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Avatar Cal-PM 2024 Update 15

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Product Requirements and Recommendations

Avatar Cal-PM required
RADplus required

Product Update Description

Avatar Cal-PM is enhanced to support other products and modules.

Required Updates

None

Included Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Support for other products and modules
Avatar Cal-PM is enhanced to support other products and modules.
Please note: Avatar CareFabric 2023 Update 68 is required for full functionality.
Value Added: Support for other products and modules.
Topics
• Progress Notes
 
Acceptance Tests
AV-93757 Summary | Details
Support for other products and modules
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
  • Crystal Report Viewer
  • Progress Notes (Group and Individual)
  • Site Specific Section Modeling (CWS)
Scenario 1: Progress Notes - Validate the 'EncounterResourceUpdated' SDK event
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • The 'Progress Notes (Group and Individual)' form must have a 'SS Note Staff Member' field enabled in 'Site Specific Section Modeling' with "Assign as Primary Care Provider" selected in the 'Product Custom Logic Definition' field. This field will be referred to as the 'Assign as Primary Care Provider' field.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select the desired episode in the 'Select Episode' field.
  4. Select "Independent Note" in the 'Progress Note For' field.
  5. Select the desired value in the 'Note Type' field.
  6. Enter the desired value in the 'Notes Field'.
  7. Select the desired practitioner in the 'Assign as Primary Care Provider' field.
  8. Select "Final" in the 'Draft/Final' field.
  9. File the note.
  10. Access Crystal Reports or other SQL Reporting tool.
  11. Select the PM namespace.
  12. Create a report using the 'SYSTEM.client_practitioner_assignment' SQL table.
  13. Validate a row is displayed for the note finalized in the previous steps with PCL.
  14. Validate the 'PATID' field contains the client ID for "Client A".
  15. Validate the 'practitioner' field contains the ID for the practitioner selected in the previous steps.
  16. Validate the 'date_of_assignment' and 'time_of_assignment' fields contain the date/time the note was filed.
  17. Close the report.
  18. Access the 'CareFabric Monitor' form.
  19. Enter the current date in the 'From Date' and 'Through Date' fields.
  20. Select "Client A" in the 'Client ID' field.
  21. Click [View Activity Log].
  22. Validate the 'CareFabric Monitor Report' is displayed and contains an "EncounterResourceUpdated" record. Please note: this may be an "EncounterResourceCreated" record if a "Created" message has not yet been triggered for the client. In addition, it may take a few minutes for the event record to display on the report.
  23. Click [Click To View Record].
  24. Validate the last 'individualPractitionerResourceID' - 'id' field contains the ID for the practitioner selected in the previous steps. In addition, validate the following:
  25. The associated 'period' - 'fromDate' field contains the date/time the note was filed, which can be found in the 'SYSTEM.client_practitioner_assignment' SQL table.
  26. The associated 'typeCodes' - 'codes' - 'code' field contains "PCP".
  27. The associated 'typeCodes' - 'codes' - 'displayName' field contains "Primary Care Physician".
  28. Close the report and the form.
Topics
• Progress Notes