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Avatar CareFabric 2023 Monthly Release 2023.02.02 Acceptance Tests

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Update 31 Summary | Details
'CareConnect Inbox Summary' widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Ambulatory Progress Notes
  • Treatment Plan
  • Patient Health Questionnaire-9
  • CareConnect Inbox
  • Progress Notes (Group and Individual)
  • Care Connect Inbox
  • Admission (Outpatient)
  • CareFabric Monitor
Scenario 1: CareConnect Inbox - Validate the 'CareConnect Inbox Summary' widget
Specific Setup:
  • The 'CareConnect Inbox' widget must be configured.
  • The logged in user must have access to the following:
  • A view with the 'CareConnect Inbox' widget (View A)
  • A view with the 'CareConnect Inbox Summary' widget (View B)
  • Please note: this widget will only contain data in Avatar NX systems
  • Unread messages in their personal inbox in 'CareConnect Inbox'
Steps
  1. Navigate to "View A" with the 'CareConnect Inbox' widget.
  2. Start a new message.
  3. Select the logged in user in the 'Add Contact' field.
  4. Enter the desired value in the 'Subject' field.
  5. Enter the desired value in the 'Message' field.
  6. Click [Send].
  7. Validate the user's personal inbox contains the new message. Take note of the unread message count.
  8. Navigate to "View B" with the 'CareConnect Inbox Summary' widget.
  9. Validate the unread message count reflects the correct count for the user's inbox.
  10. Please note: this widget will only display in Avatar NX systems.
Topics
• Widgets • CareConnect Inbox • NX
Update 35 Summary | Details
Avatar CareFabric - Support for future functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Call Intake
Scenario 1: Validate the 'AssignPermanentMrn' SDK action
Steps
  • Internal testing only.
Scenario 2: Validate the 'PutCallIntake' SDK action
Steps
  • Internal testing only.
Scenario 3: Validate the 'GetCallIntake' SDK action
Steps
  • Internal testing only.
Scenario 4: Validate the 'ListCallIntake' SDK action
Steps
  • Internal testing only.
Topics
• CareFabric
Update 36 Summary | Details
Mobile CareGiver+ - "Undo Start" functionality
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 "Undo Start" functionality
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
  • Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home".
  • If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used.
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
  • Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
  • The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
  • "Yes" is selected in the 'Enable Mobile CareGiver+' field.
  • "Yes" is selected in the 'Send Non EVV Payers' field.
  • "No" is selected in the 'Require Authorization' field.
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
  • "Yes" is selected in the following fields for the 'McgEvvVisitStarted' event: 'Keep Incoming Payload in the Log', 'Keep Outgoing Payload in the Log' and 'Show in the CareFabric Monitor Report' in the 'CareFabric Management' form. This must be done by a Netsmart Representative.
  • A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).
  • A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
  • "Client A" has a scheduled EVV appointment with "Practitioner A".
Steps
  1. Start the visit for "Client A" in the Mobile CareGiver+ application.
  2. Access the 'CareFabric Monitor' form.
  3. Enter the current date in the 'From Date' and 'Through Date' fields.
  4. Select "Client A" in the 'Client ID' field.
  5. Select "McgEvvVisitStarted' in the 'Event/Action Search' field.
  6. Click [View Activity Log].
  7. Validate the 'CareFabric Monitor Report' contains an "McgEvvVisitStarted" record.
  8. Click [Click To View Record].
  9. Validate the 'appointmentAddress' fields contain the client's home address.
  10. Validate the 'appointmentID' - 'id' field contains the appointment ID.
  11. Validate the 'clientID- 'id' field contains "Client A".
  12. Validate the 'clockInDetails' - 'deviceRecordedDate' field contains the date of the visit and start time.
  13. Validate the 'diagnosisCodes' - 'code' field contains "Client A's" diagnosis code.
  14. Validate the 'mcgAppointmentID' - 'id' field contains the MCG+ unique identifier for the appointment.
  15. Validate the 'services' - 'procedureCode' - 'code' field contains "Procedure A".
  16. Validate the 'status' field contains "INPR" indicating the visit is in progress.
  17. Close the report and the form.
  18. Access the 'Scheduling Calendar' form.
  19. Validate the appointment for "Client A" displays with the visit start time.
  20. Click [Dismiss].
  21. Access Crystal Reports or other SQL Reporting tool.
  22. Select the PM namespace.
  23. Create a report using the 'SYSTEM.appt_data' SQL table.
  24. Navigate to the appointment for "Client A".
  25. Validate the 'carefabric_appt_stat_code' field contains "IPR".
  26. Validate the 'carefabric_appt_stat_value' field contains "In Progress".
  27. Close the report.
  28. In the 'Mobile CareGiver+' application, click to "Undo Start" for the started visit.
  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 "McgEvvVisitStarted' in the 'Event/Action Search' field.
