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Avatar CareFabric 2024 Monthly Release 2024.01.01 Acceptance Tests

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Update 17 Summary | Details
Medical Note - Interaction Checking
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document.In-Office Administration
  • Drug Interaction
  • Allergies and Hypersensitivities
  • Document.Immunization
Scenario 1: Medical Note - In-Office Administrations - Interaction Checking - Drug-Drug Interaction
Specific Setup:
  • At least two dictionary codes must exist in the Order Entry Client Information ‘(20559) Override Code’ dictionary. (Override Code A) (Override Code B).
  • The ‘(20590) Require Override Text With This Override Code’ extended attribute must be set to “No” in the Order Entry Client Information ‘(20559) Override Code’ dictionary for “Override Code A”.
  • The ‘(20590) Require Override Text With This Override Code’ extended attribute must be set to “Yes” in the Order Entry Client Information ‘(20559) Override Code’ dictionary for “Override Code B”.
  • Please log out of the application and log back in after completing the above configuration.
  • Two pharmacy-type order codes must exist. (Medication A) (Medication B)
  • When "Medication A" and "Medication B" are ordered concurrently, a 'Drug-drug interaction' alert must be created.
  • A procedure-type service code (Administration A) must be configured in the 'Service Codes' form such that:
  • 'Procedure Type' = "Medication Administration".
  • 'Medication Equivalent' = "Medication A".
  • A client must have an active episode. (Client A)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab and uncheck the 'Reported' checkbox.
  3. Search for and select "Medication B" from the 'New Order' field.
  4. Fill in any required fields, click [Add to Scratchpad] and [Final Review].
  5. Select "None" in the 'Output' field and click [Sign].
  6. Validate the 'Order grid' contains the new order for "Medication B".
  7. Navigate to the 'Medical Note' tab, click [Add Note], and create a new note.
  8. Select the 'Document' tab and then navigate to the 'In-Office Administrations' section.
  9. Click [Add], select "Administration A" from the 'In-Office Administrations Search' field and click [Continue].
  10. Validate an 'Alert' banner is displayed, surrounded by a red border, and that it states "Clinical Screening Alert".
  11. Click [Override Alert] and validate a 'Drug Interaction' dialog displays.
  12. Validate a 'Drug-drug' interaction between "Medication B" and "Administration A" is shown.
  13. Validate both the 'Override Reason' and 'Notes' fields are showing as required.
  14. Validate the 'Save' and 'Save and Close' buttons are disabled.
  15. Select "Override Code A" from the 'Override Reason' field and validate the 'Notes' field is not required.
  16. Validate the 'Save' and 'Save and Close' buttons are enabled.
  17. Click [Save and Close].
  18. Validate an 'Alert' banner is displayed, surrounded by a yellow border, and that it states "Clinical Screening Alert".
  19. Click [View Overrides] and validate the 'Override Reason' and 'Notes' fields are disabled.
  20. Validate the 'Drug-drug interaction' field contains the override reason code provided.
  21. Click [Edit] and validate the 'Override Reason' and 'Notes' fields are enabled.
  22. Select "Override Code B" from the 'Override Reason' field and validate the 'Notes' field is required.
  23. Set the 'Notes' field to any value and click [Save and Close].
  24. Validate an 'Alert' banner is displayed, surrounded by a yellow border, and that it states "Clinical Screening Alert".
  25. Click [View Overrides] and validate the 'Override Reason' and 'Notes' fields are disabled.
  26. Validate the 'Drug-drug interaction' field contains the override reason code and text provided and click [Close].
  27. Fill in any required fields and click [Order].
  28. Validate "Administration A" is listed in the 'Pending Administrations' field and that an 'Alert' icon is shown to the right of the name.
  29. Hover over the 'Alert' icon and validate a tooltip displays stating "Click to view overrides".
  30. Click the 'Alert' icon and validate the 'Drug Interaction' dialog appears in read-only mode.
  31. Validate all information provided is accurate and click [Close].
Scenario 2: Medical Note - In-Office Administrations - Pending Orders - Interaction Checking - Drug-Drug Interaction
Specific Setup:
  • At least one dictionary codes must exist in the Order Entry Client Information ‘(20559) Override Code’ dictionary. (Override Code A)
  • The ‘(20590) Require Override Text With This Override Code’ extended attribute must be set to “No” in the Order Entry Client Information ‘(20559) Override Code’ dictionary for “Override Code A”.
  • Please log out of the application and log back in after completing the above configuration.
  • Two pharmacy-type order codes must exist. (Medication A) (Medication B)
  • When "Medication A" and "Medication B" are ordered concurrently, a 'Drug-drug interaction' alert must be created.
  • A procedure-type service code (In-Office A) must be configured in the 'Service Codes' form such that:
  • 'Procedure Type' = "Medication Administration".
  • 'Medication Equivalent' = "Medication A".
  • A procedure-type service code (In-Office B) must be configured in the 'Service Codes' form such that:
  • 'Procedure Type' = "Medication Administration".
  • 'Medication Equivalent' = "Medication B".
  • A client must have an active episode. (Client A)
  • "Client A" should have no current orders in OrderConnect.
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new note.
  3. Select the 'Document' tab and then navigate to the 'In-Office Administrations' section.
  4. Click [Add], search for and select "In-Office A" from the 'In-Office Administrations Search' field and click [Continue].
  5. Populate any required fields and click [Order].
  6. Click [Add], search for and select "In-Office B" from the 'In-Office Administrations Search' field and click [Continue].
  7. Validate an 'Alert' banner is displayed, surrounded by a red border, and that it states "Clinical Screening Alert".
  8. Click [Override Alert] and validate a 'Drug Interaction' dialog displays.
  9. Validate a 'Drug-drug' interaction between "In-Office A" and "In-Office B" is shown.
  10. Select "Override Code A" from the 'Override Reason' field.
  11. Click [Save and Close].
  12. Validate an 'Alert' banner is displayed, surrounded by a yellow border, and that it states "Clinical Screening Alert".
  13. Fill in any required fields and click [Order].
  14. Validate "In-Office A" and "In-Office B" are both listed in the 'Pending Administrations' field and that an 'Alert' icon is shown only to the right of "In-Office B".
  15. Hover over the 'Alert' icon and validate a tooltip displays stating "Click to view overrides".
  16. Click the 'Alert' icon and validate the 'Drug Interaction' dialog appears in read-only mode.
  17. Validate all information provided is accurate and click [Close].
Scenario 3: Medical Note - In-Office Administrations - Interaction Checking - Therapeutic Class Duplication
Specific Setup:
  • At least two dictionary codes must exist in the Order Entry Client Information ‘(20559) Override Code’ dictionary. (Override Code A) (Override Code B).
  • The ‘(20590) Require Override Text With This Override Code’ extended attribute must be set to “No” in the Order Entry Client Information ‘(20559) Override Code’ dictionary for “Override Code A”.
  • The ‘(20590) Require Override Text With This Override Code’ extended attribute must be set to “Yes” in the Order Entry Client Information ‘(20559) Override Code’ dictionary for “Override Code B”.
  • Please log out of the application and log back in after completing the above configuration.
  • Two pharmacy-type order codes must exist. (Medication A) (Medication B)
  • When "Medication A" and "Medication B" are ordered concurrently, a 'Therapeutic Class Duplication' alert must be created.
  • A procedure-type service code (In-Office A) must be configured in the 'Service Codes' form such that:
  • 'Procedure Type' = "Medication Administration".
  • 'Medication Equivalent' = "Medication A".
  • A client must have an active episode. (Client A)
  • "Client A" should have no current orders in OrderConnect.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab and uncheck the 'Reported' checkbox.
  3. Search for and select "Medication B" from the 'New Order' field.
  4. Fill in any required fields, click [Add to Scratchpad] and [Final Review].
  5. Select "None" in the 'Output' field and click [Sign].
  6. Validate the 'Order grid' contains the new order for "Medication B".
  7. Navigate to the 'Medical Note' tab, click [Add Note], and create a new note.
  8. Select the 'Document' tab and then navigate to the 'In-Office Administrations' section.
  9. Click [Add], select "In-Office A" from the 'In-Office Administrations Search' field and click [Continue].
  10. Validate an 'Alert' banner is displayed, surrounded by a red border, and that it states "Clinical Screening Alert".
  11. Click [Override Alert] and validate a 'Drug Interaction' dialog displays.
  12. Validate a 'Therapeutic Class Duplication' interaction between "Medication B" and "In-Office A" is shown.
  13. Validate both the 'Override Reason' and 'Notes' fields are showing as required.
  14. Validate the 'Save' and 'Save and Close' buttons are disabled.
  15. Select "Override Code A" from the 'Override Reason' field and validate the 'Notes' field is not required.
  16. Validate the 'Save' and 'Save and Close' buttons are enabled.
  17. Click [Save and Close].
  18. Validate an 'Alert' banner is displayed, surrounded by a yellow border, and that it states "Clinical Screening Alert".
  19. Click [View Overrides] and validate the 'Override Reason' and 'Notes' fields are disabled.
  20. Validate the 'Therapeutic Class Duplication' field contains the override reason code provided.
  21. Click [Edit] and validate the 'Override Reason' and 'Notes' fields are enabled.
  22. Select "Override Code B" from the 'Override Reason' field and validate the 'Notes' field is required.
  23. Set the 'Notes' field to any value and click [Save and Close].
  24. Validate an 'Alert' banner is displayed, surrounded by a yellow border, and that it states "Clinical Screening Alert".
  25. Click [View Overrides] and validate the 'Override Reason' and 'Notes' fields are disabled.
  26. Validate the 'Therapeutic Class Duplication' field contains the override reason code and text provided and click [Close].
  27. Fill in any required fields and click [Order].
  28. Validate "In-Office A" is listed in the 'Pending Administrations' field and that an 'Alert' icon is shown to the right of the name.
  29. Hover over the 'Alert' icon and validate a tooltip displays stating "Click to view overrides".
  30. Click the 'Alert' icon and validate the 'Drug Interaction' dialog appears in read-only mode.
  31. Validate all information provided is accurate and click [Close].
Scenario 4: Medical Note - In-Office Administrations - Pending Orders - Interaction Checking - Therapeutic Class Duplication
Specific Setup:
  • At least one dictionary codes must exist in the Order Entry Client Information ‘(20559) Override Code’ dictionary. (Override Code A)
  • The ‘(20590) Require Override Text With This Override Code’ extended attribute must be set to “No” in the Order Entry Client Information ‘(20559) Override Code’ dictionary for “Override Code A”.
  • Please log out of the application and log back in after completing the above configuration.
  • Two pharmacy-type order codes must exist. (Medication A) (Medication B)
  • When "Medication A" and "Medication B" are ordered concurrently, a 'Therapeutic Class Duplication' alert must be created.
  • A procedure-type service code (In-Office A) must be configured in the 'Service Codes' form such that:
  • 'Procedure Type' = "Medication Administration".
  • 'Medication Equivalent' = "Medication A".
  • A procedure-type service code (In-Office B) must be configured in the 'Service Codes' form such that:
  • 'Procedure Type' = "Medication Administration".
  • 'Medication Equivalent' = "Medication B".
  • A client must have an active episode. (Client A)
  • "Client A" should have no current orders in OrderConnect.
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new note.
  3. Select the 'Document' tab and then navigate to the 'In-Office Administrations' section.
  4. Click [Add], search for and select "In-Office A" from the 'In-Office Administrations Search' field and click [Continue].
  5. Populate any required fields and click [Order].
  6. Click [Add], search for and select "In-Office B" from the 'In-Office Administrations Search' field and click [Continue].
  7. Validate an 'Alert' banner is displayed, surrounded by a red border, and that it states "Clinical Screening Alert".
  8. Click [Override Alert] and validate a 'Drug Interaction' dialog displays.
  9. Validate a 'Therapeutic Class Duplication' interaction between "In-Office A" and "In-Office B" is shown.
  10. Validate both the 'Override Reason' and 'Notes' fields are showing as required.
  11. Validate the 'Save' and 'Save and Close' buttons are disabled.
  12. Set the 'Notes' field to any value.
  13. Validate the 'Override Reason' field is not required.
  14. Validate the 'Save' and 'Save and Close' buttons are enabled and click [Save and Close].
  15. Validate an 'Alert' banner is displayed, surrounded by a yellow border, and that it states "Clinical Screening Alert".
  16. Fill in any required fields and click [Administer].
  17. Fill in any required fields and click [Save].
  18. Validate no 'Alert' icon is shown to the right of "In-Office A" in the 'Pending Administrations' table.
  19. Expand the 'Administration History' table and validate "In-Office B" is listed and that an 'Alert' icon is shown to the right of the name.
  20. Hover over the 'Alert' icon and validate a tooltip displays stating "Click to view overrides".
  21. Click the 'Alert' icon and validate the 'Drug Interaction' dialog appears in read-only mode.
  22. Validate all information provided is accurate and click [Close].
Scenario 5: Medical Note - In-Office Administrations - Interaction Checking - Drug-Allergy Interaction
Specific Setup:
  • At least one dictionary code must exist in the Order Entry Client Information ‘(20559) Override Code’ dictionary. (Override Code A)
  • The ‘(20590) Require Override Text With This Override Code’ extended attribute must be set to “No” in the Order Entry Client Information ‘(20559) Override Code’ dictionary for “Override Code A”.
  • Please log out of the application and log back in after completing the above configuration.
  • A pharmacy-type order code must exist. (Medication A)
  • A procedure-type service code (In-Office A) must be configured in the 'Service Codes' form such that:
  • 'Procedure Type' = "Medication Administration".
  • 'Medication Equivalent' = "Medication A".
  • A client must have an active episode. (Client A)
  • "Client A" should have no current orders in OrderConnect.
  • "Client A" should have a current allergy with a status of "Confirmed" for "Medication A". (Allergy A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new note.
  3. Select the 'Document' tab and then navigate to the 'In-Office Administrations' section.
  4. Click [Add], search for and select "In-Office A" from the 'In-Office Administrations Search' field and click [Continue].
  5. Validate an 'Alert' banner is displayed, surrounded by a red border, and that it states "Clinical Screening Alert".
  6. Click [Override Alert] and validate a 'Drug Interaction' dialog displays.
  7. Validate a 'Drug-allergy' interaction between "In-Office A" and "Allergy A" is shown.
  8. Validate both the 'Override Reason' and 'Notes' fields are showing as required.
  9. Validate the 'Save' and 'Save and Close' buttons are disabled.
  10. Set the 'Override Reason' field to "Override Code A".
  11. Validate the 'Notes' field is not required.
  12. Validate the 'Save' and 'Save and Close' buttons are enabled and click [Save and Close].
  13. Validate an 'Alert' banner is displayed, surrounded by a yellow border, and that it states "Clinical Screening Alert".
  14. Fill in any required fields and click [Order].
  15. Validate "In-Office A" is listed in the 'Pending Administrations' field and that an 'Alert' icon is shown to the right of the name.
  16. Hover over the 'Alert' icon and validate a tooltip displays stating "Click to view overrides".
  17. Click the 'Alert' icon and validate the 'Drug Interaction' dialog appears in read-only mode.
  18. Validate all information provided is accurate and click [Close].
Scenario 6: Medical Note - In-Office Administrations - Interaction Checking - Multiple Interactions
Specific Setup:
  • At least two dictionary codes must exist in the Order Entry Client Information ‘(20559) Override Code’ dictionary. (Override Code A) (Override Code B).
  • The ‘(20590) Require Override Text With This Override Code’ extended attribute must be set to “No” in the Order Entry Client Information ‘(20559) Override Code’ dictionary for “Override Code A”.
  • The ‘(20590) Require Override Text With This Override Code’ extended attribute must be set to “Yes” in the Order Entry Client Information ‘(20559) Override Code’ dictionary for “Override Code B”.
  • Please log out of the application and log back in after completing the above configuration.
  • Three pharmacy-type order codes must exist. (Medication A)(Medication B)(Medication C)
  • When "Medication A" and "Medication C" are ordered concurrently, a 'Drug-drug interaction' alert must be created.
  • When "Medication B" and "Medication C" are ordered concurrently, a 'Drug-drug interaction' alert must be created.
  • When "Medication A" and "Medication B" are ordered concurrently, a 'Therapeutic Class Duplication' alert must be created.
  • A procedure-type service code (In-Office A) must be configured in the 'Service Codes' form such that:
  • 'Procedure Type' = "Medication Administration".
  • 'Medication Equivalent' = "Medication A".
  • A procedure-type service code (In-Office B) must be configured in the 'Service Codes' form such that:
  • 'Procedure Type' = "Medication Administration".
  • 'Medication Equivalent' = "Medication B".
  • A client must have an active episode. (Client A)
  • "Client A" should have no current orders in OrderConnect.
  • "Client A" should have a current allergy with a status of "Confirmed" for "Medication A". (Allergy A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new note.
  3. Select the 'Document' tab and then navigate to the 'In-Office Administrations' section.
  4. Click [Add], search for and select "In-Office A" from the 'In-Office Administrations Search' field and click [Continue].
  5. Populate any required fields and click [Order].
  6. Access the Order Entry Console.
  7. Select the 'Home Medications' tab and uncheck the 'Reported' checkbox.
  8. Search for and select "Medication C" from the 'New Order' field.
  9. Fill in any required fields, click [Add to Scratchpad] and [Final Review].
  10. If an 'Interaction' dialog appears, override all interactions and click [Save Override and Exit].
  11. Select "None" in the 'Output' field and click [Sign].
  12. Validate the 'Order grid' contains the new order for "Medication C".
  13. Navigate to the 'Medical Note' and then to the 'In-Office Administrations' section.
  14. Click [Add], search for and select "In-Office B" from the 'In-Office Administrations Search' field and click [Continue].
  15. Validate an 'Alert' banner is displayed, surrounded by a red border, and that it states "Clinical Screening Alert".
  16. Click [Override Alert] and validate a 'Drug Interaction' dialog displays.
  17. Validate the 'Drug Interaction' dialog contains 'Drug-allergy interaction', 'Drug-drug interaction' and 'Therapeutic Class Duplication' alerts.
  18. Validate no checkbox defaults as "Checked".
  19. Check the 'Drug-allergy interaction' checkbox and select "Override Code A" from the 'Override Reason' field.
  20. Click [Save] and validate a green checkmark is displayed next to the Drug-allergy interaction.
  21. Check the 'Drug-drug interaction' checkbox and set the 'Notes' field to any value.
  22. Click [Save] and validate a green checkmark is displayed next to the Drug-drug interaction.
  23. Click [Close] Validate the 'Alert' banner is displayed, surrounded by a red border, and that it states "Clinical Screening Alert".
  24. Click [Override Alert] and validate the 'Drug Interaction' dialog displays.
  25. Check the 'Therapeutic Class Duplication' checkbox and select "Override Code B" from the 'Override Reason' field.
  26. Validate the 'Notes' field is required and set it to any value.
  27. Click [Save and Close].
  28. Validate an 'Alert' banner is displayed, surrounded by a yellow border, and that it states "Clinical Screening Alert".
