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Avatar PM 2023 Monthly Release 2023.01.02 Acceptance Tests

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Update 23 Summary | Details
Dictionary Update - Print dictionary
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (PM)
Scenario 1: Dictionary Update - Client file - Add/Edit/Print dictionary
Steps
  1. Open the 'Dictionary Update' form.
  2. Select 'Client' in the 'File' field.
  3. Select 'Location' in the 'Data Element' field.
  4. Enter desired code to the 'Dictionary Code' field. Note the code.
  5. Enter desired value to the 'Dictionary Value' field. Note the value.
  6. Enter in extended data elements as necessary.
  7. Click [Apply Changes].
  8. Validate that the 'Information' dialog contains 'Filed!'.
  9. Click [OK].
  10. Select 'Print Dictionary' section.
  11. Select 'Client' in the 'File' field.
  12. Select 'Individual Data Element' radio button.
  13. Select 'Location Status' from the 'Data Element' field.
  14. Click [Print Dictionary].
  15. Review the report.
  16. Verify the dictionary codes / values added in previous step display correctly.
  17. Close the report.
  18. Select 'Input Dictionary Code(s)' section.
  19. Verify the 'File' field contains 'Client'.
  20. Verify the 'Data Element' is set to the 'Location'.
  21. Select desired code which is added in previous step in the 'Dictionary Code' field.
  22. Verify the correct 'Dictionary Value' displays for the selected code.
  23. Update the value in the 'Dictionary Value' field.
  24. Click [Apply Changes].
  25. Validate that the 'Information' dialog contains 'Filed!'.
  26. Click [OK].
  27. Select 'Print Dictionary' section.
  28. Select 'Client' in the 'File' field.
  29. Select 'Individual Data Element' radio button.
  30. Select 'Location' from the 'Data Element' field.
  31. Click [Print Dictionary].
  32. Review the report.
  33. Verify the dictionary codes / values updated in previous step display correctly.
  34. Close the report.
  35. Close the form.
  36. Open the "Scheduling Calendar" form.
  37. Select an open time slot on the calendar and RightClick.
  38. Select "Add Appointment" from the dropdown.
  39. Note that the "Location" field contains the dictionary code(s)/value(s) entered in previous steps.
Topics
• Dictionary
Update 42 Summary | Details
Quick Actions - Update Client Data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
  • Quick Actions Page
  • Update Client Data
Scenario 1: Quick Action - Update Client Data - Validate name change
Specific Setup:
  • User Definition:
  • Identify a home view and chart view set up for the logged in user.
  • View Definition:
  • The 'Quick Actions' widget is added to the user's HomeView.
  • NX View Definition:
  • The Quick Action for 'Update Client Data' is added for your user, home view and chart view.
  • Admission:
  • A new client is admitted. Note the client id/name.
Steps
  1. Select the test client.
  2. Navigate to the 'Quick Actions' widget.
  3. Locate the 'Update Client Data' Quick Action.
  4. Click 'Add' button.
  5. Change the client's first and last name.
  6. Fill in all other fields.
  7. Click 'Save'.
  8. Open the 'Update Client Data' form.
  9. Validate the first and last name are changed.
  10. Using SQL, validate the name change is reflected in the columns, patient_name, patient_name_first, patient_name_last in SYSTEM.patient_current_demographics SQL.
Scenario 2: 'Update Client Data' Form - Validate the 'SYSTEM.client_curr_demographics' SQL table
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Update Client Data' form.
  2. Enter the desired value in the 'Client Middle Name' field.
  3. Enter the desired value in the 'Alias' field.
  4. Enter the desired value in the 'Alias 2' field.
  5. Enter the desired value in the 'Alias 3' field.
  6. Enter the desired value in the 'Alias 4' field.
  7. Enter the desired value in the 'Alias 5' field.
  8. Enter the desired value in the 'Alias 6' field.
  9. Enter the desired value in the 'Alias 7' field.
  10. Enter the desired value in the 'Alias 8' field.
  11. Enter the desired value in the 'Alias 9' field.
  12. Enter the desired value in the 'Alias 10' field.
  13. Select the desired value in the 'Gender Identity' field.
  14. Populate any other desired fields.
  15. Click [Submit].
  16. Access Crystal Reports or other SQL Reporting tool.
  17. Select the CWS namespace.
  18. Create a report using the 'SYSTEM.client_curr_demographics' SQL table.
  19. Navigate to the row for "Client A".
  20. Validate the 'client_alias' fields 1-10, 'patient_middle_name', 'gender_identity_code', and 'gender_identity_value' fields are displayed.
  21. Validate the 'client_alias' fields 1-10 contains the value filed in the previous steps.
  22. Validate the 'gender_identity_code' field contains the code associated to the value filed in the previous steps.
  23. Validate the 'gender_identity_value' field contains the value filed in the previous steps.
  24. Validate the 'patient_middle_name' field contains the value filed in the previous steps.
  25. Select "Client A" and access the 'Update Client Data' form.
  26. Enter any new value in the 'Client Middle Name' field.
  27. Enter any new value in the 'Alias' field.
  28. Enter any new value in the 'Alias 2' field.
  29. Enter any new value in the 'Alias 3' field.
  30. Enter any new value in the 'Alias 4' field.
  31. Enter any new value in the 'Alias 5' field.
  32. Enter any new value in the 'Alias 6' field.
  33. Enter any new value in the 'Alias 7' field.
  34. Enter any new value in the 'Alias 8' field.
  35. Enter any new value in the 'Alias 9' field.
  36. Enter any new value in the 'Alias 10' field.
  37. Select any new value in the 'Gender Identity' field.
  38. Click [Submit].
  39. Access Crystal Reports or other SQL Reporting tool.
  40. Refresh the report using the 'SYSTEM.client_curr_demographics' SQL table.
  41. Navigate to the row for "Client A".
  42. Validate the 'client_alias' fields 1-10, 'patient_middle_name', 'gender_identity_code', and 'gender_identity_value' fields are displayed.
  43. Validate the 'client_alias' fields 1-10 contains the updated value filed in the previous steps.
  44. Validate the 'gender_identity_code' field contains the code associated to the updated value filed in the previous steps.
  45. Validate the 'gender_identity_value' field contains the updated value filed in the previous steps.
  46. Validate the 'patient_middle_name' field contains the updated value filed in the previous steps.
  47. Close the report.
Topics
• Update Client Data
Update 49 Summary | Details
Quick Billing / Electronic Billing - File Names
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Quick Billing Rule Definition
  • Quick Billing
  • Avatar NX Report Viewer
  • Electronic Billing
Scenario 1: File Names are consistent in Quick Billing and Electronic Billing
Specific Setup:
  • Quick Billing Rule Definition:
  • Note the ‘File Description’ of a rule that has services to bill.
  • Note the ‘Financial Class’, ‘Guarantor(s)’ and the ‘Billing Form’.
  • Quick Billing:
  • Process the above definition for the desired date range.
  • Select ‘Edit’ and select the ‘File’ that was created. Validate that the ‘File Description’ displays after the date range.
Steps
  1. Open ‘Electronic Billing’.
  2. Select the desired ‘Billing Form’.
  3. Select the desired ‘Financial Class’.
  4. Select the desired value in ‘Individual Or All Guarantors’.
  5. If ‘Individual’ was selected above, select the desired ‘Guarantor’.
  6. Select ‘Run Report’ in ‘Billing Options’.
  7. Select ‘Print’ in ‘Print Or Delete’.
  8. Select the file that was created in ‘Quick Billing’.
  9. Validate that the ‘File Description’ matches the ‘Quick Billing Rule Definition’, ‘File Description'.
  10. Close the form.
Topics
• Electronic Billing • Quick Billing • NX
Update 53 Summary | Details
Client Ledger - Ledger Type = Claim
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
Scenario 1: Client Ledger - Ledger Type = 'Claim' - report field validations
Specific Setup:
  • Posting/Adjustment Codes Definition:
  • Identify an existing payment, adjustment and/or transfer codes. Note the codes/values for further testing.
