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Avatar CWS 2022 Monthly Release 2022.03.01 Acceptance Tests

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Update 27 Summary | Details
Client Observation - 'cw_observations_detail_archive' SQL table
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Change MR#
Scenario 1: Client Merge - Validate the 'cw_observations_detail_archive' SQL table
Specific Setup:
  • A client must be enrolled in an existing episode and have 'Client Observation' records on file from 30+ days ago that display in the 'cw_observations_detail_archive' table (Client A).
  • A second client must be enrolled in an existing episode (Client B).
Steps
  1. Access Crystal Reports or other SQL Reporting tools.
  2. Select the CWS namespace.
  3. Create a report using the 'cw_observations_details_archive' SQL table.
  4. Navigate to the existing row for the record for "Client A".
  5. Validate the 'PATID' field contains the ID for "Client A"
  6. Access the 'Client Merge' form.
  7. Select "Client A" in the 'Source Client' field.
  8. Select "Episode 1" in the 'Source Client Episode' field.
  9. Select "Client B" in the 'Target Client' field.
  10. Click [File].
  11. Validate a confirmation message is displayed stating: "Do you wish to continue with the indicated action?".
  12. Click [Yes].
  13. Validate a confirmation message is displayed stating: "The following new episode has been created for the target client indicated. Episode 2"
  14. Click [OK] and close the form.
  15. Access Crystal Reports or other SQL Reporting tools.
  16. Refresh the report using the 'cw_observations_details_archive' SQL table.
  17. Navigate to the existing row for the record for "Client A".
  18. Validate the 'PATID' field now contains the ID for "Client B".
  19. Validate the 'EPISODE_NUMBER' field contains "2".
  20. Validate the 'from_merge' field contains "1".
  21. Validate the 'merge_date' and 'merge_time' fields contain the date/time of the 'Client Merge'.
  22. Close the report.
Scenario 2: Change MR# - Validate the 'cw_observations_detail_archive' SQL table
Specific Setup:
  • A client must be enrolled in an existing episode and have 'Client Observation' records on file from 30+ days ago that display in the 'cw_observations_detail_archive' table (Client A).
Steps
  1. Access Crystal Reports or other SQL Reporting tools.
  2. Select the CWS namespace.
  3. Create a report using the 'cw_observations_details_archive' SQL table.
  4. Navigate to the existing row for the record for "Client A".
  5. Validate the 'PATID' field contains the ID for "Client A"
  6. Access the 'Change MR# ' form.
  7. Enter the client in the field of 'Client ID'.
  8. Click [Assign MR#].
  9. Validate a confirmation message is displayed stating: "Auto Assign Next ID Number?".
  10. Click [Yes].
  11. Validate the 'New Client ID#' contains the new MR# that will be assigned to "Client A".
  12. Click [Submit].
  13. Access Crystal Reports or other SQL Reporting tools.
  14. Refresh the report using the 'cw_observations_details_archive' SQL table.
  15. Navigate to the existing row for the record for "Client A".
  16. Validate the 'PATID' field contains the updated MR# for "Client A".
  17. Close the report.
Topics
• Change MR# • Client Merge • Client Observation • Query/Reporting
Update 62 Summary | Details
Form and Table Documentation - 'Progress Notes (Group and Individual)' forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
Scenario 1: Progress Notes (Group and Individual) - Validate Site Specific Fields
Specific Setup:
  • Must have the 'SS Note Scrolling Free Text 111' and 'SS Note Scrolling Free Text 136' fields added to the 'Progress Notes (Group and Individual)' form. This can be done in 'Site Specific Section Modeling'.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Form and Table Documentation' form.
  2. Select "Form" in the 'Type of Documentation' field.
  3. Select "Individual Form" in the 'Individual or All Forms' field.
  4. Select "Progress Notes->Progress Notes (Group and Individual)' in the 'Form to Be Documented' field.
  5. Click [Process].
  6. Validate the 'Form and Table Documentation' report is displayed for the 'Progress Notes (Group and Individual)' form.
  7. Click [Next Page] until you get to the documentation for the 'SS Note Scrolling Free Text 111' and 'SS Note Scrolling Free Text 136' fields.
  8. Validate the 'SS Note Scrolling Free Text 111' field contains the following:
  9. Table Name: SYSTEM.cw_patient_notes_supp_6
  10. Column Name: ss_note_scroll_text_111
  11. Validate the 'SS Note Scrolling Free Text 136' field contains the following:
  12. Table Name: SYSTEM.cw_patient_notes_supp_6
  13. Column Name: ss_note_scroll_text_136
  14. Click [Dismiss] and close the form.
  15. Access the 'Progress Notes (Group and Individual)' form.
  16. Select "Client A" in the 'Select Client' field.
  17. Select "Independent Note" in the 'Progress Note For' field.
  18. Select the desired value in the 'Note Type' field.
  19. Enter the desired value in the 'Notes Field' field.
  20. Select "Draft" in 'Draft/Final' field.
  21. Enter the desired value in the 'SS Note Scrolling Free Text 111' field.
  22. Enter the desired value in the 'SS Note Scrolling Free Text 136' field.
  23. Click [File Note].
  24. Validate a message is displayed stating: Note Filed.
  25. Click [OK] and return to the form.
  26. Select the draft note in the 'Select Draft Note To Edit' field.
  27. Validate all previously filed data is displayed.
  28. Select "Final" in the 'Draft/Final' field.
  29. Click [File Note].
  30. Validate a message is displayed stating: Note Filed.
  31. Click [OK] and close the form.
  32. Access Crystal Reports or other SQL Reporting Tool.
  33. Select the CWS namespace.
  34. Create a report using the 'SYSTEM.cw_patient_notes_supp_6' SQL table.
  35. Validate there is a row for the note filed for "Client A".
  36. Validate the 'ss_note_scroll_text_111' field contains the value filed in the previous steps.
  37. Validate the 'ss_note_scroll_text_136' field contains the value filed in the previous steps.
  38. Close the report.
Scenario 2: Progress Notes (Group and Individual) Copy - Validate Site Specific Fields
Specific Setup:
  • Must have the 'SS Note Scrolling Free Text 111' and 'SS Note Scrolling Free Text 136' fields added to the 'Progress Notes (Group and Individual) Copy' form. This can be done in 'Site Specific Section Modeling'.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Form and Table Documentation' form.
