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Avatar CareFabric 2024 Update 38

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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 2024.01.01
Avatar CareFabric 2024 Monthly Release 2024.01.01
Avatar PM 2024 Monthly Release 2024.01.01
RADplus 2024 Monthly Release 2024.01.01

Product Update Description

An issue is resolved where non-applicable Add-on service codes might be saved to the client's chart when the 'PutIntegratedCareVisitChargeDetail' action is used.

Required Updates

None

Included Updates

2, 3, 8, 9, 14, 15, 16, 17, 19, 20, 21, 28, 29, 31, 33, 33.1, 34

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Medical Note - Add-on Service Codes
An issue is resolved where non-applicable Add-on service codes might be saved to the client's chart when the 'PutIntegratedCareVisitChargeDetail' action is used. KB0076743 v0.01
Topics
• Add-On • Bells Notes • CareFabric • Medical Note • Progress Notes
 
Acceptance Tests
AV-97905 Summary | Details
Medical Note - Add-on Service Codes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Clinical Document Viewer
  • Document Routing Setup (PM)
  • Registry Settings (PM)
  • Document.Chief Complaint
  • Document.Diagnosis
  • Document.In-Office Administration.LotNumberManager
  • Document.Medical Decision Making
Scenario 1: Medical Note - Verify multiple add-on charge codes with Document Routing and validate services in the 'Client Ledger' form
Specific Setup:
  • Test client (Client A) enrolled in an existing service program
  • Service program must be filtered by "Individual Service Codes". This must be done in the 'Program Maintenance' form
  • Existing E&M service codes and non-E&M service codes are assigned to the current program
  • A Service Code must exist with the assigned add-on service codes
  • Tester must schedule two appointments (Appointment A and Appointment B) for the current date
  • Document routing must be enabled for the Medical Note Progress Note
  • Registry Setting "Enable Multiple Add-On code Per Primary Code Functionality" is enabled
  • User with access to the 'Client Ledger' form
Steps
  1. Open the "Medical Note" widget.
  2. Open "Appointment A" that was created in preconditions.
  3. Enter data for any of the required sections.
  4. Navigate to the "Finalize" tab.
  5. Be sure to fill out the "CPT Selection" section by selecting a CPT code that is defined to include "Add on Services".
  6. Make sure to select at least one of the "Add On Services" that are attached to the CPT code.
  7. Generate the progress note.
  8. Once the medical note is completed, click "Sign Off".
  9. Note that the "Add on Services" information is included toward the end of the progress note.
  10. Click "Accept" on the .tif preview screen.
  11. Open the 'Client Ledger' form for the test client.
  12. Select "Client A" in the 'Client ID' field.
  13. Select "Episode" from the 'All Episodes - Claim/Episode/All Episodes' field.
  14. Select the episode the appointment was created for from the 'Episode Number' field.
  15. Select "Simple" in the 'Ledger Type' field.
  16. Click [Process].
  17. Verify that the ledger displays the service code from the posted appointment.
  18. Verify that the ledger displays the add-on charge codes from the posted appointment.
  19. Click [Dismiss].
  20. Open "Appointment B" that was created in preconditions.
  21. Enter data for any of the required sections.
  22. Navigate to the "Finalize" tab.
  23. Be sure to fill out the "CPT Selection" section by selecting a CPT code that is defined to include "Add on Services".
  24. Make sure to select at least one of the "Add on Services" that are attached to the CPT code.
  25. Generate the progress note.
  26. Once the medical note is completed, click "Sign Off".
  27. Note that the "Add on Service" information is included toward the end of the progress note.
  28. Click "Accept&Route" on the .tif preview screen and route the document to a supervisor or approver.
  29. Log in to Avatar as the user the document was routed to.
  30. In the "myToDo" widget, approve the document that was routed to that user.
  31. Open the 'Client Ledger' form for the test client.
  32. Select "Client A" in the 'Client ID' field.
  33. Select "Episode" from the 'All Episodes - Claim/Episode/All Episodes' field.
  34. Select the episode the appointment was created for from the 'Episode Number' field.
  35. Select "Simple" in the 'Ledger Type' field.
  36. Click [Process].
  37. Verify that the ledger displays the service code from the posted appointment.
  38. Verify that the ledger displays the add-on charge codes from the posted appointment.
  39. Click [Dismiss].
  40. Validate that a 'Form Return' message is displayed stating: Processing report has completed. Do you wish to return to form?
