Avatar CWS 2022 Update 132

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Product Requirements / Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar Appointment Scheduling 2022 Update 31

Product Update Form Description

Avatar CWS is enhanced to support other products and modules.

Included Updates

3, 4, 5, 6, 10, 11, 13, 13.1, 14, 17, 18, 20, 22, 24, 26, 27, 28, 30, 31, 32, 35, 37, 38, 39, 40, 41, 44, 45, 46, 48, 49, 50, 53, 54, 55, 57, 58, 59, 61, 64, 66, 68, 69, 70, 71, 73, 76, 80, 82, 83, 84, 86, 87, 90, 94, 95, 96, 98, 100, 102, 103, 105, 106, 107, 108, 109, 110, 113, 117, 118, 120, 121, 123, 124, 126, 127, 130, 130.1

Required Updates

None

Details

NEW1 CHANGED0 FIXED0

New (1)

AV-86623 Details \| User Acceptance Tests Avatar CWS - support for other products and modules The 'Progress Note Corrections' and 'Product Final to Draft Override' forms are enhanced to support other products and modules. Value Added: Support for other products and modules	Topics • Product Final to Draft Override • Progress Note Corrections • Progress Notes • Scheduling Calendar

Acceptance Tests

AV-86623 Summary | Details

Avatar CWS - support for other products and modules

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Client Ledger
Progress Note Corrections
Progress Notes (Group and Individual)
Product Final to Draft Override
Registry Settings (PM)

Scenario 1: 'Product Final to Draft Override' - Revert a Finalized Progress Note to a 'Draft' status

Specific Setup:

A client is enrolled in an existing episode (Client A).
The 'Progress Notes' widget is accessible on the HomeView.

Steps

Access the 'Progress Notes (Group and Individual)' form.
Select "Client A" in the 'Select Client' field.
Select "Independent Note" in the 'Progress Note For' field.
Select the desired value in the 'Note Type' field.
Enter the desired value in the 'Notes Field' field.
Select "Final" in the 'Draft/Final' field.
Click [File Note].
Validate a message is displayed stating: Note Filed.
Click [OK] and close the form.
Select "Client A" and access the 'Progress Notes' widget.
Validate the finalized note is displayed.
Access the 'Product Final To Draft Override' form.
Select "Progress Notes (Group and Individual)" in the 'Option' field.
Select "Client A" in the 'Entity Lookup' field.
Select the appropriate episode in the 'Episode Number' field.
Click [Select Row].
Select the finalized note and click [OK].
Enter the desired value in the 'Override Reason' field.
Click [Submit] and [No].
Select "Client A" and access the 'Progress Notes' widget.
Validate the note reverted to draft is displayed.

Scenario 2: 'Progress Notes (Group and Individual)' - File an existing appointment note and delete the service in the 'Progress Note Corrections' form

Specific Setup:

A Charge Reversal Code must be defined in 'Set System Defaults'.
A Client must be enrolled in an existing episode and must have an existing appointment scheduled (Client A).

Steps

Access the 'Progress Notes (Group and Individual)' form.
Enter "Client A" in the 'Select Client' field.
Select any value from the 'Select Episode' field.
Select "Existing Appointment" from the 'Progress Notes For' field.
Select the existing appointment in the 'Note Addresses Which Existing Service/Appointment' field.
Select any value that does not require a co-sign from the 'Note Type' field.
Enter any value in the 'Notes Field' field.
Select "Final" from the 'Draft/Final' field.
Click [File Note].
Validate a "Progress Notes" dialog is displayed stating: Note Filed.
Click [OK].
Close the form.
Validate a "Confirm" dialog is displayed stating: Are you sure you want to close the form?
Click [Yes].
Access the 'Client Ledger' form.
Enter "Client A" in the 'Client ID' field.
Select "All Episodes" from the 'Claim/Episode/All Episodes' field.
Select "Simple" from the 'Ledger Type' field.
Select "Yes" from the 'Include Zero Charges' field.
Click [Process].
Verify the 'Client Ledger Report' is displayed.
Validate the 'Client Ledger Report' displays the service created in the previous steps.
Click [Dismiss].
Validate a "Form Return" dialog is displayed stating: Processing report has completed. Do you wish to return to form?
Click [No].
Access the 'Progress Note Corrections' form.
Enter "Client A" in the 'Client ID' field.
Select the episode that the Existing Appointment note was created for from the 'Episode Number' field.
Click [Select Note to Correct].
Verify the "Select Note To Correct" dialog is displayed.
Select "Note A".
Click [OK].
Select "Void Progress Note" from the 'Correction Action' field.
Select any value from the 'Reason for Correction' field.
Enter any value in the 'Comments' field.
Select "Yes" from the 'Delete Service' field.
Click [Submit].
Validate a "Form Return" dialog is displayed stating: Submitting has completed. Do you wish to return to form?
Click [No].
Access the 'Client Ledger' form.
Enter "Client A" in the 'Client ID' field.
Select "All Episodes" from the 'Claim/Episode/All Episodes' field.
Select "Simple" from the 'Ledger Type' field.
Select "Yes" from the 'Include Zero Charges' field.
Click [Process].
Verify the 'Client Ledger Report' is displayed.
Validate the 'Client Ledger Report' no longer displays the service created in the previous steps.
Click [Dismiss].
Validate a "Form Return" dialog is displayed stating: Processing report has completed. Do you wish to return to form?
Click [No].
Access the 'Scheduling Calendar' form.
Navigate to the existing appointment for "Client A" associated to the voided progress note.
Right click and click [Details/Edit].
Enter any new value in the 'Duration' field.
Click [Submit].
Validate the appointment displays with the updated duration.
Click [Dismiss].

