Skip to main content

Avatar CareFabric 2024 Update 45

  1. Last updated
  2. Save as PDF

Product Requirements and Recommendations

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

Recommended Update Level

Avatar Cal-PM 2024 Monthly Release 2024.01.02
Avatar CareFabric 2024 Monthly Release 2024.01.02
Avatar CWS 2024 Update 62
Avatar PM 2024 Monthly Release 2024.01.02
RADplus 2024 Monthly Release 2024.01.02

Product Update Description

Avatar CareFabric is enhanced for future functionality.

Required Updates

None

Included Updates

7

Details
NEW1 CHANGED0 FIXED0
New (1)
Avatar CareFabric - Clinical Notes
Avatar CareFabric is enhanced to further support Clinical Notes.
Please note: Avatar CWS 2024 Update 62 is required for full functionality.
Value Added: Enhancing CareFabric capabilities.
Topics
• Clinical Notes Mapping • Progress Notes
 
Acceptance Tests
AV-97693 Summary | Details
Avatar CareFabric - Clinical Notes
Scenario 1: Clinical Notes Mapping - Ambulatory Progress Notes - Validate the 'ClinicalNoteFinalized' SDK event
Specific Setup:
  • A client is enrolled in an outpatient episode (Client A).
  • The 'Ambulatory Progress Notes' form is flagged in the 'Flag Assessment Forms' form.
Steps
  1. Access the 'Clinical Notes Mapping' form.
  2. Select "Clinical Summary" in the 'Type of CCDA Document' field.
  3. Select "[Avatar CWS] Ambulatory Progress Notes (CWS7001)" in the 'Care Record Form to Map' field.
  4. Select "Activities" in the 'Note Type to Map' field.
  5. Validate the 'CCDA Document Title' field contains "Clinical Summary".
  6. Select "Allergies and Intolerances" in the 'Standard Sections To Include To CCD' field.
  7. Select "Yes" in the 'Enabled' field.
  8. Click [New Row] in the 'Field Settings' grid.
  9. Select "Health Concerns" in the 'CCDA Field Name' field.
  10. Select "[Avatar CWS] Health and Review of Systems (CWS42000)" in the 'Care Record Form/Assessment' field.
  11. Select "Family History" in the 'Care Record Field Name' field.
  12. Click [Submit] and close the form.
  13. Select "Client A" and access the 'Health and Review of Systems' form.
  14. Enter the current date in the 'Assessing Date' field.
  15. Select the desired value in the 'Type of Client' field.
  16. Enter the desired value in the 'Family History' field.
  17. Select the desired value in the 'Include In Syndromic Reporting' field.
  18. Populate any other desired fields.
  19. Select "Final" in the 'Draft/Final' field.
  20. Click [Submit] and close the form.
  21. Select "Client A" and access the 'Ambulatory Progress Notes' form.
  22. Select "Independent Note" in the 'Progress Note For' field.
  23. Select "Activities" in the 'Note Type' field.
  24. Enter the desired value in the 'Notes Field' field.
  25. Validate the 'Are you releasing to myHealthPointe or External providers?' field is visible and required. Please note: this field will only become visible when a note type that is mapped in the 'Clinical Notes Mapping' form is selected for the progress note form being used.
  26. Validate the 'Reason for Not Releasing to myHealthPointe' field is displayed and initially disabled.
  27. Select "myHealthPointe" in the 'Are you releasing to myHealthPointe or External providers?' field.
  28. Validate the 'Reason for Not Releasing to myHealthPointe' field is disabled.
  29. Select "Both" in the 'Are you releasing to myHealthPointe or External providers?' field.
  30. Validate the 'Reason for Not Releasing to myHealthPointe' field is disabled.
  31. Select "External" in the 'Are you releasing to myHealthPointe or External providers?' field.
  32. Validate the 'Reason for Not Releasing to myHealthPointe' field is now enabled and required.
  33. Select "None" in the 'Are you releasing to myHealthPointe or External providers?' field.
  34. Validate 'Reason for Not Releasing to myHealthPointe' field is now enabled and required.
  35. Enter any value in the 'Reason for Not Releasing to myHealthPointe' field.
  36. Select "Final" in the 'Draft/Final' field.
  37. Click [Submit] and close the form.
  38. Access the 'CareFabric Monitor' form.
  39. Enter the current date in the 'From Date' and 'Through Date' fields.
  40. Select "Client A" in the 'Client ID' field.
  41. Select "ClinicalNoteFinalized" in the 'Event/Action Search' field.
  42. Click [View Activity Log].
  43. Validate a 'ClinicalNoteFinalized' record is displayed.
  44. Click [Click To View Record].
  45. Validate the 'documentDescription' field contains "Clinical Summary".
  46. Validate the 'documentID' - 'id' field contains a unique identifier.
  47. Validate the 'documentTitle' field contains "Clinical Summary".
