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Avatar CareFabric 2024 Update 16

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Product Requirements and Recommendations

Avatar CareFabric required
Avatar PM required
RADplus required
Avatar Cal-PM

Recommended Update Level

Avatar Cal-PM 2024 Monthly Release 2024.00.01
Avatar CareFabric 2024 Monthly Release 2024.00.01
Avatar CWS 2024 Update 21
Avatar PM 2024 Monthly Release 2024.00.01
RADplus 2024 Monthly Release 2024.00.01
RADplus 2024 Update 9

Product Update Description

Avatar CareFabric is enhanced to accept Progress Note document images from other products and modules. Additionally, the ability to save progress notes with multiple session times is added.

Required Updates

Avatar CareFabric 2023 Update 71
RADplus 2024 Update 9

Included Updates

2, 8

Details
NEW2 CHANGED0 FIXED0
New (2)
Bells Notes Integration - Support for multiple session start/end times
Avatar CareFabric is enhanced to support saving progress notes with multiple session start/end times.
Please note: Avatar CWS 2024 Update 21 is required for full functionality.
Value Added: Enhancing CareFabric capabilities.
Topics
• Bells Notes • CareFabric • Progress Notes
 
Bells Notes Integration - Progress Note document images
Avatar CareFabric is enhanced to accept Progress Note document images from Bells Notes when document routing is enabled and the user can self-approve.
Please note: RADplus 2024 Update 9 is required for full functionality.
Value Added: Enhancing CareFabric capabilities.
Topics
• Bells Notes • CareFabric • Progress Notes
 
Acceptance Tests
AV-90319 Summary | Details
Bells Notes Integration - Support for multiple session start/end times
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
Scenario 1: Bells Notes Integration - Validate filing progress notes with multiple session times
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form does not have 'Document Routing' enabled.
  • The 'Multiple Start and End Times to Document Sessions' registry setting must be set to "Y" for the 'Progress Notes (Group and Individual)' form.
  • Must have a note type in Bells for the 'Progress Notes (Group and Individual)' form (Note Type A).
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner
  • Access to the 'Progress Notes' widget on the HomeView.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Log into Bells Notes with existing login credentials for "User A".
  2. Search for "Client A".
  3. Click [Start Note] and verify the existence of the 'Session Information' window.
  4. Fill out all required fields and select "Note Type A".
  5. Verify the existence of "Client A" in the client header when note is started.
  6. Fill out all required fields.
  7. Enter multiple session start/end times.
  8. Click [Sign Note].
  9. Validate the Sign Note' dialog is displayed.
  10. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  11. Validate a message is displayed stating: Note Signed Successfully.
  12. Log into myAvatar as "User A".
  13. Select "Client A" and navigate to the 'Progress Notes' widget.
  14. Validate the progress note filed from Bells Notes is displayed.
  15. Validate the multiple session start/end times filed from Bells are displayed as expected with the proper duration.
Topics
• Bells Notes • CareFabric • Progress Notes
AV-91086 Summary | Details
Bells Notes Integration - Progress Note document images
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Document Viewer
  • Document Routing Setup (PM)
  • User Definition
Scenario 1: Bells Notes Integration - Validate self approval of progress notes from Bells
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form must have 'Document Routing' enabled.
  • Must have a note type in Bells for the 'Progress Notes (Group and Individual)' form (Note Type A).
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' and 'Progress Notes' widgets on the HomeView.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Log into Bells Notes with existing login credentials for "User A".
  2. Search for "Client A".
  3. Click [Start Note] and verify the existence of the 'Session Information' window.
  4. Fill out all required fields and select "Note Type A".
  5. Verify the existence of "Client A" in the client header when note is started.
  6. Fill out all required fields.
  7. Click [Sign Note].
  8. Validate the Sign Note' dialog is displayed.
  9. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  10. Validate a message is displayed stating: Note Signed Successfully.
  11. Log into myAvatar as "User A".
  12. Navigate to the "My To Do's" widget.
  13. Validate a 'To-Do' is not displayed for the note sent via Bells Notes since "User A" does not require an approver.
  14. Select "Client A" and navigate to the 'Progress Notes' widget.
  15. Validate the progress note filed from Bells Notes is displayed.
  16. Access the 'Clinical Document Viewer' form.
  17. Select "Client" in the 'Select Type' field.
  18. Select "Individual" in the 'Select All or Individual Client' field.
  19. Select "Client A" in the 'Select Client' field.
  20. Select "All" in the 'Episode' field.
  21. Click [Process].
  22. Validate a document is displayed for the progress note filed from Bells Notes.
  23. Select the document and click [View].
  24. Validate the PDF generated from Bells Notes is displayed with the note details.
  25. Click [Close All Documents], [Search], and [Close].
Topics
• Bells Notes • CareFabric • Progress Notes