Avatar CWS 2022 Quarterly Release 2022.03 Acceptance Tests

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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 Open the "Product Updates" form. Select the appropriate [Namespace] from the Application dropdown list Click [Select Update/Customization Pack]. Browse to the location for the updates and select the Update 1. Click [OK] on the "File Upload Complete" window. Click [Review Update/Customization Pack Contents]. Verify Update 1 is included. Click [Install Update/Customization Pack]. Click [OK] when the install completes. 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 Access the 'Client Health Maintenance' form. Select "Client A" in the 'Client ID' field. Click [Wellness - Update]. Click [New Row]. Select any value in the 'Wellness Item' field. Select any value in the 'Provided By' field. Enter the desired date in the 'Date' field. Select any value in the 'Administered By' field. Click [Save]. Select "Client B" in the 'Client ID' field. Click [Wellness - Update]. Validate the wellness item added for "Client A" is not displayed. Click [New Row]. Select any value in the 'Wellness Item' field. Select any value in the 'Provided By' field. Enter the desired date in the 'Date' field. Select any value in the 'Administered By' field. Click [Save] and [Submit]. Access the 'Client Health Maintenance' form. Select "Client B" in the 'Client ID' field. Click [Wellness - Update]. Validate the 'Wellness' table contains the wellness item filed in the previous steps. 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 Access the 'Client Health Maintenance' form. Select "Client A" in the 'Client ID' field. Click [Immunizations - Update]. Click [New Row]. Select any value in the 'Vaccine' field. Select any value in the 'Dose' field. Select any value in the 'Provided By' field. Enter the desired date in the 'Date' field. Enter "1" in the 'Amount' field. Validate the 'Error' dialog contains "Must be a number with decimal places". Click [OK]. Enter ".50" in the 'Amount' field. Click [Save]. Select "Client B" in the 'Client ID' field. Click [Immunization - Update]. Validate the wellness item added for "Client A" is not displayed. Click [New Row]. Select any value in the 'Vaccine' field. Select any value in the 'Dose' field. Select any value in the 'Provided By' field. Enter the desired date in the 'Date' field. Enter ".50" in the 'Amount' field. Click [Save] and [Submit]. Access the 'Client Health Maintenance' form. Select "Client B" in the 'Client ID' field. Click [Immunizations - Update]. Validate the 'Immunization' table contains the immunization filed in the previous steps. 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 Access the 'Client Health Maintenance' form. Select "Client A" in the 'Client ID' field. Click [Immunizations - Update]. Click [New Row]. Select any value in the 'Vaccine' field. Select any value in the 'Dose' field. Select any value in the 'Provided By' field. Enter the desired date in the 'Date' field. Enter "1" in the 'Amount' field. Validate the 'Error' dialog contains "Must be a number with decimal places". Click [OK]. Enter ".50" in the 'Amount' field. Click [Save] and [Submit]. Access Crystal Reports or other SQL Reporting Tool. Create a report using the 'SYSTEM.cw_immunization_history' SQL table. Validate the 'PATID' field contains the ID of "Client A". Validate the 'dosage' field contains ".50". Access the 'Client Health Maintenance' form. Select "Client A" in the 'Client ID' field. Click [Immunizations - Update]. Validate the 'Immunizations' table contains the immunization filed in previous steps. Enter ".750" in the 'Amount' field. Click [Save] and [Submit]. Access Crystal Reports or other SQL Reporting Tool. Refresh the report using the 'SYSTEM.cw_immunization_history' SQL table. Validate the 'dosage' field contains ".750" Close the report.	Topics • Client Health Maintenance
Update 3 Summary \| Details Columbia Suicide Risk Assessment added to other forms Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Columbia Suicide Risk Assessment Product Final to Draft Override Dynamic Form Mental Status Assessment Move Selected Data (CWS) Scenario 1: Validate Product Final to Draft Override Steps Open a form such as the "Columbia Suicide Risk Assessment" form. Fill out all required fields and file the form in a "Final" "Status". Open the 'Product Final to Draft Override' form Set the 'Option' field to the desired form. Set the 'Entity Lookup' field to "Client A" Select any valid episode from the 'Episode Number' field Click [Select Row] Select any row Click [OK] Set the 'Override Reason' field to "Test" Click [Submit] Click [Yes] Verify the form files successfully. Open the assessment form opened previously in this scenario. Validate the assessment is back in a "Draft" status. Scenario 2: Move Selected Data [CWS] - Moving Data from one episode to another Steps Open a form such as the "Columbia Suicide Risk Assessment" form. Fill out all required fields and file the assessment either in a draft or finalized status. Open the "Move Selected Data" form. Move data from a client episode to another episode for the same client. Open the assessment form opened in step 1. Validate on the pre-display that the assessment was moved from one episode to another. Scenario 3: Move Selected Data [CWS] - Move Core Form from one entity to another Steps Open a form such as the "Columbia Suicide Risk Assessment" form. Fill out all required fields and file the assessment either in a draft or finalized status. Open the "Move Selected Data" form. Move data from a client to another. Open the assessment form opened in step 1. Validate on the pre-display that the assessment was moved from one client to another. Scenario 4: Columbia Suicide Risk Assessment - document routing Steps Open the "Document Routing Setup" form. Choose a form. Enable document routing for that form. Submit to file. Open the form that document routing is enabled for. Fill out all required fields and finalize the form. Sign the form. Open "Clinical Document Viewer". Locate the form that was finalized. Validate you can display and print the form. Columbia Suicide Risk Assessment Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Columbia Suicide Risk Assessment Scenario 1: Columbia Suicide Risk Assessment - Field Validations Specific Setup: A client must be admitted to an active episode (Client A). One or more clinical pathways defined in the 'Clinical Pathway Definition' form. Steps Access the 'Columbia Suicide Risk Assessment' form. Select "Client A" and the desired episode. Set 'Assessment Date' to the current date. Select "Yes" in the 'Wish to be Dead: In Your Lifetime (When You Felt Most Suicidal)' field. Verify the 'In the Past Month?' field is required and select any value. Verify the 'If Yes, Describe field' is required and enter any value. Select "No" in the 'Non-Specific Active Suicidal Thoughts: In Your Lifetime (When You Felt Most Suicidal)' field. Verify the 'In the Past Month?' field is disabled. Verify the 'If Yes, Describe' field is disabled. Select any value in the 'Active Suicidal Ideation with Any Methods (Not Plan) Without Intent to Act: In Your Lifetime (When You Felt Most Suicidal)' field and validate the event logic works as expected. Populate any required and desired fields and validate the event logic works as expected. Select "Final" in the 'Status' field. Click [OK] on the 'Once set to 'Final', the data cannot be edited in the future' prompt. Select "Yes" in the 'Enroll in Clinical Pathway' field. Select desired pathway from the 'Pathway Name' field. Click [Submit]. Scenario 2: SQL table SYSTEM.Columbia_Assessment Specific Setup: A client must have the 'Columbia Suicide Risk Assessment' assessment filed (Client A). Steps Access Crystal Reports or other SQL Reporting tool. Select the CWS namespace. Create a report using the 'SYSTEM.Columbia_Assessment' table. Validate a row is displayed for the assessment on file for "Client A". Validate all filed information is displayed. Close the report.	Topics • Product Final to Draft Override • NX • myAvatar/myAvatar NX • Mental Status Assessment • Clinical Pathway
Update 4 Summary \| Details Treatment Plan - Document Routing Scenario 1: 'Client Treatment Plan' - validate the SYSTEM.cw_tx_client_plan table when document routing is enabled Specific Setup: An application with the 'Client Treatment Plan' form is used. Note: If using the new 'Treatment Plan' form, disregard these steps. Document routing is enabled for the 'Client Treatment Plan' form. A client is enrolled in an existing episode (Client A). Steps Select "Client A" and access the 'Client Treatment Plan' form. Populate all required and desired fields. Select "Final" in the 'Treatment Plan Status' field. Validate a "Confirm Document" window is displayed. Click [Accept] to accept the document. Access Crystal Reports or other SQL Reporting tool. Select the CWS namespace. Create a report using the 'SYSTEM.cw_tx_client_plan' table. Validate a row is displayed for the treatment plan submitted in the previous steps. Validate the 'PATID' field contains the ID for "Client A". Validate the 'document_routing_status' field contains "Final". Close the report. Scenario 2: Treatment Plan - 'Pending Approval' workflow Specific Setup: A client must be enrolled in an existing episode (Client A). The Wiley Libraries must be installed. A staff member must be associated to the logged in user. (Staff Member A) "Staff Member A" must be set up in the 'Notification Users' form. 'Treatment Plan' and "Staff Member A" must be set up in 'Required User List Management' form. The 'My To Do's' widget must be set up on a user's view. Steps Select "Client A" and access the 'Treatment Plan' form. Select the desired episode if present. Enter the desired date in the 'Plan Date' field. Select the desired value for the 'Plan Type' field. Populate any required and desired fields. Select "Draft" in the 'Treatment Plan Status' field. Click [Launch Plan]. Select the desired problem and drag it into the Treatment Plan. Populate all desired fields. Select a desired goal and drag it into the Treatment Plan. Populate all desired fields. Select a desired objective and drag it into the Treatment Plan. Populate all desired fields. Click [Return to Plan]. Validate a 'Plan Save' dialog stating: "Plan saved successfully." Click [OK]. Select "Pending Approval" in the 'Treatment Plan Status' field. Select "Staff Member A" in the 'Team Member To Notify' field. Click [Submit]. Navigate to the 'My To Do's' widget. Click [Approve To Do Item] for "Client A". Select "Yes" in the 'Approve To Do Item' field. Enter the desired value in the 'Comments' field. Click [Submit]. Click [Review To Do Item] for "Client A". Select "Reviewed" in the 'Set To Do Item to Reviewed' field. Click [Submit]. Validate the item is no longer present for "Client A". Scenario 3: Treatment Plan Copy- 'Pending Approval' workflow Specific Setup: A client must be enrolled in an existing episode (Client A). The Wiley Libraries must be installed. A staff member must be associated to the logged in user. (Staff Member A) "Staff Member A" must be set up in the 'Notification Users' form. A copy must exist of the 'Treatment Plan' form (Treatment Plan Copy). 'Treatment Plan Copy' and "Staff Member A" must be set up in 'Required User List Management' form. The 'My To Do's' widget must be set up on a user's view. Steps Select "Client A" and access the 'Treatment Plan Copy' form. Select the desired episode if present. Enter the desired date in the 'Plan Date' field. Select the desired value for the 'Plan Type' field. Populate any required and desired fields. Select "Draft" in the 'Treatment Plan Status' field. Click [Launch Plan]. Select the desired problem and drag it into the Treatment Plan. Populate all desired fields. Select a desired goal and drag it into the Treatment Plan. Populate all desired fields. Select a desired objective and drag it into the Treatment Plan. Populate all desired fields. Click [Return to Plan]. Validate a 'Plan Save' dialog stating: "Plan saved successfully." Click [OK]. Select "Pending Approval" in the 'Treatment Plan Status' field. Select "Staff Member A" in the 'Team Member To Notify' field. Click [Submit]. Navigate to the 'My To Do's' widget. Click [Approve To Do Item] for "Client A". Select "Yes" in the 'Approve To Do Item' field. Enter the desired value in the 'Comments' field. Click [Submit]. Click [Review To Do Item] for "Client A". Select "Reviewed" in the 'Set To Do Item to Reviewed' field. Click [Submit]. Validate the item is no longer present for "Client A". Scenario 4: Treatment Plan - Document Routing - "Allow Transcriber" functionality Specific Setup: A user has an associated staff member and has "Yes" selected in the 'Transcriber' field in 'User Definition (User A). A user has an associated staff member and is not a transcriber in 'User Definition' (User B). "User A" and "User B" have the 'My To Do's' widget on their HomeView. Document routing is enabled for 'Treatment Plan' and 'Allow Transcriber' is set to "Yes". Must be logged in as "User A". Please note: This is for myAvatar systems only. Steps Access the 'Treatment Plan' form. Select "Client A" in the 'Select Client' field. Enter the desired date in the 'Plan Date' field. Select any value in the 'Plan Type' field. Select "Draft" in the 'Treatment Plan Status' field. Click [Launch Plan]. Click [Add New Problem]. Populate any required and desired fields. Click [Return to Plan] and [OK]. Select "Final" in the 'Treatment Plan Status' field. Click [Submit]. Validate a "Select Author" dialog is displayed. Select the staff member associated to "User B" in the 'Select Author' field. Click [Submit] and verify successful filing. Log out. Log in as "User B". Navigate to the 'My To Do's' widget. Validate there is a To Do for "Client A". Click [Approve Document]. Validate the document is displayed in the new TIFF format. Validate the treatment plan has electronic signatures for the Transcriber (User A) & Author (User B). Click [Respond]. Enter the desired value in the 'Response for Transcriber' field and click [OK]. Validate the To Do is no longer displayed. Log in as "User A". Navigate to the 'My To Do's' widget. Validate there is a To Do for "Client A". Click [Review To Do Item]. Validate the 'To Do Information' field contains the response from "User B". Select "Reviewed" in the 'Set To Do Item to Reviewed' field. Click [Submit]. Validate the To Do is no longer displayed. Scenario 5: Treatment Plan - Validate the 'Enable Automatic Backup' registry setting - accept Specific Setup: The 'Avatar CWS->Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y". Document routing must be enable for the 'Treatment Plan' form through 'Document Routing Setup'. A client must be enrolled in an existing episode (Client A). Steps Select “Client A” and access the ‘Treatment Plan’ form. Set the ‘Plan Date’ field to the current date. Set the ‘Plan Name’ to any value. Select any value in the ‘Plan Type’ field. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan]. Click [Add New Problem]. Set the ‘Problem Code’ field to any value. Select “Active” in the ‘Status (Problem List)’ field. Set the ‘Problem’ field to any value. Select any value in the ‘Status’ field. Click [Add New Goal]. Set the ‘Goal’ field to any value. Select any value in the ‘Status’ field. Click [Add New Objective]. Set the ‘Objective’ field to any value. Select any value in the ‘Status’ field. Click [Add New Intervention]. Set the ‘Intervention’ field to any value. Select any value in the ‘Status’ field. Click [Back to Plan Page]. Select "Final" in the 'Treatment Plan Status field and click [Submit]. Validate the treatment plan displays as expected. Click [Accept]. Enter the password associated with the logged in user and click [Verify]. Scenario 6: Treatment Plan Copy - Form Validations Specific Setup: Client must be enrolled in current episode (Client A). A copy of the Treatment Plan form exists (Treatment Plan Copy). "Treatment Plan Copy" must have document routing enabled. Steps Select "Client A" and access the 'Treatment Plan Copy' form. Select the desired value in the 'Plan Type' field. Select "Draft" in the 'Treatment Plan Status' field. Validate the 'Problems' label displays above the 'Problems' grid. Validate the 'Plan Participants' label displays above the 'Plan Participants' grid. Populate any desired fields. Click [Submit]. Select "Client A" and access the 'Treatment Plan Copy' form. Verify the plan filed in the previous steps. Click [Launch Plan] and [Add New Problem]. Populate required and desired fields. Click [Return to Plan] and [OK]. Click [Final - Treatment Plan Status] and [Submit]. Validate the 'Document Routing' screen is displayed and contains all populated treatment plan data in the new TIFF format. Click [Accept]. Enter the password associated with the logged in user. Click [Verify]. Scenario 7: Treatment Plan - File a Treatment Plan with Document Routing Specific Setup: Client must be admitted into an active episode with problems recorded in 'Problem List' form (Client A). The 'Treatment Plan' form must have document routing enabled. Must have the 'My To Do's' widget configured on a view. Steps Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Enter "T" in the 'Plan Date' field. Validate the current date is displayed in the 'Plan Date' field. Click [Plan Date T]. Validate the current date is displayed in the 'Plan Date' field. Select any value in the 'Plan Type' field. Select any value from 'Problem List'. Click [New Row]. Select any value from the 'Role' field in the 'Participation' section. Select 'Staff ID' and enter "Staff Member A". Validate that the selected staff member's name displays in the 'Participant Name' field. Select any value from the 'Plan Author' field. Select any value from the 'Notification' field, Add multiple staff members as needed. Enter any value in the 'Strengths' field. Enter any value in the 'Weakness' field. Enter any value in the 'Discharge Planning' field. Select "Draft" in the 'Draft/Final' field. Click [Launch Plan]. Select the problem from the 'Tree View'. Select any value from the Status field. Click [Add New Goal]. Enter any value in the 'Goal' field. Select any value from the Status field. Click [Add New Objective]. Enter any value in the 'Objective' field. Select any value from the Status field. Click [Add New Intervention]. Enter any value in the 'Intervention' field. Select any value in the 'Status' field. Click [Return to Plan]. Select "Final" in the 'Draft/Final' field. Click [Submit]. Validate the 'Document Routing' screen is displayed and contains all populated treatment plan data in the new TIFF format. Click [Sign and Route]. Enter the password and press the 'Enter' key. Select the staff member associated with the logged in user in the 'Route Document To' field and click [Add]. Click [Submit] Access the 'My To Do's' widget. Click [My To Do's]. Validate the record for "Client A" and click [Review]. Validate the 'Document Preview' contains the treatment plan data in the new TIFF format. Click [Accept] and [Sign]. Enter the password and click [Verify]. Validate the record is no longer present. Close the 'To Do's'.	Topics • Treatment Plan • Document Routing
Update 5 Summary \| Details Progress Notes - 'SYSTEM.cw_patient_notes' SQL table Scenario 1: Progress Notes - File a group service and validate the 'SYSTEM.cw_patient_notes' SQL table Specific Setup: Access to Crystal Reports or other SQL Reporting Tool. A practitioner is defined (Practitioner A). The 'Populate the 'date_of_group_service' with group service dates only' registry setting is set to "Y". A client enrolled in an existing episode (Client A). A client enrolled in an existing episode (Client B). (Group A) defined with two group members (Client A & Client B). Steps Access the 'Progress Notes (Group and Individual)' form. Select the "Group Default Notes" section. Enter the date of the note in the 'Date of Group' field. Select "Practitioner A" in the 'Practitioner' field. Select "New Service" in the 'Progress Note For' field. Select any value in the 'Note Type' field. Enter "Group A" in the 'Group Name or Number' field. Enter the desired value in the 'Note' field. Enter the desired group code in the 'Service Charge Code' field. Select any service program in the 'Service Program' field. File the note. Select the "Individual Progress Notes" section. Enter "Group A" in the 'Group Name or Number' field. Enter the note date in the 'Note Date' field. Select the note for "Client A" in the 'Select Note To Edit' field. Customize the progress note for "Client A". Select "Final" in the 'Draft/Final' field. File the note. Repeat steps 1n-1q for "Client B". Close the form. Access Crystal Reports or other SQL Reporting Tool. Create a report using the 'SYSTEM.cw_patient_notes' SQL table. Validate a row is displayed for the note for "Client A". Validate 'PATID' field contains PATID for "Client A". Validate the 'date_of_service' field contains the date of the service for "Client A". Validate the 'date_of_group_service' field contains the date of the service for "Client A". Validate the 'GroupID' field contains "Group A". Validate a row is displayed for the note for "Client B". Validate the 'PATID' field contains the PATID for "Client B". Validate the 'date_of_service' field contains the date of the service for "Client B". Validate the 'date_of_group_service' field contains the date of the service for "Client B". Validate the 'GroupID' field contains "Group A". Leave the report open. Access the 'Registry Settings' form. Search for and select the 'Populate the 'date_of_group_service' field with group service dates only' registry setting. Enter "N" in the 'Registry Setting Value' field. Click [Submit] and close the form. Repeat steps '1-3'. Scenario 2: Progress Notes - File an individual service and validate the 'SYSTEM.cw_patient_notes' SQL table Specific Setup: Access to Crystal Reports or other SQL Reporting Tool. A client is enrolled in an existing episode (Client A). The 'Populate the 'date_of_group_service' with group service dates only' registry setting is set to "Y". Steps Access the 'Progress Notes (Group and Individual)' form. Create a "New Service" note for "Client A". File the note. Access Crystal Reports or other SQL Reporting Tool. Create a report using the 'SYSTEM.cw_patient_notes' SQL table. Validate a row is displayed for the note for "Client A". Validate the 'date_of_service' field contains the date of the service for "Client A". Validate the 'date_of_group_service' field is blank for "Client A". Leave the report open. Access the 'Registry Settings' form. Search for and select the 'Populate the 'date_of_group_service' field with group service dates only' registry setting. Enter "N" in the 'Registry Setting Value' field. Click [Submit] and close the form. Repeat step #1. Access Crystal Reports or other SQL Reporting Tool. Refresh the report using the 'SYSTEM.cw_patient_notes' SQL table. Validate a row is displayed for the note for "Client A". Validate the 'date_of_service' field contains the date of the service for "Client A". Validate the 'date_of_group_service' field contains the date of service for "Client A". Close the report.	Topics • Registry Settings • Progress Notes
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 Access the 'Client Health Maintenance' form. Select "Client A" in the 'Client ID' field. Click [Immunizations - Update]. Click [New Row]. Select any value in the 'Vaccine' field. Select any value in the 'Dose' field. Select any value in the 'Provided By' field. Enter the desired date in the 'Date' field. Enter "1" in the 'Amount' field. Validate the 'Error' dialog contains "Must be a number with decimal places". Click [OK]. Enter ".50" in the 'Amount' field. Click [Save] and [Submit]. Access Crystal Reports or other SQL Reporting Tool. Create a report using the 'SYSTEM.cw_immunization_history' SQL table. Validate the 'PATID' field contains the ID of "Client A". Validate the 'dosage' field contains ".50". Access the 'Client Health Maintenance' form. Select "Client A" in the 'Client ID' field. Click [Immunizations - Update]. Validate the 'Immunizations' table contains the immunization filed in previous steps. Enter ".750" in the 'Amount' field. Click [Save] and [Submit]. Access Crystal Reports or other SQL Reporting Tool. Refresh the report using the 'SYSTEM.cw_immunization_history' SQL table. Validate the 'dosage' field contains ".750" 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 Access the 'Registry Settings' form. Enter "Require Number of Clients In Group" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. 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". Enter "Y" in the Registry Setting Value' field. Click [Submit] and close the form. Access the 'Progress Notes (Group and Individual)' form. Select "Client A" in the 'Select Client' field. Select the desired episode. Select "New Service" in the 'Progress Note For' field. Select the desired value in the 'Note Type' field. Enter the desired value in the 'Notes' field. Select the desired practitioner in the 'Practitioner' field. Enter the desired date in the 'Date of Service' field. Select any group service code in the 'Service Charge Code' field. Verify 'Number Of Clients In Group' field is required. Enter the desired value in the 'Number of Clients In Group' field. Click [File Note] and close the form. Select "Client A" and access the 'Progress Notes' widget. Validate the 'Progress Note' widget contains the progress note filed in the previous steps. Access the 'Registry Settings' form. Enter "Require Number of Clients In Group" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Enter "N" in the 'Registry Setting Value' field. Click [Submit] and close the form. Access the 'Progress Notes (Group and Individual)' form. Select "Client A" in the 'Select Client' field. Select the desired episode. Select "New Service" in the 'Progress Note For' field. Select the desired value in the 'Note Type' field. Enter the desired value in the 'Notes' field. Select the desired practitioner in the 'Practitioner' field. Enter the desired date in the 'Date of Service' field. Select any group service code in the 'Service Charge Code' field. Verify 'Number Of Clients In Group' field is not required. Click [File Note] and close the form. Select "Client A" and access the 'Progress Notes' widget. 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 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 Access the 'Order Code Setup' form. Select "Edit Existing Order Code' in the 'Add/Edit Order Code' field. Search for and select "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL" in the 'Existing Order Code' field. Select the following values in the 'Additional Data Elements to Include In Avatar eMAR (Administration)' field. Blood Glucose eMAR Results Entry value Weight Click [Submit] and close the form. Select "Client A" and access the Order Entry Console. Search for and select "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL" in the 'New Order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Tablet". Select "As Needed" from the 'Freq' field. Set the 'Duration' field to "1" and click [Days]. Validate the 'Days Supply' field contains "1". Validate the 'Dispense Qty' field contains "1". Select "Tablet" from the 'Dispense Qty Unit' field. Validate the 'Directions' field contains "Take one (1) tablet by mouth as needed". Click [Add to Scratchpad]. Search for and select "CEFTRIAXONE 1 GM/50 ML SOLUTION INTRAVENOUS" in the 'New Order' field. Set the 'Dose' field to "1". Select "Gram" in the 'Dose Unit' field. Select "AS NEEDED" from the 'Freq' field. Validate the 'Route' field contains "INTRAVENOUS". Select "IV Push" from the 'Admin Method' field. Set the 'Duration' field to "8" and click [Days]. Validate the 'Days Supply' field contains "8". Set the 'Dispense Qty' field to "8". Select "Gram" in the 'Dispense Qty Unit' field. Validate the 'Directions' field contains "Inject one (1) gram intravenously as needed". Click [Add to Scratchpad] and click [Final Review]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed. Select "None" in the 'Output' column for both orders and click [Sign] Validate the 'Order grid' contains the orders for "COUMADIN (WARFARIN SODIUM)" and "CEFTRIAXONE 1 GM/50 ML INTRAVENOUS SOLUTION". Access the 'eMAR' widget. Click the 'Click here to provide override reason' field. Validate the 'Wristband Scan Override' dialog exists. Select "Other Reason" from the 'Please provide a reason' field. Set the 'Other Reason' field to any value. Click [OK]. Validate an order for "CEFTRIAXONE 1 GM/5 ML INTRAVENOUS SOLUTION" is displayed with no hours of administration under the current date. Validate an order for "COUMADIN (WARFARIN SODIUM) 10 MG ORAL TABLET" is displayed with no hours of administration under the current date. Complete the 'Order Acknowledgement' and 'Client Education' for both orders. Select a cell under the current date for the "CEFTRIAXONE" order and for the "COUMADIN" order and click [Administer] Validate the 'Administration Event' dialog is displayed. Set the 'Med ID' field to the NDC for "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL". Select a successful administration event in the 'Administration Event' field. Click [Warning - View]. Override all warnings and click [OK] Click the 'Infusion Details' tab. Set the 'Med ID' field to the NDC for "CEFTRIAXONE 1 GM/5 ML INTRAVENOUS SOLUTION". Select a successful administration event in the 'Administration Event' field. Click [Warning - View]. Override all warnings and click [OK] Click the 'Additional Data (Administration)' tab. Set the 'Blood Glucose (mg/dL)' field to "120". Set the 'Weight (lbs/kgs)' field to "100" and select "lbs". Set the 'eMAR Results Entry' field to "75". Check the 'Accept administration information entered' check box and click [OK]. Validate the first cells under the current date for the "CEFTRIAXONE" and "COUMADIN" orders contain the amount administered and the time administered. Double click the administered cell under the current date for the "COUMADIN" order. Set the 'Result' field to "Test". Click the 'Additional Data (Results)' tab. Set the 'Blood Glucose (mg/dL)' field to "100". Set the 'Weight (lbs/kgs)' field to "99" and select "lbs". Set the 'eMAR Results Entry' field to "65". Check the 'Accept administration information entered' check box and click [OK]. 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'. Filter the report by selecting "Client A's PATID" in the 'PATID' field Filter the report a second time by selecting the current date in the 'data_entry_date' field. Validate that 8 rows of data are displayed. 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. 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. 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. 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. 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. 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. 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. 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. Validate "Client A" is selected and access the 'eMAR' widget. Right click the administered cell under the current date for the "COUMADIN" order and select "Edit Administration Event". Verify the 'Administration Event' dialog is displayed. Click the 'Additional Data (Administration)' tab. Validate the 'Blood Glucose (mg/dL)' field contains "120" and change the value to "125". Validate the 'Weight (lbs/kgs)' field contains "100" and change the value to "105". Validate that "lbs" is selected. Validate the 'eMAR Results Entry' field contains "75" and change the value to "80". Click the 'Additional Data (Results)' tab. Validate the 'Blood Glucose (mg/dL)' field contains "100" and change the value to "105". Validate the 'Weight (lbs/kgs)' field contains "99" and change the value to "125". Validate that "lbs" is selected. Validate the 'eMAR Results Entry' field contains "65" and change the value to "85". Check the 'Accept administration information entered' check box and click [OK]. Refresh the report created using the 'SYSTEM.cw_vital_signs' table. Validate that 8 rows of data are displayed. 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. 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. 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. 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. 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. 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. 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. 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. Validate that "Client A" is selected and access the 'eMAR' widget. Right click the administered cell under the current date for the "COUMADIN" order and select "Void Administration Event". Validate the 'Administration Event' dialog is displayed. Select "Void Administration Event and Results" and click [Submit Void]. Validate a message is displayed stating: "Are you sure you want to void this Event and Result?" and click [Yes]. Refresh the report created using the 'SYSTEM.cw_vital_signs' table. 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 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 Select "Client A" and access the Order Entry Console. Search for and select "Complete Blood Count (CBC)" in the 'New Order' field. Select "DAILY" in the 'Frequency' field. Set the 'Duration' field to "48" and click [Hours]. Click the [Add to Scratchpad] and Click [Sign]. Access the 'eMAR' widget. Click the 'Lab Orders' tab. Validate an order for "Complete Blood Count (CBC) (DAILY)" is displayed with "Specimen Collect" and no hours of administration under the current date. Complete 'Order Acknowledgement' and 'Client Education' for the "CBC" order. Select the "Specimen Collect" cell under the current date for the "Complete Blood Count (CBC) (DAILY)" order and click [Administer] Validate the 'Specimen Collection' dialog is displayed. Check the 'Accept specimen collection entered' check box and click [OK]. Validate the first cell under the current date for the "Complete Blood Count (CBC) (DAILY)" orders contains the specimen collection time. Validate that "Client A" is selected and access the 'POC Results Entry' form. Validate that the 'Include Inactive Orders' is defaulted to "No". Select the "Complete Blood Count (CBC)" order in the 'Order' field. 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). Validate that the 'Add/Correct/Void' field is disabled, required and defaulted to "Add". Validate the 'Specimen Collection Date' field contains the collection date. Validate the 'Specimen Collection Time' field contains the collection time. Validate the 'Result Date' field contains the current date. Validate the 'Result Time' field contains the current time. Validate that the 'cws user modeled form' section is displayed. Fill out the fields. Validate the 'Results' section is displayed. Set the 'Field Name' field to "117" and validate that "mg" is displayed next to it. Click [File]. 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'. Filter the report by select "Client A's PATID" in the 'PATID' field Filter the report a second time by selecting the current date in the 'data_entry_date' field. Validate that the one row of data is displayed. 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. Select "Client A" and access the 'POC Results Entry' form. Validate that the 'Include Inactive Orders' is defaulted to "No". Select the "Complete Blood Count" order in the 'Order' field. Select "Yes" in the 'Include Resulted Collections' field. Validate the 'Collection' field contains the "Collection Date Collection Time and the staff who collected the specimen". Validate that "Correct" is selected by default in the 'Add/Edit/Void' field. Validate that the 'Field Name' field contains "117". Set the 'Field Name' field to "125" and click [File]. Refresh the report created using the 'SYSTEM.cw_vital_signs' table. Validate that the one row of data is displayed. 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. Select "Client A" and access the 'POC Results Entry' form. Validate that the 'Include Inactive Orders' field is defaulted to "No". Select the "Complete Blood Count" order in the 'Order' field. Select "Yes" in the 'Include Resulted Collections' field. Validate the 'Collection' field contains the "Collection Date Collection Time and the staff who collected the specimen". Validate that "Correct" is selected by default in the 'Add/Edit/Void' field. Select "Void" in the 'Add/Correct/Void' field. Enter any value in the 'Void Comments' field. Click [File]. Refresh the report created using the 'SYSTEM.cw_vital_signs' table. Validate that the row for this result has been removed. 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'. Filter the report using the 'PATID' field and selecting "Client A's" PATID. Filter the report a second time by selecting the current date in the 'data_entry_date' field. Validate that one row of data exists for this client. Validate that the 'result_status_code' field for this row contains a "C". Validate that the 'result_status_value' field is populated with: Correction to results. Validate that the 'universal_svc_id_code_alt' field contains "CBC". Validate that the 'universal_svc_id_val_alt' field contains "Complete Blood Count". Validate that the 'voided_date' field contains the current date. Validate the 'voided_by' field contains the username associated with the staff member who voided the result. Validate that the 'voided_by_user_name' field contains the username associated with the staff member who voided the result. Validate that the 'void_note' field contains the value that was entered in the 'Void Comments' field. Validate that the 'result_rpt_change_date' field contains the value that was entered in the 'Result Date' field. Validate that the 'result_rpt_change_time' field contains the value that was entered in the 'Result Time' field. 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 Access the 'Order Code Setup' form. Select "Edit Existing Order Code' in the 'Add/Edit Order Code' field. Search for and select "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL" in the 'Existing Order Code' field. Select the following values in the 'Additional Data Elements to Include In Avatar eMAR (Administration)' field. Blood Glucose eMAR Results Entry value Weight Click [Submit] and close the form. Select "Client A" and access the Order Entry Console. Search for and select "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL" in the 'New Order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Tablet". Select "As Needed" from the 'Freq' field. Set the 'Duration' field to "1" and click [Days]. Validate the 'Days Supply' field contains "1". Validate the 'Dispense Qty' field contains "1". Select "Tablet" from the 'Dispense Qty Unit' field. Validate the 'Directions' field contains "Take one (1) tablet by mouth as needed". Click [Add to Scratchpad]. Search for and select "CEFTRIAXONE 1 GM/50 ML SOLUTION INTRAVENOUS" in the 'New Order' field. Set the 'Dose' field to "1". Select "Gram" in the 'Dose Unit' field. Select "AS NEEDED" from the 'Freq' field. Validate the 'Route' field contains "INTRAVENOUS". Select "IV Push" from the 'Admin Method' field. Set the 'Duration' field to "8" and click [Days]. Validate the 'Days Supply' field contains "8". Set the 'Dispense Qty' field to "8". Select "Gram" in the 'Dispense Qty Unit' field. Validate the 'Directions' field contains "Inject one (1) gram intravenously as needed". Click [Add to Scratchpad] and click [Final Review]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed. Select "None" in the 'Output' column for both orders and click [Sign] Validate the 'Order grid' contains the orders for "COUMADIN (WARFARIN SODIUM)" and "CEFTRIAXONE 1 GM/50 ML INTRAVENOUS SOLUTION". Access the 'eMAR' widget. Click the 'Click here to provide override reason' field. Validate the 'Wristband Scan Override' dialog exists. Select "Other Reason" from the 'Please provide a reason' field. Set the 'Other Reason' field to any value. Click [OK]. Validate an order for "CEFTRIAXONE 1 GM/5 ML INTRAVENOUS SOLUTION" is displayed with no hours of administration under the current date. Validate an order for "COUMADIN (WARFARIN SODIUM) 10 MG ORAL TABLET" is displayed with no hours of administration under the current date. Complete the 'Order Acknowledgement' and 'Client Education' for both orders. Select a cell under the current date for the "CEFTRIAXONE" order and for the "COUMADIN" order and click [Administer] Validate the 'Administration Event' dialog is displayed. Set the 'Med ID' field to the NDC for "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL". Select a successful administration event in the 'Administration Event' field. Click [Warning - View]. Override all warnings and click [OK] Click the 'Infusion Details' tab. Set the 'Med ID' field to the NDC for "CEFTRIAXONE 1 GM/5 ML INTRAVENOUS SOLUTION". Select a successful administration event in the 'Administration Event' field. Click [Warning - View]. Override all warnings and click [OK] Click the 'Additional Data (Administration)' tab. Set the 'Blood Glucose (mg/dL)' field to "120". Set the 'Weight (lbs/kgs)' field to "100" and select "lbs". Set the 'eMAR Results Entry' field to "75". Check the 'Accept administration information entered' check box and click [OK]. Validate the first cells under the current date for the "CEFTRIAXONE" and "COUMADIN" orders contain the amount administered and the time administered. Double click the administered cell under the current date for the "COUMADIN" order. Set the 'Result' field to "Test". Click the 'Additional Data (Results)' tab. Set the 'Blood Glucose (mg/dL)' field to "100". Set the 'Weight (lbs/kgs)' field to "99" and select "lbs". Set the 'eMAR Results Entry' field to "65". Check the 'Accept administration information entered' check box and click [OK]. 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'. Filter the report by selecting "Client A's PATID" in the 'PATID' field Filter the report a second time by selecting the current date in the 'data_entry_date' field. Validate that 8 rows of data are displayed. 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. 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. 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. 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. 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. 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. 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. 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. Validate "Client A" is selected and access the 'eMAR' widget. Right click the administered cell under the current date for the "COUMADIN" order and select "Edit Administration Event". Verify the 'Administration Event' dialog is displayed. Click the 'Additional Data (Administration)' tab. Validate the 'Blood Glucose (mg/dL)' field contains "120" and change the value to "125". Validate the 'Weight (lbs/kgs)' field contains "100" and change the value to "105". Validate that "lbs" is selected. Validate the 'eMAR Results Entry' field contains "75" and change the value to "80". Click the 'Additional Data (Results)' tab. Validate the 'Blood Glucose (mg/dL)' field contains "100" and change the value to "105". Validate the 'Weight (lbs/kgs)' field contains "99" and change the value to "125". Validate that "lbs" is selected. Validate the 'eMAR Results Entry' field contains "65" and change the value to "85". Check the 'Accept administration information entered' check box and click [OK]. Refresh the report created using the 'SYSTEM.cw_vital_signs' table. Validate that 8 rows of data are displayed. 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. 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. 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. 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. 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. 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. 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. 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. Validate that "Client A" is selected and access the 'eMAR' widget. Right click the administered cell under the current date for the "COUMADIN" order and select "Void Administration Event". Validate the 'Administration Event' dialog is displayed. Select "Void Administration Event and Results" and click [Submit Void]. Validate a message is displayed stating: "Are you sure you want to void this Event and Result?" and click [Yes]. Refresh the report created using the 'SYSTEM.cw_vital_signs' table. 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 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 Access the 'Client Health Maintenance' form. Enter "Client A" in the 'Client ID' field. Click [Update - Immunizations]. Select any value in the 'Vaccine' field. Select any value in the 'Dose' field. Select any value in the 'Provided By' field. Select any value in the 'Date' field. Select any value in the 'Time' field. Select "Yes" in the 'Refused' field. Validate the 'Reason' field is required. Select "No" in the 'Refused' field. Validate the 'Reason' field is not required. Enter any value with a decimal point in the 'Amount field'. Select any value in the 'Unit' field. Select any value in the "Route' field. Select any value in 'Manufacturer'. Enter any value in the 'Lot#' field. Select any value in the 'Exp Date' field. Enter "Practitioner A" in the Ordered By' field. Enter "Practitioner A" in the 'Administered By' field. Select "Historical Information - From Parent's Recall (04)" in the 'Source of Immunization' field. Click [Save]. Click [Update - Wellness]. Select any value in the 'Wellness Item' field. Select any value in the 'Provided By' field. Set the 'Date' field to the current date. Click [Save] and [Submit]. Open the Chart View for "Client A". Select "Client Health Maintenance" from the Forms List. Validate the immunization filed in the previous steps displays with all populated data. Validate the 'Source of Immunization' displays as expected. 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 Access the 'Client Health Maintenance' form. Select "Client A" in the 'Client ID' field. Click [Wellness - Update]. Click [New Row]. Select any value in the 'Wellness Item' field. Select any value in the 'Provided By' field. Enter the desired date in the 'Date' field. Select any value in the 'Administered By' field. Click [Save]. Select "Client B" in the 'Client ID' field. Click [Wellness - Update]. Validate the wellness item added for "Client A" is not displayed. Click [New Row]. Select any value in the 'Wellness Item' field. Select any value in the 'Provided By' field. Enter the desired date in the 'Date' field. Select any value in the 'Administered By' field. Click [Save] and [Submit]. Access the 'Client Health Maintenance' form. Select "Client B" in the 'Client ID' field. Click [Wellness - Update]. Validate the 'Wellness' table contains the wellness item filed in the previous steps. 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 Log in as "Practitioner A". Access the 'Client Health Maintenance' form. Select "Client A". Click Immunization [Update] and [New Row] Complete all required fields. Double click the 'Refused' field. Select "Yes" in the 'Refused' field. Validate the 'Reason' field is required. Double click the 'Refused' field. Select "No" in the 'Refused' field. Validate the 'Reason' field is not required. Double click the 'Site' field. Validate "Other" is an option in the drop-down. Select "Other" option in the 'Site' field. Click [Save] and [Submit]. Access the 'Client Health Maintenance' form. Select "Client A". Click [List Immunizations]. Validate newly created immunization has 'Site' equal "Other". 