  33. Click [View Activity Log].
  34. Validate the 'CareFabric Monitor Report' contains an "McgEvvVisitStarted" record.
  35. Click [Click To View Record].
  36. Validate the 'clockInDetails' fields contains "null".
  37. Close the report and the form.
  38. Access the 'Scheduling Calendar' form.
  39. Validate the appointment for "Client A" displays with its original start/end time prior to starting the visit.
  40. Click [Dismiss].
  41. Access Crystal Reports or other SQL Reporting tool.
  42. Select the PM namespace.
  43. Create a report using the 'SYSTEM.appt_data' SQL table.
  44. Navigate to the appointment for "Client A".
  45. Validate the 'carefabric_appt_stat_code' field does not contain any value.
  46. Validate the 'carefabric_appt_stat_value' field does not contain any value.
  47. Close the report.
Mobile CareGiver+ - 'EvvAppointmentUpdated' SDK event
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CarePOV Management
  • CareFabric Monitor
  • Scheduling Calendar - Status Update
  • Client Alternate Addresses
  • Dictionary Update (PM)
Scenario 1: Mobile Caregiver+ - Validate the 'EvvAppointmentUpdated' outgoing event for a scheduled appointment
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
  • Extended dictionary data element "(587) Place Of Service (Mobile CareGiver+)" must be set to "Home" (unless an alternate address is being used).
  • If the above dictionary data element is not defined, then the extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" will be used and must be set to "Home". If this dictionary data element is not defined, then "(578) Place Of Service (HCFA 24-B)" will be used and must be set to "Home".
  • 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).
  • Dictionary values must be defined for the 'Other Tabled Files' - '(424) Available Electronic Visit Verification Tasks' Data Element in 'Dictionary Update (PM)'.
  • Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
  • The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
  • "Yes" is selected in the 'Enable Mobile CareGiver+' field.
  • "Yes" is selected in the 'Send Non EVV Payers' field.
  • "No" is selected in the 'Require Authorization' field.
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
  • A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
  • A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in any available time slot for "Practitioner A" and click [Add Appointment].
  3. Select "Service Code A" in the 'Service Code' field.
  4. Select "Client A" in the 'Client' field.
  5. Validate the 'Program' field contains "Program A".
  6. Validate the 'Location' field contains "Location A".
  7. Select the desired value(s) in the 'Available Tasks' field.
  8. Populate all other required and desired fields.
  9. Click [Submit].
  10. Validate the new appointment is displayed.
  11. Click [Dismiss].
  12. Access the 'CareFabric Monitor' form.
  13. Enter the current date in the 'From Date' and 'Through Date' fields.
  14. Select "Client A" in the 'Client ID' field.
  15. Select "EvvAppointmentUpdated" in the 'Event/Action Search' field.
  16. Click [View Activity Log].
  17. Validate the 'CareFabric Monitor Report' contains an "EvvAppointmentUpdated" record.
  18. Click [Click To View Record].
  19. Validate the 'appointmentAuthorization' field contains "null".
  20. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in user ID.
  21. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the date/time the appointment was scheduled.
  22. Validate the 'appointmentID' - 'id' field contains the appointment ID.
  23. Validate the 'canceledDate' field contains "null".
  24. Validate the 'canceledReasonCode' field contains "null".
  25. Validate the 'providerOrganizationID' - 'id' field contains the 'Provider Organization ID' assigned to "Program A".
  26. Validate the 'clientID' - 'id' field contains the ID for "Client A".
  27. Validate the 'diagnosisCodes' - 'code' field contains the diagnosis code on file for "Client A".
  28. Validate the 'diagnosisCodes' - 'displayName' field contains the diagnosis value on file for "Client A".
  29. Validate the 'endDate' field contains the appointment end date/time.
  30. Validate the 'insPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A".
  31. Validate the 'insPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A".
  32. Validate the 'isEVV' field contains "true".
  33. Validate the 'locationOfService' fields contain "Client A's" home address.
  34. Validate the 'mcgInsPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A".
  35. Validate the 'mcgInsPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A".
  36. Validate the 'services' - 'description' field contains the description for "Service Code A".
  37. Validate the 'services' - 'name' field contains the code for "Service Code A".
  38. Validate the 'services' - 'procedureCode' - 'code' field contains the code for "Procedure A".
  39. Validate the 'services' - 'procedureCode' - 'displayName' field contains the name for "Procedure A".
  40. Validate the 'serviceID' - 'id' field contains the code for "Service Code A".
  41. Validate the 'tasks' - 'taskCode' fields contain the value(s) selected in the 'Available Tasks' field when scheduling the appointment.
