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Avatar CareFabric 2024 Monthly Release 2024.00.01 Acceptance Tests

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Update 6 Summary | Details
Medical Note - Prevent Users from Editing a Note that is open in Avatar PM Form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Medical Note
Scenario 1: Medical Note - Prevent Users from Editing a Note that is open in PM Form
Specific Setup:
  • Avatar CareFabric 2024 Update 6 and Medical Note Release 2.19 is required in order to utilize full functionality.
  • Two users must exist. (User A and User B)
  • A client must have an active episode. (Client A)
Steps
  1. Log into the application as "User A".
  2. Access the 'Scheduling Calendar' and create an appointment for "Client A" and close the form
  3. Select "Client A" and access 'Medical Note'.
  4. Click [Today's Appts Notes].
  5. Find the appointment for "Client A" and click [Start].
  6. Populate all required fields and click [Save].
  7. Click [Today's Appts Notes] and validate that [Edit] is displayed.
  8. Open a new browser and log into the application as "User B".
  9. Access the 'Scheduling Calendar'.
  10. Right click on the appointment created for "Client A" and select 'Details/Edit'.
  11. Access the first browser where "User A" is logged in.
  12. Validate that "Client A" is selected and that you are on 'Medical Note'.
  13. Click [Today's Appts Notes].
  14. Find the appointment for "Client A" and click [Edit].
  15. Validate an "Appointment Locked. The appointment is currently locked by "User B". Editing is unavailable at this time." and click [Close].
  16. Click on "Client A's" name and click [Select Note].
  17. Find the note for appointment for "Client A" and click [Edit].
  18. Validate an "Appointment Locked. The appointment is currently locked by "User B". Editing is unavailable at this time." and click [Close].
  19. Click [My Draft Notes].
  20. Find the appointment for "Client A" and click [Edit].
  21. Validate an "Appointment Locked. The appointment is currently locked by "User B". Editing is unavailable at this time." and click [Close].
Topics
• Appointment Locking
Update 7 Summary | Details
Progress Notes - 'ClinicalNoteFinalized' SDK event
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Ambulatory Progress Notes
  • CareFabric Monitor
Scenario 1: Clinical Notes Mapping - Progress Notes (Group and Individual) - Validate the 'ClinicalNoteFinalized' SDK event
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • The 'Progress Notes (Group and Individual)' form is flagged in the 'Flag Assessment Forms' form.
Steps
  1. Access the 'Clinical Notes Mapping' form.
  2. Select "Progress Note" in the 'Type of CCDA Document' field.
  3. Select "[Avatar CWS] Progress Notes (Group and Individual) (CWSPN22000)" in the 'Care Record Form to Map' field.
  4. Select "Activities" in the 'Note Type to Map' field.
  5. Validate the 'CCDA Document Title' field contains "Progress Note".
  6. Select "Social History" in the 'Standard Sections To Include To CCD' field.
  7. Select "Yes" in the 'Enabled' field.
  8. Click [New Row] in the 'Field Settings' grid.
  9. Select "History of Present Illness" in the 'CCDA Field Name' field.
  10. Select "[Avatar CWS] Health and Review of Systems (CWS42000)" in the 'Care Record Form/Assessment' field.
  11. Select "Past History" in the 'Care Record Field Name' field.
  12. Click [Submit] and close the form.
  13. Select "Client A" and access the 'Health and Review of Systems' form.
  14. Enter the current date in the 'Assessing Date' field.
  15. Select the desired value in the 'Type of Client' field.
  16. Enter the desired value in the 'Past History' field.
  17. Select the desired value in the 'Include In Syndromic Reporting' field.
  18. Populate any other desired fields.
  19. Select "Final" in the 'Draft/Final' field.
  20. Click [Submit] and close the form.
  21. Access the 'Progress Notes (Group and Individual)' form.
  22. Select "Client A" in the 'Select Client' field.
  23. Select the existing episode in the 'Select Episode' field.
  24. Select "New Service" in the 'Progress Note For' field.
  25. Select "Activities" in the 'Note Type' field.
  26. Enter the desired value in the 'Notes Field' field.
  27. Select the desired practitioner in the 'Practitioner' field.
  28. Enter the current date in the 'Date Of Service' field.
  29. Select the desired service code in the 'Service Charge Code' field.
  30. Validate the 'Are you releasing to myHealthPointe or External providers?' field is visible and required. Please note: this field will only become visible when a note type that is mapped in the 'Clinical Notes Mapping' form is selected for the progress note form being used.
  31. Select "External" in the 'Are you releasing to myHealthPointe or External providers?' field.
  32. Select "Final" in the 'Draft/Final' field.
  33. Click [File Note].
  34. Validate a message is displayed stating: Note Filed.
  35. Click [OK] and close the form.
  36. Access the 'CareFabric Monitor' form.
  37. Enter the current date in the 'From Date' and 'Through Date' fields.
  38. Select "Client A" in the 'Client ID' field.
  39. Select "ClinicalNoteFinalized" in the 'Event/Action Search' field.
  40. Click [View Activity Log].
  41. Validate a 'ClinicalNoteFinalized' record is displayed.
  42. Click [Click To View Record].
  43. Validate the 'documentDescription' field contains "Progress Note".
  44. Validate the 'documentID' - 'id' field contains a unique identifier.
  45. Validate the 'documentTitle' field contains "Progress Note".
  46. Validate the 'historyOfPresentIllness' field contains the 'Past History' filed in the 'Health and Review of Systems' form.
  47. Validate the 'includedSectionCodes' - 'code' field contains "Social History".
  48. Validate the 'includedSectionCodes' - 'displayName' field contains "Social History".
  49. Validate the 'isReleaseExternal' field contains "true".
  50. Validate the 'isReleaseToPatient' field contains "false".
  51. Close the report and the form.
Scenario 2: Clinical Notes Mapping - Progress Notes (Group and Individual) - Validate the 'ClinicalNoteFinalized' SDK event for an existing appointment
Specific Setup:
  • A client is enrolled in an existing episode and has an appointment scheduled (Client A).
  • The 'Progress Notes (Group and Individual)' form is flagged in the 'Flag Assessment Forms' form.
  • Document routing is enabled on the 'Progress Notes (Group and Individual)' form.
Steps
  1. Access the 'Clinical Notes Mapping' form.
  2. Select "Progress Note" in the 'Type of CCDA Document' field.
  3. Select "[Avatar CWS] Progress Notes (Group and Individual) (CWSPN22000)" in the 'Care Record Form to Map' field.
  4. Select "Activities" in the 'Note Type to Map' field.
  5. Validate the 'CCDA Document Title' field contains "Progress Note".
  6. Select "Yes" in the 'Enabled' field.
  7. Click [New Row] in the 'Field Settings' grid.
  8. Select "ProgressNote" in the 'CCDA Field Name' field.
  9. Select "[Avatar CWS] Progress Notes (Group and Individual) (CWSPN22000)" in the 'Care Record Form/Assessment' field.
  10. Select "Notes Field" in the 'Care Record Field Name' field.
  11. Click [Submit] and close the form.
  12. Access the 'Progress Notes (Group and Individual)' form.
  13. Select "Client A" in the 'Select Client' field.
  14. Select the existing episode in the 'Select Episode' field.
  15. Select "Existing Appointment" in the 'Progress Note For' field.
  16. Select the existing appointment for "Client A" in the 'Note Addresses Which Existing Service/Appointment' field.
  17. Select "Activities" in the 'Note Type' field.
  18. Enter the desired value in the 'Notes Field' field.
  19. Validate the 'Are you releasing to myHealthPointe or External providers?' field is visible and required. Please note: this field will only become visible when a note type that is mapped in the 'Clinical Notes Mapping' form is selected for the progress note form being used.
  20. Select "External" in the 'Are you releasing to myHealthPointe or External providers?' field.
  21. Select "Final" in the 'Draft/Final' field.
  22. Click [File Note].
  23. Validate the document routing image is displayed with all note details.
  24. Click [Accept].
  25. Enter the password associated to the logged in user and click [OK].
  26. Validate a message is displayed stating: Note Filed. Do you want to return to the Progress Notes form?
  27. Click [No].
  28. Access the 'CareFabric Monitor' form.
  29. Enter the current date in the 'From Date' and 'Through Date' fields.
  30. Select "Client A" in the 'Client ID' field.
  31. Select "ClinicalNoteFinalized" in the 'Event/Action Search' field.
  32. Click [View Activity Log].
  33. Validate a 'ClinicalNoteFinalized' record is displayed.
  34. Click [Click To View Record].
  35. Validate the 'notes' field contains the value entered in the 'Notes Field' field in the previous steps.
  36. Validate the 'documentDescription' field contains "Progress Note".
  37. Validate the 'documentID' - 'id' field contains a unique identifier.
  38. Validate the 'documentTitle' field contains "Progress Note".
  39. Validate the 'isReleaseExternal' field contains "true".
  40. Validate the 'isReleaseToPatient' field contains "false".
  41. Validate the 'serviceEndDate' and 'serviceStartDate' fields contain the appointment start/end date & time.
  42. Close the report and the form.
Avatar CareFabric - 'ListGroup' SDK action
Scenario 1: Validate the 'ListGroup' SDK action
Steps
  • Internal testing only.
Topics
• Progress Notes • CareFabric
Update 8 Summary | Details
'ClientCreated' and 'ClientUpdated' SDK events
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
  • Update Client Data
  • Admission
Scenario 1: Update Client Data - Validate the 'ClientUpdated' and 'ClientDemographicsCreated' events
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Update Client Data' form.
  2. Select the desired value in the 'Sex' field.
  3. Enter the desired value in the 'Address - Street' field.
  4. Enter the desired value in the 'Apartment or Unit' field.
  5. Enter the desired value in the 'Zip Code' field.
  6. Enter the desired value in the 'City' field.
  7. Select the desired value in the 'State' field.
  8. Enter the desired date in the 'Address Start Date' field.
  9. Populate any other desired fields.
  10. Click [Submit].
  11. Access the 'CareFabric Monitor' form.
  12. Enter the current date in the 'From Date' and 'Through Date' fields.
  13. Enter "Client A" in the 'Client ID' field.
  14. Click [View Activity Log].
  15. Validate the 'CareFabric Monitor Report' contains a "ClientUpdated" record and select it.
  16. Click [Click To View Record].
  17. Validate the 'addresses' - 'city' field contains the value entered in the previous steps.
  18. Validate the 'addresses' - 'fromDate' field contains the 'Address Start Date' entered in the previous steps.
  19. Validate the 'addresses' - 'stateCode' field contains the value entered in the previous steps.
  20. Validate the 'addresses' - 'street1' field contains the value entered in the previous steps.
  21. Validate the 'addresses' - 'street2' field contains the value entered in the previous steps.
  22. Validate the 'addresses' - 'zipCode' field contains the value entered in the previous steps.
  23. Validate the 'addresses' - 'typeCode' - 'code' field contains "H".
  24. Validate the 'addresses' - 'typeCode' - 'codeSystem' field contains "2.16.840.1.113883.4.642.3.67".
  25. Validate the 'addresses' - 'typeCode' - 'codeSystemName' field contains "Address".
  26. Validate the 'addresses' - 'typeCode' - 'displayName' field contains "Home".
  27. Validate the 'birthDetails' - 'birthSexCode' - 'code' field contains the code associated to the value selected in the 'Sex' field.
  28. Validate the 'birthDetails' - 'birthSexCode' - 'displayName' field contains the value selected in the 'Sex' field.
  29. Validate any other filed data is displayed.
  30. Navigate back to the 'CareFabric Monitor Report' and select the "ClientDemographicsCreated" record.
  31. Click [Click To View Record].
  32. Validate the 'addresses' - 'city' field contains the value entered in the previous steps.
  33. Validate the 'addresses' - 'fromDate' field contains the 'Address Start Date' entered in the previous steps.
  34. Validate the 'addresses' - 'stateCode' field contains the value entered in the previous steps.
  35. Validate the 'addresses' - 'street1' field contains the value entered in the previous steps.
  36. Validate the 'addresses' - 'street2' field contains the value entered in the previous steps.
  37. Validate the 'addresses' - 'zipCode' field contains the value entered in the previous steps.
  38. Close the report and the form.
Scenario 2: Admission - Validate the 'ClientCreated' SDK event
Steps
  1. Access the 'Admission' form.
  2. Verify the 'Select Client' dialog is displayed.
  3. Enter any new value in the 'Last Name' field.
  4. Enter any new value in the 'First Name' field.
  5. Select any value in the 'Sex' field.
  6. Click [Search].
  7. Validate a "Search Results" message is displayed stating: No matches found.
  8. Click [New Client].
  9. Validate a "Client" message is displayed stating: Auto Assign Next ID Number?
  10. Click [Yes].
  11. Enter any value in the 'Date of Birth' field.
  12. Enter the current date in the 'Preadmit/Admission Date' field.
  13. Enter the current time in the 'Preadmit/Admission Time' field.
  14. Select any outpatient program in the 'Program' field.
  15. Select any value in the 'Type Of Admission' field.
  16. Select the desired practitioner in the 'Admitting Practitioner' field.
  17. Populate any other required and desired fields.
  18. Click [Submit].
  19. Access the 'CareFabric Monitor' form.
  20. Enter the current date in the 'From Date' field.
  21. Enter the current date in the 'Through Date' field.
  22. Enter the client admitted in the previous steps in the 'Client ID' field.
  23. Click [View Activity Log].
  24. Select "ClientCreated" in the 'Activity Type' field.
  25. Click [Click to View Record]
  26. Validate the 'clientID' - 'id' field contains the ID for the newly admitted client.
  27. Validate the 'birthSexCode' - 'code' field contains the code associated to the value selected in the 'Sex' field.
  28. Validate the 'birthSexCode' - 'displayName' field contains the value selected in the 'Sex' field.
  29. Validate the 'genderCode' - 'code' field contains the code associated to the value selected in the 'Sex' field.
  30. Validate the 'genderCode' - 'displayName' field contains the value selected in the 'Sex' field.
  31. Validate the 'name' fields contain the name of the newly admitted client.
  32. Close the report and the form.
Next Of Kin - 'ClientUpdated' SDK event
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
  • Update Client Data
  • Next Of Kin
Scenario 1: Next Of Kin - Validate the 'AssociatedPerson' SDK events
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Next of Kin' form.
