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Avatar CareFabric 2024 Monthly Release 2024.02.00 Acceptance Tests

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Update 13 Summary | Details
POV Widget Enhancement
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Facesheet.Lab Results
  • Facesheet.Vitals
  • Client Ledger
  • Facesheet.Lab Results.Results Pending Review
  • Document.Mental Status Exam
  • Task Definitions
  • Task Associations
  • Flowsheet
  • Significant Findings
  • Flowsheet Admin
  • Scheduling Calendar
  • Document.Diagnosis
  • Today's E&M Appointments
  • Note Details
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: Task List - Launch form after completing Flowsheet task
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • Flowsheet must have a "Vital Signs" assessment configured with the tag: "Sepsis".
Steps
  1. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "Sepsis" and press [Tab].
  4. Set the 'Task Title' field to "Sepsis Assessment".
  5. Select "Flowsheet" from the 'Task Action Type' field and click [Submit].
  6. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No].
  7. Access the 'Task Associations' form.
  8. Select "Task Definition" from the 'Task Type' field.
  9. Search for and select "Sepsis Assessment (Sepsis)" from the 'Task Group/Definition' field.
  10. Select "Add" from the 'Add/Edit/Delete Association' field.
  11. Select "Order Entry" from the 'Order Event' field.
  12. Search for and select "Complete Blood Count (CBC)" from the 'Order Code' field.
  13. Click [Update Associations] and [Submit].
  14. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
  15. Select "Client A" and access the Order Entry Console.
  16. Search for and select "Complete Blood Count (CBC)" from the 'New Order' field.
  17. Select "Daily" from the 'Frequency' field.
  18. Set the 'Duration' field to "48" and click [Hours].
  19. Click [Add to Scratchpad] and [Sign].
  20. Access the 'Task List' widget.
  21. Search for and select "Client A" from the 'Search Patients' field.
  22. Validate a task labeled: "Sepsis Assessment" is displayed under the Unscheduled column.
  23. Select the "Sepsis Assessment" task and click [Complete].
  24. Validate a Flowsheet Sepsis assessment is launched.
  25. Validate the 'Date Time' field contains "the current date and time".
  26. Set the 'Temperature' field to "104".
  27. Validate the 'Sepsis Temperature Criteria Met?' field contains "Greater Than Or Equal 100.9 F".
  28. Select "Yes" from the 'Respiratory Rate Higher Than Baseline' field.
  29. Select "Yes" from the 'New Onset Altered Mental Status' field.
  30. Select "Greater than 12,000" from the 'Sepsis WBC Criteria' field.
  31. Select "Yes" from the 'Known or Suspected Sepsis' field and click [Sign].
  32. Validate a message is displayed that states: "Patient 'Client A' has screened positive for risk of sepsis. Please notify the supervisor or physician immediately for possible implementation of the sepsis order set and document in the “Significant Findings” form." and click [Open Form].
  33. Validate the 'Significant Findings' form is opened.
  34. Set the 'Significant Finding Date' field to the current date.
  35. Set the 'Significant Finding Time' field to the current time and press [Tab].
  36. Select "Lab Result" from the 'Significant Finding Type' field.
  37. Select "Called In" from the 'Findings' field.
  38. Set the 'Finding Description (Other)' field to "Client negative for sepsis".
  39. Select the 'Communications' tab and click [Add New Item].
  40. Select "Attempt - With Response" from the 'Communication Type' field.
  41. Set the 'Communication Date' field to the current date.
  42. Set the 'Communication Time' field to the current time.
  43. Search for and select any value from the 'Physician Communicated' field.
  44. Select "Yes" from the 'Physician Read Back' field and click [Submit].
Scenario 3: Flowsheet Admin - Move sections around within an assessment in Assessment Design and Warning message while editing Collections in Collection Setting
Specific Setup:
  • A client must have an active episode. (Client A)
  • The 'Assessment Admin (NTST_pov_assessment_admin)' widget must be associated to the currently logged in user's Homeview.
  • Two Shared Options must exist in the Flowsheet Admin Tool. (Shared Options A)(Shared Options B)
  • "Shared Options A" must be configured as a 'Single Select' Select Type.
  • "Shared Options B" must be configured as a 'Multiple Select' Select Type and have the 'Include "Other" option (allows user to free type answer)' checkbox checked.
  • A collection must exist in the Flowsheet Admin Tool. (Collection A)
Steps
  1. Select the 'Flowsheet Admin Tool' widget.
  2. Click the "Assessment Design" tab.
  3. Click [Create New] and validate the 'New Assessment' popup displays.
  4. Provide the title of the new assessment in the input field.
  5. Click [Save] and [Refresh].
  6. Navigate to the newly created assessment and click [Add Questions].
  7. In the 'Enter single/multiple question(s)' popup enter the following question labels on separate lines:
  8. Question 1
  9. Question 2
  10. Question 3
  11. Question 4
  12. Click [Save] and set the 'Question Type' as "Section" for Question 1, "Single select" for Question 2, "Multiple select" for Question 3, and "Date" for Question 4.
  13. Click the 'Settings' button for Question 2, select the 'Options' tab and check the 'Use Shared Options' checkbox.
  14. Select "Shared Options A" from the 'Select Options to Use' field and click [Save].
  15. Click the 'Settings' button for Question 3, select the 'Options' tab and check the 'Use Shared Options' checkbox.
  16. Select "Shared Options B" from the 'Select Options to Use' field and click [Save].
  17. Set the 'Group/Section' field for Question 2 and Question 3 to "Question 1".
  18. Validate that Questions 1,2 and 3 form a single section.
  19. Click and drag the section below Question 4 and validate that the order of the questions in the section remains unchanged with Question 4 now at the top of the assessment.
  20. Click [Preview] and [Publish].
  21. Check preview popup and click [Continue] and [Okay].
  22. Click [Collection Setting]
  23. Click the 'Edit' button for "Collection A" and validate the 'Edit Collection' popup displays.
  24. Click [Save] and validate a warning message stating "No changes in assessment title" displays.
  25. Click [Cancel].
  26. Select the newly created assessment in the 'Select assessment to add' field
  27. Click [Save] and [Refresh].
  28. Please log out of the application and log back in after completing the above configuration.
  29. Select "Client A" and access the 'Flowsheet' tab.
  30. Validate that the questions in the assessment are displayed in the correct order.
Scenario 4: 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 5: Flowsheet - Screen refreshes when Start date is changed by the user
Specific Setup:
  • Four collections must be set up in the flowsheet admin tool. (Collection A)(Collection B)(Collection C)(Collection D)
  • Four assessments must be set up in the flowsheet admin tool.(Assessment A)(Assessment B)(Assessment C)(Assessment D)
  • "Assessment A" must be added to "Collection A".
  • "Assessment B" must be added to "Collection B".
  • "Assessment C" must be added to "Collection C".
  • "Assessment D" must be added to "Collection D".
  • A client must have an active episode. (Client A)
Steps
  1. Select "Client A" and access the 'Flowsheet' tab.
  2. Select the tab for "Collection A" and navigate to "Assessment A".
  3. Populate and then change the "mm/dd/yyyy" portion of the 'Date Time' field of the assessment.
  4. Validate that the Flowsheet screen is not refreshing when changing the date.
  5. Populate all the 'Required fields' and Click [Sign].
  6. Select the tab for "Collection B" and navigate to "Assessment B".
  7. Populate and then change the "mm/dd/yyyy" portion of the 'Date Time' field of the assessment.
  8. Validate that the Flowsheet screen is not refreshing when changing the date.
  9. Populate all the 'Required fields' and Click [Sign].
  10. Select the tab for "Collection C" and navigate to "Assessment C".
  11. Populate and then change the "mm/dd/yyyy" portion of the 'Date Time' field of the assessment.
  12. Validate that the Flowsheet screen is not refreshing when changing the date.
  13. Populate all the 'Required fields' and Click [Sign].
  14. Select the tab for "Collection D" and navigate to "Assessment D".
  15. Populate and then change the "mm/dd/yyyy" portion of the 'Date Time' field of the assessment.
  16. Validate that the Flowsheet screen is not refreshing when changing the date.
  17. Populate all the 'Required fields' and Click [Sign].
Topics
• Medical Note • CareFabric • Assessments
Update 22 Summary | Details
Client Merge
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
  • Financial Eligibility
  • Home Medications
  • Client Charge Input
  • Client Ledger
  • Change MR#
Scenario 1: CareFabric support of Client Merge
Specific Setup:
  • Registry Settings:
  • Allow Merging Into Existing Episode = Y.
  • Allow Merging Of All Client Data Through Single Filing = Y
  • Clients:
  • Client 1: Note the admission date, program, program code and episode number. Note other information about the client, such as services and clinical information.
  • Client 2: Note the admission date and program. Note other information about the client, such as services and clinical information.
