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Avatar CWS 2022 Monthly Release 2022.04.00 Acceptance Tests

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Update 96 Summary | Details
'Results Entry' and 'Results Document Upload' - 'Report Category' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Results Document Upload
  • Results Entry
Scenario 1: Results Document Upload - Form Validations
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Must have a results document for upload (Document A).
Steps
  1. Access the 'Results Document Upload' form.
  2. Select "Client A" in the 'Patient ID' field.
  3. Select "No" in the 'Associate with OE Order' field.
  4. Select the desired provider in the 'Reviewing Provider' field.
  5. Click [Upload File].
  6. Navigate to "Document A" and select it.
  7. Validate the 'File to Import' field contains "Document A".
  8. Select the desired value in the 'Results Status' field.
  9. Select the desired value in the 'Document Management Definition' field.
  10. Enter the desired value in the 'Document Description' field.
  11. Validate the 'Report Category' field is displayed with the following values:
  12. Laboratory
  13. Radiology
  14. Cardiology
  15. Pathology
  16. Select the desired value(s) in the 'Report Category' field.
  17. Click [Submit].
  18. Validate a message is displayed stating: Document Filed.
  19. Click [OK].
  20. Select "Client A" and access the 'Results Entry' form.
  21. Select "Edit" in the 'Add/Edit/Delete Result' field.
  22. Click [Select Result].
  23. Select the result uploaded in the previous steps in the 'Select Result' field.
  24. Click [OK].
  25. Validate the imported results are displayed.
  26. Validate the 'Report Category' field is displayed and contains the value selected in the previous steps.
  27. Close the form.
  28. Access the 'Clinical Document Viewer' form.
  29. Select "Client A" in the 'Select Client' field.
  30. Click [Process].
  31. Validate a row is displayed for "Document A".
  32. Click to view "Document A" and validate it displays as expected.
  33. Close the form.
  34. Access Crystal Reports or other SQL Reporting tool.
  35. Create a report using the 'SYSTEM.reuslts_header' SQL table.
  36. Validate a row is displayed for the uploaded results.
  37. Validate the 'report_category_code' field is displayed and contains the code associated to the value selected in the previous steps.
  38. Validate the 'report_category_value' field is displayed and contains the value selected in the previous steps.
  39. Close the report.
  40. Create a report using the 'SYSTEM.results_upload' SQL table.
  41. Validate a row is displayed for the uploaded results.
  42. Validate the 'JOIN_TO_DOCUMENT_IMAGE' field is displayed and contains a unique identifier.
  43. Validate the 'fhir_diag_report_id' field is displayed and contains a unique identifier.
  44. Close the report.
Scenario 2: 'Results Entry' - Add/Edit Results
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Results Entry' form.
  2. Select "Add" in the 'Add/Edit/Delete Result' field.
  3. Populate all required and desired fields.
  4. Validate the 'Report Category' field is displayed with the following values:
  5. Laboratory
  6. Radiology
  7. Cardiology
  8. Pathology
  9. Select the desired value(s) in the 'Report Category' field.
  10. Click [File Header Info].
  11. Validate a message is displayed stating: Header information filed.
  12. Click [OK].
  13. Select "Edit" in the 'Add/Edit/Delete Result' field.
  14. Click [Select Result].
  15. Select the result filed in the previous steps from the 'Select Result' dialog and click [OK].
  16. Validate all previously filed data is displayed.
  17. Validate the 'Report Category' field contains the value(s) filed in the previous steps.
  18. Update any desired fields.
  19. Click [File Header Info].
  20. Validate a message is displayed stating: Header information filed.
  21. Click [OK] and [Exit Option].
Topics
• Query/Reporting • Results Entry • Results Document Upload
Update 100 Summary | Details
'Vitals Entry' form - New Fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CWS Vital Signs Setup
  • Vitals Entry
  • SoapUI - ClientVitals - Save
Scenario 1: CWS Vital Signs Setup
Steps
  1. Access the 'CWS Vital Signs Setup' form.
  2. Select the "Vital Sign Setup" section.
  3. Click [Add New Item].
  4. Validate the 'Vital Sign' field contains the following:
  5. Head Circumference (cm)
  6. Head Circumference (in)
  7. Length (cm)
  8. Length (in)
  9. Select "Head Circumference (cm)" in the 'Vital Sign' field.
  10. Populate all required and desired fields.
  11. Click [Add New Item].
  12. Select "Head Circumference (in)" in the 'Vital Sign' field.
  13. Populate all required and desired fields.
  14. Click [Add New Item].
  15. Select "Length (cm)" in the 'Vital Sign' field.
  16. Populate all required and desired fields.
  17. Click [Add New Item].
  18. Select "Length (in)" in the 'Vital Sign' field.
  19. Populate all required and desired fields.
  20. Click [Submit].
  21. Access the 'CWS Vital Signs Setup' form.
  22. Click [Launch Report].
  23. Validate the 'CWS Vital Signs Setup' report is displayed.
  24. Validate the report contains the items added in the previous steps.
  25. Close the report and the form.
Scenario 2: Validate the 'WEBSVC.ClientVitals' - 'Save' web service
Specific Setup:
  • A client is enrolled in an existing episode and is between the age of 0-3 years old (Client A).
