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Avatar CareFabric 2023 Update 75

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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 PM 2023 Monthly Release 2023.03.02
RADplus 2023 Monthly Release 2023.03.02

Product Update Description

Avatar CareFabric is enhanced to support the MobileCaregiver+ application.

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, 55, 56, 58, 59, 60, 62, 63, 64, 69, 72, 74

Details
NEW1 CHANGED0 FIXED0
New (1)
Mobile CareGiver+ - Multiple Recipients
Avatar CareFabric is enhanced to support visits coming from Mobile CareGiver+ with multiple recipients.
Value Added: Support for Mobile CareGiver+
Topics
• Electronic Visit Verification • Scheduling Calendar
 
Acceptance Tests
AV-91514 Summary | Details
Mobile CareGiver+ - Multiple Recipients
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
  • CarePOV Management
  • Crystal Report Viewer
  • Client Ledger
Scenario 1: Mobile CareGiver + - Validate the 'McgEvvAppointmentUpdated' incoming event for multiple recipients
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.
  • 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 "(587) Place Of Service (Mobile CareGiver+)" must be set to "Home" (unless an alternate address is being used).
  • If the above dictionary data element is not defined, then the extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" will be used and must be set to "Home". If this dictionary data element is not defined, then "(578) Place Of Service (HCFA 24-B)" will be used and must be set to "Home".
  • 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).
  • A site is defined with hours for scheduling (Site 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.
  • "Site A" selected in the 'Site' field.
  • "Yes" is selected in the following fields for the 'McgEvvAppointmentUpdated' event: 'Keep Incoming Payload in the Log', 'Keep Outgoing Payload in the Log' and 'Show in the CareFabric Monitor Report' in the 'CareFabric Management' form. This must be done by a Netsmart Representative.
  • A practitioner must be defined as an EVV resource with hours for scheduling at "Site A" and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).
  • Two clients are enrolled in "Program A" and have the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A & Client B).
Steps
  1. Add an unscheduled visit in the Mobile CareGiver+ application for multiple recipients (Client A & Client B) 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 'CareFabric Monitor' form.
  4. Enter the current date in the 'From Date' and 'Through Date' fields.
  5. Select "McgEvvAppointmentUpdated" in the 'Event/Action Search' field.
  6. Click [View Activity Log].
  7. Validate the 'CareFabric Monitor Report' contains an "McgEvvAppointmentUpdated" record.
  8. Click [Click To View Record].
  9. Validate the 'endDate' field contains the appointment end date/time.
  10. Validate the 'isMultipleRecipients' field contains "true".
  11. Validate the 'mcgAppointmentID' - 'id' field contains the MCG+ unique identifier for the appointment.
  12. Validate the 'resource' - 'resourceID' field contains "Practitioner A".
  13. Validate the first - 'services' - 'clientID- 'id' field contains "Client A".
  14. Validate the first 'services' - 'procedureCode' - 'code' field contains "Procedure Code A".
  15. Validate the second 'services' - 'clientID' - 'id' field contains "Client B".
  16. Validate the second 'services' - 'procedureCode' - 'code' field contains "Procedure Code A".
  17. Validate the 'startDate' field contains the appointment start date/time.
  18. Validate all other appointment data is displayed.
  19. Close the report and the form.
  20. Access the 'Scheduling Calendar' form.
  21. Validate an appointment for "Client A" and "Client B" with "Practitioner A" that was sent from Mobile CareGiver+ is displayed at "Site A".
  22. Right click on the appointment for "Client A" and click [Details/Edit].
  23. Validate the appointment details are displayed as expected.
  24. Close the form.
  25. Right click on the appointment for "Client B" and click [Details/Edit].
  26. Validate the appointment details are displayed as expected.
  27. Close the form and click [Dismiss].
Scenario 2: Mobile Caregiver+ - Validate the 'McgEvvVisitStarted' incoming event for multiple recipients
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.
  • 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 "(587) Place Of Service (Mobile CareGiver+)" must be set to "Home" (unless an alternate address is being used).
  • If the above dictionary data element is not defined, then the extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" will be used and must be set to "Home". If this dictionary data element is not defined, then "(578) Place Of Service (HCFA 24-B)" will be used and must be set to "Home".
  • 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).
  • A site is defined with hours for scheduling (Site 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.
  • "Site A" selected in the 'Site' field.
  • "Yes" is selected in the following fields for the 'McgEvvAppointmentUpdated' event: 'Keep Incoming Payload in the Log', 'Keep Outgoing Payload in the Log' and 'Show in the CareFabric Monitor Report' in the 'CareFabric Management' form. This must be done by a Netsmart Representative.
