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ProviderConnect 2023.2.1 Acceptance Tests

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PCON-3446 Summary | Details
ProviderConnect Sexual Orientation/Gender Identification/Veteran Field Updates
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • ProviderConnect - Add New Client/Client Search
  • ProviderConnect - Demographic
  • ProviderConnect - Look Up Client
  • ProviderConnect - Provider Admission Form
  • Demographic
  • Look Up Client
  • Update Client Data
Scenario 1: ProviderConnect 'Admission' - Form and Filing Verification (Avatar Cal-PM Connected System)
Specific Setup:
  • Netsmart ProviderConnect system connected to myAvatar system with Avatar Cal-PM parent product
  • ProviderConnect System Configuration Item 'CalPM_UsingCalPM' must be set to 'True'
  • ProviderConnect System Configuration Item 'ProviderAdmissionFieldList' may optionally include value 'OtherClientData' (to enable Veteran information fields in ProviderConnect 'Admission' form)
  • 'Add New Client/Client Search', 'Create Avatar Admission' and 'View Avatar Admission' permissions must be assigned to user/access group
Steps
  1. From ProviderConnect Main Menu, navigate to 'Add New Client/Client Search' form (or 'Lookup Client' form to enter Admission/episode for existing client).
  2. Enter client search criteria field values and click 'Search' button.
  3. With client search results displayed, click 'Create Admission For New Client' button to open 'Provider Admission' form for new client record (or 'Create Admission Record' button in 'Provider Admission' pre-display if entering Admission/episode for existing client).
  4. In 'Provider Admission' form for new client, enter 'Admission Date', 'Admission Time', 'Program', 'Admitting Practitioner' and any other required fields.
  5. Ensure that the following fields are present in the ProviderConnect 'Provider Admission' form:
  6. 'Gender Identity'
  7. 'Gender Identity (Please Describe)'
  8. 'Sexual Orientation'
  9. 'Sexual Orientation (Please Describe)'
  10. Select value in 'Gender Identity' field.
  11. Ensure that the 'Gender Identity (Please Describe)' field is enabled and required if value 'Additional gender category or other, please specify' is selected in 'Gender Identity' field; enter value in 'Gender Identity (Please Describe)' field if enabled/required.
  12. Select value in 'Sexual Orientation' field.
  13. Ensure that the 'Sexual Orientation (Please Describe)' field is enabled and required if value 'Something else, please describe' is selected in 'Sexual Orientation' field; enter value in 'Sexual Orientation (Please Describe)' field if enabled/required.
  14. Ensure that the 'Are you heterosexual, lesbian, gay, bisexual, transgender or do you question your sexual orientation?' field is not present/is removed from the ProviderConnect 'Provider Admission' form.
  15. Enter/select value for the following Veteran information fields in the ProviderConnect 'Provider Admission' form if enabled/present:
  16. 'Veteran' (Yes/No)
  17. 'Military Related Disability'
  18. 'Military Branch of Service'
  19. 'Military Service From'
  20. 'Military Service To'
  21. Enter/select values for any other fields in form as required/desired.
  22. Click the 'Save Admission' button to file 'Provider Admission' form/record.
  23. From ProviderConnect Main Menu, navigate to 'Lookup Client' form (or refresh/reopen 'Provider Admission' pre-display if using existing client record).
  24. Enter values for search criteria using values filed in 'Provider Admission' form for new client record.
  25. Click the 'Search by Criteria' button.
  26. Ensure that single distinct new client record/episode is present in search results for Admission/new client record filed via 'Provider Admission' form with Client ID/Episode ID value assigned by Avatar system (or confirm single new Admission/Episode row is present in 'Provider Admission' pre-display if using existing client record).
  27. Open ProviderConnect client record and navigate to 'Demographic' pre-display sidebar tab.
  28. In ProviderConnect 'Demographic' form, ensure that demographic field values entered/filed via 'Provider Admission' form are present.
  29. In Avatar Cal-PM system, open the Client Search dialog (via 'My Clients' widget or 'Admission' form).
  30. Enter values for client search criteria using values filed in ProviderConnect for new client Admission (or existing client/new episode).
  31. Click the 'Search' button.
  32. Ensure that single distinct new client record is present in search results for Admission/new client record filed via ProviderConnect (or confirm single new Episode row is present in 'Admission' pre-display if using existing client record).