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 Access the 'Client Health Maintenance' form. Select "Client A". Click Immunization [Update] and [New Row] Double click the 'Refused' field. Select "Yes" in the 'Refused' field. Validate the 'Reason' field is required. Double click the 'Refused' field. Select "No" in the 'Refused' field. Validate the 'Reason' field is not required. Select "Historical Information - From Parent's Recall (04)" in the 'Source of Immunization' field. Complete all required fields. Click [Save] and [Submit]. Access the 'All Documents' widget. Select "Client A". Select the 'All Forms' tab. Select the 'Client Health Maintenance' entry. Validate the 'Console Widget Viewer' displays the immunization data filed in the previous steps. 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 Access the 'Client Health Maintenance' form. Select "Client A" in the 'Client ID' field. Click [Immunizations - Update]. Click [New Row]. Select "Yes" in the 'Refused' field. Validate the 'Reason' field is required. Select "No" in the 'Refused' field. Validate the 'Reason' field is not required. Select any value in the 'Vaccine' field. Select any value in the 'Dose' field. Select any value in the 'Provided By' field. Enter the desired date in the 'Date' field. Enter "1" in the 'Amount' field. Validate the 'Error' dialog contains "Must be a number with decimal places". Click [OK]. Enter ".50" in the 'Amount' field. Click [Save]. Select "Client B" in the 'Client ID' field. Click [Immunization - Update]. Validate the immunization added for "Client A" is not displayed. Click [New Row]. Select any value in the 'Vaccine' field. Select any value in the 'Dose' field. Select any value in the 'Provided By' field. Enter the desired date in the 'Date' field. Enter ".50" in the 'Amount' field. Select "Historical Information - From Parent's Recall (04)" in the 'Source of Immunization' field. Click [Save] and [Submit]. Access the 'Client Health Maintenance' form. Select "Client B" in the 'Client ID' field. Click [Immunizations - Update]. Validate the 'Immunization' table contains the immunization filed in the previous steps. 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 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 Access the 'Client Health Maintenance' form. Enter "Client A" in the 'Client ID' field. Click [Update - Immunizations]. Select any value in the 'Vaccine' field. Select any value in the 'Dose' field. Select any value in the 'Provided By' field. Select any value in the 'Date' field. Select any value in the 'Time' field. Select "Yes" in the 'Refused' field. Validate the 'Reason' field is required. Select "No" in the 'Refused' field. Validate the 'Reason' field is not required. Enter any value with a decimal point in the 'Amount field'. Select any value in the 'Unit' field. Select any value in the "Route' field. Select any value in 'Manufacturer'. Enter any value in the 'Lot#' field. Select any value in the 'Exp Date' field. Enter "Practitioner A" in the Ordered By' field. Enter "Practitioner A" in the 'Administered By' field. Select "Historical Information - From Parent's Recall (04)" in the 'Source of Immunization' field. Click [Save]. Click [Update - Wellness]. Select any value in the 'Wellness Item' field. Select any value in the 'Provided By' field. Set the 'Date' field to the current date. Click [Save] and [Submit]. Open the Chart View for "Client A". Select "Client Health Maintenance" from the Forms List. Validate the immunization filed in the previous steps displays with all populated data. Validate the 'Source of Immunization' displays as expected. 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 Access the 'Client Health Maintenance' form. Select "Client A" in the 'Client ID' field. Click [Wellness - Update]. Click [New Row]. Select any value in the 'Wellness Item' field. Select any value in the 'Provided By' field. Enter the desired date in the 'Date' field. Select any value in the 'Administered By' field. Click [Save]. Select "Client B" in the 'Client ID' field. Click [Wellness - Update]. Validate the wellness item added for "Client A" is not displayed. Click [New Row]. Select any value in the 'Wellness Item' field. Select any value in the 'Provided By' field. Enter the desired date in the 'Date' field. Select any value in the 'Administered By' field. Click [Save] and [Submit]. Access the 'Client Health Maintenance' form. Select "Client B" in the 'Client ID' field. Click [Wellness - Update]. Validate the 'Wellness' table contains the wellness item filed in the previous steps. 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 Log in as "Practitioner A". Access the 'Client Health Maintenance' form. Select "Client A". Click Immunization [Update] and [New Row] Complete all required fields. Double click the 'Refused' field. Select "Yes" in the 'Refused' field. Validate the 'Reason' field is required. Double click the 'Refused' field. Select "No" in the 'Refused' field. Validate the 'Reason' field is not required. Double click the 'Site' field. Validate "Other" is an option in the drop-down. Select "Other" option in the 'Site' field. Click [Save] and [Submit]. Access the 'Client Health Maintenance' form. Select "Client A". Click [List Immunizations]. Validate newly created immunization has 'Site' equal "Other". 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 Access the 'Client Health Maintenance' form. Select "Client A". Click Immunization [Update] and [New Row] Double click the 'Refused' field. Select "Yes" in the 'Refused' field. Validate the 'Reason' field is required. Double click the 'Refused' field. Select "No" in the 'Refused' field. Validate the 'Reason' field is not required. Select "Historical Information - From Parent's Recall (04)" in the 'Source of Immunization' field. Complete all required fields. Click [Save] and [Submit]. Access the 'All Documents' widget. Select "Client A". Select the 'All Forms' tab. Select the 'Client Health Maintenance' entry. Validate the 'Console Widget Viewer' displays the immunization data filed in the previous steps. 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 Access the 'Client Health Maintenance' form. Select "Client A" in the 'Client ID' field. Click [Immunizations - Update]. Click [New Row]. Select "Yes" in the 'Refused' field. Validate the 'Reason' field is required. Select "No" in the 'Refused' field. Validate the 'Reason' field is not required. Select any value in the 'Vaccine' field. Select any value in the 'Dose' field. Select any value in the 'Provided By' field. Enter the desired date in the 'Date' field. Enter "1" in the 'Amount' field. Validate the 'Error' dialog contains "Must be a number with decimal places". Click [OK]. Enter ".50" in the 'Amount' field. Click [Save]. Select "Client B" in the 'Client ID' field. Click [Immunization - Update]. Validate the immunization added for "Client A" is not displayed. Click [New Row]. Select any value in the 'Vaccine' field. Select any value in the 'Dose' field. Select any value in the 'Provided By' field. Enter the desired date in the 'Date' field. Enter ".50" in the 'Amount' field. Select "Historical Information - From Parent's Recall (04)" in the 'Source of Immunization' field. Click [Save] and [Submit]. Access the 'Client Health Maintenance' form. Select "Client B" in the 'Client ID' field. Click [Immunizations - Update]. Validate the 'Immunization' table contains the immunization filed in the previous steps. 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 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 Access the 'Task Shift' form. Select "Add" from the 'Add/Edit Shift Definition' field. Set the 'New Shift Code' field to "Nurse" and press [TAB]. Set the 'Shift Description' field to "Nursing Shifts". Set the 'Shift 1 Start Time' field to "0800" and press [TAB]. Set the 'Shift 2 Start Time' field to "1600" and press [TAB]. Set the 'Shift 3 Start Time' field to "0000" and press [TAB]. Validate the 'Shift 1 End Time' field contains "1559". Validate the 'Shift 2 End Time' field contains "2359". Validate the 'Shift 3 End Time' field contains "0759". Click [Submit]. Validate a message is displayed that states: "=Task Shift has completed. Do you wish to return to form?" and click [No]. Access the 'Task Shift' form. Select "Add" from the 'Add/Edit Frequency' field. Set the 'New Task Frequency Code' field to "Nurse" and press [TAB]. Set the 'Task Frequency Description' field to "Nursing Shifts". Select "Shift" from the 'Type of Frequency' field. Select "Nursing Shifts (Nurse)" from the 'Shift' field and click [Submit]. Validate a message is displayed that states: "Task Frequency has completed. Do you wish to return to form?" and click [No]. Access the 'Task Definitions' form. Select "Add" from the 'Add/Edit Task Definition' field. Set the 'New Task Code' field to "Shift" and press [Tab]. Set the 'Task Title' field to "Nurse Shift Example". Select "Yes" from the 'Override Originating Task Details' field Select "Nursing Shifts (Nurse)" from the 'Default Frequency' field. Set the 'Default Duration' field to "1". Select "Days" from the 'Default Duration (Units)' field and click [Submit]. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No]. Access the 'Task Associations' form. Select "Task Definition" from the 'Task Type' field. Search for and select "Nurse Shift Example (Shift)" from the 'Task Group/Definition' field. Select "Add" from the 'Add/Edit/Delete Association' field. Select "Order Entry" from the 'Order Event' field. Search for and select "PRILOSEC 10 MG/1 PACKET ORAL" from the 'Order Code' field. Click [Update Associations] and [Submit]. Validate a message is displayed that states "Task Associations has completed. Do you wish to return to form?" and click [No]. Select "Client A" and access the Order Entry Console. Search for and select "PRILOSEC 10 MG/1 PACKET ORAL" from the 'New Order' field. Set the 'Dose' field to "1". Select "Tablet" from the 'Dose Unit' field. Select "EVERY DAY" from the 'Freq' field. Set the 'Duration' field to "1" and click [Days]. Complete any other required fields and click [Add to Scratchpad] and [Sign]. Access the 'Task List' widget. Search and select "Client A" from the 'Search Patients' field. 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 Access the 'Task Definitions' form. Select "Add" from the 'Add/Edit Task Definition' field. Set the 'New Task Code' field to "NextDay" and press [Tab]. Set the 'Task Title' field to "Next Day Task" and click [Submit]. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No]. Access the 'Task Associations' form. Select "Task Definition" from the 'Task Type' field. Search for and select "Next Day Task (NextDay)" from the 'Task Group/Definition' field. Select "Add" from the 'Add/Edit/Delete Association' field. Select "Order Entry" from the 'Order Event' field. Search for and select "ABATINEX 680 MG CAPSULE ORAL" from the 'Order Code' field. Click [Update Associations] and [Submit]. Validate a message is displayed that states "Task Associations has completed. Do you wish to return to form?" and click [No]. Select "Client A" and access the Order Entry Console. Search for and select "ABATINEX 680 MG CAPSULE ORAL" from the 'New Order' field. Set the 'Dose' field to "1". Select "Capsule" from the 'Dose Unit' field. Select "Frequency Code A" from the 'Freq' field. Set the 'Duration' field to "7" and click [Days]. Complete any other required fields and click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Override any interactions and click [Save Override and Exit] button. Access the 'Task List' widget. Search and select "Client A" from the 'Search Patients' field. 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 Access the 'Task Definitions' form. Select "Add" from the 'Add/Edit Task Definition' field. Set the 'New Task Code' field to "15mins" and press [Tab]. Set the 'Task Title' field to "Every 15 Minutes Task" and click [Submit]. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No]. Access the 'Task Associations' form. Select "Task Definition" from the 'Task Type' field. Search for and select "Every 15 Minutes Task (15mins)" from the 'Task Group/Definition' field. Select "Add" from the 'Add/Edit/Delete Association' field. Select "Order Entry" from the 'Order Event' field. Search for and select "HYLAND'S BUG BITE OINTMENT TOPICAL APPLICATION" from the 'Order Code' field. Click [Update Associations] and [Submit]. Validate a message is displayed that states "Task Associations has completed. Do you wish to return to form?" and click [No]. Select "Client A" and access the Order Entry Console. Search for and select "HYLAND'S BUG BITE OINTMENT TOPICAL APPLICATION" from the 'New Order' field. Set the 'Dose' field to "1". Select "app" from the 'Dose Unit' field. Select "Every 15 Minutes" from the 'Freq' field. Set the 'Duration' field to "1" and click [Days]. Complete any other required fields and click [Add to Scratchpad] and [Sign]. Access the 'Task List' widget. Search and select "Client A" from the 'Search Patients' field. Validate four tasks labeled "Every 15 Minutes Task" are created under every future hour. Access the Order Entry Console. Select the order for "HYLAND'S BUG BITE OINTMENT TOPICAL APPLICATION" and click [D/C]. Set the 'Discontinue Time' field to two hours from the current time. Click [Add to Scratchpad] and [Sign]. Access the 'Task List' widget. 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 Access the 'Task Definitions' form. Select "Add" from the 'Add/Edit Task Definition' field. Set the 'New Task Code' field to "Stat" and press [Tab]. Set the 'Task Title' field to "Stat Task" and click [Submit]. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No]. Access the 'Task Associations' form. Select "Task Definition" from the 'Task Type' field. Search for and select "Stat Task (Stat)" from the 'Task Group/Definition' field. Select "Add" from the 'Add/Edit/Delete Association' field. Select "Order Entry" from the 'Order Event' field. Search for and select "AQUA VELVA CLASSIC ICE BLUE SOLUTION TOPICAL APPLICATION" from the 'Order Code' field. Click [Update Associations] and [Submit]. Validate a message is displayed that states "Task Associations has completed. Do you wish to return to form?" and click [No]. Select "Client A" and access the Order Entry Console. Search for and select "AQUA VELVA CLASSIC ICE BLUE SOLUTION TOPICAL APPLICATION" from the 'New Order' field. Set the 'Dose' field to "1". Select "app" from the 'Dose Unit' field. Select "STAT" from the 'Freq' field. Validate the 'Duration' field contains "1" and [Days] is selected. Complete any other required fields and click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Override any interactions and click [Save Override and Exit] button. Access the 'Task List' widget. Search and select "Client A" from the 'Search Patients' field. Validate that one user-defined task labeled "Stat Task" was created and placed under the 'Unscheduled' column. 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: 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 Access the 'CarePOV Management' form. Select the 'Client Alerts' tab. Select "Edit" from the 'Add or Edit Alert' field. Select "Continuous Order (15)" from the 'Client Alert' field. Validate "Yes" is selected from the 'Active' field. Validate "Continuous Order" is selected from the 'Alert Type' field. Select "Yes" from the 'Include in Client Header' field and click [Save]. Validate a message is displaying that states: "Saved." and click [OK]. Close the form. Select "Client A" and access the Order Entry Console. Search for and select "Dextrose et DEXTROSE 5% Solution INTRAVENOUS" from the 'New Order' field. Set the 'Dose' field to "500". Select "mL" from the 'Dose Unit' field. Select "Continuous" from the 'Freq' field. Select "IV Continuous" from the 'Admin Method' field. Select "DOPAMINE HCL" from the 'Additive' field. Set the 'Additive Dose' field to "800". Select "MG" from the 'Additive Dose Unit' field. Select "As Directed" from the 'Rate Unit' field. Validate the 'Rate Amount' field contains "As Directed". Set the 'Volume Amount in ML' field to "800". Set the 'Duration' field to "28" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "Dextrose et DEXTROSE 5% INTRAVENOUS Solution Additive: DOPAMINE HCL 800 MG 500 mL, Continuous". Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. 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 Access the 'CarePOV Management' form. Select the 'Client Alerts' tab. Select "Edit" from the 'Add or Edit Alert' field. Select "Continuous Order (15)" from the 'Client Alert' field. Validate "Yes" is selected from the 'Active' field. Validate "Continuous Order" is selected from the 'Alert Type' field. Select "Yes" from the 'Include in Client Header' field and click [Save]. Validate a message is displaying that states: "Saved." and click [OK]. Close the form. Select "Client A" and access the Order Entry Console. Search for and select "Medical Food" from the 'New Order' field. Select "EVERY DAY" from the 'Freq' field. Validate the 'Route' field contains "TUBE FEED". Select "Pump" from the 'Admin Method' field. Validate the 'Rate Unit' field contains "mL/hr". Set the 'Rate Amount' field to "1". Set the 'Duration' field to "3" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Order grid' contains an order for "Medical Food Tube Feed Pump Rate: 1 mL/hr EVERY DAY". Access the 'HomeView' and deselect "Client A". Select "Client A" and access the Order Entry Console. Validate the 'Client Header' contains a 'Client Alert' with an infinity symbol. Validate when hovering over the 'Client Alert' that a message is displayed that states: "Continuous Order (Medical Food)". Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. 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: CarePOV Management Task Shift Task Frequency Task Definitions Task Associations Task Group Definitions Nursing Caseload Assignment Frequency Code Setup 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 Access the 'CarePOV Management' form. Select the 'Client Alerts' tab. Select "Edit" from the 'Add or Edit Alert' field. Select "Continuous Order (15)" from the 'Client Alert' field. Validate "Yes" is selected from the 'Active' field. Validate "Continuous Order" is selected from the 'Alert Type' field. Select "Yes" from the 'Include in Client Header' field and click [Save]. Validate a message is displaying that states: "Saved." and click [OK]. Close the form. Select "Client A" and access the Order Entry Console. Search for and select "Dextrose et DEXTROSE 5% Solution INTRAVENOUS" from the 'New Order' field. Set the 'Dose' field to "500". Select "mL" from the 'Dose Unit' field. Select "Continuous" from the 'Freq' field. Select "IV Continuous" from the 'Admin Method' field. Select "DOPAMINE HCL" from the 'Additive' field. Set the 'Additive Dose' field to "800". Select "MG" from the 'Additive Dose Unit' field. Select "As Directed" from the 'Rate Unit' field. Validate the 'Rate Amount' field contains "As Directed". Set the 'Volume Amount in ML' field to "800". Set the 'Duration' field to "28" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "Dextrose et DEXTROSE 5% INTRAVENOUS Solution Additive: DOPAMINE HCL 800 MG 500 mL, Continuous". Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. 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 Access the 'Task Shift' form. Select "Add" from the 'Add/Edit Shift Definition' field. Set the 'New Shift Code' field to "Nurse" and press [TAB]. Set the 'Shift Description' field to "Nursing Shifts". Set the 'Shift 1 Start Time' field to "0800" and press [TAB]. Set the 'Shift 2 Start Time' field to "1600" and press [TAB]. Set the 'Shift 3 Start Time' field to "0000" and press [TAB]. Validate the 'Shift 1 End Time' field contains "1559". Validate the 'Shift 2 End Time' field contains "2359". Validate the 'Shift 3 End Time' field contains "0759". Click [Submit]. Validate a message is displayed that states: "=Task Shift has completed. Do you wish to return to form?" and click [No]. Access the 'Task Shift' form. Select "Add" from the 'Add/Edit Frequency' field. Set the 'New Task Frequency Code' field to "Nurse" and press [TAB]. Set the 'Task Frequency Description' field to "Nursing Shifts". Select "Shift" from the 'Type of Frequency' field. Select "Nursing Shifts (Nurse)" from the 'Shift' field and click [Submit]. Validate a message is displayed that states: "Task Frequency has completed. Do you wish to return to form?" and click [No]. Access the 'Task Definitions' form. Select "Add" from the 'Add/Edit Task Definition' field. Set the 'New Task Code' field to "Shift" and press [Tab]. Set the 'Task Title' field to "Nurse Shift Example". Select "Yes" from the 'Override Originating Task Details' field Select "Nursing Shifts (Nurse)" from the 'Default Frequency' field. Set the 'Default Duration' field to "1". Select "Days" from the 'Default Duration (Units)' field and click [Submit]. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No]. Access the 'Task Associations' form. Select "Task Definition" from the 'Task Type' field. Search for and select "Nurse Shift Example (Shift)" from the 'Task Group/Definition' field. Select "Add" from the 'Add/Edit/Delete Association' field. Select "Order Entry" from the 'Order Event' field. Search for and select "PRILOSEC 10 MG/1 PACKET ORAL" from the 'Order Code' field. Click [Update Associations] and [Submit]. Validate a message is displayed that states "Task Associations has completed. Do you wish to return to form?" and click [No]. Select "Client A" and access the Order Entry Console. Search for and select "PRILOSEC 10 MG/1 PACKET ORAL" from the 'New Order' field. Set the 'Dose' field to "1". Select "Tablet" from the 'Dose Unit' field. Select "EVERY DAY" from the 'Freq' field. Set the 'Duration' field to "1" and click [Days]. Complete any other required fields and click [Add to Scratchpad] and [Sign]. Access the 'Task List' widget. Search and select "Client A" from the 'Search Patients' field. 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 Access the 'Task Definitions' form. Select "Add" from the 'Add/Edit Task Definition' field. Set the 'New Task Code' field to "Start" and press [Tab]. Set the 'Task Title' field to "Start Task" and click [Submit]. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [Yes]. Select "Add" from the 'Add/Edit Task Definition' field. Set the 'New Task Code' field to "Previous" and press Tab. Set the 'Task Title' field to "Previous Task" and click [Submit]. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [Yes]. Select "Add" from the 'Add/Edit Task Definition' field. Set the 'New Task Code' field to "End" and press Tab. Set the 'Task Title' field to "End Task" and click [Submit]. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No]. Access the 'Task Group Definitions' form. Select "Add" from the 'Add/Edit Task Group Definition' field. Set the 'New Task Group Code' field to "Group" and press Tab. Set the 'Task Group Definition' field to "Task Group". Select "Add" from the 'Add/Edit Task' field. Search for and select "Start Task" from the 'Task To Add' field. Select "Start of Group" from the 'Offset From Event' field. Set the 'Duration' field to "1" and press Tab. Select "Hours" from the 'Duration Units' field. Select "Every Hour" from the 'Frequency' field and click [Update Group]. Select "Add" from the 'Add/Edit Task' field. Search for and select "Previous Task (Previous)" from the 'Task To Add' field. Set the 'Offset' field to "1" and press Tab. Select "Hours" from the 'Offset Units' field. Select "Previous Task" from the 'Offset From Event' field. Select "1 - Start Task (Start)" from the 'Offset From Event Task' field. Set the 'Duration' field to "1" and press Tab. Select "Hours" from the 'Duration Units' field. Select "Every Hour" from the 'Frequency' field and click [Update Group]. Select "Add" from the 'Add/Edit Task' field. Search for and select "End Task (End)" from the 'Task To Add' field. Select "End of Group" from the 'Offset From Event' field. Set the 'Duration' field to "1" and press Tab. Select "Hours" from the 'Duration Units' field. Select "Every Hour" from the 'Frequency' field and click [Update Group] and [Submit]. Validate a message is displayed that states: "Task Group Definitions has completed. Do you wish to return to form?" and click [No]. Access the 'Task Associations' form. Select "Task Group" from the 'Task Type' field. Search for and select "Task Group (Group)" from the 'Task Group/Definition' field. Select "Add" from the 'Add/Edit/Delete Association' field. Select "Order Entry" from the 'Order Event' field. Search for and select "XANAX 2 MG TABLET ORAL" from the 'Order Code' field. Click [Update Associations] and [Submit]. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No]. Select "Client A" and access the Order Entry Console. Search for and select "XANAX 2 MG TABLET ORAL" from the 'New Order' field. Set the 'Dose' field to "2". Select "MG" from the 'Dose Unit' field. Select "Every Hour" from the 'Freq' field. Set the 'Duration' field to "3" and click [Hours]. Complete any other required fields and click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Override any interactions and click [Save Override and Exit] button. Access the 'Task List' widget. Search and select "Client A" from the 'Search Patients' field. Validate the tasks labeled: "Start Task" and "Previous Task" are displayed and are one hour apart. 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 Access the 'Task Definitions' form. Select "Add" from the 'Add/Edit Task Definition' field. Set the 'New Task Code' field to "eMAR" and press Tab. Set the 'Task Title' field to "eMAR Admin Task" and click [Submit]. Validate a message is displayed that states: "Form Return Task Definitions has completed. Do you wish to return to form?" and click [No]. Access the 'Task Associations' form. Select "Task Definition" from the 'Task Type' field. Search for and select "eMAR Admin Task (eMAR)" from the 'Task Group/Definition' field. Select "Add" from the 'Add/Edit/Delete Association' field. Select "Administration" from the 'Order Event' field. Search for and select "ACTISORB SILVER 220 100 GM-220 MG DRESSING TOPICAL APPLICATION" from the 'Order Code' field. Set the 'Offset' field to "1". Select "Hours" from the 'Offset Units' field. Set the 'Duration' field to "2". Select "Hours" from the 'Duration Units' field. Select "Every Hour (Q1H)" from the 'Frequency' field. Click [Update Associations] and [Submit]. Validate a message is displayed that states: "Form Return Task Associations has completed. Do you wish to return to form?" and click [Yes]. Select "Task Definition" from the 'Task Type' field. Search for and select "eMAR Admin Task (eMAR)" from the 'Task Group/Definition' field. Select "Edit" from the 'Add/Edit/Delete Association' field. Select "ACTISORB SILVER 220 100 GM-220 MG TOPICAL APPLICATION DRESSING (19547)" from the 'Existing Association' field. Validate "Administration" is selected from the 'Order Event' field. Validate the 'Order Code' field contains "ACTISORB SILVER 220". Validate the 'Offset' field contains "1". Validate "Hours" is selected from the 'Offset Units' field. Validate the 'Frequency' field contains "Every Hour (Q1H)". Validate the 'Duration' field contains "2". Validate "Hours" is selected from the 'Duration Units' field and click [Submit]. Validate a message is displayed that states: "Form Return Task Associations has completed. Do you wish to return to form?" and click [No]. Select "Client A" and access the Order Entry Console. Search for and select "ACTISORB SILVER 220 100 GM-220 MG DRESSING TOPICAL APPLICATION" from the 'New Order' field. Set the 'Dose' field to "1". Select "app" from the 'Dose Unit' field. Select "STAT" from the Freq: field. Validate the 'Duration' field contains "1". Validate [Days] is selected. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "ACTISORB SILVER 220 100 GM-220 MG TOPICAL APPLICATION DRESSING1 app, STAT". Access the 'Task List' widget. Validate that one "STAT Med Admin" task was created under the Unscheduled column. Validate the "eMAR Admin Task" was not created. Access the 'eMAR' widget. Validate the "ACTISORB SILVER 220 100 GM-220 MG" order is displayed with no hours of administration. Select the first cell with hours of administration and click [Administer]. Perform 'Order Acknowledgement' and 'Client Education' for the "ACTISORB SILVER 220 100 GM-220 MG" order. Verify the 'Administration Event' dialog exists. Set the 'Med ID' cell to "51978-0002-72". Validate the 'Qty' cell is equal to "1". Validate the 'Unit' cell is equal to "app". Select any successful administration event from the 'Administration Event' field. Check the 'Accept administration information entered' checkbox and click [Ok]. 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. Access the 'Task List' widget. Validate the first "STAT Med Admin" task has been completed and removed from the Task List widget. 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 Access the 'Admission' form. Enter values for the 'Last Name', 'First Name', 'Sex', 'Social Security #', and 'Date Of Birth' fields and click [Search]. Click [New Client]. Validate a message is displayed that states: "Auto Assign Next ID Number?" and click [Yes]. Set the 'Preadmit/Admission Date' field to the current date. Set the 'Preadmit/Admission Time' field to the current time. Select any inpatient program from the 'Program' field. Fill out all other required fields and click [Submit]. Access the 'Task List' widget. Verify that the new client is not under the "My Caseload" view. Access the 'Nursing Caseload Assignment' form. Select the unit the new client was admitted to from the 'Select Clients From Unit' field. Select the new client from the 'Select Clients To Include In Current Caseload' field and click [Move Selected Clients to Current Caseload]. Validate the client was added to the 'Current Caseload' field and click [Submit]. Access the 'Task List' widget and click [Refresh Tasks]. Validate the new client is now appearing under the "My Caseload" view. Access the 'Nursing Caseload Assignment' form. Deselect the new client from the 'Current Caseload' field and click [Submit]. Access the 'Task List' widget and click [Refresh Tasks]. 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 Access the 'Task Definitions' form. Select "Add" from the 'Add/Edit Task Definition' field. Set the 'New Task Code' field to "E2H" and press [Tab]. Set the 'Task Title' field to "Every Two Hours, Interval" and click [Submit]. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No]. Access the 'Task Associations' form. Select "Task Definition" from the 'Task Type' field. Search for and select "Every Two Hours, Interval (E2H)" from the 'Task Group/Definition' field. Select "Add" from the 'Add/Edit/Delete Association' field. Select "Order Entry" from the 'Order Event' field. Search for and select "RITALIN 10 MG TABLET ORAL" from the 'Order Code' field. Click [Update Associations] and [Submit]. Validate a message is displayed that states "Task Associations has completed. Do you wish to return to form?" and click [No]. Select "Client A" and access the Order Entry Console. Search for and select "RITALIN 10 MG TABLET ORAL" from the 'New Order' field. Set the 'Dose' field to "1". Select "MG" from the 'Dose Unit' field. Select "Every 2 Hours" from the 'Freq' field. Set the 'Duration' field to "6" and click [Days]. Complete any other required fields and click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Override any interactions and click [Save Override and Exit] button. Access the 'Task List' widget. Search and select "Client A" from the 'Search Patients' field. 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 Access the 'Task Definitions' form. Select "Add" from the 'Add/Edit Task Definition' field. Set the 'New Task Code' field to "freq" and press Tab. Set the 'Task Title' field to "Non-OE Frequency" and click [Submit]. Validate a message is displayed that states: "Form Return Task Definitions has completed. Do you wish to return to form?" and click [No]. Access the 'Task Frequency' form. Select "Add" from the 'Add/Edit Frequency' field. Set the 'New Task Frequency Code' field to "E6H" and press Tab. Set the 'Task Frequency Description' field to "Every 6 Hours". Select "Timed" from the 'Type of Frequency' field. Select "Yes" from the 'Daily Task' field. Select the following times from the 'Task Timing Check Appropriate Hours' section: 00:00 - AM, 06:00 - AM, 12:00 - PM, 18:00 - PM. Click [Submit]. Validate a message is displayed that states: "Form Return Task Frequency has completed. Do you wish to return to form?" and click [No]. Access the 'Task Associations' form. Select "Task Definition" from the 'Task Type' field. Search for and select "Non-OE Frequency (freq)" from the 'Task Group/Definition' field. Select "Add" from the 'Add/Edit/Delete Association' field. Select "Administration" from the 'Order Event' field. Search for and select "AROMASIN 25 MG TABLET ORAL" from the 'Order Code' field. Set the 'Offset' field to "0". Select "Hours" from the 'Offset Units' field. Select "Every 6 Hours (E6H)" from the 'Frequency' field. Set the 'Duration' field to "1". Select "Days" from the 'Duration Units' field. Click [Update Associations] and [Submit]. Validate a message is displayed that states: "Form Return Task Associations has completed. Do you wish to return to form?" and click [No]. Select "Client A" and access the Order Entry Console. Search for and select "AROMASIN 25 MG TABLET ORAL" from the 'New Order' field. Set the 'Dose' field to "25". Select "MG" from the 'Dose Unit' field. Select "DAILY" from the 'Freq' field. Set the 'Duration' field to "1" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "AROMASIN 25 MG ORAL TABLET 25 MG, DAILY i". Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. Validate that the "Non-OE Frequency" task was not created. Access the 'eMAR' widget. Validate the "AROMASIN 25 MG ORAL TABLET" order is displayed with no hours of administration. Select the first cell under the current date and click [Administer]. Perform 'Order Acknowledgement' and 'Client Education' for the "AROMASIN 25 MG ORAL TABLET" order. Verify the 'Administration Event' dialog exists. Set the 'Med ID' cell to "00009-7663-04". Validate the 'Qty' cell is equal to "25". Validate the 'Unit' cell is equal to "MG". Select any successful administration event from the 'Administration Event' field. Check the 'Accept administration information entered' checkbox and click [OK]. Validate the "AROMASIN 25 MG ORAL TABLET" order is displayed with "25 MG" and the time administered in military format, under the current date. Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. 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 Access the 'CarePOV Management' form. Select the 'Client Alerts' tab. Select "Edit" from the 'Add or Edit Alert' field. Select "Continuous Order (15)" from the 'Client Alert' field. Validate "Yes" is selected from the 'Active' field. Validate "Continuous Order" is selected from the 'Alert Type' field. Select "Yes" from the 'Include in Client Header' field and click [Save]. Validate a message is displaying that states: "Saved." and click [OK]. Close the form. Select "Client A" and access the Order Entry Console. Search for and select "Medical Food" from the 'New Order' field. Select "EVERY DAY" from the 'Freq' field. Validate the 'Route' field contains "TUBE FEED". Select "Pump" from the 'Admin Method' field. Validate the 'Rate Unit' field contains "mL/hr". Set the 'Rate Amount' field to "1". Set the 'Duration' field to "3" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Order grid' contains an order for "Medical Food Tube Feed Pump Rate: 1 mL/hr EVERY DAY". Access the 'HomeView' and deselect "Client A". Select "Client A" and access the Order Entry Console. Validate the 'Client Header' contains a 'Client Alert' with an infinity symbol. Validate when hovering over the 'Client Alert' that a message is displayed that states: "Continuous Order (Medical Food)". Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. 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 Access the 'Task Definitions' form. Select "Add" from the 'Add/Edit Task Definition' field. Set the 'New Task Code' field to "NextDay" and press [Tab]. Set the 'Task Title' field to "Next Day Task" and click [Submit]. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No]. Access the 'Task Associations' form. Select "Task Definition" from the 'Task Type' field. Search for and select "Next Day Task (NextDay)" from the 'Task Group/Definition' field. Select "Add" from the 'Add/Edit/Delete Association' field. Select "Order Entry" from the 'Order Event' field. Search for and select "ABATINEX 680 MG CAPSULE ORAL" from the 'Order Code' field. Click [Update Associations] and [Submit]. Validate a message is displayed that states "Task Associations has completed. Do you wish to return to form?" and click [No]. Select "Client A" and access the Order Entry Console. Search for and select "ABATINEX 680 MG CAPSULE ORAL" from the 'New Order' field. Set the 'Dose' field to "1". Select "Capsule" from the 'Dose Unit' field. Select "Frequency Code A" from the 'Freq' field. Set the 'Duration' field to "7" and click [Days]. Complete any other required fields and click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Override any interactions and click [Save Override and Exit] button. Access the 'Task List' widget. Search and select "Client A" from the 'Search Patients' field. 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 Access the 'Task Definitions' form. Select "Add" from the 'Add/Edit Task Definition' field. Set the 'New Task Code' field to "15mins" and press [Tab]. Set the 'Task Title' field to "Every 15 Minutes Task" and click [Submit]. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No]. Access the 'Task Associations' form. Select "Task Definition" from the 'Task Type' field. Search for and select "Every 15 Minutes Task (15mins)" from the 'Task Group/Definition' field. Select "Add" from the 'Add/Edit/Delete Association' field. Select "Order Entry" from the 'Order Event' field. Search for and select "HYLAND'S BUG BITE OINTMENT TOPICAL APPLICATION" from the 'Order Code' field. Click [Update Associations] and [Submit]. Validate a message is displayed that states "Task Associations has completed. Do you wish to return to form?" and click [No]. Select "Client A" and access the Order Entry Console. Search for and select "HYLAND'S BUG BITE OINTMENT TOPICAL APPLICATION" from the 'New Order' field. Set the 'Dose' field to "1". Select "app" from the 'Dose Unit' field. Select "Every 15 Minutes" from the 'Freq' field. Set the 'Duration' field to "1" and click [Days]. Complete any other required fields and click [Add to Scratchpad] and [Sign]. Access the 'Task List' widget. Search and select "Client A" from the 'Search Patients' field. Validate four tasks labeled "Every 15 Minutes Task" are created under every future hour. Access the Order Entry Console. Select the order for "HYLAND'S BUG BITE OINTMENT TOPICAL APPLICATION" and click [D/C]. Set the 'Discontinue Time' field to two hours from the current time. Click [Add to Scratchpad] and [Sign]. Access the 'Task List' widget. 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 Select "Client A" and access the 'Treatment Plan' form. Set the 'Plan Date' field to the current date. Set the 'Plan Name' field to "TestPlan". Select any value from the 'Plan Type' field. Select "Draft" from the 'Treatment Plan Status' field and click [Launch Plan]. Click [Add New Problem]. Search for and select "Pain in and around eye" from the 'Problem Code' field. Set the 'Problem' field to "Client A - Problem". Select "Active" from the 'Status' field and click [Add New Intervention]. Set the 'Intervention' field to "Client A - Intervention". Select "Active" from the Status field. Select "Every 2 Hours" from the 'Task Frequency' field. Validate the 'Start Date' field contains the current date. Set the 'Start Time' field to the current time. Set the 'End Date' field to two days from the current date and click [Return to Plan]. Validate a message is displayed that states "Plan saved successfully." and click [OK]. Click [Submit]. Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. 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: 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 Select "Client A" and access the 'Vitals Entry' form. Select "Add" in the 'Update Vital Sign' field. Enter the current date in the 'Date' field. Enter the current time in the 'Time' field. Populate all desired fields. Click [Submit] and [Yes] to return to form. Select the "Vitals Report" section. Enter the current date in the 'Start Date' and 'End Date' fields. Enter a time range within the time when the vitals were filed in the 'Start Time' and 'End Time' fields. Select the desired value(s) in the 'Vital Sign(s) For Report' field. Click [View Report]. Validate the vital signs filed in the previous steps are displayed. Close the report. Select the "Vitals Entry" section. Select "Void" in the 'Update Vital Sign' field. Click [Select Vital Sign]. Select the vitals filed in the previous steps and click [OK]. Select the desired value in the 'Void Reason' field. Click [Submit] and [Yes] to return to form. Select the "Vitals Report" section. Enter the current date in the 'Start Date' and 'End Date' fields. Enter a time range within the time when the vitals were filed in the 'Start Time' and 'End Time' fields. Select the desired value(s) in the 'Vital Sign(s) For Report' field. Click [View Report]. Validate the vital signs voided in the previous steps are displayed with (V) next to each voided vital sign. 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 Select “Client A” and access the ‘Vitals Entry’ form. Select "Add" in the 'Update Vital Sign' field. Enter the desired date in the 'Date' field. Enter the desired time in the 'Time' field. Enter the desired value in the 'Height' field. Enter the desired value in the 'Weight' field. Validate the 'BMI' is populated based on the height/weight filed. Populate all desired fields. Click [Submit] and [No] to exit the form. Double click on "Client A" to access the Chart View. Validate the ‘Height, ‘Weight’, and ‘BMI’ fields in the Client Header display with the current data filed. Close the chart. Select “Client A” and access the ‘Vitals Entry’ form. Select "Void" in the 'Update Vital Sign' field. Click [Select Vital Sign]. Select the previously filed vitals record and click [OK]. Validate the previously filed data is displayed. Select the desired value in the ‘Void Reason’ field. Click [Submit] and [Yes] to return to form. Select "Edit" in the 'Update Vital Sign' field. Click [Select Vital Sign]. Validate “* VOIDED ” displays in the Vitals Entry row and click [Cancel]. Close the form. Double click on "Client A" to access the Chart View. Validate the ‘Height, ‘Weight’, and ‘BMI’ fields in the Client Header no longer display since the vitals have been voided. 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 Select "Client A" and access the 'Vitals Entry' form. Select "Add" in the 'Update Vital Sign' field. Enter the current date in the 'Date' field. Enter the current time in the 'Time' field. Populate all desired fields. Click [Submit]. Select "Client A" and access the 'Significant Findings' form. Enter the current date in the 'Significant Finding Date' field. Enter the current time in the 'Significant Finding Time' field. Validate the 'Findings' field contains the vitals filed in the previous steps. Select each vital filed in the previous steps and validate they display as expected. Close the form. Select "Client A" and access the 'Vitals Entry' form. Select "Void" in the 'Update Vital Sign' field. Click [Select Vital Sign]. Select the vitals filed in the previous steps and click [OK]. Select the desired value in the 'Void Reason' field. Click [Submit]. Select "Client A" and access the 'Significant Findings' form. Enter the current date in the 'Significant Finding Date' field. Enter the current time in the 'Significant Finding Time' field. Validate the 'Findings' field does not contain the voided vitals. 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 Select "Client A" and access the 'Vitals Entry' form. Select "Add" in the 'Update Vital Sign' field. Enter the current date in the 'Date' field. Enter "9:00 AM" in the 'Time' field. Enter the desired value in the 'Height (ft in)' field. Enter the desired value in the 'Weight (lbs)' field. Click [Submit] and [Yes] to return to form. Select "Add" in the 'Update Vital Sign' field. Enter the current date in the 'Date' field. Enter "11:00 AM" in the 'Time' field. Enter any new value in the 'Height (ft in)' field. Enter any new value in the 'Weight (lbs)' field. Click [Submit] and [No] to exit the form. Access the 'HL7 Connection Monitor' form. Click [Refresh Monitor]. Select "ADT-RXCONNECT" in the 'Select Row' field. Validate the 'Last Message Processed' field contains the most recent vital sign height/weight filed in the 11:00 AM record. Close the form. Select "Client A" and access the 'Vitals Entry' form. Select "Void" in the 'Update Vital Sign' field. Click [Select Vital Sign]. Select the vitals filed for 11:00 AM and click [OK]. Select the desired value in the 'Void Reason' field. Click [Submit] and [No] to exit the form. Access the 'HL7 Connection Monitor' form. Click [Refresh Monitor]. Select "ADT-RXCONNECT" in the 'Select Row' field. 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. Close the form. Select "Client A" and access the 'Vitals Entry' form. Select "Void" in the 'Update Vital Sign' field. Click [Select Vital Sign]. Select the vitals filed for 9:00 AM and click [OK]. Select the desired value in the 'Void Reason' field. Click [Submit] and [No] to exit the form. Access the 'HL7 Connection Monitor' form. Click [Refresh Monitor]. Select "ADT-RXCONNECT" in the 'Select Row' field. Validate the 'Last Message Processed' field does not contain vital sign data as both records have been voided. 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 Select "Client A" and access the 'Vitals Entry' form. Select "Add" in the 'Update Vital Sign' field. Enter the current date in the 'Date' field. Enter "9:00 AM" in the 'Time' field. Enter the desired value in the 'Height (ft in)' field. Enter the desired value in the 'Weight (lbs)' field. Click [Submit] and [Yes] to return to form. Select "Add" in the 'Update Vital Sign' field. Enter the current date in the 'Date' field. Enter "11:00 AM" in the 'Time' field. Enter any new value in the 'Height (ft in)' field. Enter any new value in the 'Weight (lbs)' field. Click [Submit] and [No] to exit the form. Select "Client A" and access the 'Health and Review of Systems' form. Enter the current date in the 'Assessing Date' field. Populate all required and desired fields. Select "Yes" in the 'Include In Syndromic Reporting' field. Select "Final" in the 'Draft/Final' field. Click [Submit] and [No] to exit the form. Access the 'Export Health Information' form. Select "Compile" in the 'Action' field. Select "Public Health" in the 'Target Agency Type' field. Enter the current date in the 'From Date' and 'Through Date' fields. Select "Surveillance" in the 'Type of Information' field. Click [Process]. Validate a message is displayed stating: Compile Complete. Click [OK]. Validate a report is displayed with the data included in the compile. Validate a record is displayed for "Client A" with the most recent vital sign height/weight filed in the 11:00 AM record. Close the report and the form. Select "Client A" and access the 'Vitals Entry' form. Select "Void" in the 'Update Vital Sign' field. Click [Select Vital Sign]. Select the vitals filed for 11:00 AM and click [OK]. Select the desired value in the 'Void Reason' field. Click [Submit] and [No] to exit the form. Access the 'Export Health Information' form. Select "Compile" in the 'Action' field. Select "Public Health" in the 'Target Agency Type' field. Enter the current date in the 'From Date' and 'Through Date' fields. Select "Surveillance" in the 'Type of Information' field. Click [Process]. Validate a message is displayed stating: Compile Complete. Click [OK]. Validate a report is displayed with the data included in the compile. 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. Close the report and the form. Select "Client A" and access the 'Vitals Entry' form. Select "Void" in the 'Update Vital Sign' field. Click [Select Vital Sign]. Select the vitals filed for 9:00 AM and click [OK]. Select the desired value in the 'Void Reason' field. Click [Submit] and [No] to exit the form. Access the 'Export Health Information' form. Select "Compile" in the 'Action' field. Select "Public Health" in the 'Target Agency Type' field. Enter the current date in the 'From Date' and 'Through Date' fields. Select "Surveillance" in the 'Type of Information' field. Click [Process]. Validate a message is displayed stating: Compile Complete. Click [OK]. Validate a report is displayed with the data included in the compile. Validate a record is displayed for "Client A" and it no longer contains vital sign data as both records have been voided. 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: Significant Findings Scenario 1: Significant Findings - Vital Sign Specific Setup: A client must be enrolled in an existing episode (Client A). Steps Select "Client A" and access the 'Vitals Entry' form. Select "Add" in the 'Update Vital Sign' field. Enter the current date in the 'Date' field. Enter "9:00 AM" in the 'Time' field. Populate all desired fields. Click [Submit] and [Yes] to return to form. Select "Add" in the 'Update Vital Sign' field. Enter the current date in the 'Date' field. Enter "3:00 PM" in the 'Time' field. Populate all desired fields. Click [Submit] and [No] to exit the form. Select "Client A" and access the 'Significant Findings' form. Enter the current date in the 'Significant Finding Date' field. Enter the current time in the 'Significant Finding Time' field. Validate the 'Findings' field contains the vitals filed in the previous steps. Validate the 'Findings' field is sorted in descending chronological order- starting with the 3:00PM vitals and ending with the 9:00AM vitals. 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 Select "Client A" and access the 'Vitals Entry' form. Select "Add" in the 'Update Vital Sign' field. Enter the current date in the 'Date' field. Enter the current time in the 'Time' field. Populate all desired fields. Click [Submit]. Select "Client A" and access the 'Significant Findings' form. Enter the current date in the 'Significant Finding Date' field. Enter the current time in the 'Significant Finding Time' field. Validate the 'Findings' field contains the vitals filed in the previous steps. Select each vital filed in the previous steps and validate they display as expected. Close the form. Select "Client A" and access the 'Vitals Entry' form. Select "Void" in the 'Update Vital Sign' field. Click [Select Vital Sign]. Select the vitals filed in the previous steps and click [OK]. Select the desired value in the 'Void Reason' field. Click [Submit]. Select "Client A" and access the 'Significant Findings' form. Enter the current date in the 'Significant Finding Date' field. Enter the current time in the 'Significant Finding Time' field. Validate the 'Findings' field does not contain the voided vitals. Close the form.	Topics • Vitals Entry • Vitals • Significant Findings • HL7 • Export Health Information
