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Avatar CareFabric 2024 Monthly Release 2024.00.00 Acceptance Tests

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Update 1 Summary | Details
2024 Update installation
Scenario 1: Validate Upgrading Avatar CareFabric 2023 to 2024 is successful when 2023.04.00 is loaded
Specific Setup:
  • Latest Monthly Release is installed.
Steps
  1. Open the "Product Updates" form.
  2. Select the appropriate [Namespace] from the Application dropdown list
  3. Click [Select Update/Customization Pack].
  4. Browse to the location for the updates and select the Update 1.
  5. Click [OK] on the "File Upload Complete" window.
  6. Click [Review Update/Customization Pack Contents].
  7. Verify Update 1 is included.
  8. Click [Install Update/Customization Pack].
  9. Click [OK] when the install completes.
  10. Click [Close Form].
Topics
• Upgrade
Update 4 Summary | Details
TeleHealth - Recurring Appointments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
  • CareFabric Monitor
  • Dictionary Update (PM)
Scenario 1: Schedule recurring TeleHealth appointment with a TeleHealth service code and validate the TeleHealthAppointmentCreated/Updated/Deleted SDK events
Specific Setup:
  • A service code must be defined as a "Telehealth Service" in the 'Service Codes' form.
  • Using the "Admission" form"
  • Admit a new client into any episode.
  • Navigate to the "Demographics" section.
  • Enter a home address, city, state and zip.
  • Enter an email address.
  • Enter a home telephone number.
Steps
  1. Open the "Scheduling Calendar" form.
  2. Schedule a recurring appointment TeleHealth service using a TeleHealth service code.
  3. Open the "CareFabric Monitor" form:
  4. Run the Activity Log for the following events "TeleHealthAppointmentCreated".
  5. Validate that a "TeleHealthAppointmentCreated" event is generated for however many appointments are in the recurrence.
  6. Validate that each "TeleHealthAppointmentCreated" event includes the following:
  7. Validate the "isReoccuringAppointment" property is "true".
  8. Validate the event includes the "RecurrenceInfo" object.
  9. Validate the "appointmentDateRange" object. Ensure the date and time are accurate.
  10. Validate the "recurrenceInfo" - "startDate" field. Ensure the date and time are accurate.
  11. Return to the "Scheduling Calendar":
  12. Edit the recurring appointment that was created in previous steps.
  13. Change the duration of the service.
  14. Open the "CareFabric Monitor" form:
  15. Run the Activity Log for the following events "TeleHealthAppointmentUpdated".
  16. Validate that a "TeleHealthAppointmentUpdated" event is generated for however many appointments are in the recurrence.
  17. Validate that each "TeleHealthAppointmentUpdated" event includes the following:
  18. Validate the "isReoccuringAppointment" property is "true".
  19. Validate the event includes the "RecurrenceInfo" object.
  20. Validate the "appointmentDateRange" object. Ensure the date and time are accurate.
  21. Validate the "recurrenceInfo" - "startDate" field. Ensure the date and time are accurate.
  22. Return to the "Scheduling Calendar":
  23. Delete the recurring appointment that was created and edited in previous steps.
  24. Open the "CareFabric Monitor" form:
  25. Run the Activity Log for the following events "TeleHealthAppointmentDeleted".
  26. Validate that a "TeleHealthAppointmentDeleted" event is generated for however many appointments are in the recurrence.
  27. Validate that each "TeleHealthAppointmentDeleted" event includes the following:
  28. Validate the "isReoccuringAppointment" property is "true".
  29. Validate the event includes the "RecurrenceInfo" object.
Scenario 2: Schedule recurring TeleHealth appointment with a TeleHealth location and validate the TeleHealthAppointmentCreated/Updated/Deleted SDK events
Specific Setup:
  • Using "Dictionary Update" form:
  • Select the "Client" File.
  • Select data element "(10006) Location".
  • Select one active location and designate it as "Yes" for the extended dictionary data element (586) Is this a Telehealth location?".
  • Using the "Registry Settings" form:
  • Enable the registry setting "Enable Telehealth integration at the location level".
  • Using the "Admission" form:
  • Admit a new client into any episode.
  • Navigate to the "Demographics" section.
  • Enter a home address, city, state and zip.
  • Enter an email address.
  • Enter a home telephone number.
Steps
  1. Open the "Scheduling Calendar" form:
  2. Schedule a recurring appointment TeleHealth service using a TeleHealth location.
  3. Open the "CareFabric Monitor" form:
  4. Run the Activity Log for the following events "TeleHealthAppointmentCreated".
  5. Validate that a "TeleHealthAppointmentCreated" event is generated for however many appointments are in the recurrence.
  6. Validate that each "TeleHealthAppointmentCreated" event includes the following:
  7. Validate the "isReoccuringAppointment" property is "true".
  8. Validate the event includes the "RecurrenceInfo" object.
  9. Validate the "appointmentDateRange" object. Ensure the date and time are accurate.
  10. Validate the "recurrenceInfo" - "startDate" field. Ensure the date and time are accurate.
  11. Return to the "Scheduling Calendar":
  12. Edit the recurring appointment that was created in previous steps.
  13. Change the duration of the service.
  14. Open the "CareFabric Monitor" form:
  15. Run the Activity Log for the following events "TeleHealthAppointmentUpdated".
  16. Validate that a "TeleHealthAppointmentUpdated" event is generated for however many appointments are in the recurrence.
  17. Validate that each "TeleHealthAppointmentUpdated" event includes the following:
  18. Validate the "isReoccuringAppointment" property is "true".
  19. Validate the event includes the "RecurrenceInfo" object.
  20. Validate the "appointmentDateRange" object. Ensure the date and time are accurate.
  21. Validate the "recurrenceInfo" - "startDate" field. Ensure the date and time are accurate.
  22. Return to the "Scheduling Calendar":
  23. Delete the recurring appointment that was created and edited in previous steps.
  24. Open the "CareFabric Monitor" form:
  25. Run the Activity Log for the following events "TeleHealthAppointmentDeleted".
  26. Validate that a "TeleHealthAppointmentDeleted" event is generated for however many appointments are in the recurrence.
