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Avatar CareFabric 2023 Update 6

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Product Requirements / Recommendations

Avatar CareFabric required
Avatar PM required
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Product Update Form Description

Avatar CareFabric is enhanced to support future functionality.

Included Updates

4

Required Updates

None

Details
NEW4 CHANGED0 FIXED0
New (4)
Bells Notes Integration - Document Approver
The 'SelectDocumentApprover' SDK action is added which returns a list of all staff members for the document routing process.
Value Added: Support for Bells Notes Integration
Topics
• CareFabric • Progress Notes
 
Bells Notes Integration - Document Routing
The 'PutProgressNote' SDK action is updated to route the filed note to the selected approvers when document routing is enabled.
Value Added: Support for Bells Notes Integration
Topics
• CareFabric • Progress Notes
 
Avatar CareFabric - Service Strategy Codes
The 'ListValueSets' and 'GetValueSet' SDK actions are enhanced to support Service Strategy Codes.
Value Added: Enhancing CareFabric capabilities
Topics
• CareFabric • Progress Notes
 
Bells Notes Integration - CPT Code Calculation
The 'PutProgressNote' SDK action is enhanced to support CPT Code Calculation for Progress Notes.
Value Added: Support for Bells Notes Integration
Topics
• CareFabric • Progress Notes
 
Acceptance Tests
AV-86435 Summary | Details
Bells Notes Integration - Document Approver
Scenario 1: Validate the 'SelectDocumentApprover' SDK action
Steps

