Validations

• Session Duration - Is the progress note session duration or length of session appropriate for the service?
• Session Increments - Should the session duration be in exact time increments? 
• Prevent Session Time Overlap - Is the service for the note allowed to overlap with other notes? 
• Program Selection - Does the program selected for the progress note align with the service?
  •  This validation is not available for myEvolv users.
• Program Location - Does the program align with the location?
• Location - Does the location selected for the progress note align with the service?
• No Appointment, No Note - Does the note have to be associated to an appointment?
• Service Date - Bells will check if the service date for the note is correct. 
• Session Status - Is the session status on the note correct for the service type selected? 
• Missing Information - Does the patient for the note have an active diagnosis or active admission diagnosis?
  •  The active admission diagnosis option is only available for myAvatar users.
• Authorizations - Does the patient have authorizations to cover the service?
  •  This validation is only available for myAvatar users.
  • Some things to keep in mind in regards to Authorizations
    • Authorizations are the authorizations that are tied to the patient and the service in myAvatar. 
    • See the Managed Care Authorizations form in myAvatar to set up the authorizations.  
    • The patient must have a guarantor on file in the Financial Eligibility form in order to set up authorizations. 
    • You can view the authorizations on file in myAvatar by using the Display Managed Care Authorization form.
• Span Midnight - Can the service selected for the progress note span midnight? Or can the service selected for the progress note NOT span midnight?

Viewing the Validations

• Click the Settings Gear in the bottom left Navbar
• Under Organization Settings select Validations
• You now see all of the categories for the Validations 
• Looking at each section you can see all of the validations you have configured

Configuring Validations

From the Validations display, find the category you would like to set up for validation. 

Each category includes a button that allows you to further set up the validation: 

Clicking the Add New button will allow you to set up new validations based on the category.

The Create Validation window will take you through the set up for the validation. You'll need to enter in a name, instructions and set up per validation category.

Some of the validations allow different outcomes such as Prevent start of note, Prevent sign of note, Prompt to change the service type or Warn at start of note. Some of the validations are reviewed at the time the user starts the note, some are validated when the user goes to sign their progress note depending on the type of validation. 

At the bottom of the configuration display is helper text to help the user setting up the validation better understand what is being set up and what will happen when the validation is saved. 

When the validation is edited, the window will show as Edit Validation. 

Note: Each category of the Validations add/configure displays will be different to allow for the specified setup or configuration. 

Note: Bells will ignore the rule that is configured to "Prompt to change service..." when at least one of the suggested services is the service that is being configured. Effectively making the "Prompt to change service..." to act as an "all except" list. 

Deleting a Validation

Once a validation is created and saved, it can then be deleted as needed. Click on the set up validation, in the bottom left corner of the display is a red Delete button. 

When Delete is clicked, a prompt will ask if you're sure, clicking "Yes, delete" will delete the validation. Clicking No will return you to the validation to continue to edit or cancel. 

Validations in Progress Notes

The validations will be used as part of the start note or sign note process. 

When starting a note: 

When signing a note: 

As soon as the validation is encountered, the right pane will show a Validation warning.

Then when the user attempts to sign the note the validation message will display. 

Validations and Group Notes

Some of the Validations described above are supported for Group Notes. 

Validations that have an Outcome setting to prevent the start of note validate on Group Notes. 

This includes the following validations 

• No Appointment, No Note
• Location
• Session Date

The Validation handling displays on the Group Note Session Information display and presents under the Practitioner entry. 

Here's an example of the No Appointment, No Note validation showing in the Group Note display: