'Registry Settings' - 'Require Number of Clients In Group' setting
Scenario 1: Validate the 'Require Number Of Clients In Group' Registry Setting
Specific Setup:
- Client must be enrolled in an existing episode (Client A).
- The 'Number of Clients In Group' field exists on the individual section of the 'Progress Notes (Group and Individual)' form. This can be done in the 'Site Specific Section Modeling' form.
- The 'Progress Notes' widget is on the user's HomeView.
Steps
- Access the 'Registry Settings' form.
- Enter "Require Number of Clients In Group" in the 'Limit Registry Settings to the Following Search Criteria' field.
- Click [View Registry Settings].
- Validate the 'Registry Setting Details' field contains "Enter "Y" to require the 'Number Of Clients In Group' field for data entry on the 'Individual' section when a group service code is selected in the 'Progress Notes (Group and Individual)' form. Enter "N" to unrequire the 'Number Of Clients In Group' field on the 'Individual' section and allow for conditional data entry for the above mentioned condition in the 'Progress Notes Group and Individual' form. Please note: The 'Number Of Clients In Group' field can be enabled through the 'Site Specific Section Modeling' form. If the field is not present on the form this functionality will have no effect".
- Enter "Y" in the Registry Setting Value' field.
- Click [Submit] and close the form.
- Access the 'Progress Notes (Group and Individual)' form.
- Select "Client A" in the 'Select Client' field.
- Select the desired episode.
- Select "New Service" in the 'Progress Note For' field.
- Select the desired value in the 'Note Type' field.
- Enter the desired value in the 'Notes' field.
- Select the desired practitioner in the 'Practitioner' field.
- Enter the desired date in the 'Date of Service' field.
- Select any group service code in the 'Service Charge Code' field.
- Verify 'Number Of Clients In Group' field is required.
- Enter the desired value in the 'Number of Clients In Group' field.
- Click [File Note] and close the form.
- Select "Client A" and access the 'Progress Notes' widget.
- Validate the 'Progress Note' widget contains the progress note filed in the previous steps.
- Access the 'Registry Settings' form.
- Enter "Require Number of Clients In Group" in the 'Limit Registry Settings to the Following Search Criteria' field.
- Click [View Registry Settings].
- Enter "N" in the 'Registry Setting Value' field.
- Click [Submit] and close the form.
- Access the 'Progress Notes (Group and Individual)' form.
- Select "Client A" in the 'Select Client' field.
- Select the desired episode.
- Select "New Service" in the 'Progress Note For' field.
- Select the desired value in the 'Note Type' field.
- Enter the desired value in the 'Notes' field.
- Select the desired practitioner in the 'Practitioner' field.
- Enter the desired date in the 'Date of Service' field.
- Select any group service code in the 'Service Charge Code' field.
- Verify 'Number Of Clients In Group' field is not required.
- Click [File Note] and close the form.
- Select "Client A" and access the 'Progress Notes' widget.
- Validate the 'Progress Notes' widget contains the progress note filed in the previous steps.
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Topics
• Registry Settings
• NX
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Task List - Unscheduled Tasks
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Task Shift
- Task Frequency
- Task Definitions
- Task Associations
- Orders This Episode
- Frequency Code Setup
Scenario 1: Task List - Creating an Unscheduled Task based on Task Shift frequencies
Specific Setup:
- 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
- Access the 'Task Shift' form.
- Select "Add" from the 'Add/Edit Shift Definition' field.
- Set the 'New Shift Code' field to "Nurse" and press [TAB].
- Set the 'Shift Description' field to "Nursing Shifts".
- Set the 'Shift 1 Start Time' field to "0800" and press [TAB].
- Set the 'Shift 2 Start Time' field to "1600" and press [TAB].
- Set the 'Shift 3 Start Time' field to "0000" and press [TAB].
- Validate the 'Shift 1 End Time' field contains "1559".
- Validate the 'Shift 2 End Time' field contains "2359".
- Validate the 'Shift 3 End Time' field contains "0759".
- Click [Submit].
- Validate a message is displayed that states: "=Task Shift has completed. Do you wish to return to form?" and click [No].
- Access the 'Task Shift' form.
- Select "Add" from the 'Add/Edit Frequency' field.
- Set the 'New Task Frequency Code' field to "Nurse" and press [TAB].
- Set the 'Task Frequency Description' field to "Nursing Shifts".
- Select "Shift" from the 'Type of Frequency' field.
- Select "Nursing Shifts (Nurse)" from the 'Shift' field and click [Submit].
- Validate a message is displayed that states: "Task Frequency has completed. Do you wish to return to form?" and click [No].
- Access the 'Task Definitions' form.
- Select "Add" from the 'Add/Edit Task Definition' field.
- Set the 'New Task Code' field to "Shift" and press [Tab].
- Set the 'Task Title' field to "Nurse Shift Example".
- Select "Yes" from the 'Override Originating Task Details' field
- Select "Nursing Shifts (Nurse)" from the 'Default Frequency' field.
- Set the 'Default Duration' field to "1".
- Select "Days" from the 'Default Duration (Units)' field and click [Submit].
- Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No].
- Access the 'Task Associations' form.
- Select "Task Definition" from the 'Task Type' field.
- Search for and select "Nurse Shift Example (Shift)" from the 'Task Group/Definition' field.
- Select "Add" from the 'Add/Edit/Delete Association' field.
- Select "Order Entry" from the 'Order Event' field.
- Search for and select "PRILOSEC 10 MG/1 PACKET ORAL" from the 'Order Code' field.
- Click [Update Associations] and [Submit].
- Validate a message is displayed that states "Task Associations has completed. Do you wish to return to form?" and click [No].
- Select "Client A" and access the Order Entry Console.
- Search for and select "PRILOSEC 10 MG/1 PACKET ORAL" from the 'New Order' field.
- Set the 'Dose' field to "1".
- Select "Tablet" from the 'Dose Unit' field.
- Select "EVERY DAY" from the 'Freq' field.
- Set the 'Duration' field to "1" and click [Days].
- Complete any other required fields and click [Add to Scratchpad] and [Sign].
- Access the 'Task List' widget.
- Search and select "Client A" from the 'Search Patients' field.
- Validate that one task labeled: 'Nurse Shift Example' is displayed and placed under the Unscheduled column based on the current time.
Scenario 2: Task List - Creating an unscheduled Task to be completed the following day
Specific Setup:
- A frequency code must exist that has no 'Hours of Administration' selected and has the next day of the week selected under 'Daily Administration'. (Frequency Code 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
- Access the 'Task Definitions' form.
- Select "Add" from the 'Add/Edit Task Definition' field.
- Set the 'New Task Code' field to "NextDay" and press [Tab].
- Set the 'Task Title' field to "Next Day Task" and click [Submit].
- Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No].
- Access the 'Task Associations' form.
- Select "Task Definition" from the 'Task Type' field.
- Search for and select "Next Day Task (NextDay)" from the 'Task Group/Definition' field.
- Select "Add" from the 'Add/Edit/Delete Association' field.
- Select "Order Entry" from the 'Order Event' field.
- Search for and select "ABATINEX 680 MG CAPSULE ORAL" from the 'Order Code' field.
- Click [Update Associations] and [Submit].
- Validate a message is displayed that states "Task Associations has completed. Do you wish to return to form?" and click [No].
- Select "Client A" and access the Order Entry Console.
- Search for and select "ABATINEX 680 MG CAPSULE ORAL" from the 'New Order' field.
- Set the 'Dose' field to "1".
- Select "Capsule" from the 'Dose Unit' field.
- Select "Frequency Code A" from the 'Freq' field.
- Set the 'Duration' field to "7" and click [Days].
- Complete any other required fields and click [Add to Scratchpad] and [Sign].
- Validate the 'Interactions' dialog is displayed.
- Override any interactions and click [Save Override and Exit] button.
- Access the 'Task List' widget.
- Search and select "Client A" from the 'Search Patients' field.
- Validate that no tasks labeled "Next Day Task" are displayed under the 'Unscheduled' column.
Scenario 3: Task List - Creating and Discontinuing an Interval Task that occurs multiple times per hour
Specific Setup:
- 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
- Access the 'Task Definitions' form.
- Select "Add" from the 'Add/Edit Task Definition' field.
- Set the 'New Task Code' field to "15mins" and press [Tab].
- Set the 'Task Title' field to "Every 15 Minutes Task" and click [Submit].
- Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No].
- Access the 'Task Associations' form.
- Select "Task Definition" from the 'Task Type' field.
- Search for and select "Every 15 Minutes Task (15mins)" from the 'Task Group/Definition' field.
- Select "Add" from the 'Add/Edit/Delete Association' field.
- Select "Order Entry" from the 'Order Event' field.
- Search for and select "HYLAND'S BUG BITE OINTMENT TOPICAL APPLICATION" from the 'Order Code' field.
- Click [Update Associations] and [Submit].
- Validate a message is displayed that states "Task Associations has completed. Do you wish to return to form?" and click [No].
- Select "Client A" and access the Order Entry Console.
- Search for and select "HYLAND'S BUG BITE OINTMENT TOPICAL APPLICATION" from the 'New Order' field.
- Set the 'Dose' field to "1".
- Select "app" from the 'Dose Unit' field.
- Select "Every 15 Minutes" from the 'Freq' field.
- Set the 'Duration' field to "1" and click [Days].
- Complete any other required fields and click [Add to Scratchpad] and [Sign].
- Access the 'Task List' widget.
- Search and select "Client A" from the 'Search Patients' field.
- Validate four tasks labeled "Every 15 Minutes Task" are created under every future hour.
- Access the Order Entry Console.
- Select the order for "HYLAND'S BUG BITE OINTMENT TOPICAL APPLICATION" and click [D/C].
- Set the 'Discontinue Time' field to two hours from the current time.
- Click [Add to Scratchpad] and [Sign].
- Access the 'Task List' widget.
- Validate that any tasks labeled "Every 15 Minutes Task" are discontinued starting at two hours from the current time.
Scenario 4: Task List - Creating a Task with a STAT frequency
Specific Setup:
- 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
- Access the 'Task Definitions' form.
- Select "Add" from the 'Add/Edit Task Definition' field.