  2. Click [Add] if the pre-display is displayed.
  3. Enter the desired value in the 'Next Of Kin Name' field.
  4. Select the desired value in the 'Next Of Kin Relationship' field.
  5. Select the desired value in the 'Next Of Kin Living With Client' field.
  6. Populate all other desired fields.
  7. Click [Submit].
  8. Access the 'CareFabric Monitor' form.
  9. Enter the current date in the 'From Date' and 'Through Date' fields.
  10. Select "Client A" in the 'Client ID' field.
  11. Click [View Activity Log].
  12. Validate the 'CareFabric Monitor' report is displayed and contains "ClientUpdated" and "AssociatedPersonCreated" records.
  13. Click [Click To View Record] for the "AssociatedPersonCreated" record.
  14. Validate the 'associatedPersonID' - 'id' field contains a unique ID for the record.
  15. Validate the 'associatedWithClientID' - 'id' field contains the PATID for "Client A".
  16. Validate next of kin information is displayed as expected.
  17. Close the report and the form.
  18. Select "Client A" and access the 'Next of Kin' form.
  19. Click [Edit].
  20. Enter any new value in the 'Next Of Kin Name' field.
  21. Click [Submit].
  22. Access the 'CareFabric Monitor' form.
  23. Enter the current date in the 'From Date' and 'Through Date' fields.
  24. Select "Client A" in the 'Client ID' field.
  25. Click [View Activity Log].
  26. Validate the 'CareFabric Monitor' report is displayed and contains "ClientUpdated" and "AssociatedPersonUpdated" records.
  27. Click [Click To View Record] for the "AssociatedPersonUpdated" record.
  28. Validate the 'associatedPersonID' - 'id' field contains a unique ID for the record.
  29. Validate the 'associatedWithClientID' - 'id' field contains the PATID for "Client A".
  30. Validate the updated next of kin information is displayed as expected.
  31. Close the report and the form.
  32. Select "Client A" and access the 'Next of Kin' form.
  33. Click [Delete] and [Yes].
  34. Access the 'CareFabric Monitor' form.
  35. Enter the current date in the 'From Date' and 'Through Date' fields.
  36. Select "Client A" in the 'Client ID' field.
  37. Click [View Activity Log].
  38. Validate the 'CareFabric Monitor' report is displayed and contains "ClientUpdated" and "AssociatedPersonDeleted" records.
  39. Click [Click To View Record] for the "AssociatedPersonDeleted" record.
  40. Validate the 'associatedPersonID' - 'id' field contains a unique ID for the deleted record.
  41. Close the report and the form.
Scenario 2: Next Of Kin - Validate the 'ClientUpdated' SDK event
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Next of Kin' form.
  2. Click [Add] if the pre-display is displayed.
  3. Enter the desired value in the 'Next Of Kin Name' field.
  4. Select the desired value in the 'Next Of Kin Relationship' field.
  5. Select the desired value in the 'Next Of Kin Living With Client' field.
  6. Populate all other desired fields.
  7. Click [Submit].
  8. Access the 'CareFabric Monitor' form.
  9. Enter the current date in the 'From Date' and 'Through Date' fields.
  10. Select "Client A" in the 'Client ID' field.
  11. Click [View Activity Log].
  12. Validate the 'CareFabric Monitor' report is displayed and contains "ClientUpdated" and "AssociatedPersonCreated" records.
  13. Click [Click To View Record] for the "ClientUpdated" record.
  14. Validate the 'clientID' - 'id' field contains the PATID for "Client A".
  15. Validate the 'name' - 'first' field contains the first name for "Client A".
  16. Validate the 'name' - 'last' field contains the last name for "Client A".
  17. Close the report and the form.
Avatar CareFabric - HL-7 Integrations
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
  • Update Client Data
  • Admission
  • System Task Scheduler
  • Discharge
Scenario 1: System Task Scheduler - Avatar CareFabric - Send Facility Bed Information (HL-7)
Specific Setup:
  • Please note: this is for Avatar PM systems only.
  • One or more units defined in the '(202) Unit' dictionary must have the following configured in 'Dictionary Update':
  • A value entered for the '(22055) Facility Abbreviation' extended dictionary data element.
  • A value selected for the '(22056) Level of Care' extended dictionary data element.
  • Clients must be admitted into Inpatient episodes using the units configured above.
Steps
  1. Access the 'System Task Scheduler' form.
  2. Select "Avatar CareFabric - Send Facility Bed Information (HL-7) Recurrence Pattern : Hourly -Inactive" in the 'Schedule(s)' field.
  3. Validate "Hourly" is selected in the 'Recurrence Pattern' field.
  4. Validate the 'Start Time' field contains "12:00 AM".
  5. Validate the 'End Time' field contains "11:59 PM".
  6. Validate "Yes" is selected in the 'Inactive Task' field.
  7. Enter the current date in the 'Start By' field.
  8. Select "No" in the 'Inactive Task' field.
  9. Click [Schedule Task] and close the form.
  10. Wait for the task to run.
  11. Access the 'CareFabric Monitor' form.
  12. Enter the current date in the 'From Date' and 'Through Date' fields.
  13. Select "ClientUpdated" in the 'Event/Action Search' field.
  14. Click [View Activity Log].
  15. Validate the 'CareFabric Monitor Report' is displayed with a "ClientUpdated" record for each unit configured in the pre-conditions.
  16. Click [Click To View Record] for the first record.
  17. Validate the 'assignedFacilityInformation' - 'facilityMneumonic' field contains the value defined in the "(22055) Facility Abbreviation" extended dictionary element for the unit.
  18. Validate the 'assignedFacilityInformation' - 'levelOfCareCode' - 'code' field contains the code associated to the value selected in the "(22056) Level of Care" extended dictionary element for the unit.
  19. Validate the 'assignedFacilityInformation' - 'levelOfCareCode' - 'displayName' field contains the value selected in the "(22056) Level of Care" extended dictionary element for the unit.
  20. Validate the 'assignedFacilityInformation' - 'totalNumberOfBeds' field contains the total number of beds in the unit.
  21. Validate the 'assignedFacilityInformation' - 'totalNumberOfBedsOccupied' field contains the total number of occupied beds in the unit.
  22. Validate the 'clientID' - 'id' field contains "NO_ID".
  23. Validate the 'name' - 'first' field contains "NO_NAME".
  24. Validate the 'name' - 'last' field contains "NO_LASTNAME".
  25. Navigate back to the 'CareFabric Monitor Report' and repeat steps 3e-3m as needed for the additional units that are configured.
  26. Close the report and the form.
Scenario 2: Inpatient Admission - Validate the 'ClientCreated' and 'ClientUpdated' SDK events
Specific Setup:
  • A unit must be defined with available rooms and beds (Unit A).
Steps
  1. Access the 'Dictionary Update' PM form.
  2. Select "Client" in the 'File' field.
  3. Select "Data Element Number" in the 'Data Element' field.
  4. Select "(202) Unit" in the 'Data Element' field.
  5. Enter the code associated to "Unit A" in the 'Dictionary Code' field.
  6. Validate "Unit A" is displayed in the 'Dictionary Value' field.
  7. Select "(22055) Facility Abbreviation" in the 'Extended Dictionary Data Element' field.
  8. Validate the 'Extended Dictionary Value (Free Text)' field is now enabled. Enter the desired value.
  9. Select "(22056) Level of Care" in the 'Extended Dictionary Data Element' field.
  10. Validate the 'Extended Dictionary Value (Single Dictionary)' field is now enabled and contains the following values:
  11. Inpatient
  12. Observation
  13. Outpatient
  14. Select the desired value in the 'Extended Dictionary Value (Single Dictionary)' field.
  15. Click [Apply Changes].
  16. Validate a message is displayed stating: Filed!
  17. Click [OK] and close the form.
  18. Access the 'Admission' form
  19. Verify the 'Select Client' dialog is displayed.
  20. Enter any new value in the 'Last Name' field.
  21. Enter any new value in the 'First Name' field.
  22. Select any value in the 'Sex' field.
  23. Click [Search].
  24. Validate a "Search Results" message is displayed stating: No matches found.
  25. Click [New Client].
  26. Validate a "Client" message is displayed stating: Auto Assign Next ID Number?
  27. Click [Yes].
  28. Enter any value in the 'Date of Birth' field.
  29. Enter the current date in the 'Preadmit/Admission Date' field.
  30. Enter the current time in the 'Preadmit/Admission Time' field.
  31. Select any inpatient program in the 'Program' field.
  32. Select any value in the 'Type Of Admission' field.
  33. Select any value in the 'Source Of Admission' field.
  34. Enter the desired practitioner in the 'Admitting Practitioner' field.
  35. Enter the desired practitioner in the 'Attending Practitioner' field.
  36. Select the "Inpatient/Partial/Day Treatment" section.
  37. Select "Unit A" in the 'Unit' field.
  38. Select the desired room in the 'Room' field.
  39. Select the desired bed in the 'Bed' field.
  40. Select the desired value in the 'Room And Board Billing Code' field.
  41. Submit the form. Note: this will now be referred to as "Client A".
  42. Access the 'CareFabric Monitor' form.
  43. Enter the current date in the 'From Date' and 'Through Date' fields.
  44. Select "Client A" in the 'Client ID' field.
  45. Click [View Activity Log].
  46. Validate the 'CareFabric Monitor' report is displayed and contains "ClientCreated" record.
  47. Click [Click To View Record] for the "ClientCreated" record.
  48. Validate the 'assignedFacilityInformation' - 'facilityMneumonic' field contains the value defined in the "(22055) Facility Abbreviation" extended dictionary element for "Unit A".
  49. Validate the 'assignedFacilityInformation' - 'levelOfCareCode' - 'code' field contains the code associated to the value selected in the "(22056) Level of Care" extended dictionary element for "Unit A".
  50. Validate the 'assignedFacilityInformation' - 'levelOfCareCode' - 'displayName' field contains the value selected in the "(22056) Level of Care" extended dictionary element for "Unit A".
  51. Validate the 'assignedFacilityInformation' - 'totalNumberOfBeds' field contains the total number of beds in "Unit A".
  52. Validate the 'assignedFacilityInformation' - 'totalNumberOfBedsOccupied' field contains the total number of occupied beds in "Unit A".
  53. Close the report and the form.
  54. Select "Client A" and access the 'Update Client Data' form.
  55. Enter the desired value in the 'Date Of Birth' field.
  56. Click [Submit].
  57. Access the 'CareFabric Monitor' form.
  58. Enter the current date in the 'From Date' and 'Through Date' fields.
  59. Select "Client A" in the 'Client ID' field.
  60. Click [View Activity Log].
  61. Validate the 'CareFabric Monitor' report is displayed and contains "ClientUpdated" record.
  62. Click [Click To View Record] for the "ClientUpdated" record.
  63. Validate the 'assignedFacilityInformation' - 'facilityMneumonic' field contains the value defined in the "(22055) Facility Abbreviation" extended dictionary element for "Unit A".
  64. Validate the 'assignedFacilityInformation' - 'levelOfCareCode' - 'code' field contains the code associated to the value selected in the "(22056) Level of Care" extended dictionary element for "Unit A".
  65. Validate the 'assignedFacilityInformation' - 'levelOfCareCode' - 'displayName' field contains the value selected in the "(22056) Level of Care" extended dictionary element for "Unit A".
  66. Validate the 'assignedFacilityInformation' - 'totalNumberOfBeds' field contains the total number of beds in "Unit A".
  67. Validate the 'assignedFacilityInformation' - 'totalNumberOfBedsOccupied' field contains the total number of occupied beds in "Unit A".
  68. Validate the 'birthDate' field contains the 'Date Of Birth' filed in the previous steps.
  69. Close the report and the form.
  70. Select "Client A" and access the 'Discharge' form.
  71. Enter the desired date in the 'Date Of Discharge' field.
  72. Enter the desired time in the 'Time Of Discharge' field.
  73. Select the desired value in the 'Type Of Discharge' field.
  74. Select the desired value in the 'Discharge Practitioner' field.
  75. Click [Submit].
  76. Access the 'CareFabric Monitor' form.
  77. Enter the current date in the 'From Date' and 'Through Date' fields.
  78. Select "Client A" in the 'Client ID' field.
  79. Click [View Activity Log].
  80. Validate the 'CareFabric Monitor' report is displayed and contains "ClientUpdated" record.
  81. Click [Click To View Record] for the "ClientUpdated" record.
  82. Validate the 'assignedFacilityInformation' field contains "null".
  83. Validate the 'birthDate' field contains the 'Date Of Birth' filed in the previous steps.
  84. Close the report and the form.
Topics
• Update Client Data • CareFabric • Admission • Next Of Kin • Associated Person • System Task Scheduler • Discharge • CareFabric Monitor
Update 12 Summary | Details
'Client Information' header - Non-episodic client alerts
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Lookup/Header Configuration Manager
  • CarePOV Management
  • Women's Health History
  • Allergies and Hypersensitivities
Scenario 1: CarePOV Management - Client Alerts - 'Duplicate Name - Header' alert type based on 'Full Name (First and Last)'
Specific Setup:
  • "Bed Board Alerts" should be configured in the 'Client Header' section of the 'Client Lookup/Header Configuration Manager' form.
