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Avatar HL7 2024 Quarterly Release 2024.02 Acceptance Tests

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Update 1 Summary | Details
2024 Update installation
Scenario 1: Validate Upgrading Avatar HL7 2023 to 2024 is successful when 2023.04.00 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
• HL7 • Upgrade
Update 3 Summary | Details
New form 'HL7 Facility Definition' is added
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HL7 Facility Definition
  • Update Client Data
  • HL7 Connection Monitor
  • Order Entry Console
Scenario 1: Validate 'HL7 Facility Definition'
Steps
  1. Open the HL7 Facility Definition - Avatar PM / HL7 Interface / System Maintenance form.
  2. Verify the following fields are displayed on the form:
  3. 'HL7 Facility’
  4. Verify that only upper-case alphanumeric values are allowed (10 characters max).
  5. ‘Description’
  6. Free text. No restrictions.
  7. ‘Remove’
  8. If checked and the form is filed, then the selected facility will be deleted.
  9. ‘Associated Programs’
  10. Multi-select program dictionary (no call-intake programs)
  11. List will include inactive.
  12. ‘HL7 Facility ID’
  13. Verify that only alphanumeric values are allowed (10 characters only).
  14. Validate that any number of ‘facilities’ can be defined.
  15. Validate that the ‘HL7 Facility ID’ value does not need to be unique meaning multiple defined ‘facilities’ can share the same id value.
Scenario 2: Validate ADT message with different settings in 'HL7 Facility Definition'
Specific Setup:
  • An 'Outbound' ADT connection must exist that is configured with "FAC1" selected in the 'HL7 Facility Definition Supported' field with no sub system code supported.(Connection A)
  • An 'Outbound' ADT connection must exist that is configured with "FAC2" selected in the 'HL7 Facility Definition Supported' field with no sub system code supported. (Connection B)
  • An 'Outbound' ADT connection must exist that is configured with "FAC3" selected in the 'HL7 Facility Definition Supported' field with no sub system code supported. (Connection C)
  • An 'Outbound' ADT connection must exist that is configured with "FAC1", "FAC2", "FAC3" selected in the 'HL7 Facility Definition Supported' field with no sub system code supported. (Connection D)
  • Three facilities must be defined in the 'HL7 Facility Definition' form. (Fac1 - Psych facilities, Fac2 - Substance Abuse facilities, Fac3 - Miscellaneous facilities)
  • A client has an inpatient episode (Inp. Adult Psych.) and an outpatient episode (O.P. Adult Psych).
Steps
  1. Select "Client A" and access the 'Update Client Data' form.
  2. Make any change on the form and click [Submit].
  3. Access the 'HL7 Connection Monitor' form.
  4. Select "Connection A" from the 'Select Row' field.
  5. Click [Show Transaction Log].
  6. Validate there is a transaction for 'Event type' = "ADT^A08".
  7. Click the 'View HL7 Message' link.
  8. Validate 'MSH-4', 'PV1-3.4' and 'PV1-6.4' contain "HL7 Facility ID".
  9. Select "Connection B" from the 'Select Row' field.
  10. Click [Show Transaction Log].
  11. Validate there is no new transaction for 'Event type' = "ADT^A08".
  12. Select "Connection C" from the 'Select Row' field.
  13. Click [Show Transaction Log].
  14. Validate there is no new transaction for 'Event type' = "ADT^A08".
  15. Select "Connection D" from the 'Select Row' field.
  16. Click [Show Transaction Log].
  17. Validate there is a transaction for 'Event type' = "ADT^A08".
  18. Click the 'View HL7 Message' link.
  19. Validate 'MSH-4', 'PV1-3.4' and 'PV1-6.4' contain "HL7 Facility ID".
Scenario 3: Validate Order message with different settings in 'HL7 Facility Definition'
Specific Setup:
  • Three facilities must be defined in the 'HL7 Facility Definition' form. (Fac1 - Psych facilities, Fac2 - Substance Abuse facilities, Fac3 - Miscellaneous facilities)
  • An 'Outbound' Orders connection must exist that is configured with "FAC1" selected in the 'HL7 Facility Definition Supported' field with no sub system code supported.(Connection A)
  • An 'Outbound' Orders connection must exist that is configured with "FAC2" selected in the 'HL7 Facility Definition Supported' field with no sub system code supported. (Connection B)
  • An 'Outbound' Orders connection must exist that is configured with "FAC3" selected in the 'HL7 Facility Definition Supported' field with no sub system code supported. (Connection C)
  • An 'Outbound' Orders connection must exist that is configured with "FAC1", "FAC2", "FAC3" selected in the 'HL7 Facility Definition Supported' field with no sub system code supported. (Connection D)
  • A client has an inpatient episode (Inp. Adult Psych.) and an outpatient episode (O.P. Adult Psych).
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create an order for a pharmacy-type order code.
