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Avatar CareFabric 2022 Update 97

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Product Requirements / Recommendations

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Product Update Form Description

Avatar CareFabric is enhanced to support other products and modules.

Included Updates

2, 3, 4, 5, 7, 8, 9, 11, 12, 13, 14, 15, 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, 76, 77, 78, 80, 81, 83, 85, 86, 87, 91, 93, 96

Required Updates

None

Details
NEW7 CHANGED0 FIXED0
New (7)
Bells Notes Integration - Appointments
The 'AppointmentCreated' and 'AppointmentUpdated' SDK events are enhanced to support the co-practitioner and group ID fields for Bells Notes Integration.
Value Added: Support for Bells Notes Integration
Topics
• CareFabric • Scheduling Calendar
 
Bells Notes Integration - Group Members
The 'ListGroup' and 'GetGroup' SDK actions are added which return a list of all groups in the system along with its members.
Value Added: Support for Bells Notes Integration
Topics
• CareFabric
 
Bells Notes Integration - Progress Notes
The 'GetProgressNote' and 'PutProgressNote' SDK actions are enhanced to support the 'GroupID' field for Bells Notes Integration.
Value Added: Support for Bells Notes Integration
Topics
• CareFabric • Progress Notes
 
MedNote Integration - Unsigned Appointment Count
The 'SearchAppointment' SDK action is enhanced to return the unsigned visit numbers for the organization and each note type to support MedNote CarePOV.
Value Added: Support for the count of unsigned appointment for the organization and each note type in Medical Note
Topics
• CareFabric • Medical Note • Note Type
 
MedNote Integration - Note Types
The 'GetValueSet' SDK action is enhanced to return a list of note types in Medical Note by passing the 'Use with Primary Care' filter attributes when the Provider creates a new note.
Value Added: Avatar CareFabric is enhanced to add filter for note types when a Provider creates a new note in Medical Note
Topics
• CareFabric • Medical Note • Note Type
 
Bells Notes Integration - 'ListValueSet' and 'GetValueSet' SDK actions
The 'ListValueSet' and 'GetValueSet' SDK actions are enhanced to return a list of available Progress Notes form IDs with an indication of whether or not Document Routing is enabled on the forms.
Value Added: Support for Bells Notes Integration
Topics
• CareFabric • Progress Notes
 
Bells Notes Integration - Service Strategy Codes
The 'Get/ListValueSet' and 'Get/PutProgressNote' SDK actions are enhanced to return the service strategy codes for Bells Notes Integration.
Value Added: Support for Bells Notes Integration
Topics
• CareFabric • Progress Notes
 
