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Avatar CWS 2022 Monthly Release 2022.00.00 Acceptance Tests

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Update 1 Summary | Details
Avatar CWS 2022 is Installed
Scenario 1: Validate Upgrading Avatar CWS 2021 to 2022 is successful when 2021.04.00 is loaded
Specific Setup:
  • Latest Monthly Release is installed.
Steps
  1. Open the "Product Updates" form.
  2. Select the appropriate [Namespace] from the Application dropdown list
  3. Click [Select Update/Customization Pack].
  4. Browse to the location for the updates and select the Update 1.
  5. Click [OK] on the "File Upload Complete" window.
  6. Click [Review Update/Customization Pack Contents].
  7. Verify Update 1 is included.
  8. Click [Install Update/Customization Pack].
  9. Click [OK] when the install completes.
  10. Click [Close Form].
Topics
• Upgrade
Update 2 Summary | Details
'Client Health Maintenance' - 'Immunizations' grid
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Health Maintenance
Scenario 1: Validation of Client Health Maintenance - Wellness Items Grid
Specific Setup:
  • Two clients are enrolled in an existing episode (Client A and Client B).
Steps
  1. Access the 'Client Health Maintenance' form.
  2. Select "Client A" in the 'Client ID' field.
  3. Click [Wellness - Update].
  4. Click [New Row].
  5. Select any value in the 'Wellness Item' field.
  6. Select any value in the 'Provided By' field.
  7. Enter the desired date in the 'Date' field.
  8. Select any value in the 'Administered By' field.
  9. Click [Save].
  10. Select "Client B" in the 'Client ID' field.
  11. Click [Wellness - Update].
  12. Validate the wellness item added for "Client A" is not displayed.
  13. Click [New Row].
  14. Select any value in the 'Wellness Item' field.
  15. Select any value in the 'Provided By' field.
  16. Enter the desired date in the 'Date' field.
  17. Select any value in the 'Administered By' field.
  18. Click [Save] and [Submit].
  19. Access the 'Client Health Maintenance' form.
  20. Select "Client B" in the 'Client ID' field.
  21. Click [Wellness - Update].
  22. Validate the 'Wellness' table contains the wellness item filed in the previous steps.
  23. Close the form.
Scenario 2: Validation of Client Health Maintenance - Immunization Items Grid
Specific Setup:
  • Two clients are enrolled in an existing episode (Client A and Client B).
Steps
  1. Access the 'Client Health Maintenance' form.
  2. Select "Client A" in the 'Client ID' field.
  3. Click [Immunizations - Update].
  4. Click [New Row].
  5. Select any value in the 'Vaccine' field.
  6. Select any value in the 'Dose' field.
  7. Select any value in the 'Provided By' field.
  8. Enter the desired date in the 'Date' field.
  9. Enter "1" in the 'Amount' field.
  10. Validate the 'Error' dialog contains "Must be a number with decimal places".
  11. Click [OK].
  12. Enter ".50" in the 'Amount' field.
  13. Click [Save].
  14. Select "Client B" in the 'Client ID' field.
  15. Click [Immunization - Update].
  16. Validate the wellness item added for "Client A" is not displayed.
  17. Click [New Row].
  18. Select any value in the 'Vaccine' field.
  19. Select any value in the 'Dose' field.
  20. Select any value in the 'Provided By' field.
  21. Enter the desired date in the 'Date' field.
  22. Enter ".50" in the 'Amount' field.
  23. Click [Save] and [Submit].
  24. Access the 'Client Health Maintenance' form.
  25. Select "Client B" in the 'Client ID' field.
  26. Click [Immunizations - Update].
  27. Validate the 'Immunization' table contains the immunization filed in the previous steps.
  28. Close the form.
Scenario 3: Validation of Client Health Maintenance - Immunization Items Grid
Specific Setup:
  • The client must be enrolled in an existing episode (Client A).
Steps
  1. Access the 'Client Health Maintenance' form.
  2. Select "Client A" in the 'Client ID' field.
  3. Click [Immunizations - Update].
  4. Click [New Row].
  5. Select any value in the 'Vaccine' field.
  6. Select any value in the 'Dose' field.
  7. Select any value in the 'Provided By' field.
  8. Enter the desired date in the 'Date' field.
  9. Enter "1" in the 'Amount' field.
  10. Validate the 'Error' dialog contains "Must be a number with decimal places".
  11. Click [OK].
  12. Enter ".50" in the 'Amount' field.
  13. Click [Save] and [Submit].
  14. Access Crystal Reports or other SQL Reporting Tool.
  15. Create a report using the 'SYSTEM.cw_immunization_history' SQL table.
  16. Validate the 'PATID' field contains the ID of "Client A".
  17. Validate the 'dosage' field contains ".50".
  18. Access the 'Client Health Maintenance' form.
  19. Select "Client A" in the 'Client ID' field.
  20. Click [Immunizations - Update].
  21. Validate the 'Immunizations' table contains the immunization filed in previous steps.
  22. Enter ".750" in the 'Amount' field.
  23. Click [Save] and [Submit].
  24. Access Crystal Reports or other SQL Reporting Tool.
  25. Refresh the report using the 'SYSTEM.cw_immunization_history' SQL table.
  26. Validate the 'dosage' field contains ".750"
  27. Close the report.
Topics
• Client Health Maintenance
Update 6 Summary | Details
'Client Health Maintenance' - 'Immunizations' grid
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Health Maintenance
Scenario 1: Validation of Client Health Maintenance - Immunization Items Grid
Specific Setup:
  • The client must be enrolled in an existing episode (Client A).
Steps
  1. Access the 'Client Health Maintenance' form.
  2. Select "Client A" in the 'Client ID' field.
  3. Click [Immunizations - Update].
  4. Click [New Row].
  5. Select any value in the 'Vaccine' field.
  6. Select any value in the 'Dose' field.
  7. Select any value in the 'Provided By' field.
  8. Enter the desired date in the 'Date' field.
  9. Enter "1" in the 'Amount' field.
  10. Validate the 'Error' dialog contains "Must be a number with decimal places".
  11. Click [OK].
  12. Enter ".50" in the 'Amount' field.
  13. Click [Save] and [Submit].
  14. Access Crystal Reports or other SQL Reporting Tool.
  15. Create a report using the 'SYSTEM.cw_immunization_history' SQL table.
  16. Validate the 'PATID' field contains the ID of "Client A".
  17. Validate the 'dosage' field contains ".50".
  18. Access the 'Client Health Maintenance' form.
  19. Select "Client A" in the 'Client ID' field.
  20. Click [Immunizations - Update].
  21. Validate the 'Immunizations' table contains the immunization filed in previous steps.
  22. Enter ".750" in the 'Amount' field.
  23. Click [Save] and [Submit].
  24. Access Crystal Reports or other SQL Reporting Tool.
  25. Refresh the report using the 'SYSTEM.cw_immunization_history' SQL table.
  26. Validate the 'dosage' field contains ".750"
  27. Close the report.
Topics
• Client Health Maintenance
Update 8 Summary | Details
POC Results Entry Configuration - 'Save As Vital Sign'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • POC Results Entry Configuration
  • Orders This Episode
Scenario 1: eMAR - Administering an order and entering a Result for an order with vitals, editing the vitals and voiding the vitals
Specific Setup:
  • Avatar CWS 2022 Update 8, Avatar OE 2021 Update 50, Avatar eMAR 2021 Update 20 and RADplus Client Update 3201-003 are required in order to utilize full functionality.
  • The 'Avatar eMAR->General->Settings->->->Use separate 'Infusion Details' tab for IVs on eMAR Administration Event dialog' registry setting must be set to "Y".
  • The 'Avatar eMAR->General->Settings->->->'Require client wristband scan in Avatar eMAR' registry setting must be set to "Y".
  • The 'POC Results Entry Configuration' form must have an observation defined that has a value selected in the 'Save as Vital Sign' field, a test defined that is associated with an order code and has an additional data element defined on the 'eMAR Results Entry' section of the 'POC Results Entry Configuration' form.
  • Please log out of the application and log back in after completing the above configuration.
  • Must have the "NDC's" for "CEFTRIAXONE 1 GM/5 ML INTRAVENOUS SOLUTION" and "COUMADIN (WARFARIN SODIUM) 10 MG ORAL TABLET".
