Avatar CareFabric 2023 Quarterly Release 2023.02 Acceptance Tests

• Please note: this is for Avatar NX systems only.
• Avatar NX must be configured with the following:
• Avatar CareFabric is configured to integrate with myHealthPointe
• Have NIAM (Netsmart's Identity and Access Management) functionality enabled (for both Avatar NX and myHealthPointe)
• A user must be configured with the following (User A):
• Valid email in the 'External Login ID' field in 'User Definition' and "Yes" selected for 'Use External Login'
• Provider Portal access in myHealthPointe
• Please contact your Netsmart Representative for the above configuration.

1. Log into the application as "User A" using NIAM.
2. Access the 'Widget Definition' form.
3. Click [Select Widget].
4. Select "Add New Widget" in the 'Select Widgets' field.
5. Click [OK].
6. Enter "MHP" in the 'Widget ID' field.
7. Enter "myHealthPointe" in the 'Title' field.
8. Select "URL" in the 'Widget Type' field.
9. Select the desired value(s) in the 'Widget Attributes' field.
10. Enter "https://mhpqaprovider.netsmartcloud....copeID=SCOPEID" in the 'URL' field.
11. Click [Submit] and close the form.
12. Access the 'View Definition' form.
13. Click [Select View].
14. Select the view associated to the logged in user and click [OK].
15. Click [Launch View Designer].
16. Navigate to the "myHealthPointe" widget added in the previous steps and drag it onto the view.
17. Click [Submit] and submit the form.
18. Select the 'Customize Toggle' button so that it is enabled.
19. Select the 'My Activity' menu.
20. Select the 'View/Add Widgets' tab.
21. Click [Reload View].
22. Drag the 'myHealthPointe' widget to the desired location on the 'myDay' view and resize as desired.
23. Select the 'Customize Toggle' button so that it is disabled.
24. Navigate to the "myHealthPointe" widget.
25. Validate the myHealthPointe dashboard displays for "User A" without requiring an additional login.
26. Log out.
27. Log back into the application as "User A" using NIAM.
28. Navigate to the "myHealthPointe" widget.
29. Validate the myHealthPointe dashboard displays for "User A" without requiring an additional login.

• A user modeled "Hospital Admission Texas" assessment is defined with the following:
• 'Hospitalization Date' date field
• 'State Hospital' single-select dictionary field with "(P) Positive" and "(N) Negative" dictionary values.
• Must be flagged as an assessment in the 'Flag Assessment Forms' form.
• A client is enrolled in an existing episode (Client A).

1. Access the 'Care Record Mapping' form.
2. Validate the 'Type of Assessment' field contains "Hospital Admission Texas".
3. Select "Hospital Admission Texas" in the 'Type of Assessment' field.
4. Select the user defined "Hospital Admission Texas" assessment in the 'Form To Map' field.
5. Select "Hospital Admission Texas" in the 'Section' field.
6. Select "Assessment Date" in the 'Care Record Field Name' field.
7. Select "Hospitalization Date" in the 'Assessment Field' field.
8. Click [Save Mapping].
9. Validate a message is displayed stating: Mapping Saved.
10. Click [OK].
11. Select "State Hospital" in the 'Care Record Field Name' field.
12. Select "State Hospital" in the 'Assessment Field' field.
13. Click [Save Mapping].
14. Validate a message is displayed stating: Mapping Saved.
15. Click [OK] and close the form.
16. Select "Client A" and access the user defined 'Hospital Admission Texas' form.
17. Enter the desired date in the 'Hospitalization Date' field.
18. Select the desired value in the 'State Hospital' field.
19. Click [Submit].
20. Access the 'CareFabric Monitor' form.
21. Enter the current date in the 'From Date' and 'Through Date' fields.
22. Enter "Client A" in the 'Client ID' field.
23. Enter "EhrAssessmentResultCreated" in the 'Event/Action Search' field.
24. Click [View Activity Log].
25. Validate the 'CareFabric Monitor Report' contains an "EhrAssessmentResultCreated" record.
26. Click [Click To View Record].
27. Validate the 'assessmentDate' field contains the date entered in the 'Hospitalization Date' field in the previous steps.
28. Validate the 'assessmentTypeCode' - 'code' field contains "38".
29. Validate the 'assessmentTypeCode' - 'displayName' field contains "Hospital Admission Texas".
30. Validate the 'clientID' - 'id' field contains Client A's ID.
31. Validate the 'scorings' - 'categoryIdentifier' field contains "AssessmentBinary".
32. Validate the 'scorings' - 'createdDate' field contains the current date.
33. Validate the 'scorings' - 'score' field contains either "P" or "N" based on the value selected in the 'State Hospital' field in the previous steps.
34. Validate the 'scorings' - 'scoredDate' field contains the current date.
35. Validate the 'vocabularies' - 'code' field contains "417005".
36. Validate the 'vocabularies' - 'codeSystem' field contains "2.16.840.1.113883.6.96".
37. Validate the 'vocabularies' - 'codeSystemName' field contains "SNOMED".
38. Validate the 'vocabularies' - 'displayName' field contains "Hospital re-admission".
39. Close the report and the form.

• A user modeled "Hospital Discharge Texas" assessment is defined with the following:
• 'Discharge Date' date field
• 'State Hospital' single-select dictionary field with "(P) Positive" and "(N) Negative" dictionary values.
• Must be flagged as an assessment in the 'Flag Assessment Forms' form.
• A client is enrolled in an existing episode (Client A).

1. Access the 'Care Record Mapping' form.
2. Validate the 'Type of Assessment' field contains "Hospital Discharge Texas".
3. Select "Hospital Discharge Texas" in the 'Type of Assessment' field.
4. Select the user defined "Hospital Discharge Texas" assessment in the 'Form To Map' field.
5. Select "Hospital Discharge Texas" in the 'Section' field.
6. Select "Assessment Date" in the 'Care Record Field Name' field.
7. Select "Discharge Date" in the 'Assessment Field' field.
8. Click [Save Mapping].
9. Validate a message is displayed stating: Mapping Saved.
10. Click [OK].
11. Select "State Hospital" in the 'Care Record Field Name' field.
12. Select "State Hospital" in the 'Assessment Field' field.
13. Click [Save Mapping].
14. Validate a message is displayed stating: Mapping Saved.
15. Click [OK] and close the form.
16. Select "Client A" and access the user defined 'Hospital Discharge Texas' form.
17. Enter the desired date in the 'Discharge Date' field.
18. Select the desired value in the 'State Hospital' field.
19. Click [Submit].
20. Access the 'CareFabric Monitor' form.
21. Enter the current date in the 'From Date' and 'Through Date' fields.
22. Enter "Client A" in the 'Client ID' field.
23. Enter "EhrAssessmentResultCreated" in the 'Event/Action Search' field.
24. Click [View Activity Log].
25. Validate the 'CareFabric Monitor Report' contains an "EhrAssessmentResultCreated" record.
26. Click [Click To View Record].
27. Validate the 'assessmentDate' field contains the date entered in the 'Discharge Date' field in the previous steps.
28. Validate the 'assessmentTypeCode' - 'code' field contains "39".
29. Validate the 'assessmentTypeCode' - 'displayName' field contains "Hospital Discharge Texas".
30. Validate the 'clientID' - 'id' field contains Client A's ID.
31. Validate the 'scorings' - 'categoryIdentifier' field contains "AssessmentBinary".
32. Validate the 'scorings' - 'createdDate' field contains the current date.
33. Validate the 'scorings' - 'score' field contains either "P" or "N" based on the value selected in the 'State Hospital' field in the previous steps.
34. Validate the 'scorings' - 'scoredDate' field contains the current date.
35. Validate the 'vocabularies' - 'code' field contains "308283009".
36. Validate the 'vocabularies' - 'codeSystem' field contains "2.16.840.1.113883.6.96".
37. Validate the 'vocabularies' - 'codeSystemName' field contains "SNOMED".
38. Validate the 'vocabularies' - 'displayName' field contains "Discharge from hospital".
39. Close the report and the form.

• 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).
• A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).

1. Select "Client A" and access the 'Diagnosis' form.
2. Select the episode mapped to the managing organization from the Pre-Display.
3. Click [OK].
4. Select the desired value in the 'Type Of Diagnosis' field.
5. Enter the desired date in the 'Date Of Diagnosis' field.
6. Enter the desired time in the 'Time Of Diagnosis' field.
7. Click [New Row].
8. Enter the desired value in the 'Diagnosis Search' field.
9. Validate the 'Ranking' field contains "Primary".
10. Enter "Practitioner A" in the 'Diagnosing Practitioner' field.
11. Select the "Additional Diagnosis Information" section.
12. Select the desired value in the 'Trauma (CSI)' field.
13. Select the desired value(s) in the 'General Medical Condition Summary Code (CSI)' field.
14. Select "Yes" in the 'Substance Abuse / Dependence (CSI)' field.
15. Select the desired value in the 'Substance Abuse / Dependence Diagnosis (CSI)' field.
16. Click [Submit].
17. Validate a "Pre-Display Confirmation" message is displayed stating: Do you want to return to Pre-Display?
18. Click [No].
19. Access the 'ProviderConnect Enterprise Action Log'.
20. Enter the desired dates in the 'From Date' and 'Through Date' fields.
21. Enter the desired times in the 'From Time' and 'Through Time' fields.
22. Select the desired organization in the 'Managing Organization' field.
23. Select "PutDiagnosis" in the 'Action Name' field.
24. Click [View Action Log].
25. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
26. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutDiagnosis' action that was triggered from the 'Diagnosis' form with a "Success" result.
27. Close the report.
28. Select "PutDiagnosisEntry" in the 'Action Name' field.
29. Click [View Action Log].
30. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
31. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutDiagnosisEnry' action that was triggered from the 'Diagnosis' form with a "Success" result.
32. Close the report and the form.

