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Avatar CareFabric 2023 Monthly Release 2023.03.01 Acceptance Tests

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Update 30 Summary | Details
Avatar CareFabric - 'ListIntegratedCareVisit' SDK action
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • QA - Medical Note Admin Tool
  • App Dashboard
  • Note Details
  • Document.Chief Complaint
  • Document.HPI
  • Document.Review of Systems
  • Document.Physical Exam
  • Document.Plan Of Care
  • Document.Medical Decision Making
  • Facesheet.Client's E&M Appointments
  • Document.Mental Status Exam
Internal Test Only
Avatar CareFabric - 'ListIntegratedCareVisit' SDK action
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • QA - Medical Note Admin Tool
  • App Dashboard
  • Note Details
  • Document.Chief Complaint
  • Document.HPI
  • Document.Review of Systems
  • Document.Physical Exam
  • Document.Plan Of Care
  • Document.Medical Decision Making
  • Facesheet.Client's E&M Appointments
  • Document.Mental Status Exam
Internal Test Only
Topics
n/a
Update 47 Summary | Details
ProviderConnect Enterprise - Cal-OMS data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Cal-OMS Admission
  • ProviderConnect Enterprise Action Log
  • CareFabric Monitor
  • Cal-OMS Annual Update
  • Cal-OMS Discharge
Scenario 1: 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 2: 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 3: 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.
Topics
• Cal-OMS • ProviderConnect Enterprise
Update 53 Summary | Details
Avatar CareFabric - support for other products and modules
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Family Registration
  • CareFabric Monitor
  • Update Client Data
  • Admission
  • Admission (Outpatient)
  • Back Dated Admission/Discharge
  • Discharge
  • Pre Admit
  • Pre Admit Discharge
  • Diagnosis
  • Enrollment Diagnosis
  • Patient Notification
  • Parent/Guardian Information
  • Next Of Kin
  • Behavioral Health Information
  • Care Record Mapping
Scenario 1: Update Client Data - Validate the 'ClientEventPreRegister' SDK event
Specific Setup:
  • The 'ClientEventPreRegister' event must be enabled in the 'CareFabric Management' form and set to "Yes" to show in the 'CareFabric Monitor Report'. Please note: this must be done by a Netsmart Representative.
  • The 'Client Demographics - Additional Fields' registry setting is set to include "Detailed Client Name".
  • The '(981) Race OMB Standards' extended dictionary data element must be defined for values in the '(116) Client Race' dictionary.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Update Client Data' form.
  2. Select the desired value in the 'Suffix' field.
  3. Select the desired value in the 'Prefix' field.
  4. Enter the desired value in the 'Client's Address - Street' field.
  5. Enter the desired value in the 'Client's Address - Zipcode' field.
  6. Enter the desired value in the 'Client's Home Phone' field.
  7. Select the desired value in the 'Marital Status' field.
  8. Select the desired value in the 'Primary Language' field.
  9. Select the desired value in the 'Client Race' field.
  10. Select the desired value in the 'Ethnic Origin' field.
  11. Select the desired value in the 'Religion' field.
  12. Enter the desired value in the 'Alias' field.
  13. Enter the desired value in the 'Client's Email Address' field.
  14. Enter the desired value in the 'Client's Cell Phone' field.
  15. Enter the desired value in the 'Mother's Maiden Name' field.
  16. Enter the desired date in the 'Address Start Date' field.
  17. Click [Submit].
  18. Access the 'CareFabric Monitor' form.
  19. Enter the current date in the 'From Date' and 'Through Date' fields.
  20. Select "Client A" in the 'Client ID' field.
  21. Click [View Activity Log].
  22. Validate an "ClientEventPreRegister" record is displayed.
  23. Click [Click To View Record].
  24. Validate the 'demographics' - 'addresses' field contains the address data filed in the previous steps.
  25. Validate the 'clientName' fields contain the first name, last name, middle name, prefix, and suffix for the client.
  26. Validate the 'demographics' - 'aliases' field contains the 'Alias' filed in the previous steps.
  27. Validate the 'demographics' - 'birthDetails' - 'mothersMaidenName' field contains the 'Mother's Maiden Name' filed in the previous steps.
