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Avatar CareFabric 2024 Update 2

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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 PM 2024 Monthly Release 2024.00.01
RADplus 2024 Monthly Release 2024.00.01

Product Update Description

Avatar CareFabric is enhanced to support new code sets for the Medical Note CarePOV, "Plan of Care" section.

Required Updates

None

Included Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Avatar CareFabric - Support for Medical Note
Avatar CareFabric is enhanced to support new code sets for the Medical Note CarePOV, "Plan of Care" section.
Value Added: Support new code sets for Medical Note
Topics
• Medical Note
 
Acceptance Tests
AV-93462 Summary | Details
Avatar CareFabric - Support for Medical Note
Scenario 1: Update CPT Calculation for Low Level MDM based on 2024 Guidelines for New client type (99203)
Specific Setup:
  • Avatar CareFabric 2024 Update 2, Medical Note 2.19.1, and Medical Note 2.19.2 are required in order to utilize full functionality.
  • A user with access to the Medical Note Admin Tool must exist. (User A)
  • Logging in as "User A" set the following settings in the Medical Note Admin Tool 'Home' section:
  • Set the value for the '2024 E&M Guidelines Effective Date' field to "01/01/2024".
  • Enable the '2024 E&M MDM Required' field.
  • Enable the 'Use 2024 E&M Guidelines for Inpatient Services' field.
  • A client must be configured in an inpatient episode. (Client A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new note such that:
  3. 'Location' = "Office".
  4. 'Client Type' = "New".
  5. Select the ‘Document’ tab and navigate to the 'Diagnosis' section.
  6. Add two new diagnoses for the client and add them both to the problem list.
  7. Navigate to the 'MDM' section.
  8. Check the 'Problem Addressed?' checkbox for one of the newly added diagnoses.
  9. Validate the 'Problem Category' field is enabled.
  10. Select "Acute, uncomplicated illness or injury requiring hospital inpatient or observation-level of care" from the 'Problem Category' field.
  11. Check the following checkboxes in the 'Amount and/or Complexity of Data to be Reviewed and Analyzed' section:
  12. "Review of prior external note(s) from each unique source".
  13. Select "Low" from the 'Risk of Complications and/or Morbidity or Mortality of Patient Management' section.
  14. Complete any remaining required sections.
  15. Select the 'Finalize' tab and navigate to the 'CPT Selection' section.
  16. Set 'Face-to-Face Time with Client' field to "30".
  17. Click [Debug] and verify the popup window 'CPT Debug' is displayed.
  18. Verify the Results section contains:
  19. 'CPT Guidelines Version:' = "2024".
  20. 'Visit Type:' = "New".
  21. 'Location Type:' = "Office or another outpatient setting".
  22. 'Visit Duration:' = "30 Minute(s)".
  23. Verify the 'MDM: Low' section contains:
  24. 'Problem Points:' = "Low".
  25. 'Data Points:' = "Minimal or none".
  26. 'Risk:' = "Low".
  27. Validate the 'CPT Codes: Office or other outpatient visit – new patient' section contains a row such that:
  28. 'Code' = "99203".
  29. 'MDM Score' = "Low".
  30. 'Min Duration' = "30".
  31. 'Doc?' = checked.
  32. 'Dur?' = checked.
  33. Close the 'CPT Debug' window.
  34. Validate that code '99203' is displayed on the 'Document-Based Recommendation' card under the section 'CPT Selection'.
  35. Validate that code '99203' is displayed on the 'Time-Based Recommendation:' card under the section 'CPT Selection'.
  36. Select the 'Document' tab and navigate to the 'MDM' section.
  37. Select "Stable, acute illness" from the 'Problem Category' field.
  38. Check the following checkboxes in the 'Amount and/or Complexity of Data to be Reviewed and Analyzed' section:
  39. "Review of prior external note(s) from each unique source".
  40. "Review of the result(s) of each unique test".
  41. "Ordering of each unique test".
  42. Select the 'Finalize' tab and navigate to the 'CPT Selection' section.
  43. Click [Debug] and verify the popup window 'CPT Debug' is displayed.
  44. Verify the 'MDM: Low' section contains:
  45. 'Problem Points:' = "Low".
  46. 'Data Points:' = "Moderate".
  47. 'Risk:' = "Low".
  48. Close the 'CPT Debug' window.
  49. Validate that code '99203' is displayed on the 'Document-Based Recommendation' card under the section 'CPT Selection'.
  50. Validate that code '99203' is displayed on the 'Time-Based Recommendation:' card under the section 'CPT Selection'.
  51. Select the 'Document' tab and navigate to the 'MDM' section.
  52. Check the 'Problem Addressed?' checkbox for the other newly added diagnoses.
  53. Validate the 'Problem Category' field is enabled.
