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Avatar CareFabric 2024 Monthly Release 2024.01.00 Acceptance Tests

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Update 2 Summary | Details
Avatar CareFabric - Support for Medical Note
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Note Details
  • Medical Note Progress Note
Scenario 1: Update CPT Calculation for Low Level MDM based on 2024 Guidelines for New client type (99203)
Specific Setup:
  • Avatar CareFabric 2024 Update 2, Medical Note 2.19.1, and Medical Note 2.19.2 are required in order to utilize full functionality.
  • A user with access to the Medical Note Admin Tool must exist. (User A)
  • Logging in as "User A" set the following settings in the Medical Note Admin Tool 'Home' section:
  • Set the value for the '2024 E&M Guidelines Effective Date' field to "01/01/2024".
  • Enable the '2024 E&M MDM Required' field.
  • Enable the 'Use 2024 E&M Guidelines for Inpatient Services' field.
  • A client must be configured in an inpatient episode. (Client A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new note such that:
  3. 'Location' = "Office".
  4. 'Client Type' = "New".
  5. Select the ‘Document’ tab and navigate to the 'Diagnosis' section.
  6. Add two new diagnoses for the client and add them both to the problem list.
  7. Navigate to the 'MDM' section.
  8. Check the 'Problem Addressed?' checkbox for one of the newly added diagnoses.
  9. Validate the 'Problem Category' field is enabled.
  10. Select "Acute, uncomplicated illness or injury requiring hospital inpatient or observation-level of care" from the 'Problem Category' field.
  11. Check the following checkboxes in the 'Amount and/or Complexity of Data to be Reviewed and Analyzed' section:
  12. "Review of prior external note(s) from each unique source".
  13. Select "Low" from the 'Risk of Complications and/or Morbidity or Mortality of Patient Management' section.
  14. Complete any remaining required sections.
  15. Select the 'Finalize' tab and navigate to the 'CPT Selection' section.
  16. Set 'Face-to-Face Time with Client' field to "30".
  17. Click [Debug] and verify the popup window 'CPT Debug' is displayed.
  18. Verify the Results section contains:
  19. 'CPT Guidelines Version:' = "2024".
  20. 'Visit Type:' = "New".
  21. 'Location Type:' = "Office or another outpatient setting".
  22. 'Visit Duration:' = "30 Minute(s)".
  23. Verify the 'MDM: Low' section contains:
  24. 'Problem Points:' = "Low".
  25. 'Data Points:' = "Minimal or none".
  26. 'Risk:' = "Low".
  27. Validate the 'CPT Codes: Office or other outpatient visit – new patient' section contains a row such that:
  28. 'Code' = "99203".
  29. 'MDM Score' = "Low".
  30. 'Min Duration' = "30".
  31. 'Doc?' = checked.
  32. 'Dur?' = checked.
  33. Close the 'CPT Debug' window.
  34. Validate that code '99203' is displayed on the 'Document-Based Recommendation' card under the section 'CPT Selection'.
  35. Validate that code '99203' is displayed on the 'Time-Based Recommendation:' card under the section 'CPT Selection'.
  36. Select the 'Document' tab and navigate to the 'MDM' section.
  37. Select "Stable, acute illness" from the 'Problem Category' field.
  38. Check the following checkboxes in the 'Amount and/or Complexity of Data to be Reviewed and Analyzed' section:
  39. "Review of prior external note(s) from each unique source".
  40. "Review of the result(s) of each unique test".
  41. "Ordering of each unique test".
  42. Select the 'Finalize' tab and navigate to the 'CPT Selection' section.
  43. Click [Debug] and verify the popup window 'CPT Debug' is displayed.
  44. Verify the 'MDM: Low' section contains:
  45. 'Problem Points:' = "Low".
  46. 'Data Points:' = "Moderate".
  47. 'Risk:' = "Low".
  48. Close the 'CPT Debug' window.
  49. Validate that code '99203' is displayed on the 'Document-Based Recommendation' card under the section 'CPT Selection'.
  50. Validate that code '99203' is displayed on the 'Time-Based Recommendation:' card under the section 'CPT Selection'.
  51. Select the 'Document' tab and navigate to the 'MDM' section.
  52. Check the 'Problem Addressed?' checkbox for the other newly added diagnoses.
  53. Validate the 'Problem Category' field is enabled.
  54. Select "Acute, uncomplicated illness or injury requiring hospital inpatient or observation-level of care" from the 'Problem Category' field.
  55. Check all remaining checkboxes in the 'Amount and/or Complexity of Data to be Reviewed and Analyzed' section
  56. Select the 'Finalize' tab and navigate to the 'CPT Selection' section.
  57. Click [Debug] and verify the popup window 'CPT Debug' is displayed.
  58. Verify the 'MDM: Low' section contains:
  59. 'Problem Points:' = "Low".
  60. 'Data Points:' = "Extensive".
  61. 'Risk:' = "Low".
  62. Close the 'CPT Debug' window.
  63. Validate that code '99203' is displayed on the 'Document-Based Recommendation' card under the section 'CPT Selection'.
  64. Validate that code '99203' is displayed on the 'Time-Based Recommendation:' card under the section 'CPT Selection'.
  65. Click 'Accept' on the 'Document-Based Recommendation' card.
  66. Validate "99203-Office or other outpatient visit - new patient" is selected in the 'CPT Code Selected' field.
  67. Click [Generate Note] and validate the note summary contains a section for 'Medical Decision Making'.
  68. Validate the 'Amount and/or Complexity of Data to be Reviewed and Analyzed:" section contains the following:
  69. "Review of prior external note(s) from each unique source".
  70. "Review of the result(s) of each unique test".
  71. "Ordering of each unique test".
  72. "Assessment requiring an independent historian(s)".
  73. "Independent interpretation of a test performed by another physician/other qualified health care professional (not separately reported)".
  74. "Discussion of management or test interpretation with external physician/other qualified health care professional/appropriate source (not separately reported)".
  75. Validate the 'Risk of Complications and/or Morbidity or Mortality of Patient Management:' = "Low".
Scenario 2: Update CPT Calculation for Low Level MDM based on 2024 Guidelines for Established client type (99213)
Specific Setup:
  • Avatar CareFabric 2024 Update 2, Medical Note 2.19.1, and Medical Note 2.19.2 are required in order to utilize full functionality.
  • A user with access to the Medical Note Admin Tool must exist. (User A)
  • Logging in as "User A" set the following settings in the Medical Note Admin Tool 'Home' section:
  • Set the value for the '2024 E&M Guidelines Effective Date' field to "01/01/2024".
  • Enable the '2024 E&M MDM Required' field.
  • Enable the 'Use 2024 E&M Guidelines for Inpatient Services' field.
  • A client must be configured in an inpatient episode. (Client A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new note such that:
  3. 'Location' = "Office".
  4. 'Client Type' = "Established".
  5. Select the ‘Document’ tab and navigate to the 'Diagnosis' section.
  6. Add a new diagnosis for the client.
  7. Navigate to the 'MDM' section.
  8. Check the 'Problem Addressed?' checkbox for the newly added diagnosis.
  9. Validate the 'Problem Category' field is enabled.
  10. Select "Acute, uncomplicated illness or injury requiring hospital inpatient or observation-level of care" from the 'Problem Category' field.
  11. Check the following checkboxes in the 'Amount and/or Complexity of Data to be Reviewed and Analyzed' section:
  12. "Ordering of each unique test".
  13. "Independent interpretation of a test performed by another physician/other qualified health care professional (not separately reported)".
  14. Select "Low" from the 'Risk of Complications and/or Morbidity or Mortality of Patient Management' section.
  15. Complete any remaining required sections.
  16. Select the 'Finalize' tab and navigate to the 'CPT Selection' section.
  17. Set 'Face-to-Face Time with Client' field to "20".
  18. Click [Debug] and verify the popup window 'CPT Debug' is displayed.
  19. Verify the Results section contains:
  20. 'CPT Guidelines Version:' = "2024".
  21. 'Visit Type:' = "Established".
  22. 'Location Type:' = "Office or another outpatient setting".
  23. 'Visit Duration:' = "20 Minute(s)".
  24. Verify the 'MDM: Low' section contains:
  25. 'Problem Points:' = "Low".
  26. 'Data Points:' = "Moderate".
  27. 'Risk:' = "Low".
  28. Validate the 'CPT Codes: Office or other outpatient visit – established patient' section contains a row such that:
  29. 'Code' = "99213".
  30. 'MDM Score' = "Low".
  31. 'Min Duration' = "20".
  32. 'Doc?' = checked.
  33. 'Dur?' = checked.
  34. Close the 'CPT Debug' window.
  35. Verify that code '99213' is displayed on the 'Document-Based Recommendation' card under the section 'CPT Selection'.
  36. Verify that code '99213' is displayed on the 'Time-Based Recommendation:' card under the section 'CPT Selection'.
Topics
• Medical Note • NX
Update 3 Summary | Details
CareFabric Assessment Mapping - 'System Code(s)' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HomeView.Generic Assessment Widget
  • Patient Health Questionnaire-A
  • CareFabric Assessment Mapping
Scenario 1: CareFabric Assessment Mapping - Validate mappings for multiple root system codes
Specific Setup:
  • myAvatar has multiple root system codes defined (System Code 1 & System Code 2).
  • Both system codes are configured for CareFabric.
  • Must have an assessment created using the 'Assessment Design Tool' (Assessment A). Please note: This is a Netsmart only tool. Please contact your Netsmart Representative for more information.
  • A modeled form (Form A) is defined in both "System Code 1" & "System Code 2".
  • Must have the 'Generic Assessment' widget available on the HomeView.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Log in with "System Code 1".
  2. Access the 'CareFabric Assessment Mapping' form.
  3. Select "Assessment A" in the 'Select Assessment' field.
  4. Select "Form A" in the 'Select Modeled Form' field.
  5. Validate the 'System Code(s)' field is displayed. This will display when there are multiple root system codes defined.
  6. Validate "System Code 2" is displayed in the 'System Code(s)' field.
  7. Click [Launch Mapping Grid].
  8. Validate no mappings are displayed.
  9. Click [Close/Cancel] and close the form.
  10. Log out.
  11. Log in with "System Code 2".
  12. Access the 'CareFabric Assessment Mapping' form.
  13. Select "Assessment A" in the 'Select Assessment' field.
  14. Select "Form A" in the 'Select Modeled Form' field.
  15. Validate the 'System Code(s)' field is displayed. This will display when there are multiple root system codes defined.
  16. Select "System Code 1" in the 'System Code(s)' field.
  17. Click [Launch Mapping Grid].
  18. Add the desired mappings.
  19. Click [Save] and [Yes].
  20. Click [File Mappings] and close the form.
  21. Log out.
  22. Log in with "System Code 1".
  23. Access the 'CareFabric Assessment Mapping' form.
  24. Select "Assessment A" in the 'Select Assessment' field.
  25. Select "Form A" in the 'Select Modeled Form' field.
  26. Validate a message is displayed stating: The form is already mapped in this system code: "System Code 2".
  27. Please note: The mapping can only be edited in the root system code it was filed in.
  28. Click [OK].
  29. Close the form.
  30. Navigate to the 'Generic Assessment' widget for "Client A".
  31. File "Assessment A" for the client, populating all required and desired fields that are mapped via 'CareFabric Assessment Mapping'.
  32. Select "Client A" and access "Form A".
  33. Validate a record is displayed for the assessment filed via the 'Generic Assessment' widget.
  34. Click [Edit].
  35. Validate all fields display as expected based on the mappings defined via 'CareFabric Assessment Mapping'.
  36. Close the form.
CarePOV Management - 'Client Alerts' section
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Alerts (PM)
  • CarePOV Management
  • Allergies and Hypersensitivities
  • Client Lookup/Header Configuration Manager
Scenario 1: CarePOV Management - Client Alerts - Field Validations
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the "Client Alerts" section.
  3. Select "Edit" in the 'Add or Edit Alert' field.
  4. Select "Alcohol Detox" in the 'Client Alert' field.
  5. Validate the 'Selected Diagnosis' field contains a list of diagnoses with codes/descriptions.
  6. Validate the 'Selected Problem' field contains a list of problems with codes/descriptions.
  7. Select "Fall Risk" in the 'Client Alert' field.
  8. Validate the 'Selected Diagnosis' field contains a list of diagnoses with codes/descriptions.
  9. Validate the 'Selected Problem' field contains a list of problems with codes/descriptions.
  10. Select "High Blood Pressure" in the 'Client Alert' field.
  11. Validate the 'Selected Diagnosis' field contains a list of diagnoses with codes/descriptions.
  12. Validate the 'Selected Problem' field contains a list of problems with codes/descriptions.
  13. Close the form.
Topics
• CareFabric Assessment Mapping • Client Alerts • CarePOV Management
Update 9 Summary | Details
CarePOV Management - Form Sections
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CarePOV Management
Scenario 1: CarePOV Management - Section Validations
Steps
  1. Access the 'CarePOV Management' form.
  2. Validate the 'Submit' button is disabled.
  3. Validate a [Submit 'CarePOV Management'] button is displayed.
  4. Select any desired values and click [Submit 'CarePOV Management'].
  5. Validate a message is displayed stating: Saved.
  6. Click [OK].
  7. Validate successful form submission.
  8. Access the 'CarePOV Management' form.
  9. Validate previously saved values are displayed.
  10. Select the "Bed Board - POV" section.
  11. Validate the 'Submit' button is disabled.
  12. Validate a [Submit 'Bed Board - POV'] button is displayed.
  13. Select any desired values and click [Submit 'Bed Board - POV'].
  14. Validate a message is displayed stating: Saved.
  15. Click [OK].
  16. Validate successful form submission.
  17. Access the 'CarePOV Management' form.
  18. Select the "Bed Board - POV" section.
  19. Validate previously saved values are displayed.
  20. Select the "Electronic Visit Verification" section.
  21. Validate the 'Submit' button is disabled.
  22. Validate a [Submit 'Electronic Visit Verification'] button is displayed.
  23. Select any desired values and click [Submit 'Electronic Visit Verification'].
  24. Validate a message is displayed stating: Saved.
  25. Click [OK].
  26. Validate successful form submission.
  27. Access the 'CarePOV Management' form.
  28. Select the "Electronic Visit Verification" section.
  29. Validate previously saved values are displayed.
  30. Select the "Client Alerts" section.
  31. Validate the 'Submit' button is disabled.
  32. Validate the [Save] button is displayed. Note: this button is existing functionality and remains unchanged.
  33. Select the "Lab Results Flowsheet Mapping" section.
  34. Validate the 'Submit' button is disabled.
  35. Validate the [Save] button is displayed. Note: this button is existing functionality and remains unchanged.
  36. Select the "Group Check In" section.
  37. Validate the 'Submit' button is disabled.
  38. Validate the [Submit 'Group Check In'] button is displayed.
  39. Enter any desired values and click [Submit 'Group Check In'].
  40. Validate a message is displayed stating: Saved.
  41. Click [OK].
  42. Validate successful form submission.
  43. Access the 'CarePOV Management' form.
  44. Select the "Group Check In" section.
  45. Validate previously saved values are displayed.
  46. Select the "Bells Notes" section.
  47. Validate the 'Submit' button is disabled.
  48. Validate a message is displayed stating: Contact your Netsmart Representative to set up the Progress Note that will be used for Bells Notes integration. Note: this is an existing message and remains unchanged.
  49. Select the "Telehealth" section.
  50. Validate the 'Submit' button is disabled.
  51. Validate the [Submit 'Telehealth'] button is displayed.
  52. Enter the desired value and click [Submit 'Telehealth'].
  53. Validate a message is displayed stating: Saved.
  54. Click [OK].
  55. Validate successful form submission.
  56. Access the 'CarePOV Management' form.
  57. Select the "Telehealth" section.
  58. Validate previously saved values are displayed.
  59. Close the form.
CarePOV Management - 'Electronic Visit Verification' section
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CarePOV Management
  • Client Alternate Addresses
  • Registry Settings (PM)
Scenario 1: Client Alternate Addresses - Form Validations
Specific Setup:
  • The 'Enable Client Alternate Addresses' registry setting must be set to "Y".
  • A client is admitted in an existing episode (Client A).
Steps
  1. Access the 'Client Alternate Addresses' form.
  2. Select "Client A" in the 'Client' field.
  3. Select "Add" in the 'Add/Edit' field.
  4. Enter the desired value in the 'Description' field.
  5. Enter the desired date in the 'Address Start Date' field.
  6. Enter the desired date in the 'Address End Date' field.
  7. Enter the desired value in the 'Address Line 1' field.
  8. Enter the desired value in the 'Address Line 2' field.
  9. Enter the desired value in the 'Zip' field.
  10. Enter the desired value in the 'City' field.
  11. Select the desired value in the 'State' field.
  12. Enter the desired value in the 'Contact Name field.
  13. Enter the desired value in the 'Contact Phone' field.
  14. Enter the desired value in the 'Address Notes' field.
  15. Select the desired value in the 'Address Type' field. Please note: this will display values defined in the '(10006) Location' dictionary.
  16. Select "Yes" in the 'Enabled' field.
  17. Click [File].
  18. Validate a message is displayed stating: Saved.
  19. Click [OK].
  20. Validate the 'Client' field contains "Client A".
  21. Select "Edit" in the 'Add/Edit' field.
  22. Validate the 'Select Existing Address' field contains the alternate address filed in the previous steps with the 'Address Start Date', 'Address End Date', and 'Description'.
  23. Select the address filed in the previous steps in the 'Select Existing Address' field.
  24. Validate all previously filed data is displayed.
  25. Close the form.
  26. Access Crystal Reports or other SQL Reporting Tool.
  27. Select the PM namespace.
  28. Create a report using the 'SYSTEM.client_alternate_address' SQL table.
  29. Validate there is a row for "Client A" will all previously filed data.
  30. Validate the 'addr_type_code' and 'addr_type_value' fields contain the code/value filed in the previous steps.
  31. Close the report.
Scenario 2: CarePOV Management - 'Electronic Visit Verification' section - Validate the 'Require Address Type' and 'Default Address Type for Client Demographics' fields
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. This must be done by a Netsmart Representative.
  • "Yes" must be selected for 'Enable Mobile CareGiver+' in the 'Electronic Visit Verification' section of the 'CarePOV Management' form.
  • The 'Enable Client Alternate Addresses' registry setting must be set to "Y".
  • A client is admitted in an existing episode (Client A).
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the "Electronic Visit Verification" section.
  3. Validate the 'Require Address Type' field is displayed with "Yes" and "No" values. The default value will be "No".
  4. Validate the 'Default Address Type for Client Demographics' field is displayed with values from the '(10006) Location' dictionary.
  5. Select "Yes" in the 'Require Address Type' field.
  6. Validate the 'Default Address Type for Client Demographics' field becomes required.
  7. Select the desired value in the 'Default Address Type for Client Demographics' field.
  8. Click [Submit 'Electronic Visit Verification'].
  9. Validate a message is displayed stating: Saved.
  10. Click [OK].
  11. Validate successful submission.
  12. Access the 'Client Alternate Addresses' form.
  13. Select "Add" in the 'Add/Edit' field.
  14. Enter the desired value in the 'Description' field.
  15. Enter the desired date in the 'Address Start Date' field.
  16. Enter the desired date in the 'Address End Date' field.
  17. Enter the desired value in the 'Address Line 1' field.
  18. Enter the desired value in the 'Address Line 2' field.
  19. Enter the desired value in the 'Zip' field.
  20. Enter the desired value in the 'City' field.
  21. Select the desired value in the 'State' field.
  22. Enter the desired value in the 'Contact Name field.
  23. Enter the desired value in the 'Contact Phone' field.
  24. Enter the desired value in the 'Address Notes' field.
  25. Validate the 'Address Type' field is required.
  26. Select the desired value in the 'Address Type' field. Please note: this will display values defined in the '(10006) Location' dictionary.