  27. Validate that each "TeleHealthAppointmentDeleted" event includes the following:
  28. Validate the "isReoccuringAppointment" property is "true".
  29. Validate the event includes the "RecurrenceInfo" object.
TeleHealth - Group Appointments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Service Codes
  • Group Registration
  • CareFabric Monitor
  • Scheduling Calendar - Add/Remove Group Members
  • Registry Settings (PM)
Scenario 1: Schedule a TeleHealth Group appointment with a TeleHealth location and validate the TeleHealthAppointmentCreated/Updated/Deleted SDK events
Specific Setup:
  • The 'Enable Telehealth integration at location level' registry setting is set to "Y".
  • A location must be defined as a "TeleHealth Location" in the 'Dictionary Update' form.
  • A client is enrolled in an existing episode and has a phone number and email filed (Client A).
  • A user is defined in 'User Definition' that has the following: "TeleHealth" selected in the 'Netsmart Mobile App Access' field, "System Admin" selected in the 'Netsmart Mobile App User Role' field, an email filed in the 'Organizational Email Address' field, and an associated staff member that has hours for scheduling.
  • Group Telehealth Service codes must be created.
  • The services should indicate they are a Telehealth service by responding to the "Is this a Telehealth Service" with "Yes".
  • A group needs to be selected or created for this testing.
Steps
  1. Using the "Scheduling Calendar"
  2. Add a new group telehealth appointment.
  3. Leave this form open.
  4. Using the "CareFabric Monitor" form
  5. Using filters, locate the "TeleHealthAppointmentCreated" event that was triggered when the appointment was created.
  6. Validate the event includes all clients in the group.
  7. Leave this form open.
  8. Using the "Scheduling Calendar"
  9. Right click on the appointment that was just scheduled.
  10. Click on "Add/Remove Group Members" to remove a client from the group appointment.
  11. Using the "CareFabric Monitor" form
  12. Using filters, locate the "TeleHealthAppointmentUpdated" event that was triggered when a group member was removed from the group.
  13. Validate the event includes all clients who remain in the group.
  14. Leave this form open.
  15. Using the "Scheduling Calendar"
  16. Right click on the appointment that was just updated.
  17. Click on "Delete".
  18. Validate the appointment is removed from the calendar.
  19. Using the "CareFabric Monitor" form
  20. Using filters, locate the "TeleHealthAppointmentDeleted" event that was triggered when the appointment was deleted.
  21. Close all forms.
Scenario 2: Schedule a TeleHealth Group Appointment with a TeleHealth service code and validate the TeleHealthAppointmentCreated/Updated/Deleted SDK events
Specific Setup:
  • A client is enrolled in an existing episode and has a phone number and email filed (Client A).
  • A user is defined in 'User Definition' that has the following: "TeleHealth" selected in the 'Netsmart Mobile App Access' field, "System Admin" selected in the 'Netsmart Mobile App User Role' field, an email filed in the 'Organizational Email Address' field, and an associated staff member that has hours for scheduling.
  • Group Telehealth Service codes must be created.
  • The services should indicate they are a Telehealth service by responding to the "Is this a Telehealth Service" with "Yes".
  • A group needs to be selected or created for this testing.
Steps
  1. Using the "Scheduling Calendar"
  2. Add a new group telehealth appointment.
  3. Leave this form open.
  4. Using the "CareFabric Monitor" form
  5. Using filters, locate the "TeleHealthAppointmentCreated" event that was triggered when the appointment was created.
  6. Validate the event includes all clients in the group.
  7. Leave this form open.
  8. Using the "Scheduling Calendar"
  9. Right click on the appointment that was just scheduled.
  10. Click on "Add/Remove Group Members" to remove a client from the group appointment.
  11. Using the "CareFabric Monitor" form
  12. Using filters, locate the "TeleHealthAppointmentUpdated" event that was triggered when a group member was removed from the group.
  13. Validate the event includes all clients who remain in the group.
  14. Leave this form open.
  15. Using the "Scheduling Calendar"
  16. Right click on the appointment that was just updated.
  17. Click on "Delete".
  18. Validate the appointment is removed from the calendar.
  19. Using the "CareFabric Monitor" form
  20. Using filters, locate the "TeleHealthAppointmentDeleted" event that was triggered when the appointment was deleted.
  21. Close all forms.
Topics
• Scheduling Calendar • Telehealth • CareFabric Monitor
2023 Update 54 Summary | Details
Avatar CareFabric - TeleHealth
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
  • Update Client Data
Scenario 1: CareFabric Management - Validate the 'Resend' section
Steps
  • Internal testing only.
Topics
• Telehealth
2023 Update 68 Summary | Details
Avatar CareFabric - Support for other products and modules
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Enrollment Diagnosis
  • CareFabric Monitor
  • Update Client Data
  • Admission (Outpatient)
  • Back Dated Admission/Discharge
  • Discharge
  • Leaves
  • Pre Admit
  • Pre Admit Discharge
  • Diagnosis
  • Client Charge Input
  • Delete Service
  • Change Program/Admission Date
  • Site Specific Section Modeling (CWS)
  • Progress Notes (Group and Individual)
Scenario 1: Update Client Data - Validate the 'EncounterResourceUpdated' SDK event
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Update Client Data' form.
  2. Enter the desired value in the 'Facility Chart Number' field.
  3. Click [Submit].
  4. Access the 'CareFabric Monitor' form.
  5. Enter the current date in the 'From Date' and 'Through Date' fields.
  6. Select "Client A" in the 'Client ID' field.
  7. Click [View Activity Log].
  8. Validate the 'CareFabric Monitor Report' is displayed and contains an "EncounterResourceUpdated" record. Please note: this may be an "EncounterResourceCreated" record if a "Created" message has not yet been triggered for the client. In addition, it may take a few minutes for the event record to display on the report.
  9. Click [Click To View Record].
  10. Validate the second 'fhirIdentifiers' - 'id' - 'value' field contains the 'Facility Chart Number' filed in the previous steps.
  11. Validate the second 'fhirIdentifiers' - 'type' - 'codings' - 'code' field contains "MR".
  12. Validate the second 'fhirIdentifiers' - 'text' - 'value' field contains "PATIENT_REGISTRATION_ID".
  13. Close the report and the form.
Scenario 2: Admission - Validate the 'EncounterResourceCreated' SDK event
Steps
  1. Access the 'Admission' form.
  2. Add an admission for a new client. This will be referred to as "Client A".
  3. Enter the desired date in the 'Preadmit/Admission Date' field.
  4. Enter the desired time in the 'Preadmit/Admission Time' field.
  5. Select the desired value in the 'Program' field.
  6. Select the desired practitioner in the 'Admitting Practitioner' field.
  7. Populate all other required and desired fields.
  8. Click [Submit].
  9. Access the 'CareFabric Monitor' form.
  10. Enter the current date in the 'From Date' and 'Through Date' fields.
  11. Select "Client A" in the 'Client ID' field.
  12. Click [View Activity Log].
  13. Validate the 'CareFabric Monitor Report' is displayed and contains an "EncounterResourceCreated" record. Please note: it may take a few minutes for the event record to display on the report.
  14. Validate the 'fhirIdentifiers' - 'id' - 'value' field contains the PATID for "Client A".
  15. Validate the 'period' - 'fromDate' field contains the 'Preadmit/Admission Date' and 'Preadmit/Admission Time' filed in the previous steps.
  16. Validate the first 'statusCode' - 'code' field contains "active".
  17. Validate the 'participants' - 'individualPractitionerResourceID' - 'id' field contains the ID for the 'Admitting Practitioner' filed in the previous steps.
  18. Validate the 'participants' - 'typeCodes' - 'codes' - 'code' field contains "ADMPHYS".
  19. Validate the 'participants' - 'typeCodes' - 'displayName' field contains "Admitting Physician".
  20. Validate the second 'statusCode' - 'code' field contains "planned".
  21. Close the report and the form.
Scenario 3: Admission (Outpatient) - Validate the 'EncounterResourceCreated' SDK event
Steps
  1. Access the 'Admission (OutPatient)' form.
  2. Add an admission for a new client. This will be referred to as "Client A".
  3. Enter the desired date in the 'Preadmit/Admission Date' field.
  4. Enter the desired time in the 'Preadmit/Admission Time' field.
  5. Select the desired value in the 'Program' field.
  6. Select the desired practitioner in the 'Admitting Practitioner' field.
  7. Populate all other required and desired fields.
  8. Click [Submit].
  9. Access the 'CareFabric Monitor' form.
  10. Enter the current date in the 'From Date' and 'Through Date' fields.
  11. Select "Client A" in the 'Client ID' field.
  12. Click [View Activity Log].
  13. Validate the 'CareFabric Monitor Report' is displayed and contains an "EncounterResourceCreated" record. Please note: it may take a few minutes for the event record to display on the report.
  14. Validate the 'fhirIdentifiers' - 'id' - 'value' field contains the PATID for "Client A".
  15. Validate the 'period' - 'fromDate' field contains the 'Preadmit/Admission Date' and 'Preadmit/Admission Time' filed in the previous steps.
  16. Validate the 'statusCode' - 'code' field contains "active".
  17. Validate the 'participants' - 'individualPractitionerResourceID' - 'id' field contains the ID for the 'Admitting Practitioner' filed in the previous steps.
  18. Validate the 'participants' - 'typeCodes' - 'codes' - 'code' field contains "ADMPHYS".
  19. Validate the 'participants' - 'typeCodes' - 'displayName' field contains "Admitting Physician".
  20. Validate the 'statusCode' - 'code' field contains "planned".
  21. Close the report and the form.
Scenario 4: Back Dated Admission/Discharge - Validate the 'EncounterResourceCreated' SDK event
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Back Dated Admission/Discharge' form.
  2. Enter the desired date in the 'Preadmit/Admission Date' field.
  3. Enter the desired time in the 'Preadmit/Admission Time' field.
  4. Select the desired value in the 'Program' field.
  5. Select the desired value in the 'Type Of Admission' field.
  6. Select the desired practitioner in the 'Admitting Practitioner' field.
  7. Enter the desired date in the 'Date Of Discharge' field.
  8. Enter the desired time in the 'Discharge Time' field.
  9. Select the desired value in the 'Type Of Discharge' field.
  10. Select the desired practitioner in the 'Discharge Practitioner' field.
  11. Populate any other desired fields.
  12. Click [Submit].
  13. Access the 'CareFabric Monitor' form.
  14. Enter the current date in the 'From Date' and 'Through Date' fields.
  15. Select "Client A" in the 'Client ID' field.
  16. Click [View Activity Log].
  17. Validate the 'CareFabric Monitor Report' is displayed and contains an "EncounterResourceCreated" record. Please note: it may take a few minutes for the event record to display on the report.
  18. Validate the 'fhirIdentifiers' - 'id' - 'value' field contains the PATID for "Client A".
  19. Validate the 'period' - 'fromDate' field contains the 'Preadmit/Admission Date' and 'Preadmit/Admission Time' filed in the previous steps.
  20. Validate the 'period' - 'toDate' field contains the 'Date of Discharge' and 'Discharge Time' filed in the previous steps.
