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Avatar CWS 2022 Monthly Release 2022.02.02 Acceptance Tests

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Update 21 Summary | Details
Recent Lab Results Widget Template Performance Improvement
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Diagnosis
  • Client Profile / Physicians Orders
  • Results Entry
  • Dynamic Form - Order Entry Client Profile Order List/Selection
  • Select Result
  • Ambulatory Progress Notes
  • Progress Notes (Group and Individual)
Scenario 1: Recent Lab Results Widget Template Validation
Specific Setup:
  • The registry setting "Enable Templates on Demand for SQL Widget" is enabled.
  • Admit or select an existing client who has an address on file.
Steps
  1. Enter a lab order using the "Client Profile/Physicians Orders" form.
  2. Using the "Results Entry" form, enter a result for the lab order as follows:
  3. “Add” a result
  4. Click “Select Order” and select the order from Step 1
  5. Enter any data desired in the required ‘Filler Order #’ field
  6. Under ‘Universal Service ID Code Lookup’ select “Contains search string” and search for the desired result by name
  7. Populate the ‘Specimen Collected Date’, ‘Specimen Collected Time’, ‘Specimen Received Date’, and ‘Specimen Received Time’ fields with dates/times within 5 days of current.
  8. Click “File Header Info”
  9. Navigate to the ‘Result Details’ tab
  10. “Add” Result Detail
  11. Under ‘Universal ID Code’ select “Contains search string” and search for the desired result
  12. Under ‘Observation Result Status Code’ select any code
  13. Populate the ‘Observation Date’ and ‘Observation Time’ fields with dates/times within 5 days of current.
  14. Click “File Detail Info” and “Exit Option”
  15. Open any form such as a progress note that has a scrolling free text field type.
  16. Navigate to the scrolling free text field.
  17. Click the widget template icon next to the scrolling free text field.
  18. Click "Widget Templates".
  19. Click "Client".
  20. Click "Recent Lab Results".
  21. Click "Active Diagnoses"
  22. Validate the scrolling free text field is populated with the client's recent lab results and active diagnoses.
  23. Complete the form and file the data.
Scenario 2: Validate data results using "User Defined " text templates
Specific Setup:
  • The registry setting "Enable Templates on Demand for SQL Widget" is enabled.
  • Have access to a form that contains as scrolling text field, for example a progress note form.
Steps
  1. Open the form
  2. Navigate to the scrolling free text field.
  3. "Right-Click" in the field (In "Avatar NX", click the widget template icon next field)
  4. Select "User Defined Template".
  5. Click "Manage Templates".
  6. Set the "Template Name" to a desired name [TemplateTest]
  7. Add fields such as Street, City, State, Zip by dragging from the right side panel
  8. Type in text in the field that also includes carriage return line feeds within the text
  9. Click the [Preview] button
  10. Validate the "Preview" window, displays all data as expected including the line feeds
  11. Click [OK]
  12. Click [Add]
  13. Validate [TemplateTest] displays in the bottom panel under "My Templates"
  14. Click [Save]
  15. "Right-Click" in the field
  16. Click "User Defined Templates"
  17. Select [TemplateTest] template
  18. Validate the field is populated with data and text based on the template set up in step 1
  19. Validate all data is formatted as expected, including any carriage return line feeds included in the template
  20. Submit the form
  21. Return to the form and select the row just submitted
  22. Navigate to the scrolling text field
  23. Validate the data populated and formatted in the field is as expected, including any carriage return line feeds included in the template
Topics
• Widgets • NX
Update 65 Summary | Details
'Treatment Plan' - Automatic Backup and Document Routing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
  • Registry Settings (CWS)
Scenario 1: Treatment Plan - default from previous plan
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • Client A must have a Treatment Plan filed that has values entered in the 'Strengths', 'Weaknesses', and 'Discharge Planning' fields (Plan A).
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Verify the 'Do you want to default plan information form a previously entered plan?' dialog is displayed.
  4. Click [Yes].
  5. Select "Plan A" in the 'Default From Previous' field.
  6. Click [OK].
  7. Enter the desired date in the 'Please Enter Plan Date' field.
  8. Click [OK].
  9. Verify the 'Are you sure you want to default information from this plan?' dialog is displayed.
  10. Click [Yes].
  11. Enter the current date in the 'Plan Date' field.
  12. Select any value in the 'Plan Type' field.
  13. Select 'Draft' in the 'Treatment Plan Status' field.
  14. Validate the 'Strengths' field contains the information defaulted in from "Plan A".
  15. Validate the 'Weaknesses' field contains the information defaulted in from "Plan A".
  16. Validate the 'Discharge Planning' field contains the information defaulted in from "Plan A".
  17. Click [Launch Plan].
  18. Add a new problem, goal, objective and intervention.
  19. Click [Back to Plan Page].
  20. Validate the 'Strengths' field contains the information defaulted in from "Plan A".
  21. Validate the 'Weaknesses' field contains the information defaulted in from "Plan A".
  22. Validate the 'Discharge Planning' field contains the information defaulted in from "Plan A".
  23. Select "Final" in the 'Treatment Plan Status' field.
  24. Click [Submit].
Scenario 2: Treatment Plan - Default From Previous Plan when Document Routing is enabled and the 'Enable Automatic Backup' registry setting is enabled
Specific Setup:
  • Document Routing is enabled on the 'Treatment Plan' form.
  • The 'Enable Automatic Backup' registry setting is set to "Y".
  • A client is enrolled in an existing episode (Client A).
  • The 'Treatment Plan Default Setup' form must be configured for the 'Treatment Plan' form to default all sections and problem, goal, objective, and intervention data.
  • The 'Default From Previous Plan' registry setting must be set to "Y"
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Enter the current date in the 'Plan Date' field.
  4. Select any value in the 'Plan Type' field.
  5. Select the desired problem to include in the plan from the 'Problems' grid.
  6. Click [New Row].
  7. Select any value from the 'Role' field in the 'Participation' section.
  8. Select the desired staff member in the 'Staff ID' field.
  9. Validate that the selected staff member's name displays in the 'Participant Name' field.
  10. Select any value from the 'Plan Author' field.
  11. Select any value from the 'Notification' field.
  12. Add multiple staff members as needed.
  13. Enter any value in the 'Strengths' field.
  14. Enter any value in the 'Weakness' field.
  15. Enter any value in the 'Discharge Planning' field.
  16. Select "Draft" in the 'Treatment Plan Status' field.
  17. Click [Launch Plan].
  18. Select the problem from the 'Tree View'.
  19. Select any value from the 'Status' field.
  20. Click [Add New Goal].
  21. Enter any value in the 'Goal' field.
  22. Select any value from the 'Status' field.
  23. Click [Add New Objective].
  24. Enter any value in the 'Objective' field.
  25. Select any value from the 'Status' field.
  26. Click [Add New Intervention].
  27. Enter any value in the 'Intervention' field.
  28. Select any value in the 'Status' field.
  29. Click [Back To Plan Page] and [Submit].
  30. Select "Client A" and access the 'Treatment Plan' form.
  31. Validate a message is displayed stating: Do you want to default plan information from a previously entered plan?.
  32. Click [Yes].
  33. Select the previously filed treatment plan in the 'Default From Previous' field and click [OK].
  34. Validate a message is displayed stating: Are you sure you want to default information from this plan?
  35. Click [Yes].
  36. Validate the 'Plan Date' field is displays as expected.
  37. Select the desired value in the 'Plan Type' field.
  38. Change "Draft" to "Final" in the 'Treatment Plan Status' field.
  39. Click [Submit].
  40. Validate all of the previously filed treatment plan data that was defaulted into this plan displays in the document routing TIFF image.
  41. Click [Accept].
  42. Enter the password for the logged in user and press the 'Enter' key.
  43. Validate the 'Treatment Plan' files successfully.
Scenario 3: Treatment Plan - Load Treatment Plan data from Automatic Backup when Document Routing is enabled
Specific Setup:
  • Document Routing is enabled on the 'Treatment Plan' form.
  • The 'Enable Automatic Backup' registry setting is set to "Y".
  • A client is enrolled in an existing episode(Client A).
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Enter the current date in the 'Plan Date' field.
  4. Select any value in the 'Plan Type' field.
  5. Select the desired problem to include in the plan from the 'Problems' grid.
  6. Click [New Row].
  7. Select any value from the 'Role' field in the 'Participation' section.
  8. Select the desired staff member in the 'Staff ID' field.
  9. Validate that the selected staff member's name displays in the 'Participant Name' field.
  10. Select any value from the 'Plan Author' field.
  11. Select any value from the 'Notification' field.
  12. Add multiple staff members as needed.
  13. Enter any value in the 'Strengths' field.
  14. Enter any value in the 'Weakness' field.
  15. Enter any value in the 'Discharge Planning' field.
  16. Select "Draft" in the 'Treatment Plan Status' field.
  17. Click [Launch Plan].
  18. Select the problem from the 'Tree View'.
  19. Select any value from the 'Status' field.
  20. Click [Add New Goal].
  21. Enter any value in the 'Goal' field.
  22. Select any value from the 'Status' field.
  23. Click [Add New Objective].
  24. Enter any value in the 'Objective' field.
  25. Select any value from the 'Status' field.
  26. Click [Add New Intervention].
  27. Enter any value in the 'Intervention' field.
  28. Select any value in the 'Status' field.
  29. Click [Back To Plan Page] and [Discard].
  30. Validate a message is displayed stating: "Are you sure you want to Close without saving?"
  31. Click [Yes].
  32. Select "Client A" and access the 'Treatment Plan' form.
  33. Validate the ‘Load From Backup’ dialog displays with a message stating: "You have an unsubmitted backup of a plan from [the current date] and [the current time]. Would you like to load it instead of creating a new one?"
