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Avatar CareFabric 2022 Update 59

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Product Requirements / Recommendations

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Recommended Update Level

Avatar CareFabric 2021 Update 18

Product Update Form Description

The following issues have been resolved: 1) ProviderConnect Enterprise may attempt to sync an incorrect episode after admitting a new client. 2) When updating demographics through ProviderConnect Enterprise, some dictionaries mappings are ignored. 3) The discharge process for ProviderConnect Enterprise may send discharge data for an episode other than the latest discharge mapped to an external episode.

Included Updates

None

Required Updates

None

Details
NEW0 CHANGED0 FIXED3
Fixed (3)
ProviderConnect Enterprise - Client Admission
Ensure data is filed to the correct episode after admitting a new client via ProviderConnect Enterprise.
Topics
• Admission • ProviderConnect Enterprise
 
ProviderConnect Enterprise - Dictionary Mappings
Ensure dictionary mappings are taken into account when updating client demographics via ProviderConnect Enterprise.
Topics
• Admission • Managing Organization Dictionary Mapping • ProviderConnect Enterprise
 
ProviderConnect Enterprise - Client Discharge
Ensure the correct discharge data is filed when discharging a client via ProviderConnect Enterprise.
Topics
• Discharge • ProviderConnect Enterprise
 
Acceptance Tests
AV-77501 Summary | Details
ProviderConnect Enterprise - Client Admission
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • ProviderConnect Enterprise Action Log
Scenario 1: ProviderConnect Enterprise- Validate the 'PutProgramAdmission' action
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 with the following on file: 'Date of Birth', 'Social Security Number', 'Client Race', 'Employment Status', and 'Education' (Client A).
  • Must have mappings defined for the 'Client Race', 'Education', and 'Employment Status' dictionaries in the 'Managing Organization Dictionary Mapping' form.
  • 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. Enter "Client A's" date of birth in the 'Date Of Birth' field.
  15. Select the desired value in the 'Type Of Admission' field.
  16. Select desired value in the 'Source Of Admission' field.
  17. Enter "Practitioner A" in the 'Admitting Practitioner' field.
  18. Select the "ProviderConnect Enterprise Identifiers" section.
  19. Click [Add New Item].
  20. Select the defined managing organization in the 'External Organization' field.
  21. Click [Search].
  22. Select the matching client record in the 'Select Matching Client Record' dialog.
  23. Click [OK].
  24. Validate the 'External ID' field contains the client ID for the client in the managing organization's system.
  25. Click [Update Demographics].
  26. Validate an "Information" message is displayed stating: Client Demographics Information Updated.
  27. Click [OK].
  28. Select the "Demographics" section.
  29. Validate demographic fields have been updated to match the managing organizations record.
  30. Validate the 'Client Race' field contains the mapped dictionary value from the 'Managing Organization Dictionary Mapping' form.
  31. Validate the 'Education' field contains the mapped dictionary value from the 'Managing Organization Dictionary Mapping' form.
  32. Validate the 'Employment Status' field contains the mapped dictionary value from the 'Managing Organization Dictionary Mapping' form.
  33. Click [Submit].
  34. Access the 'ProviderConnect Enterprise Action Log'.
  35. Enter the desired date in the 'From Date' and 'Through Date' fields.
  36. Enter the desired time in the 'From Time' and 'Through Time' fields.
  37. Select the desired organization in the 'Managing Organization' field.
  38. Select "PutProgramAdmission" in the 'Action Name' field.
  39. Click [View Action Log].
  40. Verify the 'ProviderConnect Enterprise Action Log' Report is displayed.
  41. Validate the 'ProviderConnect Enterprise Action Log' Report contains a row for the 'PutProgramAdmission' action that was triggered from the 'Admission' form with a result of "Success".
  42. Close the report and the form.
Scenario 2: ProviderConnect Enterprise- Validate the 'PutClient' action
Specific Setup:
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be defined for a valid managing organization.
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).
Steps
  1. Select "Client A" and access the 'Update Client Data' form.
  2. Update any desired fields.
  3. Click [Submit].
  4. Access the 'ProviderConnect Enterprise Action Log'.
  5. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  6. Enter the desired times in the 'From Time' and 'Through Time' fields.
  7. Select the desired organization in the 'Managing Organization' field.
  8. Select "PutClient" in the 'Action Name' field.
  9. Click [View Action Log].
  10. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  11. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutClient' action that was triggered from the 'Update Client Data' form with a "Success" result.
  12. Close the report and the form.
Topics
• Admission • ProviderConnect Enterprise
AV-77549 Summary | Details
ProviderConnect Enterprise - Dictionary Mappings
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Managing Organization Dictionary Mapping
Scenario 1: Managing Organization Dictionary Mapping - File Mapping
Specific Setup:
  • Must have a valid managing organization configured in the 'Managing Organization Definition' form.
Steps
  1. Access the 'Managing Organization Dictionary Mapping' form.
  2. Select the desired organization in the 'Managing Organization' field.
  3. Select the desired value in the 'Application' field.
  4. Select the desired value in the 'Dictionary File' field.
  5. Enter the desired value in the 'Data Element' field.
