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Avatar CareFabric 2024 Update 39

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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

The Avatar CareFabric system is enhanced to deliver improved error messages for submissions that include Site Specific Section Modeling elements with a Progress Note. Additionally, the Plan Type and Status descriptions are now correctly provided with the Treatment Plan data.

Required Updates

None

Included Updates

18

Details
NEW1 CHANGED1 FIXED0
New (1)
Avatar CareFabric - Progress Notes
Avatar CareFabric is enhanced to deliver improved error messages for submissions that include 'Site Specific Section Modeling' elements within a Progress Note. KB0076794 v0.01
Value Added: Enhancing CareFabric capabilities.
Topics
• Bells Notes • CareFabric • Progress Notes • Site Specific Section Modeling
 
Changed (1)
Avatar CareFabric - 'SearchCarePlan' SDK action
The 'SearchCarePlan' SDK action is updated to return the 'Plan Type' and 'Status' descriptions for copies of the 'Treatment Plan' form.
Value Added: Enhancing CareFabric capabilities.
Topics
• Bells Notes • CareFabric • Progress Notes • Treatment Plan
 
Acceptance Tests
AV-98452 Summary | Details
Avatar CareFabric - Progress Notes
Scenario 1: Bells Notes Integration - validate 'Site Specific Section Modeling' in progress notes 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 'Progress Notes (Group and Individual)' form must be configured for Bells Notes with the following:
  • Document routing enabled
  • 'Site Specific Section Modeling' fields that are imported to a corresponding note type in Bells (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' 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 including fields added via 'Site Specific Section Modeling'.
  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. Select "Client A" and navigate to the 'Progress Notes' widget.
  13. Validate the progress note filed from Bells Notes is displayed and contains the 'Site Specific Section Modeling' fields.
  14. Access the 'Clinical Document Viewer' form.
  15. Select "Client" in the 'Select Type' field.
  16. Select "Individual" in the 'Select All or Individual Client' field.
  17. Select "Client A" in the 'Select Client' field.
  18. Select "All" in the 'Episode' field.
  19. Click [Process].
  20. Validate a document is displayed for the progress note filed from Bells Notes.
  21. Select the document and click [View].
  22. Validate the PDF generated from Bells Notes is displayed and contains the progress note data filed including the 'Site Specific Section Modeling' fields.
  23. Click [Close All Documents], [Search], and [Close].
Scenario 2: Bells Notes Integration - validate 'Site Specific Section Modeling' in progress notes 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:
  • Document routing disabled
  • 'Site Specific Section Modeling' fields that are imported to a corresponding note type in Bells (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 '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 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 including fields added via 'Site Specific Section Modeling'.
  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 progress note sent via Bells Notes for "Client A" since document routing is not enabled.
  14. Navigate to the 'My Clients' widget.
  15. Double click on "Client A" to access the Chart View.
  16. Select "Form A" from the left-hand side,
  17. Validate the progress note sent via Bells Notes is displayed and contains the progress note data filed including the 'Site Specific Section Modeling' fields.
  18. Click [Close Chart].
Topics
• Bells Notes • CareFabric • Progress Notes • Site Specific Section Modeling
AV-98569 Summary | Details
Avatar CareFabric - 'SearchCarePlan' SDK action
Scenario 1: Treatment Plan - validate the 'SearchCarePlan' SDK action
Steps
  • Internal testing only.
Topics
• CareFabric • Treatment Plan