  29. Fill in any required fields and click [Order].
  30. Validate "In-Office B" is listed in the 'Pending Immunizations' field and that an 'Alert' icon is shown to the right of the name.
  31. Hover over the 'Alert' icon and validate a tooltip displays stating "Click to view overrides".
  32. Click the 'Alert' icon and validate the 'Drug Interaction' dialog appears in read-only mode.
  33. Validate all information provided is accurate and click [Close].
Scenario 7: Medical Note - Immunizations - Interaction Checking - Drug-Drug Interaction
Specific Setup:
  • At least two dictionary codes must exist in the Order Entry Client Information ‘(20559) Override Code’ dictionary. (Override Code A) (Override Code B).
  • The ‘(20590) Require Override Text With This Override Code’ extended attribute must be set to “No” in the Order Entry Client Information ‘(20559) Override Code’ dictionary for “Override Code A”.
  • The ‘(20590) Require Override Text With This Override Code’ extended attribute must be set to “Yes” in the Order Entry Client Information ‘(20559) Override Code’ dictionary for “Override Code B”.
  • Please log out of the application and log back in after completing the above configuration.
  • Two pharmacy-type order codes must exist. (Medication A) (Medication B)
  • When "Medication A" and "Medication B" are ordered concurrently, a 'Drug-drug interaction' alert must be created.
  • A procedure-type service code (Immunization A) must be configured in the 'Service Codes' form such that:
  • 'Procedure Type' = "Vaccination/Immunization".
  • 'Medication Equivalent' = "Medication A".
  • An outpatient program configured as a 'Primary Care' program in the 'Program Maintenance' form must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab and uncheck the 'Reported' checkbox.
  3. Search for and select "Medication B" from the 'New Order' field.
  4. Fill in any required fields, click [Add to Scratchpad] and [Final Review].
  5. Select "None" in the 'Output' field and click [Sign].
  6. Validate the 'Order grid' contains the new order for "Medication B".
  7. Navigate to the 'Medical Note' tab, click [Add Note], and create a new 'Primary Care' note.
  8. Select the 'Document' tab and then navigate to the 'Immunizations' section.
  9. Click [Add] and then [Order Immunizations], select "Immunization A" from the 'Immunization Search' field and click [Continue].
  10. Validate an 'Alert' banner is displayed, surrounded by a red border, and that it states "Clinical Screening Alert".
  11. Click [Override Alert] and validate a 'Drug Interaction' dialog displays.
  12. Validate a 'Drug-drug' interaction between "Medication B" and "Immunization A" is shown.
  13. Validate both the 'Override Reason' and 'Notes' fields are showing as required.
  14. Validate the 'Save' and 'Save and Close' buttons are disabled.
  15. Select "Override Code A" from the 'Override Reason' field and validate the 'Notes' field is not required.
  16. Validate the 'Save' and 'Save and Close' buttons are enabled.
  17. Click [Save and Close].
  18. Validate an 'Alert' banner is displayed, surrounded by a yellow border, and that it states "Clinical Screening Alert".
  19. Click [View Overrides] and validate the 'Override Reason' and 'Notes' fields are disabled.
  20. Validate the 'Drug-drug interaction' field contains the override reason code provided.
  21. Click [Edit] and validate the 'Override Reason' and 'Notes' fields are enabled.
  22. Select "Override Code B" from the 'Override Reason' field and validate the 'Notes' field is required.
  23. Set the 'Notes' field to any value and click [Save and Close].
  24. Validate an 'Alert' banner is displayed, surrounded by a yellow border, and that it states "Clinical Screening Alert".
  25. Click [View Overrides] and validate the 'Override Reason' and 'Notes' fields are disabled.
  26. Validate the 'Drug-drug interaction' field contains the override reason code and text provided and click [Close].
  27. Fill in any required fields and click [Order].
  28. Validate "Immunization A" is listed in the 'Pending Immunizations' field and that an 'Alert' icon is shown to the right of the name.
  29. Hover over the 'Alert' icon and validate a tooltip displays stating "Click to view overrides".
  30. Click the 'Alert' icon and validate the 'Drug Interaction' dialog appears in read-only mode.
  31. Validate all information provided is accurate and click [Close].
Scenario 8: Medical Note - Immunizations - Pending Orders - Interaction Checking - Drug-Drug Interaction
Specific Setup:
  • At least one dictionary code must exist in the Order Entry Client Information ‘(20559) Override Code’ dictionary. (Override Code A)
  • The ‘(20590) Require Override Text With This Override Code’ extended attribute must be set to “No” in the Order Entry Client Information ‘(20559) Override Code’ dictionary for “Override Code A”.
  • Please log out of the application and log back in after completing the above configuration.
  • Two pharmacy-type order codes must exist. (Medication A) (Medication B)
  • When "Medication A" and "Medication B" are ordered concurrently, a 'Drug-drug interaction' alert must be created.
  • A procedure-type service code (Immunization A) must be configured in the 'Service Codes' form such that:
  • 'Procedure Type' = "Vaccination/Immunization".
  • 'Medication Equivalent' = "Medication A".
  • A procedure-type service code (In-Office A) must be configured in the 'Service Codes' form such that:
  • 'Procedure Type' = "Medication Administration".
  • 'Medication Equivalent' = "Medication B".
  • An outpatient program configured as a 'Primary Care' program in the 'Program Maintenance' form must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
  • "Client A" should have no current orders in OrderConnect.
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new 'Primary Care' note.
  3. Select the 'Document' tab and then navigate to the 'In-Office Administrations' section.
  4. Click [Add], search for and select "In-Office A" from the 'In-Office Administrations Search' field and click [Continue].
  5. Populate any required fields and click [Order].
  6. Navigate to the 'Immunizations' section.
  7. Click [Add] and then [Order Immunizations], select "Immunization A" from the 'Immunization Search' field and click [Continue].
  8. Validate an 'Alert' banner is displayed, surrounded by a red border, and that it states "Clinical Screening Alert".
  9. Click [Override Alert] and validate a 'Drug Interaction' dialog displays.
  10. Validate a 'Drug-drug' interaction between "In-Office A" and "Immunization A" is shown.
  11. Select "Override Code A" from the 'Override Reason' field.
  12. Click [Save and Close].
  13. Validate an 'Alert' banner is displayed, surrounded by a yellow border, and that it states "Clinical Screening Alert".
  14. Fill in any required fields and click [Order].
  15. Validate "Immunization A" is listed in the 'Pending Immunizations' field and that an 'Alert' icon is shown to the right of the name.
  16. Hover over the 'Alert' icon and validate a tooltip displays stating "Click to view overrides".
  17. Click the 'Alert' icon and validate the 'Drug Interaction' dialog appears in read-only mode.
  18. Validate all information provided is accurate and click [Close].
Scenario 9: Medical Note - Immunizations - Interaction Checking - Therapeutic Class Duplication
Specific Setup:
  • At least two dictionary codes must exist in the Order Entry Client Information ‘(20559) Override Code’ dictionary. (Override Code A) (Override Code B).
  • The ‘(20590) Require Override Text With This Override Code’ extended attribute must be set to “No” in the Order Entry Client Information ‘(20559) Override Code’ dictionary for “Override Code A”.
  • The ‘(20590) Require Override Text With This Override Code’ extended attribute must be set to “Yes” in the Order Entry Client Information ‘(20559) Override Code’ dictionary for “Override Code B”.
  • Please log out of the application and log back in after completing the above configuration.
  • Two pharmacy-type order codes must exist. (Medication A) (Medication B)
  • When "Medication A" and "Medication B" are ordered concurrently, a 'Therapeutic Class Duplication' alert must be created.
  • A procedure-type service code (Immunization A) must be configured in the 'Service Codes' form such that:
  • 'Procedure Type' = "Vaccination/Immunization".
  • 'Medication Equivalent' = "Medication A".
  • An outpatient program configured as a 'Primary Care' program in the 'Program Maintenance' form must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
  • "Client A" should have no current orders in OrderConnect.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab and uncheck the 'Reported' checkbox.
  3. Search for and select "Medication B" from the 'New Order' field.
  4. Fill in any required fields, click [Add to Scratchpad] and [Final Review].
  5. Select "None" in the 'Output' field and click [Sign].
  6. Validate the 'Order grid' contains the new order for "Medication B".
  7. Navigate to the 'Medical Note' tab, click [Add Note], and create a new 'Primary Care' note.
  8. Select the 'Document' tab and then navigate to the 'Immunizations' section.
  9. Click [Add] and then [Order Immunizations], select "Immunization A" from the 'Immunization Search' field and click [Continue].
  10. Validate an 'Alert' banner is displayed, surrounded by a red border, and that it states "Clinical Screening Alert".
  11. Click [Override Alert] and validate a 'Drug Interaction' dialog displays.
  12. Validate a 'Therapeutic Class Duplication' interaction between "Medication B" and "Immunization A" is shown.
  13. Validate both the 'Override Reason' and 'Notes' fields are showing as required.
  14. Validate the 'Save' and 'Save and Close' buttons are disabled.
  15. Select "Override Code A" from the 'Override Reason' field and validate the 'Notes' field is not required.
  16. Validate the 'Save' and 'Save and Close' buttons are enabled.
  17. Click [Save and Close].
  18. Validate an 'Alert' banner is displayed, surrounded by a yellow border, and that it states "Clinical Screening Alert".
  19. Click [View Overrides] and validate the 'Override Reason' and 'Notes' fields are disabled.
  20. Validate the 'Therapeutic Class Duplication' field contains the override reason code provided.
  21. Click [Edit] and validate the 'Override Reason' and 'Notes' fields are enabled.
  22. Select "Override Code B" from the 'Override Reason' field and validate the 'Notes' field is required.
  23. Set the 'Notes' field to any value and click [Save and Close].
  24. Validate an 'Alert' banner is displayed, surrounded by a yellow border, and that it states "Clinical Screening Alert".
  25. Click [View Overrides] and validate the 'Override Reason' and 'Notes' fields are disabled.
  26. Validate the 'Therapeutic Class Duplication' field contains the override reason code and text provided and click [Close].
  27. Fill in any required fields and click [Order].
  28. Validate "Immunization A" is listed in the 'Pending Immunizations' field and that an 'Alert' icon is shown to the right of the name.
  29. Hover over the 'Alert' icon and validate a tooltip displays stating "Click to view overrides".
  30. Click the 'Alert' icon and validate the 'Drug Interaction' dialog appears in read-only mode.
  31. Validate all information provided is accurate and click [Close].
Scenario 10: Medical Note - Immunizations - Pending Orders - Interaction Checking - Therapeutic Class Duplication
Specific Setup:
  • At least one dictionary code must exist in the Order Entry Client Information ‘(20559) Override Code’ dictionary. (Override Code A)
  • The ‘(20590) Require Override Text With This Override Code’ extended attribute must be set to “No” in the Order Entry Client Information ‘(20559) Override Code’ dictionary for “Override Code A”.
  • Please log out of the application and log back in after completing the above configuration.
  • Two pharmacy-type order codes must exist. (Medication A) (Medication B)
  • When "Medication A" and "Medication B" are ordered concurrently, a 'Therapeutic Class Duplication' alert must be created.
  • A procedure-type service code (Immunization A) must be configured in the 'Service Codes' form such that:
  • 'Procedure Type' = "Vaccination/Immunization".
  • 'Medication Equivalent' = "Medication A".
  • A procedure-type service code (Immunization B) must be configured in the 'Service Codes' form such that:
  • 'Procedure Type' = "Vaccination/Immunization".
  • 'Medication Equivalent' = "Medication B".
  • An outpatient program configured as a 'Primary Care' program in the 'Program Maintenance' form must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
  • "Client A" should have no current orders in OrderConnect.
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new 'Primary Care' note.
  3. Select the 'Document' tab and then navigate to the 'Immunizations' section.
  4. Click [Add] and then [Order Immunizations].
  5. Search for and select "Immunization A" from the 'Immunization Search' field and click [Continue].
  6. Populate any required fields and click [Order].
  7. Click [Add] and then [Order Immunizations], select "Immunization B" from the 'Immunization Search' field and click [Continue].
  8. Validate an 'Alert' banner is displayed, surrounded by a red border, and that it states "Clinical Screening Alert".
  9. Click [Override Alert] and validate a 'Drug Interaction' dialog displays.
  10. Validate a 'Therapeutic Class Duplication' interaction between "Immunization A" and "Immunization B" is shown.
  11. Validate both the 'Override Reason' and 'Notes' fields are showing as required.
  12. Validate the 'Save' and 'Save and Close' buttons are disabled.
  13. Set the 'Notes' field to any value.
  14. Validate the 'Override Reason' field is not required.
  15. Validate the 'Save' and 'Save and Close' buttons are enabled and click [Save and Close].
  16. Validate an 'Alert' banner is displayed, surrounded by a yellow border, and that it states "Clinical Screening Alert".
  17. Fill in any required fields and click [Administer].
  18. Fill in any required fields and click [Save].
  19. Expand the 'Immunization History' table and validate "Immunization B" is listed and that an 'Alert' icon is shown to the right of the name.
  20. Hover over the 'Alert' icon and validate a tooltip displays stating "Click to view overrides".
  21. Click the 'Alert' icon and validate the 'Drug Interaction' dialog appears in read-only mode.
  22. Validate all information provided is accurate and click [Close].
Scenario 11: Medical Note - Immunizations - Interaction Checking - Drug-Allergy Interaction
Specific Setup:
  • At least one dictionary code must exist in the Order Entry Client Information ‘(20559) Override Code’ dictionary. (Override Code A)
  • The ‘(20590) Require Override Text With This Override Code’ extended attribute must be set to “No” in the Order Entry Client Information ‘(20559) Override Code’ dictionary for “Override Code A”.
  • Please log out of the application and log back in after completing the above configuration.
  • A pharmacy-type order code must exist. (Medication A)
  • A procedure-type service code (Immunization A) must be configured in the 'Service Codes' form such that:
  • 'Procedure Type' = "Vaccination/Immunization".
  • 'Medication Equivalent' = "Medication A".
  • An outpatient program configured as a 'Primary Care' program in the 'Program Maintenance' form must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
  • "Client A" should have no current orders in OrderConnect.
  • "Client A" should have a current allergy with a status of "Confirmed" for "Medication A". (Allergy A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new 'Primary Care' note.
  3. Select the 'Document' tab and then navigate to the 'Immunizations' section.
  4. Click [Add] and then [Order Immunizations].
  5. Search for and select "Immunization A" from the 'Immunization Search' field and click [Continue].
  6. Validate an 'Alert' banner is displayed, surrounded by a red border, and that it states "Clinical Screening Alert".
  7. Click [Override Alert] and validate a 'Drug Interaction' dialog displays.
  8. Validate a 'Drug-allergy' interaction between "Immunization A" and "Allergy A" is shown.
  9. Validate both the 'Override Reason' and 'Notes' fields are showing as required.
  10. Validate the 'Save' and 'Save and Close' buttons are disabled.
  11. Set the 'Override Reason' field to "Override Code A".
  12. Validate the 'Notes' field is not required.
  13. Validate the 'Save' and 'Save and Close' buttons are enabled and click [Save and Close].
  14. Validate an 'Alert' banner is displayed, surrounded by a yellow border, and that it states "Clinical Screening Alert".
  15. Fill in any required fields and click [Order].
  16. Validate "Immunization A" is listed in the 'Pending Immunizations' field and that an 'Alert' icon is shown to the right of the name.
  17. Hover over the 'Alert' icon and validate a tooltip displays stating "Click to view overrides".
  18. Click the 'Alert' icon and validate the 'Drug Interaction' dialog appears in read-only mode.
  19. Validate all information provided is accurate and click [Close].
Scenario 12: Medical Note - Immunizations - Interaction Checking - Multiple Interactions
Specific Setup:
  • At least two dictionary codes must exist in the Order Entry Client Information ‘(20559) Override Code’ dictionary. (Override Code A) (Override Code B).
  • The ‘(20590) Require Override Text With This Override Code’ extended attribute must be set to “No” in the Order Entry Client Information ‘(20559) Override Code’ dictionary for “Override Code A”.
  • The ‘(20590) Require Override Text With This Override Code’ extended attribute must be set to “Yes” in the Order Entry Client Information ‘(20559) Override Code’ dictionary for “Override Code B”.
  • Please log out of the application and log back in after completing the above configuration.
  • Three pharmacy-type order codes must exist. (Medication A)(Medication B)(Medication C)
  • When "Medication A" and "Medication C" are ordered concurrently, a 'Drug-drug interaction' alert must be created.
  • When "Medication B" and "Medication C" are ordered concurrently, a 'Drug-drug interaction' alert must be created.
  • When "Medication A" and "Medication B" are ordered concurrently, a 'Therapeutic Class Duplication' alert must be created.
  • A procedure-type service code (Immunization A) must be configured in the 'Service Codes' form such that:
  • 'Procedure Type' = "Vaccination/Immunization".
  • 'Medication Equivalent' = "Medication A".
  • A procedure-type service code (In-Office A) must be configured in the 'Service Codes' form such that:
  • 'Procedure Type' = "Medication Administration".
  • 'Medication Equivalent' = "Medication C".
  • An outpatient program configured as a 'Primary Care' program in the 'Program Maintenance' form must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
  • "Client A" should have no current orders in OrderConnect.
  • "Client A" should have a current allergy with a status of "Confirmed" for "Medication A". (Allergy A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new 'Primary Care' note.
  3. Select the 'Document' tab and then navigate to the 'In-Office Administrations' section.
  4. Click [Add], search for and select "In-Office A" from the 'In-Office Administrations Search' field and click [Continue].
  5. Populate any required fields and click [Order].
  6. Access the Order Entry Console.
  7. Select the 'Home Medications' tab and uncheck the 'Reported' checkbox.
  8. Search for and select "Medication B" from the 'New Order' field.
  9. Fill in any required fields, click [Add to Scratchpad] and [Final Review].
  10. If an 'Interaction' dialog appears, override all interactions and click [Save Override and Exit].
  11. Select "None" in the 'Output' field and click [Sign].
  12. Validate the 'Order grid' contains the new order for "Medication B".
  13. Navigate to the 'Medical Note' and then to the 'Immunization' section.
  14. Click [Add] and then [Order Immunizations], select "Immunization A" from the 'Immunization Search' field and click [Continue].
  15. Validate an 'Alert' banner is displayed, surrounded by a red border, and that it states "Clinical Screening Alert".
  16. Click [Override Alert] and validate a 'Drug Interaction' dialog displays.
  17. Validate the 'Drug Interaction' dialog contains 'Drug-allergy interaction', 'Drug-drug interaction' and 'Therapeutic Class Duplication' alerts.
