Clinical Management for Behavioral Health Services (CMBHS) Mental Health Implementation

Batch User Acceptance Testing Presented February 8, 2013

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Agenda

•UAT Schedule•UAT Procedures•UAT Scenarios•Batch Error Correction Options•Data Dump Files

Agenda

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UAT Schedule

February 1 - 28, 2013: Sign up and Request Access to Test Environment

March 4 – April 30, 2013: User Acceptance Testing for Client New (05), Diagnosis (15), CANS (29), BabyCANS (29)

May 1 – June 28, 2013: User Acceptance Testing for Adult Uniform Assessment (28)

Batch Process – UAT Procedures

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UAT Procedures

1.Provider to Request Secure FTP Credentials from CMBHS Data Exchange team. Providers need to send email to Cmbhs.DataExchange@dshs.state.tx.us with:

a) Contact name, email and phone number of person responsible for batch files for your organization

b) Do you need CMBHS Online access in order to validate test results?

2. Detailed Test Procedures are posted on the Provider Website at: https://cmbhslst.dshs.state.tx.us/cmbhs/Documents/UAT/Batch File Processing_UAT Test Plan.pdf

Batch Process – UAT Procedures

Batch Process – UAT Scenarios

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UAT Scenarios

CMBHS recommends that your organization create test cases that cover, at minimum, the following test scenarios:

•Scenario 1 – Submit a new Client & Diagnosis•Scenario 2 – Submit a new Diagnosis for an existing Client•Scenario 3 – Submit a new CANS for an existing Client with an existing Diagnosis•Scenario 4 – Submit a new Baby CANS for an existing Client with an existing Diagnosis•Scenario 5 – Submit a new Adult Uniform Assessment for an existing Client with a Diagnosis

•Scenario 6 – Submit a new Client, Diagnosis and CANS

•Scenario 7 – Submit a new Client, Diagnosis and Baby CANS•Scenario 8 – Submit a new Client, Diagnosis and Adult Uniform Assessment

Batch Processing Differences between NorthSTAR and Non-NorthSTAR

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Scenario 1 – Submit a new Client & new Diagnosis

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Scenario 2 – Submit a new Diagnosis for an existing Client

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Scenario 3 – Submit a new CANS for an existing Client with an existing Diagnosis

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Scenario 4 – Submit a new Baby CANS for an existing Client with an existing Diagnosis

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Test Scenario 3 – Submit a new CANS for an existing Client with an existing Diagnosis

Scenario 5 – Submit a new Adult Uniform Assessment for an existing Client with a Diagnosis

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Test Scenario 3 – Submit a new CANS for an existing Client with an existing Diagnosis

Scenario 6 – Submit a new Client, Diagnosis and CANS

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Scenario 7 – Submit a new Client, Diagnosis and Baby CANS

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Scenario 8 – Submit a new Client, Diagnosis and Adult Uniform Assessment

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How to Correct Batch Errors

Options for Correcting Batch Errors

1.Use CMBHS Online Batch Error Correction Screen to Correct Errors

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How to Correct Batch Errors

Options for Correcting Batch Errors (cont.)

2. Use CMBHS Online Batch Error Correction Screen to Delete transactions with an error and then resend a corrected transaction through the Batch Process

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How to Correct Batch Errors

Options for Correcting Batch Errors (cont.)

3. Resend a corrected transaction through the Batch Process

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Daily Data Dump Files

The current CARE system provides registration, diagnosis, adult uniform assessment, and child/adolescent uniform assessment data in each providers EDTS system’s RDM folder on a daily basis (Monday through Friday). Each file contains all records that were updated (lastup_dt/lastup_tm) since the last file for the center was extracted. DSHS is developing the same functionality in CMBHS.

– Does anyone use the data currently provided by CARE? – If yes, is anyone opposed to these being in the same Xml format as the batch files coming in from providers

for the adult uniform assessment and child/adolescent uniform assessment data?

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