  21. Validate the first 'statusCode' - 'code' field contains "active".
  22. Validate the second 'statusCode' - 'code' field contains "discharged".
  23. Close the report and the form.
Scenario 5: Discharge - Validate the 'EncounterResourceUpdated' SDK event
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Discharge' form.
  2. Enter the desired date in the 'Date of Discharge' field.
  3. Enter the desired time in the 'Discharge Time' field.
  4. Select the desired value in the 'Type Of Discharge' field.
  5. Select the desired practitioner in the 'Discharge Practitioner' field.
  6. Populate any other required fields.
  7. Click [Submit].
  8. Access the 'CareFabric Monitor' form.
  9. Enter the current date in the 'From Date' and 'Through Date' fields.
  10. Select "Client A" in the 'Client ID' field.
  11. Click [View Activity Log].
  12. Validate the 'CareFabric Monitor Report' is displayed and contains an "EncounterResourceUpdated" record. Please note: this may be an "EncounterResourceCreated" record if a "Created" message has not yet been triggered for the client. In addition, it may take a few minutes for the event record to display on the report.
  13. Validate the 'fhirIdentifiers' - 'id' - 'value' field contains the PATID for "Client A".
  14. Validate the 'period' - 'fromDate' field contains the 'Preadmit/Admission Date' and 'Preadmit/Admission Time' filed via Admission.
  15. Validate the 'period' - 'toDate' field contains the 'Date of Discharge' and 'Discharge Time' filed in the previous steps.
  16. Validate the first 'statusCode' - 'code' field contains "active".
  17. Validate the second 'statusCode' - 'code' field contains "discharged".
  18. Close the report and the form.
Scenario 6: Leaves - Validate the 'EncounterResourceUpdated' SDK event
Specific Setup:
  • A client is enrolled in an existing inpatient episode (Client A).
Steps
  1. Select "Client A" and access the 'Leaves' form.
  2. Enter the desired date in the 'Leave Date' field.
  3. Enter the desired time in the 'Leave Time' field.
  4. Select the desired value in the 'Type Of Leave From' field.
  5. Select the desired value in the 'Reason For Leave' field.
  6. Populate any other desired fields.
  7. Click [Submit].
  8. Access the 'CareFabric Monitor' form.
  9. Enter the current date in the 'From Date' and 'Through Date' fields.
  10. Select "Client A" in the 'Client ID' field.
  11. Click [View Activity Log].
  12. Validate the 'CareFabric Monitor Report' is displayed and contains an "EncounterResourceUpdated" record. Please note: this may be an "EncounterResourceCreated" record if a "Created" message has not yet been triggered for the client. In addition, it may take a few minutes for the event record to display on the report.
  13. Click [Click To View Record].
  14. Validate the second 'statusCode' - 'code' field contains "on-hold".
  15. Close the report and the form.
Scenario 7: Return From Leave - Validate the 'EncounterResourceUpdated' SDK event
Specific Setup:
  • A client is enrolled in an existing inpatient episode (Client A).
Steps
  1. Select "Client A" and access the 'Leaves' form.
  2. Enter the desired date in the 'Leave Date' field.
  3. Enter the desired time in the 'Leave Time' field.
  4. Select the desired value in the 'Type Of Leave From' field.
  5. Select the desired value in the 'Reason For Leave' field.
  6. Populate any other desired fields.
  7. Click [Submit].
  8. Access the 'CareFabric Monitor' form.
  9. Enter the current date in the 'From Date' and 'Through Date' fields.
  10. Select "Client A" in the 'Client ID' field.
  11. Click [View Activity Log].
  12. Validate the 'CareFabric Monitor Report' is displayed and contains an "EncounterResourceUpdated" record. Please note: this may be an "EncounterResourceCreated" record if a "Created" message has not yet been triggered for the client. In addition, it may take a few minutes for the event record to display on the report.
  13. Click [Click To View Record].
  14. Validate the second 'statusCode' - 'code' field contains "on-hold".
  15. Close the report and the form.
  16. Select "Client A" and access the 'Return From Leaves' form.
  17. Enter the desired date in the 'Return Date' field.
  18. Enter the desired time in the 'Return Time' field.
  19. Select the desired value in the 'Reason For Close Of Leave' field.
  20. Populate any other desired fields.
  21. Click [Submit].
  22. Access the 'CareFabric Monitor' form.
  23. Enter the current date in the 'From Date' and 'Through Date' fields.
  24. Select "Client A" in the 'Client ID' field.
  25. Click [View Activity Log].
  26. Validate the 'CareFabric Monitor Report' is displayed and contains an "EncounterResourceUpdated" record. Please note: it may take a few minutes for the event record to display on the report.
  27. Click [Click To View Record].
  28. Validate the second 'statusCode' - 'code' field contains "planned".
  29. Close the report and the form.
Scenario 8: Pre Admit - Validate the 'EncounterResourceCreated' SDK event
Steps
  1. Access the 'Pre Admit' form.
  2. Add a pre-admission for a new client. This will be referred to as "Client A".
  3. Enter the desired date in the 'Preadmit/Admission Date' field.
  4. Enter the desired time in the 'Preadmit/Admission Time' field.
  5. Select the desired value in the 'Program' field.
  6. Select the desired practitioner in the 'Admitting Practitioner' field.
  7. Populate all other required and desired fields.
  8. Click [Submit].
  9. Access the 'CareFabric Monitor' form.
  10. Enter the current date in the 'From Date' and 'Through Date' fields.
  11. Select "Client A" in the 'Client ID' field.
  12. Click [View Activity Log].
  13. Validate the 'CareFabric Monitor Report' is displayed and contains an "EncounterResourceCreated" record. Please note: it may take a few minutes for the event record to display on the report.
  14. Validate the 'fhirIdentifiers' - 'id' - 'value' field contains the PATID for "Client A".
  15. Validate the 'period' - 'fromDate' field contains the 'Preadmit/Admission Date' and 'Preadmit/Admission Time' filed in the previous steps.
