Skip to main content

Avatar CWS 2022 Quarterly Release 2022.01 Acceptance Tests

  1. Last updated
  2. Save as PDF
Update 1 Summary | Details
Avatar CWS 2022 is Installed
Scenario 1: Validate Upgrading Avatar CWS 2021 to 2022 is successful when 2021.04.00 is loaded
Specific Setup:
  • Latest Monthly Release is installed.
Steps
  1. Open the "Product Updates" form.
  2. Select the appropriate [Namespace] from the Application dropdown list
  3. Click [Select Update/Customization Pack].
  4. Browse to the location for the updates and select the Update 1.
  5. Click [OK] on the "File Upload Complete" window.
  6. Click [Review Update/Customization Pack Contents].
  7. Verify Update 1 is included.
  8. Click [Install Update/Customization Pack].
  9. Click [OK] when the install completes.
  10. Click [Close Form].
Topics
• Upgrade
Update 2 Summary | Details
'Client Health Maintenance' - 'Immunizations' grid
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Health Maintenance
Scenario 1: Validation of Client Health Maintenance - Wellness Items Grid
Specific Setup:
  • Two clients are enrolled in an existing episode (Client A and Client B).
Steps
  1. Access the 'Client Health Maintenance' form.
  2. Select "Client A" in the 'Client ID' field.
  3. Click [Wellness - Update].
  4. Click [New Row].
  5. Select any value in the 'Wellness Item' field.
  6. Select any value in the 'Provided By' field.
  7. Enter the desired date in the 'Date' field.
  8. Select any value in the 'Administered By' field.
  9. Click [Save].
  10. Select "Client B" in the 'Client ID' field.
  11. Click [Wellness - Update].
  12. Validate the wellness item added for "Client A" is not displayed.
  13. Click [New Row].
  14. Select any value in the 'Wellness Item' field.
  15. Select any value in the 'Provided By' field.
  16. Enter the desired date in the 'Date' field.
  17. Select any value in the 'Administered By' field.
  18. Click [Save] and [Submit].
  19. Access the 'Client Health Maintenance' form.
  20. Select "Client B" in the 'Client ID' field.
  21. Click [Wellness - Update].
  22. Validate the 'Wellness' table contains the wellness item filed in the previous steps.
  23. Close the form.
Scenario 2: Validation of Client Health Maintenance - Immunization Items Grid
Specific Setup:
  • Two clients are enrolled in an existing episode (Client A and Client B).
Steps
  1. Access the 'Client Health Maintenance' form.
  2. Select "Client A" in the 'Client ID' field.
  3. Click [Immunizations - Update].
  4. Click [New Row].
  5. Select any value in the 'Vaccine' field.
  6. Select any value in the 'Dose' field.
  7. Select any value in the 'Provided By' field.
  8. Enter the desired date in the 'Date' field.
  9. Enter "1" in the 'Amount' field.
  10. Validate the 'Error' dialog contains "Must be a number with decimal places".
  11. Click [OK].
  12. Enter ".50" in the 'Amount' field.
  13. Click [Save].
  14. Select "Client B" in the 'Client ID' field.
  15. Click [Immunization - Update].
  16. Validate the wellness item added for "Client A" is not displayed.
  17. Click [New Row].
  18. Select any value in the 'Vaccine' field.
  19. Select any value in the 'Dose' field.
  20. Select any value in the 'Provided By' field.
  21. Enter the desired date in the 'Date' field.
  22. Enter ".50" in the 'Amount' field.
  23. Click [Save] and [Submit].
  24. Access the 'Client Health Maintenance' form.
  25. Select "Client B" in the 'Client ID' field.
  26. Click [Immunizations - Update].
  27. Validate the 'Immunization' table contains the immunization filed in the previous steps.
  28. Close the form.
Scenario 3: Validation of Client Health Maintenance - Immunization Items Grid
Specific Setup:
  • The client must be enrolled in an existing episode (Client A).
Steps
  1. Access the 'Client Health Maintenance' form.
  2. Select "Client A" in the 'Client ID' field.
  3. Click [Immunizations - Update].
  4. Click [New Row].
  5. Select any value in the 'Vaccine' field.
  6. Select any value in the 'Dose' field.
  7. Select any value in the 'Provided By' field.
  8. Enter the desired date in the 'Date' field.
  9. Enter "1" in the 'Amount' field.
  10. Validate the 'Error' dialog contains "Must be a number with decimal places".
  11. Click [OK].
  12. Enter ".50" in the 'Amount' field.
  13. Click [Save] and [Submit].
  14. Access Crystal Reports or other SQL Reporting Tool.
  15. Create a report using the 'SYSTEM.cw_immunization_history' SQL table.
  16. Validate the 'PATID' field contains the ID of "Client A".
  17. Validate the 'dosage' field contains ".50".
  18. Access the 'Client Health Maintenance' form.
  19. Select "Client A" in the 'Client ID' field.
  20. Click [Immunizations - Update].
  21. Validate the 'Immunizations' table contains the immunization filed in previous steps.
  22. Enter ".750" in the 'Amount' field.
  23. Click [Save] and [Submit].
  24. Access Crystal Reports or other SQL Reporting Tool.
  25. Refresh the report using the 'SYSTEM.cw_immunization_history' SQL table.
  26. Validate the 'dosage' field contains ".750"
  27. Close the report.
Topics
• Client Health Maintenance
Update 6 Summary | Details
'Client Health Maintenance' - 'Immunizations' grid
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Health Maintenance
Scenario 1: Validation of Client Health Maintenance - Immunization Items Grid
Specific Setup:
  • The client must be enrolled in an existing episode (Client A).
Steps
  1. Access the 'Client Health Maintenance' form.
  2. Select "Client A" in the 'Client ID' field.
  3. Click [Immunizations - Update].
  4. Click [New Row].
  5. Select any value in the 'Vaccine' field.
  6. Select any value in the 'Dose' field.
  7. Select any value in the 'Provided By' field.
  8. Enter the desired date in the 'Date' field.
  9. Enter "1" in the 'Amount' field.
  10. Validate the 'Error' dialog contains "Must be a number with decimal places".
  11. Click [OK].
  12. Enter ".50" in the 'Amount' field.
  13. Click [Save] and [Submit].
  14. Access Crystal Reports or other SQL Reporting Tool.
  15. Create a report using the 'SYSTEM.cw_immunization_history' SQL table.
  16. Validate the 'PATID' field contains the ID of "Client A".
  17. Validate the 'dosage' field contains ".50".
  18. Access the 'Client Health Maintenance' form.
  19. Select "Client A" in the 'Client ID' field.
  20. Click [Immunizations - Update].
  21. Validate the 'Immunizations' table contains the immunization filed in previous steps.
  22. Enter ".750" in the 'Amount' field.
  23. Click [Save] and [Submit].
  24. Access Crystal Reports or other SQL Reporting Tool.
  25. Refresh the report using the 'SYSTEM.cw_immunization_history' SQL table.
  26. Validate the 'dosage' field contains ".750"
  27. Close the report.
Topics
• Client Health Maintenance
Update 7 Summary | Details
'Registry Settings' - 'Require Number of Clients In Group' setting
Scenario 1: Validate the 'Require Number Of Clients In Group' Registry Setting
Specific Setup:
  • Client must be enrolled in an existing episode (Client A).
  • The 'Number of Clients In Group' field exists on the individual section of the 'Progress Notes (Group and Individual)' form. This can be done in the 'Site Specific Section Modeling' form.
  • The 'Progress Notes' widget is on the user's HomeView.
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Require Number of Clients In Group" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Validate the 'Registry Setting Details' field contains "Enter "Y" to require the 'Number Of Clients In Group' field for data entry on the 'Individual' section when a group service code is selected in the 'Progress Notes (Group and Individual)' form. Enter "N" to unrequire the 'Number Of Clients In Group' field on the 'Individual' section and allow for conditional data entry for the above mentioned condition in the 'Progress Notes Group and Individual' form. Please note: The 'Number Of Clients In Group' field can be enabled through the 'Site Specific Section Modeling' form. If the field is not present on the form this functionality will have no effect".
  5. Enter "Y" in the Registry Setting Value' field.
  6. Click [Submit] and close the form.
  7. Access the 'Progress Notes (Group and Individual)' form.
  8. Select "Client A" in the 'Select Client' field.
  9. Select the desired episode.
  10. Select "New Service" in the 'Progress Note For' field.
  11. Select the desired value in the 'Note Type' field.
  12. Enter the desired value in the 'Notes' field.
  13. Select the desired practitioner in the 'Practitioner' field.
  14. Enter the desired date in the 'Date of Service' field.
  15. Select any group service code in the 'Service Charge Code' field.
  16. Verify 'Number Of Clients In Group' field is required.
  17. Enter the desired value in the 'Number of Clients In Group' field.
  18. Click [File Note] and close the form.
  19. Select "Client A" and access the 'Progress Notes' widget.
  20. Validate the 'Progress Note' widget contains the progress note filed in the previous steps.
  21. Access the 'Registry Settings' form.
  22. Enter "Require Number of Clients In Group" in the 'Limit Registry Settings to the Following Search Criteria' field.
  23. Click [View Registry Settings].
  24. Enter "N" in the 'Registry Setting Value' field.
  25. Click [Submit] and close the form.
  26. Access the 'Progress Notes (Group and Individual)' form.
  27. Select "Client A" in the 'Select Client' field.
  28. Select the desired episode.
  29. Select "New Service" in the 'Progress Note For' field.
  30. Select the desired value in the 'Note Type' field.
  31. Enter the desired value in the 'Notes' field.
  32. Select the desired practitioner in the 'Practitioner' field.
  33. Enter the desired date in the 'Date of Service' field.
  34. Select any group service code in the 'Service Charge Code' field.
  35. Verify 'Number Of Clients In Group' field is not required.
  36. Click [File Note] and close the form.
  37. Select "Client A" and access the 'Progress Notes' widget.
  38. Validate the 'Progress Notes' widget contains the progress note filed in the previous steps.
Topics
• Registry Settings • NX
Update 8 Summary | Details
POC Results Entry Configuration - 'Save As Vital Sign'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • POC Results Entry Configuration
  • Orders This Episode
Scenario 1: eMAR - Administering an order and entering a Result for an order with vitals, editing the vitals and voiding the vitals
Specific Setup:
  • Avatar CWS 2022 Update 8, Avatar OE 2021 Update 50, Avatar eMAR 2021 Update 20 and RADplus Client Update 3201-003 are required in order to utilize full functionality.
  • The 'Avatar eMAR->General->Settings->->->Use separate 'Infusion Details' tab for IVs on eMAR Administration Event dialog' registry setting must be set to "Y".
  • The 'Avatar eMAR->General->Settings->->->'Require client wristband scan in Avatar eMAR' registry setting must be set to "Y".
  • The 'POC Results Entry Configuration' form must have an observation defined that has a value selected in the 'Save as Vital Sign' field, a test defined that is associated with an order code and has an additional data element defined on the 'eMAR Results Entry' section of the 'POC Results Entry Configuration' form.
  • Please log out of the application and log back in after completing the above configuration.
  • Must have the "NDC's" for "CEFTRIAXONE 1 GM/5 ML INTRAVENOUS SOLUTION" and "COUMADIN (WARFARIN SODIUM) 10 MG ORAL TABLET".
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Order Code Setup' form.
  2. Select "Edit Existing Order Code' in the 'Add/Edit Order Code' field.
  3. Search for and select "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL" in the 'Existing Order Code' field.
  4. Select the following values in the 'Additional Data Elements to Include In Avatar eMAR (Administration)' field.
  5. Blood Glucose
  6. eMAR Results Entry value
  7. Weight
  8. Click [Submit] and close the form.
  9. Select "Client A" and access the Order Entry Console.
  10. Search for and select "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL" in the 'New Order' field.
  11. Set the 'Dose' field to "1".
  12. Validate the 'Dose Unit' field contains "Tablet".
  13. Select "As Needed" from the 'Freq' field.
  14. Set the 'Duration' field to "1" and click [Days].
  15. Validate the 'Days Supply' field contains "1".
  16. Validate the 'Dispense Qty' field contains "1".
  17. Select "Tablet" from the 'Dispense Qty Unit' field.
  18. Validate the 'Directions' field contains "Take one (1) tablet by mouth as needed".
  19. Click [Add to Scratchpad].
  20. Search for and select "CEFTRIAXONE 1 GM/50 ML SOLUTION INTRAVENOUS" in the 'New Order' field.
  21. Set the 'Dose' field to "1".
  22. Select "Gram" in the 'Dose Unit' field.
  23. Select "AS NEEDED" from the 'Freq' field.
  24. Validate the 'Route' field contains "INTRAVENOUS".
  25. Select "IV Push" from the 'Admin Method' field.
  26. Set the 'Duration' field to "8" and click [Days].
  27. Validate the 'Days Supply' field contains "8".
  28. Set the 'Dispense Qty' field to "8".
  29. Select "Gram" in the 'Dispense Qty Unit' field.
  30. Validate the 'Directions' field contains "Inject one (1) gram intravenously as needed".
  31. Click [Add to Scratchpad] and click [Final Review].
  32. Validate the 'Interactions' dialog is displayed.
  33. Override all interactions and click [Save Override and Exit].
  34. Validate the 'Final Review' dialog is displayed.
  35. Select "None" in the 'Output' column for both orders and click [Sign]
  36. Validate the 'Order grid' contains the orders for "COUMADIN (WARFARIN SODIUM)" and "CEFTRIAXONE 1 GM/50 ML INTRAVENOUS SOLUTION".
  37. Access the 'eMAR' widget.
  38. Click the 'Click here to provide override reason' field.
  39. Validate the 'Wristband Scan Override' dialog exists.
  40. Select "Other Reason" from the 'Please provide a reason' field.
  41. Set the 'Other Reason' field to any value.
  42. Click [OK].
  43. Validate an order for "CEFTRIAXONE 1 GM/5 ML INTRAVENOUS SOLUTION" is displayed with no hours of administration under the current date.
  44. Validate an order for "COUMADIN (WARFARIN SODIUM) 10 MG ORAL TABLET" is displayed with no hours of administration under the current date.
  45. Complete the 'Order Acknowledgement' and 'Client Education' for both orders.
  46. Select a cell under the current date for the "CEFTRIAXONE" order and for the "COUMADIN" order and click [Administer]
  47. Validate the 'Administration Event' dialog is displayed.
  48. Set the 'Med ID' field to the NDC for "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL".
  49. Select a successful administration event in the 'Administration Event' field.
  50. Click [Warning - View].
  51. Override all warnings and click [OK]
  52. Click the 'Infusion Details' tab.
  53. Set the 'Med ID' field to the NDC for "CEFTRIAXONE 1 GM/5 ML INTRAVENOUS SOLUTION".
  54. Select a successful administration event in the 'Administration Event' field.
  55. Click [Warning - View].
  56. Override all warnings and click [OK]
  57. Click the 'Additional Data (Administration)' tab.
  58. Set the 'Blood Glucose (mg/dL)' field to "120".
  59. Set the 'Weight (lbs/kgs)' field to "100" and select "lbs".
  60. Set the 'eMAR Results Entry' field to "75".
  61. Check the 'Accept administration information entered' check box and click [OK].
  62. Validate the first cells under the current date for the "CEFTRIAXONE" and "COUMADIN" orders contain the amount administered and the time administered.
  63. Double click the administered cell under the current date for the "COUMADIN" order.
  64. Set the 'Result' field to "Test".
  65. Click the 'Additional Data (Results)' tab.
  66. Set the 'Blood Glucose (mg/dL)' field to "100".
  67. Set the 'Weight (lbs/kgs)' field to "99" and select "lbs".
  68. Set the 'eMAR Results Entry' field to "65".
  69. Check the 'Accept administration information entered' check box and click [OK].
  70. Create a report using the 'SYSTEM.cw_vital_signs' table and include the following fields: 'PATID', 'data_entry_date', 'data_entry_time', 'measured_unit', 'reading', 'reading_entry', 'reading_value', and 'vital_sign'.
  71. Filter the report by selecting "Client A's PATID" in the 'PATID' field
  72. Filter the report a second time by selecting the current date in the 'data_entry_date' field.
  73. Validate that 8 rows of data are displayed.
  74. Validate that row 1 contains "mg/dL" in the 'measured_unit' field, "BG" in the 'reading' field, "120" in the 'reading_entry' field, "120 mg/dL" in the 'reading_value' field and "Blood Glucose" in the 'vital_sign' field.
  75. Validate that row 2 contains "lbs" in the 'measured_unit' field, "WtLb" in the 'reading' field, "100" in the 'reading_entry' field, "100 lbs" in the 'reading_value' field and "Weight (lbs)" in the 'vital_sign' field.
  76. Validate that row 3 contains "kgs" in the 'measured_unit' field, "WtKg" in the 'reading' field, "45.5" in the 'reading_entry' field, "45.5 kgs" in the 'reading_value' field and "Weight (kgs)" in the 'vital_sign' field.
  77. Validate that row 4 contains "mg" in the 'measured_unit' field, "SSVI6" in the 'reading' field, "75" in the 'reading_entry' field, "75 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field.
  78. Validate that row 5 contains "mg/dL" in the 'measured_unit' field, "BG" in the 'reading' field, "100" in the 'reading_entry' field, "100 mg/dL" in the 'reading_value' field and "Blood Glucose" in the 'vital_sign' field.
  79. Validate that row 6 contains "lbs" in the 'measured_unit' field, "WtLb" in the 'reading' field, "99" in the 'reading_entry' field, "99 lbs" in the 'reading_value' field and "Weight (lbs)" in the 'vital_sign' field.
  80. Validate that row 7 contains "kgs" in the 'measured_unit' field, "WtKg" in the 'reading' field, "45.0" in the 'reading_entry' field, "45.0kgs" in the 'reading_value' field and "Weight (kgs)" in the 'vital_sign' field.
  81. Validate that row 8 contains "mg" in the 'measured_unit' field, "SSVI6" in the 'reading' field, "65" in the 'reading_entry' field, "65 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field.
  82. Validate "Client A" is selected and access the 'eMAR' widget.
  83. Right click the administered cell under the current date for the "COUMADIN" order and select "Edit Administration Event".
  84. Verify the 'Administration Event' dialog is displayed.
  85. Click the 'Additional Data (Administration)' tab.
  86. Validate the 'Blood Glucose (mg/dL)' field contains "120" and change the value to "125".
  87. Validate the 'Weight (lbs/kgs)' field contains "100" and change the value to "105".
  88. Validate that "lbs" is selected.
  89. Validate the 'eMAR Results Entry' field contains "75" and change the value to "80".
  90. Click the 'Additional Data (Results)' tab.
  91. Validate the 'Blood Glucose (mg/dL)' field contains "100" and change the value to "105".
  92. Validate the 'Weight (lbs/kgs)' field contains "99" and change the value to "125".
  93. Validate that "lbs" is selected.
  94. Validate the 'eMAR Results Entry' field contains "65" and change the value to "85".
  95. Check the 'Accept administration information entered' check box and click [OK].
  96. Refresh the report created using the 'SYSTEM.cw_vital_signs' table.
  97. Validate that 8 rows of data are displayed.
  98. Validate that row 1 contains "mg/dL" in the 'measured_unit' field, "BG" in the 'reading' field, "125" in the 'reading_entry' field, "125 mg/dL" in the 'reading_value' field and "Blood Glucose" in the 'vital_sign' field.
  99. Validate that row 2 contains "lbs" in the 'measured_unit' field, "WtLb" in the 'reading' field, "105" in the 'reading_entry' field, "105 lbs" in the 'reading_value' field and "Weight (lbs)" in the 'vital_sign' field.
  100. Validate that row 3 contains "kgs" in the 'measured_unit' field, "WtKg" in the 'reading' field, "47.7" in the 'reading_entry' field, "47.7 kgs" in the 'reading_value' field and "Weight (kgs)" in the 'vital_sign' field.
  101. Validate that row 4 contains "mg" in the 'measured_unit' field, "SSVI6" in the 'reading' field, "80" in the 'reading_entry' field, "80 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field.
  102. Validate that row 5 contains "mg/dL" in the 'measured_unit' field, "BG" in the 'reading' field, "105" in the 'reading_entry' field, "105 mg/dL" in the 'reading_value' field and "Blood Glucose" in the 'vital_sign' field.
  103. Validate that row 6 contains "lbs" in the 'measured_unit' field, "WtLb" in the 'reading' field, "125" in the 'reading_entry' field, "125 lbs" in the 'reading_value' field and "Weight (lbs)" in the 'vital_sign' field.
  104. Validate that row 7 contains "kgs" in the 'measured_unit' field, "WtKg" in the 'reading' field, "56.8" in the 'reading_entry' field, "56.8 kgs" in the 'reading_value' field and "Weight (kgs)" in the 'vital_sign' field.
  105. Validate that row 8 contains "mg" in the 'measured_unit' field, "SSVI6" in the 'reading' field, "85" in the 'reading_entry' field, "85 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field.
  106. Validate that "Client A" is selected and access the 'eMAR' widget.
  107. Right click the administered cell under the current date for the "COUMADIN" order and select "Void Administration Event".
  108. Validate the 'Administration Event' dialog is displayed.
  109. Select "Void Administration Event and Results" and click [Submit Void].
  110. Validate a message is displayed stating: "Are you sure you want to void this Event and Result?" and click [Yes].
  111. Refresh the report created using the 'SYSTEM.cw_vital_signs' table.
  112. Validate that all rows for this administration and result have been removed.
POC Results Entry - collection times, 'Result Report Change Date', and 'Result Report Change Time'.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • POC Results Entry
  • Orders This Episode
  • POC Results Entry Configuration
Scenario 1: POC Results Entry - Add a Result / Correct a Result / Void a Result
Specific Setup:
  • Avatar CWS 2022 Update 8 and RADplus Client Update 3201-003 are required in order to utilize full functionality.
  • An 'Observation Definition' must exist where the following applies: 'Select Observation' = "Gas flow.O2 O2 delivery sys (8839-3)" - 'Observation ID Code' = "Aortic root Oxygen saturation (8839-3)" - 'Field Name' = "Gas flow.O2 O2 delivery sys" - 'Observation Value Unit' = "mg" - 'Observation Value Field Type' = "Integer" - 'Sex/Age Range' = "0+" with a Normal Reference Range of "95-100" - an abnormal Reference Range of "85-94" with an 'Abnormal Code' = "Below low normal (L)" - an abnormal Reference Range of "80-84" with an 'Abnormal Code' = "Below lower panic limits" - select any value in the 'Save as a Vital Sign' field. (Observation Definition A).
  • A 'Test Definition' must exist where the following applies: 'Test Name' = "Oxygen Saturation ages 0+" - 'LOINC Code' = "Aortic root Oxygen saturation (8839-3)" - 'Order Codes' = "Complete Blood Count" and "Red Blood Cell Count" - 'Observation' = "Gas flow. O2 O2 delivery sys (8893-3)" - 'Require Observation' = "Yes" - 'Require Specimen Type' = "No" - 'Default Specimen Type' = "Blood, Whole" - 'Require Specimen Site' = "No" - 'Default Specimen Site' = no value - 'Associated Form' = "non-episodic CWS user defined form". (Test Definition A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Complete Blood Count (CBC)" in the 'New Order' field.
  3. Select "DAILY" in the 'Frequency' field.
  4. Set the 'Duration' field to "48" and click [Hours].
  5. Click the [Add to Scratchpad] and Click [Sign].
  6. Access the 'eMAR' widget.
  7. Click the 'Lab Orders' tab.
  8. Validate an order for "Complete Blood Count (CBC) (DAILY)" is displayed with "Specimen Collect" and no hours of administration under the current date.
  9. Complete 'Order Acknowledgement' and 'Client Education' for the "CBC" order.
  10. Select the "Specimen Collect" cell under the current date for the "Complete Blood Count (CBC) (DAILY)" order and click [Administer]
  11. Validate the 'Specimen Collection' dialog is displayed.
  12. Check the 'Accept specimen collection entered' check box and click [OK].
  13. Validate the first cell under the current date for the "Complete Blood Count (CBC) (DAILY)" orders contains the specimen collection time.
  14. Validate that "Client A" is selected and access the 'POC Results Entry' form.
  15. Validate that the 'Include Inactive Orders' is defaulted to "No".
  16. Select the "Complete Blood Count (CBC)" order in the 'Order' field.
  17. Validate the 'Order details' area is disabled and contains: 'Order #', 'Order Status', 'Order Type', 'Order Code', 'Frequency', 'Order Date', 'Start Date', 'Current Stop Date' and 'Discontinue Date' (if applicable).
  18. Validate that the 'Add/Correct/Void' field is disabled, required and defaulted to "Add".
  19. Validate the 'Specimen Collection Date' field contains the collection date.
  20. Validate the 'Specimen Collection Time' field contains the collection time.
  21. Validate the 'Result Date' field contains the current date.
  22. Validate the 'Result Time' field contains the current time.
  23. Validate that the 'cws user modeled form' section is displayed.
  24. Fill out the fields.
  25. Validate the 'Results' section is displayed.
  26. Set the 'Field Name' field to "117" and validate that "mg" is displayed next to it.
  27. Click [File].
  28. Create a report using the 'SYSTEM.cw_vital_signs' table and include the following fields: 'PATID', 'data_entry_date', 'data_entry_time', 'measured_unit', 'reading', 'reading_entry', 'reading_value', and 'vital_sign'.
  29. Filter the report by select "Client A's PATID" in the 'PATID' field
  30. Filter the report a second time by selecting the current date in the 'data_entry_date' field.
  31. Validate that the one row of data is displayed.
  32. Validate that the row contains "mg" in the 'measured_unit' field, "SSVSI6" in the 'reading' field, "117" in the 'reading_entry' field, "117 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field.
  33. Select "Client A" and access the 'POC Results Entry' form.
  34. Validate that the 'Include Inactive Orders' is defaulted to "No".
  35. Select the "Complete Blood Count" order in the 'Order' field.
  36. Select "Yes" in the 'Include Resulted Collections' field.
  37. Validate the 'Collection' field contains the "Collection Date Collection Time and the staff who collected the specimen".
  38. Validate that "Correct" is selected by default in the 'Add/Edit/Void' field.
  39. Validate that the 'Field Name' field contains "117".
  40. Set the 'Field Name' field to "125" and click [File].
  41. Refresh the report created using the 'SYSTEM.cw_vital_signs' table.
  42. Validate that the one row of data is displayed.
  43. Validate that the row contains "mg" in the 'measured_unit' field, "SSVSI6" in the 'reading' field, "125" in the 'reading_entry' field, "125 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field.
  44. Select "Client A" and access the 'POC Results Entry' form.
  45. Validate that the 'Include Inactive Orders' field is defaulted to "No".
  46. Select the "Complete Blood Count" order in the 'Order' field.
  47. Select "Yes" in the 'Include Resulted Collections' field.
  48. Validate the 'Collection' field contains the "Collection Date Collection Time and the staff who collected the specimen".
  49. Validate that "Correct" is selected by default in the 'Add/Edit/Void' field.
  50. Select "Void" in the 'Add/Correct/Void' field.
  51. Enter any value in the 'Void Comments' field.
  52. Click [File].
  53. Refresh the report created using the 'SYSTEM.cw_vital_signs' table.
  54. Validate that the row for this result has been removed.
  55. Create a report using the 'SYSTEM.results_header' table including the following fields: 'PATID', 'data_entry_date', 'result_status_code', 'result_status_value', 'universal_svc_id_code_alt', 'universal_svc_id_val_alt', 'result_rpt_change_date', 'result_rpt_change_time', 'voided_date', 'voided_by', 'voided_by_user_name', 'void_note', and 'display_type_value'.
  56. Filter the report using the 'PATID' field and selecting "Client A's" PATID.
  57. Filter the report a second time by selecting the current date in the 'data_entry_date' field.
  58. Validate that one row of data exists for this client.
  59. Validate that the 'result_status_code' field for this row contains a "C".
  60. Validate that the 'result_status_value' field is populated with: Correction to results.
  61. Validate that the 'universal_svc_id_code_alt' field contains "CBC".
  62. Validate that the 'universal_svc_id_val_alt' field contains "Complete Blood Count".
  63. Validate that the 'voided_date' field contains the current date.
  64. Validate the 'voided_by' field contains the username associated with the staff member who voided the result.
  65. Validate that the 'voided_by_user_name' field contains the username associated with the staff member who voided the result.
  66. Validate that the 'void_note' field contains the value that was entered in the 'Void Comments' field.
  67. Validate that the 'result_rpt_change_date' field contains the value that was entered in the 'Result Date' field.
  68. Validate that the 'result_rpt_change_time' field contains the value that was entered in the 'Result Time' field.
  69. Validate that the 'display_type_value' field contains "Voided".
Scenario 2: eMAR - Administering an order and entering a Result for an order with vitals, editing the vitals and voiding the vitals
Specific Setup:
  • Avatar CWS 2022 Update 8, Avatar OE 2021 Update 50, Avatar eMAR 2021 Update 20 and RADplus Client Update 3201-003 are required in order to utilize full functionality.
  • The 'Avatar eMAR->General->Settings->->->Use separate 'Infusion Details' tab for IVs on eMAR Administration Event dialog' registry setting must be set to "Y".
  • The 'Avatar eMAR->General->Settings->->->'Require client wristband scan in Avatar eMAR' registry setting must be set to "Y".
  • The 'POC Results Entry Configuration' form must have an observation defined that has a value selected in the 'Save as Vital Sign' field, a test defined that is associated with an order code and has an additional data element defined on the 'eMAR Results Entry' section of the 'POC Results Entry Configuration' form.
  • Please log out of the application and log back in after completing the above configuration.
  • Must have the "NDC's" for "CEFTRIAXONE 1 GM/5 ML INTRAVENOUS SOLUTION" and "COUMADIN (WARFARIN SODIUM) 10 MG ORAL TABLET".
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Order Code Setup' form.
  2. Select "Edit Existing Order Code' in the 'Add/Edit Order Code' field.
  3. Search for and select "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL" in the 'Existing Order Code' field.
  4. Select the following values in the 'Additional Data Elements to Include In Avatar eMAR (Administration)' field.
  5. Blood Glucose
  6. eMAR Results Entry value
  7. Weight
  8. Click [Submit] and close the form.
  9. Select "Client A" and access the Order Entry Console.
  10. Search for and select "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL" in the 'New Order' field.
  11. Set the 'Dose' field to "1".
  12. Validate the 'Dose Unit' field contains "Tablet".
  13. Select "As Needed" from the 'Freq' field.
  14. Set the 'Duration' field to "1" and click [Days].
  15. Validate the 'Days Supply' field contains "1".
  16. Validate the 'Dispense Qty' field contains "1".
  17. Select "Tablet" from the 'Dispense Qty Unit' field.
  18. Validate the 'Directions' field contains "Take one (1) tablet by mouth as needed".
  19. Click [Add to Scratchpad].
  20. Search for and select "CEFTRIAXONE 1 GM/50 ML SOLUTION INTRAVENOUS" in the 'New Order' field.
  21. Set the 'Dose' field to "1".
  22. Select "Gram" in the 'Dose Unit' field.
  23. Select "AS NEEDED" from the 'Freq' field.
  24. Validate the 'Route' field contains "INTRAVENOUS".
  25. Select "IV Push" from the 'Admin Method' field.
  26. Set the 'Duration' field to "8" and click [Days].
  27. Validate the 'Days Supply' field contains "8".
  28. Set the 'Dispense Qty' field to "8".
  29. Select "Gram" in the 'Dispense Qty Unit' field.
  30. Validate the 'Directions' field contains "Inject one (1) gram intravenously as needed".
  31. Click [Add to Scratchpad] and click [Final Review].
  32. Validate the 'Interactions' dialog is displayed.
  33. Override all interactions and click [Save Override and Exit].
  34. Validate the 'Final Review' dialog is displayed.
  35. Select "None" in the 'Output' column for both orders and click [Sign]
  36. Validate the 'Order grid' contains the orders for "COUMADIN (WARFARIN SODIUM)" and "CEFTRIAXONE 1 GM/50 ML INTRAVENOUS SOLUTION".
  37. Access the 'eMAR' widget.
  38. Click the 'Click here to provide override reason' field.
  39. Validate the 'Wristband Scan Override' dialog exists.
  40. Select "Other Reason" from the 'Please provide a reason' field.
  41. Set the 'Other Reason' field to any value.
  42. Click [OK].
  43. Validate an order for "CEFTRIAXONE 1 GM/5 ML INTRAVENOUS SOLUTION" is displayed with no hours of administration under the current date.
  44. Validate an order for "COUMADIN (WARFARIN SODIUM) 10 MG ORAL TABLET" is displayed with no hours of administration under the current date.
  45. Complete the 'Order Acknowledgement' and 'Client Education' for both orders.
  46. Select a cell under the current date for the "CEFTRIAXONE" order and for the "COUMADIN" order and click [Administer]
  47. Validate the 'Administration Event' dialog is displayed.
  48. Set the 'Med ID' field to the NDC for "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL".
  49. Select a successful administration event in the 'Administration Event' field.
  50. Click [Warning - View].
  51. Override all warnings and click [OK]
  52. Click the 'Infusion Details' tab.
  53. Set the 'Med ID' field to the NDC for "CEFTRIAXONE 1 GM/5 ML INTRAVENOUS SOLUTION".
  54. Select a successful administration event in the 'Administration Event' field.
  55. Click [Warning - View].
  56. Override all warnings and click [OK]
  57. Click the 'Additional Data (Administration)' tab.
  58. Set the 'Blood Glucose (mg/dL)' field to "120".
  59. Set the 'Weight (lbs/kgs)' field to "100" and select "lbs".
  60. Set the 'eMAR Results Entry' field to "75".
  61. Check the 'Accept administration information entered' check box and click [OK].
  62. Validate the first cells under the current date for the "CEFTRIAXONE" and "COUMADIN" orders contain the amount administered and the time administered.
  63. Double click the administered cell under the current date for the "COUMADIN" order.
  64. Set the 'Result' field to "Test".
  65. Click the 'Additional Data (Results)' tab.
  66. Set the 'Blood Glucose (mg/dL)' field to "100".
  67. Set the 'Weight (lbs/kgs)' field to "99" and select "lbs".
  68. Set the 'eMAR Results Entry' field to "65".
  69. Check the 'Accept administration information entered' check box and click [OK].
  70. Create a report using the 'SYSTEM.cw_vital_signs' table and include the following fields: 'PATID', 'data_entry_date', 'data_entry_time', 'measured_unit', 'reading', 'reading_entry', 'reading_value', and 'vital_sign'.
  71. Filter the report by selecting "Client A's PATID" in the 'PATID' field
  72. Filter the report a second time by selecting the current date in the 'data_entry_date' field.
  73. Validate that 8 rows of data are displayed.
  74. Validate that row 1 contains "mg/dL" in the 'measured_unit' field, "BG" in the 'reading' field, "120" in the 'reading_entry' field, "120 mg/dL" in the 'reading_value' field and "Blood Glucose" in the 'vital_sign' field.
  75. Validate that row 2 contains "lbs" in the 'measured_unit' field, "WtLb" in the 'reading' field, "100" in the 'reading_entry' field, "100 lbs" in the 'reading_value' field and "Weight (lbs)" in the 'vital_sign' field.
  76. Validate that row 3 contains "kgs" in the 'measured_unit' field, "WtKg" in the 'reading' field, "45.5" in the 'reading_entry' field, "45.5 kgs" in the 'reading_value' field and "Weight (kgs)" in the 'vital_sign' field.
  77. Validate that row 4 contains "mg" in the 'measured_unit' field, "SSVI6" in the 'reading' field, "75" in the 'reading_entry' field, "75 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field.
  78. Validate that row 5 contains "mg/dL" in the 'measured_unit' field, "BG" in the 'reading' field, "100" in the 'reading_entry' field, "100 mg/dL" in the 'reading_value' field and "Blood Glucose" in the 'vital_sign' field.
  79. Validate that row 6 contains "lbs" in the 'measured_unit' field, "WtLb" in the 'reading' field, "99" in the 'reading_entry' field, "99 lbs" in the 'reading_value' field and "Weight (lbs)" in the 'vital_sign' field.
  80. Validate that row 7 contains "kgs" in the 'measured_unit' field, "WtKg" in the 'reading' field, "45.0" in the 'reading_entry' field, "45.0kgs" in the 'reading_value' field and "Weight (kgs)" in the 'vital_sign' field.
  81. Validate that row 8 contains "mg" in the 'measured_unit' field, "SSVI6" in the 'reading' field, "65" in the 'reading_entry' field, "65 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field.
  82. Validate "Client A" is selected and access the 'eMAR' widget.
  83. Right click the administered cell under the current date for the "COUMADIN" order and select "Edit Administration Event".
  84. Verify the 'Administration Event' dialog is displayed.
  85. Click the 'Additional Data (Administration)' tab.
  86. Validate the 'Blood Glucose (mg/dL)' field contains "120" and change the value to "125".
  87. Validate the 'Weight (lbs/kgs)' field contains "100" and change the value to "105".
  88. Validate that "lbs" is selected.
  89. Validate the 'eMAR Results Entry' field contains "75" and change the value to "80".
  90. Click the 'Additional Data (Results)' tab.
  91. Validate the 'Blood Glucose (mg/dL)' field contains "100" and change the value to "105".
  92. Validate the 'Weight (lbs/kgs)' field contains "99" and change the value to "125".
  93. Validate that "lbs" is selected.
  94. Validate the 'eMAR Results Entry' field contains "65" and change the value to "85".
  95. Check the 'Accept administration information entered' check box and click [OK].
  96. Refresh the report created using the 'SYSTEM.cw_vital_signs' table.
  97. Validate that 8 rows of data are displayed.
  98. Validate that row 1 contains "mg/dL" in the 'measured_unit' field, "BG" in the 'reading' field, "125" in the 'reading_entry' field, "125 mg/dL" in the 'reading_value' field and "Blood Glucose" in the 'vital_sign' field.
  99. Validate that row 2 contains "lbs" in the 'measured_unit' field, "WtLb" in the 'reading' field, "105" in the 'reading_entry' field, "105 lbs" in the 'reading_value' field and "Weight (lbs)" in the 'vital_sign' field.
  100. Validate that row 3 contains "kgs" in the 'measured_unit' field, "WtKg" in the 'reading' field, "47.7" in the 'reading_entry' field, "47.7 kgs" in the 'reading_value' field and "Weight (kgs)" in the 'vital_sign' field.
  101. Validate that row 4 contains "mg" in the 'measured_unit' field, "SSVI6" in the 'reading' field, "80" in the 'reading_entry' field, "80 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field.
  102. Validate that row 5 contains "mg/dL" in the 'measured_unit' field, "BG" in the 'reading' field, "105" in the 'reading_entry' field, "105 mg/dL" in the 'reading_value' field and "Blood Glucose" in the 'vital_sign' field.
  103. Validate that row 6 contains "lbs" in the 'measured_unit' field, "WtLb" in the 'reading' field, "125" in the 'reading_entry' field, "125 lbs" in the 'reading_value' field and "Weight (lbs)" in the 'vital_sign' field.
  104. Validate that row 7 contains "kgs" in the 'measured_unit' field, "WtKg" in the 'reading' field, "56.8" in the 'reading_entry' field, "56.8 kgs" in the 'reading_value' field and "Weight (kgs)" in the 'vital_sign' field.
  105. Validate that row 8 contains "mg" in the 'measured_unit' field, "SSVI6" in the 'reading' field, "85" in the 'reading_entry' field, "85 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field.
  106. Validate that "Client A" is selected and access the 'eMAR' widget.
  107. Right click the administered cell under the current date for the "COUMADIN" order and select "Void Administration Event".
  108. Validate the 'Administration Event' dialog is displayed.
  109. Select "Void Administration Event and Results" and click [Submit Void].
  110. Validate a message is displayed stating: "Are you sure you want to void this Event and Result?" and click [Yes].
  111. Refresh the report created using the 'SYSTEM.cw_vital_signs' table.
  112. Validate that all rows for this administration and result have been removed.
Topics
• Order Entry Console • Avatar eMAR
Update 9 Summary | Details
Client Health Maintenance - 'Immunizations' grid
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Health Maintenance
  • Crystal Report Viewer
Scenario 1: Validate Chart View for 'Client Health Maintenance'
Specific Setup:
  • The 'Client Health Maintenance' form must be added to the list of forms in the Chart View.
Steps
  1. Access the 'Client Health Maintenance' form.
  2. Enter "Client A" in the 'Client ID' field.
  3. Click [Update - Immunizations].
  4. Select any value in the 'Vaccine' field.
  5. Select any value in the 'Dose' field.
  6. Select any value in the 'Provided By' field.
  7. Select any value in the 'Date' field.
  8. Select any value in the 'Time' field.
  9. Select "Yes" in the 'Refused' field.
  10. Validate the 'Reason' field is required.
  11. Select "No" in the 'Refused' field.
  12. Validate the 'Reason' field is not required.
  13. Enter any value with a decimal point in the 'Amount field'.
  14. Select any value in the 'Unit' field.
  15. Select any value in the "Route' field.
  16. Select any value in 'Manufacturer'.
  17. Enter any value in the 'Lot#' field.
  18. Select any value in the 'Exp Date' field.
  19. Enter "Practitioner A" in the Ordered By' field.
  20. Enter "Practitioner A" in the 'Administered By' field.
  21. Select "Historical Information - From Parent's Recall (04)" in the 'Source of Immunization' field.
  22. Click [Save].
  23. Click [Update - Wellness].
  24. Select any value in the 'Wellness Item' field.
  25. Select any value in the 'Provided By' field.
  26. Set the 'Date' field to the current date.
  27. Click [Save] and [Submit].
  28. Open the Chart View for "Client A".
  29. Select "Client Health Maintenance" from the Forms List.
  30. Validate the immunization filed in the previous steps displays with all populated data.
  31. Validate the 'Source of Immunization' displays as expected.
  32. Close the chart.
Scenario 2: Validation of Client Health Maintenance - Wellness Items Grid
Specific Setup:
  • Two clients are enrolled in an existing episode (Client A and Client B).
Steps
  1. Access the 'Client Health Maintenance' form.
  2. Select "Client A" in the 'Client ID' field.
  3. Click [Wellness - Update].
  4. Click [New Row].
  5. Select any value in the 'Wellness Item' field.
  6. Select any value in the 'Provided By' field.
  7. Enter the desired date in the 'Date' field.
  8. Select any value in the 'Administered By' field.
  9. Click [Save].
  10. Select "Client B" in the 'Client ID' field.
  11. Click [Wellness - Update].
  12. Validate the wellness item added for "Client A" is not displayed.
  13. Click [New Row].
  14. Select any value in the 'Wellness Item' field.
  15. Select any value in the 'Provided By' field.
  16. Enter the desired date in the 'Date' field.
  17. Select any value in the 'Administered By' field.
  18. Click [Save] and [Submit].
  19. Access the 'Client Health Maintenance' form.
  20. Select "Client B" in the 'Client ID' field.
  21. Click [Wellness - Update].
  22. Validate the 'Wellness' table contains the wellness item filed in the previous steps.
  23. Close the form.
Scenario 3: Client Health Maintenance - Validate "Other" option is added to Vaccine "Site"
Specific Setup:
  • User with "Provider" credentials (Practitioner A).
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Log in as "Practitioner A".
  2. Access the 'Client Health Maintenance' form.
  3. Select "Client A".
  4. Click Immunization [Update] and [New Row]
  5. Complete all required fields.
  6. Double click the 'Refused' field.
  7. Select "Yes" in the 'Refused' field.
  8. Validate the 'Reason' field is required.
  9. Double click the 'Refused' field.
  10. Select "No" in the 'Refused' field.
  11. Validate the 'Reason' field is not required.
  12. Double click the 'Site' field.
  13. Validate "Other" is an option in the drop-down.
  14. Select "Other" option in the 'Site' field.
  15. Click [Save] and [Submit].
  16. Access the 'Client Health Maintenance' form.
  17. Select "Client A".
  18. Click [List Immunizations].
  19. Validate newly created immunization has 'Site' equal "Other".
  20. Close the report and the form.
Scenario 4: 'All Documents' widget - Validate 'Client Health Maintenance' records
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • Must have a view configured with the 'All Documents' widget and 'Console Widget Viewer'.
  • This is for Avatar NX systems only.
Steps
  1. Access the 'Client Health Maintenance' form.
  2. Select "Client A".
  3. Click Immunization [Update] and [New Row]
  4. Double click the 'Refused' field.
  5. Select "Yes" in the 'Refused' field.
  6. Validate the 'Reason' field is required.
  7. Double click the 'Refused' field.
  8. Select "No" in the 'Refused' field.
  9. Validate the 'Reason' field is not required.
  10. Select "Historical Information - From Parent's Recall (04)" in the 'Source of Immunization' field.
  11. Complete all required fields.
  12. Click [Save] and [Submit].
  13. Access the 'All Documents' widget.
  14. Select "Client A".
  15. Select the 'All Forms' tab.
  16. Select the 'Client Health Maintenance' entry.
  17. Validate the 'Console Widget Viewer' displays the immunization data filed in the previous steps.
  18. Validate the 'Source of Immunization' displays as expected.
Scenario 5: Validation of Client Health Maintenance - Immunization Items Grid
Specific Setup:
  • Two clients are enrolled in an existing episode (Client A and Client B).
Steps
  1. Access the 'Client Health Maintenance' form.
  2. Select "Client A" in the 'Client ID' field.
  3. Click [Immunizations - Update].
  4. Click [New Row].
  5. Select "Yes" in the 'Refused' field.
  6. Validate the 'Reason' field is required.
  7. Select "No" in the 'Refused' field.
  8. Validate the 'Reason' field is not required.
  9. Select any value in the 'Vaccine' field.
  10. Select any value in the 'Dose' field.
  11. Select any value in the 'Provided By' field.
  12. Enter the desired date in the 'Date' field.
  13. Enter "1" in the 'Amount' field.
  14. Validate the 'Error' dialog contains "Must be a number with decimal places".
  15. Click [OK].
  16. Enter ".50" in the 'Amount' field.
  17. Click [Save].
  18. Select "Client B" in the 'Client ID' field.
  19. Click [Immunization - Update].
  20. Validate the immunization added for "Client A" is not displayed.
  21. Click [New Row].
  22. Select any value in the 'Vaccine' field.
  23. Select any value in the 'Dose' field.
  24. Select any value in the 'Provided By' field.
  25. Enter the desired date in the 'Date' field.
  26. Enter ".50" in the 'Amount' field.
  27. Select "Historical Information - From Parent's Recall (04)" in the 'Source of Immunization' field.
  28. Click [Save] and [Submit].
  29. Access the 'Client Health Maintenance' form.
  30. Select "Client B" in the 'Client ID' field.
  31. Click [Immunizations - Update].
  32. Validate the 'Immunization' table contains the immunization filed in the previous steps.
  33. Close the form.
Client Health Maintenance - 'Source of Immunization' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Health Maintenance
  • Crystal Report Viewer
Scenario 1: Validate Chart View for 'Client Health Maintenance'
Specific Setup:
  • The 'Client Health Maintenance' form must be added to the list of forms in the Chart View.
Steps
  1. Access the 'Client Health Maintenance' form.
  2. Enter "Client A" in the 'Client ID' field.
  3. Click [Update - Immunizations].
  4. Select any value in the 'Vaccine' field.
  5. Select any value in the 'Dose' field.
  6. Select any value in the 'Provided By' field.
  7. Select any value in the 'Date' field.
  8. Select any value in the 'Time' field.
  9. Select "Yes" in the 'Refused' field.
  10. Validate the 'Reason' field is required.
  11. Select "No" in the 'Refused' field.
  12. Validate the 'Reason' field is not required.
  13. Enter any value with a decimal point in the 'Amount field'.
  14. Select any value in the 'Unit' field.
  15. Select any value in the "Route' field.
  16. Select any value in 'Manufacturer'.
  17. Enter any value in the 'Lot#' field.
  18. Select any value in the 'Exp Date' field.
  19. Enter "Practitioner A" in the Ordered By' field.
  20. Enter "Practitioner A" in the 'Administered By' field.
  21. Select "Historical Information - From Parent's Recall (04)" in the 'Source of Immunization' field.
  22. Click [Save].
  23. Click [Update - Wellness].
  24. Select any value in the 'Wellness Item' field.
  25. Select any value in the 'Provided By' field.
  26. Set the 'Date' field to the current date.
  27. Click [Save] and [Submit].
  28. Open the Chart View for "Client A".
  29. Select "Client Health Maintenance" from the Forms List.
  30. Validate the immunization filed in the previous steps displays with all populated data.
  31. Validate the 'Source of Immunization' displays as expected.
  32. Close the chart.
Scenario 2: Validation of Client Health Maintenance - Wellness Items Grid
Specific Setup:
  • Two clients are enrolled in an existing episode (Client A and Client B).
Steps
  1. Access the 'Client Health Maintenance' form.
  2. Select "Client A" in the 'Client ID' field.
  3. Click [Wellness - Update].
  4. Click [New Row].
  5. Select any value in the 'Wellness Item' field.
  6. Select any value in the 'Provided By' field.
  7. Enter the desired date in the 'Date' field.
  8. Select any value in the 'Administered By' field.
  9. Click [Save].
  10. Select "Client B" in the 'Client ID' field.
  11. Click [Wellness - Update].
  12. Validate the wellness item added for "Client A" is not displayed.
  13. Click [New Row].
  14. Select any value in the 'Wellness Item' field.
  15. Select any value in the 'Provided By' field.
  16. Enter the desired date in the 'Date' field.
  17. Select any value in the 'Administered By' field.
  18. Click [Save] and [Submit].
  19. Access the 'Client Health Maintenance' form.
  20. Select "Client B" in the 'Client ID' field.
  21. Click [Wellness - Update].
  22. Validate the 'Wellness' table contains the wellness item filed in the previous steps.
  23. Close the form.
Scenario 3: Client Health Maintenance - Validate "Other" option is added to Vaccine "Site"
Specific Setup:
  • User with "Provider" credentials (Practitioner A).
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Log in as "Practitioner A".
  2. Access the 'Client Health Maintenance' form.
  3. Select "Client A".
  4. Click Immunization [Update] and [New Row]
  5. Complete all required fields.
  6. Double click the 'Refused' field.
  7. Select "Yes" in the 'Refused' field.
  8. Validate the 'Reason' field is required.
  9. Double click the 'Refused' field.
  10. Select "No" in the 'Refused' field.
  11. Validate the 'Reason' field is not required.
  12. Double click the 'Site' field.
  13. Validate "Other" is an option in the drop-down.
  14. Select "Other" option in the 'Site' field.
  15. Click [Save] and [Submit].
  16. Access the 'Client Health Maintenance' form.
  17. Select "Client A".
  18. Click [List Immunizations].
  19. Validate newly created immunization has 'Site' equal "Other".
  20. Close the report and the form.
Scenario 4: 'All Documents' widget - Validate 'Client Health Maintenance' records
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • Must have a view configured with the 'All Documents' widget and 'Console Widget Viewer'.
  • This is for Avatar NX systems only.
Steps
  1. Access the 'Client Health Maintenance' form.
  2. Select "Client A".
  3. Click Immunization [Update] and [New Row]
  4. Double click the 'Refused' field.
  5. Select "Yes" in the 'Refused' field.
  6. Validate the 'Reason' field is required.
  7. Double click the 'Refused' field.
  8. Select "No" in the 'Refused' field.
  9. Validate the 'Reason' field is not required.
  10. Select "Historical Information - From Parent's Recall (04)" in the 'Source of Immunization' field.
  11. Complete all required fields.
  12. Click [Save] and [Submit].
  13. Access the 'All Documents' widget.
  14. Select "Client A".
  15. Select the 'All Forms' tab.
  16. Select the 'Client Health Maintenance' entry.
  17. Validate the 'Console Widget Viewer' displays the immunization data filed in the previous steps.
  18. Validate the 'Source of Immunization' displays as expected.
Scenario 5: Validation of Client Health Maintenance - Immunization Items Grid
Specific Setup:
  • Two clients are enrolled in an existing episode (Client A and Client B).
Steps
  1. Access the 'Client Health Maintenance' form.
  2. Select "Client A" in the 'Client ID' field.
  3. Click [Immunizations - Update].
  4. Click [New Row].
  5. Select "Yes" in the 'Refused' field.
  6. Validate the 'Reason' field is required.
  7. Select "No" in the 'Refused' field.
  8. Validate the 'Reason' field is not required.
  9. Select any value in the 'Vaccine' field.
  10. Select any value in the 'Dose' field.
  11. Select any value in the 'Provided By' field.
  12. Enter the desired date in the 'Date' field.
  13. Enter "1" in the 'Amount' field.
  14. Validate the 'Error' dialog contains "Must be a number with decimal places".
  15. Click [OK].
  16. Enter ".50" in the 'Amount' field.
  17. Click [Save].
  18. Select "Client B" in the 'Client ID' field.
  19. Click [Immunization - Update].
  20. Validate the immunization added for "Client A" is not displayed.
  21. Click [New Row].
  22. Select any value in the 'Vaccine' field.
  23. Select any value in the 'Dose' field.
  24. Select any value in the 'Provided By' field.
  25. Enter the desired date in the 'Date' field.
  26. Enter ".50" in the 'Amount' field.
  27. Select "Historical Information - From Parent's Recall (04)" in the 'Source of Immunization' field.
  28. Click [Save] and [Submit].
  29. Access the 'Client Health Maintenance' form.
  30. Select "Client B" in the 'Client ID' field.
  31. Click [Immunizations - Update].
  32. Validate the 'Immunization' table contains the immunization filed in the previous steps.
  33. Close the form.
Topics
• Client Health Maintenance • NX
Update 10 Summary | Details
Task List - Unscheduled Tasks
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Task Shift
  • Task Frequency
  • Task Definitions
  • Task Associations
  • Orders This Episode
  • Frequency Code Setup
Scenario 1: Task List - Creating an Unscheduled Task based on Task Shift frequencies
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Task Shift' form.
  2. Select "Add" from the 'Add/Edit Shift Definition' field.
  3. Set the 'New Shift Code' field to "Nurse" and press [TAB].
  4. Set the 'Shift Description' field to "Nursing Shifts".
  5. Set the 'Shift 1 Start Time' field to "0800" and press [TAB].
  6. Set the 'Shift 2 Start Time' field to "1600" and press [TAB].
  7. Set the 'Shift 3 Start Time' field to "0000" and press [TAB].
  8. Validate the 'Shift 1 End Time' field contains "1559".
  9. Validate the 'Shift 2 End Time' field contains "2359".
  10. Validate the 'Shift 3 End Time' field contains "0759".
  11. Click [Submit].
  12. Validate a message is displayed that states: "=Task Shift has completed. Do you wish to return to form?" and click [No].
  13. Access the 'Task Shift' form.
  14. Select "Add" from the 'Add/Edit Frequency' field.
  15. Set the 'New Task Frequency Code' field to "Nurse" and press [TAB].
  16. Set the 'Task Frequency Description' field to "Nursing Shifts".
  17. Select "Shift" from the 'Type of Frequency' field.
  18. Select "Nursing Shifts (Nurse)" from the 'Shift' field and click [Submit].
  19. Validate a message is displayed that states: "Task Frequency has completed. Do you wish to return to form?" and click [No].
  20. Access the 'Task Definitions' form.
  21. Select "Add" from the 'Add/Edit Task Definition' field.
  22. Set the 'New Task Code' field to "Shift" and press [Tab].
  23. Set the 'Task Title' field to "Nurse Shift Example".
  24. Select "Yes" from the 'Override Originating Task Details' field
  25. Select "Nursing Shifts (Nurse)" from the 'Default Frequency' field.
  26. Set the 'Default Duration' field to "1".
  27. Select "Days" from the 'Default Duration (Units)' field and click [Submit].
  28. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No].
  29. Access the 'Task Associations' form.
  30. Select "Task Definition" from the 'Task Type' field.
  31. Search for and select "Nurse Shift Example (Shift)" from the 'Task Group/Definition' field.
  32. Select "Add" from the 'Add/Edit/Delete Association' field.
  33. Select "Order Entry" from the 'Order Event' field.
  34. Search for and select "PRILOSEC 10 MG/1 PACKET ORAL" from the 'Order Code' field.
  35. Click [Update Associations] and [Submit].
  36. Validate a message is displayed that states "Task Associations has completed. Do you wish to return to form?" and click [No].
  37. Select "Client A" and access the Order Entry Console.
  38. Search for and select "PRILOSEC 10 MG/1 PACKET ORAL" from the 'New Order' field.
  39. Set the 'Dose' field to "1".
  40. Select "Tablet" from the 'Dose Unit' field.
  41. Select "EVERY DAY" from the 'Freq' field.
  42. Set the 'Duration' field to "1" and click [Days].
  43. Complete any other required fields and click [Add to Scratchpad] and [Sign].
  44. Access the 'Task List' widget.
  45. Search and select "Client A" from the 'Search Patients' field.
  46. Validate that one task labeled: 'Nurse Shift Example' is displayed and placed under the Unscheduled column based on the current time.
Scenario 2: Task List - Creating an unscheduled Task to be completed the following day
Specific Setup:
  • A frequency code must exist that has no 'Hours of Administration' selected and has the next day of the week selected under 'Daily Administration'. (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
  1. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "NextDay" and press [Tab].
  4. Set the 'Task Title' field to "Next Day Task" and click [Submit].
  5. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No].
  6. Access the 'Task Associations' form.
  7. Select "Task Definition" from the 'Task Type' field.
  8. Search for and select "Next Day Task (NextDay)" from the 'Task Group/Definition' field.
  9. Select "Add" from the 'Add/Edit/Delete Association' field.
  10. Select "Order Entry" from the 'Order Event' field.
  11. Search for and select "ABATINEX 680 MG CAPSULE ORAL" from the 'Order Code' field.
  12. Click [Update Associations] and [Submit].
  13. Validate a message is displayed that states "Task Associations has completed. Do you wish to return to form?" and click [No].
  14. Select "Client A" and access the Order Entry Console.
  15. Search for and select "ABATINEX 680 MG CAPSULE ORAL" from the 'New Order' field.
  16. Set the 'Dose' field to "1".
  17. Select "Capsule" from the 'Dose Unit' field.
  18. Select "Frequency Code A" from the 'Freq' field.
  19. Set the 'Duration' field to "7" and click [Days].
  20. Complete any other required fields and click [Add to Scratchpad] and [Sign].
  21. Validate the 'Interactions' dialog is displayed.
  22. Override any interactions and click [Save Override and Exit] button.
  23. Access the 'Task List' widget.
  24. Search and select "Client A" from the 'Search Patients' field.
  25. Validate that no tasks labeled "Next Day Task" are displayed under the 'Unscheduled' column.
Scenario 3: Task List - Creating and Discontinuing an Interval Task that occurs multiple times per hour
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "15mins" and press [Tab].
  4. Set the 'Task Title' field to "Every 15 Minutes Task" and click [Submit].
  5. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No].
  6. Access the 'Task Associations' form.
  7. Select "Task Definition" from the 'Task Type' field.
  8. Search for and select "Every 15 Minutes Task (15mins)" from the 'Task Group/Definition' field.
  9. Select "Add" from the 'Add/Edit/Delete Association' field.
  10. Select "Order Entry" from the 'Order Event' field.
  11. Search for and select "HYLAND'S BUG BITE OINTMENT TOPICAL APPLICATION" from the 'Order Code' field.
  12. Click [Update Associations] and [Submit].
  13. Validate a message is displayed that states "Task Associations has completed. Do you wish to return to form?" and click [No].
  14. Select "Client A" and access the Order Entry Console.
  15. Search for and select "HYLAND'S BUG BITE OINTMENT TOPICAL APPLICATION" from the 'New Order' field.
  16. Set the 'Dose' field to "1".
  17. Select "app" from the 'Dose Unit' field.
  18. Select "Every 15 Minutes" from the 'Freq' field.
  19. Set the 'Duration' field to "1" and click [Days].
  20. Complete any other required fields and click [Add to Scratchpad] and [Sign].
  21. Access the 'Task List' widget.
  22. Search and select "Client A" from the 'Search Patients' field.
  23. Validate four tasks labeled "Every 15 Minutes Task" are created under every future hour.
  24. Access the Order Entry Console.
  25. Select the order for "HYLAND'S BUG BITE OINTMENT TOPICAL APPLICATION" and click [D/C].
  26. Set the 'Discontinue Time' field to two hours from the current time.
  27. Click [Add to Scratchpad] and [Sign].
  28. Access the 'Task List' widget.
  29. Validate that any tasks labeled "Every 15 Minutes Task" are discontinued starting at two hours from the current time.
Scenario 4: Task List - Creating a Task with a STAT frequency
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "Stat" and press [Tab].
  4. Set the 'Task Title' field to "Stat Task" and click [Submit].
  5. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No].
  6. Access the 'Task Associations' form.
  7. Select "Task Definition" from the 'Task Type' field.
  8. Search for and select "Stat Task (Stat)" from the 'Task Group/Definition' field.
  9. Select "Add" from the 'Add/Edit/Delete Association' field.
  10. Select "Order Entry" from the 'Order Event' field.
  11. Search for and select "AQUA VELVA CLASSIC ICE BLUE SOLUTION TOPICAL APPLICATION" from the 'Order Code' field.
  12. Click [Update Associations] and [Submit].
  13. Validate a message is displayed that states "Task Associations has completed. Do you wish to return to form?" and click [No].
  14. Select "Client A" and access the Order Entry Console.
  15. Search for and select "AQUA VELVA CLASSIC ICE BLUE SOLUTION TOPICAL APPLICATION" from the 'New Order' field.
  16. Set the 'Dose' field to "1".
  17. Select "app" from the 'Dose Unit' field.
  18. Select "STAT" from the 'Freq' field.
  19. Validate the 'Duration' field contains "1" and [Days] is selected.
  20. Complete any other required fields and click [Add to Scratchpad] and [Sign].
  21. Validate the 'Interactions' dialog is displayed.
  22. Override any interactions and click [Save Override and Exit] button.
  23. Access the 'Task List' widget.
  24. Search and select "Client A" from the 'Search Patients' field.
  25. Validate that one user-defined task labeled "Stat Task" was created and placed under the 'Unscheduled' column.
  26. Validate that one eMAR task labeled "STAT Med Admin" was created and placed under the 'Unscheduled' column.
Task List - Continuous Order alerts
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • CarePOV Management
  • Order Entry User Definition
Scenario 1: OE NX - New Order - Administration Method "IV Primary (Continuous)"
Specific Setup:
  • The following extended attributes must be set in the Order Entry Client Information '(20969) Administration Method' dictionary for “IVPR”:
  • ‘(20990) Preferred Description’ = “IV Continuous”
  • ‘(20991) Show Diluent’ = “No”
  • ‘(20992) Require Diluent’ = “No”
  • '(20993) Allow Selection' = "Yes"
  • '(20995) Show Additive Prompts' = "Yes"
  • '(20996) Applicable Routes' = "INTRAVENOUS"
  • Please log out of the application and log back in after completing the above configuration.
  • In the 'Order Code Setup' form the 'Additive Component' checkbox must be checked in the 'Is an IV Additive Component' field for the "DOPAMINE HCL 160 MG/1 ML SOLUTION INTRAVENOUS" order code.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the 'Client Alerts' tab.
  3. Select "Edit" from the 'Add or Edit Alert' field.
  4. Select "Continuous Order (15)" from the 'Client Alert' field.
  5. Validate "Yes" is selected from the 'Active' field.
  6. Validate "Continuous Order" is selected from the 'Alert Type' field.
  7. Select "Yes" from the 'Include in Client Header' field and click [Save].
  8. Validate a message is displaying that states: "Saved." and click [OK].
  9. Close the form.
  10. Select "Client A" and access the Order Entry Console.
  11. Search for and select "Dextrose et DEXTROSE 5% Solution INTRAVENOUS" from the 'New Order' field.
  12. Set the 'Dose' field to "500".
  13. Select "mL" from the 'Dose Unit' field.
  14. Select "Continuous" from the 'Freq' field.
  15. Select "IV Continuous" from the 'Admin Method' field.
  16. Select "DOPAMINE HCL" from the 'Additive' field.
  17. Set the 'Additive Dose' field to "800".
  18. Select "MG" from the 'Additive Dose Unit' field.
  19. Select "As Directed" from the 'Rate Unit' field.
  20. Validate the 'Rate Amount' field contains "As Directed".
  21. Set the 'Volume Amount in ML' field to "800".
  22. Set the 'Duration' field to "28" and click [Days].
  23. Click [Add to Scratchpad] and [Sign].
  24. Validate the 'Order grid' contains an order for "Dextrose et DEXTROSE 5% INTRAVENOUS Solution Additive: DOPAMINE HCL 800 MG 500 mL, Continuous".
  25. Access the 'Task List' widget.
  26. Search for and select "Client A" from the 'Search Patients' field.
  27. Validate that the 'Client Card' contains a "Continuous Order" 'Bedboard Alert'.
Scenario 2: Task List - Bedboard Alert - Continuous Orders (Medical Food)
Specific Setup:
  • The following extended attributes must be set in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Medical Food”:
  • ‘(501) Order Type Category’ = “Pharmacy”
  • ‘(506) Default Orders To Open-Ended When No Default Duration’ = “Yes”
  • ‘(560) Is This a Medical Food Order Type’ = “Yes”
  • ‘(10181) Route of Administration’ = “GASTROSTOMY TUBE”, "J-TUBE", "NASOGASTRIC", "TUBE FEED", "INTRAVENOUS"
  • Please log out of the application and log back in after completing the above configuration.
  • An 'Order Code' must exist with an 'Order Type' of "Medical Food" and a 'Route of Administration' of "Tube Feed". (Medical Food)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the 'Client Alerts' tab.
