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Avatar CWS 2023 Monthly Release 2023.00.00 Acceptance Tests

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Update 1 Summary | Details
Avatar CWS 2023 is Installed
Scenario 1: Validate Upgrading Avatar CWS 2022 to 2023 is successful when 2022.04.00 is loaded
Specific Setup:
  • Latest Monthly Release is installed.
Steps
  1. Open the "Product Updates" form.
  2. Select the appropriate [Namespace] from the Application dropdown list
  3. Click [Select Update/Customization Pack].
  4. Browse to the location for the updates and select the Update 1.
  5. Click [OK] on the "File Upload Complete" window.
  6. Click [Review Update/Customization Pack Contents].
  7. Verify Update 1 is included.
  8. Click [Install Update/Customization Pack].
  9. Click [OK] when the install completes.
  10. Click [Close Form].
Topics
• NX • Upgrade
Update 2 Summary | Details
Problem List - Add/View Problems
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (CWS)
Scenario 1: Problem List - add/view problems when the 'Enable Automatic Backup' registry setting is enabled.
Specific Setup:
  • The 'Avatar CWS->Treatment Plan ->->->->Enable Automatic Backup' registry setting must be set to "Y".
  • A Client must exist in an active episode (Client A).
Steps
  1. Select “Client A” and access the ‘Problem List’ form.
  2. Click [View/Enter Problems].
  3. Click [New Row].
  4. Select the desired value in the 'Problem' field.
  5. Select desired value in the 'Status' field.
  6. Click [Save].
  7. Validate a message is displayed stating: Exit Grid? All row(s) are valid.
  8. Click [Yes].
  9. Click [View/Enter Problems].
  10. Validate the problem created in the previous steps is displayed.
  11. Click [Save].
  12. Validate a message is displayed stating: Exit Grid? All row(s) are valid.
  13. Click [Yes].
  14. Click [Submit] and close the form.
  15. Select "Client A" and access the ‘Problem List’ form.
  16. Click [View/Enter Problems].
  17. Validate the problem created in the previous steps is displayed.
  18. Close the form.
Topics
• Problem List
Update 3 Summary | Details
Progress Notes - Editing Appointments after Autosave
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Clinical Document Viewer
  • HomeView - My To Do's widget
  • User Definition
  • Scheduling Calendar - Find New Appointment
  • Scheduling Calendar - Find Existing Appointment
  • Progress Note
Scenario 1: Progress Notes (Group and Individual) - Validate document routing
Specific Setup:
  • Document routing must be enabled for the "Progress Notes (Group and Individual)" form.
Steps
  1. Open the "Progress Notes (Group and Individual)" form.
  2. Create and finalize a document.
  3. Sign the document.
  4. Using "Clinical Document Viewer", view and print the document.
  5. Validate the document displays and prints.
  6. Open the "Progress Notes (Group and Individual)" form.
  7. Create and route a progress note to an approver.
  8. Sign on as the approver.
  9. Locate the document in the approver's "My To Do's" widget.
  10. Click on "Approve Document" and approve the document.
  11. Using the "Clinical Document Viewer", view the document that was just approved.
  12. Open the "Progress Notes (Group and Individual)" form.
  13. Create and route a note to multiple approvers.
  14. Sign on as the first approver.
  15. Locate the document in the approver's "My To Do's" widget.
  16. Click on "Approve Document".
  17. Click "Accept".
  18. Enter the approver's password.
  19. Log on as another approver.
  20. Locate the document in the approver's "My To Do's" widget.
  21. Click on "Approve Document".
  22. Click "Accept".
  23. Enter the approver's password.
  24. Open the "Clinical Document Viewer" form.
  25. Select the document that was just routed/finalized.
  26. Validate that the document displays and prints.
  27. Open the "Progress Notes (Group and Individual)" form.
  28. Create a progress note and route to several approvers.
  29. Log on as another approver.
  30. Locate the document in the approver's "My To Do's" widget.
  31. Click on "Approve Document".
  32. Click "Accept".
  33. Enter the approver's password.
  34. Repeat steps 11b-12c for each additional approver.
  35. Open "Clinical Document Viewer".
  36. Validate the document that was just filed display and prints.
Scenario 2: Scheduling Calendar - Autosave Progress Notes (Group and Individual) - PCL - Appointment Edited
Specific Setup:
  • Using "Set System Defaults" to turn on Auto save for the "Progress Notes (Group and Individual)" form.
  • In the "User Definition" form, give the user access to the "Progress Notes (Group and Individual) form in the "Appointment Scheduling" section.
  • Admit or select an existing test client.
  • Using "Site Specific Section Modeling" form from the CWS menu, enable the "Co-Practitioner", "Co-Practitioner Duration (Minutes)", "Co-Practitioner 2", and "Co-Practitioner 2 Duration (Minutes)" fields to the "Progress Notes (Group and Individual)" form.
Steps
  1. Using "Site Specific Section Modeling" form from the CWS menu, select the "Progress Notes (Group and Individual) form and edit the "Service Duration" field to add Product Customer Logic to "Use as First Field to Calculate Duration".
  2. Open the "Scheduling Calendar" form.
  3. Right click on an open appointment slot (or use the "Find New Appointment" button) to select an appointment slot.
  4. Click [Add Appointment].
  5. Add an appointment for the test client.
  6. Notice the service duration value.
  7. Populate the "Co-Practitioner" and Co-Practitioner 2" fields with the same duration as service duration.
  8. Save the appointment.
  9. Select the same appointment on the appointment calendar.
  10. Right Click on it.
  11. Select "Progress Notes (Group and Individual)" from the drop down menu.
  12. Validate the appointment details have populated the note.
  13. Click "Backup" button to AutoSave the document.
  14. Click "Discard" to return to the Scheduling Calendar.
  15. Select the appointment again.
  16. Click "Details/Edit".
  17. Change the "Service Duration", "Co Practitioner Duration (Minutes), and "Co-Practitioner 2 Duration (Minutes)" fields.
  18. Validate it changes the start/end times.
  19. Save the changes.
  20. Select the appointment again.
  21. Right Click on it.
  22. Select "Progress Notes (Group and Individual)" from the drop down menu.
  23. Validate the appointment duration(s) have changed for the duration fields that don't have PCL applied.
  24. Using "Site Specific Section Modeling" form from the CWS menu, edit the "Co-Practitioner Duration (Minutes)" field to add Product Customer Logic to "Use as First Field to Calculate Co-Practitioner".
  25. Open the "Scheduling Calendar" form.
  26. Right click on an open appointment slot (or use the "Find New Appointment" button) to select an appointment slot.
  27. Click [Add Appointment].
  28. Add an appointment for the test client.
  29. Notice the service duration value.
  30. Populate the "Co-Practitioner" and Co-Practitioner 2" fields with the same duration as service duration.
  31. Save the appointment.
  32. Select the same appointment on the appointment calendar.
  33. Right Click on it.
  34. Select "Progress Notes (Group and Individual)" from the drop down menu.
  35. Validate the appointment details have populated the note.
  36. Click "Backup" button to AutoSave the document.
  37. Click "Discard" to return to the Scheduling Calendar.
  38. Select the appointment again.
  39. Click "Details/Edit".
  40. Change the "Service Duration", "Co Practitioner Duration (Minutes), and "Co-Practitioner 2 Duration (Minutes)" fields.
  41. Validate it changes the start/end times.
  42. Save the changes.
  43. Select the appointment again.
  44. Right Click on it.
  45. Select "Progress Notes (Group and Individual)" from the drop down menu.
  46. Validate the appointment duration(s) have changed for the duration fields that don't have PCL.
  47. Using "Site Specific Section Modeling" form from the CWS menu, edit the "Co-Practitioner 2 Duration (Minutes)" field to add Product Customer Logic to "Use as First Field to Calculate Co-Practitioner 2".
  48. Open the "Scheduling Calendar" form.
  49. Right click on an open appointment slot (or use the "Find New Appointment" button) to select an appointment slot.
  50. Click [Add Appointment].
  51. Add an appointment for the test client.
  52. Notice the service duration value.
  53. Populate the "Co-Practitioner" and Co-Practitioner 2" fields with the same duration as service duration.
  54. Save the appointment.
  55. Select the same appointment on the appointment calendar.
  56. Right Click on it.
  57. Select "Progress Notes (Group and Individual)" from the drop down menu.
  58. Validate the appointment details have populated the note.
  59. Click "Backup" button to AutoSave the document.
  60. Click "Discard" to return to the Scheduling Calendar.
  61. Select the appointment again.
  62. Click "Details/Edit".
  63. Change the "Service Duration", "Co Practitioner Duration (Minutes), and "Co-Practitioner 2 Duration (Minutes)" fields.
  64. Validate it changes the start/end times.
  65. Save the changes.
  66. Select the appointment again.
  67. Right Click on it.
  68. Select "Progress Notes (Group and Individual)" from the drop down menu.
  69. Validate the appointment duration(s) have changed for the duration fields that don't have PCL.
Scenario 3: Scheduling Calendar - Delete Appointment After Autosave - Progress Notes (Group and Individual)
Specific Setup:
  • Using "Set System Defaults", set up Autosave for the Progress Notes (Group and Individual).
  • Using "User Definition", from the Appointment Scheduling location, set up the forms to be accessed from the "Scheduling Calendar" form.
  • Admit or select a test client who has an outpatient episode.
Steps
  1. Open the "Scheduling Calendar" form.
  2. Schedule an appointment for the test client.
  3. Right click on the appointment that was just scheduled.
  4. Select the "Progress Notes (Group and Individual)" from the drop down menu.
  5. Create a note.
  6. Autosave the note by clicking the [Backup] button.
  7. Discard the note.
  8. Right click on the appointment again.
  9. Click [Delete] to delete the appointment.
  10. Validate the appointment has been removed from the calendar.
  11. Click [Dismiss].
  12. Open the "Progress Notes (Group and Individual)" form.
  13. Validate a message pops up indicating the note was autosaved.
  14. Validate a message pops up indicating "The appointment/service associated with the selected backup is no longer available. Would you like to continue as an 'Independent Note'.
  15. Click [Yes].
  16. Finalize the document as an independent note.
  17. Open the "Scheduling Calendar" form.
  18. Schedule an appointment for the test client.
  19. Right click on the appointment that was just scheduled.
  20. Select the "Progress Notes (Group and Individual)" from the drop down menu.
  21. Create a note.
  22. Autosave the note by clicking the [Backup] button.
  23. Discard the note.
  24. Right click on the appointment again.
  25. Click [Delete] to delete the appointment.
  26. Validate the appointment has been removed from the calendar.
  27. Click [Dismiss].
  28. Open the "Progress Notes (Group and Individual)" form.
  29. Validate a message pops up indicating the note was autosaved.
  30. Validate a message pops up indicating "The appointment/service associated with the selected backup is no longer available. Would you like to continue as an 'Independent Note'.?
  31. Click [No].
  32. Click "Existing Appointment" in the "Progress Note For" field.
  33. Finalize the note.
Topics
• NX • Progress Notes
Update 6 Summary | Details
Chart View - Vital Signs
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Vitals Entry
  • Vitals
  • Medical Note
  • Today's E&M Appointments
  • Patient Search
  • Flowsheet
  • Note Details
  • Finalize.Note Summary
Scenario 1: Vitals Entry - Validate the 'Chart View'
Specific Setup:
  • The 'Vitals Entry' form must be added to the Chart View.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Double click on "Client A" in the 'My Clients' widget.
  2. Validate the 'Chart View' is displayed.
  3. Select "Vitals Entry" from the left-hand side.
  4. Click [Add].
  5. Validate the 'Vitals Entry' form opens.
  6. Select "Add" in the 'Update Vital Sign' field.
  7. Enter the desired date in the 'Date' field.
  8. Enter the desired time in the 'Time' field.
  9. Select "No" in the 'Refused Vitals' field.
  10. Populate all remaining vital sign fields.
  11. Click [Submit] and remain in the form.
  12. Navigate to the 'Chart View'.
  13. Click [Refresh].
  14. Validate the vitals added for "Client A" are displayed.
  15. Click [Edit].
  16. Validate the 'Vitals Entry' form opens.
  17. Click [Delete] in the 'Update Vital Sign' field.
  18. Select the vitals record created in the previous steps.
  19. Click [Ok].
  20. Click [Submit] and remain in the form.
  21. Navigate to the 'Chart View'.
  22. Click [Refresh].
  23. Validate the vitals deleted for "Client A" are no longer displayed.
  24. Close the Chart.
Scenario 2: Verify the Flowsheet Vitals in 'Chart View'
Specific Setup:
  • User with access to the 'POV Flowsheet' widget
  • A client is enrolled in an existing episode (Client A).
  • The 'Vitals Entry' form must be added to the Chart View
Steps
  1. Select "Client A" and select 'POV Flowsheet' widget.
  2. Click the [Vitals] tab.
  3. Select "No" in the 'Refused Vitals' field.
  4. Populate all remaining vital sign fields.
  5. Click [Sign] button.
  6. Verify the values that are populated is saved as expected in the respective fields in historical column.
  7. Double click on "Client A" in the 'My Clients' widget.
  8. Validate the 'Chart View' is displayed.
  9. Select "Vitals Entry" from the left-hand side.
  10. Click [Refresh].
  11. Validate the vitals added for "Client A" are displayed.
Scenario 3: Medical Note - Vitals - Full Workflow
Specific Setup:
  • User with access to 'Medical Note' widget as a Provider
  • User with access to the 'POV Flowsheet' widget
  • The 'Vitals Entry' form must be added to the Chart View
  • A client is enrolled in an existing episode (Client A)
  • "Pull to Note" configuration set on "Pull Vitals to Note Summary" is enabled in MedNote Admin Tool
Steps
  1. Select "Client A" and select 'Medical Note' widget.
  2. Verify the existence of the [Facesheet] tab for "Client A".
  3. Click [Vitals] link on the left-hand menu bar.
  4. Click [Add]
  5. Verify the 'Date Taken' field displays the current date.
  6. Verify the 'Time Taken' field displays the current time.
  7. Verify the 'Refused Vitals' field is defaulted to "No".
  8. Populate all remaining vital sign fields with the desired value.
  9. Click [Save].
  10. Verify the newly added vitals records are displayed in the Vitals Entry table.
  11. Select the "POV Flowsheet" widget.
  12. Click the [Vitals] tab.
  13. Verify the vitals records entered from MedNote are displayed in the desired vital sign fields in Flowsheet.
  14. Double click on "Client A" in the 'My Clients' widget.
  15. Validate the 'Chart View' is displayed.
  16. Select "Vitals Entry" from the left-hand side.
  17. Click [Refresh].
  18. Validate the vitals added for "Client A" are displayed.
  19. Click [Add].
  20. Validate the 'Vitals Entry' form opens.
  21. Select "Add" in the 'Update Vital Sign' field.
  22. Enter the desired date in the 'Date' field.
  23. Enter the desired time in the 'Time' field.
  24. Select "No" in the 'Refused Vitals' field.
  25. Populate all remaining vital sign fields.
  26. Click [Submit] and remain in the form.
  27. Navigate to the 'Chart View'.
  28. Click [Refresh].
  29. Validate the vitals added for "Client A" are displayed.
  30. Select 'Medical Note' widget.
  31. Verify the existence of the [Facesheet] tab for "Client A".
  32. Click [Vitals] link on the left-hand menu bar.
  33. Click [Refresh].
  34. Verify the newly added vitals records from 'Vitals Entry' form is now displayed in the Vitals Entry table.
  35. Click the newly added vitals entry from 'Vitals Entry' form.
  36. Click [Add another].
  37. Verify the 'Date Taken' field displays the current date.
  38. Verify the 'Time Taken' field displays the current time.
  39. Verify the 'Refused Vitals' field is defaulted to "No".
  40. Populate all remaining vital sign fields with the desired value.
  41. Click [Save].
  42. Verify the newly added vitals records are displayed in the Vitals Entry table.
  43. Navigate to the 'Chart View'.
  44. Click [Refresh].
  45. Validate the vitals added for "Client A" are displayed.
  46. Click [Edit].
  47. Validate the 'Vitals Entry' form opens.
  48. Select "Edit" in the 'Update Vital Sign' field.
  49. Click [Select Vital Sign].
  50. Select the newly added vitals entry from MedNote and click [Ok].
  51. Verify the vitals records that were added from MedNote are displayed in the desired vital sign fields.
  52. Update the vitals records for any vital signs.
  53. Click [Submit] and remain in the form.
  54. Navigate to the 'Chart View'.
  55. Click [Refresh].
  56. Validate the vitals added for "Client A" are updated.
  57. Select 'Medical Note' widget.
  58. Verify the existence of the [Facesheet] tab for "Client A".
  59. Click [Vitals] link on the left-hand menu bar.
  60. Click [Refresh].
  61. Verify the existing vitals records are updated to the desired value from 'Vitals Entry' form.
  62. Navigate to the 'Vitals Entry' form.
  63. Select "Delete" in the 'Update Vital Sign' field.
  64. Select the vitals record created in the previous steps.
  65. Click [Ok].
  66. Click [Submit].
  67. Select "Yes" from the "Are you sure you wish to delete this row?" message card.
  68. Verify the "Deleted" message card is displayed and click [Ok].
  69. Select "Yes" On "Form Return" pop-up window and remain in the form.
  70. Navigate to the 'Chart View'.
  71. Click [Refresh].
  72. Validate the vitals deleted for "Client A" are no longer displayed.
  73. Close the Chart.
  74. Select 'Medical Note' widget.
  75. Verify the existence of the [Facesheet] tab for "Client A".
  76. Click [Vitals] link on the left-hand menu bar.
  77. Click [Refresh].
  78. Verify the deleted vitals records from 'Vitals Entry' form are longer displayed in MedNote.
  79. Click [Add Note].
  80. Verify the existence of the "Note Details".
  81. Complete the required fields in "Note Details".
  82. Click [Save] and verify the existence of the [Facesheet] tab.
  83. Click [Vitals] link.
  84. Validate that the "Pull to Note" button is displayed in the blue header.
  85. Click [Pull to Note].
  86. Verify the loader is displayed and pull the desired vitals records into the current Note Summary.
  87. Click the [Finalize] tab.
  88. Click [Generate Note].
  89. Verify the desired vitals records are pulled into the current Note Summary under the "VITALS" section.
Topics
• Vitals Entry • Chart View • Vitals • Progress Notes • Medical Note
Update 7 Summary | Details
Progress Notes (Group and Individual)
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • User Definition
  • Guarantors/Payors
  • Program Maintenance
  • Admission
  • Diagnosis
  • Financial Eligibility
  • Payor Based Authorizations
  • Dictionary Update (PM)
  • Create Interim Billing Batch File
  • Electronic Billing
Scenario 1: PM - Payor Based Authorization - Location - Progress Notes
Specific Setup:
  • Registry Settings:
  • Enable Payor Based Authorizations = 'Y'.