  • Admission:
  • A new client is admitted in the inpatient program. Note the client's id/name, admission program, admission date.
  • Guarantor/Payors:
  • An existing guarantor is identified to assign to the client.
  • Financial Eligibility:
  • The existing guarantor is assigned to the client. Note the Guarantor code/value.
  • Service Codes:
  • An existing room and board service code is identified to render services to the client. Note the service code.
  • Client Charge Input:
  • 5-6 days of the room and board services are rendered to the client.
  • Close Charges:
  • The charges rendered to the client are closed.
Steps
  1. Open the 'Electronic Billing' form.
  2. Run an 837 Institutional bill for the client.
  3. Verify the bill compiles successfully.
  4. Claim the services.
  5. Verify the bill compiles successfully.
  6. Open the 'Client Ledger' form.
  7. Process the report using 'Claim' ledger type and validate that the claim based report displays all the claim specific information.
  8. Open the ‘Individual Cash Posting’ form.
  9. Select the ‘Client’.
  10. Select desired value in the ‘Post By’ field.
  11. Click [Select Item(s) To Post Against].
  12. A grid opens containing a row for all services.
  13. Select a desired row.
  14. Click [OK] when all desired rows have been selected.
  15. Note the ‘Information’ message and the current balance for the guarantor.
  16. Click [OK].
  17. Enter desired value in ‘Posting Date’.
  18. Enter desired value in ‘Date of Receipt’.
  19. Validate that the ‘Guarantor’ defaulted to the guarantor in the current balance message.
  20. Enter desired value in ‘Dollar Amount To Be Posted’. Amount entered can be the full amount due or a partial amount due.
  21. Enter desired value in ‘Posting Code’.
  22. If desired, enter a value in ‘Check #’.
  23. Enter desired value in ‘Action For Remaining Balance If Applicable’.
  24. Click [Update Temporary File].
  25. If desired, continue to add payment/adjustments/transfers using the steps above for all other services.
  26. Click [Submit] when all payment/adjustments/transfers have been completed.
  27. Open ‘Client Ledger’ for the client’.
  28. Process the report using ‘Simple' ledger type and validate that the payment/adjustments/transfers posted correctly.
  29. Process the report using ‘Claim' ledger type and validate that the payment/adjustments/transfers posted correctly specific to claim.
  30. Close the form.
Topics
• Client Ledger
Update 54 Summary | Details
Process Internal Referrals Form: Internal Referral Information
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Table Definition (PM)
  • User Definition
  • Admission
  • Internal Referral Type Maintenance
  • Group Member Assignment
  • Internal Client Referrals
  • Process Internal Referrals
Scenario 1: Internal Referral Type Maintenance - Validating all the 'Internal Referral Type Category'
Specific Setup:
  • Form Definition:
  • Create or identify an existing a user-defined (modeled) form that collects the additional referral information needed to approve or reject a referral. Note the form name and Table name.
  • The form must contain a Non Scrolling Free Text data element that has been configured in Table Definition as a Referral Group. Note the field name.
  • Table Definition:
  • A Non Scrolling Free Text data element that has been configured as a Referral Group. Note the field name.
  • Admission:
  • Create a new client or identify an existing client. Note the client id, name.
Steps
  1. Open the 'Internal Referral Type Maintenance' form.
  2. Select 'Add Internal Referral type' in the 'Add Or Edit Internal Referral Type' field.
  3. Verify the 'Internal Referral Type Code' field displays the identification code assigned to the referral type.
  4. Enter desired name in the 'Internal Referral Type Name' field. Note the name.
  5. Select 'Program' in the 'Internal Referral Type Category' field.
  6. Select desired program from the 'Program' field.
  7. Select the modeled form created or identified in the setup section to associate with this referral type in the 'Assessment Associated With Internal Referral Type' field.
  8. Select 'No' in the 'Does This Internal Referral Type Have A Waitlist?' field.
  9. Enter desired description of this referral for use in displays and reporting in the 'Internal Referral Type Description' field.
  10. Select desired user from the 'Select User' search box.
  11. Click [Add User].
  12. Verify the 'User(s) To Receive Internal Referrals' field displays a list of users who are assigned to this referral.
  13. Click [Submit].
  14. Select 'Yes' to 'Form Return' Message.
  15. Enter desired name in the 'Internal Referral Type Name' field. Note the name.
  16. Select 'Group' in the 'Internal Referral Type Category' field.
  17. Select desired group from the 'Group' field. Note the group name/code.
  18. Select the modeled form created or identified in the setup section to associate with this referral type in the 'Assessment Associated With Internal Referral Type' field.
  19. Select 'No' in the 'Does This Internal Referral Type Have A Waitlist?' field.
  20. Enter desired description of this referral for use in displays and reporting in the 'Internal Referral Type Description' field.
  21. Select desired user from the 'Select User' search box.
  22. Click [Add User].
  23. Verify the 'User(s) To Receive Internal Referrals' field displays a list of users who are assigned to this referral.
  24. Click [Submit].
  25. Select 'Yes' to 'Form Return' Message.
  26. Enter desired name in the 'Internal Referral Type Name' field. Note the name.
  27. Select 'Team' in the 'Internal Referral Type Category' field.
  28. Select desired team from the 'Team' field. Note the team name/code.
  29. Select the modeled form created or identified in the setup section to associate with this referral type in the 'Assessment Associated With Internal Referral Type' field.
  30. Select 'No' in the 'Does This Internal Referral Type Have A Waitlist?' field.
  31. Enter desired description of this referral for use in displays and reporting in the 'Internal Referral Type Description' field.
  32. Select desired user from the 'Select User' search box.
  33. Click [Add User].
  34. Verify the 'User(s) To Receive Internal Referrals' field displays a list of users who are assigned to this referral.
  35. Click [Submit].
  36. Select 'Yes' to 'Form Return' Message.
  37. Enter desired name in the 'Internal Referral Type Name' field. Note the name.
  38. Select 'Other' in the 'Internal Referral Type Category' field.
  39. Select the modeled form created or identified in the setup section to associate with this referral type in the 'Assessment Associated With Internal Referral Type' field.
  40. Select 'No' in the 'Does This Internal Referral Type Have A Waitlist?' field.
  41. Enter desired description of this referral for use in displays and reporting in the 'Internal Referral Type Description' field.
  42. Select desired user from the 'Select User' search box.
  43. Click [Add User].
  44. Verify the 'User(s) To Receive Internal Referrals' field displays a list of users who are assigned to this referral.
  45. Click [Submit].
  46. Select 'No' to 'Form Return' Message.
  47. Open the 'Internal Client Referral' form.
  48. Select desired client in the 'Client Being Referred' field.
  49. Select 'Program' in the 'Internal Referral Type Category' field.
  50. Validate the 'Internal Referral Type Being Requested' field displays only the 'Program' type referrals.
  51. Select desired referral type from the 'Internal Referral Type Being Requested' field.
  52. Validate the 'Episode' field is enabled and the client episode for which the referral is being made is auto populated in the 'Episode' field.
  53. The Internal Referral Type Description field displays the detailed referral description that was entered on the Internal Referral Type Maintenance form.
  54. Validate the 'Internal Referral Program' field is marked as a required field and it is auto populated with the program selected in the 'Internal Referral Type Maintenance' form.
