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Avatar Cal-PM 2023 Monthly Release 2023.00.00 Acceptance Tests

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Update 1 Summary | Details
Avatar Cal-PM 2023 is Installed
Scenario 1: Validate Upgrading Avatar Cal-PM 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
• Upgrade
Update 6 Summary | Details
Avatar Cal-PM 'Women's Health History' Web Service
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Women's Health History
Scenario 1: ProviderConnect 'Women's Health History' - Form Verification
Specific Setup:
  • Avatar Cal-PM Registry Setting 'Require Client's Episode Number' must be enabled (set to '1')
  • Netsmart ProviderConnect or other application utilizing the Avatar Cal-PM 'Women's Health History'/'WSAPI.PM.Client.ClientCalls' web service
  • 'Add Women's Health History', 'Edit Women's Health History' and 'View Women's Health History' permissions must be assigned to ProviderConnect user/access group
Steps
  1. In ProviderConnect Main Menu, open 'Lookup Client' form.
  2. Enter lookup criteria for client and click 'Search by Criteria' button.
  3. In 'Client Lookup' results, select/open client record.
  4. Click 'Women's Health History' sidebar menu tab, and ensure that 'Women's Health History' pre-display is opened.
  5. In 'Women's Health History pre-display, ensure that display of existing records for view/edit selection includes only those where Program of associated episode is allowed/valid for user's Contracting Provider agency; ensure that any existing records where Program of related episode is disallowed/invalid for user's Contracting Provider agency are not included/available for selection.
  6. In 'Women's Health History' pre-display, ensure that 'Add Health History Record' button is present (where 'Add Women's Health History' permission is assigned to user/access group).
  7. In 'Women's Health History pre-display, ensure that 'Edit' button is present for view/edit of existing records for valid episodes (where 'Edit Women's Health History' and/or 'View Women's Health History' permissions are assigned to user/access group). Ensure that episodes/records available for edit selection include only those where Program of episode is allowed/valid for user's Contracting Provider agency.
  8. Click 'Add Health History Record' button to enter new record, or 'Edit' button to view/edit existing record.
  9. In 'Episode Number' field for new 'Women's Health History' record entry, ensure that episodes available for selection include only those where Program of episode is allowed/valid for user's Contracting Provider agency; ensure that episodes where Program of episode is disallowed/invalid for user's Contracting Provider agency are not included/available for selection in the 'Episode Number' field.
  10. Ensure that 'Episode Number' and 'Date of Assessment' fields are required (and that same fields cannot be edited when viewing/updating existing record).
  11. In ProviderConnect 'Women's Health History' form/record detail, ensure that the following fields are displayed and available for entry (including existing field values where present when viewing/editing):
  12. Episode Number
  13. Date of Assessment
  14. Date of Last Menstrual Period (2300-DTP-03)
  15. Frequency
  16. LMP/LMP Unknown
  17. Premenstrual Symptoms
  18. Menarche Age
  19. Menopause/Onset Age
  20. Date of Last Mammogram/Results/Performing Provider/Site
  21. Date of Last PAP/Results/Performing Provider/Site
  22. Start Date of Pregnancy
  23. End Date of Pregnancy
  24. Initial Treatment Date (2300-DTP-03)
  25. Have you ever been pregnant?
  26. Pregnancy Status
  27. Expected Due Date
  28. Living Children
  29. Lactating Status
  30. Have you started prenatal care at another facility?
  31. Date of Prenatal Care (at other facility)
  32. Have you ever had an ectopic pregnancy?
  33. Have you ever had an abortion?
  34. Number of Abortion(s)
  35. Have you ever had a miscarriage?
  36. Number of Miscarriage(s)
  37. Contraception
  38. Have you ever been treated for a sexually transmitted disease?
  39. Received HPV Vaccine?
  40. Sexually Active
  41. Notes
  42. Enter/select values for all required/desired fields, and click 'Save Changes' to save/file 'Women's Health History' record.
  43. Ensure user is automatically redirected to 'Women's Health History' pre-display on saving/filing form, and that new or edited record is present in pre-display.
Topics
• Client Management
2022 Update 79 Summary | Details
Web services - WEBSVC.AppointmentSchedulingV2 Web Service
Scenario 1: Load & Go update - Verify successful installation
Steps