Steps
  1. Access SoapUI for the 'ClientVitals' - 'Save' web service.
  2. Enter the system code that will be used to log into Avatar in the 'SystemCode' field.
  3. Enter the user name that will be used to log into Avatar in the 'UserName' field.
  4. Enter the password that will be used to log into Avatar in the 'Password' field.
  5. Enter "Client A" in the 'clientID' field.
  6. Enter the current date in the 'date' field.
  7. Enter the current time in the 'time' field.
  8. Enter "LengthCm" or "LengthIn" in the first 'readingCode' field.
  9. Enter the desired value in the first 'readingValue' field.
  10. Enter "WeightKg" or "WeightLb" in the second 'readingCode' field.
  11. Enter the desired value in the second 'readingValue' field.
  12. Enter "HCCm" or "HCIn" in the third 'readingCode' field.
  13. Enter the desired value in the third 'readingValue' field.
  14. Populate any other desired values.
  15. Click [Run].
  16. Validate the 'SaveResult' field contains "ClientVitals web service has been filed successfully".
  17. Select "Client A" and access the 'Vitals Entry' form.
  18. Select "Edit" in the 'Update Vital Sign' field.
  19. Click [Select Vital Sign].
  20. Select the vitals filed via web service and click [OK].
  21. Validate the 'Date' field contains the current date.
  22. Validate the 'Time' field contains the current time.
  23. Validate the 'Length (in)' and 'Length (cm)' fields are populated/calculated based off the values filed via web service.
  24. Validate the 'Weight (lbs)' and 'Weight (kgs)' fields are populated/calculated based off the values filed via web service.
  25. Validate the 'Head Circumference (in)' and 'Head Circumference (cm)' fields are populated/calculated based off the values filed via web service.
  26. Validate the 'Head Occipital-Circumference Percentile (Birth - 36 months) field is populated based off the value entered in the 'Head Circumference' field. Note: this field is read-only.
  27. Validate the 'Weight for Length Percentile (Birth - 36 months)' field is populated based off the values entered in the 'Length' and 'Weight' fields. Note: this field is read-only.
  28. Validate any other filed data is displayed.
  29. Close the form.
Scenario 3: Vitals Entry - validate vitals in the 'Recent Vitals' widget for a client within the age 0-3
Specific Setup:
  • A client is enrolled in an existing episode and is between 0-3 years old (Client A).
  • The 'Recent Vitals' widget is accessible on the HomeView.
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select "Add" in the 'Update Vital Sign' field.
  3. Enter the desired date in the 'Date' field.
  4. Enter the desired time in the 'Time' field.
  5. Enter the desired value in the 'Weight (lbs)' field and validate the 'Weight (kgs)' field is calculated accordingly.
  6. Enter the desired value in the 'Head Circumference (in)' field and validate the 'Head Circumference (cm)' field is populated accordingly. Note: if the 'Head Circumference (cm)' field is populated first, it will populate the 'Head Circumference (in)' field accordingly.
  7. Validate the 'Head Occipital-Circumference Percentile (Birth - 36 months) field is populated based off the value entered in the 'Head Circumference' field. Note: this field is read-only.
  8. Enter the desired value in the 'Length (in)' field and validate the 'Length (cm)' field is populated accordingly. Note: if the 'Length (cm)' field is populated first, it will populate the 'Length (in)' field accordingly.
  9. Validate the 'Weight for Length Percentile (Birth - 36 months)' field is populated based off the values entered in the 'Length' and 'Weight' fields. Note: this field is read-only.
  10. Populate any other desired fields.
  11. Click [Submit] and close the form.
  12. Select "Client A" and access the 'Recent Vitals' widget.
  13. Validate the 'Weight for Length Percentile (Birth - 36 months)' field is displayed and contains the proper value.
  14. Validate the 'Head Occipital-frontal Circumference Percentile (Birth - 36 months)' is displayed and contains the proper value.
  15. Validate all other vitals display properly.
Scenario 4: Vitals Entry - validate vitals in the 'Vital Signs' widget for a client within the age 0-3
Specific Setup:
  • A client is enrolled in an existing episode and is between 0-3 years old (Client A).
  • The 'Vital Signs' widget is accessible on the HomeView.
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select "Add" in the 'Update Vital Sign' field.
  3. Enter the desired date in the 'Date' field.
  4. Enter the desired time in the 'Time' field.
  5. Enter the desired value in the 'Weight (lbs)' field and validate the 'Weight (kgs)' field is calculated accordingly.
  6. Enter the desired value in the 'Head Circumference (in)' field and validate the 'Head Circumference (cm)' field is populated accordingly. Note: if the 'Head Circumference (cm)' field is populated first, it will populate the 'Head Circumference (in)' field accordingly.
  7. Validate the 'Head Occipital-Circumference Percentile (Birth - 36 months) field is populated based off the value entered in the 'Head Circumference' field. Note: this field is read-only.
  8. Enter the desired value in the 'Length (in)' field and validate the 'Length (cm)' field is populated accordingly. Note: if the 'Length (cm)' field is populated first, it will populate the 'Length (in)' field accordingly.
  9. Validate the 'Weight for Length Percentile (Birth - 36 months)' field is populated based off the values entered in the 'Length' and 'Weight' fields. Note: this field is read-only.
