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Avatar CareFabric 2023 Monthly Release 2023.00.00 Acceptance Tests

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Update 1 Summary | Details
Avatar CareFabric 2023 is Installed
Scenario 1: Validate Upgrading Avatar CareFabric 2022 to 2023 is successful when 2022.04.00 is loaded
Specific Setup:
  • Latest Monthly Release is installed.
Steps
  1. Open the "Product Updates" form.
  2. Select the appropriate [Namespace] from the Application dropdown list
  3. Click [Select Update/Customization Pack].
  4. Browse to the location for the updates and select the Update 1.
  5. Click [OK] on the "File Upload Complete" window.
  6. Click [Review Update/Customization Pack Contents].
  7. Verify Update 1 is included.
  8. Click [Install Update/Customization Pack].
  9. Click [OK] when the install completes.
  10. Click [Close Form].
Topics
• Upgrade
2022 Update 101 Summary | Details
Avatar CareFabric - 'GetClient' SDK action
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Dynamic Form - Admission - Select Matching Client Record
Scenario 1: Validate the 'GetClient' SDK action
Steps

Internal testing only.

Avatar CareFabric - 'GetProvider' SDK action
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Practitioner Enrollment
Scenario 1: Validate the 'GetProvider' SDK action
Steps

Internal testing only.
Topics
• CareFabric
2022 Update 102 Summary | Details
Avatar CareFabric - 'Clinical Notes Mapping'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Health and Review of Systems
  • Ambulatory Progress Notes
  • Progress Notes (Group and Individual)
  • Final to Draft Override (PM)
  • Product Final to Draft Override
Scenario 1: Clinical Notes Mapping - Ambulatory Progress Notes - Validate the 'ClinicalNoteFinalized' SDK event
Specific Setup:
  • A client is enrolled in an outpatient episode (Client A).
  • The 'Ambulatory Progress Notes' form is flagged in the 'Flag Assessment Forms' form.
Steps
  1. Access the 'Clinical Notes Mapping' form.
  2. Select "Clinical Summary" in the 'Type of CCDA Document' field.
  3. Select "[Avatar CWS] Ambulatory Progress Notes (CWS7001)" in the 'Care Record Form to Map' field.
  4. Select "Activities" in the 'Note Type to Map' field.
  5. Validate the 'CCDA Document Title' field contains "Clinical Summary".
  6. Select "Allergies and Intolerances" in the 'Standard Sections To Include To CCD' field.
  7. Select "Yes" in the 'Enabled' field.
  8. Click [New Row] in the 'Field Settings' grid.
  9. Select "Health Concerns" in the 'CCDA Field Name' field.
  10. Select "[Avatar CWS] Health and Review of Systems (CWS42000)" in the 'Care Record Form/Assessment' field.
  11. Select "Family History" in the 'Care Record Field Name' field.
  12. Click [Submit] and close the form.
  13. Select "Client A" and access the 'Health and Review of Systems' form.
  14. Enter the current date in the 'Assessing Date' field.
  15. Select the desired value in the 'Type of Client' field.
  16. Enter the desired value in the 'Family History' field.
  17. Select the desired value in the 'Include In Syndromic Reporting' field.
  18. Populate any other desired fields.
  19. Select "Final" in the 'Draft/Final' field.
  20. Click [Submit] and close the form.
  21. Select "Client A" and access the 'Ambulatory Progress Notes' form.
  22. Select "Independent Note" in the 'Progress Note For' field.
  23. Select "Activities" in the 'Note Type' field.
  24. Enter the desired value in the 'Notes Field' field.
  25. Validate the 'Are you releasing to myHealthPointe or External providers?' field is visible and required. Please note: this field will only become visible when a note type that is mapped in the 'Clinical Notes Mapping' form is selected for the progress note form being used.
  26. Select "None" in the 'Are you releasing to myHealthPointe or External providers?' field.
  27. Select "Final" in the 'Draft/Final' field.
  28. Click [Submit] and close the form.
  29. Access the 'CareFabric Monitor' form.
  30. Enter the current date in the 'From Date' and 'Through Date' fields.
  31. Select "Client A" in the 'Client ID' field.
  32. Select "ClinicalNoteFinalized" in the 'Event/Action Search' field.
  33. Click [View Activity Log].
  34. Validate a 'ClinicalNoteFinalized' record is displayed.
  35. Click [Click To View Record].
  36. Validate the 'documentDescription' field contains "Clinical Summary".
  37. Validate the 'documentID' - 'id' field contains a unique identifier.
  38. Validate the 'documentTitle' field contains "Clinical Summary".
  39. Validate the 'healthConcerns' field contains the 'Family History' filed in the 'Health and Review of Systems' form.
  40. Validate the 'includedSectionCodes' - 'code' field contains "Allergies and Intolerances".
  41. Validate the 'includedSectionCodes' - 'displayName' field contains "Allergies and Intolerances".
  42. Validate the 'isReleaseExternal' field contains "false".
  43. Validate the 'isReleaseToPatient' field contains "false".
  44. Close the report and the form.
Scenario 2: Clinical Notes Mapping - Progress Notes (Group and Individual) - Validate the 'ClinicalNoteFinalized' SDK event
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • The 'Progress Notes (Group and Individual)' form is flagged in the 'Flag Assessment Forms' form.
