Avatar CareFabric 2022 Update 5

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Product Update Form Description

The following issues are resolved for the Medical Note CarePOV: 1) the HPI Narrative may appear as "85@%Library.GlobalCharacterStream" in the Progress Note generated by Medical Note 2) Appointments that are marked as missed visit would show in the Today's Appointments and the Draft Notes list 3) Appointment duration can be updated to pass midnight.

Included Updates

None

Required Updates

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Details

NEW0 CHANGED0 FIXED3

Fixed (3)

AV-74746 Details \| User Acceptance Tests Medical Note Appointment List - Appointments marked as missed visit Ensure the appointments that are marked as missed visit would not show in the "Today's Appointments" and the "My Draft Notes" list in Medical Note. KB0068249 v0.01	Topics • Medical Note • Scheduling Calendar

AV-76442 Details \| User Acceptance Tests Medical Note - Appointment duration to pass midnight Ensure the appointment duration cannot be updated to pass midnight when populating the "Service Duration" field with a duration that will cause the appointment to go over midnight.	Topics • Add New Appointment • CPT • Medical Note • Scheduling Calendar

AV-76605 Details \| User Acceptance Tests Medical Note - HPI narrative Ensure the HPI narrative displays with the input characters in "History of Present Illness" in Note Summary and when switching context. KB0068283 v0.01	Topics • History of Present Illness • Medical Note • Note Summary • Progress Notes

