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Avatar CWS 2022 Update 54

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Product Requirements / Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar CareFabric 2022 Update 36

Additional Requirements

Avatar CareFabric 2022 Update 36

Product Update Form Description

Avatar CWS is enhanced to use Avatar CareFabric when sending HL7 messages that are created in the 'Export Health Information' form. Please note: Avatar CareFabric 2022 Update #36 is required to use the new functionality.

Included Updates

None

Required Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Avatar CWS - 'Export Health Information' form
Avatar CWS is enhanced to use Avatar CareFabric when sending HL7 messages that are created in the 'Export Health Information' form. Please note: Avatar CareFabric 2022 Update 36 is required for full functionality.
Value Added: Enhanced to use Avatar CareFabric for sending HL7 messages in the 'Export Health Information' form
Topics
• Client Health Maintenance • Export Health Information • Health And Review Of Systems • Results
 
Acceptance Tests
AV-80001 Summary | Details
Avatar CWS - 'Export Health Information' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Health Maintenance
  • Crystal Report Viewer
  • Export Health Information
  • Registry Settings (PM)
  • Results Entry
  • Health and Review of Systems
Scenario 1: Export Health Information - Immunizations
Specific Setup:
  • Avatar is configured to integrate with CareConnect and vise versa.
  • A client is enrolled in an existing episode (Client A).
  • User has access to the 'SYSTEM.health_info_export_log' table in 'User Definition'.
  • The 'Output Path On Server For Electronic Files' field must be defined in the 'Facility Defaults' form.
  • The 'Provided By' data element is defined with "Facility" and "Other" dictionary values in the 'Dictionary Update (CWS)' form.
  • The 'Facility or External Provider' extended dictionary value must be set to "Facility" for the "Facility" dictionary value.
  • The 'Facility or External Provider' extended dictionary value must be set to any historical value for the "Other" dictionary value.
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Public Health Reporting Service URL" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Validate the 'Registry Setting' field contains "Avatar CWS->Clinical Information Exchange->->->->Public Health Reporting Service URL".
  5. Validate the 'Registry Setting Details' field contains "Allows the URL of the Public Health Reporting Web Service to be specified by the value entered. Please note: If the 'Avatar CareFabric' module is loaded and enabled (requires Avatar CareFabric 2022 Update #36) then SDK based services will be used and the form 'Export Health Information' will no longer need this registry setting and it will no longer require the 'CareConnect Security Configuration' form to be submitted."
  6. Close the form.
  7. Access the 'Client Health Maintenance' form.
  8. Select "Client A" in the 'Client ID' field.
  9. Click [Update].
  10. Select "Adenovirus Types 4 and 7 (143)" in the 'Vaccine' field.
  11. Select the desired value in the 'Dose' field.
  12. Select "Facility" in the 'Provided By' field.
  13. Enter the current date in the 'Date' field.
  14. Enter the current time in the 'Time' field.
  15. Enter the desired value in the 'Amount' field.
  16. Select the desired value in the 'Unit' field.
  17. Select the desired value in the 'Route' field.
  18. Enter the desired value in the 'NDC' field.
  19. Select the desired value in the 'Manufacturer' field.
  20. Enter the desired value in the 'Lot #' field.
  21. Enter the desired date in the 'Exp Date' field.
  22. Select the desired practitioner in the 'Ordered By' field.
  23. Select the desired practitioner in the 'Administered By' field.
  24. Select "New Immunization Record" in the 'Source Of Immunization' field.
  25. Click [New Row].
  26. Select "Anthrax (24)" in the 'Vaccine' field.
  27. Enter the desired value in the 'Dose' field.
  28. Select "Other" in the 'Provided By' field.
  29. Enter the current date in the 'Date' field.
  30. Enter the current time in the 'Time' field.
  31. Select "Historical Information - From Birth Certificate" in the 'Source of Immunization' field.
