Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
Diagnosis
Discharge
Scenario 1: ProviderConnect Enterprise - Validate the 'PutDiagnosis' and 'PutDiagnosisEntry' actions
Specific Setup:
The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
The 'Managing Organization Definition' form must be defined for a valid managing organization.
A client must be enrolled in an existing episode and be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).
A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).
Steps
Select "Client A" and access the 'Diagnosis' form.
Select the episode mapped to the managing organization from the Pre-Display.
Click [OK].
Select the desired value in the 'Type Of Diagnosis' field.
Enter the desired date in the 'Date Of Diagnosis' field.
Enter the desired time in the 'Time Of Diagnosis' field.
Click [New Row].
Enter the desired value in the 'Diagnosis Search' field.
Validate the 'Ranking' field contains "Primary".
Enter "Practitioner A" in the 'Diagnosing Practitioner' field.
Select the "Additional Diagnosis Information" section.
Select the desired value in the 'Trauma (CSI)' field.
Select the desired value(s) in the 'General Medical Condition Summary Code (CSI)' field.
Select "Yes" in the 'Substance Abuse / Dependence (CSI)' field.
Select the desired value in the 'Substance Abuse / Dependence Diagnosis (CSI)' field.
Click [Submit].
Validate a "Pre-Display Confirmation" message is displayed stating: Do you want to return to Pre-Display?
Click [No].
Access the 'ProviderConnect Enterprise Action Log'.
Enter the desired dates in the 'From Date' and 'Through Date' fields.
Enter the desired times in the 'From Time' and 'Through Time' fields.
Select the desired organization in the 'Managing Organization' field.
Select "PutDiagnosis" in the 'Action Name' field.
Click [View Action Log].
Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutDiagnosis' action that was triggered from the 'Diagnosis' form with a "Success" result.
Close the report.
Select "PutDiagnosisEntry" in the 'Action Name' field.
Click [View Action Log].
Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutDiagnosisEnry' action that was triggered from the 'Diagnosis' form with a "Success" result.
Close the report and the form.
Scenario 2: ProviderConnect Enterprise - Validate the 'PutDiagnosis' and 'PutDiagnosisEntry' actions when a client has been discharged
Specific Setup:
The 'Avatar CareFabric->ProviderConnect Enterprise->Contracting Providers->->->Enable External Connections' must be set to "Y".
The 'Managing Organization Definition' form must be defined for a valid managing organization.
A client must be mapped to the defined managing organization in the 'ProviderConnect Enterprise Identifiers' section of the 'Admission' form (Client A).
"Client A" has a discharged episode (Episode A).
A practitioner must have a NPI that is mapped to a matching practitioner in the managing organization's system (Practitioner A).
Steps
Select "Client A" and access the 'Diagnosis' form.
Select "Episode A" from the Pre-Display.
Click [OK].
Select the desired value in the 'Type Of Diagnosis' field.
Enter the desired date in the 'Date Of Diagnosis' field.
Enter the desired time in the 'Time Of Diagnosis' field.
Click [New Row].
Enter the desired value in the 'Diagnosis Search' field.
Validate the 'Ranking' field contains "Primary".
Enter "Practitioner A" in the 'Diagnosing Practitioner' field.
Select the "Additional Diagnosis Information" section.
Select the desired value in the 'Trauma (CSI)' field.
Select the desired value(s) in the 'General Medical Condition Summary Code (CSI)' field.
Select "Yes" in the 'Substance Abuse / Dependence (CSI)' field.
Select the desired value in the 'Substance Abuse / Dependence Diagnosis (CSI)' field.
Click [Submit].
Validate a "Pre-Display Confirmation" message is displayed stating: Do you want to return to Pre-Display?
Click [No].
Access the 'ProviderConnect Enterprise Action Log'.
Enter the desired dates in the 'From Date' and 'Through Date' fields.
Enter the desired times in the 'From Time' and 'Through Time' fields.
Select the desired organization in the 'Managing Organization' field.
Select "PutDiagnosis" in the 'Action Name' field.
