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Avatar CareFabric 2024 Update 20

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Product Requirements and Recommendations

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

Additional Requirements

CarePOV.E&MNOTE 2.20.0 is required in order to utilize full functionality.

Recommended Update Level

Avatar Cal-PM 2024 Monthly Release 2024.01.00
Avatar CareFabric 2024 Monthly Release 2024.01.00
Avatar PM 2024 Monthly Release 2024.01.00
RADplus 2024 Monthly Release 2024.01.00

Product Update Description

Avatar CareFabric is modified to support CarePOV applications.

Required Updates

None

Included Updates

3, 9

Details
NEW3 CHANGED0 FIXED0
New (3)
Medical Note - Appointment Date
Medical Note will now sort the Appointment list in descending order by the service date.
Value Added: Modified SearchAppointment to sort Appointment list based on appointment date.
Topics
• Medical Note • NX
 
Medical Note - Non-Provider Documentation
Avatar CareFabric is modified to support CarePOV applications.
Value Added: Expanding the usability of medical note to more than provider documentation
Topics
• Medical Note
 
Medical Note - Draft Count
The total number of records displayed in MedNote will now accurately be shown.
Value Added: For MedNote CarePOV, don't include the unrelated appointments(AllowEdits as "N" OR SupressAppointmentInCarePOV as "Y")
Topics
• Medical Note • NX
 
