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Avatar CareFabric 2023 Monthly Release 2023.01.02 Acceptance Tests

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Update 12 Summary | Details
Avatar CareFabric - support for myHealthPointe
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Widget Definition (PM)
  • View Definition
  • Dynamic Form - Confirm Reload
Scenario 1: Avatar CareFabric - myHealthPointe NIAM Integration
Specific Setup:
  • Please note: this is for Avatar NX systems only.
  • Avatar NX must be configured with the following:
  • Avatar CareFabric is configured to integrate with myHealthPointe
  • Have NIAM (Netsmart's Identity and Access Management) functionality enabled (for both Avatar NX and myHealthPointe)
  • A user must be configured with the following (User A):
  • Valid email in the 'External Login ID' field in 'User Definition' and "Yes" selected for 'Use External Login'
  • Provider Portal access in myHealthPointe
  • Please contact your Netsmart Representative for the above configuration.
Steps
  1. Log into the application as "User A" using NIAM.
  2. Access the 'Widget Definition' form.
  3. Click [Select Widget].
  4. Select "Add New Widget" in the 'Select Widgets' field.
  5. Click [OK].
  6. Enter "MHP" in the 'Widget ID' field.
  7. Enter "myHealthPointe" in the 'Title' field.
  8. Select "URL" in the 'Widget Type' field.
  9. Select the desired value(s) in the 'Widget Attributes' field.
  10. Enter "https://mhpqaprovider.netsmartcloud....copeID=SCOPEID" in the 'URL' field.
  11. Click [Submit] and close the form.
  12. Access the 'View Definition' form.
  13. Click [Select View].
  14. Select the view associated to the logged in user and click [OK].
  15. Click [Launch View Designer].
  16. Navigate to the "myHealthPointe" widget added in the previous steps and drag it onto the view.
  17. Click [Submit] and submit the form.
  18. Select the 'Customize Toggle' button so that it is enabled.
  19. Select the 'My Activity' menu.
  20. Select the 'View/Add Widgets' tab.
  21. Click [Reload View].
  22. Drag the 'myHealthPointe' widget to the desired location on the 'myDay' view and resize as desired.
  23. Select the 'Customize Toggle' button so that it is disabled.
  24. Navigate to the "myHealthPointe" widget.
  25. Validate the myHealthPointe dashboard displays for "User A" without requiring an additional login.
  26. Log out.
  27. Log back into the application as "User A" using NIAM.
  28. Navigate to the "myHealthPointe" widget.
  29. Validate the myHealthPointe dashboard displays for "User A" without requiring an additional login.
Topics
• myHealthPointe • Widgets • CareFabric • NX
Update 17 Summary | Details
Mobile CareGiver+ - Event/Error Processing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
  • CarePOV Management
Scenario 1: Mobile CareGiver+ - Validate the 'McgEvvClientProcessingStatusUpdated' incoming event
Steps

Internal testing only.

Scenario 2: Mobile CareGiver+ - Validate the 'McgEvvResourceProcessingStatusUpdated' incoming event
Steps

Internal testing only.

Scenario 3: Mobile CareGiver - Validate the 'McgEvvAppointmentProcessingStatusUpdated' incoming event
Steps

Internal testing only.