  16. Validate the first 'statusCode' - 'code' field contains "active".
  17. Validate the 'participants' - 'individualPractitionerResourceID' - 'id' field contains the ID for the 'Admitting Practitioner' filed in the previous steps.
  18. Validate the 'participants' - 'typeCodes' - 'codes' - 'code' field contains "ADMPHYS".
  19. Validate the 'participants' - 'typeCodes' - 'displayName' field contains "Admitting Physician".
  20. Validate the second 'statusCode' - 'code' field contains "planned".
  21. Close the report and the form.
Scenario 9: Pre Admit Discharge - Validate the 'EncounterResourceUpdated' SDK event
Specific Setup:
  • A client is enrolled in an existing Pre Admit program (Client A).
Steps
  1. Select "Client A" and access the 'Pre Admit Discharge' form.
  2. Enter the desired date in the 'Date of Discharge' field.
  3. Enter the desired time in the 'Discharge Time' field.
  4. Select the desired value in the 'Type Of Discharge' field.
  5. Select the desired practitioner in the 'Discharge Practitioner' field.
  6. Populate any other required fields.
  7. Click [Submit].
  8. Access the 'CareFabric Monitor' form.
  9. Enter the current date in the 'From Date' and 'Through Date' fields.
  10. Select "Client A" in the 'Client ID' field.
  11. Click [View Activity Log].
  12. Validate the 'CareFabric Monitor Report' is displayed and contains an "EncounterResourceUpdated" record. Please note: this may be an "EncounterResourceCreated" record if a "Created" message has not yet been triggered for the client. In addition, it may take a few minutes for the event record to display on the report.
  13. Validate the 'fhirIdentifiers' - 'id' - 'value' field contains the PATID for "Client A".
  14. Validate the 'period' - 'fromDate' field contains the 'Preadmit/Admission Date' and 'Preadmit/Admission Time' filed via Pre-Admission.
  15. Validate the 'period' - 'toDate' field contains the 'Date of Discharge' and 'Discharge Time' filed in the previous steps.
  16. Validate the first 'statusCode' - 'code' field contains "active".
  17. Validate the second 'statusCode' - 'code' field contains "discharged".
  18. Close the report and the form.
Scenario 10: Diagnosis - Validate the 'EncounterResourceUpdated' SDK event
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Diagnosis' form.
  2. Select "Admission" in the 'Type Of Diagnosis' field.
  3. Validate the 'Date Of Diagnosis' field contains the date of admission for "Client A".
  4. Enter the desired time in the 'Time Of Diagnosis' field.
  5. Click [New Row].
  6. Search for and select the desired value in the 'Diagnosis Search' field.
  7. Validate "Primary" is selected in the 'Ranking' field.
  8. Select the desired practitioner in the 'Diagnosing Practitioner' field.
  9. Populate any other desired fields.
  10. Click [Submit].
  11. Access the 'CareFabric Monitor' form.
  12. Enter the current date in the 'From Date' and 'Through Date' fields.
  13. Select "Client A" in the 'Client ID' field.
  14. Click [View Activity Log].
  15. Validate the 'CareFabric Monitor Report' is displayed and contains an "EncounterResourceUpdated" record. Please note: this may be an "EncounterResourceCreated" record if a "Created" message has not yet been triggered for the client. In addition, it may take a few minutes for the event record to display on the report.
  16. Click [Click To View Record].
  17. Validate the 'diagnoses' - 'conditionResourceID' - 'id' field contains a unique identifier for the diagnosis filed in the previous steps.
  18. Validate the 'diagnoses' - 'rank' field contains "1".
  19. Validate the 'diagnoses' - 'useCode' - 'codes' - 'code' field contains "AD".
  20. Validate the 'diagnoses' - 'useCode' -' displayName' field contains "Admission Diagnosis".
  21. Close the report and the form.
Scenario 11: Client Charge Input - Validate the 'EncounterResourceCreated' SDK event
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Client Charge Input' form.
  2. Enter the desired date in the 'Date Of Service' field.
  3. Enter the desired time in the 'Service Start Time' and 'Service End Time' fields.
  4. Select "Client A" in the 'Client ID' field.
  5. Select the desired value in the 'Episode Number' field.
  6. Select the desired value in the 'Service Codes' field.
  7. Select the desired practitioner in the 'Practitioner' field.
  8. Select the desired value in the 'Location' field.
  9. Click [Submit] and [No].
  10. Access the 'CareFabric Monitor' form.
  11. Enter the current date in the 'From Date' and 'Through Date' fields.
  12. Select "Client A" in the 'Client ID' field.
  13. Click [View Activity Log].
  14. Validate the 'CareFabric Monitor Report' is displayed and contains an "EncounterResourceCreated" record. Please note: it may take a few minutes for the event record to display on the report.
  15. Click [Click To View Record].
  16. Validate the 'period' - 'fromDate' field contains the 'Date Of Service' and the 'Service Start Time' filed in the previous steps.
  17. Validate the 'period' - 'toDate' field contains the 'Date Of Service' and the 'Service End Time' filed in the previous steps.
  18. Validate the first 'statusCode' - 'code' field contains "active".
  19. Validate the 'participants' - 'individualPractitionerResourceID' - 'id' field contains the ID associated to the 'Practitioner' filed in the previous steps.
  20. Validate the 'participants' - 'typeCodes' - 'codes' - 'code' field contains "PPRF".
  21. Validate the 'participants' - 'typeCodes' - 'displayName' field contains "Primary Performer".
  22. Validate the second 'statusCode' - 'code' field contains "in-progress".
  23. Close the report and the form.
Scenario 12: Edit Service Information - Validate the 'EncounterResourceCreated' and 'EncounterResourceUpdated' SDK events
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Client Charge Input' form.