• 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 mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).
• "Client A" has a discharged episode (Episode A).
• A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).

1. Select "Client A" and access the 'Diagnosis' form.
2. Select "Episode A" from the Pre-Display.
3. Click [OK].
4. Select the desired value in the 'Type Of Diagnosis' field.
5. Enter the desired date in the 'Date Of Diagnosis' field.
6. Enter the desired time in the 'Time Of Diagnosis' field.
7. Click [New Row].
8. Enter the desired value in the 'Diagnosis Search' field.
9. Validate the 'Ranking' field contains "Primary".
10. Enter "Practitioner A" in the 'Diagnosing Practitioner' field.
11. Select the "Additional Diagnosis Information" section.
12. Select the desired value in the 'Trauma (CSI)' field.
13. Select the desired value(s) in the 'General Medical Condition Summary Code (CSI)' field.
14. Select "Yes" in the 'Substance Abuse / Dependence (CSI)' field.
15. Select the desired value in the 'Substance Abuse / Dependence Diagnosis (CSI)' field.
16. Click [Submit].
17. Validate a "Pre-Display Confirmation" message is displayed stating: Do you want to return to Pre-Display?
18. Click [No].
19. Access the 'ProviderConnect Enterprise Action Log'.
20. Enter the desired dates in the 'From Date' and 'Through Date' fields.
21. Enter the desired times in the 'From Time' and 'Through Time' fields.
22. Select the desired organization in the 'Managing Organization' field.
23. Select "PutDiagnosis" in the 'Action Name' field.
24. Click [View Action Log].
25. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
26. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutDiagnosis' action that was triggered from the 'Diagnosis' form with a "Success" result.
27. Close the report.
28. Select "PutDiagnosisEntry" in the 'Action Name' field.
29. Click [View Action Log].
30. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
31. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutDiagnosisEnry' action that was triggered from the 'Diagnosis' form with a "Success" result.
32. Close the report and the form.

Internal testing only.

Internal testing only.

Internal testing only.

• Avatar is configured to integrate with Mobile CareGiver+. This must be done by a Netsmart Representative.
• Please note: Selecting "Yes" to 'Enable Mobile CareGiver+' will disable any active integrations in the 'Electronic Visit Verification' section of the 'CarePOV Management' form.

1. Access the 'CarePOV Management' form.
2. Select the "Electronic Visit Verification" section.
3. Validate the 'Mobile CareGiver+' section is displayed.
4. Validate the 'Enable Mobile CareGiver+' field is not required.
5. Select "Yes" in the 'Enable Mobile CareGiver+' field. Please note: when "Yes" is selected, certain fields on this form will now be hidden that are not relevant to this integration. If left blank, or if "No" is selected, all fields will display on the form.
6. Validate the 'EVV Admin User ID' field is not required.
7. Validate the 'Send Non EVV Payers' field is displayed.
8. Select the desired value in the 'Send Non EVV Payers' field.
9. Validate the 'Require Authorization' field is displayed.
10. Select the desired value in the 'Require Authorization' field.
11. Validate the 'Require Cancellation Reason' field is displayed.
12. Select the desired value in the 'Require Cancellation Reason' field.
13. Validate the 'Cancelled Appointment Status' field is displayed.
14. Select the desired value in the 'Cancelled Appointment Status' field.
15. Validate the 'Require State Acceptance Before Billing' field is displayed.
16. Select the desired value in the 'Require State Acceptance Before Billing' field.
17. Validate the 'Require Staff Date of Birth' field is displayed with "Yes" as the default value when Mobile CareGiver+ is enabled.
18. Validate the 'Require Staff EVV ID' field is displayed with "Yes" as the default value when Mobile CareGiver+ is enabled.
19. Validate the 'Require Staff Social Security Number' field is displayed with "Yes" as the default value when Mobile CareGiver+ is enabled.
20. Validate he 'Send Staff Social Security Number' field is displayed with "Yes" as the default value when Mobile CareGiver+ is enabled.
21. Select the desired value in the 'Progress Note Form' field.
22. Select the desired value in the 'Save Progress Notes' field.
23. Select the desired value in the 'Site' field.
24. Enter the desired value in the 'Medicaid Provider ID' field.
25. Select the desired value in the 'Provider Address To Be Sent' field.
26. Click [New Row] in the 'Payor Program ID' grid.
27. Select the desired guarantor in the 'Guarantor' field.
28. Enter the desired value in the 'Payer ID' field.
29. Enter the desired value in the 'Payer Program' field.
30. Enter the desired value in the 'Insurance Plan ID' field.
31. Enter the desired value in the 'MCG+ Payer ID' field.
32. Enter the desired value in the 'MCG+ Insurance Plan ID' field.
33. Validate the 'Require Subscriber Policy Number' field is displayed and contains "Yes" and "No" values.
34. Select the desired value in the 'Require Subscriber Policy Number' field.
35. Repeat as needed for additional guarantor(s).
36. Click [New Row] in the 'Progress Note Form Mapping' grid.
37. Select the desired service code in the 'Service Code' field.
38. Select the desired program in the 'Program' field.
39. Select the desired progress note form in the 'Progress Note Form' field.
40. Repeat as needed for additional mappings.
41. Click [Submit].
42. Access the 'CarePOV Management' form.
43. Select the "Electronic Visit Verification" section.
44. Validate all previously filed data is displayed as filed.
45. Close the form.

• Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
• A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
• A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A).
• The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
• "Yes" is selected in the 'Enable Mobile CareGiver+' field.
• "Yes" is selected in the 'Send Non EVV Payers' field.
• "Self-Pay" as a 'Guarantor' in the 'Payor Program ID' grid with the 'Payer ID' field populated.

1. Access the 'CarePOV Management' form.
2. Select the "Electronic Visit Verification" section.
3. Navigate to the 'Payor Program ID' grid.
4. Validate the 'Require Subscriber Policy Number' column is added to the grid with "Yes" and "No" options.
5. Select "No" in the 'Require Subscriber Policy Number' column for the "Self-Pay" guarantor.
6. Click [Submit].
7. Access the 'Admission' form.
8. Enter any new values in the 'Client Search' dialog.
9. Click [New Client] and [Yes].
10. Validate the 'Client Name' field contains the value entered in the previous steps. Please note: this is a required field for Mobile CareGiver+ integration.
11. Select the desired value in the 'Sex' field. Please note: this is a required field for Mobile CareGiver+ integration.
12. Enter the desired date in the 'Date of Birth' field. Please note: this is a required field for Mobile CareGiver+ integration.
13. Enter the desired date in the 'Preadmit/Admission Date' field.
14. Enter the desired time in the 'Preadmit/Admission Time' field.
15. Select "Program A" in the 'Program' field.
16. Select the desired value in the 'Type Of Admission' field.
17. Select the desired practitioner in the 'Admitting Practitioner' field.
18. Enter the desired value in the 'Social Security Number' field.
19. Select the "Demographics" section.
20. Enter the desired value in the 'Address - Street' field. Please note: this is a required field for Mobile CareGiver+ integration.
21. Enter the desired value in the 'Zipcode' field. Please note: this is a required field for Mobile CareGiver+ integration.
22. Enter the desired value in the 'Cell Phone' field. Please note: at least one phone number (either Home or Cell) is a required field for Mobile CareGiver+ integration.
23. Enter the desired value in the 'Home Phone' field.
24. Enter the desired value in the 'Work Phone' field.
25. Click [Submit]. Please note: this will be referred to as "Client A" from now on.
26. Select "Client A" and access the 'Financial Eligibility' form.
27. Select the "Guarantor Selection" section.
28. Select "Self-Pay" in the 'Guarantor #' field.
29. Select "(Non-Contract) Self-Pay" in the 'Guarantor Plan' field.
30. Select "No" in the 'Customize Guarantor Plan' field.
31. Select "Yes" in the 'Eligibility Verified' field.
32. Enter the desired date in the 'Coverage Effective Date' field.
33. Select "Self" in the 'Client's Relationship to Subscriber' field.
34. Select "Yes" in the 'Subscriber Assignment Of Benefits' field.
35. Do not enter a value in the 'Subscriber Policy #' field.
36. Select the desired value in the 'Subscriber Release Of Info' field.
37. Select the "Financial Eligibility" section.
38. Select "Self-Pay" in the 'Guarantor #1' field.
39. Click [Submit].
40. Access the 'CareFabric Monitor' form.
41. Enter the current date in the 'From Date' and 'Through Date' fields.
42. Select "Client A" in the 'Client ID' field.
43. Select "EvvClientUpdated" in the 'Event/Action Search' field.
44. Click [View Activity Log].
45. Validate the 'CareFabric Monitor Report' contains an "EvvClientUpdated" record for "Client A".
46. Click [Click to View Record].
47. Validate the 'addresses' - 'addressID' - 'id' field contains "Client A's" PATID with an H on the end, indicating "Home".
48. Validate the 'addresses' - 'city' field contains the city "Client A" lives in.
49. Validate the 'addresses' - 'stateCode' field contains the state "Client A" lives in.
50. Validate the 'addresses' - 'typeCode' - 'code' field contains "12". This indicates "Home" for Mobile CareGiver+.
51. Validate the 'addresses' - 'zipCode' field contains the zip code "Client A" lives in.
52. Validate the birthDate' field contains "Client A's" birth date.
53. Validate the 'clientGenderCode' - 'code' field contains "Client A's" gender (ex. F).
54. Validate the 'clientGenderCode' - 'displayName' field contains "Client A's" gender (ex. Female).
55. Validate the 'clientID' - 'id' field contains "Client A's" PATID.
56. Validate the 'clientOrg' field contains the facility being used.
57. Validate the 'insPlans' - 'effectiveStartDate' field contains the 'Coverage Effective Date' entered in the previous steps.
58. Validate the 'insPlans' - 'insPayerID' - 'humanReadableValue' field contains "Self-Pay".
59. Validate the 'insPlans' - 'insPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
60. Validate the 'policyID' field contains "null".
61. Validate the 'name' - 'first' field contains "Client A's" first name.
62. Validate the 'name' - 'last' field contains "Client A's" last name.
63. Validate the 'phoneNumbers' - 'number' field contains "Client A's" phone number
64. Validate the 'phoneNumbers' - 'phoneNumberID' - 'id' field contains "Client A's" PATID with an identifier at the end (ex. "PC" indicating Patient Cell, "PH" indicating Patient Home).
65. Validate the 'phoneNumbers' - 'typeCode' - 'code' field contains the type of phone number (ex. Cell or Home).
66. Validate both the 'Home Phone' & 'Cell Phone' numbers are displayed
67. Validate the 'Work Phone' number is not displayed. This is not used for Mobile CareGiver+ integration.
68. Validate the 'providerOrganizationID' - 'humanReadableValue' field contains the program code for "Program A".
69. Validate the 'providerOrganizationID' - 'id' field contains the 'EVV Provider Organization ID' for "Program A".
70. Close the report and the form.