  2. Select "Form" in the 'Type of Documentation' field.
  3. Select "Individual Form" in the 'Individual or All Forms' field.
  4. Select "Progress Notes->Progress Notes (Group and Individual) Copy' in the 'Form to Be Documented' field.
  5. Click [Process].
  6. Validate the 'Form and Table Documentation' report is displayed for the 'Progress Notes (Group and Individual) Copy' form.
  7. Click [Next Page] until you get to the documentation for the 'SS Note Scrolling Free Text 111' and 'SS Note Scrolling Free Text 136' fields.
  8. Validate the 'SS Note Scrolling Free Text 111' field contains the following:
  9. Table Name: SYSTEM.cw_patient_notes_supp_6
  10. Column Name: ss_note_scroll_text_111
  11. Validate the 'SS Note Scrolling Free Text 136' field contains the following:
  12. Table Name: SYSTEM.cw_patient_notes_supp_6
  13. Column Name: ss_note_scroll_text_136
  14. Click [Dismiss] and close the form.
  15. Access the 'Progress Notes (Group and Individual) Copy' form.
  16. Select "Client A" in the 'Select Client' field.
  17. Select "Independent Note" in the 'Progress Note For' field.
  18. Select the desired value in the 'Note Type' field.
  19. Enter the desired value in the 'Notes Field' field.
  20. Select "Draft" in 'Draft/Final' field.
  21. Enter the desired value in the 'SS Note Scrolling Free Text 111' field.
  22. Enter the desired value in the 'SS Note Scrolling Free Text 136' field.
  23. Click [File Note].
  24. Validate a message is displayed stating: Note Filed.
  25. Click [OK] and return to the form.
  26. Select the draft note in the 'Select Draft Note To Edit' field.
  27. Validate all previously filed data is displayed.
  28. Select "Final" in the 'Draft/Final' field.
  29. Click [File Note].
  30. Validate a message is displayed stating: Note Filed.
  31. Click [OK] and close the form.
  32. Access Crystal Reports or other SQL Reporting Tool.
  33. Select the CWS namespace.
  34. Create a report using the 'SYSTEM.cw_patient_notes_supp_6' SQL table.
  35. Validate there is a row for the note filed for "Client A".
  36. Validate the 'ss_note_scroll_text_111' field contains the value filed in the previous steps.
  37. Validate the 'ss_note_scroll_text_136' field contains the value filed in the previous steps.
  38. Close the report.
Chart View - 'Vitals Entry'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Vitals Entry
  • Recent Vitals Widget
Scenario 1: Vitals Entry - Validate the 'Chart View'
Specific Setup:
  • The 'Vitals Entry' form must be added to the Chart View.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Double click on "Client A" in the 'My Clients' widget.
  2. Validate the 'Chart View' is displayed.
  3. Select "Vitals Entry" from the left-hand side.
  4. Click [Add].
  5. Validate the 'Vitals Entry' form opens.
  6. Select "Add" in the 'Update Vital Sign' field.
  7. Enter the desired date in the 'Date' field.
  8. Enter the desired time in the 'Time' field.
  9. Select "No" in the 'Refused Vitals' field.
  10. Populate all remaining vital sign fields.
  11. Click [Submit] and remain in the form.
  12. Navigate to the 'Chart View'.
  13. Click [Refresh].
  14. Validate the vitals added for "Client A" are displayed.
  15. Click [Edit].
  16. Validate the 'Vitals Entry' form opens.
  17. Click [Delete] in the 'Update Vital Sign' field.
  18. Select the vitals record created in the previous steps.
  19. Click [Ok].
  20. Click [Submit] and remain in the form.
  21. Navigate to the 'Chart View'.
  22. Click [Refresh].
  23. Validate the vitals deleted for "Client A" are no longer displayed.
  24. Close the Chart.
Ambulatory and Inpatient Progress Notes - Site Specific Fields
Scenario 1: Ambulatory Progress Notes - Validate Site Specific fields
Specific Setup:
  • Must have a copy of the 'Ambulatory Progress Notes' form (Ambulatory Progress Notes Copy).
  • Must have the 'SS Note Scrolling Free Text 111' and 'SS Note Scrolling Free Text 136' fields added to the 'Ambulatory Progress Notes Copy' form. This can be done in 'Site Specific Section Modeling'.
  • A client is enrolled in an existing outpatient episode (Client A).
  • The 'Progress Notes' widget is accessible from the HomeView.
Steps
  1. Select "Client A" and access the 'Ambulatory Progress Notes Copy' form.
  2. Select "Independent Note" in the 'Note Type' field.
  3. Select the desired value in the 'Note Type' field.
  4. Enter the desired value in the 'Notes Field' field.
  5. Select "Draft" in 'Draft/Final' field.
  6. Enter the desired value in the 'SS Note Scrolling Free Text 111' field.
  7. Enter the desired value in the 'SS Note Scrolling Free Text 136' field.
  8. Click [Submit].
  9. Select "Client A" and access the 'Ambulatory Progress Notes Copy' form.
  10. Select the draft note filed in the previous steps and click [Edit].
  11. Validate all previously filed data is displayed.
  12. Select "Final" in the 'Draft/Final' field.
  13. Click [Submit].
  14. Select "Client A" and access the 'Progress Notes' widget.
  15. Validate the progress note filed in the previous steps is displayed.
Scenario 2: Inpatient Progress Notes - Validate Site Specific fields
Specific Setup:
  • Must have a copy of the 'Inpatient Progress Notes' form (Inpatient Progress Notes Copy).
  • Must have the 'SS Note Scrolling Free Text 111' and 'SS Note Scrolling Free Text 136' fields added to the 'Inpatient Progress Notes Copy' form. This can be done in 'Site Specific Section Modeling'.