CarePOV Management - 'Payor Program ID' grid
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CarePOV Management
  • CareFabric Monitor
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. Validate the 'Require Staff Date of Birth' field is displayed with "Yes" as the default value when Mobile CareGiver+ is enabled.
  18. Validate the 'Require Staff EVV ID' field is displayed with "Yes" as the default value when Mobile CareGiver+ is enabled.
  19. Validate the 'Require Staff Social Security Number' field is displayed with "Yes" as the default value when Mobile CareGiver+ is enabled.
  20. Validate he 'Send Staff Social Security Number' field is displayed with "Yes" as the default value when Mobile CareGiver+ is enabled.
  21. Select the desired value in the 'Progress Note Form' field.
  22. Select the desired value in the 'Save Progress Notes' field.
  23. Select the desired value in the 'Site' field.
  24. Enter the desired value in the 'Medicaid Provider ID' field.
  25. Select the desired value in the 'Provider Address To Be Sent' field.
  26. Click [New Row] in the 'Payor Program ID' grid.
  27. Select the desired guarantor in the 'Guarantor' field.
  28. Enter the desired value in the 'Payer ID' field.
  29. Enter the desired value in the 'Payer Program' field.
  30. Enter the desired value in the 'Insurance Plan ID' field.
  31. Enter the desired value in the 'MCG+ Payer ID' field.
  32. Enter the desired value in the 'MCG+ Insurance Plan ID' field.
  33. Validate the 'Require Subscriber Policy Number' field is displayed and contains "Yes" and "No" values.
  34. Select the desired value in the 'Require Subscriber Policy Number' field.
  35. Repeat as needed for additional guarantor(s).
  36. Click [New Row] in the 'Progress Note Form Mapping' grid.
  37. Select the desired service code in the 'Service Code' field.
  38. Select the desired program in the 'Program' field.
  39. Select the desired progress note form in the 'Progress Note Form' field.
  40. Repeat as needed for additional mappings.
  41. Click [Submit].
  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.
Scenario 2: Mobile CareGiver+ - Validate the 'Require Subscriber Policy Number' setting in 'CarePOV Management'
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 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).
  • 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.
  • "Self-Pay" as a 'Guarantor' in the 'Payor Program ID' grid with the 'Payer ID' field populated.
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the "Electronic Visit Verification" section.
  3. Navigate to the 'Payor Program ID' grid.
  4. Validate the 'Require Subscriber Policy Number' column is added to the grid with "Yes" and "No" options.
  5. Select "No" in the 'Require Subscriber Policy Number' column for the "Self-Pay" guarantor.
  6. Click [Submit].
  7. Access the 'Admission' form.
  8. Enter any new values in the 'Client Search' dialog.
  9. Click [New Client] and [Yes].
  10. Validate the 'Client Name' field contains the value entered in the previous steps. Please note: this is a required field for Mobile CareGiver+ integration.
  11. Select the desired value in the 'Sex' field. Please note: this is a required field for Mobile CareGiver+ integration.
  12. Enter the desired date in the 'Date of Birth' field. Please note: this is a required field for Mobile CareGiver+ integration.
  13. Enter the desired date in the 'Preadmit/Admission Date' field.
  14. Enter the desired time in the 'Preadmit/Admission Time' field.
  15. Select "Program A" in the 'Program' field.
  16. Select the desired value in the 'Type Of Admission' field.
  17. Select the desired practitioner in the 'Admitting Practitioner' field.
  18. Enter the desired value in the 'Social Security Number' field.
  19. Select the "Demographics" section.
  20. Enter the desired value in the 'Address - Street' field. Please note: this is a required field for Mobile CareGiver+ integration.
  21. Enter the desired value in the 'Zipcode' field. Please note: this is a required field for Mobile CareGiver+ integration.
  22. 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.
  23. Enter the desired value in the 'Home Phone' field.
  24. Enter the desired value in the 'Work Phone' field.
  25. Click [Submit]. Please note: this will be referred to as "Client A" from now on.
  26. Select "Client A" and access the 'Financial Eligibility' form.
  27. Select the "Guarantor Selection" section.
  28. Select "Self-Pay" in the 'Guarantor #' field.
  29. Select "(Non-Contract) Self-Pay" in the 'Guarantor Plan' field.
  30. Select "No" in the 'Customize Guarantor Plan' field.
  31. Select "Yes" in the 'Eligibility Verified' field.
  32. Enter the desired date in the 'Coverage Effective Date' field.
  33. Select "Self" in the 'Client's Relationship to Subscriber' field.
  34. Select "Yes" in the 'Subscriber Assignment Of Benefits' field.
  35. Do not enter a value in the 'Subscriber Policy #' field.
  36. Select the desired value in the 'Subscriber Release Of Info' field.
  37. Select the "Financial Eligibility" section.
  38. Select "Self-Pay" in the 'Guarantor #1' field.
  39. Click [Submit].
  40. Access the 'CareFabric Monitor' form.
  41. Enter the current date in the 'From Date' and 'Through Date' fields.
  42. Select "Client A" in the 'Client ID' field.
  43. Select "EvvClientUpdated" in the 'Event/Action Search' field.
  44. Click [View Activity Log].
  45. Validate the 'CareFabric Monitor Report' contains an "EvvClientUpdated" record for "Client A".
  46. Click [Click to View Record].
  47. Validate the 'addresses' - 'addressID' - 'id' field contains "Client A's" PATID with an H on the end, indicating "Home".
  48. Validate the 'addresses' - 'city' field contains the city "Client A" lives in.
  49. Validate the 'addresses' - 'stateCode' field contains the state "Client A" lives in.
  50. Validate the 'addresses' - 'typeCode' - 'code' field contains "12". This indicates "Home" for Mobile CareGiver+.
  51. Validate the 'addresses' - 'zipCode' field contains the zip code "Client A" lives in.
  52. Validate the birthDate' field contains "Client A's" birth date.
  53. Validate the 'clientGenderCode' - 'code' field contains "Client A's" gender (ex. F).
  54. Validate the 'clientGenderCode' - 'displayName' field contains "Client A's" gender (ex. Female).