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Order Code Setup' form.
  2. Select "Edit Existing Order Code' in the 'Add/Edit Order Code' field.
  3. Search for and select "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL" in the 'Existing Order Code' field.
  4. Select the following values in the 'Additional Data Elements to Include In Avatar eMAR (Administration)' field.
  5. Blood Glucose
  6. eMAR Results Entry value
  7. Weight
  8. Click [Submit] and close the form.
  9. Select "Client A" and access the Order Entry Console.
  10. Search for and select "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL" in the 'New Order' field.
  11. Set the 'Dose' field to "1".
  12. Validate the 'Dose Unit' field contains "Tablet".
  13. Select "As Needed" from the 'Freq' field.
  14. Set the 'Duration' field to "1" and click [Days].
  15. Validate the 'Days Supply' field contains "1".
  16. Validate the 'Dispense Qty' field contains "1".
  17. Select "Tablet" from the 'Dispense Qty Unit' field.
  18. Validate the 'Directions' field contains "Take one (1) tablet by mouth as needed".
  19. Click [Add to Scratchpad].
  20. Search for and select "CEFTRIAXONE 1 GM/50 ML SOLUTION INTRAVENOUS" in the 'New Order' field.
  21. Set the 'Dose' field to "1".
  22. Select "Gram" in the 'Dose Unit' field.
  23. Select "AS NEEDED" from the 'Freq' field.
  24. Validate the 'Route' field contains "INTRAVENOUS".
  25. Select "IV Push" from the 'Admin Method' field.
  26. Set the 'Duration' field to "8" and click [Days].
  27. Validate the 'Days Supply' field contains "8".
  28. Set the 'Dispense Qty' field to "8".
  29. Select "Gram" in the 'Dispense Qty Unit' field.
  30. Validate the 'Directions' field contains "Inject one (1) gram intravenously as needed".
  31. Click [Add to Scratchpad] and click [Final Review].
  32. Validate the 'Interactions' dialog is displayed.
  33. Override all interactions and click [Save Override and Exit].
  34. Validate the 'Final Review' dialog is displayed.
  35. Select "None" in the 'Output' column for both orders and click [Sign]
  36. Validate the 'Order grid' contains the orders for "COUMADIN (WARFARIN SODIUM)" and "CEFTRIAXONE 1 GM/50 ML INTRAVENOUS SOLUTION".
  37. Access the 'eMAR' widget.
  38. Click the 'Click here to provide override reason' field.
  39. Validate the 'Wristband Scan Override' dialog exists.
  40. Select "Other Reason" from the 'Please provide a reason' field.
  41. Set the 'Other Reason' field to any value.
  42. Click [OK].
  43. Validate an order for "CEFTRIAXONE 1 GM/5 ML INTRAVENOUS SOLUTION" is displayed with no hours of administration under the current date.
  44. Validate an order for "COUMADIN (WARFARIN SODIUM) 10 MG ORAL TABLET" is displayed with no hours of administration under the current date.
  45. Complete the 'Order Acknowledgement' and 'Client Education' for both orders.
  46. Select a cell under the current date for the "CEFTRIAXONE" order and for the "COUMADIN" order and click [Administer]
  47. Validate the 'Administration Event' dialog is displayed.
  48. Set the 'Med ID' field to the NDC for "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL".
  49. Select a successful administration event in the 'Administration Event' field.
  50. Click [Warning - View].
  51. Override all warnings and click [OK]
  52. Click the 'Infusion Details' tab.
  53. Set the 'Med ID' field to the NDC for "CEFTRIAXONE 1 GM/5 ML INTRAVENOUS SOLUTION".
  54. Select a successful administration event in the 'Administration Event' field.
  55. Click [Warning - View].
  56. Override all warnings and click [OK]
  57. Click the 'Additional Data (Administration)' tab.
  58. Set the 'Blood Glucose (mg/dL)' field to "120".
  59. Set the 'Weight (lbs/kgs)' field to "100" and select "lbs".
  60. Set the 'eMAR Results Entry' field to "75".
  61. Check the 'Accept administration information entered' check box and click [OK].
  62. Validate the first cells under the current date for the "CEFTRIAXONE" and "COUMADIN" orders contain the amount administered and the time administered.
  63. Double click the administered cell under the current date for the "COUMADIN" order.
  64. Set the 'Result' field to "Test".
  65. Click the 'Additional Data (Results)' tab.
  66. Set the 'Blood Glucose (mg/dL)' field to "100".
  67. Set the 'Weight (lbs/kgs)' field to "99" and select "lbs".
  68. Set the 'eMAR Results Entry' field to "65".
  69. Check the 'Accept administration information entered' check box and click [OK].
  70. Create a report using the 'SYSTEM.cw_vital_signs' table and include the following fields: 'PATID', 'data_entry_date', 'data_entry_time', 'measured_unit', 'reading', 'reading_entry', 'reading_value', and 'vital_sign'.
  71. Filter the report by selecting "Client A's PATID" in the 'PATID' field
  72. Filter the report a second time by selecting the current date in the 'data_entry_date' field.
  73. Validate that 8 rows of data are displayed.
  74. Validate that row 1 contains "mg/dL" in the 'measured_unit' field, "BG" in the 'reading' field, "120" in the 'reading_entry' field, "120 mg/dL" in the 'reading_value' field and "Blood Glucose" in the 'vital_sign' field.
  75. Validate that row 2 contains "lbs" in the 'measured_unit' field, "WtLb" in the 'reading' field, "100" in the 'reading_entry' field, "100 lbs" in the 'reading_value' field and "Weight (lbs)" in the 'vital_sign' field.
  76. Validate that row 3 contains "kgs" in the 'measured_unit' field, "WtKg" in the 'reading' field, "45.5" in the 'reading_entry' field, "45.5 kgs" in the 'reading_value' field and "Weight (kgs)" in the 'vital_sign' field.
  77. Validate that row 4 contains "mg" in the 'measured_unit' field, "SSVI6" in the 'reading' field, "75" in the 'reading_entry' field, "75 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field.
  78. Validate that row 5 contains "mg/dL" in the 'measured_unit' field, "BG" in the 'reading' field, "100" in the 'reading_entry' field, "100 mg/dL" in the 'reading_value' field and "Blood Glucose" in the 'vital_sign' field.
  79. Validate that row 6 contains "lbs" in the 'measured_unit' field, "WtLb" in the 'reading' field, "99" in the 'reading_entry' field, "99 lbs" in the 'reading_value' field and "Weight (lbs)" in the 'vital_sign' field.
  80. Validate that row 7 contains "kgs" in the 'measured_unit' field, "WtKg" in the 'reading' field, "45.0" in the 'reading_entry' field, "45.0kgs" in the 'reading_value' field and "Weight (kgs)" in the 'vital_sign' field.
  81. Validate that row 8 contains "mg" in the 'measured_unit' field, "SSVI6" in the 'reading' field, "65" in the 'reading_entry' field, "65 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field.
  82. Validate "Client A" is selected and access the 'eMAR' widget.
  83. Right click the administered cell under the current date for the "COUMADIN" order and select "Edit Administration Event".
  84. Verify the 'Administration Event' dialog is displayed.
  85. Click the 'Additional Data (Administration)' tab.
  86. Validate the 'Blood Glucose (mg/dL)' field contains "120" and change the value to "125".
  87. Validate the 'Weight (lbs/kgs)' field contains "100" and change the value to "105".
  88. Validate that "lbs" is selected.
  89. Validate the 'eMAR Results Entry' field contains "75" and change the value to "80".
  90. Click the 'Additional Data (Results)' tab.
  91. Validate the 'Blood Glucose (mg/dL)' field contains "100" and change the value to "105".
  92. Validate the 'Weight (lbs/kgs)' field contains "99" and change the value to "125".
  93. Validate that "lbs" is selected.
  94. Validate the 'eMAR Results Entry' field contains "65" and change the value to "85".
  95. Check the 'Accept administration information entered' check box and click [OK].
  96. Refresh the report created using the 'SYSTEM.cw_vital_signs' table.
  97. Validate that 8 rows of data are displayed.
  98. Validate that row 1 contains "mg/dL" in the 'measured_unit' field, "BG" in the 'reading' field, "125" in the 'reading_entry' field, "125 mg/dL" in the 'reading_value' field and "Blood Glucose" in the 'vital_sign' field.