  55. Select 'Group' in the 'Internal Referral Type Category' field.
  56. Validate the 'Internal Referral Type Being Requested' field displays only the 'Group' type referrals.
  57. Select desired referral type from the 'Internal Referral Type Being Requested' field.
  58. Validate the 'Episode' field is enabled and the client episode for which the referral is being made is auto populated in the 'Episode' field.
  59. The Internal Referral Type Description field displays the detailed referral description that was entered on the Internal Referral Type Maintenance form.
  60. Validate the 'Internal Referral Group' field is marked as a required field and it is auto populated with the group selected in the 'Internal Referral Type Maintenance' form.
  61. Select 'Team' in the 'Internal Referral Type Category' field.
  62. Validate the 'Internal Referral Type Being Requested' field displays only the 'Team' type referrals.
  63. Select desired referral type from the 'Internal Referral Type Being Requested' field.
  64. Validate the 'Episode' field is enabled and the client episode for which the referral is being made is auto populated in the 'Episode' field.
  65. The 'Internal Referral Type Description' field displays the detailed referral description that was entered on the Internal Referral Type Maintenance form.
  66. Validate the 'Internal Referral Team' field is marked as a required field and it is auto populated with the team selected in the 'Internal Referral Type Maintenance' form.
  67. Close the form.
Scenario 2: Internal Referral - Process Internal Referrals
Specific Setup:
  • Form Definition:
  • Create or identify an existing a user-defined (modeled) form that collects the additional referral information needed to approve or reject a referral. Note the form name and Table name.
  • The form must contain a Non Scrolling Free Text data element that has been configured in Table Definition as a Referral Group. Note the field name.
  • Table Definition:
  • A Non Scrolling Free Text data element that has been configured as a Referral Group. Note the field name.
  • Admission:
  • Create a new client or identify an existing client. Note the client id, name, admission program value/code.
  • Internal Referral type maintenance:
  • Desired internal referral type is created to be used for the client. Note the referral type.
  • Internal Client Referral :
  • Internal client referral created for the desired client using the referral type created.
Steps
  1. Open the 'Process Internal Referrals' form.
  2. Verify that the form lists initiated referrals ready to be processed in a grid.
  3. From the list to be processed the user will be able to assign a new status of 'Accepted', 'Rejected', 'Rejected – More Information Needed' or 'Waitlist' as well.
  4. Select desired internal referral in the grid.
  5. Verify the fields listed in the 'Internal Referral Information' section contains code and value of the field.
  6. Select desired status.
  7. Click [Process internal referral].
  8. Verify the referral processed successfully.
  9. Ensure it is removed from grid(even if it’s the only one in the grid left).
  10. Ensure that a to do item sent back to user that filed 'Internal Client Referrals' form.
Topics
• Internal Client Referrals • Internal Referral Type Maintenance • NX • Process Internal Referrals
Update 55 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
  • Diagnosis
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.
  27. Access the 'Admission' form.
  28. Verify the 'Select Client' dialog is displayed.
  29. Enter any new value in the 'Last Name' and 'First Name' fields.
  30. Select any value in the 'Sex' field.
  31. Click [Search].
  32. Validate a "Search Results" message is displayed stating: No matches found.
  33. Click [New Client].
  34. Validate a "Client" message displays indicating "Auto Assign Next ID Number?"
  35. Click [Yes].
  36. Enter a date during daylight savings time in the 'Preadmit/Admission Date' field (Ex. 05/01/2023).
  37. Enter "10:00 AM" in the 'Preadmit/Admission Time' field.
  38. Select the desired program in the 'Program' field.
  39. Enter any value in the 'Type Of Admission' field.
  40. Enter the desired practitioner in the 'Admitting Practitioner' field.
  41. Click [Submit].
  42. Access the 'CareFabric Monitor' form.
  43. Enter the current date in the 'From Date' field.
  44. Enter the current date in the 'Through Date' field.
  45. Enter the second client admitted in the previous steps in the 'Client ID' field.
  46. Click [View Activity Log].
  47. Validate the 'CareFabric Monitor Report' is displayed.
  48. Select the 'ProgramAdmissionCreated' activity type.
  49. Click [Click to View Record].
  50. Validate all filed information is populated.
  51. Validate the 'admissionDate' field contains the 'Preadmit/Admission Date' and 'Preadmit/Admission Time' populated in the previous steps with the correct time zone offset during daylight savings time (Ex: 2023-05-01T10:00:00.000-04:00).
  52. Close the report and the form.
Scenario 2: 'Discharge' form - Validate the 'ProgramDischargeCreated' payload
Specific Setup:
  • Two clients must be enrolled in existing episodes (Client A & Client B).
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.
  19. Select "Client B" and access the 'Discharge' form.
  20. Enter a date during daylight savings time in the 'Date Of Discharge' field (Ex. 05/01/2023).
  21. Enter "10:00 AM" in the 'Discharge Time' field.
  22. Select any value in the 'Type Of Discharge' field.
  23. Enter the desired practitioner in the 'Discharge Practitioner' field.
  24. Select the desired value in the 'Discharge Client Living Arrangement' field.
  25. Enter the desired value in the 'Hospital Discharge Instructions' field.
  26. Click [Submit].
  27. Access the 'CareFabric Monitor' form.
  28. Enter the current date in the 'From Date' field.
  29. Enter the current date in the 'Through Date' field.
  30. Enter "Client B" in the 'Client ID' field.
  31. Click [View Activity Log].
  32. Select "ProgramDischargeCreated" in the 'Activity Type' field.
  33. Click [Click to View Record].
  34. Validate all filed information is populated.
  35. Validate the 'dischargeDate' field contains the 'Date Of Discharge' and 'Discharge Time' populated in the previous steps with the correct time zone offset during daylight savings time (Ex: 2023-05-01T10:00:00.000-04:00).
  36. 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. Click [Add] to add a new diagnosis record.
  19. Select the desired value in the 'Type Of Diagnosis' field.
  20. Enter a date during daylight savings time in the 'Date Of Diagnosis' field (Ex. 05/01/2023).
  21. Enter "10:00 AM" in the 'Time Of Diagnosis' field.
  22. Click [New Row].
  23. Select the desired value in the 'Diagnosis Search' field.
  24. Select "Active" in the 'Status' field.
  25. Select the desired practitioner in the 'Diagnosing Practitioner' field.
  26. Click [Submit].
  27. Access the 'CareFabric Monitor' form.
  28. Enter the current date in the 'From Date' and 'Through Date' fields.
  29. Select "Client A" in the 'Client ID' field.
  30. Select "DiagnosisCreated" in the 'Event/Action Search' field.
  31. Click [View Activity Log].
  32. Validate the 'startDate' field contains the 'Date Of Diagnosis' and 'Time Of Diagnosis' populated in the previous steps with the correct time zone offset during daylight savings time (Ex: 2023-05-01T10:00:00.000-04:00).
  33. Close the report and the form.
Topics
• Admission • Discharge • Diagnosis
Update 62 Summary | Details
837 Professional - SV1 segment
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Financial Eligibility
  • Service Fee/Cross Reference Maintenance
  • Client Charge Input
  • Client Ledger
  • MODIFIERS BY PRACTITIONER CATEGORY
  • Electronic Billing
  • Practitioner Enrollment
  • Avatar NX Report Viewer
  • Practitioner Numbers By Guarantor And Program
  • Registry Settings (PM)
  • Guarantors/Payors
Scenario 1: 837 Professional - Enable Duplicate Service Modifiers
Specific Setup:
  • Registry Setting: ‘Enable Duplicate Service Modifiers’ = ‘Y’.