• Avatar is configured to integrate with Mobile CareGiver+. This must be done by a Netsmart Representative.
• Please note: Selecting "Yes" to 'Enable Mobile CareGiver+' will disable any active integrations in the 'Electronic Visit Verification' section of the 'CarePOV Management' form.

1. Access the 'CarePOV Management' form.
2. Select the "Electronic Visit Verification" section.
3. Validate the 'Mobile CareGiver+' section is displayed.
4. Validate the 'Enable Mobile CareGiver+' field is not required.
5. Select "Yes" in the 'Enable Mobile CareGiver+' field. Please note: when "Yes" is selected, certain fields on this form will now be hidden that are not relevant to this integration. If left blank, or if "No" is selected, all fields will display on the form.
6. Validate the 'EVV Admin User ID' field is not required.
7. Validate the 'Send Non EVV Payers' field is displayed.
8. Select the desired value in the 'Send Non EVV Payers' field.
9. Validate the 'Require Authorization' field is displayed.
10. Select the desired value in the 'Require Authorization' field.
11. Validate the 'Require Cancellation Reason' field is displayed.
12. Select the desired value in the 'Require Cancellation Reason' field.
13. Validate the 'Cancelled Appointment Status' field is displayed.
14. Select the desired value in the 'Cancelled Appointment Status' field.
15. Validate the 'Require State Acceptance Before Billing' field is displayed.
16. Select the desired value in the 'Require State Acceptance Before Billing' field.
17. Validate the 'Require Staff Date of Birth' field is displayed with "Yes" as the default value when Mobile CareGiver+ is enabled.
18. Validate the 'Require Staff EVV ID' field is displayed with "Yes" as the default value when Mobile CareGiver+ is enabled.
19. Validate the 'Require Staff Social Security Number' field is displayed with "Yes" as the default value when Mobile CareGiver+ is enabled.
20. Validate he 'Send Staff Social Security Number' field is displayed with "Yes" as the default value when Mobile CareGiver+ is enabled.
21. Select the desired value in the 'Progress Note Form' field.
22. Select the desired value in the 'Save Progress Notes' field.
23. Select the desired value in the 'Site' field.
24. Enter the desired value in the 'Medicaid Provider ID' field.
25. Select the desired value in the 'Provider Address To Be Sent' field.
26. Click [New Row] in the 'Payor Program ID' grid.
27. Select the desired guarantor in the 'Guarantor' field.
28. Enter the desired value in the 'Payer ID' field.
29. Enter the desired value in the 'Payer Program' field.
30. Enter the desired value in the 'Insurance Plan ID' field.
31. Enter the desired value in the 'MCG+ Payer ID' field.
32. Enter the desired value in the 'MCG+ Insurance Plan ID' field.
33. Validate the 'Require Subscriber Policy Number' field is displayed and contains "Yes" and "No" values.
34. Select the desired value in the 'Require Subscriber Policy Number' field.
35. Repeat as needed for additional guarantor(s).
36. Click [New Row] in the 'Progress Note Form Mapping' grid.
37. Select the desired service code in the 'Service Code' field.
38. Select the desired program in the 'Program' field.
39. Select the desired progress note form in the 'Progress Note Form' field.
40. Repeat as needed for additional mappings.
41. Click [Submit].
42. Access the 'CarePOV Management' form.
43. Select the "Electronic Visit Verification" section.
44. Validate all previously filed data is displayed as filed.
45. Close the form.

• 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.

1. Access the 'CarePOV Management' form.
2. Select the "Electronic Visit Verification" section.
3. Validate the 'Require Staff Date of Birth' field is displayed and is set to "Yes" by default when Mobile CareGiver+ is enabled.
4. Click [Submit].
5. Access the 'Practitioner Enrollment' form.
6. Enter any new value in the 'Select Staff' dialog and click [New Staff].
7. Enter the desired value in the 'Name' field. Please note: this is a required field for Mobile CareGiver+ integration.
8. Do not enter a value in the 'Date Of Birth' field. Please note: this may be required field for Mobile CareGiver+ integration, depending on the configuration in 'CarePOV Management'.
9. Enter the desired date in the 'Registration Date' field.
10. Enter the desired value in the 'Office Address - Zip Code' field.
11. Enter the desired value in the 'Office Telephone (1)' field.
12. Enter the desired value in the 'Cellular Telephone' field. Please note: this is a required field for Mobile CareGiver+ integration.
13. Select the desired value in the 'Sex' field.
14. Enter the desired value in the 'Staff EVV ID' field. Please note: this may be required field for Mobile CareGiver+ integration, depending on the configuration in 'CarePOV Management'.
15. Enter the desired value in the 'Email Address' field. Please note: this is a required field for Mobile CareGiver+ integration.
16. Enter the desired value in the 'Staff EVV Type' field. Please note: this is a required field for Mobile CareGiver+ integration.
17. Select the "Categories/Taxonomy" section.
18. Select "Create New" in the 'Category/Taxonomy' field.
19. Enter the desired date in the 'Effective Date' field.
20. Select the desired value in the 'Practitioner Category' field.
21. Select the desired value(s) in the 'Discipline' field.
22. Select the desired value(s) in the 'Practitioner Categories For Coverage' field.
23. Click [Add Practitioner Categories] and [OK].
24. Click [Submit].
25. Access the 'Practitioner Information (Confidential)' form for the new practitioner.
26. Enter the desired value in the 'Social Security #' field. Please note: this may be required field for Mobile CareGiver+ integration, depending on the configuration in 'CarePOV Management'.
27. Click [Submit].
28. Access the 'CareFabric Monitor' form.
29. Enter the current date in the 'From Date' and 'Through Date' fields.
30. Select "EvvResourceUpdated" in the 'Event/Action Search' field.
31. Click [View Activity Log].
32. Validate the 'CareFabric Monitor Report' does not contain an "EvvResourceUpdated" record since 'Date of Birth' is currently a required field for Mobile CareGiver+ integration based on the configuration in 'CarePOV Management'.
33. Close the report and the form.
34. Access the 'CarePOV Management' form.
35. Select the "Electronic Visit Verification" section.
36. Select "No" in the 'Require Staff Date of Birth' field.
37. Click [Submit].
38. Access the 'Practitioner Enrollment' form.
39. Search for and select the new practitioner added in the previous steps.
40. Update any desired fields but leave the 'Date of Birth' field blank.
41. Click [Submit].
42. Access the 'CareFabric Monitor' form.
43. Enter the current date in the 'From Date' and 'Through Date' fields.
44. Select "EvvResourceUpdated" in the 'Event/Action Search' field.
45. Click [View Activity Log].
46. Validate the 'CareFabric Monitor Report' contains an "EvvResourceUpdated" record for the new practitioner.
47. Click [Click to View Record].
48. Validate all previously populated data is displayed.
49. Validate the 'birthDate' field contains "null".
50. Close the report and the form.

• 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.