Update 12 Summary \| Details Progress Notes - ToDo Notification for the split services Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Service Codes CPT Code Definition (PM) Delete/Re-Assign To Do Items Dynamic Form - Edit Service Information - Select Service(s) to Edit Review To Do Item (PM) Scenario 1: Split service - Validating 'ToDo's’ note notification requirement - Service created in 'Client Charge Input' and updated in 'Edit Service Information'. Specific Setup: Guarantor/Payors: An existing guarantor is selected to edit, or a new guarantor is identified. Note the guarantor’s code/name. Authorization Information Section: Select 'Check For Available Units' in the 'Verify Services and Appointments Against Available Authorizations' field. Select 'Warn User If Authorization Is Missing' in the 'Verification Level For Authorizations For Client Charge Input' field. Select 'Warn User If Authorization Is Missing' in the 'Verification Level For Authorizations For Appointment Scheduling' field. Select 'Report As Error And Include On Bill' in the 'Verification Level For Authorizations For 837 Electronic Billing' field. Set the 'Split Service If The Authorization Does Not Cover Units' to "Yes". Admission (Outpatient): A new client is admitted in an outpatient program. Note the client's id/name, admission program, Financial Eligibility: The guarantor identified above is assigned to the client. Diagnosis: A new diagnosis record is created for the client. Service Codes: A new service code is added as below. Note the service code/value. Type Of Fee= User Defined Minutes per Unit = desired value Service Fee/Cross Reference Maintenance: Service fee definition is created for the above service code. Managed Care Authorizations: A 'Managed Care Authorization' record is created for the client/guarantor/service code identified above. The 'Maximum Units' field is set to a value that will not cover all services. Note the value. Enter desired value in all required fields. Client Charge Input: A new service is rendered to the client. The 'Service Duration' is set to desired minutes that makes the number of units more than the 'Maximum Units' in the 'Managed Care Authorization' section. This will create a split service. Client Ledger: The rendered service is split into two services: one service with the units defined in the 'Maximum Units' field and the other service for the remaining units. Close Charges: All the charges are closed. An interim billing batch is created to include the client, service, and guarantor. Note the interim billing batch#. Steps Open the 'Edit Service Information' form. Select the service created in 'Setup' that uses the allowable un. Enter a diagnosis code or a referring practitioner. Click [Submit]. Verify the system generates two To-dos notifications for the service updated through 'Edit Service Information' and the note is not attached to the service: Note requirement To-do. Service modified To-do. (i.e. 2022-05-11 Wednesday 02:43 PM [CLIENTFIRSTNAME CLIENTLASTNAME (CLIENTID)] Service [SERVICE CODE VALUE] For Service Date [DATE OF THE SERVICE]) Episode 1 Requires a note, 2022-05-11 Wednesday 02:43 PM Edit Service Information [CLIENTFIRSTNAME CLIENTLASTNAME (CLIENTID)] has a service '[SERVICE CODE VALUE] (SERVICE CODE)' on '[DATE OF THE SERVICE]' that was modified.) Scenario 2: Split service - Validating 'ToDo's' note notification requirement - Service created through progress notes. Specific Setup: Guarantor/Payors: An existing guarantor is selected to edit or a new guarantor is identified. Note the guarantor's code/name. Authorization Information Section: Select 'Check For Available Units' in the 'Verify Services and Appointments Against Available Authorizations' field. Select 'Warn User If Authorization Is Missing' in the 'Verification Level For Authorizations For Client Charge Input' field. Select 'Warn User If Authorization Is Missing' in the 'Verification Level For Authorizations For Appointment Scheduling' field. Select 'Report As Error And Include On Bill' in the 'Verification Level For Authorizations For 837 Electronic Billing' field. Set the 'Split Service If The Authorization Does Not Cover Units' to "Yes". Admission (Outpatient): A new client is admitted in an outpatient program. Note the client's id/name, admission program. Financial Eligibility: The guarantor identified above is assigned to the client. Diagnosis: A new diagnosis record is created for the client. Service Codes: A new service code is added as below. Note the service code/value. Type Of Fee= User Defined Minutes per Unit = desired value Service Fee/Cross Reference Maintenance: Service fee definition is created for the above service code. Managed Care Authorizations: Create a 'Managed Care Authorization' record for the client/guarantor/service code identified above. Note the client/guarantor/service code. The 'Maximum Units' field is set to a value that will not cover all services. Note the value. Enter desired value in all required fields. Progress Note: A new service is rendered to the client. The 'Service Duration' is set to desired minutes that makes the number of units more than the 'Maximum Units' in the 'Managed Care Authorization' section. This will create a split service. Client Ledger: The rendered service is split into two services: one service with the units defined in the 'Maximum Units' field and the other service for the remaining units. Close Charges: All the charges are closed. An interim billing batch is created to include the client, service and guarantor. Note the interim billing batch#. Steps Open the 'Edit Service Information' form. Select the service with the units same as 'Maximum Units' defined in the 'Managed Care Authorization' form. Enter a diagnosis code or a referring practitioner. Click [Submit]. Verify the system does not generate a progress note requirement To-do notification for the service updated through 'Edit Service Information' as the note is already attached to the service. System only generates the To do notification for the service updated (i.e. 2022-05-11 Wednesday 02:43 PM Edit Service Information [CLIENTFIRSTNAME CLIENTLASTNAME (CLIENTID)] has a service '[SERVICE CODE VALUE] (SERVICE CODE)' on '[DATE OF THE SERVICE]' that was modified.)	Topics • Client Charge Input • Progress Notes • NX
Update 13 Summary \| Details 'Treatment Plan' form - 'Default From Previous Plan' registry setting 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 Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Verify the 'Do you want to default plan information form a previously entered plan?' dialog is displayed. Click [Yes]. Select "Plan A" in the 'Default From Previous' field. Click [OK]. Enter the desired date in the 'Please Enter Plan Date' field. Click [OK]. Verify the 'Are you sure you want to default information from this plan?' dialog is displayed. Click [Yes]. Enter the current date in the 'Plan Date' field. Select any value in the 'Plan Type' field. Select 'Draft' in the 'Treatment Plan Status' field. Validate the 'Strengths' field contains the information defaulted in from "Plan A". Validate the 'Weaknesses' field contains the information defaulted in from "Plan A". Validate the 'Discharge Planning' field contains the information defaulted in from "Plan A". Click [Launch Plan]. Add a new problem, goal, objective and intervention. Click [Back to Plan Page]. Validate the 'Strengths' field contains the information defaulted in from "Plan A". Validate the 'Weaknesses' field contains the information defaulted in from "Plan A". Validate the 'Discharge Planning' field contains the information defaulted in from "Plan A". Select "Final" in the 'Treatment Plan Status' field. 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 Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Verify the 'Do you want to default plan information from a previously entered plan?' dialog is displayed. Click [Yes]. Select "Plan A" in the 'Default From Previous' field. Click [OK]. Enter the desired date in the 'Please Enter Plan Date' field. Click [OK]. Verify the 'Are you sure you want to default information from this plan?' dialog is displayed. Click [Yes]. Enter the current date in the 'Plan Date' field. Select any value in the 'Plan Type' field. Select 'Draft' in the 'Treatment Plan Status' field. Validate the 'Strengths' field contains no values defaulted in from "Plan A". Validate the 'Weaknesses' field contains no values defaulted in from "Plan A". Validate the 'Discharge Planning' field contains no values defaulted in from "Plan A". Click [Launch Plan]. Add a new problem, goal, objective, and intervention. Click [Back to Plan Page]. Select "Final" in the 'Treatment Plan Status' field. Click [Submit]. 'Treatment Plan' form - Scrolling Free Text fields 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 Select “Client A” and access the ‘Treatment Plan’ form. Set the ‘Plan Date’ field to the current date. Set the ‘Plan Name’ to any value. Select any value in the ‘Plan Type’ field. Set the 'Strengths' field to any value. Set the 'Weaknesses' field to any value. Set the 'Discharge Planning' field to any value. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan]. Click [Add New Problem]. Set the ‘Problem Code’ field to any value. Select “Active” in the ‘Status (Problem List)’ field. Set the ‘Problem’ field to any value. Select any value in the ‘Status’ field. Click [Add New Goal]. Set the ‘Goal’ field to any value. Select any value in the ‘Status’ field. Click [Add New Objective]. Set the ‘Objective’ field to any value. Select any value in the ‘Status’ field. Click [Add New Intervention]. Set the ‘Intervention’ field to any value. Select any value in the ‘Status’ field. Click [Back to Plan Page]. Close the form. Select “Client A” and access the ‘Treatment Plan’ form. Validate the ‘Load From Backup’ dialog displays with a message stating: “You have an unsubmitted backup of a plan from [the current date] and [the current time]. Would you like to load it instead of creating a new one?" and click [Yes]. Validate the 'Strengths' field contains the value previously filed. Validate the 'Weaknesses' field contains the value previously filed. Validate the 'Discharge Planning' field contains the value previously filed. Click [Launch Plan]. Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added. 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 Select “Client A” and access the ‘Treatment Plan’ form. Set the ‘Plan Date’ field to the current date. Set the ‘Plan Name’ field to any value. Select any value in the ‘Plan Type’ field. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan]. Click [Add New Problem]. Set the ‘Problem Code’ field to any value. Select “Active” in the ‘Status (Problem List)’ field. Set the ‘Problem’ field to any value Select any value in the ‘Status’ field and click [Add New Goal]. Set the ‘Goal’ field to any value. Select any value in the ‘Status’ field and click [Add New Objective]. Set the ‘Objective’ field to any value. Select any value in the ‘Status’ field and click [Add New Intervention]. Set the ‘Intervention’ field to any value. Select any value in the ‘Status’ field and click [Back to Plan Page]. Click [Submit]. Select “Client A” and access the ‘Treatment Plan’ form. Select the treatment plan previously filed and click [Edit]. Click [Launch Plan]. Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps. 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 Select “Client A” and access the ‘Treatment Plan’ form. Set the ‘Plan Date’ field to the current date. Set the ‘Plan Name’ field to any value. Select any value in the ‘Plan Type’ field. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan]. Click [Add New Problem]. Set the ‘Problem Code’ field to any value. Select “Active” in the ‘Status (Problem List)’ field. Set the ‘Problem’ field to any value. Select any value in the ‘Status’ field and click [Add New Goal]. Set the ‘Goal’ field to any value. Select any value in the ‘Status’ field and click [Add New Objective]. Set the ‘Objective’ field to any value. Select any value in the ‘Status’ field and click [Add New Intervention]. Set the ‘Intervention’ field to any value. Select any value in the ‘Status’ field and click [Back to Plan Page]. Close the form. Select “Client A” and access the ‘Treatment Plan Copy’ form. Set the ‘Plan Date’ field to the current date. Set the ‘Plan Name’ field to any value. Select any value in the ‘Plan Type’ field. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan]. Click [Add New Problem]. Set the ‘Problem Code’ field to any value. Select “Active” in the ‘Status (Problem List)’ field. Set the ‘Problem’ field to any value. Select any value in the ‘Status’ field and click [Add New Goal]. Set the ‘Goal’ field to any value. Select any value in the ‘Status’ field and click [Add New Objective]. Set the ‘Objective’ field to any value. Select any value in the ‘Status’ field and click [Add New Intervention]. Set the ‘Intervention’ field to any value. Select any value in the ‘Status’ field and click [Back to Plan Page]. Click [Submit]. Select “Client A” and access the ‘Treatment Plan’ form. Click [Add]. 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]. Validate the ‘Plan Date’ field contains the current date. Validate the ‘Plan Name’ field contains the plan name previously filed. Validate the ‘Plan Type’ contains the value previously filed. Validate “Draft” is selected in the ‘Treatment Plan Status’ field and click [Launch Plan]. Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps. Click [Back to Plan Page] and [Submit]. Select “Client A” and access the ‘Treatment Plan Copy’ form. Select the plan previously filed and click [Edit]. Click [Launch Plan]. Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps. Click [Back to Plan Page] and close the form. Select “Client A” and access the ‘Treatment Plan’ form. Select the plan previously filed and click [Edit]. Click [Launch Plan]. Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps. 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: Results Entry 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 Select "Client A" and access the Order Entry Console. Search for and select "Complete Blood Count (CBC)" in the 'New Order' field. Validate the 'External Lab Vendor Destination' field contains the 'eVendor' associated with the order code. Validate the 'Electronic' checkbox is disabled and checked for 'Communication Method'. Validate the 'Specimen Type' field contains "Blood". Validate that "Lab Vendor Staff will Collect" is selected in the 'Specimen Collection' field. Validate the 'Duration' field contains "48" and that [Hours] is selected. Set the 'Addl Instructions' field to any value. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "Complete Blood Count". Validate that "Client A" is selected and access the "Results Entry" form. Select "Add" in the 'Add/Edit/Delete Result' field. Click [Select Order] and select the order for "Complete Blood Count" and click [OK]. Fill out all the required fields. Search for and select "Practitioner A" in the 'Ordering Practitioner' field and validate that the credentials are displayed. Click [File Header Info]. Validate a message is displayed stating "Header information filed" and click [OK]. Select the "Result Details" section. Select "Add" in the 'Add/Edit/Delete Result Detail' field. Validate the 'Header' field contains the information that was just created. Fill out all required fields and click [File Detail Info]. Validate a message is displayed stating "Detail Information filed" and click [OK]. Close the form. Access the 'Review Results' form for "Client A". Select the results information in the 'Select Results' field. Validate the 'Results' field contains the 'Ordering Practitioner' with staff credentials displayed in the format of First name Last name credentials ID#. In the 'Comments' field enter a value that is over 5000 characters. File the form and remain in the form. Retrieve the same result and validate that all characters are displayed for 'Comments' in the 'Review History' field. Close the form. Access the 'View Results' form for "Client A". Click [Display Results List/Select Result To View/Print]. Select the row for the "(CBC) Complete Blood Count" order. Validate the 'Result Information' field contains 'Ordering Practitioner' with staff credentials displayed in the format of First name Last name credentials ID#. Close the form.	Topics • Review Results • Results
Update 15 Summary \| Details 'Medications Dispensed' widget will display the name of the medication. Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Medications Dispensed Client Chart Scenario 1: 'Medications Dispensed' Widget validation of order name display. Specific Setup: 'Medications Dispensed' widget is added to a logged in user's home view. 'Medications Dispensed' form is added to Chart view. Registry Setting 'Avatar CWS->Other Chart Entry->Medications Dispensed->>>Select Medication from Avatar OE Order Codes' is set to 'Y'. This setting will use the Avatar OE Order Codes table. This will update the 'Medications Dispensed' option to include the 'Medication Order Code' lookup field and will remove the 'Medication Name' dictionary search field. Avatar OE must be installed in order to select 'Y'. Note that once this registry setting is set to 'Y' and OE Medications are selected, the setting can no longer be reset to 'N'. Steps Select any client "Client A" and access the 'Medications Dispensed' form. Populate the required fields selecting any medication from the 'Medication Order Code' field. File the form. Validate the correct medication and order code are displayed. Access "Client A's" chart view. Click the 'Medications Dispensed' link. Validate the correct medication and order code are displayed.	Topics • Registry Settings • NX • Medications Dispensed • Medications Dispensed widget
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 Access the ‘Manage Observer Caseload’ form. Search for and select “User A” in the ‘Select User’ field. Select “Caseload” in the ‘Use Observer Caseload or Unit Selection’ field. Select “Add” in the ‘Add or Remove Client From Caseload’ field. Search for and select “Client A” in the ‘Client’ field. Click [Update Caseload]. Validate the ‘Current Caseload’ field contains "Client A". Select “Add” in the ‘Add or Remove Client From Caseload’ field. Search for and select “Client B” in the ‘Client’ field. Click [Update Caseload]. Validate the ‘Current Caseload’ field contains “Client A” and “Client B”. Close the form. Create a report using the 'SYSTEM.radplus_caseload' table using the following fields: 'PATID', 'USERID' and 'caseload_type_CSM_value'. Filter the report by selecting "Client A's PATID" and "Client B's PATID" in the 'PATID' field. Validate the report contains two rows, one for "Client A" and one for "Client B". Validate that the 'USERID' field contains the username associated with "User A". Access the ‘Manage Observer Caseload’ form. Search for and select “Practitioner A” in the ‘Select User’ field. Select “Remove” in the ‘Add or Remove Client From Caseload’ field. Select “Client B” in the ‘Current Caseload’ field and click [Update Caseload]. 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]. Validate the ‘Current Caseload’ field contains "Client A". Refresh the report created using the 'SYSTEM.radplus_caseload' table. Validate the table does not contain a row of data for "Client B" Select the ‘Transfer Caseload’ section. Search for and select “User A” in the ‘Transfer Caseload From’ field. Search for and select “User B” in the ‘Transfer Caseload To’ field. Select "Client A" in the ‘Select Client’ field. Click [Transfer Caseload]. Refresh the report created using the 'SYSTEM.radplus_caseload' table. Validate that one row of data exists for "Client A" where the 'USERID' field now contains "User B". Return to the 'Manage Observer Caseload' form. Select the ‘Manage Caseload’ section. Search for and select “User B” in the ‘Select User’ field. Validate the ‘Current Caseload’ field contains "Client A". Select “Add” in the ‘Add or Remove Client From Caseload’ field. Select any unit in the ‘Unit’ field. Select all clients in the ‘Select Clients’ field. Click [Update Caseload]. Validate the ‘Current Caseload’ field contains all clients from the selected unit. Refresh the report created using the 'SYSTEM.radplus_caseload' table. Remove the filter on the 'PATID' field. Validate there are rows added for "Client A" and for all clients in unit "Team 1" all with "User B" in the 'USERID' field. Return to the 'Manage Observer Caseload' form. Search for and select “User B” in the ‘Select User’ field. Select “Remove” in the ‘Add or Remove Client From Caseload’ field. Select all clients in the ‘Select Clients’ field. Click [Update Caseload]. 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]. Close the form. Refresh the report created using the 'SYSTEM.radplus_caseload' table. Validate there are no rows of data with a 'caseload_type_CSM_value' of "NTST Observer". Access the ‘Manage Nursing Caseload’ form. Search for and select “User A” in the ‘Select User’ field. Select “Add” in the ‘Add or Remove Client From Caseload’ field. Search for and select “Client A” in the ‘Client’ field. Click [Update Caseload]. Validate the ‘Current Caseload’ field contains "Client A". Select “Add” in the ‘Add or Remove Client From Caseload’ field. Search for and select “Client B” in the ‘Client’ field. Click [Update Caseload]. Validate the ‘Current Caseload’ field contains “Client A” and “Client B”. Refresh the report created using the 'SYSTEM.radplus_caseload' table. Filter the report by selecting "Client A's PATID" and "Client B's PATID" in the 'PATID' field. Validate the table contains a row of data for "Client A" and "Client B" and the 'USERID' column for each row contains "User A". Validate the 'caseload_type_CSM_value' column for both rows of data contain "Nursing Caseload Assignment". Return to the ‘Manage Nursing Caseload’ form. Search for and select “User A” in the ‘Select User’ field. Select “Remove” in the ‘Add or Remove Client From Caseload’ field. Select “Client B” in the ‘Current Caseload’ field. Click [Update Caseload]. 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]. Validate the ‘Current Caseload’ field contains "Client A". Refresh the report created using the 'SYSTEM.radplus_caseload' table. Validate the table does not contain a row of data for "Client B" Return to the 'Manage Nursing Caseload' form. Select the ‘Transfer Caseload’ tab. Search for and select “User A” in the ‘Transfer Caseload From’ field. Search for and select “User B” in the ‘Transfer Caseload To’ field. Select all clients in the ‘Select Client’ field. Click [Transfer Caseload]. 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]. Refresh the report created using the 'SYSTEM.radplus_caseload' table. Validate a row for "Client A" is displayed where the 'USERID' field contains "User B" Return to the 'Manage Nursing Caseload' form. Select the ‘Manage Caseload’ tab. Search for and select "User B" in the ‘Select User’ field. Validate the ‘Current Caseload’ field contains "Client A". Select “Add” in the ‘Add or Remove Client From Caseload’ field. Select any unit in the ‘Unit’ field. Select all clients in the ‘Select Clients’ field. Click [Update Caseload]. Validate the ‘Current Caseload’ field contains "Client A" and all clients from the selected unit. Refresh the report created using the 'SYSTEM.radplus_caseload' table. Validate a row for each client from the selected unit is displayed where 'caseload_type_CSM_value' contains "Nursing Caseload Assignment". Return to the 'Manage Nursing Caseload' form. Search for and select “User B” in the ‘Select User’ field. Select “Remove” in the ‘Add or Remove Client From Caseload’ field. Select all clients in the ‘Select Clients’ field. Click [Update Caseload]. 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]. Close the form. Refresh the report created using the ‘SYSTEM.RADplus_caseload’ table. 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 Access the ‘Manage Nursing Caseload’ form. Search for and select “User A” in the ‘Select User’ field. Select “Add” in the ‘Add or Remove Client From Caseload’ field. Search for and select “Client A” in the ‘Client’ field. Click [Update Caseload]. Validate the ‘Current Caseload’ field contains "Client A". Select “Add” in the ‘Add or Remove Client From Caseload’ field. Search for and select “Client B” in the ‘Client’ field. Click [Update Caseload]. Validate the ‘Current Caseload’ field contains “Client A” and “Client B”. Close the form. Access the 'Nursing Caseload Assignment’ form. Validate the 'Currently Logged On User ID' field contains “User A". Validate the ‘Current Caseload’ field contains “Client A” and “Client B”. Close the form. Access the ‘Manage Nursing Caseload’ form. Search for and select “User A” in the ‘Select User’ field. Select “Remove” in the ‘Add or Remove Client From Caseload’ field. Select “Client B” in the ‘Current Caseload’ field and click [Update Caseload]. 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]. Validate the ‘Current Caseload’ field contains "Client A". Access the 'Nursing Caseload Assignment’ form. Validate the 'Currently Logged On User ID' field contains “User A". Validate the ‘Current Caseload’ field contains “Client A”. Close the form.	Topics • Manage Nursing Caseload • Manage Observer Caseload
Update 17 Summary \| Details 'Treatment Plan' web service Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: SoapUI - Add Treatment Plan SoapUI - Edit Treatment Plan SoapUI - Get Treatment Plan Scenario 1: Treatment Plan Web Service - Add Treatment Plan Specific Setup: A client is enrolled in an existing episode (Client A). The following signature fields must be added to the 'Treatment Plan' form via 'Site Specific Section Modeling: SS Treatment Plan Client Sign 1 (Field #52143 - This can be found in the 'Form and Table Documentation' form). SS Treatment Plan Part Sign 1 (Field #57020 - This can be found in the 'Form and Table Documentation' form). A console widget must be configured for the 'Treatment Plan' form ('Treatment Plan' widget). A view must be configured to have the 'Treatment Plans' widget and the 'Console Widget Viewer' (View A). Steps Access SoapUI for the 'TreatmentPlan' - 'AddTreatmentPlan' web service. Enter the system code that will be used to log into Avatar in the 'SystemCode' field. Enter the user name that will be used to log into Avatar in the 'UserName' field. Enter the password that will be used to log into Avatar in the 'Password' field. Enter the desired date in the 'PlanDate' field. Enter the desired value in the 'PlanName' field. Enter the desired value in the 'PlanType' field. Enter the desired value in the 'TreatmentPlanStatus' field. Enter a valid problem code in the 'SNOMEDCode' field. Enter the corresponding problem description in the 'SNOMEDDesc' field. Enter the desired value in the 'ProblemCodeStatus' field. Enter the desired date in the 'DateOfOnset' field. Enter the desired staff ID in the 'StaffResponsible' field. Enter the desired date in the 'DateOpened' field. Enter the desired value in the 'Problem' field. Enter the desired value in the 'Status' field. Populate any other desired fields. Enter "STAFF" in the 'Role' field. Enter the desired staff ID in the 'StaffMember' field. Enter "57020" in the 'TreatmentPlanParticipants' - 'SSSignature' - 'FieldNumber' field. Enter a base64 encoded signature value in the 'TreatmentPlanParticipants' - 'SSSignature' - 'FieldValue' field. Enter "52143" in the 'SSSignature' - 'FieldNumber' field. Enter a base64 encoded signature value in the 'SSSignature' - 'FieldValue' field. Enter "Client A" in the 'ClientID' field. Enter "1" in the 'EpisodeNumber' field. Enter "CWS60000" in the 'OptionID' field. Click [Run]. Validate the 'Confirmation' field contains the unique ID for the treatment plan filed. Validate the 'Message' field contains: "Treatment Plan web service has been filed successfully". Select "Client A" and access "View A". Validate the 'Treatment Plan' widget contains the record added in the previous steps. Click [View]. Validate the 'Console Widget Viewer' displays all treatment plan data filed in the previous steps. Validate the 'SS Treatment Plan Client Sign 1' field contains the signature added in the previous steps. Validate the 'SS Treatment Plan Part Sign 1' field contains the signature added in the previous steps. Click [Close All]. Scenario 2: Treatment Plan Web Service - Edit Treatment Plan Specific Setup: A client is enrolled in an existing episode and has a draft 'Treatment Plan' on file (Client A). The following signature fields must be added to the 'Treatment Plan' form via 'Site Specific Section Modeling: SS Treatment Plan Client Sign 1 (Field #52143 - This can be found in the 'Form and Table Documentation' form). SS Treatment Plan Part Sign 1 (Field #57020 - This can be found in the 'Form and Table Documentation' form). A console widget must be configured for the 'Treatment Plan' form ('Treatment Plan' widget). A view must be configured to have the 'Treatment Plans' widget and the 'Console Widget Viewer' (View A). Steps Access SoapUI for the 'TreatmentPlan' - 'EditTreatmentPlan' web service. Enter the system code that will be used to log into Avatar in the 'SystemCode' field. Enter the user name that will be used to log into Avatar in the 'UserName' field. Enter the password that will be used to log into Avatar in the 'Password' field. Enter the original date on file in the 'PlanDate' field. Enter the desired value in the 'PlanName' field. Enter the desired value in the 'PlanType' field. Enter the desired value in the 'TreatmentPlanStatus' field. Enter a valid problem code in the 'SNOMEDCode' field. Enter the corresponding problem description in the 'SNOMEDDesc' field. Enter the desired value in the 'ProblemCodeStatus' field. Enter the desired date in the 'DateOfOnset' field. Enter the desired staff ID in the 'StaffResponsible' field. Enter the desired date in the 'DateOpened' field. Enter the desired value in the 'Problem' field. Enter the desired value in the 'Status' field. Populate any other desired fields. Enter "STAFF" in the 'Role' field. Enter the desired staff ID in the 'StaffMember' field. Enter "57020" in the 'TreatmentPlanParticipants' - 'SSSignature' - 'FieldNumber' field. Enter a base64 encoded signature value in the 'TreatmentPlanParticipants' - 'SSSignature' - 'FieldValue' field. Enter "52143" in the 'SSSignature' - 'FieldNumber' field. Enter a base64 encoded signature value in the 'SSSignature' - 'FieldValue' field. Enter "Client A" in the 'ClientID' field. Enter "1" in the 'EpisodeNumber' field. Enter the unique ID for the existing 'Treatment Plan' record in the 'TPUniqueID' field. Click [Run]. Validate the 'Confirmation' field contains the unique ID for the treatment plan filed. Validate the 'Message' field contains: "Treatment Plan web service has been filed successfully". Select "Client A" and access "View A". Validate the 'Treatment Plan' widget contains the record updated in the previous steps. Click [View]. Validate the 'Console Widget Viewer' displays all treatment plan data updated in the previous steps. Validate the 'SS Treatment Plan Client Sign 1' field contains the signature updated in the previous steps. Validate the 'SS Treatment Plan Part Sign 1' field contains the signature updated in the previous steps. Click [Close All]. Scenario 3: Treatment Plan Web Service- Get Treatment Plan Specific Setup: A client is enrolled in an existing episode and has a 'Treatment Plan' on file (Client A). The following signature fields must be added to the 'Treatment Plan' form via 'Site Specific Section Modeling': SS Treatment Plan Client Sign 1 (Field #52143 - This can be found in the 'Form and Table Documentation' form). SS Treatment Plan Part Sign 1 (Field #57020 - This can be found in the 'Form and Table Documentation' form). Steps Access SoapUI for the 'TreatmentPlan' - 'GetTreatmentPlan' web service. Enter the system code that will be used to log into Avatar in the 'SystemCode' field. Enter the user name that will be used to log into Avatar in the 'UserName' field. Enter the password that will be used to log into Avatar in the 'Password' field. Enter "Client A" in the 'ClientID' field. Enter the unique ID for the existing 'Treatment Plan' record in the 'TPUniqueID' field. Click [Run]. Validate the 'GetTreatmentPlanResponse' field contains the 'Treatment Plan' data on file. Validate the signatures on file are returned in a base64 encoded format. Please note: you can use any online decoder to confirm the base64 value matches the signature on file.	Topics • Treatment Plan • Web Services • Signatures
Update 18 Summary \| Details 'Preferred Weight For Displays/Reports' Registry Setting 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 Select "Client A" and access the 'Vitals Entry' form. Select "Add" from the 'Add/Edit/Delete Vital Sign' field. Enter the desired date in the 'Date' field. Enter the desired time in the 'Time' field. Select "No" from the 'Refused Vitals' field. Populate all remaining vital sign fields. Click [Submit] and [No]. Select "Client A" and navigate to the 'Recent Vitals' widget. 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 Select "Client A" and access the 'Vitals Entry' form. Select "Add" in the 'Update Vital Sign' field. Enter the desired date in the 'Date' field. Enter the desired time in the 'Time' field. Select "No" in the 'Refused Vitals' field. Populate all remaining vital sign fields. Click [Submit] and [No]. Double click on "Client A" in the 'My Clients' widget. Validate the 'Chart View' is displayed. Select "Vitals Entry" from the left-hand side. Validate the vitals entered in the previous steps are displayed. 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 Select "Client A" and access the 'Vitals Entry' form. Select "Add" from the 'Add/Edit/Delete Vital Sign' field. Enter the desired date in the 'Date' field. Enter the desired time in the 'Time' field. Select "No" from the 'Refused Vitals' field. Populate all remaining vital sign fields. Click [Submit] and [No]. Select "Client A" and navigate to the 'Vital Signs' widget. 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 Select "Client A" and access the 'Vitals Entry' form. Select "Add" in the 'Update Vital Sign' field. Enter the desired date in the 'Date' field. Enter the desired time in the 'Time' field. Select "No" in the 'Refused Vitals' field. Enter the desired value in the 'Systolic' and 'Diastolic' fields. Populate all remaining vital sign fields. Click [Submit] and [No]. Access Crystal Reports or other SQL Reporting Tool. Create a report using the 'SYSTEM.cw_vital_signs' SQL table. Validate rows are displayed for the vitals entered in the previous steps. Validate the 'ID' field contains a unique identifier. Validate the 'data_entry_date' field contains the date entered in the previous steps. Validate the 'data_entry_time' field contains the time entered in the previous steps. Validate the 'RV reading_value' field contains "No". Validate the 'BPS reading_value' field contains the value entered in the previous steps. Validate the 'BPD reading_value' field contains the value entered in the previous steps. Validate the 'BP vital sign' field contains "Blood Pressure (Label)". 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 Access the 'Registry Settings' form Set the 'Limit Registry Settings to the Following Search Criteria' field to "preferred weight for displays/reports". Click [View Registry Settings]. Set the 'Registry Setting Value' field to "1". Click [Submit], [OK] and [No]. Select "Client A" and access the 'Vitals Entry' form. Select "Add" from the 'Add/Edit/Delete Vital Sign' field. Enter the desired date in the 'Date' field. Enter the desired time in the 'Time' field. Select "No" from the 'Refused Vitals' field. Enter the desired value in the 'Weight' field. Populate all remaining vital sign fields. Click [Submit] and [No]. Select "Client A" and navigate to the 'Vital Signs' widget. Validate the vitals entered in the previous steps are displayed. Validate the 'Weight' field is displayed in lbs. Navigate to the 'Recent Vitals' widget. Validate the vitals entered in the previous steps are displayed. Validate the 'Weight' field is displayed in lbs. Access the 'Vitals Entry' form. Select the 'Vitals Reports' section. Click [Start Date T] and [End Date T]. Select "All" in the 'Vital Sign(s) for Report' field. Set the 'Start Time' to the desired time. Click [End Time Current Time] and [View Report]. Validate the vitals entered in the previous steps are displayed. Validate the 'Weight' field is displayed in lbs. Close the report and the form. Access the 'Registry Settings' form Set the 'Limit Registry Settings to the Following Search Criteria' field to "preferred weight for displays/reports". Click [View Registry Settings]. Set the 'Registry Setting Value' field to "2". Click [Submit], [OK] and [No]. Select "Client A" and navigate to the 'Vital Signs' widget. Validate the vitals entered in the previous steps are displayed. Validate the 'Weight' field is displayed in kgs. Navigate to the 'Recent Vitals' widget. Validate the vitals entered in the previous steps are displayed. Validate the 'Weight' field is displayed in kgs. Access the 'Vitals Entry' form. Select the 'Vitals Reports' section. Click [Start Date T] and [End Date T]. Select "All" in the 'Vital Sign(s) for Report' field. Set the 'Start Time' to the desired time. Click [End Time Current Time] and [View Report]. Validate the vitals entered in the previous steps are displayed. Validate the 'Weight' field is displayed in kgs. 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 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 Access the 'Progress Notes (Group and Individual)' form. Enter "Client A" in the 'Select Client' field. Select any value in the 'Select Episode' field. Select "New Service" in the 'Progress Note For' field. Select any value in the 'Note Type' field. Enter any value in the 'Notes Field' field. Enter the desired practitioner in the 'Practitioner' field. Enter the current date in the 'Date Of Service' field. Enter any value in the 'Service Code' field. Select "Final" in the 'Draft/Final' field. Click [File Note]. Validate a "Progress Notes" message is displayed stating: Note Filed. Click [OK]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' field. Enter the current date in the 'Through Date' field. Enter "Client A" in the 'Client ID' field. Click [View Activity Log]. Select "ProgressNoteCreated" in the 'Activity Type' field. Click [Click to View Record]. Validate all progress note data displays as expected. 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: View Results 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 Access the 'Results Importing' form. Set the 'File Path for Import' field to the path for "File A" and click [Import]. Validate a message displays stating "Import Complete", click [OK], and close the form. Select "Client A" and access the 'View Results' form. Click [Display Results List/Select Result To View/Print]. Select "the result imported" from the 'Select Result' checklist and click [OK]. Click [Print Result(s)]. Validate the PDF displays with the appropriate data and close the form. Access the 'Clinical Document Viewer' form for Avatar CWS. Select "Individual" from the 'Select All or Individual Client' field. Set the 'Select Client' field to "Client A". Validate the 'Episode' field is equal to "All" and click [Process]. Click the 'View' checkbox in the row for the result filed for the current date and click [View]. Validate the PDF displays with all appropriate data. Microbiology results 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 Access the Order Entry Console for "Client A". Search for and select a microbiology order code in the 'New Order' field. Set the 'Duration' field to "5" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for the microbiology order created. File the "Preliminary" microbiology result file via the 'CareConnect' process. Create a report using the 'SYSTEM.results_detail' table including fields 'PATID', 'data_entry_date', and 'observation_value'. Filter the report for "Client A" and the current date. Validate one row is displayed with "In Progress" in the 'observation_value' field. File the "Final" microbiology result file via the 'CareConnect' process. Refresh the 'SYSTEM.results_detail' table. Validate the "In Progress" row no longer displays and rows are created for the result filed.	Topics • NX • Results • Microbiology
Update 21 Summary \| Details Recent Lab Results Widget Template Performance Improvement Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Profile / Physicians Orders Results Entry Scenario 1: Recent Lab Results Widget Template Validation Specific Setup: The registry setting "Enable Templates on Demand for SQL Widget" is enabled. Admit or select an existing client who has an address on file. Steps Enter a lab order using the "Client Profile/Physicians Orders" form. Using the "Results Entry" form, enter a result for the lab order as follows: “Add” a result Click “Select Order” and select the order from Step 1 Enter any data desired in the required ‘Filler Order #’ field Under ‘Universal Service ID Code Lookup’ select “Contains search string” and search for the desired result by name Populate the ‘Specimen Collected Date’, ‘Specimen Collected Time’, ‘Specimen Received Date’, and ‘Specimen Received Time’ fields with dates/times within 5 days of current. Click “File Header Info” Navigate to the ‘Result Details’ tab “Add” Result Detail Under ‘Universal ID Code’ select “Contains search string” and search for the desired result Under ‘Observation Result Status Code’ select any code Populate the ‘Observation Date’ and ‘Observation Time’ fields with dates/times within 5 days of current. Click “File Detail Info” and “Exit Option” Open any form such as a progress note that has a scrolling free text field type. Navigate to the scrolling free text field. Click the widget template icon next to the scrolling free text field. Click "Widget Templates". Click "Client". Click "Recent Lab Results". Click "Active Diagnoses" Validate the scrolling free text field is populated with the client's recent lab results and active diagnoses. Complete the form and file the data. Scenario 2: Validate data results using "User Defined " text templates Specific Setup: The registry setting "Enable Templates on Demand for SQL Widget" is enabled. Have access to a form that contains as scrolling text field, for example a progress note form. Steps Open the form Navigate to the scrolling free text field. "Right-Click" in the field (In "Avatar NX", click the widget template icon next field) Select "User Defined Template". Click "Manage Templates". Set the "Template Name" to a desired name [TemplateTest] Add fields such as Street, City, State, Zip by dragging from the right side panel Type in text in the field that also includes carriage return line feeds within the text Click the [Preview] button Validate the "Preview" window, displays all data as expected including the line feeds Click [OK] Click [Add] Validate [TemplateTest] displays in the bottom panel under "My Templates" Click [Save] "Right-Click" in the field Click "User Defined Templates" Select [TemplateTest] template Validate the field is populated with data and text based on the template set up in step 1 Validate all data is formatted as expected, including any carriage return line feeds included in the template Submit the form Return to the form and select the row just submitted Navigate to the scrolling text field Validate the data populated and formatted in the field is as expected, including any carriage return line feeds included in the template	Topics • Widgets • NX