Steps
  1. Open "Client Merge" form.
  2. Select 'Client 2' in the 'Source Client' field.
  3. Select desired value in the 'Merge All Client Data Through Single Filing' field.
  4. If 'No' was selected, select the 'Source Client Episode'.
  5. If 'Yes' was selected, all episodes will be included.
  6. Select 'Client 1' in the 'Target Client' field.
  7. Click [File].
  8. Click [Yes] when the prompt "Do you wish to continue with the indicated action?" displays.
  9. Click [OK] when the prompt "The following episode was created for the target client indicated" displays.
  10. Click [Discard] and click [Yes].
  11. Open "CareFabric Monitor" form.
  12. Enter the current date in the 'From Date' field.
  13. Enter the current date in the 'Through Date' field.
  14. Set 'Event/Action Search' to 'ClientMergeCreated', 'Out'.
  15. Click [View Activity Log].
  16. Click [Click to View Record] for the 'Activity Type' of 'ClientMergeCreated'.
  17. Verify "destinationClientID" is equal to the target client, 'Client 1', used in the "Client Merge" form.
  18. Verify "sourceClientID" is equal to the source client, 'Client 2' used in the "Client Merge" form.
  19. Close the report.
  20. Set 'Event/Action Search' to 'ClientUpdated', 'Out'
  21. Click [View Activity Log].
  22. Verify that there is an 'Entity ID' entry for 'Client 1', the target client.
  23. Click [Click to View Record] for the 'Activity Type' of 'ClientUpdated'.
  24. Verify that the "ProgramCode" entry exists for all programs codes noted in setup, for both clients.
  25. Close the report.
  26. Verify that there is an 'Entity ID' entry for 'Client 2', the source client.
  27. Click [Click to View Record] for the 'Activity Type' of 'ClientUpdated'.
  28. Verify that the only "ProgramCode" entries were the programs codes for 'Client 2'.
  29. Close the report.
  30. As desired, search other items in 'Event/Action Search' and verify the results.
  31. Click [Discard] and click [Yes].
Scenario 2: Validate 'Client Delete' submission.
Specific Setup:
  • Create a new client to test 'Client Delete'.
  • Give the client a financial eligibility record and a minimum of one service.
  • Use 'Delete Service (Open Service Only)' to delete all services.
  • Use 'Delete Last Movement' to delete the admission.
Steps
  1. Open "Client Delete" form.
  2. Click [OK] on 'Confirm' message.
  3. Enter the desired value in 'Client ID'.
  4. Click [Display Client].
  5. Validate that the report opens and contains the correct 'Client Name'.
  6. Close the report.
  7. Click [Submit].
  8. Enter the 'Client ID' in 'Client Search'. Validate that the 'No matches found, please refine search' message is received.
  9. Open "CareFabric Monitor" form.
  10. Enter current date in 'From Date'.
  11. Enter current date in 'Through Date'.
  12. Select 'ClientDeleted' in 'Event/Action Search'.
  13. Click [View Activity Log].
  14. Click [Click To View Record] on the 'Activity Type' of 'ClientDeleted'.
  15. Verify that the "id" = the 'Client ID' of the deleted client.
  16. Click [Close Report].
  17. Click [Discard] and click [Yes].
Scenario 3: CareFabric support of "Change MR#"
Specific Setup:
  • Create a new client to test "Change MR#".
  • Give the client a financial eligibility record and a minimum of one service.
  • Print the 'Client Ledger' to validate the service distribution. Save the report.
Steps
  1. Open "Change MR#" form.
  2. Select desired client 'Client ID' field.
  3. Click [Assign MR#].
  4. Click [Yes] in 'Auto Assign Next ID Number'.
  5. Verify the 'New Client ID#' field is populated with a new client ID.
  6. Click [Submit].
  7. Open "CareFabric Monitor" form.
  8. Enter the current date in the 'From Date' field.
  9. Enter the current date in the 'Through Date' field.
  10. Enter the new client ID in ''Client ID'.
  11. Click [View Activity Log].
  12. Click [Click to View Record] for the 'Activity Type' of 'ClientMergeCreated' with 'Option Description' of 'Change MR#'.
  13. Verify 'destinationClientID' is equal to the new client number created in the "Change MR#" form.
  14. Verify 'sourceClientID' is equal to the original client number selected in the "Change MR#" form.
  15. Click [Discard] and click [Yes].
  16. Open "Client Ledger" form.
  17. Search/Select the client using the new client ID number.
  18. Print the ledger report and validate that the only change in the report is the 'Client ID'.
  19. Click [Close] and click [No].
Topics
• Client Merge • Client Management • Change MR#
Update 24 Summary | Details
CarePOV Alerts
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CarePOV Management
  • Order Entry Console
  • BedBoard
  • eMAR
Scenario 1: CarePOV alerts - For 'New Order', 'STAT Order', 'Order Type' and 'Continuous Order' in Client Banner, Task List NX and BedBoard
Specific Setup:
  • A pharmacy-type order code must exist. (Order Code A)
  • A pharmacy-type order code must exist with a default 'Frequency' of "STAT". (Order Code B)
  • The following client alerts must be configured in the 'CarePOV Management' form:
  • Include in Client Header for New Orders (1) - "Yes", 'Alert Type' = "New Order", 'Active' = "Yes".
  • Include in Client Header for Stat Orders (2) - "Yes", 'Alert Type' = "STAT Order", 'Active' = "Yes".
  • Include in Client Header for Continuous Order (15) - "Yes", 'Alert Type' = "Continuous Order", 'Active' = "Yes".
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • Configure bed board alerts for "Client A" in the 'Client Lookup/Header Configuration Manager' form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" from the 'New Order' field.
  3. Populate all required fields and click [Add to Scratchpad]
  4. Search for and select "Order Code B" from the 'New Order' field.
  5. Populate all required fields and click [Add to Scratchpad].
  6. Search for and select "Order Code C" from the 'New Order' field.
  7. Populate all required fields setting the 'Stop Date' and 'Stop Time' fields to the current date and 5 minutes in the future and click [Add to Scratchpad] and [Sign].
  8. Access the 'HomeView' and then return to the Order Entry Console.
  9. Validate the 'Client Header' alert icon contains the appropriate information for "Order Code A", "Order Code B" and "Order Code C".
  10. Access 'eMAR NX'.
  11. Click [Scan Patient], select any reason, and click [Save].
  12. Validate the orders are displayed.
  13. Click on the ellipsis button for "Order Code A" and select 'Acknowledge'.
  14. Access the 'HomeView' and then return to the eMAR.
  15. Validate the 'Client Header' alert icon no longer contains "Order Code A".
  16. Select the 'Due' button for "Order Code B" order.
  17. Populate the required fields selecting a successful 'Administration Event' and click [Sign].
  18. Access the 'HomeView' and then return to the eMAR.
  19. Validate the 'Client Header' alert icon no longer contains "Order Code B".
  20. Access the Order Entry Console.
  21. Validate "Order Code C" has expired and the 'Client Header' alert icon no longer contains "Order Code C".
Topics
• Client Header
Update 37 Summary | Details
Avatar CareFabric - Appointment Time Zones
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Scheduling Calendar
  • CarePOV Management
  • Scheduling Calendar - Status Update
Scenario 1: Scheduling Calendar - Validate 'Time Zone' for individual appointments
Specific Setup:
  • A site is defined with hours for scheduling (Site A).
  • This site is configured for "US/Eastern" time zone. Please note: this is done in the 'Site Registration' form in Avatar NX.
  • One or more practitioners defined with hours for scheduling.
  • Multiple time zones must be selected in the 'Appointment Details Time Zone(s)' field in the 'Appointment Scheduling System Defaults' form.
  • For testing, "UTC-7 America/Denver (MT)" and "UTC-6 America/Chicago (CT)" will be used.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Select "Site A" in the 'Site' field.
  3. Right click in the 12:00PM time slot and click [Add Appointment].
  4. Validate the 'Appointment Start Time' field contains "12:00 PM".
  5. Validate the 'Appointment End Time' field contains "12:30 PM".
  6. Select the desired value in the 'Service Code' field.
  7. Select "Client A" in the 'Client' field.
  8. Validate the 'Time Zone' field is displayed.
  9. Please note: this field becomes visible when there are one or more selections made in the 'Appointment Details Time Zone(s)' field in the 'Appointment Scheduling System Defaults' form.
  10. Validate "UTC-5 US/Eastern (ET)" is populated by default in the 'Time Zone' field. This field will be populated by default based on the following logic:
  11. If 'Site Registration' has 'Time Zone' configured in Avatar NX, that will be the default value.
  12. If 'Site Registration' does not have 'Time Zone' configured but the logged in user has a 'Time Zone' configured in 'User Definition', that will be the default value.
  13. If 'Site Registration' does not have 'Time Zone' configured and the logged in user also does not have 'Time Zone' configured, the server time zone will be used.
  14. Please note: the time zones must be selected in the 'Appointment Scheduling System Defaults' form.
  15. Select "UTC-7 America/Denver (MT)" in the 'Time Zone' field.
  16. Click [Submit].
  17. Validate the appointment displays on the calendar from 2:00PM-2:30PM since "Site A" is configured for "US/Eastern" time.
  18. Hover over the appointment and validate a flyover is displayed with the following (Please note: the 'Appt Time Zone' and 'Appt Time Zone Adj. Times' will only be displayed when the time zone differs from the site/server time zone):
  19. Appt Time Zone: America/Denver
  20. Appt Time Zone Adj Start Time: 12:00 PM
  21. Appt Time Zone Adj End Time: 12:30 PM
  22. Right click on the appointment and click [View Summary].
  23. Validate the 'Appointment Detail' dialog contains:
  24. Appointment Start Time: 02:00 PM (US/Eastern)
  25. Appointment End Time: 02:30 PM
  26. Appt Time Zone: America/Denver
  27. Appt Time Zone Adj Start Time:12:00 PM
  28. Appt Time Zone Adj End Time:12:30 PM
  29. Click [Cancel] and [Dismiss].
  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 "AppointmentCreated" in the 'Event/Action Search' field.
  34. Click [View Activity Log].
  35. Validate the 'CareFabric Monitor Report' is displayed with an "AppointmentCreated" record.
  36. Click [Click To View Record].
  37. Validate the 'endDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone.
  38. Validate the 'startDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone.
  39. Close the report and the form.
  40. Access the 'Scheduling Calendar' form.
  41. Right click on the appointment for "Client A" and click [Status Update].
  42. Validate the 'Time Zone' field is displayed and contains "UTC-7 America/Denver (MT)".
  43. Select "UTC-6 America/Chicago (CT)" in the 'Time Zone' field.
  44. Click [Submit].
  45. Validate the appointment displays on the calendar from 1:00PM-1:30PM since "Site A" is configured for "US/Eastern" time.