Internal Testing Only
Topics
• Web Services
2022 Update 80 Summary | Details
Avatar Cal-PM Sexual Orientation/Gender Identification/Veteran Field Updates
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Cost Reporting Data Maintenance
  • Women's Health History
  • Dictionary Update (PM)
  • Admission (Outpatient)
  • Discharge
  • Discharge (Outpatient)
  • Pre Admit Discharge
  • Cal-OMS Submission
  • Cal-OMS Submission - Admission Report
  • Admission Web Service
  • Client Demographics Web Service
Scenario 1: Avatar Cal-PM 'Cost Reporting Data Maintenance' - Verification Of Gender Validations ('Client Condition - Pregnancy' section)
Specific Setup:
  • Client record/episode eligible for Cost Reporting Data 'Client Condition - Pregnancy' form/record entry, where 'Sex' value is specified in Client Demographic information
Steps
  1. Open Avatar Cal-PM 'Cost Reporting Data Maintenance' form.
  2. Navigate to 'Client Condition - Pregnancy' section of form.
  3. Select 'Add' or 'Edit' in 'Add, Edit Or Delete A Record' field.
  4. Enter search value/select existing client in 'Client ID' field.
  5. If selected client record has 'Sex' value of 'Female' in Client Demographic information, ensure that client selection/further entry in form is allowed.
  6. If selected client record has 'Sex' value of 'Male', 'Unknown' or 'Other' in Client Demographic information, ensure that user is presented with an error dialog noting 'Only female clients may be selected' and client selection/further entry in form is disallowed.
Scenario 2: Avatar Cal-PM 'Women's Health History' - Verification Of Gender Validations
Specific Setup:
  • Client record/episode eligible for 'Women's Health History' form/record entry, where 'Sex' value is specified in Client Demographic information
Steps
  1. Open Avatar Cal-PM 'Women's Health History' form.
  2. Select 'Add' or 'Edit' in 'Add, Edit Or Delete A Record' field.
  3. Enter search value/select existing client in 'Client ID' field.
  4. If selected client record has 'Sex' value of 'Female' in Client Demographic information, ensure that client selection/further entry in form is allowed.
  5. If selected client record has 'Sex' value of 'Male', 'Unknown' or 'Other' in Client Demographic information, ensure that user is presented with an error dialog noting 'Only female clients may be selected' and client selection/further entry in form is disallowed.
Scenario 3: Avatar Cal-PM 'Dictionary Update' - Verification of Demographic Gender Identity/Sexual Orientation Fields
Steps
  1. Open Avatar Cal-PM 'Dictionary Update' form.
  2. Navigate to 'Print Dictionary' section of form.
  3. Select 'Client' File.
  4. Select 'All Data Elements' or select 'Individual Data Element' and select one of the updated Data Elements/dictionaries noted below.
  5. Click 'Print Dictionary' button to display dictionary fields/values for selected Data Element.
  6. Confirm Avatar Cal-PM 'Client' File Data Elements/Dictionary Codes are updated/present as follows:
  7. 'Sex' (3)
  8. Dictionary Code 'FTM' 'Transgender (F to M)' set to 'INACTIVE' status
  9. Dictionary Code 'MTF' 'Transgender (M to F)' set to 'INACTIVE' status
  10. Extended Dictionary Data Element 'Gender Identity' removed from 'Sex' Data Element
  11. 'Gender Identity' (730)
  12. Dictionary Code '407376001' value updated to 'Male-to-Female (MTF)/Transgender Female/Trans Woman'
  13. Dictionary Code '407377005' value updated to 'Female-to-Male (FTM)/Transgender Male/Trans Man'
  14. Dictionary Code '446131000124102' added, value 'Genderqueer, neither exclusively male nor female'
  15. 'Sexual Orientation (731)
  16. Dictionary Code 'OTH' value updated to 'Something else, please describe'
  17. Extended Dictionary Data Element 'Are you heterosexual, lesbian, gay, bisexual, transgender or do you question your sexual orientation?' added to 'Sexual Orientation' Data Element (and Extended Dictionary default values set)
  18. 'Are you heterosexual, lesbian, gay, bisexual, transgender or do you question your sexual orientation?' (15)
  19. Extended Dictionary Data Element 'Sexual Orientation' removed from 'Are you heterosexual...' Data Element
Scenario 4: Avatar Cal-PM 'Admission' - Verification of Demographic Gender Identity/Sexual Orientation Fields
Specific Setup:
  • Crystal Reports or other SQL reporting tool
Steps
  1. Open Avatar Cal-PM 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form.
  2. In Client Search form, enter values for client search criteria and click 'Search' button.
  3. Click 'New Client' button for Admission form entry/new client creation (or select Client Search result row for existing client Admission entry/update).
  4. Enter/select values for 'Client Name', 'Sex', 'Preadmit/Admission Date', 'Preadmit/Admission Time', 'Program', 'Type Of Admission', 'Admitting Practitioner' and any other required/desired fields in main form section.
  5. Navigate to 'Demographics' section of form.
  6. Ensure that the following fields are present in 'Demographics' section of 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form:
  7. 'Gender Identity'
  8. 'Gender Identity (Please Describe)'
  9. 'Sexual Orientation'
  10. 'Sexual Orientation (Please Describe)'
  11. Select value in 'Gender Identity' field.
  12. Ensure that the 'Gender Identity (Please Describe)' field is enabled and required if value 'Additional gender category or other, please specify' is selected in 'Gender Identity' field; enter value in 'Gender Identity (Please Describe)' field if enabled/required.
  13. Ensure that the ‘Sexual Orientation’ field is conditionally required/not required based on selected Program value (according to ‘Require Sexual Orientation Response During Admission?’ field Avatar Cal-PM ‘Program Maintenance’ form).
  14. Select value in 'Sexual Orientation' field.
  15. Ensure that the 'Sexual Orientation (Please Describe)' field is enabled and required if value 'Something else, please describe' is selected in 'Sexual Orientation' field; enter value in 'Sexual Orientation (Please Describe)' field if enabled/required.
  16. 'Ensure that the 'Are you heterosexual, lesbian, gay, bisexual, transgender or do you question your sexual orientation?' field is not present/is removed from 'Demographics' section of 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form.
  17. Enter value in 'Preferred Name' field.
  18. Ensure that if invalid spacing/characters are included in 'Preferred Name' value, the entry is disallowed and user is presented with an error dialog noting 'Invalid Format: Limited to alphabetic characters with an optional intervening space, hyphen or apostrophe.'
  19. Enter/select values for any other fields in form as required/desired.
  20. Click 'Submit' button to file 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form.
  21. Re-open Avatar Cal-PM 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form for same client/episode as filed above.
  22. Navigate to 'Demographics' section of form.
  23. Ensure that previously filed values are present in 'Gender Identity', 'Gender Identity (Please Describe)', 'Sexual Orientation', 'Sexual Orientation (Please Describe)' and 'Preferred Name' fields.
  24. Note - Client Demographic field values filed in 'Admission', 'Admission (Outpatient)' or 'Pre Admit' forms may also be confirmed via the Avatar Cal-PM 'Update Client Data' form.
  25. Open Crystal Reports or other SQL reporting tool.
  26. In Avatar Cal-PM SQL tables 'SYSTEM.patient_current_demographics' and 'SYSTEM.patient_demographic_history', ensure that values are present for all information filed via Avatar Cal-PM 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form including the following fields:
  27. 'gender_identity_code' / 'gender_identity_value'
  28. 'gender_identity_other'
  29. 'sexual_orientation_code' / 'sexual_orientation_value'
  30. 'sexual_orientation_other'
  31. In Avatar Cal-PM SQL tables 'SYSTEM.view_episode_summary_admit' and 'SYSTEM.view_episode_summary_current', ensure that values are present for all information filed via Avatar Cal-PM 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form including the following fields:
  32. 'gender_identity_code' / 'gender_identity_value'
  33. 'gender_identity_other'
  34. 'sexual_orientation_code' / 'sexual_orientation_value'
  35. 'sexual_orientation_other'

Note - myAvatar/Avatar NX 'Form Designer' changes for the Gender Identify/Sexual Orientation fields noted above are included in Avatar Cal-PM 2022 Update 80; It may be necessary to revert to the 'Netsmart Produced Changes' Form Designer version for the 'Demographics' and/or 'Other Client Data' sections of 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form for field changes above to be reflected if not present/reflected following Avatar Cal-PM 2022 Update 80 installation.

Scenario 5: Avatar Cal-PM 'Update Client Data' - Verification of Demographic Gender Identity/Sexual Orientation Fields
Specific Setup:
  • Existing Avatar Cal-PM client record(s) for Demographic information view/update
  • Crystal Reports or other SQL reporting tool
Steps
  1. Open Avatar Cal-PM 'Update Client Data' form.
  2. Select existing client for Demographic information update.
  3. Ensure that the following fields are present in 'Demographics' section of 'Update Client Data' form (main form section):
  4. 'Gender Identity'
  5. 'Gender Identity (Please Describe)'
  6. 'Sexual Orientation'
  7. 'Sexual Orientation (Please Describe)'
  8. Ensure that fields noted above are populated with existing Client Demographic values/information in form display.
  9. Select value in 'Gender Identity' field.
  10. Ensure that the 'Gender Identity (Please Describe)' field is enabled and required if value 'Additional gender category or other, please specify' is selected in 'Gender Identity' field; enter value in 'Gender Identity (Please Describe)' field if enabled/required.
  11. Select value in 'Sexual Orientation' field.
  12. Ensure that the 'Sexual Orientation (Please Describe)' field is enabled and required if value 'Something else, please describe' is selected in 'Sexual Orientation' field; enter value in 'Sexual Orientation (Please Describe)' field if enabled/required.
  13. 'Ensure that the 'Are you heterosexual, lesbian, gay, bisexual, transgender or do you question your sexual orientation?' field is not present/is removed from 'Update Client Data' form.
  14. Enter value in 'Preferred Name' field.
  15. Ensure that if invalid spacing/characters are included in 'Preferred Name' value, the entry is disallowed and user is presented with an error dialog noting 'Invalid Format: Limited to alphabetic characters with an optional intervening space, hyphen or apostrophe.'
  16. Enter/select values for any other fields in form as required/desired.
  17. Click 'Submit' button to file 'Update Client Data form.
  18. Re-open Avatar Cal-PM 'Update Client Data' form for same client as filed above.
  19. Ensure that previously filed values are present in 'Gender Identity', 'Gender Identity (Please Describe)', 'Sexual Orientation', 'Sexual Orientation (Please Describe)' and 'Preferred Name' fields.
  20. In Avatar Cal-PM SQL tables 'SYSTEM.patient_current_demographics' and 'SYSTEM.patient_demographic_history', ensure that values are present for all information filed via Avatar Cal-PM 'Update Client Data' form including the following fields:
  21. 'gender_identity_code' / 'gender_identity_value'
  22. 'gender_identity_other'
  23. 'sexual_orientation_code' / 'sexual_orientation_value'
  24. 'sexual_orientation_other'
  25. In Avatar Cal-PM SQL tables 'SYSTEM.view_episode_summary_admit' and 'SYSTEM.view_episode_summary_current', ensure that values are present for all information filed via Avatar Cal-PM 'Update Client Data' form including the following fields:
  26. 'gender_identity_code' / 'gender_identity_value'
  27. 'gender_identity_other'
  28. 'sexual_orientation_code' / 'sexual_orientation_value'
  29. 'sexual_orientation_other'

Note - myAvatar/Avatar NX 'Form Designer' changes for the Gender Identity/Sexual Orientation fields noted above are included in Avatar Cal-PM 2022 Update 80; It may be necessary to revert to the 'Netsmart Produced Changes' Form Designer version for the 'Update Client Data' form for field changes above to be reflected if not present/reflected following Avatar Cal-PM 2022 Update 80 installation.

Scenario 6: Avatar Cal-PM 'Discharge' - Verification of Demographic Gender Identity/Sexual Orientation Fields
Specific Setup:
  • Existing Avatar Cal-PM client/episode record(s) for 'Discharge', 'Discharge (Outpatient)' and/or 'Pre Admit Discharge' entry
  • Crystal Reports or other SQL reporting tool
Steps
  1. Open Avatar Cal-PM 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form.
  2. Select existing client/episode for Discharge entry.
  3. Enter/select values for 'Date Of Discharge', 'Discharge Time', 'Type Of Discharge', 'Discharge Practitioner' and any other required/desired fields in main form section.
  4. Navigate to 'Demographics' section of form.
  5. Ensure that the following fields are present in 'Demographics' section of 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form:
  6. 'Gender Identity'
  7. 'Gender Identity (Please Describe)'
  8. 'Sexual Orientation'
  9. 'Sexual Orientation (Please Describe)'
  10. Ensure that fields noted above are populated with existing Client Demographic values/information in form display.
  11. Select value in 'Gender Identity' field.
  12. Ensure that the 'Gender Identity (Please Describe)' field is enabled and required if value 'Additional gender category or other, please specify' is selected in 'Gender Identity' field; enter value in 'Gender Identity (Please Describe)' field if enabled/required.
  13. Select value in 'Sexual Orientation' field.
  14. Ensure that the 'Sexual Orientation (Please Describe)' field is enabled and required if value 'Something else, please describe' is selected in 'Sexual Orientation' field; enter value in 'Sexual Orientation (Please Describe)' field if enabled/required.
  15. 'Ensure that the 'Are you heterosexual, lesbian, gay, bisexual, transgender or do you question your sexual orientation?' field is not present/is removed from 'Demographics' section of 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form.
  16. Enter value in 'Preferred Name' field.
  17. Ensure that if invalid spacing/characters are included in 'Preferred Name' value, the entry is disallowed and user is presented with an error dialog noting 'Invalid Format: Limited to alphabetic characters with an optional intervening space, hyphen or apostrophe.'
  18. Enter/select values for any other fields in form as required/desired.
  19. Click 'Submit' button to file 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form.
  20. Re-open Avatar Cal-PM 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form for same client/episode as filed above.
  21. Navigate to 'Demographics' section of form.
  22. Ensure that previously filed values are present in 'Gender Identity', 'Gender Identity (Please Describe)', 'Sexual Orientation', 'Sexual Orientation (Please Describe)' and 'Preferred Name' fields.
  23. Note - Client Demographic field values filed in 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' forms may also be confirmed via the Avatar Cal-PM 'Update Client Data' form.
  24. Open Crystal Reports or other SQL reporting tool.
  25. In Avatar Cal-PM SQL tables 'SYSTEM.patient_current_demographics' and 'SYSTEM.patient_demographic_history', ensure that values are present for all information filed via Avatar Cal-PM 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form including the following fields:
  26. 'gender_identity_code' / 'gender_identity_value'
  27. 'gender_identity_other'
  28. 'sexual_orientation_code' / 'sexual_orientation_value'
  29. 'sexual_orientation_other'
  30. In Avatar Cal-PM SQL tables 'SYSTEM.view_episode_summary_admit', 'SYSTEM.view_episode_summary_current' and 'SYSTEM.view_episode_summary_discharge', ensure that values are present for all information filed via Avatar Cal-PM 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form including the following fields:
  31. 'gender_identity_code' / 'gender_identity_value'
  32. 'gender_identity_other'
  33. 'sexual_orientation_code' / 'sexual_orientation_value'
  34. 'sexual_orientation_other'

Note - myAvatar/Avatar NX 'Form Designer' changes for the Gender Identify/Sexual Orientation fields noted above are included in Avatar Cal-PM 2022 Update 80; It may be necessary to revert to the 'Netsmart Produced Changes' Form Designer version for the 'Demographics' and/or 'Other Client Data' sections of 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form for field changes above to be reflected if not present/reflected following Avatar Cal-PM 2022 Update 80 installation.

Scenario 7: Avatar Cal-PM 'Admission' - Verification of Veteran Information Fields
Specific Setup:
  • Crystal Reports or other SQL reporting tool
Steps
  1. Open Avatar Cal-PM 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form.
  2. In Client Search form, enter values for client search criteria and click 'Search' button.
  3. Click 'New Client' button for Admission form entry/new client creation (or select Client Search result row for existing client Admission entry/update).
  4. Enter/select values for 'Client Name', 'Sex', 'Preadmit/Admission Date', 'Preadmit/Admission Time', 'Program', 'Type Of Admission', 'Admitting Practitioner' and any other required/desired fields in main form section.
  5. Navigate to 'Demographics' section of form.
  6. Ensure that the following fields are present in 'Demographics' section of 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form:
  7. 'Veteran'
  8. 'Military Related Disability'
  9. 'Military Branch Of Service'
  10. 'Military Service From'
  11. 'Military Service To'
  12. Ensure that the Veteran Information fields noted above are relocated to/only present in in 'Demographics' section of 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form (and no longer present in 'Other Client Data' section of form).
  13. Select value in 'Veteran' field (Yes/No).
  14. Select value in 'Military Related Disability' field (Yes/No).
  15. Select value in 'Military Branch Of Service' field.
  16. Ensure that the 'Military Service From' and 'Military Service To' fields are enabled if value is selected for 'Military Branch Of Service' field; enter value(s) in 'Military Service From' and 'Military Service To' fields if enabled/desired.
  17. Enter/select values for any other fields in form as required/desired.
  18. Click 'Submit' button to file 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form.
  19. Re-open Avatar Cal-PM 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form for same client/episode as filed above.
  20. Navigate to 'Demographics' section of form.
  21. Ensure that previously filed values are present in 'Veteran', 'Military Related Disability', 'Military Branch Of Service', 'Military Service From' and 'Military Service To' fields.
  22. Note - Client Demographic field values filed in 'Admission', 'Admission (Outpatient)' or 'Pre Admit' forms may also be confirmed via the Avatar Cal-PM 'Update Client Data' form.
  23. Open Crystal Reports or other SQL reporting tool.
  24. In Avatar Cal-PM SQL tables 'SYSTEM.patient_current_demographics' and 'SYSTEM.patient_demographic_history', ensure that values are present for all information filed via Avatar Cal-PM 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form including the following fields:
  25. 'veteran_code' / 'veteran_value'
  26. 'military_related_dis_code' /'military_related_dis_value'
  27. 'military_branch_code' / 'military_branch_value'
  28. 'military_service_from_date'
  29. 'military_service_through_date'
  30. In Avatar Cal-PM SQL table 'SYSTEM.admission_data', ensure that values are present for all information filed via Avatar Cal-PM 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form including the following fields:
  31. 'veteran_code' / 'veteran_value'
  32. 'military_related_dis_code' /'military_related_dis_value'
  33. 'military_branch_code' / 'military_branch_value'
  34. 'military_service_from_date'
  35. 'military_service_through_date'

Note - myAvatar/Avatar NX 'Form Designer' changes for the Veteran Information fields noted above are included in Avatar Cal-PM 2022 Update 80; It may be necessary to revert to the 'Netsmart Produced Changes' Form Designer version for the 'Demographics' and/or 'Other Client Data' sections of 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form for field changes above to be reflected if not present/reflected following Avatar Cal-PM 2022 Update 80 installation.