Acceptance Tests
AV-79726 Summary | Details
Bells Notes Integration - Appointments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
  • Scheduling Calendar
Scenario 1: Create an appointment and validate the 'AppointmentCreated' SDK event is raised
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Multiple practitioners are defined with hours for scheduling (Practitioner A, Practitioner B and Practitioner C).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Set the 'Service Code' field to the desired service code.
  4. Set the 'Client' field to "Client A".
  5. Select the desired value in the 'Episode Number' field.
  6. Set the 'Practitioner' field to "Practitioner A".
  7. Select the desired location in the 'Location' field.
  8. Set the 'First Co-Practitioner' field to "Practitioner B".
  9. Set the 'Second Co-Practitioner' field to "Practitioner C".
  10. Fill out all required fields.
  11. Click [Submit].
  12. Validate successful submission.
  13. Validate the scheduled appointment is added to the 'Scheduling Calendar' form.
  14. Access the 'CareFabric Monitor' form.
  15. Enter the current date in the 'From Date' field.
  16. Enter the current date in the 'Through Date' field.
  17. Enter "Client A" in the 'Client ID' field.
  18. Click [View Activity Log].
  19. Select "AppointmentCreated" in the 'Activity Type' field.
  20. Click [Click to View Record].
  21. Validate the 'appointmentID' - 'humanReadableValue' - 'id' field contains the scheduled appointment ID.
  22. Validate the 'scheduledProviderIDs' - 'humanReadableValue' - 'id' field contains the name and ID for the co-practitioners.
  23. Validate the 'scheduledProviderIDs' - 'humanReadableValue' - 'id' field contains the name and ID for "Practitioner A".
  24. Validate the 'scheduledProviderIDs' - 'humanReadableValue' - 'id' field contains the name and ID for "Practitioner B".
  25. Validate the 'scheduledProviderIDs' - 'humanReadableValue' - 'id' field contains the name and ID for "Practitioner C".
  26. Close the report and the form.
Scenario 2: Create & delete a group appointment and validate the 'AppointmentCreated' and 'AppointmentDeleted' SDK events are raised for all group members
Specific Setup:
  • A group (Group A) is defined with two clients (Client A & Client B).
  • Multiple practitioners are defined with hours for scheduling (Practitioner A, Practitioner B and Practitioner C).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Set the 'Service Code' field to the desired group service code.
  4. Set the 'Practitioner' field to "Practitioner A".
  5. Select the desired location in the 'Location' field.
  6. Set the 'First Co-Practitioner' field to "Practitioner B".
  7. Set the 'Second Co-Practitioner' field to "Practitioner C".
  8. Set the 'Group #' field to "Group A".
  9. Fill out all required fields.
  10. Click [Submit].
  11. Validate successful submission.
  12. Validate the scheduled group appointment is added to the 'Scheduling Calendar' form.
  13. Access the 'CareFabric Monitor' form.
  14. Enter the current date in the 'From Date' field.
  15. Enter the current date in the 'Through Date' field.
  16. Enter "Client A" in the 'Client ID' field.
  17. Click [View Activity Log].
  18. Select "AppointmentCreated" in the 'Activity Type' field.
  19. Click [Click to View Record].
  20. Validate the 'appointmentID' - 'humanReadableValue' - 'id' field contains the scheduled group appointment ID.
  21. Validate the 'groupID' - 'humanReadableValue' - 'id' field contains the group ID for "Group A".
  22. Validate the 'scheduledProviderIDs' - 'humanReadableValue' - 'id' field contains the name and ID for the co-practitioners.
  23. Validate the 'scheduledProviderIDs' - 'humanReadableValue' - 'id' field contains the name and ID for "Practitioner A".
  24. Validate the 'scheduledProviderIDs' - 'humanReadableValue' - 'id' field contains the name and ID for "Practitioner B".
  25. Validate the 'scheduledProviderIDs' - 'humanReadableValue' - 'id' field contains the name and ID for "Practitioner C".
  26. Close the report.
  27. Enter "Client B" in the 'Client ID' field.
  28. Click [View Activity Log].
  29. Select "AppointmentCreated" in the 'Activity Type' field.
  30. Click [Click to View Record].
  31. Validate the 'appointmentID' - 'humanReadableValue' - 'id' field contains the scheduled group appointment ID.
  32. Validate the 'groupID' - 'humanReadableValue' - 'id' field contains the group ID for "Group A".
  33. Validate the 'scheduledProviderIDs' - 'humanReadableValue' - 'id' field contains the name and ID for the co-practitioners.
  34. Validate the 'scheduledProviderIDs' - 'humanReadableValue' - 'id' field contains the name and ID for "Practitioner A".
  35. Validate the 'scheduledProviderIDs' - 'humanReadableValue' - 'id' field contains the name and ID for "Practitioner B".
  36. Validate the 'scheduledProviderIDs' - 'humanReadableValue' - 'id' field contains the name and ID for "Practitioner C".
  37. Close the report and the form.
Topics
• CareFabric • Scheduling Calendar
AV-81646 Summary | Details
Bells Notes Integration - Group Members
Scenario 1: Validate the 'ListGroup' SDK action
Steps
  • Internal testing only.
Scenario 2: Validate the 'GetGroup' SDK action
Steps
  • Internal testing only.
Topics
• CareFabric
AV-81647 Summary | Details
Bells Notes Integration - Progress Notes
Scenario 1: Validate the 'PutProgressNote' SDK action
Steps

Internal testing only.

Scenario 2: Validate the 'GetProgressNote' SDK action
Steps

Internal testing only.
Topics
• CareFabric • Progress Notes
AV-82442 Summary | Details
MedNote Integration - Unsigned Appointment Count
Scenario 1: Validate the 'SearchAppointment' SDK action
Steps