  46. Hover over the appointment and validate a flyover is displayed with the following (Please note: the 'Appt Time Zone' and 'Appt Time Zone Adj. Times' will only be displayed when the time zone differs from the site/server time zone):
  47. Appt Time Zone: America/Chicago
  48. Appt Time Zone Adj Start Time: 12:00 PM
  49. Appt Time Zone Adj End Time: 12:30 PM
  50. Right click on the appointment and click [View Summary].
  51. Validate the 'Appointment Detail' dialog contains:
  52. Appointment Start Time: 01:00 PM (US/Eastern)
  53. Appointment End Time: 01:30 PM
  54. Appt Time Zone: America/Chicago
  55. Appt Time Zone Adj Start Time:12:00 PM
  56. Appt Time Zone Adj End Time:12:30 PM
  57. Click [Cancel] and [Dismiss].
  58. Access the 'CareFabric Monitor' form.
  59. Enter the current date in the 'From Date' and 'Through Date' fields.
  60. Select "Client A" in the 'Client ID' field.
  61. Select "AppointmentUpdated" in the 'Event/Action Search' field.
  62. Click [View Activity Log].
  63. Validate the 'CareFabric Monitor Report' is displayed with an "AppointmentUpdated" record.
  64. Click [Click To View Record].
  65. Validate the 'endDate' field contains the proper date/time based on "UTC-6 America/Chicago (CT)" time zone.
  66. Validate the 'startDate' field contains the proper date/time based on "UTC-6 America/Chicago (CT)" time zone.
  67. Close the report and the form.
Scenario 2: Scheduling Calendar - Validate 'Time Zone' for group appointments
Specific Setup:
  • A site is defined with hours for scheduling (Site A).
  • This site is configured for "US/Eastern" time zone. Please note: this is done in the 'Site Registration' form in Avatar NX.
  • One or more practitioners defined with hours for scheduling.
  • Multiple time zones must be selected in the 'Appointment Details Time Zone(s)' field in the 'Appointment Scheduling System Defaults' form.
  • For testing, "UTC-7 America/Denver (MT)" and "UTC-6 America/Chicago (CT)" will be used.
  • A group (Group A) is defined with two clients (Client A & Client B).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Select "Site A" in the 'Site' field.
  3. Right click in the 12:00PM time slot and click [Add Appointment].
  4. Validate the 'Appointment Start Time' field contains "12:00 PM".
  5. Validate the 'Appointment End Time' field contains "12:30 PM".
  6. Select the desired group service code in the 'Service Code' field.
  7. Select "Group A" in the 'Client' field.
  8. Validate the 'Time Zone' field is displayed.
  9. Please note: this field becomes visible when there are one or more selections made in the 'Appointment Details Time Zone(s)' field in the 'Appointment Scheduling System Defaults' form.
  10. Validate "UTC-5 US/Eastern (ET)" is populated by default in the 'Time Zone' field. This field will be populated by default based on the following logic:
  11. If 'Site Registration' has 'Time Zone' configured in Avatar NX, that will be the default value.
  12. If 'Site Registration' does not have 'Time Zone' configured but the logged in user has a 'Time Zone' configured in 'User Definition', that will be the default value.
  13. If 'Site Registration' does not have 'Time Zone' configured and the logged in user also does not have 'Time Zone' configured, the server time zone will be used.
  14. Please note: the time zones must be selected in the 'Appointment Scheduling System Defaults' form.
  15. Select "UTC-7 America/Denver (MT)" in the 'Time Zone' field.
  16. Click [Submit].
  17. Validate the appointment displays on the calendar from 2:00PM-2:30PM since "Site A" is configured for "US/Eastern" time.
  18. Hover over the appointment and validate a flyover is displayed with the following (Please note: the 'Appt Time Zone' and 'Appt Time Zone Adj. Times' will only be displayed when the time zone differs from the site/server time zone):
  19. Appt Time Zone: America/Denver
  20. Appt Time Zone Adj Start Time: 12:00 PM
  21. Appt Time Zone Adj End Time: 12:30 PM
  22. Right click on the appointment and click [View Summary].
  23. Validate the 'Appointment Detail' dialog contains:
  24. Appointment Start Time: 02:00 PM (US/Eastern)
  25. Appointment End Time: 02:30 PM
  26. Appt Time Zone: America/Denver
  27. Appt Time Zone Adj Start Time:12:00 PM
  28. Appt Time Zone Adj End Time:12:30 PM
  29. Click [Cancel] and [Dismiss].
  30. Access the 'CareFabric Monitor' form.
  31. Enter the current date in the 'From Date' and 'Through Date' fields.
  32. Select "AppointmentCreated" in the 'Event/Action Search' field.
  33. Click [View Activity Log].
  34. Validate the 'CareFabric Monitor Report' is displayed with an "AppointmentCreated" record for both "Client A" and "Client B".
  35. Click [Click To View Record] for "Client A".
  36. Validate the 'endDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone.
  37. Validate the 'startDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone.
  38. Navigate back to the main report.
  39. Click [Click To View Record] for "Client B".
  40. Validate the 'endDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone.
  41. Validate the 'startDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone.
  42. Close the report and the form.
  43. Access the 'Scheduling Calendar' form.
  44. Right click on the appointment for "Group A" and click [Status Update].
  45. Select "All Group Members" in the 'Group Member Selection' dialog.
  46. Validate the 'Scheduling Calendar - Status Update' form is displayed for "Client A".
  47. Validate the 'Time Zone' field is displayed and contains "UTC-7 America/Denver (MT)".
  48. Click [Submit].
  49. Validate the 'Scheduling Calendar - Status Update' form is displayed for "Client B".
  50. Validate the 'Time Zone' field is displayed and contains "UTC-7 America/Denver (MT)".
  51. Select "UTC-6 America/Chicago (CT)" in the 'Time Zone' field.
  52. Click [Submit].
  53. Validate the appointment still displays on the calendar at 2:00PM - 2:30PM. The time zone will display strictly based on the 'Appointment Details' for group appointments.
  54. Click [Dismiss].
  55. Access the 'CareFabric Monitor' form.
  56. Enter the current date in the 'From Date' and 'Through Date' fields.
  57. Select "AppointmentUpdated" in the 'Event/Action Search' field.
  58. Click [View Activity Log].
  59. Validate the 'CareFabric Monitor Report' is displayed with an "AppointmentUpdated" record for "Client A" and "Client B".
  60. Click [Click To View Record] for "Client A".
  61. Validate the 'endDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone.
  62. Validate the 'startDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone.
  63. Navigate back to the main report.
  64. Click [Click To View Record] for "Client B".
  65. Validate the 'endDate' field contains the proper date/time based on "UTC-6 America/Chicago (CT)" time zone.
  66. Validate the 'startDate' field contains the proper date/time based on "UTC-6 America/Chicago (CT)" time zone.
  67. Close the report and the form.
Scenario 3: Mobile Caregiver+ - Validate appointment 'Time Zone'
Specific Setup:
  • Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
  • A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
  • "Program A" has an associated location (Location A) with the following defined in 'Dictionary Update' for the "Client" file, "(10006 Location)" data element:
  • Extended dictionary data element "(587) Place Of Service (Mobile CareGiver+)" must be set to "Home" (unless an alternate address is being used).
  • If the above dictionary data element is not defined, then the extended dictionary data element "(579) Place Of Service (837 Electronic Billing)" will be used and must be set to "Home". If this dictionary data element is not defined, then "(578) Place Of Service (HCFA 24-B)" will be used and must be set to "Home".
  • A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
  • Dictionary values must be defined for the 'Other Tabled Files' - '(424) Available Electronic Visit Verification Tasks' Data Element in 'Dictionary Update (PM)'.
  • Must have a guarantor defined in the 'Guarantors/Payors' form (Guarantor A).
  • The following must be set in the "Electronic Visit Verification" section of the 'CarePOV Management' form:
  • "Yes" is selected in the 'Enable Mobile CareGiver+' field.
  • "Yes" is selected in the 'Send Non EVV Payers' field.
  • "No" is selected in the 'Require Authorization' field.
  • "Guarantor A" has a row with all fields populated in the 'Payor Program ID' grid.
  • A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
  • A practitioner must be defined as an EVV resource with hours for scheduling and has the following on file: 'Name', 'Date Of Birth', 'Cellular Telephone', 'Staff EVV ID', 'Email Address', and 'Staff EVV Type' (Practitioner A).
  • A site is defined with hours for scheduling (Site A).
  • This site is configured for "US/Eastern" time zone. Please note: this is done in the 'Site Registration' form in Avatar NX.
  • Multiple time zones must be selected in the 'Appointment Details Time Zone(s)' field in the 'Appointment Scheduling System Defaults' form.
  • For testing, "UTC-5 US/Eastern(ET)" and "UTC-6 America/Chicago (CT)" will be used.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Select "Site A" in the 'Site' field.
  3. Right click in the 4:00PM time slot and click [Add Appointment].
  4. Validate the 'Appointment Start Time' field contains "4:00 PM".
  5. Validate the 'Appointment End Time' field contains "4:30 PM".
  6. Select the desired value in the 'Service Code' field.
  7. Select "Client A" in the 'Client' field.
  8. Validate the 'Time Zone' field is displayed.
  9. Please note: this field becomes visible when there are one or more selections made in the 'Appointment Details Time Zone(s)' field in the 'Appointment Scheduling System Defaults' form.
  10. Validate "UTC-5 US/Eastern (ET)" is populated by default in the 'Time Zone' field.
  11. Select "UTC-6 America/Chicago (CT)" in the 'Time Zone' field.
  12. Click [Submit].
  13. Validate the appointment displays on the calendar from 5:00PM-5:30PM since "Site A" is configured for "US/Eastern" time.