Steps
  1. Access the 'Clinical Notes Mapping' form.
  2. Select "Progress Note" in the 'Type of CCDA Document' field.
  3. Select "[Avatar CWS] Progress Notes (Group and Individual) (CWSPN22000)" in the 'Care Record Form to Map' field.
  4. Select "Activities" in the 'Note Type to Map' field.
  5. Validate the 'CCDA Document Title' field contains "Progress Note".
  6. Select "Social History" in the 'Standard Sections To Include To CCD' field.
  7. Select "Yes" in the 'Enabled' field.
  8. Click [New Row] in the 'Field Settings' grid.
  9. Select "History of Present Illness" in the 'CCDA Field Name' field.
  10. Select "[Avatar CWS] Health and Review of Systems (CWS42000)" in the 'Care Record Form/Assessment' field.
  11. Select "Past History" in the 'Care Record Field Name' field.
  12. Click [Submit] and close the form.
  13. Select "Client A" and access the 'Health and Review of Systems' form.
  14. Enter the current date in the 'Assessing Date' field.
  15. Select the desired value in the 'Type of Client' field.
  16. Enter the desired value in the 'Past History' field.
  17. Select the desired value in the 'Include In Syndromic Reporting' field.
  18. Populate any other desired fields.
  19. Select "Final" in the 'Draft/Final' field.
  20. Click [Submit] and close the form.
  21. Access the 'Progress Notes (Group and Individual)' form.
  22. Select "Client A" in the 'Select Client' field.
  23. Select the existing episode in the 'Select Episode' field.
  24. Select "New Service" in the 'Progress Note For' field.
  25. Select "Activities" in the 'Note Type' field.
  26. Enter the desired value in the 'Notes Field' field.
  27. Select the desired practitioner in the 'Practitioner' field.
  28. Enter the current date in the 'Date Of Service' field.
  29. Select the desired service code in the 'Service Charge Code' field.
  30. Validate the 'Are you releasing to myHealthPointe or External providers?' field is visible and required. Please note: this field will only become visible when a note type that is mapped in the 'Clinical Notes Mapping' form is selected for the progress note form being used.
  31. Select "External" in the 'Are you releasing to myHealthPointe or External providers?' field.
  32. Select "Final" in the 'Draft/Final' field.
  33. Click [File Note].
  34. Validate a message is displayed stating: Note Filed.
  35. Click [OK] and close the form.
  36. Access the 'CareFabric Monitor' form.
  37. Enter the current date in the 'From Date' and 'Through Date' fields.
  38. Select "Client A" in the 'Client ID' field.
  39. Select "ClinicalNoteFinalized" in the 'Event/Action Search' field.
  40. Click [View Activity Log].
  41. Validate a 'ClinicalNoteFinalized' record is displayed.
  42. Click [Click To View Record].
  43. Validate the 'documentDescription' field contains "Progress Note".
  44. Validate the 'documentID' - 'id' field contains a unique identifier.
  45. Validate the 'documentTitle' field contains "Progress Note".
  46. Validate the 'historyOfPresentIllness' field contains the 'Past History' filed in the 'Health and Review of Systems' form.
  47. Validate the 'includedSectionCodes' - 'code' field contains "Social History".
  48. Validate the 'includedSectionCodes' - 'displayName' field contains "Social History".
  49. Validate the 'isReleaseExternal' field contains "true".
  50. Validate the 'isReleaseToPatient' field contains "false".
  51. Close the report and the form.
Scenario 3: Clinical Notes Mapping - Inpatient Progress Notes - Validate the 'ClinicalNoteFinalized' SDK event
Specific Setup:
  • A client is enrolled in an inpatient episode (Client A).
  • The 'Inpatient Progress Notes' form is flagged in the 'Flag Assessment Forms' form.