  18. Validate no checkbox defaults as "Checked".
  19. Check the 'Drug-allergy interaction' checkbox and select "Override Code A" from the 'Override Reason' field.
  20. Click [Save] and validate a green checkmark is displayed next to the Drug-allergy interaction.
  21. Check the 'Drug-drug interaction' checkbox and set the 'Notes' field to any value.
  22. Click [Save] and validate a green checkmark is displayed next to the Drug-drug interaction.
  23. Click [Close] Validate the 'Alert' banner is displayed, surrounded by a red border, and that it states "Clinical Screening Alert".
  24. Click [Override Alert] and validate the 'Drug Interaction' dialog displays.
  25. Check the 'Therapeutic Class Duplication' checkbox and select "Override Code B" from the 'Override Reason' field.
  26. Validate the 'Notes' field is required and set it to any value.
  27. Click [Save and Close].
  28. Validate an 'Alert' banner is displayed, surrounded by a yellow border, and that it states "Clinical Screening Alert".
  29. Fill in any required fields and click [Order].
  30. Validate "Immunization A" is listed in the 'Pending Immunizations' field and that an 'Alert' icon is shown to the right of the name.
  31. Hover over the 'Alert' icon and validate a tooltip displays stating "Click to view overrides".
  32. Click the 'Alert' icon and validate the 'Drug Interaction' dialog appears in read-only mode.
  33. Validate all information provided is accurate and click [Close].
Topics
• Medical Note
Update 19 Summary | Details
ProviderConnect Enterprise - 'Cal-OMS Admission'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Cal-OMS Admission
  • CareFabric Monitor
  • Registry Settings (PM)
Scenario 1: ProviderConnect Enterprise - Cal-OMS Admission - Validate the 'PutEhrAssessment' action
Specific Setup:
  • Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y"
  • The 'Managing Organization Definition' form must be defined for a valid managing organization
  • Avatar Cal-PM Registry Setting 'Enable LA County Reporting Requirements' may optionally be enabled (set to 'Y' or 'YC')
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A)
  • Client A's episode must be in a program that has "Yes" selected in the 'Substance Abuse Program (Cal-OMS)' field in the 'Program Maintenance' form
Steps
  1. Select "Client A" and access the 'Cal-OMS Admission' form.
  2. Select the desired episode in the Pre-Display and click [OK].
  3. Populate all required and desired fields - including values for one or more fields added to/present in form where Avatar Cal-PM Registry Setting 'Enable LA County Reporting Requirements' is enabled.
  4. Click [Submit].
  5. Access the 'ProviderConnect Enterprise Action Log'.
  6. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  7. Enter the desired times in the 'From Time' and 'Through Time' fields.
  8. Select the desired organization in the 'Managing Organization' field.
  9. Select "PutEhrAssessment" in the 'Action Name' field.
  10. Click [View Action Log].
  11. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  12. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'Cal-OMS Admission' form with a "Success" result.
  13. Close the report and the form.
ProviderConnect Enterprise - 'Cal-OMS Annual Update'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Cal-OMS Annual Update
  • CareFabric Monitor
  • Registry Settings (PM)
Scenario 1: ProviderConnect Enterprise - Cal-OMS Annual Update - Validate the 'PutEhrAssessment' action
Specific Setup:
  • Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y"
  • The 'Managing Organization Definition' form must be defined for a valid managing organization
  • Avatar Cal-PM Registry Setting 'Enable LA County Reporting Requirements' may optionally be enabled (set to 'Y' or 'YC')
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A)
  • Client A's episode must be in a program that has "Yes" selected in the 'Substance Abuse Program (Cal-OMS)' field in the 'Program Maintenance' form
  • Client A must have a 'Cal-OMS Admission' filed
Steps
  1. Select "Client A" and access the 'Cal-OMS Annual Update' form.
  2. Select the desired episode in the Pre-Display and click [OK].
  3. Populate all required and desired fields - including values for one or more fields added to/present in form where Avatar Cal-PM Registry Setting 'Enable LA County Reporting Requirements' is enabled.
  4. Click [Submit].
  5. Access the 'ProviderConnect Enterprise Action Log'.
  6. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  7. Enter the desired times in the 'From Time' and 'Through Time' fields.
  8. Select the desired organization in the 'Managing Organization' field.
  9. Select "PutEhrAssessment" in the 'Action Name' field.
  10. Click [View Action Log].
  11. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  12. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'Cal-OMS Annual Update' form with a "Success" result.
  13. Close the report and the form.
ProviderConnect Enterprise - 'Cal-OMS Discharge'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Cal-OMS Youth/Detox Discharge
  • CareFabric Monitor
  • Registry Settings (PM)
  • Cal-OMS Discharge
  • Cal-OMS Administrative Discharge
Scenario 1: ProviderConnect Enterprise - Cal-OMS Youth/Detox Discharge - Validate the 'PutEhrAssessment' action
Specific Setup:
  • Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y"
  • The 'Managing Organization Definition' form must be defined for a valid managing organization
  • Avatar Cal-PM Registry Setting 'Enable LA County Reporting Requirements' may optionally be enabled (set to 'Y' or 'YC')
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A)
  • Client A's episode must be in a program that has "Yes" selected in the 'Substance Abuse Program (Cal-OMS)' field in the 'Program Maintenance' form
  • Client A must be a youth and have a 'Cal-OMS Admission' filed
Steps
  1. Select "Client A" and access the 'Cal-OMS Youth/Detox Discharge' form.
  2. Select the desired episode in the Pre-Display and click [OK].
  3. Populate all required and desired fields - including values for one or more fields added to/present in form where Avatar Cal-PM Registry Setting 'Enable LA County Reporting Requirements' is enabled.
  4. Click [Submit].
  5. Access the 'ProviderConnect Enterprise Action Log'.
  6. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  7. Enter the desired times in the 'From Time' and 'Through Time' fields.
  8. Select the desired organization in the 'Managing Organization' field.
  9. Select "PutEhrAssessment" in the 'Action Name' field.
  10. Click [View Action Log].
  11. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  12. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'Cal-OMS Youth/Detox Discharge' form with a "Success" result.
  13. Close the report and the form.
Scenario 2: ProviderConnect Enterprise - Cal-OMS Discharge - Validate the 'PutEhrAssessment' action
Specific Setup:
  • Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y"
  • The 'Managing Organization Definition' form must be defined for a valid managing organization
  • Avatar Cal-PM Registry Setting 'Enable LA County Reporting Requirements' may optionally be enabled (set to 'Y' or 'YC')
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A)
  • Client A's episode must be in a program that has "Yes" selected in the 'Substance Abuse Program (Cal-OMS)' field in the 'Program Maintenance' form
  • Client A must have a 'Cal-OMS Admission' filed
Steps
  1. Select "Client A" and access the 'Cal-OMS Discharge' form.
  2. Select the desired episode in the Pre-Display and click [OK].
  3. Populate all required and desired fields - including values for one or more fields added to/present in form where Avatar Cal-PM Registry Setting 'Enable LA County Reporting Requirements' is enabled.
  4. Click [Submit].
  5. Access the 'ProviderConnect Enterprise Action Log'.
  6. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  7. Enter the desired times in the 'From Time' and 'Through Time' fields.
  8. Select the desired organization in the 'Managing Organization' field.
  9. Select "PutEhrAssessment" in the 'Action Name' field.
  10. Click [View Action Log].
  11. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  12. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'Cal-OMS Discharge' form with a "Success" result.
  13. Close the report and the form.
Scenario 3: ProviderConnect Enterprise - Cal-OMS Administrative Discharge - Validate the 'PutEhrAssessment' action
Specific Setup:
  • Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y"
  • The 'Managing Organization Definition' form must be defined for a valid managing organization
  • Avatar Cal-PM Registry Setting 'Enable LA County Reporting Requirements' may optionally be enabled (set to 'Y' or 'YC')
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A)
  • Client A's episode must be in a program that has "Yes" selected in the 'Substance Abuse Program (Cal-OMS)' field in the 'Program Maintenance' form
  • Client A must have a 'Cal-OMS Admission' filed
Steps
  1. Select "Client A" and access the 'Cal-OMS Administrative Discharge' form.
  2. Select the desired episode in the Pre-Display and click [OK].
  3. Populate all required and desired fields - including values for one or more fields added to/present in form where Avatar Cal-PM Registry Setting 'Enable LA County Reporting Requirements' is enabled.
  4. Click [Submit].
  5. Access the 'ProviderConnect Enterprise Action Log'.
  6. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  7. Enter the desired times in the 'From Time' and 'Through Time' fields.
  8. Select the desired organization in the 'Managing Organization' field.
  9. Select "PutEhrAssessment" in the 'Action Name' field.
  10. Click [View Action Log].
  11. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  12. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'Cal-OMS Administrative Discharge' form with a "Success" result.
  13. Close the report and the form.
Topics
• Cal-OMS • ProviderConnect Enterprise
Update 20 Summary | Details
Medical Note - Appointment Date
Scenario 1: Medical Note - Add Appointment from Scheduling Calendar, validate My Draft Notes() button return the right number count
Specific Setup:
  • Avatar CareFabric 2024 Update 20 and CarePOV.E&M Note 2.20.0 are needed in order to utilize full functionality.
  • Must be logged in as a user who is configured as a provider. (User A)
  • An outpatient program must exist. (Program A)
  • A client must have an active episode in "Program A", and have been admitted prior to January 22,2024. (Client A)
Steps
  1. Select "Client A", access the 'Medical Note' widget and take note of the count for 'Today's Appts/Notes' and 'My Draft Notes'.
  2. Navigate to the 'Scheduling Calendar' form.
  3. Right click inside the calendar and click [Add Appointment].
  4. Create a new appointment such that:
  5. 'Client' = "Client A".
  6. 'Appointment Status' = "Scheduled".
  7. 'Appointment Date' = "Today's Date".
  8. Complete any remaining required fields and click [Submit].
  9. Close out of the 'Scheduling Calendar' form and Navigate to the 'Medical Note' tab.
  10. Validate the counter for 'Today's Appts/Notes' and 'My Draft Notes' has increased by one.
  11. Navigate to the 'Scheduling Calendar' form.
  12. Create four new appointments for "Client A" such that:
  13. 'Appointment Date' = 3/06/2024.
  14. 'Appointment Date' = 2/01/2024.
  15. 'Appointment Date' = 1/22/2024.
  16. 'Appointment Date' = 3/11/2024.
  17. Close out of the 'Scheduling Calendar' form and Navigate to the 'Medical Note' tab.
  18. Validate the counter for 'Today's Appts/Notes' has remained the same and the counter for 'My Draft Notes' has increased by four.
  19. Click [Select Note] and validate all available notes are listed in chronological order.
  20. Click on [My Draft Notes] and validate all available notes are listed in chronological order.
  21. Launch the 'Scheduling Calendar' form.
  22. Right click [Add Appointment]
  23. Right click inside the calendar and click [Add Appointment].
  24. Create a new appointment such that:
  25. 'Client' = "Client A".
  26. 'Appointment Status' = "Scheduled".
  27. 'Appointment Date' = "a future date".
  28. Complete any remaining required fields and click [Submit].
  29. Navigate to Medical Note
  30. Validate the counter for 'Today's Appts/Notes' and 'My Draft Notes' has remained the same.
  31. Launch 'Scheduling Calendar' form.
  32. Right click on the appointment for today's date for "Client A" and click [Copy].
  33. Right Click on the 'Scheduling Calendar' grid for today's date and click [Paste Appointment].
  34. Validate a 'Warning-Same Day Existing Appointment(s)' message stating "Client "Client A" has the following appointment(s) scheduled" and click [OK].
  35. Close out of the 'Scheduling Calendar' form and Navigate to the 'Medical Note' tab.
  36. Validate the counter for 'Today's Appts/Notes' and 'My Draft Notes' has increased by one.
  37. Launch the 'Scheduling Calendar' form.
  38. Right click on one of the appointments for today's date and click [Delete].
  39. Validate a popup stating "Are you sure" appears and click [Yes].
  40. Close out of the 'Scheduling Calendar' form and Navigate to the 'Medical Note' tab.
  41. Validate the counter for 'Today's Appts/Notes' and 'My Draft Notes' has decreased by one.
  42. Click [Select Note] and validate there is no row for the deleted appointment date/time.
Scenario 2: Medical Note - Validate My Draft Notes() button returned the right number count
Specific Setup:
  • Avatar CareFabric 2024 Update 20 and CarePOV.E&M Note 2.20.0 are needed in order to utilize full functionality.
  • Must be logged in as a user who is configured as a provider. (User A)
  • An outpatient program must exist. (Program A)
  • A client must have an active episode in "Program A", and have been admitted more than 90 days ago. (Client A)
Steps
  1. Select "Client A" and access the 'Medical Note' widget.
  2. Take note of the [Today's Appts/Notes (X)] and [My Draft Notes (X] buttons.
  3. Click [Add Note] and create a new note for "Client A" such that:
  4. 'Date of Service/Note' = "Today's Date".
  5. 'Time of Service /Note' = "08:00 am".
  6. 'Duration' = "15".
  7. Complete any remaining required fields, click [Save] and [Refresh].
  8. Validate the counter for 'Today's Appts/Notes' and 'My Draft Notes' has increased by one.
  9. Click [My Draft Notes]
  10. Validate the 'Date of Service/Note' column contains a row with "Today's date" and the 'Service Time' column shows "08:00-08:15".
  11. Click [Add Note] and create a new note for "Client A" such that:
  12. 'Date of Service/Note' = "30 days ago".
  13. Complete any remaining required fields, click [Save] and [Refresh].
  14. Validate the counter for 'Today's Appts/Notes' has not changed but the counter for 'My Draft Notes' has increased by one.
  15. Click [Add Note] and create a new note for "Client A" such that:
  16. 'Date of Service/Note' = "60 days ago".
  17. Complete any remaining required fields, click [Save] and [Refresh].
  18. Validate the counter for 'Today's Appts/Notes' has not changed but the counter for 'My Draft Notes' has increased by one.
  19. Click [Add Note] and create a new note for "Client A" such that:
  20. 'Date of Service/Note' = ">90 days ago".
  21. Complete any remaining required fields, click [Save] and [Refresh].
  22. Validate the counter for 'Today's Appts/Notes' and 'My Draft Notes' has remained the same.
  23. Click [Select Note].
  24. Validate the 'Date of Service/Note' column contains a row for all notes added except for the note created with a 'Date of Service/Note' greater than 90 days in the past.
  25. Validate all appointments appear in Chronological order
  26. Click [My Draft Notes]
  27. Validate the 'Date of Service/Note' column contains a row for all notes added except for the note created with a 'Date of Service/Note' greater than 90 days in the past.
  28. Validate appointment appears in Chronological order
  29. Navigate to the 'Scheduling Calendar' form.
  30. Validate all 4 newly created appointments were added to the calendar.
Medical Note - Non-Provider Documentation
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Form - Duplicate Service
  • Facesheet.Lab Results
  • Facesheet.Vitals
  • Confirm Document
  • Client Ledger
  • Facesheet.Lab Results.Results Pending Review
  • Facesheet. Send To Do
  • TO DO'S
  • Document.Mental Status Exam
  • Document.Procedures
  • Medical Note
Scenario 1: Medical Note - Nurse - Full Work flow
Specific Setup:
  • Avatar CareFabric 2024 Update 20 and CarePOV.E&M Note 2.20.0 are needed in order to utilize full functionality.
  • The ‘(37) CPT Code Recommendation’ extended attribute must be set to “No” in the Other Tabled Files ‘(31) Group Code’ dictionary for “Psychiatric Evaluation”. (Group Code A)
  • Please log out of the application and log back in after completing the above configuration.
  • A service code (Service Code A) must be configured in the 'Service Codes' form such that;
  1. 'Is This Service A Visit' field = "Yes".
  2. 'Service Code Type' field = "Evaluation Management".
  3. 'Group Code' field = "Group Code A".
  • An outpatient program must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
  • Must be logged in as a user who is configured as a nurse. (User A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note].
  3. Create a 'Psychiatry' note such that;
  4. 'Provider' field = "User A".
  5. 'Service Code' field = "Service Code A".
  6. Fill out all required fields and click [Save].
  7. Select the 'Facesheet' tab.
  8. Click the 'Lab Results' section.
  9. Click 'Add/Edit Point of Care Results' field.
  10. Set a value for any lab result and click [Save].
  11. Validate the lab is displayed in the 'Results Pending Review' grid.
  12. Set the 'Start Date' to a date two days from now.
  13. Set the 'End Date' to a date ten days from now.
  14. Click the 'Search' field.
  15. Validate "No Lab Results" is displayed in the 'Results Pending Review' grid.
  16. Click the '7 days' field and the 'Search' field.
  17. Validate the lab is displayed in the 'Results Pending Review' grid.
  18. Navigate to the 'Vitals' section and click [Add].
  19. Validate the 'Date Taken' field is set to "Today's Date" and the 'Refused Vitals' field is set to "No".
  20. Complete any desired fields in the 'Vitals' section and click [Save].
  21. Click [Pull to Note], check the 'Select All' checkbox and click [Save].
  22. Select the ‘Document’ tab.
  23. Validate the 'Chief Complaint' and 'HPI' sections are not required and complete the sections.
  24. Select the ‘Finalize’ tab.
  25. Populate all required fields and click [Generate Note].
  26. Validate the ‘Note Summary’ is displayed and contains the appropriate information:
  27. The populated sections of the 'Facesheet' tab that were pulled into the note. (Vitals)
  28. The not required and populated sections of the 'Document' tab. (Chief Complaint and HPI)
  29. Click [Sign Off] validate the Document is displayed and click [Accept], set the ‘Password’ field to the appropriate value and click [Verify].
Scenario 2: Medical Note - Create Note By Another Provider Setting Nurse As Provider
Specific Setup:
  • Avatar CareFabric 2024 Update 20 and CarePOV.E&M Note 2.20.0 are needed in order to utilize full functionality.
  • The ‘(37) CPT Code Recommendation’ extended attribute must be set to “No” in the Other Tabled Files ‘(31) Group Code’ dictionary for “Psychiatric Evaluation”. (Group Code A)
  • Please log out of the application and log back in after completing the above configuration.
  • A service code (Service Code A) must be configured in the 'Service Codes' form such that;
  1. 'Is This Service A Visit' field = "Yes".
  2. 'Service Code Type' field = "Evaluation Management".
  3. 'Group Code' field = "Group Code A".
  • An outpatient program must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
  • Two Users must exist. (User A)(User B)
  • "User A" who is configured as a provider.
  • "User B" who is configured as a nurse.
Steps
  1. Log into the application as "User A".
  2. Search for and select "Client A" and navigate to the 'Medical Note'.
  3. Click [Add Note].
  4. Create a 'Psychiatry' note such that;
  5. 'Provider' field = "User A".
  6. 'Service Code' field = "Service Code A".