  34. Click [Yes].
  35. Validate the 'Plan Date' field is displays as expected.
  36. Validate the 'Plan Type' field is displays as expected.
  37. Change "Draft" to "Final" in the 'Treatment Plan Status' field.
  38. Click [Submit].
  39. Validate all of the previously filed treatment plan data that was defaulted into this plan displays in the document routing TIFF image.
  40. Click [Accept].
  41. Enter the password for the logged in user and press the 'Enter' key.
  42. Validate the 'Treatment Plan' files successfully.
Scenario 4: Treatment Plan - File a Treatment Plan with Document Routing
Specific Setup:
  • Client must be admitted into an active episode with problems recorded in 'Problem List' form (Client A).
  • The "SS Treatment Plan Int Service Code 1" field must be enabled for the 'Treatment Plan' form through the 'Site Specific Section Modeling' form (Service Code).
  • The 'Treatment Plan' form must have document routing enabled.
  • Must have the 'My To Do's' widget configured on a view.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Enter "T" in the 'Plan Date' field.
  4. Validate the current date is displayed in the 'Plan Date' field.
  5. Click [Plan Date T].
  6. Validate the current date is displayed in the 'Plan Date' field.
  7. Select any value in the 'Plan Type' field.
  8. Select any value from 'Problem List'.
  9. Click [New Row].
  10. Select any value from the 'Role' field in the 'Participation' section.
  11. Select 'Staff ID' and enter "Staff Member A".
  12. Validate that the selected staff member's name displays in the 'Participant Name' field.
  13. Select any value from the 'Plan Author' field.
  14. Select any value from the 'Notification' field.
  15. Add multiple staff members as needed.
  16. Enter any value in the 'Strengths' field.
  17. Enter any value in the 'Weakness' field.
  18. Enter any value in the 'Discharge Planning' field.
  19. Select "Draft" in the 'Draft/Final' field.
  20. Click [Launch Plan].
  21. Select the problem from the 'Tree View'.
  22. Select any value from the 'Status' field.
  23. Click [Add New Goal].
  24. Enter any value in the 'Goal' field.
  25. Select any value from the 'Status' field.
  26. Click [Add New Objective].
  27. Enter any value in the 'Objective' field.
  28. Select any value from the 'Status' field.
  29. Click [Add New Intervention].
  30. Enter any value in the 'Intervention' field.
  31. Select any value in the 'Status' field.
  32. Enter any value in the 'Service Code' field.
  33. Validate results display and select the desired value.
  34. Click [Return to Plan].
  35. Select "Final" in the 'Draft/Final' field.
  36. Click [Submit].
  37. Validate the treatment plan data displays as expected in the 'Document Routing' screen.
  38. Click [Sign and Route].
  39. Enter the password and press the 'Enter' key.
  40. Select the staff member associated with the logged in user in the 'Route Document To' field and click [Add]
  41. Click [Submit]
  42. Access the 'My To Do's' widget.
  43. Click [My To Do's].
  44. Validate the record for "Client A" and click [Review].
  45. Validate the treatment plan data displays as expected in the 'Document Preview'.
  46. Click [Accept] and [Sign].
  47. Enter the password and click [Verify].
  48. Validate the record is no longer present.
  49. Close the 'To Do's'.
Scenario 5: Treatment Plan - Add a Problem, Goal, Objective, and Intervention with the 'Enable Automatic Backup' registry setting set to "Y"
Specific Setup:
  • The 'Avatar CWS->Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y".
  • A client must be enrolled in an existing episode (Client A).
  • Scrolling Free Text fields must be enabled via the 'Site Specific Section Modeling' form for a 'Treatment Plan' form. (Strengths, Weaknesses, Discharge Planning) (Treatment Plan)
Steps
  1. Select “Client A” and access the ‘Treatment Plan’ form.
  2. Set the ‘Plan Date’ field to the current date.
  3. Set the ‘Plan Name’ to any value.
  4. Select any value in the ‘Plan Type’ field.
  5. Set the 'Strengths' field to any value.
  6. Set the 'Weaknesses' field to any value.
  7. Set the 'Discharge Planning' field to any value.
  8. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
  9. Click [Add New Problem].
  10. Set the ‘Problem Code’ field to any value.
  11. Select “Active” in the ‘Status (Problem List)’ field.
  12. Set the ‘Problem’ field to any value.
  13. Select any value in the ‘Status’ field.
  14. Click [Add New Goal].
  15. Set the ‘Goal’ field to any value.
  16. Select any value in the ‘Status’ field.
  17. Click [Add New Objective].
  18. Set the ‘Objective’ field to any value.
  19. Select any value in the ‘Status’ field.
  20. Click [Add New Intervention].
  21. Set the ‘Intervention’ field to any value.
  22. Select any value in the ‘Status’ field.
  23. Click [Back to Plan Page].
  24. Close the form.
  25. Select “Client A” and access the ‘Treatment Plan’ form.
  26. Validate the ‘Load From Backup’ dialog displays with a message stating: "You have an unsubmitted backup of a plan from [the current date] and [the current time]. Would you like to load it instead of creating a new one?" and click [Yes].
  27. Validate the 'Strengths' field contains the value previously filed.
  28. Validate the 'Weaknesses' field contains the value previously filed.
  29. Validate the 'Discharge Planning' field contains the value previously filed.
  30. Click [Launch Plan].
  31. Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added.
  32. Click [Exit to Home View].
Scenario 6: Treatment Plan - 'Enable Automatic Backup' registry setting set to "N"
Specific Setup:
  • The 'Avatar CWS-> Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "N".
  • A client must have an active episode. (Client A)
Steps
  1. Select “Client A” and access the ‘Treatment Plan’ form.
  2. Set the ‘Plan Date’ field to the current date.
  3. Set the ‘Plan Name’ field to any value.
  4. Select any value in the ‘Plan Type’ field.
  5. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
  6. Click [Add New Problem].
  7. Set the ‘Problem Code’ field to any value.
  8. Select “Active” in the ‘Status (Problem List)’ field.
  9. Set the ‘Problem’ field to any value
  10. Select any value in the ‘Status’ field and click [Add New Goal].
  11. Set the ‘Goal’ field to any value.
  12. Select any value in the ‘Status’ field and click [Add New Objective].
  13. Set the ‘Objective’ field to any value.
  14. Select any value in the ‘Status’ field and click [Add New Intervention].
  15. Set the ‘Intervention’ field to any value.
  16. Select any value in the ‘Status’ field and click [Back to Plan Page].
  17. Click [Submit].
  18. Select “Client A” and access the ‘Treatment Plan’ form.
  19. Select the treatment plan previously filed and click [Edit].
  20. Click [Launch Plan].
  21. Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps.
  22. Close the form.
Topics
• Treatment Plan • Registry Settings • Document Routing
Update 76 Summary | Details
Treatment Plan - Site Specific Scrolling Free Text fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
  • Registry Settings (CWS)
Scenario 1: Treatment Plan - default from previous plan
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • Client A must have a Treatment Plan filed with values entered in the 'Strengths', 'Weaknesses', and 'Discharge Planning' fields (Plan A).
  • The following fields must be added to the 'Treatment Plan' form via 'Site Specific Section Modeling':
  • 'SS Treatment Plan Problem Scrolling Free Text 6'
  • 'SS Treatment Plan Goal Scrolling Free Text 24'
  • 'SS Treatment Plan Obj Scrolling Free Text 9'
  • 'SS Treatment Plan Int Scrolling Free Text 17'
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Verify the 'Do you want to default plan information form a previously entered plan?' dialog is displayed.
  4. Click [Yes].
  5. Select "Plan A" in the 'Default From Previous' field.
  6. Click [OK].
  7. Enter the desired date in the 'Please Enter Plan Date' field.
  8. Click [OK].
  9. Verify the 'Are you sure you want to default information from this plan?' dialog is displayed.
  10. Click [Yes].
  11. Enter the current date in the 'Plan Date' field.
  12. Select any value in the 'Plan Type' field.
  13. Select 'Draft' in the 'Treatment Plan Status' field.
  14. Validate the 'Strengths' field contains the information defaulted in from "Plan A".
  15. Validate the 'Weaknesses' field contains the information defaulted in from "Plan A".
  16. Validate the 'Discharge Planning' field contains the information defaulted in from "Plan A".
  17. Click [Launch Plan].
  18. Add a new problem, goal, objective, and intervention.
  19. Set the 'SS Treatment Plan Scrolling Free Text' fields to any value for each problem, goal, objective, and intervention.