  27. Select "Yes" in the 'Enabled' field.
  28. Click [File].
  29. Validate a message is displayed stating: Saved.
  30. Click [OK] and close the form.
  31. Access the 'CarePOV Management' form.
  32. Select the "Electronic Visit Verification" section.
  33. Validate the previously selected values are displayed.
  34. Select "No" in the 'Require Address Type' field.
  35. Validate the 'Default Address Type for Client Demographics' field is no longer required.
  36. Remove the value from the 'Default Address Type for Client Demographics' field.
  37. Click [Submit 'Electronic Visit Verification'].
  38. Validate a message is displayed stating: Saved.
  39. Click [OK].
  40. Validate successful submission.
  41. Access the 'Client Alternate Addresses' form.
  42. Select "Edit" in the 'Add/Edit' field.
  43. Validate the 'Select Existing Address' field contains the alternate address filed in the previous steps with the 'Address Start Date', 'Address End Date', and 'Description'.
  44. Select the address filed in the previous steps in the 'Select Existing Address' field.
  45. Validate all previously filed data is displayed.
  46. Validate the 'Address Type' field is no longer required.
  47. Remove the value from the 'Address Type' field.
  48. Click [File].
  49. Validate a message is displayed stating: Saved.
  50. Click [OK] and close the form.
Mobile CareGiver+ - 'EvvClientUpdated' SDK event
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CarePOV Management
  • CareFabric Monitor
  • Client Alternate Addresses
  • Registry Settings (PM)
Scenario 1: Mobile CareGiver+ - Client Alternate Addresses - Validate the 'EvvClientUpdated' event
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • 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+)"
  • 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).
  • Dictionary values must be defined for the 'Other Tabled Files' - '(424) Available Electronic Visit Verification Tasks' Data Element in 'Dictionary Update (PM)'.
  • 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.
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
  • A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
  • 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).
  • The 'Enable Client Alternate Addresses' registry setting must be set to "Y".
Steps
  1. Access the 'Dictionary Update' PM form.
  2. Select "Client" in the 'File' field.
  3. Select "(10006) Location" in the 'Data Element' field.
  4. Enter the desired value in the 'Dictionary Code' field.
  5. Enter "MCG+ Alternate Location" in the 'Dictionary Value' field.
  6. Select "(587) Place Of Service (Mobile CareGiver+)" in the 'Extended Dictionary Data Element' field.
  7. Select "(53) Community Mental Health Center" (or any other non "Home" value) in the 'Extended Dictionary Value (Single Dictionary)' field.
  8. Select "(579) Place Of Service (837 Electronic Billing)" in the 'Extended Dictionary Data Element' field.
  9. Select "Other Unlisted Facility" (or any other non "Home" value) in the 'Extended Dictionary Value (Single Dictionary)' field.
  10. Select "(578) Place Of Service (HCFA 24-B)" in the 'Extended Dictionary Data Element' field.
  11. Select "Other Unlisted Facility" (or any other non "Home" value) in the 'Extended Dictionary Value (Single Dictionary)' field.
  12. Click [Apply Changes].
  13. Validate a message is displayed stating: Filed!
  14. Click [OK] and close the form.
  15. Access the 'Client Alternate Addresses' form.
  16. Select "Client A" in the 'Client' field.
  17. Select "Add" in the 'Add/Edit' field.
  18. Enter "Inactive Alternate Address" in the 'Description' field.
  19. Enter the desired date in the 'Address Start Date' field.
  20. Enter the desired date in the 'Address Line 1' field.
  21. Enter the desired value in the 'Zip' field.
  22. Enter the desired value in the 'City' field.
  23. Select the desired value in the 'State' field.
  24. Select "MCG+ Alternate Location" in the 'Address Type' field.
  25. Select "No" in the 'Enabled' field.
  26. Click [File].
  27. Validate a message is displayed stating: Saved.
  28. Click [OK].
  29. Select "Add" in the 'Add/Edit' field.
  30. Enter "Active Alternate Address" in the 'Description' field.
  31. Enter the desired date in the 'Address Start Date' field.
  32. Enter the desired date in the 'Address Line 1' field.
  33. Enter the desired value in the 'Zip' field.
  34. Enter the desired value in the 'City' field.
  35. Select the desired value in the 'State' field.
  36. Select "MCG+ Alternate Location" in the 'Address Type' field.
  37. Select "Yes" in the 'Enabled' field.
  38. Click [File].
  39. Validate a message is displayed stating: Saved.
  40. Click [OK] and close the form.
  41. Access the 'CareFabric Monitor' form.
  42. Enter the current date in the 'From Date' and 'Through Date' fields.
  43. Select "Client A" in the 'Client ID' field.
  44. Select "EvvClientUpdated" in the 'Event/Action Search' field.
  45. Click [View Activity Log].
  46. Validate the 'CareFabric Monitor Report' contains an "EvvClientUpdated" record for "Client A".
  47. Click [Click to View Record].
  48. Validate the 'addresses' section contains only the "Active Alternate Address" and the client's home address defined in demographics.
  49. Close the report and the form.
Mobile CareGiver+ - Appointment Scheduling
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CarePOV Management
  • CareFabric Monitor
  • Scheduling Calendar - Status Update
  • Dictionary Update (PM)
  • Client Alternate Addresses
  • Update Client Data
Scenario 1: Mobile CareGiver+ - Scheduling Calendar - Validate 'Client Alternate Addresses' functionality
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • 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+)"
  • 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).
  • Dictionary values must be defined for the 'Other Tabled Files' - '(424) Available Electronic Visit Verification Tasks' Data Element in 'Dictionary Update (PM)'.
  • 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.
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
  • A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
  • 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).
  • The 'Enable Client Alternate Addresses' registry setting must be set to "Y".
Steps
  1. Access the 'Dictionary Update' PM form.
  2. Select "Client" in the 'File' field.
  3. Select "(10006) Location" in the 'Data Element' field.
  4. Enter the desired value in the 'Dictionary Code' field.
  5. Enter "MCG+ Alternate Location" in the 'Dictionary Value' field.
  6. Select "(587) Place Of Service (Mobile CareGiver+)" in the 'Extended Dictionary Data Element' field.
  7. Select "(53) Community Mental Health Center" (or any other non "Home" value) in the 'Extended Dictionary Value (Single Dictionary)' field.