Update 22 Summary \| Details Progress Notes - Significant Findings - Future Dates Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Significant Findings Scenario 1: New Service note in 'Progress Notes (Group and Individual)' Specific Setup: Using 'Site Specific Section Modeling', 3 fields must be created: A date field "TestingTheAllow" set to allow future dates ("No"). A date field "TestingTheError" set to an error dialog when future dates are selected ("Error"). A date field "TestingTheWarning" set to a warning ("Warning"). A client must be enrolled in an existing episode (Client A). Steps Select "Client A" and access the 'Progress Notes (Group and Individual)' form. Select desired episodes from the 'Request Episode(s)' field. Select 'New Service'. Select "Psychologist" from the 'Note Type' field. Set 'Notes Field' field to "test". Search for and select a valid practitioner in the 'Practitioner' field. Set the 'Date Of Service' field to a future date. Validate the 'Warning' Dialog is displayed and click [Cancel]. Set the 'Date Of Service' field to a date in the past. Validate the 'Date Of Service' field is set to a date in the past. Search for and select any desired code in the 'Service Charge Code'. Select "Draft" from the 'Draft/Final' field. Set the 'Date' field to the current date. Set the 'TestingTheWarning' field to a future date. Validate the 'Warning' Dialog is displayed and click [Cancel]. Set the 'TestingTheWarning' field to a future date. Validate the 'Warning' Dialog is displayed and click [OK]. Validate the 'TestingTheWarning' field contains a future date. Set the 'TestingTheWarning' field to the current date. Validate the 'TestingTheWarning' field is set to the current date. Set the 'TestingTheError' field to a date future date. Validate the 'Error' Dialog is displayed and click [OK]. Set the 'TestingTheError' field to the current date. Validate the 'TestingTheError' field is set to the current date. Set the 'TestingTheAllow' field to a future date. Validate the 'TestingTheAllow' field is set to a future date. Click [File Note]. Access the clients chart and confirm a new progress form was filed. Scenario 2: Significant Findings - Vital Sign Specific Setup: The 'Avatar CWS->Other Chart Entry->Significant Findings->->->Allow Future Significant Finding Date' registry setting must be set to "1". A client must be enrolled in an existing episode (Client A). Steps Select "Client A" and access the 'Vitals Entry' form. Select "Add" in the 'Update Vital Sign' field. Enter the current date in the 'Date' field. Enter "9:00 AM" in the 'Time' field. Populate all desired fields. Click [Submit] and [No] to exit the form. Select "Client A" and access the 'Significant Findings' form. Set the 'Significant Finding Date' field to a future date. Validate the 'Significant Finding Date' field is a future date. Set the "Allow Future Significant Finding Date" registry setting to "2". Log out of the application and log back in. Select "Client A" and access the 'Significant Findings' form. Set the 'Significant Finding Date' field to a future date. Validate the 'Warning' Dialog is displayed and click [Cancel]. Set the 'Significant Finding Date' field to the current date. Validate the 'Significant Finding Date' field is set to the current date. Enter the current time in the 'Significant Finding Time' field. Validate the 'Findings' field contains the vitals filed in the previous steps. Validate the 'Findings' field is sorted in descending chronological order. Close the form. Select "Client A" and access the 'Vitals Entry' form. Select "Add" in the 'Update Vital Sign' field. Enter the current date in the 'Date' field. Enter "9:00 AM" in the 'Time' field. Populate all desired fields. Click [Submit] and [No] to exit the form. Set the "Allow Future Significant Finding Date" registry setting to "3". Log out of the application and log back in. Select "Client A" and access the 'Significant Findings' form. Set the 'Significant Finding Date' field to a future date. Validate the 'Error' Dialog is displayed and click [OK]. Set the 'Significant Finding Date' field to the current date. Validate the 'Significant Finding Date' field is set to the current date. Set the 'Significant Finding Time' field to a future time. Validate the 'Error' Dialog is displayed and click [OK]. Enter the current time in the 'Significant Finding Time' field. Validate the 'Findings' field contains the vitals filed in the previous steps. Validate the 'Findings' field is sorted in descending chronological order. Close the form.	Topics • Progress Notes • Vitals
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: 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 Select "Client A" and access the 'Results Entry' form. Select "Add" in the 'Add/Edit/Delete Result' field. Populate the required and desired fields. Click [File Header]. Validate a dialog is displayed stating "Header information filed" and click [OK]. Select the 'Result Details' item. Select "Add" in the 'Add/Edit/Delete Result Detail' field. Click [Select Header]. Validate the header filed in the previous steps is present. Select the result and click [OK]. Populate all required and desired fields. Enter today's date in the 'Observation Date' field. Enter the desired time in the 'Received Time' field. Click [File Detail Info]. Validate a dialog is displayed stating "Detail information filed" and click [OK]. Close the form. Navigate to the 'Results By Caseload' widget. Click the refresh button. Select "Today" in the 'Range to View' field. Validate a new row is added for the result. Select the row and click [View Result]. Validate the 'Review Results' form opens with the entry. Select the result in the 'Select Results' field and click [Submit]. Refresh the widget. 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 Select "Client A" and access the 'Results Entry' form. Select "Add" in the 'Add/Edit/Delete Result' field. Populate the required and desired fields. Click [File Header]. Validate a dialog is displayed stating "Header information filed" and click [OK]. Select the 'Result Details' item. Select "Add" in the 'Add/Edit/Delete Result Detail' field. Click [Select Header]. Validate the header filed in the previous steps is present. Select the result and click [OK]. Populate all required and desired fields. Enter today's date in the 'Observation Date' field. Enter the desired time in the 'Received Time' field. Click [File Detail Info]. Validate a dialog is displayed stating "Detail information filed" and click [OK]. Close the form. Navigate to the 'Results By Caseload' widget. Click the refresh button. Select "Month" in the 'Range to View' field. Validate a new row is added for the result. Select the row and click [View Result]. Validate the 'Review Results' form opens with the entry. Select the result in the 'Select Results' field and click [Submit]. Refresh the widget. Validate the row is no longer present in the 'Results by Caseload' widget.	Topics • Results Entry • Results by Caseload widget
Update 24 Summary \| Details Zynx Library Import and Ordering of Results in the 'Treatment Plan' form. Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Treatment Plan Definition Scenario 1: Treatment Plan Definition - Export Library / Import Library Specific Setup: A treatment plan library must already exist in the system via the 'Treatment Plan Definition' form. Steps Access the ‘Treatment Plan Definition’ form. Select the ‘Export Library’ section. Click [Select Library]. Select any existing library and click [Return]. Click [Export File]. Navigate to the desired location and click save. Navigate to the location of the exported library. Validate that the exported library is displayed. Select the ‘Import Library’ section. Click [Select File]. Navigate to the location of the exported library and click [OK]. Click [Validate Import]. Validate a message displays stating “Library with this name exists. Importing the file will overwrite current library. Do you want to continue?” and click [Yes]. Validate the ‘Import Results’ field contains no errors. Click [Import File]. Validate a message displays stating “Library with this name already exists. Are you sure you want to delete the old library and import the file?” and click [Yes]. Validate a message displays stating “Library Import Complete” and click [OK]. Select the ‘Library Definition’ section. Click [Select Library]. Select the import library and click [Return]. Click [Print Library]. Validate the ‘Treatment Plan Library Report’ report contains all imported information for the library selected. Close the report and the form. Scenario 2: Treatment Plan Definition - Import existing Zynx Library Specific Setup: Two Treatment Plan libraries must already exist in the 'Treatment Plan Definition' form. (Library A & Library B) Must have an XML file that contains the two previously defined Treatment Plan libraries. Steps Access the ‘Treatment Plan Definition’ form. Select the 'Import Library' section. Select "FHIR Care Plan" from the 'File Format' field and click [Select File]. Select an XML file containing the existing libraries and click [Validate Import]. Validate the 'Import Library' dialog states: "One or more libraries from this file already exists in the system and will be overwritten. Do you want to overwrite all of them? Select Yes if so, select No to evaluate them on a case by case basis." Click [Yes]. Select the 'Library Definition' section and click [Select Library]. Validate the two existing libraries are displayed and click [Return]. Select the 'Import Library' section. Select "FHIR Care Plan" from the 'File Format' field and click [Select File]. Select an XML file containing the existing libraries and click [Validate Import]. Validate the 'Import Library' dialog states: "One or more libraries from this file already exists in the system and will be overwritten. Do you want to overwrite all of them? Select Yes if so, select No to evaluate them on a case by case basis." Click [No]. Validate the 'Import Library' dialog states: "The library "Library A" with the same external ID already exists. Are you sure you want to overwrite the old library and import the file?" and click [Yes]. Validate the 'Import Library' dialog states: "The library "Library B" with the same external ID already exists. Are you sure you want to overwrite the old library and import the file?" and click [No]. Select the 'Library Definition' section and click [Select Library]. Validate the two existing libraries are displayed and click [Return]. Treatment Plan - Search Results 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 Select “Client A” and access the ‘Treatment Plan’ form. Set the ‘Plan Date’ field to the current date. Set the ‘Plan Name’ to any value. Select any value in the ‘Plan Type’ field. Set the 'Strengths' field to any value. Set the 'Weaknesses' field to any value. Set the 'Discharge Planning' field to any value. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan]. Click [Add New Problem]. Set the ‘Problem Code’ field to any value. Select “Active” in the ‘Status (Problem List)’ field. Set the ‘Problem’ field to any value. Select any value in the ‘Status’ field. Click [Add New Goal]. Set the ‘Goal’ field to any value. Select any value in the ‘Status’ field. Click [Add New Objective]. Set the ‘Objective’ field to any value. Select any value in the ‘Status’ field. Click [Add New Intervention]. Set the ‘Intervention’ field to any value. Select any value in the ‘Status’ field. Click [Back to Plan Page]. Close the form. Select “Client A” and access the ‘Treatment Plan’ form. Validate the ‘Load From Backup’ dialog displays with a message stating: “You have an unsubmitted backup of a plan from [the current date] and [the current time]. Would you like to load it instead of creating a new one?" and click [Yes]. Validate the 'Strengths' field contains the value previously filed. Validate the 'Weaknesses' field contains the value previously filed. Validate the 'Discharge Planning' field contains the value previously filed. Click [Launch Plan]. Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added. Click [Exit to Home View].	Topics • Treatment Plan • myAvatar/myAvatar NX • Treatment Plan Definition
Update 26 Summary \| Details Vital Signs - 'SYSTEM.cw_vital_sign' SQL table 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 Select "Client A" and access the 'Vitals Entry' form. Select "Add" from the 'Add/Edit/Delete Vital Sign' field. Enter the desired date in the 'Date' field. Enter the desired time in the 'Time' field. Select "No" from the 'Refused Vitals' field. Populate all remaining vital sign fields. Click [Submit] and [No]. Select "Client A" and navigate to the 'Recent Vitals' widget. 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 Select "Client A" and access the 'Vitals Entry' form. Select "Add" in the 'Update Vital Sign' field. Enter the desired date in the 'Date' field. Enter the desired time in the 'Time' field. Select "No" in the 'Refused Vitals' field. Populate all remaining vital sign fields. Click [Submit] and [No]. Double click on "Client A" in the 'My Clients' widget. Validate the 'Chart View' is displayed. Select "Vitals Entry" from the left-hand side. Validate the vitals entered in the previous steps are displayed. 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 Select "Client A" and access the 'Vitals Entry' form. Select "Add" from the 'Add/Edit/Delete Vital Sign' field. Enter the desired date in the 'Date' field. Enter the desired time in the 'Time' field. Select "No" from the 'Refused Vitals' field. Populate all remaining vital sign fields. Click [Submit] and [No]. Select "Client A" and navigate to the 'Vital Signs' widget. 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 Select "Client A" and access the 'Vitals Entry' form. Select "Add" in the 'Update Vital Sign' field. Enter the desired date in the 'Date' field. Enter the desired time in the 'Time' field. Select "No" in the 'Refused Vitals' field. Enter the desired value in the 'Systolic' and 'Diastolic' fields. Populate all remaining vital sign fields. Click [Submit] and [No]. Access Crystal Reports or other SQL Reporting Tool. Create a report using the 'SYSTEM.cw_vital_signs' SQL table. Validate rows are displayed for the vitals entered in the previous steps. Validate the 'ID' field contains a unique identifier. Validate the 'data_entry_date' field contains the date entered in the previous steps. Validate the 'data_entry_time' field contains the time entered in the previous steps. Validate the 'RV reading_value' field contains "No". Validate the 'BPS reading_value' field contains the value entered in the previous steps. Validate the 'BPD reading_value' field contains the value entered in the previous steps. Validate the 'BP vital sign' field contains "Blood Pressure (Label)". 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 Select "Client A" and access the 'Vitals Entry' form. Select "Add" from the 'Add/Edit/Delete Vital Sign' field. Enter the desired date in the 'Date' field. Enter the desired time in the 'Time' field. Select "No" from the 'Refused Vitals' field. Populate all remaining vital sign fields. Click [Submit] and [No]. Select "Client A" and navigate to the 'Recent Vitals' widget. 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 Select "Client A" and access the 'Vitals Entry' form. Select "Add" in the 'Update Vital Sign' field. Enter the desired date in the 'Date' field. Enter the desired time in the 'Time' field. Select "No" in the 'Refused Vitals' field. Populate all remaining vital sign fields. Click [Submit] and [No]. Double click on "Client A" in the 'My Clients' widget. Validate the 'Chart View' is displayed. Select "Vitals Entry" from the left-hand side. Validate the vitals entered in the previous steps are displayed. 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 Select "Client A" and access the 'Vitals Entry' form. Select "Add" from the 'Add/Edit/Delete Vital Sign' field. Enter the desired date in the 'Date' field. Enter the desired time in the 'Time' field. Select "No" from the 'Refused Vitals' field. Populate all remaining vital sign fields. Click [Submit] and [No]. Select "Client A" and navigate to the 'Vital Signs' widget. 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 Select "Client A" and access the 'Vitals Entry' form. Select "Add" in the 'Update Vital Sign' field. Enter the desired date in the 'Date' field. Enter the desired time in the 'Time' field. Select "No" in the 'Refused Vitals' field. Enter the desired value in the 'Systolic' and 'Diastolic' fields. Populate all remaining vital sign fields. Click [Submit] and [No]. Access Crystal Reports or other SQL Reporting Tool. Create a report using the 'SYSTEM.cw_vital_signs' SQL table. Validate rows are displayed for the vitals entered in the previous steps. Validate the 'ID' field contains a unique identifier. Validate the 'data_entry_date' field contains the date entered in the previous steps. Validate the 'data_entry_time' field contains the time entered in the previous steps. Validate the 'RV reading_value' field contains "No". Validate the 'BPS reading_value' field contains the value entered in the previous steps. Validate the 'BPD reading_value' field contains the value entered in the previous steps. Validate the 'BP vital sign' field contains "Blood Pressure (Label)". Close the report.	Topics • Vitals Entry • Chart View • NX
Update 28 Summary \| Details Avatar eMAR - Lines/Tubes//Drains/Devices Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Flowsheet Scenario 1: Avatar eMAR - Lines/Tubes/Drains/Devices - Infusions enabled Specific Setup: Avatar CareFabric 2022 Update 20, Avatar CWS 2022 Update 28, Avatar eMAR 2022 Update 15, Avatar OE 2022 Update 14 and, a myAvatar Client Update or Upgrade are required in order to utilize full functionality. The ‘(22100) Applicable CareFabric LTDD Types’ extended attribute must be set to the appropriate 'Lines/Tubes/Drains/Devices' in the Order Entry Tabled Files ‘(10181) Route of Administration’ dictionary for “Intravenous”. LTDD Flowsheet CarePOV must be configured A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the 'Flowsheet'. Click the 'LTDD' tab. Add a 'Line/Tube/Drain/Device' Access the Order Entry Console. Create an Intravenous Order (Order A). Access the 'eMAR' widget. Perform 'Client Education' and 'Order Acknowledgement' on "Order A". Double click any administration cell for "Order A". Populate the required fields and select the 'Line/Tube/Drain/Device' created in Flowsheet. File the administration and validate the selected cell contains the appropriate administration information. Scenario 2: Avatar eMAR - Lines/Tubes/Drains/Devices - Infusions disabled Specific Setup: Avatar CareFabric 2022 Update 20, Avatar CWS 2022 Update 28, Avatar eMAR 2022 Update 15, Avatar OE 2022 Update 14 and, a myAvatar Client Update or Upgrade are required in order to utilize full functionality. LTDD Flowsheet CarePOV must be configured A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the 'Flowsheet'. Click the 'LTDD' tab. Add a 'Line/Tube/Drain/Device' Access the Order Entry Console. Create an Intravenous Order (Order A). Access the 'eMAR' widget. Perform 'Client Education' and 'Order Acknowledgement' on "Order A". Double click any administration cell for "Order A". Populate the required fields and select the 'Line/Tube/Drain/Device' created in Flowsheet. File the administration and validate the selected cell contains the appropriate administration information.	Topics • Avatar eMAR
Update 29 Summary \| Details Allergies and Hypersensitivities - No Known Food/Medications Allergies 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 Access the 'Allergies and Hypersensitivities' form for "Client A". Validate the 'Client Header' displays 'Allergies' contains "No Known Medication or Food Allergies". Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field. Click [Update] and [New Row]. Create a food allergy for "SHELLFISH (MDX-2891)" and click [Save]. Validate the 'Known Food Allergies' field is set to "Yes". Select "No" in the 'Known Medication Allergies' field. Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field. Select 'Yes' in the' Allergies/Hypersensitivities Reviewed' field and click [Submit]. Access the 'Allergies and Hypersensitivities' form for "Client A". Validate the 'Client Header' displays "Allergies (1) " with a red icon. Click [Update] and [New Row]. Set the 2nd 'Allergen/Reactant' field to "amoxicillin" and press Tab. Create a drug allergy "AMOXICILLIN (MDX-376) (RxNorm=723)" and click [Save]. Select 'Yes' in the 'Allergies/Hypersensitivities Reviewed' field and click [Submit]. Access the 'Allergies and Hypersensitivities' form for "Client A". Validate the 'Client Header' displays "Allergies (2)" with a red icon. Scenario 2: 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 Access the 'Allergies and Hypersensitivities' form for "Client A". Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field. Click [Update] and [New Row]. Set the 'Allergen/Reactant' field to "shellfish" and press Tab. Validate the 'Allergen/Reactant' field is equal to "SHELLFISH (MDX-2891) (SNOMED=735029006) (MDX-2891)". Set the 'Date Recognized' field to the current date and press Tab. Set the 'Status' cell to "Confirmed". Validate the 'Date Recorded' cell contains the current date and click [Save]. Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field. Select 'Yes' in the' Allergies/Hypersensitivities Reviewed' field. Validate the 'Known Food Allergies' field is set to "Yes". Select "No" in the 'Known Medication Allergies' field. Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field and click [Submit]. Access the 'Allergies and Hypersensitivities' form for "Client A". Validate the 'Client Header' displays "Allergies (1) " with a red icon. Click [Update] and [New Row]. Set the 2nd 'Allergen/Reactant' field to "amoxicillin" and press Tab. Select "AMOXICILLIN (MDX-376) (RxNorm=723)" and click [Select]. Set the 2nd 'Date Recognized' field to the current date and press Tab. Set the 2nd 'Status' field to "Confirmed". Validate the 2nd 'Date Recorded' cell contains the current date and click [Save]. Validate the 'Known Medication Allergies' field is set to "Yes". Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field. Select 'Yes' in the 'Allergies/Hypersensitivities Reviewed' field and click [Submit]. Access the 'Allergies and Hypersensitivities' form for "Client A". Validate the 'Client Header' displays "Allergies (2)" with a red icon. Click [Update]. Set both rows created to "Void" in the 'Status' column and click [Save] Select "No" in the 'Known Medication Allergies' field. Select "No" in the 'Known Food Allergies' field. Select "Yes" in the 'Allergies/Hypersensitivities Reviewed' field and click [Submit]. Access the 'Allergies and Hypersensitivities' form for "Client A". Validate the Client Header text contains "Allergies (0) Allergies Reviewed = Yes (current date) No Known Medication or Food Allergies ".	Topics • Allergies and Hypersensitivities
Update 30 Summary \| Details Treatment Plan - Retain Signature Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Create New Treatment Plan Dynamic Form Create Treatment Plan Dynamic Form Create New Treatment Plan Treatment Plan Number 6 System Security Defaults Scenario 1: Treatment Plan - Form Validations Specific Setup: A client is enrolled in an existing episode (Client A). Document Routing is enabled on the 'Treatment Plan' Form. 'My To Do's' widget is enabled on the 'myDay' view. Please note: Text wrap feature is for Avatar NX systems only. Steps Select "Client A" and access the 'Treatment Plan' form. Enter "T" in the 'Plan Date' field. Validate the current date is displayed in the 'Plan Date' field. Click [Plan Date T]. Validate the current date is displayed in the 'Plan Date' field. Select the desired date in the 'Plan Date' field. Select the desired value in the 'Plan Type' field. Select "Draft" in the 'Treatment Plan Status' field. Validate the 'Problems' label displays above the 'Problems' grid. Validate the 'Plan Participants' label displays above the 'Plan Participants' grid. Populate any desired fields. Click [Submit]. Select "Client A" and access the 'Treatment Plan' form. Verify the plan filed in the previous steps. Click [Launch Plan] and [Add New Problem]. Populate required and desired fields. Enter a very long string of characters in the 'Problem' field. Click [Add New Goal]. Enter a very long string of characters in the 'Goal' field. Click [Add New Objective]. Enter a very long string of characters in the 'Objective' field. Click [Add New Intervention]. Enter a very long string of characters in the 'Intervention' field. Check off the 'Wrap Text' field. Validate the text is wrapped. Uncheck the 'Wrap Text' field. Validate the text is not wrapped. Click [Return to Plan] and [OK]. Click [Final - Treatment Plan Status] and [Submit]. Sign the plan. Select "Client A" and navigate to 'To Do's' widget. Verify the 'Documents to Sign' field contains the Treatment Plan filed in the previous steps. Click [Review]. Verify the 'Document Preview' contains the information filed in the previous steps. Click [Sign] and [Close]. Select "Client A" and access the 'Treatment Plan' form. Select the finalized treatment plan from the previous steps. Click [Edit] Validate a 'Treatment Plan' dialog stating "This plan is marked as Final. Changes are not allowed. Do you want to continue?" Click [Yes]. Validate the data displays. Click [Launch Plan]. Select an item from the treatment plan. Validate the field are disabled. Validate the user is unable to drag and drop an item from the library to the treatment plan. Click [Return to Plan]. Close the form. Scenario 2: Treatment Plan - Obtain Signature Specific Setup: Citrix Users - Citrix Versions (pre - 7.6) - BSB / BBSB pads are supported. The 'Treatment Plan' form must have a signature field. A client must be enrolled in an existing episode (Client A). Steps Select "Client A" and access the 'Treatment Plan' form. Enter the desired date in the 'Plan Date' field. Select the desired value in the 'Plan Type' field. Select "Draft" in the 'Treatment Plan Status' field. Click [Launch Plan]. Add the desired treatment plan items. Click [Return To Plan]. Click [Sign] in the 'Signature' field. Validate the 'Please Sign On Signature Pad' dialog is displayed. Sign on the signature pad. Validate the dialog contains the signature. Click [Cancel]. Disconnect the signature pad. Click [Sign] in the 'Signature' field. Validate the 'Please Sign Below' dialog is displayed. Use the mouse to sign in the dialog box. Validate the dialog contains the signature. Click [OK]. Validate the 'Please Sign Below' dialog is no longer displayed. Validate the 'Signature' field contains the signature. Click [Sign] in the 'Signature' field. Validate the 'Please Sign On Signature Pad' dialog is displayed. Select "Final" in the 'Treatment Plan Status' field. Submit the form. Progress Notes (Group and Individual) - Client Alerts 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 - Group Progress Notes - Note Submitted Client Alerts (PM) Dynamic Form-Progress Note-Group Tab Dynamic Form Group Default Notes Warning Block Client Chart Dynamic Form Blocked Client Scenario 1: Progress Notes (Group and Individual) - Group - Client Alerts Specific Setup: Select or create a group of 3 individuals using "Group Registration". Using the "Document Routing Setup" form, enable document routing for the "Progress Notes (Group and Individual)" form. Steps Open the "Progress Notes (Group and Individual)" form. Create a Group Default Note. File the Group Default Note. Select the group note that was just created. Note who the 2nd client in the "Select Group Note To Edit" field on the form. Leave this form open and open the "Client Alerts" form. Create an Error alert for the 2nd client from the "Progress Notes (Group and Individual)". File the "Client Alerts" form. Return to the "Progress Notes (Group and Individual)" form. Finalize the note for the 1st client listed in the "Select Group Note to Edit". After the "Note Filed" message, there is a message for the Client that has the Error alert. The program will skip over the client with the alert and move on to the last client in the "Select Group Note To Edit" field. Finalize the note for the last client in the group. Close the "Progress Notes (Group and Individual)" form. Open the "Client Alerts" form. Delete the alert that was just created. Open the "Progress Notes (Group and Individual)" form. Create a Group Default Note. File the Group Default Note. Select the group note that was just created. Note who the 2nd client in the "Select Group Note To Edit" field on the form. Leave this form open and open the "Client Alerts" form. Create a warning alert for the 2nd client from the "Progress Notes (Group and Individual)". File the "Client Alerts" form. Finalize the note for the 1st client listed in the "Select Group Note to Edit". After the "Note Filed" message, there is a message for the Client that has the warning alert. Finalize the note for the client with the warning message. Finalize the note for the last client in the group. Close the "Progress Notes (Group and Individual)" form. Open the "Client Alerts" form. Delete the alert that was just created. Open the "Block Client Chart" form. Block the 2nd client in the "Select Group Note To Edit" field. Set it up to Block All Users. Open the "Progress Notes (Group and Individual)" form. It notifies right away that one of the clients in the group is blocked. The client that is blocked is omitted from the "Select Group Note To Edit". Close the form. Open the "Block Client Chart" form. Click "Delete Selected Item". Submit the form. Scenario 2: Progress Notes (Group and Individual) - Individual - Client Alerts Specific Setup: Using the "Document Routing Setup" form, enable document routing for "Progress Notes (Group and Individual)" form. Steps Open the "Client Alerts" form. Set up an error alert for a test client. File to Submit. Open the "Progress Notes (Group and Individual)" form. Select the client with the alert. An error message display indicating you can't access the form for the client. The process is cancelled. Open "Client Alerts". Delete the Error alert for the client. Add a warning alert for the client. Open the "Progress Notes (Group and Individual)" form. Select the client. A warning message is displayed. Complete the progress note.	Topics • Treatment Plan • NX
Update 31 Summary \| Details The 'ClinicalPathwayEnroll' web service Scenario 1: Clinical Pathway Enrollment - Add an enrollment Specific Setup: A pathway is defined in the 'Clinical Pathway Definition' form. "Yes" is selected in the 'Alert When Accessed' field. This pathway is also defined with a color (Pathway A). Multiple other pathways are defined with colors in the 'Clinical Pathway Definition' form. A client is enrolled in an existing episode (Client A). Steps Select "Client A" and access the 'Clinical Pathway Enrollment' form. Verify the 'Date of Enrollment' field defaults to the current date. Select "Pathway A" in the 'Pathway Name' field. Select "Yes" for 'Primary Pathway'. Click [Submit] and [No]. Validate the 'My Clients' list contains "Client A" in the pathway color. Select "Client A" and access the 'Clinical Pathway Enrollment' form. Click [Add] to add an additional pathway. Select "Pathway A" in the 'Pathway Name' field. Validate a message is displayed stating: Client is already enrolled in the selected Clinical Pathway. Click [OK]. Select any new value in the 'Pathway Name' field. Select "Yes" for 'Primary Pathway'. Validate a message is displayed stating: Primary Pathway already exists. "Pathway A" is the current Primary Pathway. Click [OK]. Select "No" in the 'Primary Pathway' field. Click [Submit] and [No]. Validate the 'My Clients' list contains "Client A" in the primary pathway color. Scenario 2: Clinical Pathway Enrollment - Update an Enrollment Specific Setup: Clinical Pathway Enrollment on file for a test client. Steps Open "Clinical Pathway Enrollment" form for a test client. Select a record from the pre-display. Click [Edit]. Verify the "Date of Enrollment" field is displayed and disabled. Verify the "Pathway Name" field is displayed and disabled. The only field that can be edited is the "Primary Pathway" field. Select "Yes" in the "Primary Pathway" field. Click [Submit]. Click "No" on the prompt "Do you want to return to Pre-Display". Scenario 3: Clinical Pathway Enrollment - Delete an enrollment Specific Setup: A pathway is defined in the 'Clinical Pathway Definition' form. "Yes" is selected in the 'Alert When Accessed' field. This pathway is also defined with a color (Pathway A). A client is enrolled in an existing episode (Client A). Steps Select "Client A" and access the 'Clinical Pathway Enrollment' form. Verify the 'Date of Enrollment' field defaults to the current date. Select "Pathway A" in the 'Pathway Name' field. Select "Yes" for 'Primary Pathway'. Click [Submit] and [No]. Validate the 'My Clients' list contains "Client A" in the pathway color. Select "Client A" and access the 'Clinical Pathway Enrollment' form. Select the existing enrollment in the pre-display. Click [Delete]. Validate a message is displayed stating: Are you sure you want to delete this item? Click [Yes]. Validate a message is displayed stating: Enrollment was successfully deleted. Click [OK] and exit the form. Validate the 'My Clients' list contains "Client A" without the pathway color. Scenario 4: Validate the 'ClinicalPathwayEnroll' - 'AddEnrollment' web service Specific Setup: A pathway is defined in the 'Clinical Pathway Definition' form. "Yes" is selected in the 'Alert When Accessed' field. This pathway is also defined with pathway colors and icons (Pathway A). A client is enrolled in an existing episode (Client A). Steps Access SoapUI for the 'ClinicalPathwayEnroll' - 'AddEnrollment' web service. Enter the system code that will be used to log into Avatar in the 'SystemCode' field. Enter the user name that will be used to log into Avatar in the 'UserName' field. Enter the password that will be used to log into Avatar in the 'Password' field. Enter the current date in the 'EnrollmentDate' field. Enter "PathwayA" in the 'PathwayName' field. Enter "Y" in the 'PrimaryPathway' field. Enter "ClientA" in the 'ClientID' field. Click [Run]. Validate the 'Confirmation' field contains: "Unique ID : CPE#####.###". Validate the 'Message' field contains: "Clinical Pathway Enrollment web service has been filed successfully". Select "Client A" from the 'My Clients' list. Validate an alert is displayed stating: "Selected Client is Enrolled in the following Clinical Pathways: PathwayA". Click [Yes] to proceed. Access the 'Clinical Pathway Enrollment' form. Validate the record added in the previous steps is displayed and select it. Validate the 'Client Header' contains "Client A" in the pathway color and contains the icon associated with "PathwayA". Validate the 'Date of Enrollment' field contains the current date. Validate the 'Pathway Name' field contains "PathwayA". Validate "Yes" is selected in the 'Primary Pathway' field. Close the form. Scenario 5: Validate the 'ClinicalPathwayEnroll' - 'UpdateEnrollment' web service Specific Setup: A pathway is defined in the 'Clinical Pathway Definition' form. "Yes" is selected in the 'Alert When Accessed' field. This pathway is also defined with a pathway color and icon (Pathway A). A client is enrolled in "Pathway A" as the primary pathway (Client A). Steps Access SoapUI for the 'ClinicalPathwayEnroll' - 'UpdateEnrollment' web service. Enter the system code that will be used to log into Avatar in the 'SystemCode' field. Enter the user name that will be used to log into Avatar in the 'UserName' field. Enter the password that will be used to log into Avatar in the 'Password' field. Enter "N" in the 'PrimaryPathway' field. Enter "ClientA" in the 'ClientID' field. Enter the unique ID for the enrollment in the 'enrollHG' field. Click [Run]. Validate the 'Confirmation' field contains: "Unique ID : CPE#####.###". Validate the 'Message' field contains: "Clinical Pathway Enrollment web service has been filed successfully". Select "Client A" from the 'My Clients' list. Validate an alert is displayed stating: "Selected Client is Enrolled in the following Clinical Pathways: PathwayA". Click [Yes] to proceed. Access the 'Clinical Pathway Enrollment' form. Validate the record updated in the previous steps is displayed and select it. Validate the 'Primary Pathway' field is set to "No". Close the form. Scenario 6: Validate the 'ClinicalPathwayEnroll' - 'DeleteEnrollment' web service Specific Setup: A pathway is defined in the 'Clinical Pathway Definition' form (Pathway A). A client is enrolled in "Pathway A" (Client A). Steps Access SoapUI for the 'ClinicalPathwayEnroll' - 'DeleteEnrollment' web service. Enter the system code that will be used to log into Avatar in the 'SystemCode' field. Enter the user name that will be used to log into Avatar in the 'UserName' field. Enter the password that will be used to log into Avatar in the 'Password' field. Enter "ClientA" in the 'ClientID' field. Enter the unique ID for the enrollment in the 'enrollHG' field. Click [Run]. Validate the 'Message' field contains: "Clinical Pathway Enrollment web service has been filed successfully". Select "Client A" and access the 'Clinical Pathway Enrollment' form. Validate the enrollment deleted is no longer displayed. Close the form. Scenario 7: Validate the 'ClinicalPathwayEnroll' - 'GetDictionaryItems' web service Specific Setup: One or more pathways must be defined in the 'Clinical Pathway Definition' form. Steps Access SoapUI for the 'ClinicalPathwayEnroll' - 'GetDictionaryItems' web service. Enter the system code that will be used to log into Avatar in the 'SystemCode' field. Enter the user name that will be used to log into Avatar in the 'UserName' field. Enter the password that will be used to log into Avatar in the 'Password' field. Click [Run]. Validate the 'GetDictionaryItemsResponse' field is populated with the defined dictionary values associated to the 'Clinical Pathway Enrollment' form. The 'ClinicalPathwayDisenroll' web service Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Clinical Pathway Disenrollment Scenario 1: Clinical Pathway Disenrollment - Add a Disenrollment Specific Setup: A pathway is defined in the 'Clinical Pathway Definition' form. "Yes" is selected in the 'Alert When Accessed' field. This pathway is also defined with a color (Pathway A). Dictionary values must be defined for the "CWS" file - "(5010) Reason for Disenrollment" data element. This can be done in the 'Dictionary Update' form. Steps Select "Client A" and access the 'Clinical Pathway Enrollment' form. Verify the 'Date of Enrollment' field defaults to the current date. Select "Pathway A" in the 'Pathway Name' field. Select "Yes" for 'Primary Pathway'. Click [Submit] and [No]. Validate the 'My Clients' list contains "Client A" in the pathway color. Select "Client A" and access the 'Clinical Pathway Disenrollment' form. Validate the 'Date of Disenrollment' field defaults the current date. Select "Pathway A" in the 'Pathway Name' field. Select desired value in the 'Reason for Disenrollment' field. Click [Submit] and [No]. Select "Client A" and access the 'Clinical Pathway Enrollment' form. Validate the Pre-Display contains the prior enrollment record in "Pathway A" and the 'Disenrollment Date' field contains the date of disenrollment. Click [Edit]. Validate a "Clinical Pathway Enrollment" message is displayed stating: Disenrollment exists. Enrollment can only be viewed. Click [OK]. Validate the 'Date of Enrollment' field is disabled and cannot be edited. Validate the 'Pathway Name' field is disabled and cannot be edited. Validate the 'Primary Pathway' field is disabled and cannot be edited. Close the form. Validate the 'My Clients' list contains "Client A" without the pathway color. Scenario 2: Validate the 'ClinicalPathwayDisenroll' - 'AddDisenrollment' web service Specific Setup: A pathway is defined in the 'Clinical Pathway Definition' form (Pathway A). A client is enrolled in "Pathway A" (Client A). Dictionary values must be defined for the "CWS" file - "(5010) Reason for Disenrollment" data element. This can be done in the 'Dictionary Update' form. Steps Access SoapUI for the 'ClinicalPathwayDisenroll' - 'AddDisenrollment' web service. Enter the system code that will be used to log into Avatar in the 'SystemCode' field. Enter the user name that will be used to log into Avatar in the 'UserName' field. Enter the password that will be used to log into Avatar in the 'Password' field. Enter the current date in the 'DisenrollmentDate' field. Enter "PathwayA" in the 'PathwayName' field. Enter the desired reason in the 'DisenrollmentReason' field. Enter "ClientA" in the 'ClientID' field. Click [Run]. Validate the 'Confirmation' field contains: "Unique ID : CPE#####.###". Validate the 'Message' field contains: "Clinical Pathway Disenrollment web service has been filed successfully". Select "Client A" and access the 'Clinical Pathway Disenrollment' form. Select the disenrollment record filed in the previous steps and click [Edit]. Validate the 'Date of Disenrollment' field is disabled and contains the current date. Validate the 'Pathway Name' field is disabled and contains "Pathway A". Validate the 'Reason For Disenrollment' field contains the reason entered in the previous steps. Close the form. Scenario 3: Validate the 'ClinicalPathwayDisenroll' - 'UpdateDisenrollment' web service Specific Setup: A pathway is defined in the 'Clinical Pathway Definition' form (Pathway A). A client has an existing disenrollment record for "Pathway A" (Client A). Dictionary values must be defined for the "CWS" file - "(5010) Reason for Disenrollment" data element. This can be done in the 'Dictionary Update' form. Steps Access SoapUI for the 'ClinicalPathwayDisenroll' - 'UpdateDisenrollment' web service. Enter the system code that will be used to log into Avatar in the 'SystemCode' field. Enter the user name that will be used to log into Avatar in the 'UserName' field. Enter the password that will be used to log into Avatar in the 'Password' field. Enter the desired reason in the 'DisenrollmentReason' field. Enter "ClientA" in the 'ClientID' field. Enter the unique ID for the disenrollment in the 'disenrollHG' field. Click [Run]. Validate the 'Confirmation' field contains: "Unique ID : CPD#####.###". Validate the 'Message' field contains: "Clinical Pathway Disenrollment web service has been filed successfully". Select "Client A" and access the 'Clinical Pathway Disenrollment' form. Validate the record updated in the previous steps is displayed and select it. Validate the 'Reason For Disenrollment' field contains the reason entered in the previous steps. Close the form. Scenario 4: Validate the 'ClinicalPathwayDisenroll' - 'DeleteDisenrollment' web service Specific Setup: A pathway is defined in the 'Clinical Pathway Definition' form (Pathway A). A client has an existing disenrollment record for "Pathway A" (Client A). Dictionary values must be defined for the "CWS" file - "(5010) Reason for Disenrollment" data element. This can be done in the 'Dictionary Update' form. Steps Access SoapUI for the 'ClinicalPathwayDisenroll' - 'DeleteDisenrollment' web service. Enter the system code that will be used to log into Avatar in the 'SystemCode' field. Enter the user name that will be used to log into Avatar in the 'UserName' field. Enter the password that will be used to log into Avatar in the 'Password' field. Enter "ClientA" in the 'ClientID' field. Enter the unique ID for the disenrollment in the 'disenrollHG' field. Click [Run]. Validate the 'Message' field contains: "Clinical Pathway Disenrollment web service has been filed successfully". Select "Client A" and access the 'Clinical Pathway Disenrollment' form. Validate the deleted disenrollment is no longer displayed. Close the form. Scenario 5: Validate the 'ClinicalPathwayDisenroll' - 'GetDictionaryItems' web service Specific Setup: One or more pathways must be defined in the 'Clinical Pathway Definition' form. One or more values defined in the 'Reason For Disenrollment' field in the 'Clinical Pathway Disenrollment' form. Steps Access SoapUI for the 'ClinicalPathwayDisenroll' - 'GetDictionaryItems' web service. Enter the system code that will be used to log into Avatar in the 'SystemCode' field. Enter the user name that will be used to log into Avatar in the 'UserName' field. Enter the password that will be used to log into Avatar in the 'Password' field. Click [Run]. Validate the 'GetDictionaryItemsResponse' field is populated with the defined dictionary values for the 'Reason For Disenrollment' field in the 'Clinical Pathway Disenrollment' form.	Topics • Web Services • Clinical Pathway
