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Avatar CWS 2022 Monthly Release 2022.02.01 Acceptance Tests

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Update 5 Summary | Details
Progress Notes - 'SYSTEM.cw_patient_notes' SQL table
Scenario 1: Progress Notes - File a group service and validate the 'SYSTEM.cw_patient_notes' SQL table
Specific Setup:
  • Access to Crystal Reports or other SQL Reporting Tool.
  • A practitioner is defined (Practitioner A).
  • The 'Populate the 'date_of_group_service' with group service dates only' registry setting is set to "Y".
  • A client enrolled in an existing episode (Client A).
  • A client enrolled in an existing episode (Client B).
  • (Group A) defined with two group members (Client A & Client B).
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select the "Group Default Notes" section.
  3. Enter the date of the note in the 'Date of Group' field.
  4. Select "Practitioner A" in the 'Practitioner' field.
  5. Select "New Service" in the 'Progress Note For' field.
  6. Select any value in the 'Note Type' field.
  7. Enter "Group A" in the 'Group Name or Number' field.
  8. Enter the desired value in the 'Note' field.
  9. Enter the desired group code in the 'Service Charge Code' field.
  10. Select any service program in the 'Service Program' field.
  11. File the note.
  12. Select the "Individual Progress Notes" section.
  13. Enter "Group A" in the 'Group Name or Number' field.
  14. Enter the note date in the 'Note Date' field.
  15. Select the note for "Client A" in the 'Select Note To Edit' field.
  16. Customize the progress note for "Client A".
  17. Select "Final" in the 'Draft/Final' field.
  18. File the note.
  19. Repeat steps 1n-1q for "Client B".
  20. Close the form.
  21. Access Crystal Reports or other SQL Reporting Tool.
  22. Create a report using the 'SYSTEM.cw_patient_notes' SQL table.
  23. Validate a row is displayed for the note for "Client A".
  24. Validate 'PATID' field contains PATID for "Client A".
  25. Validate the 'date_of_service' field contains the date of the service for "Client A".
  26. Validate the 'date_of_group_service' field contains the date of the service for "Client A".
  27. Validate the 'GroupID' field contains "Group A".
  28. Validate a row is displayed for the note for "Client B".
  29. Validate the 'PATID' field contains the PATID for "Client B".
  30. Validate the 'date_of_service' field contains the date of the service for "Client B".
  31. Validate the 'date_of_group_service' field contains the date of the service for "Client B".
  32. Validate the 'GroupID' field contains "Group A".
  33. Leave the report open.
  34. Access the 'Registry Settings' form.
  35. Search for and select the 'Populate the 'date_of_group_service' field with group service dates only' registry setting.
  36. Enter "N" in the 'Registry Setting Value' field.
  37. Click [Submit] and close the form.
  38. Repeat steps '1-3'.
Scenario 2: Progress Notes - File an individual service and validate the 'SYSTEM.cw_patient_notes' SQL table
Specific Setup:
  • Access to Crystal Reports or other SQL Reporting Tool.
  • A client is enrolled in an existing episode (Client A).
  • The 'Populate the 'date_of_group_service' with group service dates only' registry setting is set to "Y".
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Create a "New Service" note for "Client A".
  3. File the note.
  4. Access Crystal Reports or other SQL Reporting Tool.
  5. Create a report using the 'SYSTEM.cw_patient_notes' SQL table.
  6. Validate a row is displayed for the note for "Client A".
  7. Validate the 'date_of_service' field contains the date of the service for "Client A".
  8. Validate the 'date_of_group_service' field is blank for "Client A".
  9. Leave the report open.
  10. Access the 'Registry Settings' form.
  11. Search for and select the 'Populate the 'date_of_group_service' field with group service dates only' registry setting.
  12. Enter "N" in the 'Registry Setting Value' field.
  13. Click [Submit] and close the form.
  14. Repeat step #1.
  15. Access Crystal Reports or other SQL Reporting Tool.
  16. Refresh the report using the 'SYSTEM.cw_patient_notes' SQL table.
  17. Validate a row is displayed for the note for "Client A".
  18. Validate the 'date_of_service' field contains the date of the service for "Client A".
  19. Validate the 'date_of_group_service' field contains the date of service for "Client A".
  20. Close the report.
Topics
• Registry Settings • Progress Notes
Update 28 Summary | Details
Avatar eMAR - Lines/Tubes//Drains/Devices
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Flowsheet
Scenario 1: Avatar eMAR - Lines/Tubes/Drains/Devices - Infusions enabled
Specific Setup:
  • Avatar CareFabric 2022 Update 20, Avatar CWS 2022 Update 28, Avatar eMAR 2022 Update 15, Avatar OE 2022 Update 14 and, a myAvatar Client Update or Upgrade are required in order to utilize full functionality.
  • The ‘(22100) Applicable CareFabric LTDD Types’ extended attribute must be set to the appropriate 'Lines/Tubes/Drains/Devices' in the Order Entry Tabled Files ‘(10181) Route of Administration’ dictionary for “Intravenous”.
  • LTDD Flowsheet CarePOV must be configured
  • 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 'Flowsheet'.
  2. Click the 'LTDD' tab.
  3. Add a 'Line/Tube/Drain/Device'
  4. Access the Order Entry Console.
  5. Create an Intravenous Order (Order A).
  6. Access the 'eMAR' widget.
  7. Perform 'Client Education' and 'Order Acknowledgement' on "Order A".
  8. Double click any administration cell for "Order A".
  9. Populate the required fields and select the 'Line/Tube/Drain/Device' created in Flowsheet.
  10. File the administration and validate the selected cell contains the appropriate administration information.
Scenario 2: Avatar eMAR - Lines/Tubes/Drains/Devices - Infusions disabled
Specific Setup:
  • Avatar CareFabric 2022 Update 20, Avatar CWS 2022 Update 28, Avatar eMAR 2022 Update 15, Avatar OE 2022 Update 14 and, a myAvatar Client Update or Upgrade are required in order to utilize full functionality.
  • LTDD Flowsheet CarePOV must be configured
  • 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 'Flowsheet'.
  2. Click the 'LTDD' tab.
  3. Add a 'Line/Tube/Drain/Device'
  4. Access the Order Entry Console.
  5. Create an Intravenous Order (Order A).
  6. Access the 'eMAR' widget.
  7. Perform 'Client Education' and 'Order Acknowledgement' on "Order A".
  8. Double click any administration cell for "Order A".
  9. Populate the required fields and select the 'Line/Tube/Drain/Device' created in Flowsheet.
  10. File the administration and validate the selected cell contains the appropriate administration information.
Topics
• Avatar eMAR
Update 30 Summary | Details
Treatment Plan - Retain Signature
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
  • Create New Treatment Plan
  • Dynamic Form Create Treatment Plan
  • Dynamic Form Create New Treatment Plan
  • Dynamic Form - Site Specific Section Modeling (CWS)
  • Site Specific Section Modeling (CWS)
  • Treatment Plan Number 6
  • Please Sign Dialog
  • System Security Defaults
Scenario 1: Treatment Plan - Form Validations
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Document Routing is enabled on the 'Treatment Plan' Form.
  • 'My To Do's' widget is enabled on the 'myDay' view.
  • Please note: Text wrap feature is for Avatar NX systems only.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter "T" in the 'Plan Date' field.
  3. Validate the current date is displayed in the 'Plan Date' field.
  4. Click [Plan Date T].
  5. Validate the current date is displayed in the 'Plan Date' field.
  6. Select the desired date in the 'Plan Date' field.
  7. Select the desired value in the 'Plan Type' field.
  8. Select "Draft" in the 'Treatment Plan Status' field.
  9. Validate the 'Problems' label displays above the 'Problems' grid.
  10. Validate the 'Plan Participants' label displays above the 'Plan Participants' grid.
  11. Populate any desired fields.
  12. Click [Submit].
  13. Select "Client A" and access the 'Treatment Plan' form.
  14. Verify the plan filed in the previous steps.
  15. Click [Launch Plan] and [Add New Problem].
  16. Populate required and desired fields.
  17. Enter a very long string of characters in the 'Problem' field.
  18. Click [Add New Goal].
  19. Enter a very long string of characters in the 'Goal' field.
  20. Click [Add New Objective].
  21. Enter a very long string of characters in the 'Objective' field.
  22. Click [Add New Intervention].
  23. Enter a very long string of characters in the 'Intervention' field.
  24. Check off the 'Wrap Text' field.
  25. Validate the text is wrapped.
  26. Uncheck the 'Wrap Text' field.
  27. Validate the text is not wrapped.
  28. Click [Return to Plan] and [OK].
  29. Click [Final - Treatment Plan Status] and [Submit].
  30. Sign the plan.
  31. Select "Client A" and navigate to 'To Do's' widget.
  32. Verify the 'Documents to Sign' field contains the Treatment Plan filed in the previous steps.
  33. Click [Review].
  34. Verify the 'Document Preview' contains the information filed in the previous steps.
  35. Click [Sign] and [Close].
  36. Select "Client A" and access the 'Treatment Plan' form.
  37. Select the finalized treatment plan from the previous steps.
  38. Click [Edit]
  39. Validate a 'Treatment Plan' dialog stating "This plan is marked as Final. Changes are not allowed. Do you want to continue?"
  40. Click [Yes].
  41. Validate the data displays.
  42. Click [Launch Plan].
  43. Select an item from the treatment plan.
  44. Validate the field are disabled.
  45. Validate the user is unable to drag and drop an item from the library to the treatment plan.
  46. Click [Return to Plan].
  47. Close the form.
Scenario 2: Treatment Plan - Obtain Signature
Specific Setup:
  • Citrix Users - Citrix Versions (pre - 7.6) - BSB / BBSB pads are supported.
  • The 'Treatment Plan' form must have a signature field.
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the desired date in the 'Plan Date' field.
  3. Select the desired value in the 'Plan Type' field.
  4. Select "Draft" in the 'Treatment Plan Status' field.
  5. Click [Launch Plan].
  6. Add the desired treatment plan items.
  7. Click [Return To Plan].
  8. Click [Sign] in the 'Signature' field.
  9. Validate the 'Please Sign On Signature Pad' dialog is displayed.
  10. Sign on the signature pad.
  11. Validate the dialog contains the signature.
  12. Click [Cancel].
  13. Disconnect the signature pad.
  14. Click [Sign] in the 'Signature' field.
  15. Validate the 'Please Sign Below' dialog is displayed.
  16. Use the mouse to sign in the dialog box.
  17. Validate the dialog contains the signature.
  18. Click [OK].
  19. Validate the 'Please Sign Below' dialog is no longer displayed.
  20. Validate the 'Signature' field contains the signature.
  21. Click [Sign] in the 'Signature' field.
  22. Validate the 'Please Sign On Signature Pad' dialog is displayed.
  23. Select "Final" in the 'Treatment Plan Status' field.
  24. Submit the form.
Progress Notes (Group and Individual) - Client Alerts
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Form Group
  • Group Registration
  • Dynamic Form - Group Progress Notes - Note Submitted
  • Client Alerts (PM)
  • Dynamic Form-Progress Note-Group Tab
  • Dynamic Form Group Default Notes Warning
  • Block Client Chart
  • Dynamic Form Blocked Client
Scenario 1: Progress Notes (Group and Individual) - Group - Client Alerts
Specific Setup:
  • Select or create a group of 3 individuals using "Group Registration".
  • Using the "Document Routing Setup" form, enable document routing for the "Progress Notes (Group and Individual)" form.
Steps
  1. Open the "Progress Notes (Group and Individual)" form.
  2. Create a Group Default Note.
  3. File the Group Default Note.
  4. Select the group note that was just created.
  5. Note who the 2nd client in the "Select Group Note To Edit" field on the form.
  6. Leave this form open and open the "Client Alerts" form.
  7. Create an Error alert for the 2nd client from the "Progress Notes (Group and Individual)".
  8. File the "Client Alerts" form.
  9. Return to the "Progress Notes (Group and Individual)" form.
  10. Finalize the note for the 1st client listed in the "Select Group Note to Edit".
  11. After the "Note Filed" message, there is a message for the Client that has the Error alert.
  12. The program will skip over the client with the alert and move on to the last client in the "Select Group Note To Edit" field.
  13. Finalize the note for the last client in the group.
  14. Close the "Progress Notes (Group and Individual)" form.
  15. Open the "Client Alerts" form.
  16. Delete the alert that was just created.
  17. Open the "Progress Notes (Group and Individual)" form.
  18. Create a Group Default Note.
  19. File the Group Default Note.
  20. Select the group note that was just created.
  21. Note who the 2nd client in the "Select Group Note To Edit" field on the form.
  22. Leave this form open and open the "Client Alerts" form.
  23. Create a warning alert for the 2nd client from the "Progress Notes (Group and Individual)".
  24. File the "Client Alerts" form.
  25. Finalize the note for the 1st client listed in the "Select Group Note to Edit".
  26. After the "Note Filed" message, there is a message for the Client that has the warning alert.
  27. Finalize the note for the client with the warning message.
  28. Finalize the note for the last client in the group.
  29. Close the "Progress Notes (Group and Individual)" form.
  30. Open the "Client Alerts" form.
  31. Delete the alert that was just created.
  32. Open the "Block Client Chart" form.
  33. Block the 2nd client in the "Select Group Note To Edit" field.
  34. Set it up to Block All Users.
  35. Open the "Progress Notes (Group and Individual)" form.
  36. It notifies right away that one of the clients in the group is blocked.
  37. The client that is blocked is omitted from the "Select Group Note To Edit".
  38. Close the form.
  39. Open the "Block Client Chart" form.
  40. Click "Delete Selected Item".
  41. Submit the form.
Scenario 2: Progress Notes (Group and Individual) - Individual - Client Alerts
Specific Setup:
  • Using the "Document Routing Setup" form, enable document routing for "Progress Notes (Group and Individual)" form.
Steps
  1. Open the "Client Alerts" form.
  2. Set up an error alert for a test client.
  3. File to Submit.
  4. Open the "Progress Notes (Group and Individual)" form.
  5. Select the client with the alert.
  6. An error message display indicating you can't access the form for the client.
  7. The process is cancelled.
  8. Open "Client Alerts".
  9. Delete the Error alert for the client.
  10. Add a warning alert for the client.
  11. Open the "Progress Notes (Group and Individual)" form.
  12. Select the client.
  13. A warning message is displayed.
  14. Complete the progress note.
Topics
• Treatment Plan • NX
Update 46 Summary | Details
Treatment Plan items are enhanced for special characters.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
  • Home View - Recent Clients
  • HomeView.Recent Clients
Scenario 1: Treatment Plan Definition - Import Library
Specific Setup:
  • A treatment plan library has been imported using 'Treatment Plan Definition' form.
  • The imported library must contain plan levels defined with special characters such as ampersands, single quotes, or double quotes.
Steps
  1. Open 'Treatment Plan' or any copy of the core 'Treatment Plan' form for Client A.
  2. Complete required fields on the 'Plan Page' and click [Launch Plan].
  3. In the Library list, click on the imported library.
  4. Double click on any problem to display the remaining library elements.
  5. Drag and drop the 'Problem' into the treatment plan tree display.
  6. Drag and drop the 'Goal' into the treatment plan tree display, selecting a 'Goal with special characters in the description.