  • A practitioner must be defined as an EVV resource with hours for scheduling at "Site A" and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).
  • Two clients are enrolled in "Program A" and have the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A & Client B).
  • An unscheduled visit must be sent from the Mobile CareGiver+ application for multiple recipients using "Client A" and "Client B".
Steps
  1. Start the unscheduled visit with multiple recipients, "Client A" and "Client B", in the Mobile CareGiver+ application.
  2. Access the 'CareFabric Monitor' form.
  3. Enter the current date in the 'From Date' and 'Through Date' fields.
  4. Select "Client A" in the 'Client ID' field.
  5. Select "McgEvvVisitStarted" in the 'Event/Action Search' field.
  6. Click [View Activity Log].
  7. Validate the 'CareFabric Monitor Report' contains an "McgEvvVisitStarted" record.
  8. Click [Click To View Record].
  9. Validate the 'clockInDetails' - 'deviceRecordedDate' field contains the date of the visit and start time.
  10. Validate the 'isMultipleRecipients' field contains "true".
  11. Validate the first - 'services' - 'clientID- 'id' field contains "Client A".
  12. Validate the first 'services' - 'procedureCode' - 'code' field contains "Procedure Code A".
  13. Validate the second 'services' - 'clientID' - 'id' field contains "Client B".
  14. Validate the second 'services' - 'procedureCode' - 'code' field contains "Procedure Code A".
  15. Validate the last 'status' field contains "INPR" indicating the visit is in progress.
  16. Close the report and the form.
  17. Access the 'Scheduling Calendar' form.
  18. Validate the appointments for "Client A" and "Client B" display with the visit start time.
  19. Click [Dismiss].
  20. Access Crystal Reports or other SQL Reporting tool.
  21. Select the PM namespace.
  22. Create a report using the 'SYSTEM.appt_data' SQL table.
  23. Navigate to the appointment for "Client A" and "Client B".
  24. Validate the 'carefabric_appt_stat_code' field contains "INPR".
  25. Validate the 'carefabric_appt_stat_value' field contains "In Progress".
  26. Close the report.
Scenario 3: Mobile CareGiver+ - Validate the 'McgEvvVisitDocumented' incoming event for a completed visit for multiple recipients
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 "(587) Place Of Service (Mobile CareGiver+)" set to "Home" (unless an alternate address is being used).
  • If the above dictionary data element is not defined, then the extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" will be used and must be set to "Home". If this dictionary data element is not defined, then "(578) Place Of Service (HCFA 24-B)" will be used and must be set to "Home".
  • 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. The following registry settings must be configured for the progress note form:
  • 'Attach Selected Appointment To Notes On Draft' registry setting is set to "1" or "2"
  • 'Post Appointment When the Note Is Submitted' registry setting is set to "Y"
  • "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).
  • Two clients are enrolled in "Program A" and have the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A & Client B).
  • An unscheduled visit must be started in the Mobile CareGiver+ application for multiple recipients using "Client A" and "Client B".
Steps
  1. Complete the visit for multiple recipients (Client A & Client B) with "Practitioner A" in the Mobile CareGiver+ application.
  2. Ensure the visit includes notes for both "Client A" and "Client B".
  3. Access the 'Scheduling Calendar' form.
  4. Validate the appointment for both "Client A" and "Client B" is displayed at the correct start/end times for the visit.
  5. Validate the appointment for "Client A" is displayed with the draft note disposition icon (if configured in 'Set System Defaults').
  6. Click [Dismiss].
  7. Select "Client A" and navigate to the 'Progress Notes' widget.
  8. Validate the draft 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.
  10. Select "Client B" and navigate to the 'Progress Notes' widget.
  11. Validate the draft progress note created when the visit was completed is displayed with the appropriate data for the visit.
  12. Validate the 'Notes Field' field for the progress note contains the notes entered when completing the visit.
  13. In the Mobile CareGiver+ application, access the Work List.
  14. Update the 'Billable Service Start' and 'Billable Service End' times.
  15. Release the visit.
  16. Access the 'Scheduling Calendar' form.
  17. Validate the appointments for "Client A" and "Client B" are displayed at the updated start/end times for the visit.
  18. Validate the appointments for "Client A" and "Client B" are still displayed with the draft note disposition icon.
  19. Click [Dismiss].
  20. Select "Client A" and navigate to the 'Progress Notes' widget.
  21. Validate the draft progress note displays the updated start/end times for the visit.
  22. Select "Client B" and navigate to the 'Progress Notes' widget.
  23. Validate the draft progress note displays the updated start/end times for the visit.
  24. Once the visit is accepted and received by myAvatar, the following will happen:
  25. Appointments will be posted, charges will be visible in the 'Client Ledger'
  26. Progress notes associated to the visit will be finalized.
Topics
• Electronic Visit Verification