  • Enable CPT Based Payor Authorizations = desired value.
  • Require Authorizations At Guarantors/Payors Level = desired value.
  • Dictionary Update:
  • Client File (10006) Location = note active locations.
  • Staff File (79) Practitioner Category = note active categories.
  • Guarantors/Payors:
  • Guarantor A: Identify a guarantor to be used with 'Payor Based Authorizations'.
  • Note the values in the 'Authorization Section'.
  • Verification Level For Authorizations For Client Charge Input and Verification Level For Authorizations For Appointment Scheduling:
  • 'Disallow Service If Authorization Is Missing' will not allow the service to be submitted.
  • 'Warn User If Authorization Is Missing' will allow the service to be submitted.
  • Verification Level For Authorizations For 837 Electronic Billing:
  • 'None' will allow services that were submitted and closed to be billed.
  • 'Report As Error And Include On Bill' will allow services that were submitted and closed to be billed. An error message will be included in the 837 Billing report.
  • 'Report As Error And Do Not Include On Bill' will not allow services that were submitted and closed to be billed
  • Client A: Identify an active client that is assigned to the guarantor above.
  • Payor Based Authorizations: Create or edit a definition to not include a 'Locations' and any other desired fields. An error message will be included in the 837 Billing report. Note the value of each field.
Steps
  1. Open 'Payor Based Authorizations'.
  2. Create a new record for the client that matches the record from setup.
  3. Validate that the following message displays: An authorization already exists for this date range. Overlapping authorizations are not allowed.
  4. Remove the 'Expiration Date'.
  5. Select a 'Location'.
  6. Enter an 'Expiration Date'.
  7. Submit the form and validate that it files successfully.
  8. Open 'Progress Notes (Group and Individual)'.
  9. Create a note for a new service for the client without the selected location, that will pass the setup payor authorization definition.
  10. Validate that the note files successfully.
  11. Create a note for a new service for the client with the selected location, that will pass the payor authorization definition added above.
  12. Validate that the note files successfully.
  13. If desired, test other progress note types for successful filing.
  14. If desired, disable the 'Enable Payor Based Authorizations' registry setting test progress notes for successful filing.
Topics
• Progress Notes
2022 Update 89 Summary | Details
Assessment Problem Planning - Scrolling Free Text Templates
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Assessment Problem Planning
  • Product Scrolling Free Text Templates (CWS)
  • Widget Wizard (CWS)
  • View Definition
Scenario 1: Assessment Problem Planning - Validate scrolling free text templates (System Templates)
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Product Scrolling Free Text Templates' form.
  2. Select "Assessment Problem Planning" and click [OK].
  3. Click [Template Definition].
  4. Click [Add New Item] in the 'Scrolling Text Templates' field.
  5. Select "Plan (81355)" in the 'Scrolling Text Table Column' field.
  6. Enter the desired value in the 'Template Description' field. Note: this will now be referred to as "Template A".
  7. Enter the desired value(s) in the 'Template Contents' field.
  8. Select the desired value(s) in the 'Keywords' field.
  9. Click [View Sample].
  10. Validate the added 'Template Contents' displays correctly.
  11. Click [Submit].
  12. Access the 'Assessment Problem Planning' form for "Client A".
  13. Enter the current date in the 'Date' field.
  14. Click [New Row].
  15. Select the desired value in the 'Add New Problem' field.
  16. Select the desired value in the 'Status' field.
  17. Right Click in the 'Plan' field.
  18. Select "Template A" in the 'System Templates' field.
  19. Validate the 'Plan' field displays the "Template A" contents.
  20. Validate the row in the 'Assessment Problem Planning' grid displays the problem/plan text accordingly.
  21. Click [Submit] and reopen the form.
  22. Click [Load Existing Assessment].
  23. Select the Previously filed Problem.
  24. Click [OK].
  25. Select the Problem in the Grid.
  26. Validate the previously filed data is displayed correctly.
  27. Close the form.
Scenario 2: Assessment Problem Planning - Validate scrolling free text templates (User Defined Templates)
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Assessment Problem Planning' form for "Client A".
  2. Enter the current date in the 'Date' field.
  3. Click [New Row].
  4. Select the desired value in the 'Add New Problem' field.
  5. Select the desired value in the 'Status' field.
  6. Right Click in the 'Plan' field.
  7. Select "Manage Templates" in the 'User Defined Templates' field.
  8. Enter the desired value in the 'Template Name' field. Note: this will now be referred to as "Template A".
  9. Drag and Drop the desired fields to the template from the 'Available Fields' field.
  10. Click [Preview].
  11. Validate the Preview displays the added fields.
  12. Close the preview.
  13. Click [Add] and [Save].
  14. Right Click in the 'Plan' field.
  15. Select "Template A" in the 'User Defined Templates' field.
  16. Validate the 'Plan' field displays the "Template A" contents.
  17. Validate the row in the 'Assessment Problem Planning' grid displays the problem/plan text accordingly.
  18. Click [Submit] and reopen the form.
  19. Click [Load Existing Assessment].
  20. Select the Previously filed Problem.
  21. Click [OK].
  22. Select the Problem in the Grid.
  23. Validate the previously filed data is displayed correctly.
  24. Close the form.
Scenario 3: Assessment Problem Planning - Validate scrolling free text templates (Widget Templates)
Specific Setup:
  • The Registry Setting 'Enable Templates On Demand for SQL Widgets' must be set to "Y".
  • A client is enrolled in an existing episode (Client A) with the following:
  • Vitals on file in the 'Vitals Entry' form.
  • An existing record on file in the 'Assessment Problem Planning' form.
  • A widget (Widget A) is defined in 'Widget Wizard' for the 'Assessment Problem Planning' form with the following:
  • Widget uses the 'SYSTEM.cw_assess_prob_plan_hdr' SQL table.
  • Displays the following fields in the widget: 'SYSTEM.cw_assess_prob_planning_hdr.ID', 'SYSTEM.cw_assess_prob_plan_hdr.PATID', and 'SYSTEM.cw_assess_prob_plan_hr.assessment_date'.
  • Widget is accessible from the HomeView.
  • 'Recent Vitals' widget must be added to the HomeView.
Steps
  1. Access the 'Assessment Problem Planning' form for "Client A".
  2. Click [Load Existing Assessment].
  3. Select the previously filed Problem.
  4. Click [OK].
  5. Select the problem in the grid to display the previously filed details.
  6. Right click in the 'Plan' field.
  7. Select "Widget A" in the 'Widget Templates' field.
  8. Enter the current date & Click [OK].
  9. Select [Insert] & Click [OK].
  10. Validate the "Widget A" data has been inserted to the 'Plan' field.
  11. Validate the row in the 'Assessment Problem Planning' grid displays the problem/plan text accordingly.
  12. Click [Submit] and reopen the form.
  13. Click [Load Existing Assessment].
  14. Select the Previously filed Problem.
  15. Click [OK].
  16. Select the Problem in the Grid.
  17. Validate the previously filed data is displayed correctly.
  18. Close the form.
  19. Select "Client A" and navigate to "Widget A".
  20. Validate the new 'Assessment Problem Planning record is displayed.
  21. Access the 'Assessment Problem Planning' form for "Client A".
  22. Enter the current date in the 'Date' field.
  23. Click [New Row].
  24. Select the desired value in the 'Add New Problem' field.
  25. Select the desired value in the 'Status' field.
  26. Right Click in the 'Plan' field.
  27. Select "Recent Vitals" in the 'Widget Templates' field.
  28. Validate the client's vitals data is displayed in the 'Plan' field.
  29. Validate the row in the 'Assessment Problem Planning' grid displays the problem/plan text accordingly.
  30. Click [Submit] and reopen the form.
  31. Click [Load Existing Assessment].
  32. Select the previously filed Problem.
  33. Click [OK].
  34. Select the Problem in the Grid.
  35. Validate the previously filed data is displayed correctly.
  36. Close the form.
Topics
• Assessment Problem Planning
2022 Update 121 Summary | Details
Task List - Task Associations by Order Type
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Task Definitions
  • Task Associations
  • Orders This Episode
  • Avatar eMAR
  • Order Code Setup
  • Task Group Definitions
  • Task Frequency
Scenario 1: Task List - Task Definition - Generating Tasks When Associated via 'Order Type'
Specific Setup:
  • Two Nursing-type order codes must exist. (Nursing Code A) (Nursing Code B)
  • An interval Frequency with the following configuration must exist: (Frequency Code A)
  • 'Every Nth Hour' = "4".
  • A PRN frequency code with the following configuration must exist: (Frequency Code B)
  • 'Times/24 Hours' = "1".
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Order Code Setup' form.
  2. Select "Edit Existing Code" from the 'Add/Edit Order Code' field.
  3. Search for and select "Nursing Code A" from the 'Existing Order Code' field.
  4. Take note of the value in the 'Order Code Description' field. (Nursing Code Description A).
  5. Click [Discard] and validate a message is displayed that states: "Are you sure you want to close without saving?" and click [yes].
  6. Access the 'Task Definitions' form.
  7. Select "Add" from the 'Add/Edit Task Definition' field.
  8. Set the 'New Task Code' field to "GNT" and press [Tab].
  9. Set the 'Task Title' field to "Generic Nurse Task" and click [Submit].
  10. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [Yes].
  11. Select "Add" from the 'Add/Edit Task Definition' field.
  12. Set the 'New Task Code' field to "AIMS" and press Tab.
  13. Set the 'Task Title' field to "AIMS Assessments Task" and click [Submit].
  14. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No].
  15. Access the 'Task Associations' form.
  16. Select "Task Definition" from the 'Task Type' field.
  17. Search for and select "AIMS Assessment Task (AIMS)" from the 'Task Group/Definition' field.
  18. Select "Add" from the 'Add/Edit/Delete Association' field.
  19. Select "Order Entry" from the 'Order Event' field.
  20. Validate the 'Reason', 'Order Code', 'Primary Name (Medication)' and 'Order Type' fields are enabled and required.
  21. Select "Nursing Code A" from the 'Order Code' field.
  22. Validate that only the 'Order Code' field is now required.
  23. Click [Update Associations], validate the 'Task Associations' field populates with the correct 'Type/Event' and 'Description' and click [Submit].
  24. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [Yes].
  25. Validate the 'Task Associations' field is cleared.
  26. Select "Task Definition" from the 'Task Type' field.
  27. Search for and select "Generic Nursing Task" from the 'Task Group/Definition' field.
  28. Select "Add" from the 'Add/Edit/Delete Association' field.
  29. Select "Order Entry" from the 'Order Event' field.
  30. Select "Nursing" from the 'Order Type' field.
  31. Click [Update Associations], validate the 'Task Associations' field populates with the correct 'Type/Event' and 'Description' and click [Submit].
  32. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
  33. Select "Client A" and access the Order Entry Console.
  34. Search for and select "Nursing Code B" from the 'New Order' field.
  35. Search for and select "Frequency Code B" from the 'Frequency' field.
  36. Set the 'Duration' field to "2" and click [Days].
  37. Set the 'Addl Instructions' field to "Task List Test Instructions".
  38. Complete any other required fields and click [Add to Scratchpad].
  39. Search for and select "Nursing Code A" from the 'New Order' field.
  40. Search for and select "Frequency Code A" from the 'Frequency' field.
  41. Set the 'Duration' field to "2" and click [Days].
  42. Set the 'Addl Instructions' field to "Task List Test Instructions".
  43. Complete any other required fields and click [Add to Scratchpad] and [Sign].
  44. Validate that both "Nursing Code A" and "Nursing Code B" appear in the 'Order grid'.
  45. Access the 'Task List' widget.
  46. Search for and select "Client A" from the 'Search Patients' field.
  47. Validate that a task, whose title is equal to "Nursing Code Description A", is created under the current hour column and under every proceeding fourth hour column.
  48. Select the "Nursing Code Description A" task under the current hour, validate that it shows "Addl Instructions: Task List Test Instructions".
  49. Click [Complete] and [Save].
  50. Validate the task is no longer shown under the current hour.
  51. Click [(#) PRN Tasks] and validate a task labeled: "AIMS Assessment Task" is shown.
  52. Expand the view of the task labeled "Aims Assessment Task" and validate that it shows:
  53. "Next Available: Now"
  54. "Addl Instructions: Task List Test Instructions"
  55. A green circle icon.
  56. Click [Complete] and [Save].
  57. Click [(#) PRN Tasks] and validate the task labeled: "AIMS Assessment Task" is still shown.
  58. Expand the view of the task labeled "Aims Assessment Task" and validate that it shows:
  59. "Last Completed: Current Date and Time"
  60. "Next Available: 24 hours from now"
  61. "Addl Instructions: Task List Test Instructions
  62. No green circle icon.
Scenario 2: Task List - Task Group - Generating Tasks When Associated via 'Order Type'
Specific Setup:
  • There must be at least one value defined in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary. (Reason Code A)
  • A Therapy-type order code must exist. (Therapy Code A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "OEReason" and press [Tab].
  4. Set the 'Task Title' field to "Order Entry - Reason Task" and click [Submit].
  5. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [Yes].
  6. Select "Add" from the 'Add/Edit Task Definition' field.
  7. Set the 'New Task Code' field to "Start" and press [Tab].
  8. Set the 'Task Title' field to "Start Task" and click [Submit].
  9. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [Yes].
  10. Select "Add" from the 'Add/Edit Task Definition' field.
  11. Set the 'New Task Code' field to "Previous" and press Tab.
  12. Set the 'Task Title' field to "Previous Task" and click [Submit].
  13. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [Yes].
  14. Select "Add" from the 'Add/Edit Task Definition' field.
  15. Set the 'New Task Code' field to "End" and press Tab.
  16. Set the 'Task Title' field to "End Task" and click [Submit].
  17. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No].