  7. Drag and drop the 'Objective' into the treatment plan tree display, selecting a 'Objective' with special characters in the description.
  8. Drag and drop the 'Intervention' into the treatment plan tree display, selecting a 'Intervention' with special characters in the description.
  9. Complete any required fields for each plan level.
  10. Click [Back to Plan Page].
  11. Finalize the plan.
  12. Right mouse on Client A and select 'Display Chart'.
  13. Display the 'Treatment Plan' just completed.
  14. Verify the data is complete with the special characters.
  15. Close the client chart.
Treatment Plan 'Launch Plan' will allow field logic to execute.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
Scenario 1: Treatment Plan - Site Specific Section Modeling field logic validation
Specific Setup:
  • Two SS Dictionary Fields are enabled on the Problem, Goal, Objective, and Intervention levels via Site Specific Section Modeling.
  • Two SS Free Text Fields are enabled on the Problem, Goal, Objective, and Intervention levels via Site Specific Section Modeling.
  • Using 'Dictionary Update' for CWS file, add the following values to each of the dictionaries added in SSSM: None, Require, Require Clear (or any values you choose).
  • In SSSM form, for the first SS Dictionary, add events for each of the dictionary entries: None - unrequire the first free text field; Require - require the first free text field, and Require Clear - require and clear the first free text field.
  • In SSSM form, for the second SS Dictionary, add events for each of the dictionary entries: None - unrequire the first free text field; Require - require the first free text field, and Require Clear - require and clear the first free text field.
  • Repeat the above Event logic for all plan levels.
Steps

Note that this testing scenario is in response to an issue that was specific to a few agencies and may not apply to your agency processing.

  1. Open the Treatment Plan form where the Site Specific fields were added for Client A.
  2. Complete all required fields and click [Launch Plan].
  3. Select a 'Problem' from a library, or add a 'Problem' manually.
  4. Complete all required fields.
  5. For the first dictionary, select 'Require'.
  6. For the second dictionary, select 'Require Clear'.
  7. Complete the associated text fields.
  8. Repeat steps 3 - 7 for the 'Goal', 'Objective', and 'Intervention' plan levels.
  9. Click [Back to Plan Page].
  10. Click [Launch] for the same plan.
  11. Note that the Free Text fields are set to required.
  12. Complete the plan as needed.
  13. Click [Back to Plan Page].
  14. Click [Submit].
Progress Notes alert display of Client Authorizations
Scenario 1: Managed Care Authorization warning messages will be displayed consistently Progress Notes.
Specific Setup:
  • A client (Client A) has Managed Care Authorizations on file. Note the authorizations available. Testing will require the authorizations to be exhausted in the Progress Notes (Group and Individual) form.
  • Registry Setting 'Multiple Start and End Times to Document Sessions' is set to 'Y' for any Progress Notes (Group and Individual) form.
Steps
  1. Open Progress Notes (Group and Individual) form for Client A.
  2. Create a note for a 'New Service'.
  3. Set the 'Date of Service' to be within the date range as defined on the 'Managed Care Authorizations' form.
  4. Select a 'Practitioner'.
  5. Select the 'Service Program'.
  6. Select a 'Service Charge Code' that is authorized as defined on the 'Managed Care Authorizations' form.
  7. Set the 'Session Start Time' to any time.
  8. Set the 'Session End Time' to any time.
  9. Click [Add/Update].
  10. Depending on how many services are authorized, a message will display: 'Authorizations On File For Guarantor <GuarantorName (99999)> Are Exhausted With Entered Services.'
  11. Click [OK] to ignore the warning and continue filing the note or click [Cancel] to abort the note filing.
Progress Note import validation for 'Location' field.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Site Specific Section Modeling Import/Export (CWS)
Scenario 1: The 'Site Specific Section Modeling Import/Export' form is updated to prevent errors when importing/exporting a Site Specific Section Modeled Progress Note with a default location defined.
Specific Setup:
  • Changes have been filed in 'Site Specific Section Modeling' for the 'Progress Notes (Group and Individual)' form or any copy of the form.
Steps

NOTE: Any agencies where this error was seen must export/import their copy of the Progress Notes form again after this update is installed.

  1. Open 'Site Specific Section Modeling Import/Export' form.
  2. Select the Progress Notes form to be exported/imported from the 'Select Form to Export' drop down field.
  3. Click [Begin Export].
  4. Select a location for the exported file to be saved in.
  5. Click [Select Import File].
  6. Click [OK] on the message "Warning!! The file upload process may take a few minutes to process"
  7. Select the file to import from the saved location.
  8. Click [OK] on the 'File Upload Complete' message.
  9. Click [Begin Import Scan]
  10. Click [Process Import File].
  11. Click [OK] on the 'Import Complete' message.
  12. Click [Close Form].
  13. Open the form which was imported.
  14. Complete all required fields and file.
  15. Verify no errors are displayed.
Progress Notes web services will validate numeric fields.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual) Web Service
Scenario 1: Progress Note (Group and Individual) Web Service is updated to display an error when non-numeric data is entered in Site Specific Integer fields.
Specific Setup:
  • Access to SoapUI or other web services tool.
  • One or more Site Specific Integer fields have been added to the Progress Notes (Group and Individual) form using the 'Site Specific Section Modeling' form.
Steps

Internal testing only

Client Authorizations will validate when a practitioner is modified.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Authorization Warning
Scenario 1: Authorization validation will use the practitioner entered on Ambulatory Progress Notes rather than the associated logged in user.
Specific Setup:
  • Log in as a user who is associated to a practitioner.
  • A practitioner is associated to Managed Care Authorizations for a testing client (Client A), which is not the same practitioner as the logged in user.
Steps
  1. Open 'Ambulatory Progress Notes' form for Client A.
  2. Select 'New Service' in the 'Progress Notes For' field.
  3. Set the 'Date of Service' to any date within the authorization range for Client A.
  4. Change the 'Practitioner' to the practitioner associated with the authorization for Client A.
  5. Select a 'Service Code' which will produce an authorization warning for Client A.
  6. A message displays: 'Authorizations On File For Guarantor <GuarantorName (99999)> Are Exhausted With Requested Services'
  7. Click [OK] to continue to file the note.
  8. File the note.
  9. Display the note in the 'Chart View' for Client A.
  10. Verify that the Practitioner is set to the manually entered practitioner in the note.
  11. Close the chart.
Topics
• Treatment Plan • NX • Treatment Plan Definition • Progress Notes • Site Specific Section Modeling Import/Export • Site Specific Section Modeling • Web Services
Update 53 Summary | Details
Results Header - Result Interpreter Name
Scenario 1: Displaying Name & Credentials correctly when lab resulted(CWS)
Steps

Internal Testing Only

Ordering Provider Name
Scenario 1: Displaying Name & Credentials correctly when lab resulted(CWS)
Steps

Internal Testing Only
Topics
• NX • myAvatar/myAvatar NX
Update 54 Summary | Details
Avatar CWS - 'Export Health Information' form
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
  • Client Health Maintenance
  • Results Entry
Scenario 1: Export Health Information - Surveillance
Specific Setup:
  • Avatar is configured to integrate with CareConnect and vice versa.
  • 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
  1. Access the 'Registry Settings' form.
  2. Enter "Public Health Reporting Service URL" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Validate the 'Registry Setting' field contains "Avatar CWS->Clinical Information Exchange->->->->Public Health Reporting Service URL".
  5. Validate the 'Registry Setting Details' field contains "Allows the URL of the Public Health Reporting Web Service to be specified by the value entered. Please note: If the 'Avatar CareFabric' module is loaded and enabled (requires Avatar CareFabric 2022 Update #36) then SDK based services will be used and the form 'Export Health Information' will no longer need this registry setting and it will no longer require the 'CareConnect Security Configuration' form to be submitted."
  6. Close the form.
  7. Select "Client A" and access the 'Health and Review of Systems' form.
  8. Enter the current date in the 'Assessment Date' field.
  9. Select "Established" in the 'Type Of Client' field.
  10. Populate all desired fields.
  11. Select "Yes" in the 'Include in 'Include In Syndromic Reporting' field.
  12. Select "Final" in the 'Draft/Final' field.
  13. Click [Submit] and [Yes].
  14. Click [Add] to add another assessment.
  15. Enter the current date in the 'Assessment Date' field.
  16. Select "Established" in the 'Type Of Client' field.
  17. Populate all desired fields.
  18. Select "No" in the 'Include in 'Include In Syndromic Reporting' field.
  19. Select "Final" in the 'Draft/Final' field.
  20. Click [Submit] and [No].
  21. Access the 'Export Health Information' form.
  22. Select "Compile" in the 'Action' field.
  23. Select "Public Health' in the 'Target Agency Type' field.
  24. Enter the current date in the 'From Date' and 'Through Date' field.s
  25. Select "Surveillance" in the 'Type of Information' field.
  26. Click [Process].
  27. Validate a message is displayed stating: Compile Complete.
  28. Click [OK].
  29. Validate a report is displayed with the assessment included in the compile.
  30. Validate the report contains only the assessment that had "Yes" selected in the 'Include In Syndromic Reporting' field.
  31. Close the report.
  32. Select "Post" in the 'Action' field.
  33. Select the file compiled in the previous steps.
  34. Select "Flat File" in the 'Transmit Via' field.
  35. Click [Process].
  36. Validate a message is displayed stating: File(s) created.
  37. Click [OK] and close the form.
  38. Access Crystal Reports or other SQL Reporting tool.
  39. Select the CWS namespace.
  40. Create a report using the 'SYSTEM.health_info_export_log' table.
  41. 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.
  42. Validate the 'PATID' field contains "Client A".
  43. Validate the 'batch_id' field contains a unique identifier (ex. 66158.00001).
  44. Validate the 'data_entry_by' field contains the user.
  45. Validate the 'export_date' field contains the export date.
  46. Validate the 'export_time' field contains the export time.
  47. Validate the 'export_type_code' field contains "FlatFile".
  48. Validate the 'export_type_value' field contains "Flat File".
  49. Validate the 'link_to_source_data' field contains a unique id (ex. HRS66158.001).
  50. Validate the 'source_activity_date' field contains the date the assessment was filed.
  51. Access the 'Export Health Information' form.
  52. Select "Compile" in the 'Action' field. Please note: we will be re-compiling the same data compiled in the previous steps.
  53. Select "Public Health" in the 'Target Agency Type' field.
  54. Enter the current date in the 'From Date' and 'Through Date' fields.
  55. Select "Surveillance" in the 'Type of Information' field.
  56. Click [Process].
  57. Validate a message is displayed stating: Compile Complete.
  58. Click [OK].
  59. Validate a report is displayed with the assessment included in the compile.
  60. Validate the report contains only the assessment that had "Yes" selected in the 'Include In Syndromic Reporting' field.
  61. Close the report.
  62. Select "Post" in the 'Action' field.
  63. Select the file compiled in the previous steps.
  64. Select "CareConnect" in the 'Transmit Via' field.
  65. Click [Process].
  66. Validate a message is displayed stating: Post Complete.
  67. Click [OK].
  68. After a few moments, select "View" in the 'Action' field.
  69. Select the file posted in the previous steps.
  70. Validate the 'CareConnect Status' field contains "Surveillance: Transmission Status: Sent". Please note: this may take a few moments before passing through the CareConnect queue.
  71. Click [Process].
  72. Validate a report is displayed with the assessment that has been posted.
  73. Close the report and the form.
  74. Access Crystal Reports or other SQL Reporting tool.
  75. Refresh the report using the 'SYSTEM.health_info_export_log' table.
  76. Validate a second row is displayed for the same assessment.
  77. Validate the 'batch_id' field contains a unique identifier (ex. 66158.00002).
  78. Validate the 'export_type_code' field contains "CareConnect".
  79. Validate the 'export_type_value' field contains "CareConnect".
  80. 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).
  81. Close the report.
Scenario 2: Export Health Information - Immunizations
Specific Setup:
  • Avatar is configured to integrate with CareConnect and vise versa.
  • 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.
  • The 'Provided By' data element is defined with "Facility" and "Other" dictionary values in the 'Dictionary Update (CWS)' form.
  • The 'Facility or External Provider' extended dictionary value must be set to "Facility" for the "Facility" dictionary value.
  • The 'Facility or External Provider' extended dictionary value must be set to any historical value for the "Other" dictionary value.
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Public Health Reporting Service URL" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Validate the 'Registry Setting' field contains "Avatar CWS->Clinical Information Exchange->->->->Public Health Reporting Service URL".
  5. Validate the 'Registry Setting Details' field contains "Allows the URL of the Public Health Reporting Web Service to be specified by the value entered. Please note: If the 'Avatar CareFabric' module is loaded and enabled (requires Avatar CareFabric 2022 Update #36) then SDK based services will be used and the form 'Export Health Information' will no longer need this registry setting and it will no longer require the 'CareConnect Security Configuration' form to be submitted."
  6. Close the form.
  7. Access the 'Client Health Maintenance' form.
  8. Select "Client A" in the 'Client ID' field.
  9. Click [Update].
  10. Select "Adenovirus Types 4 and 7 (143)" in the 'Vaccine' field.
  11. Select the desired value in the 'Dose' field.
  12. Select "Facility" in the 'Provided By' field.
  13. Enter the current date in the 'Date' field.
  14. Enter the current time in the 'Time' field.
  15. Enter the desired value in the 'Amount' field.
  16. Select the desired value in the 'Unit' field.
  17. Select the desired value in the 'Route' field.
  18. Enter the desired value in the 'NDC' field.
  19. Select the desired value in the 'Manufacturer' field.
  20. Enter the desired value in the 'Lot #' field.
  21. Enter the desired date in the 'Exp Date' field.
  22. Select the desired practitioner in the 'Ordered By' field.
  23. Select the desired practitioner in the 'Administered By' field.
  24. Select "New Immunization Record" in the 'Source Of Immunization' field.
  25. Click [New Row].
  26. Select "Anthrax (24)" in the 'Vaccine' field.
  27. Enter the desired value in the 'Dose' field.
  28. Select "Other" in the 'Provided By' field.
  29. Enter the current date in the 'Date' field.
  30. Enter the current time in the 'Time' field.
  31. Select "Historical Information - From Birth Certificate" in the 'Source of Immunization' field.
  32. Click [Save] and [Submit].
  33. Access the 'Export Health Information' form.
  34. Select "Compile" in the 'Action' field.
  35. Select "Public Health' in the 'Target Agency Type' field.
  36. Enter the current date in the 'From Date' and 'Through Date' field.s
  37. Select "Immunizations" in the 'Type of Information' field.
  38. Click [Process].
  39. Validate a message is displayed stating: Compile Complete.
  40. Click [OK].
  41. Validate a report is displayed with the immunization included in the compile.
  42. Validate the report contains only the immunization provided by "Facility".
  43. Close the report.
  44. Select "Post" in the 'Action' field.
  45. Select the file compiled in the previous steps.
  46. Select "Flat File" in the 'Transmit Via' field.
  47. Click [Process].
  48. Validate a message is displayed stating: File(s) created.
  49. Click [OK] and close the form.
  50. Access Crystal Reports or other SQL Reporting tool.
  51. Select the CWS namespace.
  52. Create a report using the 'SYSTEM.health_info_export_log' table.
  53. Validate there is a row displayed for the immunization provided by the "Facility" that was posted in the previous steps.