Update 32 Summary \| Details 'All Documents' Widget - '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 Select "Client A" and access the 'All Documents Widget'. Select the "All Forms" section. Select "Problem List" in the 'Form Description' field. Validate only 'Problem List' records are now displayed. Click on the existing 'Problem List' record for "Client A". 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 Select "Client A" and access the 'Allergies and Hypersensitivities' form. Select "No" in the 'Known Medication Allergies' field. Select "No" in the 'Known Food Allergies' field. Click [Update]. Validate the 'Allergies and Hypersensitivities' grid is displayed. Click [New Row]. Select any value in the 'Allergen/Reactant' field. Enter the desired date in the 'Date Recognized' field. Select "Active" in the 'Status' field. Select any value in the 'Reaction Severity' field. Click [Save] and [Submit]. Access the Chart View for "Client A". Select the 'Allergies and Hypersensitivities' form from the left-hand side. Validate the allergy added in the previous steps is displayed with a status of "Active". Close the chart. Select "Client A" and access the 'Allergies and Hypersensitivities' form. Click [Update]. Select the allergy added in the previous steps and click [Delete Row]. Validate a "Confirm" message is displayed stating: Are you sure you want to delete these rows? Click [Yes]. Validate an "Error" message is displayed stating: Allergies that have been saved previously cannot be deleted. Please update the 'Status' as appropriate. Click [OK]. Validate the 'Allergies and Hypersensitivities' grid still contains the allergy filed in the previous steps. Select "Inactive" in the 'Status' field. Click [Save] and [Submit]. Access the Chart View for "Client A". Select the 'Allergies and Hypersensitivities' form from the left-hand side. Validate the allergy added in the previous steps is displayed with a status of "Inactive". Close the chart. Select "Client A" and access the 'Allergies and Hypersensitivities' form. Click [Update]. Validate the 'Allergies and Hypersensitivities' grid is displayed. Click [New Row]. Select any value in the 'Allergen/Reactant' field. Enter the desired date in the 'Date Recognized' field. Select "Active" in the 'Status' field. Select any value in the 'Reaction Severity' field. Select the new allergy record and click [Delete Row]. Validate a "Confirm" message is displayed stating: Are you sure you want to delete these rows? Click [Yes]. Validate the 'Allergies and Hypersensitivities' grid does not contain the second allergy record. 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 Select "Client A" and access the 'All Documents Widget'. Select the "All Forms" section. Select "Allergies and Hypersensitivities" in the 'Form Description' field. Validate only 'Allergies and Hypersensitivities' records are now displayed. Click on the existing 'Allergies and Hypersensitivities' record for "Client A". Validate the allergy displays in the 'Console Widget Viewer'. Click [Open Record]. Validate the 'Allergies and Hypersensitivities' form opens. Click [Update]. Select "Inactive" in the 'Status' field. Click [Save]. Select "No" in the 'Known Medication Allergies' field. Click [Submit]. Refresh the 'All Documents Widget'. Select "Allergies and Hypersensitivities" in the 'Form Description' field. Click on the existing 'Allergies and Hypersensitivities' record for "Client A". 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: Patient Health Profile 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 Create a new project for the 'Patient Health Profile' web service. Populate the 'SystemCode', 'UserName', and 'Password' fields with the information used to log into Avatar. Within the 'PHPProblemDataObject': Input the 'Problem Type' dictionary code from Setup in the 'Type' field. Input any valid date into the 'ProblemDate' field. Input any text into the 'Status' field. Input any text into the 'Description' field. Within the 'PHPOpenCareGapsObject': Input any valid date into the 'EventDate' field. Input any text into the 'Measure' field. Input any text into the 'MeasureDescription' field. Within the 'PHPInpatientStaysObject': Input any text into the 'Type' field. Input any valid date into the 'DateOfStay' field. Input any text into the 'Facility' field. Input any text into the 'LengthOfStay' field. Input any text into the 'AdmitCOndition' field. Within the 'PHPPhysicianConsultObject': Input any valid date into the 'ConsultDate' field. Input any text into the 'Location' field. Input any text into the 'ProviderName' field. Within the 'PHPMedicationsObject'. Input any valid date into the 'EntryDate' field. Input any text into the 'Provider' field. Input any valid NDC number into the 'NDC' field (This value can come from the 'Order Code Setup' form). Within the 'PHPLabDataObject': Input any valid date into the 'LabDate' field. Input any text into the 'LabDescription' field. Input any text into the ':LabResults' field. Input any client into the 'ClientID' field. Click [Send]. Verify the 'Message' field displays "PHPData web service has been filed successfully". Log into Avatar. Open the 'Patient Health Profile' form with the client for which the web service was filed. Select any value in the 'Medications - Verification' cell. Select any value in the 'Problems - Verification' cell. Click [Submit]. Verify the form files without errors. Open 'Crystal Reports' or another SQL reporting tool. 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. 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 Access the 'User Definition' form. Set the 'Select User' field to the logged in user. Select "Forms and Tables" from the 'Sections' menu. Click [Select Tables for Product SQL Access]. 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. Click [OK]. Click [Submit]. Open the 'Patient Health Profile' form for the client selected when filing the web service. Select "Verified" in the 'Verification' cell in the 'Problems' grid. Click [Add To Problem List]. Select any problem in the 'Problem Search' cell. Select any active status in the 'Status' cell. Click [Save]. Verify all other data displays correctly. Click [Submit]. Verify the form files without errors. Open the 'Problem List' form for the same selected above. Click [View/Enter Problems]. 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. Click [Submit]. 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 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 Access the 'Allergies and Hypersensitivities' form for "Client A". Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field. Click [Update] and [New Row]. Set the 'Allergen/Reactant' field to "shellfish" and press Tab. Validate the 'Allergen/Reactant' field is equal to "SHELLFISH (MDX-2891) (SNOMED=735029006) (MDX-2891)". Set the 'Date Recognized' field to the current date and press Tab. Set the 'Status' cell to "Confirmed". Validate the 'Date Recorded' cell contains the current date and click [Save]. Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field. Select 'Yes' in the' Allergies/Hypersensitivities Reviewed' field. Validate the 'Known Food Allergies' field is set to "Yes". Select "No" in the 'Known Medication Allergies' field. Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field and click [Submit]. Access the 'Allergies and Hypersensitivities' form for "Client A". Validate the 'Client Header' displays "Allergies (1) " with a red icon. Click [Update] and [New Row]. Set the 2nd 'Allergen/Reactant' field to "amoxicillin" and press Tab. Select "AMOXICILLIN (MDX-376) (RxNorm=723)" and click [Select]. Set the 2nd 'Date Recognized' field to the current date and press Tab. Set the 2nd 'Status' field to "Confirmed". Validate the 2nd 'Date Recorded' cell contains the current date and click [Save]. Validate the 'Known Medication Allergies' field is set to "Yes". Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field. Select 'Yes' in the 'Allergies/Hypersensitivities Reviewed' field and click [Submit]. Access the 'Allergies and Hypersensitivities' form for "Client A". Validate the 'Client Header' displays "Allergies (2)" with a red icon. Click [Update]. Set both rows created to "Void" in the 'Status' column and click [Save] Select "No" in the 'Known Medication Allergies' field. Select "No" in the 'Known Food Allergies' field. Select "Yes" in the 'Allergies/Hypersensitivities Reviewed' field and click [Submit]. Access the 'Allergies and Hypersensitivities' form for "Client A". 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 Access the 'Admission' form. Set the 'Last Name' field to "JOHNSON" and press Tab. Set the 'First Name' field to "OLIVIA" and press Tab. Select "Female" from the 'Sex' field. Click [Search] and [New Client]. Validate a message is displayed stating "Auto Assign Next ID Number" and click "Yes". Fill out all required fields, ensuring to select an Inpatient program in the 'Program' field. Click the 'Demographics' section. Fill out all 'Address' fields. Click the 'Inpatient/Partial/Day Treatment' section. Fill out all required fields. Click [Submit]. Access the 'Allergies and Hypersensitivities' form. Validate that no values are selected in the 'Allergies/Hypersensitivities Reviewed' field. Validate that no values are selected in the 'Known Medication Allergies' field is not selected. Validate that no values are selected in the 'Known Food Allergies' field is not selected. Select "No" in the 'Known Medication Allergies' field. Validate that "Yes" is selected in the 'Allergies/Hypersensitivities Reviewed' field. Select "No" in the 'Known Food Allergies' field. Validate that "Yes" is selected in the 'Allergies/Hypersensitivities Reviewed' field. Select "Yes" in the 'Known Food Allergies' field. Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field. Click [Submit]. Validate a message is displayed stating "'Known Food Allergies' cannot be "Yes" when no food allergies exist." and click [OK]. Click [Update]. Validate 'Allergy/Reactant' grid is displayed. Click [New Row]. Double click the 'Allergen/Reactant' cell. Search for and select "Shellfish" in the 'Allergen/Reactant' cell and press Tab. Double click the 'Date Recognized' cell. Set the 'Date Recognized' cell to "01/01/2020" and press Tab. Double click the 'Status' cell. Select "Confirmed" and click [Select]. Double click the 'Reactions' cell. Select any values and click [OK]. Double click the 'Reaction Severity' cell. Select any value and click [Select] and [Save]. Validate that "Yes" is selected in the 'Allergies/Hypersensitivities Reviewed' field. Validate that "Yes" is selected in the 'Known Food Allergies' field and that the field is disabled. Click [Submit]. 'AUDIT.results_header' table Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: 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 Select "Client A" and access the Order Entry Console. Search for and select "Complete Blood Count (CBC) (DAILY)" in the 'New Order' field. Validate the 'Frequency' field contains "DAILY". Validate the 'External Lab Vendor Destination' field contains the 'eVendor' associated with the order code. Validate the 'Communication Method' field has the 'Electronic' checkbox checked. Validate the 'Specimen Type' field contains "Blood". Validate the 'Duration' field contains "48" and that [Hours] is selected. Set the 'Addl Instructions' field to any value. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "Complete Blood Count (Blood)DAILY, Lab Vendor Staff will Collect, eVendor name" Access the 'Results Entry' form for "Client A". Select "Add" in the 'Add/Edit/Delete Result' field. Click [Select Order] and select the order that was created above. Set the 'Filler Order #' field to "1234". Search for and select "Complete Blood Count (CBC) (DAILY)" in the 'Universal Service ID Code Lookup' field. Validate the 'Universal Service ID Code' field contains "CBC". Validate the 'Universal Service ID Value' field contains "Complete Blood Count". Search for and select "lab staff MA, MD (000007)" in the 'Ordering Practitioner' field. 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. Fill out any other required fields and click [File Header Info]. Validate a message is displayed stating "Header information filed." and click [OK]. Select the 'Result Details' section. Select "Add" in the 'Add/Edit/Delete Result Detail' field. Click [Select Header] and select the Header information filed above. Search for and select "Complete Blood Count (CBC) (DAILY)" in the 'Observation ID Code Lookup' field. Validate the 'Observation ID Code' field contains "CBC". Validate the 'Observation ID Value' field contains "Complete Blood Count". Search for and select "Abnormal (A)" in the 'Observation Abnormal Code' field. Search for and select "Final result - can only be changed with a corrected result (F)" in the 'Observation Result Status Code' field. Click [File Detail Info]. Validate a message is displayed stating "Detail information filed." and click [OK] and [Exit Option]. Access the 'Void Results' form. Validate that "Void" is selected in the 'Void/Undo Void' field. Click [Display Result List/Select Result to Void] and select the result created in the steps above. Set the 'Void Reason' field to any value and click [Submit]. Create a report using the 'AUDIT.resultsheader' table. Filter the report by select "Client A's PATID" in the 'PATID' field. Validate that there is one row of data displayed. Validate the 'filler_order_number' field contains "1234", which was entered in the 'Result Entry' form. Validate the 'v_client_name' field contains "Client A's name" in the format of Last Name, First Name. Validate the 'voided_by' field contains the username of the user who is logged into the application and performed the void. Validate the 'voided_date' field contains the current date, which is the date the result was voided. 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 - Group Progress Notes - Note Submitted 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 Open the "Progress Notes (Group and Individual)" form. Enter a new service group default note for the group chosen/created from pre-conditions. Click "Submit Note" to submit the group default note. Exit the program. Navigate to the "To Do Widget". Validate that a scratch to do was created for each of the group members. Click on the "Progress Notes (Group and Individual)" link in the "To Do Widget" for the first client listed in the group. This populated the form with the individual's copy of the group default note. Click "Final" in the "Draft/Final" field. Click "Submit". Click "Sign" or "Accept" on the "Confirm Document" pop up. Sign the form for an electronic signature. Validate the scratch To Do is removed from the "To Do Widget". Open the "Clinical Document Viewer" form. Retrieve the document that was just filed. Validate the document displays and prints. Click on the "Progress Notes (Group and Individual)" link in the "To Do Widget" for the next client listed in the group. This populated the form with the individual's copy of the group default note. Click "Final" in the "Draft/Final" field. Click "Submit". Click "Sign" or "Accept" on the "Confirm Document" pop up. Sign the form for an electronic signature. Validate the scratch To Do is removed from the "To Do Widget". Open the "Clinical Document Viewer" form. Retrieve the document that was just filed. Validate the document displays and prints. Click on the "Progress Notes (Group and Individual)" link in the "To Do Widget" for the next client listed in the group. This populated the form with the individual's copy of the group default note. Click "Final" in the "Draft/Final" field. Click "Submit". Click "Sign" or "Accept" on the "Confirm Document" pop up. Sign the form for an electronic signature. Validate the scratch To Do is removed from the "To Do Widget". Open the "Clinical Document Viewer" form. Retrieve the document that was just filed. 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 Open the "Progress Notes (Group and Individual)" form. Enter a new service group default note for the group chosen/created from pre-conditions. Click "Submit Note" to submit the group default note. Exit the program. Navigate to the "To Do Widget". Validate that a scratch to do was created for each of the group members. Click on the "Progress Notes (Group and Individual)" link in the "To Do Widget" for the first client listed in the group. This populated the form with the individual's copy of the group default note. Click "Final" in the "Draft/Final" field. Click "Submit". Click "Sign" or "Accept" on the "Confirm Document" pop up. Sign the form for an electronic signature. Validate the scratch To Do is removed from the "To Do Widget". Open the "Clinical Document Viewer" form. Retrieve the document that was just filed. Validate the document displays and prints. Click on the "Progress Notes (Group and Individual)" link in the "To Do Widget" for the next client listed in the group. This populated the form with the individual's copy of the group default note. Click "Final" in the "Draft/Final" field. Click "Submit". Click "Sign" or "Accept" on the "Confirm Document" pop up. Sign the form for an electronic signature. Validate the scratch To Do is removed from the "To Do Widget". Open the "Clinical Document Viewer" form. Retrieve the document that was just filed. Validate the document displays and prints. Click on the "Progress Notes (Group and Individual)" link in the "To Do Widget" for the next client listed in the group. This populated the form with the individual's copy of the group default note. Click "Final" in the "Draft/Final" field. Click "Submit". Click "Sign" or "Accept" on the "Confirm Document" pop up. Sign the form for an electronic signature. Validate the scratch To Do is removed from the "To Do Widget". Open the "Clinical Document Viewer" form. Retrieve the document that was just filed. Validate the document displays and prints. Vitals Entry - Blood pressure required 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 Open "Vitals Entry" form. Select "Add" in the "Add/Edit/Delete Vital Sign" field. Enter current date in the "Date" field. Enter current time in the "Time" field. Enter any value in the Blood Pressure: "Systolic" field. Validate the Blood Pressure: "Diastolic" field becomes required. Enter any value in the Blood Pressure: "Diastolic" field. Validate the Blood Pressure "Systolic" field becomes required. Select any value in the Blood Pressure: "Position" field. Enter any value in the Blood Pressure 2: "Systolic 2" field. Validate the "Blood Pressure 2: "Diastolic 2" field becomes required. Enter any value in the Blood Pressure 2: "Diastolic 2" field. Validate the "Blood Pressure 2: "Systolic 2" field becomes required. Select any value in the Blood Pressure 2: "Position 2" field. Enter any time in the Blood Pressure 2: "Time Taken" field Enter any value in the Blood Pressure 3: "Systolic 3" field. Validate the "Blood Pressure 3: "Diastolic 3" field becomes required. Enter any value in the Blood Pressure 3: "Diastolic 3" field. Validate the "Blood Pressure 3: "Systolic 2" field becomes required. Select any value in the Blood Pressure 3: "Position 3" field. Enter any time in the Blood Pressure 3: "Time Taken" field Click [Submit]. Click [Yes] on the "Submitting has completed. Do you wish to return to form?" prompt. Validate the following fields are not required on re-display of the form: "Position 2" "Position 3" "Time 2" "Time 3" Select "Edit" in the "Add/Edit/Delete Vital Sign" field. Click [Select Vital Sign]. Click on the previously entered row to highlight. Click [OK]. Verify the previously entered data displays as entered in previous steps. Click [Submit]. 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 Open "Vitals Entry" form. Select "Add" in the "Add/Edit/Delete Vital Sign" field. Enter current date in the "Date" field. Enter current time in the "Time" field. Enter any value in the Blood Pressure: "Systolic" field. Validate the Blood Pressure: "Diastolic" field becomes required. Enter any value in the Blood Pressure: "Diastolic" field. Validate the Blood Pressure "Systolic" field becomes required. Select any value in the Blood Pressure: "Position" field. Click [Submit]. Click [Yes] on the "Submitting has completed. Do you wish to return to form?" prompt. Select "Edit" in the "Add/Edit/Delete Vital Sign" field. Click [Select Vital Sign]. Click on the previously entered row to highlight. Click [OK]. Verify the previously entered data displays as entered in previous steps. Click [Submit]. 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 39 Summary \| Details Review Results - View Image Scenario 1: Results Import - Results View Specific Setup: A Results file must be imported for "Client A" with an associated lab order which has an image. The logged in user's 'HomeView' must contain the following widgets: Results by Caseload My To Do's Lab Results Radiology Results A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Create a 'LAB' order and take note of the order number. Access the 'Results Import' form and Import the 'Results' file. Select "Client A". Select the 'LAB' result from the 'Radiology Results' widget Click [Review Results]. Validate the 'Results' field contains "observation ID: (PDFReport1) LAB (PDF Report1)". Click [View Images]. Validate a PDF is displayed with client's lab results. Click [Close All Documents and Exit]. Select "Client A". Select the 'LAB' result from the 'Results by Caseload' widget. Click [View Result]. Validate the 'Results' field contains "observation ID: (PDFReport1) LAB (PDF Report1)". Click [View Images]. Validate a PDF is displayed with client's lab results. Click [Close All Documents and Exit]. Select "Client A". Validate the 'Lab Results' widget contains the 'LAB' results. Access the Order Entry Console. Select 'Last Activity' for the client's 'LAB' order. Select 'Results Received' for the lab results. Validate the 'Results' field contains "observation ID: (PDFReport1) LAB (PDF Report1)". Click [View Images]. Validate a PDF is displayed with client's lab results. Click [Close All Documents and Exit]. Select "Client A". Access the 'My To Do's' widget. Select 'Review Results' for "Client A". Validate the 'Results' field contains "observation ID: (PDFReport1) LAB (PDF Report1)". Click [View Images]. Validate a PDF is displayed with client's lab results. Click [Close All Documents and Exit].	Topics • Order Entry Console
Update 40 Summary \| Details Allergies and Hypersensitivities - Date Recognized Scenario 1: Allergies and Hypersensitivities - Require 'Date Recognized' column. Specific Setup: A client must have an active episode. (Client A) Steps Access the 'Registry Settings' form. Search for "Require 'Date Recognized" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Validate the 'Registry Setting' field contains "Avatar CWS->CWS Utilities->Set System Defaults->CWS Allergies->->Require 'Date Recognized' column". Validate the 'Registry Setting Details' field contains the following information "When this setting has a value of "Y" the 'Date Recognized' column will be required when adding or modifying records within the 'Allergies and Hypersensitivities' form grid." Validate the 'Registry Setting Value' field contains a "Y". Close the form. Select "Client A" and access the 'Allergies and Hypersensitivities' form. Click [Update]. Validate the 'Allergen/Reactant' dialog is displayed. Double click the 'Allergen/Reactant' cell and search for and select "PENICILLIN MDX-39913". Validate the 'Date Recognized' field is required. Double click the 'Status' cell. Select "Confirmed" and click [Select]. Double click the 'Reactions' cell and select any values and click [OK]. Double click the 'Reaction Severity' cell and select any values and click [Select]. Validate that the [Save] is disabled. Double click the 'Date Recognized' cell, select the current date and press Enter. Validate that [Save] is enabled and click it. Validate the 'Known Medication Allergies' field is disabled and has "Yes" selected. Select "No" in the 'Known Food Allergies' field and click [Submit]. Access the 'Registry Settings' form. Search for "Require 'Date Recognized" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Validate the 'Registry Setting' field contains "Avatar CWS->CWS Utilities->Set System Defaults->CWS Allergies->->Require 'Date Recognized' column". Validate the 'Registry Setting Details' field contains the following information "When this setting has a value of "Y" the 'Date Recognized' column will be required when adding or modifying records within the 'Allergies and Hypersensitivities' form grid." Validate the 'Registry Setting Value' field contains a "N". Close the form. Log out of the application and log back in. Select "Client A" and access the 'Allergies and Hypersensitivities' form. Click [Update]. Validate the 'Allergen/Reactant' dialog is displayed. Double click the 'Allergen/Reactant' cell and search for and select "Shellfish". Validate the 'Date Recognized' field is not required. Double click the 'Status' cell. Select "Confirmed" and click [Select]. Double click the 'Reactions' cell and select any values and click [OK]. Double click the 'Reaction Severity' cell and select any values and click [Select]. Validate that the [Save] is disabled. Double click the 'Date Recognized' cell, select the current date and press Enter. Validate that [Save] is enabled and click it. Validate the 'Known Medication Allergies' field is disabled and has "Yes" selected. Validate the 'Known Food Allergies' field is disabled and has "Yes" selected and click [Submit].	Topics • Allergies and Hypersensitivities
Update 41 Summary \| Details eMAR - Blood Pressure Scenario 1: eMAR - 'Time Window for selection of previously entered Blood Pressure readings in eMAR' set to "Y". Specific Setup: Registry setting "Avatar eMAR->General->Settings->->->Time Window for selection of previously entered Blood Glucose readings in eMAR" must be set to "120" Registry setting "Avatar eMAR->General->Settings->->->Time Window for selection of previously entered Blood Pressure readings in eMAR" must be set to "120" A client must have an active episode. (Client A) Steps Access the 'Order Code Setup' form. Select 'Edit Existing Code' from the 'Add/Edit Order Code' field. Search for and select "JEVITY 1.5 CAL LIQUID ORAL " in the 'Existing Order Code. Add the following vitals to the 'Additional Data Elements To Include In Avatar eMAR (Administration)' and 'Additional Data Elements To Include In Avatar eMAR (Results)' 'Additional Data Elements To Require In Avatar eMAR (Administration)' and 'Additional Data Elements To Require In Avatar eMAR (Results)' fields: Blood Glucose Blood Pressure Heart Rate Oxygen Click [Submit]. Validate a message is displayed "Do you wish to return to form?" and click [No]. Access the 'Vitals Entry' form for "Client A". Set the 'Date' to the current date. Set the 'Time' field to "03:30 PM". Set the 'Systolic' field to "120". Set the 'Diastolic' field to "80". Select "Sitting" from the 'Position' field. Set the 'Blood Glucose' field to "82". Set the '(ft in)' field to "5 8". Set the '(lbs)' field to "175" and click [Submit]. Validate a message is displayed "Do you wish to return to form?" and click [Yes]. Set the 'Date' to the current date. Set the 'Time' field to "03:45 PM". Set the 'Systolic' field to "110". Set the 'Diastolic' field to "77". Select "Lying" from the 'Position' field. Set the 'Blood Glucose' field to "77". Click [Submit]. Validate a message is displayed "Do you wish to return to form?" and click [Yes]. Set the 'Date' to the current date. Set the 'Time' field to "03:55 PM". Set the 'Systolic' field to "100". Set the 'Diastolic' field to "77". Select "Standing" from the 'Position' field. Set the 'Blood Glucose' field to "77". Click [Submit]. Validate a message is displayed "Do you wish to return to form?" and click [No]. Access the Order Entry Console. Search for and select "JEVITY 1.5 CAL LIQUID ORAL" from the 'New Order' field. Set the 'Dose' field to "400". Select "mL" from the 'Dose Unit' field. Select "3 TIMES A DAY" from the 'Frequency' field. Set the 'Duration' field to "30" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "JEVITY 1.5 CAL ORAL LIQUID400 mL, 3 TIMES A DAY". Click the eMAR tab. Validate the 'Order Description' field is equal to "JEVITY 1.5 CAL ORAL LIQUID ↳Give: 400 mL 3 TIMES A DAY". Click the 'Click here to provide override reason' item. Select "Wristband is wet" from the 'Please provide a reason for not scanning the client wristband' field and click [OK]. Double click a cell under the current date. Set the 'Med ID' cell to the med id for the order (70074-0573-33). Validate the 'Qty' cell is equal to "400". Validate the 'Unit' cell is equal to "mL". Select "Nurse Administered" from the 'Administration Event' field. Populate any warnings if they exist. Click the 'Additional Data (Administration)' tab. Validate all entries from the 'Vitals Entry' form display in the dropdown fields for 'Blood Glucose' and 'Blood Pressure'. Select the "82" entry from the 'Blood Glucose (mg/dL)' field. Select the "120/80" entry in the 'Blood Pressure (Systolic/Diastolic -mm/Hg)' field. Set the Heart Rate (bpm) field to "70". Set the Oxygen Saturation (%) field to "98". Click the 'Accept administration information entered' checkbox and click [OK]. Validate the cell selected displays "400 mL" and the current time. Double click on the cell previously administered. Set the 'Result' field to "Testing". Click the 'Additional Data (Administration)' tab. Validate the 'Blood Glucose' field is equal to "82". Validate the 'Blood Pressure' field is equal to "120/80". Validate the 'Heart Rate (bpm)' field is equal to "70". Validate the 'Oxygen Saturation (%)' field is equal to "98". Click the 'Add'l Data (Results)' tab. Select the "110/77" entry from the 'Blood Glucose (mg/dL)' field. Select the "77" entry from the 'Blood Pressure (Systolic/Diastolic -mm/Hg)' field. Set the 'Heart Rate (bpm)' field to "70". Set the 'Oxygen Saturation (%)' field to "95". Click the 'Accept administration information entered' checkbox and click [OK].	Topics • Avatar eMAR
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: 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 Select "Client A" and access the Order Entry Console. Search for and select "Complete Blood Count (CBC)" in the 'New Order' field. Select "DAILY" in the 'Frequency' field. Set the 'Duration' field to "48" and click [Hours]. Click the [Add to Scratchpad] and Click [Sign]. Log out of the application and log back in as "User B. Access the 'eMAR' widget. Click the 'Lab Orders' tab. Validate an order for "Complete Blood Count (CBC) (DAILY)" is displayed with "Specimen Collect" and no hours of administration under the current date. Complete 'Order Acknowledgement' and 'Client Education' for the "CBC" order. Select the "Specimen Collect" cell under the current date for the "Complete Blood Count (CBC) (DAILY)" order and click [Administer] Validate the 'Specimen Collection' dialog is displayed. Check the 'Accept specimen collection entered' check box and click [OK]. Validate the first cell under the current date for the "Complete Blood Count (CBC) (DAILY)" orders contains the specimen collection time. Log out of the application and log back in as "User A". Validate that "Client A" is selected and access the 'POC Results Entry' form. Validate that the 'Include Inactive Orders' is defaulted to "No". Select the "Complete Blood Count (CBC)" order in the 'Order' field. Validate the 'Collection' field contains the "Collection Date, Collection Time and the staff who collected the specimen along with the staff member's credentials". 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). 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. Validate that the 'Add/Correct/Void' field is disabled, required and defaulted to "Add". Validate the 'Specimen Collection Date' field contains the collection date. Validate the 'Specimen Collection Time' field contains the collection time. Validate the 'Result Date' field contains the current date. Validate the 'Result Time' field contains the current time. Validate the 'Results' section is displayed. Set the 'Field Name' field to "117" and validate that "mg" is displayed next to it. Click [File]. 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'. Filter the report by select "Client A's PATID" in the 'PATID' field Filter the report a second time by selecting the current date in the 'data_entry_date' field. Validate that the one row of data is displayed. 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. 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'. Filter the report using the 'PATID' field and selecting "Client A's" PATID. Filter the report a second time by selecting the current date in the 'data_entry_date' field. Validate that one row of data exists for this client. Validate that the 'result_status_code' field for this row contains a "C". Validate that the 'result_status_value' field is populated with: Correction to results. Validate that the 'universal_svc_id_code_alt' field contains "CBC". Validate that the 'universal_svc_id_val_alt' field contains "Complete Blood Count". Validate that the 'result_rpt_change_date' field contains the value that was entered in the 'Result Date' field. Validate that the 'result_rpt_change_time' field contains the value that was entered in the 'Result Time' field. Validate the 'specimen_collection_date' field contains the 'Specimen Collection Date'. 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. Validate the 'specimen_collection_time' field contains the 'Specimen Collection Time'. Select "Client A" and access the 'POC Results Entry' form. Validate that the 'Include Inactive Orders' is defaulted to "No". Select the "Complete Blood Count" order in the 'Order' field. Select "Yes" in the 'Include Resulted Collections' field. Validate the 'Collection' field contains the "Collection Date, Collection Time and the staff who collected the specimen along with the staff member's credentials". Validate that "Correct" is selected by default in the 'Add/Edit/Void' field. 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. Validate the 'Specimen Collection Time' field contains the collection time. Validate the 'Result Time' field contains the current time. Validate that the 'Field Name' field contains "117". Set the 'Field Name' field to "125" and click [File]. Refresh the report created using the 'SYSTEM.cw_vital_signs' table. Validate that the one row of data is displayed. 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. Refresh the report created using the 'SYSTEM.results_header' table. Validate that one row of data exists for this client. Validate that the 'result_status_code' field for this row contains a "C". Validate that the 'result_status_value' field is populated with: Correction to results. Validate that the 'universal_svc_id_code_alt' field contains "CBC". Validate that the 'universal_svc_id_val_alt' field contains "Complete Blood Count". Validate that the 'result_rpt_change_date' field contains the value that was entered in the 'Result Date' field. Validate that the 'result_rpt_change_time' field contains the value that was entered in the 'Result Time' field. Validate the 'specimen_collection_date' field contains the 'Specimen Collection Date. 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. Validate the 'specimen_collection_time' field contains the 'Specimen Collection Time'. Select "Client A" and access the 'POC Results Entry' form. Validate that the 'Include Inactive Orders' field is defaulted to "No". Select the "Complete Blood Count" order in the 'Order' field. Select "Yes" in the 'Include Resulted Collections' field. Validate the 'Collection' field contains the "Collection Date Collection Time and the staff who collected the specimen along with the staff member's credentials". Validate that "Correct" is selected by default in the 'Add/Edit/Void' field. 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. Select "Void" in the 'Add/Correct/Void' field. Enter any value in the 'Void Comments' field. Click [File]. Refresh the report created using the 'SYSTEM.cw_vital_signs' table. Validate that the row for this result has been removed. 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'. Filter the report using the 'PATID' field and selecting "Client A's" PATID. Filter the report a second time by selecting the current date in the 'data_entry_date' field. Validate that one row of data exists for this client. Validate that the 'result_status_code' field for this row contains a "C". Validate that the 'result_status_value' field is populated with: Correction to results. Validate that the 'universal_svc_id_code_alt' field contains "CBC". Validate that the 'universal_svc_id_val_alt' field contains "Complete Blood Count". Validate that the 'voided_date' field contains the current date. Validate the 'voided_by' field contains the username associated with the staff member who voided the result. Validate that the 'voided_by_user_name' field contains the username associated with the staff member who voided the result. Validate that the 'void_note' field contains the value that was entered in the 'Void Comments' field. Validate that the 'result_rpt_change_date' field contains the value that was entered in the 'Result Date' field. Validate that the 'result_rpt_change_time' field contains the value that was entered in the 'Result Time' field. Validate the 'specimen_collection_date' field contains the 'Specimen Collection Date'. Validate the 'specimen_collection_time' field contains the 'Specimen Collection Time'. 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. 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 Select "Client A" and access the Order Entry Console. Search for and select "Complete Blood Count (CBC)" in the 'New Order' field. Select "DAILY" in the 'Frequency' field. Set the 'Duration' field to "48" and click [Hours]. Click the [Add to Scratchpad] and Click [Sign]. Access the 'eMAR' widget. Click the 'Lab Orders' tab. Validate an order for "Complete Blood Count (CBC) (DAILY)" is displayed with "Specimen Collect" and no hours of administration under the current date. Complete 'Order Acknowledgement' and 'Client Education' for the "CBC" order. Select the "Specimen Collect" cell under the current date for the "Complete Blood Count (CBC) (DAILY)" order and click [Administer] Validate the 'Specimen Collection' dialog is displayed. Check the 'Accept specimen collection entered' check box and click [OK]. Validate the first cell under the current date for the "Complete Blood Count (CBC) (DAILY)" orders contains the specimen collection time. Validate that "Client A" is selected and access the 'POC Results Entry' form. Validate that the 'Include Inactive Orders' is defaulted to "No". Select the "Complete Blood Count (CBC)" order in the 'Order' field. Validate the 'Collection' field contains the "Collection Date, Collection Time and the staff who collected the specimen along with the staff member's credentials". 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). 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. Validate that the 'Add/Correct/Void' field is disabled, required and defaulted to "Add". Validate the 'Specimen Collection Date' field contains the collection date. Validate the 'Specimen Collection Time' field contains the collection time. Validate the 'Result Date' field contains the current date. Validate the 'Result Time' field contains the current time. Validate the 'Results' section is displayed. Set the 'Field Name' field to "117" and validate that "mg" is displayed next to it. Click [File]. 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'. Filter the report by select "Client A's PATID" in the 'PATID' field Filter the report a second time by selecting the current date in the 'data_entry_date' field. Validate that the one row of data is displayed. 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. 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'. Filter the report using the 'PATID' field and selecting "Client A's" PATID. Filter the report a second time by selecting the current date in the 'data_entry_date' field. Validate that one row of data exists for this client. Validate that the 'result_status_code' field for this row contains a "C". Validate that the 'result_status_value' field is populated with: Correction to results. Validate that the 'universal_svc_id_code_alt' field contains "CBC". Validate that the 'universal_svc_id_val_alt' field contains "Complete Blood Count". Validate that the 'result_rpt_change_date' field contains the value that was entered in the 'Result Date' field. Validate that the 'result_rpt_change_time' field contains the value that was entered in the 'Result Time' field. Validate the 'specimen_collection_date' field contains the 'Specimen Collection Date'. 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. Validate the 'specimen_collection_time' field contains the 'Specimen Collection Time'. Select "Client A" and access the 'POC Results Entry' form. Validate that the 'Include Inactive Orders' is defaulted to "No". Select the "Complete Blood Count" order in the 'Order' field. Select "Yes" in the 'Include Resulted Collections' field. Validate the 'Collection' field contains the "Collection Date, Collection Time and the staff who collected the specimen along with the staff member's credentials". Validate that "Correct" is selected by default in the 'Add/Edit/Void' field. 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. Validate the 'Specimen Collection Time' field contains the collection time. Validate the 'Result Time' field contains the current time. Validate that the 'Field Name' field contains "117". Set the 'Field Name' field to "125" and click [File]. Refresh the report created using the 'SYSTEM.cw_vital_signs' table. Validate that the one row of data is displayed. 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. Refresh the report created using the 'SYSTEM.results_header' table. Validate that one row of data exists for this client. Validate that the 'result_status_code' field for this row contains a "C". Validate that the 'result_status_value' field is populated with: Correction to results. Validate that the 'universal_svc_id_code_alt' field contains "CBC". Validate that the 'universal_svc_id_val_alt' field contains "Complete Blood Count". Validate that the 'result_rpt_change_date' field contains the value that was entered in the 'Result Date' field. Validate that the 'result_rpt_change_time' field contains the value that was entered in the 'Result Time' field. Validate the 'specimen_collection_date' field contains the 'Specimen Collection Date'. 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. Validate the 'specimen_collection_time' field contains the 'Specimen Collection Time'. Select "Client A" and access the 'POC Results Entry' form. Validate that the 'Include Inactive Orders' field is defaulted to "No". Select the "Complete Blood Count" order in the 'Order' field. Select "Yes" in the 'Include Resulted Collections' field. Validate the 'Collection' field contains the "Collection Date Collection Time and the staff who collected the specimen along with the staff member's credentials". Validate that "Correct" is selected by default in the 'Add/Edit/Void' field. 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. Select "Void" in the 'Add/Correct/Void' field. Enter any value in the 'Void Comments' field. Click [File]. Refresh the report created using the 'SYSTEM.cw_vital_signs' table. Validate that the row for this result has been removed. 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'. Filter the report using the 'PATID' field and selecting "Client A's" PATID. Filter the report a second time by selecting the current date in the 'data_entry_date' field. Validate that one row of data exists for this client. Validate that the 'result_status_code' field for this row contains a "C". Validate that the 'result_status_value' field is populated with: Correction to results. Validate that the 'universal_svc_id_code_alt' field contains "CBC". Validate that the 'universal_svc_id_val_alt' field contains "Complete Blood Count". Validate that the 'voided_date' field contains the current date. Validate the 'voided_by' field contains the username associated with the staff member who voided the result. Validate that the 'voided_by_user_name' field contains the username associated with the staff member who voided the result. Validate that the 'void_note' field contains the value that was entered in the 'Void Comments' field. 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. Validate that the 'display_type_value' field contains "Voided".	Topics • POC Results Entry • POC Results Entry Configuration form
Update 44 Summary \| Details Viewing FSBS results in 'Review Results', 'View Results' and 'Void Results' Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: View Results Void Results Scenario 1: Blood Glucose via 'Results Import' viewing in 'View Results', 'Review Results' and 'Void Results'. Specific Setup: A Results file must be imported for "Client A" with an associated lab order which is an 'FSBS' (Finger Stick Blood Glucose) order. The logged in user's 'HomeView' must contain the following widgets: Lab Results A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Access the 'Results Import' form and Import the 'Results' file. Access the 'Review Results' form. Search for and select "Client A" in the 'Client ID' field. Search for and select the "FSBS" result in the 'Select Results' field. Validate the result "(FSBS) Fingerstick Glucose" is displayed. Note down the 'Specimen Collected' date. Click [Discard]. Access the 'View Results' form. Click [Display Results List/Select Result To View/Print]. Search for and select the "FSBS" result in the 'Select Results' field. Validate the "FSBS" result is displayed. Click [Cancel] and [Discard]. Access the 'Void Results' form. Click [Display Results List/Select Result To View/Print]. Search for and select the "FSBS" result in the 'Select Results' field. Validate the "FSBS" result is displayed. Click [Cancel]. Access the 'Home View' and select "Client A". Set the 'Start Date' in the 'Lab Results' widget to the 'Specimen Collected' date noted from before and press tab. Validate the 'Lab Results' widget contains the "FSBS" result.	Topics • myAvatar/myAvatar NX
Update 45 Summary \| Details Default value for 'Status' field in Allergies and Hypersensitivities form. Scenario 1: Allergies and Hypersensitivities - Default value for 'Status' Specific Setup: A client must have an active episode. (Client A) Steps Select "Client A" and access the 'Allergies and Hypersensitivities' form. Click [Update] and [New Row]. Search for and select "ADVIL (MDX-4974) (RxNorm=153010)" from the 'Allergen/Reactant' field. Set the 'Date Recognized' field the current date. Validate the 'Status' field does not contain a value. Search for and select "Confirmed (C)" from the 'Status' field and click [Save]. Validate "Yes" is selected from the 'Known Medication Allergies' field. Select "No" from the 'Known Food Allergies' field and click [Submit]. Access the Order Entry Console. Search for and select "ADVIL 200 MG TABLET ORAL" from the 'New Order' field. Validate the 'At least one warning has been found with this order code.' warning is displayed. Click the warning and validate a message is displayed that states: "A history of hypersensitivity to the following substance has been noted for this patient: ADVIL." Click [Close] and exit the Order Entry Console. Access the 'Registry Settings' form. Search for and select the registry setting: "Avatar CWS->CWS Utilities->Set System Defaults->CWS Allergies->->Default value for 'Status' in 'Allergies and Hypersensitivities' form". Set the 'Registry Setting Value' field to "C" and click [Submit]. Validate a message is displayed that states: "Filing Results" and click [OK]. Validate a message is displayed that states: "Registry Settings has completed. Do you wish to return to form?" and click [No]. Log out and log back into the application. Access the 'Allergies and Hypersensitivities' form. Click [Update] and [New Row]. Search for and select "PENICILLIN (MDX-39913)" from the second 'Allergen/Reactant' field. Set the second 'Date Recognized' field the current date. Validate the second 'Status' field contains "Confirmed (C)". Click [Save] and [Submit]. Access the Order Entry Console. Search for and select "PENICILLIN G POTASSIUM 20 MILLION UNITS POWDER FOR SOLUTION INJECTION" from the 'New Order' field. Validate the 'At least one warning has been found with this order code.' warning is displayed. Click the warning and validate a message is displayed that states: "Drug: PENICILLIN G POTASSIUM 20 MILLION UNITS INJECTION POWDER FOR SOLUTION and Allergen: PENICILLIN Description: BETA-LACTAMS (CARBAPENEMS, CEPHALOSPORINS, CLAVULANIC ACID, MONOBACTAMS, PENICILLINS, SULBACTAM, TAZOBACTAM, AND VABORBACTAM) Screening Message: CROSS-REACTIVITY BETWEEN BETA-LACTAMS (CARBAPENEMS, CEPHALOSPORINS, CLAVULANIC ACID, MONOBACTAMS, PENICILLINS, SULBACTAM, TAZOBACTAM, AND VABORBACTAM) MAY OCCUR. AZTREONAM MAY BE AN APPROPRIATE PENICILLIN ALTERNATIVE IN SOME PENICILLIN-ALLERGIC PATIENTS BUT SHOULD BE USED WITH CAUTION AS CROSS-REACTIVITY WITH PENICILLINS, ESPECIALLY CEFTAZIDIME HAS BEEN REPORTED. There was an experienced reaction of (Reactions Not Specified)." Click [Close] and exit the Order Entry Console. Scenario 2: Allergies and Hypersensitivities - Add/Edit Allergies Specific Setup: A client must have an active episode. (Client A) The user has the 'Allergies and Hypersensitivities' form available on the Chart View. Steps Select "Client A" and access the 'Allergies and Hypersensitivities' form. Select "No" in the 'Known Medication Allergies' field. Select "No" in the 'Known Food Allergies' field. Click [Update]. Validate the 'Allergies and Hypersensitivities' grid is displayed. Click [New Row]. Select any value in the 'Allergen/Reactant' field. Enter the desired date in the 'Date Recognized' field. Select "Active" in the 'Status' field. Select any value in the 'Reaction Severity' field. Click [Save] and [Submit]. Access the Chart View for "Client A". Select the 'Allergies and Hypersensitivities' form from the left-hand side. Validate the allergy added in the previous steps is displayed with a status of "Active". Close the chart. Select "Client A" and access the 'Allergies and Hypersensitivities' form. Click [Update]. Select the allergy added in the previous steps and click [Delete Row]. Validate a "Confirm" message is displayed stating: Are you sure you want to delete these rows? Click [Yes]. Validate an "Error" message is displayed stating: Allergies that have been saved previously cannot be deleted. Please update the 'Status' as appropriate. Click [OK]. Validate the 'Allergies and Hypersensitivities' grid still contains the allergy filed in the previous steps. Select "Inactive" in the 'Status' field. Click [Save] and [Submit]. Access the Chart View for "Client A". Select the 'Allergies and Hypersensitivities' form from the left-hand side. Validate the allergy added in the previous steps is displayed with a status of "Inactive". Close the chart. Select "Client A" and access the 'Allergies and Hypersensitivities' form. Click [Update]. Validate the 'Allergies and Hypersensitivities' grid is displayed. Click [New Row]. Select any value in the 'Allergen/Reactant' field. Enter the desired date in the 'Date Recognized' field. Select "Active" in the 'Status' field. Select any value in the 'Reaction Severity' field. Select the new allergy record and click [Delete Row]. Validate a "Confirm" message is displayed stating: Are you sure you want to delete these rows? Click [Yes]. Validate the 'Allergies and Hypersensitivities' grid does not contain the second allergy record. Click [Close/Cancel] and close the form.	Topics • Order Entry Console • Allergies and Hypersensitivities • NX • myAvatar/myAvatar NX