  8. Select "(579) Place Of Service (837 Electronic Billing)" in the 'Extended Dictionary Data Element' field.
  9. Select "Other Unlisted Facility" (or any other non "Home" value) in the 'Extended Dictionary Value (Single Dictionary)' field.
  10. Select "(578) Place Of Service (HCFA 24-B)" in the 'Extended Dictionary Data Element' field.
  11. Select "Other Unlisted Facility" (or any other non "Home" value) in the 'Extended Dictionary Value (Single Dictionary)' field.
  12. Click [Apply Changes].
  13. Validate a message is displayed stating: Filed!
  14. Click [OK] and close the form.
  15. Access the 'Client Alternate Addresses' form.
  16. Select "Client A" in the 'Client' field.
  17. Select "Add" in the 'Add/Edit' field.
  18. Enter "Alternate Address Test" in the 'Description' field.
  19. Enter the desired value in the 'Address Line 1' field.
  20. Enter the desired date in the 'Address Start Date' field.
  21. Enter the desired value in the 'Zip' field.
  22. Enter the desired value in the 'Contact Name' field.
  23. Enter the desired value in the 'Contact Phone' field.
  24. Enter the desired value in the 'Address Notes' field.
  25. Select "MCG+ Alternate Location" in the 'Address Type' field.
  26. Select "Yes" in the 'Enabled' field.
  27. Click [File].
  28. Validate a message is displayed stating: Saved.
  29. Click [OK] and close the form.
  30. Access the 'Scheduling Calendar' form.
  31. Right click in any available future time slot for "Practitioner A" and click [Add Appointment].
  32. Select "Service Code A" in the 'Service Code' field.
  33. Select "Client A" in the 'Client' field.
  34. Validate the 'Program' field contains "Program A".
  35. Select "MCG+ Alternate Location" in the 'Location' field.
  36. Validate the 'Select Address of Service' field is displayed and does not contain any value, by default.
  37. Click [Submit].
  38. Validate a message is displayed stating: Mobile CareGiver+: Missing Client Information: Location (LocationOfService) is missing.
  39. This is because the 'Place Of Service' extended dictionary elements do not have a value of "Home". If a value of "Home" is not selected, an address must be selected in the 'Select Address of Service' field.
  40. Click [OK].
  41. Validate the 'Select Address of Service' field contains "Primary Address (Demographics)" and "Alternate Address Test".
  42. Select "Alternate Address Test" in the 'Select Address of Service' field.
  43. Click [Submit].
  44. Validate the new appointment is displayed.
  45. Click [Dismiss].
  46. Access the 'CareFabric Monitor' form.
  47. Enter the current date in the 'From Date' and 'Through Date' fields.
  48. Select "Client A" in the 'Client ID' field.
  49. Select "EvvAppointmentUpdated" in the 'Event/Action Search' field.
  50. Click [View Activity Log].
  51. Validate the 'CareFabric Monitor Report' contains an "EvvAppointmentUpdated" record.
  52. Click [Click To View Record].
  53. Validate the 'locationOfService' fields contain "Client A's" alternate address values (Alternate Address Test).
  54. Validate the 'locationOfService' - 'typeCode' - 'code' field contains the code selected for the '(587) Place Of Service (Mobile CareGiver+)' extended dictionary data element.
  55. Validate the 'locationOfService' - 'typeCode' - 'displayName' field contains the value selected for the '(587) Place Of Service (Mobile CareGiver+)' extended dictionary data element.
  56. Validate all other data displays as expected.
  57. Close the report and the form.
  58. Access the 'Client Alternate Addresses' form.
  59. Select "Client A" in the 'Client' field.
  60. Select "Edit" in the 'Add/Edit' field.
  61. Select "Alternate Address Test" in the 'Select Existing Address' field.
  62. Enter the desired new value in the 'Address Line 1' field.
  63. Click [File].
  64. Validate a message is displayed stating: Saved.
  65. Click [OK] and close the form.
  66. Access the 'CareFabric Monitor' form.
  67. Enter the current date in the 'From Date' and 'Through Date' fields.
  68. Select "Client A" in the 'Client ID' field.
  69. Select "EvvAppointmentUpdated" in the 'Event/Action Search' field.
  70. Click [View Activity Log].
  71. Validate the 'CareFabric Monitor Report' contains an "EvvAppointmentUpdated" record.
  72. Click [Click To View Record].
  73. Validate the 'locationOfService' fields contain "Client A's" new alternate address values.
  74. Validate the 'locationOfService' - 'typeCode' - 'code' field contains the code selected for the '(587) Place Of Service (Mobile CareGiver+)' extended dictionary data element.
  75. Validate the 'locationOfService' - 'typeCode' - 'displayName' field contains the value selected for the '(587) Place Of Service (Mobile CareGiver+)' extended dictionary data element.
  76. Validate all other data displays as expected.
  77. Close the report and the form.
Scenario 2: Mobile Caregiver+ - Validate the 'McgEvvAppointmentUpdated' incoming event when a client's alternate address is used
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).
  • 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).
  • 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 client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
  • The 'Enable Client Alternate Addresses' registry setting must be set to "Y".
  • "Client A" has an alternate address on file in the 'Client Alternate Addresses' form (Alternate Address A).
Steps
  1. Add an unscheduled visit in the Mobile CareGiver+ application for "Client A" with "Practitioner A", using "Alternate Address A" as the location of service.
  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 "Client A" in the 'Client ID' field.
  6. Select "McgEvvAppointmentUpdated' in the 'Event/Action Search' field.
  7. Click [View Activity Log].
  8. Validate the 'CareFabric Monitor Report' contains an "McgEvvAppointmentUpdated" record.
  9. Click [Click To View Record].
  10. Validate the 'clientID- 'id' field contains "Client A".
  11. Validate the 'endDate' field contains the appointment end date/time.
  12. Validate the 'mcgAppointmentID' - 'id' field contains the MCG+ unique identifier for the appointment.
  13. Validate the 'resource' - 'resourceID' field contains "Practitioner A".
  14. Validate the 'services' - 'procedureCode' - 'code' field contains "Procedure Code A".
  15. Validate the 'locationOfService' fields contain "Alternate Address A".
  16. Validate the 'startDate' field contains the appointment start date/time.
  17. Validate all other appointment data is displayed.
  18. Close the report and the form.
  19. Access the 'Scheduling Calendar' form.
  20. Validate the appointment for "Client A" with "Practitioner A" that was sent from Mobile CareGiver+ is displayed at "Site A".
