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ProviderConnect 2022.2.1 Acceptance Tests

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PCON-3282 Summary | Details
Client Merge Processing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Look Up Client
  • Provider Admission Pre-Display
Scenario 1: 'Client Merge' - Verification of Single-Filing Client Merge Processing in ProviderConnect
Specific Setup:
  • Avatar PM Registry Setting 'Allow Merging of All Client Data Through Single Filing' must be enabled
  • 'Source' and 'Target' client records eligible for episodic and non-episodic data merge
Steps
  1. Open Avatar PM 'Client Merge' form.
  2. Select 'Source Client ID', using client with at least one existing episode.
  3. Set 'Merge All Client Data Through Single Filing' field to 'Yes'.
  4. Select 'Target Client ID'.
  5. Click 'File' button, and click 'Yes' button in the 'Do You Wish To Continue With The Indicated Action?' dialog.
  6. Ensure that merge verification dialog is presented on completion of merge
  7. Login to Netsmart ProviderConnect as Contracting Provider agency/user.
  8. Navigate to ProviderConnect 'Lookup Client' form.
  9. Set 'Member ID' search criteria field to 'Source Client ID' and click 'Search by Criteria' button.
  10. Ensure that 'Source Client ID' client record is not returned in ProviderConnect Lookup Client results (since deleted on single-filing merge) and 'Client not found' message is displayed,
  11. Click 'Search Criteria' link to return to 'Lookup Client' criteria entry form.
  12. Set 'Member ID' search criteria field to 'Target Client ID' and click 'Search by Criteria' button.
  13. Ensure that 'Target Client ID' client record is returned in ProviderConnect Lookup Client results.
  14. Click 'Client ID' to enter 'Target Client ID' record.
  15. Navigate to ProviderConnect 'Provider Admission' pre-display.
  16. Ensure that episode records (Admission/Discharge) from both 'Source Client ID' and 'Target Client ID' are present in 'Target Client ID' record.
  17. Ensure that other applicable client records (Service Authorizations, Services, etc) from 'Source Client' are also available within 'Target Client ID' record in ProviderConnect following merge.
Scenario 2: 'Client Merge' - Verification of Episodic and Non-Episodic Client Merge Processing in ProviderConnect
Specific Setup:
  • Source' and 'Target' client records eligible for episodic and non-episodic data merge
Steps
  1. Open Avatar PM 'Client Merge' form.
  2. Select 'Source Client ID', using client with at least one existing episode.
  3. Set 'Merge All Client Data Through Single Filing' field to 'No' (if field enabled).
  4. Select 'Source Client Episode' episode value.
  5. Select 'Target Client ID'.
  6. Click 'File' button, and click 'Yes' button in the 'Do You Wish To Continue With The Indicated Action?' dialog.
  7. Ensure that merge verification dialog is presented on completion of merge.
  8. Login to Netsmart ProviderConnect as Contracting Provider agency/user.
  9. Navigate to ProviderConnect 'Lookup Client' form.
  10. Set 'Member ID' search criteria field to 'Source Client ID' and click 'Search by Criteria' button.
  11. Ensure that 'Source Client ID' client record is returned in ProviderConnect Lookup Client results (since not deleted on episodic merge).
  12. Click 'Search Criteria' link to return to 'Lookup Client' criteria entry form.
  13. Set 'Member ID' search criteria field to 'Target Client ID' and click 'Search by Criteria' button.
  14. Ensure that 'Target Client ID' client record is returned in ProviderConnect Lookup Client results.
  15. Click 'Client ID' to enter 'Target Client ID' record.
  16. Navigate to ProviderConnect 'Provider Admission' pre-display.
  17. Ensure that episodic records (Admission/Discharge, Cal-OMS records, etc) from both 'Source Client ID' and 'Target Client ID' are present in 'Target Client ID' record in ProviderConnect following episodic data merge.
  18. In Avatar 'Client Merge' form, select 'Source Client ID', using same source client as episodic merge.
  19. Set 'Merge All Client Data Through Single Filing' field to 'No' (if field enabled).
  20. Select 'Non-Episodic Data' as 'Source Client Episode' value.
  21. Select 'Target Client ID'.
  22. Click 'File' button, and click 'Yes' button in the 'Do You Wish To Continue With The Indicated Action?' dialog.
  23. Ensure that merge verification dialog is presented on completion of merge.
  24. Navigate to ProviderConnect 'Lookup Client' form.
  25. Set 'Member ID' search criteria field to 'Source Client ID' and click 'Search by Criteria' button.
  26. Ensure that 'Source Client ID' client record is not returned in ProviderConnect Lookup Client results (since deleted on non-episodic merge) and 'Client not found' message is displayed.
  27. Click 'Search Criteria' link to return to 'Lookup Client' criteria entry form.
  28. Set 'Member ID' search criteria field to 'Target Client ID' and click 'Search by Criteria' button.
  29. Ensure that 'Target Client ID' client record is returned in ProviderConnect Lookup Client results.
  30. Click 'Client ID' to enter 'Target Client ID' record.
  31. Ensure that non-episodic client records (Service Authorizations, Services, etc) from 'Source Client' are available within 'Target Client ID' record in ProviderConnect following non-episodic data merge.