- Set the 'New Task Code' field to "Stat" and press [Tab].
- Set the 'Task Title' field to "Stat Task" and click [Submit].
- Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No].
- Access the 'Task Associations' form.
- Select "Task Definition" from the 'Task Type' field.
- Search for and select "Stat Task (Stat)" from the 'Task Group/Definition' field.
- Select "Add" from the 'Add/Edit/Delete Association' field.
- Select "Order Entry" from the 'Order Event' field.
- Search for and select "AQUA VELVA CLASSIC ICE BLUE SOLUTION TOPICAL APPLICATION" from the 'Order Code' field.
- Click [Update Associations] and [Submit].
- Validate a message is displayed that states "Task Associations has completed. Do you wish to return to form?" and click [No].
- Select "Client A" and access the Order Entry Console.
- Search for and select "AQUA VELVA CLASSIC ICE BLUE SOLUTION TOPICAL APPLICATION" from the 'New Order' field.
- Set the 'Dose' field to "1".
- Select "app" from the 'Dose Unit' field.
- Select "STAT" from the 'Freq' field.
- Validate the 'Duration' field contains "1" and [Days] is selected.
- Complete any other required fields and click [Add to Scratchpad] and [Sign].
- Validate the 'Interactions' dialog is displayed.
- Override any interactions and click [Save Override and Exit] button.
- Access the 'Task List' widget.
- Search and select "Client A" from the 'Search Patients' field.
- Validate that one user-defined task labeled "Stat Task" was created and placed under the 'Unscheduled' column.
- Validate that one eMAR task labeled "STAT Med Admin" was created and placed under the 'Unscheduled' column.
Task List - Continuous Order alerts
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Orders This Episode
- CarePOV Management
- Order Entry User Definition
Scenario 1: OE NX - New Order - Administration Method "IV Primary (Continuous)"
Specific Setup:
- The following extended attributes must be set in the Order Entry Client Information '(20969) Administration Method' dictionary for “IVPR”:
- ‘(20990) Preferred Description’ = “IV Continuous”
- ‘(20991) Show Diluent’ = “No”
- ‘(20992) Require Diluent’ = “No”
- '(20993) Allow Selection' = "Yes"
- '(20995) Show Additive Prompts' = "Yes"
- '(20996) Applicable Routes' = "INTRAVENOUS"
- Please log out of the application and log back in after completing the above configuration.
- In the 'Order Code Setup' form the 'Additive Component' checkbox must be checked in the 'Is an IV Additive Component' field for the "DOPAMINE HCL 160 MG/1 ML SOLUTION INTRAVENOUS" order code.
- 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
- Access the 'CarePOV Management' form.
- Select the 'Client Alerts' tab.
- Select "Edit" from the 'Add or Edit Alert' field.
- Select "Continuous Order (15)" from the 'Client Alert' field.
- Validate "Yes" is selected from the 'Active' field.
- Validate "Continuous Order" is selected from the 'Alert Type' field.
- Select "Yes" from the 'Include in Client Header' field and click [Save].
- Validate a message is displaying that states: "Saved." and click [OK].
- Close the form.
- Select "Client A" and access the Order Entry Console.
- Search for and select "Dextrose et DEXTROSE 5% Solution INTRAVENOUS" from the 'New Order' field.
- Set the 'Dose' field to "500".
- Select "mL" from the 'Dose Unit' field.
- Select "Continuous" from the 'Freq' field.
- Select "IV Continuous" from the 'Admin Method' field.
- Select "DOPAMINE HCL" from the 'Additive' field.
- Set the 'Additive Dose' field to "800".
- Select "MG" from the 'Additive Dose Unit' field.
- Select "As Directed" from the 'Rate Unit' field.
- Validate the 'Rate Amount' field contains "As Directed".
- Set the 'Volume Amount in ML' field to "800".
- Set the 'Duration' field to "28" and click [Days].
- Click [Add to Scratchpad] and [Sign].
- Validate the 'Order grid' contains an order for "Dextrose et DEXTROSE 5% INTRAVENOUS Solution Additive: DOPAMINE HCL 800 MG 500 mL, Continuous".
- Access the 'Task List' widget.
- Search for and select "Client A" from the 'Search Patients' field.
- Validate that the 'Client Card' contains a "Continuous Order" 'Bedboard Alert'.
Scenario 2: Task List - Bedboard Alert - Continuous Orders (Medical Food)
Specific Setup:
- The following extended attributes must be set in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Medical Food”:
- ‘(501) Order Type Category’ = “Pharmacy”
- ‘(506) Default Orders To Open-Ended When No Default Duration’ = “Yes”
- ‘(560) Is This a Medical Food Order Type’ = “Yes”
- ‘(10181) Route of Administration’ = “GASTROSTOMY TUBE”, "J-TUBE", "NASOGASTRIC", "TUBE FEED", "INTRAVENOUS"
- Please log out of the application and log back in after completing the above configuration.
- An 'Order Code' must exist with an 'Order Type' of "Medical Food" and a 'Route of Administration' of "Tube Feed". (Medical Food)
- 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
- Access the 'CarePOV Management' form.
- Select the 'Client Alerts' tab.
- Select "Edit" from the 'Add or Edit Alert' field.
- Select "Continuous Order (15)" from the 'Client Alert' field.
- Validate "Yes" is selected from the 'Active' field.
- Validate "Continuous Order" is selected from the 'Alert Type' field.
- Select "Yes" from the 'Include in Client Header' field and click [Save].
- Validate a message is displaying that states: "Saved." and click [OK].
- Close the form.
- Select "Client A" and access the Order Entry Console.
- Search for and select "Medical Food" from the 'New Order' field.
- Select "EVERY DAY" from the 'Freq' field.
- Validate the 'Route' field contains "TUBE FEED".
- Select "Pump" from the 'Admin Method' field.
- Validate the 'Rate Unit' field contains "mL/hr".
- Set the 'Rate Amount' field to "1".
- Set the 'Duration' field to "3" and click [Days].
- Click [Add to Scratchpad] and [Sign].
- Validate the 'Interactions' dialog is displayed.
- Override all interactions and click [Save Override and Exit].
- Validate the 'Order grid' contains an order for "Medical Food Tube Feed Pump Rate: 1 mL/hr EVERY DAY".
- Access the 'HomeView' and deselect "Client A".
- Select "Client A" and access the Order Entry Console.
- Validate the 'Client Header' contains a 'Client Alert' with an infinity symbol.
- Validate when hovering over the 'Client Alert' that a message is displayed that states: "Continuous Order (Medical Food)".
- Access the 'Task List' widget.
- Search for and select "Client A" from the 'Search Patients' field.
- Validate that the 'Client Card' contains a "Continuous Order" 'Bedboard Alert'.
Task List - General Changes & Improvements
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Orders This Episode
- CarePOV Management
- Task Shift
- Task Frequency
- Task Definitions
- Task Associations
- Task Group Definitions
- Avatar eMAR
- Nursing Caseload Assignment
- Frequency Code Setup
- Order Entry User Definition
- Treatment Plan
Scenario 1: OE NX - New Order - Administration Method "IV Primary (Continuous)"
Specific Setup:
- The following extended attributes must be set in the Order Entry Client Information '(20969) Administration Method' dictionary for “IVPR”:
- ‘(20990) Preferred Description’ = “IV Continuous”
- ‘(20991) Show Diluent’ = “No”
- ‘(20992) Require Diluent’ = “No”
- '(20993) Allow Selection' = "Yes"
- '(20995) Show Additive Prompts' = "Yes"
- '(20996) Applicable Routes' = "INTRAVENOUS"
- Please log out of the application and log back in after completing the above configuration.
- In the 'Order Code Setup' form the 'Additive Component' checkbox must be checked in the 'Is an IV Additive Component' field for the "DOPAMINE HCL 160 MG/1 ML SOLUTION INTRAVENOUS" order code.
- 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
- Access the 'CarePOV Management' form.
- Select the 'Client Alerts' tab.
- Select "Edit" from the 'Add or Edit Alert' field.
- Select "Continuous Order (15)" from the 'Client Alert' field.
- Validate "Yes" is selected from the 'Active' field.
- Validate "Continuous Order" is selected from the 'Alert Type' field.
- Select "Yes" from the 'Include in Client Header' field and click [Save].
- Validate a message is displaying that states: "Saved." and click [OK].
- Close the form.
- Select "Client A" and access the Order Entry Console.
- Search for and select "Dextrose et DEXTROSE 5% Solution INTRAVENOUS" from the 'New Order' field.
- Set the 'Dose' field to "500".
- Select "mL" from the 'Dose Unit' field.
- Select "Continuous" from the 'Freq' field.
- Select "IV Continuous" from the 'Admin Method' field.
- Select "DOPAMINE HCL" from the 'Additive' field.
- Set the 'Additive Dose' field to "800".
- Select "MG" from the 'Additive Dose Unit' field.
- Select "As Directed" from the 'Rate Unit' field.
- Validate the 'Rate Amount' field contains "As Directed".
- Set the 'Volume Amount in ML' field to "800".
- Set the 'Duration' field to "28" and click [Days].
- Click [Add to Scratchpad] and [Sign].
- Validate the 'Order grid' contains an order for "Dextrose et DEXTROSE 5% INTRAVENOUS Solution Additive: DOPAMINE HCL 800 MG 500 mL, Continuous".
- Access the 'Task List' widget.
- Search for and select "Client A" from the 'Search Patients' field.
- Validate that the 'Client Card' contains a "Continuous Order" 'Bedboard Alert'.
Scenario 2: Task List - Creating an Unscheduled Task based on Task Shift frequencies
Specific Setup:
- 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
- Access the 'Task Shift' form.
- Select "Add" from the 'Add/Edit Shift Definition' field.
- Set the 'New Shift Code' field to "Nurse" and press [TAB].
- Set the 'Shift Description' field to "Nursing Shifts".
- Set the 'Shift 1 Start Time' field to "0800" and press [TAB].
- Set the 'Shift 2 Start Time' field to "1600" and press [TAB].
- Set the 'Shift 3 Start Time' field to "0000" and press [TAB].
- Validate the 'Shift 1 End Time' field contains "1559".