  7. Fill out any remaining required fields and click [Save].
  8. Click [Add Note].
  9. Create a 'Psychiatry' note such that;
  10. 'Provider' field = "User B".
  11. 'Service Code' field = "Service Code A".
  12. Fill out any remaining required fields and click [Save].
  13. Click [Send To Do].
  14. Set "User B" in the 'To-Do Recipient'.
  15. Set the 'Notes' field to any value and click [Send].
  16. Log out of the application and log back in as "User B".
  17. Access the 'My To Do's' widget.
  18. Select "Client A" from the 'Additional ToDos' list and click [Review To Do Item].
  19. Click [Select Note].
  20. Validate the note with "User A" as the provider is displayed without a [Delete] option.
  21. Validate the note with "User B" as the provider is displayed including a [Delete] option.
  22. Refresh 'Medical Note' and click ['Today's Appts/Notes'].
  23. Search for and select "User A" in the 'Providers' field.
  24. Validate the note with "User A" as the provider is displayed without a [Delete] option.
  25. Validate the note with "User B" as the provider is displayed including a [Delete] option.
  26. Click [My Draft Notes].
  27. Validate the note with "User B" as the provider is displayed including a [Delete] and [Edit] option.
  28. Click [Edit].
  29. Select the ‘Document’ tab.
  30. Validate the 'Chief Complaint', 'HPI' and 'Mental Status Exam' sections are not required and complete the sections.
  31. Select the ‘Finalize’ tab.
  32. Populate all required fields and click [Generate Note].
  33. Validate the ‘Note Summary’ is displayed and contains the appropriate information:
  34. The not required and populated sections of the 'Document' tab. (Chief Complaint, HPI and Mental Status Exam)
  35. Click [Sign Off] validate the Document is displayed and click [Accept], set the ‘Password’ field to the appropriate value and click [Verify].
Scenario 3: Medical Note - Nurse - Primary Care - Full Work Flow
Specific Setup:
  • Avatar CareFabric 2024 Update 20 and CarePOV.E&M Note 2.20.0 are needed in order to utilize full functionality.
  • The ‘(37) CPT Code Recommendation’ extended attribute must be set to “No” in the Other Tabled Files ‘(31) Group Code’ dictionary for “Psychiatric Evaluation”. (Group Code A)
  • Please log out of the application and log back in after completing the above configuration.
  • A service code (Service Code A) must be configured in the 'Service Codes' form such that;
  1. 'Is This Service A Visit' field = "Yes".
  2. 'Service Code Type' field = "Evaluation Management".
  3. 'Group Code' field = "Group Code A".
  • An outpatient program configured as a 'Primary Care' program in the 'Program Maintenance' form must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
  • Must be logged in as a user who is configured as a nurse. (User A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note].
  3. Create a 'Primary Care' note such that;
  4. 'Provider' field = "User A".
  5. 'Service Code' field = "Service Code A".
  6. Fill out all required fields and click [Save].
  7. Select the ‘Document’ tab.
  8. Validate the 'Chief Complaint', 'HPI' and 'Physical Exam' sections are not required and complete the sections.
  9. Select the ‘Finalize’ tab.
  10. Populate all required fields and click [Generate Note].
  11. Validate the ‘Note Summary’ is displayed and contains the appropriate information:
  12. The not required and populated sections of the 'Document' tab. (Chief Complaint, HPI and Physical Exam)
  13. Click [Sign Off] validate the Document is displayed and click [Accept], set the ‘Password’ field to the appropriate value and click [Verify].
Scenario 4: Medical Note - Nurse Completing Procedure From Different Providers Finalized Note
Specific Setup:
  • Avatar CareFabric 2024 Update 20 and CarePOV.E&M Note 2.20.0 are needed in order to utilize full functionality.
  • A procedure-type service code must be configured in the 'Service Codes' form. (Medication A)
  • The ‘(37) CPT Code Recommendation’ extended attribute must be set to “No” in the Other Tabled Files ‘(31) Group Code’ dictionary for “Psychiatric Evaluation”. (Group Code A)
  • Please log out of the application and log back in after completing the above configuration.
  • A service code (Service Code A) must be configured in the 'Service Codes' form such that;
  1. 'Is This Service A Visit' field = "Yes".
  2. 'Service Code Type' field = "Evaluation Management".
  3. 'Group Code' field = "Group Code A".
  • An outpatient program must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
  • Two Users must exist. (User A)(User B)
  • "User A" who is configured as a provider.
  • "User B" who is configured as a nurse.
Steps
  1. Log into the application as "User A".
  2. Search for and select "Client A" and navigate to the 'Medical Note' tab.
  3. Click [Add Note].
  4. Create a 'Psychiatry' note such that;
  5. 'Provider' field = "User A".
  6. 'Service Code' field = "Service Code A".
  7. Fill out any remaining required fields and click [Save].
  8. Select the 'Document' tab and then navigate to the 'Procedure' section.
  9. Click [Add] and select "Medication A" from the 'Procedure Search' field.
  10. Select ‘Diagnosis’ and enter a diagnosis.
  11. Click the 'Active' field.
  12. Click the 'Routine' field.
  13. Populate all remaining required fields and click [Save].
  14. Validate the 'Current Procedures' field contains a row for "Medication A".
  15. Populate all required sections in the 'Document' tab.
  16. Select the ‘Finalize’ tab.
  17. Populate all required fields and click [Generate Note].
  18. Validate the ‘Note Summary’ is displayed and contains the appropriate information and click [Sign Off].
  19. Validate the Document is displayed and click [Accept], set the ‘Password’ field to the appropriate value and click [Verify].
  20. Log out of the application and log back in as "User B".
  21. Search for and select "Client A" and navigate to the 'Medical Note'.
  22. Click [Add Note].
  23. Create a 'Psychiatry' note such that;
  24. 'Provider' field = "User B".
  25. 'Service Code' field = "Service Code A".
  26. Select the 'Document' tab and then navigate to the 'Procedure' section.
  27. Validate the 'Diagnosis' section is not required.
  28. Validate the 'MDM' section does not exist.
  29. Validate the 'Current Procedures' field contains a row for "Medication A".
  30. Click [Complete] and [Save].
  31. Validate the 'Current Procedures' field contains a row for "Medication A" marked as complete.
Medical Note - Draft Count
Scenario 1: Medical Note - Add Appointment from Scheduling Calendar, validate My Draft Notes() button return the right number count
Specific Setup:
  • Avatar CareFabric 2024 Update 20 and CarePOV.E&M Note 2.20.0 are needed in order to utilize full functionality.
  • Must be logged in as a user who is configured as a provider. (User A)
  • An outpatient program must exist. (Program A)
  • A client must have an active episode in "Program A", and have been admitted prior to January 22,2024. (Client A)
Steps
  1. Select "Client A", access the 'Medical Note' widget and take note of the count for 'Today's Appts/Notes' and 'My Draft Notes'.
  2. Navigate to the 'Scheduling Calendar' form.
  3. Right click inside the calendar and click [Add Appointment].
  4. Create a new appointment such that:
  5. 'Client' = "Client A".
  6. 'Appointment Status' = "Scheduled".
  7. 'Appointment Date' = "Today's Date".
  8. Complete any remaining required fields and click [Submit].
  9. Close out of the 'Scheduling Calendar' form and Navigate to the 'Medical Note' tab.
  10. Validate the counter for 'Today's Appts/Notes' and 'My Draft Notes' has increased by one.
  11. Navigate to the 'Scheduling Calendar' form.
  12. Create four new appointments for "Client A" such that:
  13. 'Appointment Date' = 3/06/2024.
  14. 'Appointment Date' = 2/01/2024.
  15. 'Appointment Date' = 1/22/2024.
  16. 'Appointment Date' = 3/11/2024.
  17. Close out of the 'Scheduling Calendar' form and Navigate to the 'Medical Note' tab.
  18. Validate the counter for 'Today's Appts/Notes' has remained the same and the counter for 'My Draft Notes' has increased by four.
  19. Click [Select Note] and validate all available notes are listed in chronological order.
  20. Click on [My Draft Notes] and validate all available notes are listed in chronological order.
  21. Launch the 'Scheduling Calendar' form.
  22. Right click [Add Appointment]
  23. Right click inside the calendar and click [Add Appointment].
  24. Create a new appointment such that:
  25. 'Client' = "Client A".
  26. 'Appointment Status' = "Scheduled".
  27. 'Appointment Date' = "a future date".
  28. Complete any remaining required fields and click [Submit].
  29. Navigate to Medical Note
  30. Validate the counter for 'Today's Appts/Notes' and 'My Draft Notes' has remained the same.
  31. Launch 'Scheduling Calendar' form.
  32. Right click on the appointment for today's date for "Client A" and click [Copy].
  33. Right Click on the 'Scheduling Calendar' grid for today's date and click [Paste Appointment].
  34. Validate a 'Warning-Same Day Existing Appointment(s)' message stating "Client "Client A" has the following appointment(s) scheduled" and click [OK].
  35. Close out of the 'Scheduling Calendar' form and Navigate to the 'Medical Note' tab.
  36. Validate the counter for 'Today's Appts/Notes' and 'My Draft Notes' has increased by one.
  37. Launch the 'Scheduling Calendar' form.
  38. Right click on one of the appointments for today's date and click [Delete].
  39. Validate a popup stating "Are you sure" appears and click [Yes].
  40. Close out of the 'Scheduling Calendar' form and Navigate to the 'Medical Note' tab.
  41. Validate the counter for 'Today's Appts/Notes' and 'My Draft Notes' has decreased by one.
  42. Click [Select Note] and validate there is no row for the deleted appointment date/time.
Scenario 2: Medical Note - Validate My Draft Notes() button returned the right number count
Specific Setup:
  • Avatar CareFabric 2024 Update 20 and CarePOV.E&M Note 2.20.0 are needed in order to utilize full functionality.
  • Must be logged in as a user who is configured as a provider. (User A)
  • An outpatient program must exist. (Program A)
  • A client must have an active episode in "Program A", and have been admitted more than 90 days ago. (Client A)
Steps
  1. Select "Client A" and access the 'Medical Note' widget.
  2. Take note of the [Today's Appts/Notes (X)] and [My Draft Notes (X] buttons.
  3. Click [Add Note] and create a new note for "Client A" such that:
  4. 'Date of Service/Note' = "Today's Date".
  5. 'Time of Service /Note' = "08:00 am".
  6. 'Duration' = "15".
  7. Complete any remaining required fields, click [Save] and [Refresh].
  8. Validate the counter for 'Today's Appts/Notes' and 'My Draft Notes' has increased by one.
  9. Click [My Draft Notes]
  10. Validate the 'Date of Service/Note' column contains a row with "Today's date" and the 'Service Time' column shows "08:00-08:15".
  11. Click [Add Note] and create a new note for "Client A" such that:
  12. 'Date of Service/Note' = "30 days ago".
  13. Complete any remaining required fields, click [Save] and [Refresh].
  14. Validate the counter for 'Today's Appts/Notes' has not changed but the counter for 'My Draft Notes' has increased by one.
  15. Click [Add Note] and create a new note for "Client A" such that:
  16. 'Date of Service/Note' = "60 days ago".
  17. Complete any remaining required fields, click [Save] and [Refresh].
  18. Validate the counter for 'Today's Appts/Notes' has not changed but the counter for 'My Draft Notes' has increased by one.
  19. Click [Add Note] and create a new note for "Client A" such that:
  20. 'Date of Service/Note' = ">90 days ago".
  21. Complete any remaining required fields, click [Save] and [Refresh].
  22. Validate the counter for 'Today's Appts/Notes' and 'My Draft Notes' has remained the same.
  23. Click [Select Note].
  24. Validate the 'Date of Service/Note' column contains a row for all notes added except for the note created with a 'Date of Service/Note' greater than 90 days in the past.
  25. Validate all appointments appear in Chronological order
  26. Click [My Draft Notes]
  27. Validate the 'Date of Service/Note' column contains a row for all notes added except for the note created with a 'Date of Service/Note' greater than 90 days in the past.
  28. Validate appointment appears in Chronological order
  29. Navigate to the 'Scheduling Calendar' form.
  30. Validate all 4 newly created appointments were added to the calendar.
Topics
• Medical Note • NX
Update 21 Summary | Details
ProviderConnect Enterprise - 'Admission' data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Update Client Data
  • CareFabric Monitor
Scenario 1: ProviderConnect Enterprise- Validate the 'PutProgramAdmission' action
Specific Setup:
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be configured for a valid managing organization.
  • A client must exist in the configured managing organization's system with the following on file: 'Date of Birth' and 'Social Security Number' (Client A).
  • A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).
Steps
  1. Access the 'Admission' form.
  2. Verify the 'Select Client' dialog is displayed.
  3. Enter the last name of the client that exists in the managing organization's system in the 'Last Name' field.
  4. Enter the first name of the client that exists in the managing organization's system in the 'First Name' field.
  5. Enter the sex of the client that exists in the managing organization's system in the 'Sex' field.
  6. Click [Search].
  7. Validate a "Search Results" message is displayed stating: No matches found.
  8. Click [OK] and [New Client].
  9. Validate a "Client" message is displayed stating: Auto Assign Next ID Number?
  10. Click [Yes].
  11. Enter the desired date in the 'Preadmit/Admission Date' field.
  12. Enter the desired time in the 'Preadmit/Admission Time' field.
  13. Select any program that is selected in the 'Associated Admission Programs' field in the 'Managing Organization Definition' form in the 'Program' field.
  14. Select the desired value in the 'Type Of Admission' field.
  15. Select desired value in the 'Source Of Admission' field.
  16. Enter "Practitioner A" in the 'Admitting Practitioner' field.
  17. Enter "Practitioner A" in the 'Attending Practitioner' field.
  18. Select the "Other Client Data" section.
  19. Select "Yes" in the 'Informed of Smoking Policy' field.
  20. Select the "ProviderConnect Enterprise Identifiers" section.
  21. Click [Add New Item].
  22. Select the defined managing organization in the 'External Organization' field.
  23. Click [Search].
  24. Select the matching client record in the 'Select Matching Client Record' dialog.
  25. Click [OK].
  26. Validate the 'External ID' field contains the client ID for the client in the managing organization's system.
  27. Click [Update Demographics].
  28. Validate an "Information" message is displayed stating: Client Demographics Information Updated.
  29. Click [OK].
  30. Select the "Admission" section.
  31. Validate the 'Date of Birth' field contains the value on file in the managing organization's system.
  32. Validate the 'Social Security Number' field contains the value on file in the managing organization's system.
  33. Click [Submit].
  34. Access the 'ProviderConnect Enterprise Action Log'.
  35. Enter the desired date in the 'From Date' and 'Through Date' fields.
  36. Enter the desired time in the 'From Time' and 'Through Time' fields.
  37. Select the desired organization in the 'Managing Organization' field.
  38. Select "PutProgramAdmission" in the 'Action Name' field.
  39. Click [View Action Log].
  40. Verify the 'ProviderConnect Enterprise Action Log' Report is displayed.
  41. Validate the 'ProviderConnect Enterprise Action Log' Report contains a row for the 'PutProgramAdmission' action that was triggered from the 'Admission' form with a result of "Success".
  42. Close the report and the form.
Scenario 2: ProviderConnect Enterprise- Validate the 'PutProgramAdmission' action
Specific Setup:
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be configured for a valid managing organization.
  • A client must exist in the configured managing organization's system with the following on file: 'Date of Birth' and 'Social Security Number' (Client A).
  • A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).
Steps
  1. Access the 'Admission' form.
  2. Verify the 'Select Client' dialog is displayed.
  3. Enter the last name of the client that exists in the managing organization's system in the 'Last Name' field.
  4. Enter the first name of the client that exists in the managing organization's system in the 'First Name' field.
  5. Enter the sex of the client that exists in the managing organization's system in the 'Sex' field.
  6. Click [Search].
  7. Validate a "Search Results" message is displayed stating: No matches found.
  8. Click [OK] and [New Client].
  9. Validate a "Client" message is displayed stating: Auto Assign Next ID Number?
  10. Click [Yes].
  11. Enter the desired date in the 'Preadmit/Admission Date' field.
  12. Enter the desired time in the 'Preadmit/Admission Time' field.
  13. Select any program that is selected in the 'Associated Admission Programs' field in the 'Managing Organization Definition' form in the 'Program' field.
  14. Select the desired value in the 'Type Of Admission' field.
  15. Select desired value in the 'Source Of Admission' field.
  16. Enter "Practitioner A" in the 'Admitting Practitioner' field.
  17. Enter "Practitioner A" in the 'Attending Practitioner' field.
  18. Select the "Other Client Data" section.
  19. Select "Yes" in the 'Informed of Smoking Policy' field.
  20. Select the "ProviderConnect Enterprise Identifiers" section.
  21. Click [Add New Item].
  22. Select the defined managing organization in the 'External Organization' field.
  23. Click [Search].
  24. Select the matching client record in the 'Select Matching Client Record' dialog.
  25. Click [OK].
  26. Validate the 'External ID' field contains the client ID for the client in the managing organization's system.
  27. Click [Update Demographics].
  28. Validate an "Information" message is displayed stating: Client Demographics Information Updated.
  29. Click [OK].
  30. Select the "Admission" section.
  31. Validate the 'Date of Birth' field contains the value on file in the managing organization's system.
  32. Validate the 'Social Security Number' field contains the value on file in the managing organization's system.
  33. Click [Submit].
  34. Access the 'ProviderConnect Enterprise Action Log'.
  35. Enter the desired date in the 'From Date' and 'Through Date' fields.
  36. Enter the desired time in the 'From Time' and 'Through Time' fields.
  37. Select the desired organization in the 'Managing Organization' field.
  38. Select "PutProgramAdmission" in the 'Action Name' field.
  39. Click [View Action Log].
  40. Verify the 'ProviderConnect Enterprise Action Log' Report is displayed.
  41. Validate the 'ProviderConnect Enterprise Action Log' Report contains a row for the 'PutProgramAdmission' action that was triggered from the 'Admission' form with a result of "Success".
  42. Close the report and the form.
Scenario 3: ProviderConnect Enterprise- Validate the 'PutProgramAdmission' action
Specific Setup:
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be configured for a valid managing organization.
  • A client must exist in the configured managing organization's system with the following on file: 'Date of Birth' and 'Social Security Number' (Client A).
  • A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).
Steps
  1. Access the 'Admission' form.
  2. Verify the 'Select Client' dialog is displayed.
  3. Enter the last name of the client that exists in the managing organization's system in the 'Last Name' field.
  4. Enter the first name of the client that exists in the managing organization's system in the 'First Name' field.
  5. Enter the sex of the client that exists in the managing organization's system in the 'Sex' field.
  6. Click [Search].
  7. Validate a "Search Results" message is displayed stating: No matches found.
  8. Click [OK] and [New Client].
  9. Validate a "Client" message is displayed stating: Auto Assign Next ID Number?
  10. Click [Yes].
  11. Enter the desired date in the 'Preadmit/Admission Date' field.
  12. Enter the desired time in the 'Preadmit/Admission Time' field.
  13. Select any program that is selected in the 'Associated Admission Programs' field in the 'Managing Organization Definition' form in the 'Program' field.