  18. Access the 'Task Group Definitions' form.
  19. Select "Add" from the 'Add/Edit Task Group Definition' field.
  20. Set the 'New Task Group Code' field to "Group" and press Tab.
  21. Set the 'Task Group Definition' field to "Task Group".
  22. Select "Add" from the 'Add/Edit Task' field.
  23. Search for and select "Start Task" from the 'Task To Add' field.
  24. Select "Start of Group" from the 'Offset From Event' field.
  25. Set the 'Duration' field to "1" and press Tab.
  26. Select "Hours" from the 'Duration Units' field.
  27. Select "Every Hour" from the 'Frequency' field and click [Update Group].
  28. Select "Add" from the 'Add/Edit Task' field.
  29. Search for and select "Previous Task (Previous)" from the 'Task To Add' field.
  30. Set the 'Offset' field to "1" and press Tab.
  31. Select "Hours" from the 'Offset Units' field.
  32. Select "Previous Task" from the 'Offset From Event' field.
  33. Select "1 - Start Task (Start)" from the 'Offset From Event Task' field.
  34. Set the 'Duration' field to "1" and press Tab.
  35. Select "Hours" from the 'Duration Units' field.
  36. Select "Every Hour" from the 'Frequency' field and click [Update Group].
  37. Select "Add" from the 'Add/Edit Task' field.
  38. Search for and select "End Task (End)" from the 'Task To Add' field.
  39. Select "End of Group" from the 'Offset From Event' field.
  40. Set the 'Duration' field to "1" and press Tab.
  41. Select "Hours" from the 'Duration Units' field.
  42. Select "Every Hour" from the 'Frequency' field and click [Update Group] and [Submit].
  43. Validate a message is displayed that states: "Task Group Definitions has completed. Do you wish to return to form?" and click [No].
  44. Access the 'Task Associations' form.
  45. Select "Task Definition" from the 'Task Type' field.
  46. Search for and select "Order Entry - Reason Task (OEReason)" from the 'Task Group/Definition' field.
  47. Select "Add" from the 'Add/Edit/Delete Association' field.
  48. Select "Order Entry" from the 'Order Event' field.
  49. Select "Reason Code A" from the 'Reason field.
  50. Click [Update Associations] and [Submit].
  51. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [Yes].
  52. Select "Task Group" from the 'Task Type' field.
  53. Search for and select "Task Group (Group)" from the 'Task Group/Definition' field.
  54. Select "Add" from the 'Add/Edit/Delete Association' field.
  55. Select "Order Entry" from the 'Order Event' field.
  56. Search for and select "Therapy" from the 'Order Type' field.
  57. Click [Update Associations] and [Submit].
  58. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
  59. Select "Client A" and access the Order Entry Console.
  60. Search for and select "Therapy Code A" from the 'New Order' field.
  61. Set the 'Duration' field to "4" and click [Hours].
  62. Complete any other required fields and click [Add to Scratchpad] and [Sign].
  63. Access the 'Task List' widget.
  64. Search for and select "Client A" from the 'Search Patients' field.
  65. Validate the tasks labeled: "Start Task" and "Previous Task" are displayed and are one hour apart.
  66. Validate the task labeled: "End Task" is displayed under the hour column that is four hours after the column displaying the "Start Task".
  67. Access the Order Entry Console.
  68. Select "Therapy Code A" and click [Modify]
  69. Select "Every Hour" from the 'Frequency' field.
  70. Select 'Reason Code A" from the 'Reason' field.
  71. Click [Add to Scratchpad] and [Sign].
  72. Access the 'Task List' widget.
  73. Search for and select "Client A" from the 'Search Patients' field.
  74. Validate the tasks labeled: "Start Task", "Previous Task", and "End Task" are no longer displayed on the grid.
  75. Validate the task labeled: "Order Entry - Reason Task" is displayed under every column, for four hours, starting at the next closest hour.
Topics
• NX • Task List
2022 Update 124 Summary | Details
Dictionary Update - 'Plan Type' dictionary
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (CWS)
Scenario 1: Dictionary Update - Validate the 'Plan Type' dictionary
Specific Setup:
  • Existing dictionary values on file for the 'CWS' - '(52003) Plan Type' dictionary.
Steps
  1. Access the 'Dictionary Update' CWS form.
  2. Select "CWS" in the 'File' field.
  3. Select "(52003) Plan Type" in the 'Data Element' field.
  4. Enter an existing code in the 'Dictionary Code' field.
  5. Validate the 'Dictionary Value' field populates accordingly.
  6. Validate the 'Extended Dictionary Data Element' field contains "(60150) FHIR Care Plan Category" and select it.
  7. Select the desired value in the 'Extended Dictionary Value (Single Dictionary)' field.
  8. Click [Apply Changes].
  9. Validate a message is displayed stating: Filed!
  10. Click [OK].
  11. Select the "Print Dictionary" section.
  12. Select "CWS" in the 'File' field.
  13. Select "Individual Data Element" in the 'Individual or All Data Elements' field.
  14. Select "(52003) Plan Type" in the 'Data Element' field.
  15. Click [Print Dictionary].
  16. Validate the report displays the updated dictionary with the "(60150) FHIR Care Plan Category" extended dictionary value populated.
  17. Close the report and the form.
Treatment Plan - 'Current Status' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • SoapUI - Add Treatment Plan
  • Treatment Plan
  • SOAPUI - Delete Treatment Plan
Scenario 1: Treatment Plan Web Service - Add Treatment Plan
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • The 'SS Treatment Plan Client Scrolling Free Text 1' field is added to the 'Treatment Plan' form via 'Site Specific Section Modeling'. (Field #52021)
Steps
  1. Access SoapUI for the 'TreatmentPlan' - 'AddTreatmentPlan' web service.
  2. Enter the system code that will be used to log into Avatar in the 'SystemCode' field.
  3. Enter the user name that will be used to log into Avatar in the 'UserName' field.
  4. Enter the password that will be used to log into Avatar in the 'Password' field.
  5. Enter the desired date in the 'PlanDate' field.
  6. Enter the desired value in the 'PlanName' field.
  7. Enter the desired value in the 'PlanType' field.
  8. Enter the desired value in the 'TreatmentPlanStatus' field.
  9. Enter a valid problem code in the 'SNOMEDCode' field.
  10. Enter the corresponding problem description in the 'SNOMEDDesc' field.
  11. Enter the desired value in the 'ProblemCodeStatus' field.
  12. Enter the desired date in the 'DateOfOnset' field.
  13. Enter the desired staff ID in the 'StaffResponsible' field.
  14. Enter the desired date in the 'DateOpened' field.
  15. Enter the desired value in the 'Problem' field.
  16. Enter the desired value in the 'Status' field.
  17. Enter the desired value in the 'CurrentStatus' field.
  18. Enter "52021" in the 'SSFreeTextScrolling' - 'FieldNumber' field.
  19. Enter a value containing more than 50 characters in the 'SSFreeTextScrolling' - 'FieldValue' field.
  20. Populate any other desired fields.
  21. Enter "Client A" in the 'ClientID' field.
  22. Enter "1" in the 'EpisodeNumber' field.
  23. Enter "CWS60000" in the 'OptionID' field.
  24. Click [Run].
  25. Validate that the 'Confirmation' field contains the unique ID for the treatment plan filed.
  26. Validate the 'Message' field contains: "Treatment Plan web service has been filed successfully".
  27. Select "Client A" and access the 'Treatment Plan' form.
  28. Select the record filed in the previous steps and click [Edit].
  29. Validate all data filed in the previous steps is displayed.
  30. Validate the 'SS Treatment Plan Client Scrolling Free Text 1' field contains the value filed in the previous steps.
  31. Close the form.
Scenario 2: Treatment Plan Web Service - Edit Treatment Plan
Specific Setup:
  • A client is enrolled in an existing episode and has a 'Treatment Plan' on file (Client A).
  • The 'SS Treatment Plan Client Scrolling Free Text 1' field is added to the 'Treatment Plan' form via 'Site Specific Section Modeling'. (Field #52021)
Steps
  1. Access SoapUI for the 'TreatmentPlan' - 'EditTreatmentPlan' web service.
  2. Enter the system code that will be used to log into Avatar in the 'SystemCode' field.
  3. Enter the user name that will be used to log into Avatar in the 'UserName' field.
  4. Enter the password that will be used to log into Avatar in the 'Password' field.
  5. Enter the original date on file in the 'PlanDate' field.
  6. Enter the desired value in the 'PlanName' field.
  7. Enter the desired value in the 'PlanType' field.
  8. Enter the desired value in the 'TreatmentPlanStatus' field.
  9. Enter a valid problem code in the 'SNOMEDCode' field.
  10. Enter the corresponding problem description in the 'SNOMEDDesc' field.
  11. Enter the desired value in the 'ProblemCodeStatus' field.
  12. Enter the desired date in the 'DateOfOnset' field.
  13. Enter the desired staff ID in the 'StaffResponsible' field.
  14. Enter the desired date in the 'DateOpened' field.
  15. Enter the desired value in the 'Problem' field.
  16. Enter the desired value in the 'Status' field.
  17. Enter the desired value in the 'CurrentStatus' field.
  18. Enter "52021" in the 'SSFreeTextScrolling' - 'FieldNumber' field.
  19. Enter a value containing more than 50 characters in the 'SSFreeTextScrolling' - 'FieldValue' field.
  20. Populate any other desired fields.
  21. Enter "Client A" in the 'ClientID' field.
  22. Enter "1" in the 'EpisodeNumber' field.
  23. Enter the unique ID for the existing 'Treatment Plan' record in the 'TPUniqueID' field.
  24. Click [Run].
  25. Validate that the 'Confirmation' field contains the unique ID for the treatment plan filed.
  26. Validate the 'Message' field contains: "Treatment Plan web service has been filed successfully".
  27. Select "Client A" and access the 'Treatment Plan' form.
  28. Select the record filed in the previous steps and click [Edit].
  29. Validate all data filed in the previous steps is displayed.
  30. Validate the 'SS Treatment Plan Client Scrolling Free Text 1' field contains the value filed in the previous steps.
  31. Close the form.
Scenario 3: Validate the 'Set Current Status To Active When Plan Is Finalized' registry setting
Specific Setup:
  • Document Routing is disabled for the 'Treatment Plan' form.
  • Three clients are enrolled in existing episodes (Client A, Client B, Client C).
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Set Current Status To Active When Plan Is Finalized" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Select the "Set Current Status To Active When Plan Is Finalized" registry setting for the 'Treatment Plan' form and click [OK].
  5. Note: the registry setting will be added for all 'Treatment Plan' copies as well.
  6. Validate the 'Registry Setting' field contains "Avatar CWS->Treatment Plan->Treatment Plan->Treatment Plan->->Set Current Status To Active When Plan Is Finalized".
  7. Validate the 'Registry Setting Detail' field contains: "When set to 'Y', the treatment plan will automatically change the 'Current Status' field to "Active" when the plan is marked as Final status. When set to 'YA', the plan will automatically change the 'Current Status' field to "Active" when the plan is marked as Final status and all approvers have signed via document routing. When set to 'N', the 'Current Status' field will not be automatically updated when the plan is finalized."
  8. Validate the 'Registry Setting Value' field contains "N". This is the default value.
  9. Enter "Y" in the 'Registry Setting Value' field.
  10. Click [Submit] and close the form.
  11. Select "Client A" and access the 'Treatment Plan' form.
  12. Enter the desired date in the 'Plan Date' field.
  13. Select the desired value in the 'Plan Type' field.
  14. Select "Draft" in the 'Treatment Plan Status' field.
  15. Validate "Draft" is now selected in the 'Current Status' field.
  16. Populate any other required and desired fields.
  17. Select "Final" in the 'Treatment Plan Status' field.
  18. Validate "Active" is now selected in the 'Current Status' field.
  19. Click [Submit].
  20. Access the 'Registry Settings' form.
  21. Enter "Set Current Status To Active When Plan Is Finalized" in the 'Limit Registry Settings to the Following Search Criteria' field.
  22. Click [View Registry Settings].
  23. Select the "Set Current Status To Active When Plan Is Finalized" registry setting for the 'Treatment Plan' form and click [OK].
  24. Enter "YA" in the 'Registry Setting Value' field.
  25. Click [Submit] and close the form.
  26. Access the 'Document Routing Setup' form.
  27. Select "Avatar CWS" in the 'Application' field.
  28. Click [Select Form].
  29. Select "Treatment Plan" in the 'Select a form to enable Document Routing' field.
  30. Click [OK].
  31. Select "Yes" in the 'Enable Document Routing' field.
  32. Click [File] and [OK].
  33. Close the form.
  34. Select "Client B" and access the 'Treatment Plan' form.
  35. Enter the desired date in the 'Plan Date' field.
  36. Select the desired value in the 'Plan Type' field.
  37. Select "Draft" in the 'Treatment Plan Status' field.
  38. Validate "Draft" is now selected in the 'Current Status' field.
  39. Populate any other required and desired fields.
  40. Select "Final" in the 'Treatment Plan Status' field.
  41. Validate "Draft" is still selected in the 'Current Status' field.
  42. Click [Submit].
  43. Validate a "Confirm Document" dialog is displayed for document routing.
  44. Validate all treatment plan data displays as expected. Please note: the 'Current Status' field will not be included in the document image. This is because the 'Current Status' field can be updated after a 'Treatment Plan' has been finalized.
  45. Click [Accept and Route].
  46. Enter the password for the logged in user and click [Verify].
  47. Select the practitioner associated to the logged in user and click [Submit].
  48. Navigate to the 'My To Dos' widget.
  49. Validate there is a To Do for the 'Treatment Plan' sent for approval for "Client B".
  50. Approve the document.
  51. Validate the To Do is no longer displayed.
  52. Select "Client B" and access the 'Treatment Plan' form.
  53. Select the 'Treatment Plan' approved in the previous steps and click [Edit].
  54. Validate a message is displayed stating: This plan is marked as Final. Only the following field(s) may be updated: 'Current Status'. Do you want to continue?
  55. Click [Yes].
  56. Validate "Active" is now selected in the 'Current Status' field.
  57. Close the form.
  58. Access the 'Registry Settings' form.
  59. Enter "Set Current Status To Active When Plan Is Finalized" in the 'Limit Registry Settings to the Following Search Criteria' field.
  60. Click [View Registry Settings].
  61. Select the "Set Current Status To Active When Plan Is Finalized" registry setting for the 'Treatment Plan' form and click [OK].
  62. Enter "N" in the 'Registry Setting Value' field.
  63. Click [Submit] and close the form.
  64. Select "Client C" and access the 'Treatment Plan' form.
  65. Enter the desired date in the 'Plan Date' field.
  66. Select the desired value in the 'Plan Type' field.
  67. Select "Draft" in the 'Treatment Plan Status' field.
  68. Validate "Draft" is now selected in the 'Current Status' field.
  69. Populate any other required and desired fields.
  70. Select "Final" in the 'Treatment Plan Status' field.
  71. Validate "Draft" is still selected in the 'Current Status' field.
  72. Click [Submit].
  73. Validate a "Confirm Document" dialog is displayed for document routing.
  74. Validate all treatment plan data displays as expected. Please note: the 'Current Status' field will not be included in the document image. This is because the 'Current Status' field can be updated after a 'Treatment Plan' has been finalized.
  75. Click [Accept].
  76. Enter the password for the logged in user and click [Verify].
  77. Select "Client C" and access the 'Treatment Plan' form.
  78. Select the 'Treatment Plan' approved in the previous steps and click [Edit].
  79. Validate a message is displayed stating: This plan is marked as Final. Only the following field(s) may be updated: 'Current Status'. Do you want to continue?
  80. Click [Yes].
  81. Validate "Draft" is still selected in the 'Current Status' field.
  82. Close the form.
Scenario 4: Validate the 'Set Current Status to Completed On Plan End Date' registry setting
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Set Current Status To Completed On Plan End Date" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Select the "Set Current Status To Completed On Plan End Date" registry setting for the 'Treatment Plan' form and click [OK].
  5. Note: the registry setting will be added for all 'Treatment Plan' copies as well.
  6. Validate the 'Registry Setting' field contains "Avatar CWS->Treatment Plan->Treatment Plan->Treatment Plan->->Set Current Status To Completed On Plan End Date".
  7. Validate the 'Registry Setting Details' field contains: When set to 'Y', the treatment plan will automatically change the 'CurrentStatus' to "Completed" once the 'Plan End Date' has passed. Note: The 'Current Status' must be set to "Active" prior in order to support this functionality. When set to 'N', the 'Current Status' field will not automatically change when the 'Plan End Date' has passed.