  42. Validate the 'startDate' field contains the appointment start date/time.
  43. Validate all other relevant information is displayed for "Client A" and "Practitioner A".
  44. Close the report and the form.
Mobile CareGiver+ - 'McgEvvVisitDocumented' SDK event
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
  • CarePOV Management
  • Client Ledger
  • CareFabric EVV Service Status Report
Scenario 1: Mobile Caregiver+ - Validate the 'McgEvvVisitDocumented' incoming event for a completed visit
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A product is defined in the 'CareFabric Integration Management' form for the "MobileCareGiver+" product and "McgEvvAppointmentUpdated" must be selected in the 'Event Types' field.
  • In the 'Code Mappings' section of the 'CareFabric Integration Management' form, must have a "Note Type" mapping for the "MobileCareGiver+" product with "EVV" populated in the 'CareFabric Code' and 'Description' fields. This note type will be used for creating a progress note when the 'McgEvvVisitDocumented' incoming SDK event is received.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
  • Extended dictionary data element "(587) Place Of Service (Mobile CareGiver+)" set to "Home" (unless an alternate address is being used).
  • If the above dictionary data element is not defined, then the extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" will be used and must be set to "Home". If this dictionary data element is not defined, then "(578) Place Of Service (HCFA 24-B)" will be used and must be set to "Home".
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
  • Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
  • The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
  • "Yes" is selected in the 'Enable Mobile CareGiver+' field.
  • "Yes" is selected in the 'Send Non EVV Payers' field.
  • "No" is selected in the 'Require Authorization' field.
  • "No" is selected in the 'Require Cancellation Reason' field.
  • "Yes" is selected in the 'Save Progress Notes' form.
  • A progress note form selected in the 'Progress Note Form' and/or other progress note forms defined in the 'Progress Notes Form Mapping' grid. If nothing is defined in the 'Progress Notes Form Mapping' grid, the default progress note selected in the 'Progress Note Form' field will be used. The following registry settings must be configured for the progress note form:
  • 'Attach Selected Appointment To Notes On Draft' registry setting is set to "1" or "2"
  • 'Post Appointment When the Note Is Submitted' registry setting is set to "Y"
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
  • The 'Progress Notes' widget must be accessible from the HomeView.
  • A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).
  • A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
  • "Client A" has a visit with "Practitioner A" that has been started in Mobile CareGiver+.
Steps
  1. Complete the visit for "Client A" with "Practitioner A" in the Mobile CareGiver+ application.
  2. Ensure the visit includes service notes, visit notes, and completed tasks.
  3. Access the 'Scheduling Calendar' form.
  4. Validate the appointment for "Client A" is displayed at the correct start/end times for the visit.
  5. Validate the appointment for "Client A" is displayed with the draft note disposition icon (if configured in 'Set System Defaults').
  6. Click [Dismiss].
  7. Select "Client A" and navigate to the 'Progress Notes' widget.
  8. Validate the draft progress note created when the visit was completed is displayed with the appropriate data for the visit.
  9. Validate the 'Notes Field' field for the progress note contains the service and visit notes entered when completing the visit, followed by a list of the tasks completed during the visit.