  41. Click [No].
Scenario 2: Bells Notes Integration - Validate Multiple Add-On Service Code Functionality when document routing is enabled
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • The 'Enable Multiple Add-On Code Per Primary Code Functionality' registry setting is enabled.
  • A primary service code is defined (Service Code A) with multiple add-on codes associated (Add On 1, Add On 2, Add On 3).
  • The 'Progress Notes (Group and Individual)' form must be configured for Bells Notes with the following:
  • Document routing enabled
  • The following fields added via 'Site Specific Section Modeling':
  • Add-On Service
  • Add-On Duration
  • Save Add-On Service
  • Selected Add-On Services
  • Select Add-On Service Entry to Edit/Remove
  • Remove Add-On Service
  • Add-On Service Notes
  • 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 'Progress Notes' and 'My To Do's' widget on the HomeView.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Log into Bells Notes as "User A".
  2. Search for "Client A".
  3. Click [Start Note] and verify the existence of the 'Session Information' window.
  4. Select "Service Code A" in the 'Service Code' field.
  5. Fill out all required fields and select the desired note type.
  6. Verify the existence of "Client A" in the client header when note is started.
  7. Fill out all required fields.
  8. Select "Add On 1", "Add On 2", and "Add On 3" in the 'Add-On Services' field.
  9. Enter the desired duration/comments for each add-on.
  10. Click [Sign Note].
  11. Validate the Sign Note' dialog is displayed.
  12. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  13. Validate a message is displayed stating: Note Signed Successfully.
  14. Log into myAvatar as "User A".
  15. Navigate to the "My To Do's" widget.
  16. Validate a 'To-Do' is not displayed for the note sent via Bells Notes since "User A" does not require an approver.
  17. Access the 'Clinical Document Viewer' form.
  18. Select "Client" in the 'Select Type' field.
  19. Select "Individual" in the 'Select All or Individual Client' field.
  20. Select "Client A" in the 'Select Client' field.
  21. Select "All" in the 'Episode' field.
  22. Click [Process].
  23. Validate a document is displayed for the progress note filed from Bells Notes.
  24. Select the document and click [View].
  25. Validate the PDF generated from Bells Notes is displayed with the note details, including the add-on codes.
  26. Click [Close All Documents], [Search], and [Close].
  27. Select "Client A" and access the 'Progress Notes' widget.
  28. Validate the note filed in the previous steps is displayed and contains all progress note data, including the 'Selected Add-On Services'.
  29. Access the 'Client Ledger' form.
  30. Select "Client A" in the 'Client ID' field.
  31. Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
  32. Select "Simple" in the 'Ledger Type' field.
  33. Select "Yes" in the 'Include Zero Charges' field.
  34. Click [Process].
  35. Validate the 'Client Ledger' report contains "Service Code A", "Add On 1", "Add On 2" and "Add On 3".
  36. Close the report and the form.
Scenario 3: Bells Notes Integration - Validate Multiple Add-On Service Code Functionality when document routing is disabled
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • The 'Enable Multiple Add-On Code Per Primary Code Functionality' registry setting is enabled.
  • A primary service code is defined (Service Code A) with multiple add-on codes associated (Add On 1, Add On 2, Add On 3).
  • The 'Progress Notes (Group and Individual)' form must be configured for Bells Notes with the following:
  • The following fields added via 'Site Specific Section Modeling':
  • Add-On Service
  • Add-On Duration
  • Save Add-On Service
  • Selected Add-On Services
  • Select Add-On Service Entry to Edit/Remove
  • Remove Add-On Service
  • Add-On Service Notes
  • 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 as "User A".
  2. Search for "Client A".
  3. Click [Start Note] and verify the existence of the 'Session Information' window.
  4. Select "Service Code A" in the 'Service Code' field.
  5. Fill out all required fields and select the desired note type.
  6. Verify the existence of "Client A" in the client header when note is started.
  7. Fill out all required fields.
  8. Select "Add On 1", "Add On 2", and "Add On 3" in the 'Add-On Services' field.
  9. Enter the desired duration/comments for each add-on.
  10. Click [Sign Note].
  11. Validate the Sign Note' dialog is displayed.
  12. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  13. Validate a message is displayed stating: Note Signed Successfully.
  14. Select "Client A" and access the 'Progress Notes' widget.