  • Modifiers By Practitioner Category:
  • Verify a definition the contains values in the ‘Modifier’ and ‘Duplicate Service Modifiers’ fields.
  • Note the values in ‘Modifier’, ‘Duplicate Service Modifiers’, ‘Guarantor ID’, ‘Program’ and ‘Practitioner Category’.
  • Unclaimed services that can be billed on the 837 Professional for the ‘Guarantor ID’, ‘Program’ and ‘Practitioner Category’ are identified. At least one occurrence of a duplicated service occurs, or a service that was transferred to another guarantor exists.
Steps
  1. Open ‘Electronic Billing’.
  2. Create an 837 Professional for the services.
  3. Review the ‘Dump File’
  4. Validate that the SV1 segment contain the appropriate modifiers for non-duplicated services.
  5. Validate that the SV1 segment contain the appropriate modifiers for duplicated services.
  6. Close the report.
  7. Close the form.
837 Professional - CLM segment
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Guarantors/Payors
  • Registry Settings (PM)
  • Dictionary Update (PM)
  • Service Codes
  • Service Fee/Cross Reference Maintenance
  • Program Maintenance
  • Diagnosis
  • Financial Eligibility
  • Client Charge Input
  • Client Ledger
  • Electronic Billing
Scenario 1: PM - Electronic Billing - 837 Professional - Include primary and associated add-on services in the same claim
Specific Setup:
  • System is set up to allow ‘Add-On’ services to the primary services.
  • Service Codes:
  • Use ‘Service Code Category’ to note the ‘Primary Code’. Note the associated add-on codes.
  • Guarantors/Payors:
  • Guarantor 1: Note the ‘Financial Class’. This will be the client’s primary guarantor.
  • Guarantor 2: Note the ‘Financial Class’. This will be the client’s secondary guarantor.
  • Guarantor/Program Billing Defaults:
  • The ‘Maximum Service Information Per Claim Information (Maximum LX Per CLM)’ = 1.
  • Clients:
  • Client 1:
  • Is enrolled in an outpatient program. Note the program.
  • Client has an active diagnosis record.
  • Client has an active financial eligibility record with the above guarantors.
  • Services have been provided for the above ‘Primary Code’ that include add-on codes.
  • Close Charges was used to close the charges.
  • Client Ledger has been used to verify that the liability distributed to the primary guarantor, and note the dates of service for closed, unclaimed services for the above service codes.
  • Client 2:
  • Is enrolled in an inpatient program. Note the program.
  • Client has an active diagnosis record.
  • Client has an active financial eligibility record with a primary and secondary guarantor.
  • Services have been provided for the above ‘Primary Code’ that include add-on codes.
  • Close Charges was used to close the charges.
  • Client Ledger has been used to verify that the liability distributed to the primary guarantor, and note the dates of service for closed, unclaimed services for the above service codes.
Steps
  1. Open ‘Electronic Billing’.
  2. Select ‘837-Professional’ in ‘Billing Form’.
  3. Select the primary guarantor ‘Financial Class in ‘Type Of Bill’.
  4. Select ‘Individual’ in ‘Individual Or All Guarantors’.
  5. Select the primary guarantor in ‘Guarantor’.
  6. Select ‘Outpatient’ in ‘Billing Type’.
  7. Select ‘Sort File’ in ‘Billing Options’.
  8. Enter the desired value in ‘File Description/Name’.
  9. Select ‘All Clients’ in ‘All Clients Or Interim Billing Batch’.
  10. Select desired value in ‘Program(s)’.
  11. Select ‘No’ in ‘Create Claims’.
  12. Enter the desired value in ‘First Date Of Service To Include’.
  13. Enter the desired value in ‘Last Date Of Service To Include’.
  14. Select ‘All in ‘Include Primary and/or Secondary Billing.
  15. Click [Process].
  16. Validate the ‘Processing Report’ message contains ‘Compile Complete’.
  17. Click [OK].
  18. Select ‘Dump File’ in ‘Billing Options’.
  19. Select ‘Print’ in ‘Print Or Delete Report’.
  20. Select the desired report in ‘File’.
  21. Click [Process].
  22. Validate that there is one ‘CLM’ segment per service,
  23. Close the report.
  24. Close the form.
  25. If desired, use 'Individual Cash Posting' to transfer the services to the secondary guarantor, transferring an add-on code before the transferring the primary code.
  26. If the transfer was performed, process the ‘837-Professional’ again to validate that only one claim is created for the service.
Topics
• 837 Professional • NX
Update 63 Summary | Details
Document Routing - Replace ‘Date Created’ with ‘Date Signed’ on Document Routing Images.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
  • Document Routing Setup (PM)
  • Admission
  • Client
  • Disclosure Management
  • Disclosure Management Configuration
  • Progress Notes (Group and Individual)
  • Treatment Plan
  • Clinical Document Viewer
Scenario 1: Disclosure Management - Date Created vs. Date Signed - Document Routing disabled
Specific Setup:
  • Registry setting "Replace 'Date Created' with 'Date Signed' on Document Routing Images" must be enabled.
  • Using the "Document Routing Setup" form, disable document routing for Progress Notes (Group and Individual), Treatment Plan and a user modeled form.
  • Using "Disclosure Management Configuration", include "Progress Notes (Group and Individual), Treatment Plan and a user modeled form among the forms available to the "Disclosure Management" form.
Steps
  1. Using the "Progress Notes (Group and Individual)" form:
  2. Generate a progress note.
  3. Finalize the note.
  4. Validate the first line of ever page of the document begins with "Date Signed" followed by the date and time the document was finalized.
  5. Using the "Treatment Plan" form:
  6. Generate a new treatment plan.
  7. Finalize the note.
  8. Validate the first line of ever page of the document begins with "Date Signed" followed by the date and time the document was finalized.
  9. Using a user modeled form:
  10. Generate a new form.
  11. Finalize the form.
  12. Validate the first line of ever page of the document begins with "Date Signed" followed by the date and time the document was finalized.
  13. Open the "Disclosure Management" form:
  14. Generate a disclosure packet.
  15. On the Request section, select the client, episode and Request Information Start and End Dates that will encompass the forms previously generated for this test.
  16. Click "Apply Filters to Document Images" button.
  17. In the "Requested Chart Items" box, select "Progress Notes (Group and Individual)", Treatment Plan, user modeled forms you want to include in the disclosure packet.
  18. In the "Requested Document Images" box, select the forms for Progress Notes (Group and Individual), Treatment Plan and user modeled form you want to include in the disclosure packet.
  19. Navigate to the "Authorization" section.
  20. Select the same Episode and the Authorization Start and End Dates.
  21. Click "Yes - Default All Chat Items to Yes" radio button.
  22. Click "Update Chart Items Authorized for Disclosure" button.
  23. Click "Save" button.
  24. Click "Refresh Chart Items" button.
  25. Click "Yes - Default All Document Items To Yes" radio button.
  26. Click the "Update Document Images Authorized for Disclosure" button.
  27. Click "Save" button.
  28. Click "Refresh Document Images" button.
  29. Navigate to the "Disclosure" section.
  30. Populate the "Disclosure Date" and "Disclosure Time".
  31. Select all items in the "Chart Disclosure Information" box.
  32. Select all items in the "Disclosure Images" box.
  33. Select "Electronic" in the "Disclosure Method" field.
  34. Click "Process" button.
  35. Select various forms and then press "View".
  36. Validate the forms that were filed after the registry setting for "Replace 'Date Created' With 'Date Signed" on all "Document Routing Images" labels begin with "Date Signed" and the date and time the form was finalized.
  37. Click "Disclose" button.
  38. The final disclosure packet is presented.
  39. Validate the forms that were filed after the registry setting for "Replace 'Date Created' With 'Date Signed" on all "Document Routing Images" labels begin with "Date Signed" and the date and time the form was finalized.