  99. Validate that row 2 contains "lbs" in the 'measured_unit' field, "WtLb" in the 'reading' field, "105" in the 'reading_entry' field, "105 lbs" in the 'reading_value' field and "Weight (lbs)" in the 'vital_sign' field.
  100. Validate that row 3 contains "kgs" in the 'measured_unit' field, "WtKg" in the 'reading' field, "47.7" in the 'reading_entry' field, "47.7 kgs" in the 'reading_value' field and "Weight (kgs)" in the 'vital_sign' field.
  101. Validate that row 4 contains "mg" in the 'measured_unit' field, "SSVI6" in the 'reading' field, "80" in the 'reading_entry' field, "80 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field.
  102. Validate that row 5 contains "mg/dL" in the 'measured_unit' field, "BG" in the 'reading' field, "105" in the 'reading_entry' field, "105 mg/dL" in the 'reading_value' field and "Blood Glucose" in the 'vital_sign' field.
  103. Validate that row 6 contains "lbs" in the 'measured_unit' field, "WtLb" in the 'reading' field, "125" in the 'reading_entry' field, "125 lbs" in the 'reading_value' field and "Weight (lbs)" in the 'vital_sign' field.
  104. Validate that row 7 contains "kgs" in the 'measured_unit' field, "WtKg" in the 'reading' field, "56.8" in the 'reading_entry' field, "56.8 kgs" in the 'reading_value' field and "Weight (kgs)" in the 'vital_sign' field.
  105. Validate that row 8 contains "mg" in the 'measured_unit' field, "SSVI6" in the 'reading' field, "85" in the 'reading_entry' field, "85 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field.
  106. Validate that "Client A" is selected and access the 'eMAR' widget.
  107. Right click the administered cell under the current date for the "COUMADIN" order and select "Void Administration Event".
  108. Validate the 'Administration Event' dialog is displayed.
  109. Select "Void Administration Event and Results" and click [Submit Void].
  110. Validate a message is displayed stating: "Are you sure you want to void this Event and Result?" and click [Yes].
  111. Refresh the report created using the 'SYSTEM.cw_vital_signs' table.
  112. Validate that all rows for this administration and result have been removed.
POC Results Entry - collection times, 'Result Report Change Date', and 'Result Report Change Time'.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • POC Results Entry
  • Orders This Episode
  • eMAR widget
  • POC Results Entry Configuration
Scenario 1: POC Results Entry - Add a Result / Correct a Result / Void a Result
Specific Setup:
  • Avatar CWS 2022 Update 8 and RADplus Client Update 3201-003 are required in order to utilize full functionality.
  • An 'Observation Definition' must exist where the following applies: 'Select Observation' = "Gas flow.O2 O2 delivery sys (8839-3)" - 'Observation ID Code' = "Aortic root Oxygen saturation (8839-3)" - 'Field Name' = "Gas flow.O2 O2 delivery sys" - 'Observation Value Unit' = "mg" - 'Observation Value Field Type' = "Integer" - 'Sex/Age Range' = "0+" with a Normal Reference Range of "95-100" - an abnormal Reference Range of "85-94" with an 'Abnormal Code' = "Below low normal (L)" - an abnormal Reference Range of "80-84" with an 'Abnormal Code' = "Below lower panic limits" - select any value in the 'Save as a Vital Sign' field. (Observation Definition A).
  • A 'Test Definition' must exist where the following applies: 'Test Name' = "Oxygen Saturation ages 0+" - 'LOINC Code' = "Aortic root Oxygen saturation (8839-3)" - 'Order Codes' = "Complete Blood Count" and "Red Blood Cell Count" - 'Observation' = "Gas flow. O2 O2 delivery sys (8893-3)" - 'Require Observation' = "Yes" - 'Require Specimen Type' = "No" - 'Default Specimen Type' = "Blood, Whole" - 'Require Specimen Site' = "No" - 'Default Specimen Site' = no value - 'Associated Form' = "non-episodic CWS user defined form". (Test Definition A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Complete Blood Count (CBC)" in the 'New Order' field.
  3. Select "DAILY" in the 'Frequency' field.
  4. Set the 'Duration' field to "48" and click [Hours].
  5. Click the [Add to Scratchpad] and Click [Sign].
  6. Access the 'eMAR' widget.
  7. Click the 'Lab Orders' tab.
  8. Validate an order for "Complete Blood Count (CBC) (DAILY)" is displayed with "Specimen Collect" and no hours of administration under the current date.
  9. Complete 'Order Acknowledgement' and 'Client Education' for the "CBC" order.
  10. Select the "Specimen Collect" cell under the current date for the "Complete Blood Count (CBC) (DAILY)" order and click [Administer]
  11. Validate the 'Specimen Collection' dialog is displayed.
  12. Check the 'Accept specimen collection entered' check box and click [OK].
  13. Validate the first cell under the current date for the "Complete Blood Count (CBC) (DAILY)" orders contains the specimen collection time.
  14. Validate that "Client A" is selected and access the 'POC Results Entry' form.
  15. Validate that the 'Include Inactive Orders' is defaulted to "No".
  16. Select the "Complete Blood Count (CBC)" order in the 'Order' field.
  17. Validate the 'Order details' area is disabled and contains: 'Order #', 'Order Status', 'Order Type', 'Order Code', 'Frequency', 'Order Date', 'Start Date', 'Current Stop Date' and 'Discontinue Date' (if applicable).
  18. Validate that the 'Add/Correct/Void' field is disabled, required and defaulted to "Add".
  19. Validate the 'Specimen Collection Date' field contains the collection date.
  20. Validate the 'Specimen Collection Time' field contains the collection time.
  21. Validate the 'Result Date' field contains the current date.
  22. Validate the 'Result Time' field contains the current time.
  23. Validate that the 'cws user modeled form' section is displayed.
  24. Fill out the fields.
  25. Validate the 'Results' section is displayed.
  26. Set the 'Field Name' field to "117" and validate that "mg" is displayed next to it.
  27. Click [File].
  28. Create a report using the 'SYSTEM.cw_vital_signs' table and include the following fields: 'PATID', 'data_entry_date', 'data_entry_time', 'measured_unit', 'reading', 'reading_entry', 'reading_value', and 'vital_sign'.
  29. Filter the report by select "Client A's PATID" in the 'PATID' field
  30. Filter the report a second time by selecting the current date in the 'data_entry_date' field.
  31. Validate that the one row of data is displayed.
  32. Validate that the row contains "mg" in the 'measured_unit' field, "SSVSI6" in the 'reading' field, "117" in the 'reading_entry' field, "117 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field.
  33. Select "Client A" and access the 'POC Results Entry' form.
  34. Validate that the 'Include Inactive Orders' is defaulted to "No".
  35. Select the "Complete Blood Count" order in the 'Order' field.
  36. Select "Yes" in the 'Include Resulted Collections' field.
  37. Validate the 'Collection' field contains the "Collection Date Collection Time and the staff who collected the specimen".
  38. Validate that "Correct" is selected by default in the 'Add/Edit/Void' field.
  39. Validate that the 'Field Name' field contains "117".
  40. Set the 'Field Name' field to "125" and click [File].
  41. Refresh the report created using the 'SYSTEM.cw_vital_signs' table.
  42. Validate that the one row of data is displayed.
  43. Validate that the row contains "mg" in the 'measured_unit' field, "SSVSI6" in the 'reading' field, "125" in the 'reading_entry' field, "125 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field.
  44. Select "Client A" and access the 'POC Results Entry' form.
  45. Validate that the 'Include Inactive Orders' field is defaulted to "No".
  46. Select the "Complete Blood Count" order in the 'Order' field.
  47. Select "Yes" in the 'Include Resulted Collections' field.
  48. Validate the 'Collection' field contains the "Collection Date Collection Time and the staff who collected the specimen".