  • The user has access to the 'Client Information Header' on the HomeView.
  • Two clients are defined with the same first & last name (Client A & Client B).
  • A third client is defined with a different first & last name (Client C).
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the "Client Alerts" section.
  3. Click "Add" in the 'Add or Edit Alert' field.
  4. Select "Duplicate Name - Header" in the 'Alert Type' field.
  5. Validate the 'Base Duplicate Name Alert On' field is now enabled and required.
  6. Select "Full Name (First and Last)" in the 'Base Duplicate Name On' field.
  7. Enter the desired value in the 'Client Alert Description' field.
  8. Select the desired icon in the 'Select Icon' field.
  9. Select "Yes" in the 'Active' field.
  10. Select "Yes" in the 'Include in Client Header' field.
  11. Click [Save].
  12. Validate a message is displayed stating: Saved.
  13. Click [OK] and close the form.
  14. Select "Client A" and navigate to the 'Client Information' header.
  15. Select "All Episodes" in the 'Episode' field.
  16. Validate the icon associated to the duplicate name alert added in the previous steps is displayed.
  17. Hover over the icon and validate the 'Client Alert Description' added in the previous steps is displayed.
  18. Select "Episode 1" in the 'Episode' field.
  19. Validate the icon associated to the duplicate name alert added in the previous steps is displayed.
  20. Hover over the icon and validate the 'Client Alert Description' added in the previous steps is displayed.
  21. Select "Client B" and navigate to the 'Client Information' header.
  22. Select "All Episodes" in the 'Episode' field.
  23. Validate the icon associated to the duplicate name alert added in the previous steps is displayed.
  24. Hover over the icon and validate the 'Client Alert Description' added in the previous steps is displayed.
  25. Select "Episode 1" in the 'Episode' field.
  26. Validate the icon associated to the duplicate name alert added in the previous steps is displayed.
  27. Hover over the icon and validate the 'Client Alert Description' added in the previous steps is displayed.
  28. Select "Client C" and navigate to the 'Client Information' header.
  29. Validate the duplicate name alert is not displayed.
Scenario 2: CarePOV Management - Client Alerts - 'Duplicate Name - Header' alert type based on 'First Name, Last Initial'
Specific Setup:
  • "Bed Board Alerts" should be configured in the 'Client Header' section of the 'Client Lookup/Header Configuration Manager' form.
  • The user has access to the 'Client Information Header' on the HomeView.
  • Two clients are defined with the same first name & last initial (Client A & Client B).
  • A third client is defined with a different first name & last initial (Client C).
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the "Client Alerts" section.
  3. Click "Add" in the 'Add or Edit Alert' field.
  4. Select "Duplicate Name - Header" in the 'Alert Type' field.
  5. Validate the 'Base Duplicate Name Alert On' field is now enabled and required.
  6. Select "First Name, Last Initial" in the 'Base Duplicate Name On' field.
  7. Enter the desired value in the 'Client Alert Description' field.
  8. Select the desired icon in the 'Select Icon' field.
  9. Select "Yes" in the 'Active' field.
  10. Select "Yes" in the 'Include in Client Header' field.
  11. Click [Save].
  12. Validate a message is displayed stating: Saved.
  13. Click [OK] and close the form.
  14. Select "Client A" and navigate to the 'Client Information' header.
  15. Select "All Episodes" in the 'Episode' field.
  16. Validate the icon associated to the duplicate name alert added in the previous steps is displayed.
  17. Hover over the icon and validate the 'Client Alert Description' added in the previous steps is displayed.
  18. Select "Episode 1" in the 'Episode' field.
  19. Validate the icon associated to the duplicate name alert added in the previous steps is displayed.
  20. Hover over the icon and validate the 'Client Alert Description' added in the previous steps is displayed.
  21. Select "Client B" and navigate to the 'Client Information' header.
  22. Select "All Episodes" in the 'Episode' field.
  23. Validate the icon associated to the duplicate name alert added in the previous steps is displayed.
  24. Hover over the icon and validate the 'Client Alert Description' added in the previous steps is displayed.
  25. Select "Episode 1" in the 'Episode' field.
  26. Validate the icon associated to the duplicate name alert added in the previous steps is displayed.
  27. Hover over the icon and validate the 'Client Alert Description' added in the previous steps is displayed.
  28. Select "Client C" and navigate to the 'Client Information' header.
  29. Validate the duplicate name alert is not displayed.
Scenario 3: CarePOV Management - Client Alerts - 'Duplicate Name - Header' alert type based on 'Last Name & First Initial'
Specific Setup:
  • "Bed Board Alerts" should be configured in the 'Client Header' section of the 'Client Lookup/Header Configuration Manager' form.
  • The user has access to the 'Client Information Header' on the HomeView.
  • Two clients are defined with the same last name & first initial (Client A & Client B).
  • A third client is defined with a different last name & first initial (Client C).
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the "Client Alerts" section.
  3. Click "Add" in the 'Add or Edit Alert' field.
  4. Select "Duplicate Name - Header" in the 'Alert Type' field.
  5. Validate the 'Base Duplicate Name Alert On' field is now enabled and required.
  6. Select "Last Name, First Initial" in the 'Base Duplicate Name On' field.
  7. Enter the desired value in the 'Client Alert Description' field.
  8. Select the desired icon in the 'Select Icon' field.
  9. Select "Yes" in the 'Active' field.
  10. Select "Yes" in the 'Include in Client Header' field.
  11. Click [Save].
  12. Validate a message is displayed stating: Saved.
  13. Click [OK] and close the form.
  14. Select "Client A" and navigate to the 'Client Information' header.
  15. Select "All Episodes" in the 'Episode' field.
  16. Validate the icon associated to the duplicate name alert added in the previous steps is displayed.
  17. Hover over the icon and validate the 'Client Alert Description' added in the previous steps is displayed.
  18. Select "Episode 1" in the 'Episode' field.
  19. Validate the icon associated to the duplicate name alert added in the previous steps is displayed.
  20. Hover over the icon and validate the 'Client Alert Description' added in the previous steps is displayed.
  21. Select "Client B" and navigate to the 'Client Information' header.
  22. Select "All Episodes" in the 'Episode' field.
  23. Validate the icon associated to the duplicate name alert added in the previous steps is displayed.
  24. Hover over the icon and validate the 'Client Alert Description' added in the previous steps is displayed.
  25. Select "Episode 1" in the 'Episode' field.
  26. Validate the icon associated to the duplicate name alert added in the previous steps is displayed.
  27. Hover over the icon and validate the 'Client Alert Description' added in the previous steps is displayed.
  28. Select "Client C" and navigate to the 'Client Information' header.
  29. Validate the duplicate name alert is not displayed.
Scenario 4: CarePOV Management - Client Alerts - Validate the 'Pregnancy' alert type
Specific Setup:
  • "Bed Board Alerts" should be configured in the 'Client Header' section of the 'Client Lookup/Header Configuration Manager' form.
  • The user has access to the 'Client Information Header' on the HomeView.
  • A female client is enrolled in an existing episode (Client A).
  • The "(357) Pregnant Status" dictionary must have a code/value configured for "Pregnant" with "Yes" selected for the 'System Pregnancy Status' extended data element.
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the "Client Alerts" section.
  3. Click "Add" in the 'Add or Edit Alert' field.
  4. Select "Pregnancy" in the 'Alert Type' field.
  5. Enter the desired value in the 'Client Alert Description' field.
  6. Select the desired icon in the 'Select Icon' field.
  7. Select "Yes" in the 'Active' field.
  8. Select "Yes" in the 'Include in Client Header' field.
  9. Click [Save].
  10. Validate a message is displayed stating: Saved.
  11. Click [OK] and close the form.
  12. Select "Client A" and access the 'Women's Health History' form.
  13. Enter the desired date in the 'Assessment Date' field.
  14. Enter the desired date in the 'Pregnancy Start Date' field.
  15. Select "Yes" in the 'Have you ever been pregnant?' field.
  16. Select "Pregnant" in the 'Pregnant Status' field.
  17. Enter the desired date in the 'Expected Due Date' field.
  18. Click [Submit].
  19. Select "Client A" and navigate to the 'Client Information' header.
  20. Select "All Episodes" in the 'Episode' field.
  21. Validate the icon associated to the Pregnancy alert added in the previous steps is displayed.
  22. Hover over the icon and validate the 'Client Alert Description' added in the previous steps is displayed.
  23. Select "Episode 1" in the 'Episode' field.
  24. Validate the icon associated to the Pregnancy alert added in the previous steps is displayed.
  25. Hover over the icon and validate the 'Client Alert Description' added in the previous steps is displayed.
Scenario 5: CarePOV Management - Client Alerts - Validate the 'Allergy' alert type
Specific Setup:
  • "Bed Board Alerts" should be configured in the 'Client Header' section of the 'Client Lookup/Header Configuration Manager' form.
  • The user has access to the 'Client Information Header' on the HomeView.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the "Client Alerts" section.
  3. Click "Add" in the 'Add or Edit Alert' field.
  4. Select "Allergy" in the 'Alert Type' field.
  5. Enter the desired value in the 'Client Alert Description' field.
  6. Select the desired icon in the 'Select Icon' field.
  7. Select "Yes" in the 'Active' field.
  8. Select "Yes" in the 'Include in Client Header' field.
  9. Click [Save].
  10. Validate a message is displayed stating: Saved.
  11. Click [OK] and close the form.
  12. Access the 'Allergies and Hypersensitivities' form
  13. Click [Update].
  14. Validate the 'Allergies and Hypersensitivities' grid is displayed.
  15. Click [New Row].
  16. Add any new active allergy
  17. Click [Save] and submit the form.
  18. Select "Client A" and navigate to the 'Client Information' header.
  19. Select "All Episodes" in the 'Episode' field.
  20. Validate the icon associated to the Allergy alert added in the previous steps is displayed.
  21. Hover over the icon and validate the 'Client Alert Description' added in the previous steps is displayed.
  22. Select "Episode 1" in the 'Episode' field.
  23. Validate the icon associated to the Allergy alert added in the previous steps is displayed.
  24. Hover over the icon and validate the 'Client Alert Description' added in the previous steps is displayed.
Topics
• Client Alerts • CarePOV Management
Update 14 Summary | Details
Avatar CareFabric - Progress Notes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
Scenario 1: Bells Notes Integration - Ambulatory Progress Notes - Validate sending 'Evidence-Based Practices'
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • The 'Ambulatory Progress Notes' form must have 'Document Routing' enabled.
  • The 'Enable Evidence Based Practice Fields' registry setting must be set to "Y".
  • Must have a note type in Bells for the 'Ambulatory Progress Notes' form with the 'Evidence-Based Practices' field available (Note Type A).
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' and 'Progress Notes' widgets on the HomeView.
  • A client is enrolled in an existing outpatient episode (Client A)
Steps
  1. Log into Bells Notes with existing login credentials for "User A".
  2. Search for "Client A".
  3. Click [Start Note] and verify the existence of the 'Session Information' window.
  4. Fill out all required fields and select "Note Type A".
  5. Verify the existence of "Client A" in the client header when note is started.
  6. Fill out all required fields.
  7. Select the desired value(s) in the 'Evidence-Based Practices' field.
  8. Click [Sign Note].
  9. Validate the Sign Note' dialog is displayed.
  10. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  11. Validate a message is displayed stating: Note Signed Successfully.
  12. Log into myAvatar as "User A".
  13. Navigate to the "My To Do's" widget.
  14. Validate a To-Do is displayed for the note sent via Bells Notes for "Client A".
  15. Click [Approve Document].
  16. Validate the progress note data is displayed, including the value(s) selected in the 'Evidence-Based Practices' field.
  17. Click [Accept].
  18. Enter the password for "User A" in the 'Verify Password' field and click [OK].
  19. Validate the To-Do is no longer displayed.
  20. Select "Client A" and navigate to the 'Progress Notes' widget.
  21. Validate the progress note filed from Bells Notes is displayed.
  22. Validate the progress note data is displayed, including the value(s) selected in the 'Evidence-Based Practices' field.
Scenario 2: Bells Notes Integration - Inpatient Progress Notes - Validate sending 'Evidence-Based Practices'
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • The 'Inpatient Progress Notes' form must have Document Routing enabled.
  • The 'Enable Evidence Based Practice Fields' registry setting must be set to "Y".
  • Must have a note type in Bells for the 'Inpatient Progress Notes' form with the 'Evidence-Based Practices' field available (Note Type A).
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' and 'Progress Notes' widgets on the HomeView.
  • A client is enrolled in an existing inpatient episode (Client A).
Steps
  1. Log into Bells Notes with existing login credentials for "User A".
  2. Search for "Client A".
  3. Click [Start Note] and verify the existence of the 'Session Information' window.
  4. Fill out all required fields and select "Note Type A".
  5. Verify the existence of "Client A" in the client header when note is started.
  6. Fill out all required fields.
  7. Select the desired value(s) in the 'Evidence-Based Practices' field.
  8. Click [Sign Note].
  9. Validate the Sign Note' dialog is displayed.
  10. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  11. Validate a message is displayed stating: Note Signed Successfully.
  12. Log into myAvatar as "User A".
  13. Navigate to the "My To Do's" widget.
  14. Validate a 'To-Do' is displayed for the note sent via Bells Notes for "Client A".
  15. Click [Approve Document].
  16. Validate the progress note data is displayed, including the value(s) selected in the 'Evidence-Based Practices' field.