  54. Validate the 'PATID' field contains "Client A".
  55. Validate the 'batch_id' field contains a unique identifier (ex. 66158.00001).
  56. Validate the 'data_entry_by' field contains the user.
  57. Validate the 'export_date' field contains the export date.
  58. Validate the 'export_time' field contains the export time.
  59. Validate the 'export_type_code' field contains "FlatFile".
  60. Validate the 'export_type_value' field contains "Flat File".
  61. Validate the 'link_to_source_data' field contains a unique id (ex. HMI.00001).
  62. Validate the 'source_activity_date' field contains the date the immunization was filed.
  63. Access the 'Export Health Information' form.
  64. Select "Compile" in the 'Action' field. Please note: we will be re-compiling the same data compiled in the previous steps.
  65. Select "Public Health" in the 'Target Agency Type' field.
  66. Enter the current date in the 'From Date' and 'Through Date' fields.
  67. Select "Immunizations" in the 'Type of Information' field.
  68. Click [Process].
  69. Validate a message is displayed stating: Compile Complete.
  70. Click [OK].
  71. Validate a report is displayed with the immunization included in the compile.
  72. Validate the report contains only the immunization provided by "Facility".
  73. Close the report.
  74. Select "Post" in the 'Action' field.
  75. Select the file compiled in the previous steps.
  76. Select "CareConnect" in the 'Transmit Via' field.
  77. Validate a message is displayed stating: Post Complete.
  78. Click [OK].
  79. After a few moments, select "View" in the 'Action' field.
  80. Select the file posted in the previous steps.
  81. Validate the 'CareConnect Status' field contains "Immunizations: Transmission Status: Sent". Please note: this may take a few moments before passing through the CareConnect queue.
  82. Click [Process].
  83. Validate a report is displayed with the immunization that has been posted.
  84. Close the report and the form.
  85. Access Crystal Reports or other SQL Reporting Tool.
  86. Refresh the report using the 'SYSTEM.health_info_export_log' table.
  87. Validate a second row is displayed for the immunization that has now been posted twice.
  88. Validate the 'batch_id' field contains a unique identifier (ex. 66158.00002).
  89. Validate the 'export_type_code' field contains "CareConnect".
  90. Validate the 'export_type_value' field contains "CareConnect".
  91. Validate the 'link_to_source_data' field contains the same value as the first row since it is the same immunization and not a new one (ex. HMI.00001).
  92. Close the report.
Scenario 3: Export Health Information - Lab Results
Specific Setup:
  • Avatar is configured to integrate with CareConnect and vise versa.
  • 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.
  • Must have a LOINC defined that has "Yes" selected in the 'Reportable LOINC Code' field in the 'Logical Observation Identifiers (LOINC)' form.
  • Must have a LOINC defined that has "No" selected in the 'Reportable LOINC Code' field in the 'Logical Observation Identifiers (LOINC)' form.
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Public Health Reporting Service URL" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Validate the 'Registry Setting' field contains "Avatar CWS->Clinical Information Exchange->->->->Public Health Reporting Service URL".
  5. Validate the 'Registry Setting Details' field contains "Allows the URL of the Public Health Reporting Web Service to be specified by the value entered. Please note: If the 'Avatar CareFabric' module is loaded and enabled (requires Avatar CareFabric 2022 Update #36) then SDK based services will be used and the form 'Export Health Information' will no longer need this registry setting and it will no longer require the 'CareConnect Security Configuration' form to be submitted."
  6. Close the form.
  7. Select "Client A" and access the 'Results Entry' form.
  8. Select "Add" in the 'Add/Edit/Delete Result' field.
  9. Enter the desired value in the 'Filler Order #' field.
  10. Select the desired value in the 'Universal Service ID Code Lookup' field.
  11. Enter the current date in the 'Specimen Collected Date' field.
  12. Enter the current time in the 'Specimen Collected Time' field.
  13. Enter the current date in the 'Specimen Received Date' field.
  14. Enter the current time in the 'Specimen Received Time' field.
  15. Click [File Header Info].
  16. Validate a message is displayed stating: Header information filed.
  17. Click [OK].
  18. Select the "Result Details" section.
  19. Select "Add" in the 'Add/Edit/Delete Result Detail' field.
  20. Validate the 'Header' field contains the header filed in the previous steps.
  21. Enter the reportable LOINC Code in the 'Observation ID Code' field.
  22. Enter the current date in the 'Observation Date' field.
  23. Enter the current time in the 'Observation Time' field.
  24. Click [File Detail Info].
  25. Validate a message is displayed stating: Detail information filed.
  26. Click [OK] and close the form.
  27. Select "Client A" and access the 'Results Entry' form.
  28. Select "Add" in the 'Add/Edit/Delete Result' field.
  29. Enter the desired value in the 'Filler Order #' field.
  30. Select the desired value in the 'Universal Service ID Code Lookup' field.
  31. Enter the current date in the 'Specimen Collected Date' field.
  32. Enter the current time in the 'Specimen Collected Time' field.
  33. Enter the current date in the 'Specimen Received Date' field.
  34. Enter the current time in the 'Specimen Received Time' field.
  35. Click [File Header Info].
  36. Validate a message is displayed stating: Header information filed.
  37. Click [OK].
  38. Select the "Result Details" section.
  39. Select "Add" in the 'Add/Edit/Delete Result Detail' field.
  40. Validate the 'Header' field contains the header filed in the previous steps.
  41. Enter the non-reportable LOINC Code in the 'Observation ID Code' field.
  42. Enter the current date in the 'Observation Date' field.
  43. Enter the current time in the 'Observation Time' field.
  44. Click [File Detail Info].
  45. Validate a message is displayed stating: Detail information filed.
  46. Click [OK] and close the form.
  47. Access the 'Export Health Information' form.
  48. Select "Compile" in the 'Action' field.
  49. Select "Public Health" in the 'Target Agency Type' field.
  50. Enter the current date in the 'From Date' and 'Through Date' field.
  51. Select "Lab Results" in the 'Type of Information' field.
  52. Click [Process].
  53. Validate a message is displayed stating: Compile Complete.
  54. Click [OK].
  55. Validate a report is displayed with the lab result included in the compile.
  56. Validate the report contains only the lab result that had the reportable LOINC Code.
  57. Close the report.
  58. Select "Post" in the 'Action' field.
  59. Select the file compiled in the previous steps.
  60. Select "Flat File" in the 'Transmit Via' field.
  61. Click [Process].
  62. Validate a message is displayed stating: File(s) created.
  63. Click [OK] and close the form.
  64. Access Crystal Reports or other SQL Reporting tool.
  65. Select the CWS namespace.
  66. Create a report using the 'SYSTEM.health_info_export_log' table.
  67. Validate there is a row displayed for only the lab result that had the reportable LOINC Code that was posted in the previous steps.
  68. Validate the 'PATID' field contains "Client A".
  69. Validate the 'batch_id' field contains a unique identifier (ex. 66158.00001).
  70. Validate the 'data_entry_by' field contains the user.
  71. Validate the 'export_date' field contains the export date.
  72. Validate the 'export_time' field contains the export time.
  73. Validate the 'export_type_code' field contains "FlatFile".
  74. Validate the 'export_type_value' field contains "Flat File".
  75. Validate the 'link_to_source_data' field contains a unique id (ex. 600).
  76. Validate the 'source_activity_date' field contains the specimen collected date.
  77. Access the 'Export Health Information' form.
  78. Select "Compile" in the 'Action' field. Please note: we will be re-compiling the same data compiled in the previous steps.
  79. Select "Public Health" in the 'Target Agency Type' field.
  80. Enter the current date in the 'From Date' and 'Through Date' fields.
  81. Select "Lab Results" in the 'Type of Information' field.
  82. Click [Process].
  83. Validate a message is displayed stating: Compile Complete.
  84. Click [OK].
  85. Validate a report is displayed with the lab result included in the compile.
  86. Validate the report contains only the lab result that that had the reportable LOINC Code.
  87. Close the report.
  88. Select "Post" in the 'Action' field.
  89. Select the file compiled in the previous steps.
  90. Select "CareConnect" in the 'Transmit Via' field.
  91. Click [Process].
  92. Validate a message is displayed stating: Post Complete.
  93. Click [OK].
  94. After a few moments, select "View" in the 'Action' field.
  95. Select the file posted in the previous steps.
  96. Validate the 'CareConnect Status' field contains "Lab Results: Transmission Status: Sent". Please note: this may take a few moments before passing through the CareConnect queue.
  97. Click [Process].
  98. Validate a report is displayed with the lab result that has been posted.
  99. Close the report and the form.
  100. Access Crystal Reports or other SQL Reporting tool.
  101. Refresh the report using the 'SYSTEM.health_info_export_log' table.
  102. Validate a second row is displayed for the same lab result.
  103. Validate the 'batch_id' field contains a unique identifier (ex. 66158.00002).
  104. Validate the 'export_type_code' field contains "CareConnect".
  105. Validate the 'export_type_value' field contains "CareConnect".
  106. Validate the 'link_to_source_data' field contains the same value as the first row since it is the same lab result, it contains the same link (ex. 600).
  107. Close the report.
Topics
• Health And Review Of Systems • Export Health Information • Client Health Maintenance • Results
Update 60 Summary | Details
Addition of two tables to the CWSSYSTEM CDR in Avatar PM
Scenario 1: Validate tables in CWSSYSTEM schema
Specific Setup:
  • Logged in user must have access to the 'User Definition' form.
Steps
  1. Open the 'User Definition' form.
  2. Set the 'Select User' field to the logged in user.
  3. Access the "Forms and Tables" section.
  4. Click [Select Tables for Product SQL Access].
  5. Verify "cw_client_clinical_info" table displays under the Avatar PM: CWSSYSTEM schema.
  6. Verify "cw_client_clinical_info_audit" table displays under the CWSSYSTEM schema.
Topics
• Query/Reporting
Update 63 Summary | Details
POC Results Entry - Results Detail
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • POC Results Entry
  • eMAR widget
  • Orders This Episode
  • Flowsheet
Scenario 1: POC Results Entry - Add a Result / Correct a Result / Void a Result - Military Time enabled/disabled
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)
  • The 'RADplus->General->->->Enable Military Time' registry setting must be set to "Y".
  • The 'Avatar eMAR->General->Setting->->->Time Format Displayed in Avatar eMAR' registry setting must be set to "2".
  • Please log out of and back into the application after this configuration has been done
  • 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. Access the 'POC Results Entry Configuration' form and click 'Facility Definition'.
  2. Set the 'Medical Director' to any value in the format "Last Name, First Name".
  3. Select "Client A" and access the Order Entry Console.
  4. Create a lab order for 'Client A'.
  5. Access the 'eMAR' widget.
  6. Click the 'Lab Orders' tab.
  7. Administer the Lab order
  8. Validate that "Client A" is selected and access the 'POC Results Entry' form.
  9. Validate that the 'Include Inactive Orders' is defaulted to "No".
  10. Select the "Complete Blood Count (CBC)" order in the 'Order' field.
  11. Set the 'Field Name' field to "117" and validate that "mg" is displayed next to it.
  12. Click [File].
  13. Create a report using the 'SYSTEM.results_detail' table including the following fields: 'PATID', 'data_entry_date' and 'perform_org_med_dir_all'
  14. Filter the report using the 'PATID' field and selecting "Client A's" PATID.
  15. Filter the report a second time by selecting the current date in the 'data_entry_date' field.
  16. Validate that one row of data exists for this client.
  17. Validate that the 'perform_org_med_dir_all' field for this row contains the name entered for the 'Medical Director' field.
Topics
• NX
Update 66 Summary | Details
'Change User Id' updated to include draft progress notes.
Scenario 1: Validate draft Progress Notes can be selected for edit after a USER ID has been changed.
Specific Setup:
  • Client A has created one or more progress notes in 'Draft' status.
  • Client A has had their User ID changed using 'Change User ID' after creating the progress notes.
Steps
  1. Log in as the test client (Client A) with a newly changed User ID.
  2. Open any progress notes form such as 'Progress Notes (Group and Individual).
  3. Click the 'Select Draft Note to Edit' drop down list.
  4. Verify the notes that were created in draft mode prior to the User ID change are displayed.
  5. Select any note from the list.
  6. Complete the note and file as 'Final'.
User defined form with queries to Treatment Plan will display in the Chart View.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • User Defined form
  • AV78991 HS Discharge Summary
Scenario 1: User defined form with queries to Treatment Plan data.
Specific Setup:
  • User defined form with queries to Treatment Plan with 'Draft/Final' included on the user defined form.
  • Client A has one or more Treatment Plans filed with multiple objectives in the plans.
Steps
  1. Open the user defined form for Client A and complete all required data.
  2. File the form as Draft.
  3. Right click on Client A and click 'Display Chart'.
  4. If the user defined form is not on the list of form, add it.
  5. Click on the user defined form.
  6. Verify that the data displays as designed.
Display comments in the 'Review History' field in 'Review Results' form.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Results Entry
  • Review Results (CLIENT)
Scenario 1: 'View Review History' in the 'Review Results' form will display all results.
Specific Setup:
  • Test client, Client A, must have test results entered in 'Results Entry' form.
Steps
  1. Open the 'Review Results' form.
  2. Select Client A in the 'Client ID' field.
  3. Open the 'Select Results' drop down.
  4. Select a test to review
  5. Enter any text in the 'Comments' field.
  6. Click [Submit].
  7. Click [Yes] on the 'Submitting has completed. Do you wish to return to form?' prompt.
  8. Select the same test used above.
  9. Do not enter comments.
  10. Click [Submit].
  11. Click [Yes] on the 'Submitting has completed. Do you wish to return to form?' prompt.
  12. Select the same test used above.
  13. Click [View Review History].
  14. Verify the report displays all results, both with and without comments.
  15. Close the report.
  16. Close the form.
Disclosure Management will include Vitals data.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Disclosure Management
Scenario 1: Disclosure Management for Chart Review items
Specific Setup:
  • Client A with vital signs on file.
  • 'Disclosure Management Configuration' includes 'NTST_CWS_Vitals_Entry_ChartItem' in the 'Valid Attachment Types' field.
