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Avatar CareFabric 2023 Update 48

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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 2023.02.02
Avatar CareFabric 2023 Monthly Release 2023.02.02
Avatar PM 2023 Monthly Release 2023.02.02
RADplus 2023 Monthly Release 2023.02.02

Product Update Description

The following changes are made: 1) An issue is resolved where the Add-On Service Codes may not appear as a part of the Document Image when the note is submitted from Bells Notes. 2) An issue is resolved where the requirement check for site specific section modeling fields did not occur when notes are submitted from Bells Notes.

Required Updates

None

Included Updates

3, 4, 5, 6, 11, 13, 14, 17, 19, 22, 23, 24, 26, 27, 28, 29, 34, 35, 36, 37, 38, 39, 41, 43, 44

Details
NEW0 CHANGED0 FIXED2
Fixed (2)
Bells Notes - 'Site Specific Section Modeling' fields
Ensure required 'Site Specific Section Modeling' fields are properly checked when notes are submitted from Bells Notes.
Topics
• Bells Notes • CareFabric • Progress Notes • Site Specific Section Modeling
 
Bells Notes - Add-On Service Codes
Ensure Add-On Service Codes are displayed on the document routing image when notes are submitted from Bells Notes.
Topics
• Bells Notes • CareFabric • NX • Progress Notes
 
Acceptance Tests
AV-90358 Summary | Details
Bells Notes - 'Site Specific Section Modeling' fields
Scenario 1: Bells Notes Integration - validate 'Site Specific Section Modeling' in progress notes when document routing is enabled
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 must be configured for Bells Notes with the following:
  • Document routing enabled
  • 'Site Specific Section Modeling' fields that are imported to a corresponding note type in Bells (Note Type A).
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' widget 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. Fill out all required fields and select "Note Type A".
  5. Verify the existence of "Client A" in the client header when note is started.
  6. Fill out all required fields including fields added via 'Site Specific Section Modeling'.
  7. Click [Sign Note].
  8. Validate the Sign Note' dialog is displayed.
  9. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  10. Validate a message is displayed stating: Note Signed Successfully.
  11. Log into myAvatar as "User A".
  12. Navigate to the "My To Do's" widget.
  13. Validate a To-Do is displayed for the progress note sent via Bells Notes for "Client A".
  14. Click [Approve Document].
  15. Validate the progress note data is displayed, including the 'Site Specific Section Modeling' fields.
  16. Click [Accept].
  17. Enter the password for "User A" in the 'Verify Password' field and click [OK].
  18. Validate the To-Do is no longer displayed.
Topics
• Bells Notes • CareFabric • Progress Notes • Site Specific Section Modeling
AV-91558 Summary | Details
Bells Notes - Add-On Service Codes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Document Routing Setup (PM)
  • Registry Settings (PM)
Scenario 1: Bells Notes Integration - Validate Multiple Add-On Service Code Functionality when document routing is enabled
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • The 'Enable Multiple Add-On Code Per Primary Code Functionality' registry setting is enabled.
  • A primary service code is defined (Service Code A) with multiple add-on codes associated (Add On 1, Add On 2, Add On 3).
  • The 'Progress Notes (Group and Individual)' form must be configured for Bells Notes with the following:
  • Document routing enabled
  • The following fields added via 'Site Specific Section Modeling':
  • Add-On Service
  • Add-On Duration
  • Save Add-On Service
  • Selected Add-On Services
  • Select Add-On Service Entry to Edit/Remove
  • Remove Add-On Service
  • Add-On Service Notes
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner
  • Does not require a supervisor's approval for document routing
  • Access to the 'Progress Notes' and 'My To Do's' widget on the HomeView.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Log into Bells Notes as "User A".
  2. Search for "Client A".
  3. Click [Start Note] and verify the existence of the 'Session Information' window.
  4. Select "Service Code A" in the 'Service Code' field.
  5. Fill out all required fields and select the desired note type.
  6. Verify the existence of "Client A" in the client header when note is started.
  7. Fill out all required fields.
  8. Select "Add On 1", "Add On 2", and "Add On 3" in the 'Add-On Services' field.
  9. Enter the desired duration/comments for each add-on.
  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. Log into myAvatar as "User A".
  15. Navigate to the "My To Do's" widget.
  16. Validate a To-Do is displayed for the progress note sent via Bells Notes for "Client A".
  17. Review the To-Do.
  18. Validate the 'Document Preview' contains all progress note data filed, including the 'Selected Add-On Services' section.
  19. Click [Accept].
  20. Enter the password for "User A" in the 'Verify Password' field and click [OK].
  21. Validate the To-Do is no longer displayed.
  22. Select "Client A" and access the 'Progress Notes' widget.
  23. Validate the note filed in the previous steps is displayed and contains all progress note data, including the 'Selected Add-On Services'.
  24. Access the 'Client Ledger' form.
  25. Select "Client A" in the 'Client ID' field.
  26. Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
  27. Select "Simple" in the 'Ledger Type' field.
  28. Select "Yes" in the 'Include Zero Charges' field.
  29. Click [Process].
  30. Validate the 'Client Ledger' report contains "Service Code A", "Add On 1", "Add On 2" and "Add On 3".
  31. Close the report and the form.
Topics
• Bells Notes • CareFabric • Progress Notes