  40. Click "Save" to generate the disclosure packet into a PDF document to be provided for the request, authorization and disclosure.
  41. Open the "Disclosure Management" form:
  42. Select to edit the disclosure that was just filed.
  43. Validate it displays as it was previously saved.
Scenario 2: Disclosure Management - Form Validations
Specific Setup:
  • In the 'View Attachment Types field on the 'Disclosure Management Configuration' form, select various modeled and product form type attachments to include for requesting and authorizing document images for disclosure.
  • In the product and modeled forms selected in the previous step, have documents generated for a client in multiple episodes (Client A).
  • The 'Sort Episodes by Admission Date' registry setting must be enabled.
Steps
  1. Select "Client A" and access the 'Disclosure Management' form.
  2. Enter a date in the 'Request Date' field.
  3. Enter a date in the 'Request Information Start Date' field.
  4. Enter a date in the 'Request Information End Date' field.
  5. In the 'Requested Episode(s)' field, validate all episodes are listed and displayed in a readable format.
  6. Select the desired episodes to include.
  7. Click [Apply Filter to Document Images].
  8. Select the desired items in the 'Requested Chart Items' field.
  9. Select the desired documents in the 'Requested Document Images' field.
  10. Enter an organization name in the 'Organization' field.
  11. Go to the 'Authorization' section.
  12. Select "Yes" in the 'Signed Authorization On File' field.
  13. Enter a date in the 'Authorization Start Date' field.
  14. Enter a date in the 'Authorization End Date' field.
  15. Validate all episodes are listed and displayed in a readable format in the 'Authorization Episode(s)' field.
  16. Select desired episodes to include in the 'Authorization Episode(s)' field.
  17. Click [Update Chart Items Authorized For Disclosure].
  18. Validate all items are set to "Yes" in the 'Authorized' field.
  19. Click [Save].
  20. Click [Refresh Chart Items].
  21. Click [Apply Filter to Document Images].
  22. Click [Update Document Images Authorized for Disclosure].
  23. Validate all items are set "Yes" in the 'Authorized' field.
  24. Click [Save].
  25. Click [Refresh Document Images].
  26. Go to the 'Disclosure' section.
  27. Enter a date in the 'Disclosure Date' field
  28. Enter a time in the 'Disclosure Time' field.
  29. Select "Electronic" in the 'Disclosure Method' field.
  30. Click [Process].
  31. Validate the items list in the 'Disclosure Management' panel are as expected.
  32. Select the item and click [View].
  33. Validate the documents displays as expected.
  34. Click [Disclose].
  35. Validate the disclosure displays as expected and 'Save' displays.
  36. Click [Save].
  37. Validate a 'Confirm' dialog stating: "Save PDF on your computer?" and click [OK].
  38. Validate the file downloads.
  39. Validate a 'Disclosure' dialog stating: "Once this Disclosure Management record is filed with a Disclosure Date entered it will no longer be available for edit. This record will be available to view and print items." and click [Cancel].
  40. Validate a dialog stating: "Filing cancelled." and click [OK].
  41. Click [Save].
  42. Validate a 'Confirm' dialog stating: "Save PDF on your computer?" and click [Cancel].
  43. Validate nothing downloads.
  44. Validate a 'Disclosure' dialog stating: "Once this Disclosure Management record is filed with a Disclosure Date entered it will no longer be available for edit. This record will be available to view and print items." and click [OK].
  45. Validate the form closes.
Scenario 3: Registry Setting - Replace 'Date Created' with 'Date Signed'
Steps
  1. Open the "Registry Setting" form.
  2. Set the "RADplus->Document Routing->Document Routing Setup->->->Replace 'Date Created' with 'Date Signed' on Document Routing Images' to any value other than "Y" or "N".
  3. Validate the error message "The selected value is not valid in the current system code for the following reason: Please enter "Y" or "N".
  4. Set registry setting to "N".
  5. Using the "Document Routing Setup" form, enable document routing for the "Progress Notes (Group and Individual)" form,
  6. Open the "Progress Notes (Group and Individual)" form.
  7. File an individual progress note.
  8. Finalize and route the note.
  9. Navigate to the "ToDo" widget for the approver.
  10. Validate the first line of every page of the document begins with "Date Created" followed by the date and time the document was finalized.
  11. Click "Accept".
  12. Click "Sign".
  13. Using the "Clinical Document Viewer", validate the document displays as it was filed with "Date Crated" on the first line of every page.
  14. Open the "Registry Setting" form.
  15. Set registry setting "Replace 'Date Created' with 'Date Signed' on Document Routing Images" to "Y".
  16. Using the "Document Routing Setup" form, enable document routing for the "Progress Notes (Group and Individual)" form, form.
  17. Open the "Progress Notes (Group and Individual)" form.
  18. File and individual progress note.
  19. Finalize and route the note.
  20. Navigate to the "ToDo" widget for the approver.
  21. Validate the first line of every page of the document begins with "Date Signed" followed by the date and time the document was finalized.
  22. Click "Accept".
  23. Click "Sign".
  24. Using the "Clinical Document Viewer", validate the document displays as it was filed with "Date Signed" on the first line of every page.
Scenario 4: Progress Notes (Group and Individual) - Date Created vs. Date Signed
Specific Setup:
  • Registry setting "Replace 'Date Created' with 'Date Signed' on Document Routing Images" must be disabled.
  • Using the "Document Routing Setup" form, enable document routing for the "Progress Notes (Group and Individual)" form.
  • Using "Disclosure Management Configuration", the "Progress Notes (Group and Individual)" form among the forms available to the "Disclosure Management" form.
Steps
  1. Open the "Progress Notes (Group and Individual) form.
  2. Create a form.
  3. Finalize and route the document.
  4. Navigate to the "ToDo" widget.
  5. Validate the first lien of every document begins with "Date Created" followed by the date and time the document was finalized.
  6. Click "Accept".
  7. Click "Sign".
  8. Close the "ToDo" widget.
  9. Open the "Registry Setting" form.
  10. Enable the registry setting "Replace 'Date Created' with 'Date Signed' on Document Routing images".
  11. Open the "Progress Notes (Group and Individual)" form.
  12. Create a form.
  13. Finalize and route the document.
  14. Navigate to the "ToDo" widget.
  15. Validate the first lien of every document begins with "Date Signed" followed by the date and time the document was finalized.
  16. Click "Accept".
  17. Click "Sign".
  18. Close the "ToDo" widget.
  19. Open the "Clinical Document Viewer" form.
  20. View both documents that were just saved with the different labels.
  21. Validate the first one finalized includes the "Date Created" label.
  22. Validate the second one finalized includes the "Date Signed" label.
Scenario 5: Treatment Plan - Date Created vs. Date Signed
Specific Setup:
  • Registry setting "Replace 'Date Created' with 'Date Signed' on Document Routing Images" must be disabled.
  • Using the "Document Routing Setup" form, enable document routing for the "Treatment Plan" form.
  • Using "Disclosure Management Configuration", the "Progress Notes (Group and Individual)" form among the forms available to the "Disclosure Management" form.
Steps
  1. Open the "Treatment Plan" form.
  2. Create a form.
  3. Finalize and route the document.
  4. Navigate to the "ToDo" widget.
  5. Validate the first lien of every document begins with "Date Created" followed by the date and time the document was finalized.