Steps
  1. Access the 'Clinical Notes Mapping' form.
  2. Select "Clinical Summary" in the 'Type of CCDA Document' field.
  3. Select "[Avatar CWS] Inpatient Progress Notes (CWS7000)" in the 'Care Record Form to Map' field.
  4. Select "Activities" in the 'Note Type to Map' field.
  5. Validate the 'CCDA Document Title' field contains "Clinical Summary".
  6. Select "Allergies and Intolerances" in the 'Standard Sections To Include To CCD' field.
  7. Select "Yes" in the 'Enabled' field.
  8. Click [New Row] in the 'Field Settings' grid.
  9. Select "Chief Complaint" in the 'CCDA Field Name' field.
  10. Select "[Avatar CWS] Health and Review of Systems (CWS42000)" in the 'Care Record Form/Assessment' field.
  11. Select "Chief Complaint" in the 'Care Record Field Name' field.
  12. Click [Submit] and close the form.
  13. Select "Client A" and access the 'Health and Review of Systems' form.
  14. Enter the current date in the 'Assessing Date' field.
  15. Select the desired value in the 'Type of Client' field.
  16. Enter the desired value in the 'Chief Complaint' field.
  17. Select the desired value in the 'Include In Syndromic Reporting' field.
  18. Populate any other desired fields.
  19. Select "Final" in the 'Draft/Final' field.
  20. Click [Submit] and close the form.
  21. Select "Client A" and access the 'Inpatient Progress Notes' form.
  22. Select "Independent Note" in the 'Progress Note For' field.
  23. Select "Activities" in the 'Note Type' field.
  24. Enter the desired value in the 'Notes Field' field.
  25. Validate the 'Are you releasing to myHealthPointe or External providers?' field is visible and required. Please note: this field will only become visible when a note type that is mapped in the 'Clinical Notes Mapping' form is selected for the progress note form being used.
  26. Select "Both" in the 'Are you releasing to myHealthPointe or External providers?' field.
  27. Select "Final" in the 'Draft/Final' field.
  28. Click [Submit] and close the form.
  29. Access the 'CareFabric Monitor' form.
  30. Enter the current date in the 'From Date' and 'Through Date' fields.
  31. Select "Client A" in the 'Client ID' field.
  32. Select "ClinicalNoteFinalized" in the 'Event/Action Search' field.
  33. Click [View Activity Log].
  34. Validate a 'ClinicalNoteFinalized' record is displayed.
  35. Click [Click To View Record].
  36. Validate the 'chiefComplaint' field contains the 'Chief Complaint' filed in the 'Health and Review of Systems' form.
  37. Validate the 'documentDescription' field contains "Clinical Summary".
  38. Validate the 'documentID' - 'id' field contains a unique identifier.
  39. Validate the 'documentTitle' field contains "Clinical Summary".
  40. Validate the 'includedSectionCodes' - 'code' field contains "Allergies and Intolerances".
  41. Validate the 'includedSectionCodes' - 'displayName' field contains "Allergies and Intolerances".
  42. Validate the 'isReleaseExternal' field contains "true".
  43. Validate the 'isReleaseToPatient' field contains "true".
  44. Close the report and the form.
Scenario 4: Final To Draft Override - Validate the 'ClinicalNoteFinalized' SDK event
Specific Setup:
  • A modeled PM form is defined (Form A) and contains the following fields:
  • 'Notes Field' scrolling free text field
  • 'Draft/Final' field
  • "Form A" is flagged in the 'Flag Assessment Forms' form.
Steps
  1. Access the 'Clinical Notes Mapping' form.
  2. Select "Clinical Summary" in the 'Type of CCDA Document' field.
  3. Select "Form A" in the 'Care Record Form to Map' field.
  4. Validate the 'CCDA Document Title' field contains "Clinical Summary".
  5. Select the desired value in the 'Standard Sections To Include To CCD' field.
  6. Select "Yes" in the 'Enabled' field.
  7. Click [New Row] in the 'Field Settings' grid.
  8. Select "Chief Complaint" in the 'CCDA Field Name' field.
  9. Select "Form A" in the 'Care Record Form/Assessment' field.
  10. Select "Notes Field" in the 'Care Record Field Name' field.
  11. Click [Submit] and close the form.
  12. Select "Client A" and access "Form A".
  13. Populate all required and desired fields.
  14. Enter the desired value in the 'Notes Field' field.
  15. Select "Final" in the 'Draft/Final' field.
  16. Click [Submit].
  17. Access the 'CareFabric Monitor' form.
  18. Enter the current date in the 'From Date' and 'Through Date' fields.
  19. Select "Client A" in the 'Client ID' field.
  20. Select "ClinicalNoteFinalized" in the 'Event/Action Search' field.
  21. Click [View Activity Log].
  22. Validate a 'ClinicalNoteFinalized' record is displayed.
  23. Click [Click To View Record].
  24. Validate the 'chiefComplaint' field contains the 'Notes Field' value filed in "Form A".
  25. Close the report and the form.
  26. Access the 'Final to Draft Override' form.
  27. Select "Form A" in the 'Form' field.
  28. Select "Client A" in the 'Entity Lookup' field.
  29. Click [Select Row].
  30. Select the finalized record filed in the previous steps and click [OK].
  31. Validate the 'Row Contents' field contains the data filed in the previous steps.
  32. Enter the desired value in the 'Override Reason' field.
  33. Click [Submit].
  34. Access the 'CareFabric Monitor' form.
  35. Enter the current date in the 'From Date' and 'Through Date' fields.
  36. Select "Client A" in the 'Client ID' field.
  37. Select "ClinicalNoteFinalized" in the 'Event/Action Search' field.
  38. Click [View Activity Log].
  39. Validate a 'ClinicalNoteFinalized' record is displayed.
  40. Click [Click To View Record].
  41. Validate the 'voidedDate' field contains the current date.
  42. Close the report and the form.
  43. Select "Client A" and access "Form A".
  44. Select the record filed in the previous steps and click [Edit].
  45. Validate "Draft" is now selected in the 'Draft/Final' field.
  46. Close the form.
Scenario 5: Product Final To Draft Override - Validate the 'Clinical Note Finalized' SDK event
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • The 'Progress Notes (Group and Individual)' form is flagged in the 'Flag Assessment Forms' form.
