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Avatar CareFabric 2023 Update 26

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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 78
Avatar Appointment Scheduling 2023 Update 15

Additional Requirements

Avatar PM 2023 Update 78 or Avatar Cal-PM 2023 Update 45
Avatar Appointment Scheduling 2023 Update 15

Product Update Form Description

Avatar CareFabric is enhanced to support MobileCaregiver+ application.

Included Updates

3, 4, 5, 6, 11, 13, 17, 19, 22, 23, 24

Required Updates

None

Details
NEW4 CHANGED0 FIXED0
New (4)
Mobile CareGiver+ - 'EvvClientUpdated' SDK event
The 'EvvClientUpdated' SDK event is updated to support ZIP+4 Zip Codes.
Value Added: Support for Mobile CareGiver+
Topics
• Electronic Visit Verification
 
Mobile CareGiver+ - 'McgEvvVisitDocumented' SDK event
The 'McgEvvVisitDocumented' incoming SDK event is updated to append service notes entered in the Mobile CareGiver+ application to progress notes.
Value Added: Support for Mobile CareGiver+
Topics
• Electronic Visit Verification
 
Mobile CareGiver+ - Service Creation
The service creation process of EVV services processed by Mobile CareGiver+ is updated to support the Draft/Final workflow. Progress notes generated for visits will remain in "Draft" status until Avatar receives an "Accepted" status for the visit from Mobile CareGiver+.
Value Added: Support for Mobile CareGiver+
Topics
• Electronic Visit Verification
 
Mobile CareGiver+ - 'EvvAppointmentUpdated' SDK event
The 'EvvAppointmentUpdated' SDK event is updated to support alternate address functionality.
Please note: Avatar PM 2023 Update 78 or Avatar Cal-PM 2023 Update 45 and Avatar Appointment Scheduling 2023 Update 15 are required for full functionality.
Value Added: Support for Mobile CareGiver+
Topics
• Appointment Management • Electronic Visit Verification • Registry Settings • Scheduling Calendar
 
Acceptance Tests
AV-86037 Summary | Details
Mobile CareGiver+ - 'EvvClientUpdated' SDK event
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.
Topics
• Electronic Visit Verification
AV-87258 Summary | Details
Mobile CareGiver+ - 'McgEvvVisitDocumented' SDK event
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
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.
Topics
• Electronic Visit Verification
AV-88695 Summary | Details
Mobile CareGiver+ - Service Creation
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
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.
Topics
• Electronic Visit Verification
AV-88773 Summary | Details
Mobile CareGiver+ - 'EvvAppointmentUpdated' SDK event
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
  • Client Alternate Addresses
  • Dictionary Update (PM)
  • Update Client Data
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
• Appointment Management • Electronic Visit Verification • Registry Settings • Scheduling Calendar