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Avatar CareFabric 2022 Update 80

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Product Requirements / Recommendations

Avatar CareFabric required
Avatar PM required
RADplus required
Avatar Cal-PM
EVV MobileCaregiver+

Recommended Update Level

Avatar Appointment Scheduling 2022 Update 21
Avatar PM 2022 Update 123
Avatar Cal-PM 2022 Update 81

Additional Requirements

Avatar Appointment Scheduling 2022 Update 21
Avatar PM 2022 Update 123 or Avatar Cal-PM 2022 Update 81

Product Update Form Description

Avatar CareFabric is enhanced to support MobileCareGiver+

Included Updates

2, 3, 4, 5, 7, 9, 11, 12, 13, 14, 16, 17, 18, 20, 21, 22, 22.1, 24, 26, 28, 29, 31, 32, 38, 39, 40, 41, 42, 44, 46, 49, 50, 52, 54, 56, 61, 62, 63, 64, 64.1, 65, 66, 68, 70, 74, 77, 78

Required Updates

Avatar CareFabric 2022 Update 40
Details
NEW6 CHANGED0 FIXED1
New (6)
Mobile CareGiver+ Integration - 'EvvAppointmentUpdated' SDK event
The 'EvvAppointmentUpdated' outgoing SDK event is added which allows for sending appointment data to Mobile CareGiver+.
Value Added: Support for Mobile CareGiver+
Topics
• Electronic Visit Verification • Scheduling Calendar
 
Mobile CareGiver+ Integration - 'EvvVisitUpdated' SDK event
The 'EvvVisitUpdated' outgoing SDK event is added which allows for sending visit data to Mobile CareGiver+.
Value Added: Support for Mobile CareGiver+
Topics
• Electronic Visit Verification
 
Mobile CareGiver+ Integration - Incoming SDK events
Avatar CareFabric is enhanced to support the 'McgEvvVisitStarted', 'McgEvvVisitDocumented', and 'McgEvvEntityStatusUpdated' incoming SDK events from Mobile CareGiver+ in order to document appointments/visits within Avatar.
Value Added: Support for Mobile CareGiver+
Topics
• Electronic Visit Verification • Scheduling Calendar
 
Mobile CareGiver+ Integration - 'McgEvvAppointmentUpdated' SDK event
Avatar CareFabric is enhanced to support the 'McgEvvAppointmentUpdated' incoming SDK event from Mobile CareGiver+ which allows for adding unscheduled appointments/visits to Avatar that were scheduled within Mobile CareGiver+.
Value Added: Support for Mobile CareGiver+
Topics
• Electronic Visit Verification • Scheduling Calendar
 
Mobile CareGiver+ Integration - 'CareFabric EVV Service Status Report'
The 'CareFabric EVV Service Status Report' report is added to the system which will display EVV Service Status(es).
Value Added: Support for Mobile CareGiver+
Topics
• Electronic Visit Verification
 
CarePOV Management - 'Electronic Visit Verification' section
The 'EVV Admin ID' field in the 'Electronic Visit Verification' section of the 'CarePOV Management' form is updated to no longer be required when "Yes" is selected in the 'Enable Mobile CareGiver+' field.
Value Added: Support for Mobile CareGiver+
Topics
• CarePOV Management • Electronic Visit Verification
 
Fixed (1)
Mobile CareGiver+ - 'EvvClientUpdated' SDK event
Ensure the 'EvvClientUpdated' SDK event is sent when a client has multiple episodes in both EVV and non-EVV programs.
Topics
• Electronic Visit Verification
 