  20. Select any value in the 'Staff Responsible' field for each problem, goal, objective, and intervention.
  21. Select any value in the 'Staff Assigning' field for each problem, goal, objective, and intervention.
  22. Click [Back to Plan Page].
  23. Validate the 'Strengths' field contains the information defaulted in from "Plan A".
  24. Validate the 'Weaknesses' field contains the information defaulted in from "Plan A".
  25. Validate the 'Discharge Planning' field contains the information defaulted in from "Plan A".
  26. Click [Launch Plan].
  27. Validate the new problem, goal, objective, and intervention are displayed.
  28. Validate the 'SS Treatment Plan Scrolling Free Text ' fields contain the value entered in the previous steps.
  29. Validate the 'Staff Responsible' fields contains the value entered in the previous steps.
  30. Validate the 'Staff Assigning' fields contains the value entered in the previous steps.
  31. Click [Back to Plan Page].
  32. Select "Final" in the 'Treatment Plan Status' field.
  33. Click [Submit].
Scenario 2: Treatment Plan - Default From Previous Plan when Document Routing is enabled and the 'Enable Automatic Backup' registry setting is enabled
Specific Setup:
  • Document Routing is enabled on the 'Treatment Plan' form.
  • The 'Enable Automatic Backup' registry setting is set to "Y".
  • A client is enrolled in an existing episode (Client A).
  • The 'Treatment Plan Default Setup' form must be configured for the 'Treatment Plan' form to default all sections and problem, goal, objective, and intervention data.
  • The 'Default From Previous Plan' registry setting must be set to "Y".
  • The following fields must be added to the 'Treatment Plan' form via 'Site Specific Section Modeling':
  • 'SS Treatment Plan Problem Scrolling Free Text 6'
  • 'SS Treatment Plan Goal Scrolling Free Text 24'
  • 'SS Treatment Plan Obj Scrolling Free Text 9'
  • 'SS Treatment Plan Int Scrolling Free Text 17'
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Enter the current date in the 'Plan Date' field.
  4. Select any value in the 'Plan Type' field.
  5. Select the desired problem to include in the plan from the 'Problems' grid.
  6. Enter any value in the 'Strengths' field.
  7. Enter any value in the 'Weakness' field.
  8. Enter any value in the 'Discharge Planning' field.
  9. Select "Draft" in the 'Treatment Plan Status' field.
  10. Click [Launch Plan].
  11. Select the problem from the 'Tree View'.
  12. Enter any value in the 'Problem Code' field.
  13. Select “Active” in the ‘Status (Problem List)’ field.
  14. Enter any value in the 'Problem' field.
  15. Select any value in the ‘Status’ field.
  16. Enter any value in the 'SS Treatment Plan Problem Scrolling Free Text 6' field.
  17. Select any value in the 'Staff Assigning' and 'Staff Responsible' fields.
  18. Select any value from the 'Status' field.
  19. Click [Add New Goal].
  20. Enter any value in the 'Goal' field.
  21. Select any value from the 'Status' field.
  22. Select any value in the 'Staff Assigning' and 'Staff Responsible' fields.
  23. Enter any value in the 'SS Treatment Plan Goal Scrolling Free Text 24' field.
  24. Click [Add New Objective].
  25. Enter any value in the 'Objective' field.
  26. Select any value from the 'Status' field.
  27. Select any value in the 'Staff Assigning' and 'Staff Responsible' fields.
  28. Enter any value in the 'SS Treatment Plan Obj Scrolling Free Text 9' field.
  29. Click [Add New Intervention].
  30. Enter any value in the 'Intervention' field.
  31. Select any value in the 'Status' field.
  32. Select any value in the 'Staff Assigning' and 'Staff Responsible' fields.
  33. Enter any value in the 'SS Treatment Plan Int Scrolling Free Text 17' field.
  34. Click [Back To Plan Page].
  35. Click [Launch Plan].
  36. Select the problem.
  37. Validate 'SS Treatment Plan Problem Scrolling Free Text 6' field contains the value previously filed.
  38. Validate the 'Staff Assigning' and 'Staff Responsible' fields contain the value previously filed.
  39. Select the goal.
  40. Validate 'SS Treatment Plan Goal Scrolling Free Text 24' field contains the value previously filed.
  41. Validate the 'Staff Assigning' and 'Staff Responsible' fields contain the value previously filed.
  42. Select the objective.
  43. Validate 'SS Treatment Plan Obj Scrolling Free Text 9' field contains the value previously filed.
  44. Validate the 'Staff Assigning' and 'Staff Responsible' fields contain the value previously filed.
  45. Select the intervention.
  46. Validate 'SS Treatment Plan Int Scrolling Free Text 17' field contains the value previously filed.
  47. Validate the 'Staff Assigning' and 'Staff Responsible' fields contain the value previously filed.
  48. Click [Back to Plan Page] and [Submit].
  49. Select "Client A" and access the 'Treatment Plan' form.
  50. Click [Add].
  51. Validate a message is displayed stating: Do you want to default plan information from a previously entered plan?.
  52. Click [Yes].
  53. Select the previously filed treatment plan and click [OK].
  54. Validate a message is displayed stating: Are you sure you want to default information from this plan?
  55. Click [Yes].
  56. Validate the 'Treatment Plan' form is displayed and the defaulted information is displayed as expected.
  57. Click [Launch Plan].
  58. Select the problem.
  59. Validate the 'SS Treatment Plan Problem Scrolling Free Text 6' field contains the value previously filed.
  60. Validate the 'Staff Assigning' and 'Staff Responsible' field contains the value previously filed.
  61. Select any new value in the 'Staff Assigning' and 'Staff Responsible' fields.
  62. Select the goal.
  63. Validate the 'SS Treatment Plan Goal Scrolling Free Text 24' field contains the value previously filed.
  64. Validate the 'Staff Assigning' and 'Staff Responsible' field contains the value previously filed.
  65. Select any new value in the 'Staff Assigning' and 'Staff Responsible' fields.
  66. Select the objective.
  67. Validate the 'SS Treatment Plan obj Scrolling Free Text 9' field contains the value previously filed.
  68. Validate the 'Staff Assigning' and 'Staff Responsible' field contains the value previously filed.
  69. Select any new value in the 'Staff Assigning' and 'Staff Responsible' fields.
  70. Select the intervention.
  71. Validate the 'SS Treatment Plan Int Scrolling Free Text 17' field contains the value previously filed.
  72. Validate the 'Staff Assigning' and 'Staff Responsible' field contains the value previously filed.
  73. Select any new value in the 'Staff Assigning' and 'Staff Responsible' fields.
  74. Click [Back to Plan Page].
  75. Select the desired value in the 'Plan Type' field.
  76. Select "Final" in the 'Treatment Plan Status' field and click [Submit].
  77. Validate all of the previously filed treatment plan data that was defaulted into this plan displays in the document routing TIFF image.
  78. Click [Accept].
  79. Enter the password for the logged in user and press the 'Enter' key.
  80. Validate the 'Treatment Plan' files successfully.
Scenario 3: Treatment Plan - Load Treatment Plan data from Automatic Backup when Document Routing is enabled
Specific Setup:
  • Document Routing is enabled on the 'Treatment Plan' form.
  • The 'Enable Automatic Backup' registry setting is set to "Y".
  • A client is enrolled in an existing episode(Client A).
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Enter the current date in the 'Plan Date' field.
  4. Select any value in the 'Plan Type' field.
  5. Select the desired problem to include in the plan from the 'Problems' grid.
  6. Click [New Row].
  7. Select any value from the 'Role' field in the 'Participation' section.
  8. Select the desired staff member in the 'Staff ID' field.
  9. Validate that the selected staff member's name displays in the 'Participant Name' field.
  10. Select any value from the 'Plan Author' field.
  11. Select any value from the 'Notification' field.
  12. Add multiple staff members as needed.
  13. Enter any value in the 'Strengths' field.
  14. Enter any value in the 'Weakness' field.
  15. Enter any value in the 'Discharge Planning' field.
  16. Select "Draft" in the 'Treatment Plan Status' field.
  17. Click [Launch Plan].
  18. Select the problem from the 'Tree View'.
  19. Select any value from the 'Status' field.
  20. Click [Add New Goal].
  21. Enter any value in the 'Goal' field.
  22. Select any value from the 'Status' field.
  23. Click [Add New Objective].
  24. Enter any value in the 'Objective' field.
  25. Select any value from the 'Status' field.
  26. Click [Add New Intervention].
  27. Enter any value in the 'Intervention' field.
  28. Select any value in the 'Status' field.
  29. Click [Back To Plan Page] and [Discard].
  30. Validate a message is displayed stating: "Are you sure you want to Close without saving?"
  31. Click [Yes].
  32. Select "Client A" and access the 'Treatment Plan' form.
  33. Validate the ‘Load From Backup’ dialog displays with a message stating: "You have an unsubmitted backup of a plan from [the current date] and [the current time]. Would you like to load it instead of creating a new one?"
  34. Click [Yes].
  35. Validate the 'Plan Date' field is displays as expected.
  36. Validate the 'Plan Type' field is displays as expected.
  37. Change "Draft" to "Final" in the 'Treatment Plan Status' field.
  38. Click [Submit].
  39. Validate all of the previously filed treatment plan data that was defaulted into this plan displays in the document routing TIFF image.
  40. Click [Accept].
  41. Enter the password for the logged-in user and press the 'Enter' key.
  42. Validate the 'Treatment Plan' files successfully.
Scenario 4: Treatment Plan - File a Treatment Plan with Document Routing
Specific Setup:
  • Client must be admitted into an active episode with problems recorded in 'Problem List' form (Client A).
  • The "SS Treatment Plan Int Service Code 1" field must be enabled for the 'Treatment Plan' form through the 'Site Specific Section Modeling' form (Service Code).
  • The 'Treatment Plan' form must have document routing enabled.
