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Avatar CWS 2022 Update 85

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Product Requirements / Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar CareFabric 2022 Update 49
Avatar CWS 2022 Update 70

Product Update Form Description

Avatar CWS is enhanced to allow Bells Notes to be saved when the registry setting "RADplus>Workflow Management>>Warning Message for "Draft" Forms" is enabled.

Included Updates

None

Required Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Bells Notes Integration - Progress Notes
Avatar CWS is enhanced to allow Bells Notes to be saved when the 'Warning Message for "Draft" Forms' registry setting is enabled.
Value Added: Support for Bells Notes integration
Topics
• Progress Notes • Registry Settings
 
Acceptance Tests
AV-81701 Summary | Details
Bells Notes Integration - Progress Notes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document Routing Setup (PM)
  • HomeView - My To Do's widget
Scenario 1: Bells Notes Integration - Validate document routing for progress notes when a supervisor is not required
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form must have document routing enabled.
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' widget on the HomeView.
  • A client is enrolled in an existing episode (Client A).
  • The 'Warning Message for "Draft" Forms' registry setting is enabled with a value.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter the desired service code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select the desired value in the 'Episode Number' field.
  6. Validate the 'Practitioner' field is populated with "Practitioner A"
  7. Fill out all required fields.
  8. Click [Submit].
  9. Validate successful submission.
  10. Validate the scheduled appointment is added to the 'Scheduling Calendar' form.
  11. Log into Bells Notes with existing login credentials.
  12. Click the "Agenda" section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar.
  13. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes.
  14. Validate [Start Note] is displayed for the scheduled appointment on the right side of the Bells Notes.
  15. Click [Start Note] and verify the existence of the "Session Information" window.
  16. Fill out all required fields and select the desired note type.
  17. Validate user is able to start a note successfully.
  18. Verify the existence of "Client A" in the client header when note is started.
  19. Fill out all required fields.
  20. Click [Sign Note].
  21. Validate the Sign Note' dialog is displayed.
  22. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  23. Validate a message is displayed stating: Note Signed Successfully.
  24. Log into myAvatar as [UserA].
  25. Navigate to the "My To Do's" widget.
  26. Locate the To Do just routed and click [Approve Document].
  27. Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Practitioner A" as Author.
  28. Click [Accept].
  29. Enter the password for "User A" in the 'Verify Password' dialog and click [OK].
  30. Validate the To-Do is no longer displayed.
Scenario 2: Bells Notes Integration - Validate document routing for progress notes when a supervisor is required
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • A user is defined [UserA] with the following:
  • Access to Bells Notes
  • Associated practitioner (Practitioner A)
  • Requires a supervisor's approval for document routing (Practitioner B)
  • Access to the 'My To Do's' widget on the HomeView
  • Must be logged in as this user
  • A user is defined [UserB] with the following:
  • Associated practitioner (Practitioner B)
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' widget on the HomeView
  • The 'Progress Notes (Group and Individual)' form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form must have document routing enabled.
  • The 'Warning Message for "Draft" Forms' registry setting is enabled with a value.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter the desired service code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select the desired value in the 'Episode Number' field.
  6. Validate the 'Practitioner' field is populated with "Practitioner A"
  7. Fill out all required fields.
  8. Click [Submit].
  9. Validate successful submission.
  10. Validate the scheduled appointment is added to the 'Scheduling Calendar' form.
  11. Log into Bells Notes with existing login credentials.
  12. Click the "Agenda" section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar.
  13. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes.
  14. Validate [Start Note] is displayed for the scheduled appointment on the right side of the Bells Notes.
  15. Click [Start Note] and verify the existence of the "Session Information" window.
  16. Fill out all required fields and select the desired note type.
  17. Validate user is able to start a note successfully.
  18. Verify the existence of "Client A" in the client header when note is started.
  19. Fill out all required fields.
  20. Click [Sign Note].
  21. Validate the Sign Note' dialog is displayed.
  22. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  23. Validate a message is displayed stating: Note Signed Successfully.
  24. Log into myAvatar as [UserB].
  25. Navigate to the "My To Do's" widget.
  26. Locate the To Do just routed and click [Approve Document].
  27. Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Practitioner A" as Author and "Practitioner B" as Supervisor.