  55. Validate the 'clientID' - 'id' field contains "Client A's" PATID.
  56. Validate the 'clientOrg' field contains the facility being used.
  57. Validate the 'insPlans' - 'effectiveStartDate' field contains the 'Coverage Effective Date' entered in the previous steps.
  58. Validate the 'insPlans' - 'insPayerID' - 'humanReadableValue' field contains "Self-Pay".
  59. Validate the 'insPlans' - 'insPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  60. Validate the 'policyID' field contains "null".
  61. Validate the 'name' - 'first' field contains "Client A's" first name.
  62. Validate the 'name' - 'last' field contains "Client A's" last name.
  63. Validate the 'phoneNumbers' - 'number' field contains "Client A's" phone number
  64. 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).
  65. Validate the 'phoneNumbers' - 'typeCode' - 'code' field contains the type of phone number (ex. Cell or Home).
  66. Validate both the 'Home Phone' & 'Cell Phone' numbers are displayed
  67. Validate the 'Work Phone' number is not displayed. This is not used for Mobile CareGiver+ integration.
  68. Validate the 'providerOrganizationID' - 'humanReadableValue' field contains the program code for "Program A".
  69. Validate the 'providerOrganizationID' - 'id' field contains the 'EVV Provider Organization ID' for "Program A".
  70. Close the report and the form.
CarePOV Management - 'Require Staff Date of Birth' and 'Require Staff EVV ID' fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
  • 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. Validate the 'Require Staff Date of Birth' field is displayed with "Yes" as the default value when Mobile CareGiver+ is enabled.
  18. Validate the 'Require Staff EVV ID' field is displayed with "Yes" as the default value when Mobile CareGiver+ is enabled.
  19. Validate the 'Require Staff Social Security Number' field is displayed with "Yes" as the default value when Mobile CareGiver+ is enabled.
  20. Validate he 'Send Staff Social Security Number' field is displayed with "Yes" as the default value when Mobile CareGiver+ is enabled.
  21. Select the desired value in the 'Progress Note Form' field.
  22. Select the desired value in the 'Save Progress Notes' field.
  23. Select the desired value in the 'Site' field.
  24. Enter the desired value in the 'Medicaid Provider ID' field.
  25. Select the desired value in the 'Provider Address To Be Sent' field.
  26. Click [New Row] in the 'Payor Program ID' grid.
  27. Select the desired guarantor in the 'Guarantor' field.
  28. Enter the desired value in the 'Payer ID' field.
  29. Enter the desired value in the 'Payer Program' field.
  30. Enter the desired value in the 'Insurance Plan ID' field.
  31. Enter the desired value in the 'MCG+ Payer ID' field.
  32. Enter the desired value in the 'MCG+ Insurance Plan ID' field.
  33. Validate the 'Require Subscriber Policy Number' field is displayed and contains "Yes" and "No" values.
  34. Select the desired value in the 'Require Subscriber Policy Number' field.
  35. Repeat as needed for additional guarantor(s).
  36. Click [New Row] in the 'Progress Note Form Mapping' grid.
  37. Select the desired service code in the 'Service Code' field.
  38. Select the desired program in the 'Program' field.
  39. Select the desired progress note form in the 'Progress Note Form' field.
  40. Repeat as needed for additional mappings.
  41. Click [Submit].
  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.
Scenario 2: Mobile CareGiver+ - Validate the 'Require Staff Date of Birth' field in 'CarePOV Management'
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 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).
  • The 'Enable Mobile CareGiver+' field must be set to "Yes" in the "Electronic Visit Verification" section of the 'CarePOV Management' form with all required fields populated.
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the "Electronic Visit Verification" section.
  3. Validate the 'Require Staff Date of Birth' field is displayed and is set to "Yes" by default when Mobile CareGiver+ is enabled.
  4. Click [Submit].
  5. Access the 'Practitioner Enrollment' form.
  6. Enter any new value in the 'Select Staff' dialog and click [New Staff].
  7. Enter the desired value in the 'Name' field. Please note: this is a required field for Mobile CareGiver+ integration.
  8. Do not enter a value in the 'Date Of Birth' field. Please note: this may be required field for Mobile CareGiver+ integration, depending on the configuration in 'CarePOV Management'.
  9. Enter the desired date in the 'Registration Date' field.
  10. Enter the desired value in the 'Office Address - Zip Code' field.
  11. Enter the desired value in the 'Office Telephone (1)' field.
  12. Enter the desired value in the 'Cellular Telephone' field. Please note: this is a required field for Mobile CareGiver+ integration.
  13. Select the desired value in the 'Sex' field.
  14. Enter the desired value in the 'Staff EVV ID' field. Please note: this may be required field for Mobile CareGiver+ integration, depending on the configuration in 'CarePOV Management'.
  15. Enter the desired value in the 'Email Address' field. Please note: this is a required field for Mobile CareGiver+ integration.
  16. Enter the desired value in the 'Staff EVV Type' field. Please note: this is a required field for Mobile CareGiver+ integration.
  17. Select the "Categories/Taxonomy" section.
  18. Select "Create New" in the 'Category/Taxonomy' field.
  19. Enter the desired date in the 'Effective Date' field.
  20. Select the desired value in the 'Practitioner Category' field.
  21. Select the desired value(s) in the 'Discipline' field.
  22. Select the desired value(s) in the 'Practitioner Categories For Coverage' field.
  23. Click [Add Practitioner Categories] and [OK].
  24. Click [Submit].
  25. Access the 'Practitioner Information (Confidential)' form for the new practitioner.
  26. Enter the desired value in the 'Social Security #' field. Please note: this may be required field for Mobile CareGiver+ integration, depending on the configuration in 'CarePOV Management'.
  27. Click [Submit].
  28. Access the 'CareFabric Monitor' form.
  29. Enter the current date in the 'From Date' and 'Through Date' fields.
  30. Select "EvvResourceUpdated" in the 'Event/Action Search' field.
  31. Click [View Activity Log].
