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Avatar CWS 2024 Update 64

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Product Requirements and Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar Appointment Scheduling 2024 Update 16
Avatar CWS 2024 Monthly Release 2024.01.02
RADplus 2024 Monthly Release 2024.01.02

Product Update Description

Progress Note forms are enhanced to support the registry setting 'Validate Practitioner for Netsmart Telehealth Appointments.'

Required Updates

None

Included Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Progress Notes - 'Validate Practitioner for Netsmart Telehealth Appointments' registry setting
Progress Note forms are enhanced to support the 'Validate Practitioner for Netsmart Telehealth Appointments' registry setting.
Please note: Avatar Appointment Scheduling 2024 Update 16 is required for full functionality.
Value Added: Support for Telehealth practitioner validations in Progress Note forms.
Topics
• Progress Notes • Registry Settings
 
Acceptance Tests
AV-96929 Summary | Details
Progress Notes - 'Validate Practitioner for Netsmart Telehealth Appointments' registry setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Ambulatory Progress Notes
  • Registry Settings (PM)
  • Progress Notes (Group and Individual)
Scenario 1: Ambulatory Progress Notes - Validate the 'Validate Practitioner for Netsmart Telehealth Appointments' registry setting
Specific Setup:
  • The 'Ambulatory Progress Notes' form must include the following fields:
  • Practitioner
  • Co-Practitioner
  • Co-Practitioner 2
  • Location
  • A service code must be defined with "Yes" selected in the 'Is This A TeleHealth Service' field in the 'Service Codes' form.
  • A location must be defined with the 'Is this a Telehealth location' extended dictionary set to "Yes". This is the 'Client' file, '(10006) Location' data element in the 'Dictionary Update' form.
  • A user must be defined with an associated staff member (Practitioner A). This user must have "Telehealth" selected in the 'Netsmart Mobile App Access' field and an 'Organization Email Address' on file in 'User Definition'.
  • A second user must be defined with an associated staff member (Practitioner B). This user does not have "Telehealth" selected in the 'Netsmart Mobile App Access' field in 'User Definition'.
  • A client is enrolled in an existing outpatient episode (Client A).
  • The 'Enable Telehealth integration at the location level' registry setting must be set to "Y".
  • The 'Progress Notes' widget must be accessible on the HomeView.
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Validate Practitioner for Netsmart Telehealth" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Validate the 'Registry Setting' field contains: Avatar PM->Scheduling->Appointment->->->Validate Practitioner for Netsmart Telehealth Appointments.
  5. Validate the 'Registry Setting Details' field contains: When set to 'Y', the selected practitioner's permissions will be validated when either the service code or location are configured for Telehealth. Select 'N' to disable this functionality. This is the default value.
  6. Enter "Y" in the 'Registry Setting Value' field.
  7. Submit the form.
  8. Select "Client A" and access the 'Ambulatory Progress Notes' form.
  9. Select "New Service" in the 'Progress Notes For' field.
  10. Enter the current date in the 'Date Of Service' field.
  11. Select the desired value from 'Note Type' field.
  12. Enter any desired value in the 'Notes Field'.
  13. Select any Telehealth service code in the 'Service Charges Code' field.
  14. Select "Practitioner B" in the 'Practitioner' field.
  15. Validate an error is displayed stating: The selected practitioner is not eligible to provide TELEHEALTH services.
  16. Click [OK].
  17. Validate the 'Practitioner' field no longer contains "Practitioner B".
  18. Select "Practitioner A" in the 'Practitioner' field.
  19. Validate no error is displayed.
  20. Select any non-Telehealth service code in the 'Service Code' field.
  21. Select any Telehealth location in the 'Location' field.
  22. Select "Practitioner B" in the 'Practitioner' field.
  23. Validate an error is displayed stating: The selected practitioner is not eligible to provide TELEHEALTH services.
  24. Click [OK].
  25. Validate the 'Practitioner' field no longer contains "Practitioner B".
  26. Validate "Practitioner A" is selected in the 'Practitioner' field since they were selected prior and are a valid Telehealth practitioner.
