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Avatar CWS 2022 Monthly Release 2022.01.00 Acceptance Tests

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Update 9 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
  • Crystal Report Viewer
Scenario 1: Validate Chart View for 'Client Health Maintenance'
Specific Setup:
  • The 'Client Health Maintenance' form must be added to the list of forms in the Chart View.
Steps
  1. Access the 'Client Health Maintenance' form.
  2. Enter "Client A" in the 'Client ID' field.
  3. Click [Update - Immunizations].
  4. Select any value in the 'Vaccine' field.
  5. Select any value in the 'Dose' field.
  6. Select any value in the 'Provided By' field.
  7. Select any value in the 'Date' field.
  8. Select any value in the 'Time' field.
  9. Select "Yes" in the 'Refused' field.
  10. Validate the 'Reason' field is required.
  11. Select "No" in the 'Refused' field.
  12. Validate the 'Reason' field is not required.
  13. Enter any value with a decimal point in the 'Amount field'.
  14. Select any value in the 'Unit' field.
  15. Select any value in the "Route' field.
  16. Select any value in 'Manufacturer'.
  17. Enter any value in the 'Lot#' field.
  18. Select any value in the 'Exp Date' field.
  19. Enter "Practitioner A" in the Ordered By' field.
  20. Enter "Practitioner A" in the 'Administered By' field.
  21. Select "Historical Information - From Parent's Recall (04)" in the 'Source of Immunization' field.
  22. Click [Save].
  23. Click [Update - Wellness].
  24. Select any value in the 'Wellness Item' field.
  25. Select any value in the 'Provided By' field.
  26. Set the 'Date' field to the current date.
  27. Click [Save] and [Submit].
  28. Open the Chart View for "Client A".
  29. Select "Client Health Maintenance" from the Forms List.
  30. Validate the immunization filed in the previous steps displays with all populated data.
  31. Validate the 'Source of Immunization' displays as expected.
  32. Close the chart.
Scenario 2: 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 3: Client Health Maintenance - Validate "Other" option is added to Vaccine "Site"
Specific Setup:
  • User with "Provider" credentials (Practitioner A).
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Log in as "Practitioner A".
  2. Access the 'Client Health Maintenance' form.
  3. Select "Client A".
  4. Click Immunization [Update] and [New Row]
  5. Complete all required fields.
  6. Double click the 'Refused' field.
  7. Select "Yes" in the 'Refused' field.
  8. Validate the 'Reason' field is required.
  9. Double click the 'Refused' field.
  10. Select "No" in the 'Refused' field.
  11. Validate the 'Reason' field is not required.
  12. Double click the 'Site' field.
  13. Validate "Other" is an option in the drop-down.
  14. Select "Other" option in the 'Site' field.
  15. Click [Save] and [Submit].
  16. Access the 'Client Health Maintenance' form.
  17. Select "Client A".
  18. Click [List Immunizations].
  19. Validate newly created immunization has 'Site' equal "Other".
  20. Close the report and the form.
Scenario 4: 'All Documents' widget - Validate 'Client Health Maintenance' records
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • Must have a view configured with the 'All Documents' widget and 'Console Widget Viewer'.
  • This is for Avatar NX systems only.
Steps
  1. Access the 'Client Health Maintenance' form.
  2. Select "Client A".
  3. Click Immunization [Update] and [New Row]
  4. Double click the 'Refused' field.
  5. Select "Yes" in the 'Refused' field.
  6. Validate the 'Reason' field is required.
  7. Double click the 'Refused' field.
  8. Select "No" in the 'Refused' field.
  9. Validate the 'Reason' field is not required.
  10. Select "Historical Information - From Parent's Recall (04)" in the 'Source of Immunization' field.
  11. Complete all required fields.
  12. Click [Save] and [Submit].
  13. Access the 'All Documents' widget.
  14. Select "Client A".
  15. Select the 'All Forms' tab.
  16. Select the 'Client Health Maintenance' entry.
  17. Validate the 'Console Widget Viewer' displays the immunization data filed in the previous steps.
  18. Validate the 'Source of Immunization' displays as expected.
Scenario 5: 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 "Yes" in the 'Refused' field.
  6. Validate the 'Reason' field is required.
  7. Select "No" in the 'Refused' field.
  8. Validate the 'Reason' field is not required.
  9. Select any value in the 'Vaccine' field.
  10. Select any value in the 'Dose' field.
  11. Select any value in the 'Provided By' field.
  12. Enter the desired date in the 'Date' field.
  13. Enter "1" in the 'Amount' field.
  14. Validate the 'Error' dialog contains "Must be a number with decimal places".
  15. Click [OK].
  16. Enter ".50" in the 'Amount' field.
  17. Click [Save].
  18. Select "Client B" in the 'Client ID' field.
  19. Click [Immunization - Update].
  20. Validate the immunization added for "Client A" is not displayed.
  21. Click [New Row].
  22. Select any value in the 'Vaccine' field.
  23. Select any value in the 'Dose' field.
  24. Select any value in the 'Provided By' field.
  25. Enter the desired date in the 'Date' field.
  26. Enter ".50" in the 'Amount' field.
  27. Select "Historical Information - From Parent's Recall (04)" in the 'Source of Immunization' field.
  28. Click [Save] and [Submit].
  29. Access the 'Client Health Maintenance' form.
  30. Select "Client B" in the 'Client ID' field.
  31. Click [Immunizations - Update].
  32. Validate the 'Immunization' table contains the immunization filed in the previous steps.
  33. Close the form.
Client Health Maintenance - 'Source of Immunization' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Health Maintenance
  • Crystal Report Viewer
Scenario 1: Validate Chart View for 'Client Health Maintenance'
Specific Setup:
  • The 'Client Health Maintenance' form must be added to the list of forms in the Chart View.
Steps
  1. Access the 'Client Health Maintenance' form.
  2. Enter "Client A" in the 'Client ID' field.
  3. Click [Update - Immunizations].
  4. Select any value in the 'Vaccine' field.
  5. Select any value in the 'Dose' field.
  6. Select any value in the 'Provided By' field.
  7. Select any value in the 'Date' field.
  8. Select any value in the 'Time' field.
  9. Select "Yes" in the 'Refused' field.
  10. Validate the 'Reason' field is required.
  11. Select "No" in the 'Refused' field.
  12. Validate the 'Reason' field is not required.
  13. Enter any value with a decimal point in the 'Amount field'.
  14. Select any value in the 'Unit' field.
  15. Select any value in the "Route' field.
  16. Select any value in 'Manufacturer'.
  17. Enter any value in the 'Lot#' field.
  18. Select any value in the 'Exp Date' field.
  19. Enter "Practitioner A" in the Ordered By' field.
  20. Enter "Practitioner A" in the 'Administered By' field.
  21. Select "Historical Information - From Parent's Recall (04)" in the 'Source of Immunization' field.
  22. Click [Save].
  23. Click [Update - Wellness].
  24. Select any value in the 'Wellness Item' field.
  25. Select any value in the 'Provided By' field.
  26. Set the 'Date' field to the current date.
  27. Click [Save] and [Submit].
  28. Open the Chart View for "Client A".
  29. Select "Client Health Maintenance" from the Forms List.
  30. Validate the immunization filed in the previous steps displays with all populated data.
  31. Validate the 'Source of Immunization' displays as expected.
  32. Close the chart.
Scenario 2: 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 3: Client Health Maintenance - Validate "Other" option is added to Vaccine "Site"
Specific Setup:
  • User with "Provider" credentials (Practitioner A).
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Log in as "Practitioner A".
  2. Access the 'Client Health Maintenance' form.
  3. Select "Client A".
  4. Click Immunization [Update] and [New Row]
  5. Complete all required fields.
  6. Double click the 'Refused' field.
  7. Select "Yes" in the 'Refused' field.
  8. Validate the 'Reason' field is required.
  9. Double click the 'Refused' field.
  10. Select "No" in the 'Refused' field.
  11. Validate the 'Reason' field is not required.
  12. Double click the 'Site' field.
  13. Validate "Other" is an option in the drop-down.
  14. Select "Other" option in the 'Site' field.
  15. Click [Save] and [Submit].
  16. Access the 'Client Health Maintenance' form.
  17. Select "Client A".
  18. Click [List Immunizations].
  19. Validate newly created immunization has 'Site' equal "Other".
  20. Close the report and the form.
Scenario 4: 'All Documents' widget - Validate 'Client Health Maintenance' records
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • Must have a view configured with the 'All Documents' widget and 'Console Widget Viewer'.