  32. Click [Save] and [Submit].
  33. Access the 'Export Health Information' form.
  34. Select "Compile" in the 'Action' field.
  35. Select "Public Health' in the 'Target Agency Type' field.
  36. Enter the current date in the 'From Date' and 'Through Date' field.s
  37. Select "Immunizations" in the 'Type of Information' field.
  38. Click [Process].
  39. Validate a message is displayed stating: Compile Complete.
  40. Click [OK].
  41. Validate a report is displayed with the immunization included in the compile.
  42. Validate the report contains only the immunization provided by "Facility".
  43. Close the report.
  44. Select "Post" in the 'Action' field.
  45. Select the file compiled in the previous steps.
  46. Select "Flat File" in the 'Transmit Via' field.
  47. Click [Process].
  48. Validate a message is displayed stating: File(s) created.
  49. Click [OK] and close the form.
  50. Access Crystal Reports or other SQL Reporting tool.
  51. Select the CWS namespace.
  52. Create a report using the 'SYSTEM.health_info_export_log' table.
  53. Validate there is a row displayed for the immunization provided by the "Facility" that was posted in the previous steps.
  54. Validate the 'PATID' field contains "Client A".
  55. Validate the 'batch_id' field contains a unique identifier (ex. 66158.00001).
  56. Validate the 'data_entry_by' field contains the user.
  57. Validate the 'export_date' field contains the export date.
  58. Validate the 'export_time' field contains the export time.
  59. Validate the 'export_type_code' field contains "FlatFile".
  60. Validate the 'export_type_value' field contains "Flat File".
  61. Validate the 'link_to_source_data' field contains a unique id (ex. HMI.00001).
  62. Validate the 'source_activity_date' field contains the date the immunization was filed.
  63. Access the 'Export Health Information' form.
  64. Select "Compile" in the 'Action' field. Please note: we will be re-compiling the same data compiled in the previous steps.
  65. Select "Public Health" in the 'Target Agency Type' field.
  66. Enter the current date in the 'From Date' and 'Through Date' fields.
  67. Select "Immunizations" in the 'Type of Information' field.
  68. Click [Process].
  69. Validate a message is displayed stating: Compile Complete.
  70. Click [OK].
  71. Validate a report is displayed with the immunization included in the compile.
  72. Validate the report contains only the immunization provided by "Facility".
  73. Close the report.
  74. Select "Post" in the 'Action' field.
  75. Select the file compiled in the previous steps.
  76. Select "CareConnect" in the 'Transmit Via' field.
  77. Validate a message is displayed stating: Post Complete.
  78. Click [OK].
  79. After a few moments, select "View" in the 'Action' field.
  80. Select the file posted in the previous steps.
  81. Validate the 'CareConnect Status' field contains "Immunizations: Transmission Status: Sent". Please note: this may take a few moments before passing through the CareConnect queue.
  82. Click [Process].
  83. Validate a report is displayed with the immunization that has been posted.
  84. Close the report and the form.
  85. Access Crystal Reports or other SQL Reporting Tool.
  86. Refresh the report using the 'SYSTEM.health_info_export_log' table.
  87. Validate a second row is displayed for the immunization that has now been posted twice.
  88. Validate the 'batch_id' field contains a unique identifier (ex. 66158.00002).
  89. Validate the 'export_type_code' field contains "CareConnect".
  90. Validate the 'export_type_value' field contains "CareConnect".
  91. Validate the 'link_to_source_data' field contains the same value as the first row since it is the same immunization and not a new one (ex. HMI.00001).
  92. Close the report.
Scenario 2: Export Health Information - Lab Results
Specific Setup:
  • Avatar is configured to integrate with CareConnect and vise versa.
  • A client is enrolled in an existing episode (Client A).
  • User has access to the 'SYSTEM.health_info_export_log' table in 'User Definition'.
  • The 'Output Path On Server For Electronic Files' field must be defined in the 'Facility Defaults' form.
  • Must have a LOINC defined that has "Yes" selected in the 'Reportable LOINC Code' field in the 'Logical Observation Identifiers (LOINC)' form.