  8. Validate the 'Registry Setting Value' field contains "N". This is the default value.
  9. Enter "Y" in the 'Registry Setting Value' field.
  10. Click [Submit] and close the form.
  11. Select "Client A" and access the 'Treatment Plan' form.
  12. Enter the yesterday's date in the 'Plan Date' field.
  13. Select the desired value in the 'Plan Type' field.
  14. Enter the current date in the 'Plan End Date' field.
  15. Select "Draft" in the 'Treatment Plan Status' field.
  16. Validate "Draft" is now selected in the 'Current Status' field.
  17. Populate any other required and desired fields.
  18. Select "Final" in the 'Treatment Plan Status' field.
  19. Select "Active" in the 'Current Status' field.
  20. Click [Submit].
  21. Wait until the next day. There is a background task that runs at 1am each morning to determine if any plans have passed the defined 'Plan End Date'. If they have, the 'Current Status' will be updated automatically to "Completed".
  22. Select "Client A" and access the 'Treatment Plan' form.
  23. Select the 'Treatment Plan' filed the day prior and click [Edit].
  24. Validate a message is displayed stating: This plan is marked as Final. Only the following field(s) may be updated: 'Current Status'. Do you want to continue?
  25. Click [Yes].
  26. Validate "Completed" is now selected in the 'Current Status' field.
  27. Close the form.
Scenario 5: Set System Defaults - Treatment Plan
Steps
  1. Access the 'Set System Defaults' CWS form.
  2. Validate the 'Display Treatment Plans in Selection Leaf For The Selected 'Current Status' Codes' field is displayed and contains the following:
  3. Active
  4. Revoked
  5. Completed
  6. Unknown
  7. Draft
  8. Entered In Error
  9. On Hold
  10. Select the desired value(s) in the 'Display Treatment Plans in Selection Leaf For The Selected 'Current Status' Codes' field. Please note: the value(s) selected here will determine the treatment plans available for selection in Progress Note forms. If no value(s) are selected here, then treatment plans with any 'Current Status' will display in Progress Note forms.
  11. Click [Submit].
  12. Access Crystal Reports or other SQL Reporting Tool.
  13. Select the CWS namespace.
  14. Create a report using the 'SYSTEM.cw_system_defaults' SQL table.
  15. Validate the 'disp_plan_cstat_code' field contains the code(s) associated to the value(s) selected in the previous steps.
  16. Validate the 'disp_plan_cstat_value' field contains the value(s) selected in the previous steps.
  17. Close the report.
Scenario 6: Treatment Plan - SQL Validation
Specific Setup:
  • The 'Set Current Status To Active When Plan Is Finalized' registry setting is set to "N" for the 'Treatment Plan' form.
  • The 'Set Current Status To Completed On Plan End Date' registry setting is set to "N" for the 'Treatment Plan' form.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the current date is displayed in the 'Plan Date' field.
  3. Select the desired date in the 'Plan Date' field.
  4. Select the desired value in the 'Plan Type' field.
  5. Select "Draft" in the 'Treatment Plan Status' field.
  6. Validate "Draft" is now selected in the 'Current Status' field.
  7. Enter the desired value in the 'Strengths' field.
  8. Enter the desired value in the 'Weaknesses' field.
  9. Enter the desired value in the 'Discharge Planning' field.
  10. Click [Submit].
  11. Access Crystal Reports or other SQL Reporting Tool.
  12. Select the CWS namespace.
  13. Create a report using the 'SYSTEM.cw_client_tx_plan' SQL table.
  14. Validate a row is displayed for the treatment plan for "Client A".
  15. Validate the 'current_status_code' field contains "draft".
  16. Validate the 'current_status_value' field contains "Draft".
  17. Create a report using the 'SYSTEM.tx_plan' SQL table.
  18. Validate a row is displayed for the treatment plan for "Client A".
  19. Validate the 'care_plan_text' field contains the values entered in the 'Strengths', 'Weaknesses', and 'Discharge Planning' fields.
  20. Validate the 'current_status_code' field contains "draft".
  21. Validate the 'current_status_value' field contains "Draft".
  22. Select "Client A" and access the 'Treatment Plan' form.
  23. Select the record filed in the previous steps and click [Edit].
  24. Validate all previously filed data is displayed.
  25. Enter any new value in the 'Strengths' field.
  26. Enter any new value in the 'Weaknesses' field.
  27. Enter any new value in the 'Discharge Planning' field.
  28. Select "Final" in the 'Treatment Plan Status' field.
  29. Select "Active" in the 'Current Status' field.
  30. Click [Submit].
  31. Access Crystal Reports or other SQL Reporting Tool.
  32. Refresh the report using the 'SYSTEM.cw_client_tx_plan' SQL table.
  33. Validate the 'current_status_code' field contains "active".
  34. Validate the 'current_status_value' field contains "Active".
  35. Refresh the report using the 'SYSTEM.tx_plan' SQL table.
  36. Validate the 'care_plan_text' field contains the new values entered in the 'Strengths', 'Weaknesses', and 'Discharge Planning' fields.
  37. Validate a row is displayed for the treatment plan for "Client A".
  38. Validate the 'current_status_code' field contains "active".
  39. Validate the 'current_status_value' field contains "Active".
  40. Close the reports.
Scenario 7: Treatment Plan - File a Treatment Plan with Document Routing
Specific Setup:
  • Client is enrolled in an existing episode (Client A).
  • The 'Treatment Plan' form must have document routing enabled.
  • Must have the 'My To Do's' widget configured on a view.
  • The 'Set Current Status To Active When Plan Is Finalized' registry setting is set to "N" for the 'Treatment Plan' form.
  • The 'Set Current Status To Completed On Plan End Date' registry setting is set to "N" for the 'Treatment Plan' form.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Enter the current date is displayed in the 'Plan Date' field.
  4. Select the desired date in the 'Plan Date' field.
  5. Select the desired value in the 'Plan Type' field
  6. Select "Draft" in the 'Treatment Plan Status' field.
  7. Validate "Draft" is now selected in the 'Current Status' field.
  8. Click [Launch Plan].
  9. Add a problem, goal, objective, and intervention.
  10. Click [Return to Plan] and [OK].
  11. Hover over the problem in the 'Problems' field.
  12. Validate a "not allowed" icon displays indicating the field cannot be edited.
  13. Validate the 'Problem' is displayed in dark grey text.
  14. Select "Final" in the 'Draft/Final' field.
  15. Select "Active" in the 'Current Status' field.
  16. Click [Submit].
  17. Validate a 'Confirm Document' dialog is displayed.
  18. Validate the user is unable to print.
  19. Validate all treatment plan data displays as expected. Please note: the 'Current Status' field will not be included in the document image. This is because the 'Current Status' field can be updated after a 'Treatment Plan' has been finalized.
  20. Click [Accept].
  21. Enter the password and click [Verify].
  22. Select "Client A" and access the 'Treatment Plan' form.
  23. Select the record from the previous steps and click [Edit].
  24. Validate a message is displayed stating: This plan is marked as Final. Only the following field(s) may be updated: 'Current Status'. Do you want to continue?
  25. Click [Yes].
  26. Validate the plan displays as expected and fields are disabled, except for the 'Current Status' field.
  27. Select "Completed" in the 'Current Status' field.
  28. Click [Submit].
  29. Validate a message is displayed stating: The following fields are updated: 'Current Status'.
  30. Click [OK].
  31. Select "Client A" and access the 'Treatment Plan' form.
  32. Select the record from the previous steps and click [Edit].
  33. Validate a message is displayed stating: This plan is marked as Final. Only the following field(s) may be updated: 'Current Status'. Do you want to continue?
  34. Click [Yes].
  35. Validate "Completed" is selected in the 'Current Status' field.
  36. Close the form.
Scenario 8: Treatment Plan - Form Validations
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • The 'Set Current Status To Active When Plan Is Finalized' registry setting is set to "N" for the 'Treatment Plan' form.
  • The 'Set Current Status To Completed On Plan End Date' registry setting is set to "N" for the 'Treatment Plan' form.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the current date is displayed in the 'Plan Date' field.
  3. Select the desired date in the 'Plan Date' field.
  4. Select the desired value in the 'Plan Type' field.
  5. Validate the 'Current Status' field is displayed and contains the following values:
  6. Active
  7. Draft
  8. On Hold
  9. Unknown
  10. Completed
  11. Entered In Error
  12. Revoked
  13. Select "Draft" in the 'Treatment Plan Status' field.
  14. Validate "Draft" is now selected in the 'Current Status' field.
  15. Populate any desired fields.
  16. Click [Submit].
  17. Select "Client A" and access the 'Treatment Plan' form.
  18. Select the plan filed in the previous steps and click [Edit].
  19. Validate all previously filed values are displayed.
  20. Close the form.
Scenario 9: Treatment Plan Copy - Form Validations
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • A copy of the 'Treatment Plan' form exists (Treatment Plan Copy).
  • The 'Set Current Status To Active When Plan Is Finalized' registry setting is set to "N" for the 'Treatment Plan Copy'.
  • The 'Set Current Status To Completed On Plan End Date' registry setting is set to "N" for the 'Treatment Plan Copy'.
Steps
  1. Select "Client A" and access the 'Treatment Plan Copy' form.
  2. Enter the current date is displayed in the 'Plan Date' field.
  3. Select the desired date in the 'Plan Date' field.
  4. Select the desired value in the 'Plan Type' field.
  5. Validate the 'Current Status' field is displayed and contains the following values:
  6. Active
  7. Draft
  8. On Hold
  9. Unknown
  10. Completed
  11. Entered In Error
  12. Revoked
  13. Select "Draft" in the 'Treatment Plan Status' field.
  14. Validate "Draft" is now selected in the 'Current Status' field.
  15. Populate any desired fields.
  16. Click [Submit].
  17. Select "Client A" and access the 'Treatment Plan Copy' form.
  18. Select the plan filed in the previous steps and click [Edit].
  19. Validate all previously filed values are displayed.
  20. Close the form.
Treatment Plan - 'SYSTEM.tx_plan' SQL table
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
Scenario 1: Treatment Plan - SQL Validation
Specific Setup:
  • The 'Set Current Status To Active When Plan Is Finalized' registry setting is set to "N" for the 'Treatment Plan' form.
  • The 'Set Current Status To Completed On Plan End Date' registry setting is set to "N" for the 'Treatment Plan' form.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the current date is displayed in the 'Plan Date' field.
  3. Select the desired date in the 'Plan Date' field.
  4. Select the desired value in the 'Plan Type' field.
  5. Select "Draft" in the 'Treatment Plan Status' field.
  6. Validate "Draft" is now selected in the 'Current Status' field.
  7. Enter the desired value in the 'Strengths' field.
  8. Enter the desired value in the 'Weaknesses' field.
  9. Enter the desired value in the 'Discharge Planning' field.
  10. Click [Submit].
  11. Access Crystal Reports or other SQL Reporting Tool.
  12. Select the CWS namespace.
  13. Create a report using the 'SYSTEM.cw_client_tx_plan' SQL table.
  14. Validate a row is displayed for the treatment plan for "Client A".
  15. Validate the 'current_status_code' field contains "draft".
  16. Validate the 'current_status_value' field contains "Draft".
  17. Create a report using the 'SYSTEM.tx_plan' SQL table.
  18. Validate a row is displayed for the treatment plan for "Client A".
  19. Validate the 'care_plan_text' field contains the values entered in the 'Strengths', 'Weaknesses', and 'Discharge Planning' fields.
  20. Validate the 'current_status_code' field contains "draft".
  21. Validate the 'current_status_value' field contains "Draft".
  22. Select "Client A" and access the 'Treatment Plan' form.
  23. Select the record filed in the previous steps and click [Edit].
  24. Validate all previously filed data is displayed.
  25. Enter any new value in the 'Strengths' field.
  26. Enter any new value in the 'Weaknesses' field.
  27. Enter any new value in the 'Discharge Planning' field.
  28. Select "Final" in the 'Treatment Plan Status' field.
  29. Select "Active" in the 'Current Status' field.
  30. Click [Submit].
  31. Access Crystal Reports or other SQL Reporting Tool.
  32. Refresh the report using the 'SYSTEM.cw_client_tx_plan' SQL table.
  33. Validate the 'current_status_code' field contains "active".
  34. Validate the 'current_status_value' field contains "Active".
  35. Refresh the report using the 'SYSTEM.tx_plan' SQL table.
  36. Validate the 'care_plan_text' field contains the new values entered in the 'Strengths', 'Weaknesses', and 'Discharge Planning' fields.
  37. Validate a row is displayed for the treatment plan for "Client A".
  38. Validate the 'current_status_code' field contains "active".
  39. Validate the 'current_status_value' field contains "Active".
  40. Close the reports.
Dictionary Update - Goal 'Status' dictionary
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (CWS)
Scenario 1: Dictionary Update - Validate the goal 'Status' dictionary
Specific Setup:
  • Existing dictionary values on file for the 'CWS' - '(54014) Status' dictionary.
Steps
  1. Access the 'Dictionary Update' CWS form.
  2. Select "CWS" in the 'File' field.
  3. Select "(54014) Status" in the 'Data Element' field.
  4. Enter an existing code in the 'Dictionary Code' field.
  5. Validate the 'Dictionary Value' field populates accordingly.
  6. Validate the 'Extended Dictionary Data Element' field contains "(60152) FHIR Goal Status" and select it.
  7. Select the desired value in the 'Extended Dictionary Value (Single Dictionary)' field.
  8. Click [Apply Changes].
  9. Validate a message is displayed stating: Filed!
  10. Click [OK].
  11. Select the "Print Dictionary" section.
  12. Select "CWS" in the 'File' field.
  13. Select "Individual Data Element" in the 'Individual or All Data Elements' field.
  14. Select "(54014) Status" in the 'Data Element' field.
  15. Click [Print Dictionary].
  16. Validate the report displays the updated dictionary with the "(60152) FHIR Goal Status" extended dictionary value populated.
  17. Close the report and the form.
Topics
• Treatment Plan • Dictionary • Web Services • Registry Settings • Set System Defaults • Query/Reporting
2022 Update 126 Summary | Details
User modeled form - Form submission
Scenario 1: Problem List - Validating modeled form submission and update in the 'Problem List' form
Specific Setup:
  • A modeled form exists which has an Alias definition for Diagnosis. Note the name of the form.
  • Avatar 2022 CWS Update 69 is required for full functionality.
  • Avatar 2022 CareFabric Update 54 is required for full functionality.
  • Avatar 2022 PM Update 81or Avatar Cal-PM Update 39 is required for full functionality.
  • Registry Setting:
  • 'Avatar PM->Client Information->Diagnosis->->->Default 'Add To Problem List' to "Yes" on New Diagnosis' = 'Y'.
  • Admission:
  • A new client is admitted, or an existing client is identified. Note the client's id/name.
Steps
  1. Open the user modeled form from Setup.
  2. Complete the first form section 'Diagnosis General Data" and complete the second form section 'Diagnosis Row 1'. Please note : Do not answer "Add To Problem List" on this form section. Do not complete the last two form sections.
  3. Verify the form files successfully.
  4. Open the 'Problem List' form for the same client.
  5. Click [View/Enter Problems].
  6. Verify the report displays a row which contains the information from the modeled form.
  7. Click [Close].
  8. Click [Close Form].
  9. Open the 'Registry Setting' form.
  10. Change the registry setting 'Avatar PM->Client Information->Diagnosis->->->Default 'Add To Problem List' to "Yes" on New Diagnosis 'Default 'Add To Problem List' to 'Yes' on New Diagnosis Entry' to 'N'.
  11. Submit the form.
  12. Open the user modeled form from Setup.
  13. Complete the first form section 'Diagnosis General Data" and complete the second form section 'Diagnosis Row 1'. Please note : Do not answer "Add To Problem List" on this form section. Do not complete the last two form sections.
  14. Verify the form files successfully.
  15. Open the 'Problem List' form for the same client.
  16. Click [View/Enter Problems].
  17. Verify the report does not display a row which contains the information from the modeled form.
  18. Click [Close].
  19. Click [Close Form].
  20. Open the user modeled form from Setup.
  21. Complete all the sections of the form.
  22. Click [Submit].
  23. Verify the form files successfully.
Topics
• Modeling • Problem List
2022 Update 128 Summary | Details
Launch OrderConnect
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Launch OrderConnect
  • Current Medication Profile
Scenario 1: Creating an order in OrderConnect via Single Sign On in 'Launch OrderConnect'.