Update 46 Summary \| Details Treatment Plan items are enhanced for special characters. Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Home View - Recent Clients HomeView.Recent Clients Scenario 1: Treatment Plan Definition - Import Library Specific Setup: A treatment plan library has been imported using 'Treatment Plan Definition' form. The imported library must contain plan levels defined with special characters such as ampersands, single quotes, or double quotes. Steps Open 'Treatment Plan' or any copy of the core 'Treatment Plan' form for Client A. Complete required fields on the 'Plan Page' and click [Launch Plan]. In the Library list, click on the imported library. Double click on any problem to display the remaining library elements. Drag and drop the 'Problem' into the treatment plan tree display. Drag and drop the 'Goal' into the treatment plan tree display, selecting a 'Goal with special characters in the description. Drag and drop the 'Objective' into the treatment plan tree display, selecting a 'Objective' with special characters in the description. Drag and drop the 'Intervention' into the treatment plan tree display, selecting a 'Intervention' with special characters in the description. Complete any required fields for each plan level. Click [Back to Plan Page]. Finalize the plan. Right mouse on Client A and select 'Display Chart'. Display the 'Treatment Plan' just completed. Verify the data is complete with the special characters. Close the client chart. Treatment Plan 'Launch Plan' will allow field logic to execute. Scenario 1: Treatment Plan - Site Specific Section Modeling field logic validation Specific Setup: Two SS Dictionary Fields are enabled on the Problem, Goal, Objective, and Intervention levels via Site Specific Section Modeling. Two SS Free Text Fields are enabled on the Problem, Goal, Objective, and Intervention levels via Site Specific Section Modeling. Using 'Dictionary Update' for CWS file, add the following values to each of the dictionaries added in SSSM: None, Require, Require Clear (or any values you choose). In SSSM form, for the first SS Dictionary, add events for each of the dictionary entries: None - unrequire the first free text field; Require - require the first free text field, and Require Clear - require and clear the first free text field. In SSSM form, for the second SS Dictionary, add events for each of the dictionary entries: None - unrequire the first free text field; Require - require the first free text field, and Require Clear - require and clear the first free text field. Repeat the above Event logic for all plan levels. Steps Note that this testing scenario is in response to an issue that was specific to a few agencies and may not apply to your agency processing. Open the Treatment Plan form where the Site Specific fields were added for Client A. Complete all required fields and click [Launch Plan]. Select a 'Problem' from a library, or add a 'Problem' manually. Complete all required fields. For the first dictionary, select 'Require'. For the second dictionary, select 'Require Clear'. Complete the associated text fields. Repeat steps 3 - 7 for the 'Goal', 'Objective', and 'Intervention' plan levels. Click [Back to Plan Page]. Click [Launch] for the same plan. Note that the Free Text fields are set to required. Complete the plan as needed. Click [Back to Plan Page]. Click [Submit]. Progress Notes alert display of Client Authorizations Scenario 1: Managed Care Authorization warning messages will be displayed consistently Progress Notes. Specific Setup: A client (Client A) has Managed Care Authorizations on file. Note the authorizations available. Testing will require the authorizations to be exhausted in the Progress Notes (Group and Individual) form. Registry Setting 'Multiple Start and End Times to Document Sessions' is set to 'Y' for any Progress Notes (Group and Individual) form. Steps Open Progress Notes (Group and Individual) form for Client A. Create a note for a 'New Service'. Set the 'Date of Service' to be within the date range as defined on the 'Managed Care Authorizations' form. Select a 'Practitioner'. Select the 'Service Program'. Select a 'Service Charge Code' that is authorized as defined on the 'Managed Care Authorizations' form. Set the 'Session Start Time' to any time. Set the 'Session End Time' to any time. Click [Add/Update]. Depending on how many services are authorized, a message will display: 'Authorizations On File For Guarantor <GuarantorName (99999)> Are Exhausted With Entered Services.' Click [OK] to ignore the warning and continue filing the note or click [Cancel] to abort the note filing. Progress Note import validation for 'Location' field. Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Site Specific Section Modeling Import/Export (CWS) Scenario 1: The 'Site Specific Section Modeling Import/Export' form is updated to prevent errors when importing/exporting a Site Specific Section Modeled Progress Note with a default location defined. Specific Setup: Changes have been filed in 'Site Specific Section Modeling' for the 'Progress Notes (Group and Individual)' form or any copy of the form. Steps NOTE: Any agencies where this error was seen must export/import their copy of the Progress Notes form again after this update is installed. Open 'Site Specific Section Modeling Import/Export' form. Select the Progress Notes form to be exported/imported from the 'Select Form to Export' drop down field. Click [Begin Export]. Select a location for the exported file to be saved in. Click [Select Import File]. Click [OK] on the message "Warning!! The file upload process may take a few minutes to process" Select the file to import from the saved location. Click [OK] on the 'File Upload Complete' message. Click [Begin Import Scan] Click [Process Import File]. Click [OK] on the 'Import Complete' message. Click [Close Form]. Open the form which was imported. Complete all required fields and file. Verify no errors are displayed. Progress Notes web services will validate numeric fields. Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Progress Notes (Group and Individual) Web Service Scenario 1: Progress Note (Group and Individual) Web Service is updated to display an error when non-numeric data is entered in Site Specific Integer fields. Specific Setup: Access to SoapUI or other web services tool. One or more Site Specific Integer fields have been added to the Progress Notes (Group and Individual) form using the 'Site Specific Section Modeling' form. Steps Internal testing only Client Authorizations will validate when a practitioner is modified. Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Authorization Warning Scenario 1: Authorization validation will use the practitioner entered on Ambulatory Progress Notes rather than the associated logged in user. Specific Setup: Log in as a user who is associated to a practitioner. A practitioner is associated to Managed Care Authorizations for a testing client (Client A), which is not the same practitioner as the logged in user. Steps Open 'Ambulatory Progress Notes' form for Client A. Select 'New Service' in the 'Progress Notes For' field. Set the 'Date of Service' to any date within the authorization range for Client A. Change the 'Practitioner' to the practitioner associated with the authorization for Client A. Select a 'Service Code' which will produce an authorization warning for Client A. A message displays: 'Authorizations On File For Guarantor <GuarantorName (99999)> Are Exhausted With Requested Services' Click [OK] to continue to file the note. File the note. Display the note in the 'Chart View' for Client A. Verify that the Practitioner is set to the manually entered practitioner in the note. Close the chart.	Topics • Treatment Plan • NX • Treatment Plan Definition • Progress Notes • Site Specific Section Modeling Import/Export • Site Specific Section Modeling • Web Services
Update 48 Summary \| Details Significant Findings Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Results Entry Significant Findings Scenario 1: OE NX - Significant Findings - Abnormal results - Lab Specific Setup: A client must have an active episode. (Client A). Steps Select "Client A" and access the Order Entry Console. Create a lab-type order. Access the 'Results Entry' form. Select "Add" from the 'Add/Edit/Delete Result' field. Select the lab-type order created, populate the required fields, and select "LAB" from the 'Diagnostic Service Code' field. Click [File Header Info] and select the 'Results Detail' section. Select "Add" from the 'Add/Edit/Delete Result Detail' field. Select the header just filed, populate the required fields, selecting an abnormal code from the 'Observation Abnormal Code' field, and click [File Detail Info]. Access the 'Significant Findings' form for "Client A". Set the 'Significant Finding Date' field to the current date. Set the 'Significant Finding Time' to the current time. Select "Lab Result" from the 'Significant Finding Type' field. Select the result filed from the 'Findings' field. Validate the information displays correctly. Scenario 2: OE NX - Significant Findings - Abnormal results - Micro Specific Setup: A client must have an active episode. (Client A) Steps Select "Client A" and access the Order Entry Console. Create a lab-type order. Access the 'Results Entry' form. Select "Add" from the 'Add/Edit/Delete Result' field. Select the lab-type order created, populate the required fields, and select "Micro" from the 'Diagnostic Service Code' field. Click [File Header Info] and select the 'Results Detail' section. Select "Add" from the 'Add/Edit/Delete Result Detail' field. Select the header just filed, populate the required fields, selecting an abnormal code from the 'Observation Abnormal Code' field, and click [File Detail Info]. Access the 'Significant Findings' form for "Client A". Set the 'Significant Finding Date' field to the current date. Set the 'Significant Finding Time' to the current time. Select "Micro Result" from the 'Significant Finding Type' field. Select the result filed from the 'Findings' field. Validate the information displays correctly. Significant Findings Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Significant Findings Scenario 1: Significant Findings - Lab result Specific Setup: A Lab result must be filed for any client (Client A) Steps Open the 'Significant Findings' form for "Client A". Set the 'Significant Finding Date' field to the current date. Click [Current] for the 'Significant Finding Time' field. Select "Lab Result" from the 'Significant Finding Type' field. Validate the 'Date' and 'Time' for the entry are accurate. Select any result from the 'Findings' field. Validate the 'Finding Details' field contains data from the selected result. Click [Submit] and validate the form files successfully. Significant Findings Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Results Entry Significant Findings Scenario 1: OE NX - Significant Findings - Abnormal results - Lab Specific Setup: A client must have an active episode. (Client A). Steps Select "Client A" and access the Order Entry Console. Create a lab-type order. Access the 'Results Entry' form. Select "Add" from the 'Add/Edit/Delete Result' field. Select the lab-type order created, populate the required fields, and select "LAB" from the 'Diagnostic Service Code' field. Click [File Header Info] and select the 'Results Detail' section. Select "Add" from the 'Add/Edit/Delete Result Detail' field. Select the header just filed, populate the required fields, selecting an abnormal code from the 'Observation Abnormal Code' field, and click [File Detail Info]. Access the 'Significant Findings' form for "Client A". Set the 'Significant Finding Date' field to the current date. Set the 'Significant Finding Time' to the current time. Select "Lab Result" from the 'Significant Finding Type' field. Select the result filed from the 'Findings' field. Validate the information displays correctly. Scenario 2: OE NX - Significant Findings - Abnormal results - Micro Specific Setup: A client must have an active episode. (Client A) Steps Select "Client A" and access the Order Entry Console. Create a lab-type order. Access the 'Results Entry' form. Select "Add" from the 'Add/Edit/Delete Result' field. Select the lab-type order created, populate the required fields, and select "Micro" from the 'Diagnostic Service Code' field. Click [File Header Info] and select the 'Results Detail' section. Select "Add" from the 'Add/Edit/Delete Result Detail' field. Select the header just filed, populate the required fields, selecting an abnormal code from the 'Observation Abnormal Code' field, and click [File Detail Info]. Access the 'Significant Findings' form for "Client A". Set the 'Significant Finding Date' field to the current date. Set the 'Significant Finding Time' to the current time. Select "Micro Result" from the 'Significant Finding Type' field. Select the result filed from the 'Findings' field. Validate the information displays correctly.	Topics • NX • Significant Findings • Order Entry Console
Update 49 Summary \| Details Treatment Plan - 'Plan Participants' grid Scenario 1: Treatment Plan - Validate signatures in the 'Plan Participant' grid Specific Setup: The following must be defined in 'Site Specific Section Modeling' for the '(Treatment Plan) Participation' form: Must have one signature field added to the 'Plan Participation' grid (SS Treatment Plan Part Sign 1). Must have event logic defined for the 'Role' field so that when "External Participant" is selected in the 'Role' field, the signature field becomes required. A client is enrolled in an existing episode (Client A). Document routing is enabled on the 'Treatment Plan' form. Steps Select "Client A" and access the 'Treatment Plan' form. Enter the desired date in the 'Plan Date' field. Select the desired value in the 'Plan Type' field. Select "Draft" in the 'Treatment Plan Status' field. Click [New Row] in the 'Plan Participants' grid. Select "External Participant" in the 'Role' field. Select "Final" in the 'Treatment Plan Status' field. Validate an error message is displayed stating: Missing Required Fields: SS Treatment Plan Part Sign 1. Click [OK]. Validate an error message is displayed stating: Cancelled. Click [OK]. Click [Sign] in the 'SS Treatment Plan Part Sign 1' field. Sign in the 'Please Sign' field and click [OK]. Select "Final" in the 'Treatment Plan Status' field. Click [Submit]. Validate the "Confirm Document" dialog is displayed with the treatment plan data. Click [Accept]. Enter the password for the logged in user and click [OK]. Scenario 2: Treatment Plan Copy - Validate signatures in the 'Plan Participant' grid Specific Setup: The following must be defined in 'Site Specific Section Modeling' for the '(Treatment Plan Number 1) Participation' form: Must have one signature field added to the 'Plan Participation' grid (SS Treatment Plan Part Sign 1). Must have event logic defined for the 'Role' field so that when "External Participant" is selected in the 'Role' field, the signature field becomes required. A client is enrolled in an existing episode (Client A). Document routing is enabled on the 'Treatment Plan Number 1' form. Steps Select "Client A" and access the 'Treatment Plan Number 1' form. Enter the desired date in the 'Plan Date' field. Select the desired value in the 'Plan Type' field. Select "Draft" in the 'Treatment Plan Status' field. Click [New Row] in the 'Plan Participants' grid. Select "External Participant" in the 'Role' field. Select "Final" in the 'Treatment Plan Status' field. Validate an error message is displayed stating: Missing Required Fields: SS Treatment Plan Part Sign 1. Click [OK]. Validate an error message is displayed stating: Cancelled. Click [OK]. Click [Sign] in the 'SS Treatment Plan Part Sign 1' field. Sign in the 'Please Sign' field and click [OK]. Select "Final" in the 'Treatment Plan Status' field. Click [Submit]. Validate the "Confirm Document" dialog is displayed with the treatment plan data. Click [Accept]. Enter the password for the logged in user and click [OK]. Scenario 3: Treatment Plan - File a Treatment Plan with Document Routing Specific Setup: Client is enrolled in an existing episode (Client A) The 'Treatment Plan' form must have document routing enabled. Must have the 'My To Do's' widget configured on a view. Steps Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Enter "T" in the 'Plan Date' field. Validate the current date is displayed in the 'Plan Date' field. Click [Plan Date T]. Validate the current date is displayed in the 'Plan Date' field. Select any value in the 'Plan Type' field. Select any value from 'Problem List'. Click [New Row - Plan Participants]. Select any value from the 'Role' field in the 'Participation' section. Select 'Staff ID' and enter "Staff Member A". Validate that the selected staff member's name displays in the 'Participant Name' field. Select any value from the 'Plan Author' field. Select any value from the 'Notification' field. Add multiple staff members as needed. Enter any value in the 'Strengths' field. Enter any value in the 'Weakness' field. Enter any value in the 'Discharge Planning' field. Select "Draft" in the 'Draft/Final' field. Click [Launch Plan]. Select the problem from the 'Tree View'. Select any value from the 'Status' field. Click [Add New Goal]. Validate the 'Tree View' displays the new entry. Enter multiple lines of text in the 'Goal' field. Select any value from the 'Status' field. Click [Add New Objective]. Validate the 'Tree View' displays the new entry. Enter multiple lines of text in the 'Objective' field. Select any value from the 'Status' field. Click [Add New Intervention]. Validate the 'Tree View' displays the new entry. Select any value in the 'Status' field. Click [Return to Plan]. Select "Final" in the 'Draft/Final' field. Click [Submit]. Validate the treatment plan data displays as expected in the 'Document Routing' screen. Click [Sign and Route]. Enter the password and click [Verify]. Select the staff member associated with the logged in user in the 'Route Document To' field and click [Add] Click [Submit] Access the 'My To Do's' widget. Click [My To Do's]. Validate the record for "Client A" and click [Review]. Validate the treatment plan data displays as expected in the 'Document Preview'. Click [Accept] and [Sign]. Enter the password and click [Verify]. Validate the record is no longer present. Close the 'To Do's'. Scenario 4: Treatment Plan - File a Treatment Plan with Document Routing Specific Setup: Client is enrolled in an existing episode (Client A) The 'Treatment Plan' form must have document routing enabled. Must have the 'My To Do's' widget configured on a view. Steps Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Enter "T" in the 'Plan Date' field. Validate the current date is displayed in the 'Plan Date' field. Click [Plan Date T]. Validate the current date is displayed in the 'Plan Date' field. Select any value in the 'Plan Type' field. Select any value from 'Problem List'. Click [New Row - Plan Participants]. Select any value from the 'Role' field in the 'Participation' section. Select 'Staff ID' and enter "Staff Member A". Validate that the selected staff member's name displays in the 'Participant Name' field. Select any value from the 'Plan Author' field. Select any value from the 'Notification' field. Add multiple staff members as needed. Enter any value in the 'Strengths' field. Enter any value in the 'Weakness' field. Enter any value in the 'Discharge Planning' field. Select "Draft" in the 'Draft/Final' field. Click [Launch Plan]. Select the problem from the 'Tree View'. Select any value from the 'Status' field. Click [Add New Goal]. Validate the 'Tree View' displays the new entry. Enter multiple lines of text in the 'Goal' field. Select any value from the 'Status' field. Click [Add New Objective]. Validate the 'Tree View' displays the new entry. Enter multiple lines of text in the 'Objective' field. Select any value from the 'Status' field. Click [Add New Intervention]. Validate the 'Tree View' displays the new entry. Select any value in the 'Status' field. Click [Return to Plan]. Select "Final" in the 'Draft/Final' field. Click [Submit]. Validate the treatment plan data displays as expected in the 'Document Routing' screen. Click [Sign and Route]. Enter the password and click [Verify]. Select the staff member associated with the logged in user in the 'Route Document To' field and click [Add] Click [Submit] Access the 'My To Do's' widget. Click [My To Do's]. Validate the record for "Client A" and click [Review]. Validate the treatment plan data displays as expected in the 'Document Preview'. Click [Accept] and [Sign]. Enter the password and click [Verify]. Validate the record is no longer present. Close the 'To Do's'.	Topics • Treatment Plan • Site Specific Section Modeling
Update 50 Summary \| Details 'Treatment Plan' field 'Status (Problem List)' is updated to default a specific value. Scenario 1: Treatment Plan - Problems - Status (Problem List) default Specific Setup: Registry Setting 'Default value for 'Status (Problem List)' is set to 'Yes'. Steps Open the 'Treatment Plan' form for any client. Set the 'Plan Date' field to the current date. Set the Plan Type field to any value. Select "Draft" from the 'Treatment Plan Status' field. Click [Launch Plan]. Click [Add New Problem]. Set the 'Problem Code' field to any problem code. Set the 'Problem' field to any text. Validate the 'Status (Problem List)' field is defaulted to the value as set in the Registry Setting 'Default value for 'Status (Problem List)'. Set the 'Status' field to any value. Complete any required fields as needed. Click [Back to Plan Page]. Click [Launch Plan]. Validate the Status (Problem List)' field is populated with the default value. Click [Back to Plan Page]. Click [Submit]. Validate the form submits successfully.	Topics • Registry Settings • Treatment Plan - Status (Problem List)
Update 52 Summary \| Details Avatar CWS - Allergen Search Scenario 1: Validate the 'ClientAllergies' - 'SearchAllergenCodes' web service Specific Setup: CareFabric is configured and enabled. A client must have an active episode. (Client A) The 'Enable Allergen Search Web Service' registry setting is enabled. Steps Access SoapUI for the 'Client Allergies' - 'SearchAllergenCodes' web service. Enter the system code that will be used to log into Avatar in the 'SystemCode' field. Enter the user name that will be used to log into Avatar in the 'UserName' field. Enter the password that will be used to log into Avatar in the 'Password' field. Enter the desired search value in the 'SearchTerm' field. Click [Run]. Validate the 'SearchAllergenCodesResponse' field contains allergens based on the 'SearchTerm' entered. Scenario 2: Validate the 'Enable Allergen Search Web Service' registry setting Specific Setup: CareFabric is configured and enabled. The 'Enable Allergen Search Web Service' registry setting is enabled. A client must have an active episode. (Client A) Steps Access the 'Registry Settings' form. Enter "Enable Allergen Search Web Service" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Select "Enable Allergen Search Web Service" and click [OK]. Validate the 'Registry Setting' field contains "Avatar CWS->CWS Utilities->Set System Defaults->CWS Allergies->->Enable Allergen Search Web Service". Validate the 'Registry Setting Detail' field contains: Use this registry setting to enable the Allergen Code search to derive its content via a web service that accesses Netsmart's cloud-based Service Oriented Architecture (SOA). Netsmart's cloud-based content provides Micromedex-derived Allergen Codes, and is supplemented with additional SNOMED-derived Allergen Codes as needed. Please note: This registry setting only allows for the value 'Y'. Please note: This is a onetime setup process. Once this registry setting is set to 'Y' it will enable the Allergy WebService Search and the Registry Setting value cannot be changed anymore. Please note: If the 'Avatar CareFabric' module is loaded and enabled (requires Avatar CareFabric 2022 Update #35) then the SDK based services will be used and it will no longer require the 'CareFabric Configuration' form to be submitted. Validate the 'Registry Setting Value' is set to "Y". Enter "Allergen Search Web Service URL" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Select "Allergen Search Web Service URL" and click [OK]. Validate the 'Registry Setting' field contains "Avatar CWS->CWS Utilities->Set System Defaults->CWS Allergies->->Allergen Search Web Service URL". Validate the 'Registry Setting Detail' field contains: Enter the URL where the allergen search web service resides. If entered, the allergen search process will use this and it will no longer require the 'CareFabric Configuration' form to be submitted. Please note: This registry setting only takes effect when the 'Enable Allergen Search Web Service' is enabled. Please note: If the 'Avatar CareFabric' module is loaded and enabled (requires Avatar CareFabric 2022 Update #35) then the SDK based services will be used and this registry setting will be disregarded. Please contact your Netsmart representative for more information on this and other available web services. Please note: the 'Allergen Search Web Service URL' registry setting will now only be required when the 'Enable Allergen Search Web Service' registry setting is enabled and CareFabric is NOT enabled. Close the form. Select "Client A" and access the 'Allergies and Hypersensitivities' form. Select "No" in the 'Known Medication Allergies' field. Select "No" in the 'Known Food Allergies' field. Click [Update]. Validate the 'Allergies and Hypersensitivities' grid is displayed. Click [New Row]. Search for any value in the 'Allergen/Reactant' field. Validate the allergen search returns successfully and select the desired value. Populate all other required and desired fields. Click [Save] and [Submit]. Scenario 3: File an allergy in OrderConnect and validate it displays in the 'Allergies and Hypersensitivities' form Specific Setup: User with existing Provider login credentials in myAvatar OrderConnect must be installed and configured to communicate with myAvatar and vice versa User with a client enrolled in an existing episode "Client A" User has access to the 'Allergies and Hypersensitivities' form User has access to the 'Registry Settings' form 'Avatar CWS->CWS Utilities->Set System Defaults->CWS Allergies->->Enable Allergy Integration with OrderConnect' is set to "Y" Avatar CWS->CWS Utilities->Set System Defaults->CWS Allergies->->Set 'Allergies/Hypersensitivities Reviewed' If Allergies Are Updated is set to "Y" User has access to the 'SYSTEM.cw_client_allergies_review' SQL table in the 'User Definition' form Steps Select "Client A" and access the 'Launch OrderConnect' form. Click [Launch OrderConnect]. Verify the 'OrderConnect Chart' is displayed. Click [Allergies] and [Add Allergy]. Verify the 'Allergy Search/Assign' dialog is displayed. Select any value in the 'Type' field. Enter any value in the 'Search Term' field. Click [Search]. Select the desired value and click [Add]. Verify the 'Add Allergy - Attributes' dialog is displayed. Select any value in the 'Reaction' field. Select any value in the 'Severity' field. Click [Add]. Validate a "Message from webpage" message is displayed stating: Are you sure you want to add this Allergy to the patient record. Click [OK] and [Close Chart]. Close the form. Select "Client A" and access the 'Allergies and Hypersensitivities' form. Validate the client header contains the reviewed status "Allergies Reviewed = Yes". Click [Update]. Verify the 'Allergies and Hypersensitivities' table is displayed. Validate the 'Allergies and Hypersensitivities' table contains the Allergy filed through OrderConnect in the previous steps. Click [Close/Cancel] and [Submit]. Access Crystal Reports or other SQL reporting tool. Create a report using the 'SYSTEM.cw_client_allergies_review' table. Validate a row is displayed for the review information for "Client A". Validate the 'PATID' field contains the Client ID for "Client A". Validate the 'reviewed_code' field contains "Y" for the saved allergy in the previous steps. Validate the 'reviewed_value' field contains "Yes" for the saved allergy in the previous steps. Close the report. Scenario 4: Allergies and Hypersensitivities - Add/Edit Allergies Specific Setup: CareFabric is configured and enabled. The 'Enable Allergen Search Web Service' registry setting is enabled. A client must have an active episode. (Client A) Steps Select "Client A" and access the 'Allergies and Hypersensitivities' form. Select "No" in the 'Known Medication Allergies' field. Select "No" in the 'Known Food Allergies' field. Click [Update]. Validate the 'Allergies and Hypersensitivities' grid is displayed. Click [New Row]. Search for and select any value in the 'Allergen/Reactant' field. Enter the desired date in the 'Date Recognized' field. Select "Active" in the 'Status' field. Select any value in the 'Reaction Severity' field. Click [Save] and [Submit]. Select "Client A" and access the 'Allergies and Hypersensitivities' form. Click [Update]. Validate the 'Allergies and Hypersensitivities' grid contains the allergy filed in the previous steps. Select "Inactive" in the 'Status' field. Click [Save] and [Submit]. Select "Client A" and access the 'Allergies and Hypersensitivities' form. Click [Update]. Validate the 'Allergies and Hypersensitivities' grid contains the allergy with the "Inactive" status. Click [Close/Cancel] and close the form. Scenario 5: Validate the 'ClientAllergies' - 'Save' web service Specific Setup: CareFabric is configured and enabled. A client must have an active episode. (Client A) The 'Enable Allergen Search Web Service' registry setting is enabled. Steps Access SoapUI for the 'Client Allergies' - 'Save' web service. Enter the system code that will be used to log into Avatar in the 'SystemCode' field. Enter the user name that will be used to log into Avatar in the 'UserName' field. Enter the password that will be used to log into Avatar in the 'Password' field. Enter "Client A" in the 'ClientID' field. Enter the allergen reactant code in the 'allergenReactant' field. Enter the status code in the 'Status' field. Enter the date in the 'dateRecognized' field. Click [Run]. Validate the request has sent successfully. Validate the 'Message' field contains the 'ClientAllergies web service has been filed successfully.' Select "Client A" and access the 'Allergies and Hypersensitivities' form. Click [Update]. Verify the 'Allergies and Hypersensitivities' grid is displayed. Validate the 'Allergies and Hypersensitivities' grid contains the allergy filed in the previous steps. Click [Close/Cancel] and [Submit].	Topics • Web Services • Allergy • Registry Settings • Allergies and Hypersensitivities • Allergies
Update 53 Summary \| Details Results Header - Result Interpreter Name Scenario 1: Displaying Name & Credentials correctly when lab resulted(CWS) Steps Internal Testing Only Ordering Provider Name Scenario 1: Displaying Name & Credentials correctly when lab resulted(CWS) Steps Internal Testing Only	Topics • NX • myAvatar/myAvatar NX
Update 54 Summary \| Details Avatar CWS - 'Export Health Information' form 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 Client Health Maintenance Results Entry Scenario 1: Export Health Information - Surveillance Specific Setup: Avatar is configured to integrate with CareConnect and vice versa. 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 Access the 'Registry Settings' form. Enter "Public Health Reporting Service URL" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Validate the 'Registry Setting' field contains "Avatar CWS->Clinical Information Exchange->->->->Public Health Reporting Service URL". Validate the 'Registry Setting Details' field contains "Allows the URL of the Public Health Reporting Web Service to be specified by the value entered. Please note: If the 'Avatar CareFabric' module is loaded and enabled (requires Avatar CareFabric 2022 Update #36) then SDK based services will be used and the form 'Export Health Information' will no longer need this registry setting and it will no longer require the 'CareConnect Security Configuration' form to be submitted." Close the form. Select "Client A" and access the 'Health and Review of Systems' form. Enter the current date in the 'Assessment Date' field. Select "Established" in the 'Type Of Client' field. Populate all desired fields. Select "Yes" in the 'Include in 'Include In Syndromic Reporting' field. Select "Final" in the 'Draft/Final' field. Click [Submit] and [Yes]. Click [Add] to add another assessment. Enter the current date in the 'Assessment Date' field. Select "Established" in the 'Type Of Client' field. Populate all desired fields. Select "No" in the 'Include in 'Include In Syndromic Reporting' field. Select "Final" in the 'Draft/Final' field. Click [Submit] and [No]. Access the 'Export Health Information' form. Select "Compile" in the 'Action' field. Select "Public Health' in the 'Target Agency Type' field. Enter the current date in the 'From Date' and 'Through Date' field.s Select "Surveillance" in the 'Type of Information' field. Click [Process]. Validate a message is displayed stating: Compile Complete. Click [OK]. Validate a report is displayed with the assessment included in the compile. Validate the report contains only the assessment that had "Yes" selected in the 'Include In Syndromic Reporting' field. Close the report. Select "Post" in the 'Action' field. Select the file compiled in the previous steps. Select "Flat File" in the 'Transmit Via' field. Click [Process]. Validate a message is displayed stating: File(s) created. Click [OK] and close the form. Access Crystal Reports or other SQL Reporting tool. Select the CWS namespace. Create a report using the 'SYSTEM.health_info_export_log' table. 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. Validate the 'PATID' field contains "Client A". Validate the 'batch_id' field contains a unique identifier (ex. 66158.00001). Validate the 'data_entry_by' field contains the user. Validate the 'export_date' field contains the export date. Validate the 'export_time' field contains the export time. Validate the 'export_type_code' field contains "FlatFile". Validate the 'export_type_value' field contains "Flat File". Validate the 'link_to_source_data' field contains a unique id (ex. HRS66158.001). Validate the 'source_activity_date' field contains the date the assessment was filed. Access the 'Export Health Information' form. Select "Compile" in the 'Action' field. Please note: we will be re-compiling the same data compiled in the previous steps. Select "Public Health" in the 'Target Agency Type' field. Enter the current date in the 'From Date' and 'Through Date' fields. Select "Surveillance" in the 'Type of Information' field. Click [Process]. Validate a message is displayed stating: Compile Complete. Click [OK]. Validate a report is displayed with the assessment included in the compile. Validate the report contains only the assessment that had "Yes" selected in the 'Include In Syndromic Reporting' field. Close the report. Select "Post" in the 'Action' field. Select the file compiled in the previous steps. Select "CareConnect" in the 'Transmit Via' field. Click [Process]. Validate a message is displayed stating: Post Complete. Click [OK]. After a few moments, select "View" in the 'Action' field. Select the file posted in the previous steps. Validate the 'CareConnect Status' field contains "Surveillance: Transmission Status: Sent". Please note: this may take a few moments before passing through the CareConnect queue. Click [Process]. Validate a report is displayed with the assessment that has been posted. Close the report and the form. Access Crystal Reports or other SQL Reporting tool. Refresh the report using the 'SYSTEM.health_info_export_log' table. Validate a second row is displayed for the same assessment. Validate the 'batch_id' field contains a unique identifier (ex. 66158.00002). Validate the 'export_type_code' field contains "CareConnect". Validate the 'export_type_value' field contains "CareConnect". 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). Close the report. Scenario 2: Export Health Information - Immunizations Specific Setup: Avatar is configured to integrate with CareConnect and vise versa. 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 Access the 'Registry Settings' form. Enter "Public Health Reporting Service URL" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Validate the 'Registry Setting' field contains "Avatar CWS->Clinical Information Exchange->->->->Public Health Reporting Service URL". Validate the 'Registry Setting Details' field contains "Allows the URL of the Public Health Reporting Web Service to be specified by the value entered. Please note: If the 'Avatar CareFabric' module is loaded and enabled (requires Avatar CareFabric 2022 Update #36) then SDK based services will be used and the form 'Export Health Information' will no longer need this registry setting and it will no longer require the 'CareConnect Security Configuration' form to be submitted." Close the form. Access the 'Client Health Maintenance' form. Select "Client A" in the 'Client ID' field. Click [Update]. Select "Adenovirus Types 4 and 7 (143)" in the 'Vaccine' field. Select the desired value in the 'Dose' field. Select "Facility" in the 'Provided By' field. Enter the current date in the 'Date' field. Enter the current time in the 'Time' field. Enter the desired value in the 'Amount' field. Select the desired value in the 'Unit' field. Select the desired value in the 'Route' field. Enter the desired value in the 'NDC' field. Select the desired value in the 'Manufacturer' field. Enter the desired value in the 'Lot #' field. Enter the desired date in the 'Exp Date' field. Select the desired practitioner in the 'Ordered By' field. Select the desired practitioner in the 'Administered By' field. Select "New Immunization Record" in the 'Source Of Immunization' field. Click [New Row]. Select "Anthrax (24)" in the 'Vaccine' field. Enter the desired value in the 'Dose' field. Select "Other" in the 'Provided By' field. Enter the current date in the 'Date' field. Enter the current time in the 'Time' field. Select "Historical Information - From Birth Certificate" in the 'Source of Immunization' field. Click [Save] and [Submit]. Access the 'Export Health Information' form. Select "Compile" in the 'Action' field. Select "Public Health' in the 'Target Agency Type' field. Enter the current date in the 'From Date' and 'Through Date' field.s Select "Immunizations" in the 'Type of Information' field. Click [Process]. Validate a message is displayed stating: Compile Complete. Click [OK]. Validate a report is displayed with the immunization included in the compile. Validate the report contains only the immunization provided by "Facility". Close the report. Select "Post" in the 'Action' field. Select the file compiled in the previous steps. Select "Flat File" in the 'Transmit Via' field. Click [Process]. Validate a message is displayed stating: File(s) created. Click [OK] and close the form. Access Crystal Reports or other SQL Reporting tool. Select the CWS namespace. Create a report using the 'SYSTEM.health_info_export_log' table. Validate there is a row displayed for the immunization provided by the "Facility" that was posted in the previous steps. Validate the 'PATID' field contains "Client A". Validate the 'batch_id' field contains a unique identifier (ex. 66158.00001). Validate the 'data_entry_by' field contains the user. Validate the 'export_date' field contains the export date. Validate the 'export_time' field contains the export time. Validate the 'export_type_code' field contains "FlatFile". Validate the 'export_type_value' field contains "Flat File". Validate the 'link_to_source_data' field contains a unique id (ex. HMI.00001). Validate the 'source_activity_date' field contains the date the immunization was filed. Access the 'Export Health Information' form. Select "Compile" in the 'Action' field. Please note: we will be re-compiling the same data compiled in the previous steps. Select "Public Health" in the 'Target Agency Type' field. Enter the current date in the 'From Date' and 'Through Date' fields. Select "Immunizations" in the 'Type of Information' field. Click [Process]. Validate a message is displayed stating: Compile Complete. Click [OK]. Validate a report is displayed with the immunization included in the compile. Validate the report contains only the immunization provided by "Facility". Close the report. Select "Post" in the 'Action' field. Select the file compiled in the previous steps. Select "CareConnect" in the 'Transmit Via' field. Validate a message is displayed stating: Post Complete. Click [OK]. After a few moments, select "View" in the 'Action' field. Select the file posted in the previous steps. Validate the 'CareConnect Status' field contains "Immunizations: Transmission Status: Sent". Please note: this may take a few moments before passing through the CareConnect queue. Click [Process]. Validate a report is displayed with the immunization that has been posted. Close the report and the form. Access Crystal Reports or other SQL Reporting Tool. Refresh the report using the 'SYSTEM.health_info_export_log' table. Validate a second row is displayed for the immunization that has now been posted twice. Validate the 'batch_id' field contains a unique identifier (ex. 66158.00002). Validate the 'export_type_code' field contains "CareConnect". Validate the 'export_type_value' field contains "CareConnect". 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). Close the report. Scenario 3: Export Health Information - Lab Results Specific Setup: Avatar is configured to integrate with CareConnect and vise versa. 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 Access the 'Registry Settings' form. Enter "Public Health Reporting Service URL" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Validate the 'Registry Setting' field contains "Avatar CWS->Clinical Information Exchange->->->->Public Health Reporting Service URL". Validate the 'Registry Setting Details' field contains "Allows the URL of the Public Health Reporting Web Service to be specified by the value entered. Please note: If the 'Avatar CareFabric' module is loaded and enabled (requires Avatar CareFabric 2022 Update #36) then SDK based services will be used and the form 'Export Health Information' will no longer need this registry setting and it will no longer require the 'CareConnect Security Configuration' form to be submitted." Close the form. Select "Client A" and access the 'Results Entry' form. Select "Add" in the 'Add/Edit/Delete Result' field. Enter the desired value in the 'Filler Order #' field. Select the desired value in the 'Universal Service ID Code Lookup' field. Enter the current date in the 'Specimen Collected Date' field. Enter the current time in the 'Specimen Collected Time' field. Enter the current date in the 'Specimen Received Date' field. Enter the current time in the 'Specimen Received Time' field. Click [File Header Info]. Validate a message is displayed stating: Header information filed. Click [OK]. Select the "Result Details" section. Select "Add" in the 'Add/Edit/Delete Result Detail' field. Validate the 'Header' field contains the header filed in the previous steps. Enter the reportable LOINC Code in the 'Observation ID Code' field. Enter the current date in the 'Observation Date' field. Enter the current time in the 'Observation Time' field. Click [File Detail Info]. Validate a message is displayed stating: Detail information filed. Click [OK] and close the form. Select "Client A" and access the 'Results Entry' form. Select "Add" in the 'Add/Edit/Delete Result' field. Enter the desired value in the 'Filler Order #' field. Select the desired value in the 'Universal Service ID Code Lookup' field. Enter the current date in the 'Specimen Collected Date' field. Enter the current time in the 'Specimen Collected Time' field. Enter the current date in the 'Specimen Received Date' field. Enter the current time in the 'Specimen Received Time' field. Click [File Header Info]. Validate a message is displayed stating: Header information filed. Click [OK]. Select the "Result Details" section. Select "Add" in the 'Add/Edit/Delete Result Detail' field. Validate the 'Header' field contains the header filed in the previous steps. Enter the non-reportable LOINC Code in the 'Observation ID Code' field. Enter the current date in the 'Observation Date' field. Enter the current time in the 'Observation Time' field. Click [File Detail Info]. Validate a message is displayed stating: Detail information filed. Click [OK] and close the form. Access the 'Export Health Information' form. Select "Compile" in the 'Action' field. Select "Public Health" in the 'Target Agency Type' field. Enter the current date in the 'From Date' and 'Through Date' field. Select "Lab Results" in the 'Type of Information' field. Click [Process]. Validate a message is displayed stating: Compile Complete. Click [OK]. Validate a report is displayed with the lab result included in the compile. Validate the report contains only the lab result that had the reportable LOINC Code. Close the report. Select "Post" in the 'Action' field. Select the file compiled in the previous steps. Select "Flat File" in the 'Transmit Via' field. Click [Process]. Validate a message is displayed stating: File(s) created. Click [OK] and close the form. Access Crystal Reports or other SQL Reporting tool. Select the CWS namespace. Create a report using the 'SYSTEM.health_info_export_log' table. Validate there is a row displayed for only the lab result that had the reportable LOINC Code that was posted in the previous steps. Validate the 'PATID' field contains "Client A". Validate the 'batch_id' field contains a unique identifier (ex. 66158.00001). Validate the 'data_entry_by' field contains the user. Validate the 'export_date' field contains the export date. Validate the 'export_time' field contains the export time. Validate the 'export_type_code' field contains "FlatFile". Validate the 'export_type_value' field contains "Flat File". Validate the 'link_to_source_data' field contains a unique id (ex. 600). Validate the 'source_activity_date' field contains the specimen collected date. Access the 'Export Health Information' form. Select "Compile" in the 'Action' field. Please note: we will be re-compiling the same data compiled in the previous steps. Select "Public Health" in the 'Target Agency Type' field. Enter the current date in the 'From Date' and 'Through Date' fields. Select "Lab Results" in the 'Type of Information' field. Click [Process]. Validate a message is displayed stating: Compile Complete. Click [OK]. Validate a report is displayed with the lab result included in the compile. Validate the report contains only the lab result that that had the reportable LOINC Code. Close the report. Select "Post" in the 'Action' field. Select the file compiled in the previous steps. Select "CareConnect" in the 'Transmit Via' field. Click [Process]. Validate a message is displayed stating: Post Complete. Click [OK]. After a few moments, select "View" in the 'Action' field. Select the file posted in the previous steps. Validate the 'CareConnect Status' field contains "Lab Results: Transmission Status: Sent". Please note: this may take a few moments before passing through the CareConnect queue. Click [Process]. Validate a report is displayed with the lab result that has been posted. Close the report and the form. Access Crystal Reports or other SQL Reporting tool. Refresh the report using the 'SYSTEM.health_info_export_log' table. Validate a second row is displayed for the same lab result. Validate the 'batch_id' field contains a unique identifier (ex. 66158.00002). Validate the 'export_type_code' field contains "CareConnect". Validate the 'export_type_value' field contains "CareConnect". 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). Close the report.	Topics • Health And Review Of Systems • Export Health Information • Client Health Maintenance • Results
