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Avatar CareFabric 2023 Quarterly Release 2023.04 Acceptance Tests

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Update 1 Summary | Details
Avatar CareFabric 2023 is Installed
Scenario 1: Validate Upgrading Avatar CareFabric 2022 to 2023 is successful when 2022.04.00 is loaded
Specific Setup:
  • Latest Monthly Release is installed.
Steps
  1. Open the "Product Updates" form.
  2. Select the appropriate [Namespace] from the Application dropdown list
  3. Click [Select Update/Customization Pack].
  4. Browse to the location for the updates and select the Update 1.
  5. Click [OK] on the "File Upload Complete" window.
  6. Click [Review Update/Customization Pack Contents].
  7. Verify Update 1 is included.
  8. Click [Install Update/Customization Pack].
  9. Click [OK] when the install completes.
  10. Click [Close Form].
Topics
• Upgrade
Update 2 Summary | Details
Avatar CareFabric - support for ProviderConnect Enterprise
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Service Authorization Request
  • Service Authorization
Scenario 1: Service Authorization Request - Validate the 'ServiceAuthorizationRequestCreated' and 'ServiceAuthorizationRequestUpdated' events
Specific Setup:
  • A member must be defined in the 'Member Enrollment' form (Client A).
  • CPT Codes and Revenue Codes must be defined in Avatar MSO.
  • Please note: this scenario is for Avatar Cal-PM systems only.
Steps
  1. Select "Client A" and access the 'Service Authorization Request' form.
  2. Select the desired provider in the 'Provider To Be Authorized' field.
  3. Validate the 'Current Authorization Status' field is set to "Pending".
  4. Select the desired value in the 'Current Authorization Status Reason' field.
  5. Enter the desired date in the 'Begin Date Of Authorization' field.
  6. Enter the desired date in the 'End Date Of Authorization' field.
  7. Select "Individual" in the 'Authorization Grouping or Individual Authorizations' field.
  8. Select "CPT Code" in the 'Procedure Code Type (1)' field.
  9. Enter the desired CPT Code in the 'Code Authorized (1)' field.
  10. Enter the desired value in the 'Requested Units (1)' field.
  11. Select "Revenue Code" in the 'Procedure Code Type (1)' field.
  12. Enter the desired Revenue Code in the 'Code Authorized (1)' field.
  13. Enter the desired value in the 'Requested Units (1)' field.
  14. Select the "Care Manager" section.
  15. Enter the desired care manager in the 'Care Manager Assigned' field.
  16. Enter the desired date in the 'Date Care Manager Assigned' field.
  17. Select the "Comments" section.
  18. Enter the desired value in the 'Comments On Authorization' field.
  19. Click [Submit] and [No] to exit the form.
  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 "ServiceAuthorizationRequestCreated" in the 'Event/Action Search' field.
  24. Click [View Activity Log].
  25. Validate the 'CareFabric Monitor Report' contains the "ServiceAuthorizationRequestCreated" record.
  26. Click [Click to View Record].
  27. Validate the 'assignedCareManagerDate' field contains the date entered in the previous steps.
  28. Validate the 'assignedCareManagerID' - 'id' field contains care manager ID selected in the previous steps.
  29. Validate the 'benefitPlanCode' 'id' field contains the benefit plan ID for the client.
  30. Validate the 'benefitPlanCode' 'displayName' field contains the benefit plan for the client.
  31. Validate the 'clientID' - 'id' field contains the client ID.
  32. Validate the 'comment' field contains the authorization comments entered in the previous steps.
  33. Validate the 'createdDate' field contains the authorization created date.
  34. Validate the 'endDate' field contains the authorization end date entered in the previous steps.
  35. Validate the 'fundingSourceCode' - 'code' field contains the funding source code for the client.
  36. Validate the 'fundingSourceCode' - 'displayName' field contains the funding source for the client.
  37. Validate the 'providerID' - 'id' field contains the provider ID selected.
  38. Validate the 'requestedItems' - 'unit' field contains "CPT".
  39. Validate the 'requestedItems' - 'unitCode' - 'code' field contains the CPT code selected.
  40. Validate the 'requestedItems' - 'unitCode' - 'displayName' field contains the value of the CPT code selected.
  41. Validate the 'requestedItems' - 'value' field contains the amount of requested units.
  42. Validate the second 'requestedUnits' - 'unit' field contains "Revenue".
  43. Validate the second 'requestedUnits' - 'unitCode' - 'code' field contains the revenue code selected.
  44. Validate the second 'requestedUnits' - 'unitCode' - 'displayName' field contains the value of the revenue code selected.
  45. Validate the second 'requestedUnits' - 'value' contains the amount of requested units.
  46. Validate the 'serviceAuthorizationRequestID' - 'id' field contains a unique id for the request (ex. 87||||1).
  47. Validate the 'serviceAuthorizationRequestID' - 'scopeID' field contains the scope being used.
  48. Validate the 'startDate' field contains the authorization start date entered in the previous steps.
  49. Validate the 'statusCode' - 'id' field contains "P".
  50. Validate the 'statusCode' - 'displayName' field contains "Pending".
  51. Close the report and the form.
  52. Select "Client A" and access the 'Service Authorization Request' form.
  53. Select the service authorization request filed in the previous steps and click [Edit].
  54. Enter any new value in the 'Requested Units (1)' field.
  55. Enter any new value in the 'Requested Units (2)' field.
  56. Select the "Comments" section.
  57. Enter any new value in the 'Comments On Authorization' field.
  58. Click [Submit] and [No] to exit the form.
  59. Access the 'CareFabric Monitor' form.
  60. Enter the current date in the 'From Date' and 'Through Date' fields.
  61. Enter "Client A" in the 'Client ID' field.
  62. Enter "ServiceAuthorizationRequestUpdated" in the 'Event/Action Search' field.
  63. Click [View Activity Log].
  64. Validate the 'CareFabric Monitor Report' contains the "ServiceAuthorizationRequestUpdated" record.
  65. Click [Click to View Record].
  66. Validate the 'comments' field contains the new value entered.
  67. Validate the 'requestedItems' - 'value' field contains new requested value.
  68. Validate the second 'requestedItems' - 'value' field contains new requested value.
  69. Validate the 'serviceAuthorizationRequestID' - 'id' field contains a unique id for the request (ex. 87||||1).
  70. Validate the 'serviceAuthorizationRequestID' - 'scopeID' field contains the scope being used.
  71. Close the report and the form.
Scenario 2: Service Authorization - Validate the 'ServiceAuthorizationResponseCreated' and 'ServiceAuthorizationResponseUpdated' events
Specific Setup:
  • A member must be defined in the 'Member Enrollment' form (Client A).
  • CPT Codes and Revenue Codes must be defined in Avatar MSO.
  • Please note: this scenario is for Avatar Cal-PM systems only.
Steps
  1. Select "Client A" and access the 'Service Authorization' form.
  2. Select the desired provider in the 'Provider To Be Authorized' field.
  3. Select "Approved" in the 'Current Authorization Status' field.
  4. Enter the desired date in the 'Begin Date Of Authorization' field.
  5. Enter the desired date in the 'End Date Of Authorization' field.
  6. Select "Individual" in the 'Authorization Grouping or Individual Authorizations' field.
  7. Select "CPT Code" in the 'Procedure Code Type (1)' field.
  8. Enter the desired CPT Code in the 'Code Authorized (1)' field.
  9. Enter the desired value in the 'Requested Units (1)' field.
  10. Enter the desired value in the 'Units Authorized (1)' field.
  11. Select "Revenue Code" in the 'Procedure Code Type (1)' field.
  12. Enter the desired Revenue Code in the 'Code Authorized (1)' field.
  13. Enter the desired value in the 'Requested Units (1)' field.
  14. Enter the desired value in the 'Units Authorized (1)' field.
  15. Select the "Care Manager" section.
  16. Enter the desired care manager in the 'Care Manager Assigned' field.
  17. Enter the desired date in the 'Date Care Manager Assigned' field.
  18. Select the "Comments" section.
  19. Enter the desired value in the 'Comments On Authorization' field.
  20. Click [Submit] and [No] to exit the form.
  21. Access the 'CareFabric Monitor' form.
  22. Enter the current date in the 'From Date' and 'Through Date' fields.
  23. Enter "Client A" in the 'Client ID' field.
  24. Enter "ServiceAuthorizationResponseCreated" in the 'Event/Action Search' field.
  25. Click [View Activity Log].
  26. Validate the 'CareFabric Monitor Report' contains the "ServiceAuthorizationResponseCreated" record.
  27. Click [Click to View Record].
  28. Validate the 'assignedCareManagerDate' field contains the date entered in the previous steps.
  29. Validate the 'assignedCareManagerID' - 'id' field contains care manager ID selected in the previous steps.
  30. Validate the 'benefitPlanCode' 'id' field contains the benefit plan ID for the client.
  31. Validate the 'benefitPlanCode' 'displayName' field contains the benefit plan for the client.
  32. Validate the 'clientID' - 'id' field contains the client ID.
  33. Validate the 'comment' field contains the authorization comments entered in the previous steps.
  34. Validate the 'createdDate' field contains the authorization created date.
  35. Validate the 'endDate' field contains the authorization end date entered in the previous steps.
  36. Validate the 'fundingSourceCode' - 'code' field contains the funding source code for the client.
  37. Validate the 'fundingSourceCode' - 'displayName' field contains the funding source for the client.
  38. Validate the 'providerID' - 'id' field contains the provider ID selected.
  39. Validate the 'requestedItems' - 'unit' field contains "CPT".
  40. Validate the 'requestedItems' - 'unitCode' - 'code' field contains the CPT code selected.
  41. Validate the 'requestedItems' - 'unitCode' - 'displayName' field contains the value of the CPT code selected.
  42. Validate the 'requestedItems' - 'value' field contains the amount of authorized units.
  43. Validate the second 'requestedUnits' - 'unit' field contains "Revenue".
  44. Validate the second 'requestedUnits' - 'unitCode' - 'code' field contains the revenue code selected.
  45. Validate the second 'requestedUnits' - 'unitCode' - 'displayName' field contains the value of the revenue code selected.
  46. Validate the second 'requestedUnits' - 'value' contains the amount of authorized units.
  47. Validate the 'serviceAuthorizationRequestID' - 'id' field contains a unique id for the request (ex. 87||||1).
  48. Validate the 'serviceAuthorizationRequestID' - 'scopeID' field contains the scope being used.
  49. Validate the 'serviceAuthorizationResponseID' - 'id' field contains a unique id for the response (ex. 87||||1).
  50. Validate the 'serviceAuthorizationResponseID' - 'scopeID' field contains the scope being used.
  51. Validate the 'startDate' field contains the authorization start date entered in the previous steps.
  52. Validate the 'statusCode' - 'id' field contains "A".
  53. Validate the 'statusCode' - 'displayName' field contains "Approved".
  54. Close the report and the form.
  55. Select "Client A" and access the 'Service Authorization Request' form.
  56. Select the service authorization request filed in the previous steps and click [Edit].
  57. Select "Denied" in the 'Current Authorization Status' field.
  58. Enter "0" in the 'Units Authorized (1)' field.
  59. Enter "0" in the 'Units Authorized (2)' field.
  60. Select the "Comments" section.
  61. Enter any new value in the 'Comments On Authorization' field.
  62. Click [Submit] and [No] to exit the form.
  63. Access the 'CareFabric Monitor' form.
  64. Enter the current date in the 'From Date' and 'Through Date' fields.
  65. Enter "Client A" in the 'Client ID' field.
  66. Enter "ServiceAuthorizationResponseUpdated" in the 'Event/Action Search' field.
  67. Click [View Activity Log].
  68. Validate the 'CareFabric Monitor Report' contains the "ServiceAuthorizationResponseUpdated" record.
  69. Click [Click to View Record].
  70. Validate the 'comments' field contains the new value entered.
  71. Validate the 'requestedItems' - 'value' field contains "0".
  72. Validate the second 'requestedItems' - 'value' field contains "0".
  73. Validate the 'serviceAuthorizationRequestID' - 'id' field contains a unique id for the request (ex. 87||||1).
  74. Validate the 'serviceAuthorizationRequestID' - 'scopeID' field contains the scope being used.
  75. Validate the 'serviceAuthorizationResponseID' - 'id' field contains a unique id for the response (ex. 87||||1).
  76. Validate the 'serviceAuthorizationResponseID' - 'scopeID' field contains the scope being used.
  77. Validate the 'statusCode' - 'code' field contains "D".
  78. Validate the 'statusCode' - 'displayName' field contains "Denied".
  79. Close the report and the form.
Topics
• Service Authorizations • ProviderConnect Enterprise
Update 3 Summary | Details
CarePOV Management - 'Duplicate Name - Header' alert type
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Lookup/Header Configuration Manager
  • CarePOV Management
  • Orders This Episode
  • Pre-Display Confirmation
Scenario 1: CarePOV Management - Client Alerts - 'Duplicate Name - Header' alert type based on 'Full Name (First and Last)'
Specific Setup:
  • "Bed Board Alerts" should be configured in the 'Client Header' section of the 'Client Lookup/Header Configuration Manager' form.
  • The user has access to the 'Client Information Header' on the HomeView.
  • Two clients are defined with the same first & last name (Client A & Client B).
  • A third client is defined with a different first & last name (Client C).
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the "Client Alerts" section.
  3. Click "Add" in the 'Add or Edit Alert' field.
  4. Select "Duplicate Name - Header" in the 'Alert Type' field.
  5. Validate the 'Base Duplicate Name Alert On' field is now enabled and required.
  6. Select "Full Name (First and Last)" in the 'Base Duplicate Name On' field.
  7. Enter the desired value in the 'Client Alert Description' field.
  8. Select the desired icon in the 'Select Icon' field.
  9. Select "Yes" in the 'Active' field.
  10. Select "Yes" in the 'Include in Client Header' field.
  11. Click [Save].
  12. Validate a message is displayed stating: Saved.
  13. Click [OK] and close the form.
  14. Select "Client A" and navigate to the 'Client Information Header'.
  15. Validate the icon associated to the duplicate name alert added in the previous steps is displayed.
  16. Hover over the icon and validate the 'Client Alert Description' added in the previous steps is displayed.
  17. Select "Client B" and navigate to the 'Client Information Header'.
  18. Validate the icon associated to the duplicate name alert added in the previous steps is displayed.
  19. Hover over the icon and validate the 'Client Alert Description' added in the previous steps is displayed.
  20. Select "Client C" and navigate to the 'Client Information Header'.
  21. Validate the duplicate name alert is not displayed.
Scenario 2: CarePOV Management - Client Alerts - 'Duplicate Name - Header' alert type based on 'First Name, Last Initial'
Specific Setup:
  • "Bed Board Alerts" should be configured in the 'Client Header' section of the 'Client Lookup/Header Configuration Manager' form.
  • The user has access to the 'Client Information Header' on the HomeView.
  • Two clients are defined with the same first name & last initial (Client A & Client B).
  • A third client is defined with a different first name & last initial (Client C).
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the "Client Alerts" section.
  3. Click "Add" in the 'Add or Edit Alert' field.
  4. Select "Duplicate Name - Header" in the 'Alert Type' field.
  5. Validate the 'Base Duplicate Name Alert On' field is now enabled and required.
  6. Select "First Name, Last Initial" in the 'Base Duplicate Name On' field.
  7. Enter the desired value in the 'Client Alert Description' field.
  8. Select the desired icon in the 'Select Icon' field.
  9. Select "Yes" in the 'Active' field.
  10. Select "Yes" in the 'Include in Client Header' field.
  11. Click [Save].
  12. Validate a message is displayed stating: Saved.
  13. Click [OK] and close the form.
  14. Select "Client A" and navigate to the 'Client Information Header'.
  15. Validate the icon associated to the duplicate name alert added in the previous steps is displayed.
  16. Hover over the icon and validate the 'Client Alert Description' added in the previous steps is displayed.
  17. Select "Client B" and navigate to the 'Client Information Header'.
  18. Validate the icon associated to the duplicate name alert added in the previous steps is displayed.
  19. Hover over the icon and validate the 'Client Alert Description' added in the previous steps is displayed.
  20. Select "Client C" and navigate to the 'Client Information Header'.
  21. Validate the duplicate name alert is not displayed.
Scenario 3: CarePOV Management - Client Alerts - 'Duplicate Name - Header' alert type based on 'Last Name & First Initial'
Specific Setup:
  • "Bed Board Alerts" should be configured in the 'Client Header' section of the 'Client Lookup/Header Configuration Manager' form.
  • The user has access to the 'Client Information Header' on the HomeView.
  • Two clients are defined with the same last name & first initial (Client A & Client B).
  • A third client is defined with a different last name & first initial (Client C).
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the "Client Alerts" section.
  3. Click "Add" in the 'Add or Edit Alert' field.
  4. Select "Duplicate Name - Header" in the 'Alert Type' field.
  5. Validate the 'Base Duplicate Name Alert On' field is now enabled and required.
  6. Select "Last Name, First Initial" in the 'Base Duplicate Name On' field.
  7. Enter the desired value in the 'Client Alert Description' field.
  8. Select the desired icon in the 'Select Icon' field.
  9. Select "Yes" in the 'Active' field.
  10. Select "Yes" in the 'Include in Client Header' field.
  11. Click [Save].
  12. Validate a message is displayed stating: Saved.
  13. Click [OK] and close the form.
  14. Select "Client A" and navigate to the 'Client Information Header'.
  15. Validate the icon associated to the duplicate name alert added in the previous steps is displayed.
  16. Hover over the icon and validate the 'Client Alert Description' added in the previous steps is displayed.
  17. Select "Client B" and navigate to the 'Client Information Header'.
  18. Validate the icon associated to the duplicate name alert added in the previous steps is displayed.
  19. Hover over the icon and validate the 'Client Alert Description' added in the previous steps is displayed.
  20. Select "Client C" and navigate to the 'Client Information Header'.
  21. Validate the duplicate name alert is not displayed.
Scenario 4: CarePOV Management - Client Alerts - Field Validations
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the "Client Alerts" section.
  3. Click "Add" in the 'Add or Edit Alert' field.
  4. Validate "Duplicate Name - Header" is displayed in the 'Alert Type' field.
  5. Validate the previous "Duplicate Name" alert has been renamed as "Duplicate Name - BedBoard" in the 'Alert Type' field.
  6. Validate the 'Base Duplicate Name Alert On' field is displayed and initially disabled. This field will become enabled/required when the "Duplicate Name - Header" alert type is selected.
  7. Validate the 'Base Duplicate Name Alert On' field contains the following values: "First Name, Last Initial", "Full Name (First and Last)", and "Last Name, First Initial".
  8. Select "Duplicate Name - Header" in the 'Alert Type' field.
  9. Validate the 'Base Duplicate Name Alert On' field is now enabled and required.
  10. Select the desired value in the 'Base Duplicate Name Alert On' field.
  11. Enter the desired value in the 'Client Alert Description' field.
  12. Select the desired icon in the 'Select Icon' field.
  13. Select "Yes" in the 'Active' field.
  14. Select "Yes" in the 'Include in Client Header' field.
  15. Click [Save].
  16. Validate a message is displayed stating: Saved.
  17. Click [OK].
  18. Select "Edit" in the 'Add or Edit Alert' field.
  19. Select the alert added in the previous steps in the 'Client Alert' field.
  20. Validate all previously filed data is displayed.
  21. Close the form.
Topics
• Client Alerts • CarePOV Management
Update 4 Summary | Details
Avatar CareFabric - 'GetOrganization' SDK action
Scenario 1: Validate the 'GetOrganization' payload
Steps

Internal testing only.
Topics
• CareFabric
Update 5 Summary | Details
Mobile CareGiver+ - Appointment Tasks
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CarePOV Management
  • Scheduling Calendar - Status Update
Scenario 1: Mobile Caregiver+ - Validate the 'EvvAppointmentUpdated' outgoing event for a scheduled appointment
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
  • Extended dictionary data element "(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).
  • Dictionary values must be defined for the 'Other Tabled Files' - '(424) Available Electronic Visit Verification Tasks' Data Element in 'Dictionary Update (PM)'.
  • Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
  • The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
  • "Yes" is selected in the 'Enable Mobile CareGiver+' field.
  • "Yes" is selected in the 'Send Non EVV Payers' field.
  • "No" is selected in the 'Require Authorization' field.
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
  • A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
  • A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in any available time slot for "Practitioner A" and click [Add Appointment].
  3. Select "Service Code A" in the 'Service Code' field.
  4. Select "Client A" in the 'Client' field.
  5. Validate the 'Program' field contains "Program A".
  6. Validate the 'Location' field contains "Location A".
  7. Select the desired value(s) in the 'Available Tasks' field.
  8. Populate all other required and desired fields.
  9. Click [Submit].
  10. Validate the new appointment is displayed.
  11. Click [Dismiss].
  12. Access the 'CareFabric Monitor' form.
  13. Enter the current date in the 'From Date' and 'Through Date' fields.
  14. Select "Client A" in the 'Client ID' field.
  15. Select "EvvAppointmentUpdated" in the 'Event/Action Search' field.
  16. Click [View Activity Log].
  17. Validate the 'CareFabric Monitor Report' contains an "EvvAppointmentUpdated" record.
  18. Click [Click To View Record].
  19. Validate the 'appointmentAuthorization' field contains "null".
  20. Validate the 'appointmentID' - 'id' field contains the appointment ID.
  21. Validate the 'canceledDate' field contains "null".
  22. Validate the 'canceledReasonCode' field contains "null".
  23. Validate the 'providerOrganizationID' - 'id' field contains the 'Provider Organization ID' assigned to "Program A".
  24. Validate the 'clientID' - 'id' field contains the ID for "Client A".
  25. Validate the 'diagnosisCodes' - 'code' field contains the diagnosis code on file for "Client A".
  26. Validate the 'diagnosisCodes' - 'displayName' field contains the diagnosis value on file for "Client A".
  27. Validate the 'endDate' field contains the appointment end date/time.
  28. Validate the 'insPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A".
  29. Validate the 'insPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A".
  30. Validate the 'isEVV' field contains "true".
  31. Validate the 'locationOfService' fields contain "Client A's" home address.
  32. Validate the 'mcgInsPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A".
  33. Validate the 'mcgInsPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A".
  34. Validate the 'services' - 'description' field contains the description for "Service Code A".
  35. Validate the 'services' - 'name' field contains the code for "Service Code A".
  36. Validate the 'services' - 'procedureCode' - 'code' field contains the code for "Procedure A".
  37. Validate the 'services' - 'procedureCode' - 'displayName' field contains the name for "Procedure A".
  38. Validate the 'serviceID' - 'id' field contains the code for "Service Code A".
  39. Validate the 'tasks' - 'taskCode' fields contain the value(s) selected in the 'Available Tasks' field when scheduling the appointment.
  40. Validate the 'startDate' field contains the appointment start date/time.
  41. Validate all other relevant information is displayed for "Client A" and "Practitioner A".
  42. Close the report and the form.
Scenario 2: Mobile Caregiver+ - Validate the 'McgEvvVisitDocumented' incoming event for a completed visit
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A product is defined in the 'CareFabric Integration Management' form for the "MobileCareGiver+" product and "McgEvvAppointmentUpdated" must be selected in the 'Event Types' field.
  • In the 'Code Mappings' section of the 'CareFabric Integration Management' form, must have a "Note Type" mapping for the "MobileCareGiver+" product with "EVV" populated in the 'CareFabric Code' and 'Description' fields. This note type will be used for creating a progress note when the 'McgEvvVisitDocumented' incoming SDK event is received.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
  • Extended dictionary data element "(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.
  • "No" is selected in the 'Require Cancellation Reason' field.
  • "Yes" is selected in the 'Save Progress Notes' form.
  • A progress note form selected in the 'Progress Note Form' and/or other progress note forms defined in the 'Progress Notes Form Mapping' grid. If nothing is defined in the 'Progress Notes Form Mapping' grid, the default progress note selected in the 'Progress Note Form' field will be used.
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
  • The 'Progress Notes' widget must be accessible from the HomeView.
  • A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).
  • A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
  • "Client A" has a visit with "Practitioner A" that has been started in Mobile CareGiver+.
Steps
  1. Complete the visit for "Client A" with "Practitioner A" in the Mobile CareGiver+ application.
  2. Ensure the visit includes completed tasks & notes.
  3. Access the 'Scheduling Calendar' form.
  4. Validate the appointment for "Client A" is displayed at the correct start/end times for the visit.
  5. Validate the appointment for "Client A" is displayed with the posted and finalized note disposition icons.
  6. Click [Dismiss].
  7. Select "Client A" and navigate to the 'Progress Notes' widget.
  8. Validate the progress note created when the visit was completed is displayed with the appropriate data for the visit.
  9. Validate the 'Notes Field' field for the progress note contains the notes entered when completing the visit, followed by a list of the tasks completed during the visit.
  10. Access Crystal Reports or other SQL Reporting tool.
  11. Select the PM namespace.
  12. Create a report using the 'SYSTEM.appt_data' SQL table.
  13. Navigate to the appointment for "Client A".
  14. Validate the 'carefabric_appt_stat_code' field contains "COMP".
  15. Validate the 'carefabric_appt_stat_value' field contains "Completed".
  16. Close the report.
Mobile CareGiver+ - Unscheduled Visits
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Integration Reconciliation
Scenario 1: Mobile Caregiver+ - Validate the 'McgEvvAppointentUpdated' incoming event when the 'Enable 'Admission vs. Service Program' Functionality' registry setting is enabled
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A product is defined in the 'CareFabric Integration Management' form for the "MobileCareGiver+" product and "McgEvvAppointmentUpdated" must be selected in the 'Event Types' field.
  • The 'Enable 'Admission vs. Service Program' Functionality' registry setting is set to "Y".
  • An admission program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • "Program A" must have an associated service program in the 'Associated Service Program' field in the 'Program Maintenance' form (Program B).
  • "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.
  • A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).
  • A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
Steps
  1. Add an unscheduled visit in the Mobile CareGiver+ application with associated tasks for "Client A" with "Practitioner A".
  2. 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.
  3. Access the 'Scheduling Calendar' form.
  4. Validate the appointment for "Client A" with "Practitioner A" that was sent from Mobile CareGiver+ is displayed.
  5. Right click on the appointment and click [Details/Edit].
  6. Validate the appointment details are displayed as expected.
  7. Validate the 'Service Code' field contains "Service Code A".
  8. Validate the 'Client' field contains "Client A".
  9. Validate the 'Episode Number' field contains the episode in "Program A".
  10. Validate the 'Practitioner' field contains "Practitioner A".
  11. Validate the 'Program' field contains "Program B".
  12. Validate the 'Available Tasks' field contains the tasks sent from Mobile CareGiver+.
  13. Close the form and click [Dismiss].
Topics
• Scheduling Calendar • Add New Appointment • CareFabric Monitor • Electronic Visit Verification • Registry Settings
Update 6 Summary | Details
Bells Notes Integration - Document Approver
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Form - document routing - Route Document To
  • HomeView - Progress Notes Widget
  • HomeView - my Clients
Scenario 1: Validate the 'SelectDocumentApprover' SDK action
Steps

Internal testing only.

Bells Notes Integration - Document Routing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Form - document routing - Route Document To
  • HomeView - Progress Notes Widget
  • HomeView - my Clients
Scenario 1: Bells Notes Integration - Validate document routing for progress notes when a supervisor is not required
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form 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 'Progress Notes (Group and Individual)' form must have document routing enabled.
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner (Practitioner A)
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' widget on the HomeView.
  • The 'Activate Program/Location Filter' registry setting is enabled.
  • A program is defined (Program A) with two associated locations (Location A, Location B). "Location A" is the default location for this program.
  • A client is enrolled in "Program A" (Client A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter the desired service code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select the desired value in the 'Episode Number' field.
  6. Validate "Program A" is selected in the 'Program' field.
  7. Select "Location B" in the 'Location' field.
  8. Validate the 'Practitioner' field is populated with "Practitioner A"
  9. Fill out all required fields.
  10. Click [Submit].
  11. Validate successful submission.
  12. Validate the scheduled appointment is added to the 'Scheduling Calendar' form.
  13. Log into Bells Notes with existing login credentials.
  14. Click the 'Agenda' section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar.
  15. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes.
  16. Click [Start Note] and verify the existence of the 'Session Information' window.
  17. Fill out all required fields and select the desired note type.
  18. Validate user is able to start a note successfully.
  19. Verify the existence of "Client A" in the client header when note is started.
  20. Fill out all required fields.
  21. Click [Sign Note].
  22. Validate the Sign Note' dialog is displayed.
  23. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  24. Validate a message is displayed stating: Note Signed Successfully.
  25. Log into myAvatar as [UserA].
  26. Navigate to the "My To Do's" widget.
  27. Locate the To Do just routed and click [Approve Document].
  28. Validate the document is displayed with the progress note data, including the correct location (Location B) and an electronic signature at the bottom for "Practitioner A" as Author.
  29. Click [Accept].
  30. Enter the password for "User A" in the 'Verify Password' dialog and click [OK].
  31. Validate the To-Do is no longer displayed.
Scenario 2: Bells Notes Integration - Validate document routing for progress notes when a supervisor is required
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form 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 'Progress Notes (Group and Individual)' form must have document routing enabled.
  • A user is defined [UserA] with the following:
  • Access to Bells Notes
  • Associated practitioner (Practitioner A)
  • Requires a supervisor's approval for document routing (Practitioner B)
  • Access to the 'My To Do's' widget on the HomeView
  • Must be logged in as this user
  • A user is defined [UserB] with the following:
  • Associated practitioner (Practitioner B)
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' widget on the HomeView
  • The 'Activate Program/Location Filter' registry setting is enabled.
  • A program is defined (Program A) with two associated locations (Location A, Location B). "Location A" is the default location for this program.
  • A client is enrolled in "Program A" (Client A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter the desired service code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select the desired value in the 'Episode Number' field.
  6. Validate "Program A" is selected in the 'Program' field.
  7. Select "Location B" in the 'Location' field.
  8. Validate the 'Practitioner' field is populated with "Practitioner A"
  9. Fill out all required fields.
  10. Click [Submit].
  11. Validate successful submission.
  12. Validate the scheduled appointment is added to the 'Scheduling Calendar' form.
  13. Log into Bells Notes with existing login credentials.
  14. Click the 'Agenda' section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar.
  15. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes.
  16. Click [Start Note] and verify the existence of the 'Session Information' window.
  17. Fill out all required fields and select the desired note type.
  18. Validate user is able to start a note successfully.
  19. Verify the existence of "Client A" in the client header when note is started.
  20. Fill out all required fields.
  21. Click [Sign Note].
  22. Validate the Sign Note' dialog is displayed.
  23. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  24. Validate a message is displayed stating: Note Signed Successfully.
  25. Log into myAvatar as [UserB].
  26. Navigate to the "My To Do's" widget.
  27. Locate the To Do just routed and click [Approve Document].
  28. Validate the document is displayed with the progress note data, including the correct location (Location B) and an electronic signature at the bottom for "Practitioner A" as Author and "Practitioner B" as Supervisor.
  29. Click [Accept].
  30. Enter the password for [UserB] in the 'Verify Password' dialog and click [OK].
  31. Validate the To-Do is no longer displayed.
Scenario 3: Bells Notes Integration - Accept a note via the "Sign" section of the 'My To Do's' widget
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate.
  • 'Progress Notes (Group and Individual)' must have document routing enabled.
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' widget on the HomeView.
  • A client is enrolled in an existing episode (Client A).
  • The 'Warning Message for "Draft" Forms' registry setting is enabled with a value.
Steps
  1. Log into Bells Notes with existing login credentials for "User A".
  2. Search for "Client A".
  3. Click [Start Note] and verify the existence of the 'Session Information' window.
  4. Fill out all required fields and select the desired note type.
  5. Verify the existence of "Client A" in the client header when note is started.
  6. Fill out all required fields.
  7. Click [Sign Note].
  8. Validate the Sign Note' dialog is displayed.
  9. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  10. Validate a message is displayed stating: Note Signed Successfully.
  11. Log into myAvatar as "User A".
  12. Navigate to the "My To Do's" widget.
  13. Select the "Sign" section.
  14. Validate the 'Search Documents' field contains the progress note document sent via Bells Notes for "Client A".
  15. Validate the 'Document' field contains the progress note data.
  16. Click [Accept].
  17. Validate the 'Search Documents' field no longer contains the progress note document for "Client A".
  18. Validate the 'Accepted Documents' field contains the accepted progress note document for "Client A".
  19. Click [Sign All].
  20. Enter the password for "User A" in the 'Verify Password' dialog and click [OK].
  21. Validate the 'Accepted Documents' field no longer contains the progress note document for "Client A".
Scenario 4: Bells Notes Integration - Accept a note via the "All" section of the 'My To Do's' widget
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form 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 'Progress Notes (Group and Individual)' form must have document routing enabled.
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' widget on the HomeView.
  • A client is enrolled in an existing episode (Client A).
  • The 'Warning Message for "Draft" Forms' registry setting is enabled with a value.
Steps
  1. Log into Bells Notes with existing login credentials for "User A".
  2. Search for "Client A".
  3. Click [Start Note] and verify the existence of the 'Session Information' window.
  4. Fill out all required fields and select the desired note type.
  5. Verify the existence of "Client A" in the client header when note is started.
  6. Fill out all required fields.
  7. Click [Sign Note].
  8. Validate the Sign Note' dialog is displayed.
  9. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  10. Validate a message is displayed stating: Note Signed Successfully.
  11. Log into myAvatar as "User A".
  12. Navigate to the "My To Do's" widget.
  13. Select the "All" section.
  14. Validate a To-Do is displayed for the progress note sent via Bells Notes for "Client A".
  15. Click [Approve Document].
  16. Validate the progress note data is displayed.
  17. Click [Accept].
  18. Enter the password for "User A" in the 'Verify Password' field and click [OK].
  19. Validate the To-Do is no longer displayed.
Avatar CareFabric - Service Strategy Codes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Ambulatory Progress Notes (Diagnosis Entry)
Scenario 1: Progress Notes (Group and Individual) - Service Strategy Codes
Specific Setup:
  • The logged in user is associated to a staff member ("Staff Member A").
  • A client is enrolled in an existing episode ("Client A").
  • Document Routing is enabled in the 'Document Routing Setup' form for 'Progress Notes (Group and Individual)' form.
  • "Avatar PM->Services->->->->Enable Evidence Based Practice Fields" registry setting is set to "Y".
  • "Avatar PM ->California Required EDI->CSI->->->Enable MHSA/DIG Data Collection Fields" registry setting is set to "N"
  • Existing Progress Note with 'Evidence-Based Practices / Service Strategies (CSI)' field enabled in 'Site Specific Section Modeling' form: 'Exclude From Data Collection Instrument' field set to "No".
  • One or more service strategy dictionary codes defined in CWS (70680) "Evidence-Based Practices / Service Strategies (CSI)" with selected values.
  • One or more service strategy dictionary codes defined in PM (10560) "Evidence-Based Practices" with selected values.
Steps
  1. Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
  2. Select any value from the 'Select Episode' field.
  3. Select "New Service" from the 'Progress Notes For' field.
  4. Select any value from the 'Note Type' field.
  5. Set the 'Notes Field' to any value.
  6. Set the 'Date Of Service' field to the current date.
  7. Set the 'Service Charge Code' field to any value.
  8. Select the desired value in the 'Evidence Based Practices' field.
  9. Select the desired value in the 'Evidence Based Practices / Service Strategies (CSI)' field.
  10. Complete the required fields with the desired value.
  11. Select "Draft" from the 'Draft/Final' field.
  12. Click [File Note].
  13. Validate a 'Progress Notes message' is displayed stating: "Note Filed".
  14. Click [OK] and close the form.
  15. Select "Client A" and navigate to the "Progress Notes" widget.
  16. Locate the note that was just filed in the previous steps.
  17. Validate the saved strategy service codes are displayed under the "Evidence Based Practices" section.
  18. Validate the saved strategy service codes are displayed under the "Evidence Based Practices / Service Strategies (CSI)" section.
Bells Notes Integration - CPT Code Calculation
Scenario 1: Progress Notes (Group and Individual) - Validate CPT code calculation
Specific Setup:
  • Have two users: [UserA] and [UserB]
  • Both users have the "My To Do's" widget on their home view
  • [UserA] is defined with the following:
  • An associated staff member ("Staff Member A").
  • User with existing client admitted with financial eligibility on file ("Client A").
  • Document Routing is enabled in the 'Document Routing Setup' form for 'Progress Notes (Group and Individual)' form.
  • "Avatar CWS->Progress Notes->Additional Fields->->->Guarantors To Capture Additional Service Info On Progress Notes" registry setting is set to multiple guarantor codes (e.g. 1&2&100)
  • The 'Progress Notes (Group and Individual)' form has a 'Scrolling Free Text' field (CPT Code, Modifiers, Total Units) enabled with a 'Product Custom Logic Definition' for "Capture CPT Code, Modifiers, Total Units For All Rendered Services". This can be done via 'Site Specific Section Modeling'.
  • [UserB] with an associated staff member ("Staff Member B")
Steps
  1. Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
  2. Select any value from the 'Select Episode' field.
  3. Select "New Service" from the 'Progress Notes For' field.
  4. Select any value from the 'Note Type' field.
  5. Set the 'Notes Field' to any value.
  6. Set the 'Date Of Service' field to the current date.
  7. Set the 'Service Charge Code' field to any value.
  8. Complete the required fields with the desired value.
  9. Verify the existence of the 'CPT Code, Modifier, Total Units' field.
  10. Select "Final" in the 'Draft/Final' field.
  11. Click [File Note].
  12. Validate that the 'Confirm Document' dialog is displayed with the progress note data, including an electronic signature at the bottom for "Staff Member A" as the Author.
  13. Validate the "Product Custom Logic" field configured in 'Site Specific Section Modeling' form is displayed with the CPT Code, Modifiers and Total Units in the document.
  14. Click [Accept and Route].
  15. Enter the desired value in the 'Password' field.
  16. Click [OK].
  17. Validate the 'Route Document To' dialog is displayed.
  18. Search for "Staff Member B" in the "Add Approver" field.
  19. Click [Add].
  20. Validate "Staff Member B" is added as an "Approver" and the "Approver" check box is selected.
  21. Click [Submit].
  22. Validate a 'Progress Notes message' is displayed stating: "Note Filed".
  23. Click [OK].
  24. Click [Discard].
  25. Log in as [UserB] and navigate to the "My To Do's" widget.
  26. Validate there is a To-Do for the progress note filed in the previous steps.
  27. Click [Approve Document].
  28. Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Staff Member A" as Author and "Staff Member B" as Final Approver.
  29. Validate the "Product Custom Logic" field configured in 'Site Specific Section Modeling' form is displayed with the CPT Code, Modifiers and Total Units in the document.
  30. Click [Acknowledge].
  31. Enter the password for "User B" in the 'Verify Password' dialog and click [OK].
  32. Validate the To-Do is no longer displayed.
  33. Log in as [UserA] and navigate to the "Progress Notes" widget.
  34. Select "ClientA" in the 'Select Client' field.
  35. Locate the note that was just finalized in the previous steps.
  36. Validate the "Product Custom Logic" field configured in 'Site Specific Section Modeling' form is displayed with the CPT Code, Modifiers and Total Units in the progress note.
  37. Access the 'Clinical Document Viewer' form.
  38. Select "Individual" in the 'Select All or Individual Patient' field.
  39. Select "Client A" in the 'Select Client' field.
  40. Select the desired value in the "Episode" field.
  41. Click [Process].
  42. Select the document that was just finalized from the document list.
  43. Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Practitioner A" as Author and "Practitioner B" as Attending Practitioner.
  44. Validate the "Product Custom Logic" field configured in 'Site Specific Section Modeling' form is displayed with the CPT Code, Modifiers and Total Units in the document.
  45. Click [Close All Documents].
  46. Validate the document is closed.
Topics
• CareFabric • Progress Notes
Update 7 Summary | Details
Flowsheet - Administered Medications
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Flowsheet
Scenario 1: Flowsheet - Validate display of medications in the 'Graph' section
Specific Setup:
  • A client is enrolled in an existing episode (Client A) with the following:
  • Active medications that have been administered via Avatar eMAR with different administration dosage amounts.
Steps
  1. Navigate to the 'Flowsheet' application.
  2. Select "Client A" and navigate to the "Graph" section.
  3. Select the "Meds" sub-section.
  4. Validate the list of active medications for "Client A" are displayed.
  5. Select an administered medication.
  6. Validate the graph displays the appropriate data including:
  7. Recorded administration date/time
  8. Dosage
  9. Units
  10. Validate the graph points are displayed as expected.
Topics
• Active Medications
Update 9 Summary | Details
Orders This Episode - Lab Orders with multiple diagnosis
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
Scenario 1: OE NX - Orders This Episode - Multiple Diagnosis on Lab Orders
Specific Setup:
  • Avatar OE 2023 Update 8, Avatar CareFabric 2023 Update 9, and Avatar NX Release 2023.03.00 are required in order to utilize full functionality.
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Enable Supplemental Diagnoses for Lab Orders in OE Console (Orders This Episode)' registry setting must be set to "Y".
  • A lab-type order code must have an external lab vendor selected in the 'External Lab Definition' portion of the 'Order Code Setup' form. (Complete Blood Count)
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active inpatient episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • "Client A" must have two values filed in the 'Diagnosis' form. (Diagnosis A and Diagnosis B)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Complete Blood Count" in the 'New Order' field.
  3. Validate the 'External Lab Vendor Destination' field contains a value.
  4. Set the 'Duration' field to any value and click [Days].
  5. Validate a [+] is displayed in front of the 'Diagnosis' fields.
  6. Validate the 'Diagnosis' fields are not required.
  7. Click the [+] three times.
  8. Validate two additional 'Diagnoses' rows were added.
  9. Validate that all 'Diagnoses' fields are required.
  10. Select "Diagnosis A" in the 1st 'Diagnosis' selection field.
  11. Search for and select any value in the 1st 'Diagnosis' search field and validate the 1st 'Diagnosis' selection field is cleared.
  12. Select "Diagnosis A" in the 1st 'Diagnosis' selection field and validate the 1st 'Diagnosis' search field is cleared.
  13. Click in the 2nd 'Diagnosis' selection field and validate that "Diagnosis A" is not displayed.
  14. Select "Diagnosis B" in the 2nd 'Diagnosis' selection field.
  15. Search for and select any value in the 3rd 'Diagnosis' search field.
  16. Validate the 4th 'Diagnoses' fields do not contain a value.
  17. Click [Add to Scratchpad].
  18. Validate the order is displayed in the 'Scratchpad' with a red flag in the 'Action' column.
  19. Select the order in the 'Scratchpad' and click the red [x] next to the 4th 'Diagnoses' fields and click [Update Order].
  20. Validate the red flag is no longer displayed and click [Sign].
  21. Validate the 'Order grid' contains the "Complete Blood Count" order.
  22. Select the order in the 'Order grid' and click [Copy].
  23. Validate the 'Diagnoses' fields contain the same values that were selected and that all values appear in the search fields on the right.
  24. Click Refresh.
  25. Select the order in the 'Order grid' and click [Modify].
  26. Validate the 'Diagnoses' fields contain the same values that were selected and that all values appear in the search fields on the right.
  27. Click Refresh.
Topics
• Order Entry Console • NX
Update 10 Summary | Details
Avatar CareFabric - 'ListIntegratedCareVisit' SDK action
Scenario 1: Validate the 'ListIntegratedCareVisit' SDK action
Steps
  • Internal testing only.
Topics
• CareFabric
Update 11 Summary | Details
Avatar CareFabric - BedBoard
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Summary Display
Scenario 1: BedBoard - Field/Data Validations
Specific Setup:
  • The 'BedBoard' POV is configured and accessible on the user's HomeView.
  • A client (Client A) is enrolled in an existing inpatient episode with the following on file: Emergency Contact, Alias, Diagnosis, Financial Eligibility, Allergies, Date of Birth, Race, New Order.
Steps
  1. Access the 'BedBoard' POV.
  2. Select the unit "Client A" is admitted into from the left-hand side.
  3. Validate "Client A" displays under the correct room.
  4. Click on "Client A" to launch the client summary.
  5. Validate the 'Client Name' field contains the first name, last initial, age, gender, and any applicable client alerts.
  6. Validate the 'Attending Physician' field contains the attending physician for "Client A".
  7. Validate the 'Discharge Status' field contains the discharge status for "Client A".
  8. Validate the 'Room Assignment' field contains the room "Client A" is assigned to.
  9. Validate the 'Bed Assignment' field contains the bed "Client A" is assigned to.
  10. Validate the 'Emergency Contact' field contains the emergency contact on file for "Client A".
  11. Validate the 'Alias' field contains the alias on file for "Client A".
  12. Validate the 'Primary Dx' field contains the primary diagnosis on file for "Client A".
  13. Validate the 'Treatment Team' field contains the treatment team for "Client A".
  14. Validate the 'Payor' field contains the guarantor on file in 'Financial Eligibility' for "Client A".
  15. Validate the 'Allergies' field contains the allergy on file for "Client A".
  16. Validate the 'DOB' field contains the date of birth for "Client A".
  17. Validate the 'Admission Date' field contains the admission date for "Client A".
  18. Validate the 'Race' field contains the race on file for "Client A".
  19. Validate the 'Next Med Admin Time' field contains the time of next medication administration for "Client A".
  20. Close the client summary.
Topics
• Bed Board • CareFabric
Update 12 Summary | Details
Avatar CareFabric - support for myHealthPointe
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Widget Definition (PM)
  • View Definition
  • Dynamic Form - Confirm Reload
Scenario 1: Avatar CareFabric - myHealthPointe NIAM Integration
Specific Setup:
  • 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.
Steps
  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.
Topics
• myHealthPointe • Widgets • CareFabric • NX
Update 13 Summary | Details
Avatar CareFabric - Practitioner Credentials
Scenario 1: Validate the 'ListBehavioralHealthEpisode' SDK action
Steps
  • Internal testing only
Scenario 2: Validate the 'GetBehavioralHealthEpisode' SDK action
Steps
  • Internal testing only
Topics
• CareFabric
Update 14 Summary | Details
Avatar CareFabric is enhanced to support the 'Care Record Mapping' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Care Record Mapping
  • Hospital Admission Texas
  • Hospital Discharge Texas
Scenario 1: Validate the "Hospital Admission Texas" option in the 'Care Record Mapping' form
Specific Setup:
  • 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).
Steps
  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.
Scenario 2: Validate the "Hospital Discharge Texas" option in the 'Care Record Mapping' form
Specific Setup:
  • 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).
Steps
  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.
Topics
• Care Record Mapping
Update 15 Summary | Details
Flowsheet - backdated date
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Flowsheet
Scenario 1: Validate the Back Dated flowsheet assessments show correctly for dates mapped using CareFabric Assessment Mappings
Specific Setup:
  1. A Client (Client A) must be active and have episodes.
Steps
  1. Select "Client A" and navigate to the 'Flowsheet' tab.
  2. Click on the 'I&O' link.
  3. Sign 'I&O' for 'Yesterday's Date' and the 'Day before Yesterday's Date'.
  4. Navigate to the 'Yesterday's Date'.
  5. Validate the date is backdated and the system displays the backdated data correctly.
Topics
• CareFabric Assessment Management • CareFabric Assessment Mapping
Update 16 Summary | Details
Avatar CareFabric - 'Diagnosis' data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Discharge
Scenario 1: ProviderConnect Enterprise - Validate the 'PutDiagnosis' and 'PutDiagnosisEntry' actions
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).
  • A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).
Steps
  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.
Scenario 2: ProviderConnect Enterprise - Validate the 'PutDiagnosis' and 'PutDiagnosisEntry' actions when a client has been discharged
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 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).
Steps
  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.
Topics
• Discharge • ProviderConnect Enterprise • Diagnosis • CareFabric
Update 17 Summary | Details
Mobile CareGiver+ - Event/Error Processing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CarePOV Management
Scenario 1: Mobile CareGiver+ - Validate the 'McgEvvClientProcessingStatusUpdated' incoming event
Steps