  14. Select the desired value in the 'Type Of Admission' field.
  15. Select desired value in the 'Source Of Admission' field.
  16. Enter "Practitioner A" in the 'Admitting Practitioner' field.
  17. Enter "Practitioner A" in the 'Attending Practitioner' field.
  18. Select the "Other Client Data" section.
  19. Select "Yes" in the 'Informed of Smoking Policy' field.
  20. Select the "ProviderConnect Enterprise Identifiers" section.
  21. Click [Add New Item].
  22. Select the defined managing organization in the 'External Organization' field.
  23. Click [Search].
  24. Select the matching client record in the 'Select Matching Client Record' dialog.
  25. Click [OK].
  26. Validate the 'External ID' field contains the client ID for the client in the managing organization's system.
  27. Click [Update Demographics].
  28. Validate an "Information" message is displayed stating: Client Demographics Information Updated.
  29. Click [OK].
  30. Select the "Admission" section.
  31. Validate the 'Date of Birth' field contains the value on file in the managing organization's system.
  32. Validate the 'Social Security Number' field contains the value on file in the managing organization's system.
  33. Click [Submit].
  34. Access the 'ProviderConnect Enterprise Action Log'.
  35. Enter the desired date in the 'From Date' and 'Through Date' fields.
  36. Enter the desired time in the 'From Time' and 'Through Time' fields.
  37. Select the desired organization in the 'Managing Organization' field.
  38. Select "PutProgramAdmission" in the 'Action Name' field.
  39. Click [View Action Log].
  40. Verify the 'ProviderConnect Enterprise Action Log' Report is displayed.
  41. Validate the 'ProviderConnect Enterprise Action Log' Report contains a row for the 'PutProgramAdmission' action that was triggered from the 'Admission' form with a result of "Success".
  42. Close the report and the form.
ProviderConnect Enterprise - 'Client Demographic' data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Update Client Data
  • CareFabric Monitor
  • Postman
Scenario 1: ProviderConnect Enterprise- Validate the 'PutClient' action
Specific Setup:
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be defined for a valid managing organization.
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).
  • The 'Client Demographics - Additional Fields' registry setting must be set to include "Multi-Select Race".
Steps
  1. Select "Client A" and access the 'Update Client Data' form.
  2. Update any desired fields.
  3. Select the desired value in the 'Client Race' field.
  4. Select the desired value in the 'Occupation' field.
  5. Enter the desired name in the 'Preferred Name' field.
  6. Select the desired value in the 'Gender Identity' field.
  7. Select "Yes" in the 'Veteran' field.
  8. Select the desired value in the 'Sexual Orientation' field.
  9. Select the desired value in the 'Gender Identity' field.
  10. Select the desired value in the 'Other Race(s)'.
  11. Click [Submit].
  12. Access the 'ProviderConnect Enterprise Action Log'.
  13. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  14. Enter the desired times in the 'From Time' and 'Through Time' fields.
  15. Select the desired organization in the 'Managing Organization' field.
  16. Select "PutClient" in the 'Action Name' field.
  17. Click [View Action Log].
  18. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  19. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutClient' action that was triggered from the 'Update Client Data' form with a "Success" result.
  20. Close the report and the form.
ProviderConnect Enterprise - 'Financial Eligibility' data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Postman
  • Update Client Data
  • Admission
  • Financial Eligibility
Scenario 1: ProviderConnect Enterprise - Validate sending Financial Eligibility data via the 'PutFhirInsurancePolicy' action
Specific Setup:
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be defined for a valid managing organization. Guarantors/Payors must be selected in the 'Associated Guarantor/Payor' field, including a "Medi-Cal" guarantor (Guarantor A).
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).
Steps
  1. Select "Client A" and access the 'Financial Eligibility' form.
  2. Select the episode mapped to the managing organization in the Episode Pre-Display.
  3. Click [OK].
  4. Select the "Guarantor Selection" tab.
  5. Click [Add New Item].
  6. Select "Guarantor A" in the 'Guarantor #' field.
  7. Select "(Non-Contract) Medi-Cal" in the 'Guarantor Plan' field.
  8. Select the desired value in the 'Customize Guarantor Plan' field.
  9. Enter the desired date in the 'Effective Date Of Contract' field.
  10. Select "Self" in the 'Client's Relationship To Subscriber' field.
  11. Enter the desired value in the 'Subscriber's Address - Street Line 1' field.
  12. Enter the desired value in the 'Subscriber's Address - Zip' field.
  13. Enter the desired value in the 'Subscriber's Address - City' field.
  14. Enter the desired value in the 'Subscriber's Address - State' field.
  15. Enter the desired value in the 'Subscriber's Social Security #' field.
  16. Select the desired value in the 'Eligibility Verified' field.
  17. Enter the desired date in the 'Coverage Effective Date' field.
  18. Enter the desired date in the 'Coverage Expiration Date' field.
  19. Enter the desired value in the 'Subscriber's Birth Date' field.
  20. Enter the desired value in the 'Subscriber's Client Index Number' field.
  21. Select the desired value in the 'Subscriber's Assignment of Benefits' field.
  22. Select the desired value in the 'Subscriber's Release Of Info' field.
  23. Enter the desired date in the 'Effective Date Of Medi-Cal Eligibility' field.
  24. Select the desired value in the 'Eligibility Code' field.
  25. Select the desired value in the 'Aid Code' field.
  26. Select the "Financial Eligibility" tab.
  27. Select "Guarantor A" in the 'Guarantor #1' field.
  28. Click [Submit].
  29. Access the 'ProviderConnect Enterprise Action Log' form.
  30. Enter the desired date in the 'From Date' and 'Through Date' fields.
  31. Enter the desired time in the 'From Time' and 'Through Time' fields.
  32. Select the desired organization in the 'Managing Organization' field.
  33. Select "PutFhirInsurancePolicy" in the 'Action Name' field.
  34. Click [View Action Log].
  35. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  36. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutFhirInsurancePolicy' action that was triggered from the 'Financial Eligibility' form with a "Success" result.
  37. Close the report and the form.
Scenario 2: ProviderConnect Enterprise - Validate sending Financial Eligibility data via the 'PutFhirInsurancePolicy' action
Specific Setup:
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be defined for a valid managing organization. Guarantors/Payors must be selected in the 'Associated Guarantor/Payor' field, including a "Medi-Cal" guarantor (Guarantor A).
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).
Steps
  1. Select "Client A" and access the 'Financial Eligibility' form.
  2. Select the episode mapped to the managing organization in the Episode Pre-Display.
  3. Click [OK].
  4. Select the "Guarantor Selection" tab.
  5. Click [Add New Item].
  6. Select "Guarantor A" in the 'Guarantor #' field.
  7. Select "(Non-Contract) Medi-Cal" in the 'Guarantor Plan' field.
  8. Select the desired value in the 'Customize Guarantor Plan' field.
  9. Enter the desired date in the 'Effective Date Of Contract' field.
  10. Select "Self" in the 'Client's Relationship To Subscriber' field.
  11. Enter the desired value in the 'Subscriber's Address - Street Line 1' field.
  12. Enter the desired value in the 'Subscriber's Address - Zip' field.
  13. Enter the desired value in the 'Subscriber's Address - City' field.
  14. Enter the desired value in the 'Subscriber's Address - State' field.
  15. Enter the desired value in the 'Subscriber's Social Security #' field.
  16. Select the desired value in the 'Eligibility Verified' field.
  17. Enter the desired date in the 'Coverage Effective Date' field.
  18. Enter the desired date in the 'Coverage Expiration Date' field.
  19. Enter the desired value in the 'Subscriber's Birth Date' field.
  20. Enter the desired value in the 'Subscriber's Client Index Number' field.
  21. Select the desired value in the 'Subscriber's Assignment of Benefits' field.
  22. Select the desired value in the 'Subscriber's Release Of Info' field.
  23. Enter the desired date in the 'Effective Date Of Medi-Cal Eligibility' field.
  24. Select the desired value in the 'Eligibility Code' field.
  25. Select the desired value in the 'Aid Code' field.
  26. Select the "Financial Eligibility" tab.
  27. Select "Guarantor A" in the 'Guarantor #1' field.
  28. Click [Submit].
  29. Access the 'ProviderConnect Enterprise Action Log' form.
  30. Enter the desired date in the 'From Date' and 'Through Date' fields.
  31. Enter the desired time in the 'From Time' and 'Through Time' fields.
  32. Select the desired organization in the 'Managing Organization' field.
  33. Select "PutFhirInsurancePolicy" in the 'Action Name' field.
  34. Click [View Action Log].
  35. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  36. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutFhirInsurancePolicy' action that was triggered from the 'Financial Eligibility' form with a "Success" result.
  37. Close the report and the form.
Topics
• Admission • ProviderConnect Enterprise • Update Client Data • Financial Eligibility
Update 26 Summary | Details
Avatar CareFabric - Voided Progress Notes and Vital Signs
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Vitals Entry
  • CareFabric Monitor
  • Progress Notes (Group and Individual)
  • Void Progress Notes
Scenario 1: 'Void Progress Notes' form - void a progress note and validate the 'ProgressNoteDeleted' payload
Specific Setup:
  • A client is enrolled in an existing episode and has a progress note on file (Client A).
Steps
  1. Access the 'Void Progress Notes' form.
  2. Select "Client A" in the 'Client ID' field.
  3. Select the desired episode in the 'Episode Number' field.
  4. Enter the desired dates in the 'Start Date' and 'End Date' fields.
  5. Click [Select Note To Void].
  6. Select the desired note in the 'Select Note To Void' field and click [OK].
  7. Select the desired value in the 'Reason For Voiding The Note' field.
  8. Enter the desired value in the 'Comments' field.
  9. Submit the form.
  10. Access the 'CareFabric Monitor' form.
  11. Enter the current date in the 'From Date' and 'Through Date' field.
  12. Select "Client A" in the 'Client ID' field.
  13. Click [View Activity Log].
  14. Validate the 'CareFabric Monitor' report is displayed with a "ProgressNoteDeleted" record.
  15. Click [Click To View Record].
  16. Validate the 'voidedByStaffMemberID' - 'humanReadableValue' field contains the user who voided the note.
  17. Validate the 'voidedByStaffMemberID' - 'id' field contains the user ID who voided the note.
  18. Validate the 'voidedDate' field contains the current date.
  19. Close the report and the form.
Scenario 2: Vitals Entry - Validate the ability to void Vital Signs
Specific Setup:
  • The 'Avatar CWS->CWS Utilities->Set System Defaults->Vitals Entry->->Vitals Entry Restrictions' registry setting must be set to "N".
  • At least one dictionary code must exist in the CWS '(14112) Void Reason' dictionary.
  • A client must have an active episode and no vitals on file (Client A).
Steps
  1. Select “Client A” and access the ‘Vitals Entry’ form.
  2. Select "Add" in the 'Update Vital Sign' field.
  3. Enter the desired date in the 'Date' field.
  4. Enter the desired time in the 'Time' field.
  5. Enter the desired value in the 'Height' field.
  6. Enter the desired value in the 'Weight' field.
  7. Validate the 'BMI' is populated based on the height/weight filed.
  8. Populate all desired fields.
  9. Click [Submit] and [No] to exit the form.
  10. Double click on "Client A" to access the Chart View.
  11. Validate the ‘Height, ‘Weight’, and ‘BMI’ fields in the Client Header display with the current data filed.
  12. Close the chart.
  13. Select “Client A” and access the ‘Vitals Entry’ form.
  14. Select "Void" in the 'Update Vital Sign' field.
  15. Click [Select Vital Sign].
  16. Select the previously filed vitals record and click [OK].
  17. Validate the previously filed data is displayed.
  18. Select the desired value in the ‘Void Reason’ field.
  19. Click [Submit] and [Yes] to return to form.
  20. Select "Edit" in the 'Update Vital Sign' field.
  21. Click [Select Vital Sign].
  22. Validate “*** VOIDED ***” displays in the Vitals Entry row and click [Cancel].
  23. Close the form.
  24. Double click on "Client A" to access the Chart View.
  25. Validate the ‘Height, ‘Weight’, and ‘BMI’ fields in the Client Header no longer display since the vitals have been voided.
  26. Close the chart.
  27. Access the 'CareFabric Monitor' form.
  28. Enter the current date in the 'From Date' and 'Through Date' field.
  29. Select "Client A" in the 'Client ID' field.
  30. Click [View Activity Log].
  31. Validate the 'CareFabric Monitor' report is displayed with a "VitalSignSetUpdated" record.
  32. Click [Click To View Record].
  33. Validate the 'voidedByStaffMemberID' - 'humanReadableValue' fields contains the user who voided the vitals.
  34. Validate the 'voidedByStaffMemberID' - 'id' fields contains the user ID who voided the vitals.
  35. Validate the 'voidedDate' fields contains the current date.
  36. Close the report and the form.
Topics
• Vitals • Progress Notes • CareFabric Monitor • Vitals Entry
Update 27 Summary | Details
Avatar CareFabric - 'SearchClientAuthorization' SDK action
Scenario 1: Validate the 'SearchClientAuthorization' SDK action
Steps
  • Internal testing only.
Topics
• CareFabric
Update 28 Summary | Details
ProviderConnect Enterprise - 'Women's Health History' data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Postman
  • Women's Health History
  • Dynamic Form - Pre-Display Confirmation
Scenario 1: ProviderConnect Enterprise- Validate the 'PutProgramAdmission' action
Specific Setup:
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be configured for a valid managing organization.
  • A client must exist in the configured managing organization's system with the following on file: 'Date of Birth' and 'Social Security Number' (Client A).
  • A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).
Steps
  1. Access the 'Admission' form.
  2. Verify the 'Select Client' dialog is displayed.
  3. Enter the last name of the client that exists in the managing organization's system in the 'Last Name' field.
  4. Enter the first name of the client that exists in the managing organization's system in the 'First Name' field.
  5. Enter the sex of the client that exists in the managing organization's system in the 'Sex' field.
  6. Click [Search].
  7. Validate a "Search Results" message is displayed stating: No matches found.
  8. Click [OK] and [New Client].
  9. Validate a "Client" message is displayed stating: Auto Assign Next ID Number?
  10. Click [Yes].
  11. Enter the desired date in the 'Preadmit/Admission Date' field.
  12. Enter the desired time in the 'Preadmit/Admission Time' field.
  13. Select any program that is selected in the 'Associated Admission Programs' field in the 'Managing Organization Definition' form in the 'Program' field.
  14. Select the desired value in the 'Type Of Admission' field.
  15. Select desired value in the 'Source Of Admission' field.
  16. Enter "Practitioner A" in the 'Admitting Practitioner' field.
  17. Enter "Practitioner A" in the 'Attending Practitioner' field.
  18. Select the "Other Client Data" section.
  19. Select "Yes" in the 'Informed of Smoking Policy' field.
  20. Select the "ProviderConnect Enterprise Identifiers" section.
  21. Click [Add New Item].
  22. Select the defined managing organization in the 'External Organization' field.
  23. Click [Search].
  24. Select the matching client record in the 'Select Matching Client Record' dialog.
  25. Click [OK].
  26. Validate the 'External ID' field contains the client ID for the client in the managing organization's system.
  27. Click [Update Demographics].
  28. Validate an "Information" message is displayed stating: Client Demographics Information Updated.
  29. Click [OK].
  30. Select the "Admission" section.
  31. Validate the 'Date of Birth' field contains the value on file in the managing organization's system.
  32. Validate the 'Social Security Number' field contains the value on file in the managing organization's system.
  33. Click [Submit].
  34. Access the 'ProviderConnect Enterprise Action Log'.
  35. Enter the desired date in the 'From Date' and 'Through Date' fields.
  36. Enter the desired time in the 'From Time' and 'Through Time' fields.
  37. Select the desired organization in the 'Managing Organization' field.
  38. Select "PutProgramAdmission" in the 'Action Name' field.
  39. Click [View Action Log].
  40. Verify the 'ProviderConnect Enterprise Action Log' Report is displayed.
  41. Validate the 'ProviderConnect Enterprise Action Log' Report contains a row for the 'PutProgramAdmission' action that was triggered from the 'Admission' form with a result of "Success".
  42. Close the report and the form.
Scenario 2: ProviderConnect Enterprise - Women's Health History - Validate the 'PutPregnancy' action
Specific Setup:
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be defined for a valid managing organization.
  • A female client must be enrolled in an existing episode that is mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).
Steps
  1. Access the 'Women's Health History' form.
  2. Select "Add" in the 'Add, Edit, or Delete a Record' field.
  3. Enter "Client A" in the 'Client ID' field.
  4. Select the episode mapped to the managing organization in the 'Episode Number' field.
  5. Enter the desired date in the 'Assessment Date' field.
  6. Enter the desired value in the 'LMP' field.
  7. Enter the desired option in the field 'LMP Frequency'.
  8. Enter the desired date in the 'Pregnancy Start Date' field.
  9. Enter the desired date in the 'Pregnancy End Date' field.
  10. Select "Yes" in the 'Have you ever been pregnant?' field.
  11. Select the desired value in the 'Pregnancy Status' field.
  12. Enter the desired date in the 'Expected Due Date' field.
  13. Select the desired value in the 'Abortion(s)' field.
  14. Select the desired value in the 'Have you ever had a miscarriage?' field.
  15. Select the desired value in the 'Contraception' field.
  16. Select the desired value in the 'Sexually Active' field.
  17. Click [Submit].
  18. Validate a "Form Return" message is displayed stating: Submitting has completed. Do you wish to return to form?
  19. Click [No].
  20. Access the 'ProviderConnect Enterprise Action Log' form.
  21. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  22. Enter the desired times in the 'From Time' and 'Through Time' fields.
  23. Select the desired organization in the 'Managing Organization' field.
  24. Select "PutPregnancy" in the 'Action Name' field.
  25. Click [View Action Log].
  26. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  27. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutPregnancy' action that was triggered from the 'Women's Health History' form with a "Success" result.
  28. Close the report and the form.
Scenario 3: ProviderConnect Enterprise - Women's Health History - Validate the 'PutPregnancy' action
Specific Setup:
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be defined for a valid managing organization.
  • A female client must be enrolled in an existing episode that is mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).