  10. Access Crystal Reports or other SQL Reporting tool.
  11. Select the PM namespace.
  12. Create a report using the 'SYSTEM.appt_data' SQL table.
  13. Navigate to the appointment for "Client A".
  14. Validate the 'carefabric_appt_stat_code' field contains "HOLD".
  15. Validate the 'carefabric_appt_stat_value' field contains "Completed - Hold".
  16. Close the report.
  17. In the Mobile CareGiver+ application, access the Work List.
  18. Update the 'Billable Service Start' and 'Billable Service End' times.
  19. Update the 'Procedure Code'.
  20. Release the visit.
  21. Access the 'Scheduling Calendar' form.
  22. Validate the appointment for "Client A" is displayed at the updated start/end times for the visit.
  23. Validate the appointment for "Client A" is still displayed with the draft note disposition icon.
  24. Right click the appointment and click [View Summary].
  25. Validate the updated start/end times and service code is displayed.
  26. Click [Cancel] and [Dismiss].
  27. Select "Client A" and navigate to the 'Progress Notes' widget.
  28. Validate the draft progress note displays the updated start/end times and service code for the visit.
  29. Once the visit is accepted and received by myAvatar, the following will happen:
  30. Appointment will be posted, charge will be visible in the 'Client Ledger'
  31. Progress note associated to the visit will be finalized.
Scenario 2: Mobile Caregiver+ - Validate the 'CareFabric EVV Service Status Report'
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A product is defined in the 'CareFabric Integration Management' form for the "MobileCareGiver+" product and "McgEvvAppointmentUpdated" must be selected in the 'Event Types' field.
  • In the 'Code Mappings' section of the 'CareFabric Integration Management' form, must have a "Note Type" mapping for the "MobileCareGiver+" product with "EVV" populated in the 'CareFabric Code' and 'Description' fields. This note type will be used for creating a progress note when the 'McgEvvVisitDocumented' incoming SDK event is received.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
  • Extended dictionary data element "(587) Place Of Service (Mobile CareGiver+)" set to "Home" (unless an alternate address is being used).
  • If the above dictionary data element is not defined, then the extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" will be used and must be set to "Home". If this dictionary data element is not defined, then "(578) Place Of Service (HCFA 24-B)" will be used and must be set to "Home".
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
  • Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
  • The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
  • "Yes" is selected in the 'Enable Mobile CareGiver+' field.
  • "Yes" is selected in the 'Send Non EVV Payers' field.
  • "No" is selected in the 'Require Authorization' field.
  • "No" is selected in the 'Require Cancellation Reason' field.
  • "Yes" is selected in the 'Save Progress Notes' form.
  • A progress note form selected in the 'Progress Note Form' and/or other progress note forms defined in the 'Progress Notes Form Mapping' grid. If nothing is defined in the 'Progress Notes Form Mapping' grid, the default progress note selected in the 'Progress Note Form' field will be used. The following registry settings must be configured for the progress note form:
  • 'Attach Selected Appointment To Notes On Draft' registry setting is set to "1" or "2"
  • 'Post Appointment When the Note Is Submitted' registry setting is set to "Y"
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
  • A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
  • "Client A" has EVV services on file.
  • A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in any available time slot for "Practitioner A" and click [Add Appointment].
