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Avatar CareFabric 2023 Monthly Release 2023.03.00 Acceptance Tests

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Update 27 Summary | Details
Support for the 'Patient Health Questionnaire-2' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Patient Health Questionnaire-9
  • Patient Health Questionnaire-2
  • Care Record Mapping
  • Patient Health Questionnaire-A
Scenario 1: Patient Health Questionnaire-2 - Validate the 'EhrAssessmentResultCreated' SDK event
Specific Setup:
  • A client is enrolled in an existing episode with a date of birth on file (Client A).
  • The logged in user has an associated practitioner (Practitioner A).
Steps
  1. Select "Client A" and access the 'Patient Health Questionnaire-2' form.
  2. Validate the 'Assessment Date' field contains the current date.
  3. Validate the 'Assessment Practitioner' contains "Practitioner A".
  4. Note: if the user does not have an associated practitioner, this field will be left blank.
  5. Select "Several Days" in the '1. Little interest or pleasure in doing things' field.
  6. Select "Several Days" in the '2. Feeling down, depressed, or hopeless' field.
  7. Validate the 'Total Score' field contains "2" and is disabled.
  8. Validate the 'Depression Evaluation' field contains "Negative" and is disabled.
  9. Select "Final" in the 'Assessment Status' field.
  10. Validate a message is displayed stating: Once set to "Final", the data will be view only.
  11. Click [OK].
  12. Validate all fields are disabled.
  13. Click [Submit].
  14. Access the 'CareFabric Monitor' form.
  15. Enter the current date in the 'From Date' and 'Through Date' fields.
  16. Click [View Activity Log].
  17. Validate the 'CareFabric Monitor Report' contains a "EhrAssessmentResultCreated" record.
  18. Click [Click To View Record].
  19. Validate the 'assessmentDate' field contains the current date.
  20. Validate the 'assessmentTypeCode' - 'code' field contains "PHT".
  21. Validate the 'assessmentTypeCode' - 'displayName' field contains "Patient Health Questionnaire-2".
  22. Validate the 'clientID' - 'id' field contains "Client A".
  23. Validate the 'ehrAssessmentResultID' - 'id' field contains a unique ID for the assessment.
  24. Validate the 'providerID' - 'id' field contains "Practitioner A".
  25. Validate the first 'scorings' - 'categoryIdentifier' field contains "TotalScore".
  26. Validate the first 'scorings' - 'score' field contains "2".
  27. Validate the second 'scorings' - 'categoryIdentifier' field contains "DepressionEvaluation".
  28. Validate the second 'scorings' - 'meaningIdentifier' field contains "N".
  29. Close the report and the form.
Scenario 2: Care Record Mapping - Validate mapping for the 'Depression Assessment' to the 'Patient Health Questionnaire-2' form
Specific Setup:
  • A client is enrolled in an existing episode with a date of birth on file (Client A).
  • The logged in user has an associated practitioner (Practitioner A).
Steps
  1. Access the 'Care Record Mapping' form.
  2. Select "Depression Assessment" in the 'Type of Assessment' field.
  3. Select "[Avatar CWS] Patient Health Questionnaire-2" in the 'Form To Map' field.
  4. Select "Patient Health Questionnaire-2" in the 'Section' field.
  5. Select "Assessment Date" in the 'Care Record Field Name' field.
  6. Select "Assessment Date" in the 'Assessment Field' field.
  7. Click [Save Mapping].
  8. Validate a message is displayed stating: Mapping Saved.
  9. Click [OK].
  10. Select "Depression Screening Value Negative" in the 'Care Record Field Name' field.
  11. Select "Depression Evaluation" in the 'Assessment Field' field.
  12. Click [Save Mapping].
  13. Validate a message is displayed stating: Mapping Saved.
  14. Click [OK].
  15. Select "Depression Screening Value Positive" in the 'Care Record Field Name' field.
  16. Select "Depression Evaluation" in the 'Assessment Field' field.
  17. Click [Save Mapping].
  18. Validate a message is displayed stating: Mapping Saved.
  19. Click [OK].
  20. Select "Performing Provider" in the 'Care Record Field Name' field.
  21. Select "Assessment Practitioner" in the 'Assessment Field' field.
  22. Click [Save Mapping].
  23. Validate a message is displayed stating: Mapping Saved.
  24. Click [OK].
  25. Select "Reason For Not Screening" in the 'Care Record Field Name' field.
  26. Select "Reason For Not Administering" in the 'Assessment Field' field.
  27. Click [Save Mapping].
  28. Validate a message is displayed stating: Mapping Saved.
  29. Click [OK].
  30. Select "Total Score" in the 'Care Record Field Name' field.
  31. Select "Total Score" in the 'Assessment Field' field.
  32. Click [Save Mapping].
  33. Validate a message is displayed stating: Mapping Saved.
  34. Click [OK] and close the form.
  35. Select "Client A" and access the 'Patient Health Questionnaire-2' form.
  36. Validate the 'Assessment Date' field contains the current date.
  37. Validate the 'Assessment Practitioner' contains "Practitioner A".
  38. Select any value in the 'Reason For Not Administering' field.
  39. Validate the '1. Little interest or pleasure in doing things' and '2. Feeling down, depressed, or hopeless' fields are now disabled.