Click [View Action Log].
Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutDiagnosis' action that was triggered from the 'Diagnosis' form with a "Success" result.
Close the report.
Select "PutDiagnosisEntry" in the 'Action Name' field.
Click [View Action Log].
Validate the 'ProviderConnect Enterprise Action Log' Report is displayed.
Validate the 'ProviderConnect Enterprise Action Log' Report contains the 'PutDiagnosisEnry' action that was triggered from the 'Diagnosis' form with a "Success" result.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
Orders This Episode
eMAR widget
Flowsheet
POC Results Entry
Scenario 1: Flowsheet - Validate lab orders and lab results
Specific Setup:
The logged in user must have the following:
Access to the 'Order Entry Console'
Access to the 'eMAR' widget
Access to the 'Flowsheet' POV widget
Access to the 'POC Results Entry' form
Must have a test definition for "Glucose" in the 'Test Definition' section of the 'POC Results Entry Configuration' form
A client is enrolled in an existing episode (Client A).
Steps
Select "Client A" and navigate to the 'Order Entry Console'.
Search for and select "Glucose" from the ‘New Order’ field.
Select "2 OR 3 TIMES A DAY" in the 'Frequency’ field
Complete the required fields.
Click [Add to Scratchpad].
Validate the 'Action' cell for the "Glucose" order contains "ADD".
Click [Sign].
Validate the 'Order' field contains the lab order for "Glucose".
Navigate to the 'Flowsheet' POV widget.
Click the "Labs" tab.
Click [Test] and [Refresh].
Verify the existence of the "Glucose" lab order.
Verify a column is created and displayed with the lab order details.
Verify the 'Collected Time' field is displayed with the time when the lab was ordered.
Verify the 'Status' field is displayed as "ORDERED".
Navigate to the 'Order Entry Console'.
Search for and select "Glucose" from the ‘New Order’ field.
Select "3 OR 4 TIMES A DAY" in the 'Frequency’ field
Complete the required fields.
Click [Add to Scratchpad].
Validate the 'Action' cell for the "Glucose" order contains "ADD".
Click [Sign].
Validate the 'Order' field contains a second lab order for "Glucose".
Navigate to the 'Flowsheet' POV widget.
Click the "Labs" tab.
Click [Test] and [Refresh].
Verify a new column is added for the second "Glucose" lab order and is displayed with the lab order details.
Verify the 'Collected Time' field is displayed with the time when the lab was ordered.
Verify the 'Status' field is displayed as "ORDERED" for the second "Glucose" lab order.
Navigate to the 'eMAR' widget.
Click the "Lab Orders" tab.
Validate an order for the second "Glucose" lab order is displayed.
Select a cell under the current date for the second "Glucose" lab order and click [Specimen Collect].
Verify the existence of the "Administration Record - Order Acknowledgement" dialog.
Complete the required fields and click [OK].
Verify the existence of the "Specimen Collection" dialog.
Check the 'Accept specimen collection entered' checkbox and click [OK].
Validate that the first cell under the current date for the second "Glucose" lab order contains the time when the order is collected.
Navigate to the 'Flowsheet' POV widget.
Click the "Labs" tab
Click [Test] and [Refresh].
Navigate to the second "Glucose" lab order.
Verify the 'Collected Time' field is updated to the time when the lab is collected.
Verify the 'Status' field is updated to "COLLECTED".
Navigate to the 'Order Entry Console'.
Search for and select "Glucose" from the ‘New Order’ field.
Select "3 TIMES A DAY" in the 'Frequency’ field
Complete the required fields.
Click [Add to Scratchpad].
Validate the 'Action' cell for the "Glucose" order contains "ADD".
Click [Sign].
Validate the ‘Order grid’ contains a third lab order for "Glucose".
Navigate to the 'Flowsheet' POV widget.
Click the "Labs" tab
Click [Test] and [Refresh].
Verify a new column is added for the third "Glucose" lab order and is displayed with the lab order details.
