Avatar CWS 2022 Monthly Release 2022.03.02 Acceptance Tests

Last updated
Save as PDF

Update 84 Summary \| Details Treatment Plan - 'Default To Linked items' registry setting Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Treatment Plan Treatment Plan Number 1 TO DO'S Scenario 1: Treatment Plan - 'Default to Linked Items' and 'Enable Automatic Backup' registry settings are enabled Specific Setup: The 'Enable Automatic Backup' registry setting must be set to "Y". The 'Default to Linked Items' registry setting for 'Problems', 'Goals', 'Objectives' must be set to the dictionary code for "Active" initially for the 'Treatment Plan' form. A client must be enrolled in an existing episode (Client A). Steps Select “Client A” and access the ‘Treatment Plan’ form. Enter the current date in the 'Plan Date' field. Select any value in the ‘Plan Type’ field. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan]. Click [Add New Problem]. Select the desired value in the 'Problem Code' field. Select “Inactive” in the ‘Status (Problem List)’ field. Enter any value in the 'Problem' field. Select “Inactive” in the ‘Status’ field. Click [Add New Goal]. Enter any value in the 'Goal' field. Select “Inactive” in the ‘Status’ field. Click [Add New Objective]. Enter any value in the 'Objective' field. Select “Inactive” in the ‘Status’ field. Click [Add New Intervention]. Enter any value in the 'Intervention' field. Select “Inactive” in the ‘Status’ field. Click [Back to Plan Page] and [Submit]. Select “Client A” and access the ‘Treatment Plan’ form. Select the treatment plan filed in the previous steps and click [Edit]. Click [Launch Plan]. Validate the 'Status' field for 'Problem', 'Goal', 'Objectives' & 'Intervention' are "Inactive". Select the 'Problem' field. Select “Active” in the ‘Status’ field. Click [Exit to Home View]. Select “Client A” and access the ‘Treatment Plan’ form. Select the treatment plan filed in the previous steps and click [Edit]. Click [Launch Plan]. Validate the 'Status' field for 'Problem', 'Goal', 'Objectives' & 'Intervention' are "Active". Close the form. Scenario 2: Treatment Plan Copy - 'Default to Linked Items' and 'Enable Automatic Backup' registry settings are enabled Specific Setup: A copy of the 'Treatment Plan' form must be defined (Treatment Plan Copy). The 'Enable Automatic Backup' registry setting must be set to "Y". The 'Default to Linked Items' registry setting for 'Problems', 'Goals', 'Objectives' must be set to the dictionary code for "Active" initially for the 'Treatment Plan Copy' form. A client must be enrolled in an existing episode (Client A). Steps Select “Client A” and access the ‘Treatment Plan Copy’ form. Enter the current date in the 'Plan Date' field. Select any value in the ‘Plan Type’ field. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan]. Click [Add New Problem]. Select the desired value in the 'Problem Code' field. Select “Inactive” in the ‘Status (Problem List)’ field. Enter any value in the 'Problem' field. Select “Inactive” in the ‘Status’ field. Click [Add New Goal]. Enter any value in the 'Goal' field. Select “Inactive” in the ‘Status’ field. Click [Add New Objective]. Enter any value in the 'Objective' field. Select “Inactive” in the ‘Status’ field. Click [Add New Intervention]. Enter any value in the 'Intervention' field. Select “Inactive” in the ‘Status’ field. Click [Back to Plan Page] and [Submit]. Select “Client A” and access the ‘Treatment Plan Copy’ form. Select the treatment plan filed in the previous steps and click [Edit]. Click [Launch Plan]. Validate the 'Status' field for 'Problem', 'Goal', 'Objectives' & 'Intervention' are "Inactive". Select the 'Problem' field. Select “Active” in the ‘Status’ field. Click [Exit to Home View]. Select “Client A” and access the ‘Treatment Plan Copy’ form. Select the treatment plan filed in the previous steps and click [Edit]. Click [Launch Plan]. Validate the 'Status' field for 'Problem', 'Goal', 'Objectives' & 'Intervention' are "Active". Close the form. 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 Select “Client A” and access the ‘Treatment Plan’ form. Set the ‘Plan Date’ field to the current date. Set the ‘Plan Name’ to any value. Select any value in the ‘Plan Type’ field. Set the 'Strengths' field to any value. Set the 'Weaknesses' field to any value. Set the 'Discharge Planning' field to any value. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan]. Click [Add New Problem]. Set the ‘Problem Code’ field to any value. Select “Active” in the ‘Status (Problem List)’ field. Set the ‘Problem’ field to any value. Select any value in the ‘Status’ field. Set the 'SS Treatment Plan Problem Scrolling Free Text 6' field to any value. Select any value in the 'Staff Assigning' field. Select any value in the 'Staff Responsible' field. Click [Add New Goal]. Set the ‘Goal’ field to any value. Select any value in the ‘Status’ field. Set the 'SS Treatment Plan Goal Scrolling Free Text 24' field to any value. Select any value in the 'Staff Assigning' field. Select any value in the 'Staff Responsible' field. Click [Add New Objective]. Set the ‘Objective’ field to any value. Select any value in the ‘Status’ field. Select any value in the 'Staff Assigning' field. Select any value in the 'Staff Responsible' field. Set the 'SS Treatment Plan Obj Scrolling Free Text 9' field to any value. Click [Add New Intervention]. Set the ‘Intervention’ field to any value. Select any value in the ‘Status’ field. Set the 'SS Treatment Plan Int Scrolling Free Text 17' field to any value. Select any value in the 'Staff Assigning' field. Select any value in the 'Staff Responsible' field. Click [Back to Plan Page]. Click [Launch Plan]. Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added. Select the problem. Validate the 'SS Treatment Plan Problem Scrolling Free Text 6' field contains the value previously filed. Validate the 'Staff Assigning' and 'Staff Responsible' fields contains the value previously filed. Select any new values in the 'Staff Assigning' and 'Staff Responsible' fields. Select the goal. Validate the 'SS Treatment Plan Goal Scrolling Free Text 24' field contains the value previously filed. Validate the 'Staff Assigning' and 'Staff Responsible' fields contains the value previously filed. Select any new values in the 'Staff Assigning' and 'Staff Responsible' fields. Select the objective. Validate the 'SS Treatment Plan Obj Scrolling Free Text 9' field contains the value previously filed. Validate the 'Staff Assigning' and 'Staff Responsible' fields contains the value previously filed. Select any new values in the 'Staff Assigning' and 'Staff Responsible' fields. Select the intervention. Validate the 'SS Treatment Plan Int Scrolling Free Text 17' field contains the value previously filed. Validate the 'Staff Assigning' and 'Staff Responsible' fields contains the value previously filed. Select any values in the 'Staff Assigning' and 'Staff Responsible' fields. Click [Back to Plan Page] and close the form. Select “Client A” and access the ‘Treatment Plan’ form. 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]. Validate the 'Strengths' field contains the value previously filed. Validate the 'Weaknesses' field contains the value previously filed. Validate the 'Discharge Planning' field contains the value previously filed. Click [Launch Plan]. Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added with all updated data. Click [Exit to Home View]. 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 Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Enter "T" in the 'Plan Date' field. Validate the current date is displayed in the 'Plan Date' field. Click [Plan Date T]. Validate the current date is displayed in the 'Plan Date' field. Select any value in the 'Plan Type' field. Select any value from 'Problem List'. Click [New Row - Plan Participants]. Select any value from the 'Role' field in the 'Participation' section. Select 'Staff ID' and enter "Staff Member A". Validate that the selected staff member's name displays in the 'Participant Name' field. Select any value from the 'Plan Author' field. Select any value from the 'Notification' field. Add multiple staff members as needed. Enter any value in the 'Strengths' field. Enter any value in the 'Weakness' field. Enter any value in the 'Discharge Planning' field. Select "Draft" in the 'Draft/Final' field. Click [Launch Plan]. Select the problem from the 'Tree View'. Select any value from the 'Status' field. Click [Add New Goal]. Validate the 'Tree View' displays the new entry. Enter multiple lines of text in the 'Goal' field. Select any value from the 'Status' field. Click [Add New Objective]. Validate the 'Tree View' displays the new entry. Enter multiple lines of text in the 'Objective' field. Select any value from the 'Status' field. Click [Add New Intervention]. Validate the 'Tree View' displays the new entry. Select any value in the 'Status' field. Click [Return to Plan]. Select "Final" in the 'Draft/Final' field. Click [Submit]. Validate the treatment plan data displays as expected in the 'Document Routing' screen. Click [Sign and Route]. Enter the password and click [Verify]. Select the staff member associated with the logged in user in the 'Route Document To' field and click [Add] Click [Submit] Access the 'My To Do's' widget. Click [My To Do's]. Validate the record for "Client A" and click [Review]. Validate the treatment plan data displays as expected in the 'Document Preview'. Click [Accept] and [Sign]. Enter the password and click [Verify]. Validate the record is no longer present. Close the 'To Do's'. Select "Client A" and access the 'Treatment Plan' form. Select the record from the previous steps and click [Edit]. Validate a 'Treatment Plan' dialog stating: "This plan is marked as Final. Changes are not allowed. Do you want to continue?" and click [Yes]. Validate the plan displays as expected and fields are disabled. Close the form. Scenario 5: Treatment Plan - 'Default to Linked Items' registry setting is enabled Specific Setup: The 'Default To Linked Items' registry setting is set to the "Status" code values for problems, goals, and objectives. Note: the defined status codes for testing are "Active" and "Inactive". A client is enrolled in an existing episode (Client A). Steps Select "Client A" and access the 'Treatment Plan' form. Click [Add] to add a new record. Populate all required and desired fields. Click [Launch Plan] and [Add New Problem]. Select the desired problem in the 'Problem Code' field. Populate all required fields for the problem. Select "Active" in the 'Status' field. Click [Add New Goal]. Enter the desired value in the 'Goal' field. Select "Active" in the 'Status' field. Click [Add New Objective]. Enter the desired value in the 'Objective' field. Select "Active" in the 'Status' field. Click [Add New Intervention]. Enter the desired value in the 'Intervention' field. Select "Active" in the 'Status' field. Click [Add New Intervention]. Enter the desired value in the 'Intervention' field. Select "Active" in the 'Status' field. Click [Back to Plan Page]. Validate the plan page is displayed. Click [Launch Plan]. Select the problem and validate the 'Status' is "Active". Select the goal and validate the 'Status' is "Active". Select the objective and validate the 'Status' is "Active". Select the first intervention and validate the 'Status' is "Active". Select the second intervention and validate the 'Status' is "Active". Select the problem and select "Inactive" in the 'Status' field. Click [Back to Plan Page]. Validate the plan page is displayed. Click [Launch Plan]. Select the problem and validate the 'Status' is "Inactive". Select the goal and validate the 'Status' is "Inactive". Select the objective and validate the 'Status' is "Inactive". Select the first intervention and validate the 'Status' is "Inactive". Select the second intervention and validate the 'Status' is "Inactive". Select the first intervention and select "Active" in the 'Status' field. Select the second intervention and select "Active" in the 'Status' field. Click [Back to Plan Page]. Validate the plan page is displayed. Click [Launch Plan]. Select the problem and validate the 'Status' is "Inactive". Select the goal and validate the 'Status' is "Inactive". Select the objective and validate the 'Status' is "Inactive". Select the first intervention and validate the 'Status' is "Active". Select the second intervention and validate the 'Status' is "Active". Click [Back to Plan Page] and [Submit]. Scenario 6: 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 Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Enter "T" in the 'Plan Date' field. Validate the current date is displayed in the 'Plan Date' field. Click [Plan Date T]. Validate the current date is displayed in the 'Plan Date' field. Select any value in the 'Plan Type' field. Select any value from 'Problem List'. Click [New Row - Plan Participants]. Select any value from the 'Role' field in the 'Participation' section. Select 'Staff ID' and enter "Staff Member A". Validate that the selected staff member's name displays in the 'Participant Name' field. Select any value from the 'Plan Author' field. Select any value from the 'Notification' field. Add multiple staff members as needed. Enter any value in the 'Strengths' field. Enter any value in the 'Weakness' field. Enter any value in the 'Discharge Planning' field. Select "Draft" in the 'Draft/Final' field. Click [Launch Plan]. Select the problem from the 'Tree View'. Select any value from the 'Status' field. Click [Add New Goal]. Validate the 'Tree View' displays the new entry. Enter multiple lines of text in the 'Goal' field. Select any value from the 'Status' field. Click [Add New Objective]. Validate the 'Tree View' displays the new entry. Enter multiple lines of text in the 'Objective' field. Select any value from the 'Status' field. Click [Add New Intervention]. Validate the 'Tree View' displays the new entry. Select any value in the 'Status' field. Click [Return to Plan]. Select "Final" in the 'Draft/Final' field. Click [Submit]. Validate the treatment plan data displays as expected in the 'Document Routing' screen. Click [Sign and Route]. Enter the password and click [Verify]. Select the staff member associated with the logged in user in the 'Route Document To' field and click [Add] Click [Submit] Access the 'My To Do's' widget. Click [My To Do's]. Validate the record for "Client A" and click [Review]. Validate the treatment plan data displays as expected in the 'Document Preview'. Click [Accept] and [Sign]. Enter the password and click [Verify]. Validate the record is no longer present. Close the 'To Do's'. Select "Client A" and access the 'Treatment Plan' form. Select the record from the previous steps and click [Edit]. Validate a 'Treatment Plan' dialog stating: "This plan is marked as Final. Changes are not allowed. Do you want to continue?" and click [Yes]. Validate the plan displays as expected and fields are disabled. Close the form.	Topics • Document Routing • Registry Settings • To-Do's • Treatment Plan
Update 98 Summary \| Details Task List - Unscheduled Daily 'Med Admin' Tasks Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Avatar eMAR Scenario 1: Task List - Unscheduled Daily 'Med Admin' Tasks - Administer, Void and D/C the Order Specific Setup: A pharmacy-type order code must exist. (Order Code A) A NDC for "Order Code A" must be noted. A frequency code that occurs once daily, with no set hours of administration, must exist. (Frequency Code A) 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 Select "Client A" and access the Order Entry Console. Search for and select "Order Code A" from the 'New Order' field. Select "Frequency Code A" from the 'Frequency' field. Set the 'Start Date' field to "T-2". Fill out any remaining required fields. Click [Add to Scratchpad] and [Sign]. Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. Click [Refresh Tasks] and validate that there is a "Med Admin" task in the 'Unscheduled' column for "Order Code A" due today. Access the 'eMAR' widget. Validate that an order for "Order Code A" is displayed with no hours of administration under the current date. Double-click the first cell under the current date. Complete 'Order Acknowledgment' and 'Client Education'. Validate that the 'Administration Event' dialog is displayed. Set the 'Med ID' field to "Order Code A's" NDC. Select "Nurse Administered" in the 'Administration Event' field. Check the 'Accept administration information entered' checkbox and click [OK]. Validate the first cell under the current date contains the amount administered and the time administered. Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. Click [Refresh Tasks] and validate that there is no longer a "Med Admin" task in the 'Unscheduled' column for "Order Code A". Access the 'eMAR' widget. Right click on the administered cell for "Order Code A" and select 'Void Administration Event'. Validate the 'Administration Event - Void' dialog is displayed and click [Submit Void]. Validate a message is displayed stating "Are you sure you want to void this result?" and click [Yes]. Validate the order contains "1 Void Exists" in red font in the top right corner of 'Order Description' and validate there is no information in any cell under the current date. Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. Click [Refresh Tasks] and validate that there is a "Med Admin" task in the 'Unscheduled' column for "Order Code A" due today. Access the Order Entry Console. Select "Order Code A" from the 'Order grid' and click [D/C]. Set the 'Discontinue Date' field to "T-1", click [Add to Scratchpad] and click [Sign]. Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. Click [Refresh Tasks] and validate that there is no longer a "Med Admin" task in the 'Unscheduled' column for "Order Code A". Task List - PRN Tasks and PRN "Med Admin" Tasks Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Task Associations Task Frequency Task List Dialog Scenario 1: Task List - PRN Task - Order Entry - Order Code Without Reason Modifier Specific Setup: Avatar CWS 2022 Update 98, Avatar CareFabric 2022 Update 76, Avatar NX Releases 2022.10.00 and 2022.11.00, and a future Avatar eMAR 2022 update are needed in order to utilize full functionality. A pharmacy-type order code must exist. (Order Code A) 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 Access the 'Task Frequency' form. Select "Add" from the 'Add/Edit Frequency' field. Set the 'New Task Frequency Code' field to "TestPRN". Set the 'Task Frequency Description' field to "Test PRN Frequency - Min 4 hours". Select "Unscheduled" in the 'Type of Frequency' field. Select "PRN" from the 'Priority' field. Set the 'PRN Period' field to "1". Select "Days" in the 'PRN Period Units" field. Set the 'Minimum time between performed tasks' field to "4". Select "Hours" in the 'Minimum time between performed tasks unit' field and click [Submit] Validate a message is displayed that states: "Task Frequency has completed. Do you wish to return to form?" and click [No]. Access the 'Task Definitions' form. Select "Add" from the 'Add/Edit Task Definition' field. Set the 'New Task Code' field to "PRNOEOC". Set the 'Task Title' field to "PRN Task - Order Entry - Order Code". Select "Yes" in the 'Override Originating Task Details' field. Select "Test PRN Frequency - Min 4 hours (TestPRN)" from the 'Default Frequency' field and click [Submit]. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No]. Access the 'Task Associations' form. Select "Task Definition" from the 'Task Type' field. Search for and select "PRN Task - Order Entry - Order Code (PRNOEOC)" from the 'Task Group/Definition' field. Select "Add" from the 'Add/Edit/Delete Association' field. Select "Order Entry" from the 'Order Event' field. Search for and select "Order Code A" from the 'Order Code' field. Click [Update Associations] and [Submit]. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No]. Select "Client A" and access the Order Entry Console. Search for and select "Order Code A" from the 'New Order' field. Fill out all required fields click [Add to Scratchpad] and then [Sign]. Validate the 'Order grid' contains an order for "Order Code A". Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. Hover over the '(#) PRN TASKS' field to see all current PRN tasks and validate a task for "PRN Task - Order Entry - Order Code" is shown and that its next available time is "Now". Click [(#) PRN Tasks] to lock the screen in place and then click [Complete] for the "PRN Task - Order Entry - Order Code" task. Validate the 'Complete Date' and 'Complete Time' fields are equal to the current date/time and click [Save]. Click [(#) PRN Tasks] and validate that the next available time is set to 4 hours from the current time for the "PRN Task - Order Entry - Order Code" task and that there is no green dot next to the task. Scenario 2: Task List - PRN Task - Order Entry - Order Code With Reason Modifier Specific Setup: Avatar CWS 2022 Update 98, Avatar CareFabric 2022 Update 76, Avatar NX Releases 2022.10.00 and 2022.11.00, and a future Avatar eMAR 2022 update are needed in order to utilize full functionality. A pharmacy-type order code must exist. (Order Code A) A frequency code with a "PRN" priority must exist. (Frequency Code A) A reason code must exist. (Reason Code A) 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 Access the 'Task Definitions' form. Select "Add" from the 'Add/Edit Task Definition' field. Set the 'New Task Code' field to "PRNOEOCRM". Set the 'Task Title' field to "PRN Task - Order Entry-Order Code w/ RM". Select "No" in the 'Override Originating Task Details' field and click [Submit]. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No]. Access the 'Task Associations' form. Select "Task Definition" from the 'Task Type' field. Search for and select "PRN Task - Order Entry-Order Code w/ RM (PRNOEOCRM)" from the 'Task Group/Definition' field. Select "Add" from the 'Add/Edit/Delete Association' field. Select "Order Entry" from the 'Order Event' field. Search for and select "Order Code A" from the 'Order Code' field. Select "Reason Code A" from the 'Reason Modifier(s)' field. Click [Update Associations] and [Submit]. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No]. Select "Client A" and access the Order Entry Console. Search for and select "Order Code A" from the 'New Order' field. Select "Frequency Code A" from the 'Freq' field. Fill out all remaining required fields click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "Order Code A". Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. Hover over the "(#) PRN Meds' field and validate that the order for "Order Code A" is shown and that it states "Navigate to MAR to complete". Hover over the '(#) PRN Tasks' field to see all current 'PRN' tasks and validate there in no task for "PRN Task - Order Entry-Order Code w/ RM" shown. Access the Order Entry Console. Select "Order Code A" from the 'Order grid' and then click [Modify]. Select "Reason Code A" from the 'Reason' field. Click [Add to Scratchpad] and [Sign]. Access the 'Task List' widget. Hover over the "(#) PRN Meds' field and validate that just one order for "Order Code A" is shown and that it states "Navigate to MAR to complete". Hover over the '(#) PRN Tasks' field to see all current 'PRN' tasks and validate there is a task for "PRN Task - Order Entry-Order Code w/ RM" shown. Access the Order Entry Console. Select "Order Code A" and click [D/C]. Click [Add to Scratchpad] and [Sign]. Access the 'Task List' widget. Hover over the "(#) PRN Meds' field and validate that no order for "Order Code A" is shown. Hover over the '(#) PRN Tasks' field to see all current 'PRN' tasks and validate there is no longer a task for "PRN Task - Order Entry-Order Code w/ RM" shown. Scenario 3: Task List - PRN Task - Pre-Administration - Route Specific Setup: Avatar CWS 2022 Update 98, Avatar CareFabric 2022 Update 76, Avatar NX Releases 2022.10.00 and 2022.11.00, and a future Avatar eMAR 2022 update are needed in order to utilize full functionality. A route associated with pharmacy type orders must exist. (Route A) Three pharmacy order codes who's route is "Route A" must exist. (Order Code A) (Order Code B) (Order Code C) A PRN priority frequency code must exist. (Frequency Code A) 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 Access the 'Task Definitions' form. Select "Add" from the 'Add/Edit Task Definition' field. Set the 'New Task Code' field to "PRNPAR". Set the 'Task Title' field to "PRN Task - Pre-Administration - Route". Click [No] from the 'Override Originating Task Details' field and click [Submit]. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No]. Access the 'Task Associations' form. Select "Task Definition" from the 'Task Type' field. Search for and select "PRN Task - Pre-Administration - Route (PRNPAR)" from the 'Task Group/Definition' field. Select "Add" from the 'Add/Edit/Delete Association' field. Select "Pre-Administration" from the 'Order Event' field. Select "Route A" from the 'Route of Administration' field. Click [No] from the 'Warn in eMAR when pre-admin assessment is not completed' field. Click [Update Associations] and [Submit]. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No]. Select "Client A" and access the Order Entry Console. Search for and select "Order Code A" from the 'New Order' field. Select "Frequency Code A" from the 'Freq' field. Fill out all remaining required fields click [Add to Scratchpad]. Search for and select "Order Code B" from the 'New Order' field. Select "Frequency Code A" from the 'Freq' field. Fill out all remaining required fields click [Add to Scratchpad]. Search for and select "Order Code C" from the 'New Order' field. Select "Frequency Code A" from the 'Freq' field. Fill out all remaining required fields click [Add to Scratchpad] and then [Sign]. Validate the 'Order grid' contains an order for "Order Code A", "Order Code B" and "Order Code C". Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. Hover over the '(#) PRN TASKS' field to see all current PRN tasks and validate that only one task for "PRN Task - Pre-Administration - Route" is shown and that its next available time is "Now". Access the Order Entry Console. Select "Order Code B" form the Order grid, click [D/C] click [Add to Scratchpad] and click [sign]. Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. Hover over the '(#) PRN TASKS' field to see all current PRN tasks and validate that there is still only one task for "PRN Task - Pre-Administration - Route" shown. Scenario 4: Task List - PRN Task - Administration - Reason Specific Setup: Avatar CWS 2022 Update 98, Avatar CareFabric 2022 Update 76, Avatar NX Releases 2022.10.00 and 2022.11.00, and a future Avatar eMAR 2022 update are needed in order to utilize full functionality. A reason code must exist. (Reason Code A) a pharmacy type order code must exist. (Order Code A) An NDC for "Order Code A" must be noted. A PRN priority frequency code must exist. (Frequency Code A) 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 Access the 'Task Definitions' form. Select "Add" from the 'Add/Edit Task Definition' field. Set the 'New Task Code' field to "PRNAR". Set the 'Task Title' field to "PRN Task - Administration - Reason". Click [No] from the 'Override Originating Task Details' field and click [Submit]. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No]. Access the 'Task Associations' form. Select "Task Definition" from the 'Task Type' field. Search for and select "PRN Task - Administration - Reason (PRNAR)" from the 'Task Group/Definition' field. Select "Add" from the 'Add/Edit/Delete Association' field. Select "Administration" from the 'Order Event' field. Select "Reason Code A" from the 'Reason' field. Set the 'Offset' field to "10". Click [Minutes] from the 'Offset Units' field. Select "Frequency Code A" from the 'Frequency' field. Set the 'Duration' field to "4". Click [Hours] from the 'Duration Units' field. Click [Update Associations] and [Submit]. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No]. Select "Client A" and access the Order Entry Console. Search for and select "Order Code A" from the 'New Order' field. Select "Reason Code A" from the 'Reason' field. Select "Frequency Code A" from the 'Freq' field. Fill out all remaining required fields. Click [Add to Scratchpad] and then [Sign]. Validate the 'Order grid' contains an order for "Order Code A". Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. Hover over the '(#)PRN Meds' field and validate that one is showing for "Order Code A" Hover over the '(#) PRN Tasks' field to see all current PRN tasks and validate no task for "PRN Task - Administration - Reason" is shown. Access the eMAR tab. Validate that an order for "Order Code A" is displayed with no hours of administration under the current date. Double-click the first cell under the current date. Complete 'Order Acknowledgment' and 'Client Education'. Validate that the 'Administration Event' dialog is displayed. Set the 'Med ID' field to "Order Code A's" NDC. Select "Nurse Administered" in the 'Administration Event' field. Check the 'Accept administration information entered' checkbox Click [OK]. Validate that the first cell under the current date for the order created using "Order Code A" displays the amount given and time given. Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. Hover over the '(#) PRN Tasks' field to see all current PRN tasks and validate there is now a task for "PRN Task - Administration - Reason" shown. Scenario 5: Task List - PRN Task - Administration - Primary Name Med Specific Setup: Avatar CWS 2022 Update 98, Avatar CareFabric 2022 Update 76, Avatar NX Releases 2022.10.00 and 2022.11.00, and a future Avatar eMAR 2022 update are needed in order to utilize full functionality. A Primary Name (Medication) must be known. (Primary Name A) An order code for "Primary Name A" must exist. (Order Code A) An NDC for "Order Code A" must be noted. A PRN priority frequency code must exist. (Frequency Code A) 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 Access the 'Task Definitions' form. Select "Add" from the 'Add/Edit Task Definition' field. Set the 'New Task Code' field to "PRNAPM". Set the 'Task Title' field to "PRN Task - Administration - Primary Med". Select "No" in the 'Override Originating Task Details' field and click [Submit]. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No]. Access the 'Task Associations' form. Select "Task Definition" from the 'Task Type' field. Search for and select "PRN Task - Administration - Primary Med (PRNAPM)" from the 'Task Group/Definition' field. Select "Add" from the 'Add/Edit/Delete Association' field. Select "Administration" from the 'Order Event' field. Select "Primary Name A" from the 'Primary Name (Medication)' field. Set the 'Offset' field to "15". Select "Minutes" in the 'Offset Units' field. Select "Frequency Code A" from the 'Frequency' field. Set the 'Duration' field to "1". Select "Calendar Days" in the 'Duration Units' field. Click [Update Associations] and [Submit]. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No]. Select "Client A" and access the Order Entry Console. Search for and select "Order Code A" from the 'New Order' field. Select "Frequency Code A" from the 'Freq' field. Fill out all remaining required fields. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "Order Code A". Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. Hover over the '(#)PRN Meds' field and validate that one is showing for "Order Code A" Hover over the '(#) PRN Tasks' field to see all current PRN tasks and validate no task for "PRN Task - Administration - Primary Med" is shown. Access the 'eMAR' widget. Validate that an order for "Order Code A" is displayed with no hours of administration under the current date. Complete 'Order Acknowledgment' and 'Client Education'. Double-click the first cell under the current date. Validate that the 'Administration Event' dialog is displayed. Set the 'Med ID' field to "Order Code A's" NDC. Select "Nurse Administered" in the 'Administration Event' field. Check the 'Accept administration information entered' checkbox Click [OK]. Validate that the first cell under the current date for the order created using "Order Code A" displays the amount given and time given. Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. Hover over the '(#) PRN Tasks' field to see all current PRN tasks and validate there is now a task for "PRN Task - Administration - Primary Med" shown and that its next available time is set to 15 minutes after the administration of "Order Code A". Client Merge / Delete Last Movement - Target Client Has Active Tasks Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Standing Task Configuration Delete Last Movement Scenario 1: Client Merge/Delete Last Movement - Target Source With Active Task Specific Setup: The 'Avatar PM->System Maintenance->Client Maintenance->->->Prevent Delete Admission Movement on Clients with Clinical Data' 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 outpatient episode. (Client A) A frequency code with scheduled hours of administration, every hour, must exist. (Frequency Code A) An inpatient program must exist. (Program A) A task must be set up in the 'Task Definitions' form. (Task A) The following must be configured in the 'Standing Task Configuration' form: 'Program' = "Program A" 'Task Group/Definition' = "Task A" 'Frequency' = "Every Hour" 'Duration' = "Frequency Code A" 'Duration Units' = "Hours" Steps Access the 'Admission' form. Enter a value in the 'First Name' and 'Last Name' fields. Select a value from the 'Sex' field. Enter a value in the 'Social Security Number' field and the 'Date of Birth' field. Click [Search] and [New Client]. Validate a message is displayed that states: "Auto Assign Next ID Number?" and click [Yes]. Select "Program A" from the 'Program' field. Complete all other required fields and click [Submit]. Validate that the new client has been admitted. (Client B) Access the 'Task List' widget. Search for and select "Client B" from the 'Search Patients' field. Validate that one, "Task A", task is created under the next four hours. Access the 'Client Merge' form. Set the 'Source Client' field to "Client A". Set the 'Target Client' field to "Client B". Select the active outpatient episode from the 'Source Client Episode' field and click [File]. Validate a message is displayed stating "Do you wish to continue with the indicated action?" appears and click [Yes]. Validate a message id displayed stating "The following new episode has been created for the target client indicated. Episode 2" appears and click [OK]. Access the 'Delete Last Movement' form. Search for and select "Client B". Validate a message is displayed stating "Deletion of any movement will remove the client from any bed they may be in. If a client needs to be in a bed, it needs to be entered via Unit/Room/Bed Assignment." appears and click [OK]. Select "Episode 2" from the 'Episode Number' field and click [Submit]. Validate a message is displayed stating "You are about to delete an Admission movement for episode 2. Do you want to continue?" appears and click [Yes]. Task List - Follow-Up Reminders Scenario 1: Neither Reason Code Nor Order Code Have A Set Time Interval - Both Are Set With A Follow-Up And Have Different Headers Specific Setup: Avatar CWS 2022 Update 98, Avatar CareFabric 2022 Update 76, Avatar NX Releases 2022.10.00 and 2022.11.00, and a future Avatar eMAR 2022 update are needed in order to utilize full functionality. There must be at least two values defined in the Order Entry Tabled Files '(10138) eMAR Follow-Up Reminder Heading' dictionary. (Heading A, and Heading B) There must be at least one value defined in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary. (Reason Code A) The following extended attributes must be set in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary for “Reason Code A”: ‘(536) Generate eMAR Follow-Up Reminders’ = “Yes” ‘(537) Time Interval For eMAR Follow-Up Reminders’ = “” ‘(10138) eMAR Follow-Up Reminder Heading’ = “Heading A” Please log out of the application and log back in after completing the above configuration. A pharmacy-type order code must exist with the following configuration (Order Code A): ‘Generate eMAR Follow-Up Reminders’ = “Yes” ‘Time Interval For eMAR Follow-Up Reminders’ = “” ‘eMAR Follow-Up Reminder Heading’ = “Heading B” A NDC for "Order Code A" must be noted. A frequency code with no set hours of administration must exist. (Frequency Code A) 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 Select "Client A" and access the Order Entry Console. Search for and select "Order Code A" from the 'New Order' field. Select "Reason Code A" from the 'Reason Code' field. Select "Frequency Code A" from the 'Frequency' field. Fill out any remaining required fields. Click [Add to Scratchpad] and [Sign]. Access the 'eMAR' widget. Validate that an order for "Order Code A" is displayed with no hours of administration under the current date. Double-click the first cell under the current date. Complete 'Order Acknowledgment' and 'Client Education'. Validate that the 'Administration Event' dialog is displayed. Set the 'Med ID' field to "Order Code A's" NDC. Select "Nurse Administered" in the 'Administration Event' field. Check the 'Accept administration information entered' checkbox Click [OK]. Validate that the first cell under the current date for the order created using "Order Code A" displays the amount given and time given. Validate that only one 'Follow-up' row exists for "Order Code A" with "Follow-Up: Heading B" visible in the 'Order Description'. Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. Validate that there is a "Med Admin Follow-up" task for "Order Code A" under the 'Unscheduled' column. Scenario 2: Reason Code Set With Follow-Up, Time Interval And Header - Order Code Set With Follow-Up, No Time Interval And Header Specific Setup: Avatar CWS 2022 Update 98, Avatar CareFabric 2022 Update 76, Avatar NX Releases 2022.10.00 and 2022.11.00, and a future Avatar eMAR 2022 update are needed in order to utilize full functionality. There must be at least two values defined in the Order Entry Tabled Files '(10138) eMAR Follow-Up Reminder Heading' dictionary. (Heading A, and Heading B) There must be at least one value defined in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary. (Reason Code A) The following extended attributes must be set in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary for “Reason Code A”: ‘(536) Generate eMAR Follow-Up Reminders’ = “Yes” ‘(537) Time Interval For eMAR Follow-Up Reminders’ = “15” ‘(10138) eMAR Follow-Up Reminder Heading’ = “Heading A” Please log out of the application and log back in after completing the above configuration. A pharmacy-type order code must exist with the following configuration (Order Code A): ‘Generate eMAR Follow-Up Reminders’ = “Yes” ‘Time Interval For eMAR Follow-Up Reminders’ = “” ‘eMAR Follow-Up Reminder Heading’ = “Heading B” A NDC for "Order Code A" must be noted. A frequency code with no set hours of administration must exist. (Frequency Code A) 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 Select "Client A" and access the Order Entry Console. Search for and select "Order Code A" from the 'New Order' field. Select "Reason Code A" from the 'Reason Code' field. Select "Frequency Code A" from the 'Frequency' field. Fill out any remaining required fields. Click [Add to Scratchpad] and [Sign]. Access the 'eMAR' widget. Validate that an order for "Order Code A" is displayed with no hours of administration under the current date. Double-click the first cell under the current date. Complete 'Order Acknowledgment' and 'Client Education'. Validate that the 'Administration Event' dialog is displayed. Set the 'Med ID' field to "Order Code A's" NDC. Select "Nurse Administered" in the 'Administration Event' field. Check the 'Accept administration information entered' checkbox and click [OK]. Validate that the first cell under the current date for the order created using "Order Code A" displays the amount given and time given. Validate that a 'Follow-up' row exists for "Order Code A" with "Follow-Up: Heading A" visible in the 'Order Description'. Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. Validate that there is a scheduled "Med Admin Follow-up" task for "Order Code A" Scenario 3: Task List - Give Initial Dose Now - Follow-Up Validation on the "One Time Only" child order Specific Setup: Avatar CWS 2022 Update 98, Avatar CareFabric 2022 Update 76, Avatar NX Releases 2022.10.00 and 2022.11.00, and a future Avatar eMAR 2022 update are needed in order to utilize full functionality. A pharmacy-type order code must exist with the following configuration (Order Code A): ‘Generate eMAR Follow-Up Reminders’ = “Yes” ‘Time Interval For eMAR Follow-Up Reminders’ = “” A NDC for "Order Code A" must be noted. A twice daily frequency code with scheduled hours of administration at "0900" and "2100" must exist. (Frequency Code A) 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 Select "Client A" and access the Order Entry Console. Search for and select "Order Code A" from the 'New Order' field. Select "Frequency Code A" from the 'Frequency' field. Click [Yes] for "Give Initial Dose Now" and validate that the 'Confirm Dose Times' dialog pops up. Select "Ok to Administer" from the 'Select One' field and click [Save]. Fill out any remaining required fields. Click [Add to Scratchpad] and [Sign]. Access the 'eMAR' widget. Validate that an order for "Order Code A" is displayed and that it shows "One Time Only" and "Give Initial Dose Now". Validate that there is one cell with hours of administration under the current date. Double-click the first cell under the current date. Complete 'Order Acknowledgment' and 'Client Education'. Validate that the 'Administration Event' dialog is displayed. Set the 'Med ID' field to "Order Code A's" NDC. Select "Nurse Administered" in the 'Administration Event' field. Check the 'Accept administration information entered' checkbox and click [OK]. Validate that the first cell under the current date for the order created using "Order Code A" displays the amount given and time given. Validate that only one 'Follow-up' row exists for "Order Code A" visible in the 'Order Description'. Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. Validate that there is a "Med Admin Follow-up" task for "Order Code A" under the 'Unscheduled' column. Validate the follow-up task for "Order Code A" contains "Order was created via "Give Initial Dose Now from order #". Task List - Standing Tasks on Admission Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Standing Task Configuration Scenario 1: Task List - Generate Task upon Admission through Standing Task Configuration Specific Setup: The 'Avatar CWS->Task List->->->->Number of Hours to Display Overdue Tasks for' registry setting must be set to "48". Please log out of the application and log back in after completing the above configuration. A program or unit must exist. (Program A) Steps Access the 'Task Definitions' form. Select "Add" from the 'Add/Edit Task Definition' field. Set the 'New Task Code' field to "Standing" and press Tab. Set the 'Task Title' field to "Standing Task Example" and click [Submit]. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [Yes]. Select "Add" from the 'Add/Edit Task Definition' field. Set the 'New Task Code' field to "Standing2" and press Tab. Set the 'Task Title' field to "Standing Task Example 2" and click [Submit]. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No]. Access the 'Standing Task Configuration' form. Select "Program A" from the 'Program' field. Select "Add" from the 'Add/Edit/Remove Task' field. Select "Task Definition" from the 'Task Type' field. Search for and select "Standing Task Example (Standing)" from the 'Task Group/Definition' field. Search for and select "ONE TIME ONLY (OTO)" from the 'Frequency' field. Click [Update Program]. Select "Add" from the 'Add/Edit/Remove Task' field. Select "Task Definition" from the 'Task Type' field. Search for and select "Standing Task Example 2 (Standing2)" from the 'Task Group/Definition' field. Search for and select "Every Hour (Q1H)" from the 'Frequency' field. Click [Update Program] and [Submit]. Validate a message is displayed that states: "Standing Task Configuration has completed. Do you wish to return to form?" and click [No]. Access the 'Admission' form. Enter a value in the 'First Name' and 'Last Name' fields. Select a value in the 'Sex' field. Enter a value in the 'Social Security Number' field and the 'Date of Birth' field. Click [Search] and [New Client]. Validate a message is displayed that states: "Auto Assign Next ID Number?" and click [Yes]. Set the 'Preadmit/Admission Date' field to "T-3". Select "Program A" from the 'Program' field. Complete all other required fields and click [Submit]. Access the 'Task List' widget. Search for and select the new client from the 'Search Patients' field. Validate that one "Standing Task Example" task, is created in the 'Unscheduled' field. Validate that one "Standing Task Example 2" task, is created under every future hour and there are 48 "Standing Task Example 2" tasks in the 'Overdue' field. Task List Import/Export Form - Task Frequencies Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Task List Export/Import Scenario 1: Task List Export/Import Form - Task Frequencies Specific Setup: Avatar CWS 2022 Update 98, Avatar CareFabric 2022 Update 76, Avatar NX Releases 2022.10.00 and 2022.11.00, and a future Avatar eMAR 2022 update are needed in order to utilize full functionality. Steps Access the 'Task List Export/Import' form. Select "Specific Task Type" from the 'Export All/Selected Task Types' field. Select "Task Frequencies" form the 'Task Types to Export' field. Select "Export All" from the 'Export All Task Frequencies' field. Click [Export Selected Task Items] and confirm a "TaskListExport (#).XML" file is downloaded. Click [Import Tasks] and then click [Select File To Import]. Select the recently downloaded "TaskListExport (#).XML" file and then click [Validate Import File]. Confirm that the 'Validation Results' field contains "Validation completed with no Errors or Warnings.". Click [Post Import File], confirm the dialog states "File Posted Successfully" and click [OK]. Click [Discard], validate the 'Confirm Close' dialog states "Are you sure you want to Close without saving" and click [Yes]. Task List - Task Definition - Override Originating Details Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Task Shift Task Frequency Task Associations Scenario 1: Task List - Task Shift Validation Specific Setup: A task shift must be set up in the 'Task' Shift form. (Task Shift A) A task frequency that is associated to "Task Shift A" via the 'Task Frequency' form must exist. (Task Frequency A) A task definition with the following attributes must be set via the 'Task Definition' form (Task A): 'Override Originating Task Details = "Yes". 'Default Frequency = "Task Frequency A". An order code must exist. (Order Code A) "Task A" must be associated on order entry to "Order Code A" via the 'Task Associations' form. 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 Select "Client A" and access the Order Entry Console. Search for and select "Order Code A" from the 'New Order' field. Set the 'Duration' field to "4" and click [Days]. Set the 'Start Date' field to "T-3". Fill out all remaining required fields. Click [Add to Scratchpad] and then [Sign]. Validate the Order grid contains an order for "Order Code A". Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. Validate there is a "Nursing Shift 1 Task, 3 Times/Day" task in the 'Unscheduled' column. Access the Order Entry Console. Select the order for "Order Code A" and click [D/C]. Set the 'Discontinue Date' field to "T-1" and click [Add to Scratchpad]. Search for and select "Order Code A" from the 'New Order' field. Fill out all remaining required fields. Click [Add to Scratchpad] and then [Sign]. Validate the Order grid contains only 1 order for "Order Code A". Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. Validate there is only one "Nursing Shift 1 Task, 3 Times/Day" task in the 'Unscheduled' column. Scenario 2: Task List - Creating a Scheduled Task with set Hours of Administration - Override Originating Task Details = yes Specific Setup: A pharmacy-type order code must exist. (Order Code A) A frequency code with a "Routine" priority with set hours of administration at: "0000", "0200", "0400", "0600", "0800", "1000", "1200", "1400", "1600", "1800", "2000", "2200" must exist. (Frequency Code A) 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 Access the 'Task Frequency' form. Select "Add" from the 'Add/Edit Frequency' field. Set the 'New Task Frequency Code' field to "Q2HS". Set the 'Task Frequency Description' field to "Every 2 Hours, Set". Select "Frequency Code A" from the 'Related Order Entry Frequency Code' field and click [Submit]. Validate a message is displayed that states: "Task Frequency has completed. Do you wish to return to form?" and click [No]. Please log out and then log back in. Access the 'Task Definitions' form. Select "Add" from the 'Add/Edit Task Definition' field. Set the 'New Task Code' field to "E2HS". Set the 'Task Title' field to "Every 2 Hours, Set". Select "Yes" in the 'Override Originating Task Details' field. Select "Every 2 Hours, Set (Q2HS)" from the 'Default Frequency' field and click [Submit]. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No]. Access the 'Task Associations' form. Select "Task Definition" from the 'Task Type' field. Search for and select "Every 2 Hours, Set (E2HS)" from the 'Task Group/Definition' field. Select "Add" from the 'Add/Edit/Delete Association' field. Select "Order Entry" from the 'Order Event' field. Select "Order Code A" from the 'Order Code' field. Click [Update Associations] and [Submit]. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No]. Select "Client A" and access the Order Entry Console. Search for and select "Order Code A" from the 'New Order' field. Set the 'Duration' field to "6" and click [Hours]. Fill out all remaining required fields. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "Order Code A". Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. Validate that only three "Every Two Hours, Set" tasks were generated, one under each of the three closest even hour columns. Task List - Duplicate Tasks Being Generated and Scheduled Tasks Showing as "Unscheduled" Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Task Associations Scenario 1: Task List - Create Unscheduled Task Specific Setup: The ‘(524) Require Hours of Administration for Routine Orders' extended attribute must be set to “Hours of Administration are not required for Routine Orders” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”. A pharmacy-type order code must exist. (Order Code A) A "Daily", unscheduled frequency code must exist. (Frequency Code A) 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 Access the 'Task Definitions' form. Select "Add" from the 'Add/Edit Task Definition' field. Set the 'New Task Code' field to "Unschedule" and press Tab. Set the 'Task Title' field to "Unscheduled Task" and click [Submit]. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No]. Access the 'Task Associations' form. Select "Task Definition" from the 'Task Type' field. Search for and select "Unscheduled Task (Unschedule)" from the 'Task Group/Definition' field. Select "Add" from the 'Add/Edit/Delete Association' field. Select "Order Entry" from the 'Order Event' field. Search for and select "Order Code A" from the 'Order Code' field. Click [Update Associations] and [Submit]. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No]. Select "Client A" and access the Order Entry Console. Search for and select "Order Code A" from the 'New Order' field. Set the 'Dose' field to "1". Select "Tablet" from the 'Dose Unit' field. Select "Frequency Code A" from the 'Freq' field. Set the 'Duration' field to "3" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "Order Code A". Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. Validate that an "Unscheduled Task" task appears under the 'Unscheduled' column. Select the first "Unscheduled Task" task. Validate the 'Due' field contains the current date and no time. Access the Order Entry Console. Select "Order Code A" from the 'Order grid' and click [Modify]. Set the 'Start Date' field to "T-3". Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains the modified order for "Order Code A". Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. Validate that no "Unscheduled Task" tasks appear under the 'Unscheduled' column. Scenario 2: Task List - Task Set with Default Timed Frequency Associated to Order Without a Frequency Specific Setup: Avatar CWS 2022 Update 98, Avatar CareFabric 2022 Update 76, Avatar NX Releases 2022.10.00 and 2022.11.00, and a future Avatar eMAR 2022 update are needed in order to utilize full functionality. A lab-type order code must exist. (Lab A) A frequency code with a "Routine" priority and set hours of administration of "0900" and "2100" must exist. (Frequency Code A) A "PRN" frequency code must exist. (Frequency Code B) 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 Access the 'Task Definitions' form. Select "Add" from the 'Add/Edit Task Definition' field. Set the 'New Task Code' field to "LABTask". Set the 'Task Title' field to "Lab Order Task". Select "Yes" in the 'Override Originating Task Details' field. Select "Frequency Code A" from the 'Default Frequency' field and click [Submit]. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No]. Access the 'Task Associations' form. Select "Task Definition" from the 'Task Type' field. Search for and select "Lab Order Task (LABTask)" from the 'Task Group/Definition' field. Select "Add" from the 'Add/Edit/Delete Association' field. Select "Order Entry" from the 'Order Event' field. Select "Lab A" from the 'Order Code' field. Click [Update Associations] and [Submit]. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No]. Select "Client A" and access the Order Entry Console. Search for and select "Lab A" from the 'New Order' field. Do not select any frequency from the 'Frequency' field. Fill out all remaining required fields. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "Lab A". Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. Navigate to future hours and verify that there is a "Lab Order Task" under the "2100" and "0900" columns. Hover the mouse over the "Lab Order Task" and validate that it shows "(Frequency Code A)" and that the due time matches to the column it is underneath. Access the Order Entry Console. Select "Lab A" from the 'Order grid' and click [Modify]. Select "Frequency Code B" from the 'Frequency' field. Click [Add to Scratchpad] and [Sign]. Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. Validate that there is no "Lab Order Task" under any scheduled columns. Hover the mouse over "(#) PRN Tasks" and validate that under the "Lab" category there is a task for "Complete Blood Count" and that it states "Navigate to MAR to complete". Validate that under the "Uncategorized" category there is a "Complete Blood Count Task" whose next available completion time in "Now".	Topics • myAvatar/myAvatar NX • NX • Task List • Client Merge • Order Entry Console
Update 113 Summary \| Details Progress Notes - Chart View Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Guarantors/Payors Service Codes Financial Eligibility Managed Care Authorizations Program Maintenance Progress Notes (Group and Individual) Client Charge Input Scenario 1: 'Progress Notes (Group and Individual)' - New Service - Validate Chart View for Split Service Functionality Specific Setup: The logged in user is associated with a practitioner. The 'Suppress To-Do Items Prior To Date' registry setting does not contain a value. The 'Require Authorizations At Guarantors/Payors Level' registry setting is disabled. The 'Exclude Services If No Progress Notes' registry setting is enabled. The 'Enable Progress Notes By Program Requirement' registry setting is enabled. A guarantor is defined in 'Guarantors/Payors' that has the following (Guarantor A): "Check for Available Units" selected in the 'Verify Services and Appointments Against Available Authorizations' field. "Yes" selected in the 'Split Service If The Authorization Does Not Cover Units' field A service code is defined with the following (Service Code A): "User Defined" selected in the 'Type Of Fee' field "10" entered in the 'Minutes per Unit' field A fee is entered in 'Service Fee/Cross Reference Maintenance' for this service code A program is defined in 'Program Maintenance' that has "Service Code A" associated to it (Program A). The "Workflow Service Setup" section of the 'Set System Defaults' form must be configured for "Service Code A", "Program A", "Program A" and has "Service Provider" selected in the 'Send To Do Item To Which Staff Member' field. A client is enrolled in "Program A" and has the following on file: "Guarantor A" selected as the primary guarantor in 'Financial Eligibility'. A record on file in 'Managed Care Authorizations' with the following: "4" entered for 'Maximum Units' The 'Authorization Number' must be populated Steps Select "Client A" and access the 'Progress Notes (Group and Individual)' form. Select any value in the 'Select Episode' field. Select "New Service" in the 'Progress Notes For' field. Select any value in the 'Note Type' field. Enter any value in the 'Notes Field' field. Select the logged in practitioner in the 'Practitioner' field. Enter the current date in the 'Date Of Service' field. Select "Service Code A" in the 'Service Charge Code' field. Validate the 'Service Program' field contains "Program A". Enter "60" in the 'Service Duration' field. Select "Final" in the 'Draft/Final' field. Click [File Note]. Validate a 'Progress Notes message' is displayed stating: "Note Filed". Click [OK] and close the form. Double click on "Client A" in the 'My Clients' widget. Validate the 'Chart View' is displayed. Select "Progress Note" from the left-hand side. Validate the Progress Note Report page contains the service created in the previous steps. Validate the 'Service Duration', 'Split service duration' and 'Total Duration' fields are displayed. Validate the 'Service Duration' field contains "40". Validate the 'Split service duration' field contains "20". Validate the 'Total Duration' field contains "60". Close the Chart. Scenario 2: 'Progress Notes (Group and Individual)' - Existing Service - Validate Chart View for Split Service Functionality Specific Setup: The logged in user is associated with a practitioner. The 'Suppress To-Do Items Prior To Date' registry setting does not contain a value. The 'Require Authorizations At Guarantors/Payors Level' registry setting is disabled. The 'Exclude Services If No Progress Notes' registry setting is enabled. The 'Enable Progress Notes By Program Requirement' registry setting is enabled. A guarantor is defined in 'Guarantors/Payors' that has the following (Guarantor A): "Check for Available Units" selected in the 'Verify Services and Appointments Against Available Authorizations' field. "Yes" selected in the 'Split Service If The Authorization Does Not Cover Units' field A service code is defined with the following (Service Code A): "User Defined" selected in the 'Type Of Fee' field "10" entered in the 'Minutes per Unit' field A fee is entered in 'Service Fee/Cross Reference Maintenance' for this service code A program is defined in 'Program Maintenance' that has "Service Code A" associated to it (Program A). The "Workflow Service Setup" section of the 'Set System Defaults' form must be configured for "Service Code A", "Program A", "Program A" and has "Service Provider" selected in the 'Send To Do Item To Which Staff Member' field. A client is enrolled in "Program A" and has the following on file: "Guarantor A" selected as the primary guarantor in 'Financial Eligibility'. A record on file in 'Managed Care Authorizations' with the following: "4" entered for 'Maximum Units' The 'Authorization Number' must be populated Steps Access the 'Client Charge Input' form. Enter the desired date in the 'Date Of Service' field. Select "Service Code A" in the 'Service Code' field. Select "Client A" in the 'Client ID' field. Validate "Program A" is selected in the 'Program' field. Enter "60" in the 'Duration (Minutes)' field. Click [Submit] and close the form. Select "Client A" and access the 'Progress Notes (Group and Individual)' form. Select any value in the 'Select Episode' field. Select "Existing Service" in the 'Progress Notes For' field. Select the service created in the previous steps in the 'Note Addresses Which Existing Service/Appointment' field. Select any value in the 'Note Type' field. Enter any value in the 'Notes Field' field. Validate the 'Service Charge Code' field contains "Service Code A". Validate the 'Service Program' field contains "Program A". Validate the 'Service Duration' field contains "60". Select "Final" in the 'Draft/Final' field. Click [File Note]. Validate a 'Progress Notes message' is displayed stating: "Note Filed". Click [OK] and close the form. Double click on "Client A" in the 'My Clients' widget. Validate the 'Chart View' is displayed. Select "Progress Note" from the left-hand side. Validate the Progress Note Report page contains the service created in the previous steps. Validate the 'Service Duration', 'Split service duration' and 'Total Duration' fields are displayed. Validate the 'Service Duration' field contains "40". Validate the 'Split service duration' field contains "20". Validate the 'Total Duration' field contains "60". Close the Chart.	Topics • Progress Notes