  48. Validate the 'healthConcerns' field contains the 'Family History' filed in the 'Health and Review of Systems' form.
  49. Validate the 'includedSectionCodes' - 'code' field contains "Allergies and Intolerances".
  50. Validate the 'includedSectionCodes' - 'displayName' field contains "Allergies and Intolerances".
  51. Validate the 'isReleaseExternal' field contains "false".
  52. Validate the 'isReleaseToPatient' field contains "false".
  53. Close the report and the form.
Scenario 2: Clinical Notes Mapping - Inpatient Progress Notes - Validate the 'ClinicalNoteFinalized' SDK event
Specific Setup:
  • A client is enrolled in an inpatient episode (Client A).
  • The 'Inpatient Progress Notes' form is flagged in the 'Flag Assessment Forms' form.
Steps
  1. Access the 'Clinical Notes Mapping' form.
  2. Select "Clinical Summary" in the 'Type of CCDA Document' field.
  3. Select "[Avatar CWS] Inpatient Progress Notes (CWS7000)" in the 'Care Record Form to Map' field.
  4. Select "Activities" in the 'Note Type to Map' field.
  5. Validate the 'CCDA Document Title' field contains "Clinical Summary".
  6. Select "Allergies and Intolerances" in the 'Standard Sections To Include To CCD' field.
  7. Select "Yes" in the 'Enabled' field.
  8. Click [New Row] in the 'Field Settings' grid.
  9. Select "Chief Complaint" in the 'CCDA Field Name' field.
  10. Select "[Avatar CWS] Health and Review of Systems (CWS42000)" in the 'Care Record Form/Assessment' field.
  11. Select "Chief Complaint" in the 'Care Record Field Name' field.
  12. Click [Submit] and close the form.
  13. Select "Client A" and access the 'Health and Review of Systems' form.
  14. Enter the current date in the 'Assessing Date' field.
  15. Select the desired value in the 'Type of Client' field.
  16. Enter the desired value in the 'Chief Complaint' field.
  17. Select the desired value in the 'Include In Syndromic Reporting' field.
  18. Populate any other desired fields.
  19. Select "Final" in the 'Draft/Final' field.
  20. Click [Submit] and close the form.
  21. Select "Client A" and access the 'Inpatient Progress Notes' form.
  22. Select "Independent Note" in the 'Progress Note For' field.
  23. Select "Activities" in the 'Note Type' field.
  24. Enter the desired value in the 'Notes Field' field.
  25. Validate the 'Are you releasing to myHealthPointe or External providers?' field is visible and required. Please note: this field will only become visible when a note type that is mapped in the 'Clinical Notes Mapping' form is selected for the progress note form being used.
  26. Validate the 'Reason for Not Releasing to myHealthPointe' field is displayed and initially disabled.
  27. Select "myHealthPointe" in the 'Are you releasing to myHealthPointe or External providers?' field.
  28. Validate the 'Reason for Not Releasing to myHealthPointe' field is disabled.
  29. Select "Both" in the 'Are you releasing to myHealthPointe or External providers?' field.
  30. Validate the 'Reason for Not Releasing to myHealthPointe' field is disabled.
  31. Select "External" in the 'Are you releasing to myHealthPointe or External providers?' field.
  32. Validate the 'Reason for Not Releasing to myHealthPointe' field is now enabled and required.
  33. Select "None" in the 'Are you releasing to myHealthPointe or External providers?' field.
  34. Validate the 'Reason for Not Releasing to myHealthPointe' field is now enabled and required.
  35. Enter any value in the 'Reason for Not Releasing to myHealthPointe' field.
  36. Select "Final" in the 'Draft/Final' field.
  37. Click [Submit] and close the form.
  38. Access the 'CareFabric Monitor' form.
  39. Enter the current date in the 'From Date' and 'Through Date' fields.
  40. Select "Client A" in the 'Client ID' field.
  41. Select "ClinicalNoteFinalized" in the 'Event/Action Search' field.
  42. Click [View Activity Log].
  43. Validate a 'ClinicalNoteFinalized' record is displayed.
  44. Click [Click To View Record].
  45. Validate the 'chiefComplaint' field contains the 'Chief Complaint' filed in the 'Health and Review of Systems' form.
  46. Validate the 'documentDescription' field contains "Clinical Summary".
  47. Validate the 'documentID' - 'id' field contains a unique identifier.
  48. Validate the 'documentTitle' field contains "Clinical Summary".
  49. Validate the 'includedSectionCodes' - 'code' field contains "Allergies and Intolerances".
  50. Validate the 'includedSectionCodes' - 'displayName' field contains "Allergies and Intolerances".
  51. Validate the 'isReleaseExternal' field contains "false".
  52. Validate the 'isReleaseToPatient' field contains "false".
