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Avatar Cal-PM 2023 Monthly Release 2023.01.00 Acceptance Tests

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Update 8 Summary | Details
Discharge - OSHPD Reporting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Program Maintenance
  • Dictionary Update (PM)
  • Admission
  • OSHPD Other Information
  • Discharge
  • Flag Client for OSHPD Submission (report)
  • OSHPD Submission
Scenario 1: Validate OSHPD workflow: Admission, Discharge, OSHPD Other Information, Flag Client For OSHPD Submission, Submission
Specific Setup:
  • OSHPD enabled.
  • Program Maintenance: A program is identified that has a value of 'Yes' in 'OSHPD Program'.
  • Facility Defaults: Note the value of 'Output Path On Server for State Reporting Files' because this is where created files will be placed.
  • If needed, review the state specifications for OSHPD reporting.
Steps
  1. Open ‘Admission’.
  2. Admit a client into the ‘OSHPD’ program. Note the date of admission.
  3. Submit the form.
  4. Open ‘Discharge’ for the client and add data to a minimum of the required fields.
  5. Select the ‘OSHPD’ section.
  6. Validate that the new fields display:
  7. ‘OSHPD Address Number and Street Name’ – data will default from the address record.
  8. ‘OSHPD City’ – data will default from the address record.
  9. ‘OSHPD State’ – data will default from the address record.
  10. ‘OSHPD Country Code’- this input box is ready for data entry
  11. ‘OSHPD Homeless Indicator’ - this is a radio group is ready for selection.
  12. Enter/select all other desired data.
  13. Submit the form.
  14. Open ‘OSHPD Other Information’ for the client.
  15. Select the ‘OSHPD Diagnosis Code(s)’ section.
  16. Click ‘Add New Item’.
  17. Select desired value in ‘Diagnosis Code Present At Admission’.
  18. Enter/select the desired ‘Diagnosis Code’.
  19. Select the ‘OSHPD Procedure Code(s)’ section.
  20. Click ‘Add New Item’.
  21. Enter/select the desired ‘Procedure Code’.
  22. Select the ‘OSHPD Other Information’ section.
  23. Select the ‘ Principal Diagnosis Code’.
  24. Submit the form.
  25. Open ‘Flag Client For OSHPD Submission’ for the client.
  26. Select the desired episode.
  27. Submit the form.
  28. Open ‘OSHPD Submission’.
  29. Select ‘Compile’ in ‘Option’.
  30. Validate that ‘From Date’ is disabled and auto filled.
  31. Enter desired value in ‘Through Date’.
  32. Enter other desired data.
  33. Click [Submit].
  34. Click [Yes].
  35. Select ‘Submit (Create File)’ in ‘ Options’.
  36. Select desired value in ‘’Create File’.
  37. Click [Submit].
  38. Click [OK].
  39. Select the compiled file in ‘Select File To Print/Submit’.
  40. Click [Submit].
  41. Click [OK].
  42. Select desired value in form return prompt.
  43. Navigate to the directory where the file was created and review the file.
  44. If desired, and if it was a review file, return to the form and select ‘Final’ in ‘Create File’ and submit.
  45. Click [OK].
  46. Select the compiled file in ‘Select File To Print/Submit’.
  47. Click [Submit].
  48. Click [OK].
  49. Select desired value in form return prompt.
OSHPD Reporting - Submission
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Program Maintenance
  • Dictionary Update (PM)
  • Admission
  • OSHPD Other Information
  • Discharge
  • Flag Client for OSHPD Submission (report)
  • OSHPD Submission
Scenario 1: Validate OSHPD workflow: Admission, Discharge, OSHPD Other Information, Flag Client For OSHPD Submission, Submission
Specific Setup:
  • OSHPD enabled.
  • Program Maintenance: A program is identified that has a value of 'Yes' in 'OSHPD Program'.
  • Facility Defaults: Note the value of 'Output Path On Server for State Reporting Files' because this is where created files will be placed.
  • If needed, review the state specifications for OSHPD reporting.
Steps
  1. Open ‘Admission’.
  2. Admit a client into the ‘OSHPD’ program. Note the date of admission.
  3. Submit the form.
  4. Open ‘Discharge’ for the client and add data to a minimum of the required fields.
  5. Select the ‘OSHPD’ section.
  6. Validate that the new fields display:
  7. ‘OSHPD Address Number and Street Name’ – data will default from the address record.