  3. Access the 'HL7 Connection Monitor' form.
  4. Select "Connection A" from the 'Select Row' field.
  5. Click [Show Transaction Log].
  6. Validate there is a transaction for 'Event type' = "ORM^O01".
  7. Click the 'View HL7 Message' link.
  8. Validate 'MSH-4', 'PV1-3.4' and 'PV1-6.4' contain "HL7 Facility ID".
  9. Select "Connection B" from the 'Select Row' field.
  10. Click [Show Transaction Log].
  11. Validate there is no new transaction for 'Event type' = "ORM^O01".
  12. Click the 'View HL7 Message' link.
  13. Validate 'MSH-4', 'PV1-3.4' and 'PV1-6.4' contain "HL7 Facility ID".
  14. Select "Connection C" from the 'Select Row' field.
  15. Click [Show Transaction Log].
  16. Validate there is no new transaction for 'Event type' = "ORM^O01".
  17. Click the 'View HL7 Message' link.
  18. Validate 'MSH-4', 'PV1-3.4' and 'PV1-6.4' contain "HL7 Facility ID".
  19. Select "Connection D" from the 'Select Row' field.
  20. Click [Show Transaction Log].
  21. Validate there is a transaction for 'Event type' = "ORM^O01".
  22. Click the 'View HL7 Message' link.
  23. Validate 'MSH-4', 'PV1-3.4' and 'PV1-6.4' contain "HL7 Facility ID".
Topics
• HL7
Update 4 Summary | Details
HL7 Outbound messages
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (CWS)
  • Order Code Setup
  • Orders This Episode
  • HL7 Connection Monitor
  • Registry Settings (PM)
  • Admission
  • Delete Last Movement
Scenario 1: Dietary-Oral Orders with validation in HL7 Connection Monitor
Specific Setup:
  • The following values must exist in the Order Entry Client Information '(20982) Diet Restrictions' dictionary with the following configuration:
  • Liquid Only
  • '(20998) Diet Consistency Type' set to "Liquid Consistency"
  • High Protein
  • '(20998) Diet Consistency Type' not defined.
  • The following values must exist in the Order Entry Client Profile '(20977) Meal Periods' dictionary:
  • Breakfast
  • Lunch
  • Dinner
  • The Order Entry Client Information '(20974) Diet Supplements' dictionary must contain at least one value.
  • Please log out of the application and log back in after completing the above configuration.
  • A generic Orders Outbound connection must exist. (ORDERS-TEST)
  • An Orders Outbound connection must exist with a 'Connection Profile' of MATRIXCARE. This can be done via an Avatar HL7 Customization Pack that can be requested via your Netsmart Representative. (ORDERS-MATRIXCARE)
  • A dietary-oral type order code must exist. (Order Code A)
  • A client must have an active Inpatient episode. (Client A)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" in the 'New Order' field.
  3. Click [Additional Order Details].
  4. Validate the 'Additional Order Details - Diet Orders - Oral' dialog is displayed.
  5. Select "High Protein" and "Liquid Only" in the 'Diet Restrictions' field.
  6. Click [New Row].
  7. Select any value in the 'Diet Supplement' field and click [Select].
  8. Set the 'Portion Size' field to any value and click [OK].
  9. Select all values in the 'Days of the Week' field and click [OK].
  10. Select "Breakfast", "Lunch", and "Dinner" in the 'Meal Periods' field and click [OK].
  11. Select any value in the 'Routine or PRN' field and click [Select] and [Save].
  12. Select any value in the 'Frequency' field.
  13. Set the 'Duration' field to any value and click [Days].
  14. Click [Add to Scratchpad] and [Sign].
  15. Validate the 'Order grid' contains an order for "Order Code A".
  16. Access the 'HL7 Connection Monitor' form.
  17. Select "ORDERS-TEST" in the 'Select Row' field.
  18. Validate the 'Last Message Processed' field contains an 'ORM-001' event that includes the following:
  19. A 'PID-3' segment, which contains the PATID, with leading zeros.
  20. 2 'ODS' segments with a "D" in the 'ODS-2' segment, one for "Liquid Only" and one for "High Protein".
  21. 3 'ODS' segments with an "S" in the 'ODS-2' segment which includes the Meal periods selected and the dietary supplements.
  22. Select "ORDERS-MATRIXCARE" in the 'Select Row' field.
  23. Validate the 'Last Message Processed' field contains an 'ORM-001' event that includes the following:
  24. A 'PID-3' segment, which is the PATID, with no leading zeros.
  25. An ODS segments with "D" in the 'ODS-2' segment for the order code.
  26. An ODS segment with "LC" in the 'ODS-2' segment for "Liquid Consistency" selected in the 'Diet Consistency Type' extended attribute off of 'Diet Restrictions', and no supplements are displayed.
Scenario 2: Admitting a client into a pre-admit program, upgrading to an inpatient program and delete last movement
Specific Setup:
  • A generic ADT Outbound connection must exist. (ADT-TEST)
  • An ADT-RXCONNECT Outbound connection must exist.