  14. Hover over the appointment and validate a flyover is displayed with the following (Please note: the 'Appt Time Zone' and 'Appt Time Zone Adj. Times' will only be displayed when the time zone differs from the site/server time zone):
  15. Appt Time Zone: America/Chicago
  16. Appt Time Zone Adj Start Time: 04:00 PM
  17. Appt Time Zone Adj End Time: 04:30 PM
  18. Right click on the appointment and click [View Summary].
  19. Validate the 'Appointment Detail' dialog contains:
  20. Appointment Start Time: 05:00 PM (US/Eastern)
  21. Appointment End Time: 05:30 PM
  22. Appt Time Zone: America/Chicago
  23. Appt Time Zone Adj Start Time: 04:00 PM
  24. Appt Time Zone Adj End Time: 04:30 PM
  25. Click [Cancel] and [Dismiss].
  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 "EvvAppointmentUpdated" in the 'Event/Action Search' field.
  30. Click [View Activity Log].
  31. Validate the 'CareFabric Monitor Report' is displayed with an "EvvAppointmentUpdated" record.
  32. Click [Click To View Record].
  33. Validate the 'endDate' field contains the proper date/time based on "UTC-6 America/Chicago (CT)" time zone.
  34. Validate the 'startDate' field contains the proper date/time based on "UTC-6 America/Chicago (CT)" time zone.
  35. Close the report and the form.
Topics
• Scheduling Calendar • CareFabric Monitor • Electronic Visit Verification
Update 40 Summary | Details
ProviderConnect Enterprise - 'PutClient' SDK action
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).
Steps
  1. Select "Client A" and access the 'Update Client Data' form.
  2. Enter any zip code +4 code in the 'Client's Address - Zipcode' field.
  3. Select the desired value in the 'Marital Status' field.
  4. Select the desired value in the 'Sexual Orientation' field.
  5. Update any other desired fields.
  6. Click [Submit].
  7. Access the 'ProviderConnect Enterprise Action Log'.
  8. Enter the desired dates in the 'From Date' and 'Through Date' fields.
  9. Enter the desired times in the 'From Time' and 'Through Time' fields.
  10. Select the desired organization in the 'Managing Organization' field.
  11. Select "PutClient" in the 'Action Name' field.
  12. Click [View Action Log].
  13. Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
  14. Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutClient' action that was triggered from the 'Update Client Data' form with a "Success" result.
  15. Close the report and the form.
Avatar CareFabric - Financial Eligibility data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Financial Eligibility
Scenario 1: Financial Eligibility - Validate the 'InsurancePolicy' SDK events
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Financial Eligibility' form.
  2. Add a new guarantor and populate all required fields.
  3. Submit the form.
  4. Access the 'CareFabric Monitor' form.
  5. Enter the current date in 'From Date' and 'Through Date' fields.
  6. Select "Client A" in the 'Client ID' field.
  7. Click [View Activity Log].
  8. Validate the 'CareFabric Monitor Report' contains "ClientUpdated" and "InsurancePolicyCreated".
  9. Click [Click To View Record] for the "InsurancePolicyCreated" record.
  10. Validate the 'Financial Eligibility' data filed in the previous steps is displayed.
  11. Close the report and the form.
  12. Select "Client A" and access the 'Financial Eligibility' form.
  13. Delete the guarantor filed in the previous steps.
  14. Submit the form.
  15. Access the 'CareFabric Monitor' form.
  16. Enter the current date in 'From Date' and 'Through Date' fields.
  17. Select "Client A" in the 'Client ID' field.
  18. Click [View Activity Log].
  19. Validate the 'CareFabric Monitor Report' contains "ClientUpdated" and "InsurancePolicyDeleted".
  20. Click [Click To View Record] for the "InsurancePolicyDeleted" record.
  21. Validate the 'insurancePolicyID' - 'id' field contains the ID of the deleted policy.
  22. Close the report and the form.
Avatar CareFabric - Pregnancy data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Women's Health History
  • Dynamic Form - Pre-Display Confirmation
Scenario 1: 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 'accessTags' - 'type' field contains "tag-External".
  12. Validate the 'accessTags' - 'value' field contains the admission program code.
  13. Validate the 'clinicalStatusCode' - code' field contains the "Clinical Status - Pregnancy (FHIR)" extended dictionary code defined for the status selected.
  14. Validate the 'clinicalStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.164".
  15. Validate the 'clinicalStatusCode' - 'codeSystemName' field contains "Condition-Clinical".
  16. Validate the 'clinicalStatusCode' - 'displayName' field contains the "Clinical Status - Pregnancy (FHIR)" extended dictionary value defined for the status selected.
  17. Validate the 'verificationStatusCode' - code' field contains the "Verification Status (FHIR)" extended dictionary code defined for the status selected.
  18. Validate the 'verificationStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.166".
  19. Validate the 'verificationStatusCode' - 'codeSystemName' field contains "Condition-Ver-Status".
  20. Validate the 'verificationStatusCode' - 'displayName' field contains the "Verification Status (FHIR)" extended dictionary value defined for the status selected.
  21. Validate the 'programAdmissionID' - 'id' field contains an ID in the format of PATID||Episode.
  22. Close the report and the form.
  23. Select "Client A" and access the 'Women's Health History' form.
  24. Select the record filed in the previous steps and click [Edit].
  25. Enter the desired value in the 'Pregnancy End Date' field.
  26. Select any new value in the 'Pregnant Status' field.
  27. Click [Submit].
  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. Select "PregnancyUpdated" in the 'Event/Action Search' field.
  32. Click [View Activity Log].
  33. Validate the 'accessTags' - 'type' field contains "tag-External".
  34. Validate the 'accessTags' - 'value' field contains the admission program code.
  35. Validate the 'clinicalStatusCode' - code' field contains the "Clinical Status - Pregnancy (FHIR)" extended dictionary code defined for the status selected.
  36. Validate the 'clinicalStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.164".
  37. Validate the 'clinicalStatusCode' - 'codeSystemName' field contains "Condition-Clinical".
  38. Validate the 'clinicalStatusCode' - 'displayName' field contains the "Clinical Status - Pregnancy (FHIR)" extended dictionary value defined for the status selected.
  39. Validate the 'endDate' field contains the 'Pregnancy End Date'.
  40. Validate the 'startDate' field contains the 'Pregnancy Start Date'.
  41. Validate the 'verificationStatusCode' - code' field contains the "Verification Status (FHIR)" extended dictionary code defined for the status selected.
  42. Validate the 'verificationStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.166".
  43. Validate the 'verificationStatusCode' - 'codeSystemName' field contains "Condition-Ver-Status".
  44. Validate the 'verificationStatusCode' - 'displayName' field contains the "Verification Status (FHIR)" extended dictionary value defined for the status selected.
  45. Close the report and the form.
Avatar CareFabric - 'EhrAssessmentResult' SDK events
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CSI Assessment
  • Cal-OMS Youth/Detox Discharge
  • Registry Settings (PM)
  • Financial Investigation
  • Cal-OMS Admission
  • Cal-OMS Annual Update
  • Cal-OMS Discharge
  • Cal-OMS Administrative Discharge
  • CSI Admission
Scenario 1: File the 'CSI Assessment' form and validate the 'EhrAssessmentResultCreated' event
Specific Setup:
  • At least one program has a value of 'Yes' in 'Mental Health Program (CSI)'.
  • A client has been admitted to the above program with yesterday's date (Client A).
Steps
  1. Select "Client A" and access the 'CSI Assessment' form.
  2. Select "Client A's" CSI Episode in the Pre-Display and click [OK].
  3. Enter the current date in the 'Date Of First Contact To Request Services' field.
  4. Enter the current date in the 'Assessment Appointment First Offer Date' field.
  5. Populate all other required and desired fields.
  6. Click [Submit].
  7. Access the 'CareFabric Monitor' form.
  8. Enter the current date in the 'From Date' and 'Through Date' fields.
  9. Enter "Client A" in the 'Client ID' field.
  10. Click [View Activity Log].
  11. Validate the 'CareFabric Monitor Report' is displayed and contains an 'EhrAssessmentResultCreated' event.
  12. Select the 'EhrAssessmentResultCreated' event and click [Click To View Record].
  13. Validate the 'assessmentDate' field contains the current date.
  14. Validate all filed information is populated.
  15. Close the report and form.
Scenario 2: File the 'Cal-OMS Admission' form and validate the 'EhrAssessmentResultCreated' event
Specific Setup:
  • At least one program has a value of 'Yes' in 'Substance Abuse Program (Cal-OMS)'.
  • A client has been admitted to the above program (Client A).
  • Client A has no existing Cal-OMS Admission record.
Steps
  1. Select "Client A" and access the 'Cal-OMS Admission' form.
  2. Select "Client A's" Cal-OMS episode from the Pre-Display and click [OK].
  3. Enter the current date in the 'Admission Date' field.
  4. Select the program from the pre-conditions in the 'Location of Admission' field.
  5. Select the desired value in the 'Level of Care Admitted' field.
  6. Populate all other required and desired fields.
  7. Click [Submit] and [Continue Filing].
  8. Access the 'CareFabric Monitor' form.
  9. Enter the current date in the 'From Date' and 'Through Date' fields.
  10. Enter "Client A" in the 'Client ID' field.
  11. Click [View Activity Log].
  12. Validate the 'CareFabric Monitor Report' is displayed and contains an 'EhrAssessmentResultCreated' event.
  13. Select the 'EhrAssessmentResultCreated' event and click [Click To View Record].
  14. Validate the 'assessmentDate' field contains the current date.
  15. Validate all filed information is populated.
  16. Close the report and form.
Topics
• Update Client Data • ProviderConnect Enterprise • Financial Eligibility • Women's Health History • CSI Assessment • CareFabric • Cal-OMS
Update 41 Summary | Details
CareFabric Assessment Mapping - Support for Signature fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Assessment Management
  • CareFabric Assessment Mapping
  • Consumer Portal
Scenario 1: CareFabric Assessment Mapping - Validate assessments with signatures from myHealthPointe
Specific Setup:
  • Avatar CareFabric must be configured to integrate with myHealthPointe.