  • Must have the 'My To Do's' widget configured on a view.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Enter "T" in the 'Plan Date' field.
  4. Validate the current date is displayed in the 'Plan Date' field.
  5. Click [Plan Date T].
  6. Validate the current date is displayed in the 'Plan Date' field.
  7. Select any value in the 'Plan Type' field.
  8. Select any value from 'Problem List'.
  9. Click [New Row].
  10. Select any value from the 'Role' field in the 'Participation' section.
  11. Select 'Staff ID' and enter "Staff Member A".
  12. Validate that the selected staff member's name displays in the 'Participant Name' field.
  13. Select any value from the 'Plan Author' field.
  14. Select any value from the 'Notification' field.
  15. Add multiple staff members as needed.
  16. Enter any value in the 'Strengths' field.
  17. Enter any value in the 'Weakness' field.
  18. Enter any value in the 'Discharge Planning' field.
  19. Select "Draft" in the 'Draft/Final' field.
  20. Click [Launch Plan].
  21. Select the problem from the 'Tree View'.
  22. Select any value from the 'Status' field.
  23. Click [Add New Goal].
  24. Enter any value in the 'Goal' field.
  25. Select any value from the 'Status' field.
  26. Click [Add New Objective].
  27. Enter any value in the 'Objective' field.
  28. Select any value from the 'Status' field.
  29. Click [Add New Intervention].
  30. Enter any value in the 'Intervention' field.
  31. Select any value in the 'Status' field.
  32. Enter any value in the 'Service Code' field.
  33. Validate results display and select the desired value.
  34. Click [Return to Plan].
  35. Select "Final" in the 'Draft/Final' field.
  36. Click [Submit].
  37. Validate the treatment plan data displays as expected in the 'Document Routing' screen.
  38. Click [Sign and Route].
  39. Enter the password and press the 'Enter' key.
  40. Select the staff member associated with the logged in user in the 'Route Document To' field and click [Add]
  41. Click [Submit]
  42. Access the 'My To Do's' widget.
  43. Click [My To Do's].
  44. Validate the record for "Client A" and click [Review].
  45. Validate the treatment plan data displays as expected in the 'Document Preview'.
  46. Click [Accept] and [Sign].
  47. Enter the password and click [Verify].
  48. Validate the record is no longer present.
  49. Close the 'To Do's'.
Scenario 5: Treatment Plan - Add a Problem, Goal, Objective, and Intervention with the 'Enable Automatic Backup' registry setting set to "Y"
Specific Setup:
  • The 'Avatar CWS->Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y".
  • A client must be enrolled in an existing episode (Client A).
  • The following fields must be added to the 'Treatment Plan' form via 'Site Specific Section Modeling':
  • 'SS Treatment Plan Problem Scrolling Free Text 6'
  • 'SS Treatment Plan Goal Scrolling Free Text 24'
  • 'SS Treatment Plan Obj Scrolling Free Text 9'
  • 'SS Treatment Plan Int Scrolling Free Text 17'.
Steps
  1. Select “Client A” and access the ‘Treatment Plan’ form.
  2. Set the ‘Plan Date’ field to the current date.
  3. Set the ‘Plan Name’ to any value.
  4. Select any value in the ‘Plan Type’ field.
  5. Set the 'Strengths' field to any value.
  6. Set the 'Weaknesses' field to any value.
  7. Set the 'Discharge Planning' field to any value.
  8. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
  9. Click [Add New Problem].
  10. Set the ‘Problem Code’ field to any value.
  11. Select “Active” in the ‘Status (Problem List)’ field.
  12. Set the ‘Problem’ field to any value.
  13. Select any value in the ‘Status’ field.
  14. Set the 'SS Treatment Plan Problem Scrolling Free Text 6' field to any value.
  15. Select any value in the 'Staff Assigning' field.
  16. Select any value in the 'Staff Responsible' field.
  17. Click [Add New Goal].
  18. Set the ‘Goal’ field to any value.
  19. Select any value in the ‘Status’ field.
  20. Set the 'SS Treatment Plan Goal Scrolling Free Text 24' field to any value.
  21. Select any value in the 'Staff Assigning' field.
  22. Select any value in the 'Staff Responsible' field.
  23. Click [Add New Objective].
  24. Set the ‘Objective’ field to any value.
  25. Select any value in the ‘Status’ field.
  26. Select any value in the 'Staff Assigning' field.
  27. Select any value in the 'Staff Responsible' field.
  28. Set the 'SS Treatment Plan Obj Scrolling Free Text 9' field to any value.
  29. Click [Add New Intervention].
  30. Set the ‘Intervention’ field to any value.
  31. Select any value in the ‘Status’ field.
  32. Set the 'SS Treatment Plan Int Scrolling Free Text 17' field to any value.
  33. Select any value in the 'Staff Assigning' field.
  34. Select any value in the 'Staff Responsible' field.
  35. Click [Back to Plan Page].
  36. Click [Launch Plan].
  37. Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added.
  38. Select the problem.
  39. Validate the 'SS Treatment Plan Problem Scrolling Free Text 6' field contains the value previously filed.
  40. Validate the 'Staff Assigning' and 'Staff Responsible' fields contains the value previously filed.
  41. Select any new values in the 'Staff Assigning' and 'Staff Responsible' fields.
  42. Select the goal.
  43. Validate the 'SS Treatment Plan Goal Scrolling Free Text 24' field contains the value previously filed.
  44. Validate the 'Staff Assigning' and 'Staff Responsible' fields contains the value previously filed.
  45. Select any new values in the 'Staff Assigning' and 'Staff Responsible' fields.
  46. Select the objective.
  47. Validate the 'SS Treatment Plan Obj Scrolling Free Text 9' field contains the value previously filed.
  48. Validate the 'Staff Assigning' and 'Staff Responsible' fields contains the value previously filed.
  49. Select any new values in the 'Staff Assigning' and 'Staff Responsible' fields.
  50. Select the intervention.
  51. Validate the 'SS Treatment Plan Int Scrolling Free Text 17' field contains the value previously filed.
  52. Validate the 'Staff Assigning' and 'Staff Responsible' fields contains the value previously filed.
  53. Select any values in the 'Staff Assigning' and 'Staff Responsible' fields.
  54. Click [Back to Plan Page] and close the form.
  55. Select “Client A” and access the ‘Treatment Plan’ form.
  56. Validate the ‘Load From Backup’ dialog displays with a message stating: "You have an unsubmitted backup of a plan from [the current date] and [the current time]. Would you like to load it instead of creating a new one?" and click [Yes].
  57. Validate the 'Strengths' field contains the value previously filed.
  58. Validate the 'Weaknesses' field contains the value previously filed.
  59. Validate the 'Discharge Planning' field contains the value previously filed.
  60. Click [Launch Plan].
  61. Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added with all updated data.
  62. Click [Exit to Home View].
Scenario 6: Treatment Plan - 'Enable Automatic Backup' registry setting set to "N"
Specific Setup:
  • The 'Avatar CWS-> Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "N".
  • A client must have an active episode. (Client A)
Steps
  1. Select “Client A” and access the ‘Treatment Plan’ form.
  2. Set the ‘Plan Date’ field to the current date.
  3. Set the ‘Plan Name’ field to any value.
  4. Select any value in the ‘Plan Type’ field.
  5. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
  6. Click [Add New Problem].
  7. Set the ‘Problem Code’ field to any value.
  8. Select “Active” in the ‘Status (Problem List)’ field.
  9. Set the ‘Problem’ field to any value
  10. Select any value in the ‘Status’ field and click [Add New Goal].
  11. Set the 'SS Treatment Plan Problem Scrolling Free Text 24' field to any value.
  12. Set the ‘Goal’ field to any value.
  13. Select any value in the ‘Status’ field and click [Add New Objective].
  14. Set the ‘Objective’ field to any value.
  15. Select any value in the ‘Status’ field and click [Add New Intervention].
  16. Set the ‘Intervention’ field to any value.
  17. Select any value in the ‘Status’ field and click [Back to Plan Page].
  18. Click [Submit].
  19. Select “Client A” and access the ‘Treatment Plan’ form.
  20. Select the treatment plan previously filed and click [Edit].
  21. Click [Launch Plan].
  22. Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps.
  23. Validate problem section the 'SS Treatment Plan Problem Scrolling Free Text 24' field contains the value previously filed.
  24. Click [Back to Plan Page].
  25. Close the form.
Scenario 7: Treatment Plan Copy - Form Validations
Specific Setup:
  • A client must be enrolled in the current episode (Client A).
  • A copy of the Treatment Plan form exists (Treatment Plan Copy).
  • The "SS Treatment Plan Int Service Code 1" field must be enabled for the 'Treatment Plan Copy' form through the 'Site Specific Section Modeling' form (Service Code).
  • "Treatment Plan Copy" must have document routing enabled.
  • The following fields must be added to the 'Treatment Plan' form via 'Site Specific Section Modeling':
  • 'SS Treatment Plan Problem Scrolling Free Text 6'
  • 'SS Treatment Plan Goal Scrolling Free Text 24'
  • 'SS Treatment Plan Obj Scrolling Free Text 9'
  • 'SS Treatment Plan Int Scrolling Free Text 17'.