Acceptance Tests
AV-90926 Summary | Details
Medical Note - Appointment Date
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Facesheet.Client's E&M Appointments
  • My Draft Notes
  • Scheduling Calendar
Scenario 1: Medical Note - Validate My Draft Notes() button returned the right number count
Specific Setup:
  • Avatar CareFabric 2024 Update 20 and CarePOV.E&M Note 2.20.0 are needed in order to utilize full functionality.
  • Must be logged in as a user who is configured as a provider. (User A)
  • An outpatient program must exist. (Program A)
  • A client must have an active episode in "Program A", and have been admitted more than 90 days ago. (Client A)
Steps
  1. Select "Client A" and access the 'Medical Note' widget.
  2. Take note of the [Today's Appts/Notes (X)] and [My Draft Notes (X] buttons.
  3. Click [Add Note] and create a new note for "Client A" such that:
  4. 'Date of Service/Note' = "Today's Date".
  5. 'Time of Service /Note' = "08:00 am".
  6. 'Duration' = "15".
  7. Complete any remaining required fields, click [Save] and [Refresh].
  8. Validate the counter for 'Today's Appts/Notes' and 'My Draft Notes' has increased by one.
  9. Click [My Draft Notes]
  10. Validate the 'Date of Service/Note' column contains a row with "Today's date" and the 'Service Time' column shows "08:00-08:15".
  11. Click [Add Note] and create a new note for "Client A" such that:
  12. 'Date of Service/Note' = "30 days ago".
  13. Complete any remaining required fields, click [Save] and [Refresh].
  14. Validate the counter for 'Today's Appts/Notes' has not changed but the counter for 'My Draft Notes' has increased by one.
  15. Click [Add Note] and create a new note for "Client A" such that:
  16. 'Date of Service/Note' = "60 days ago".
  17. Complete any remaining required fields, click [Save] and [Refresh].
  18. Validate the counter for 'Today's Appts/Notes' has not changed but the counter for 'My Draft Notes' has increased by one.
  19. Click [Add Note] and create a new note for "Client A" such that:
  20. 'Date of Service/Note' = ">90 days ago".
  21. Complete any remaining required fields, click [Save] and [Refresh].
  22. Validate the counter for 'Today's Appts/Notes' and 'My Draft Notes' has remained the same.
  23. Click [Select Note].
  24. Validate the 'Date of Service/Note' column contains a row for all notes added except for the note created with a 'Date of Service/Note' greater than 90 days in the past.
  25. Validate all appointments appear in Chronological order
  26. Click [My Draft Notes]
  27. Validate the 'Date of Service/Note' column contains a row for all notes added except for the note created with a 'Date of Service/Note' greater than 90 days in the past.
  28. Validate appointment appears in Chronological order
  29. Navigate to the 'Scheduling Calendar' form.
  30. Validate all 4 newly created appointments were added to the calendar.
Scenario 2: Medical Note - Add Appointment from Scheduling Calendar, validate My Draft Notes() button return the right number count
Specific Setup:
  • Avatar CareFabric 2024 Update 20 and CarePOV.E&M Note 2.20.0 are needed in order to utilize full functionality.
  • Must be logged in as a user who is configured as a provider. (User A)
  • An outpatient program must exist. (Program A)
  • A client must have an active episode in "Program A", and have been admitted prior to January 22,2024. (Client A)
Steps
  1. Select "Client A", access the 'Medical Note' widget and take note of the count for 'Today's Appts/Notes' and 'My Draft Notes'.
  2. Navigate to the 'Scheduling Calendar' form.
  3. Right click inside the calendar and click [Add Appointment].
  4. Create a new appointment such that:
  5. 'Client' = "Client A".
  6. 'Appointment Status' = "Scheduled".
  7. 'Appointment Date' = "Today's Date".
  8. Complete any remaining required fields and click [Submit].
  9. Close out of the 'Scheduling Calendar' form and Navigate to the 'Medical Note' tab.
  10. Validate the counter for 'Today's Appts/Notes' and 'My Draft Notes' has increased by one.
  11. Navigate to the 'Scheduling Calendar' form.
  12. Create four new appointments for "Client A" such that:
  13. 'Appointment Date' = 3/06/2024.
  14. 'Appointment Date' = 2/01/2024.
  15. 'Appointment Date' = 1/22/2024.
  16. 'Appointment Date' = 3/11/2024.
  17. Close out of the 'Scheduling Calendar' form and Navigate to the 'Medical Note' tab.
  18. Validate the counter for 'Today's Appts/Notes' has remained the same and the counter for 'My Draft Notes' has increased by four.
  19. Click [Select Note] and validate all available notes are listed in chronological order.
  20. Click on [My Draft Notes] and validate all available notes are listed in chronological order.