Steps
  1. Access the 'Clinical Notes Mapping' form.
  2. Select "Progress Note" in the 'Type of CCDA Document' field.
  3. Select "[Avatar CWS] Progress Notes (Group and Individual) (CWSPN22000)" in the 'Care Record Form to Map' field.
  4. Select "Activities" in the 'Note Type to Map' field.
  5. Validate the 'CCDA Document Title' field contains "Progress Note".
  6. Select "Social History" in the 'Standard Sections To Include To CCD' field.
  7. Select "Yes" in the 'Enabled' field.
  8. Click [New Row] in the 'Field Settings' grid.
  9. Select "History of Present Illness" in the 'CCDA Field Name' field.
  10. Select "[Avatar CWS] Health and Review of Systems (CWS42000)" in the 'Care Record Form/Assessment' field.
  11. Select "Past History" in the 'Care Record Field Name' field.
  12. Click [Submit] and close the form.
  13. Select "Client A" and access the 'Health and Review of Systems' form.
  14. Enter the current date in the 'Assessing Date' field.
  15. Select the desired value in the 'Type of Client' field.
  16. Enter the desired value in the 'Past History' field.
  17. Select the desired value in the 'Include In Syndromic Reporting' field.
  18. Populate any other desired fields.
  19. Select "Final" in the 'Draft/Final' field.
  20. Click [Submit] and close the form.
  21. Access the 'Progress Notes (Group and Individual)' form.
  22. Select "Client A" in the 'Select Client' field.
  23. Select the existing episode in the 'Select Episode' field.
  24. Select "New Service" in the 'Progress Note For' field.
  25. Select "Activities" in the 'Note Type' field.
  26. Enter the desired value in the 'Notes Field' field.
  27. Select the desired practitioner in the 'Practitioner' field.
  28. Enter the current date in the 'Date Of Service' field.
  29. Select the desired service code in the 'Service Charge Code' field.
  30. Validate the 'Are you releasing to myHealthPointe or External providers?' field is visible and required. Please note: this field will only become visible when a note type that is mapped in the 'Clinical Notes Mapping' form is selected for the progress note form being used.
  31. Select "External" in the 'Are you releasing to myHealthPointe or External providers?' field.
  32. Select "Final" in the 'Draft/Final' field.
  33. Click [File Note].
  34. Validate a message is displayed stating: Note Filed.
  35. Click [OK] and close the form.
  36. Access the 'CareFabric Monitor' form.
  37. Enter the current date in the 'From Date' and 'Through Date' fields.
  38. Select "Client A" in the 'Client ID' field.
  39. Select "ClinicalNoteFinalized" in the 'Event/Action Search' field.
  40. Click [View Activity Log].
  41. Validate a 'ClinicalNoteFinalized' record is displayed.
  42. Click [Click To View Record].
  43. Validate the 'documentDescription' field contains "Progress Note".
  44. Validate the 'documentID' - 'id' field contains a unique identifier.
  45. Validate the 'documentTitle' field contains "Progress Note".
  46. Validate the 'historyOfPresentIllness' field contains the 'Past History' filed in the 'Health and Review of Systems' form.
  47. Validate the 'includedSectionCodes' - 'code' field contains "Social History".
  48. Validate the 'includedSectionCodes' - 'displayName' field contains "Social History".
  49. Validate the 'isReleaseExternal' field contains "true".
  50. Validate the 'isReleaseToPatient' field contains "false".
  51. Close the report and the form.
  52. Access the 'Product Final to Draft Override' form.
  53. Select "Progress Notes (Group and Individual)" in the 'Option' field.
  54. Select "Client A" in the 'Entity Lookup' field.
  55. Select the desired episode in the 'Episode Number' field.
  56. Click [Select Row].
  57. Select the finalized note filed in the previous steps and click [OK].
  58. Enter the desired value in the 'Override Reason' field.
  59. Click [Submit] and close the form.
  60. Access the 'CareFabric Monitor' form.
  61. Enter the current date in the 'From Date' and 'Through Date' fields.
  62. Select "Client A" in the 'Client ID' field.
  63. Select "ClinicalNoteFinalized" in the 'Event/Action Search' field.
  64. Click [View Activity Log].
  65. Validate a 'ClinicalNoteFinalized' record is displayed.
  66. Click [Click To View Record].
  67. Validate the 'voidedDate' field contains the current date.
  68. Close the report and the form.
  69. Access the 'Progress Notes (Group and Individual)' form.
  70. Select "Client A" in the 'Select Client' field.
  71. Validate the 'Select Draft Note To Edit' field contains the note reverted to draft in the previous steps.
  72. Select the draft note and validate all previously filed data is displayed.
  73. Close the form.
Review Results - 'ClinicalNoteFinalized' SDK event
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Results Entry
  • Review Results
  • Review Results (CLIENT)
Scenario 1: Review Results - Validate the 'ClinicalNoteFinalized' SDK event
Specific Setup:
  • A client is enrolled in an existing episode and has lab results on file (Client A).