  40. Click [Submit].
  41. Access the 'CareFabric Monitor' form.
  42. Enter the current date in the 'From Date' and 'Through Date' fields.
  43. Click [View Activity Log].
  44. Validate the 'CareFabric Monitor Report' contains two 'EhrAssessmentResultCreated' records.
  45. One for the 'Depression Assessment' mapping defined in 'Care Record Mapping' and the other is triggered whenever the 'Patient Health Questionnaire-2' form is filed.
  46. Click [Click To View Record] for the record triggered for the 'Depression Assessment' record.
  47. Validate the 'assessmentDate' field contains the current date.
  48. Validate the 'assessmentTypeCode' - 'code' field contains "1".
  49. Validate the 'assessmentTypeCode' - 'displayName' field contains "DepressionAssessment".
  50. Validate the 'providerID' - 'id' field contains "Practitioner A".
  51. Validate the 'reasonForNotScreeningCode' - 'code' field contains the code associated to the value selected in the previous steps.
  52. Validate the 'reasonForNotScreeningCode' - 'displayName' field contains the value selected in the previous steps.
  53. Close the report and the form.
  54. Select "Client A" and access the 'Patient Health Questionnaire-2' form.
  55. Select the record filed in the previous steps and click [Edit].
  56. Clear the value in the 'Reason For Not Administering' field.
  57. Select "Several Days" in the '1. Little interest or pleasure in doing things' field.
  58. Select "Several Days" in the '2. Feeling down, depressed, or hopeless' field.
  59. Validate the 'Total Score' field contains "2" and is disabled.
  60. Validate the 'Depression Evaluation' field contains "Negative" and is disabled.
  61. Select "Final" in the 'Assessment Status' field.
  62. Validate a message is displayed stating: Once set to "Final", the data will be view only.
  63. Click [OK].
  64. Validate all fields are disabled.
  65. Click [Submit].
  66. Access the 'CareFabric Monitor' form.
  67. Enter the current date in the 'From Date' and 'Through Date' fields.
  68. Click [View Activity Log].
  69. Validate the 'CareFabric Monitor Report' contains two 'EhrAssessmentResultUpdated' records.
  70. One for the 'Depression Assessment' mapping defined in 'Care Record Mapping' and the other is triggered whenever the 'Patient Health Questionnaire-2' form is filed.
  71. Click [Click To View Record] for the record triggered for the 'Depression Assessment' record.
  72. Validate the 'assessmentDate' field contains the current date.
  73. Validate the 'assessmentTypeCode' - 'code' field contains "1".
  74. Validate the 'assessmentTypeCode' - 'displayName' field contains "DepressionAssessment".
  75. Validate the 'providerID' - 'id' field contains "Practitioner A".
  76. Validate the 'reasonForNotScreeningCode' field contains "null".
  77. Validate the first 'scorings' - 'categoryIdentifier' field contains "TotalScore".
  78. Validate the first 'scorings' - 'score' field contains "2".
  79. Validate the second 'scorings' - 'categoryIdentifier' field contains "DepressionEvaluation".
  80. Validate the second 'scorings' - 'meaningIdentifier' field contains "N".
  81. Validate the third 'scorings' - 'categoryIdentifier' field contains "DepressionEvaluation".
  82. Validate the third 'scorings' - 'meaningIdentifier' field contains "N".
  83. Close the report and the form.
Topics
• CareFabric Monitor • Patient Health Questionnaire-2 • Care Record Mapping
Update 33 Summary | Details
Review Results - 'Reviewed By' user
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Review Results
  • Launch OrderConnect
  • Lab Result Detail
  • Medical Note
  • Lab Order Results
Scenario 1: Medical Note - Review results and validate the 'LaboratoryResultUpdated' SDK event
Specific Setup:
  • The 'Medical Note' POV application is configured.
  • The logged in user must be a "Provider" (User A).
  • A client is enrolled in an existing episode (Client A).
  • "Client A" has lab results on file that have not yet been reviewed (Result A).