Update 55 Summary \| Details Additional fields are added to the 'Allowable Services' grid in the "Treatment Plan" Intervention tab. Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Treatment Plan Interventions - Assigned Services Treatment Plan - Interventions Scenario 1: Validate Treatment Plan - Assigned Services grid. Specific Setup: Middleware update is required for full functionality. Registry Setting 'Enable Service Entry Restriction by Client Treatment Plan' is set to 'S'. Registry Setting 'Activate Program/Service Code Filter' is set to 'Y'. 'Assign Services' section in the 'Program Maintenance' form has field 'Enable Service Entry Restriction for Program' set to 'Yes' for one or more programs. Test client (Client A) is admitted into a program with the above set up. Steps Open 'Treatment Plan' for the test client 'Client A'. Click 'Add' on the pre-display to add a new plan. Set the 'Plan Date' to any date. Set the 'Plan Name' to any text (note: this field may not be displayed for your facility). Select any value from the 'Plan Type' dropdown list. Click [Draft]. Click [Launch Plan]. Click [Add New Problem]. Select any value in the 'Problem Code' field. Select 'Active' from the 'Status (Problem List)' dropdown list. Enter any text in the 'Problem' text box. Select any value from the 'Status' dropdown list. Click [Add New Goal]. Enter any text in the 'Goal' text box. Select any value from the 'Status' dropdown list. Click [Add New Objective]. Enter any text in the 'Objective' text box Select any value from the 'Status' dropdown list. Click [Add New Intervention]. Enter any text in the 'Intervention' text box. Select any value from the 'Status' drop down list. Click 'Add Service' in the 'Assigned Services' grid. Select a program from the 'Service Program' dropdown list. Select a service code from the 'Service Code' dropdown list. Select any value in the 'Frequency' dropdown list. Select any value in the 'Duration' dropdown list. Select any value in the 'Service Mode' dropdown list. Select any value in the 'Place of Service' dropdown list. Enter any alphanumeric characters in the 'Amount' field. Enter any alphanumeric characters in the 'Agency / Staff Responsible' field. Click [Back to Plan Page]. Click [Launch Plan] to display the existing plan. Click on the 'Intervention' entered in the above steps. Verify the 'Service Program' field is populated. Verify the 'Frequency' field is populated. Verify the 'Duration' field is populated. Verify the 'Service Mode' field is populated. Verify the 'Place of Service' field is populated. Verify the 'Agency / Staff Responsible' field is populated. Click [Back to Plan Page]. Click [Final] to finalize the plan and route the document. Click [Submit]. If document routing is enabled, review the treatment plan display and verify all data is displayed for the 'Assigned Services' fields. Continue to accept the document per your agency requirements. Return to the Home View. Right mouse on the client and click [Display Chart] Click on Treatment Plan (if available). Verify the data displays for the 'Assigned Services' under the 'Interventions' section.	Topics • Treatment Plan • NX
Update 56 Summary \| Details Avatar CWS - 'Allergies/Hypersensitivities Reviewed' Scenario 1: File an allergy in OrderConnect and validate it displays in the 'Allergies and Hypersensitivities' form Specific Setup: User with existing Provider login credentials in myAvatar OrderConnect must be installed and configured to communicate with myAvatar and vice versa User with a client enrolled in an existing episode "Client A" User has access to the 'Allergies and Hypersensitivities' form User has access to the 'Registry Settings' form 'Avatar CWS->CWS Utilities->Set System Defaults->CWS Allergies->->Enable Allergy Integration with OrderConnect' is set to "Y" Avatar CWS->CWS Utilities->Set System Defaults->CWS Allergies->->Set 'Allergies/Hypersensitivities Reviewed' If Allergies Are Updated is set to "Y" User has access to the 'SYSTEM.cw_client_allergies_review' SQL table in the 'User Definition' form Steps Select "Client A" and access the 'Launch OrderConnect' form. Click [Launch OrderConnect]. Verify the 'OrderConnect Chart' is displayed. Click [Allergies] and [Add Allergy]. Verify the 'Allergy Search/Assign' dialog is displayed. Select any value in the 'Type' field. Enter any value in the 'Search Term' field. Click [Search]. Select the desired value and click [Add]. Verify the 'Add Allergy - Attributes' dialog is displayed. Select any value in the 'Reaction' field. Select any value in the 'Severity' field. Click [Add]. Validate a "Message from webpage" message is displayed stating: Are you sure you want to add this Allergy to the patient record. Click [OK] and [Close Chart]. Close the form. Select "Client A" and access the 'Allergies and Hypersensitivities' form. Validate the client header contains the reviewed status "Allergies Reviewed = Yes". Click [Update]. Verify the 'Allergies and Hypersensitivities' table is displayed. Validate the 'Allergies and Hypersensitivities' table contains the Allergy filed through OrderConnect in the previous steps. Click [Close/Cancel] and [Submit]. Access Crystal Reports or other SQL reporting tool. Create a report using the 'SYSTEM.cw_client_allergies_review' table. Validate a row is displayed for the review information for "Client A". Validate the 'PATID' field contains the Client ID for "Client A". Validate the 'reviewed_code' field contains "Y" for the saved allergy in the previous steps. Validate the 'reviewed_value' field contains "Yes" for the saved allergy in the previous steps. Close the report. Scenario 2: Client Allergies Web Service - Save Allergen Codes Specific Setup: User with access to SoapUI User with existing Provider login credentials in myAvatar User with a client enrolled in an existing episode "Client A" User has access to the 'Allergies and Hypersensitivities' form User has access to the 'Registry Settings' form Avatar CWS->CWS Utilities->Set System Defaults->CWS Allergies->->Set 'Allergies/Hypersensitivities Reviewed' If Allergies Are Updated is set to "Y" User has access to the 'SYSTEM.cw_client_allergies_review' SQL table in the 'User Definition' form Steps Access SoapUI for the 'Client Allergies' - 'SaveAllergenCodes' web service. Enter the system code that will be used to log into Avatar in the 'SystemCode' field. Enter the user name that will be used to log into Avatar in the 'UserName' field. Enter the password that will be used to log into Avatar in the 'Password' field. Enter "Client A" in the 'ClientID' field. Enter the allergen reactant code in the 'allergenReactant' field. Enter the status code in the 'Status' field. Enter the date in the 'dateRecognized' field. Click [Run]. Validate the request has sent successfully. Validate the 'Message' field contains the 'ClientAllergies web service has been filed successfully.' data on file. Select "Client A" and access the 'Allergies and Hypersensitivities' form. Validate the client header contains the reviewed status "Allergies Reviewed = Yes". Click [Update]. Verify the 'Allergies and Hypersensitivities' table is displayed. Validate the 'Allergies and Hypersensitivities' table contains the Allergy filed through Web Service in the previous steps. Click [Close/Cancel] and [Submit]. Access Crystal Reports or other SQL Reporting Tool. Create a report using the 'SYSTEM.cw_client_allergies_review' table. Validate a row is displayed for the review information for "Client A". Validate the 'PATID' field contains the Client ID for "Client A". Validate the 'reviewed_code' field contains "Y" for the saved allergy in the previous steps. Validate the 'reviewed_value' field contains "Yes" for the saved allergy in the previous steps. Close the report.	Topics • OrderConnect • Allergies and Hypersensitivities • Allergy • Web Services
Update 57 Summary \| Details Task List - Remove "Incomplete" as an option for 'Void Task Action' Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Task Definitions Task Associations Task Reporting Task List - Dismiss Task dialog Task Event List Scenario 1: Task List - Void Task Action from Task Reporting 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 Access the 'Task Definitions' form. Select "Add" from the 'Add/Edit Task Definition' field. Set the 'New Task Code' field to "Dismiss" and press Tab. Set the 'Task Title' field to "Task to Dismiss" and click [Submit]. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No]. Access the 'Task Associations' form. Select "Task Definition" from the 'Task Type' field. Search for and select "Task to Dismiss (Dismiss)" from the 'Task Group/Definition' field. Select "Add" from the 'Add/Edit/Delete Association' field. Select "Order Entry" from the 'Order Event' field. Search for and select "4 WAY SALINE (MULTI INGREDIENT SPRAY) (10) SPRAY NASAL" from the 'Order Code' field. Click [Update Associations] and [Submit]. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No]. Select "Client A" and access the Order Entry Console. Search for and select "4 WAY SALINE (MULTI INGREDIENT SPRAY) (10) SPRAY NASAL" from the 'New Order' field. Set the 'Dose' field to "1". Select "app" from the 'Dose Unit' field. Select "Every Hour" from the 'Freq' field. Set the 'Duration' field to "2" and click [Hours]. Set the 'Start Time' field to "0000". Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. Validate that two tasks labeled: "Task to Dismiss" were created and placed under the Overdue column. Access the 'Task Reporting' form. Select the 'Dismiss Task' tab. Set the 'From Date' and 'To Date' fields to the current date. Search for and select "Client A" from the 'Patient' field. Select "Incomplete" from the 'Task Status' field. Select "Task to Dismiss (Dismiss)" from the 'Task Code' field and click [Select Tasks]. Validate a dialog is launched that contains the two overdue tasks. Select the two tasks and click [OK]. Select "Other" from the 'Reason' field. Set the 'Reason Text' field to "Patient not in bed" and click [Dismiss]. Access the 'Task List' widget. Validate that the two tasks labeled: "Task to Dismiss" are removed from the Overdue column. Access the 'Task Reporting' form. Select the 'Void task Action' tab. Set the 'From Date' and 'To Date' fields to the current date. Search for and select "Client A" from the 'Patient' field. Search for and select the logged in user from the 'Staff' field. Select "Task to Dismiss (Dismiss)" from the 'Task Code' field. Select "Dismissed" from the 'Task Action Event' field and click [Select Task Event]. Validate a dialog is launched that contains the two dismissed tasks. Select the two tasks and click [OK]. Select "Other" from the 'Void Reason' field. Set the 'Reason Text' field to "Correction" and click [Void]. Validate a message is displayed that states: "Task voided" and click [OK]. Click [Discard]. Validate a message is displayed that states: "Are you sure you want to Close without saving?" and click [Yes]. Access the 'Task List' widget. Validate that the two tasks labeled: "Task to Dismiss" are re-added to the Overdue column. Task List - 'Addl Instructions' in the Task description Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Task Definitions Task Associations Scenario 1: Task List - Complete, Attempt, and Dismiss generic Scheduled Tasks 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 Access the 'Task Definitions' form. Select "Add" from the 'Add/Edit Task Definition' field. Set the 'New Task Code' field to "Example" and press Tab. Set the 'Task Title' field to "Task Example" and click [Submit]. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No]. Access the 'Task Associations' form. Select "Task Definition" from the 'Task Type' field. Search for and select "Task Example (Example)" from the 'Task Group/Definition' field. Select "Add" from the 'Add/Edit/Delete Association' field. Select "Order Entry" from the 'Order Event' field. Search for and select "CORGARD 20 MG TABLET ORAL" from the 'Order Code' field. Click [Update Associations] and [Submit]. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No]. Select "Client A" and access the Order Entry Console. Search for and select "CORGARD 20 MG TABLET ORAL" from the 'New Order' field. Set the 'Dose' field to "1". Select "Tablet" from the 'Dose Unit' field. Select "Every Hour" from the 'Freq' field. Set the 'Duration' field to "6" and click [Hours]. Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. Validate that six "Task Example" tasks are created under first six hours. Select the first "Task Example" task. Validate the "Due" field contains the scheduled date and time of the task. Click [Complete]. Validate the 'Complete Date' field contains the current date. Validate the 'Complete Time' field contains the current time and click [Save]. Validate that the first 'Task Example' task is removed. Select the second "Task Example" task and click 'Mark as Attempted'. Select "Other" from the 'Rationale for not completing task' field. Set the 'Reason' field to any value and click [Save]. Validate that the second 'Task Example' task has an orange circle, indicating that the task was Attempted. Select the second "Task Example" task and click [Complete] and Save. Validate that the second 'Task Example' task is removed. Select the third "Task Example" task and click 'Dismiss'. Select "Patient Refused" from the 'Rationale for not completing task' field and click [Save]. Validate the third 'Task Example' task is removed. Scenario 2: Task List - Include 'Addl Instructions' on a Task created from an Order 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 Access the 'Task Definitions' form. Select "Add" from the 'Add/Edit Task Definition' field. Set the 'New Task Code' field to "HasDesc" and press Tab. Set the 'Task Title' field to "Has a Description". Set the 'Task Description' field to "This task has a Task Description configured in the Task Definitions form." and click [Submit]. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [Yes]. Select "Add" from the 'Add/Edit Task Definition' field. Set the 'New Task Code' field to "NoDesc" and press Tab. Set the 'Task Title' field to "No Default Description" and click [Submit]. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No]. Access the 'Task Associations' form. Select "Task Definition" from the 'Task Type' field. Search for and select "Has a Description (HasDesc)" from the 'Task Group/Definition' field. Select "Add" from the 'Add/Edit/Delete Association' field. Select "Order Entry" from the 'Order Event' field. Search for and select "WELLBUTRIN 100 MG TABLET ORAL" from the 'Order Code' field. Click [Update Associations] and [Submit]. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [Yes]. Select "Task Definition" from the 'Task Type' field. Search for and select "No Default Description (NoDesc)" from the 'Task Group/Definition' field. Select "Add" from the 'Add/Edit/Delete Association' field. Select "Order Entry" from the 'Order Event' field. Search for and select "WELLBUTRIN 100 MG TABLET ORAL" from the 'Order Code' field. Click [Update Associations] and [Submit]. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No]. Select "Client A" and access the Order Entry Console. Search for and select "WELLBUTRIN 100 MG TABLET ORAL" from the 'New Order' field. Set the 'Dose' field to "100". Select "MG" from the 'Dose Unit' field. Select "Every 6 Hours" from the 'Freq' field. Set the 'Duration' field to "28" and click [Days]. Set the 'Addl Instructions' field to "These instructions are entered in the Order Entry Console". Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "WELLBUTRIN 100 MG ORAL TABLET, Every 6 Hours". Validate the 'Addl Instructions' field for the order contains "These instructions are entered in the Order Entry Console.". Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. Validate that a task labelled: "No Default Description" and "Has a Description" are created and placed under a future hour. Hover over the "No Default Description" task. Validate the "No Default Description" task contains the text, "Addl Instructions: These instructions are entered in the Order Entry Console." Hover over the "Has a Description" task. Validate the "Has a Description" task contains the text, "This task has a Task Description configured in the Task Definitions form. Addl Instructions: These instructions are entered in the Order Entry Console." Task List - Various fixes and improvements Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: CarePOV Management Task Definitions Task Associations Frequency Code Setup Order Entry User Definition Task Shift Task Frequency Scenario 1: Task List - Bedboard Alert setup for Task List widget through CarePOV Management 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 Access the 'CarePOV Management' form. Select the 'Client Alerts' tab. Select "Edit" from the 'Add or Edit Alert' field. Select "New Orders (1)" from the 'Client Alert' field. Validate "Yes" is selected from the 'Active' field. Validate "New Order" is selected from the 'Alert Type' field. Select "Yes" from the 'Include in Client Header' field and click [Save]. Validate a message is displayed that states: "Saved." and click [OK]. Select "Edit" from the 'Add or Edit Alert' field. Select "Stat Orders (2)" from the 'Client Alert' field. Validate "Yes" is selected from the 'Active' field. Validate "Stat Order" is selected from the 'Alert Type' field. Select "Yes" from the 'Include in Client Header' field and click [Save]. Validate a message is displayed that states: "Saved." and click [OK]. Select "Edit" from the 'Add or Edit Alert' field. Select "Pregnant (11)" from the 'Client Alert' field. Validate "Yes" is selected from the 'Active' field. Validate "Pregnancy" is selected from the 'Alert Type' field. Select "Yes" from the 'Include in Client Header' field and click [Save]. Validate a message is displayed that states: "Saved." and click [OK]. Close the form. Select "Client A" and access the 'Update Client Data' form. Validate "Female" is selected from the 'Sex' field. Select "Pregnant" from the 'Pregnancy Status' field and click [Submit]. Access the Order Entry Console. Search for and select "ADVIL MIGRAINE 200 MG CAPSULE, LIQUID FILLED ORAL" from the 'New Order' field. Set the 'Dose' field to "1". Select "Tablet" from the 'Dose Unit' field. Select "TWICE A DAY" from the 'Freq' field. Set the 'Duration' field to "1" and click [Days]. Click [Add to Scratchpad] Search for and select "Lisinopril 5 MG Tablet ORAL" from the 'New Order' field. Set the 'Dose' field to "1". Select "TABLET" from the 'Dose Unit' field. Select "STAT" from the 'Freq' field. Validate the 'Duration' field contains "1" and [Days] is selected. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "ADVIL MIGRAINE 200 MG CAPSULE, LIQUID FILLED Tablet, TWICE A DAY". Validate the 'Order grid' contains an order for "Lisinopril 5 MG ORAL Tablet, STAT". Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. Validate a 'Pregnancy' alert is displayed for the selected patient. Validate a 'New Orders' alert is displayed for the "Advil Migraine" order. Validate a 'Stat Orders' alert is displayed for the "Lisinopril" order. Scenario 2: 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 Access the 'Task Definitions' form. Select "Add" from the 'Add/Edit Task Definition' field. Set the 'New Task Code' field to "E2H" and press [Tab]. Set the 'Task Title' field to "Every Two Hours, Interval" and click [Submit]. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No]. Access the 'Task Associations' form. Select "Task Definition" from the 'Task Type' field. Search for and select "Every Two Hours, Interval (E2H)" from the 'Task Group/Definition' field. Select "Add" from the 'Add/Edit/Delete Association' field. Select "Order Entry" from the 'Order Event' field. Search for and select "RITALIN 10 MG TABLET ORAL" from the 'Order Code' field. Click [Update Associations] and [Submit]. Validate a message is displayed that states "Task Associations has completed. Do you wish to return to form?" and click [No]. Select "Client A" and access the Order Entry Console. Search for and select "RITALIN 10 MG TABLET ORAL" from the 'New Order' field. Set the 'Dose' field to "1". Select "MG" from the 'Dose Unit' field. Select "Every 2 Hours" from the 'Freq' field. Set the 'Duration' field to "6" and click [Days]. Complete any other required fields and click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Override any interactions and click [Save Override and Exit] button. Access the 'Task List' widget. Search and select "Client A" from the 'Search Patients' field. 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 3: 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 Access the 'CarePOV Management' form. Select the 'Client Alerts' tab. Select "Edit" from the 'Add or Edit Alert' field. Select "Continuous Order (15)" from the 'Client Alert' field. Validate "Yes" is selected from the 'Active' field. Validate "Continuous Order" is selected from the 'Alert Type' field. Select "Yes" from the 'Include in Client Header' field and click [Save]. Validate a message is displaying that states: "Saved." and click [OK]. Close the form. Select "Client A" and access the Order Entry Console. Search for and select "Medical Food" from the 'New Order' field. Select "EVERY DAY" from the 'Freq' field. Validate the 'Route' field contains "TUBE FEED". Select "Pump" from the 'Admin Method' field. Validate the 'Rate Unit' field contains "mL/hr". Set the 'Rate Amount' field to "1". Set the 'Duration' field to "3" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Order grid' contains an order for "Medical Food Tube Feed Pump Rate: 1 mL/hr EVERY DAY". Access the 'HomeView' and deselect "Client A". Select "Client A" and access the Order Entry Console. Validate the 'Client Header' contains a 'Client Alert' with an infinity symbol. Validate when hovering over the 'Client Alert' that a message is displayed that states: "Continuous Order (Medical Food)". Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. Validate that the 'Client Card' contains a "Continuous Order" 'Bedboard Alert'. Scenario 4: 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 Access the 'CarePOV Management' form. Select the 'Client Alerts' tab. Select "Edit" from the 'Add or Edit Alert' field. Select "Continuous Order (15)" from the 'Client Alert' field. Validate "Yes" is selected from the 'Active' field. Validate "Continuous Order" is selected from the 'Alert Type' field. Select "Yes" from the 'Include in Client Header' field and click [Save]. Validate a message is displaying that states: "Saved." and click [OK]. Close the form. Select "Client A" and access the Order Entry Console. Search for and select "Dextrose et DEXTROSE 5% Solution INTRAVENOUS" from the 'New Order' field. Set the 'Dose' field to "500". Select "mL" from the 'Dose Unit' field. Select "Continuous" from the 'Freq' field. Select "IV Continuous" from the 'Admin Method' field. Select "DOPAMINE HCL" from the 'Additive' field. Set the 'Additive Dose' field to "800". Select "MG" from the 'Additive Dose Unit' field. Select "As Directed" from the 'Rate Unit' field. Validate the 'Rate Amount' field contains "As Directed". Set the 'Volume Amount in ML' field to "800". Set the 'Duration' field to "28" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "Dextrose et DEXTROSE 5% INTRAVENOUS Solution Additive: DOPAMINE HCL 800 MG 500 mL, Continuous". Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. Validate that the 'Client Card' contains a "Continuous Order" 'Bedboard Alert'. Scenario 5: 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 Access the 'Task Shift' form. Select "Add" from the 'Add/Edit Shift Definition' field. Set the 'New Shift Code' field to "Nurse" and press [TAB]. Set the 'Shift Description' field to "Nursing Shifts". Set the 'Shift 1 Start Time' field to "0800" and press [TAB]. Set the 'Shift 2 Start Time' field to "1600" and press [TAB]. Set the 'Shift 3 Start Time' field to "0000" and press [TAB]. Validate the 'Shift 1 End Time' field contains "1559". Validate the 'Shift 2 End Time' field contains "2359". Validate the 'Shift 3 End Time' field contains "0759". Click [Submit]. Validate a message is displayed that states: "Task Shift has completed. Do you wish to return to form?" and click [No]. Access the 'Task Frequency' form. Select "Add" from the 'Add/Edit Frequency' field. Set the 'New Task Frequency Code' field to "Nurse" and press [TAB]. Set the 'Task Frequency Description' field to "Nursing Shifts". Select "Shift" from the 'Type of Frequency' field. Select "Nursing Shifts (Nurse)" from the 'Shift' field and click [Submit]. Validate a message is displayed that states: "Task Frequency has completed. Do you wish to return to form?" and click [No]. Access the 'Task Definitions' form. Select "Add" from the 'Add/Edit Task Definition' field. Set the 'New Task Code' field to "Shift" and press [Tab]. Set the 'Task Title' field to "Nurse Shift Example". Select "Yes" from the 'Override Originating Task Details' field Select "Nursing Shifts (Nurse)" from the 'Default Frequency' field. Set the 'Default Duration' field to "1". Select "Days" from the 'Default Duration (Units)' field and click [Submit]. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No]. Access the 'Task Associations' form. Select "Task Definition" from the 'Task Type' field. Search for and select "Nurse Shift Example (Shift)" from the 'Task Group/Definition' field. Select "Add" from the 'Add/Edit/Delete Association' field. Select "Order Entry" from the 'Order Event' field. Search for and select "PRILOSEC 10 MG/1 PACKET ORAL" from the 'Order Code' field. Click [Update Associations] and [Submit]. Validate a message is displayed that states "Task Associations has completed. Do you wish to return to form?" and click [No]. Select "Client A" and access the Order Entry Console. Search for and select "PRILOSEC 10 MG/1 PACKET ORAL" from the 'New Order' field. Set the 'Dose' field to "1". Select "Tablet" from the 'Dose Unit' field. Select "EVERY DAY" from the 'Freq' field. Set the 'Duration' field to "1" and click [Days]. Complete any other required fields and click [Add to Scratchpad] and [Sign]. Access the 'Task List' widget. Search and select "Client A" from the 'Search Patients' field. Validate that one task labeled: 'Nurse Shift Example' is displayed and placed under the Unscheduled column based on the current time.	Topics • myAvatar/myAvatar NX • Task List • Order Entry Console • NX
Update 58 Summary \| Details Vitals Entry - Height format Scenario 1: Vitals Entry - Field Validations Specific Setup: Select an existing client or admit a new client for the test. Steps Open the "Vitals Entry" form. Select the client identified as the test client. Set the "Height (cm)" field to "182.8". Validate the "Height (ft in)" field contains "6 0.0". Set "Weight (lbs)" to "132.8". Validate the "Weight (kgs)" contains "60.2". Set "Weight (kgs)" to "60.2". Validate the "Weight (lbs)" is "132.7". Populate all the other fields on the form. Submit the form to file data. Remain in the form. Elect to "Edit" an existing vital sign record. Click "Select Vital Sign" button. Select a row to edit. Validate data displays as it was data entered. Remain in the form. Elect to "Delete" an existing vital sign record. Click "Select Vital Sign" button. Select a row to delete. Validate row is removed. Scenario 2: Vitals Entry - BMI Entry Configuration Specific Setup: Admit or select a client over the age of 18 with an existing episode. Admit or select a client that is under the age of 18 with an existing episode. Steps Open the "Registry Settings" form. Set the "BMI Entry Configuration" registry setting to "D". Submit to file. Open the "Vitals Entry" form for the client that is over 18. Enter a height in the "Height (ft in)" field. Submit to File. Open the "Vitals Entry" form. Validate the height fields are defaulted to the previously entered height. Close the form. Open the "Vitals Entry" form for the client that is under 18. Enter a height in the "Height (ft in)" field. Submit to File. Open the "Vitals Entry" form. Validate the height fields are not defaulted to the previously entered height. Close the form. Open the "Registry Settings" form. Set the "BMI Entry Configuration" registry setting to "R". Submit to file. Open the "Vitals Entry" form. Enter in height information. Validate the weight fields are required. Remove all height and weight fields. Enter in weight information. Validate the height fields are required. Close the form. Open the "Registry Settings" form. Set the "BMI Entry Configuration" registry setting to "N". Submit to file. Open the "Vitals Entry" form for a client over the age of 18. Validate the height fields aren't defaulted in. Enter in height information. Validate that it's not requiring the weight fields be filled in. Close Form. Vitals Entry - Conversion from pounds to kilograms Scenario 1: Vitals Entry - Field Validations Specific Setup: Select an existing client or admit a new client for the test. Steps Open the "Vitals Entry" form. Select the client identified as the test client. Set the "Height (cm)" field to "182.8". Validate the "Height (ft in)" field contains "6 0.0". Set "Weight (lbs)" to "132.8". Validate the "Weight (kgs)" contains "60.2". Set "Weight (kgs)" to "60.2". Validate the "Weight (lbs)" is "132.7". Populate all the other fields on the form. Submit the form to file data. Remain in the form. Elect to "Edit" an existing vital sign record. Click "Select Vital Sign" button. Select a row to edit. Validate data displays as it was data entered. Remain in the form. Elect to "Delete" an existing vital sign record. Click "Select Vital Sign" button. Select a row to delete. Validate row is removed. Scenario 2: Vitals Entry Web Services Steps Using the preferred web service tool, file the ClientVitals web service to add Weight data to the vitals data. To do this set the readingCode to "Wtlb" and the readingValue to "132.8". File the web service. Open the "Vitals Entry" form. Validate the "Weight (lbs)" field is set to "132.8" Validate the "Weight (kgs)" field is set to "60.2". Using the preferred web service tool, file the ClientVitals web service to add Weight data to the vitals data. To do this set the readingCode to "WtKg" and the readingValue to "60.2". File the web service. Open the "Vitals Entry" form. Validate the "Weight (lbs)" field is set to "132.7" Validate the "Weight (kgs)" field is set to "60.2".	Topics • Vitals Entry • NX • Web Services
Update 59 Summary \| Details Chart Review - Treatment Plan Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Chart Review Scenario 1: Treatment Plan - Validate adding problems via the "Problems" list grid Specific Setup: [ClientA] is enrolled in an active episode. Steps Open the Treatment Plan form. Select [ClientA]. Populate any required fields on the main form. In the "Problems" grid select or add a problem [Problem1] with a status of "Active". Add or select a second problem [Problem2] with a different status, for example "Monitoring". Click [Launch Plan]. Validate the treatment plan tree loads without a warning. Validate both problems are listed in the grid, as expected. Select [Problem1] and validate the "Status(Problem List) field equals "Active". Populate any other required fields in the "Problem" section. Select [Problem2] and validate the "Status(Problem List) field equals "Monitoring". Populate any other required fields in the "Problem" section. Click [Back to Plan Page]. Submit the treatment plan. Return to the form and select the treatment plan just submitted. Click [Launch Plan]. Validate all three problems are displayed. Click each problem and validate fields in the problem section are populated as expected. Click [Back to Plan Page]. In the "Problems" grid, click "New Row". Enter the same problem entered for [Problem1]. Validate a message displays blocking entry that states "Problem already exists", as expected. Select the new row just attempted and click [Delete] to remove it. Validate the row is deleted from the "Problems" grid. In the "Problems" grid, click "New Row" again. Enter a problem code other than the ones in [Problem1] or [Problem2]. Validate the entry is accepted. Select a status of "Active" for the problem. Click [Launch Plan]. Validate the treatment plan tree loads without a warning. Validate all three problems are listed in grid. Select the problem just added. Populate any other required fields in the "Problem" section. Click [Back to Plan Page]. Submit the treatment plan. Return to the form and select the treatment plan just submitted. Click [Launch Plan]. Validate all three problems are displayed and populated, as expected. Close the form.	Topics • Treatment Plan • NX • Chart View
Update 60 Summary \| Details Addition of two tables to the CWSSYSTEM CDR in Avatar PM Scenario 1: Validate tables in CWSSYSTEM schema Specific Setup: Logged in user must have access to the 'User Definition' form. Steps Open the 'User Definition' form. Set the 'Select User' field to the logged in user. Access the "Forms and Tables" section. Click [Select Tables for Product SQL Access]. Verify "cw_client_clinical_info" table displays under the Avatar PM: CWSSYSTEM schema. Verify "cw_client_clinical_info_audit" table displays under the CWSSYSTEM schema.	Topics • Query/Reporting
Update 61 Summary \| Details Allergies and Hypersensitivities - Single Select Dictionary fields Scenario 1: 'Allergies and Hypersensitivities' form - field validations Specific Setup: A client is enrolled in an existing episode and has two allergies on file (Client A). Steps Select "Client A" and access the 'Allergies and Hypersensitivities' form. Click [Update]. Validate the two allergies on file for "Client A" are displayed. Click on any column header to sort the data. Validate the data is sorted accordingly. Select the desired value in the 'Onset' field for both allergies. Click [Save]. Validate the 'Allergies and Hypersensitivities' grid is dismissed. Click [Update]. Validate the 'Onset' field contains the value selected in the previous steps. Click [Close/Cancel]. Validate the 'Allergies and Hypersensitivities' grid is dismissed. Click [Submit]. Scenario 2: Allergies and Hypersensitivities - Add/Edit Allergies Specific Setup: A client must have an active episode. (Client A) Steps Select "Client A" and access the 'Allergies and Hypersensitivities' form. Select "No" in the 'Known Medication Allergies' field. Select "No" in the 'Known Food Allergies' field. Click [Update]. Validate the 'Allergies and Hypersensitivities' grid is displayed. Click [New Row]. Select any value in the 'Allergen/Reactant' field. Enter the desired date in the 'Date Recognized' field. Select "Active" in the 'Status' field. Select any value in the 'Reaction Severity' field. Click [Save] and [Submit]. Select "Client A" and access the 'Allergies and Hypersensitivities' form. Click [Update]. Select the allergy added in the previous steps and click [Delete Row]. Validate a "Confirm" message is displayed stating: Are you sure you want to delete these rows? Click [Yes]. Validate an "Error" message is displayed stating: Allergies that have been saved previously cannot be deleted. Please update the 'Status' as appropriate. Click [OK]. Validate the 'Allergies and Hypersensitivities' grid still contains the allergy filed in the previous steps. Select "Inactive" in the 'Status' field. Click [Save] and [Submit]. Select "Client A" and access the 'Allergies and Hypersensitivities' form. Click [Update]. Validate the 'Allergies and Hypersensitivities' grid is displayed. Click [New Row]. Select any value in the 'Allergen/Reactant' field. Enter the desired date in the 'Date Recognized' field. Select "Active" in the 'Status' field. Select any value in the 'Reaction Severity' field. Select the new allergy record and click [Delete Row]. Validate a "Confirm" message is displayed stating: Are you sure you want to delete these rows? Click [Yes]. Validate the 'Allergies and Hypersensitivities' grid does not contain the second allergy record. Click [Close/Cancel] and close the form.	Topics • Allergies and Hypersensitivities • myAvatar/myAvatar NX
Update 63 Summary \| Details POC Results Entry - Results Detail Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: POC Results Entry Flowsheet Scenario 1: POC Results Entry - Add a Result / Correct a Result / Void a Result - Military Time enabled/disabled 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) The 'RADplus->General->->->Enable Military Time' registry setting must be set to "Y". The 'Avatar eMAR->General->Setting->->->Time Format Displayed in Avatar eMAR' registry setting must be set to "2". Please log out of and back into the application after this configuration has been done A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Access the 'POC Results Entry Configuration' form and click 'Facility Definition'. Set the 'Medical Director' to any value in the format "Last Name, First Name". Select "Client A" and access the Order Entry Console. Create a lab order for 'Client A'. Access the 'eMAR' widget. Click the 'Lab Orders' tab. Administer the Lab order Validate that "Client A" is selected and access the 'POC Results Entry' form. Validate that the 'Include Inactive Orders' is defaulted to "No". Select the "Complete Blood Count (CBC)" order in the 'Order' field. Set the 'Field Name' field to "117" and validate that "mg" is displayed next to it. Click [File]. Create a report using the 'SYSTEM.results_detail' table including the following fields: 'PATID', 'data_entry_date' and 'perform_org_med_dir_all' Filter the report using the 'PATID' field and selecting "Client A's" PATID. Filter the report a second time by selecting the current date in the 'data_entry_date' field. Validate that one row of data exists for this client. Validate that the 'perform_org_med_dir_all' field for this row contains the name entered for the 'Medical Director' field.	Topics • NX
Update 64 Summary \| Details Vital Signs - The 'SYSTEM.cw_vital_signs' SQL table Scenario 1: Vitals Entry - Validate the 'SYSTEM.cw_vital_signs' SQL table Specific Setup: Have a client enrolled in an existing episode (Client A). The user logged into the application must have access to all forms and tables. Steps Select "Client A" and access the 'Vitals Entry' form. Select "Add" in the 'Update Vital Sign' field. Enter the desired date in the 'Date' field. Enter the desired time in the 'Time' field. Select "No" in the 'Refused Vitals' field. Enter the desired value in the 'Systolic' and 'Diastolic' fields. Click [Submit] and [No]. Access Crystal Reports or other SQL Reporting Tool. Create a report using the 'SYSTEM.cw_vital_signs' SQL table. Validate rows are displayed for the vitals entered in the previous steps. Validate the 'ID' field contains a unique identifier. Validate the 'edit_increment_ID' field contains the value as '1' for all the vitals entered in the previous steps. Validate the 'data_entry_date' field contains the date entered in the previous steps. Validate the 'data_entry_time' field contains the time entered in the previous steps. Validate the 'RV reading_value' field contains "No". Validate the 'BPS reading_value' field contains the value entered in the previous steps. Validate the 'BPD reading_value' field contains the value entered in the previous steps. Validate the 'BP vital sign' field contains "Blood Pressure (Label)". Close the report. Return to the 'Vitals Entry' form. Select “Edit” in the ‘Add/Edit/Delete Vital Sign’ field and click [Select Vital Sign]. Select the 1st Vital Entry row and click [OK]. Set the ‘Systolic’ field to"135". Set the ‘Diastolic’ field to "90". Set the 'Heart Rate' field to"78". Set the 'Respiration Rate' field to "108". Click [Submit] and [No]. Access Crystal Reports or other SQL Reporting Tool. Create a report using the 'AUDIT.cw_vital_signs' SQL table. Validate the 'edit_increment_ID' field contains the value as '2' for the vitals edited in the previous steps. Validate the 'BPS reading_value' field contains the value entered in the previous steps. (ex. 135). Validate the 'BPD reading_value' field contains the value entered in the previous steps. (ex. 90). Validate the 'HR reading_value' field contains the value entered in the previous steps. (ex. 78). Validate the 'RR reading_value' field contains the value entered in the previous steps. (ex. 108). Close the report. Return to the 'Vitals Entry' form. Select “Void” in the ‘Add/Edit/Delete Vital Sign’ field and click [Select Vital Sign]. Select the 1st Vital Entry row and click [OK]. Select any value in the ‘Void Reason’ field. Click [Submit] and [Yes]. Select “Edit” in the ‘Add/Edit/Delete Vital Sign’ field and click [Select Vital Sign]. Validate “* VOIDED ” displays for the 1st Vitals Entry row. Access Crystal Reports or other SQL Reporting Tool. Create a report using the 'SYSTEM.cw_vital_signs' SQL table. Validate rows are displayed for the vitals entered in the previous steps Validate the 'ID' field contains a unique identifier. Validate the 'edit_increment_ID' field contains the value as '3' for all the vitals entered in the previous steps. Create a report using the 'AUDIT.cw_vital_signs' SQL table. Validate rows are displayed for the vitals added in Step 1. Validate the 'audit_action_value' field contains "Add" for the vitals added in Step 1. Validate the 'edit_increment_ID' field contains the value as '1' for the vitals added in Step 1 Validate rows are displayed for the vitals that are edited in Step 3. Validate the 'audit_action_value' field contains "Edit" for the vitals edited in Step 3. Validate the 'edit_increment_ID' field contains the value as '2' for the vitals edited in Step 3 Validate rows are displayed for the vitals that are voided in Step 5. Validate the 'voided_value' field contains "Yes" for the vitals voided in Step 5. Validate the 'edit_increment_ID' field contains the value as '3' for the vitals voided in Step 5 Close the report. Scenario 2: 'PutVitalSignSet' SDK action - Validate the 'SYSTEM.cw_vital_signs' SQL table* Steps Internal Testing only Scenario 3: 'PutVitalSignSet' SDK action - Validate the 'SYSTEM.cw_vital_signs' SQL table Steps Internal Testing only	Topics • Vitals • Vital Signs