  28. Validate the 'demographics' - 'ethnicityCode' fields contain the 'Ethnic Origin' filed in the previous steps.
  29. Validate the 'demographics' - 'maritalStatusCode' fields contain the 'Marital Status' filed in the previous steps.
  30. Validate the 'demographics' - 'races' fields contain the 'Client Race' filed in the previous steps.
  31. Validate the 'demographics' - 'religiousAffiliationCode' fields contain the 'Religion' filed in the previous steps.
  32. Validate the 'demographics' - 'socialSecurityNumber' field contains the 'Social Security Number' filed in the previous steps.
  33. Validate the 'demographics' - 'emailAccounts' field contains the 'Client's Email Address' filed in the previous steps.
  34. Validate the 'phoneNumbers' fields contain the 'Client's Home Phone' and 'Client's Cell Phone' filed in the previous steps.
  35. Close the report and the form.
Scenario 2: Admission - Validate the 'ClientEventPreRegister' SDK event
Specific Setup:
  • The 'ClientEventPreRegister' event must be enabled in the 'CareFabric Management' form and set to "Yes" to show in the 'CareFabric Monitor Report'. Please note: this must be done by a Netsmart Representative.
  • The 'Client Demographics - Additional Fields' registry setting is set to include "Detailed Client Name".
  • The '(981) Race OMB Standards' extended dictionary data element must be defined for values in the '(116) Client Race' dictionary.
Steps
  1. Access the 'Admission' form.
  2. Enter the desired value in the 'Last Name' field.
  3. Enter the desired value in the 'First Name' field.
  4. Select the desired value in the 'Sex' field.
  5. Click [Search], [New Client], and [Yes].
  6. Enter the desired date in the 'Date of Birth' field.
  7. Enter the desired date in the 'Preadmit/Admission Date' field.
  8. Enter the desired time in the 'Preadmit/Admission Time' field.
  9. Enter the desired value in the 'Social Security Number' field.
  10. Enter the desired value in the 'Facility Chart Number' field.
  11. Select the desired value in the 'Program' field.
  12. Select the desired value in the 'Type Of Admission' field.
  13. Select the desired value in the 'Source Of Admission' field.
  14. Select the desired practitioner in the 'Admitting Practitioner' field.
  15. Select the desired practitioner in the 'Attending Practitioner' field.
  16. Select the "Demographics" section.
  17. Enter the desired value in the 'Client Middle Name' field.
  18. Select the desired value in the 'Suffix' field.
  19. Select the desired value in the 'Prefix' field.
  20. Enter the desired value in the 'Client's Address - Street' field.
  21. Enter the desired value in the 'Client's Address - Zipcode' field.
  22. Enter the desired value in the 'Client's Home Phone' field.
  23. Select the desired value in the 'Marital Status' field.
  24. Select the desired value in the 'Primary Language' field.
  25. Select the desired value in the 'Client Race' field.
  26. Select the desired value in the 'Ethnic Origin' field.
  27. Select the desired value in the 'Religion' field.
  28. Enter the desired value in the 'Alias' field.
  29. Enter the desired value in the 'Client's Email Address' field.
  30. Enter the desired value in the 'Client's Cell Phone' field.
  31. Enter the desired value in the 'Mother's Maiden Name' field.
  32. Enter the desired date in the 'Address Start Date' field.
  33. Select the "Other Client Data" section.
  34. Select the desired value in the 'Homeless Indicator' field.
  35. Select the desired value in the 'Veteran' field.
  36. Click [Submit].
  37. Access the 'CareFabric Monitor' form.
  38. Enter the current date in the 'From Date' and 'Through Date' fields.
  39. Select "Client A" in the 'Client ID' field.
  40. Click [View Activity Log].
  41. Validate an "ClientEventPreRegister" record is displayed.
  42. Click [Click To View Record].
  43. Validate the 'admissionDate' field contains the 'Preadmit/Admission Date' and 'Preadmit/Admission Time' filed in the previous steps.
