'274 - Provider Directory Definition' CareFabric Support
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- 274 - Provider Directory Definition
- CareFabric Monitor
- Practitioner Enrollment
- Dictionary Update (PM)
Scenario 1: '274 - Provider Directory Definition' - Validation of 'PDOrganizationResourceCreated' / 'PDOrganizationResourceUpdated' SDK Event
Steps
- Open Avatar Cal-PM '274 - Provider Directory Definition' form.
- Note - Acceptance testing may also be confirmed via 274 Provider Directory Definition information filed via the Avatar Cal-PM 'File Import' form
- Navigate to 'Group Definition' section of form.
- Select value for 'Plan Type' field, and select 'Add' or 'Edit' in 'Add or Edit Group' field.
- Enter 'Provider Group Name (2100CA-NM1-03)' value and select value for 'Active' field (or search/select existing record in 'Provider Group' field if 'Edit Group' selected).
- Enter/select values for all other 'Group Definition' fields as desired.
- Click 'File Group Details' button to save/file 274 Provider Directory Group Definition entry; ensure user is presented with filing confirmation dialog.
- Open Avatar Cal-PM 'CareFabric Monitor' form.
- Enter values for 'From Date' and 'Through Date' fields (using dates which include 274 Provider Directory Group Definition entry/edit).
- Enter/select values for any other CareFabric Monitor fields as desired.
- Click 'View Activity Log' button to display CareFabric Monitor report results.
- In CareFabric Monitor report results - ensure that 'PDOrganizationResourceCreated' Event Out Activity is present for all 'Add Group' entries filed via the Avatar Cal-PM '274 - Provider Directory Definition' form, with 'Entity ID' reflecting the Provider Group ID (i.e. 'ProviderGroup-1').
- In CareFabric Monitor report results - ensure that 'PDOrganizationResourceUpdated' Event Out Activity is present for all 'Edit Group' entries filed via the Avatar Cal-PM '274 - Provider Directory Definition' form, with 'Entity ID' reflecting the Provider Group ID (i.e. 'ProviderGroup-1').
- Using the 'Click To View Record' link, ensure that the 'PDOrganizationResourceCreated'/'PDOrganizationResourceUpdated' Event Out Activity includes the following information fields:
- 'organizationResourceID'
- System-assigned ID, format 'ProviderGroup-[ID]'
- 'typeCodes'
- Static value 'prvgrp'
- 'name'
- From 'Provider Group Name (2100CA-NM1-03)' field
- 'isActive'
- 'True'/'False'
- 'aliases'
- From 'Additional Provider Group Name (2100CA-N2-01)'/'Provider Group Doing Business As Name (2100CA-N2-02)' fields
- ''fhirIdentifiers - NPI'
- From 'Provider Group Identifier (2100CA-NM1-09)' field
- 'fhirProfiles'
- Static value 'http://hl7.org/fhir/us/davinci-pdex-...t-Organization'
Scenario 2: '274 - Provider Directory Definition' - Validation of 'PDLocationResourceCreated' / 'PDLocationResourceUpdated' SDK Event
Steps
- Open Avatar Cal-PM '274 - Provider Directory Definition' form.
- Note - Acceptance testing may also be confirmed via 274 Provider Directory Definition information filed via the Avatar Cal-PM 'File Import' form
- Navigate to 'Site Definition' section of form.
- Select value for 'Plan Type' field, and select 'Add' or 'Edit' in 'Add or Edit Site' field.
- Enter 'Site or Location of Service Name (2100DA-NM1-03)' value and select value for 'Provider Group' and 'Active' fields (or search/select existing record in 'Provider Site' field if 'Edit Site' selected).
- Enter/select values for all other 'Site Definition' fields as desired (including 'Site Work Schedule' and 'Foreign Languages Spoken At This Site' multiple-entry grids).
- Click 'File Site Details' button to save/file 274 Provider Directory Site Definition entry; ensure user is presented with filing confirmation dialog.
- Open Avatar Cal-PM 'CareFabric Monitor' form.
- Enter values for 'From Date' and 'Through Date' fields (using dates which include 274 Provider Directory Site Definition entry/edit).
- Enter/select values for any other CareFabric Monitor fields as desired.
- Click 'View Activity Log' button to display CareFabric Monitor report results.
- In CareFabric Monitor report results - ensure that 'PDLocationResourceCreated' Event Out Activity is present for all 'Add Site' entries filed via the Avatar Cal-PM '274 - Provider Directory Definition' form, with 'Entity ID' reflecting the Provider Site ID (i.e. 'ProviderSite-1').
- In CareFabric Monitor report results - ensure that 'PDLocationResourceUpdated' Event Out Activity is present for all 'Edit Site' entries filed via the Avatar Cal-PM '274 - Provider Directory Definition' form, with 'Entity ID' reflecting the Provider Site ID (i.e. 'ProviderSite-1').
- Using the 'Click To View Record' link, ensure that the 'PDLocationResourceCreated'/'PDLocationResourceUpdated' Event Out Activity includes the following information fields:
- 'locationResourceID'
- System-assigned ID, format 'ProviderSite-[ID]'
- 'managingOrganizationID'
- Associated 274 Provider Directory Group, format 'ProviderGroup-[ID]'
- 'statusCode'
- 'Active' or 'Inactive'
- 'description'
- From 'Site or Location of Service Name (2100DA-NM1-03)' field
- 'aliases'
- From 'Additional Site or Location Name (2100DA-N2-01)'/'Site or Location Doing Business As Name (2100DA-N2-02)' fields
- 'address'
- From 'Site or Location Address (2110DA-N3-01)'/Site or Location Address 2 (2110DA-N3-02)'/Site or Location City Name (2110DA-N4-01)'/Site or Location State Code (2110DA-N4-02)'/'Site or Location Zip Code (2110DA-N4-03)' fields
- 'phoneNumbers'
- From 'Communication Number - 1 (2100DA-PER-04)'/'Communication Number - 2 (2100DA-PER-06)'/'Communication Number - 3 (2100DA-PER-08)' /'Communication Number - 4 (2100DA-PER-04 2nd Iteration)' fields
- 'typeCodes'
- From 'Facility Type (2100DA-N2-01)' field, using Other Tabled Files '(274193) Fhir Location Role Type' Extended Dictionary Data Element
- 'hoursOfOperation'
- From 'Site Work Schedule (2100DA-WS)' multiple entry grid, using Other Tabled Files '(274194) Fhir Office Hours Code' Extended Dictionary Data Element
- 'fhirIdentifiers - NPI'
- From 'Site or Location Identifier (2100DA-NM1-09)' field
- 'fhirExtensions - characteristics'
- From 'Gender Restriction Code (2100DA-PDI-01)'/'Age Range Minimum (2100DA-PDI-02)'/'Age Range Maximum (2100DA-PDI-03)' fields
- 'fhirExtensions - acceptingPatients'
- From 'Patient Acceptance Indicator (2100DA-CRC-03)' field
- 'fhirExtensions - accessibility'
- From 'Site or Location Assistive Aid Indicator (2100DA-CRC-03)' field
- 'fhirProfiles'
- Static value 'http://hl7.org/fhir/us/davinci-pdex-...annet-Location'
Scenario 3: 'Practitioner Enrollment' - Validation of 'PDPractitionerResourceCreated' / 'PDPractitionerResourceUpdated' SDK Event
Specific Setup:
- Avatar Cal-PM Registry Setting 'Practitioner Enrollment - Fields to Include' may optionally be set to include/exclude Taxonomy Code (in 'Categories/Taxonomy' section)
Steps
- Open Avatar Cal-PM 'Practitioner Enrollment' form.
- Search/select existing Practitioner/Staff for update, or click 'New Staff' button for new Practitioner Enrollment entry.
- Enter/update values for 'Name', 'Registration Date', 'Office Address...', 'Office Telephone...' and 'NPI Number' fields (and all other Practitioner Enrollment fields as desired/required).
- Navigate to 'Categories/Taxonomy' section of form.
- Enter/update Practitioner Categories entry/entries as required/desired (including value for 'Taxonomy Code' field where enabled).
- Click 'Submit' button to save/file Practitioner Enrollment record.
- Open Avatar Cal-PM '274 - Provider Directory Definition' form.