  21. Right click on the appointment and click [Details/Edit].
  22. Validate the appointment details are displayed as expected.
  23. Validate the 'Location' field contains the location associated to "Alternate Address A".
  24. Validate the 'Select Address of Service' field contains "Alternate Address A".
  25. Close the form and click [Dismiss].
Scenario 3: 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).
  • The 'Enable Client Alternate Addresses' registry setting must be set to "Y".
Steps
  1. Add an unscheduled visit in the Mobile CareGiver+ application for multiple recipients (Client A & Client B) with "Practitioner A", using the primary home address for "Client A" as the location of service.
  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 'locationOfService' fields contain the primary home address for "Client A".
  18. Validate the 'startDate' field contains the appointment start date/time.
  19. Validate all other appointment data is displayed.
  20. Close the report and the form.
  21. Access the 'Scheduling Calendar' form.
  22. Validate an appointment for "Client A" and "Client B" with "Practitioner A" that was sent from Mobile CareGiver+ is displayed at "Site A".
  23. Right click on the appointment for "Client A" and click [Details/Edit].
  24. Validate the appointment details are displayed as expected.
  25. Validate the 'Select Address of Service' field contains "Primary Address (Demographics)".
  26. Close the form.
  27. Right click on the appointment for "Client B" and click [Details/Edit].
  28. Validate the appointment details are displayed as expected.
  29. Validate the 'Select Address of Service' field contains "Address created by Mobile Caregiver+".
  30. Close the form and click [Dismiss].
  31. Access the 'Client Alternate Addresses' form.
  32. Select "Client B" in the 'Client' field.
  33. Select "Edit" in the 'Add/Edit' field.
  34. Validate the 'Select Existing Address' field contains "Address created by Mobile Caregiver+" and select it.
  35. Validate the primary home address details for "Client A" are displayed since this address was used as the location of service.
  36. Close the form.
Scenario 4: Mobile Caregiver+ - Validate the 'McgEvvAppointmentUpdated' incoming event when for an appointment with multiple recipients using alternate addresses
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).
  • The 'Enable Client Alternate Addresses' registry setting must be set to "Y".
  • "Client A" has an alternate address on file in the 'Client Alternate Addresses' form (Alternate Address A).
Steps
  1. Add an unscheduled visit in the Mobile CareGiver+ application for multiple recipients (Client A & Client B) with "Practitioner A", using "Alternate Address A" for "Client A" as the location of service.
  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 'locationOfService' fields contain "Alternate Address A".
  18. Validate the 'startDate' field contains the appointment start date/time.
  19. Validate all other appointment data is displayed.
  20. Close the report and the form.
  21. Access the 'Scheduling Calendar' form.
  22. Validate an appointment for "Client A" and "Client B" with "Practitioner A" that was sent from Mobile CareGiver+ is displayed at "Site A".
  23. Right click on the appointment for "Client A" and click [Details/Edit].
  24. Validate the appointment details are displayed as expected.
  25. Validate the 'Select Address of Service' field contains "Alternate Address A".
  26. Close the form.
  27. Right click on the appointment for "Client B" and click [Details/Edit].
  28. Validate the appointment details are displayed as expected.
  29. Validate the 'Select Address of Service' field contains "Alternate Address A".
  30. Close the form and click [Dismiss].
  31. Access the 'Client Alternate Addresses' form.
  32. Select "Client B" in the 'Client' field.
  33. Select "Edit" in the 'Add/Edit' field.
  34. Validate the 'Select Existing Address' field contains "Alternate Address A" and select it.
  35. Validate the "Alternate Address A" details from "Client A" are displayed since this address was used as the location of service.
  36. Close the form.
Topics
• CarePOV Management • Electronic Visit Verification
Update 11 Summary | Details
'Explanation Of Benefits' CareFabric Support - Inpatient
Scenario 1: Verification of 'GetExplanationOfBenefitResource' Action for Avatar MSO 837 Institutional/835 EOB Information
Steps
  • Internal testing only.
Scenario 2: Verification of 'GetExplanationOfBenefitResource' Action for Avatar PM/Cal-PM Inpatient 835 EOB Information
Steps
  • Internal testing only.
Scenario 3: Verification of 'ListExplanationOfBenefitResource' Action for Avatar MSO 837 Institutional/835 EOB Information
Steps
  • Internal testing only.
Scenario 4: Verification of 'ListExplanationOfBenefitResource' Action for Avatar PM/Cal-PM Inpatient 835 EOB Information
Steps
  • Internal testing only.
Scenario 5: Verification of 'GetExplanationOfBenefitResource' Action for Avatar MSO 837 Institutional/835 EOB Information
Steps
  • Internal testing only.
Scenario 6: Verification of 'GetExplanationOfBenefitResource' Action for Avatar PM/Cal-PM Inpatient 835 EOB Information
Steps
  • Internal testing only.
Scenario 7: Verification of 'ListExplanationOfBenefitResource' Action for Avatar MSO 837 Institutional/835 EOB Information
Steps
  • Internal testing only.
Scenario 8: Verification of 'ListExplanationOfBenefitResource' Action for Avatar PM/Cal-PM Inpatient 835 EOB Information
Steps
  • Internal testing only.
'Explanation Of Benefits' CareFabric Support - Outpatient
Scenario 1: Verification of 'GetExplanationOfBenefitResource' Action for Avatar MSO 837 Professional/835 EOB Information
Steps
  • Internal testing only.
Scenario 2: Verification of 'GetExplanationOfBenefitResource' Action for Avatar PM/Cal-PM Outpatient 835 EOB Information
Steps
  • Internal testing only.
Scenario 3: Verification of 'ListExplanationOfBenefitResource' Action for Avatar MSO 837 Professional/835 EOB Information
Steps
  • Internal testing only.
Scenario 4: Verification of 'ListExplanationOfBenefitResource' Action for Avatar PM/Cal-PM Outpatient 835 EOB Information
Steps
  • Internal testing only.
Scenario 5: Verification of 'GetExplanationOfBenefitResource' Action for Avatar MSO 837 Professional/835 EOB Information
Steps
  • Internal testing only.
Scenario 6: Verification of 'GetExplanationOfBenefitResource' Action for Avatar PM/Cal-PM Outpatient 835 EOB Information
Steps
  • Internal testing only.
Scenario 7: Verification of 'ListExplanationOfBenefitResource' Action for Avatar MSO 837 Professional/835 EOB Information
Steps
  • Internal testing only.