Verify the 'Collected Time' field is displayed with the time when the lab was ordered.
Verify the 'Status' field is displayed as "ORDERED" for the third "Glucose" lab order.
Navigate to the 'eMAR' widget.
Click the "Lab Orders" tab.
Validate an order for the third "Glucose" lab order is displayed.
Select a cell under the current date for the third "Glucose" lab order and click [Specimen Collect].
Verify the existence of the "Administration Record - Order Acknowledgement" dialog.
Complete the required fields and click [OK].
Verify the existence of the "Specimen Collection" dialog.
Check the 'Accept specimen collection entered' checkbox and click [OK].
Validate that the first cell under the current date for the third "Glucose" lab order contains the time when the order is collected.
Navigate to the 'Flowsheet' POV widget.
Click the "Labs" tab
Click [Test] and [Refresh].
Navigate to the third "Glucose" lab order.
Verify the 'Collected Time' field is updated to the time when the lab is collected.
Verify the 'Status' field is updated to "COLLECTED" for the third "Glucose" lab order.
Access the 'POC Results Entry' form.
Validate that the 'Include Inactive Orders' is defaulted to "No".
Select "Yes" in the 'Include Inactive Orders' field.
Select the third "Glucose" lab order in the 'Order' field.
Validate the 'Collection' field contains the 'Collection Date', ;Collection Time; and the staff who collected the specimen along with the staff member's credentials.
Validate that "Add" is selected by default in the 'Add/Edit/Void' field.
Validate the 'Collecting Staff' field contains the staff member associated to the user who completed the specimen collection along with the staff member's credentials.
Validate the 'Specimen Collection Time' field contains the collection time.
Validate the 'Result Time' field contains the current time.
Verify the existence of the "Glucose" result field.
Populate the "Glucose" result field with the desired value.
Click [File].
Navigate to the 'Flowsheet' POV widget.
Click the "Labs" tab
Click [Test] and [Refresh].
Navigate to the third "Glucose" lab order.
Verify the 'Status' field is updated to "RESULTED".
Verify the "Glucose" result field is displayed with the populated result value from the 'POC Results Entry' form.
Navigate to the 'Order Entry Console'.
Search for and select "Glucose" from the ‘New Order’ field.
Select "AFTER MEALS" in the 'Frequency’ field
Complete the required fields.
Click [Add to Scratchpad].
Validate the 'Action' cell for the "Glucose" order contains "ADD".
Click [Sign].
Validate the ‘Order grid’ contains the last order for "Glucose".
Navigate to the 'Flowsheet' POV widget.
Click the "Labs" tab
Click [Test] and [Refresh].
Verify a new column is added for the last "Glucose" lab order and is displayed with the lab order details.
Verify the 'Collected Time' field is displayed with the time when the lab was ordered.
Verify the 'Status' field is displayed as "ORDERED" for the last "Glucose" lab order.
Verify the previously added lab records for "Glucose" are displayed.
Verify the existence of the first column created for the "Glucose" lab order and verify the lab status is "ORDERED".
Verify the existence of the second column created for the second "Glucose" lab order and verify the lab status is "COLLECTED".
Verify the existence of the third column created for the third "Glucose" lab order and verify the lab status is "RESULTED".
Avatar CareFabric - Save/Retrieve 'Women's Health History'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
Finalize.Note Summary
Women's Health History
Note Details
Scenario 1: Medical Note - Validate Women's Health History
Specific Setup:
A user must be defined as a "Provider" and have the following:
Female client enrolled in an existing episode (Client A)
The 'Medical Note' widget accessible on the HomeView
User with access to the 'Update Client Data' form
The 'Vitals Entry' form must be added to the Chart View
User has access to the "Registry Settings-PM" form:
Avatar PM->Client Information->Women's Health History->->->Require Client's Episode Number = 0 [FACILITY SPECIFIC]
Avatar PM->Client Information->Client Demographics->>>Client Demographics - Additional Fields->->->Registry Setting Value = 3&5&7 (5 to include 'Multi-Select Ethnic Origins'; 7: to include 'Multi-Select Race')
User with access to MedNote Admin Tool
Configuration set on "Pull Women Health History to Note Summary" is enabled in Women's Health History
Steps
Select "Client A" and select 'Medical Note' widget.