Acceptance Tests
AV-78081 Summary | Details
Mobile CareGiver+ Integration - 'EvvAppointmentUpdated' SDK event
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
  • CarePOV Management
  • Crystal Report Viewer
  • Guarantors/Payors
  • Managed Care Authorizations
  • Scheduling Calendar - Status Update
Scenario 1: Mobile Caregiver+ - Validate the 'EvvAppointmentUpdated' outgoing event for a scheduled appointment
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
  • Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home".
  • If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used.
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
  • Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
  • The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
  • "Yes" is selected in the 'Enable Mobile CareGiver+' field.
  • "Yes" is selected in the 'Send Non EVV Payers' field.
  • "No" is selected in the 'Require Authorization' field.
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
  • A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
  • A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in any available time slot for "Practitioner A" and click [Add Appointment].
  3. Select "Service Code A" in the 'Service Code' field.
  4. Select "Client A" in the 'Client' field.
  5. Validate the 'Program' field contains "Program A".
  6. Validate the 'Location' field contains "Location A".
  7. Populate all other required and desired fields.
  8. Click [Submit].
  9. Validate the new appointment is displayed.
  10. Click [Dismiss].
  11. Access the 'CareFabric Monitor' form.
  12. Enter the current date in the 'From Date' and 'Through Date' fields.
  13. Select "Client A" in the 'Client ID' field.
  14. Select "EvvAppointmentUpdated" in the 'Event/Action Search' field.
  15. Click [View Activity Log].
  16. Validate the 'CareFabric Monitor Report' contains an "EvvAppointmentUpdated" record.
  17. Click [Click To View Record].
  18. Validate the 'appointmentAuthorization' field contains "null".
  19. Validate the 'appointmentID' - 'id' field contains the appointment ID.
  20. Validate the 'canceledDate' field contains "null".
  21. Validate the 'canceledReasonCode' field contains "null".
  22. Validate the 'providerOrganizationID' - 'id' field contains the 'Provider Organization ID' assigned to "Program A".
  23. Validate the 'clientID' - 'id' field contains the ID for "Client A".
  24. Validate the 'diagnosisCodes' - 'code' field contains the diagnosis code on file for "Client A".
  25. Validate the 'diagnosisCodes' - 'displayName' field contains the diagnosis value on file for "Client A".
  26. Validate the 'endDate' field contains the appointment end date/time.
  27. Validate the 'insPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A".
  28. Validate the 'insPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A".
  29. Validate the 'isEVV' field contains "true".
  30. Validate the 'locationOfService' fields contain "Client A's" home address.
  31. Validate the 'mcgInsPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A".
  32. Validate the 'mcgInsPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A".
  33. Validate the 'services' - 'description' field contains the description for "Service Code A".
  34. Validate the 'services' - 'name' field contains the code for "Service Code A".
  35. Validate the 'services' - 'procedureCode' - 'code' field contains the code for "Procedure A".
  36. Validate the 'services' - 'procedureCode' - 'displayName' field contains the name for "Procedure A".
  37. Validate the 'serviceID' - 'id' field contains the code for "Service Code A".
  38. Validate the 'startDate' field contains the appointment start date/time.
  39. Validate all other relevant information is displayed for "Client A" and "Practitioner A".
  40. Close the report and the form.
Scenario 2: Mobile Caregiver+ - Validate the 'EvvAppointmentUpdated' outgoing event when authorization is required
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
  • Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home".
  • If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used.
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
  • A guarantor is defined in the 'Guarantors/Payors' form that requires authorizations (Guarantor A).
  • The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
  • "Yes" is selected in the 'Enable Mobile CareGiver+' field.
  • "Yes" is selected in the 'Send Non EVV Payers' field.
  • "Yes" is selected in the 'Require Authorization' field.
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
  • A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
  • "Client A" does not have any authorizations on file in 'Managed Care Authorization'.
  • A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in any available time slot for "Practitioner A" and click [Add Appointment].
  3. Select "Service Code A" in the 'Service Code' field.
  4. Select "Client A" in the 'Client' field.
  5. Validate a message is displayed stating: No valid authorizations on file.
  6. Click [OK] and close the form.
  7. Select "Client A" and access the 'Managed Care Authorizations' form.
  8. Select the "Managed Care Authorization Data" section.
  9. Click [Add New Item].
  10. Select "Guarantor A" in the 'Guarantor Number' field.
  11. Select the desired service code(s) in the 'Service Code(s)' field.
  12. Enter the desired value in the 'Maximum Dollar Amount' field.
  13. Enter the desired value in the 'Maximum Units' field.
  14. Enter the desired value in the 'Maximum Visits' field.
  15. Select the desired value in the 'Type Of Authorization' field.
  16. Select the desired staff in the 'U/R Staff Person' field.
  17. Enter the desired dates in the 'Authorization Start Date' and 'Authorization End Date' fields.
  18. Enter the desired value in the 'Authorization Number' field.
  19. Click [Submit].
  20. Access the 'Scheduling Calendar' form.
  21. Right click in any available time slot for "Practitioner A" and click [Add Appointment].
  22. Select "Service Code A" in the 'Service Code' field.
  23. Select "Client A" in the 'Client' field.
  24. Select the episode for "Program "A in the 'Episode Number' field.
  25. Validate the 'Program' field contains "Program A".
  26. Validate the 'Location' field contains "Location A".
  27. Click [Submit].
  28. Validate the new appointment is displayed.
  29. Click [Dismiss].
  30. Access the 'CareFabric Monitor' form.
  31. Enter the current date in the 'From Date' and 'Through Date' fields.
  32. Select "Client A" in the 'Client ID' field.
  33. Select "EvvAppointmentUpdated' in the 'Event/Action Search' field.
  34. Click [View Activity Log].
  35. Validate the 'CareFabric Monitor Report' contains an "EvvAppointmentUpdated" record.
  36. Click [Click To View Record].
  37. Validate the 'appointmentAuthorization' field contains the 'Authorization Number' on file for "Client A".
  38. Validate the 'appointmentID' - 'id' field contains the appointment ID.
  39. Validate the 'canceledDate' field contains "null".
  40. Validate the 'canceledReasonCode' field contains "null".
  41. Validate the 'providerOrganizationID' - 'id' field contains the 'Provider Organization ID' assigned to "Program A".
  42. Validate the 'clientID' - 'id' field contains the ID for "Client A".
  43. Validate the 'diagnosisCodes' - 'code' field contains the diagnosis code on file for "Client A".
  44. Validate the 'diagnosisCodes' - 'displayName' field contains the diagnosis value on file for "Client A".
  45. Validate the 'endDate' field contains the appointment end date/time.
  46. Validate the 'insPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A".
  47. Validate the 'insPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A".
  48. Validate the 'isEVV' field contains "true".
  49. Validate the 'locationOfService' fields contain "Client A's" home address.
  50. Validate the 'mcgInsPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A".
  51. Validate the 'mcgInsPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A".
  52. Validate the 'services' - 'description' field contains the description for "Service Code A".
  53. Validate the 'services' - 'name' field contains the code for "Service Code A".
  54. Validate the 'services' - 'procedureCode' - 'code' field contains the code for "Procedure A".
  55. Validate the 'services' - 'procedureCode' - 'displayName' field contains the name for "Procedure A".
  56. Validate the 'serviceID' - 'id' field contains the code for "Service Code A".
  57. Validate the 'startDate' field contains the appointment start date/time.
  58. Validate all other relevant information is displayed for "Client A" and "Practitioner A".
  59. Close the report and the form.
Scenario 3: Mobile Caregiver+ - Cancel an EVV appointment when cancellation reason is required and validate the 'EvvAppointmentUpdated' outgoing event
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
  • Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home".
  • If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used.
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
  • Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
  • The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
  • "Yes" is selected in the 'Enable Mobile CareGiver+' field.
  • "Yes" is selected in the 'Send Non EVV Payers' field.
  • "No" is selected in the 'Require Authorization' field.
  • "Yes" is selected in the 'Require Cancellation Reason' field.
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
  • Must have a "Cancelled" dictionary value defined in 'Dictionary Update' for the 'Client' file, "(10005) Appointment Status" data element:
  • Extended data element "(60030) Disposition" must be set to "Cancelled".
  • Extended data element "(60031) CarePOV Appointment Status" must be set to either "Cancelled by Patient" or "Cancelled by Staff".
  • A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
  • A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A)
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in any available time slot for "Practitioner A" and click [Add Appointment].
  3. Select "Service Code A" in the 'Service Code' field.
  4. Select "Client A" in the 'Client' field.
  5. Validate the 'Program' field contains "Program A".
  6. Validate the 'Location' field contains "Location A".
  7. Populate all other required and desired fields.
  8. Click [Submit].
  9. Validate the new appointment is displayed.
  10. Click [Dismiss].
  11. Access the 'CareFabric Monitor' form.
  12. Enter the current date in the 'From Date' and 'Through Date' fields.
  13. Select "Client A" in the 'Client ID' field.
  14. Select "EvvAppointmentUpdated' in the 'Event/Action Search' field.
  15. Click [View Activity Log].
  16. Validate the 'CareFabric Monitor Report' contains an "EvvAppointmentUpdated" record.
  17. Click [Click To View Record].
  18. Validate the 'appointmentAuthorization' field contains "null".
  19. Validate the 'appointmentID' - 'id' field contains the appointment ID.
  20. Validate the 'canceledDate' field contains "null".
  21. Validate the 'canceledReasonCode' field contains "null".
  22. Validate the 'providerOrganizationID' - 'id' field contains the 'Provider Organization ID' assigned to "Program A".
  23. Validate the 'clientID' - 'id' field contains the ID for "Client A".
  24. Validate the 'diagnosisCodes' - 'code' field contains the diagnosis code on file for "Client A".
  25. Validate the 'diagnosisCodes' - 'displayName' field contains the diagnosis value on file for "Client A".
  26. Validate the 'endDate' field contains the appointment end date/time.
  27. Validate the 'insPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A".
  28. Validate the 'insPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A".
  29. Validate the 'isEVV' field contains "true".
  30. Validate the 'locationOfService' fields contain "Client A's" home address.
  31. Validate the 'mcgInsPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A".
  32. Validate the 'mcgInsPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A".
  33. Validate the 'services' - 'description' field contains the description for "Service Code A".
  34. Validate the 'services' - 'name' field contains the code for "Service Code A".
  35. Validate the 'services' - 'procedureCode' - 'code' field contains the code for "Procedure A".
  36. Validate the 'services' - 'procedureCode' - 'displayName' field contains the name for "Procedure A".
  37. Validate the 'serviceID' - 'id' field contains the code for "Service Code A".
  38. Validate the 'startDate' field contains the appointment start date/time.
  39. Validate all other relevant information is displayed for "Client A" and "Practitioner A".
  40. Close the report and the form.
  41. Access the 'Scheduling Calendar' form.
  42. Right click on the appointment for "Client A".
  43. Click [Status Update].
  44. Select "Cancelled" in the 'Appointment Status' field.
  45. Validate the 'Cancellation Reason' field is required.
  46. Select the desired value in the 'Cancellation Reason' field. Please note: this is a user defined dictionary so the user can right-click to update the dictionary codes/values.
  47. Click [Submit] and [Dismiss].
  48. Access the 'CareFabric Monitor' form.
  49. Enter the current date in the 'From Date' and 'Through Date' fields.
  50. Select "Client A" in the 'Client ID' field.
  51. Select "EvvAppointmentUpdated' in the 'Event/Action Search' field.
  52. Click [View Activity Log].
  53. Validate the 'CareFabric Monitor Report' contains an "EvvAppointmentUpdated" record.
  54. Click [Click To View Record].
  55. Validate the 'canceledDate' field contains the canceled date/time.
  56. Validate the 'canceledReasonCode' field contains the 'Cancellation Reason' value filed in the previous steps.
  57. Close the report and the form.
  58. Access Crystal Reports or other SQL Reporting tool.
  59. Select the PM namespace.
  60. Create a report using the SYSTEM.appt_data' SQL table.
  61. Navigate to the canceled appointment for "Client A".
  62. Validate the 'canceled_date' field contains the date the appointment was canceled.
  63. Validate the 'canceled_time' field contains the time the appointment was canceled.
  64. Validate the 'cancellation_reason_code' field contains the code associated to the 'Cancellation Reason' filed in the previous steps.
  65. Validate the 'cancellation_reason_value' field contains the 'Cancellation Reason' filed in the previous steps.
  66. Close the report.
  67. Create a report using the 'SYSTEM.appt_data_all' SQL table.
  68. Validate the 'cancellation_reason_code' field contains the code associated to the 'Cancellation Reason' filed in the previous steps.
  69. Validate the 'cancellation_reason_value' field contains the 'Cancellation Reason' filed in the previous steps.
  70. Close the report.
Scenario 4: Mobile Caregiver+ - Validate the 'EvvAppointmentUpdated' outgoing event for a deleted appointment
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
  • Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home".
  • If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used.
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
  • Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
  • The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
  • "Yes" is selected in the 'Enable Mobile CareGiver+' field.
  • "Yes" is selected in the 'Send Non EVV Payers' field.
  • "No" is selected in the 'Require Authorization' field.
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
  • A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
  • A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in any available time slot for "Practitioner A" and click [Add Appointment].
  3. Select "Service Code A" in the 'Service Code' field.
  4. Select "Client A" in the 'Client' field.
  5. Validate the 'Program' field contains "Program A".
  6. Validate the 'Location' field contains "Location A".
  7. Populate all other required and desired fields.
  8. Click [Submit].
  9. Validate the new appointment is displayed.
  10. Click [Dismiss].
  11. Access the 'CareFabric Monitor' form.
  12. Enter the current date in the 'From Date' and 'Through Date' fields.
  13. Select "Client A" in the 'Client ID' field.
  14. Select "EvvAppointmentUpdated" in the 'Event/Action Search' field.
  15. Click [View Activity Log].
  16. Validate the 'CareFabric Monitor Report' contains an "EvvAppointmentUpdated" record.
  17. Click [Click To View Record].
  18. Validate the 'appointmentAuthorization' field contains "null".
  19. Validate the 'appointmentID' - 'id' field contains the appointment ID.
  20. Validate the 'canceledDate' field contains "null".
  21. Validate the 'canceledReasonCode' field contains "null".
  22. Validate the 'providerOrganizationID' - 'id' field contains the 'Provider Organization ID' assigned to "Program A".
  23. Validate the 'clientID' - 'id' field contains the ID for "Client A".
  24. Validate the 'diagnosisCodes' - 'code' field contains the diagnosis code on file for "Client A".
  25. Validate the 'diagnosisCodes' - 'displayName' field contains the diagnosis value on file for "Client A".
  26. Validate the 'endDate' field contains the appointment end date/time.
  27. Validate the 'insPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A".
  28. Validate the 'insPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A".
  29. Validate the 'isEVV' field contains "true".
  30. Validate the 'locationOfService' fields contain "Client A's" home address.
  31. Validate the 'mcgInsPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A".
  32. Validate the 'mcgInsPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A".
  33. Validate the 'services' - 'description' field contains the description for "Service Code A".
  34. Validate the 'services' - 'name' field contains the code for "Service Code A".
  35. Validate the 'services' - 'procedureCode' - 'code' field contains the code for "Procedure A".
  36. Validate the 'services' - 'procedureCode' - 'displayName' field contains the name for "Procedure A".
  37. Validate the 'serviceID' - 'id' field contains the code for "Service Code A".
  38. Validate the 'startDate' field contains the appointment start date/time.
  39. Validate all other relevant information is displayed for "Client A" and "Practitioner A".
  40. Close the report and the form.
  41. Access the 'Scheduling Calendar' form.
  42. Right click on the appointment for "Client A".
  43. Click [Delete].
  44. Validate a message is displayed stating: Are you sure?
  45. Click [Yes].
  46. Validate the appointment is no longer displayed.
  47. Click [Dismiss].
  48. Access the 'CareFabric Monitor' form.
  49. Enter the current date in the 'From Date' and 'Through Date' fields.
  50. Select "Client A" in the 'Client ID' field.
  51. Select "EvvAppointmentUpdated' in the 'Event/Action Search' field.
  52. Click [View Activity Log].
  53. Validate the 'CareFabric Monitor Report' contains an "EvvAppointmentUpdated" record.
  54. Click [Click To View Record].
  55. Validate the 'canceledDate' field contains the date/time the appointment was deleted.
  56. Close the report and the form.
Scenario 5: Mobile Caregiver+ - Cancel an EVV appointment and validate the 'EvvAppointmentUpdated' outgoing event
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
  • Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home".
  • If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used.
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
  • Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
  • The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
  • "Yes" is selected in the 'Enable Mobile CareGiver+' field.
  • "Yes" is selected in the 'Send Non EVV Payers' field.
  • "No" is selected in the 'Require Authorization' field.
  • "No" is selected in the 'Require Cancellation Reason' field.
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
  • Must have a "Cancelled" dictionary value defined in 'Dictionary Update' for the 'Client' file, "(10005) Appointment Status" data element:
  • Extended data element "(60030) Disposition" must be set to "Cancelled".
  • Extended data element "(60031) CarePOV Appointment Status" must be set to either "Cancelled by Patient" or "Cancelled by Staff".
  • A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
  • A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in any available time slot for "Practitioner A" and click [Add Appointment].
  3. Select "Service Code A" in the 'Service Code' field.
  4. Select "Client A" in the 'Client' field.
  5. Validate the 'Program' field contains "Program A".
  6. Validate the 'Location' field contains "Location A".
  7. Populate all other required and desired fields.
  8. Click [Submit].
  9. Validate the new appointment is displayed.
  10. Click [Dismiss].
  11. Access the 'CareFabric Monitor' form.
  12. Enter the current date in the 'From Date' and 'Through Date' fields.
  13. Select "Client A" in the 'Client ID' field.
  14. Select "EvvAppointmentUpdated' in the 'Event/Action Search' field.
  15. Click [View Activity Log].
  16. Validate the 'CareFabric Monitor Report' contains an "EvvAppointmentUpdated" record.
  17. Click [Click To View Record].
  18. Validate the 'appointmentAuthorization' field contains "null".
  19. Validate the 'appointmentID' - 'id' field contains the appointment ID.
  20. Validate the 'canceledDate' field contains "null".
  21. Validate the 'canceledReasonCode' field contains "null".
  22. Validate the 'providerOrganizationID' - 'id' field contains the 'Provider Organization ID' assigned to "Program A".
  23. Validate the 'clientID' - 'id' field contains the ID for "Client A".
  24. Validate the 'diagnosisCodes' - 'code' field contains the diagnosis code on file for "Client A".
  25. Validate the 'diagnosisCodes' - 'displayName' field contains the diagnosis value on file for "Client A".
  26. Validate the 'endDate' field contains the appointment end date/time.
  27. Validate the 'insPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A".
  28. Validate the 'insPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A".
  29. Validate the 'isEVV' field contains "true".
  30. Validate the 'locationOfService' fields contain "Client A's" home address.
  31. Validate the 'mcgInsPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A".
  32. Validate the 'mcgInsPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A".
  33. Validate the 'services' - 'description' field contains the description for "Service Code A".
  34. Validate the 'services' - 'name' field contains the code for "Service Code A".
  35. Validate the 'services' - 'procedureCode' - 'code' field contains the code for "Procedure A".
  36. Validate the 'services' - 'procedureCode' - 'displayName' field contains the name for "Procedure A".
  37. Validate the 'serviceID' - 'id' field contains the code for "Service Code A".
  38. Validate the 'startDate' field contains the appointment start date/time.
  39. Validate all other relevant information is displayed for "Client A" and "Practitioner A".
  40. Close the report and the form.
  41. Access the 'Scheduling Calendar' form.
  42. Right click on the appointment for "Client A".
  43. Click [Status Update].
  44. Select "Cancelled" in the 'Appointment Status' field.
  45. Validate the 'Cancellation Reason' field is not required.
  46. Click [Submit] and [Dismiss].
  47. Access the 'CareFabric Monitor' form.
  48. Enter the current date in the 'From Date' and 'Through Date' fields.
  49. Select "Client A" in the 'Client ID' field.
  50. Select "EvvAppointmentUpdated' in the 'Event/Action Search' field.
  51. Click [View Activity Log].
  52. Validate the 'CareFabric Monitor Report' contains an "EvvAppointmentUpdated" record.
  53. Click [Click To View Record].
  54. Validate the 'canceledDate' field contains the canceled date/time.
  55. Validate the 'canceledReasonCode' field contains "null".
  56. Close the report and the form.
Topics
• Electronic Visit Verification • Scheduling Calendar
AV-78083 Summary | Details
Mobile CareGiver+ Integration - 'EvvVisitUpdated' SDK event
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
Scenario 1: Mobile Caregiver+ - Validate the 'EvvVisitUpdated' outgoing event
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
  • Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home".
  • If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used.
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
  • Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
  • The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
  • "Yes" is selected in the 'Enable Mobile CareGiver+' field.
  • "Yes" is selected in the 'Send Non EVV Payers' field.
  • "No" is selected in the 'Require Authorization' field.
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
  • A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
  • A visit has been completed in Mobile CareGiver+ for "Client A" and has been processed by Avatar.
  • A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).
Steps
  1. Access Crystal Reports or other SQL Reporting tool.
  2. Create a report using the 'SYSTEM.appt_data' SQL table.
  3. Navigate to the appointment for "Client A" that was completed in Mobile CareGiver+.
  4. Validate the 'carefabric_appt_stat_code' field contains "COMP".
  5. Validate the 'carefabric_appt_stat_value' field contains "Completed".
  6. Close the report.
  7. Access the 'CareFabric Monitor' form.
  8. Enter the current date in the 'From Date' and 'Through Date' fields.
  9. Select "Client A" in the 'Client ID' field.
  10. Select "EvvVisitUpdated' in the 'Event/Action Search' field.
  11. Click [View Activity Log].
  12. Validate the 'CareFabric Monitor Report' contains an "EvvVisitUpdated" record.
  13. Click [Click To View Record].
  14. Validate the 'appointmentID' - 'id' field contains the unique ID for the completed appointment.
  15. Validate the 'clientID' - 'id' field contains "Client A".
  16. Validate the 'status' field contains "COMP".
  17. Close the report and the form.
Topics
• Electronic Visit Verification
AV-78084 Summary | Details
Mobile CareGiver+ Integration - Incoming SDK events
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
Scenario 1: Mobile Caregiver+ - Validate the 'McgEvvVisitStarted' incoming event
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
  • Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home".
  • If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used.
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
  • Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
  • The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
  • "Yes" is selected in the 'Enable Mobile CareGiver+' field.
  • "Yes" is selected in the 'Send Non EVV Payers' field.
  • "No" is selected in the 'Require Authorization' field.
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
  • "Yes" is selected in the following fields for the 'McgEvvVisitStarted' event: 'Keep Incoming Payload in the Log', 'Keep Outgoing Payload in the Log' and 'Show in the CareFabric Monitor Report' in the 'CareFabric Management' form. This must be done by a Netsmart Representative.
  • A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).
  • A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
  • "Client A" has a scheduled EVV appointment with "Practitioner A".
Steps
  1. Start the visit for "Client A" in the Mobile CareGiver+ application.
  2. Access the 'CareFabric Monitor' form.
  3. Enter the current date in the 'From Date' and 'Through Date' fields.
  4. Select "Client A" in the 'Client ID' field.
  5. Select "McgEvvVisitStarted' in the 'Event/Action Search' field.
  6. Click [View Activity Log].
  7. Validate the 'CareFabric Monitor Report' contains an "McgEvvVisitStarted" record.
  8. Click [Click To View Record].
  9. Validate the 'appointmentAddress' fields contain the client's home address.
  10. Validate the 'appointmentID' - 'id' field contains the appointment ID.
  11. Validate the 'clientID- 'id' field contains "Client A".
  12. Validate the 'clockInDetails' - 'deviceRecordedDate' field contains the date of the visit and start time.
  13. Validate the 'diagnosisCodes' - 'code' field contains "Client A's" diagnosis code.
  14. Validate the 'mcgAppointmentID' - 'id' field contains the MCG+ unique identifier for the appointment.
  15. Validate the 'services' - 'procedureCode' - 'code' field contains "Procedure A".
  16. Validate the 'status' field contains "INPR" indicating the visit is in progress.
  17. Close the report and the form.
  18. Access the 'Scheduling Calendar' form.
  19. Validate the appointment for "Client A" displays with the visit start time.
  20. Click [Dismiss].
  21. Access Crystal Reports or other SQL Reporting tool.
  22. Select the PM namespace.
  23. Create a report using the 'SYSTEM.appt_data' SQL table.
  24. Navigate to the appointment for "Client A".
  25. Validate the 'carefabric_appt_stat_code' field contains "INPR".
  26. Validate the 'carefabric_appt_stat_value' field contains "In Progress".
  27. Close the report.
Scenario 2: Mobile Caregiver+ - Validate the 'McgEvvVisitDocumented' incoming event for a completed visit
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A product is defined in the 'CareFabric Integration Management' form for the "MobileCareGiver+" product and "McgEvvAppointmentUpdated" must be selected in the 'Event Types' field.
  • In the 'Code Mappings' section of the 'CareFabric Integration Management' form, must have a "Note Type" mapping for the "MobileCareGiver+" product with "EVV" populated in the 'CareFabric Code' and 'Description' fields. This note type will be used for creating a progress note when the 'McgEvvVisitDocumented' incoming SDK event is received.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
  • Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home".
  • If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used.
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
  • Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
  • The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
  • "Yes" is selected in the 'Enable Mobile CareGiver+' field.
  • "Yes" is selected in the 'Send Non EVV Payers' field.
  • "No" is selected in the 'Require Authorization' field.
  • "No" is selected in the 'Require Cancellation Reason' field.
  • "Yes" is selected in the 'Save Progress Notes' form.
  • A progress note form selected in the 'Progress Note Form' and/or other progress note forms defined in the 'Progress Notes Form Mapping' grid. If nothing is defined in the 'Progress Notes Form Mapping' grid, the default progress note selected in the 'Progress Note Form' field will be used.
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
  • The 'Progress Notes' widget must be accessible from the HomeView.
  • A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).
  • A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
  • "Client A" has a visit with "Practitioner A" that has been started in Mobile CareGiver+.
Steps
  1. Complete the visit for "Client A" with "Practitioner A" in the Mobile CareGiver+ application.
  2. Access the 'Scheduling Calendar' form.
  3. Validate the appointment for "Client A" is displayed at the correct start/end times for the visit.
  4. Validate the appointment for "Client A" is displayed with the posted and finalized note disposition icons.
  5. Click [Dismiss].
  6. Select "Client A" and navigate to the 'Progress Notes' widget.
  7. Validate the progress note created when the visit was completed is displayed with the appropriate data for the visit.
  8. Access Crystal Reports or other SQL Reporting tool.
  9. Select the PM namespace.
  10. Create a report using the 'SYSTEM.appt_data' SQL table.
  11. Navigate to the appointment for "Client A".
  12. Validate the 'carefabric_appt_stat_code' field contains "COMP".
  13. Validate the 'carefabric_appt_stat_value' field contains "Completed".
  14. Close the report.
Scenario 3: Mobile Caregiver+ - Validate the 'McgEvvEntityStatusUpdated' incoming event
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A product is defined in the 'CareFabric Integration Management' form for the "MobileCareGiver+" product and "McgEvvAppointmentUpdated" must be selected in the 'Event Types' field.
  • In the 'Code Mappings' section of the 'CareFabric Integration Management' form, must have a "Note Type" mapping for the "MobileCareGiver+" product with "EVV" populated in the 'CareFabric Code' and 'Description' fields. This note type will be used for creating a progress note when the 'McgEvvVisitDocumented' incoming SDK event is received.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
  • Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home".
  • If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used.
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
  • Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
  • The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
  • "Yes" is selected in the 'Enable Mobile CareGiver+' field.
  • "Yes" is selected in the 'Send Non EVV Payers' field.
  • "No" is selected in the 'Require Authorization' field.
  • "No" is selected in the 'Require Cancellation Reason' field.
  • Yes" is selected in the 'Save Progress Notes' form.
  • A progress note form selected in the 'Progress Note Form' and/or other progress note forms defined in the 'Progress Notes Form Mapping' grid. If nothing is defined in the 'Progress Notes Form Mapping' grid, the default progress note selected in the 'Progress Note Form' field will be used.
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
  • "Yes" is selected in the following fields for the 'McgEvvEntityStatusUpdated' event: 'Keep Incoming Payload in the Log', 'Keep Outgoing Payload in the Log' and 'Show in the CareFabric Monitor Report' in the 'CareFabric Management' form. This must be done by a Netsmart Representative.
  • A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).
  • A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
  • "Client A" has a visit with "Practitioner A" that has been completed in Mobile CareGiver+.
Steps
  1. Release the visit for "Client A" with "Practitioner A" in the Mobile CareGiver+ application.
  2. Access the 'CareFabric Monitor' form.
  3. Enter the current date in the 'From Date' and 'Through Date' fields.
  4. Select "Client A" in the 'Client ID' field.
  5. Select "McgEvvEntityStatusUpdated' in the 'Event/Action Search' field.
  6. Click [View Activity Log].
  7. Validate the 'CareFabric Monitor Report' contains an "McgEvvEntityStatusUpdated" record.
  8. Click [Click To View Record].
  9. Validate the 'status' field contains "RELEASED" indicating the visit has been released.
  10. Close the report and the form.
  11. Access Crystal Reports or other SQL Reporting tool.
  12. Select the PM namespace.
  13. Create a report using the 'SYSTEM.appt_data' SQL table.
  14. Navigate to the appointment for "Client A".
  15. Validate the 'carefabric_appt_stat_code' field contains "RELEASED".
  16. Validate the 'carefabric_appt_stat_value' field contains "Released".
  17. Close the report.
Scenario 4: Mobile Caregiver+ - Validate the 'McgEvvVisitDocumented' incoming event for a canceled visit
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
  • Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home".
  • If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used.
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
  • Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
  • The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
  • "Yes" is selected in the 'Enable Mobile CareGiver+' field.
  • "Yes" is selected in the 'Send Non EVV Payers' field.
  • "No" is selected in the 'Require Authorization' field.
  • "No" is selected in the 'Require Cancellation Reason' field.
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
  • Must have a "Cancelled" dictionary value defined in 'Dictionary Update' for the 'Client' file, "(10005) Appointment Status" data element:
  • Extended data element "(60030) Disposition" must be set to "Cancelled".
  • Extended data element "(60031) CarePOV Appointment Status" must be set to either "Cancelled by Patient" or "Cancelled by Staff".
  • A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).
  • A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
  • "Client A" has a scheduled EVV appointment with "Practitioner A".
Steps
  1. Cancel the appointment for "Client A" in the Mobile CareGiver+ application.
  2. Access the 'Scheduling Calendar' form.
  3. Validate the appointment for "Client A" with "Practitioner A" is displayed with the canceled disposition icon.
  4. Click [Dismiss].
  5. Access Crystal Reports or other SQL Reporting tool.
  6. Select the PM namespace.
  7. Create a report using the 'SYSTEM.appt_data' SQL table.
  8. Navigate to the appointment for "Client A".
  9. Validate the 'carefabric_appt_stat_code' field contains "UNBL".
  10. Validate the 'carefabric_appt_stat_value' field contains "Unable to Complete".
  11. Close the report.
Topics
• Electronic Visit Verification • Scheduling Calendar
AV-78085 Summary | Details
Mobile CareGiver+ Integration - 'McgEvvAppointmentUpdated' SDK event
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
  • Crystal Report Viewer
Scenario 1: Mobile Caregiver+ - Validate the 'McgEvvAppointmentUpdated' incoming event
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A product is defined in the 'CareFabric Integration Management' form for the "MobileCareGiver+" product and "McgEvvAppointmentUpdated" must be selected in the 'Event Types' field.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
  • Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home".
  • If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used.
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
  • Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
  • The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
  • "Yes" is selected in the 'Enable Mobile CareGiver+' field.
  • "Yes" is selected in the 'Send Non EVV Payers' field.
  • "No" is selected in the 'Require Authorization' field.
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
  • "Yes" is selected in the following fields for the 'McgEvvAppointmentUpdated' event: 'Keep Incoming Payload in the Log', 'Keep Outgoing Payload in the Log' and 'Show in the CareFabric Monitor Report' in the 'CareFabric Management' form. This must be done by a Netsmart Representative.
  • A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).
  • A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
Steps
  1. Add an unscheduled appointment in the Mobile CareGiver+ application for "Client A" with "Practitioner A".
  2. Please note: if any of the appointment information sent from Mobile CareGiver+ can't be determined, the appointment will be available for reconciliation in the 'CareFabric Integration Reconciliation' form.
  3. Access the 'CareFabric Monitor' form.
  4. Enter the current date in the 'From Date' and 'Through Date' fields.
  5. Select "Client A" in the 'Client ID' field.
  6. Select "McgEvvAppointmentUpdated' in the 'Event/Action Search' field.
  7. Click [View Activity Log].
  8. Validate the 'CareFabric Monitor Report' contains an "McgEvvAppointmentUpdated" record.
  9. Click [Click To View Record].
  10. Validate the 'clientID- 'id' field contains "Client A".
  11. Validate the 'endDate' field contains the appointment end date/time.