Steps
  1. Select "Client A" and access 'Medical Note'.
  2. Validate the 'Facesheet' is displayed.
  3. Select the 'Lab Results' section.
  4. Validate "Result A" is displayed under 'Results Pending Review'.
  5. Click [Review].
  6. Enter the desired value in the 'Review Notes' field.
  7. Click [Save].
  8. Validate "Result A" is now displayed under 'Reviewed Lab Results'.
  9. Access the 'Review Results' form.
  10. Select "Client A" in the 'Client ID' field.
  11. Select "Result A" in the 'Select Results' field.
  12. Validate the 'Results' field contains the expected data.
  13. Click [View Review History].
  14. Validate the 'Result Review Report' is displayed.
  15. Validate the 'Reviewed By' field contains "User A".
  16. Validate all other data displays as expected.
  17. Close the report and the form.
Scenario 2: Create Lab Results in OrderConnect via myAvatar and validate the client reviewed Lab Results display in the 'Lab Results' section of Medical Note
Specific Setup:
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • The 'Medical Note' POV application must be configured.
  • A client must be enrolled in an existing episode (Client A).
  • The logged in user must have an associated practitioner with an NPI number (User A).
Steps
  1. Select "Client A" and access the 'Launch OrderConnect' form.
  2. Click [Launch OrderConnect].
  3. Verify the 'OrderConnect Chart' window is displayed.
  4. Click [Orders] and [Add Result].
  5. Populate all required fields to add a new lab result.
  6. Click [Save].
  7. Validate the lab result is displayed.
  8. Close the chart and the form.
  9. Select "Client A" and access 'Medical Note'.
  10. Validate the 'Facesheet' is displayed.
  11. Select the 'Lab Results' section.
  12. Validate the new lab result is displayed under 'Results Pending Review'.
  13. Select "Client A" and access the 'Launch OrderConnect' form.
  14. Click [Launch OrderConnect].
  15. Verify the 'OrderConnect Chart' window is displayed.
  16. Click [Orders].
  17. Navigate to the lab result entered in the previous steps.
  18. Click on the 'Date' field to review the result.
  19. Select "User A" in the 'Clinical Review By' field.
  20. Select "User A" in the 'Patient Review By' field.
  21. Populate any other required and desired fields to review the lab result.
  22. Click [Save] and refresh the orders.
  23. Validate the lab result now shows as reviewed.
  24. Close the chart and the form.
  25. Select "Client A" and access 'Medical Note'.
  26. Validate the 'Facesheet' is displayed.
  27. Select the 'Lab Results' section.
  28. Validate the reviewed lab result is now displayed under 'Reviewed Lab Results'.
  29. Access the 'Review Results' form.
  30. Select "Client A" in the 'Client ID' field.
  31. Select the lab results filed in the previous steps in the 'Select Results' field.
  32. Validate the 'Results' field contains the expected data.
  33. Click [View Review History].
  34. Validate the 'Result Review Report' is displayed.
  35. Validate the 'Reviewed By' field contains "User A".
  36. Validate all other data displays as expected.
  37. Close the report and the form.
Avatar CareFabric - Support for other products and modules
Scenario 1: Validate the 'ListLaboratoryResultTestObservation' SDK action
Steps

Internal testing only.

Scenario 2: Validate the 'GetLaboratoryResultTestObservation' SDK action
Steps

Internal testing only.
Topics
• Medical Note • Results • Lab Results • CareFabric
Update 42 Summary | Details
Avatar CareFabric - Support for the Flowsheet CarePOV
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Vitals Entry
Scenario 1: Flowsheet - File Vitals and validate the 'VitalSignSetCreated' SDK event
Specific Setup:
  • Avatar must be configured with the 'Flowsheet' CarePOV.
  • 'Flowsheet' must have a "Vitals" assessment configured.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and navigate to the 'Flowsheet' CarePOV.
  2. Select the "Vitals" assessment.
  3. Populate the desired vitals.
  4. Click [Sign].
  5. Validate a message displays stating: Successfully Signed.
  6. Access the 'CareFabric Monitor' form
  7. Enter the current date in the 'From Date' and 'Through Date' fields.
  8. Select "Client A" in the 'Client ID' field.
  9. Select "VitalSignSetCreated" in the 'Event/Action Search' field.
  10. Click [View Activity Log].
  11. Validate the 'CareFabric Monitor Report' contains a "VitalSignSetCreated" record and select it.
  12. Click [Click To View Record].
  13. Validate the 'clientID' - 'id' field contains "Client A".
  14. Validate the 'extendedAttributes' - 'id' field contains "Flowsheet".
  15. Validate the 'extendedAttributes' - 'type' field contains "DataEntrySource".
  16. Close the report and the form.
Topics
• Vitals • CareFabric
Update 43 Summary | Details
'CareFabric Monitor Report' - Report Launch
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Diagnosis
Scenario 1: Diagnosis - Validate the 'DiagnosisCreated' and 'DiagnosisUpdated' SDK events
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Diagnosis' form.