  32. Validate the 'CareFabric Monitor Report' does not contain an "EvvResourceUpdated" record since 'Date of Birth' is currently a required field for Mobile CareGiver+ integration based on the configuration in 'CarePOV Management'.
  33. Close the report and the form.
  34. Access the 'CarePOV Management' form.
  35. Select the "Electronic Visit Verification" section.
  36. Select "No" in the 'Require Staff Date of Birth' field.
  37. Click [Submit].
  38. Access the 'Practitioner Enrollment' form.
  39. Search for and select the new practitioner added in the previous steps.
  40. Update any desired fields but leave the 'Date of Birth' field blank.
  41. Click [Submit].
  42. Access the 'CareFabric Monitor' form.
  43. Enter the current date in the 'From Date' and 'Through Date' fields.
  44. Select "EvvResourceUpdated" in the 'Event/Action Search' field.
  45. Click [View Activity Log].
  46. Validate the 'CareFabric Monitor Report' contains an "EvvResourceUpdated" record for the new practitioner.
  47. Click [Click to View Record].
  48. Validate all previously populated data is displayed.
  49. Validate the 'birthDate' field contains "null".
  50. Close the report and the form.
Scenario 3: Mobile CareGiver+ - Validate the 'Require Staff EVV ID' field in 'CarePOV Management'
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 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).
  • The 'Enable Mobile CareGiver+' field must be set to "Yes" in the "Electronic Visit Verification" section of the 'CarePOV Management' form with all required fields populated.
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the "Electronic Visit Verification" section.
  3. Validate the 'Require Staff EVV ID' field is displayed and is set to "Yes" by default when Mobile CareGiver+ is enabled.
  4. Click [Submit].
  5. Access the 'Practitioner Enrollment' form.
  6. Enter any new value in the 'Select Staff' dialog and click [New Staff].
  7. Enter the desired value in the 'Name' field. Please note: this is a required field for Mobile CareGiver+ integration.
  8. Enter the desired date in the 'Date Of Birth' field. Please note: this may be required field for Mobile CareGiver+ integration, depending on the configuration in 'CarePOV Management'.
  9. Enter the desired date in the 'Registration Date' field.
  10. Enter the desired value in the 'Office Address - Zip Code' field.
  11. Enter the desired value in the 'Office Telephone (1)' field.
  12. Enter the desired value in the 'Cellular Telephone' field. Please note: this is a required field for Mobile CareGiver+ integration.
  13. Select the desired value in the 'Sex' field.
  14. Do not enter a value in the 'Staff EVV ID' field. Please note: this may be required field for Mobile CareGiver+ integration, depending on the configuration in 'CarePOV Management'.
  15. Enter the desired value in the 'Email Address' field. Please note: this is a required field for Mobile CareGiver+ integration.
  16. Enter the desired value in the 'Staff EVV Type' field. Please note: this is a required field for Mobile CareGiver+ integration.
  17. Select the "Categories/Taxonomy" section.
  18. Select "Create New" in the 'Category/Taxonomy' field.
  19. Enter the desired date in the 'Effective Date' field.
  20. Select the desired value in the 'Practitioner Category' field.
  21. Select the desired value(s) in the 'Discipline' field.
  22. Select the desired value(s) in the 'Practitioner Categories For Coverage' field.
  23. Click [Add Practitioner Categories] and [OK].
  24. Click [Submit].
  25. Access the 'Practitioner Information (Confidential)' form for the new practitioner.
  26. Enter the desired value in the 'Social Security #' field. Please note: this may be required field for Mobile CareGiver+ integration, depending on the configuration in 'CarePOV Management'.
  27. Click [Submit].
  28. Access the 'CareFabric Monitor' form.
  29. Enter the current date in the 'From Date' and 'Through Date' fields.
  30. Select "EvvResourceUpdated" in the 'Event/Action Search' field.
  31. Click [View Activity Log].
  32. Validate the 'CareFabric Monitor Report' does not contain an "EvvResourceUpdated" record since 'Staff EVV ID' is currently a required field for Mobile CareGiver+ integration based on the configuration in 'CarePOV Management'.
  33. Close the report and the form.
  34. Access the 'CarePOV Management' form.
  35. Select the "Electronic Visit Verification" section.
  36. Select "No" in the 'Require Staff EVV ID' field.
  37. Click [Submit].
  38. Access the 'Practitioner Enrollment' form.
  39. Search for and select the new practitioner added in the previous steps.
  40. Update any desired fields but leave the 'Staff EVV ID' field blank.
  41. Click [Submit].
  42. Access the 'CareFabric Monitor' form.
  43. Enter the current date in the 'From Date' and 'Through Date' fields.
  44. Select "EvvResourceUpdated" in the 'Event/Action Search' field.
  45. Click [View Activity Log].
  46. Validate the 'CareFabric Monitor Report' contains an "EvvResourceUpdated" record for the new practitioner.
  47. Click [Click to View Record].
  48. Validate all previously populated data is displayed.
  49. Validate the 'resourceStateID' field contains "null".
  50. Validate the 'resourceStateIDs' - 'id' field contains "null".
  51. Validate the 'resourceStateIDs' - 'value' field contains "null".
  52. Close the report and the form.
Mobile CareGiver+ - 'EvvResourceUpdated' 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 'EvvResourceUpdated' event for an active practitioner
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 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).
  • The 'Enable Mobile CareGiver+' field must be set to "Yes" in the "Electronic Visit Verification" section of the 'CarePOV Management' form with all required fields populated.
Steps
  1. Access the 'Practitioner Enrollment' form.
  2. Enter any new value in the 'Select Staff' dialog and click [New Staff].
  3. Enter the desired value in the 'Name' field. Please note: this is a required field for Mobile CareGiver+ integration.
  4. Enter the desired date in the 'Date Of Birth' field. Please note: this is a required field for Mobile CareGiver+ integration.
  5. Enter the desired date in the 'Registration Date' field.
  6. Enter the desired value in the 'Office Address - Zip Code' field.
  7. Enter the desired value in the 'Office Telephone (1)' field.
