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Avatar CareFabric 2023 Update 62

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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 2023.03.01
Avatar CareFabric 2023 Monthly Release 2023.03.01
Avatar PM 2023 Monthly Release 2023.03.01
RADplus 2023 Monthly Release 2023.03.01

Product Update Description

SmokingStatus and EhrAssessmentResult actions and events are updated to provide consistent IDs to ProviderConnect Enterprise CCPs and other external systems.

Required Updates

Avatar CareFabric 2023 Update 52

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, 47, 48, 49, 50, 51, 52, 53, 55

Details
NEW0 CHANGED0 FIXED2
Fixed (2)
ProviderConnect Enterprise - Smoking Status
Ensure 'SmokingStatus' SDK events and actions provide consistent IDs for ProviderConnect Enterprise
Topics
• ProviderConnect Enterprise • Update Client Data
 
ProviderConnect Enterprise - 'EhrAssessmentResult' data
Ensure 'EhrAssessmentResult' SDK events and actions provide consistent IDs for ProviderConnect Enterprise.
Topics
• Cal-OMS • Csi Admission • CSI Assessment • ProviderConnect Enterprise
 
Acceptance Tests
AV-90994 Summary | Details
ProviderConnect Enterprise - Smoking Status
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
  • ProviderConnect Enterprise Action Log
  • Update Client Data
Scenario 1: ProviderConnect Enterprise - Validate the 'PutSmokingStatus' 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 defined for a valid managing organization.
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).
Steps
  1. Select "Client A" and access the 'Update Client Data' form.
  2. Select the desired value in the 'Smoker' field.
  3. Enter the desired date in the 'Smoking Assessment Date' field.
  4. Click [Submit].
  5. Access the 'ProviderConnect Enterprise Action Log'.
  6. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  7. Enter the desired times in the 'From Time' and 'Through Time' fields.
  8. Select the desired organization in the 'Managing Organization' field.
  9. Select "PutSmokingStatus" in the 'Action Name' field.
  10. Click [View Action Log].
  11. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  12. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutSmokingStatus' action that was triggered from the 'Update Client Data' form with a "Success" result.
  13. Close the report and the form.
Topics
• ProviderConnect Enterprise • Update Client Data
AV-92368 Summary | Details
ProviderConnect Enterprise - 'EhrAssessmentResult' data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Cal-OMS Discharge
  • CareFabric Monitor
  • Crystal Report Viewer
  • ProviderConnect Enterprise Action Log
Scenario 1: ProviderConnect Enterprise - CSI Admission - Validate the 'PutEhrAssessment' action
Specific Setup:
  • Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be defined for a valid managing organization.
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).
  • Client A's episode must be in a program that has "Yes" selected in the 'Mental Health Program (CSI)' field in the 'Program Maintenance' form.
Steps
  1. Select "Client A" and access the 'CSI Admission' form.
  2. Select the desired episode in the Pre-Display and click [OK].
  3. Populate all required and desired fields.
  4. Click [Submit].
  5. Access the 'ProviderConnect Enterprise Action Log'.
  6. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  7. Enter the desired times in the 'From Time' and 'Through Time' fields.
  8. Select the desired organization in the 'Managing Organization' field.
  9. Select "PutEhrAssessment" in the 'Action Name' field.
  10. Click [View Action Log].
  11. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  12. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'CSI Admission' form with a "Success" result.
  13. Close the report and the form.
Scenario 2: ProviderConnect Enterprise - CSI Assessment - Validate the 'PutEhrAssessment' action
Specific Setup:
  • Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be defined for a valid managing organization.
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).
  • Client A's episode must be in a program that has "Yes" selected in the 'Mental Health Program (CSI)' field in the 'Program Maintenance' form.
Steps
  1. Select "Client A" and access the 'CSI Assessment' form.
  2. Select the desired episode in the Pre-Display and click [OK].
  3. Populate all required and desired fields.
  4. Click [Submit].
  5. Access the 'ProviderConnect Enterprise Action Log'.
  6. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  7. Enter the desired times in the 'From Time' and 'Through Time' fields.
  8. Select the desired organization in the 'Managing Organization' field.
  9. Select "PutEhrAssessment" in the 'Action Name' field.
  10. Click [View Action Log].
  11. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  12. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'CSI Assessment' form with a "Success" result.
  13. Close the report and the form.
Scenario 3: ProviderConnect Enterprise - Cal-OMS Admission - Validate the 'PutEhrAssessment' action
Specific Setup:
  • Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be defined for a valid managing organization.
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).
  • Client A's episode must be in a program that has "Yes" selected in the 'Substance Abuse Program (Cal-OMS)' field in the 'Program Maintenance' form.
Steps
  1. Select "Client A" and access the 'Cal-OMS Admission' form.