  • This is for Avatar NX systems only.
Steps
  1. Access the 'Client Health Maintenance' form.
  2. Select "Client A".
  3. Click Immunization [Update] and [New Row]
  4. Double click the 'Refused' field.
  5. Select "Yes" in the 'Refused' field.
  6. Validate the 'Reason' field is required.
  7. Double click the 'Refused' field.
  8. Select "No" in the 'Refused' field.
  9. Validate the 'Reason' field is not required.
  10. Select "Historical Information - From Parent's Recall (04)" in the 'Source of Immunization' field.
  11. Complete all required fields.
  12. Click [Save] and [Submit].
  13. Access the 'All Documents' widget.
  14. Select "Client A".
  15. Select the 'All Forms' tab.
  16. Select the 'Client Health Maintenance' entry.
  17. Validate the 'Console Widget Viewer' displays the immunization data filed in the previous steps.
  18. Validate the 'Source of Immunization' displays as expected.
Scenario 5: 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 "Yes" in the 'Refused' field.
  6. Validate the 'Reason' field is required.
  7. Select "No" in the 'Refused' field.
  8. Validate the 'Reason' field is not required.
  9. Select any value in the 'Vaccine' field.
  10. Select any value in the 'Dose' field.
  11. Select any value in the 'Provided By' field.
  12. Enter the desired date in the 'Date' field.
  13. Enter "1" in the 'Amount' field.
  14. Validate the 'Error' dialog contains "Must be a number with decimal places".
  15. Click [OK].
  16. Enter ".50" in the 'Amount' field.
  17. Click [Save].
  18. Select "Client B" in the 'Client ID' field.
  19. Click [Immunization - Update].
  20. Validate the immunization added for "Client A" is not displayed.
  21. Click [New Row].
  22. Select any value in the 'Vaccine' field.
  23. Select any value in the 'Dose' field.
  24. Select any value in the 'Provided By' field.
  25. Enter the desired date in the 'Date' field.
  26. Enter ".50" in the 'Amount' field.
  27. Select "Historical Information - From Parent's Recall (04)" in the 'Source of Immunization' field.
  28. Click [Save] and [Submit].
  29. Access the 'Client Health Maintenance' form.
  30. Select "Client B" in the 'Client ID' field.
  31. Click [Immunizations - Update].
  32. Validate the 'Immunization' table contains the immunization filed in the previous steps.
  33. Close the form.
Topics
• Client Health Maintenance • NX
Update 11 Summary | Details
Void for Vital Signs
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Vitals Entry
  • Crystal Report Viewer
  • Significant Findings
  • HL7 Connection Monitor
  • Health and Review of Systems
  • Export Health Information
Scenario 1: Vitals Entry - Validate Vitals Reports for Voided Vitals
Specific Setup:
  • A client must have an active episode (Client A).
  • The 'Avatar CWS->CWS Utilities->Set System Defaults->Vitals Entry->->Vitals Entry Restrictions' registry setting must be set to "N".
  • At least one dictionary code must exist in the CWS '(14112) Void Reason' dictionary.
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select "Add" in the 'Update Vital Sign' field.
  3. Enter the current date in the 'Date' field.
  4. Enter the current time in the 'Time' field.
  5. Populate all desired fields.
  6. Click [Submit] and [Yes] to return to form.
  7. Select the "Vitals Report" section.
  8. Enter the current date in the 'Start Date' and 'End Date' fields.
  9. Enter a time range within the time when the vitals were filed in the 'Start Time' and 'End Time' fields.
  10. Select the desired value(s) in the 'Vital Sign(s) For Report' field.
  11. Click [View Report].
  12. Validate the vital signs filed in the previous steps are displayed.
  13. Close the report.
  14. Select the "Vitals Entry" section.
  15. Select "Void" in the 'Update Vital Sign' field.
  16. Click [Select Vital Sign].
  17. Select the vitals filed in the previous steps and click [OK].
  18. Select the desired value in the 'Void Reason' field.
  19. Click [Submit] and [Yes] to return to form.
  20. Select the "Vitals Report" section.
  21. Enter the current date in the 'Start Date' and 'End Date' fields.
  22. Enter a time range within the time when the vitals were filed in the 'Start Time' and 'End Time' fields.
  23. Select the desired value(s) in the 'Vital Sign(s) For Report' field.
  24. Click [View Report].
  25. Validate the vital signs voided in the previous steps are displayed with (V) next to each voided vital sign.
  26. Close the report and the form.
Scenario 2: Vitals Entry - Validate the ability to void Vital Signs
Specific Setup:
  • The 'Avatar CWS->CWS Utilities->Set System Defaults->Vitals Entry->->Vitals Entry Restrictions' registry setting must be set to "N".
  • At least one dictionary code must exist in the CWS '(14112) Void Reason' dictionary.
  • A client must have an active episode and no vitals on file (Client A).
Steps
  1. Select “Client A” and access the ‘Vitals Entry’ form.
  2. Select "Add" in the 'Update Vital Sign' field.
  3. Enter the desired date in the 'Date' field.
  4. Enter the desired time in the 'Time' field.
  5. Enter the desired value in the 'Height' field.
  6. Enter the desired value in the 'Weight' field.
  7. Validate the 'BMI' is populated based on the height/weight filed.
  8. Populate all desired fields.
  9. Click [Submit] and [No] to exit the form.
  10. Double click on "Client A" to access the Chart View.
  11. Validate the ‘Height, ‘Weight’, and ‘BMI’ fields in the Client Header display with the current data filed.
  12. Close the chart.
  13. Select “Client A” and access the ‘Vitals Entry’ form.
  14. Select "Void" in the 'Update Vital Sign' field.
  15. Click [Select Vital Sign].
  16. Select the previously filed vitals record and click [OK].
  17. Validate the previously filed data is displayed.
  18. Select the desired value in the ‘Void Reason’ field.
  19. Click [Submit] and [Yes] to return to form.
  20. Select "Edit" in the 'Update Vital Sign' field.
  21. Click [Select Vital Sign].
  22. Validate “*** VOIDED ***” displays in the Vitals Entry row and click [Cancel].
  23. Close the form.
  24. Double click on "Client A" to access the Chart View.
  25. Validate the ‘Height, ‘Weight’, and ‘BMI’ fields in the Client Header no longer display since the vitals have been voided.
  26. Close the chart.
Scenario 3: Significant Findings - Voided Vital Signs
Specific Setup:
  • The 'Avatar CWS->CWS Utilities->Set System Defaults->Vitals Entry->->Vitals Entry Restrictions' registry setting must be set to "N".
  • At least one dictionary code must exist in the CWS '(14112) Void Reason' dictionary.
  • A client must have an active episode. (Client A)
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select "Add" in the 'Update Vital Sign' field.
  3. Enter the current date in the 'Date' field.
  4. Enter the current time in the 'Time' field.
  5. Populate all desired fields.
  6. Click [Submit].
  7. Select "Client A" and access the 'Significant Findings' form.
  8. Enter the current date in the 'Significant Finding Date' field.
  9. Enter the current time in the 'Significant Finding Time' field.
  10. Validate the 'Findings' field contains the vitals filed in the previous steps.
  11. Select each vital filed in the previous steps and validate they display as expected.
  12. Close the form.
  13. Select "Client A" and access the 'Vitals Entry' form.
  14. Select "Void" in the 'Update Vital Sign' field.
  15. Click [Select Vital Sign].
  16. Select the vitals filed in the previous steps and click [OK].
  17. Select the desired value in the 'Void Reason' field.
  18. Click [Submit].
  19. Select "Client A" and access the 'Significant Findings' form.
  20. Enter the current date in the 'Significant Finding Date' field.
  21. Enter the current time in the 'Significant Finding Time' field.
  22. Validate the 'Findings' field does not contain the voided vitals.
  23. Close the form.
Scenario 4: Vitals Entry - Add/Void vitals and validate the HL7 outbound message
Specific Setup:
  • Avatar must be configured to communicate with RxConnect via HL7 and vice versa.
  • An 'ADT-RXCONNECT' connection must be configured.