Topics
• Client Merge
PCON-3360 Summary | Details
ProviderConnect 'Provider Activity Report'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Provider Activity Report - Data Export File
  • Provider Activity Report - Search Criteria
Scenario 1: ProviderConnect 'Provider Activity Report' - Verification of Report Data Generation and Export
Specific Setup:
  • Note, this Report and Acceptance Testing Scenario applies only to Netsmart ProviderConnect systems connected to LA-SAPC Avatar Cal-PM systems with the 'Progress Note (BIRP)'/'Progress Note (SIRP)/Progress Note (GIRP)'/Progress Note (SOAP)' and 'Miscellaneous Notes' Modeled Form/Envelope/Data present
  • Avatar Cal-PM Customization Pack 4705.D must be installed in connected Avatar Cal-PM system
  • Clients with 'Progress Notes...' data present in Avatar Cal-PM
  • 'View Provider Activity Report' permission must be assigned to user/access group
Steps
  1. In ProviderConnect Main Menu, navigate to 'Reports' menu.
  2. Open 'Provider Activity Report'.
  3. Enter/select values for 'Program' and 'Activity Date Range' criteria fields.
  4. Click 'Generate Report' button.
  5. Ensure that message noting 'Preparing data for export, please wait...' is displayed while report data/results are being retrieved (and 'Export Provider Activity Button' is not displayed/not available to user).
  6. On completion of 'Provider Activity Report' query/full report results retrieval - Ensure that message noting 'Data prepared for export. Please save CSV file to view full report' is displayed, as well as 'Export Provider Activity Report' button for report data export.
  7. Click 'Export Provider Activity Report' button. This will download/open '.csv' (comma-separated value) data export file containing report results, named 'ProviderActivity__report_(ProgramCode)_(ReportBeginDate)_ReportEndDate)_(ReportGenerationDateTime)'. (Example: 'ProviderActivity_report_302_1_1_2022_01_16_2022_202211161154')
  8. Open data export file using local application (Microsoft Excel, Windows Notepad, Google Docs, etc).
  9. In data export file, ensure report name is included in first row. ('Provider Activity Report')
  10. In data export file, ensure selected Program criteria is included in second row. (Example: "Program: O.P. Adult Psychiatric")
  11. In data export file, ensure selected date range criteria is included in third row. (Example: "Date Range: 1/1/2022-1/16/2022")
  12. In data export file, ensure each distinct Modeled Form Progress Note.../data row applicable to report criteria is included with Client Name and PATID. (Example: "LASTNAME,FIRSTNAME", "522")
  13. In data export file, ensure each distinct Modeled Form Progress Note.../data row applicable to report criteria is included with the following fields/data where present/applicable for Progress Note... entry:
  14. 'Name'
  15. 'PATID'
  16. 'Date of Service'
  17. 'Progress/Misc Type'
  18. 'Note Type'
  19. 'Method of Delivery'
  20. 'Performing Provider'
  21. '# of Clients in Group'
  22. '# of Counselors in Group'
  23. 'Service Start Time'
  24. 'Service End Time'
  25. 'Service Duration in Minutes'
  26. 'Documentation Start Time'
  27. 'Documentation End Time'
  28. 'Documentation Time in Minutes'
  29. 'Travel Date'
  30. 'Travel TO Location Start Time'
  31. 'Travel TO Location End Time'
  32. 'Travel TO Loc. in Minutes'
  33. 'Travel FROM Location Start Time'
  34. 'Travel FROM Location End Time'
  35. 'Travel FROM Loc. in Minutes'
  36. 'Notes (Misc notes only)'
  37. In data export file, ensure that all report result rows are included in file with data elements for each column header defined, where data is present.(Example: "LASTNAME,FIRSTNAME","522","7/01/2021","BIRP","Group","Field Based Services ","MADISON,JAMES","12","2","08:32 AM","09:34 AM","62","08:33 AM","09:33 AM","60","7/02/2021","07:32 AM","10:32 AM","180","11:32 AM","01:33 PM","121","")
  38. In data export file, ensure that report result data is sorted by PATID (Client ID), Note Code/Note Type, Episode and Note Date (in this order).
  39. Ensure that if no report results/data are returned for 'Program' and 'Activity Date Range' criteria entered, user is presented with dialog message noting 'No data to export' on clicking 'Export Data' button.
  40. Ensure that if any system timeout error is encountered for query (based on 'Program' and length of 'Activity Date Range' criteria entered) and report results cannot be successfully returned, user is presented with message noting 'Data set requested is too large. Please choose a smaller date range' (in lieu of 'Data prepared for export. Please save CSV file to view full report' message).
Topics
• Reports
PCON-3371 Summary | Details
ProviderConnect 'Audit Log Report'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Audit Log Report
Scenario 1: ProviderConnect 'Audit Log Report' - Verification of Report Results For Outgoing Records
Specific Setup:
  • 'View Reports Menu' and 'View Audit Log Report' permissions must be assigned to user/access group
Steps
  1. In ProviderConnect Main Menu, navigate to 'Reports' menu.
  2. Open 'Audit Log Report'.
  3. Select 'CareLink -> MSO (Outgoing)' in the 'Transaction Type' field (if enabled, Administrative-level users only; for Provider-level users, only outgoing records are available in report).
  4. Enter/select values for Audit Log Report criteria fields ('Status', 'User', 'Member ID', 'Record Type' and/or 'Date Range').
  5. Click 'Generate Report' button to retrieve/display Audit Log Report result data.
  6. In Audit Log Report results - ensure that in any case where a 'Data Exception' error has occurred in ProviderConnect record filing/transaction to Avatar (and error cannot be corrected by resubmission of record), the 'Error' field in report results for corresponding record displays message 'A system error has occurred. Contact Netsmart support for technical assistance.'
  7. In Audit Log Report results - ensure that in any case where a 'Record ID' error has occurred in ProviderConnect record filing/transaction to Avatar (and error cannot be corrected by resubmission of record), the 'Error' field in report results for corresponding displays message 'A system filing error has occurred. Contact Netsmart support for technical assistance.'

Note - Audit Log Report results included in display are limited to first 50 records for selected search criteria.
Topics
• Reports