  27. Select "Practitioner B" in the 'Co-Practitioner' field.
  28. Validate an error is displayed stating: The selected practitioner is not eligible to provide TELEHEALTH services.
  29. Click [OK].
  30. Validate the 'Co-Practitioner' field no longer contains "Practitioner B".
  31. Select "Practitioner B" in the 'Co-Practitioner 2' field.
  32. Validate an error is displayed stating: The selected practitioner is not eligible to provide TELEHEALTH services.
  33. Click [OK].
  34. Validate the 'Co-Practitioner 2' field no longer contains "Practitioner B".
  35. Populate any other required and desired fields.
  36. Select "Final" in the 'Draft/Final' field.
  37. Submit the note.
  38. Select "Client A" and navigate to the 'Progress Notes' widget.
  39. Validate the note filed in the previous steps is displayed.
Scenario 2: Inpatient Progress Notes - Validate the 'Validate Practitioner for Netsmart Telehealth Appointments' registry setting
Specific Setup:
  • The 'Inpatient Progress Notes' form must include the following fields:
  • Practitioner
  • Co-Practitioner
  • Co-Practitioner 2
  • Location
  • A service code must be defined with "Yes" selected in the 'Is This A TeleHealth Service' field in the 'Service Codes' form.
  • A location must be defined with the 'Is this a Telehealth location' extended dictionary set to "Yes". This is the 'Client' file, '(10006) Location' data element in the 'Dictionary Update' form.
  • A user must be defined with an associated staff member (Practitioner A). This user must have "Telehealth" selected in the 'Netsmart Mobile App Access' field and an 'Organization Email Address' on file in 'User Definition'.
  • A second user must be defined with an associated staff member (Practitioner B). This user does not have "Telehealth" selected in the 'Netsmart Mobile App Access' field in 'User Definition'.
  • A client is enrolled in an existing inpatient episode (Client A).
  • The 'Enable Telehealth integration at the location level' registry setting must be set to "Y".
  • The 'Progress Notes' widget must be accessible on the HomeView.
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Validate Practitioner for Netsmart Telehealth" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Validate the 'Registry Setting' field contains: Avatar PM->Scheduling->Appointment->->->Validate Practitioner for Netsmart Telehealth Appointments.
  5. Validate the 'Registry Setting Details' field contains: When set to 'Y', the selected practitioner's permissions will be validated when either the service code or location are configured for Telehealth. Select 'N' to disable this functionality. This is the default value.
  6. Enter "Y" in the 'Registry Setting Value' field.
  7. Submit the form.
  8. Select "Client A" and access the 'Inpatient Progress Notes' form.
  9. Select "New Service" in the 'Progress Notes For' field.
  10. Enter the current date in the 'Date Of Service' field.
  11. Select the any desired value in the 'Note Type' field.
  12. Enter any desired value in the 'Notes Field'.
  13. Select any Telehealth service code in the 'Service Charges Code' field.
  14. Select "Practitioner B" in the 'Practitioner' field.
  15. Validate an error is displayed stating: The selected practitioner is not eligible to provide TELEHEALTH services.
  16. Click [OK].
  17. Validate the 'Practitioner' field no longer contains "Practitioner B".
  18. Select "Practitioner A" in the 'Practitioner' field.
  19. Validate no error is displayed.
  20. Select any non-Telehealth service code in the 'Service Code' field.
  21. Select any Telehealth location in the 'Location' field.
  22. Select "Practitioner B" in the 'Practitioner' field.
  23. Validate an error is displayed stating: The selected practitioner is not eligible to provide TELEHEALTH services.
  24. Click [OK].
  25. Validate the 'Practitioner' field no longer contains "Practitioner B".
  26. Validate "Practitioner A" is selected in the 'Practitioner' field since they were selected prior and are a valid Telehealth practitioner.
  27. Select "Practitioner B" in the 'Co-Practitioner' field.
  28. Validate an error is displayed stating: The selected practitioner is not eligible to provide TELEHEALTH services.
  29. Click [OK].
  30. Validate the 'Co-Practitioner' field no longer contains "Practitioner B".
  31. Select "Practitioner B" in the 'Co-Practitioner 2' field.
  32. Validate an error is displayed stating: The selected practitioner is not eligible to provide TELEHEALTH services.