  8. ‘OSHPD City’ – data will default from the address record.
  9. ‘OSHPD State’ – data will default from the address record.
  10. ‘OSHPD Country Code’- this input box is ready for data entry
  11. ‘OSHPD Homeless Indicator’ - this is a radio group is ready for selection.
  12. Enter/select all other desired data.
  13. Submit the form.
  14. Open ‘OSHPD Other Information’ for the client.
  15. Select the ‘OSHPD Diagnosis Code(s)’ section.
  16. Click ‘Add New Item’.
  17. Select desired value in ‘Diagnosis Code Present At Admission’.
  18. Enter/select the desired ‘Diagnosis Code’.
  19. Select the ‘OSHPD Procedure Code(s)’ section.
  20. Click ‘Add New Item’.
  21. Enter/select the desired ‘Procedure Code’.
  22. Select the ‘OSHPD Other Information’ section.
  23. Select the ‘ Principal Diagnosis Code’.
  24. Submit the form.
  25. Open ‘Flag Client For OSHPD Submission’ for the client.
  26. Select the desired episode.
  27. Submit the form.
  28. Open ‘OSHPD Submission’.
  29. Select ‘Compile’ in ‘Option’.
  30. Validate that ‘From Date’ is disabled and auto filled.
  31. Enter desired value in ‘Through Date’.
  32. Enter other desired data.
  33. Click [Submit].
  34. Click [Yes].
  35. Select ‘Submit (Create File)’ in ‘ Options’.
  36. Select desired value in ‘’Create File’.
  37. Click [Submit].
  38. Click [OK].
  39. Select the compiled file in ‘Select File To Print/Submit’.
  40. Click [Submit].
  41. Click [OK].
  42. Select desired value in form return prompt.
  43. Navigate to the directory where the file was created and review the file.
  44. If desired, and if it was a review file, return to the form and select ‘Final’ in ‘Create File’ and submit.
  45. Click [OK].
  46. Select the compiled file in ‘Select File To Print/Submit’.
  47. Click [Submit].
  48. Click [OK].
  49. Select desired value in form return prompt.
Topics
• State Forms • OSHPD • NX
Update 10 Summary | Details
Site Specific Section Modeling - Add-On Service fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
  • Dictionary Update (PM)
  • Admission
  • Site Specific Section Modeling (CWS)
  • Service Codes
  • Progress Notes (Group and Individual)
  • Client Ledger
  • Clinical Document Viewer
Scenario 1: Progress Note (Group and Individual) - Validating Add-On fields in the 'Site Specific Section Modeling' form when the 'Enable Multiple Add-On Code Per Primary Code Functionality' registry setting="Y".
Specific Setup:
  • The 'Enable Multiple Add-On Code Per Primary' registry setting is set to "Y".
  • Using the "Service Codes" form, create 3 group service codes. Two of them must be primary add on codes and one of them must be a primary code.
  • Admit a client into an outpatient episode.