Steps
  1. Select "Client A" and access the 'Treatment Plan Copy' form.
  2. Select the desired value in the 'Plan Type' field.
  3. Select "Draft" in the 'Treatment Plan Status' field.
  4. Validate the 'Problems' label displays above the 'Problems' grid.
  5. Validate the 'Plan Participants' label displays above the 'Plan Participants' grid.
  6. Populate any desired fields.
  7. Click [Submit].
  8. Select "Client A" and access the 'Treatment Plan Copy' form.
  9. Verify the plan filed in the previous steps.
  10. Click [Launch Plan] and [Add New Problem].
  11. Populate required and desired fields.
  12. Click [Add New Intervention].
  13. Populate required fields.
  14. Enter any value in the 'Service Code' field.
  15. Validate results display and select any value.
  16. Click [Return to Plan] and [OK].
  17. Click [Final - Treatment Plan Status] and [Submit].
  18. Validate the 'Document Routing' screen is displayed and contains all populated treatment plan data in the new TIFF format.
  19. Click [Accept].
  20. Enter the password associated with the logged in user.
  21. Click [Verify].
Treatment Plan - 'Staff Responsible' and 'Staff Assigning' fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
  • Registry Settings (CWS)
Scenario 1: Treatment Plan - default from previous plan
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • Client A must have a Treatment Plan filed with values entered in the 'Strengths', 'Weaknesses', and 'Discharge Planning' fields (Plan A).
  • The following fields must be added to the 'Treatment Plan' form via 'Site Specific Section Modeling':
  • 'SS Treatment Plan Problem Scrolling Free Text 6'
  • 'SS Treatment Plan Goal Scrolling Free Text 24'
  • 'SS Treatment Plan Obj Scrolling Free Text 9'
  • 'SS Treatment Plan Int Scrolling Free Text 17'
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Verify the 'Do you want to default plan information form a previously entered plan?' dialog is displayed.
  4. Click [Yes].
  5. Select "Plan A" in the 'Default From Previous' field.
  6. Click [OK].
  7. Enter the desired date in the 'Please Enter Plan Date' field.
  8. Click [OK].
  9. Verify the 'Are you sure you want to default information from this plan?' dialog is displayed.
  10. Click [Yes].
  11. Enter the current date in the 'Plan Date' field.
  12. Select any value in the 'Plan Type' field.
  13. Select 'Draft' in the 'Treatment Plan Status' field.
  14. Validate the 'Strengths' field contains the information defaulted in from "Plan A".
  15. Validate the 'Weaknesses' field contains the information defaulted in from "Plan A".
  16. Validate the 'Discharge Planning' field contains the information defaulted in from "Plan A".
  17. Click [Launch Plan].
  18. Add a new problem, goal, objective, and intervention.
  19. Set the 'SS Treatment Plan Scrolling Free Text' fields to any value for each problem, goal, objective, and intervention.
  20. Select any value in the 'Staff Responsible' field for each problem, goal, objective, and intervention.
  21. Select any value in the 'Staff Assigning' field for each problem, goal, objective, and intervention.
  22. Click [Back to Plan Page].
  23. Validate the 'Strengths' field contains the information defaulted in from "Plan A".
  24. Validate the 'Weaknesses' field contains the information defaulted in from "Plan A".
  25. Validate the 'Discharge Planning' field contains the information defaulted in from "Plan A".
  26. Click [Launch Plan].
  27. Validate the new problem, goal, objective, and intervention are displayed.
  28. Validate the 'SS Treatment Plan Scrolling Free Text ' fields contain the value entered in the previous steps.
  29. Validate the 'Staff Responsible' fields contains the value entered in the previous steps.
  30. Validate the 'Staff Assigning' fields contains the value entered in the previous steps.
  31. Click [Back to Plan Page].
  32. Select "Final" in the 'Treatment Plan Status' field.
  33. Click [Submit].
Scenario 2: Treatment Plan - Default From Previous Plan when Document Routing is enabled and the 'Enable Automatic Backup' registry setting is enabled
Specific Setup:
  • Document Routing is enabled on the 'Treatment Plan' form.
  • The 'Enable Automatic Backup' registry setting is set to "Y".
  • A client is enrolled in an existing episode (Client A).
  • The 'Treatment Plan Default Setup' form must be configured for the 'Treatment Plan' form to default all sections and problem, goal, objective, and intervention data.
  • The 'Default From Previous Plan' registry setting must be set to "Y".
  • The following fields must be added to the 'Treatment Plan' form via 'Site Specific Section Modeling':
  • 'SS Treatment Plan Problem Scrolling Free Text 6'
  • 'SS Treatment Plan Goal Scrolling Free Text 24'
  • 'SS Treatment Plan Obj Scrolling Free Text 9'
  • 'SS Treatment Plan Int Scrolling Free Text 17'
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Enter the current date in the 'Plan Date' field.
  4. Select any value in the 'Plan Type' field.
  5. Select the desired problem to include in the plan from the 'Problems' grid.
  6. Enter any value in the 'Strengths' field.
  7. Enter any value in the 'Weakness' field.
  8. Enter any value in the 'Discharge Planning' field.
  9. Select "Draft" in the 'Treatment Plan Status' field.
  10. Click [Launch Plan].
  11. Select the problem from the 'Tree View'.
  12. Enter any value in the 'Problem Code' field.
  13. Select “Active” in the ‘Status (Problem List)’ field.
  14. Enter any value in the 'Problem' field.
  15. Select any value in the ‘Status’ field.
  16. Enter any value in the 'SS Treatment Plan Problem Scrolling Free Text 6' field.
  17. Select any value in the 'Staff Assigning' and 'Staff Responsible' fields.
  18. Select any value from the 'Status' field.
  19. Click [Add New Goal].
  20. Enter any value in the 'Goal' field.
  21. Select any value from the 'Status' field.
  22. Select any value in the 'Staff Assigning' and 'Staff Responsible' fields.
  23. Enter any value in the 'SS Treatment Plan Goal Scrolling Free Text 24' field.
  24. Click [Add New Objective].
  25. Enter any value in the 'Objective' field.
  26. Select any value from the 'Status' field.
  27. Select any value in the 'Staff Assigning' and 'Staff Responsible' fields.
  28. Enter any value in the 'SS Treatment Plan Obj Scrolling Free Text 9' field.
  29. Click [Add New Intervention].
  30. Enter any value in the 'Intervention' field.
  31. Select any value in the 'Status' field.
  32. Select any value in the 'Staff Assigning' and 'Staff Responsible' fields.
  33. Enter any value in the 'SS Treatment Plan Int Scrolling Free Text 17' field.
  34. Click [Back To Plan Page].
  35. Click [Launch Plan].
  36. Select the problem.
  37. Validate 'SS Treatment Plan Problem Scrolling Free Text 6' field contains the value previously filed.
  38. Validate the 'Staff Assigning' and 'Staff Responsible' fields contain the value previously filed.
  39. Select the goal.
  40. Validate 'SS Treatment Plan Goal Scrolling Free Text 24' field contains the value previously filed.
  41. Validate the 'Staff Assigning' and 'Staff Responsible' fields contain the value previously filed.
  42. Select the objective.
  43. Validate 'SS Treatment Plan Obj Scrolling Free Text 9' field contains the value previously filed.
  44. Validate the 'Staff Assigning' and 'Staff Responsible' fields contain the value previously filed.
  45. Select the intervention.
  46. Validate 'SS Treatment Plan Int Scrolling Free Text 17' field contains the value previously filed.
  47. Validate the 'Staff Assigning' and 'Staff Responsible' fields contain the value previously filed.
  48. Click [Back to Plan Page] and [Submit].
  49. Select "Client A" and access the 'Treatment Plan' form.
  50. Click [Add].
  51. Validate a message is displayed stating: Do you want to default plan information from a previously entered plan?.
  52. Click [Yes].
  53. Select the previously filed treatment plan and click [OK].
  54. Validate a message is displayed stating: Are you sure you want to default information from this plan?
  55. Click [Yes].
  56. Validate the 'Treatment Plan' form is displayed and the defaulted information is displayed as expected.
  57. Click [Launch Plan].
  58. Select the problem.
  59. Validate the 'SS Treatment Plan Problem Scrolling Free Text 6' field contains the value previously filed.
  60. Validate the 'Staff Assigning' and 'Staff Responsible' field contains the value previously filed.
  61. Select any new value in the 'Staff Assigning' and 'Staff Responsible' fields.
  62. Select the goal.
  63. Validate the 'SS Treatment Plan Goal Scrolling Free Text 24' field contains the value previously filed.
  64. Validate the 'Staff Assigning' and 'Staff Responsible' field contains the value previously filed.
  65. Select any new value in the 'Staff Assigning' and 'Staff Responsible' fields.
  66. Select the objective.
  67. Validate the 'SS Treatment Plan obj Scrolling Free Text 9' field contains the value previously filed.
  68. Validate the 'Staff Assigning' and 'Staff Responsible' field contains the value previously filed.
  69. Select any new value in the 'Staff Assigning' and 'Staff Responsible' fields.
  70. Select the intervention.
  71. Validate the 'SS Treatment Plan Int Scrolling Free Text 17' field contains the value previously filed.
  72. Validate the 'Staff Assigning' and 'Staff Responsible' field contains the value previously filed.
  73. Select any new value in the 'Staff Assigning' and 'Staff Responsible' fields.
  74. Click [Back to Plan Page].
  75. Select the desired value in the 'Plan Type' field.
  76. Select "Final" in the 'Treatment Plan Status' field and click [Submit].
  77. Validate all of the previously filed treatment plan data that was defaulted into this plan displays in the document routing TIFF image.