Internal testing only.
Topics
• CareFabric
AV-86437 Summary | Details
Bells Notes Integration - Document Routing
Scenario 1: Bells Notes Integration - Validate document routing for progress notes when a supervisor is not required
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 is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form must have document routing enabled.
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner (Practitioner A)
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' widget on the HomeView.
  • The 'Activate Program/Location Filter' registry setting is enabled.
  • A program is defined (Program A) with two associated locations (Location A, Location B). "Location A" is the default location for this program.
  • A client is enrolled in "Program A" (Client A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter the desired service code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select the desired value in the 'Episode Number' field.
  6. Validate "Program A" is selected in the 'Program' field.
  7. Select "Location B" in the 'Location' field.
  8. Validate the 'Practitioner' field is populated with "Practitioner A"
  9. Fill out all required fields.
  10. Click [Submit].
  11. Validate successful submission.
  12. Validate the scheduled appointment is added to the 'Scheduling Calendar' form.
  13. Log into Bells Notes with existing login credentials.
  14. Click the 'Agenda' section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar.
  15. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes.
  16. Click [Start Note] and verify the existence of the 'Session Information' window.
  17. Fill out all required fields and select the desired note type.
  18. Validate user is able to start a note successfully.
  19. Verify the existence of "Client A" in the client header when note is started.
  20. Fill out all required fields.
  21. Click [Sign Note].
  22. Validate the Sign Note' dialog is displayed.
  23. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  24. Validate a message is displayed stating: Note Signed Successfully.
  25. Log into myAvatar as [UserA].
  26. Navigate to the "My To Do's" widget.
  27. Locate the To Do just routed and click [Approve Document].
  28. Validate the document is displayed with the progress note data, including the correct location (Location B) and an electronic signature at the bottom for "Practitioner A" as Author.
  29. Click [Accept].
  30. Enter the password for "User A" in the 'Verify Password' dialog and click [OK].
  31. Validate the To-Do is no longer displayed.
Scenario 2: Bells Notes Integration - Validate document routing for progress notes when a supervisor is required
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 is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form must have document routing enabled.
  • A user is defined [UserA] with the following:
  • Access to Bells Notes
  • Associated practitioner (Practitioner A)
  • Requires a supervisor's approval for document routing (Practitioner B)
  • Access to the 'My To Do's' widget on the HomeView
  • Must be logged in as this user
  • A user is defined [UserB] with the following:
  • Associated practitioner (Practitioner B)
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' widget on the HomeView
  • The 'Activate Program/Location Filter' registry setting is enabled.
  • A program is defined (Program A) with two associated locations (Location A, Location B). "Location A" is the default location for this program.
  • A client is enrolled in "Program A" (Client A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter the desired service code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select the desired value in the 'Episode Number' field.
  6. Validate "Program A" is selected in the 'Program' field.
  7. Select "Location B" in the 'Location' field.
  8. Validate the 'Practitioner' field is populated with "Practitioner A"
  9. Fill out all required fields.
  10. Click [Submit].
  11. Validate successful submission.
  12. Validate the scheduled appointment is added to the 'Scheduling Calendar' form.
  13. Log into Bells Notes with existing login credentials.
  14. Click the 'Agenda' section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar.
  15. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes.
  16. Click [Start Note] and verify the existence of the 'Session Information' window.
  17. Fill out all required fields and select the desired note type.
  18. Validate user is able to start a note successfully.
  19. Verify the existence of "Client A" in the client header when note is started.
  20. Fill out all required fields.
  21. Click [Sign Note].
  22. Validate the Sign Note' dialog is displayed.
  23. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  24. Validate a message is displayed stating: Note Signed Successfully.
  25. Log into myAvatar as [UserB].
  26. Navigate to the "My To Do's" widget.
  27. Locate the To Do just routed and click [Approve Document].
  28. Validate the document is displayed with the progress note data, including the correct location (Location B) and an electronic signature at the bottom for "Practitioner A" as Author and "Practitioner B" as Supervisor.
  29. Click [Accept].
  30. Enter the password for [UserB] in the 'Verify Password' dialog and click [OK].
  31. Validate the To-Do is no longer displayed.
Scenario 3: Bells Notes Integration - Accept a note via the "Sign" section of the 'My To Do's' widget
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 is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate.
  • 'Progress Notes (Group and Individual)' must have document routing enabled.
  • 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).
  • The 'Warning Message for "Draft" Forms' registry setting is enabled with a value.
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 the desired note type.
  5. Verify the existence of "Client A" in the client header when note is started.
  6. Fill out all required fields.
  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. Select the "Sign" section.
  14. Validate the 'Search Documents' field contains the progress note document sent via Bells Notes for "Client A".
  15. Validate the 'Document' field contains the progress note data.
  16. Click [Accept].
  17. Validate the 'Search Documents' field no longer contains the progress note document for "Client A".
  18. Validate the 'Accepted Documents' field contains the accepted progress note document for "Client A".
  19. Click [Sign All].
  20. Enter the password for "User A" in the 'Verify Password' dialog and click [OK].
  21. Validate the 'Accepted Documents' field no longer contains the progress note document for "Client A".
Scenario 4: Bells Notes Integration - Accept a note via the "All" section of the 'My To Do's' widget
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 is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form must have document routing enabled.
  • 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).
  • The 'Warning Message for "Draft" Forms' registry setting is enabled with a value.
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 the desired note type.