  3. Select "Edit" from the 'Add or Edit Alert' field.
  4. Select "Continuous Order (15)" from the 'Client Alert' field.
  5. Validate "Yes" is selected from the 'Active' field.
  6. Validate "Continuous Order" is selected from the 'Alert Type' field.
  7. Select "Yes" from the 'Include in Client Header' field and click [Save].
  8. Validate a message is displaying that states: "Saved." and click [OK].
  9. Close the form.
  10. Select "Client A" and access the Order Entry Console.
  11. Search for and select "Medical Food" from the 'New Order' field.
  12. Select "EVERY DAY" from the 'Freq' field.
  13. Validate the 'Route' field contains "TUBE FEED".
  14. Select "Pump" from the 'Admin Method' field.
  15. Validate the 'Rate Unit' field contains "mL/hr".
  16. Set the 'Rate Amount' field to "1".
  17. Set the 'Duration' field to "3" and click [Days].
  18. Click [Add to Scratchpad] and [Sign].
  19. Validate the 'Interactions' dialog is displayed.
  20. Override all interactions and click [Save Override and Exit].
  21. Validate the 'Order grid' contains an order for "Medical Food Tube Feed Pump Rate: 1 mL/hr EVERY DAY".
  22. Access the 'HomeView' and deselect "Client A".
  23. Select "Client A" and access the Order Entry Console.
  24. Validate the 'Client Header' contains a 'Client Alert' with an infinity symbol.
  25. Validate when hovering over the 'Client Alert' that a message is displayed that states: "Continuous Order (Medical Food)".
  26. Access the 'Task List' widget.
  27. Search for and select "Client A" from the 'Search Patients' field.
  28. Validate that the 'Client Card' contains a "Continuous Order" 'Bedboard Alert'.
Task List - General Changes & Improvements
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • CarePOV Management
  • Task Shift
  • Task Frequency
  • Task Definitions
  • Task Associations
  • Task Group Definitions
  • Nursing Caseload Assignment
  • Frequency Code Setup
  • Order Entry User Definition
  • Treatment Plan
Scenario 1: OE NX - New Order - Administration Method "IV Primary (Continuous)"
Specific Setup:
  • The following extended attributes must be set in the Order Entry Client Information '(20969) Administration Method' dictionary for “IVPR”:
  • ‘(20990) Preferred Description’ = “IV Continuous”
  • ‘(20991) Show Diluent’ = “No”
  • ‘(20992) Require Diluent’ = “No”
  • '(20993) Allow Selection' = "Yes"
  • '(20995) Show Additive Prompts' = "Yes"
  • '(20996) Applicable Routes' = "INTRAVENOUS"
  • Please log out of the application and log back in after completing the above configuration.
  • In the 'Order Code Setup' form the 'Additive Component' checkbox must be checked in the 'Is an IV Additive Component' field for the "DOPAMINE HCL 160 MG/1 ML SOLUTION INTRAVENOUS" order code.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the 'Client Alerts' tab.
  3. Select "Edit" from the 'Add or Edit Alert' field.
  4. Select "Continuous Order (15)" from the 'Client Alert' field.
  5. Validate "Yes" is selected from the 'Active' field.
  6. Validate "Continuous Order" is selected from the 'Alert Type' field.
  7. Select "Yes" from the 'Include in Client Header' field and click [Save].
  8. Validate a message is displaying that states: "Saved." and click [OK].
  9. Close the form.
  10. Select "Client A" and access the Order Entry Console.
  11. Search for and select "Dextrose et DEXTROSE 5% Solution INTRAVENOUS" from the 'New Order' field.
  12. Set the 'Dose' field to "500".
  13. Select "mL" from the 'Dose Unit' field.
  14. Select "Continuous" from the 'Freq' field.
  15. Select "IV Continuous" from the 'Admin Method' field.
  16. Select "DOPAMINE HCL" from the 'Additive' field.
  17. Set the 'Additive Dose' field to "800".
  18. Select "MG" from the 'Additive Dose Unit' field.
  19. Select "As Directed" from the 'Rate Unit' field.
  20. Validate the 'Rate Amount' field contains "As Directed".
  21. Set the 'Volume Amount in ML' field to "800".
  22. Set the 'Duration' field to "28" and click [Days].
  23. Click [Add to Scratchpad] and [Sign].
  24. Validate the 'Order grid' contains an order for "Dextrose et DEXTROSE 5% INTRAVENOUS Solution Additive: DOPAMINE HCL 800 MG 500 mL, Continuous".
  25. Access the 'Task List' widget.
  26. Search for and select "Client A" from the 'Search Patients' field.
  27. Validate that the 'Client Card' contains a "Continuous Order" 'Bedboard Alert'.
Scenario 2: Task List - Creating an Unscheduled Task based on Task Shift frequencies
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Task Shift' form.
  2. Select "Add" from the 'Add/Edit Shift Definition' field.
  3. Set the 'New Shift Code' field to "Nurse" and press [TAB].
  4. Set the 'Shift Description' field to "Nursing Shifts".
  5. Set the 'Shift 1 Start Time' field to "0800" and press [TAB].
  6. Set the 'Shift 2 Start Time' field to "1600" and press [TAB].
  7. Set the 'Shift 3 Start Time' field to "0000" and press [TAB].
  8. Validate the 'Shift 1 End Time' field contains "1559".
  9. Validate the 'Shift 2 End Time' field contains "2359".
  10. Validate the 'Shift 3 End Time' field contains "0759".
  11. Click [Submit].
  12. Validate a message is displayed that states: "=Task Shift has completed. Do you wish to return to form?" and click [No].
  13. Access the 'Task Shift' form.
  14. Select "Add" from the 'Add/Edit Frequency' field.
  15. Set the 'New Task Frequency Code' field to "Nurse" and press [TAB].
  16. Set the 'Task Frequency Description' field to "Nursing Shifts".
  17. Select "Shift" from the 'Type of Frequency' field.
  18. Select "Nursing Shifts (Nurse)" from the 'Shift' field and click [Submit].
  19. Validate a message is displayed that states: "Task Frequency has completed. Do you wish to return to form?" and click [No].
  20. Access the 'Task Definitions' form.
  21. Select "Add" from the 'Add/Edit Task Definition' field.
  22. Set the 'New Task Code' field to "Shift" and press [Tab].
  23. Set the 'Task Title' field to "Nurse Shift Example".
  24. Select "Yes" from the 'Override Originating Task Details' field
  25. Select "Nursing Shifts (Nurse)" from the 'Default Frequency' field.
  26. Set the 'Default Duration' field to "1".
  27. Select "Days" from the 'Default Duration (Units)' field and click [Submit].
  28. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No].
  29. Access the 'Task Associations' form.
  30. Select "Task Definition" from the 'Task Type' field.
  31. Search for and select "Nurse Shift Example (Shift)" from the 'Task Group/Definition' field.
  32. Select "Add" from the 'Add/Edit/Delete Association' field.
  33. Select "Order Entry" from the 'Order Event' field.
  34. Search for and select "PRILOSEC 10 MG/1 PACKET ORAL" from the 'Order Code' field.
  35. Click [Update Associations] and [Submit].
  36. Validate a message is displayed that states "Task Associations has completed. Do you wish to return to form?" and click [No].
  37. Select "Client A" and access the Order Entry Console.
  38. Search for and select "PRILOSEC 10 MG/1 PACKET ORAL" from the 'New Order' field.
  39. Set the 'Dose' field to "1".
  40. Select "Tablet" from the 'Dose Unit' field.
  41. Select "EVERY DAY" from the 'Freq' field.
  42. Set the 'Duration' field to "1" and click [Days].
  43. Complete any other required fields and click [Add to Scratchpad] and [Sign].
  44. Access the 'Task List' widget.
  45. Search and select "Client A" from the 'Search Patients' field.
  46. Validate that one task labeled: 'Nurse Shift Example' is displayed and placed under the Unscheduled column based on the current time.
Scenario 3: Task List - Task Group Definitions (Start of Group, End of Group, and Previous Task offsets)
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "Start" and press [Tab].
  4. Set the 'Task Title' field to "Start Task" and click [Submit].
  5. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [Yes].
  6. Select "Add" from the 'Add/Edit Task Definition' field.
  7. Set the 'New Task Code' field to "Previous" and press Tab.
  8. Set the 'Task Title' field to "Previous Task" and click [Submit].
  9. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [Yes].
  10. Select "Add" from the 'Add/Edit Task Definition' field.
  11. Set the 'New Task Code' field to "End" and press Tab.
  12. Set the 'Task Title' field to "End Task" and click [Submit].
  13. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No].
  14. Access the 'Task Group Definitions' form.
  15. Select "Add" from the 'Add/Edit Task Group Definition' field.
  16. Set the 'New Task Group Code' field to "Group" and press Tab.
  17. Set the 'Task Group Definition' field to "Task Group".
  18. Select "Add" from the 'Add/Edit Task' field.
  19. Search for and select "Start Task" from the 'Task To Add' field.
  20. Select "Start of Group" from the 'Offset From Event' field.
  21. Set the 'Duration' field to "1" and press Tab.
  22. Select "Hours" from the 'Duration Units' field.
  23. Select "Every Hour" from the 'Frequency' field and click [Update Group].
  24. Select "Add" from the 'Add/Edit Task' field.
  25. Search for and select "Previous Task (Previous)" from the 'Task To Add' field.
  26. Set the 'Offset' field to "1" and press Tab.
  27. Select "Hours" from the 'Offset Units' field.
  28. Select "Previous Task" from the 'Offset From Event' field.
  29. Select "1 - Start Task (Start)" from the 'Offset From Event Task' field.
  30. Set the 'Duration' field to "1" and press Tab.
  31. Select "Hours" from the 'Duration Units' field.
  32. Select "Every Hour" from the 'Frequency' field and click [Update Group].
  33. Select "Add" from the 'Add/Edit Task' field.
  34. Search for and select "End Task (End)" from the 'Task To Add' field.
  35. Select "End of Group" from the 'Offset From Event' field.
  36. Set the 'Duration' field to "1" and press Tab.
  37. Select "Hours" from the 'Duration Units' field.
  38. Select "Every Hour" from the 'Frequency' field and click [Update Group] and [Submit].
  39. Validate a message is displayed that states: "Task Group Definitions has completed. Do you wish to return to form?" and click [No].
  40. Access the 'Task Associations' form.
  41. Select "Task Group" from the 'Task Type' field.
  42. Search for and select "Task Group (Group)" from the 'Task Group/Definition' field.
  43. Select "Add" from the 'Add/Edit/Delete Association' field.
  44. Select "Order Entry" from the 'Order Event' field.
  45. Search for and select "XANAX 2 MG TABLET ORAL" from the 'Order Code' field.
  46. Click [Update Associations] and [Submit].
  47. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
  48. Select "Client A" and access the Order Entry Console.
  49. Search for and select "XANAX 2 MG TABLET ORAL" from the 'New Order' field.
  50. Set the 'Dose' field to "2".
  51. Select "MG" from the 'Dose Unit' field.
  52. Select "Every Hour" from the 'Freq' field.
  53. Set the 'Duration' field to "3" and click [Hours].
  54. Complete any other required fields and click [Add to Scratchpad] and [Sign].
  55. Validate the 'Interactions' dialog is displayed.
  56. Override any interactions and click [Save Override and Exit] button.
  57. Access the 'Task List' widget.
  58. Search and select "Client A" from the 'Search Patients' field.
  59. Validate the tasks labeled: "Start Task" and "Previous Task" are displayed and are one hour apart.
  60. Validate the task labeled: "End Task" is displayed and is one to two hours from the "Previous Task" depending on the order Start Time.
Scenario 4: Task List - Generate Task based on eMAR Administration event
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "eMAR" and press Tab.
  4. Set the 'Task Title' field to "eMAR Admin Task" and click [Submit].
  5. Validate a message is displayed that states: "Form Return Task Definitions has completed. Do you wish to return to form?" and click [No].
  6. Access the 'Task Associations' form.
  7. Select "Task Definition" from the 'Task Type' field.
  8. Search for and select "eMAR Admin Task (eMAR)" from the 'Task Group/Definition' field.
  9. Select "Add" from the 'Add/Edit/Delete Association' field.
  10. Select "Administration" from the 'Order Event' field.
  11. Search for and select "ACTISORB SILVER 220 100 GM-220 MG DRESSING TOPICAL APPLICATION" from the 'Order Code' field.
  12. Set the 'Offset' field to "1".
  13. Select "Hours" from the 'Offset Units' field.
  14. Set the 'Duration' field to "2".
  15. Select "Hours" from the 'Duration Units' field.
  16. Select "Every Hour (Q1H)" from the 'Frequency' field.
  17. Click [Update Associations] and [Submit].
  18. Validate a message is displayed that states: "Form Return Task Associations has completed. Do you wish to return to form?" and click [Yes].
  19. Select "Task Definition" from the 'Task Type' field.
  20. Search for and select "eMAR Admin Task (eMAR)" from the 'Task Group/Definition' field.
  21. Select "Edit" from the 'Add/Edit/Delete Association' field.
  22. Select "ACTISORB SILVER 220 100 GM-220 MG TOPICAL APPLICATION DRESSING (19547)" from the 'Existing Association' field.
  23. Validate "Administration" is selected from the 'Order Event' field.
  24. Validate the 'Order Code' field contains "ACTISORB SILVER 220".
  25. Validate the 'Offset' field contains "1".
  26. Validate "Hours" is selected from the 'Offset Units' field.
  27. Validate the 'Frequency' field contains "Every Hour (Q1H)".
  28. Validate the 'Duration' field contains "2".
  29. Validate "Hours" is selected from the 'Duration Units' field and click [Submit].
  30. Validate a message is displayed that states: "Form Return Task Associations has completed. Do you wish to return to form?" and click [No].
  31. Select "Client A" and access the Order Entry Console.
  32. Search for and select "ACTISORB SILVER 220 100 GM-220 MG DRESSING TOPICAL APPLICATION" from the 'New Order' field.
  33. Set the 'Dose' field to "1".
  34. Select "app" from the 'Dose Unit' field.
  35. Select "STAT" from the Freq: field.
  36. Validate the 'Duration' field contains "1".
  37. Validate [Days] is selected.
  38. Click [Add to Scratchpad] and [Sign].
  39. Validate the 'Order grid' contains an order for "ACTISORB SILVER 220 100 GM-220 MG TOPICAL APPLICATION DRESSING1 app, STAT".
  40. Access the 'Task List' widget.
  41. Validate that one "STAT Med Admin" task was created under the Unscheduled column.
  42. Validate the "eMAR Admin Task" was not created.
  43. Access the 'eMAR' widget.
  44. Validate the "ACTISORB SILVER 220 100 GM-220 MG" order is displayed with no hours of administration.
  45. Select the first cell with hours of administration and click [Administer].
  46. Perform 'Order Acknowledgement' and 'Client Education' for the "ACTISORB SILVER 220 100 GM-220 MG" order.
  47. Verify the 'Administration Event' dialog exists.
  48. Set the 'Med ID' cell to "51978-0002-72".
  49. Validate the 'Qty' cell is equal to "1".
  50. Validate the 'Unit' cell is equal to "app".
  51. Select any successful administration event from the 'Administration Event' field.
  52. Check the 'Accept administration information entered' checkbox and click [Ok].
  53. Validate the "ACTISORB SILVER 220 100 GM-220 MG" order is displayed with "1 app" and the time administered in military format, under the current date.
  54. Access the 'Task List' widget.
  55. Validate the first "STAT Med Admin" task has been completed and removed from the Task List widget.
  56. Validate that two "eMAR Admin Task" tasks are created, with the first one being offset by one hour from the time of the completed "Med Admin" task.
Scenario 5: Task List - Updating 'My Task' view in Task List widget through Nursing Caseload
Steps
  1. Access the 'Admission' form.
  2. Enter values for the 'Last Name', 'First Name', 'Sex', 'Social Security #', and 'Date Of Birth' fields and click [Search].
  3. Click [New Client].
  4. Validate a message is displayed that states: "Auto Assign Next ID Number?" and click [Yes].
  5. Set the 'Preadmit/Admission Date' field to the current date.
  6. Set the 'Preadmit/Admission Time' field to the current time.
  7. Select any inpatient program from the 'Program' field.
  8. Fill out all other required fields and click [Submit].
  9. Access the 'Task List' widget.
  10. Verify that the new client is not under the "My Caseload" view.
  11. Access the 'Nursing Caseload Assignment' form.
  12. Select the unit the new client was admitted to from the 'Select Clients From Unit' field.
  13. Select the new client from the 'Select Clients To Include In Current Caseload' field and click [Move Selected Clients to Current Caseload].
  14. Validate the client was added to the 'Current Caseload' field and click [Submit].
  15. Access the 'Task List' widget and click [Refresh Tasks].
  16. Validate the new client is now appearing under the "My Caseload" view.
  17. Access the 'Nursing Caseload Assignment' form.
  18. Deselect the new client from the 'Current Caseload' field and click [Submit].
  19. Access the 'Task List' widget and click [Refresh Tasks].
  20. Validate the new client is no longer appearing under the "My Caseload" view.
Scenario 6: Task List - Creating a Scheduled Task using Interval Frequency
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "E2H" and press [Tab].
  4. Set the 'Task Title' field to "Every Two Hours, Interval" and click [Submit].
  5. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No].
  6. Access the 'Task Associations' form.
  7. Select "Task Definition" from the 'Task Type' field.
  8. Search for and select "Every Two Hours, Interval (E2H)" from the 'Task Group/Definition' field.
  9. Select "Add" from the 'Add/Edit/Delete Association' field.
  10. Select "Order Entry" from the 'Order Event' field.
  11. Search for and select "RITALIN 10 MG TABLET ORAL" from the 'Order Code' field.
  12. Click [Update Associations] and [Submit].
  13. Validate a message is displayed that states "Task Associations has completed. Do you wish to return to form?" and click [No].
  14. Select "Client A" and access the Order Entry Console.
  15. Search for and select "RITALIN 10 MG TABLET ORAL" from the 'New Order' field.
  16. Set the 'Dose' field to "1".
  17. Select "MG" from the 'Dose Unit' field.
  18. Select "Every 2 Hours" from the 'Freq' field.
  19. Set the 'Duration' field to "6" and click [Days].
  20. Complete any other required fields and click [Add to Scratchpad] and [Sign].
  21. Validate the 'Interactions' dialog is displayed.
  22. Override any interactions and click [Save Override and Exit] button.
  23. Access the 'Task List' widget.
  24. Search and select "Client A" from the 'Search Patients' field.
  25. Validate that three "Every Two Hours, Interval" tasks were created; the first task under the current hour, the second task two hours in the future, and the third task four hours in the future.
Scenario 7: Task List - Task Frequency - Creating a Task without an associated Order Entry Frequency Code
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "freq" and press Tab.
  4. Set the 'Task Title' field to "Non-OE Frequency" and click [Submit].
  5. Validate a message is displayed that states: "Form Return Task Definitions has completed. Do you wish to return to form?" and click [No].
  6. Access the 'Task Frequency' form.
  7. Select "Add" from the 'Add/Edit Frequency' field.
  8. Set the 'New Task Frequency Code' field to "E6H" and press Tab.
  9. Set the 'Task Frequency Description' field to "Every 6 Hours".
  10. Select "Timed" from the 'Type of Frequency' field.
  11. Select "Yes" from the 'Daily Task' field.
  12. Select the following times from the 'Task Timing Check Appropriate Hours' section: 00:00 - AM, 06:00 - AM, 12:00 - PM, 18:00 - PM.
  13. Click [Submit].
  14. Validate a message is displayed that states: "Form Return Task Frequency has completed. Do you wish to return to form?" and click [No].
  15. Access the 'Task Associations' form.
  16. Select "Task Definition" from the 'Task Type' field.
  17. Search for and select "Non-OE Frequency (freq)" from the 'Task Group/Definition' field.
  18. Select "Add" from the 'Add/Edit/Delete Association' field.
  19. Select "Administration" from the 'Order Event' field.
  20. Search for and select "AROMASIN 25 MG TABLET ORAL" from the 'Order Code' field.
  21. Set the 'Offset' field to "0".
  22. Select "Hours" from the 'Offset Units' field.
  23. Select "Every 6 Hours (E6H)" from the 'Frequency' field.
  24. Set the 'Duration' field to "1".
  25. Select "Days" from the 'Duration Units' field.
  26. Click [Update Associations] and [Submit].
  27. Validate a message is displayed that states: "Form Return Task Associations has completed. Do you wish to return to form?" and click [No].
  28. Select "Client A" and access the Order Entry Console.
  29. Search for and select "AROMASIN 25 MG TABLET ORAL" from the 'New Order' field.
  30. Set the 'Dose' field to "25".
  31. Select "MG" from the 'Dose Unit' field.
  32. Select "DAILY" from the 'Freq' field.
  33. Set the 'Duration' field to "1" and click [Days].
  34. Click [Add to Scratchpad] and [Sign].
  35. Validate the 'Order grid' contains an order for "AROMASIN 25 MG ORAL TABLET 25 MG, DAILY i".
  36. Access the 'Task List' widget.
  37. Search for and select "Client A" from the 'Search Patients' field.
  38. Validate that the "Non-OE Frequency" task was not created.
  39. Access the 'eMAR' widget.
  40. Validate the "AROMASIN 25 MG ORAL TABLET" order is displayed with no hours of administration.
  41. Select the first cell under the current date and click [Administer].
  42. Perform 'Order Acknowledgement' and 'Client Education' for the "AROMASIN 25 MG ORAL TABLET" order.
  43. Verify the 'Administration Event' dialog exists.
  44. Set the 'Med ID' cell to "00009-7663-04".
  45. Validate the 'Qty' cell is equal to "25".
  46. Validate the 'Unit' cell is equal to "MG".
  47. Select any successful administration event from the 'Administration Event' field.
  48. Check the 'Accept administration information entered' checkbox and click [OK].
  49. Validate the "AROMASIN 25 MG ORAL TABLET" order is displayed with "25 MG" and the time administered in military format, under the current date.
  50. Access the 'Task List' widget.
  51. Search for and select "Client A" from the 'Search Patients' field.
  52. Validate that "Non-OE Frequency" tasks are created under the future hours of 0000, 0600, 1200, and 1800.
Scenario 8: Task List - Bedboard Alert - Continuous Orders (Medical Food)
Specific Setup:
  • The following extended attributes must be set in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Medical Food”:
  • ‘(501) Order Type Category’ = “Pharmacy”
  • ‘(506) Default Orders To Open-Ended When No Default Duration’ = “Yes”
  • ‘(560) Is This a Medical Food Order Type’ = “Yes”
  • ‘(10181) Route of Administration’ = “GASTROSTOMY TUBE”, "J-TUBE", "NASOGASTRIC", "TUBE FEED", "INTRAVENOUS"
  • Please log out of the application and log back in after completing the above configuration.
  • An 'Order Code' must exist with an 'Order Type' of "Medical Food" and a 'Route of Administration' of "Tube Feed". (Medical Food)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the 'Client Alerts' tab.
  3. Select "Edit" from the 'Add or Edit Alert' field.
  4. Select "Continuous Order (15)" from the 'Client Alert' field.
  5. Validate "Yes" is selected from the 'Active' field.
  6. Validate "Continuous Order" is selected from the 'Alert Type' field.
  7. Select "Yes" from the 'Include in Client Header' field and click [Save].
  8. Validate a message is displaying that states: "Saved." and click [OK].
  9. Close the form.
  10. Select "Client A" and access the Order Entry Console.
  11. Search for and select "Medical Food" from the 'New Order' field.
  12. Select "EVERY DAY" from the 'Freq' field.
  13. Validate the 'Route' field contains "TUBE FEED".
  14. Select "Pump" from the 'Admin Method' field.
  15. Validate the 'Rate Unit' field contains "mL/hr".
  16. Set the 'Rate Amount' field to "1".
  17. Set the 'Duration' field to "3" and click [Days].
  18. Click [Add to Scratchpad] and [Sign].
  19. Validate the 'Interactions' dialog is displayed.
  20. Override all interactions and click [Save Override and Exit].
  21. Validate the 'Order grid' contains an order for "Medical Food Tube Feed Pump Rate: 1 mL/hr EVERY DAY".
  22. Access the 'HomeView' and deselect "Client A".
  23. Select "Client A" and access the Order Entry Console.
  24. Validate the 'Client Header' contains a 'Client Alert' with an infinity symbol.
  25. Validate when hovering over the 'Client Alert' that a message is displayed that states: "Continuous Order (Medical Food)".
  26. Access the 'Task List' widget.
  27. Search for and select "Client A" from the 'Search Patients' field.
  28. Validate that the 'Client Card' contains a "Continuous Order" 'Bedboard Alert'.
Scenario 9: Task List - Creating an unscheduled Task to be completed the following day
Specific Setup:
  • A frequency code must exist that has no 'Hours of Administration' selected and has the next day of the week selected under 'Daily Administration'. (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
  1. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "NextDay" and press [Tab].
  4. Set the 'Task Title' field to "Next Day Task" and click [Submit].
  5. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No].
  6. Access the 'Task Associations' form.
  7. Select "Task Definition" from the 'Task Type' field.
  8. Search for and select "Next Day Task (NextDay)" from the 'Task Group/Definition' field.
  9. Select "Add" from the 'Add/Edit/Delete Association' field.
  10. Select "Order Entry" from the 'Order Event' field.
  11. Search for and select "ABATINEX 680 MG CAPSULE ORAL" from the 'Order Code' field.
  12. Click [Update Associations] and [Submit].
  13. Validate a message is displayed that states "Task Associations has completed. Do you wish to return to form?" and click [No].
  14. Select "Client A" and access the Order Entry Console.
  15. Search for and select "ABATINEX 680 MG CAPSULE ORAL" from the 'New Order' field.
  16. Set the 'Dose' field to "1".
  17. Select "Capsule" from the 'Dose Unit' field.
  18. Select "Frequency Code A" from the 'Freq' field.
  19. Set the 'Duration' field to "7" and click [Days].
  20. Complete any other required fields and click [Add to Scratchpad] and [Sign].
  21. Validate the 'Interactions' dialog is displayed.
  22. Override any interactions and click [Save Override and Exit] button.
  23. Access the 'Task List' widget.
  24. Search and select "Client A" from the 'Search Patients' field.
  25. Validate that no tasks labeled "Next Day Task" are displayed under the 'Unscheduled' column.
Scenario 10: Task List - Creating and Discontinuing an Interval Task that occurs multiple times per hour
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "15mins" and press [Tab].
  4. Set the 'Task Title' field to "Every 15 Minutes Task" and click [Submit].
  5. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No].
  6. Access the 'Task Associations' form.
  7. Select "Task Definition" from the 'Task Type' field.
  8. Search for and select "Every 15 Minutes Task (15mins)" from the 'Task Group/Definition' field.
  9. Select "Add" from the 'Add/Edit/Delete Association' field.
  10. Select "Order Entry" from the 'Order Event' field.
  11. Search for and select "HYLAND'S BUG BITE OINTMENT TOPICAL APPLICATION" from the 'Order Code' field.
  12. Click [Update Associations] and [Submit].
  13. Validate a message is displayed that states "Task Associations has completed. Do you wish to return to form?" and click [No].
  14. Select "Client A" and access the Order Entry Console.
  15. Search for and select "HYLAND'S BUG BITE OINTMENT TOPICAL APPLICATION" from the 'New Order' field.
  16. Set the 'Dose' field to "1".
  17. Select "app" from the 'Dose Unit' field.
  18. Select "Every 15 Minutes" from the 'Freq' field.
  19. Set the 'Duration' field to "1" and click [Days].
  20. Complete any other required fields and click [Add to Scratchpad] and [Sign].
  21. Access the 'Task List' widget.
  22. Search and select "Client A" from the 'Search Patients' field.
  23. Validate four tasks labeled "Every 15 Minutes Task" are created under every future hour.
  24. Access the Order Entry Console.
  25. Select the order for "HYLAND'S BUG BITE OINTMENT TOPICAL APPLICATION" and click [D/C].
  26. Set the 'Discontinue Time' field to two hours from the current time.
  27. Click [Add to Scratchpad] and [Sign].
  28. Access the 'Task List' widget.
  29. Validate that any tasks labeled "Every 15 Minutes Task" are discontinued starting at two hours from the current time.
Scenario 11: Task List - Creating an Intervention Task based on Treatment Plan
Specific Setup:
  • In the Site Specific Section Modeling form - CWS60000 (Treatment Plan) Interventions section, the following site specific fields must be configured:
  • "Date Opened" must have the 'Label' field set to "Start Date".
  • "SS Treatment Plan Int Time 1" must have the 'Label' field set to "Start Time".
  • "SS Treatment Plan Int Time 1" must have "Use as 'Open Time' (Task List)" selected from the 'Product Custom Logic Definition' field.
  • "Date Closed" must have the 'Label' field set to "End Date".
  • "SS Treatment Plan Int Time 2" must have the 'Label' field set to "End Time".
  • "SS Treatment Plan Int Time 2" must have "Use as 'Close Time' (Task List)" selected from the 'Product Custom Logic Definition' field.
  • "SS Treatment Plan Int Time 2" must have "No" selected from the 'Initially Required' field.
  • A client must have an active episode. (Client A)
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Set the 'Plan Date' field to the current date.
  3. Set the 'Plan Name' field to "TestPlan".
  4. Select any value from the 'Plan Type' field.
  5. Select "Draft" from the 'Treatment Plan Status' field and click [Launch Plan].
  6. Click [Add New Problem].
  7. Search for and select "Pain in and around eye" from the 'Problem Code' field.
  8. Set the 'Problem' field to "Client A - Problem".
  9. Select "Active" from the 'Status' field and click [Add New Intervention].
  10. Set the 'Intervention' field to "Client A - Intervention".
  11. Select "Active" from the Status field.
  12. Select "Every 2 Hours" from the 'Task Frequency' field.
  13. Validate the 'Start Date' field contains the current date.
  14. Set the 'Start Time' field to the current time.
  15. Set the 'End Date' field to two days from the current date and click [Return to Plan].
  16. Validate a message is displayed that states "Plan saved successfully." and click [OK].
  17. Click [Submit].
  18. Access the 'Task List' widget.
  19. Search for and select "Client A" from the 'Search Patients' field.
  20. Validate that a task named "Client A - Intervention" was created under the current hour and alternates every other hour going forward.
Topics
• Order Entry Console • Task List • NX • STAT Order • Manage Nursing Caseload • Treatment Plan • myAvatar/myAvatar NX
Update 11 Summary | Details
Void for Vital Signs
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Vitals Entry
  • Crystal Report Viewer
  • Significant Findings
  • HL7 Connection Monitor
  • Health and Review of Systems
  • Export Health Information
Scenario 1: Vitals Entry - Validate Vitals Reports for Voided Vitals
Specific Setup:
  • A client must have an active episode (Client A).
  • The 'Avatar CWS->CWS Utilities->Set System Defaults->Vitals Entry->->Vitals Entry Restrictions' registry setting must be set to "N".
  • At least one dictionary code must exist in the CWS '(14112) Void Reason' dictionary.
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select "Add" in the 'Update Vital Sign' field.
  3. Enter the current date in the 'Date' field.
  4. Enter the current time in the 'Time' field.
  5. Populate all desired fields.
  6. Click [Submit] and [Yes] to return to form.
  7. Select the "Vitals Report" section.
  8. Enter the current date in the 'Start Date' and 'End Date' fields.
  9. Enter a time range within the time when the vitals were filed in the 'Start Time' and 'End Time' fields.
  10. Select the desired value(s) in the 'Vital Sign(s) For Report' field.
  11. Click [View Report].
  12. Validate the vital signs filed in the previous steps are displayed.
  13. Close the report.
  14. Select the "Vitals Entry" section.
  15. Select "Void" in the 'Update Vital Sign' field.
  16. Click [Select Vital Sign].
  17. Select the vitals filed in the previous steps and click [OK].
  18. Select the desired value in the 'Void Reason' field.
  19. Click [Submit] and [Yes] to return to form.
  20. Select the "Vitals Report" section.
  21. Enter the current date in the 'Start Date' and 'End Date' fields.
  22. Enter a time range within the time when the vitals were filed in the 'Start Time' and 'End Time' fields.
  23. Select the desired value(s) in the 'Vital Sign(s) For Report' field.
  24. Click [View Report].
  25. Validate the vital signs voided in the previous steps are displayed with (V) next to each voided vital sign.
  26. Close the report and the form.
Scenario 2: Vitals Entry - Validate the ability to void Vital Signs
Specific Setup:
  • The 'Avatar CWS->CWS Utilities->Set System Defaults->Vitals Entry->->Vitals Entry Restrictions' registry setting must be set to "N".
  • At least one dictionary code must exist in the CWS '(14112) Void Reason' dictionary.
  • A client must have an active episode and no vitals on file (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 'Height' field.
  6. Enter the desired value in the 'Weight' field.
  7. Validate the 'BMI' is populated based on the height/weight filed.
  8. Populate all desired fields.
  9. Click [Submit] and [No] to exit the form.
  10. Double click on "Client A" to access the Chart View.
  11. Validate the ‘Height, ‘Weight’, and ‘BMI’ fields in the Client Header display with the current data filed.
  12. Close the chart.
  13. Select “Client A” and access the ‘Vitals Entry’ form.
  14. Select "Void" in the 'Update Vital Sign' field.
  15. Click [Select Vital Sign].
  16. Select the previously filed vitals record and click [OK].
  17. Validate the previously filed data is displayed.
  18. Select the desired value in the ‘Void Reason’ field.
  19. Click [Submit] and [Yes] to return to form.
  20. Select "Edit" in the 'Update Vital Sign' field.
  21. Click [Select Vital Sign].
  22. Validate “*** VOIDED ***” displays in the Vitals Entry row and click [Cancel].
  23. Close the form.
  24. Double click on "Client A" to access the Chart View.
  25. Validate the ‘Height, ‘Weight’, and ‘BMI’ fields in the Client Header no longer display since the vitals have been voided.