  54. Select "Acute, uncomplicated illness or injury requiring hospital inpatient or observation-level of care" from the 'Problem Category' field.
  55. Check all remaining checkboxes in the 'Amount and/or Complexity of Data to be Reviewed and Analyzed' section
  56. Select the 'Finalize' tab and navigate to the 'CPT Selection' section.
  57. Click [Debug] and verify the popup window 'CPT Debug' is displayed.
  58. Verify the 'MDM: Low' section contains:
  59. 'Problem Points:' = "Low".
  60. 'Data Points:' = "Extensive".
  61. 'Risk:' = "Low".
  62. Close the 'CPT Debug' window.
  63. Validate that code '99203' is displayed on the 'Document-Based Recommendation' card under the section 'CPT Selection'.
  64. Validate that code '99203' is displayed on the 'Time-Based Recommendation:' card under the section 'CPT Selection'.
  65. Click 'Accept' on the 'Document-Based Recommendation' card.
  66. Validate "99203-Office or other outpatient visit - new patient" is selected in the 'CPT Code Selected' field.
  67. Click [Generate Note] and validate the note summary contains a section for 'Medical Decision Making'.
  68. Validate the 'Amount and/or Complexity of Data to be Reviewed and Analyzed:" section contains the following:
  69. "Review of prior external note(s) from each unique source".
  70. "Review of the result(s) of each unique test".
  71. "Ordering of each unique test".
  72. "Assessment requiring an independent historian(s)".
  73. "Independent interpretation of a test performed by another physician/other qualified health care professional (not separately reported)".
  74. "Discussion of management or test interpretation with external physician/other qualified health care professional/appropriate source (not separately reported)".
  75. Validate the 'Risk of Complications and/or Morbidity or Mortality of Patient Management:' = "Low".
Scenario 2: Update CPT Calculation for Low Level MDM based on 2024 Guidelines for Established client type (99213)
Specific Setup:
  • Avatar CareFabric 2024 Update 2, Medical Note 2.19.1, and Medical Note 2.19.2 are required in order to utilize full functionality.
  • A user with access to the Medical Note Admin Tool must exist. (User A)
  • Logging in as "User A" set the following settings in the Medical Note Admin Tool 'Home' section:
  • Set the value for the '2024 E&M Guidelines Effective Date' field to "01/01/2024".
  • Enable the '2024 E&M MDM Required' field.
  • Enable the 'Use 2024 E&M Guidelines for Inpatient Services' field.
  • A client must be configured in an inpatient episode. (Client A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new note such that:
  3. 'Location' = "Office".
  4. 'Client Type' = "Established".
  5. Select the ‘Document’ tab and navigate to the 'Diagnosis' section.
  6. Add a new diagnosis for the client.
  7. Navigate to the 'MDM' section.
  8. Check the 'Problem Addressed?' checkbox for the newly added diagnosis.
  9. Validate the 'Problem Category' field is enabled.
  10. Select "Acute, uncomplicated illness or injury requiring hospital inpatient or observation-level of care" from the 'Problem Category' field.
  11. Check the following checkboxes in the 'Amount and/or Complexity of Data to be Reviewed and Analyzed' section:
  12. "Ordering of each unique test".
  13. "Independent interpretation of a test performed by another physician/other qualified health care professional (not separately reported)".
  14. Select "Low" from the 'Risk of Complications and/or Morbidity or Mortality of Patient Management' section.
  15. Complete any remaining required sections.
  16. Select the 'Finalize' tab and navigate to the 'CPT Selection' section.
  17. Set 'Face-to-Face Time with Client' field to "20".
  18. Click [Debug] and verify the popup window 'CPT Debug' is displayed.
  19. Verify the Results section contains:
  20. 'CPT Guidelines Version:' = "2024".
  21. 'Visit Type:' = "Established".
  22. 'Location Type:' = "Office or another outpatient setting".
  23. 'Visit Duration:' = "20 Minute(s)".
  24. Verify the 'MDM: Low' section contains:
  25. 'Problem Points:' = "Low".
  26. 'Data Points:' = "Moderate".
  27. 'Risk:' = "Low".
  28. Validate the 'CPT Codes: Office or other outpatient visit – established patient' section contains a row such that:
  29. 'Code' = "99213".
  30. 'MDM Score' = "Low".
  31. 'Min Duration' = "20".
  32. 'Doc?' = checked.
  33. 'Dur?' = checked.
  34. Close the 'CPT Debug' window.
  35. Verify that code '99213' is displayed on the 'Document-Based Recommendation' card under the section 'CPT Selection'.
  36. Verify that code '99213' is displayed on the 'Time-Based Recommendation:' card under the section 'CPT Selection'.
Topics
• Medical Note