  8. Enter the desired value in the 'Cellular Telephone' field. Please note: this is a required field for Mobile CareGiver+ integration.
  9. Select the desired value in the 'Sex' field.
  10. Enter the desired value in the 'Staff EVV ID' field. Please note: this is a required field for Mobile CareGiver+ integration.
  11. Enter the desired value in the 'Email Address' field. Please note: this is a required field for Mobile CareGiver+ integration.
  12. Enter the desired value in the 'Staff EVV Type' field. Please note: this is a required field for Mobile CareGiver+ integration.
  13. Select the "Categories/Taxonomy" section.
  14. Select "Create New" in the 'Category/Taxonomy' field.
  15. Enter the desired date in the 'Effective Date' field.
  16. Select the desired value in the 'Practitioner Category' field.
  17. Select the desired value(s) in the 'Discipline' field.
  18. Select the desired value(s) in the 'Practitioner Categories For Coverage' field.
  19. Click [Add Practitioner Categories] and [OK].
  20. Click [Submit].
  21. Access the 'Practitioner Information (Confidential)' form.
  22. Enter the desired value in the 'Social Security #' field.
  23. Click [Submit].
  24. Access the 'CareFabric Monitor' form.
  25. Enter the current date in the 'From Date' and 'Through Date' fields.
  26. Select "EvvResourceUpdated" in the 'Event/Action Search' field.
  27. Click [View Activity Log].
  28. Validate the 'CareFabric Monitor Report' contains an "EvvResourceUpdated" record for the new practitioner.
  29. Click [Click to View Record].
  30. Validate the 'birthDate' field contains the 'Date of Birth'.
  31. Validate the 'emailAccounts' - 'address' field contains the 'Email Address'.
  32. Validate the 'isActive' field contains "true".
  33. Validate the 'name' - 'first' field contains the practitioner's first name.
  34. Validate the 'name' - 'last' field contains the practitioner's last name.
  35. Validate the 'phoneNumber' - 'number' field contains the practitioner's phone number.
  36. Validate the 'phoneNumber' - 'phoneNumberID' - 'id' field contains the practitioner's ID with "SC" at the end indicating "Staff Cell".
  37. Validate the 'phoneNumber' - 'typeCode' - 'code' field contains "Cell".
  38. Validate the 'providerOrganizationIDs' - 'id' field contains the 'EVV Provider Organization ID'(s) filed in 'Program Maintenance'.
  39. Validate the 'resourceID' - 'id' field contains the practitioner's ID.
  40. Validate the 'resourceStateID' - 'id' field contains the 'Staff EVV ID'.
  41. Validate the 'resourceStateIDs' - id' field contains the 'Staff EVV ID'.
  42. Validate the 'resourceStateIDs' - 'type' field contains the 'Staff EVV Type'.
  43. Validate the 'resourceStateIDs' - 'value' field contains the 'Staff EVV ID'.
  44. Validate the 'ssn' field contains the practitioner's social security number.
  45. Validate the 'userID' field contains "null".
  46. Close the report and the form.
Mobile CareGiver+ - 'McgEvvAppointmentUpdated' SDK event
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CarePOV Management
  • Site Registration
  • CareFabric Monitor
  • CareFabric Integration Reconciliation
Scenario 1: Mobile Caregiver+ - Validate the 'McgEvvAppointmentUpdated' incoming event when the 'Site' field is not populated in the 'CarePOV Management' form
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.
  • No value is selected in the 'Site' field.
  • "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.
  • Two sites are defined with hours for scheduling in 'Site Registration' (Site A & Site B):
  • "Site A" has all programs selected in the 'Associated Programs' field, including "Program A". Note: "Program A" should only be associated to "Site A" for this test.
  • "Site B" has no programs selected in the 'Associated Programs' field.
  • A practitioner must be defined as an EVV resource with hours for scheduling at "Site A" and "Site B" 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. Access the 'CarePOV Management' form.
  2. Select the "Electronic Visit Verification" section.
  3. Ensure no value is selected in the 'Site' field.
  4. Click on help message for the 'Site' field.
  5. Validate the following is displayed: The following logic will be applied when determining the site code of the appointment, when Mobile CareGiver+ is enabled: 1) If the site code is defined in this field, then it will be used when scheduling the appointment. 2) If the site code is not defined in this field, then Avatar checks if the service code is associated with only one program. If so, Avatar checks if the program is associated with only one site. If so, the site code will be used when scheduling the appointment.
  6. Click [Return to Form] and close the form.
  7. Add an unscheduled visit in the Mobile CareGiver+ application with associated tasks for "Client A" with "Practitioner A".
  8. 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.
  9. Access the 'CareFabric Monitor' form.
  10. Enter the current date in the 'From Date' and 'Through Date' fields.
  11. Select "Client A" in the 'Client ID' field.
  12. Select "McgEvvAppointmentUpdated" in the 'Event/Action Search' field.
  13. Click [View Activity Log].
  14. Validate the 'CareFabric Monitor Report' contains an "McgEvvAppointmentUpdated" record.
  15. Click [Click To View Record].
  16. Validate the 'clientID- 'id' field contains "Client A".
  17. Validate the 'endDate' field contains the appointment end date/time.
  18. Validate the 'mcgAppointmentID' - 'id' field contains the MCG+ unique identifier for the appointment.
  19. Validate the 'resource' - 'resourceID' field contains "Practitioner A".
  20. Validate the 'services' - 'procedureCode' - 'code' field contains "Procedure Code A".
  21. Validate the 'startDate' field contains the appointment start date/time.
  22. Validate all other appointment data is displayed.
  23. Close the report and the form.
  24. Access the 'Scheduling Calendar' form.
  25. Validate the appointment for "Client A" with "Practitioner A" that was sent from Mobile CareGiver+ is displayed for "Site A".
  26. Right click on the appointment and click [Details/Edit].
  27. Validate the appointment details are displayed as expected.
  28. Validate the 'Available Tasks' field contains the tasks sent from Mobile CareGiver+.
  29. Close the form and click [Dismiss].