  33. Click [OK].
  34. Validate the 'Co-Practitioner 2' field no longer contains "Practitioner B".
  35. Populate any other required and desired fields.
  36. Select "Final" in the 'Draft/Final' field.
  37. File the note.
  38. Select "Client A" and navigate to the 'Progress Notes' widget.
  39. Validate the note filed in the previous steps is displayed.
Scenario 3: Progress Notes (Group and Individual) - Validate the 'Validate Practitioner for Netsmart Telehealth Appointments' registry setting
Specific Setup:
  • The 'Progress Notes (Group and Individual)' form must include the following fields:
  • Practitioner
  • Co-Practitioner
  • Co-Practitioner 2
  • Location
  • A service code must be defined with "Yes" selected in the 'Is This A TeleHealth Service' field in the 'Service Codes' form.
  • A location must be defined with the 'Is this a Telehealth location' extended dictionary set to "Yes". This is the 'Client' file, '(10006) Location' data element in the 'Dictionary Update' form.
  • A user must be defined with an associated staff member (Practitioner A). This user must have "Telehealth" selected in the 'Netsmart Mobile App Access' field and an 'Organization Email Address' on file in 'User Definition'.
  • A second user must be defined with an associated staff member (Practitioner B). This user does not have "Telehealth" selected in the 'Netsmart Mobile App Access' field in 'User Definition'.
  • A client is enrolled in an existing episode (Client A).
  • The 'Enable Telehealth integration at the location level' registry setting must be set to "Y".
  • The 'Progress Notes' widget must be accessible on the HomeView.
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Validate Practitioner for Netsmart Telehealth" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Validate the 'Registry Setting' field contains: Avatar PM->Scheduling->Appointment->->->Validate Practitioner for Netsmart Telehealth Appointments.
  5. Validate the 'Registry Setting Details' field contains: When set to 'Y', the selected practitioner's permissions will be validated when either the service code or location are configured for Telehealth. Select 'N' to disable this functionality. This is the default value.
  6. Enter "Y" in the 'Registry Setting Value' field.
  7. Submit the form.
  8. Access the 'Progress Notes (Group and Individual)' form.
  9. Select "Client A" in the 'Client ID' field.
  10. Select the desired value in the 'Select Episode' field.
  11. Select "New Service" in the 'Progress Notes For' field.
  12. Select the any desired value in the 'Note Type' field.
  13. Enter any desired value in the 'Notes Field'.
  14. Select any Telehealth service code in the 'Service Charges Code' field.
  15. Select "Practitioner B" in the 'Practitioner' field.
  16. Validate an error is displayed stating: The selected practitioner is not eligible to provide TELEHEALTH services.
  17. Click [OK].
  18. Validate the 'Practitioner' field no longer contains "Practitioner B".
  19. Select "Practitioner A" in the 'Practitioner' field.
  20. Validate no error is displayed.
  21. Select any non-Telehealth service code in the 'Service Code' field.
  22. Select any Telehealth location in the 'Location' field.
  23. Select "Practitioner B" in the 'Practitioner' field.
  24. Validate an error is displayed stating: The selected practitioner is not eligible to provide TELEHEALTH services.
  25. Click [OK].
  26. Validate the 'Practitioner' field no longer contains "Practitioner B".
  27. Validate "Practitioner A" is selected in the 'Practitioner' field since they were selected prior and are a valid Telehealth practitioner.
  28. Select "Practitioner B" in the 'Co-Practitioner' field.
  29. Validate an error is displayed stating: The selected practitioner is not eligible to provide TELEHEALTH services.
  30. Click [OK].
  31. Validate the 'Co-Practitioner' field no longer contains "Practitioner B".
  32. Select "Practitioner B" in the 'Co-Practitioner 2' field.
  33. Validate an error is displayed stating: The selected practitioner is not eligible to provide TELEHEALTH services.
  34. Click [OK].
  35. Validate the 'Co-Practitioner 2' field no longer contains "Practitioner B".
  36. Populate any other required and desired fields.
  37. Select "Final" in the 'Draft/Final' field.
  38. File the note.
  39. Select "Client A" and navigate to the 'Progress Notes' widget.
  40. Validate the note filed in the previous steps is displayed.
Topics
• Progress Notes • Registry Settings