  44. Validate the 'admissionTypeCode' - 'code' and 'displayName' contain the 'Type Of Admission' filed in the previous steps.
  45. Validate the 'careTeam' fields contain the 'Admitting Practitioner' and 'Attending Practitioner' filed in the previous steps.
  46. Validate the 'identifications' - 'type' field contains "PATIENT_REGISTRATION_ID" and the corresponding 'value' field contains the 'Facility Chart Number' filed in the previous steps.
  47. Validate the 'programID' - 'id' field contains the 'Program' filed in the previous steps.
  48. Validate the 'sourceOfAdmissionCode' field contains the 'Source Of Admission' filed in the previous steps.
  49. Validate the 'demographics' - 'addresses' field contains the address data filed in the previous steps.
  50. Validate the 'clientName' fields contain the first name, last name, middle name, prefix, and suffix for the client.
  51. Validate the 'demographics' - 'aliases' field contains the 'Alias' filed in the previous steps.
  52. Validate the 'demographics' - 'birthDate' field contains the 'Date Of birth' filed in the previous steps.
  53. Validate the 'demographics' - 'birthDetails' - 'mothersMaidenName' field contains the 'Mother's Maiden Name' filed in the previous steps.
  54. Validate the 'demographics' - 'ethnicityCode' fields contain the 'Ethnic Origin' filed in the previous steps.
  55. Validate the 'demographics' - 'maritalStatusCode' fields contain the 'Marital Status' filed in the previous steps.
  56. Validate the 'demographics' - 'races' fields contain the 'Client Race' filed in the previous steps.
  57. Validate the 'demographics' - 'religiousAffiliationCode' fields contain the 'Religion' filed in the previous steps.
  58. Validate the 'demographics' - 'socialSecurityNumber' field contains the 'Social Security Number' filed in the previous steps.
  59. Validate the 'demographics' - 'veteranStatusCode' fields contain the 'Veteran' value filed in the previous steps.
  60. Validate the 'demographics' - 'emailAccounts' field contains the 'Client's Email Address' filed in the previous steps.
  61. Validate the 'phoneNumbers' fields contain the 'Client's Home Phone' and 'Client's Cell Phone' filed in the previous steps.
  62. Validate the 'hL7Segments' - 'fields' section contains the following segments
  63. fieldNumber' of "15" with the corresponding 'content' as the value filed in 'Attending Practitioner' field in the previous steps.
  64. 'fieldNumber' of "30" with the corresponding 'content' as either "Yes" or "No" depending on the value filed in the 'Homeless Indicator' field in the previous steps.
  65. Close the report and the form.
Scenario 3: Discharge - Validate the 'ClientEventPreRegister' SDK event
Specific Setup:
  • The 'ClientEventPreRegister' event must be enabled in the 'CareFabric Management' form and set to "Yes" to show in the 'CareFabric Monitor Report'. Please note: this must be done by a Netsmart Representative.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Discharge' form.
  2. Enter the desired date in the 'Date Of Discharge' field.
  3. Enter the desired time in the 'Time Of Discharge' field.
  4. Select the desired value in the 'Type Of Discharge' field.
  5. Select the desired practitioner in the 'Discharge Practitioner' field.
  6. Populate any other desired fields.
  7. Click [Submit].
  8. Access the 'CareFabric Monitor' form.
  9. Enter the current date in the 'From Date' and 'Through Date' fields.
  10. Select "Client A" in the 'Client ID' field.
  11. Click [View Activity Log].
  12. Validate an "ClientEventPreRegister" record is displayed.
  13. Click [Click To View Record].
  14. Validate the 'dischargeDate' field contains the 'Date Of Discharge' and 'Time Of Discharge' filed in the previous steps.