  49. Validate that "Correct" is selected by default in the 'Add/Edit/Void' field.
  50. Select "Void" in the 'Add/Correct/Void' field.
  51. Enter any value in the 'Void Comments' field.
  52. Click [File].
  53. Refresh the report created using the 'SYSTEM.cw_vital_signs' table.
  54. Validate that the row for this result has been removed.
  55. Create a report using the 'SYSTEM.results_header' table including the following fields: 'PATID', 'data_entry_date', 'result_status_code', 'result_status_value', 'universal_svc_id_code_alt', 'universal_svc_id_val_alt', 'result_rpt_change_date', 'result_rpt_change_time', 'voided_date', 'voided_by', 'voided_by_user_name', 'void_note', and 'display_type_value'.
  56. Filter the report using the 'PATID' field and selecting "Client A's" PATID.
  57. Filter the report a second time by selecting the current date in the 'data_entry_date' field.
  58. Validate that one row of data exists for this client.
  59. Validate that the 'result_status_code' field for this row contains a "C".
  60. Validate that the 'result_status_value' field is populated with: Correction to results.
  61. Validate that the 'universal_svc_id_code_alt' field contains "CBC".
  62. Validate that the 'universal_svc_id_val_alt' field contains "Complete Blood Count".
  63. Validate that the 'voided_date' field contains the current date.
  64. Validate the 'voided_by' field contains the username associated with the staff member who voided the result.
  65. Validate that the 'voided_by_user_name' field contains the username associated with the staff member who voided the result.
  66. Validate that the 'void_note' field contains the value that was entered in the 'Void Comments' field.
  67. Validate that the 'result_rpt_change_date' field contains the value that was entered in the 'Result Date' field.
  68. Validate that the 'result_rpt_change_time' field contains the value that was entered in the 'Result Time' field.
  69. Validate that the 'display_type_value' field contains "Voided".
Scenario 2: eMAR - Administering an order and entering a Result for an order with vitals, editing the vitals and voiding the vitals
Specific Setup:
  • Avatar CWS 2022 Update 8, Avatar OE 2021 Update 50, Avatar eMAR 2021 Update 20 and RADplus Client Update 3201-003 are required in order to utilize full functionality.
  • The 'Avatar eMAR->General->Settings->->->Use separate 'Infusion Details' tab for IVs on eMAR Administration Event dialog' registry setting must be set to "Y".
  • The 'Avatar eMAR->General->Settings->->->'Require client wristband scan in Avatar eMAR' registry setting must be set to "Y".
  • The 'POC Results Entry Configuration' form must have an observation defined that has a value selected in the 'Save as Vital Sign' field, a test defined that is associated with an order code and has an additional data element defined on the 'eMAR Results Entry' section of the 'POC Results Entry Configuration' form.
  • Please log out of the application and log back in after completing the above configuration.
  • Must have the "NDC's" for "CEFTRIAXONE 1 GM/5 ML INTRAVENOUS SOLUTION" and "COUMADIN (WARFARIN SODIUM) 10 MG ORAL TABLET".
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Order Code Setup' form.
  2. Select "Edit Existing Order Code' in the 'Add/Edit Order Code' field.
  3. Search for and select "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL" in the 'Existing Order Code' field.
  4. Select the following values in the 'Additional Data Elements to Include In Avatar eMAR (Administration)' field.
  5. Blood Glucose
  6. eMAR Results Entry value
  7. Weight
  8. Click [Submit] and close the form.
  9. Select "Client A" and access the Order Entry Console.
  10. Search for and select "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL" in the 'New Order' field.
  11. Set the 'Dose' field to "1".
  12. Validate the 'Dose Unit' field contains "Tablet".
  13. Select "As Needed" from the 'Freq' field.
  14. Set the 'Duration' field to "1" and click [Days].
  15. Validate the 'Days Supply' field contains "1".
  16. Validate the 'Dispense Qty' field contains "1".
  17. Select "Tablet" from the 'Dispense Qty Unit' field.
  18. Validate the 'Directions' field contains "Take one (1) tablet by mouth as needed".
  19. Click [Add to Scratchpad].
  20. Search for and select "CEFTRIAXONE 1 GM/50 ML SOLUTION INTRAVENOUS" in the 'New Order' field.
  21. Set the 'Dose' field to "1".
  22. Select "Gram" in the 'Dose Unit' field.
  23. Select "AS NEEDED" from the 'Freq' field.
  24. Validate the 'Route' field contains "INTRAVENOUS".
  25. Select "IV Push" from the 'Admin Method' field.
  26. Set the 'Duration' field to "8" and click [Days].
  27. Validate the 'Days Supply' field contains "8".
  28. Set the 'Dispense Qty' field to "8".
  29. Select "Gram" in the 'Dispense Qty Unit' field.
  30. Validate the 'Directions' field contains "Inject one (1) gram intravenously as needed".
  31. Click [Add to Scratchpad] and click [Final Review].
  32. Validate the 'Interactions' dialog is displayed.
  33. Override all interactions and click [Save Override and Exit].
  34. Validate the 'Final Review' dialog is displayed.
  35. Select "None" in the 'Output' column for both orders and click [Sign]
  36. Validate the 'Order grid' contains the orders for "COUMADIN (WARFARIN SODIUM)" and "CEFTRIAXONE 1 GM/50 ML INTRAVENOUS SOLUTION".
  37. Access the 'eMAR' widget.
  38. Click the 'Click here to provide override reason' field.
  39. Validate the 'Wristband Scan Override' dialog exists.
  40. Select "Other Reason" from the 'Please provide a reason' field.
  41. Set the 'Other Reason' field to any value.
  42. Click [OK].
  43. Validate an order for "CEFTRIAXONE 1 GM/5 ML INTRAVENOUS SOLUTION" is displayed with no hours of administration under the current date.
  44. Validate an order for "COUMADIN (WARFARIN SODIUM) 10 MG ORAL TABLET" is displayed with no hours of administration under the current date.
  45. Complete the 'Order Acknowledgement' and 'Client Education' for both orders.
  46. Select a cell under the current date for the "CEFTRIAXONE" order and for the "COUMADIN" order and click [Administer]
  47. Validate the 'Administration Event' dialog is displayed.
  48. Set the 'Med ID' field to the NDC for "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL".
  49. Select a successful administration event in the 'Administration Event' field.
  50. Click [Warning - View].
  51. Override all warnings and click [OK]
  52. Click the 'Infusion Details' tab.
  53. Set the 'Med ID' field to the NDC for "CEFTRIAXONE 1 GM/5 ML INTRAVENOUS SOLUTION".
  54. Select a successful administration event in the 'Administration Event' field.
  55. Click [Warning - View].
  56. Override all warnings and click [OK]
  57. Click the 'Additional Data (Administration)' tab.
  58. Set the 'Blood Glucose (mg/dL)' field to "120".
  59. Set the 'Weight (lbs/kgs)' field to "100" and select "lbs".
  60. Set the 'eMAR Results Entry' field to "75".
  61. Check the 'Accept administration information entered' check box and click [OK].
  62. Validate the first cells under the current date for the "CEFTRIAXONE" and "COUMADIN" orders contain the amount administered and the time administered.
  63. Double click the administered cell under the current date for the "COUMADIN" order.
  64. Set the 'Result' field to "Test".
  65. Click the 'Additional Data (Results)' tab.
  66. Set the 'Blood Glucose (mg/dL)' field to "100".
  67. Set the 'Weight (lbs/kgs)' field to "99" and select "lbs".
  68. Set the 'eMAR Results Entry' field to "65".
  69. Check the 'Accept administration information entered' check box and click [OK].
  70. Create a report using the 'SYSTEM.cw_vital_signs' table and include the following fields: 'PATID', 'data_entry_date', 'data_entry_time', 'measured_unit', 'reading', 'reading_entry', 'reading_value', and 'vital_sign'.
  71. Filter the report by selecting "Client A's PATID" in the 'PATID' field
  72. Filter the report a second time by selecting the current date in the 'data_entry_date' field.
  73. Validate that 8 rows of data are displayed.
  74. Validate that row 1 contains "mg/dL" in the 'measured_unit' field, "BG" in the 'reading' field, "120" in the 'reading_entry' field, "120 mg/dL" in the 'reading_value' field and "Blood Glucose" in the 'vital_sign' field.
  75. Validate that row 2 contains "lbs" in the 'measured_unit' field, "WtLb" in the 'reading' field, "100" in the 'reading_entry' field, "100 lbs" in the 'reading_value' field and "Weight (lbs)" in the 'vital_sign' field.
