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Avatar CareFabric 2023 Update 28

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Product Requirements / Recommendations

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

Product Update Form Description

Avatar CareFabric is enhanced to support Bells Notes integration.

Included Updates

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

Required Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Avatar CareFabric - Bells Notes Integration
Avatar CareFabric is updated to bypass duplicate service checks when progress notes are sent from Bells.
Value Added: Support for Bells Notes Integration
Topics
• CareFabric • Progress Notes
 
Acceptance Tests
AV-84517 Summary | Details
Avatar CareFabric - Bells Notes Integration
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Registry Settings (PM)
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
• CareFabric • Progress Notes