Skip to main content

Avatar CareFabric 2023 Monthly Release 2023.03.02 Acceptance Tests

  1. Last updated
  2. Save as PDF
Update 46 Summary | Details
CareFabric Assessment Management - "Import/Export Assessment Tables" section
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Assessment Management
  • User Definition
Scenario 1: CareFabric Assessment Management - "Import/Export Assessment Tables" section
Specific Setup:
  • Multiple root system codes are defined (Root System Code A & Root System Code B).
  • "Root System Code A" must have an assessment for export in the 'CareFabric Assessment Management' form (Assessment A).
Steps
  1. Log into myAvatar using "Root System Code A".
  2. Access the 'CareFabric Assessment Management' form.
  3. Select "Assessment A" in the 'Select Assessment' field.
  4. Validate the 'Associated Tables' field contains all associated tables for the assessment. Take note of these tables.
  5. Select the "Import/Export Assessment Tables" section.
  6. Click on the help message for the 'Select Assessment' field.
  7. Validate the following is displayed: Only the SQL tables associated with the assessment will be exported. These would include header, section tables, and scoring tables if they exist. The purpose of the export is to allow importing the SQL tables into the BLD environments, so the widgets and the reports can be created. Assessment Definitions are not exported.
  8. Click [OK].
  9. Click [Begin Export].
  10. Validate a message is displayed stating: Export completed.
  11. Click [OK] and close the form.
  12. Log out.
  13. Log into myAvatar using "Root System Code B".
  14. Access the 'CareFabric Assessment Management' form.
  15. Select the "Import/Export Assessment Tables" section.
  16. Click [Select Files To Import].
  17. Navigate to the file location for the exported file and select it.
  18. Validate a message is displayed stating: Import completed.
  19. Click [OK] and close the form.
  20. Access the 'User Definition' form.
  21. Select the logged in user in the 'Select User' field.
  22. Select the "Forms and Tables" section.
  23. Click [Select Tables for Product SQL Access].
  24. Validate the SQL tables associated to "Assessment A" are displayed and available for selection.
  25. Close the form.
CareFabric Form Registration - "Outbound" section
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Form Registration
  • CareFabric Monitor
Scenario 1: CareFabric Form Registration - "Outbound" section - Validate the 'EhrAssessmentDisplayPlanCreated' event
Steps
  1. Access the 'CareFabric Form Registration' form.
  2. Select the "Outbound" section.
  3. Validate the 'Select RADplus Forms' field is displayed with a list of supported modeled forms.
  4. Click on the help message for the 'Select RADplus Forms' field.
  5. Validate the following is displayed: Forms registered in this section will be included in the outbound EhrAssessmentDisplayPlan event. When data is submitted in any of the registered forms EhrAssessmentDocument event will be raised with the information submitted in the form. This functionality is supported only for the primary table definitions; complex form/table definitions are not supported.
  6. Click [OK].
  7. Validate the 'Send Draft Documents' field is displayed with values of "Yes" and "No".
  8. Validate the [File] button is displayed.
  9. Select the desired form(s) in the 'Select RADplus Forms' field.
  10. Select the desired value in the 'Send Draft Documents' field.
  11. Click [File].
  12. Validate a message is displayed stating: Filed Successfully.
  13. Click [OK] and close the form.
  14. Access the 'CareFabric Form Registration' form.
  15. Select the "Outbound" section.
  16. Validate all previously filed values display as expected.
  17. Close the form.
  18. Access the 'CareFabric Monitor' form.
  19. Enter the current date in the 'From Date' and 'Through Date' fields.
  20. Select "EhrAssessmentDisplayPlanCreated" in the 'Event/Action Search' field.
  21. Click [View Activity Log].
  22. Validate an "EhrAssessmentDisplayPlanCreated" record is displayed for each form selected in the previous steps with the corresponding form ID.