Scenario 8: Avatar Cal-PM 'Update Client Data' - Verification of Veteran Information Fields
Specific Setup:
  • Existing Avatar Cal-PM client record(s) for Demographic information view/update
  • Crystal Reports or other SQL reporting tool
Steps
  1. Open Avatar Cal-PM 'Update Client Data' form.
  2. Select existing client for Demographic information update.
  3. Ensure that the following fields are present in 'Demographics' section of 'Update Client Data' form (main form section):
  4. 'Veteran'
  5. 'Military Related Disability'
  6. 'Military Branch Of Service'
  7. 'Military Service From'
  8. 'Military Service To'
  9. Ensure that fields noted above are populated with existing Client Demographic values/information in form display.
  10. Select value in 'Veteran' field (Yes/No).
  11. Select value in 'Military Related Disability' field (Yes/No).
  12. Select value in 'Military Branch Of Service' field.
  13. Ensure that the 'Military Service From' and 'Military Service To' fields are enabled if value is selected for 'Military Branch Of Service' field; enter value(s) in 'Military Service From' and 'Military Service To' fields if enabled/desired.
  14. Enter/select values for any other fields in form as required/desired.
  15. Click 'Submit' button to file 'Update Client Data form.
  16. Re-open Avatar Cal-PM 'Update Client Data' form for same client as filed above.
  17. Ensure that previously filed values are present in 'Veteran', 'Military Related Disability', 'Military Branch Of Service', 'Military Service From' and 'Military Service To' fields.
  18. Open Crystal Reports or other SQL reporting tool.
  19. In Avatar Cal-PM SQL tables 'SYSTEM.patient_current_demographics' and 'SYSTEM.patient_demographic_history', ensure that values are present for all information filed via Avatar Cal-PM 'Update Client Data' form including the following fields:
  20. 'veteran_code' / 'veteran_value'
  21. 'military_related_dis_code' /'military_related_dis_value'
  22. 'military_branch_code' / 'military_branch_value'
  23. 'military_service_from_date'
  24. 'military_service_through_date'
  25. In Avatar Cal-PM SQL table 'SYSTEM.admission_data, ensure that values are present for all information filed via Avatar Cal-PM 'Update Client Data' form including the following fields:
  26. 'veteran_code' / 'veteran_value'
  27. 'military_related_dis_code' /'military_related_dis_value'
  28. 'military_branch_code' / 'military_branch_value'
  29. 'military_service_from_date'
  30. 'military_service_through_date'

Note - myAvatar/Avatar NX 'Form Designer' changes for the Veteran Information fields noted above are included in Avatar Cal-PM 2022 Update 80; It may be necessary to revert to the 'Netsmart Produced Changes' Form Designer version for the 'Update Client Data' form for field changes above to be reflected if not present/reflected following Avatar Cal-PM 2022 Update 80 installation.

Scenario 9: Avatar Cal-PM 'Discharge' - Verification of Veteran Information Fields
Specific Setup:
  • Existing Avatar Cal-PM client/episode record(s) for 'Discharge', 'Discharge (Outpatient)' and/or 'Pre Admit Discharge' entry
  • Crystal Reports or other SQL reporting tool
Steps
  1. Open Avatar Cal-PM 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form.
  2. Select existing client/episode for Discharge entry.
  3. Enter/select values for 'Date Of Discharge', 'Discharge Time', 'Type Of Discharge', 'Discharge Practitioner' and any other required/desired fields in main form section.
  4. Navigate to 'Demographics' section of form.
  5. Ensure that the following fields are present in 'Demographics' section of 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form:
  6. 'Veteran'
  7. 'Military Related Disability'
  8. 'Military Branch Of Service'
  9. 'Military Service From'
  10. 'Military Service To'
  11. Ensure that the Veteran Information fields noted above are relocated to/only present in 'Demographics' section of 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form (and no longer present in 'Other Client Data' section of form).
  12. Select value in 'Veteran' field (Yes/No).
  13. Select value in 'Military Related Disability' field (Yes/No).
  14. Select value in 'Military Branch Of Service' field.
  15. Ensure that the 'Military Service From' and 'Military Service To' fields are enabled if value is selected for 'Military Branch Of Service' field; enter value(s) in 'Military Service From' and 'Military Service To' fields if enabled/desired.
  16. Enter/select values for any other fields in form as required/desired.
  17. Click 'Submit' button to file 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form.
  18. Re-open Avatar Cal-PM 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form for same client/episode as filed above.
  19. Navigate to 'Demographics' section of form.
  20. Ensure that previously filed values are present in 'Veteran', 'Military Related Disability', 'Military Branch Of Service', 'Military Service From' and 'Military Service To' fields.
  21. Note - Client Demographic field values filed in 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' forms may also be confirmed via the Avatar Cal-PM 'Update Client Data' form.
  22. Open Crystal Reports or other SQL reporting tool.
  23. In Avatar Cal-PM SQL tables 'SYSTEM.patient_current_demographics' and 'SYSTEM.patient_demographic_history', ensure that values are present for all information filed via Avatar Cal-PM 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form including the following fields:
  24. 'veteran_code' / 'veteran_value'
  25. 'military_related_dis_code' /'military_related_dis_value'
  26. 'military_branch_code' / 'military_branch_value'
  27. 'military_service_from_date'
  28. 'military_service_through_date'

Note - myAvatar/Avatar NX 'Form Designer' changes for the Veteran Information fields noted above are included in Avatar Cal-PM 2022 Update 80; It may be necessary to revert to the 'Netsmart Produced Changes' Form Designer version for the 'Demographics' and/or 'Other Client Data' sections of 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form for field changes above to be reflected if not present/reflected following Avatar Cal-PM 2022 Update 80 installation.