Steps
  1. Open the 'Site Specific Section Modeling (CWS)' form.
  2. Select 'CWSPN22000 (Progress Notes (Group and Individual)) Individual Progress Notes' in 'Site Specific Section'.
  3. Select the 'Prompt Definition' section.
  4. Select the 'Add-On Service' field.
  5. Click [Edit Selected Item].
  6. Verify the 'Exclude from Data Collection Instrument' field is enabled.
  7. Set the 'Exclude from Data Collection Instrument' field to "Yes".
  8. Select the 'Add-On Duration' field.
  9. Click the [Edit Selected Item].
  10. Verify the 'Exclude from Data Collection Instrument' field is enabled.
  11. Set the 'Exclude from Data Collection Instrument' field to "Yes".
  12. Select the 'Save Add-On Service' field.
  13. Click the [Edit Selected Item].
  14. Verify the 'Exclude from Data Collection Instrument' field is enabled.
  15. Set the 'Exclude from Data Collection Instrument' field to "Yes".
  16. Select the 'Selected Add-On Services' field.
  17. Click the [Edit Selected Item].
  18. Verify the 'Exclude from Data Collection Instrument' field is enabled.
  19. Set the 'Exclude from Data Collection Instrument' field to "Yes".
  20. Select the 'Select Add-On Service Entry to Edit/Remove' field.
  21. Click the [Edit Selected Item].
  22. Verify the 'Exclude from Data Collection Instrument' field is enabled.
  23. Set the 'Exclude from Data Collection Instrument' field to "Yes".
  24. Select the 'Remove Add-On Service' field.
  25. Click the [Edit Selected Item].
  26. Verify the 'Exclude from Data Collection Instrument' field is enabled.
  27. Set the 'Exclude from Data Collection Instrument' field to "Yes".
  28. Submit the form.
  29. Open the 'Progress Notes (Group and Individual)' form.
  30. Validate the 'Add-On Service' field doesn't exist.
  31. Validate the 'Add-On Duration' field doesn't exist.
  32. Validate the 'Remove Add-On Service Entry to Edit/Remove' field doesn't exist.
  33. Validate the 'Remove Add-On Service' field doesn't exist.
  34. Validate the 'Selected Add-On Services' field doesn't exist.
  35. Validate the 'Save Add-On Service' field doesn't exist.
  36. Open the 'Site Specific Section Modeling (CWS)' form.
  37. Select the 'Prompt Definition' section.
  38. Select the 'Add-On Service' field.
  39. Click [Edit Selected Item].
  40. Verify the 'Exclude from Data Collection Instrument' field is enabled.
  41. Set the 'Exclude from Data Collection Instrument' field to "No".
  42. Select the 'Add-On Duration' field.
  43. Click the [Edit Selected Item].
  44. Verify the 'Exclude from Data Collection Instrument' field is enabled.
  45. Set the 'Exclude from Data Collection Instrument' field to "No".
  46. Select the 'Save Add-On Service' field.
  47. Click the [Edit Selected Item].
  48. Verify the 'Exclude from Data Collection Instrument' field is enabled.
  49. Set the 'Exclude from Data Collection Instrument' field to "No".
  50. Select the 'Selected Add-On Services' field.
  51. Click the [Edit Selected Item].
  52. Verify the 'Exclude from Data Collection Instrument' field is enabled.
  53. Set the 'Exclude from Data Collection Instrument' field to "No".
  54. Select the 'Select Add-On Service Entry to Edit/Remove' field.
  55. Click the [Edit Selected Item].
  56. Verify the 'Exclude from Data Collection Instrument' field is enabled.
  57. Set the 'Exclude from Data Collection Instrument' field to "No".
  58. Select the 'Remove Add-On Service' field.
  59. Click the [Edit Selected Item].
  60. Verify the 'Exclude from Data Collection Instrument' field is enabled.
  61. Set the 'Exclude from Data Collection Instrument' field to "No".
  62. Submit the form.
  63. Open the 'Progress Notes (Group and Individual)' form.
  64. Generate a "Group Default Note".
  65. Add the test client to the group using the Add Client fields on the form.
  66. File the Group Default Note.
  67. Select the test client from the "Select Group Note to Edit" field.
  68. Verify the 'Add-On Service' field exists.
  69. Verify the 'Add-On Duration' field exists.
  70. Verify the 'Select Add-On Service Entry to Edit/Remove' exists.
  71. Verify the 'Remove Add-On Service' button exists.
  72. Verify the 'Selected Add-On Services' field exists.
  73. Verify the 'Save Add-On Service' button exists.
  74. Individualize the progress note for the test client and populate the Add on service fields.
  75. Finalize and sign the document.
  76. Open the 'Progress Notes (Group and Individual)' form.
  77. Select the test client from the "Select Group Note to Edit" field.
  78. Verify the 'Add-On Service' field exists.
  79. Verify the 'Add-On Duration' field exists.
  80. Verify the 'Select Add-On Service Entry to Edit/Remove' exists.
  81. Verify the 'Remove Add-On Service' button exists.
  82. Verify the 'Selected Add-On Services' field exists.
  83. Verify the 'Save Add-On Service' button exists.
  84. Create the progress note for the test client and populate the Add on service fields.
  85. Finalize and sign the document.
  86. Using the "Client Ledger" form, validate the primary and add on services are on the client's ledger.
  87. Using the "Clinical Document Viewer" form, validate the documents display.
Scenario 2: Progress Note (Group and Individual) - Validating Add-On fields in the 'Site Specific Section Modeling' form when the 'Enable Multiple Add-On Code Per Primary Code Functionality' registry setting="N"
Specific Setup:
  • The 'Enable Multiple Add-On Code Per Primary' registry setting is set to "N".