  2. Enter the desired date in the 'Date Of Service' field.
  3. Enter the desired time in the 'Service Start Time' and 'Service End Time' fields.
  4. Select "Client A" in the 'Client ID' field.
  5. Select the desired value in the 'Episode Number' field.
  6. Select the desired value in the 'Service Codes' field.
  7. Select the desired practitioner in the 'Practitioner' field.
  8. Select the desired value in the 'Location' field.
  9. Click [Submit] and [No].
  10. Access the 'CareFabric Monitor' form.
  11. Enter the current date in the 'From Date' and 'Through Date' fields.
  12. Select "Client A" in the 'Client ID' field.
  13. Click [View Activity Log].
  14. Validate the 'CareFabric Monitor Report' is displayed and contains an "EncounterResourceCreated" record. Please note: it may take a few minutes for the event record to display on the report.
  15. Click [Click To View Record].
  16. Validate the 'period' - 'fromDate' field contains the 'Date Of Service' and the 'Service Start Time' filed in the previous steps.
  17. Validate the 'period' - 'toDate' field contains the 'Date Of Service' and the 'Service End Time' filed in the previous steps.
  18. Validate the first 'statusCode' - 'code' field contains "active".
  19. Validate the 'participants' - 'individualPractitionerResourceID' - 'id' field contains the ID associated to the 'Practitioner' filed in the previous steps.
  20. Validate the 'participants' - 'typeCodes' - 'codes' - 'code' field contains "PPRF".
  21. Validate the 'participants' - 'typeCodes' - 'displayName' field contains "Primary Performer".
  22. Validate the second 'statusCode' - 'code' field contains "in-progress".
  23. Close the report and the form.
  24. Access the 'Edit Service Information' form.
  25. Select "Client A" in the 'Client ID' field.
  26. Select the desired episode in the 'Select Episode' field.
  27. Click [Select Services To Edit].
  28. Select the service filed in the previous steps and click [OK].
  29. Validate all previously populated data is displayed for the service.
  30. Edit the 'Service Start Time' and 'Service End Time' fields to be any new value.
  31. Click [Submit] and close the form.
  32. Access the 'CareFabric Monitor' form.
  33. Enter the current date in the 'From Date' and 'Through Date' fields.
  34. Select "Client A" in the 'Client ID' field.
  35. Click [View Activity Log].
  36. Validate the 'CareFabric Monitor Report' is displayed and contains both "EncounterResourceCreated" and "EncounterResourceUpdated" records. Please note: it may take a few minutes for the event records to display on the report.
  37. Click [Click To View Record] for the "EncounterResourceUpdated" record.
  38. Validate the 'period' - 'fromDate' field contains the 'Date Of Service' and the 'Service Start Time' filed via 'Client Charge Input'.
  39. Validate the 'period' - 'toDate' field contains the 'Date Of Service' and the 'Service End Time' filed via 'Client Charge Input'.
  40. Validate the second 'statusCode' - 'code' field contains "cancelled".
  41. Navigate back to the 'CareFabric Monitor Report'.
  42. Click [Click To View Record] for the "EncounterResourceCreated" record.
  43. Validate the 'period' - 'fromDate' field contains the 'Date Of Service' and the 'Service Start Time' filed via 'Edit Service Information'.
  44. Validate the 'period' - 'toDate' field contains the 'Date Of Service' and the 'Service End Time' filed via 'Edit Service Information'.
  45. Validate the second 'statusCode' - 'code' field contains "in-progress".
  46. Close the report and the form.
Scenario 13: Delete Service - Validate the 'EncounterResourceUpdated' SDK event
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Client Charge Input' form.
  2. Enter the desired date in the 'Date Of Service' field.
  3. Enter the desired time in the 'Service Start Time' and 'Service End Time' fields.
  4. Select "Client A" in the 'Client ID' field.
  5. Select the desired value in the 'Episode Number' field.
  6. Select the desired value in the 'Service Codes' field.
  7. Select the desired practitioner in the 'Practitioner' field.
  8. Select the desired value in the 'Location' field.
  9. Click [Submit] and [No].
  10. Access the 'CareFabric Monitor' form.
  11. Enter the current date in the 'From Date' and 'Through Date' fields.
  12. Select "Client A" in the 'Client ID' field.
  13. Click [View Activity Log].
  14. Validate the 'CareFabric Monitor Report' is displayed and contains an "EncounterResourceCreated" record. Please note: it may take a few minutes for the event record to display on the report.
  15. Click [Click To View Record].
  16. Validate the second 'statusCode' - 'code' field contains "in-progress".
  17. Close the report and the form.
  18. Access the 'Delete Service' form.
  19. Select "Client A" in the 'Client ID' field.
  20. Enter the desired date in the 'Start Date' and 'End Date' fields.
  21. Click [Display Client].
  22. Select the desired service and click [OK].
  23. Click [Delete], [OK], and [Yes].
  24. Validate a message is displayed stating: Deleted.
  25. Click [OK] and close the form.
  26. Access the 'CareFabric Monitor' form.
  27. Enter the current date in the 'From Date' and 'Through Date' fields.
  28. Select "Client A" in the 'Client ID' field.
  29. Click [View Activity Log].
  30. Validate the 'CareFabric Monitor Report' is displayed and contains an "EncounterResourceUpdated" record. Please note: it may take a few minutes for the event record to display on the report.
  31. Click [Click To View Record].
  32. Validate the second 'statusCode' - 'code' field contains "cancelled".
  33. Close the report and the form.
Scenario 14: Change Program/Admission Date - Validate the 'EncounterResourceUpdated' SDK event
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Change Program/Admission Date' form.