Scenario 10: 'Cal-OMS Submission' - Verification Of 'Lesbian, Gay, Bisexual, Transgender (LGBT)' Field
Specific Setup:
  • Avatar Cal-PM Registry Setting 'Enable LA County Reporting Requirements' may optionally be enabled/disabled (set to 'YC', 'Y' or 'N')
  • One or more Cal-OMS Admission records eligible for submission/inclusion in 'Cal-OMS Submission' file compilation
Steps
  1. Open Avatar Cal-PM 'Cal-OMS Submission' form.
  2. Set 'Option' field to 'Compile', and enter 'Through Date' value which will include Cal-OMS Admission record(s).
  3. Click 'Submit' button for Cal-OMS Submission file compilation.
  4. Ensure that file compilation is completed successfully.
  5. Set 'Option' field to 'Print', and select compiled Cal-OMS Submission file.
  6. In Cal-OMS Submission compiled data/records (opened using the 'Print Selected File...Information' buttons), ensure that Cal-OMS submission data includes 'Lesbian, Gay, Bisexual, Transgender (LGBT)' field value for Cal-OMS Admission records as follows:
  7. Where Avatar Cal-PM Registry Setting 'Enable LA County Reporting Requirements' is set to 'YC' or 'N', 'Lesbian, Gay, Bisexual, Transgender (LGBT)' field value for Cal-OMS Submission/Admission records is determined by Client Demographic/Admission 'Sexual Orientation' value (and 'Sex' value where noted) as follows:
  8. The value defined for 'Sexual Orientation' extended dictionary 'Are you heterosexual, lesbian, gay, bisexual, transgender or do you question your sexual orientation?' is used to determine/populate 'Lesbian, Gay, Bisexual, Transgender (LGBT)' field value for Cal-OMS Submission/Admission records (CID-20), excepting the following cases:
  9. Where 'Sexual Orientation' in Client Demographic/Admission is equal to 'Lesbian, gay or homosexual' (38628009) and 'Sex' is equal to 'Male', the 'Lesbian, Gay, Bisexual, Transgender (LGBT)' field value for Cal-OMS Submission/Admission records (CID-20) is populated as 'Gay (male)'
  10. Where 'Sexual Orientation' in Client Demographic/Admission is equal to 'Lesbian, gay or homosexual' (38628009)' and 'Sex' is equal to 'Female', the 'Lesbian, Gay, Bisexual, Transgender (LGBT)' field value for Cal-OMS Submission/Admission records (CID-20) is populated as 'Lesbian (female)'
  11. For all 'Sexual Orientation' data cases (including cases where Client Demographic 'Sex' is defined as 'Unknown' or 'Other' and 'Sexual Orientation' is defined as 'Lesbian, gay or homosexual', and cases where Client Demographic 'Sexual Orientation' is not defined), the 'Lesbian, Gay, Bisexual, Transgender (LGBT)' field value for Cal-OMS Submission/Admission records (CID-20) is populated as 'Declined To State'
  12. Where Avatar Cal-PM Registry Setting 'Enable LA County Reporting Requirements' is set to 'Y', 'Lesbian, Gay, Bisexual, Transgender (LGBT)' field value for Cal-OMS Submission/Admission records (CID-20) is determined directly from 'Cal-OMS Admission' field 'For Classification Purpose, What Is Your Sexual Orientation?'
  13. For Outside Provider Cal-OMS Admission records/submissions included in 'Cal-OMS Submission' compilation, 'Lesbian, Gay, Bisexual, Transgender (LGBT)' field value for Cal-OMS Submission/Admission records is determined directly from 'Outside Provider Cal-OMS Admission' field 'Are you heterosexual, lesbian, gay, bisexual, transgender or do you question your sexual orientation?' (regardless of Avatar Cal-PM Registry Setting 'Enable LA County Reporting Requirements' value)
  14. Set 'Option' field to 'Submit (Create File)'.
  15. Click 'Submit' button for Cal-OMS Submission file creation.
  16. Ensure that Cal-OMS Submission files are created on server in the designated output directory.
  17. Ensure that 'Lesbian, Gay, Bisexual, Transgender (LGBT)' (field/position CID-20) in Cal-OMS Submission/Admission files created contains value defined for Client Demographic 'Sexual Orientation' field as detailed above.
Scenario 11: Avatar Cal-PM 'ClientAdmission' Web Service - Verification of Web Service Filing
Specific Setup:
  • External application utilizing the Avatar Cal-PM 'ClientAdmission' web service
Steps
  1. In use of the Avatar Cal-PM Client Admission web service (WEBSVC.ClientAdmission.cls), ensure that the following items/elements are present in web service definition for AddAdmission and UpdateAdmission methods:
  2. GenderIdentity ('Gender Identity')
  3. GenderIdentityOther ('Gender Identity (Please Describe)')
  4. SexualOrientation ('Sexual Orientation')
  5. SexualOrientationOther ('Sexual Orientation (Please Describe)')
  6. Veteran ('Veteran')
  7. MilitaryRelatedDisability ('Military Related Disability')
  8. MilitaryBranchOfService ('Military Branch Of Service')
  9. MilitaryServiceFrom ('Military Service From')
  10. MilitaryServiceTo ('Military Service To')
  11. Submit Client Admission 'AddAdmission' and/or 'UpdateAdmission' web service request.
  12. In Client Admission web service response, ensure that successful filing confirmation message is returned (including client/episode information).
  13. Examples:
  14. <AddAdmissionResult><Confirmation>Client Unique ID : 1234 Episode Number : 1</Confirmation><Message>Client Admission web service has been filed successfully.</Message><Status>1</Status></AddAdmissionResult>
  15. <UpdateAdmissionResult><Confirmation>Client Unique ID : 1234 Episode Number : 1</Confirmation><Message>Client Admission web service has been filed successfully.</Message><Status>1</Status></UpdateAdmissionResult>
  16. Open Avatar Cal-PM 'Admission' form.
  17. Select client/episode filed via web service.
  18. Ensure that values filed via web service for items/elements noted above are present in respective fields in 'Admission' form.
  19. Note - 'Admission' data filed via 'ClientAdmission' web service may also be directly confirmed via Avatar Cal-PM SQL tables 'SYSTEM.patient_current_demographics', 'SYSTEM.view_episode_summary_admit' and/or 'SYSTEM.admission_data'
Scenario 12: Avatar Cal-PM 'ClientDemographics' Web Service - Verification of Web Service Filing
Specific Setup:
  • External application utilizing the Avatar Cal-PM 'ClientDemographics' web service
Steps
  1. In use of the Avatar Cal-PM Client Demographics web service (WEBSVC.ClientDemographics.cls), ensure that the following items/elements are present in web service definition for UpdateClientDemographics method:
  2. GenderIdentity ('Gender Identity')
  3. GenderIdentityOther ('Gender Identity (Please Describe)')
  4. SexualOrientation ('Sexual Orientation')
  5. SexualOrientationOther ('Sexual Orientation (Please Describe)')
  6. Veteran ('Veteran')
  7. MilitaryRelatedDisability ('Military Related Disability')
  8. MilitaryBranchOfService ('Military Branch Of Service')
  9. MilitaryServiceFrom ('Military Service From')
  10. MilitaryServiceTo ('Military Service To')
  11. Submit Client Demographics 'UpdateClientDemographics' web service request.
  12. In Client Demographics web service response, ensure that successful filing confirmation message is returned (including client/episode information).
  13. Example:
  14. <UpdateClientDemographicsResult><Confirmation><![CDATA[<Confirmation><Guid>DC13D9A3-4606-4465-8888-31FF4E7A6917</Guid><UTCTimeStamp>2022-12-12 19:34:05</UTCTimeStamp></Confirmation>]]></Confirmation><Message>Client Demographics web service has been filed successfully.</Message><Status>1</Status></UpdateClientDemographicsResult>
  15. Open Avatar Cal-PM 'Update Client Data' form.
  16. Select client filed via web service.
  17. Ensure that values filed via web service for items/elements noted above are present in respective fields in 'Admission' form.
  18. Note - 'Update Client Data' information filed via 'ClientDemographics' web service may also be directly confirmed via Avatar Cal-PM SQL tables 'SYSTEM.patient_current_demographics', 'SYSTEM.view_episode_summary_admit' and/or 'SYSTEM.admission_data'
Avatar Cal-PM Sexual Orientation/Gender Identification/Veteran Information Conversion
Scenario 1: Avatar Cal-PM Client Demographic Information - Verification of Sex/Gender Identity/Sexual Orientation Information Conversion
Specific Setup:
  • Existing Avatar Cal-PM Client Demographic/Admission episode record(s) including values for the following updated fields:
  • 'Sex'
  • 'Are you heterosexual, lesbian, gay, bisexual, transgender or do you question your sexual orientation?'
  • 'Veteran'
  • 'Military Branch Of Service'
  • 'Military Service From'
  • 'Military Service To'
  • 'Military Related Disability'
Steps
  1. Open Avatar Cal-PM 'Update Client Data' form.
  2. Select client record existing prior to installation of Avatar Cal-PM 2022 Update 80, where values exist for one or more of the following fields:
  3. 'Sex'
  4. 'Are you heterosexual, lesbian, gay, bisexual, transgender or do you question your sexual orientation?'
  5. 'Veteran'
  6. 'Military Branch Of Service'
  7. 'Military Service From'
  8. 'Military Service To'
  9. 'Military Related Disability'
  10. Ensure that the following fields/values are populated/updated as specified for existing client records following installation of Avatar Cal-PM 2022 Update 80:
  11. 'Sex' field values
  12. If 'Sex' = 'MTF' (Transgender (M To F)) prior to update, 'Sex' value = 'M' (Male) following update installation
  13. If 'Sex' = 'FTM' (Transgender (F to M)) prior to update, 'Sex' value = 'F' (Female) following update installation
  14. 'Sexual Orientation' field values
  15. If 'Are you heterosexual...' = '1' (Heterosexual/Straight) prior to update, 'Sexual Orientation' value = '20430005' (Straight or heterosexual) following update installation
  16. If 'Are you heterosexual...' = '2' (Lesbian (female)) prior to update, 'Sexual Orientation' value = '38628009' (Lesbian, gay or homosexual) following update installation
  17. If 'Are you heterosexual...' = '3' (Gay (male)) prior to update, 'Sexual Orientation' value = '38628009' (Lesbian, gay or homosexual) following update installation
  18. If 'Are you heterosexual...' = '4' (Bisexual) prior to update, 'Sexual Orientation' value = '42035005' (Bisexual) following update installation
  19. If 'Are you heterosexual...' = '5' (Unsure / Questioning) prior to update, 'Sexual Orientation' value = 'UNK' (Do Not Know) following update installation
  20. If 'Are you heterosexual...' = '6' (Declined To State) prior to update, 'Sexual Orientation' value = 'ASKU' (Chose Not To Disclose) following update installation
  21. If 'Are you heterosexual...' = '7' (Transgender) prior to update, 'Sexual Orientation' value = 'OTH' (Something else, please describe) following update installation and 'Sexual Orientation (Please Describe)' field populated with value "Transgender"
  22. 'Gender Identity' field values
  23. If 'Sex' = 'M' (Male) prior to update, 'Gender Identity' value = '446151000124109' (Male) following update installation
  24. If 'Sex' = 'F' (Female) prior to update, 'Gender Identity' value = '446141000124107' (Female) following update installation
  25. If 'Sex' = 'MTF' (Transgender (M to F)) prior to update, 'Gender Identity' value = '407376001' (Male-to-Female (MTF)/Transgender Female/Trans Woman) following update installation
  26. If 'Sex' = 'FTM' (Transgender (F to M)) prior to update, 'Gender Identity' value = '407377005' (Female-to-Male (FTM)/Transgender Male/Trans Man) following update installation
  27. If 'Sex' = 'O' (Other) prior to update, 'Gender Identity' value = 'ASKU' (Chose not to disclose) following update installation
  28. If 'Sex' = 'U' (Unknown) prior to update, 'Gender Identity' value = 'ASKU' (Chose not to disclose) following update installation
  29. Veteran Information field values (Veteran', 'Military Branch Of Service', 'Military Service From', 'Military Service To' and 'Military Related Disability')
  30. Ensure Client Demographic Veteran Information fields noted above are populated with values from most recent episode/Admission record (based on 'Preadmit/Admission Date' value) where 'Veteran' (Yes/No) field has value defined.