  • A client is enrolled in an existing episode and does not have existing vitals on file (Client A).
  • The 'Avatar CWS->CWS Utilities->Set System Defaults->Vitals Entry->->Vitals Entry Restrictions' registry setting must be set to "N".
  • At least one dictionary code must exist in the CWS '(14112) Void Reason' dictionary.
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select "Add" in the 'Update Vital Sign' field.
  3. Enter the current date in the 'Date' field.
  4. Enter "9:00 AM" in the 'Time' field.
  5. Enter the desired value in the 'Height (ft in)' field.
  6. Enter the desired value in the 'Weight (lbs)' field.
  7. Click [Submit] and [Yes] to return to form.
  8. Select "Add" in the 'Update Vital Sign' field.
  9. Enter the current date in the 'Date' field.
  10. Enter "11:00 AM" in the 'Time' field.
  11. Enter any new value in the 'Height (ft in)' field.
  12. Enter any new value in the 'Weight (lbs)' field.
  13. Click [Submit] and [No] to exit the form.
  14. Access the 'HL7 Connection Monitor' form.
  15. Click [Refresh Monitor].
  16. Select "ADT-RXCONNECT" in the 'Select Row' field.
  17. Validate the 'Last Message Processed' field contains the most recent vital sign height/weight filed in the 11:00 AM record.
  18. Close the form.
  19. Select "Client A" and access the 'Vitals Entry' form.
  20. Select "Void" in the 'Update Vital Sign' field.
  21. Click [Select Vital Sign].
  22. Select the vitals filed for 11:00 AM and click [OK].
  23. Select the desired value in the 'Void Reason' field.
  24. Click [Submit] and [No] to exit the form.
  25. Access the 'HL7 Connection Monitor' form.
  26. Click [Refresh Monitor].
  27. Select "ADT-RXCONNECT" in the 'Select Row' field.
  28. Validate the 'Last Message Processed' field contains the vital sign height/weight filed in the 9:00 AM record since the other record has now been voided.
  29. Close the form.
  30. Select "Client A" and access the 'Vitals Entry' form.
  31. Select "Void" in the 'Update Vital Sign' field.
  32. Click [Select Vital Sign].
  33. Select the vitals filed for 9:00 AM and click [OK].
  34. Select the desired value in the 'Void Reason' field.
  35. Click [Submit] and [No] to exit the form.
  36. Access the 'HL7 Connection Monitor' form.
  37. Click [Refresh Monitor].
  38. Select "ADT-RXCONNECT" in the 'Select Row' field.
  39. Validate the 'Last Message Processed' field does not contain vital sign data as both records have been voided.
  40. Close the form.
Scenario 5: Export Health Information - Validate voided vitals are not included for "Surveillance" information
Specific Setup:
  • A client is enrolled in an existing episode and does not have existing vitals on file (Client A).
  • The 'Avatar CWS->CWS Utilities->Set System Defaults->Vitals Entry->->Vitals Entry Restrictions' registry setting must be set to "N".
  • At least one dictionary code must exist in the CWS '(14112) Void Reason' dictionary.
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select "Add" in the 'Update Vital Sign' field.
  3. Enter the current date in the 'Date' field.
  4. Enter "9:00 AM" in the 'Time' field.
  5. Enter the desired value in the 'Height (ft in)' field.
  6. Enter the desired value in the 'Weight (lbs)' field.
  7. Click [Submit] and [Yes] to return to form.
  8. Select "Add" in the 'Update Vital Sign' field.
  9. Enter the current date in the 'Date' field.
  10. Enter "11:00 AM" in the 'Time' field.
  11. Enter any new value in the 'Height (ft in)' field.
  12. Enter any new value in the 'Weight (lbs)' field.
  13. Click [Submit] and [No] to exit the form.
  14. Select "Client A" and access the 'Health and Review of Systems' form.
  15. Enter the current date in the 'Assessing Date' field.
  16. Populate all required and desired fields.
  17. Select "Yes" in the 'Include In Syndromic Reporting' field.
  18. Select "Final" in the 'Draft/Final' field.
  19. Click [Submit] and [No] to exit the form.
  20. Access the 'Export Health Information' form.
  21. Select "Compile" in the 'Action' field.
  22. Select "Public Health" in the 'Target Agency Type' field.
  23. Enter the current date in the 'From Date' and 'Through Date' fields.
  24. Select "Surveillance" in the 'Type of Information' field.
  25. Click [Process].
  26. Validate a message is displayed stating: Compile Complete.
  27. Click [OK].
  28. Validate a report is displayed with the data included in the compile.
  29. Validate a record is displayed for "Client A" with the most recent vital sign height/weight filed in the 11:00 AM record.
  30. Close the report and the form.
  31. Select "Client A" and access the 'Vitals Entry' form.
  32. Select "Void" in the 'Update Vital Sign' field.
  33. Click [Select Vital Sign].
  34. Select the vitals filed for 11:00 AM and click [OK].
  35. Select the desired value in the 'Void Reason' field.
  36. Click [Submit] and [No] to exit the form.
  37. Access the 'Export Health Information' form.
  38. Select "Compile" in the 'Action' field.
  39. Select "Public Health" in the 'Target Agency Type' field.
  40. Enter the current date in the 'From Date' and 'Through Date' fields.
  41. Select "Surveillance" in the 'Type of Information' field.
  42. Click [Process].
  43. Validate a message is displayed stating: Compile Complete.
  44. Click [OK].
  45. Validate a report is displayed with the data included in the compile.
  46. Validate a record is displayed for "Client A" with the vital sign height/weight filed in the 9:00 AM record since the other record has now been voided.
  47. Close the report and the form.
  48. Select "Client A" and access the 'Vitals Entry' form.
  49. Select "Void" in the 'Update Vital Sign' field.
  50. Click [Select Vital Sign].
  51. Select the vitals filed for 9:00 AM and click [OK].
  52. Select the desired value in the 'Void Reason' field.
  53. Click [Submit] and [No] to exit the form.
  54. Access the 'Export Health Information' form.
  55. Select "Compile" in the 'Action' field.
  56. Select "Public Health" in the 'Target Agency Type' field.
  57. Enter the current date in the 'From Date' and 'Through Date' fields.
  58. Select "Surveillance" in the 'Type of Information' field.
  59. Click [Process].
  60. Validate a message is displayed stating: Compile Complete.
  61. Click [OK].
  62. Validate a report is displayed with the data included in the compile.
  63. Validate a record is displayed for "Client A" and it no longer contains vital sign data as both records have been voided.
  64. Close the report and the form.
Significant Findings - 'Vital Sign' records
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Vitals Entry
  • Significant Findings
Scenario 1: Significant Findings - Vital Sign
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select "Add" in the 'Update Vital Sign' field.
  3. Enter the current date in the 'Date' field.
  4. Enter "9:00 AM" in the 'Time' field.
  5. Populate all desired fields.
  6. Click [Submit] and [Yes] to return to form.
  7. Select "Add" in the 'Update Vital Sign' field.
  8. Enter the current date in the 'Date' field.
  9. Enter "3:00 PM" in the 'Time' field.
  10. Populate all desired fields.
  11. Click [Submit] and [No] to exit the form.
  12. Select "Client A" and access the 'Significant Findings' form.
  13. Enter the current date in the 'Significant Finding Date' field.
  14. Enter the current time in the 'Significant Finding Time' field.
  15. Validate the 'Findings' field contains the vitals filed in the previous steps.
  16. Validate the 'Findings' field is sorted in descending chronological order- starting with the 3:00PM vitals and ending with the 9:00AM vitals.
  17. Close the form.
Scenario 2: Significant Findings - Voided Vital Signs
Specific Setup:
  • The 'Avatar CWS->CWS Utilities->Set System Defaults->Vitals Entry->->Vitals Entry Restrictions' registry setting must be set to "N".
  • At least one dictionary code must exist in the CWS '(14112) Void Reason' dictionary.
  • A client must have an active episode. (Client A)
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select "Add" in the 'Update Vital Sign' field.
  3. Enter the current date in the 'Date' field.
  4. Enter the current time in the 'Time' field.
  5. Populate all desired fields.
  6. Click [Submit].
  7. Select "Client A" and access the 'Significant Findings' form.
  8. Enter the current date in the 'Significant Finding Date' field.
  9. Enter the current time in the 'Significant Finding Time' field.
  10. Validate the 'Findings' field contains the vitals filed in the previous steps.
  11. Select each vital filed in the previous steps and validate they display as expected.
  12. Close the form.
  13. Select "Client A" and access the 'Vitals Entry' form.
  14. Select "Void" in the 'Update Vital Sign' field.
  15. Click [Select Vital Sign].
  16. Select the vitals filed in the previous steps and click [OK].
  17. Select the desired value in the 'Void Reason' field.
  18. Click [Submit].
  19. Select "Client A" and access the 'Significant Findings' form.
  20. Enter the current date in the 'Significant Finding Date' field.
  21. Enter the current time in the 'Significant Finding Time' field.
  22. Validate the 'Findings' field does not contain the voided vitals.
  23. Close the form.
Topics
• Vitals Entry • Vitals • Significant Findings • HL7 • Export Health Information
Update 35 Summary | Details
Patient Health Profile - Problem Grid - Add To Problem popup
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • SoapUI-AddPHPData
  • Patient Health Profile
  • User Definition
  • Admission
  • Diagnosis
  • Problem List
Scenario 1: The Patient Health Profile web service has been added
Specific Setup:
  • Registry Settings: Avatar Web Services->Set System Defaults->->->->URL
  • Enter the URL where the web services reside.
  • The URL must be in the format http://[server]:[port number]/csp/[namespace]. The port number field is optional. By default, this web service is defined to use port 57773. If a web server is installed on the server, you only need to specify a port number if it is different from the port number the web is defined to use.
  • Dictionary Update:
  • Avatar CWS: File: CWS, Data Element: (2526) Problem Type: Add or note at least one value in the dictionary.
Steps
  1. Create a new project for the 'Patient Health Profile' web service.
  2. Populate the 'SystemCode', 'UserName', and 'Password' fields with the information used to log into Avatar.
  3. Within the 'PHPProblemDataObject':
  4. Input the 'Problem Type' dictionary code from Setup in the 'Type' field.
  5. Input any valid date into the 'ProblemDate' field.
  6. Input any text into the 'Status' field.
  7. Input any text into the 'Description' field.
  8. Within the 'PHPOpenCareGapsObject':
  9. Input any valid date into the 'EventDate' field.
  10. Input any text into the 'Measure' field.
  11. Input any text into the 'MeasureDescription' field.
  12. Within the 'PHPInpatientStaysObject':
  13. Input any text into the 'Type' field.
  14. Input any valid date into the 'DateOfStay' field.
  15. Input any text into the 'Facility' field.
  16. Input any text into the 'LengthOfStay' field.
  17. Input any text into the 'AdmitCOndition' field.
  18. Within the 'PHPPhysicianConsultObject':
  19. Input any valid date into the 'ConsultDate' field.
  20. Input any text into the 'Location' field.
  21. Input any text into the 'ProviderName' field.
  22. Within the 'PHPMedicationsObject'.
  23. Input any valid date into the 'EntryDate' field.
  24. Input any text into the 'Provider' field.
  25. Input any valid NDC number into the 'NDC' field (This value can come from the 'Order Code Setup' form).
  26. Within the 'PHPLabDataObject':
  27. Input any valid date into the 'LabDate' field.
  28. Input any text into the 'LabDescription' field.
  29. Input any text into the ':LabResults' field.
  30. Input any client into the 'ClientID' field.
  31. Click [Send].
  32. Verify the 'Message' field displays "PHPData web service has been filed successfully".
  33. Log into Avatar.
  34. Open the 'Patient Health Profile' form with the client for which the web service was filed.
  35. Select any value in the 'Medications - Verification' cell.
  36. Select any value in the 'Problems - Verification' cell.
  37. Click [Submit].
  38. Verify the form files without errors.
  39. Open 'Crystal Reports' or another SQL reporting tool.
  40. Create queries for SYSTEM.php_data, SYSTEM.php_problems, SYSTEM.php_open_care_gaps, SYSTEM.php_inpatient_stays, SYSTEM.php_physician_consults, and SYSTEM.php_lab_data.
  41. Verify all information displays correctly.
Scenario 2: Submitting the 'Patient Health Profile' (PHP) form
Specific Setup:
  • A 'PHP' web service must be filed successfully for a selected client.
Steps
  1. Access the 'User Definition' form.
  2. Set the 'Select User' field to the logged in user.
  3. Select "Forms and Tables" from the 'Sections' menu.
  4. Click [Select Tables for Product SQL Access].
  5. Verify that the 'php_data_submitted', 'php_data_submitted_audit', 'php_inpatient_stays', 'php_lab_data', 'php_medications', 'php_meds_submitted', 'php_meds_submitted_audit', 'php_open_care_gaps', php_physician_consult', 'php_problem_data', 'php_probs_submitted', and 'php_probs_submitted_audit' tables are selected under the 'CWSSYSTEM' schema.
  6. Click [OK].
  7. Click [Submit].
  8. Open the 'Patient Health Profile' form for the client selected when filing the web service.
  9. Select "Verified" in the 'Verification' cell in the 'Problems' grid.
  10. Click [Add To Problem List].
  11. Select any problem in the 'Problem Search' cell.
  12. Select any active status in the 'Status' cell.
  13. Click [Save].
  14. Verify all other data displays correctly.
  15. Click [Submit].
  16. Verify the form files without errors.
  17. Open the 'Problem List' form for the same selected above.
  18. Click [View/Enter Problems].
  19. Verify the problem(s) verified in the 'Problems Grid' in the 'Patient Health Profile' form has been added to this client's 'Problem List' grid.
  20. Click [Submit].
  21. Verify the problem(s) verified in the 'Problems Grid' in the 'Patient Health Profile' form has been added to this client's 'Problem List' form data.
Topics
• Web Services
Update 37 Summary | Details
Allergies and Hypersensitivities form - Allergies/Hypersensitivities Reviewed
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Allergies and Hypersensitivities
  • Admission
Scenario 1: Allergies and Hypersensitivities - Client Header
Specific Setup:
  • The 'Set 'Allergies/Reactions Reviewed' Upon Updating Allergies' registry setting must be set to "N".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must be admitted into an active episode who does not have any information filed in the 'Allergies and Hypersensitivities' form. (Client A)
Steps
  1. Access the 'Allergies and Hypersensitivities' form for "Client A".
  2. Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field.
  3. Click [Update] and [New Row].
  4. Set the 'Allergen/Reactant' field to "shellfish" and press Tab.
  5. Validate the 'Allergen/Reactant' field is equal to "SHELLFISH (MDX-2891) (SNOMED=735029006) (MDX-2891)".
  6. Set the 'Date Recognized' field to the current date and press Tab.
  7. Set the 'Status' cell to "Confirmed".
  8. Validate the 'Date Recorded' cell contains the current date and click [Save].
  9. Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field.
  10. Select 'Yes' in the' Allergies/Hypersensitivities Reviewed' field.
  11. Validate the 'Known Food Allergies' field is set to "Yes".
  12. Select "No" in the 'Known Medication Allergies' field.
  13. Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field and click [Submit].
  14. Access the 'Allergies and Hypersensitivities' form for "Client A".
  15. Validate the 'Client Header' displays "Allergies (1) " with a red icon.
  16. Click [Update] and [New Row].
  17. Set the 2nd 'Allergen/Reactant' field to "amoxicillin" and press Tab.
  18. Select "AMOXICILLIN (MDX-376) (RxNorm=723)" and click [Select].
  19. Set the 2nd 'Date Recognized' field to the current date and press Tab.
  20. Set the 2nd 'Status' field to "Confirmed".
  21. Validate the 2nd 'Date Recorded' cell contains the current date and click [Save].
  22. Validate the 'Known Medication Allergies' field is set to "Yes".
  23. Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field.
  24. Select 'Yes' in the 'Allergies/Hypersensitivities Reviewed' field and click [Submit].
  25. Access the 'Allergies and Hypersensitivities' form for "Client A".
  26. Validate the 'Client Header' displays "Allergies (2)" with a red icon.
  27. Click [Update].
  28. Select both rows created and click [Delete Row].
  29. Validate a message displays stating "Are you sure you want to delete these rows?" and click [Yes] and [Save].
  30. Select "No" in the 'Known Medication Allergies' field.
  31. Select "No" in the 'Known Food Allergies' field.
  32. Select "Yes" in the 'Allergies/Hypersensitivities Reviewed' field and click [Submit].
  33. Access the 'Allergies and Hypersensitivities' form for "Client A".
  34. Validate the Client Header text contains "Allergies (0) Allergies Reviewed = Yes (current date) No Known Medication or Food Allergies ".