Internal testing only.
Topics
• CareFabric • Medical Note • Note Type
AV-82462 Summary | Details
MedNote Integration - Note Types
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Finalize.CPT Selection
  • Finalize.Note Details
  • Finalize.Note Summary
Scenario 1: MedNote Inpatient Workflow - CareFabric filters "Note Type" in Medical Note
Specific Setup:
  • User with Provider login credentials.
  • Client admitted into an inpatient episode.
  • Client admitted into a psychiatry episode.
  • A practitioner (Practitioner A) must be associated with the selected user and is assigned practitioner category in the 'Practitioner Category' field. This must be done in the 'Practitioner Enrollment' form.
  • The "Medical Doctor" is selected in the 'Practitioner Category' field for "Practitioner A"
  • User has access to the 'Dictionary Update-CWS' form:
  • A note type (Note Type A) must be defined for Primary Care note with the 'Use with Primary Care' field set to "Yes" and the same practitioner category associated with the selected user is selected in the 'Practitioner Category' field (Medical Doctor)
  • A note type (Note Type B) must be defined for non Primary Care note with the 'Use with Primary Care' field set to "No" and the same practitioner category associated with the selected user is selected in the 'Practitioner Category' field (Medical Doctor)
  • A note type (Note Type C) must be defined with the 'Practitioner Category' field set to blank
  • User has access to the 'Registry Settings-CWS' form:
  • The 'Avatar CWS->Progress Notes->Ambulatory (Medical Diagnosis)->Limit Note Types By Practitioner Category' registry setting is set to "Y".
  • The 'Avatar CWS->Progress Notes->Inpatient (Medical Diagnosis)->Limit Note Types By Practitioner Category' registry setting is set to "Y".
Steps
  1. Log into Avatar with "Primary Care Provider" login credentials.
  2. Select the "Medical Note" widget.
  3. Select a client admitted into a primary care episode.
  4. Click [Add Note].
  5. Select the "Primary Care" episode from the "Episode" drop-down.
  6. Complete the "Site" and "Service Code" fields.
  7. Select the "Note Type" drop-down.
  8. Validate the only options displayed have matching "Practitioner Category" fields and "Use with Primary Care" = "Y".
  9. Select "Note Type A".
  10. Click [Save].
  11. Click the "Finalize" tab.
  12. Navigate to the "Note Type" drop-down.
  13. Validate the only options displayed have matching "Practitioner Category" fields and "Use with Primary Care" = "Y".
  14. Complete Note.
  15. Select a client admitted into an inpatient episode.
  16. Click [Add Note].
  17. Select the "Inpatient" episode from the "Episode" drop-down.
  18. Complete the "Site" and "Service Code" fields.
  19. Select the "Note Type" drop-down.
  20. Validate the only options displayed have matching "Practitioner Category" fields and "Use with Primary Care" = "N".
  21. Select "Note Type B".
  22. Click [Save].
  23. Click the "Finalize" tab.
  24. Navigate to the "Note Type" drop-down.
  25. Validate the only options displayed have matching "Practitioner Category" fields and "Use with Primary Care" = "N".
  26. Complete Note.
Topics
• CareFabric • Medical Note • Note Type
AV-84680 Summary | Details
Bells Notes Integration - 'ListValueSet' and 'GetValueSet' SDK actions
Scenario 1: Progress Notes - Validate the 'ListValueSet' SDK action
Steps

Internal testing only.

Scenario 2: Progress Notes - Validate the 'GetValueSet' SDK action
Steps

Internal testing only.
Topics
• CareFabric • Progress Notes
AV-84702 Summary | Details
Bells Notes Integration - Service Strategy Codes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Ambulatory Progress Notes (Diagnosis Entry)
  • HomeView - My To Do's widget
Scenario 1: Ambulatory Progress Notes - Service Strategy Codes
Specific Setup:
  • Have two users: [UserA] and [UserB]
  • Both users have the "My To Do's" widget on their home view.
  • [UserA] is defined with the following:
  • An associated staff member ("Staff Member A").
  • User with existing client admitted ("Client A").
  • Document Routing is enabled in the 'Document Routing Setup' form for 'Ambulatory Progress Notes (Diagnosis Entry)' form.
  • "Avatar PM->Services->->->->Enable Evidence Based Practice Fields" registry setting is set to "Y".
  • One or more service strategy dictionary codes defined in CWS (10560) "Evidence-Based Practices / Service Strategies (CSI)" with selected values.
  • [UserB] with an associated staff member ("Staff Member B").
Steps
  1. Access the 'Ambulatory Progress Notes (Diagnosis Entry)' form.
  2. Select "ClientA" in the 'Select Client' field.
  3. Select "New Service" in the 'Progress Note For' field.
  4. Set the 'Date of Service' field to any date.
  5. Select the desired value in the 'Service Charge Code' field.
  6. Select the desired value in the 'Location' field.
  7. Select the desired value in the 'Note Type' field.
  8. Enter the desired value in the 'Notes Field' field.
  9. Select the desired value in the 'Evidence Based Practices' field.
  10. Complete the required fields.
  11. Select "Final" in the 'Draft/Final' field.
  12. Click [Submit].
  13. Validate that the 'Confirm Document' dialog is displayed with the progress note data, including an electronic signature at the bottom for "Staff Member A" as the Author.
  14. Click [Accept and Route].
  15. Enter the desired value in the 'Password' field.
  16. Click [OK].
  17. Validate the 'Route Document To' dialog is displayed.
  18. Search for "Staff Member B" in the "Add Approver" field.
  19. Click [Add].
  20. Validate "Staff Member B" is added as an "Approver" and the "Approver" check box is selected.
  21. Click [Submit].
  22. Log in as [UserB] and navigate to the "My To Do's" widget.
  23. Validate there is a To-Do for the progress note filed in the previous steps.
  24. Click [Approve Document].
  25. Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Staff Member A" as Author and "Staff Member B" as Final Approver.
  26. Click [Accept].
  27. Enter the password for "User B" in the 'Verify Password' dialog and click [OK].
  28. Validate the To-Do is no longer displayed.
  29. Log in as [UserA] and navigate to the "Progress Notes" widget.
  30. Select "ClientA" in the 'Select Client' field.
  31. Locate the note that was just finalized in the previous steps.
  32. Validate the saved strategy service codes are displayed under the "Evidence Based Practices" section.
Topics
• CareFabric • Progress Notes