  23. Please note: this will only be triggered when the form is selected for the first time in 'CareFabric Form Registration'.
  24. Click [Click To View Record].
  25. Validate the form data is displayed for the modeled form.
  26. Close the report.
Scenario 2: Validate the 'EhrAssessmentDocumentedCreated' and 'EhrAssessmentDocumentUpdated' SDK events for CWS user modeled forms
Specific Setup:
  • A user modeled CWS form is defined with a 'Draft/Final' field (Form A).
  • Two clients are enrolled in existing episodes (Client A & Client B).
Steps
  1. Access the 'CareFabric Form Registration' form.
  2. Select the "Outbound" section.
  3. Select "Form A" in the 'Select RADplus Forms' field.
  4. Select "Yes" in the 'Send Draft Documents' field.
  5. Click [File].
  6. Validate a message is displayed stating: Filed Successfully.
  7. Click [OK] and close the form.
  8. Select "Client A" and access "Form A".
  9. Populate all required and desired fields.
  10. Select "Draft" in the 'Draft/Final' field.
  11. Click [Submit].
  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. Click [View Activity Log].
  16. Validate the 'CareFabric Monitor' report is displayed with an "EhrAssessmentDocumentCreated" record for "Form A".
  17. Click [Click To View Record].
  18. Validate the data filed in the previous steps is displayed as expected.
  19. Close the report and the form.
  20. Select "Client A" and access "Form A".
  21. Select the record filed in the previous steps and click [Edit].
  22. Update the desired fields.
  23. Select "Final" in the 'Draft/Final' field.
  24. Click [Submit].
  25. Access the 'CareFabric Monitor' form.
  26. Enter the current date in the 'From Date' and 'Through Date' fields.
  27. Select "Client A" in the 'Client ID' field.
  28. Click [View Activity Log].
  29. Validate the 'CareFabric Monitor' report is displayed with an "EhrAssessmentDocumentUpdated" record for "Form A".
  30. Click [Click To View Record].
  31. Validate the updated data filed in the previous steps is displayed as expected.
  32. Close the report and the form.
  33. Access the 'CareFabric Form Registration' form.
  34. Select the "Outbound" section.
  35. Select "No" in the 'Send Draft Documents' field.
  36. Click [File].
  37. Validate a message is displayed stating: Filed Successfully.
  38. Click [OK] and close the form.
  39. Select "Client B" and access "Form A".
  40. Populate all required and desired fields.
  41. Select "Draft" in the 'Draft/Final' field.
  42. Click [Submit].
  43. Access the 'CareFabric Monitor' form.
  44. Enter the current date in the 'From Date' and 'Through Date' fields.
  45. Select "Client B" in the 'Client ID' field.
  46. Click [View Activity Log].
  47. Validate the 'CareFabric Monitor' report is displayed but does not contain an "EhrAssessmentDocumentCreated" record since 'Send Draft Documents' is now set to "No".
  48. Close the report and the form.
  49. Select "Client B" and access "Form A".
  50. Select the record filed in the previous steps and click [Edit].
  51. Update the desired fields.
  52. Select "Final" in the 'Draft/Final' field.
  53. Click [Submit].
  54. Access the 'CareFabric Monitor' form.
  55. Enter the current date in the 'From Date' and 'Through Date' fields.
  56. Select "Client B" in the 'Client ID' field.
  57. Click [View Activity Log].
  58. Validate the 'CareFabric Monitor' report is displayed with an "EhrAssessmentDocumentCreated" record for "Form A".
  59. Click [Click To View Record].
  60. Validate the data filed in the previous steps is displayed as expected.
  61. Close the report and the form.
Scenario 3: Validate the 'EhrAssessmentDocumentedCreated' and 'EhrAssessmentDocumentUpdated' SDK events for PM user modeled forms
Specific Setup:
  • A user modeled PM form is defined with a 'Draft/Final' field (Form A).
  • Two clients are enrolled in existing episodes (Client A & Client B).
Steps
  1. Access the 'CareFabric Form Registration' form.
  2. Select the "Outbound" section.
  3. Select "Form A" in the 'Select RADplus Forms' field.
  4. Select "Yes" in the 'Send Draft Documents' field.
  5. Click [File].
  6. Validate a message is displayed stating: Filed Successfully.
  7. Click [OK] and close the form.
  8. Select "Client A" and access "Form A".