  • A client is enrolled in an existing inpatient episode (Client A).
  • The 'Progress Notes' widget is accessible from the HomeView.
Steps
  1. Select "Client A" and access the 'Inpatient Progress Notes Copy' form.
  2. Select "Independent Note" in the 'Progress Note For' field.
  3. Select the desired value in the 'Note Type' field.
  4. Enter the desired value in the 'Notes Field' field.
  5. Select "Draft" in 'Draft/Final' field.
  6. Enter the desired value in the 'SS Note Scrolling Free Text 111' field.
  7. Enter the desired value in the 'SS Note Scrolling Free Text 136' field.
  8. Click [Submit] and stay on the form.
  9. Select the draft note filed in the previous steps and click [Edit].
  10. Validate all previously filed data is displayed.
  11. Select "Final" in the 'Draft/Final' field.
  12. Click [Submit] and close the form.
  13. Select "Client A" and access the 'Progress Notes' widget.
  14. Validate the progress note filed in the previous steps is displayed.
Topics
• Form and Table Documentation • Progress Notes • Chart View • Vital Signs • Vitals Entry • Widgets • Site Specific Section Modeling
Update 68 Summary | Details
Event logic in 'Progress Notes' and 'Treatment Plan' forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
  • Treatment Plan
  • Treatment Plan Number 1
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) - Validate event logic for signature fields
Specific Setup:
  • The 'Progress Notes (Group and Individual)' form must have the 'SS Signature Pad 1' and 'SS Note Single Response Dictionary 1' fields added via 'Site Specific Section Modeling'.
  • The 'SS Note Single Response Dictionary 1' field must have two dictionary values defined: "Enabled" and "Disabled".
  • The 'SS Note Single Response Dictionary 1' field must have event logic defined with the following:
  • If "Enabled" is selected, it will enable and clear the respective 'SS Signature Pad 1' field.
  • If "Disabled" is selected, it will disable the 'SS Signature Pad 1' field.
  • A client is enrolled in an existing episode (Client A).
  • The 'Progress Notes (Group and Individual)' form is accessible from the Chart View.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select "Independent Note" in the 'Progress Note For' field.
  4. Enter the desired value in the 'Notes Field' field.
  5. Select the desired value in the 'Note Type' field.
  6. Click [Sign] in the 'SS Signature Pad 1' field.
  7. Populate the signature and click [OK].
  8. Select "Draft" in the 'Draft/Final' field.
  9. Click [File Note].
  10. Validate a message is displayed stating "Note Filed".
  11. Click [OK] and leave the form opened.
  12. Double click on "Client A" to access the 'Chart View'.
  13. Select the 'Progress Notes (Group and Individual)' form on the left-hand side.
  14. Validate the draft note filed in the previous steps is displayed.
  15. Validate the signature is displayed.
  16. Close the chart.
  17. Navigate back to the opened 'Progress Notes (Group and Individual)' form.
  18. Select the draft note in the 'Select Draft Note To Edit' field.
  19. Validate all previously populated fields are displayed.
  20. Validate the signature is displayed in the 'SS Signature Pad 1' field.
  21. Select "Enable" in the 'SS Single Response Dictionary 1' field.
  22. Validate the signature is cleared from the 'SS Signature Pad 1' field.
  23. Click [File Note].
  24. Validate a message is displayed stating "Note Filed".
  25. Click [OK].
  26. Select the draft note in the 'Select Draft Note To Edit' field.
  27. Validate the signature is no longer displayed in the 'SS Signature Pad 1' field.
  28. Close the form.
  29. Double click on "Client A" to access the 'Chart View'.
  30. Select the 'Progress Notes (Group and Individual)' form on the left-hand side.
  31. Validate the draft note filed in the previous steps is displayed.
  32. Validate the signature is not displayed.
  33. Close the chart.
Scenario 3: Treatment Plan - Validate event logic for signature fields
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • The 'SS Treatment Plan Client Dictionary 2' field must have two dictionary values defined: "Enabled" and "Disabled".
  • The 'SS Treatment Plan Client Dictionary 2' field must have event logic defined with the following:
  • If "Enabled" is selected, it will enable and clear the respective 'SS Treatment Plan Client Sign 2' field.
  • If "Disabled" is selected, it will disable the 'SS Treatment Plan Client Sign 2' field.
  • The 'Treatment Plan' form is accessible from the Chart View.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the desired date in the 'Plan Date' field.
  3. Enter the desired value in the 'Plan Name' field.
  4. Select the desired value in the 'Plan Type' field.
  5. Click [Sign] in the 'SS Treatment Plan Client Sign 2' field
  6. Populate the signature and click [OK].
  7. Select "Draft" in the 'Treatment Plan Status' field.
  8. Click [Submit].
  9. Double click on "Client A" to access the 'Chart View'.
  10. Select the 'Treatment Plan' form on the left-hand side.
  11. Validate the draft treatment plan filed in the previous steps is displayed.
  12. Validate the signature is displayed.
  13. Close the chart.
  14. Navigate back to the 'Treatment Plan' form.
  15. Select the treatment plan filed in the previous steps and click [Edit].
  16. Validate all previously populated fields are displayed.
  17. Validate the signature is displayed in the 'SS Treatment Plan Client Sign 2' field.
  18. Select "Enable" in the 'SS Treatment Plan Client Dictionary 2' field.
  19. Validate the signature is cleared from the 'SS Treatment Plan Client Sign 2' field.
  20. Click [Submit].
  21. Double click on "Client A" to access the 'Chart View'.
  22. Select the 'Treatment Plan' form on the left-hand side.
  23. Validate the draft note filed in the previous steps is displayed.
  24. Validate the signature is not displayed.
  25. Close the chart.
  26. Navigate back to the 'Treatment Plan' form.
  27. Select the treatment plan filed in the previous steps and click [Edit].
  28. Validate all previously populated fields are displayed.
  29. Validate the signature is no longer displayed in the 'SS Signature Pad 2' field.
  30. Close the form.
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'.
Treatment Plan - 'Enable Automatic Backup'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (CWS)
  • Treatment Plan
  • Treatment Plan Number 1
Scenario 1: Treatment Plan - validate toggling of the 'Enable Automatic Backup' registry setting
Specific Setup:
  • The 'Avatar CWS->Treatment Plan->Enable Automatic Backup' registry setting must be set to "Y".
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the desired date in the 'Plan Date' field.
  3. Enter the desired value in the 'Plan Name' field.
  4. Select the desired value in the 'Plan Type' field.
  5. Select "Draft" in the 'Treatment Plan Status' field.
  6. Click [Launch Plan].
  7. Add a new problem and populate all required and desired fields.
  8. Click [Back To Plan Page] and close the form.
  9. Select “Client A” and access the ‘Treatment Plan’ form.
  10. Validate the ‘Load From Backup’ dialog displays with a message stating: "You have an unsubmitted backup of a plan from [the current date] and [the current time]. Would you like to load it instead of creating a new one?"
  11. Click [Yes].
  12. Validate the backed up treatment plan data displays.
  13. Leave the form open.
  14. Access the 'Registry Settings' form.
  15. Enter "Enable Automatic Backup" in the 'Limit Registry Settings To The Following Search Criteria' field.
  16. Click [View Registry Settings].
  17. Enter "N" in the 'Registry Setting Value' field.
  18. Click [Submit] and close the form.
  19. Navigate back to the 'Treatment Plan' form.
  20. Click [Submit].
  21. Select "Client A" and access the 'Treatment Plan' form.
  22. Validate the pre-display contains the draft filed in the previous steps.
  23. Click [Edit].
  24. Validate the previously filed data is displayed.
  25. Close the form.
Scenario 2: 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 3: Treatment Plan - Add a Problem, Goal, Objective, and Intervention with the 'Enable Automatic Backup' registry setting set to "Y"
Specific Setup:
  • The 'Avatar CWS->Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y".
  • A client must be enrolled in an existing episode (Client A).
  • The following fields must be added to the 'Treatment Plan' form via 'Site Specific Section Modeling':
  • 'SS Treatment Plan Problem Scrolling Free Text 6'
  • 'SS Treatment Plan Goal Scrolling Free Text 24'
  • 'SS Treatment Plan Obj Scrolling Free Text 9'
  • 'SS Treatment Plan Int Scrolling Free Text 17'.
Steps
  1. Select “Client A” and access the ‘Treatment Plan’ form.
  2. Set the ‘Plan Date’ field to the current date.
  3. Set the ‘Plan Name’ to any value.
  4. Select any value in the ‘Plan Type’ field.
  5. Set the 'Strengths' field to any value.
  6. Set the 'Weaknesses' field to any value.
  7. Set the 'Discharge Planning' field to any value.
  8. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
  9. Click [Add New Problem].
  10. Set the ‘Problem Code’ field to any value.
  11. Select “Active” in the ‘Status (Problem List)’ field.
  12. Set the ‘Problem’ field to any value.
  13. Select any value in the ‘Status’ field.
  14. Set the 'SS Treatment Plan Problem Scrolling Free Text 6' field to any value.
  15. Select any value in the 'Staff Assigning' field.
  16. Select any value in the 'Staff Responsible' field.
  17. Click [Add New Goal].
  18. Set the ‘Goal’ field to any value.
  19. Select any value in the ‘Status’ field.
  20. Set the 'SS Treatment Plan Goal Scrolling Free Text 24' field to any value.
  21. Select any value in the 'Staff Assigning' field.
  22. Select any value in the 'Staff Responsible' field.
  23. Click [Add New Objective].
  24. Set the ‘Objective’ field to any value.
  25. Select any value in the ‘Status’ field.
  26. Select any value in the 'Staff Assigning' field.
  27. Select any value in the 'Staff Responsible' field.
  28. Set the 'SS Treatment Plan Obj Scrolling Free Text 9' field to any value.
  29. Click [Add New Intervention].
  30. Set the ‘Intervention’ field to any value.
  31. Select any value in the ‘Status’ field.
  32. Set the 'SS Treatment Plan Int Scrolling Free Text 17' field to any value.
  33. Select any value in the 'Staff Assigning' field.
  34. Select any value in the 'Staff Responsible' field.
  35. Click [Back to Plan Page].
  36. Click [Launch Plan].
  37. Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added.
  38. Select the problem.
  39. Validate the 'SS Treatment Plan Problem Scrolling Free Text 6' field contains the value previously filed.
  40. Validate the 'Staff Assigning' and 'Staff Responsible' fields contains the value previously filed.
  41. Select any new values in the 'Staff Assigning' and 'Staff Responsible' fields.
  42. Select the goal.
  43. Validate the 'SS Treatment Plan Goal Scrolling Free Text 24' field contains the value previously filed.
  44. Validate the 'Staff Assigning' and 'Staff Responsible' fields contains the value previously filed.
  45. Select any new values in the 'Staff Assigning' and 'Staff Responsible' fields.
  46. Select the objective.
  47. Validate the 'SS Treatment Plan Obj Scrolling Free Text 9' field contains the value previously filed.
  48. Validate the 'Staff Assigning' and 'Staff Responsible' fields contains the value previously filed.
  49. Select any new values in the 'Staff Assigning' and 'Staff Responsible' fields.
  50. Select the intervention.
  51. Validate the 'SS Treatment Plan Int Scrolling Free Text 17' field contains the value previously filed.
  52. Validate the 'Staff Assigning' and 'Staff Responsible' fields contains the value previously filed.
  53. Select any values in the 'Staff Assigning' and 'Staff Responsible' fields.
  54. Click [Back to Plan Page] and close the form.
  55. Select “Client A” and access the ‘Treatment Plan’ form.
  56. Validate the ‘Load From Backup’ dialog displays with a message stating: "You have an unsubmitted backup of a plan from [the current date] and [the current time]. Would you like to load it instead of creating a new one?" and click [Yes].
  57. Validate the 'Strengths' field contains the value previously filed.
  58. Validate the 'Weaknesses' field contains the value previously filed.
  59. Validate the 'Discharge Planning' field contains the value previously filed.
  60. Click [Launch Plan].
  61. Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added with all updated data.
  62. Click [Exit to Home View].
Scenario 4: Treatment Plan - 'Enable Automatic Backup' registry setting set to "N"
Specific Setup:
  • The 'Avatar CWS-> Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "N".
  • A client must have an active episode. (Client A)
Steps
  1. Select “Client A” and access the ‘Treatment Plan’ form.
  2. Set the ‘Plan Date’ field to the current date.
  3. Set the ‘Plan Name’ field to any value.
  4. Select any value in the ‘Plan Type’ field.
  5. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
  6. Click [Add New Problem].
  7. Set the ‘Problem Code’ field to any value.
  8. Select “Active” in the ‘Status (Problem List)’ field.
  9. Set the ‘Problem’ field to any value
  10. Select any value in the ‘Status’ field and click [Add New Goal].
  11. Set the 'SS Treatment Plan Problem Scrolling Free Text 24' field to any value.
  12. Set the ‘Goal’ field to any value.
  13. Select any value in the ‘Status’ field and click [Add New Objective].
  14. Set the ‘Objective’ field to any value.
  15. Select any value in the ‘Status’ field and click [Add New Intervention].
  16. Set the ‘Intervention’ field to any value.
  17. Select any value in the ‘Status’ field and click [Back to Plan Page].
  18. Click [Submit].
  19. Select “Client A” and access the ‘Treatment Plan’ form.
  20. Select the treatment plan previously filed and click [Edit].
  21. Click [Launch Plan].
  22. Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps.
  23. Validate problem section the 'SS Treatment Plan Problem Scrolling Free Text 24' field contains the value previously filed.
  24. Click [Back to Plan Page].
  25. Close the form.
Allergies and Hypersensitivities - Chart View
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Allergies and Hypersensitivities
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: Allergies and Hypersensitivities - Add/Edit Allergies
Specific Setup:
  • A client must have an active episode. (Client A)
  • The 'Allergies and Hypersensitivities' form must be accessible from the Chart View.
Steps
  1. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  2. Select "No" in the 'Known Medication Allergies' field.
  3. Select "No" in the 'Known Food Allergies' field.
  4. Click [Submit].
  5. Double click on "Client A" to access the 'Chart View'.
  6. Select the 'Allergies and Hypersensitivities' form from the left-hand side.
  7. Validate an entry is displayed stating: "Known Food Allergies: No".
  8. Validate an entry is displayed stating: "Known Medication Allergies: No".
  9. Close the chart.
  10. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  11. Select "No" in the 'Known Medication Allergies' field.
  12. Select "No" in the 'Known Food Allergies' field.
  13. Click [Update].
  14. Validate the 'Allergies and Hypersensitivities' grid is displayed.
  15. Click [New Row].
  16. Search for and select any value in the 'Allergen/Reactant' field.
  17. Enter the desired date in the 'Date Recognized' field.
  18. Select "Active" in the 'Status' field.
  19. Select any value in the 'Reaction Severity' field.
  20. Click [Save] and [Submit].
  21. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  22. Click [Update].
  23. Validate the 'Allergies and Hypersensitivities' grid contains the allergy filed in the previous steps.
  24. Select "Inactive" in the 'Status' field.
  25. Click [Save] and [Submit].
  26. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  27. Click [Update].
  28. Validate the 'Allergies and Hypersensitivities' grid contains the allergy with the "Inactive" status.
  29. Click [Close/Cancel] and close the form.
Topics
• Progress Notes • Signatures • Treatment Plan • Registry Settings • Allergies and Hypersensitivities
Update 94 Summary | Details
Progress Notes (Group and Individual) is modified to blank out the multiple session times fields when the 'Progress Note For' field is changed to 'Independent Note'.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
Scenario 1: Validate fields when creating a note in 'Progress Notes (Group and Individual)' when the 'Multiple Start and End Times to Document Sessions' is set to "Y"
Specific Setup:
  • The Registry Setting 'Avatar CWS->Progress Notes->Progress Notes (Group and Individual)->->->Multiple Start and End Times to Document Sessions' must be set to "Y".
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Enter "Client A" in the 'Select Client' field.
  3. Select "Episode 1" in the 'Select Episode' field.
  4. Select "New Service" in the 'Progress Note For' field.
  5. Scroll to the 'Session Start Time' field.
  6. Set the 'Session Start Time' to any time.
  7. Scroll to the 'Session End Time' field
  8. Set the 'Session End Time' to any time.
  9. Click [Add/Update Time].
  10. Validate the start and end times are displayed in the 'Start/End Time(s)' box.
  11. Validate the 'Service Duration' field is populated with the amount of time as entered in the 'Start/End Time(s)' box.
  12. Scroll to the 'Progress Note For' field.
  13. Click [Independent Note].
  14. Validate the 'Service Start Time' field is disabled and contains no value.
  15. Validate the 'Service End Time' field is disabled and contains no value.
  16. Validate the 'Service Duration' field is disabled and contains no value.
  17. Scroll to the 'Progress Note For' field.
  18. Click [New Service].
  19. Select any value from the 'Note Type' drop down list.
  20. Set the 'Notes Field' to any text.
  21. Select any practitioner in the 'Practitioner' drop down list.
  22. Set the 'Date Of Service' to any date.
  23. Set the 'Service Charge Code' to any value.
  24. Validate the 'Service Start Time' field is enabled.
  25. Set the 'Session Start Time' field to any time.
  26. Validate the 'Service End Time' field is enabled.
  27. Set the 'Session End Time' field to any time.
  28. Click [Add/Update Time].
  29. Validate the start and end times are displayed in the 'Start/End Time(s)' box.
  30. Validate the 'Service Duration' field is populated with the amount of time as entered in the 'Start/End Time(s)' box.