- Validate the 'Shift 2 End Time' field contains "2359".
- Validate the 'Shift 3 End Time' field contains "0759".
- Click [Submit].
- Validate a message is displayed that states: "=Task Shift has completed. Do you wish to return to form?" and click [No].
- Access the 'Task Shift' form.
- Select "Add" from the 'Add/Edit Frequency' field.
- Set the 'New Task Frequency Code' field to "Nurse" and press [TAB].
- Set the 'Task Frequency Description' field to "Nursing Shifts".
- Select "Shift" from the 'Type of Frequency' field.
- Select "Nursing Shifts (Nurse)" from the 'Shift' field and click [Submit].
- Validate a message is displayed that states: "Task Frequency has completed. Do you wish to return to form?" and click [No].
- Access the 'Task Definitions' form.
- Select "Add" from the 'Add/Edit Task Definition' field.
- Set the 'New Task Code' field to "Shift" and press [Tab].
- Set the 'Task Title' field to "Nurse Shift Example".
- Select "Yes" from the 'Override Originating Task Details' field
- Select "Nursing Shifts (Nurse)" from the 'Default Frequency' field.
- Set the 'Default Duration' field to "1".
- Select "Days" from the 'Default Duration (Units)' field and click [Submit].
- Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No].
- Access the 'Task Associations' form.
- Select "Task Definition" from the 'Task Type' field.
- Search for and select "Nurse Shift Example (Shift)" from the 'Task Group/Definition' field.
- Select "Add" from the 'Add/Edit/Delete Association' field.
- Select "Order Entry" from the 'Order Event' field.
- Search for and select "PRILOSEC 10 MG/1 PACKET ORAL" from the 'Order Code' field.
- Click [Update Associations] and [Submit].
- Validate a message is displayed that states "Task Associations has completed. Do you wish to return to form?" and click [No].
- Select "Client A" and access the Order Entry Console.
- Search for and select "PRILOSEC 10 MG/1 PACKET ORAL" from the 'New Order' field.
- Set the 'Dose' field to "1".
- Select "Tablet" from the 'Dose Unit' field.
- Select "EVERY DAY" from the 'Freq' field.
- Set the 'Duration' field to "1" and click [Days].
- Complete any other required fields and click [Add to Scratchpad] and [Sign].
- Access the 'Task List' widget.
- Search and select "Client A" from the 'Search Patients' field.
- Validate that one task labeled: 'Nurse Shift Example' is displayed and placed under the Unscheduled column based on the current time.
Scenario 3: Task List - Task Group Definitions (Start of Group, End of Group, and Previous Task offsets)
Specific Setup:
- 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
- Access the 'Task Definitions' form.
- Select "Add" from the 'Add/Edit Task Definition' field.
- Set the 'New Task Code' field to "Start" and press [Tab].
- Set the 'Task Title' field to "Start Task" and click [Submit].
- Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [Yes].
- Select "Add" from the 'Add/Edit Task Definition' field.
- Set the 'New Task Code' field to "Previous" and press Tab.
- Set the 'Task Title' field to "Previous Task" and click [Submit].
- Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [Yes].
- Select "Add" from the 'Add/Edit Task Definition' field.
- Set the 'New Task Code' field to "End" and press Tab.
- Set the 'Task Title' field to "End Task" and click [Submit].
- Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No].
- Access the 'Task Group Definitions' form.
- Select "Add" from the 'Add/Edit Task Group Definition' field.
- Set the 'New Task Group Code' field to "Group" and press Tab.
- Set the 'Task Group Definition' field to "Task Group".
- Select "Add" from the 'Add/Edit Task' field.
- Search for and select "Start Task" from the 'Task To Add' field.
- Select "Start of Group" from the 'Offset From Event' field.
- Set the 'Duration' field to "1" and press Tab.
- Select "Hours" from the 'Duration Units' field.
- Select "Every Hour" from the 'Frequency' field and click [Update Group].
- Select "Add" from the 'Add/Edit Task' field.
- Search for and select "Previous Task (Previous)" from the 'Task To Add' field.
- Set the 'Offset' field to "1" and press Tab.
- Select "Hours" from the 'Offset Units' field.
- Select "Previous Task" from the 'Offset From Event' field.
- Select "1 - Start Task (Start)" from the 'Offset From Event Task' field.
- Set the 'Duration' field to "1" and press Tab.
- Select "Hours" from the 'Duration Units' field.
- Select "Every Hour" from the 'Frequency' field and click [Update Group].
- Select "Add" from the 'Add/Edit Task' field.
- Search for and select "End Task (End)" from the 'Task To Add' field.
- Select "End of Group" from the 'Offset From Event' field.
- Set the 'Duration' field to "1" and press Tab.
- Select "Hours" from the 'Duration Units' field.
- Select "Every Hour" from the 'Frequency' field and click [Update Group] and [Submit].
- Validate a message is displayed that states: "Task Group Definitions has completed. Do you wish to return to form?" and click [No].
- Access the 'Task Associations' form.
- Select "Task Group" from the 'Task Type' field.
- Search for and select "Task Group (Group)" from the 'Task Group/Definition' field.
- Select "Add" from the 'Add/Edit/Delete Association' field.
- Select "Order Entry" from the 'Order Event' field.
- Search for and select "XANAX 2 MG TABLET ORAL" from the 'Order Code' field.
- Click [Update Associations] and [Submit].
- Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
- Select "Client A" and access the Order Entry Console.
- Search for and select "XANAX 2 MG TABLET ORAL" from the 'New Order' field.
- Set the 'Dose' field to "2".
- Select "MG" from the 'Dose Unit' field.
- Select "Every Hour" from the 'Freq' field.
- Set the 'Duration' field to "3" and click [Hours].
- Complete any other required fields and click [Add to Scratchpad] and [Sign].
- Validate the 'Interactions' dialog is displayed.
- Override any interactions and click [Save Override and Exit] button.
- Access the 'Task List' widget.
- Search and select "Client A" from the 'Search Patients' field.
- Validate the tasks labeled: "Start Task" and "Previous Task" are displayed and are one hour apart.
- Validate the task labeled: "End Task" is displayed and is one to two hours from the "Previous Task" depending on the order Start Time.
Scenario 4: Task List - Generate Task based on eMAR Administration event
Specific Setup:
- 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
- Access the 'Task Definitions' form.
- Select "Add" from the 'Add/Edit Task Definition' field.
- Set the 'New Task Code' field to "eMAR" and press Tab.
- Set the 'Task Title' field to "eMAR Admin Task" and click [Submit].
- Validate a message is displayed that states: "Form Return Task Definitions has completed. Do you wish to return to form?" and click [No].
- Access the 'Task Associations' form.
- Select "Task Definition" from the 'Task Type' field.
- Search for and select "eMAR Admin Task (eMAR)" from the 'Task Group/Definition' field.
- Select "Add" from the 'Add/Edit/Delete Association' field.
- Select "Administration" from the 'Order Event' field.
- Search for and select "ACTISORB SILVER 220 100 GM-220 MG DRESSING TOPICAL APPLICATION" from the 'Order Code' field.
- Set the 'Offset' field to "1".
- Select "Hours" from the 'Offset Units' field.
- Set the 'Duration' field to "2".
- Select "Hours" from the 'Duration Units' field.
- Select "Every Hour (Q1H)" from the 'Frequency' field.
- Click [Update Associations] and [Submit].
- Validate a message is displayed that states: "Form Return Task Associations has completed. Do you wish to return to form?" and click [Yes].
- Select "Task Definition" from the 'Task Type' field.
- Search for and select "eMAR Admin Task (eMAR)" from the 'Task Group/Definition' field.
- Select "Edit" from the 'Add/Edit/Delete Association' field.
- Select "ACTISORB SILVER 220 100 GM-220 MG TOPICAL APPLICATION DRESSING (19547)" from the 'Existing Association' field.
- Validate "Administration" is selected from the 'Order Event' field.
- Validate the 'Order Code' field contains "ACTISORB SILVER 220".
- Validate the 'Offset' field contains "1".
- Validate "Hours" is selected from the 'Offset Units' field.
- Validate the 'Frequency' field contains "Every Hour (Q1H)".
- Validate the 'Duration' field contains "2".
- Validate "Hours" is selected from the 'Duration Units' field and click [Submit].
- Validate a message is displayed that states: "Form Return Task Associations has completed. Do you wish to return to form?" and click [No].
- Select "Client A" and access the Order Entry Console.
- Search for and select "ACTISORB SILVER 220 100 GM-220 MG DRESSING TOPICAL APPLICATION" from the 'New Order' field.
- Set the 'Dose' field to "1".
- Select "app" from the 'Dose Unit' field.
- Select "STAT" from the Freq: field.
- Validate the 'Duration' field contains "1".
- Validate [Days] is selected.
- Click [Add to Scratchpad] and [Sign].
- Validate the 'Order grid' contains an order for "ACTISORB SILVER 220 100 GM-220 MG TOPICAL APPLICATION DRESSING1 app, STAT".
- Access the 'Task List' widget.
- Validate that one "STAT Med Admin" task was created under the Unscheduled column.
- Validate the "eMAR Admin Task" was not created.
- Access the 'eMAR' widget.
- Validate the "ACTISORB SILVER 220 100 GM-220 MG" order is displayed with no hours of administration.
- Select the first cell with hours of administration and click [Administer].
- Perform 'Order Acknowledgement' and 'Client Education' for the "ACTISORB SILVER 220 100 GM-220 MG" order.
- Verify the 'Administration Event' dialog exists.
- Set the 'Med ID' cell to "51978-0002-72".
- Validate the 'Qty' cell is equal to "1".
- Validate the 'Unit' cell is equal to "app".
- Select any successful administration event from the 'Administration Event' field.
- Check the 'Accept administration information entered' checkbox and click [Ok].
- Validate the "ACTISORB SILVER 220 100 GM-220 MG" order is displayed with "1 app" and the time administered in military format, under the current date.
- Access the 'Task List' widget.
- Validate the first "STAT Med Admin" task has been completed and removed from the Task List widget.
- Validate that two "eMAR Admin Task" tasks are created, with the first one being offset by one hour from the time of the completed "Med Admin" task.