  6. Click "Accept".
  7. Click "Sign".
  8. Close the "ToDo" widget.
  9. Open the "Registry Setting" form.
  10. Enable the registry setting "Replace 'Date Created' with 'Date Signed' on Document Routing images".
  11. Open the "Treatment Plan" form.
  12. Create a form.
  13. Finalize and route the document.
  14. Navigate to the "ToDo" widget.
  15. Validate the first lien of every document begins with "Date Signed" followed by the date and time the document was finalized.
  16. Click "Accept".
  17. Click "Sign".
  18. Close the "ToDo" widget.
  19. Open the "Clinical Document Viewer" form.
  20. View both documents that were just saved with the different labels.
  21. Validate the first one finalized includes the "Date Created" label.
  22. Validate the second one finalized includes the "Date Signed" label.
Scenario 6: User Modeled Form - Date Created vs. Date Signed
Specific Setup:
  • Registry setting "Replace 'Date Created' with 'Date Signed' on Document Routing Images" must be disabled.
  • Using the "Document Routing Setup" form, enable document routing for a user modeled form.
  • Using "Disclosure Management Configuration", the user modeled form among the forms available to the "Disclosure Management" form.
Steps
  1. Open the user modeled form.
  2. Create a form.
  3. Finalize and route the document.
  4. Navigate to the "ToDo" widget.
  5. Validate the first lien of every document begins with "Date Created" followed by the date and time the document was finalized.
  6. Click "Accept".
  7. Click "Sign".
  8. Close the "ToDo" widget.
  9. Open the "Registry Setting" form.
  10. Enable the registry setting "Replace 'Date Created' with 'Date Signed' on Document Routing images".
  11. Open the user modeled form.
  12. Create a form.
  13. Finalize and route the document.
  14. Navigate to the "ToDo" widget.
  15. Validate the first lien of every document begins with "Date Signed" followed by the date and time the document was finalized.
  16. Click "Accept".
  17. Click "Sign".
  18. Close the "ToDo" widget.
  19. Open the "Clinical Document Viewer" form.
  20. View both documents that were just saved with the different labels.
  21. Validate the first one finalized includes the "Date Created" label.
  22. Validate the second one finalized includes the "Date Signed" label.
Scenario 7: Disclosure Management - Date Created vs. Date Signed - Document Routing Enabled
Specific Setup:
  • Registry setting "Replace 'Date Created' with 'Date Signed' on Document Routing Images" must be enabled.
  • Using the "Document Routing Setup" form, enable document routing for Progress Notes (Group and Individual), Treatment Plan and a user modeled form.
  • Using "Disclosure Management Configuration", include "Progress Notes (Group and Individual), Treatment Plan and a user modeled form among the forms available to the "Disclosure Management" form.
Steps
  1. Using the "Progress Notes (Group and Individual)" form:
  2. Generate a progress note.
  3. Finalize and route the note.
  4. Validate the first line of ever page of the document begins with "Date Signed" followed by the date and time the document was finalized.
  5. Using the "Treatment Plan" form:
  6. Generate a new treatment plan.
  7. Finalize and route the note.
  8. Validate the first line of ever page of the document begins with "Date Signed" followed by the date and time the document was finalized.
  9. Using a user modeled form:
  10. Generate a new form.
  11. Finalize and route the form.
  12. Validate the first line of ever page of the document begins with "Date Signed" followed by the date and time the document was finalized.
  13. Open the "Disclosure Management" form:
  14. Generate a disclosure packet.
  15. On the Request section, select the client, episode and Request Information Start and End Dates that will encompass the forms previously generated for this test..
  16. Click "Apply Filters to Document Images" button.
  17. In the "Requested Chart Items" box, select "Progress Notes (Group and Individual), Treatment Plan, user modeled forms you want to include in the disclosure packet.
  18. In the "Requested Document Images" box, select the forms for Progress Notes (Group and Individual), Treatment Plan and user modeled form you want to include in the disclosure packet.
  19. Navigate to the "Authorization" section.
  20. Select the same Episode and the Authorization Start and End Dates.
  21. Click "Yes - Default All Chat Items to Yes" radio button.
  22. Click "Update Chart Items Authorized for Disclosure" button.
  23. Click "Save" button.
  24. Click "Refresh Chart Items" button.
  25. Click "Yes - Default All Document Items To Yes" radio button.
  26. Click the "Update Document Images Authorized for Disclosure" button.
  27. Click "Save" button.
  28. Click "Refresh Document Images" button.
  29. Navigate to the "Disclosure" section.
  30. Populate the "Disclosure Date" and "Disclosure Time".
  31. Select all items in the "Chart Disclosure Information" box.
  32. Select all items in the "Disclosure Images" box.
  33. Select "Electronic" in the "Disclosure Method" field.
  34. Click "Process" button.
  35. Select various forms and then press "View".
  36. Validate the forms that were filed after the registry setting for "Replace 'Date Created' With 'Date Signed" on all "Document Routing Images" labels begin with "Date Signed" and the date and time the form was finalized.
  37. Click "Disclose" button.
  38. The final disclosure packet is presented.
  39. Validate the forms that were filed after the registry setting for "Replace 'Date Created' With 'Date Signed" on all "Document Routing Images" labels begin with "Date Signed" and the date and time the form was finalized.
  40. Click "Save" to generate the disclosure packet into a PDF document to be provided for the request, authorization and disclosure.
  41. Open the "Disclosure Management" form ;
  42. Select to edit the disclosure that was just filed.
  43. Validate it displays as it was previously saved.
Topics
• Disclosure • NX • Progress Notes (Group And Individual) • Treatment Plan • Modeling
Update 64 Summary | Details
CareConnect HIE Configuration - 'Progress Notes Available in Carequality' help message
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareConnect HIE Configuration
  • CareFabric Monitor
Scenario 1: CareConnect HIE Configuration - Field Validations
Specific Setup:
  • Carequality is enabled in the 'CareConnect HIE Configuration' form.
Steps
  1. Access the 'CareConnect HIE Configuration' form.
  2. Select the "Carequality Configuration" section.
  3. Click the help message for the 'Progress Notes Available in Carequality' field.
  4. Validate the help message contains: "The most recently signed progress notes specified here will be available via Carequality queries to outside providers. Only product progress notes or copies of product progress notes are available. The only information included in Carequality Response is the Notes Section of the progress note. No site specific fields will be included. Please note: This functionality was released prior to and is completely separate from the clinical note mapping capabilities that were released to support clinical notes mapping required with the ONC Certification and Cures Update."
  5. Click [OK].
  6. Select the desired form(s) in the 'Progress Notes Available in Carequality' field.
  7. Click [Submit].
  8. Access the 'CareConnect HIE Configuration' form.
  9. Select the "Carequality Configuration" section.
  10. Validate the 'Progress Notes Available in Carequality' field contains the form(s) selected in the previous steps.
  11. Close the form.
Topics
• CareConnect
Update 68 Summary | Details
CPT Code Definition - Report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CPT Code Definition (PM)
Scenario 1: CPT Code Definition - Print CPT code
Steps
  1. Open the 'CPT Code Definition' form.
  2. Add desired CPT code.
  3. Click [File Codes].
  4. Edit the same code.
  5. Click [File Codes].
  6. Click [Print CPT Codes].
  7. Validate that the report displays correctly and does not overlap the fields.
  8. Search for the code added above and validate the data.
  9. Close the report.
  10. Close the form.
Topics
• CPT Codes • NX
Update 69 Summary | Details
Diagnosis - 'Default 'Add To Problem List' to "Yes" on New Diagnosis' registry setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Diagnosis
Scenario 1: Diagnosis - Validate the 'Default 'Add To Problem List' to "Yes" on New Diagnosis' registry setting
Specific Setup:
  • The 'Default 'Add To Problem List' to "Yes" on New Diagnosis' registry setting is set to "Y".