  33. Open Avatar Cal-PM 'Admission' form for client/episode filed via ProviderConnect.
  34. In Avatar Cal-PM 'Admission' form - ensure all field values entered/filed via ProviderConnect 'Provider Admission' form are present, including values for following fields where entered/filed:
  35. 'Gender Identity'
  36. 'Gender Identity (Please Describe)'
  37. 'Sexual Orientation'
  38. 'Sexual Orientation (Please Describe)'
  39. 'Veteran'
  40. 'Military Related Disability'
  41. 'Military Branch of Service'
  42. 'Military Service From'
  43. 'Military Service To'
Scenario 2: ProviderConnect 'Demographic' - Form and Filing Verification (Avatar Cal-PM Connected System)
Specific Setup:
  • Netsmart ProviderConnect system connected to myAvatar system with Avatar Cal-PM parent product
  • ProviderConnect System Configuration Item 'CalPM_UsingCalPM' must be set to 'True'
  • 'View Demographic' and 'Edit Demographic' permissions must be assigned to user/access group
Steps
  1. From ProviderConnect Main Menu, navigate to 'Lookup Client' form.
  2. Enter client search criteria field values and click 'Search by Criteria' button.
  3. Open ProviderConnect client record and navigate to 'Demographic' pre-display sidebar tab.
  4. Ensure previous/most recent values filed via ProviderConnect and/or Avatar Cal-PM 'Admission'/'Update Client Data' forms are present for all fields in ProviderConnect 'Demographic' form on entry/display.
  5. Ensure that the following fields are present in the ProviderConnect 'Demographic' form (including previously entered/filed values where available):
  6. 'Gender Identity'
  7. 'Gender Identity (Please Describe)'
  8. 'Sexual Orientation'
  9. 'Sexual Orientation (Please Describe)'
  10. Select value in 'Gender Identity' field.
  11. Ensure that the 'Gender Identity (Please Describe)' field is enabled and required if value 'Additional gender category or other, please specify' is selected in 'Gender Identity' field; enter value in 'Gender Identity (Please Describe)' field if enabled/required.
  12. Select value in 'Sexual Orientation' field.
  13. Ensure that the 'Sexual Orientation (Please Describe)' field is enabled and required if value 'Something else, please describe' is selected in 'Sexual Orientation' field; enter value in 'Sexual Orientation (Please Describe)' field if enabled/required.
  14. Ensure that the 'Are you heterosexual, lesbian, gay, bisexual, transgender or do you question your sexual orientation?' field is not present/is removed from the ProviderConnect 'Demographic' form.
  15. Ensure that the following fields are present in the ProviderConnect 'Demographic' form (including previously entered/filed values where available):
  16. 'Veteran' (Yes/No)
  17. 'Military Related Disability'
  18. 'Military Branch of Service'
  19. 'Military Service From'
  20. 'Military Service To'
  21. Enter/select value for one or more Veteran information fields listed above.
  22. Enter/select/update values for any fields in 'Demographic' form as desired.
  23. Click the 'Save Record' button to file ProviderConnect 'Demographic' form/record updates.
  24. In Avatar Cal-PM system, open Avatar Cal-PM 'Admission' or 'Update Client Data' form for client where Demographic information updated/filed via ProviderConnect.
  25. In Avatar Cal-PM 'Admission' or 'Update Client Data' form - ensure all field values entered/updated/filed via ProviderConnect 'Demographic' form are present, including values for following fields where applicable:
  26. 'Gender Identity'
  27. 'Gender Identity (Please Describe)'
  28. 'Sexual Orientation'
  29. 'Sexual Orientation (Please Describe)'
  30. 'Veteran'
  31. 'Military Related Disability'
  32. 'Military Branch of Service'
  33. 'Military Service From'
  34. 'Military Service To'
Scenario 3: ProviderConnect 'Demographic' - Verification of Member Demographic Information Receipt From Avatar Cal-PM
Specific Setup:
  • Netsmart ProviderConnect system connected to myAvatar system with Avatar Cal-PM parent product
  • ProviderConnect System Configuration Item 'CalPM_UsingCalPM' must be set to 'True'
  • 'View Demographic' permission must be assigned to user/access group
Steps
  1. In Avatar Cal-PM system, open Avatar Cal-PM 'Admission' or 'Update Client Data' form for new or existing client record.
  2. For existing client records, ensure previous/most recent values filed via Avatar Cal-PM and/or ProviderConnect are present for all fields in 'Admission' or 'Update Client Data' form.
  3. Enter or edit values for one or more Demographic data fields (Examples: 'Client Address', 'Date of Birth', 'Social Security Number').
  4. Enter/select value for 'Gender Identity' field (and enter value for 'Gender Identity (please describe)' field if applicable).