  12. Validate the 'mcgAppointmentID' - 'id' field contains the MCG+ unique identifier for the appointment.
  13. Validate the 'resource' - 'resourceID' field contains "Practitioner A".
  14. Validate the 'services' - 'procedureCode' - 'code' field contains "Procedure Code A".
  15. Validate the 'startDate' field contains the appointment start date/time.
  16. Validate all other appointment data is displayed.
  17. Close the report and the form.
  18. Access the 'Scheduling Calendar' form.
  19. Validate the appointment for "Client A" with "Practitioner A" that was sent from Mobile CareGiver+ is displayed.
  20. Right click on the appointment and click [Details/Edit].
  21. Validate the appointment details are displayed as expected.
  22. Close the form and click [Dismiss].
Topics
• Electronic Visit Verification • Scheduling Calendar
AV-78088 Summary | Details
Mobile CareGiver+ Integration - 'CareFabric EVV Service Status Report'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric EVV Service Status Report
Scenario 1: Mobile Caregiver+ - Validate the 'EVV Service Status Report'
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
  • Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home".
  • If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used.
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
  • Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
  • The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
  • "Yes" is selected in the 'Enable Mobile CareGiver+' field.
  • "Yes" is selected in the 'Send Non EVV Payers' field.
  • "No" is selected in the 'Require Authorization' field.
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
  • A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
  • "Client A" has EVV services on file.
  • A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).
Steps
  1. Access the 'CareFabric EVV Services Status Report' form.
  2. Enter the desired date in the 'From Date' field.
  3. Enter the desired date in the 'Through Date' field.
  4. Select "Client A" in the 'Client ID' field.
  5. Validate the 'Status(es)' field contains the following:
  6. Accepted (ACCEPTED)
  7. Cancelled (UNSR)
  8. Completed (COMP)
  9. Completed - Hold (HOLD)
  10. In Progress (IPR)
  11. Rejected (REJECTED)
  12. Released (RELEASED)
  13. Submitted (SUBMITTED)
  14. Unable to Complete (UNBL)
  15. Select all statuses in the 'Status(es)' field.
  16. Click [Launch Report].
  17. Validate the report displays with all EVV services for "Client A", including all status(es).
  18. Close the report.
  19. Enter the desired date in the 'From Date' field.
  20. Enter the desired date in the 'Through Date' field.
  21. Do not select a client in the 'Client ID' field.
  22. Select "In Progress (IPR)" in the 'Status(es)' field.
  23. Click [Launch Report].
  24. Validate the report displays with only EVV services with the status of "In Progress (IPR)" for all clients.
  25. Close the report.
  26. Enter the desired date in the 'From Date' field.
  27. Enter the desired date in the 'Through Date' field.
  28. Do not select a client in the 'Client ID' field.
  29. De-select "In Progress (IPR)" in the 'Status(es)' field.
  30. Select "Completed (COMP)" in the 'Status(es)' field.
  31. Click [Launch Report].
  32. Validate the report displays with only EVV services with the status of "Completed (COMP)" for all clients.
  33. Close the report and the form.
Topics
• Electronic Visit Verification
AV-83784 Summary | Details
CarePOV Management - 'Electronic Visit Verification' section
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CarePOV Management
Scenario 1: CarePOV Management - 'Electronic Visit Verification' section - 'Mobile Caregiver+' integration
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. This must be done by a Netsmart Representative.
  • Please note: Selecting "Yes" to 'Enable Mobile CareGiver+' will disable any active integrations in the 'Electronic Visit Verification' section of the 'CarePOV Management' form.
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the "Electronic Visit Verification" section.
  3. Validate the 'Mobile CareGiver+' section is displayed.
  4. Validate the 'Enable Mobile CareGiver+' field is not required.
  5. Select "Yes" in the 'Enable Mobile CareGiver+' field. Please note: when "Yes" is selected, certain fields on this form will now be hidden that are not relevant to this integration. If left blank, or if "No" is selected, all fields will display on the form.
  6. Validate the 'EVV Admin User ID' field is not required.
  7. Validate the 'Send Non EVV Payers' field is displayed.
  8. Select the desired value in the 'Send Non EVV Payers' field.
  9. Validate the 'Require Authorization' field is displayed.
  10. Select the desired value in the 'Require Authorization' field.
  11. Validate the 'Require Cancellation Reason' field is displayed.
  12. Select the desired value in the 'Require Cancellation Reason' field.
  13. Validate the 'Cancelled Appointment Status' field is displayed.
  14. Select the desired value in the 'Cancelled Appointment Status' field.
  15. Validate the 'Require State Acceptance Before Billing' field is displayed.
  16. Select the desired value in the 'Require State Acceptance Before Billing' field.
  17. Select the desired value in the 'Progress Note Form' field.
  18. Select the desired value in the 'Save Progress Notes' field.
  19. Select the desired value in the 'Site' field.
  20. Enter the desired value in the 'Medicaid Provider ID' field.
  21. Select the desired value in the 'Provider Address To Be Sent' field.
  22. Click [New Row] in the 'Payor Program ID' grid.
  23. Select the desired guarantor in the 'Guarantor' field.
  24. Enter the desired value in the 'Payer ID' field.
  25. Enter the desired value in the 'Payer Program' field.
  26. Enter the desired value in the 'Insurance Plan ID' field.
  27. Enter the desired value in the 'MCG+ Payer ID' field.
  28. Enter the desired value in the 'MCG+ Insurance Plan ID' field.
  29. Repeat as needed for additional guarantor(s).
  30. Click [New Row] in the 'Progress Note Form Mapping' grid.
  31. Select the desired service code in the 'Service Code' field.
  32. Select the desired program in the 'Program' field.
  33. Select the desired progress note form in the 'Progress Note Form' field.
  34. Repeat as needed for additional mappings.
  35. Validate the 'Payloads' field contains "EvvClientUpdated" and "EvvResourceUpdated".
  36. Select "EvvClientUpdated" and "EvvResourceUpdated" in the 'Payloads' field.
  37. Click [Send EVV Payloads]. This will re-send events for any existing EVV clients/resources.
  38. Validate a message is displayed stating: Payloads will be sent in the background. You will be notified when the process is completed.
  39. Click [OK] and [Submit].
  40. Validate a message is displayed stating: EVV payloads have been sent: "Resource #: Client #: Total #:" Please note: this may take a few minutes.
  41. Click [OK].
  42. Access the 'CarePOV Management' form.
  43. Select the "Electronic Visit Verification" section.
  44. Validate all previously filed data is displayed as filed.
  45. Close the form.
Topics
• CarePOV Management • Electronic Visit Verification
AV-84158 Summary | Details
Mobile CareGiver+ - 'EvvClientUpdated' SDK event
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Financial Eligibility
  • Update Client Data
Scenario 1: Mobile Caregiver+ - Validate the 'EvvClientUpdated' event when the client has an EVV and non-EVV episode
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • A program is defined without a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program B).
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A).
  • Must have a guarantor defined in the 'Guarantors/Payors' (Guarantor A).
  • The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
  • "Yes" is selected in the 'Enable Mobile CareGiver+' field.