Steps
  1. Open the 'Disclosure Management' form
  2. Enter a date in the "Request Date" field
  3. Enter a date in the "Request Information Start Date" field
  4. Enter a date in the "Request Information End Date" field
  5. Click the episode in the "Request Episode(s)" field
  6. Select 'NTST_CWS_Vitals_Entry_ChartItem' in the 'Requested Chart Items' list.
  7. Enter an organization name in the "Organization" field
  8. Go to the "Authorization" section
  9. Enter a date in the "Authorization Start Date"
  10. Enter a date in the "Authorization End Date"
  11. Click the "Update Chart Items Authorized For Disclosure" button
  12. Select the "NTST_CWS_Vitals_Entry_ChartItem" row and set the "Authorized" field to "Yes"
  13. Click the "Save" button
  14. Click the "Refresh Chart Items" button
  15. Verify the previously selected Chart Item displays as "Authorized" in the "Chart Items Authorized For Disclosure" field
  16. Go to the "Disclosure" section
  17. Enter a date in the "Disclosure Date" field
  18. Enter a time in the "Disclosure Time" field
  19. Select "NTST_CWS_Vitals_Entry_ChartItem" in the "Chart Disclosure Information" field
  20. Click the "NTST_CWS_Vitals_Entry_ChartItem" in the "Items for Disclosure" list.
  21. Click the "View" button.
  22. Verify the NTST_CWS_Vitals_Entry_ChartItem disclosure information displays.
  23. Click the "Cancel" button to return to the "Disclosure" section
  24. Click the "Submit" button to file the record
  25. Click "No" to exit the form
'Recent Vitals' widget fields are spelled correctly.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HomeView.Vital Signs widget
Scenario 1: "Vital Signs" widget validation
Specific Setup:
  • The 'Vital Signs' widget must be added to the Home View of the logged in user.
  • A test client must have vital signs on file.
Steps
  1. Select a client with vital signs on file.
  2. Navigate to "Vital Signs" widget on the Home View
  3. Validate all column headings are spelled correctly.
Topics
• Progress Notes • Change User ID • NX • Treatment Plan • Review Results • Disclosure • Vital Signs
2021 Update 69 Summary | Details
View Definition - Clinical Pathway Information
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HomeView.Clinical Pathway Information widget
  • Clinical Pathway Definition
  • Clinical Pathway Enrollment
Scenario 1: "Clinical Pathway Information" widget
Specific Setup:
  • Clinical Pathway Definition form filed.
  • One client on file enrolled in "Clinical Pathway Enrollment" form.
Steps
  1. Open "View Definition" form.
  2. Select a View to edit.
  3. Click [Launch View Designer].
  4. Select the 'Clinical Pathway Information' widget from the list of available widgets.
  5. Drag the widget to the "Default Role Layout".
  6. Click [Submit] to return to the selection screen.
  7. Click [Submit] to file the view.
  8. Refresh the Home View.
  9. Verify the 'Clinical Pathway Information' widget is displayed.
  10. Click on any test client in the "my Clients widget" with data in the "Clinical Pathway Enrollment" form.
  11. The 'Clinical Pathway Information' widget will automatically refresh.
  12. The widget contains the following fields: Client Name, Enrollment Date, Disenrollment Date, Primary, Pathway Name, # times Enrolled, Current Days Enrolled.
  13. To sort the widget by any column header, click on the Up or Down arrow.
  14. To search for a specific list, type the data in the input field above the column. Example: to search for a specific client name, type the last name in the "Client Name" input box. Verify that the list displays based on the search criteria.
  15. Click on any test client in the "my Clients widget" with no data in the "Clinical Pathway Enrollment" form.
  16. Verify the 'Clinical Pathway Information' widget is automatically refreshed and does not display any data.
Scenario 2: View Definition - Validate fields
Specific Setup:
  • Create or modify a view that is associated with other views in "View Definition".
  • Registry Setting "RADplus->General->Enable Console Widget/Views" must be enabled.
Steps
  1. Access the 'View Definition' form.
  2. Click [Select View].
  3. Select "Add New View" in the 'Select Views' field and click [OK].
  4. Enter "View A" in the 'View ID' field.
  5. Enter any value in the 'View Description' field.
  6. Select "Home View" in the 'View Type' field.
  7. Select any value in the 'Allow User To Customize View' field.
  8. Click [Associated Views].
  9. Check all applicable "Associated Views" in the left pane.
  10. Validate that the selected views show up in the right pane.
  11. Rearrange the views in desired order and click [OK].
  12. Click [Launch View Designer].
  13. Validate that the Widgets are listed in alphabetical order in the Widgets pane.
  14. Select one or more widgets and click the right arrow.
  15. Validate the selected widgets appear in the 'Available Widgets' field.
  16. Drag the Available widgets and drop it onto the 'Default Role Layout' field.
  17. Click [Submit], [Submit] and [No].
  18. Access the 'User Definition' form.
  19. Enter "User B" in the 'User ID' field.
  20. Select "Yes" in the 'Is this user a system administrator' field.
  21. Select "No" in the 'Associate User with a User Role' field.
  22. Select 'Forms and Tables'.
  23. Click [Select Forms for User Access].
  24. Select the 'Avatar PM' item and click [OK].
  25. Select "Level 4" in the 'User Security Level' field.
  26. Select "View A" in the 'Home View' field.
  27. Populate any desired and required fields.
  28. Select 'User Definition'.
  29. Click [Generate New Password].
  30. Take note of password and click [Submit].
  31. Validate a 'Form Access' dialog stating: "The following forms are on the menu more than once, and different access levels were selected. The highest selected access will be applied to all menu locations."
  32. Click [OK] and [No].
  33. Logout.
  34. Log into Avatar as "User B".
  35. Validate that the views are displaying on the home view and that they are in the order as rearranged.
  36. Access the 'Registry Setting' form.
  37. Enter "Enable Documentation View" in the 'Limit Registry Settings to the Following Search Criteria' field.
  38. Enter "Y" in the 'Registry Setting Value' field.
  39. Click [Submit], [OK], and [No].
  40. Access the 'View Definition' form.
  41. Click [Select View].
  42. Select "Add New View" in the 'Select Views' field and click [OK].
  43. Enter "View B" in the 'View ID' field.
  44. Enter any value in the 'View Description' field.
  45. Select "Documentation View" in the 'View Type' field.
  46. Validate the 'Allow Users to Customize View' field is disabled.
  47. Click [Associated Views].
  48. Check all applicable "Associated Views" in the left pane.
  49. Validate that the selected views show up in the right pane.
  50. Rearrange the views in desired order and click [OK].
  51. Validate the 'All Documents Widget' field is enabled.
  52. Select any value in the 'All Documents Widget' field.
  53. Click [Submit] and [Yes].
  54. Click [Select View].
  55. Select "View B" in the 'Select Views' field and click [OK].
  56. Validate that the view displays as it was entered.
  57. Click [Delete View] and [Yes].
  58. Click [Select View].
  59. Validate the view has been removed.
  60. Close the form.
Topics
• Clinical Pathway • NX
Update 72 Summary | Details
'Patient Health Questionnaire' Quick Actions - 'Assessment Practitioner' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Patient Health Questionnaire-9
  • Quick Actions Page
  • Quick Actions widget - Patient Health Questionnaire-9
  • Patient Health Questionnaire-2
Scenario 1: 'Quick Actions' widget - Validate "Draft" 'Patient Health Questionnaire-9' assessment
Specific Setup:
  • The 'Quick Actions' widget must be on the user's myDay view.
  • The 'Patient Health Questionnaire-9' Quick Action is assigned to the user in 'NX View Definition' form.
  • This is for Avatar NX systems only.
Steps
  1. Select a client and navigate to the 'Quick Actions' widget.
  2. Navigate to the 'Patient Health Questionnaire-9' quick action.
  3. Click [Add].
  4. Select the desired episode in the 'Episode' field.
  5. Validate the 'Assessment Date' field contains the current date.
  6. Validate the 'Assessment Practitioner' field is populated.
  7. Select "Draft" in the 'Assessment Status' field.
  8. Select the desired value in the '1) Little interest or pleasure in doing things' field.
  9. Select the desired value in the '2) Feeling down, depressed, or hopeless' field.
  10. Select the desired value in the '3) Trouble falling or staying asleep, or sleeping too much' field.
  11. Select the desired value in the '4) Feeling tired or having little energy' field.
  12. Select the desired value in the '5) Poor appetite or overeating' field.
  13. Select the desired value in the '6) Feeling bad about yourself - or that you are a failure or have let yourself or your family down' field.
  14. Select the desired value in the '7) Trouble concentrating on things like school work, reading, or watching TV' field.
  15. Select the desired value in the '8) Moving or speaking so slowly that other people could have noticed? Or the opposite - being so fidgety or restless that you were moving around a lot more than usual' field.
  16. Select the desired value in the '9) Thoughts that you would be better off dead, or of hurting yourself in some way?' field.
  17. Select the desired value in the 'If you checked off any problems, how difficult have these problems made it for you to do your work, take care of things at home, or get along with other people?' field.
  18. Click [Save].
  19. Verify the action completes successfully.
  20. Validate the 'Patient Health Questionnaire-9' item contains PHQ9 last score and last filed date/time.
Scenario 2: 'Quick Actions' widget - Validate PHQ-2 launches PHQ-A with a score of 4 or more
Specific Setup:
  • A client must be enrolled in an existing episode, be under 18 years old and have a date of birth on file (Client A).
  • The 'Quick Actions' widget must be assigned to user's myDay view.
  • 'Patient Health Questionnaire-2' and 'Patient Health Questionnaire-A' Quick Actions must be assigned in the 'NX View Definition' form.
  • This is for Avatar NX systems only.
Steps
  1. Select "Client A" and navigate to the 'Quick Actions' widget.
  2. Navigate to the 'Patient Health Questionnaire-2' quick action.
  3. Click [Add].
  4. Select the desired episode in the 'Episode' field.
  5. Select "More Than Half The Days" in the 'Little interest or pleasure in doing things?' field.
  6. Select "More Than Half The Days" in the 'Feeling down, depressed, or hopeless?' field.
  7. Click [Save].
  8. Validate the 'Patient Health Questionnaire-A' quick action launches.
  9. Select the desired episode in the 'Episode' field.
  10. Validate the 'Assessment Date' field contains the current date.
  11. Validate the 'Assessment Practitioner' field is populated.
  12. Select "Draft" from the 'Assessment Status' field.
  13. Select the desired value in the '1) Little interest or pleasure in doing things' field.
  14. Select the desired value in the '2) Feeling down, depressed, or hopeless' field.
  15. Select the desired value in the '3) Trouble falling or staying asleep, or sleeping too much' field.
  16. Select the desired value in the '4) Feeling tired or having little energy' field.
  17. Select the desired value in the '5) Poor appetite or overeating' field.
  18. Select the desired value in the '6) Feeling bad about yourself - or that you are a failure or have let yourself or your family down' field.
  19. Select the desired value in the '7) Trouble concentrating on things like school work, reading, or watching TV' field.
  20. Select the desired value in the '8) Moving or speaking so slowly that other people could have noticed? Or the opposite - being so fidgety or restless that you were moving around a lot more than usual' field.
  21. Select the desired value in the '9) Thoughts that you would be better off dead, or of hurting yourself in some way?' field.
  22. Select the desired value in the 'If you checked off any problems, how difficult have these problems made it for you to do your work, take care of things at home, or get along with other people?' field.
  23. Click [Save].
  24. Verify the action completes successfully.
  25. Validate the 'Patient Health Questionnaire-2' item contains the PHQ2 last score and last filed date/time.
  26. Validate the 'Patient Health Questionnaire-A' item contains the PHQ9 last score and last filed date/time.
Scenario 3: Cal-PM - Validate accessing various 'Quick Actions' from the 'Client Dashboard'
Specific Setup:
  • A client must be admitted to an active episode (Client A).
  • The 'Smoking Assessment', 'Problem List', 'Emergency Contact', and 'Alerts' Quick Actions must be assigned to the user in the 'NX View Definition' form.
Steps
  1. Select "Client A" and launch the 'Client Dashboard'.
  2. Navigate to the 'Quick Actions' widget.
  3. Click [Emergency Contact - Add].
  4. Click outside of the 'Emergency Contact' dialog.
  5. Validate the dialog is fixed and centered in the screen.
  6. Enter "LASTNAME, FIRSTNAME" in the 'Emergency Contact Name' field and press the "Tab" key.
  7. Validate the space is automatically removed after the comma.
  8. Fill out any required any desired fields.
  9. Click [Save].
  10. Click [Smoking Assessment - Add].
  11. Click outside of the 'Smoking Assessment' dialog.
  12. Validate the dialog is fixed and centered in the screen.
  13. Populate the required fields.
  14. Click [Save].
  15. Click [Problems List - Add].
  16. Click outside of the 'Problems List' dialog.
  17. Validate the dialog is fixed and centered in the screen.
  18. Enter "Anxiety" in the 'Problem' field.
  19. Enter any value in the 'Status' field.
  20. Click [Save].
  21. Click [Alerts - Add].
  22. Select "Warning (Custom)" in the 'Type of Alert' field.
  23. Select "All Episodes" in the 'Episode(s)' field.
  24. Enter any value with a special character in the 'Custom Message' field.
  25. Validate an error message and click [OK].
  26. Enter any value in the 'Custom Message' field.
  27. Select "No" in the 'Disabled' field.
  28. Select "Active for Date Range" in the 'Active or Active for Date Range' field.
  29. Validate the 'Start Date' and 'End Date' field populate with the current date.
  30. Click [End Date Y].
  31. Validate an 'Error' dialog stating: "Please choose an end date on or after the start date." and click [OK].
  32. Validate the 'End Date' field contains the current date.
  33. Enter any future value in the 'End Date' field.
  34. Select any form in the 'Applicable Forms' field (Form A).
  35. Validate the 'Applicable Forms' are listed alphabetically.
  36. Click [Save].
  37. Close the 'Client Dashboard'.
  38. Access 'Form A'.
  39. Validate the 'Client Alert' message is displayed and contains the message entered in the previous steps.
  40. Click [OK].
  41. Close the form.
Scenario 4: Quick Actions - Validate the PHQ-9 launches after PHQ-2 with a score of 4 or more
Specific Setup:
  • A client must be enrolled in an existing episode, be 18 years or older and have a date of birth on file (Client A).
  • 'Patient Health Questionnaire-2' and 'Patient Health Questionnaire-9' Quick Actions must be assigned to the user's Client Dashboard in the 'NX View Definition' form.
  • This is for Avatar NX systems only.
Steps
  1. Select "Client A" and access the 'Client Dashboard'.
  2. Navigate to the 'Patient Health Questionnaire-2' quick action.
  3. Click [Add].
  4. Select the desired episode in the 'Episode' field.
  5. Select "More Than Half The Days" in the 'Little interest or pleasure in doing things?' field.
  6. Select "More Than Half The Days" in the 'Feeling down, depressed, or hopeless?' field.
  7. Click [Save].
  8. Validate the 'Patient Health Questionnaire-9' quick action launches.
  9. Select the desired episode in the 'Episode' field.
  10. Validate the 'Assessment Date' field contains the current date.
  11. Validate the 'Assessment Practitioner' field is populated.
  12. Select "Draft" from the 'Assessment Status' field.
  13. Select the desired value in the '1) Little interest or pleasure in doing things' field.
  14. Select the desired value in the '2) Feeling down, depressed, or hopeless' field.
  15. Select the desired value in the '3) Trouble falling or staying asleep, or sleeping too much' field.
  16. Select the desired value in the '4) Feeling tired or having little energy' field.
  17. Select the desired value in the '5) Poor appetite or overeating' field.
  18. Select the desired value in the '6) Feeling bad about yourself - or that you are a failure or have let yourself or your family down' field.