  3. Select "Service Code A" in the 'Service Code' field.
  4. Select "Client A" in the 'Client' field.
  5. Validate the 'Program' field contains "Program A".
  6. Validate the 'Location' field contains "Location A".
  7. Select the desired value(s) in the 'Available Tasks' field.
  8. Populate all other required and desired fields.
  9. Click [Submit].
  10. Validate the new appointment is displayed.
  11. Click [Dismiss].
  12. Start the visit for "Client A" in the Mobile CareGiver+ application.
  13. Access the 'CareFabric EVV Services Status Report' form.
  14. Enter the current date in the 'From Date' and 'Through Date' fields.
  15. Select "Client A" in the 'Client ID' field.
  16. Click [Launch Report].
  17. Validate the 'CareFabric EVV Service Status Report' is displayed.
  18. Validate the 'Status' field contains "In Progress".
  19. Close the report.
  20. Complete the visit for "Client A" in the Mobile CareGiver+ application with notes.
  21. Navigate back to the 'CareFabric EVV Services Report' form.
  22. Click [Launch Report].
  23. Validate the 'CareFabric EVV Service Status Report' is displayed.
  24. Validate the 'Status' field contains "Completed - Hold".
  25. Close the report.
  26. In the Mobile CareGiver+ application, access the Work List.
  27. Release the visit.
  28. Navigate back to the 'CareFabric EVV Services Report' form.
  29. Click [Launch Report].
  30. Validate the 'CareFabric EVV Service Status Report' is displayed.
  31. Validate the 'Status' field contains "Released".
  32. Close the report and the form.
  33. Access the 'Scheduling Calendar' form.
  34. Right click in any available time slot for "Practitioner A" and click [Add Appointment].
  35. Select "Service Code A" in the 'Service Code' field.
  36. Select "Client A" in the 'Client' field.
  37. Validate the 'Program' field contains "Program A".
  38. Validate the 'Location' field contains "Location A".
  39. Select the desired value(s) in the 'Available Tasks' field.
  40. Populate all other required and desired fields.
  41. Click [Submit].
  42. Validate the new appointment is displayed.
  43. Click [Dismiss].
  44. Cancel the new visit for "Client A" in the Mobile CareGiver+ application.
  45. Access the 'CareFabric EVV Services Status Report' form.
  46. Enter the current date in the 'From Date' and 'Through Date' fields.
  47. Select "Client A" in the 'Client ID' field.
  48. Click [Launch Report].
  49. Validate the 'CareFabric EVV Service Status Report' is displayed.
  50. Validate the 'Status' for the new visit contains "Unable to Complete".
  51. Close the report and the form.
Topics
• Electronic Visit Verification
Update 38 Summary | Details
Scheduling Calendar - Recurring Appointments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Scheduling Calendar
  • CareFabric Monitor
  • Admission
  • Registry Settings (PM)
  • Dictionary Update (PM)
Scenario 1: Schedule a TeleHealth appointment with a TeleHealth service code and validate the TeleHealthAppointmentCreated/Updated/Deleted SDK events
Specific Setup:
  • A service code must be defined as a "Telehealth Service" in the 'Service Codes' form.
  • A client is enrolled in an existing episode and has a phone number and email filed (Client A).
  • A user is defined in 'User Definition' that has the following: "TeleHealth" selected in the 'Netsmart Mobile App Access' field, "System Admin" selected in the 'Netsmart Mobile App User Role' field, an email filed in the 'Organizational Email Address' field, and an associated staff member that has hours for scheduling.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter the TeleHealth Service Code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select a non TeleHealth location in the 'Location' field.
  6. Click [Submit].
  7. Validate the 'Appointment Grid' contains the new appointment.
  8. Click [Dismiss].
  9. Access the 'CareFabric Monitor' form.
  10. Enter the current date in the 'From Date' and 'Through Date' fields.
  11. Enter "TeleHealthAppointmentCreated" in the 'Event/Action Search' field.
  12. Click [View Activity Log].
  13. Validate the 'CareFabric Monitor Report' field contains a "TeleHealthAppointmentCreated" record.
  14. Click [Click To View Record].
  15. Validate the 'isReoccuringAppointment" contains "IsFalse".
  16. Validate the 'appointmentDateRange' - 'fromDate' field contains the appointment start date/time.
  17. Validate the 'appointmentDateRange' - 'toDate' field contains the appointment end date/time.
  18. Validate the 'participants' - 'email' field contains "Client A's" email.
  19. Validate the 'participantID' - 'id' field contains "Client A's" ID.
  20. Validate the 'participantName' field contains "Client A's" name in the format of LAST,FIRST.
  21. Validate the 'phoneNumber' field contains "Client A's" phone number.
  22. Validate the 'typeCode' - 'code' field contains "CLIENT".
  23. Validate the 'typeCode' - 'isActive' field contains "true".
  24. Validate the 'programCode' - 'code' field contains "Client A's" program code.
  25. Validate the 'programCode' - 'displayName' field contains "Client A's" program.
  26. Validate the 'programCode' - 'isActive' field contains "true".
  27. Validate the 'serviceCode' - 'code' field contains the TeleHealth service code used.
  28. Validate the 'serviceCode' - 'displayName' field contains the name of the TeleHealth service code used.
  29. Validate the 'serviceCode' - 'isActive' field contains "true".
  30. Validate the 'teleHealthAppointmentID' - 'id' field contains unique id for the appointment.
  31. Validate the 'teleHealthProviderIDs' - 'humanReadableValue' field contains the TeleHealth Provider ID.
  32. Validate the 'teleHealthProviderIDs' - 'id' field contains the email associated to the TeleHealth Provider.
  33. Close the report and the form.
  34. Access the 'Scheduling Calendar' form.
  35. Right click on the appointment for "Client A".
  36. Click [Details/Edit].
  37. Enter any new value in the 'Duration' field.
  38. Click [Submit].
  39. Validate the 'Appointment Grid' field contains the appointment for "Client A" with the updated duration.
  40. Click [Dismiss].
  41. Access the 'CareFabric Monitor' form.
  42. Enter the current date in the 'From Date' and 'Through Date' fields.
  43. Enter "TeleHealthAppointmentUpdated" in the 'Event/Action Search' field.
  44. Click [View Activity Log].
  45. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentUpdated" record.