  21. Launch the 'Scheduling Calendar' form.
  22. Right click [Add Appointment]
  23. Right click inside the calendar and click [Add Appointment].
  24. Create a new appointment such that:
  25. 'Client' = "Client A".
  26. 'Appointment Status' = "Scheduled".
  27. 'Appointment Date' = "a future date".
  28. Complete any remaining required fields and click [Submit].
  29. Navigate to Medical Note
  30. Validate the counter for 'Today's Appts/Notes' and 'My Draft Notes' has remained the same.
  31. Launch 'Scheduling Calendar' form.
  32. Right click on the appointment for today's date for "Client A" and click [Copy].
  33. Right Click on the 'Scheduling Calendar' grid for today's date and click [Paste Appointment].
  34. Validate a 'Warning-Same Day Existing Appointment(s)' message stating "Client "Client A" has the following appointment(s) scheduled" and click [OK].
  35. Close out of the 'Scheduling Calendar' form and Navigate to the 'Medical Note' tab.
  36. Validate the counter for 'Today's Appts/Notes' and 'My Draft Notes' has increased by one.
  37. Launch the 'Scheduling Calendar' form.
  38. Right click on one of the appointments for today's date and click [Delete].
  39. Validate a popup stating "Are you sure" appears and click [Yes].
  40. Close out of the 'Scheduling Calendar' form and Navigate to the 'Medical Note' tab.
  41. Validate the counter for 'Today's Appts/Notes' and 'My Draft Notes' has decreased by one.
  42. Click [Select Note] and validate there is no row for the deleted appointment date/time.
Topics
• Medical Note • NX
AV-95680 Summary | Details
Medical Note - Non-Provider Documentation
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Client Ledger
  • Confirm Document
  • Document.Chief Complaint
  • Document.HPI
  • Dynamic Form - Duplicate Service
  • Dynamic Forms - Document Routing - Route Document To
  • Facesheet.Lab Results
  • Facesheet.Lab Results.Results Pending Review
  • Facesheet.Vitals
  • Finalize.CPT Selection
  • Finalize.Note Summary
  • Document.Mental Status Exam
  • Facesheet. Send To Do
  • HomeView - My To Do's widget
  • My Draft Notes
  • TO DO'S
  • Scheduling Calendar
  • Document.Procedures
  • Medical Note
Scenario 1: Medical Note - Nurse - Full Work flow
Specific Setup:
  • Avatar CareFabric 2024 Update 20 and CarePOV.E&M Note 2.20.0 are needed in order to utilize full functionality.
  • The ‘(37) CPT Code Recommendation’ extended attribute must be set to “No” in the Other Tabled Files ‘(31) Group Code’ dictionary for “Psychiatric Evaluation”. (Group Code A)
  • Please log out of the application and log back in after completing the above configuration.
  • A service code (Service Code A) must be configured in the 'Service Codes' form such that;
  1. 'Is This Service A Visit' field = "Yes".
  2. 'Service Code Type' field = "Evaluation Management".
  3. 'Group Code' field = "Group Code A".
  • An outpatient program must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
  • Must be logged in as a user who is configured as a nurse. (User A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note].
  3. Create a 'Psychiatry' note such that;
  4. 'Provider' field = "User A".
  5. 'Service Code' field = "Service Code A".
  6. Fill out all required fields and click [Save].
  7. Select the 'Facesheet' tab.
  8. Click the 'Lab Results' section.
  9. Click 'Add/Edit Point of Care Results' field.
  10. Set a value for any lab result and click [Save].
  11. Validate the lab is displayed in the 'Results Pending Review' grid.
  12. Set the 'Start Date' to a date two days from now.
  13. Set the 'End Date' to a date ten days from now.
  14. Click the 'Search' field.
  15. Validate "No Lab Results" is displayed in the 'Results Pending Review' grid.
  16. Click the '7 days' field and the 'Search' field.
  17. Validate the lab is displayed in the 'Results Pending Review' grid.
  18. Navigate to the 'Vitals' section and click [Add].
  19. Validate the 'Date Taken' field is set to "Today's Date" and the 'Refused Vitals' field is set to "No".
  20. Complete any desired fields in the 'Vitals' section and click [Save].
  21. Click [Pull to Note], check the 'Select All' checkbox and click [Save].
  22. Select the ‘Document’ tab.
  23. Validate the 'Chief Complaint' and 'HPI' sections are not required and complete the sections.
  24. Select the ‘Finalize’ tab.
  25. Populate all required fields and click [Generate Note].
  26. Validate the ‘Note Summary’ is displayed and contains the appropriate information:
  27. The populated sections of the 'Facesheet' tab that were pulled into the note. (Vitals)
  28. The not required and populated sections of the 'Document' tab. (Chief Complaint and HPI)