  5. Enter/select value for 'Sexual Orientation' field (and enter value for 'Sexual Orientation (please describe)' field if applicable).
  6. Enter/select values for one or more of the following Veteran information fields:
  7. 'Veteran'
  8. 'Military Related Disability'
  9. 'Military Branch Of Service'
  10. 'Military Service From' / 'Military Service To'
  11. Enter/edit values for all other Avatar Cal-PM 'Admission' or 'Update Client Data' form fields as desired/required.
  12. Click 'Submit' button to file updated Client/Member Demographic data in Avatar Cal-PM and transmit to ProviderConnect.
  13. Log in to ProviderConnect system.
  14. From ProviderConnect Main Menu, navigate to 'Lookup Client' form.
  15. Enter lookup criteria for desired client and click 'Search by Criteria' button.
  16. In 'Client Lookup' results, open client record for view.
  17. Navigate to 'Demographic' pre-display tab/form.
  18. In ProviderConnect 'Demographic' form, ensure that values filed via Avatar Cal-PM are present in ProviderConnect system, including the following fields:
  19. 'Gender Identity' (and 'Gender Identity (Please Describe)' if applicable)
  20. 'Sexual Orientation' (and 'Sexual Orientation (Please Describe)' if applicable)
  21. 'Veteran'
  22. 'Military Related Disability'
  23. 'Military Branch Of Service'
  24. 'Military Service From' / 'Military Service To'
Scenario 4: ProviderConnect Client Demographic Information - Verification of Sex/Gender Identity/Sexual Orientation Information Conversion (Avatar Cal-PM Connected System)
Specific Setup:
  • Netsmart ProviderConnect system connected to myAvatar system with Avatar Cal-PM parent product
  • ProviderConnect System Configuration Item 'CalPM_UsingCalPM' must be set to 'True'
  • Existing ProviderConnect Client Demographic/Admission episode record(s) including values for the following updated fields (prior to ProviderConnect v2023.2.1 installation):
  • 'Sex'
  • 'Are you heterosexual, lesbian, gay, bisexual, transgender or do you question your sexual orientation?'
  • 'Veteran'
  • 'Military Related Disability'
  • 'Military Branch Of Service'
  • 'Military Service From'
  • 'Military Service To'
Steps
  1. From ProviderConnect Main Menu, navigate to 'Lookup Client' form.
  2. Enter lookup criteria for desired client and click 'Search by Criteria' button (searching/selecting client record existing prior to installation of Netsmart ProviderConnect version 2023.2.1, where values exist for one or more Sex/Sexual Orientation/Veteran information fields noted in 'Setup').
  3. In 'Client Lookup' results, open client record for view.
  4. Navigate to 'Demographic' pre-display tab/form.
  5. Ensure that the following fields/values in ProviderConnect 'Demographic' record/form are populated/updated as specified for existing client records following installation of Netsmart ProviderConnect version 2023.2.1:
  6. 'Sex' field values
  7. If 'Sex' = 'MTF' (Transgender (M To F)) prior to update, 'Sex' value = 'M' (Male) following update installation
  8. If 'Sex' = 'FTM' (Transgender (F to M)) prior to update, 'Sex' value = 'F' (Female) following update installation
  9. 'Sexual Orientation' field values
  10. If 'Are you heterosexual...' = '1' (Heterosexual/Straight) prior to update, 'Sexual Orientation' value = '20430005' (Straight or heterosexual) following update installation
  11. If 'Are you heterosexual...' = '2' (Lesbian (female)) prior to update, 'Sexual Orientation' value = '38628009' (Lesbian, gay or homosexual) following update installation
  12. If 'Are you heterosexual...' = '3' (Gay (male)) prior to update, 'Sexual Orientation' value = '38628009' (Lesbian, gay or homosexual) following update installation
  13. If 'Are you heterosexual...' = '4' (Bisexual) prior to update, 'Sexual Orientation' value = '42035005' (Bisexual) following update installation
  14. If 'Are you heterosexual...' = '5' (Unsure / Questioning) prior to update, 'Sexual Orientation' value = 'UNK' (Do Not Know) following update installation
  15. If 'Are you heterosexual...' = '6' (Declined To State) prior to update, 'Sexual Orientation' value = 'ASKU' (Chose Not To Disclose) following update installation
  16. If 'Are you heterosexual...' = '7' (Transgender) prior to update, 'Sexual Orientation' value = 'OTH' (Something else, please describe) following update installation and 'Sexual Orientation (Please Describe)' field populated with value "Transgender"
  17. 'Gender Identity' field values
  18. If 'Sex' = 'M' (Male) prior to update, 'Gender Identity' value = '446151000124109' (Male) following update installation
  19. If 'Sex' = 'F' (Female) prior to update, 'Gender Identity' value = '446141000124107' (Female) following update installation