Verify the existence of the "Facesheet" tab.
Click [Add Note].
Add a note in an existing episode for the selected client.
Complete the required fields in "Add Note" and click [Save].
Verify the existence of the "Facesheet" tab.
Click the "Women's Health History" menu.
Set the 'LMP' field to the desired value.
Select the desired value in the 'Frequency' dropdown list.
Set the 'LMP Date' to the desired date.
Select the desired value from the 'Premenstrual Symptoms' field.
Set the 'Menopause Age' field to the desired age.
Select the desired value in the 'Menopause' dropdown field.
Set the 'Menopause Onset Age' field to the desired age.
Set the 'Date of Last Mammogram' field to the desired date.
Select the desired result in the 'Last Mammogram Results' field.
Set the 'Last Mammogram Performing Provider/Site' field to the desired provider.
Set the "Date of Last PAP" field to the desired date.
Select the desired result in the 'Last PAP Results' field.
Set the 'Last PAP Performing Provider/Site' field to the desired provider.
Set the 'Pregnancy Start Date' field to the desired date.
Set the 'Pregnancy End Date' to the desired date.
Set the 'Initial Treatment Date (2300-DTP-03)' to the desired date.
Select "No" in the 'Have you ever been pregnant?' field.
Select "Pregnant" in the 'Pregnant Status' field.
Set the 'Expected Due Date' to the desired date.
Select "No" in the 'Have you ever had an ectopic pregnancy?' field.
Select "No" in the "Have you started prenatal care at another facility?" field.
Set the 'Living Children' field to the desired value.
Select "No" in the 'Lactating Status' field.
Set the 'Delivery Date' to the desired date.
Select any value in the 'Delivery Outcome' dropdown field.
Select the desired value from the 'Delivery Method' dropdown field.
Set the 'Birth Weight' to a value of umber of pounds followed by number of ounces. Separated by a single space.
Select the desired race in the 'Race' dropdown field.
Select one or more values from the 'Ethnicity' dropdown field.
Set the 'Para' field to the desired value.
Set the 'Gravida' field to the desired value.
Select the desired value in the 'Abortion(s)' field.
Select "No" in the 'Have you ever had a miscarriage?' field.
Select the desire value in the 'Contraception' field.
Select "No" in the 'Received HPV Vaccine' field.
Select the desired value in the 'Sexually Active' field.
Select the desired value in the 'Have you ever been treated for a sexually transmitted disease?' field.
Set the 'Notes' field to the desired text.
Click [Save].
Validate the newly entered "Women's Health History" record is saved.
Click [Pull to Note] and set the 'Comments' textbox to the desired text.
Click [Save].
Click the "Document" tab and complete the required fields.
Click the "Finalize" tab and generate Progress Note.
Validate that Progress Note textarea property contains the populated value in "Women's Health History".
Click the "Facesheet" tab.
Click the "Women's Health History" menu.
Click the exiting 'Women's Health History' entry created in the previous steps.
Verify that all the populated value are remained displayed in 'Women's Health History' form in Medical Note.
Click the "Finalize" tab and complete all the required fields.
Click [Generate Note].
Click [Signed Off].
Verify Sign Off process completes.
Double click on "Client A" in the 'My Clients' widget.
Validate the 'Chart View' is displayed.
Select "Medical Note" from the left-hand side.
Select the desired episode.
Select the note was just finalized in the previous steps.
Click [View].
Verify the existence of the Progress Note.
Validate that Progress Note textarea property contains the value entered in "Women's Health History" section of Medical Note.
Click [Close All Documents].
Close the Chart.
Access the 'Women's Health History' form.
Select the record filed in the previous steps and click [Edit].
Validate the value entered in "Women's Health History" section of Medical Note is populated in the reflected fields in the form.