  2. Select the desired value in the 'Type Of Diagnosis' field.
  3. Enter the desired date in the 'Date Of Diagnosis' field.
  4. Enter the desired time the 'Time Of Diagnosis' field.
  5. Click [New Row].
  6. Select the desired value in the 'Diagnosis Search' field.
  7. Select "Active" in the 'Status' field.
  8. Select the desired practitioner in the 'Diagnosing Practitioner' field.
  9. Click [Submit].
  10. Access the 'CareFabric Monitor' form.
  11. Enter the current date in the 'From Date' and 'Through Date' fields.
  12. Select "Client A" in the 'Client ID' field.
  13. Select "DiagnosisCreated" in the 'Event/Action Search' field.
  14. Click [View Activity Log].
  15. Validate the 'CareFabric Monitor Report' displays a 'DiagnosisCreated' record.
  16. Click [Click To View Record].
  17. Validate the 'startDate' field contains the 'Date Of Diagnosis' and 'Time Of Diagnosis' populated in the previous steps.
  18. Validate the 'statusCode' - 'code' field contains "1".
  19. Validate the 'statusCode' - 'displayName' field contains "Active".
  20. Validate all other previously filed data displays as expected.
  21. Close the report and the form.
'CareFabric Monitor' form
Scenario 1: Mobile Caregiver+ - Validate the 'EvvResourceUpdated' event for an inactive 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. Validate the 'Staff ID' field is displayed.
  27. Select the new practitioner in the 'Staff ID' field.
  28. Click [View Activity Log].
  29. Validate the 'CareFabric Monitor Report' contains an "EvvResourceUpdated" record for the new practitioner.
  30. Click [Click To View Record] for the "EvvResourceUpdated" record.
  31. Validate the 'birthDate' field contains the 'Date Of Birth'.
  32. Validate the 'emailAccounts' - 'address' field contains the 'Email Address'.
  33. Validate the 'isActive' field contains "true".
  34. Validate the 'name' - 'first' field contains the practitioner's first name.
  35. Validate the 'name' - 'last' field contains the practitioner's last name.
  36. Validate the 'phoneNumber' - 'number' field contains the practitioner's phone number.
  37. Validate the 'phoneNumber' - 'phoneNumberID' - 'id' field contains the practitioner's ID with "SC" at the end indicating "Staff Cell".
  38. Validate the 'phoneNumber' - 'typeCode' - 'code' field contains "Cell".
  39. Validate the 'providerOrganizationIDs' - 'id' field contains the 'EVV Provider Organization ID'(s) filed in 'Program Maintenance'.
  40. Validate the 'resourceID' - 'id' field contains the practitioner's ID.
  41. Validate the 'resourceStateID' - 'id' field contains the 'Staff EVV ID'.
  42. Validate the 'resourceStateIDs' - id' field contains the 'Staff EVV ID'.
  43. Validate the 'resourceStateIDs' - 'type' field contains the 'Staff EVV Type'.
  44. Validate the 'ssn' field contains the practitioner's social security number.
  45. Close the report and the form.
  46. Access the 'Practitioner Termination' form for the new practitioner.
  47. Enter the desired date in the 'Termination Date' field.
  48. Select the desired value in the 'Reason For Termination' field.
  49. Click [Submit].
  50. Access the 'CareFabric Monitor' form.
  51. Enter the current date in the 'From Date' and 'Through Date' fields.
  52. Select the terminated practitioner in the 'Staff ID' field.
  53. Click [View Activity Log].
  54. Validate the 'CareFabric Monitor Report' contains a second "EvvResourceUpdated" record for the now terminated practitioner.
  55. Click [Click To View Record].
  56. Validate the 'isActive' field now contains "false".
  57. Close the report and the form.
Scenario 2: Practitioner Enrollment - Validate the 'StaffMemberCreated' SDK event
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Practitioner Enrollment' form.
  2. Search for any new value in the 'Select Staff' dialog.
  3. Click [New Staff].
  4. Validate a "Staff" message is displayed stating: Auto Assign Next ID Number?
  5. Click [Yes].
  6. Enter "STAFF,TEST" in the 'Name' field.
  7. Select the desired value in the 'Sex' field.
  8. Enter the current date in the 'Registration Date' field.
  9. Enter the desired value in the 'Office Address - Zip Code' field.
  10. Enter the desired value in the 'Office Telephone (1)' field.
  11. Select the "Categories/Taxonomy" section.
  12. Select "Create New" in the 'Category/Taxonomy' field.
  13. Enter the current date in the 'Effective Date' field.
  14. Select the desired value in the 'Practitioner Category' field.
  15. Select the desired value in the 'Discipline' field.
  16. Click [Practitioner Credentials].
  17. Select the desired credentials in the 'Select Credentials' field.
  18. Click [OK].
  19. Click [Add Practitioner Categories].
  20. Validate an "Information" message is displayed stating: Saved. Please note: The changes will take effect when you submit the form.