  26. Close the chart.
Scenario 3: Significant Findings - Voided Vital Signs
Specific Setup:
  • The 'Avatar CWS->CWS Utilities->Set System Defaults->Vitals Entry->->Vitals Entry Restrictions' registry setting must be set to "N".
  • At least one dictionary code must exist in the CWS '(14112) Void Reason' dictionary.
  • A client must have an active episode. (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 current date in the 'Date' field.
  4. Enter the current time in the 'Time' field.
  5. Populate all desired fields.
  6. Click [Submit].
  7. Select "Client A" and access the 'Significant Findings' form.
  8. Enter the current date in the 'Significant Finding Date' field.
  9. Enter the current time in the 'Significant Finding Time' field.
  10. Validate the 'Findings' field contains the vitals filed in the previous steps.
  11. Select each vital filed in the previous steps and validate they display as expected.
  12. Close the form.
  13. Select "Client A" and access the 'Vitals Entry' form.
  14. Select "Void" in the 'Update Vital Sign' field.
  15. Click [Select Vital Sign].
  16. Select the vitals filed in the previous steps and click [OK].
  17. Select the desired value in the 'Void Reason' field.
  18. Click [Submit].
  19. Select "Client A" and access the 'Significant Findings' form.
  20. Enter the current date in the 'Significant Finding Date' field.
  21. Enter the current time in the 'Significant Finding Time' field.
  22. Validate the 'Findings' field does not contain the voided vitals.
  23. Close the form.
Scenario 4: Vitals Entry - Add/Void vitals and validate the HL7 outbound message
Specific Setup:
  • Avatar must be configured to communicate with RxConnect via HL7 and vice versa.
  • An 'ADT-RXCONNECT' connection must be configured.
  • A client is enrolled in an existing episode and does not have existing vitals on file (Client A).
  • The 'Avatar CWS->CWS Utilities->Set System Defaults->Vitals Entry->->Vitals Entry Restrictions' registry setting must be set to "N".
  • At least one dictionary code must exist in the CWS '(14112) Void Reason' dictionary.
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select "Add" in the 'Update Vital Sign' field.
  3. Enter the current date in the 'Date' field.
  4. Enter "9:00 AM" in the 'Time' field.
  5. Enter the desired value in the 'Height (ft in)' field.
  6. Enter the desired value in the 'Weight (lbs)' field.
  7. Click [Submit] and [Yes] to return to form.
  8. Select "Add" in the 'Update Vital Sign' field.
  9. Enter the current date in the 'Date' field.
  10. Enter "11:00 AM" in the 'Time' field.
  11. Enter any new value in the 'Height (ft in)' field.
  12. Enter any new value in the 'Weight (lbs)' field.
  13. Click [Submit] and [No] to exit the form.
  14. Access the 'HL7 Connection Monitor' form.
  15. Click [Refresh Monitor].
  16. Select "ADT-RXCONNECT" in the 'Select Row' field.
  17. Validate the 'Last Message Processed' field contains the most recent vital sign height/weight filed in the 11:00 AM record.
  18. Close the form.
  19. Select "Client A" and access the 'Vitals Entry' form.
  20. Select "Void" in the 'Update Vital Sign' field.
  21. Click [Select Vital Sign].
  22. Select the vitals filed for 11:00 AM and click [OK].
  23. Select the desired value in the 'Void Reason' field.
  24. Click [Submit] and [No] to exit the form.
  25. Access the 'HL7 Connection Monitor' form.
  26. Click [Refresh Monitor].
  27. Select "ADT-RXCONNECT" in the 'Select Row' field.
  28. Validate the 'Last Message Processed' field contains the vital sign height/weight filed in the 9:00 AM record since the other record has now been voided.
  29. Close the form.
  30. Select "Client A" and access the 'Vitals Entry' form.
  31. Select "Void" in the 'Update Vital Sign' field.
  32. Click [Select Vital Sign].
  33. Select the vitals filed for 9:00 AM and click [OK].
  34. Select the desired value in the 'Void Reason' field.
  35. Click [Submit] and [No] to exit the form.
  36. Access the 'HL7 Connection Monitor' form.
  37. Click [Refresh Monitor].
  38. Select "ADT-RXCONNECT" in the 'Select Row' field.
  39. Validate the 'Last Message Processed' field does not contain vital sign data as both records have been voided.
  40. Close the form.
Scenario 5: Export Health Information - Validate voided vitals are not included for "Surveillance" information
Specific Setup:
  • A client is enrolled in an existing episode and does not have existing vitals on file (Client A).
  • The 'Avatar CWS->CWS Utilities->Set System Defaults->Vitals Entry->->Vitals Entry Restrictions' registry setting must be set to "N".
  • At least one dictionary code must exist in the CWS '(14112) Void Reason' dictionary.
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select "Add" in the 'Update Vital Sign' field.
  3. Enter the current date in the 'Date' field.
  4. Enter "9:00 AM" in the 'Time' field.
  5. Enter the desired value in the 'Height (ft in)' field.
  6. Enter the desired value in the 'Weight (lbs)' field.
  7. Click [Submit] and [Yes] to return to form.
  8. Select "Add" in the 'Update Vital Sign' field.
  9. Enter the current date in the 'Date' field.
  10. Enter "11:00 AM" in the 'Time' field.
  11. Enter any new value in the 'Height (ft in)' field.
  12. Enter any new value in the 'Weight (lbs)' field.
  13. Click [Submit] and [No] to exit the form.
  14. Select "Client A" and access the 'Health and Review of Systems' form.
  15. Enter the current date in the 'Assessing Date' field.
  16. Populate all required and desired fields.
  17. Select "Yes" in the 'Include In Syndromic Reporting' field.
  18. Select "Final" in the 'Draft/Final' field.
  19. Click [Submit] and [No] to exit the form.
  20. Access the 'Export Health Information' form.
  21. Select "Compile" in the 'Action' field.
  22. Select "Public Health" in the 'Target Agency Type' field.
  23. Enter the current date in the 'From Date' and 'Through Date' fields.
  24. Select "Surveillance" in the 'Type of Information' field.
  25. Click [Process].
  26. Validate a message is displayed stating: Compile Complete.
  27. Click [OK].
  28. Validate a report is displayed with the data included in the compile.
  29. Validate a record is displayed for "Client A" with the most recent vital sign height/weight filed in the 11:00 AM record.
  30. Close the report and the form.
  31. Select "Client A" and access the 'Vitals Entry' form.
  32. Select "Void" in the 'Update Vital Sign' field.
  33. Click [Select Vital Sign].
  34. Select the vitals filed for 11:00 AM and click [OK].
  35. Select the desired value in the 'Void Reason' field.
  36. Click [Submit] and [No] to exit the form.
  37. Access the 'Export Health Information' form.
  38. Select "Compile" in the 'Action' field.
  39. Select "Public Health" in the 'Target Agency Type' field.
  40. Enter the current date in the 'From Date' and 'Through Date' fields.
  41. Select "Surveillance" in the 'Type of Information' field.
  42. Click [Process].
  43. Validate a message is displayed stating: Compile Complete.
  44. Click [OK].
  45. Validate a report is displayed with the data included in the compile.
  46. Validate a record is displayed for "Client A" with the vital sign height/weight filed in the 9:00 AM record since the other record has now been voided.
  47. Close the report and the form.
  48. Select "Client A" and access the 'Vitals Entry' form.
  49. Select "Void" in the 'Update Vital Sign' field.
  50. Click [Select Vital Sign].
  51. Select the vitals filed for 9:00 AM and click [OK].
  52. Select the desired value in the 'Void Reason' field.
  53. Click [Submit] and [No] to exit the form.
  54. Access the 'Export Health Information' form.
  55. Select "Compile" in the 'Action' field.
  56. Select "Public Health" in the 'Target Agency Type' field.
  57. Enter the current date in the 'From Date' and 'Through Date' fields.
  58. Select "Surveillance" in the 'Type of Information' field.
  59. Click [Process].
  60. Validate a message is displayed stating: Compile Complete.
  61. Click [OK].
  62. Validate a report is displayed with the data included in the compile.
  63. Validate a record is displayed for "Client A" and it no longer contains vital sign data as both records have been voided.
  64. Close the report and the form.
Significant Findings - 'Vital Sign' records
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Vitals Entry
  • Significant Findings
Scenario 1: Significant Findings - Vital Sign
Specific Setup:
  • A client must be enrolled in an existing episode (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 current date in the 'Date' field.
  4. Enter "9:00 AM" in the 'Time' field.
  5. Populate all desired fields.
  6. Click [Submit] and [Yes] to return to form.
  7. Select "Add" in the 'Update Vital Sign' field.
  8. Enter the current date in the 'Date' field.
  9. Enter "3:00 PM" in the 'Time' field.
  10. Populate all desired fields.
  11. Click [Submit] and [No] to exit the form.
  12. Select "Client A" and access the 'Significant Findings' form.
  13. Enter the current date in the 'Significant Finding Date' field.
  14. Enter the current time in the 'Significant Finding Time' field.
  15. Validate the 'Findings' field contains the vitals filed in the previous steps.
  16. Validate the 'Findings' field is sorted in descending chronological order- starting with the 3:00PM vitals and ending with the 9:00AM vitals.
  17. Close the form.
Scenario 2: Significant Findings - Voided Vital Signs
Specific Setup:
  • The 'Avatar CWS->CWS Utilities->Set System Defaults->Vitals Entry->->Vitals Entry Restrictions' registry setting must be set to "N".
  • At least one dictionary code must exist in the CWS '(14112) Void Reason' dictionary.
  • A client must have an active episode. (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 current date in the 'Date' field.
  4. Enter the current time in the 'Time' field.
  5. Populate all desired fields.
  6. Click [Submit].
  7. Select "Client A" and access the 'Significant Findings' form.
  8. Enter the current date in the 'Significant Finding Date' field.
  9. Enter the current time in the 'Significant Finding Time' field.
  10. Validate the 'Findings' field contains the vitals filed in the previous steps.
  11. Select each vital filed in the previous steps and validate they display as expected.
  12. Close the form.
  13. Select "Client A" and access the 'Vitals Entry' form.
  14. Select "Void" in the 'Update Vital Sign' field.
  15. Click [Select Vital Sign].
  16. Select the vitals filed in the previous steps and click [OK].
  17. Select the desired value in the 'Void Reason' field.
  18. Click [Submit].
  19. Select "Client A" and access the 'Significant Findings' form.
  20. Enter the current date in the 'Significant Finding Date' field.
  21. Enter the current time in the 'Significant Finding Time' field.
  22. Validate the 'Findings' field does not contain the voided vitals.
  23. Close the form.
Topics
• Vitals Entry • Vitals • Significant Findings • HL7 • Export Health Information
Update 13 Summary | Details
'Treatment Plan' form - 'Default From Previous Plan' registry setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
  • Treatment Plan Default Setup
Scenario 1: Treatment Plan - default from previous plan
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • Client A must have a Treatment Plan filed that has values entered in the 'Strengths', 'Weaknesses', and 'Discharge Planning' fields (Plan A).
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Verify the 'Do you want to default plan information form a previously entered plan?' dialog is displayed.
  4. Click [Yes].
  5. Select "Plan A" in the 'Default From Previous' field.
  6. Click [OK].
  7. Enter the desired date in the 'Please Enter Plan Date' field.
  8. Click [OK].
  9. Verify the 'Are you sure you want to default information from this plan?' dialog is displayed.
  10. Click [Yes].
  11. Enter the current date in the 'Plan Date' field.
  12. Select any value in the 'Plan Type' field.
  13. Select 'Draft' in the 'Treatment Plan Status' field.
  14. Validate the 'Strengths' field contains the information defaulted in from "Plan A".
  15. Validate the 'Weaknesses' field contains the information defaulted in from "Plan A".
  16. Validate the 'Discharge Planning' field contains the information defaulted in from "Plan A".
  17. Click [Launch Plan].
  18. Add a new problem, goal, objective and intervention.
  19. Click [Back to Plan Page].
  20. Validate the 'Strengths' field contains the information defaulted in from "Plan A".
  21. Validate the 'Weaknesses' field contains the information defaulted in from "Plan A".
  22. Validate the 'Discharge Planning' field contains the information defaulted in from "Plan A".
  23. Select "Final" in the 'Treatment Plan Status' field.
  24. Click [Submit].
Scenario 2: Treatment Plan - Default from previous plan- 'Treatment Plan Default Setup' form prompt set to 'No'.
Specific Setup:
  • The 'Default Problem Section', 'Default Goals Section', 'Default Objectives Section', and 'Default Interventions Section' field must be set to "No" in the 'Treatment Plan Default Setup' form.
  • A client must have a 'Treatment Plan' form filed. (Plan A)
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Verify the 'Do you want to default plan information from a previously entered plan?' dialog is displayed.
  4. Click [Yes].
  5. Select "Plan A" in the 'Default From Previous' field.
  6. Click [OK].
  7. Enter the desired date in the 'Please Enter Plan Date' field.
  8. Click [OK].
  9. Verify the 'Are you sure you want to default information from this plan?' dialog is displayed.
  10. Click [Yes].
  11. Enter the current date in the 'Plan Date' field.
  12. Select any value in the 'Plan Type' field.
  13. Select 'Draft' in the 'Treatment Plan Status' field.
  14. Validate the 'Strengths' field contains no values defaulted in from "Plan A".
  15. Validate the 'Weaknesses' field contains no values defaulted in from "Plan A".
  16. Validate the 'Discharge Planning' field contains no values defaulted in from "Plan A".
  17. Click [Launch Plan].
  18. Add a new problem, goal, objective, and intervention.
  19. Click [Back to Plan Page].
  20. Select "Final" in the 'Treatment Plan Status' field.
  21. Click [Submit].
'Treatment Plan' form - Scrolling Free Text fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
Scenario 1: Treatment Plan - add a problem, goal, objective, and intervention
Specific Setup:
  • The 'Avatar CWS->Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y".
  • A client must be enrolled in an existing episode (Client A).
  • Scrolling Free Text fields must be enabled via the 'Site Specific Section Modeling' form for a 'Treatment Plan' form. (Strengths, Weaknesses, Discharge Planning) (Treatment Plan)
Steps
  1. Select “Client A” and access the ‘Treatment Plan’ form.
  2. Set the ‘Plan Date’ field to the current date.
  3. Set the ‘Plan Name’ to any value.
  4. Select any value in the ‘Plan Type’ field.
  5. Set the 'Strengths' field to any value.
  6. Set the 'Weaknesses' field to any value.
  7. Set the 'Discharge Planning' field to any value.
  8. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
  9. Click [Add New Problem].
  10. Set the ‘Problem Code’ field to any value.
  11. Select “Active” in the ‘Status (Problem List)’ field.
  12. Set the ‘Problem’ field to any value.
  13. Select any value in the ‘Status’ field.
  14. Click [Add New Goal].
  15. Set the ‘Goal’ field to any value.
  16. Select any value in the ‘Status’ field.
  17. Click [Add New Objective].
  18. Set the ‘Objective’ field to any value.
  19. Select any value in the ‘Status’ field.
  20. Click [Add New Intervention].
  21. Set the ‘Intervention’ field to any value.
  22. Select any value in the ‘Status’ field.
  23. Click [Back to Plan Page].
  24. Close the form.
  25. Select “Client A” and access the ‘Treatment Plan’ form.
  26. Validate the ‘Load From Backup’ dialog displays with a message stating: “You have an unsubmitted backup of a plan from [the current date] and [the current time]. Would you like to load it instead of creating a new one?" and click [Yes].
  27. Validate the 'Strengths' field contains the value previously filed.
  28. Validate the 'Weaknesses' field contains the value previously filed.
  29. Validate the 'Discharge Planning' field contains the value previously filed.
  30. Click [Launch Plan].
  31. Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added.
  32. Click [Exit to Home View].
Scenario 2: Treatment Plan - 'Enable Automatic Backup' registry setting set to "N"
Specific Setup:
  • The 'Avatar CWS-> Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "N".
  • A client must have an active episode. (Client A)
Steps
  1. Select “Client A” and access the ‘Treatment Plan’ form.
  2. Set the ‘Plan Date’ field to the current date.
  3. Set the ‘Plan Name’ field to any value.
  4. Select any value in the ‘Plan Type’ field.
  5. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
  6. Click [Add New Problem].
  7. Set the ‘Problem Code’ field to any value.
  8. Select “Active” in the ‘Status (Problem List)’ field.
  9. Set the ‘Problem’ field to any value
  10. Select any value in the ‘Status’ field and click [Add New Goal].
  11. Set the ‘Goal’ field to any value.
  12. Select any value in the ‘Status’ field and click [Add New Objective].
  13. Set the ‘Objective’ field to any value.
  14. Select any value in the ‘Status’ field and click [Add New Intervention].
  15. Set the ‘Intervention’ field to any value.
  16. Select any value in the ‘Status’ field and click [Back to Plan Page].
  17. Click [Submit].
  18. Select “Client A” and access the ‘Treatment Plan’ form.
  19. Select the treatment plan previously filed and click [Edit].
  20. Click [Launch Plan].
  21. Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps.
  22. Close the form.
Scenario 3: Treatment Plan - 'Enable Automatic Backup' registry setting - Multiple Active Plans
Specific Setup:
  • The 'Avatar CWS-> Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y".
  • A client must have an active episode. (Client A)
  • A Treatment Plan copy must exist (Treatment Plan Copy)
Steps
  1. Select “Client A” and access the ‘Treatment Plan’ form.
  2. Set the ‘Plan Date’ field to the current date.
  3. Set the ‘Plan Name’ field to any value.
  4. Select any value in the ‘Plan Type’ field.
  5. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
  6. Click [Add New Problem].
  7. Set the ‘Problem Code’ field to any value.
  8. Select “Active” in the ‘Status (Problem List)’ field.
  9. Set the ‘Problem’ field to any value.
  10. Select any value in the ‘Status’ field and click [Add New Goal].
  11. Set the ‘Goal’ field to any value.
  12. Select any value in the ‘Status’ field and click [Add New Objective].
  13. Set the ‘Objective’ field to any value.
  14. Select any value in the ‘Status’ field and click [Add New Intervention].
  15. Set the ‘Intervention’ field to any value.
  16. Select any value in the ‘Status’ field and click [Back to Plan Page].
  17. Close the form.
  18. Select “Client A” and access the ‘Treatment Plan Copy’ form.
  19. Set the ‘Plan Date’ field to the current date.
  20. Set the ‘Plan Name’ field to any value.
  21. Select any value in the ‘Plan Type’ field.
  22. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
  23. Click [Add New Problem].
  24. Set the ‘Problem Code’ field to any value.
  25. Select “Active” in the ‘Status (Problem List)’ field.
  26. Set the ‘Problem’ field to any value.
  27. Select any value in the ‘Status’ field and click [Add New Goal].
  28. Set the ‘Goal’ field to any value.
  29. Select any value in the ‘Status’ field and click [Add New Objective].
  30. Set the ‘Objective’ field to any value.
  31. Select any value in the ‘Status’ field and click [Add New Intervention].
  32. Set the ‘Intervention’ field to any value.
  33. Select any value in the ‘Status’ field and click [Back to Plan Page].
  34. Click [Submit].
  35. Select “Client A” and access the ‘Treatment Plan’ form.
  36. Click [Add].
  37. Validate the ‘Load From Backup’ dialog is displayed with a message stating: "You have an unsubmitted back of this plan from [the current date] at [the current time]. Would you like to load it?" and click [Yes].
  38. Validate the ‘Plan Date’ field contains the current date.
  39. Validate the ‘Plan Name’ field contains the plan name previously filed.
  40. Validate the ‘Plan Type’ contains the value previously filed.
  41. Validate “Draft” is selected in the ‘Treatment Plan Status’ field and click [Launch Plan].
  42. Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps.
  43. Click [Back to Plan Page] and [Submit].
  44. Select “Client A” and access the ‘Treatment Plan Copy’ form.
  45. Select the plan previously filed and click [Edit].
  46. Click [Launch Plan].
  47. Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps.
  48. Click [Back to Plan Page] and close the form.
  49. Select “Client A” and access the ‘Treatment Plan’ form.
  50. Select the plan previously filed and click [Edit].
  51. Click [Launch Plan].
  52. Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps.
  53. Close the form.
Topics
• Treatment Plan
Update 14 Summary | Details
'Review Results' and 'Results Details' forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Results Entry
  • Review Results
  • View Results
Scenario 1: Results Entry - Validate Staff credentials in the Review and View Results forms
Specific Setup:
  • The user who is logged into the application must be associated with a Practitioner that has credentials. (Practitioner A)
  • A client must have an active episode. (Client A)
  • A lab order code must exist that is associated with an 'eVendor', has a 'Specimen Type' of "Blood", and a 'Default Duration (Hours)' of "48". (Lab Code A)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Complete Blood Count (CBC)" in the 'New Order' field.
  3. Validate the 'External Lab Vendor Destination' field contains the 'eVendor' associated with the order code.
  4. Validate the 'Electronic' checkbox is disabled and checked for 'Communication Method'.
  5. Validate the 'Specimen Type' field contains "Blood".
  6. Validate that "Lab Vendor Staff will Collect" is selected in the 'Specimen Collection' field.
  7. Validate the 'Duration' field contains "48" and that [Hours] is selected.
  8. Set the 'Addl Instructions' field to any value.
  9. Click [Add to Scratchpad] and [Sign].
  10. Validate the 'Order grid' contains an order for "Complete Blood Count".
  11. Validate that "Client A" is selected and access the "Results Entry" form.
  12. Select "Add" in the 'Add/Edit/Delete Result' field.
  13. Click [Select Order] and select the order for "Complete Blood Count" and click [OK].
  14. Fill out all the required fields.
  15. Search for and select "Practitioner A" in the 'Ordering Practitioner' field and validate that the credentials are displayed.
  16. Click [File Header Info].
  17. Validate a message is displayed stating "Header information filed" and click [OK].
  18. Select the "Result Details" section.
  19. Select "Add" in the 'Add/Edit/Delete Result Detail' field.
  20. Validate the 'Header' field contains the information that was just created.
  21. Fill out all required fields and click [File Detail Info].
  22. Validate a message is displayed stating "Detail Information filed" and click [OK].
  23. Close the form.
  24. Access the 'Review Results' form for "Client A".
  25. Select the results information in the 'Select Results' field.
  26. Validate the 'Results' field contains the 'Ordering Practitioner' with staff credentials displayed in the format of First name Last name credentials ID#.
  27. In the 'Comments' field enter a value that is over 5000 characters.
  28. File the form and remain in the form.
  29. Retrieve the same result and validate that all characters are displayed for 'Comments' in the 'Review History' field.
  30. Close the form.
  31. Access the 'View Results' form for "Client A".
  32. Click [Display Results List/Select Result To View/Print].
  33. Select the row for the "(CBC) Complete Blood Count" order.
  34. Validate the 'Result Information' field contains 'Ordering Practitioner' with staff credentials displayed in the format of First name Last name credentials ID#.
  35. Close the form.
Topics
• Review Results • Results
Update 16 Summary | Details
The 'Manage Nursing Caseload' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Manage Observer Caseload
  • Manage Nursing Caseload
  • Nursing Caseload Assignment
Scenario 1: 'Manage Observer Caseload' and 'Manage Nursing Caseload' forms - SYSTEM.RADplus_caseload validation
Specific Setup:
  • Two users must exist in the application who are associated with Staff Members. (User A) (User B)
  • "User A" must have access to the 'Manage Observer Caseload' and the 'Manage Nursing Caseload' forms, as well as all tables.
  • Two clients with active inpatient episodes must exist in the application. (Client A) (Client B)
  • Must be logged in as "User A".
Steps
  1. Access the ‘Manage Observer Caseload’ form.
  2. Search for and select “User A” in the ‘Select User’ field.
  3. Select “Caseload” in the ‘Use Observer Caseload or Unit Selection’ field.
  4. Select “Add” in the ‘Add or Remove Client From Caseload’ field.
  5. Search for and select “Client A” in the ‘Client’ field.
  6. Click [Update Caseload].
  7. Validate the ‘Current Caseload’ field contains "Client A".
  8. Select “Add” in the ‘Add or Remove Client From Caseload’ field.
  9. Search for and select “Client B” in the ‘Client’ field.
  10. Click [Update Caseload].
  11. Validate the ‘Current Caseload’ field contains “Client A” and “Client B”.
  12. Close the form.
  13. Create a report using the 'SYSTEM.radplus_caseload' table using the following fields: 'PATID', 'USERID' and 'caseload_type_CSM_value'.
  14. Filter the report by selecting "Client A's PATID" and "Client B's PATID" in the 'PATID' field.
  15. Validate the report contains two rows, one for "Client A" and one for "Client B".
  16. Validate that the 'USERID' field contains the username associated with "User A".
  17. Access the ‘Manage Observer Caseload’ form.
  18. Search for and select “Practitioner A” in the ‘Select User’ field.
  19. Select “Remove” in the ‘Add or Remove Client From Caseload’ field.
  20. Select “Client B” in the ‘Current Caseload’ field and click [Update Caseload].
  21. Validate a message is displayed stating: "You are about to remove the selected client(s) from the caseload of User A. Are you sure you want to continue?" and click [OK].
  22. Validate the ‘Current Caseload’ field contains "Client A".
  23. Refresh the report created using the 'SYSTEM.radplus_caseload' table.
  24. Validate the table does not contain a row of data for "Client B"
  25. Select the ‘Transfer Caseload’ section.
  26. Search for and select “User A” in the ‘Transfer Caseload From’ field.
  27. Search for and select “User B” in the ‘Transfer Caseload To’ field.
  28. Select "Client A" in the ‘Select Client’ field.
  29. Click [Transfer Caseload].
  30. Refresh the report created using the 'SYSTEM.radplus_caseload' table.
  31. Validate that one row of data exists for "Client A" where the 'USERID' field now contains "User B".
  32. Return to the 'Manage Observer Caseload' form.
  33. Select the ‘Manage Caseload’ section.
  34. Search for and select “User B” in the ‘Select User’ field.
  35. Validate the ‘Current Caseload’ field contains "Client A".
  36. Select “Add” in the ‘Add or Remove Client From Caseload’ field.
  37. Select any unit in the ‘Unit’ field.
  38. Select all clients in the ‘Select Clients’ field.
  39. Click [Update Caseload].
  40. Validate the ‘Current Caseload’ field contains all clients from the selected unit.
  41. Refresh the report created using the 'SYSTEM.radplus_caseload' table.
  42. Remove the filter on the 'PATID' field.
  43. Validate there are rows added for "Client A" and for all clients in unit "Team 1" all with "User B" in the 'USERID' field.
  44. Return to the 'Manage Observer Caseload' form.
  45. Search for and select “User B” in the ‘Select User’ field.
  46. Select “Remove” in the ‘Add or Remove Client From Caseload’ field.
  47. Select all clients in the ‘Select Clients’ field.
  48. Click [Update Caseload].
  49. Validate that a message is displayed stating: "You are about to remove the selected client(s) from the caseload of User B. Are you sure you want to continue?" and click [OK].
  50. Close the form.
  51. Refresh the report created using the 'SYSTEM.radplus_caseload' table.
  52. Validate there are no rows of data with a 'caseload_type_CSM_value' of "NTST Observer".
  53. Access the ‘Manage Nursing Caseload’ form.
  54. Search for and select “User A” in the ‘Select User’ field.
  55. Select “Add” in the ‘Add or Remove Client From Caseload’ field.
  56. Search for and select “Client A” in the ‘Client’ field.
  57. Click [Update Caseload].
  58. Validate the ‘Current Caseload’ field contains "Client A".
  59. Select “Add” in the ‘Add or Remove Client From Caseload’ field.
  60. Search for and select “Client B” in the ‘Client’ field.
  61. Click [Update Caseload].
  62. Validate the ‘Current Caseload’ field contains “Client A” and “Client B”.
  63. Refresh the report created using the 'SYSTEM.radplus_caseload' table.
  64. Filter the report by selecting "Client A's PATID" and "Client B's PATID" in the 'PATID' field.
  65. Validate the table contains a row of data for "Client A" and "Client B" and the 'USERID' column for each row contains "User A".
  66. Validate the 'caseload_type_CSM_value' column for both rows of data contain "Nursing Caseload Assignment".
  67. Return to the ‘Manage Nursing Caseload’ form.
  68. Search for and select “User A” in the ‘Select User’ field.
  69. Select “Remove” in the ‘Add or Remove Client From Caseload’ field.
  70. Select “Client B” in the ‘Current Caseload’ field.
  71. Click [Update Caseload].
  72. Validate a message is displayed stating: "You are about to remove the selected client(s) from the caseload of User A. Are you sure you want to continue?" and click [OK].
  73. Validate the ‘Current Caseload’ field contains "Client A".
  74. Refresh the report created using the 'SYSTEM.radplus_caseload' table.
  75. Validate the table does not contain a row of data for "Client B"
  76. Return to the 'Manage Nursing Caseload' form.
  77. Select the ‘Transfer Caseload’ tab.
  78. Search for and select “User A” in the ‘Transfer Caseload From’ field.
  79. Search for and select “User B” in the ‘Transfer Caseload To’ field.
  80. Select all clients in the ‘Select Client’ field.
  81. Click [Transfer Caseload].
  82. Validate a message is displayed stating: "Selected client(s) will be transferred from the caseload of User A to caseload of User B. Are you sure?" and click [OK].
  83. Refresh the report created using the 'SYSTEM.radplus_caseload' table.
  84. Validate a row for "Client A" is displayed where the 'USERID' field contains "User B"
  85. Return to the 'Manage Nursing Caseload' form.
  86. Select the ‘Manage Caseload’ tab.
  87. Search for and select "User B" in the ‘Select User’ field.
  88. Validate the ‘Current Caseload’ field contains "Client A".
  89. Select “Add” in the ‘Add or Remove Client From Caseload’ field.
  90. Select any unit in the ‘Unit’ field.
  91. Select all clients in the ‘Select Clients’ field.
  92. Click [Update Caseload].
  93. Validate the ‘Current Caseload’ field contains "Client A" and all clients from the selected unit.
  94. Refresh the report created using the 'SYSTEM.radplus_caseload' table.
  95. Validate a row for each client from the selected unit is displayed where 'caseload_type_CSM_value' contains "Nursing Caseload Assignment".
  96. Return to the 'Manage Nursing Caseload' form.
  97. Search for and select “User B” in the ‘Select User’ field.
  98. Select “Remove” in the ‘Add or Remove Client From Caseload’ field.
  99. Select all clients in the ‘Select Clients’ field.
  100. Click [Update Caseload].
  101. Validate a message is displayed stating: "You are about to remove the selected client(s) from the caseload of User B. Are you sure you want to continue?" and click [OK].
  102. Close the form.
  103. Refresh the report created using the ‘SYSTEM.RADplus_caseload’ table.
  104. Validate the table does not contain any rows of data for "Client A" or all clients from the selected unit.
Scenario 2: 'Manage Nursing Caseload' and 'Nursing Caseload Assignment' forms - Add and Remove clients
Specific Setup:
  • The user who is logged into the application must have access to the 'Manage Observer Caseload' and the 'Nursing Caseload Assignment' forms. (User A)
  • Two clients with active episodes must exist in the application. (Client A) (Client B)
Steps
  1. Access the ‘Manage Nursing Caseload’ form.
  2. Search for and select “User A” in the ‘Select User’ field.
  3. Select “Add” in the ‘Add or Remove Client From Caseload’ field.
  4. Search for and select “Client A” in the ‘Client’ field.
  5. Click [Update Caseload].
  6. Validate the ‘Current Caseload’ field contains "Client A".
  7. Select “Add” in the ‘Add or Remove Client From Caseload’ field.
  8. Search for and select “Client B” in the ‘Client’ field.
  9. Click [Update Caseload].
  10. Validate the ‘Current Caseload’ field contains “Client A” and “Client B”.
  11. Close the form.
  12. Access the 'Nursing Caseload Assignment’ form.
  13. Validate the 'Currently Logged On User ID' field contains “User A".
  14. Validate the ‘Current Caseload’ field contains “Client A” and “Client B”.
  15. Close the form.
  16. Access the ‘Manage Nursing Caseload’ form.
  17. Search for and select “User A” in the ‘Select User’ field.
  18. Select “Remove” in the ‘Add or Remove Client From Caseload’ field.
  19. Select “Client B” in the ‘Current Caseload’ field and click [Update Caseload].
  20. Validate a message is displayed stating: "You are about to remove the selected client(s) from the caseload of User A. Are you sure you want to continue?" and click [OK].