Scenario 8: Verification of 'ListExplanationOfBenefitResource' Action for Avatar PM/Cal-PM Outpatient 835 EOB Information
Steps
  • Internal testing only.
'Explanation Of Benefits' CareFabric Support
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • 835 Health Care Claim Payment/Advice (PM)
  • CareFabric Monitor
  • 835 Health Care Claim Payment/Advice (MSO)
Scenario 1: Verification of 'BulkDataStoreUpdate - Explanation Of Benefits' CareFabric Filing via Avatar PM/Cal-PM 835 Posting
Specific Setup:
  • 'BulkDataStoreUpdate' action must be enabled in Avatar system (via 'CareFabric Management' form)
  • Inbound 835 Health Care Claim Payment/Advice file containing one or more successfully compiled entries for Avatar PM/Cal-PM claims/services
Steps
  1. Open Avatar PM/Cal-PM '835 Health Care Claim Payment/Advice' form.
  2. Select 'Load File' in the 'Options' field.
  3. Enter 'File Path/Name' value for 835 inbound file to be loaded and click 'Process File' button.
  4. Ensure 835 file is successfully loaded.
  5. Select 'Compile File' in the 'Options' field.
  6. Select loaded inbound 835 file in the 'Select File' field and click 'Process File' button.
  7. In 835 Compile Report - ensure that payments/adjustments are successfully compiled for one or more Avatar PM/Cal-PM claims/services.
  8. Select 'Post File' in the 'Options' field.
  9. Select compiled inbound 835 file in the 'Select File' field, enter values for 'Posting Date' and 'Date of Receipt' fields (as well as any other fields as required/desired), and click 'Process File' button.
  10. In 835 Posting Report - ensure that payments/adjustments are successfully posted for one or more Avatar PM/Cal-PM claims/services.
  11. Open Avatar PM/Cal-PM 'CareFabric Monitor' form.
  12. Enter values for 'From Date' and 'Through Date' fields (using dates which include 274 Provider Directory Provider Definition entry/edit).
  13. Enter/select values for any other CareFabric Monitor fields as desired.
  14. Click 'View Activity Log' button to display CareFabric Monitor report results.
  15. In CareFabric Monitor report results - ensure that 'BulkDataStoreUpdate' Action/Out Activity is present for all Explanation Of Benefits/835 information posted via the Avatar PM/Cal-PM '835 Health Care Claim Payment/Advice' form (activity is per claim with 835 remittance advice posted).
Scenario 2: Verification of 'BulkDataStoreUpdate - Explanation Of Benefits' CareFabric Filing via Avatar MSO 835 Generation
Specific Setup:
  • 'BulkDataStoreUpdate' action must be enabled in Avatar system (via 'CareFabric Management' form)
  • EOB record(s) eligible for 835 outbound file inclusion including one or more claims/services originating via Avatar MSO 837 inbound processing
Steps
  1. Open Avatar MSO '835 Health Care Claim Payment/Advice' form.
  2. Note - Acceptance testing may also be confirmed in 835 files created via Avatar MSO Claim Processing Automation functions
  3. Select 'Sort File' in the 'Options' field.
  4. Select 'Contracting Provider' value.
  5. Select EOB(s) for 835 outbound file inclusion in the 'Select EOB(s)' field.
  6. Click 'Process' button.
  7. Ensure that '835 Health Care Claim Payment/Advice Report' is displayed following 835 sorting completion (and includes one or more successfully sorted claims/services for 835 file creation).
  8. Open Avatar PM/Cal-PM 'CareFabric Monitor' form.
  9. Enter values for 'From Date' and 'Through Date' fields (using dates which include 274 Provider Directory Provider Definition entry/edit).
  10. Enter/select values for any other CareFabric Monitor fields as desired.
  11. Click 'View Activity Log' button to display CareFabric Monitor report results.
  12. In CareFabric Monitor report results - ensure that 'BulkDataStoreUpdate' Action/Out Activity is present for all Explanation Of Benefits information/835s generated in the Avatar MSO '835 Health Care Claim Payment/Advice' form for claims/services originating via Avatar MSO 837 inbound processing (activity is per claim with 835 remittance advice generated).
Scenario 3: Verification of 'BulkDataStoreUpdate - Explanation Of Benefits' CareFabric Filing via Avatar PM/Cal-PM 835 Posting
Specific Setup:
  • 'BulkDataStoreUpdate' action must be enabled in Avatar system (via 'CareFabric Management' form)
  • Inbound 835 Health Care Claim Payment/Advice file containing one or more successfully compiled entries for Avatar PM/Cal-PM claims/services
Steps
  1. Open Avatar PM/Cal-PM '835 Health Care Claim Payment/Advice' form.
  2. Select 'Load File' in the 'Options' field.
  3. Enter 'File Path/Name' value for 835 inbound file to be loaded and click 'Process File' button.
  4. Ensure 835 file is successfully loaded.
  5. Select 'Compile File' in the 'Options' field.
  6. Select loaded inbound 835 file in the 'Select File' field and click 'Process File' button.
  7. In 835 Compile Report - ensure that payments/adjustments are successfully compiled for one or more Avatar PM/Cal-PM claims/services.
  8. Select 'Post File' in the 'Options' field.
  9. Select compiled inbound 835 file in the 'Select File' field, enter values for 'Posting Date' and 'Date of Receipt' fields (as well as any other fields as required/desired), and click 'Process File' button.
  10. In 835 Posting Report - ensure that payments/adjustments are successfully posted for one or more Avatar PM/Cal-PM claims/services.
  11. Open Avatar PM/Cal-PM 'CareFabric Monitor' form.
  12. Enter values for 'From Date' and 'Through Date' fields (using dates which include 274 Provider Directory Provider Definition entry/edit).
  13. Enter/select values for any other CareFabric Monitor fields as desired.
  14. Click 'View Activity Log' button to display CareFabric Monitor report results.
  15. In CareFabric Monitor report results - ensure that 'BulkDataStoreUpdate' Action/Out Activity is present for all Explanation Of Benefits/835 information posted via the Avatar PM/Cal-PM '835 Health Care Claim Payment/Advice' form (activity is per claim with 835 remittance advice posted).