- Note - Acceptance testing may also be confirmed via 274 Provider Directory Definition information filed via the Avatar Cal-PM 'File Import' form
- Navigate to 'Provider Definition' section of form.
- Select value for 'Plan Type' field.
- Search/select Provider (Practitioner) for association to Site in 'Provider' field.
- Search/select 274 Site for Provider association/update in 'Associated Site' field.
- Select value for 'Active' field.
- Enter/select values for all other 'Provider Definition' fields as desired.
- Click 'File Provider Details' button to save/file 274 Provider Directory Provider Definition entry; ensure user is presented with filing confirmation dialog.
- Open Avatar Cal-PM 'CareFabric Monitor' form.
- Enter values for 'From Date' and 'Through Date' fields (using dates which include Practitioner Enrollment entry/edit).
- Enter/select values for any other CareFabric Monitor fields as desired.
- Click 'View Activity Log' button to display CareFabric Monitor report results.
- In CareFabric Monitor report results - ensure that 'PDPractitionerResourceCreated' Event Out Activity is present for all new Practitioner/Practitioner Enrollment entries filed via the Avatar Cal-PM 'Practitioner Enrollment' and/or '274 - Provider Directory Definition' forms, with 'Entity ID' reflecting the Practitioner/Provider (i.e. 'Practitioner-000001').
- In CareFabric Monitor report results - ensure that 'PDPractitionerResourceUpdated' Event Out Activity is present for all Practitioner Enrollment entries updated via the Avatar Cal-PM 'Practitioner Enrollment' and/or '274 - Provider Directory Definition' forms, with 'Entity ID' reflecting the Practitioner/Provider (i.e. 'Practitioner-000001').
- Using the 'Click To View Record' link, ensure that the 'PDPractitionerResourceCreated'/'PDPractitionerResourceUpdated' Event Out Activity includes the following information fields:
- 'practitionerResourceID'
- Practitioner/Staff ID, format 'Practitioner-[ID]'
- ' IsActive'
- 'True' where Practitioner Enrollment is active (Practitioner Termination not filed)
- 'names' ('first' and 'last')
- From Practitioner Enrollment 'Name' field
- 'phoneNumbers'
- From Practitioner Enrollment 'Office Telephone (1)' , 'Office Telephone (2)', 'Home Telephone', 'Cellular Telephone' and 'Beeper Number' fields
- 'addresses'
- From Practitioner Enrollment 'Office Address...' and 'Home Address...' fields
- 'qualifications'
- From Practitioner Enrollment 'Taxonomy Code' and 'Effective Date'/'End Date' fields
- 'communications'
- From '274 - Provider Directory Definition' form Provider/Site Association 'Language Code - 1 (2100EA-LUI-02)'/'Language Proficiency Indicator - 1 (2100EA-LUI-05)' through 'Language Code - 8 (2100EA-LUI-02)'/'Language Proficiency Indicator - 8 (2100EA-LUI-05)' fields, using Client '(274195) Fhir Language Code' and '(274196) Fhir Language Proficiency Code' Extended Dictionary Data Elements
- 'fhirIdentifiers - NPI'
- From Practitioner Enrollment 'NPI Number' field (or '274 - Provider Directory Definition' Provider/Site Association 'Provider Identifier (2100EA-NM1-09)' field, only where not defined in Practitioner Enrollment)
- 'fhirProfiles'
- Static value 'http://hl7.org/fhir/us/davinci-pdex-...t-Practitioner'
Scenario 4: '274 - Provider Directory Definition' - Validation of 'PDPractitionerRoleResourceCreated' / 'PDPractitionerRoleResourceUpdated' SDK Event
Specific Setup:
- One or more Practitioner record(s) for assignment to 274 Provider Site (via '274 - Provider Directory Definition' form)
Steps
- Open Avatar Cal-PM '274 - Provider Directory Definition' form.
- Note - Acceptance testing may also be confirmed via 274 Provider Directory Definition information filed via the Avatar Cal-PM 'File Import' form
- Navigate to 'Provider Definition' section of form.
- Select value for 'Plan Type' field.
- Search/select Provider (Practitioner) for association to Site in 'Provider' field.