  17. Click [Accept].
  18. Enter the password for "User A" in the 'Verify Password' field and click [OK].
  19. Validate the To-Do is no longer displayed.
  20. Select "Client A" and navigate to the 'Progress Notes' widget.
  21. Validate the progress note filed from Bells Notes is displayed.
  22. Validate the progress note data is displayed, including the value(s) selected in the 'Evidence-Based Practices' field.
Topics
• Progress Notes • CareFabric • Bells Notes
2023 Update 61 Summary | Details
Avatar Carefabric - Medication Inventory Management
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Medical Note
  • Medication Inventory Management
  • Service Code Upload Process
  • Lot Number Manager
  • Adjust Inventory
  • Client Health Maintenance
Scenario 1: Medical Note - Inventory Management Disabled - Full Note Workflow
Specific Setup:
  • The 'Avatar CWS->Medication Inventory Management->->->->Enable Medication Inventory Management' registry setting must be set to "N".
  • Please log out of the application and log back in after completing the above configuration.
  • Two 'Vaccination/Immunization' procedure-type service codes must be configured in the 'Service Codes' form. (Immunization A) (Immunization B)
  • A 'Medication Administration' procedure-type service code must be configured in the 'Service Codes' form. (Medication A)
  • A procedure-type service code that is not a "Vaccination/Immunization" nor "Medication Administration" must be configured in the 'Service Codes' form. (Procedure A)
  • An outpatient program configured as a 'Primary Care' program in the 'Program Maintenance' form must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
Steps
  1. Search for and select "Client A" and access 'Medical Note'.
  2. Click [Add Note] and create a new "Primary Care" Note.
  3. In the Facesheet:
  4. Select the ‘Vitals’ section and enter Blood Pressure, Height, Weight, and Temperature information, click [Save], and pull to note.
  5. Select the ‘Immunization’ section and enter a “Historical Immunization” record for yesterday.
  6. Select the ‘Allergies’ section and enter an allergy to “Shellfish” and pull to note.
  7. Select the ‘Document’ tab.
  8. Complete the 'Chief Complaint', 'HPI', 'Physical Exam' and 'Diagnosis' sections as necessary.
  9. Select the ‘Immunizations’ section.
  10. Expand the ‘Immunization History’ section and validate the Historical Immunization Record for the precious day is correctly shown.
  11. Click [Add] and then [Order Immunizations], select "Immunization A" from the 'Immunization Search' field and click [Continue].
  12. Fill in any required fields and click [Order].
  13. Click [Add] and then [Order Immunizations], select "Immunization B" from the 'Immunization Search' field and click [Continue].
  14. Fill in any required fields and click [Administer].
  15. Validate "Immunization A" is listed under the 'Pending Administrations' section and " Immunization B" is listed under the 'Immunization History' section.
  16. Populate all required fields and click [Save].
  17. Select the ‘Procedures’ section and click [Add].
  18. Select "Procedure A" from the 'Procedure' field.
  19. Select "Complete" from the 'Status' field.
  20. Set the 'Completion Date' field to "Today's Date.
  21. Populate any remaining required fields and click [Save].
  22. Validate "Procedure A" is listed under the 'Current Procedures' Section.
  23. Select the ‘In Office Administrations’ section.
  24. Click [Add], select "Medication A" from the 'In-Office Administrations Search' field and click [Continue].
  25. Populate all required fields and click [Administer].
  26. Populate all required fields and click [Save].
  27. Click [Add], select "Medication A" from the 'In-Office Administrations Search' field and click [Continue].
  28. Populate all required fields and click [Order].
  29. Validate "Medication A" is listed under the 'Pending Administrations' section and " Medication A" is listed under the 'Administration History' section.
  30. Select the ‘Finalize’ tab.
  31. Populate all required fields and click [Generate Note].
  32. Validate the ‘Note Summary’ is displayed and contains the appropriate information:
  33. The populated sections of the 'Facesheet' tab that were pulled into the note. (Allergies and Vitals)
  34. The required and populated sections of the 'Document' tab. (Chief Complaint, HPI, Physical Exam, Diagnosis)
  35. The 'Immunizations' section shows "Immunization A" in the 'Ordered (Pending)' section and "Immunization B" in the 'Administered In-Office' section.
  36. The 'Procedures' section shows "Procedure A" as complete.
  37. The 'In-Office Administrations' section shows "Medication A" in the 'Ordered (Pending)' section and "Medication B" in the 'Administered In-Office' section.
  38. Click [Sign Off] validate the Document is displayed and click [Accept], set the ‘Password’ field to the appropriate value and click [Verify].
Scenario 2: Medical Note - Inventory Management Enabled - In-Office Administration - Full Note Workflow
Specific Setup:
  • The 'Avatar CWS->Medication Inventory Management->->->->Enable Medication Inventory Management' registry setting must be set to "Y".
  • There must be at least one value in the Other CWS Tabled Files ‘(74101) Inventory Location’ dictionary. (Location A)
  • Please log out of the application and log back in after completing the above configuration.
  • A generic 'Evaluation Management' service code must be configured in the 'Service Codes' form. (Service Code A)
  • A 'Medication Administration' procedure-type service code must be configured in the 'Service Codes' form. (Medication A)
  • "Medication A" must have a template defined in the 'Medication Inventory Management' form. (Template A)
  • In the 'Medication Inventory Management' form inventory for "Template A" must be received to "Location A". (Inventory A)
  • An outpatient program must exist. (Program A)
  • In the 'Assign Services To Program' section of the 'Program Maintenance' form "Service Code A" must be associated to "Program A".
  • A client must have an active episode associated with "Program A". (Client A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note].
  3. Create a 'Psychiatry' note.
  4. Select the ‘Document’ tab.
  5. Populate all required sections in the 'Document' tab.
  6. Click the 'In-Office Administration' section.
  7. Click [Add] and select "Medication A" from the 'In-Office Administration Search' field.
  8. Validate the 'Dose', 'Unit', and 'Route' fields automatically populate based on the entries made in "Template A"
  9. Fill in any remaining required fields and click [Order].
  10. Validate the 'Pending Administrations' field contains a row for "Medication A".
  11. Click the ellipses under the 'Action' column for "Medication A" and click [Administer].
  12. Validate, in the first section, the 'Dose', 'Unit', and 'Route' fields are correctly populated with the updated values and that all fields are disabled.
  13. Click the 'Lot Number Search' button and validate the 'Lot Number Manager' dialog is launched.
  14. Select the row for "Inventory A" and click [Select].
  15. Validate the 'Lot Number', 'Manufacturer', 'Expiration Date', and 'NDC" are all correctly populated and disabled.
  16. Fill in any remaining required fields and click [Save].
  17. Expand the 'Administration History' field and validate it contains a row for "Medication A" and that all columns are accurate.
  18. Click the ellipses under the 'Action' column for "Medication A" and click [Document Reaction].
  19. Select any value for the 'Reaction' field and click [Save].
  20. Click the ellipses under the 'Action' column for "Medication A" and click [View Details].
  21. Validation the 'Reaction' field contains the correct value and click [Close]
  22. Select the ‘Finalize’ tab.
  23. Populate all required fields and click [Generate Note].
  24. Validate the ‘Note Summary’ is displayed and contains the appropriate information and click [Sign Off].
  25. Validate the Document is displayed and click [Accept], set the ‘Password’ field to the appropriate value and click [Verify].
Scenario 3: Medical Note - Administering a medication order under the 'In-Office Administration' section when 'Inventory Management' is disabled - Pediatric
Specific Setup:
  • The 'Avatar CWS->Medication Inventory Management->->->->Enable Medication Inventory Management' registry setting must be set to "N".
  • Please log out of the application and log back in after completing the above configuration.
  • A 'Medication Administration' procedure-type service code must be configured in the 'Service Codes' form. (Medication A)
  • An outpatient program that is configured in the 'Program Maintenance' form to be a 'Primary Care' program must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new 'Primary Care' note.
  3. Select the 'Document' tab.
  4. Navigate to the 'Diagnosis' section.
  5. Add a new diagnosis for "Client A".
  6. Navigate to the 'In-Office Administrations' section.
  7. Click [Add] and select "Medication A" from the 'In-Office Administrations Search' field.
  8. Validate the new diagnosis is listed under the 'Diagnosis' dropdown and select it.
  9. Fill in any remaining required fields and click [Order].
  10. Validate the 'Pending Administrations' field contains a row for "Medication A"
  11. Click the ellipses under the 'Action' column for "Medication A" and click [Administer].
  12. Validate, in the first section, the 'Dose', 'Unit', and 'Route' fields are correctly populated and that all fields are disabled.
  13. Fill in all required fields and click [Save].
  14. Validate the 'Pending Administrations' field no longer contains a row for "Medication A".
  15. Expand the 'Administration History' field and validate it contains a row for "Medication A" and that all columns are accurate.
Scenario 4: Medical Note - Administering a medication under the 'Pending Administration' sub-section of 'In Office Administration' and voiding the medications under the 'Administration History' section
Specific Setup:
  • The 'Avatar CWS->Medication Inventory Management->->->->Enable Medication Inventory Management' registry setting must be set to "N".
  • Please log out of the application and log back in after completing the above configuration.
  • Two 'Medication Administration' procedure-type service codes must be configured in the 'Service Codes' form. (Medication A)(Medication B)
  • An Outpatient program must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new note.
  3. Select the 'Document' tab and then navigate to the 'In-Office Administration' section.
  4. Click [Add], select "Medication A" from the 'In-Office Administration Search' field and click [Continue].
  5. Populate all required fields and click [Order].
  6. Validate the 'Pending Administrations' field contains a row for "Medication A".
  7. Click [Add], select "Medication B" from the 'In-Office Administration Search' field and click [Continue].
  8. Populate all required fields and click [Order].
  9. Validate the 'Pending Administrations' field contains a row for "Medication A" and one for "Medication B".
  10. Click the ellipses under the 'Action' column for "Medication A" and click [Administer].
  11. Populate all required fields and click [Save].
  12. Expand the 'Administration History' field and validate it contains a row for "Medication A" and that all columns are accurate.
  13. Click the ellipses under the 'Action' column for "Medication B" and click [Refuse].
  14. Set the 'Refusal Reason' field to any value and click [Save].
  15. Validate the 'Administration History' field contains a row for "Medication A" and the status shows as "Administered".
  16. Validate the 'Administration History' field contains a row for "Medication B" and the status shows as "Refused".
  17. Click the ellipses under the 'Action' column for "Medication B" and click [Void].
  18. Set the 'Comments' field to any value and click [Save].
  19. Validate the 'Administration History' field contains a row for "Medication B" and the status shows as "Voided".
Scenario 5: Medical Note - Edit a medication that is listed under the 'Pending Medications' sub-section in the 'In-Office Administrations' section
Specific Setup:
  • The 'Avatar CWS->Medication Inventory Management->->->->Enable Medication Inventory Management' registry setting must be set to "Y".
  • There must be at least one value in the Other CWS Tabled Files ‘(74101) Inventory Location’ dictionary. (Location A)
  • Please log out of the application and log back in after completing the above configuration.
  • A 'Medication Administration' procedure-type service code must be configured in the 'Service Codes' form. (Medication A)
  • "Medication A" must have a template defined in the 'Medication Inventory Management' form. (Template A)
  • In the 'Medication Inventory Management' form, inventory for "Template A" must be received to "Location A". (Inventory A)
  • An outpatient program must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new note.
  3. Select the 'Document' tab and then navigate to the 'In-Office Administrations' section.
  4. Click [Add] and select "Medication A" from the 'In-Office Administrations Search' field.
  5. Validate the 'Dose', 'Unit', and 'Route' fields automatically populate based on the entries made in "Template A".
  6. Fill in any remaining required fields and click [Order].
  7. Validate the 'Pending Administrations' field contains a row for "Medication A".
  8. Click the ellipses under the 'Action' column for "Medication A" and click [Edit].
  9. Set the 'Dose' and 'Unit' fields to any other values and click [Update].
  10. Validate the row for "Medication A" in the 'Pending Administrations field reflects the updated values.
  11. Click the ellipses under the 'Action' column for "Medication A" and click [Administer].
  12. Validate, in the first section, the 'Dose', 'Unit', and 'Route' fields are correctly populated with the updated values and that all fields are disabled.
  13. Click the 'Lot Number Search' button and validate the 'Lot Number Manager' dialog is launched.
  14. Select the row for "Inventory A" and click [Select].
  15. Validate the 'Lot Number', 'Manufacturer', 'Expiration Date', and 'NDC" are all correctly populated and disabled.
  16. Fill in any remaining required fields and click [Save].
  17. Validate the 'Pending Administrations' field no longer contains a row for "Medication A".
  18. Expand the 'Administration History' field and validate it contains a row for "Medication A" and that all columns are accurate.
Scenario 6: Medical Note - Order an In-Office Administration as "Provider" - Edit/Administer as "Nurse"
Specific Setup:
  • The 'Avatar CWS->Medication Inventory Management->->->->Enable Medication Inventory Management' registry setting must be set to "Y".
  • There must be at least one value in the Other CWS Tabled Files ‘(74101) Inventory Location’ dictionary. (Location A)
  • Please log out of the application and log back in after completing the above configuration.
  • A 'Medication Administration' procedure-type service code must be configured in the 'Service Codes' form. (Medication A)
  • "Medication A" must have a template defined in the 'Medication Inventory Management' form. (Template A)
  • In the 'Medication Inventory Management' form, inventory for "Template A" must be received to "Location A". (Inventory A)
  • An outpatient program must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
  • Two users must exist. (User A) (User B).
  • "User A" who is configured as a "Provider".
  • "User B" who is configured as a "Nurse".