Scenario 2: Mobile Caregiver+ - Validate the 'McgEvvAppointmentUpdated' incoming event when the 'Site' field is populated in the 'CarePOV Management' form
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 site is defined with hours for scheduling (Site A).
  • A practitioner must be defined as an EVV resource with hours for scheduling at "Site A" 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. Access the 'CarePOV Management' form.
  2. Select the "Electronic Visit Verification" section.
  3. Select "Site A" in the 'Site' field.
  4. Click [Submit].
  5. Add an unscheduled visit in the Mobile CareGiver+ application with associated tasks for "Client A" with "Practitioner A".
  6. 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.
  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 "McgEvvAppointmentUpdated' in the 'Event/Action Search' field.
  11. Click [View Activity Log].
  12. Validate the 'CareFabric Monitor Report' contains an "McgEvvAppointmentUpdated" record.
  13. Click [Click To View Record].
  14. Validate the 'clientID- 'id' field contains "Client A".
  15. Validate the 'endDate' field contains the appointment end date/time.
  16. Validate the 'mcgAppointmentID' - 'id' field contains the MCG+ unique identifier for the appointment.
  17. Validate the 'resource' - 'resourceID' field contains "Practitioner A".
  18. Validate the 'services' - 'procedureCode' - 'code' field contains "Procedure Code A".
  19. Validate the 'startDate' field contains the appointment start date/time.
  20. Validate all other appointment data is displayed.
  21. Close the report and the form.
  22. Access the 'Scheduling Calendar' form.
  23. Validate the appointment for "Client A" with "Practitioner A" that was sent from Mobile CareGiver+ is displayed at "Site A".
  24. Right click on the appointment and click [Details/Edit].
  25. Validate the appointment details are displayed as expected.
  26. Validate the 'Available Tasks' field contains the tasks sent from Mobile CareGiver+.
  27. Close the form and click [Dismiss].
CarePOV Management - 'Require Staff Social Security Number' and 'Send Staff Social Security Number' fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
  • 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. Validate the 'Require Staff Date of Birth' field is displayed with "Yes" as the default value when Mobile CareGiver+ is enabled.
  18. Validate the 'Require Staff EVV ID' field is displayed with "Yes" as the default value when Mobile CareGiver+ is enabled.
  19. Validate the 'Require Staff Social Security Number' field is displayed with "Yes" as the default value when Mobile CareGiver+ is enabled.
  20. Validate he 'Send Staff Social Security Number' field is displayed with "Yes" as the default value when Mobile CareGiver+ is enabled.
  21. Select the desired value in the 'Progress Note Form' field.
  22. Select the desired value in the 'Save Progress Notes' field.
  23. Select the desired value in the 'Site' field.
  24. Enter the desired value in the 'Medicaid Provider ID' field.
  25. Select the desired value in the 'Provider Address To Be Sent' field.
  26. Click [New Row] in the 'Payor Program ID' grid.
  27. Select the desired guarantor in the 'Guarantor' field.
  28. Enter the desired value in the 'Payer ID' field.
  29. Enter the desired value in the 'Payer Program' field.
  30. Enter the desired value in the 'Insurance Plan ID' field.
  31. Enter the desired value in the 'MCG+ Payer ID' field.
  32. Enter the desired value in the 'MCG+ Insurance Plan ID' field.
  33. Validate the 'Require Subscriber Policy Number' field is displayed and contains "Yes" and "No" values.
  34. Select the desired value in the 'Require Subscriber Policy Number' field.
  35. Repeat as needed for additional guarantor(s).
  36. Click [New Row] in the 'Progress Note Form Mapping' grid.
  37. Select the desired service code in the 'Service Code' field.
  38. Select the desired program in the 'Program' field.
  39. Select the desired progress note form in the 'Progress Note Form' field.
  40. Repeat as needed for additional mappings.
  41. Click [Submit].
  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.
Scenario 2: Mobile CareGiver+ - Validate 'Require Staff Social Security Number' and 'Send Staff Social Security Number' fields in 'CarePOV Management' when SSN is not 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).
  • 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).
  • The 'Enable Mobile CareGiver+' field must be set to "Yes" in the "Electronic Visit Verification" section of the 'CarePOV Management' form with all required fields populated.
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the "Electronic Visit Verification" section.
  3. Validate the 'Require Staff Social Security Number' field is displayed and is set to "Yes" by default when Mobile CareGiver+ is enabled.
  4. Validate the 'Send Staff Social Security Number' field is displayed and is set to "Yes" by default when Mobile CareGiver+ is enabled. Please note: this field will be set to "Yes" and disabled whenever "Yes" is selected for 'Require Staff Social Security Number'.
  5. Select "No" in the 'Require Staff Social Security Number' field.
  6. Select "Yes" in the 'Send Staff Social Security Number' field.
  7. Click [Submit].
  8. Access the 'Practitioner Enrollment' form.
  9. Enter any new value in the 'Select Staff' dialog and click [New Staff].
  10. Enter the desired value in the 'Name' field. Please note: this is a required field for Mobile CareGiver+ integration.
  11. Do not enter a value in the 'Date Of Birth' field. Please note: this may be required field for Mobile CareGiver+ integration, depending on the configuration in 'CarePOV Management'.
  12. Enter the desired date in the 'Registration Date' field.
  13. Enter the desired value in the 'Office Address - Zip Code' field.
  14. Enter the desired value in the 'Office Telephone (1)' field.
  15. Enter the desired value in the 'Cellular Telephone' field. Please note: this is a required field for Mobile CareGiver+ integration.
  16. Select the desired value in the 'Sex' field.
  17. Enter the desired value in the 'Staff EVV ID' field. Please note: this may be required field for Mobile CareGiver+ integration, depending on the configuration in 'CarePOV Management'.
  18. Enter the desired value in the 'Email Address' field. Please note: this is a required field for Mobile CareGiver+ integration.