Note - Acceptance testing may also be confirmed directly via Avatar Cal-PM SQL tables 'SYSTEM.patient_current_demographics', 'SYSTEM.view_episode_summary_admit' and/or 'SYSTEM.admission_data'
Topics
• Cost Report Data Compile • NX • Women's Heath History • Dictionary • Client Management • Pre Admit • Admission • Admission (Outpatient) • Update Client Data • Discharge • Pre Admit Discharge • Cal-Oms Admission • Cal-OMS • Web Services
2022 Update 82 Summary | Details
Cal-OMS Admission - Form Submission
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Program Maintenance
  • Admission (Outpatient)
  • Cal-OMS Admission
  • Dictionary Update (PM)
Scenario 1: Cal-OMS Admission - Form submission with the required fields only
Specific Setup:
  • Registry Setting:
  • The 'Enable LA County Reporting Requirements' registry setting is set to 'Y'.
  • Dictionary Update:
  • A Cal-OMS Outside Provider must be defined in the Dictionary Update form. This dictionary code has an extended dictionary data element Cal-OMS Type Of Service. Note the dictionary code/values, Extended dictionary codes/values.
  • File – CalOMS File
  • Dictionary – 70701 Outside Provider
  • Dictionary Code - 221001
  • Dictionary value - desired value
  • Extended Dictionary Data Element - Cal-OMS Type of Service
  • Extended Dictionary Value - desired value
  • Program Maintenance:
  • Create a new Cal-OMS program or identify an existing program to update.
  • The 'Provider ID (CalOMS)' field contains the value defined for the program (221001) in the 'Outside Provider' dictionary.
  • The 'Cal-OMS Type of Service' field contains the same value as Dictionary 70701's Extended Dictionary Value for the Outside Provider created.
  • Note the program code/name.
  • Admission:
  • A new client is admitted in the program defined above. Note the Client id/name, Admission Date.
Steps
  1. Open "Cal-OMS Admission" form.
  2. Select any client from the "Select Client" dialog window.
  3. Select an episode from the "Episode" selection dialog window. Note: the episode selection will display only when the client has more than one active episode.
  4. Verify the "Form Serial Number" alphanumeric field is populated with a value.
  5. Verify the "Record to be Submitted" is defaulted.
  6. Verify the "Unique Participant ID:" number alphanumeric field is populated with a value.
  7. Verify "Flag for Cal-OMS Submission" field is defaulted to "Yes".
  8. Verify the selected client first name displays in the "Birth First Name" field.
  9. Verify the selected client last name displays in the "Birth Last Name" field.
  10. Verify the selected client first name displays in the "Current First Name" field.
  11. Verify the selected client last name displays in the "Current Last Name" field.
  12. Complete all the required fields.
  13. Click [Submit].
  14. Verify the system displays the missing fields' error.
  15. Click [Return to Form].
  16. Verify the system navigates the user to the form.
  17. Click [Submit].
  18. Verify the system displays the missing fields' error.
  19. Click [Continue Filing].
  20. Verify the system navigates the user to the home view.
Scenario 2: Cal-OMS Admission - Form submission with the required and optional fields
Specific Setup:
  • Registry Setting:
  • The 'Enable LA County Reporting Requirements' registry setting is set to 'Y'.
  • Dictionary Update:
  • A Cal-OMS Outside Provider must be defined in the Dictionary Update form. This dictionary code has an extended dictionary data element Cal-OMS Type Of Service. Note the dictionary code/values, Extended dictionary codes/values.
  • File – CalOMS File
  • Dictionary – 70701 Outside Provider
  • Dictionary Code - 221001
  • Dictionary value - desired value
  • Extended Dictionary Data Element - Cal-OMS Type of Service
  • Extended Dictionary Value - desired value
  • Program Maintenance:
  • Create a new Cal-OMS program or identify an existing program to update.
  • The 'Provider ID (CalOMS)' field contains the Dictionary (70701) value defined for the program (221001).
  • The 'Cal-OMS Type of Service' field contains the same value as Dictionary 70701's Extended Dictionary Value for the Outside Provider created.
  • Note the program code/name.
  • Admission:
  • A new client is admitted in the program defined above. Note the client id/name.
Steps
  1. Open "Cal-OMS Admission" form.
  2. Select desired client from the 'Select Client' dialog window.
  3. Select an episode from the 'Episode' selection dialog window. Note: the episode selection will display only when the client has more than one active episode.
  4. Verify the "Form Serial Number" alphanumeric field is populated with a value.
  5. Verify the "Record to be Submitted" is defaulted.
  6. Verify the "Unique Participant ID:" number alphanumeric field is populated with a value.
  7. Verify "Flag for Cal-OMS Submission" field is defaulted to "Yes".
  8. Verify the selected client first name displays in the "Birth First Name" field.
  9. Verify the selected client last name displays in the "Birth Last Name" field.
  10. Verify the selected client first name displays in the "Current First Name" field.
  11. Verify the selected client last name displays in the "Current Last Name" field.
  12. Complete all the required and optional fields as needed.
  13. Click [Submit].
  14. Verify the form submits successfully.
  15. Open "Cal-OMS Admission" form.
  16. Select the same client from the "Select Client" dialog window as used in previous test steps.
  17. Verify the fields are populated as submitted.
  18. Close the form.
Topics
• Cal-Oms Admission • NX
2022 Update 91 Summary | Details
Avatar Cal-PM is updated to capture additional information
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Discharge (Outpatient)
  • Discharge
  • Dictionary Update (PM)
  • Admission (Outpatient)
  • Pre Admit Discharge
  • Call Intake
  • Client Admission Web Service
  • Client Demographics Web Service
Scenario 1: 'Discharge (Outpatient)' - Field Validations
Specific Setup:
  • A client is enrolled in an existing outpatient episode (Client A).
Steps
  1. Select "Client A" and access the 'Discharge (Outpatient)' form.
  2. Select an existing episode and click [Edit].
  3. Ensure that 'Address Start Date' field is present in the 'Demographics' section of the 'Discharge (Outpatient)' form.
  4. Enter a value in 'Address Start Date' field. Note that entering future dates will generate a pop up message indicating future dates are not allowed. Invalid dates will generate a pop-up message indicating the format is not valid.
  5. Enter/select values for all other required/desired fields in form.
  6. Click [Submit].
  7. Select "Client A" and access the 'Discharge (Outpatient)' form.
  8. Select the discharged episode and click [Edit].
  9. Validate the 'Address Start Date' field displays 'Address Start Date' value from previously filed record.
  10. Close the form.
  11. Access Crystal Reports or other SQL reporting tool.
  12. Create a report using the 'SYSTEM.patient_current_demographics' SQL table.
  13. Validate the 'address_start_date' field is present and contains the previously filed value.
  14. Close the report.
  15. Create a report using the 'SYSTEM.patient_demographic_history' SQL table.
  16. Validate the 'address_start_date' field is present and contains the previously filed value.
  17. Close the report.
Scenario 2: 'Discharge' form - Field Validation
