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Avatar CareFabric 2023 Update 19

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Product Requirements / Recommendations

Avatar CareFabric required
Avatar PM required
RADplus required
Avatar Cal-PM

Recommended Update Level

Avatar PM 2023 Update 44
Avatar CWS 2023 Update 23
RADplus 2023 Update 33

Additional Requirements

RADplus 2023 Update 33
Avatar PM 2023 Update 44
Avatar CWS 2023 Update 23
Avatar NX Release 2023.06.00

Product Update Form Description

Avatar CareFabric is enhanced to support Integrated eSignature functionality. Please Note: RADplus 2023 Update 33 is required to make use of this functionality.

Included Updates

3, 4, 5, 6, 11, 13, 17

Required Updates

RADplus 2023 Update 33
Details
NEW1 CHANGED0 FIXED0
New (1)
Avatar CareFabric - support for Integrated eSignature functionality
Avatar CareFabric is enhanced to support Integrated eSignature functionality.
Value Added: Support for Integrated eSignature functionality
Topics
• CareFabric • CareFabric Monitor • Integrated eSignature • NX • Update Client Data
 
Acceptance Tests
AV-86544 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:
  • CareFabric Monitor
  • Update Client Data
  • Clinical Document Viewer
  • Document Routing Setup (PM)
  • Registry Settings (PM)
  • 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 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.
Scenario 6: 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.
Topics
• CareFabric • CareFabric Monitor • Integrated eSignature • NX • Update Client Data
Table Changes
Table Column Change
SYSTEM.patient_current_demographics esig_consent_on_file_code New
SYSTEM.patient_current_demographics esig_consent_on_file_value New
SYSTEM.patient_demographic_history esig_consent_on_file_code New
SYSTEM.patient_demographic_history esig_consent_on_file_value New