  76. Validate that row 3 contains "kgs" in the 'measured_unit' field, "WtKg" in the 'reading' field, "45.5" in the 'reading_entry' field, "45.5 kgs" in the 'reading_value' field and "Weight (kgs)" in the 'vital_sign' field.
  77. Validate that row 4 contains "mg" in the 'measured_unit' field, "SSVI6" in the 'reading' field, "75" in the 'reading_entry' field, "75 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field.
  78. Validate that row 5 contains "mg/dL" in the 'measured_unit' field, "BG" in the 'reading' field, "100" in the 'reading_entry' field, "100 mg/dL" in the 'reading_value' field and "Blood Glucose" in the 'vital_sign' field.
  79. Validate that row 6 contains "lbs" in the 'measured_unit' field, "WtLb" in the 'reading' field, "99" in the 'reading_entry' field, "99 lbs" in the 'reading_value' field and "Weight (lbs)" in the 'vital_sign' field.
  80. Validate that row 7 contains "kgs" in the 'measured_unit' field, "WtKg" in the 'reading' field, "45.0" in the 'reading_entry' field, "45.0kgs" in the 'reading_value' field and "Weight (kgs)" in the 'vital_sign' field.
  81. Validate that row 8 contains "mg" in the 'measured_unit' field, "SSVI6" in the 'reading' field, "65" in the 'reading_entry' field, "65 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field.
  82. Validate "Client A" is selected and access the 'eMAR' widget.
  83. Right click the administered cell under the current date for the "COUMADIN" order and select "Edit Administration Event".
  84. Verify the 'Administration Event' dialog is displayed.
  85. Click the 'Additional Data (Administration)' tab.
  86. Validate the 'Blood Glucose (mg/dL)' field contains "120" and change the value to "125".
  87. Validate the 'Weight (lbs/kgs)' field contains "100" and change the value to "105".
  88. Validate that "lbs" is selected.
  89. Validate the 'eMAR Results Entry' field contains "75" and change the value to "80".
  90. Click the 'Additional Data (Results)' tab.
  91. Validate the 'Blood Glucose (mg/dL)' field contains "100" and change the value to "105".
  92. Validate the 'Weight (lbs/kgs)' field contains "99" and change the value to "125".
  93. Validate that "lbs" is selected.
  94. Validate the 'eMAR Results Entry' field contains "65" and change the value to "85".
  95. Check the 'Accept administration information entered' check box and click [OK].
  96. Refresh the report created using the 'SYSTEM.cw_vital_signs' table.
  97. Validate that 8 rows of data are displayed.
  98. Validate that row 1 contains "mg/dL" in the 'measured_unit' field, "BG" in the 'reading' field, "125" in the 'reading_entry' field, "125 mg/dL" in the 'reading_value' field and "Blood Glucose" in the 'vital_sign' field.
  99. Validate that row 2 contains "lbs" in the 'measured_unit' field, "WtLb" in the 'reading' field, "105" in the 'reading_entry' field, "105 lbs" in the 'reading_value' field and "Weight (lbs)" in the 'vital_sign' field.
  100. Validate that row 3 contains "kgs" in the 'measured_unit' field, "WtKg" in the 'reading' field, "47.7" in the 'reading_entry' field, "47.7 kgs" in the 'reading_value' field and "Weight (kgs)" in the 'vital_sign' field.
  101. Validate that row 4 contains "mg" in the 'measured_unit' field, "SSVI6" in the 'reading' field, "80" in the 'reading_entry' field, "80 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field.
  102. Validate that row 5 contains "mg/dL" in the 'measured_unit' field, "BG" in the 'reading' field, "105" in the 'reading_entry' field, "105 mg/dL" in the 'reading_value' field and "Blood Glucose" in the 'vital_sign' field.
  103. Validate that row 6 contains "lbs" in the 'measured_unit' field, "WtLb" in the 'reading' field, "125" in the 'reading_entry' field, "125 lbs" in the 'reading_value' field and "Weight (lbs)" in the 'vital_sign' field.
  104. Validate that row 7 contains "kgs" in the 'measured_unit' field, "WtKg" in the 'reading' field, "56.8" in the 'reading_entry' field, "56.8 kgs" in the 'reading_value' field and "Weight (kgs)" in the 'vital_sign' field.
  105. Validate that row 8 contains "mg" in the 'measured_unit' field, "SSVI6" in the 'reading' field, "85" in the 'reading_entry' field, "85 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field.
  106. Validate that "Client A" is selected and access the 'eMAR' widget.
  107. Right click the administered cell under the current date for the "COUMADIN" order and select "Void Administration Event".
  108. Validate the 'Administration Event' dialog is displayed.
  109. Select "Void Administration Event and Results" and click [Submit Void].
  110. Validate a message is displayed stating: "Are you sure you want to void this Event and Result?" and click [Yes].
  111. Refresh the report created using the 'SYSTEM.cw_vital_signs' table.
  112. Validate that all rows for this administration and result have been removed.
Topics
• Order Entry Console • Avatar eMAR
2021 Update 76 Summary | Details
Progress Notes Widget - Sort
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document Routing Setup (PM)
  • Dynamic Form - Document Routing Setup - Select Form
  • Dynamic Form - Admission - Client
  • Admission
  • Ambulatory Progress Notes
  • View Definition
  • Dynamic Form - View Definition - Select Views
  • HomeView.Progress Notes Widget
Scenario 1: Progress Notes Widget - Sort Order by Filing Time in descending order
Specific Setup:
  • Enable document routing for the progress note form to be used for testing by using the "Document Routing Setup" form.
  • Admit a test client or select an existing test client.
  • Add the "Progress Notes Widget" to the user's home view using "View Definition" form.
Steps
  1. Open the Progress Notes form selected for testing
  2. Generate a progress note for a new service, be sure not to populate the "Start Time" and "End Times".
  3. Set the "Note Field" text to "Note 1".
  4. Set the "Draft/Final" to "Draft".
  5. Submit the form.
  6. Open the Progress Notes form selected for testing
  7. Generate a progress note for a new service, be sure not to populate the "Start Time" and "End Times".
  8. Set the "Note Field" text to "Note 2".
  9. Set the "Draft/Final" to "Draft".
  10. Submit the form.
  11. Open the Progress Notes form selected for testing.
  12. Generate a progress note for a new service, be sure not to populate the "Start Time" and "End Time".
  13. Set the "Note Field" text to "Note 3".
  14. Set the "Date of Service" to the same date as "Note 2".
  15. Set the "Draft/Final" to "Draft".
  16. Submit the form.
  17. Open the Progress Notes form selected for testing.
  18. Edit the 3rd note entered.
  19. Navigate to the "Progress Notes Widget".
  20. Validate the progress notes entered for this test appear in the following sorted order: "Note 1", "Note 3", "Note 2".
  21. "Note 3" will appear prior to "Note 2" since it was filed more recently than "Note 2" and due to the absence of start/end times, the program uses the filing time of the note.
Scenario 2: Progress Notes Widget - Sort Order by Start Time/End Time
Specific Setup:
  • Enable document routing for the progress note form to be used for testing by using the "Document Routing Setup" form.
  • Admit a test client or select an existing test client.
  • Add the "Progress Notes Widget" to the user's home view using "View Definition" form.
Steps
  1. Open the Progress Notes form selected for testing
  2. Generate a progress note for a new service, be sure to populate the "Start Time" and "End Times".
  3. Set the "Note Field" text to "Note 1".
  4. Set the "Date of Service" to a specific date.
  5. Set the "Draft/Final" to "Draft".
  6. Submit the form.
  7. Open the Progress Notes form selected for testing
  8. Generate a progress note for a new service, be sure to populate the "Start Time" and "End Times" with a different time slot than "Note 1".
  9. Set the "Note Field" text to "Note 2".
  10. Set the "Date of Service" to a date that is prior to the date for "Note 1".
  11. Set the "Draft/Final" to "Draft".
  12. Submit the form.
  13. Open the Progress Notes form selected for testing.
  14. Generate a progress note for a new service, be sure populate the "Start Time" and "End Time" later than "Note 2".
  15. Set the "Note Field" text to "Note 3".
  16. Set the "Date of Service" to the same date as "Note 2".
  17. Set the "Draft/Final" to "Draft".
  18. Submit the form.
  19. Navigate to the "Progress Notes Widget".
  20. Validate the progress notes entered for this test appear in the following sorted order: "Note 1"," Note 3", "Note 2".