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Discharge' form.
  2. Select an existing episode and click [Edit].
  3. Ensure that 'Address Start Date' field is present in the 'Demographics' section of the 'Discharge' form.
  4. Enter a value in 'Address Start Date' field. Note that entering future dates will generate a pop up message indicating future dates are not allowed. Invalid dates will generate a pop-up message indicating the format is not valid.
  5. Enter/select values for all other required/desired fields in form.
  6. Click [Submit].
  7. Select "Client A" and access the 'Discharge' form.
  8. Select the discharged episode and click [Edit].
  9. Validate the 'Address Start Date' field displays 'Address Start Date' value from previously filed record.
  10. Close the form.
  11. Access Crystal Reports or other SQL reporting tool.
  12. Create a report using the 'SYSTEM.patient_current_demographics' SQL table.
  13. Validate the 'address_start_date' field is present and contains the previously filed value.
  14. Close the report.
  15. Create a report using the 'SYSTEM.patient_demographic_history' SQL table.
  16. Validate the 'address_start_date' field is present and contains the previously filed value.
  17. Close the report.
Scenario 3: Cal-PM - Dictionary Update - Validate the 'Type Of Discharge' dictionary
Specific Setup:
  • Existing dictionary values on file for the 'Client' - '(970) Type of Discharge' dictionary.
Steps
  1. Access the 'Dictionary Update' form.
  2. Select "Client" in the 'File' field.
  3. Select "(970) Type of Discharge" 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 "(739) Encounter Discharge (FHIR)" 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 "Client" in the 'File' field.
  13. Select "Individual Data Element" in the 'Individual or All Data Elements' field.
  14. Select "(970) Type of Discharge" in the 'Data Element' field.
  15. Click [Print Dictionary].
  16. Validate the report displays the updated dictionary with the "(739) Encounter Discharge (FHIR)" extended dictionary value populated.
  17. Close the report and the form.
Scenario 4: Cal-PM - Dictionary Update - Validate the 'Treatment Service' dictionary
Specific Setup:
  • Existing dictionary values on file for the 'Client' - '(101) Treatment Service' dictionary.
Steps
  1. Access the 'Dictionary Update' form.
  2. Select "Client" in the 'File' field.
  3. Select "(101) Treatment Service" 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 "(740) Program (FHIR)" 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 "Client" in the 'File' field.
  13. Select "Individual Data Element" in the 'Individual or All Data Elements' field.
  14. Select "(101) Treatment Service" in the 'Data Element' field.
  15. Click [Print Dictionary].
  16. Validate the report displays the updated dictionary with the "(740) Program (FHIR)" extended dictionary value populated.
  17. Close the report and the form.
Scenario 5: Cal-PM - Dictionary Update - Validate the 'RRG' dictionary
Specific Setup:
  • Existing dictionary values on file for the 'Client' - '(1141) RRG' dictionary.
Steps
  1. Access the 'Dictionary Update' form.
  2. Select "Client" in the 'File' field.
  3. Select "(1141) RRG" 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 "(741) Service Type (FHIR)" 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 "Client" in the 'File' field.
  13. Select "Individual Data Element" in the 'Individual or All Data Elements' field.
  14. Select "(1141) RRG" in the 'Data Element' field.
  15. Click [Print Dictionary].
  16. Validate the report displays the updated dictionary with the "(741) Service Type (FHIR)" extended dictionary value populated.
  17. Close the report and the form.
Scenario 6: 'Admission' form - Field Validation
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Admission' form.
  2. Select an existing episode and click [Edit].
  3. Ensure that 'Address Start Date' field is present in the 'Demographics' section of the 'Admission' form.
  4. Enter a value in 'Address Start Date' field. Note that entering future dates will generate a pop up message indicating future dates are not allowed. Invalid dates will generate a pop-up message indicating the format is not valid.
  5. Enter/select values for all other required/desired fields in form.
  6. Click [Submit].
  7. Select "Client A" and access the 'Admission' form.
  8. Select an existing episode and click [Edit].
  9. Validate the 'Address Start Date' field displays 'Address Start Date' value from previously filed record.
  10. Close the form.
  11. Access Crystal Reports or other SQL reporting tool.
  12. Create a report using the 'SYSTEM.patient_current_demographics' SQL table.
  13. Validate the 'address_start_date' field is present and contains the previously filed value.
  14. Close the report.
  15. Create a report using the 'SYSTEM.patient_demographic_history' SQL table.
  16. Validate the 'address_start_date' field is present and contains the previously filed value.
  17. Close the report.
Scenario 7: 'Update Client Data' form - Verification of 'Client Demographics' form fields
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Update Client Data' form.
  2. Ensure that 'Address Start Date' field is present.
  3. Enter a value in 'Address Start Date' field. Note that entering future dates will generate a pop up message indicating future dates are not allowed. Invalid dates will generate a pop-up message indicating the format is not valid.
  4. Populate any other desired fields.
  5. Click [Submit].
  6. Select "Client A" and access the 'Update Client Data' form.
  7. Validate the 'Address Start Date' field displays 'Address Start Date' value from previously filed record.
  8. Close the form.
  9. Access Crystal Reports or other SQL reporting tool.
  10. Create a report using the 'SYSTEM.patient_current_demographics' SQL table.
  11. Validate the 'address_start_date' field is present and contains the previously filed value.
  12. Close the report.
  13. Create a report using the 'SYSTEM.patient_demographic_history' SQL table.
  14. Validate the 'address_start_date' field is present and contains the previously filed value.
  15. Close the report.
Scenario 8: 'Admission (Outpatient)' - field validation
Specific Setup:
  • A client is enrolled in an existing outpatient episode (Client A).
Steps
  1. Select "Client A" and access the 'Admission (Outpatient)' form.
  2. Select an existing episode and click [Edit].
  3. Ensure that 'Address Start Date' field is present in the 'Demographics' section of the 'Admission (Outpatient)' form.
  4. Enter a value in 'Address Start Date' field. Note that entering future dates will generate a pop up message indicating future dates are not allowed. Invalid dates will generate a pop-up message indicating the format is not valid.
  5. Enter/select values for all other required/desired fields in form.
  6. Click [Submit].
  7. Select "Client A" and access the 'Admission (Outpatient)' form.
  8. Select an existing episode and click [Edit].
  9. Validate the 'Address Start Date' field displays 'Address Start Date' value from previously filed record.
  10. Close the form.
  11. Access Crystal Reports or other SQL reporting tool.
  12. Create a report using the 'SYSTEM.patient_current_demographics' SQL table.
  13. Validate the 'address_start_date' field is present and contains the previously filed value.
  14. Close the report.
  15. Create a report using the 'SYSTEM.patient_demographic_history' SQL table.