  21. Click [OK] and [Submit]. Note: this will now be referred to as "Practitioner A".
  22. Access the 'CareFabric Monitor' form.
  23. Enter the current date in the 'From Date' and 'Through Date' fields.
  24. Validate the 'Staff ID' field is displayed.
  25. Select "Practitioner A" in the 'Staff ID' field.
  26. Select "Client A" in the 'Client ID' field.
  27. Validate the 'Staff ID' field no longer contains a value.
  28. Select "Practitioner A" in the 'Staff ID' field.
  29. Validate the 'Client ID' field no longer contains a value.
  30. Click [View Activity Log].
  31. Validate the 'CareFabric Monitor Report' is displayed.
  32. Validate the 'CareFabric Monitor Report' contains a 'StaffMemberCreated' record for "Practitioner A".
  33. Click [Click to View Record].
  34. Validate 'activatedDate' field contains the current date.
  35. Validate 'name' - 'first' contains "TEST".
  36. Validate 'name' -'last' contains "STAFF".
  37. Validate all other previously filed data is displayed.
  38. Close the report and the form.
Topics
• Diagnosis • Electronic Visit Verification • Practitioner • CareFabric Monitor
Update 45 Summary | Details
Managed Care Authorizations
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Managed Care Authorizations
  • Display Managed Care Authorizations
Scenario 1: Managed Care Authorizations - Field Validation
Specific Setup:
  • Admit a test client.
Steps
  1. Open the "Managed Care Authorizations" form.
  2. Enter required/optional managed care authorization data.
  3. Submit the form to file data.
  4. Open the "Managed Care Authorizations" form.
  5. Retrieve the data entered and validate it displays as it was entered.
Topics
• Client Management • NX
Update 48 Summary | Details
Bells Notes - 'Site Specific Section Modeling' fields
Scenario 1: Bells Notes Integration - validate 'Site Specific Section Modeling' in progress notes when document routing is enabled
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form must be configured for Bells Notes with the following:
  • Document routing enabled
  • 'Site Specific Section Modeling' fields that are imported to a corresponding note type in Bells (Note Type A).
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' widget on the HomeView.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Log into Bells Notes with existing login credentials for "User A".
  2. Search for "Client A".
  3. Click [Start Note] and verify the existence of the 'Session Information' window.
  4. Fill out all required fields and select "Note Type A".
  5. Verify the existence of "Client A" in the client header when note is started.
  6. Fill out all required fields including fields added via 'Site Specific Section Modeling'.
  7. Click [Sign Note].
  8. Validate the Sign Note' dialog is displayed.
  9. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  10. Validate a message is displayed stating: Note Signed Successfully.
  11. Log into myAvatar as "User A".
  12. Navigate to the "My To Do's" widget.
  13. Validate a To-Do is displayed for the progress note sent via Bells Notes for "Client A".
  14. Click [Approve Document].
  15. Validate the progress note data is displayed, including the 'Site Specific Section Modeling' fields.
  16. Click [Accept].
  17. Enter the password for "User A" in the 'Verify Password' field and click [OK].
  18. Validate the To-Do is no longer displayed.
Bells Notes - Add-On Service Codes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Registry Settings (PM)
Scenario 1: Bells Notes Integration - Validate Multiple Add-On Service Code Functionality when document routing is enabled
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • The 'Enable Multiple Add-On Code Per Primary Code Functionality' registry setting is enabled.
  • A primary service code is defined (Service Code A) with multiple add-on codes associated (Add On 1, Add On 2, Add On 3).
  • The 'Progress Notes (Group and Individual)' form must be configured for Bells Notes with the following:
  • Document routing enabled
  • The following fields added via 'Site Specific Section Modeling':
  • Add-On Service
  • Add-On Duration
  • Save Add-On Service
  • Selected Add-On Services
  • Select Add-On Service Entry to Edit/Remove
  • Remove Add-On Service
  • Add-On Service Notes
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner
  • Does not require a supervisor's approval for document routing
  • Access to the 'Progress Notes' and 'My To Do's' widget on the HomeView.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Log into Bells Notes as "User A".
  2. Search for "Client A".
  3. Click [Start Note] and verify the existence of the 'Session Information' window.
  4. Select "Service Code A" in the 'Service Code' field.
  5. Fill out all required fields and select the desired note type.
  6. Verify the existence of "Client A" in the client header when note is started.
  7. Fill out all required fields.
  8. Select "Add On 1", "Add On 2", and "Add On 3" in the 'Add-On Services' field.
  9. Enter the desired duration/comments for each add-on.
  10. Click [Sign Note].
  11. Validate the Sign Note' dialog is displayed.
  12. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  13. Validate a message is displayed stating: Note Signed Successfully.
  14. Log into myAvatar as "User A".
  15. Navigate to the "My To Do's" widget.
  16. Validate a To-Do is displayed for the progress note sent via Bells Notes for "Client A".
  17. Review the To-Do.
  18. Validate the 'Document Preview' contains all progress note data filed, including the 'Selected Add-On Services' section.