  10. Populate any other desired fields.
  11. Click [Submit] and close the form.
  12. Select "Client A" and access the 'Vital Signs' widget.
  13. Validate the 'Weight for Length Percentile (Birth - 36 months)' field is displayed and contains the proper value.
  14. Validate the 'Head Occipital-frontal Circumference Percentile (Birth - 36 months)' is displayed and contains the proper value.
  15. Validate all other vitals display properly.
Scenario 5: Vitals Entry - Validate the 'Restrict Length Entry To Specific Field' registry setting
Specific Setup:
  • A client is enrolled an existing episode and is between the ages of 0-3 years old (Client A).
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Restrict Length Entry To Specific Field" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Validate the 'Registry Setting' field contains "Avatar CWS->CWS Utilities->Set System Defaults->Vitals Entry->->Restrict Length Entry To Specific Field".
  5. Validate the 'Registry Setting Details' field contains "This setting is used to restrict the entry of length input fields on the 'Vitals Entry' form. Enter '0' if no restriction is required (any of the length fields can be used). Enter '1' to use length in inches. Enter '2' to use length in centimeters. If a restriction is implemented, the other fields will be disabled and will default to the converted value."
  6. Validate the 'Registry Setting Value' is "0". This is the default value, no restrictions are required.
  7. Enter "1" in the 'Registry Setting Value' field.
  8. Click [Submit] and close the form.
  9. Select "Client A" and access 'Vitals Entry' form.
  10. Validate the 'Length (in)' field is enabled.
  11. Validate the 'Length (cm)' field is disabled.
  12. Close the form.
  13. Access the 'Registry Settings' form.
  14. Enter "Restrict Length Entry To Specific Field" in the 'Limit Registry Settings to the Following Search Criteria' field.
  15. Click [View Registry Settings].
  16. Validate the 'Registry Setting' field contains "Avatar CWS->CWS Utilities->Set System Defaults->Vitals Entry->->Restrict Length Entry To Specific Field".
  17. Enter "2" in the 'Registry Setting Value' field.
  18. Click [Submit] and close the form.
  19. Select "Client A" and access 'Vitals Entry' form.
  20. Validate the 'Length (in)' field is disabled.
  21. Validate the 'Length (cm)' field is enabled.
  22. Close the form.
  23. Access the 'Registry Settings' form.
  24. Enter "Restrict Length Entry To Specific Field" in the 'Limit Registry Settings to the Following Search Criteria' field.
  25. Click [View Registry Settings].
  26. Validate the 'Registry Setting' field contains "Avatar CWS->CWS Utilities->Set System Defaults->Vitals Entry->->Restrict Length Entry To Specific Field".
  27. Enter "0" in the 'Registry Setting Value' field.
  28. Click [Submit] and close the form.
  29. Select "Client A" and access 'Vitals Entry' form.
  30. Validate the 'Length (in)' field is enabled.
  31. Validate the 'Length (cm)' field is enabled.
  32. Close the form.
Scenario 6: Vitals Entry - Validate the 'Restrict Head Circumference Entry To Specific Field' registry setting
Specific Setup:
  • A client is enrolled an existing episode and is between the ages of 0-3 years old (Client A).
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Restrict Head Circumference Entry To Specific Field" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Validate the 'Registry Setting' field contains "Avatar CWS->CWS Utilities->Set System Defaults->Vitals Entry->->Restrict Head Circumference Entry To Specific Field".
  5. Validate the 'Registry Setting Details' field contains "This setting is used to restrict the entry of head circumference input fields on the 'Vitals Entry' form. Enter '0' if no restriction is required (any of the head circumference fields can be used). Enter '1' to use head circumference in inches. Enter '2' to use head circumference in centimeters. If a restriction is implemented, the other fields will be disabled and will default to the converted value."
  6. Validate the 'Registry Setting Value' is "0". This is the default value, no restrictions are required.
  7. Enter "1" in the 'Registry Setting Value' field.
  8. Click [Submit] and close the form.
  9. Select "Client A" and access 'Vitals Entry' form.
  10. Validate the 'Head Circumference (in)' field is enabled.
  11. Validate the 'Head Circumference (cm)' field is disabled.
  12. Close the form.
  13. Access the 'Registry Settings' form.
  14. Enter "Restrict Head Circumference Entry To Specific Field" in the 'Limit Registry Settings to the Following Search Criteria' field.
  15. Click [View Registry Settings].
  16. Validate the 'Registry Setting' field contains "Avatar CWS->CWS Utilities->Set System Defaults->Vitals Entry->->Restrict Head Circumference Entry To Specific Field".
  17. Enter "2" in the 'Registry Setting Value' field.
  18. Click [Submit] and close the form.
  19. Select "Client A" and access 'Vitals Entry' form.
  20. Validate the 'Head Circumference (in)' field is disabled.
  21. Validate the 'Head Circumference (cm)' field is enabled.
  22. Close the form.
  23. Access the 'Registry Settings' form.
  24. Enter "Restrict Head Circumference Entry To Specific Field" in the 'Limit Registry Settings to the Following Search Criteria' field.
  25. Click [View Registry Settings].
  26. Validate the 'Registry Setting' field contains "Avatar CWS->CWS Utilities->Set System Defaults->Vitals Entry->->Restrict Head Circumference Entry To Specific Field".