Scenario 2: Allergies and Hypersensitivities - 'Set 'Allergies/Reactions Reviewed' Upon Updating Allergies' set to "Y"
Specific Setup:

The 'Set 'Allergies/Reactions Reviewed' Upon Updating Allergies' registry setting must be set to "Y".

Please log out of the application and log back in after completing the above configuration.

Steps
  1. Access the 'Admission' form.
  2. Set the 'Last Name' field to "JOHNSON" and press Tab.
  3. Set the 'First Name' field to "OLIVIA" and press Tab.
  4. Select "Female" from the 'Sex' field.
  5. Click [Search] and [New Client].
  6. Validate a message is displayed stating "Auto Assign Next ID Number" and click "Yes".
  7. Fill out all required fields, ensuring to select an Inpatient program in the 'Program' field.
  8. Click the 'Demographics' section.
  9. Fill out all 'Address' fields.
  10. Click the 'Inpatient/Partial/Day Treatment' section.
  11. Fill out all required fields.
  12. Click [Submit].
  13. Access the 'Allergies and Hypersensitivities' form.
  14. Validate that no values are selected in the 'Allergies/Hypersensitivities Reviewed' field.
  15. Validate that no values are selected in the 'Known Medication Allergies' field is not selected.
  16. Validate that no values are selected in the 'Known Food Allergies' field is not selected.
  17. Select "No" in the 'Known Medication Allergies' field.
  18. Validate that "Yes" is selected in the 'Allergies/Hypersensitivities Reviewed' field.
  19. Select "No" in the 'Known Food Allergies' field.
  20. Validate that "Yes" is selected in the 'Allergies/Hypersensitivities Reviewed' field.
  21. Select "Yes" in the 'Known Food Allergies' field.
  22. Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field.
  23. Click [Submit].
  24. Validate a message is displayed stating "'Known Food Allergies' cannot be "Yes" when no food allergies exist." and click [OK].
  25. Click [Update].
  26. Validate 'Allergy/Reactant' grid is displayed.
  27. Click [New Row].
  28. Double click the 'Allergen/Reactant' cell.
  29. Search for and select "Shellfish" in the 'Allergen/Reactant' cell and press Tab.
  30. Double click the 'Date Recognized' cell.
  31. Set the 'Date Recognized' cell to "01/01/2020" and press Tab.
  32. Double click the 'Status' cell.
  33. Select "Confirmed" and click [Select].
  34. Double click the 'Reactions' cell.
  35. Select any values and click [OK].
  36. Double click the 'Reaction Severity' cell.
  37. Select any value and click [Select] and [Save].
  38. Validate that "Yes" is selected in the 'Allergies/Hypersensitivities Reviewed' field.
  39. Validate that "Yes" is selected in the 'Known Food Allergies' field and that the field is disabled.
  40. Click [Submit].
'AUDIT.results_header' table
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Results Entry
  • Void Results
Scenario 1: Create an order, enter a Result in Results Entry, Void Results with AUDIT.resultsheader validation
Specific Setup:
  • A client must have an active episode. (Client A)
  • A lab order code must exist that is associated with an 'eVendor', has a default 'Frequency Code' of "Daily", a default 'Specimen Type' of "Blood", and a 'Default Duration (Days)' of "48 Hours". (Complete Blood Count (CBC))
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Complete Blood Count (CBC) (DAILY)" in the 'New Order' field.
  3. Validate the 'Frequency' field contains "DAILY".
  4. Validate the 'External Lab Vendor Destination' field contains the 'eVendor' associated with the order code.
  5. Validate the 'Communication Method' field has the 'Electronic' checkbox checked.
  6. Validate the 'Specimen Type' field contains "Blood".
  7. Validate the 'Duration' field contains "48" and that [Hours] is selected.
  8. Set the 'Addl Instructions' field to any value.
  9. Click [Add to Scratchpad] and [Sign].
  10. Validate the 'Order grid' contains an order for "Complete Blood Count (Blood)DAILY, Lab Vendor Staff will Collect, eVendor name"
  11. Access the 'Results Entry' form for "Client A".
  12. Select "Add" in the 'Add/Edit/Delete Result' field.
  13. Click [Select Order] and select the order that was created above.
  14. Set the 'Filler Order #' field to "1234".
  15. Search for and select "Complete Blood Count (CBC) (DAILY)" in the 'Universal Service ID Code Lookup' field.
  16. Validate the 'Universal Service ID Code' field contains "CBC".
  17. Validate the 'Universal Service ID Value' field contains "Complete Blood Count".
  18. Search for and select "lab staff MA, MD (000007)" in the 'Ordering Practitioner' field.
  19. Search for and select "Final results; results stored and verified. Can only be changed with a corrected result. (F)" in the 'Result Status Code' field.
  20. Fill out any other required fields and click [File Header Info].
  21. Validate a message is displayed stating "Header information filed." and click [OK].
  22. Select the 'Result Details' section.
  23. Select "Add" in the 'Add/Edit/Delete Result Detail' field.
  24. Click [Select Header] and select the Header information filed above.
  25. Search for and select "Complete Blood Count (CBC) (DAILY)" in the 'Observation ID Code Lookup' field.
  26. Validate the 'Observation ID Code' field contains "CBC".
  27. Validate the 'Observation ID Value' field contains "Complete Blood Count".
  28. Search for and select "Abnormal (A)" in the 'Observation Abnormal Code' field.
  29. Search for and select "Final result - can only be changed with a corrected result (F)" in the 'Observation Result Status Code' field.
  30. Click [File Detail Info].
  31. Validate a message is displayed stating "Detail information filed." and click [OK] and [Exit Option].
  32. Access the 'Void Results' form.
  33. Validate that "Void" is selected in the 'Void/Undo Void' field.
  34. Click [Display Result List/Select Result to Void] and select the result created in the steps above.
  35. Set the 'Void Reason' field to any value and click [Submit].
  36. Create a report using the 'AUDIT.resultsheader' table.
  37. Filter the report by select "Client A's PATID" in the 'PATID' field.
  38. Validate that there is one row of data displayed.
  39. Validate the 'filler_order_number' field contains "1234", which was entered in the 'Result Entry' form.
  40. Validate the 'v_client_name' field contains "Client A's name" in the format of Last Name, First Name.
  41. Validate the 'voided_by' field contains the username of the user who is logged into the application and performed the void.
  42. Validate the 'voided_date' field contains the current date, which is the date the result was voided.
  43. Validate the 'voided_time' field contains the time that the result was voided in the format #####, which is julian format that is then converted for reports.
Topics
• Allergies and Hypersensitivities • NX • Void Results
Update 38 Summary | Details
Progress Notes (Group and Individual) - Scratch To Do
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Form - Site Specific Section Modeling (CWS)
  • Site Specific Section Modeling (CWS)
  • Dynamic Form Group
  • Group Registration
  • Dynamic Form - Client Alert
  • Dynamic Form - Group Progress Notes - Note Submitted
  • Dynamic Form - document routing - sign
  • Dynamic Form - document routing - verify password
  • Dynamic Form - Progress Notes
  • Clinical Document Viewer
  • Client Alert dialog
Scenario 1: Progress Note (Group and Individual) - Select Note To Edit omitted
Specific Setup:
  • Using "Site Specific Section Modeling" verify that the "Select Note To Edit" field is excluded on the "Progress Notes (Group and Individual) Individual".
  • Choose an already established group for the test or create a new group using "Group Registration". Assign 3 clients to the non family group.
Steps
  1. Open the "Progress Notes (Group and Individual)" form.
  2. Enter a new service group default note for the group chosen/created from pre-conditions.
  3. Click "Submit Note" to submit the group default note.
  4. Exit the program.
  5. Navigate to the "To Do Widget".
  6. Validate that a scratch to do was created for each of the group members.
  7. Click on the "Progress Notes (Group and Individual)" link in the "To Do Widget" for the first client listed in the group.
  8. This populated the form with the individual's copy of the group default note.
  9. Click "Final" in the "Draft/Final" field.
  10. Click "Submit".
  11. Click "Sign" or "Accept" on the "Confirm Document" pop up.
  12. Sign the form for an electronic signature.
  13. Validate the scratch To Do is removed from the "To Do Widget".
  14. Open the "Clinical Document Viewer" form.
  15. Retrieve the document that was just filed.
  16. Validate the document displays and prints.
  17. Click on the "Progress Notes (Group and Individual)" link in the "To Do Widget" for the next client listed in the group.
  18. This populated the form with the individual's copy of the group default note.
  19. Click "Final" in the "Draft/Final" field.
  20. Click "Submit".
  21. Click "Sign" or "Accept" on the "Confirm Document" pop up.
  22. Sign the form for an electronic signature.
  23. Validate the scratch To Do is removed from the "To Do Widget".
  24. Open the "Clinical Document Viewer" form.
  25. Retrieve the document that was just filed.
  26. Validate the document displays and prints.
  27. Click on the "Progress Notes (Group and Individual)" link in the "To Do Widget" for the next client listed in the group.
  28. This populated the form with the individual's copy of the group default note.
  29. Click "Final" in the "Draft/Final" field.
  30. Click "Submit".
  31. Click "Sign" or "Accept" on the "Confirm Document" pop up.
  32. Sign the form for an electronic signature.
  33. Validate the scratch To Do is removed from the "To Do Widget".
  34. Open the "Clinical Document Viewer" form.
  35. Retrieve the document that was just filed.
  36. Validate the document displays and prints.
Scenario 2: Progress Notes (Group and Individual - Select Note To Edit included
Specific Setup:
  • Using "Site Specific Section Modeling" verify the "Select Note To Edit" field is included on the "Progress Notes (Group and Individual) Individual".
  • Choose an already established group for the test or create a new group using "Group Registration". Assign 3 clients to the non family group.
Steps
  1. Open the "Progress Notes (Group and Individual)" form.
  2. Enter a new service group default note for the group chosen/created from pre-conditions.
  3. Click "Submit Note" to submit the group default note.
  4. Exit the program.
  5. Navigate to the "To Do Widget".
  6. Validate that a scratch to do was created for each of the group members.
  7. Click on the "Progress Notes (Group and Individual)" link in the "To Do Widget" for the first client listed in the group.
  8. This populated the form with the individual's copy of the group default note.
  9. Click "Final" in the "Draft/Final" field.
  10. Click "Submit".
  11. Click "Sign" or "Accept" on the "Confirm Document" pop up.
  12. Sign the form for an electronic signature.
  13. Validate the scratch To Do is removed from the "To Do Widget".
  14. Open the "Clinical Document Viewer" form.
  15. Retrieve the document that was just filed.
  16. Validate the document displays and prints.
  17. Click on the "Progress Notes (Group and Individual)" link in the "To Do Widget" for the next client listed in the group.
  18. This populated the form with the individual's copy of the group default note.
  19. Click "Final" in the "Draft/Final" field.
  20. Click "Submit".
  21. Click "Sign" or "Accept" on the "Confirm Document" pop up.
  22. Sign the form for an electronic signature.
  23. Validate the scratch To Do is removed from the "To Do Widget".
  24. Open the "Clinical Document Viewer" form.
  25. Retrieve the document that was just filed.
  26. Validate the document displays and prints.
  27. Click on the "Progress Notes (Group and Individual)" link in the "To Do Widget" for the next client listed in the group.
  28. This populated the form with the individual's copy of the group default note.
  29. Click "Final" in the "Draft/Final" field.
  30. Click "Submit".
  31. Click "Sign" or "Accept" on the "Confirm Document" pop up.
  32. Sign the form for an electronic signature.
  33. Validate the scratch To Do is removed from the "To Do Widget".
  34. Open the "Clinical Document Viewer" form.
  35. Retrieve the document that was just filed.
  36. Validate the document displays and prints.
Vitals Entry - Blood pressure required
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Vitals Entry
Scenario 1: "Vitals Entry" form - Additional blood pressure fields
Specific Setup:
  • Avatar CWS->CWS Utilities->Set System Defaults->Vitals Entry->->Enable Multiple Blood Pressure Entry = "Y". Note that this is a one time registry setting. Once enabled, this cannot be disabled.
Steps
  1. Open "Vitals Entry" form.
  2. Select "Add" in the "Add/Edit/Delete Vital Sign" field.
  3. Enter current date in the "Date" field.
  4. Enter current time in the "Time" field.
  5. Enter any value in the Blood Pressure: "Systolic" field.
  6. Validate the Blood Pressure: "Diastolic" field becomes required.
  7. Enter any value in the Blood Pressure: "Diastolic" field.
  8. Validate the Blood Pressure "Systolic" field becomes required.
  9. Select any value in the Blood Pressure: "Position" field.
  10. Enter any value in the Blood Pressure 2: "Systolic 2" field.
  11. Validate the "Blood Pressure 2: "Diastolic 2" field becomes required.
  12. Enter any value in the Blood Pressure 2: "Diastolic 2" field.
  13. Validate the "Blood Pressure 2: "Systolic 2" field becomes required.
  14. Select any value in the Blood Pressure 2: "Position 2" field.
  15. Enter any time in the Blood Pressure 2: "Time Taken" field
  16. Enter any value in the Blood Pressure 3: "Systolic 3" field.
  17. Validate the "Blood Pressure 3: "Diastolic 3" field becomes required.
  18. Enter any value in the Blood Pressure 3: "Diastolic 3" field.
  19. Validate the "Blood Pressure 3: "Systolic 2" field becomes required.
  20. Select any value in the Blood Pressure 3: "Position 3" field.
  21. Enter any time in the Blood Pressure 3: "Time Taken" field
  22. Click [Submit].
  23. Click [Yes] on the "Submitting has completed. Do you wish to return to form?" prompt.
  24. Validate the following fields are not required on re-display of the form:
  25. "Position 2"
  26. "Position 3"
  27. "Time 2"
  28. "Time 3"
  29. Select "Edit" in the "Add/Edit/Delete Vital Sign" field.
  30. Click [Select Vital Sign].
  31. Click on the previously entered row to highlight.
  32. Click [OK].
  33. Verify the previously entered data displays as entered in previous steps.
  34. Click [Submit].
  35. Click [No] on the "Submitting has completed. Do you wish to return to form?" prompt to return to the menu.
Scenario 2: Vitals Entry - Field Validations - Single Blood Pressure
Specific Setup:
  • Avatar CWS->CWS Utilities->Set System Defaults->Vitals Entry->->Enable Multiple Blood Pressure Entry = "N". Note that this is a one time registry setting. Once enabled, this cannot be disabled.
Steps
  1. Open "Vitals Entry" form.
  2. Select "Add" in the "Add/Edit/Delete Vital Sign" field.
  3. Enter current date in the "Date" field.
  4. Enter current time in the "Time" field.
  5. Enter any value in the Blood Pressure: "Systolic" field.
  6. Validate the Blood Pressure: "Diastolic" field becomes required.
  7. Enter any value in the Blood Pressure: "Diastolic" field.
  8. Validate the Blood Pressure "Systolic" field becomes required.
  9. Select any value in the Blood Pressure: "Position" field.
  10. Click [Submit].
  11. Click [Yes] on the "Submitting has completed. Do you wish to return to form?" prompt.
  12. Select "Edit" in the "Add/Edit/Delete Vital Sign" field.
  13. Click [Select Vital Sign].
  14. Click on the previously entered row to highlight.
  15. Click [OK].
  16. Verify the previously entered data displays as entered in previous steps.
  17. Click [Submit].
  18. Click [No] on the "Submitting has completed. Do you wish to return to form?" prompt to return to the menu.
Topics
• Progress Notes • Vitals Entry
Update 43 Summary | Details
POC Results Entry - specimen collection - User with no associated staff member.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Avatar eMAR
  • POC Results Entry
Scenario 1: POC Results Entry - Collecting Specimen for a lab order as an user with no association to a staff member.
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)
  • Two users must exist in the application: one who is associated to a staff member (User A) and one who is not associated with any staff member (User B).
  • "User A" must be logged into the application.
  • 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. Log out of the application and log back in as "User B.
  7. Access the 'eMAR' widget.
  8. Click the 'Lab Orders' tab.
  9. Validate an order for "Complete Blood Count (CBC) (DAILY)" is displayed with "Specimen Collect" and no hours of administration under the current date.
  10. Complete 'Order Acknowledgement' and 'Client Education' for the "CBC" order.
  11. Select the "Specimen Collect" cell under the current date for the "Complete Blood Count (CBC) (DAILY)" order and click [Administer]
  12. Validate the 'Specimen Collection' dialog is displayed.
  13. Check the 'Accept specimen collection entered' check box and click [OK].
  14. Validate the first cell under the current date for the "Complete Blood Count (CBC) (DAILY)" orders contains the specimen collection time.
  15. Log out of the application and log back in as "User A".
  16. Validate that "Client A" is selected and access the 'POC Results Entry' form.
  17. Validate that the 'Include Inactive Orders' is defaulted to "No".
  18. Select the "Complete Blood Count (CBC)" order in the 'Order' field.
  19. Validate the 'Collection' field contains the "Collection Date, Collection Time and the staff who collected the specimen along with the staff member's credentials".
  20. 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).
  21. Validate the 'Collecting Staff' field contains the staff member associated to the user who is logged into the application and it is the staff member associated to the user who completed the specimen collection along with the staff member's credentials.
  22. Validate that the 'Add/Correct/Void' field is disabled, required and defaulted to "Add".
  23. Validate the 'Specimen Collection Date' field contains the collection date.
  24. Validate the 'Specimen Collection Time' field contains the collection time.
  25. Validate the 'Result Date' field contains the current date.
  26. Validate the 'Result Time' field contains the current time.
  27. Validate the 'Results' section is displayed.
  28. Set the 'Field Name' field to "117" and validate that "mg" is displayed next to it.
  29. Click [File].
  30. 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'.
  31. Filter the report by select "Client A's PATID" in the 'PATID' field
  32. Filter the report a second time by selecting the current date in the 'data_entry_date' field.
  33. Validate that the one row of data is displayed.
  34. 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.
  35. 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', 'specimen_collection_date', 'collectors_comment' and 'specimen_collection_time'.
  36. Filter the report using the 'PATID' field and selecting "Client A's" PATID.
  37. Filter the report a second time by selecting the current date in the 'data_entry_date' field.
  38. Validate that one row of data exists for this client.
  39. Validate that the 'result_status_code' field for this row contains a "C".
  40. Validate that the 'result_status_value' field is populated with: Correction to results.
  41. Validate that the 'universal_svc_id_code_alt' field contains "CBC".
  42. Validate that the 'universal_svc_id_val_alt' field contains "Complete Blood Count".
  43. Validate that the 'result_rpt_change_date' field contains the value that was entered in the 'Result Date' field.
  44. Validate that the 'result_rpt_change_time' field contains the value that was entered in the 'Result Time' field.
  45. Validate the 'specimen_collection_date' field contains the 'Specimen Collection Date'.
  46. Validate that the 'collectors_comment' field contains the staff member associated to the user who completed the specimen collection along with the staff member's credentials.
  47. Validate the 'specimen_collection_time' field contains the 'Specimen Collection Time'.
  48. Select "Client A" and access the 'POC Results Entry' form.
  49. Validate that the 'Include Inactive Orders' is defaulted to "No".
  50. Select the "Complete Blood Count" order in the 'Order' field.
  51. Select "Yes" in the 'Include Resulted Collections' field.
  52. Validate the 'Collection' field contains the "Collection Date, Collection Time and the staff who collected the specimen along with the staff member's credentials".
  53. Validate that "Correct" is selected by default in the 'Add/Edit/Void' field.
  54. Validate the 'Collecting Staff' field contains the staff member associated to the user who is logged into the application and it is the staff member associated to the user who completed the specimen collection along with the staff member's credentials.
  55. Validate the 'Specimen Collection Time' field contains the collection time.
  56. Validate the 'Result Time' field contains the current time.
  57. Validate that the 'Field Name' field contains "117".
  58. Set the 'Field Name' field to "125" and click [File].
  59. Refresh the report created using the 'SYSTEM.cw_vital_signs' table.
  60. Validate that the one row of data is displayed.
  61. 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.
  62. Refresh the report created using the 'SYSTEM.results_header' table.
  63. Validate that one row of data exists for this client.
  64. Validate that the 'result_status_code' field for this row contains a "C".
  65. Validate that the 'result_status_value' field is populated with: Correction to results.
  66. Validate that the 'universal_svc_id_code_alt' field contains "CBC".
  67. Validate that the 'universal_svc_id_val_alt' field contains "Complete Blood Count".
  68. Validate that the 'result_rpt_change_date' field contains the value that was entered in the 'Result Date' field.
  69. Validate that the 'result_rpt_change_time' field contains the value that was entered in the 'Result Time' field.
  70. Validate the 'specimen_collection_date' field contains the 'Specimen Collection Date.
  71. Validate that the 'collectors_comment' field contains the staff member associated to the user who completed the specimen collection along with the staff member's credentials.
  72. Validate the 'specimen_collection_time' field contains the 'Specimen Collection Time'.
  73. Select "Client A" and access the 'POC Results Entry' form.
  74. Validate that the 'Include Inactive Orders' field is defaulted to "No".
  75. Select the "Complete Blood Count" order in the 'Order' field.
  76. Select "Yes" in the 'Include Resulted Collections' field.
  77. Validate the 'Collection' field contains the "Collection Date Collection Time and the staff who collected the specimen along with the staff member's credentials".
  78. Validate that "Correct" is selected by default in the 'Add/Edit/Void' field.
  79. Validate the 'Collecting Staff' field contains the staff member associated to the user who is logged into the application and it is the staff member associated to the user who completed the specimen collection along with the staff member's credentials.
  80. Select "Void" in the 'Add/Correct/Void' field.
  81. Enter any value in the 'Void Comments' field.
  82. Click [File].
  83. Refresh the report created using the 'SYSTEM.cw_vital_signs' table.
  84. Validate that the row for this result has been removed.
  85. 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', specimen_collection_date, 'specimen_collection_time', 'voided_date', 'voided_by', 'voided_by_user_name', 'void_note', 'collectors_comment' and 'display_type_value'.
  86. Filter the report using the 'PATID' field and selecting "Client A's" PATID.
  87. Filter the report a second time by selecting the current date in the 'data_entry_date' field.
  88. Validate that one row of data exists for this client.
  89. Validate that the 'result_status_code' field for this row contains a "C".
  90. Validate that the 'result_status_value' field is populated with: Correction to results.
  91. Validate that the 'universal_svc_id_code_alt' field contains "CBC".
  92. Validate that the 'universal_svc_id_val_alt' field contains "Complete Blood Count".
  93. Validate that the 'voided_date' field contains the current date.
  94. Validate the 'voided_by' field contains the username associated with the staff member who voided the result.
  95. Validate that the 'voided_by_user_name' field contains the username associated with the staff member who voided the result.
  96. Validate that the 'void_note' field contains the value that was entered in the 'Void Comments' field.
  97. Validate that the 'result_rpt_change_date' field contains the value that was entered in the 'Result Date' field.
  98. Validate that the 'result_rpt_change_time' field contains the value that was entered in the 'Result Time' field.
  99. Validate the 'specimen_collection_date' field contains the 'Specimen Collection Date'.
  100. Validate the 'specimen_collection_time' field contains the 'Specimen Collection Time'.
  101. Validate that the 'collectors_comment' field contains the staff member associated to the user who completed the specimen collection along with the staff member's credentials.
  102. Validate that the 'display_type_value' field contains "Voided".
Scenario 2: POC Results Entry - Collecting Specimen for a lab order as a user with association to a staff member - 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)
  • Two users must exist in the application: one who is associated to a staff member (User A) and one who is not associated with any staff member (User B).
  • "User A" must be logged into the application.
  • 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 'Collection' field contains the "Collection Date, Collection Time and the staff who collected the specimen along with the staff member's credentials".
  18. 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).
  19. Validate the 'Collecting Staff' field contains the staff member associated to the user who is logged into the application and it is the staff member associated to the user who completed the specimen collection along with the staff member's credentials.