Scenario 5: Task List - Updating 'My Task' view in Task List widget through Nursing Caseload
Steps
- Access the 'Admission' form.
- Enter values for the 'Last Name', 'First Name', 'Sex', 'Social Security #', and 'Date Of Birth' fields and click [Search].
- Click [New Client].
- Validate a message is displayed that states: "Auto Assign Next ID Number?" and click [Yes].
- Set the 'Preadmit/Admission Date' field to the current date.
- Set the 'Preadmit/Admission Time' field to the current time.
- Select any inpatient program from the 'Program' field.
- Fill out all other required fields and click [Submit].
- Access the 'Task List' widget.
- Verify that the new client is not under the "My Caseload" view.
- Access the 'Nursing Caseload Assignment' form.
- Select the unit the new client was admitted to from the 'Select Clients From Unit' field.
- Select the new client from the 'Select Clients To Include In Current Caseload' field and click [Move Selected Clients to Current Caseload].
- Validate the client was added to the 'Current Caseload' field and click [Submit].
- Access the 'Task List' widget and click [Refresh Tasks].
- Validate the new client is now appearing under the "My Caseload" view.
- Access the 'Nursing Caseload Assignment' form.
- Deselect the new client from the 'Current Caseload' field and click [Submit].
- Access the 'Task List' widget and click [Refresh Tasks].
- Validate the new client is no longer appearing under the "My Caseload" view.
Scenario 6: Task List - Creating a Scheduled Task using Interval Frequency
Specific Setup:
- 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
- Access the 'Task Definitions' form.
- Select "Add" from the 'Add/Edit Task Definition' field.
- Set the 'New Task Code' field to "E2H" and press [Tab].
- Set the 'Task Title' field to "Every Two Hours, Interval" and click [Submit].
- Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No].
- Access the 'Task Associations' form.
- Select "Task Definition" from the 'Task Type' field.
- Search for and select "Every Two Hours, Interval (E2H)" from the 'Task Group/Definition' field.
- Select "Add" from the 'Add/Edit/Delete Association' field.
- Select "Order Entry" from the 'Order Event' field.
- Search for and select "RITALIN 10 MG TABLET ORAL" from the 'Order Code' field.
- Click [Update Associations] and [Submit].
- Validate a message is displayed that states "Task Associations has completed. Do you wish to return to form?" and click [No].
- Select "Client A" and access the Order Entry Console.
- Search for and select "RITALIN 10 MG TABLET ORAL" from the 'New Order' field.
- Set the 'Dose' field to "1".
- Select "MG" from the 'Dose Unit' field.
- Select "Every 2 Hours" from the 'Freq' field.
- Set the 'Duration' field to "6" and click [Days].
- Complete any other required fields and click [Add to Scratchpad] and [Sign].
- Validate the 'Interactions' dialog is displayed.
- Override any interactions and click [Save Override and Exit] button.
- Access the 'Task List' widget.
- Search and select "Client A" from the 'Search Patients' field.
- Validate that three "Every Two Hours, Interval" tasks were created; the first task under the current hour, the second task two hours in the future, and the third task four hours in the future.
Scenario 7: Task List - Task Frequency - Creating a Task without an associated Order Entry Frequency Code
Specific Setup:
- 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
- Access the 'Task Definitions' form.
- Select "Add" from the 'Add/Edit Task Definition' field.
- Set the 'New Task Code' field to "freq" and press Tab.
- Set the 'Task Title' field to "Non-OE Frequency" and click [Submit].
- Validate a message is displayed that states: "Form Return Task Definitions has completed. Do you wish to return to form?" and click [No].
- Access the 'Task Frequency' form.
- Select "Add" from the 'Add/Edit Frequency' field.
- Set the 'New Task Frequency Code' field to "E6H" and press Tab.
- Set the 'Task Frequency Description' field to "Every 6 Hours".
- Select "Timed" from the 'Type of Frequency' field.
- Select "Yes" from the 'Daily Task' field.
- Select the following times from the 'Task Timing Check Appropriate Hours' section: 00:00 - AM, 06:00 - AM, 12:00 - PM, 18:00 - PM.
- Click [Submit].
- Validate a message is displayed that states: "Form Return Task Frequency has completed. Do you wish to return to form?" and click [No].
- Access the 'Task Associations' form.
- Select "Task Definition" from the 'Task Type' field.
- Search for and select "Non-OE Frequency (freq)" from the 'Task Group/Definition' field.
- Select "Add" from the 'Add/Edit/Delete Association' field.
- Select "Administration" from the 'Order Event' field.
- Search for and select "AROMASIN 25 MG TABLET ORAL" from the 'Order Code' field.
- Set the 'Offset' field to "0".
- Select "Hours" from the 'Offset Units' field.
- Select "Every 6 Hours (E6H)" from the 'Frequency' field.
- Set the 'Duration' field to "1".
- Select "Days" from the 'Duration Units' field.
- Click [Update Associations] and [Submit].
- Validate a message is displayed that states: "Form Return Task Associations has completed. Do you wish to return to form?" and click [No].
- Select "Client A" and access the Order Entry Console.
- Search for and select "AROMASIN 25 MG TABLET ORAL" from the 'New Order' field.
- Set the 'Dose' field to "25".
- Select "MG" from the 'Dose Unit' field.
- Select "DAILY" from the 'Freq' field.
- Set the 'Duration' field to "1" and click [Days].
- Click [Add to Scratchpad] and [Sign].
- Validate the 'Order grid' contains an order for "AROMASIN 25 MG ORAL TABLET 25 MG, DAILY i".
- Access the 'Task List' widget.
- Search for and select "Client A" from the 'Search Patients' field.
- Validate that the "Non-OE Frequency" task was not created.
- Access the 'eMAR' widget.
- Validate the "AROMASIN 25 MG ORAL TABLET" order is displayed with no hours of administration.
- Select the first cell under the current date and click [Administer].
- Perform 'Order Acknowledgement' and 'Client Education' for the "AROMASIN 25 MG ORAL TABLET" order.
- Verify the 'Administration Event' dialog exists.
- Set the 'Med ID' cell to "00009-7663-04".
- Validate the 'Qty' cell is equal to "25".
- Validate the 'Unit' cell is equal to "MG".
- Select any successful administration event from the 'Administration Event' field.
- Check the 'Accept administration information entered' checkbox and click [OK].
- Validate the "AROMASIN 25 MG ORAL TABLET" order is displayed with "25 MG" and the time administered in military format, under the current date.
- Access the 'Task List' widget.
- Search for and select "Client A" from the 'Search Patients' field.
- Validate that "Non-OE Frequency" tasks are created under the future hours of 0000, 0600, 1200, and 1800.
Scenario 8: Task List - Bedboard Alert - Continuous Orders (Medical Food)
Specific Setup:
- The following extended attributes must be set in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Medical Food”:
- ‘(501) Order Type Category’ = “Pharmacy”
- ‘(506) Default Orders To Open-Ended When No Default Duration’ = “Yes”
- ‘(560) Is This a Medical Food Order Type’ = “Yes”
- ‘(10181) Route of Administration’ = “GASTROSTOMY TUBE”, "J-TUBE", "NASOGASTRIC", "TUBE FEED", "INTRAVENOUS"
- Please log out of the application and log back in after completing the above configuration.
- An 'Order Code' must exist with an 'Order Type' of "Medical Food" and a 'Route of Administration' of "Tube Feed". (Medical Food)
- 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
- Access the 'CarePOV Management' form.
- Select the 'Client Alerts' tab.
- Select "Edit" from the 'Add or Edit Alert' field.
- Select "Continuous Order (15)" from the 'Client Alert' field.
- Validate "Yes" is selected from the 'Active' field.
- Validate "Continuous Order" is selected from the 'Alert Type' field.
- Select "Yes" from the 'Include in Client Header' field and click [Save].
- Validate a message is displaying that states: "Saved." and click [OK].
- Close the form.
- Select "Client A" and access the Order Entry Console.
- Search for and select "Medical Food" from the 'New Order' field.
- Select "EVERY DAY" from the 'Freq' field.
- Validate the 'Route' field contains "TUBE FEED".
- Select "Pump" from the 'Admin Method' field.
- Validate the 'Rate Unit' field contains "mL/hr".
- Set the 'Rate Amount' field to "1".
- Set the 'Duration' field to "3" and click [Days].
- Click [Add to Scratchpad] and [Sign].
- Validate the 'Interactions' dialog is displayed.
- Override all interactions and click [Save Override and Exit].
- Validate the 'Order grid' contains an order for "Medical Food Tube Feed Pump Rate: 1 mL/hr EVERY DAY".
- Access the 'HomeView' and deselect "Client A".
- Select "Client A" and access the Order Entry Console.
- Validate the 'Client Header' contains a 'Client Alert' with an infinity symbol.
- Validate when hovering over the 'Client Alert' that a message is displayed that states: "Continuous Order (Medical Food)".
- Access the 'Task List' widget.
- Search for and select "Client A" from the 'Search Patients' field.
- Validate that the 'Client Card' contains a "Continuous Order" 'Bedboard Alert'.
Scenario 9: Task List - Creating an unscheduled Task to be completed the following day
Specific Setup:
- A frequency code must exist that has no 'Hours of Administration' selected and has the next day of the week selected under 'Daily Administration'. (Frequency Code 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
- Access the 'Task Definitions' form.
- Select "Add" from the 'Add/Edit Task Definition' field.
- Set the 'New Task Code' field to "NextDay" and press [Tab].
- Set the 'Task Title' field to "Next Day Task" and click [Submit].
- Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No].
- Access the 'Task Associations' form.
- Select "Task Definition" from the 'Task Type' field.
- Search for and select "Next Day Task (NextDay)" from the 'Task Group/Definition' field.
- Select "Add" from the 'Add/Edit/Delete Association' field.
- Select "Order Entry" from the 'Order Event' field.
- Search for and select "ABATINEX 680 MG CAPSULE ORAL" from the 'Order Code' field.
- Click [Update Associations] and [Submit].
- Validate a message is displayed that states "Task Associations has completed. Do you wish to return to form?" and click [No].
- Select "Client A" and access the Order Entry Console.
