CareConnect Inbox - Client Attachments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Ambulatory Progress Notes
- CareConnect Inbox
- Patient Health Questionnaire-9
- Progress Notes (Group and Individual)
- Treatment Plan
- Update Client Data
Scenario 1: 'CareConnect Inbox' POV - Send a referral with client attachments
Specific Setup:
- A client is enrolled in an existing episode (Client A).
- "Client A" has the records on file for the following: 'Ambulatory Progress Notes', 'Progress Notes (Group and Individual)', 'Treatment Plan', and 'Patient Health Questionnaire-9'.
- Must have access to the 'CareConnect Inbox' POV.
Steps
- Access the 'CareConnect Inbox' POV.
- Start a new referral.
- Select the desired contact in the 'Add Contact' field.
- Enter the desired value in the 'Subject' field.
- Search for and select the desired provider in the 'Provider Search' field.
- Search for and select "Client A" in the 'Client Search' field.
- Click [Attach CCD].
- Validate the generated CCD is displayed and click [Attach CCD].
- Click [Client Attachments].
- Select "Client A's" existing episode in the 'Episode' field.
- Select "Admission", "Ambulatory Progress Notes", "Progress Notes (Group and Individual)", "Treatment Plan", "Patient Health Questionnaire-9", and "Update Client Data" in the 'Forms to Attach' field.
- Click [Generate PDF].
- Validate all of the client attachment PDF's are displayed.
- Select the 'Admission' PDF.
- Validate the admission data is displayed and there is no signature at the end of the document.
- Select the 'Ambulatory Progress Notes' PDF.
- Validate the progress note data is displayed and there is no signature at the end of the document.
- Select the 'Progress Notes (Group and Individual)' PDF.
- Validate the progress note data is displayed and there is no signature at the end of the document.
- Select the 'Patient Health Questionnaire-9' PDF.
- Validate the assessment data is displayed and there is no signature at the end of the document.
- Select the 'Treatment Plan' PDF.
- Validate the treatment plan data is displayed and there is no signature at the end of the document.
- Select the 'Update Client Data' PDF.
- Validate the client data is displayed and there is no signature at the end of the document.
- Send the referral.
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Topics
• Progress Notes
• Referral
• Treatment Plan
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