Skip to main content

Avatar CWS 2022 Monthly Release 2022.03.00 Acceptance Tests

  1. Last updated
  2. Save as PDF
Update 44 Summary | Details
Viewing FSBS results in 'Review Results', 'View Results' and 'Void Results'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Review Results
  • View Results
  • Void Results
Scenario 1: Blood Glucose via 'Results Import' viewing in 'View Results', 'Review Results' and 'Void Results'.
Specific Setup:
  • A Results file must be imported for "Client A" with an associated lab order which is an 'FSBS' (Finger Stick Blood Glucose) order.
  • The logged in user's 'HomeView' must contain the following widgets:
  • Lab Results
  • 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 'Results Import' form and Import the 'Results' file.
  2. Access the 'Review Results' form.
  3. Search for and select "Client A" in the 'Client ID' field.
  4. Search for and select the "FSBS" result in the 'Select Results' field.
  5. Validate the result "(FSBS) Fingerstick Glucose" is displayed.
  6. Note down the 'Specimen Collected' date.
  7. Click [Discard].
  8. Access the 'View Results' form.
  9. Click [Display Results List/Select Result To View/Print].
  10. Search for and select the "FSBS" result in the 'Select Results' field.
  11. Validate the "FSBS" result is displayed.
  12. Click [Cancel] and [Discard].
  13. Access the 'Void Results' form.
  14. Click [Display Results List/Select Result To View/Print].
  15. Search for and select the "FSBS" result in the 'Select Results' field.
  16. Validate the "FSBS" result is displayed.
  17. Click [Cancel].
  18. Access the 'Home View' and select "Client A".
  19. Set the 'Start Date' in the 'Lab Results' widget to the 'Specimen Collected' date noted from before and press tab.
  20. Validate the 'Lab Results' widget contains the "FSBS" result.
Topics
• myAvatar/myAvatar NX
Update 48 Summary | Details
Significant Findings
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Results Entry
  • Significant Findings
Scenario 1: OE NX - Significant Findings - Abnormal results - Lab
Specific Setup:
  • A client must have an active episode. (Client A).
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create a lab-type order.
  3. Access the 'Results Entry' form.
  4. Select "Add" from the 'Add/Edit/Delete Result' field.
  5. Select the lab-type order created, populate the required fields, and select "LAB" from the 'Diagnostic Service Code' field.
  6. Click [File Header Info] and select the 'Results Detail' section.
  7. Select "Add" from the 'Add/Edit/Delete Result Detail' field.
  8. Select the header just filed, populate the required fields, selecting an abnormal code from the 'Observation Abnormal Code' field, and click [File Detail Info].
  9. Access the 'Significant Findings' form for "Client A".
  10. Set the 'Significant Finding Date' field to the current date.
  11. Set the 'Significant Finding Time' to the current time.
  12. Select "Lab Result" from the 'Significant Finding Type' field.
  13. Select the result filed from the 'Findings' field.
  14. Validate the information displays correctly.
Scenario 2: OE NX - Significant Findings - Abnormal results - Micro
Specific Setup:
  • A client must have an active episode. (Client A)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create a lab-type order.
  3. Access the 'Results Entry' form.
  4. Select "Add" from the 'Add/Edit/Delete Result' field.
  5. Select the lab-type order created, populate the required fields, and select "Micro" from the 'Diagnostic Service Code' field.
  6. Click [File Header Info] and select the 'Results Detail' section.
  7. Select "Add" from the 'Add/Edit/Delete Result Detail' field.
  8. Select the header just filed, populate the required fields, selecting an abnormal code from the 'Observation Abnormal Code' field, and click [File Detail Info].
  9. Access the 'Significant Findings' form for "Client A".
  10. Set the 'Significant Finding Date' field to the current date.
  11. Set the 'Significant Finding Time' to the current time.
  12. Select "Micro Result" from the 'Significant Finding Type' field.
  13. Select the result filed from the 'Findings' field.
  14. Validate the information displays correctly.
Significant Findings
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Significant Findings
Scenario 1: Significant Findings - Lab result
Specific Setup:
  • A Lab result must be filed for any client (Client A)
Steps
  1. Open the 'Significant Findings' form for "Client A".
  2. Set the 'Significant Finding Date' field to the current date.
  3. Click [Current] for the 'Significant Finding Time' field.
  4. Select "Lab Result" from the 'Significant Finding Type' field.
  5. Validate the 'Date' and 'Time' for the entry are accurate.
  6. Select any result from the 'Findings' field.
  7. Validate the 'Finding Details' field contains data from the selected result.
  8. Click [Submit] and validate the form files successfully.
Significant Findings
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Results Entry
  • Significant Findings
Scenario 1: OE NX - Significant Findings - Abnormal results - Lab
Specific Setup:
  • A client must have an active episode. (Client A).
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create a lab-type order.
  3. Access the 'Results Entry' form.
  4. Select "Add" from the 'Add/Edit/Delete Result' field.
  5. Select the lab-type order created, populate the required fields, and select "LAB" from the 'Diagnostic Service Code' field.
  6. Click [File Header Info] and select the 'Results Detail' section.
  7. Select "Add" from the 'Add/Edit/Delete Result Detail' field.
  8. Select the header just filed, populate the required fields, selecting an abnormal code from the 'Observation Abnormal Code' field, and click [File Detail Info].
  9. Access the 'Significant Findings' form for "Client A".
  10. Set the 'Significant Finding Date' field to the current date.
  11. Set the 'Significant Finding Time' to the current time.
  12. Select "Lab Result" from the 'Significant Finding Type' field.
  13. Select the result filed from the 'Findings' field.
  14. Validate the information displays correctly.
Scenario 2: OE NX - Significant Findings - Abnormal results - Micro
Specific Setup:
  • A client must have an active episode. (Client A)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create a lab-type order.
  3. Access the 'Results Entry' form.
  4. Select "Add" from the 'Add/Edit/Delete Result' field.
  5. Select the lab-type order created, populate the required fields, and select "Micro" from the 'Diagnostic Service Code' field.
  6. Click [File Header Info] and select the 'Results Detail' section.
  7. Select "Add" from the 'Add/Edit/Delete Result Detail' field.
  8. Select the header just filed, populate the required fields, selecting an abnormal code from the 'Observation Abnormal Code' field, and click [File Detail Info].
  9. Access the 'Significant Findings' form for "Client A".
  10. Set the 'Significant Finding Date' field to the current date.
  11. Set the 'Significant Finding Time' to the current time.
  12. Select "Micro Result" from the 'Significant Finding Type' field.
  13. Select the result filed from the 'Findings' field.
  14. Validate the information displays correctly.
Topics
• NX • Order Entry Console • Significant Findings
Update 49 Summary | Details
Treatment Plan - 'Plan Participants' grid
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
  • Treatment Plan Number 1
Scenario 1: Treatment Plan - Validate signatures in the 'Plan Participant' grid
Specific Setup:
  • The following must be defined in 'Site Specific Section Modeling' for the '(Treatment Plan) Participation' form:
  • Must have one signature field added to the 'Plan Participation' grid (SS Treatment Plan Part Sign 1).
  • Must have event logic defined for the 'Role' field so that when "External Participant" is selected in the 'Role' field, the signature field becomes required.
  • A client is enrolled in an existing episode (Client A).
  • Document routing is enabled on the 'Treatment Plan' form.
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 [New Row] in the 'Plan Participants' grid.
  6. Select "External Participant" in the 'Role' field.
  7. Select "Final" in the 'Treatment Plan Status' field.
  8. Validate an error message is displayed stating: Missing Required Fields: SS Treatment Plan Part Sign 1.
  9. Click [OK].
  10. Validate an error message is displayed stating: Cancelled.
  11. Click [OK].
  12. Click [Sign] in the 'SS Treatment Plan Part Sign 1' field.
  13. Sign in the 'Please Sign' field and click [OK].
  14. Select "Final" in the 'Treatment Plan Status' field.
  15. Click [Submit].
  16. Validate the "Confirm Document" dialog is displayed with the treatment plan data.
  17. Click [Accept].
  18. Enter the password for the logged in user and click [OK].
Scenario 2: Treatment Plan Copy - Validate signatures in the 'Plan Participant' grid
Specific Setup:
  • The following must be defined in 'Site Specific Section Modeling' for the '(Treatment Plan Number 1) Participation' form:
  • Must have one signature field added to the 'Plan Participation' grid (SS Treatment Plan Part Sign 1).
  • Must have event logic defined for the 'Role' field so that when "External Participant" is selected in the 'Role' field, the signature field becomes required.
  • A client is enrolled in an existing episode (Client A).
  • Document routing is enabled on the 'Treatment Plan Number 1' form.
Steps
  1. Select "Client A" and access the 'Treatment Plan Number 1' 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 [New Row] in the 'Plan Participants' grid.
  6. Select "External Participant" in the 'Role' field.
  7. Select "Final" in the 'Treatment Plan Status' field.
  8. Validate an error message is displayed stating: Missing Required Fields: SS Treatment Plan Part Sign 1.
  9. Click [OK].
  10. Validate an error message is displayed stating: Cancelled.
  11. Click [OK].
  12. Click [Sign] in the 'SS Treatment Plan Part Sign 1' field.
  13. Sign in the 'Please Sign' field and click [OK].
  14. Select "Final" in the 'Treatment Plan Status' field.
  15. Click [Submit].
  16. Validate the "Confirm Document" dialog is displayed with the treatment plan data.
  17. Click [Accept].
  18. Enter the password for the logged in user and click [OK].
Scenario 3: Treatment Plan - File a Treatment Plan with Document Routing
Specific Setup:
  • Client is enrolled in an existing episode (Client A)
  • 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 - Plan Participants].
  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. Validate the 'Tree View' displays the new entry.
  25. Enter multiple lines of text in the 'Goal' field.
  26. Select any value from the 'Status' field.
  27. Click [Add New Objective].
  28. Validate the 'Tree View' displays the new entry.
  29. Enter multiple lines of text in the 'Objective' field.
  30. Select any value from the 'Status' field.
  31. Click [Add New Intervention].
  32. Validate the 'Tree View' displays the new entry.
  33. Select any value in the 'Status' field.
  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 click [Verify].
  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 4: Treatment Plan - File a Treatment Plan with Document Routing
Specific Setup:
  • Client is enrolled in an existing episode (Client A)
  • 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 - Plan Participants].