  27. Enter "0" in the 'Registry Setting Value' field.
  28. Click [Submit] and close the form.
  29. Select "Client A" and access 'Vitals Entry' form.
  30. Validate the 'Head Circumference (in)' field is enabled.
  31. Validate the 'Head Circumference (cm)' field is enabled.
  32. Close the form.
Scenario 7: Vitals Entry - Field Validations
Specific Setup:
  • A client is enrolled an existing episode and is between the ages of 0-3 years old (Client A).
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select "Add" in the 'Update Vital Sign' field.
  3. Enter the desired date in the 'Date' field.
  4. Enter the desired time in the 'Time' field.
  5. Enter the desired value in the 'Weight (lbs)' field and validate the 'Weight (kgs)' field is calculated accordingly.
  6. Validate the 'Head Circumference (in)', 'Head Circumference (cm)' and 'Head Occipital-frontal Circumference Percentile (Birth - 36 months)' fields are displayed.
  7. Please note: these fields will only be enabled for a client between the ages of 0-3 years old.
  8. Enter the desired value in the 'Head Circumference (in)' field and validate the 'Head Circumference (cm)' field is populated accordingly. Note: if the 'Head Circumference (cm)' field is populated first, it will populate the 'Head Circumference (in)' field accordingly.
  9. For Avatar NX users only, please note: due to a known issue with the field label display in Avatar NX, the 'Head Circumference' text box should be used to populate 'Head Circumference (in)' and the 'Head Circumference (in)' field should be used to populate 'Head Circumference (cm)'. The 'Head Circumference (cm)' field should be ignored. If desired, use 'Form Designer' to rename/remove the fields accordingly.
  10. Validate the 'Head Occipital-Circumference Percentile (Birth - 36 months) field is populated based off the value entered in the 'Head Circumference' field. Note: this field is read-only.
  11. Validate the 'Length (in)', 'Length (cm)' and 'Weight for Length Percentile (Birth - 36 months) fields are displayed.
  12. Please note: these fields will only be enabled for a client between the ages of 0-3 years old.
  13. Enter the desired value in the 'Length (in)' field and validate the 'Length (cm)' field is populated accordingly. Note: if the 'Length (cm)' field is populated first, it will populate the 'Length (in)' field accordingly.
  14. For Avatar NX users only, please note: due to a known issue with the field label display in Avatar NX, the 'Length' text box should be used to populate 'Length (in)' and the 'Length (in)' field should be used to populate 'Length (cm)'. The 'Length (cm)' field should be ignored. If desired, use 'Form Designer' to rename/remove the fields accordingly.
  15. Validate the 'Weight for Length Percentile (Birth - 36 months)' field is populated based off the values entered in the 'Length' and 'Weight' fields. Note: this field is read-only.
  16. Populate any other desired fields.
  17. Click [Submit] and [Yes] to return to form.
  18. Select "Edit" in the 'Update Vital Sign' field.
  19. Click [Select Vital Sign].
  20. Select the vitals filed in the previous steps and click [OK].
  21. Validate the vitals filed in the previous steps are displayed.
  22. Validate the 'Weight' fields contain the values filed in the previous steps.
  23. Validate the 'Head Circumference' fields contain the values filed in the previous steps.
  24. Validate the 'Head Occipital-Circumference Percentile (Birth - 36 months)' field contains the value filed in the previous steps.
  25. Validate the 'Length' fields contain the values filed in the previous steps.
  26. Validate the 'Weight for Length Percentile (Birth - 36 months) field contains the value filed in the previous steps.
  27. Close the form.
Topics
• Vitals • Vitals Entry • Web Services • Widgets • Registry Settings • Vital Signs
Update 103 Summary | Details
'Progress Note Corrections' - Table Aliasing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Note Corrections
  • Progress Notes (Group and Individual)
Scenario 1: Progress Note Corrections - Validate modeled form with table aliasing
Specific Setup:
  • A modeled form with table aliasing for "Patient Notes" should exist in the system (Form A).
  • A client must be enrolled in an active episode (Client A).
Steps
  1. Select "Client A" and access "Form A".
  2. Populate all required and desired fields.
  3. Select "Final" in the 'Draft/Final' field.
  4. Click [Submit] and close the form.
  5. Access the 'Progress Note Corrections' form.
  6. Select "Client A" in the 'Client ID' field.
  7. Select the episode in the 'Episode Number' field.
  8. Click [Select Note to Correct].
  9. Select the note filed in the previous step and click [OK].
  10. Select "Revert Final Note to Draft" in the 'Correction Action' field.
  11. Validate an error message is displayed stating: The selected note was created via table aliasing, and cannot be reverted to 'Draft'.
  12. Click [OK] and close the form.
CDR - SQL Tables Added
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Health Maintenance
  • Health Maintenance Guideline Definition - Facility
Scenario 1: Client Health Maintenance - SQL validation
Specific Setup:
  • Immunization and wellness items must be configured in the 'Health Maintenance Guideline Definition - Facility' form.
  • A client has current alerts in the 'Client Health Maintenance' form for both immunization & wellness items. This client also has had past alerts in the 'Client Health Maintenance' form for both immunization & wellness items.