  15. Close the report and the form.
Scenario 4: Diagnosis - Validate the 'ClientEventPreRegister' SDK event
Specific Setup:
  • The 'ClientEventPreRegister' event must be enabled in the 'CareFabric Management' form and set to "Yes" to show in the 'CareFabric Monitor Report'. Please note: this must be done by a Netsmart Representative.
  • 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 in 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. Validate the 'Bill Order' field contains "1".
  9. Validate the 'Ranking' field contains "Primary".
  10. Enter the desired date in the 'Estimated Onset Date' field.
  11. Select the desired practitioner in the 'Diagnosing Practitioner' field.
  12. Enter the desired value in the 'Remarks' field.
  13. Click [Submit] and [No].
  14. Access the 'CareFabric Monitor' form.
  15. Enter the current date in the 'From Date' and 'Through Date' fields.
  16. Select "Client A" in the 'Client ID' field.
  17. Click [View Activity Log].
  18. Validate an "ClientEventPreRegister" record is displayed.
  19. Click [Click To View Record].
  20. Validate the 'currentDiagnoses' - 'billingOrder' field contains "1".
  21. Validate the 'currentDiagnoses' - 'diagnosingProviderID' - 'id' field contains the 'Diagnosing Practitioner' filed in the previous steps.
  22. Validate the 'currentDiagnoses' - 'diagnosisName' field contains the value selected in the 'Diagnosis Search' in the previous steps.
  23. Validate the 'currentDiagnoses' - 'estimatedOnsetDate' field contains the 'Estimated Onset Date' filed in the previous steps.
  24. Validate the 'currentDiagnoses' - 'notes' field contains the 'Remarks' filed in the previous steps.
  25. Validate the 'currentDiagnoses' - 'rankCode' - 'displayName' field contains "Primary".
  26. Validate the 'currentDiagnoses' - 'statusCode' - 'displayName' field contains "Active".
  27. Validate the 'currentDiagnoses' - 'typeCode' - 'displayName' field contains "Update".
  28. Close the report and the form.
Scenario 5: Emergency Contact Information - Validate the 'ClientEventPreRegister' SDK event
Specific Setup:
  • The 'ClientEventPreRegister' event must be enabled in the 'CareFabric Management' form and set to "Yes" to show in the 'CareFabric Monitor Report'. Please note: this must be done by a Netsmart Representative.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Emergency Contact Information' form.
  2. Enter the desired value in the 'Emergency Contact Name' field.
  3. Select the desired value in the 'Emergency Contact Relationship' field.
  4. Enter the desired value in the 'Emergency Contact Phone' field.
  5. Populate any other desired fields.
  6. Click [Submit].
  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. Click [View Activity Log].
  11. Validate an "ClientEventPreRegister" record is displayed.
  12. Click [Click To View Record].
  13. Validate the 'hL7Segments' - 'field' section contains 'fieldNumber' of "19" with the corresponding 'content' as the value filed in the 'Emergency Contact Name' and 'Emergency Contact Phone' fields.
  14. Close the report and the form.
Scenario 6: Parent/Guardian Information - Validate the 'ClientEventPreRegister' SDK event
Specific Setup:
  • The 'ClientEventPreRegister' event must be enabled in the 'CareFabric Management' form and set to "Yes" to include in the 'CareFabric Monitor Report'. Please note: this must be done by a Netsmart Representative.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Parent/Guardian Information' form.
  2. Enter the desired value in the 'Parent Guardian Name' field.
  3. Select the desired value in the 'Parent/Guardian Relationship' field.
  4. Enter the desired value in the 'Parent/Guardian Home Phone' field.
  5. Click [Submit].
  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. Click [View Activity Log].
  10. Validate an "ClientEventPreRegister" record is displayed.
  11. Click [Click To View Record].
  12. Validate the 'hL7Segments' - 'field' section contains 'fieldNumber' of "10" with the corresponding 'content' as the value filed in the 'Parent Guardian Name' and 'Parent/Guardian Home Phone' fields.