  19. Enter the desired value in the 'Staff EVV Type' field. Please note: this is a required field for Mobile CareGiver+ integration.
  20. Select the "Categories/Taxonomy" section.
  21. Select "Create New" in the 'Category/Taxonomy' field.
  22. Enter the desired date in the 'Effective Date' field.
  23. Select the desired value in the 'Practitioner Category' field.
  24. Select the desired value(s) in the 'Discipline' field.
  25. Select the desired value(s) in the 'Practitioner Categories For Coverage' field.
  26. Click [Add Practitioner Categories] and [OK].
  27. Click [Submit].
  28. Access the 'CareFabric Monitor' form.
  29. Enter the current date in the 'From Date' and 'Through Date' fields.
  30. Select "EvvResourceUpdated" in the 'Event/Action Search' field.
  31. Click [View Activity Log].
  32. Validate the 'CareFabric Monitor Report' contains an "EvvResourceUpdated" record since social security number is not required for the staff member.
  33. Click [Click To View Record].
  34. Validate all previously filed data is displayed.
  35. Validate the 'ssn' field contains "null".
  36. Close the report and the form.
  37. Access the 'Practitioner Information (Confidential)' form.
  38. Enter the desired value in the 'Social Security #' field. Please note: this may be required field for Mobile CareGiver+ integration, depending on the configuration in 'CarePOV Management'.
  39. Click [Submit].
  40. Access the 'CareFabric Monitor' form.
  41. Enter the current date in the 'From Date' and 'Through Date' fields.
  42. Select "EvvResourceUpdated" in the 'Event/Action Search' field.
  43. Click [View Activity Log].
  44. Validate the 'CareFabric Monitor Report' contains an "EvvResourceUpdated" record for the new practitioner.
  45. Click [Click to View Record].
  46. Validate all previously populated data is displayed.
  47. Validate the 'ssn' field contains the value filed in the previous steps.
  48. Close the report and the form.
Scenario 3: Mobile CareGiver+ - Validate 'Require Staff Social Security Number' and 'Send Staff Social Security Number' fields in 'CarePOV Management' when SSN 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).
  • 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).
  • The 'Enable Mobile CareGiver+' field must be set to "Yes" in the "Electronic Visit Verification" section of the 'CarePOV Management' form with all required fields populated.
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the "Electronic Visit Verification" section.
  3. Validate the 'Require Staff Social Security Number' field is displayed and is set to "Yes" by default when Mobile CareGiver+ is enabled.
  4. Validate the 'Send Staff Social Security Number' field is displayed and is set to "Yes" by default when Mobile CareGiver+ is enabled. Please note: this field will be set to "Yes" and disabled whenever "Yes" is selected for 'Require Staff Social Security Number'.
  5. Click [Submit].
  6. Access the 'Practitioner Enrollment' form.
  7. Enter any new value in the 'Select Staff' dialog and click [New Staff].
  8. Enter the desired value in the 'Name' field. Please note: this is a required field for Mobile CareGiver+ integration.
  9. Do not enter a value in the 'Date Of Birth' field. Please note: this may be required field for Mobile CareGiver+ integration, depending on the configuration in 'CarePOV Management'.
  10. Enter the desired date in the 'Registration Date' field.
  11. Enter the desired value in the 'Office Address - Zip Code' field.
  12. Enter the desired value in the 'Office Telephone (1)' field.
  13. Enter the desired value in the 'Cellular Telephone' field. Please note: this is a required field for Mobile CareGiver+ integration.
  14. Select the desired value in the 'Sex' field.
  15. Enter the desired value in the 'Staff EVV ID' field. Please note: this may be required field for Mobile CareGiver+ integration, depending on the configuration in 'CarePOV Management'.
  16. Enter the desired value in the 'Email Address' field. Please note: this is a required field for Mobile CareGiver+ integration.
  17. Enter the desired value in the 'Staff EVV Type' field. Please note: this is a required field for Mobile CareGiver+ integration.
  18. Select the "Categories/Taxonomy" section.
  19. Select "Create New" in the 'Category/Taxonomy' field.
  20. Enter the desired date in the 'Effective Date' field.
  21. Select the desired value in the 'Practitioner Category' field.
  22. Select the desired value(s) in the 'Discipline' field.
  23. Select the desired value(s) in the 'Practitioner Categories For Coverage' field.
  24. Click [Add Practitioner Categories] and [OK].
  25. Click [Submit].
  26. Access the 'CareFabric Monitor' form.
  27. Enter the current date in the 'From Date' and 'Through Date' fields.
  28. Select "EvvResourceUpdated" in the 'Event/Action Search' field.
  29. Click [View Activity Log].
  30. Validate the 'CareFabric Monitor Report' does not contain an "EvvResourceUpdated" record since 'Social Security #' is currently a required field for Mobile CareGiver+ integration based on the configuration in 'CarePOV Management'.
  31. Close the report and the form.
  32. Access the 'Practitioner Information (Confidential)' form.
  33. Enter the desired value in the 'Social Security #' field. Please note: this may be required field for Mobile CareGiver+ integration, depending on the configuration in 'CarePOV Management'.
  34. Click [Submit].
  35. Access the 'CareFabric Monitor' form.
  36. Enter the current date in the 'From Date' and 'Through Date' fields.
  37. Select "EvvResourceUpdated" in the 'Event/Action Search' field.
  38. Click [View Activity Log].
  39. Validate the 'CareFabric Monitor Report' contains an "EvvResourceUpdated" record for the new practitioner.
  40. Click [Click to View Record].
  41. Validate all previously populated data is displayed.
  42. Validate the 'ssn' field contains the value filed in the previous steps.
  43. Close the report and the form.
Topics
• Electronic Visit Verification • CarePOV Management
Update 18 Summary | Details
Incoming RehabConnect Documents will be Sorted by Episode
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Documents
Scenario 1: Validate that the PAS is assigned to the current open episode
Specific Setup:
  • Admit message should be received from Meditech
Steps