Steps
  1. Access the 'Review Results' form.
  2. Select "Client A" in the 'Client ID' field.
  3. Select the lab results on file in the 'Select Results' field.
  4. Enter the desired value in the 'Comments' field.
  5. Populate any other desired fields.
  6. Click [Submit] and close the form.
  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 "ClinicalNoteFinalized" in the 'Event/Action Search' field.
  11. Click [View Activity Log].
  12. Validate a "ClinicalNoteFinalized" record is displayed, triggered from the 'Review Results' form.
  13. Click [Click To View Record].
  14. Validate the 'clientID' - 'id' field contains "Client A".
  15. Validate the 'clinicalNotes' - 'notes' field contains the value entered in the 'Comments' field in the previous steps.
  16. Validate the 'notingProviderID' - 'id' field contains the logged in user.
  17. Validate the 'documentDescription' field contains "LAB".
  18. Validate the 'documentTitle' field contains "LAB".
  19. Close the report and the form.
'ClinicalNoteFinalized' SDK event - 'Diagnosis' section
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Ambulatory Progress Notes (Diagnosis Entry)
  • Inpatient Progress Notes (Diagnosis Entry)
Scenario 1: Clinical Notes Mapping - Ambulatory Progress Notes (Diagnosis Entry) - Validate the 'ClinicalNoteFinalized' SDK event
Specific Setup:
  • A client is enrolled in an outpatient episode (Client A).
  • The 'Ambulatory Progress Notes (Diagnosis Entry)' form is flagged in the 'Flag Assessment Forms' form.
Steps
  1. Access the 'Clinical Notes Mapping' form.
  2. Select "Consultation Note" in the 'Type of CCDA Document' field.
  3. Select "[Avatar CWS] Ambulatory Progress Notes (Diagnosis Entry) (CWS7003)" in the 'Care Record Form to Map' field.
  4. Select "Activities" in the 'Note Type to Map' field.
  5. Validate the 'CCDA Document Title' field contains "Consultation Note".
  6. Select "Discharge Diagnosis" in the 'Standard Sections To Include To CCD' field.
  7. Select "Yes" in the 'Enabled' field.
  8. Click [New Row] in the 'Field Settings' grid.
  9. Select "Progress Note" in the 'CCDA Field Name' field.
  10. Select "[Avatar CWS] Ambulatory Progress Notes (Diagnosis Entry) (CWS7003)" in the 'Care Record Form/Assessment' field.
  11. Select "Notes Field" in the 'Care Record Field Name' field.
  12. Click [Submit] and close the form.
  13. Select "Client A" and access the 'Ambulatory Progress Notes (Diagnosis Entry)' form.
  14. Select "New Service" in the 'Progress Note For' field.
  15. Select "Activities" in the 'Note Type' field.
  16. Enter the desired value in the 'Notes Field' field.
  17. Enter the current date in the 'Date Of Service' field.
  18. Enter the desired service code in the 'Service Charge Code' field.
  19. Select the desired value in the 'Diagnosis 1' field.
  20. Validate the 'Are you releasing to myHealthPointe or External providers?' field is visible and required. Please note: this field will only become visible when a note type that is mapped in the 'Clinical Notes Mapping' form is selected for the progress note form being used.
  21. Select "myHealthPointe" in the 'Are you releasing to myHealthPointe or External providers?' field.
  22. Select "Final" in the 'Draft/Final' field.
  23. Click [Submit] and close the form.
  24. Access the 'CareFabric Monitor' form.
  25. Enter the current date in the 'From Date' and 'Through Date' fields.
  26. Select "Client A" in the 'Client ID' field.
  27. Select "ClinicalNoteFinalized" in the 'Event/Action Search' field.
  28. Click [View Activity Log].
  29. Validate a 'ClinicalNoteFinalized' record is displayed.
  30. Click [Click To View Record].
  31. Validate the 'clinicalNotes' - 'notes' field contains the value entered in the 'Notes Field' in the previous steps.
  32. Validate the 'diagnoses' section is populated with the information for the 'Diagnosis 1' value selected in the previous steps.