  2. Select "Client A" in the 'Client ID' field.
  3. Select the desired episode in the 'Select Episode' field.
  4. Enter any new value in the 'New Admission Date' and 'New Admission Time' fields.
  5. Click [Submit] and close the form.
  6. Access the 'CareFabric Monitor' form.
  7. Enter the current date in the 'From Date' and 'Through Date' fields.
  8. Select "Client A" in the 'Client ID' field.
  9. Click [View Activity Log].
  10. Validate the 'CareFabric Monitor Report' is displayed and contains an "EncounterResourceUpdated" record. Please note: this may be an "EncounterResourceCreated" record if a "Created" message has not yet been triggered for the client. In addition, it may take a few minutes for the event record to display on the report.
  11. Validate the 'period' - 'fromDate' field contains the 'New Admission Date' and 'New Admission Time' filed in the previous steps.
  12. Close the report and the form.
Scenario 15: Progress Notes - Validate the 'EncounterResourceUpdated' SDK event
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • The 'Progress Notes (Group and Individual)' form must have a 'SS Note Staff Member' field enabled in 'Site Specific Section Modeling' with "Assign as Primary Care Provider" selected in the 'Product Custom Logic Definition' field. This field will be referred to as the 'Assign as Primary Care Provider' field.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select the desired episode in the 'Select Episode' field.
  4. Select "Independent Note" in the 'Progress Note For' field.
  5. Select the desired value in the 'Note Type' field.
  6. Enter the desired value in the 'Notes Field'.
  7. Select the desired practitioner in the 'Assign as Primary Care Provider' field.
  8. Select "Final" in the 'Draft/Final' field.
  9. File the note.
  10. Access Crystal Reports or other SQL Reporting tool.
  11. Select the PM namespace.
  12. Create a report using the 'SYSTEM.client_practitioner_assignment' SQL table.
  13. Validate a row is displayed for the note finalized in the previous steps with PCL.
  14. Validate the 'PATID' field contains the client ID for "Client A".
  15. Validate the 'practitioner' field contains the ID for the practitioner selected in the previous steps.
  16. Validate the 'date_of_assignment' and 'time_of_assignment' fields contain the date/time the note was filed.
  17. Close the report.
  18. Access the 'CareFabric Monitor' form.
  19. Enter the current date in the 'From Date' and 'Through Date' fields.
  20. Select "Client A" in the 'Client ID' field.
  21. Click [View Activity Log].
  22. Validate the 'CareFabric Monitor Report' is displayed and contains an "EncounterResourceUpdated" record. Please note: this may be an "EncounterResourceCreated" record if a "Created" message has not yet been triggered for the client. In addition, it may take a few minutes for the event record to display on the report.
  23. Click [Click To View Record].
  24. Validate the last 'individualPractitionerResourceID' - 'id' field contains the ID for the practitioner selected in the previous steps.
  25. Validate the last 'period' - 'fromDate' field contains the date/time the note was filed, which can be found in the 'SYSTEM.client_practitioner_assignment' SQL table.
  26. Validate the last 'typeCodes' - 'codes' - 'code' field contains "PCP".
  27. Validate the last 'typeCodes' - 'codes' - 'displayName' field contains "Primary Care Physician".
  28. Close the report and the form.
Topics
• Diagnosis • CareFabric • Update Client Data • Admission • CareFabric Monitor • Discharge • Leaves • Client Charge Input • Progress Notes
2023 Update 72 Summary | Details
TeleHealth - Email Validation
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
  • Update Client Data
Scenario 1: Email validations in the 'TeleHealthAppointmentCreated' and 'TeleHealthAppointmentUpdated' SDK events
Specific Setup:
  • A service code must be defined as a "Telehealth Service" in the 'Service Codes' form.
  • A client is enrolled in an existing episode and has a phone number and email filed (Client A).
  • A user is defined in 'User Definition' that has the following: "TeleHealth" selected in the 'Netsmart Mobile App Access' field, "System Admin" selected in the 'Netsmart Mobile App User Role' field, an email filed in the 'Organizational Email Address' field, and an associated staff member that has hours for scheduling.
Steps
  1. Select "Client A" and access the 'Update Client Data' form.
  2. Enter any invalid email format in the 'Email Address' field (Ex: TEST).
  3. Criteria for a valid email includes the following:
  4. There is an @
  5. There is a value before the @
  6. There is an address after the @
  7. There is a . in the address
  8. Click [Submit].
  9. Access the 'Scheduling Calendar' form.
  10. Right click in the 'Appointment Grid' and click [Add Appointment].
  11. Enter the TeleHealth Service Code in the 'Service Code' field.
  12. Enter "Client A" in the 'Client' field.
  13. Populate all required and desired fields.
  14. Click [Submit].
  15. Validate the 'Appointment Grid' contains the new appointment.
  16. Click [Dismiss].
  17. Access the 'CareFabric Monitor' form.
  18. Enter the current date in the 'From Date' and 'Through Date' fields.
  19. Enter "TeleHealthAppointmentCreated" in the 'Event/Action Search' field.
  20. Click [View Activity Log].
  21. Validate the 'CareFabric Monitor Report' field contains a "TeleHealthAppointmentCreated" record.
  22. Click [Click To View Record].
  23. Validate the 'participants' - 'email' field contains "null" because the email address on file is invalid.
  24. Close the report and the form.
  25. Select "Client A" and access the 'Update Client Data' form.
  26. Enter any valid email format in the 'Email Address' field (Ex: Test@test.com)
  27. Click [Submit].
  28. Access the 'CareFabric Monitor' form.
  29. Enter the current date in the 'From Date' and 'Through Date' fields.
  30. Enter "TeleHealthAppointmentUpdated" in the 'Event/Action Search' field.
  31. Click [View Activity Log].
  32. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentUpdated" record. Updating the email address in 'Update Client Data' will trigger this message.