Steps
  1. Open the 'Site Specific Section Modeling (CWS)' form.
  2. Select 'CWSPN22000 (Progress Notes (Group and Individual)) Individual Progress Notes' in 'Site Specific Section'.
  3. Select the 'Prompt Definition' section.
  4. Select the 'Add-On Service' field.
  5. Click [Edit Selected Item].
  6. Verify the 'Exclude from Data Collection Instrument' field is set to 'Yes' and disabled.
  7. Select the 'Add-On Duration' field.
  8. Click the [Edit Selected Item].
  9. Verify the 'Exclude from Data Collection Instrument' field is set to 'Yes' and disabled.
  10. Select the 'Save Add-On Service' field.
  11. Click the [Edit Selected Item].
  12. Verify the 'Exclude from Data Collection Instrument' field is set to 'Yes' and disabled.
  13. Select the 'Selected Add-On Services' field.
  14. Click the [Edit Selected Item].
  15. Verify the 'Exclude from Data Collection Instrument' field is set to 'Yes' and disabled.
  16. Select the 'Select Add-On Service Entry to Edit/Remove' field.
  17. Click the [Edit Selected Item].
  18. Verify the 'Exclude from Data Collection Instrument' field is set to 'Yes' and disabled.
  19. Select the 'Remove Add-On Service' field.
  20. Click the [Edit Selected Item].
  21. Verify the 'Exclude from Data Collection Instrument' field is set to 'Yes' and disabled.
  22. Submit the form.
  23. Open the 'Progress Notes (Group and Individual)' form.
  24. Verify the 'Add-On Service' field does not exist.
  25. Verify the 'Add-On Duration' field does not exist.
  26. Verify the 'Select Add-On Service Entry to Edit/Remove' does not exist.
  27. Verify the 'Remove Add-On Service' button does not exist.
  28. Verify the 'Selected Add-On Services' field does not exist.
  29. Verify the 'Save Add-On Service' button does not exist.
  30. Create and finalize the progress note.
  31. Using the "Clinical Document Viewer" to validate the document was stored and can be retrieved.
Topics
• Site Specific Section Modeling • Progress Notes
Update 25 Summary | Details
Daylight Savings - Timestamps
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • CareFabric Monitor
  • Discharge
Scenario 1: 'Admission' form - Validate the 'ProgramAdmissionCreated' payload
Steps
  1. Access the 'Admission' form.
  2. Verify the 'Select Client' dialog is displayed.
  3. Enter any new value in the 'Last Name' and 'First Name' fields.
  4. Select any value in the 'Sex' field.
  5. Click [Search].
  6. Validate a "Search Results" message is displayed stating: No matches found.
  7. Click [New Client].
  8. Validate a "Client" message displays indicating "Auto Assign Next ID Number?"
  9. Click [Yes].
  10. Enter a date prior to daylight savings time in the 'Preadmit/Admission Date' field (Ex. 03/10/2023).
  11. Enter "10:00 AM" in the 'Preadmit/Admission Time' field.
  12. Select the desired program in the 'Program' field.
  13. Enter any value in the 'Type Of Admission' field.
  14. Enter the desired practitioner in the 'Admitting Practitioner' field.
  15. Click [Submit].
  16. Access the 'CareFabric Monitor' form.
  17. Enter the current date in the 'From Date' field.
  18. Enter the current date in the 'Through Date' field.
  19. Enter the client admitted in the previous steps in the 'Client ID' field.
  20. Click [View Activity Log].
  21. Validate the 'CareFabric Monitor Report' is displayed.
  22. Select the 'ProgramAdmissionCreated' activity type.
  23. Click [Click to View Record].
  24. Validate all filed information is populated.
  25. Validate the 'admissionDate' field contains the 'Preadmit/Admission Date' and 'Preadmit/Admission Time' populated in the previous steps with the correct time zone offset prior to daylight savings time (Ex: 2023-03-01T10:00:00.000-05:00).
  26. Close the report and the form.
Scenario 2: 'Discharge' form - Validate the 'ProgramDischargeCreated' payload
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Discharge' form.