  9. Populate all required and desired fields.
  10. Select "Draft" in the 'Draft/Final' field.
  11. Click [Submit].
  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. Click [View Activity Log].
  16. Validate the 'CareFabric Monitor' report is displayed with an "EhrAssessmentDocumentCreated" record for "Form A".
  17. Click [Click To View Record].
  18. Validate the data filed in the previous steps is displayed as expected.
  19. Close the report and the form.
  20. Select "Client A" and access "Form A".
  21. Select the record filed in the previous steps and click [Edit].
  22. Update the desired fields.
  23. Select "Final" in the 'Draft/Final' field.
  24. Click [Submit].
  25. Access the 'CareFabric Monitor' form.
  26. Enter the current date in the 'From Date' and 'Through Date' fields.
  27. Select "Client A" in the 'Client ID' field.
  28. Click [View Activity Log].
  29. Validate the 'CareFabric Monitor' report is displayed with an "EhrAssessmentDocumentUpdated" record for "Form A".
  30. Click [Click To View Record].
  31. Validate the updated data filed in the previous steps is displayed as expected.
  32. Close the report and the form.
  33. Access the 'CareFabric Form Registration' form.
  34. Select the "Outbound" section.
  35. Select "No" in the 'Send Draft Documents' field.
  36. Click [File].
  37. Validate a message is displayed stating: Filed Successfully.
  38. Click [OK] and close the form.
  39. Select "Client B" and access "Form A".
  40. Populate all required and desired fields.
  41. Select "Draft" in the 'Draft/Final' field.
  42. Click [Submit].
  43. Access the 'CareFabric Monitor' form.
  44. Enter the current date in the 'From Date' and 'Through Date' fields.
  45. Select "Client B" in the 'Client ID' field.
  46. Click [View Activity Log].
  47. Validate the 'CareFabric Monitor' report is displayed but does not contain an "EhrAssessmentDocumentCreated" record since 'Send Draft Documents' is now set to "No".
  48. Close the report and the form.
  49. Select "Client B" and access "Form A".
  50. Select the record filed in the previous steps and click [Edit].
  51. Update the desired fields.
  52. Select "Final" in the 'Draft/Final' field.
  53. Click [Submit].
  54. Access the 'CareFabric Monitor' form.
  55. Enter the current date in the 'From Date' and 'Through Date' fields.
  56. Select "Client B" in the 'Client ID' field.
  57. Click [View Activity Log].
  58. Validate the 'CareFabric Monitor' report is displayed with an "EhrAssessmentDocumentCreated" record for "Form A".
  59. Click [Click To View Record].
  60. Validate the data filed in the previous steps is displayed as expected.
  61. Close the report and the form.
Scenario 4: CareFabric Form Registration - Field Validations
Steps
  1. Access the 'CareFabric Form Registration' form.
  2. Validate the 'Select RADplus Forms' field contains all supported user modeled forms with the "Client", "Staff", "Provider" or "Program" entity type.
  3. Select the desired form(s) in the 'Select RADplus Forms' field.
  4. Validate the 'Unsupported RADplus Forms' field contains any unsupported user modeled forms with an indication of why they are not supported.
  5. Click on the Help Message for additional information on what type of forms and field types are currently supported.
  6. Click [Export Form Publication Format].
  7. Validate a "Form Registration in Process" message is displayed stating: The selected options have been changed and not yet filed. The exported data will be valid only if the form is filed. Do you wish to continue exporting?
  8. Click [Yes].
  9. Validate a 'Save' dialog is displayed.
  10. Navigate to the desired location and click [Save].
  11. Validate an "Information" message is displayed stating: File Exported.
  12. Click [OK] and [Submit].
  13. Validate a "Form Return" message is displayed stating: Submitting has completed. Do you wish to return to form?
  14. Click [Yes].
  15. Validate the forms selected in the 'Select RADplus Forms' field in the previous steps remain selected as expected.
  16. Close the form.
  17. Navigate to the exported file and open it.
  18. Validate the file contains each form that was selected in the 'Select RADplus Forms' field in the following tab delimited format:
  19. OptionID, Form Name, Entity Type, Episodic (0 or 1)
  20. Field Number, Field Name, Required (0 or 1), Field Type
  21. At the end of each form there will be a line of dashes "-----" to indicate the form is complete.
  22. Close the file.
Topics
• CareFabric Assessment Management • CareFabric • Modeling
Update 58 Summary | Details
CareFabric Form Registration - Support for additional field types
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Form Registration
  • User Modeled Form
Scenario 1: CareFabric Form Registration - Field Validations
Steps
  1. Access the 'CareFabric Form Registration' form.
  2. Validate the 'Select RADplus Forms' field contains all supported user modeled forms with the "Client", "Staff", "Provider" or "Program" entity type.
  3. Select the desired form(s) in the 'Select RADplus Forms' field.
  4. Validate the 'Unsupported RADplus Forms' field contains any unsupported user modeled forms with an indication of why they are not supported.
  5. Click on the Help Message for additional information on what type of forms and field types are currently supported.
  6. Click [Export Form Publication Format].
  7. Validate a "Form Registration in Process" message is displayed stating: The selected options have been changed and not yet filed. The exported data will be valid only if the form is filed. Do you wish to continue exporting?
  8. Click [Yes].
  9. Validate a 'Save' dialog is displayed.
  10. Navigate to the desired location and click [Save].
  11. Validate an "Information" message is displayed stating: File Exported.
  12. Click [OK] and [Submit].
  13. Validate a "Form Return" message is displayed stating: Submitting has completed. Do you wish to return to form?
  14. Click [Yes].
  15. Validate the forms selected in the 'Select RADplus Forms' field in the previous steps remain selected as expected.
  16. Close the form.
  17. Navigate to the exported file and open it.
  18. Validate the file contains each form that was selected in the 'Select RADplus Forms' field in the following tab delimited format:
  19. OptionID, Form Name, Entity Type, Episodic (0 or 1)
  20. Field Number, Field Name, Required (0 or 1), Field Type
  21. At the end of each form there will be a line of dashes "-----" to indicate the form is complete.
  22. Close the file.
Scenario 2: CareFabric Form Registration - Field Validations
Steps
  1. Access the 'CareFabric Form Registration' form.
  2. Validate the 'Select RADplus Forms' field contains all supported user modeled forms with the "Client", "Staff", "Provider" or "Program" entity type.
  3. Select the desired form(s) in the 'Select RADplus Forms' field.
  4. Validate the 'Unsupported RADplus Forms' field contains any unsupported user modeled forms with an indication of why they are not supported.
  5. Click on the Help Message for additional information on what type of forms and field types are currently supported.
  6. Click [Export Form Publication Format].
  7. Validate a "Form Registration in Process" message is displayed stating: The selected options have been changed and not yet filed. The exported data will be valid only if the form is filed. Do you wish to continue exporting?
  8. Click [Yes].
  9. Validate a 'Save' dialog is displayed.
  10. Navigate to the desired location and click [Save].
  11. Validate an "Information" message is displayed stating: File Exported.
  12. Click [OK] and [Submit].
  13. Validate a "Form Return" message is displayed stating: Submitting has completed. Do you wish to return to form?
  14. Click [Yes].
  15. Validate the forms selected in the 'Select RADplus Forms' field in the previous steps remain selected as expected.
  16. Close the form.
  17. Navigate to the exported file and open it.
  18. Validate the file contains each form that was selected in the 'Select RADplus Forms' field in the following tab delimited format:
  19. OptionID, Form Name, Entity Type, Episodic (0 or 1)
  20. Field Number, Field Name, Required (0 or 1), Field Type
  21. At the end of each form there will be a line of dashes "-----" to indicate the form is complete.
  22. Close the file.
Scenario 3: Validate the 'PutEhrAssessmentResult' action for "Client" entity user modeled forms
Steps

