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Avatar CareFabric 2023 Update 69

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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 2023.03.02
Avatar CareFabric 2023 Monthly Release 2023.03.02
Avatar CareFabric 2023 Update 48
Avatar PM 2023 Monthly Release 2023.03.02
RADplus 2023 Monthly Release 2023.03.02

Product Update Description

Avatar CareFabric is updated to support CareManager integrations.

Required Updates

None

Included Updates

3, 4, 5, 6, 11, 13, 14, 17, 19, 21, 22, 23, 24, 26, 27, 28, 29, 34, 35, 36, 37, 38, 39, 41, 43, 44, 46, 47, 48, 49, 50, 51, 52, 53, 55, 58, 60, 62

Details
NEW1 CHANGED0 FIXED1
New (1)
Avatar CareFabric - Support for CareManager
The 'PutProgressNote' SDK action is enhanced to support CareManager integration.
Value Added: Additional support for CareManager
Topics
• Progress Notes
 
Fixed (1)
Avatar CareFabric - 'PutProgressNote' SDK action
Ensure the 'PutProgressNote' SDK action is successful when the 'Clear Selected Client After Filing' registry setting is enabled.
Topics
• Progress Notes
 
Acceptance Tests
AV-94348 Summary | Details
Avatar CareFabric - Support for CareManager
Scenario 1: CareManager - Validate the 'PutProgressNote' action when document routing is enabled
Specific Setup:
  • myAvatar must be configured to integrate with CareManager. Please note: this must be done by a Netsmart Associate.
  • A progress notes form must be configured for CareManager integration.
  • Document routing is enabled on this progress notes form.
  • A practitioner (Practitioner A) must exist in both myAvatar and CareManager that is associated to an Avatar user (User A).
  • This user does not require a supervisor's approval for document routing.
  • A client is enrolled in an existing episode in myAvatar and CareManager (Client A).
Steps
  1. Log into CareManager.
  2. Search for and select "Client A".
  3. File a progress note for a "New Service", populating all required and desired fields.
  4. Select "Practitioner A" as the 'Practitioner'.
  5. Enter the desired value for the 'Duration'.
  6. Select "Final" as the 'Note Status'.
  7. Click [Save].
  8. Log into myAvatar as "User A".
  9. Navigate to the "My To Do's" widget.
  10. Locate the To Do just routed and click [Approve Document].
  11. Validate the document is displayed with the progress note data sent from CareManager.
  12. Click [Accept].
  13. Enter the password for "User A" in the 'Verify Password' dialog and click [OK].
  14. Validate the To-Do is no longer displayed.
  15. Select "Client A" and navigate to the 'Progress Notes' widget.
  16. Validate the 'Progress Notes' widget contains the finalized progress note submitted from CareManager.
  17. Validate all progress note data displays as expected.
Scenario 2: CareManager - Validate the 'PutProgressNote' action when document routing is disabled
Specific Setup:
  • myAvatar must be configured to integrate with CareManager. Please note: this must be done by a Netsmart Associate.
  • A progress notes form must be configured for CareManager integration.
  • Document routing is disabled on this progress notes form.
  • A practitioner (Practitioner A) must exist in both myAvatar and CareManager that is associated to an Avatar user (User A).
  • A client is enrolled in an existing episode in myAvatar and CareManager (Client A).
Steps
  1. Log into CareManager.
  2. Search for and select "Client A".
  3. File a progress note for a "New Service", populating all required and desired fields.
  4. Select "Practitioner A" as the 'Practitioner'.
  5. Enter the desired value for the 'Duration'.
  6. Select "Final" as the 'Note Status'.
  7. Click [Save].
  8. Log into myAvatar as "User A".
  9. Select "Client A" and navigate to the 'Progress Notes' widget.
  10. Validate the 'Progress Notes' widget contains the finalized progress note submitted from CareManager.
  11. Validate all progress note data displays as expected.
Topics
• Progress Notes
AV-94368 Summary | Details
Avatar CareFabric - 'PutProgressNote' SDK action
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.
  • The 'Clear Selected Client After Filing' registry setting set to "Y".
  • 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.
  • 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 the desired value 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 as "User A".
  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 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.
  32. Select "Client A" and access the 'Progress Notes' widget.
  33. Validate the 'Progress Notes' widget contains the finalized progress note submitted from Bells Notes.
  34. Validate all progress note data displays as expected.
Topics
• Progress Notes