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Avatar CareFabric 2023 Update 71

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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 2023.04.00
Avatar CareFabric 2023 Monthly Release 2023.04.00
Avatar PM 2023 Monthly Release 2023.04.00
RADplus 2023 Monthly Release 2023.04.00

Product Update Description

Avatar CareFabric is enhanced to support saving signatures with Progress Notes. Also, the following issues are resolved: 1) An active practitioner may appear as inactive in Bells Notes 2) Site-specific fields added to the copies of the Progress Notes (Group and Individual) may display incorrect dictionary values in Bells Notes 3) The progress note may not be saved unless the registry settings "Enabled Practitioner" is enabled and "Send Draft To-Do to Submitting User" is disabled.

Required Updates

None

Included Updates

3, 4, 5, 6, 11, 13, 14, 17, 19, 20, 21, 22, 23, 24, 26, 27, 28, 29, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 46, 47, 48, 49, 50, 51, 52, 53, 54, 55, 56, 58, 59, 60, 62, 63, 64, 68, 69

Details
NEW1 CHANGED0 FIXED3
New (1)
Bells Notes Integration - Patient Signatures
Avatar CareFabric is enhanced to support saving signatures with Progress Notes.
Value Added: Enhancing CareFabric capabilities.
Topics
• Bells Notes • Progress Notes
 
Fixed (3)
Bells Notes Integration - Site Specific fields
Ensure site specific fields added to copies of the 'Progress Notes (Group and Individual)' form display the proper dictionary values in Bells Notes. KB0075192 v0.01
Topics
• Bells Notes • CareFabric • Progress Notes • Site Specific Section Modeling
 
Avatar CareFabric - 'StaffMemberUpdated' SDK event
Ensure the 'StaffMemberUpdated' SDK event is updated properly when a practitioner is re-enrolled after being terminated.
Topics
• CareFabric • CareFabric Monitor • Practitioner
 
CareManager Integration - Progress Notes
Ensure progress notes sent from CareManager finalize and save as expected.
Topics
• Progress Notes
 
Acceptance Tests
AV-91980 Summary | Details
Bells Notes Integration - Patient Signatures
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Document Viewer
Scenario 1: Bells Notes Integration - Validate sending progress notes with signatures when document routing is enabled
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 must be configured for Bells Notes with the following:
  • Document routing enabled
  • 3 signature fields added via 'Site Specific Section Modeling' that are imported to a corresponding note type in Bells (Note Type A).
  • Patient Signature
  • Guardian Signature
  • Other Signature
  • 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' and 'Progress Notes' widgets on the HomeView.
  • A client is enrolled in an existing episode (Client A)
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 "Note Type A".
  5. Verify the existence of "Client A" in the client header when note is started.
  6. Fill out all required fields.
  7. Add signatures in the 'Patient Signature', 'Guardian Signature' and 'Other Signature' fields.
  8. Click [Sign Note].
  9. Validate the Sign Note' dialog is displayed.
  10. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  11. Validate a message is displayed stating: Note Signed Successfully.
  12. Log into myAvatar as "User A".
  13. Navigate to the "My To Do's" widget.
  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, including the 'Patient Signature', 'Guardian Signature' and 'Other Signature' fields.
  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.
  20. Select "Client A" and navigate to the 'Progress Notes' widget.
  21. Validate the progress note filed from Bells Notes is displayed.
  22. Validate all progress note data is displayed as expected, including the 'Patient Signature', 'Guardian Signature', and 'Other Signature' fields.
Scenario 2: Bells Notes Integration - Validate sending progress notes with signatures when document routing is disabled
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 must be configured for Bells Notes with the following:
  • Document routing is disabled
  • 3 signature fields added via 'Site Specific Section Modeling' that are imported to a corresponding note type in Bells (Note Type A).
  • Patient Signature
  • Guardian Signature
  • Other Signature
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner
  • Access to the 'Progress Notes' widget on the HomeView.
  • A client is enrolled in an existing episode (Client A).
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 "Note Type A".
  5. Verify the existence of "Client A" in the client header when note is started.
  6. Fill out all required fields.
  7. Add signatures in the 'Patient Signature', 'Guardian Signature' and 'Other Signature' fields.
  8. Click [Sign Note].
  9. Validate the Sign Note' dialog is displayed.
  10. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  11. Validate a message is displayed stating: Note Signed Successfully.
  12. Select "Client A" and navigate to the 'Progress Notes' widget.
  13. Validate the progress note filed from Bells Notes is displayed.
  14. Validate all progress note data is displayed as expected, including the 'Patient Signature', 'Guardian Signature', and 'Other Signature' fields.
Scenario 3: Bells Notes Integration - Reject a progress note that was sent for approval
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 must be configured for Bells Notes with the following:
  • Document routing enabled
  • 3 signature fields added via 'Site Specific Section Modeling' that are imported to a corresponding note type in Bells (Note Type A).
  • Patient Signature
  • Guardian Signature
  • Other Signature
  • 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' and 'Progress Notes' widgets on the HomeView.
  • A client is enrolled in an existing episode (Client A).
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 "Note Type A".
  5. Verify the existence of "Client A" in the client header when note is started.
  6. Fill out all required fields.
  7. Add signatures in the 'Patient Signature', 'Guardian Signature' and 'Other Signature' fields.
  8. Click [Sign Note].
  9. Validate the Sign Note' dialog is displayed.
  10. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  11. Validate a message is displayed stating: Note Signed Successfully.
  12. Log into myAvatar as "User A".
  13. Navigate to the "My To Do's" widget.
  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, including the 'Patient Signature', 'Guardian Signature' and 'Other Signature' fields.
  17. Click [Reject].
  18. Enter the desired value in the 'Comments for Reject' field and click [OK].
  19. Access the 'Progress Notes (Group and Individual)' form.
  20. Select "Client A" in the 'Select Client' field.
  21. Select the corresponding episode in the 'Select Episode' field.
  22. Select the note rejected in the previous steps in the 'Select Draft Note To Edit' field.
  23. Validate the note details sent from Bells Notes are displayed including the signature for 'Patient Signature', 'Guardian Signature', and 'Other Signature'.
  24. Validate "Draft" is selected in the 'Draft/Final' field.
  25. Close the form.
Topics
• Bells Notes • Progress Notes
AV-92213 Summary | Details
Bells Notes Integration - Site Specific fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Site Specific Section Modeling (CWS)
Scenario 1: Validate the 'GetProgressNoteCustomDisplayPlan' SDK action
Steps