Steps
  1. Log into the application as "User A".
  2. Search for and select "Client A" and navigate to 'Medical Note'.
  3. Click [Add Note] and create a new note.
  4. Select the 'Document' tab and then navigate to the 'In-Office Administrations' section.
  5. Click [Add], search for and select "Medication A" from the 'In-Office Administrations Search' field, and click [Continue].
  6. Validate the 'Dose', 'Unit', and 'Route' fields automatically populate based on the entries made in "Template A".
  7. Populate any remaining required fields and click [Order].
  8. Validate the 'Pending Administrations' field contains a row for "Medication A" and click [Save Draft].
  9. Log out of the application and then log in as "User B".
  10. Search for and select "Client A" and navigate to the 'Medical Note'.
  11. Click [Select Note] and select the newly created note.
  12. Select the 'Document' tab and then navigate to the 'In-Office Administrations' section.
  13. Validate the 'Pending Administrations' field contains a row for "Medication A".
  14. Click the ellipses under the 'Action' column for "Medication A" and click [Administer].
  15. Validate, in the first section, the 'Dose', 'Unit', and 'Route' fields are correctly populated and that all fields are disabled.
  16. Validate the 'Entered By' and 'Ordered By' fields contain "User A" and the 'Administered By' field contains "User B".
  17. Click the 'Lot Number Search' button and validate the 'Lot Number Manager' dialog is launched.
  18. Select the row for "Inventory A" and click [Select].
  19. Validate the 'Lot Number', 'Manufacturer', 'Expiration Date', and 'NDC" are all correctly populated and disabled.
  20. Populate all remaining required fields and click [Save].
  21. Validate the 'Pending Administrations' field no longer contains a row for "Medication A".
  22. Expand the 'Administration History' field and validate it contains a row for "Medication A" and that all columns are accurate.
  23. Log out of the application and then log in as "User A".
  24. Search for and select "Client A" and navigate to the 'Medical Note'.
  25. Click [Select Note] and select the newly created note.
  26. Select the 'Document' tab and then navigate to the 'In-Office Administrations' section.
  27. Validate the 'Pending Administrations' field no longer contains a row for "Medication A".
  28. Expand the 'Administration History' field and validate it contains a row for "Medication A" and that all columns are accurate.
Scenario 7: Medical Note - Immunizations - Edit; Cancel; Grouping
Specific Setup:
  • The 'Avatar CWS->Medication Inventory Management->->->->Enable Medication Inventory Management' registry setting must be set to "Y".
  • There must be at least one value in the Other CWS Tabled Files ‘(74101) Inventory Location’ dictionary. (Location A)
  • Please log out of the application and log back in after completing the above configuration.
  • Two 'Vaccination/Immunization' procedure type service codes must be configured in the 'Service Codes' form. (Immunization A)(Immunization B).
  • "Immunization A" must have a template defined in the 'Medication Inventory Management' form. (Template A)
  • In the 'Medication Inventory Management' form, inventory for "Template A" must be received to "Location A" and the 'Manufacturer of Vaccine (MVX)' and 'Vaccine Code (CVX)' fields must be populated. (Inventory A)
  • An outpatient program configured as a 'Primary Care' program in the 'Program Maintenance' form must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new 'Primary Care' note.
  3. Select the 'Document' tab and then navigate to the 'Immunizations' section.
  4. Click [Add] and then [Order Immunizations], select "Immunization A" from the 'Immunization Search' field and click [Continue].
  5. Fill in any required fields and click [Order].
  6. Click [Add] and then [Order Immunizations], select "Immunization B" from the 'Immunization Search' field and click [Continue].
  7. Fill in any required fields and click [Order].
  8. Click the ellipses under the 'Action' column for "Immunization A" and click [Edit].
  9. Change the values for the 'Dose' and 'Route' fields and click [Update].
  10. Click the ellipses under the 'Action' column for "Immunization B" and click [Cancel].
  11. Validate the 'Cancel Pending Administration' dialog appears and contains: "Are you sure you want to cancel this pending administration? Canceling this will permanently remove this pending administration."
  12. Click [Continue], populate the 'Comments' field and click [Save].
  13. Validate the 'Pending Immunizations' section only contains a row for "Immunization A".
  14. Click the ellipses under the 'Action' column for "Immunization A" and click [Administer].
  15. Validate, in the first section, the 'Dose', 'Unit', and 'Route' fields are correctly populated according to the edited values, and that all fields are disabled.
  16. Select "Facility" from the 'Provided By' field.
  17. Click the 'Lot Number Search' button and validate the 'Lot Number Manager' dialog is launched.
  18. Select the row for "Inventory A" and click [Select].
  19. Validate all fields in the "Administration Details' section are populated correctly.
  20. Populate any remaining required fields and click [Save].
  21. Expand the 'Immunization History' field and validate it contains a row for "Immunization A" and all columns are correctly populated.
  22. Click [Add] and then [Order Immunizations], select "Immunization A" from the 'Immunization Search' field and click [Continue].
  23. Populate any required fields and click [Administer].
  24. Set the 'Provided By' field to "Facility".
  25. Click the 'Lot Number Search' button and validate the 'Lot Number Manager' dialog is launched.
  26. Select the row for "Inventory A" and click [Select].
  27. Validate all fields in the "Administration Details' section are populated correctly.
  28. Populate any remaining required fields and click [Save].
  29. Click [Group By Vaccine] in the 'Immunization History' section.
  30. Validate that the 2 immunization administrations for "Immunization A" are grouped together.
Scenario 8: Medical Note - Order/Administer an Immunization in Single Workflow - Void Administration - Reconcile Inventory
Specific Setup:
  • The 'Avatar CWS->Medication Inventory Management->->->->Enable Medication Inventory Management' registry setting must be set to "Y".
  • There must be at least one value in the Other CWS Tabled Files ‘(74101) Inventory Location’ dictionary. (Location A)
  • Please log out of the application and log back in after completing the above configuration.
  • A 'Vaccination/Immunization' procedure-type service code must be configured in the 'Service Codes' form. (Immunization A)
  • "Immunization A" must have a template defined in the 'Medication Inventory Management' form. (Template A)
  • In the 'Medication Inventory Management' form, inventory for "Template A" must be received to "Location A" and the 'Manufacturer of Vaccine (MVX)' and 'Vaccine Code (CVX) fields but be populated. (Inventory A)
  • An outpatient program that is configured to be a 'Primary Care' program in the 'Program Maintenance' form must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new 'Primary Care' note.
  3. Select the 'Document' tab and then navigate to the 'Immunizations' section.
  4. Click [Add], select "Immunization A" from the 'Immunization Search' field and click [Continue].
  5. Validate the 'Dose', 'Unit', and 'Route' fields automatically populate based on the entries made in "Template A".
  6. Fill in any remaining required fields and click [Administer].
  7. Select "Facility" from the 'Provided By' field.
  8. Click the 'Lot Number Search' button and validate the 'Lot Number Manager' dialog is launched.
  9. Select the row for "Inventory A" and click [Select].
  10. Validate the fields in the 'Administration Details' section are all accurately populated.
  11. Fill in any remaining required fields and click [Save].
  12. Validate the 'Pending Administrations' field does not contain a row for "Immunization A".
  13. Expand the 'Immunization History' field and validate it contains a row for "Immunization A" and that all columns are accurate.
  14. Click the ellipses under the 'Action' column for "Immunization A" and click [Void].
  15. Populate the 'Comments' field and click [Save].
  16. Validate the 'Immunization History' field still contains a row for "Immunization A" and that the 'Status' column shows "Voided".
  17. Access the 'Medication Inventory Management' form.
  18. Click [Adjust Inventory] and select the row for "Inventory A" from the 'Select Row' field.
  19. Validate that the 'Event Log' field contains a row for the previously given administration.
  20. Validate the 'Current Balance' is correctly calculated.
  21. Select 'Add to inventory' from the 'Event Type' field.
  22. Set the 'Quantity' field, such that when added to the current balance, the total is equal to the amount originally added to inventory.
  23. Click [Submit].
Scenario 9: Medical Note - Complete a Pending Immunization After a Note Is Finalized - Pediatric Full Workflow
Specific Setup:
  • The 'Avatar CWS->Medication Inventory Management->->->->Enable Medication Inventory Management' registry setting must be set to "Y".
  • The Other CWS Tabled Files '(74101) Inventory Location’ dictionary must contain at least one value. (Location A)
  • Please log out of the application and log back in after completing the above configuration.
  • Two "Vaccination/Immunization" procedure-type service codes must be configured in the 'Service Codes' form. (Medication A and Medication B)
  • "Medication A" and "Medication B" must have a template defined in the 'Medication Inventory Management' form. (Template A and Template B)
  • In the 'Medication Inventory Management' form inventory for "Template A" and "Template B" must be received to "Location A". (Inventory A and Inventory B)
  • An outpatient program must exist that is configured as a "Primary Care Program". (Program A)
  • A client must have an active episode that is associated with "Program A" and is a pediatric patient. (Client A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note].
  3. Create a 'Primary Care' note.
  4. Select the ‘Document’ tab.
  5. Select ‘Immunizations’.
  6. Click [Add] and select "Medication A" from the 'Immunization Search' field.
  7. Validate the 'Dose', 'Unit', and 'Route' fields automatically populate based on the entries made in "Template A".
  8. Fill in any remaining required fields and click [Order].
  9. Validate the 'Pending Administrations' field contains a row for "Medication A"
  10. Click [Add] and select "Medication B" from the 'Immunization Search' field.
  11. Validate the 'Dose', 'Unit', and 'Route' fields automatically populate based on the entries made in "Template B".
  12. Fill in any remaining required fields and click [Administer].
  13. Validate, in the first section, the 'Dose', 'Unit', and 'Route' fields are correctly populated with the updated values and that all fields are disabled.
  14. Select "Yes" for the 'Consent Obtained' radio button.
  15. Select "Not VFC eligible" from the 'VFC Eligibility Code' field.
  16. Select "Facility" from the 'Provided By' field.
  17. Click the 'Lot Number Search' button and validate the 'Lot Number Manager' dialog is launched.
  18. Select the row for "Inventory B" and click [Select].
  19. Validate the 'Lot Number', 'Manufacturer', 'Expiration Date', and 'NDC' are all correctly populated and disabled.
  20. Fill in any remaining required fields and click [Save].
  21. Expand the 'Immunization History' field and validate it contains a row for "Medication B" and that all columns are accurate.
  22. Populate any remaining required sections in the 'Document' tab.
  23. Select the ‘Finalize’ tab.
  24. Populate all required fields and click [Generate Note].
  25. Validate the ‘Note Summary’ is displayed and contains the appropriate information and click [Sign Off].
  26. Validate the 'Progress Note' is displayed and click [Accept], set the ‘Password’ field to the appropriate value, and click [Verify].
  27. Refresh Medical Note.
  28. Click [Add Note].
  29. Create a 'Primary Care' note.
  30. Select the 'Document' tab and navigate to the 'Immunization' section.
  31. Validate the 'Pending Administrations' field contains a row for "Medication A"
  32. Click the ellipses under the 'Action' column for "Medication A" and click [Administer].
  33. Validate, in the first section, the 'Dose', 'Unit', and 'Route' fields are correctly populated with the updated values and that all fields are disabled.
  34. Select "Yes" for the 'Consent Obtained' field.
  35. Select "Not VFC eligible" from the 'VFC Eligibility Code' field.
  36. Select "Facility" from the 'Provided By' field.
  37. Click the 'Lot Number Search' button and validate the 'Lot Number Manager' dialog is launched.
  38. Select the row for "Inventory A" and click [Select].
  39. Validate the 'Lot Number', 'Manufacturer', 'Expiration Date', and 'NDC' are all correctly populated and disabled.
  40. Populate all remaining required fields and click [Save].
  41. Expand the 'Immunization History' field and validate it contains a row for "Medication A" and that all columns are accurate.
Scenario 10: Medical Note - Administering an immunization when 'Inventory Management' is disabled
Specific Setup:
  • The 'Avatar CWS->Medication Inventory Management->->->->Enable Medication Inventory Management' registry setting must be set to "N".
  • Please log out of the application and log back in after completing the above configuration.
  • A 'Vaccination/Immunization' procedure-type service code must be configured in the 'Service Codes' form. (Immunization A)
  • An outpatient program configured as a 'Primary Care' program in the 'Program Maintenance' form must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new 'Primary Care' note.
  3. Select the 'Document' tab and then navigate to the 'Immunizations' section.
  4. Click [Add] and then [Order Immunizations], select "Immunization A" from the 'Immunization Search' field and click [Continue].
  5. Fill in any required fields and click [Administer].
  6. Select "Facility" from the 'Provided By' field.
  7. Fill in any remaining required fields and click [Save].
  8. Expand the 'Immunization History' field and validate it contains a row for "Immunization A" and all columns are correctly populated.
  9. Complete any remaining required sections in the 'Document' tab.
  10. Select the 'Finalize' tab and click [End Face-to-Face Time].
  11. Choose one of the options in the 'CPT Code Selected' field and click [Generate Note].
  12. Validate the 'Note Summary' field shows the correct information.
  13. Set the 'Completion Status' field to "Completed" and sign off on the note.
Scenario 11: Medical Note - Service Code Upload - Medication Administration and Vaccine/Immunization Procedure Types
Specific Setup:
  • A service code upload file must exist that contains two new service codes, one with "Vaccination/Immunization" and one with "Medication Administration" selected in the 'Procedure Type' field, and must be placed on the server where the application resides. (File A)
Steps
  1. Access the 'Service Code Upload Process' form.
  2. Click [Select File].
  3. Select and open "File A".
  4. Select "Compile" in the 'Compile or Post' field.
  5. Select "Yes" in the 'Override Existing Service Codes' field.
  6. Click [Submit].
  7. Validate a "Compiled completed" message is displayed and click [OK].
  8. Select "Post" in the 'Compile or Post' field and click [Submit].
  9. Validate a "Post completed" message is displayed and click [OK].
  10. Access the 'Service Codes' form.
  11. Select "Edit" in the 'Add New or Edit Existing' field.
  12. Search for and select the first service code created and ensure that "Yes" is selected in the 'Is This Service A Procedure' field and that "Vaccination/Immunization" is selected in the 'Procedure Type' field.
