Skip to main content

Avatar CareFabric 2023 Update 38

  1. Last updated
  2. Save as PDF

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

The 'TeleHealthAppointmentCreated', 'TeleHealthAppointmentUpdated', and 'TeleHealthAppointmentDeleted' messages are enhanced to include additional information for recurring appointments.

Required Updates

None

Included Updates

3, 4, 5, 6, 11, 13, 17, 19, 22, 23, 24, 26, 28, 29, 34, 36, 37

Details
NEW1 CHANGED0 FIXED0
New (1)
Scheduling Calendar - Recurring Appointments
The telehealth appointment messages (TeleHealthAppointmentCreated, TeleHealthAppointmentUpdated, TeleHealthAppointmentDeleted) have been updated to include a new recurrence indicator and associated data for recurring appointments.
Value Added: The telehealth appointment messages updated to include a new recurrence indicator and associated data for recurring appointments.
Topics
• NX • Telehealth
 
Acceptance Tests
AV-89927 Summary | Details
Scheduling Calendar - Recurring Appointments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • CareFabric Monitor
  • Crystal Report Viewer
  • Registry Settings (PM)
  • 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
• NX • Telehealth

 

  1. Back to top
  • Was this article helpful?

Recommended articles

  1. Page type
    Reference
  2. Tags
    1. content:release
    2. llm-no-index
    3. NX
    4. role:sysadmin
    5. search:ready
    6. Telehealth