  31. Complete any additional required fields.
  32. Select 'Final' in the 'Draft/Final' field.
  33. Click [File Note].
  34. Validate the 'Service Duration' field displays the correct duration value.
  35. Validate the 'Start/End Time(s)' contains the correct times as entered in the note.
  36. Accept the note and finalize as usual.
Topics
• Progress Notes
Update 101 Summary | Details
Assessment Problem Planning - Auto Save
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Assessment Problem Planning
  • Problem List
  • Crystal Report Viewer
  • Set System Defaults (CWS)
  • Registry Settings (CWS)
Scenario 1: Assessment Problem Planning - Form Validations
Specific Setup:
  • Client is enrolled in an existing episode (Client A).
Steps
  1. Open the 'Assessment Problem Planning' form for any client.
  2. Click the [T] in the 'Date' field to input today's date.
  3. Click [New Row].
  4. If the client has problems filed in the 'Problem List', select a problem from the 'Problems' field.
  5. If the client does not have problems filed in the 'Problem List', search for a problem in the 'Add New Problem' field.
  6. Select any 'Status'.
  7. Click the [T] in the 'Date of Onset' field to input today's date.
  8. Input any text into the 'Plan' field.
  9. Click [Submit].
  10. Open the 'Problem List' form for the same client selected above.
  11. Click [All] in the 'Status' field.
  12. Click [View/Enter Problems].
  13. Verify the problem added through the 'Assessment Problem Planning' form displays correctly.
  14. Click [Close/Cancel].
  15. Click [Problem List Report].
  16. Verify the problem added through the 'Assessment Problem Planning' form displays correctly in the report viewer.
  17. Click [Close Report].
  18. Click [Discard].
  19. Click [Yes].
Scenario 2: Assessment Problem Planning - Validate auto save functionality
Specific Setup:
  • Client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Set System Defaults' CWS form.
  2. Validate the 'Enable Auto Save for CWS Product Forms' field contains "Assessment Problem Planning" and select it.
  3. Click [Submit].
  4. Access the 'Assessment Problem Planning' form for "Client A".
  5. Validate the 'Backup' option is displayed.
  6. Enter the current date in the 'Date' field.
  7. Click [New Row].
  8. Select the desired value in the 'Add New Problem' field.
  9. Select the desired value in the 'Status' field.
  10. Enter the desired value in the 'Plan' field.
  11. Click [Backup].
  12. Validate text is displayed stating: Saved at [Current Time].
  13. Close the form.
  14. Select "Client A" and access the 'Assessment Problem Planning' form.
  15. Validate a 'Restore Backup Data' dialog is displayed stating: You have an unsubmitted backup of this data record from [Date][Time]. Do you wish to restore from the backup? Please note: selecting 'No' will direct you to the pre-display or form to edit existing rows or create new rows of data. The unsubmitted backup will be purged from the database.
  16. Click [No].
  17. Validate the form opens to enter a new record and the backed up data is not displayed.
  18. Enter the current date in the 'Date' field.
  19. Click [New Row].
  20. Select the desired value in the 'Add New Problem' field.
  21. Select the desired value in the 'Status' field.
  22. Enter the desired value in the 'Plan' field.
  23. Click [Backup].
  24. Validate text is displayed stating: Saved at [Current Time].
  25. Close the form.
  26. Select "Client A" and access the 'Assessment Problem Planning' form.
  27. Validate a 'Restore Backup Data' dialog is displayed stating: You have an unsubmitted backup of this data record from [Date][Time]. Do you wish to restore from the backup? Please note: selecting 'No' will direct you to the pre-display or form to edit existing rows or create new rows of data. The unsubmitted backup will be purged from the database.
  28. Click [Yes].
  29. Validate the form is displayed and the backed up data is displayed properly.
  30. Click [New Row].
  31. Select the desired value in the 'Add New Problem' field.
  32. Select the desired value in the 'Status' field.
  33. Enter the desired value in the 'Plan' field.
  34. Click [Submit].
  35. Select "Client A" and access the 'Problem List' form.
  36. Click [View/Enter Problems].
  37. Validate the problems added via the 'Assessment Problem Planning' form are displayed.
  38. Close the form.
Scenario 3: Assessment Problem Planning - Validate auto save functionality with multiple users
Specific Setup:
  • Client is enrolled in an existing episode (Client A).
  • Two users must be defined (User A & User B).
  • Must be logged in as "User A".
  • The 'Autosave Interval in Seconds' registry setting must be set to "60" seconds.
Steps
  1. Access the 'Set System Defaults' CWS form.
  2. Validate the 'Enable Auto Save for CWS Product Forms' field contains "Assessment Problem Planning" and select it.
  3. Click [Submit].
  4. Access the 'Assessment Problem Planning' form for "Client A".
  5. Validate the 'Backup' option is displayed.
  6. Enter the current date in the 'Date' field.
  7. Click [New Row].
  8. Select the desired value in the 'Add New Problem' field.
  9. Select the desired value in the 'Status' field.
  10. Enter the desired value in the 'Plan' field.
  11. Click [Backup].
  12. Validate text is displayed stating: Saved at [Current Time].
  13. Close the form.
  14. Logout.
  15. Login as "User B".
  16. Select "Client A" and access the 'Assessment Problem Planning' form.
  17. Validate the 'Restore Backup Data' dialog is not displayed.
  18. Validate the form opens to enter a new record and the backed up data is not displayed.
  19. Close the form.
  20. Logout.
  21. Login as "User A".
  22. Select "Client A" and access the 'Assessment Problem Planning' form.
  23. Validate a 'Restore Backup Data' dialog is displayed stating: You have an unsubmitted backup of this data record from [Date][Time]. Do you wish to restore from the backup? Please note: selecting 'No' will direct you to the pre-display or form to edit existing rows or create new rows of data. The unsubmitted backup will be purged from the database.
  24. Click [Yes].
  25. Validate the form is displayed and the backed up data is displayed properly.
  26. Close the form.
Scenario 4: Assessment Problem Planning - Validate the 'Autosave Interval in Seconds' registry setting
Specific Setup:
  • Client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Set System Defaults' CWS form.