Update 115 Summary \| Details Lab results voided in Avatar will not be visible in RxConnect Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Results Entry Patient Profile.Lab Results Void Results Scenario 1: Validate Lab results voided in Avatar do not display in RxConnect Steps Go to Avatar OE and create a lab order on a patient. Open the 'Results Entry' form, select the lab order, enter result values, and click [File Header Info]. Open the 'Review Results' form, select the result, and click [Submit]. Launch RxConnect, go to Patient Profile, and click 'Lab Results' tab. Validate the 'Observation' column contains "the desired lab result". Go to Avatar, select the desired patient, and open the 'Void Results' form. On the 'Void Results' form, use the 'Order Result Filter' to find the result, click [Display Result List/Select Result to Void] and click [Submit]. Go to RxConnect Patient Profile Lab Results tab. Click [Refresh] and validate the 'Observation' column does not contain "the desired lab result".	Topics • Void Results
Update 117 Summary \| Details Treatment Plan - Event Logic Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Site Specific Section Modeling (CWS) Treatment Plan Number 14 - Objectives and Interventions Treatment Plan Number 2 Treatment Plan TO DO'S Scenario 1: Treatment Plan - Validate event logic Specific Setup: A client is enrolled in an existing episode and has a problem filed in the 'Problem List' form (Client A). 'Treatment Plan' form must exist with the following defined in 'Site Specific Section Modeling': The 'Strengths', 'Weaknesses', and 'Discharge Planning' fields are enabled and not required. Event logic must be defined for the 'Plan Type' field where the 'Strengths', 'Weaknesses', and 'Discharge Planning' fields are disabled when a specific value (Value A) is selected in the 'Plan Type' field. Steps Select "Client A" and access the 'Treatment Plan' form. Enter the desired value in the 'Plan Date' field. Select "Value A" in the 'Plan Type' field. Validate the fields 'Strengths', 'Weaknesses', 'Discharge Planning' are disabled. Select "Draft" in the 'Treatment Plan Status' field. Validate the fields 'Strengths', 'Weaknesses', 'Discharge Planning' remain disabled. Close the form. Access 'Site Specific Section Modeling' for the 'Treatment Plan' form. Select the "Prompt Definition" Select "Plan Type" and click [Edit Selected Item]. Select the "Event Definition" section. Uncheck the 'Strengths', 'Weaknesses', 'Discharge Planning' fields in the 'Prompts to be Disabled' field. Check the 'Strengths', 'Weaknesses', 'Discharge Planning' fields in the 'Prompts to be Cleared' field. Click [Submit] and Close the form. Select "Client A" and access the 'Treatment Plan' form. Enter any value in the 'Plan Date' field. Enter the desired value in the 'Strengths' field. Enter the desired value in the 'Weaknesses' field. Enter the desired value in the 'Discharge Planning' field. Select "Value A" in the 'Plan Type' field. Validate the 'Strengths', 'Weaknesses', and 'Discharge Planning' fields have been cleared and do not contain the previously populated values. Enter the desired value in the 'Strengths' field. Enter the desired value in the 'Weaknesses' field. Enter the desired value in the 'Discharge Planning' field. Select "Draft" in the 'Treatment Plan Status' field. Validate the 'Strengths', 'Weaknesses', and 'Discharge Planning' fields contain the previously populated values. Click [Submit] and re-enter the form. Validate the 'Strengths', 'Weaknesses', and 'Discharge Planning' fields contain the previously filed values. 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 Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Enter "T" in the 'Plan Date' field. Validate the current date is displayed in the 'Plan Date' field. Click [Plan Date T]. Validate the current date is displayed in the 'Plan Date' field. Select any value in the 'Plan Type' field. Select any value from 'Problem List'. Click [New Row - Plan Participants]. Select any value from the 'Role' field in the 'Participation' section. Select 'Staff ID' and enter "Staff Member A". Validate that the selected staff member's name displays in the 'Participant Name' field. Select any value from the 'Plan Author' field. Select any value from the 'Notification' field. Add multiple staff members as needed. Enter any value in the 'Strengths' field. Enter any value in the 'Weakness' field. Enter any value in the 'Discharge Planning' field. Select "Draft" in the 'Draft/Final' field. Click [Launch Plan]. Select the problem from the 'Tree View'. Select any value from the 'Status' field. Click [Add New Goal]. Validate the 'Tree View' displays the new entry. Enter multiple lines of text in the 'Goal' field. Select any value from the 'Status' field. Click [Add New Objective]. Validate the 'Tree View' displays the new entry. Enter multiple lines of text in the 'Objective' field. Select any value from the 'Status' field. Click [Add New Intervention]. Validate the 'Tree View' displays the new entry. Select any value in the 'Status' field. Click [Return to Plan]. Select "Final" in the 'Draft/Final' field. Click [Submit]. Validate the treatment plan data displays as expected in the 'Document Routing' screen. Click [Sign and Route]. Enter the password and click [Verify]. Select the staff member associated with the logged in user in the 'Route Document To' field and click [Add] Click [Submit] Access the 'My To Do's' widget. Click [My To Do's]. Validate the record for "Client A" and click [Review]. Validate the treatment plan data displays as expected in the 'Document Preview'. Click [Accept] and [Sign]. Enter the password and click [Verify]. Validate the record is no longer present. Close the 'To Do's'. Select "Client A" and access the 'Treatment Plan' form. Select the record from the previous steps and click [Edit]. Validate a 'Treatment Plan' dialog stating: "This plan is marked as Final. Changes are not allowed. Do you want to continue?" and click [Yes]. Validate the plan displays as expected and fields are disabled. Close the form. Treatment Plan - Required Fields Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Site Specific Section Modeling (CWS) Treatment Plan Treatment Plan Number 1 TO DO'S 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 Select "Client A" and access the 'Treatment Plan' form. Enter the desired date in the 'Plan Date' field. Select the desired value in the 'Plan Type' field. Select "Draft" in the 'Treatment Plan Status' field. Click [New Row] in the 'Plan Participants' grid. Select "External Participant" in the 'Role' field. Select "Final" in the 'Treatment Plan Status' field. Validate an error message is displayed stating: Missing Required Fields: SS Treatment Plan Part Sign 1. Click [OK]. Validate an error message is displayed stating: Cancelled. Click [OK]. Click [Sign] in the 'SS Treatment Plan Part Sign 1' field. Sign in the 'Please Sign' field and click [OK]. Select "Final" in the 'Treatment Plan Status' field. Click [Submit]. Validate the "Confirm Document" dialog is displayed with the treatment plan data. Click [Accept]. 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 Select "Client A" and access the 'Treatment Plan Number 1' form. Enter the desired date in the 'Plan Date' field. Select the desired value in the 'Plan Type' field. Select "Draft" in the 'Treatment Plan Status' field. Click [New Row] in the 'Plan Participants' grid. Select "External Participant" in the 'Role' field. Select "Final" in the 'Treatment Plan Status' field. Validate an error message is displayed stating: Missing Required Fields: SS Treatment Plan Part Sign 1. Click [OK]. Validate an error message is displayed stating: Cancelled. Click [OK]. Click [Sign] in the 'SS Treatment Plan Part Sign 1' field. Sign in the 'Please Sign' field and click [OK]. Select "Final" in the 'Treatment Plan Status' field. Click [Submit]. Validate the "Confirm Document" dialog is displayed with the treatment plan data. Click [Accept]. Enter the password for the logged in user and click [OK]. Scenario 3: Validate the 'Treatment Plan' form when the 'Plan Participants' and 'Problems' grids are excluded from the form Specific Setup: The following must be defined in 'Site Specific Section Modeling' for the '(Treatment Plan) Treatment Plan' form: Must have one scrolling free text field added to the 'Treatment Plan' form (SS Treatment Plan Client Scrolling Free Text 7). The 'Plan Participants' and 'Problems' grids must be excluded from the form. A client is enrolled in an existing episode (Client A). Document routing is enabled on the 'Treatment Plan' form. Steps Select "Client A" and access the 'Treatment Plan' form. Enter the current date in the 'Plan Date' field. Enter the desired value in the 'Plan Name' field. Select the desired value in the 'Plan Type' field. Enter the desired value in the 'SS Treatment Plan Client Scrolling Free Text 7' field. Select "Draft" in the 'Draft/Final' field. Click [Launch Plan]. Click [Add New Problem]. Select the desired value in the 'Problem Code' field. Select the desired value in the 'Status (Problem List)' field. Enter the desired value in the 'Problem' field. Select the desired value from the 'Status' field. Click [Add New Goal]. Enter the desired value in the 'Goal' field. Select the desired value from the 'Status' field. Click [Add New Objective]. Enter the desired value in the 'Objective' field. Select the desired value from the 'Status' field. Click [Add New Intervention]. Enter the desired value in the 'Intervention' field. Select the desired value in the 'Status' field. Click [Back to Plan Page]. Select "Final" in the 'Draft/Final' field. Click [Submit]. Validate the treatment plan data displays as expected in the 'Document Routing' screen. Click [Accept]. Enter the password and click [OK]. Scenario 4: Validate a copy of the 'Treatment Plan' form when the 'Plan Participants' and 'Problems' grids are excluded from the form Specific Setup: The following must be defined in 'Site Specific Section Modeling' for the '(Treatment Plan Number 1) Treatment Plan Number 1' form: Must have one scrolling free text field added to the 'Treatment Plan Number 1' form (SS Treatment Plan Client Scrolling Free Text 7). The 'Plan Participants' and 'Problems' grids must be excluded from the form. A client is enrolled in an existing episode (Client A). Document routing is enabled on the 'Treatment Plan Number 1' form. Steps Select "Client A" and access the 'Treatment Plan Number 1' form. Enter the current date in the 'Plan Date' field. Enter the desired value in the 'Plan Name' field. Select the desired value in the 'Plan Type' field. Enter the desired value in the 'SS Treatment Plan Client Scrolling Free Text 7' field. Select "Draft" in the 'Draft/Final' field. Click [Launch Plan]. Click [Add New Problem]. Select the desired value in the 'Problem Code' field. Select the desired value in the 'Status (Problem List)' field. Enter the desired value in the 'Problem' field. Select the desired value from the 'Status' field. Click [Add New Goal]. Enter the desired value in the 'Goal' field. Select the desired value from the 'Status' field. Click [Add New Objective]. Enter the desired value in the 'Objective' field. Select the desired value from the 'Status' field. Click [Add New Intervention]. Enter the desired value in the 'Intervention' field. Select the desired value in the 'Status' field. Click [Back to Plan Page]. Select "Final" in the 'Draft/Final' field. Click [Submit]. Validate the treatment plan data displays as expected in the 'Document Routing' screen. Click [Accept]. Enter the password and click [OK]. 