  33. Validate the 'documentDescription' field contains "Consultation Note".
  34. Validate the 'documentID' - 'id' field contains a unique identifier.
  35. Validate the 'documentTitle' field contains "Consultation Note".
  36. Validate the 'includedSectionCodes' - 'code' field contains "Discharge Diagnosis".
  37. Validate the 'includedSectionCodes' - 'displayName' field contains "Discharge Diagnosis".
  38. Validate the 'isReleaseExternal' field contains "false".
  39. Validate the 'isReleaseToPatient' field contains "true".
  40. Close the report and the form.
Scenario 2: Clinical Notes Mapping - Inpatient Progress Notes (Diagnosis Entry) - Validate the 'ClinicalNoteFinalized' SDK event
Specific Setup:
  • A client is enrolled in an inpatient episode (Client A).
  • The 'Inpatient Progress Notes (Diagnosis Entry)' form is flagged in the 'Flag Assessment Forms' form.
Steps
  1. Access the 'Clinical Notes Mapping' form.
  2. Select "Discharge Summary" in the 'Type of CCDA Document' field.
  3. Select "[Avatar CWS] Inpatient Progress Notes (Diagnosis Entry) (CWS7002)" in the 'Care Record Form to Map' field.
  4. Select "Activities" in the 'Note Type to Map' field.
  5. Validate the 'CCDA Document Title' field contains "Discharge Summary".
  6. Select "Discharge Diagnosis" in the 'Standard Sections To Include To CCD' field.
  7. Select "Yes" in the 'Enabled' field.
  8. Click [New Row] in the 'Field Settings' grid.
  9. Select "Progress Note" in the 'CCDA Field Name' field.
  10. Select "[Avatar CWS] Inpatient Progress Notes (Diagnosis Entry) (CWS7002)" in the 'Care Record Form/Assessment' field.
  11. Select "Notes Field" in the 'Care Record Field Name' field.
  12. Click [Submit] and close the form.
  13. Select "Client A" and access the 'Inpatient Progress Notes (Diagnosis Entry)' form.
  14. Select "New Service" in the 'Progress Note For' field.
  15. Select "Activities" in the 'Note Type' field.
  16. Enter the desired value in the 'Notes Field' field.
  17. Enter the current date in the 'Date Of Service' field.
  18. Enter the desired service code in the 'Service Charge Code' field.
  19. Select the desired value in the 'Diagnosis 1' field.
  20. Validate the 'Are you releasing to myHealthPointe or External providers?' field is visible and required. Please note: this field will only become visible when a note type that is mapped in the 'Clinical Notes Mapping' form is selected for the progress note form being used.
  21. Select "None" in the 'Are you releasing to myHealthPointe or External providers?' field.
  22. Select "Final" in the 'Draft/Final' field.
  23. Click [Submit] and close the form.
  24. Access the 'CareFabric Monitor' form.
  25. Enter the current date in the 'From Date' and 'Through Date' fields.
  26. Select "Client A" in the 'Client ID' field.
  27. Select "ClinicalNoteFinalized" in the 'Event/Action Search' field.
  28. Click [View Activity Log].
  29. Validate a 'ClinicalNoteFinalized' record is displayed.
  30. Click [Click To View Record].
  31. Validate the 'clinicalNotes' - 'notes' field contains the value entered in the 'Notes Field' in the previous steps.
  32. Validate the 'diagnoses' section is populated with the information for the 'Diagnosis 1' value selected in the previous steps.
  33. Validate the 'documentDescription' field contains "Discharge Summary".
  34. Validate the 'documentID' - 'id' field contains a unique identifier.
  35. Validate the 'documentTitle' field contains "Discharge Summary".
  36. Validate the 'includedSectionCodes' - 'code' field contains "Discharge Diagnosis".
  37. Validate the 'includedSectionCodes' - 'displayName' field contains "Discharge Diagnosis".
  38. Validate the 'isReleaseExternal' field contains "false".
  39. Validate the 'isReleaseToPatient' field contains "false".
  40. Close the report and the form.
Topics
• Progress Notes • Clinical Notes Mapping • Final to Draft Override • Results • Diagnosis
2022 Update 103 Summary | Details
Order Entry Console - ONC certification
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
Scenario 1: OE NX - Home Medications - Schedule III (Xyrem) - New order
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Uncheck the 'Reported' checkbox.
  4. Search for and select "Xyrem 500 MG/1 ML Solution Oral (Schedule III)" in the 'New Order' field.
  5. Populate the required fields.
  6. Validate the 'Reason' field is not required.
  7. Validate the 'Reason Text' field is required.
  8. Enter "TEST" in the 'Reason Text' field.
  9. Validate the 'Note to Pharmacist' field is required and contains "TEST".
  10. Click [Add to Scratchpad].
  11. Validate the 'Scratchpad' contains an order for "Xyrem 500 MG/1 ML Solution Oral" with a 'Reason' ' and 'Note to Pharmacist' of "TEST".
  12. Click [Final Review].
  13. Validate the 'Final Review' dialog is displayed and contains the order for "Xyrem 500 MG/1 ML Solution (Schedule III)" with "Reason: TEST" and a note icon. Click the note icon and validate that it contains "TEST" and click [Close].