- Search for and select "ABATINEX 680 MG CAPSULE ORAL" from the 'New Order' field.
- Set the 'Dose' field to "1".
- Select "Capsule" from the 'Dose Unit' field.
- Select "Frequency Code A" from the 'Freq' field.
- Set the 'Duration' field to "7" and click [Days].
- Complete any other required fields and click [Add to Scratchpad] and [Sign].
- Validate the 'Interactions' dialog is displayed.
- Override any interactions and click [Save Override and Exit] button.
- Access the 'Task List' widget.
- Search and select "Client A" from the 'Search Patients' field.
- Validate that no tasks labeled "Next Day Task" are displayed under the 'Unscheduled' column.
Scenario 10: Task List - Creating and Discontinuing an Interval Task that occurs multiple times per hour
Specific Setup:
- 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
- Access the 'Task Definitions' form.
- Select "Add" from the 'Add/Edit Task Definition' field.
- Set the 'New Task Code' field to "15mins" and press [Tab].
- Set the 'Task Title' field to "Every 15 Minutes Task" and click [Submit].
- Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No].
- Access the 'Task Associations' form.
- Select "Task Definition" from the 'Task Type' field.
- Search for and select "Every 15 Minutes Task (15mins)" from the 'Task Group/Definition' field.
- Select "Add" from the 'Add/Edit/Delete Association' field.
- Select "Order Entry" from the 'Order Event' field.
- Search for and select "HYLAND'S BUG BITE OINTMENT TOPICAL APPLICATION" from the 'Order Code' field.
- Click [Update Associations] and [Submit].
- Validate a message is displayed that states "Task Associations has completed. Do you wish to return to form?" and click [No].
- Select "Client A" and access the Order Entry Console.
- Search for and select "HYLAND'S BUG BITE OINTMENT TOPICAL APPLICATION" from the 'New Order' field.
- Set the 'Dose' field to "1".
- Select "app" from the 'Dose Unit' field.
- Select "Every 15 Minutes" from the 'Freq' field.
- Set the 'Duration' field to "1" and click [Days].
- Complete any other required fields and click [Add to Scratchpad] and [Sign].
- Access the 'Task List' widget.
- Search and select "Client A" from the 'Search Patients' field.
- Validate four tasks labeled "Every 15 Minutes Task" are created under every future hour.
- Access the Order Entry Console.
- Select the order for "HYLAND'S BUG BITE OINTMENT TOPICAL APPLICATION" and click [D/C].
- Set the 'Discontinue Time' field to two hours from the current time.
- Click [Add to Scratchpad] and [Sign].
- Access the 'Task List' widget.
- Validate that any tasks labeled "Every 15 Minutes Task" are discontinued starting at two hours from the current time.
Scenario 11: Task List - Creating an Intervention Task based on Treatment Plan
Specific Setup:
- In the Site Specific Section Modeling form - CWS60000 (Treatment Plan) Interventions section, the following site specific fields must be configured:
- "Date Opened" must have the 'Label' field set to "Start Date".
- "SS Treatment Plan Int Time 1" must have the 'Label' field set to "Start Time".
- "SS Treatment Plan Int Time 1" must have "Use as 'Open Time' (Task List)" selected from the 'Product Custom Logic Definition' field.
- "Date Closed" must have the 'Label' field set to "End Date".
- "SS Treatment Plan Int Time 2" must have the 'Label' field set to "End Time".
- "SS Treatment Plan Int Time 2" must have "Use as 'Close Time' (Task List)" selected from the 'Product Custom Logic Definition' field.
- "SS Treatment Plan Int Time 2" must have "No" selected from the 'Initially Required' field.
- A client must have an active episode. (Client A)
Steps
- Select "Client A" and access the 'Treatment Plan' form.
- Set the 'Plan Date' field to the current date.
- Set the 'Plan Name' field to "TestPlan".
- Select any value from the 'Plan Type' field.
- Select "Draft" from the 'Treatment Plan Status' field and click [Launch Plan].
- Click [Add New Problem].
- Search for and select "Pain in and around eye" from the 'Problem Code' field.
- Set the 'Problem' field to "Client A - Problem".
- Select "Active" from the 'Status' field and click [Add New Intervention].
- Set the 'Intervention' field to "Client A - Intervention".
- Select "Active" from the Status field.
- Select "Every 2 Hours" from the 'Task Frequency' field.
- Validate the 'Start Date' field contains the current date.
- Set the 'Start Time' field to the current time.
- Set the 'End Date' field to two days from the current date and click [Return to Plan].
- Validate a message is displayed that states "Plan saved successfully." and click [OK].
- Click [Submit].
- Access the 'Task List' widget.
- Search for and select "Client A" from the 'Search Patients' field.
- Validate that a task named "Client A - Intervention" was created under the current hour and alternates every other hour going forward.
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Topics
• Order Entry Console
• Task List
• NX
• STAT Order
• Manage Nursing Caseload
• Treatment Plan
• myAvatar/myAvatar NX
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'Review Results' and 'Results Details' forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Orders This Episode
- Results Entry
- Review Results
- View Results
Scenario 1: Results Entry - Validate Staff credentials in the Review and View Results forms
Specific Setup:
- The user who is logged into the application must be associated with a Practitioner that has credentials. (Practitioner A)
- A client must have an active episode. (Client A)
- A lab order code must exist that is associated with an 'eVendor', has a 'Specimen Type' of "Blood", and a 'Default Duration (Hours)' of "48". (Lab Code A)
Steps
- Select "Client A" and access the Order Entry Console.
- Search for and select "Complete Blood Count (CBC)" in the 'New Order' field.
- Validate the 'External Lab Vendor Destination' field contains the 'eVendor' associated with the order code.
- Validate the 'Electronic' checkbox is disabled and checked for 'Communication Method'.
- Validate the 'Specimen Type' field contains "Blood".
- Validate that "Lab Vendor Staff will Collect" is selected in the 'Specimen Collection' field.
- Validate the 'Duration' field contains "48" and that [Hours] is selected.
- Set the 'Addl Instructions' field to any value.
- Click [Add to Scratchpad] and [Sign].
- Validate the 'Order grid' contains an order for "Complete Blood Count".
- Validate that "Client A" is selected and access the "Results Entry" form.
- Select "Add" in the 'Add/Edit/Delete Result' field.
- Click [Select Order] and select the order for "Complete Blood Count" and click [OK].
- Fill out all the required fields.
- Search for and select "Practitioner A" in the 'Ordering Practitioner' field and validate that the credentials are displayed.
- Click [File Header Info].
- Validate a message is displayed stating "Header information filed" and click [OK].
- Select the "Result Details" section.
- Select "Add" in the 'Add/Edit/Delete Result Detail' field.
- Validate the 'Header' field contains the information that was just created.
- Fill out all required fields and click [File Detail Info].
- Validate a message is displayed stating "Detail Information filed" and click [OK].
- Close the form.
- Access the 'Review Results' form for "Client A".
- Select the results information in the 'Select Results' field.
- Validate the 'Results' field contains the 'Ordering Practitioner' with staff credentials displayed in the format of First name Last name credentials ID#.
- In the 'Comments' field enter a value that is over 5000 characters.
- File the form and remain in the form.
- Retrieve the same result and validate that all characters are displayed for 'Comments' in the 'Review History' field.
- Close the form.
- Access the 'View Results' form for "Client A".
- Click [Display Results List/Select Result To View/Print].
- Select the row for the "(CBC) Complete Blood Count" order.
- Validate the 'Result Information' field contains 'Ordering Practitioner' with staff credentials displayed in the format of First name Last name credentials ID#.
- Close the form.
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Topics
• Review Results
• Results
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The 'Manage Nursing Caseload' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Manage Observer Caseload
- Manage Nursing Caseload
- Nursing Caseload Assignment
Scenario 1: 'Manage Observer Caseload' and 'Manage Nursing Caseload' forms - SYSTEM.RADplus_caseload validation
Specific Setup:
- Two users must exist in the application who are associated with Staff Members. (User A) (User B)
- "User A" must have access to the 'Manage Observer Caseload' and the 'Manage Nursing Caseload' forms, as well as all tables.
- Two clients with active inpatient episodes must exist in the application. (Client A) (Client B)
- Must be logged in as "User A".
Steps
Scenario 2: 'Manage Nursing Caseload' and 'Nursing Caseload Assignment' forms - Add and Remove clients
Specific Setup:
- The user who is logged into the application must have access to the 'Manage Observer Caseload' and the 'Nursing Caseload Assignment' forms. (User A)
- Two clients with active episodes must exist in the application. (Client A) (Client B)
Steps
- Access the ‘Manage Nursing Caseload’ form.
- Search for and select “User A” in the ‘Select User’ field.
- Select “Add” in the ‘Add or Remove Client From Caseload’ field.
- Search for and select “Client A” in the ‘Client’ field.
- Click [Update Caseload].
- Validate the ‘Current Caseload’ field contains "Client A".
- Select “Add” in the ‘Add or Remove Client From Caseload’ field.
- Search for and select “Client B” in the ‘Client’ field.
- Click [Update Caseload].
- Validate the ‘Current Caseload’ field contains “Client A” and “Client B”.
- Close the form.
- Access the 'Nursing Caseload Assignment’ form.
- Validate the 'Currently Logged On User ID' field contains “User A".
- Validate the ‘Current Caseload’ field contains “Client A” and “Client B”.
- Close the form.
- Access the ‘Manage Nursing Caseload’ form.
- Search for and select “User A” in the ‘Select User’ field.
- Select “Remove” in the ‘Add or Remove Client From Caseload’ field.
- Select “Client B” in the ‘Current Caseload’ field and click [Update Caseload].
- Validate a message is displayed stating: "You are about to remove the selected client(s) from the caseload of User A. Are you sure you want to continue?" and click [OK].
- Validate the ‘Current Caseload’ field contains "Client A".
- Access the 'Nursing Caseload Assignment’ form.
- Validate the 'Currently Logged On User ID' field contains “User A".
- Validate the ‘Current Caseload’ field contains “Client A”.