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 Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Enter "T" in the 'Plan Date' field. Validate the current date is displayed in the 'Plan Date' field. Click [Plan Date T]. Validate the current date is displayed in the 'Plan Date' field. Select any value in the 'Plan Type' field. Select any value from 'Problem List'. Click [New Row - Plan Participants]. Select any value from the 'Role' field in the 'Participation' section. Select 'Staff ID' and enter "Staff Member A". Validate that the selected staff member's name displays in the 'Participant Name' field. Select any value from the 'Plan Author' field. Select any value from the 'Notification' field. Add multiple staff members as needed. Enter any value in the 'Strengths' field. Enter any value in the 'Weakness' field. Enter any value in the 'Discharge Planning' field. Select "Draft" in the 'Draft/Final' field. Click [Launch Plan]. Select the problem from the 'Tree View'. Select any value from the 'Status' field. Click [Add New Goal]. Validate the 'Tree View' displays the new entry. Enter multiple lines of text in the 'Goal' field. Select any value from the 'Status' field. Click [Add New Objective]. Validate the 'Tree View' displays the new entry. Enter multiple lines of text in the 'Objective' field. Select any value from the 'Status' field. Click [Add New Intervention]. Validate the 'Tree View' displays the new entry. Select any value in the 'Status' field. Click [Return to Plan]. Select "Final" in the 'Draft/Final' field. Click [Submit]. Validate the treatment plan data displays as expected in the 'Document Routing' screen. Click [Sign and Route]. Enter the password and click [Verify]. Select the staff member associated with the logged in user in the 'Route Document To' field and click [Add] Click [Submit] Access the 'My To Do's' widget. Click [My To Do's]. Validate the record for "Client A" and click [Review]. Validate the treatment plan data displays as expected in the 'Document Preview'. Click [Accept] and [Sign]. Enter the password and click [Verify]. Validate the record is no longer present. Close the 'To Do's'. Select "Client A" and access the 'Treatment Plan' form. Select the record from the previous steps and click [Edit]. Validate a 'Treatment Plan' dialog stating: "This plan is marked as Final. Changes are not allowed. Do you want to continue?" and click [Yes]. Validate the plan displays as expected and fields are disabled. Close the form.	Topics • Document Routing • Site Specific Section Modeling • To-Do's • Treatment Plan
Update 118 Summary \| Details Assessment Mapping - 'Admission' and 'Admission (OutPatient)' forms Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Assessment Mapping Crystal Report Viewer Problem List CareFabric Monitor Program Maintenance Dictionary Update (PM) Discharge Admission (Outpatient) Scenario 1: Assessment Mapping - 'Problem List' mapping to the 'Admission' form Specific Setup: A program is defined in 'Program Maintenance' with the following (Program A): "Adult" selected in the 'Treatment Service' field. "Health and behavior assessment (eg, health-focused clinical interview, behavioral observations, psychophysiological monitoring, health-oriented questionnaires), each 15 minutes face-to-face with the patient; initial assessment(96150)" selected in the 'Encounter SNOMED Code (MU Hospital)' field. A dictionary code must be defined for the 'Client' file, '(101) Treatment Service' data element with "Ambulatory" selected in the 'Extended Dictionary Value (Single Dictionary)' for the "(742) Encounter Code (FHIR)" extended dictionary data element (Dictionary Code A). A dictionary code must be defined for the 'Client' file, '(970) Type Of Discharge' data element with "Other Healthcare Facility" selected in the 'Extended Dictionary Value (Single Dictionary)' for the "(739) Encounter Discharge (FHIR)" extended dictionary data element (Dictionary Code B). Steps Access the 'Assessment Mapping' form. Select "Problem List" in the 'Map Code for Use In' field. Validate the 'Form to Map' field contains "[Avatar PM] Admission (PATIENT510)" and select it. Select "(145) Presenting Problems-Primary" in the 'Assessment Field' field. Select "Alcohol + Drug Problems" in the 'Assessment Response (Dictionary)' field. Select "Alcohol dependence with alcohol-induced anxiety disorder (SNOMED-66590003)" in the 'Associated Code' field. Select "Active" in the 'Default Problem Status Code' field. Select "(42) Preadmit/Admission Date" in the 'Default Problem Date From' field. Click [Save Mapping]. Validate a message is displayed stating: Mapping Saved. Click [OK]. Select "(146) Presenting Problems-Secondary" in the 'Assessment Field' field. Select "Depression Or Mood Disorder" in the 'Assessment Response (Dictionary)' field. Select "At risk for depression (SNOMED-704295007)" in the 'Associated Code' field. Select "Active" in the 'Default Problem Status Code' field. Select "(42) Preadmit/Admission Date" in the 'Default Problem Date From' field. Click [Save Mapping]. Validate a message is displayed stating: Mapping Saved. Click [OK]. Select "(147) Presenting Problems-Tertiary" in the 'Assessment Field' field. Select "Marital / Family Problems" in the 'Assessment Response (Dictionary)' field. Select "Marital conflict (SNOMED-39072000" in the 'Associated Code' field. Select "Active" in the 'Default Problem Status Code' field. Select "(42) Preadmit/Admission Date" in the 'Default Problem Date From' field. Click [Save Mapping]. Validate a message is displayed stating: Mapping Saved. Click [OK] and close the form. Access the 'Admission' form for a new client. Enter any new value in the 'Last Name' and 'First Name' fields. Select the desired value in the 'Sex' field. Click [Search] and [New Client]. Enter the current date in the 'Preadmit/Admission Date' field. Enter the current time in the 'Preadmit/Admission Time' field. Select "Program A" in the 'Program' field. Select the desired value in the 'Type Of Admission' field. Select the desired practitioner in the 'Admitting Practitioner' field. Select "Alcohol + Drug Problems" in the 'Presenting Problems-Primary' field. Select "Depression Or Mood Disorder" in the 'Presenting Problems-Secondary' field. Select "Marital / Family Problems" in the 'Presenting Problems-Tertiary' field. Click [Submit]. Access the 'Problem List' form for the new client. Click [View/Enter Problems]. Validate the 'Problem List' contains the problems defined in the 'Assessment Mapping' form: Alcohol dependence with alcohol-induced anxiety disorder At risk for depression Marital Conflict Validate the problems all have "Active" status with the current date for 'Date of Onset'. Click [Close/Cancel] and close the form. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Enter the new client ID in the 'Client ID' field. Select "ProgramAdmissionCreated" in the 'Event/Action Search' field. Click [View Activity Log]. Select the "ProgramAdmissionCreated" record and click [Click To View Record]. Validate the admission data is displayed. Validate the 'classCode' - 'code' field contains "AMB". Validate the 'classCode' - 'codeSystem' field contains "2.16.840.1.113883.5.4". Validate the 'classCode' - 'displayName' field contains "Ambulatory". Note: this value is populated based on "Dictionary Code A". Validate the first 'reasonCodes' - 'code' field contains "66590003". Validate the first 'reasonCodes' - 'codeSystem' field contains "2.16.840.1.113883.6.96". Validate the first 'reasonCodes' - 'displayName' field contains "Alcohol dependence". Validate the second 'reasonCodes' - 'code' field contains "704295007". Validate the second 'reasonCodes' - 'codeSystem' field contains "2.16.840.1.113883.6.96". Validate the second 'reasonCodes' - 'displayName' field contains "At risk for depressed mood". Validate the third 'reasonCodes' - 'code' field contains "39072000". Validate the first 'reasonCodes' - 'codeSystem' field contains "2.16.840.1.113883.6.96". Validate the first 'reasonCodes' - 'displayName' field contains "Marital conflict". Validate the 'typeCode' - 'type' field contains "Type". Validate the 'typeCode' - 'value' field contains "Encounter SNOMED Code (MU Hospital)". Validate the 'typeCode' - 'code' field contains "96150". Validate the 'typeCode' - 'codeSystem' field contains "2.16.840.1.113883.6.96". Validate the 'typeCode' - 'displayName' field contains "Health and behavior assessment (eg, health-focused clinical interview, behavioral observations, psychophysiological monitoring, health-oriented questionnaires), each 15 minutes face-to-face with the patient; initial assessment". Note: this is populated based on "Program A". Close the report and the form. Access the 'Discharge' form for the new client. Enter the current date in the 'Date Of Discharge' field. Enter the current time in the 'Discharge Time' field. Select "Dictionary Code B" in the 'Type Of Discharge' field. Select the desired practitioner in the 'Discharge Practitioner' field. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Enter the new client ID in the 'Client ID' field. Select "ProgramAdmissionUpdated" in the 'Event/Action Search' field. Click [View Activity Log]. Select the "ProgramAdmissionUpdated" record triggered from the 'Discharge' form. Click [Click To View Record]. Validate the 'hospitalizationDischargeDispositionCode' - 'code' field contains "other-hcf". Validate the 'hospitalizationDischargeDispositionCode' - 'codeSystem' field contains "2.16.840.1.113883.6.301.5". Validate the 'hospitalizationDischargeDispositionCode' - 'displayName' field contains "Other Healthcare Facility". Close the report and form. Scenario 2: Assessment Mapping - 'Problem List' mapping to the 'Admission (OutPatient)' form Specific Setup: A program is defined in 'Program Maintenance' with the following (Program A): "Adult" selected in the 'Treatment Service' field. "Health and behavior assessment (eg, health-focused clinical interview, behavioral observations, psychophysiological monitoring, health-oriented questionnaires), each 15 minutes face-to-face with the patient; initial assessment(96150)" selected in the 'Encounter SNOMED Code (MU Hospital)' field. A dictionary code must be defined for the 'Client' file, '(101) Treatment Service' data element with "Ambulatory" selected in the 'Extended Dictionary Value (Single Dictionary)' for the "(742) Encounter Code (FHIR)" extended dictionary data element (Dictionary Code A). A dictionary code must be defined for the 'Client' file, '(970) Type Of Discharge' data element with "Other Healthcare Facility" selected in the 'Extended Dictionary Value (Single Dictionary)' for the "(739) Encounter Discharge (FHIR)" extended dictionary data element (Dictionary Code B). Steps Access the 'Assessment Mapping' form. Select "Problem List" in the 'Map Code for Use In' field. Validate the 'Form to Map' field contains "[Avatar PM] Admission (OutPatient) (PATIENT510OUT)" and select it. Select "(145) Presenting Problems-Primary" in the 'Assessment Field' field. Select "Alcohol + Drug Problems" in the 'Assessment Response (Dictionary)' field. Select "Alcohol dependence with intoxication, unspecified (SNOMED-66590003)" in the 'Associated Code' field. Select "Active" in the 'Default Problem Status Code' field. Select "(42) Preadmit/Admission Date" in the 'Default Problem Date From' field. Click [Save Mapping]. Validate a message is displayed