  53. Close the report and the form.
Scenario 3: Clinical Notes Mapping - Progress Notes (Group and Individual) - Validate the 'ClinicalNoteFinalized' SDK event
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • The 'Progress Notes (Group and Individual)' form is flagged in the 'Flag Assessment Forms' form.
Steps
  1. Access the 'Clinical Notes Mapping' form.
  2. Select "Progress Note" in the 'Type of CCDA Document' field.
  3. Select "[Avatar CWS] Progress Notes (Group and Individual) (CWSPN22000)" in the 'Care Record Form to Map' field.
  4. Select "Activities" in the 'Note Type to Map' field.
  5. Validate the 'CCDA Document Title' field contains "Progress Note".
  6. Select "Social History" in the 'Standard Sections To Include To CCD' field.
  7. Select "Yes" in the 'Enabled' field.
  8. Click [New Row] in the 'Field Settings' grid.
  9. Select "History of Present Illness" in the 'CCDA Field Name' field.
  10. Select "[Avatar CWS] Health and Review of Systems (CWS42000)" in the 'Care Record Form/Assessment' field.
  11. Select "Past History" in the 'Care Record Field Name' field.
  12. Click [Submit] and close the form.
  13. Select "Client A" and access the 'Health and Review of Systems' form.
  14. Enter the current date in the 'Assessing Date' field.
  15. Select the desired value in the 'Type of Client' field.
  16. Enter the desired value in the 'Past History' field.
  17. Select the desired value in the 'Include In Syndromic Reporting' field.
  18. Populate any other desired fields.
  19. Select "Final" in the 'Draft/Final' field.
  20. Click [Submit] and close the form.
  21. Access the 'Progress Notes (Group and Individual)' form.
  22. Select "Client A" in the 'Select Client' field.
  23. Select the existing episode in the 'Select Episode' field.
  24. Select "New Service" in the 'Progress Note For' field.
  25. Select "Activities" in the 'Note Type' field.
  26. Enter the desired value in the 'Notes Field' field.
  27. Select the desired practitioner in the 'Practitioner' field.
  28. Enter the current date in the 'Date Of Service' field.
  29. Select the desired service code in the 'Service Charge Code' field.
  30. Validate the 'Are you releasing to myHealthPointe or External providers?' field is visible and required. Please note: this field will only become visible when a note type that is mapped in the 'Clinical Notes Mapping' form is selected for the progress note form being used.
  31. Validate the 'Reason for Not Releasing to myHealthPointe' field is displayed and initially disabled.
  32. Select "myHealthPointe" in the 'Are you releasing to myHealthPointe or External providers?' field.
  33. Validate the 'Reason for Not Releasing to myHealthPointe' field is disabled.
  34. Select "Both" in the 'Are you releasing to myHealthPointe or External providers?' field.
  35. Validate the 'Reason for Not Releasing to myHealthPointe' field is disabled.
  36. Select "External" in the 'Are you releasing to myHealthPointe or External providers?' field.
  37. Validate the 'Reason for Not Releasing to myHealthPointe' field is now enabled and required.
  38. Select "None" in the 'Are you releasing to myHealthPointe or External providers?' field.
  39. Validate the 'Reason for Not Releasing to myHealthPointe' field is now enabled and required.
  40. Enter any value in the 'Reason for Not Releasing to myHealthPointe' field.
  41. Select "Final" in the 'Draft/Final' field.
  42. Click [File Note].
  43. Validate a message is displayed stating: Note Filed.
  44. Click [OK] and close the form.
  45. Access the 'CareFabric Monitor' form.
  46. Enter the current date in the 'From Date' and 'Through Date' fields.
  47. Select "Client A" in the 'Client ID' field.
  48. Select "ClinicalNoteFinalized" in the 'Event/Action Search' field.
  49. Click [View Activity Log].
  50. Validate a 'ClinicalNoteFinalized' record is displayed.
  51. Click [Click To View Record].
  52. Validate the 'documentDescription' field contains "Progress Note".
  53. Validate the 'documentID' - 'id' field contains a unique identifier.
  54. Validate the 'documentTitle' field contains "Progress Note".
  55. Validate the 'historyOfPresentIllness' field contains the 'Past History' filed in the 'Health and Review of Systems' form.
  56. Validate the 'includedSectionCodes' - 'code' field contains "Social History".
  57. Validate the 'includedSectionCodes' - 'displayName' field contains "Social History".
  58. Validate the 'isReleaseExternal' field contains "false".
  59. Validate the 'isReleaseToPatient' field contains "false".
  60. Close the report and the form.
Topics
• Clinical Notes Mapping • Progress Notes