  • Must have a LOINC defined that has "No" selected in the 'Reportable LOINC Code' field in the 'Logical Observation Identifiers (LOINC)' form.
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Public Health Reporting Service URL" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Validate the 'Registry Setting' field contains "Avatar CWS->Clinical Information Exchange->->->->Public Health Reporting Service URL".
  5. Validate the 'Registry Setting Details' field contains "Allows the URL of the Public Health Reporting Web Service to be specified by the value entered. Please note: If the 'Avatar CareFabric' module is loaded and enabled (requires Avatar CareFabric 2022 Update #36) then SDK based services will be used and the form 'Export Health Information' will no longer need this registry setting and it will no longer require the 'CareConnect Security Configuration' form to be submitted."
  6. Close the form.
  7. Select "Client A" and access the 'Results Entry' form.
  8. Select "Add" in the 'Add/Edit/Delete Result' field.
  9. Enter the desired value in the 'Filler Order #' field.
  10. Select the desired value in the 'Universal Service ID Code Lookup' field.
  11. Enter the current date in the 'Specimen Collected Date' field.
  12. Enter the current time in the 'Specimen Collected Time' field.
  13. Enter the current date in the 'Specimen Received Date' field.
  14. Enter the current time in the 'Specimen Received Time' field.
  15. Click [File Header Info].
  16. Validate a message is displayed stating: Header information filed.
  17. Click [OK].
  18. Select the "Result Details" section.
  19. Select "Add" in the 'Add/Edit/Delete Result Detail' field.
  20. Validate the 'Header' field contains the header filed in the previous steps.
  21. Enter the reportable LOINC Code in the 'Observation ID Code' field.
  22. Enter the current date in the 'Observation Date' field.
  23. Enter the current time in the 'Observation Time' field.
  24. Click [File Detail Info].
  25. Validate a message is displayed stating: Detail information filed.
  26. Click [OK] and close the form.
  27. Select "Client A" and access the 'Results Entry' form.
  28. Select "Add" in the 'Add/Edit/Delete Result' field.
  29. Enter the desired value in the 'Filler Order #' field.
  30. Select the desired value in the 'Universal Service ID Code Lookup' field.
  31. Enter the current date in the 'Specimen Collected Date' field.
  32. Enter the current time in the 'Specimen Collected Time' field.
  33. Enter the current date in the 'Specimen Received Date' field.
  34. Enter the current time in the 'Specimen Received Time' field.
  35. Click [File Header Info].
  36. Validate a message is displayed stating: Header information filed.
  37. Click [OK].
  38. Select the "Result Details" section.
  39. Select "Add" in the 'Add/Edit/Delete Result Detail' field.
  40. Validate the 'Header' field contains the header filed in the previous steps.
  41. Enter the non-reportable LOINC Code in the 'Observation ID Code' field.
  42. Enter the current date in the 'Observation Date' field.
  43. Enter the current time in the 'Observation Time' field.
  44. Click [File Detail Info].
  45. Validate a message is displayed stating: Detail information filed.
  46. Click [OK] and close the form.
  47. Access the 'Export Health Information' form.
  48. Select "Compile" in the 'Action' field.
  49. Select "Public Health" in the 'Target Agency Type' field.
  50. Enter the current date in the 'From Date' and 'Through Date' field.
  51. Select "Lab Results" in the 'Type of Information' field.
  52. Click [Process].
  53. Validate a message is displayed stating: Compile Complete.
  54. Click [OK].
  55. Validate a report is displayed with the lab result included in the compile.
  56. Validate the report contains only the lab result that had the reportable LOINC Code.
  57. Close the report.
  58. Select "Post" in the 'Action' field.
  59. Select the file compiled in the previous steps.
  60. Select "Flat File" in the 'Transmit Via' field.
  61. Click [Process].
  62. Validate a message is displayed stating: File(s) created.
  63. Click [OK] and close the form.
  64. Access Crystal Reports or other SQL Reporting tool.
  65. Select the CWS namespace.
  66. Create a report using the 'SYSTEM.health_info_export_log' table.