  2. Validate the 'Enable Auto Save for CWS Product Forms' field contains "Assessment Problem Planning" and select it.
  3. Click [Submit].
  4. Access the 'Registry Setting' form.
  5. Enter "Autosave Interval in Seconds" in the 'Limit Registry Settings to the Following Search Criteria' field.
  6. Click [View Registry Settings].
  7. Enter "60" in the 'Registry Setting Value' field.
  8. Click [Submit] and close the form.
  9. Access the 'Assessment Problem Planning' form for "Client A".
  10. Validate the 'Backup' option is displayed.
  11. Enter the current date in the 'Date' field.
  12. Click [New Row].
  13. Select the desired value in the 'Add New Problem' field.
  14. Select the desired value in the 'Status' field.
  15. Enter the desired value in the 'Plan' field.
  16. Wait for "60" seconds.
  17. Validate text is displayed stating: Saved at [Current Time].
  18. Close the form.
  19. Select "Client A" and access the 'Assessment Problem Planning' form.
  20. Validate a 'Restore Backup Data' dialog is displayed stating: You have an unsubmitted backup of this data record from [Date][Time]. Do you wish to restore from the backup? Please note: selecting 'No' will direct you to the pre-display or form to edit existing rows or create new rows of data. The unsubmitted backup will be purged from the database.
  21. Click [Yes].
  22. Validate the form is displayed and the backed up data is displayed properly.
  23. Close the form.
  24. Access the 'Registry Setting' form.
  25. Enter "Autosave Interval in Seconds" in the 'Limit Registry Settings to the Following Search Criteria' field.
  26. Click [View Registry Settings].
  27. Enter "120" in the 'Registry Setting Value' field.
  28. Click [Submit] and close the form.
  29. Access the 'Assessment Problem Planning' form for "Client A".
  30. Validate the 'Backup' option is displayed.
  31. Enter the current date in the 'Date' field.
  32. Click [New Row].
  33. Select the desired value in the 'Add New Problem' field.
  34. Select the desired value in the 'Status' field.
  35. Enter the desired value in the 'Plan' field.
  36. Wait for "120" seconds.
  37. Validate text is displayed stating: Saved at [Current Time].
  38. Close the form.
  39. Select "Client A" and access the 'Assessment Problem Planning' form.
  40. Validate a 'Restore Backup Data' dialog is displayed stating: You have an unsubmitted backup of this data record from [Date][Time]. Do you wish to restore from the backup? Please note: selecting 'No' will direct you to the pre-display or form to edit existing rows or create new rows of data. The unsubmitted backup will be purged from the database.
  41. Click [Yes].
  42. Validate the form is displayed and the backed up data is displayed properly.
  43. Close the form.
Topics
• Assessment Problem Planning • Problem List
Update 104 Summary | Details
The 'SYSTEM.client_curr_demographics' SQL table
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Update Client Data
Scenario 1: Admit a new client and validate the 'SYSTEM.client_curr_demographics' SQL table
Steps
  1. Access the 'Admission' form.
  2. Enter any new values in the 'Last Name' and 'First Name' fields.
  3. Select the desired value in the 'Sex' field.
  4. Click [Search], [New Client] and [Yes].
  5. Enter the desired date in the 'Preadmit/Admission Date' field.
  6. Enter the desired time in the 'Preadmit/Admission Time' field.
  7. Select the desired value in the 'Program' field.
  8. Select the desired value in the 'Type of Admission' field.
  9. Select the desired staff in the 'Admitting Practitioner' field.
  10. Select the "Demographics" section.
  11. Enter the desired value in the 'Client Middle Name' field.
  12. Enter the desired value in the 'Alias' field.
  13. Enter the desired value in the 'Alias 2' field.
  14. Enter the desired value in the 'Alias 3' field.
  15. Enter the desired value in the 'Alias 4' field.
  16. Enter the desired value in the 'Alias 5' field.
  17. Enter the desired value in the 'Alias 6' field.
  18. Enter the desired value in the 'Alias 7' field.
  19. Enter the desired value in the 'Alias 8' field.
  20. Enter the desired value in the 'Alias 9' field.
  21. Enter the desired value in the 'Alias 10' field.
  22. Select the desired value in the 'Gender Identity' field.
  23. Populate any other desired fields.
  24. Click [Submit].
  25. Access Crystal Reports or other SQL Reporting tool.
  26. Select the CWS namespace.
  27. Create a report using the 'SYSTEM.client_curr_demographics' SQL table.
  28. Validate a row is displayed for the client admitted in the previous steps.
  29. Validate the 'client_alias' fields 1-10, 'patient_middle_name', 'gender_identity_code', and 'gender_identity_value' fields are displayed.
  30. Validate the 'client_alias' fields 1-10 contains the value filed in the previous steps.
  31. Validate the 'gender_identity_code' field contains the code associated to the value filed in the previous steps.
  32. Validate the 'gender_identity_value' field contains the value filed in the previous steps.
  33. Validate the 'patient_middle_name' field contains the value filed in the previous steps.
  34. Close the report.
Scenario 2: 'Update Client Data' Form - Validate the 'SYSTEM.client_curr_demographics' SQL table
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Update Client Data' form.
  2. Enter the desired value in the 'Client Middle Name' field.
  3. Enter the desired value in the 'Alias' field.
  4. Enter the desired value in the 'Alias 2' field.
  5. Enter the desired value in the 'Alias 3' field.
  6. Enter the desired value in the 'Alias 4' field.
  7. Enter the desired value in the 'Alias 5' field.
  8. Enter the desired value in the 'Alias 6' field.
  9. Enter the desired value in the 'Alias 7' field.
  10. Enter the desired value in the 'Alias 8' field.
  11. Enter the desired value in the 'Alias 9' field.
  12. Enter the desired value in the 'Alias 10' field.
  13. Select the desired value in the 'Gender Identity' field.
  14. Populate any other desired fields.
  15. Click [Submit].
  16. Access Crystal Reports or other SQL Reporting tool.
  17. Select the CWS namespace.
  18. Create a report using the 'SYSTEM.client_curr_demographics' SQL table.
  19. Navigate to the row for "Client A".
  20. Validate the 'client_alias' fields 1-10, 'patient_middle_name', 'gender_identity_code', and 'gender_identity_value' fields are displayed.