  21. Validate the ‘Current Caseload’ field contains "Client A".
  22. Access the 'Nursing Caseload Assignment’ form.
  23. Validate the 'Currently Logged On User ID' field contains “User A".
  24. Validate the ‘Current Caseload’ field contains “Client A”.
  25. Close the form.
Topics
• Manage Nursing Caseload • Manage Observer Caseload
Update 18 Summary | Details
'Preferred Weight For Displays/Reports' Registry Setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Vitals Entry
  • Crystal Report Viewer
Scenario 1: Vitals Entry - validate vitals in the 'Recent Vitals' widget
Specific Setup:
  • The 'Recent Vitals' widget must be added to the HomeView of the logged in user.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select "Add" from the 'Add/Edit/Delete Vital Sign' field.
  3. Enter the desired date in the 'Date' field.
  4. Enter the desired time in the 'Time' field.
  5. Select "No" from the 'Refused Vitals' field.
  6. Populate all remaining vital sign fields.
  7. Click [Submit] and [No].
  8. Select "Client A" and navigate to the 'Recent Vitals' widget.
  9. Validate the vitals entered in the previous steps are displayed.
Scenario 2: Chart View - "Vitals Entry" form
Specific Setup:
  • The 'Vitals Entry' form must be added to the Chart View.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select "Add" in the 'Update Vital Sign' field.
  3. Enter the desired date in the 'Date' field.
  4. Enter the desired time in the 'Time' field.
  5. Select "No" in the 'Refused Vitals' field.
  6. Populate all remaining vital sign fields.
  7. Click [Submit] and [No].
  8. Double click on "Client A" in the 'My Clients' widget.
  9. Validate the 'Chart View' is displayed.
  10. Select "Vitals Entry" from the left-hand side.
  11. Validate the vitals entered in the previous steps are displayed.
  12. Close the chart.
Scenario 3: Vitals Entry - validate vitals in the 'Vital Signs' widget
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • The 'Vital Signs' widget is on the HomeView.
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select "Add" from the 'Add/Edit/Delete Vital Sign' field.
  3. Enter the desired date in the 'Date' field.
  4. Enter the desired time in the 'Time' field.
  5. Select "No" from the 'Refused Vitals' field.
  6. Populate all remaining vital sign fields.
  7. Click [Submit] and [No].
  8. Select "Client A" and navigate to the 'Vital Signs' widget.
  9. Validate the vitals entered in the previous steps are displayed.
Scenario 4: Validate the 'SYSTEM.cw_vital_signs' SQL table
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • User must have access to the 'SYSTEM.cw_vital_signs' SQL table in the 'User Definition' form.
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select "Add" in the 'Update Vital Sign' field.
  3. Enter the desired date in the 'Date' field.
  4. Enter the desired time in the 'Time' field.
  5. Select "No" in the 'Refused Vitals' field.
  6. Enter the desired value in the 'Systolic' and 'Diastolic' fields.
  7. Populate all remaining vital sign fields.
  8. Click [Submit] and [No].
  9. Access Crystal Reports or other SQL Reporting Tool.
  10. Create a report using the 'SYSTEM.cw_vital_signs' SQL table.
  11. Validate rows are displayed for the vitals entered in the previous steps.
  12. Validate the 'ID' field contains a unique identifier.
  13. Validate the 'data_entry_date' field contains the date entered in the previous steps.
  14. Validate the 'data_entry_time' field contains the time entered in the previous steps.
  15. Validate the 'RV reading_value' field contains "No".
  16. Validate the 'BPS reading_value' field contains the value entered in the previous steps.
  17. Validate the 'BPD reading_value' field contains the value entered in the previous steps.
  18. Validate the 'BP vital sign' field contains "Blood Pressure (Label)".
  19. Close the report.
Scenario 5: Validate the 'Preferred Weight For Displays/Reports' Registry Setting
Specific Setup:
  • The 'Recent Vitals' widget and 'Vital Signs' widget must be added to the HomeView of the logged in user.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Registry Settings' form
  2. Set the 'Limit Registry Settings to the Following Search Criteria' field to "preferred weight for displays/reports".
  3. Click [View Registry Settings].
  4. Set the 'Registry Setting Value' field to "1".
  5. Click [Submit], [OK] and [No].
  6. Select "Client A" and access the 'Vitals Entry' form.
  7. Select "Add" from the 'Add/Edit/Delete Vital Sign' field.
  8. Enter the desired date in the 'Date' field.
  9. Enter the desired time in the 'Time' field.
  10. Select "No" from the 'Refused Vitals' field.
  11. Enter the desired value in the 'Weight' field.
  12. Populate all remaining vital sign fields.
  13. Click [Submit] and [No].
  14. Select "Client A" and navigate to the 'Vital Signs' widget.
  15. Validate the vitals entered in the previous steps are displayed.
  16. Validate the 'Weight' field is displayed in lbs.
  17. Navigate to the 'Recent Vitals' widget.
  18. Validate the vitals entered in the previous steps are displayed.
  19. Validate the 'Weight' field is displayed in lbs.
  20. Access the 'Vitals Entry' form.
  21. Select the 'Vitals Reports' section.
  22. Click [Start Date T] and [End Date T].
  23. Select "All" in the 'Vital Sign(s) for Report' field.
  24. Set the 'Start Time' to the desired time.
  25. Click [End Time Current Time] and [View Report].
  26. Validate the vitals entered in the previous steps are displayed.
  27. Validate the 'Weight' field is displayed in lbs.
  28. Close the report and the form.
  29. Access the 'Registry Settings' form
  30. Set the 'Limit Registry Settings to the Following Search Criteria' field to "preferred weight for displays/reports".
  31. Click [View Registry Settings].
  32. Set the 'Registry Setting Value' field to "2".
  33. Click [Submit], [OK] and [No].
  34. Select "Client A" and navigate to the 'Vital Signs' widget.
  35. Validate the vitals entered in the previous steps are displayed.
  36. Validate the 'Weight' field is displayed in kgs.
  37. Navigate to the 'Recent Vitals' widget.
  38. Validate the vitals entered in the previous steps are displayed.
  39. Validate the 'Weight' field is displayed in kgs.
  40. Access the 'Vitals Entry' form.
  41. Select the 'Vitals Reports' section.
  42. Click [Start Date T] and [End Date T].
  43. Select "All" in the 'Vital Sign(s) for Report' field.
  44. Set the 'Start Time' to the desired time.
  45. Click [End Time Current Time] and [View Report].
  46. Validate the vitals entered in the previous steps are displayed.
  47. Validate the 'Weight' field is displayed in kgs.
  48. Close the report and the form.
Topics
• Vitals Entry • Chart View • NX • Registry Settings
Update 19 Summary | Details
Avatar CWS - support for other products and modules
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
  • Crystal Report Viewer
Scenario 1: 'Progress Notes (Group and Individual)' form - Validate the 'ProgressNoteCreated' payload
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Enter "Client A" in the 'Select Client' field.
  3. Select any value in the 'Select Episode' field.
  4. Select "New Service" in the 'Progress Note For' field.
  5. Select any value in the 'Note Type' field.
  6. Enter any value in the 'Notes Field' field.
  7. Enter the desired practitioner in the 'Practitioner' field.
  8. Enter the current date in the 'Date Of Service' field.
  9. Enter any value in the 'Service Code' field.
  10. Select "Final" in the 'Draft/Final' field.
  11. Click [File Note].
  12. Validate a "Progress Notes" message is displayed stating: Note Filed.
  13. Click [OK].
  14. Access the 'CareFabric Monitor' form.
  15. Enter the current date in the 'From Date' field.
  16. Enter the current date in the 'Through Date' field.
  17. Enter "Client A" in the 'Client ID' field.
  18. Click [View Activity Log].
  19. Select "ProgressNoteCreated" in the 'Activity Type' field.
  20. Click [Click to View Record].
  21. Validate all progress note data displays as expected.
  22. Close the report and the form.
Scenario 2: Validate the 'PutProgressNote' SDK action
Steps

Internal testing only.
Topics
• Progress Notes
Update 20 Summary | Details
Viewing results with embedded PDF's
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Results Importing
  • View Results
  • Clinical Document Viewer
Scenario 1: HL7 Results with embedded PDF's
Specific Setup:
  • A client must have an active episode. (Client A)
  • A result file must be created for "Client A" with an embedded PDF (File A)
Steps
  1. Access the 'Results Importing' form.
  2. Set the 'File Path for Import' field to the path for "File A" and click [Import].
  3. Validate a message displays stating "Import Complete", click [OK], and close the form.
  4. Select "Client A" and access the 'View Results' form.
  5. Click [Display Results List/Select Result To View/Print].
  6. Select "the result imported" from the 'Select Result' checklist and click [OK].
  7. Click [Print Result(s)].
  8. Validate the PDF displays with the appropriate data and close the form.
  9. Access the 'Clinical Document Viewer' form for Avatar CWS.
  10. Select "Individual" from the 'Select All or Individual Client' field.
  11. Set the 'Select Client' field to "Client A".
  12. Validate the 'Episode' field is equal to "All" and click [Process].
  13. Click the 'View' checkbox in the row for the result filed for the current date and click [View].
  14. Validate the PDF displays with all appropriate data.
Microbiology results
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
Scenario 1: Filing Preliminary and Final Microbiology Results
Specific Setup:
  • A client must have an active episode. (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • A "preliminary" microbiology result file must exist for "Client A" and "Order A".
  • A "final" microbiology result file must exist for "Client A" and "Order A".
Steps
  1. Access the Order Entry Console for "Client A".
  2. Search for and select a microbiology order code in the 'New Order' field.
  3. Set the 'Duration' field to "5" and click [Days].
  4. Click [Add to Scratchpad] and [Sign].
  5. Validate the 'Order grid' contains an order for the microbiology order created.
  6. File the "Preliminary" microbiology result file via the 'CareConnect' process.
  7. Create a report using the 'SYSTEM.results_detail' table including fields 'PATID', 'data_entry_date', and 'observation_value'.
  8. Filter the report for "Client A" and the current date.
  9. Validate one row is displayed with "In Progress" in the 'observation_value' field.
  10. File the "Final" microbiology result file via the 'CareConnect' process.
  11. Refresh the 'SYSTEM.results_detail' table.
  12. Validate the "In Progress" row no longer displays and rows are created for the result filed.
Topics
• NX • Results • Microbiology
Update 23 Summary | Details
'Results by Caseload' widget - View Results
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Homeview.Results by Caseload widget
  • Results Entry
  • Review Results (CLIENT)
Scenario 1: Validate "Results by Caseload" widget for Today
Specific Setup:
  • "Results by Caseload" widget must be on the user's home view.
  • A client must be admitted in an existing episode (Client A).
  • Client A is part of the logged in user's caseload.
Steps
  1. Select "Client A" and access the 'Results Entry' form.
  2. Select "Add" in the 'Add/Edit/Delete Result' field.
  3. Populate the required and desired fields.
  4. Click [File Header].
  5. Validate a dialog is displayed stating "Header information filed" and click [OK].
  6. Select the 'Result Details' item.
  7. Select "Add" in the 'Add/Edit/Delete Result Detail' field.
  8. Click [Select Header].
  9. Validate the header filed in the previous steps is present.
  10. Select the result and click [OK].
  11. Populate all required and desired fields.
  12. Enter today's date in the 'Observation Date' field.
  13. Enter the desired time in the 'Received Time' field.
  14. Click [File Detail Info].
  15. Validate a dialog is displayed stating "Detail information filed" and click [OK].
  16. Close the form.
  17. Navigate to the 'Results By Caseload' widget.
  18. Click the refresh button.
  19. Select "Today" in the 'Range to View' field.
  20. Validate a new row is added for the result.
  21. Select the row and click [View Result].
  22. Validate the 'Review Results' form opens with the entry.
  23. Select the result in the 'Select Results' field and click [Submit].
  24. Refresh the widget.
  25. Validate the row is no longer present in the 'Results by Caseload' widget.
Scenario 2: Validate "Results by Caseload Widget" by Month
Specific Setup:
  • "Results by Caseload" widget must be on the user's home view.
  • A client must be admitted in an existing episode and have various results filed this month (Client A).
  • Client A is part of the logged in user's caseload.
Steps
  1. Select "Client A" and access the 'Results Entry' form.
  2. Select "Add" in the 'Add/Edit/Delete Result' field.
  3. Populate the required and desired fields.
  4. Click [File Header].
  5. Validate a dialog is displayed stating "Header information filed" and click [OK].
  6. Select the 'Result Details' item.
  7. Select "Add" in the 'Add/Edit/Delete Result Detail' field.
  8. Click [Select Header].
  9. Validate the header filed in the previous steps is present.
  10. Select the result and click [OK].
  11. Populate all required and desired fields.
  12. Enter today's date in the 'Observation Date' field.
  13. Enter the desired time in the 'Received Time' field.
  14. Click [File Detail Info].
  15. Validate a dialog is displayed stating "Detail information filed" and click [OK].
  16. Close the form.
  17. Navigate to the 'Results By Caseload' widget.
  18. Click the refresh button.
  19. Select "Month" in the 'Range to View' field.
  20. Validate a new row is added for the result.
  21. Select the row and click [View Result].
  22. Validate the 'Review Results' form opens with the entry.
  23. Select the result in the 'Select Results' field and click [Submit].
  24. Refresh the widget.
  25. Validate the row is no longer present in the 'Results by Caseload' widget.
Topics
• Results Entry • Results by Caseload widget
Update 26 Summary | Details
Vital Signs - 'SYSTEM.cw_vital_sign' SQL table
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Vitals Entry
Scenario 1: Vitals Entry - validate vitals in the 'Recent Vitals' widget
Specific Setup:
  • The 'Recent Vitals' widget must be added to the HomeView of the logged in user.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select "Add" from the 'Add/Edit/Delete Vital Sign' field.
  3. Enter the desired date in the 'Date' field.
  4. Enter the desired time in the 'Time' field.
  5. Select "No" from the 'Refused Vitals' field.
  6. Populate all remaining vital sign fields.
  7. Click [Submit] and [No].
  8. Select "Client A" and navigate to the 'Recent Vitals' widget.
  9. Validate the vitals entered in the previous steps are displayed.
Scenario 2: Chart View - "Vitals Entry" form
Specific Setup:
  • The 'Vitals Entry' form must be added to the Chart View.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select "Add" in the 'Update Vital Sign' field.
  3. Enter the desired date in the 'Date' field.
  4. Enter the desired time in the 'Time' field.
  5. Select "No" in the 'Refused Vitals' field.
  6. Populate all remaining vital sign fields.
  7. Click [Submit] and [No].
  8. Double click on "Client A" in the 'My Clients' widget.
  9. Validate the 'Chart View' is displayed.
  10. Select "Vitals Entry" from the left-hand side.
  11. Validate the vitals entered in the previous steps are displayed.
  12. Close the chart.
Scenario 3: Vitals Entry - validate vitals in the 'Vital Signs' widget
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • The 'Vital Signs' widget is on the HomeView.
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select "Add" from the 'Add/Edit/Delete Vital Sign' field.
  3. Enter the desired date in the 'Date' field.
  4. Enter the desired time in the 'Time' field.
  5. Select "No" from the 'Refused Vitals' field.
  6. Populate all remaining vital sign fields.
  7. Click [Submit] and [No].
  8. Select "Client A" and navigate to the 'Vital Signs' widget.
  9. Validate the vitals entered in the previous steps are displayed.
Scenario 4: Validate the 'SYSTEM.cw_vital_signs' SQL table
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • User must have access to the 'SYSTEM.cw_vital_signs' SQL table in the 'User Definition' form.
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select "Add" in the 'Update Vital Sign' field.
  3. Enter the desired date in the 'Date' field.
  4. Enter the desired time in the 'Time' field.
  5. Select "No" in the 'Refused Vitals' field.
  6. Enter the desired value in the 'Systolic' and 'Diastolic' fields.
  7. Populate all remaining vital sign fields.
  8. Click [Submit] and [No].
  9. Access Crystal Reports or other SQL Reporting Tool.
  10. Create a report using the 'SYSTEM.cw_vital_signs' SQL table.
  11. Validate rows are displayed for the vitals entered in the previous steps.
  12. Validate the 'ID' field contains a unique identifier.
  13. Validate the 'data_entry_date' field contains the date entered in the previous steps.
  14. Validate the 'data_entry_time' field contains the time entered in the previous steps.
  15. Validate the 'RV reading_value' field contains "No".
  16. Validate the 'BPS reading_value' field contains the value entered in the previous steps.
  17. Validate the 'BPD reading_value' field contains the value entered in the previous steps.
  18. Validate the 'BP vital sign' field contains "Blood Pressure (Label)".
  19. Close the report.
Scenario 5: Vitals Entry - validate vitals in the 'Recent Vitals' widget
Specific Setup:
  • The 'Recent Vitals' widget must be added to the HomeView of the logged in user.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select "Add" from the 'Add/Edit/Delete Vital Sign' field.
  3. Enter the desired date in the 'Date' field.
  4. Enter the desired time in the 'Time' field.
  5. Select "No" from the 'Refused Vitals' field.
  6. Populate all remaining vital sign fields.
  7. Click [Submit] and [No].
  8. Select "Client A" and navigate to the 'Recent Vitals' widget.
  9. Validate the vitals entered in the previous steps are displayed.
Scenario 6: Chart View - "Vitals Entry" form
Specific Setup:
  • The 'Vitals Entry' form must be added to the Chart View.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select "Add" in the 'Update Vital Sign' field.
  3. Enter the desired date in the 'Date' field.
  4. Enter the desired time in the 'Time' field.
  5. Select "No" in the 'Refused Vitals' field.
  6. Populate all remaining vital sign fields.
  7. Click [Submit] and [No].
  8. Double click on "Client A" in the 'My Clients' widget.
  9. Validate the 'Chart View' is displayed.
  10. Select "Vitals Entry" from the left-hand side.
  11. Validate the vitals entered in the previous steps are displayed.
  12. Close the chart.
Scenario 7: Vitals Entry - validate vitals in the 'Vital Signs' widget
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • The 'Vital Signs' widget is on the HomeView.
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select "Add" from the 'Add/Edit/Delete Vital Sign' field.
  3. Enter the desired date in the 'Date' field.
  4. Enter the desired time in the 'Time' field.
  5. Select "No" from the 'Refused Vitals' field.
  6. Populate all remaining vital sign fields.
  7. Click [Submit] and [No].
  8. Select "Client A" and navigate to the 'Vital Signs' widget.
  9. Validate the vitals entered in the previous steps are displayed.
Scenario 8: Validate the 'SYSTEM.cw_vital_signs' SQL table
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • User must have access to the 'SYSTEM.cw_vital_signs' SQL table in the 'User Definition' form.
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select "Add" in the 'Update Vital Sign' field.
  3. Enter the desired date in the 'Date' field.
  4. Enter the desired time in the 'Time' field.
  5. Select "No" in the 'Refused Vitals' field.
  6. Enter the desired value in the 'Systolic' and 'Diastolic' fields.
  7. Populate all remaining vital sign fields.
  8. Click [Submit] and [No].
  9. Access Crystal Reports or other SQL Reporting Tool.
  10. Create a report using the 'SYSTEM.cw_vital_signs' SQL table.
  11. Validate rows are displayed for the vitals entered in the previous steps.
  12. Validate the 'ID' field contains a unique identifier.
  13. Validate the 'data_entry_date' field contains the date entered in the previous steps.
  14. Validate the 'data_entry_time' field contains the time entered in the previous steps.
  15. Validate the 'RV reading_value' field contains "No".
  16. Validate the 'BPS reading_value' field contains the value entered in the previous steps.
  17. Validate the 'BPD reading_value' field contains the value entered in the previous steps.
  18. Validate the 'BP vital sign' field contains "Blood Pressure (Label)".
  19. Close the report.
Topics
• Vitals Entry • Chart View • NX
Update 32 Summary | Details
'All Documents' Widget - 'Allergies and Hypersensitivities'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Allergies and Hypersensitivities
Scenario 1: Validate Problem List records display in the All Documents Widget
Specific Setup:
  • This scenario is for Avatar NX systems only.
  • A client must be defined and have a problem filed in the 'Problem List' form (Client A).
Steps
  1. Select "Client A" and access the 'All Documents Widget'.
  2. Select the "All Forms" section.
  3. Select "Problem List" in the 'Form Description' field.
  4. Validate only 'Problem List' records are now displayed.
  5. Click on the existing 'Problem List' record for "Client A".
  6. Validate the problem displays in the 'Console Widget Viewer'.
Scenario 2: Allergies and Hypersensitivities - add/edit allergies
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • The user has the 'Allergies and Hypersensitivities' form available on 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 [Update].
  5. Validate the 'Allergies and Hypersensitivities' grid is displayed.
  6. Click [New Row].
  7. Select any value in the 'Allergen/Reactant' field.
  8. Enter the desired date in the 'Date Recognized' field.
  9. Select "Active" in the 'Status' field.
  10. Select any value in the 'Reaction Severity' field.
  11. Click [Save] and [Submit].
  12. Access the Chart View for "Client A".
  13. Select the 'Allergies and Hypersensitivities' form from the left-hand side.
  14. Validate the allergy added in the previous steps is displayed with a status of "Active".
  15. Close the chart.
  16. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  17. Click [Update].
  18. Select the allergy added in the previous steps and click [Delete Row].
  19. Validate a "Confirm" message is displayed stating: Are you sure you want to delete these rows?
  20. Click [Yes].
  21. Validate an "Error" message is displayed stating: Allergies that have been saved previously cannot be deleted. Please update the 'Status' as appropriate.
  22. Click [OK].
  23. Validate the 'Allergies and Hypersensitivities' grid still contains the allergy filed in the previous steps.
  24. Select "Inactive" in the 'Status' field.
  25. Click [Save] and [Submit].
  26. Access the Chart View for "Client A".
  27. Select the 'Allergies and Hypersensitivities' form from the left-hand side.
  28. Validate the allergy added in the previous steps is displayed with a status of "Inactive".
  29. Close the chart.
  30. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  31. Click [Update].
  32. Validate the 'Allergies and Hypersensitivities' grid is displayed.
  33. Click [New Row].
  34. Select any value in the 'Allergen/Reactant' field.
  35. Enter the desired date in the 'Date Recognized' field.
  36. Select "Active" in the 'Status' field.
  37. Select any value in the 'Reaction Severity' field.
  38. Select the new allergy record and click [Delete Row].
  39. Validate a "Confirm" message is displayed stating: Are you sure you want to delete these rows?
  40. Click [Yes].
  41. Validate the 'Allergies and Hypersensitivities' grid does not contain the second allergy record.
  42. Click [Close/Cancel] and close the form.
Scenario 3: Validating 'Allergies and Hypersensitivities' records in the 'All Documents' widget
Specific Setup:
  • This scenario is for Avatar NX systems only.
  • A client must be defined and have an active allergy filed in the 'Allergies and Hypersensitivities' form (Client A).
  • The 'All Documents' console widget and 'Console Widget Viewer' must be assigned to a view in the 'View Definition' form.
Steps
  1. Select "Client A" and access the 'All Documents Widget'.
  2. Select the "All Forms" section.
  3. Select "Allergies and Hypersensitivities" in the 'Form Description' field.
  4. Validate only 'Allergies and Hypersensitivities' records are now displayed.
  5. Click on the existing 'Allergies and Hypersensitivities' record for "Client A".
  6. Validate the allergy displays in the 'Console Widget Viewer'.
  7. Click [Open Record].
  8. Validate the 'Allergies and Hypersensitivities' form opens.
  9. Click [Update].
  10. Select "Inactive" in the 'Status' field.
  11. Click [Save].
  12. Select "No" in the 'Known Medication Allergies' field.
  13. Click [Submit].
  14. Refresh the 'All Documents Widget'.
  15. Select "Allergies and Hypersensitivities" in the 'Form Description' field.
  16. Click on the existing 'Allergies and Hypersensitivities' record for "Client A".
  17. Validate the updated allergy displays in the 'Console Widget Viewer'.
Topics
• Problem List • NX • Allergies and Hypersensitivities
Update 35 Summary | Details
Patient Health Profile - Problem Grid - Add To Problem popup
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • SoapUI-AddPHPData
  • Patient Health Profile
  • Diagnosis
Scenario 1: The Patient Health Profile web service has been added
Specific Setup:
  • Registry Settings: Avatar Web Services->Set System Defaults->->->->URL
  • Enter the URL where the web services reside.
  • The URL must be in the format http://[server]:[port number]/csp/[namespace]. The port number field is optional. By default, this web service is defined to use port 57773. If a web server is installed on the server, you only need to specify a port number if it is different from the port number the web is defined to use.
  • Dictionary Update:
  • Avatar CWS: File: CWS, Data Element: (2526) Problem Type: Add or note at least one value in the dictionary.
Steps
  1. Create a new project for the 'Patient Health Profile' web service.
  2. Populate the 'SystemCode', 'UserName', and 'Password' fields with the information used to log into Avatar.
  3. Within the 'PHPProblemDataObject':
  4. Input the 'Problem Type' dictionary code from Setup in the 'Type' field.
  5. Input any valid date into the 'ProblemDate' field.
  6. Input any text into the 'Status' field.
  7. Input any text into the 'Description' field.
  8. Within the 'PHPOpenCareGapsObject':
  9. Input any valid date into the 'EventDate' field.
  10. Input any text into the 'Measure' field.
  11. Input any text into the 'MeasureDescription' field.
  12. Within the 'PHPInpatientStaysObject':
  13. Input any text into the 'Type' field.
  14. Input any valid date into the 'DateOfStay' field.
  15. Input any text into the 'Facility' field.
  16. Input any text into the 'LengthOfStay' field.
  17. Input any text into the 'AdmitCOndition' field.
  18. Within the 'PHPPhysicianConsultObject':
  19. Input any valid date into the 'ConsultDate' field.
  20. Input any text into the 'Location' field.
  21. Input any text into the 'ProviderName' field.
  22. Within the 'PHPMedicationsObject'.
  23. Input any valid date into the 'EntryDate' field.
  24. Input any text into the 'Provider' field.
  25. Input any valid NDC number into the 'NDC' field (This value can come from the 'Order Code Setup' form).
  26. Within the 'PHPLabDataObject':
  27. Input any valid date into the 'LabDate' field.
  28. Input any text into the 'LabDescription' field.
  29. Input any text into the ':LabResults' field.
  30. Input any client into the 'ClientID' field.
  31. Click [Send].
  32. Verify the 'Message' field displays "PHPData web service has been filed successfully".
  33. Log into Avatar.
  34. Open the 'Patient Health Profile' form with the client for which the web service was filed.
  35. Select any value in the 'Medications - Verification' cell.
  36. Select any value in the 'Problems - Verification' cell.
  37. Click [Submit].
  38. Verify the form files without errors.
  39. Open 'Crystal Reports' or another SQL reporting tool.
  40. Create queries for SYSTEM.php_data, SYSTEM.php_problems, SYSTEM.php_open_care_gaps, SYSTEM.php_inpatient_stays, SYSTEM.php_physician_consults, and SYSTEM.php_lab_data.
  41. Verify all information displays correctly.
Scenario 2: Submitting the 'Patient Health Profile' (PHP) form
Specific Setup:
  • A 'PHP' web service must be filed successfully for a selected client.
Steps
  1. Access the 'User Definition' form.
  2. Set the 'Select User' field to the logged in user.
  3. Select "Forms and Tables" from the 'Sections' menu.
  4. Click [Select Tables for Product SQL Access].
  5. Verify that the 'php_data_submitted', 'php_data_submitted_audit', 'php_inpatient_stays', 'php_lab_data', 'php_medications', 'php_meds_submitted', 'php_meds_submitted_audit', 'php_open_care_gaps', php_physician_consult', 'php_problem_data', 'php_probs_submitted', and 'php_probs_submitted_audit' tables are selected under the 'CWSSYSTEM' schema.
  6. Click [OK].
  7. Click [Submit].
  8. Open the 'Patient Health Profile' form for the client selected when filing the web service.
  9. Select "Verified" in the 'Verification' cell in the 'Problems' grid.
  10. Click [Add To Problem List].
  11. Select any problem in the 'Problem Search' cell.
  12. Select any active status in the 'Status' cell.
  13. Click [Save].
  14. Verify all other data displays correctly.
  15. Click [Submit].
  16. Verify the form files without errors.
  17. Open the 'Problem List' form for the same selected above.
  18. Click [View/Enter Problems].
  19. Verify the problem(s) verified in the 'Problems Grid' in the 'Patient Health Profile' form has been added to this client's 'Problem List' grid.
  20. Click [Submit].
  21. Verify the problem(s) verified in the 'Problems Grid' in the 'Patient Health Profile' form has been added to this client's 'Problem List' form data.
Topics
• Web Services
Update 37 Summary | Details
Allergies and Hypersensitivities form - Allergies/Hypersensitivities Reviewed
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Allergies and Hypersensitivities
Scenario 1: Allergies and Hypersensitivities - Client Header
Specific Setup:
  • The 'Set 'Allergies/Reactions Reviewed' Upon Updating Allergies' registry setting must be set to "N".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must be admitted into an active episode who does not have any information filed in the 'Allergies and Hypersensitivities' form. (Client A)
Steps
  1. Access the 'Allergies and Hypersensitivities' form for "Client A".
  2. Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field.
  3. Click [Update] and [New Row].
  4. Set the 'Allergen/Reactant' field to "shellfish" and press Tab.
  5. Validate the 'Allergen/Reactant' field is equal to "SHELLFISH (MDX-2891) (SNOMED=735029006) (MDX-2891)".
  6. Set the 'Date Recognized' field to the current date and press Tab.
  7. Set the 'Status' cell to "Confirmed".
  8. Validate the 'Date Recorded' cell contains the current date and click [Save].
  9. Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field.
  10. Select 'Yes' in the' Allergies/Hypersensitivities Reviewed' field.
  11. Validate the 'Known Food Allergies' field is set to "Yes".
  12. Select "No" in the 'Known Medication Allergies' field.
  13. Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field and click [Submit].
  14. Access the 'Allergies and Hypersensitivities' form for "Client A".
  15. Validate the 'Client Header' displays "Allergies (1) " with a red icon.
  16. Click [Update] and [New Row].
  17. Set the 2nd 'Allergen/Reactant' field to "amoxicillin" and press Tab.
  18. Select "AMOXICILLIN (MDX-376) (RxNorm=723)" and click [Select].
  19. Set the 2nd 'Date Recognized' field to the current date and press Tab.
  20. Set the 2nd 'Status' field to "Confirmed".
  21. Validate the 2nd 'Date Recorded' cell contains the current date and click [Save].
  22. Validate the 'Known Medication Allergies' field is set to "Yes".
  23. Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field.
  24. Select 'Yes' in the 'Allergies/Hypersensitivities Reviewed' field and click [Submit].
  25. Access the 'Allergies and Hypersensitivities' form for "Client A".
  26. Validate the 'Client Header' displays "Allergies (2)" with a red icon.
  27. Click [Update].
  28. Select both rows created and click [Delete Row].
  29. Validate a message displays stating "Are you sure you want to delete these rows?" and click [Yes] and [Save].
  30. Select "No" in the 'Known Medication Allergies' field.
  31. Select "No" in the 'Known Food Allergies' field.
  32. Select "Yes" in the 'Allergies/Hypersensitivities Reviewed' field and click [Submit].
  33. Access the 'Allergies and Hypersensitivities' form for "Client A".
  34. Validate the Client Header text contains "Allergies (0) Allergies Reviewed = Yes (current date) No Known Medication or Food Allergies ".
Scenario 2: Allergies and Hypersensitivities - 'Set 'Allergies/Reactions Reviewed' Upon Updating Allergies' set to "Y"
Specific Setup:

The 'Set 'Allergies/Reactions Reviewed' Upon Updating Allergies' registry setting must be set to "Y".

Please log out of the application and log back in after completing the above configuration.

Steps
  1. Access the 'Admission' form.
  2. Set the 'Last Name' field to "JOHNSON" and press Tab.
  3. Set the 'First Name' field to "OLIVIA" and press Tab.
  4. Select "Female" from the 'Sex' field.
  5. Click [Search] and [New Client].
  6. Validate a message is displayed stating "Auto Assign Next ID Number" and click "Yes".
  7. Fill out all required fields, ensuring to select an Inpatient program in the 'Program' field.
  8. Click the 'Demographics' section.
  9. Fill out all 'Address' fields.
  10. Click the 'Inpatient/Partial/Day Treatment' section.
  11. Fill out all required fields.
  12. Click [Submit].
  13. Access the 'Allergies and Hypersensitivities' form.
  14. Validate that no values are selected in the 'Allergies/Hypersensitivities Reviewed' field.
  15. Validate that no values are selected in the 'Known Medication Allergies' field is not selected.
  16. Validate that no values are selected in the 'Known Food Allergies' field is not selected.
  17. Select "No" in the 'Known Medication Allergies' field.
  18. Validate that "Yes" is selected in the 'Allergies/Hypersensitivities Reviewed' field.
  19. Select "No" in the 'Known Food Allergies' field.
  20. Validate that "Yes" is selected in the 'Allergies/Hypersensitivities Reviewed' field.
  21. Select "Yes" in the 'Known Food Allergies' field.
  22. Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field.
  23. Click [Submit].
  24. Validate a message is displayed stating "'Known Food Allergies' cannot be "Yes" when no food allergies exist." and click [OK].