  21. "Note 3" will appear prior to "Note 2" since it's start/end time was more recent than "Note 2".
Topics
• Progress Notes • Widgets • NX
2021 Update 77 Summary | Details
Allergies and Hypersensitivities - NKDA
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Form - Admission - Client
  • Admission
  • Allergies and Hypersensitivities
Scenario 1: Allergies and Hypersensitivities - NKDA co existing with Food Allergies
Specific Setup:
  • Select an existing test client or admit a new client for this test.
Steps
  1. Open the "Allergies and Hypersensitivities" form.
  2. Select the test client.
  3. Client the "Update" button.
  4. Click "Add New Row".
  5. Add a row with the "Allergen" of "NKDA".
  6. Set the "Date Recognized" to current date.
  7. Set the "Status" to "Confirmed".
  8. Click "Add New Row".
  9. Add a row with a food allergy in the "Allergen" field such as "Shellfish".
  10. Click "Save".
  11. Validate the "Known Food Allergies" checkbox is checked.
  12. Click "Submit".
Scenario 2: Allergies and Hypersensitivities - NKDA co existing with Drug Allergies
Specific Setup:
  • Admit a new client or select an existing client for this test.
Steps
  1. Open the "Allergies and Hypersensitivities" form.
  2. Select the test client.
  3. Client the "Update" button.
  4. Click "Add New Row".
  5. Add a row with the "Allergen" of "NKDA".
  6. Set the "Date Recognized" to current date.
  7. Set the "Status" to "Confirmed".
  8. Click "Add New Row".
  9. Add a row with a drug "Allergen" such as "Codeine"
  10. Validate the error message "No Known Drug Allergies cannot be entered while a drug allergy is active" is displayed.
  11. Click "OK".
  12. Click "Close/Cancel".
  13. Close the form.
Topics
• Allergies and Hypersensitivities • NX
2021 Update 81 Summary | Details
'Assessing Date' - 'Nursing Assessment' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Vocational Assessment
  • Nursing Assessment
  • Psycho-Social Assessment of Children
Scenario 1: Vocational Assessment - Add/Edit Assessment
Specific Setup:
  • Client must be admitted to two active episodes (Client A).
Steps
  1. Select "Client A" and access the 'Vocational Assessment' form.
  2. Enter the current date in the 'Assessing Date' field.
  3. Enter the desired practitioner in the 'Assessing Clinician' field.
  4. Populate all required and desired fields.
  5. Click [Submit].
  6. Access Crystal Reports or other SQL Reporting Tool.
  7. Create a report using the 'SYSTEM.cw_vocational_assessment' SQL table.
  8. Validate a row is displayed for the assessment filed in the previous steps.
  9. Validate 'PATID' field contains the ID of "Client A".
  10. Validate the 'VOA_uniqueid' field contains a unique identifier.
  11. Validate the 'assessing_date' field contains today's date.
  12. Select "Client A" and access the 'Vocational Assessment' form.
  13. Select "Episode 1".
  14. Enter desired dates in the 'Additional Dates' field.
  15. Click [Submit].
  16. Access Crystal Reports or other SQL reporting Tool.
  17. Refresh the report using the 'SYSTEM.cw_vocational_assessment' SQL table.
  18. Validate the 'additonal_dates' field contains the dates entered in the previous steps.
  19. Select "Client A" and access the 'Vocational Assessment' form.
  20. Select "Episode 2".
  21. Validate a message is displayed stating: "Client has information from a previous episode, default?"
  22. Click [OK].
  23. Validate the 'Assessing Date' field is enabled.
  24. Enter yesterday's in the 'Assessing Date' field.
  25. Click [Submit].
  26. Access Crystal Reports or other SQL Reporting Tool.
  27. Refresh the report using the 'SYSTEM.cw_vocational_assessment' SQL table.
  28. Validate a second row is displayed and has a unique id.
  29. Validate the 'PATID' field contains the ID of "Client A".
  30. Validate the 'VOA_uniqueid' field contains a unique identifier.
  31. Validate the 'assessment_date' field contains yesterday's date.
  32. Close the report.
Scenario 2: Nursing Assessment - Add/Edit Assessment
Specific Setup:
  • Client must be admitted to two active episodes (Client A).
Steps
  1. Select "Client A" and access the 'Nursing Assessment' form.
  2. Select "Episode 1".
  3. Enter the current date in the 'Assessing Date' field.
  4. Click [Current Time].
  5. Enter the desired practitioner in the 'Assessing Clinician' field.
  6. Populate all required and desired fields.
  7. Click [Submit].
  8. Access Crystal Reports or other SQL Reporting Tool.
  9. Create a report using the 'SYSTEM.cw_physical_health_assessment' SQL table.
  10. Validate a row is displayed for the assessment filed in the previous steps.
  11. Validate the 'PATID' field contains the ID of "Client A".
  12. Validate the 'NSA_uniqueid' field contains a unique identifier.
  13. Validate the 'assessment_date' field contains today's date.
  14. Validate the 'assessment_time' field contains the current time.
  15. Select "Client A" and access the 'Nursing Assessment' form.
  16. Select "Episode 1".
  17. Click [Current Time].
  18. Click [Submit].
  19. Access Crystal Reports or other SQL Reporting Tool.
  20. Refresh the report using the 'SYSTEM.cw_physical_health_assessment' SQL table.
  21. Validate the 'assessment_time' field contains the current time.
  22. Select "Client A" and access the 'Nursing Assessment' form.
  23. Select "Episode 2".
  24. Validate a message is displayed stating: "Client has information from a previous episode, default?"
  25. Click [OK].
  26. Validate the 'Assessing Date' field is enabled.
  27. Enter yesterday's date in the 'Assessing Date' field.
  28. Click [Submit].
  29. Access Crystal Reports or other SQL Reporting Tool.
  30. Refresh the report using the 'SYSTEM.cw_physical_health_assessment' SQL table.
  31. Validate a second row is displayed and has a new unique id.
  32. Validate the 'PATID' field contains the ID of "Client A".
  33. Validate the 'NSA_uniqueid' field contains a unique identifier.
  34. Validate the 'assessment_date' field contains yesterday's date.
  35. Close the report.
Scenario 3: Psycho-Social Assessment of Children - Add/Edit Assessment
Specific Setup:
  • Client must be admitted to two active episodes (Client A).
Steps
  1. Select "Client A" and access the 'Psycho-Social Assessment of Children’ form.
  2. Select "Episode 1".
  3. Enter "Billy" in the 'Nickname' field.
  4. Populate all required and desired fields.
  5. Click [Submit].
  6. Access Crystal Reports or other SQL Reporting Tool.
  7. Create a report using the ‘SYSTEM.cw_psych_soc_assess_children’ SQL table.
  8. Validate a row is displayed for the assessment entered in the previous steps.
  9. Validate the ‘CPA_uniqueid’ field contains a unique identifier.
  10. Validate the ‘PATID’ field contains the ID for “Client A”.
  11. Validate the ‘nickname’ field contains "Billy".
  12. Select "Client A" and access the 'Psycho-Social Assessment of Children’ form.
  13. Select "Episode 1".
  14. Enter "Bill" in the 'Nickname' field.
  15. Click [Submit].
  16. Access Crystal Reports or other SQL Reporting Tool.
  17. Refresh the report using the 'SYSTEM.cw_psych_soc_assess_children' SQL table.
  18. Validate the 'Nickname' field contains "Bill".
  19. Validate the ‘CPA_uniqueid’ field contains a unique identifier.
  20. Validate the ‘PATID’ field contains the ID for “Client A”.
  21. Select "Client A" and access the ‘Psycho-Social Assessment of Children’ form.
  22. Select "Episode 2".
  23. Validate a message is displayed stating: "Client has information from a previous episode, default?"
  24. Click [OK].
  25. Enter "Gina and Tom" in the 'Biological Parents' field.
  26. Edit desired fields.
  27. Click [Submit].
  28. Access Crystal Reports or other SQL Reporting Tool.
  29. Refresh the report using the 'SYSTEM.cw_psych_soc_assess_children' SQL table.
  30. Validate a second row is displayed and has a new unique id.
  31. Validate the 'PATID' field contains the ID for "Client A".
  32. Validate the 'biological_parents' field contains "Gina and Tom".
  33. Close the report.
Topics
• Vocational Assessment • Nursing Assessment • Psycho-Social Assessment of Children
2021 Update 82 Summary | Details
Vital Signs -Web Services
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CWS Vital Signs
  • CWS Vital Signs Report
Scenario 1: Validate web service “ClientVitals” triggers “VitalSignSetCreated” SDK event if Avatar CareFabric module is installed.
