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Avatar CareFabric 2023 Update 49

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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

The following issues related to ProviderConnect Enterprise are resolved: 1) Searches based on social security numbers may fail to find matches if dashes are included in the search term. 2) Program Admissions where the same staff member is both the Attending and Admitting Practitioner will not be sent successfully to a managing organization.

Required Updates

None

Included Updates

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

Details
NEW0 CHANGED0 FIXED2
Fixed (2)
ProviderConnect Enterprise - Client Search
Ensure the ability to search for external client ID's using a client's social security number as a search parameter.
Topics
• CareFabric • ProviderConnect Enterprise
 
ProviderConnect Enterprise - 'Admission' data
Ensure 'Admission' data sends via ProviderConnect Enterprise successfully when the 'Admitting Practitioner' and the 'Attending Practitioner' are the same staff member.
Topics
• CareFabric • ProviderConnect Enterprise
 
Acceptance Tests
AV-87771 Summary | Details
ProviderConnect Enterprise - Client Search
Scenario 1: ProviderConnect Enterprise - Admission - Validate client search using social security number
Specific Setup:
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be configured for a valid managing organization.
  • A client must exist in the configured managing organization's system with a SSN on file (Client A).
  • A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).
Steps
  1. Access the 'Admission' form.
  2. Verify the 'Select Client' dialog is displayed.
  3. Enter the last name of the client that exists in the managing organization's system in the 'Last Name' field.
  4. Enter the first name of the client that exists in the managing organization's system in the 'First Name' field.
  5. Enter the sex of the client that exists in the managing organization's system in the 'Sex' field.
  6. Click [Search].
  7. Validate a "Search Results" message is displayed stating: No matches found.
  8. Click [OK] and [New Client].
  9. Validate a "Client" message is displayed stating: Auto Assign Next ID Number?
  10. Click [Yes].
  11. Enter the desired date in the 'Preadmit/Admission Date' field.
  12. Enter the desired time in the 'Preadmit/Admission Time' field.
  13. Select any program that is selected in the 'Associated Admission Programs' field in the 'Managing Organization Definition' form in the 'Program' field.
  14. Select the desired value in the 'Type Of Admission' field.
  15. Select desired value in the 'Source Of Admission' field.
  16. Enter "Practitioner A" in the 'Admitting Practitioner' field.
  17. Enter "Client A's" social security number in the 'Social Security Number' field.
  18. Select the "ProviderConnect Enterprise Identifiers" section.
  19. Click [Add New Item].
  20. Select the defined managing organization in the 'External Organization' field.
  21. Click [Search].
  22. Select the matching client record in the 'Select Matching Client Record' dialog.
  23. Click [OK].
  24. Validate the 'External ID' field contains the client ID for the client in the managing organization's system.
  25. Click [Update Demographics].
  26. Validate an "Information" message is displayed stating: Client Demographics Information Updated.
  27. Click [OK].
  28. Select the "Demographics" section.
  29. Validate demographic fields have been updated to match the managing organizations record.
  30. Click [Submit].
  31. Access the 'ProviderConnect Enterprise Action Log' form.
  32. Enter the desired date in the 'From Date' and 'Through Date' fields.
  33. Enter the desired time in the 'From Time' and 'Through Time' fields.
  34. Select the desired organization in the 'Managing Organization' field.
  35. Select "PutProgramAdmission" in the 'Action Name' field.
  36. Click [View Action Log].
  37. Verify the 'ProviderConnect Enterprise Action Log' Report is displayed.
  38. Validate the 'ProviderConnect Enterprise Action Log' Report contains a row for the 'PutProgramAdmission' action that was triggered from the 'Admission' form with a result of "Success".
  39. Close the report and the form.
Topics
• ProviderConnect Enterprise
AV-91253 Summary | Details
ProviderConnect Enterprise - 'Admission' data
Scenario 1: ProviderConnect Enterprise- Validate the 'PutProgramAdmission' action
Specific Setup:
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be configured for a valid managing organization.
  • A client must exist in the configured managing organization's system with the following on file: 'Date of Birth', 'Social Security Number', 'Employment Status', 'Sexual Orientation', and 'Education' (Client A).
  • A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).
Steps
  1. Access the 'Admission' form.
  2. Verify the 'Select Client' dialog is displayed.
  3. Enter the last name of the client that exists in the managing organization's system in the 'Last Name' field.
  4. Enter the first name of the client that exists in the managing organization's system in the 'First Name' field.
  5. Enter the sex of the client that exists in the managing organization's system in the 'Sex' field.
  6. Click [Search].
  7. Validate a "Search Results" message is displayed stating: No matches found.
  8. Click [OK] and [New Client].
  9. Validate a "Client" message is displayed stating: Auto Assign Next ID Number?
  10. Click [Yes].
  11. Enter the desired date in the 'Preadmit/Admission Date' field.
  12. Enter the desired time in the 'Preadmit/Admission Time' field.
  13. Select any program that is selected in the 'Associated Admission Programs' field in the 'Managing Organization Definition' form in the 'Program' field.
  14. Select the desired value in the 'Type Of Admission' field.
  15. Select desired value in the 'Source Of Admission' field.
  16. Enter "Practitioner A" in the 'Admitting Practitioner' field.
  17. Enter "Practitioner A" in the 'Attending Practitioner' field.
  18. Select the "ProviderConnect Enterprise Identifiers" section.
  19. Click [Add New Item].
  20. Select the defined managing organization in the 'External Organization' field.
  21. Click [Search].
  22. Select the matching client record in the 'Select Matching Client Record' dialog.
  23. Click [OK].
  24. Validate the 'External ID' field contains the client ID for the client in the managing organization's system.
  25. Click [Update Demographics].
  26. Validate an "Information" message is displayed stating: Client Demographics Information Updated.
  27. Click [OK].
  28. Select the "Demographics" section.
  29. Validate demographic fields have been updated to match the managing organizations record.
  30. Validate the 'Education' field contains the value on file in the managing organization's system.
  31. Validate the 'Employment Status' field contains the value on file in the managing organization's system.
  32. Validate the 'Sexual Orientation' field contains the value on file in the managing organization's system.
  33. Select the "Admission" section.
  34. Validate the 'Date of Birth' field contains the value on file in the managing organization's system.
  35. Validate the 'Social Security Number' field contains the value on file in the managing organization's system.
  36. Click [Submit].
  37. Access the 'ProviderConnect Enterprise Action Log'.
  38. Enter the desired date in the 'From Date' and 'Through Date' fields.
  39. Enter the desired time in the 'From Time' and 'Through Time' fields.
  40. Select the desired organization in the 'Managing Organization' field.
  41. Select "PutProgramAdmission" in the 'Action Name' field.
  42. Click [View Action Log].
  43. Verify the 'ProviderConnect Enterprise Action Log' Report is displayed.
  44. Validate the 'ProviderConnect Enterprise Action Log' Report contains a row for the 'PutProgramAdmission' action that was triggered from the 'Admission' form with a result of "Success".
  45. Close the report and the form.
Topics
• CareFabric • ProviderConnect Enterprise