  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. Validate the 'Tree View' displays the new entry.
  25. Enter multiple lines of text in the 'Goal' field.
  26. Select any value from the 'Status' field.
  27. Click [Add New Objective].
  28. Validate the 'Tree View' displays the new entry.
  29. Enter multiple lines of text in the 'Objective' field.
  30. Select any value from the 'Status' field.
  31. Click [Add New Intervention].
  32. Validate the 'Tree View' displays the new entry.
  33. Select any value in the 'Status' field.
  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 click [Verify].
  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'.
Topics
• Site Specific Section Modeling • Treatment Plan
Update 64 Summary | Details
Vital Signs - The 'SYSTEM.cw_vital_signs' SQL table
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • SQL Query/Reporting
Scenario 1: Vitals Entry - Validate the 'SYSTEM.cw_vital_signs' SQL table
Specific Setup:
  • Have a client enrolled in an existing episode (Client A).
  • The user logged into the application must have access to all forms and tables.
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select "Add" in the 'Update Vital Sign' field.
  3. Enter the desired date in the 'Date' field.
  4. Enter the desired time in the 'Time' field.
  5. Select "No" in the 'Refused Vitals' field.
  6. Enter the desired value in the 'Systolic' and 'Diastolic' fields.
  7. Click [Submit] and [No].
  8. Access Crystal Reports or other SQL Reporting Tool.
  9. Create a report using the 'SYSTEM.cw_vital_signs' SQL table.
  10. Validate rows are displayed for the vitals entered in the previous steps.
  11. Validate the 'ID' field contains a unique identifier.
  12. Validate the 'edit_increment_ID' field contains the value as '1' for all the vitals entered in the previous steps.
  13. Validate the 'data_entry_date' field contains the date entered in the previous steps.
  14. Validate the 'data_entry_time' field contains the time entered in the previous steps.
  15. Validate the 'RV reading_value' field contains "No".
  16. Validate the 'BPS reading_value' field contains the value entered in the previous steps.
  17. Validate the 'BPD reading_value' field contains the value entered in the previous steps.
  18. Validate the 'BP vital sign' field contains "Blood Pressure (Label)".
  19. Close the report.
  20. Return to the 'Vitals Entry' form.
  21. Select “Edit” in the ‘Add/Edit/Delete Vital Sign’ field and click [Select Vital Sign].
  22. Select the 1st Vital Entry row and click [OK].
  23. Set the ‘Systolic’ field to"135".
  24. Set the ‘Diastolic’ field to "90".
  25. Set the 'Heart Rate' field to"78".
  26. Set the 'Respiration Rate' field to "108".
  27. Click [Submit] and [No].
  28. Access Crystal Reports or other SQL Reporting Tool.
  29. Create a report using the 'AUDIT.cw_vital_signs' SQL table.
  30. Validate the 'edit_increment_ID' field contains the value as '2' for the vitals edited in the previous steps.
  31. Validate the 'BPS reading_value' field contains the value entered in the previous steps. (ex. 135).
  32. Validate the 'BPD reading_value' field contains the value entered in the previous steps. (ex. 90).
  33. Validate the 'HR reading_value' field contains the value entered in the previous steps. (ex. 78).
  34. Validate the 'RR reading_value' field contains the value entered in the previous steps. (ex. 108).
  35. Close the report.
  36. Return to the 'Vitals Entry' form.
  37. Select “Void” in the ‘Add/Edit/Delete Vital Sign’ field and click [Select Vital Sign].
  38. Select the 1st Vital Entry row and click [OK].
  39. Select any value in the ‘Void Reason’ field.
  40. Click [Submit] and [Yes].
  41. Select “Edit” in the ‘Add/Edit/Delete Vital Sign’ field and click [Select Vital Sign].
  42. Validate “*** VOIDED ***” displays for the 1st Vitals Entry row.
  43. Access Crystal Reports or other SQL Reporting Tool.
  44. Create a report using the 'SYSTEM.cw_vital_signs' SQL table.
  45. Validate rows are displayed for the vitals entered in the previous steps
  46. Validate the 'ID' field contains a unique identifier.
  47. Validate the 'edit_increment_ID' field contains the value as '3' for all the vitals entered in the previous steps.
  48. Create a report using the 'AUDIT.cw_vital_signs' SQL table.
  49. Validate rows are displayed for the vitals added in Step 1.
  50. Validate the 'audit_action_value' field contains "Add" for the vitals added in Step 1.
  51. Validate the 'edit_increment_ID' field contains the value as '1' for the vitals added in Step 1
  52. Validate rows are displayed for the vitals that are edited in Step 3.
  53. Validate the 'audit_action_value' field contains "Edit" for the vitals edited in Step 3.
  54. Validate the 'edit_increment_ID' field contains the value as '2' for the vitals edited in Step 3
  55. Validate rows are displayed for the vitals that are voided in Step 5.
  56. Validate the 'voided_value' field contains "Yes" for the vitals voided in Step 5.
  57. Validate the 'edit_increment_ID' field contains the value as '3' for the vitals voided in Step 5
  58. Close the report.
Scenario 2: 'PutVitalSignSet' SDK action - Validate the 'SYSTEM.cw_vital_signs' SQL table
Steps

Internal Testing only
Topics
• Vital Signs • Vitals
Update 75 Summary | Details
POC Results Entry - cw_vital_signs
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR
  • POC Results Entry
  • Flowsheet
  • POC Results Entry Configuration
Scenario 1: POC Results Entry - Collecting Specimen for a lab order as a user with association to a staff member - Add a Result / Correct a Result / Void a Result
Specific Setup:
  • 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)
  • One user must exist in the application, who is associated to a staff member (User A).
  • "User A" must be logged into the application.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create a "Complete Blood Count" order for "Client A".
  3. Access the 'eMAR' widget.
  4. Click the 'Lab Orders' tab.
  5. Complete the 'Specimen Collection' for the "Complete Blood Count" order.
  6. Validate that "Client A" is selected and access the 'POC Results Entry' form.
  7. Validate that 'Include Inactive Orders' is defaulted to "No".
  8. Select the "Complete Blood Count" in the 'Order' field.
  9. Set the 'Field Name' field to "117" and validate that "mg" is displayed next to it.
  10. Click [File].
  11. Access the 'Flowsheet' widget.
  12. Click the 'Lab' tab and 'Test'.
  13. Select 'Resulted' for the "Complete Blood Count" order.
  14. Validate the 'Ordered By' field is in first name, last name and credentials format and close dialog.
  15. Select the icon for "Complete Blood Count" order.
  16. Validate the 'Panel Details' contains the medical director with their credentials after their name.
  17. Click [Cancel].
  18. Select "Client A" and access the 'POC Results Entry' form.
  19. Validate that the 'Include Inactive Orders' is defaulted to "No".
  20. Select the "Complete Blood Count" order in the 'Order' field.
  21. Select "Yes" in the 'Include Resulted Collections' field.
  22. Validate the 'Collection' field contains the "Collection Date, Collection Time and the staff who collected the specimen along with the staff member's credentials".
  23. Validate that "Correct" is selected by default in the 'Add/Edit/Void' field.
  24. Validate the 'Collecting Staff' field contains the staff member associated with "User A" and their credentials.
  25. Validate the 'Specimen Collection Time' field contains the collection time.
  26. Validate the 'Result Time' field contains the current time.
  27. Validate that the 'Field Name' field contains "117".
  28. Set the 'Field Name' field to "125" and click [File].
  29. Select "Client A" and access the 'POC Results Entry' form.
  30. Validate that the 'Include Inactive Orders' field is defaulted to "No".
  31. Select the "Complete Blood Count" order in the 'Order' field.
  32. Select "Yes" in the 'Include Resulted Collections' field.
  33. Validate the 'Collection' field contains the "Collection Date, Collection Time and the staff who collected the specimen along with the staff member's credentials".
  34. Validate that "Correct" is selected by default in the 'Add/Edit/Void' field.
  35. Validate the 'Collecting Staff' field contains the staff member associated with "User A" and their credentials.
  36. Select "Void" in the 'Add/Correct/Void' field.
  37. Enter any value in the 'Void Comments' field.
  38. Click [File].
Scenario 2: eMAR - Lab order - Administering an order and entering a Result for an order with vitals, editing the vitals and voiding the vitals
Steps

Internal Testing Only

Avatar eMAR - cw_vital_signs
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR
  • POC Results Entry
  • Flowsheet
  • POC Results Entry Configuration
Scenario 1: POC Results Entry - Collecting Specimen for a lab order as a user with association to a staff member - Add a Result / Correct a Result / Void a Result
Specific Setup:
  • 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)
  • One user must exist in the application, who is associated to a staff member (User A).
  • "User A" must be logged into the application.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create a "Complete Blood Count" order for "Client A".
  3. Access the 'eMAR' widget.
  4. Click the 'Lab Orders' tab.
  5. Complete the 'Specimen Collection' for the "Complete Blood Count" order.
  6. Validate that "Client A" is selected and access the 'POC Results Entry' form.
  7. Validate that 'Include Inactive Orders' is defaulted to "No".
  8. Select the "Complete Blood Count" in the 'Order' field.
  9. Set the 'Field Name' field to "117" and validate that "mg" is displayed next to it.
  10. Click [File].
  11. Access the 'Flowsheet' widget.
  12. Click the 'Lab' tab and 'Test'.
  13. Select 'Resulted' for the "Complete Blood Count" order.
  14. Validate the 'Ordered By' field is in first name, last name and credentials format and close dialog.
  15. Select the icon for "Complete Blood Count" order.
  16. Validate the 'Panel Details' contains the medical director with their credentials after their name.
  17. Click [Cancel].
  18. Select "Client A" and access the 'POC Results Entry' form.
  19. Validate that the 'Include Inactive Orders' is defaulted to "No".
  20. Select the "Complete Blood Count" order in the 'Order' field.
  21. Select "Yes" in the 'Include Resulted Collections' field.
  22. Validate the 'Collection' field contains the "Collection Date, Collection Time and the staff who collected the specimen along with the staff member's credentials".