  • 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 the desired date in the 'Date Of Diagnosis' field.
  4. Enter the desired time in the 'Time Of Diagnosis' field.
  5. Click [New Row].
  6. Search for and select the desired diagnosis in the 'Diagnosis Search' field.
  7. Select "Active" in the 'Status' field.
  8. Validate the 'Add To Problem List' field contains "Yes" by default.
  9. Select the desired practitioner in the 'Diagnosing Practitioner' field.
  10. Click [New Row].
  11. Search for and select the desired new diagnosis in the 'Diagnosis Search' field.
  12. Select "Rule-out" in the 'Status' field.
  13. Validate the 'Add To Problem List' field is disabled and does not contain a value.
  14. Select the desired practitioner in the 'Diagnosing Practitioner' field.
  15. Click [Submit].
  16. Select "Client A" and access the 'Problem List' form.
  17. Click [View/Enter Problems].
  18. Validate only the active diagnosis filed in the previous steps displays in the 'Problem List'.
  19. Close the form.
  20. Access Crystal Reports or other SQL Reporting Tool.
  21. Create a report using the 'SYSTEM.client_diagnosis_entry' SQL table.
  22. Validate two rows are displayed for the diagnosis records added in the previous steps.
  23. Validate that the active diagnosis has "Yes" in the 'add_prob_list_value' field.
  24. Validate the ruled-out diagnosis has "No Entry" in the 'add_prob_list_value' field.
  25. Close the report.
Topics
• Registry Settings • Diagnosis • Problem List
Update 70 Summary | Details
Payment By Posting Date Report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Payment by Posting Date
Scenario 1: Payment by Posting Date - Field Validations
Specific Setup:
  • There must be payments posted within the date range entered.
Steps
  1. Access the 'Payment by Posting Date' form.
  2. Validate the 'User' field is empty.
  3. Select "All Users" in the 'Report Type' field.
  4. Validate the 'User' field is disabled.
  5. Validate the 'Receipt Number' field is disabled.
  6. Validate the 'Check Number' field is disabled.
  7. Validate the 'Client' field is disabled.
  8. Enter the desired value in the 'Start Date' field.
  9. Enter the desired value in the 'End Date' field.
  10. Click [Process].
  11. Validate the crystal report displays the report data.
  12. If desired, note a 'User', 'Receipt Number', 'Check Number' and 'Client' to process other 'Report Type' options.
  13. Close the report.
  14. If desired, process reports by 'User', 'Receipt Number', 'Check Number' and 'Client' and validate the data.
  15. Close the form.
Topics
• Billing
Update 71 Summary | Details
Financial Eligibility options - customize plan.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Financial Eligibility
  • Select Plan Level To Default
  • Cross Episode Financial Eligibility
  • Family Financial Eligibility
Scenario 1: Financial Eligibility options - Default Guarantor Plan into new plan level
Specific Setup:
  • Benefit Plan:
  • Identify a plan that contains values in ‘Program Association’ at a minimum.
  • Note the value for all other fields.
  • Guarantors/Payors:
  • Identify a guarantor that contains the above plan in ‘Default Guarantor Plan’ and ‘Yes in ‘Allow Customization Of Guarantor Plan’.
  • Client 1:
  • A client is identified that has a ‘Financial Eligibility’ record with the above guarantor.
  • Client 2:
  • A client is identified that has more than one episode, and a ‘Cross Episode Financial Eligibility’ record with the above guarantor.
  • Family 1:
  • A registered family has a ‘Family Financial Eligibility’ record with the above guarantor.
Steps
  1. Open ‘Financial Eligibility’ for Client 1.
  2. Select the ‘Guarantor Selection’ section.
  3. Select the guarantor from setup.
  4. Click [Edit ‘Selected Item].
  5. Select the ‘Customize Plan’ section.
  6. Click [Add New Item].
  7. Click [Select Plan Level To Default].
  8. Select the plan from setup.
  9. Validate that all data defaulted into the added item.
  10. Click [Submit].
  11. Open ‘Cross Episode Financial Eligibility’ for Client 2.
  12. Select the ‘Guarantor Selection’ section.
  13. Select the guarantor from setup.
  14. Click [Edit ‘Selected Item].
  15. Select the ‘Customize Plan’ section.
  16. Click [Add New Item].
  17. Click [Select Plan Level To Default].
  18. Select the plan from setup.
  19. Validate that all data defaulted into the added item.
  20. Click [Submit].
  21. Open ‘Family Financial Eligibility’ for the registered family.
  22. Select the ‘Guarantor Selection’ section.
  23. Select the guarantor from setup.
  24. Click [Edit ‘Selected Item].
  25. Select the ‘Customize Plan’ section.
  26. Click [Add New Item].
  27. Click [Select Plan Level To Default].
  28. Select the plan from setup.
  29. Validate that all data defaulted into the added item.
  30. Click [Submit].
Topics
• Financial Eligibility • Cross Episode Financial Eligibility • NX
Update 74 Summary | Details
Client Name display
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
  • MPI Search
  • Admission
  • Update Client Data
Scenario 1: Admission - Admit a new client when MPI is enabled and the 'Client Demographics - Additional Fields' registry setting does not include "Detailed Client Name"
Specific Setup:
  • 'Master Patient Index' must be enabled and configured. Please note: this must be done by a Netsmart Representative.
  • The 'Avatar PM->Client Information->Client Demographics->->->Client Demographics - Additional Fields' does not include "3 - Detailed Client Name".
  • User must have access to the 'SYSTEM.patient_demographic_history' and 'SYSTEM.patient_current_demographics' SQL tables.
Steps
  1. Access the 'Admission' form.
  2. Validate the 'Client Search' dialog is displayed.
  3. Enter "Nonsense" in the 'Last Name' field.
  4. Enter "Nonsense" in the 'First Name' field.
  5. Select the desired value in the 'Sex' field.
  6. Click [Search] and [New Client].
  7. Validate the 'Master Patient Index Search' dialog is displayed.
  8. Enter "NONSENSE" in the 'Last Name' field.
  9. Click [Search MPI] and [Add New Client].
  10. Validate the 'Admission' form is displayed.
  11. Validate the 'Client Name' field contains "NONSENSE,NONSENSE".
  12. Enter "NAME,TEST" in the 'Client Name' field.
  13. Enter the desired date in the 'Preadmit/Admission Date' field.
  14. Enter the desired time in the 'Preadmit/Admission Time' field.
  15. Select the desired value in the 'Program' field.
  16. Select the desired value in the 'Type Of Admission' field.
  17. Populate any other required and desired fields.
  18. Click [Submit].
  19. Validate the 'Recent Clients' field contains "TEST NAME".
  20. Access the 'Update Client Data' form.
  21. Validate the 'Client Header' contains "TEST NAME".
  22. Validate the 'Client Name' field contains "NAME,TEST".
  23. Close the form.
  24. Access Crystal Reports or other SQL Reporting tool.
  25. Create a report using the 'SYSTEM.patient_current_demographics' SQL table. Be sure to include the 'patient_name', 'patient_name_first', 'patient_name_last' fields.
  26. Navigate to the row for the client admitted in the previous steps.
  27. Validate the 'patient_name' field contains "NAME,TEST".
  28. Validate the 'patient_name_last' field contains "NAME".
  29. Validate the 'patient_name_first' field contains "TEST".
  30. Close the report.
  31. Create a report using the 'SYSTEM.patient_demographic_history' SQL table. Be sure to include the 'patient_name', 'patient_name_first', 'patient_name_last' fields.