  16. Validate the 'address_start_date' field is present and contains the previously filed value.
  17. Close the report.
Scenario 9: 'Pre Admit' form - field validation
Specific Setup:
  • A client is enrolled in an existing Pre Admit program (Client A).
Steps
  1. Select "Client A" and access the 'Pre Admit' form.
  2. Select an existing pre admit episode and click [Edit].
  3. Ensure that 'Address Start Date' field is present in the 'Demographics' section of the 'Pre Admit' form.
  4. Enter a value in 'Address Start Date' field. Note that entering future dates will generate a pop up message indicating future dates are not allowed. Invalid dates will generate a pop-up message indicating the format is not valid.
  5. Enter/select values for all other required/desired fields in form.
  6. Click [Submit].
  7. Select "Client A" and access the 'Pre Admit' form.
  8. Select an existing pre admit episode and click [Edit].
  9. Validate the 'Address Start Date' field displays 'Address Start Date' value from previously filed record.
  10. Close the form.
  11. Access Crystal Reports or other SQL reporting tool.
  12. Create a report using the 'SYSTEM.patient_current_demographics' SQL table.
  13. Validate the 'address_start_date' field is present and contains the previously filed value.
  14. Close the report.
  15. Create a report using the 'SYSTEM.patient_demographic_history' SQL table.
  16. Validate the 'address_start_date' field is present and contains the previously filed value.
  17. Close the report.
Scenario 10: 'Pre Admit Discharge' - field validation
Specific Setup:
  • A client is enrolled in an existing Pre Admit program (Client A).
Steps
  1. Select "Client A" and access the 'Pre Admit Discharge' form.
  2. Select an existing pre admit episode and click [Edit].
  3. Ensure that 'Address Start Date' field is present in the 'Demographics' section of the 'Pre Admit Discharge' form.
  4. Enter a value in 'Address Start Date' field. Note that entering future dates will generate a pop up message indicating future dates are not allowed. Invalid dates will generate a pop-up message indicating the format is not valid.
  5. Enter/select values for all other required/desired fields in form.
  6. Click [Submit].
  7. Select "Client A" and access the 'Pre Admit Discharge' form.
  8. Select the discharged pre admit episode and click [Edit].
  9. Validate the 'Address Start Date' field displays 'Address Start Date' value from previously filed record.
  10. Close the form.
  11. Access Crystal Reports or other SQL reporting tool.
  12. Create a report using the 'SYSTEM.patient_current_demographics' SQL table.
  13. Validate the 'address_start_date' field is present and contains the previously filed value.
  14. Close the report.
  15. Create a report using the 'SYSTEM.patient_demographic_history' SQL table.
  16. Validate the 'address_start_date' field is present and contains the previously filed value.
  17. Close the report.
Scenario 11: 'Call Intake' - field validation
Specific Setup:
  • A client is enrolled in an existing Call Intake program (Client A).
Steps
  1. Select "Client A" and access the 'Call Intake' form.
  2. Select the existing call intake record and click [Edit].
  3. Ensure that 'Address Start Date' field is present in the 'Demographics' section of the 'Call Intake' form.
  4. Enter a value in 'Address Start Date' field. Note that entering future dates will generate a pop up message indicating future dates are not allowed. Invalid dates will generate a pop-up message indicating the format is not valid.
  5. Enter/select values for all other required/desired fields in form.
  6. Click [Submit].
  7. Select "Client A" and access the 'Call Intake' form.
  8. SaveSelect the existing call intake record and click [Edit].
  9. Validate the 'Address Start Date' field displays 'Address Start Date' value from previously filed record.
  10. Close the form.
  11. Access Crystal Reports or other SQL reporting tool.
  12. Create a report using the 'SYSTEM.patient_current_demographics' SQL table.
  13. Validate the 'address_start_date' field is present and contains the previously filed value.
  14. Close the report.
  15. Create a report using the 'SYSTEM.patient_demographic_history' SQL table.
  16. Validate the 'address_start_date' field is present and contains the previously filed value.
  17. Close the report.
Scenario 12: Client Admission Web Service - Add Admission field validation
Specific Setup:
  • External application utilizing the Avatar Cal-PM 'ClientAdmission' web service
Steps
  1. In use of the Avatar Cal-PM Client Admission web service (WEBSVC.ClientAdmission.cls), ensure that the following items/elements are present in web service definition for AddAdmission method:
  2. AdmissionDate ('Preadmit/Admission Date')
  3. AdmissionTime ('Preadmit/Admission Time')
  4. AdmittingPractitioner ('Admitting Practitioner')
  5. ClientFirstName ('Client First Name')
  6. ClientLastName ('ClientLastName')
  7. ClientName ('ClientName')
  8. Program ('Program')
  9. Sex ('Sex')
  10. TypeOfAdmission ('Type of Admission')
  11. AddressStartDate ('Address Start Date')
  12. ClientAddressStreet ('Client's Address - Street')
  13. ClientAddressCity ('Client's Address - City')
  14. ClientAddressState ('Client's Address - State')
  15. ClientAddressZipcode ('Client's Address - Zipcode')
  16. Submit Client Admission 'AddAdmission' web service request.
  17. In Client Admission web service response, ensure that successful filing confirmation message is returned (including client/episode information).
  18. Access the 'Admission' form.
  19. Select client admitted via web service.
  20. Ensure that values filed via web service for items/elements noted above are present in respective fields in 'Admission' form.
Scenario 13: Avatar Cal-PM 'ClientDemographics' Web Service - Verification of Web Service Filing
Specific Setup:
  • External application utilizing the Avatar Cal-PM 'ClientDemographics' web service.
  • A client is enrolled in an existing episode.
Steps
  1. In use of the Avatar Cal-PM Client Demographics web service (WEBSVC.ClientDemographics.cls), ensure that the following items/elements are present in web service definition for UpdateClientDemographics method:
  2. ClientAddressCity ('Client's Address - City')
  3. ClientAddressState ('Client's Address - State')
  4. ClientAddressStreet ('Client's Address - Street')
  5. ClientAddressZipcode ('Client's Address - Zipcode')
  6. Address Start Date ('Address Start Date')
  7. Submit Client Demographics 'UpdateClientDemographics' web service request.
  8. In Client Demographics web service response, ensure that successful filing confirmation message is returned (including client/episode information).
  9. Example:
  10. <UpdateClientDemographicsResult><Confirmation><![CDATA[<Confirmation><Guid>DC13D9A3-4606-4465-8888-31FF4E7A6917</Guid><UTCTimeStamp>2022-12-12 19:34:05</UTCTimeStamp></Confirmation>]]></Confirmation><Message>Client Demographics web service has been filed successfully.</Message><Status>1</Status></UpdateClientDemographicsResult>
  11. Access the 'Update Client Data' form.
  12. Select client filed via web service.
  13. Ensure that values filed via web service for items/elements noted above are present in respective fields.
Topics
• Discharge • Dictionary • Admission • Update Client Data • Admission (Outpatient) • Pre Admit • Pre Admit Discharge • Call Intake • Web Services