1.Login to RehabConnect.

2.Open a "Pre-admit patient".

3.Open a PAS document and fill the details.

4.Sign and Close the document.

5.Admit the patient (Admit message should be received from Meditech).

6.Login to myAvatar.

7.Open the patient in myAvatar using the MRN.

8.Click on the 'Documentation' tab from the menu.

9.Select the open episode from the episode section.

10.Verify the PAS displays in the 'RehabConnect Document List'.

11.Click on the view for PAS document.

Scenario 2: Validate the documents for admitted patient
Steps

1.Login to RehabConnect.

2.Open "admitted patient".

3.Open WTC and fill the details.

4.Sign and close the document.

5.Login to myAvatar.

6.Open the patient in myAvatar using MRN.

7.Click on the 'Documentation' tab from menu.

8.Select the "open episode" from the episode section.

9.Verify the WTC is displaying in the 'RehabConnect Document List'.

10.Click on the view for WTC document.

Scenario 3: Validate the document is assigned to the closed episode and not classified as “non-episodic”
Steps

1.Login to RehabConnect.

2.Open the "Discharged patient".

3.Open OTAA and fill the details.

4.Sign and close the document.

5.Login to Avatar

6.Open the patient in myAvatar using the MRN.

7.Click on the 'Documentation' tab from menu.

8.Select the "Closed episode" from the episode section.

9.Verify the OTAA is displaying in the 'RehabConnect Document List'.

10.Click on the view for OTAA document.

11.Enter Clinical Document Viewer in Search Form text box.

12.Open Clinical Document Viewer form.

13.Select Type as "patient".

14.Select the 'Individual' radio button.

15.Enter the MRN number and select patient in select patient box.

16.Select the "Non episodic" in Episode dropdown.

17.Click [Process].

18.Verify the OTAA document is not displayed.

Scenario 4: Validate the document assigned to the closed episode
Specific Setup:
  • Patient should have one closed episode and one active open episode.
Steps

1.Login to RehabConnect.

2.Open the "Discharged patient".

3.Open RNAA and fill the details.

4.Sign and close the document.

5.Login to Avatar

6.Open the patient in myAvatar using MRN.

7.Click on the 'Documentation' tab from menu.

8.Select the "Closed episode" from the episode section.

9.Verify the RNAA is displaying in the 'RehabConnect Document List'.

10.Click on the view for RNAA document.

11.Select the "open episode".

12.RNAA document should not be displayed.

Scenario 5: Validate the updated document assigned to the closed episode
Specific Setup:
  • Patient should have one closed episode and one open episode
Steps

1.Login to RehabConnect.

2.Open a "Discharged patient".

3.Open an existing RNAA document and update the details.

4.Sign and close the document.

5.Login to Avatar.

6.Open the patient in myAvatar using MRN.

7.Click on the 'Documentation' tab from menu.

8.Select the "Closed episode" from the episode section.

9.Verify the updated RNAA is displaying in the 'RehabConnect Document List'.

10.Click on the view for RNAA document.

11.Select the "open episode".

12.RNAA document should not be displayed.
Topics
• Assessment Document