Avatar CareFabric 2022 Update 81

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Product Requirements / Recommendations

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Product Update Form Description

An issue is resolved where the service location might be defaulted to default program location upon signing a note from Bells Notes.

Included Updates

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

Required Updates

None

Details

NEW0 CHANGED0 FIXED1

Fixed (1)

AV-83358 Details \| User Acceptance Tests Bells Notes Integration - Progress Notes Ensure the service location for a progress note signed in Bells Notes retains the proper value.	Topics • Progress Notes

Acceptance Tests

AV-83358 Summary | Details

Bells Notes Integration - Progress Notes

Scenario 1: Bells Notes Integration - Validate document routing for progress notes when a supervisor is not required

Specific Setup:

myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
The 'Progress Notes (Group and Individual)' form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate.
The 'Progress Notes (Group and Individual)' form must have document routing enabled.
A user is defined with the following (User A):
Access to Bells Notes
Associated practitioner (Practitioner A)
Does not require a supervisor's approval for document routing
Access to the 'My To Do's' widget on the HomeView.
The 'Activate Program/Location Filter' registry setting is enabled.
A program is defined (Program A) with two associated locations (Location A, Location B). "Location A" is the default location for this program.
A client is enrolled in "Program A" (Client A).

Steps

Access the 'Scheduling Calendar' form.
Right click in the 'Appointment Grid' and click [Add Appointment].
Enter the desired service code in the 'Service Code' field.
Enter "Client A" in the 'Client' field.
Select the desired value in the 'Episode Number' field.
Validate "Program A" is selected in the 'Program' field.
Select "Location B" in the 'Location' field.
Validate the 'Practitioner' field is populated with "Practitioner A"
Fill out all required fields.
Click [Submit].
Validate successful submission.
Validate the scheduled appointment is added to the 'Scheduling Calendar' form.
Log into Bells Notes with existing login credentials.
Click the 'Agenda' section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar.
Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes.
Click [Start Note] and verify the existence of the 'Session Information' window.
Fill out all required fields and select the desired note type.
Validate user is able to start a note successfully.
Verify the existence of "Client A" in the client header when note is started.
Fill out all required fields.
Click [Sign Note].
Validate the Sign Note' dialog is displayed.
Enter the pin for "User A" in the 'Pin' field and click [Sign].
Validate a message is displayed stating: Note Signed Successfully.
Log into myAvatar as [UserA].
Navigate to the "My To Do's" widget.
Locate the To Do just routed and click [Approve Document].
Validate the document is displayed with the progress note data, including the correct location (Location B) and an electronic signature at the bottom for "Practitioner A" as Author.
Click [Accept].
Enter the password for "User A" in the 'Verify Password' dialog and click [OK].
Validate the To-Do is no longer displayed.

Scenario 2: Bells Notes Integration - Validate document routing for progress notes when a supervisor is required

Specific Setup:

myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
The 'Progress Notes (Group and Individual)' form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate.
The 'Progress Notes (Group and Individual)' form must have document routing enabled.
A user is defined [UserA] with the following:
Access to Bells Notes
Associated practitioner (Practitioner A)
Requires a supervisor's approval for document routing (Practitioner B)
Access to the 'My To Do's' widget on the HomeView
Must be logged in as this user
A user is defined [UserB] with the following:
Associated practitioner (Practitioner B)
Does not require a supervisor's approval for document routing
Access to the 'My To Do's' widget on the HomeView
The 'Activate Program/Location Filter' registry setting is enabled.
A program is defined (Program A) with two associated locations (Location A, Location B). "Location A" is the default location for this program.
A client is enrolled in "Program A" (Client A).

Steps

Access the 'Scheduling Calendar' form.
Right click in the 'Appointment Grid' and click [Add Appointment].
Enter the desired service code in the 'Service Code' field.
Enter "Client A" in the 'Client' field.
Select the desired value in the 'Episode Number' field.
Validate "Program A" is selected in the 'Program' field.
Select "Location B" in the 'Location' field.
Validate the 'Practitioner' field is populated with "Practitioner A"
Fill out all required fields.
Click [Submit].
Validate successful submission.
Validate the scheduled appointment is added to the 'Scheduling Calendar' form.
Log into Bells Notes with existing login credentials.
Click the 'Agenda' section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar.
Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes.
Click [Start Note] and verify the existence of the 'Session Information' window.
Fill out all required fields and select the desired note type.
Validate user is able to start a note successfully.
Verify the existence of "Client A" in the client header when note is started.
Fill out all required fields.
Click [Sign Note].
Validate the Sign Note' dialog is displayed.
Enter the pin for "User A" in the 'Pin' field and click [Sign].
Validate a message is displayed stating: Note Signed Successfully.
Log into myAvatar as [UserB].
Navigate to the "My To Do's" widget.
Locate the To Do just routed and click [Approve Document].
Validate the document is displayed with the progress note data, including the correct location (Location B) and an electronic signature at the bottom for "Practitioner A" as Author and "Practitioner B" as Supervisor.
Click [Accept].
Enter the password for [UserB] in the 'Verify Password' dialog and click [OK].
Validate the To-Do is no longer displayed.

Scenario 3: Bell Notes Integration - Validate progress notes when Document Routing is disabled

Specific Setup:

myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
A user is defined [UserA] with the following:
Access to Bells Notes with an existing client admitted (Client A)
Associated practitioner
Must be logged in as this user
'Progress Notes' widget accessible on the HomeView
The 'Progress Notes (Group and Individual)' form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate.
Document routing is disabled for the 'Progress Notes (Group and Individual)' form.
The 'Activate Program/Location Filter' registry setting is enabled.
A program is defined (Program A) with two associated locations (Location A, Location B). "Location A" is the default location for this program.
A client is enrolled in "Program A" (Client A).

Steps

Access the 'Scheduling Calendar' form.
Right click in the 'Appointment Grid' and click [Add Appointment].
Enter the desired service code in the 'Service Code' field.
Enter "Client A" in the 'Client' field.
Select the desired value in the 'Episode Number' field.
Validate "Program A" is selected in the 'Program' field.
Select "Location B" in the 'Location' field.
Fill out all required fields.
Click [Submit].
Validate successful submission.
Validate the scheduled appointment is added to the 'Scheduling Calendar' form.
Log into Bells Notes with existing login credentials.
Click the 'Agenda' section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar.
Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes.
Click [Start Note] and verify the existence of the 'Session Information' window.
Fill out all required fields and select the desired note type.
Validate user is able to start a note successfully.
Verify the existence of "Client A" in the client header when note is started.
Fill out all required fields.
Click [Sign Note].
Validate the Sign Note' dialog is displayed.
Enter the pin for "User A" in the 'Pin' field and click [Sign].
Validate a message is displayed stating: Note Signed Successfully.
Log into myAvatar as [UserA].
Select "Client A" and navigate to the 'Progress Notes' widget.
Validate the finalized progress note signed in Bells Notes is displayed with all progress note information, including the correct location (Location B).

Topics

• Progress Notes