  20. Validate that the 'Add/Correct/Void' field is disabled, required and defaulted to "Add".
  21. Validate the 'Specimen Collection Date' field contains the collection date.
  22. Validate the 'Specimen Collection Time' field contains the collection time.
  23. Validate the 'Result Date' field contains the current date.
  24. Validate the 'Result Time' field contains the current time.
  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. 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', 'specimen_collection_date', 'collectors_comment' and 'specimen_collection_time'.
  34. Filter the report using the 'PATID' field and selecting "Client A's" PATID.
  35. Filter the report a second time by selecting the current date in the 'data_entry_date' field.
  36. Validate that one row of data exists for this client.
  37. Validate that the 'result_status_code' field for this row contains a "C".
  38. Validate that the 'result_status_value' field is populated with: Correction to results.
  39. Validate that the 'universal_svc_id_code_alt' field contains "CBC".
  40. Validate that the 'universal_svc_id_val_alt' field contains "Complete Blood Count".
  41. Validate that the 'result_rpt_change_date' field contains the value that was entered in the 'Result Date' field.
  42. Validate that the 'result_rpt_change_time' field contains the value that was entered in the 'Result Time' field.
  43. Validate the 'specimen_collection_date' field contains the 'Specimen Collection Date'.
  44. Validate that the 'collectors_comment' field contains the staff member associated to the user who completed the specimen collection along with the staff member's credentials.
  45. Validate the 'specimen_collection_time' field contains the 'Specimen Collection Time'.
  46. Select "Client A" and access the 'POC Results Entry' form.
  47. Validate that the 'Include Inactive Orders' is defaulted to "No".
  48. Select the "Complete Blood Count" order in the 'Order' field.
  49. Select "Yes" in the 'Include Resulted Collections' field.
  50. Validate the 'Collection' field contains the "Collection Date, Collection Time and the staff who collected the specimen along with the staff member's credentials".
  51. Validate that "Correct" is selected by default in the 'Add/Edit/Void' field.
  52. Validate the 'Collecting Staff' field contains the staff member associated to the user who is logged into the application and it is the staff member associated to the user who completed the specimen collection along with the staff member's credentials.
  53. Validate the 'Specimen Collection Time' field contains the collection time.
  54. Validate the 'Result Time' field contains the current time.
  55. Validate that the 'Field Name' field contains "117".
  56. Set the 'Field Name' field to "125" and click [File].
  57. Refresh the report created using the 'SYSTEM.cw_vital_signs' table.
  58. Validate that the one row of data is displayed.
  59. 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.
  60. Refresh the report created using the 'SYSTEM.results_header' table.
  61. Validate that one row of data exists for this client.
  62. Validate that the 'result_status_code' field for this row contains a "C".
  63. Validate that the 'result_status_value' field is populated with: Correction to results.
  64. Validate that the 'universal_svc_id_code_alt' field contains "CBC".
  65. Validate that the 'universal_svc_id_val_alt' field contains "Complete Blood Count".
  66. Validate that the 'result_rpt_change_date' field contains the value that was entered in the 'Result Date' field.
  67. Validate that the 'result_rpt_change_time' field contains the value that was entered in the 'Result Time' field.
  68. Validate the 'specimen_collection_date' field contains the 'Specimen Collection Date'.
  69. Validate that the 'collectors_comment' field contains the staff member associated to the user who completed the specimen collection along with the staff member's credentials.
  70. Validate the 'specimen_collection_time' field contains the 'Specimen Collection Time'.
  71. Select "Client A" and access the 'POC Results Entry' form.
  72. Validate that the 'Include Inactive Orders' field is defaulted to "No".
  73. Select the "Complete Blood Count" order in the 'Order' field.
  74. Select "Yes" in the 'Include Resulted Collections' field.
  75. Validate the 'Collection' field contains the "Collection Date Collection Time and the staff who collected the specimen along with the staff member's credentials".
  76. Validate that "Correct" is selected by default in the 'Add/Edit/Void' field.
  77. Validate the 'Collecting Staff' field contains the staff member associated to the user who is logged into the application and it is the staff member associated to the user who completed the specimen collection along with the staff member's credentials.
  78. Select "Void" in the 'Add/Correct/Void' field.
  79. Enter any value in the 'Void Comments' field.
  80. Click [File].
  81. Refresh the report created using the 'SYSTEM.cw_vital_signs' table.
  82. Validate that the row for this result has been removed.
  83. 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', 'voided_date', 'voided_by', 'voided_by_user_name', 'void_note', 'collectors_comment' and 'display_type_value'.
  84. Filter the report using the 'PATID' field and selecting "Client A's" PATID.
  85. Filter the report a second time by selecting the current date in the 'data_entry_date' field.
  86. Validate that one row of data exists for this client.
  87. Validate that the 'result_status_code' field for this row contains a "C".
  88. Validate that the 'result_status_value' field is populated with: Correction to results.
  89. Validate that the 'universal_svc_id_code_alt' field contains "CBC".
  90. Validate that the 'universal_svc_id_val_alt' field contains "Complete Blood Count".
  91. Validate that the 'voided_date' field contains the current date.
  92. Validate the 'voided_by' field contains the username associated with the staff member who voided the result.
  93. Validate that the 'voided_by_user_name' field contains the username associated with the staff member who voided the result.
  94. Validate that the 'void_note' field contains the value that was entered in the 'Void Comments' field.
  95. Validate that the 'collectors_comment' field contains the staff member associated to the user who completed the specimen collection along with the staff member's credentials.
  96. Validate that the 'display_type_value' field contains "Voided".
Topics
• POC Results Entry • POC Results Entry Configuration form
2021 Update 101 Summary | Details
Assessment Mapping - Mapping to Problem List
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Assessment Mapping
  • Admission
  • Patient Health Questionnaire-9
  • Ok - Cancel Dialog
  • Problem List
  • SOAPUI - Add PHQ9
Scenario 1: Assessment Mapping - Problem List - Updating Problem List
Specific Setup:
  • Admit a new client or select an existing client for this test.
  • Using the "Assessment Mapping" form, map the "Problem List" to the "Patient Health Questionnaire-9". Select one of the fields and map each of the "Assessment Response" values to an "Associated Code".
Steps
  1. Open the "Patient Health Questionnaire-9" form.
  2. Select a value in the field that was mapped in the setup.
  3. Fill out all required fields.
  4. Set "Assessment Status" to "Final".
  5. Click "Submit" button.
  6. Open the "Patient Health Questionnaire-9" form again.
  7. Select the row that was filed.
  8. Validate the correct data was filed.
  9. Open the "Problem List" form.
  10. Validate the problem mapped to the response entered is now in the Problem table.
  11. Open the "Patient Health Questionnaire-9" form.
  12. Select a different value in the field that was mapped in the setup.
  13. Fill out all required fields.
  14. Set "Assessment Status" to "Final".
  15. Click "Submit" button.
  16. Open the "Patient Health Questionnaire-9" form.
  17. Select the row that was filed.
  18. Validate the correct data was filed.
  19. Open the "Problem List" form.
  20. Validate the problem mapped to the response entered is now in the Problem table.
  21. File the PHQ9 web service, selecting a value for the Assessment Response fields and the problem code.
  22. Open the "Patient Health Questionnaire-9" form.
  23. Select the row that was filed.
  24. Validate the correct data was filed.
  25. Open the "Problem List" form.
  26. Validate the problem mapped to the response entered is now in the Problem table.
  27. File the PHQ9 web service, selecting a different value for the Assessment Response fields and the problem code.
  28. Open the "Patient Health Questionnaire-9" form.
  29. Select the row that was filed.
  30. Validate the correct data was filed.
  31. Open the "Problem List" form.
  32. Validate the problem mapped to the response entered is now in the Problem table.
  33. Re file the PHQ9 web service without changing any values on any of the fields.
  34. Open the "Problem List" form.
  35. Validate the problem mapped to the response entered is now in the Problem table.
Scenario 2: PHQ9 Web Service
Steps
  1. Using soapUI or some other method to file web services, file the WEBSVC.PHQ9.cls web service.
  2. Enter desired information for System Code, User Name, and Password.
  3. Add data for all required fields.
  4. Add data to any additional fields as desired.
  5. Send the Request.
  6. Validate the request files and a web service has been filed successfully message is received.
  7. Open the "Patient Health Questionnaire-9" form.
  8. Validate the data was filed correctly by the web service.
Topics
• Web Services • Problem List • NX • Patient Health Questionnaire - 9