  46. Click [Click To View Record].
  47. Validate the 'isReoccuringAppointment" contains "IsFalse".
  48. Validate the 'appointmentDateRange' - 'fromDate' field reflects the updated appointment duration.
  49. Validate the 'appointmentDateRange' - 'toDate' field reflects the updated appointment duration.
  50. Close the report and the form.
  51. Access the 'Scheduling Calendar' form.
  52. Right click on the appointment for "Client A".
  53. Click [Delete] and [Yes].
  54. Validate the 'Appointment Grid' no longer contains the appointment for "Client A".
  55. Click [Dismiss].
  56. Access the 'CareFabric Monitor' form.
  57. Enter the current date in the 'From Date' and 'Through Date' fields.
  58. Enter "TeleHealthAppointmentDeleted" in the 'Event/Action Search' field.
  59. Click [View Activity Log].
  60. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentDeleted" record.
  61. Click [Click To View Record].
  62. Validate the 'isReoccuringAppointment" contains "IsFalse".
  63. Validate the 'appointmentDateRange' field contains "null".
  64. Validate the 'participants' field contains "[ ]".
  65. Validate the 'programCode' field contains "null".
  66. Validate the 'serviceCode' field contains "null".
  67. Validate the 'teleHealthAppointmentID' - 'humanReadableValue' field contains "null".
  68. Validate the 'teleHealthAppointmentID' - 'id' field contains the unique id for the appointment.
  69. Validate the 'teleHealthProviderIDs' field contains "[ ]".
  70. Close the report and the form.
Scenario 2: Schedule a TeleHealth appointment with a TeleHealth location and validate the TeleHealthAppointmentCreated/Updated/Deleted SDK events
Specific Setup:
  • The 'Enable Telehealth integration at location level' registry setting is set to "Y"
  • A location must be defined as a "TeleHealth Location" in the 'Dictionary Update' form.
  • A client is enrolled in an existing episode and has a phone number and email filed (Client A).
  • A user is defined in 'User Definition' that has the following: "TeleHealth" selected in the 'Netsmart Mobile App Access' field, "System Admin" selected in the 'Netsmart Mobile App User Role' field, an email filed in the 'Organizational Email Address' field, and an associated staff member that has hours for scheduling.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter a non TeleHealth service code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select the TeleHealth Location in the 'Location' field.