  21. Validate the 'client_alias' fields 1-10 contains the value filed in the previous steps.
  22. Validate the 'gender_identity_code' field contains the code associated to the value filed in the previous steps.
  23. Validate the 'gender_identity_value' field contains the value filed in the previous steps.
  24. Validate the 'patient_middle_name' field contains the value filed in the previous steps.
  25. Select "Client A" and access the 'Update Client Data' form.
  26. Enter any new value in the 'Client Middle Name' field.
  27. Enter any new value in the 'Alias' field.
  28. Enter any new value in the 'Alias 2' field.
  29. Enter any new value in the 'Alias 3' field.
  30. Enter any new value in the 'Alias 4' field.
  31. Enter any new value in the 'Alias 5' field.
  32. Enter any new value in the 'Alias 6' field.
  33. Enter any new value in the 'Alias 7' field.
  34. Enter any new value in the 'Alias 8' field.
  35. Enter any new value in the 'Alias 9' field.
  36. Enter any new value in the 'Alias 10' field.
  37. Select any new value in the 'Gender Identity' field.
  38. Click [Submit].
  39. Access Crystal Reports or other SQL Reporting tool.
  40. Refresh the report using the 'SYSTEM.client_curr_demographics' SQL table.
  41. Navigate to the row for "Client A".
  42. Validate the 'client_alias' fields 1-10, 'patient_middle_name', 'gender_identity_code', and 'gender_identity_value' fields are displayed.
  43. Validate the 'client_alias' fields 1-10 contains the updated value filed in the previous steps.
  44. Validate the 'gender_identity_code' field contains the code associated to the updated value filed in the previous steps.
  45. Validate the 'gender_identity_value' field contains the updated value filed in the previous steps.
  46. Validate the 'patient_middle_name' field contains the updated value filed in the previous steps.
  47. Close the report.
Topics
• Query/Reporting
Update 110 Summary | Details
Progress Notes - Client-Only Services
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Service Codes
  • Registry Settings (CWS)
  • Client Charge Input
  • Progress Notes (Group and Individual)
  • Ambulatory Progress Notes
Scenario 1: Progress Notes (Group and Individual) - Existing Service
Specific Setup:
  • Client is enrolled in an existing episode (Client A).
  • A service code is defined with "Client Only" selected in the 'Service Required By' field in the 'Service Codes' form (Service Code A).
  • The 'Attach Selected Service To Notes On Draft' registry setting must be set to "1" or "2" for the 'Progress Notes (Group and Individual)' form.
Steps
  1. Access the 'Client Charge Input' form.
  2. Enter the desired date in the 'Date Of Service' field.
  3. Select "Client A" in the 'Client ID' field.
  4. Select "Service Code A" in the 'Service Code' field.
  5. Click [Submit] and close the form.
  6. Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
  7. Select "Existing Service" in the 'Progress Note For' field.
  8. Select the created service in the 'Note Addresses Which Existing Service/Appointment' field.
  9. Select the desired value in the 'Note Type' field.
  10. Enter the desired value in the 'Notes Field' field.
  11. Select "Draft" in 'Draft/Final' field.
  12. Click [File Note].
  13. Validate a message is displayed stating: Note Filed.
  14. Click [OK] and remain in the form.
  15. Select the draft note in the 'Select Draft Note To Edit' field.
  16. Validate all previously filed data is displayed.
  17. Select "Final" in the 'Draft/Final' form.
  18. Click [File Note].
  19. Validate a message is displayed stating: Note Filed.
  20. Click [OK] and close the form.
Topics
• Client Charge Input • Progress Notes • Service Codes
Update 112 Summary | Details
Clinical Reconciliation modifications for 'New Medication to Add' field.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • NEW Clinical Reconciliation
  • Launch OrderConnect
  • OrderConnect - Current Medication Profile
Scenario 1: Clinical Reconciliation - Verify 'New Medication To Add' field will populate the 'Launch OrderConnect' screen.
Specific Setup:
  • Registry Setting 'Avatar CWS->Other Chart Entry->Clinical Reconciliation->->->Enable Clinical Reconciliation' must be set to 'Y'.
  • Registry Setting 'Avatar CWS->Other Chart Entry->Clinical Reconciliation->->->Enable Improved Clinical Reconciliation Workflow' is set to 'Y'.
  • Registry Setting 'Avatar OE-to-OrderConnect Environment' is enabled.
  • "Launch OrderConnect" is set up and enabled.
Steps
  1. Open 'Clinical Reconciliation'
  2. Click the 'Home Medications' tab.
  3. Click [New Row].
  4. Set 'Type to Add' to 'OrderConnect'.
  5. Search for any medication in the 'New Medication to Add' field.
  6. Set the 'Dose' field to a dose for the medication.
  7. Set the 'Dose Unit' to the unit for the medication.
  8. Set the 'Frequency' to any administration frequency.
  9. Place a checkmark in the box to the left of the 'Row ID'
  10. Click [Include].
  11. Click [Review Final List].
  12. Select an 'Episode' from the 'Select Episode' pop up window.
  13. Click [OK].
  14. Review the list of medications on the 'Clinical Reconciliation' - Preview' window.
  15. Click [Reconcile Items].
  16. Click [OK] on the warning 'Saved' pop up window
  17. Click [Close Form].
  18. Open 'Launch OrderConnect' for the same client.
  19. On the episode selection screen, select the client episode the medications were added to in the above steps.
  20. Click [OK].
  21. Click [Launch OrderConnect] to display the 'Current Medication Profile' screen.
  22. Verify the 'Medication Order' screen displays the medication added in 'Clinical Reconciliation'.
  23. Click on the medication order.
  24. Verify the 'Non-OrderConnect Rx' screen displays the medication.
  25. Click [Close Chart]
  26. Close 'Launch OrderConnect' form.
Topics
• Clinical Reconciliation • NX