  13. Search for and select the second service code created and ensure that "Medication Administration" is selected in the 'Procedure Type' field.
Scenario 12: Medical Note - Receiving new inventory - Administering an In-Office Administration - Entering a 'Reaction'
Specific Setup:
  • The 'Avatar CWS->Medication Inventory Management->->->->Enable Medication Inventory Management' registry setting must be set to "Y".
  • There must be at least one value in the Other CWS Tabled Files ‘(74101) Inventory Location’ dictionary. (Location A)
  • Please log out of the application and log back in after completing the above configuration.
  • A 'Medication Administration' procedure-type service code must be configured in the 'Service Codes' form. (Medication A)
  • An outpatient program must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
Steps
  1. Access the 'Medication Inventory Management' form.
  2. Click [Template Definition] and select "Add New" from the 'Select Template Definition' field.
  3. Set the 'Service Code' field to "Medication A".
  4. Populate any remaining required fields and click [Submit].
  5. Click [Medication Definition] and select the previously made template from the 'Select Template' field.
  6. Select "Location A" from the 'Inventory Location' field.
  7. Set the 'Lot #' field to "72293".
  8. Set the 'Expiration Date' field to a future date.
  9. Set the 'Container Size' field to 50.
  10. Populate any remaining required fields and click [Submit].
  11. Click [Adjust Inventory] and set the 'Lot #' field to "72293"
  12. Validate the new medication definition is shown in the 'Inventory Items' field.
  13. Select the new medication definition from the 'Select Row' field.
  14. Select "Add to inventory" from the 'Event Type' field.
  15. Validate "Add (A)" is selected from the 'Impact' field and that the field is disabled.
  16. Set the 'Quantity' field to "50" and click [Submit] and close the form.
  17. Search for and select "Client A" and navigate to the 'Medical Note'.
  18. Click [Add Note] and create a new note.
  19. Select the 'Document' tab and then navigate to the 'In-Office Administrations' section.
  20. Click [Add], search for and select "Medication A" from the 'In-Office Administrations Search' field and click [Continue].
  21. Validate the 'Dose', 'Unit', and 'Route' fields automatically populate based on selections made in the "Template Definition" section of the 'Medication Inventory Management' form.
  22. Fill in any remaining required fields and click [Administer].
  23. Click the 'Lot Number Search' button and validate the 'Lot Number Manager' dialog is launched.
  24. Select the row for new medication definition and click [Select].
  25. Validate the 'Administration Details' section is correctly populated based on selections made in the "Medication Definition" section of the 'Medication Inventory Management' form.
  26. Populate any remaining required fields and click [Save].
  27. Expand the 'Administration History' field and validate it contains a row for "Medication A" and that all columns are accurate.
  28. Click the ellipses under the 'Action' column for "Medication A" and click [Document Reaction].
  29. Set the 'Reaction' field to any value and click [Save].
  30. Click the ellipses under the 'Action' column for "Medication A" and click [View Details].
  31. Validate the details are read-only, that all fields are correctly populated and then click [Cancel].
  32. Access the 'Medication Inventory Management' form.
  33. Click [Adjust Inventory] and select the new medication definition from the 'Select Row' field.
  34. Validate that the 'Event Log' field contains a row for the previously given administration.
  35. Validate the 'Current Balance' is correctly calculated.
Scenario 13: Medical Note - Refuse medications that are listed in under the 'Pending Medications' sub-section of the 'In-Office Administrations' section. Confirm details in Progress Note.
Specific Setup:
  • A 'Medication Administration' procedure-type service code must be configured in the 'Service Codes' form. (Medication A)
  • An outpatient program must exist. (Program A)
  • A client must have an active episode associated with "Program A". (Client A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new note.
  3. Select the 'Document' tab and then navigate to the 'In-Office Administrations' section.
  4. Click [Add], select "Medication A" from the 'In-Office Administrations Search' field and click [Continue].
  5. Populate any required fields and click [Order].
  6. Validate the 'Pending Administrations' field contains a row for "Medication A".
  7. Click the ellipses under the 'Action' column for "Medication A" and click [Refuse].
  8. Select any value from the 'Refused Reason' field and click [Save].
  9. Validate the 'Pending Administrations' field no longer contains a row for "Medication A".
  10. Expand the 'Administration History' field and validate it contains a row for "Medication A" and that "Refused" is shown in the 'Status' column.
  11. Click the ellipses under the 'Action' column for "Medication A" and click [View Details].
  12. Validate the 'Refused Reason' field matches to what was previously selected and click [Cancel].
  13. Select the 'Finalize' tab and click [Generate Note].
  14. Validate that the 'Note Summary' field contains a section for In-Office Administrations and "Medication A" is listed and shows as "Refused".
Scenario 14: Medical Note - Cancel a medication that is listed in under the 'Pending Medications' sub-section of the 'In-Office Administrations' section.
Specific Setup:
  • A 'Medication Administration' procedure-type service code must be configured in the 'Service Codes' form. (Medication A)
  • An outpatient program must exist. (Program A)
  • A client must have an active episode associated with "Program A". (Client A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new note.
  3. Select the 'Document' tab and then navigate to the 'In-Office Administration' section.
  4. Click [Add], search for and select "Medication A" from the 'In-Office Administration Search' field and click [Continue].
  5. Populate any required fields and click [Order].
  6. Validate that a row for "Medication A" is listed in the 'Pending Immunizations' section.
  7. Click the ellipses under the 'Action' column for "Medication A" and click [Cancel].
  8. Validate the 'Cancel Pending Administration' dialog contains "Are you sure you want to cancel this pending administration? Canceling this will permanently remove this pending administration." and click [Continue].
  9. Populate the 'Comments' field and click [Save].
  10. Validate the 'Pending Administrations' field no longer contains a row for "Medication A".
  11. Expand the 'Administration History' field and validate it does not contain a row for "Medication A".
  12. Click [Select Note] and then click [Delete] for the newly created note.
  13. Validate the 'Delete Note' dialog contains "Are you sure you want to delete this draft note? Please make sure to void any administrations or procedures completed during the visit, as necessary."
  14. Click [Delete Note] and validate a 'Start' button now shows for the newly created note.
Scenario 15: Medical Note - Complete In-Office Administration - Delete Note - Void Administration - Reconcile Inventory
Specific Setup:
  • The 'Avatar CWS->Medication Inventory Management->->->->Enable Medication Inventory Management' registry setting must be set to "Y".
  • There must be at least one value in the Other CWS Tabled Files ‘(74101) Inventory Location’ dictionary. (Location A)
  • Please log out of the application and log back in after completing the above configuration.
  • A 'Medication Administration' procedure-type service code must be configured in the 'Service Codes' form. (Medication A)
  • "Medication A" must have a template defined in the 'Medication Inventory Management' form. (Template A)
  • In the 'Medication Inventory Management' form, inventory for "Template A" must be received to "Location A". (Inventory A)
  • An outpatient program must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new note.
  3. Select the 'Document' tab and then navigate to the 'In-Office Administrations' section.
  4. Click [Add], search for and select "Medication A" from the 'In-Office Administrations Search' field and click [Continue].
  5. Validate the 'Dose', 'Unit', and 'Route' fields automatically populate based on the entries made in "Template A".
  6. Fill in any remaining required fields and click [Administer].
  7. Click the 'Lot Number Search' button and validate the 'Lot Number Manager' dialog is launched.
  8. Select the row for "Inventory A" and click [Select].
  9. Populate any remaining required fields and click [Save].
  10. Expand the 'Administration History' field and validate it contains a row for "Medication A" and that all columns are accurate.
  11. Click [Select Note] and then click [Delete] for the newly created note.
  12. Validate the 'Delete Note' dialog contains "Are you sure you want to delete this draft note? Please make sure to void any administrations or procedures completed during the visit, as necessary.".
  13. Click [Delete Note] and validate an error message is displayed at the top of the medical note stating "Completed procedures/administrations that updated medication inventory must be voided first before the visit can be deleted.".
  14. Select the 'Document' tab and then navigate to the 'In-Office Administrations' section.
  15. Expand the 'Administration History' field, click the ellipses under the 'Action' column for "Medication A" and click [Void].
  16. Populate the 'Comments' field and click [Save].
  17. Validate a passive alert is displayed at the top of the document tab stating "Void Administration: Voiding an administration does not update inventory. Please reconcile your inventory as needed."
  18. Validate the 'Status' column shows "Voided" for "Medication A".
  19. Click [Select Note] and then click [Delete] for the newly created note.
  20. Validate the 'Delete Note' dialog contains "Are you sure you want to delete this draft note? Please make sure to void any administrations or procedures completed during the visit, as necessary." and click [Delete Note].
  21. Access the 'Medication Inventory Management' form.
  22. Click [Adjust Inventory] and select the row for "Inventory A" from the 'Select Row' field.
  23. Validate that the 'Event Log' field contains a row for the previously given administration.
  24. Validate the 'Current Balance' is correctly calculated.
  25. Select 'Add to inventory' from the 'Event Type' field.
  26. Set the 'Quantity' field, such that when added to the current balance, the new balance will be equal to the amount prior to the administration and click [Submit].
Scenario 16: Medical Note - Administering a Pediatric Immunization when 'Inventory Management' is enabled
Specific Setup:
  • The 'Avatar CWS->Medication Inventory Management->->->->Enable Medication Inventory Management' registry setting must be set to "Y".
  • There must be at least one value in the Other CWS Tabled Files ‘(74101) Inventory Location’ dictionary. (Location A)
  • Please log out of the application and log back in after completing the above configuration.
  • Two 'Vaccination/Immunization' procedure-type service codes must be configured in the 'Service Codes' form. (Immunization A) (Immunization B)
  • "Immunization A" must have a template defined in the 'Medication Inventory Management' form. (Template A)
  • In the 'Medication Inventory Management' form, inventory for "Template A" must be received to "Location A" and the 'Manufacturer of Vaccine (MVX)' and 'Vaccine Code (CVX)' fields must be populated. (Inventory A)
  • An outpatient program configured as a 'Primary Care' program in the 'Program Maintenance' form must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
  • "Client A" must be under the age of 19.
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Navigate to the 'Immunizations' section of the Facesheet.
  3. Click [Add] and then [Historical Immunization Record].
  4. Select any immunization listed in the 'Historical Immunization Record Search' field.
  5. Fill out any required fields and click [Save].
  6. Validate the 'Immunization History' section contains a row for the new historical immunization record.
  7. Click [Add Note] and create a 'Primary Care' note.
  8. Select the 'Document' tab and then navigate to the 'Immunization' section.
  9. Click [Add] and then [Order Immunizations], select "Immunization A" from the 'Immunizations Search' field and click [Continue].
  10. Validate the 'Dose', 'Unit', and 'Route' fields automatically populate based on the entries made in "Template A".
  11. Fill in any remaining required fields and click [Order].
  12. Validate the 'Pending Immunizations' field contains a row for "Immunization A"
  13. Click the ellipses under the 'Action' column for "Immunization A" and click [Edit].
  14. Clear the 'Diagnosis' field, enter in a new value and click [Update].
  15. Click the ellipses under the 'Action' column for "Immunization A" and click [Administer].
  16. Validate the 'Diagnosis' field contains the updated value.
  17. Validate the following fields, restricted to pediatric clients only, show and are required:
  18. 'Consent Obtained'.
  19. 'VFC Eligibility Code'.
  20. 'Funding Source'.
  21. Click the 'Lot Number Search' button and validate the 'Lot Number Manager' dialog is launched.
  22. Select the row for "Inventory A" and click [Select].
  23. Fill in any remaining required fields and click [Save].
  24. Validate the 'Pending Immunizations' field no longer contains a row for "Immunization A".
  25. Expand the 'Immunization History' field and validate it contains a row for "Immunization A" and that all columns are accurate.
  26. Click the ellipses under the 'Action' column for "Immunization A" and click [Document Reaction].
  27. Populate the 'Reaction' field and click [Save].
  28. Click the ellipses under the 'Action' column for "Immunization A" and click [View Details].
  29. Validate all fields are correctly populated and disabled and click [Cancel].
  30. Click [Add] and then [Order Immunizations], select "Immunization B" from the 'Immunizations Search' field and click [Continue].
  31. Populate all required fields and click [Order].
  32. Select the 'Finalize' tab and click [Generate Note].
  33. Validate the 'Note Summary' field contains a section for pending immunizations and has "Immunization B" listed.
  34. Validate the 'Note Summary' field contains a section for administered in-office immunizations and has "Immunization A" listed.
  35. Validate the 'Note Summary' field does not contain the new Historical Immunization Record.
  36. Select the 'Document' tab and then navigate to the 'Immunization' section.
  37. Click the ellipses under the 'Action' column for "Immunization B" and click [Cancel].
  38. Validate the 'Cancel Pending Administration' dialog appears and contains: "Are you sure you want to cancel this pending administration? Canceling this will permanently remove this pending administration."
  39. Click [Continue], populate the 'Comments' field and click [Save].
  40. Select the 'Finalize' tab and click [Generate Note].
  41. Validate the 'Note Summary' field does not contain a section for pending immunizations.
Scenario 17: Medical Note - Administering a Pediatric Immunization when 'Inventory Management' is disabled
Specific Setup:
  • The 'Avatar CWS->Medication Inventory Management->->->->Enable Medication Inventory Management' registry setting must be set to "N".