  67. Validate there is a row displayed for only the lab result that had the reportable LOINC Code that was posted in the previous steps.
  68. Validate the 'PATID' field contains "Client A".
  69. Validate the 'batch_id' field contains a unique identifier (ex. 66158.00001).
  70. Validate the 'data_entry_by' field contains the user.
  71. Validate the 'export_date' field contains the export date.
  72. Validate the 'export_time' field contains the export time.
  73. Validate the 'export_type_code' field contains "FlatFile".
  74. Validate the 'export_type_value' field contains "Flat File".
  75. Validate the 'link_to_source_data' field contains a unique id (ex. 600).
  76. Validate the 'source_activity_date' field contains the specimen collected date.
  77. Access the 'Export Health Information' form.
  78. Select "Compile" in the 'Action' field. Please note: we will be re-compiling the same data compiled in the previous steps.
  79. Select "Public Health" in the 'Target Agency Type' field.
  80. Enter the current date in the 'From Date' and 'Through Date' fields.
  81. Select "Lab Results" in the 'Type of Information' field.
  82. Click [Process].
  83. Validate a message is displayed stating: Compile Complete.
  84. Click [OK].
  85. Validate a report is displayed with the lab result included in the compile.
  86. Validate the report contains only the lab result that that had the reportable LOINC Code.
  87. Close the report.
  88. Select "Post" in the 'Action' field.
  89. Select the file compiled in the previous steps.
  90. Select "CareConnect" in the 'Transmit Via' field.
  91. Click [Process].
  92. Validate a message is displayed stating: Post Complete.
  93. Click [OK].
  94. After a few moments, select "View" in the 'Action' field.
  95. Select the file posted in the previous steps.
  96. Validate the 'CareConnect Status' field contains "Lab Results: Transmission Status: Sent". Please note: this may take a few moments before passing through the CareConnect queue.
  97. Click [Process].
  98. Validate a report is displayed with the lab result that has been posted.
  99. Close the report and the form.
  100. Access Crystal Reports or other SQL Reporting tool.
  101. Refresh the report using the 'SYSTEM.health_info_export_log' table.
  102. Validate a second row is displayed for the same lab result.
  103. Validate the 'batch_id' field contains a unique identifier (ex. 66158.00002).
  104. Validate the 'export_type_code' field contains "CareConnect".
  105. Validate the 'export_type_value' field contains "CareConnect".
  106. Validate the 'link_to_source_data' field contains the same value as the first row since it is the same lab result, it contains the same link (ex. 600).
  107. Close the report.
Scenario 3: Export Health Information - Surveillance
Specific Setup:
  • Avatar is configured to integrate with CareConnect and vice versa.
  • A client is enrolled in an existing episode (Client A).
  • User has access to the 'SYSTEM.health_info_export_log' table in 'User Definition'.
  • The 'Output Path On Server For Electronic Files' field must be defined in the 'Facility Defaults' form.
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Public Health Reporting Service URL" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Validate the 'Registry Setting' field contains "Avatar CWS->Clinical Information Exchange->->->->Public Health Reporting Service URL".
  5. Validate the 'Registry Setting Details' field contains "Allows the URL of the Public Health Reporting Web Service to be specified by the value entered. Please note: If the 'Avatar CareFabric' module is loaded and enabled (requires Avatar CareFabric 2022 Update #36) then SDK based services will be used and the form 'Export Health Information' will no longer need this registry setting and it will no longer require the 'CareConnect Security Configuration' form to be submitted."
  6. Close the form.
  7. Select "Client A" and access the 'Health and Review of Systems' form.
  8. Enter the current date in the 'Assessment Date' field.
  9. Select "Established" in the 'Type Of Client' field.
  10. Populate all desired fields.
  11. Select "Yes" in the 'Include in 'Include In Syndromic Reporting' field.
  12. Select "Final" in the 'Draft/Final' field.
  13. Click [Submit] and [Yes].
  14. Click [Add] to add another assessment.