Internal testing only.

Scenario 2: Mobile CareGiver+ - Validate the 'McgEvvResourceProcessingStatusUpdated' incoming event
Steps

Internal testing only.

Scenario 3: Mobile CareGiver - Validate the 'McgEvvAppointmentProcessingStatusUpdated' incoming event
Steps

Internal testing only.

CarePOV Management - 'Payor Program ID' grid
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CarePOV Management
Scenario 1: CarePOV Management - 'Electronic Visit Verification' section - 'Mobile Caregiver+' integration
Specific Setup:
  • 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.
Steps
  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.
Scenario 2: Mobile CareGiver+ - Validate the 'Require Subscriber Policy Number' setting in 'CarePOV Management'
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A).
  • The 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.
Steps
  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.
CarePOV Management - 'Require Staff Date of Birth' and 'Require Staff EVV ID' fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CarePOV Management
Scenario 1: CarePOV Management - 'Electronic Visit Verification' section - 'Mobile Caregiver+' integration
Specific Setup:
  • 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.
Steps
  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.
Scenario 2: Mobile CareGiver+ - Validate the 'Require Staff Date of Birth' field in 'CarePOV Management'
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A).
  • The 'Enable Mobile CareGiver+' field must be set to "Yes" in the "Electronic Visit Verification" section of the 'CarePOV Management' form with all required fields populated.
Steps
  1. Access the '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.
Scenario 3: Mobile CareGiver+ - Validate the 'Require Staff EVV ID' field in 'CarePOV Management'
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A).
  • The 'Enable Mobile CareGiver+' field must be set to "Yes" in the "Electronic Visit Verification" section of the 'CarePOV Management' form with all required fields populated.
Steps
  1. Access the '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.
Mobile CareGiver+ - 'EvvResourceUpdated' SDK event
Scenario 1: Mobile Caregiver+ - Validate the 'EvvResourceUpdated' event for an active practitioner
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A).
  • The 'Enable Mobile CareGiver+' field must be set to "Yes" in the "Electronic Visit Verification" section of the 'CarePOV Management' form with all required fields populated.
Steps
  1. Access the 'Practitioner Enrollment' form.
  2. Enter any new value in the 'Select Staff' dialog and click [New Staff].
  3. Enter the desired value in the 'Name' field. Please note: this is a required field for Mobile CareGiver+ integration.
  4. Enter the desired date in the 'Date Of Birth' field. Please note: this is a required field for Mobile CareGiver+ integration.
  5. Enter the desired date in the 'Registration Date' field.
  6. Enter the desired value in the 'Office Address - Zip Code' field.
  7. Enter the desired value in the 'Office Telephone (1)' field.
  8. Enter the desired value in the 'Cellular Telephone' field. Please note: this is a required field for Mobile CareGiver+ integration.
  9. Select the desired value in the 'Sex' field.
  10. Enter the desired value in the 'Staff EVV ID' field. Please note: this is a required field for Mobile CareGiver+ integration.
  11. Enter the desired value in the 'Email Address' field. Please note: this is a required field for Mobile CareGiver+ integration.
  12. Enter the desired value in the 'Staff EVV Type' field. Please note: this is a required field for Mobile CareGiver+ integration.
  13. Select the "Categories/Taxonomy" section.
  14. Select "Create New" in the 'Category/Taxonomy' field.
  15. Enter the desired date in the 'Effective Date' field.
  16. Select the desired value in the 'Practitioner Category' field.
  17. Select the desired value(s) in the 'Discipline' field.
  18. Select the desired value(s) in the 'Practitioner Categories For Coverage' field.
  19. Click [Add Practitioner Categories] and [OK].
  20. Click [Submit].
  21. Access the 'Practitioner Information (Confidential)' form.
  22. Enter the desired value in the 'Social Security #' field.
  23. Click [Submit].
  24. Access the 'CareFabric Monitor' form.
  25. Enter the current date in the 'From Date' and 'Through Date' fields.
  26. 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.
Mobile CareGiver+ - 'McgEvvAppointmentUpdated' SDK event
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CarePOV Management
  • Site Registration
  • CareFabric Integration Reconciliation
Scenario 1: Mobile Caregiver+ - Validate the 'McgEvvAppointmentUpdated' incoming event when the 'Site' field is not populated in the 'CarePOV Management' form
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A product is defined in the 'CareFabric Integration Management' form for the "MobileCareGiver+" product and "McgEvvAppointmentUpdated" must be selected in the 'Event Types' field.
  • 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).
Steps
  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].
Scenario 2: Mobile Caregiver+ - Validate the 'McgEvvAppointmentUpdated' incoming event when the 'Site' field is populated in the 'CarePOV Management' form
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A product is defined in the 'CareFabric Integration Management' form for the "MobileCareGiver+" product and "McgEvvAppointmentUpdated" must be selected in the 'Event Types' field.
  • 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).
Steps
  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].
CarePOV Management - 'Require Staff Social Security Number' and 'Send Staff Social Security Number' fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CarePOV Management
Scenario 1: CarePOV Management - 'Electronic Visit Verification' section - 'Mobile Caregiver+' integration
Specific Setup:
  • 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.
Steps
  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.
Scenario 2: Mobile CareGiver+ - Validate 'Require Staff Social Security Number' and 'Send Staff Social Security Number' fields in 'CarePOV Management' when SSN is not required
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A).
  • The 'Enable Mobile CareGiver+' field must be set to "Yes" in the "Electronic Visit Verification" section of the 'CarePOV Management' form with all required fields populated.
Steps
  1. Access the '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.
Scenario 3: Mobile CareGiver+ - Validate 'Require Staff Social Security Number' and 'Send Staff Social Security Number' fields in 'CarePOV Management' when SSN is required
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A).
  • The 'Enable Mobile CareGiver+' field must be set to "Yes" in the "Electronic Visit Verification" section of the 'CarePOV Management' form with all required fields populated.
Steps
  1. Access the '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.
Topics
• Electronic Visit Verification • CarePOV Management
Update 18 Summary | Details
Incoming RehabConnect Documents will be Sorted by Episode
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Documents
Scenario 1: Validate that the PAS is assigned to the current open episode
Specific Setup:
  • Admit message should be received from Meditech
Steps

1.Login to RehabConnect.

2.Open a "Pre-admit patient".

3.Open a PAS document and fill the details.

4.Sign and Close the document.

5.Admit the patient (Admit message should be received from Meditech).

6.Login to myAvatar.

7.Open the patient in myAvatar using the MRN.

8.Click on the 'Documentation' tab from the menu.

9.Select the open episode from the episode section.

10.Verify the PAS displays in the 'RehabConnect Document List'.

11.Click on the view for PAS document.

Scenario 2: Validate the documents for admitted patient
Steps

1.Login to RehabConnect.

2.Open "admitted patient".

3.Open WTC and fill the details.

4.Sign and close the document.

5.Login to myAvatar.

6.Open the patient in myAvatar using MRN.

7.Click on the 'Documentation' tab from menu.

8.Select the "open episode" from the episode section.

9.Verify the WTC is displaying in the 'RehabConnect Document List'.

10.Click on the view for WTC document.

Scenario 3: Validate the document is assigned to the closed episode and not classified as “non-episodic”
Steps

1.Login to RehabConnect.

2.Open the "Discharged patient".

3.Open OTAA and fill the details.

4.Sign and close the document.

5.Login to Avatar

6.Open the patient in myAvatar using the MRN.

7.Click on the 'Documentation' tab from menu.

8.Select the "Closed episode" from the episode section.

9.Verify the OTAA is displaying in the 'RehabConnect Document List'.

10.Click on the view for OTAA document.

11.Enter Clinical Document Viewer in Search Form text box.

12.Open Clinical Document Viewer form.

13.Select Type as "patient".

14.Select the 'Individual' radio button.

15.Enter the MRN number and select patient in select patient box.

16.Select the "Non episodic" in Episode dropdown.

17.Click [Process].

18.Verify the OTAA document is not displayed.

Scenario 4: Validate the document assigned to the closed episode
Specific Setup:
  • Patient should have one closed episode and one active open episode.
Steps

1.Login to RehabConnect.

2.Open the "Discharged patient".

3.Open RNAA and fill the details.

4.Sign and close the document.

5.Login to Avatar

6.Open the patient in myAvatar using MRN.

7.Click on the 'Documentation' tab from menu.

8.Select the "Closed episode" from the episode section.

9.Verify the RNAA is displaying in the 'RehabConnect Document List'.

10.Click on the view for RNAA document.

11.Select the "open episode".

12.RNAA document should not be displayed.

Scenario 5: Validate the updated document assigned to the closed episode
Specific Setup:
  • Patient should have one closed episode and one open episode
Steps

1.Login to RehabConnect.

2.Open a "Discharged patient".

3.Open an existing RNAA document and update the details.

4.Sign and close the document.

5.Login to Avatar.

6.Open the patient in myAvatar using MRN.

7.Click on the 'Documentation' tab from menu.

8.Select the "Closed episode" from the episode section.

9.Verify the updated RNAA is displaying in the 'RehabConnect Document List'.

10.Click on the view for RNAA document.

11.Select the "open episode".