Steps
  1. Access the 'User Definition' form.
  2. Select the desired user in the 'Select User' field.
  3. Select the "Forms and Tables" section.
  4. Click [Select Tables for Product SQL Access].
  5. Navigate to 'Avatar PM' - 'CWSSYSTEM'.
  6. Validate the 'cw_hm_alerts_immunization', 'cw_hm_alerts_wellness', 'audit_alerts_immunization', 'audit_alerts_wellness' SQL tables are available for selection and select them.
  7. Click [OK] and [Submit].
  8. Access Crystal Reports or other SQL Reporting tool.
  9. Create a report using the 'CWSSYTEM.cw_hm_alerts_immunization' table.
  10. Validate all immunization alert data is displayed for "Client A".
  11. Close the report.
  12. Create a report using the 'CWSSYSTEM.cw_hm_alerts_wellness' table.
  13. Validate all wellness alert data is displayed for "Client A".
  14. Close the report.
  15. Create a report using the 'CWSSYTEM.audit_alerts_immunization' table.
  16. Validate all audit immunization alert data is displayed for "Client A".
  17. Close the report.
  18. Create a report using the 'CWSSYTEM.audit_alerts_wellness' table.
  19. Validate all audit wellness alert data is displayed for "Client A".
  20. Close the report.
Topics
• Modeling • Progress Note Corrections • Client Health Maintenance
Update 107 Summary | Details
Create New Progress Note Form
Scenario 1: "Create New Progress Note" form - Validate functionality in (GA-ASO) enabled environments
Steps
  1. Internal Testing Only
Scenario 2: Create New Progress Note Form - Functionality and validations
Specific Setup:
  • Have an existing "Progress Note (Group and Individual)" form [PNFormA], that can be used to create a new progress note form copy
  • In form "Site Specific Section Modeling", edit [PNFormA] and make the following change:
  • Add any Site Specific "Dictionary" field and add dictionary values to the field using form "Dictionary Update" (Make a note of the dictionary values added)
  • In form "Registry Settings", search for the registry settings listed under the [PNFormA] progress note copy.
  • Select a registry setting and set it to a new value. For example, set registry setting "Clear Selected Client After Filing" to "Y"
  • In form "Set System Defaults", locate the field "Enable Auto Save for CWS Product Forms", select the [PNFormA] copy
  • Have access to form "Registry Settings"
Steps
  1. Open form "Create New Progress Note Form"
  2. In the "Progress Notes Form Name" field, populate the field with a name for the progress note [PNFormACopy]
  3. From the "Inherit Registry Setting and Site Specific Section Modeling configuration from" drop down list, select [PNFormA]
  4. Click [Submit]
  5. At the "Are you sure you want to create a new copy of the Progress Notes form", click "Yes"
  6. Click [OK]
  7. Close the form
  8. Open form "Registry Settings"
  9. Search for registry setting changed in the setup
  10. Locate the new progress note created [PNFormACopy]
  11. Validate the value set is the same as value set in progress note it was copied from, [PNFormA]
  12. Close the form
  13. Open the new copy of the progress note, [PNFormACopy]
  14. Validate the Site Specific "Dictionary" field added in the setup, is present on the form
  15. Click on the field to display its dictionary values
  16. Validate the expected values are displayed
  17. Select any value
  18. Populate any required and desired fields on the form
  19. Submit the form
  20. Validate the form files successfully
  21. Re-open the new form. [PNFormACopy]
  22. Populate any desired fields
  23. Click the [Backup] form button
  24. Close the form
  25. Re-open the form [PNFormACopy]
  26. Validate the "Restore/Delete Backup Data" dialog is displayed
  27. Validate a row is present for the backup saved in step a
  28. Select the row to enter the form
  29. Validate the fields values populated in step 1a, are populated as expected
  30. Populate any required and desired fields on the form
  31. Submit the form
  32. Validate the form files successfully
Topics
• Progress Notes • NX
Update 114 Summary | Details
Clinical Pathway Enrollment - 'Pathway Name' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Pathway Definition
  • Clinical Pathway Enrollment
  • Client Alert dialog
Scenario 1: 'Clinical Pathway Definition’ form - Add a pathway
Steps
  1. Access the 'Clinical Pathway Definition' form.
  2. Select "New" in the 'Create New or Edit Existing' field.
  3. Enter an alphanumeric value in the 'Pathway ID' field.
  4. Enter text in the 'Pathway Name' field.
  5. Select "Yes" in the 'Alert When Client is Accessed?' field. This will cause an alert to display whenever the client is accessed.
  6. Select any value in the 'Appointment Status to Alert' field. This field will trigger an alert when an appointment with this status takes place.
  7. To highlight the pathway using a specific color, enter the color code. Must be in the format of '#FBD9D9'.
  8. Click [Import Icon].
  9. Navigate to the location of the icon and select the icon. When a client is assigned this clinical pathway, the icon will display on the Client Header banner.
  10. Click [Submit].
  11. Access the 'Clinical Pathway Enrollment' form for any test client.
  12. Validate the 'Pathway Name' field contains the pathway added in the previous steps.
  13. Close the form.
Scenario 2: 'Clinical Pathway Definition' form - Edit a pathway
Specific Setup:
  • A clinical pathway must be defined (Pathway A).