  23. Validate that "Correct" is selected by default in the 'Add/Edit/Void' field.
  24. Validate the 'Collecting Staff' field contains the staff member associated with "User A" and their credentials.
  25. Validate the 'Specimen Collection Time' field contains the collection time.
  26. Validate the 'Result Time' field contains the current time.
  27. Validate that the 'Field Name' field contains "117".
  28. Set the 'Field Name' field to "125" and click [File].
  29. Select "Client A" and access the 'POC Results Entry' form.
  30. Validate that the 'Include Inactive Orders' field is defaulted to "No".
  31. Select the "Complete Blood Count" order in the 'Order' field.
  32. Select "Yes" in the 'Include Resulted Collections' field.
  33. Validate the 'Collection' field contains the "Collection Date, Collection Time and the staff who collected the specimen along with the staff member's credentials".
  34. Validate that "Correct" is selected by default in the 'Add/Edit/Void' field.
  35. Validate the 'Collecting Staff' field contains the staff member associated with "User A" and their credentials.
  36. Select "Void" in the 'Add/Correct/Void' field.
  37. Enter any value in the 'Void Comments' field.
  38. Click [File].
Scenario 2: eMAR - Lab order - Administering an order and entering a Result for an order with vitals, editing the vitals and voiding the vitals
Steps

Internal Testing Only
Topics
• POC Results Entry
Update 83 Summary | Details
'Vitals Entry' form - Vitals Reports
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar NX Report Viewer
Scenario 1: Vitals Entry Report - Report displays refused vitals information
Specific Setup:
  • Registry setting Avatar CWS->CWS Utilities->Set System Defaults->Vitals Entry->->Enable Multiple Blood Pressure Entry is set to "Y"
  • Multiple vitals are filed for a client using 'Vitals Entry'.
  • One or more records include 'Refused Vitals' set to "Yes".
Steps
  1. Access the 'Vitals Entry' form for the test client.
  2. Click [Vitals Reports] section.
  3. Select "All" in the 'Vital Sign(s) for Report' field.
  4. Set the 'Start Date' field to a date which will include refused vitals records.
  5. Set the 'Start Time' to the current time.
  6. Set the 'End Date' field to the end of the date range to include records in the report.
  7. Set the 'End Time' to the current time.
  8. Select "Yes" in the 'Display Refused Vitals' field.
  9. Click [View Report].
  10. Verify the "Refused Vitals" data displays successfully for the dates included.
Scenario 2: Vitals Entry Report - 'Display Refused Vitals' set to "No"
Specific Setup:
  • A client has refused and not refused vitals on file in 'Vitals Entry' (Client A).
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select the "Vitals Reports" section.
  3. Select "All" in the 'Vital Sign(s) for Report' field.
  4. Enter a date that will include refused and not refused vitals in the 'Start Date' field.
  5. Enter the current time in the 'Start Time' field.
  6. Enter a date that will include refused and not refused vitals in the 'End Date' field.
  7. Enter the current time in the 'End Time' field.
  8. Select "No" in the 'Display Refused Vitals' field.
  9. Click [View Report].
  10. Validate the report does not include refused vitals or comments associated with refused vitals.
  11. Close the report and the form.
Progress Notes - 'Existing Appointment' and 'Existing Service' notes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • 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: 'Progress Notes (Group and Individual)' - File an existing service note
Specific Setup:
  • A client is enrolled in an existing episode and has multiple existing services on file and multiple draft notes on file (Client A).
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select the desired episode in the 'Select Episode' field.
  4. Select "Existing Service" in the 'Progress Note For' field.
  5. Validate the 'Note Addresses Which Existing Service/Appointment' field is sorted in ascending order.
  6. Select the desired service in the 'Note Addresses Which Existing Service/Appointment' field.
  7. Populate all required and desired fields.
  8. Select "Draft" in the 'Draft/Final' field.
  9. Click [File Note].
  10. Validate a message is displayed stating: Note Filed.
  11. Click [OK].
  12. Validate the 'Select Draft Note To Edit' field is sorted in ascending order.
  13. Select the note filed in the previous steps in the 'Draft Note To Edit' field.
  14. Validate all previously filed data is displayed.
  15. Update any desired fields.
  16. Select "Final" in the 'Draft/Final' field.
  17. Click [File Note].
  18. Validate a message is displayed stating: Note Filed.
  19. Click [OK] and close the form.
Scenario 3: Ambulatory Progress Note - New Service
Specific Setup:
  • A client is enrolled in an outpatient episode (Client A).
Steps
  1. Select "Client A" and access the 'Ambulatory Progress Notes' form.
  2. Select "New Service" in the 'Progress Note For' field.
  3. Populate all required and desired fields.
  4. Click "Final" multiple times in the 'Draft/Final' field.
  5. Click [Submit] multiple times.
  6. Access the 'Client Ledger' form.
  7. Enter "Client A" in the 'Client ID' field.
  8. Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
  9. Select "Simple" in the 'Ledger Type' field.
  10. Select "Yes" in the 'Include Zero Charges' field.
  11. Click [Process].
  12. Validate the 'Client Ledger Report' contains one generated service from the new service note.
  13. Close the report and the form.
Scenario 4: 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 5: Ambulatory Progress Notes - Existing Service
Specific Setup:
  • A client is enrolled in an existing outpatient episode and has multiple existing services on file and multiple draft notes on file (Client A).
Steps
  1. Access the 'Client Charge Input' form.
  2. Enter "Client A" in the 'Client ID' field.
  3. Select the desired date.
  4. Select any value in the 'Location' field.
  5. Select the desired value in the 'Service Code' field.
  6. Enter "Practitioner A" in the 'Practitioner' field.
  7. Click [Submit].
  8. Validate message stating "Client Charge Input has completed. Do you wish to return to form?".
  9. Click [No].
  10. Access the 'Ambulatory Progress Notes' form.
  11. Validate the text appears as expected.
  12. Enter "Client A" in the 'Select Client' field.
  13. Select 'Existing Service' in the 'Progress Note For' field.
  14. Select the appointment previously filed in the 'Note Addresses Which Existing Service/Appointment' field.
  15. Validate the fields populate with the data saved.
  16. Select the desired value in the 'Note Type' field.
  17. Enter any value in the 'Notes Field'.
  18. Select "Final" in the 'Draft/Final' field.
  19. Click [Submit].
Scenario 6: 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.
Scenario 7: Progress Notes (Group and Individual) - Validate 'Existing Appointment' notes when appointment status is updated
Specific Setup:
  • A client is enrolled in an active episode and have an appointment scheduled for the current date (Client A).
  • Document routing is enabled on the 'Progress Notes (Group and Individual)' form.
  • Must have "Independent Note" selected in the 'Disable Progress Notes Of Type' field in the 'Set System Defaults' form.
  • Must have a dictionary value of "On Hold" defined for the 'Appointment Status' dictionary in 'Dictionary Update'.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select the desired episode in the 'Select Episode' field.
  4. Select "Existing Appointment in the 'Progress Note For' field.
  5. Select the existing appointment in the 'Note Addresses Which Existing Service/Appointment' field.
  6. Select any value in the 'Note Type' field.
  7. Enter any value in the 'Notes Field' field.
  8. Select "Draft" in the 'Draft/Final' field.
  9. Click [File Note].
  10. Validate a 'Progress Notes message' is displayed stating: "Note Filed".
  11. Click [OK] and close the form.
  12. Access the 'Scheduling Calendar' form.
  13. Right click on the existing appointment for "Client A" and click [Status Update].
  14. Select "On Hold" in the 'Appointment Status' field.
  15. Click [Submit] and [Dismiss].
  16. Access the 'Progress Notes (Group and Individual)' form.
  17. Select "Client A" in the 'Select Client' field.
  18. Select the draft note filed in the previous steps in the 'Select Draft Note To Edit' field.
  19. Validate all previously filed data is displayed.
  20. Select "Final" in the 'Draft/Final' field.
  21. Click [File Note].
  22. Validate an error message is displayed stating: The appointment this note addresses is on hold and is no longer available and notes of type 'Independent Note' are not allowed for this facility. You must select another appointment for this note.
  23. Click [OK].
  24. Validate a message is displayed stating: Filing Aborted.
  25. Click [OK] and close the form.
  26. Access the 'Scheduling Calendar' form.
  27. Right click on the existing appointment for "Client A" and click [Status Update].
  28. Select "Scheduled" in the 'Appointment Status' field.
  29. Click [Submit] and [Dismiss].
  30. Access the 'Progress Notes (Group and Individual)' form.
  31. Select "Client A" in the 'Select Client' field.
  32. Select the draft note filed in the previous steps in the 'Select Draft Note To Edit' field.
  33. Validate all previously filed data is displayed.
  34. Select "Final" in the 'Draft/Final' field.
  35. Click [File Note].
  36. Validate the document routing screen is displayed with the progress note data.
  37. Click [Accept] and enter the password for the logged in user.
  38. Validate a message is displayed stating: Note Filed.
  39. Close the form.
Scenario 8: Progress Notes (Group and Individual) - File an independent note
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • 'Progress Notes (Group and Individual)' must have document routing enabled.
  • A practitioner must be associated with the logged in user (Practitioner A).
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" and the desired episode.
  3. Select "Independent Note" in the 'Progress Note For' field.
  4. Select a note type from the 'Note Type' field.
  5. Enter any value in the 'Notes' field.
  6. Select "Final" in the 'Draft/Final' field.
  7. Click [Submit Note]
  8. Validate the document is displayed as expected and click [Accept]
  9. Enter the password associated with the logged in user and click [Verify].
  10. Validate a 'Progress Notes' dialog stating: "Note Filed." and click [OK].
  11. Validate the 'Select Client' field is blank.
  12. Close the form.
Scenario 9: 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].
Progress Notes - 'Note Addresses Which Existing Service/Appointment' and 'Select Draft Note To Edit' fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Ambulatory Progress Notes
Scenario 1: 'Progress Notes (Group and Individual)' - File an existing service note
Specific Setup:
  • A client is enrolled in an existing episode and has multiple existing services on file and multiple draft notes on file (Client A).
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select the desired episode in the 'Select Episode' field.
  4. Select "Existing Service" in the 'Progress Note For' field.
  5. Validate the 'Note Addresses Which Existing Service/Appointment' field is sorted in ascending order.
  6. Select the desired service in the 'Note Addresses Which Existing Service/Appointment' field.
  7. Populate all required and desired fields.
  8. Select "Draft" in the 'Draft/Final' field.
  9. Click [File Note].
  10. Validate a message is displayed stating: Note Filed.
  11. Click [OK].
  12. Validate the 'Select Draft Note To Edit' field is sorted in ascending order.
  13. Select the note filed in the previous steps in the 'Draft Note To Edit' field.
  14. Validate all previously filed data is displayed.
  15. Update any desired fields.
  16. Select "Final" in the 'Draft/Final' field.
  17. Click [File Note].
  18. Validate a message is displayed stating: Note Filed.
  19. Click [OK] and close the form.
Scenario 2: Ambulatory Progress Notes - Existing Service
Specific Setup:
  • A client is enrolled in an existing outpatient episode and has multiple existing services on file and multiple draft notes on file (Client A).