  15. Validate the note filed in the previous steps is displayed and contains all progress note data, including the 'Selected Add-On Services'.
  16. Access the 'Client Ledger' form.
  17. Select "Client A" in the 'Client ID' field.
  18. Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
  19. Select "Simple" in the 'Ledger Type' field.
  20. Select "Yes" in the 'Include Zero Charges' field.
  21. Click [Process].
  22. Validate the 'Client Ledger' report contains "Service Code A", "Add On 1", "Add On 2" and "Add On 3".
  23. Close the report and the form.
Scenario 4: Medical Note - Complete a Pending Immunization After a Note Is Finalized - Pediatric Full Workflow
Specific Setup:
  • The 'Avatar CWS->Medication Inventory Management->->->->Enable Medication Inventory Management' registry setting must be set to "Y".
  • The Other CWS Tabled Files '(74101) Inventory Location’ dictionary must contain at least one value. (Location A)
  • Please log out of the application and log back in after completing the above configuration.
  • Two "Vaccination/Immunization" procedure-type service codes must be configured in the 'Service Codes' form. (Medication A and Medication B)
  • "Medication A" and "Medication B" must have a template defined in the 'Medication Inventory Management' form. (Template A and Template B)
  • In the 'Medication Inventory Management' form inventory for "Template A" and "Template B" must be received to "Location A". (Inventory A and Inventory B)
  • An outpatient program must exist that is configured as a "Primary Care Program". (Program A)
  • A client must have an active episode that is associated with "Program A" and is a pediatric patient. (Client 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.
  4. Select the ‘Document’ tab.
  5. Select ‘Immunizations’.
  6. Click [Add] and select "Medication A" from the 'Immunization Search' field.
  7. Validate the 'Dose', 'Unit', and 'Route' fields automatically populate based on the entries made in "Template A".
  8. Fill in any remaining required fields and click [Order].
  9. Validate the 'Pending Administrations' field contains a row for "Medication A"
  10. Click [Add] and select "Medication B" from the 'Immunization Search' field.
  11. Validate the 'Dose', 'Unit', and 'Route' fields automatically populate based on the entries made in "Template B".
  12. Fill in any remaining required fields and click [Administer].
  13. Validate, in the first section, the 'Dose', 'Unit', and 'Route' fields are correctly populated with the updated values and that all fields are disabled.
  14. Select "Yes" for the 'Consent Obtained' radio button.
  15. Select "Not VFC eligible" from the 'VFC Eligibility Code' field.
  16. Select "Facility" from the 'Provided By' field.
  17. Click the 'Lot Number Search' button and validate the 'Lot Number Manager' dialog is launched.
  18. Select the row for "Inventory B" and click [Select].
  19. Validate the 'Lot Number', 'Manufacturer', 'Expiration Date', and 'NDC' are all correctly populated and disabled.
  20. Fill in any remaining required fields and click [Save].
  21. Expand the 'Immunization History' field and validate it contains a row for "Medication B" and that all columns are accurate.
  22. Populate any remaining required sections in the 'Document' tab.
  23. Select the ‘Finalize’ tab.
  24. Populate all required fields and click [Generate Note].
  25. Validate the ‘Note Summary’ is displayed and contains the appropriate information and click [Sign Off].
  26. Validate the 'Progress Note' is displayed and click [Accept], set the ‘Password’ field to the appropriate value, and click [Verify].
  27. Refresh Medical Note.
  28. Click [Add Note].
  29. Create a 'Primary Care' note.
  30. Select the 'Document' tab and navigate to the 'Immunization' section.
  31. Validate the 'Pending Administrations' field contains a row for "Medication A"
  32. Click the ellipses under the 'Action' column for "Medication A" and click [Administer].
  33. Validate, in the first section, the 'Dose', 'Unit', and 'Route' fields are correctly populated with the updated values and that all fields are disabled.
  34. Select "Yes" for the 'Consent Obtained' field.
  35. Select "Not VFC eligible" from the 'VFC Eligibility Code' field.
  36. Select "Facility" from the 'Provided By' field.
  37. Click the 'Lot Number Search' button and validate the 'Lot Number Manager' dialog is launched.
  38. Select the row for "Inventory A" and click [Select].
  39. Validate the 'Lot Number', 'Manufacturer', 'Expiration Date', and 'NDC' are all correctly populated and disabled.
  40. Populate all remaining required fields and click [Save].
  41. Expand the 'Immunization History' field and validate it contains a row for "Medication A" and that all columns are accurate.
Topics
• Add-On • Bells Notes • CareFabric • Medical Note • Progress Notes