  20. If 'Sex' = 'MTF' (Transgender (M to F)) prior to update, 'Gender Identity' value = '407376001' (Male-to-Female (MTF)/Transgender Female/Trans Woman) following update installation
  21. If 'Sex' = 'FTM' (Transgender (F to M)) prior to update, 'Gender Identity' value = '407377005' (Female-to-Male (FTM)/Transgender Male/Trans Man) following update installation
  22. If 'Sex' = 'O' (Other) prior to update, 'Gender Identity' value = 'ASKU' (Chose not to disclose) following update installation
  23. If 'Sex' = 'U' (Unknown) prior to update, 'Gender Identity' value = 'ASKU' (Chose not to disclose) following update installation
  24. Veteran Information field values (Veteran', 'Military Branch Of Service', 'Military Service From', 'Military Service To' and 'Military Related Disability')
  25. Ensure Client Demographic Veteran Information fields noted above are populated with values from most recent ProviderConnect-originating episode/Admission record (based on 'Admission Date' value) where 'Veteran' (Yes/No) field has value defined
Scenario 5: ProviderConnect 'Admission' - Form and Filing Verification (Avatar PM Connected System)
Specific Setup:
  • Netsmart ProviderConnect system connected to myAvatar system with Avatar PM parent product
  • ProviderConnect System Configuration Item 'CalPM_UsingCalPM' must be set to 'False'
  • ProviderConnect System Configuration Item 'ProviderAdmissionFieldList' may optionally include value 'OtherClientData' (to enable Veteran information fields in ProviderConnect 'Admission' form)
  • 'Add New Client/Client Search', 'Create Avatar Admission' and 'View Avatar Admission' permissions must be assigned to user/access group
Steps
  1. From ProviderConnect Main Menu, navigate to 'Add New Client/Client Search' form (or 'Lookup Client' form to enter Admission/episode for existing client).
  2. Enter client search criteria field values and click 'Search' button.
  3. With client search results displayed, click 'Create Admission For New Client' button to open 'Provider Admission' form for new client record (or 'Create Admission Record' button in 'Provider Admission' pre-display if entering Admission/episode for existing client).
  4. In 'Provider Admission' form for new client, enter 'Admission Date', 'Admission Time', 'Program', 'Admitting Practitioner' and any other required fields.
  5. Enter/select value for the following Veteran information fields in the ProviderConnect 'Provider Admission' form if enabled/present:
  6. 'Veteran' (Yes/No)
  7. 'Military Related Disability'
  8. 'Military Branch of Service'
  9. 'Military Service From'
  10. 'Military Service To'
  11. Enter/select values for any other fields in form as required/desired.
  12. Click the 'Save Admission' button to file 'Provider Admission' form/record.
  13. From ProviderConnect Main Menu, navigate to 'Lookup Client' form (or refresh/reopen 'Provider Admission' pre-display if using existing client record).
  14. Enter values for search criteria using values filed in 'Provider Admission' form for new client record.
  15. Click the 'Search by Criteria' button.
  16. Ensure that single distinct new client record/episode is present in search results for Admission/new client record filed via 'Provider Admission' form with Client ID/Episode ID value assigned by Avatar system (or confirm single new Admission/Episode row is present in 'Provider Admission' pre-display if using existing client record).
  17. Open ProviderConnect client record and navigate to 'Demographic' pre-display sidebar tab.
  18. In ProviderConnect 'Demographic' form, ensure that demographic field values entered/filed via 'Provider Admission' form are present (including Yes/No read-only display of 'Veteran' field value if enabled).
  19. In Avatar PM system, open the Client Search dialog (via 'My Clients' widget or 'Admission' form).
  20. Enter values for client search criteria using values filed in ProviderConnect for new client Admission (or existing client/new episode).
  21. Click the 'Search' button.
  22. Ensure that single distinct new client record is present in search results for Admission/new client record filed via ProviderConnect (or confirm single new Episode row is present in 'Admission' pre-display if using existing client record).
  23. Open Avatar PM 'Admission' form for client/episode filed via ProviderConnect.
  24. In Avatar PM 'Admission' form - ensure all field values entered/filed via ProviderConnect 'Provider Admission' form are present (including values for all Veteran information fields listed above if enabled/filed, under 'Other Client Data' section of Avatar PM 'Admission' form).