Steps
  1. Access the 'Client Charge Input' form.
  2. Enter "Client A" in the 'Client ID' field.
  3. Select the desired date.
  4. Select any value in the 'Location' field.
  5. Select the desired value in the 'Service Code' field.
  6. Enter "Practitioner A" in the 'Practitioner' field.
  7. Click [Submit].
  8. Validate message stating "Client Charge Input has completed. Do you wish to return to form?".
  9. Click [No].
  10. Access the 'Ambulatory Progress Notes' form.
  11. Validate the text appears as expected.
  12. Enter "Client A" in the 'Select Client' field.
  13. Select 'Existing Service' in the 'Progress Note For' field.
  14. Select the appointment previously filed in the 'Note Addresses Which Existing Service/Appointment' field.
  15. Validate the fields populate with the data saved.
  16. Select the desired value in the 'Note Type' field.
  17. Enter any value in the 'Notes Field'.
  18. Select "Final" in the 'Draft/Final' field.
  19. Click [Submit].
Topics
• Vitals Entry • Progress Notes • Progress Notes (Group And Individual)
Update 86 Summary | Details
Avatar CWS - Multi Lab Tests
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR
Scenario 1: OE NX - Lab orders - Requisition Report
Specific Setup:
  • The following updates must be installed: Avatar CareFabric 2022 Update 64, Avatar OE 2022 Update 71 and Avatar CWS 2022 Update 86
  • The 'Avatar Order Entry->Interfaces->CareFabric->->->Enable Order Message Queue and Multi-Test Lab Orders' 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 have an active episode. (Client A)
Steps
  1. Select "Client A" and access the 'Financial Eligibility' form.
  2. Select the 'Guarantor Selection' section.
  3. Click [Add New Item] in the Guarantor Information grid.
  4. Search for and select "Medicare" from the 'Guarantor #' field.
  5. Select "(Contract) Medicare Part A" from the 'Guarantor Plan' field.
  6. Validate a message is displayed stating "Selecting This Plan Will Over-Write Any Previous Plan Information. The Master Plan Information Will Default" and click [OK].
  7. Select "Self" from the 'Client's Relationship To Subscriber' field.
  8. Validate the 'Subscriber's Name' field is equal to "Client A".
  9. Set the 'Subscriber Address - Street Line 1' field to "123 place drive circle street".
  10. Set the 'Zip code' field to "12345".
  11. Select "Male" from the 'Subscriber Sex' field.
  12. Set the 'Subscriber's Social Security #' field to "222-55-8888".
  13. Select "Full Time (32+ Hours A Week Not Including Armed Forces)" from the 'Subscriber's Employment Status' field.
  14. Set the 'Subscriber Policy #' field to "48536843".
  15. Select "Yes" from the 'Subscriber Assignment Of Benefits' field.
  16. Set the 'Subscriber's Covered Days' field to "9999".
  17. Set the 'Maximum Covered Dollars' field to "9999999.99".
  18. Select "Yes, Provider Has Signed Statement Permitting Release" from the 'Subscriber Release Of Info' field.
  19. Select the 'Financial Eligibility' section.
  20. Select "Medicare" from the 'Guarantor #1' field and click [Submit].
  21. Access the 'External Lab/Radiology Definition for CareConnect' form.
  22. Select 'Add' from the 'Add New or Edit Existing Vendor' field.
  23. Select 'Lab' from the 'External Application Type' field.
  24. Select 'Yes' from the 'eVendor' field.
  25. Select "Change Health-LabCorp" from the 'Vendor to Define' field.
  26. Select "TA" from the 'Vendor Business Unit' field.
  27. Select "90550015" from the 'Vendor Account Number' field.
  28. Set the 'Vendor Name' field to "LabCorp-CHC".
  29. Select 'LabCorp' from the 'Lab Vendor Company' field and click [Submit].
  30. Validate a message is displayed stating "Do you wish to return to form" and click [No].
  31. Access the 'External Lab Mapping for CareConnect' form.
  32. Select "LabCorp-CHC" from the 'External Lab Vendor' field.
  33. Select "Subscriber Employment Status (IN1-42)" from the 'HL7 Segment' field.
  34. Select "Subscr. Employment Status - File: Client, Data Element #256" from the 'Avatar Dictionary to Map' field.
  35. Select "Full Time (32+ Hours A Week Not Including Armed Forces)" from the 'Avatar Dictionary Value to Map' field.
  36. Set the 'Mapped to Code' field to "1" and click [File].
  37. Select "Subscriber Relationship (IN1-17)" from the 'HL7 Segment' field.
  38. Select "Client's Relationship To Subscriber - File: Client, Data Element #247" from the 'Avatar Dictionary to Map' field.
  39. Select "Self" from the 'Avatar Dictionary Value to Map' field.
  40. Set the 'Mapped to Code' field to "18" and click [File] and [Discard].
  41. Validate a message displays stating "Are you sure you want to Close without saving?" and click [Yes].
  42. Access the 'Order Code Setup' form.
  43. Select "Add New Code" from the 'Add/Edit Order Code' field.
  44. Set the 'New Order Code' field to "Sars-CoV-2".
  45. Set the 'Order Code Description' field to "Sars-CoV-2".
  46. Select "Lab" from the 'Order Type' field.
  47. Click [External Lab Definition].
  48. Click [New Row].
  49. Set the 'Lab Vendor Name' cell to "LabCorp-CHC.
  50. Set the 'Compendium Order Code' cell to "SARS-CoV-2, NAA" and click [Save].
  51. Validate a message displays stating "Exit Grid?" and click [Yes].
  52. Click [Submit].
  53. Validate a message displays stating "Order Code Setup has completed. Do you wish to return to form?" and click [No].
  54. Select "Client A" and access the Order Entry Console.
  55. Search for and select "SARS-CoV-2, NAA " from the 'New Order' field.
  56. Select "Daily" from the 'Frequency' field.
  57. Select "Lab Vendor Staff will Collect" in the 'Specimen Collection' field.
  58. Set the 'Duration' field to "5" and click [Days] and [Add to Scratchpad].
  59. Validate the 'Ask On Order Entry' dialog displays.
  60. Answer all "AOE" questions and click [Save] and [Sign].
  61. Validate the 'Order grid' contains an order for "SARS-CoV-2, NAA Daily, Lab Vendor Staff will Collect, LabCorp-CHC".
  62. Select the order created from the 'Order grid' and click [Print].
  63. Validate the 'Lab Print' dialog displays and click [Print Lab Requisition].
  64. Validate the 'Requisition Report' displays successfully.
Scenario 2: OE NX - 'Enable Order Message Queue and Multi-Test Lab Orders' set to "Y" - 'Group Order Message' set to "Yes"
Specific Setup:
  • The following updates must be installed: Avatar CareFabric 2022 Update 64, Avatar OE 2022 Update 71 and Avatar CWS 2022 Update 86
  • The 'Avatar Order Entry->Interfaces->CareFabric->->->Enable Order Message Queue and Multi-Test Lab Orders' registry setting must be set to "Y"
  • Please log out of the application and log back in after completing the above configuration.
  • A client must exist in an active episode (Client A)
  • A Lab Vendor (Lab Vendor A) must be configured in the 'External Lab/Radiology Definition for CareConnect' form where the 'Group Order Messages' field is set to "Yes"
  • Two lab-type order codes (Order Code A, Order Code B) must be configured to have "Lab Vendor A" configured in the 'External Lab Definition' grid in the 'Order Code Setup' form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create two lab-type orders for "Order Code A" and "Order Code B" for "Lab Vendor A", with "Lab Vendor Staff will Collect" selected, and with a one time only 'Frequency Code'.
  3. Select either order from the 'Order grid' and click [Print] and print the 'Lab Requisition report'.
  4. Validate the 'Requisition Report' displays a 'REQ#' of "GR-#" and that both lab orders display.
Scenario 3: OE NX - 'Enable Order Message Queue and Multi-Test Lab Orders' set to "Y" - 'Send Lab Order Prior to Specimen Collection' set to "Yes"
Specific Setup:
  • The following updates must be installed: Avatar CareFabric 2022 Update 64, Avatar OE 2022 Update 71 and Avatar CWS 2022 Update 86
  • The 'Avatar Order Entry->Interfaces->CareFabric->->->Enable Order Message Queue and Multi-Test Lab Orders' registry setting must be set to "Y"
  • Please log out of the application and log back in after completing the above configuration.
  • A client must exist in an active inpatient episode (Client A)
  • A Lab Vendor (Lab Vendor A) must be configured in the 'External Lab/Radiology Definition for CareConnect' form where the 'Send Lab Order Prior to Specimen Collection' field is set to "Yes".
  • A lab-type order code (Order Code A) must be configured to have "Lab Vendor A" configured in the 'External Lab Definition' grid in the 'Order Code Setup' form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create an order for "Order Code A" with "Lab Vendor A" and a one time only 'Frequency Code'.
  3. Using Crystal Reports or any other SQL reporting tool, create a report on the 'OrderEntry.order_mesg_status' table and include all fields.
  4. Validate a new order message is created.
Scenario 4: OE NX - 'Enable Order Message Queue and Multi-Test Lab Orders' set to "Y" - 'Send Lab Order Prior to Specimen Collection' set to "No"
Specific Setup:
  • The following updates must be installed: Avatar CareFabric 2022 Update 64, Avatar OE 2022 Update 71 and Avatar CWS 2022 Update 86
  • The 'Avatar Order Entry->Interfaces->CareFabric->->->Enable Order Message Queue and Multi-Test Lab Orders' registry setting must be set to "Y"
  • Please log out of the application and log back in after completing the above configuration.
  • A client must exist in an active inpatient episode (Client A)
  • A Lab Vendor (Lab Vendor A) must be configured in the 'External Lab/Radiology Definition for CareConnect' form where the 'Send Lab Order Prior to Specimen Collection' field is set to "No".