  • "Yes" is selected in the 'Send Non EVV Payers' field.
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
Steps
  1. Access the 'Admission' form.
  2. Enter any new values in the 'Client Search' dialog.
  3. Click [New Client] and [Yes].
  4. Validate the 'Client Name' field contains the value entered in the previous steps. Please note: this is a required field for Mobile CareGiver+ integration.
  5. Select the desired value in the 'Sex' field. Please note: this is a required field for Mobile CareGiver+ integration.
  6. Enter the desired date in the 'Date of Birth' field. Please note: this is a required field for Mobile CareGiver+ integration.
  7. Enter the desired date in the 'Preadmit/Admission Date' field.
  8. Enter the desired time in the 'Preadmit/Admission Time' field.
  9. Select "Program A" in the 'Program' field.
  10. Select the desired value in the 'Type Of Admission' field.
  11. Select the desired practitioner in the 'Admitting Practitioner' field.
  12. Enter the desired value in the 'Social Security Number' field.
  13. Select the "Demographics" section.
  14. Enter the desired value in the 'Address - Street' field. Please note: this is a required field for Mobile CareGiver+ integration.
  15. Enter the desired value in the 'Zipcode' field. Please note: this is a required field for Mobile CareGiver+ integration.
  16. Enter the desired value in the 'Cell Phone' field. Please note: at least one phone number (either Home or Cell) is a required field for Mobile CareGiver+ integration.
  17. Enter the desired value in the 'Home Phone' field.
  18. Enter the desired value in the 'Work Phone' field.
  19. Click [Submit]. Please note: this will be referred to as "Client A" from now on.
  20. Select "Client A" and access the 'Financial Eligibility' form.
  21. Select the "Guarantor Selection" section.
  22. Select "Guarantor A" in the 'Guarantor #' field.
  23. Select "(Non-Contract) Commercial" in the 'Guarantor Plan' field.
  24. Select "No" in the 'Customize Guarantor Plan' field.
  25. Select "Yes" in the 'Eligibility Verified' field.
  26. Enter the desired date in the 'Coverage Effective Date' field.
  27. Select "Self" in the 'Client's Relationship to Subscriber' field.
  28. Select "Yes" in the 'Subscriber Assignment Of Benefits' field.
  29. Enter the desired value in the 'Subscriber Policy #' field.
  30. Enter the desired value in the 'Subscriber Medicaid #' field.
  31. Select the desired value in the 'Subscriber Release Of Info' field.
  32. Select the "Financial Eligibility" section.
  33. Select "Guarantor A" in the 'Guarantor #1' field. Please note: this is a required field for Mobile CareGiver+ integration.
  34. Click [Submit].
  35. Access the 'CareFabric Monitor' form.
  36. Enter the current date in the 'From Date' and 'Through Date' fields.
  37. Select "Client A" in the 'Client ID' field.
  38. Select "EvvClientUpdated" in the 'Event/Action Search' field.
  39. Click [View Activity Log].
  40. Validate the 'CareFabric Monitor Report' contains an "EvvClientUpdated" record for "Client A".
  41. Click [Click to View Record].
  42. Validate the 'addresses' - 'addressID' - 'id' field contains "Client A's" PATID with an H on the end, indicating "Home".
  43. Validate the 'addresses' - 'city' field contains the city "Client A" lives in.
  44. Validate the 'addresses' - 'stateCode' field contains the state "Client A" lives in.
  45. Validate the 'addresses' - 'typeCode' - 'code' field contains "Home".
  46. Validate the 'addresses' - 'zipCode' field contains the zip code "Client A" lives in.
  47. Validate the birthDate' field contains "Client A's" birth date.
  48. Validate the 'clientGenderCode' - 'code' field contains "Client A's" gender (ex. F).
  49. Validate the 'clientGenderCode' - 'displayName' field contains "Client A's" gender (ex. Female).
  50. Validate the 'clientID' - 'id' field contains "Client A's" PATID.
  51. Validate the 'clientOrg' field contains the facility being used.
  52. Validate the 'insPlans' - 'effectiveStartDate' field contains the 'Coverage Effective Date' entered in the previous steps.
  53. Validate the 'insPlans' - 'insPayerID' - 'humanReadableValue' field contains "Guarantor A".
  54. Validate the 'insPlans' - 'insPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  55. Validate the 'insPlans' - 'insPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  56. Validate the 'insPlans' - 'mcgInsPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  57. Validate the 'insPlans' - 'mcgInsPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  58. Validate the 'policyID' field contains the 'Subscriber Policy #' entered in the previous steps.
  59. Validate the 'medicaidID' field contains the 'Subscriber Medicaid #' entered in the previous steps.
  60. Validate the 'name' - 'first' field contains "Client A's" first name.
  61. Validate the 'name' - 'last' field contains "Client A's" last name.
  62. Validate the 'phoneNumbers' - 'number' field contains "Client A's" phone number
  63. Validate the 'phoneNumbers' - 'phoneNumberID' - 'id' field contains "Client A's" PATID with an identifier at the end (ex. "PC" indicating Patient Cell, "PH" indicating Patient Home).
  64. Validate the 'phoneNumbers' - 'typeCode' - 'code' field contains the type of phone number (ex. Cell, Office, or Home).
  65. Validate both the 'Home Phone' & 'Cell Phone' numbers are displayed.
  66. Validate the 'Work Phone' number is not displayed. This is not used for Mobile CareGiver+ integration.
  67. Validate the 'providerOrganizationID' - 'humanReadableValue' field contains the program code for "Program A".
  68. Validate the 'providerOrganizationID' - 'id' field contains the 'EVV Provider Organization ID' for "Program A".
  69. Close the report and the form.
  70. Select "Client A" and access the 'Admission' form.
  71. Click [Add] to add a new episode.
  72. Enter the desired date in the 'Preadmit/Admission Date' field.
  73. Enter the desired time in the 'Preadmit/Admission Time' field.
  74. Select "Program B" in the 'Program' field.
  75. Select the desired value in the 'Type Of Admission' field.
  76. Select the desired practitioner in the 'Admitting Practitioner' field.
  77. Click [Submit].
  78. Select "Client A" and access the 'Financial Eligibility' form.
  79. Select "Episode 2" from the pre-display and click [OK].
  80. Select the "Guarantor Selection" section.
  81. Select "Guarantor A" in the 'Guarantor #' field.
  82. Select "(Non-Contract) Commercial" in the 'Guarantor Plan' field.
  83. Select "No" in the 'Customize Guarantor Plan' field.
  84. Select "Yes" in the 'Eligibility Verified' field.
  85. Enter the desired date in the 'Coverage Effective Date' field.
  86. Select "Self" in the 'Client's Relationship to Subscriber' field.
  87. Select "Yes" in the 'Subscriber Assignment Of Benefits' field.
  88. Enter the desired value in the 'Subscriber Policy #' field.
  89. Enter the desired value in the 'Subscriber Medicaid #' field.
  90. Select the desired value in the 'Subscriber Release Of Info' field.
  91. Select the "Financial Eligibility" section.
  92. Select "Guarantor A" in the 'Guarantor #1' field.
  93. Click [Submit].
  94. Select "Client A" and access the 'Update Client Data' form.
  95. Enter any new value in the 'Date of Birth' field.
  96. Click [Submit].
  97. Access the 'CareFabric Monitor' form.
  98. Enter the current date in the 'From Date' and 'Through Date' fields.
  99. Select "Client A" in the 'Client ID' field.
  100. Select "EvvClientUpdated" in the 'Event/Action Search' field.
  101. Click [View Activity Log].
  102. Validate the 'CareFabric Monitor Report' contains an "EvvClientUpdated" record for "Client A".
  103. Click [Click to View Record].
  104. Validate the birthDate' field contains "Client A's" updated birth date.
  105. Close the report and the form.
Topics
• Electronic Visit Verification