  29. Click [Sign Off] validate the Document is displayed and click [Accept], set the ‘Password’ field to the appropriate value and click [Verify].
Scenario 2: Medical Note - Create Note By Another Provider Setting Nurse As Provider
Specific Setup:
  • Avatar CareFabric 2024 Update 20 and CarePOV.E&M Note 2.20.0 are needed in order to utilize full functionality.
  • The ‘(37) CPT Code Recommendation’ extended attribute must be set to “No” in the Other Tabled Files ‘(31) Group Code’ dictionary for “Psychiatric Evaluation”. (Group Code A)
  • Please log out of the application and log back in after completing the above configuration.
  • A service code (Service Code A) must be configured in the 'Service Codes' form such that;
  1. 'Is This Service A Visit' field = "Yes".
  2. 'Service Code Type' field = "Evaluation Management".
  3. 'Group Code' field = "Group Code A".
  • An outpatient program must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
  • Two Users must exist. (User A)(User B)
  • "User A" who is configured as a provider.
  • "User B" who is configured as a nurse.
Steps
  1. Log into the application as "User A".
  2. Search for and select "Client A" and navigate to the 'Medical Note'.
  3. Click [Add Note].
  4. Create a 'Psychiatry' note such that;
  5. 'Provider' field = "User A".
  6. 'Service Code' field = "Service Code A".
  7. Fill out any remaining required fields and click [Save].
  8. Click [Add Note].
  9. Create a 'Psychiatry' note such that;
  10. 'Provider' field = "User B".
  11. 'Service Code' field = "Service Code A".
  12. Fill out any remaining required fields and click [Save].
  13. Click [Send To Do].
  14. Set "User B" in the 'To-Do Recipient'.
  15. Set the 'Notes' field to any value and click [Send].
  16. Log out of the application and log back in as "User B".
  17. Access the 'My To Do's' widget.
  18. Select "Client A" from the 'Additional ToDos' list and click [Review To Do Item].
  19. Click [Select Note].
  20. Validate the note with "User A" as the provider is displayed without a [Delete] option.
  21. Validate the note with "User B" as the provider is displayed including a [Delete] option.
  22. Refresh 'Medical Note' and click ['Today's Appts/Notes'].
  23. Search for and select "User A" in the 'Providers' field.
  24. Validate the note with "User A" as the provider is displayed without a [Delete] option.
  25. Validate the note with "User B" as the provider is displayed including a [Delete] option.
  26. Click [My Draft Notes].
  27. Validate the note with "User B" as the provider is displayed including a [Delete] and [Edit] option.
  28. Click [Edit].
  29. Select the ‘Document’ tab.
  30. Validate the 'Chief Complaint', 'HPI' and 'Mental Status Exam' sections are not required and complete the sections.
  31. Select the ‘Finalize’ tab.
  32. Populate all required fields and click [Generate Note].
  33. Validate the ‘Note Summary’ is displayed and contains the appropriate information:
  34. The not required and populated sections of the 'Document' tab. (Chief Complaint, HPI and Mental Status Exam)
  35. Click [Sign Off] validate the Document is displayed and click [Accept], set the ‘Password’ field to the appropriate value and click [Verify].
Scenario 3: Medical Note - Nurse - Primary Care - Full Work Flow
Specific Setup:
  • Avatar CareFabric 2024 Update 20 and CarePOV.E&M Note 2.20.0 are needed in order to utilize full functionality.
  • The ‘(37) CPT Code Recommendation’ extended attribute must be set to “No” in the Other Tabled Files ‘(31) Group Code’ dictionary for “Psychiatric Evaluation”. (Group Code A)
  • Please log out of the application and log back in after completing the above configuration.
  • A service code (Service Code A) must be configured in the 'Service Codes' form such that;
  1. 'Is This Service A Visit' field = "Yes".
  2. 'Service Code Type' field = "Evaluation Management".
  3. 'Group Code' field = "Group Code A".
  • An outpatient program configured as a 'Primary Care' program in the 'Program Maintenance' form must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
  • Must be logged in as a user who is configured as a nurse. (User A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note].
  3. Create a 'Primary Care' note such that;
  4. 'Provider' field = "User A".
  5. 'Service Code' field = "Service Code A".
  6. Fill out all required fields and click [Save].
  7. Select the ‘Document’ tab.
  8. Validate the 'Chief Complaint', 'HPI' and 'Physical Exam' sections are not required and complete the sections.
  9. Select the ‘Finalize’ tab.
  10. Populate all required fields and click [Generate Note].
  11. Validate the ‘Note Summary’ is displayed and contains the appropriate information:
  12. The not required and populated sections of the 'Document' tab. (Chief Complaint, HPI and Physical Exam)
  13. Click [Sign Off] validate the Document is displayed and click [Accept], set the ‘Password’ field to the appropriate value and click [Verify].
Scenario 4: Medical Note - Nurse Completing Procedure From Different Providers Finalized Note
Specific Setup:
  • Avatar CareFabric 2024 Update 20 and CarePOV.E&M Note 2.20.0 are needed in order to utilize full functionality.
  • A procedure-type service code must be configured in the 'Service Codes' form. (Medication A)
  • The ‘(37) CPT Code Recommendation’ extended attribute must be set to “No” in the Other Tabled Files ‘(31) Group Code’ dictionary for “Psychiatric Evaluation”. (Group Code A)
  • Please log out of the application and log back in after completing the above configuration.
  • A service code (Service Code A) must be configured in the 'Service Codes' form such that;
  1. 'Is This Service A Visit' field = "Yes".
  2. 'Service Code Type' field = "Evaluation Management".
  3. 'Group Code' field = "Group Code A".
  • An outpatient program must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
  • Two Users must exist. (User A)(User B)
  • "User A" who is configured as a provider.
  • "User B" who is configured as a nurse.
Steps
  1. Log into the application as "User A".
  2. Search for and select "Client A" and navigate to the 'Medical Note' tab.
  3. Click [Add Note].
  4. Create a 'Psychiatry' note such that;
  5. 'Provider' field = "User A".
  6. 'Service Code' field = "Service Code A".
  7. Fill out any remaining required fields and click [Save].
  8. Select the 'Document' tab and then navigate to the 'Procedure' section.
  9. Click [Add] and select "Medication A" from the 'Procedure Search' field.
  10. Select ‘Diagnosis’ and enter a diagnosis.
  11. Click the 'Active' field.
  12. Click the 'Routine' field.
  13. Populate all remaining required fields and click [Save].
  14. Validate the 'Current Procedures' field contains a row for "Medication A".
  15. Populate all required sections in the 'Document' tab.
  16. Select the ‘Finalize’ tab.
  17. Populate all required fields and click [Generate Note].
  18. Validate the ‘Note Summary’ is displayed and contains the appropriate information and click [Sign Off].
  19. Validate the Document is displayed and click [Accept], set the ‘Password’ field to the appropriate value and click [Verify].
  20. Log out of the application and log back in as "User B".
  21. Search for and select "Client A" and navigate to the 'Medical Note'.
  22. Click [Add Note].
  23. Create a 'Psychiatry' note such that;
  24. 'Provider' field = "User B".
  25. 'Service Code' field = "Service Code A".
  26. Select the 'Document' tab and then navigate to the 'Procedure' section.
  27. Validate the 'Diagnosis' section is not required.
  28. Validate the 'MDM' section does not exist.
  29. Validate the 'Current Procedures' field contains a row for "Medication A".
  30. Click [Complete] and [Save].
  31. Validate the 'Current Procedures' field contains a row for "Medication A" marked as complete.
Topics
• Medical Note
AV-96097 Summary | Details
Medical Note - Draft Count
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Facesheet.Client's E&M Appointments
  • My Draft Notes
  • Scheduling Calendar
Scenario 1: Medical Note - Validate My Draft Notes() button returned the right number count
Specific Setup:
  • Avatar CareFabric 2024 Update 20 and CarePOV.E&M Note 2.20.0 are needed in order to utilize full functionality.
  • Must be logged in as a user who is configured as a provider. (User A)
  • An outpatient program must exist. (Program A)
  • A client must have an active episode in "Program A", and have been admitted more than 90 days ago. (Client A)
Steps
  1. Select "Client A" and access the 'Medical Note' widget.
  2. Take note of the [Today's Appts/Notes (X)] and [My Draft Notes (X] buttons.
  3. Click [Add Note] and create a new note for "Client A" such that:
  4. 'Date of Service/Note' = "Today's Date".
  5. 'Time of Service /Note' = "08:00 am".
  6. 'Duration' = "15".
  7. Complete any remaining required fields, click [Save] and [Refresh].
  8. Validate the counter for 'Today's Appts/Notes' and 'My Draft Notes' has increased by one.
  9. Click [My Draft Notes]
  10. Validate the 'Date of Service/Note' column contains a row with "Today's date" and the 'Service Time' column shows "08:00-08:15".
  11. Click [Add Note] and create a new note for "Client A" such that:
  12. 'Date of Service/Note' = "30 days ago".
  13. Complete any remaining required fields, click [Save] and [Refresh].