  15. Enter the current date in the 'Assessment Date' field.
  16. Select "Established" in the 'Type Of Client' field.
  17. Populate all desired fields.
  18. Select "No" in the 'Include in 'Include In Syndromic Reporting' field.
  19. Select "Final" in the 'Draft/Final' field.
  20. Click [Submit] and [No].
  21. Access the 'Export Health Information' form.
  22. Select "Compile" in the 'Action' field.
  23. Select "Public Health' in the 'Target Agency Type' field.
  24. Enter the current date in the 'From Date' and 'Through Date' field.s
  25. Select "Surveillance" in the 'Type of Information' field.
  26. Click [Process].
  27. Validate a message is displayed stating: Compile Complete.
  28. Click [OK].
  29. Validate a report is displayed with the assessment included in the compile.
  30. Validate the report contains only the assessment that had "Yes" selected in the 'Include In Syndromic Reporting' field.
  31. Close the report.
  32. Select "Post" in the 'Action' field.
  33. Select the file compiled in the previous steps.
  34. Select "Flat File" in the 'Transmit Via' field.
  35. Click [Process].
  36. Validate a message is displayed stating: File(s) created.
  37. Click [OK] and close the form.
  38. Access Crystal Reports or other SQL Reporting tool.
  39. Select the CWS namespace.
  40. Create a report using the 'SYSTEM.health_info_export_log' table.
  41. Validate there is a row displayed for only the assessment that had "Yes" selected in the 'Include In Syndromic Reporting' field that was posted in the previous steps.
  42. Validate the 'PATID' field contains "Client A".
  43. Validate the 'batch_id' field contains a unique identifier (ex. 66158.00001).
  44. Validate the 'data_entry_by' field contains the user.
  45. Validate the 'export_date' field contains the export date.
  46. Validate the 'export_time' field contains the export time.
  47. Validate the 'export_type_code' field contains "FlatFile".
  48. Validate the 'export_type_value' field contains "Flat File".
  49. Validate the 'link_to_source_data' field contains a unique id (ex. HRS66158.001).
  50. Validate the 'source_activity_date' field contains the date the assessment was filed.
  51. Access the 'Export Health Information' form.
  52. Select "Compile" in the 'Action' field. Please note: we will be re-compiling the same data compiled in the previous steps.
  53. Select "Public Health" in the 'Target Agency Type' field.
  54. Enter the current date in the 'From Date' and 'Through Date' fields.
  55. Select "Surveillance" in the 'Type of Information' field.
  56. Click [Process].
  57. Validate a message is displayed stating: Compile Complete.
  58. Click [OK].
  59. Validate a report is displayed with the assessment included in the compile.
  60. Validate the report contains only the assessment that had "Yes" selected in the 'Include In Syndromic Reporting' field.
  61. Close the report.
  62. Select "Post" in the 'Action' field.
  63. Select the file compiled in the previous steps.
  64. Select "CareConnect" in the 'Transmit Via' field.
  65. Click [Process].
  66. Validate a message is displayed stating: Post Complete.
  67. Click [OK].
  68. After a few moments, select "View" in the 'Action' field.
  69. Select the file posted in the previous steps.
  70. Validate the 'CareConnect Status' field contains "Surveillance: Transmission Status: Sent". Please note: this may take a few moments before passing through the CareConnect queue.
  71. Click [Process].
  72. Validate a report is displayed with the assessment that has been posted.
  73. Close the report and the form.
  74. Access Crystal Reports or other SQL Reporting tool.
  75. Refresh the report using the 'SYSTEM.health_info_export_log' table.
  76. Validate a second row is displayed for the same assessment.
  77. Validate the 'batch_id' field contains a unique identifier (ex. 66158.00002).
  78. Validate the 'export_type_code' field contains "CareConnect".
  79. Validate the 'export_type_value' field contains "CareConnect".
  80. Validate the 'link_to_source_data' field contains the same value as the first row since it is the same assessment, it contains the same link (ex. HRS66158.001).
  81. Close the report.
Topics
• Client Health Maintenance • Export Health Information • Health And Review Of Systems • Results