stating: Mapping Saved. Click [OK]. Select "(146) Presenting Problems-Secondary" in the 'Assessment Field' field. Select "Depression Or Mood Disorder" in the 'Assessment Response (Dictionary)' field. Select "Adjustment disorder with mixed anxiety and depressed mood (SNOMED-782501005)" in the 'Associated Code' field. Select "Active" in the 'Default Problem Status Code' field. Select "(42) Preadmit/Admission Date" in the 'Default Problem Date From' field. Click [Save Mapping]. Validate a message is displayed stating: Mapping Saved. Click [OK]. Select "(147) Presenting Problems-Tertiary" in the 'Assessment Field' field. Select "Marital / Family Problems" in the 'Assessment Response (Dictionary)' field. Select "Counseling for marital and partner problems (SNOMED-305058001)" in the 'Associated Code' field. Select "Active" in the 'Default Problem Status Code' field. Select "(42) Preadmit/Admission Date" in the 'Default Problem Date From' field. Click [Save Mapping]. Validate a message is displayed stating: Mapping Saved. Click [OK] and close the form. Access the 'Admission (OutPatient)' form for a new client. Enter any new value in the 'Last Name' and 'First Name' fields. Select the desired value in the 'Sex' field. Click [Search] and [New Client]. Enter the current date in the 'Preadmit/Admission Date' field. Enter the current time in the 'Preadmit/Admission Time' field. Select "Program A" in the 'Program' field. Select the desired value in the 'Type Of Admission' field. Select the desired practitioner in the 'Admitting Practitioner' field. Select "Alcohol + Drug Problems" in the 'Presenting Problems-Primary' field. Select "Depression Or Mood Disorder" in the 'Presenting Problems-Secondary' field. Select "Marital / Family Problems" in the 'Presenting Problems-Tertiary' field. Click [Submit]. Access the 'Problem List' form for the new client. Click [View/Enter Problems]. Validate the 'Problem List' contains the problems defined in the 'Assessment Mapping' form: Alcohol dependence with intoxication, unspecified Adjustment disorder with mixed anxiety and depressed mood Counseling for marital and partner problems Validate the problems all have "Active" status with the current date for 'Date of Onset'. Click [Close/Cancel] and close the form. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Enter the new client ID in the 'Client ID' field. Select "ProgramAdmissionCreated" in the 'Event/Action Search' field. Click [View Activity Log]. Select the "ProgramAdmissionCreated" record and click [Click To View Record]. Validate the admission data is displayed. Validate the 'classCode' - 'code' field contains "AMB". Validate the 'classCode' - 'codeSystem' field contains "2.16.840.1.113883.5.4". Validate the 'classCode' - 'displayName' field contains "Ambulatory". Note: this value is populated based on "Dictionary Code A". Validate the first 'reasonCodes' - 'code' field contains "66590003". Validate the first 'reasonCodes' - 'codeSystem' field contains "2.16.840.1.113883.6.96". Validate the first 'reasonCodes' - 'displayName' field contains "Alcohol dependence". Validate the second 'reasonCodes' - 'code' field contains "782501005". Validate the second 'reasonCodes' - 'codeSystem' field contains "2.16.840.1.113883.6.96". Validate the second 'reasonCodes' - 'displayName' field contains "Adjustment disorder with mixed anxiety and depressed mood". Validate the third 'reasonCodes' - 'code' field contains "305058001". Validate the first 'reasonCodes' - 'codeSystem' field contains "2.16.840.1.113883.6.96". Validate the first 'reasonCodes' - 'displayName' field contains "Patient encounter status". Validate the 'typeCode' - 'type' field contains "Type". Validate the 'typeCode' - 'value' field contains "Encounter SNOMED Code (MU Hospital)". Validate the 'typeCode' - 'code' field contains "96150". Validate the 'typeCode' - 'codeSystem' field contains "2.16.840.1.113883.6.96". Validate the 'typeCode' - 'displayName' field contains "Health and behavior assessment (eg, health-focused clinical interview, behavioral observations, psychophysiological monitoring, health-oriented questionnaires), each 15 minutes face-to-face with the patient; initial assessment". Note: this is populated based on "Program A". Close the report and the form. Access the 'Discharge' form for the new client. Enter the current date in the 'Date Of Discharge' field. Enter the current time in the 'Discharge Time' field. Select "Dictionary Code B" in the 'Type Of Discharge' field. Select the desired practitioner in the 'Discharge Practitioner' field. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Enter the new client ID in the 'Client ID' field. Select "ProgramAdmissionUpdated" in the 'Event/Action Search' field. Click [View Activity Log]. Select the "ProgramAdmissionUpdated" record triggered from the 'Discharge' form. Click [Click To View Record]. Validate the 'hospitalizationDischargeDispositionCode' - 'code' field contains "other-hcf". Validate the 'hospitalizationDischargeDispositionCode' - 'codeSystem' field contains "2.16.840.1.113883.6.301.5". Validate the 'hospitalizationDischargeDispositionCode' - 'displayName' field contains "Other Healthcare Facility". Close the report and form.	Topics • Admission • Assessment Mapping • Problem List
Update 120 Summary \| Details 'Progress Notes (Group and Individual)' - Record Locking Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Progress Notes (Group and Individual) Individual Progress Note 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 Select "Client A" from the 'My Clients' list and access the 'Progress Notes (Group and Individual)' form. Select any value from the 'Select Episode' field. Select "New Service" from the 'Progress Notes For' field. Select any value from the 'Note Type' field. Set the 'Notes Field' to any value. Set the 'Date Of Service' field to the current date. Set the 'Service Charge Code' field to any value. Select "Final" from the 'Draft/Final' field/ Click [Submit Note]. Validate that the 'Document Routing' dialog is displayed with the progress note data. Click [Accept]. Validate the 'Password' field autofill's with the user's password that is saved in Google Chrome. Click [OK]. Validate a 'Progress Notes message' is displayed stating: "Note Filed". Click [OK]. Click [Discard]. Access the 'Client Ledger' form. Set the 'Client ID' field to "Client A". Select "All Episodes" from the 'Claim/Episode/All Episodes' field. Select "Simple" from the 'Ledger Type' field. Select "Yes" from the 'Include Zero Charges' field. Click [Process]. Validate the Client Ledger Report page contains the service created in the previous steps. Click [Dismiss]. Scenario 2: Progress Notes (Group and Individual) - Validate record locking Specific Setup: Two clients are enrolled in existing episodes (Client A & Client B). Steps Access the 'Progress Notes (Group and Individual)' form. Select "Client A" in the 'Select Client' field. Select the desired episode in the 'Select Episode' field. Leave the form open. Access a second instance of the 'Progress Notes (Group and Individual)' form. Select "Client B" in the 'Select Client' field. Select the desired episode in the 'Select Episode' field. Enter "Client A" in the 'Select Client' field. Validate an error message is displayed stating: You already have 'Progress Notes (Group and Individual)' opened for this client. Click [OK]. Validate the 'Select Client' field does not contain a value. Close the form. Navigate back to the first instance of the 'Progress Notes (Group and Individual)' form. Close the form. Scenario 3: Progress Notes (Group and Individual) Copy - Validate record locking Specific Setup: A copy of the 'Progress Notes (Group and Individual)' form must be defined (Progress Notes (Group and Individual) Copy). Two clients are enrolled in existing episodes (Client A & Client B). Steps Access the 'Progress Notes (Group and Individual) Copy' form. Select "Client A" in the 'Select Client' field. Select the desired episode in the 'Select Episode' field. Leave the form open. Access a second instance of the 'Progress Notes (Group and Individual) Copy' form. Select "Client B" in the 'Select Client' field. Select the desired episode in the 'Select Episode' field. Enter "Client A" in the 'Select Client' field. Validate an error message is displayed stating: You already have 'Progress Notes (Group and Individual)' opened for this client. Click [OK]. Validate the 'Select Client' field does not contain a value. Close the form. Navigate back to the first instance of the 'Progress Notes (Group and Individual) Copy' form. Close the form. 'Child and Adolescent Needs and Strengths' form - Client Merge Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Child and Adolescent Needs and Strengths Change MR# Scenario 1: 'Child and Adolescent Needs and Strengths' - validate the SYSTEM.cw_cans_assessment table when document routing is enabled Specific Setup: Document routing is enabled for the 'Child and Adolescent Needs and Strengths' form. A client is enrolled in an existing episode (Client A). Steps Select "Client A" and access the 'Child and Adolescent Needs and Strengths' form. Populate all required and desired fields. Select "Final" in the 'Assessment Status' field. Validate a "Confirm" message is displayed stating: Once set to "Final", the data will be view only. Click [OK] and [Submit]. Validate a "Confirm Document" window is displayed. Click [Accept] to accept the document. Access Crystal Reports or other SQL Reporting tool. Select the CWS namespace. Create a report using the 'SYSTEM.cw_cans_assessment' table. Validate a row is displayed for the assessment submitted in the previous steps. Validate the 'PATID' field contains the ID for "Client A". Validate the 'document_routing_status' field contains "Final". Close the report. Scenario 2: Child and Adolescent Needs and Strengths - Validate 'Client Merge' functionality Specific Setup: Crystal Reports or other SQL reporting tool. Two clients are enrolled in an existing episode (Client A & Client B). Steps Select "Client A" and access the 'Child and Adolescent Needs and Strengths' form. Select desired episode from the Pre-Display and click [OK]. Populate all required and desired fields. Select "Draft" in the 'Assessment Status' field. Click[Submit]. Access Crystal Reports or other SQL Reporting tool. Create a report using the 'SYSTEM.cw_cans_assessment' table. Validate the 'PATID' field contains "Client A". Access the 'Client Merge' form. Select "Client A" in the 'Source Client' field. Select the desired episode in the 'Source Client Episode' field. Select "Client B" in the 'Target Client' field. Click [File] and [Yes]. Validate a message is displayed stating: The following new episode has been created for the target client indicated. Episode #. Click [OK] and close the form. Access Crystal Reports or other SQL Reporting tool. Refresh the report using the 'SYSTEM.cw_cans_assessment' table. Validate the 'PATID' field now contains "Client B". Close the report. Scenario 3: Child and Adolescent Needs and Strengths - Validate 'Change MR#' functionality Specific Setup: Crystal Reports or other SQL reporting tool. Steps Select "Client A" and access the 'Child and Adolescent Needs and Strengths' form. Select desired episode from the Pre-Display and click [OK]. Populate all required and desired fields. Select "Draft" in the 'Assessment Status' field. Click [Submit]. Access Crystal Reports or other SQL Reporting tool. Create a report using the 'SYSTEM.cw_cans_assessment' table. Validate the 'PATID' field contains "Client A". Access the 'Change MR#' form. Select "Client A" in the 'Client ID' field. Click [Assign MR#] Validate a message is displayed stating: Auto Assign Next ID Number? Click [Yes]. Validate the 'New Client ID#' field contains the new ID for "Client A". Click [Submit]. Access Crystal Reports or other SQL Reporting tool. Refresh the report using the 'SYSTEM.cw_cans_assessment' table. Validate the 'PATID' field contains the updated PATID for "Client A". Close the report.	Topics • Progress Notes • Progress Notes (Group And Individual) • Child and Adolescent Needs and Strengths • Client Merge