  19. Select the desired value in the '7) Trouble concentrating on things like school work, reading, or watching TV' field.
  20. Select the desired value in the '8) Moving or speaking so slowly that other people could have noticed? Or the opposite - being so fidgety or restless that you were moving around a lot more than usual' field.
  21. Select the desired value in the '9) Thoughts that you would be better off dead, or of hurting yourself in some way?' field.
  22. Select the desired value in the 'If you checked off any problems, how difficult have these problems made it for you to do your work, take care of things at home, or get along with other people?' field.
  23. Click [Save].
  24. Verify the action completes successfully.
  25. Validate the 'Patient Health Questionnaire-2' item contains the PHQ2 last score and last filed date/time.
  26. Validate the 'Patient Health Questionnaire-9' item contains the PHQ9 last score and last filed date/time.
  27. Close the client dashboard.
Scenario 5: 'Quick Actions' widget - Validate "Final" 'Patient Health Questionnaire-9' assessment
Specific Setup:
  • The 'Quick Actions' widget must be on the user's myDay view.
  • The 'Patient Health Questionnaire-9' quick action is assigned to the user in 'NX View Definition'.
  • This is for Avatar NX systems only.
Steps
  1. Select a client and navigate to the 'Quick Actions' widget.
  2. Navigate to the 'Patient Health Questionnaire-9' quick action.
  3. Click [Add].
  4. Select the desired episode in the 'Episode' field.
  5. Validate the 'Assessment Date' field contains the current date.
  6. Validate the 'Assessment Practitioner' field is populated.
  7. Select "Final" from the 'Assessment Status' field.
  8. Select the desired value in the '1) Little interest or pleasure in doing things' field.
  9. Select the desired value in the '2) Feeling down, depressed, or hopeless' field.
  10. Select the desired value in the '3) Trouble falling or staying asleep, or sleeping too much' field.
  11. Select the desired value in the '4) Feeling tired or having little energy' field.
  12. Select the desired value in the '5) Poor appetite or overeating' field.
  13. Select the desired value in the '6) Feeling bad about yourself - or that you are a failure or have let yourself or your family down' field.
  14. Select the desired value in the '7) Trouble concentrating on things like school work, reading, or watching TV' field.
  15. Select the desired value in the '8) Moving or speaking so slowly that other people could have noticed? Or the opposite - being so fidgety or restless that you were moving around a lot more than usual' field.
  16. Select the desired value in the '9) Thoughts that you would be better off dead, or of hurting yourself in some way?' field.
  17. Select the desired value in the 'If you checked off any problems, how difficult have these problems made it for you to do your work, take care of things at home, or get along with other people?' field.
  18. Click [Save].
  19. Verify the action completes successfully.
  20. Validate the 'Patient Health Questionnaire-9' item contains the PHQ9 last score and last filed date/time.
'Patient Health Questionnaire-9' Quick Action
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Patient Health Questionnaire-9
  • Quick Actions Page
  • Quick Actions widget - Patient Health Questionnaire-9
  • Patient Health Questionnaire-2
Scenario 1: 'Quick Actions' widget - Validate "Draft" 'Patient Health Questionnaire-9' assessment
Specific Setup:
  • The 'Quick Actions' widget must be on the user's myDay view.
  • The 'Patient Health Questionnaire-9' Quick Action is assigned to the user in 'NX View Definition' form.
  • This is for Avatar NX systems only.
Steps
  1. Select a client and navigate to the 'Quick Actions' widget.
  2. Navigate to the 'Patient Health Questionnaire-9' quick action.
  3. Click [Add].
  4. Select the desired episode in the 'Episode' field.
  5. Validate the 'Assessment Date' field contains the current date.
  6. Validate the 'Assessment Practitioner' field is populated.
  7. Select "Draft" in the 'Assessment Status' field.
  8. Select the desired value in the '1) Little interest or pleasure in doing things' field.
  9. Select the desired value in the '2) Feeling down, depressed, or hopeless' field.
  10. Select the desired value in the '3) Trouble falling or staying asleep, or sleeping too much' field.
  11. Select the desired value in the '4) Feeling tired or having little energy' field.
  12. Select the desired value in the '5) Poor appetite or overeating' field.
  13. Select the desired value in the '6) Feeling bad about yourself - or that you are a failure or have let yourself or your family down' field.
  14. Select the desired value in the '7) Trouble concentrating on things like school work, reading, or watching TV' field.
  15. Select the desired value in the '8) Moving or speaking so slowly that other people could have noticed? Or the opposite - being so fidgety or restless that you were moving around a lot more than usual' field.
  16. Select the desired value in the '9) Thoughts that you would be better off dead, or of hurting yourself in some way?' field.
  17. Select the desired value in the 'If you checked off any problems, how difficult have these problems made it for you to do your work, take care of things at home, or get along with other people?' field.
  18. Click [Save].
  19. Verify the action completes successfully.
  20. Validate the 'Patient Health Questionnaire-9' item contains PHQ9 last score and last filed date/time.
Scenario 2: 'Quick Actions' widget - Validate PHQ-2 launches PHQ-A with a score of 4 or more
Specific Setup:
  • A client must be enrolled in an existing episode, be under 18 years old and have a date of birth on file (Client A).
  • The 'Quick Actions' widget must be assigned to user's myDay view.
  • 'Patient Health Questionnaire-2' and 'Patient Health Questionnaire-A' Quick Actions must be assigned in the 'NX View Definition' form.
  • This is for Avatar NX systems only.
Steps
  1. Select "Client A" and navigate to the 'Quick Actions' widget.
  2. Navigate to the 'Patient Health Questionnaire-2' quick action.
  3. Click [Add].
  4. Select the desired episode in the 'Episode' field.
  5. Select "More Than Half The Days" in the 'Little interest or pleasure in doing things?' field.
  6. Select "More Than Half The Days" in the 'Feeling down, depressed, or hopeless?' field.
  7. Click [Save].
  8. Validate the 'Patient Health Questionnaire-A' quick action launches.
  9. Select the desired episode in the 'Episode' field.
  10. Validate the 'Assessment Date' field contains the current date.
  11. Validate the 'Assessment Practitioner' field is populated.
  12. Select "Draft" from the 'Assessment Status' field.
  13. Select the desired value in the '1) Little interest or pleasure in doing things' field.
  14. Select the desired value in the '2) Feeling down, depressed, or hopeless' field.
  15. Select the desired value in the '3) Trouble falling or staying asleep, or sleeping too much' field.
  16. Select the desired value in the '4) Feeling tired or having little energy' field.
  17. Select the desired value in the '5) Poor appetite or overeating' field.
  18. Select the desired value in the '6) Feeling bad about yourself - or that you are a failure or have let yourself or your family down' field.
  19. Select the desired value in the '7) Trouble concentrating on things like school work, reading, or watching TV' field.
  20. Select the desired value in the '8) Moving or speaking so slowly that other people could have noticed? Or the opposite - being so fidgety or restless that you were moving around a lot more than usual' field.
  21. Select the desired value in the '9) Thoughts that you would be better off dead, or of hurting yourself in some way?' field.
  22. Select the desired value in the 'If you checked off any problems, how difficult have these problems made it for you to do your work, take care of things at home, or get along with other people?' field.
  23. Click [Save].
  24. Verify the action completes successfully.
  25. Validate the 'Patient Health Questionnaire-2' item contains the PHQ2 last score and last filed date/time.
  26. Validate the 'Patient Health Questionnaire-A' item contains the PHQ9 last score and last filed date/time.
Scenario 3: Cal-PM - Validate accessing various 'Quick Actions' from the 'Client Dashboard'
Specific Setup:
  • A client must be admitted to an active episode (Client A).
  • The 'Smoking Assessment', 'Problem List', 'Emergency Contact', and 'Alerts' Quick Actions must be assigned to the user in the 'NX View Definition' form.
Steps
  1. Select "Client A" and launch the 'Client Dashboard'.
  2. Navigate to the 'Quick Actions' widget.
  3. Click [Emergency Contact - Add].
  4. Click outside of the 'Emergency Contact' dialog.
  5. Validate the dialog is fixed and centered in the screen.
  6. Enter "LASTNAME, FIRSTNAME" in the 'Emergency Contact Name' field and press the "Tab" key.
  7. Validate the space is automatically removed after the comma.
  8. Fill out any required any desired fields.
  9. Click [Save].
  10. Click [Smoking Assessment - Add].
  11. Click outside of the 'Smoking Assessment' dialog.
  12. Validate the dialog is fixed and centered in the screen.
  13. Populate the required fields.
  14. Click [Save].
  15. Click [Problems List - Add].
  16. Click outside of the 'Problems List' dialog.
  17. Validate the dialog is fixed and centered in the screen.
  18. Enter "Anxiety" in the 'Problem' field.
  19. Enter any value in the 'Status' field.
  20. Click [Save].
  21. Click [Alerts - Add].
  22. Select "Warning (Custom)" in the 'Type of Alert' field.
  23. Select "All Episodes" in the 'Episode(s)' field.
  24. Enter any value with a special character in the 'Custom Message' field.
  25. Validate an error message and click [OK].
  26. Enter any value in the 'Custom Message' field.
  27. Select "No" in the 'Disabled' field.
  28. Select "Active for Date Range" in the 'Active or Active for Date Range' field.
  29. Validate the 'Start Date' and 'End Date' field populate with the current date.
  30. Click [End Date Y].
  31. Validate an 'Error' dialog stating: "Please choose an end date on or after the start date." and click [OK].
  32. Validate the 'End Date' field contains the current date.
  33. Enter any future value in the 'End Date' field.
  34. Select any form in the 'Applicable Forms' field (Form A).
  35. Validate the 'Applicable Forms' are listed alphabetically.
  36. Click [Save].
  37. Close the 'Client Dashboard'.
  38. Access 'Form A'.
  39. Validate the 'Client Alert' message is displayed and contains the message entered in the previous steps.
  40. Click [OK].
  41. Close the form.
Scenario 4: Quick Actions - Validate the PHQ-9 launches after PHQ-2 with a score of 4 or more
Specific Setup:
  • A client must be enrolled in an existing episode, be 18 years or older and have a date of birth on file (Client A).
  • 'Patient Health Questionnaire-2' and 'Patient Health Questionnaire-9' Quick Actions must be assigned to the user's Client Dashboard in the 'NX View Definition' form.
  • This is for Avatar NX systems only.
Steps
  1. Select "Client A" and access the 'Client Dashboard'.
  2. Navigate to the 'Patient Health Questionnaire-2' quick action.
  3. Click [Add].
  4. Select the desired episode in the 'Episode' field.
  5. Select "More Than Half The Days" in the 'Little interest or pleasure in doing things?' field.
  6. Select "More Than Half The Days" in the 'Feeling down, depressed, or hopeless?' field.
  7. Click [Save].
  8. Validate the 'Patient Health Questionnaire-9' quick action launches.
  9. Select the desired episode in the 'Episode' field.
  10. Validate the 'Assessment Date' field contains the current date.
  11. Validate the 'Assessment Practitioner' field is populated.
  12. Select "Draft" from the 'Assessment Status' field.
  13. Select the desired value in the '1) Little interest or pleasure in doing things' field.
  14. Select the desired value in the '2) Feeling down, depressed, or hopeless' field.
  15. Select the desired value in the '3) Trouble falling or staying asleep, or sleeping too much' field.
  16. Select the desired value in the '4) Feeling tired or having little energy' field.
  17. Select the desired value in the '5) Poor appetite or overeating' field.
  18. Select the desired value in the '6) Feeling bad about yourself - or that you are a failure or have let yourself or your family down' field.
  19. Select the desired value in the '7) Trouble concentrating on things like school work, reading, or watching TV' field.
  20. Select the desired value in the '8) Moving or speaking so slowly that other people could have noticed? Or the opposite - being so fidgety or restless that you were moving around a lot more than usual' field.
  21. Select the desired value in the '9) Thoughts that you would be better off dead, or of hurting yourself in some way?' field.
  22. Select the desired value in the 'If you checked off any problems, how difficult have these problems made it for you to do your work, take care of things at home, or get along with other people?' field.
  23. Click [Save].
  24. Verify the action completes successfully.
  25. Validate the 'Patient Health Questionnaire-2' item contains the PHQ2 last score and last filed date/time.
  26. Validate the 'Patient Health Questionnaire-9' item contains the PHQ9 last score and last filed date/time.
  27. Close the client dashboard.
Scenario 5: 'Quick Actions' widget - Validate "Final" 'Patient Health Questionnaire-9' assessment
Specific Setup:
  • The 'Quick Actions' widget must be on the user's myDay view.
  • The 'Patient Health Questionnaire-9' quick action is assigned to the user in 'NX View Definition'.
  • This is for Avatar NX systems only.
Steps
  1. Select a client and navigate to the 'Quick Actions' widget.
  2. Navigate to the 'Patient Health Questionnaire-9' quick action.
  3. Click [Add].
  4. Select the desired episode in the 'Episode' field.
  5. Validate the 'Assessment Date' field contains the current date.
  6. Validate the 'Assessment Practitioner' field is populated.
  7. Select "Final" from the 'Assessment Status' field.
  8. Select the desired value in the '1) Little interest or pleasure in doing things' field.
  9. Select the desired value in the '2) Feeling down, depressed, or hopeless' field.
  10. Select the desired value in the '3) Trouble falling or staying asleep, or sleeping too much' field.
  11. Select the desired value in the '4) Feeling tired or having little energy' field.
  12. Select the desired value in the '5) Poor appetite or overeating' field.
  13. Select the desired value in the '6) Feeling bad about yourself - or that you are a failure or have let yourself or your family down' field.
  14. Select the desired value in the '7) Trouble concentrating on things like school work, reading, or watching TV' field.
  15. Select the desired value in the '8) Moving or speaking so slowly that other people could have noticed? Or the opposite - being so fidgety or restless that you were moving around a lot more than usual' field.
  16. Select the desired value in the '9) Thoughts that you would be better off dead, or of hurting yourself in some way?' field.
  17. Select the desired value in the 'If you checked off any problems, how difficult have these problems made it for you to do your work, take care of things at home, or get along with other people?' field.
  18. Click [Save].
  19. Verify the action completes successfully.
  20. Validate the 'Patient Health Questionnaire-9' item contains the PHQ9 last score and last filed date/time.
'Allergies / Hypersensitivities' Quick Action
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Quick Actions Page
Scenario 1: Cal-PM - Validate accessing various 'Quick Actions' from the 'Client Dashboard'
Specific Setup:
  • A client must be admitted to an active episode (Client A).
  • The 'Smoking Assessment', 'Problem List', 'Emergency Contact', and 'Alerts' Quick Actions must be assigned to the user in the 'NX View Definition' form.