  • A modeled form must be defined in Avatar with the following (Avatar Form):
  • 'Text' field
  • 'Signature' field
  • 'Draft/Final' field
  • A form must be defined in myHealthPointe with the following (MHP Form):
  • 'Text' field
  • 'Signature' field
  • The details from the "MHP Form" must have been sent to Avatar from myHealthPointe.
  • In 'CareFabric Assessment Management', "Yes" must be selected in the 'Save Draft Documents' field for the "MHP Form".
  • A client is enrolled in an existing episode with the following (Client A):
  • 'Date of Birth' on file
  • 'Email Address' on file
  • Login credentials for myHealthPointe
  • "MHP Form" awaiting completion in myHealthPointe
Steps
  1. Access the 'CareFabric Assessment Mapping' form.
  2. Select "MHP Form" in the 'Select Assessment' field.
  3. Select "Avatar Form" in the 'Selected Modeled Form' field.
  4. Click [Launch Mapping Grid].
  5. Validate the 'CareFabric Assessment Mapping' grid is displayed.
  6. Click [New Row].
  7. Select the 'Text' field in the 'Product/Modeled Form Field' field.
  8. Select the 'Text' field in the 'Assessment Field' field.
  9. Click [New Row].
  10. Select the 'Signature' field in the 'Product/Modeled Form Field' field.
  11. Select the 'Signature' field in the 'Assessment Field' field.
  12. Click [Save], [Yes], and [File Mappings].
  13. Close the form.
  14. Log in to the myHealthPointe Consumer Portal for "Client A".
  15. Navigate to the 'Documents Awaiting Completion'.
  16. For the "MHP Form", click [Review and Complete].
  17. Enter the desired value in the 'Text' field.
  18. Sign in the 'Signature' field.
  19. Complete the form.
  20. Please note: the form may take a few minutes to send to Avatar, it is not instantaneous.
  21. Select "Client A" and access the "Avatar Form".
  22. Validate the record sent from myHealthPointe is displayed.
  23. Click [Edit].
  24. Validate the 'Text' filed in myHealthPointe displays as expected.
  25. Validate the 'Signature' filed in myHealthPointe displays as expected.
  26. Close the form.
Topics
• myHealthPointe • CareFabric Assessment Mapping
Update 42 Summary | Details
Avatar CareFabric - 'StaffMember' actions and events
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Practitioner Enrollment
Scenario 1: Validate the 'StaffMemberUpdated' SDK event when 'Default Supervisor' is defined
Specific Setup:
  • Two users are defined with associated staff members (User A & User B).
Steps
  1. Access the 'User Definition' form.
  2. Select "User A" in the 'Select User' field.
  3. Select the "Document Routing" section.
  4. Select "Yes" in the 'Supervisor Approval Required for Documents' field.
  5. Select "User B" in the 'Default Supervisor' field.
  6. Submit the form.
  7. Access the 'CareFabric Monitor' form.
  8. Enter the current date in the 'From Date' and 'Through Date' fields.
  9. Select "StaffMemberUpdated" in the 'Event/Action Search' field.
  10. Click [View Activity Log].
  11. Validate the 'CareFabric Monitor Report' is displayed and contains a "StaffMemberUpdated" record.
  12. Click [Click to View Record].
  13. Validate the 'supervisorStaffMemberID' - 'humanReadableValue' field contains the name of the staff member associated to "User B".
  14. Validate the 'supervisorStaffMemberID' - 'id' field contains the ID of the staff member associated to "User B".
  15. Close the report and the form.
  16. Access the 'User Definition' form.
  17. Select "User A" in the 'Select User' field.
  18. Select the "Document Routing" section.
  19. Remove the value in the 'Default Supervisor' field.
  20. Submit the form.
  21. Access the 'CareFabric Monitor' form.
  22. Enter the current date in the 'From Date' and 'Through Date' fields.
  23. Select "StaffMemberUpdated" in the 'Event/Action Search' field.
  24. Click [View Activity Log].
  25. Validate the 'CareFabric Monitor Report' is displayed and contains a "StaffMemberUpdated" record.
  26. Click [Click to View Record].
  27. Validate the 'supervisors' field does not contain any value.
  28. Close the report and the form.
Topics
• User Definition • User Role Definition • CareFabric Monitor
Update 43 Summary | Details
Avatar CareFabric - support for 'Allergies and Hypersensitivities'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Allergies and Hypersensitivities
Scenario 1: 'Allergies and Hypersensitivities' form - Validate the 'AllergyCreated' and 'AllergyUpdated' SDK events
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Must have the following dictionary values defined for the "(10001) Status" CWS dictionary for 'Allergy Status':
  • (C) Confirmed
  • (I) Inactive
  • The following extended dictionaries must be defined for the "(10001) Status" CWS dictionary values for 'Allergy Status':
  • (13006) ONC Clinical Status
  • (13007) ONC Verified Status
Steps
  1. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  2. Click [Update] and [New Row].
  3. Enter the desired new allergy.
  4. Select "Confirmed" in the 'Status' field.
  5. Populate any other required and desired fields.
  6. Click [Save] and [Submit].
  7. Access the 'CareFabric Monitor' form.
  8. Enter the current date in the 'From Date' and 'Through Date' fields.
  9. Click [View Activity Log].
  10. Validate the 'CareFabric Monitor Report' contains a "AllergyCreated" record.
  11. Click [Click To View Record].
  12. Validate the 'allergyHistory' section is displayed with the following fields populated within it:
  13. 'clinicalStatusCode'
  14. 'historyActionCode'
  15. 'severityCode'
  16. 'statusCode'
  17. 'verificationStatusCode'
  18. 'vocabularies'
  19. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  20. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  21. Validate the 'clientID' - 'id' field contains "Client A".
  22. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the status selected.
  23. Validate the 'clinicalStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.1372".
  24. Validate the 'clinicalStatusCode' - 'codeSystemName' field contains "Clinical Status".
  25. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the status selected.
  26. Validate the 'statusCode' - 'displayName' field contains "Confirmed".
  27. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the status selected.
  28. Validate the 'verificationStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.1370".
  29. Validate the 'verificationStatusCode' - 'codeSystemName' field contains "Verification Status".
  30. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the status selected.
  31. Validate all other allergy data displays as expected.
  32. Close the report and the form.
  33. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  34. Click [Update].
  35. Validate the 'Allergies' grid contains the allergy filed in the previous steps.
  36. Select "Inactive" in the 'Status' field.
  37. Click [Save] and [Submit].
  38. Access the 'CareFabric Monitor' form.
  39. Enter the current date in the 'From Date' and 'Through Date' fields.
  40. Click [View Activity Log].
  41. Validate the 'CareFabric Monitor Report' contains a "AllergyUpdated" record.
  42. Click [Click To View Record].
  43. Validate the 'allergyHistory' section is displayed with the following fields populated within it:
  44. 'clinicalStatusCode'
  45. 'historyActionCode'
  46. 'severityCode'
  47. 'statusCode'
  48. 'verificationStatusCode'
  49. 'vocabularies'
  50. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  51. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  52. Validate the 'clientID' - 'id' field contains "Client A".
  53. Validate the 'allergyHistory' on payload - 'lastUpdatedByStaffMemberID':{"humanReadableValue":null, "id":"000064", "scopeID":"SDK_AVPM!SBOX:QA"}, "lastUpdatedByTypeCode":null, "lastUpdatedDate":"2024-06-03T08:58:00.000-04:00",
  54. Validate the 'clinicalStatusCode' - 'code' field contains the "ONC Clinical Status" extended dictionary code defined for the new status selected.
  55. Validate the 'clinicalStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.1372".
  56. Validate the 'clinicalStatusCode' - 'codeSystemName' field contains "Clinical Status".
  57. Validate the 'clinicalStatusCode' - 'displayName' field contains the "ONC Clinical Status" extended dictionary value defined for the new status selected.
  58. Validate the 'statusCode' - 'displayName' field contains "Inactive".
  59. Validate the 'verificationStatusCode' - 'code' field contains the "ONC Verified Status" extended dictionary code defined for the new status selected.
  60. Validate the 'verificationStatusCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.1370".
  61. Validate the 'verificationStatusCode' - 'codeSystemName' field contains "Verification Status".
  62. Validate the 'verificationStatusCode' - 'displayName' field contains the "ONC Verified Status" extended dictionary value defined for the new status selected.
  63. Validate all other allergy data displays as expected.
  64. Close the report and the form.
Topics
• Allergies • CareFabric Monitor
Update 44 Summary | Details
Avatar CareFabric - 'Client' SDK events
Scenario 1: Admission - Validate the 'ClientCreated' SDK event
Specific Setup:
  • The 'Client Demographics - Additional Fields' registry setting must be set to include "Personal Pronouns".