  78. Click [Accept].
  79. Enter the password for the logged in user and press the 'Enter' key.
  80. Validate the 'Treatment Plan' files successfully.
Scenario 3: Treatment Plan - Load Treatment Plan data from Automatic Backup when Document Routing is enabled
Specific Setup:
  • Document Routing is enabled on the 'Treatment Plan' form.
  • The 'Enable Automatic Backup' registry setting is set to "Y".
  • A client is enrolled in an existing episode(Client A).
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Enter the current date in the 'Plan Date' field.
  4. Select any value in the 'Plan Type' field.
  5. Select the desired problem to include in the plan from the 'Problems' grid.
  6. Click [New Row].
  7. Select any value from the 'Role' field in the 'Participation' section.
  8. Select the desired staff member in the 'Staff ID' field.
  9. Validate that the selected staff member's name displays in the 'Participant Name' field.
  10. Select any value from the 'Plan Author' field.
  11. Select any value from the 'Notification' field.
  12. Add multiple staff members as needed.
  13. Enter any value in the 'Strengths' field.
  14. Enter any value in the 'Weakness' field.
  15. Enter any value in the 'Discharge Planning' field.
  16. Select "Draft" in the 'Treatment Plan Status' field.
  17. Click [Launch Plan].
  18. Select the problem from the 'Tree View'.
  19. Select any value from the 'Status' field.
  20. Click [Add New Goal].
  21. Enter any value in the 'Goal' field.
  22. Select any value from the 'Status' field.
  23. Click [Add New Objective].
  24. Enter any value in the 'Objective' field.
  25. Select any value from the 'Status' field.
  26. Click [Add New Intervention].
  27. Enter any value in the 'Intervention' field.
  28. Select any value in the 'Status' field.
  29. Click [Back To Plan Page] and [Discard].
  30. Validate a message is displayed stating: "Are you sure you want to Close without saving?"
  31. Click [Yes].
  32. Select "Client A" and access the 'Treatment Plan' form.
  33. Validate the ‘Load From Backup’ dialog displays with a message stating: "You have an unsubmitted backup of a plan from [the current date] and [the current time]. Would you like to load it instead of creating a new one?"
  34. Click [Yes].
  35. Validate the 'Plan Date' field is displays as expected.
  36. Validate the 'Plan Type' field is displays as expected.
  37. Change "Draft" to "Final" in the 'Treatment Plan Status' field.
  38. Click [Submit].
  39. Validate all of the previously filed treatment plan data that was defaulted into this plan displays in the document routing TIFF image.
  40. Click [Accept].
  41. Enter the password for the logged-in user and press the 'Enter' key.
  42. Validate the 'Treatment Plan' files successfully.
Scenario 4: Treatment Plan - File a Treatment Plan with Document Routing
Specific Setup:
  • Client must be admitted into an active episode with problems recorded in 'Problem List' form (Client A).
  • The "SS Treatment Plan Int Service Code 1" field must be enabled for the 'Treatment Plan' form through the 'Site Specific Section Modeling' form (Service Code).
  • The 'Treatment Plan' form must have document routing enabled.
  • Must have the 'My To Do's' widget configured on a view.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Enter "T" in the 'Plan Date' field.
  4. Validate the current date is displayed in the 'Plan Date' field.
  5. Click [Plan Date T].
  6. Validate the current date is displayed in the 'Plan Date' field.
  7. Select any value in the 'Plan Type' field.
  8. Select any value from 'Problem List'.
  9. Click [New Row].
  10. Select any value from the 'Role' field in the 'Participation' section.
  11. Select 'Staff ID' and enter "Staff Member A".
  12. Validate that the selected staff member's name displays in the 'Participant Name' field.
  13. Select any value from the 'Plan Author' field.
  14. Select any value from the 'Notification' field.
  15. Add multiple staff members as needed.
  16. Enter any value in the 'Strengths' field.
  17. Enter any value in the 'Weakness' field.
  18. Enter any value in the 'Discharge Planning' field.
  19. Select "Draft" in the 'Draft/Final' field.
  20. Click [Launch Plan].
  21. Select the problem from the 'Tree View'.
  22. Select any value from the 'Status' field.
  23. Click [Add New Goal].
  24. Enter any value in the 'Goal' field.
  25. Select any value from the 'Status' field.
  26. Click [Add New Objective].
  27. Enter any value in the 'Objective' field.
  28. Select any value from the 'Status' field.
  29. Click [Add New Intervention].
  30. Enter any value in the 'Intervention' field.
  31. Select any value in the 'Status' field.
  32. Enter any value in the 'Service Code' field.
  33. Validate results display and select the desired value.
  34. Click [Return to Plan].
  35. Select "Final" in the 'Draft/Final' field.
  36. Click [Submit].
  37. Validate the treatment plan data displays as expected in the 'Document Routing' screen.
  38. Click [Sign and Route].
  39. Enter the password and press the 'Enter' key.
  40. Select the staff member associated with the logged in user in the 'Route Document To' field and click [Add]
  41. Click [Submit]
  42. Access the 'My To Do's' widget.
  43. Click [My To Do's].
  44. Validate the record for "Client A" and click [Review].
  45. Validate the treatment plan data displays as expected in the 'Document Preview'.
  46. Click [Accept] and [Sign].
  47. Enter the password and click [Verify].
  48. Validate the record is no longer present.
  49. Close the 'To Do's'.
Scenario 5: Treatment Plan - Add a Problem, Goal, Objective, and Intervention with the 'Enable Automatic Backup' registry setting set to "Y"
Specific Setup:
  • The 'Avatar CWS->Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y".
  • A client must be enrolled in an existing episode (Client A).
  • The following fields must be added to the 'Treatment Plan' form via 'Site Specific Section Modeling':
  • 'SS Treatment Plan Problem Scrolling Free Text 6'
  • 'SS Treatment Plan Goal Scrolling Free Text 24'
  • 'SS Treatment Plan Obj Scrolling Free Text 9'
  • 'SS Treatment Plan Int Scrolling Free Text 17'.
Steps
  1. Select “Client A” and access the ‘Treatment Plan’ form.
  2. Set the ‘Plan Date’ field to the current date.
  3. Set the ‘Plan Name’ to any value.
  4. Select any value in the ‘Plan Type’ field.
  5. Set the 'Strengths' field to any value.
  6. Set the 'Weaknesses' field to any value.
  7. Set the 'Discharge Planning' field to any value.
  8. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
  9. Click [Add New Problem].
  10. Set the ‘Problem Code’ field to any value.
  11. Select “Active” in the ‘Status (Problem List)’ field.
  12. Set the ‘Problem’ field to any value.
  13. Select any value in the ‘Status’ field.
  14. Set the 'SS Treatment Plan Problem Scrolling Free Text 6' field to any value.
  15. Select any value in the 'Staff Assigning' field.
  16. Select any value in the 'Staff Responsible' field.
  17. Click [Add New Goal].
  18. Set the ‘Goal’ field to any value.
  19. Select any value in the ‘Status’ field.
  20. Set the 'SS Treatment Plan Goal Scrolling Free Text 24' field to any value.
  21. Select any value in the 'Staff Assigning' field.
  22. Select any value in the 'Staff Responsible' field.
  23. Click [Add New Objective].
  24. Set the ‘Objective’ field to any value.
  25. Select any value in the ‘Status’ field.
  26. Select any value in the 'Staff Assigning' field.
  27. Select any value in the 'Staff Responsible' field.
  28. Set the 'SS Treatment Plan Obj Scrolling Free Text 9' field to any value.
  29. Click [Add New Intervention].
  30. Set the ‘Intervention’ field to any value.
  31. Select any value in the ‘Status’ field.
  32. Set the 'SS Treatment Plan Int Scrolling Free Text 17' field to any value.
  33. Select any value in the 'Staff Assigning' field.
  34. Select any value in the 'Staff Responsible' field.
  35. Click [Back to Plan Page].
  36. Click [Launch Plan].
  37. Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added.
  38. Select the problem.
  39. Validate the 'SS Treatment Plan Problem Scrolling Free Text 6' field contains the value previously filed.
  40. Validate the 'Staff Assigning' and 'Staff Responsible' fields contains the value previously filed.
  41. Select any new values in the 'Staff Assigning' and 'Staff Responsible' fields.
  42. Select the goal.
  43. Validate the 'SS Treatment Plan Goal Scrolling Free Text 24' field contains the value previously filed.
  44. Validate the 'Staff Assigning' and 'Staff Responsible' fields contains the value previously filed.
  45. Select any new values in the 'Staff Assigning' and 'Staff Responsible' fields.
  46. Select the objective.
  47. Validate the 'SS Treatment Plan Obj Scrolling Free Text 9' field contains the value previously filed.
  48. Validate the 'Staff Assigning' and 'Staff Responsible' fields contains the value previously filed.
  49. Select any new values in the 'Staff Assigning' and 'Staff Responsible' fields.
  50. Select the intervention.
  51. Validate the 'SS Treatment Plan Int Scrolling Free Text 17' field contains the value previously filed.
  52. Validate the 'Staff Assigning' and 'Staff Responsible' fields contains the value previously filed.
  53. Select any values in the 'Staff Assigning' and 'Staff Responsible' fields.
  54. Click [Back to Plan Page] and close the form.
  55. Select “Client A” and access the ‘Treatment Plan’ form.
  56. Validate the ‘Load From Backup’ dialog displays with a message stating: "You have an unsubmitted backup of a plan from [the current date] and [the current time]. Would you like to load it instead of creating a new one?" and click [Yes].