  14. Select "None" in 'Output' and click [Sign].
  15. Validate the 'Order grid' contains an order for "Xyrem" with a 'Reason' and 'Note To Pharmacist' of "TEST".
Scenario 2: OE NX - Orders This Episode - Create new order with PRN Frequency code - external pharmacy mode
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Hide Duration In OE Console (Orders This Episode) For External Pharmacy Mode' registry setting must be set to "Y".
  • A pharmacy-type order code "Order Code A" must be configured to have a default duration in days.
  • A "PRN" 'Frequency Code' must exist.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select a pharmacy-type order code.
  3. Populate the required fields selecting any "PRN" frequency code in the 'Frequency' field.
  4. Validate the 'Stop Date' and 'Stop Time' fields remain populated.
  5. Click [Add to Scratchpad].
  6. Click the order in the 'Scratchpad' and validate the 'Stop Date' and 'Stop Time' fields remain populated.
  7. Click [Update Order] and file the order.
  8. Validate the order created is displayed within the 'Order grid'.
Scenario 3: OE NX- Admission Med Reconciliation - Create new order with PRN Frequency code - External Pharmacy Mode
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Hide Duration In OE Console (Orders This Episode) For External Pharmacy Mode' registry setting must be set to "Y".
  • A pharmacy-type order code must be configured to have a default duration in days. (Order Code A)
  • A "PRN" 'Frequency Code' must exist.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab and create a 'Reported' order.
  3. Check the 'Medication history reviewed and completed for Episode #1' checkbox.
  4. Select the 'Admission Med Reconciliation' tab.
  5. Select the order in the 'Home Medications (Pre-Admission)' order grid and click [Hold].
  6. Search for and select any non-controlled pharmacy-type order code in the 'New Order' field.
  7. Set the 'Dose' field to "2" and validate the 'Dose Unit' field contains "Tablet".
  8. Select any "PRN" frequency code in the 'Frequency' field.
  9. Validate the 'Stop Date' and 'Stop Time' fields remain populated.
  10. Click [Add to Scratchpad].
  11. Select the order in the 'Inpatient Medications Scratchpad' and validate the 'Stop Date' and 'Stop Time' fields remain populated.
  12. Click [Cancel Update] and [Reconcile & Review].
  13. Validate the 'Final Review' dialog is displayed.
  14. Select "None" in 'Output' and click [Sign].
  15. Validate the 'Admission Med Reconciliation' tab is displayed in view-only mode.
Scenario 4: OE NX - Discharge Med Reconciliation - New Schedule II order
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Require 'Discharge Disposition' in OE Console (Discharge Med Rec section)' registry setting must be set to "Y".
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Default for 'Discharge Disposition' in OE Console (Discharge Med Rec section)' registry setting must be set to "DF".
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Create OE Discharge Order during Discharge Medication Reconciliation' registry setting must be set to "2".
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Internal Pharmacy Fills Discharge Orders' registry setting must be set to "Y".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active inpatient episode. (Client A)
  • "Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as an allergy to "Ritalin" filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Discharge Reconciliation' tab.
  3. Validate the 'Discharge Disposition' field contains "Discharge to Facility".
  4. Uncheck the 'No Prescription Required' checkbox.
  5. Search for and select "Ritalin 5 MG Tablet Oral (Schedule II)" in the 'New Order' field.
  6. Set the 'Dose' field to "2".
  7. Validate the 'Dose Unit' field contains "Tablet".
  8. Select "TWICE A DAY" in the 'Frequency' field.
  9. Search for and select any value in the 'Diagnosis' field.
  10. Set the 'Days Supply' field to "12" and press Tab.
  11. Validate the 'Dispense Qty' field contains"48".
  12. Validate the 'Dispense Qty Unit' field contains "Tablet".
  13. Set the 'Start Date' field to the current date.
  14. Validate the 'Stop Date' field contains a date that is 12 days in the future of the current date.
  15. Validate the 'Earliest Fill Date' contains the current date.
  16. Click [Add to Scratchpad].
  17. Validate the 'Discharge Medications Scratchpad' contains an order for "Ritalin 5 MG Tablet Oral 5 MG Tablet (Schedule II) Take two (2) tablets by mouth twice a day (Refills: 0, Dispense Quantity: 48)".
  18. Set the 'Inhouse Pharmacy' field to "12" and click [Review and Sign].
  19. Validate the 'Final Review' dialog is displayed.
  20. Select "None" in 'Output' and click [Sign].
  21. Validate the 'Discharge Medications Scratchpad' is in view-only mode.
Topics
• Order Entry Console • NX
2022 Update 104 Summary | Details
Avatar CareFabric - support for the 'Treatment Plan' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
  • TO DO'S
Scenario 1: Treatment Plan - Validate the 'CarePlanCreated', 'CarePlanGoalCreated', 'CarePlanInterventionCreated', and 'CarePlanProblemCreated' SDK events
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • The extended dictionary "(60150) FHIR Care Plan Category" must be defined for the dictionary values defined for "(52003) Plan Type".