Steps
  1. Access the 'Admission' form.
  2. Verify the 'Select Client' dialog is displayed.
  3. Enter any new value in the 'Last Name' field.
  4. Enter any new value in the 'First Name' field.
  5. Select any value in the 'Sex' field.
  6. Click [Search].
  7. Validate a "Search Results" message is displayed stating: No matches found.
  8. Click [New Client].
  9. Validate a "Client" message is displayed stating: Auto Assign Next ID Number?
  10. Click [Yes].
  11. Enter any value in the 'Date of Birth' field.
  12. Enter the current date in the 'Preadmit/Admission Date' field.
  13. Enter the current time in the 'Preadmit/Admission Time' field.
  14. Select any outpatient program in the 'Program' field.
  15. Select any value in the 'Type Of Admission' field.
  16. Select the desired practitioner in the 'Admitting Practitioner' field.
  17. Populate any other required and desired fields.
  18. Navigate to 'Client Demographics' section.
  19. Enter the desired value in the 'Personal Pronouns' field.
  20. Select the desired value in the 'Military Related Disability' field.
  21. Select the desired value in the 'Veteran' field.
  22. Select the desired value in the 'Military Branch Of Service' field.
  23. Enter the desired dates in the 'Military Service From' and 'Military Service To' fields.
  24. Click [Submit].
  25. Access the 'CareFabric Monitor' form.
  26. Enter the current date in the 'From Date' field.
  27. Enter the current date in the 'Through Date' field.
  28. Enter the client admitted in the previous steps in the 'Client ID' field.
  29. Click [View Activity Log].
  30. Select "ClientCreated" in the 'Activity Type' field.
  31. Click [Click to View Record]
  32. Validate the 'clientID' - 'id' field contains the ID for the newly admitted client.
  33. Validate the 'personalPronouns' - 'code' field contains the value entered in the 'Personal Pronouns' field.
  34. Validate the 'personalPronouns' - 'displayName' field contains the value entered in the 'Personal Pronouns' field.
  35. Validate the 'militaryService' - 'isMilitaryRelatedDisability' field contains "true" or "false" based on the value selected in the 'Military Related Disability' field.
  36. Validate the 'militaryService' - 'isVeteran' field contains "true" or "false" based on the value selected in the 'Veteran' field.
  37. Validate the 'militaryBranchOfServiceCode' - 'code' field contains the code associated to the value selected in the 'Military Branch Of Service' field.
  38. Validate the 'militaryBranchOfServiceCode' - 'displayName' field contains the value selected in the 'Military Branch Of Service' field.
  39. Validate the 'militaryService' - 'militaryServiceDateRange' - 'fromDate' field contains the date entered in the 'Military Service From' field.
  40. Validate the 'militaryService' - 'militaryServiceDateRange' - 'toDate' field contains the date entered in the 'Military Service To' field.
  41. Close the report and the form.
Scenario 2: CareFabric Monitor - Validate the 'ClientUpdated' SDK event
Specific Setup:
  • The 'Client Demographics - Additional Fields' registry setting must be set to include "Personal Pronouns".
  • A client is enrolled in an existing episode (Client A).
  • This client must have had 'Client Merge' performed prior where all client data was merged through a single filing.
Steps
  1. Select "Client A" and access the 'Update Client Data' form.
  2. Enter the desired value in the 'Personal Pronouns' field.
  3. Select the desired value in the 'Veteran' field.
  4. Select the desired value in the 'Military Related Disability' field.
  5. Select the desired value in the 'Military Branch Of Service' field.
  6. Enter the desired dates in the 'Military Service From' and 'Military Service To' fields.
  7. Click [Submit].
  8. Access the 'CareFabric Monitor' form.
  9. Enter the current date in the 'From Date' field.
  10. Enter the current date in the 'Through Date' field.
  11. Enter "Client A" in the 'Client ID' field.
  12. Enter "ClientUpdated" in the 'Event/Action Search' field.
  13. Click [View Activity Log].
  14. Validate the 'CareFabric Monitor Report' contains a "ClientUpdated" record for "Client A".
  15. Select the "ClientUpdated" record and click [Click To View Record].
  16. Validate the report contains the updated data for "Client A".
  17. Validate the 'personalPronouns' - 'code' field contains the value entered in the 'Personal Pronouns' field.
  18. Validate the 'personalPronouns' - 'displayName' field contains the value entered in the 'Personal Pronouns' field.
  19. Validate the 'mergedClientIDs' - 'id' field contains the client ID from the 'Client Merge' performed in the pre-conditions.
  20. Validate the 'militaryService' - 'isMilitaryRelatedDisability' field contains "true" or "false" based on the value selected in the 'Military Related Disability' field.
  21. Validate the 'militaryService' - 'isVeteran' field contains "true" or "false" based on the value selected in the 'Veteran' field.
  22. Validate the 'militaryBranchOfServiceCode' - 'code' field contains the code associated to the value selected in the 'Military Branch Of Service' field.
  23. Validate the 'militaryBranchOfServiceCode' - 'displayName' field contains the value selected in the 'Military Branch Of Service' field.
  24. Validate the 'militaryService' - 'militaryServiceDateRange' - 'fromDate' field contains the date entered in the 'Military Service From' field.
  25. Validate the 'militaryService' - 'militaryServiceDateRange' - 'toDate' field contains the date entered in the 'Military Service To' field.
  26. Close the report.
Topics
• Admission • CareFabric • Update Client Data • CareFabric Monitor
Update 45 Summary | Details
Avatar CareFabric - Clinical Notes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Notes Mapping
  • Ambulatory Progress Notes
  • Progress Notes (Group and Individual)
Scenario 1: Clinical Notes Mapping - Ambulatory Progress Notes - Validate the 'ClinicalNoteFinalized' SDK event
Specific Setup:
  • A client is enrolled in an outpatient episode (Client A).
  • The 'Ambulatory Progress Notes' form is flagged in the 'Flag Assessment Forms' form.
Steps
  1. Access the 'Clinical Notes Mapping' form.
  2. Select "Clinical Summary" in the 'Type of CCDA Document' field.
  3. Select "[Avatar CWS] Ambulatory Progress Notes (CWS7001)" in the 'Care Record Form to Map' field.
  4. Select "Activities" in the 'Note Type to Map' field.
  5. Validate the 'CCDA Document Title' field contains "Clinical Summary".
  6. Select "Allergies and Intolerances" in the 'Standard Sections To Include To CCD' field.
  7. Select "Yes" in the 'Enabled' field.
  8. Click [New Row] in the 'Field Settings' grid.
  9. Select "Health Concerns" in the 'CCDA Field Name' field.
  10. Select "[Avatar CWS] Health and Review of Systems (CWS42000)" in the 'Care Record Form/Assessment' field.
  11. Select "Family History" in the 'Care Record Field Name' field.
  12. Click [Submit] and close the form.
  13. Select "Client A" and access the 'Health and Review of Systems' form.
  14. Enter the current date in the 'Assessing Date' field.
  15. Select the desired value in the 'Type of Client' field.
  16. Enter the desired value in the 'Family History' field.
  17. Select the desired value in the 'Include In Syndromic Reporting' field.
  18. Populate any other desired fields.
  19. Select "Final" in the 'Draft/Final' field.
  20. Click [Submit] and close the form.
  21. Select "Client A" and access the 'Ambulatory Progress Notes' form.
  22. Select "Independent Note" in the 'Progress Note For' field.
  23. Select "Activities" in the 'Note Type' field.
  24. Enter the desired value in the 'Notes Field' field.
  25. Validate the 'Are you releasing to myHealthPointe or External providers?' field is visible and required. Please note: this field will only become visible when a note type that is mapped in the 'Clinical Notes Mapping' form is selected for the progress note form being used.
  26. Validate the 'Reason for Not Releasing to myHealthPointe' field is displayed and initially disabled.
  27. Select "myHealthPointe" in the 'Are you releasing to myHealthPointe or External providers?' field.
  28. Validate the 'Reason for Not Releasing to myHealthPointe' field is disabled.
  29. Select "Both" in the 'Are you releasing to myHealthPointe or External providers?' field.
  30. Validate the 'Reason for Not Releasing to myHealthPointe' field is disabled.
  31. Select "External" in the 'Are you releasing to myHealthPointe or External providers?' field.
  32. Validate the 'Reason for Not Releasing to myHealthPointe' field is now enabled and required.
  33. Select "None" in the 'Are you releasing to myHealthPointe or External providers?' field.
  34. Validate 'Reason for Not Releasing to myHealthPointe' field is now enabled and required.
  35. Enter any value in the 'Reason for Not Releasing to myHealthPointe' field.
  36. Select "Final" in the 'Draft/Final' field.
  37. Click [Submit] and close the form.
  38. Access the 'CareFabric Monitor' form.
  39. Enter the current date in the 'From Date' and 'Through Date' fields.
  40. Select "Client A" in the 'Client ID' field.
  41. Select "ClinicalNoteFinalized" in the 'Event/Action Search' field.
  42. Click [View Activity Log].
  43. Validate a 'ClinicalNoteFinalized' record is displayed.
  44. Click [Click To View Record].
  45. Validate the 'documentDescription' field contains "Clinical Summary".
  46. Validate the 'documentID' - 'id' field contains a unique identifier.
  47. Validate the 'documentTitle' field contains "Clinical Summary".
  48. Validate the 'healthConcerns' field contains the 'Family History' filed in the 'Health and Review of Systems' form.
  49. Validate the 'includedSectionCodes' - 'code' field contains "Allergies and Intolerances".
  50. Validate the 'includedSectionCodes' - 'displayName' field contains "Allergies and Intolerances".
  51. Validate the 'isReleaseExternal' field contains "false".
  52. Validate the 'isReleaseToPatient' field contains "false".
  53. Close the report and the form.
Scenario 2: Clinical Notes Mapping - Progress Notes (Group and Individual) - Validate the 'ClinicalNoteFinalized' SDK event
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • The 'Progress Notes (Group and Individual)' form is flagged in the 'Flag Assessment Forms' form.