Steps
  1. Access the 'Women's Health History' form.
  2. Select "Add" in the 'Add, Edit, or Delete a Record' field.
  3. Enter "Client A" in the 'Client ID' field.
  4. Select the episode mapped to the managing organization in the 'Episode Number' field.
  5. Enter the desired date in the 'Assessment Date' field.
  6. Enter the desired value in the 'LMP' field.
  7. Enter the desired option in the field 'LMP Frequency'.
  8. Enter the desired date in the 'Pregnancy Start Date' field.
  9. Enter the desired date in the 'Pregnancy End Date' field.
  10. Select "Yes" in the 'Have you ever been pregnant?' field.
  11. Select the desired value in the 'Pregnancy Status' field.
  12. Enter the desired date in the 'Expected Due Date' field.
  13. Select the desired value in the 'Abortion(s)' field.
  14. Select the desired value in the 'Have you ever had a miscarriage?' field.
  15. Select the desired value in the 'Contraception' field.
  16. Select the desired value in the 'Sexually Active' field.
  17. Click [Submit].
  18. Validate a "Form Return" message is displayed stating: Submitting has completed. Do you wish to return to form?
  19. Click [No].
  20. Access the 'ProviderConnect Enterprise Action Log' form.
  21. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  22. Enter the desired times in the 'From Time' and 'Through Time' fields.
  23. Select the desired organization in the 'Managing Organization' field.
  24. Select "PutPregnancy" in the 'Action Name' field.
  25. Click [View Action Log].
  26. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  27. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutPregnancy' action that was triggered from the 'Women's Health History' form with a "Success" result.
  28. Close the report and the form.
Topics
• Admission • ProviderConnect Enterprise • Women's Health History
Update 29 Summary | Details
Medical Note - 'Women's Health History'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Women's Health History
  • CareFabric Monitor
  • Facesheet.Women's Health History
  • Update Client Data
Scenario 1: Medical Note - Validate the 'Women's Health History' section
Specific Setup:
  • A user must be defined as a "Provider" and have the following:
  • Female client enrolled in an existing episode (Client A)
  • The 'Medical Note' widget accessible on the HomeView
Steps
  1. Select "Client A" and access the 'Women's Health History' form.
  2. Click [Add].
  3. Enter the desired value in the 'Assessment Date' field.
  4. Select the desired value in the 'Pregnant Status' field.
  5. Populate any other desired fields.
  6. Submit the form.
  7. Select "Client A" and access the 'Medical Note' widget.
  8. Validate the Facesheet is displayed for "Client A".
  9. Select the "Women's Health History" section.
  10. Validate the 'Pregnancy Status' field contains the value filed via 'Women's Health History'.
  11. Select "Client A" and access the 'Update Client Data' form.
  12. Select any new value in the 'Pregnant Status' field.
  13. Submit the form.
  14. Select "Client A" and access the 'Medical Note' widget.
  15. Refresh the widget.
  16. Validate the Facesheet is displayed for "Client A".
  17. Validate the 'Pregnancy Status' field contains the updated value filed via 'Update Client Data'.
Dictionary Update - 'Claim Adjustment Reason Code' dictionary
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (PM)
Scenario 1: Dictionary Update - Validate the 'Claim Adjustment Reason Code' dictionary
Steps
  1. Access the 'Dictionary Update' form.
  2. Select "Other Tabled Files" in the 'File' field.
  3. Select "Data Element Number" in the 'Data Element' field.
  4. Select "1214" in the 'Data Element' field.
  5. Enter "D1" in the 'Dictionary Code' field.
  6. Press the tab key.
  7. Validate the 'Dictionary Value' field populates accordingly.
  8. Update any desired values.
  9. Click [Apply Changes].
  10. Validate a message is displayed stating: Filed!
  11. Click [OK] and close the form.
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:
  • Admission
  • Financial Eligibility
  • Women's Health History
  • Treatment Plan
  • CareFabric Monitor
  • Patient Health Questionnaire-9
  • CSI Assessment
  • Financial Investigation
  • Vitals Entry
  • Diagnosis
  • Facesheet.Women's Health History
  • Update Client Data
  • Dynamic Form - Pre-Display Confirmation
Scenario 1: Treatment Plan - Validate the 'CarePlanCreated', 'CarePlanGoalCreated', 'CarePlanInterventionCreated', and 'CarePlanProblemCreated' SDK events
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • The extended dictionary "(60150) FHIR Care Plan Category" must be defined for the dictionary values defined for "(52003) Plan Type".
  • The following extended dictionaries must be defined for the "(16214) Status" CWS dictionary values for 'Problem Status':
  • (16254) ONC Clinical Status
  • (16255) ONC Verified Status
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the desired date in the 'Plan Date' field.
  3. Select the desired value in the 'Plan Type' field.
  4. Select "Draft" in the 'Treatment Plan Status' field.
  5. Validate "Draft" is selected in the 'Current Status' field.
  6. Enter the desired value in the 'Strengths' field.
  7. Enter the desired value in the 'Weaknesses' field.
  8. Enter the desired value in the 'Discharge Planning' field.
  9. Click [Launch Plan].
  10. Add a problem, goal, objective, and intervention.
  11. Populate all required and desired fields.
  12. Click [Back To Plan Page].
  13. Select "Final" in the 'Treatment Plan Status' field.
  14. Select "Active" in the 'Current Status' field.
  15. Click [Submit].
  16. Access the 'CareFabric Monitor' form.
  17. Enter the current date in the 'From Date' and 'Through Date' fields.
  18. Click [View Activity Log].
  19. Validate the 'CareFabric Monitor Report' contains a "CarePlanCreated", "CarePlanGoalCreated", "CarePlanInterventionCreated", and "CarePlanProblemCreated" record.
  20. Click [Click To View Record] for the "CarePlanCreated" record.
  21. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  22. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  23. Validate the 'carePlanDetails' - 'statusCode' - 'code' field contains "active".
  24. Validate the 'carePlanDetails' - 'statusCode' - 'displayName' field contains "Active".
  25. Validate the 'planTypeCode' - 'code' field contains the "FHIR Care Plan Category" extended dictionary code for the plan type selected.
  26. Validate the 'planTypeCode' - 'codeSystem' field contains "2.16.840.1.113883.6.96".
  27. Validate the 'planTypeCode' - 'displayNAme' field contains the "FHIR Care Plan Category" extended dictionary value for the plan type selected.
  28. Validate the 'summaryText' - 'xhtmlContent' field contains the values entered in the 'Strengths', 'Weaknesses', and 'Discharge Planning' fields.
  29. Validate all other information displays.
  30. Navigate back to the 'CareFabric Monitor Report'.
  31. Click [Click To View Record] for the "CarePlanGoalCreated" record.
  32. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  33. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  34. Validate the 'goalCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.271".
  35. Validate all other information displays.
  36. Navigate back to the 'CareFabric Monitor Report'.
  37. Click [Click To View Record] for the "CarePlanInterventionCreated" record.
  38. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  39. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  40. Validate the 'programAdmissionID' - 'id' field contains an ID in the format of PATID||Episode.
  41. Validate all other information displays.
  42. Navigate back to the 'CareFabric Monitor Report'.
  43. Click [Click To View Record] for the "CarePlanProblemCreated" record.
  44. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  45. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  46. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the status selected.
  47. Validate the 'clinicalStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.164".
  48. Validate the 'clinicalStatusCode' - 'codeSystemName' field contains "Condition-Clinical".
  49. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the status selected.
  50. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the status selected.
  51. Validate the 'verificationStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.166".
  52. Validate the 'verificationStatusCode' - 'codeSystemName' field contains "Condition-Ver-Status".
  53. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the status selected.
  54. Validate the 'programAdmissionID' - 'id' field contains an ID in the format of PATID||Episode.
  55. Validate all other information displays.
  56. Close the reports and the form.
Scenario 2: Patient Health Questionnaire-9 - Validate the 'EhrAssessmentResultCreated' SDK event
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Patient Health Questionnaire-9' form.
  2. Populate all required fields.
  3. Select "Final" in the 'Assessment Status' field.
  4. Click [OK] and [Submit].
  5. Access the 'CareFabric Monitor' form.
  6. Enter the current date in the 'From Date' and 'Through Date' fields.
  7. Click [View Activity Log].
  8. Validate the 'CareFabric Monitor Report' contains a "EhrAssessmentResultCreated" record.
  9. Click [Click To View Record].
  10. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  11. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  12. Validate the assessment data is displayed.
  13. Validate the 'programAdmissionID' - 'id' field contains an ID in the format of PATID||Episode.
  14. Close the report and the form.
Scenario 3: Women's Health History - Validate the 'PregnancyCreated' and 'PregnancyUpdated' SDK events
Specific Setup:
  • The following extended dictionaries must be defined for the "(357) Pregnancy Status" PM dictionary values:
  • (70492) Clinical Status - Pregnancy (FHIR)
  • (70493) Verification Status (FHIR)
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Women's Health History' form.
  2. Enter the desired date in the 'Assessment Date' field.
  3. Enter the desired date in the 'Pregnancy Start Date' field.
  4. Select the desired value in the 'Pregnant Status' field.
  5. Click [Submit].
  6. Access the 'CareFabric Monitor' form.
  7. Enter the current date in the 'From Date' and 'Through Date' fields.
  8. Select "Client A" in the 'Client ID' field.
  9. Select "PregnancyCreated" in the 'Event/Action Search' field.
  10. Click [View Activity Log].
  11. Validate the 'clinicalStatusCode' - code' field contains the "Clinical Status - Pregnancy (FHIR)" extended dictionary code defined for the status selected.
  12. Validate the 'clinicalStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.164".
  13. Validate the 'clinicalStatusCode' - 'codeSystemName' field contains "Condition-Clinical".
  14. Validate the 'clinicalStatusCode' - 'displayName' field contains the "Clinical Status - Pregnancy (FHIR)" extended dictionary value defined for the status selected.
  15. Validate the 'verificationStatusCode' - code' field contains the "Verification Status (FHIR)" extended dictionary code defined for the status selected.
  16. Validate the 'verificationStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.166".
  17. Validate the 'verificationStatusCode' - 'codeSystemName' field contains "Condition-Ver-Status".
  18. Validate the 'verificationStatusCode' - 'displayName' field contains the "Verification Status (FHIR)" extended dictionary value defined for the status selected.
  19. Validate the 'programAdmissionID' - 'id' field contains an ID in the format of PATID||Episode.
  20. Close the report and the form.
  21. Select "Client A" and access the 'Women's Health History' form.
  22. Select the record filed in the previous steps and click [Edit].
  23. Enter the desired value in the 'Pregnancy End Date' field.
  24. Select any new value in the 'Pregnant Status' field.
  25. Click [Submit].
  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. Select "PregnancyUpdated" in the 'Event/Action Search' field.
  30. Click [View Activity Log].
  31. Validate the 'clinicalStatusCode' - code' field contains the "Clinical Status - Pregnancy (FHIR)" extended dictionary code defined for the status selected.
  32. Validate the 'clinicalStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.164".
  33. Validate the 'clinicalStatusCode' - 'codeSystemName' field contains "Condition-Clinical".
  34. Validate the 'clinicalStatusCode' - 'displayName' field contains the "Clinical Status - Pregnancy (FHIR)" extended dictionary value defined for the status selected.
  35. Validate the 'endDate' field contains the 'Pregnancy End Date'.
  36. Validate the 'startDate' field contains the 'Pregnancy Start Date'.
  37. Validate the 'verificationStatusCode' - code' field contains the "Verification Status (FHIR)" extended dictionary code defined for the status selected.
  38. Validate the 'verificationStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.166".
  39. Validate the 'verificationStatusCode' - 'codeSystemName' field contains "Condition-Ver-Status".
  40. Validate the 'verificationStatusCode' - 'displayName' field contains the "Verification Status (FHIR)" extended dictionary value defined for the status selected.
  41. Close the report and the form.
Scenario 4: Admission - Validate the 'BehavioralHealthEpisodeCreated' and 'BehavioralHealthEpisodeUpdated' SDK events
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Admission' form.
  2. Select the existing episode and click [Edit].
  3. Navigate to the "Other Client Data" section.
  4. Enter the desired value in the 'Number Living In Household' field.
  5. Submit 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 a "BehavioralHealthEpisodeUpdated" record.
  11. Click [Click To View Record].
  12. Validate the 'numberOfPeopleLivingInHousehold' field contains the value entered in the previous steps.
  13. Validate the 'programAdmissionID' - 'id' field contains an ID in the format of PATID||Episode.
  14. Close the report and the form.
Scenario 5: Vitals Entry - Validate the 'ObservationResourceCreated', 'ObservationResourceUpdated', and 'ObservationResourceDeleted' SDK events
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select "Add" in the 'Update Vital Sign' field.
  3. Enter the current date in the 'Date' field.
  4. Enter the current time in the 'Time' field.
  5. Enter the desired value in the 'Blood Pressure - Systolic' and 'Blood Pressure - Diastolic' fields.
  6. Select the desired value in the 'Position' field.
  7. Click [Submit] and close the form.
  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 an "ObservationResourceCreated" record is displayed for "Client A". Note: this record will be triggered for each individual vital sign that is created.
  13. Click [Click To View Record].
  14. Validate the 'categoryCode' - 'code' field contains "vital_signs".
  15. Validate the 'clientID' - 'id' field contains the ID for "Client A".
  16. Validate the 'Diastolic Blood Pressure' and 'Systolic Blood Pressure' values are displayed as expected.
  17. Validate the 'effectiveDateRange' - 'fromDate' field contains the date/time entered in 'Vitals Entry'.
  18. Validate the 'issuedDate' field contains the date/time entered in 'Vitals Entry'.
  19. Validate the 'observationResourceID' - 'id' field contains a unique identifier such as "vital-signs||18||20231205131800166813,65956.521||BloodPressure1".
  20. Validate the 'statusCode' - 'code' field contains "final".
  21. Validate the 'subject' field contains the ID for "Client A".
  22. Validate the 'programAdmissionID' - 'id' field contains an ID in the format of PATID||Episode.
  23. Close the report and the form.
  24. Select "Client A" and access the 'Vitals Entry' form.
  25. Select "Edit" in the 'Update Vital Sign' field.
  26. Click [Select Vital Sign].
  27. Select the vitals filed in the previous steps and click [OK].
  28. Enter any new value in the 'Blood Pressure - Systolic' and 'Blood Pressure - Diastolic' fields.
  29. Click [Submit] and close the form.
  30. Access the 'CareFabric Monitor' form.
  31. Enter the current date in the 'From Date' and 'Through Date' fields.
  32. Select "Client A" in the 'Client ID' field.
  33. Click [View Activity Log].
  34. Validate an "ObservationResourceUpdated" record is displayed for "Client A". Note: this record will be triggered for each individual vital sign that is updated.
  35. Validate the updated 'Diastolic Blood Pressure' and 'Systolic Blood Pressure' values are displayed as expected.
  36. Close the report and the form.
  37. Select "Client A" and access the 'Vitals Entry' form.
  38. Select "Delete" in the 'Update Vital Sign' field.
  39. Click [Select Vital Sign].
  40. Select the vitals filed in the previous steps and click [OK].
  41. Validate the previously filed vitals are displayed and fields are disabled.
  42. Click [Submit].
  43. Validate a message is displayed stating: Are you sure you wish to delete this row?
  44. Click [Yes].
  45. Validate a message is displayed stating: Deleted.
  46. Click [OK] and close the form.
  47. Access the 'CareFabric Monitor' form.
  48. Enter the current date in the 'From Date' and 'Through Date' fields.
  49. Select "Client A" in the 'Client ID' field.
  50. Click [View Activity Log].
  51. Validate an "ObservationResourceDeleted" record is displayed for "Client A". Note: this record will be triggered for each individual vital sign that is deleted.
  52. Validate the 'statusCode' - 'code' field contains "cancelled".
  53. Close the report and the form.
  54. Repeat as needed for additional types of vital signs.
Scenario 6: 'Admission' form - Validate the 'ProgramAdmissionCreated' payload
Steps
  1. Access the 'Admission' form.
  2. Verify the 'Select Client' dialog is displayed.
  3. Enter any new value in the 'Last Name' and 'First Name' fields.
  4. Select any value in the 'Sex' field.
  5. Click [Search].
  6. Validate a "Search Results" message is displayed stating: No matches found.
  7. Click [New Client].
  8. Validate a "Client" message displays indicating "Auto Assign Next ID Number?"
  9. Click [Yes].
  10. Enter a date prior to daylight savings time in the 'Preadmit/Admission Date' field (Ex. 03/10/2023).
  11. Enter "10:00 AM" in the 'Preadmit/Admission Time' field.
  12. Select the desired program in the 'Program' field.
  13. Enter any value in the 'Type Of Admission' field.
  14. Enter the desired practitioner in the 'Admitting Practitioner' field.
  15. Click [Submit].
  16. Access the 'CareFabric Monitor' form.
  17. Enter the current date in the 'From Date' field.
  18. Enter the current date in the 'Through Date' field.
  19. Enter the client admitted in the previous steps in the 'Client ID' field.
  20. Click [View Activity Log].
  21. Validate the 'CareFabric Monitor Report' is displayed.
  22. Select the 'ProgramAdmissionCreated' activity type.
  23. Click [Click to View Record].
  24. Validate all filed information is populated.
  25. Validate the 'admissionDate' field contains the 'Preadmit/Admission Date' and 'Preadmit/Admission Time' populated in the previous steps with the correct time zone offset prior to daylight savings time (Ex: 2023-03-01T10:00:00.000-05:00).
  26. Validate the 'programAdmissionID' - 'id' field contains an ID in the format of PATID||Episode.
  27. Close the report and the form.
  28. Access the 'Admission' form.
  29. Verify the 'Select Client' dialog is displayed.
  30. Enter any new value in the 'Last Name' and 'First Name' fields.
  31. Select any value in the 'Sex' field.
  32. Click [Search].
  33. Validate a "Search Results" message is displayed stating: No matches found.
  34. Click [New Client].
  35. Validate a "Client" message displays indicating "Auto Assign Next ID Number?"
  36. Click [Yes].
  37. Enter a date during daylight savings time in the 'Preadmit/Admission Date' field (Ex. 05/01/2023).
  38. Enter "10:00 AM" in the 'Preadmit/Admission Time' field.
  39. Select the desired program in the 'Program' field.
  40. Enter any value in the 'Type Of Admission' field.
  41. Enter the desired practitioner in the 'Admitting Practitioner' field.
  42. Click [Submit].
  43. Access the 'CareFabric Monitor' form.
  44. Enter the current date in the 'From Date' field.
  45. Enter the current date in the 'Through Date' field.
  46. Enter the second client admitted in the previous steps in the 'Client ID' field.
  47. Click [View Activity Log].
  48. Validate the 'CareFabric Monitor Report' is displayed.
  49. Select the 'ProgramAdmissionCreated' activity type.
  50. Click [Click to View Record].
  51. Validate all filed information is populated.
  52. Validate the 'admissionDate' field contains the 'Preadmit/Admission Date' and 'Preadmit/Admission Time' populated in the previous steps with the correct time zone offset during daylight savings time (Ex: 2023-05-01T10:00:00.000-04:00).