12.RNAA document should not be displayed.
Topics
• Assessment Document
Update 19 Summary | Details
Avatar CareFabric - support for Integrated eSignature functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Ambulatory Progress Notes
  • Treatment Plan
  • Send Document
Scenario 1: Update Client Data - Validate the 'ClientUpdated' and 'ClientDemographicsCreated' events
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  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.
Scenario 2: Integrated eSignature - Progress Notes - Collect eSignature via Document Routing (No Approvers)
Specific Setup:
  • 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.
Steps
  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.
Scenario 3: Integrated eSignature - Treatment Plan - Send Document Only via Document Routing
Specific Setup:
  • 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.
Steps
  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.
Scenario 4: Integrated eSignature - Modeled Form - Collect eSignature via Document Routing (With Approvers)
Specific Setup:
  • 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.
Steps
  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.
Scenario 5: Integrated eSignature - 'Send Document' form - Send Document Only
Specific Setup:
  • 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.
Steps
  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.
Scenario 6: Integrated eSignature - 'Send Document' form - Send for eSignature
Specific Setup:
  • 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.
Steps
  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.
Topics
• CareFabric • Update Client Data • CareFabric Monitor • Integrated eSignature • NX
Update 20 Summary | Details
Flowsheet - Lab Results
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • eMAR widget
  • Flowsheet
  • POC Results Entry
Scenario 1: Flowsheet - Validate lab orders and lab results
Specific Setup:
  • The logged in user must have the following:
  • Access to the 'Order Entry Console'
  • Access to the 'eMAR' widget
  • Access to the 'Flowsheet' POV widget
  • Access to the 'POC Results Entry' form
  • Must have a test definition for "Glucose" in the 'Test Definition' section of the 'POC Results Entry Configuration' form
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and navigate to the 'Order Entry Console'.
  2. Search for and select "Glucose" from the ‘New Order’ field.
  3. Select "2 OR 3 TIMES A DAY" in the 'Frequency’ field
  4. Complete the required fields.
  5. Click [Add to Scratchpad].
  6. Validate the 'Action' cell for the "Glucose" order contains "ADD".
  7. Click [Sign].
  8. Validate the 'Order' field contains the lab order for "Glucose".
  9. Navigate to the 'Flowsheet' POV widget.
  10. Click the "Labs" tab.
  11. Click [Test] and [Refresh].
  12. Verify the existence of the "Glucose" lab order.
  13. Verify a column is created and displayed with the lab order details.
  14. Verify the 'Collected Time' field is displayed with the time when the lab was ordered.
  15. Verify the 'Status' field is displayed as "ORDERED".
  16. Navigate to the 'Order Entry Console'.
  17. Search for and select "Glucose" from the ‘New Order’ field.
  18. Select "3 OR 4 TIMES A DAY" in the 'Frequency’ field
  19. Complete the required fields.
  20. Click [Add to Scratchpad].
  21. Validate the 'Action' cell for the "Glucose" order contains "ADD".
  22. Click [Sign].
  23. Validate the 'Order' field contains a second lab order for "Glucose".
  24. Navigate to the 'Flowsheet' POV widget.
  25. Click the "Labs" tab.
  26. Click [Test] and [Refresh].
  27. Verify a new column is added for the second "Glucose" lab order and is displayed with the lab order details.
  28. Verify the 'Collected Time' field is displayed with the time when the lab was ordered.
  29. Verify the 'Status' field is displayed as "ORDERED" for the second "Glucose" lab order.
  30. Navigate to the 'eMAR' widget.
  31. Click the "Lab Orders" tab.
  32. Validate an order for the second "Glucose" lab order is displayed.
  33. Select a cell under the current date for the second "Glucose" lab order and click [Specimen Collect].
  34. Verify the existence of the "Administration Record - Order Acknowledgement" dialog.
  35. Complete the required fields and click [OK].
  36. Verify the existence of the "Specimen Collection" dialog.
  37. Check the 'Accept specimen collection entered' checkbox and click [OK].
  38. Validate that the first cell under the current date for the second "Glucose" lab order contains the time when the order is collected.
  39. Navigate to the 'Flowsheet' POV widget.
  40. Click the "Labs" tab
  41. Click [Test] and [Refresh].
  42. Navigate to the second "Glucose" lab order.
  43. Verify the 'Collected Time' field is updated to the time when the lab is collected.
  44. Verify the 'Status' field is updated to "COLLECTED".
  45. Navigate to the 'Order Entry Console'.
  46. Search for and select "Glucose" from the ‘New Order’ field.
  47. Select "3 TIMES A DAY" in the 'Frequency’ field
  48. Complete the required fields.
  49. Click [Add to Scratchpad].
  50. Validate the 'Action' cell for the "Glucose" order contains "ADD".
  51. Click [Sign].
  52. Validate the ‘Order grid’ contains a third lab order for "Glucose".
  53. Navigate to the 'Flowsheet' POV widget.
  54. Click the "Labs" tab
  55. Click [Test] and [Refresh].
  56. Verify a new column is added for the third "Glucose" lab order and is displayed with the lab order details.
  57. Verify the 'Collected Time' field is displayed with the time when the lab was ordered.
  58. Verify the 'Status' field is displayed as "ORDERED" for the third "Glucose" lab order.
  59. Navigate to the 'eMAR' widget.
  60. Click the "Lab Orders" tab.
  61. Validate an order for the third "Glucose" lab order is displayed.
  62. Select a cell under the current date for the third "Glucose" lab order and click [Specimen Collect].
  63. Verify the existence of the "Administration Record - Order Acknowledgement" dialog.
  64. Complete the required fields and click [OK].
  65. Verify the existence of the "Specimen Collection" dialog.
  66. Check the 'Accept specimen collection entered' checkbox and click [OK].
  67. Validate that the first cell under the current date for the third "Glucose" lab order contains the time when the order is collected.
  68. Navigate to the 'Flowsheet' POV widget.
  69. Click the "Labs" tab
  70. Click [Test] and [Refresh].
  71. Navigate to the third "Glucose" lab order.
  72. Verify the 'Collected Time' field is updated to the time when the lab is collected.
  73. Verify the 'Status' field is updated to "COLLECTED" for the third "Glucose" lab order.
  74. Access the 'POC Results Entry' form.
  75. Validate that the 'Include Inactive Orders' is defaulted to "No".
  76. Select "Yes" in the 'Include Inactive Orders' field.
  77. Select the third "Glucose" lab order in the 'Order' field.
  78. Validate the 'Collection' field contains the 'Collection Date', ;Collection Time; and the staff who collected the specimen along with the staff member's credentials.
  79. Validate that "Add" is selected by default in the 'Add/Edit/Void' field.
  80. Validate the 'Collecting Staff' field contains the staff member associated to the user who completed the specimen collection along with the staff member's credentials.
  81. Validate the 'Specimen Collection Time' field contains the collection time.
  82. Validate the 'Result Time' field contains the current time.
  83. Verify the existence of the "Glucose" result field.
  84. Populate the "Glucose" result field with the desired value.
  85. Click [File].
  86. Navigate to the 'Flowsheet' POV widget.
  87. Click the "Labs" tab
  88. Click [Test] and [Refresh].
  89. Navigate to the third "Glucose" lab order.
  90. Verify the 'Status' field is updated to "RESULTED".
  91. Verify the "Glucose" result field is displayed with the populated result value from the 'POC Results Entry' form.
  92. Navigate to the 'Order Entry Console'.
  93. Search for and select "Glucose" from the ‘New Order’ field.
  94. Select "AFTER MEALS" in the 'Frequency’ field
  95. Complete the required fields.
  96. Click [Add to Scratchpad].
  97. Validate the 'Action' cell for the "Glucose" order contains "ADD".
  98. Click [Sign].
  99. Validate the ‘Order grid’ contains the last order for "Glucose".
  100. Navigate to the 'Flowsheet' POV widget.
  101. Click the "Labs" tab
  102. Click [Test] and [Refresh].
  103. Verify a new column is added for the last "Glucose" lab order and is displayed with the lab order details.
  104. Verify the 'Collected Time' field is displayed with the time when the lab was ordered.
  105. Verify the 'Status' field is displayed as "ORDERED" for the last "Glucose" lab order.
  106. Verify the previously added lab records for "Glucose" are displayed.
  107. Verify the existence of the first column created for the "Glucose" lab order and verify the lab status is "ORDERED".
  108. Verify the existence of the second column created for the second "Glucose" lab order and verify the lab status is "COLLECTED".
  109. Verify the existence of the third column created for the third "Glucose" lab order and verify the lab status is "RESULTED".
Topics
• CareFabric • Results • Order Entry Console
Update 21 Summary | Details
eMAR - Specimen Collection
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
Scenario 1: Task List - Lab - Lab Orders that do not contain an External Lab Vendor
Specific Setup:
  • A lab-type order code must exist that is not associated with an 'External Lab Vendor' or a 'CPT Code'. (Lab Code A)
  • A client must have an active episode. (Client A)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create an order for "Lab Code A".
  3. Access the 'eMAR' widget and complete a specimen collection for the order created using "Lab Code A".
  4. Validate no rows are displayed in the 'SYSTEM.radplus_transfer_queue' and 'SYSTEM.radplus_transfer_err' tables.
Topics
• Order Entry Console • NX
Update 22 Summary | Details
Avatar CareFabric - SDK events
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Care Connect Inbox
  • CareFabric Event Attribute Mapping
Scenario 1: CareConnect Inbox - Admit a new client
Specific Setup:
  • There must be a referral in 'CareConnect Inbox' with a CCD attached ready to be accepted.
Steps
  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.
Scenario 2: Validate the "CareTeam" event type in the 'CareFabric Event Attribute Mapping' form for a user modeled form
Specific Setup:
  • 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.
Steps
  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.
Topics
• Admission • CareConnect Inbox • CareFabric Event Attribute Mapping
Update 23 Summary | Details
Avatar CareFabric - Save/Retrieve 'Women's Health History'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Women's Health History
Scenario 1: Medical Note - Validate Women's Health History
Specific Setup:
  • A user must be defined as a "Provider" and have the following:
  • Female client enrolled in an existing episode (Client A)
  • The 'Medical Note' widget accessible on the HomeView
  • User with access to the 'Update Client Data' form
  • The 'Vitals Entry' form must be added to the Chart View
  • User has access to the "Registry Settings-PM" form:
  • Avatar PM->Client Information->Women's Health History->->->Require Client's Episode Number = 0 [FACILITY SPECIFIC]
  • Avatar PM->Client Information->Client Demographics->>>Client Demographics - Additional Fields->->->Registry Setting Value = 3&5&7 (5 to include 'Multi-Select Ethnic Origins'; 7: to include 'Multi-Select Race')
  • User with access to MedNote Admin Tool
  • Configuration set on "Pull Women Health History to Note Summary" is enabled in Women's Health History
Steps
  1. Select "Client A" and select 'Medical Note' widget.
  2. Verify the existence of the "Facesheet" tab.
  3. Click [Add Note].
  4. Add a note in an existing episode for the selected client.
  5. Complete the required fields in "Add Note" and click [Save].
  6. Verify the existence of the "Facesheet" tab.
  7. Click the "Women's Health History" menu.
  8. Set the 'LMP' field to the desired value.
  9. Select the desired value in the 'Frequency' dropdown list.
  10. Set the 'LMP Date' to the desired date.
  11. Select the desired value from the 'Premenstrual Symptoms' field.
  12. Set the 'Menopause Age' field to the desired age.
  13. Select the desired value in the 'Menopause' dropdown field.
  14. Set the 'Menopause Onset Age' field to the desired age.
  15. Set the 'Date of Last Mammogram' field to the desired date.
  16. Select the desired result in the 'Last Mammogram Results' field.
  17. Set the 'Last Mammogram Performing Provider/Site' field to the desired provider.
  18. Set the "Date of Last PAP" field to the desired date.
  19. Select the desired result in the 'Last PAP Results' field.
  20. Set the 'Last PAP Performing Provider/Site' field to the desired provider.
  21. Set the 'Pregnancy Start Date' field to the desired date.
  22. Set the 'Pregnancy End Date' to the desired date.
  23. Set the 'Initial Treatment Date (2300-DTP-03)' to the desired date.
  24. Select "No" in the 'Have you ever been pregnant?' field.
  25. Select "Pregnant" in the 'Pregnant Status' field.
  26. Set the 'Expected Due Date' to the desired date.
  27. Select "No" in the 'Have you ever had an ectopic pregnancy?' field.
  28. Select "No" in the "Have you started prenatal care at another facility?" field.
  29. Set the 'Living Children' field to the desired value.
  30. Select "No" in the 'Lactating Status' field.
  31. Set the 'Delivery Date' to the desired date.
  32. Select any value in the 'Delivery Outcome' dropdown field.
  33. Select the desired value from the 'Delivery Method' dropdown field.
  34. Set the 'Birth Weight' to a value of umber of pounds followed by number of ounces. Separated by a single space.
  35. Select the desired race in the 'Race' dropdown field.
  36. Select one or more values from the 'Ethnicity' dropdown field.
  37. Set the 'Para' field to the desired value.
  38. Set the 'Gravida' field to the desired value.
  39. Select the desired value in the 'Abortion(s)' field.
  40. Select "No" in the 'Have you ever had a miscarriage?' field.
  41. Select the desire value in the 'Contraception' field.
  42. Select "No" in the 'Received HPV Vaccine' field.
  43. Select the desired value in the 'Sexually Active' field.
  44. Select the desired value in the 'Have you ever been treated for a sexually transmitted disease?' field.
  45. Set the 'Notes' field to the desired text.
  46. Click [Save].
  47. Validate the newly entered "Women's Health History" record is saved.
  48. Click [Pull to Note] and set the 'Comments' textbox to the desired text.
  49. Click [Save].
  50. Click the "Document" tab and complete the required fields.
  51. Click the "Finalize" tab and generate Progress Note.
  52. Validate that Progress Note textarea property contains the populated value in "Women's Health History".
  53. Click the "Facesheet" tab.
  54. Click the "Women's Health History" menu.
  55. Click the exiting 'Women's Health History' entry created in the previous steps.
  56. Verify that all the populated value are remained displayed in 'Women's Health History' form in Medical Note.
  57. Click the "Finalize" tab and complete all the required fields.
  58. Click [Generate Note].
  59. Click [Signed Off].
  60. Verify Sign Off process completes.
  61. Double click on "Client A" in the 'My Clients' widget.
  62. Validate the 'Chart View' is displayed.
  63. Select "Medical Note" from the left-hand side.
  64. Select the desired episode.
  65. Select the note was just finalized in the previous steps.
  66. Click [View].
  67. Verify the existence of the Progress Note.
  68. Validate that Progress Note textarea property contains the value entered in "Women's Health History" section of Medical Note.
  69. Click [Close All Documents].
  70. Close the Chart.
  71. Access the 'Women's Health History' form.
  72. Select the record filed in the previous steps and click [Edit].
  73. Validate the value entered in "Women's Health History" section of Medical Note is populated in the reflected fields in the form.
  74. Click [Close Form].
Topics
• Women's Health History
Update 24 Summary | Details
CarePOV Management - 'Duplicate Name - Header' Client Alert
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Lookup/Header Configuration Manager
  • CarePOV Management
  • Pre Admit
  • Discharge
Scenario 1: Validate the 'Trigger 'Duplicate Name-Header' Alert on matching client in Pre Admit Episode' registry setting when the client alert is configured based on 'Full Name (First and Last)'
Specific Setup:
  • "Bed Board Alerts" should be configured in the 'Client Header' section of the 'Client Lookup/Header Configuration Manager' form.
  • The user must have access to the 'Client Information Header' on the HomeView.
  • Two clients are defined with the same first & last name (Client A & Client B).
  • "Client A" must be admitted into an admission program.
  • "Client B" must be admitted into a pre-admit program.
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the "Client Alerts" section.
  3. Click "Add" in the 'Add or Edit Alert' field.
  4. Select "Duplicate Name - Header" in the 'Alert Type' field.
  5. Select "Full Name (First and Last)" in the 'Base Duplicate Name On' field.
  6. Enter the desired value in the 'Client Alert Description' field.
  7. Select the desired icon in the 'Select Icon' field.
  8. Select "Yes" in the 'Active' field.
  9. Select "Yes" in the 'Include in Client Header' field.
  10. Click [Save].
  11. Validate a message is displayed stating: Saved.
  12. Click [OK] and close the form.
  13. Access the 'Registry Settings' form.
  14. Enter "Trigger 'Duplicate Name-Header' Alert on matching client in Pre-Admit Episode" in the 'Limit Registry Settings to the Following Search Criteria' field.
  15. Click [View Registry Settings].
  16. Validate the 'Registry Setting' field contains: "Trigger 'Duplicate Name-Header' Alert on matching client in Pre-Admit Episode".
  17. Validate the 'Registry Setting Value' field contains "Y". This is the default value.
  18. Validate the 'Registry Setting Detail' field contains: If setting is set to 'Y' and 'Duplicate Name - Header' alerts are configured in the 'CarePOV Management' form, then a header alert will be triggered if a matching client is found in an active Pre-Admit program. If setting is set to 'N' and 'Duplicate Name - Header' alerts are configured in the 'CarePOV Management' form, then header alerts will not trigger if only an active Pre-Admit program exists.
  19. Click [Submit] and close the form.
  20. Select "Client A" and navigate to the 'Client Information Header'.
  21. Validate the icon associated to the duplicate name alert added in the previous steps is displayed.
  22. Hover over the icon and validate the 'Client Alert Description' added in the previous steps is displayed.
  23. Select "Client B" and navigate to the 'Client Information Header'.
  24. Validate the icon associated to the duplicate name alert added in the previous steps is displayed.
  25. Hover over the icon and validate the 'Client Alert Description' added in the previous steps is displayed.
  26. Access the 'Registry Settings' form.
  27. Enter "Trigger 'Duplicate Name-Header' Alert on matching client in Pre-Admit Episode" in the 'Limit Registry Settings to the Following Search Criteria' field.
  28. Click [View Registry Settings].
  29. Validate the 'Registry Setting' field contains: "Trigger 'Duplicate Name-Header' Alert on matching client in Pre-Admit Episode".
  30. Enter "N" in the 'Registry Setting Value' field.
  31. Click [Submit] and close the form.
  32. Select "Client A" and navigate to the 'Client Information Header'.
  33. Validate the duplicate name alert is no longer displayed since the matching client is admitted in a pre-admit program.
  34. Select "Client B" and navigate to the 'Client Information Header'.
  35. Validate the duplicate name alert is still displayed since the matching client is admitted in a regular admission program.
  36. Select "Client A" and access the 'Discharge' form.
  37. Enter the desired date in the 'Date Of Discharge' field.
  38. Enter the desired time in the 'Discharge Time' field.
  39. Select the desired value in the 'Type Of Discharge' field.
  40. Select the desired value in the 'Discharge Practitioner' field.
  41. Submit the form.
  42. Select "Client B" and navigate to the 'Client Information Header'.
  43. Validate the duplicate name alert is no longer displayed since the matching client has been discharged and is no longer active.
Scenario 2: Validate the 'Trigger 'Duplicate Name-Header' Alert on matching client in Pre Admit Episode' registry setting when the client alert is configured based on 'First Name & Last Initial'
Specific Setup:
  • "Bed Board Alerts" should be configured in the 'Client Header' section of the 'Client Lookup/Header Configuration Manager' form.
  • The user must have access to the 'Client Information Header' on the HomeView.
  • Two clients are defined with the same first name & last initial (Client A & Client B).
  • "Client A" must be admitted into an admission program.
  • "Client B" must be admitted into a pre-admit program.
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the "Client Alerts" section.
  3. Click "Add" in the 'Add or Edit Alert' field.
  4. Select "Duplicate Name - Header" in the 'Alert Type' field.
  5. Select "First Name, Last Initial" in the 'Base Duplicate Name On' field.
  6. Enter the desired value in the 'Client Alert Description' field.
  7. Select the desired icon in the 'Select Icon' field.
  8. Select "Yes" in the 'Active' field.
  9. Select "Yes" in the 'Include in Client Header' field.
  10. Click [Save].
  11. Validate a message is displayed stating: Saved.
  12. Click [OK] and close the form.
  13. Access the 'Registry Settings' form.
  14. Enter "Trigger 'Duplicate Name-Header' Alert on matching client in Pre-Admit Episode" in the 'Limit Registry Settings to the Following Search Criteria' field.
  15. Click [View Registry Settings].
  16. Validate the 'Registry Setting' field contains: "Trigger 'Duplicate Name-Header' Alert on matching client in Pre-Admit Episode".
  17. Validate the 'Registry Setting Value' field contains "Y". This is the default value.
  18. Validate the 'Registry Setting Detail' field contains: If setting is set to 'Y' and 'Duplicate Name - Header' alerts are configured in the 'CarePOV Management' form, then a header alert will be triggered if a matching client is found in an active Pre-Admit program. If setting is set to 'N' and 'Duplicate Name - Header' alerts are configured in the 'CarePOV Management' form, then header alerts will not trigger if only an active Pre-Admit program exists.
  19. Click [Submit] and close the form.
  20. Select "Client A" and navigate to the 'Client Information Header'.
  21. Validate the icon associated to the duplicate name alert added in the previous steps is displayed.
  22. Hover over the icon and validate the 'Client Alert Description' added in the previous steps is displayed.
  23. Select "Client B" and navigate to the 'Client Information Header'.
  24. Validate the icon associated to the duplicate name alert added in the previous steps is displayed.
  25. Hover over the icon and validate the 'Client Alert Description' added in the previous steps is displayed.
  26. Access the 'Registry Settings' form.
  27. Enter "Trigger 'Duplicate Name-Header' Alert on matching client in Pre-Admit Episode" in the 'Limit Registry Settings to the Following Search Criteria' field.
  28. Click [View Registry Settings].
  29. Validate the 'Registry Setting' field contains: "Trigger 'Duplicate Name-Header' Alert on matching client in Pre-Admit Episode".
  30. Enter "N" in the 'Registry Setting Value' field.
  31. Click [Submit] and close the form.
  32. Select "Client A" and navigate to the 'Client Information Header'.
  33. Validate the duplicate name alert is no longer displayed since the matching client is admitted in a pre-admit program.
  34. Select "Client B" and navigate to the 'Client Information Header'.
  35. Validate the duplicate name alert is still displayed since the matching client is admitted in a regular admission program.
  36. Select "Client A" and access the 'Discharge' form.
  37. Enter the desired date in the 'Date Of Discharge' field.
  38. Enter the desired time in the 'Discharge Time' field.
  39. Select the desired value in the 'Type Of Discharge' field.
  40. Select the desired value in the 'Discharge Practitioner' field.
  41. Submit the form.
  42. Select "Client B" and navigate to the 'Client Information Header'.
  43. Validate the duplicate name alert is no longer displayed since the matching client has been discharged and is no longer active.
Scenario 3: Validate the 'Trigger 'Duplicate Name-Header' Alert on matching client in Pre Admit Episode' registry setting when the client alert is configured based on 'Last Name & First Initial'
Specific Setup:
  • "Bed Board Alerts" should be configured in the 'Client Header' section of the 'Client Lookup/Header Configuration Manager' form.
  • The user must have access to the 'Client Information Header' on the HomeView.
  • Two clients are defined with the same last name & first initial (Client A & Client B).
  • "Client A" must be admitted into an admission program.
  • "Client B" must be admitted into a pre-admit program.
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the "Client Alerts" section.
  3. Click "Add" in the 'Add or Edit Alert' field.
  4. Select "Duplicate Name - Header" in the 'Alert Type' field.
  5. Select "Last Name, First Initial" in the 'Base Duplicate Name On' field.
  6. Enter the desired value in the 'Client Alert Description' field.
  7. Select the desired icon in the 'Select Icon' field.
  8. Select "Yes" in the 'Active' field.
  9. Select "Yes" in the 'Include in Client Header' field.
  10. Click [Save].
  11. Validate a message is displayed stating: Saved.
  12. Click [OK] and close the form.
  13. Access the 'Registry Settings' form.
  14. Enter "Trigger 'Duplicate Name-Header' Alert on matching client in Pre-Admit Episode" in the 'Limit Registry Settings to the Following Search Criteria' field.
  15. Click [View Registry Settings].
  16. Validate the 'Registry Setting' field contains: "Trigger 'Duplicate Name-Header' Alert on matching client in Pre-Admit Episode".
  17. Validate the 'Registry Setting Value' field contains "Y". This is the default value.
  18. Validate the 'Registry Setting Detail' field contains: If setting is set to 'Y' and 'Duplicate Name - Header' alerts are configured in the 'CarePOV Management' form, then a header alert will be triggered if a matching client is found in an active Pre-Admit program. If setting is set to 'N' and 'Duplicate Name - Header' alerts are configured in the 'CarePOV Management' form, then header alerts will not trigger if only an active Pre-Admit program exists.
  19. Click [Submit] and close the form.
  20. Select "Client A" and navigate to the 'Client Information Header'.
  21. Validate the icon associated to the duplicate name alert added in the previous steps is displayed.
  22. Hover over the icon and validate the 'Client Alert Description' added in the previous steps is displayed.
  23. Select "Client B" and navigate to the 'Client Information Header'.
  24. Validate the icon associated to the duplicate name alert added in the previous steps is displayed.
  25. Hover over the icon and validate the 'Client Alert Description' added in the previous steps is displayed.
  26. Access the 'Registry Settings' form.
  27. Enter "Trigger 'Duplicate Name-Header' Alert on matching client in Pre-Admit Episode" in the 'Limit Registry Settings to the Following Search Criteria' field.
  28. Click [View Registry Settings].
  29. Validate the 'Registry Setting' field contains: "Trigger 'Duplicate Name-Header' Alert on matching client in Pre-Admit Episode".
  30. Enter "N" in the 'Registry Setting Value' field.
  31. Click [Submit] and close the form.
  32. Select "Client A" and navigate to the 'Client Information Header'.
  33. Validate the duplicate name alert is no longer displayed since the matching client is admitted in a pre-admit program.
  34. Select "Client B" and navigate to the 'Client Information Header'.
  35. Validate the duplicate name alert is still displayed since the matching client is admitted in a regular admission program.
  36. Select "Client A" and access the 'Discharge' form.
  37. Enter the desired date in the 'Date Of Discharge' field.
  38. Enter the desired time in the 'Discharge Time' field.
  39. Select the desired value in the 'Type Of Discharge' field.
  40. Select the desired value in the 'Discharge Practitioner' field.
  41. Submit the form.
  42. Select "Client B" and navigate to the 'Client Information Header'.
  43. Validate the duplicate name alert is no longer displayed since the matching client has been discharged and is no longer active.
Topics
• Client Alerts • CarePOV Management • Client Header
Update 26 Summary | Details
Mobile CareGiver+ - 'EvvClientUpdated' SDK event
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CarePOV Management
Scenario 1: Mobile Caregiver+ - Validate the 'EvvClientUpdated' event when 'Send Non EVV Payers' is set to "Yes"
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A).
  • Must have a guarantor defined in the 'Guarantors/Payors' form that does not have "Medicaid" as a financial class (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.
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
Steps
  1. Access the 'Admission' form.
  2. Enter any new values in the 'Client Search' dialog.
  3. Click [New Client] and [Yes].
  4. Validate the 'Client Name' field contains the value entered in the previous steps. Please note: this is a required field for Mobile CareGiver+ integration.
  5. Select the desired value in the 'Sex' field. Please note: this is a required field for Mobile CareGiver+ integration.
  6. Enter the desired date in the 'Date of Birth' field. Please note: this is a required field for Mobile CareGiver+ integration.
  7. Enter the desired date in the 'Preadmit/Admission Date' field.
  8. Enter the desired time in the 'Preadmit/Admission Time' field.
  9. Select "Program A" in the 'Program' field.
  10. Select the desired value in the 'Type Of Admission' field.
  11. Select the desired practitioner in the 'Admitting Practitioner' field.
  12. Enter the desired value in the 'Social Security Number' field.
  13. Select the "Demographics" section.
  14. Enter the desired value in the 'Address - Street' field. Please note: this is a required field for Mobile CareGiver+ integration.
  15. Enter a zip code +4 in the 'Zipcode' field (ex. 11778-0001). Please note: this is a required field for Mobile CareGiver+ integration.
  16. 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.
  17. Enter the desired value in the 'Home Phone' field.
  18. Enter the desired value in the 'Work Phone' field.
  19. Click [Submit]. Please note: this will be referred to as "Client A" from now on.
  20. Select "Client A" and access the 'Financial Eligibility' form.
  21. Select the "Guarantor Selection" section.
  22. Select "Guarantor A" in the 'Guarantor #' field.
  23. Select "(Non-Contract) Commercial" in the 'Guarantor Plan' field.
  24. Select "No" in the 'Customize Guarantor Plan' field.
  25. Select "Yes" in the 'Eligibility Verified' field.
  26. Enter the desired date in the 'Coverage Effective Date' field.
  27. Select "Self" in the 'Client's Relationship to Subscriber' field.
  28. Select "Yes" in the 'Subscriber Assignment Of Benefits' field.
  29. Enter the desired value in the 'Subscriber Policy #' field.
  30. Enter the desired value in the 'Subscriber Medicaid #' field.
  31. Select the desired value in the 'Subscriber Release Of Info' field.
  32. Select the "Financial Eligibility" section.
  33. Select "Guarantor A" in the 'Guarantor #1' field. Please note: this is a required field for Mobile CareGiver+ integration.
  34. Click [Submit].
  35. Access the 'CareFabric Monitor' form.
  36. Enter the current date in the 'From Date' and 'Through Date' fields.
  37. Select "Client A" in the 'Client ID' field.
  38. Select "EvvClientUpdated" in the 'Event/Action Search' field.
  39. Click [View Activity Log].
  40. Validate the 'CareFabric Monitor Report' contains an "EvvClientUpdated" record for "Client A".
  41. Click [Click to View Record].
  42. Validate the 'addresses' - 'addressID' - 'id' field contains "Client A's" PATID with an H on the end, indicating "Home".
  43. Validate the 'addresses' - 'city' field contains the city "Client A" lives in.
  44. Validate the 'addresses' - 'stateCode' field contains the state "Client A" lives in.
  45. Validate the 'addresses' - 'typeCode' - 'code' field contains "12". This code indicates "Home" for Mobile CareGiver+.
  46. Validate the 'addresses' - 'zipCode' field contains the zip code "Client A" lives in.
  47. Validate the 'addresses' - 'zipCodePlus4Code' field contains the +4 code for the zip code for "Client A".
  48. Validate the birthDate' field contains "Client A's" birth date.
  49. Validate the 'clientGenderCode' - 'code' field contains "Client A's" gender (ex. F).
  50. Validate the 'clientGenderCode' - 'displayName' field contains "Client A's" gender (ex. Female).
  51. Validate the 'clientID' - 'id' field contains "Client A's" PATID.
  52. Validate the 'clientOrg' field contains the facility being used.
  53. Validate the 'insPlans' - 'effectiveStartDate' field contains the 'Coverage Effective Date' entered in the previous steps.
  54. Validate the 'insPlans' - 'insPayerID' - 'humanReadableValue' field contains "Guarantor A".
  55. Validate the 'insPlans' - 'insPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  56. Validate the 'insPlans' - 'insPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  57. Validate the 'insPlans' - 'mcgInsPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  58. Validate the 'insPlans' - 'mcgInsPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  59. Validate the 'policyID' field contains the 'Subscriber Policy #' entered in the previous steps.
  60. Validate the 'medicaidID' field contains the 'Subscriber Medicaid #' entered in the previous steps.
  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.
Scenario 2: Mobile Caregiver+ - Validate the 'EvvClientUpdated' event when 'Send Non EVV Payers' is set to "No"
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A).
  • Must have at least two guarantors defined in the 'Guarantors/Payors' form. One does not have a "Medicaid" financial class (Guarantor A) and one must have a "Medicaid" financial class (Guarantor B).
  • 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.
  • "No" is selected in the 'Send Non EVV Payers' field.
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
  • "Guarantor B" has a row with all fields populated in the 'Payor Program ID' grid.
Steps
  1. Access the 'Admission' form.
  2. Enter any new values in the 'Client Search' dialog.
  3. Click [New Client] and [Yes].
  4. Validate the 'Client Name' field contains the value entered in the previous steps. Please note: this is a required field for Mobile CareGiver+ integration.
  5. Select the desired value in the 'Sex' field. Please note: this is a required field for Mobile CareGiver+ integration.
  6. Enter the desired date in the 'Date of Birth' field. Please note: this is a required field for Mobile CareGiver+ integration.
  7. Enter the desired date in the 'Preadmit/Admission Date' field.
  8. Enter the desired time in the 'Preadmit/Admission Time' field.
  9. Select "Program A" in the 'Program' field.
  10. Select the desired value in the 'Type Of Admission' field.
  11. Select the desired practitioner in the 'Admitting Practitioner' field.
  12. Enter the desired value in the 'Social Security Number' field.
  13. Select the "Demographics" section.
  14. Enter the desired value in the 'Address - Street' field. Please note: this is a required field for Mobile CareGiver+ integration.
  15. Enter a zip code +4 in the 'Zipcode' field (ex. 11778-0001). Please note: this is a required field for Mobile CareGiver+ integration.
  16. 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.
  17. Enter the desired value in the 'Home Phone' field.
  18. Enter the desired value in the 'Work Phone' field.
  19. Click [Submit]. Please note: this will be referred to as "Client A" from now on.
  20. Select "Client A" and access the 'Financial Eligibility' form.
  21. Select the "Guarantor Selection" section.
  22. Select "Guarantor A" in the 'Guarantor #' field.
  23. Select "(Non-Contract) Commercial" in the 'Guarantor Plan' field.
  24. Select "No" in the 'Customize Guarantor Plan' field.
  25. Select "Yes" in the 'Eligibility Verified' field.
  26. Enter the desired date in the 'Coverage Effective Date' field.
  27. Select "Self" in the 'Client's Relationship to Subscriber' field.
  28. Select "Yes" in the 'Subscriber Assignment Of Benefits' field.
  29. Enter the desired value in the 'Subscriber Policy #' field.
  30. Enter the desired value in the 'Subscriber Medicaid #' field.
  31. Select the desired value in the 'Subscriber Release Of Info' field.
  32. Select the "Financial Eligibility" section.
  33. Select "Guarantor A" in the 'Guarantor #1' field.
  34. Click [Submit].
  35. Access the 'CareFabric Monitor' form.
  36. Enter the current date in the 'From Date' and 'Through Date' fields.
  37. Select "Client A" in the 'Client ID' field.
  38. Select "EvvClientUpdated" in the 'Event/Action Search' field.
  39. Click [View Activity Log].
  40. Validate the 'CareFabric Monitor Report' does not contain an "EvvClientUpdated" record for "Client A".
  41. Close the report and the form.
  42. Select "Client A" and access the 'Financial Eligibility' form.
  43. Select the "Guarantor Selection" section.
  44. Click [Add New Row].
  45. Select "Guarantor B" in the 'Guarantor #' field.
  46. Select "(Non-Contract) Commercial" in the 'Guarantor Plan' field.
  47. Select "No" in the 'Customize Guarantor Plan' field.
  48. Select "Yes" in the 'Eligibility Verified' field.
  49. Enter the desired date in the 'Coverage Effective Date' field.
  50. Select "Self" in the 'Client's Relationship to Subscriber' field.
  51. Select "Yes" in the 'Subscriber Assignment Of Benefits' field.
  52. Enter the desired value in the 'Subscriber Policy #' field.
  53. Enter the desired value in the 'Subscriber Medicaid #' field.
  54. Select the desired value in the 'Subscriber Release Of Info' field.
  55. Select the "Financial Eligibility" section.
  56. Select "Guarantor A" in the 'Guarantor #1' field.
  57. Select "Guarantor B" in the 'Guarantor #2' field. Please note: this is a required field for Mobile CareGiver+ integration.
  58. Click [Submit].
  59. Access the 'CareFabric Monitor' form.
  60. Enter the current date in the 'From Date' and 'Through Date' fields.
  61. Select "Client A" in the 'Client ID' field.
  62. Select "EvvClientUpdated" in the 'Event/Action Search' field.
  63. Click [View Activity Log].
  64. Validate the 'CareFabric Monitor Report' contains an "EvvClientUpdated" record for "Client A".
  65. Click [Click to View Record].
  66. Validate the 'addresses' - 'addressID' - 'id' field contains "Client A's" PATID with an H on the end, indicating"Home".
  67. Validate the 'addresses' - 'city' field contains the city "Client A" lives in.
  68. Validate the 'addresses' - 'stateCode' field contains the state "Client A" lives in.
  69. Validate the 'addresses' - 'typeCode' - 'code' field contains "12". This indicates "Home" for Mobile CareGiver+.
