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Avatar CareFabric 2024 Update 31

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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 2024.01.00
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 enhanced to support Bells Notes integration.

Required Updates

None

Included Updates

2, 3, 8, 9, 15, 16, 19, 20, 21, 28, 29

Details
NEW1 CHANGED0 FIXED0
New (1)
Bells Notes Integration - Group Appointments
Avatar CareFabric is enhanced to support group appointments for Bells Notes intregration.
Value Added: Support for Bells Notes integration.
Topics
• Bells Notes • CareFabric • Progress Notes • Scheduling Calendar
 
Acceptance Tests
AV-94606 Summary | Details
Bells Notes Integration - Group Appointments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
Scenario 1: Bells Notes Integration - Validate group appointment progress notes
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form must have 'Document Routing' enabled.
  • The 'Post Appointment When the Note Is Submitted' registry setting must be set to "Y" for the 'Progress Notes (Group and Individual)' form.
  • Must have a note type in Bells for the 'Progress Notes (Group and Individual)' form (Note Type A).
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner (Practitioner A)
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' and 'Progress Notes' widgets on the HomeView.
  • A group is defined (Group A) with two clients (Client A & Client B).
  • An appointment for "Group A" must be scheduled for the current date with "Practitioner A".
Steps
  1. Log into Bells Notes as "User A".
  2. Navigate to the 'Agenda' section.
  3. Validate the appointment for "Group A" is displayed and select it.
  4. Click [Start Note].
  5. Validate the 'Group Session Information' window is displayed.
  6. Validate "Client A" and "Client B" are displayed for the appointment.
  7. Click [Start Note] and [Assign].
  8. Enter the desired value in the 'Group Summary' field.
  9. Populate required and desired details for "Client A" and "Client B", then mark reviewed.
  10. Click [Sign Reviewed Notes].
  11. Enter the pin for "User A" and click [Sign].
  12. Validate a message is displayed stating: Note Signed Successfully.
  13. Log into myAvatar as "User A".
  14. Access the 'Scheduling Calendar' form.
  15. Validate the appointment for "Group A" with "Practitioner A" has the posted disposition icon.
  16. Right click and select [View Summary] for the group appointment.
  17. Validate the appointment details are displayed and the 'Current Group Members' field contains "Client B" and "Client C".
  18. Click [Dismiss] and [OK].
  19. Select "Client A" and navigate to the 'Progress Notes' widget.
  20. Validate the 'Progress Notes' widget contains the finalized progress note submitted from Bells Notes for the appointment.
  21. Validate all progress note data displays as expected.
  22. Select "Client B" and navigate to the 'Progress Notes' widget.
  23. Validate the 'Progress Notes' widget contains the finalized progress note submitted from Bells Notes for the appointment.
  24. Validate all progress note data displays as expected.
  25. Access the 'Client Ledger' form.
  26. Select "Client A" in the 'Client ID' field.
  27. Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
  28. Select "Simple" in the 'Ledger Type' field.
  29. Select "Yes" in the 'Include Zero Charges' field.
  30. Click [Process].
  31. Validate the group service posted in the previous steps is displayed as expected.
  32. Click [Close] and [Yes] to return to form.
  33. Select "Client B" in the 'Client ID' field.
  34. Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
  35. Select "Simple" in the 'Ledger Type' field.
  36. Select "Yes" in the 'Include Zero Charges' field.
  37. Click [Process].
  38. Validate the group service posted in the previous steps is displayed as expected.
  39. Click [Close] and close the form.
Scenario 2: Bells Notes Integration - Validate adding/removing clients from a group appointment
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form must have 'Document Routing' enabled.
  • The 'Post Appointment When the Note Is Submitted' registry setting must be set to "Y" for the 'Progress Notes (Group and Individual)' form.
  • Must have a note type in Bells for the 'Progress Notes (Group and Individual)' form (Note Type A).
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner (Practitioner A)
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' and 'Progress Notes' widgets on the HomeView.
  • A group is defined (Group A) with two clients (Client A & Client B).
  • An appointment for "Group A" must be scheduled for the current date with "Practitioner A".
  • A client is defined (Client C) that is not part of "Group A".
Steps
  1. Log into Bells Notes as "User A".
  2. Navigate to the 'Agenda' section.
  3. Validate the appointment for "Group A" is displayed and select it.
  4. Click [Start Note].
  5. Validate the 'Group Session Information' window is displayed.
  6. Validate "Client A" and "Client B" are displayed for the appointment.
  7. Remove "Client A" from the group appointment.
  8. Search for and select to add "Client C" to the group appointment.
  9. Click [Start Note] and [Assign].
  10. Enter the desired value in the 'Group Summary' field.
  11. Populate required and desired details for "Client B" and "Client C", then click [Mark Reviewed] for each client.
  12. Click [Sign Reviewed Notes].
  13. Enter the pin for "User A" and click [Sign].
  14. Validate a message is displayed stating: Note Signed Successfully.
  15. Log into myAvatar as "User A".
  16. Access the 'Scheduling Calendar' form.
  17. Validate the appointment for "Group A" with "Practitioner A" has the posted disposition icon.
  18. Right click and select [View Summary] for the group appointment.
  19. Validate the appointment details are displayed and the 'Current Group Members' field contains "Client B" and "Client C".
  20. Click [Dismiss] and [OK].
  21. Select "Client B" and navigate to the 'Progress Notes' widget.
  22. Validate the 'Progress Notes' widget contains the finalized progress note submitted from Bells Notes for the appointment.
  23. Validate all progress note data displays as expected.
  24. Select "Client C" and navigate to the 'Progress Notes' widget.
  25. Validate the 'Progress Notes' widget contains the finalized progress note submitted from Bells Notes for the appointment.
  26. Validate all progress note data displays as expected.
  27. Access the 'Client Ledger' form.
  28. Select "Client B" in the 'Client ID' field.
  29. Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
  30. Select "Simple" in the 'Ledger Type' field.
  31. Select "Yes" in the 'Include Zero Charges' field.
  32. Click [Process].
  33. Validate the group service posted in the previous steps is displayed as expected.
  34. Click [Close] and [Yes] to return to form.
  35. Select "Client C" in the 'Client ID' field.
  36. Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
  37. Select "Simple" in the 'Ledger Type' field.
  38. Select "Yes" in the 'Include Zero Charges' field.
  39. Click [Process].
  40. Validate the group service posted in the previous steps is displayed as expected.
  41. Click [Close] and close the form.
Topics
• Bells Notes • CareFabric • Progress Notes • Scheduling Calendar