Steps
  1. Select "Client A" and launch the 'Client Dashboard'.
  2. Navigate to the 'Quick Actions' widget.
  3. Click [Emergency Contact - Add].
  4. Click outside of the 'Emergency Contact' dialog.
  5. Validate the dialog is fixed and centered in the screen.
  6. Enter "LASTNAME, FIRSTNAME" in the 'Emergency Contact Name' field and press the "Tab" key.
  7. Validate the space is automatically removed after the comma.
  8. Fill out any required any desired fields.
  9. Click [Save].
  10. Click [Smoking Assessment - Add].
  11. Click outside of the 'Smoking Assessment' dialog.
  12. Validate the dialog is fixed and centered in the screen.
  13. Populate the required fields.
  14. Click [Save].
  15. Click [Problems List - Add].
  16. Click outside of the 'Problems List' dialog.
  17. Validate the dialog is fixed and centered in the screen.
  18. Enter "Anxiety" in the 'Problem' field.
  19. Enter any value in the 'Status' field.
  20. Click [Save].
  21. Click [Alerts - Add].
  22. Select "Warning (Custom)" in the 'Type of Alert' field.
  23. Select "All Episodes" in the 'Episode(s)' field.
  24. Enter any value with a special character in the 'Custom Message' field.
  25. Validate an error message and click [OK].
  26. Enter any value in the 'Custom Message' field.
  27. Select "No" in the 'Disabled' field.
  28. Select "Active for Date Range" in the 'Active or Active for Date Range' field.
  29. Validate the 'Start Date' and 'End Date' field populate with the current date.
  30. Click [End Date Y].
  31. Validate an 'Error' dialog stating: "Please choose an end date on or after the start date." and click [OK].
  32. Validate the 'End Date' field contains the current date.
  33. Enter any future value in the 'End Date' field.
  34. Select any form in the 'Applicable Forms' field (Form A).
  35. Validate the 'Applicable Forms' are listed alphabetically.
  36. Click [Save].
  37. Close the 'Client Dashboard'.
  38. Access 'Form A'.
  39. Validate the 'Client Alert' message is displayed and contains the message entered in the previous steps.
  40. Click [OK].
  41. Close the form.
Scenario 2: 'Allergies and Hypersensitivities' quick action - File a Medication Allergy
Specific Setup:
  • A client must be admitted into an active episode who does not have any information filed in the 'Allergies and Hypersensitivities' form. (Client A)
  • 'Allergies / Hypersensitivities' Quick Action must be assigned to the user's Client Dashboard in the 'NX View Definition' form.
  • The 'Require Reaction Severity' registry setting must be set to "N".
  • This is for Avatar NX systems.
Steps
  1. Select "Client A" and launch the 'Client Dashboard'.
  2. Navigate to the 'Quick Actions' widget.
  3. Click [Allergies / Hypersensitivities - Add].
  4. Enter and select the desired medication in the 'Allergen/Reactant' field.
  5. Enter the desired date in the 'Date Recognized' field.
  6. Select "Confirmed" in the 'Status' field.
  7. Select "Yes" in the 'Known Medication Allergies' field.
  8. Click [Save].
  9. Validate the 'Allergies / Hypersensitivities' quick action displays the current date and time.
  10. Click [Allergies / Hypersensitivities - Add].
  11. Validate the 'Known Medication Allergies' field is disabled and "Yes" is selected.
  12. Enter and select the desired value in the 'Allergen/Reactant' field.
  13. Enter the desired date in the 'Date Recognized' field.
  14. Select "Confirmed" in the 'Status' field.
  15. Click [Save].
  16. Validate the 'Allergies / Hypersensitivities' quick action displays the current date and time.
  17. Close the Client Dashboard.
  18. Access the 'Allergies and Hypersensitivities' form.
  19. Click [Update].
  20. Validate the allergies entered in the previous steps display.
  21. Click [Close/Cancel].
  22. Select the appropriate value in the 'Known Food Allergies' field.
  23. Click [Submit].
Scenario 3: Allergies and Hypersensitivities - Client Header
Specific Setup:
  • The 'Set 'Allergies/Reactions Reviewed' Upon Updating Allergies' registry setting must be set to "N".
  • The 'Require Reaction Severity' 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. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  2. Validate the 'Client Header' displays "Allergies (0)".
  3. Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field.
  4. Click [Update] and [New Row].
  5. Create a food allergy for "SHELLFISH (MDX-2891)" and click [Save].
  6. Validate the 'Known Food Allergies' field is set to "Yes".
  7. Select "No" in the 'Known Medication Allergies' field.
  8. Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field.
  9. Select 'Yes' in the' Allergies/Hypersensitivities Reviewed' field and click [Submit].
  10. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  11. Validate the 'Client Header' displays:
  12. Allergies (1) with a red icon
  13. 1) SHELLFISH - Confirmed
  14. Allergies Reviewed=Yes (current date)
  15. No Known Medication Allergies
  16. Click [Update] and [New Row].
  17. Set the 2nd 'Allergen/Reactant' field to "Amoxicillin" and press Tab.
  18. Create a drug allergy "AMOXICILLIN (MDX-376) (RxNorm=723)".
  19. Set the 'Status' field for the Shellfish allergy to "Inactive" and click [Save].
  20. Validate the 'Known Medication Allergies' field is set to "Yes".
  21. Select "No" in the 'Known Food Allergies' field.
  22. Select 'Yes' in the 'Allergies/Hypersensitivities Reviewed' field and click [Submit].
  23. Access the 'Allergies and Hypersensitivities' form for "Client A".
  24. Validate the 'Client Header' displays:
  25. Allergies (1) with a red icon
  26. 1) AMOXICILLIN - Confirmed
  27. Allergies Reviewed=Yes (current date)
  28. No Known Food Allergies
  29. Click [Update].
  30. Set the 'Status' field for the Amoxicillin allergy to "Inactive" and click [Save].
  31. Select "No" in the 'Known Medication Allergies' field.
  32. Select "Yes" in the 'Allergies/Hypersensitivities Reviewed' field.
  33. Click [Submit].
  34. Validate the 'Client Header' displays:
  35. Allergies (0)
  36. Allergies Reviewed=Yes (current date)
  37. No Known Medication or Food Allergies
'All Documents' widget - 'Review Results'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Results Entry
  • Review Results
  • Console Widget Viewer
Scenario 1: 'All Documents' widget - Validate 'Review Results' records
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view).
  • This is for Avatar NX systems only.
Steps
  1. Select "Client A" and access the 'Results Entry' form.
  2. Select "Add" in the 'Add/Edit/Delete Result' field.
  3. Populate all required and desired fields.
  4. Click [File Header Info].
  5. Validate a message is displayed stating: "Header information filed."
  6. Click [OK].
  7. Select 'Result Details'.
  8. Select "Add" in the 'Add/Edit/Delete Result Detail' field.
  9. Validate the 'Header' field contains the data from the previous steps.
  10. Populate all required and desired fields.
  11. Click [File Detail Info].
  12. Validate a message is displayed stating: "Detail information filed."
  13. Populate or edit any fields and click [File Detail Info].
  14. Click [OK] and [Exit Option].
  15. Access the 'Review Results' form.
  16. Select "Client A" in the 'Client ID' field.
  17. Select the entry from the previous steps in the 'Select Results' field.
  18. Validate the 'Results' field contains the data from the previous steps.
  19. Select any value in the 'Review Status' field.
  20. Click [Submit].
  21. Select "Client A" and access the 'All Documents' view.
  22. Select "All Episodes" in the 'Header Episode' field.
  23. Select 'All Forms'.
  24. Select "Review Results" in the 'Form Description' field.
  25. Validate there are two entries for each detail filed in the previous steps.
  26. Validate the 'Time' field displays.
  27. Select an entry and validate it displays in the 'Console Widget Viewer'.
  28. Validate the 'Launch Report' button exists.
  29. Click [Launch Report].
  30. Validate a report displays with the information filed in the previous steps.
  31. Close the report.
Scenario 2: 'All Documents' widget - Validate 'Independent Group Progress Note' records
Specific Setup:
  • A group must be defined with two or more clients (Group A).
  • A client must be enrolled in an existing episode and be part of "Group A" (Client A).
  • A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view).
Steps
  1. Access the 'Independent Group Progress Notes' form.
  2. Enter "Group A" in the 'Group Name or Number' field.
  3. Select any value in the 'Note Type' field.
  4. Enter any value in the 'Default Note' field.
  5. Select "Client A" in the 'Group Members' field.
  6. Click [File Note].
  7. Validate the next group member displays in the 'Group Members' field.
  8. File the remaining group member notes.
  9. Close the form.
  10. Select "Client A" and navigate to the 'All Documents' view.
  11. Select "All Episodes" in the 'Header Episode' field.
  12. Refresh the 'All Documents' widget.
  13. Select 'All Forms'.
  14. Validate the group note from the previous steps is present and select it.
  15. Validate the 'Console Widget Viewer' displays the note with the data entered in the previous steps.
  16. Repeat steps 2a-2e for remaining group members.
Topics
• NX • Patient Health Questionnaire - 9 • Quick Actions • Patient Health Questionnaire • Patient Health Questionnaire-A • Allergies and Hypersensitivities • Group Progress Notes • Widgets • Review Results • Console Widget • Results Entry
Update 73 Summary | Details
Progress note are enhanced to support individual locations for group members.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • SQL Query/Reporting
Scenario 1: Progress Notes - Group notes field validations
Specific Setup:
  • Avatar Appointment Scheduling 2022 Update 14 is required for full functionality.
  • A group appointment has been created on the 'Scheduling Calendar'
  • Note the location on the appointment.
  • The following Registry Settings should be enabled according to your agency preferences:
  • Attach Selected Appointment To Notes on Draft.
  • Post Appointment When the Note is Submitted.
  • Generate Service Charge After Co-sign.
Steps
  1. Open 'Scheduling Calendar'.
  2. Right click on the appointment and click 'Check in'.
  3. Complete the 'Check In' process for the group.
  4. Open 'Progress Notes (Group and Individual)' or any copy of the form.
  5. Click 'Group Default Notes' section.
  6. Complete the group note for the appointment.
  7. Click 'Individual Progress Notes' section.
  8. Select a group member.
  9. Change the 'Location' value from the defaulted value (from the Group Note) to any other value.
  10. Complete the individual note for each group member and finalize each one.
  11. When Document Routing is enabled, review the document and verify the 'Location' field reflects the location selected in the individual note.
  12. Complete the document routing process.
  13. Open 'Scheduling Calendar'.
  14. Right click on the appointment and click 'Check Out'.
  15. Complete the 'Check Out' process for all members of the group.
  16. Create a report against SQL table SYSTEM.cw_patient_notes
  17. Include, at a minimum, the following fields:
  18. PATID
  19. appointment_date
  20. location_code
  21. location_value
  22. Run the report for the appointment date.
  23. Validate the 'PATID' contains the patient id from the group appointment.
  24. Validate the 'location_code' contains the location code as entered in the individual note. When 'Draft/Final' is on the progress note form, this field is updated when the note is Finalized.
  25. Validate the 'location_value' contains the location value (name) as entered in the individual note. When 'Draft/Final' is on the progress note form, this field is updated when the note is Finalized.
  26. Close the report.
  27. On the Home View in Avatar, right click on one of the clients who were in the group just finalized.
  28. Click 'Display Chart'.
  29. Click on the 'Progress Notes (Group and Individual)' form used to create the note.
  30. Verify the 'Location' field displays the correct location as assigned when the note was individualized and finalized.
Prevent Group Appointment Notes from deletion.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Note Corrections
Scenario 1: "Progress Note Corrections" - field validation
Specific Setup:
  • Finalized Group Progress Notes where the 'Location' field was updated on each individual group member note.
Steps
  1. Open "Progress Note Corrections" form.
  2. Select the test client from the Client ID dropdown list.
  3. Select the episode for which notes were created in the "Episode Number" dropdown list field.
  4. Click [Select Note to Correct]
  5. Select the note which had been entered as a group note and then individualized and flagged as 'Final'
  6. Select "Revert Final Note to Draft" in the "Correction Action" field.
  7. Select any value in the "Reason for Correction" dropdown list field.
  8. Enter text in the "Comments" field.
  9. Note that the 'Delete Service' field is disabled.
  10. Click the lightbulb 'Help' icon to the right of the 'Delete Service' field. The following information will display: 'Services generated by Group Appointments cannot be deleted during the progress note correction process. The 'Edit Service Information' and 'Delete Service' forms may be used to modify or delete Group Appointment services.'
  11. Click [Submit].
  12. Open "Progress Note Corrections" form.
  13. Select the test client from the Client ID dropdown list.
  14. Select the episode for which notes were created in the "Episode Number" dropdown list field.
  15. Click [Select Note to Correct]
  16. Select any note that was not created for a group note.
  17. Select "Revert Final Note to Draft" in the "Correction Action" field.
  18. Select any value in the "Reason for Correction" dropdown list field.
  19. Enter text in the "Comments" field.
  20. Note that the 'Delete Service' field is enabled.
  21. Select 'Yes' to delete the service. Verification of a deleted service can be done by reviewing the Client Ledger report and verifying the service is no longer displayed on the report.
  22. Click [Submit].
  23. Verify the form files successfully.
Topics
• Scheduling Calendar • Query/Reporting • Group Progress Notes • Progress Note Corrections
Update 79 Summary | Details
Avatar NX - Quick Actions
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Quick Actions Page
Scenario 1: Vitals Entry - add vitals
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Access the 'Vitals Entry' form for "Client A".
  2. Select "Add" in the 'Add/Edit/Delete Vital Sign' field. Validate the dictionary values display in the following order: "Add", "Edit", Delete".
  3. Populate all required and desired vitals.
  4. Select the desired value in the 'Position' field. Validate the dictionary values display in the following order: "Sitting", "Lying", "Standing".
  5. Submit the form.
Scenario 2: Validate the 'Quick Vitals' quick action
Specific Setup:
  • A client must be enrolled in an existing episode (Client A)
  • 'Quick Vitals' Quick Action must be assigned to the user in the 'NX View Definition' form.
  • This is for Avatar NX systems only.
Steps
  1. Select "Client A" and access the 'Client Dashboard'.
  2. Navigate to the 'Quick Vitals' quick action.
  3. Click [Quick Vitals - Add].
  4. Validate "Diastolic" is spelled correctly.
  5. Enter the desired value in the 'Systolic' field.
  6. Validate the 'Diastolic' and 'Position' fields are required.
  7. Populate the desired fields and click [Save].
  8. Click [Quick Vitals - Add].
  9. Populate the desired fields and click [Save].
  10. Click [Quick Vitals - Add].
  11. Populate the desired fields and click [Save].
  12. Click [Close].
  13. Access the 'Vitals Entry' form.
  14. Select the 'Vitals Report' field.
  15. Click [Start Date Y].
  16. Click [Start Date T].
  17. Enter any value in the 'Start Time' field.
  18. Enter any value in the 'End Time' field.
  19. Select "All" in the 'Vital Sign(s) for Report' field.
  20. Click [View Report].
  21. Validate the report contains the entries filed in the previous steps.
  22. Click [Close Report].
  23. Close the form.
Scenario 3: Vitals Entry - validate vitals in the 'Recent Vitals' widget
Specific Setup:
  • The 'Recent Vitals' widget must be added to the HomeView of the logged in user.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select "Add" from the 'Add/Edit/Delete Vital Sign' field.