  70. Validate the 'addresses' - 'zipCode' field contains the zip code "Client A" lives in.
  71. Validate the 'addresses' - 'zipCodePlus4Code' field contains the +4 code for the zip code for "Client A".
  72. Validate the birthDate' field contains "Client A's" birth date.
  73. Validate the 'clientGenderCode' - 'code' field contains "Client A's" gender (ex. F).
  74. Validate the 'clientGenderCode' - 'displayName' field contains "Client A's" gender (ex. Female).
  75. Validate the 'clientID' - 'id' field contains "Client A's" PATID.
  76. Validate the 'clientOrg' field contains the facility being used.
  77. Validate the 'insPlans' - 'effectiveStartDate' field contains the 'Coverage Effective Date' entered in the previous steps.
  78. Validate the 'insPlans' - 'insPayerID' - 'humanReadableValue' field contains "Guarantor B".
  79. Validate the 'insPlans' - 'insPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  80. Validate the 'insPlans' - 'insPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  81. Validate the 'insPlans' - 'mcgInsPayerID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  82. Validate the 'insPlans' - 'mcgInsPlanID' - 'id' field contains the ID entered in the 'Payor Program ID' grid in 'CarePOV Management'.
  83. Validate the 'policyID' field contains the 'Subscriber Policy #' entered in the previous steps.
  84. Validate the 'medicaidID' field contains the 'Subscriber Medicaid #' entered in the previous steps.
  85. Validate the 'name' - 'first' field contains "Client A's" first name.
  86. Validate the 'name' - 'last' field contains "Client A's" last name.
  87. Validate the 'phoneNumbers' - 'number' field contains "Client A's" phone number
  88. 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).
  89. Validate the 'phoneNumbers' - 'typeCode' - 'code' field contains the type of phone number (ex. Cell or Home).
  90. Validate both the 'Home Phone' & 'Cell Phone' numbers are displayed
  91. Validate the 'Work Phone' number is not displayed. This is not used for Mobile CareGiver+ integration.
  92. Validate the 'providerOrganizationID' - 'humanReadableValue' field contains the program code for "Program A".
  93. Validate the 'providerOrganizationID' - 'id' field contains the 'EVV Provider Organization ID' for "Program A".
  94. Close the report and the form.
Mobile CareGiver+ - 'McgEvvVisitDocumented' SDK event
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CarePOV Management
Scenario 1: Mobile Caregiver+ - Validate the 'McgEvvVisitDocumented' incoming event for a completed visit
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A product is defined in the 'CareFabric Integration Management' form for the "MobileCareGiver+" product and "McgEvvAppointmentUpdated" must be selected in the 'Event Types' field.
  • In the 'Code Mappings' section of the 'CareFabric Integration Management' form, must have a "Note Type" mapping for the "MobileCareGiver+" product with "EVV" populated in the 'CareFabric Code' and 'Description' fields. This note type will be used for creating a progress note when the 'McgEvvVisitDocumented' incoming SDK event is received.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
  • Extended dictionary data element "(587) Place Of Service (Mobile CareGiver+)" set to "Home" (unless an alternate address is being used).
  • If the above dictionary data element is not defined, then the extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" will be used and must be set to "Home". If this dictionary data element is not defined, then "(578) Place Of Service (HCFA 24-B)" will be used and must be set to "Home".
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
  • Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
  • The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
  • "Yes" is selected in the 'Enable Mobile CareGiver+' field.
  • "Yes" is selected in the 'Send Non EVV Payers' field.
  • "No" is selected in the 'Require Authorization' field.
  • "No" is selected in the 'Require Cancellation Reason' field.
  • "Yes" is selected in the 'Save Progress Notes' form.
  • A progress note form selected in the 'Progress Note Form' and/or other progress note forms defined in the 'Progress Notes Form Mapping' grid. If nothing is defined in the 'Progress Notes Form Mapping' grid, the default progress note selected in the 'Progress Note Form' field will be used. The following registry settings must be configured for the progress note form:
  • 'Attach Selected Appointment To Notes On Draft' registry setting is set to "1" or "2"
  • 'Post Appointment When the Note Is Submitted' registry setting is set to "Y"
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
  • The 'Progress Notes' widget must be accessible from the HomeView.
  • A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).
  • A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
  • "Client A" has a visit with "Practitioner A" that has been started in Mobile CareGiver+.
Steps
  1. Complete the visit for "Client A" with "Practitioner A" in the Mobile CareGiver+ application.
  2. Ensure the visit includes service notes, visit notes, and completed tasks.
  3. Access the 'Scheduling Calendar' form.
  4. Validate the appointment for "Client A" is displayed at the correct start/end times for the visit.
  5. Validate the appointment for "Client A" is displayed with the draft note disposition icon (if configured in 'Set System Defaults').
  6. Click [Dismiss].
  7. Select "Client A" and navigate to the 'Progress Notes' widget.
  8. Validate the draft progress note created when the visit was completed is displayed with the appropriate data for the visit.
  9. Validate the 'Notes Field' field for the progress note contains the service and visit notes entered when completing the visit, followed by a list of the tasks completed during the visit.
  10. Access Crystal Reports or other SQL Reporting tool.
  11. Select the PM namespace.
  12. Create a report using the 'SYSTEM.appt_data' SQL table.
  13. Navigate to the appointment for "Client A".
  14. Validate the 'carefabric_appt_stat_code' field contains "COMP".
  15. Validate the 'carefabric_appt_stat_value' field contains "Completed".
  16. Close the report.
  17. In the Mobile CareGiver+ application, access the Work List.
  18. Update the 'Billable Service Start' and 'Billable Service End' times.
  19. Update the 'Procedure Code'.
  20. Release the visit.
  21. Access the 'Scheduling Calendar' form.
  22. Validate the appointment for "Client A" is displayed at the updated start/end times for the visit.
  23. Validate the appointment for "Client A" is still displayed with the draft note disposition icon.
  24. Right click the appointment and click [View Summary].
  25. Validate the updated start/end times and service code is displayed.
  26. Click [Cancel] and [Dismiss].
  27. Select "Client A" and navigate to the 'Progress Notes' widget.
  28. Validate the draft progress note displays the updated start/end times and service code for the visit.
  29. Once the visit is accepted and received by myAvatar, the following will happen:
  30. Appointment will be posted, charge will be visible in the 'Client Ledger'
  31. Progress note associated to the visit will be finalized.
Mobile CareGiver+ - Service Creation
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CarePOV Management
Scenario 1: Mobile Caregiver+ - Validate the 'McgEvvVisitDocumented' incoming event for a completed visit
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A product is defined in the 'CareFabric Integration Management' form for the "MobileCareGiver+" product and "McgEvvAppointmentUpdated" must be selected in the 'Event Types' field.
  • In the 'Code Mappings' section of the 'CareFabric Integration Management' form, must have a "Note Type" mapping for the "MobileCareGiver+" product with "EVV" populated in the 'CareFabric Code' and 'Description' fields. This note type will be used for creating a progress note when the 'McgEvvVisitDocumented' incoming SDK event is received.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
  • Extended dictionary data element "(587) Place Of Service (Mobile CareGiver+)" set to "Home" (unless an alternate address is being used).
  • If the above dictionary data element is not defined, then the extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" will be used and must be set to "Home". If this dictionary data element is not defined, then "(578) Place Of Service (HCFA 24-B)" will be used and must be set to "Home".
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
  • Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
  • The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
  • "Yes" is selected in the 'Enable Mobile CareGiver+' field.
  • "Yes" is selected in the 'Send Non EVV Payers' field.
  • "No" is selected in the 'Require Authorization' field.
  • "No" is selected in the 'Require Cancellation Reason' field.
  • "Yes" is selected in the 'Save Progress Notes' form.
  • A progress note form selected in the 'Progress Note Form' and/or other progress note forms defined in the 'Progress Notes Form Mapping' grid. If nothing is defined in the 'Progress Notes Form Mapping' grid, the default progress note selected in the 'Progress Note Form' field will be used. The following registry settings must be configured for the progress note form:
  • 'Attach Selected Appointment To Notes On Draft' registry setting is set to "1" or "2"
  • 'Post Appointment When the Note Is Submitted' registry setting is set to "Y"
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
  • The 'Progress Notes' widget must be accessible from the HomeView.
  • A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).
  • A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
  • "Client A" has a visit with "Practitioner A" that has been started in Mobile CareGiver+.
Steps
  1. Complete the visit for "Client A" with "Practitioner A" in the Mobile CareGiver+ application.
  2. Ensure the visit includes service notes, visit notes, and completed tasks.
  3. Access the 'Scheduling Calendar' form.
  4. Validate the appointment for "Client A" is displayed at the correct start/end times for the visit.
  5. Validate the appointment for "Client A" is displayed with the draft note disposition icon (if configured in 'Set System Defaults').
  6. Click [Dismiss].
  7. Select "Client A" and navigate to the 'Progress Notes' widget.
  8. Validate the draft progress note created when the visit was completed is displayed with the appropriate data for the visit.
  9. Validate the 'Notes Field' field for the progress note contains the service and visit notes entered when completing the visit, followed by a list of the tasks completed during the visit.
  10. Access Crystal Reports or other SQL Reporting tool.
  11. Select the PM namespace.
  12. Create a report using the 'SYSTEM.appt_data' SQL table.
  13. Navigate to the appointment for "Client A".
  14. Validate the 'carefabric_appt_stat_code' field contains "COMP".
  15. Validate the 'carefabric_appt_stat_value' field contains "Completed".
  16. Close the report.
  17. In the Mobile CareGiver+ application, access the Work List.
  18. Update the 'Billable Service Start' and 'Billable Service End' times.
  19. Update the 'Procedure Code'.
  20. Release the visit.
  21. Access the 'Scheduling Calendar' form.
  22. Validate the appointment for "Client A" is displayed at the updated start/end times for the visit.
  23. Validate the appointment for "Client A" is still displayed with the draft note disposition icon.
  24. Right click the appointment and click [View Summary].
  25. Validate the updated start/end times and service code is displayed.
  26. Click [Cancel] and [Dismiss].
  27. Select "Client A" and navigate to the 'Progress Notes' widget.
  28. Validate the draft progress note displays the updated start/end times and service code for the visit.
  29. Once the visit is accepted and received by myAvatar, the following will happen:
  30. Appointment will be posted, charge will be visible in the 'Client Ledger'
  31. Progress note associated to the visit will be finalized.
Mobile CareGiver+ - 'EvvAppointmentUpdated' SDK event
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CarePOV Management
  • Scheduling Calendar - Status Update
  • Dictionary Update (PM)
  • Client Alternate Addresses
  • Appointment Management
Scenario 1: Mobile CareGiver+ - Scheduling Calendar - Validate 'Client Alternate Addresses' functionality
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
  • Extended dictionary data element "(587) Place Of Service (Mobile CareGiver+)"
  • If the above dictionary data element is not defined, then the extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" will be used and must be set to "Home". If this dictionary data element is not defined, then "(578) Place Of Service (HCFA 24-B)" will be used and must be set to "Home".
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
  • Dictionary values must be defined for the 'Other Tabled Files' - '(424) Available Electronic Visit Verification Tasks' Data Element in 'Dictionary Update (PM)'.
  • Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
  • The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
  • "Yes" is selected in the 'Enable Mobile CareGiver+' field.
  • "Yes" is selected in the 'Send Non EVV Payers' field.
  • "No" is selected in the 'Require Authorization' field.
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
  • A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
  • A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).
  • The 'Enable Client Alternate Addresses' registry setting must be set to "Y".
Steps
  1. Access the 'Dictionary Update' PM form.
  2. Select "Client" in the 'File' field.
  3. Select "(10006) Location" in the 'Data Element' field.
  4. Enter the desired value in the 'Dictionary Code' field.
  5. Enter "MCG+ Alternate Location" in the 'Dictionary Value' field.
  6. Select "(587) Place Of Service (Mobile CareGiver+)" in the 'Extended Dictionary Data Element' field.
  7. Select "(22) Outpatient Hospital" (or any other non "Home" value) in the 'Extended Dictionary Value (Single Dictionary)' field.
  8. Select "(579) Place Of Service (837 Electronic Billing)" in the 'Extended Dictionary Data Element' field.
  9. Select "Other Unlisted Facility" (or any other non "Home" value) in the 'Extended Dictionary Value (Single Dictionary)' field.
  10. Select "(578) Place Of Service (HCFA 24-B)" in the 'Extended Dictionary Data Element' field.
  11. Select "Other Unlisted Facility" (or any other non "Home" value) in the 'Extended Dictionary Value (Single Dictionary)' field.
  12. Click [Apply Changes].
  13. Validate a message is displayed stating: Filed!
  14. Click [OK] and close the form.
  15. Access the 'Client Alternate Addresses' form.
  16. Select "Client A" in the 'Client' field.
  17. Select "Add" in the 'Add/Edit' field.
  18. Enter "Alternate Address Test" in the 'Description' field.
  19. Enter the desired value in the 'Address Line 1' field.
  20. Enter the desired date in the 'Address Start Date' field.
  21. Enter the desired value in the 'Zip' field.
  22. Enter the desired value in the 'Contact Name' field.
  23. Enter the desired value in the 'Contact Phone' field.
  24. Enter the desired value in the 'Address Notes' field.
  25. Select "Yes" in the 'Enabled' field.
  26. Click [File].
  27. Validate a message is displayed stating: Saved.
  28. Click [OK] and close the form.
  29. Access the 'Scheduling Calendar' form.
  30. Right click in any available time slot for "Practitioner A" and click [Add Appointment].
  31. Select "Service Code A" in the 'Service Code' field.
  32. Select "Client A" in the 'Client' field.
  33. Validate the 'Program' field contains "Program A".
  34. Select "MCG+ Alternate Location" in the 'Location' field.
  35. Validate the 'Select Address of Service' field is displayed and does not contain any value, by default.
  36. Click [Submit].
  37. Validate a message is displayed stating: Mobile CareGiver+: Missing Client Information: Location (LocationOfService) is missing.
  38. This is because the 'Place Of Service' extended dictionary elements do not have a value of "Home". If a value of "Home" is not selected, an address must be selected in the 'Select Address of Service' field.
  39. Click [OK].
  40. Validate the 'Select Address of Service' field contains "Primary Address (Demographics)" and "Alternate Address Test".
  41. Select "Alternate Address Test" in the 'Select Address of Service' field.
  42. Click [Submit].
  43. Validate the new appointment is displayed.
  44. Click [Dismiss].
  45. Access the 'CareFabric Monitor' form.
  46. Enter the current date in the 'From Date' and 'Through Date' fields.
  47. Select "Client A" in the 'Client ID' field.
  48. Select "EvvAppointmentUpdated" in the 'Event/Action Search' field.
  49. Click [View Activity Log].
  50. Validate the 'CareFabric Monitor Report' contains an "EvvAppointmentUpdated" record.
  51. Click [Click To View Record].
  52. Validate the 'locationOfService' fields contain "Client A's" alternate address values (Alternate Address Test).
  53. Validate all other data displays as expected.
  54. Close the report and the form.
Topics
• Electronic Visit Verification • Registry Settings • Scheduling Calendar • Appointment Management
Update 27 Summary | Details
Support for the 'Patient Health Questionnaire-2' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Patient Health Questionnaire-2
  • Care Record Mapping
  • Patient Health Questionnaire-A
Scenario 1: Patient Health Questionnaire-2 - Validate the 'EhrAssessmentResultCreated' SDK event
Specific Setup:
  • A client is enrolled in an existing episode with a date of birth on file (Client A).
  • The logged in user has an associated practitioner (Practitioner A).
Steps
  1. Select "Client A" and access the 'Patient Health Questionnaire-2' form.
  2. Validate the 'Assessment Date' field contains the current date.
  3. Validate the 'Assessment Practitioner' contains "Practitioner A".
  4. Note: if the user does not have an associated practitioner, this field will be left blank.
  5. Select "Several Days" in the '1. Little interest or pleasure in doing things' field.
  6. Select "Several Days" in the '2. Feeling down, depressed, or hopeless' field.
  7. Validate the 'Total Score' field contains "2" and is disabled.
  8. Validate the 'Depression Evaluation' field contains "Negative" and is disabled.
  9. Select "Final" in the 'Assessment Status' field.
  10. Validate a message is displayed stating: Once set to "Final", the data will be view only.
  11. Click [OK].
  12. Validate all fields are disabled.
  13. Click [Submit].
  14. Access the 'CareFabric Monitor' form.
  15. Enter the current date in the 'From Date' and 'Through Date' fields.
  16. Click [View Activity Log].
  17. Validate the 'CareFabric Monitor Report' contains a "EhrAssessmentResultCreated" record.
  18. Click [Click To View Record].
  19. Validate the 'assessmentDate' field contains the current date.
  20. Validate the 'assessmentTypeCode' - 'code' field contains "PHT".
  21. Validate the 'assessmentTypeCode' - 'displayName' field contains "Patient Health Questionnaire-2".
  22. Validate the 'clientID' - 'id' field contains "Client A".
  23. Validate the 'ehrAssessmentResultID' - 'id' field contains a unique ID for the assessment.
  24. Validate the 'providerID' - 'id' field contains "Practitioner A".
  25. Validate the first 'scorings' - 'categoryIdentifier' field contains "TotalScore".
  26. Validate the first 'scorings' - 'score' field contains "2".
  27. Validate the second 'scorings' - 'categoryIdentifier' field contains "DepressionEvaluation".
  28. Validate the second 'scorings' - 'meaningIdentifier' field contains "N".
  29. Close the report and the form.
Scenario 2: Care Record Mapping - Validate mapping for the 'Depression Assessment' to the 'Patient Health Questionnaire-2' form
Specific Setup:
  • A client is enrolled in an existing episode with a date of birth on file (Client A).
  • The logged in user has an associated practitioner (Practitioner A).
Steps
  1. Access the 'Care Record Mapping' form.
  2. Select "Depression Assessment" in the 'Type of Assessment' field.
  3. Select "[Avatar CWS] Patient Health Questionnaire-2" in the 'Form To Map' field.
  4. Select "Patient Health Questionnaire-2" in the 'Section' field.
  5. Select "Assessment Date" in the 'Care Record Field Name' field.
  6. Select "Assessment Date" in the 'Assessment Field' field.
  7. Click [Save Mapping].
  8. Validate a message is displayed stating: Mapping Saved.
  9. Click [OK].
  10. Select "Depression Screening Value Negative" in the 'Care Record Field Name' field.
  11. Select "Depression Evaluation" in the 'Assessment Field' field.
  12. Click [Save Mapping].
  13. Validate a message is displayed stating: Mapping Saved.
  14. Click [OK].
  15. Select "Depression Screening Value Positive" in the 'Care Record Field Name' field.
  16. Select "Depression Evaluation" in the 'Assessment Field' field.
  17. Click [Save Mapping].
  18. Validate a message is displayed stating: Mapping Saved.
  19. Click [OK].
  20. Select "Performing Provider" in the 'Care Record Field Name' field.
  21. Select "Assessment Practitioner" in the 'Assessment Field' field.
  22. Click [Save Mapping].
  23. Validate a message is displayed stating: Mapping Saved.
  24. Click [OK].
  25. Select "Reason For Not Screening" in the 'Care Record Field Name' field.
  26. Select "Reason For Not Administering" in the 'Assessment Field' field.
  27. Click [Save Mapping].
  28. Validate a message is displayed stating: Mapping Saved.
  29. Click [OK].
  30. Select "Total Score" in the 'Care Record Field Name' field.
  31. Select "Total Score" in the 'Assessment Field' field.
  32. Click [Save Mapping].
  33. Validate a message is displayed stating: Mapping Saved.
  34. Click [OK] and close the form.
  35. Select "Client A" and access the 'Patient Health Questionnaire-2' form.
  36. Validate the 'Assessment Date' field contains the current date.
  37. Validate the 'Assessment Practitioner' contains "Practitioner A".
  38. Select any value in the 'Reason For Not Administering' field.
  39. Validate the '1. Little interest or pleasure in doing things' and '2. Feeling down, depressed, or hopeless' fields are now disabled.
  40. Click [Submit].
  41. Access the 'CareFabric Monitor' form.
  42. Enter the current date in the 'From Date' and 'Through Date' fields.
  43. Click [View Activity Log].
  44. Validate the 'CareFabric Monitor Report' contains two 'EhrAssessmentResultCreated' records.
  45. One for the 'Depression Assessment' mapping defined in 'Care Record Mapping' and the other is triggered whenever the 'Patient Health Questionnaire-2' form is filed.
  46. Click [Click To View Record] for the record triggered for the 'Depression Assessment' record.
  47. Validate the 'assessmentDate' field contains the current date.
  48. Validate the 'assessmentTypeCode' - 'code' field contains "1".
  49. Validate the 'assessmentTypeCode' - 'displayName' field contains "DepressionAssessment".
  50. Validate the 'providerID' - 'id' field contains "Practitioner A".
  51. Validate the 'reasonForNotScreeningCode' - 'code' field contains the code associated to the value selected in the previous steps.
  52. Validate the 'reasonForNotScreeningCode' - 'displayName' field contains the value selected in the previous steps.
  53. Close the report and the form.
  54. Select "Client A" and access the 'Patient Health Questionnaire-2' form.
  55. Select the record filed in the previous steps and click [Edit].
  56. Clear the value in the 'Reason For Not Administering' field.
  57. Select "Several Days" in the '1. Little interest or pleasure in doing things' field.
  58. Select "Several Days" in the '2. Feeling down, depressed, or hopeless' field.
  59. Validate the 'Total Score' field contains "2" and is disabled.
  60. Validate the 'Depression Evaluation' field contains "Negative" and is disabled.
  61. Select "Final" in the 'Assessment Status' field.
  62. Validate a message is displayed stating: Once set to "Final", the data will be view only.
  63. Click [OK].
  64. Validate all fields are disabled.
  65. Click [Submit].
  66. Access the 'CareFabric Monitor' form.
  67. Enter the current date in the 'From Date' and 'Through Date' fields.
  68. Click [View Activity Log].
  69. Validate the 'CareFabric Monitor Report' contains two 'EhrAssessmentResultUpdated' records.
  70. One for the 'Depression Assessment' mapping defined in 'Care Record Mapping' and the other is triggered whenever the 'Patient Health Questionnaire-2' form is filed.
  71. Click [Click To View Record] for the record triggered for the 'Depression Assessment' record.
  72. Validate the 'assessmentDate' field contains the current date.
  73. Validate the 'assessmentTypeCode' - 'code' field contains "1".
  74. Validate the 'assessmentTypeCode' - 'displayName' field contains "DepressionAssessment".
  75. Validate the 'providerID' - 'id' field contains "Practitioner A".
  76. Validate the 'reasonForNotScreeningCode' field contains "null".
  77. Validate the first 'scorings' - 'categoryIdentifier' field contains "TotalScore".
  78. Validate the first 'scorings' - 'score' field contains "2".
  79. Validate the second 'scorings' - 'categoryIdentifier' field contains "DepressionEvaluation".
  80. Validate the second 'scorings' - 'meaningIdentifier' field contains "N".
  81. Validate the third 'scorings' - 'categoryIdentifier' field contains "DepressionEvaluation".
  82. Validate the third 'scorings' - 'meaningIdentifier' field contains "N".
  83. Close the report and the form.
Topics
• CareFabric Monitor • Patient Health Questionnaire-2 • Care Record Mapping
Update 28 Summary | Details
Avatar CareFabric - Bells Notes Integration
Scenario 1: Bells Notes Integration - Validate the duplicate service check is skipped
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form 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).
Steps
  1. Log into Bells Notes with existing login credentials for "User A".
  2. Search for "Client A".
  3. Click [Start Note] and verify the existence of the 'Session Information' window.
  4. 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.
Topics
• Progress Notes • CareFabric
Update 29 Summary | Details
Support for Bells Notes Integration
Scenario 1: Bells Notes Integration - Validate document routing for progress notes when a supervisor is not required
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form 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 'Progress Notes (Group and Individual)' form must have document routing enabled.
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner (Practitioner A)
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' widget on the HomeView.
  • The 'Activate Program/Location Filter' registry setting is enabled.
  • A program is defined (Program A) with two associated locations (Location A, Location B). "Location A" is the default location for this program.
  • A client is enrolled in "Program A" (Client A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter the desired service code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select the desired value in the 'Episode Number' field.
  6. Validate "Program A" is selected in the 'Program' field.
  7. Select "Location B" in the 'Location' field.
  8. Validate the 'Practitioner' field is populated with "Practitioner A"
  9. Fill out all required fields.
  10. Click [Submit].
  11. Validate successful submission.
  12. Validate the scheduled appointment is added to the 'Scheduling Calendar' form.
  13. Log into Bells Notes with existing login credentials.
  14. Click the 'Agenda' section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar.
  15. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes.
  16. Click [Start Note] and verify the existence of the 'Session Information' window.
  17. Fill out all required fields and select the desired note type.
  18. Validate user is able to start a note successfully.
  19. Verify the existence of "Client A" in the client header when note is started.
  20. Fill out all required fields.
  21. Click [Sign Note].
  22. Validate the Sign Note' dialog is displayed.
  23. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  24. Validate a message is displayed stating: Note Signed Successfully.
  25. Log into myAvatar as [UserA].
  26. Navigate to the "My To Do's" widget.
  27. Locate the To Do just routed and click [Approve Document].
  28. Validate the document is displayed with the progress note data, including the correct location (Location B) and an electronic signature at the bottom for "Practitioner A" as Author.
  29. Click [Accept].
  30. Enter the password for "User A" in the 'Verify Password' dialog and click [OK].
  31. Validate the To-Do is no longer displayed.
Scenario 2: Bells Notes Integration - Accept a note via the "Sign" section of the 'My To Do's' widget
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate.
  • 'Progress Notes (Group and Individual)' must have document routing enabled.
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' widget on the HomeView.
  • A client is enrolled in an existing episode (Client A).
  • The 'Warning Message for "Draft" Forms' registry setting is enabled with a value.
Steps
  1. Log into Bells Notes with existing login credentials for "User A".
  2. Search for "Client A".
  3. Click [Start Note] and verify the existence of the 'Session Information' window.
  4. Fill out all required fields and select the desired note type.
  5. Verify the existence of "Client A" in the client header when note is started.
  6. Fill out all required fields.
  7. Click [Sign Note].
  8. Validate the Sign Note' dialog is displayed.
  9. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  10. Validate a message is displayed stating: Note Signed Successfully.
  11. Log into myAvatar as "User A".
  12. Navigate to the "My To Do's" widget.
  13. Select the "Sign" section.
  14. Validate the 'Search Documents' field contains the progress note document sent via Bells Notes for "Client A".
  15. Validate the 'Document' field contains the progress note data.
  16. Click [Accept].
  17. Validate the 'Search Documents' field no longer contains the progress note document for "Client A".
  18. Validate the 'Accepted Documents' field contains the accepted progress note document for "Client A".
  19. Click [Sign All].
  20. Enter the password for "User A" in the 'Verify Password' dialog and click [OK].
  21. Validate the 'Accepted Documents' field no longer contains the progress note document for "Client A".
Scenario 3: Bells Notes Integration - Accept a note via the "All" section of the 'My To Do's' widget
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form 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 'Progress Notes (Group and Individual)' form must have document routing enabled.
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' widget on the HomeView.
  • A client is enrolled in an existing episode (Client A).
  • The 'Warning Message for "Draft" Forms' registry setting is enabled with a value.
Steps
  1. Log into Bells Notes with existing login credentials for "User A".
  2. Search for "Client A".
  3. Click [Start Note] and verify the existence of the 'Session Information' window.
  4. Fill out all required fields and select the desired note type.
  5. Verify the existence of "Client A" in the client header when note is started.
  6. Fill out all required fields.
  7. Click [Sign Note].
  8. Validate the Sign Note' dialog is displayed.
  9. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  10. Validate a message is displayed stating: Note Signed Successfully.
  11. Log into myAvatar as "User A".
  12. Navigate to the "My To Do's" widget.
  13. Select the "All" section.
  14. Validate a To-Do is displayed for the progress note sent via Bells Notes for "Client A".
  15. Click [Approve Document].
  16. Validate the progress note data is displayed.
  17. Click [Accept].
  18. Enter the password for "User A" in the 'Verify Password' field and click [OK].
  19. Validate the To-Do is no longer displayed.
Scenario 4: Verify MedNote progress note sign off with Document Routing and validate the My To Do's widget
Specific Setup:
  • Have two users: [UserA] and [UserB]
  • Both users have the "My To Do's" widget on their home view
  • Document Routing is enabled in the 'Document Routing Setup' form for [UserA]
  • [UserA] has an existing client with an existing progress note with all the required fields filled out [ClientA]
  • [UserB] with existing practitioner enrolled in Medical Note
  • "PractitionerB"
Steps
  1. Log into Avatar as [UserA].
  2. Select [ClientA] and select the Medical Note widget.
  3. Click [Select Note].
  4. Select [Edit] from the "Client's E&M Appointment" row.
  5. Verify the existence of the “Facesheet” tab.
  6. Complete all required fields on "Document" and "Finalize" tabs.
  7. Click the "Finalize" tab and complete all the required fields.
  8. Click [Generate Note].
  9. Select "Complete" in the 'Completion Status' field.
  10. Click [Signed Off].
  11. Verify Sign Off process completes.
  12. Verify the existence of the 'Document Routing' form.
  13. At the "Confirm Document" screen, click [Accept and Route].
  14. Enter the password for [UserA] in the 'Verify Password' field.
  15. Click [OK].
  16. At the "Route Document To" screen, search for [UserB] in the "Add Approver" field.
  17. Click [Add].
  18. Validate [UserB] is added as an "Approver" and the "Approver" check box is selected.
  19. Click [Submit].
  20. Log in as [UserB].
  21. Navigate to the "My To Do's" widget.
  22. Locate the To Do just routed and click [Approve Document].
  23. Verify the approver's name is displayed at the bottom of the progress note: "Electronically Signed by [PractitionerB]".
  24. Click [Accept]
  25. Validate the To Do is removed from the list.
Topics
• Progress Notes • CareFabric • Treatment Plan • Registry Settings
Update 30 Summary | Details
Avatar CareFabric - 'ListIntegratedCareVisit' SDK action
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • QA - Medical Note Admin Tool
  • Document.Review of Systems
  • Document.Plan Of Care
  • Facesheet.Client's E&M Appointments
Internal Test Only
Avatar CareFabric - 'ListIntegratedCareVisit' SDK action
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • QA - Medical Note Admin Tool
  • Document.Review of Systems
  • Document.Plan Of Care
  • Facesheet.Client's E&M Appointments
Internal Test Only
Topics
n/a
Update 31 Summary | Details
'CareConnect Inbox Summary' widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Ambulatory Progress Notes
  • Treatment Plan
  • CareConnect Inbox
  • Care Connect Inbox
Scenario 1: CareConnect Inbox - Validate the 'CareConnect Inbox Summary' widget
Specific Setup:
  • The 'CareConnect Inbox' widget must be configured.
  • The logged in user must have access to the following:
  • A view with the 'CareConnect Inbox' widget (View A)
  • A view with the 'CareConnect Inbox Summary' widget (View B)
  • Please note: this widget will only contain data in Avatar NX systems
  • Unread messages in their personal inbox in 'CareConnect Inbox'
Steps
  1. Navigate to "View A" with the 'CareConnect Inbox' widget.
  2. Start a new message.
  3. Select the logged in user in the 'Add Contact' field.
  4. Enter the desired value in the 'Subject' field.
  5. Enter the desired value in the 'Message' field.
  6. Click [Send].
  7. Validate the user's personal inbox contains the new message. Take note of the unread message count.
  8. Navigate to "View B" with the 'CareConnect Inbox Summary' widget.
  9. Validate the unread message count reflects the correct count for the user's inbox.
  10. Please note: this widget will only display in Avatar NX systems.
Topics
• Widgets • CareConnect Inbox • NX
Update 33 Summary | Details
Review Results - 'Reviewed By' user
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Review Results
  • Launch OrderConnect
  • Lab Result Detail
  • Medical Note
  • Lab Order Results
Scenario 1: Medical Note - Review results and validate the 'LaboratoryResultUpdated' SDK event
Specific Setup:
  • The 'Medical Note' POV application is configured.
  • The logged in user must be a "Provider" (User A).
  • A client is enrolled in an existing episode (Client A).
  • "Client A" has lab results on file that have not yet been reviewed (Result A).
Steps
  1. Select "Client A" and access 'Medical Note'.
  2. Validate the 'Facesheet' is displayed.
  3. Select the 'Lab Results' section.
  4. Validate "Result A" is displayed under 'Results Pending Review'.
  5. Click [Review].
  6. Enter the desired value in the 'Review Notes' field.
  7. Click [Save].
  8. Validate "Result A" is now displayed under 'Reviewed Lab Results'.
  9. Access the 'Review Results' form.
  10. Select "Client A" in the 'Client ID' field.
  11. Select "Result A" in the 'Select Results' field.
  12. Validate the 'Results' field contains the expected data.
  13. Click [View Review History].
  14. Validate the 'Result Review Report' is displayed.
  15. Validate the 'Reviewed By' field contains "User A".
  16. Validate all other data displays as expected.
  17. Close the report and the form.
Scenario 2: Create Lab Results in OrderConnect via myAvatar and validate the client reviewed Lab Results display in the 'Lab Results' section of Medical Note
Specific Setup:
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • The 'Medical Note' POV application must be configured.
  • A client must be enrolled in an existing episode (Client A).
  • The logged in user must have an associated practitioner with an NPI number (User A).
Steps
  1. Select "Client A" and access the 'Launch OrderConnect' form.
  2. Click [Launch OrderConnect].
  3. Verify the 'OrderConnect Chart' window is displayed.
  4. Click [Orders] and [Add Result].
  5. Populate all required fields to add a new lab result.
  6. Click [Save].
  7. Validate the lab result is displayed.
  8. Close the chart and the form.
  9. Select "Client A" and access 'Medical Note'.
  10. Validate the 'Facesheet' is displayed.
  11. Select the 'Lab Results' section.
  12. Validate the new lab result is displayed under 'Results Pending Review'.
  13. Select "Client A" and access the 'Launch OrderConnect' form.
  14. Click [Launch OrderConnect].
  15. Verify the 'OrderConnect Chart' window is displayed.
  16. Click [Orders].
  17. Navigate to the lab result entered in the previous steps.
  18. Click on the 'Date' field to review the result.
  19. Select "User A" in the 'Clinical Review By' field.
  20. Select "User A" in the 'Patient Review By' field.
  21. Populate any other required and desired fields to review the lab result.
  22. Click [Save] and refresh the orders.
  23. Validate the lab result now shows as reviewed.
  24. Close the chart and the form.
  25. Select "Client A" and access 'Medical Note'.
  26. Validate the 'Facesheet' is displayed.
  27. Select the 'Lab Results' section.
  28. Validate the reviewed lab result is now displayed under 'Reviewed Lab Results'.
  29. Access the 'Review Results' form.
  30. Select "Client A" in the 'Client ID' field.
  31. Select the lab results filed in the previous steps in the 'Select Results' field.
  32. Validate the 'Results' field contains the expected data.
  33. Click [View Review History].
  34. Validate the 'Result Review Report' is displayed.
  35. Validate the 'Reviewed By' field contains "User A".
  36. Validate all other data displays as expected.
  37. Close the report and the form.
Avatar CareFabric - Support for other products and modules
Scenario 1: Validate the 'ListLaboratoryResultTestObservation' SDK action
Steps

