1. Clinical Management for Behavioral Health Services (CMBHS) Mental Health Implementation Batch User Acceptance Testing Presented February 8, 2013

2. 2 Agenda UAT Schedule UAT Procedures UAT Scenarios Batch Error Correction Options Data Dump Files Agenda

3. 3 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

4. 4 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: Cmbhs.DataExchange@dshs.state.tx.us 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

5. Batch Process – UAT Scenarios 5 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

6. Batch Processing Differences between NorthSTAR and Non-NorthSTAR 6

7. Scenario 1 – Submit a new Client & new Diagnosis 7

8. Scenario 2 – Submit a new Diagnosis for an existing Client 8

9. Scenario 3 – Submit a new CANS for an existing Client with an existing Diagnosis 9

10. Scenario 4 – Submit a new Baby CANS for an existing Client with an existing Diagnosis 10 Test Scenario 3 – Submit a new CANS for an existing Client with an existing Diagnosis

11. Scenario 5 – Submit a new Adult Uniform Assessment for an existing Client with a Diagnosis 11 Test Scenario 3 – Submit a new CANS for an existing Client with an existing Diagnosis

12. Scenario 6 – Submit a new Client, Diagnosis and CANS 12

13. Scenario 7 – Submit a new Client, Diagnosis and Baby CANS 13

14. Scenario 8 – Submit a new Client, Diagnosis and Adult Uniform Assessment 14

15. How to Correct Batch Errors Options for Correcting Batch Errors 1.Use CMBHS Online Batch Error Correction Screen to Correct Errors 15

16. 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 16

17. How to Correct Batch Errors Options for Correcting Batch Errors (cont.) 3. Resend a corrected transaction through the Batch Process 17

18. Daily Data Dump Files The current CARE system provides registration, diagnosis, adult uniform assessment, and child/adolescent uniform assessment data in each providers EDTS systems 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? 18