TeleHealth - Recurring Appointments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- CareFabric Monitor
- Crystal Report Viewer
- Registry Settings (PM)
- Dictionary Update (PM)
Scenario 1: Schedule recurring TeleHealth appointment with a TeleHealth service code and validate the TeleHealthAppointmentCreated/Updated/Deleted SDK events
Specific Setup:
- A service code must be defined as a "Telehealth Service" in the 'Service Codes' form.
- Using the "Admission" form"
- Admit a new client into any episode.
- Navigate to the "Demographics" section.
- Enter a home address, city, state and zip.
- Enter an email address.
- Enter a home telephone number.
Steps
- Open the "Scheduling Calendar" form.
- Schedule a recurring appointment TeleHealth service using a TeleHealth service code.
- Open the "CareFabric Monitor" form:
- Run the Activity Log for the following events "TeleHealthAppointmentCreated".
- Validate that a "TeleHealthAppointmentCreated" event is generated for however many appointments are in the recurrence.
- Validate that each "TeleHealthAppointmentCreated" event includes the following:
- Validate the "isReoccuringAppointment" property is "true".
- Validate the event includes the "RecurrenceInfo" object.
- Validate the "appointmentDateRange" object. Ensure the date and time are accurate.
- Validate the "recurrenceInfo" - "startDate" field. Ensure the date and time are accurate.
- Return to the "Scheduling Calendar":
- Edit the recurring appointment that was created in previous steps.
- Change the duration of the service.
- Open the "CareFabric Monitor" form:
- Run the Activity Log for the following events "TeleHealthAppointmentUpdated".
- Validate that a "TeleHealthAppointmentUpdated" event is generated for however many appointments are in the recurrence.
- Validate that each "TeleHealthAppointmentUpdated" event includes the following:
- Validate the "isReoccuringAppointment" property is "true".
- Validate the event includes the "RecurrenceInfo" object.
- Validate the "appointmentDateRange" object. Ensure the date and time are accurate.
- Validate the "recurrenceInfo" - "startDate" field. Ensure the date and time are accurate.
- Return to the "Scheduling Calendar":
- Delete the recurring appointment that was created and edited in previous steps.
- Open the "CareFabric Monitor" form:
- Run the Activity Log for the following events "TeleHealthAppointmentDeleted".
- Validate that a "TeleHealthAppointmentDeleted" event is generated for however many appointments are in the recurrence.
- Validate that each "TeleHealthAppointmentDeleted" event includes the following:
- Validate the "isReoccuringAppointment" property is "true".
- Validate the event includes the "RecurrenceInfo" object.
Scenario 2: Schedule recurring TeleHealth appointment with a TeleHealth location and validate the TeleHealthAppointmentCreated/Updated/Deleted SDK events
Specific Setup:
- Using "Dictionary Update" form:
- Select the "Client" File.
- Select data element "(10006) Location".
- Select one active location and designate it as "Yes" for the extended dictionary data element (586) Is this a Telehealth location?".
- Using the "Registry Settings" form:
- Enable the registry setting "Enable Telehealth integration at the location level".
- Using the "Admission" form:
- Admit a new client into any episode.
- Navigate to the "Demographics" section.
- Enter a home address, city, state and zip.
- Enter an email address.
- Enter a home telephone number.
Steps
- Open the "Scheduling Calendar" form:
- Schedule a recurring appointment TeleHealth service using a TeleHealth location.
- Open the "CareFabric Monitor" form:
- Run the Activity Log for the following events "TeleHealthAppointmentCreated".
- Validate that a "TeleHealthAppointmentCreated" event is generated for however many appointments are in the recurrence.
- Validate that each "TeleHealthAppointmentCreated" event includes the following:
- Validate the "isReoccuringAppointment" property is "true".
- Validate the event includes the "RecurrenceInfo" object.
- Validate the "appointmentDateRange" object. Ensure the date and time are accurate.
- Validate the "recurrenceInfo" - "startDate" field. Ensure the date and time are accurate.
- Return to the "Scheduling Calendar":
- Edit the recurring appointment that was created in previous steps.
- Change the duration of the service.
- Open the "CareFabric Monitor" form:
- Run the Activity Log for the following events "TeleHealthAppointmentUpdated".
- Validate that a "TeleHealthAppointmentUpdated" event is generated for however many appointments are in the recurrence.
- Validate that each "TeleHealthAppointmentUpdated" event includes the following:
- Validate the "isReoccuringAppointment" property is "true".
- Validate the event includes the "RecurrenceInfo" object.