Internal testing only.

Scenario 2: Validate the 'GetLaboratoryResultTestObservation' SDK action
Steps

Internal testing only.
Topics
• Medical Note • Results • Lab Results • CareFabric
Update 34 Summary | Details
Avatar CareFabric - Support for Medical Note
Scenario 1: Validate the 'SearchAppointment' SDK action
Steps

Internal testing only.
Topics
• Medical Note • CareFabric
Update 35 Summary | Details
Avatar CareFabric - Support for future functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Call Intake
Scenario 1: Validate the 'AssignPermanentMrn' SDK action
Steps
  • Internal testing only.
Scenario 2: Validate the 'PutCallIntake' SDK action
Steps
  • Internal testing only.
Scenario 3: Validate the 'GetCallIntake' SDK action
Steps
  • Internal testing only.
Scenario 4: Validate the 'ListCallIntake' SDK action
Steps
  • Internal testing only.
Topics
• CareFabric
Update 36 Summary | Details
Mobile CareGiver+ - "Undo Start" functionality
Scenario 1: Mobile CareGiver+ - Validate "Undo Start" functionality
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
  • Extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" is set to "Home".
  • If the above dictionary data element is not defined, then the extended dictionary data element "(578) Place Of Service (HCFA 24-B)" will be used.
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
  • Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
  • The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
  • "Yes" is selected in the 'Enable Mobile CareGiver+' field.
  • "Yes" is selected in the 'Send Non EVV Payers' field.
  • "No" is selected in the 'Require Authorization' field.
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
  • "Yes" is selected in the following fields for the 'McgEvvVisitStarted' event: 'Keep Incoming Payload in the Log', 'Keep Outgoing Payload in the Log' and 'Show in the CareFabric Monitor Report' in the 'CareFabric Management' form. This must be done by a Netsmart Representative.
  • A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).
  • A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
  • "Client A" has a scheduled EVV appointment with "Practitioner A".
Steps
  1. Start the visit for "Client A" in the Mobile CareGiver+ application.
  2. Access the 'CareFabric Monitor' form.
  3. Enter the current date in the 'From Date' and 'Through Date' fields.
  4. Select "Client A" in the 'Client ID' field.
  5. Select "McgEvvVisitStarted' in the 'Event/Action Search' field.
  6. Click [View Activity Log].
  7. Validate the 'CareFabric Monitor Report' contains an "McgEvvVisitStarted" record.
  8. Click [Click To View Record].
  9. Validate the 'appointmentAddress' fields contain the client's home address.
  10. Validate the 'appointmentID' - 'id' field contains the appointment ID.
  11. Validate the 'clientID- 'id' field contains "Client A".
  12. Validate the 'clockInDetails' - 'deviceRecordedDate' field contains the date of the visit and start time.
  13. Validate the 'diagnosisCodes' - 'code' field contains "Client A's" diagnosis code.
  14. Validate the 'mcgAppointmentID' - 'id' field contains the MCG+ unique identifier for the appointment.
  15. Validate the 'services' - 'procedureCode' - 'code' field contains "Procedure A".
  16. Validate the 'status' field contains "INPR" indicating the visit is in progress.
  17. Close the report and the form.
  18. Access the 'Scheduling Calendar' form.
  19. Validate the appointment for "Client A" displays with the visit start time.
  20. Click [Dismiss].
  21. Access Crystal Reports or other SQL Reporting tool.
  22. Select the PM namespace.
  23. Create a report using the 'SYSTEM.appt_data' SQL table.
  24. Navigate to the appointment for "Client A".
  25. Validate the 'carefabric_appt_stat_code' field contains "IPR".
  26. Validate the 'carefabric_appt_stat_value' field contains "In Progress".
  27. Close the report.
  28. In the 'Mobile CareGiver+' application, click to "Undo Start" for the started visit.
  29. Access the 'CareFabric Monitor' form.
  30. Enter the current date in the 'From Date' and 'Through Date' fields.
  31. Select "Client A" in the 'Client ID' field.
  32. Select "McgEvvVisitStarted' in the 'Event/Action Search' field.
  33. Click [View Activity Log].
  34. Validate the 'CareFabric Monitor Report' contains an "McgEvvVisitStarted" record.
  35. Click [Click To View Record].
  36. Validate the 'clockInDetails' fields contains "null".
  37. Close the report and the form.
  38. Access the 'Scheduling Calendar' form.
  39. Validate the appointment for "Client A" displays with its original start/end time prior to starting the visit.
  40. Click [Dismiss].
  41. Access Crystal Reports or other SQL Reporting tool.
  42. Select the PM namespace.
  43. Create a report using the 'SYSTEM.appt_data' SQL table.
  44. Navigate to the appointment for "Client A".
  45. Validate the 'carefabric_appt_stat_code' field does not contain any value.
  46. Validate the 'carefabric_appt_stat_value' field does not contain any value.
  47. Close the report.
Mobile CareGiver+ - 'EvvAppointmentUpdated' SDK event
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CarePOV Management
  • Scheduling Calendar - Status Update
  • Client Alternate Addresses
  • Dictionary Update (PM)
Scenario 1: Mobile Caregiver+ - Validate the 'EvvAppointmentUpdated' outgoing event for a scheduled appointment
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
  • Extended dictionary data element "(587) Place Of Service (Mobile CareGiver+)" must be set to "Home" (unless an alternate address is being used).
  • If the above dictionary data element is not defined, then the extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" will be used and must be set to "Home". If this dictionary data element is not defined, then "(578) Place Of Service (HCFA 24-B)" will be used and must be set to "Home".
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
  • Dictionary values must be defined for the 'Other Tabled Files' - '(424) Available Electronic Visit Verification Tasks' Data Element in 'Dictionary Update (PM)'.
  • Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
  • The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
  • "Yes" is selected in the 'Enable Mobile CareGiver+' field.
  • "Yes" is selected in the 'Send Non EVV Payers' field.
  • "No" is selected in the 'Require Authorization' field.
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
  • A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
  • A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in any available time slot for "Practitioner A" and click [Add Appointment].
  3. Select "Service Code A" in the 'Service Code' field.
  4. Select "Client A" in the 'Client' field.
  5. Validate the 'Program' field contains "Program A".
  6. Validate the 'Location' field contains "Location A".
  7. Select the desired value(s) in the 'Available Tasks' field.
  8. Populate all other required and desired fields.
  9. Click [Submit].
  10. Validate the new appointment is displayed.
  11. Click [Dismiss].
  12. Access the 'CareFabric Monitor' form.
  13. Enter the current date in the 'From Date' and 'Through Date' fields.
  14. Select "Client A" in the 'Client ID' field.
  15. Select "EvvAppointmentUpdated" in the 'Event/Action Search' field.
  16. Click [View Activity Log].
  17. Validate the 'CareFabric Monitor Report' contains an "EvvAppointmentUpdated" record.
  18. Click [Click To View Record].
  19. Validate the 'appointmentAuthorization' field contains "null".
  20. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in user ID.
  21. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the date/time the appointment was scheduled.
  22. Validate the 'appointmentID' - 'id' field contains the appointment ID.
  23. Validate the 'canceledDate' field contains "null".
  24. Validate the 'canceledReasonCode' field contains "null".
  25. Validate the 'providerOrganizationID' - 'id' field contains the 'Provider Organization ID' assigned to "Program A".
  26. Validate the 'clientID' - 'id' field contains the ID for "Client A".
  27. Validate the 'diagnosisCodes' - 'code' field contains the diagnosis code on file for "Client A".
  28. Validate the 'diagnosisCodes' - 'displayName' field contains the diagnosis value on file for "Client A".
  29. Validate the 'endDate' field contains the appointment end date/time.
  30. Validate the 'insPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A".
  31. Validate the 'insPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A".
  32. Validate the 'isEVV' field contains "true".
  33. Validate the 'locationOfService' fields contain "Client A's" home address.
  34. Validate the 'mcgInsPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A".
  35. Validate the 'mcgInsPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A".
  36. Validate the 'services' - 'description' field contains the description for "Service Code A".
  37. Validate the 'services' - 'name' field contains the code for "Service Code A".
  38. Validate the 'services' - 'procedureCode' - 'code' field contains the code for "Procedure A".
  39. Validate the 'services' - 'procedureCode' - 'displayName' field contains the name for "Procedure A".
  40. Validate the 'serviceID' - 'id' field contains the code for "Service Code A".
  41. Validate the 'tasks' - 'taskCode' fields contain the value(s) selected in the 'Available Tasks' field when scheduling the appointment.
  42. Validate the 'startDate' field contains the appointment start date/time.
  43. Validate all other relevant information is displayed for "Client A" and "Practitioner A".
  44. Close the report and the form.
Mobile CareGiver+ - 'McgEvvVisitDocumented' SDK event
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CarePOV Management
  • CareFabric EVV Service Status Report
Scenario 1: Mobile Caregiver+ - Validate the 'McgEvvVisitDocumented' incoming event for a completed visit
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A product is defined in the 'CareFabric Integration Management' form for the "MobileCareGiver+" product and "McgEvvAppointmentUpdated" must be selected in the 'Event Types' field.
  • In the 'Code Mappings' section of the 'CareFabric Integration Management' form, must have a "Note Type" mapping for the "MobileCareGiver+" product with "EVV" populated in the 'CareFabric Code' and 'Description' fields. This note type will be used for creating a progress note when the 'McgEvvVisitDocumented' incoming SDK event is received.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
  • Extended dictionary data element "(587) Place Of Service (Mobile CareGiver+)" set to "Home" (unless an alternate address is being used).
  • If the above dictionary data element is not defined, then the extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" will be used and must be set to "Home". If this dictionary data element is not defined, then "(578) Place Of Service (HCFA 24-B)" will be used and must be set to "Home".
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
  • Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
  • The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
  • "Yes" is selected in the 'Enable Mobile CareGiver+' field.
  • "Yes" is selected in the 'Send Non EVV Payers' field.
  • "No" is selected in the 'Require Authorization' field.
  • "No" is selected in the 'Require Cancellation Reason' field.
  • "Yes" is selected in the 'Save Progress Notes' form.
  • A progress note form selected in the 'Progress Note Form' and/or other progress note forms defined in the 'Progress Notes Form Mapping' grid. If nothing is defined in the 'Progress Notes Form Mapping' grid, the default progress note selected in the 'Progress Note Form' field will be used. The following registry settings must be configured for the progress note form:
  • 'Attach Selected Appointment To Notes On Draft' registry setting is set to "1" or "2"
  • 'Post Appointment When the Note Is Submitted' registry setting is set to "Y"
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
  • The 'Progress Notes' widget must be accessible from the HomeView.
  • A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).
  • A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
  • "Client A" has a visit with "Practitioner A" that has been started in Mobile CareGiver+.
Steps
  1. Complete the visit for "Client A" with "Practitioner A" in the Mobile CareGiver+ application.
  2. Ensure the visit includes service notes, visit notes, and completed tasks.
  3. Access the 'Scheduling Calendar' form.
  4. Validate the appointment for "Client A" is displayed at the correct start/end times for the visit.
  5. Validate the appointment for "Client A" is displayed with the draft note disposition icon (if configured in 'Set System Defaults').
  6. Click [Dismiss].
  7. Select "Client A" and navigate to the 'Progress Notes' widget.
  8. Validate the draft progress note created when the visit was completed is displayed with the appropriate data for the visit.
  9. Validate the 'Notes Field' field for the progress note contains the service and visit notes entered when completing the visit, followed by a list of the tasks completed during the visit.
  10. Access Crystal Reports or other SQL Reporting tool.
  11. Select the PM namespace.
  12. Create a report using the 'SYSTEM.appt_data' SQL table.
  13. Navigate to the appointment for "Client A".
  14. Validate the 'carefabric_appt_stat_code' field contains "HOLD".
  15. Validate the 'carefabric_appt_stat_value' field contains "Completed - Hold".
  16. Close the report.
  17. In the Mobile CareGiver+ application, access the Work List.
  18. Update the 'Billable Service Start' and 'Billable Service End' times.
  19. Update the 'Procedure Code'.
  20. Release the visit.
  21. Access the 'Scheduling Calendar' form.
  22. Validate the appointment for "Client A" is displayed at the updated start/end times for the visit.
  23. Validate the appointment for "Client A" is still displayed with the draft note disposition icon.
  24. Right click the appointment and click [View Summary].
  25. Validate the updated start/end times and service code is displayed.
  26. Click [Cancel] and [Dismiss].
  27. Select "Client A" and navigate to the 'Progress Notes' widget.
  28. Validate the draft progress note displays the updated start/end times and service code for the visit.
  29. Once the visit is accepted and received by myAvatar, the following will happen:
  30. Appointment will be posted, charge will be visible in the 'Client Ledger'
  31. Progress note associated to the visit will be finalized.
Scenario 2: Mobile Caregiver+ - Validate the 'CareFabric EVV Service Status Report'
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A product is defined in the 'CareFabric Integration Management' form for the "MobileCareGiver+" product and "McgEvvAppointmentUpdated" must be selected in the 'Event Types' field.
  • In the 'Code Mappings' section of the 'CareFabric Integration Management' form, must have a "Note Type" mapping for the "MobileCareGiver+" product with "EVV" populated in the 'CareFabric Code' and 'Description' fields. This note type will be used for creating a progress note when the 'McgEvvVisitDocumented' incoming SDK event is received.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
  • Extended dictionary data element "(587) Place Of Service (Mobile CareGiver+)" set to "Home" (unless an alternate address is being used).
  • If the above dictionary data element is not defined, then the extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" will be used and must be set to "Home". If this dictionary data element is not defined, then "(578) Place Of Service (HCFA 24-B)" will be used and must be set to "Home".
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
  • Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
  • The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
  • "Yes" is selected in the 'Enable Mobile CareGiver+' field.
  • "Yes" is selected in the 'Send Non EVV Payers' field.
  • "No" is selected in the 'Require Authorization' field.
  • "No" is selected in the 'Require Cancellation Reason' field.
  • "Yes" is selected in the 'Save Progress Notes' form.
  • A progress note form selected in the 'Progress Note Form' and/or other progress note forms defined in the 'Progress Notes Form Mapping' grid. If nothing is defined in the 'Progress Notes Form Mapping' grid, the default progress note selected in the 'Progress Note Form' field will be used. The following registry settings must be configured for the progress note form:
  • 'Attach Selected Appointment To Notes On Draft' registry setting is set to "1" or "2"
  • 'Post Appointment When the Note Is Submitted' registry setting is set to "Y"
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
  • A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
  • "Client A" has EVV services on file.
  • A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in any available time slot for "Practitioner A" and click [Add Appointment].
  3. Select "Service Code A" in the 'Service Code' field.
  4. Select "Client A" in the 'Client' field.
  5. Validate the 'Program' field contains "Program A".
  6. Validate the 'Location' field contains "Location A".
  7. Select the desired value(s) in the 'Available Tasks' field.
  8. Populate all other required and desired fields.
  9. Click [Submit].
  10. Validate the new appointment is displayed.
  11. Click [Dismiss].
  12. Start the visit for "Client A" in the Mobile CareGiver+ application.
  13. Access the 'CareFabric EVV Services Status Report' form.
  14. Enter the current date in the 'From Date' and 'Through Date' fields.
  15. Select "Client A" in the 'Client ID' field.
  16. Click [Launch Report].
  17. Validate the 'CareFabric EVV Service Status Report' is displayed.
  18. Validate the 'Status' field contains "In Progress".
  19. Close the report.
  20. Complete the visit for "Client A" in the Mobile CareGiver+ application with notes.
  21. Navigate back to the 'CareFabric EVV Services Report' form.
  22. Click [Launch Report].
  23. Validate the 'CareFabric EVV Service Status Report' is displayed.
  24. Validate the 'Status' field contains "Completed - Hold".
  25. Close the report.
  26. In the Mobile CareGiver+ application, access the Work List.
  27. Release the visit.
  28. Navigate back to the 'CareFabric EVV Services Report' form.
  29. Click [Launch Report].
  30. Validate the 'CareFabric EVV Service Status Report' is displayed.
  31. Validate the 'Status' field contains "Released".
  32. Close the report and the form.
  33. Access the 'Scheduling Calendar' form.
  34. Right click in any available time slot for "Practitioner A" and click [Add Appointment].
  35. Select "Service Code A" in the 'Service Code' field.
  36. Select "Client A" in the 'Client' field.
  37. Validate the 'Program' field contains "Program A".
  38. Validate the 'Location' field contains "Location A".
  39. Select the desired value(s) in the 'Available Tasks' field.
  40. Populate all other required and desired fields.
  41. Click [Submit].
  42. Validate the new appointment is displayed.
  43. Click [Dismiss].
  44. Cancel the new visit for "Client A" in the Mobile CareGiver+ application.
  45. Access the 'CareFabric EVV Services Status Report' form.
  46. Enter the current date in the 'From Date' and 'Through Date' fields.
  47. Select "Client A" in the 'Client ID' field.
  48. Click [Launch Report].
  49. Validate the 'CareFabric EVV Service Status Report' is displayed.
  50. Validate the 'Status' for the new visit contains "Unable to Complete".
  51. Close the report and the form.
Topics
• Electronic Visit Verification
Update 37 Summary | Details
Avatar CareFabric is enhanced to support future functionality
Scenario 1: Avatar Cal-PM - Validate the 'PutClient' SDK action
Steps
  • Internal testing only.
Scenario 2: Avatar PM - Validate the 'PutClient' SDK action
Steps
  • Internal testing only.
Topics
• CareFabric • Update Client Data
Update 38 Summary | Details
Scheduling Calendar - Recurring Appointments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (PM)
Scenario 1: Schedule a TeleHealth appointment with a TeleHealth service code and validate the TeleHealthAppointmentCreated/Updated/Deleted SDK events
Specific Setup:
  • A service code must be defined as a "Telehealth Service" in the 'Service Codes' form.
  • A client is enrolled in an existing episode and has a phone number and email filed (Client A).
  • A user is defined in 'User Definition' that has the following: "TeleHealth" selected in the 'Netsmart Mobile App Access' field, "System Admin" selected in the 'Netsmart Mobile App User Role' field, an email filed in the 'Organizational Email Address' field, and an associated staff member that has hours for scheduling.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter the TeleHealth Service Code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select a non TeleHealth location in the 'Location' field.
  6. Click [Submit].
  7. Validate the 'Appointment Grid' contains the new appointment.
  8. Click [Dismiss].
  9. Access the 'CareFabric Monitor' form.
  10. Enter the current date in the 'From Date' and 'Through Date' fields.
  11. Enter "TeleHealthAppointmentCreated" in the 'Event/Action Search' field.
  12. Click [View Activity Log].
  13. Validate the 'CareFabric Monitor Report' field contains a "TeleHealthAppointmentCreated" record.
  14. Click [Click To View Record].
  15. Validate the 'isReoccuringAppointment" contains "IsFalse".
  16. Validate the 'appointmentDateRange' - 'fromDate' field contains the appointment start date/time.
  17. Validate the 'appointmentDateRange' - 'toDate' field contains the appointment end date/time.
  18. Validate the 'participants' - 'email' field contains "Client A's" email.
  19. Validate the 'participantID' - 'id' field contains "Client A's" ID.
  20. Validate the 'participantName' field contains "Client A's" name in the format of LAST,FIRST.
  21. Validate the 'phoneNumber' field contains "Client A's" phone number.
  22. Validate the 'typeCode' - 'code' field contains "CLIENT".
  23. Validate the 'typeCode' - 'isActive' field contains "true".
  24. Validate the 'programCode' - 'code' field contains "Client A's" program code.
  25. Validate the 'programCode' - 'displayName' field contains "Client A's" program.
  26. Validate the 'programCode' - 'isActive' field contains "true".
  27. Validate the 'serviceCode' - 'code' field contains the TeleHealth service code used.
  28. Validate the 'serviceCode' - 'displayName' field contains the name of the TeleHealth service code used.
  29. Validate the 'serviceCode' - 'isActive' field contains "true".
  30. Validate the 'teleHealthAppointmentID' - 'id' field contains unique id for the appointment.
  31. Validate the 'teleHealthProviderIDs' - 'humanReadableValue' field contains the TeleHealth Provider ID.
  32. Validate the 'teleHealthProviderIDs' - 'id' field contains the email associated to the TeleHealth Provider.
  33. Close the report and the form.
  34. Access the 'Scheduling Calendar' form.
  35. Right click on the appointment for "Client A".
  36. Click [Details/Edit].
  37. Enter any new value in the 'Duration' field.
  38. Click [Submit].
  39. Validate the 'Appointment Grid' field contains the appointment for "Client A" with the updated duration.
  40. Click [Dismiss].
  41. Access the 'CareFabric Monitor' form.
  42. Enter the current date in the 'From Date' and 'Through Date' fields.
  43. Enter "TeleHealthAppointmentUpdated" in the 'Event/Action Search' field.
  44. Click [View Activity Log].
  45. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentUpdated" record.
  46. Click [Click To View Record].
  47. Validate the 'isReoccuringAppointment" contains "IsFalse".
  48. Validate the 'appointmentDateRange' - 'fromDate' field reflects the updated appointment duration.
  49. Validate the 'appointmentDateRange' - 'toDate' field reflects the updated appointment duration.
  50. Close the report and the form.
  51. Access the 'Scheduling Calendar' form.
  52. Right click on the appointment for "Client A".
  53. Click [Delete] and [Yes].
  54. Validate the 'Appointment Grid' no longer contains the appointment for "Client A".
  55. Click [Dismiss].
  56. Access the 'CareFabric Monitor' form.
  57. Enter the current date in the 'From Date' and 'Through Date' fields.
  58. Enter "TeleHealthAppointmentDeleted" in the 'Event/Action Search' field.
  59. Click [View Activity Log].
  60. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentDeleted" record.
  61. Click [Click To View Record].
  62. Validate the 'isReoccuringAppointment" contains "IsFalse".
  63. Validate the 'appointmentDateRange' field contains "null".
  64. Validate the 'participants' field contains "[ ]".
  65. Validate the 'programCode' field contains "null".
  66. Validate the 'serviceCode' field contains "null".
  67. Validate the 'teleHealthAppointmentID' - 'humanReadableValue' field contains "null".
  68. Validate the 'teleHealthAppointmentID' - 'id' field contains the unique id for the appointment.
  69. Validate the 'teleHealthProviderIDs' field contains "[ ]".
  70. Close the report and the form.
Scenario 2: Schedule a TeleHealth appointment with a TeleHealth location and validate the TeleHealthAppointmentCreated/Updated/Deleted SDK events
Specific Setup:
  • The 'Enable Telehealth integration at location level' registry setting is set to "Y"
  • A location must be defined as a "TeleHealth Location" in the 'Dictionary Update' form.
  • A client is enrolled in an existing episode and has a phone number and email filed (Client A).
  • A user is defined in 'User Definition' that has the following: "TeleHealth" selected in the 'Netsmart Mobile App Access' field, "System Admin" selected in the 'Netsmart Mobile App User Role' field, an email filed in the 'Organizational Email Address' field, and an associated staff member that has hours for scheduling.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter a non TeleHealth service code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select the TeleHealth Location in the 'Location' field.
  6. Click [Submit].
  7. Validate the 'Appointment Grid' contains the new appointment.
  8. Click [Dismiss].
  9. Access the 'CareFabric Monitor' form.
  10. Enter the current date in the 'From Date' and 'Through Date' fields.
  11. Enter "TeleHealthAppointmentCreated" in the 'Event/Action Search' field.
  12. Click [View Activity Log].
  13. Validate the 'CareFabric Monitor Report' field contains a "TeleHealthAppointmentCreated" record.
  14. Click [Click To View Record].
  15. Validate the 'isReoccuringAppointment" contains "IsFalse".
  16. Validate the 'appointmentDateRange' - 'fromDate' field contains the appointment start date/time.
  17. Validate the 'appointmentDateRange' - 'toDate' field contains the appointment end date/time.
  18. Validate the 'participants' - 'email' field contains "Client A's" email.
  19. Validate the 'participantID' - 'id' field contains "Client A's" ID.
  20. Validate the 'participantName' field contains "Client A's" name in the format of LAST,FIRST.
  21. Validate the 'phoneNumber' field contains "Client A's" phone number.
  22. Validate the 'typeCode' - 'code' field contains "CLIENT".
  23. Validate the 'typeCode' - 'isActive' field contains "true".
  24. Validate the 'programCode' - 'code' field contains "Client A's" program code.
  25. Validate the 'programCode' - 'displayName' field contains "Client A's" program.
  26. Validate the 'programCode' - 'isActive' field contains "true".
  27. Validate the 'serviceCode' - 'code' field contains the service code used.
  28. Validate the 'serviceCode' - 'displayName' field contains the name of the service code used.
  29. Validate the 'serviceCode' - 'isActive' field contains "true".
  30. Validate the 'teleHealthAppointmentID' - 'id' field contains unique id for the appointment.
  31. Validate the 'teleHealthProviderIDs' - 'humanReadableValue' field contains the TeleHealth Provider ID.
  32. Validate the 'teleHealthProviderIDs' - 'id' field contains the email associated to the TeleHealth Provider.
  33. Close the report and the form.
  34. Access the 'Scheduling Calendar' form.
  35. Right click on the appointment for "Client A".
  36. Click [Details/Edit].
  37. Enter any new value in the 'Duration' field.
  38. Click [Submit].
  39. Validate the 'Appointment Grid' field contains the appointment for "Client A" with the updated duration.
  40. Click [Dismiss].
  41. Access the 'CareFabric Monitor' form.
  42. Enter the current date in the 'From Date' and 'Through Date' fields.
  43. Enter "TeleHealthAppointmentUpdated" in the 'Event/Action Search' field.
  44. Click [View Activity Log].
  45. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentUpdated" record.
  46. Click [Click To View Record].
  47. Validate the 'isReoccuringAppointment" contains "Isfalse".
  48. Validate the 'appointmentDateRange' - 'fromDate' field reflects the updated appointment duration.
  49. Validate the 'appointmentDateRange' - 'toDate' field reflects the updated appointment duration.
  50. Close the report and the form.
  51. Access the 'Scheduling Calendar' form.
  52. Right click on the appointment for "Client A".
  53. Click [Delete] and [Yes].
  54. Validate the 'Appointment Grid' no longer contains the appointment for "Client A".
  55. Click [Dismiss].
  56. Access the 'CareFabric Monitor' form.
  57. Enter the current date in the 'From Date' and 'Through Date' fields.
  58. Enter "TeleHealthAppointmentDeleted" in the 'Event/Action Search' field.
  59. Click [View Activity Log].
  60. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentDeleted" record.
  61. Click [Click To View Record].
  62. Validate the 'isReoccuringAppointment" contains "IsFalse".
  63. Validate the 'appointmentDateRange' field contains "null".
  64. Validate the 'participants' field contains "[ ]".
  65. Validate the 'programCode' field contains "null".
  66. Validate the 'serviceCode' field contains "null".
  67. Validate the 'teleHealthAppointmentID' - 'humanReadableValue' field contains "null".
  68. Validate the 'teleHealthAppointmentID' - 'id' field contains the unique id for the appointment.
  69. Validate the 'teleHealthProviderIDs' field contains "[ ]".
  70. Close the report and the form.
Scenario 3: Schedule recurring TeleHealth appointment with a TeleHealth service code and validate the TeleHealthAppointmentCreated/Updated/Deleted SDK events
Specific Setup:
  • A service code must be defined as a "Telehealth Service" in the 'Service Codes' form.
  • Using "Dictionary Update" form:
  • Select the "Client" File.
  • Select data element "(10006) Location".
  • Select one active location and designate it as "Yes" for the extended dictionary data element "(586) Is this a Telehealth location?".
  • Using the "Registry Settings" form:
  • Enable the registry setting "Enable Telehealth integration at the location level".
  • Using the "Admission" form"
  • Admit a new client into any episode.
  • Navigate to the "Demographics" section.
  • Enter a home address, city, state and zip.
  • Enter an email address.
  • Enter a home telephone number.
Steps
  1. Open the "Scheduling Calendar" form.
  2. Schedule a recurring appointment telehealth service.
  3. Open the "Carefabric Monitor" form:
  4. Run the Activity Log for the following events "TeleHealthAppointmentCreated".
  5. Validate that a "TeleHealthAppointmentCreated" event is generated for however many appointments are in the reccurrence.
  6. Validate that each "TeleHealthAppointmentCreated" event includes the following:
  7. Validate the event includes the "RecurrenceInformation" object.
  8. Validate the event includes the "isRecurringAppointment is true" property.
  9. Return to the "Scheduling Calendar":
  10. Edit the recurring appointment that was created in previous steps.
  11. Change the duration of the service.
  12. Open the "Carefabric Monitor" form:
  13. Run the Activity Log for the following events "TeleHealthAppointmentUpdated".
  14. Validate that a "TeleHealthAppointmentUpdated" event is generated for however many appointments are in the reoccurrence.
  15. Validate that each "TeleHealthAppointmentUpdated" event includes the following:
  16. Validate the event includes the "RecurrenceInformation" object.
  17. Validate the event includes the "isRecurringAppointment is true" property.
  18. Return to the "Scheduling Calendar":
  19. Delete the recurring appointment that was created and edited in previous steps.
  20. Change the duration of the service.
  21. Open the "Carefabric Monitor" form:
  22. Run the Activity Log for the following events "TeleHealthAppointmentDeleted".
  23. Validate that a "TeleHealthAppointmentDeleted" event is generated for however many appointments are in the reoccurrence.
  24. Validate that each "TeleHealthAppointmentDeleted" event includes the following:
  25. Validate the event includes the "RecurrenceInformation" object.
  26. Validate the event includes the "isRecurringAppointment is true" property.
Scenario 4: Schedule recurring TeleHealth appointment with a TeleHealth location and validate the TeleHealthAppointmentCreated/Updated/Deleted SDK events
Specific Setup:
  • A service code must be defined as a "Telehealth Service" in the 'Service Codes' form.
  • Using "Dictionary Update" form:
  • Select the "Client" File.
  • Select data element "(10006) Location".
  • Select one active location and designate it as "Yes" for the extended dictionary data element (586) Is this a Telehealth location?".
  • Using the "Registry Settings" form:
  • Enable the registry setting "Enable Telehealth integration at the location level".
  • Using the "Admission" form:
  • Admit a new client into any episode.
  • Navigate to the "Demographics" section.
  • Enter a home address, city, state and zip.
  • Enter an email address.
  • Enter a home telephone number.
Steps
  1. Open the "Scheduling Calendar" form:
  2. Schedule a recurring appointment telehealth service or the location that you specified as a telehealth location in setup.
  3. Open the "Carefabric Monitor" form:
  4. Run the Activity Log for the following events "TeleHealthAppointmentCreated".
  5. Validate that a "TeleHealthAppointmentCreated" event is generated for however many appointments are in the reccurrence.
  6. Validate that each "TeleHealthAppointmentCreated" event includes the following:
  7. Validate the event includes the "RecurrenceInformation" object.
  8. Validate the event includes the "isRecurringAppointment is true" property.
  9. Return to the "Scheduling Calendar":
  10. Edit the recurring appointment that was created in previous steps.
  11. Change the duration of the service.
  12. Open the "Carefabric Monitor" form:
  13. Run the Activity Log for the following events "TeleHealthAppointmentUpdated".
  14. Validate that a "TeleHealthAppointmentUpdated" event is generated for however many appointments are in the reoccurrence.
  15. Validate that each "TeleHealthAppointmentUpdated" event includes the following:
  16. Validate the event includes the "RecurrenceInformation" object.
  17. Validate the event includes the "isRecurringAppointment is true" property.
  18. Return to the "Scheduling Calendar":
  19. Delete the recurring appointment that was created and edited in previous steps.
  20. Change the duration of the service.
  21. Open the "Carefabric Monitor" form:
  22. Run the Activity Log for the following events "TeleHealthAppointmentDeleted".
  23. Validate that a "TeleHealthAppointmentDeleted" event is generated for however many appointments are in the reoccurrence.
  24. Validate that each "TeleHealthAppointmentDeleted" event includes the following:
  25. Validate the event includes the "RecurrenceInformation" object.
  26. Validate the event includes the "isRecurringAppointment is true" property.
Topics
• Telehealth • NX
Update 39 Summary | Details
Avatar CareFabric - Bells Notes Integration
Scenario 1: Validate the 'GetValueSet' SDK action
Steps
  • Internal testing only.
Scenario 2: Treatment Plan - validate the 'SearchCarePlan' SDK action
Steps
  • Internal testing only.
Topics
• Service Codes • Treatment Plan • CareFabric
Update 40 Summary | Details
'274 - Provider Directory Definition' CareFabric Support
Scenario 1: Verification of 'GetPDOrganizationResource' Action for '274 - Provider Directory Definition' Information
Steps
  • Internal testing only.
Scenario 2: Verification of 'ListPDOrganizationResource' Action for '274 - Provider Directory Definition' Information
Steps
  • Internal testing only.
Scenario 3: Verification of 'GetPDOrganizationResource' Action for '274 - Provider Directory Definition' Information
Steps
  • Internal testing only.
'274 - Provider Directory Definition' CareFabric Support
Scenario 1: Verification of 'GetPDLocationResource' Action for '274 - Provider Directory Definition' Information
Steps
  • Internal testing only.
Scenario 2: Verification of 'ListPDLocationResource' Action for '274 - Provider Directory Definition' Information
Steps
  • Internal testing only.
Scenario 3: Verification of 'GetPDLocationResource' Action for '274 - Provider Directory Definition' Information
Steps
  • Internal testing only.
'274 - Provider Directory Definition' CareFabric Support
Scenario 1: Verification of 'GetPDPractitionerResource' Action for '274 - Provider Directory Definition' Information
Steps
  • Internal testing only.
Scenario 2: Verification of 'ListPDPractitionerResource' Action for '274 - Provider Directory Definition' Information
Steps
  • Internal testing only.
Scenario 3: Verification of 'GetPDPractitionerRoleResource' Action for '274 - Provider Directory Definition' Information
Steps
  • Internal testing only.
Scenario 4: Verification of 'ListPDPractitionerRoleResource' Action for '274 - Provider Directory Definition' Information
Steps
  • Internal testing only.
Scenario 5: Verification of 'GetPDHealthcareServiceResource' Action for '274 - Provider Directory Definition' Information
Steps
  • Internal testing only.
Scenario 6: Verification of 'ListPDHealthcareServiceResource' Action for '274 - Provider Directory Definition' Information
Steps
  • Internal testing only.
Scenario 7: Verification of 'GetPDPractitionerResource' Action for '274 - Provider Directory Definition' Information
Steps
  • Internal testing only.
Scenario 8: Verification of 'GetPDPractitionerRoleResource' Action for '274 - Provider Directory Definition' Information
Steps
  • Internal testing only.
Scenario 9: Verification of 'GetPDHealthcareServiceResource' Action for '274 - Provider Directory Definition' Information
Steps
  • Internal testing only.
'274 - Provider Directory Definition' CareFabric Support
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • 274 - Provider Directory Definition
  • Dictionary Update (PM)
Scenario 1: '274 - Provider Directory Definition' - Validation of 'PDOrganizationResourceCreated' / 'PDOrganizationResourceUpdated' SDK Event
Steps
  1. Open Avatar Cal-PM '274 - Provider Directory Definition' form.
  2. Note - Acceptance testing may also be confirmed via 274 Provider Directory Definition information filed via the Avatar Cal-PM 'File Import' form
  3. Navigate to 'Group Definition' section of form.
  4. Select value for 'Plan Type' field, and select 'Add' or 'Edit' in 'Add or Edit Group' field.
  5. Enter 'Provider Group Name (2100CA-NM1-03)' value and select value for 'Active' field (or search/select existing record in 'Provider Group' field if 'Edit Group' selected).
  6. Enter/select values for all other 'Group Definition' fields as desired.
  7. Click 'File Group Details' button to save/file 274 Provider Directory Group Definition entry; ensure user is presented with filing confirmation dialog.
  8. Open Avatar Cal-PM 'CareFabric Monitor' form.
  9. Enter values for 'From Date' and 'Through Date' fields (using dates which include 274 Provider Directory Group Definition entry/edit).
  10. Enter/select values for any other CareFabric Monitor fields as desired.
  11. Click 'View Activity Log' button to display CareFabric Monitor report results.
  12. In CareFabric Monitor report results - ensure that 'PDOrganizationResourceCreated' Event Out Activity is present for all 'Add Group' entries filed via the Avatar Cal-PM '274 - Provider Directory Definition' form, with 'Entity ID' reflecting the Provider Group ID (i.e. 'ProviderGroup-1').
  13. In CareFabric Monitor report results - ensure that 'PDOrganizationResourceUpdated' Event Out Activity is present for all 'Edit Group' entries filed via the Avatar Cal-PM '274 - Provider Directory Definition' form, with 'Entity ID' reflecting the Provider Group ID (i.e. 'ProviderGroup-1').
  14. Using the 'Click To View Record' link, ensure that the 'PDOrganizationResourceCreated'/'PDOrganizationResourceUpdated' Event Out Activity includes the following information fields:
  15. 'organizationResourceID'
  16. System-assigned ID, format 'ProviderGroup-[ID]'
  17. 'typeCodes'
  18. Static value 'prvgrp'
  19. 'name'
  20. From 'Provider Group Name (2100CA-NM1-03)' field
  21. 'isActive'
  22. 'True'/'False'
  23. 'aliases'
  24. From 'Additional Provider Group Name (2100CA-N2-01)'/'Provider Group Doing Business As Name (2100CA-N2-02)' fields
  25. ''fhirIdentifiers - NPI'
  26. From 'Provider Group Identifier (2100CA-NM1-09)' field
  27. 'fhirProfiles'
  28. Static value 'http://hl7.org/fhir/us/davinci-pdex-...t-Organization'
Scenario 2: '274 - Provider Directory Definition' - Validation of 'PDLocationResourceCreated' / 'PDLocationResourceUpdated' SDK Event
Steps
  1. Open Avatar Cal-PM '274 - Provider Directory Definition' form.
  2. Note - Acceptance testing may also be confirmed via 274 Provider Directory Definition information filed via the Avatar Cal-PM 'File Import' form
  3. Navigate to 'Site Definition' section of form.
  4. Select value for 'Plan Type' field, and select 'Add' or 'Edit' in 'Add or Edit Site' field.
  5. Enter 'Site or Location of Service Name (2100DA-NM1-03)' value and select value for 'Provider Group' and 'Active' fields (or search/select existing record in 'Provider Site' field if 'Edit Site' selected).
  6. Enter/select values for all other 'Site Definition' fields as desired (including 'Site Work Schedule' and 'Foreign Languages Spoken At This Site' multiple-entry grids).
  7. Click 'File Site Details' button to save/file 274 Provider Directory Site Definition entry; ensure user is presented with filing confirmation dialog.
  8. Open Avatar Cal-PM 'CareFabric Monitor' form.
  9. Enter values for 'From Date' and 'Through Date' fields (using dates which include 274 Provider Directory Site Definition entry/edit).
  10. Enter/select values for any other CareFabric Monitor fields as desired.
  11. Click 'View Activity Log' button to display CareFabric Monitor report results.
  12. In CareFabric Monitor report results - ensure that 'PDLocationResourceCreated' Event Out Activity is present for all 'Add Site' entries filed via the Avatar Cal-PM '274 - Provider Directory Definition' form, with 'Entity ID' reflecting the Provider Site ID (i.e. 'ProviderSite-1').
  13. In CareFabric Monitor report results - ensure that 'PDLocationResourceUpdated' Event Out Activity is present for all 'Edit Site' entries filed via the Avatar Cal-PM '274 - Provider Directory Definition' form, with 'Entity ID' reflecting the Provider Site ID (i.e. 'ProviderSite-1').
  14. Using the 'Click To View Record' link, ensure that the 'PDLocationResourceCreated'/'PDLocationResourceUpdated' Event Out Activity includes the following information fields:
  15. 'locationResourceID'
  16. System-assigned ID, format 'ProviderSite-[ID]'
  17. 'managingOrganizationID'
  18. Associated 274 Provider Directory Group, format 'ProviderGroup-[ID]'
  19. 'statusCode'
  20. 'Active' or 'Inactive'
  21. 'description'
  22. From 'Site or Location of Service Name (2100DA-NM1-03)' field
  23. 'aliases'
  24. From 'Additional Site or Location Name (2100DA-N2-01)'/'Site or Location Doing Business As Name (2100DA-N2-02)' fields
  25. 'address'
  26. From 'Site or Location Address (2110DA-N3-01)'/Site or Location Address 2 (2110DA-N3-02)'/Site or Location City Name (2110DA-N4-01)'/Site or Location State Code (2110DA-N4-02)'/'Site or Location Zip Code (2110DA-N4-03)' fields
  27. 'phoneNumbers'
  28. From 'Communication Number - 1 (2100DA-PER-04)'/'Communication Number - 2 (2100DA-PER-06)'/'Communication Number - 3 (2100DA-PER-08)' /'Communication Number - 4 (2100DA-PER-04 2nd Iteration)' fields
  29. 'typeCodes'
  30. From 'Facility Type (2100DA-N2-01)' field, using Other Tabled Files '(274193) Fhir Location Role Type' Extended Dictionary Data Element
  31. 'hoursOfOperation'
  32. From 'Site Work Schedule (2100DA-WS)' multiple entry grid, using Other Tabled Files '(274194) Fhir Office Hours Code' Extended Dictionary Data Element
  33. 'fhirIdentifiers - NPI'
  34. From 'Site or Location Identifier (2100DA-NM1-09)' field
  35. 'fhirExtensions - characteristics'
  36. From 'Gender Restriction Code (2100DA-PDI-01)'/'Age Range Minimum (2100DA-PDI-02)'/'Age Range Maximum (2100DA-PDI-03)' fields
  37. 'fhirExtensions - acceptingPatients'
  38. From 'Patient Acceptance Indicator (2100DA-CRC-03)' field
  39. 'fhirExtensions - accessibility'
  40. From 'Site or Location Assistive Aid Indicator (2100DA-CRC-03)' field
  41. 'fhirProfiles'
  42. Static value 'http://hl7.org/fhir/us/davinci-pdex-...annet-Location'
Scenario 3: 'Practitioner Enrollment' - Validation of 'PDPractitionerResourceCreated' / 'PDPractitionerResourceUpdated' SDK Event
Specific Setup:
  • Avatar Cal-PM Registry Setting 'Practitioner Enrollment - Fields to Include' may optionally be set to include/exclude Taxonomy Code (in 'Categories/Taxonomy' section)
Steps
  1. Open Avatar Cal-PM 'Practitioner Enrollment' form.
  2. Search/select existing Practitioner/Staff for update, or click 'New Staff' button for new Practitioner Enrollment entry.
  3. Enter/update values for 'Name', 'Registration Date', 'Office Address...', 'Office Telephone...' and 'NPI Number' fields (and all other Practitioner Enrollment fields as desired/required).
  4. Navigate to 'Categories/Taxonomy' section of form.
  5. Enter/update Practitioner Categories entry/entries as required/desired (including value for 'Taxonomy Code' field where enabled).
  6. Click 'Submit' button to save/file Practitioner Enrollment record.
  7. Open Avatar Cal-PM '274 - Provider Directory Definition' form.
  8. Note - Acceptance testing may also be confirmed via 274 Provider Directory Definition information filed via the Avatar Cal-PM 'File Import' form
  9. Navigate to 'Provider Definition' section of form.
  10. Select value for 'Plan Type' field.
  11. Search/select Provider (Practitioner) for association to Site in 'Provider' field.
  12. Search/select 274 Site for Provider association/update in 'Associated Site' field.
  13. Select value for 'Active' field.
  14. Enter/select values for all other 'Provider Definition' fields as desired.
  15. Click 'File Provider Details' button to save/file 274 Provider Directory Provider Definition entry; ensure user is presented with filing confirmation dialog.
  16. Open Avatar Cal-PM 'CareFabric Monitor' form.
  17. Enter values for 'From Date' and 'Through Date' fields (using dates which include Practitioner Enrollment entry/edit).
  18. Enter/select values for any other CareFabric Monitor fields as desired.
  19. Click 'View Activity Log' button to display CareFabric Monitor report results.
  20. In CareFabric Monitor report results - ensure that 'PDPractitionerResourceCreated' Event Out Activity is present for all new Practitioner/Practitioner Enrollment entries filed via the Avatar Cal-PM 'Practitioner Enrollment' and/or '274 - Provider Directory Definition' forms, with 'Entity ID' reflecting the Practitioner/Provider (i.e. 'Practitioner-000001').
  21. In CareFabric Monitor report results - ensure that 'PDPractitionerResourceUpdated' Event Out Activity is present for all Practitioner Enrollment entries updated via the Avatar Cal-PM 'Practitioner Enrollment' and/or '274 - Provider Directory Definition' forms, with 'Entity ID' reflecting the Practitioner/Provider (i.e. 'Practitioner-000001').
  22. Using the 'Click To View Record' link, ensure that the 'PDPractitionerResourceCreated'/'PDPractitionerResourceUpdated' Event Out Activity includes the following information fields:
  23. 'practitionerResourceID'
  24. Practitioner/Staff ID, format 'Practitioner-[ID]'
  25. ' IsActive'
  26. 'True' where Practitioner Enrollment is active (Practitioner Termination not filed)
  27. 'names' ('first' and 'last')
  28. From Practitioner Enrollment 'Name' field
  29. 'phoneNumbers'
  30. From Practitioner Enrollment 'Office Telephone (1)' , 'Office Telephone (2)', 'Home Telephone', 'Cellular Telephone' and 'Beeper Number' fields
  31. 'addresses'
  32. From Practitioner Enrollment 'Office Address...' and 'Home Address...' fields
  33. 'qualifications'
  34. From Practitioner Enrollment 'Taxonomy Code' and 'Effective Date'/'End Date' fields
  35. 'communications'
  36. From '274 - Provider Directory Definition' form Provider/Site Association 'Language Code - 1 (2100EA-LUI-02)'/'Language Proficiency Indicator - 1 (2100EA-LUI-05)' through 'Language Code - 8 (2100EA-LUI-02)'/'Language Proficiency Indicator - 8 (2100EA-LUI-05)' fields, using Client '(274195) Fhir Language Code' and '(274196) Fhir Language Proficiency Code' Extended Dictionary Data Elements
  37. 'fhirIdentifiers - NPI'
  38. From Practitioner Enrollment 'NPI Number' field (or '274 - Provider Directory Definition' Provider/Site Association 'Provider Identifier (2100EA-NM1-09)' field, only where not defined in Practitioner Enrollment)
  39. 'fhirProfiles'
  40. Static value 'http://hl7.org/fhir/us/davinci-pdex-...t-Practitioner'
Scenario 4: '274 - Provider Directory Definition' - Validation of 'PDPractitionerRoleResourceCreated' / 'PDPractitionerRoleResourceUpdated' SDK Event
Specific Setup:
  • One or more Practitioner record(s) for assignment to 274 Provider Site (via '274 - Provider Directory Definition' form)
Steps
  1. Open Avatar Cal-PM '274 - Provider Directory Definition' form.
  2. Note - Acceptance testing may also be confirmed via 274 Provider Directory Definition information filed via the Avatar Cal-PM 'File Import' form
  3. Navigate to 'Provider Definition' section of form.
  4. Select value for 'Plan Type' field.
  5. Search/select Provider (Practitioner) for association to Site in 'Provider' field.
  6. Search/select 274 Site for Provider association/update in 'Associated Site' field.
  7. Select value for 'Active' field.
  8. Enter/select values for all other 'Provider Definition' fields as desired.
  9. Click 'File Provider Details' button to save/file 274 Provider Directory Provider Definition entry; ensure user is presented with filing confirmation dialog.
  10. Open Avatar Cal-PM 'CareFabric Monitor' form.
  11. Enter values for 'From Date' and 'Through Date' fields (using dates which include 274 Provider Directory Provider Definition entry/edit).
  12. Enter/select values for any other CareFabric Monitor fields as desired.
  13. Click 'View Activity Log' button to display CareFabric Monitor report results.
  14. In CareFabric Monitor report results - ensure that 'PDPractitionerRoleResourceCreated' Event Out Activity is present for all new Provider/Site Association entries filed via the Avatar Cal-PM '274 - Provider Directory Definition' form, with 'Entity ID' reflecting the Provider Role ID (i.e. 'PractitionerRole-1').
  15. Note - 'PDHealthcareServiceResourceCreated'/'PDHealthcareServiceResourceUpdated' and 'PDPractitionerResourceCreated'/'PDPractitionerResourceUpdated' Event Out Activities will also be filed for 'Service Type (2100EA-N2-02)' Dictionary Codes and associated 'Practitioner Enrollment' records where Provider/Site Association entries are added (to ensure complete/latest data for associated records)
  16. In CareFabric Monitor report results - ensure that 'PDPractitionerRoleResourceUpdated' Event Out Activity is present for all updated Provider/Site Association entries filed via the Avatar Cal-PM '274 - Provider Directory Definition' form, with 'Entity ID' reflecting the Provider Role ID (i.e. 'PractitionerRole-1').
  17. Note - 'PDHealthcareServiceResourceCreated'/'PDHealthcareServiceResourceUpdated' and 'PDPractitionerResourceCreated'/'PDPractitionerResourceUpdated' Event Out Activities will also be filed for 'Service Type (2100EA-N2-02)' Dictionary Codes and associated 'Practitioner Enrollment' records where Provider/Site Association entries are updated (to ensure complete/latest data for associated records)
  18. Using the 'Click To View Record' link, ensure that the 'PDPractitionerRoleResourceCreated'/'PDPractitionerRoleResourceUpdated' Event Out Activity includes the following information fields:
  19. 'practitionerRoleResourceID'
  20. System-assigned ID, format 'PractitionerRole-[ID]'
  21. 'locationIDs'
  22. Associated 274 Provider Directory Site, format 'ProviderSite-[ID]'
  23. 'organizationID'
  24. Associated 274 Provider Directory Group, format 'ProviderGroup-[ID]'
  25. 'providerID'
  26. Associated Practitioner ID, format 'Practitioner-[ID]'
  27. 'isActive'
  28. 'True'/'False'
  29. 'authorizedDateRange'
  30. From 'Affiliation Contract Effective Date (2100EA-DTP-03)'/'Affiliation Contract Expiration Date (2100EA-DTP-03)' fields
  31. 'specialtyCodes'
  32. From 'Provider Specialty Code - 1 (2120EA-LQ-02)' through 'Provider Specialty Code - 5 (2120EA-LQ-02)' fields
  33. 'healthcareServiceIDs'
  34. From 'Service Type (2100EA-N2-02)' field, using associated 'PDHealthcareServiceResource' ID, format 'ServiceType-[ID]'
  35. 'fhirProfiles'
  36. Static value 'http://hl7.org/fhir/us/davinci-pdex-...actitionerRole'
Scenario 5: '274 - Provider Directory Definition' - Validation of 'PDHealthcareServiceResourceCreated' / 'PDHealthcareServiceResourceUpdated' SDK Event
Specific Setup:
  • One or more Dictionary Code(s) defined for 'Other Tabled Files' Indirect '(274224) Service Type (2100EA-N2-02)' Data Element/Dictionary, including values for the following Extended Dictionary Data Elements:
  1. '(274290) Fhir Healthcare Service Category'
  2. '(274291) Fhir Healthcare Service Type'
  3. '(274292) Fhir Appointment Required'
  4. '(274293) Fhir Delivery Methods and Modalities'
  • One or more Practitioner record(s) for assignment to 274 Provider Site (via '274 - Provider Directory Definition' form)
Steps
  1. Open Avatar Cal-PM 'Dictionary Update' form.
  2. Navigate to 'Input Dictionary Code(s)' section of form.
  3. Select 'Other Tables Files' file/indirect.
  4. Select Data Element/Dictionary '(274224) Service Type (2100EA-N2-02)'.
  5. Enter/select value for Dictionary Code/Value, and enter/select values for the following Extended Dictionary Data Elements:
  6. '(274290) Fhir Healthcare Service Category'
  7. '(274291) Fhir Healthcare Service Type'
  8. '(274292) Fhir Appointment Required'
  9. '(274293) Fhir Delivery Methods and Modalities'
  10. Click 'Apply Changes' button to save/file Dictionary Code entry; repeat as desired for additional '(274224) Service Type (2100EA-N2-02)' Dictionary Codes.
  11. Open Avatar Cal-PM '274 - Provider Directory Definition' form.
  12. Navigate to 'Provider Definition' section of form.
  13. Select value for 'Plan Type' field.
  14. Search/select Provider (Practitioner) for association to Site in 'Provider' field.
  15. Search/select 274 Site for Provider association/update in 'Associated Site' field.
  16. Select value for 'Active' field.
  17. Enter/select values for all other 'Provider Definition' fields as desired.
  18. Click 'File Provider Details' button to save/file 274 Provider Directory Provider Definition entry; ensure user is presented with filing confirmation dialog.
  19. Open Avatar Cal-PM 'CareFabric Monitor' form.
  20. Enter values for 'From Date' and 'Through Date' fields (using dates which include 274 Provider Directory Provider Definition entry/edit).
  21. Enter/select values for any other CareFabric Monitor fields as desired.
  22. Click 'View Activity Log' button to display CareFabric Monitor report results.
  23. In CareFabric Monitor report results - ensure that 'PDHealthcareServiceResourceCreated' Event Out Activity is present for all new 'Service Type (2100EA-N2-02)' Dictionary Codes filed via the Avatar Cal-PM 'Dictionary Update' form, with 'Entity ID' reflecting the Service Type ID (i.e. 'ServiceType-IC').
  24. Note - 'PDHealthcareServiceResourceCreated' Event Out Activity will be filed on entry/update of Provider/Site Association entries via Avatar Cal-PM '274 - Provider Directory Definition' form (not directly upon addition of Service Type (2100EA-N2-02)' Dictionary Code in 'Dictionary Update' form)
  25. In CareFabric Monitor report results - ensure that 'PDHealthcareServiceResourceUpdated' Event Out Activity is present for all updated 'Service Type (2100EA-N2-02)' Dictionary Codes filed via the Avatar Cal-PM 'Dictionary Update' form, with 'Entity ID' reflecting the Service Type ID (i.e. 'ServiceType-IC').
  26. Note - 'PDHealthcareServiceResourceUpdated Event Out Activity will be filed on entry/update of Provider/Site Association entries via Avatar Cal-PM '274 - Provider Directory Definition' form (not directly upon update of Service Type (2100EA-N2-02)' Dictionary Code in 'Dictionary Update' form)
  27. Using the 'Click To View Record' link, ensure that the 'PDHealthcareServiceResourceCreated'/'PDHealthcareServiceResourceUpdated' Event Out Activity includes the following information fields:
  28. 'healthcareServiceResourceID'
  29. 'Dictionary Code' value, format 'ServiceType-[Dictionary Code]'
  30. 'name'
  31. 'Dictionary Value' value
  32. 'isActive'
  33. 'True'/'False'
  34. 'categoryCodes'
  35. From Extended Dictionary Data Element '(274290) Fhir Healthcare Service Category'
  36. 'typeCodes'
  37. From Extended Dictionary Data Element '(274291) Fhir Healthcare Service Type'
  38. 'isAppointmentRequired'
  39. From Extended Dictionary Data Element '(274292) Fhir Appointment Required'
  40. 'fhirExtentions - type - delivery-method'
  41. From Extended Dictionary Data Element '(274293) Fhir Delivery Methods and Modalities' for selected value 'Physical'
  42. 'fhirExtentions - virtualModalities'
  43. From Extended Dictionary Data Element '(274293) Fhir Delivery Methods and Modalities' for all selected values other than 'Physical'
  44. 'fhirProfiles'
  45. Static value 'http://hl7.org/fhir/us/davinci-pdex-...lthcareService'
Topics
• CareFabric • Practitioner
Update 41 Summary | Details
Avatar CareFabric - Support for future functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Discharge
  • Pre Admit Discharge
  • Pre Admit
Scenario 1: 'PutProgramAdmission' action- Create a new Outpatient episode
Steps
  • Internal testing only.
Scenario 2: 'PutProgramDischarge' - Discharge a Pre Admit episode
Steps
  • Internal testing only.
Scenario 3: 'PutProgramAdmission' - Create a Pre Admit episode
Specific Setup:
  • The 'Allow Admission To File/Edit Pre-Admits' registry setting must be set to "Y".
Steps
  • Internal testing only.
Topics
• Admission • CareFabric • Discharge
Update 42 Summary | Details
Avatar CareFabric - Support for the Flowsheet CarePOV
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Vitals Entry
Scenario 1: Flowsheet - File Vitals and validate the 'VitalSignSetCreated' SDK event
Specific Setup:
  • Avatar must be configured with the 'Flowsheet' CarePOV.
  • 'Flowsheet' must have a "Vitals" assessment configured.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and navigate to the 'Flowsheet' CarePOV.
  2. Select the "Vitals" assessment.
  3. Populate the desired vitals.
  4. Click [Sign].
  5. Validate a message displays stating: Successfully Signed.
  6. Access the 'CareFabric Monitor' form
  7. Enter the current date in the 'From Date' and 'Through Date' fields.
  8. Select "Client A" in the 'Client ID' field.
  9. Select "VitalSignSetCreated" in the 'Event/Action Search' field.
  10. Click [View Activity Log].
  11. Validate the 'CareFabric Monitor Report' contains a "VitalSignSetCreated" record and select it.
  12. Click [Click To View Record].
  13. Validate the 'clientID' - 'id' field contains "Client A".
  14. Validate the 'extendedAttributes' - 'id' field contains "Flowsheet".
  15. Validate the 'extendedAttributes' - 'type' field contains "DataEntrySource".
  16. Close the report and the form.
Topics
• Vitals • CareFabric
Update 43 Summary | Details
'CareFabric Monitor Report' - Report Launch
Scenario 1: Diagnosis - Validate the 'DiagnosisCreated' and 'DiagnosisUpdated' SDK events
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Diagnosis' form.
  2. Select the desired value in the 'Type Of Diagnosis' field.
  3. Enter the desired date in the 'Date Of Diagnosis' field.
  4. Enter the desired time the 'Time Of Diagnosis' field.
  5. Click [New Row].
  6. Select the desired value in the 'Diagnosis Search' field.
  7. Select "Active" in the 'Status' field.
  8. Select the desired practitioner in the 'Diagnosing Practitioner' field.
  9. Click [Submit].
  10. Access the 'CareFabric Monitor' form.
  11. Enter the current date in the 'From Date' and 'Through Date' fields.
  12. Select "Client A" in the 'Client ID' field.
  13. Select "DiagnosisCreated" in the 'Event/Action Search' field.
  14. Click [View Activity Log].
  15. Validate the 'CareFabric Monitor Report' displays a 'DiagnosisCreated' record.
  16. Click [Click To View Record].
  17. Validate the 'startDate' field contains the 'Date Of Diagnosis' and 'Time Of Diagnosis' populated in the previous steps.
  18. Validate the 'statusCode' - 'code' field contains "1".
  19. Validate the 'statusCode' - 'displayName' field contains "Active".
  20. Validate all other previously filed data displays as expected.
  21. Close the report and the form.
'CareFabric Monitor' form
Scenario 1: Mobile Caregiver+ - Validate the 'EvvResourceUpdated' event for an inactive practitioner
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A).
  • The 'Enable Mobile CareGiver+' field must be set to "Yes" in the "Electronic Visit Verification" section of the 'CarePOV Management' form with all required fields populated.
Steps
  1. Access the 'Practitioner Enrollment' form.
  2. Enter any new value in the 'Select Staff' dialog and click [New Staff].
  3. Enter the desired value in the 'Name' field. Please note: this is a required field for Mobile CareGiver+ integration.
  4. Enter the desired date in the 'Date Of Birth' field. Please note: this is a required field for Mobile CareGiver+ integration.
  5. Enter the desired date in the 'Registration Date' field.
  6. Enter the desired value in the 'Office Address - Zip Code' field.
  7. Enter the desired value in the 'Office Telephone (1)' field.
  8. Enter the desired value in the 'Cellular Telephone' field. Please note: this is a required field for Mobile CareGiver+ integration.
  9. Select the desired value in the 'Sex' field.
  10. Enter the desired value in the 'Staff EVV ID' field. Please note: this is a required field for Mobile CareGiver+ integration.
  11. Enter the desired value in the 'Email Address' field. Please note: this is a required field for Mobile CareGiver+ integration.
  12. Enter the desired value in the 'Staff EVV Type' field. Please note: this is a required field for Mobile CareGiver+ integration.
  13. Select the "Categories/Taxonomy" section.
  14. Select "Create New" in the 'Category/Taxonomy' field.
  15. Enter the desired date in the 'Effective Date' field.
  16. Select the desired value in the 'Practitioner Category' field.
  17. Select the desired value(s) in the 'Discipline' field.
  18. Select the desired value(s) in the 'Practitioner Categories For Coverage' field.
  19. Click [Add Practitioner Categories] and [OK].
  20. Click [Submit].
  21. Access the 'Practitioner Information (Confidential)' form.
  22. Enter the desired value in the 'Social Security #' field.
  23. Click [Submit].
  24. Access the 'CareFabric Monitor' form.
  25. Enter the current date in the 'From Date' and 'Through Date' fields.
  26. Validate the 'Staff ID' field is displayed.
  27. Select the new practitioner in the 'Staff ID' field.
  28. Click [View Activity Log].
  29. Validate the 'CareFabric Monitor Report' contains an "EvvResourceUpdated" record for the new practitioner.
  30. Click [Click To View Record] for the "EvvResourceUpdated" record.
  31. Validate the 'birthDate' field contains the 'Date Of Birth'.
  32. Validate the 'emailAccounts' - 'address' field contains the 'Email Address'.
  33. Validate the 'isActive' field contains "true".
  34. Validate the 'name' - 'first' field contains the practitioner's first name.
  35. Validate the 'name' - 'last' field contains the practitioner's last name.
  36. Validate the 'phoneNumber' - 'number' field contains the practitioner's phone number.
  37. Validate the 'phoneNumber' - 'phoneNumberID' - 'id' field contains the practitioner's ID with "SC" at the end indicating "Staff Cell".
  38. Validate the 'phoneNumber' - 'typeCode' - 'code' field contains "Cell".
  39. Validate the 'providerOrganizationIDs' - 'id' field contains the 'EVV Provider Organization ID'(s) filed in 'Program Maintenance'.
  40. Validate the 'resourceID' - 'id' field contains the practitioner's ID.
  41. Validate the 'resourceStateID' - 'id' field contains the 'Staff EVV ID'.
  42. Validate the 'resourceStateIDs' - id' field contains the 'Staff EVV ID'.
  43. Validate the 'resourceStateIDs' - 'type' field contains the 'Staff EVV Type'.
  44. Validate the 'ssn' field contains the practitioner's social security number.
  45. Close the report and the form.
  46. Access the 'Practitioner Termination' form for the new practitioner.
  47. Enter the desired date in the 'Termination Date' field.
  48. Select the desired value in the 'Reason For Termination' field.
  49. Click [Submit].
  50. Access the 'CareFabric Monitor' form.
  51. Enter the current date in the 'From Date' and 'Through Date' fields.
  52. Select the terminated practitioner in the 'Staff ID' field.
  53. Click [View Activity Log].
  54. Validate the 'CareFabric Monitor Report' contains a second "EvvResourceUpdated" record for the now terminated practitioner.
  55. Click [Click To View Record].
  56. Validate the 'isActive' field now contains "false".
  57. Close the report and the form.
Scenario 2: Practitioner Enrollment - Validate the 'StaffMemberCreated' SDK event
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Practitioner Enrollment' form.
  2. Search for any new value in the 'Select Staff' dialog.
  3. Click [New Staff].
  4. Validate a "Staff" message is displayed stating: Auto Assign Next ID Number?
  5. Click [Yes].
  6. Enter "STAFF,TEST" in the 'Name' field.
  7. Select the desired value in the 'Sex' field.
  8. Enter the current date in the 'Registration Date' field.
  9. Enter the desired value in the 'Office Address - Zip Code' field.
  10. Enter the desired value in the 'Office Telephone (1)' field.
  11. Select the "Categories/Taxonomy" section.
  12. Select "Create New" in the 'Category/Taxonomy' field.
  13. Enter the current date in the 'Effective Date' field.
  14. Select the desired value in the 'Practitioner Category' field.
  15. Select the desired value in the 'Discipline' field.
  16. Click [Practitioner Credentials].
  17. Select the desired credentials in the 'Select Credentials' field.
  18. Click [OK].
  19. Click [Add Practitioner Categories].
  20. Validate an "Information" message is displayed stating: Saved. Please note: The changes will take effect when you submit the form.
  21. Click [OK] and [Submit]. Note: this will now be referred to as "Practitioner A".
  22. Access the 'CareFabric Monitor' form.
  23. Enter the current date in the 'From Date' and 'Through Date' fields.
  24. Validate the 'Staff ID' field is displayed.
  25. Select "Practitioner A" in the 'Staff ID' field.
  26. Select "Client A" in the 'Client ID' field.
  27. Validate the 'Staff ID' field no longer contains a value.
  28. Select "Practitioner A" in the 'Staff ID' field.
  29. Validate the 'Client ID' field no longer contains a value.
  30. Click [View Activity Log].
  31. Validate the 'CareFabric Monitor Report' is displayed.
  32. Validate the 'CareFabric Monitor Report' contains a 'StaffMemberCreated' record for "Practitioner A".
  33. Click [Click to View Record].
  34. Validate 'activatedDate' field contains the current date.
  35. Validate 'name' - 'first' contains "TEST".
  36. Validate 'name' -'last' contains "STAFF".
  37. Validate all other previously filed data is displayed.
  38. Close the report and the form.
Topics
• Diagnosis • Electronic Visit Verification • Practitioner • CareFabric Monitor
Update 44 Summary | Details
Avatar CareFabric - 'SearchClient' SDK action
Scenario 1: Validate the 'SearchClient' SDK action
Steps