1. Access the 'CarePOV Management' form.
2. Select the "Electronic Visit Verification" section.
3. Validate the 'Require Staff EVV ID' field is displayed and is set to "Yes" by default when Mobile CareGiver+ is enabled.
4. Click [Submit].
5. Access the 'Practitioner Enrollment' form.
6. Enter any new value in the 'Select Staff' dialog and click [New Staff].
7. Enter the desired value in the 'Name' field. Please note: this is a required field for Mobile CareGiver+ integration.
8. Enter the desired date in the 'Date Of Birth' field. Please note: this may be required field for Mobile CareGiver+ integration, depending on the configuration in 'CarePOV Management'.
9. Enter the desired date in the 'Registration Date' field.
10. Enter the desired value in the 'Office Address - Zip Code' field.
11. Enter the desired value in the 'Office Telephone (1)' field.
12. Enter the desired value in the 'Cellular Telephone' field. Please note: this is a required field for Mobile CareGiver+ integration.
13. Select the desired value in the 'Sex' field.
14. Do not enter a value in the 'Staff EVV ID' field. Please note: this may be required field for Mobile CareGiver+ integration, depending on the configuration in 'CarePOV Management'.
15. Enter the desired value in the 'Email Address' field. Please note: this is a required field for Mobile CareGiver+ integration.
16. Enter the desired value in the 'Staff EVV Type' field. Please note: this is a required field for Mobile CareGiver+ integration.
17. Select the "Categories/Taxonomy" section.
18. Select "Create New" in the 'Category/Taxonomy' field.
19. Enter the desired date in the 'Effective Date' field.
20. Select the desired value in the 'Practitioner Category' field.
21. Select the desired value(s) in the 'Discipline' field.
22. Select the desired value(s) in the 'Practitioner Categories For Coverage' field.
23. Click [Add Practitioner Categories] and [OK].
24. Click [Submit].
25. Access the 'Practitioner Information (Confidential)' form for the new practitioner.
26. Enter the desired value in the 'Social Security #' field. Please note: this may be required field for Mobile CareGiver+ integration, depending on the configuration in 'CarePOV Management'.
27. Click [Submit].
28. Access the 'CareFabric Monitor' form.
29. Enter the current date in the 'From Date' and 'Through Date' fields.
30. Select "EvvResourceUpdated" in the 'Event/Action Search' field.
31. Click [View Activity Log].
32. Validate the 'CareFabric Monitor Report' does not contain an "EvvResourceUpdated" record since 'Staff EVV ID' is currently a required field for Mobile CareGiver+ integration based on the configuration in 'CarePOV Management'.
33. Close the report and the form.
34. Access the 'CarePOV Management' form.
35. Select the "Electronic Visit Verification" section.
36. Select "No" in the 'Require Staff EVV ID' field.
37. Click [Submit].
38. Access the 'Practitioner Enrollment' form.
39. Search for and select the new practitioner added in the previous steps.
40. Update any desired fields but leave the 'Staff EVV ID' field blank.
41. Click [Submit].
42. Access the 'CareFabric Monitor' form.
43. Enter the current date in the 'From Date' and 'Through Date' fields.
44. Select "EvvResourceUpdated" in the 'Event/Action Search' field.
45. Click [View Activity Log].
46. Validate the 'CareFabric Monitor Report' contains an "EvvResourceUpdated" record for the new practitioner.
47. Click [Click to View Record].
48. Validate all previously populated data is displayed.
49. Validate the 'resourceStateID' field contains "null".
50. Validate the 'resourceStateIDs' - 'id' field contains "null".
51. Validate the 'resourceStateIDs' - 'value' field contains "null".
52. Close the report and the form.

• 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.

1. Access the 'Practitioner Enrollment' form.
2. Enter any new value in the 'Select Staff' dialog and click [New Staff].
3. Enter the desired value in the 'Name' field. Please note: this is a required field for Mobile CareGiver+ integration.
4. Enter the desired date in the 'Date Of Birth' field. Please note: this is a required field for Mobile CareGiver+ integration.
5. Enter the desired date in the 'Registration Date' field.
6. Enter the desired value in the 'Office Address - Zip Code' field.
7. Enter the desired value in the 'Office Telephone (1)' field.
8. Enter the desired value in the 'Cellular Telephone' field. Please note: this is a required field for Mobile CareGiver+ integration.
9. Select the desired value in the 'Sex' field.
10. Enter the desired value in the 'Staff EVV ID' field. Please note: this is a required field for Mobile CareGiver+ integration.
11. Enter the desired value in the 'Email Address' field. Please note: this is a required field for Mobile CareGiver+ integration.
12. Enter the desired value in the 'Staff EVV Type' field. Please note: this is a required field for Mobile CareGiver+ integration.
13. Select the "Categories/Taxonomy" section.
14. Select "Create New" in the 'Category/Taxonomy' field.
15. Enter the desired date in the 'Effective Date' field.
16. Select the desired value in the 'Practitioner Category' field.
17. Select the desired value(s) in the 'Discipline' field.
18. Select the desired value(s) in the 'Practitioner Categories For Coverage' field.
19. Click [Add Practitioner Categories] and [OK].
20. Click [Submit].
21. Access the 'Practitioner Information (Confidential)' form.
22. Enter the desired value in the 'Social Security #' field.
23. Click [Submit].
24. Access the 'CareFabric Monitor' form.
25. Enter the current date in the 'From Date' and 'Through Date' fields.
26. Select "EvvResourceUpdated" in the 'Event/Action Search' field.
27. Click [View Activity Log].
28. Validate the 'CareFabric Monitor Report' contains an "EvvResourceUpdated" record for the new practitioner.
29. Click [Click to View Record].
30. Validate the 'birthDate' field contains the 'Date of Birth'.
31. Validate the 'emailAccounts' - 'address' field contains the 'Email Address'.
32. Validate the 'isActive' field contains "true".
33. Validate the 'name' - 'first' field contains the practitioner's first name.
34. Validate the 'name' - 'last' field contains the practitioner's last name.
35. Validate the 'phoneNumber' - 'number' field contains the practitioner's phone number.
36. Validate the 'phoneNumber' - 'phoneNumberID' - 'id' field contains the practitioner's ID with "SC" at the end indicating "Staff Cell".
37. Validate the 'phoneNumber' - 'typeCode' - 'code' field contains "Cell".
38. Validate the 'providerOrganizationIDs' - 'id' field contains the 'EVV Provider Organization ID'(s) filed in 'Program Maintenance'.
39. Validate the 'resourceID' - 'id' field contains the practitioner's ID.
40. Validate the 'resourceStateID' - 'id' field contains the 'Staff EVV ID'.
41. Validate the 'resourceStateIDs' - id' field contains the 'Staff EVV ID'.
42. Validate the 'resourceStateIDs' - 'type' field contains the 'Staff EVV Type'.
43. Validate the 'resourceStateIDs' - 'value' field contains the 'Staff EVV ID'.
44. Validate the 'ssn' field contains the practitioner's social security number.
45. Validate the 'userID' field contains "null".
46. Close the report and the form.

• Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
• A product is defined in the 'CareFabric Integration Management' form for the "MobileCareGiver+" product and "McgEvvAppointmentUpdated" must be selected in the 'Event Types' field.
• A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
• "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
• Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home".
• If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used.
• A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
• Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
• The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
• "Yes" is selected in the 'Enable Mobile CareGiver+' field.
• "Yes" is selected in the 'Send Non EVV Payers' field.
• "No" is selected in the 'Require Authorization' field.
• "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
• No value is selected in the 'Site' field.
• "Yes" is selected in the following fields for the 'McgEvvAppointmentUpdated' event: 'Keep Incoming Payload in the Log', 'Keep Outgoing Payload in the Log' and 'Show in the CareFabric Monitor Report' in the 'CareFabric Management' form. This must be done by a Netsmart Representative.
• Two sites are defined with hours for scheduling in 'Site Registration' (Site A & Site B):
• "Site A" has all programs selected in the 'Associated Programs' field, including "Program A". Note: "Program A" should only be associated to "Site A" for this test.
• "Site B" has no programs selected in the 'Associated Programs' field.
• A practitioner must be defined as an EVV resource with hours for scheduling at "Site A" and "Site B" and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).
• A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).

1. Access the 'CarePOV Management' form.
2. Select the "Electronic Visit Verification" section.
3. Ensure no value is selected in the 'Site' field.
4. Click on help message for the 'Site' field.
5. Validate the following is displayed: The following logic will be applied when determining the site code of the appointment, when Mobile CareGiver+ is enabled: 1) If the site code is defined in this field, then it will be used when scheduling the appointment. 2) If the site code is not defined in this field, then Avatar checks if the service code is associated with only one program. If so, Avatar checks if the program is associated with only one site. If so, the site code will be used when scheduling the appointment.
6. Click [Return to Form] and close the form.
7. Add an unscheduled visit in the Mobile CareGiver+ application with associated tasks for "Client A" with "Practitioner A".
8. Please note: if any of the appointment information sent from Mobile CareGiver+ can't be determined, the appointment will be available for reconciliation in the 'CareFabric Integration Reconciliation' form.
9. Access the 'CareFabric Monitor' form.
10. Enter the current date in the 'From Date' and 'Through Date' fields.
11. Select "Client A" in the 'Client ID' field.
12. Select "McgEvvAppointmentUpdated" in the 'Event/Action Search' field.
13. Click [View Activity Log].
14. Validate the 'CareFabric Monitor Report' contains an "McgEvvAppointmentUpdated" record.
15. Click [Click To View Record].
16. Validate the 'clientID- 'id' field contains "Client A".
17. Validate the 'endDate' field contains the appointment end date/time.
18. Validate the 'mcgAppointmentID' - 'id' field contains the MCG+ unique identifier for the appointment.
19. Validate the 'resource' - 'resourceID' field contains "Practitioner A".
20. Validate the 'services' - 'procedureCode' - 'code' field contains "Procedure Code A".
21. Validate the 'startDate' field contains the appointment start date/time.
22. Validate all other appointment data is displayed.
23. Close the report and the form.
24. Access the 'Scheduling Calendar' form.
25. Validate the appointment for "Client A" with "Practitioner A" that was sent from Mobile CareGiver+ is displayed for "Site A".
26. Right click on the appointment and click [Details/Edit].
27. Validate the appointment details are displayed as expected.
28. Validate the 'Available Tasks' field contains the tasks sent from Mobile CareGiver+.
29. Close the form and click [Dismiss].

• Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
• A product is defined in the 'CareFabric Integration Management' form for the "MobileCareGiver+" product and "McgEvvAppointmentUpdated" must be selected in the 'Event Types' field.
• A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
• "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
• Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home".
• If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used.
• A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
• Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
• The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
• "Yes" is selected in the 'Enable Mobile CareGiver+' field.
• "Yes" is selected in the 'Send Non EVV Payers' field.
• "No" is selected in the 'Require Authorization' field.
• "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
• "Yes" is selected in the following fields for the 'McgEvvAppointmentUpdated' event: 'Keep Incoming Payload in the Log', 'Keep Outgoing Payload in the Log' and 'Show in the CareFabric Monitor Report' in the 'CareFabric Management' form. This must be done by a Netsmart Representative.
• A site is defined with hours for scheduling (Site A).
• A practitioner must be defined as an EVV resource with hours for scheduling at "Site A" and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).
• A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).