- Search/select 274 Site for Provider association/update in 'Associated Site' field.
- Select value for 'Active' field.
- Enter/select values for all other 'Provider Definition' fields as desired.
- Click 'File Provider Details' button to save/file 274 Provider Directory Provider Definition entry; ensure user is presented with filing confirmation dialog.
- Open Avatar Cal-PM 'CareFabric Monitor' form.
- Enter values for 'From Date' and 'Through Date' fields (using dates which include 274 Provider Directory Provider Definition entry/edit).
- Enter/select values for any other CareFabric Monitor fields as desired.
- Click 'View Activity Log' button to display CareFabric Monitor report results.
- In CareFabric Monitor report results - ensure that 'PDPractitionerRoleResourceCreated' Event Out Activity is present for all new Provider/Site Association entries filed via the Avatar Cal-PM '274 - Provider Directory Definition' form, with 'Entity ID' reflecting the Provider Role ID (i.e. 'PractitionerRole-1').
- Note - 'PDHealthcareServiceResourceCreated'/'PDHealthcareServiceResourceUpdated' and 'PDPractitionerResourceCreated'/'PDPractitionerResourceUpdated' Event Out Activities will also be filed for 'Service Type (2100EA-N2-02)' Dictionary Codes and associated 'Practitioner Enrollment' records where Provider/Site Association entries are added (to ensure complete/latest data for associated records)
- In CareFabric Monitor report results - ensure that 'PDPractitionerRoleResourceUpdated' Event Out Activity is present for all updated Provider/Site Association entries filed via the Avatar Cal-PM '274 - Provider Directory Definition' form, with 'Entity ID' reflecting the Provider Role ID (i.e. 'PractitionerRole-1').
- Note - 'PDHealthcareServiceResourceCreated'/'PDHealthcareServiceResourceUpdated' and 'PDPractitionerResourceCreated'/'PDPractitionerResourceUpdated' Event Out Activities will also be filed for 'Service Type (2100EA-N2-02)' Dictionary Codes and associated 'Practitioner Enrollment' records where Provider/Site Association entries are updated (to ensure complete/latest data for associated records)
- Using the 'Click To View Record' link, ensure that the 'PDPractitionerRoleResourceCreated'/'PDPractitionerRoleResourceUpdated' Event Out Activity includes the following information fields:
- 'practitionerRoleResourceID'
- System-assigned ID, format 'PractitionerRole-[ID]'
- 'locationIDs'
- Associated 274 Provider Directory Site, format 'ProviderSite-[ID]'
- 'organizationID'
- Associated 274 Provider Directory Group, format 'ProviderGroup-[ID]'
- 'providerID'
- Associated Practitioner ID, format 'Practitioner-[ID]'
- 'isActive'
- 'True'/'False'
- 'authorizedDateRange'
- From 'Affiliation Contract Effective Date (2100EA-DTP-03)'/'Affiliation Contract Expiration Date (2100EA-DTP-03)' fields
- 'specialtyCodes'
- From 'Provider Specialty Code - 1 (2120EA-LQ-02)' through 'Provider Specialty Code - 5 (2120EA-LQ-02)' fields
- 'healthcareServiceIDs'
- From 'Service Type (2100EA-N2-02)' field, using associated 'PDHealthcareServiceResource' ID, format 'ServiceType-[ID]'
- 'fhirProfiles'
- Static value 'http://hl7.org/fhir/us/davinci-pdex-...actitionerRole'
Scenario 5: '274 - Provider Directory Definition' - Validation of 'PDHealthcareServiceResourceCreated' / 'PDHealthcareServiceResourceUpdated' SDK Event
Specific Setup:
- One or more Dictionary Code(s) defined for 'Other Tabled Files' Indirect '(274224) Service Type (2100EA-N2-02)' Data Element/Dictionary, including values for the following Extended Dictionary Data Elements:
- '(274290) Fhir Healthcare Service Category'
- '(274291) Fhir Healthcare Service Type'
- '(274292) Fhir Appointment Required'
- '(274293) Fhir Delivery Methods and Modalities'
- One or more Practitioner record(s) for assignment to 274 Provider Site (via '274 - Provider Directory Definition' form)
Steps
- Open Avatar Cal-PM 'Dictionary Update' form.