Specific Setup:
  • Avatar CareFabric installed.
  • Access to SOAPUI or other web service tool.
Steps
  1. Using SOAPUI or other web service tool, consume ClientVitals WSDL: "C:\WebServicesProjects\WEBSVC-ClientVitals-soapui-project.xml"
  2. Enter the "SystemCode"
  3. Enter the "UserName"
  4. Enter the "Password"
  5. Enter the "clientID"
  6. Enter the "date"
  7. Enter the "time"
  8. Enter the 1st "readingCode", example: HtFtIn (obtain the codes by running the "GetVitalSignCodes" request)
  9. Enter the "readingValue", example: 6 2 to represent 6 feet 2 inches.
  10. Enter the 2nd "readingCode", example: WtLb (obtain the codes by running the "GetVitalSignCodes" request)
  11. Enter the 2nd "readingValue", example:140 to represent 140 lbs.
  12. Click [Play].
  13. Verify the message displays "ClientVitals web service has been filed successfully".

In myAvatar:

  1. Open "CWS Vital Signs" form.
  2. Select the client in the "Client Lookup" field. This must be the client whose vitals record was created in SOAPUI.
  3. Enter the date the vitals were entered in the "Start Date" field.
  4. Enter the time the vitals were entered in the "State Time" field.
  5. Enter the date the vitals were entered in the "End Date" field.
  6. Enter a time later than the time the vitals were entered in the "End Time" field.
  7. Select "All" in the "Vital Sign(s) for Report" field.
  8. Click "View Report".
  9. Verify the vital signs sent from SOAPUI are displayed and the BMI is calculated in the "BMI" column.
Topics
• Vital Signs • Web Services
2021 Update 84 Summary | Details
'Treatment Plan' forms - Assessment Mapping
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
  • Assessment Mapping
  • Treatment Plan Number 1
Scenario 1: Treatment Plan - add a problem, goal, objective, and intervention
Specific Setup:
  • The 'Avatar CWS->Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y".
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select “Client A” and access the ‘Treatment Plan’ form.
  2. Set the ‘Plan Date’ field to the current date.
  3. Set the ‘Plan Name’ to any value.
  4. Select any value in the ‘Plan Type’ field.
  5. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
  6. Click [Add New Problem].
  7. Set the ‘Problem Code’ field to any value.
  8. Select “Active” in the ‘Status (Problem List)’ field.
  9. Set the ‘Problem’ field to any value.
  10. Select any value in the ‘Status’ field.
  11. Click [Add New Goal].
  12. Set the ‘Goal’ field to any value.
  13. Select any value in the ‘Status’ field.
  14. Click [Add New Objective].
  15. Set the ‘Objective’ field to any value.
  16. Select any value in the ‘Status’ field.
  17. Click [Add New Intervention].
  18. Set the ‘Intervention’ field to any value.
  19. Select any value in the ‘Status’ field.
  20. Click [Back to Plan Page].
  21. Close the form.
  22. Select “Client A” and access the ‘Treatment Plan’ form.
  23. Validate the ‘Load From Backup’ dialog displays with a message stating: “You have an unsubmitted backup of a plan from [the current date] and [the current time]. Would you like to load it instead of creating a new one?" and click [Yes].
  24. Click [Launch Plan].
  25. Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added.
  26. Click [Exit to Home View].
Scenario 2: Treatment Plan - validate 'Assessment Mapping'
Specific Setup:
  • Must have a user defined assessment for testing with a 'Strengths' field (Assessment A).
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Access the 'Assessment Mapping' form.
  2. Select "Treatment Plan" in the 'Map Code for Use In' field.
  3. Select "Assessment A" in the 'Form to Map' field.
  4. Select "Strength" in the 'Map To' field.
  5. Select "Strengths" in the 'Assessment Field' field.
  6. Click [Save Mapping] and [OK].
  7. Close the form.
  8. Select "Client A" and access "Assessment A".
  9. Populate all required and desired fields.
  10. Enter "Test Strengths" in the 'Strengths' field.
  11. Click [Submit].
  12. Select "Client A" and access the 'Treatment Plan' form.
  13. Populate all required and desired fields.
  14. Validate the 'Strength' field contains "Test Strengths".
  15. Click [Submit].
  16. Select "Client A" and access "Assessment A".
  17. Click [Add] to add a new record.
  18. Populate all required and desired fields.
  19. Enter "New Test Strengths" in the 'Strengths' field.
  20. Click [Submit].
  21. Select "Client A" and access the 'Treatment Plan' form.
  22. Click [Add] to add a new record.
  23. Populate all required and desired fields.
  24. Validate the 'Strength' field contains "New Test Strengths".
  25. Click [Submit].
Results Entry - Edit Results
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Results Entry
Scenario 1: 'Results Entry' - Add/Edit Results
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Results Entry' form.
  2. Select "Add" in the 'Add/Edit/Delete Result' field.
  3. Populate all required and desired fields.
  4. Click [File Header Info].
  5. Validate a message is displayed stating: Header information filed.
  6. Click [OK].
  7. Select "Edit" in the 'Add/Edit/Delete Result' field.
  8. Click [Select Result].
  9. Select the result filed in the previous steps from the 'Select Result' dialog and click [OK].
  10. Validate all previously filed data is displayed.
  11. Update any desired fields.
  12. Click [File Header Info].
  13. Validate a message is displayed stating: Header information filed.
  14. Click [OK] and [Exit Option].
The 'InfoScrb.NonIscRx' SQL view
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Home Medications
Scenario 1: Validate the 'InfoScrb.NonIscRx' SQL view
Specific Setup:
  • The 'Default Client Reported' checkbox must be checked in the 'Order Entry User Definition' form for the logged in user.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Select the "Home Medications" section.
  3. Select "Advil Cold & Sinus" in the 'New Order' field.
  4. Enter "1" in the 'Dose' field.
  5. Select "Tablet" in the 'Dose Unit' field.
  6. Select "3 TIMES A DAY" in the 'Frequency' field.
  7. Validate the 'Directions' field contains "one (1) tablet three times a day".
  8. Click [Save].
  9. Access Crystal Reports or other SQL Reporting Tool.
  10. Create a report using the 'InfoScrb.NonIscRx' SQL view.
  11. Validate the 'PATID' field is displayed.
  12. Validate the 'PATID' field contains "Client A".
  13. Validate the 'drugname' field contains "Advil Cold & Sinus".
  14. Validate the 'sig' field contains "one (1) tablet three times a day".
  15. Validate the 'dose_qty' field contains "1".
  16. Validate the 'dose_units' field contains "Tablet".
  17. Validate the 'frequency' field contains "TID".
  18. Validate the 'frequency_value' field contains "Three Times a Day".
  19. Close the report.
'Treatment Plan' forms - intervention statuses
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
Scenario 1: Treatment Plan - add a problem, goal, objective, and intervention
Specific Setup:
  • The 'Avatar CWS->Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y".
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select “Client A” and access the ‘Treatment Plan’ form.
  2. Set the ‘Plan Date’ field to the current date.
  3. Set the ‘Plan Name’ to any value.
  4. Select any value in the ‘Plan Type’ field.
  5. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
  6. Click [Add New Problem].
  7. Set the ‘Problem Code’ field to any value.
  8. Select “Active” in the ‘Status (Problem List)’ field.
  9. Set the ‘Problem’ field to any value.
  10. Select any value in the ‘Status’ field.
  11. Click [Add New Goal].
  12. Set the ‘Goal’ field to any value.
  13. Select any value in the ‘Status’ field.
  14. Click [Add New Objective].
  15. Set the ‘Objective’ field to any value.
  16. Select any value in the ‘Status’ field.
  17. Click [Add New Intervention].
  18. Set the ‘Intervention’ field to any value.
  19. Select any value in the ‘Status’ field.
  20. Click [Back to Plan Page].
  21. Close the form.
  22. Select “Client A” and access the ‘Treatment Plan’ form.
  23. Validate the ‘Load From Backup’ dialog displays with a message stating: “You have an unsubmitted backup of a plan from [the current date] and [the current time]. Would you like to load it instead of creating a new one?" and click [Yes].