- Close the form.
|
Topics
• Manage Nursing Caseload
• Manage Observer Caseload
|
|
Topics
• Vitals Entry
• Chart View
• NX
• Registry Settings
|
Avatar CWS - support for other products and modules
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- CareFabric Monitor
- Crystal Report Viewer
Scenario 1: 'Progress Notes (Group and Individual)' form - Validate the 'ProgressNoteCreated' payload
Specific Setup:
- A client must be enrolled in an existing episode (Client A).
Steps
- Access the 'Progress Notes (Group and Individual)' form.
- Enter "Client A" in the 'Select Client' field.
- Select any value in the 'Select Episode' field.
- Select "New Service" in the 'Progress Note For' field.
- Select any value in the 'Note Type' field.
- Enter any value in the 'Notes Field' field.
- Enter the desired practitioner in the 'Practitioner' field.
- Enter the current date in the 'Date Of Service' field.
- Enter any value in the 'Service Code' field.
- Select "Final" in the 'Draft/Final' field.
- Click [File Note].
- Validate a "Progress Notes" message is displayed stating: Note Filed.
- Click [OK].
- Access the 'CareFabric Monitor' form.
- Enter the current date in the 'From Date' field.
- Enter the current date in the 'Through Date' field.
- Enter "Client A" in the 'Client ID' field.
- Click [View Activity Log].
- Select "ProgressNoteCreated" in the 'Activity Type' field.
- Click [Click to View Record].
- Validate all progress note data displays as expected.
- Close the report and the form.
Scenario 2: Validate the 'PutProgressNote' SDK action
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Topics
• Progress Notes
|
Viewing results with embedded PDF's
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Results Importing
- View Results
- Clinical Document Viewer
Scenario 1: HL7 Results with embedded PDF's
Specific Setup:
- A client must have an active episode. (Client A)
- A result file must be created for "Client A" with an embedded PDF (File A)
Steps
- Access the 'Results Importing' form.
- Set the 'File Path for Import' field to the path for "File A" and click [Import].
- Validate a message displays stating "Import Complete", click [OK], and close the form.
- Select "Client A" and access the 'View Results' form.
- Click [Display Results List/Select Result To View/Print].
- Select "the result imported" from the 'Select Result' checklist and click [OK].
- Click [Print Result(s)].
- Validate the PDF displays with the appropriate data and close the form.
- Access the 'Clinical Document Viewer' form for Avatar CWS.
- Select "Individual" from the 'Select All or Individual Client' field.
- Set the 'Select Client' field to "Client A".
- Validate the 'Episode' field is equal to "All" and click [Process].
- Click the 'View' checkbox in the row for the result filed for the current date and click [View].
- Validate the PDF displays with all appropriate data.
Microbiology results
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
Scenario 1: Filing Preliminary and Final Microbiology Results
Specific Setup:
- 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.
- A "preliminary" microbiology result file must exist for "Client A" and "Order A".
- A "final" microbiology result file must exist for "Client A" and "Order A".
Steps
- Access the Order Entry Console for "Client A".
- Search for and select a microbiology order code in the 'New Order' field.
- Set the 'Duration' field to "5" and click [Days].
- Click [Add to Scratchpad] and [Sign].
- Validate the 'Order grid' contains an order for the microbiology order created.
- File the "Preliminary" microbiology result file via the 'CareConnect' process.
- Create a report using the 'SYSTEM.results_detail' table including fields 'PATID', 'data_entry_date', and 'observation_value'.
- Filter the report for "Client A" and the current date.
- Validate one row is displayed with "In Progress" in the 'observation_value' field.
- File the "Final" microbiology result file via the 'CareConnect' process.
- Refresh the 'SYSTEM.results_detail' table.
- Validate the "In Progress" row no longer displays and rows are created for the result filed.
|
Topics
• NX
• Results
• Microbiology
|
'Results by Caseload' widget - View Results
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Homeview.Results by Caseload widget
- Results Entry
- Review Results (CLIENT)
Scenario 1: Validate "Results by Caseload" widget for Today
Specific Setup:
- "Results by Caseload" widget must be on the user's home view.
- A client must be admitted in an existing episode (Client A).
- Client A is part of the logged in user's caseload.
Steps
- Select "Client A" and access the 'Results Entry' form.
- Select "Add" in the 'Add/Edit/Delete Result' field.
- Populate the required and desired fields.
- Click [File Header].
- Validate a dialog is displayed stating "Header information filed" and click [OK].
- Select the 'Result Details' item.
- Select "Add" in the 'Add/Edit/Delete Result Detail' field.
- Click [Select Header].
- Validate the header filed in the previous steps is present.
- Select the result and click [OK].
- Populate all required and desired fields.
- Enter today's date in the 'Observation Date' field.
- Enter the desired time in the 'Received Time' field.
- Click [File Detail Info].
- Validate a dialog is displayed stating "Detail information filed" and click [OK].
- Close the form.
- Navigate to the 'Results By Caseload' widget.
- Click the refresh button.
- Select "Today" in the 'Range to View' field.
- Validate a new row is added for the result.
- Select the row and click [View Result].
- Validate the 'Review Results' form opens with the entry.
- Select the result in the 'Select Results' field and click [Submit].
- Refresh the widget.
- Validate the row is no longer present in the 'Results by Caseload' widget.
Scenario 2: Validate "Results by Caseload Widget" by Month
Specific Setup:
- "Results by Caseload" widget must be on the user's home view.
- A client must be admitted in an existing episode and have various results filed this month (Client A).
- Client A is part of the logged in user's caseload.
Steps
- Select "Client A" and access the 'Results Entry' form.
- Select "Add" in the 'Add/Edit/Delete Result' field.
- Populate the required and desired fields.
- Click [File Header].
- Validate a dialog is displayed stating "Header information filed" and click [OK].
- Select the 'Result Details' item.
- Select "Add" in the 'Add/Edit/Delete Result Detail' field.
- Click [Select Header].
- Validate the header filed in the previous steps is present.
- Select the result and click [OK].
- Populate all required and desired fields.
- Enter today's date in the 'Observation Date' field.
- Enter the desired time in the 'Received Time' field.
- Click [File Detail Info].
- Validate a dialog is displayed stating "Detail information filed" and click [OK].
- Close the form.
- Navigate to the 'Results By Caseload' widget.
- Click the refresh button.
- Select "Month" in the 'Range to View' field.
- Validate a new row is added for the result.
- Select the row and click [View Result].
- Validate the 'Review Results' form opens with the entry.
- Select the result in the 'Select Results' field and click [Submit].
- Refresh the widget.
- Validate the row is no longer present in the 'Results by Caseload' widget.
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Topics
• Results Entry
• Results by Caseload widget
|
|
Topics
• Vitals Entry
• Chart View
• NX
|
'All Documents' Widget - 'Allergies and Hypersensitivities'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Allergies and Hypersensitivities
Scenario 1: Validate Problem List records display in the All Documents Widget
Specific Setup:
- This scenario is for Avatar NX systems only.
- A client must be defined and have a problem filed in the 'Problem List' form (Client A).
Steps
- Select "Client A" and access the 'All Documents Widget'.
- Select the "All Forms" section.
- Select "Problem List" in the 'Form Description' field.
- Validate only 'Problem List' records are now displayed.
- Click on the existing 'Problem List' record for "Client A".
- Validate the problem displays in the 'Console Widget Viewer'.
Scenario 2: Allergies and Hypersensitivities - add/edit allergies
Specific Setup:
- A client is enrolled in an existing episode (Client A).
- The user has the 'Allergies and Hypersensitivities' form available on the Chart View.
Steps
- Select "Client A" and access the 'Allergies and Hypersensitivities' form.
- Select "No" in the 'Known Medication Allergies' field.
- Select "No" in the 'Known Food Allergies' field.
- Click [Update].
- Validate the 'Allergies and Hypersensitivities' grid is displayed.
- Click [New Row].
- Select any value in the 'Allergen/Reactant' field.
- Enter the desired date in the 'Date Recognized' field.
- Select "Active" in the 'Status' field.
- Select any value in the 'Reaction Severity' field.
- Click [Save] and [Submit].
- Access the Chart View for "Client A".
- Select the 'Allergies and Hypersensitivities' form from the left-hand side.
- Validate the allergy added in the previous steps is displayed with a status of "Active".
- Close the chart.
- Select "Client A" and access the 'Allergies and Hypersensitivities' form.
- Click [Update].
- Select the allergy added in the previous steps and click [Delete Row].
- Validate a "Confirm" message is displayed stating: Are you sure you want to delete these rows?
- Click [Yes].
- Validate an "Error" message is displayed stating: Allergies that have been saved previously cannot be deleted. Please update the 'Status' as appropriate.
- Click [OK].
- Validate the 'Allergies and Hypersensitivities' grid still contains the allergy filed in the previous steps.
- Select "Inactive" in the 'Status' field.
- Click [Save] and [Submit].
- Access the Chart View for "Client A".
- Select the 'Allergies and Hypersensitivities' form from the left-hand side.
- Validate the allergy added in the previous steps is displayed with a status of "Inactive".
- Close the chart.
- Select "Client A" and access the 'Allergies and Hypersensitivities' form.
- Click [Update].
- Validate the 'Allergies and Hypersensitivities' grid is displayed.
- Click [New Row].
- Select any value in the 'Allergen/Reactant' field.
- Enter the desired date in the 'Date Recognized' field.
- Select "Active" in the 'Status' field.
- Select any value in the 'Reaction Severity' field.
- Select the new allergy record and click [Delete Row].
- Validate a "Confirm" message is displayed stating: Are you sure you want to delete these rows?
- Click [Yes].
- Validate the 'Allergies and Hypersensitivities' grid does not contain the second allergy record.
- Click [Close/Cancel] and close the form.
Scenario 3: Validating 'Allergies and Hypersensitivities' records in the 'All Documents' widget
Specific Setup:
- This scenario is for Avatar NX systems only.
- A client must be defined and have an active allergy filed in the 'Allergies and Hypersensitivities' form (Client A).
- The 'All Documents' console widget and 'Console Widget Viewer' must be assigned to a view in the 'View Definition' form.
Steps
- Select "Client A" and access the 'All Documents Widget'.
- Select the "All Forms" section.