  53. Validate the 'programAdmissionID' - 'id' field contains an ID in the format of PATID||Episode.
  54. Close the report and the form.
Scenario 7: 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. Validate the 'programAdmissionID' - 'id' field contains an ID in the format of PATID||Episode.
  24. Close the report and the form.
  25. Select "Client A" and access the 'Diagnosis' form.
  26. Select the diagnosis created in the previous steps and click [Edit].
  27. Select the row filed in the previous steps from the 'Diagnoses' grid.
  28. Select "Void" in the 'Status' field.
  29. Click [Submit].
  30. Access the 'CareFabric Monitor' form.
  31. Enter the current date in the 'From Date' and 'Through Date' fields.
  32. Select "Client A" in the 'Client ID' field.
  33. Select "DiagnosisUpdated" in the 'Event/Action Search' field.
  34. Click [View Activity Log].
  35. Validate the 'CareFabric Monitor Report' displays a 'DiagnosisUpdated' record.
  36. Click [Click To View Record].
  37. Validate the 'statusCode' - 'code' field contains "5".
  38. Validate the 'statusCode' - 'displayName' field contains "Void".
  39. Validate the 'voidedByStaffMemberID' - 'id' field contains the logged in staff member.
  40. Validate the 'voidedDate' field contains the current date.
  41. Validate the 'programAdmissionID' - 'id' field contains an ID in the format of PATID||Episode.
  42. Close the report and the form.
Avatar CareFabric - 'ListProgramAdmission' SDK action
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
Scenario 1: Validate the 'ListProgramAdmission' SDK action
Steps
  • Internal testing only.
Avatar CareFabric - 'BehavioralHealthEpisode' SDK events
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • CareFabric Monitor
Scenario 1: Admission - Validate the 'BehavioralHealthEpisodeCreated' and 'BehavioralHealthEpisodeUpdated' SDK events
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Admission' form.
  2. Select the existing episode and click [Edit].
  3. Navigate to the "Other Client Data" section.
  4. Enter the desired value in the 'Number Living In Household' field.
  5. Submit 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 a "BehavioralHealthEpisodeUpdated" record.
  11. Click [Click To View Record].
  12. Validate the 'numberOfPeopleLivingInHousehold' field contains the value entered in the previous steps.
  13. Validate the 'programAdmissionID' - 'id' field contains an ID in the format of PATID||Episode.
  14. Close the report and the form.
Avatar CareFabric - HL7 integrations
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • System Task Scheduler
  • CareFabric Monitor
Scenario 1: System Task Scheduler - Avatar CareFabric - Send Facility Bed Information (HL-7)
Specific Setup:
  • Please note: this is for Avatar PM systems only.
  • One or more units defined in the '(202) Unit' dictionary must have the following configured in 'Dictionary Update':
  • A value entered for the '(22055) Facility Abbreviation' extended dictionary data element.
  • A value selected for the '(22056) Level of Care' extended dictionary data element.
  • Clients must be admitted into Inpatient episodes using the units configured above.
Steps
  1. Access the 'System Task Scheduler' form.
  2. Select "Avatar CareFabric - Send Facility Bed Information (HL-7) Recurrence Pattern : Hourly -Inactive" in the 'Schedule(s)' field.
  3. Validate "Hourly" is selected in the 'Recurrence Pattern' field.
  4. Validate the 'Start Time' field contains "12:00 AM".
  5. Validate the 'End Time' field contains "11:59 PM".
  6. Validate "Yes" is selected in the 'Inactive Task' field.
  7. Enter the current date in the 'Start By' field.
  8. Select "No" in the 'Inactive Task' field.
  9. Click [Schedule Task] and close the form.
  10. Wait for the task to run.
  11. Access the 'CareFabric Monitor' form.
  12. Enter the current date in the 'From Date' and 'Through Date' fields.
  13. Select "ClientUpdated" in the 'Event/Action Search' field.
  14. Click [View Activity Log].
  15. Validate the 'CareFabric Monitor Report' is displayed with a "ClientUpdated" record for each unit configured in the pre-conditions.
  16. Click [Click To View Record] for the first record.
  17. Validate the 'assignedFacilityInformation' - 'facilityMneumonic' field contains the value defined in the "(22055) Facility Abbreviation" extended dictionary element for the unit.
  18. Validate the 'assignedFacilityInformation' - 'levelOfCareCode' - 'code' field contains the code associated to the value selected in the "(22056) Level of Care" extended dictionary element for the unit.
  19. Validate the 'assignedFacilityInformation' - 'levelOfCareCode' - 'displayName' field contains the value selected in the "(22056) Level of Care" extended dictionary element for the unit.
  20. Validate the 'assignedFacilityInformation' - 'totalNumberOfBeds' field contains the total number of beds in the unit.
  21. Validate the 'assignedFacilityInformation' - 'totalNumberOfBedsOccupied' field contains the total number of occupied beds in the unit.
  22. Validate the 'clientID' - 'id' field contains "NO_ID".
  23. Validate the 'name' - 'first' field contains "NO_NAME".
  24. Validate the 'name' - 'last' field contains "NO_LASTNAME".
  25. Navigate back to the 'CareFabric Monitor Report' and repeat steps 3e-3m as needed for the additional units that are configured.
  26. Close the report and the form.
Topics
• Update Client Data • Medical Note • Women's Health History • Dictionary • Treatment Plan • CareFabric Monitor • Admission • CareFabric • Diagnosis • Patient Health Questionnaire 9 • Vitals • System Task Scheduler
Update 30 Summary | Details
Avatar CareFabric - SubjectID values
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CSI Assessment
  • CareFabric Monitor
  • Financial Investigation
  • Admission
  • CSI Admission
  • User Modeled Form
Scenario 1: ProviderConnect Enterprise - CSI Assessment - Validate the 'PutEhrAssessment' action
Specific Setup:
  • Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be defined for a valid managing organization.
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).
  • Client A's episode must be in a program that has "Yes" selected in the 'Mental Health Program (CSI)' field in the 'Program Maintenance' form.
Steps
  1. Select "Client A" and access the 'CSI Assessment' form.
  2. Select the desired episode in the Pre-Display and click [OK].
  3. Populate all required and desired fields.
  4. Click [Submit].
  5. Access the 'ProviderConnect Enterprise Action Log'.
  6. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  7. Enter the desired times in the 'From Time' and 'Through Time' fields.
  8. Select the desired organization in the 'Managing Organization' field.
  9. Select "PutEhrAssessment" in the 'Action Name' field.
  10. Click [View Action Log].
  11. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  12. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'CSI Assessment' form with a "Success" result.
  13. Close the report and the form.
Scenario 2: ProviderConnect Enterprise - Financial Investigation - Validate the 'PutEhrAssessment' action and 'EhrAssessmentResultCreated' event
Specific Setup:
  • The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' registry setting must be set to "Y".
  • The 'Managing Organization Definition' form must be defined for a valid managing organization.
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).
Steps
  1. Select "Client A" and access the 'Financial Investigation' form.
  2. Enter the desired date in the 'Financial Investigation Effective Date' field.
  3. Enter the desired value in the 'Income-Responsible Party Annual Income' field.
  4. Enter the desired value in the 'Income-Household Gross Annual Income' field.
  5. Enter the desired value in the 'Family Size' field.
  6. Enter the desired value in the 'Number of Dependents' field.
  7. Click [Submit].
  8. Access the 'ProviderConnect Enterprise Action Log' form.
  9. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  10. Enter the desired times in the 'From Time' and 'Through Time' fields.
  11. Select the desired organization in the 'Managing Organization' field.
  12. Select "PutEhrAssessment" in the 'Action Name' field.
  13. Click [View Action Log].
  14. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  15. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'Financial Investigation' form with a "Success" result.
  16. Close the report and the form.
Scenario 3: ProviderConnect Enterprise - CSI Admission - Validate the 'PutEhrAssessment' action
Specific Setup:
  • Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
  • The 'Managing Organization Definition' form must be defined for a valid managing organization.
  • A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).
  • Client A's episode must be in a program that has "Yes" selected in the 'Mental Health Program (CSI)' field in the 'Program Maintenance' form.
Steps
  1. Select "Client A" and access the 'CSI Admission' form.
  2. Select the desired episode in the Pre-Display and click [OK].
  3. Populate all required and desired fields.
  4. Click [Submit].
  5. Access the 'ProviderConnect Enterprise Action Log'.
  6. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  7. Enter the desired times in the 'From Time' and 'Through Time' fields.
  8. Select the desired organization in the 'Managing Organization' field.
  9. Select "PutEhrAssessment" in the 'Action Name' field.
  10. Click [View Action Log].
  11. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  12. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutEhrAssessment' action that was triggered from the 'CSI Admission' form with a "Success" result.
  13. Close the report and the form.
Topics
• CSI Assessment • ProviderConnect Enterprise • CareFabric • Csi Admission
Update 31 Summary | Details
Bells Notes Integration - Group Appointments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
Scenario 1: Bells Notes Integration - Validate group appointment progress notes
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.
  • The 'Post Appointment When the Note Is Submitted' 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 (Practitioner A)
  • 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 group is defined (Group A) with two clients (Client A & Client B).
  • An appointment for "Group A" must be scheduled for the current date with "Practitioner A".
Steps
  1. Log into Bells Notes as "User A".
  2. Navigate to the 'Agenda' section.
  3. Validate the appointment for "Group A" is displayed and select it.
  4. Click [Start Note].
  5. Validate the 'Group Session Information' window is displayed.
  6. Validate "Client A" and "Client B" are displayed for the appointment.
  7. Click [Start Note] and [Assign].
  8. Enter the desired value in the 'Group Summary' field.
  9. Populate required and desired details for "Client A" and "Client B", then mark reviewed.
  10. Click [Sign Reviewed Notes].
  11. Enter the pin for "User A" and click [Sign].
  12. Validate a message is displayed stating: Note Signed Successfully.
  13. Log into myAvatar as "User A".
  14. Access the 'Scheduling Calendar' form.
  15. Validate the appointment for "Group A" with "Practitioner A" has the posted disposition icon.
  16. Right click and select [View Summary] for the group appointment.
  17. Validate the appointment details are displayed and the 'Current Group Members' field contains "Client B" and "Client C".
  18. Click [Dismiss] and [OK].
  19. Select "Client A" and navigate to the 'Progress Notes' widget.
  20. Validate the 'Progress Notes' widget contains the finalized progress note submitted from Bells Notes for the appointment.
  21. Validate all progress note data displays as expected.
  22. Select "Client B" and navigate to the 'Progress Notes' widget.
  23. Validate the 'Progress Notes' widget contains the finalized progress note submitted from Bells Notes for the appointment.
  24. Validate all progress note data displays as expected.
  25. Access the 'Client Ledger' form.
  26. Select "Client A" in the 'Client ID' field.
  27. Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
  28. Select "Simple" in the 'Ledger Type' field.
  29. Select "Yes" in the 'Include Zero Charges' field.
  30. Click [Process].
  31. Validate the group service posted in the previous steps is displayed as expected.
  32. Click [Close] and [Yes] to return to form.
  33. Select "Client B" in the 'Client ID' field.
  34. Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
  35. Select "Simple" in the 'Ledger Type' field.
  36. Select "Yes" in the 'Include Zero Charges' field.
  37. Click [Process].
  38. Validate the group service posted in the previous steps is displayed as expected.
  39. Click [Close] and close the form.
Scenario 2: Bells Notes Integration - Validate adding/removing clients from a group appointment
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.
  • The 'Post Appointment When the Note Is Submitted' 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 (Practitioner A)
  • 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 group is defined (Group A) with two clients (Client A & Client B).
  • An appointment for "Group A" must be scheduled for the current date with "Practitioner A".
  • A client is defined (Client C) that is not part of "Group A".
Steps
  1. Log into Bells Notes as "User A".
  2. Navigate to the 'Agenda' section.
  3. Validate the appointment for "Group A" is displayed and select it.
  4. Click [Start Note].
  5. Validate the 'Group Session Information' window is displayed.
  6. Validate "Client A" and "Client B" are displayed for the appointment.
  7. Remove "Client A" from the group appointment.
  8. Search for and select to add "Client C" to the group appointment.
  9. Click [Start Note] and [Assign].
  10. Enter the desired value in the 'Group Summary' field.
  11. Populate required and desired details for "Client B" and "Client C", then click [Mark Reviewed] for each client.
  12. Click [Sign Reviewed Notes].
  13. Enter the pin for "User A" and click [Sign].
  14. Validate a message is displayed stating: Note Signed Successfully.
  15. Log into myAvatar as "User A".
  16. Access the 'Scheduling Calendar' form.
  17. Validate the appointment for "Group A" with "Practitioner A" has the posted disposition icon.
  18. Right click and select [View Summary] for the group appointment.
  19. Validate the appointment details are displayed and the 'Current Group Members' field contains "Client B" and "Client C".
  20. Click [Dismiss] and [OK].
  21. Select "Client B" and navigate to the 'Progress Notes' widget.
  22. Validate the 'Progress Notes' widget contains the finalized progress note submitted from Bells Notes for the appointment.
  23. Validate all progress note data displays as expected.
  24. Select "Client C" and navigate to the 'Progress Notes' widget.
  25. Validate the 'Progress Notes' widget contains the finalized progress note submitted from Bells Notes for the appointment.
  26. Validate all progress note data displays as expected.
  27. Access the 'Client Ledger' form.
  28. Select "Client B" in the 'Client ID' field.
  29. Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
  30. Select "Simple" in the 'Ledger Type' field.
  31. Select "Yes" in the 'Include Zero Charges' field.
  32. Click [Process].
  33. Validate the group service posted in the previous steps is displayed as expected.
  34. Click [Close] and [Yes] to return to form.
  35. Select "Client C" in the 'Client ID' field.
  36. Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
  37. Select "Simple" in the 'Ledger Type' field.
  38. Select "Yes" in the 'Include Zero Charges' field.
  39. Click [Process].
  40. Validate the group service posted in the previous steps is displayed as expected.
  41. Click [Close] and close the form.
Topics
• Scheduling Calendar • Progress Notes • Bells Notes • CareFabric
Update 33 Summary | Details
Avatar CareFabric - Support for Bells Notes Integration
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client
Scenario 1: Validate the 'GetValueSet' SDK action
Steps
  • Internal testing only.
Scenario 2: Validate the 'PutProgressNote' SDK action
Steps
  • Internal testing only.
Topics
• CareFabric • Progress Notes
Update 33.1 Summary | Details
Avatar CareFabric - Support for Bells Notes Integration
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client
  • Client Ledger
  • Diagnosis
  • Dynamic Form - Duplicate Service
  • Document.Mental Status Exam
Scenario 1: Validate the 'GetValueSet' SDK action
Steps
  • Internal testing only.
Scenario 2: Validate the 'PutProgressNote' SDK action
Steps
  • Internal testing only.
Scenario 3: Bells Notes Integration - Validate document routing for existing appointment progress notes
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form must have:
  • Document routing enabled.
  • The 'Clear Selected Client After Filing' registry setting set to "Y".
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner (Practitioner A)
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' widget on the HomeView.
  • A client is enrolled in "Program A" (Client A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter the desired service code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select the desired value in the 'Episode Number' field.
  6. Validate "Program A" is selected in the 'Program' field.
  7. Select the desired value in the 'Location' field.
  8. Validate the 'Practitioner' field is populated with "Practitioner A"
  9. Fill out all required fields.
  10. Click [Submit].
  11. Validate successful submission.
  12. Validate the scheduled appointment is added to the 'Scheduling Calendar' form.
  13. Log into Bells Notes as "User A".
  14. Click the 'Agenda' section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar.
  15. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes.
  16. Click [Start Note] and verify the existence of the 'Session Information' window.
  17. Fill out all required fields and select the desired note type.
  18. Validate user is able to start a note successfully.
  19. Verify the existence of "Client A" in the client header when note is started.
  20. Fill out all required fields.
  21. Click [Sign Note].
  22. Validate the Sign Note' dialog is displayed.
  23. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  24. Validate a message is displayed stating: Note Signed Successfully.
  25. Log into myAvatar as "UserA".
  26. Navigate to the "My To Do's" widget.
  27. Locate the To Do just routed and click [Approve Document].
  28. Validate the document is displayed with the progress note data and an electronic signature at the bottom for "Practitioner A" as Author.
  29. Click [Accept].
  30. Enter the password for "User A" in the 'Verify Password' dialog and click [OK].
  31. Validate the To-Do is no longer displayed.
  32. Select "Client A" and access the 'Progress Notes' widget.
  33. Validate the 'Progress Notes' widget contains the finalized progress note submitted from Bells Notes.
  34. Validate all progress note data displays as expected.
Scenario 4: Medical Note - Validate progress note sign off with Document Routing
Specific Setup:
  • The Medical Note POV is configured and accessible from the HomeView.
  • Have two users with associated practitioners (User A & User B).
  • Must be logged in as "User A" initially
  • Both users have the "My To Do's" widget on their home view
  • Document Routing is enabled in the 'Document Routing Setup' form.
  • A client has an existing progress note with all the required fields filled out (ClientA).
Steps
  1. Select "Client A" and access the 'Medical Note' application.
  2. Click [Select Note].
  3. Select [Edit] from the "Client's E&M Appointment" row.
  4. Verify the existence of the “Facesheet” section.
  5. Complete all required fields on "Document" and "Finalize" tabs.
  6. Click the "Finalize" tab and complete all the required fields.
  7. Do not select any add-on service codes.
  8. Click [Generate Note].
  9. Select "Complete" in the 'Completion Status' field.
  10. Click [Sign Off].
  11. Validate a "Confirm Document" dialog is displayed with the note details.
  12. Click [Accept and Route].
  13. Enter the password for "User A" in the 'Verify Password' field.
  14. Click [OK].
  15. Select the practitioner associated to "User B" as the approver.
  16. Click [Submit].
  17. Log out and log in as "User B".
  18. Navigate to the "My To Do's" widget.
  19. Locate the 'To Do' just routed and click [Approve Document].
  20. Validate the progress note details are displayed.
  21. Click [Accept] and [Sign].
  22. Enter the password for "User B" in the 'Verify Password' field.
  23. Click [OK].
  24. Validate the To Do is removed from the list.
  25. Access the 'Client Ledger' form.
  26. Enter "Client A" in the 'Client ID' field.
  27. Select "All Episodes" from the 'Claim/Episode/All Episodes' field.
  28. Select "Simple" from the 'Ledger Type' field.
  29. Select "Yes" from the 'Include Zero Charges' field.
  30. Click [Process].
  31. Verify the 'Client Ledger Report' page exists.
  32. Validate the 'Client Ledger Report' page contains the service created in the previous steps.
  33. Validate no add-on codes are displayed since none were selected in Medical Note.
  34. Click [Dismiss] and close the form.
Topics
• CareFabric • Progress Notes • Scheduling Calendar
Update 34 Summary | Details
Dictionary Update - 'AZ DAP' site specific extended attributes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (PM)
  • Update Client Data
  • CareFabric Monitor
  • Admission
Scenario 1: Dictionary Update - Validate the 'AZ DAP Ethnicity' site specific extended dictionary attribute
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • A dictionary code/value is defined for the '(8) Ethnic Origin' data element (Dictionary A).