- Navigate to 'Input Dictionary Code(s)' section of form.
- Select 'Other Tables Files' file/indirect.
- Select Data Element/Dictionary '(274224) Service Type (2100EA-N2-02)'.
- Enter/select value for Dictionary Code/Value, and enter/select values for the following Extended Dictionary Data Elements:
- '(274290) Fhir Healthcare Service Category'
- '(274291) Fhir Healthcare Service Type'
- '(274292) Fhir Appointment Required'
- '(274293) Fhir Delivery Methods and Modalities'
- Click 'Apply Changes' button to save/file Dictionary Code entry; repeat as desired for additional '(274224) Service Type (2100EA-N2-02)' Dictionary Codes.
- Open Avatar Cal-PM '274 - Provider Directory Definition' form.
- Navigate to 'Provider Definition' section of form.
- Select value for 'Plan Type' field.
- Search/select Provider (Practitioner) for association to Site in 'Provider' field.
- Search/select 274 Site for Provider association/update in 'Associated Site' field.
- Select value for 'Active' field.
- Enter/select values for all other 'Provider Definition' fields as desired.
- Click 'File Provider Details' button to save/file 274 Provider Directory Provider Definition entry; ensure user is presented with filing confirmation dialog.
- Open Avatar Cal-PM 'CareFabric Monitor' form.
- Enter values for 'From Date' and 'Through Date' fields (using dates which include 274 Provider Directory Provider Definition entry/edit).
- Enter/select values for any other CareFabric Monitor fields as desired.
- Click 'View Activity Log' button to display CareFabric Monitor report results.
- In CareFabric Monitor report results - ensure that 'PDHealthcareServiceResourceCreated' Event Out Activity is present for all new 'Service Type (2100EA-N2-02)' Dictionary Codes filed via the Avatar Cal-PM 'Dictionary Update' form, with 'Entity ID' reflecting the Service Type ID (i.e. 'ServiceType-IC').
- Note - 'PDHealthcareServiceResourceCreated' Event Out Activity will be filed on entry/update of Provider/Site Association entries via Avatar Cal-PM '274 - Provider Directory Definition' form (not directly upon addition of Service Type (2100EA-N2-02)' Dictionary Code in 'Dictionary Update' form)
- In CareFabric Monitor report results - ensure that 'PDHealthcareServiceResourceUpdated' Event Out Activity is present for all updated 'Service Type (2100EA-N2-02)' Dictionary Codes filed via the Avatar Cal-PM 'Dictionary Update' form, with 'Entity ID' reflecting the Service Type ID (i.e. 'ServiceType-IC').
- Note - 'PDHealthcareServiceResourceUpdated Event Out Activity will be filed on entry/update of Provider/Site Association entries via Avatar Cal-PM '274 - Provider Directory Definition' form (not directly upon update of Service Type (2100EA-N2-02)' Dictionary Code in 'Dictionary Update' form)
- Using the 'Click To View Record' link, ensure that the 'PDHealthcareServiceResourceCreated'/'PDHealthcareServiceResourceUpdated' Event Out Activity includes the following information fields:
- 'healthcareServiceResourceID'
- 'Dictionary Code' value, format 'ServiceType-[Dictionary Code]'
- 'name'
- 'Dictionary Value' value
- 'isActive'
- 'True'/'False'
- 'categoryCodes'
- From Extended Dictionary Data Element '(274290) Fhir Healthcare Service Category'
- 'typeCodes'
- From Extended Dictionary Data Element '(274291) Fhir Healthcare Service Type'
- 'isAppointmentRequired'
- From Extended Dictionary Data Element '(274292) Fhir Appointment Required'
- 'fhirExtentions - type - delivery-method'
- From Extended Dictionary Data Element '(274293) Fhir Delivery Methods and Modalities' for selected value 'Physical'
- 'fhirExtentions - virtualModalities'
- From Extended Dictionary Data Element '(274293) Fhir Delivery Methods and Modalities' for all selected values other than 'Physical'
- 'fhirProfiles'
- Static value 'http://hl7.org/fhir/us/davinci-pdex-...lthcareService'
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Topics
• CareFabric
• Practitioner
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