  25. Click [Update].
  26. Validate 'Allergy/Reactant' grid is displayed.
  27. Click [New Row].
  28. Double click the 'Allergen/Reactant' cell.
  29. Search for and select "Shellfish" in the 'Allergen/Reactant' cell and press Tab.
  30. Double click the 'Date Recognized' cell.
  31. Set the 'Date Recognized' cell to "01/01/2020" and press Tab.
  32. Double click the 'Status' cell.
  33. Select "Confirmed" and click [Select].
  34. Double click the 'Reactions' cell.
  35. Select any values and click [OK].
  36. Double click the 'Reaction Severity' cell.
  37. Select any value and click [Select] and [Save].
  38. Validate that "Yes" is selected in the 'Allergies/Hypersensitivities Reviewed' field.
  39. Validate that "Yes" is selected in the 'Known Food Allergies' field and that the field is disabled.
  40. Click [Submit].
'AUDIT.results_header' table
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Results Entry
  • Void Results
Scenario 1: Create an order, enter a Result in Results Entry, Void Results with AUDIT.resultsheader validation
Specific Setup:
  • A client must have an active episode. (Client A)
  • A lab order code must exist that is associated with an 'eVendor', has a default 'Frequency Code' of "Daily", a default 'Specimen Type' of "Blood", and a 'Default Duration (Days)' of "48 Hours". (Complete Blood Count (CBC))
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Complete Blood Count (CBC) (DAILY)" in the 'New Order' field.
  3. Validate the 'Frequency' field contains "DAILY".
  4. Validate the 'External Lab Vendor Destination' field contains the 'eVendor' associated with the order code.
  5. Validate the 'Communication Method' field has the 'Electronic' checkbox checked.
  6. Validate the 'Specimen Type' field contains "Blood".
  7. Validate the 'Duration' field contains "48" and that [Hours] is selected.
  8. Set the 'Addl Instructions' field to any value.
  9. Click [Add to Scratchpad] and [Sign].
  10. Validate the 'Order grid' contains an order for "Complete Blood Count (Blood)DAILY, Lab Vendor Staff will Collect, eVendor name"
  11. Access the 'Results Entry' form for "Client A".
  12. Select "Add" in the 'Add/Edit/Delete Result' field.
  13. Click [Select Order] and select the order that was created above.
  14. Set the 'Filler Order #' field to "1234".
  15. Search for and select "Complete Blood Count (CBC) (DAILY)" in the 'Universal Service ID Code Lookup' field.
  16. Validate the 'Universal Service ID Code' field contains "CBC".
  17. Validate the 'Universal Service ID Value' field contains "Complete Blood Count".
  18. Search for and select "lab staff MA, MD (000007)" in the 'Ordering Practitioner' field.
  19. Search for and select "Final results; results stored and verified. Can only be changed with a corrected result. (F)" in the 'Result Status Code' field.
  20. Fill out any other required fields and click [File Header Info].
  21. Validate a message is displayed stating "Header information filed." and click [OK].
  22. Select the 'Result Details' section.
  23. Select "Add" in the 'Add/Edit/Delete Result Detail' field.
  24. Click [Select Header] and select the Header information filed above.
  25. Search for and select "Complete Blood Count (CBC) (DAILY)" in the 'Observation ID Code Lookup' field.
  26. Validate the 'Observation ID Code' field contains "CBC".
  27. Validate the 'Observation ID Value' field contains "Complete Blood Count".
  28. Search for and select "Abnormal (A)" in the 'Observation Abnormal Code' field.
  29. Search for and select "Final result - can only be changed with a corrected result (F)" in the 'Observation Result Status Code' field.
  30. Click [File Detail Info].
  31. Validate a message is displayed stating "Detail information filed." and click [OK] and [Exit Option].
  32. Access the 'Void Results' form.
  33. Validate that "Void" is selected in the 'Void/Undo Void' field.
  34. Click [Display Result List/Select Result to Void] and select the result created in the steps above.
  35. Set the 'Void Reason' field to any value and click [Submit].
  36. Create a report using the 'AUDIT.resultsheader' table.
  37. Filter the report by select "Client A's PATID" in the 'PATID' field.
  38. Validate that there is one row of data displayed.
  39. Validate the 'filler_order_number' field contains "1234", which was entered in the 'Result Entry' form.
  40. Validate the 'v_client_name' field contains "Client A's name" in the format of Last Name, First Name.
  41. Validate the 'voided_by' field contains the username of the user who is logged into the application and performed the void.
  42. Validate the 'voided_date' field contains the current date, which is the date the result was voided.
  43. Validate the 'voided_time' field contains the time that the result was voided in the format #####, which is julian format that is then converted for reports.
Topics
• Allergies and Hypersensitivities • NX • Void Results
Update 38 Summary | Details
Progress Notes (Group and Individual) - Scratch To Do
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Form Group
  • Group Registration
  • Dynamic Form - Client Alert
  • Dynamic Form - Group Progress Notes - Note Submitted
  • Clinical Document Viewer
  • Client Alert dialog
Scenario 1: Progress Note (Group and Individual) - Select Note To Edit omitted
Specific Setup:
  • Using "Site Specific Section Modeling" verify that the "Select Note To Edit" field is excluded on the "Progress Notes (Group and Individual) Individual".
  • Choose an already established group for the test or create a new group using "Group Registration". Assign 3 clients to the non family group.
Steps
  1. Open the "Progress Notes (Group and Individual)" form.
  2. Enter a new service group default note for the group chosen/created from pre-conditions.
  3. Click "Submit Note" to submit the group default note.
  4. Exit the program.
  5. Navigate to the "To Do Widget".
  6. Validate that a scratch to do was created for each of the group members.
  7. Click on the "Progress Notes (Group and Individual)" link in the "To Do Widget" for the first client listed in the group.
  8. This populated the form with the individual's copy of the group default note.
  9. Click "Final" in the "Draft/Final" field.
  10. Click "Submit".
  11. Click "Sign" or "Accept" on the "Confirm Document" pop up.
  12. Sign the form for an electronic signature.
  13. Validate the scratch To Do is removed from the "To Do Widget".
  14. Open the "Clinical Document Viewer" form.
  15. Retrieve the document that was just filed.
  16. Validate the document displays and prints.
  17. Click on the "Progress Notes (Group and Individual)" link in the "To Do Widget" for the next client listed in the group.
  18. This populated the form with the individual's copy of the group default note.
  19. Click "Final" in the "Draft/Final" field.
  20. Click "Submit".
  21. Click "Sign" or "Accept" on the "Confirm Document" pop up.
  22. Sign the form for an electronic signature.
  23. Validate the scratch To Do is removed from the "To Do Widget".
  24. Open the "Clinical Document Viewer" form.
  25. Retrieve the document that was just filed.
  26. Validate the document displays and prints.
  27. Click on the "Progress Notes (Group and Individual)" link in the "To Do Widget" for the next client listed in the group.
  28. This populated the form with the individual's copy of the group default note.
  29. Click "Final" in the "Draft/Final" field.
  30. Click "Submit".
  31. Click "Sign" or "Accept" on the "Confirm Document" pop up.
  32. Sign the form for an electronic signature.
  33. Validate the scratch To Do is removed from the "To Do Widget".
  34. Open the "Clinical Document Viewer" form.
  35. Retrieve the document that was just filed.
  36. Validate the document displays and prints.
Scenario 2: Progress Notes (Group and Individual - Select Note To Edit included
Specific Setup:
  • Using "Site Specific Section Modeling" verify the "Select Note To Edit" field is included on the "Progress Notes (Group and Individual) Individual".
  • Choose an already established group for the test or create a new group using "Group Registration". Assign 3 clients to the non family group.
Steps
  1. Open the "Progress Notes (Group and Individual)" form.
  2. Enter a new service group default note for the group chosen/created from pre-conditions.
  3. Click "Submit Note" to submit the group default note.
  4. Exit the program.
  5. Navigate to the "To Do Widget".
  6. Validate that a scratch to do was created for each of the group members.
  7. Click on the "Progress Notes (Group and Individual)" link in the "To Do Widget" for the first client listed in the group.
  8. This populated the form with the individual's copy of the group default note.
  9. Click "Final" in the "Draft/Final" field.
  10. Click "Submit".
  11. Click "Sign" or "Accept" on the "Confirm Document" pop up.
  12. Sign the form for an electronic signature.
  13. Validate the scratch To Do is removed from the "To Do Widget".
  14. Open the "Clinical Document Viewer" form.
  15. Retrieve the document that was just filed.
  16. Validate the document displays and prints.
  17. Click on the "Progress Notes (Group and Individual)" link in the "To Do Widget" for the next client listed in the group.
  18. This populated the form with the individual's copy of the group default note.
  19. Click "Final" in the "Draft/Final" field.
  20. Click "Submit".
  21. Click "Sign" or "Accept" on the "Confirm Document" pop up.
  22. Sign the form for an electronic signature.
  23. Validate the scratch To Do is removed from the "To Do Widget".
  24. Open the "Clinical Document Viewer" form.
  25. Retrieve the document that was just filed.
  26. Validate the document displays and prints.
  27. Click on the "Progress Notes (Group and Individual)" link in the "To Do Widget" for the next client listed in the group.
  28. This populated the form with the individual's copy of the group default note.
  29. Click "Final" in the "Draft/Final" field.
  30. Click "Submit".
  31. Click "Sign" or "Accept" on the "Confirm Document" pop up.
  32. Sign the form for an electronic signature.
  33. Validate the scratch To Do is removed from the "To Do Widget".
  34. Open the "Clinical Document Viewer" form.
  35. Retrieve the document that was just filed.
  36. Validate the document displays and prints.
Vitals Entry - Blood pressure required
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Vitals Entry
Scenario 1: "Vitals Entry" form - Additional blood pressure fields
Specific Setup:
  • Avatar CWS->CWS Utilities->Set System Defaults->Vitals Entry->->Enable Multiple Blood Pressure Entry = "Y". Note that this is a one time registry setting. Once enabled, this cannot be disabled.
Steps
  1. Open "Vitals Entry" form.
  2. Select "Add" in the "Add/Edit/Delete Vital Sign" field.
  3. Enter current date in the "Date" field.
  4. Enter current time in the "Time" field.
  5. Enter any value in the Blood Pressure: "Systolic" field.
  6. Validate the Blood Pressure: "Diastolic" field becomes required.
  7. Enter any value in the Blood Pressure: "Diastolic" field.
  8. Validate the Blood Pressure "Systolic" field becomes required.
  9. Select any value in the Blood Pressure: "Position" field.
  10. Enter any value in the Blood Pressure 2: "Systolic 2" field.
  11. Validate the "Blood Pressure 2: "Diastolic 2" field becomes required.
  12. Enter any value in the Blood Pressure 2: "Diastolic 2" field.
  13. Validate the "Blood Pressure 2: "Systolic 2" field becomes required.
  14. Select any value in the Blood Pressure 2: "Position 2" field.
  15. Enter any time in the Blood Pressure 2: "Time Taken" field
  16. Enter any value in the Blood Pressure 3: "Systolic 3" field.
  17. Validate the "Blood Pressure 3: "Diastolic 3" field becomes required.
  18. Enter any value in the Blood Pressure 3: "Diastolic 3" field.
  19. Validate the "Blood Pressure 3: "Systolic 2" field becomes required.
  20. Select any value in the Blood Pressure 3: "Position 3" field.
  21. Enter any time in the Blood Pressure 3: "Time Taken" field
  22. Click [Submit].
  23. Click [Yes] on the "Submitting has completed. Do you wish to return to form?" prompt.
  24. Validate the following fields are not required on re-display of the form:
  25. "Position 2"
  26. "Position 3"
  27. "Time 2"
  28. "Time 3"
  29. Select "Edit" in the "Add/Edit/Delete Vital Sign" field.
  30. Click [Select Vital Sign].
  31. Click on the previously entered row to highlight.
  32. Click [OK].
  33. Verify the previously entered data displays as entered in previous steps.
  34. Click [Submit].
  35. Click [No] on the "Submitting has completed. Do you wish to return to form?" prompt to return to the menu.
Scenario 2: Vitals Entry - Field Validations - Single Blood Pressure
Specific Setup:
  • Avatar CWS->CWS Utilities->Set System Defaults->Vitals Entry->->Enable Multiple Blood Pressure Entry = "N". Note that this is a one time registry setting. Once enabled, this cannot be disabled.
Steps
  1. Open "Vitals Entry" form.
  2. Select "Add" in the "Add/Edit/Delete Vital Sign" field.
  3. Enter current date in the "Date" field.
  4. Enter current time in the "Time" field.
  5. Enter any value in the Blood Pressure: "Systolic" field.
  6. Validate the Blood Pressure: "Diastolic" field becomes required.
  7. Enter any value in the Blood Pressure: "Diastolic" field.
  8. Validate the Blood Pressure "Systolic" field becomes required.
  9. Select any value in the Blood Pressure: "Position" field.
  10. Click [Submit].
  11. Click [Yes] on the "Submitting has completed. Do you wish to return to form?" prompt.
  12. Select "Edit" in the "Add/Edit/Delete Vital Sign" field.
  13. Click [Select Vital Sign].
  14. Click on the previously entered row to highlight.
  15. Click [OK].
  16. Verify the previously entered data displays as entered in previous steps.
  17. Click [Submit].
  18. Click [No] on the "Submitting has completed. Do you wish to return to form?" prompt to return to the menu.
Topics
• Progress Notes • Vitals Entry
Update 43 Summary | Details
POC Results Entry - specimen collection - User with no associated staff member.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • POC Results Entry
Scenario 1: POC Results Entry - Collecting Specimen for a lab order as an user with no association to a staff member.
Specific Setup:
  • Avatar CWS 2022 Update 8 and RADplus Client Update 3201-003 are required in order to utilize full functionality.
  • An 'Observation Definition' must exist where the following applies: 'Select Observation' = "Gas flow.O2 O2 delivery sys (8839-3)" - 'Observation ID Code' = "Aortic root Oxygen saturation (8839-3)" - 'Field Name' = "Gas flow.O2 O2 delivery sys" - 'Observation Value Unit' = "mg" - 'Observation Value Field Type' = "Integer" - 'Sex/Age Range' = "0+" with a Normal Reference Range of "95-100" - an abnormal Reference Range of "85-94" with an 'Abnormal Code' = "Below low normal (L)" - an abnormal Reference Range of "80-84" with an 'Abnormal Code' = "Below lower panic limits" - select any value in the 'Save as a Vital Sign' field. (Observation Definition A).
  • A 'Test Definition' must exist where the following applies: 'Test Name' = "Oxygen Saturation ages 0+" - 'LOINC Code' = "Aortic root Oxygen saturation (8839-3)" - 'Order Codes' = "Complete Blood Count" and "Red Blood Cell Count" - 'Observation' = "Gas flow. O2 O2 delivery sys (8893-3)" - 'Require Observation' = "Yes" - 'Require Specimen Type' = "No" - 'Default Specimen Type' = "Blood, Whole" - 'Require Specimen Site' = "No" - 'Default Specimen Site' = no value - 'Associated Form' = "non-episodic CWS user defined form". (Test Definition A)
  • Two users must exist in the application: one who is associated to a staff member (User A) and one who is not associated with any staff member (User B).
  • "User A" must be logged into the application.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Complete Blood Count (CBC)" in the 'New Order' field.
  3. Select "DAILY" in the 'Frequency' field.
  4. Set the 'Duration' field to "48" and click [Hours].
  5. Click the [Add to Scratchpad] and Click [Sign].
  6. Log out of the application and log back in as "User B.
  7. Access the 'eMAR' widget.
  8. Click the 'Lab Orders' tab.
  9. Validate an order for "Complete Blood Count (CBC) (DAILY)" is displayed with "Specimen Collect" and no hours of administration under the current date.
  10. Complete 'Order Acknowledgement' and 'Client Education' for the "CBC" order.
  11. Select the "Specimen Collect" cell under the current date for the "Complete Blood Count (CBC) (DAILY)" order and click [Administer]
  12. Validate the 'Specimen Collection' dialog is displayed.
  13. Check the 'Accept specimen collection entered' check box and click [OK].
  14. Validate the first cell under the current date for the "Complete Blood Count (CBC) (DAILY)" orders contains the specimen collection time.
  15. Log out of the application and log back in as "User A".
  16. Validate that "Client A" is selected and access the 'POC Results Entry' form.
  17. Validate that the 'Include Inactive Orders' is defaulted to "No".
  18. Select the "Complete Blood Count (CBC)" order in the 'Order' field.
  19. Validate the 'Collection' field contains the "Collection Date, Collection Time and the staff who collected the specimen along with the staff member's credentials".
  20. Validate the 'Order details' area is disabled and contains: 'Order #', 'Order Status', 'Order Type', 'Order Code', 'Frequency', 'Order Date', 'Start Date', 'Current Stop Date' and 'Discontinue Date' (if applicable).
  21. Validate the 'Collecting Staff' field contains the staff member associated to the user who is logged into the application and it is the staff member associated to the user who completed the specimen collection along with the staff member's credentials.
  22. Validate that the 'Add/Correct/Void' field is disabled, required and defaulted to "Add".
  23. Validate the 'Specimen Collection Date' field contains the collection date.
  24. Validate the 'Specimen Collection Time' field contains the collection time.
  25. Validate the 'Result Date' field contains the current date.
  26. Validate the 'Result Time' field contains the current time.
  27. Validate the 'Results' section is displayed.
  28. Set the 'Field Name' field to "117" and validate that "mg" is displayed next to it.
  29. Click [File].
  30. Create a report using the 'SYSTEM.cw_vital_signs' table and include the following fields: 'PATID', 'data_entry_date', 'data_entry_time', 'measured_unit', 'reading', 'reading_entry', 'reading_value', and 'vital_sign'.
  31. Filter the report by select "Client A's PATID" in the 'PATID' field
  32. Filter the report a second time by selecting the current date in the 'data_entry_date' field.
  33. Validate that the one row of data is displayed.
  34. Validate that the row contains "mg" in the 'measured_unit' field, "SSVSI6" in the 'reading' field, "117" in the 'reading_entry' field, "117 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field.
  35. Create a report using the 'SYSTEM.results_header' table including the following fields: 'PATID', 'data_entry_date', 'result_status_code', 'result_status_value', 'universal_svc_id_code_alt', 'universal_svc_id_val_alt', 'result_rpt_change_date', 'result_rpt_change_time', 'specimen_collection_date', 'collectors_comment' and 'specimen_collection_time'.
  36. Filter the report using the 'PATID' field and selecting "Client A's" PATID.
  37. Filter the report a second time by selecting the current date in the 'data_entry_date' field.
  38. Validate that one row of data exists for this client.
  39. Validate that the 'result_status_code' field for this row contains a "C".
  40. Validate that the 'result_status_value' field is populated with: Correction to results.
  41. Validate that the 'universal_svc_id_code_alt' field contains "CBC".
  42. Validate that the 'universal_svc_id_val_alt' field contains "Complete Blood Count".
  43. Validate that the 'result_rpt_change_date' field contains the value that was entered in the 'Result Date' field.
  44. Validate that the 'result_rpt_change_time' field contains the value that was entered in the 'Result Time' field.
  45. Validate the 'specimen_collection_date' field contains the 'Specimen Collection Date'.
  46. Validate that the 'collectors_comment' field contains the staff member associated to the user who completed the specimen collection along with the staff member's credentials.
  47. Validate the 'specimen_collection_time' field contains the 'Specimen Collection Time'.
  48. Select "Client A" and access the 'POC Results Entry' form.
  49. Validate that the 'Include Inactive Orders' is defaulted to "No".
  50. Select the "Complete Blood Count" order in the 'Order' field.
  51. Select "Yes" in the 'Include Resulted Collections' field.
  52. Validate the 'Collection' field contains the "Collection Date, Collection Time and the staff who collected the specimen along with the staff member's credentials".
  53. Validate that "Correct" is selected by default in the 'Add/Edit/Void' field.
  54. Validate the 'Collecting Staff' field contains the staff member associated to the user who is logged into the application and it is the staff member associated to the user who completed the specimen collection along with the staff member's credentials.
  55. Validate the 'Specimen Collection Time' field contains the collection time.
  56. Validate the 'Result Time' field contains the current time.
  57. Validate that the 'Field Name' field contains "117".
  58. Set the 'Field Name' field to "125" and click [File].
  59. Refresh the report created using the 'SYSTEM.cw_vital_signs' table.
  60. Validate that the one row of data is displayed.
  61. Validate that the row contains "mg" in the 'measured_unit' field, "SSVSI6" in the 'reading' field, "125" in the 'reading_entry' field, "125 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field.
  62. Refresh the report created using the 'SYSTEM.results_header' table.
  63. Validate that one row of data exists for this client.
  64. Validate that the 'result_status_code' field for this row contains a "C".
  65. Validate that the 'result_status_value' field is populated with: Correction to results.
  66. Validate that the 'universal_svc_id_code_alt' field contains "CBC".
  67. Validate that the 'universal_svc_id_val_alt' field contains "Complete Blood Count".
  68. Validate that the 'result_rpt_change_date' field contains the value that was entered in the 'Result Date' field.
  69. Validate that the 'result_rpt_change_time' field contains the value that was entered in the 'Result Time' field.
  70. Validate the 'specimen_collection_date' field contains the 'Specimen Collection Date.
  71. Validate that the 'collectors_comment' field contains the staff member associated to the user who completed the specimen collection along with the staff member's credentials.
  72. Validate the 'specimen_collection_time' field contains the 'Specimen Collection Time'.
  73. Select "Client A" and access the 'POC Results Entry' form.
  74. Validate that the 'Include Inactive Orders' field is defaulted to "No".
  75. Select the "Complete Blood Count" order in the 'Order' field.
  76. Select "Yes" in the 'Include Resulted Collections' field.
  77. Validate the 'Collection' field contains the "Collection Date Collection Time and the staff who collected the specimen along with the staff member's credentials".
  78. Validate that "Correct" is selected by default in the 'Add/Edit/Void' field.
  79. Validate the 'Collecting Staff' field contains the staff member associated to the user who is logged into the application and it is the staff member associated to the user who completed the specimen collection along with the staff member's credentials.
  80. Select "Void" in the 'Add/Correct/Void' field.
  81. Enter any value in the 'Void Comments' field.
  82. Click [File].
  83. Refresh the report created using the 'SYSTEM.cw_vital_signs' table.
  84. Validate that the row for this result has been removed.
  85. Create a report using the 'SYSTEM.results_header' table including the following fields: 'PATID', 'data_entry_date', 'result_status_code', 'result_status_value', 'universal_svc_id_code_alt', 'universal_svc_id_val_alt', 'result_rpt_change_date', 'result_rpt_change_time', specimen_collection_date, 'specimen_collection_time', 'voided_date', 'voided_by', 'voided_by_user_name', 'void_note', 'collectors_comment' and 'display_type_value'.
  86. Filter the report using the 'PATID' field and selecting "Client A's" PATID.
  87. Filter the report a second time by selecting the current date in the 'data_entry_date' field.
  88. Validate that one row of data exists for this client.
  89. Validate that the 'result_status_code' field for this row contains a "C".
  90. Validate that the 'result_status_value' field is populated with: Correction to results.
  91. Validate that the 'universal_svc_id_code_alt' field contains "CBC".
  92. Validate that the 'universal_svc_id_val_alt' field contains "Complete Blood Count".
  93. Validate that the 'voided_date' field contains the current date.
  94. Validate the 'voided_by' field contains the username associated with the staff member who voided the result.
  95. Validate that the 'voided_by_user_name' field contains the username associated with the staff member who voided the result.
  96. Validate that the 'void_note' field contains the value that was entered in the 'Void Comments' field.
  97. Validate that the 'result_rpt_change_date' field contains the value that was entered in the 'Result Date' field.
  98. Validate that the 'result_rpt_change_time' field contains the value that was entered in the 'Result Time' field.
  99. Validate the 'specimen_collection_date' field contains the 'Specimen Collection Date'.
  100. Validate the 'specimen_collection_time' field contains the 'Specimen Collection Time'.
  101. Validate that the 'collectors_comment' field contains the staff member associated to the user who completed the specimen collection along with the staff member's credentials.
  102. Validate that the 'display_type_value' field contains "Voided".
Scenario 2: POC Results Entry - Collecting Specimen for a lab order as a user with association to a staff member - Add a Result / Correct a Result / Void a Result
Specific Setup:
  • Avatar CWS 2022 Update 8 and RADplus Client Update 3201-003 are required in order to utilize full functionality.
  • An 'Observation Definition' must exist where the following applies: 'Select Observation' = "Gas flow.O2 O2 delivery sys (8839-3)" - 'Observation ID Code' = "Aortic root Oxygen saturation (8839-3)" - 'Field Name' = "Gas flow.O2 O2 delivery sys" - 'Observation Value Unit' = "mg" - 'Observation Value Field Type' = "Integer" - 'Sex/Age Range' = "0+" with a Normal Reference Range of "95-100" - an abnormal Reference Range of "85-94" with an 'Abnormal Code' = "Below low normal (L)" - an abnormal Reference Range of "80-84" with an 'Abnormal Code' = "Below lower panic limits" - select any value in the 'Save as a Vital Sign' field. (Observation Definition A).
  • A 'Test Definition' must exist where the following applies: 'Test Name' = "Oxygen Saturation ages 0+" - 'LOINC Code' = "Aortic root Oxygen saturation (8839-3)" - 'Order Codes' = "Complete Blood Count" and "Red Blood Cell Count" - 'Observation' = "Gas flow. O2 O2 delivery sys (8893-3)" - 'Require Observation' = "Yes" - 'Require Specimen Type' = "No" - 'Default Specimen Type' = "Blood, Whole" - 'Require Specimen Site' = "No" - 'Default Specimen Site' = no value - 'Associated Form' = "non-episodic CWS user defined form". (Test Definition A)
  • Two users must exist in the application: one who is associated to a staff member (User A) and one who is not associated with any staff member (User B).
  • "User A" must be logged into the application.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Complete Blood Count (CBC)" in the 'New Order' field.
  3. Select "DAILY" in the 'Frequency' field.
  4. Set the 'Duration' field to "48" and click [Hours].
  5. Click the [Add to Scratchpad] and Click [Sign].
  6. Access the 'eMAR' widget.
  7. Click the 'Lab Orders' tab.
  8. Validate an order for "Complete Blood Count (CBC) (DAILY)" is displayed with "Specimen Collect" and no hours of administration under the current date.
  9. Complete 'Order Acknowledgement' and 'Client Education' for the "CBC" order.
  10. Select the "Specimen Collect" cell under the current date for the "Complete Blood Count (CBC) (DAILY)" order and click [Administer]
  11. Validate the 'Specimen Collection' dialog is displayed.
  12. Check the 'Accept specimen collection entered' check box and click [OK].
  13. Validate the first cell under the current date for the "Complete Blood Count (CBC) (DAILY)" orders contains the specimen collection time.
  14. Validate that "Client A" is selected and access the 'POC Results Entry' form.
  15. Validate that the 'Include Inactive Orders' is defaulted to "No".
  16. Select the "Complete Blood Count (CBC)" order in the 'Order' field.
  17. Validate the 'Collection' field contains the "Collection Date, Collection Time and the staff who collected the specimen along with the staff member's credentials".
  18. Validate the 'Order details' area is disabled and contains: 'Order #', 'Order Status', 'Order Type', 'Order Code', 'Frequency', 'Order Date', 'Start Date', 'Current Stop Date' and 'Discontinue Date' (if applicable).
  19. Validate the 'Collecting Staff' field contains the staff member associated to the user who is logged into the application and it is the staff member associated to the user who completed the specimen collection along with the staff member's credentials.
  20. Validate that the 'Add/Correct/Void' field is disabled, required and defaulted to "Add".
  21. Validate the 'Specimen Collection Date' field contains the collection date.
  22. Validate the 'Specimen Collection Time' field contains the collection time.
  23. Validate the 'Result Date' field contains the current date.
  24. Validate the 'Result Time' field contains the current time.
  25. Validate the 'Results' section is displayed.
  26. Set the 'Field Name' field to "117" and validate that "mg" is displayed next to it.
  27. Click [File].
  28. Create a report using the 'SYSTEM.cw_vital_signs' table and include the following fields: 'PATID', 'data_entry_date', 'data_entry_time', 'measured_unit', 'reading', 'reading_entry', 'reading_value', and 'vital_sign'.
  29. Filter the report by select "Client A's PATID" in the 'PATID' field
  30. Filter the report a second time by selecting the current date in the 'data_entry_date' field.
  31. Validate that the one row of data is displayed.
  32. Validate that the row contains "mg" in the 'measured_unit' field, "SSVSI6" in the 'reading' field, "117" in the 'reading_entry' field, "117 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field.
  33. Create a report using the 'SYSTEM.results_header' table including the following fields: 'PATID', 'data_entry_date', 'result_status_code', 'result_status_value', 'universal_svc_id_code_alt', 'universal_svc_id_val_alt', 'result_rpt_change_date', 'result_rpt_change_time', 'specimen_collection_date', 'collectors_comment' and 'specimen_collection_time'.
  34. Filter the report using the 'PATID' field and selecting "Client A's" PATID.
  35. Filter the report a second time by selecting the current date in the 'data_entry_date' field.
  36. Validate that one row of data exists for this client.
  37. Validate that the 'result_status_code' field for this row contains a "C".
  38. Validate that the 'result_status_value' field is populated with: Correction to results.
  39. Validate that the 'universal_svc_id_code_alt' field contains "CBC".
  40. Validate that the 'universal_svc_id_val_alt' field contains "Complete Blood Count".
  41. Validate that the 'result_rpt_change_date' field contains the value that was entered in the 'Result Date' field.
  42. Validate that the 'result_rpt_change_time' field contains the value that was entered in the 'Result Time' field.
  43. Validate the 'specimen_collection_date' field contains the 'Specimen Collection Date'.
  44. Validate that the 'collectors_comment' field contains the staff member associated to the user who completed the specimen collection along with the staff member's credentials.
  45. Validate the 'specimen_collection_time' field contains the 'Specimen Collection Time'.
  46. Select "Client A" and access the 'POC Results Entry' form.
  47. Validate that the 'Include Inactive Orders' is defaulted to "No".
  48. Select the "Complete Blood Count" order in the 'Order' field.
  49. Select "Yes" in the 'Include Resulted Collections' field.
  50. Validate the 'Collection' field contains the "Collection Date, Collection Time and the staff who collected the specimen along with the staff member's credentials".
  51. Validate that "Correct" is selected by default in the 'Add/Edit/Void' field.
  52. Validate the 'Collecting Staff' field contains the staff member associated to the user who is logged into the application and it is the staff member associated to the user who completed the specimen collection along with the staff member's credentials.
  53. Validate the 'Specimen Collection Time' field contains the collection time.
  54. Validate the 'Result Time' field contains the current time.
  55. Validate that the 'Field Name' field contains "117".
  56. Set the 'Field Name' field to "125" and click [File].
  57. Refresh the report created using the 'SYSTEM.cw_vital_signs' table.
  58. Validate that the one row of data is displayed.
  59. Validate that the row contains "mg" in the 'measured_unit' field, "SSVSI6" in the 'reading' field, "125" in the 'reading_entry' field, "125 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field.
  60. Refresh the report created using the 'SYSTEM.results_header' table.
  61. Validate that one row of data exists for this client.
  62. Validate that the 'result_status_code' field for this row contains a "C".
  63. Validate that the 'result_status_value' field is populated with: Correction to results.
  64. Validate that the 'universal_svc_id_code_alt' field contains "CBC".
  65. Validate that the 'universal_svc_id_val_alt' field contains "Complete Blood Count".
  66. Validate that the 'result_rpt_change_date' field contains the value that was entered in the 'Result Date' field.
  67. Validate that the 'result_rpt_change_time' field contains the value that was entered in the 'Result Time' field.
  68. Validate the 'specimen_collection_date' field contains the 'Specimen Collection Date'.
  69. Validate that the 'collectors_comment' field contains the staff member associated to the user who completed the specimen collection along with the staff member's credentials.
  70. Validate the 'specimen_collection_time' field contains the 'Specimen Collection Time'.
  71. Select "Client A" and access the 'POC Results Entry' form.
  72. Validate that the 'Include Inactive Orders' field is defaulted to "No".
  73. Select the "Complete Blood Count" order in the 'Order' field.
  74. Select "Yes" in the 'Include Resulted Collections' field.
  75. Validate the 'Collection' field contains the "Collection Date Collection Time and the staff who collected the specimen along with the staff member's credentials".
  76. Validate that "Correct" is selected by default in the 'Add/Edit/Void' field.
  77. Validate the 'Collecting Staff' field contains the staff member associated to the user who is logged into the application and it is the staff member associated to the user who completed the specimen collection along with the staff member's credentials.
  78. Select "Void" in the 'Add/Correct/Void' field.
  79. Enter any value in the 'Void Comments' field.
  80. Click [File].
  81. Refresh the report created using the 'SYSTEM.cw_vital_signs' table.
  82. Validate that the row for this result has been removed.
  83. Create a report using the 'SYSTEM.results_header' table including the following fields: 'PATID', 'data_entry_date', 'result_status_code', 'result_status_value', 'universal_svc_id_code_alt', 'universal_svc_id_val_alt', 'result_rpt_change_date', 'voided_date', 'voided_by', 'voided_by_user_name', 'void_note', 'collectors_comment' and 'display_type_value'.