  33. Click [Click To View Record].
  34. Validate the 'participants' - 'email' field contains the value filed in the previous steps (Ex. Test@test.com).
  35. Close the report and the form.
TeleHealth - Recurring Appointments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
  • Update Client Data
  • Service Codes
  • Group Registration
  • Scheduling Calendar - Add/Remove Group Members
  • Registry Settings (PM)
  • Dictionary Update (PM)
Scenario 1: Schedule recurring TeleHealth appointment with a TeleHealth service code and validate the TeleHealthAppointmentCreated/Updated/Deleted SDK events
Specific Setup:
  • A service code must be defined as a "Telehealth Service" in the 'Service Codes' form.
  • Using the "Admission" form"
  • Admit a new client into any episode.
  • Navigate to the "Demographics" section.
  • Enter a home address, city, state and zip.
  • Enter an email address.
  • Enter a home telephone number.
Steps
  1. Open the "Scheduling Calendar" form.
  2. Schedule a recurring appointment TeleHealth service using a TeleHealth service code.
  3. Open the "CareFabric Monitor" form:
  4. Run the Activity Log for the following events "TeleHealthAppointmentCreated".
  5. Validate that a "TeleHealthAppointmentCreated" event is generated for however many appointments are in the recurrence.
  6. Validate that each "TeleHealthAppointmentCreated" event includes the following:
  7. Validate the "isReoccuringAppointment" property is "true".
  8. Validate the event includes the "RecurrenceInfo" object.
  9. Validate the "appointmentDateRange" object. Ensure the date and time is accurate.
  10. Validate the "recurrenceInfo" - "startDate" field. Ensure the date is accurate.
  11. Return to the "Scheduling Calendar":
  12. Edit the recurring appointment that was created in previous steps.
  13. Change the duration of the service.
  14. Open the "CareFabric Monitor" form:
  15. Run the Activity Log for the following events "TeleHealthAppointmentUpdated".
  16. Validate that a "TeleHealthAppointmentUpdated" event is generated for however many appointments are in the recurrence.
  17. Validate that each "TeleHealthAppointmentUpdated" event includes the following:
  18. Validate the "isReoccuringAppointment" property is "true".
  19. Validate the event includes the "RecurrenceInfo" object.
  20. Validate the "appointmentDateRange" object. Ensure the date and time is accurate.
  21. Validate the "recurrenceInfo" - "startDate" field. Ensure the date is accurate.
  22. Return to the "Scheduling Calendar":
  23. Delete the recurring appointment that was created and edited in previous steps.
  24. Open the "CareFabric Monitor" form:
  25. Run the Activity Log for the following events "TeleHealthAppointmentDeleted".
  26. Validate that a "TeleHealthAppointmentDeleted" event is generated for however many appointments are in the recurrence.
  27. Validate that each "TeleHealthAppointmentDeleted" event includes the following:
  28. Validate the "isReoccuringAppointment" property is "true".
  29. Validate the event includes the "RecurrenceInfo" object.
Scenario 2: Schedule recurring TeleHealth appointment with a TeleHealth location and validate the TeleHealthAppointmentCreated/Updated/Deleted SDK events
Specific Setup:
  • Using "Dictionary Update" form:
  • Select the "Client" File.
  • Select data element "(10006) Location".
  • Select one active location and designate it as "Yes" for the extended dictionary data element (586) Is this a Telehealth location?".
  • Using the "Registry Settings" form:
  • Enable the registry setting "Enable Telehealth integration at the location level".
  • Using the "Admission" form:
  • Admit a new client into any episode.
  • Navigate to the "Demographics" section.
  • Enter a home address, city, state and zip.
  • Enter an email address.
  • Enter a home telephone number.
Steps
  1. Open the "Scheduling Calendar" form:
  2. Schedule a recurring appointment TeleHealth service using a TeleHealth location.
  3. Open the "CareFabric Monitor" form:
  4. Run the Activity Log for the following events "TeleHealthAppointmentCreated".
  5. Validate that a "TeleHealthAppointmentCreated" event is generated for however many appointments are in the recurrence.
  6. Validate that each "TeleHealthAppointmentCreated" event includes the following:
  7. Validate the "isReoccuringAppointment" property is "true".
  8. Validate the event includes the "RecurrenceInfo" object.
  9. Validate the "appointmentDateRange" object. Ensure the date and time is accurate.
  10. Validate the "recurrenceInfo" - "startDate" field. Ensure the date is accurate.
  11. Return to the "Scheduling Calendar":
  12. Edit the recurring appointment that was created in previous steps.
  13. Change the duration of the service.
  14. Open the "CareFabric Monitor" form:
  15. Run the Activity Log for the following events "TeleHealthAppointmentUpdated".
  16. Validate that a "TeleHealthAppointmentUpdated" event is generated for however many appointments are in the recurrence.
  17. Validate that each "TeleHealthAppointmentUpdated" event includes the following:
  18. Validate the "isReoccuringAppointment" property is "true".
  19. Validate the event includes the "RecurrenceInfo" object.
  20. Validate the "appointmentDateRange" object. Ensure the date and time is accurate.
  21. Validate the "recurrenceInfo" - "startDate" field. Ensure the date is accurate.
  22. Return to the "Scheduling Calendar":
  23. Delete the recurring appointment that was created and edited in previous steps.
  24. Open the "CareFabric Monitor" form:
  25. Run the Activity Log for the following events "TeleHealthAppointmentDeleted".
  26. Validate that a "TeleHealthAppointmentDeleted" event is generated for however many appointments are in the recurrence.
  27. Validate that each "TeleHealthAppointmentDeleted" event includes the following:
  28. Validate the "isReoccuringAppointment" property is "true".
  29. Validate the event includes the "RecurrenceInfo" object.
Topics
• Scheduling Calendar • Update Client Data • Telehealth • CareFabric Monitor
2023 Update 75 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
  • Client Ledger
  • Scheduling Calendar - Status Update
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
 

Avatar_CareFabric_2024_Monthly_Release_2024.00.00_Details.csv