Steps

Internal testing only
Topics
• OrderConnect • NX
2022 Update 129 Summary | Details
Site Specific Section Modeling - Product Custom Logic
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Diagnosis
  • Financial Eligibility
  • Practitioner Numbers By Guarantor And Program
  • Dictionary Update (CWS)
  • Practitioner Enrollment
  • Program Maintenance
  • Create Interim Billing Batch File
  • Print Bill
  • Electronic Billing
Scenario 1: Registry Setting - Define Alternate Values for 837P-2300-NTE-02 (HCFA-1500 Form Locator 19) = Y
Specific Setup:
  • Registry Setting:
  • Avatar PM->System Maintenance->System Definition->Practitioner Numbers->->Enable New Practitioner Numbers By Guarantor and Program Form = ‘Y’.
  • Avatar PM->System Maintenance->System Definition->Practitioner Numbers->->Specify Additional Fields To Show = ‘2’, at a minimum.
  • Avatar PM->Billing->Electronic Billing->All 837 Submissions->->Include Notes From Charge Input = 'N'.
  • Avatar PM->Billing->Electronic Billing->837 Professional->->Define Alternate Values for 837P-2300-NTE-02 (HCFA-1500 Form Locator 19) = ‘Y’.
  • Client A: Identify an active client that can be billed using 837 Professional or HCFA-1500 billing.
  • Note the client’s program.
  • Validate that there is an active Diagnosis record.
  • Validate that there is an active Financial Eligibility record, noting the guarantor(s). Note the Financial Class(es).
  • Guarantor/Program Billing Defaults
  • Edit the desired template that contains the client's program and guarantor(s).
  • Paper CMS 1500: Place a checkmark in the 'Participating Provider Information for AHCCCS Billing' checkbox of the 'Form Locator 19 Alternate Value' field.
  • 837 Professional: Place a checkmark in the 'Participating Provider Information for AHCCCS Billing' checkbox of the 'Claim Note Text (837P-2300-NTE-02) Alternate Value' field.
  • Practitioner Enrollment: Identify a minimum of two practitioners that are used for billing services.
  • Practitioner Numbers By Guarantor and Program: Add unique values, for each practitioner, to the following fields, noting the values.
  • 'HCFA-1500 Form Locator 19'.
  • 'Claim Note Reference Code (837P-2300-NTE-01)'.
  • 'Claim Note Text (837P-2300-NTE-01)'.
  • CWS Dictionary Update: Other CWS Tabled Files – Select a ‘SS Note Single Response Dictionary’. In this example this dictionary was selected: (7271.3) SS Note Single Response Dictionary 100. Add ‘Dictionary Codes and Values. The codes represent the School ID and the values represent the School Name.
  • CWS Dictionary Update: CWS – Select the same ‘SS Note Single Response Dictionary’. In this example this dictionary was selected: (7271.3) SS Note Single Response Dictionary 100. Add ‘Dictionary Codes and Values. The codes represent the School ID and the values represent the School Name.
  • Site Specific Section Modeling (CWS).
  • Select a 'Progress Note' form to add a modeled field to, such as Progress Notes (Group and Individual).
  • Add a new row that will use the ‘SS Note Single Response Dictionary’ selected above.
  • Select desired value in 'Initially Required'.
  • Select desired value in 'Exclude from Data Collection Instrument'.
  • Select 'Use as 'File as Claim Note Text' in 837P-2300-NTE-02/HCFA-1500 FL 19 - Single Response Dictionary
  • Submit the form.
  • Client Charge Input: Create a charge for the client and one of the practitioners. Note the date.
  • Progress Notes: Using the modeled form, create a charge for the client and the other practitioner. Note the date.
  • Create Interim Billing Batch File is used to create a batch for the two services.
  • Close Charges is used to close the charges.
Steps
  1. Open ‘Print Bill’.
  2. Enter the last date of service in ‘Print Charges Thru’.
  3. Select ‘No’ in ‘Create Claims Y/N’.
  4. Select ‘HCFA-1500-NPI Version (Sort By Practitioner) in ‘Print On What Form’.
  5. Select ‘Yes’ in ‘Print For Interim Batch’.
  6. Select desired ‘Interim Batch Number’.
  7. Click [Process].
  8. Validate that ‘Form Locator 19’ field contains the value added to ‘Practitioner Numbers By Guarantor and Program’ during setup for the service practitioner.
  9. Go to the next page of the bill and validate that ‘Form Locator 19’ field contains the value added to ‘ Practitioner Numbers By Guarantor and Program’ during setup for the service practitioner.
  10. Close the report.
  11. Close the form.
  12. Open ‘Electronic Billing’.
  13. Select ‘837-Professional’ in ‘Billing Form’.
  14. Select the desired ‘Financial Class’ in ‘Type Of Bill’.
  15. Select ‘Individual’ in ‘Individual Or All Guarantors’.
  16. Select the desired ‘Guarantor’.
  17. Select desired value in ‘Billing Type’.
  18. Select ‘Sort File’ in ‘Billing Options’.
  19. Enter desired ‘File Description’.
  20. Select ‘Interim Batch’ in ‘All Clients Or Interim Billing Batch’.
  21. Select ‘desired ‘Interim Billing Batch Number’.
  22. Select ‘No’ in ‘Create Claims’.
  23. Enter the ‘First Date Of Service To Include’.
  24. Enter the ‘Last Date Of Service To Include’.
  25. Select ‘All’ in ‘Include Primary and/or Secondary Billing’.
  26. Click [Process].
  27. Click [OK] on ‘Compile Complete’ message.
  28. Select ‘Dump File’ in ‘Billing Options’.
  29. Select ‘Print’ in ‘Select ‘Dump File’ in ‘Billing Options’.
  30. Select the ‘File’, which contains the ‘File Description’ added above.
  31. Click [Process].
  32. Validate that the claim loop does contains an NTE segment, that displays the data added to 'Practitioner Numbers by Guarantor and Program' during Setup, for fields 'Claim Note Reference Code (837P-2300-NTE-01' and 'Claim Note Text (837P-2300-NTE-01)'. The NTE segment will also contain the data from the Site Specific Section Modeling field for the service created by the progress note. The field will dispaly as 'OBxx', where 'OB' is the prefix and 'xx' is the dictionary code
  33. Close the report.
  34. Close the form.
Scenario 2: Registry Setting - Define Alternate Values for 837P-2300-NTE-02 (HCFA-1500 Form Locator 19) = N
Specific Setup:
  • Registry Setting:
  • Avatar PM->System Maintenance->System Definition->Practitioner Numbers->->Enable New Practitioner Numbers By Guarantor and Program Form = ‘Y’.
  • Avatar PM->System Maintenance->System Definition->Practitioner Numbers->->Specify Additional Fields To Show = ‘2’, at a minimum.
  • Avatar PM->Billing->Electronic Billing->All 837 Submissions->->Include Notes From Charge Input = 'N'.
  • Avatar PM->Billing->Electronic Billing->837 Professional->->Define Alternate Values for 837P-2300-NTE-02 (HCFA-1500 Form Locator 19) = ‘N’.
  • Client A: Identify an active client that can be billed using 837 Professional or HCFA-1500 billing.
  • Note the client’s program.
  • Validate that there is an active Diagnosis record.
  • Validate that there is an active Financial Eligibility record, noting the guarantor(s). Note the Financial Class(es).
  • Practitioner Enrollment: Identify a minimum of two practitioners that are used for billing services.
  • Practitioner Numbers By Guarantor and Program: The field 'HCFA-1500 Form Locator 19' has been added to the form. For the practitioners selected above, select the clients’ program and guarantors, and edit the existing record to add unique values to the 'HCFA-1500 Form Locator 19' field.
  • CWS Dictionary Update: Other CWS Tabled Files – Select a ‘SS Note Single Response Dictionary’. In this example this dictionary was selected: (7271.3) SS Note Single Response Dictionary 100. Add ‘Dictionary Codes and Values. The codes represent the School ID and the values represent the School Name.
  • CWS Dictionary Update: CWS – Select the same ‘SS Note Single Response Dictionary’. In this example this dictionary was selected: (7271.3) SS Note Single Response Dictionary 100. Add ‘Dictionary Codes and Values. The codes represent the School ID and the values represent the School Name.
  • Site Specific Section Modeling (CWS).
  • Select a 'Progress Note' form to add a modeled field to, such as Progress Notes (Group and Individual).
  • Add a new row that will use the ‘SS Note Single Response Dictionary’ selected above.
  • Select desired value in 'Initially Required'.
  • Select desired value in 'Exclude from Data Collection Instrument'.
  • Select 'Use as 'File as Claim Note Text' in 837P-2300-NTE-02/HCFA-1500 FL 19 - Single Response Dictionary
  • Submit the form.
  • Client Charge Input: Create a charge for the client and one of the practitioners. Note the date.
  • Progress Notes: Using the modeled form, create a charge for the client and the other practitioner. Note the date.
  • Create Interim Billing Batch File is used to create a batch for the two services.
  • Close Charges is used to close the charges.
Steps
  1. Open ‘Print Bill’.
  2. Enter the last date of service in ‘Print Charges Thru’.
  3. Select ‘No’ in ‘Create Claims Y/N’.
  4. Select ‘HCFA-1500-NPI Version (Sort By Practitioner) in ‘Print On What Form’.
  5. Select ‘Yes’ in ‘Print For Interim Batch’.
  6. Select desired ‘Interim Batch Number’.
  7. Click [Process].
  8. Validate that ‘Form Locator 19’ field contains the value added to ‘ Practitioner Numbers By Guarantor and Program’ during setup for the service practitioner.
  9. Go to the next page of the bill and validate that ‘Form Locator 19’ field contains the value added to ‘ Practitioner Numbers By Guarantor and Program’ during setup for the service practitioner.
  10. Close the report.
  11. Close the form.
  12. Open ‘Electronic Billing’.
  13. Select ‘837-Professional’ in ‘Billing Form’.
  14. Select the desired ‘Financial Class’ in ‘Type Of Bill’.
  15. Select ‘Individual’ in ‘Individual Or All Guarantors’.
  16. Select the desired ‘Guarantor’.
  17. Select desired value in ‘Billing Type’.
  18. Select ‘Sort File’ in ‘Billing Options’.
  19. Enter desired ‘File Description’.
  20. Select ‘Interim Batch’ in ‘All Clients Or Interim Billing Batch’.
  21. Select ‘desired ‘Interim Billing Batch Number’.
  22. Select ‘No’ in ‘Create Claims’.
  23. Enter the ‘First Date Of Service To Include’.
  24. Enter the ‘Last Date Of Service To Include’.
  25. Select ‘All’ in ‘Include Primary and/or Secondary Billing’.
  26. Click [Process].
  27. Click [OK] on ‘Compile Complete’ message.
  28. Select ‘Dump File’ in ‘Billing Options’.
  29. Select ‘Print’ in ‘Select ‘Dump File’ in ‘Billing Options’.
  30. Select the ‘File’, which contains the ‘File Description’ added above.
  31. Click [Process].
  32. Validate that the claim loop does not contain an NTE segment.
  33. Close the report.
  34. Close the form.
Topics
• Print Bill • Progress Notes • 837 Professional • NX
2022 Update 130 Summary | Details
The 'Clinical Notes Mapping' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Notes Mapping
Scenario 1: Clinical Notes Mapping - Form Validations
Steps
  1. Access the 'Clinical Notes Mapping' form.
  2. Validate the 'Type of CCDA Document' field is displayed and contains the following values:
  3. Clinical Summary
  4. Progress Note
  5. Consultation Note
  6. History and Physical Note
  7. Discharge Summary
  8. Select the desired value in the 'Type of CCDA Document' field.
  9. Validate the 'Care Record Form To Map' field is displayed and contains the forms selected in the 'Flag Assessment Forms' form.
  10. Select the desired value in the 'Care Record Form To Map' field. For example, "Ambulatory Progress Notes".
  11. Validate the 'Note Type to Map' field is displayed. This field becomes enabled/required only when a progress note form is selected in the 'Care Record Form to Map' field.
  12. Select the desired value in the 'Note Type to Map' field.
  13. Validate the 'CCDA Document Title' field is displayed and contains the value selected in the 'Type of CCDA Document' field.
  14. Click on the help message for the 'Standard Sections To Include to CCD' field.
  15. Validate the help message contains the following:
  16. Allergies and Intolerances - Current active allergies at time of note creation.
  17. Discharge Diagnosis - Primary discharge diagnosis at time of note creation.
  18. Immunizations - Immunization history at time of note creation.
  19. Lab Results - Any lab results with a 'Received Date' that is equal to 'Note Date'.
  20. Medical Equipment - Any implantable devices at time of note creation.
  21. Medications - Current Home Medications at time of note creation.
  22. Problems - Any current and resolved problems at time of note creation.
  23. Procedures - Procedures completed day of visit.
  24. Social History - Social history completed day of visit.
  25. Vital Signs - Any vitals captured day of note creation.
  26. Close the help message.
  27. Validate the 'Standard Sections To Include to CCD' field is displayed and contains the following values:
  28. Allergies and Intolerances
  29. Medical Equipment
  30. Social History
  31. Discharge Diagnosis
  32. Medications
  33. Vital Signs
  34. Immunizations
  35. Problems
  36. Results
  37. Procedures
  38. Select the desired value(s) in the 'Standard Sections To Include to CCD' field.
  39. Validate the 'This note is a MedNote Progress Note' field is displayed and contains the following values:
  40. Psychiatry
  41. Primary Care
  42. Select the desired value in the 'This note is a MedNote Progress Note' field.
  43. Validate the 'Enabled' field is displayed and contains the following values:
  44. Yes
  45. No
  46. Select the desired value in the 'Enabled' field.
  47. Validate the [Copy Mapping] button is displayed. This allows the user to copy mappings from one record to another, if desired.
  48. Click [Copy Mapping].
  49. Validate a 'Copy Mapping' dialog is displayed and contains any existing mappings & a default mapping for MedNote.
  50. Click [Cancel].
  51. Validate the 'Field Settings' grid is displayed and contains the following columns:
  52. CCDA Field Name - the value selected here will determine what section will be populated in the 'ClinicalNoteFinalized' SDK event payload.
  53. Care Record Form/Assessment - this field includes the following:
  54. Forms selected in 'Flag Assessment Forms'
  55. The 'Health and Review of Systems' form
  56. Any defined assessment engine assessment tables
  57. The following SQL tables: 'SYSTEM.care_fabric_visit_follow_up', 'SYSTEM.care_fabric_visits', 'care_fabric_visit_referrals'
  58. Care Record Field Name - this field will include the field/column names according to the value selected in the 'Care Record Form/Assessment' field.
  59. Include Label with Text - when selected, the selected field label will be added in front of the value in the 'ClinicalNoteFinalized' SDK event payload.
  60. Click [New Row] in the 'Field Settings' grid.
  61. Add any desired mappings.
  62. Validate the 'Remove Mapping' button is displayed.
  63. Validate the 'Display Mappings for 'Type of CCDA Document' field is displayed.
  64. Click [Submit] and [Yes] to return to form.
  65. Access Crystal Reports or other SQL Reporting Tool.
  66. Create a report using the SYSTEM.cw_clinical_notes_mapping' SQL table.
  67. Validate rows are displayed for the mappings filed in the previous steps.
  68. Navigate back to the 'Clinical Notes Mapping' form.
  69. Select the value filed in the previous steps in the 'Type of CCDA Document' field.
  70. Select the value filed in the previous steps in the 'CareRecord Form to Map' field.
  71. Select the value filed in the previous steps in the 'Note Type to Map' field.
  72. Validate all other filed data now populates accordingly.
  73. Click [Display Mappings for 'Type of CCDA Document'].
  74. Validate a report is displayed with the filed mapping.
  75. Close the report.
  76. Click [Remove Mapping].
  77. Validate a message is displayed stating: This will remove the mapping for the selected 'Type of CCDA Document' and 'CareRecord Form to Map'. Continue?