Steps
  1. Access the 'Clinical Pathway Definition' form.
  2. Select "Edit Existing" in the 'Create New or Edit Existing' field.
  3. Select "Pathway A" in the 'Pathway List' drop down list field.
  4. Edit fields as needed. Note: the 'Pathway ID' field cannot be edited.
  5. Click [Submit].
  6. Click [No] on the prompt to return to the form.
Scenario 3: Clinical Pathway Enrollment - Add an enrollment
Specific Setup:
  • A pathway is defined in the 'Clinical Pathway Definition' form. "Yes" is selected in the 'Alert When Accessed' field. This pathway is also defined with a color (Pathway A).
  • Multiple other pathways are defined with colors in the 'Clinical Pathway Definition' form.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Clinical Pathway Enrollment' form.
  2. Validate the 'Date of Enrollment' field defaults to the current date.
  3. Validate the 'Pathway Name' field contains only pathways defined in the system.
  4. Select "Pathway A" in the 'Pathway Name' field.
  5. Select "Yes" for 'Primary Pathway'.
  6. Click [Submit] and [No].
  7. Validate the 'My Clients' list contains "Client A" in the pathway color.
  8. Select "Client A" and access the 'Clinical Pathway Enrollment' form.
  9. Click [Add] to add an additional pathway.
  10. Select "Pathway A" in the 'Pathway Name' field.
  11. Validate a message is displayed stating: Client is already enrolled in the selected Clinical Pathway.
  12. Click [OK].
  13. Select any new value in the 'Pathway Name' field.
  14. Select "Yes" for 'Primary Pathway'.
  15. Validate a message is displayed stating: Primary Pathway already exists. "Pathway A" is the current Primary Pathway.
  16. Click [OK].
  17. Select "No" in the 'Primary Pathway' field.
  18. Click [Submit] and [No].
  19. Validate the 'My Clients' list contains "Client A" in the primary pathway color.
Scenario 4: Clinical Pathway Enrollment - Validate the 'Pathway Name' field when no pathways are initially defined
Specific Setup:
  • No pathways are currently defined in 'Clinical Pathway Definition'.
Steps
  1. Select "Client A" and access the 'Clinical Pathway Enrollment' form.
  2. Validate the 'Pathway Name' field does not contain any values.
  3. Close the form.
  4. Access the 'Clinical Pathway Definition' form.
  5. Select "Edit" in the 'Create New or Edit Existing' field.
  6. Validate the 'Pathway List' field does not contain any values.
  7. Select "New" in the 'Create New or Edit Existing' field.
  8. Enter an alphanumeric value in the 'Pathway ID' field.
  9. Enter the desired value in the 'Pathway Name' field.
  10. Select "Yes" in the 'Alert When Client is Accessed?' field. This will cause an alert to display whenever the client is accessed.
  11. Select any value in the 'Appointment Status to Alert' field. This field will trigger an alert when an appointment with this status takes place.
  12. Click [Submit].
  13. Again Select "Edit" in the 'Create New or Edit Existing' field.
  14. Validate the 'Pathway List' field contains the pathway added in the previous steps.
  15. Close the form.
  16. Select "Client A" and access the 'Clinical Pathway Enrollment' form.
  17. Validate the 'Pathway Name' field contains the pathway added in the previous steps.
  18. Close the form.
Topics
• Clinical Pathway
Update 122 Summary | Details
Allergies / Hypersensitivities - Quick Actions
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Quick Actions Page
  • Allergies and Hypersensitivities
Scenario 1: 'Allergies and Hypersensitivities' quick action - File a Medication Allergy
Specific Setup:
  • A client must be admitted into an active episode who does not have any information filed in the 'Allergies and Hypersensitivities' form. (Client A)
  • 'Allergies / Hypersensitivities' Quick Action must be assigned to the user's Client Dashboard in the 'NX View Definition' form.
  • The 'Require Reaction Severity' registry setting must be set to "N".
  • This is for Avatar NX systems.
