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Avatar CareFabric 2023 Update 36

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Product Requirements and Recommendations

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

Recommended Update Level

Avatar Cal-PM 2023 Monthly Release 2023.02.01
Avatar CareFabric 2023 Monthly Release 2023.02.01
Avatar PM 2023 Monthly Release 2023.02.01
RADplus 2023 Monthly Release 2023.02.01

Product Update Description

Avatar CareFabric is enhanced to support MobileCaregiver+ application.

Required Updates

Avatar CareFabric 2023 Update 26

Included Updates

3, 4, 5, 6, 11, 13, 17, 19, 22, 23, 24, 26, 28, 29, 34

Details
NEW3 CHANGED0 FIXED0
New (3)
Mobile CareGiver+ - "Undo Start" functionality
Avatar CareFabric is enhanced to support the "Undo Start" functionality for visits within Mobile CareGiver+.
Value Added: Support for Mobile CareGiver+
Topics
• Electronic Visit Verification • Scheduling Calendar
 
Mobile CareGiver+ - 'EvvAppointmentUpdated' SDK event
The 'EvvAppointmentUpdated' SDK event is updated to include audit information for Mobile CareGiver+.
Value Added: Support for Mobile CareGiver+
Topics
• Electronic Visit Verification
 
Mobile CareGiver+ - 'McgEvvVisitDocumented' SDK event
Avatar CareFabric is enhanced to further support the 'McgEvvVisitDocumented' incoming SDK event.
Value Added: Support for Mobile CareGiver+
Topics
• Electronic Visit Verification • Scheduling Calendar
 
Acceptance Tests
AV-85231 Summary | Details
Mobile CareGiver+ - "Undo Start" functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
  • Crystal Report Viewer
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.
Topics
• Electronic Visit Verification
AV-88202 Summary | Details
Mobile CareGiver+ - 'EvvAppointmentUpdated' SDK event
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.
Topics
• Electronic Visit Verification
AV-90718 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
  • 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