Scenario 3: Progress Note Corrections - Validate progress notes associated to EVV appointments cannot be edited

Specific Setup:

Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
"Client A" has an EVV appointment scheduled for the current date.
The 'Post Appointment When the Note Is Submitted' registry setting is set to "Y" for the 'Progress Notes (Group and Individual)' form.

Steps

Access the 'Progress Notes (Group and Individual)' form.
Select "Client A" in the 'Select Client' field.
Select "Existing Appointment" in the 'Progress Note For' field.
Select the existing EVV appointment in the 'Note Addresses Which Existing Service/Appointment' field.
Select the desired value in the 'Note Type' field.
Enter the desired value in the 'Notes Field' field.
Select "Final" in the 'Draft/Final' field.
Click [File Note].
Validate a message is displayed stating: Note Filed.
Click [OK] and close the form.
Access the 'Progress Note Corrections' form.
Select "Client A" in the 'Client ID' field.
Select the appropriate episode in the 'Episode Number' field.
Enter the current date in the 'Start Date' and 'End Date' fields.
Click [Select Note to Correct].
Select the note associated to the EVV appointment and click [OK].
Validate a message is displayed stating: The 'CareFabric Appointment Status' of this appointment is "Completed (COMP)". The editing of this appointment is prevented.
Click [OK].
Validate the 'Correction Action', 'Reason for Correction', 'Comments', and 'Delete Service' fields are disabled.
Close the form.

Scenario 4: Product Final To Draft Override - Validate progress notes associated to EVV appointments cannot be edited

Specific Setup:

Avatar is configured to integrate with Mobile CareGiver+. Please note: This must be done by a Netsmart Representative.
A program is defined with a value populated in the 'EVV Provider Organization ID' field in the 'Program Maintenance' form (Program A).
A service code must be defined that has "Yes" selected in the 'Does This Service Require Electronic Visit Verification' field in the 'Service Codes' form and must be assigned to "Program A" (Service Code A). This service code must also have a CPT-4/HCPCS code associated to it in the 'Service Fee/Cross Reference Maintenance' form (Procedure Code A).
A client is enrolled in "Program A" and has the following on file: 'Client Name', 'Address - Street', 'Zipcode', 'Cell Phone', 'Diagnosis', "Guarantor A" selected in 'Financial Eligibility' (Client A).
"Client A" has an EVV appointment scheduled for the current date.
The 'Post Appointment When the Note Is Submitted' registry setting is set to "Y" for the 'Progress Notes (Group and Individual)' form.

Steps

Access the 'Progress Notes (Group and Individual)' form.
Select "Client A" in the 'Select Client' field.
Select "Existing Appointment" in the 'Progress Note For' field.
Select the existing EVV appointment in the 'Note Addresses Which Existing Service/Appointment' field.
Select the desired value in the 'Note Type' field.
Enter the desired value in the 'Notes Field' field.
Select "Final" in the 'Draft/Final' field.
Click [File Note].
Validate a message is displayed stating: Note Filed.
Click [OK] and close the form.
Access the 'Product Final To Draft Override' form.
Select "Progress Notes (Group and Individual)" in the 'Option' field.
Select "Client A" in the 'Entity Lookup' field.
Select the appropriate episode in the 'Episode Number' field.
Click [Select Row].
Select the note associated to the EVV appointment and click [OK].
Validate a message is displayed stating: The 'CareFabric Appointment Status' of this appointment is "Completed (COMP)". The editing of this appointment is prevented.
Click [OK].
Validate the 'Override Reason' field is disabled.
Close the form.

Topics

• Product Final to Draft Override • Progress Note Corrections • Progress Notes • Scheduling Calendar