  • The following extended dictionaries must be defined for the "(16214) Status" CWS dictionary values for 'Problem Status':
  • (16254) ONC Clinical Status
  • (16255) ONC Verified Status
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the desired date in the 'Plan Date' field.
  3. Select the desired value in the 'Plan Type' field.
  4. Select "Draft" in the 'Treatment Plan Status' field.
  5. Validate "Draft" is selected in the 'Current Status' field.
  6. Enter the desired value in the 'Strengths' field.
  7. Enter the desired value in the 'Weaknesses' field.
  8. Enter the desired value in the 'Discharge Planning' field.
  9. Click [Launch Plan].
  10. Add a problem, goal, objective, and intervention.
  11. Populate all required and desired fields.
  12. Click [Back To Plan Page].
  13. Select "Final" in the 'Treatment Plan Status' field.
  14. Select "Active" in the 'Current Status' field.
  15. Click [Submit].
  16. Access the 'CareFabric Monitor' form.
  17. Enter the current date in the 'From Date' and 'Through Date' fields.
  18. Click [View Activity Log].
  19. Validate the 'CareFabric Monitor Report' contains a "CarePlanCreated", "CarePlanGoalCreated", "CarePlanInterventionCreated", and "CarePlanProblemCreated" record.
  20. Click [Click To View Record] for the "CarePlanCreated" record.
  21. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  22. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  23. Validate the 'carePlanDetails' - 'statusCode' - 'code' field contains "active".
  24. Validate the 'carePlanDetails' - 'statusCode' - 'displayName' field contains "Active".
  25. Validate the 'planTypeCode' - 'code' field contains the "FHIR Care Plan Category" extended dictionary code for the plan type selected.
  26. Validate the 'planTypeCode' - 'codeSystem' field contains "2.16.840.1.113883.6.96".
  27. Validate the 'planTypeCode' - 'displayNAme' field contains the "FHIR Care Plan Category" extended dictionary value for the plan type selected.
  28. Validate the 'summaryText' - 'xhtmlContent' field contains the values entered in the 'Strengths', 'Weaknesses', and 'Discharge Planning' fields.
  29. Validate all other information displays.
  30. Navigate back to the 'CareFabric Monitor Report'.
  31. Click [Click To View Record] for the "CarePlanGoalCreated" record.
  32. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  33. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  34. Validate the 'goalCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.271".
  35. Validate all other information displays.
  36. Navigate back to the 'CareFabric Monitor Report'.
  37. Click [Click To View Record] for the "CarePlanInterventionCreated" record.
  38. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  39. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  40. Validate all other information displays.
  41. Navigate back to the 'CareFabric Monitor Report'.
  42. Click [Click To View Record] for the "CarePlanProblemCreated" record.
  43. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  44. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  45. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the status selected.
  46. Validate the 'clinicalStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.164".
  47. Validate the 'clinicalStatusCode' - 'codeSystemName' field contains "Condition-Clinical".
  48. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the status selected.
  49. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the status selected.
  50. Validate the 'verificationStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.166".
  51. Validate the 'verificationStatusCode' - 'codeSystemName' field contains "Condition-Ver-Status".
  52. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the status selected.
  53. Validate all other information displays.
  54. Close the reports and the form.
Topics
• Treatment Plan • CareFabric Monitor • NX
2022 Update 105 Summary | Details
Avatar CareFabric - Laboratory Results
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Results Entry
  • Review Results
  • Review Results (CLIENT)
Scenario 1: Review Results - Validate the 'LaboratoryResultUpdated' SDK event
Specific Setup:
  • A client is enrolled in an existing episode and has lab results with details on file (Client A).
Steps
  1. Access the 'Review Results' form.
  2. Select "Client A" in the 'Client ID' field.
  3. Select the lab results on file in the 'Select Results' field.
  4. Enter the desired value in the 'Comments' field.
  5. Populate any other desired fields.
  6. Click [Submit] and close the form.
  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 "LaboratoryResultUpdated" in the 'Event/Action Search' field.
  11. Click [View Activity Log].
  12. Validate a "LaboratoryResultUpdated" record is displayed, triggered from the 'Review Results' form.
  13. Click [Click To View Record].
  14. Validate the lab result data is displayed.
  15. Validate the 'notes' - 'auditInformation' - 'createdDate' field contains the reviewed date/time.
  16. Validate the 'notes' - 'notes' field contains the value entered in the 'Comments' field in the 'Review Results' form.
  17. Validate the 'notes' - 'notingProviderID' - 'id' field contains the logged in user.
  18. Validate the 'notes' - 'typeCode' - 'code' field contains "11502-2".
  19. Validate the 'notes' - 'typeCode' - 'codeSystem' field contains "2.16.840.1.113883.6.1".
  20. Validate the 'notes' - 'typeCode' - 'codeSystemName' field contains "LOINC".
  21. Validate the 'notes' - 'typeCode' - 'dispayName' field contains "Results".
  22. Close the report and the form.
Topics
• Results