  84. Filter the report using the 'PATID' field and selecting "Client A's" PATID.
  85. Filter the report a second time by selecting the current date in the 'data_entry_date' field.
  86. Validate that one row of data exists for this client.
  87. Validate that the 'result_status_code' field for this row contains a "C".
  88. Validate that the 'result_status_value' field is populated with: Correction to results.
  89. Validate that the 'universal_svc_id_code_alt' field contains "CBC".
  90. Validate that the 'universal_svc_id_val_alt' field contains "Complete Blood Count".
  91. Validate that the 'voided_date' field contains the current date.
  92. Validate the 'voided_by' field contains the username associated with the staff member who voided the result.
  93. Validate that the 'voided_by_user_name' field contains the username associated with the staff member who voided the result.
  94. Validate that the 'void_note' field contains the value that was entered in the 'Void Comments' field.
  95. Validate that the 'collectors_comment' field contains the staff member associated to the user who completed the specimen collection along with the staff member's credentials.
  96. Validate that the 'display_type_value' field contains "Voided".
Topics
• POC Results Entry • POC Results Entry Configuration form
2021 Update 76 Summary | Details
Progress Notes Widget - Sort
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document Routing Setup (PM)
  • Dynamic Form - Document Routing Setup - Select Form
  • Ambulatory Progress Notes
  • HomeView.Progress Notes Widget
Scenario 1: Progress Notes Widget - Sort Order by Filing Time in descending order
Specific Setup:
  • Enable document routing for the progress note form to be used for testing by using the "Document Routing Setup" form.
  • Admit a test client or select an existing test client.
  • Add the "Progress Notes Widget" to the user's home view using "View Definition" form.
Steps
  1. Open the Progress Notes form selected for testing
  2. Generate a progress note for a new service, be sure not to populate the "Start Time" and "End Times".
  3. Set the "Note Field" text to "Note 1".
  4. Set the "Draft/Final" to "Draft".
  5. Submit the form.
  6. Open the Progress Notes form selected for testing
  7. Generate a progress note for a new service, be sure not to populate the "Start Time" and "End Times".
  8. Set the "Note Field" text to "Note 2".
  9. Set the "Draft/Final" to "Draft".
  10. Submit the form.
  11. Open the Progress Notes form selected for testing.
  12. Generate a progress note for a new service, be sure not to populate the "Start Time" and "End Time".
  13. Set the "Note Field" text to "Note 3".
  14. Set the "Date of Service" to the same date as "Note 2".
  15. Set the "Draft/Final" to "Draft".
  16. Submit the form.
  17. Open the Progress Notes form selected for testing.
  18. Edit the 3rd note entered.
  19. Navigate to the "Progress Notes Widget".
  20. Validate the progress notes entered for this test appear in the following sorted order: "Note 1", "Note 3", "Note 2".
  21. "Note 3" will appear prior to "Note 2" since it was filed more recently than "Note 2" and due to the absence of start/end times, the program uses the filing time of the note.
Scenario 2: Progress Notes Widget - Sort Order by Start Time/End Time
Specific Setup:
  • Enable document routing for the progress note form to be used for testing by using the "Document Routing Setup" form.
  • Admit a test client or select an existing test client.
  • Add the "Progress Notes Widget" to the user's home view using "View Definition" form.
Steps
  1. Open the Progress Notes form selected for testing
  2. Generate a progress note for a new service, be sure to populate the "Start Time" and "End Times".
  3. Set the "Note Field" text to "Note 1".
  4. Set the "Date of Service" to a specific date.
  5. Set the "Draft/Final" to "Draft".
  6. Submit the form.
  7. Open the Progress Notes form selected for testing
  8. Generate a progress note for a new service, be sure to populate the "Start Time" and "End Times" with a different time slot than "Note 1".
  9. Set the "Note Field" text to "Note 2".
  10. Set the "Date of Service" to a date that is prior to the date for "Note 1".
  11. Set the "Draft/Final" to "Draft".
  12. Submit the form.
  13. Open the Progress Notes form selected for testing.
  14. Generate a progress note for a new service, be sure populate the "Start Time" and "End Time" later than "Note 2".
  15. Set the "Note Field" text to "Note 3".
  16. Set the "Date of Service" to the same date as "Note 2".
  17. Set the "Draft/Final" to "Draft".
  18. Submit the form.
  19. Navigate to the "Progress Notes Widget".
  20. Validate the progress notes entered for this test appear in the following sorted order: "Note 1"," Note 3", "Note 2".
  21. "Note 3" will appear prior to "Note 2" since it's start/end time was more recent than "Note 2".
Topics
• Progress Notes • Widgets • NX
2021 Update 77 Summary | Details
Allergies and Hypersensitivities - NKDA
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Allergies and Hypersensitivities
Scenario 1: Allergies and Hypersensitivities - NKDA co existing with Food Allergies
Specific Setup:
  • Select an existing test client or admit a new client for this test.
Steps
  1. Open the "Allergies and Hypersensitivities" form.
  2. Select the test client.
  3. Client the "Update" button.
  4. Click "Add New Row".
  5. Add a row with the "Allergen" of "NKDA".
  6. Set the "Date Recognized" to current date.
  7. Set the "Status" to "Confirmed".
  8. Click "Add New Row".
  9. Add a row with a food allergy in the "Allergen" field such as "Shellfish".
  10. Click "Save".
  11. Validate the "Known Food Allergies" checkbox is checked.
  12. Click "Submit".
Scenario 2: Allergies and Hypersensitivities - NKDA co existing with Drug Allergies
Specific Setup:
  • Admit a new client or select an existing client for this test.
Steps
  1. Open the "Allergies and Hypersensitivities" form.
  2. Select the test client.
  3. Client the "Update" button.
  4. Click "Add New Row".
  5. Add a row with the "Allergen" of "NKDA".
  6. Set the "Date Recognized" to current date.
  7. Set the "Status" to "Confirmed".
  8. Click "Add New Row".
  9. Add a row with a drug "Allergen" such as "Codeine"
  10. Validate the error message "No Known Drug Allergies cannot be entered while a drug allergy is active" is displayed.
  11. Click "OK".
  12. Click "Close/Cancel".
  13. Close the form.
Topics
• Allergies and Hypersensitivities • NX
2021 Update 81 Summary | Details
'Assessing Date' - 'Nursing Assessment' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Vocational Assessment
  • Nursing Assessment
  • Psycho-Social Assessment of Children
Scenario 1: Vocational Assessment - Add/Edit Assessment
Specific Setup:
  • Client must be admitted to two active episodes (Client A).
Steps
  1. Select "Client A" and access the 'Vocational Assessment' form.
  2. Enter the current date in the 'Assessing Date' field.
  3. Enter the desired practitioner in the 'Assessing Clinician' field.
  4. Populate all required and desired fields.
  5. Click [Submit].
  6. Access Crystal Reports or other SQL Reporting Tool.
  7. Create a report using the 'SYSTEM.cw_vocational_assessment' SQL table.
  8. Validate a row is displayed for the assessment filed in the previous steps.
  9. Validate 'PATID' field contains the ID of "Client A".
  10. Validate the 'VOA_uniqueid' field contains a unique identifier.
  11. Validate the 'assessing_date' field contains today's date.
  12. Select "Client A" and access the 'Vocational Assessment' form.
  13. Select "Episode 1".
  14. Enter desired dates in the 'Additional Dates' field.
  15. Click [Submit].
  16. Access Crystal Reports or other SQL reporting Tool.
  17. Refresh the report using the 'SYSTEM.cw_vocational_assessment' SQL table.
  18. Validate the 'additonal_dates' field contains the dates entered in the previous steps.
  19. Select "Client A" and access the 'Vocational Assessment' form.
  20. Select "Episode 2".
  21. Validate a message is displayed stating: "Client has information from a previous episode, default?"
  22. Click [OK].
  23. Validate the 'Assessing Date' field is enabled.
  24. Enter yesterday's in the 'Assessing Date' field.
  25. Click [Submit].
  26. Access Crystal Reports or other SQL Reporting Tool.
  27. Refresh the report using the 'SYSTEM.cw_vocational_assessment' SQL table.
  28. Validate a second row is displayed and has a unique id.
  29. Validate the 'PATID' field contains the ID of "Client A".
  30. Validate the 'VOA_uniqueid' field contains a unique identifier.
  31. Validate the 'assessment_date' field contains yesterday's date.
  32. Close the report.
Scenario 2: Nursing Assessment - Add/Edit Assessment
Specific Setup:
  • Client must be admitted to two active episodes (Client A).
Steps
  1. Select "Client A" and access the 'Nursing Assessment' form.
  2. Select "Episode 1".
  3. Enter the current date in the 'Assessing Date' field.
  4. Click [Current Time].
  5. Enter the desired practitioner in the 'Assessing Clinician' field.
  6. Populate all required and desired fields.
  7. Click [Submit].
  8. Access Crystal Reports or other SQL Reporting Tool.
  9. Create a report using the 'SYSTEM.cw_physical_health_assessment' SQL table.
  10. Validate a row is displayed for the assessment filed in the previous steps.
  11. Validate the 'PATID' field contains the ID of "Client A".
  12. Validate the 'NSA_uniqueid' field contains a unique identifier.
  13. Validate the 'assessment_date' field contains today's date.
  14. Validate the 'assessment_time' field contains the current time.
  15. Select "Client A" and access the 'Nursing Assessment' form.
  16. Select "Episode 1".
  17. Click [Current Time].
  18. Click [Submit].
  19. Access Crystal Reports or other SQL Reporting Tool.
  20. Refresh the report using the 'SYSTEM.cw_physical_health_assessment' SQL table.
  21. Validate the 'assessment_time' field contains the current time.
  22. Select "Client A" and access the 'Nursing Assessment' form.
  23. Select "Episode 2".
  24. Validate a message is displayed stating: "Client has information from a previous episode, default?"
  25. Click [OK].
  26. Validate the 'Assessing Date' field is enabled.
  27. Enter yesterday's date in the 'Assessing Date' field.
  28. Click [Submit].
  29. Access Crystal Reports or other SQL Reporting Tool.
  30. Refresh the report using the 'SYSTEM.cw_physical_health_assessment' SQL table.
  31. Validate a second row is displayed and has a new unique id.
  32. Validate the 'PATID' field contains the ID of "Client A".
  33. Validate the 'NSA_uniqueid' field contains a unique identifier.
  34. Validate the 'assessment_date' field contains yesterday's date.
  35. Close the report.
Scenario 3: Psycho-Social Assessment of Children - Add/Edit Assessment
Specific Setup:
  • Client must be admitted to two active episodes (Client A).
Steps
  1. Select "Client A" and access the 'Psycho-Social Assessment of Children’ form.
  2. Select "Episode 1".
  3. Enter "Billy" in the 'Nickname' field.
  4. Populate all required and desired fields.
  5. Click [Submit].
  6. Access Crystal Reports or other SQL Reporting Tool.
  7. Create a report using the ‘SYSTEM.cw_psych_soc_assess_children’ SQL table.
  8. Validate a row is displayed for the assessment entered in the previous steps.
  9. Validate the ‘CPA_uniqueid’ field contains a unique identifier.
  10. Validate the ‘PATID’ field contains the ID for “Client A”.
  11. Validate the ‘nickname’ field contains "Billy".
  12. Select "Client A" and access the 'Psycho-Social Assessment of Children’ form.
  13. Select "Episode 1".
  14. Enter "Bill" in the 'Nickname' field.
  15. Click [Submit].
  16. Access Crystal Reports or other SQL Reporting Tool.
  17. Refresh the report using the 'SYSTEM.cw_psych_soc_assess_children' SQL table.
  18. Validate the 'Nickname' field contains "Bill".
  19. Validate the ‘CPA_uniqueid’ field contains a unique identifier.
  20. Validate the ‘PATID’ field contains the ID for “Client A”.
  21. Select "Client A" and access the ‘Psycho-Social Assessment of Children’ form.
  22. Select "Episode 2".
  23. Validate a message is displayed stating: "Client has information from a previous episode, default?"
  24. Click [OK].
  25. Enter "Gina and Tom" in the 'Biological Parents' field.
  26. Edit desired fields.
  27. Click [Submit].
  28. Access Crystal Reports or other SQL Reporting Tool.
  29. Refresh the report using the 'SYSTEM.cw_psych_soc_assess_children' SQL table.
  30. Validate a second row is displayed and has a new unique id.
  31. Validate the 'PATID' field contains the ID for "Client A".
  32. Validate the 'biological_parents' field contains "Gina and Tom".
  33. Close the report.
Topics
• Vocational Assessment • Nursing Assessment • Psycho-Social Assessment of Children
2021 Update 82 Summary | Details
Vital Signs -Web Services
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CWS Vital Signs
  • CWS Vital Signs Report
Scenario 1: Validate web service “ClientVitals” triggers “VitalSignSetCreated” SDK event if Avatar CareFabric module is installed.
Specific Setup:
  • Avatar CareFabric installed.
  • Access to SOAPUI or other web service tool.
Steps
  1. Using SOAPUI or other web service tool, consume ClientVitals WSDL: "C:\WebServicesProjects\WEBSVC-ClientVitals-soapui-project.xml"
  2. Enter the "SystemCode"
  3. Enter the "UserName"
  4. Enter the "Password"
  5. Enter the "clientID"
  6. Enter the "date"
  7. Enter the "time"
  8. Enter the 1st "readingCode", example: HtFtIn (obtain the codes by running the "GetVitalSignCodes" request)
  9. Enter the "readingValue", example: 6 2 to represent 6 feet 2 inches.
  10. Enter the 2nd "readingCode", example: WtLb (obtain the codes by running the "GetVitalSignCodes" request)
  11. Enter the 2nd "readingValue", example:140 to represent 140 lbs.
  12. Click [Play].
  13. Verify the message displays "ClientVitals web service has been filed successfully".

In myAvatar:

  1. Open "CWS Vital Signs" form.
  2. Select the client in the "Client Lookup" field. This must be the client whose vitals record was created in SOAPUI.
  3. Enter the date the vitals were entered in the "Start Date" field.
  4. Enter the time the vitals were entered in the "State Time" field.
  5. Enter the date the vitals were entered in the "End Date" field.
  6. Enter a time later than the time the vitals were entered in the "End Time" field.
  7. Select "All" in the "Vital Sign(s) for Report" field.
  8. Click "View Report".
  9. Verify the vital signs sent from SOAPUI are displayed and the BMI is calculated in the "BMI" column.
Topics
• Vital Signs • Web Services
2021 Update 84 Summary | Details
'Treatment Plan' forms - Assessment Mapping
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
  • Assessment Mapping
  • Treatment Plan Number 1
Scenario 1: Treatment Plan - add a problem, goal, objective, and intervention
Specific Setup:
  • The 'Avatar CWS->Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y".
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select “Client A” and access the ‘Treatment Plan’ form.
  2. Set the ‘Plan Date’ field to the current date.
  3. Set the ‘Plan Name’ to any value.
  4. Select any value in the ‘Plan Type’ field.
  5. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
  6. Click [Add New Problem].
  7. Set the ‘Problem Code’ field to any value.
  8. Select “Active” in the ‘Status (Problem List)’ field.
  9. Set the ‘Problem’ field to any value.
  10. Select any value in the ‘Status’ field.
  11. Click [Add New Goal].
  12. Set the ‘Goal’ field to any value.
  13. Select any value in the ‘Status’ field.
  14. Click [Add New Objective].
  15. Set the ‘Objective’ field to any value.
  16. Select any value in the ‘Status’ field.
  17. Click [Add New Intervention].
  18. Set the ‘Intervention’ field to any value.
  19. Select any value in the ‘Status’ field.
  20. Click [Back to Plan Page].
  21. Close the form.
  22. Select “Client A” and access the ‘Treatment Plan’ form.
  23. 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].
  24. Click [Launch Plan].
  25. Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added.
  26. Click [Exit to Home View].
Scenario 2: Treatment Plan - validate 'Assessment Mapping'
Specific Setup:
  • Must have a user defined assessment for testing with a 'Strengths' field (Assessment A).
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Access the 'Assessment Mapping' form.
  2. Select "Treatment Plan" in the 'Map Code for Use In' field.
  3. Select "Assessment A" in the 'Form to Map' field.
  4. Select "Strength" in the 'Map To' field.
  5. Select "Strengths" in the 'Assessment Field' field.
  6. Click [Save Mapping] and [OK].
  7. Close the form.
  8. Select "Client A" and access "Assessment A".
  9. Populate all required and desired fields.
  10. Enter "Test Strengths" in the 'Strengths' field.
  11. Click [Submit].
  12. Select "Client A" and access the 'Treatment Plan' form.
  13. Populate all required and desired fields.
  14. Validate the 'Strength' field contains "Test Strengths".
  15. Click [Submit].
  16. Select "Client A" and access "Assessment A".
  17. Click [Add] to add a new record.
  18. Populate all required and desired fields.
  19. Enter "New Test Strengths" in the 'Strengths' field.
  20. Click [Submit].
  21. Select "Client A" and access the 'Treatment Plan' form.
  22. Click [Add] to add a new record.
  23. Populate all required and desired fields.
  24. Validate the 'Strength' field contains "New Test Strengths".
  25. Click [Submit].
Results Entry - Edit Results
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Results Entry
Scenario 1: '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. Click [File Header Info].
  5. Validate a message is displayed stating: Header information filed.
  6. Click [OK].
  7. Select "Edit" in the 'Add/Edit/Delete Result' field.
  8. Click [Select Result].
  9. Select the result filed in the previous steps from the 'Select Result' dialog and click [OK].
  10. Validate all previously filed data is displayed.
  11. Update any desired fields.
  12. Click [File Header Info].
  13. Validate a message is displayed stating: Header information filed.
  14. Click [OK] and [Exit Option].
The 'InfoScrb.NonIscRx' SQL view
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Home Medications
Scenario 1: Validate the 'InfoScrb.NonIscRx' SQL view
Specific Setup:
  • The 'Default Client Reported' checkbox must be checked in the 'Order Entry User Definition' form for the logged in user.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Select the "Home Medications" section.
  3. Select "Advil Cold & Sinus" in the 'New Order' field.
  4. Enter "1" in the 'Dose' field.
  5. Select "Tablet" in the 'Dose Unit' field.
  6. Select "3 TIMES A DAY" in the 'Frequency' field.
  7. Validate the 'Directions' field contains "one (1) tablet three times a day".
  8. Click [Save].
  9. Access Crystal Reports or other SQL Reporting Tool.
  10. Create a report using the 'InfoScrb.NonIscRx' SQL view.
  11. Validate the 'PATID' field is displayed.
  12. Validate the 'PATID' field contains "Client A".
  13. Validate the 'drugname' field contains "Advil Cold & Sinus".
  14. Validate the 'sig' field contains "one (1) tablet three times a day".
  15. Validate the 'dose_qty' field contains "1".
  16. Validate the 'dose_units' field contains "Tablet".
  17. Validate the 'frequency' field contains "TID".
  18. Validate the 'frequency_value' field contains "Three Times a Day".
  19. Close the report.
'Treatment Plan' forms - intervention statuses
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
Scenario 1: Treatment Plan - add a problem, goal, objective, and intervention
Specific Setup:
  • The 'Avatar CWS->Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y".
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select “Client A” and access the ‘Treatment Plan’ form.
  2. Set the ‘Plan Date’ field to the current date.
  3. Set the ‘Plan Name’ to any value.
  4. Select any value in the ‘Plan Type’ field.
  5. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
  6. Click [Add New Problem].
  7. Set the ‘Problem Code’ field to any value.
  8. Select “Active” in the ‘Status (Problem List)’ field.
  9. Set the ‘Problem’ field to any value.
  10. Select any value in the ‘Status’ field.
  11. Click [Add New Goal].
  12. Set the ‘Goal’ field to any value.
  13. Select any value in the ‘Status’ field.
  14. Click [Add New Objective].
  15. Set the ‘Objective’ field to any value.
  16. Select any value in the ‘Status’ field.
  17. Click [Add New Intervention].
  18. Set the ‘Intervention’ field to any value.
  19. Select any value in the ‘Status’ field.
  20. Click [Back to Plan Page].
  21. Close the form.
  22. Select “Client A” and access the ‘Treatment Plan’ form.
  23. 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].
  24. Click [Launch Plan].
  25. Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added.
  26. Click [Exit to Home View].
Scenario 2: 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
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add] to add a new record.
  3. Populate all required and desired fields.
  4. Click [Launch Plan] and [Add New Problem].
  5. Select the desired problem in the 'Problem Code' field.
  6. Populate all required fields for the problem.
  7. Select "Active" in the 'Status' field.
  8. Click [Add New Goal].
  9. Enter the desired value in the 'Goal' field.
  10. Select "Active" in the 'Status' field.
  11. Click [Add New Objective].
  12. Enter the desired value in the 'Objective' field.
  13. Select "Active" in the 'Status' field.
  14. Click [Add New Intervention].
  15. Enter the desired value in the 'Intervention' field.
  16. Select "Active" in the 'Status' field.
  17. Click [Add New Intervention].
  18. Enter the desired value in the 'Intervention' field.
  19. Select "Active" in the 'Status' field.
  20. Click [Back to Plan Page].
  21. Validate the plan page is displayed.
  22. Click [Launch Plan].
  23. Select the problem and validate the 'Status' is "Active".
  24. Select the goal and validate the 'Status' is "Active".
  25. Select the objective and validate the 'Status' is "Active".
  26. Select the first intervention and validate the 'Status' is "Active".
  27. Select the second intervention and validate the 'Status' is "Active".
  28. Select the problem and select "Inactive" in the 'Status' field.
  29. Click [Back to Plan Page].
  30. Validate the plan page is displayed.
  31. Click [Launch Plan].
  32. Select the problem and validate the 'Status' is "Inactive".
  33. Select the goal and validate the 'Status' is "Inactive".
  34. Select the objective and validate the 'Status' is "Inactive".
  35. Select the first intervention and validate the 'Status' is "Inactive".
  36. Select the second intervention and validate the 'Status' is "Inactive".
  37. Select the first intervention and select "Active" in the 'Status' field.
  38. Select the second intervention and select "Active" in the 'Status' field.
  39. Click [Back to Plan Page].
  40. Validate the plan page is displayed.
  41. Click [Launch Plan].
  42. Select the problem and validate the 'Status' is "Inactive".
  43. Select the goal and validate the 'Status' is "Inactive".
  44. Select the objective and validate the 'Status' is "Inactive".
  45. Select the first intervention and validate the 'Status' is "Active".
  46. Select the second intervention and validate the 'Status' is "Active".
  47. Click [Back to Plan Page] and [Submit].
Topics
• Treatment Plan • NX • Results Entry • Query/Reporting • Registry Settings
2021 Update 86 Summary | Details
Review Results - Comments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Results Entry
  • Review Results
Scenario 1: Results Entry - Validate Comments in Review Results form
Steps
  1. Using the "Results Entry" form, add a File Header record for the result.
  2. Select the "Result Details" section.
  3. Add a results detail record.
  4. Close the form.
  5. Open the "Review Results" form.
  6. Retrieve the results data.
  7. Add a comment that is over 5000 characters in length.
  8. File the form.
  9. Retrieve the result again.
  10. Validate the entire 5000+ characters appear in the "Comments" field.
Scenario 2: Results Entry - Validate Comments in SYSTEM.reviewresults table
Steps
  1. Using the "Results Entry" form, add a File Header record for the result.
  2. Select the "Result Details" section.
  3. Add a results detail record.
  4. Close the form.
  5. Open the "Review Results" form.
  6. Retrieve the results data.
  7. Add a comment that is over 5000 characters in length.
  8. File the form.
  9. Retrieve the result again.
  10. Validate the entire 5000+ characters appear in the "Comments" field.
  11. If desired, review the results in the 'SYSTEM.reviewresults' table.
Topics
• NX • Results
2021 Update 91 Summary | Details
Vitals Entry - Height (cm) Calculation to Feet/Inches
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Vitals Entry
  • Dynamic form Confirm Delete
  • Chart Review
Scenario 1: Vitals Entry - Field Validations
Specific Setup:
  • Select an existing client or admit a new client for the test.
  • Set the Registry Setting "BMI Entry Configuration" to "D".
Steps
  1. Open the "Vitals Entry" form.
  2. Select the client identified as the test client.
  3. Set the "Height (cm)" field to "182.8".
  4. Validate the "Height (ft in)" field contains "6 0.0".
  5. Populate all the other fields on the form.
  6. Submit the form to file data.
  7. Remain in the form.
  8. Elect to "Edit" an existing vital sign record.
  9. Click "Select Vital Sign" button.
  10. Select a row to edit.
  11. Validate data displays as it was data entered.
  12. Remain in the form.
  13. Elect to "Delete" an existing vital sign record.
  14. Click "Select Vital Sign" button.
  15. Select a row to delete.
  16. Validate row is removed.
Scenario 2: Chart Review - Vitals Entry
Specific Setup:
  • Tester must add the "Vitals Entry" form to "Chart Review" form.
Steps
  1. Open the "Chart Review" form.
  2. Add vitals information by opening the "Vitals Entry" form on the chart and clicking "Add".
  3. Add a vitals record.
  4. Return to the chart.
  5. Edit the vitals information that was just entered by opening the "Vitals Entry" form and clicking "Edit".
  6. Remain in the "Vitals Entry" form and delete a vitals record.
  7. Click "Launch Growth Report".
  8. Validate that a growth report is generated and reflects the vitals data entered.
  9. Click "View Graph".
  10. Validate the graph represents data as entered.
  11. Click "View Report".
  12. Validate vitals data entered are represented in the report.
Topics
• Vitals Entry • NX • Chart View
2021 Update 101 Summary | Details
Assessment Mapping - Mapping to Problem List
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Assessment Mapping
  • Patient Health Questionnaire-9
  • Ok - Cancel Dialog
  • SOAPUI - Add PHQ9
Scenario 1: Assessment Mapping - Problem List - Updating Problem List
Specific Setup:
  • Admit a new client or select an existing client for this test.
  • Using the "Assessment Mapping" form, map the "Problem List" to the "Patient Health Questionnaire-9". Select one of the fields and map each of the "Assessment Response" values to an "Associated Code".
Steps
  1. Open the "Patient Health Questionnaire-9" form.
  2. Select a value in the field that was mapped in the setup.
  3. Fill out all required fields.
  4. Set "Assessment Status" to "Final".
  5. Click "Submit" button.
  6. Open the "Patient Health Questionnaire-9" form again.
  7. Select the row that was filed.
  8. Validate the correct data was filed.
  9. Open the "Problem List" form.
  10. Validate the problem mapped to the response entered is now in the Problem table.
  11. Open the "Patient Health Questionnaire-9" form.
  12. Select a different value in the field that was mapped in the setup.
  13. Fill out all required fields.
  14. Set "Assessment Status" to "Final".
  15. Click "Submit" button.
  16. Open the "Patient Health Questionnaire-9" form.
  17. Select the row that was filed.
  18. Validate the correct data was filed.
  19. Open the "Problem List" form.
  20. Validate the problem mapped to the response entered is now in the Problem table.
  21. File the PHQ9 web service, selecting a value for the Assessment Response fields and the problem code.
  22. Open the "Patient Health Questionnaire-9" form.
  23. Select the row that was filed.
  24. Validate the correct data was filed.
  25. Open the "Problem List" form.
  26. Validate the problem mapped to the response entered is now in the Problem table.
  27. File the PHQ9 web service, selecting a different value for the Assessment Response fields and the problem code.
  28. Open the "Patient Health Questionnaire-9" form.
  29. Select the row that was filed.
  30. Validate the correct data was filed.
  31. Open the "Problem List" form.
  32. Validate the problem mapped to the response entered is now in the Problem table.
  33. Re file the PHQ9 web service without changing any values on any of the fields.
  34. Open the "Problem List" form.
  35. Validate the problem mapped to the response entered is now in the Problem table.
Scenario 2: PHQ9 Web Service
Steps
  1. Using soapUI or some other method to file web services, file the WEBSVC.PHQ9.cls web service.
  2. Enter desired information for System Code, User Name, and Password.
  3. Add data for all required fields.
  4. Add data to any additional fields as desired.
  5. Send the Request.
  6. Validate the request files and a web service has been filed successfully message is received.
  7. Open the "Patient Health Questionnaire-9" form.
  8. Validate the data was filed correctly by the web service.
Topics
• Web Services • Problem List • NX • Patient Health Questionnaire - 9
2021 Update 108 Summary | Details
Progress Notes - Crystal Report Output
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Import Reports (CWS)
  • Document Routing Setup (PM)
  • Dynamic Form - Document Routing Setup - Select Form
  • Dynamic Form - Select A Form
  • Scheduling Calendar
  • Clinical Document Viewer
Scenario 1: Progress Notes (Group and Individual) - Existing Appointment - Crystal Report output
Specific Setup:
  • Using the "Import Reports" form, import a crystal report as a report for document routing.
  • Using "Document Routing Setup" form, set the progress note to use a crystal report template.
  • Select an existing client or admit a new client for the test.
  • Using the "Scheduling Calendar" form, create an appointment for the client.
Steps
  1. Open the Progress Notes form.
  2. Generate a progress note for the "Existing Appointment" and select the appointment.
  3. Change the initial "Service Start Time" and/or "Service End Time".
  4. Set the "Draft/Final" to "Final".
  5. Click the "File Note" button.
  6. Validate the information is correct on the document before approving it.
  7. Validate the changed service start and end times appear on the finalized document.
  8. Approve the document.
  9. Using the "Clinical Document Viewer" form, view the document to ensure it displays as it was created.
Scenario 2: Progress Notes (Group and Individual) - Existing Appointment - Product Form Output
Specific Setup:
  • Using "Document Routing Setup" form, set the progress note to use a crystal report template.
  • Select an existing client or admit a new client for the test.
  • Using the "Scheduling Calendar" form, create an appointment for the client.
Steps
  1. Open the Progress Notes form.
  2. Generate a progress note for the "Existing Appointment" and select the appointment.
  3. Set the "Draft/Final" to "Final".
  4. Click the "File Note" button.
  5. Validate the information is correct on the document before approving it.
  6. Approve the document.
  7. Using the "Clinical Document Viewer" form, view the document to ensure it displays as it was created.
Topics
• Progress Notes • NX
2021 Update 109 Summary | Details
Avatar CWS is enhanced to support measures reporting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Create and Export Clinical Information
  • CCD Scheduling Definition
  • System Task Scheduler
Scenario 1: Create and Export Clinical Information - create a CCD for "Client" and validate the 'SYSTEM.ccd_export_log' and 'SYSTEM.RADplus_event_log' SQL tables
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • User must have access to the 'SYSTEM.ccd_export_log' and 'SYSTEM.RADplus_event_log' SQL tables in the 'User Definition' form.
Steps
  1. Access the 'Create and Export Clinical Information' form.
  2. Select "Client" in the 'Client/Program' field.
  3. Select "Client A" in the 'Client' field.
  4. Select the desired episode in the 'Episode' field.
  5. Select the desired value in the 'Purpose' field.
  6. Select "Create New" in the 'Select Clinical Information To Export' field.
  7. Select "No" in the 'Encrypt Exported Information' field.
  8. Click [Submit].
  9. Validate a message is displayed stating: Create and Export Clinical Information has completed. Do you wish to return to form?
  10. Click [No].
  11. Access Crystal Reports or other SQL Reporting Tool.
  12. Create a report using the 'SYSTEM.ccd_export_log' SQL table.
  13. Validate there is a row for the CCD exported in the previous steps.
  14. Validate the 'export_type_code' field contains "CWSTABLE35000".
  15. Validate the 'export_type_value' field contains "Create and Export Clinical Information".
  16. Validate the 'export_date' field contains the current date.
  17. Validate the 'export_time' field contains the time the CCD was exported.
  18. Validate the 'client_count' field contains "1".
  19. Close the report.
  20. Create a report using the 'SYSTEM.RADplus_event_log' SQL table
  21. Validate there is a row for the CCD exported in the previous steps.
  22. Validate the 'entity_id' field contains the PATID for "Client A".
  23. Validate the 'EPISODE_NUMBER' field contains the episode selected in the previous steps.
  24. Validate the 'event_date' field contains the current date.
  25. Validate the 'event_time' field contains the time the CCD was exported.
  26. Validate the 'event_type' field contains "PHI Export".
  27. Validate the 'option_desc' field contains "Create and Export Clinical Information".
  28. Close the report.
Scenario 2: CCD Scheduling Definition - create a CCD for "Client" and validate the 'SYSTEM.ccd_export_log' and 'SYSTEM.RADplus_event_log' SQL tables
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • User must have access to the 'SYSTEM.ccd_export_log' and 'SYSTEM.RADplus_event_log' SQL tables in the 'User Definition' form.
Steps
  1. Access the 'CCD Scheduling Definition' form.
  2. Select "New Definition" in the 'Existing Task' field.
  3. Select "Client" in the 'Client/Program' field.
  4. Select "Client A" in the 'Client' field.
  5. Select "Referral Note" in the 'Purpose' field.
  6. Click [Submit].
  7. Validate a message is displayed stating: CCD Scheduling Definition has completed. Do you wish to return to form?
  8. Click [No].
  9. Access the 'System Task Scheduler' form.
  10. Validate the 'Schedule(s)' field contains an inactive task for the CCD scheduled in the previous steps and select it.