Steps
  1. Select "Client A" and launch the 'Client Dashboard'.
  2. Navigate to the 'Quick Actions' widget.
  3. Click [Allergies / Hypersensitivities - Add].
  4. Validate the 'Known Food Allergies' field exists.
  5. Enter and select the desired medication in the 'Allergen/Reactant' field.
  6. Enter the desired date in the 'Date Recognized' field.
  7. Select "Confirmed" in the 'Status' field.
  8. Select "Yes" in the 'Known Medication Allergies' field.
  9. Select "No" in the 'Known Food Allergies' field.
  10. Select the desired value in the 'Reactions' field.
  11. Select the desired value in the 'Reaction Severity' field.
  12. Click [Save].
  13. Validate the 'Allergies / Hypersensitivities' quick action displays the current date and time.
  14. Click [Allergies / Hypersensitivities - Add].
  15. Validate the 'Known Medication Allergies' field is disabled and "Yes" is selected.
  16. Validate that the 'Known Food Allergies' field is enabled and "No" is selected.
  17. Enter and select the desired value in the 'Allergen/Reactant' field.
  18. Enter the desired date in the 'Date Recognized' field.
  19. Select "Confirmed" in the 'Status' field.
  20. Select the desired value in the 'Reactions' field.
  21. Select the desired value in the 'Reaction Severity' field.
  22. Click [Save].
  23. Validate the 'Allergies / Hypersensitivities' quick action displays the current date and time.
  24. Close the Client Dashboard.
  25. Access the 'Allergies and Hypersensitivities' form.
  26. Click [Update].
  27. Validate the allergies filed in the previous steps displayed.
  28. Validate the 'Reactions' field contains the previously filed value for both allergies.
  29. Validate the 'Reaction Severity' field contains the previous filed value for both allergies.
  30. Click [Close/Cancel].
  31. Validate the 'Known Medication Allergies' field is disabled and "Yes" is selected.
  32. Validate that the 'Known Food Allergies' field is enabled and "No" is selected.
  33. Click [Submit].
Scenario 2: 'Allergies and Hypersensitivities' quick action - File a Food Allergy
Specific Setup:
  • A client must be admitted into an active episode who does not have any information filed in the 'Allergies and Hypersensitivities' form. (Client A)
  • 'Allergies / Hypersensitivities' Quick Action must be assigned to the user's Client Dashboard in the 'NX View Definition' form.
  • The 'Require Reaction Severity' registry setting must be set to "N".
  • This is for Avatar NX systems.
Steps
  1. Select "Client A" and launch the 'Client Dashboard'.
  2. Navigate to the 'Quick Actions' widget.
  3. Click [Allergies / Hypersensitivities - Add].
  4. Validate the 'Known Food Allergies' field exists.
  5. Enter and select the desired food in the 'Allergen/Reactant' field.
  6. Enter the desired date in the 'Date Recognized' field.
  7. Select "Confirmed" in the 'Status' field.
  8. Select "Yes" in the 'Known Food Allergies' field.
  9. Select "No" in the 'Known Medication Allergies' field.
  10. Select the desired value in the 'Reactions' field.
  11. Select the desired value in the 'Reaction Severity' field.
  12. Click [Save].
  13. Validate the 'Allergies / Hypersensitivities' quick action displays the current date and time.
  14. Click [Allergies / Hypersensitivities - Add].
  15. Validate the 'Known Food Allergies' field is disabled and "Yes" is selected.
  16. Validate that the 'Known Medication Allergies' field is enabled and "No" is selected.
  17. Enter and select the desired value in the 'Allergen/Reactant' field.
  18. Enter the desired date in the 'Date Recognized' field.
  19. Select "Confirmed" in the 'Status' field.
  20. Select the desired value in the 'Reactions' field.
  21. Select the desired value in the 'Reaction Severity' field.
  22. Click [Save].
  23. Validate the 'Allergies / Hypersensitivities' quick action displays the current date and time.
  24. Close the Client Dashboard.
  25. Access the 'Allergies and Hypersensitivities' form.
  26. Click [Update].
  27. Validate the allergies filed in the previous steps displayed.
  28. Validate the 'Reactions' field contains the previously filed value for both allergies.
  29. Validate the 'Reaction Severity' field contains the previous filed value for both allergies.
  30. Click [Close/Cancel].
  31. Validate the 'Known Food Allergies' field is disabled and "Yes" is selected.
  32. Validate the 'Known Medication Allergies' field is enabled and "No" is selected.
  33. Click [Submit].
Scenario 3: Allergies and Hypersensitivities - Add/Edit Allergies
Specific Setup:
  • A client must have an active episode. (Client A)
  • The 'Allergies and Hypersensitivities' form must be accessible from the Chart View.
Steps
  1. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  2. Select "No" in the 'Known Medication Allergies' field.
  3. Select "No" in the 'Known Food Allergies' field.
  4. Click [Submit].
  5. Double click on "Client A" to access the 'Chart View'.
  6. Select the 'Allergies and Hypersensitivities' form from the left-hand side.
  7. Validate an entry is displayed stating: "Known Food Allergies: No".
  8. Validate an entry is displayed stating: "Known Medication Allergies: No".
  9. Close the chart.
  10. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  11. Select "No" in the 'Known Medication Allergies' field.
  12. Select "No" in the 'Known Food Allergies' field.
  13. Click [Update].
  14. Validate the 'Allergies and Hypersensitivities' grid is displayed.
  15. Click [New Row].
  16. Search for and select any value in the 'Allergen/Reactant' field.
  17. Enter the desired date in the 'Date Recognized' field.
  18. Select "Active" in the 'Status' field.
  19. Select any value in the 'Reaction Severity' field.
  20. Click [Save] and [Submit].
  21. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  22. Click [Update].
  23. Validate the 'Allergies and Hypersensitivities' grid contains the allergy filed in the previous steps.
  24. Select "Inactive" in the 'Status' field.
  25. Click [Save] and [Submit].
  26. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  27. Click [Update].
  28. Validate the 'Allergies and Hypersensitivities' grid contains the allergy with the "Inactive" status.
  29. Click [Close/Cancel] and close the form.
Topics
• Allergies and Hypersensitivities • NX • Quick Actions
Update 123 Summary | Details
Implantable Device List - 'SYSTEM.cw_implantable_device' SQL table
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Implantable Device List
  • SQL Query/Reporting Tool
Scenario 1: Implantable Device List - Form Validation
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Implantable Device List' form.