Scenario 4: Verification of 'BulkDataStoreUpdate - Explanation Of Benefits' CareFabric Filing via Avatar MSO 835 Generation
Specific Setup:
  • 'BulkDataStoreUpdate' action must be enabled in Avatar system (via 'CareFabric Management' form)
  • EOB record(s) eligible for 835 outbound file inclusion including one or more claims/services originating via Avatar MSO 837 inbound processing
Steps
  1. Open Avatar MSO '835 Health Care Claim Payment/Advice' form.
  2. Note - Acceptance testing may also be confirmed in 835 files created via Avatar MSO Claim Processing Automation functions
  3. Select 'Sort File' in the 'Options' field.
  4. Select 'Contracting Provider' value.
  5. Select EOB(s) for 835 outbound file inclusion in the 'Select EOB(s)' field.
  6. Click 'Process' button.
  7. Ensure that '835 Health Care Claim Payment/Advice Report' is displayed following 835 sorting completion (and includes one or more successfully sorted claims/services for 835 file creation).
  8. Open Avatar PM/Cal-PM 'CareFabric Monitor' form.
  9. Enter values for 'From Date' and 'Through Date' fields (using dates which include 274 Provider Directory Provider Definition entry/edit).
  10. Enter/select values for any other CareFabric Monitor fields as desired.
  11. Click 'View Activity Log' button to display CareFabric Monitor report results.
  12. In CareFabric Monitor report results - ensure that 'BulkDataStoreUpdate' Action/Out Activity is present for all Explanation Of Benefits information/835s generated in the Avatar MSO '835 Health Care Claim Payment/Advice' form for claims/services originating via Avatar MSO 837 inbound processing (activity is per claim with 835 remittance advice generated).
Topics
• CareFabric • 835 Health Care Claim Payment/Advice
Update 15 Summary | Details
Avatar CareFabric - Support for future functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
Scenario 1: Diagnosis - Validate the 'DiagnosisCreated' and 'DiagnosisUpdated' SDK events
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • The logged in user has an associated staff member.
Steps
  1. Select "Client A" and access the 'Diagnosis' form.
  2. Select the desired value in the 'Type Of Diagnosis' field.
  3. Enter the desired date in the 'Date Of Diagnosis' field.
  4. Enter the desired time the 'Time Of Diagnosis' field.
  5. Click [New Row].
  6. Select the desired value in the 'Diagnosis Search' field.
  7. Select "Active" in the 'Status' field.
  8. Select the desired practitioner in the 'Diagnosing Practitioner' field.
  9. Click [Submit].
  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. Select "DiagnosisCreated" in the 'Event/Action Search' field.
  14. Click [View Activity Log].
  15. Validate the 'CareFabric Monitor Report' displays a 'DiagnosisCreated' record.
  16. Click [Click To View Record].
  17. Validate the 'startDate' field contains the 'Date Of Diagnosis' and 'Time Of Diagnosis' populated in the previous steps.
  18. Validate the 'statusCode' - 'code' field contains "1".
  19. Validate the 'statusCode' - 'displayName' field contains "Active".
  20. Validate the 'voidedByStaffMemberID' field contains "null".
  21. Validate the 'voidedDate' field contains "null".
  22. Validate all other previously filed data displays as expected.
  23. Close the report and the form.
  24. Select "Client A" and access the 'Diagnosis' form.
  25. Select the diagnosis created in the previous steps and click [Edit].
  26. Select the row filed in the previous steps from the 'Diagnoses' grid.
  27. Select "Void" in the 'Status' field.
  28. Click [Submit].
  29. Access the 'CareFabric Monitor' form.
  30. Enter the current date in the 'From Date' and 'Through Date' fields.
  31. Select "Client A" in the 'Client ID' field.
  32. Select "DiagnosisUpdated" in the 'Event/Action Search' field.
  33. Click [View Activity Log].
  34. Validate the 'CareFabric Monitor Report' displays a 'DiagnosisUpdated' record.
  35. Click [Click To View Record].
  36. Validate the 'statusCode' - 'code' field contains "5".
  37. Validate the 'statusCode' - 'displayName' field contains "Void".
  38. Validate the 'voidedByStaffMemberID' - 'id' field contains the logged in staff member.
  39. Validate the 'voidedDate' field contains the current date.
  40. Close the report and the form.
Topics
• CareFabric • Diagnosis
Update 16 Summary | Details
Bells Notes Integration - Support for multiple session start/end times
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
Scenario 1: Bells Notes Integration - Validate filing progress notes with multiple session times
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 does not have 'Document Routing' enabled.
  • The 'Multiple Start and End Times to Document Sessions' registry setting must be set to "Y" for the 'Progress Notes (Group and Individual)' form.
  • Must have a note type in Bells for the 'Progress Notes (Group and Individual)' form (Note Type A).
  • 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. Enter multiple session start/end times.
  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. Select "Client A" and navigate to the 'Progress Notes' widget.
  14. Validate the progress note filed from Bells Notes is displayed.
  15. Validate the multiple session start/end times filed from Bells are displayed as expected with the proper duration.
Bells Notes Integration - Progress Note document images
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 self approval of progress notes from Bells
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 have 'Document Routing' enabled.
  • Must have a note type in Bells for the 'Progress Notes (Group and Individual)' form (Note Type A).
  • 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. Click [Sign Note].
  8. Validate the Sign Note' dialog is displayed.
  9. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  10. Validate a message is displayed stating: Note Signed Successfully.
  11. Log into myAvatar as "User A".
  12. Navigate to the "My To Do's" widget.
  13. Validate a 'To-Do' is not displayed for the note sent via Bells Notes since "User A" does not require an approver.
  14. Select "Client A" and navigate to the 'Progress Notes' widget.
  15. Validate the progress note filed from Bells Notes is displayed.
  16. Access the 'Clinical Document Viewer' form.
  17. Select "Client" in the 'Select Type' field.
  18. Select "Individual" in the 'Select All or Individual Client' field.
  19. Select "Client A" in the 'Select Client' field.
  20. Select "All" in the 'Episode' field.
  21. Click [Process].
  22. Validate a document is displayed for the progress note filed from Bells Notes.
  23. Select the document and click [View].
  24. Validate the PDF generated from Bells Notes is displayed with the note details.
  25. Click [Close All Documents], [Search], and [Close].
Topics
• Progress Notes • CareFabric • Bells Notes
Update 18 Summary | Details
Avatar CareFabric - 'SearchCarePlan' SDK action
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
  • CareFabric Monitor
Scenario 1: Treatment Plan - validate the 'SearchCarePlan' SDK action
Steps
  • Internal testing only.
Avatar CareFabric - 'SearchStaffMember' SDK action
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Practitioner Enrollment
  • CareFabric Monitor
  • Practitioner Termination
Scenario 1: Validate the 'SearchStaffMember' SDK action
Steps
  • Internal testing only.
Topics
• Treatment Plan • CareFabric • SearchStaffMember
 

Avatar_CareFabric_2024_Monthly_Release_2024.01.00_Details.csv