  3. Enter the desired date in the 'Date' field.
  4. Enter the desired time in the 'Time' field.
  5. Select "No" from the 'Refused Vitals' field.
  6. Populate all remaining vital sign fields.
  7. Click [Submit] and [No].
  8. Select "Client A" and navigate to the 'Recent Vitals' widget.
  9. Validate the vitals entered in the previous steps are displayed.
Scenario 4: Validate accessing various 'Quick Actions' from the 'Client Dashboard'
Specific Setup:
  • A client must be admitted to an active episode (Client A).
  • 'Update Client Data', 'Smoking Assessment', 'Problem List', 'Emergency Contact', 'Blood Pressure', and 'Alerts' Quick Actions must be assigned to the user's 'Client Dashboard' in the 'NX View Definition' form.
  • This is for Avatar NX systems only.
Steps
  1. Select "Client A" and launch the 'Client Dashboard'.
  2. Validate there is no grey box behind the client's name.
  3. Navigate to the 'Quick Actions' widget.
  4. Click [Update Client Data - Add].
  5. Validate only one dialog is displayed and it is not resizable.
  6. Click outside of the 'Update Client Data' dialog.
  7. Validate the dialog is fixed and centered in the screen.
  8. Enter "LASTNAME, FIRSTNAME" in the 'Name' field and press the "Tab" key.
  9. Validate the space is automatically removed after the comma.
  10. Click the 'State' field and validate the states are listed alphabetically.
  11. Populate the required and desired fields.
  12. Click [Save].
  13. Click [Emergency Contact - Add].
  14. Validate only one dialog is displayed and it is not resizable.
  15. Click outside of the 'Emergency Contact' dialog.
  16. Validate the dialog is fixed and centered in the screen.
  17. Enter "LASTNAME, FIRSTNAME" in the 'Emergency Contact Name' field and press the "Tab" key.
  18. Validate the space is automatically removed after the comma.
  19. Fill out any required any desired fields.
  20. Click [Save].
  21. Click [Smoking Assessment - Add].
  22. Validate only one dialog is displayed and it is not resizable.
  23. Click outside of the 'Smoking Assessment' dialog.
  24. Validate the dialog is fixed and centered in the screen.
  25. Populate the required fields.
  26. Click [Save].
  27. Click [Problems List - Add].
  28. Validate only one dialog is displayed and it is not resizable.
  29. Click outside of the 'Problems List' dialog.
  30. Validate the dialog is fixed and centered in the screen.
  31. Enter "Anxiety" in the 'Problem' field.
  32. Enter any value in the 'Status' field.
  33. Click [Save].
  34. Click [Blood Pressure - Add].
  35. Validate only one dialog is displayed and it is not resizable.
  36. Click outside of the 'Blood Pressure' dialog.
  37. Validate the dialog is fixed and centered in the screen.
  38. Validate "Diastolic" is spelled correctly.
  39. Enter the desired values in the 'Blood Pressure' fields.
  40. Click [Save].
  41. Click [Alerts - Add].
  42. Validate only one dialog is displayed and it is not resizable.
  43. Click outside of the 'Alerts' dialog.
  44. Validate the dialog is fixed and centered in the screen.
  45. Select "Warning (Custom)" in the 'Type of Alert' field.
  46. Select "All Episodes" in the 'Episode(s)' field.
  47. Enter any value with a special character in the 'Custom Message' field.
  48. Validate an error message and click [OK].
  49. Enter any value in the 'Custom Message' field.
  50. Select "No" in the 'Disabled' field.
  51. Select "Active for Date Range" in the 'Active or Active for Date Range' field.
  52. Validate the 'Start Date' and 'End Date' field populate with the current date.
  53. Click [End Date Y].
  54. Validate an 'Error' dialog stating: "Please choose an end date on or after the start date." and click [OK].
  55. Validate the 'End Date' field contains the current date.
  56. Enter any future value in the 'End Date' field.
  57. Select any form in the 'Applicable Forms' field (Form A).
  58. Validate the 'Applicable Forms' are listed alphabetically.
  59. Click [Save].
  60. Close the 'Client Dashboard'.
  61. Access 'Form A'.
  62. Validate the 'Client Alert' message is displayed and contains the message entered in the previous steps.
  63. Click [OK].
  64. Close the form.
Topics
• Vitals Entry • NX • Widgets
Update 81 Summary | Details
Avatar NX - 'Progress Notes' widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HomeView - Progress Notes Widget
Scenario 1: Progress Notes Widget - Sort Order by Filing Time in descending order
Specific Setup:
  • Enable document routing for the progress note form to be used for testing by using the "Document Routing Setup" form.
  • Admit a test client or select an existing test client.
  • Add the "Progress Notes Widget" to the user's home view using "View Definition" form.
Steps
  1. Open the Progress Notes form selected for testing
  2. Generate a progress note for a new service, be sure not to populate the "Start Time" and "End Times".
  3. Set the "Note Field" text to "Note 1".
  4. Set the "Draft/Final" to "Draft".
  5. Submit the form.
  6. Open the Progress Notes form selected for testing
  7. Generate a progress note for a new service, be sure not to populate the "Start Time" and "End Times".
  8. Set the "Note Field" text to "Note 2".
  9. Set the "Draft/Final" to "Draft".
  10. Submit the form.
  11. Open the Progress Notes form selected for testing.
  12. Generate a progress note for a new service, be sure not to populate the "Start Time" and "End Time".
  13. Set the "Note Field" text to "Note 3".
  14. Set the "Date of Service" to the same date as "Note 2".
  15. Set the "Draft/Final" to "Draft".
  16. Submit the form.
  17. Open the Progress Notes form selected for testing.
  18. Edit the 3rd note entered.
  19. Navigate to the "Progress Notes Widget".
  20. Validate the progress notes entered for this test appear in the following sorted order: "Note 1", "Note 3", "Note 2".
  21. "Note 3" will appear prior to "Note 2" since it was filed more recently than "Note 2" and due to the absence of start/end times, the program uses the filing time of the note.
Scenario 2: Progress Notes - Validate the 'Recent Vitals' on demand widget template
Specific Setup:
  • The 'Enable Templates On Demand for SQL Widgets' registry setting must be set to "Y".
  • The 'Recent Vitals' and 'Progress Notes' widgets must be on the HomeView for the user in 'View Definition'.
  • A client must be enrolled in an existing episode (Client A).
  • "Client A" must have at least two existing progress notes filed within the last 30 days.
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select "Add" from the 'Add/Edit/Delete Vital Sign' field.
  3. Enter the desired date in the 'Date' field.
  4. Enter the desired time in the 'Time' field.
  5. Select "No" from the 'Refused Vitals' field.
  6. Populate all remaining vital sign fields.
  7. Click [Submit] and [No].
  8. Access the 'Progress Notes (Group and Individual)' form.
  9. Select any value from the 'Select Episode' field.
  10. Select any value from the 'Progress Note For' field.
  11. Select any value from the 'Note Type' field.
  12. Click [Template Icon].
  13. Click [Widget Templates].
  14. Click [Client] and [Recent Vitals].
  15. Validate the 'Notes Field' contains the vitals entered in the previous steps.
  16. Complete the required fields.
  17. Select "Draft" from the 'Draft/Final' field.
  18. Click [Submit Note].
  19. Close the form.
  20. Select "Client A" and navigate to the 'Progress Notes' widget.
  21. Validate the note displays with the vitals entered in the previous steps.
  22. Validate every other note is shaded.
Topics
• Progress Notes • Widgets • Vitals Entry
Update 85 Summary | Details
Bells Notes Integration - Progress Notes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HomeView - My To Do's widget
Scenario 1: Bells Notes Integration - Validate document routing for progress notes when a supervisor is not required
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form must have document routing enabled.
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' widget on the HomeView.
  • A client is enrolled in an existing episode (Client A).
  • The 'Warning Message for "Draft" Forms' registry setting is enabled with a value.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter the desired service code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select the desired value in the 'Episode Number' field.
  6. Validate the 'Practitioner' field is populated with "Practitioner A"
  7. Fill out all required fields.
  8. Click [Submit].
  9. Validate successful submission.
  10. Validate the scheduled appointment is added to the 'Scheduling Calendar' form.
  11. Log into Bells Notes with existing login credentials.
  12. Click the "Agenda" section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar.
  13. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes.
  14. Validate [Start Note] is displayed for the scheduled appointment on the right side of the Bells Notes.
  15. Click [Start Note] and verify the existence of the "Session Information" window.
  16. Fill out all required fields and select the desired note type.
  17. Validate user is able to start a note successfully.
  18. Verify the existence of "Client A" in the client header when note is started.
  19. Fill out all required fields.
  20. Click [Sign Note].
  21. Validate the Sign Note' dialog is displayed.
  22. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  23. Validate a message is displayed stating: Note Signed Successfully.
  24. Log into myAvatar as [UserA].
  25. Navigate to the "My To Do's" widget.
  26. Locate the To Do just routed and click [Approve Document].
  27. Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Practitioner A" as Author.
  28. Click [Accept].
  29. Enter the password for "User A" in the 'Verify Password' dialog and click [OK].
  30. Validate the To-Do is no longer displayed.
Scenario 2: Bells Notes Integration - Accept a note via the "Sign" section of the 'My To Do's' widget
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate.
  • 'Progress Notes (Group and Individual)' must have document routing enabled.
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' widget on the HomeView.
  • A client is enrolled in an existing episode (Client A).
  • The 'Warning Message for "Draft" Forms' registry setting is enabled with a value.
Steps
  1. Log into Bells Notes with existing login credentials for "User A".
  2. Search for "Client A".
  3. Click [Start Note] and verify the existence of the 'Session Information' window.
  4. Fill out all required fields and select the desired note type.
  5. Verify the existence of "Client A" in the client header when note is started.
  6. Fill out all required fields.
  7. Click [Sign Note].
  8. Validate the Sign Note' dialog is displayed.
  9. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  10. Validate a message is displayed stating: Note Signed Successfully.
  11. Log into myAvatar as "User A".
  12. Navigate to the "My To Do's" widget.
  13. Select the "Sign" section.
  14. Validate the 'Search Documents' field contains the progress note document sent via Bells Notes for "Client A".
  15. Validate the 'Document' field contains the progress note data.
  16. Click [Accept].
  17. Validate the 'Search Documents' field no longer contains the progress note document for "Client A".
  18. Validate the 'Accepted Documents' field contains the accepted progress note document for "Client A".
  19. Click [Sign All].
  20. Enter the password for "User A" in the 'Verify Password' dialog and click [OK].
  21. Validate the 'Accepted Documents' field no longer contains the progress note document for "Client A".
Scenario 3: Bells Notes Integration - Accept a note via the "All" section of the 'My To Do's' widget
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form must have document routing enabled.
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' widget on the HomeView.
  • A client is enrolled in an existing episode (Client A).
  • The 'Warning Message for "Draft" Forms' registry setting is enabled with a value.
Steps
  1. Log into Bells Notes with existing login credentials for "User A".
  2. Search for "Client A".
  3. Click [Start Note] and verify the existence of the 'Session Information' window.
  4. Fill out all required fields and select the desired note type.
  5. Verify the existence of "Client A" in the client header when note is started.
  6. Fill out all required fields.
  7. Click [Sign Note].
  8. Validate the Sign Note' dialog is displayed.
  9. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  10. Validate a message is displayed stating: Note Signed Successfully.
  11. Log into myAvatar as "User A".
  12. Navigate to the "My To Do's" widget.
  13. Select the "All" section.
  14. Validate a To-Do is displayed for the progress note sent via Bells Notes for "Client A".
  15. Click [Approve Document].
  16. Validate the progress note data is displayed.
  17. Click [Accept].
  18. Enter the password for "User A" in the 'Verify Password' field and click [OK].
  19. Validate the To-Do is no longer displayed.
Scenario 4: Bells Notes Integration - Validate document routing for progress notes when a supervisor is required
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • A user is defined [UserA] with the following:
  • Access to Bells Notes
  • Associated practitioner (Practitioner A)
  • Requires a supervisor's approval for document routing (Practitioner B)
  • Access to the 'My To Do's' widget on the HomeView
  • Must be logged in as this user
  • A user is defined [UserB] with the following:
  • Associated practitioner (Practitioner B)
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' widget on the HomeView
  • The 'Progress Notes (Group and Individual)' form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form must have document routing enabled.
  • The 'Warning Message for "Draft" Forms' registry setting is enabled with a value.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter the desired service code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select the desired value in the 'Episode Number' field.
  6. Validate the 'Practitioner' field is populated with "Practitioner A"
  7. Fill out all required fields.
  8. Click [Submit].
  9. Validate successful submission.
  10. Validate the scheduled appointment is added to the 'Scheduling Calendar' form.
  11. Log into Bells Notes with existing login credentials.
  12. Click the "Agenda" section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar.
  13. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes.
  14. Validate [Start Note] is displayed for the scheduled appointment on the right side of the Bells Notes.
  15. Click [Start Note] and verify the existence of the "Session Information" window.
  16. Fill out all required fields and select the desired note type.
  17. Validate user is able to start a note successfully.
  18. Verify the existence of "Client A" in the client header when note is started.
  19. Fill out all required fields.
  20. Click [Sign Note].
  21. Validate the Sign Note' dialog is displayed.
  22. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  23. Validate a message is displayed stating: Note Signed Successfully.
  24. Log into myAvatar as [UserB].
  25. Navigate to the "My To Do's" widget.
  26. Locate the To Do just routed and click [Approve Document].
  27. Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Practitioner A" as Author and "Practitioner B" as Supervisor.
  28. Click [Accept].
  29. Enter the password for [UserB] in the 'Verify Password' dialog and click [OK].
  30. Validate the To-Do is no longer displayed.
Scenario 5: Bell Notes Integration - Validate progress notes when Document Routing is disabled
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • A user is defined [UserA] with the following:
  • Access to Bells Notes with an existing client admitted (Client A)
  • Associated practitioner
  • Must be logged in as this user
  • "Progress Notes" widget configured into myAvatar
  • The 'Progress Notes (Group and Individual)' form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate.
  • Document routing is disabled for the 'Progress Notes (Group and Individual)' form.
  • The 'Warning Message for "Draft" Forms' registry setting is enabled with a value.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter the desired service code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select the desired value in the 'Episode Number' field.
  6. Fill out all required fields.
  7. Click [Submit].
  8. Validate successful submission.
  9. Validate the scheduled appointment is added to the 'Scheduling Calendar' form.
  10. Log into Bells Notes with existing login credentials.
  11. Click the "Agenda" section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar.
  12. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes.