Acceptance Tests

AV-74746 Summary \| Details Medical Note Appointment List - Appointments marked as missed visit Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: My Draft Notes Scheduling Calendar Scheduling Calendar - Status Update Today's E&M Appointments Scenario 1: Validate the Individual appointment list in MedNote when updating the appointment status for an E&M appointment to a missed visit Specific Setup: User with Provider login credentials MedNote provider has a client with individual E&M appointment scheduled in 'Scheduling Calendar' form User with existing individual service code setup for Medical Note Steps Access the 'Scheduling Calendar' form. Verify the existence of the E&M appointment scheduled for the admitted practitioner. Right-Click on the existing appointment and select "Status Update". Validate the 'Scheduling Calendar - Status Update' form is displayed. Select "Yes" in the 'Missed Visit' checkbox field. Select any service code in the 'Missed Visit Service Code' dropdown field. Click [Submit]. Validate the appointment updated successfully. Navigate to the MedNote widget. Verify the existence of the "Today's E&M Appointments/Notes". Validate that the scheduled E&M appointment that are marked as missed visit aren't displayed in "Today's E&M Appointments/Notes". Click the "My Draft Notes". Validate that the scheduled E&M appointment that are marked as missed visit aren't displayed in "My Draft Notes".	Topics • Medical Note • Scheduling Calendar
AV-76442 Summary \| Details Medical Note - Appointment duration to pass midnight Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Finalize.CPT Selection Note Details Scheduling Calendar Medical Note Patient Search Today's E&M Appointments Scenario 1: Medical Note - Service end time passes midnight - Validate the "Staff Member" list in 'Scheduling Calendar' when a user has access to other staff members calendars Specific Setup: User with existing Provider login credentials User has a staff member associated to the user in the 'User Definition' form User has "Yes" selected in the 'Allow practitioner to see other practitioner calendars' field in the 'User Definition' form A staff member must have hours defined in the 'Staff Members Hours and Exceptions' form User with existing client admitted to existing episode in Medical Note Client has an existing E&M appointment scheduled in 'Scheduling Calendar' form User with an existing service code setup that requires a CPT recommendation in Medical Note Steps Access the 'Scheduling Calendar' form. Verify the 'Appointment Grid' table is displayed. Validate the 'Staff Members' field contains both the staff member associated to the logged in user and all other staff members. Click [Dismiss]. Navigate to the Medical Note widget. Verify the existence of the "Today's E&M Appointments/Notes". Validate that the scheduled E&M appointment is displayed in "Today's E&M Appointments/Notes". Start the scheduled appointments and verify the existence of the "Facesheet" tab. Click the "Document" tab and fill out the mandatory fields on the "Document" tab. Click the "Finalize" tab and verify the existence of the "CPT Selection" field. In "CPT Selection" field, populate the "Face-to-Face Time with Patient" with a duration that will cause the appointment to go over midnight. Validate that error messages "Appointment cannot extend past midnight. Please change the start time or service duration" is displayed in the header. Validate that "Service Duration" field will not be updated when populating the "Face-to-Face Time with Patient" with a duration that will cause the appointment to go over midnight. Access the 'Scheduling Calendar' form. Verify the 'Appointment Grid' table is displayed. In the side panel, select any date or practitioner. Validate both the staff member associated to the logged in user and all other staff members are remained displayed in the 'Staff Members' field. Click [Dismiss]. Scenario 2: Scheduled Appointment - Prevent end time from being saved pass the midnight Specific Setup: User with Provider login credentials User with existing client admitted to existing episode in Medical Note Client has an existing E&M appointment scheduled in 'Scheduling Calendar' form User with an existing service code setup that requires a CPT recommendation in Medical Note Steps Log into Avatar with a Provider login credentials. Select "Medical Note" widget. Verify the existence of the "Today's E&M Appointments/Notes". Validate that the scheduled E&M appointment is displayed in "Today's E&M Appointments/Notes". Start the scheduled appointment. Verify the existence of the "Note Details". Populate the "Service Duration" with a duration that will cause the appointment to go over midnight. Complete the required fields in "Note Details". Click [Save]. Validate that error messages "Appointment cannot extend past midnight. Please change the start time or service duration" is displayed in the header. Dismiss the error by clicking the [X]. Populate the "Service Duration" with a duration that will not cause the appointment to go over midnight. Click [Save]. Verify no error appears. Verify the existence of the "Facesheet" tab. Scenario 3: Add Note - Prevent end time from being saved pass the midnight Specific Setup: User with existing Provider login credentials User with existing client admitted to existing episode in Medical Note User with an existing service code setup that requires a CPT recommendation in Medical Note Steps Log into Avatar with a Provider login credentials. Select any Client and select Medical Note widget. Verify the existence of the "Facesheet" tab. Click [Add Note]. Verify the existence of the "Note Details". Populate the "Service Duration" with a duration that will cause the appointment to go over midnight. Complete the required fields in "Note Details". Click [Save]. Validate that error messages "Appointment cannot extend past midnight. Please change the start time or service duration" is displayed in the header. Dismiss the error by clicking the [X]. Populate the "Service Duration" with a duration that will not cause the appointment to go over midnight. Click [Save]. Verify no error appears. Verify the existence of the "Facesheet" tab.	Topics • Add New Appointment • CPT • Medical Note • Scheduling Calendar
AV-76605 Summary \| Details Medical Note - HPI narrative Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Document.HPI E&M Appointments Finalize.Note Summary Note Details Scenario 1: Validate the saved notes match to the text inputs in "HPI" section of MedNote Specific Setup: User with Psychiatric Provider login credentials User with an existing client admitted to Medical Note User has at least 2 client "Client A" and "Client B" Steps Log into Avatar with a "Psychiatric Care" login. Select "Client A" and select Medical Note widget. Click on “Document” tab. Click on “HPI” menu. Click into “History of Present Illness” field. Populate the form with at least 32000 characters. Click [Save Draft]. Validate the saved notes match to the input characters. Switching to a different "Client B" and verify the existence of the "Facesheet" tab for "Client B". Switching back to the "Client A" and verify the existence of the "Facesheet" tab for "Client A". Click [Select Note] and select the existing Progress Note for "Client A". Verify the existence of the "Facesheet" tab for "Client A". Click the "Document" tab and Click “HPI” menu. Click into “History of Present Illness” field. Validate the saved notes match to the input characters. Click the "Finalize" tab and click [Generate Note] in "Note Summary". Validate the populated text file is displayed with the input characters in "History of Present Illness" in Note Summary.	Topics • History of Present Illness • Medical Note • Note Summary • Progress Notes