- Validate the "appointmentDateRange" object. Ensure the date and time are accurate.
- Validate the "recurrenceInfo" - "startDate" field. Ensure the date and time are accurate.
- Return to the "Scheduling Calendar":
- Delete the recurring appointment that was created and edited in previous steps.
- Open the "CareFabric Monitor" form:
- Run the Activity Log for the following events "TeleHealthAppointmentDeleted".
- Validate that a "TeleHealthAppointmentDeleted" event is generated for however many appointments are in the recurrence.
- Validate that each "TeleHealthAppointmentDeleted" event includes the following:
- Validate the "isReoccuringAppointment" property is "true".
- Validate the event includes the "RecurrenceInfo" object.
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Topics
• CareFabric Monitor
• Scheduling Calendar
• Telehealth
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TeleHealth - Group Appointments
Scenario 1: Schedule a TeleHealth Group appointment with a TeleHealth location and validate the TeleHealthAppointmentCreated/Updated/Deleted SDK events
Specific Setup:
- The 'Enable Telehealth integration at location level' registry setting is set to "Y".
- A location must be defined as a "TeleHealth Location" in the 'Dictionary Update' form.
- A client is enrolled in an existing episode and has a phone number and email filed (Client A).
- A user is defined in 'User Definition' that has the following: "TeleHealth" selected in the 'Netsmart Mobile App Access' field, "System Admin" selected in the 'Netsmart Mobile App User Role' field, an email filed in the 'Organizational Email Address' field, and an associated staff member that has hours for scheduling.
- Group Telehealth Service codes must be created.
- The services should indicate they are a Telehealth service by responding to the "Is this a Telehealth Service" with "Yes".
- A group needs to be selected or created for this testing.
Steps
- Using the "Scheduling Calendar"
- Add a new group telehealth appointment.
- Leave this form open.
- Using the "CareFabric Monitor" form
- Using filters, locate the "TeleHealthAppointmentCreated" event that was triggered when the appointment was created.
- Validate the event includes all clients in the group.
- Leave this form open.
- Using the "Scheduling Calendar"
- Right click on the appointment that was just scheduled.
- Click on "Add/Remove Group Members" to remove a client from the group appointment.
- Using the "CareFabric Monitor" form
- Using filters, locate the "TeleHealthAppointmentUpdated" event that was triggered when a group member was removed from the group.
- Validate the event includes all clients who remain in the group.
- Leave this form open.
- Using the "Scheduling Calendar"
- Right click on the appointment that was just updated.
- Click on "Delete".
- Validate the appointment is removed from the calendar.
- Using the "CareFabric Monitor" form
- Using filters, locate the "TeleHealthAppointmentDeleted" event that was triggered when the appointment was deleted.
- Close all forms.
Scenario 2: Schedule a TeleHealth Group Appointment with a TeleHealth service code and validate the TeleHealthAppointmentCreated/Updated/Deleted SDK events
Specific Setup:
- A client is enrolled in an existing episode and has a phone number and email filed (Client A).
- A user is defined in 'User Definition' that has the following: "TeleHealth" selected in the 'Netsmart Mobile App Access' field, "System Admin" selected in the 'Netsmart Mobile App User Role' field, an email filed in the 'Organizational Email Address' field, and an associated staff member that has hours for scheduling.
- Group Telehealth Service codes must be created.
- The services should indicate they are a Telehealth service by responding to the "Is this a Telehealth Service" with "Yes".
- A group needs to be selected or created for this testing.
Steps
- Using the "Scheduling Calendar"
- Add a new group telehealth appointment.
- Leave this form open.
- Using the "CareFabric Monitor" form
- Using filters, locate the "TeleHealthAppointmentCreated" event that was triggered when the appointment was created.
- Validate the event includes all clients in the group.
- Leave this form open.
- Using the "Scheduling Calendar"
- Right click on the appointment that was just scheduled.
- Click on "Add/Remove Group Members" to remove a client from the group appointment.
- Using the "CareFabric Monitor" form
- Using filters, locate the "TeleHealthAppointmentUpdated" event that was triggered when a group member was removed from the group.
- Validate the event includes all clients who remain in the group.
- Leave this form open.
- Using the "Scheduling Calendar"
- Right click on the appointment that was just updated.
- Click on "Delete".
- Validate the appointment is removed from the calendar.
- Using the "CareFabric Monitor" form
- Using filters, locate the "TeleHealthAppointmentDeleted" event that was triggered when the appointment was deleted.
- Close all forms.
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Topics
• CareFabric Monitor
• Scheduling Calendar
• Telehealth
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