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Avatar CareFabric 2023 Update 5

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Product Requirements / Recommendations

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

Recommended Update Level

Avatar Appointment Scheduling 2022 Update 27
Avatar PM 2022 Update 138

Additional Requirements

Avatar PM 2022 Update 138
Avatar Appointment Scheduling 2022 Update 27

Product Update Form Description

Avatar CareFabric is enhanced to support MobileCaregiver+ application.

Included Updates

4

Required Updates

None

Details
NEW2 CHANGED0 FIXED0
New (2)
Mobile CareGiver+ - Appointment Tasks
Avatar CareFabric is enhanced to support sending/receiving appointment tasks to/from the Mobile CareGiver+ application.
Value Added: Support for Mobile CareGiver+
Topics
• Add New Appointment • CareFabric Monitor • Electronic Visit Verification • Scheduling Calendar
 
Mobile CareGiver+ - Unscheduled Visits
Avatar CareFabric is enhanced to further support unscheduled visits in the Mobile CareGiver+ application.
Value Added: Support for Mobile CareGiver+
Topics
• Electronic Visit Verification • Registry Settings
 
Acceptance Tests
AV-82241 Summary | Details
Mobile CareGiver+ - Appointment Tasks
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 "(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).
  • 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 'appointmentID' - 'id' field contains the appointment ID.
  21. Validate the 'canceledDate' field contains "null".
  22. Validate the 'canceledReasonCode' field contains "null".
  23. Validate the 'providerOrganizationID' - 'id' field contains the 'Provider Organization ID' assigned to "Program A".
  24. Validate the 'clientID' - 'id' field contains the ID for "Client A".
  25. Validate the 'diagnosisCodes' - 'code' field contains the diagnosis code on file for "Client A".
  26. Validate the 'diagnosisCodes' - 'displayName' field contains the diagnosis value on file for "Client A".
  27. Validate the 'endDate' field contains the appointment end date/time.
  28. Validate the 'insPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A".
  29. Validate the 'insPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A".
  30. Validate the 'isEVV' field contains "true".
  31. Validate the 'locationOfService' fields contain "Client A's" home address.
  32. Validate the 'mcgInsPayerID' - 'id' field contains the 'MCG+ Payer ID' on file in the 'CarePOV Management' form for "Guarantor A".
  33. Validate the 'mcgInsPlanID' - 'id' field contains the 'MCG+ Insurance Plan ID' on file in the 'CarePOV Management' form for "Guarantor A".
  34. Validate the 'services' - 'description' field contains the description for "Service Code A".
  35. Validate the 'services' - 'name' field contains the code for "Service Code A".
  36. Validate the 'services' - 'procedureCode' - 'code' field contains the code for "Procedure A".
  37. Validate the 'services' - 'procedureCode' - 'displayName' field contains the name for "Procedure A".
  38. Validate the 'serviceID' - 'id' field contains the code for "Service Code A".
  39. Validate the 'tasks' - 'taskCode' fields contain the value(s) selected in the 'Available Tasks' field when scheduling the appointment.
  40. Validate the 'startDate' field contains the appointment start date/time.
  41. Validate all other relevant information is displayed for "Client A" and "Practitioner A".
  42. Close the report and the form.
Scenario 2: 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 "(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.
  • "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.
  • "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 completed tasks & notes.
  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 posted and finalized note disposition icons.
  6. Click [Dismiss].
  7. Select "Client A" and navigate to the 'Progress Notes' widget.
  8. Validate the 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 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 "COMP".
  15. Validate the 'carefabric_appt_stat_value' field contains "Completed".
  16. Close the report.
Topics
• Add New Appointment • CareFabric Monitor • Electronic Visit Verification • Scheduling Calendar
AV-83787 Summary | Details
Mobile CareGiver+ - Unscheduled Visits
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
  • Registry Settings (PM)
Scenario 1: Mobile Caregiver+ - Validate the 'McgEvvAppointentUpdated' incoming event when the 'Enable 'Admission vs. Service Program' Functionality' registry setting is enabled
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.
  • The 'Enable 'Admission vs. Service Program' Functionality' registry setting is set to "Y".
  • An admission program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • "Program A" must have an associated service program in the 'Associated Service Program' field in the 'Program Maintenance' form (Program B).
  • "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.
  • 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).
Steps
  1. Add an unscheduled visit in the Mobile CareGiver+ application with associated tasks for "Client A" with "Practitioner A".
  2. Please note: if any of the appointment information sent from Mobile CareGiver+ can't be determined, the appointment will be available for reconciliation in the 'CareFabric Integration Reconciliation' form.
  3. Access the 'Scheduling Calendar' form.
  4. Validate the appointment for "Client A" with "Practitioner A" that was sent from Mobile CareGiver+ is displayed.
  5. Right click on the appointment and click [Details/Edit].
  6. Validate the appointment details are displayed as expected.
  7. Validate the 'Service Code' field contains "Service Code A".
  8. Validate the 'Client' field contains "Client A".
  9. Validate the 'Episode Number' field contains the episode in "Program A".
  10. Validate the 'Practitioner' field contains "Practitioner A".
  11. Validate the 'Program' field contains "Program B".
  12. Validate the 'Available Tasks' field contains the tasks sent from Mobile CareGiver+.
  13. Close the form and click [Dismiss].
Topics
• Electronic Visit Verification • Registry Settings