Internal testing only.
Topics
• CareFabric • Update Client Data
Update 45 Summary | Details
Managed Care Authorizations
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Managed Care Authorizations
  • Display Managed Care Authorizations
Scenario 1: Managed Care Authorizations - Field Validation
Specific Setup:
  • Admit a test client.
Steps
  1. Open the "Managed Care Authorizations" form.
  2. Enter required/optional managed care authorization data.
  3. Submit the form to file data.
  4. Open the "Managed Care Authorizations" form.
  5. Retrieve the data entered and validate it displays as it was entered.
Topics
• Client Management • NX
Update 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
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
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 47 Summary | Details
ProviderConnect Enterprise - Cal-OMS data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Cal-OMS Admission
  • Cal-OMS Annual Update
  • Cal-OMS Discharge
Scenario 1: ProviderConnect Enterprise - Cal-OMS Admission - Validate the 'PutEhrAssessment' action
Specific Setup:
  • Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be defined for a valid managing organization.
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).
  • Client A's episode must be in a program that has "Yes" selected in the 'Substance Abuse Program (Cal-OMS)' field in the 'Program Maintenance' form.
Steps
  1. Select "Client A" and access the 'Cal-OMS Admission' form.
  2. Select the desired episode in the Pre-Display and click [OK].
  3. Enter "99902" in the 'Social Security Number' field.
  • Accepted values are as follows:
  • "99900" - Client declines to state
  • "99902" - None or not applicable
  • "99904" - Client unable to answer
  • ###-##-#### - Valid 9 digit social security number with dashes.
  1. Populate all required and desired fields.
  2. Click [Submit].
  3. Access the 'ProviderConnect Enterprise Action Log'.
  4. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  5. Enter the desired times in the 'From Time' and 'Through Time' fields.
  6. Select the desired organization in the 'Managing Organization' field.
  7. Select "PutEhrAssessment" in the 'Action Name' field.
  8. Click [View Action Log].
  9. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  10. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'Cal-OMS Admission' form with a "Success" result.
  11. Close the report and the form.
Scenario 2: ProviderConnect Enterprise - Cal-OMS Annual Update - Validate the 'PutEhrAssessment' action
Specific Setup:
  • Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be defined for a valid managing organization.
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).
  • Client A's episode must be in a program that has "Yes" selected in the 'Substance Abuse Program (Cal-OMS)' field in the 'Program Maintenance' form.
  • Client A must have a 'Cal-OMS Admission' filed.
Steps
  1. Select "Client A" and access the 'Cal-OMS Annual Update' form.
  2. Select the desired episode in the Pre-Display and click [OK].
  3. Enter "99900" in the 'Social Security Number' field.
  • Accepted values are as follows:
  • "99900" - Client declines to state
  • "99902" - None or not applicable
  • "99904" - Client unable to answer
  • ###-##-#### - Valid 9 digit social security number with dashes
  1. Populate all required and desired fields.
  2. Click [Submit].
  3. Access the 'ProviderConnect Enterprise Action Log'.
  4. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  5. Enter the desired times in the 'From Time' and 'Through Time' fields.
  6. Select the desired organization in the 'Managing Organization' field.
  7. Select "PutEhrAssessment" in the 'Action Name' field.
  8. Click [View Action Log].
  9. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  10. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'Cal-OMS Annual Update' form with a "Success" result.
  11. Close the report and the form.
Scenario 3: ProviderConnect Enterprise - Cal-OMS Discharge - Validate the 'PutEhrAssessment' action
Specific Setup:
  • Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be defined for a valid managing organization.
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).
  • Client A's episode must be in a program that has "Yes" selected in the 'Substance Abuse Program (Cal-OMS)' field in the 'Program Maintenance' form.
  • Client A must have a 'Cal-OMS Admission' filed.
Steps
  1. Select "Client A" and access the 'Cal-OMS Discharge' form.
  2. Select the desired episode in the Pre-Display and click [OK].
  3. Select "Developmentally Disabled" in the 'Disability' field.
  4. Enter "99904" in the 'Social Security Number' field.
  • Accepted values are as follows:
  • "99900" - Client declines to state
  • "99902" - None or not applicable
  • "99904" - Client unable to answer
  • ###-##-#### - Valid 9 digit social security number with dashes.
  1. Populate all required and desired fields.
  2. Click [Submit].
  3. Access the 'ProviderConnect Enterprise Action Log'.
  4. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  5. Enter the desired times in the 'From Time' and 'Through Time' fields.
  6. Select the desired organization in the 'Managing Organization' field.
  7. Select "PutEhrAssessment" in the 'Action Name' field.
  8. Click [View Action Log].
  9. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  10. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'Cal-OMS Discharge' form with a "Success" result.
  11. Close the report and the form.
Scenario 4: 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 5: 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 6: ProviderConnect Enterprise - Cal-OMS Discharge - Validate the 'PutEhrAssessment' action
Specific Setup:
  • Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be defined for a valid managing organization.
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).
  • Client A's episode must be in a program that has "Yes" selected in the 'Substance Abuse Program (Cal-OMS)' field in the 'Program Maintenance' form.
  • Client A must have a 'Cal-OMS Admission' filed.
Steps
  1. Select "Client A" and access the 'Cal-OMS Discharge' form.
  2. Select the desired episode in the Pre-Display and click [OK].
  3. Select "Developmentally Disabled" in the 'Disability' field.
  4. Enter "99904" in the 'Social Security Number' field.
  • Accepted values are as follows:
  • "99900" - Client declines to state
  • "99902" - None or not applicable
  • "99904" - Client unable to answer
  • ###-##-#### - Valid 9 digit social security number with dashes.
  1. Populate all required and desired fields.
  2. Click [Submit].
  3. Access the 'ProviderConnect Enterprise Action Log'.
  4. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  5. Enter the desired times in the 'From Time' and 'Through Time' fields.
  6. Select the desired organization in the 'Managing Organization' field.
  7. Select "PutEhrAssessment" in the 'Action Name' field.
  8. Click [View Action Log].
  9. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  10. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'Cal-OMS Discharge' form with a "Success" result.
  11. Close the report and the form.
Topics
• Cal-OMS • ProviderConnect Enterprise
Update 48 Summary | Details
Bells Notes - 'Site Specific Section Modeling' fields
Scenario 1: Bells Notes Integration - validate 'Site Specific Section Modeling' in progress notes when document routing is enabled
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form must be configured for Bells Notes with the following:
  • Document routing enabled
  • 'Site Specific Section Modeling' fields that are imported to a corresponding note type in Bells (Note Type A).
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' widget on the HomeView.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Log into Bells Notes with existing login credentials for "User A".
  2. Search for "Client A".
  3. Click [Start Note] and verify the existence of the 'Session Information' window.
  4. Fill out all required fields and select "Note Type A".
  5. Verify the existence of "Client A" in the client header when note is started.
  6. Fill out all required fields including fields added via 'Site Specific Section Modeling'.
  7. Click [Sign Note].
  8. Validate the Sign Note' dialog is displayed.
  9. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  10. Validate a message is displayed stating: Note Signed Successfully.
  11. Log into myAvatar as "User A".
  12. Navigate to the "My To Do's" widget.
  13. Validate a To-Do is displayed for the progress note sent via Bells Notes for "Client A".
  14. Click [Approve Document].
  15. Validate the progress note data is displayed, including the 'Site Specific Section Modeling' fields.
  16. Click [Accept].
  17. Enter the password for "User A" in the 'Verify Password' field and click [OK].
  18. Validate the To-Do is no longer displayed.
Bells Notes - Add-On Service Codes
Scenario 1: Bells Notes Integration - Validate Multiple Add-On Service Code Functionality when document routing is enabled
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • The 'Enable Multiple Add-On Code Per Primary Code Functionality' registry setting is enabled.
  • A primary service code is defined (Service Code A) with multiple add-on codes associated (Add On 1, Add On 2, Add On 3).
  • The 'Progress Notes (Group and Individual)' form must be configured for Bells Notes with the following:
  • Document routing enabled
  • The following fields added via 'Site Specific Section Modeling':
  • Add-On Service
  • Add-On Duration
  • Save Add-On Service
  • Selected Add-On Services
  • Select Add-On Service Entry to Edit/Remove
  • Remove Add-On Service
  • Add-On Service Notes
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner
  • Does not require a supervisor's approval for document routing
  • Access to the 'Progress Notes' and 'My To Do's' widget on the HomeView.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Log into Bells Notes as "User A".
  2. Search for "Client A".
  3. Click [Start Note] and verify the existence of the 'Session Information' window.
  4. Select "Service Code A" in the 'Service Code' field.
  5. Fill out all required fields and select the desired note type.
  6. Verify the existence of "Client A" in the client header when note is started.
  7. Fill out all required fields.
  8. Select "Add On 1", "Add On 2", and "Add On 3" in the 'Add-On Services' field.
  9. Enter the desired duration/comments for each add-on.
  10. Click [Sign Note].
  11. Validate the Sign Note' dialog is displayed.
  12. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  13. Validate a message is displayed stating: Note Signed Successfully.
  14. Log into myAvatar as "User A".
  15. Navigate to the "My To Do's" widget.
  16. Validate a To-Do is displayed for the progress note sent via Bells Notes for "Client A".
  17. Review the To-Do.
  18. Validate the 'Document Preview' contains all progress note data filed, including the 'Selected Add-On Services' section.
  19. Click [Accept].
  20. Enter the password for "User A" in the 'Verify Password' field and click [OK].
  21. Validate the To-Do is no longer displayed.
  22. Select "Client A" and access the 'Progress Notes' widget.
  23. Validate the note filed in the previous steps is displayed and contains all progress note data, including the 'Selected Add-On Services'.
  24. Access the 'Client Ledger' form.
  25. Select "Client A" in the 'Client ID' field.
  26. Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
  27. Select "Simple" in the 'Ledger Type' field.
  28. Select "Yes" in the 'Include Zero Charges' field.
  29. Click [Process].
  30. Validate the 'Client Ledger' report contains "Service Code A", "Add On 1", "Add On 2" and "Add On 3".
  31. Close the report and the form.
Topics
• Progress Notes • Bells Notes • Site Specific Section Modeling • CareFabric
Update 49 Summary | Details
ProviderConnect Enterprise - Client Search
Scenario 1: ProviderConnect Enterprise - Admission - Validate client search using social security number
Specific Setup:
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be configured for a valid managing organization.
  • A client must exist in the configured managing organization's system with a SSN on file (Client A).
  • A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).
Steps
  1. Access the 'Admission' form.
  2. Verify the 'Select Client' dialog is displayed.
  3. Enter the last name of the client that exists in the managing organization's system in the 'Last Name' field.
  4. Enter the first name of the client that exists in the managing organization's system in the 'First Name' field.
  5. Enter the sex of the client that exists in the managing organization's system in the 'Sex' field.
  6. Click [Search].
  7. Validate a "Search Results" message is displayed stating: No matches found.
  8. Click [OK] and [New Client].
  9. Validate a "Client" message is displayed stating: Auto Assign Next ID Number?
  10. Click [Yes].
  11. Enter the desired date in the 'Preadmit/Admission Date' field.
  12. Enter the desired time in the 'Preadmit/Admission Time' field.
  13. Select any program that is selected in the 'Associated Admission Programs' field in the 'Managing Organization Definition' form in the 'Program' field.
  14. Select the desired value in the 'Type Of Admission' field.
  15. Select desired value in the 'Source Of Admission' field.
  16. Enter "Practitioner A" in the 'Admitting Practitioner' field.
  17. Enter "Client A's" social security number in the 'Social Security Number' field.
  18. Select the "ProviderConnect Enterprise Identifiers" section.
  19. Click [Add New Item].
  20. Select the defined managing organization in the 'External Organization' field.
  21. Click [Search].
  22. Select the matching client record in the 'Select Matching Client Record' dialog.
  23. Click [OK].
  24. Validate the 'External ID' field contains the client ID for the client in the managing organization's system.
  25. Click [Update Demographics].
  26. Validate an "Information" message is displayed stating: Client Demographics Information Updated.
  27. Click [OK].
  28. Select the "Demographics" section.
  29. Validate demographic fields have been updated to match the managing organizations record.
  30. Click [Submit].
  31. Access the 'ProviderConnect Enterprise Action Log' form.
  32. Enter the desired date in the 'From Date' and 'Through Date' fields.
  33. Enter the desired time in the 'From Time' and 'Through Time' fields.
  34. Select the desired organization in the 'Managing Organization' field.
  35. Select "PutProgramAdmission" in the 'Action Name' field.
  36. Click [View Action Log].
  37. Verify the 'ProviderConnect Enterprise Action Log' Report is displayed.
  38. Validate the 'ProviderConnect Enterprise Action Log' Report contains a row for the 'PutProgramAdmission' action that was triggered from the 'Admission' form with a result of "Success".
  39. Close the report and the form.
Scenario 2: ProviderConnect Enterprise- Validate the 'PutClient' 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. Update any desired fields.
  3. Click [Submit].
  4. Access the 'ProviderConnect Enterprise Action Log'.
  5. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  6. Enter the desired times in the 'From Time' and 'Through Time' fields.
  7. Select the desired organization in the 'Managing Organization' field.
  8. Select "PutClient" in the 'Action Name' field.
  9. Click [View Action Log].
  10. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  11. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutClient' action that was triggered from the 'Update Client Data' form with a "Success" result.
  12. Close the report and the form.
ProviderConnect Enterprise - 'Admission' data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Create and Export Clinical Information
  • Discharge
Scenario 1: ProviderConnect Enterprise- Validate the 'PutProgramAdmission' action
Specific Setup:
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be configured for a valid managing organization.
  • A client must exist in the configured managing organization's system with the following on file: 'Date of Birth', 'Social Security Number', 'Employment Status', 'Sexual Orientation', and 'Education' (Client A).
  • A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).
Steps
  1. Access the 'Admission' form.
  2. Verify the 'Select Client' dialog is displayed.
  3. Enter the last name of the client that exists in the managing organization's system in the 'Last Name' field.
  4. Enter the first name of the client that exists in the managing organization's system in the 'First Name' field.
  5. Enter the sex of the client that exists in the managing organization's system in the 'Sex' field.
  6. Click [Search].
  7. Validate a "Search Results" message is displayed stating: No matches found.
  8. Click [OK] and [New Client].
  9. Validate a "Client" message is displayed stating: Auto Assign Next ID Number?
  10. Click [Yes].
  11. Enter the desired date in the 'Preadmit/Admission Date' field.
  12. Enter the desired time in the 'Preadmit/Admission Time' field.
  13. Select any program that is selected in the 'Associated Admission Programs' field in the 'Managing Organization Definition' form in the 'Program' field.
  14. Select the desired value in the 'Type Of Admission' field.
  15. Select desired value in the 'Source Of Admission' field.
  16. Enter "Practitioner A" in the 'Admitting Practitioner' field.
  17. Enter "Practitioner A" in the 'Attending Practitioner' field.
  18. Select the "ProviderConnect Enterprise Identifiers" section.
  19. Click [Add New Item].
  20. Select the defined managing organization in the 'External Organization' field.
  21. Click [Search].
  22. Select the matching client record in the 'Select Matching Client Record' dialog.
  23. Click [OK].
  24. Validate the 'External ID' field contains the client ID for the client in the managing organization's system.
  25. Click [Update Demographics].
  26. Validate an "Information" message is displayed stating: Client Demographics Information Updated.
  27. Click [OK].
  28. Select the "Demographics" section.
  29. Validate demographic fields have been updated to match the managing organizations record.
  30. Validate the 'Education' field contains the value on file in the managing organization's system.
  31. Validate the 'Employment Status' field contains the value on file in the managing organization's system.
  32. Validate the 'Sexual Orientation' field contains the value on file in the managing organization's system.
  33. Select the "Admission" section.
  34. Validate the 'Date of Birth' field contains the value on file in the managing organization's system.
  35. Validate the 'Social Security Number' field contains the value on file in the managing organization's system.
  36. Click [Submit].
  37. Access the 'ProviderConnect Enterprise Action Log'.
  38. Enter the desired date in the 'From Date' and 'Through Date' fields.
  39. Enter the desired time in the 'From Time' and 'Through Time' fields.
  40. Select the desired organization in the 'Managing Organization' field.
  41. Select "PutProgramAdmission" in the 'Action Name' field.
  42. Click [View Action Log].
  43. Verify the 'ProviderConnect Enterprise Action Log' Report is displayed.
  44. Validate the 'ProviderConnect Enterprise Action Log' Report contains a row for the 'PutProgramAdmission' action that was triggered from the 'Admission' form with a result of "Success".
  45. Close the report and the form.
Scenario 2: ProviderConnect Enterprise- Validate the 'PutClient' 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. Update any desired fields.
  3. Click [Submit].
  4. Access the 'ProviderConnect Enterprise Action Log'.
  5. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  6. Enter the desired times in the 'From Time' and 'Through Time' fields.
  7. Select the desired organization in the 'Managing Organization' field.
  8. Select "PutClient" in the 'Action Name' field.
  9. Click [View Action Log].
  10. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  11. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutClient' action that was triggered from the 'Update Client Data' form with a "Success" result.
  12. Close the report and the form.
Topics
• ProviderConnect Enterprise • CareFabric
Update 50 Summary | Details
Avatar CareFabric - Support for future functionality
Scenario 1: Validate adding a new client via the 'PutClient' SDK action
Steps
  • Internal testing only.
Topics
• CareFabric • Update Client Data
Update 51 Summary | Details
The 'TelehealthAppointmentDeleted' message
Scenario 1: Delete an individual appointment and validate the 'AppointmentDeleted' SDK event is raised
Specific Setup:
  • A client has an existing appointment scheduled (Client A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click on the existing appointment and click [Delete].
  3. Click [Yes].
  4. Validate the 'Appointment Grid' no longer contains the appointment.
  5. Click [Dismiss].
  6. Access the 'CareFabric Monitor' form.
  7. Enter the current date in the 'From Date' and 'Through Date' fields.
  8. Enter "Client A" in the 'Client ID' field.
  9. Click [View Activity Log].
  10. Validate the 'CareFabric Monitor Report' contains the 'AppointmentDeleted' message.
  11. Validate the 'TeleHealthAppointmentDeleted' message is not displayed.
  12. Click [Click To View Record].
  13. Validate the 'clientID' - 'id' field contains "Client A's" Client ID.
  14. Validate the 'pertainingToClientEventID' - 'id' field contains "Client A's" episode number.
  15. Close the report and the form.
Topics
• Scheduling Calendar • Delete Appointment • CareFabric Monitor
Update 52 Summary | Details
ProviderConnect Enterprise - 'EhrAssessmentResult' data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Cal-OMS Admission
  • Cal-OMS Annual Update
  • Cal-OMS Discharge
  • CSI Assessment
  • CSI Admission
Scenario 1: ProviderConnect Enterprise - Cal-OMS Admission - Validate the 'PutEhrAssessment' action
Specific Setup:
  • Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be defined for a valid managing organization.
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).
  • Client A's episode must be in a program that has "Yes" selected in the 'Substance Abuse Program (Cal-OMS)' field in the 'Program Maintenance' form.
Steps
  1. Select "Client A" and access the 'Cal-OMS Admission' form.
  2. Select the desired episode in the Pre-Display and click [OK].
  3. Enter "99902" in the 'Social Security Number' field.
  • Accepted values are as follows:
  • "99900" - Client declines to state
  • "99902" - None or not applicable
  • "99904" - Client unable to answer
  • ###-##-#### - Valid 9 digit social security number with dashes.
  1. Populate all required and desired fields.
  2. Click [Submit].
  3. Access the 'ProviderConnect Enterprise Action Log'.
  4. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  5. Enter the desired times in the 'From Time' and 'Through Time' fields.
  6. Select the desired organization in the 'Managing Organization' field.
  7. Select "PutEhrAssessment" in the 'Action Name' field.
  8. Click [View Action Log].
  9. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  10. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'Cal-OMS Admission' form with a "Success" result.
  11. Close the report and the form.
Scenario 2: ProviderConnect Enterprise - Cal-OMS Annual Update - Validate the 'PutEhrAssessment' action
Specific Setup:
  • Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be defined for a valid managing organization.
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).
  • Client A's episode must be in a program that has "Yes" selected in the 'Substance Abuse Program (Cal-OMS)' field in the 'Program Maintenance' form.
  • Client A must have a 'Cal-OMS Admission' filed.
Steps
  1. Select "Client A" and access the 'Cal-OMS Annual Update' form.
  2. Select the desired episode in the Pre-Display and click [OK].
  3. Enter "99900" in the 'Social Security Number' field.
  • Accepted values are as follows:
  • "99900" - Client declines to state
  • "99902" - None or not applicable
  • "99904" - Client unable to answer
  • ###-##-#### - Valid 9 digit social security number with dashes
  1. Populate all required and desired fields.
  2. Click [Submit].
  3. Access the 'ProviderConnect Enterprise Action Log'.
  4. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  5. Enter the desired times in the 'From Time' and 'Through Time' fields.
  6. Select the desired organization in the 'Managing Organization' field.
  7. Select "PutEhrAssessment" in the 'Action Name' field.
  8. Click [View Action Log].
  9. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  10. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'Cal-OMS Annual Update' form with a "Success" result.
  11. Close the report and the form.
Scenario 3: ProviderConnect Enterprise - Cal-OMS Discharge - Validate the 'PutEhrAssessment' action
Specific Setup:
  • Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be defined for a valid managing organization.
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).
  • Client A's episode must be in a program that has "Yes" selected in the 'Substance Abuse Program (Cal-OMS)' field in the 'Program Maintenance' form.
  • Client A must have a 'Cal-OMS Admission' filed.
Steps
  1. Select "Client A" and access the 'Cal-OMS Discharge' form.
  2. Select the desired episode in the Pre-Display and click [OK].
  3. Select "Developmentally Disabled" in the 'Disability' field.
  4. Enter "99904" in the 'Social Security Number' field.
  • Accepted values are as follows:
  • "99900" - Client declines to state
  • "99902" - None or not applicable
  • "99904" - Client unable to answer
  • ###-##-#### - Valid 9 digit social security number with dashes.
  1. Populate all required and desired fields.
  2. Click [Submit].
  3. Access the 'ProviderConnect Enterprise Action Log'.
  4. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  5. Enter the desired times in the 'From Time' and 'Through Time' fields.
  6. Select the desired organization in the 'Managing Organization' field.
  7. Select "PutEhrAssessment" in the 'Action Name' field.
  8. Click [View Action Log].
  9. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  10. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'Cal-OMS Discharge' form with a "Success" result.
  11. Close the report and the form.
Scenario 4: 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 5: 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 6: 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 7: 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 8: 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
• Cal-OMS • ProviderConnect Enterprise • CSI Assessment • Csi Admission
Update 53 Summary | Details
Avatar CareFabric - support for other products and modules
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Family Registration
  • Back Dated Admission/Discharge
  • Discharge
  • Pre Admit
  • Pre Admit Discharge
  • Enrollment Diagnosis
  • Patient Notification
  • Parent/Guardian Information
  • Next Of Kin
  • Behavioral Health Information
  • Care Record Mapping
Scenario 1: Update Client Data - Validate the 'ClientEventPreRegister' SDK event
Specific Setup:
  • The 'ClientEventPreRegister' event must be enabled in the 'CareFabric Management' form and set to "Yes" to show in the 'CareFabric Monitor Report'. Please note: this must be done by a Netsmart Representative.
  • The 'Client Demographics - Additional Fields' registry setting is set to include "Detailed Client Name".
  • The '(981) Race OMB Standards' extended dictionary data element must be defined for values in the '(116) Client Race' dictionary.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Update Client Data' form.
  2. Select the desired value in the 'Suffix' field.
  3. Select the desired value in the 'Prefix' field.
  4. Enter the desired value in the 'Client's Address - Street' field.
  5. Enter the desired value in the 'Client's Address - Zipcode' field.
  6. Enter the desired value in the 'Client's Home Phone' field.
  7. Select the desired value in the 'Marital Status' field.
  8. Select the desired value in the 'Primary Language' field.
  9. Select the desired value in the 'Client Race' field.
  10. Select the desired value in the 'Ethnic Origin' field.
  11. Select the desired value in the 'Religion' field.
  12. Enter the desired value in the 'Alias' field.
  13. Enter the desired value in the 'Client's Email Address' field.
  14. Enter the desired value in the 'Client's Cell Phone' field.
  15. Enter the desired value in the 'Mother's Maiden Name' field.
  16. Enter the desired date in the 'Address Start Date' field.
  17. Click [Submit].
  18. Access the 'CareFabric Monitor' form.
  19. Enter the current date in the 'From Date' and 'Through Date' fields.
  20. Select "Client A" in the 'Client ID' field.
  21. Click [View Activity Log].
  22. Validate an "ClientEventPreRegister" record is displayed.
  23. Click [Click To View Record].
  24. Validate the 'demographics' - 'addresses' field contains the address data filed in the previous steps.
  25. Validate the 'clientName' fields contain the first name, last name, middle name, prefix, and suffix for the client.
  26. Validate the 'demographics' - 'aliases' field contains the 'Alias' filed in the previous steps.
  27. Validate the 'demographics' - 'birthDetails' - 'mothersMaidenName' field contains the 'Mother's Maiden Name' filed in the previous steps.
  28. Validate the 'demographics' - 'ethnicityCode' fields contain the 'Ethnic Origin' filed in the previous steps.
  29. Validate the 'demographics' - 'maritalStatusCode' fields contain the 'Marital Status' filed in the previous steps.
  30. Validate the 'demographics' - 'races' fields contain the 'Client Race' filed in the previous steps.
  31. Validate the 'demographics' - 'religiousAffiliationCode' fields contain the 'Religion' filed in the previous steps.
  32. Validate the 'demographics' - 'socialSecurityNumber' field contains the 'Social Security Number' filed in the previous steps.
  33. Validate the 'demographics' - 'emailAccounts' field contains the 'Client's Email Address' filed in the previous steps.
  34. Validate the 'phoneNumbers' fields contain the 'Client's Home Phone' and 'Client's Cell Phone' filed in the previous steps.
  35. Close the report and the form.
Scenario 2: Admission - Validate the 'ClientEventPreRegister' SDK event
Specific Setup:
  • The 'ClientEventPreRegister' event must be enabled in the 'CareFabric Management' form and set to "Yes" to show in the 'CareFabric Monitor Report'. Please note: this must be done by a Netsmart Representative.
  • The 'Client Demographics - Additional Fields' registry setting is set to include "Detailed Client Name".
  • The '(981) Race OMB Standards' extended dictionary data element must be defined for values in the '(116) Client Race' dictionary.
Steps
  1. Access the 'Admission' form.
  2. Enter the desired value in the 'Last Name' field.
  3. Enter the desired value in the 'First Name' field.
  4. Select the desired value in the 'Sex' field.
  5. Click [Search], [New Client], and [Yes].
  6. Enter the desired date in the 'Date of Birth' field.
  7. Enter the desired date in the 'Preadmit/Admission Date' field.
  8. Enter the desired time in the 'Preadmit/Admission Time' field.
  9. Enter the desired value in the 'Social Security Number' field.
  10. Enter the desired value in the 'Facility Chart Number' field.
  11. Select the desired value in the 'Program' field.
  12. Select the desired value in the 'Type Of Admission' field.
  13. Select the desired value in the 'Source Of Admission' field.
  14. Select the desired practitioner in the 'Admitting Practitioner' field.
  15. Select the desired practitioner in the 'Attending Practitioner' field.
  16. Select the "Demographics" section.
  17. Enter the desired value in the 'Client Middle Name' field.
  18. Select the desired value in the 'Suffix' field.
  19. Select the desired value in the 'Prefix' field.
  20. Enter the desired value in the 'Client's Address - Street' field.
  21. Enter the desired value in the 'Client's Address - Zipcode' field.
  22. Enter the desired value in the 'Client's Home Phone' field.
  23. Select the desired value in the 'Marital Status' field.
  24. Select the desired value in the 'Primary Language' field.
  25. Select the desired value in the 'Client Race' field.
  26. Select the desired value in the 'Ethnic Origin' field.
  27. Select the desired value in the 'Religion' field.
  28. Enter the desired value in the 'Alias' field.
  29. Enter the desired value in the 'Client's Email Address' field.
  30. Enter the desired value in the 'Client's Cell Phone' field.
  31. Enter the desired value in the 'Mother's Maiden Name' field.
  32. Enter the desired date in the 'Address Start Date' field.
  33. Select the "Other Client Data" section.
  34. Select the desired value in the 'Homeless Indicator' field.
  35. Select the desired value in the 'Veteran' field.
  36. Click [Submit].
  37. Access the 'CareFabric Monitor' form.
  38. Enter the current date in the 'From Date' and 'Through Date' fields.
  39. Select "Client A" in the 'Client ID' field.
  40. Click [View Activity Log].
  41. Validate an "ClientEventPreRegister" record is displayed.
  42. Click [Click To View Record].
  43. Validate the 'admissionDate' field contains the 'Preadmit/Admission Date' and 'Preadmit/Admission Time' filed in the previous steps.
  44. Validate the 'admissionTypeCode' - 'code' and 'displayName' contain the 'Type Of Admission' filed in the previous steps.
  45. Validate the 'careTeam' fields contain the 'Admitting Practitioner' and 'Attending Practitioner' filed in the previous steps.
  46. Validate the 'identifications' - 'type' field contains "PATIENT_REGISTRATION_ID" and the corresponding 'value' field contains the 'Facility Chart Number' filed in the previous steps.
  47. Validate the 'programID' - 'id' field contains the 'Program' filed in the previous steps.
  48. Validate the 'sourceOfAdmissionCode' field contains the 'Source Of Admission' filed in the previous steps.
  49. Validate the 'demographics' - 'addresses' field contains the address data filed in the previous steps.
  50. Validate the 'clientName' fields contain the first name, last name, middle name, prefix, and suffix for the client.
  51. Validate the 'demographics' - 'aliases' field contains the 'Alias' filed in the previous steps.
  52. Validate the 'demographics' - 'birthDate' field contains the 'Date Of birth' filed in the previous steps.
  53. Validate the 'demographics' - 'birthDetails' - 'mothersMaidenName' field contains the 'Mother's Maiden Name' filed in the previous steps.
  54. Validate the 'demographics' - 'ethnicityCode' fields contain the 'Ethnic Origin' filed in the previous steps.
  55. Validate the 'demographics' - 'maritalStatusCode' fields contain the 'Marital Status' filed in the previous steps.
  56. Validate the 'demographics' - 'races' fields contain the 'Client Race' filed in the previous steps.
  57. Validate the 'demographics' - 'religiousAffiliationCode' fields contain the 'Religion' filed in the previous steps.
  58. Validate the 'demographics' - 'socialSecurityNumber' field contains the 'Social Security Number' filed in the previous steps.
  59. Validate the 'demographics' - 'veteranStatusCode' fields contain the 'Veteran' value filed in the previous steps.
  60. Validate the 'demographics' - 'emailAccounts' field contains the 'Client's Email Address' filed in the previous steps.
  61. Validate the 'phoneNumbers' fields contain the 'Client's Home Phone' and 'Client's Cell Phone' filed in the previous steps.
  62. Validate the 'hL7Segments' - 'fields' section contains the following segments
  63. fieldNumber' of "15" with the corresponding 'content' as the value filed in 'Attending Practitioner' field in the previous steps.
  64. 'fieldNumber' of "30" with the corresponding 'content' as either "Yes" or "No" depending on the value filed in the 'Homeless Indicator' field in the previous steps.
  65. Close the report and the form.
Scenario 3: Discharge - Validate the 'ClientEventPreRegister' SDK event
Specific Setup:
  • The 'ClientEventPreRegister' event must be enabled in the 'CareFabric Management' form and set to "Yes" to show in the 'CareFabric Monitor Report'. Please note: this must be done by a Netsmart Representative.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Discharge' form.
  2. Enter the desired date in the 'Date Of Discharge' field.
  3. Enter the desired time in the 'Time Of Discharge' field.
  4. Select the desired value in the 'Type Of Discharge' field.
  5. Select the desired practitioner in the 'Discharge Practitioner' field.
  6. Populate any other desired fields.
  7. Click [Submit].
  8. Access the 'CareFabric Monitor' form.
  9. Enter the current date in the 'From Date' and 'Through Date' fields.
  10. Select "Client A" in the 'Client ID' field.
  11. Click [View Activity Log].
  12. Validate an "ClientEventPreRegister" record is displayed.
  13. Click [Click To View Record].
  14. Validate the 'dischargeDate' field contains the 'Date Of Discharge' and 'Time Of Discharge' filed in the previous steps.
  15. Close the report and the form.
Scenario 4: Diagnosis - Validate the 'ClientEventPreRegister' SDK event
Specific Setup:
  • The 'ClientEventPreRegister' event must be enabled in the 'CareFabric Management' form and set to "Yes" to show in the 'CareFabric Monitor Report'. Please note: this must be done by a Netsmart Representative.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Diagnosis' form.
  2. Select the desired value in the 'Type Of Diagnosis' field.
  3. Enter the desired date in the 'Date Of Diagnosis' field.
  4. Enter the desired time in the 'Time Of Diagnosis' field.
  5. Click [New Row].
  6. Select the desired value in the 'Diagnosis Search' field.
  7. Select "Active" in the 'Status' field.
  8. Validate the 'Bill Order' field contains "1".
  9. Validate the 'Ranking' field contains "Primary".
  10. Enter the desired date in the 'Estimated Onset Date' field.
  11. Select the desired practitioner in the 'Diagnosing Practitioner' field.
  12. Enter the desired value in the 'Remarks' field.
  13. Click [Submit] and [No].
  14. Access the 'CareFabric Monitor' form.
  15. Enter the current date in the 'From Date' and 'Through Date' fields.
  16. Select "Client A" in the 'Client ID' field.
  17. Click [View Activity Log].
  18. Validate an "ClientEventPreRegister" record is displayed.
  19. Click [Click To View Record].
  20. Validate the 'currentDiagnoses' - 'billingOrder' field contains "1".
  21. Validate the 'currentDiagnoses' - 'diagnosingProviderID' - 'id' field contains the 'Diagnosing Practitioner' filed in the previous steps.
  22. Validate the 'currentDiagnoses' - 'diagnosisName' field contains the value selected in the 'Diagnosis Search' in the previous steps.
  23. Validate the 'currentDiagnoses' - 'estimatedOnsetDate' field contains the 'Estimated Onset Date' filed in the previous steps.
  24. Validate the 'currentDiagnoses' - 'notes' field contains the 'Remarks' filed in the previous steps.
  25. Validate the 'currentDiagnoses' - 'rankCode' - 'displayName' field contains "Primary".
  26. Validate the 'currentDiagnoses' - 'statusCode' - 'displayName' field contains "Active".
  27. Validate the 'currentDiagnoses' - 'typeCode' - 'displayName' field contains "Update".
  28. Close the report and the form.
Scenario 5: Emergency Contact Information - Validate the 'ClientEventPreRegister' SDK event
Specific Setup:
  • The 'ClientEventPreRegister' event must be enabled in the 'CareFabric Management' form and set to "Yes" to show in the 'CareFabric Monitor Report'. Please note: this must be done by a Netsmart Representative.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Emergency Contact Information' form.
  2. Enter the desired value in the 'Emergency Contact Name' field.
  3. Select the desired value in the 'Emergency Contact Relationship' field.
  4. Enter the desired value in the 'Emergency Contact Phone' field.
  5. Populate any other desired fields.
  6. Click [Submit].
  7. Access the 'CareFabric Monitor' form.
  8. Enter the current date in the 'From Date' and 'Through Date' fields.
  9. Select "Client A" in the 'Client ID' field.
  10. Click [View Activity Log].
  11. Validate an "ClientEventPreRegister" record is displayed.
  12. Click [Click To View Record].
  13. Validate the 'hL7Segments' - 'field' section contains 'fieldNumber' of "19" with the corresponding 'content' as the value filed in the 'Emergency Contact Name' and 'Emergency Contact Phone' fields.
  14. Close the report and the form.
Scenario 6: Parent/Guardian Information - Validate the 'ClientEventPreRegister' SDK event
Specific Setup:
  • The 'ClientEventPreRegister' event must be enabled in the 'CareFabric Management' form and set to "Yes" to include in the 'CareFabric Monitor Report'. Please note: this must be done by a Netsmart Representative.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Parent/Guardian Information' form.
  2. Enter the desired value in the 'Parent Guardian Name' field.
  3. Select the desired value in the 'Parent/Guardian Relationship' field.
  4. Enter the desired value in the 'Parent/Guardian Home Phone' field.
  5. Click [Submit].
  6. Access the 'CareFabric Monitor' form.
  7. Enter the current date in the 'From Date' and 'Through Date' fields.
  8. Select "Client A" in the 'Client ID' field.
  9. Click [View Activity Log].
  10. Validate an "ClientEventPreRegister" record is displayed.
  11. Click [Click To View Record].
  12. Validate the 'hL7Segments' - 'field' section contains 'fieldNumber' of "10" with the corresponding 'content' as the value filed in the 'Parent Guardian Name' and 'Parent/Guardian Home Phone' fields.
  13. Close the report and the form.
Scenario 7: Behavioral Health Information - Validate the 'ClientEventPreRegister' SDK event
Specific Setup:
  • The 'ClientEventPreRegister' event must be enabled in the 'CareFabric Management' form and set to "Yes" to include in the 'CareFabric Monitor Report'. Please note: this must be done by a Netsmart Representative.
  • A modeled form for 'Behavioral Health Information' is defined with the following fields:
  • Assessment Date - 'Date' field type
  • BH Clinic Site Assignment Name - 'Non Scrolling Free Text' field type
  • BH Clinic Site Assignment Phone Number - 'Phone Number' field type
  • COT Expiration Date - 'Date' field type
  • Gravely Disabled - 'Dictionary - Single Response' field type with Yes/No values
  • OHR Advocate Name - 'Name (Last, First Middle)' field type
  • OHR Advocate Phone Number - 'Phone Number' field type
  • Persistently or Acutely Disabled - 'Dictionary - Single Response' field type with Yes/No values
  • Primary Care Provider - 'Name (Last, First Middle)' field type
  • Public Fiduciary - 'Name (Last, First Middle)' field type
  • Public Fiduciary Phone Number - 'Phone Number' field type
  • Behavioral Health Category - 'Dictionary - Single Response'
  • Court Ordered Treatment - 'Dictionary - Single Response' field type with Yes/No values
  • Court Ordered Treatment Date - 'Date' field type
  • Danger To Others - 'Dictionary - Single Response' field type with Yes/No values
  • Danger To Self - 'Dictionary - Single Response' field type with Yes/No values
  • History Of Suicide -'Dictionary - Single Response' field type with Yes/No values
  • Involuntary Commitment - 'Dictionary - Single Response' field type with Yes/No values
  • SMI Level of Care - 'Dictionary - Single Response'
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Care Record Mapping' form.
  2. Select "Behavioral Health Information (29)" in the 'Type of Assessment' field.
  3. Select the "Behavioral Health Information" modeled form in the 'Form To Map' field.
  4. Map each form field defined in the setup steps to the corresponding assessment fields.
  5. Click [Save Mapping] for each individual mapping.
  6. Validate a message is displayed stating: Mapping Saved.
  7. Click [OK] and [Display Mappings for Selected Type of Assessment].
  8. Validate a report is displayed with all the mappings defined.
  9. Close the report and the form.
  10. Select "Client A" and access the 'Behavioral Health Information' form.
  11. Enter the current date in the 'Assessment Date' field.
  12. Enter the desired value in the 'BH Clinic Site Assignment Name' field.
  13. Enter the desired value in the 'BH Clinic Site Assignment Phone Number' field.
  14. Enter the desired date in the 'COT Expiration Date' field.
  15. Select the desired value in the 'Gravely Disabled' field.
  16. Enter the desired value in the 'OHR Advocate Name' field.
  17. Enter the desired value in the 'OHR Advocate Phone Number' field.
  18. Select the desired value in the 'Involuntary Commitment' field.
  19. Select the desired value in the 'Persistently or Acutely Disabled' field.
  20. Enter the desired value in the 'Primary Care Provider' field.
  21. Enter the desired value in the 'Public Fiduciary' field.
  22. Enter the desired value in the 'Public Fiduciary Phone Number' field.
  23. Select the desired value in the 'Behavioral Health Information' field.
  24. Select the desired value in the 'Court Ordered Treatment' field.
  25. Enter the desired date in the 'Court Ordered Treatment Effective Date' field.
  26. Select the desired value in the 'Danger To Others' field.
  27. Select the desired value in the 'Danger To Self' field.
  28. Select the desired value in the 'History Of Suicide' field.
  29. Select the desired value in the 'SMI Level Of Care' field.
  30. Select "Final" in the 'Draft/Final' field.
  31. Click [Submit].
  32. Access the 'CareFabric Monitor' form.
  33. Enter the current date in the 'From Date' and 'Through Date' fields.
  34. Select "Client A" in the 'Client ID' field.
  35. Click [View Activity Log].
  36. Validate an "ClientEventPreRegister" record is displayed.
  37. Click [Click To View Record].
  38. Validate the 'hL7Segments' - 'fields' section contains the following segments
  39. 'fieldNumber' of "5" with the corresponding 'content' as the value filed in the 'COT Expiration Date' field in the previous steps.
  40. 'fieldNumber' of "8" with the corresponding 'content' as the value filed in the 'OHR Advocate Name' and 'OHR Advocate Phone Number' fields in the previous steps.
  41. 'fieldNumber' of "9" with the corresponding 'content' as the value filed in the 'BH Clinic Site Assignment Name' field in the previous steps.
  42. 'fieldNumber' of "16" with the corresponding 'content' as the value filed in the 'Primary Care Provider' field in the previous steps.
  43. 'fieldNumber' of "21" with the corresponding 'content' as the value filed in the 'BH Clinic Site Assignment Phone Number' field in the previous steps.
  44. 'fieldNumber' of "27" with the corresponding 'content' as the value filed in the 'Gravely Disabled' field in the previous steps.
  45. 'fieldNumber' of "28" with the corresponding 'content' as the value filed in the 'Persistently or Acutely Disabled' field in the previous steps.
  46. 'fieldNumber' of "29" with the corresponding 'content' as the value filed in the 'Public Fiduciary' and 'Public Fiduciary Phone Number' fields in the previous steps.
  47. Close the report and the form.
Care Record Mapping - 'Behavioral Health Information' assessment
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Care Record Mapping
  • Behavioral Health Information
Scenario 1: Care Record Mapping - Validate the 'Behavioral Health Information' assessment type
Specific Setup:
  • A modeled form for 'Behavioral Health Information' is defined with the following fields:
  • Draft/Final
  • Assessment Date - 'Date' field type
  • BH Clinic Site Assignment Name - 'Non Scrolling Free Text' field type
  • BH Clinic Site Assignment Phone Number - 'Phone Number' field type
  • COT Expiration Date - 'Date' field type
  • Gravely Disabled - 'Dictionary - Single Response' field type with Yes/No values
  • OHR Advocate Name - 'Name (Last, First Middle)' field type
  • OHR Advocate Phone Number - 'Phone Number' field type