1. Access the 'CarePOV Management' form.
2. Select the "Electronic Visit Verification" section.
3. Select "Site A" in the 'Site' field.
4. Click [Submit].
5. Add an unscheduled visit in the Mobile CareGiver+ application with associated tasks for "Client A" with "Practitioner A".
6. Please note: if any of the appointment information sent from Mobile CareGiver+ can't be determined, the appointment will be available for reconciliation in the 'CareFabric Integration Reconciliation' form.
7. Access the 'CareFabric Monitor' form.
8. Enter the current date in the 'From Date' and 'Through Date' fields.
9. Select "Client A" in the 'Client ID' field.
10. Select "McgEvvAppointmentUpdated' in the 'Event/Action Search' field.
11. Click [View Activity Log].
12. Validate the 'CareFabric Monitor Report' contains an "McgEvvAppointmentUpdated" record.
13. Click [Click To View Record].
14. Validate the 'clientID- 'id' field contains "Client A".
15. Validate the 'endDate' field contains the appointment end date/time.
16. Validate the 'mcgAppointmentID' - 'id' field contains the MCG+ unique identifier for the appointment.
17. Validate the 'resource' - 'resourceID' field contains "Practitioner A".
18. Validate the 'services' - 'procedureCode' - 'code' field contains "Procedure Code A".
19. Validate the 'startDate' field contains the appointment start date/time.
20. Validate all other appointment data is displayed.
21. Close the report and the form.
22. Access the 'Scheduling Calendar' form.
23. Validate the appointment for "Client A" with "Practitioner A" that was sent from Mobile CareGiver+ is displayed at "Site A".
24. Right click on the appointment and click [Details/Edit].
25. Validate the appointment details are displayed as expected.
26. Validate the 'Available Tasks' field contains the tasks sent from Mobile CareGiver+.
27. Close the form and click [Dismiss].

• Avatar is configured to integrate with Mobile CareGiver+. This must be done by a Netsmart Representative.
• Please note: Selecting "Yes" to 'Enable Mobile CareGiver+' will disable any active integrations in the 'Electronic Visit Verification' section of the 'CarePOV Management' form.

1. Access the 'CarePOV Management' form.
2. Select the "Electronic Visit Verification" section.
3. Validate the 'Mobile CareGiver+' section is displayed.
4. Validate the 'Enable Mobile CareGiver+' field is not required.
5. Select "Yes" in the 'Enable Mobile CareGiver+' field. Please note: when "Yes" is selected, certain fields on this form will now be hidden that are not relevant to this integration. If left blank, or if "No" is selected, all fields will display on the form.
6. Validate the 'EVV Admin User ID' field is not required.
7. Validate the 'Send Non EVV Payers' field is displayed.
8. Select the desired value in the 'Send Non EVV Payers' field.
9. Validate the 'Require Authorization' field is displayed.
10. Select the desired value in the 'Require Authorization' field.
11. Validate the 'Require Cancellation Reason' field is displayed.
12. Select the desired value in the 'Require Cancellation Reason' field.
13. Validate the 'Cancelled Appointment Status' field is displayed.
14. Select the desired value in the 'Cancelled Appointment Status' field.
15. Validate the 'Require State Acceptance Before Billing' field is displayed.
16. Select the desired value in the 'Require State Acceptance Before Billing' field.
17. Validate the 'Require Staff Date of Birth' field is displayed with "Yes" as the default value when Mobile CareGiver+ is enabled.
18. Validate the 'Require Staff EVV ID' field is displayed with "Yes" as the default value when Mobile CareGiver+ is enabled.
19. Validate the 'Require Staff Social Security Number' field is displayed with "Yes" as the default value when Mobile CareGiver+ is enabled.
20. Validate he 'Send Staff Social Security Number' field is displayed with "Yes" as the default value when Mobile CareGiver+ is enabled.
21. Select the desired value in the 'Progress Note Form' field.
22. Select the desired value in the 'Save Progress Notes' field.
23. Select the desired value in the 'Site' field.
24. Enter the desired value in the 'Medicaid Provider ID' field.
25. Select the desired value in the 'Provider Address To Be Sent' field.
26. Click [New Row] in the 'Payor Program ID' grid.
27. Select the desired guarantor in the 'Guarantor' field.
28. Enter the desired value in the 'Payer ID' field.
29. Enter the desired value in the 'Payer Program' field.
30. Enter the desired value in the 'Insurance Plan ID' field.
31. Enter the desired value in the 'MCG+ Payer ID' field.
32. Enter the desired value in the 'MCG+ Insurance Plan ID' field.
33. Validate the 'Require Subscriber Policy Number' field is displayed and contains "Yes" and "No" values.
34. Select the desired value in the 'Require Subscriber Policy Number' field.
35. Repeat as needed for additional guarantor(s).
36. Click [New Row] in the 'Progress Note Form Mapping' grid.
37. Select the desired service code in the 'Service Code' field.
38. Select the desired program in the 'Program' field.
39. Select the desired progress note form in the 'Progress Note Form' field.
40. Repeat as needed for additional mappings.
41. Click [Submit].
42. Access the 'CarePOV Management' form.
43. Select the "Electronic Visit Verification" section.
44. Validate all previously filed data is displayed as filed.
45. Close the form.

• 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.

1. Access the 'CarePOV Management' form.
2. Select the "Electronic Visit Verification" section.
3. Validate the 'Require Staff Social Security Number' field is displayed and is set to "Yes" by default when Mobile CareGiver+ is enabled.
4. Validate the 'Send Staff Social Security Number' field is displayed and is set to "Yes" by default when Mobile CareGiver+ is enabled. Please note: this field will be set to "Yes" and disabled whenever "Yes" is selected for 'Require Staff Social Security Number'.
5. Select "No" in the 'Require Staff Social Security Number' field.
6. Select "Yes" in the 'Send Staff Social Security Number' field.
7. Click [Submit].
8. Access the 'Practitioner Enrollment' form.
9. Enter any new value in the 'Select Staff' dialog and click [New Staff].
10. Enter the desired value in the 'Name' field. Please note: this is a required field for Mobile CareGiver+ integration.
11. Do not enter a value in the 'Date Of Birth' field. Please note: this may be required field for Mobile CareGiver+ integration, depending on the configuration in 'CarePOV Management'.
12. Enter the desired date in the 'Registration Date' field.
13. Enter the desired value in the 'Office Address - Zip Code' field.
14. Enter the desired value in the 'Office Telephone (1)' field.
15. Enter the desired value in the 'Cellular Telephone' field. Please note: this is a required field for Mobile CareGiver+ integration.
16. Select the desired value in the 'Sex' field.
17. Enter the desired value in the 'Staff EVV ID' field. Please note: this may be required field for Mobile CareGiver+ integration, depending on the configuration in 'CarePOV Management'.
18. Enter the desired value in the 'Email Address' field. Please note: this is a required field for Mobile CareGiver+ integration.
19. Enter the desired value in the 'Staff EVV Type' field. Please note: this is a required field for Mobile CareGiver+ integration.
20. Select the "Categories/Taxonomy" section.
21. Select "Create New" in the 'Category/Taxonomy' field.
22. Enter the desired date in the 'Effective Date' field.
23. Select the desired value in the 'Practitioner Category' field.
24. Select the desired value(s) in the 'Discipline' field.
25. Select the desired value(s) in the 'Practitioner Categories For Coverage' field.
26. Click [Add Practitioner Categories] and [OK].
27. Click [Submit].
28. Access the 'CareFabric Monitor' form.
29. Enter the current date in the 'From Date' and 'Through Date' fields.
30. Select "EvvResourceUpdated" in the 'Event/Action Search' field.
31. Click [View Activity Log].
32. Validate the 'CareFabric Monitor Report' contains an "EvvResourceUpdated" record since social security number is not required for the staff member.
33. Click [Click To View Record].
34. Validate all previously filed data is displayed.
35. Validate the 'ssn' field contains "null".
36. Close the report and the form.
37. Access the 'Practitioner Information (Confidential)' form.
38. Enter the desired value in the 'Social Security #' field. Please note: this may be required field for Mobile CareGiver+ integration, depending on the configuration in 'CarePOV Management'.
39. Click [Submit].
40. Access the 'CareFabric Monitor' form.
41. Enter the current date in the 'From Date' and 'Through Date' fields.
42. Select "EvvResourceUpdated" in the 'Event/Action Search' field.
43. Click [View Activity Log].
44. Validate the 'CareFabric Monitor Report' contains an "EvvResourceUpdated" record for the new practitioner.
45. Click [Click to View Record].
46. Validate all previously populated data is displayed.
47. Validate the 'ssn' field contains the value filed in the previous steps.
48. Close the report and the form.

• 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.