- Select "Allergies and Hypersensitivities" in the 'Form Description' field.
- Validate only 'Allergies and Hypersensitivities' records are now displayed.
- Click on the existing 'Allergies and Hypersensitivities' record for "Client A".
- Validate the allergy displays in the 'Console Widget Viewer'.
- Click [Open Record].
- Validate the 'Allergies and Hypersensitivities' form opens.
- Click [Update].
- Select "Inactive" in the 'Status' field.
- Click [Save].
- Select "No" in the 'Known Medication Allergies' field.
- Click [Submit].
- Refresh the 'All Documents Widget'.
- Select "Allergies and Hypersensitivities" in the 'Form Description' field.
- Click on the existing 'Allergies and Hypersensitivities' record for "Client A".
- Validate the updated allergy displays in the 'Console Widget Viewer'.
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Topics
• Problem List
• NX
• Allergies and Hypersensitivities
|
Avatar CWS is enhanced to support measures reporting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Create and Export Clinical Information
- CCD Scheduling Definition
- System Task Scheduler
Scenario 1: Create and Export Clinical Information - create a CCD for "Client" and validate the 'SYSTEM.ccd_export_log' and 'SYSTEM.RADplus_event_log' SQL tables
Specific Setup:
- A client is enrolled in an existing episode (Client A).
- User must have access to the 'SYSTEM.ccd_export_log' and 'SYSTEM.RADplus_event_log' SQL tables in the 'User Definition' form.
Steps
- Access the 'Create and Export Clinical Information' form.
- Select "Client" in the 'Client/Program' field.
- Select "Client A" in the 'Client' field.
- Select the desired episode in the 'Episode' field.
- Select the desired value in the 'Purpose' field.
- Select "Create New" in the 'Select Clinical Information To Export' field.
- Select "No" in the 'Encrypt Exported Information' field.
- Click [Submit].
- Validate a message is displayed stating: Create and Export Clinical Information has completed. Do you wish to return to form?
- Click [No].
- Access Crystal Reports or other SQL Reporting Tool.
- Create a report using the 'SYSTEM.ccd_export_log' SQL table.
- Validate there is a row for the CCD exported in the previous steps.
- Validate the 'export_type_code' field contains "CWSTABLE35000".
- Validate the 'export_type_value' field contains "Create and Export Clinical Information".
- Validate the 'export_date' field contains the current date.
- Validate the 'export_time' field contains the time the CCD was exported.
- Validate the 'client_count' field contains "1".
- Close the report.
- Create a report using the 'SYSTEM.RADplus_event_log' SQL table
- Validate there is a row for the CCD exported in the previous steps.
- Validate the 'entity_id' field contains the PATID for "Client A".
- Validate the 'EPISODE_NUMBER' field contains the episode selected in the previous steps.
- Validate the 'event_date' field contains the current date.
- Validate the 'event_time' field contains the time the CCD was exported.
- Validate the 'event_type' field contains "PHI Export".
- Validate the 'option_desc' field contains "Create and Export Clinical Information".
- Close the report.
Scenario 2: CCD Scheduling Definition - create a CCD for "Client" and validate the 'SYSTEM.ccd_export_log' and 'SYSTEM.RADplus_event_log' SQL tables
Specific Setup:
- A client is enrolled in an existing episode (Client A).
- User must have access to the 'SYSTEM.ccd_export_log' and 'SYSTEM.RADplus_event_log' SQL tables in the 'User Definition' form.
Steps
- Access the 'CCD Scheduling Definition' form.
- Select "New Definition" in the 'Existing Task' field.
- Select "Client" in the 'Client/Program' field.
- Select "Client A" in the 'Client' field.
- Select "Referral Note" in the 'Purpose' field.
- Click [Submit].
- Validate a message is displayed stating: CCD Scheduling Definition has completed. Do you wish to return to form?
- Click [No].
- Access the 'System Task Scheduler' form.
- Validate the 'Schedule(s)' field contains an inactive task for the CCD scheduled in the previous steps and select it.
- Select "Daily" in the 'Recurrence Pattern' field.
- Enter "1" in the 'Recurrence Pattern' field.
- Enter the current date in the 'Start By' field.
- Enter the current time in the 'Start Time' field.
- Click [Schedule Task] and close the form.
- Access Crystal Reports or other SQL Reporting Tool.
- Create a report using the 'SYSTEM.ccd_export_log' SQL table.
- Validate there is a row for the CCD exported in the previous steps. Please note: this will only display once the scheduled task has been completed.
- Validate the 'export_type_code' field contains "CWSTABLE37000".
- Validate the 'export_type_value' field contains "CCD Scheduling Definition".
- Validate the 'export_date' field contains the current date.
- Validate the 'export_time' field contains the time the CCD was exported.
- Validate the 'client_count' field contains "1".
- Close the report.
- Create a report using the 'SYSTEM.RADplus_event_log' SQL table.
- Validate there is a row for the CCD exported in the previous steps. Please note: this will only display once the scheduled task has been completed.
- Validate the 'entity_id' field contains the PATID for "Client A".
- Validate the 'event_date' field contains the current date.
- Validate the 'event_time' field contains the time the CCD was exported.
- Validate the 'event_type' field contains "PHI Export".
- Validate the 'option_desc' field contains "CCD Scheduling Definition".
- Close the report.
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Topics
• Query/Reporting
• CCD's
|
Export Health Information - Surveillance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Health and Review of Systems
- Export Health Information
- Crystal Report Viewer
Scenario 1: Export Health Information - Surveillance
Specific Setup:
- A client is enrolled in an existing episode (Client A).
- User has access to the 'SYSTEM.health_info_export_log' table in 'User Definition'.
- The 'Output Path On Server For Electronic Files' field must be defined in the 'Facility Defaults' form.
Steps
- Select "Client A" and access the 'Health and Review of Systems' form.
- Enter the current date in the 'Assessment Date' field.
- Select "Established" in the 'Type Of Client' field.
- Populate all desired fields.
- Select "Yes" in the 'Include in 'Include In Syndromic Reporting' field.
- Select "Final" in the 'Draft/Final' field.
- Click [Submit] and [Yes].
- Click [Add] to add another assessment.
- Enter the current date in the 'Assessment Date' field.
- Select "Established" in the 'Type Of Client' field.
- Populate all desired fields.
- Select "No" in the 'Include in 'Include In Syndromic Reporting' field.
- Select "Final" in the 'Draft/Final' field.
- Click [Submit] and [No].
- Access the 'Export Health Information' form.
- Select "Compile" in the 'Action' field.
- Select "Public Health' in the 'Target Agency Type' field.
- Enter the current date in the 'From Date' and 'Through Date' field.s
- Select "Surveillance" in the 'Type of Information' field.
- Click [Process].
- Validate a message is displayed stating: Compile Complete.
- Click [OK].
- Validate a report is displayed with the assessment included in the compile.
- Validate the report contains only the assessment that had "Yes" selected in the 'Include In Syndromic Reporting' field.
- Close the report.
- Select "Post" in the 'Action' field.
- Select the file compiled in the previous steps.
- Select "Flat File" in the 'Transmit Via' field.
- Click [Process].
- Validate a message is displayed stating: File(s) created.
- Click [OK] and close the form.
- Access Crystal Reports or other SQL Reporting tool.
- Select the CWS namespace.
- Create a report using the 'SYSTEM.health_info_export_log' table.
- Validate there is a row displayed for only the assessment that had "Yes" selected in the 'Include In Syndromic Reporting' field that was posted in the previous steps.
- Validate the 'PATID' field contains "Client A".
- Validate the 'batch_id' field contains a unique identifier (ex. 66158.00001).
- Validate the 'data_entry_by' field contains the user.
- Validate the 'export_date' field contains the export date.
- Validate the 'export_time' field contains the export time.
- Validate the 'export_type_code' field contains "FlatFile".
- Validate the 'export_type_value' field contains "Flat File".
- Validate the 'link_to_source_data' field contains a unique id (ex. HRS66158.001).
- Validate the 'source_activity_date' field contains the date the assessment was filed.
- Access the 'Export Health Information' form.
- Select "Compile" in the 'Action' field. Please note: we will be re-compiling the same data compiled in the previous steps.
- Select "Public Health" in the 'Target Agency Type' field.
- Enter the current date in the 'From Date' and 'Through Date' fields.
- Select "Surveillance" in the 'Type of Information' field.
- Click [Process].
- Validate a message is displayed stating: Compile Complete.
- Click [OK].
- Validate a report is displayed with the assessment included in the compile.
- Validate the report contains only the assessment that had "Yes" selected in the 'Include In Syndromic Reporting' field.
- Close the report.
- Select "Post" in the 'Action' field.
- Select the file compiled in the previous steps.
- Select "CareConnect" in the 'Transmit Via' field.
- Click [Process].
- Validate a message is displayed stating: File(s) created.
- Click [OK] and close the form.
- Access Crystal Reports or other SQL Reporting tool.
- Refresh the report using the 'SYSTEM.health_info_export_log' table.
- Validate a second row is displayed for the same assessment.
- Validate the 'batch_id' field contains a unique identifier (ex. 66158.00002).
- Validate the 'export_type_code' field contains "CareConnect".
- Validate the 'export_type_value' field contains "CareConnect".
- Validate the 'link_to_source_data' field contains the same value as the first row since it is the same assessment, it contains the same link (ex. HRS66158.001).
- Close the report.
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Topics
• Client Health Maintenance
• Query/Reporting
• Export Health Information
• Health And Review Of Systems
• NX
• Results Entry
|
'Treatment Plan' form - 'Default From Previous Plan' registry setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Treatment Plan
- Treatment Plan Default Setup
Scenario 1: Treatment Plan - default from previous plan
Specific Setup:
- A client must be enrolled in an existing episode (Client A).
- Client A must have a Treatment Plan filed that has values entered in the 'Strengths', 'Weaknesses', and 'Discharge Planning' fields (Plan A).
Steps
- Select "Client A" and access the 'Treatment Plan' form.
- Click [Add].
- Verify the 'Do you want to default plan information form a previously entered plan?' dialog is displayed.
- Click [Yes].
- Select "Plan A" in the 'Default From Previous' field.