  78. Click [Yes].
  79. Validate a message is displayed stating: Removed.
  80. Click [OK] and validate the previously filed data is no longer displayed.
  81. Close the form.
  82. Access Crystal Reports or other SQL Reporting Tool.
  83. Refresh the report using the 'SYSTEM.cw_clinical_notes_mapping' SQL table.
  84. Validate the row(s) removed in the previous steps are no longer displayed.
  85. Close the report.
Scenario 2: Clinical Notes Mapping - Mapping Maintenance
Steps
  1. Access the 'Clinical Notes Mapping' form.
  2. Select "History and Physical Note" in the 'Type of CCDA Document' field.
  3. Select "[Avatar CWS] Activities of Daily Living Assessment (CWS29000)" in the 'Care Record Form To Map' field.
  4. Select "Allergies and Intolerances" and "Social History" in the 'Standard Sections To Include To CCD' field.
  5. Select "Yes" in the 'Enabled' field.
  6. Click [New Row] in the 'Field Settings' grid.
  7. Select "Chief Complaint" in the 'CCDA Field Name' field.
  8. Select "[Avatar CWS] Activities of Daily Living Assessment (CWS29000)" in the 'Care Record Form/Assessment' field.
  9. Select "Bathing" in the 'Care Record Field Name' field.
  10. Click [Submit] and [Yes] to return to form.
  11. Select the "Mapping Maintenance" section.
  12. Click [Export Mapping].
  13. Select the mapping added in the previous steps and click [OK].
  14. Navigate to the desired export location and click [Save].
  15. Open the exported file and validate it displays as expected.
  16. Select the "Clinical Notes Mapping" section.
  17. Select "History and Physical Note" in the 'Type of CCDA Document' field.
  18. Select "[Avatar CWS] Activities of Daily Living Assessment (CWS29000)" in the 'Care Record Form To Map' field.
  19. Validate all previously filed data is displayed.
  20. Click [Remove Mapping].
  21. Validate a message is displayed stating: This will remove the mapping for the selected 'Type of CCDA Document' and 'Care Record Form to Map'. Continue?
  22. Click [Yes].
  23. Validate a message is displayed stating: Removed.
  24. Click [OK].
  25. Select the "Mapping Maintenance" section.
  26. Click [Import Mapping].
  27. Navigate to the location of the exported mapping and select it.
  28. Validate a message is displayed stating: Imported Successfully.
  29. Click [OK].
  30. Select the "Clinical Notes Mapping" section.
  31. Select "History and Physical Note" in the 'Type of CCDA Document' field.
  32. Select "[Avatar CWS] Activities of Daily Living Assessment (CWS29000)" in the 'Care Record Form To Map' field.
  33. Validate "Allergies and Intolerances" and "Social History" are selected in the 'Standard Sections To Include To CCD' field.
  34. Validate "Yes" is selected in the 'Enabled' field.
  35. Validate "Chief Complaint" is selected in the 'CCDA Field Name' field.
  36. Validate "[Avatar CWS] Activities of Daily Living Assessment (CWS29000)" is selected in the 'Care Record Form/Assessment' field.
  37. Validate "Bathing" is selected in the 'Care Record Field Name' field.
  38. Close the form.
Progress Notes - 'Are you releasing to myHealthPointe or External providers' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Health and Review of Systems
  • Clinical Notes Mapping
  • CareFabric Monitor
  • Dictionary Update (CWS)
  • Practitioner Enrollment
Scenario 1: File a new progress note using the 'WEBSVC.ProgressNotes.Client.Request' web service
Specific Setup:
  • The 'Progress Notes (Group and Individual)' form is flagged in the 'Flag Assessment Forms' form.
  • A mapping is defined in 'Clinical Notes Mapping' for the 'Progress Notes (Group and Individual)' form and a note type (Note Type A).
  • A client must be enrolled in an existing episode (Client A).
  • Must have the 'Progress Notes' widget accessible from the HomeView.
Steps
  1. Access SOAPUI for the 'ProgressNotes.Client.Request' - 'AddProgressNotes' web service.
  2. Enter the system code that will be used to log on in the 'SystemCode' field.
  3. Enter the username that will be used to log on in the 'UserName' field.
  4. Enter the password for the user logging on in the 'Password' field.
  5. Enter the desired practitioner ID in the 'Practitioner' field.
  6. Enter the desired in the 'NotesField' field.
  7. Enter "Note Type A" in the 'NoteType' field.
  8. Enter the desired value in the 'Location' field.
  9. Enter "F" in the 'DraftFinal' field.
  10. Enter "N" in the 'ProgressNoteFor' field.
  11. Enter the desired value in the 'ServiceChargeCode' field.
  12. Enter the desired value in the 'ServiceProgram' field.
  13. Enter the desired date in the 'DateOfService' field.
  14. Enter the desired value in the 'ReleaseType' field. This field files to the 'Are you releasing to myHealthPointe or External providers?' field. The accepted values are one of the following, which can be found in 'Dictionary Update (CWS)' form under the "CWS" file, "(51403) Are you releasing to myHealthPointe or External Providers?" data element:
  15. "01" = myHealthPointe
  16. "02" = External
  17. "03" = Both
  18. "04" = None
  19. Enter "Client A's" PATID in the 'ClientID' field.
  20. Enter the desired episode in the 'EpisodeNumber' field.
  21. Enter "CWSPN22000" in the 'Option' field.
  22. Click [Run].
  23. Validate the 'Confirmation' field contains a Unique ID (ex. Unique ID: NOT65244.001).
  24. Validate the 'Message' field contains: Progress Notes web service has been filed successfully.
  25. Select "Client A" and navigate to the 'Progress Notes' widget.
  26. Validate the 'Progress Notes' widget contains the progress note filed via web service in the previous steps.
  27. Validate all previously filed data is displayed.
  28. Validate the 'Are you releasing to myHealthPointe or External providers?' field contains the previously filed value.
Scenario 2: 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. Select "None" in the 'Are you releasing to myHealthPointe or External providers?' field.
  27. Select "Final" in the 'Draft/Final' field.
  28. Click [Submit] and close the form.
  29. Access the 'CareFabric Monitor' form.
  30. Enter the current date in the 'From Date' and 'Through Date' fields.
  31. Select "Client A" in the 'Client ID' field.
  32. Select "ClinicalNoteFinalized" in the 'Event/Action Search' field.
  33. Click [View Activity Log].
  34. Validate a 'ClinicalNoteFinalized' record is displayed.
  35. Click [Click To View Record].
  36. Validate the 'documentDescription' field contains "Clinical Summary".
  37. Validate the 'documentID' - 'id' field contains a unique identifier.
  38. Validate the 'documentTitle' field contains "Clinical Summary".
  39. Validate the 'healthConcerns' field contains the 'Family History' filed in the 'Health and Review of Systems' form.
  40. Validate the 'includedSectionCodes' - 'code' field contains "Allergies and Intolerances".
  41. Validate the 'includedSectionCodes' - 'displayName' field contains "Allergies and Intolerances".
  42. Validate the 'isReleaseExternal' field contains "false".
  43. Validate the 'isReleaseToPatient' field contains "false".
  44. 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. Select "External" in the 'Are you releasing to myHealthPointe or External providers?' field.
  32. Select "Final" in the 'Draft/Final' field.
  33. Click [File Note].
  34. Validate a message is displayed stating: Note Filed.
  35. Click [OK] and close the form.
  36. Access the 'CareFabric Monitor' form.
  37. Enter the current date in the 'From Date' and 'Through Date' fields.
  38. Select "Client A" in the 'Client ID' field.
  39. Select "ClinicalNoteFinalized" in the 'Event/Action Search' field.
  40. Click [View Activity Log].
  41. Validate a 'ClinicalNoteFinalized' record is displayed.
  42. Click [Click To View Record].
  43. Validate the 'documentDescription' field contains "Progress Note".
  44. Validate the 'documentID' - 'id' field contains a unique identifier.
  45. Validate the 'documentTitle' field contains "Progress Note".
  46. Validate the 'historyOfPresentIllness' field contains the 'Past History' filed in the 'Health and Review of Systems' form.
  47. Validate the 'includedSectionCodes' - 'code' field contains "Social History".
  48. Validate the 'includedSectionCodes' - 'displayName' field contains "Social History".
  49. Validate the 'isReleaseExternal' field contains "true".
  50. Validate the 'isReleaseToPatient' field contains "false".
  51. Close the report and the form.
Scenario 4: 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. Select "Both" in the 'Are you releasing to myHealthPointe or External providers?' field.
  27. Select "Final" in the 'Draft/Final' field.
  28. Click [Submit] and close the form.
  29. Access the 'CareFabric Monitor' form.
  30. Enter the current date in the 'From Date' and 'Through Date' fields.
  31. Select "Client A" in the 'Client ID' field.
  32. Select "ClinicalNoteFinalized" in the 'Event/Action Search' field.
  33. Click [View Activity Log].
  34. Validate a 'ClinicalNoteFinalized' record is displayed.
  35. Click [Click To View Record].
  36. Validate the 'chiefComplaint' field contains the 'Chief Complaint' filed in the 'Health and Review of Systems' form.
  37. Validate the 'documentDescription' field contains "Clinical Summary".
  38. Validate the 'documentID' - 'id' field contains a unique identifier.
  39. Validate the 'documentTitle' field contains "Clinical Summary".
  40. Validate the 'includedSectionCodes' - 'code' field contains "Allergies and Intolerances".
  41. Validate the 'includedSectionCodes' - 'displayName' field contains "Allergies and Intolerances".
  42. Validate the 'isReleaseExternal' field contains "true".
  43. Validate the 'isReleaseToPatient' field contains "true".
  44. Close the report and the form.
Scenario 5: Validate the 'Default 'Are you releasing to myHealthPointe or External Providers'' registry setting
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • A note type (Note Type A) mapping is defined in the 'Clinical Notes Mapping' form for the 'Progress Notes (Group and Individual)' form.
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Default 'Are you releasing to myHealthPointe or External providers?'" in the 'Select Registry Setting' field.
  3. Click [View Registry Settings].
  4. Validate the 'Default 'Are you releasing to myHealthPointe or External providers?'' registry setting is displayed for all progress note forms.
  5. Select the registry setting for the 'Progress Notes (Group and Individual)' form and click [OK].
  6. Validate the 'Registry Setting' field contains: Avatar CWS->Progress Notes->Progress Notes (Group and Individual)->->->Default 'Are you releasing to myHealthPointe or External providers?'
  7. Validate the 'Registry Setting Details' field contains: This registry setting gives an end-user the ability to specify the code that will be defaulted to the 'Are you releasing to myHealthPointe or External providers?' field. Entering a blank value disables this functionality.
  8. Validate the 'Registry Setting Value' field is blank. The accepted values are one of the following, which can be found in 'Dictionary Update (CWS)' form under the "CWS" file, "(51403) Are you releasing to myHealthPointe or External Providers?" data element:
  9. "01" = myHealthPointe
  10. "02" = External
  11. "03" = Both
  12. "04" = None
  13. Enter "01" in the 'Registry Setting Value' field.
  14. Click [Submit] and close the form.
  15. Access the 'Progress Notes (Group and Individual)' form.
  16. Select "Client A" in the 'Select Client' field.
  17. Select "Independent Note" in the 'Progress Note For' field.
  18. Select "Note Type A" in the 'Note Type' field.
  19. Enter the desired value in the 'Notes Field' field.
  20. Validate the 'Are you releasing to myHealthPointe or External providers?' field is displayed and required.
  21. Validate "myHealthPointe" is the default value in the 'Are you releasing to myHealthPointe or External providers?' field.
  22. Validate the ability to update the value in the 'Are you releasing to myHealthPointe or External providers?' field.
  23. File the note.
  24. Access the 'Registry Settings' form.
  25. Enter "Default 'Are you releasing to myHealthPointe or External providers?'" in the 'Select Registry Setting' field.
  26. Click [View Registry Settings].
  27. Select the registry setting for the 'Progress Notes (Group and Individual)' form and click [OK].
  28. Remove the value in the 'Registry Setting Value' field.
  29. Click [Submit] and close the form.
  30. Access the 'Progress Notes (Group and Individual)' form.
  31. Select "Client A" in the 'Select Client' field.
  32. Select "Independent Note" in the 'Progress Note For' field.
  33. Select "Note Type A" in the 'Note Type' field.
  34. Enter the desired value in the 'Notes Field' field.
  35. Validate the 'Are you releasing to myHealthPointe or External providers?' field is displayed and required.
  36. Validate no value is selected in the 'Are you releasing to myHealthPointe or External providers?' field.
  37. Close the form.
Scenario 6: Clinical Notes Mapping - Validate the 'Limit Note Types By Practitioner Category' registry setting
Specific Setup:
  • The 'Limit Note Types By Practitioner Category' registry setting is set to "Y" for the 'Ambulatory Progress Notes' form.
  • A practitioner is defined with "Medical Doctor" as their 'Practitioner Category' (Practitioner A).
  • A practitioner is defined with "Registered Nurse" as their 'Practitioner Category' (Practitioner B).
  • A note type is defined that has "Medical Doctor" as the 'Practitioner Category' (Note Type A).
  • A note type is defined that has "Registered Nurse" as the 'Practitioner Category' (Note Type B).
  • A mapping for "Note Type B" is defined in 'Clinical Notes Mapping' for the 'Ambulatory Progress Notes' form.
Steps
  1. Select "Client A" and access the 'Ambulatory Progress Notes' form.
  2. Select "New Service" in the 'Progress Note For' field.
  3. Enter the current date in the 'Date Of Service' field.
  4. Enter the desired service code in the 'Service Charge Code' field.
  5. Select "Practitioner A" in the 'Practitioner' field.
  6. Validate only "Note Type A" is displayed in the 'Note Type' field.
  7. Select "Note Type A" in the 'Note Type' field.
  8. Validate the 'Are you releasing to myHealthPointe or External providers?' field is not displayed.
  9. Select "Practitioner B" in the 'Practitioner' field.
  10. Validate only "Note Type B" is displayed in the 'Note Type' field.
  11. Select "Note Type B" in the 'Note Type' field.
  12. Validate the 'Are you releasing to myHealthPointe or External providers?' field is displayed and required.
  13. Select the desired value in the 'Are you releasing to myHealthPointe or External providers?' field.
  14. Select "Final" in the 'Draft/Final' field.
  15. File the note.
Results Entry - 'Received Date' and 'Received Time' fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Results Entry
  • Review Results
  • CareFabric Monitor
Scenario 1: 'Results Entry' - Add/Edit Results
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Results Entry' form.
  2. Select "Add" in the 'Add/Edit/Delete Result' field.
  3. Populate all required and desired fields.
  4. Enter "01/01/2023" in the 'Received Date' field.
  5. Enter "09:00 AM" in the 'Received Time' field.
  6. Click [File Header Info].
  7. Validate a message is displayed stating: Header information filed.
  8. Click [OK].
  9. Select "Edit" in the 'Add/Edit/Delete Result' field.
  10. Click [Select Result].
  11. Select the result filed in the previous steps from the 'Select Result' dialog and click [OK].
  12. Validate all previously filed data is displayed.
  13. Validate the 'Received Date' field contains "01/01/2023".
  14. Validate the 'Received Time' field contains "09:00 AM".
  15. Update any desired fields.
  16. Click [File Header Info].
  17. Validate a message is displayed stating: Header information filed.
  18. Click [OK] and [Exit Option].
Topics
• Clinical Notes Mapping • Progress Notes • Web Services • Health And Review Of Systems • Registry Settings • Results Entry
2022 Update 130.1 Summary | Details
'Progress Notes (Group and Individual)' forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Individual Progress Note
Scenario 1: 'Progress Notes (Group and Individual)' - New Service note
Specific Setup:
  • A client must be defined (Client A).
  • The 'Progress Notes' widget must be accessible on the HomeView.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select "New Service" in the 'Progress Note For' field.
  4. Select any value in the 'Note Type' field.
  5. Enter any value in the 'Notes Field' field.
  6. Enter the current date in the 'Date Of Service' field.
  7. Enter any service code in the 'Service Charge Code' field.
  8. Enter any value in the 'Service Duration' field.
  9. Select "Final" in the 'Draft/Final' field.
  10. Click [File Note].
  11. Validate a message is displayed stating: Note Filed.
  12. Click [OK] and close the form.
  13. Select "Client A" and navigate to the 'Progress Notes' widget.
  14. Validate the note filed in the previous steps is displayed.
Scenario 2: Progress Notes (Group and Individual) Copy - Existing Service
Specific Setup:
  • A copy of the 'Progress Notes (Group and Individual)' form is defined (Progress Notes (Group and Individual) Copy).
  • A client is enrolled in an existing episode and has an existing service on file (Client A).
  • The 'Progress Notes' widget must be accessible on the HomeView.
Steps
  1. Access the 'Progress Notes (Group and Individual) Copy' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select "Existing Service" in the 'Progress Note For' field.