  6. Click [Submit].
  7. Validate the 'Appointment Grid' contains the new appointment.
  8. Click [Dismiss].
  9. Access the 'CareFabric Monitor' form.
  10. Enter the current date in the 'From Date' and 'Through Date' fields.
  11. Enter "TeleHealthAppointmentCreated" in the 'Event/Action Search' field.
  12. Click [View Activity Log].
  13. Validate the 'CareFabric Monitor Report' field contains a "TeleHealthAppointmentCreated" record.
  14. Click [Click To View Record].
  15. Validate the 'isReoccuringAppointment" contains "IsFalse".
  16. Validate the 'appointmentDateRange' - 'fromDate' field contains the appointment start date/time.
  17. Validate the 'appointmentDateRange' - 'toDate' field contains the appointment end date/time.
  18. Validate the 'participants' - 'email' field contains "Client A's" email.
  19. Validate the 'participantID' - 'id' field contains "Client A's" ID.
  20. Validate the 'participantName' field contains "Client A's" name in the format of LAST,FIRST.
  21. Validate the 'phoneNumber' field contains "Client A's" phone number.
  22. Validate the 'typeCode' - 'code' field contains "CLIENT".
  23. Validate the 'typeCode' - 'isActive' field contains "true".
  24. Validate the 'programCode' - 'code' field contains "Client A's" program code.
  25. Validate the 'programCode' - 'displayName' field contains "Client A's" program.
  26. Validate the 'programCode' - 'isActive' field contains "true".
  27. Validate the 'serviceCode' - 'code' field contains the service code used.
  28. Validate the 'serviceCode' - 'displayName' field contains the name of the service code used.
  29. Validate the 'serviceCode' - 'isActive' field contains "true".
  30. Validate the 'teleHealthAppointmentID' - 'id' field contains unique id for the appointment.
  31. Validate the 'teleHealthProviderIDs' - 'humanReadableValue' field contains the TeleHealth Provider ID.
  32. Validate the 'teleHealthProviderIDs' - 'id' field contains the email associated to the TeleHealth Provider.
  33. Close the report and the form.
  34. Access the 'Scheduling Calendar' form.
  35. Right click on the appointment for "Client A".
  36. Click [Details/Edit].
  37. Enter any new value in the 'Duration' field.
  38. Click [Submit].
  39. Validate the 'Appointment Grid' field contains the appointment for "Client A" with the updated duration.
  40. Click [Dismiss].
  41. Access the 'CareFabric Monitor' form.
  42. Enter the current date in the 'From Date' and 'Through Date' fields.
  43. Enter "TeleHealthAppointmentUpdated" in the 'Event/Action Search' field.
  44. Click [View Activity Log].
  45. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentUpdated" record.
  46. Click [Click To View Record].
  47. Validate the 'isReoccuringAppointment" contains "Isfalse".
  48. Validate the 'appointmentDateRange' - 'fromDate' field reflects the updated appointment duration.
  49. Validate the 'appointmentDateRange' - 'toDate' field reflects the updated appointment duration.
  50. Close the report and the form.
  51. Access the 'Scheduling Calendar' form.
  52. Right click on the appointment for "Client A".
  53. Click [Delete] and [Yes].
  54. Validate the 'Appointment Grid' no longer contains the appointment for "Client A".
  55. Click [Dismiss].
  56. Access the 'CareFabric Monitor' form.
  57. Enter the current date in the 'From Date' and 'Through Date' fields.
  58. Enter "TeleHealthAppointmentDeleted" in the 'Event/Action Search' field.
  59. Click [View Activity Log].
  60. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentDeleted" record.
  61. Click [Click To View Record].
  62. Validate the 'isReoccuringAppointment" contains "IsFalse".
  63. Validate the 'appointmentDateRange' field contains "null".
  64. Validate the 'participants' field contains "[ ]".
  65. Validate the 'programCode' field contains "null".
  66. Validate the 'serviceCode' field contains "null".
  67. Validate the 'teleHealthAppointmentID' - 'humanReadableValue' field contains "null".
  68. Validate the 'teleHealthAppointmentID' - 'id' field contains the unique id for the appointment.
  69. Validate the 'teleHealthProviderIDs' field contains "[ ]".
  70. Close the report and the form.
Scenario 3: Schedule recurring TeleHealth appointment with a TeleHealth service code and validate the TeleHealthAppointmentCreated/Updated/Deleted SDK events
Specific Setup:
  • A service code must be defined as a "Telehealth Service" in the 'Service Codes' form.
  • Using "Dictionary Update" form:
  • Select the "Client" File.
  • Select data element "(10006) Location".
  • Select one active location and designate it as "Yes" for the extended dictionary data element "(586) Is this a Telehealth location?".
  • Using the "Registry Settings" form:
  • Enable the registry setting "Enable Telehealth integration at the location level".
  • Using the "Admission" form"
  • Admit a new client into any episode.
  • Navigate to the "Demographics" section.
  • Enter a home address, city, state and zip.
  • Enter an email address.
  • Enter a home telephone number.
Steps
  1. Open the "Scheduling Calendar" form.
  2. Schedule a recurring appointment telehealth service.
  3. Open the "Carefabric Monitor" form:
  4. Run the Activity Log for the following events "TeleHealthAppointmentCreated".
  5. Validate that a "TeleHealthAppointmentCreated" event is generated for however many appointments are in the reccurrence.
  6. Validate that each "TeleHealthAppointmentCreated" event includes the following:
  7. Validate the event includes the "RecurrenceInformation" object.
  8. Validate the event includes the "isRecurringAppointment is true" property.
  9. Return to the "Scheduling Calendar":
  10. Edit the recurring appointment that was created in previous steps.
  11. Change the duration of the service.
  12. Open the "Carefabric Monitor" form:
  13. Run the Activity Log for the following events "TeleHealthAppointmentUpdated".
  14. Validate that a "TeleHealthAppointmentUpdated" event is generated for however many appointments are in the reoccurrence.
  15. Validate that each "TeleHealthAppointmentUpdated" event includes the following:
  16. Validate the event includes the "RecurrenceInformation" object.
  17. Validate the event includes the "isRecurringAppointment is true" property.
  18. Return to the "Scheduling Calendar":
  19. Delete the recurring appointment that was created and edited in previous steps.
  20. Change the duration of the service.
  21. Open the "Carefabric Monitor" form:
  22. Run the Activity Log for the following events "TeleHealthAppointmentDeleted".
  23. Validate that a "TeleHealthAppointmentDeleted" event is generated for however many appointments are in the reoccurrence.