- Click [OK].
- Enter the desired date in the 'Please Enter Plan Date' field.
- Click [OK].
- Verify the 'Are you sure you want to default information from this plan?' dialog is displayed.
- Click [Yes].
- Enter the current date in the 'Plan Date' field.
- Select any value in the 'Plan Type' field.
- Select 'Draft' in the 'Treatment Plan Status' field.
- Validate the 'Strengths' field contains the information defaulted in from "Plan A".
- Validate the 'Weaknesses' field contains the information defaulted in from "Plan A".
- Validate the 'Discharge Planning' field contains the information defaulted in from "Plan A".
- Click [Launch Plan].
- Add a new problem, goal, objective and intervention.
- Click [Back to Plan Page].
- Validate the 'Strengths' field contains the information defaulted in from "Plan A".
- Validate the 'Weaknesses' field contains the information defaulted in from "Plan A".
- Validate the 'Discharge Planning' field contains the information defaulted in from "Plan A".
- Select "Final" in the 'Treatment Plan Status' field.
- Click [Submit].
Scenario 2: Treatment Plan - Default from previous plan- 'Treatment Plan Default Setup' form prompt set to 'No'.
Specific Setup:
- The 'Default Problem Section', 'Default Goals Section', 'Default Objectives Section', and 'Default Interventions Section' field must be set to "No" in the 'Treatment Plan Default Setup' form.
- A client must have a 'Treatment Plan' form filed. (Plan A)
Steps
- Select "Client A" and access the 'Treatment Plan' form.
- Click [Add].
- Verify the 'Do you want to default plan information from a previously entered plan?' dialog is displayed.
- Click [Yes].
- Select "Plan A" in the 'Default From Previous' field.
- Click [OK].
- Enter the desired date in the 'Please Enter Plan Date' field.
- Click [OK].
- Verify the 'Are you sure you want to default information from this plan?' dialog is displayed.
- Click [Yes].
- Enter the current date in the 'Plan Date' field.
- Select any value in the 'Plan Type' field.
- Select 'Draft' in the 'Treatment Plan Status' field.
- Validate the 'Strengths' field contains no values defaulted in from "Plan A".
- Validate the 'Weaknesses' field contains no values defaulted in from "Plan A".
- Validate the 'Discharge Planning' field contains no values defaulted in from "Plan A".
- Click [Launch Plan].
- Add a new problem, goal, objective, and intervention.
- Click [Back to Plan Page].
- Select "Final" in the 'Treatment Plan Status' field.
- Click [Submit].
'Treatment Plan' form - Scrolling Free Text fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
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).
- Scrolling Free Text fields must be enabled via the 'Site Specific Section Modeling' form for a 'Treatment Plan' form. (Strengths, Weaknesses, Discharge Planning) (Treatment Plan)
Steps
- Select “Client A” and access the ‘Treatment Plan’ form.
- Set the ‘Plan Date’ field to the current date.
- Set the ‘Plan Name’ to any value.
- Select any value in the ‘Plan Type’ field.
- Set the 'Strengths' field to any value.
- Set the 'Weaknesses' field to any value.
- Set the 'Discharge Planning' field to any value.
- Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
- Click [Add New Problem].
- Set the ‘Problem Code’ field to any value.
- Select “Active” in the ‘Status (Problem List)’ field.
- Set the ‘Problem’ field to any value.
- Select any value in the ‘Status’ field.
- Click [Add New Goal].
- Set the ‘Goal’ field to any value.
- Select any value in the ‘Status’ field.
- Click [Add New Objective].
- Set the ‘Objective’ field to any value.
- Select any value in the ‘Status’ field.
- Click [Add New Intervention].
- Set the ‘Intervention’ field to any value.
- Select any value in the ‘Status’ field.
- Click [Back to Plan Page].
- Close the form.
- Select “Client A” and access the ‘Treatment Plan’ form.
- 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].
- Validate the 'Strengths' field contains the value previously filed.
- Validate the 'Weaknesses' field contains the value previously filed.
- Validate the 'Discharge Planning' field contains the value previously filed.
- Click [Launch Plan].
- Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added.
- Click [Exit to Home View].
Scenario 2: Treatment Plan - 'Enable Automatic Backup' registry setting set to "N"
Specific Setup:
- The 'Avatar CWS-> Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "N".
- A client must have an active episode. (Client A)
Steps
- Select “Client A” and access the ‘Treatment Plan’ form.
- Set the ‘Plan Date’ field to the current date.
- Set the ‘Plan Name’ field to any value.
- Select any value in the ‘Plan Type’ field.
- Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
- Click [Add New Problem].
- Set the ‘Problem Code’ field to any value.
- Select “Active” in the ‘Status (Problem List)’ field.
- Set the ‘Problem’ field to any value
- Select any value in the ‘Status’ field and click [Add New Goal].
- Set the ‘Goal’ field to any value.
- Select any value in the ‘Status’ field and click [Add New Objective].
- Set the ‘Objective’ field to any value.
- Select any value in the ‘Status’ field and click [Add New Intervention].
- Set the ‘Intervention’ field to any value.
- Select any value in the ‘Status’ field and click [Back to Plan Page].
- Click [Submit].
- Select “Client A” and access the ‘Treatment Plan’ form.
- Select the treatment plan previously filed and click [Edit].
- Click [Launch Plan].
- Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps.
- Close the form.
Scenario 3: Treatment Plan - 'Enable Automatic Backup' registry setting - Multiple Active Plans
Specific Setup:
- The 'Avatar CWS-> Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y".
- A client must have an active episode. (Client A)
- A Treatment Plan copy must exist (Treatment Plan Copy)
Steps
- Select “Client A” and access the ‘Treatment Plan’ form.
- Set the ‘Plan Date’ field to the current date.
- Set the ‘Plan Name’ field to any value.
- Select any value in the ‘Plan Type’ field.
- Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
- Click [Add New Problem].
- Set the ‘Problem Code’ field to any value.
- Select “Active” in the ‘Status (Problem List)’ field.
- Set the ‘Problem’ field to any value.
- Select any value in the ‘Status’ field and click [Add New Goal].
- Set the ‘Goal’ field to any value.
- Select any value in the ‘Status’ field and click [Add New Objective].
- Set the ‘Objective’ field to any value.
- Select any value in the ‘Status’ field and click [Add New Intervention].
- Set the ‘Intervention’ field to any value.
- Select any value in the ‘Status’ field and click [Back to Plan Page].
- Close the form.
- Select “Client A” and access the ‘Treatment Plan Copy’ form.
- Set the ‘Plan Date’ field to the current date.
- Set the ‘Plan Name’ field to any value.
- Select any value in the ‘Plan Type’ field.
- Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
- Click [Add New Problem].
- Set the ‘Problem Code’ field to any value.
- Select “Active” in the ‘Status (Problem List)’ field.
- Set the ‘Problem’ field to any value.
- Select any value in the ‘Status’ field and click [Add New Goal].
- Set the ‘Goal’ field to any value.
- Select any value in the ‘Status’ field and click [Add New Objective].
- Set the ‘Objective’ field to any value.
- Select any value in the ‘Status’ field and click [Add New Intervention].
- Set the ‘Intervention’ field to any value.
- Select any value in the ‘Status’ field and click [Back to Plan Page].
- Click [Submit].
- Select “Client A” and access the ‘Treatment Plan’ form.
- Click [Add].
- Validate the ‘Load From Backup’ dialog is displayed with a message stating: "You have an unsubmitted back of this plan from [the current date] at [the current time]. Would you like to load it?" and click [Yes].
- Validate the ‘Plan Date’ field contains the current date.
- Validate the ‘Plan Name’ field contains the plan name previously filed.
- Validate the ‘Plan Type’ contains the value previously filed.
- Validate “Draft” is selected in the ‘Treatment Plan Status’ field and click [Launch Plan].
- Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps.
- Click [Back to Plan Page] and [Submit].
- Select “Client A” and access the ‘Treatment Plan Copy’ form.
- Select the plan previously filed and click [Edit].
- Click [Launch Plan].
- Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps.
- Click [Back to Plan Page] and close the form.
- Select “Client A” and access the ‘Treatment Plan’ form.
- Select the plan previously filed and click [Edit].
- Click [Launch Plan].
- Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps.
- Close the form.
'Treatment Plan' form - Problems List
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Treatment Plan
- Site Specific Section Modeling (CWS)
Scenario 1: Treatment Plan - Hidden Problems List
Specific Setup:
- A client must have an active episode. (Client A)
- The 'Enable Automatic Backup' registry setting must be set to "Y".
Steps
- Access the 'Site Specific Section Modeling' form.
- Select "(Treatment Plan) Treatment Plan" in the 'Site Specific Section' field.
- Select the 'Prompt Definition' section.
- Select "Problems" in the 'Prompt Definition' table.
- Click [Edit Selected Item].
- Validate the 'Exclude from Data Collection Instrument' field is enabled and can be edited.
- Validate the 'Exclude from Data Collection Instrument' field contains "No" as the default value.
- Select "Yes" in the 'Exclude from Data Collection Instrument' field.
- Click [Submit].
- Select “Client A” and access the ‘Treatment Plan’ form.
- Set the ‘Plan Date’ field to the current date.
- Set the ‘Plan Name’ to any value.
- Select any value in the ‘Plan Type’ field.
- Validate the 'Problems grid' is not displayed.
- Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
- Click [Add New Problem].
- Set the ‘Problem Code’ field to any value.
- Select “Active” in the ‘Status (Problem List)’ field.
- Set the ‘Problem’ field to any value.
- Select any value in the ‘Status’ field.
- Click [Add New Goal].
- Set the ‘Goal’ field to any value.
- Select any value in the ‘Status’ field.
- Click [Add New Objective].
- Set the ‘Objective’ field to any value.
- Select any value in the ‘Status’ field.
- Click [Add New Intervention].
- Set the ‘Intervention’ field to any value.
- Select any value in the ‘Status’ field.
- Click [Back to Plan Page].
- Close the form.
- Select “Client A” and access the ‘Treatment Plan’ form.
- 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].
- Click [Launch Plan].
- Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added.
- Click [Exit to Home View].
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Topics
• Treatment Plan
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