  2. Select "Client A" in the 'Client Search' field.
  3. Select a device in the 'Unique Device Identifier Search' field.
  4. Verify the following fields in the "Device Information" section display data:
  5. Brand Name
  6. Version or Model
  7. Device Type
  8. Company Name
  9. Device Description
  10. What MRI safety information does the labeling contain
  11. Device required to be labeled as containing natural rubber latex or dry natural rubber?
  12. Verify the following fields in the "Production Identifiers" section display data. Note that not all fields will be populated, depending on the selected device:
  13. Batch/Lot Number
  14. Serial Number
  15. Expiration Date
  16. Manufacturing Date
  17. Donation Identification Number
  18. Click [File Implantable Device To Client].
  19. Click [OK] on the "Information: Filed Successfully" dialog.
  20. Click [Submit].
  21. Access the 'Implantable Device List' form.
  22. Select "Client A" in the 'Client Search' field.
  23. Validate all fields display the data as filed previously.
  24. Click [Submit].
Scenario 2: Implantable Device List - SQL Table Validation
Steps
  1. Access the 'Implantable Device List' form.
  2. Select "Client A" in the 'Client Search' field.
  3. Select a device in the 'Unique Device Identifier Search' field.
  4. Verify the following fields in the "Device Information" section display data:
  5. Brand Name
  6. Version or Model
  7. Device Type
  8. Company Name
  9. Device Description
  10. What MRI safety information does the labeling contain
  11. Device required to be labeled as containing natural rubber latex or dry natural rubber?
  12. Verify the following fields in the "Production Identifiers" section display data. Note that not all fields will be populated, depending on the selected device:
  13. Batch/Lot Number
  14. Serial Number
  15. Expiration Date
  16. Manufacturing Date
  17. Donation Identification Number
  18. Click [File Implantable Device To Client].
  19. Click [OK] on the "Information: Filed Successfully" dialog.
  20. Click [Submit].
  21. Access Crystal Reports or other SQL reporting tool.
  22. Select the CWS namespace.
  23. Create a report using the 'SYSTEM.cw_implantable_device' SQL table.
  24. Include, at a minimum, the following fields:
  25. PATID
  26. distinct_identifier
  27. device_type_code
  28. device_type_value
  29. data_entry_date
  30. device_identifier
  31. Validate a row is displayed for the device filed for "Client A" with the all of the device data.
  32. Close the report.
Topics
• Implantable Device List • Query/Reporting
Update 127 Summary | Details
Progress Notes (Group and Individual) - Group Default Notes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
  • Ambulatory Progress Notes
  • Service Codes
  • Client Charge Input
Scenario 1: Progress Notes (Group and Individual) - Group Default Notes - file an existing appointment group note
Specific Setup:
  • A group must exist (Group A) with two clients (Client A & Client B).
  • A group appointment must be scheduled for "Group A" for the current date.
  • Document routing is enabled on the 'Progress Notes (Group and Individual)' form.
  • The 'Attach Selected Appointment To Notes On Draft' registry setting is set to either "1" or "2".
  • The 'Post Appointment When the Note Is Submitted' registry setting is set to "Y".
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select the "Group Default Notes" section.
  3. Enter the current date in the 'Date Of Group' field.
  4. Enter the desired practitioner in the 'Practitioner' field.
  5. Select "Existing Appointment" in the 'Progress Note For' field.
  6. Select the existing appointment for "Group A" in the 'Note Addresses Which Existing Service/Appointment' field.
  7. Select the desired value in the 'Note Type' field.
  8. Enter the desired value in the 'Note' field.
  9. Validate the 'Client Who Attended Group' field contains "Client A" and "Client B".
  10. Click [File Note].
  11. Validate a "Group Default Notes" message is displayed stating: Progress notes are filed.
  12. Click [OK].
  13. Navigate to the "Individual Progress Notes" section.
  14. Select "Group A" in the 'Group Name or Number' field.
  15. Enter the current date in the 'Note Date' field.
  16. Select the note for "Client A" in the 'Select Note To Edit' field.
  17. Select "Final" in the 'Draft/Final' field.
  18. Click [File Note].
  19. Click [Accept] in the document routing dialog.
  20. Enter the password for the logged in user and click [Verify].
  21. Validate a message is displayed stating: Note Filed.
  22. Click [OK].
  23. Validate the 'Select Note To Edit' field contains the note for "Client B".
  24. Select "Final" in the 'Draft/Final' field.
  25. Click [File Note].
  26. Click [Accept] in the document routing dialog.
  27. Enter the password for the logged in user and click [Verify].
  28. Validate a message is displayed stating: Note Filed.
  29. Click [OK] and close the form.
  30. Access the 'Client Ledger' form.
  31. Enter "Client A" in the 'Client ID' field.
  32. Select "All Episodes" from the 'Claim/Episode/All Episodes' field.
  33. Select "Simple" from the 'Ledger Type' field.
  34. Click [Process].
  35. Verify the 'Client Ledger Report' page is displayed and contains the service for the group note filed in the previous steps.
  36. Click [Dismiss].
  37. Repeat steps 2a-2f for "Client B".
  38. Close the form.
Topics
• Progress Notes • Group Progress Notes • Scheduling Calendar