  11. Select "Daily" in the 'Recurrence Pattern' field.
  12. Enter "1" in the 'Recurrence Pattern' field.
  13. Enter the current date in the 'Start By' field.
  14. Enter the current time in the 'Start Time' field.
  15. Click [Schedule Task] and close the form.
  16. Access Crystal Reports or other SQL Reporting Tool.
  17. Create a report using the 'SYSTEM.ccd_export_log' SQL table.
  18. Validate there is a row for the CCD exported in the previous steps. Please note: this will only display once the scheduled task has been completed.
  19. Validate the 'export_type_code' field contains "CWSTABLE37000".
  20. Validate the 'export_type_value' field contains "CCD Scheduling Definition".
  21. Validate the 'export_date' field contains the current date.
  22. Validate the 'export_time' field contains the time the CCD was exported.
  23. Validate the 'client_count' field contains "1".
  24. Close the report.
  25. Create a report using the 'SYSTEM.RADplus_event_log' SQL table.
  26. Validate there is a row for the CCD exported in the previous steps. Please note: this will only display once the scheduled task has been completed.
  27. Validate the 'entity_id' field contains the PATID for "Client A".
  28. Validate the 'event_date' field contains the current date.
  29. Validate the 'event_time' field contains the time the CCD was exported.
  30. Validate the 'event_type' field contains "PHI Export".
  31. Validate the 'option_desc' field contains "CCD Scheduling Definition".
  32. Close the report.
Topics
• Query/Reporting • CCD's
2021 Update 110 Summary | Details
Export Health Information - Immunizations
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Health Maintenance
  • Export Health Information
  • Crystal Report Viewer
Scenario 1: Validation of Client Health Maintenance - Immunization Items Grid
Specific Setup:
  • Two clients are enrolled in an existing episode (Client A and Client B).
Steps
  1. Access the 'Client Health Maintenance' form.
  2. Select "Client A" in the 'Client ID' field.
  3. Click [Immunizations - Update].
  4. Click [New Row].
  5. Select any value in the 'Vaccine' field.
  6. Select any value in the 'Dose' field.
  7. Select any value in the 'Provided By' field.
  8. Enter the desired date in the 'Date' field.
  9. Enter "1" in the 'Amount' field.
  10. Validate the 'Error' dialog contains "Must be a number with decimal places".
  11. Click [OK].
  12. Enter ".50" in the 'Amount' field.
  13. Click [Save].
  14. Select "Client B" in the 'Client ID' field.
  15. Click [Immunization - Update].
  16. Validate the wellness item added for "Client A" is not displayed.
  17. Click [New Row].
  18. Select any value in the 'Vaccine' field.
  19. Select any value in the 'Dose' field.
  20. Select any value in the 'Provided By' field.
  21. Enter the desired date in the 'Date' field.
  22. Enter ".50" in the 'Amount' field.
  23. Click [Save] and [Submit].
  24. Access the 'Client Health Maintenance' form.
  25. Select "Client B" in the 'Client ID' field.
  26. Click [Immunizations - Update].
  27. Validate the 'Immunization' table contains the immunization filed in the previous steps.
  28. Close the form.
Scenario 2: Export Health Information - Immunizations
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • User has access to the 'SYSTEM.health_info_export_log' table in 'User Definition'.
  • The 'Output Path On Server For Electronic Files' field must be defined in the 'Facility Defaults' form.
  • The 'Provided By' data element is defined with "Facility" and "Other" dictionary values in the 'Dictionary Update (CWS)' form.
  • The 'Facility or External Provider' extended dictionary value must be set to "Facility" for the "Facility" dictionary value.
  • The 'Facility or External Provider' extended dictionary value must be set to any historical value for the "Other" dictionary value.
Steps
  1. Access the 'Client Health Maintenance' form.
  2. Select "Client A" in the 'Client ID' field.
  3. Click [Update].
  4. Select "Adenovirus Types 4 and 7 (143)" in the 'Vaccine' field.
  5. Select the desired value in the 'Dose' field.
  6. Select "Facility" in the 'Provided By' field.
  7. Enter the current date in the 'Date' field.
  8. Enter the current time in the 'Time' field.
  9. Enter the desired value in the 'Amount' field.
  10. Select the desired value in the 'Unit' field.
  11. Select the desired value in the 'Route' field.
  12. Enter the desired value in the 'NDC' field.
  13. Select the desired value in the 'Manufacturer' field.
  14. Enter the desired value in the 'Lot #' field.
  15. Enter the desired date in the 'Exp Date' field.
  16. Select the desired practitioner in the 'Ordered By' field.
  17. Select the desired practitioner in the 'Administered By' field.
  18. Select "New Immunization Record" in the 'Source Of Immunization' field.
  19. Click [New Row].
  20. Select "Anthrax (24)" in the 'Vaccine' field.
  21. Enter the desired value in the 'Dose' field.
  22. Select "Other" in the 'Provided By' field.
  23. Enter the current date in the 'Date' field.
  24. Enter the current time in the 'Time' field.
  25. Select "Historical Information - From Birth Certificate" in the 'Source of Immunization' field.
  26. Click [Save] and [Submit].
  27. Access the 'Export Health Information' form.
  28. Select "Compile" in the 'Action' field.
  29. Select "Public Health' in the 'Target Agency Type' field.
  30. Enter the current date in the 'From Date' and 'Through Date' field.s
  31. Select "Immunizations" in the 'Type of Information' field.
  32. Click [Process].
  33. Validate a message is displayed stating: Compile Complete.
  34. Click [OK].
  35. Validate a report is displayed with the immunization included in the compile.
  36. Validate the report contains only the immunization provided by "Facility".
  37. Close the report.
  38. Select "Post" in the 'Action' field.
  39. Select the file compiled in the previous steps.
  40. Select "Flat File" in the 'Transmit Via' field.
  41. Click [Process].
  42. Validate a message is displayed stating: File(s) created.
  43. Click [OK] and close the form.
  44. Access Crystal Reports or other SQL Reporting tool.
  45. Select the CWS namespace.
  46. Create a report using the 'SYSTEM.health_info_export_log' table.
  47. Validate there is a row displayed for the immunization provided by the "Facility" that was posted in the previous steps.
  48. Validate the 'PATID' field contains "Client A".
  49. Validate the 'batch_id' field contains a unique identifier (ex. 66158.00001).
  50. Validate the 'data_entry_by' field contains the user.
  51. Validate the 'export_date' field contains the export date.
  52. Validate the 'export_time' field contains the export time.
  53. Validate the 'export_type_code' field contains "FlatFile".
  54. Validate the 'export_type_value' field contains "Flat File".
  55. Validate the 'link_to_source_data' field contains a unique id (ex. HMI.00001).
  56. Validate the 'source_activity_date' field contains the date the immunization was filed.
  57. Access the 'Export Health Information' form.
  58. Select "Compile" in the 'Action' field. Please note: we will be re-compiling the same data compiled in the previous steps.
  59. Select "Public Health" in the 'Target Agency Type' field.
  60. Enter the current date in the 'From Date' and 'Through Date' fields.
  61. Select "Immunizations" in the 'Type of Information' field.
  62. Click [Process].
  63. Validate a message is displayed stating: Compile Complete.
  64. Click [OK].
  65. Validate a report is displayed with the immunization included in the compile.
  66. Validate the report contains only the immunization provided by "Facility".
  67. Close the report.
  68. Select "Post" in the 'Action' field.
  69. Select the file compiled in the previous steps.
  70. Select "CareConnect" in the 'Transmit Via' field.
  71. Click [Process].
  72. Validate a message is displayed stating: File(s) created.
  73. Click [OK] and close the form.
  74. Access Crystal Reports or other SQL Reporting Tool.
  75. Refresh the report using the 'SYSTEM.health_info_export_log' table.
  76. Validate a second row is displayed for the immunization that has now been posted twice.
  77. Validate the 'batch_id' field contains a unique identifier (ex. 66158.00002).
  78. Validate the 'export_type_code' field contains "CareConnect".
  79. Validate the 'export_type_value' field contains "CareConnect".
  80. Validate the 'link_to_source_data' field contains the same value as the first row since it is the same immunization and not a new one (ex. HMI.00001).
  81. Close the report.
Export Health Information - Surveillance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Health and Review of Systems
  • Export Health Information
  • Crystal Report Viewer
Scenario 1: Export Health Information - Surveillance
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • User has access to the 'SYSTEM.health_info_export_log' table in 'User Definition'.
  • The 'Output Path On Server For Electronic Files' field must be defined in the 'Facility Defaults' form.
Steps
  1. Select "Client A" and access the 'Health and Review of Systems' form.
  2. Enter the current date in the 'Assessment Date' field.
  3. Select "Established" in the 'Type Of Client' field.
  4. Populate all desired fields.
  5. Select "Yes" in the 'Include in 'Include In Syndromic Reporting' field.
  6. Select "Final" in the 'Draft/Final' field.
  7. Click [Submit] and [Yes].
  8. Click [Add] to add another assessment.
  9. Enter the current date in the 'Assessment Date' field.
  10. Select "Established" in the 'Type Of Client' field.
  11. Populate all desired fields.
  12. Select "No" in the 'Include in 'Include In Syndromic Reporting' field.
  13. Select "Final" in the 'Draft/Final' field.
  14. Click [Submit] and [No].
  15. Access the 'Export Health Information' form.
  16. Select "Compile" in the 'Action' field.
  17. Select "Public Health' in the 'Target Agency Type' field.
  18. Enter the current date in the 'From Date' and 'Through Date' field.s
  19. Select "Surveillance" in the 'Type of Information' field.
  20. Click [Process].
  21. Validate a message is displayed stating: Compile Complete.
  22. Click [OK].
  23. Validate a report is displayed with the assessment included in the compile.
  24. Validate the report contains only the assessment that had "Yes" selected in the 'Include In Syndromic Reporting' field.
  25. Close the report.
  26. Select "Post" in the 'Action' field.
  27. Select the file compiled in the previous steps.
  28. Select "Flat File" in the 'Transmit Via' field.
  29. Click [Process].
  30. Validate a message is displayed stating: File(s) created.
  31. Click [OK] and close the form.
  32. Access Crystal Reports or other SQL Reporting tool.
  33. Select the CWS namespace.
  34. Create a report using the 'SYSTEM.health_info_export_log' table.
  35. Validate there is a row displayed for only the assessment that had "Yes" selected in the 'Include In Syndromic Reporting' field that was posted in the previous steps.
  36. Validate the 'PATID' field contains "Client A".
  37. Validate the 'batch_id' field contains a unique identifier (ex. 66158.00001).
  38. Validate the 'data_entry_by' field contains the user.
  39. Validate the 'export_date' field contains the export date.
  40. Validate the 'export_time' field contains the export time.
  41. Validate the 'export_type_code' field contains "FlatFile".
  42. Validate the 'export_type_value' field contains "Flat File".
  43. Validate the 'link_to_source_data' field contains a unique id (ex. HRS66158.001).
  44. Validate the 'source_activity_date' field contains the date the assessment was filed.
  45. Access the 'Export Health Information' form.
  46. Select "Compile" in the 'Action' field. Please note: we will be re-compiling the same data compiled in the previous steps.
  47. Select "Public Health" in the 'Target Agency Type' field.
  48. Enter the current date in the 'From Date' and 'Through Date' fields.
  49. Select "Surveillance" in the 'Type of Information' field.
  50. Click [Process].
  51. Validate a message is displayed stating: Compile Complete.
  52. Click [OK].
  53. Validate a report is displayed with the assessment included in the compile.
  54. Validate the report contains only the assessment that had "Yes" selected in the 'Include In Syndromic Reporting' field.
  55. Close the report.
  56. Select "Post" in the 'Action' field.
  57. Select the file compiled in the previous steps.
  58. Select "CareConnect" in the 'Transmit Via' field.
  59. Click [Process].
  60. Validate a message is displayed stating: File(s) created.
  61. Click [OK] and close the form.
  62. Access Crystal Reports or other SQL Reporting tool.
  63. Refresh the report using the 'SYSTEM.health_info_export_log' table.
  64. Validate a second row is displayed for the same assessment.
  65. Validate the 'batch_id' field contains a unique identifier (ex. 66158.00002).
  66. Validate the 'export_type_code' field contains "CareConnect".
  67. Validate the 'export_type_value' field contains "CareConnect".
  68. Validate the 'link_to_source_data' field contains the same value as the first row since it is the same assessment, it contains the same link (ex. HRS66158.001).
  69. Close the report.
Export Health Information - Lab Results
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Results Entry
  • Results Entry - Results Details - Select Result dialog
  • Export Health Information
  • Crystal Report Viewer
Scenario 1: '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. Click [File Header Info].
  5. Validate a message is displayed stating: Header information filed.
  6. Click [OK].
  7. Select "Edit" in the 'Add/Edit/Delete Result' field.
  8. Click [Select Result].
  9. Select the result filed in the previous steps from the 'Select Result' dialog and click [OK].
  10. Validate all previously filed data is displayed.
  11. Update any desired fields.
  12. Click [File Header Info].
  13. Validate a message is displayed stating: Header information filed.
  14. Click [OK] and [Exit Option].
Scenario 2: Export Health Information - Lab Results
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • User has access to the 'SYSTEM.health_info_export_log' table in 'User Definition'.
  • The 'Output Path On Server For Electronic Files' field must be defined in the 'Facility Defaults' form.
  • Must have a LOINC defined that has "Yes" selected in the 'Reportable LOINC Code' field in the 'Logical Observation Identifiers (LOINC)' form.
  • Must have a LOINC defined that has "No" selected in the 'Reportable LOINC Code' field in the 'Logical Observation Identifiers (LOINC)' form.
Steps
  1. Select "Client A" and access the 'Results Entry' form.
  2. Select "Add" in the 'Add/Edit/Delete Result' field.
  3. Enter the desired value in the 'Filler Order #' field.
  4. Select the desired value in the 'Universal Service ID Code Lookup' field.
  5. Enter the current date in the 'Specimen Collected Date' field.
  6. Enter the current time in the 'Specimen Collected Time' field.
  7. Enter the current date in the 'Specimen Received Date' field.
  8. Enter the current time in the 'Specimen Received Time' field.
  9. Click [File Header Info].
  10. Validate a message is displayed stating: Header information filed.
  11. Click [OK].
  12. Select the "Result Details" section.
  13. Select "Add" in the 'Add/Edit/Delete Result Detail' field.
  14. Validate the 'Header' field contains the header filed in the previous steps.
  15. Enter the reportable LOINC Code in the 'Observation ID Code' field.
  16. Enter the current date in the 'Observation Date' field.
  17. Enter the current time in the 'Observation Time' field.
  18. Click [File Detail Info].
  19. Validate a message is displayed stating: Detail information filed.
  20. Click [OK] and close the form.
  21. Select "Client A" and access the 'Results Entry' form.
  22. Select "Add" in the 'Add/Edit/Delete Result' field.
  23. Enter the desired value in the 'Filler Order #' field.
  24. Select the desired value in the 'Universal Service ID Code Lookup' field.
  25. Enter the current date in the 'Specimen Collected Date' field.
  26. Enter the current time in the 'Specimen Collected Time' field.
  27. Enter the current date in the 'Specimen Received Date' field.
  28. Enter the current time in the 'Specimen Received Time' field.
  29. Click [File Header Info].
  30. Validate a message is displayed stating: Header information filed.
  31. Click [OK].
  32. Select the "Result Details" section.
  33. Select "Add" in the 'Add/Edit/Delete Result Detail' field.
  34. Validate the 'Header' field contains the header filed in the previous steps.
  35. Enter the non-reportable LOINC Code in the 'Observation ID Code' field.
  36. Enter the current date in the 'Observation Date' field.
  37. Enter the current time in the 'Observation Time' field.
  38. Click [File Detail Info].
  39. Validate a message is displayed stating: Detail information filed.
  40. Click [OK] and close the form.
  41. Access the 'Export Health Information' form.
  42. Select "Compile" in the 'Action' field.
  43. Select "Public Health" in the 'Target Agency Type' field.
  44. Enter the current date in the 'From Date' and 'Through Date' field.
  45. Select "Lab Results" in the 'Type of Information' field.
  46. Click [Process].
  47. Validate a message is displayed stating: Compile Complete.
  48. Click [OK].
  49. Validate a report is displayed with the lab result included in the compile.
  50. Validate the report contains only the lab result that had the reportable LOINC Code.
  51. Close the report.
  52. Select "Post" in the 'Action' field.
  53. Select the file compiled in the previous steps.
  54. Select "Flat File" in the 'Transmit Via' field.
  55. Click [Process].
  56. Validate a message is displayed stating: File(s) created.
  57. Click [OK] and close the form.
  58. Access Crystal Reports or other SQL Reporting tool.
  59. Select the CWS namespace.
  60. Create a report using the 'SYSTEM.health_info_export_log' table.
  61. Validate there is a row displayed for only the lab result that had the reportable LOINC Code that was posted in the previous steps.
  62. Validate the 'PATID' field contains "Client A".
  63. Validate the 'batch_id' field contains a unique identifier (ex. 66158.00001).
  64. Validate the 'data_entry_by' field contains the user.
  65. Validate the 'export_date' field contains the export date.
  66. Validate the 'export_time' field contains the export time.
  67. Validate the 'export_type_code' field contains "FlatFile".
  68. Validate the 'export_type_value' field contains "Flat File".
  69. Validate the 'link_to_source_data' field contains a unique id (ex. 600).
  70. Validate the 'source_activity_date' field contains the specimen collected date.
  71. Access the 'Export Health Information' form.
  72. Select "Compile" in the 'Action' field. Please note: we will be re-compiling the same data compiled in the previous steps.
  73. Select "Public Health" in the 'Target Agency Type' field.
  74. Enter the current date in the 'From Date' and 'Through Date' fields.
  75. Select "Lab Results" in the 'Type of Information' field.
  76. Click [Process].
  77. Validate a message is displayed stating: Compile Complete.
  78. Click [OK].
  79. Validate a report is displayed with the lab result included in the compile.
  80. Validate the report contains only the lab result that that had the reportable LOINC Code.
  81. Close the report.
  82. Select "Post" in the 'Action' field.
  83. Select the file compiled in the previous steps.
  84. Select "CareConnect" in the 'Transmit Via' field.
  85. Click [Process].
  86. Validate a message is displayed stating: File(s) created.
  87. Click [OK] and close the form.
  88. Access Crystal Reports or other SQL Reporting tool.
  89. Refresh the report using the 'SYSTEM.health_info_export_log' table.
  90. Validate a second row is displayed for the same lab result.
  91. Validate the 'batch_id' field contains a unique identifier (ex. 66158.00002).
  92. Validate the 'export_type_code' field contains "CareConnect".
  93. Validate the 'export_type_value' field contains "CareConnect".
  94. Validate the 'link_to_source_data' field contains the same value as the first row since it is the same lab result, it contains the same link (ex. 600).
  95. Close the report.
Topics
• Client Health Maintenance • Query/Reporting • Export Health Information • Health And Review Of Systems • NX • Results Entry
Update 13 Summary | Details
'Treatment Plan' form - Problems List
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
  • Site Specific Section Modeling (PM)
Scenario 1: Treatment Plan - Hidden Problems List
Specific Setup:
  • A client must have an active episode. (Client A)
  • The 'Enable Automatic Backup' registry setting must be set to "Y".
Steps
  1. Access the 'Site Specific Section Modeling' form.
  2. Select "(Treatment Plan) Treatment Plan" in the 'Site Specific Section' field.
  3. Select the 'Prompt Definition' section.
  4. Select "Problems" in the 'Prompt Definition' table.
  5. Click [Edit Selected Item].
  6. Validate the 'Exclude from Data Collection Instrument' field is enabled and can be edited.
  7. Validate the 'Exclude from Data Collection Instrument' field contains "No" as the default value.
  8. Select "Yes" in the 'Exclude from Data Collection Instrument' field.
  9. Click [Submit].
  10. Select “Client A” and access the ‘Treatment Plan’ form.
  11. Set the ‘Plan Date’ field to the current date.
  12. Set the ‘Plan Name’ to any value.
  13. Select any value in the ‘Plan Type’ field.
  14. Validate the 'Problems grid' is not displayed.
  15. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
  16. Click [Add New Problem].
  17. Set the ‘Problem Code’ field to any value.
  18. Select “Active” in the ‘Status (Problem List)’ field.
  19. Set the ‘Problem’ field to any value.
  20. Select any value in the ‘Status’ field.
  21. Click [Add New Goal].
  22. Set the ‘Goal’ field to any value.
  23. Select any value in the ‘Status’ field.
  24. Click [Add New Objective].
  25. Set the ‘Objective’ field to any value.
  26. Select any value in the ‘Status’ field.
  27. Click [Add New Intervention].
  28. Set the ‘Intervention’ field to any value.
  29. Select any value in the ‘Status’ field.
  30. Click [Back to Plan Page].
  31. Close the form.
  32. Select “Client A” and access the ‘Treatment Plan’ form.
  33. Validate the ‘Load From Backup’ dialog displays with a message stating: “You have an unsubmitted backup of a plan from [the current date] and [the current time]. Would you like to load it instead of creating a new one?" and click [Yes].
  34. Click [Launch Plan].
  35. Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added.
  36. Click [Exit to Home View].
Topics
• Treatment Plan
Update 13.1 Summary | Details
'Treatment Plan' form - 'Default From Previous Plan' registry setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
  • Treatment Plan Default Setup
Scenario 1: Treatment Plan - default from previous plan
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • Client A must have a Treatment Plan filed that has values entered in the 'Strengths', 'Weaknesses', and 'Discharge Planning' fields (Plan A).
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Verify the 'Do you want to default plan information form a previously entered plan?' dialog is displayed.
  4. Click [Yes].
  5. Select "Plan A" in the 'Default From Previous' field.
  6. Click [OK].
  7. Enter the desired date in the 'Please Enter Plan Date' field.
  8. Click [OK].
  9. Verify the 'Are you sure you want to default information from this plan?' dialog is displayed.
  10. Click [Yes].
  11. Enter the current date in the 'Plan Date' field.
  12. Select any value in the 'Plan Type' field.
  13. Select 'Draft' in the 'Treatment Plan Status' field.
  14. Validate the 'Strengths' field contains the information defaulted in from "Plan A".
  15. Validate the 'Weaknesses' field contains the information defaulted in from "Plan A".
  16. Validate the 'Discharge Planning' field contains the information defaulted in from "Plan A".
  17. Click [Launch Plan].
  18. Add a new problem, goal, objective and intervention.
  19. Click [Back to Plan Page].
  20. Validate the 'Strengths' field contains the information defaulted in from "Plan A".
  21. Validate the 'Weaknesses' field contains the information defaulted in from "Plan A".
  22. Validate the 'Discharge Planning' field contains the information defaulted in from "Plan A".
  23. Select "Final" in the 'Treatment Plan Status' field.
  24. Click [Submit].
Scenario 2: Treatment Plan - Default from previous plan- 'Treatment Plan Default Setup' form prompt set to 'No'.
Specific Setup:
  • The 'Default Problem Section', 'Default Goals Section', 'Default Objectives Section', and 'Default Interventions Section' field must be set to "No" in the 'Treatment Plan Default Setup' form.
  • A client must have a 'Treatment Plan' form filed. (Plan A)
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Verify the 'Do you want to default plan information from a previously entered plan?' dialog is displayed.
  4. Click [Yes].
  5. Select "Plan A" in the 'Default From Previous' field.
  6. Click [OK].
  7. Enter the desired date in the 'Please Enter Plan Date' field.
  8. Click [OK].
  9. Verify the 'Are you sure you want to default information from this plan?' dialog is displayed.
  10. Click [Yes].
  11. Enter the current date in the 'Plan Date' field.
  12. Select any value in the 'Plan Type' field.
  13. Select 'Draft' in the 'Treatment Plan Status' field.
  14. Validate the 'Strengths' field contains no values defaulted in from "Plan A".
  15. Validate the 'Weaknesses' field contains no values defaulted in from "Plan A".
  16. Validate the 'Discharge Planning' field contains no values defaulted in from "Plan A".
  17. Click [Launch Plan].
  18. Add a new problem, goal, objective, and intervention.
  19. Click [Back to Plan Page].
  20. Select "Final" in the 'Treatment Plan Status' field.
  21. Click [Submit].
'Treatment Plan' form - Scrolling Free Text fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
Scenario 1: Treatment Plan - add a problem, goal, objective, and intervention
Specific Setup:
  • The 'Avatar CWS->Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y".
  • A client must be enrolled in an existing episode (Client A).
  • Scrolling Free Text fields must be enabled via the 'Site Specific Section Modeling' form for a 'Treatment Plan' form. (Strengths, Weaknesses, Discharge Planning) (Treatment Plan)
Steps
  1. Select “Client A” and access the ‘Treatment Plan’ form.
  2. Set the ‘Plan Date’ field to the current date.
  3. Set the ‘Plan Name’ to any value.
  4. Select any value in the ‘Plan Type’ field.
  5. Set the 'Strengths' field to any value.
  6. Set the 'Weaknesses' field to any value.
  7. Set the 'Discharge Planning' field to any value.
  8. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
  9. Click [Add New Problem].
  10. Set the ‘Problem Code’ field to any value.
  11. Select “Active” in the ‘Status (Problem List)’ field.
  12. Set the ‘Problem’ field to any value.
  13. Select any value in the ‘Status’ field.
  14. Click [Add New Goal].
  15. Set the ‘Goal’ field to any value.
  16. Select any value in the ‘Status’ field.
  17. Click [Add New Objective].
  18. Set the ‘Objective’ field to any value.
  19. Select any value in the ‘Status’ field.
  20. Click [Add New Intervention].
  21. Set the ‘Intervention’ field to any value.
  22. Select any value in the ‘Status’ field.
  23. Click [Back to Plan Page].
  24. Close the form.
  25. Select “Client A” and access the ‘Treatment Plan’ form.
  26. Validate the ‘Load From Backup’ dialog displays with a message stating: “You have an unsubmitted backup of a plan from [the current date] and [the current time]. Would you like to load it instead of creating a new one?" and click [Yes].
  27. Validate the 'Strengths' field contains the value previously filed.
  28. Validate the 'Weaknesses' field contains the value previously filed.
  29. Validate the 'Discharge Planning' field contains the value previously filed.
  30. Click [Launch Plan].
  31. Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added.
  32. Click [Exit to Home View].
Scenario 2: Treatment Plan - 'Enable Automatic Backup' registry setting set to "N"
Specific Setup:
  • The 'Avatar CWS-> Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "N".
  • A client must have an active episode. (Client A)
Steps
  1. Select “Client A” and access the ‘Treatment Plan’ form.
  2. Set the ‘Plan Date’ field to the current date.
  3. Set the ‘Plan Name’ field to any value.
  4. Select any value in the ‘Plan Type’ field.
  5. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
  6. Click [Add New Problem].
  7. Set the ‘Problem Code’ field to any value.
  8. Select “Active” in the ‘Status (Problem List)’ field.
  9. Set the ‘Problem’ field to any value
  10. Select any value in the ‘Status’ field and click [Add New Goal].
  11. Set the ‘Goal’ field to any value.
  12. Select any value in the ‘Status’ field and click [Add New Objective].
  13. Set the ‘Objective’ field to any value.
  14. Select any value in the ‘Status’ field and click [Add New Intervention].
  15. Set the ‘Intervention’ field to any value.
  16. Select any value in the ‘Status’ field and click [Back to Plan Page].
  17. Click [Submit].
  18. Select “Client A” and access the ‘Treatment Plan’ form.
  19. Select the treatment plan previously filed and click [Edit].
  20. Click [Launch Plan].
  21. Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps.
  22. Close the form.
Scenario 3: Treatment Plan - 'Enable Automatic Backup' registry setting - Multiple Active Plans
Specific Setup:
  • The 'Avatar CWS-> Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y".
  • A client must have an active episode. (Client A)
  • A Treatment Plan copy must exist (Treatment Plan Copy)
Steps
  1. Select “Client A” and access the ‘Treatment Plan’ form.
  2. Set the ‘Plan Date’ field to the current date.
  3. Set the ‘Plan Name’ field to any value.
  4. Select any value in the ‘Plan Type’ field.
  5. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
  6. Click [Add New Problem].
  7. Set the ‘Problem Code’ field to any value.
  8. Select “Active” in the ‘Status (Problem List)’ field.
  9. Set the ‘Problem’ field to any value.
  10. Select any value in the ‘Status’ field and click [Add New Goal].
  11. Set the ‘Goal’ field to any value.
  12. Select any value in the ‘Status’ field and click [Add New Objective].
  13. Set the ‘Objective’ field to any value.
  14. Select any value in the ‘Status’ field and click [Add New Intervention].
  15. Set the ‘Intervention’ field to any value.
  16. Select any value in the ‘Status’ field and click [Back to Plan Page].
  17. Close the form.
  18. Select “Client A” and access the ‘Treatment Plan Copy’ form.
  19. Set the ‘Plan Date’ field to the current date.
  20. Set the ‘Plan Name’ field to any value.
  21. Select any value in the ‘Plan Type’ field.
  22. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
  23. Click [Add New Problem].
  24. Set the ‘Problem Code’ field to any value.
  25. Select “Active” in the ‘Status (Problem List)’ field.
  26. Set the ‘Problem’ field to any value.
  27. Select any value in the ‘Status’ field and click [Add New Goal].
  28. Set the ‘Goal’ field to any value.
  29. Select any value in the ‘Status’ field and click [Add New Objective].
  30. Set the ‘Objective’ field to any value.
  31. Select any value in the ‘Status’ field and click [Add New Intervention].
  32. Set the ‘Intervention’ field to any value.
  33. Select any value in the ‘Status’ field and click [Back to Plan Page].
  34. Click [Submit].
  35. Select “Client A” and access the ‘Treatment Plan’ form.
  36. Click [Add].
  37. Validate the ‘Load From Backup’ dialog is displayed with a message stating: "You have an unsubmitted back of this plan from [the current date] at [the current time]. Would you like to load it?" and click [Yes].
  38. Validate the ‘Plan Date’ field contains the current date.
  39. Validate the ‘Plan Name’ field contains the plan name previously filed.
  40. Validate the ‘Plan Type’ contains the value previously filed.
  41. Validate “Draft” is selected in the ‘Treatment Plan Status’ field and click [Launch Plan].
  42. Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps.
  43. Click [Back to Plan Page] and [Submit].
  44. Select “Client A” and access the ‘Treatment Plan Copy’ form.
  45. Select the plan previously filed and click [Edit].
  46. Click [Launch Plan].
  47. Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps.
  48. Click [Back to Plan Page] and close the form.
  49. Select “Client A” and access the ‘Treatment Plan’ form.
  50. Select the plan previously filed and click [Edit].
  51. Click [Launch Plan].
  52. Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps.
  53. Close the form.
'Treatment Plan' form - Problems List
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
Scenario 1: Treatment Plan - Hidden Problems List
Specific Setup:
  • A client must have an active episode. (Client A)
  • The 'Enable Automatic Backup' registry setting must be set to "Y".
Steps
  1. Access the 'Site Specific Section Modeling' form.
  2. Select "(Treatment Plan) Treatment Plan" in the 'Site Specific Section' field.
  3. Select the 'Prompt Definition' section.
  4. Select "Problems" in the 'Prompt Definition' table.
  5. Click [Edit Selected Item].
  6. Validate the 'Exclude from Data Collection Instrument' field is enabled and can be edited.
  7. Validate the 'Exclude from Data Collection Instrument' field contains "No" as the default value.
  8. Select "Yes" in the 'Exclude from Data Collection Instrument' field.
  9. Click [Submit].
  10. Select “Client A” and access the ‘Treatment Plan’ form.
  11. Set the ‘Plan Date’ field to the current date.
  12. Set the ‘Plan Name’ to any value.
  13. Select any value in the ‘Plan Type’ field.
  14. Validate the 'Problems grid' is not displayed.
  15. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
  16. Click [Add New Problem].
  17. Set the ‘Problem Code’ field to any value.
  18. Select “Active” in the ‘Status (Problem List)’ field.
  19. Set the ‘Problem’ field to any value.
  20. Select any value in the ‘Status’ field.
  21. Click [Add New Goal].
  22. Set the ‘Goal’ field to any value.
  23. Select any value in the ‘Status’ field.
  24. Click [Add New Objective].
  25. Set the ‘Objective’ field to any value.
  26. Select any value in the ‘Status’ field.
  27. Click [Add New Intervention].
  28. Set the ‘Intervention’ field to any value.
  29. Select any value in the ‘Status’ field.
  30. Click [Back to Plan Page].
  31. Close the form.
  32. Select “Client A” and access the ‘Treatment Plan’ form.
  33. Validate the ‘Load From Backup’ dialog displays with a message stating: “You have an unsubmitted backup of a plan from [the current date] and [the current time]. Would you like to load it instead of creating a new one?" and click [Yes].
  34. Click [Launch Plan].
  35. Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added.
  36. Click [Exit to Home View].
Topics
• Treatment Plan