  13. Close the report and the form.
Scenario 7: Behavioral Health Information - Validate the 'ClientEventPreRegister' SDK event
Specific Setup:
  • The 'ClientEventPreRegister' event must be enabled in the 'CareFabric Management' form and set to "Yes" to include in the 'CareFabric Monitor Report'. Please note: this must be done by a Netsmart Representative.
  • A modeled form for 'Behavioral Health Information' is defined with the following fields:
  • Assessment Date - 'Date' field type
  • BH Clinic Site Assignment Name - 'Non Scrolling Free Text' field type
  • BH Clinic Site Assignment Phone Number - 'Phone Number' field type
  • COT Expiration Date - 'Date' field type
  • Gravely Disabled - 'Dictionary - Single Response' field type with Yes/No values
  • OHR Advocate Name - 'Name (Last, First Middle)' field type
  • OHR Advocate Phone Number - 'Phone Number' field type
  • Persistently or Acutely Disabled - 'Dictionary - Single Response' field type with Yes/No values
  • Primary Care Provider - 'Name (Last, First Middle)' field type
  • Public Fiduciary - 'Name (Last, First Middle)' field type
  • Public Fiduciary Phone Number - 'Phone Number' field type
  • Behavioral Health Category - 'Dictionary - Single Response'
  • Court Ordered Treatment - 'Dictionary - Single Response' field type with Yes/No values
  • Court Ordered Treatment Date - 'Date' field type
  • Danger To Others - 'Dictionary - Single Response' field type with Yes/No values
  • Danger To Self - 'Dictionary - Single Response' field type with Yes/No values
  • History Of Suicide -'Dictionary - Single Response' field type with Yes/No values
  • Involuntary Commitment - 'Dictionary - Single Response' field type with Yes/No values
  • SMI Level of Care - 'Dictionary - Single Response'
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Care Record Mapping' form.
  2. Select "Behavioral Health Information (29)" in the 'Type of Assessment' field.
  3. Select the "Behavioral Health Information" modeled form in the 'Form To Map' field.
  4. Map each form field defined in the setup steps to the corresponding assessment fields.
  5. Click [Save Mapping] for each individual mapping.
  6. Validate a message is displayed stating: Mapping Saved.
  7. Click [OK] and [Display Mappings for Selected Type of Assessment].
  8. Validate a report is displayed with all the mappings defined.
  9. Close the report and the form.
  10. Select "Client A" and access the 'Behavioral Health Information' form.
  11. Enter the current date in the 'Assessment Date' field.
  12. Enter the desired value in the 'BH Clinic Site Assignment Name' field.
  13. Enter the desired value in the 'BH Clinic Site Assignment Phone Number' field.
  14. Enter the desired date in the 'COT Expiration Date' field.
  15. Select the desired value in the 'Gravely Disabled' field.
  16. Enter the desired value in the 'OHR Advocate Name' field.
  17. Enter the desired value in the 'OHR Advocate Phone Number' field.
  18. Select the desired value in the 'Involuntary Commitment' field.
  19. Select the desired value in the 'Persistently or Acutely Disabled' field.
  20. Enter the desired value in the 'Primary Care Provider' field.
  21. Enter the desired value in the 'Public Fiduciary' field.
  22. Enter the desired value in the 'Public Fiduciary Phone Number' field.
  23. Select the desired value in the 'Behavioral Health Information' field.
  24. Select the desired value in the 'Court Ordered Treatment' field.
  25. Enter the desired date in the 'Court Ordered Treatment Effective Date' field.
  26. Select the desired value in the 'Danger To Others' field.
  27. Select the desired value in the 'Danger To Self' field.
  28. Select the desired value in the 'History Of Suicide' field.
  29. Select the desired value in the 'SMI Level Of Care' field.
  30. Select "Final" in the 'Draft/Final' field.
  31. Click [Submit].
  32. Access the 'CareFabric Monitor' form.
  33. Enter the current date in the 'From Date' and 'Through Date' fields.
  34. Select "Client A" in the 'Client ID' field.
  35. Click [View Activity Log].
  36. Validate an "ClientEventPreRegister" record is displayed.
  37. Click [Click To View Record].
  38. Validate the 'hL7Segments' - 'fields' section contains the following segments
  39. 'fieldNumber' of "5" with the corresponding 'content' as the value filed in the 'COT Expiration Date' field in the previous steps.