  19. Click [Accept].
  20. Enter the password for "User A" in the 'Verify Password' field and click [OK].
  21. Validate the To-Do is no longer displayed.
  22. Select "Client A" and access the 'Progress Notes' widget.
  23. Validate the note filed in the previous steps is displayed and contains all progress note data, including the 'Selected Add-On Services'.
  24. Access the 'Client Ledger' form.
  25. Select "Client A" in the 'Client ID' field.
  26. Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
  27. Select "Simple" in the 'Ledger Type' field.
  28. Select "Yes" in the 'Include Zero Charges' field.
  29. Click [Process].
  30. Validate the 'Client Ledger' report contains "Service Code A", "Add On 1", "Add On 2" and "Add On 3".
  31. Close the report and the form.
Topics
• Progress Notes • Bells Notes • Site Specific Section Modeling • CareFabric
Update 49 Summary | Details
ProviderConnect Enterprise - Client Search
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
Scenario 1: ProviderConnect Enterprise - Admission - Validate client search using social security number
Specific Setup:
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be configured for a valid managing organization.
  • A client must exist in the configured managing organization's system with a SSN on file (Client A).
  • A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).
Steps
  1. Access the 'Admission' form.
  2. Verify the 'Select Client' dialog is displayed.
  3. Enter the last name of the client that exists in the managing organization's system in the 'Last Name' field.
  4. Enter the first name of the client that exists in the managing organization's system in the 'First Name' field.
  5. Enter the sex of the client that exists in the managing organization's system in the 'Sex' field.
  6. Click [Search].
  7. Validate a "Search Results" message is displayed stating: No matches found.
  8. Click [OK] and [New Client].
  9. Validate a "Client" message is displayed stating: Auto Assign Next ID Number?
  10. Click [Yes].
  11. Enter the desired date in the 'Preadmit/Admission Date' field.
  12. Enter the desired time in the 'Preadmit/Admission Time' field.
  13. Select any program that is selected in the 'Associated Admission Programs' field in the 'Managing Organization Definition' form in the 'Program' field.
  14. Select the desired value in the 'Type Of Admission' field.
  15. Select desired value in the 'Source Of Admission' field.
  16. Enter "Practitioner A" in the 'Admitting Practitioner' field.
  17. Enter "Client A's" social security number in the 'Social Security Number' field.
  18. Select the "ProviderConnect Enterprise Identifiers" section.
  19. Click [Add New Item].
  20. Select the defined managing organization in the 'External Organization' field.
  21. Click [Search].
  22. Select the matching client record in the 'Select Matching Client Record' dialog.
  23. Click [OK].
  24. Validate the 'External ID' field contains the client ID for the client in the managing organization's system.
  25. Click [Update Demographics].
  26. Validate an "Information" message is displayed stating: Client Demographics Information Updated.
  27. Click [OK].
  28. Select the "Demographics" section.
  29. Validate demographic fields have been updated to match the managing organizations record.
  30. Click [Submit].
  31. Access the 'ProviderConnect Enterprise Action Log' form.
  32. Enter the desired date in the 'From Date' and 'Through Date' fields.
  33. Enter the desired time in the 'From Time' and 'Through Time' fields.
  34. Select the desired organization in the 'Managing Organization' field.
  35. Select "PutProgramAdmission" in the 'Action Name' field.
  36. Click [View Action Log].
  37. Verify the 'ProviderConnect Enterprise Action Log' Report is displayed.
  38. Validate the 'ProviderConnect Enterprise Action Log' Report contains a row for the 'PutProgramAdmission' action that was triggered from the 'Admission' form with a result of "Success".
  39. Close the report and the form.
ProviderConnect Enterprise - 'Admission' data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Create and Export Clinical Information
  • Admission
  • Discharge
Scenario 1: ProviderConnect Enterprise- Validate the 'PutProgramAdmission' action
Specific Setup:
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be configured for a valid managing organization.
  • A client must exist in the configured managing organization's system with the following on file: 'Date of Birth', 'Social Security Number', 'Employment Status', 'Sexual Orientation', and 'Education' (Client A).
  • A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).
Steps
  1. Access the 'Admission' form.
  2. Verify the 'Select Client' dialog is displayed.
  3. Enter the last name of the client that exists in the managing organization's system in the 'Last Name' field.
  4. Enter the first name of the client that exists in the managing organization's system in the 'First Name' field.
  5. Enter the sex of the client that exists in the managing organization's system in the 'Sex' field.
  6. Click [Search].
  7. Validate a "Search Results" message is displayed stating: No matches found.
  8. Click [OK] and [New Client].
  9. Validate a "Client" message is displayed stating: Auto Assign Next ID Number?
  10. Click [Yes].
  11. Enter the desired date in the 'Preadmit/Admission Date' field.
  12. Enter the desired time in the 'Preadmit/Admission Time' field.
  13. Select any program that is selected in the 'Associated Admission Programs' field in the 'Managing Organization Definition' form in the 'Program' field.
