfully.
Log into myAvatar as "User A".
Navigate to the "My To Do's" widget.
Select the "All" section.
Validate a To-Do is displayed for the progress note sent via Bells Notes for "Client A".
Click [Approve Document].
Validate the progress note data is displayed.
Click [Accept].
Enter the password for "User A" in the 'Verify Password' field and click [OK].
Validate the To-Do is no longer displayed.

Topics

• CareFabric • Progress Notes