  40. 'fieldNumber' of "8" with the corresponding 'content' as the value filed in the 'OHR Advocate Name' and 'OHR Advocate Phone Number' fields in the previous steps.
  41. 'fieldNumber' of "9" with the corresponding 'content' as the value filed in the 'BH Clinic Site Assignment Name' field in the previous steps.
  42. 'fieldNumber' of "16" with the corresponding 'content' as the value filed in the 'Primary Care Provider' field in the previous steps.
  43. 'fieldNumber' of "21" with the corresponding 'content' as the value filed in the 'BH Clinic Site Assignment Phone Number' field in the previous steps.
  44. 'fieldNumber' of "27" with the corresponding 'content' as the value filed in the 'Gravely Disabled' field in the previous steps.
  45. 'fieldNumber' of "28" with the corresponding 'content' as the value filed in the 'Persistently or Acutely Disabled' field in the previous steps.
  46. 'fieldNumber' of "29" with the corresponding 'content' as the value filed in the 'Public Fiduciary' and 'Public Fiduciary Phone Number' fields in the previous steps.
  47. Close the report and the form.
Care Record Mapping - 'Behavioral Health Information' assessment
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Financial Investigation
  • ProviderConnect Enterprise Action Log
  • CareFabric Monitor
  • Care Record Mapping
  • Behavioral Health Information
Scenario 1: Care Record Mapping - Validate the 'Behavioral Health Information' assessment type
Specific Setup:
  • A modeled form for 'Behavioral Health Information' is defined with the following fields:
  • Draft/Final
  • Assessment Date - 'Date' field type
  • BH Clinic Site Assignment Name - 'Non Scrolling Free Text' field type
  • BH Clinic Site Assignment Phone Number - 'Phone Number' field type
  • COT Expiration Date - 'Date' field type
  • Gravely Disabled - 'Dictionary - Single Response' field type with Yes/No values
  • OHR Advocate Name - 'Name (Last, First Middle)' field type
  • OHR Advocate Phone Number - 'Phone Number' field type
  • Persistently or Acutely Disabled - 'Dictionary - Single Response' field type with Yes/No values
  • Primary Care Provider - 'Name (Last, First Middle)' field type
  • Public Fiduciary - 'Name (Last, First Middle)' field type
  • Public Fiduciary Phone Number - 'Phone Number' field type
  • Behavioral Health Category - 'Dictionary - Single Response'
  • Court Ordered Treatment - 'Dictionary - Single Response' field type with Yes/No values
  • Court Ordered Treatment Effective Date - 'Date' field type
  • Danger To Others - 'Dictionary - Single Response' field type with Yes/No values
  • Danger To Self - 'Dictionary - Single Response' field type with Yes/No values
  • History Of Suicide -'Dictionary - Single Response' field type with Yes/No values
  • Involuntary Commitment - 'Dictionary - Single Response' field type with Yes/No values
  • SMI Level of Care - 'Dictionary - Single Response'
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Care Record Mapping' form.