  • Please log out of the application and log back in after completing the above configuration.
  • A 'Vaccination/Immunization' procedure-type service code must be configured in the 'Service Codes' form. (Medication A)
  • An Outpatient program must exist that is configured as a 'Primary Care' program. (Program A)
  • A client must have an active episode associated with "Program A". (Client A)
  • "Client A" must be 18 years of age or younger.
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note].
  3. Create a 'Primary Care' note.
  4. Select the 'Document' tab and then navigate to the 'Immunization' section.
  5. Populate all required fields and click [Order].
  6. Validate the 'Pending Administrations' field contains a row for "Medication A".
  7. Click the ellipses under the 'Action' column for "Medication A" and click [Administer].
  8. Select "Yes" for the 'Consent Obtained' radio button.
  9. Select "Not VFC eligible" from the 'VFC Eligibility Code' field.
  10. Select "Other" from the 'Provided By' field.
  11. Populate all required fields and click [Save].
  12. Expand the 'Immunization History' field and validate it contains a row for "Medication A" and that all columns are accurate.
  13. Click the ellipses under the 'Action' column for "Medication B" and click [Document Reaction].
  14. Select any value for the 'Reaction' field and click [Save].
  15. Click the ellipses under the 'Action' column for "Medication B" and click [View Details].
  16. Validate the 'Reaction' field contains the correct value and click [Close]
Scenario 18: Medical Note - Add Historical Immunization Record - Validate through 'Client Health Maintenance' form
Specific Setup:
  • A client must have an active episode. (Client A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Navigate to the 'Immunizations' section of the Facesheet.
  3. Click [Add] and then [Historical Immunization Record].
  4. Select any immunization listed in the 'Historical Immunization Record Search' field.
  5. Fill out any required fields and click [Save].
  6. Validate the 'Immunization History' section contains a row for the new historical immunization record.
  7. Access the 'Client Health Maintenance' form.
  8. Search for and select "Client A" from the 'Client ID' field.
  9. Click [List Immunizations] and validate the 'Immunizations History and Alerts' report is launched.
  10. Validate the 'Immunization History' section contains data for the new historical immunization record and click [Close Report].
  11. Click [Update] and then [New Row].
  12. Populate the 'Vaccine', 'Dose', 'Provided By' and 'Date' cells and click [Save].
  13. Navigate to the 'Medical Note'.
  14. Navigate to the 'Immunizations' section of the Facesheet.
  15. Validate the 'Immunization History' section contains a row for both new immunization records.
Scenario 19: Medical Note - Add Historical Records - In Office Administration
Specific Setup:
  • A procedure-type service code must be configured in the 'Service Codes' form. (Medication A)
  • An Outpatient program must exist. (Program A)
  • A client must have an active episode associated with "Program A". (Client A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note].
  3. Create a 'Psychiatry' note.
  4. Select the 'Document' tab and then navigate to the 'Procedure' section.
  5. Click [Add] and select "Medication A" from the 'Procedure Search' field.
  6. Select ‘Diagnosis’ and enter a diagnosis.
  7. Click 'Complete' field.
  8. Click 'Routine' field.
  9. Populate all remaining required fields and click [Save].
  10. Validate the 'Current Procedures' field contains a row for "Medication A".
  11. Access the 'Service Codes' form.
  12. Select "Edit" in the 'Add New or Edit Existing' field.
  13. Search for and select "Medication A" and select "Medication Administration" in the 'Procedure Type' field.
  14. Click [Submit].
  15. Validate a message is displayed stating "Service Codes has completed. Do you wish to return to form?" and click [Yes].
  16. Refresh 'Medical Note'.
  17. Click [Select Note] and click [Edit].
  18. Select the 'Document' tab and then navigate to the 'In-Office Administration' section.
  19. Expand the 'Administration History' field.
  20. Validate the 'Historical Records' section is displayed and contains "Medication A".
Scenario 20: Medical Note - In-Office Administration - ToDo's - Administer and refusal
Specific Setup:
  • The 'Avatar CWS->Medication Inventory Management->->->->Enable Medication Inventory Management' registry setting must be set to "N".
  • Please log out of the application and log back in after completing the above configuration.
  • Two 'Medication Administration' procedure-type service codes must be configured in the 'Service Codes' form. (Medication A and Medication B)
  • An outpatient program must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
  • Two users must exist in the application. (User A and User B)
  • "User A" is configured as a "Nurse" and "User B" is configured as a "Provider".
  • "User A" must be logged into the application.
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new note.
  3. Select the 'Document' tab and then navigate to the 'In-Office Administration' section.
  4. Click [Add] and select "Medication A" from the 'In-Office Administration Search' field.
  5. Populate any required fields and click [Order].
  6. Validate the 'Pending Administrations' field contains a row for "Medication A".
  7. Click [Add] and select "Medication B" from the 'In-Office Administration Search' field.
  8. Populate any required fields and click [Order].
  9. Validate the 'Pending Administrations' field contains a row for "Medication B".
  10. Click [Send To Do].
  11. Set "User B" in the 'To-Do Recipient'.
  12. Set the 'Notes' field to any value and click [Send].
  13. Log out of the application and log back in as "User B".
  14. Access the 'My To Do's' widget.
  15. Select "Client A" from the 'Additional ToDos' list and click [Review To Do Item].
  16. Click 'In-Office Administrations'.
  17. Validate the 'Pending Administrations' field contains a row for "Medication A".
  18. Click the ellipses under the 'Action' column for "Medication A" and click [Administer].
  19. Validate, in the first section, the 'Dose', 'Unit', and 'Route' fields are correctly populated and disabled.
  20. Populate any required fields and click [Save].
  21. Expand the 'Administration History' field and validate it contains a row for "Medication A" and that all columns are accurate.
  22. Click the ellipses under the 'Action' column for "Medication B" and click [Refuse].
  23. Select any value in the 'Refused Reason' field and click [Save].
  24. Expand the 'Administration History' field and validate it contains a row for "Medication B" with a status of 'Refused'.
Scenario 21: Medical Note - Inventory Management Enabled - Full Immunization Work Flow
Specific Setup:
  • The 'Avatar CWS->Medication Inventory Management->->->->Enable Medication Inventory Management' registry setting must be set to "Y".
  • There must be at least one value in the Other CWS Tabled Files ‘(74101) Inventory Location’ dictionary. (Location A)
  • Please log out of the application and log back in after completing the above configuration.
  • Two 'Vaccination/Immunization' procedure-type service codes must be configured in the 'Service Codes' form. (Medication A and Medication B)
  • "Medication A" and "Medication B" must have a template defined in the 'Medication Inventory Management' form. (Template A and Template B)
  • In the 'Medication Inventory Management' form inventory for "Template A" and "Template B" must be received to "Location A". (Inventory A and Inventory B)
  • An Outpatient program must exist that is configured as a primary care program. (Program A)
  • A client must have an active episode associated with "Program A". (Client A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a 'Primary Care' note.
  3. Select the ‘Document’ tab.
  4. Enter a value in the ‘Chief Complaint’ field.
  5. Select ‘HPI’ and add a value along with symptoms.
  6. Select ‘Physical Exam’ and select the ‘Constitutional’ tab.
  7. Check off the appropriate values.
  8. Select ‘Diagnosis’ and enter a diagnosis.
  9. Select ‘Immunizations’.
  10. Click [Add] and select "Medication A" from the 'Immunization Search' field.
  11. Validate the 'Dose', 'Unit', and 'Route' fields automatically populate based on the entries made in "Template A".
  12. Fill in any remaining required fields and click [Order].
  13. Validate the 'Pending Administrations' field contains a row for "Medication A"
  14. Click [Add] and select "Medication B" from the 'Immunization Search' field.
  15. Validate the 'Dose', 'Unit', and 'Route' fields automatically populate based on the entries made in "Template B".
  16. Fill in any remaining required fields and click [Administer].
  17. Validate, in the first section, the 'Dose', 'Unit', and 'Route' fields are correctly populated with the updated values and that all fields are disabled.
  18. Click the 'Lot Number Search' button and validate the 'Lot Number Manager' dialog is launched.
  19. Select the row for "Inventory B" and click [Select].
  20. Validate the 'Lot Number', 'Manufacturer', 'Expiration Date', and 'NDC' are all correctly populated and disabled.
  21. Fill in any remaining required fields and click [Save].
  22. Expand the 'Immunization History' field and validate it contains a row for "Medication B" and that all columns are accurate.
  23. Click the ellipses under the 'Action' column for "Medication B" and click [Document Reaction].
  24. Select any value for the 'Reaction' field and click [Save].
  25. Click the ellipses under the 'Action' column for "Medication B" and click [View Details].
  26. Validate the 'Reaction' field contains the correct value and click [Close].
  27. Select the ‘Finalize’ tab.
  28. Populate all required fields and click [Generate Note].
  29. Validate the ‘Note Summary’ is displayed and contains the appropriate information and click [Sign Off].
  30. Validate the Document is displayed and click [Accept], set the ‘Password’ field to the appropriate value and click [Verify].
  31. Refresh Medical Note.
  32. Click [Add Note].
  33. Select "Primary Care" from the 'Appointment/Note Workflow' field.
  34. Select "Main Street Center" from the 'Site' field.
  35. Select "Program A" from the 'Service Program' field.
  36. Search for and select "Service Code A" from the 'Service Code' field.
  37. Fill out any remaining required fields and click [Save].
  38. Select the 'Document' tab and then navigate to the 'Immunization' section.
  39. Validate the 'Pending Administrations' field contains a row for "Medication A"
  40. Click the ellipses under the 'Action' column for "Medication A" and click [Administer].
  41. Validate, in the first section, the 'Dose', 'Unit', and 'Route' fields are correctly populated with the updated values and that all fields are disabled.
  42. Click the 'Lot Number Search' button and validate the 'Lot Number Manager' dialog is launched.
  43. Select the row for "Inventory A" and click [Select].
  44. Validate the 'Lot Number', 'Manufacturer', 'Expiration Date', and 'NDC' are all correctly populated and disabled.
  45. Fill in any remaining required fields and click [Save].
  46. Expand the 'Immunization History' field and validate it contains a row for "Medication A" and that all columns are accurate.
  47. Select the 'Facesheet' tab and then navigate to the 'Immunization' section.
  48. Validate "Medication A" and "Medication B" are displayed.
  49. Select the 'Document' tab and then navigate to the 'Immunization' section.
  50. Void the administrations of "Medication A" and "Medication B".
  51. Refresh Medical Note.
  52. Click [Select Note] and click [Delete].
  53. Validate the 'Delete Note' dialog is displayed and contains "Are you sure you want to delete this draft note. Please make sure to void any administrations or procedures completed during the visit, as necessary."
  54. Click [Delete Note].
Scenario 22: Medical Note - Order an Immunization as "Provider" - Edit/Administer as "Nurse"
Specific Setup:
  • The 'Avatar CWS->Medication Inventory Management->->->->Enable Medication Inventory Management' registry setting must be set to "Y".
  • There must be at least one value in the Other CWS Tabled Files ‘(74101) Inventory Location’ dictionary. (Location A)
  • Please log out of the application and log back in after completing the above configuration.
  • A 'Vaccination/Immunization' procedure-type service code must be configured in the 'Service Codes' form. (Immunization A)
  • "Immunization A" must have a template defined in the 'Medication Inventory Management' form. (Template A)
  • In the 'Medication Inventory Management' form, inventory for "Template A" must be received to "Location A" and the 'Manufacturer of Vaccine (MVX)' and 'Vaccine Code (CVX)' fields must be populated. (Inventory A)
  • An outpatient program configured as a 'Primary Care' program in the 'Program Maintenance' form must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
  • Two users must exist. (User A) (User B).
  • "User A" who is configured as a "Provider".
  • "User B" who is configured as a "Nurse".
Steps
  1. Log into the application as "User A".
  2. Search for and select "Client A" and navigate to the 'Medical Note'.
  3. Click [Add Note] and create a 'Primary Care' note.
  4. Select the 'Document' tab and then navigate to the 'Immunization' section.
  5. Click [Add] and then [Order Immunizations], select "Immunization A" from the 'Immunizations Search' field and click [Continue].
  6. Validate the 'Dose', 'Unit', and 'Route' fields automatically populate based on the entries made in "Template A".
  7. Fill in any remaining required fields and click [Order].
  8. Validate the 'Pending Immunizations' field contains a row for "Immunization A" and click [Save Draft].
  9. Log out of the application and then log in as "User B".
  10. Search for and select "Client A" and navigate to the 'Medical Note'.
  11. Click [Select Note] and select the newly created 'Primary Care' note.
  12. Select the 'Document' tab and then navigate to the 'Immunizations' section.
  13. Validate the 'Pending Immunizations' field contains a row for "Immunization A".
  14. Click the ellipses under the 'Action' column for "Immunization A" and click [Administer].
  15. Validate, in the first section, the 'Dose', 'Unit', and 'Route' fields are correctly populated and that all fields are disabled.
  16. Validate the 'Entered By' and 'Ordered By' fields contains "User A" and the 'Administered By' field contains "User B".
  17. Select "Facility" from the 'Provided By' field.
  18. Click the 'Lot Number Search' button and validate the 'Lot Number Manager' dialog is launched.
  19. Select the row for "Inventory A" and click [Select].
  20. Validate all fields in the 'Administration Details' section are populated correctly.
  21. Fill in any remaining required fields and click [Save].
  22. Validate the 'Pending Immunizations' field no longer contains a row for "Immunization A".
  23. Expand the 'Immunization History' field and validate it contains a row for "Immunization A" and that all columns are accurate.