  4. Select the existing service for "Client A" in the 'Note Addresses Which Existing Service/Appointment' field.
  5. Select any value in the 'Note Type' field.
  6. Enter any value in the 'Notes Field' field.
  7. Select "Final" in the 'Draft/Final' field.
  8. Click [File Note].
  9. Validate a message is displayed stating: Note Filed.
  10. Click [OK] and close the form.
  11. Select "Client A" and navigate to the 'Progress Notes' widget.
  12. Validate the note filed in the previous steps is displayed.
The 'Clinical Notes Mapping' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Notes Mapping
  • Health and Review of Systems
  • CareFabric Monitor
  • Ambulatory Progress Notes (Diagnosis Entry)
  • Inpatient Progress Notes (Diagnosis Entry)
Scenario 1: Clinical Notes Mapping - Form Validations
Steps
  1. Access the 'Clinical Notes Mapping' form.
  2. Validate the 'Type of CCDA Document' field is displayed and contains the following values:
  3. Clinical Summary
  4. Progress Note
  5. Consultation Note
  6. History and Physical Note
  7. Discharge Summary
  8. Select the desired value in the 'Type of CCDA Document' field.
  9. Validate the 'Care Record Form To Map' field is displayed and contains the forms selected in the 'Flag Assessment Forms' form.
  10. Select the desired value in the 'Care Record Form To Map' field. For example, "Ambulatory Progress Notes".
  11. Validate the 'Note Type to Map' field is displayed. This field becomes enabled/required only when a progress note form is selected in the 'Care Record Form to Map' field.
  12. Select the desired value in the 'Note Type to Map' field.
  13. Validate the 'CCDA Document Title' field is displayed and contains the value selected in the 'Type of CCDA Document' field.
  14. Click on the help message for the 'Standard Sections To Include to CCD' field.
  15. Validate the help message contains the following:
  16. Allergies and Intolerances - Current active allergies at time of note creation.
  17. Discharge Diagnosis - Primary discharge diagnosis at time of note creation.
  18. Immunizations - Immunization history at time of note creation.
  19. Lab Results - Any lab results with a 'Received Date' that is equal to 'Note Date'.
  20. Medical Equipment - Any implantable devices at time of note creation.
  21. Medications - Current Home Medications at time of note creation.
  22. Problems - Any current and resolved problems at time of note creation.
  23. Procedures - Procedures completed day of visit.
  24. Social History - Social history completed day of visit.
  25. Vital Signs - Any vitals captured day of note creation.
  26. Close the help message.
  27. Validate the 'Standard Sections To Include to CCD' field is displayed and contains the following values:
  28. Allergies and Intolerances
  29. Medical Equipment
  30. Social History
  31. Discharge Diagnosis
  32. Medications
  33. Vital Signs
  34. Immunizations
  35. Problems
  36. Results
  37. Procedures
  38. Select the desired value(s) in the 'Standard Sections To Include to CCD' field.
  39. Validate the 'This note is a MedNote Progress Note' field is displayed and contains the following values:
  40. Psychiatry
  41. Primary Care
  42. Select the desired value in the 'This note is a MedNote Progress Note' field.
  43. Validate the 'Enabled' field is displayed and contains the following values:
  44. Yes
  45. No
  46. Select the desired value in the 'Enabled' field.
  47. Validate the [Copy Mapping] button is displayed. This allows the user to copy mappings from one record to another, if desired.
  48. Click [Copy Mapping].
  49. Validate a 'Copy Mapping' dialog is displayed and contains any existing mappings & a default mapping for MedNote.
  50. Click [Cancel].
  51. Validate the 'Field Settings' grid is displayed and contains the following columns:
  52. CCDA Field Name - the value selected here will determine what section will be populated in the 'ClinicalNoteFinalized' SDK event payload.
  53. Care Record Form/Assessment - this field includes the following:
  54. Forms selected in 'Flag Assessment Forms'
  55. The 'Health and Review of Systems' form
  56. Any defined assessment engine assessment tables
  57. The following SQL tables: 'SYSTEM.care_fabric_visit_follow_up', 'SYSTEM.care_fabric_visits', 'care_fabric_visit_referrals'
  58. Care Record Field Name - this field will include the field/column names according to the value selected in the 'Care Record Form/Assessment' field.
  59. Include Label with Text - when selected, the selected field label will be added in front of the value in the 'ClinicalNoteFinalized' SDK event payload.
  60. Click [New Row] in the 'Field Settings' grid.
  61. Add any desired mappings.
  62. Validate the 'Remove Mapping' button is displayed.
  63. Validate the 'Display Mappings for 'Type of CCDA Document' field is displayed.
  64. Click [Submit] and [Yes] to return to form.
  65. Access Crystal Reports or other SQL Reporting Tool.
  66. Create a report using the SYSTEM.cw_clinical_notes_mapping' SQL table.
  67. Validate rows are displayed for the mappings filed in the previous steps.
  68. Navigate back to the 'Clinical Notes Mapping' form.
  69. Select the value filed in the previous steps in the 'Type of CCDA Document' field.
  70. Select the value filed in the previous steps in the 'CareRecord Form to Map' field.
  71. Select the value filed in the previous steps in the 'Note Type to Map' field.
  72. Validate all other filed data now populates accordingly.
  73. Click [Display Mappings for 'Type of CCDA Document'].
  74. Validate a report is displayed with the filed mapping.
  75. Close the report.
  76. Click [Remove Mapping].
  77. Validate a message is displayed stating: This will remove the mapping for the selected 'Type of CCDA Document' and 'CareRecord Form to Map'. Continue?
  78. Click [Yes].
  79. Validate a message is displayed stating: Removed.
  80. Click [OK] and validate the previously filed data is no longer displayed.
  81. Close the form.
  82. Access Crystal Reports or other SQL Reporting Tool.
  83. Refresh the report using the 'SYSTEM.cw_clinical_notes_mapping' SQL table.
  84. Validate the row(s) removed in the previous steps are no longer displayed.
  85. Close the report.
Scenario 2: Clinical Notes Mapping - Mapping Maintenance
Steps
  1. Access the 'Clinical Notes Mapping' form.
  2. Select "History and Physical Note" in the 'Type of CCDA Document' field.
  3. Select "[Avatar CWS] Activities of Daily Living Assessment (CWS29000)" in the 'Care Record Form To Map' field.
  4. Select "Allergies and Intolerances" and "Social History" in the 'Standard Sections To Include To CCD' field.
  5. Select "Yes" in the 'Enabled' field.
  6. Click [New Row] in the 'Field Settings' grid.
  7. Select "Chief Complaint" in the 'CCDA Field Name' field.
  8. Select "[Avatar CWS] Activities of Daily Living Assessment (CWS29000)" in the 'Care Record Form/Assessment' field.
  9. Select "Bathing" in the 'Care Record Field Name' field.
  10. Click [Submit] and [Yes] to return to form.
  11. Select the "Mapping Maintenance" section.
  12. Click [Export Mapping].
  13. Select the mapping added in the previous steps and click [OK].
  14. Navigate to the desired export location and click [Save].
  15. Open the exported file and validate it displays as expected.
  16. Select the "Clinical Notes Mapping" section.
  17. Select "History and Physical Note" in the 'Type of CCDA Document' field.
  18. Select "[Avatar CWS] Activities of Daily Living Assessment (CWS29000)" in the 'Care Record Form To Map' field.
  19. Validate all previously filed data is displayed.
  20. Click [Remove Mapping].
  21. Validate a message is displayed stating: This will remove the mapping for the selected 'Type of CCDA Document' and 'Care Record Form to Map'. Continue?
  22. Click [Yes].
  23. Validate a message is displayed stating: Removed.
  24. Click [OK].
  25. Select the "Mapping Maintenance" section.
  26. Click [Import Mapping].
  27. Navigate to the location of the exported mapping and select it.
  28. Validate a message is displayed stating: Imported Successfully.
  29. Click [OK].
  30. Select the "Clinical Notes Mapping" section.
  31. Select "History and Physical Note" in the 'Type of CCDA Document' field.
  32. Select "[Avatar CWS] Activities of Daily Living Assessment (CWS29000)" in the 'Care Record Form To Map' field.
  33. Validate "Allergies and Intolerances" and "Social History" are selected in the 'Standard Sections To Include To CCD' field.
  34. Validate "Yes" is selected in the 'Enabled' field.
  35. Validate "Chief Complaint" is selected in the 'CCDA Field Name' field.
  36. Validate "[Avatar CWS] Activities of Daily Living Assessment (CWS29000)" is selected in the 'Care Record Form/Assessment' field.
  37. Validate "Bathing" is selected in the 'Care Record Field Name' field.
  38. Close the form.
Progress Notes - 'Are you releasing to myHealthPointe or External providers' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Health and Review of Systems
  • Clinical Notes Mapping
  • CareFabric Monitor
  • Practitioner Enrollment
  • Dictionary Update (CWS)
  • Ambulatory Progress Notes (Diagnosis Entry)
  • Inpatient Progress Notes (Diagnosis Entry)
Scenario 1: File a new progress note using the 'WEBSVC.ProgressNotes.Client.Request' web service
Specific Setup:
  • The 'Progress Notes (Group and Individual)' form is flagged in the 'Flag Assessment Forms' form.
  • A mapping is defined in 'Clinical Notes Mapping' for the 'Progress Notes (Group and Individual)' form and a note type (Note Type A).
  • A client must be enrolled in an existing episode (Client A).
  • Must have the 'Progress Notes' widget accessible from the HomeView.
Steps
  1. Access SOAPUI for the 'ProgressNotes.Client.Request' - 'AddProgressNotes' web service.
  2. Enter the system code that will be used to log on in the 'SystemCode' field.
  3. Enter the username that will be used to log on in the 'UserName' field.
  4. Enter the password for the user logging on in the 'Password' field.
  5. Enter the desired practitioner ID in the 'Practitioner' field.
  6. Enter the desired in the 'NotesField' field.
  7. Enter "Note Type A" in the 'NoteType' field.
  8. Enter the desired value in the 'Location' field.
  9. Enter "F" in the 'DraftFinal' field.
  10. Enter "N" in the 'ProgressNoteFor' field.
  11. Enter the desired value in the 'ServiceChargeCode' field.
  12. Enter the desired value in the 'ServiceProgram' field.
  13. Enter the desired date in the 'DateOfService' field.
  14. Enter the desired value in the 'ReleaseType' field. This field files to the 'Are you releasing to myHealthPointe or External providers?' field. The accepted values are one of the following, which can be found in 'Dictionary Update (CWS)' form under the "CWS" file, "(51403) Are you releasing to myHealthPointe or External Providers?" data element:
  15. "01" = myHealthPointe
  16. "02" = External
  17. "03" = Both
  18. "04" = None
  19. Enter "Client A's" PATID in the 'ClientID' field.
  20. Enter the desired episode in the 'EpisodeNumber' field.
  21. Enter "CWSPN22000" in the 'Option' field.
  22. Click [Run].
  23. Validate the 'Confirmation' field contains a Unique ID (ex. Unique ID: NOT65244.001).
  24. Validate the 'Message' field contains: Progress Notes web service has been filed successfully.
  25. Select "Client A" and navigate to the 'Progress Notes' widget.
  26. Validate the 'Progress Notes' widget contains the progress note filed via web service in the previous steps.
  27. Validate all previously filed data is displayed.
  28. Validate the 'Are you releasing to myHealthPointe or External providers?' field contains the previously filed value.
Scenario 2: 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. Select "None" in the 'Are you releasing to myHealthPointe or External providers?' field.
  27. Select "Final" in the 'Draft/Final' field.
  28. Click [Submit] and close the form.
  29. Access the 'CareFabric Monitor' form.
  30. Enter the current date in the 'From Date' and 'Through Date' fields.
  31. Select "Client A" in the 'Client ID' field.
  32. Select "ClinicalNoteFinalized" in the 'Event/Action Search' field.
  33. Click [View Activity Log].
  34. Validate a 'ClinicalNoteFinalized' record is displayed.
  35. Click [Click To View Record].
  36. Validate the 'documentDescription' field contains "Clinical Summary".
  37. Validate the 'documentID' - 'id' field contains a unique identifier.
  38. Validate the 'documentTitle' field contains "Clinical Summary".
  39. Validate the 'healthConcerns' field contains the 'Family History' filed in the 'Health and Review of Systems' form.
  40. Validate the 'includedSectionCodes' - 'code' field contains "Allergies and Intolerances".
  41. Validate the 'includedSectionCodes' - 'displayName' field contains "Allergies and Intolerances".
  42. Validate the 'isReleaseExternal' field contains "false".
  43. Validate the 'isReleaseToPatient' field contains "false".
  44. 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. Select "External" in the 'Are you releasing to myHealthPointe or External providers?' field.
  32. Select "Final" in the 'Draft/Final' field.
  33. Click [File Note].
  34. Validate a message is displayed stating: Note Filed.
  35. Click [OK] and close the form.
  36. Access the 'CareFabric Monitor' form.
  37. Enter the current date in the 'From Date' and 'Through Date' fields.
  38. Select "Client A" in the 'Client ID' field.
  39. Select "ClinicalNoteFinalized" in the 'Event/Action Search' field.
  40. Click [View Activity Log].
  41. Validate a 'ClinicalNoteFinalized' record is displayed.
  42. Click [Click To View Record].
  43. Validate the 'documentDescription' field contains "Progress Note".
  44. Validate the 'documentID' - 'id' field contains a unique identifier.
  45. Validate the 'documentTitle' field contains "Progress Note".
  46. Validate the 'historyOfPresentIllness' field contains the 'Past History' filed in the 'Health and Review of Systems' form.
  47. Validate the 'includedSectionCodes' - 'code' field contains "Social History".
  48. Validate the 'includedSectionCodes' - 'displayName' field contains "Social History".
  49. Validate the 'isReleaseExternal' field contains "true".
  50. Validate the 'isReleaseToPatient' field contains "false".
  51. Close the report and the form.
Scenario 4: 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. Select "Both" in the 'Are you releasing to myHealthPointe or External providers?' field.
  27. Select "Final" in the 'Draft/Final' field.
  28. Click [Submit] and close the form.
  29. Access the 'CareFabric Monitor' form.
  30. Enter the current date in the 'From Date' and 'Through Date' fields.
  31. Select "Client A" in the 'Client ID' field.
  32. Select "ClinicalNoteFinalized" in the 'Event/Action Search' field.
  33. Click [View Activity Log].
  34. Validate a 'ClinicalNoteFinalized' record is displayed.
  35. Click [Click To View Record].
  36. Validate the 'chiefComplaint' field contains the 'Chief Complaint' filed in the 'Health and Review of Systems' form.
  37. Validate the 'documentDescription' field contains "Clinical Summary".
  38. Validate the 'documentID' - 'id' field contains a unique identifier.
  39. Validate the 'documentTitle' field contains "Clinical Summary".
  40. Validate the 'includedSectionCodes' - 'code' field contains "Allergies and Intolerances".
  41. Validate the 'includedSectionCodes' - 'displayName' field contains "Allergies and Intolerances".
  42. Validate the 'isReleaseExternal' field contains "true".
  43. Validate the 'isReleaseToPatient' field contains "true".
  44. Close the report and the form.
Scenario 5: Validate the 'Default 'Are you releasing to myHealthPointe or External Providers'' registry setting
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • A note type (Note Type A) mapping is defined in the 'Clinical Notes Mapping' form for the 'Progress Notes (Group and Individual)' form.
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Default 'Are you releasing to myHealthPointe or External providers?'" in the 'Select Registry Setting' field.
  3. Click [View Registry Settings].
  4. Validate the 'Default 'Are you releasing to myHealthPointe or External providers?'' registry setting is displayed for all progress note forms.
  5. Select the registry setting for the 'Progress Notes (Group and Individual)' form and click [OK].
  6. Validate the 'Registry Setting' field contains: Avatar CWS->Progress Notes->Progress Notes (Group and Individual)->->->Default 'Are you releasing to myHealthPointe or External providers?'
  7. Validate the 'Registry Setting Details' field contains: This registry setting gives an end-user the ability to specify the code that will be defaulted to the 'Are you releasing to myHealthPointe or External providers?' field. Entering a blank value disables this functionality.
  8. Validate the 'Registry Setting Value' field is blank. The accepted values are one of the following, which can be found in 'Dictionary Update (CWS)' form under the "CWS" file, "(51403) Are you releasing to myHealthPointe or External Providers?" data element:
  9. "01" = myHealthPointe
  10. "02" = External
  11. "03" = Both
  12. "04" = None
  13. Enter "01" in the 'Registry Setting Value' field.
  14. Click [Submit] and close the form.
  15. Access the 'Progress Notes (Group and Individual)' form.
  16. Select "Client A" in the 'Select Client' field.
  17. Select "Independent Note" in the 'Progress Note For' field.
  18. Select "Note Type A" in the 'Note Type' field.
  19. Enter the desired value in the 'Notes Field' field.
  20. Validate the 'Are you releasing to myHealthPointe or External providers?' field is displayed and required.
  21. Validate "myHealthPointe" is the default value in the 'Are you releasing to myHealthPointe or External providers?' field.