  • An ADT Outbound connection must exist with a 'Connection Profile' of MATRIXCARE. This can be done via an Avatar HL7 Customization Pack that can be requested via your Netsmart Representative. (ADT-MATRIXCARE)
  • The ‘Avatar PM->Client Management->Movement Options->->->Allow Admission To File/Edit Pre-Admits’ registry setting must be set to "Y".
  • The 'Avatar PM->System Maintenance->Client Maintenance->->->Revert To Pre-Admit When Deleting Admission Movement’ registry setting must be set to "Y".
  • Please log out of the application and log back in after completing the above configuration.
Steps
  1. Access the 'Admission' form.
  2. Enter a 'Last Name', 'First Name', select a 'Sex', enter a 'Social Security #' and a 'Date of Birth' and click [Search] and [New Client].
  3. Validate an 'Auto Assign ID Number' message is displayed and click [Yes].
  4. Set the 'Preadmit/Admission Date' of "01/01/2024", a 'Preadmit/Admit Time' of "09:00 AM", populate the 'Demographics' information, and populate all remaining required fields and click [Submit].
  5. Access the 'HL7 Connection Monitor' form.
  6. Select the "ADT-RXCONNECT" Outbound connection in the 'Select Row' field.
  7. Validate the 'Last Message Processed' field contains an 'A05' event that contains a 'PID-3'segment which is the PATID with leading zero's and a 'PV1-44' segment of "202401010900".
  8. Select the "ADT-TEST" Outbound connection in the 'Select Row' field.
  9. Validate the 'Last Message Processed' field contains an 'A05' event that contains 'PID-3' segment which is the PATID with leading zero's and a 'PV1-44' segment of "202401010900".
  10. Validate there is no new message for "ADT-MATRIXCARE".
  11. Close the form.
  12. Access the 'Admission' form for the client selected.
  13. Select the existing row in the pre-display and click [Edit].
  14. Change the 'Preadmit/Admission Date' to "02/10/2024", a 'Preadmit/Admit Time' to "01:00 PM".
  15. Change the 'Program' field to an Inpatient program.
  16. Populate all required fields.
  17. Click the 'Inpatient/Partial/Day Treatment' section and populate all required fields and click [Submit].
  18. Access the 'HL7 Connection Monitor' form.
  19. Select the "ADT-RXCONNECT" Outbound connection in the 'Select Row' field.
  20. Validate the 'Last Message Processed' field contains an 'A08' event that contains a 'PID-3' segment which is the PATID with leading zero's and a 'PV1-44' segment of "202402101300".
  21. Select the "ADT-TEST" Outbound connection in the 'Select Row' field.
  22. Validate the 'Last Message Processed' field contains an 'A08' event that contains a 'PID-3' segment which is the PATID with leading zero's and a 'PV1-44' segment of "202402101300".
  23. Select the "ADT-MATRIXCARE" Outbound connection in the 'Select Row' field.
  24. Validate the 'Last Message Processed' field contains an 'A01' event with an 'MSH-4' segment of "98", a 'PID-3' segment of the PATID with no leading zeros, and a 'PV1-44' segment that contains "202402101300".
  25. Close the form.
  26. Access the 'Delete Last Movement' form.
  27. Validate a message is displayed stating "Deletion of any movement will remove the client from any bed they may be in. If a client needs to be in a bed, it needs to be entered via Unit/Room/Bed Assignment." and click [OK].
  28. Select "Episode #1" in the 'Episode Number' field.
  29. Validate the 'Client Information' field contains the information for the admission program and click [Submit].
  30. Validate a message is displayed stating " You are about to delete an Admission movement for episode 1. Deleting this movement will revert the episode to the Pre-Admit status. Do you want to continue?" and click [Yes].
  31. Access the 'HL7 Connection Monitor' form.
  32. Select the "ADT-RXCONNECT" Outbound connection in the 'Select Row' field.
  33. Validate the 'Last Message Processed' field contains an 'A08' event that contains a 'PID-3' segment which is the PATID with leading zero's and a 'PV1-44' segment of "202401010900".
  34. Select the "ADT-TEST" Outbound connection in the 'Select Row' field.
  35. Validate the 'Last Message Processed' field contains an 'A08' event that contains a 'PID-3' segment which is the PATID with leading zero's and a 'PV1-44' segment of "202401010900".
  36. Select the "ADT-MATRIXCARE" Outbound connection in the 'Select Row' field.
  37. Validate the 'Last Message Processed' field contains an 'A11' event with a 'PID-3' segment of the PATID with no leading zeros, and a 'PV1-44' segment that contains "202402101300".
  38. Close the form.
Topics
• HL7 • HL7 Connection Monitor
2023 Update 7 Summary | Details
HL7 processing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Appointment Management
  • HL7 Connection Monitor
Scenario 1: Validate patient suffix(PID:5.4) and prefix(PID:5.5) in the outbound ADT message
Steps
  1. Internal testing only.
Topics
• HL7
 

Avatar_HL7_2024_Quarterly_Release_2024.02_Details.csv