  24. Validate that each "TeleHealthAppointmentDeleted" event includes the following:
  25. Validate the event includes the "RecurrenceInformation" object.
  26. Validate the event includes the "isRecurringAppointment is true" property.
Scenario 4: Schedule recurring TeleHealth appointment with a TeleHealth location and validate the TeleHealthAppointmentCreated/Updated/Deleted SDK events
Specific Setup:
  • A service code must be defined as a "Telehealth Service" in the 'Service Codes' form.
  • Using "Dictionary Update" form:
  • Select the "Client" File.
  • Select data element "(10006) Location".
  • Select one active location and designate it as "Yes" for the extended dictionary data element (586) Is this a Telehealth location?".
  • Using the "Registry Settings" form:
  • Enable the registry setting "Enable Telehealth integration at the location level".
  • Using the "Admission" form:
  • Admit a new client into any episode.
  • Navigate to the "Demographics" section.
  • Enter a home address, city, state and zip.
  • Enter an email address.
  • Enter a home telephone number.
Steps
  1. Open the "Scheduling Calendar" form:
  2. Schedule a recurring appointment telehealth service or the location that you specified as a telehealth location in setup.
  3. Open the "Carefabric Monitor" form:
  4. Run the Activity Log for the following events "TeleHealthAppointmentCreated".
  5. Validate that a "TeleHealthAppointmentCreated" event is generated for however many appointments are in the reccurrence.
  6. Validate that each "TeleHealthAppointmentCreated" event includes the following:
  7. Validate the event includes the "RecurrenceInformation" object.
  8. Validate the event includes the "isRecurringAppointment is true" property.
  9. Return to the "Scheduling Calendar":
  10. Edit the recurring appointment that was created in previous steps.
  11. Change the duration of the service.
  12. Open the "Carefabric Monitor" form:
  13. Run the Activity Log for the following events "TeleHealthAppointmentUpdated".
  14. Validate that a "TeleHealthAppointmentUpdated" event is generated for however many appointments are in the reoccurrence.
  15. Validate that each "TeleHealthAppointmentUpdated" event includes the following:
  16. Validate the event includes the "RecurrenceInformation" object.
  17. Validate the event includes the "isRecurringAppointment is true" property.
  18. Return to the "Scheduling Calendar":
  19. Delete the recurring appointment that was created and edited in previous steps.
  20. Change the duration of the service.
  21. Open the "Carefabric Monitor" form:
  22. Run the Activity Log for the following events "TeleHealthAppointmentDeleted".
  23. Validate that a "TeleHealthAppointmentDeleted" event is generated for however many appointments are in the reoccurrence.
  24. Validate that each "TeleHealthAppointmentDeleted" event includes the following:
  25. Validate the event includes the "RecurrenceInformation" object.
  26. Validate the event includes the "isRecurringAppointment is true" property.
Topics
• Telehealth • NX
Update 39 Summary | Details
Avatar CareFabric - Bells Notes Integration
Scenario 1: Validate the 'GetValueSet' SDK action
Steps
  • Internal testing only.
Scenario 2: Treatment Plan - validate the 'SearchCarePlan' SDK action
Steps
  • Internal testing only.
Topics
• Service Codes • Treatment Plan • CareFabric
Update 41 Summary | Details
Avatar CareFabric - Support for future functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Discharge
  • Pre Admit Discharge
  • Pre Admit
Scenario 1: 'PutProgramAdmission' action- Create a new Outpatient episode
Steps
  • Internal testing only.
Scenario 2: 'PutProgramDischarge' - Discharge a Pre Admit episode
Steps
  • Internal testing only.
Scenario 3: 'PutProgramAdmission' - Create a Pre Admit episode
Specific Setup:
  • The 'Allow Admission To File/Edit Pre-Admits' registry setting must be set to "Y".
Steps
  • Internal testing only.
Topics
• Admission • CareFabric • Discharge
Update 50 Summary | Details
Avatar CareFabric - Support for future functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
Scenario 1: Validate adding a new client via the 'PutClient' SDK action
Steps
  • Internal testing only.
Topics
• CareFabric • Update Client Data
 

Avatar_CareFabric_2023_Monthly_Release_2023.02.02_Details.csv