  22. Validate the ability to update the value in the 'Are you releasing to myHealthPointe or External providers?' field.
  23. File the note.
  24. Access the 'Registry Settings' form.
  25. Enter "Default 'Are you releasing to myHealthPointe or External providers?'" in the 'Select Registry Setting' field.
  26. Click [View Registry Settings].
  27. Select the registry setting for the 'Progress Notes (Group and Individual)' form and click [OK].
  28. Remove the value in the 'Registry Setting Value' field.
  29. Click [Submit] and close the form.
  30. Access the 'Progress Notes (Group and Individual)' form.
  31. Select "Client A" in the 'Select Client' field.
  32. Select "Independent Note" in the 'Progress Note For' field.
  33. Select "Note Type A" in the 'Note Type' field.
  34. Enter the desired value in the 'Notes Field' field.
  35. Validate the 'Are you releasing to myHealthPointe or External providers?' field is displayed and required.
  36. Validate no value is selected in the 'Are you releasing to myHealthPointe or External providers?' field.
  37. Close the form.
Scenario 6: Clinical Notes Mapping - Validate the 'Limit Note Types By Practitioner Category' registry setting
Specific Setup:
  • The 'Limit Note Types By Practitioner Category' registry setting is set to "Y" for the 'Ambulatory Progress Notes' form.
  • A practitioner is defined with "Medical Doctor" as their 'Practitioner Category' (Practitioner A).
  • A practitioner is defined with "Registered Nurse" as their 'Practitioner Category' (Practitioner B).
  • A note type is defined that has "Medical Doctor" as the 'Practitioner Category' (Note Type A).
  • A note type is defined that has "Registered Nurse" as the 'Practitioner Category' (Note Type B).
  • A mapping for "Note Type B" is defined in 'Clinical Notes Mapping' for the 'Ambulatory Progress Notes' form.
Steps
  1. Select "Client A" and access the 'Ambulatory Progress Notes' form.
  2. Select "New Service" in the 'Progress Note For' field.
  3. Enter the current date in the 'Date Of Service' field.
  4. Enter the desired service code in the 'Service Charge Code' field.
  5. Select "Practitioner A" in the 'Practitioner' field.
  6. Validate only "Note Type A" is displayed in the 'Note Type' field.
  7. Select "Note Type A" in the 'Note Type' field.
  8. Validate the 'Are you releasing to myHealthPointe or External providers?' field is not displayed.
  9. Select "Practitioner B" in the 'Practitioner' field.
  10. Validate only "Note Type B" is displayed in the 'Note Type' field.
  11. Select "Note Type B" in the 'Note Type' field.
  12. Validate the 'Are you releasing to myHealthPointe or External providers?' field is displayed and required.
  13. Select the desired value in the 'Are you releasing to myHealthPointe or External providers?' field.
  14. Select "Final" in the 'Draft/Final' field.
  15. File the note.
Scenario 7: Clinical Notes Mapping - Ambulatory Progress Notes (Diagnosis Entry) - Validate the 'ClinicalNoteFinalized' SDK event
Specific Setup:
  • A client is enrolled in an outpatient episode (Client A).
  • The 'Ambulatory Progress Notes (Diagnosis Entry)' form is flagged in the 'Flag Assessment Forms' form.
Steps
  1. Access the 'Clinical Notes Mapping' form.
  2. Select "Consultation Note" in the 'Type of CCDA Document' field.
  3. Select "[Avatar CWS] Ambulatory Progress Notes (Diagnosis Entry) (CWS7003)" 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 "Consultation Note".
  6. Select "Discharge Diagnosis" 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 "Progress Note" in the 'CCDA Field Name' field.
  10. Select "[Avatar CWS] Ambulatory Progress Notes (Diagnosis Entry) (CWS7003)" in the 'Care Record Form/Assessment' field.
  11. Select "Notes Field" in the 'Care Record Field Name' field.
  12. Click [Submit] and close the form.
  13. Select "Client A" and access the 'Ambulatory Progress Notes (Diagnosis Entry)' form.
  14. Select "New Service" in the 'Progress Note For' field.
  15. Select "Activities" in the 'Note Type' field.
  16. Enter the desired value in the 'Notes Field' field.
  17. Enter the current date in the 'Date Of Service' field.
  18. Enter the desired service code in the 'Service Charge Code' field.
  19. Select the desired value in the 'Diagnosis 1' field.
  20. 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.
  21. Select "myHealthPointe" in the 'Are you releasing to myHealthPointe or External providers?' field.
  22. Select "Final" in the 'Draft/Final' field.
  23. Click [Submit] and close the form.
  24. Access the 'CareFabric Monitor' form.
  25. Enter the current date in the 'From Date' and 'Through Date' fields.
  26. Select "Client A" in the 'Client ID' field.
  27. Select "ClinicalNoteFinalized" in the 'Event/Action Search' field.
  28. Click [View Activity Log].
  29. Validate a 'ClinicalNoteFinalized' record is displayed.
  30. Click [Click To View Record].
  31. Validate the 'clinicalNotes' - 'notes' field contains the value entered in the 'Notes Field' in the previous steps.
  32. Validate the 'diagnoses' section is populated with the information for the 'Diagnosis 1' value selected in the previous steps.
  33. Validate the 'documentDescription' field contains "Consultation Note".
  34. Validate the 'documentID' - 'id' field contains a unique identifier.
  35. Validate the 'documentTitle' field contains "Consultation Note".
  36. Validate the 'includedSectionCodes' - 'code' field contains "Discharge Diagnosis".
  37. Validate the 'includedSectionCodes' - 'displayName' field contains "Discharge Diagnosis".
  38. Validate the 'isReleaseExternal' field contains "false".
  39. Validate the 'isReleaseToPatient' field contains "true".
  40. Close the report and the form.
Scenario 8: Clinical Notes Mapping - Inpatient Progress Notes (Diagnosis Entry) - Validate the 'ClinicalNoteFinalized' SDK event
Specific Setup:
  • A client is enrolled in an inpatient episode (Client A).
  • The 'Inpatient Progress Notes (Diagnosis Entry)' form is flagged in the 'Flag Assessment Forms' form.
Steps
  1. Access the 'Clinical Notes Mapping' form.
  2. Select "Discharge Summary" in the 'Type of CCDA Document' field.
  3. Select "[Avatar CWS] Inpatient Progress Notes (Diagnosis Entry) (CWS7002)" 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 "Discharge Summary".
  6. Select "Discharge Diagnosis" 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 "Progress Note" in the 'CCDA Field Name' field.
  10. Select "[Avatar CWS] Inpatient Progress Notes (Diagnosis Entry) (CWS7002)" in the 'Care Record Form/Assessment' field.
  11. Select "Notes Field" in the 'Care Record Field Name' field.
  12. Click [Submit] and close the form.
  13. Select "Client A" and access the 'Inpatient Progress Notes (Diagnosis Entry)' form.
  14. Select "New Service" in the 'Progress Note For' field.
  15. Select "Activities" in the 'Note Type' field.
  16. Enter the desired value in the 'Notes Field' field.
  17. Enter the current date in the 'Date Of Service' field.
  18. Enter the desired service code in the 'Service Charge Code' field.
  19. Select the desired value in the 'Diagnosis 1' field.
  20. 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.
  21. Select "None" in the 'Are you releasing to myHealthPointe or External providers?' field.
  22. Select "Final" in the 'Draft/Final' field.
  23. Click [Submit] and close the form.
  24. Access the 'CareFabric Monitor' form.
  25. Enter the current date in the 'From Date' and 'Through Date' fields.
  26. Select "Client A" in the 'Client ID' field.
  27. Select "ClinicalNoteFinalized" in the 'Event/Action Search' field.
  28. Click [View Activity Log].
  29. Validate a 'ClinicalNoteFinalized' record is displayed.
  30. Click [Click To View Record].
  31. Validate the 'clinicalNotes' - 'notes' field contains the value entered in the 'Notes Field' in the previous steps.
  32. Validate the 'diagnoses' section is populated with the information for the 'Diagnosis 1' value selected in the previous steps.
  33. Validate the 'documentDescription' field contains "Discharge Summary".
  34. Validate the 'documentID' - 'id' field contains a unique identifier.
  35. Validate the 'documentTitle' field contains "Discharge Summary".
  36. Validate the 'includedSectionCodes' - 'code' field contains "Discharge Diagnosis".
  37. Validate the 'includedSectionCodes' - 'displayName' field contains "Discharge Diagnosis".
  38. Validate the 'isReleaseExternal' field contains "false".
  39. Validate the 'isReleaseToPatient' field contains "false".
  40. Close the report and the form.
Results Entry - 'Received Date' and 'Received Time' fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Results Entry
  • Review Results
  • CareFabric Monitor
  • Delete Result
Scenario 1: 'Results Entry' - Add/Edit/Delete Results
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Results Entry' form.
  2. Select "Add" in the 'Add/Edit/Delete Result' field.
  3. Populate all required and desired fields.
  4. Click [File Header Info].
  5. Validate a message is displayed stating: Header information filed.
  6. Click [OK].
  7. Select "Edit" in the 'Add/Edit/Delete Result' field.
  8. Click [Select Result].
  9. Select the result filed in the previous steps from the 'Select Result' dialog and click [OK].
  10. Validate all previously filed data is displayed.
  11. Update any desired fields.
  12. Click [File Header Info].
  13. Validate a message is displayed stating: Header information filed.
  14. Click [OK].
  15. Select "Delete" in the 'Add/Edit/Delete Result' field.
  16. Click [Select Result].
  17. Select the result filed in the previous steps from the 'Select Result' dialog and click [OK].
  18. Validate all previously filed data is displayed.
  19. Click [File Header Info].
  20. Validate a message is displayed stating: This will delete the selected result and all of its associated details. Are you sure you want to continue?
  21. Click [Yes]
  22. Validate a message is displayed stating: Result deleted.
  23. Click [OK] and [Exit Option].
Topics
• Progress Notes • NX • Clinical Notes Mapping • Web Services • Health And Review Of Systems • Registry Settings • Results Entry
Update 132 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:
  • Progress Note Corrections
  • Product Final to Draft Override
Scenario 1: '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
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Enter "Client A" in the 'Select Client' field.
  3. Select any value from the 'Select Episode' field.
  4. Select "Existing Appointment" from the 'Progress Notes For' field.
  5. Select the existing appointment in the 'Note Addresses Which Existing Service/Appointment' field.
  6. Select any value that does not require a co-sign from the 'Note Type' field.
  7. Enter any value in the 'Notes Field' field.
  8. Select "Final" from the 'Draft/Final' field.
  9. Click [File Note].
  10. Validate a "Progress Notes" dialog is displayed stating: Note Filed.
  11. Click [OK].
  12. Close the form.
  13. Validate a "Confirm" dialog is displayed stating: Are you sure you want to close the form?
  14. Click [Yes].
  15. Access the 'Client Ledger' form.
  16. Enter "Client A" in the 'Client ID' field.
  17. Select "All Episodes" from the 'Claim/Episode/All Episodes' field.
  18. Select "Simple" from the 'Ledger Type' field.
  19. Select "Yes" from the 'Include Zero Charges' field.
  20. Click [Process].
  21. Verify the 'Client Ledger Report' is displayed.
  22. Validate the 'Client Ledger Report' displays the service created in the previous steps.
  23. Click [Dismiss].
  24. Validate a "Form Return" dialog is displayed stating: Processing report has completed. Do you wish to return to form?
  25. Click [No].
  26. Access the 'Progress Note Corrections' form.
  27. Enter "Client A" in the 'Client ID' field.
  28. Select the episode that the Existing Appointment note was created for from the 'Episode Number' field.
  29. Click [Select Note to Correct].
  30. Verify the "Select Note To Correct" dialog is displayed.
  31. Select "Note A".
  32. Click [OK].
  33. Select "Void Progress Note" from the 'Correction Action' field.
  34. Select any value from the 'Reason for Correction' field.
  35. Enter any value in the 'Comments' field.
  36. Select "Yes" from the 'Delete Service' field.
  37. Click [Submit].
  38. Validate a "Form Return" dialog is displayed stating: Submitting has completed. Do you wish to return to form?
  39. Click [No].
  40. Access the 'Client Ledger' form.
  41. Enter "Client A" in the 'Client ID' field.
  42. Select "All Episodes" from the 'Claim/Episode/All Episodes' field.
  43. Select "Simple" from the 'Ledger Type' field.
  44. Select "Yes" from the 'Include Zero Charges' field.
  45. Click [Process].
  46. Verify the 'Client Ledger Report' is displayed.
  47. Validate the 'Client Ledger Report' no longer displays the service created in the previous steps.
  48. Click [Dismiss].
  49. Validate a "Form Return" dialog is displayed stating: Processing report has completed. Do you wish to return to form?
  50. Click [No].
  51. Access the 'Scheduling Calendar' form.
  52. Navigate to the existing appointment for "Client A" associated to the voided progress note.
  53. Right click and click [Details/Edit].
  54. Enter any new value in the 'Duration' field.
  55. Click [Submit].
  56. Validate the appointment displays with the updated duration.
  57. Click [Dismiss].
Scenario 2: 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
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select "Existing Appointment" in the 'Progress Note For' field.
  4. Select the existing EVV appointment in the 'Note Addresses Which Existing Service/Appointment' field.
  5. Select the desired value in the 'Note Type' field.
  6. Enter the desired value in the 'Notes Field' field.
  7. Select "Final" in the 'Draft/Final' field.
  8. Click [File Note].
  9. Validate a message is displayed stating: Note Filed.
  10. Click [OK] and close the form.
  11. Access the 'Progress Note Corrections' form.
  12. Select "Client A" in the 'Client ID' field.
  13. Select the appropriate episode in the 'Episode Number' field.
  14. Enter the current date in the 'Start Date' and 'End Date' fields.
  15. Click [Select Note to Correct].
  16. Select the note associated to the EVV appointment and click [OK].
  17. Validate a message is displayed stating: The 'CareFabric Appointment Status' of this appointment is "Completed (COMP)". The editing of this appointment is prevented.
  18. Click [OK].
  19. Validate the 'Correction Action', 'Reason for Correction', 'Comments', and 'Delete Service' fields are disabled.
  20. Close the form.
Scenario 3: 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
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select "Existing Appointment" in the 'Progress Note For' field.
  4. Select the existing EVV appointment in the 'Note Addresses Which Existing Service/Appointment' field.
  5. Select the desired value in the 'Note Type' field.
  6. Enter the desired value in the 'Notes Field' field.
  7. Select "Final" in the 'Draft/Final' field.
  8. Click [File Note].
  9. Validate a message is displayed stating: Note Filed.
  10. Click [OK] and close the form.
  11. Access the 'Product Final To Draft Override' form.
  12. Select "Progress Notes (Group and Individual)" in the 'Option' field.
  13. Select "Client A" in the 'Entity Lookup' field.
  14. Select the appropriate episode in the 'Episode Number' field.
  15. Click [Select Row].
  16. Select the note associated to the EVV appointment and click [OK].
  17. Validate a message is displayed stating: The 'CareFabric Appointment Status' of this appointment is "Completed (COMP)". The editing of this appointment is prevented.
  18. Click [OK].
  19. Validate the 'Override Reason' field is disabled.
  20. Close the form.
Scenario 4: '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
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select "Independent Note" in the 'Progress Note For' field.
  4. Select the desired value in the 'Note Type' field.
  5. Enter the desired value in the 'Notes Field' field.
  6. Select "Final" in the 'Draft/Final' field.
  7. Click [File Note].
  8. Validate a message is displayed stating: Note Filed.
  9. Click [OK] and close the form.
  10. Select "Client A" and access the 'Progress Notes' widget.
  11. Validate the finalized note is displayed.
  12. Access the 'Product Final To Draft Override' form.
  13. Select "Progress Notes (Group and Individual)" in the 'Option' field.
  14. Select "Client A" in the 'Entity Lookup' field.
  15. Select the appropriate episode in the 'Episode Number' field.
  16. Click [Select Row].
  17. Select the finalized note and click [OK].
  18. Enter the desired value in the 'Override Reason' field.
  19. Click [Submit] and [No].
  20. Select "Client A" and access the 'Progress Notes' widget.
  21. Validate the note reverted to draft is displayed.
Topics
• Scheduling Calendar • Progress Notes • Progress Note Corrections • Product Final to Draft Override
 

Avatar_CWS_2023_Monthly_Release_2023.00.00_Details.csv