  13. Validate [Start Note] is displayed for the scheduled appointment on the right side of the Bells Notes.
  14. Click [Start Note] and verify the existence of the "Session Information" window.
  15. Fill out all required fields and select the desired note type.
  16. Validate user is able to start a note successfully.
  17. Verify the existence of "Client A" in the client header when note is started.
  18. Fill out all required fields.
  19. Click [Sign Note].
  20. Validate the Sign Note' dialog is displayed.
  21. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  22. Validate a message is displayed stating: Note Signed Successfully.
  23. Log into myAvatar as [UserA].
  24. Select "Client A" and select "Progress Notes" widget.
  25. Verify the Progress Note status is final on the signed off appointment with document routing disabled.
Topics
• Registry Settings • Progress Notes
Update 87 Summary | Details
'Progress Notes (Group and Individual)' modified for registry setting 'Attach Selected Appointment To Notes On Draft'.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HomeView - My To Do's widget
Scenario 1: Bells Notes Integration - Validate document routing for progress notes when a supervisor is not required
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form must have document routing enabled.
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' widget on the HomeView.
  • A client is enrolled in an existing episode (Client A).
  • The 'Warning Message for "Draft" Forms' registry setting is enabled with a value.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter the desired service code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select the desired value in the 'Episode Number' field.
  6. Validate the 'Practitioner' field is populated with "Practitioner A"
  7. Fill out all required fields.
  8. Click [Submit].
  9. Validate successful submission.
  10. Validate the scheduled appointment is added to the 'Scheduling Calendar' form.
  11. Log into Bells Notes with existing login credentials.
  12. Click the "Agenda" section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar.
  13. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes.
  14. Validate [Start Note] is displayed for the scheduled appointment on the right side of the Bells Notes.
  15. Click [Start Note] and verify the existence of the "Session Information" window.
  16. Fill out all required fields and select the desired note type.
  17. Validate user is able to start a note successfully.
  18. Verify the existence of "Client A" in the client header when note is started.
  19. Fill out all required fields.
  20. Click [Sign Note].
  21. Validate the Sign Note' dialog is displayed.
  22. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  23. Validate a message is displayed stating: Note Signed Successfully.
  24. Log into myAvatar as [UserA].
  25. Navigate to the "My To Do's" widget.
  26. Locate the To Do just routed and click [Approve Document].
  27. Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Practitioner A" as Author.
  28. Click [Accept].
  29. Enter the password for "User A" in the 'Verify Password' dialog and click [OK].
  30. Validate the To-Do is no longer displayed.
Scenario 2: Validate 'Progress Notes (Group and Individual) when registry setting 'Attach Selected Appointment To Notes on Draft' registry setting when set to '2'.
Specific Setup:
  • An appointment is on file for any test client.
  • Registry Setting 'Attach Selected Appointment To Notes on Draft' is set to '2'. Note: as with any Registry Setting, use caution when enabling this setting if it does not apply to your agency workflow.
Steps
  1. Create a progress note against an appointment for the test client using 'Progress Notes (Group and Individual)' form.
  2. File the note as 'Draft'.
  3. Close the form.
  4. Return to the 'Scheduling Calendar'.
  5. Edit the appointment and change the 'Location'.
  6. Open the 'Progress Notes (Group and Individual)' form.
  7. Select the test client and select the 'Draft' note from the 'Select Draft Note to Edit' field.
  8. Verify the 'Location' is correct.
  9. Edit the note as needed.
  10. File the note as 'Final'.
  11. Close the form.
  12. Open the 'Progress Note (Group and Individual)' in the client Chart View.
  13. Verify the data in the note is correct.
Scenario 3: Validate 'Progress Notes (Group and Individual) when registry setting 'Attach Selected Appointment To Notes on Draft' registry setting when set to '1'.
Specific Setup:
  • An appointment is on file for any test client.
  • Registry Setting 'Attach Selected Appointment To Notes on Draft' is set to '1'. Note: as with any Registry Setting, use caution when enabling this setting if it does not apply to your agency workflow.
Steps
  1. Create a progress note against an appointment for the test client using 'Progress Notes (Group and Individual)' form.
  2. File the note as 'Draft'.
  3. Close the form.
  4. Return to the 'Scheduling Calendar'.
  5. Edit the appointment and change the 'Location'.
  6. Open the 'Progress Notes (Group and Individual)' form.
  7. Select the test client and select the 'Draft' note from the 'Select Draft Note to Edit' field.
  8. Verify the 'Location' is correct.
  9. Edit the note as needed.
  10. File the note as 'Final'.
  11. Close the form.
  12. Open the 'Progress Note (Group and Individual)' in the client Chart View.
  13. Verify the data in the note is correct.
Scenario 4: Bells Notes Integration - Validate document routing for progress notes when a supervisor is required
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • A user is defined [UserA] with the following:
  • Access to Bells Notes
  • Associated practitioner (Practitioner A)
  • Requires a supervisor's approval for document routing (Practitioner B)
  • Access to the 'My To Do's' widget on the HomeView
  • Must be logged in as this user
  • A user is defined [UserB] with the following:
  • Associated practitioner (Practitioner B)
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' widget on the HomeView
  • The 'Progress Notes (Group and Individual)' form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form must have document routing enabled.
  • The 'Warning Message for "Draft" Forms' registry setting is enabled with a value.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter the desired service code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select the desired value in the 'Episode Number' field.
  6. Validate the 'Practitioner' field is populated with "Practitioner A"
  7. Fill out all required fields.
  8. Click [Submit].
  9. Validate successful submission.
  10. Validate the scheduled appointment is added to the 'Scheduling Calendar' form.
  11. Log into Bells Notes with existing login credentials.
  12. Click the "Agenda" section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar.
  13. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes.
  14. Validate [Start Note] is displayed for the scheduled appointment on the right side of the Bells Notes.
  15. Click [Start Note] and verify the existence of the "Session Information" window.
  16. Fill out all required fields and select the desired note type.
  17. Validate user is able to start a note successfully.
  18. Verify the existence of "Client A" in the client header when note is started.
  19. Fill out all required fields.
  20. Click [Sign Note].
  21. Validate the Sign Note' dialog is displayed.
  22. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  23. Validate a message is displayed stating: Note Signed Successfully.
  24. Log into myAvatar as [UserB].
  25. Navigate to the "My To Do's" widget.
  26. Locate the To Do just routed and click [Approve Document].
  27. Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Practitioner A" as Author and "Practitioner B" as Supervisor.
  28. Click [Accept].
  29. Enter the password for [UserB] in the 'Verify Password' dialog and click [OK].
  30. Validate the To-Do is no longer displayed.
Scenario 5: Bell Notes Integration - Validate progress notes when Document Routing is disabled
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • A user is defined [UserA] with the following:
  • Access to Bells Notes with an existing client admitted (Client A)
  • Associated practitioner
  • Must be logged in as this user
  • "Progress Notes" widget configured into myAvatar
  • The 'Progress Notes (Group and Individual)' form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate.
  • Document routing is disabled for the 'Progress Notes (Group and Individual)' form.
  • The 'Warning Message for "Draft" Forms' registry setting is enabled with a value.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter the desired service code in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select the desired value in the 'Episode Number' field.
  6. Fill out all required fields.
  7. Click [Submit].
  8. Validate successful submission.
  9. Validate the scheduled appointment is added to the 'Scheduling Calendar' form.
  10. Log into Bells Notes with existing login credentials.
  11. Click the "Agenda" section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar.
  12. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes.
  13. Validate [Start Note] is displayed for the scheduled appointment on the right side of the Bells Notes.
  14. Click [Start Note] and verify the existence of the "Session Information" window.
  15. Fill out all required fields and select the desired note type.
  16. Validate user is able to start a note successfully.
  17. Verify the existence of "Client A" in the client header when note is started.
  18. Fill out all required fields.
  19. Click [Sign Note].
  20. Validate the Sign Note' dialog is displayed.
  21. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  22. Validate a message is displayed stating: Note Signed Successfully.
  23. Log into myAvatar as [UserA].
  24. Select "Client A" and select "Progress Notes" widget.
  25. Verify the Progress Note status is final on the signed off appointment with document routing disabled.
Topics
• Registry Settings • Progress Notes • Add New Appointment
2021 Update 102 Summary | Details
Progress Notes (Group and Individual) - Service End Time Beyond Midnight
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Form - Scheduling Calendar - Warning Same Day Existing Appointment
Scenario 1: Progress Notes (Group and Individual) - Allow Start - End Times to Extend Beyond Midnight
Specific Setup:
  • Enable the Registry Setting Avatar PM->Billing->Client Charge Input->->->Include Start - End Times.
  • Enable Registry Setting Avatar PM->Billing->Client Charge Input->->->Allow Start - End Times To Extend Beyond Midnight.
  • Enable Registry Setting Avatar CWS->Progress Notes->Progress Notes (Group and Individual)->->->Post Appointment When the Note Is Submitted.
  • Using the "Document Routing Setup", enable document routing for the "Progress Notes (Group and Individual)".
Steps
  1. Open the "Scheduling Calendar" and create an appointment for a test client.
  2. Open the "Progress Notes (Group and Individual)" form.
  3. Create an individual progress note and attach it to the existing appointment created with "Scheduling Calendar".
  4. Fill out all required fields.
  5. Change the "Service Start Time" to "11:50 PM".
  6. Change the "Service End Time" to "12:15 AM".
  7. Validate a warning message indicating the "Service End Time is beyond midnight from Service Start Time".
  8. Finalize the progress note by setting the "Draft/Final" field to "Final".
  9. Using the "All Documents Widget", locate the document and display it to verify the document displays, including the changes to the "Service Start Time" and "Service End Time".
Scenario 2: Progress Notes (Group and Individual) - Allow Start - End Times to Extend Beyond Midnight - Multiple Start-End Times enabled
Specific Setup:
  • Enable the Registry Setting Avatar PM->Billing->Client Charge Input->->->Include Start - End Times.
  • Enable Registry Setting Avatar PM->Billing->Client Charge Input->->->Allow Start - End Times To Extend Beyond Midnight.
  • Enable Registry Setting Avatar CWS->Progress Notes->Progress Notes (Group and Individual)->->->Post Appointment When the Note Is Submitted.
  • Enable the Registry Setting Avatar CWS->Progress Notes->Progress Notes (Group and Individual)->->->Multiple Start and End Times to Document Sessions.
  • Using the "Document Routing Setup", enable document routing for the "Progress Notes (Group and Individual)".
Steps
  1. Open the "Scheduling Calendar" and create an appointment for a test client.
  2. Open the "Progress Notes (Group and Individual)" form.
  3. Create an individual progress note and attach it to the existing appointment created with "Scheduling Calendar".
  4. Fill out all required fields.
  5. Set the "Session Start Time" to "10:00 PM".
  6. Set the "Session End Time" to "10:15 PM".
  7. Click "Add/Update Time" button.
  8. Set the "Session Start Time" to "10:20 PM".
  9. Set the "Session End Time" to "10:40 PM".
  10. Click "Add/Update Time" button.
  11. Set the "Session Start Time" to "11:15 PM".
  12. Set the "Session End Time" to "11:45 PM".
  13. Click "Add/Update Time" button.
  14. Set the "Session Start Time" to "11:50 PM".
  15. Set the "Session End Time" to "12:15 AM".
  16. Click "Add/Update Time" button.
  17. Validate a warning message displays indicating "12:15 AM is beyond midnight from 11:50 PM"
  18. Click to continue filing.
  19. Finalize the progress note by setting the "Draft/Final" field to "Final".
  20. Using the "All Documents Widget", locate the document and display it to verify the document displays, including the multiple start and end times.
Progress Notes - Co-Practitioner/Co-Practitioner 2
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • app-dynamicform-csi-data-collection-verification
Scenario 1: Ambulatory Progress Notes - Existing Appointment
Specific Setup:
  • Enable the "Include Co-Practitioner" Registry setting.
  • Enable the "Include Co-Practitioner 2" Registry setting.
  • Using the "Document Routing Setup" form, enable document routing for the "Ambulatory Progress Notes".
Steps
  1. Using the "Scheduling Calendar" form, create an appointment.
  2. Open the "Ambulatory Progress Notes" form.
  3. Create a progress note for the existing appointment that was created in "Scheduling Calendar".
  4. Set the "Co-Practitioner" field to a valid practitioner.
  5. Set the "Co-Practitioner Duration (Minutes)" to the desired minutes.
  6. Set the "Co-Practitioner 2" field to a valid practitioner.
  7. Set the "Co-Practitioner 2 Duration (Minutes)" to the desired minutes.
  8. Set the "Co-Practitioner" field to null.
  9. Set the "Co-Practitioner 2" field to null.
  10. Finalize the note by setting "Draft/Final" to "Final".
  11. Validate a message displaying indicating that Co Practitioner isn't populated, but the Co-Practitioner Duration (Minutes) is.
  12. Set the "Co-Practitioner" field to a valid practitioner.
  13. Finalize the note by setting "Draft/Final" to "Final".
  14. Validate a message displaying indicating that Co Practitioner 2 isn't populated, but the Co-Practitioner 2 Duration (Minutes) is.
  15. Set the "Co-Practitioner 2" field to a valid practitioner.
  16. Finalize the note by setting "Draft/Final" to "Final".
  17. Open the "Client Ledger" form.
  18. Generate the ledger for the client.
  19. Validate a row was added to the client's ledger when the progress note was filed.
Scenario 2: Inpatient Progress Notes - Existing Appointment
Specific Setup:
  • Enable the "Include Co-Practitioner" Registry setting.
  • Enable the "Include Co-Practitioner 2" Registry setting.
  • Using the "Document Routing Setup" form, enable document routing for the "Inpatient Progress Notes".
Steps
  1. Using the "Scheduling Calendar" form, create an appointment.
  2. Open the "Inpatient Progress Notes" form.
  3. Create a progress note for the existing appointment that was created in "Scheduling Calendar".
  4. Set the "Co-Practitioner" field to a valid practitioner.
  5. Set the "Co-Practitioner Duration (Minutes)" to the desired minutes.
  6. Set the "Co-Practitioner 2" field to a valid practitioner.
  7. Set the "Co-Practitioner 2 Duration (Minutes)" to the desired minutes.
  8. Set the "Co-Practitioner" field to null.
  9. Set the "Co-Practitioner 2" field to null.
  10. Finalize the note by setting "Draft/Final" to "Final".
  11. Validate a message displaying indicating that Co Practitioner isn't populated, but the Co-Practitioner Duration (Minutes) is.
  12. Set the "Co-Practitioner" field to a valid practitioner.
  13. Finalize the note by setting "Draft/Final" to "Final".
  14. Validate a message displaying indicating that Co Practitioner 2 isn't populated, but the Co-Practitioner 2 Duration (Minutes) is.
  15. Set the "Co-Practitioner 2" field to a valid practitioner.
  16. Finalize the note by setting "Draft/Final" to "Final".
  17. Open the "Client Ledger" form.
  18. Generate the ledger for the client.
  19. Validate a row was added to the client's ledger when the progress note was filed.
Topics
• Progress Notes • NX • myAvatar/myAvatar NX