1. Access the 'CarePOV Management' form.
2. Select the "Electronic Visit Verification" section.
3. Validate the 'Require Staff Social Security Number' field is displayed and is set to "Yes" by default when Mobile CareGiver+ is enabled.
4. Validate the 'Send Staff Social Security Number' field is displayed and is set to "Yes" by default when Mobile CareGiver+ is enabled. Please note: this field will be set to "Yes" and disabled whenever "Yes" is selected for 'Require Staff Social Security Number'.
5. Click [Submit].
6. Access the 'Practitioner Enrollment' form.
7. Enter any new value in the 'Select Staff' dialog and click [New Staff].
8. Enter the desired value in the 'Name' field. Please note: this is a required field for Mobile CareGiver+ integration.
9. Do not enter a value in the 'Date Of Birth' field. Please note: this may be required field for Mobile CareGiver+ integration, depending on the configuration in 'CarePOV Management'.
10. Enter the desired date in the 'Registration Date' field.
11. Enter the desired value in the 'Office Address - Zip Code' field.
12. Enter the desired value in the 'Office Telephone (1)' field.
13. Enter the desired value in the 'Cellular Telephone' field. Please note: this is a required field for Mobile CareGiver+ integration.
14. Select the desired value in the 'Sex' field.
15. Enter the desired value in the 'Staff EVV ID' field. Please note: this may be required field for Mobile CareGiver+ integration, depending on the configuration in 'CarePOV Management'.
16. Enter the desired value in the 'Email Address' field. Please note: this is a required field for Mobile CareGiver+ integration.
17. Enter the desired value in the 'Staff EVV Type' field. Please note: this is a required field for Mobile CareGiver+ integration.
18. Select the "Categories/Taxonomy" section.
19. Select "Create New" in the 'Category/Taxonomy' field.
20. Enter the desired date in the 'Effective Date' field.
21. Select the desired value in the 'Practitioner Category' field.
22. Select the desired value(s) in the 'Discipline' field.
23. Select the desired value(s) in the 'Practitioner Categories For Coverage' field.
24. Click [Add Practitioner Categories] and [OK].
25. Click [Submit].
26. Access the 'CareFabric Monitor' form.
27. Enter the current date in the 'From Date' and 'Through Date' fields.
28. Select "EvvResourceUpdated" in the 'Event/Action Search' field.
29. Click [View Activity Log].
30. Validate the 'CareFabric Monitor Report' does not contain an "EvvResourceUpdated" record since 'Social Security #' is currently a required field for Mobile CareGiver+ integration based on the configuration in 'CarePOV Management'.
31. Close the report and the form.
32. Access the 'Practitioner Information (Confidential)' form.
33. Enter the desired value in the 'Social Security #' field. Please note: this may be required field for Mobile CareGiver+ integration, depending on the configuration in 'CarePOV Management'.
34. Click [Submit].
35. Access the 'CareFabric Monitor' form.
36. Enter the current date in the 'From Date' and 'Through Date' fields.
37. Select "EvvResourceUpdated" in the 'Event/Action Search' field.
38. Click [View Activity Log].
39. Validate the 'CareFabric Monitor Report' contains an "EvvResourceUpdated" record for the new practitioner.
40. Click [Click to View Record].
41. Validate all previously populated data is displayed.
42. Validate the 'ssn' field contains the value filed in the previous steps.
43. Close the report and the form.

• A client must be enrolled in an existing episode (Client A).

1. Select "Client A" and access the 'Update Client Data' form.
2. Enter the desired value in the 'Address - Street' field.
3. Enter the desired value in the 'Apartment or Unit' field.
4. Enter the desired value in the 'Zip Code' field.
5. Enter the desired value in the 'City' field.
6. Select the desired value in the 'State' field.
7. Enter the desired date in the 'Address Start Date' field.
8. Select "No" in the 'Consent On File For Use of Integrated eSignature' field.
9. Populate any other desired fields.
10. Click [Submit].
11. Access the 'CareFabric Monitor' form.
12. Enter the current date in the 'From Date' and 'Through Date' fields.
13. Enter "Client A" in the 'Client ID' field.
14. Click [View Activity Log].
15. Validate the 'CareFabric Monitor Report' contains a "ClientUpdated" record and select it.
16. Click [Click To View Record].
17. Validate the 'addresses' - 'city' field contains the value entered in the previous steps.
18. Validate the 'addresses' - 'fromDate' field contains the 'Address Start Date' entered in the previous steps.
19. Validate the 'addresses' - 'stateCode' field contains the value entered in the previous steps.
20. Validate the 'addresses' - 'street1' field contains the value entered in the previous steps.
21. Validate the 'addresses' - 'street2' field contains the value entered in the previous steps.
22. Validate the 'addresses' - 'zipCode' field contains the value entered in the previous steps.
23. Validate the 'addresses' - 'typeCode' - 'code' field contains "H".
24. Validate the 'addresses' - 'typeCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.67".
25. Validate the 'addresses' - 'typeCode' - 'codeSystemName' field contains "Address".
26. Validate the 'addresses' - 'typeCode' - 'displayName' field contains "Home".
27. Validate the 'isESignatureConsentOnFile' field contains "false".
28. Validate any other filed data is displayed.
29. Navigate back to the 'CareFabric Monitor Report' and select the "ClientDemographicsCreated" record.
30. Click [Click To View Record].
31. Validate the 'addresses' - 'city' field contains the value entered in the previous steps.
32. Validate the 'addresses' - 'fromDate' field contains the 'Address Start Date' entered in the previous steps.
33. Validate the 'addresses' - 'stateCode' field contains the value entered in the previous steps.
34. Validate the 'addresses' - 'street1' field contains the value entered in the previous steps.
35. Validate the 'addresses' - 'street2' field contains the value entered in the previous steps.
36. Validate the 'addresses' - 'zipCode' field contains the value entered in the previous steps.
37. Validate the 'isESignatureConsentOnFile' field contains "false".
38. Close the report and the form.
39. Select "Client A" and access the 'Update Client Data' form.
40. Enter any new value in the 'Address - Street' field.
41. Enter any new value in the 'Apartment or Unit' field.
42. Enter any new value in the 'Zip Code' field.
43. Enter any new value in the 'City' field.
44. Select any new value in the 'State' field.
45. Select "Yes" in the 'Consent On File For Use of Integrated eSignature' field.
46. Click [Submit].
47. Access the 'CareFabric Monitor' form.
48. Enter the current date in the 'From Date' and 'Through Date' fields.
49. Enter "Client A" in the 'Client ID' field.
50. Click [View Activity Log].
51. Validate the 'CareFabric Monitor Report' contains a "ClientUpdated" record and select it.
52. Click [Click To View Record].
53. Validate the 'addresses' - 'city' field contains the new value entered in the previous steps.
54. Validate the 'addresses' - 'stateCode' field contains the new value entered in the previous steps.
55. Validate the 'addresses' - 'street1' field contains the new value entered in the previous steps.
56. Validate the 'addresses' - 'street2' field contains the new value entered in the previous steps.
57. Validate the 'addresses' - 'zipCode' field contains the new value entered in the previous steps.
58. Validate the second 'addresses' - 'city' field contains the old address value.
59. Validate the second 'addresses' - 'stateCode' field contains the old address value.
60. Validate the second 'addresses' - 'street1' field contains the old address value.
61. Validate the second 'addresses' - 'street2' field contains the old address value.
62. Validate the second 'addresses' - 'zipCode' field contains the old address value.
63. Validate the second 'addresses' - 'typeCode' - 'code' field contains "OLD".
64. Validate the second 'addresses' - 'typeCode' - 'displayName' field contains "Old Address".
65. Validate the second 'addresses' - 'typeCode' - isActive' field contains "false".
66. Validate the 'isESignatureConsentOnFile' field contains "true".
67. Navigate back to the 'CareFabric Monitor Report' page.
68. Validate the 'CareFabric Monitor Report' contains a "ClientDemographicsCreated" record and select it.
69. Validate the 'addresses' - 'city' field contains the new value entered in the previous steps.
70. Validate the 'addresses' - 'stateCode' field contains the new value entered in the previous steps.
71. Validate the 'addresses' - 'street1' field contains the new value entered in the previous steps.
72. Validate the 'addresses' - 'street2' field contains the new value entered in the previous steps.
73. Validate the 'addresses' - 'zipCode' field contains the new value entered in the previous steps.
74. Validate the 'isESignatureConsentOnFile' field contains "true".
75. Close the report and the form.

• Please note: this is for Avatar NX systems only.
• Avatar NX must be configured to integrate with myHealthPointe.
• A client is enrolled in an existing episode with the following (Client A):
• 'Date of Birth' on file
• 'Email Address' on file
• Login credentials for myHealthPointe
• The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y".
• Document Routing is enabled on the 'Ambulatory Progress Notes' form and an approver is not required.
• The 'Pending eSignatures' widget must be accessible on the HomeView.

1. Select "Client A" and access the 'Ambulatory Progress Notes' form.
2. Select "Independent Note" in the 'Progress Note For' field.
3. Select the desired value in the 'Note Type' field.
4. Enter the desired value in the 'Notes Field' field.
5. Select "Final" in the 'Draft/Final' field.
6. Click [Submit].
7. Validate a 'Confirm Document' dialog is displayed.
8. Click [Accept and Route].
9. Enter the password for the logged in user in the 'Password' field and click [Verify].
10. Select "Collect eSignature" in the 'Send to myHealthPointe' field.
11. Click [Submit].
12. Navigate to the 'Pending eSignatures' widget.
13. Validate a row is displayed for the eSignature request sent for "Client A".
14. Access Crystal Reports or other SQL Reporting tool.
15. Create a report using the 'DocR.esignature' SQL table.
16. Validate a row is displayed for the eSignature request sent for "Client A".
17. Validate the 'eSignature_status' field contains "Pending".
18. Log in to myHealthPointe for "Client A".
19. Select the "Documents Awaiting Signature" section.
20. Validate the document sent for eSignature is displayed.
21. Click [Sign and Submit].
22. Enter an eSignature in the 'Enter the Signature' field.
23. Click [Sign and Submit].
24. Validate the document is no longer displayed.
25. Navigate to the 'Pending eSignatures' widget.
26. Validate the row is no longer displayed for "Client A".
27. Access Crystal Reports or other SQL Reporting tool.
28. Refresh the report using the 'DocR.esignature' SQL table.
29. Validate the 'eSignature_status' field now contains "Approved".
30. Close the report.
31. Access the 'Clinical Document Viewer' form.
32. Select "Client" in the 'Select Client:' field.
33. Select "Individual" in the 'Select All or Individual Client' field.
34. Select "Client A" in the 'Select Client' field.
35. Click [Process].
36. Validate two document rows are displayed for the client:
37. One 'Document Description' contains "Integrated eSignature request" - this is what was sent to myHealthPointe for eSignature.
38. One 'Document Description' contains "Ambulatory Progress Notes" - this is the progress note document finalized via document routing.
39. Select both documents for viewing and click [View].
40. Validate the "Integrated eSignature request" displays the document with the author's signature and the signature for "Client A" appended to the bottom right corner.
41. Validate the "Ambulatory Progress Notes" finalized document displays the document with the author's signature and the signature for "Client A" appended to the bottom right corner.
42. Click [Close All Documents] and close the form.