  • A lab-type order code (Order Code A) must be configured to have "Lab Vendor A" configured in the 'External Lab Definition' grid in the 'Order Code Setup' form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create an order for "Order Code A" with "Lab Vendor A" and a one time only 'Frequency Code'.
  3. Using Crystal Reports or any other SQL reporting tool, create a report on the 'OrderEntry.order_mesg_status' table and include all fields.
  4. Validate no new order message is created.
  5. Access the 'eMAR' widget for "Client A" and validate an order for "Order Code A" is displayed.
  6. Perform 'Client Education' and 'Order Acknowledgement' for the order.
  7. Perform a 'Specimen Collection' for the order.
  8. Refresh the report created using the 'OrderEntry.order_mesg_status' table and validate a new message was sent.
Scenario 5: OE NX - 'Enable Order Message Queue and Multi-Test Lab Orders' set to "Y" - 'Suppress Specimen Collection Message' set to "Yes"
Specific Setup:
  • The following updates must be installed: Avatar CareFabric 2022 Update 64, Avatar OE 2022 Update 71 and Avatar CWS 2022 Update 86
  • The 'Avatar Order Entry->Interfaces->CareFabric->->->Enable Order Message Queue and Multi-Test Lab Orders' registry setting must be set to "Yes".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must exist in an active inpatient episode (Client A)
  • A Lab Vendor (Lab Vendor A) must be configured in the 'External Lab/Radiology Definition for CareConnect' form where the 'Send Order Prior to Collect' field is set to "Yes"
  • A lab-type order code (Order Code A) must be configured to have "Lab Vendor A" configured in the 'External Lab Definition' grid in the 'Order Code Setup' form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create an order for "Order Code A" with "Lab Vendor A" and a one time only 'Frequency Code'.
  3. Access the 'eMAR' widget for "Client A".
  4. Perform 'Client Education' and 'Order Acknowledgement' on "Order A".
  5. Perform a 'Specimen Collection' for "Order A".
  6. Using Crystal Reports or any other SQL reporting tool, create a report on the 'OrderEntry.order_mesg_status' table and include all fields.
  7. Validate no 'Specimen Collection' message is displayed.
Scenario 6: OE NX - 'Enable Order Message Queue and Multi-Test Lab Orders' set to "Y" - 'Suppress Cancel/Discontinue Message' set to "Yes"
Specific Setup:
  • The following updates must be installed: Avatar CareFabric 2022 Update 64, Avatar OE 2022 Update 71 and Avatar CWS 2022 Update 86
  • The 'Avatar Order Entry->Interfaces->CareFabric->->->Enable Order Message Queue and Multi-Test Lab Orders' registry setting must be set to "Y".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must exist in an active inpatient episode (Client A)
  • A Lab Vendor (Lab Vendor A) must be configured in the 'External Lab/Radiology Definition for CareConnect' form where the 'Suppress Cancel/Discontinue Message' field is set to "Yes"
  • A lab-type order code (Order Code A) must be configured to have "Lab Vendor A" configured in the 'External Lab Definition' grid in the 'Order Code Setup' form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create an order for "Order Code A" with "Lab Vendor A" and a one time only 'Frequency Code'.
  3. Using Crystal Reports or any other SQL reporting tool, create a report on the 'OrderEntry.order_mesg_status' table and include all fields.
  4. Validate the order message has been sent.
  5. Discontinue the order created.
  6. Refresh the 'OrderEntry.order_mesg_status' table and validate no new message was sent.
Topics
• NX • Order Entry Console
Update 88 Summary | Details
'Quick Vitals' Quick Action
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 accessing and filing 'Oxygen' Quick Action from the 'Client Dashboard'
Specific Setup:
  • A client must be admitted to an active episode (Client A).
  • The 'Oxygen' Quick Action must be assigned to the logged in user in the 'NX View Definition' form.
  • The 'Client Dashboard' must contain the 'Client Information' header.
Steps
  1. Select "Client A" and launch the 'Client Dashboard'.
  2. Validate the 'Client Information' header is aligned with the widgets.
  3. Select the 'My Activity' menu.
  4. Validate the view resizes and the 'Client Information' header aligns with the widgets.
  5. Select the 'My Activity' menu.
  6. Validate the view resizes and the 'Client Information' header aligns with the widgets.
  7. Navigate to the 'Oxygen' Quick Action and click [Add].
  8. Validate the dialog is fixed and centered in the screen.
  9. Enter "asd" in the 'Oxygen' field.
  10. Click outside of the dialog.
  11. Validate an 'Error' message is displayed stating "Oxygen Saturation must be a whole number no more than three digits long."
  12. Click [OK].
  13. Enter "80" in the 'Oxygen' field.
  14. Click [Save].
  15. Navigate to the 'Oxygen' Quick Action and validate data has been saved.
  16. Close the 'Client Dashboard'.
Scenario 3: 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. Validate the 'Quick Vitals' quick action contains "Vitals last entered: [current date and time]".
  9. Click [Quick Vitals - Add].
  10. Populate the desired fields and click [Save].
  11. Validate the 'Quick Vitals' quick action contains "Vitals last entered: [current date and time]".
  12. Click [Quick Vitals - Add].
  13. Populate the desired fields and click [Save].
  14. Validate the 'Quick Vitals' quick action contains "Vitals last entered: [current date and time]".
  15. Click [Close].
  16. Access the 'Vitals Entry' form.
  17. Select the 'Vitals Report' field.
  18. Click [Start Date Y].
  19. Click [Start Date T].
  20. Enter any value in the 'Start Time' field.
  21. Enter any value in the 'End Time' field.
  22. Select "All" in the 'Vital Sign(s) for Report' field.
  23. Click [View Report].
  24. Validate the report contains the entries filed in the previous steps.
  25. Click [Close Report].
  26. Close the form.
Scenario 4: Validate accessing various 'Quick Actions' from a view
Specific Setup:
  • A client must be admitted to an active episode (Client A).
  • 'Update Client Data', 'Smoking Assessment', 'Problem List', 'Emergency Contact', and 'Alerts' Quick Actions must be assigned to the user's view in the 'NX View Definition' form (View A).
Steps
  1. Select "Client A" and navigate to "View A" and the 'Quick Actions' widget.
  2. Click [Update Client Data - Add].
  3. Validate only one dialog is displayed and it is not resizable.
  4. Click outside of the 'Update Client Data' dialog.
  5. Validate the dialog is fixed and centered in the screen.
  6. Enter "LASTNAME, FIRSTNAME" in the 'Name' field and press the "Tab" key.
  7. Validate the space is automatically removed after the comma.
  8. Click the 'State' field and validate the states are listed alphabetically.
  9. Populate the required and desired fields.
  10. Click [Save].
  11. Click [Emergency Contact - Add].
  12. Validate only one dialog is displayed and it is not resizable.
  13. Click outside of the 'Emergency Contact' dialog.
  14. Validate the dialog is fixed and centered in the screen.
  15. Enter "LASTNAME, FIRSTNAME" in the 'Emergency Contact Name' field and press the "Tab" key.
  16. Validate the space is automatically removed after the comma.
  17. Fill out any required any desired fields.
  18. Click [Save].
  19. Click [Smoking Assessment - Add].
  20. Validate only one dialog is displayed and it is not resizable.
  21. Click outside of the 'Smoking Assessment' dialog.
  22. Validate the dialog is fixed and centered in the screen.
  23. Populate the required fields.
  24. Click [Save].
  25. Click [Problems List - Add].
  26. Validate only one dialog is displayed and it is not resizable.
  27. Click outside of the 'Problems List' dialog.
  28. Validate the dialog is fixed and centered in the screen.
  29. Enter "Anxiety" in the 'Problem' field.
  30. Enter any value in the 'Status' field.
  31. Click [Save].
  32. Click [Alerts - Add].
  33. Validate only one dialog is displayed and it is not resizable.
  34. Click outside of the 'Alerts' dialog.
  35. Validate the dialog is fixed and centered in the screen.
  36. Select "Warning (Custom)" in the 'Type of Alert' field.
  37. Select "All Episodes" in the 'Episode(s)' field.
  38. Enter any value with a special character in the 'Custom Message' field.
  39. Validate an error message and click [OK].
  40. Enter any value in the 'Custom Message' field.
  41. Select "No" in the 'Disabled' field.
  42. Select "Active for Date Range" in the 'Active or Active for Date Range' field.
  43. Validate the 'Start Date' and 'End Date' field populate with the current date.
  44. Click [End Date Y].
  45. Validate an 'Error' dialog stating: "Please choose an end date on or after the start date." and click [OK].
  46. Validate the 'End Date' field contains the current date.
  47. Enter any future value in the 'End Date' field.
  48. Select any form in the 'Applicable Forms' field (Form A).
  49. Validate the 'Applicable Forms' are listed alphabetically.
  50. Click [Save].
  51. Close the 'Client Dashboard'.
  52. Access 'Form A'.
  53. Validate the 'Client Alert' message is displayed and contains the message entered in the previous steps.
  54. Click [OK].
  55. Close the form.
Scenario 5: Validate various vital Quick Actions from the 'Client Dashboard'
Specific Setup:
  • A client must be enrolled in an existing episode. (Client A)
  • 'Pain Scale', 'HT/WT/BMI', 'Blood Pressure', 'Heart Rate', 'Respiratory Rate', 'Temperature', 'and 'Blood Glucose' Quick Actions must be assigned to the user's Client Dashboard in the 'NX View Definition' form.
  • The 'Utilize Local Workstation Time Zone' registry setting must be set to "Y".
Steps
  1. Select "Client A" and launch the 'Client Dashboard'.
  2. Navigate to the 'Quick Actions' widget.
  3. Click [Blood Pressure - Add].
  4. Enter the desired value in the 'Systolic' field.
  5. Enter the desired value in the 'Diastolic' field.
  6. Select any value in the 'Position' field.
  7. Validate the 'Save' button is enabled.
  8. Click [Save].
  9. Click [Heart Rate - Add].
  10. Enter the desired value in the 'Heart Rate' field.
  11. Validate the 'Save' button is enabled.
  12. Click [Save].
  13. Click [Respiratory Rate- Add].
  14. Enter the desired value in the 'Respiratory Rate' field.
  15. Validate the 'Save' button is enabled.
  16. Click [Save].
  17. Click [Temperature - Add].
  18. Enter the desired value in the 'Temperature (F)' field and press the 'Tab' key.
  19. Validate the appropriate value is displayed in the 'Temperature (C)' field.
  20. Validate the 'Save' button is enabled.
  21. Click [Save].
  22. Click [Blood Glucose - Add].
  23. Enter the desired value in the 'Blood Glucose' field.
  24. Validate the 'Save' button is enabled.
  25. Click [Save].
  26. Click [HT/WT/BMI - Add].
  27. Enter the desired value in the 'Height (in)' field and press the 'Tab' key.
  28. Validate the appropriate value is displayed in the 'Height (cm)' field.
  29. Enter the desired value in the 'Weight (lbs)' field and press the 'Tab' key.
  30. Validate the appropriate value is displayed in the 'Weight (kgs)' field.
  31. Validate the appropriate value is displayed in the 'BMI' field.
  32. Validate the 'Save' button is enabled.
  33. Click [Save].
  34. Click [Pain Scale - Add].
  35. Select the desired value in the 'Pain Scale' field.
  36. Click [Save].
Scenario 6: Validate accessing various 'Quick Actions' from the 'Client Dashboard'
Specific Setup:
  • A client must be admitted to an active episode (Client A).
  • "Client A" must not have a diagnosis on file.
  • '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.
'Allergies / Hypersensitivities' Quick Action
Scenario 1: Validate accessing and filing 'Oxygen' Quick Action from the 'Client Dashboard'
Specific Setup:
  • A client must be admitted to an active episode (Client A).
  • The 'Oxygen' Quick Action must be assigned to the logged in user in the 'NX View Definition' form.
  • The 'Client Dashboard' must contain the 'Client Information' header.
Steps
  1. Select "Client A" and launch the 'Client Dashboard'.
  2. Validate the 'Client Information' header is aligned with the widgets.
  3. Select the 'My Activity' menu.
  4. Validate the view resizes and the 'Client Information' header aligns with the widgets.
  5. Select the 'My Activity' menu.
  6. Validate the view resizes and the 'Client Information' header aligns with the widgets.
  7. Navigate to the 'Oxygen' Quick Action and click [Add].
  8. Validate the dialog is fixed and centered in the screen.
  9. Enter "asd" in the 'Oxygen' field.
  10. Click outside of the dialog.
  11. Validate an 'Error' message is displayed stating "Oxygen Saturation must be a whole number no more than three digits long."
  12. Click [OK].
  13. Enter "80" in the 'Oxygen' field.
  14. Click [Save].
  15. Navigate to the 'Oxygen' Quick Action and validate data has been saved.
  16. Close the 'Client Dashboard'.
Scenario 2: Validate accessing various 'Quick Actions' from a view
Specific Setup:
  • A client must be admitted to an active episode (Client A).
  • 'Update Client Data', 'Smoking Assessment', 'Problem List', 'Emergency Contact', and 'Alerts' Quick Actions must be assigned to the user's view in the 'NX View Definition' form (View A).
Steps
  1. Select "Client A" and navigate to "View A" and the 'Quick Actions' widget.
  2. Click [Update Client Data - Add].
  3. Validate only one dialog is displayed and it is not resizable.
  4. Click outside of the 'Update Client Data' dialog.
  5. Validate the dialog is fixed and centered in the screen.
  6. Enter "LASTNAME, FIRSTNAME" in the 'Name' field and press the "Tab" key.
  7. Validate the space is automatically removed after the comma.
  8. Click the 'State' field and validate the states are listed alphabetically.
  9. Populate the required and desired fields.
  10. Click [Save].
  11. Click [Emergency Contact - Add].
  12. Validate only one dialog is displayed and it is not resizable.
  13. Click outside of the 'Emergency Contact' dialog.
  14. Validate the dialog is fixed and centered in the screen.
  15. Enter "LASTNAME, FIRSTNAME" in the 'Emergency Contact Name' field and press the "Tab" key.
  16. Validate the space is automatically removed after the comma.
  17. Fill out any required any desired fields.
  18. Click [Save].
  19. Click [Smoking Assessment - Add].
  20. Validate only one dialog is displayed and it is not resizable.
  21. Click outside of the 'Smoking Assessment' dialog.
  22. Validate the dialog is fixed and centered in the screen.
  23. Populate the required fields.
  24. Click [Save].
  25. Click [Problems List - Add].
  26. Validate only one dialog is displayed and it is not resizable.
  27. Click outside of the 'Problems List' dialog.
  28. Validate the dialog is fixed and centered in the screen.
  29. Enter "Anxiety" in the 'Problem' field.
  30. Enter any value in the 'Status' field.
  31. Click [Save].
  32. Click [Alerts - Add].
  33. Validate only one dialog is displayed and it is not resizable.
  34. Click outside of the 'Alerts' dialog.
  35. Validate the dialog is fixed and centered in the screen.
  36. Select "Warning (Custom)" in the 'Type of Alert' field.
  37. Select "All Episodes" in the 'Episode(s)' field.
  38. Enter any value with a special character in the 'Custom Message' field.
  39. Validate an error message and click [OK].
  40. Enter any value in the 'Custom Message' field.
  41. Select "No" in the 'Disabled' field.
  42. Select "Active for Date Range" in the 'Active or Active for Date Range' field.
  43. Validate the 'Start Date' and 'End Date' field populate with the current date.
  44. Click [End Date Y].
  45. Validate an 'Error' dialog stating: "Please choose an end date on or after the start date." and click [OK].
  46. Validate the 'End Date' field contains the current date.
  47. Enter any future value in the 'End Date' field.
  48. Select any form in the 'Applicable Forms' field (Form A).
  49. Validate the 'Applicable Forms' are listed alphabetically.
  50. Click [Save].
  51. Close the 'Client Dashboard'.
  52. Access 'Form A'.
  53. Validate the 'Client Alert' message is displayed and contains the message entered in the previous steps.
  54. Click [OK].
  55. Close the form.
Scenario 3: '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. Validate the 'Known Food Allergies' field exists.
  5. Enter and select the desired medication in the 'Allergen/Reactant' field.
  6. Enter the desired date in the 'Date Recognized' field.
  7. Select "Confirmed" in the 'Status' field.
  8. Select "Yes" in the 'Known Medication Allergies' field.
  9. Select "No" in the 'Known Food Allergies' field.
  10. Click [Save].
  11. Validate the 'Allergies / Hypersensitivities' quick action displays the current date and time.
  12. Click [Allergies / Hypersensitivities - Add].
  13. Validate the 'Known Medication Allergies' field is disabled and "Yes" is selected.
  14. Validate the 'Known Food Allergies' field is enabled and "No" is selected.
  15. Enter and select the desired value in the 'Allergen/Reactant' field.
  16. Enter the desired date in the 'Date Recognized' field.
  17. Select "Confirmed" in the 'Status' field.
  18. Click [Save].
  19. Validate the 'Allergies / Hypersensitivities' quick action displays the current date and time.
  20. Close the Client Dashboard.
  21. Access the 'Allergies and Hypersensitivities' form.
  22. Click [Update].
  23. Validate the allergies entered in the previous steps display.
  24. Click [Close/Cancel].
  25. Validate the 'Known Medication Allergies' field is disabled and "Yes" is selected.
  26. Validate the 'Known Food Allergies' field is enabled and "No" is selected.
  27. Click [Submit].
Scenario 4: Validate various vital Quick Actions from the 'Client Dashboard'
Specific Setup:
  • A client must be enrolled in an existing episode. (Client A)
  • 'Pain Scale', 'HT/WT/BMI', 'Blood Pressure', 'Heart Rate', 'Respiratory Rate', 'Temperature', 'and 'Blood Glucose' Quick Actions must be assigned to the user's Client Dashboard in the 'NX View Definition' form.
  • The 'Utilize Local Workstation Time Zone' registry setting must be set to "Y".
Steps
  1. Select "Client A" and launch the 'Client Dashboard'.
  2. Navigate to the 'Quick Actions' widget.
  3. Click [Blood Pressure - Add].
  4. Enter the desired value in the 'Systolic' field.
  5. Enter the desired value in the 'Diastolic' field.
  6. Select any value in the 'Position' field.
  7. Validate the 'Save' button is enabled.
  8. Click [Save].
  9. Click [Heart Rate - Add].
  10. Enter the desired value in the 'Heart Rate' field.
  11. Validate the 'Save' button is enabled.
  12. Click [Save].
  13. Click [Respiratory Rate- Add].
  14. Enter the desired value in the 'Respiratory Rate' field.
  15. Validate the 'Save' button is enabled.
  16. Click [Save].
  17. Click [Temperature - Add].
  18. Enter the desired value in the 'Temperature (F)' field and press the 'Tab' key.
  19. Validate the appropriate value is displayed in the 'Temperature (C)' field.
  20. Validate the 'Save' button is enabled.
  21. Click [Save].
  22. Click [Blood Glucose - Add].
  23. Enter the desired value in the 'Blood Glucose' field.
  24. Validate the 'Save' button is enabled.
  25. Click [Save].
  26. Click [HT/WT/BMI - Add].
  27. Enter the desired value in the 'Height (in)' field and press the 'Tab' key.
  28. Validate the appropriate value is displayed in the 'Height (cm)' field.
  29. Enter the desired value in the 'Weight (lbs)' field and press the 'Tab' key.
  30. Validate the appropriate value is displayed in the 'Weight (kgs)' field.
  31. Validate the appropriate value is displayed in the 'BMI' field.
  32. Validate the 'Save' button is enabled.
  33. Click [Save].
  34. Click [Pain Scale - Add].
  35. Select the desired value in the 'Pain Scale' field.
  36. Click [Save].
Scenario 5: 'Allergies and Hypersensitivities' quick action - File a Food 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. Validate the 'Known Food Allergies' field exists.
  5. Enter and select the desired food in the 'Allergen/Reactant' field.
  6. Enter the desired date in the 'Date Recognized' field.
  7. Select "Confirmed" in the 'Status' field.
  8. Select "Yes" in the 'Known Food Allergies' field.
  9. Select "No" in the "Known Medication Allergies' field.
  10. Click [Save].
  11. Validate the 'Allergies / Hypersensitivities' quick action displays the current date and time.
  12. Click [Allergies / Hypersensitivities - Add].
  13. Validate the 'Known Food Allergies' field is disabled and "Yes" is selected.
  14. Validate the 'Known Medication Allergies' field is enabled and "No" is selected.
  15. Enter and select the desired value in the 'Allergen/Reactant' field.
  16. Enter the desired date in the 'Date Recognized' field.
  17. Select "Confirmed" in the 'Status' field.
  18. Click [Save].
  19. Validate the 'Allergies / Hypersensitivities' quick action displays the current date and time.
  20. Close the Client Dashboard.
  21. Access the 'Allergies and Hypersensitivities' form.
  22. Click [Update].
  23. Validate the allergies entered in the previous steps display.
  24. Click [Close/Cancel].
  25. Validate the 'Known Food Allergies' field is disabled and "Yes" is selected.
  26. Validate the 'Known Medication Allergies' field is enabled and "No" is selected.
  27. Click [Submit].
Scenario 6: Validate accessing various 'Quick Actions' from the 'Client Dashboard'
Specific Setup:
  • A client must be admitted to an active episode (Client A).
  • "Client A" must not have a diagnosis on file.
  • '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
• NX • Quick Actions • Allergies and Hypersensitivities
Update 92 Summary | Details
Avatar CWS - Allergen/Reactant Code Setup - Treat as Allergy Type
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Allergen/Reactant Code Setup
Scenario 1: Allergies and Hypersensitivities - Client Header
Specific Setup:
  • The 'Set 'Allergies/Hypersensitivities Reviewed' If Allergies Are Updated' 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 Med 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 Med or Food Allergies
Scenario 2: Allergen/ Reactant Code Setup - Treat As Allergy Type
Specific Setup:
  • Avatar OE 2022 Update 74 and Avatar CWS 2022 Update 92 must be installed in order to utilize full functionality.
  • The 'Set 'Allergies/Hypersensitivities Reviewed' If Allergies Are Updated' 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.
  • In the 'Allergen/Reactant Code Setup' form you must select the "Search for new Allergen Code" and search for and select "PORK (MDX-263) in the 'Search/Edit Allergen Code' field.
  • A client must be admitted into an active episode who does not have any information filed in the 'Allergies and Hypersensitivities' form. (Client A)
Steps
  1. Access the 'Allergen/Reactant Code Setup' form.
  2. Search for and select "PORK (MDX-263)".
  3. Validate that "Class" is displayed in the 'Allergy Type' field and that it is disabled.
  4. Select "Food" from the 'Treat as Allergy Type' field.
  5. Click [Submit].
  6. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  7. Validate the 'Client Header' displays "Allergies (0)".
  8. Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field.
  9. Click [Update] and [New Row].
  10. Create an allergy for "PORK (MDX-263)" and click [Save].
  11. Validate the 'Known Food Allergies' field is disabled and set to "Yes".
  12. Select "No" in the 'Known Medication Allergies' field.
  13. Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field.
  14. Select 'Yes' in the 'Allergies/Hypersensitivities Reviewed' field and click [Submit].
  15. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  16. Validate the 'Client Header' displays:
  17. Allergies (1) with a red icon
  18. 1) PORK - Confirmed
  19. Allergies Reviewed=Yes (current date)
  20. No Known Med Allergies
Avatar CWS - Allergies and Hypersensitivities - Client Banner
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Allergen/Reactant Code Setup
Scenario 1: Allergies and Hypersensitivities - Client Header
Specific Setup:
  • The 'Set 'Allergies/Hypersensitivities Reviewed' If Allergies Are Updated' 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 Med 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 Med or Food Allergies
Scenario 2: Allergen/ Reactant Code Setup - Treat As Allergy Type
Specific Setup:
  • Avatar OE 2022 Update 74 and Avatar CWS 2022 Update 92 must be installed in order to utilize full functionality.
  • The 'Set 'Allergies/Hypersensitivities Reviewed' If Allergies Are Updated' 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.
  • In the 'Allergen/Reactant Code Setup' form you must select the "Search for new Allergen Code" and search for and select "PORK (MDX-263) in the 'Search/Edit Allergen Code' field.
  • A client must be admitted into an active episode who does not have any information filed in the 'Allergies and Hypersensitivities' form. (Client A)
Steps
  1. Access the 'Allergen/Reactant Code Setup' form.
  2. Search for and select "PORK (MDX-263)".
  3. Validate that "Class" is displayed in the 'Allergy Type' field and that it is disabled.
  4. Select "Food" from the 'Treat as Allergy Type' field.
  5. Click [Submit].
  6. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  7. Validate the 'Client Header' displays "Allergies (0)".
  8. Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field.
  9. Click [Update] and [New Row].
  10. Create an allergy for "PORK (MDX-263)" and click [Save].
  11. Validate the 'Known Food Allergies' field is disabled and set to "Yes".
  12. Select "No" in the 'Known Medication Allergies' field.
  13. Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field.
  14. Select 'Yes' in the 'Allergies/Hypersensitivities Reviewed' field and click [Submit].
  15. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  16. Validate the 'Client Header' displays:
  17. Allergies (1) with a red icon
  18. 1) PORK - Confirmed
  19. Allergies Reviewed=Yes (current date)
  20. No Known Med Allergies
Topics
• Allergies and Hypersensitivities • myAvatar/myAvatar NX • NX
Update 99 Summary | Details
Client Health Maintenance/Health Maintenance Guideline Definition - Facility - Dynamic Search
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Health Maintenance Guideline Definition - Facility
  • Client Health Maintenance
Scenario 1: Validate Health Maintenance Guideline Definition - Facility
Steps
  1. Open the 'Health Maintenance Guideline Definition - Facility' form.
  2. Click the "Immunizations" button.
  3. Click "New Row".
  4. Set the 'Vaccine' field to any valid vaccine.
  5. Set the 'Dose' field to "1".
  6. Set the 'Age Fr' field to "16".
  7. Set the 'Age To' field to "70".
  8. Set "Yr/Mo" to "1"
  9. Set the 'Interval' to "1".
  10. Set "Interval Unit" to "3".
  11. Set "Interval Since" to "13".
  12. Set "Recurring" to "Yes".
  13. Click the "Save" button.
  14. Click the "Wellness" button.
  15. Click [New Row].
  16. Set "Wellness Item" to "C".
  17. Select a wellness item from the dropdown.
  18. Set "Gender" to "Both".
  19. Set "Age From" to "21".
  20. Set "Age To" to "70".
  21. Set "Yr/Mo" to "Years".
  22. Set "Interval" to "1".
  23. Set "Interval Unit" to "Years".
  24. Set Recurring to "Yes".
  25. Click "Save" button.
  26. Click "Submit" button.
  27. Open the 'Health Maintenance Guideline Definition - Facility' form.
  28. Click "Yes" in the "Screen for Immunization/Allergy Interactions" radio button.
  29. Click the "List Facility Guidelines" button.
  30. Run the "Immunizations" report.
  31. Validate the immunizations listed are the ones that were data entered.
  32. Click "Close Report" button.
  33. Click the "List Facility Guidelines" button.
  34. Run the "Wellness Management" report.
  35. Validate the wellness items listed are the ones that were data entered.
  36. Click "Close Report".
  37. Click the "List Facility Guidelines" button.
  38. Run All reports.
  39. Validate the immunizations listed are the ones that were data entered.
  40. Validate the wellness items listed are the ones that were data entered.
  41. Click "Close Report".
  42. Click "Discard".
Scenario 2: Validation of Client Health Maintenance - Wellness Items Grid
Specific Setup:
  • Two clients are enrolled in an existing episode (Client A and Client B).
Steps
  1. Access the 'Client Health Maintenance' form.
  2. Select "Client A" in the 'Client ID' field.
  3. Click [Wellness - Update].
  4. Click [New Row].
  5. Select any value in the 'Wellness Item' field.
  6. Select any value in the 'Provided By' field.
  7. Enter the desired date in the 'Date' field.
  8. Select any value in the 'Administered By' field.
  9. Click [Save].
  10. Select "Client B" in the 'Client ID' field.
  11. Click [Wellness - Update].
  12. Validate the wellness item added for "Client A" is not displayed.
  13. Click [New Row].
  14. Select any value in the 'Wellness Item' field.
  15. Select any value in the 'Provided By' field.
  16. Enter the desired date in the 'Date' field.
  17. Select any value in the 'Administered By' field.
  18. Click [Save] and [Submit].
  19. Access the 'Client Health Maintenance' form.
  20. Select "Client B" in the 'Client ID' field.
  21. Click [Wellness - Update].
  22. Validate the 'Wellness' table contains the wellness item filed in the previous steps.
  23. Close the form.
  24. Open the "Client Health Maintenance" form.
  25. Select a client.
  26. Click "List Wellness".
  27. Validate the wellness item(s) listed are the ones previously entered.
Scenario 3: Validation of Client Health Maintenance - Immunization Items Grid
Specific Setup:
  • Two clients are enrolled in an existing episode (Client A and Client B).