  2. Enter a date prior to daylight savings time in the 'Date Of Discharge' field (Ex. 03/10/2023).
  3. Enter "10:00 AM" in the 'Discharge Time' field.
  4. Select any value in the 'Type Of Discharge' field.
  5. Enter the desired practitioner in the 'Discharge Practitioner' field.
  6. Select the desired value in the 'Discharge Client Living Arrangement' field.
  7. Enter the desired value in the 'Hospital Discharge Instructions' field.
  8. Click [Submit].
  9. Access the 'CareFabric Monitor' form.
  10. Enter the current date in the 'From Date' field.
  11. Enter the current date in the 'Through Date' field.
  12. Enter "Client A" in the 'Client ID' field.
  13. Click [View Activity Log].
  14. Select "ProgramDischargeCreated" in the 'Activity Type' field.
  15. Click [Click to View Record].
  16. Validate all filed information is populated.
  17. Validate the 'dischargeDate' field contains the 'Date Of Discharge' and 'Discharge Time' populated in the previous steps with the correct time zone offset prior to daylight savings time (Ex: 2023-03-01T10:00:00.000-05:00).
  18. Close the report and the form.
Scenario 3: Diagnosis - Validate the 'DiagnosisCreated' and 'DiagnosisUpdated' SDK events
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Diagnosis' form.
  2. Select the desired value in the 'Type Of Diagnosis' field.
  3. Enter a date prior to daylight savings time in the 'Date Of Diagnosis' field (Ex. 03/10/2023).
  4. Enter "10:00 AM" in the 'Time Of Diagnosis' field.
  5. Click [New Row].
  6. Select the desired value in the 'Diagnosis Search' field.
  7. Select "Active" in the 'Status' field.
  8. Select the desired practitioner in the 'Diagnosing Practitioner' field.
  9. Click [Submit].
  10. Access the 'CareFabric Monitor' form.
  11. Enter the current date in the 'From Date' and 'Through Date' fields.
  12. Select "Client A" in the 'Client ID' field.
  13. Select "DiagnosisCreated" in the 'Event/Action Search' field.
  14. Click [View Activity Log].
  15. Validate the 'startDate' field contains the 'Date Of Diagnosis' and 'Time Of Diagnosis' populated in the previous steps with the correct time zone offset prior to daylight savings time (Ex: 2023-03-10T10:00:00.000-05:00).
  16. Close the report and the form.
  17. Select "Client A" and access the 'Diagnosis' form.
  18. Select the diagnosis record filed in the previous steps and click [Edit].
  19. Select "Resolved" in the 'Status' field.
  20. Enter the desired date in the 'Resolved Date' field.
  21. Click [Submit].
  22. Access the 'CareFabric Monitor' form.
  23. Enter the current date in the 'From Date' and 'Through Date' fields.
  24. Select "Client A" in the 'Client ID' field.
  25. Select "DiagnosisUpdated" in the 'Event/Action Search' field.
  26. Click [View Activity Log].
  27. Validate the 'endDate' field contains the 'Resolved Date' populated in the previous steps.
  28. Validate the 'statusCode' - 'code' field contains "04".
  29. Validate the 'statusCode' - 'displayName' field contains "Resolved".
  30. Close the report and the form.
Topics
• Admission • CareFabric Monitor • Discharge • Diagnosis
Update 26 Summary | Details
Avatar Cal-PM 'Cal-OMS Admission' Form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • System Code Definition
  • Program Maintenance
  • Cal-OMS Admission
Scenario 1: 'Cal-OMS Admission' - Form Verification
Specific Setup:
  • One or more client(s) with episode eligible for Cal-OMS Admission entry/filing
Steps
  1. Open 'Cal-OMS Admission' form.
  2. Select client/episode for record entry and click 'OK' button.
  3. Enter value for 'Admission Date' field.
  4. Click to expand the 'Location of Admission' drop-down selection field.
  5. Ensure that Programs available for selection in 'Location of Admission' field are limited to Cal-OMS enabled Programs allowed/available for the current system code (according to 'Associated Programs' field in 'System Code Definition' for current system code, where user is logged into sub-system code).
  6. Note - In case where user is logged into Avatar Cal-PM root system code (or where multiple/sub-system codes are not enabled), all Cal-OMS enabled Programs will be available for selection in the 'Location of Admission' field
  7. Select value for 'Location of Admission' and 'Level of Care Admitted' fields.
  8. Complete other fields in form as required/desired.
  9. Click 'Submit' button in 'Cal-OMS Admission' form to file record/data.
Topics
• Cal-Oms Admission • NX