  14. Select the desired value in the 'Type Of Admission' field.
  15. Select desired value in the 'Source Of Admission' field.
  16. Enter "Practitioner A" in the 'Admitting Practitioner' field.
  17. Enter "Practitioner A" in the 'Attending Practitioner' field.
  18. Select the "ProviderConnect Enterprise Identifiers" section.
  19. Click [Add New Item].
  20. Select the defined managing organization in the 'External Organization' field.
  21. Click [Search].
  22. Select the matching client record in the 'Select Matching Client Record' dialog.
  23. Click [OK].
  24. Validate the 'External ID' field contains the client ID for the client in the managing organization's system.
  25. Click [Update Demographics].
  26. Validate an "Information" message is displayed stating: Client Demographics Information Updated.
  27. Click [OK].
  28. Select the "Demographics" section.
  29. Validate demographic fields have been updated to match the managing organizations record.
  30. Validate the 'Education' field contains the value on file in the managing organization's system.
  31. Validate the 'Employment Status' field contains the value on file in the managing organization's system.
  32. Validate the 'Sexual Orientation' field contains the value on file in the managing organization's system.
  33. Select the "Admission" section.
  34. Validate the 'Date of Birth' field contains the value on file in the managing organization's system.
  35. Validate the 'Social Security Number' field contains the value on file in the managing organization's system.
  36. Click [Submit].
  37. Access the 'ProviderConnect Enterprise Action Log'.
  38. Enter the desired date in the 'From Date' and 'Through Date' fields.
  39. Enter the desired time in the 'From Time' and 'Through Time' fields.
  40. Select the desired organization in the 'Managing Organization' field.
  41. Select "PutProgramAdmission" in the 'Action Name' field.
  42. Click [View Action Log].
  43. Verify the 'ProviderConnect Enterprise Action Log' Report is displayed.
  44. Validate the 'ProviderConnect Enterprise Action Log' Report contains a row for the 'PutProgramAdmission' action that was triggered from the 'Admission' form with a result of "Success".
  45. Close the report and the form.
Topics
• ProviderConnect Enterprise • CareFabric
Update 51 Summary | Details
The 'TelehealthAppointmentDeleted' message
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Scheduling Calendar
Scenario 1: Delete an individual appointment and validate the 'AppointmentDeleted' SDK event is raised
Specific Setup:
  • A client has an existing appointment scheduled (Client A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click on the existing appointment and click [Delete].
  3. Click [Yes].
  4. Validate the 'Appointment Grid' no longer contains the appointment.
  5. Click [Dismiss].
  6. Access the 'CareFabric Monitor' form.
  7. Enter the current date in the 'From Date' and 'Through Date' fields.
  8. Enter "Client A" in the 'Client ID' field.
  9. Click [View Activity Log].
  10. Validate the 'CareFabric Monitor Report' contains the 'AppointmentDeleted' message.
  11. Validate the 'TeleHealthAppointmentDeleted' message is not displayed.
  12. Click [Click To View Record].
  13. Validate the 'clientID' - 'id' field contains "Client A's" Client ID.
  14. Validate the 'pertainingToClientEventID' - 'id' field contains "Client A's" episode number.
  15. Close the report and the form.
Topics
• Scheduling Calendar • Delete Appointment • CareFabric Monitor
Update 52 Summary | Details
ProviderConnect Enterprise - 'EhrAssessmentResult' data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CSI Assessment
  • Cal-OMS Admission
  • Cal-OMS Annual Update
  • Cal-OMS Discharge
  • Financial Investigation
  • CSI Admission
Scenario 1: ProviderConnect Enterprise - CSI Assessment - Validate the 'PutEhrAssessment' action
Specific Setup:
  • Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be defined for a valid managing organization.
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).
  • Client A's episode must be in a program that has "Yes" selected in the 'Mental Health Program (CSI)' field in the 'Program Maintenance' form.
Steps
  1. Select "Client A" and access the 'CSI Assessment' form.
  2. Select the desired episode in the Pre-Display and click [OK].
  3. Populate all required and desired fields.
  4. Click [Submit].
  5. Access the 'ProviderConnect Enterprise Action Log'.
  6. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  7. Enter the desired times in the 'From Time' and 'Through Time' fields.
  8. Select the desired organization in the 'Managing Organization' field.
  9. Select "PutEhrAssessment" in the 'Action Name' field.
  10. Click [View Action Log].
  11. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  12. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'CSI Assessment' form with a "Success" result.
  13. Close the report and the form.
Scenario 2: ProviderConnect Enterprise - Cal-OMS Admission - Validate the 'PutEhrAssessment' action
Specific Setup:
  • Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be defined for a valid managing organization.
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).