  2. Select the desired episode in the Pre-Display and click [OK].
  3. Enter "99902" in the 'Social Security Number' field.
  • Accepted values are as follows:
  • "99900" - Client declines to state
  • "99902" - None or not applicable
  • "99904" - Client unable to answer
  • ###-##-#### - Valid 9 digit social security number with dashes.
  1. Populate all required and desired fields.
  2. Click [Submit].
  3. Access the 'ProviderConnect Enterprise Action Log'.
  4. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  5. Enter the desired times in the 'From Time' and 'Through Time' fields.
  6. Select the desired organization in the 'Managing Organization' field.
  7. Select "PutEhrAssessment" in the 'Action Name' field.
  8. Click [View Action Log].
  9. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  10. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'Cal-OMS Admission' form with a "Success" result.
  11. Close the report and the form.
Scenario 4: ProviderConnect Enterprise - Cal-OMS Annual Update - Validate the 'PutEhrAssessment' action
Specific Setup:
  • Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be defined for a valid managing organization.
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).
  • Client A's episode must be in a program that has "Yes" selected in the 'Substance Abuse Program (Cal-OMS)' field in the 'Program Maintenance' form.
  • Client A must have a 'Cal-OMS Admission' filed.
Steps
  1. Select "Client A" and access the 'Cal-OMS Annual Update' form.
  2. Select the desired episode in the Pre-Display and click [OK].
  3. Enter "99900" in the 'Social Security Number' field.
  • Accepted values are as follows:
  • "99900" - Client declines to state
  • "99902" - None or not applicable
  • "99904" - Client unable to answer
  • ###-##-#### - Valid 9 digit social security number with dashes
  1. Populate all required and desired fields.
  2. Click [Submit].
  3. Access the 'ProviderConnect Enterprise Action Log'.
  4. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  5. Enter the desired times in the 'From Time' and 'Through Time' fields.
  6. Select the desired organization in the 'Managing Organization' field.
  7. Select "PutEhrAssessment" in the 'Action Name' field.
  8. Click [View Action Log].
  9. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  10. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'Cal-OMS Annual Update' form with a "Success" result.
  11. Close the report and the form.
Scenario 5: ProviderConnect Enterprise - Cal-OMS Discharge - Validate the 'PutEhrAssessment' action
Specific Setup:
  • Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be defined for a valid managing organization.
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).
  • Client A's episode must be in a program that has "Yes" selected in the 'Substance Abuse Program (Cal-OMS)' field in the 'Program Maintenance' form.
  • Client A must have a 'Cal-OMS Admission' filed.
Steps
  1. Select "Client A" and access the 'Cal-OMS Discharge' form.
  2. Select the desired episode in the Pre-Display and click [OK].
  3. Select "Developmentally Disabled" in the 'Disability' field.
  4. Enter "99904" in the 'Social Security Number' field.
  • Accepted values are as follows:
  • "99900" - Client declines to state
  • "99902" - None or not applicable
  • "99904" - Client unable to answer
  • ###-##-#### - Valid 9 digit social security number with dashes.
  1. Populate all required and desired fields.
  2. Click [Submit].
  3. Access the 'ProviderConnect Enterprise Action Log'.
  4. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  5. Enter the desired times in the 'From Time' and 'Through Time' fields.
  6. Select the desired organization in the 'Managing Organization' field.
  7. Select "PutEhrAssessment" in the 'Action Name' field.
  8. Click [View Action Log].
  9. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  10. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'Cal-OMS Discharge' form with a "Success" result.
  11. Close the report and the form.
Scenario 6: ProviderConnect Enterprise - Financial Investigation - Validate the 'PutEhrAssessment' action and 'EhrAssessmentResultCreated' event
Specific Setup:
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' registry setting must be set to "Y".
  • The 'Managing Organization Definition' form must be defined for a valid managing organization.
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).
Steps
  1. Select "Client A" and access the 'Financial Investigation' form.
  2. Enter the desired date in the 'Financial Investigation Effective Date' field.
  3. Enter the desired value in the 'Income-Responsible Party Annual Income' field.
  4. Enter the desired value in the 'Income-Household Gross Annual Income' field.
  5. Enter the desired value in the 'Family Size' field.
  6. Enter the desired value in the 'Number of Dependents' field.
  7. Click [Submit].
  8. Access the 'ProviderConnect Enterprise Action Log' form.
  9. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  10. Enter the desired times in the 'From Time' and 'Through Time' fields.
  11. Select the desired organization in the 'Managing Organization' field.
  12. Select "PutEhrAssessment" in the 'Action Name' field.
  13. Click [View Action Log].
  14. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  15. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'Financial Investigation' form with a "Success" result.
  16. Close the report and the form.
Topics
• Cal-OMS • Csi Admission • CSI Assessment • ProviderConnect Enterprise