Steps
  1. Access the 'Clinical Notes Mapping' form.
  2. Select "Progress Note" in the 'Type of CCDA Document' field.
  3. Select "[Avatar CWS] Progress Notes (Group and Individual) (CWSPN22000)" in the 'Care Record Form to Map' field.
  4. Select "Activities" in the 'Note Type to Map' field.
  5. Validate the 'CCDA Document Title' field contains "Progress Note".
  6. Select "Social History" in the 'Standard Sections To Include To CCD' field.
  7. Select "Yes" in the 'Enabled' field.
  8. Click [New Row] in the 'Field Settings' grid.
  9. Select "History of Present Illness" in the 'CCDA Field Name' field.
  10. Select "[Avatar CWS] Health and Review of Systems (CWS42000)" in the 'Care Record Form/Assessment' field.
  11. Select "Past History" in the 'Care Record Field Name' field.
  12. Click [Submit] and close the form.
  13. Select "Client A" and access the 'Health and Review of Systems' form.
  14. Enter the current date in the 'Assessing Date' field.
  15. Select the desired value in the 'Type of Client' field.
  16. Enter the desired value in the 'Past History' field.
  17. Select the desired value in the 'Include In Syndromic Reporting' field.
  18. Populate any other desired fields.
  19. Select "Final" in the 'Draft/Final' field.
  20. Click [Submit] and close the form.
  21. Access the 'Progress Notes (Group and Individual)' form.
  22. Select "Client A" in the 'Select Client' field.
  23. Select the existing episode in the 'Select Episode' field.
  24. Select "New Service" in the 'Progress Note For' field.
  25. Select "Activities" in the 'Note Type' field.
  26. Enter the desired value in the 'Notes Field' field.
  27. Select the desired practitioner in the 'Practitioner' field.
  28. Enter the current date in the 'Date Of Service' field.
  29. Select the desired service code in the 'Service Charge Code' field.
  30. Validate the 'Are you releasing to myHealthPointe or External providers?' field is visible and required. Please note: this field will only become visible when a note type that is mapped in the 'Clinical Notes Mapping' form is selected for the progress note form being used.
  31. Validate the 'Reason for Not Releasing to myHealthPointe' field is displayed and initially disabled.
  32. Select "myHealthPointe" in the 'Are you releasing to myHealthPointe or External providers?' field.
  33. Validate the 'Reason for Not Releasing to myHealthPointe' field is disabled.
  34. Select "Both" in the 'Are you releasing to myHealthPointe or External providers?' field.
  35. Validate the 'Reason for Not Releasing to myHealthPointe' field is disabled.
  36. Select "External" in the 'Are you releasing to myHealthPointe or External providers?' field.
  37. Validate the 'Reason for Not Releasing to myHealthPointe' field is now enabled and required.
  38. Select "None" in the 'Are you releasing to myHealthPointe or External providers?' field.
  39. Validate the 'Reason for Not Releasing to myHealthPointe' field is now enabled and required.
  40. Enter any value in the 'Reason for Not Releasing to myHealthPointe' field.
  41. Select "Final" in the 'Draft/Final' field.
  42. Click [File Note].
  43. Validate a message is displayed stating: Note Filed.
  44. Click [OK] and close the form.
  45. Access the 'CareFabric Monitor' form.
  46. Enter the current date in the 'From Date' and 'Through Date' fields.
  47. Select "Client A" in the 'Client ID' field.
  48. Select "ClinicalNoteFinalized" in the 'Event/Action Search' field.
  49. Click [View Activity Log].
  50. Validate a 'ClinicalNoteFinalized' record is displayed.
  51. Click [Click To View Record].
  52. Validate the 'documentDescription' field contains "Progress Note".
  53. Validate the 'documentID' - 'id' field contains a unique identifier.
  54. Validate the 'documentTitle' field contains "Progress Note".
  55. Validate the 'historyOfPresentIllness' field contains the 'Past History' filed in the 'Health and Review of Systems' form.
  56. Validate the 'includedSectionCodes' - 'code' field contains "Social History".
  57. Validate the 'includedSectionCodes' - 'displayName' field contains "Social History".
  58. Validate the 'isReleaseExternal' field contains "false".
  59. Validate the 'isReleaseToPatient' field contains "false".
  60. Close the report and the form.
Scenario 3: Clinical Notes Mapping - Inpatient Progress Notes - Validate the 'ClinicalNoteFinalized' SDK event
Specific Setup:
  • A client is enrolled in an inpatient episode (Client A).
  • The 'Inpatient Progress Notes' form is flagged in the 'Flag Assessment Forms' form.
Steps
  1. Access the 'Clinical Notes Mapping' form.
  2. Select "Clinical Summary" in the 'Type of CCDA Document' field.
  3. Select "[Avatar CWS] Inpatient Progress Notes (CWS7000)" in the 'Care Record Form to Map' field.
  4. Select "Activities" in the 'Note Type to Map' field.
  5. Validate the 'CCDA Document Title' field contains "Clinical Summary".
  6. Select "Allergies and Intolerances" in the 'Standard Sections To Include To CCD' field.
  7. Select "Yes" in the 'Enabled' field.
  8. Click [New Row] in the 'Field Settings' grid.
  9. Select "Chief Complaint" in the 'CCDA Field Name' field.
  10. Select "[Avatar CWS] Health and Review of Systems (CWS42000)" in the 'Care Record Form/Assessment' field.
  11. Select "Chief Complaint" in the 'Care Record Field Name' field.
  12. Click [Submit] and close the form.
  13. Select "Client A" and access the 'Health and Review of Systems' form.
  14. Enter the current date in the 'Assessing Date' field.
  15. Select the desired value in the 'Type of Client' field.
  16. Enter the desired value in the 'Chief Complaint' field.
  17. Select the desired value in the 'Include In Syndromic Reporting' field.
  18. Populate any other desired fields.
  19. Select "Final" in the 'Draft/Final' field.
  20. Click [Submit] and close the form.
  21. Select "Client A" and access the 'Inpatient Progress Notes' form.
  22. Select "Independent Note" in the 'Progress Note For' field.
  23. Select "Activities" in the 'Note Type' field.
  24. Enter the desired value in the 'Notes Field' field.
  25. Validate the 'Are you releasing to myHealthPointe or External providers?' field is visible and required. Please note: this field will only become visible when a note type that is mapped in the 'Clinical Notes Mapping' form is selected for the progress note form being used.
  26. Validate the 'Reason for Not Releasing to myHealthPointe' field is displayed and initially disabled.
  27. Select "myHealthPointe" in the 'Are you releasing to myHealthPointe or External providers?' field.
  28. Validate the 'Reason for Not Releasing to myHealthPointe' field is disabled.
  29. Select "Both" in the 'Are you releasing to myHealthPointe or External providers?' field.
  30. Validate the 'Reason for Not Releasing to myHealthPointe' field is disabled.
  31. Select "External" in the 'Are you releasing to myHealthPointe or External providers?' field.
  32. Validate the 'Reason for Not Releasing to myHealthPointe' field is now enabled and required.
  33. Select "None" in the 'Are you releasing to myHealthPointe or External providers?' field.
  34. Validate the 'Reason for Not Releasing to myHealthPointe' field is now enabled and required.
  35. Enter any value in the 'Reason for Not Releasing to myHealthPointe' field.
  36. Select "Final" in the 'Draft/Final' field.
  37. Click [Submit] and close the form.
  38. Access the 'CareFabric Monitor' form.
  39. Enter the current date in the 'From Date' and 'Through Date' fields.
  40. Select "Client A" in the 'Client ID' field.
  41. Select "ClinicalNoteFinalized" in the 'Event/Action Search' field.
  42. Click [View Activity Log].
  43. Validate a 'ClinicalNoteFinalized' record is displayed.
  44. Click [Click To View Record].
  45. Validate the 'chiefComplaint' field contains the 'Chief Complaint' filed in the 'Health and Review of Systems' form.
  46. Validate the 'documentDescription' field contains "Clinical Summary".
  47. Validate the 'documentID' - 'id' field contains a unique identifier.
  48. Validate the 'documentTitle' field contains "Clinical Summary".
  49. Validate the 'includedSectionCodes' - 'code' field contains "Allergies and Intolerances".
  50. Validate the 'includedSectionCodes' - 'displayName' field contains "Allergies and Intolerances".
  51. Validate the 'isReleaseExternal' field contains "false".
  52. Validate the 'isReleaseToPatient' field contains "false".
  53. Close the report and the form.
Topics
• Progress Notes • Clinical Notes Mapping
Update 46 Summary | Details
Avatar CareFabric - Missed Visits
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Scheduling Calendar
  • Clinical Document Viewer
  • Client Ledger
  • Scheduling Calendar - Status Update
  • Diagnosis
  • Document.Mental Status Exam
Scenario 1: Validate group missed visit functionality via the 'PutAppointment' SDK action
Steps
  • Internal testing only.
Scenario 2: Validate individual missed visit functionality via the 'PutAppointment' SDK action
Steps
  • Internal testing only.
Topics
• CareFabric • Scheduling Calendar
Update 47 Summary | Details
Avatar CareFabric - User-Modeled Data
Scenario 1: Validate the 'GetValueSet' SDK action
Steps
  • Internal testing only.
Scenario 2: Validate the 'GetEhrAssessmentDisplayPlan' SDK action
Steps
  • Internal testing only.
Scenario 3: Validate the 'SearchEhrAssessmentDisplayPlan' SDK action
Steps
  • Internal testing only.
Scenario 4: Validate the 'ListValueSets' SDK action
Steps
  • Internal testing only.
Scenario 5: Validate the 'PutEhrAssessmentDocument' SDK action
Steps
  • Internal testing only.
Topics
• CareFabric
Update 48 Summary | Details
Avatar CareFabric - 'TeleHealthAppointment' SDK events
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
Scenario 1: Schedule a TeleHealth appointment with a TeleHealth service code and validate the TeleHealthAppointmentCreated/Updated/Deleted SDK events
Specific Setup:
  • A service code must be defined as a "Telehealth Service" in the 'Service Codes' form.
  • A client is enrolled in an existing episode and has a phone number and email filed (Client A).
  • A user is defined in 'User Definition' that has the following: "TeleHealth" selected in the 'Netsmart Mobile App Access' field, "System Admin" selected in the 'Netsmart Mobile App User Role' field, an email filed in the 'Organizational Email Address' field, and an associated staff member that has hours for scheduling (Practitioner A).