Internal testing only.
Topics
• CareFabric • Site Specific Section Modeling
AV-93547 Summary | Details
Avatar CareFabric - 'StaffMemberUpdated' SDK event
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
  • Crystal Report Viewer
  • Practitioner Enrollment
  • Practitioner Termination
Scenario 1: Practitioner Enrollment/Termination - Validate the 'StaffMemberUpdated' SDK event when a practitioner is terminated and then re-enrolled
Specific Setup:
  • An active practitioner must be defined in 'Practitioner Enrollment' (Practitioner A).
Steps
  1. Access the 'Practitioner Termination' form.
  2. Select "Practitioner A" in the 'Select Staff' dialog and click [OK].
  3. Enter any past date in the 'Termination Date' field.
  4. Select the desired value in the 'Reason For Termination' field.
  5. Click [Submit].
  6. Access the 'CareFabric Monitor' form.
  7. Enter the current date in the 'From Date' and 'Through Date' fields.
  8. Select "Practitioner A" in the 'Staff ID' field.
  9. Click [View Activity Log].
  10. Validate the 'CareFabric Monitor Report' is displayed and contains a "StaffMemberUpdated" record.
  11. Select it and click [Click To View Record].
  12. Validate the 'terminatedDate' field contains the 'Termination Date' filed in the previous steps.
  13. Close the report and the form.
  14. Access the 'Practitioner Enrollment' form.
  15. Select "Practitioner A" in the 'Select Staff' dialog and click [OK].
  16. Enter the current date in the 'Registration Date' field.
  17. Select the "Categories/Taxonomy" section.
  18. Select "Create New" in the 'Category/Taxonomy' field.
  19. Enter the current date in the 'Effective Date' field.
  20. Select the desired value in the 'Practitioner Category' field.
  21. Select the desired value in the 'Discipline' field.
  22. Select the desired value in the 'Practitioner Categories For Coverage' field.
  23. Click [Add Practitioner Categories] and [OK].
  24. Submit the form.
  25. Access the 'CareFabric Monitor' form.
  26. Enter the current date in the 'From Date' and 'Through Date' fields.
  27. Select "Practitioner A" in the 'Staff ID' field.
  28. Click [View Activity Log].
  29. Validate the 'CareFabric Monitor Report' is displayed and contains a "StaffMemberUpdated" record.
  30. Select it and click [Click To View Record].
  31. Validate the 'activatedDate' field contains the current date.
  32. Validate the 'terminationDate' field contains "null".
  33. Close the report and the form.
Topics
• CareFabric • Practitioner
AV-94735 Summary | Details
CareManager Integration - Progress Notes
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