  5. Verify the existence of "Client A" in the client header when note is started.
  6. Fill out all required fields.
  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. Select the "All" section.
  14. Validate a To-Do is displayed for the progress note sent via Bells Notes for "Client A".
  15. Click [Approve Document].
  16. Validate the progress note data is displayed.
  17. Click [Accept].
  18. Enter the password for "User A" in the 'Verify Password' field and click [OK].
  19. Validate the To-Do is no longer displayed.
Topics
• CareFabric • Progress Notes
AV-86452 Summary | Details
Avatar CareFabric - Service Strategy Codes
Scenario 1: Progress Notes (Group and Individual) - Service Strategy Codes
Specific Setup:
  • The logged in user is associated to a staff member ("Staff Member A").
  • A client is enrolled in an existing episode ("Client A").
  • Document Routing is enabled in the 'Document Routing Setup' form for 'Progress Notes (Group and Individual)' form.
  • "Avatar PM->Services->->->->Enable Evidence Based Practice Fields" registry setting is set to "Y".
  • "Avatar PM ->California Required EDI->CSI->->->Enable MHSA/DIG Data Collection Fields" registry setting is set to "N"
  • Existing Progress Note with 'Evidence-Based Practices / Service Strategies (CSI)' field enabled in 'Site Specific Section Modeling' form: 'Exclude From Data Collection Instrument' field set to "No".
  • One or more service strategy dictionary codes defined in CWS (70680) "Evidence-Based Practices / Service Strategies (CSI)" with selected values.
  • One or more service strategy dictionary codes defined in PM (10560) "Evidence-Based Practices" with selected values.
Steps
  1. Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
  2. Select any value from the 'Select Episode' field.
  3. Select "New Service" from the 'Progress Notes For' field.
  4. Select any value from the 'Note Type' field.
  5. Set the 'Notes Field' to any value.
  6. Set the 'Date Of Service' field to the current date.
  7. Set the 'Service Charge Code' field to any value.
  8. Select the desired value in the 'Evidence Based Practices' field.
  9. Select the desired value in the 'Evidence Based Practices / Service Strategies (CSI)' field.
  10. Complete the required fields with the desired value.
  11. Select "Draft" from the 'Draft/Final' field.
  12. Click [File Note].
  13. Validate a 'Progress Notes message' is displayed stating: "Note Filed".
  14. Click [OK] and close the form.
  15. Select "Client A" and navigate to the "Progress Notes" widget.
  16. Locate the note that was just filed in the previous steps.
  17. Validate the saved strategy service codes are displayed under the "Evidence Based Practices" section.
  18. Validate the saved strategy service codes are displayed under the "Evidence Based Practices / Service Strategies (CSI)" section.
Topics
• CareFabric • Progress Notes
AV-86460 Summary | Details
Bells Notes Integration - CPT Code Calculation
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Document Viewer
  • HomeView - My To Do's widget
Scenario 1: Progress Notes (Group and Individual) - Validate CPT code calculation
Specific Setup:
  • Have two users: [UserA] and [UserB]
  • Both users have the "My To Do's" widget on their home view
  • [UserA] is defined with the following:
  • An associated staff member ("Staff Member A").
  • User with existing client admitted with financial eligibility on file ("Client A").
  • Document Routing is enabled in the 'Document Routing Setup' form for 'Progress Notes (Group and Individual)' form.
  • "Avatar CWS->Progress Notes->Additional Fields->->->Guarantors To Capture Additional Service Info On Progress Notes" registry setting is set to multiple guarantor codes (e.g. 1&2&100)
  • The 'Progress Notes (Group and Individual)' form has a 'Scrolling Free Text' field (CPT Code, Modifiers, Total Units) enabled with a 'Product Custom Logic Definition' for "Capture CPT Code, Modifiers, Total Units For All Rendered Services". This can be done via 'Site Specific Section Modeling'.
  • [UserB] with an associated staff member ("Staff Member B")
Steps
  1. Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
  2. Select any value from the 'Select Episode' field.
  3. Select "New Service" from the 'Progress Notes For' field.
  4. Select any value from the 'Note Type' field.
  5. Set the 'Notes Field' to any value.
  6. Set the 'Date Of Service' field to the current date.
  7. Set the 'Service Charge Code' field to any value.
  8. Complete the required fields with the desired value.
  9. Verify the existence of the 'CPT Code, Modifier, Total Units' field.
  10. Select "Final" in the 'Draft/Final' field.
  11. Click [File Note].
  12. Validate that the 'Confirm Document' dialog is displayed with the progress note data, including an electronic signature at the bottom for "Staff Member A" as the Author.
  13. Validate the "Product Custom Logic" field configured in 'Site Specific Section Modeling' form is displayed with the CPT Code, Modifiers and Total Units in the document.
  14. Click [Accept and Route].
  15. Enter the desired value in the 'Password' field.
  16. Click [OK].
  17. Validate the 'Route Document To' dialog is displayed.
  18. Search for "Staff Member B" in the "Add Approver" field.
  19. Click [Add].
  20. Validate "Staff Member B" is added as an "Approver" and the "Approver" check box is selected.
  21. Click [Submit].
  22. Validate a 'Progress Notes message' is displayed stating: "Note Filed".
  23. Click [OK].
  24. Click [Discard].
  25. Log in as [UserB] and navigate to the "My To Do's" widget.
  26. Validate there is a To-Do for the progress note filed in the previous steps.
  27. Click [Approve Document].
  28. Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Staff Member A" as Author and "Staff Member B" as Final Approver.
  29. Validate the "Product Custom Logic" field configured in 'Site Specific Section Modeling' form is displayed with the CPT Code, Modifiers and Total Units in the document.
  30. Click [Acknowledge].
  31. Enter the password for "User B" in the 'Verify Password' dialog and click [OK].
  32. Validate the To-Do is no longer displayed.
  33. Log in as [UserA] and navigate to the "Progress Notes" widget.
  34. Select "ClientA" in the 'Select Client' field.
  35. Locate the note that was just finalized in the previous steps.
  36. Validate the "Product Custom Logic" field configured in 'Site Specific Section Modeling' form is displayed with the CPT Code, Modifiers and Total Units in the progress note.
  37. Access the 'Clinical Document Viewer' form.
  38. Select "Individual" in the 'Select All or Individual Patient' field.
  39. Select "Client A" in the 'Select Client' field.
  40. Select the desired value in the "Episode" field.
  41. Click [Process].
  42. Select the document that was just finalized from the document list.
  43. Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Practitioner A" as Author and "Practitioner B" as Attending Practitioner.
  44. Validate the "Product Custom Logic" field configured in 'Site Specific Section Modeling' form is displayed with the CPT Code, Modifiers and Total Units in the document.
  45. Click [Close All Documents].
  46. Validate the document is closed.
Topics
• CareFabric • Progress Notes