Steps
  1. Access the 'Dictionary Update' PM form.
  2. Select "Client" in the 'File' field.
  3. Select "(8) Ethnic Origin" in the 'Data Element' field.
  4. Enter "Dictionary A" in the 'Dictionary Code' field.
  5. Validate the 'Dictionary Value' field populates accordingly.
  6. Validate the 'Extended Dictionary Data Element' field contains "(40003) AZ DAP Ethnicity" and select it.
  7. Validate the 'Extended Dictionary Value (Single Dictionary)' field contains the following values:
  8. Hispanic or Latino
  9. Not Hispanic or Latino
  10. Unknown
  11. Select the desired 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. Select "Client A" and access the 'Update Client Data' form.
  16. Select "Dictionary A" in the 'Ethnic Origin' field.
  17. Submit the form.
  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 a "ClientUpdated" record is displayed.
  23. Click [Click To View Record].
  24. Validate the 'ethnicityCode' - 'code' field contains the code associated to the extended dictionary value selected in the previous steps.
  25. Validate the 'ethnicityCode' - 'displayName' field contains the extended dictionary value selected in the previous steps.
  26. Validate the 'ethnicityCode' - 'ehrCode' field contains the code associated to "Dictionary A".
  27. Validate the 'ethnicityCode' - 'ehrDisplayName' field contains the value associated to "Dictionary A".
  28. Close the report and the form.
Scenario 2: Dictionary Update - Validate the 'AZ DAP Admission Type' site specific extended dictionary attribute
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • A dictionary code/value is defined for the '(158) Source of Admission' data element (Dictionary A).
Steps
  1. Access the 'Dictionary Update' PM form.
  2. Select "Client" in the 'File' field.
  3. Select "(158) Source Of Admission" in the 'Data Element' field.
  4. Enter "Dictionary A" in the 'Dictionary Code' field.
  5. Validate the 'Dictionary Value' field populates accordingly.
  6. Validate the 'Extended Dictionary Data Element' field contains "(40002) AZ DAP Admission Type" and select it.
  7. Validate the 'Extended Dictionary Value (Single Dictionary)' field contains the following values:
  8. ACCIDENT
  9. ELECTIVE
  10. EMERGENCY
  11. LABOR AND DELIVERY
  12. NEWBORN
  13. PETITION
  14. PICK-UP ORDER
  15. POLICE
  16. ROUTINE
  17. UNIQUE
  18. URGENT
  19. VOLUNTARY
  20. Select the desired value in the 'Extended Dictionary Value (Single Dictionary)' field.
  21. Click [Apply Changes].
  22. Validate a message is displayed stating: Filed!
  23. Click [OK] and close the form.
  24. Select "Client A" and access the 'Admission' form.
  25. Select any existing episode and click [Edit].
  26. Select "Dictionary A" in the 'Source Of Admission' field.
  27. Submit the form.
  28. Access the 'CareFabric Monitor' form.
  29. Enter the current date in the 'From Date' and 'Through Date' fields.
  30. Select "Client A" in the 'Client ID' field.
  31. Click [View Activity Log].
  32. Validate a "ProgramAdmissionUpdated" record is displayed.
  33. Click [Click To View Record].
  34. Validate the 'sourceOfAdmissionCode' - 'code' field contains the code associated to the extended dictionary value selected in the previous steps.
  35. Validate the 'sourceOfAdmission' - 'displayName' field contains the extended dictionary value selected in the previous steps.
  36. Validate the 'sourceOfAdmissionCode' - 'ehrCode' field contains the code associated to the extended dictionary value selected in the previous steps.
  37. Validate the 'sourceOfAdmission' - 'ehrDisplayName' field contains the extended dictionary value selected in the previous steps.
  38. Close the report and the form.
Avatar CareFabric - 'ProgramAdmission' and 'Client' event types
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (PM)
  • Admission
  • CareFabric Monitor
  • Update Client Data
  • CareFabric Event Attribute Mapping
Scenario 1: Inpatient Admission - Validate the 'ClientCreated' and 'ClientUpdated' SDK events
Specific Setup:
  • Please note: this is for Avatar PM systems only.
  • A unit must be defined with available rooms and beds (Unit A).
Steps
  1. Access the 'Dictionary Update' PM form.
  2. Select "Client" in the 'File' field.
  3. Select "Data Element Number" in the 'Data Element' field.
  4. Select "(202) Unit" in the 'Data Element' field.
  5. Enter the code associated to "Unit A" in the 'Dictionary Code' field.
  6. Validate "Unit A" is displayed in the 'Dictionary Value' field.
  7. Select "(22055) Facility Abbreviation" in the 'Extended Dictionary Data Element' field.
  8. Validate the 'Extended Dictionary Value (Free Text)' field is now enabled. Enter the desired value.
  9. Select "(22056) Level of Care" in the 'Extended Dictionary Data Element' field.
  10. Validate the 'Extended Dictionary Value (Single Dictionary)' field is now enabled and contains the following values:
  11. Inpatient
  12. Observation
  13. Outpatient
  14. Select the desired value in the 'Extended Dictionary Value (Single Dictionary)' field.
  15. Click [Apply Changes].
  16. Validate a message is displayed stating: Filed!
  17. Click [OK] and close the form.
  18. Access the 'Admission' form
  19. Verify the 'Select Client' dialog is displayed.
  20. Enter any new value in the 'Last Name' field.
  21. Enter any new value in the 'First Name' field.
  22. Select any value in the 'Sex' field.
  23. Click [Search].
  24. Validate a "Search Results" message is displayed stating: No matches found.
  25. Click [New Client].
  26. Validate a "Client" message is displayed stating: Auto Assign Next ID Number?
  27. Click [Yes].
  28. Enter any value in the 'Date of Birth' field.
  29. Enter the current date in the 'Preadmit/Admission Date' field.
  30. Enter the current time in the 'Preadmit/Admission Time' field.
  31. Select any inpatient program in the 'Program' field.
  32. Select any value in the 'Type Of Admission' field.
  33. Select any value in the 'Source Of Admission' field.
  34. Enter the desired practitioner in the 'Admitting Practitioner' field.
  35. Enter the desired practitioner in the 'Attending Practitioner' field.
  36. Select the "Inpatient/Partial/Day Treatment" section.
  37. Select "Unit A" in the 'Unit' field.
  38. Select the desired room in the 'Room' field.
  39. Select the desired bed in the 'Bed' field.
  40. Select the desired value in the 'Room And Board Billing Code' field.
  41. Submit the form. Note: this will now be referred to as "Client A".
  42. Access the 'CareFabric Monitor' form.
  43. Enter the current date in the 'From Date' and 'Through Date' fields.
  44. Select "Client A" in the 'Client ID' field.
  45. Click [View Activity Log].
  46. Validate the 'CareFabric Monitor' report is displayed and contains "ClientCreated" record.
  47. Click [Click To View Record] for the "ClientCreated" record.
  48. Validate the 'assignedFacilityInformation' - 'facilityMneumonic' field contains the value defined in the "(22055) Facility Abbreviation" extended dictionary element for "Unit A".
  49. Validate the 'assignedFacilityInformation' - 'levelOfCareCode' - 'code' field contains the code associated to the value selected in the "(22056) Level of Care" extended dictionary element for "Unit A".
  50. Validate the 'assignedFacilityInformation' - 'levelOfCareCode' - 'displayName' field contains the value selected in the "(22056) Level of Care" extended dictionary element for "Unit A".
  51. Validate the 'assignedFacilityInformation' - 'totalNumberOfBeds' field contains the total number of beds in "Unit A".
  52. Validate the 'assignedFacilityInformation' - 'totalNumberOfBedsOccupied' field contains the total number of occupied beds in "Unit A".
  53. Close the report and the form.
  54. Select "Client A" and access the 'Update Client Data' form.
  55. Enter the desired value in the 'Date Of Birth' field.
  56. Click [Submit].
  57. Access the 'CareFabric Monitor' form.
  58. Enter the current date in the 'From Date' and 'Through Date' fields.
  59. Select "Client A" in the 'Client ID' field.
  60. Click [View Activity Log].
  61. Validate the 'CareFabric Monitor' report is displayed and contains "ClientUpdated" record.
  62. Click [Click To View Record] for the "ClientUpdated" record.
  63. Validate the 'assignedFacilityInformation' - 'facilityMneumonic' field contains the value defined in the "(22055) Facility Abbreviation" extended dictionary element for "Unit A".
  64. Validate the 'assignedFacilityInformation' - 'levelOfCareCode' - 'code' field contains the code associated to the value selected in the "(22056) Level of Care" extended dictionary element for "Unit A".
  65. Validate the 'assignedFacilityInformation' - 'levelOfCareCode' - 'displayName' field contains the value selected in the "(22056) Level of Care" extended dictionary element for "Unit A".
  66. Validate the 'assignedFacilityInformation' - 'totalNumberOfBeds' field contains the total number of beds in "Unit A".
  67. Validate the 'assignedFacilityInformation' - 'totalNumberOfBedsOccupied' field contains the total number of occupied beds in "Unit A".
  68. Validate the 'birthDate' field contains the 'Date Of Birth' filed in the previous steps.
  69. Close the report and the form.
  70. Select "Client A" and access the 'Discharge' form.
  71. Enter the desired date in the 'Date Of Discharge' field.
  72. Enter the desired time in the 'Time Of Discharge' field.
  73. Select the desired value in the 'Type Of Discharge' field.
  74. Select the desired value in the 'Discharge Practitioner' field.
  75. Click [Submit].
  76. Access the 'CareFabric Monitor' form.
  77. Enter the current date in the 'From Date' and 'Through Date' fields.
  78. Select "Client A" in the 'Client ID' field.
  79. Click [View Activity Log].
  80. Validate the 'CareFabric Monitor' report is displayed and contains "ClientUpdated" record.
  81. Click [Click To View Record] for the "ClientUpdated" record.
  82. Validate the 'assignedFacilityInformation' - 'facilityMneumonic' field contains the value defined in the "(22055) Facility Abbreviation" extended dictionary element for "Unit A". If a client is no longer occupying a bed, the system will calculate the last unit the client was in and populate this field accordingly.
  83. Validate the 'assignedFacilityInformation' - 'levelOfCareCode' - 'code' field contains the code associated to the value selected in the "(22056) Level of Care" extended dictionary element for "Unit A".
  84. Validate the 'assignedFacilityInformation' - 'levelOfCareCode' - 'displayName' field contains the value selected in the "(22056) Level of Care" extended dictionary element for "Unit A".
  85. Validate the 'assignedFacilityInformation' - 'totalNumberOfBeds' field contains the total number of beds in "Unit A".
  86. Validate the 'assignedFacilityInformation' - 'totalNumberOfBedsOccupied' field contains the updated total number of occupied beds in "Unit A" after "Client A" has been discharged.
  87. Close the report and the form.
Scenario 2: Validate the "ProgramAdmission" event type in the 'CareFabric Event Attribute Mapping' form
Specific Setup:
  • A dictionary code/value is defined for the '(158) Source of Admission' data element (Dictionary A).
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Dictionary Update' PM form.
  2. Select "Client" in the 'File' field.
  3. Select "(158) Source Of Admission" in the 'Data Element' field.
  4. Enter "Dictionary A" in the 'Dictionary Code' field.
  5. Validate the 'Dictionary Value' field populates accordingly.
  6. Select "(40002) AZ DAP Admission Type" in the 'Extended Dictionary Data Element' field.
  7. Select "ROUTINE" in the 'Extended Dictionary Value (Single Dictionary)' field.
  8. Click [Apply Changes].
  9. Validate a message is displayed stating: Filed!
  10. Click [OK] and close the form.
  11. Access the 'CareFabric Event Attribute Mapping' form.
  12. Select "ProgramAdmission" in the 'Associated Event' field.
  13. Click [New Row].
  14. Select "[PM] Admission" in the 'Form' field.
  15. Select "Source Of Admission" in the 'Field' field.
  16. Select "SourceOfAdmissionCode" in the 'CareFabric Element' field.
  17. Select "AZ DAP Admission Type" in the 'Extended Attribute to Pull the Code From' field.
  18. Enter the desired value in the 'Non-standard Code System Code' field.
  19. Enter the desired value in the 'Non-standard Code System Name' field.
  20. Select the desired value in the 'Allow CarePOV Access' field.
  21. Click [Field Translation].
  22. Validate the 'CareFabric Event Attribute Mapping' grid is displayed with the dictionary codes/values for the '(40002) AZ DAP Admission Type' extended dictionary element.
  23. Navigate to the row for the "ROUTINE" dictionary value and select it.
  24. Select "Yes" in the 'Include?' field.
  25. Enter the desired value in the 'Reporting Code' field.
  26. Enter the desired value in the 'Reporting Value' field.
  27. Click [Save], [Yes], and [Submit].
  28. Select "Client A" and access the 'Admission' form.
  29. Select any existing episode and click [Edit].
  30. Select "Dictionary A" in the 'Source Of Admission' field.
  31. Submit 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 a "ProgramAdmissionUpdated" record is displayed.
  37. Click [Click To View Record].
  38. Validate the 'sourceOfAdmissionCode' - 'code' field contains the 'Reporting Code' filed in the previous steps.
  39. Validate the 'sourceOfAdmission' - 'displayName' field contains the 'Reporting Value' filed in the previous steps.
  40. Validate the 'sourceOfAdmissionCode' - 'ehrCode' field contains the 'Reporting Code' filed in the previous steps.
  41. Validate the 'sourceOfAdmission' - 'ehrDisplayName' field contains the 'Reporting Value' filed in the previous steps.
  42. Close the report and the form.
  43. Access the 'CareFabric Event Attribute Mapping' form.
  44. Select "ProgramAdmission" in the 'Associated Event' field.
  45. Select the existing row in the 'Additional Attributes' grid.
  46. Click [Field Translation].
  47. Navigate to the row for the "ROUTINE" dictionary value and select it.
  48. Select "No" in the 'Include?' field.
  49. Click [Save], [Yes], and [Submit].
  50. Select "Client A" and access the 'Admission' form.
  51. Select any existing episode and click [Edit].
  52. Update the 'Preadmit/Admission Time' field.
  53. Click [Submit].
  54. Access the 'CareFabric Monitor' form.
  55. Enter the current date in the 'From Date' and 'Through Date' fields.
  56. Select "Client A" in the 'Client ID' field.
  57. Click [View Activity Log].
  58. Validate a "ProgramAdmissionUpdated" record is displayed.
  59. Click [Click To View Record].
  60. Validate the 'sourceOfAdmissionCode' field contains "null".
  61. Close the report and the form.
Scenario 3: Validate the "Client" event type in the 'CareFabric Event Attribute Mapping' form
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • A dictionary code/value is defined for the '(8) Ethnic Origin' data element (Dictionary A).
Steps
  1. Access the 'Dictionary Update' PM form.
  2. Select "Client" in the 'File' field.
  3. Select "(8) Ethnic Origin" in the 'Data Element' field.
  4. Enter "Dictionary A" in the 'Dictionary Code' field.
  5. Validate the 'Dictionary Value' field populates accordingly.
  6. Select "(40003) AZ DAP Ethnicity" in the 'Extended Dictionary Data Element' field.
  7. Select "Not Hispanic or Latino" in the 'Extended Dictionary Value (Single Dictionary)' field.
  8. Click [Apply Changes].
  9. Validate a message is displayed stating: Filed!
  10. Click [OK] and close the form.
  11. Access the 'CareFabric Event Attribute Mapping' form.
  12. Select "Client" in the 'Associated Event' field.
  13. Click [New Row].
  14. Select "[PM] Update Client Data" in the 'Form' field.
  15. Select "Ethnic Origin" in the 'Field' field.
  16. Select "EthnicityCode" in the 'CareFabric Element' field.
  17. Select "AZ DAP Ethnicity" in the 'Extended Attribute to Pull the Code From' field.
  18. Enter the desired value in the 'Non-standard Code System Code' field.
  19. Enter the desired value in the 'Non-standard Code System Name' field.
  20. Select the desired value in the 'Allow CarePOV Access' field.
  21. Click [Field Translation].
  22. Validate the 'CareFabric Event Attribute Mapping' grid is displayed with the dictionary codes/values for the '(40003) AZ DAP Ethnicity' extended dictionary element.
  23. Navigate to the row for the "Not Hispanic or Latino" dictionary value and select it.
  24. Select "Yes" in the 'Include?' field.
  25. Enter the desired value in the 'Reporting Code' field.
  26. Enter the desired value in the 'Reporting Value' field.
  27. Click [Save], [Yes], and [Submit].
  28. Select "Client A" and access the 'Update Client Data' form.
  29. Select "Dictionary A" in the 'Ethnic Origin' field.
  30. Click [Submit].
  31. Access the 'CareFabric Monitor' form.
  32. Enter the current date in the 'From Date' and 'Through Date' fields.
  33. Select "Client A" in the 'Client ID' field.
  34. Click [View Activity Log].
  35. Validate a "ClientUpdated" record is displayed.
  36. Click [Click To View Record].
  37. Validate the 'ethnicityCode' - 'code' field contains the 'Reporting Code' filed in the previous steps.
  38. Validate the 'ethnicityCode' - 'displayName' field contains the 'Reporting Value' filed in the previous steps.
  39. Validate the 'ethnicityCode' - 'ehrCode' field contains the code associated to "Dictionary A".
  40. Validate the 'ethnicityCode' - 'ehrDisplayName' field contains the value associated to "Dictionary A".
  41. Close the report and the form.
  42. Access the 'CareFabric Event Attribute Mapping' form.
  43. Select "Client" in the 'Associated Event' field.
  44. Select the existing row in the 'Additional Attributes' grid.
  45. Click [Field Translation].
  46. Navigate to the row for the "Not Hispanic or Latino" dictionary value and select it.
  47. Select "No" in the 'Include?' field.
  48. Click [Save], [Yes], and [Submit].
  49. Select "Client A" and access the 'Update Client Data' form.
  50. Update the 'Date Of Birth' field.
  51. Click [Submit].
  52. Access the 'CareFabric Monitor' form.
  53. Enter the current date in the 'From Date' and 'Through Date' fields.
  54. Select "Client A" in the 'Client ID' field.
  55. Click [View Activity Log].
  56. Validate a "ClientUpdated" record is displayed.
  57. Click [Click To View Record].
  58. Validate the 'ethnicityCode' field contains "null".
  59. Close the report and the form.
Topics
• Dictionary • CareFabric • Admission • Discharge • Update Client Data • CareFabric Monitor • CareFabric Event Attribute Mapping
 

Avatar_CareFabric_2024_Monthly_Release_2024.01.01_Details.csv