  57. Validate the 'Strengths' field contains the value previously filed.
  58. Validate the 'Weaknesses' field contains the value previously filed.
  59. Validate the 'Discharge Planning' field contains the value previously filed.
  60. Click [Launch Plan].
  61. Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added with all updated data.
  62. Click [Exit to Home View].
Scenario 6: Treatment Plan - 'Enable Automatic Backup' registry setting set to "N"
Specific Setup:
  • The 'Avatar CWS-> Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "N".
  • A client must have an active episode. (Client A)
Steps
  1. Select “Client A” and access the ‘Treatment Plan’ form.
  2. Set the ‘Plan Date’ field to the current date.
  3. Set the ‘Plan Name’ field to any value.
  4. Select any value in the ‘Plan Type’ field.
  5. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
  6. Click [Add New Problem].
  7. Set the ‘Problem Code’ field to any value.
  8. Select “Active” in the ‘Status (Problem List)’ field.
  9. Set the ‘Problem’ field to any value
  10. Select any value in the ‘Status’ field and click [Add New Goal].
  11. Set the 'SS Treatment Plan Problem Scrolling Free Text 24' field to any value.
  12. Set the ‘Goal’ field to any value.
  13. Select any value in the ‘Status’ field and click [Add New Objective].
  14. Set the ‘Objective’ field to any value.
  15. Select any value in the ‘Status’ field and click [Add New Intervention].
  16. Set the ‘Intervention’ field to any value.
  17. Select any value in the ‘Status’ field and click [Back to Plan Page].
  18. Click [Submit].
  19. Select “Client A” and access the ‘Treatment Plan’ form.
  20. Select the treatment plan previously filed and click [Edit].
  21. Click [Launch Plan].
  22. Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps.
  23. Validate problem section the 'SS Treatment Plan Problem Scrolling Free Text 24' field contains the value previously filed.
  24. Click [Back to Plan Page].
  25. Close the form.
Scenario 7: Treatment Plan Copy - Form Validations
Specific Setup:
  • A client must be enrolled in the current episode (Client A).
  • A copy of the Treatment Plan form exists (Treatment Plan Copy).
  • The "SS Treatment Plan Int Service Code 1" field must be enabled for the 'Treatment Plan Copy' form through the 'Site Specific Section Modeling' form (Service Code).
  • "Treatment Plan Copy" must have document routing enabled.
  • The following fields must be added to the 'Treatment Plan' form via 'Site Specific Section Modeling':
  • 'SS Treatment Plan Problem Scrolling Free Text 6'
  • 'SS Treatment Plan Goal Scrolling Free Text 24'
  • 'SS Treatment Plan Obj Scrolling Free Text 9'
  • 'SS Treatment Plan Int Scrolling Free Text 17'.
Steps
  1. Select "Client A" and access the 'Treatment Plan Copy' form.
  2. Select the desired value in the 'Plan Type' field.
  3. Select "Draft" in the 'Treatment Plan Status' field.
  4. Validate the 'Problems' label displays above the 'Problems' grid.
  5. Validate the 'Plan Participants' label displays above the 'Plan Participants' grid.
  6. Populate any desired fields.
  7. Click [Submit].
  8. Select "Client A" and access the 'Treatment Plan Copy' form.
  9. Verify the plan filed in the previous steps.
  10. Click [Launch Plan] and [Add New Problem].
  11. Populate required and desired fields.
  12. Click [Add New Intervention].
  13. Populate required fields.
  14. Enter any value in the 'Service Code' field.
  15. Validate results display and select any value.
  16. Click [Return to Plan] and [OK].
  17. Click [Final - Treatment Plan Status] and [Submit].
  18. Validate the 'Document Routing' screen is displayed and contains all populated treatment plan data in the new TIFF format.
  19. Click [Accept].
  20. Enter the password associated with the logged in user.
  21. Click [Verify].
Topics
• Treatment Plan • Registry Settings • Document Routing
Update 80 Summary | Details
Avatar CWS is enhanced to support future functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • SQL Query/Reporting
Scenario 1: 'PutVitalSignSet' SDK action - Validate the 'SYSTEM.cw_vital_signs' SQL table
Steps

Internal Testing only
Topics
• Vital Signs
Update 82 Summary | Details
Progress Notes - Web Service
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
  • SoapUI - ProgressNotes.Client.Request - EditProgressNotes
  • Ambulatory Progress Notes
Scenario 1: Progress Notes (Group and Individual) - File a new service note with document routing enabled
Specific Setup:
  • Document Routing must be enabled on the 'Progress Notes (Group and Individual)' form.
  • A client must be enrolled in an active episode (Client A).
  • Google Chrome Browser settings are set to enable Autofill for passwords and the logged in user's password has been saved.
Steps
  1. Select "Client A" from the 'My Clients' list and access the 'Progress Notes (Group and Individual)' form.
  2. Select any value from the 'Select Episode' field.
  3. Select "New Service" from the 'Progress Notes For' field.
  4. Select any value from the 'Note Type' field.
  5. Set the 'Notes Field' to any value.
  6. Set the 'Date Of Service' field to the current date.
  7. Set the 'Service Charge Code' field to any value.
  8. Select "Final" from the 'Draft/Final' field/
  9. Click [Submit Note].
  10. Validate that the 'Document Routing' dialog is displayed with the progress note data.
  11. Click [Accept].
  12. Validate the 'Password' field autofill's with the user's password that is saved in Google Chrome.
  13. Click [OK].
  14. Validate a 'Progress Notes message' is displayed stating: "Note Filed".
  15. Click [OK].
  16. Click [Discard].
  17. Access the 'Client Ledger' form.
  18. Set the 'Client ID' field to "Client A".
  19. Select "All Episodes" from the 'Claim/Episode/All Episodes' field.
  20. Select "Simple" from the 'Ledger Type' field.
  21. Select "Yes" from the 'Include Zero Charges' field.
  22. Click [Process].
  23. Validate the Client Ledger Report page contains the service created in the previous steps.
  24. Click [Dismiss].
Scenario 2: File a new progress note using the 'WEBSVC.ProgressNotes.Client.Request' web service
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • Must have the 'Progress Notes' widget accessible from the HomeView.
Steps
  1. Access SOAPUI for the 'ProgressNotes.Client.Request' - 'AddProgressNotes' web service.
  2. Enter the system code that will be used to log on in the 'SystemCode' field.
  3. Enter the username that will be used to log on in the 'UserName' field.
  4. Enter the password for the user logging on in the 'Password' field.
  5. Enter the desired practitioner ID in the 'Practitioner' field.
  6. Enter the desired in the 'NotesField' field.
  7. Enter the desired value in the 'NoteType' field.
  8. Enter the desired value in the 'Location' field.
  9. Enter "F" in the 'DraftFinal' field.
  10. Enter "N" in the 'ProgressNoteFor' field.
  11. Enter the desired value in the 'ServiceChargeCode' field.
  12. Enter the desired value in the 'ServiceProgram' field.
  13. Enter the desired date in the 'DateOfService' field.
  14. Enter "Client A's" PATID in the 'ClientID' field.
  15. Enter the desired episode in the 'EpisodeNumber' field.
  16. Enter "CWSPN22000" in the 'Option' field.
  17. Click [Run].
  18. Validate the 'Confirmation' field contains a Unique ID (ex. Unique ID: NOT65244.001).
  19. Validate the 'Message' field contains: Progress Notes web service has been filed successfully.
  20. Select "Client A" and navigate to the 'Progress Notes' widget.
  21. Validate the 'Progress Notes' widget contains the progress note filed via web service in the previous steps.
  22. Validate all previously filed data is displayed.
  23. Access Crystal Reports or other SQL Reporting tool.
  24. Select the CWS namespace.
  25. Create a report using the 'SYSTEM.cw_patient_notes' table.
  26. Validate a row is present for the note filed for "Client A" in the previous steps.
  27. Validate all filed data is displayed.
  28. Close the report.
Scenario 3: 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 4: Verify MedNote progress note sign off with Document Routing and validate the My To Do's widget
Specific Setup:
  • Have two users: [UserA] and [UserB]
  • Both users have the "My To Do's" widget on their home view
  • Document Routing is enabled in the 'Document Routing Setup' form for [UserA]
  • [UserA] has an existing client with an existing progress note with all the required fields filled out [ClientA]
  • [UserB] with existing practitioner enrolled in Medical Note
  • "PractitionerB"
Steps
  1. Log into Avatar as [UserA].
  2. Select [ClientA] and select the Medical Note widget.
  3. Click [Select Note].
  4. Select [Edit] from the "Client's E&M Appointment" row.
  5. Verify the existence of the “Facesheet” tab.
  6. Complete all required fields on "Document" and "Finalize" tabs.
  7. Click the "Finalize" tab and complete all the required fields.
  8. Click [Generate Note].
  9. Select "Complete" in the 'Completion Status' field.
  10. Click [Signed Off].
  11. Verify Sign Off process completes.
  12. Verify the existence of the 'Document Routing' form.
  13. At the "Confirm Document" screen, click [Accept and Route].
  14. Enter the password for [UserA] in the 'Verify Password' field.
  15. Click [OK].
  16. At the "Route Document To" screen, search for [UserB] in the "Add Approver" field.
  17. Click [Add].
  18. Validate [UserB] is added as an "Approver" and the "Approver" check box is selected.
  19. Click [Submit].
  20. Log in as [UserB].
  21. Navigate to the "My To Do's" widget.
  22. Locate the To Do just routed and click [Approve Document].
  23. Verify the approver's name is displayed at the bottom of the progress note: "Electronically Signed by [PractitionerB]".
  24. Click [Accept]
  25. Validate the To Do is removed from the list.
Scenario 5: 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 6: 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
• Progress Notes • Web Services
Update 90 Summary | Details
The 'Implantable Device List' is enhanced to include 'Device Type'.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Implantable Device List
  • SQL Query/Reporting Tool
  • Dictionary Update (CWS)
Scenario 1: "Implantable Device List" form validation
Specific Setup:
  • Avatar CareFabric 2022 Update 66 is required for full functionality.
Steps
  1. Open "Implantable Device List" form.
  2. Select a test client in the "Client Search" field.
  3. Select a device from the "Unique Device Identifier Search" field.
  4. Verify the following fields in the "Device Information" section display data:
  5. Brand Name
  6. Version or Model
  7. Device Type
  8. Company Name
  9. Device Description
  10. What MRI safety information does the labeling contain
  11. Device required to be labeled as containing natural rubber latex or dry natural rubber?
  12. Verify the following fields in the "Production Identifiers" section display data. Note that not all fields will be populated, depending on the selected device:
  13. Batch/Lot Number
  14. Serial Number
  15. Expiration Date
  16. Manufacturing Date
  17. Donation Identification Number
  18. Click [File Implantable Device To Client].
  19. Click [OK] on the "Information: Filed Successfully" dialog.
  20. Click [Submit].
  21. Open "Implantable Device List" form for the same test client.
  22. Validate all fields display the data as filed previously.
  23. Click [Submit].
Scenario 2: Implantable Device List - SQL Table Validation
Specific Setup:
  • Avatar CareFabric 2022 Update 66 is required for full functionality.
Steps
  1. Open 'Dictionary Update' for Avatar CWS.
  2. Click 'Print Dictionary'.
  3. Select 'Other CWS Tabled Files' in the 'File' field.
  4. Select 'Individual Data Element' in the 'Individual or All Data Elements' field.
  5. Set 'Data Element' to 'Device Type'.
  6. Click [Search].
  7. Select '(40721) Device Type'.
  8. Click [Print Dictionary].
  9. Verify Device Type list displays.
  10. Close the report.
  11. Close the form.
  12. Using Crystal Reports or any other SQL report viewer, create a report against SYSTEM.cw_implantable_device.
  13. Include, at a minimum, the following tables:
  14. PATID
  15. device_type_code
  16. device_type_value
  17. data_entry_date
  18. device_identifier
  19. Run the report.
  20. Verify the above fields contain data.
  21. Close the report.
Topics
• Implantable Device List • Query/Reporting
Update 95 Summary | Details
Dictionary Update - 'Problem Status' dictionary
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (CWS)
  • Problem List
Scenario 1: Dictionary Update - Validate the 'Problem Status' dictionary
Steps
  1. Access the 'Dictionary Update' CWS form.
  2. Select "CWS" in the 'File' field.
  3. Select "Data Element Number" in the 'Data Element' field.
  4. Enter "16214" in the 'Data Element' field.
  5. Select "(16214) Status" in the 'Data Element' field.
  6. Enter any existing value in the 'Dictionary Code' field.
  7. Validate the 'Dictionary Value' field is populated accordingly.
  8. Validate the 'Extended Dictionary Data Element' field now contains "ONC Clinical Status" and "ONC Verified Status".
  9. Select "(16254) ONC Clinical Status" in the 'Extended Dictionary Data Element' field.
  10. Validate the 'Extended Dictionary Value (Single Dictionary)' field contains: "Active", "Inactive", "Recurrence", "Relapse", "Remission", and "Resolved".
  11. Select the desired value in the 'Extended Dictionary Value (Single Dictionary)' field.
  12. Select "(16255) ONC Verified Status" in the 'Extended Dictionary Data Element' field.
  13. Validate the 'Extended Dictionary Value (Single Dictionary)' field contains: "Confirmed", "Differential", "Entered in Error", "Provisional", "Refuted", and "Unconfirmed".
  14. Select the desired value in the 'Extended Dictionary Value (Single Dictionary)' field.
  15. Click [Apply Changes].
  16. Validate a message is displayed stating: "Filed!".
  17. Click [OK].
  18. Select the "Print Dictionary" section.
  19. Select "CWS" in the 'File' field.
  20. Select "Individual Data Element" in the 'Individual or All Data Elements' field.
  21. Select "Data Element Number" in the 'Data Element' field.
  22. Enter "16214" in the 'Data Element' field.
  23. Select "(16214) Status" in the 'Data Element' field.
  24. Click [Print Dictionary].
  25. Validate the report contains the updated dictionary values entered in the previous steps.
  26. Close the report and the form.
Scenario 2: Problem List - Add / Edit / Void a problem
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Must have an "Active" and "Void" dictionary value defined for the 'Status (16214)' dictionary. The 'Active Status' extended dictionary data element defined for these values.
Steps
  1. Select "Client A" and access the 'Problem List' form.
  2. Click [View/Enter Problems].
  3. Select the desired problem in the 'Problem' field.
  4. Select "Active" in the 'Status' field.
  5. Populate all other desired fields.
  6. Click [Save], [Yes], and [Submit].
  7. Select "Client A" and access the 'Problem List' form.
  8. Click [View/Enter Problems].
  9. Validate the problem filed in the previous steps is displayed.
  10. Select "Void" in the 'Status' field.
  11. Click [Save], [Yes], and [Submit].
  12. Select "Client A" and access the 'Problem List' form.
  13. Click [View/Enter Problems].
  14. Validate the problem is no longer displayed since it has been voided.
  15. Close the form.
Dictionary Update - 'Allergy Status' dictionary
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Allergies and Hypersensitivities
  • Dictionary Update (CWS)
Scenario 1: 'Allergies and Hypersensitivities' - validate report displays
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  2. Click [Update] and [New Row].
  3. Enter the desired value in the 'Allergen/Reactant' field.
  4. Enter the desired date in the 'Date Recognized' field.
  5. Select any value in the 'Status' field.
  6. Select any value in the 'Reactions' field.
  7. Click [Save].
  8. Populate desired or required fields and submit the form.
  9. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  10. Click [Display].
  11. Validate the Crystal report opens in a new window and contains the current date and allergy entry.
  12. Click [Print Report].
  13. Validate the report opens as a PDF in a new browser tab.
  14. Click [Print].
  15. Validate the PDF report has access to your local printers and that the user can save as a PDF as well.
  16. Click [Cancel].
  17. Close the PDF report tab.
  18. Switch back to the Crystal Report window.
  19. Click [Export].
  20. Select "Adobe Acrobat (PDF)" in the 'Select A Format' field.
  21. Select "All" in the 'Page Range' field and click [OK].
  22. Validate the report downloads.
  23. Click [Close Report].
  24. Switch back to the 'Allergies and Hypersensitivities' form.
  25. Close the form.
Scenario 2: Dictionary Update - Validate the 'Allergy Status' dictionary
Steps
  1. Access the 'Dictionary Update' CWS form.
  2. Select "CWS" in the 'File' field.
  3. Select "Data Element Number" in the 'Data Element' field.
  4. Enter "10001" in the 'Data Element' field.
  5. Select "(10001) Status" in the 'Data Element' field.
  6. Enter any existing value in the 'Dictionary Code' field.
  7. Validate the 'Dictionary Value' field is populated accordingly.
  8. Validate the 'Extended Dictionary Data Element' field now contains "ONC Clinical Status" and "ONC Verified Status".
  9. Select "(13006) ONC Clinical Status" in the 'Extended Dictionary Data Element' field.
  10. Validate the 'Extended Dictionary Value (Single Dictionary)' field contains: "Active", "Inactive" and "Resolved".
  11. Select the desired value in the 'Extended Dictionary Value (Single Dictionary)' field.
  12. Select "(13007) ONC Verified Status" in the 'Extended Dictionary Data Element' field.
  13. Validate the 'Extended Dictionary Value (Single Dictionary)' field contains: "Confirmed", "Entered in Error", "Presumed", "Refuted", and "Unconfirmed".
  14. Select the desired value in the 'Extended Dictionary Value (Single Dictionary)' field.
  15. Click [Apply Changes].
  16. Validate a message is displayed stating: "Filed!".
  17. Click [OK].
  18. Select the "Print Dictionary" section.
  19. Select "CWS" in the 'File' field.
  20. Select "Individual Data Element" in the 'Individual or All Data Elements' field.
  21. Select "Data Element Number" in the 'Data Element' field.
  22. Enter "10001" in the 'Data Element' field.
  23. Select "(10001) Status" in the 'Data Element' field.
  24. Click [Print Dictionary].
  25. Validate the report contains the updated dictionary values entered in the previous steps.
  26. Close the report and the form.
Topics
• Dictionary • Problem List • Allergies and Hypersensitivities • NX • Allergy
 

Avatar_CWS_2022_Monthly_Release_2022.02.02_Details.csv