  2. Select "Behavioral Health Information (29)" in the 'Type of Assessment' field.
  3. Select the "Behavioral Health Information" modeled form in the 'Form To Map' field.
  4. Map each form field defined in the setup steps to the corresponding assessment fields.
  5. Click [Save Mapping] for each individual mapping.
  6. Validate a message is displayed stating: Mapping Saved.
  7. Click [OK] and [Display Mappings for Selected Type of Assessment].
  8. Validate a report is displayed with all the mappings defined.
  9. Close the report and the form.
  10. Select "Client A" and access the 'Behavioral Health Information' form.
  11. Enter the current date in the 'Assessment Date' field.
  12. Enter the desired value in the 'BH Clinic Site Assignment Name' field.
  13. Enter the desired value in the 'BH Clinic Site Assignment Phone Number' field.
  14. Enter the desired date in the 'COT Expiration Date' field.
  15. Select the desired value in the 'Gravely Disabled' field.
  16. Enter the desired value in the 'OHR Advocate Name' field.
  17. Enter the desired value in the 'OHR Advocate Phone Number' field.
  18. Select the desired value in the 'Involuntary Commitment' field.
  19. Select the desired value in the 'Persistently or Acutely Disabled' field.
  20. Enter the desired value in the 'Primary Care Provider' field.
  21. Enter the desired value in the 'Public Fiduciary' field.
  22. Enter the desired value in the 'Public Fiduciary Phone Number' field.
  23. Select the desired value in the 'Behavioral Health Information' field.
  24. Select the desired value in the 'Court Ordered Treatment' field.
  25. Enter the desired date in the 'Court Ordered Treatment Effective Date' field.
  26. Select the desired value in the 'Danger To Others' field.
  27. Select the desired value in the 'Danger To Self' field.
  28. Select the desired value in the 'History Of Suicide' field.
  29. Select the desired value in the 'SMI Level Of Care' field.
  30. Select "Draft" in the 'Draft/Final' field.
  31. Click [Submit].
  32. Access the 'CareFabric Monitor' form.
  33. Enter the current date in the 'From Date' and 'Through Date' fields.
  34. Select "Client A" in the 'Client ID' field.
  35. Click [View Activity Log].
  36. Validate an "EhrAssessmentResultCreated" record is displayed.
  37. Click [Click To View Record].
  38. Validate the 'assessmentDate' field contains the current date.
  39. Validate the 'assessmentTypeCode' - 'code' field contains "29".
  40. Validate the 'assessmentTypeCode' - 'displayName' field contains "Behavioral Health Information".
  41. Validate the 'clientID' - 'id' field contains "Client A".
  42. Validate each field within the form displays as a 'categoryIdentifier' under the 'assessmentScoringID' section.
  43. Validate each value filed within the form displays as a 'score' under the associated 'categoryIdentifier' under the 'assessmentScoringID' section.
  44. Close the report and the form.
  45. Select "Client A" and access the 'Behavioral Health Information' form.
  46. Select the record filed in the previous steps and click [Edit].
  47. Validate all previously filed data is displayed.
  48. Update any desired fields.
  49. Select "Final" in the 'Draft/Final' field.
  50. Click [Submit].
  51. Access the 'CareFabric Monitor' form.
  52. Enter the current date in the 'From Date' and 'Through Date' fields.
  53. Select "Client A" in the 'Client ID' field.
  54. Click [View Activity Log].
  55. Validate an "EhrAssessmentResultUpdated" record is displayed.
  56. Click [Click To View Record].
  57. Validate the data updated in the previous steps displays as expected.
  58. Close the report and the form.
Topics
• CareFabric Monitor • Update Client Data • Admission • Discharge • Diagnosis • Emergency Contact • Care Record Mapping
Update 55 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:
  • Progress Notes (Group and Individual)
  • Client Ledger
  • Document Routing Setup (PM)
  • Dynamic Form - Document Routing Setup - Select Form
  • Scheduling Calendar
  • Dynamic Form - Scheduling Calendar - Warning Same Day Existing Appointment
  • App Dashboard
Scenario 1: Scheduling Calendar - Add/Edit Appointment
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter the desired service code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select the desired value in the 'Episode Number' field.
  6. Populate any other required and desired fields.
  7. Click [Submit].
  8. Right click on the appointment created in the previous steps.
  9. Click [Details/Edit].
  10. Enter any new value in the 'Duration' field.
  11. Click [Submit].
  12. Validate the appointment displays with the updated duration.
  13. Click [Dismiss].
Topics
• Scheduling Calendar
 

Avatar_CareFabric_2023_Monthly_Release_2023.03.01_Details.csv