  6. Select the desired value in the 'Dictionary Entry' field.
  7. Enter the desired value in the 'External Code' field.
  8. Enter the desired value in the 'External Value' field.
  9. Select "No" in the 'Clear Value When Sending' field.
  10. Click [File Mapping].
  11. Validate an "Information" message is displayed stating: Mapping filed.
  12. Click [OK] and close the form.
  13. Access Crystal Reports or other SQL Reporting tool.
  14. Select the PM namespace.
  15. Create a report using the 'SYSTEM.pce_dictionary_mapping' table.
  16. Validate a row is displayed for the dictionary mapping filed in the previous steps.
  17. Validate the 'ID' field contains the ID of the defined mapping.
  18. Validate the 'FACILITY' field contains the facility.
  19. Validate the 'application' field contains the application.
  20. Validate the 'clear_before_sending' field contains "0".
  21. Validate the 'dictionary_code' field contains the dictionary code selected.
  22. Validate the 'dictionary_element' field contains the dictionary element selected.
  23. Validate the 'entity' field contains the entity.
  24. Validate the 'external_code' field contains the external code entered in the previous steps.
  25. Validate the 'external_value' field contains the external value entered in the previous steps.
  26. Validate the 'managing_organization_id' field contains the ID of the managing organization selected.
  27. Close the report.
Scenario 2: ProviderConnect Enterprise- Validate the 'PutProgramAdmission' action
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 with the following on file: 'Date of Birth', 'Social Security Number', 'Client Race', 'Employment Status', and 'Education' (Client A).
  • Must have mappings defined for the 'Client Race', 'Education', and 'Employment Status' dictionaries in the 'Managing Organization Dictionary Mapping' form.
  • 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. Enter "Client A's" date of birth in the 'Date Of Birth' field.
  15. Select the desired value in the 'Type Of Admission' field.
  16. Select desired value in the 'Source Of Admission' field.
  17. Enter "Practitioner A" in the 'Admitting Practitioner' field.
  18. Select the "ProviderConnect Enterprise Identifiers" section.
  19. Click [Add New Item].
  20. Select the defined managing organization in the 'External Organization' field.
  21. Click [Search].
  22. Select the matching client record in the 'Select Matching Client Record' dialog.
  23. Click [OK].
  24. Validate the 'External ID' field contains the client ID for the client in the managing organization's system.
  25. Click [Update Demographics].
  26. Validate an "Information" message is displayed stating: Client Demographics Information Updated.
  27. Click [OK].
  28. Select the "Demographics" section.
  29. Validate demographic fields have been updated to match the managing organizations record.
  30. Validate the 'Client Race' field contains the mapped dictionary value from the 'Managing Organization Dictionary Mapping' form.
  31. Validate the 'Education' field contains the mapped dictionary value from the 'Managing Organization Dictionary Mapping' form.
  32. Validate the 'Employment Status' field contains the mapped dictionary value from the 'Managing Organization Dictionary Mapping' form.
  33. Click [Submit].
  34. Access the 'ProviderConnect Enterprise Action Log'.
  35. Enter the desired date in the 'From Date' and 'Through Date' fields.
  36. Enter the desired time in the 'From Time' and 'Through Time' fields.
  37. Select the desired organization in the 'Managing Organization' field.
  38. Select "PutProgramAdmission" in the 'Action Name' field.
  39. Click [View Action Log].
  40. Verify the 'ProviderConnect Enterprise Action Log' Report is displayed.
  41. Validate the 'ProviderConnect Enterprise Action Log' Report contains a row for the 'PutProgramAdmission' action that was triggered from the 'Admission' form with a result of "Success".
  42. Close the report and the form.
Topics
• Admission • Managing Organization Dictionary Mapping • ProviderConnect Enterprise
AV-81640 Summary | Details
ProviderConnect Enterprise - Client Discharge
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Crystal Report Viewer
  • Discharge
  • ProviderConnect Enterprise Action Log
Scenario 1: ProviderConnect Enterprise- Validate the 'PutProgramDischarge' action
Specific Setup:
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be defined for a valid managing organization.
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).
  • A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).
Steps
  1. Select "Client A" and access the 'Discharge' form.
  2. Select the episode that is mapped to the managing organization from the Pre-Display.
  3. Click [OK].
  4. Enter the desired date in the 'Date of Discharge' field.
  5. Enter the desired time in the 'Discharge Time' field.
  6. Select the desired type in the 'Type Of Discharge' field.
  7. Enter "Practitioner A" in the 'Discharge Practitioner' field.
  8. Enter the desired value in the 'Discharge Remarks/Comments' field.
  9. Select the 'CSI' tab.
  10. Select the desired value in the 'Patient Status Code' field.
  11. Select the desired value in the 'Discharge Legal Class' field.
  12. Click [Submit].
  13. Access the 'ProviderConnect Enterprise Action Log' form.
  14. Enter the desired date in the 'From Date' and 'Through Date' fields.
  15. Enter the desired time in the 'From Time' and 'Through Time' fields.
  16. Select the desired organization in the 'Managing Organization' field.
  17. Select "PutProgramDischarge" in the 'Action Name' field.
  18. Click [View Action Log].
  19. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  20. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutProgramDischarge' action that was triggered from the 'Discharge' form with a "Success" result.
  21. Close the report and the form.
Topics
• Discharge • ProviderConnect Enterprise