  32. Navigate to the row for the client admitted in the previous steps.
  33. Validate the 'patient_name' field contains "NAME,TEST".
  34. Validate the 'patient_name_last' field contains "NAME".
  35. Validate the 'patient_name_first' field contains "TEST".
  36. Close the report.
Scenario 2: Admission - Admit a new client when the 'Client Demographics - Additional Fields' registry setting does not include "Detailed Client Name"
Specific Setup:
  • The 'Avatar PM->Client Information->Client Demographics->->->Client Demographics - Additional Fields' does not include "3 - Detailed Client Name".
  • User must have access to the 'SYSTEM.patient_demographic_history' and 'SYSTEM.patient_current_demographics' SQL tables.
Steps
  1. Access the 'Admission' form.
  2. Validate the 'Client Search' dialog is displayed.
  3. Enter "Nonsense" in the 'Last Name' field.
  4. Enter "Nonsense" in the 'First Name' field.
  5. Select the desired value in the 'Sex' field.
  6. Click [Search], [New Client], and [Yes].
  7. Validate the 'Admission' form is displayed.
  8. Validate the 'Client Name' field contains "NONSENSE,NONSENSE".
  9. Enter "NAME,TEST" in the 'Client Name' field.
  10. Enter the desired date in the 'Preadmit/Admission Date' field.
  11. Enter the desired time in the 'Preadmit/Admission Time' field.
  12. Select the desired value in the 'Program' field.
  13. Select the desired value in the 'Type Of Admission' field.
  14. Populate any other required and desired fields.
  15. Click [Submit].
  16. Validate the 'Recent Clients' field contains "TEST NAME".
  17. Access the 'Update Client Data' form.
  18. Validate the 'Client Header' contains "TEST NAME".
  19. Validate the 'Client Name' field contains "NAME,TEST".
  20. Close the form.
  21. Access Crystal Reports or other SQL Reporting tool.
  22. Create a report using the 'SYSTEM.patient_current_demographics' SQL table. Be sure to include the 'patient_name', 'patient_name_first', 'patient_name_last' fields.
  23. Navigate to the row for the client admitted in the previous steps.
  24. Validate the 'patient_name' field contains "NAME,TEST".
  25. Validate the 'patient_name_last' field contains "NAME".
  26. Validate the 'patient_name_first' field contains "TEST".
  27. Close the report.
  28. Create a report using the 'SYSTEM.patient_demographic_history' SQL table. Be sure to include the 'patient_name', 'patient_name_first', 'patient_name_last' fields.
  29. Navigate to the row for the client admitted in the previous steps.
  30. Validate the 'patient_name' field contains "NAME,TEST".
  31. Validate the 'patient_name_last' field contains "NAME".
  32. Validate the 'patient_name_first' field contains "TEST".
  33. Close the report.
Topics
• Registry Settings • Admission
Update 107 Summary | Details
Consent for Access - External Network
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Consent For Access
  • Dictionary Update (PM)
Scenario 1: "Consent for Access" form - Consent on External Network section
Specific Setup:
  • An existing client must be identified, Client A.
Steps
  1. Open the 'Consent For Access' form for the client identified in the setup section.
  2. Select the "External Network" section.
  3. Click [Add New Item].
  4. Select "Network" in the 'Consent for' field.
  5. Select the desired network in the 'Network' field.
  6. Select "Grant" in the 'Consent to Opt In/Opt Out' field.
  7. Validate no warning message is displayed.
  8. Enter the desired date in the 'Start Date' field.
  9. Click [Add New Item].
  10. Select "Organization" in the 'Consent for' field.
  11. Select the desired organization in the 'Organization' field.
  12. Select "Grant" in the 'Consent to Opt In/Opt Out' field.
  13. Validate a "Warning" message is displayed stating: "Granting individual consent to an organization includes the granting of access to information covered under the 42 CFR Part 2. Do you want to continue?" Please note: This message will only be displayed when selecting "Grant" consent for an organization or referral provider.
  14. Click [Yes].
  15. Enter the desired date in the 'Start Date' field.
  16. Click [Submit].
  17. Access Crystal Reports or other SQL Reporting tool.
  18. Create a report using the 'SYSTEM.consent_for_access' table.
  19. Validate two rows are displayed for the consent records filed in the previous steps - One for Network and one for Organization. Validate all information is displayed correctly.
  20. Select the client identified in setup section and access the 'Consent For Access' form.
  21. Select the "External Network" section.
  22. Select one of the records created in the previous steps.
  23. Click [Edit Selected Item].
  24. Enter any new value in the 'Start Date' field.
  25. Click [Submit].
  26. Access Crystal Reports or other SQL Reporting tool.
  27. Refresh the report using the SYSTEM.consent_for_access table.
  28. Navigate to row associated to the consent record updated in the previous steps.
  29. Validate the 'data_entry_by' field contains the user who updated the record.
  30. Validate the 'data_entry_date' field contains the date the record was updated.
  31. Validate the 'data_entry_time' field contains the time the record was updated.
  32. Validate the 'start_date' field contains the new date.
  33. Close the report.
  34. Create a new report using the SYSTEM.audit_consent_for_access table.
  35. Validate a row is displayed for the consent record updated in the previous steps.
  36. Validate the 'PATID' field contains 'Client A' ID.
  37. Validate the 'audit_data_entry_section' field contains "Updated".
  38. Validate the 'audit_data_entry_by' field contains the user who updated the record.
  39. Validate the 'audit_date' field contains the date the record was updated.
  40. Validate the 'audit_time' field contains the time the record was updated.
  41. Validate the 'start_date' field contains the original start date filed, not the updated date.
  42. Validate all other fields contain the original data for the consent record.
  43. Close the report.
Scenario 2: Dictionary Update - Client file - Add/Edit/Print dictionary
Steps
  1. Open the 'Dictionary Update' form.
  2. Select 'Client' in the 'File' field.
  3. Select 'Location' in the 'Data Element' field.
  4. Enter desired code to the 'Dictionary Code' field. Note the code.
  5. Enter desired value to the 'Dictionary Value' field. Note the value.
  6. Enter in extended data elements as necessary.
  7. Click [Apply Changes].
  8. Validate that the 'Information' dialog contains 'Filed!'.
  9. Click [OK].
  10. Select 'Print Dictionary' section.
  11. Select 'Client' in the 'File' field.
  12. Select 'Individual Data Element' radio button.
  13. Select 'Location Status' from the 'Data Element' field.
  14. Click [Print Dictionary].
  15. Review the report.
  16. Verify the dictionary codes / values added in previous step display correctly.
  17. Close the report.
  18. Select 'Input Dictionary Code(s)' section.
  19. Verify the 'File' field contains 'Client'.
  20. Verify the 'Data Element' is set to the 'Location'.
  21. Select desired code which is added in previous step in the 'Dictionary Code' field.
  22. Verify the correct 'Dictionary Value' displays for the selected code.
  23. Update the value in the 'Dictionary Value' field.
  24. Click [Apply Changes].
  25. Validate that the 'Information' dialog contains 'Filed!'.
  26. Click [OK].
  27. Select 'Print Dictionary' section.
  28. Select 'Client' in the 'File' field.
  29. Select 'Individual Data Element' radio button.
  30. Select 'Location' from the 'Data Element' field.
  31. Click [Print Dictionary].
  32. Review the report.
  33. Verify the dictionary codes / values updated in previous step display correctly.
  34. Close the report.
  35. Close the form.
  36. Open the "Scheduling Calendar" form.
  37. Select an open time slot on the calendar and RightClick.
  38. Select "Add Appointment" from the dropdown.
  39. Note that the "Location" field contains the dictionary code(s)/value(s) entered in previous steps.
Topics
• Consent for Access • Dictionary
 

Avatar_PM_2023_Monthly_Release_2023.01.02_Details.csv