• Please note: this is for Avatar NX systems only.
• Avatar NX must be configured to integrate with myHealthPointe.
• A client is enrolled in an existing outpatient episode with the following (Client A):
• 'Date of Birth' on file
• 'Email Address' on file
• Login credentials for myHealthPointe
• The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y".
• Document Routing is enabled on the 'Treatment Plan' form and an approver is not required.

1. Select "Client A" and access the 'Treatment Plan' form.
2. Enter the desired date in the 'Plan Date' field.
3. Enter the desired value in the 'Plan Name' field.
4. Populate all other required and desired fields.
5. Select "Final" in the 'Treatment Plan Status' field.
6. Click [Submit].
7. Validate a 'Confirm Document' dialog is displayed.
8. Click [Accept and Route].
9. Enter the password for the logged in user in the 'Password' field and click [Verify].
10. Select "Document Only" in the 'Send to myHealthPointe' field.
11. Click [Submit].
12. Access the 'Clinical Document Viewer' form.
13. Select "Client" in the 'Select Client:' field.
14. Select "Individual" in the 'Select All or Individual Client' field.
15. Select "Client A" in the 'Select Client' field.
16. Click [Process].
17. Validate two document rows are displayed for the client:
18. One 'Document Description' contains "Document sent for review" - this is what was sent to myHealthPointe for review.
19. One 'Document Description' contains "Treatment Plan" - this is the finalized treatment plan form finalized via document routing.
20. Select both documents for viewing and click [View].
21. Validate the documents display as expected.
22. Click [Close All Documents] and close the form.
23. Log in to myHealthPointe for "Client A".
24. Select the "Documents" section.
25. Validate the document sent via document routing is displayed.
26. Select the document and validate the pdf opens and displays as expected.
27. Close the document.

• Please note: this is for Avatar NX systems only.
• Avatar NX must be configured to integrate with myHealthPointe.
• A client is enrolled in an existing episode with the following (Client A):
• 'Date of Birth' on file
• 'Email Address' on file
• Login credentials for myHealthPointe
• The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y".
• A "Client" entity modeled form must be defined (Form A).
• Document Routing is enabled on "Form A".
• The 'Pending eSignatures' widget must be accessible on the HomeView.

1. Select "Client A" and access "Form A".
2. Populate all required and desired fields.
3. Select "Final" in the 'Treatment Plan Status' field.
4. Click [Submit].
5. Validate a 'Confirm Document' dialog is displayed.
6. Click [Accept and Route].
7. Enter the password for the logged in user in the 'Password' field and click [Verify].
8. Add the staff associated to the logged in user as an approver.
9. Select "Collect eSignature" in the 'Send to myHealthPointe' field.
10. Click [Submit].
11. Navigate to the 'Pending eSignatures' widget.
12. Validate a row is displayed for the eSignature request sent for "Client A".
13. Access Crystal Reports or other SQL Reporting tool.
14. Create a report using the 'DocR.esignature' SQL table.
15. Validate a row is displayed for the eSignature request sent for "Client A".
16. Validate the 'eSignature_status' field contains "Pending".
17. Navigate to the 'My To Do's' widget.
18. Validate a To-Do is not displayed for the document for "Client A" that has a pending eSignature.
19. The To-Do will only be generated after the document has been signed by the client in myHealthPointe.
20. Log in to myHealthPointe for "Client A".
21. Select the "Documents Awaiting Signature" section.
22. Validate the document sent for eSignature is displayed.
23. Click [Sign and Submit].
24. Enter an eSignature in the 'Enter the Signature' field.
25. Click [Sign and Submit].
26. Validate the document is no longer displayed.
27. Navigate to the 'Pending eSignatures' widget.
28. Validate the row is no longer displayed for "Client A".
29. Access Crystal Reports or other SQL Reporting tool.
30. Refresh the report using the 'DocR.esignature' SQL table.
31. Validate the 'eSignature_status' field now contains "Approved".
32. Close the report.
33. Navigate to the 'My To Do's' widget.
34. Validate a To-Do is displayed for "Client A".
35. Click [Review] and [Accept].
36. Validate the 'Document Preview' contains the following electronic signatures appended to the end of the document:
37. Electronically signed by Author
38. Electronically signed by "Client A"
39. Electronically signed by Approver
40. Click [Sign].
41. Enter the password for the logged in user in the 'Password' field and click [Verify].
42. Validate the To-Do is no longer displayed.
43. Click [Close].
44. Access the 'Clinical Document Viewer' form.
45. Select "Client" in the 'Select Client:' field.
46. Select "Individual" in the 'Select All or Individual Client' field.
47. Select "Client A" in the 'Select Client' field.
48. Click [Process].
49. Validate two document rows are displayed for the client:
50. One 'Document Description' contains "Integrated eSignature request" - this is what was sent to myHealthPointe for eSignature.
51. One 'Document Description' contains "Form A" - this is the modeled form finalized via document routing.
52. Select both documents for viewing and click [View].
53. Validate the "Integrated eSignature request" displays the document with the author's signature and the signature for "Client A" appended to the bottom right corner.
54. Validate the "Form A" finalized document displays the document with the author's signature, "Client A" signature, and the approving practitioner signature.
55. Click [Close All Documents] and close the form.

• Please note: this is for Avatar NX systems only.
• Avatar NX must be configured to integrate with myHealthPointe.
• A client is enrolled in an existing episode with the following (Client A):
• 'Date of Birth' on file
• 'Email Address' on file
• Login credentials for myHealthPointe
• The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y".
• User must have access to the 'Send Document' form.
• Document Routing is enabled on the 'Progress Notes (Group and Individual)' form.

1. Access the 'Progress Notes (Group and Individual)' form.
2. Select "Client A" in the 'Select Client' field.
3. Select "Independent Note" in the 'Progress Note For' field.
4. Select the desired value in the 'Note Type' field.
5. Enter the desired value in the 'Notes Field' field.
6. Select "Final" in the 'Draft/Final' field.
7. Click [File Note].
8. Validate a 'Confirm Document' dialog is displayed.
9. Click [Accept].
10. Enter the password for the logged in user in the 'Password' field and click [Verify].
11. Validate a message is displayed stating: Note Filed.
12. Click [OK] and close the form.
13. Access the 'Send Document' form.
14. Select the form type associated to 'Progress Notes (Group and Individual)' in the 'Form Type' field.
15. Select "Client A" in the 'Entity' field.
16. Validate 'Episode Number' field contains "All Episodes".
17. Enter the current date in the 'From Date' and 'To Date' fields.
18. Select the progress note filed in the previous steps in the 'Select Document' field.
19. Click [Display Document].
20. Validate the document displays as filed.
21. Click [Close All Documents and Exit].
22. Validate "Send Document Only" is defaulted in the 'Reason for Sending' field.
23. Once the document has received all approvals, it is considered finalized and may not be sent for eSignature but the document can still be sent for review only.
24. Click [Send Request].
25. Validate a message is displayed stating: Request Sent.
26. Click [OK] and close the form.
27. Access the 'Clinical Document Viewer' form.
28. Select "Client" in the 'Select Client:' field.
29. Select "Individual" in the 'Select All or Individual Client' field.
30. Select "Client A" in the 'Select Client' field.
31. Click [Process].
32. Validate two document rows are displayed for the client:
33. One 'Document Description' contains "Document sent for review" - this is what was sent to myHealthPointe for review.
34. One 'Document Description' contains "Progress Notes (Group and Individual)" - this is the finalized progress note form finalized via document routing.
35. Select both documents for viewing and click [View].
36. Validate the documents display as expected.
37. Click [Close All Documents] and close the form.
38. Log in to myHealthPointe for "Client A".
39. Select the "Documents" section.
40. Validate the document sent via the 'Send Document' form is displayed.
41. Select the document and validate the pdf opens and displays as expected.
42. Close the document.

• Please note: this is for Avatar NX systems only.
• Avatar NX must be configured to integrate with myHealthPointe.
• A client is enrolled in an existing episode with the following (Client A):
• 'Date of Birth' on file
• 'Email Address' on file
• Login credentials for myHealthPointe
• The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y".
• User must have access to the 'Send Document' form.
• Document Routing is enabled on the 'Treatment Plan' form.
• The 'Pending eSignatures' widget must be accessible on the myDay view.