  14. Validate the counter for 'Today's Appts/Notes' has not changed but the counter for 'My Draft Notes' has increased by one.
  15. Click [Add Note] and create a new note for "Client A" such that:
  16. 'Date of Service/Note' = "60 days ago".
  17. Complete any remaining required fields, click [Save] and [Refresh].
  18. Validate the counter for 'Today's Appts/Notes' has not changed but the counter for 'My Draft Notes' has increased by one.
  19. Click [Add Note] and create a new note for "Client A" such that:
  20. 'Date of Service/Note' = ">90 days ago".
  21. Complete any remaining required fields, click [Save] and [Refresh].
  22. Validate the counter for 'Today's Appts/Notes' and 'My Draft Notes' has remained the same.
  23. Click [Select Note].
  24. Validate the 'Date of Service/Note' column contains a row for all notes added except for the note created with a 'Date of Service/Note' greater than 90 days in the past.
  25. Validate all appointments appear in Chronological order
  26. Click [My Draft Notes]
  27. Validate the 'Date of Service/Note' column contains a row for all notes added except for the note created with a 'Date of Service/Note' greater than 90 days in the past.
  28. Validate appointment appears in Chronological order
  29. Navigate to the 'Scheduling Calendar' form.
  30. Validate all 4 newly created appointments were added to the calendar.
Scenario 2: Medical Note - Add Appointment from Scheduling Calendar, validate My Draft Notes() button return the right number count
Specific Setup:
  • Avatar CareFabric 2024 Update 20 and CarePOV.E&M Note 2.20.0 are needed in order to utilize full functionality.
  • Must be logged in as a user who is configured as a provider. (User A)
  • An outpatient program must exist. (Program A)
  • A client must have an active episode in "Program A", and have been admitted prior to January 22,2024. (Client A)
Steps
  1. Select "Client A", access the 'Medical Note' widget and take note of the count for 'Today's Appts/Notes' and 'My Draft Notes'.
  2. Navigate to the 'Scheduling Calendar' form.
  3. Right click inside the calendar and click [Add Appointment].
  4. Create a new appointment such that:
  5. 'Client' = "Client A".
  6. 'Appointment Status' = "Scheduled".
  7. 'Appointment Date' = "Today's Date".
  8. Complete any remaining required fields and click [Submit].
  9. Close out of the 'Scheduling Calendar' form and Navigate to the 'Medical Note' tab.
  10. Validate the counter for 'Today's Appts/Notes' and 'My Draft Notes' has increased by one.
  11. Navigate to the 'Scheduling Calendar' form.
  12. Create four new appointments for "Client A" such that:
  13. 'Appointment Date' = 3/06/2024.
  14. 'Appointment Date' = 2/01/2024.
  15. 'Appointment Date' = 1/22/2024.
  16. 'Appointment Date' = 3/11/2024.
  17. Close out of the 'Scheduling Calendar' form and Navigate to the 'Medical Note' tab.
  18. Validate the counter for 'Today's Appts/Notes' has remained the same and the counter for 'My Draft Notes' has increased by four.
  19. Click [Select Note] and validate all available notes are listed in chronological order.
  20. Click on [My Draft Notes] and validate all available notes are listed in chronological order.
  21. Launch the 'Scheduling Calendar' form.
  22. Right click [Add Appointment]
  23. Right click inside the calendar and click [Add Appointment].
  24. Create a new appointment such that:
  25. 'Client' = "Client A".
  26. 'Appointment Status' = "Scheduled".
  27. 'Appointment Date' = "a future date".
  28. Complete any remaining required fields and click [Submit].
  29. Navigate to Medical Note
  30. Validate the counter for 'Today's Appts/Notes' and 'My Draft Notes' has remained the same.
  31. Launch 'Scheduling Calendar' form.
  32. Right click on the appointment for today's date for "Client A" and click [Copy].
  33. Right Click on the 'Scheduling Calendar' grid for today's date and click [Paste Appointment].
  34. Validate a 'Warning-Same Day Existing Appointment(s)' message stating "Client "Client A" has the following appointment(s) scheduled" and click [OK].
  35. Close out of the 'Scheduling Calendar' form and Navigate to the 'Medical Note' tab.
  36. Validate the counter for 'Today's Appts/Notes' and 'My Draft Notes' has increased by one.
  37. Launch the 'Scheduling Calendar' form.
  38. Right click on one of the appointments for today's date and click [Delete].
  39. Validate a popup stating "Are you sure" appears and click [Yes].
  40. Close out of the 'Scheduling Calendar' form and Navigate to the 'Medical Note' tab.
  41. Validate the counter for 'Today's Appts/Notes' and 'My Draft Notes' has decreased by one.
  42. Click [Select Note] and validate there is no row for the deleted appointment date/time.
Topics
• Medical Note • NX