  • Client A's episode must be in a program that has "Yes" selected in the 'Substance Abuse Program (Cal-OMS)' field in the 'Program Maintenance' form.
Steps
  1. Select "Client A" and access the 'Cal-OMS Admission' form.
  2. Select the desired episode in the Pre-Display and click [OK].
  3. Enter "99902" in the 'Social Security Number' field.
  • Accepted values are as follows:
  • "99900" - Client declines to state
  • "99902" - None or not applicable
  • "99904" - Client unable to answer
  • ###-##-#### - Valid 9 digit social security number with dashes.
  1. Populate all required and desired fields.
  2. Click [Submit].
  3. Access the 'ProviderConnect Enterprise Action Log'.
  4. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  5. Enter the desired times in the 'From Time' and 'Through Time' fields.
  6. Select the desired organization in the 'Managing Organization' field.
  7. Select "PutEhrAssessment" in the 'Action Name' field.
  8. Click [View Action Log].
  9. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  10. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'Cal-OMS Admission' form with a "Success" result.
  11. Close the report and the form.
Scenario 3: ProviderConnect Enterprise - Cal-OMS Annual Update - Validate the 'PutEhrAssessment' action
Specific Setup:
  • Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be defined for a valid managing organization.
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).
  • Client A's episode must be in a program that has "Yes" selected in the 'Substance Abuse Program (Cal-OMS)' field in the 'Program Maintenance' form.
  • Client A must have a 'Cal-OMS Admission' filed.
Steps
  1. Select "Client A" and access the 'Cal-OMS Annual Update' form.
  2. Select the desired episode in the Pre-Display and click [OK].
  3. Enter "99900" in the 'Social Security Number' field.
  • Accepted values are as follows:
  • "99900" - Client declines to state
  • "99902" - None or not applicable
  • "99904" - Client unable to answer
  • ###-##-#### - Valid 9 digit social security number with dashes
  1. Populate all required and desired fields.
  2. Click [Submit].
  3. Access the 'ProviderConnect Enterprise Action Log'.
  4. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  5. Enter the desired times in the 'From Time' and 'Through Time' fields.
  6. Select the desired organization in the 'Managing Organization' field.
  7. Select "PutEhrAssessment" in the 'Action Name' field.
  8. Click [View Action Log].
  9. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  10. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'Cal-OMS Annual Update' form with a "Success" result.
  11. Close the report and the form.
Scenario 4: ProviderConnect Enterprise - Cal-OMS Discharge - Validate the 'PutEhrAssessment' action
Specific Setup:
  • Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be defined for a valid managing organization.
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).
  • Client A's episode must be in a program that has "Yes" selected in the 'Substance Abuse Program (Cal-OMS)' field in the 'Program Maintenance' form.
  • Client A must have a 'Cal-OMS Admission' filed.
Steps
  1. Select "Client A" and access the 'Cal-OMS Discharge' form.
  2. Select the desired episode in the Pre-Display and click [OK].
  3. Select "Developmentally Disabled" in the 'Disability' field.
  4. Enter "99904" in the 'Social Security Number' field.
  • Accepted values are as follows:
  • "99900" - Client declines to state
  • "99902" - None or not applicable
  • "99904" - Client unable to answer
  • ###-##-#### - Valid 9 digit social security number with dashes.
  1. Populate all required and desired fields.
  2. Click [Submit].
  3. Access the 'ProviderConnect Enterprise Action Log'.
  4. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  5. Enter the desired times in the 'From Time' and 'Through Time' fields.
  6. Select the desired organization in the 'Managing Organization' field.
  7. Select "PutEhrAssessment" in the 'Action Name' field.
  8. Click [View Action Log].
  9. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  10. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'Cal-OMS Discharge' form with a "Success" result.
  11. Close the report and the form.
Scenario 5: ProviderConnect Enterprise - CSI Admission - Validate the 'PutEhrAssessment' action
Specific Setup:
  • Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be defined for a valid managing organization.
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).
  • Client A's episode must be in a program that has "Yes" selected in the 'Mental Health Program (CSI)' field in the 'Program Maintenance' form.
Steps
  1. Select "Client A" and access the 'CSI Admission' form.
  2. Select the desired episode in the Pre-Display and click [OK].
  3. Populate all required and desired fields.
  4. Click [Submit].
  5. Access the 'ProviderConnect Enterprise Action Log'.
  6. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  7. Enter the desired times in the 'From Time' and 'Through Time' fields.
  8. Select the desired organization in the 'Managing Organization' field.
  9. Select "PutEhrAssessment" in the 'Action Name' field.
  10. Click [View Action Log].
  11. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  12. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'CSI Admission' form with a "Success" result.
  13. Close the report and the form.
Topics
• CSI Assessment • ProviderConnect Enterprise • Cal-OMS • Csi Admission
 

Avatar_CareFabric_2023_Monthly_Release_2023.03.00_Details.csv