Internal testing only.

Scenario 4: Validate the 'PutEhrAssessmentResult' action for "Staff" entity user modeled forms
Steps

Internal testing only.

Scenario 5: Validate the 'PutEhrAssessmentResult' action for "Provider" entity user modeled forms
Steps

Internal testing only.

Scenario 6: Validate the 'PutEhrAssessmentResult' action for "Program" entity user modeled forms
Steps

Internal testing only.
Topics
• CareFabric
Update 62 Summary | Details
ProviderConnect Enterprise - Smoking Status
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
Scenario 1: ProviderConnect Enterprise - Validate the 'PutSmokingStatus' 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 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).
Steps
  1. Select "Client A" and access the 'Update Client Data' form.
  2. Select the desired value in the 'Smoker' field.
  3. Enter the desired date in the 'Smoking Assessment Date' field.
  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 "PutSmokingStatus" 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 'PutSmokingStatus' action that was triggered from the 'Update Client Data' form with a "Success" result.
  13. Close the report and the form.
ProviderConnect Enterprise - 'EhrAssessmentResult' data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CSI Assessment
  • CareFabric Monitor
  • Cal-OMS Admission
  • Cal-OMS Annual Update
  • Cal-OMS Discharge
  • Cal-OMS Administrative Discharge
  • Cal-OMS Youth/Detox 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 - Financial Investigation - Validate the 'PutEhrAssessment' action and 'EhrAssessmentResultCreated' event
Specific Setup:
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' registry setting 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).
Steps
  1. Select "Client A" and access the 'Financial Investigation' form.
  2. Enter the desired date in the 'Financial Investigation Effective Date' field.
  3. Enter the desired value in the 'Income-Responsible Party Annual Income' field.
  4. Enter the desired value in the 'Income-Household Gross Annual Income' field.
  5. Enter the desired value in the 'Family Size' field.
  6. Enter the desired value in the 'Number of Dependents' field.
  7. Click [Submit].
  8. Access the 'ProviderConnect Enterprise Action Log' form.
  9. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  10. Enter the desired times in the 'From Time' and 'Through Time' fields.
  11. Select the desired organization in the 'Managing Organization' field.
  12. Select "PutEhrAssessment" in the 'Action Name' field.
  13. Click [View Action Log].
  14. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  15. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'Financial Investigation' form with a "Success" result.
  16. Close the report and the form.
Scenario 6: 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
• Update Client Data • ProviderConnect Enterprise • CSI Assessment • Cal-OMS • Csi Admission
Update 67 Summary | Details
Avatar CareFabric - CareConnect Inbox
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
  • CareFabric Monitor
  • Admission (Outpatient)
Scenario 1: CareConnect Inbox - Send a referral with client attachments
Specific Setup:
  • The 'CareConnect Inbox' widget must be configured.
  • A client is enrolled in an existing episode (Client A).
  • "Client A" has the records on file for the following: 'Ambulatory Progress Notes', 'Progress Notes (Group and Individual)', 'Treatment Plan', and 'Patient Health Questionnaire-9'. Document routing should be enabled for the 'Progress Notes' and 'Treatment Plan' forms.
Steps
  1. Access the 'CareConnect Inbox' widget.
  2. Start a new referral.
  3. Select the desired contact in the 'Add Contact' field.
  4. Enter the desired value in the 'Subject' field.
  5. Search for and select the desired provider in the 'Provider Search' field.
  6. Search for and select "Client A" in the 'Client Search' field.
  7. Click [Attach CCD].
  8. Validate the generated CCD is displayed and click [Attach CCD].
  9. Click [Client Attachments].
  10. Select "Client A's" existing episode in the 'Episode' field.
  11. Select "Admission", "Ambulatory Progress Notes", "Progress Notes (Group and Individual)", "Treatment Plan", "Patient Health Questionnaire-9", and "Update Client Data" in the 'Forms to Attach' field.
  12. Click [Generate PDF].
  13. Validate all of the client attachment PDF's are displayed.
  14. Select the 'Admission' PDF.
  15. Validate the admission data is displayed.
  16. Select the 'Ambulatory Progress Notes' PDF.
  17. Validate the progress note data is displayed.
  18. Select the 'Progress Notes (Group and Individual)' PDF.
  19. Validate the progress note data is displayed.
  20. Select the 'Patient Health Questionnaire-9' PDF.
  21. Validate the assessment data is displayed.
  22. Select the 'Treatment Plan' PDF.
  23. Validate the treatment plan data is displayed.
  24. Select the 'Update Client Data' PDF.
  25. Validate the client data is displayed.
  26. Send the referral.
Topics
• CareConnect Inbox
 

Avatar_CareFabric_2023_Monthly_Release_2023.03.02_Details.csv