  • Persistently or Acutely Disabled - 'Dictionary - Single Response' field type with Yes/No values
  • Primary Care Provider - 'Name (Last, First Middle)' field type
  • Public Fiduciary - 'Name (Last, First Middle)' field type
  • Public Fiduciary Phone Number - 'Phone Number' field type
  • Behavioral Health Category - 'Dictionary - Single Response'
  • Court Ordered Treatment - 'Dictionary - Single Response' field type with Yes/No values
  • Court Ordered Treatment Effective Date - 'Date' field type
  • Danger To Others - 'Dictionary - Single Response' field type with Yes/No values
  • Danger To Self - 'Dictionary - Single Response' field type with Yes/No values
  • History Of Suicide -'Dictionary - Single Response' field type with Yes/No values
  • Involuntary Commitment - 'Dictionary - Single Response' field type with Yes/No values
  • SMI Level of Care - 'Dictionary - Single Response'
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Care Record Mapping' form.
  2. Select "Behavioral Health Information (29)" in the 'Type of Assessment' field.
  3. Select the "Behavioral Health Information" modeled form in the 'Form To Map' field.
  4. Map each form field defined in the setup steps to the corresponding assessment fields.
  5. Click [Save Mapping] for each individual mapping.
  6. Validate a message is displayed stating: Mapping Saved.
  7. Click [OK] and [Display Mappings for Selected Type of Assessment].
  8. Validate a report is displayed with all the mappings defined.
  9. Close the report and the form.
  10. Select "Client A" and access the 'Behavioral Health Information' form.
  11. Enter the current date in the 'Assessment Date' field.
  12. Enter the desired value in the 'BH Clinic Site Assignment Name' field.
  13. Enter the desired value in the 'BH Clinic Site Assignment Phone Number' field.
  14. Enter the desired date in the 'COT Expiration Date' field.
  15. Select the desired value in the 'Gravely Disabled' field.
  16. Enter the desired value in the 'OHR Advocate Name' field.
  17. Enter the desired value in the 'OHR Advocate Phone Number' field.
  18. Select the desired value in the 'Involuntary Commitment' field.
  19. Select the desired value in the 'Persistently or Acutely Disabled' field.
  20. Enter the desired value in the 'Primary Care Provider' field.
  21. Enter the desired value in the 'Public Fiduciary' field.
  22. Enter the desired value in the 'Public Fiduciary Phone Number' field.
  23. Select the desired value in the 'Behavioral Health Information' field.
  24. Select the desired value in the 'Court Ordered Treatment' field.
  25. Enter the desired date in the 'Court Ordered Treatment Effective Date' field.
  26. Select the desired value in the 'Danger To Others' field.
  27. Select the desired value in the 'Danger To Self' field.
  28. Select the desired value in the 'History Of Suicide' field.
  29. Select the desired value in the 'SMI Level Of Care' field.
  30. Select "Draft" in the 'Draft/Final' field.
  31. Click [Submit].
  32. Access the 'CareFabric Monitor' form.
  33. Enter the current date in the 'From Date' and 'Through Date' fields.
  34. Select "Client A" in the 'Client ID' field.
  35. Click [View Activity Log].
  36. Validate an "EhrAssessmentResultCreated" record is displayed.
  37. Click [Click To View Record].
  38. Validate the 'assessmentDate' field contains the current date.
  39. Validate the 'assessmentTypeCode' - 'code' field contains "29".
  40. Validate the 'assessmentTypeCode' - 'displayName' field contains "Behavioral Health Information".
  41. Validate the 'clientID' - 'id' field contains "Client A".
  42. Validate each field within the form displays as a 'categoryIdentifier' under the 'assessmentScoringID' section.
  43. Validate each value filed within the form displays as a 'score' under the associated 'categoryIdentifier' under the 'assessmentScoringID' section.
  44. Close the report and the form.
  45. Select "Client A" and access the 'Behavioral Health Information' form.
  46. Select the record filed in the previous steps and click [Edit].
  47. Validate all previously filed data is displayed.
  48. Update any desired fields.
  49. Select "Final" in the 'Draft/Final' field.
  50. Click [Submit].
  51. Access the 'CareFabric Monitor' form.
  52. Enter the current date in the 'From Date' and 'Through Date' fields.
  53. Select "Client A" in the 'Client ID' field.
  54. Click [View Activity Log].
  55. Validate an "EhrAssessmentResultUpdated" record is displayed.
  56. Click [Click To View Record].
  57. Validate the data updated in the previous steps displays as expected.
  58. Close the report and the form.
Topics
• CareFabric Monitor • Update Client Data • Admission • Discharge • Diagnosis • Emergency Contact • Care Record Mapping
Update 55 Summary | Details
Avatar CareFabric - Support for future functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Form - Scheduling Calendar - Warning Same Day Existing Appointment
Scenario 1: Scheduling Calendar - Add/Edit Appointment
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter the desired service code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select the desired value in the 'Episode Number' field.
  6. Populate any other required and desired fields.
  7. Click [Submit].
  8. Right click on the appointment created in the previous steps.
  9. Click [Details/Edit].
  10. Enter any new value in the 'Duration' field.
  11. Click [Submit].
  12. Validate the appointment displays with the updated duration.
  13. Click [Dismiss].
Topics
• Scheduling Calendar
Update 56 Summary | Details
Added ability for users to Review an amended laboratory result in Medical Note.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Launch OrderConnect
  • Lab Order Results
  • Medical Note
  • Results Entry - Results Details - Select Result
  • HomeviewClinician
  • HomeView.myDay
  • Here is what I found:
Scenario 1: Avatar NX -Validate amended lab results display properly in the 'Lab Results' section of Medical Note and OE Console when the results are amended after Clinical and Client Reviews have been completed
Specific Setup:
  • Facility must have the ability to receive an electronic laboratory result.
  • Facility must have the ability receive an amended electronic laboratory result.
  • Facility must have a laboratory wiling to send a test rest and an amended result.
  • User must have the ability to view results, clinically review results, and review results with the client.
Steps
  1. Log into myAvatar.
  2. Navigate to the 'Medical Note'
  3. Validate the presence of an existing laboratory result.
  4. Expand the result item.
  5. Validate result items are correct.
  6. Click [Review] and complete the 'Clinical Review'.
  7. Check the 'Mark as Client Reviewed' checkbox.
  8. Click [Save].
  9. Validate that the result now appears in the ' Reviewed Lab Results' section of the 'Medical Note'.
  10. Return to the myAvatar 'Home' screen.
  11. Have the laboratory send an updated/amended result.
  12. Navigate back to the 'Medical Note'
  13. Refresh the 'Medical Note'.
  14. Validate that the result now appears in the 'Results Pending Review' section of the 'Medical Note'.
  15. Expand the result item.
  16. Validate the the amended laboratory result fields are correct.
  17. Click [Review] and complete the 'Clinical Review'.
  18. Check the 'Mark as Client Reviewed' checkbox.
  19. Click [Save].
  20. Validate that the result now appears in the ' Reviewed Lab Results' section of the 'Medical Note'.
Topics
• Results • ListLaboratoryResult
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 59 Summary | Details
Avatar CareFabric - support for other products and modules
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Vitals Entry
Scenario 1: Vitals Entry - Validate the 'ObservationResourceCreated', 'ObservationResourceUpdated', and 'ObservationResourceDeleted' SDK events
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select "Add" in the 'Update Vital Sign' field.
  3. Enter the current date in the 'Date' field.
  4. Enter the current time in the 'Time' field.
  5. Enter the desired value in the 'Blood Pressure - Systolic' and 'Blood Pressure - Diastolic' fields.
  6. Select the desired value in the 'Position' field.
  7. Click [Submit] and close the form.
  8. Access the 'CareFabric Monitor' form.
  9. Enter the current date in the 'From Date' and 'Through Date' fields.
  10. Select "Client A" in the 'Client ID' field.
  11. Click [View Activity Log].
  12. Validate an "ObservationResourceCreated" record is displayed for "Client A". Note: this record will be triggered for each individual vital sign that is created.
  13. Click [Click To View Record].
  14. Validate the 'categoryCode' - 'code' field contains "vital_signs".
  15. Validate the 'clientID' - 'id' field contains the ID for "Client A".
  16. Validate the 'Diastolic Blood Pressure' and 'Systolic Blood Pressure' values are displayed as expected.
  17. Validate the 'effectiveDateRange' - 'fromDate' field contains the date/time entered in 'Vitals Entry'.
  18. Validate the 'issuedDate' field contains the date/time entered in 'Vitals Entry'.
  19. Validate the 'observationResourceID' - 'id' field contains a unique identifier such as "vital-signs||18||20231205131800166813,65956.521||BloodPressure1".
  20. Validate the 'statusCode' - 'code' field contains "final".
  21. Validate the 'subject' field contains the ID for "Client A".
  22. Close the report and the form.
  23. Select "Client A" and access the 'Vitals Entry' form.
  24. Select "Edit" in the 'Update Vital Sign' field.
  25. Click [Select Vital Sign].
  26. Select the vitals filed in the previous steps and click [OK].
  27. Enter any new value in the 'Blood Pressure - Systolic' and 'Blood Pressure - Diastolic' fields.
  28. Click [Submit] and close the form.
  29. Access the 'CareFabric Monitor' form.
  30. Enter the current date in the 'From Date' and 'Through Date' fields.
  31. Select "Client A" in the 'Client ID' field.
  32. Click [View Activity Log].
  33. Validate an "ObservationResourceUpdated" record is displayed for "Client A". Note: this record will be triggered for each individual vital sign that is updated.
  34. Validate the updated 'Diastolic Blood Pressure' and 'Systolic Blood Pressure' values are displayed as expected.
  35. Close the report and the form.
  36. Select "Client A" and access the 'Vitals Entry' form.
  37. Select "Delete" in the 'Update Vital Sign' field.
  38. Click [Select Vital Sign].
  39. Select the vitals filed in the previous steps and click [OK].
  40. Validate the previously filed vitals are displayed and fields are disabled.
  41. Click [Submit].
  42. Validate a message is displayed stating: Are you sure you wish to delete this row?
  43. Click [Yes].
  44. Validate a message is displayed stating: Deleted.
  45. Click [OK] and close the form.
  46. Access the 'CareFabric Monitor' form.
  47. Enter the current date in the 'From Date' and 'Through Date' fields.
  48. Select "Client A" in the 'Client ID' field.
  49. Click [View Activity Log].
  50. Validate an "ObservationResourceDeleted" record is displayed for "Client A". Note: this record will be triggered for each individual vital sign that is deleted.
  51. Validate the 'statusCode' - 'code' field contains "cancelled".
  52. Close the report and the form.
  53. Repeat as needed for additional types of vital signs.
Scenario 2: Smoking Status - Validate the 'ObservationResourceCreated' SDK event
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Update Client Data' form.
  2. Select the desired value in the 'Smoker' field.
  3. Enter the desired date in the 'Smoking Status Assessment Date' field.
  4. Click [Submit].
  5. Access the 'CareFabric Monitor' form.
  6. Enter the current date in the 'From Date' and 'Through Date' fields.
  7. Select "Client A" in the 'Client ID' field.
  8. Click [View Activity Log].
  9. Validate a "ObservationResourceCreated" message is displayed.
  10. Click [Click to View Record].
  11. Validate the 'categoryCode' - 'code' field contains "social-history".
  12. Validate the 'clientID' - 'id' field contains the ID for "Client A".
  13. Validate the 'code' field contains "72166-2".
  14. Validate the 'code' - 'codeSystem' field contains "2.16.840.1.113883.6.1".
  15. Validate the 'code' - 'codeSystemName' field contains "LOINC".
  16. Validate the 'code' - 'displayName' field contains "Tobacco smoking status".
  17. Validate the 'effectiveDateRange' - 'fromDate' field contains the 'Smoking Status Assessment Date'.
  18. Validate the 'issuedDate' field contains the 'Smoking Status Assessment Date'.
  19. Validate the 'observationResourceID' - 'id' field contains a unique identifier such as "social-history||18||MPI66813.002||SmokingStatus".
  20. Validate the 'statusCode' - 'code' field contains "final".
  21. Validate the 'subject' field contains the ID for "Client A".
  22. Validate the 'value' field contains the smoking status code filed in the previous steps.
  23. Close the report and the form.
Scenario 3: Sexual Orientation - Validate the 'ObservationResourceCreated' SDK event
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Update Client Data' form.
  2. Select the desired value in the 'Sexual Orientation' field.
  3. Click [Submit].
  4. Access the 'CareFabric Monitor' form.
  5. Enter the current date in the 'From Date' and 'Through Date' fields.
  6. Select "Client A" in the 'Client ID' field.
  7. Click [View Activity Log].
  8. Validate a "ObservationResourceCreated" message is displayed.
  9. Click [Click to View Record].
  10. Validate the 'categoryCode' - 'code' field contains "social-history".
  11. Validate the 'clientID' - 'id' field contains the ID for "Client A".
  12. Validate the 'code' field contains "76690-7".
  13. Validate the 'code' - 'codeSystem' field contains "2.16.840.1.113883.6.1".
  14. Validate the 'code' - 'codeSystemName' field contains "LOINC".
  15. Validate the 'code' - 'displayName' field contains "Sexual Orientation".
  16. Validate the 'effectiveDateRange' - 'fromDate' field contains the current date.
  17. Validate the 'issuedDate' field contains the current date.
  18. Validate the 'observationResourceID' - 'id' field contains a unique identifier such as "social-history||18||MPI66813.001||SexualOrientation".
  19. Validate the 'statusCode' - 'code' field contains "final".
  20. Validate the 'subject' field contains the ID for "Client A".
  21. Validate the 'value' field contains the sexual orientation code filed in the previous steps.
  22. Close the report and the form.
Topics
• Vitals • CareFabric Monitor • Update Client Data
Update 60 Summary | Details
Scheduling Calendar - TeleHealth appointment events Time Zone Offset
Scenario 1: Schedule a TeleHealth appointment with a TeleHealth service code and validate the TeleHealthAppointmentCreated/Updated/Deleted SDK events
Specific Setup:
  • A service code must be defined as a "Telehealth Service" in the 'Service Codes' form.
  • A client is enrolled in an existing episode and has a phone number and email filed (Client A).
  • A user is defined in 'User Definition' that has the following: "TeleHealth" selected in the 'Netsmart Mobile App Access' field, "System Admin" selected in the 'Netsmart Mobile App User Role' field, an email filed in the 'Organizational Email Address' field, and an associated staff member that has hours for scheduling.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter the TeleHealth Service Code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select a non-TeleHealth location in the 'Location' field.
  6. Click [Submit].
  7. Validate the 'Appointment Grid' contains the new appointment.
  8. Click [Dismiss].
  9. Access the 'CareFabric Monitor' form.
  10. Enter the current date in the 'From Date' and 'Through Date' fields.
  11. Enter "TeleHealthAppointmentCreated" in the 'Event/Action Search' field.
  12. Click [View Activity Log].
  13. Validate the 'CareFabric Monitor Report' field contains a "TeleHealthAppointmentCreated" record.
  14. Click [Click To View Record].
  15. Validate the 'isReoccuringAppointment" contains "IsFalse".
  16. Validate the 'appointmentDateRange' - 'fromDate' field contains the appointment start date/time.
  17. Validate the 'appointmentDateRange' - 'toDate' field contains the appointment end date/time.
  18. Validate the 'participants' - 'email' field contains "Client A's" email.
  19. Validate the 'participantID' - 'id' field contains "Client A's" ID.
  20. Validate the 'participantName' field contains "Client A's" name in the format of LAST,FIRST.
  21. Validate the 'phoneNumber' field contains "Client A's" phone number.
  22. Validate the 'typeCode' - 'code' field contains "CLIENT".
  23. Validate the 'typeCode' - 'isActive' field contains "true".
  24. Validate the 'programCode' - 'code' field contains "Client A's" program code.
  25. Validate the 'programCode' - 'displayName' field contains "Client A's" program.
  26. Validate the 'programCode' - 'isActive' field contains "true".
  27. Validate the 'serviceCode' - 'code' field contains the TeleHealth service code used.
  28. Validate the 'serviceCode' - 'displayName' field contains the name of the TeleHealth service code used.
  29. Validate the 'serviceCode' - 'isActive' field contains "true".
  30. Validate the 'teleHealthAppointmentID' - 'id' field contains unique id for the appointment.
  31. Validate the 'teleHealthProviderIDs' - 'humanReadableValue' field contains the TeleHealth Provider ID.
  32. Validate the 'teleHealthProviderIDs' - 'id' field contains the email associated to the TeleHealth Provider.
  33. Close the report and the form.
  34. Access the 'Scheduling Calendar' form.
  35. Right click on the appointment for "Client A".
  36. Click [Details/Edit].
  37. Enter any new value in the 'Duration' field.
  38. Click [Submit].
  39. Validate the 'Appointment Grid' field contains the appointment for "Client A" with the updated duration.
  40. Click [Dismiss].
  41. Access the 'CareFabric Monitor' form.
  42. Enter the current date in the 'From Date' and 'Through Date' fields.
  43. Enter "TeleHealthAppointmentUpdated" in the 'Event/Action Search' field.
  44. Click [View Activity Log].
  45. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentUpdated" record.
  46. Click [Click To View Record].
  47. Validate the 'isReoccuringAppointment" contains "IsFalse".
  48. Validate the 'appointmentDateRange' - 'fromDate' field reflects the updated appointment duration.
  49. Validate the 'appointmentDateRange' - 'toDate' field reflects the updated appointment duration.
  50. Close the report and the form.
  51. Access the 'Scheduling Calendar' form.
  52. Right click on the appointment for "Client A".
  53. Click [Delete] and [Yes].
  54. Validate the 'Appointment Grid' no longer contains the appointment for "Client A".
  55. Click [Dismiss].
  56. Access the 'CareFabric Monitor' form.
  57. Enter the current date in the 'From Date' and 'Through Date' fields.
  58. Enter "TeleHealthAppointmentDeleted" in the 'Event/Action Search' field.
  59. Click [View Activity Log].
  60. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentDeleted" record.
  61. Click [Click To View Record].
  62. Validate the 'isReoccuringAppointment" contains "IsFalse".
  63. Validate the 'appointmentDateRange' field contains "null".
  64. Validate the 'participants' field contains "[ ]".
  65. Validate the 'programCode' field contains "null".
  66. Validate the 'serviceCode' field contains "null".
  67. Validate the 'teleHealthAppointmentID' - 'humanReadableValue' field contains "null".
  68. Validate the 'teleHealthAppointmentID' - 'id' field contains the unique id for the appointment.
  69. Validate the 'teleHealthProviderIDs' field contains "[ ]".
  70. Close the report and the form.
  71. Open the "Update Client Data" form for [Client A].
  72. Select a time zone that doesn't respect Daylight Savings Time from the "Time Zone for Appointment Reminders" drop down.
  73. Submit the form to file the data.
  74. Open the "Scheduling Calendar".
  75. Add a new appointment for a telehealth service for [Client A].
  76. The appointment should be a recurring appointment.
  77. The client should be set up for telehealth.
  78. Submit to file the appointment.
  79. Open the "Carefabric Monitor" form.
  80. Enter the current date in the 'From Date' and 'Through Date' fields.
  81. Enter "TeleHealthAppointmentCreated" in the 'Event/Action Search' field.
  82. Click [View Activity Log].
  83. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentCreated" record for each recurrence of the appointment. .
  84. Click [Click To View Record].
  85. Validate the 'toDate" property reflects the date/time of the event firing is not adjusted for Daylight Savings Time.
  86. Validate the 'participants" object contains "timeZoneCode" property.
  87. Validate the code is equal to the time zone offset value (e.g. -10:00).
  88. Validate the 'displayName is equal to the time zone value selected in "Update Client Data" form.
  89. Validate the 'frequency' property field contains the value entered in the "Recurrence Schedule" field of the "Add Appointment" function in "Scheduling Calendar".
  90. Validate the 'recurrenceInfo' field contains a 'SeriesID' property.
  91. Note the value of the 'id' property. .
  92. Open the "Update Client Data" form for [Client A]..
  93. Change the client's time zone to one that respects Daylight Savings Time.
  94. Open the "Scheduling Calendar".
  95. Add a new appointment for a telehealth service for [Client A].
  96. The appointment should be a recurring appointment.
  97. The client should be set up for telehealth.
  98. Submit to file the appointment.
  99. Open the "Carefabric Monitor" form.
  100. Enter the current date in the 'From Date' and 'Through Date' fields.
  101. Enter "TeleHealthAppointmentCreated" in the 'Event/Action Search' field.
  102. Click [View Activity Log].
  103. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentCreated" record for each recurrence of the appointment. .
  104. Click [Click To View Record].
  105. Validate the 'toDate" property reflects the date/time of the event firing is adjusted by Daylight Savings Time.
  106. Validate the 'participants" object contains "timeZoneCode" property.
  107. Validate the code is equal to the time zone offset value (e.g. -10:00).
  108. Validate the 'displayName is equal to the time zone value selected in "Update Client Data" form.
  109. Validate the 'frequency' property field contains the value entered in the "Recurrence Schedule" field of the "Add Appointment" function in "Scheduling Calendar".
  110. Validate the 'recurrenceInfo' field contains a 'SeriesID' property.
  111. Note the value of the 'id' property. .
  112. Repeat all steps in 10-12 for all appointments in the series.
Scenario 2: Schedule a TeleHealth appointment with a TeleHealth location and validate the TeleHealthAppointmentCreated/Updated/Deleted SDK events
Specific Setup:
  • The 'Enable Telehealth integration at location level' registry setting is set to "Y".
  • A location must be defined as a "TeleHealth Location" in the 'Dictionary Update' form.
  • A client is enrolled in an existing episode and has a phone number and email filed (Client A).
  • A user is defined in 'User Definition' that has the following: "TeleHealth" selected in the 'Netsmart Mobile App Access' field, "System Admin" selected in the 'Netsmart Mobile App User Role' field, an email filed in the 'Organizational Email Address' field, and an associated staff member that has hours for scheduling.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter a non-TeleHealth service code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select the TeleHealth Location in the 'Location' field.
  6. Click [Submit].
  7. Validate the 'Appointment Grid' contains the new appointment.
  8. Click [Dismiss].
  9. Access the 'CareFabric Monitor' form.
  10. Enter the current date in the 'From Date' and 'Through Date' fields.
  11. Enter "TeleHealthAppointmentCreated" in the 'Event/Action Search' field.
  12. Click [View Activity Log].
  13. Validate the 'CareFabric Monitor Report' field contains a "TeleHealthAppointmentCreated" record.
  14. Click [Click To View Record].
  15. Validate the 'isReoccuringAppointment" contains "IsFalse".
  16. Validate the 'appointmentDateRange' - 'fromDate' field contains the appointment start date/time.
  17. Validate the 'appointmentDateRange' - 'toDate' field contains the appointment end date/time.
  18. Validate the 'participants' - 'email' field contains "Client A's" email.
  19. Validate the 'participantID' - 'id' field contains "Client A's" ID.
  20. Validate the 'participantName' field contains "Client A's" name in the format of LAST,FIRST.
  21. Validate the 'phoneNumber' field contains "Client A's" phone number.
  22. Validate the 'typeCode' - 'code' field contains "CLIENT".
  23. Validate the 'typeCode' - 'isActive' field contains "true".
  24. Validate the 'programCode' - 'code' field contains "Client A's" program code.
  25. Validate the 'programCode' - 'displayName' field contains "Client A's" program.
  26. Validate the 'programCode' - 'isActive' field contains "true".
  27. Validate the 'serviceCode' - 'code' field contains the service code used.
  28. Validate the 'serviceCode' - 'displayName' field contains the name of the service code used.
  29. Validate the 'serviceCode' - 'isActive' field contains "true".
  30. Validate the 'teleHealthAppointmentID' - 'id' field contains unique id for the appointment.
  31. Validate the 'teleHealthProviderIDs' - 'humanReadableValue' field contains the TeleHealth Provider ID.
  32. Validate the 'teleHealthProviderIDs' - 'id' field contains the email associated to the TeleHealth Provider.
  33. Close the report and the form.
  34. Access the 'Scheduling Calendar' form.
  35. Right click on the appointment for "Client A".
  36. Click [Details/Edit].
  37. Enter any new value in the 'Duration' field.
  38. Click [Submit].
  39. Validate the 'Appointment Grid' field contains the appointment for "Client A" with the updated duration.
  40. Click [Dismiss].
  41. Access the 'CareFabric Monitor' form.
  42. Enter the current date in the 'From Date' and 'Through Date' fields.
  43. Enter "TeleHealthAppointmentUpdated" in the 'Event/Action Search' field.
  44. Click [View Activity Log].
  45. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentUpdated" record.
  46. Click [Click To View Record].
  47. Validate the 'isReoccuringAppointment" contains "Isfalse".
  48. Validate the 'appointmentDateRange' - 'fromDate' field reflects the updated appointment duration.
  49. Validate the 'appointmentDateRange' - 'toDate' field reflects the updated appointment duration.
  50. Close the report and the form.
  51. Access the 'Scheduling Calendar' form.
  52. Right click on the appointment for "Client A".
  53. Click [Delete] and [Yes].
  54. Validate the 'Appointment Grid' no longer contains the appointment for "Client A".
  55. Click [Dismiss].
  56. Access the 'CareFabric Monitor' form.
  57. Enter the current date in the 'From Date' and 'Through Date' fields.
  58. Enter "TeleHealthAppointmentDeleted" in the 'Event/Action Search' field.
  59. Click [View Activity Log].
  60. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentDeleted" record.
  61. Click [Click To View Record].
  62. Validate the 'isReoccuringAppointment" contains "IsFalse".
  63. Validate the 'appointmentDateRange' field contains "null".
  64. Validate the 'participants' field contains "[ ]".
  65. Validate the 'programCode' field contains "null".
  66. Validate the 'serviceCode' field contains "null".
  67. Validate the 'teleHealthAppointmentID' - 'humanReadableValue' field contains "null".
  68. Validate the 'teleHealthAppointmentID' - 'id' field contains the unique id for the appointment.
  69. Validate the 'teleHealthProviderIDs' field contains "[ ]".
  70. Close the report and the form.
  71. Open the "Update Client Data" form for [Client A].
  72. Select a time zone that doesn't respect Daylight Savings Time from the "Time Zone for Appointment Reminders" drop down.
  73. Submit the form to file the data.
  74. Open the "Scheduling Calendar".
  75. Add a new appointment for a telehealth service for [Client A].
  76. The appointment should be a recurring appointment.
  77. The client should be set up for telehealth.
  78. Submit to file the appointment.
  79. Open the "Carefabric Monitor" form.
  80. Enter the current date in the 'From Date' and 'Through Date' fields.
  81. Enter "TeleHealthAppointmentCreated" in the 'Event/Action Search' field.
  82. Click [View Activity Log].
  83. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentCreated" record for each recurrence of the appointment. .
  84. Click [Click To View Record].
  85. Validate the 'toDate" property reflects the date/time of the event firing is not adjusted for Daylight Savings Time.
  86. Validate the 'participants" object contains "timeZoneCode" property.
  87. Validate the code is equal to the time zone offset value (e.g. -10:00).
  88. Validate the 'displayName is equal to the time zone value selected in "Update Client Data" form.
  89. Validate the 'frequency' property field contains the value entered in the "Recurrence Schedule" field of the "Add Appointment" function in "Scheduling Calendar".
  90. Validate the 'recurrenceInfo' field contains a 'SeriesID' property.
  91. Note the value of the 'id' property. .
  92. Open the "Update Client Data" form for [Client A].
  93. Change the client's time zone to one that respects Daylight Savings Time.
  94. Open the "Scheduling Calendar".
  95. Add a new appointment for a telehealth service for [Client A].
  96. The appointment should be a recurring appointment.
  97. The client should be set up for telehealth.
  98. Submit to file the appointment.
  99. Open the "Carefabric Monitor" form.
  100. Enter the current date in the 'From Date' and 'Through Date' fields.
  101. Enter "TeleHealthAppointmentCreated" in the 'Event/Action Search' field.
  102. Click [View Activity Log].
  103. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentCreated" record for each recurrence of the appointment. .
  104. Click [Click To View Record].
  105. Validate the 'toDate" property reflects the date/time of the event firing is adjusted by Daylight Savings Time.
  106. Validate the 'participants" object contains "timeZoneCode" property.
  107. Validate the code is equal to the time zone offset value (e.g. -10:00).
  108. Validate the 'displayName is equal to the time zone value selected in "Update Client Data" form.
  109. Validate the 'frequency' property field contains the value entered in the "Recurrence Schedule" field of the "Add Appointment" function in "Scheduling Calendar".
  110. Validate the 'recurrenceInfo' field contains a 'SeriesID' property.
  111. Note the value of the 'id' property. .
  112. Repeat all steps in 10-12 for all appointments in the series.
Scheduling Calendar - Telehealth Appointment Recurrence information
Scenario 1: Schedule a TeleHealth appointment with a TeleHealth service code and validate the TeleHealthAppointmentCreated/Updated/Deleted SDK events
Specific Setup:
  • A service code must be defined as a "Telehealth Service" in the 'Service Codes' form.
  • A client is enrolled in an existing episode and has a phone number and email filed (Client A).
  • A user is defined in 'User Definition' that has the following: "TeleHealth" selected in the 'Netsmart Mobile App Access' field, "System Admin" selected in the 'Netsmart Mobile App User Role' field, an email filed in the 'Organizational Email Address' field, and an associated staff member that has hours for scheduling.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter the TeleHealth Service Code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select a non-TeleHealth location in the 'Location' field.
  6. Click [Submit].
  7. Validate the 'Appointment Grid' contains the new appointment.
  8. Click [Dismiss].
  9. Access the 'CareFabric Monitor' form.
  10. Enter the current date in the 'From Date' and 'Through Date' fields.
  11. Enter "TeleHealthAppointmentCreated" in the 'Event/Action Search' field.
  12. Click [View Activity Log].
  13. Validate the 'CareFabric Monitor Report' field contains a "TeleHealthAppointmentCreated" record.
  14. Click [Click To View Record].
  15. Validate the 'isReoccuringAppointment" contains "IsFalse".
  16. Validate the 'appointmentDateRange' - 'fromDate' field contains the appointment start date/time.
  17. Validate the 'appointmentDateRange' - 'toDate' field contains the appointment end date/time.
  18. Validate the 'participants' - 'email' field contains "Client A's" email.
  19. Validate the 'participantID' - 'id' field contains "Client A's" ID.
  20. Validate the 'participantName' field contains "Client A's" name in the format of LAST,FIRST.
  21. Validate the 'phoneNumber' field contains "Client A's" phone number.
  22. Validate the 'typeCode' - 'code' field contains "CLIENT".
  23. Validate the 'typeCode' - 'isActive' field contains "true".
  24. Validate the 'programCode' - 'code' field contains "Client A's" program code.
  25. Validate the 'programCode' - 'displayName' field contains "Client A's" program.
  26. Validate the 'programCode' - 'isActive' field contains "true".
  27. Validate the 'serviceCode' - 'code' field contains the TeleHealth service code used.
  28. Validate the 'serviceCode' - 'displayName' field contains the name of the TeleHealth service code used.
  29. Validate the 'serviceCode' - 'isActive' field contains "true".
  30. Validate the 'teleHealthAppointmentID' - 'id' field contains unique id for the appointment.
  31. Validate the 'teleHealthProviderIDs' - 'humanReadableValue' field contains the TeleHealth Provider ID.
  32. Validate the 'teleHealthProviderIDs' - 'id' field contains the email associated to the TeleHealth Provider.
  33. Close the report and the form.
  34. Access the 'Scheduling Calendar' form.
  35. Right click on the appointment for "Client A".
  36. Click [Details/Edit].
  37. Enter any new value in the 'Duration' field.
  38. Click [Submit].
  39. Validate the 'Appointment Grid' field contains the appointment for "Client A" with the updated duration.
  40. Click [Dismiss].
  41. Access the 'CareFabric Monitor' form.
  42. Enter the current date in the 'From Date' and 'Through Date' fields.
  43. Enter "TeleHealthAppointmentUpdated" in the 'Event/Action Search' field.
  44. Click [View Activity Log].
  45. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentUpdated" record.
  46. Click [Click To View Record].
  47. Validate the 'isReoccuringAppointment" contains "IsFalse".
  48. Validate the 'appointmentDateRange' - 'fromDate' field reflects the updated appointment duration.
  49. Validate the 'appointmentDateRange' - 'toDate' field reflects the updated appointment duration.
  50. Close the report and the form.
  51. Access the 'Scheduling Calendar' form.
  52. Right click on the appointment for "Client A".
  53. Click [Delete] and [Yes].
  54. Validate the 'Appointment Grid' no longer contains the appointment for "Client A".
  55. Click [Dismiss].
  56. Access the 'CareFabric Monitor' form.
  57. Enter the current date in the 'From Date' and 'Through Date' fields.
  58. Enter "TeleHealthAppointmentDeleted" in the 'Event/Action Search' field.
  59. Click [View Activity Log].
  60. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentDeleted" record.
  61. Click [Click To View Record].
  62. Validate the 'isReoccuringAppointment" contains "IsFalse".
  63. Validate the 'appointmentDateRange' field contains "null".
  64. Validate the 'participants' field contains "[ ]".
  65. Validate the 'programCode' field contains "null".
  66. Validate the 'serviceCode' field contains "null".
  67. Validate the 'teleHealthAppointmentID' - 'humanReadableValue' field contains "null".
  68. Validate the 'teleHealthAppointmentID' - 'id' field contains the unique id for the appointment.
  69. Validate the 'teleHealthProviderIDs' field contains "[ ]".
  70. Close the report and the form.
  71. Open the "Update Client Data" form for [Client A].
  72. Select a time zone that doesn't respect Daylight Savings Time from the "Time Zone for Appointment Reminders" drop down.
  73. Submit the form to file the data.
  74. Open the "Scheduling Calendar".
  75. Add a new appointment for a telehealth service for [Client A].
  76. The appointment should be a recurring appointment.
  77. The client should be set up for telehealth.
  78. Submit to file the appointment.
  79. Open the "Carefabric Monitor" form.
  80. Enter the current date in the 'From Date' and 'Through Date' fields.
  81. Enter "TeleHealthAppointmentCreated" in the 'Event/Action Search' field.
  82. Click [View Activity Log].
  83. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentCreated" record for each recurrence of the appointment. .
  84. Click [Click To View Record].
  85. Validate the 'toDate" property reflects the date/time of the event firing is not adjusted for Daylight Savings Time.
  86. Validate the 'participants" object contains "timeZoneCode" property.
  87. Validate the code is equal to the time zone offset value (e.g. -10:00).
  88. Validate the 'displayName is equal to the time zone value selected in "Update Client Data" form.
  89. Validate the 'frequency' property field contains the value entered in the "Recurrence Schedule" field of the "Add Appointment" function in "Scheduling Calendar".
  90. Validate the 'recurrenceInfo' field contains a 'SeriesID' property.
  91. Note the value of the 'id' property. .
  92. Open the "Update Client Data" form for [Client A]..
  93. Change the client's time zone to one that respects Daylight Savings Time.
  94. Open the "Scheduling Calendar".
  95. Add a new appointment for a telehealth service for [Client A].
  96. The appointment should be a recurring appointment.
  97. The client should be set up for telehealth.
  98. Submit to file the appointment.
  99. Open the "Carefabric Monitor" form.
  100. Enter the current date in the 'From Date' and 'Through Date' fields.
  101. Enter "TeleHealthAppointmentCreated" in the 'Event/Action Search' field.
  102. Click [View Activity Log].
  103. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentCreated" record for each recurrence of the appointment. .
  104. Click [Click To View Record].
  105. Validate the 'toDate" property reflects the date/time of the event firing is adjusted by Daylight Savings Time.
  106. Validate the 'participants" object contains "timeZoneCode" property.
  107. Validate the code is equal to the time zone offset value (e.g. -10:00).
  108. Validate the 'displayName is equal to the time zone value selected in "Update Client Data" form.
  109. Validate the 'frequency' property field contains the value entered in the "Recurrence Schedule" field of the "Add Appointment" function in "Scheduling Calendar".
  110. Validate the 'recurrenceInfo' field contains a 'SeriesID' property.
  111. Note the value of the 'id' property. .
  112. Repeat all steps in 10-12 for all appointments in the series.
Scenario 2: Schedule a TeleHealth appointment with a TeleHealth location and validate the TeleHealthAppointmentCreated/Updated/Deleted SDK events
Specific Setup:
  • The 'Enable Telehealth integration at location level' registry setting is set to "Y".
  • A location must be defined as a "TeleHealth Location" in the 'Dictionary Update' form.
  • A client is enrolled in an existing episode and has a phone number and email filed (Client A).
  • A user is defined in 'User Definition' that has the following: "TeleHealth" selected in the 'Netsmart Mobile App Access' field, "System Admin" selected in the 'Netsmart Mobile App User Role' field, an email filed in the 'Organizational Email Address' field, and an associated staff member that has hours for scheduling.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter a non-TeleHealth service code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select the TeleHealth Location in the 'Location' field.
  6. Click [Submit].
  7. Validate the 'Appointment Grid' contains the new appointment.
  8. Click [Dismiss].
  9. Access the 'CareFabric Monitor' form.
  10. Enter the current date in the 'From Date' and 'Through Date' fields.
  11. Enter "TeleHealthAppointmentCreated" in the 'Event/Action Search' field.
  12. Click [View Activity Log].
  13. Validate the 'CareFabric Monitor Report' field contains a "TeleHealthAppointmentCreated" record.
  14. Click [Click To View Record].
  15. Validate the 'isReoccuringAppointment" contains "IsFalse".
  16. Validate the 'appointmentDateRange' - 'fromDate' field contains the appointment start date/time.
  17. Validate the 'appointmentDateRange' - 'toDate' field contains the appointment end date/time.
  18. Validate the 'participants' - 'email' field contains "Client A's" email.
  19. Validate the 'participantID' - 'id' field contains "Client A's" ID.
  20. Validate the 'participantName' field contains "Client A's" name in the format of LAST,FIRST.
  21. Validate the 'phoneNumber' field contains "Client A's" phone number.
  22. Validate the 'typeCode' - 'code' field contains "CLIENT".
  23. Validate the 'typeCode' - 'isActive' field contains "true".
  24. Validate the 'programCode' - 'code' field contains "Client A's" program code.
  25. Validate the 'programCode' - 'displayName' field contains "Client A's" program.
  26. Validate the 'programCode' - 'isActive' field contains "true".
  27. Validate the 'serviceCode' - 'code' field contains the service code used.
  28. Validate the 'serviceCode' - 'displayName' field contains the name of the service code used.
  29. Validate the 'serviceCode' - 'isActive' field contains "true".
  30. Validate the 'teleHealthAppointmentID' - 'id' field contains unique id for the appointment.
  31. Validate the 'teleHealthProviderIDs' - 'humanReadableValue' field contains the TeleHealth Provider ID.
  32. Validate the 'teleHealthProviderIDs' - 'id' field contains the email associated to the TeleHealth Provider.
  33. Close the report and the form.
  34. Access the 'Scheduling Calendar' form.
  35. Right click on the appointment for "Client A".
  36. Click [Details/Edit].
  37. Enter any new value in the 'Duration' field.
  38. Click [Submit].
  39. Validate the 'Appointment Grid' field contains the appointment for "Client A" with the updated duration.
  40. Click [Dismiss].
  41. Access the 'CareFabric Monitor' form.
  42. Enter the current date in the 'From Date' and 'Through Date' fields.
  43. Enter "TeleHealthAppointmentUpdated" in the 'Event/Action Search' field.
  44. Click [View Activity Log].
  45. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentUpdated" record.
  46. Click [Click To View Record].
  47. Validate the 'isReoccuringAppointment" contains "Isfalse".
  48. Validate the 'appointmentDateRange' - 'fromDate' field reflects the updated appointment duration.
  49. Validate the 'appointmentDateRange' - 'toDate' field reflects the updated appointment duration.
  50. Close the report and the form.
  51. Access the 'Scheduling Calendar' form.
  52. Right click on the appointment for "Client A".
  53. Click [Delete] and [Yes].
  54. Validate the 'Appointment Grid' no longer contains the appointment for "Client A".
  55. Click [Dismiss].
  56. Access the 'CareFabric Monitor' form.
  57. Enter the current date in the 'From Date' and 'Through Date' fields.
  58. Enter "TeleHealthAppointmentDeleted" in the 'Event/Action Search' field.
  59. Click [View Activity Log].
  60. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentDeleted" record.
  61. Click [Click To View Record].
  62. Validate the 'isReoccuringAppointment" contains "IsFalse".
  63. Validate the 'appointmentDateRange' field contains "null".
  64. Validate the 'participants' field contains "[ ]".
  65. Validate the 'programCode' field contains "null".
  66. Validate the 'serviceCode' field contains "null".
  67. Validate the 'teleHealthAppointmentID' - 'humanReadableValue' field contains "null".
  68. Validate the 'teleHealthAppointmentID' - 'id' field contains the unique id for the appointment.
  69. Validate the 'teleHealthProviderIDs' field contains "[ ]".
  70. Close the report and the form.
  71. Open the "Update Client Data" form for [Client A].
  72. Select a time zone that doesn't respect Daylight Savings Time from the "Time Zone for Appointment Reminders" drop down.
  73. Submit the form to file the data.
  74. Open the "Scheduling Calendar".
  75. Add a new appointment for a telehealth service for [Client A].
  76. The appointment should be a recurring appointment.
  77. The client should be set up for telehealth.
  78. Submit to file the appointment.
  79. Open the "Carefabric Monitor" form.
  80. Enter the current date in the 'From Date' and 'Through Date' fields.
  81. Enter "TeleHealthAppointmentCreated" in the 'Event/Action Search' field.
  82. Click [View Activity Log].
  83. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentCreated" record for each recurrence of the appointment. .
  84. Click [Click To View Record].
  85. Validate the 'toDate" property reflects the date/time of the event firing is not adjusted for Daylight Savings Time.
  86. Validate the 'participants" object contains "timeZoneCode" property.
  87. Validate the code is equal to the time zone offset value (e.g. -10:00).
  88. Validate the 'displayName is equal to the time zone value selected in "Update Client Data" form.
  89. Validate the 'frequency' property field contains the value entered in the "Recurrence Schedule" field of the "Add Appointment" function in "Scheduling Calendar".
  90. Validate the 'recurrenceInfo' field contains a 'SeriesID' property.
  91. Note the value of the 'id' property. .
  92. Open the "Update Client Data" form for [Client A].
  93. Change the client's time zone to one that respects Daylight Savings Time.
  94. Open the "Scheduling Calendar".
  95. Add a new appointment for a telehealth service for [Client A].
  96. The appointment should be a recurring appointment.
  97. The client should be set up for telehealth.
  98. Submit to file the appointment.
  99. Open the "Carefabric Monitor" form.
  100. Enter the current date in the 'From Date' and 'Through Date' fields.
  101. Enter "TeleHealthAppointmentCreated" in the 'Event/Action Search' field.
  102. Click [View Activity Log].
  103. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentCreated" record for each recurrence of the appointment. .
  104. Click [Click To View Record].
  105. Validate the 'toDate" property reflects the date/time of the event firing is adjusted by Daylight Savings Time.
  106. Validate the 'participants" object contains "timeZoneCode" property.
  107. Validate the code is equal to the time zone offset value (e.g. -10:00).
  108. Validate the 'displayName is equal to the time zone value selected in "Update Client Data" form.
  109. Validate the 'frequency' property field contains the value entered in the "Recurrence Schedule" field of the "Add Appointment" function in "Scheduling Calendar".
  110. Validate the 'recurrenceInfo' field contains a 'SeriesID' property.
  111. Note the value of the 'id' property. .
  112. Repeat all steps in 10-12 for all appointments in the series.
Scheduling Calendar - Telehealth Appointment Recurrence information
Scenario 1: Schedule a TeleHealth appointment with a TeleHealth service code and validate the TeleHealthAppointmentCreated/Updated/Deleted SDK events
Specific Setup:
  • A service code must be defined as a "Telehealth Service" in the 'Service Codes' form.
  • A client is enrolled in an existing episode and has a phone number and email filed (Client A).
  • A user is defined in 'User Definition' that has the following: "TeleHealth" selected in the 'Netsmart Mobile App Access' field, "System Admin" selected in the 'Netsmart Mobile App User Role' field, an email filed in the 'Organizational Email Address' field, and an associated staff member that has hours for scheduling.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter the TeleHealth Service Code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select a non-TeleHealth location in the 'Location' field.
  6. Click [Submit].
  7. Validate the 'Appointment Grid' contains the new appointment.
  8. Click [Dismiss].