1. Select "Client A" and access the 'Treatment Plan' form.
2. Enter the desired date in the 'Plan Date' field.
3. Select the desired value in the 'Plan Type' field.
4. Populate all other required and desired fields.
5. Select "Final" in the 'Treatment Plan Status' field.
6. Click [Submit].
7. Validate a 'Confirm Document' dialog is displayed.
8. Click [Accept and Route].
9. Enter the password for the logged in user in the 'Password' field and click [Verify].
10. Add the staff associated to the logged in user as an approver.
11. Select "None" in the 'Send to myHealthPointe' field.
12. Click [Submit].
13. Navigate to the 'My To Do's' widget.
14. Validate a To-Do is displayed for "Client A" but do not approve it.
15. Click [Close].
16. Access the 'Send Document' form.
17. Select the form type associated to 'Treatment Plan' in the 'Form Type' field.
18. Select "Client A" in the 'Entity' field.
19. Validate 'Episode Number' field contains "All Episodes".
20. Enter the current date in the 'From Date' and 'To Date' fields.
21. Select the treatment plan filed in the previous steps in the 'Select Document' field.
22. Click [Display Document].
23. Validate the document displays as filed.
24. Click [Close All Documents and Exit].
25. Validate both "Send Document Only" and "Send for eSignature" are enabled in the 'Reason for Sending' field.
26. "Re-send for eSignature" is disabled because the document has not been sent for eSignature yet.
27. Validate "Send for eSignature" is the default value in the 'Reason for Sending' field.
28. Click [Send Request].
29. Validate a message is displayed stating: Request Sent.
30. Click [OK] and close the form.
31. Navigate to the 'Pending eSignatures' widget.
32. Validate a row is displayed for the eSignature request sent for "Client A".
33. Navigate to the 'My To Do's' widget.
34. Validate the To-Do is no longer displayed for "Client A".
35. The To-Do will display after the eSignature has been collected.
36. Click [Close].
37. Log in to myHealthPointe for "Client A".
38. Select the "Documents Awaiting Signature" section.
39. Validate the document sent for eSignature is displayed.
40. Click [Sign and Submit].
41. Enter an eSignature in the 'Enter the Signature' field.
42. Click [Sign and Submit].
43. Validate the document is no longer displayed.
44. Navigate to the 'Pending eSignatures' widget.
45. Validate the row is no longer displayed for "Client A".
46. Navigate to the 'My To Do's' widget.
47. Validate a To-Do is displayed for "Client A".
48. Click [Review] and [Accept].
49. Validate the 'Document Preview' contains the following electronic signatures appended to the end of the document:
50. Electronically signed by Author
51. Electronically signed by "Client A"
52. Electronically signed by Approver
53. Click [Sign].
54. Enter the password for the logged in user in the 'Password' field and click [Verify].
55. Validate the To-Do is no longer displayed.
56. Click [Close].
57. Access the 'Clinical Document Viewer' form.
58. Select "Client" in the 'Select Client:' field.
59. Select "Individual" in the 'Select All or Individual Client' field.
60. Select "Client A" in the 'Select Client' field.
61. Click [Process].
62. Validate two document rows are displayed for the client:
63. One 'Document Description' contains "Integrated eSignature request" - this is what was sent to myHealthPointe for eSignature.
64. One 'Document Description' contains "Treatment Plan" - this is the finalized treatment plan form finalized via document routing.
65. Select both documents for viewing and click [View].
66. Validate the "Integrated eSignature request" displays the document with the author's signature and the signature for "Client A" appended to the bottom right corner.
67. Validate the "Treatment Plan" finalized document displays the document with the author's signature, "Client A" signature, and the approving practitioner signature.
68. Click [Close All Documents] and close the form.

• There must be a referral in 'CareConnect Inbox' with a CCD attached ready to be accepted.

1. Access the 'CareConnect Inbox' application.
2. Navigate to the existing referral and select the CCD section.
3. Click [Manage].
4. Click [Search] to search for a provider.
5. Enter the desired provider name in the 'First Name' and 'Last Name' fields.
6. Click [Search].
7. Select the desired provider and click [Add Provider].
8. Click [Admit New Client].
9. Validate a message is displayed stating: Auto Assign Next ID Number?
10. Click [Yes].
11. Validate the 'Admission (Outpatient)' form is now displayed.
12. Populate all required and desired values.
13. Click [Submit].
14. Access the 'CareFabric Monitor' form.
15. Enter the current date in the 'From Date' and 'Through Date' fields.
16. Enter "Client A" in the 'Client ID' field.
17. Enter "IncomingReferralCreated" in the 'Event/Action Search' field.
18. Click [View Activity Log].
19. Validate the 'CareFabric Monitor Report' contains an "IncomingReferralCreated" record.
20. Click [Click To View Record].
21. Validate the 'clientID' - 'id' field contains the new client ID.
22. Validate the 'clientName' - 'first' field contains the new client first name.
23. Validate the 'clientName' - 'last' field contains the new client last name.
24. Validate the 'incomingReferralID' - 'id' field contains a unique identifier (Ex.1682330382677^^123.456.789.6^ISO)
25. Close the report and the form.

• A client is enrolled in an existing episode (Client A).
• Must have a user modeled form for testing with the following fields (Form A):
• Provider ID - Non Scrolling Free Text field
• Provider Name - Non Scrolling Free Text field
• Provider Type - Single Response Dictionary field
• Email Address - Non Scrolling Free Text field
• "Form A" must be flagged as an assessment in the 'Flag Assessment Forms' form.

1. Access the 'CareFabric Event Attribute Mapping' form.
2. Select "CareTeam" in the 'Associated Event' field.
3. Click [New Row].
4. Select "Form A" in the 'Select' field.
5. Select "Provider ID" in the 'Field' field.
6. Select "ProviderID" in the 'CareFabric Element' field.
7. Click [New Row].
8. Select "Form A" in the 'Select' field.
9. Select "Provider Name" in the 'Field' field.
10. Select "ProviderName" in the 'CareFabric Element' field.
11. Click [New Row].
12. Select "Form A" in the 'Select' field.
13. Select "Provider Type" in the 'Field' field.
14. Select "TypeofProvider" in the 'CareFabric Element' field.
15. Enter the desired value in the 'Non-standard Code System Code' field.
16. Click [New Row].
17. Select "Form A" in the 'Select' field.
18. Select "EmailAddress" in the 'Field' field.
19. Select "DirectMailAddress" in the 'CareFabric Element' field.
20. Click [Submit].
21. Select "Client A" and access "Form A".
22. Enter the desired value in the 'Provider ID' field.
23. Enter the desired value in the 'Provider Name' field.
24. Select the desired value in the 'Provider Type' field.
25. Enter the desired value in the 'Email Address' field.
26. Click [Submit].
27. Access the 'CareFabric Monitor' form.
28. Enter the current date in the 'From Date' and 'Through Date' fields.
29. Enter "Client A" in the 'Client ID' field.
30. Enter "ProgramAdmissionUpdated" in the 'Event/Action Search' field.
31. Click [View Activity Log].
32. Validate the 'CareFabric Monitor Report' contains an "ProgramAdmissionUpdated" record.
33. Click [Click To View Record].
34. Validate the 'careTeam' - 'emailAccounts' - 'address' field contains the 'Email Address' entered in the previous steps.
35. Validate the 'careTeam' - 'name' - 'first' field contains the 'Provider Name' entered in the previous steps.
36. Validate the 'careTeam' - 'name' - 'last' field contains the 'Provider Name' entered in the previous steps.
37. Validate the careTeam' - 'providerID' - 'id' field contains the 'Provider ID' entered in the previous steps.
38. Validate the careTeam- 'roleCode' - 'displayName' field contains the 'Provider Type' entered in the previous steps.
39. Close the report and the form.

• 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 is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate.
• The 'Allow Skipping Duplicate Service Check' registry setting must be set to "N".
• The 'Progress Notes (Group and Individual)' form does not have document routing enabled.
• The 'Progress Notes (Group and Individual)' form must have the 'Service Start Time' and 'Service End Time' fields added via 'Site Specific Section Modeling.
• A user is defined with the following (User A):
• Access to Bells Notes
• Associated practitioner
• 'Progress Notes' widget accessible on the HomeView
• A client is enrolled in an existing episode (Client A).

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. Select the desired service code in the 'Service Code' field.
5. Fill out all other required fields and select the desired note type.
6. Verify the existence of "Client A" in the client header when note is started.
7. Enter "9:00 AM" in the 'Start' field.
8. Enter "9:30 AM" in the 'End' field.
9. Fill out all required fields.
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. Select "Client A" and access the 'Progress Notes' widget.
15. Validate the note filed in the previous steps is displayed with all expected data.
16. Log into Bells Notes with existing login credentials for "User A".
17. Search for "Client A".
18. Click [Start Note] and verify the existence of the 'Session Information' window.
19. Select the service code selected in the previous steps in the 'Service Code' field.
20. Fill out all other required fields and select the desired note type.
21. Verify the existence of "Client A" in the client header when note is started.
22. Enter "9:00 AM" in the 'Start' field.
23. Enter "9:30 AM" in the 'End' field. Note: we are using the same start/end times to create a duplicate service.
24. Fill out all required fields.
25. Click [Sign Note].
26. Validate the Sign Note' dialog is displayed.
27. Enter the pin for "User A" in the 'Pin' field and click [Sign].
28. Validate a message is displayed stating: Note Signed Successfully.'
29. Select "Client A" and access the 'Progress Notes' widget.
30. Validate the duplicate service note filed in the previous steps is displayed with all expected data.
31. Access the 'Client Ledger' form.
32. Select "Client A" in the 'Client ID' field.
33. Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
34. Select "Yes" in the 'Include Zero Charges' field.
35. Click [Process].
36. Validate the client ledger contains the duplicate services for the client.
37. Close the form.