Steps
  1. Access the 'Client Health Maintenance' form.
  2. Select "Client A" in the 'Client ID' field.
  3. Click [Immunizations - Update].
  4. Click [New Row].
  5. Select "Yes" in the 'Refused' field.
  6. Validate the 'Reason' field is required.
  7. Select "No" in the 'Refused' field.
  8. Validate the 'Reason' field is not required.
  9. Select any value in the 'Vaccine' field.
  10. Select any value in the 'Dose' field.
  11. Select any value in the 'Provided By' field.
  12. Enter the desired date in the 'Date' field.
  13. Enter "1" in the 'Amount' field.
  14. Validate the 'Error' dialog contains "Must be a number with decimal places".
  15. Click [OK].
  16. Enter ".50" in the 'Amount' field.
  17. Click [Save].
  18. Select "Client B" in the 'Client ID' field.
  19. Click [Immunization - Update].
  20. Validate the immunization added for "Client A" is not displayed.
  21. Click [New Row].
  22. Select any value in the 'Vaccine' field.
  23. Select any value in the 'Dose' field.
  24. Select any value in the 'Provided By' field.
  25. Enter the desired date in the 'Date' field.
  26. Enter ".50" in the 'Amount' field.
  27. Select "Historical Information - From Parent's Recall (04)" in the 'Source of Immunization' field.
  28. Click [Save] and [Submit].
  29. Access the 'Client Health Maintenance' form.
  30. Select "Client B" in the 'Client ID' field.
  31. Click [Immunizations - Update].
  32. Validate the 'Immunization' table contains the immunization filed in the previous steps.
  33. Close the form.
  34. Open the "Client Health Maintenance" form.
  35. Click "List Immunizations" button.
  36. Validate the report reflects the Immunizations entered for the client.
  37. Close the form.
  38. Open the "Client Health Maintenance" form.
  39. Click "List Wellness" button.
  40. Validate the report reflects the wellness items entered for the client.
  41. Close the form.
Topics
• Client Health Maintenance • Health Maintenance Guideline Definition • NX
Update 102 Summary | Details
Clinical Status and Verification Status dictionary codes
Scenario 1: Dictionary Update (CWS) - Enhanced extended dictionaries
Steps
  1. Open "Dictionary Update" in CWS.
  2. Click [Print Dictionary]
  3. Select "CWS" from the "File" drop down list.
  4. Select "Individual Data Element" in the "Individual or All Data Elements" field.
  5. Select "Data Element Number" under "Data Element"
  6. Enter code "16254" in the "Data Element" input field.
  7. Select "(16254) ONC Clinical Status" from the drop down list.
  8. Click [Print Dictionary].
  9. Verify the list contains the following:
  10. 16254: ONC Clinical Status

active = Active

inactive = Inactive

recurrence = Recurrence

relapse = Relapse

remission = Remission

resolved = Resolved

  1. Enter code "16255" in the "Data Element" input field.
  2. Select "(16255) ONC Verified Status" from the drop down list.
  3. Click [Print Dictionary].
  4. Verify the list contains the following:
  5. 16255: ONC Verified Status
  6. confirmed = Confirmed
  7. differential = Differential
  8. entered-in-error = Entered-in-error
  9. provisional = Provisional
  10. refuted = Refuted
  11. unconfirmed = Unconfirmed
  12. Close the form.
Topics
• Dictionary • NX
Update 105 Summary | Details
Launching Flowsheet From Task List
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Task Definitions
  • Task Associations
Scenario 1: Task List - Task Definition that launches Flowsheet
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • Flowsheet must have a "Vital Signs" assessment configured with the tag: "PulseOx".
  • An order code must exist for "Pulse Oximetry".
Steps
  1. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "PulseOx" and press [Tab].
  4. Set the 'Task Title' field to "Pulse Ox".
  5. Select "Flowsheet" from the 'Task Action Type' field and click [Submit].
  6. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No].
  7. Access the 'Task Associations' form.
  8. Select "Task Definition" from the 'Task Type' field.
  9. Set the 'Task Group/Definition' field to "Pulse Ox".
  10. Select "Pulse Ox (PulseOx)" from the 'Task Group/Definition' field.
  11. Select "Add" from the 'Add/Edit/Delete Association' field.
  12. Select "Order Entry" from the 'Order Event' field.
  13. Set the 'Order Code' field to "Pulse Oximetry".
  14. Select "Pulse Oximetry" from the 'Order Code' field.
  15. Click [Update Associations] and [Submit].
  16. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
  17. Select "Client A" and access the Order Entry Console.
  18. Search for and select "Pulse Oximetry" from the 'New Order' field.
  19. Select "Every Hour" from the 'Frequency' field.
  20. Set the 'Duration' field to "6" and click [Hours].
  21. Click [Add to Scratchpad] and [Sign].
  22. Access the 'Task List' widget.
  23. Search for and select "Client A" from the 'Search Patients' field.
  24. Select the first task labeled: 'Pulse Ox' and click [Complete].
  25. Validate that a 'Flowsheet Assessment' is launched in full screen.
  26. Complete all fields for the displayed assessment and click [Sign].
  27. Validate the previously selected task labeled: 'Pulse Ox' has been removed.
Topics
• myAvatar/myAvatar NX
Update 106 Summary | Details
Progress Notes modified to add additional 'Product Custom Logic' fields for use in calculating duration.
Scenario 1: Progress Notes - Additional PCL fields for calculating Duration for a total of 32 fields.
Specific Setup:
  • Using 'Site Specific Section Modeling', select any 'Progress Notes' form to be modified with additional Integer fields.
  • Add up to 32 'SS Note Integer' fields.
  • For each Integer field being added, click on the 'Product Custom Logic' tab and select a 'Product Custom Logic Definition' from the list to use the selected 'Note Integer' field in the duration calculation. Example: For 'SS Note Integer 32', select 'Use as Thirty Second Field To Calculate Duration'.
  • Note: When using the 'Site Specific Section Modeling' Integer fields to calculate the Service Duration, the 'Session Start Time' and 'Session End Time' fields will be ignored for the Service Duration calculation.
Steps
  1. Open the 'Progress Note' form that was modified in the 'Setup'.
  2. Complete all required fields.
  3. Note that the 'Duration' field will be disabled. The 'Duration' will be calculated based on the values entered in the 'SS Note Integer' field(s). Manual entry into the 'Duration' field is not allowed.
  4. Navigate to the 'SS Note Integer' fields.
  5. Set the value of each 'SS Note Integer' field to a numeric value, up to 8 digits. Note that negative values are not allowed.
  6. Verify the 'Duration' field contains the sum total value as entered in the 'SS Note Integer' fields.
  7. File the note.
  8. For 'Progress Notes' which are Document Routing enabled:
  9. Set 'Draft/Final' to 'Final'.
  10. Click [File Note].
  11. Complete the required fields.
  12. When the note is displayed, verify the 'Service Duration' contains the sum total value as entered in the 'SS Note Integer' fields.
  13. Verify that each 'SS Note Integer' field is displayed in the note.
  14. Accept and finalize the document.
Topics
• NX • Progress Notes • Site Specific Section Modeling
Update 108 Summary | Details
CareConnect Inbox - Client Attachments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
  • Ambulatory Progress Notes
  • Patient Health Questionnaire-9
  • CareConnect Inbox
Scenario 1: Treatment Plan - File a Treatment Plan with Document Routing
Specific Setup:
  • Client is enrolled in an existing episode (Client A)
  • 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 - Plan Participants].
  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. Validate the 'Tree View' displays the new entry.
  25. Enter multiple lines of text in the 'Goal' field.
  26. Select any value from the 'Status' field.
  27. Click [Add New Objective].
  28. Validate the 'Tree View' displays the new entry.
  29. Enter multiple lines of text in the 'Objective' field.
  30. Select any value from the 'Status' field.
  31. Click [Add New Intervention].
  32. Validate the 'Tree View' displays the new entry.
  33. Select any value in the 'Status' field.
  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 click [Verify].
  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 2: 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 3: 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 4: 'CareConnect Inbox' POV - Send a referral with client attachments
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • "Client A" has the records on file for the following: 'Ambulatory Progress Notes', 'Progress Notes (Group and Individual)', 'Treatment Plan', and 'Patient Health Questionnaire-9'.
  • Must have access to the 'CareConnect Inbox' POV.
Steps
  1. Access the 'CareConnect Inbox' POV.
  2. Start a new referral.
  3. Select the desired contact in the 'Add Contact' field.
  4. Enter the desired value in the 'Subject' field.
  5. Search for and select the desired provider in the 'Provider Search' field.
  6. Search for and select "Client A" in the 'Client Search' field.
  7. Click [Attach CCD].
  8. Validate the generated CCD is displayed and click [Attach CCD].
  9. Click [Client Attachments].
  10. Select "Client A's" existing episode in the 'Episode' field.
  11. Select "Admission", "Ambulatory Progress Notes", "Progress Notes (Group and Individual)", "Treatment Plan", "Patient Health Questionnaire-9", and "Update Client Data" in the 'Forms to Attach' field.
  12. Click [Generate PDF].
  13. Validate all of the client attachment PDF's are displayed.
  14. Select the 'Admission' PDF.
  15. Validate the admission data is displayed and there is no signature at the end of the document.
  16. Select the 'Ambulatory Progress Notes' PDF.
  17. Validate the progress note data is displayed and there is no signature at the end of the document.
  18. Select the 'Progress Notes (Group and Individual)' PDF.
  19. Validate the progress note data is displayed and there is no signature at the end of the document.
  20. Select the 'Patient Health Questionnaire-9' PDF.
  21. Validate the assessment data is displayed and there is no signature at the end of the document.
  22. Select the 'Treatment Plan' PDF.
  23. Validate the treatment plan data is displayed and there is no signature at the end of the document.
  24. Select the 'Update Client Data' PDF.
  25. Validate the client data is displayed and there is no signature at the end of the document.
  26. Send the referral.
Scenario 5: Treatment Plan - File a Treatment Plan with Document Routing
Specific Setup:
  • Client is enrolled in an existing episode (Client A)
  • 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 - Plan Participants].
  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. Validate the 'Tree View' displays the new entry.
  25. Enter multiple lines of text in the 'Goal' field.
  26. Select any value from the 'Status' field.
  27. Click [Add New Objective].
  28. Validate the 'Tree View' displays the new entry.
  29. Enter multiple lines of text in the 'Objective' field.
  30. Select any value from the 'Status' field.
  31. Click [Add New Intervention].
  32. Validate the 'Tree View' displays the new entry.
  33. Select any value in the 'Status' field.
  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 click [Verify].
  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'.
Topics
• Progress Notes • Referral • Treatment Plan
Update 109 Summary | Details
Support is added for other products and modules
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Implantable Device List
  • CareFabric Monitor
Scenario 1: Implantable Device List - Validate the 'ClientMedicalDeviceCreated' SDK event
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Avatar CWS 2022 Update 109 is required for full functionality.
Steps
  1. Access the 'Implantable Device List' form.
  2. Select "Client A" in the 'Client Search' field.
  3. Select the desired device in the 'Unique Device Identifier Search' field.
  4. Click [File Implantable Device To Client].
  5. Validate a message is displayed stating: Filed Successfully.
  6. Click [OK] and [Submit].
  7. Access the 'CareFabric Monitor' form.
  8. Enter the current date in the 'From Date' and 'Through Date' fields.
  9. Click [View Activity Log].
  10. Validate the 'CareFabric Monitor Report' contains a "ClientMedicalDeviceCreated" record.
  11. Click [Click To View Record].
  12. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member.
  13. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time.
  14. Validate the device data is displayed.
  15. Close the report and the form.
Scenario 2: Implantable Device List - Form Validation
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Implantable Device List' form.
  2. Select "Client A" in the 'Client Search' field.
  3. Select a device in 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. Access the 'Implantable Device List' form.
  22. Select "Client A" in the 'Client Search' field.
  23. Validate all fields display the data as filed previously.
  24. Click [Submit].
Scenario 3: 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
• CareFabric Monitor • Implantable Device List • Query/Reporting