  9. Access the 'CareFabric Monitor' form.
  10. Enter the current date in the 'From Date' and 'Through Date' fields.
  11. Enter "TeleHealthAppointmentCreated" in the 'Event/Action Search' field.
  12. Click [View Activity Log].
  13. Validate the 'CareFabric Monitor Report' field contains a "TeleHealthAppointmentCreated" record.
  14. Click [Click To View Record].
  15. Validate the 'isReoccuringAppointment" contains "IsFalse".
  16. Validate the 'appointmentDateRange' - 'fromDate' field contains the appointment start date/time.
  17. Validate the 'appointmentDateRange' - 'toDate' field contains the appointment end date/time.
  18. Validate the 'participants' - 'email' field contains "Client A's" email.
  19. Validate the 'participantID' - 'id' field contains "Client A's" ID.
  20. Validate the 'participantName' field contains "Client A's" name in the format of LAST,FIRST.
  21. Validate the 'phoneNumber' field contains "Client A's" phone number.
  22. Validate the 'typeCode' - 'code' field contains "CLIENT".
  23. Validate the 'typeCode' - 'isActive' field contains "true".
  24. Validate the 'programCode' - 'code' field contains "Client A's" program code.
  25. Validate the 'programCode' - 'displayName' field contains "Client A's" program.
  26. Validate the 'programCode' - 'isActive' field contains "true".
  27. Validate the 'serviceCode' - 'code' field contains the TeleHealth service code used.
  28. Validate the 'serviceCode' - 'displayName' field contains the name of the TeleHealth service code used.
  29. Validate the 'serviceCode' - 'isActive' field contains "true".
  30. Validate the 'teleHealthAppointmentID' - 'id' field contains unique id for the appointment.
  31. Validate the 'teleHealthProviderIDs' - 'humanReadableValue' field contains the TeleHealth Provider ID.
  32. Validate the 'teleHealthProviderIDs' - 'id' field contains the email associated to the TeleHealth Provider.
  33. Close the report and the form.
  34. Access the 'Scheduling Calendar' form.
  35. Right click on the appointment for "Client A".
  36. Click [Details/Edit].
  37. Enter any new value in the 'Duration' field.
  38. Click [Submit].
  39. Validate the 'Appointment Grid' field contains the appointment for "Client A" with the updated duration.
  40. Click [Dismiss].
  41. Access the 'CareFabric Monitor' form.
  42. Enter the current date in the 'From Date' and 'Through Date' fields.
  43. Enter "TeleHealthAppointmentUpdated" in the 'Event/Action Search' field.
  44. Click [View Activity Log].
  45. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentUpdated" record.
  46. Click [Click To View Record].
  47. Validate the 'isReoccuringAppointment" contains "IsFalse".
  48. Validate the 'appointmentDateRange' - 'fromDate' field reflects the updated appointment duration.
  49. Validate the 'appointmentDateRange' - 'toDate' field reflects the updated appointment duration.
  50. Close the report and the form.
  51. Access the 'Scheduling Calendar' form.
  52. Right click on the appointment for "Client A".
  53. Click [Delete] and [Yes].
  54. Validate the 'Appointment Grid' no longer contains the appointment for "Client A".
  55. Click [Dismiss].
  56. Access the 'CareFabric Monitor' form.
  57. Enter the current date in the 'From Date' and 'Through Date' fields.
  58. Enter "TeleHealthAppointmentDeleted" in the 'Event/Action Search' field.
  59. Click [View Activity Log].
  60. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentDeleted" record.
  61. Click [Click To View Record].
  62. Validate the 'isReoccuringAppointment" contains "IsFalse".
  63. Validate the 'appointmentDateRange' field contains "null".
  64. Validate the 'participants' field contains "[ ]".
  65. Validate the 'programCode' field contains "null".
  66. Validate the 'serviceCode' field contains "null".
  67. Validate the 'teleHealthAppointmentID' - 'humanReadableValue' field contains "null".
  68. Validate the 'teleHealthAppointmentID' - 'id' field contains the unique id for the appointment.
  69. Validate the 'teleHealthProviderIDs' field contains "[ ]".
  70. Close the report and the form.
  71. Open the "Update Client Data" form for [Client A].
  72. Select a time zone that doesn't respect Daylight Savings Time from the "Time Zone for Appointment Reminders" drop down.
  73. Submit the form to file the data.
  74. Open the "Scheduling Calendar".
  75. Add a new appointment for a telehealth service for [Client A].
  76. The appointment should be a recurring appointment.
  77. The client should be set up for telehealth.
  78. Submit to file the appointment.
  79. Open the "Carefabric Monitor" form.
  80. Enter the current date in the 'From Date' and 'Through Date' fields.
  81. Enter "TeleHealthAppointmentCreated" in the 'Event/Action Search' field.
  82. Click [View Activity Log].
  83. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentCreated" record for each recurrence of the appointment. .
  84. Click [Click To View Record].
  85. Validate the 'toDate" property reflects the date/time of the event firing is not adjusted for Daylight Savings Time.
  86. Validate the 'participants" object contains "timeZoneCode" property.
  87. Validate the code is equal to the time zone offset value (e.g. -10:00).
  88. Validate the 'displayName is equal to the time zone value selected in "Update Client Data" form.
  89. Validate the 'frequency' property field contains the value entered in the "Recurrence Schedule" field of the "Add Appointment" function in "Scheduling Calendar".
  90. Validate the 'recurrenceInfo' field contains a 'SeriesID' property.
  91. Note the value of the 'id' property. .
  92. Open the "Update Client Data" form for [Client A]..
  93. Change the client's time zone to one that respects Daylight Savings Time.
  94. Open the "Scheduling Calendar".
  95. Add a new appointment for a telehealth service for [Client A].
  96. The appointment should be a recurring appointment.
  97. The client should be set up for telehealth.
  98. Submit to file the appointment.
  99. Open the "Carefabric Monitor" form.
  100. Enter the current date in the 'From Date' and 'Through Date' fields.
  101. Enter "TeleHealthAppointmentCreated" in the 'Event/Action Search' field.
  102. Click [View Activity Log].
  103. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentCreated" record for each recurrence of the appointment. .
  104. Click [Click To View Record].
  105. Validate the 'toDate" property reflects the date/time of the event firing is adjusted by Daylight Savings Time.
  106. Validate the 'participants" object contains "timeZoneCode" property.
  107. Validate the code is equal to the time zone offset value (e.g. -10:00).
  108. Validate the 'displayName is equal to the time zone value selected in "Update Client Data" form.
  109. Validate the 'frequency' property field contains the value entered in the "Recurrence Schedule" field of the "Add Appointment" function in "Scheduling Calendar".
  110. Validate the 'recurrenceInfo' field contains a 'SeriesID' property.
  111. Note the value of the 'id' property. .
  112. Repeat all steps in 10-12 for all appointments in the series.
Scenario 2: Schedule a TeleHealth appointment with a TeleHealth location and validate the TeleHealthAppointmentCreated/Updated/Deleted SDK events
Specific Setup:
  • The 'Enable Telehealth integration at location level' registry setting is set to "Y".
  • A location must be defined as a "TeleHealth Location" in the 'Dictionary Update' form.
  • A client is enrolled in an existing episode and has a phone number and email filed (Client A).
  • A user is defined in 'User Definition' that has the following: "TeleHealth" selected in the 'Netsmart Mobile App Access' field, "System Admin" selected in the 'Netsmart Mobile App User Role' field, an email filed in the 'Organizational Email Address' field, and an associated staff member that has hours for scheduling.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter a non-TeleHealth service code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select the TeleHealth Location in the 'Location' field.
  6. Click [Submit].
  7. Validate the 'Appointment Grid' contains the new appointment.
  8. Click [Dismiss].
  9. Access the 'CareFabric Monitor' form.
  10. Enter the current date in the 'From Date' and 'Through Date' fields.
  11. Enter "TeleHealthAppointmentCreated" in the 'Event/Action Search' field.
  12. Click [View Activity Log].
  13. Validate the 'CareFabric Monitor Report' field contains a "TeleHealthAppointmentCreated" record.
  14. Click [Click To View Record].
  15. Validate the 'isReoccuringAppointment" contains "IsFalse".
  16. Validate the 'appointmentDateRange' - 'fromDate' field contains the appointment start date/time.
  17. Validate the 'appointmentDateRange' - 'toDate' field contains the appointment end date/time.
  18. Validate the 'participants' - 'email' field contains "Client A's" email.
  19. Validate the 'participantID' - 'id' field contains "Client A's" ID.
  20. Validate the 'participantName' field contains "Client A's" name in the format of LAST,FIRST.
  21. Validate the 'phoneNumber' field contains "Client A's" phone number.
  22. Validate the 'typeCode' - 'code' field contains "CLIENT".
  23. Validate the 'typeCode' - 'isActive' field contains "true".
  24. Validate the 'programCode' - 'code' field contains "Client A's" program code.
  25. Validate the 'programCode' - 'displayName' field contains "Client A's" program.
  26. Validate the 'programCode' - 'isActive' field contains "true".
  27. Validate the 'serviceCode' - 'code' field contains the service code used.
  28. Validate the 'serviceCode' - 'displayName' field contains the name of the service code used.
  29. Validate the 'serviceCode' - 'isActive' field contains "true".
  30. Validate the 'teleHealthAppointmentID' - 'id' field contains unique id for the appointment.
  31. Validate the 'teleHealthProviderIDs' - 'humanReadableValue' field contains the TeleHealth Provider ID.
  32. Validate the 'teleHealthProviderIDs' - 'id' field contains the email associated to the TeleHealth Provider.
  33. Close the report and the form.
  34. Access the 'Scheduling Calendar' form.
  35. Right click on the appointment for "Client A".
  36. Click [Details/Edit].
  37. Enter any new value in the 'Duration' field.
  38. Click [Submit].
  39. Validate the 'Appointment Grid' field contains the appointment for "Client A" with the updated duration.
  40. Click [Dismiss].
  41. Access the 'CareFabric Monitor' form.
  42. Enter the current date in the 'From Date' and 'Through Date' fields.
  43. Enter "TeleHealthAppointmentUpdated" in the 'Event/Action Search' field.
  44. Click [View Activity Log].
  45. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentUpdated" record.
  46. Click [Click To View Record].
  47. Validate the 'isReoccuringAppointment" contains "Isfalse".
  48. Validate the 'appointmentDateRange' - 'fromDate' field reflects the updated appointment duration.
  49. Validate the 'appointmentDateRange' - 'toDate' field reflects the updated appointment duration.
  50. Close the report and the form.
  51. Access the 'Scheduling Calendar' form.
  52. Right click on the appointment for "Client A".
  53. Click [Delete] and [Yes].
  54. Validate the 'Appointment Grid' no longer contains the appointment for "Client A".
  55. Click [Dismiss].
  56. Access the 'CareFabric Monitor' form.
  57. Enter the current date in the 'From Date' and 'Through Date' fields.
  58. Enter "TeleHealthAppointmentDeleted" in the 'Event/Action Search' field.
  59. Click [View Activity Log].
  60. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentDeleted" record.
  61. Click [Click To View Record].
  62. Validate the 'isReoccuringAppointment" contains "IsFalse".
  63. Validate the 'appointmentDateRange' field contains "null".
  64. Validate the 'participants' field contains "[ ]".
  65. Validate the 'programCode' field contains "null".
  66. Validate the 'serviceCode' field contains "null".
  67. Validate the 'teleHealthAppointmentID' - 'humanReadableValue' field contains "null".
  68. Validate the 'teleHealthAppointmentID' - 'id' field contains the unique id for the appointment.
  69. Validate the 'teleHealthProviderIDs' field contains "[ ]".
  70. Close the report and the form.
  71. Open the "Update Client Data" form for [Client A].
  72. Select a time zone that doesn't respect Daylight Savings Time from the "Time Zone for Appointment Reminders" drop down.
  73. Submit the form to file the data.
  74. Open the "Scheduling Calendar".
  75. Add a new appointment for a telehealth service for [Client A].
  76. The appointment should be a recurring appointment.
  77. The client should be set up for telehealth.
  78. Submit to file the appointment.
  79. Open the "Carefabric Monitor" form.
  80. Enter the current date in the 'From Date' and 'Through Date' fields.
  81. Enter "TeleHealthAppointmentCreated" in the 'Event/Action Search' field.
  82. Click [View Activity Log].
  83. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentCreated" record for each recurrence of the appointment. .
  84. Click [Click To View Record].
  85. Validate the 'toDate" property reflects the date/time of the event firing is not adjusted for Daylight Savings Time.
  86. Validate the 'participants" object contains "timeZoneCode" property.
  87. Validate the code is equal to the time zone offset value (e.g. -10:00).
  88. Validate the 'displayName is equal to the time zone value selected in "Update Client Data" form.
  89. Validate the 'frequency' property field contains the value entered in the "Recurrence Schedule" field of the "Add Appointment" function in "Scheduling Calendar".
  90. Validate the 'recurrenceInfo' field contains a 'SeriesID' property.
  91. Note the value of the 'id' property. .
  92. Open the "Update Client Data" form for [Client A].
  93. Change the client's time zone to one that respects Daylight Savings Time.
  94. Open the "Scheduling Calendar".
  95. Add a new appointment for a telehealth service for [Client A].
  96. The appointment should be a recurring appointment.
  97. The client should be set up for telehealth.
  98. Submit to file the appointment.
  99. Open the "Carefabric Monitor" form.
  100. Enter the current date in the 'From Date' and 'Through Date' fields.
  101. Enter "TeleHealthAppointmentCreated" in the 'Event/Action Search' field.
  102. Click [View Activity Log].
  103. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentCreated" record for each recurrence of the appointment. .
  104. Click [Click To View Record].
  105. Validate the 'toDate" property reflects the date/time of the event firing is adjusted by Daylight Savings Time.
  106. Validate the 'participants" object contains "timeZoneCode" property.
  107. Validate the code is equal to the time zone offset value (e.g. -10:00).
  108. Validate the 'displayName is equal to the time zone value selected in "Update Client Data" form.
  109. Validate the 'frequency' property field contains the value entered in the "Recurrence Schedule" field of the "Add Appointment" function in "Scheduling Calendar".
  110. Validate the 'recurrenceInfo' field contains a 'SeriesID' property.
  111. Note the value of the 'id' property. .
  112. Repeat all steps in 10-12 for all appointments in the series.
Topics
• Telehealth
Update 62 Summary | Details
ProviderConnect Enterprise - Smoking Status
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
  • Cal-OMS Admission
  • Cal-OMS Annual Update
  • Cal-OMS Discharge
  • Cal-OMS Administrative Discharge
  • Cal-OMS Youth/Detox Discharge
  • CSI Admission
Scenario 1: 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 2: 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 3: 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 4: 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 5: 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 6: 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 7: 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 • CareFabric Monitor • CSI Assessment • Cal-OMS • Csi Admission
Update 63 Summary | Details
Avatar CareFabric - uncoded allergies
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • HL7 Connection Monitor
  • Medical Note
  • BedBoard
  • eMAR
  • Launch OrderConnect
Scenario 1: Uncoded Allergies
Specific Setup:
  • In order to utilize this functionality the following updates must be installed:
  • Avatar CWS 2023 Update 84
  • Avatar OE 2023 Update 41
  • Avatar eMAR 2023 Update 22
  • Avatar CareFabric 2023 Update 63
  • Avatar HL7 2023 Update 8
  • RADplus Client Update 3392.007
  • A client must be admitted to an inpatient episode with no allergies existing. (Client A)
  • "Client A" must be associated with a user role. (HomeviewCLINICIAN)
  • Two users must exist. One that is associated with a user role (User A) and one who is not. (User B)
  • The 'Avatar CWS->CWS Utilities->Set System Defaults->CWS Allergies->->Allow Access to Uncoded Allergies' registry setting must be set to "HomeviewCLINICIAN".
  • Please log out of the application and log back in after completing the above configuration.
  • Make note of the 'Unit' and 'Room' associated with "Client A".
  • "User A" must be logged into the application.
Steps
  1. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  2. Validate that no values are selected in the 'Known Medications Allergies' and 'Known Food Allergies' fields.
  3. Click [Update].
  4. Click [New Row] and add a row for "BASIC CARE IBUPROFEN" with the following 'Comment' of "do not administer ibuprofen".
  5. Click [New Row] and add a row for "Uncoded Drug (Uncoded-Drug)" with the following 'Comment' of "Uncoded Drug- Prozatec".
  6. Click [New Row] and add a row for "Uncoded Environmental (Uncoded-Envr)" with the following 'Comment' of "Uncoded Environment - Thunderstorm".
  7. Click [New Row] and add a row for "Uncoded Food (Uncoded-Food)" with the following 'Comment' of "Uncoded Food - Peanut oil".
  8. Click [Save].
  9. Validate the 'Known Medication Allergies' field is disabled and has "Yes" selected.
  10. Validate the 'Known Food Allergies' field is disabled and has "Yes" selected.
  11. Click [Submit].
  12. Access the 'Allergies and Hypersensitivities' form.
  13. Validate the 'Client Information' banner contains "Allergies (4) 1) BASIC CARE IBUPROFEN - Confirmed 2) Uncoded Drug: Uncoded Drug- Prozatec - Confirmed 3) Uncoded Environmental: Uncoded Environment - Thunderstorm - Confirmed 4) Uncoded Food: Uncoded Food - Peanut oil - Confirmed".
  14. Click [Display] in the 'Allergies and Hypersensitivities' form and validate a 'Client Allergies/Hypersensitivities' report is displayed and includes all of the information entered in the 'Allergies and Hypersensitivities' form and close the report and the form.
  15. Open the Client Dashboard and validate the 'Client Information' banner contains "Allergies (4) 1) BASIC CARE IBUPROFEN - Confirmed 2) Uncoded Drug: Uncoded Drug- Prozatec - Confirmed 3) Uncoded Environmental: Uncoded Environment - Thunderstorm - Confirmed 4) Uncoded Food: Uncoded Food - Peanut oil - Confirmed" and click [Close].
  16. Access "Med Note" and click "Allergies" on the 'Facesheet' tab.
  17. Validate the following are displayed:
  18. BASIC CARE IBUPROFEN
  19. Uncoded Drug: Uncoded Drug - Prozatec
  20. Uncoded Environmental: Uncoded Environment - Thunderstorm
  21. Uncoded Food: Uncoded Food - Peanut oil
  22. Click [Reviewed with Client].
  23. Select the 'BedBoard' widget.
  24. Click the unit associated with "Client A".
  25. Select "Client A" under the appropriate room number.
  26. Validate that under 'Allergies" that the following is displayed: "BASIC CARE IBUPROFEN (Severity);Uncoded Drug (Severity);Uncoded Environmental (Severity);Uncoded Food (Severity)" and click [Cancel].
  27. Access the Order Entry Console.
  28. Validate the 'Client Information' banner contains the following: "Allergies (4)↳Allergies Reviewed=Yes (Date Reviewed) ↳1) BASIC CARE IBUPROFEN - Status ↳2) Uncoded Drug: Uncoded Drug- Prozatec - Status ↳3) Uncoded Environmental: Uncoded Environment - Thunderstorm - Status ↳4) Uncoded Food: Uncoded Food - Peanut oil - Status".
  29. Search for and select "BASIC CARE IBUPROFEN" in the 'New Order' field.
  30. Validate a warning indicator and "At least one warning has been found with this order" appears under the 'New Order' field.
  31. Click the link and validate the following is displayed in the 'Interactions' dialog on the 'Interactions' tab:
  32. Uncoded Allergies Filed Warning: The following uncoded allergies are on file for TESTA,ALLERGY (Client ID: 1468): Uncoded Drug: Uncoded Drug- Prozatec, Uncoded Environmental: Uncoded Environment - Thunderstorm, Uncoded Food: Uncoded Food - Peanut oil. These allergies will be not be screened for drug interactions. Allergy Interaction(s) Reaction Severity Filter Level being used: # Drug: BASIC CARE IBUPROFEN 100 MG ORAL TABLET, CHEWABLE Allergen: BASIC CARE IBUPROFEN Description: BASIC CARE IBUPROFEN Screening Message: A history of hypersensitivity to the following substance has been noted for this patient: BASIC CARE IBUPROFEN. There was an experienced reaction of the reactions selected (Reaction Severity: severity selected).
  33. Click [Close].
  34. Access the 'CareFabric Monitor' form.
  35. Select the current date in the 'From Date' and 'Through Date' fields.
  36. Search for and select "Client A" in the 'Client ID' field.
  37. Search for "allergycreated" in the 'Event/Action Search' field and select "Allergy/Created Out".
  38. Validate "Allergy/Created" is displayed and checked off in the 'Select Event/Actions' field.
  39. Click [View Activity Log].
  40. Validate that 4 rows are selected
  41. Click the 1st 'Click To View Record' link and validate that "name":"BASIC CARE IBUPROFEN" is displayed and click the 'Main Report' tab.
  42. Click the 2nd 'Click To View Record' link and validate that "name":"Uncoded Drug: Uncoded Drug- Prozatec" is displayed and click the 'Main Report' tab.
  43. Click the 3rd 'Click To View Record' link and validate that "name":"Uncoded Environmental: Uncoded Environment - Thunderstorm" is displayed and click the 'Main Report' tab.
  44. Click the 4th 'Click To View Record' link and validate that "name":"Uncoded Food: Uncoded Food - Peanut oil" is displayed and click [Close Report] and close form.
  45. Access the 'Launch OrderConnect' form.
  46. Click [Launch OrderConnect Prescriptions].
  47. Validate the 'Known Allergies' section contains: "BASIC CARE IBUPROFEN, Uncoded Drug: Uncoded Drug - Prozatec, Uncoded Environmental: Uncoded Environment - Thunderstorm, and Uncoded Food: Uncoded Food - Peanut oil" and click [Close Chart] and close form.
  48. Log out of the application and log back in as "User B".
  49. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  50. Click [Update] and [New Row].
  51. In the 5th 'Allergen/Reactant' cell search for "Uncoded" and press Tab.
  52. Validate a message is displayed stating: "Allergen/Reactant Code Not Found. No Allergen/Reactant code or Allergen/Reactant code description matches 'UNCODED'." and click [OK] and [Close/Cancel].
  53. Validate a message is displayed stating "You have made changes to the table. Are you sure you want to cancel and lose these changes?" and click [Yes] and close the form.
Topics
• Allergies and Hypersensitivities
Update 64 Summary | Details
ProviderConnect Enterprise - 'Update ProviderConnect Enterprise Mapping' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Update ProviderConnect Enterprise Mapping
Scenario 1: Update ProviderConnect Enterprise Mapping - Delete a client mapping
Specific Setup:
  • Please note: this functionality is available for the sole intent of allowing System Administrators to take corrective actions, when needed. Please do not make changes to client mappings that are valid and do NOT require correction.
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be configured for valid managing organizations.
  • 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). This client mapping must require corrective action.
  • A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).
Steps
  1. Access the 'Update ProviderConnect Enterprise Mapping' form.
  2. Select "Client A" in the 'Local Client' field.
  3. Select the corresponding organization in the 'Managing Organization' field.
  4. Validate the 'External Client ID' field populates with the current external ID on file for "Client A".
  5. Click [Delete Mapping].
  6. Validate a message is displayed stating: Are you sure you wish to continue? Deleting this mapping cannot be undone. Re-mapping this client at a later time will send new data records to the appropriate managing organization, which may result in duplicate episodes and records if that organization has not cleared its records.
  7. Click [OK].
  8. Select "Client A" in the 'Local Client' field.
  9. Select the corresponding organization in the 'Managing Organization' field.
  10. Validate a message is displayed stating: No external mapping exists.
  11. Click [OK] and close the form.
  12. Access Crystal Reports or other SQL Reporting Tool.
  13. Create a report using the 'SYSTEM.pce_client_mapping' SQL table.
  14. Validate a row for the deleted mapping for "Client A" is not displayed.
  15. Close the report.
Scenario 2: Update ProviderConnect Enterprise Mapping - Update an episode mapping
Specific Setup:
  • Please note: this functionality is available for the sole intent of allowing System Administrators to take corrective actions, when needed. Please do not make changes to episode mappings that are valid and do NOT require correction.
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be configured for valid managing organizations.
  • 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). This client's episode mapping must require corrective action.
  • A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).
Steps
  1. Access the 'Update ProviderConnect Enterprise Mapping' form.
  2. Select the "Episode Mapping" section.
  3. Select "Client A" in the 'Local Client' field.
  4. Select the episode needing correction in the 'Local Episode' field.
  5. Select the corresponding organization in the 'Managing Organization' field.
  6. Validate the 'External Client ID' field populates with the external ID on file for "Client A".
  7. Validate the 'External Episode ID' field contains the current external episode ID for "Client A".
  8. Validate the 'External Movement ID' field contains the current movement ID for "Client A".
  9. Enter the corrected value in the 'External Episode ID' field.
  10. Enter the corrected value in the 'External Movement ID' field.
  11. Click [Update Mapping].
  12. Validate a message is displayed stating: Are you sure you wish to continue? Updating this episode without changes in the appropriate managing organization may result in incorrect episodes and records.
  13. Click [OK].
  14. Select "Client A" in the 'Local Client' field.
  15. Select the corresponding organization in the 'Managing Organization' field.
  16. Validate the 'External Episode ID' field populates with the corrected episode ID filed for "Client A".
  17. Validate the 'External Movement ID' field populates with the corrected movement ID for "Client A".
  18. Close the form.
  19. Access Crystal Reports or other SQL Reporting Tool.
  20. Create a report using the 'SYSTEM.pce_episode_mapping' SQL table.
  21. Navigate to the row for "Client A".
  22. Validate the 'external_EPISODE_NUMBER' field contains the corrected value for "Client A".
  23. Validate the 'external_movement_ID' field contains the corrected value for "Client A".
  24. Close the report.
Scenario 3: Update ProviderConnect Enterprise Mapping - Delete an episode mapping
Specific Setup:
  • Please note: this functionality is available for the sole intent of allowing System Administrators to take corrective actions, when needed. Please do not make changes to episode mappings that are valid and do NOT require correction.
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be configured for valid managing organizations.
  • 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). This client's episode mapping must require corrective action.
  • A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).
Steps
  1. Access the 'Update ProviderConnect Enterprise Mapping' form.
  2. Select the "Episode Mapping" section.
  3. Select "Client A" in the 'Local Client' field.
  4. Select the episode needing correction in the 'Local Episode' field.
  5. Select the corresponding organization in the 'Managing Organization' field.
  6. Validate the 'External Client ID' field populates with the external ID on file for "Client A".
  7. Validate the 'External Episode ID' field contains the current external episode ID for "Client A".
  8. Validate the 'External Movement ID' field contains the current movement ID for "Client A".
  9. Click [Delete Mapping].
  10. Validate a message is displayed stating: Are you sure you wish to continue? Deleting this mapping cannot be undone. Re-mapping this episode at a later time will send new data records to the appropriate managing organization, which may result in duplicate episodes and records if that organization has not cleared its records.
  11. Click [OK].
  12. Select "Client A" in the 'Local Client' field.
  13. Select the corresponding organization in the 'Managing Organization' field.
  14. Validate a message is displayed stating: No external mapping exists.
  15. Click [OK] and close the form.
  16. Access Crystal Reports or other SQL Reporting Tool.
  17. Create a report using the 'SYSTEM.pce_episode_mapping' SQL table.
  18. Validate a row for the deleted mapping for "Client A" is not displayed.
  19. Close the report.
Scenario 4: Update ProviderConnect Enterprise Mapping - Update a record mapping
Specific Setup:
  • Please note: this functionality is available for the sole intent of allowing System Administrators to take corrective actions, when needed. Please do not make changes to record mappings that are valid and do NOT require correction.
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be configured for valid managing organizations.
  • 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). This client must have a record mapping that requires corrective action.
  • A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).
Steps
  1. Access the 'Update ProviderConnect Enterprise Mapping' form.
  2. Select the "Record Mapping" section.
  3. Select the desired organization in the 'Managing Organization' field.
  4. Select "Client A" in the 'Local Client' field.
  5. Select the form requiring corrective action for "Client A" in the 'Form' field.
  6. Select the corresponding episode in the 'Local Episode' field (if applicable).
  7. Select the record requiring corrective action in the 'Local Record' field.
  8. Validate the 'External Client ID' field contains the external ID for "Client A".
  9. Validate the 'External Episode ID' field contains the external episode ID for "Client A" (if applicable).
  10. Validate the 'External Record ID' field contains the current record ID for "Client A".
  11. Enter the corrected value in the 'External Record ID' field.
  12. Click [Update Mapping].
  13. Validate a message is displayed stating: Are you sure you wish to continue? Updating this record without changes in the appropriate managing organization may result in incorrect episodes and records.
  14. Click [OK].
  15. Select the desired organization in the 'Managing Organization' field.
  16. Select "Client A" in the 'Local Client' field.
  17. Select the form requiring corrective action for "Client A" in the 'Form' field.
  18. Select the corresponding episode in the 'Local Episode' field (if applicable).
  19. Select the record corrected in the previous steps in the 'Local Record' field.
  20. Validate the 'External Record ID' field populates with the corrected record ID for "Client A".
  21. Close the form.
  22. Access Crystal Reports or other SQL Reporting Tool.
  23. Create a report using the 'SYSTEM.pce_record_mapping' SQL table.
  24. Navigate to the row for "Client A".
  25. Validate the 'external_RECORD_ID' field contains the corrected value for "Client A".
  26. Close the report.
Scenario 5: Update ProviderConnect Enterprise Mapping - Delete a record mapping
Specific Setup:
  • Please note: this functionality is available for the sole intent of allowing System Administrators to take corrective actions, when needed. Please do not make changes to record mappings that are valid and do NOT require correction.
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be configured for valid managing organizations.
  • 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). This client must have a record mapping that requires corrective action.
  • A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).
Steps
  1. Access the 'Update ProviderConnect Enterprise Mapping' form.
  2. Select the "Record Mapping" section.
  3. Select the desired organization in the 'Managing Organization' field.
  4. Select "Client A" in the 'Local Client' field.
  5. Select the form requiring corrective action for "Client A" in the 'Form' field.
  6. Select the corresponding episode in the 'Local Episode' field (if applicable).
  7. Select the record requiring corrective action in the 'Local Record' field.
  8. Validate the 'External Client ID' field contains the external ID for "Client A".
  9. Validate the 'External Episode ID' field contains the external episode ID for "Client A" (if applicable).
  10. Validate the 'External Record ID' field contains the record ID for "Client A".
  11. Click [Delete Mapping].
  12. Validate a message is displayed stating: Are you wish to continue? Deleting this mapping cannot be undone. Re-mapping this episode at a later time will send new data records to the appropriate managing organization, which may result in duplicate episodes and records if that organization has not cleared its records.
  13. Click [OK] and close the form.
  14. Access Crystal Reports or other SQL Reporting tool.
  15. Create a report using the 'SYSTEM.pce_record_mapping' SQL table.
  16. Validate a row for the deleted mapping for "Client A" is not displayed.
  17. Close the report.
Scenario 6: Update ProviderConnect Enterprise Mapping - Import/Export Mapping
Specific Setup:
  • Please note: this functionality is available for the sole intent of allowing System Administrators to take corrective actions, when needed. Please do not make changes to record mappings that are valid and do NOT require correction.
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be configured for valid managing organizations.
  • Must have an invalid 'Managing Organization Data File' for import that does not contain valid client/episode/record mappings (File A).
  • Must have a valid 'Managing Organization Data File' for import that contains valid client/episode/record mappings (File B).
Steps
  1. Access the 'Update ProviderConnect Enterprise Mapping' form.
  2. Select the "Import/Export Mapping" section.
  3. Click [Upload Managing Organization Data File].
  4. Search for and select "File A" for import.
  5. Validate a message is displayed stating: Errors existed in the uploaded file.
  6. Click [OK] and [Export Managing Organization Error File].
  7. Navigate to the exported error file and validate the expected errors are displayed.
  8. Close the file.
  9. Click [Upload Managing Organization Data File].
  10. Search for and select "File B" for import.
  11. Click [Export Certified Contracting Provider Mapping File].
  12. Navigate to the exported 'Certified Contracting Provider Mapping File' and validate the imported data is displayed.
  13. Save the 'Certified Contracting Provider Mapping File'.
  14. Click [Upload Certified Contracting Provider Mapping File].
  15. Navigate to the 'Certified Contracting Provider Mapping File' saved in the previous steps and select it for import.
  16. Validate a message is displayed stating: Mapping loaded successfully.
  17. Click [OK] and close the form.
  18. Access Crystal Reports or other SQL Reporting Tool.
  19. Create reports using the 'SYSTEM.pce_client_mapping', 'SYSTEM.pce_episode_mapping', and 'SYSTEM.pce_record_mapping' SQL tables.
  20. Validate each client, episode, and record mapping uploaded in the previous steps is displayed as expected.
  21. Close the reports.
Scenario 7: Update ProviderConnect Enterprise Mapping - Update a client mapping
Specific Setup:
  • Please note: this functionality is available for the sole intent of allowing System Administrators to take corrective actions, when needed. Please do not make changes to client mappings that are valid and do NOT require correction.
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be configured for valid managing organizations.
  • 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). This client mapping must require corrective action.
  • A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).
Steps
  1. Access the 'Update ProviderConnect Enterprise Mapping' form.
  2. Select "Client A" in the 'Local Client' field.
  3. Select the corresponding organization in the 'Managing Organization' field.
  4. Validate the 'External Client ID' field populates with the current external ID on file for "Client A".
  5. Enter the corrected value in the 'External Client ID' field.
  6. Click [Update Mapping].
  7. Validate a message is displayed stating: Are you sure you wish to continue? Updating this client without changes in the appropriate managing organization may result in incorrect episodes and records.
  8. Click [OK].
  9. Select "Client A" in the 'Local Client' field.
  10. Select the corresponding organization in the 'Managing Organization' field.
  11. Validate the 'External Client ID' field populates with the corrected external ID filed for "Client A".
  12. Close the form.
  13. Access Crystal Reports or other SQL Reporting Tool.
  14. Create a report using the 'SYSTEM.pce_client_mapping' SQL table.
  15. Navigate to the row for "Client A".
  16. Validate the 'external_PATID' field contains the corrected value for "Client A".
  17. Close the report.
Topics
• ProviderConnect Enterprise
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
  • CareConnect Inbox
  • Care Connect Inbox
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
Update 69 Summary | Details
Avatar CareFabric - Support for CareManager
Scenario 1: CareManager - Validate the 'PutProgressNote' action when document routing is enabled
Specific Setup:
  • myAvatar must be configured to integrate with CareManager. Please note: this must be done by a Netsmart Associate.
  • A progress notes form must be configured for CareManager integration.
  • Document routing is enabled on this progress notes form.
  • A practitioner (Practitioner A) must exist in both myAvatar and CareManager that is associated to an Avatar user (User A).
  • This user does not require a supervisor's approval for document routing.
  • A client is enrolled in an existing episode in myAvatar and CareManager (Client A).
Steps
  1. Log into CareManager.
  2. Search for and select "Client A".
  3. File a progress note for a "New Service", populating all required and desired fields.
  4. Select "Practitioner A" as the 'Practitioner'.
  5. Enter the desired value for the 'Duration'.
  6. Select "Final" as the 'Note Status'.
  7. Click [Save].
  8. Log into myAvatar as "User A".
  9. Navigate to the "My To Do's" widget.
  10. Locate the To Do just routed and click [Approve Document].
  11. Validate the document is displayed with the progress note data sent from CareManager.
  12. Click [Accept].
  13. Enter the password for "User A" in the 'Verify Password' dialog and click [OK].
  14. Validate the To-Do is no longer displayed.
  15. Select "Client A" and navigate to the 'Progress Notes' widget.
  16. Validate the 'Progress Notes' widget contains the finalized progress note submitted from CareManager.
  17. Validate all progress note data displays as expected.
Scenario 2: CareManager - Validate the 'PutProgressNote' action when document routing is disabled
Specific Setup:
  • myAvatar must be configured to integrate with CareManager. Please note: this must be done by a Netsmart Associate.
  • A progress notes form must be configured for CareManager integration.
  • Document routing is disabled on this progress notes form.
  • A practitioner (Practitioner A) must exist in both myAvatar and CareManager that is associated to an Avatar user (User A).
  • A client is enrolled in an existing episode in myAvatar and CareManager (Client A).
Steps
  1. Log into CareManager.
  2. Search for and select "Client A".
  3. File a progress note for a "New Service", populating all required and desired fields.
  4. Select "Practitioner A" as the 'Practitioner'.
  5. Enter the desired value for the 'Duration'.
  6. Select "Final" as the 'Note Status'.
  7. Click [Save].
  8. Log into myAvatar as "User A".
  9. Select "Client A" and navigate to the 'Progress Notes' widget.
  10. Validate the 'Progress Notes' widget contains the finalized progress note submitted from CareManager.
  11. Validate all progress note data displays as expected.
Avatar CareFabric - 'PutProgressNote' SDK action
Scenario 1: Bells Notes Integration - Validate document routing for progress notes when a supervisor is not required
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form 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 'Progress Notes (Group and Individual)' form must have:
  • Document routing enabled.
  • The 'Clear Selected Client After Filing' registry setting set to "Y".
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner (Practitioner A)
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' widget on the HomeView.
  • A client is enrolled in "Program A" (Client A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter the desired service code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select the desired value in the 'Episode Number' field.
  6. Validate "Program A" is selected in the 'Program' field.
  7. Select the desired value in the 'Location' field.
  8. Validate the 'Practitioner' field is populated with "Practitioner A"
  9. Fill out all required fields.
  10. Click [Submit].
  11. Validate successful submission.
  12. Validate the scheduled appointment is added to the 'Scheduling Calendar' form.
  13. Log into Bells Notes as "User A".
  14. Click the 'Agenda' section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar.
  15. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes.
  16. Click [Start Note] and verify the existence of the 'Session Information' window.
  17. Fill out all required fields and select the desired note type.
  18. Validate user is able to start a note successfully.
  19. Verify the existence of "Client A" in the client header when note is started.
  20. Fill out all required fields.
  21. Click [Sign Note].
  22. Validate the Sign Note' dialog is displayed.
  23. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  24. Validate a message is displayed stating: Note Signed Successfully.
  25. Log into myAvatar as "UserA".
  26. Navigate to the "My To Do's" widget.
  27. Locate the To Do just routed and click [Approve Document].
  28. Validate the document is displayed with the progress note data and an electronic signature at the bottom for "Practitioner A" as Author.
  29. Click [Accept].
  30. Enter the password for "User A" in the 'Verify Password' dialog and click [OK].
  31. Validate the To-Do is no longer displayed.
  32. Select "Client A" and access the 'Progress Notes' widget.
  33. Validate the 'Progress Notes' widget contains the finalized progress note submitted from Bells Notes.
  34. Validate all progress note data displays as expected.
Topics
• Progress Notes
Update 70 Summary | Details
Avatar CareFabric - Support for CareManager
Scenario 1: Validate the 'GetClient' SDK action
Steps
  • Internal testing only.
Topics
• CareFabric
Update 73 Summary | Details
Future Functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Real Time Inquiry (270) Request
  • Eligibility Inquiry (270/271) Real-Time Setup
  • Guarantors/Payors
  • Eligibility Inquiry and Response (270/271) Report
Scenario 1: Enable RevConnect = YA - Real Time Inquiry (270) Request
Specific Setup:
  • Netsmart Client Alignment Associate has been contacted to enable 'RevConnect'.
  • Netsmart Avatar support has completed the following:
  • Enabled the 'Enable RevConnect' registry setting has been updated to contain 'YA'.
  • Completed & submitted the 'RevConnect Configuration' form.
  • 'System Generated Email Settings' has been used to add the tester’s email to enable notification verification.
  • Registry Setting:
  • The 'Enable 270/271 Transaction Sets' registry setting is set to 'Y'.
  • Guarantors/Payors:
  • An existing guarantor is identified and has a value of 'Yes' in 'Support 270/271 Transaction Sets' of the '270 / 271 / 834' sections. Note all selections on the form.
  • Admission:
  • A client is admitted to a program, or an existing client is identified. Note client id/name, admission date/program.
  • Financial Eligibility: The above guarantor is assigned to client.
  • Based on the setup in the '270 / 271 / 834' section of 'Guarantors/Payors', the client either has one, or any combination of the following: services, appointments, or an eligibility request in financial eligibility.
  • Eligibility Inquiry (270/271) Real-Time Setup:
  • The 'Access Point Type' contains a 'RevConnect' option only when the 'Enable RevConnect' registry setting has a value of 'YA'.
  • The 'RevConnect Account Key' field is added to the form when the 'Enable RevConnect' registry setting has a value of 'YA'.
Steps
  1. Open 'Real Time Inquiry (270) Request'.
  2. Create a request for the client.
  3. Close the form.
  4. Open 'Eligibility Inquiry And Response (270/271) Report'.
  5. Enter the 'Client' ID' and other desired data.
  6. Click 'Display Report'.
  7. Validate the report data.
  8. Close the report.
  9. Close the form.
  10. Open 'Real Time Inquiry (270) Request'.
  11. Enter the 'Client ID', 'Guarantor' and other desired data.
  12. Click [Process Report].
  13. Click [OK].
  14. Review the report data.
  15. Validate that the 'Response' field contains the correct data.
  16. If desired, click [Post Inquiry].
  17. Close the form.
  18. Open 'CareFabric Monitor'.
  19. Enter the desired 'From Date', 'Through Date' and 'Client ID'.
  20. Click [View Activity Log].
  21. Review the data to ensure the events/actions were created.
  22. Close the report.
  23. Close the form.
Topics
• Real Time Inquiry (270) Request • RevConnect
Update 74 Summary | Details
'274 - Provider Directory Definition' CareFabric Support
Scenario 1: Verification of 'GetPDOrganizationResource' Action for '274 - Provider Directory Definition' Information
Steps
  • Internal testing only.
Scenario 2: Verification of 'GetPDLocationResource' Action for '274 - Provider Directory Definition' Information
Steps
  • Internal testing only.
Scenario 3: Verification of 'GetPDPractitionerResource' Action for '274 - Provider Directory Definition' Information
Steps
  • Internal testing only.
Scenario 4: Verification of 'GetPDPractitionerRoleResource' Action for '274 - Provider Directory Definition' Information
Steps
  • Internal testing only.
Scenario 5: Verification of 'GetPDHealthcareServiceResource' Action for '274 - Provider Directory Definition' Information
Steps
  • Internal testing only.
Scenario 6: Verification of 'GetPDOrganizationResource' Action for '274 - Provider Directory Definition' Information
Steps
  • Internal testing only.
Scenario 7: Verification of 'GetPDLocationResource' Action for '274 - Provider Directory Definition' Information
Steps
  • Internal testing only.
Scenario 8: Verification of 'GetPDPractitionerResource' Action for '274 - Provider Directory Definition' Information
Steps
  • Internal testing only.
Scenario 9: Verification of 'GetPDPractitionerRoleResource' Action for '274 - Provider Directory Definition' Information
Steps
  • Internal testing only.
Scenario 10: Verification of 'GetPDHealthcareServiceResource' Action for '274 - Provider Directory Definition' Information
Steps
  • Internal testing only.
Topics
• CareFabric
 

Avatar_CareFabric_2023_Quarterly_Release_2023.04_Details.csv