Scenario 6: ProviderConnect 'Demographic' - Form and Filing Verification (Avatar PM Connected System)
Specific Setup:
  • Netsmart ProviderConnect system connected to myAvatar system with Avatar PM parent product
  • ProviderConnect System Configuration Item 'CalPM_UsingCalPM' must be set to 'False'
  • 'View Demographic' and 'Edit Demographic' permissions must be assigned to user/access group
Steps
  1. From ProviderConnect Main Menu, navigate to 'Lookup Client' form.
  2. Enter client search criteria field values and click 'Search by Criteria' button.
  3. Open ProviderConnect client record and navigate to 'Demographic' pre-display sidebar tab.
  4. Ensure previous/most recent values filed via ProviderConnect and/or Avatar PM 'Admission'/'Update Client Data' forms are present for all fields in ProviderConnect 'Demographic' form on entry/display.
  5. Ensure 'Veteran' field is display-only in ProviderConnect 'Demographic' form if present/enabled, and contains most recent value filed via 'Admission' form/record.
  6. Enter/select/update values for any fields in 'Demographic' form as desired.
  7. Click the 'Save Record' button to file ProviderConnect 'Demographic' form/record updates.
  8. In Avatar PM system, open Avatar PM 'Admission' or 'Update Client Data' form for client where Demographic information updated/filed via ProviderConnect.
  9. In Avatar PM 'Admission' or 'Update Client Data' form - ensure all field values entered/updated/filed via ProviderConnect 'Demographic' form are present.
Scenario 7: ProviderConnect 'Demographic' - Verification of Member Demographic Information Receipt From Avatar PM
Specific Setup:
  • Netsmart ProviderConnect system connected to myAvatar system with Avatar PM parent product
  • ProviderConnect System Configuration Item 'CalPM_UsingCalPM' must be set to 'False'
  • 'View Demographic' permission must be assigned to user/access group
Steps
  1. In Avatar PM system, open Avatar PM 'Admission' or 'Update Client Data' form for new or existing client record.
  2. For existing client records, ensure previous/most recent values filed via Avatar PM and/or ProviderConnect are present for all fields in 'Admission' or 'Update Client Data' form.
  3. Enter/edit value for one or more Demographic data fields in Avatar PM 'Admission' or 'Update Client Data' form (Examples: 'Client Address', 'Date of Birth', 'Social Security Number').
  4. If using Avatar PM 'Admission' form, 'Veteran' (Yes/No) field may also be entered/filed under 'Other Client Data' section of 'Admission' form
  5. Enter/edit values for all other Avatar PM 'Admission' or 'Update Client Data' form fields as desired/required.
  6. Click 'Submit' button to file updated Client/Member Demographic data in Avatar PM and transmit to ProviderConnect.
  7. Log in to ProviderConnect system.
  8. From ProviderConnect Main Menu, navigate to 'Lookup Client' form.
  9. Enter lookup criteria for desired client and click 'Search by Criteria' button.
  10. In 'Client Lookup' results, open client record for view.
  11. Navigate to 'Demographic' pre-display tab/form.
  12. In ProviderConnect 'Demographic' form, ensure that values filed via Avatar PM are present in ProviderConnect system (including 'Veteran' Yes/No display field value if filed in most recent Admission record).
Topics
• Admission • Client Management
PCON-3551 Summary | Details
ProviderConnect 'Manage Permissions' Administrative Utility
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Manage Access Group (Administrative Utility)
  • Manage Permissions - Add Access Group (Administrative Utility)
  • Manage Permissions Menu (Administrative Utility)
Scenario 1: ProviderConnect 'Manage Permissions' Administrative Utility - Verification of 'Add Access Group' entry
Specific Setup:
  • Administrative-level ProviderConnect User
  • 'Manage Permissions' permission must be assigned to user/access group
Steps
  1. From ProviderConnect Main Menu, navigate to 'Utilities' menu for Administrative-level utilities.
  2. Click 'Manage Permissions' link.
  3. Click 'Add An Access Group' button.
  4. In the 'Access Group Name' field, ensure that only the following characters are allowed for entry/creation of new Access Group: a-z, A-Z, 0-9, - , & , ( ) , - , + , _ , and SPACE; in the 'Access Group Name' field, ensure that special characters/characters outside of those noted above are not permitted for entry/creation of new Access Group. (Examples: '!', '@', '#', '$')
  5. Enter 'Access Group Name' value which includes only allowed/valid characters up to 100 characters in total length (Example: 'The-Clinic At Meadows & Main_Site 3/5').
  6. Select value for 'Agency Type' and click 'Add Access Group' button to save entry.
Topics
• Administrative Utilities