  • The 'Validate Practitioner for Netsmart Telehealth Appointments' registry setting is set to "Y".
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' for "Practitioner A" and click [Add Appointment].
  3. Enter the TeleHealth Service Code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select a non-TeleHealth location in the 'Location' field.
  6. Click [Submit].
  7. Validate the 'Appointment Grid' contains the new appointment.
  8. Click [Dismiss].
  9. Access the 'CareFabric Monitor' form.
  10. Enter the current date in the 'From Date' and 'Through Date' fields.
  11. Enter "TeleHealthAppointmentCreated" in the 'Event/Action Search' field.
  12. Click [View Activity Log].
  13. Validate the 'CareFabric Monitor Report' field contains a "TeleHealthAppointmentCreated" record.
  14. Click [Click To View Record].
  15. Validate the 'isReoccuringAppointment" contains "false".
  16. Validate the 'appointmentDateRange' - 'fromDate' field contains the appointment start date/time.
  17. Validate the 'appointmentDateRange' - 'toDate' field contains the appointment end date/time.
  18. Validate the 'participants' - 'email' field contains "Client A's" email.
  19. Validate the 'participantID' - 'id' field contains "Client A's" ID.
  20. Validate the 'participantName' field contains "Client A's" name in the format of LAST,FIRST.
  21. Validate the 'phoneNumber' field contains "Client A's" phone number.
  22. Validate the 'typeCode' - 'code' field contains "CLIENT".
  23. Validate the 'typeCode' - 'isActive' field contains "true".
  24. Validate the 'programCode' - 'code' field contains "Client A's" program code.
  25. Validate the 'programCode' - 'displayName' field contains "Client A's" program.
  26. Validate the 'programCode' - 'isActive' field contains "true".
  27. Validate the 'serviceCode' - 'code' field contains the TeleHealth service code used.
  28. Validate the 'serviceCode' - 'displayName' field contains the name of the TeleHealth service code used.
  29. Validate the 'serviceCode' - 'isActive' field contains "true".
  30. Validate the 'teleHealthAppointmentID' - 'id' field contains unique id for the appointment.
  31. Validate the 'teleHealthProviderIDs' - 'humanReadableValue' field contains the TeleHealth Provider ID.
  32. Validate the 'teleHealthProviderIDs' - 'id' field contains the email associated to the TeleHealth Provider.
  33. Close the report and the form.
  34. Access the 'Scheduling Calendar' form.
  35. Right click on the appointment for "Client A".
  36. Click [Details/Edit].
  37. Enter any new value in the 'Duration' field.
  38. Click [Submit].
  39. Validate the 'Appointment Grid' field contains the appointment for "Client A" with the updated duration.
  40. Click [Dismiss].
  41. Access the 'CareFabric Monitor' form.
  42. Enter the current date in the 'From Date' and 'Through Date' fields.
  43. Enter "TeleHealthAppointmentUpdated" in the 'Event/Action Search' field.
  44. Click [View Activity Log].
  45. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentUpdated" record.
  46. Click [Click To View Record].
  47. Validate the 'isReoccuringAppointment" contains "false".
  48. Validate the 'appointmentDateRange' - 'fromDate' field reflects the updated appointment duration.
  49. Validate the 'appointmentDateRange' - 'toDate' field reflects the updated appointment duration.
  50. Close the report and the form.
  51. Access the 'Scheduling Calendar' form.
  52. Right click on the appointment for "Client A".
  53. Click [Delete] and [Yes].
  54. Validate the 'Appointment Grid' no longer contains the appointment for "Client A".
  55. Click [Dismiss].
  56. Access the 'CareFabric Monitor' form.
  57. Enter the current date in the 'From Date' and 'Through Date' fields.
  58. Enter "TeleHealthAppointmentDeleted" in the 'Event/Action Search' field.
  59. Click [View Activity Log].
  60. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentDeleted" record.
  61. Click [Click To View Record].
  62. Validate the 'isReoccuringAppointment" contains "false".
  63. Validate the 'appointmentDateRange' field contains "null".
  64. Validate the 'participants' field contains "[ ]".
  65. Validate the 'programCode' field contains "null".
  66. Validate the 'serviceCode' field contains "null".
  67. Validate the 'teleHealthAppointmentID' - 'humanReadableValue' field contains "null".
  68. Validate the 'teleHealthAppointmentID' - 'id' field contains the unique id for the appointment.
  69. Validate the 'teleHealthProviderIDs' field contains "[ ]".
  70. Close the report and the form.
Scenario 2: Schedule a TeleHealth appointment with a TeleHealth location and validate the TeleHealthAppointmentCreated/Updated/Deleted SDK events
Specific Setup:
  • The 'Enable Telehealth integration at location level' registry setting is set to "Y".
  • A location must be defined as a "TeleHealth Location" in the 'Dictionary Update' form.
  • A client is enrolled in an existing episode and has a phone number and email filed (Client A).
  • A user is defined in 'User Definition' that has the following: "TeleHealth" selected in the 'Netsmart Mobile App Access' field, "System Admin" selected in the 'Netsmart Mobile App User Role' field, an email filed in the 'Organizational Email Address' field, and an associated staff member that has hours for scheduling (Practitioner A).
  • The 'Validate Practitioner for Netsmart Telehealth Appointments' registry setting is set to "Y".
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' for "Practitioner A" and click [Add Appointment].
  3. Enter a non-TeleHealth service code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select the TeleHealth Location in the 'Location' field.
  6. Click [Submit].
  7. Validate the 'Appointment Grid' contains the new appointment.
  8. Click [Dismiss].
  9. Access the 'CareFabric Monitor' form.
  10. Enter the current date in the 'From Date' and 'Through Date' fields.
  11. Enter "TeleHealthAppointmentCreated" in the 'Event/Action Search' field.
  12. Click [View Activity Log].
  13. Validate the 'CareFabric Monitor Report' field contains a "TeleHealthAppointmentCreated" record.
  14. Click [Click To View Record].
  15. Validate the 'isReoccuringAppointment" contains "false".
  16. Validate the 'appointmentDateRange' - 'fromDate' field contains the appointment start date/time.
  17. Validate the 'appointmentDateRange' - 'toDate' field contains the appointment end date/time.
  18. Validate the 'participants' - 'email' field contains "Client A's" email.
  19. Validate the 'participantID' - 'id' field contains "Client A's" ID.
  20. Validate the 'participantName' field contains "Client A's" name in the format of LAST,FIRST.
  21. Validate the 'phoneNumber' field contains "Client A's" phone number.
  22. Validate the 'typeCode' - 'code' field contains "CLIENT".
  23. Validate the 'typeCode' - 'isActive' field contains "true".
  24. Validate the 'programCode' - 'code' field contains "Client A's" program code.
  25. Validate the 'programCode' - 'displayName' field contains "Client A's" program.
  26. Validate the 'programCode' - 'isActive' field contains "true".
  27. Validate the 'serviceCode' - 'code' field contains the service code used.
  28. Validate the 'serviceCode' - 'displayName' field contains the name of the service code used.
  29. Validate the 'serviceCode' - 'isActive' field contains "true".
  30. Validate the 'teleHealthAppointmentID' - 'id' field contains unique id for the appointment.
  31. Validate the 'teleHealthProviderIDs' - 'humanReadableValue' field contains the TeleHealth Provider ID.
  32. Validate the 'teleHealthProviderIDs' - 'id' field contains the email associated to the TeleHealth Provider.
  33. Close the report and the form.
  34. Access the 'Scheduling Calendar' form.
  35. Right click on the appointment for "Client A".
  36. Click [Details/Edit].
  37. Enter any new value in the 'Duration' field.
  38. Click [Submit].
  39. Validate the 'Appointment Grid' field contains the appointment for "Client A" with the updated duration.
  40. Click [Dismiss].
  41. Access the 'CareFabric Monitor' form.
  42. Enter the current date in the 'From Date' and 'Through Date' fields.
  43. Enter "TeleHealthAppointmentUpdated" in the 'Event/Action Search' field.
  44. Click [View Activity Log].
  45. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentUpdated" record.
  46. Click [Click To View Record].
  47. Validate the 'isReoccuringAppointment" contains "false".
  48. Validate the 'appointmentDateRange' - 'fromDate' field reflects the updated appointment duration.
  49. Validate the 'appointmentDateRange' - 'toDate' field reflects the updated appointment duration.
  50. Close the report and the form.
  51. Access the 'Scheduling Calendar' form.
  52. Right click on the appointment for "Client A".
  53. Click [Delete] and [Yes].
  54. Validate the 'Appointment Grid' no longer contains the appointment for "Client A".
  55. Click [Dismiss].
  56. Access the 'CareFabric Monitor' form.
  57. Enter the current date in the 'From Date' and 'Through Date' fields.
  58. Enter "TeleHealthAppointmentDeleted" in the 'Event/Action Search' field.
  59. Click [View Activity Log].
  60. Validate the 'CareFabric Monitor Report' contains a "TeleHealthAppointmentDeleted" record.
  61. Click [Click To View Record].
  62. Validate the 'isReoccuringAppointment" contains "false".
  63. Validate the 'appointmentDateRange' field contains "null".
  64. Validate the 'participants' field contains "[ ]".
  65. Validate the 'programCode' field contains "null".
  66. Validate the 'serviceCode' field contains "null".
  67. Validate the 'teleHealthAppointmentID' - 'humanReadableValue' field contains "null".
  68. Validate the 'teleHealthAppointmentID' - 'id' field contains the unique id for the appointment.
  69. Validate the 'teleHealthProviderIDs' field contains "[ ]".
  70. Close the report and the form.
Topics
• Scheduling Calendar • Telehealth • CareFabric
 

Avatar_CareFabric_2024_Monthly_Release_2024.02.00_Details.csv