  24. Log out of the application and then log in as "User A".
  25. Search for and select "Client A" and navigate to the 'Medical Note'.
  26. Click [Select Note] and select the 'Primary Care' note.
  27. Select the 'Document' tab and then navigate to the 'Immunizations' section.
  28. Validate the 'Pending Immunizations' field no longer contains a row for "Immunization A".
  29. Expand the 'Immunization History' field and validate it contains a row for "Immunization A" and that all columns are accurate.
Scenario 23: Medical Note - Pediatric Immunization - ToDo's - Administer and refusal
Specific Setup:
  • The 'Avatar CWS->Medication Inventory Management->->->->Enable Medication Inventory Management' registry setting must be set to "N".
  • The Other CWS Tabled Files '(74101) Inventory Location’ dictionary must contain at least one value. (Location A)
  • Please log out of the application and log back in after completing the above configuration.
  • A generic 'Evaluation Management' service code must be configured in the 'Service Codes' form. (Service Code A)
  • A 'Medication Administration' procedure-type service code must be configured in the 'Service Codes' form. (Medication A)
  • A 'Vaccination/Immunization' procedure-type service code must be configured in the 'Service Codes' form. (Medication B)
  • An outpatient program must exist that is configured as a 'Primary Care' program. (Program A)
  • A client must have an active episode associated with "Program A" and is pediatric patient. (Client A)
  • Two users must exist in the application: One who is configured as a "Nurse" (User A) and one who is configured as a "Provider". (User A and User B).
  • "User A" must be logged into the application.
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note].
  3. Create a 'Primary Care' note.
  4. Select the 'Document' tab and then navigate to the 'Immunization' section.
  5. Click [Add] and select "Medication A" from the 'Immunization Search' field.
  6. Populate all required fields and click [Order].
  7. Validate the 'Pending Administrations' field contains a row for "Medication A".
  8. Click [Add] and select "Medication B" from the 'Immunization Search' field.
  9. Populate all required fields and click [Order].
  10. Validate the 'Pending Administrations' field contains a row for "Medication B".
  11. Click [Send To Do].
  12. Set "User A" in the 'To-Do Recipient'.
  13. Set the 'Notes' field to any value and click [Send].
  14. Log out of the application and log back in as "User B".
  15. Access the 'My To Do's' widget.
  16. Select "Client A" from the 'Additional ToDos' list and click [Review To Do Item].
  17. Select the 'Immunization' section.
  18. Validate the 'Pending Administrations' field contains a row for "Medication A".
  19. Click the ellipses under the 'Action' column for "Medication A" and click [Administer].
  20. Validate, in the first section, the 'Dose', 'Unit', and 'Route' fields are correctly populated with the updated values and that all fields are disabled.
  21. Select "Yes" for the 'Consent Obtained' radio button.
  22. Select "Not VFC eligible" from the 'VFC Eligibility Code' field.
  23. Select "Facility" from the 'Provided BY' field.
  24. Populate all required fields and click [Save].
  25. Expand the 'Immunization History' field and validate it contains a row for "Medication A" and that all columns are accurate.
  26. Click the ellipses under the 'Action' column for "Medication B" and click [Refuse].
  27. Select any value for the 'Refused Reason' field and click [Save].
  28. Expand the 'Immunization History' field and validate it contains a row for "Medication B" with a status of "Refused".
Topics
• Medical Note • NX • Service Code • To Dos
2023 Update 71 Summary | Details
Bells Notes Integration - Patient Signatures
Scenario 1: Bells Notes Integration - Validate sending progress notes with signatures when document routing is enabled
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form must be configured for Bells Notes with the following:
  • Document routing enabled
  • 3 signature fields added via 'Site Specific Section Modeling' that are imported to a corresponding note type in Bells (Note Type A).
  • Patient Signature
  • Guardian Signature
  • Other Signature
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' and 'Progress Notes' widgets on the HomeView.
  • A client is enrolled in an existing episode (Client A)
Steps
  1. Log into Bells Notes with existing login credentials for "User A".
  2. Search for "Client A".
  3. Click [Start Note] and verify the existence of the 'Session Information' window.
  4. Fill out all required fields and select "Note Type A".
  5. Verify the existence of "Client A" in the client header when note is started.
  6. Fill out all required fields.
  7. Add signatures in the 'Patient Signature', 'Guardian Signature' and 'Other Signature' fields.
  8. Click [Sign Note].
  9. Validate the Sign Note' dialog is displayed.
  10. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  11. Validate a message is displayed stating: Note Signed Successfully.
  12. Log into myAvatar as "User A".
  13. Navigate to the "My To Do's" widget.
  14. Validate a To-Do is displayed for the progress note sent via Bells Notes for "Client A".
  15. Click [Approve Document].
  16. Validate the progress note data is displayed, including the 'Patient Signature', 'Guardian Signature' and 'Other Signature' fields.
  17. Click [Accept].
  18. Enter the password for "User A" in the 'Verify Password' field and click [OK].
  19. Validate the To-Do is no longer displayed.
  20. Select "Client A" and navigate to the 'Progress Notes' widget.
  21. Validate the progress note filed from Bells Notes is displayed.
  22. Validate all progress note data is displayed as expected, including the 'Patient Signature', 'Guardian Signature', and 'Other Signature' fields.
Scenario 2: Bells Notes Integration - Validate sending progress notes with signatures when document routing is disabled
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form must be configured for Bells Notes with the following:
  • Document routing is disabled
  • 3 signature fields added via 'Site Specific Section Modeling' that are imported to a corresponding note type in Bells (Note Type A).
  • Patient Signature
  • Guardian Signature
  • Other Signature
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner
  • Access to the 'Progress Notes' widget on the HomeView.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Log into Bells Notes with existing login credentials for "User A".
  2. Search for "Client A".
  3. Click [Start Note] and verify the existence of the 'Session Information' window.
  4. Fill out all required fields and select "Note Type A".
  5. Verify the existence of "Client A" in the client header when note is started.
  6. Fill out all required fields.
  7. Add signatures in the 'Patient Signature', 'Guardian Signature' and 'Other Signature' fields.
  8. Click [Sign Note].
  9. Validate the Sign Note' dialog is displayed.
  10. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  11. Validate a message is displayed stating: Note Signed Successfully.
  12. Select "Client A" and navigate to the 'Progress Notes' widget.
  13. Validate the progress note filed from Bells Notes is displayed.
  14. Validate all progress note data is displayed as expected, including the 'Patient Signature', 'Guardian Signature', and 'Other Signature' fields.
Scenario 3: Bells Notes Integration - Reject a progress note that was sent for approval
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form must be configured for Bells Notes with the following:
  • Document routing enabled
  • 3 signature fields added via 'Site Specific Section Modeling' that are imported to a corresponding note type in Bells (Note Type A).
  • Patient Signature
  • Guardian Signature
  • Other Signature
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' and 'Progress Notes' widgets on the HomeView.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Log into Bells Notes with existing login credentials for "User A".
  2. Search for "Client A".
  3. Click [Start Note] and verify the existence of the 'Session Information' window.
  4. Fill out all required fields and select "Note Type A".
  5. Verify the existence of "Client A" in the client header when note is started.
  6. Fill out all required fields.
  7. Add signatures in the 'Patient Signature', 'Guardian Signature' and 'Other Signature' fields.
  8. Click [Sign Note].
  9. Validate the Sign Note' dialog is displayed.
  10. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  11. Validate a message is displayed stating: Note Signed Successfully.
  12. Log into myAvatar as "User A".
  13. Navigate to the "My To Do's" widget.
  14. Validate a To-Do is displayed for the progress note sent via Bells Notes for "Client A".
  15. Click [Approve Document].
  16. Validate the progress note data is displayed, including the 'Patient Signature', 'Guardian Signature' and 'Other Signature' fields.
  17. Click [Reject].
  18. Enter the desired value in the 'Comments for Reject' field and click [OK].
  19. Access the 'Progress Notes (Group and Individual)' form.
  20. Select "Client A" in the 'Select Client' field.
  21. Select the corresponding episode in the 'Select Episode' field.
  22. Select the note rejected in the previous steps in the 'Select Draft Note To Edit' field.
  23. Validate the note details sent from Bells Notes are displayed including the signature for 'Patient Signature', 'Guardian Signature', and 'Other Signature'.
  24. Validate "Draft" is selected in the 'Draft/Final' field.
  25. Close the form.
Bells Notes Integration - Site Specific fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Site Specific Section Modeling (CWS)
Scenario 1: Validate the 'GetProgressNoteCustomDisplayPlan' SDK action
Steps

Internal testing only.

Avatar CareFabric - 'StaffMemberUpdated' SDK event
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Practitioner Enrollment
  • CareFabric Monitor
  • Practitioner Termination
Scenario 1: Practitioner Enrollment/Termination - Validate the 'StaffMemberUpdated' SDK event when a practitioner is terminated and then re-enrolled
Specific Setup:
  • An active practitioner must be defined in 'Practitioner Enrollment' (Practitioner A).
Steps
  1. Access the 'Practitioner Termination' form.
  2. Select "Practitioner A" in the 'Select Staff' dialog and click [OK].
  3. Enter any past date in the 'Termination Date' field.
  4. Select the desired value in the 'Reason For Termination' field.
  5. Click [Submit].
  6. Access the 'CareFabric Monitor' form.
  7. Enter the current date in the 'From Date' and 'Through Date' fields.
  8. Select "Practitioner A" in the 'Staff ID' field.
  9. Click [View Activity Log].
  10. Validate the 'CareFabric Monitor Report' is displayed and contains a "StaffMemberUpdated" record.
  11. Select it and click [Click To View Record].
  12. Validate the 'terminatedDate' field contains the 'Termination Date' filed in the previous steps.
  13. Close the report and the form.
  14. Access the 'Practitioner Enrollment' form.
  15. Select "Practitioner A" in the 'Select Staff' dialog and click [OK].
  16. Enter the current date in the 'Registration Date' field.
  17. Select the "Categories/Taxonomy" section.
  18. Select "Create New" in the 'Category/Taxonomy' field.
  19. Enter the current date in the 'Effective Date' field.
  20. Select the desired value in the 'Practitioner Category' field.
  21. Select the desired value in the 'Discipline' field.
  22. Select the desired value in the 'Practitioner Categories For Coverage' field.
  23. Click [Add Practitioner Categories] and [OK].
  24. Submit the form.
  25. Access the 'CareFabric Monitor' form.
  26. Enter the current date in the 'From Date' and 'Through Date' fields.
  27. Select "Practitioner A" in the 'Staff ID' field.
  28. Click [View Activity Log].
  29. Validate the 'CareFabric Monitor Report' is displayed and contains a "StaffMemberUpdated" record.
  30. Select it and click [Click To View Record].
  31. Validate the 'activatedDate' field contains the current date.
  32. Validate the 'terminationDate' field contains "null".
  33. Close the report and the form.
CareManager Integration - Progress Notes
Scenario 1: CareManager - Validate the 'PutProgressNote' action when document routing is enabled
Specific Setup:
  • myAvatar must be configured to integrate with CareManager. Please note: this must be done by a Netsmart Associate.
  • A progress notes form must be configured for CareManager integration.
  • Document routing is enabled on this progress notes form.
  • A practitioner (Practitioner A) must exist in both myAvatar and CareManager that is associated to an Avatar user (User A).
  • This user does not require a supervisor's approval for document routing.
  • A client is enrolled in an existing episode in myAvatar and CareManager (Client A).
Steps
  1. Log into CareManager.
  2. Search for and select "Client A".
  3. File a progress note for a "New Service", populating all required and desired fields.
  4. Select "Practitioner A" as the 'Practitioner'.
  5. Enter the desired value for the 'Duration'.
  6. Select "Final" as the 'Note Status'.
  7. Click [Save].
  8. Log into myAvatar as "User A".
  9. Navigate to the "My To Do's" widget.
  10. Locate the To Do just routed and click [Approve Document].
  11. Validate the document is displayed with the progress note data sent from CareManager.
  12. Click [Accept].
  13. Enter the password for "User A" in the 'Verify Password' dialog and click [OK].
  14. Validate the To-Do is no longer displayed.
  15. Select "Client A" and navigate to the 'Progress Notes' widget.
  16. Validate the 'Progress Notes' widget contains the finalized progress note submitted from CareManager.
  17. Validate all progress note data displays as expected.
Scenario 2: CareManager - Validate the 'PutProgressNote' action when document routing is disabled
Specific Setup:
  • myAvatar must be configured to integrate with CareManager. Please note: this must be done by a Netsmart Associate.
  • A progress notes form must be configured for CareManager integration.
  • Document routing is disabled on this progress notes form.
  • A practitioner (Practitioner A) must exist in both myAvatar and CareManager that is associated to an Avatar user (User A).
  • A client is enrolled in an existing episode in myAvatar and CareManager (Client A).
Steps
  1. Log into CareManager.
  2. Search for and select "Client A".
  3. File a progress note for a "New Service", populating all required and desired fields.
  4. Select "Practitioner A" as the 'Practitioner'.
  5. Enter the desired value for the 'Duration'.
  6. Select "Final" as the 'Note Status'.
  7. Click [Save].
  8. Log into myAvatar as "User A".
  9. Select "Client A" and navigate to the 'Progress Notes' widget.
  10. Validate the 'Progress Notes' widget contains the finalized progress note submitted from CareManager.
  11. Validate all progress note data displays as expected.
Topics
• Progress Notes • Bells Notes • Site Specific Section Modeling • CareFabric • Practitioner
 

Avatar_CareFabric_2024_Monthly_Release_2024.00.01_Details.csv