  24. Click [Launch Plan].
  25. Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added.
  26. Click [Exit to Home View].
Scenario 2: Treatment Plan - 'Default to Linked Items' registry setting is enabled
Specific Setup:
  • The 'Default To Linked Items' registry setting is set to the "Status" code values for problems, goals, and objectives. Note: the defined status codes for testing are "Active" and "Inactive".
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add] to add a new record.
  3. Populate all required and desired fields.
  4. Click [Launch Plan] and [Add New Problem].
  5. Select the desired problem in the 'Problem Code' field.
  6. Populate all required fields for the problem.
  7. Select "Active" in the 'Status' field.
  8. Click [Add New Goal].
  9. Enter the desired value in the 'Goal' field.
  10. Select "Active" in the 'Status' field.
  11. Click [Add New Objective].
  12. Enter the desired value in the 'Objective' field.
  13. Select "Active" in the 'Status' field.
  14. Click [Add New Intervention].
  15. Enter the desired value in the 'Intervention' field.
  16. Select "Active" in the 'Status' field.
  17. Click [Add New Intervention].
  18. Enter the desired value in the 'Intervention' field.
  19. Select "Active" in the 'Status' field.
  20. Click [Back to Plan Page].
  21. Validate the plan page is displayed.
  22. Click [Launch Plan].
  23. Select the problem and validate the 'Status' is "Active".
  24. Select the goal and validate the 'Status' is "Active".
  25. Select the objective and validate the 'Status' is "Active".
  26. Select the first intervention and validate the 'Status' is "Active".
  27. Select the second intervention and validate the 'Status' is "Active".
  28. Select the problem and select "Inactive" in the 'Status' field.
  29. Click [Back to Plan Page].
  30. Validate the plan page is displayed.
  31. Click [Launch Plan].
  32. Select the problem and validate the 'Status' is "Inactive".
  33. Select the goal and validate the 'Status' is "Inactive".
  34. Select the objective and validate the 'Status' is "Inactive".
  35. Select the first intervention and validate the 'Status' is "Inactive".
  36. Select the second intervention and validate the 'Status' is "Inactive".
  37. Select the first intervention and select "Active" in the 'Status' field.
  38. Select the second intervention and select "Active" in the 'Status' field.
  39. Click [Back to Plan Page].
  40. Validate the plan page is displayed.
  41. Click [Launch Plan].
  42. Select the problem and validate the 'Status' is "Inactive".
  43. Select the goal and validate the 'Status' is "Inactive".
  44. Select the objective and validate the 'Status' is "Inactive".
  45. Select the first intervention and validate the 'Status' is "Active".
  46. Select the second intervention and validate the 'Status' is "Active".
  47. Click [Back to Plan Page] and [Submit].
Topics
• Treatment Plan • NX • Results Entry • Query/Reporting • Registry Settings
2021 Update 86 Summary | Details
Review Results - Comments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Results Entry
  • Review Results
Scenario 1: Results Entry - Validate Comments in Review Results form
Steps
  1. Using the "Results Entry" form, add a File Header record for the result.
  2. Select the "Result Details" section.
  3. Add a results detail record.
  4. Close the form.
  5. Open the "Review Results" form.
  6. Retrieve the results data.
  7. Add a comment that is over 5000 characters in length.
  8. File the form.
  9. Retrieve the result again.
  10. Validate the entire 5000+ characters appear in the "Comments" field.
Scenario 2: Results Entry - Validate Comments in SYSTEM.reviewresults table
Steps
  1. Using the "Results Entry" form, add a File Header record for the result.
  2. Select the "Result Details" section.
  3. Add a results detail record.
  4. Close the form.
  5. Open the "Review Results" form.
  6. Retrieve the results data.
  7. Add a comment that is over 5000 characters in length.
  8. File the form.
  9. Retrieve the result again.
  10. Validate the entire 5000+ characters appear in the "Comments" field.
  11. If desired, review the results in the 'SYSTEM.reviewresults' table.
Topics
• NX • Results
2021 Update 91 Summary | Details
Vitals Entry - Height (cm) Calculation to Feet/Inches
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Form - Admission - Client
  • Admission
  • Vitals Entry
  • Dynamic form Confirm Delete
  • Chart Review
Scenario 1: Vitals Entry - Field Validations
Specific Setup:
  • Select an existing client or admit a new client for the test.
  • Set the Registry Setting "BMI Entry Configuration" to "D".
Steps
  1. Open the "Vitals Entry" form.
  2. Select the client identified as the test client.
  3. Set the "Height (cm)" field to "182.8".
  4. Validate the "Height (ft in)" field contains "6 0.0".
  5. Populate all the other fields on the form.
  6. Submit the form to file data.
  7. Remain in the form.
  8. Elect to "Edit" an existing vital sign record.
  9. Click "Select Vital Sign" button.
  10. Select a row to edit.
  11. Validate data displays as it was data entered.
  12. Remain in the form.
  13. Elect to "Delete" an existing vital sign record.
  14. Click "Select Vital Sign" button.
  15. Select a row to delete.
  16. Validate row is removed.
Scenario 2: Chart Review - Vitals Entry
Specific Setup:
  • Tester must add the "Vitals Entry" form to "Chart Review" form.
Steps
  1. Open the "Chart Review" form.
  2. Add vitals information by opening the "Vitals Entry" form on the chart and clicking "Add".
  3. Add a vitals record.
  4. Return to the chart.
  5. Edit the vitals information that was just entered by opening the "Vitals Entry" form and clicking "Edit".
  6. Remain in the "Vitals Entry" form and delete a vitals record.
  7. Click "Launch Growth Report".
  8. Validate that a growth report is generated and reflects the vitals data entered.
  9. Click "View Graph".
  10. Validate the graph represents data as entered.
  11. Click "View Report".
  12. Validate vitals data entered are represented in the report.
Topics
• Vitals Entry • NX • Chart View
2021 Update 108 Summary | Details
Progress Notes - Crystal Report Output
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Import Reports (CWS)
  • Document Routing Setup (PM)
  • Dynamic Form - Document Routing Setup - Select Form
  • Dynamic Form - Select A Form
  • Dynamic Form - Admission - Client
  • Admission
  • Scheduling Calendar
  • Dynamic Form - document routing - sign
  • Dynamic Form - document routing - verify password
  • Dynamic Form - Progress Notes
  • Clinical Document Viewer
Scenario 1: Progress Notes (Group and Individual) - Existing Appointment - Crystal Report output
Specific Setup:
  • Using the "Import Reports" form, import a crystal report as a report for document routing.
  • Using "Document Routing Setup" form, set the progress note to use a crystal report template.
  • Select an existing client or admit a new client for the test.
  • Using the "Scheduling Calendar" form, create an appointment for the client.
Steps
  1. Open the Progress Notes form.
  2. Generate a progress note for the "Existing Appointment" and select the appointment.
  3. Change the initial "Service Start Time" and/or "Service End Time".
  4. Set the "Draft/Final" to "Final".
  5. Click the "File Note" button.
  6. Validate the information is correct on the document before approving it.
  7. Validate the changed service start and end times appear on the finalized document.
  8. Approve the document.
  9. Using the "Clinical Document Viewer" form, view the document to ensure it displays as it was created.
Scenario 2: Progress Notes (Group and Individual) - Existing Appointment - Product Form Output
Specific Setup:
  • Using "Document Routing Setup" form, set the progress note to use a crystal report template.
  • Select an existing client or admit a new client for the test.
  • Using the "Scheduling Calendar" form, create an appointment for the client.
Steps
  1. Open the Progress Notes form.
  2. Generate a progress note for the "Existing Appointment" and select the appointment.
  3. Set the "Draft/Final" to "Final".
  4. Click the "File Note" button.
  5. Validate the information is correct on the document before approving it.
  6. Approve the document.
  7. Using the "Clinical Document Viewer" form, view the document to ensure it displays as it was created.
Topics
• Progress Notes • NX