  28. Click [Accept].
  29. Enter the password for [UserB] in the 'Verify Password' dialog and click [OK].
  30. Validate the To-Do is no longer displayed.
Scenario 3: Bell Notes Integration - Validate progress notes when Document Routing is disabled
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • A user is defined [UserA] with the following:
  • Access to Bells Notes with an existing client admitted (Client A)
  • Associated practitioner
  • Must be logged in as this user
  • "Progress Notes" widget configured into myAvatar
  • The 'Progress Notes (Group and Individual)' form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate.
  • Document routing is disabled for the 'Progress Notes (Group and Individual)' form.
  • The 'Warning Message for "Draft" Forms' registry setting is enabled with a value.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter the desired service code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select the desired value in the 'Episode Number' field.
  6. Fill out all required fields.
  7. Click [Submit].
  8. Validate successful submission.
  9. Validate the scheduled appointment is added to the 'Scheduling Calendar' form.
  10. Log into Bells Notes with existing login credentials.
  11. Click the "Agenda" section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar.
  12. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes.
  13. Validate [Start Note] is displayed for the scheduled appointment on the right side of the Bells Notes.
  14. Click [Start Note] and verify the existence of the "Session Information" window.
  15. Fill out all required fields and select the desired note type.
  16. Validate user is able to start a note successfully.
  17. Verify the existence of "Client A" in the client header when note is started.
  18. Fill out all required fields.
  19. Click [Sign Note].
  20. Validate the Sign Note' dialog is displayed.
  21. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  22. Validate a message is displayed stating: Note Signed Successfully.
  23. Log into myAvatar as [UserA].
  24. Select "Client A" and select "Progress Notes" widget.
  25. Verify the Progress Note status is final on the signed off appointment with document routing disabled.
Scenario 4: Bells Notes Integration - Accept a note via the "Sign" section of the 'My To Do's' widget
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate.
  • 'Progress Notes (Group and Individual)' must have document routing enabled.
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' widget on the HomeView.
  • A client is enrolled in an existing episode (Client A).
  • The 'Warning Message for "Draft" Forms' registry setting is enabled with a value.
Steps
  1. Log into Bells Notes with existing login credentials for "User A".
  2. Search for "Client A".
  3. Click [Start Note] and verify the existence of the 'Session Information' window.
  4. Fill out all required fields and select the desired note type.
  5. Verify the existence of "Client A" in the client header when note is started.
  6. Fill out all required fields.
  7. Click [Sign Note].
  8. Validate the Sign Note' dialog is displayed.
  9. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  10. Validate a message is displayed stating: Note Signed Successfully.
  11. Log into myAvatar as "User A".
  12. Navigate to the "My To Do's" widget.
  13. Select the "Sign" section.
  14. Validate the 'Search Documents' field contains the progress note document sent via Bells Notes for "Client A".
  15. Validate the 'Document' field contains the progress note data.
  16. Click [Accept].
  17. Validate the 'Search Documents' field no longer contains the progress note document for "Client A".
  18. Validate the 'Accepted Documents' field contains the accepted progress note document for "Client A".
  19. Click [Sign All].
  20. Enter the password for "User A" in the 'Verify Password' dialog and click [OK].
  21. Validate the 'Accepted Documents' field no longer contains the progress note document for "Client A".
Scenario 5: Bells Notes Integration - Accept a note via the "All" section of the 'My To Do's' widget
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form must have document routing enabled.
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' widget on the HomeView.
  • A client is enrolled in an existing episode (Client A).
  • The 'Warning Message for "Draft" Forms' registry setting is enabled with a value.
Steps
  1. Log into Bells Notes with existing login credentials for "User A".
  2. Search for "Client A".
  3. Click [Start Note] and verify the existence of the 'Session Information' window.
  4. Fill out all required fields and select the desired note type.
  5. Verify the existence of "Client A" in the client header when note is started.
  6. Fill out all required fields.
  7. Click [Sign Note].
  8. Validate the Sign Note' dialog is displayed.
  9. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  10. Validate a message is displayed stating: Note Signed Successfully.
  11. Log into myAvatar as "User A".
  12. Navigate to the "My To Do's" widget.
  13. Select the "All" section.
  14. Validate a To-Do is displayed for the progress note sent via Bells Notes for "Client A".
  15. Click [Approve Document].
  16. Validate the progress note data is displayed.
  17. Click [Accept].
  18. Enter the password for "User A" in the 'Verify Password' field and click [OK].
  19. Validate the To-Do is no longer displayed.
Topics
• Progress Notes • Registry Settings