Update 65 Summary \| Details 'Treatment Plan' - Automatic Backup and Document Routing 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 Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Verify the 'Do you want to default plan information form a previously entered plan?' dialog is displayed. Click [Yes]. Select "Plan A" in the 'Default From Previous' field. Click [OK]. Enter the desired date in the 'Please Enter Plan Date' field. Click [OK]. Verify the 'Are you sure you want to default information from this plan?' dialog is displayed. Click [Yes]. Enter the current date in the 'Plan Date' field. Select any value in the 'Plan Type' field. Select 'Draft' in the 'Treatment Plan Status' field. Validate the 'Strengths' field contains the information defaulted in from "Plan A". Validate the 'Weaknesses' field contains the information defaulted in from "Plan A". Validate the 'Discharge Planning' field contains the information defaulted in from "Plan A". Click [Launch Plan]. Add a new problem, goal, objective and intervention. Click [Back to Plan Page]. Validate the 'Strengths' field contains the information defaulted in from "Plan A". Validate the 'Weaknesses' field contains the information defaulted in from "Plan A". Validate the 'Discharge Planning' field contains the information defaulted in from "Plan A". Select "Final" in the 'Treatment Plan Status' field. Click [Submit]. Scenario 2: Treatment Plan - Default From Previous Plan when Document Routing is enabled and the 'Enable Automatic Backup' registry setting is enabled Specific Setup: Document Routing is enabled on the 'Treatment Plan' form. The 'Enable Automatic Backup' registry setting is set to "Y". A client is enrolled in an existing episode (Client A). The 'Treatment Plan Default Setup' form must be configured for the 'Treatment Plan' form to default all sections and problem, goal, objective, and intervention data. The 'Default From Previous Plan' registry setting must be set to "Y" Steps Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Enter the current date in the 'Plan Date' field. Select any value in the 'Plan Type' field. Select the desired problem to include in the plan from the 'Problems' grid. Click [New Row]. Select any value from the 'Role' field in the 'Participation' section. Select the desired staff member in the 'Staff ID' field. Validate that the selected staff member's name displays in the 'Participant Name' field. Select any value from the 'Plan Author' field. Select any value from the 'Notification' field. Add multiple staff members as needed. Enter any value in the 'Strengths' field. Enter any value in the 'Weakness' field. Enter any value in the 'Discharge Planning' field. Select "Draft" in the 'Treatment Plan Status' field. Click [Launch Plan]. Select the problem from the 'Tree View'. Select any value from the 'Status' field. Click [Add New Goal]. Enter any value in the 'Goal' field. Select any value from the 'Status' field. Click [Add New Objective]. Enter any value in the 'Objective' field. Select any value from the 'Status' field. Click [Add New Intervention]. Enter any value in the 'Intervention' field. Select any value in the 'Status' field. Click [Back To Plan Page] and [Submit]. Select "Client A" and access the 'Treatment Plan' form. Validate a message is displayed stating: Do you want to default plan information from a previously entered plan?. Click [Yes]. Select the previously filed treatment plan in the 'Default From Previous' field and click [OK]. Validate a message is displayed stating: Are you sure you want to default information from this plan? Click [Yes]. Validate the 'Plan Date' field is displays as expected. Select the desired value in the 'Plan Type' field. Change "Draft" to "Final" in the 'Treatment Plan Status' field. Click [Submit]. Validate all of the previously filed treatment plan data that was defaulted into this plan displays in the document routing TIFF image. Click [Accept]. Enter the password for the logged in user and press the 'Enter' key. Validate the 'Treatment Plan' files successfully. Scenario 3: Treatment Plan - Load Treatment Plan data from Automatic Backup when Document Routing is enabled Specific Setup: Document Routing is enabled on the 'Treatment Plan' form. The 'Enable Automatic Backup' registry setting is set to "Y". A client is enrolled in an existing episode(Client A). Steps Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Enter the current date in the 'Plan Date' field. Select any value in the 'Plan Type' field. Select the desired problem to include in the plan from the 'Problems' grid. Click [New Row]. Select any value from the 'Role' field in the 'Participation' section. Select the desired staff member in the 'Staff ID' field. Validate that the selected staff member's name displays in the 'Participant Name' field. Select any value from the 'Plan Author' field. Select any value from the 'Notification' field. Add multiple staff members as needed. Enter any value in the 'Strengths' field. Enter any value in the 'Weakness' field. Enter any value in the 'Discharge Planning' field. Select "Draft" in the 'Treatment Plan Status' field. Click [Launch Plan]. Select the problem from the 'Tree View'. Select any value from the 'Status' field. Click [Add New Goal]. Enter any value in the 'Goal' field. Select any value from the 'Status' field. Click [Add New Objective]. Enter any value in the 'Objective' field. Select any value from the 'Status' field. Click [Add New Intervention]. Enter any value in the 'Intervention' field. Select any value in the 'Status' field. Click [Back To Plan Page] and [Discard]. Validate a message is displayed stating: "Are you sure you want to Close without saving?" Click [Yes]. Select "Client A" and access the 'Treatment Plan' form. Validate the ‘Load From Backup’ dialog displays with a message stating: "You have an unsubmitted backup of a plan from [the current date] and [the current time]. Would you like to load it instead of creating a new one?" Click [Yes]. Validate the 'Plan Date' field is displays as expected. Validate the 'Plan Type' field is displays as expected. Change "Draft" to "Final" in the 'Treatment Plan Status' field. Click [Submit]. Validate all of the previously filed treatment plan data that was defaulted into this plan displays in the document routing TIFF image. Click [Accept]. Enter the password for the logged in user and press the 'Enter' key. Validate the 'Treatment Plan' files successfully. Scenario 4: Treatment Plan - File a Treatment Plan with Document Routing Specific Setup: Client must be admitted into an active episode with problems recorded in 'Problem List' form (Client A). The "SS Treatment Plan Int Service Code 1" field must be enabled for the 'Treatment Plan' form through the 'Site Specific Section Modeling' form (Service Code). The 'Treatment Plan' form must have document routing enabled. Must have the 'My To Do's' widget configured on a view. Steps Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Enter "T" in the 'Plan Date' field. Validate the current date is displayed in the 'Plan Date' field. Click [Plan Date T]. Validate the current date is displayed in the 'Plan Date' field. Select any value in the 'Plan Type' field. Select any value from 'Problem List'. Click [New Row]. Select any value from the 'Role' field in the 'Participation' section. Select 'Staff ID' and enter "Staff Member A". Validate that the selected staff member's name displays in the 'Participant Name' field. Select any value from the 'Plan Author' field. Select any value from the 'Notification' field. Add multiple staff members as needed. Enter any value in the 'Strengths' field. Enter any value in the 'Weakness' field. Enter any value in the 'Discharge Planning' field. Select "Draft" in the 'Draft/Final' field. Click [Launch Plan]. Select the problem from the 'Tree View'. Select any value from the 'Status' field. Click [Add New Goal]. Enter any value in the 'Goal' field. Select any value from the 'Status' field. Click [Add New Objective]. Enter any value in the 'Objective' field. Select any value from the 'Status' field. Click [Add New Intervention]. Enter any value in the 'Intervention' field. Select any value in the 'Status' field. Enter any value in the 'Service Code' field. Validate results display and select the desired value. Click [Return to Plan]. Select "Final" in the 'Draft/Final' field. Click [Submit]. Validate the treatment plan data displays as expected in the 'Document Routing' screen. Click [Sign and Route]. Enter the password and press the 'Enter' key. Select the staff member associated with the logged in user in the 'Route Document To' field and click [Add] Click [Submit] Access the 'My To Do's' widget. Click [My To Do's]. Validate the record for "Client A" and click [Review]. Validate the treatment plan data displays as expected in the 'Document Preview'. Click [Accept] and [Sign]. Enter the password and click [Verify]. Validate the record is no longer present. Close the 'To Do's'. Scenario 5: Treatment Plan - Add a Problem, Goal, Objective, and Intervention with the 'Enable Automatic Backup' registry setting set to "Y" Specific Setup: The 'Avatar CWS->Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y". A client must be enrolled in an existing episode (Client A). 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 Select “Client A” and access the ‘Treatment Plan’ form. Set the ‘Plan Date’ field to the current date. Set the ‘Plan Name’ to any value. Select any value in the ‘Plan Type’ field. Set the 'Strengths' field to any value. Set the 'Weaknesses' field to any value. Set the 'Discharge Planning' field to any value. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan]. Click [Add New Problem]. Set the ‘Problem Code’ field to any value. Select “Active” in the ‘Status (Problem List)’ field. Set the ‘Problem’ field to any value. Select any value in the ‘Status’ field. Click [Add New Goal]. Set the ‘Goal’ field to any value. Select any value in the ‘Status’ field. Click [Add New Objective]. Set the ‘Objective’ field to any value. Select any value in the ‘Status’ field. Click [Add New Intervention]. Set the ‘Intervention’ field to any value. Select any value in the ‘Status’ field. Click [Back to Plan Page]. Close the form. Select “Client A” and access the ‘Treatment Plan’ form. Validate the ‘Load From Backup’ dialog displays with a message stating: "You have an unsubmitted backup of a plan from [the current date] and [the current time]. Would you like to load it instead of creating a new one?" and click [Yes]. Validate the 'Strengths' field contains the value previously filed. Validate the 'Weaknesses' field contains the value previously filed. Validate the 'Discharge Planning' field contains the value previously filed. Click [Launch Plan]. Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added. Click [Exit to Home View]. Scenario 6: 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 Select “Client A” and access the ‘Treatment Plan’ form. Set the ‘Plan Date’ field to the current date. Set the ‘Plan Name’ field to any value. Select any value in the ‘Plan Type’ field. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan]. Click [Add New Problem]. Set the ‘Problem Code’ field to any value. Select “Active” in the ‘Status (Problem List)’ field. Set the ‘Problem’ field to any value Select any value in the ‘Status’ field and click [Add New Goal]. Set the ‘Goal’ field to any value. Select any value in the ‘Status’ field and click [Add New Objective]. Set the ‘Objective’ field to any value. Select any value in the ‘Status’ field and click [Add New Intervention]. Set the ‘Intervention’ field to any value. Select any value in the ‘Status’ field and click [Back to Plan Page]. Click [Submit]. Select “Client A” and access the ‘Treatment Plan’ form. Select the treatment plan previously filed and click [Edit]. Click [Launch Plan]. Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps. Close the form.	Topics • Treatment Plan • Registry Settings • Document Routing
Update 66 Summary \| Details 'Change User Id' updated to include draft progress notes. Scenario 1: Validate draft Progress Notes can be selected for edit after a USER ID has been changed. Specific Setup: Client A has created one or more progress notes in 'Draft' status. Client A has had their User ID changed using 'Change User ID' after creating the progress notes. Steps Log in as the test client (Client A) with a newly changed User ID. Open any progress notes form such as 'Progress Notes (Group and Individual). Click the 'Select Draft Note to Edit' drop down list. Verify the notes that were created in draft mode prior to the User ID change are displayed. Select any note from the list. Complete the note and file as 'Final'. User defined form with queries to Treatment Plan will display in the Chart View. Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: User Defined form AV78991 HS Discharge Summary Scenario 1: User defined form with queries to Treatment Plan data. Specific Setup: User defined form with queries to Treatment Plan with 'Draft/Final' included on the user defined form. Client A has one or more Treatment Plans filed with multiple objectives in the plans. Steps Open the user defined form for Client A and complete all required data. File the form as Draft. Right click on Client A and click 'Display Chart'. If the user defined form is not on the list of form, add it. Click on the user defined form. Verify that the data displays as designed. Display comments in the 'Review History' field in 'Review Results' form. Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Results Entry Review Results (CLIENT) Scenario 1: 'View Review History' in the 'Review Results' form will display all results. Specific Setup: Test client, Client A, must have test results entered in 'Results Entry' form. Steps Open the 'Review Results' form. Select Client A in the 'Client ID' field. Open the 'Select Results' drop down. Select a test to review Enter any text in the 'Comments' field. Click [Submit]. Click [Yes] on the 'Submitting has completed. Do you wish to return to form?' prompt. Select the same test used above. Do not enter comments. Click [Submit]. Click [Yes] on the 'Submitting has completed. Do you wish to return to form?' prompt. Select the same test used above. Click [View Review History]. Verify the report displays all results, both with and without comments. Close the report. Close the form. Disclosure Management will include Vitals data. Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Disclosure Management Scenario 1: Disclosure Management for Chart Review items Specific Setup: Client A with vital signs on file. 'Disclosure Management Configuration' includes 'NTST_CWS_Vitals_Entry_ChartItem' in the 'Valid Attachment Types' field. Steps Open the 'Disclosure Management' form Enter a date in the "Request Date" field Enter a date in the "Request Information Start Date" field Enter a date in the "Request Information End Date" field Click the episode in the "Request Episode(s)" field Select 'NTST_CWS_Vitals_Entry_ChartItem' in the 'Requested Chart Items' list. Enter an organization name in the "Organization" field Go to the "Authorization" section Enter a date in the "Authorization Start Date" Enter a date in the "Authorization End Date" Click the "Update Chart Items Authorized For Disclosure" button Select the "NTST_CWS_Vitals_Entry_ChartItem" row and set the "Authorized" field to "Yes" Click the "Save" button Click the "Refresh Chart Items" button Verify the previously selected Chart Item displays as "Authorized" in the "Chart Items Authorized For Disclosure" field Go to the "Disclosure" section Enter a date in the "Disclosure Date" field Enter a time in the "Disclosure Time" field Select "NTST_CWS_Vitals_Entry_ChartItem" in the "Chart Disclosure Information" field Click the "NTST_CWS_Vitals_Entry_ChartItem" in the "Items for Disclosure" list. Click the "View" button. Verify the NTST_CWS_Vitals_Entry_ChartItem disclosure information displays. Click the "Cancel" button to return to the "Disclosure" section Click the "Submit" button to file the record Click "No" to exit the form 'Recent Vitals' widget fields are spelled correctly. Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: HomeView.Vital Signs widget Scenario 1: "Vital Signs" widget validation Specific Setup: The 'Vital Signs' widget must be added to the Home View of the logged in user. A test client must have vital signs on file. Steps Select a client with vital signs on file. Navigate to "Vital Signs" widget on the Home View Validate all column headings are spelled correctly.	Topics • Progress Notes • Change User ID • NX • Treatment Plan • Review Results • Disclosure • Vital Signs
Update 67 Summary \| Details NX Console Widget Viewer - "Launch Report" button Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Health Maintenance Results Entry Scenario 1: 'All Documents' widget - Validate 'Family Health History' records Specific Setup: A client must be enrolled in an existing episode (Client A). A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view). This is for Avatar NX systems only. Steps Select "Client A" and access the 'Family Health History' form. Validate "Add New" is selected in the 'Select Family Member' field. Select any value in the 'Relationship' field. Populate any desired fields. Select "Yes" in the 'Health Problems To Record' field. Click [Enter Health History]. Click [New Row]. Enter any value in the 'Problem' field. Populate any desired field. Click [Save], [Submit], and [No]. Navigate to the 'All Documents' view. Select 'All Forms'. Select "Family Health History" in the 'Form Description' field. Validate the entry from the previous steps is present. Validate the 'Time' field displays. Select the entry and validate it displays in the 'Console Widget Viewer'. Validate the 'Launch Report' button exists. Click [Launch Report]. Validate a report displays with the information filed in the previous steps. Close the report. Scenario 2: '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 Access the 'Client Health Maintenance' form. Select "Client A". Click Immunization [Update] and [New Row] Double click the 'Refused' field. Select "Yes" in the 'Refused' field. Validate the 'Reason' field is required. Double click the 'Refused' field. Select "No" in the 'Refused' field. Validate the 'Reason' field is not required. Select "Historical Information - From Parent's Recall (04)" in the 'Source of Immunization' field. Complete all required fields. Click [Save] and [Submit]. Access the 'All Documents' widget. Select "Client A". Select the 'All Forms' tab. Validate the 'Time' field displays. Select the 'Client Health Maintenance' entry. Validate the 'Console Widget Viewer' displays the immunization data filed in the previous steps. Validate the 'Source of Immunization' displays as expected. Validate the 'Launch Report' button exists. Click [Launch Report]. Validate a report displays with the information filed in the previous steps. Close the report. Scenario 3: 'All Documents' widget - Validate 'Review Results' records Specific Setup: A client must be enrolled in an existing episode (Client A). A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view). This is for Avatar NX systems only. Steps Select "Client A" and access the 'Results Entry' form. Select "Add" in the 'Add/Edit/Delete Result' field. Populate all required and desired fields. Click [File Header Info]. Validate a message is displayed stating: "Header information filed." Click [OK]. Select 'Result Details'. Select "Add" in the 'Add/Edit/Delete Result Detail' field. Validate the 'Header' field contains the data from the previous steps. Populate all required and desired fields. Click [File Detail Info]. Validate a message is displayed stating: "Detail information filed." Click [OK] and [Exit Option]. Access the 'Review Results' form. Select "Client A" in the 'Client ID' field. Select the entry from the previous steps in the 'Select Results' field. Validate the 'Results' field contains the data from the previous steps. Select any value in the 'Review Status' field. Click [Submit]. Select "Client A" and access the 'All Documents' view. Select "All Episodes" in the 'Header Episode' field. Select 'All Forms'. Select "Review Results" in the 'Form Description' field. Validate the entry from the previous steps is present. Validate the 'Time' field displays. Select the entry and validate it displays in the 'Console Widget Viewer'. Validate the 'Launch Report' button exists. Click [Launch Report]. Validate a report displays with the information filed in the previous steps. Close the report.	Topics • Widgets • Console Widget • NX • Client Health Maintenance • Family Health History • Review Results
Update 69 Summary \| Details The 'Problem List', 'Treatment Plans', 'Assessment Mapping' and 'Clinical Reconciliation' forms are updated with DSM/ICD information. Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Clinical Reconciliation Scenario 1: Clinical Reconciliation - Verify Problem List Details Specific Setup: One or more problems have been entered in the 'Problem List' form after the updates were installed. Avatar 2022 CWS Update 69 is required for full functionality. Avatar 2022 CareFabric Update 54 is required for full functionality. Avatar 2022 PM Update 81or Avatar Cal-PM Update 39 is required for full functionality. Steps Open the 'Clinical Reconciliation' form for any test client that has problems on file. Select any value in the 'Reconciliation Type' field. Select the client episode in the 'Episode' field. Click [Problem List] on the left menu. Scroll to the 'Details' column. Click [View] on any of the problems entered after the updates were installed. Verify 'Last Date Updated' displays. Verify the 'Problem Name:' is displayed. Verify the 'Status' is displayed. Verify the 'DSM/ICD10 Code:' is displayed. Verify the 'System Notes' are displayed. Click [Close]. Click [Close Form]. Scenario 2: Treatment Plan - Verify 'Problem List' Specific Setup: One or more problems have been entered in the 'Problem List' form for any test client (Client A). Avatar 2022 CWS Update 69 is required for full functionality. Avatar 2022 CareFabric Update 54 is required for full functionality. Avatar 2022 PM Update 81or Avatar Cal-PM Update 39 is required for full functionality. Steps Open any 'Treatment Plan' form for Client A. Click [Edit] for any existing plan from the pre display what is in 'Draft' status. Click on any problem in the 'Problem List' grid. Navigate to the 'DSM/ICD Code' column. Click [View]. Validate the ICD10 Code item is equal to "Populated with the associated ICD10 code". Validate the ICD10 Description item is equal to "ICD10 description". Click [System Notes] - View button. Validate the 'Action' column is equal to "Action related to the problem". Validate the 'Date' column is equal to "Action date". Validate the 'Status' column is equal to "Status of problem". Validate the 'User' column is equal to "User logged in at time of action". Validate the'From' column is equal to "From or option from which the action was created". Click [Close Form]. Scenario 3: Problem List - field verification Specific Setup: One or more problems have been entered in the 'Problem List' form. Avatar 2022 CWS Update 69 is required for full functionality. Avatar 2022 CareFabric Update 54 is required for full functionality. Avatar 2022 PM Update 81or Avatar Cal-PM Update 39 is required for full functionality. Steps Open 'Problem List' form for any client (Client A) who has existing problems filed. Click [View/Enter Problems]. Verify the 'Problem' column contains the description of the problem. Verify the 'Problem Classification' column is populated. Verify the 'Date of Onset' is populated. Verify the 'Status' is populated. Click [View] on the 'DSM/ICD' column. Verify the 'ICD10Code' row contains the associated ICD Code. Verify the 'ICD10 Description' contains the associated description. Click [Close]. Click [View] on the 'System Note' column. Verify the 'Action' column contains the action taken on the problem. Verify the 'Date' column contains the date the action occurred. Verify the 'Status' column contains the problem status. Verify the 'User' column contains the name of the user logged in at the time the action occurred. Verify the 'From' column contains the name of the form where the action occurred. Click [Close]. Click [Close/Cancel]. Click [Yes] on the message 'Confirm Loss of Changes'. Click [Close Form]. 'Problem List', 'Treatment Plans', 'Assessment Mapping' and 'Clinical Reconciliation' forms Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Patient Health Profile Change MR# Scenario 1: Assessment Mapping to the "Problem List" form verification Specific Setup: Using "Assessment Mapping", create an assessment mapping for the 'Problem List' type. Ex: Patient Conditions was used in this scenario. A record for any test client has been filed in the mapped assessment. Avatar CareFabic 2022 Update 54 must be installed for full functionality. Avatar PM 2022 Update 81 or Avatar Cal-PM 2022 Update 39 must be installed for full functionality. Steps Open the form used in the 'Assessment Mapping' such as 'Patient Conditions'. File the data for any test client, being certain to include the mapped fields. Open the client "Problem List". Click 'System Notes' on the row added from the mapped assessment. Verify 'Action' column is populated. Verify 'Date' column is populated. Verify 'Status' column is populated. Verify 'User' column is populated. Verify 'From' column contains the name of the mapped assessment. Click [Close]. Click [Close/Cancel] to exit the grid. Click [Submit]. Scenario 2: Validate Patient Health Profile web service Specific Setup: Access to SoapUI or other webservice tool. Dictionary Update: Avatar CWS: File: CWS, Data Element: (2526) Problem Type: Add or note at least one value in the dictionary. Avatar CareFabric 2022 Update 54 is required for full functionality. Avatar PM 2022 Update 81 or Avatar Cal-PM Update 39 is required for full functionality Steps Create a new project for the 'Patient Health Profile' web service. Populate the 'SystemCode', 'UserName', and 'Password' fields with the information used to log into Avatar. Within the 'PHPProblemDataObject': Input the 'Problem Type' dictionary code from Setup in the 'Type' field. Input any valid date into the 'ProblemDate' field. Input any text into the 'Status' field. Input any text into the 'Description' field. Within the 'PHPOpenCareGapsObject': Input any valid date into the 'EventDate' field. Input any text into the 'Measure' field. Input any text into the 'MeasureDescription' field. Within the 'PHPInpatientStaysObject': Input any text into the 'Type' field. Input any valid date into the 'DateOfStay' field. Input any text into the 'Facility' field. Input any text into the 'LengthOfStay' field. Input any text into the 'AdmitCOndition' field. Within the 'PHPPhysicianConsultObject': Input any valid date into the 'ConsultDate' field. Input any text into the 'Location' field. Input any text into the 'ProviderName' field. Within the 'PHPMedicationsObject'. Input any valid date into the 'EntryDate' field. Input any text into the 'Provider' field. Input any valid NDC number into the 'NDC' field (This value can come from the 'Order Code Setup' form). Within the 'PHPLabDataObject': Input any valid date into the 'LabDate' field. Input any text into the 'LabDescription' field. Input any text into the ':LabResults' field. Input any client into the 'ClientID' field. Click [Send]. Verify the 'Message' field displays "PHPData web service has been filed successfully". Log into Avatar. Open the 'Patient Health Profile' form with the client for which the web service was filed. Select any value in the 'Medications - Verification' cell. Select any value in the 'Problems - Verification' cell. Click [Submit]. Verify the form files without errors. Open the 'Problem List' form. Click 'View/Enter Problems' Click 'System Notes' 'View' button on any row added in the web service. Verify the 'From' column is populated. Open 'Crystal Reports' or another SQL reporting tool. 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. Verify all information displays correctly. Scenario 3: Problem List - field verification Specific Setup: One or more problems have been entered in the 'Problem List' form. Avatar 2022 CWS Update 69 is required for full functionality. Avatar 2022 CareFabric Update 54 is required for full functionality. Avatar 2022 PM Update 81or Avatar Cal-PM Update 39 is required for full functionality. Steps Open 'Problem List' form for any client (Client A) who has existing problems filed. Click [View/Enter Problems]. Verify the 'Problem' column contains the description of the problem. Verify the 'Problem Classification' column is populated. Verify the 'Date of Onset' is populated. Verify the 'Status' is populated. Click [View] on the 'DSM/ICD' column. Verify the 'ICD10Code' row contains the associated ICD Code. Verify the 'ICD10 Description' contains the associated description. Click [Close]. Click [View] on the 'System Note' column. Verify the 'Action' column contains the action taken on the problem. Verify the 'Date' column contains the date the action occurred. Verify the 'Status' column contains the problem status. Verify the 'User' column contains the name of the user logged in at the time the action occurred. Verify the 'From' column contains the name of the form where the action occurred. Click [Close]. Click [Close/Cancel]. Click [Yes] on the message 'Confirm Loss of Changes'. Click [Close Form]. Scenario 4: Problem List System Notes - verify modeled form name displays in System Notes 'From' column Specific Setup: A modeled form exists which has Alias definition for Diagnosis. Avatar 2022 CWS Update 69 is required for full functionality. Avatar 2022 CareFabric Update 54 is required for full functionality. Avatar 2022 PM Update 81or Avatar Cal-PM Update 39 is required for full functionality. Steps Open the modeled form where there is alias definition for diagnosis. Complete the form and file. Open the 'Problem List form for the same client. Click [View/Enter Problems]. Select the row which contains the information from the modeled form. Click [View] under the 'System Notes' column. Verify the 'From' column displays the name of the modeled form. Click [Close]. Click [Close/Cancel]. Click [Close Form]. Scenario 5: AddClientProblem web service validation Specific Setup: A client (Client A) must be in an active episode and have no problems filed in their 'Problem List'. Avatar CareFabric 2022 Update 54 must be installed for full functionality. Avatar PM 2022 Update 81 or Avatar Cal-PM 2022 Update 54 must be installed for full functionality. Steps Access 'SoapUI' or another web service tool. File an 'AddClientProblems' web service. Validate a success message is received. In myAvatar, open the 'Problem List' form for Client A. Click [View/Enter Problems]. Validate the problem added via the AddClientProblems web service has been added to the clients Problem List. Click [Save]. Click [Yes]. Click [Submit]. Validate the form files successfully. Scenario 6: CDR Table - validate CWSSYSTEM.cw_problem_list_history Specific Setup: Avatar PM 2022 Update 81 or Avatar Cal-PM 2022 Update 39 is required for full functionality. Avatar CareFabric 2022 Update 54 is required for full functionality. Problems have been entered for a test client (Client A) in the 'Problem List' form. Access to an SQL reporting tool such as Crystal Reports. Steps Verify access to table SYSTEM.cw_problem_list_history and CWSSYSTEM.cw_problem_list_history has been set in 'User Definition' form. Using any SQL reporting tool, create a report for CWSSYSTEM.cw_problem_list_history including the following fields: PATID data_entry_date staff_name action_value Run the report (Note: if there is a large volume of Problems on file, it is recommended that you select a few clients rather than running the report for all clients. This will assure the report completes in a timely manner). Verify the columns are populated for the existing records. Repeat the steps above for the SYSTEM.cw_problem_list_history table. Open the 'Problem List' form. Add new rows for any test client. Update existing rows for any test client. File the form. Run the reports again. Verify the data is added / updated appropriately. Open the 'Treatment Plan' form. Enter a new treatment plan for any test client. Run the above reports again. Verify the problem added in Treatment Plan is displays in the reports. Open 'Change MR#' form for Client A. Click [Assign MR#]. Click [Submit]. Run the SQL report again for the new MR#. Verify all data for Client A is now listed against the new MR#. 'Problem List' grid will not refile data unless changes are input. Scenario 1: TDE Comparison - verify only modified rows are re-filed in the Problem List grid. Specific Setup: One or more problems have been entered in the 'Problem List' form. Avatar 2022 CWS Update 69 is required for full functionality. Avatar 2022 CareFabric Update 54 is required for full functionality. Avatar 2022 PM Update 81or Avatar Cal-PM Update 39 is required for full functionality. Steps Create an SQL report against SYSTEM.cw_problem_list. Include the data_entry columns in the report. Open the 'Problem List' and file a new problem for any test client. Run the report. Review the data_entry columns. Go back to the 'Problem List' for the same client. Refile the 'Problem List' without making changes. Wait a few moments. Run the report again. Verify that no changes have been logged in the table. Only updated data rows will be reflected in the table. Create a mapping for the problem list in the 'Assessment Mapping' form. Access the mapped assessment and file a change for one record for any test client. Run the report. Note that only the updated data row will be updated. All other rows should not be changed.	Topics • NX • Treatment Plan • Problem List • Web Services • Patient Health Profile • Modeling • Query/Reporting
Update 70 Summary \| Details Bells Notes Integration - Progress Notes (Group and Individual) Scenario 1: Progress Notes (Group and Individual) - File a new service note with document routing enabled Specific Setup: Document Routing must be enabled on the 'Progress Notes (Group and Individual)' form. A client must be enrolled in an active episode (Client A). Google Chrome Browser settings are set to enable Autofill for passwords and the logged in user's password has been saved. Steps Select "Client A" from the 'My Clients' list and access the 'Progress Notes (Group and Individual)' form. Select any value from the 'Select Episode' field. Select "New Service" from the 'Progress Notes For' field. Select any value from the 'Note Type' field. Set the 'Notes Field' to any value. Set the 'Date Of Service' field to the current date. Set the 'Service Charge Code' field to any value. Select "Final" from the 'Draft/Final' field/ Click [Submit Note]. Validate that the 'Document Routing' dialog is displayed with the progress note data. Click [Accept]. Validate the 'Password' field autofill's with the user's password that is saved in Google Chrome. Click [OK]. Validate a 'Progress Notes message' is displayed stating: "Note Filed". Click [OK]. Click [Discard]. Access the 'Client Ledger' form. Set the 'Client ID' field to "Client A". Select "All Episodes" from the 'Claim/Episode/All Episodes' field. Select "Simple" from the 'Ledger Type' field. Select "Yes" from the 'Include Zero Charges' field. Click [Process]. Validate the Client Ledger Report page contains the service created in the previous steps. Click [Dismiss]. Scenario 2: Bells Notes Integration - Validate document routing for progress notes when a supervisor is not required Specific Setup: myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate. A user is defined [UserA] with the following: Access to Bells Notes with an existing client admitted (Client A) Associated practitioner enrolled in Medical Note (Practitioner A) Access to the 'My To Do's' widget on the HomeView Must be logged in as this user Document Routing is enabled for the 'Additional Progress Note Information (CWS21015)' form in 'Document Routing Setup'. A supervisor is NOT required. A Progress Notes form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate. Steps Access the 'Scheduling Calendar' form. Right click in the 'Appointment Grid' and click [Add Appointment]. Enter the desired service code in the 'Service Code' field. Enter "Client A" in the 'Client' field. Select the desired value in the 'Episode Number' field. Validate the 'Practitioner' field is populated with "Practitioner A" Fill out all required fields. Click [Submit]. Validate successful submission. Validate the scheduled appointment is added to the 'Scheduling Calendar' form. Log into Bells Notes with existing login credentials. Click the "Agenda" section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes. Validate [Start Note] is displayed for the scheduled appointment on the right side of the Bells Notes. Click [Start Note] and verify the existence of the "Session Information" window. Fill out all required fields and select the desired note type. Validate user is able to start a note successfully. Verify the existence of "Client A" in the client header when note is started. Fill out all required fields and click [Sign Note]. Validate the "Sign Note" window pops up. Enter the desired value in the 'Pin' field and click [Sign]. Validate the warning messages "Note Signed Successfully" is displayed when note is signed off successfully. Validate the user is navigated to the "Agenda" page. Select the scheduled appointment and validate the appointment status is displayed as "Signed". Log into myAvatar as [UserA]. Navigate to the "My To Do's" widget. Locate the To Do just routed and click [Approve Document]. Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Practitioner A" as Author. Click [Accept]. Enter the password for "User A" in the 'Verify Password' dialog and click [OK]. Validate the To-Do is no longer displayed. Scenario 3: Bells Notes Integration - Accept a note via the "Sign" section of the 'My To Do's' widget Specific Setup: myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate. The 'Progress Notes (Group and Individual)' form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate. 'Progress Notes (Group and Individual)' must have document routing enabled. A user is defined with the following (User A): Access to Bells Notes Associated practitioner Does not require a supervisor's approval for document routing Access to the 'My To Do's' widget on the HomeView. A client is enrolled in an existing episode (Client A). Steps Log into Bells Notes with existing login credentials for "User A". Search for "Client A". Click [Start Note] and verify the existence of the 'Session Information' window. Fill out all required fields and select the desired note type. Verify the existence of "Client A" in the client header when note is started. Fill out all required fields. Click [Sign Note]. Validate the Sign Note' dialog is displayed. Enter the pin for "User A" in the 'Pin' field and click [Sign]. Validate a message is displayed stating: Note Signed Successfully. Log into myAvatar as "User A". Navigate to the "My To Do's" widget. Select the "Sign" section. Validate the 'Search Documents' field contains the progress note document sent via Bells Notes for "Client A". Validate the 'Document' field contains the progress note data. Click [Accept]. Validate the 'Search Documents' field no longer contains the progress note document for "Client A". Validate the 'Accepted Documents' field contains the accepted progress note document for "Client A". Click [Sign All]. Enter the password for "User A" in the 'Verify Password' dialog and click [OK]. Validate the 'Accepted Documents' field no longer contains the progress note document for "Client A". Scenario 4: Bells Notes Integration - Accept a note via the "All" section of the 'My To Do's' widget Specific Setup: myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate. The 'Progress Notes (Group and Individual)' form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate. The 'Progress Notes (Group and Individual)' form must have document routing enabled. A user is defined with the following (User A): Access to Bells Notes Associated practitioner Does not require a supervisor's approval for document routing Access to the 'My To Do's' widget on the HomeView. A client is enrolled in an existing episode (Client A). Steps Log into Bells Notes with existing login credentials for "User A". Search for "Client A". Click [Start Note] and verify the existence of the 'Session Information' window. Fill out all required fields and select the desired note type. Verify the existence of "Client A" in the client header when note is started. Fill out all required fields. Click [Sign Note]. Validate the Sign Note' dialog is displayed. Enter the pin for "User A" in the 'Pin' field and click [Sign]. Validate a message is displayed stating: Note Signed Successfully. Log into myAvatar as "User A". Navigate to the "My To Do's" widget. Select the "All" section. Validate a To-Do is displayed for the progress note sent via Bells Notes for "Client A". Click [Approve Document]. Validate the progress note data is displayed. Click [Accept]. Enter the password for "User A" in the 'Verify Password' field and click [OK]. Validate the To-Do is no longer displayed. Scenario 5: Bells Notes Integration - Validate document routing for progress notes when a supervisor is required Specific Setup: myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate. A user is defined [UserA] with the following: Access to Bells Notes with an existing client admitted (Client A) Associated practitioner enrolled in Medical Note (Practitioner A) Access to the 'My To Do's' widget on the HomeView Must be logged in as this user A user is defined [UserB] with the following: Associated practitioner enrolled in Medical Note (Practitioner B) Access to the 'My To Do's' widget on the HomeView Document Routing is enabled for the 'Additional Progress Note Information (CWS21015)' form in 'Document Routing Setup'. A supervisor is required. A Progress Notes form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate. Steps Access the 'Scheduling Calendar' form. Right click in the 'Appointment Grid' and click [Add Appointment]. Enter the desired service code in the 'Service Code' field. Enter "Client A" in the 'Client' field. Select the desired value in the 'Episode Number' field. Validate the 'Practitioner' field is populated with "Practitioner A" Fill out all required fields. Click [Submit]. Validate successful submission. Validate the scheduled appointment is added to the 'Scheduling Calendar' form. Log into Bells Notes with existing login credentials. Click the "Agenda" section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes. Validate [Start Note] is displayed for the scheduled appointment on the right side of the Bells Notes. Click [Start Note] and verify the existence of the "Session Information" window. Fill out all required fields and select the desired note type. Validate user is able to start a note successfully. Verify the existence of "Client A" in the client header when note is started. Fill out all required fields and click [Sign Note]. Validate the "Sign Note" window pops up. Enter the desired value in the 'Pin' field and click [Sign]. Validate the warning messages "Note Signed Successfully" is displayed when note is signed off successfully. Validate the user is navigated to the "Agenda" page. Select the scheduled appointment and validate the appointment status is displayed as "Signed". Log into myAvatar as [UserB]. Navigate to the "My To Do's" widget. Locate the To Do just routed and click [Approve Document]. Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Practitioner A" as Author and "Practitioner B" as Supervisor. Click [Accept]. Enter the password for [UserB] in the 'Verify Password' dialog and click [OK]. Validate the To-Do is no longer displayed. Scenario 6: Bell Notes Integration - Validate progress notes when Document Routing is disabled Specific Setup: myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate. A user is defined [UserA] with the following: Access to Bells Notes with an existing client admitted (Client A) Associated practitioner Must be logged in as this user "Progress Notes" widget configured into myAvatar A Progress Notes form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate. Document routing is disabled for the selected progress note form. Steps Access the 'Scheduling Calendar' form. Right click in the 'Appointment Grid' and click [Add Appointment]. Enter the desired service code in the 'Service Code' field. Enter "Client A" in the 'Client' field. Select the desired value in the 'Episode Number' field. Fill out all required fields. Click [Submit]. Validate successful submission. Validate the scheduled appointment is added to the 'Scheduling Calendar' form. Log into Bells Notes with existing login credentials. Click the "Agenda" section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes. Validate [Start Note] is displayed for the scheduled appointment on the right side of the Bells Notes. Click [Start Note] and verify the existence of the "Session Information" window. Fill out all required fields and select the desired note type. Validate user is able to start a note successfully. Verify the existence of "Client A" in the client header when note is started. Fill out all required fields and click [Sign Note]. Validate the "Sign Note" window pops up. Enter the desired value in the 'Pin' field and click [Sign]. Validate the warning messages "Note Signed Successfully" is displayed when note is signed off successfully. Validate the user is navigated to the "Agenda" page. Select the scheduled appointment and validate the appointment status is displayed as "Signed". Log into myAvatar as [UserA]. Select "Client A" and select "Progress Notes" widget. Verify the Progress Note status is final on the signed off appointment with document routing disabled.	Topics • Document Routing • Progress Notes • CareFabric
Update 71 Summary \| Details 'Recent Vitals' widget template Scenario 1: 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 Select "Client A" and access the 'Vitals Entry' form. Select "Add" from the 'Add/Edit/Delete Vital Sign' field. Enter the desired date in the 'Date' field. Enter the desired time in the 'Time' field. Select "No" from the 'Refused Vitals' field. Populate all remaining vital sign fields. Click [Submit] and [No]. Select "Client A" and navigate to the 'Vital Signs' widget. Validate the vitals entered in the previous steps are displayed. Scenario 2: 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 Access the 'Registry Settings' form Set the 'Limit Registry Settings to the Following Search Criteria' field to "preferred weight for displays/reports". Click [View Registry Settings]. Set the 'Registry Setting Value' field to "1". Click [Submit], [OK] and [No]. Select "Client A" and access the 'Vitals Entry' form. Select "Add" from the 'Add/Edit/Delete Vital Sign' field. Enter the desired date in the 'Date' field. Enter the desired time in the 'Time' field. Select "No" from the 'Refused Vitals' field. Enter the desired value in the 'Weight' field. Populate all remaining vital sign fields. Click [Submit] and [No]. Select "Client A" and navigate to the 'Vital Signs' widget. Validate the vitals entered in the previous steps are displayed. Validate the 'Weight' field is displayed in lbs. Navigate to the 'Recent Vitals' widget. Validate the vitals entered in the previous steps are displayed. Validate the 'Weight' field is displayed in lbs. Access the 'Vitals Entry' form. Select the 'Vitals Reports' section. Click [Start Date T] and [End Date T]. Select "All" in the 'Vital Sign(s) for Report' field. Set the 'Start Time' to the desired time. Click [End Time Current Time] and [View Report]. Validate the vitals entered in the previous steps are displayed. Validate the 'Weight' field is displayed in lbs. Close the report and the form. Access the 'Registry Settings' form Set the 'Limit Registry Settings to the Following Search Criteria' field to "preferred weight for displays/reports". Click [View Registry Settings]. Set the 'Registry Setting Value' field to "2". Click [Submit], [OK] and [No]. Select "Client A" and navigate to the 'Vital Signs' widget. Validate the vitals entered in the previous steps are displayed. Validate the 'Weight' field is displayed in kgs. Navigate to the 'Recent Vitals' widget. Validate the vitals entered in the previous steps are displayed. Validate the 'Weight' field is displayed in kgs. Access the 'Vitals Entry' form. Select the 'Vitals Reports' section. Click [Start Date T] and [End Date T]. Select "All" in the 'Vital Sign(s) for Report' field. Set the 'Start Time' to the desired time. Click [End Time Current Time] and [View Report]. Validate the vitals entered in the previous steps are displayed. Validate the 'Weight' field is displayed in kgs. Close the report and the form. Scenario 3: Progress Notes - Validate the 'Recent Vitals' on demand widget template Specific Setup: The 'Enable Templates On Demand for SQL Widgets' registry setting must be set to "Y". The 'Recent Vitals' and 'Progress Notes' widgets must be on the HomeView for the user in 'View Definition'. A client must be enrolled in an existing episode (Client A). Steps Select "Client A" and access the 'Vitals Entry' form. Select "Add" from the 'Add/Edit/Delete Vital Sign' field. Enter the desired date in the 'Date' field. Enter the desired time in the 'Time' field. Select "No" from the 'Refused Vitals' field. Populate all remaining vital sign fields. Click [Submit] and [No]. Access the 'Progress Notes (Group and Individual)' form. Select any value from the 'Select Episode' field. Select any value from the 'Progress Note For' field. Select any value from the 'Note Type' field. Click [Template Icon]. Click [Widget Templates]. Click [Client] and [Recent Vitals]. Validate the 'Notes Field' contains the vitals entered in the previous steps. Complete the required fields. Select "Draft" from the 'Draft/Final' field. Click [Submit Note]. Close the form. Select "Client A" and navigate to the 'Progress Notes' widget. Validate the note displays with the vitals entered in the previous steps. Scenario 4: Treatment Plan - Validate the 'Recent Vitals' on demand widget template Specific Setup: The 'Enable Templates On Demand for SQL Widgets' registry setting must be set to "Y". User must have the 'Recent Vitals' widget assigned to the HomeView in 'View Definition'. A user must have a console widget configured for the 'Treatment Plan' in the 'Console Widget Configuration' form. A user must have a view configured containing the 'Treatment Plan' console widget and 'Console Widget Viewer' (View A). A client must be enrolled in an existing episode and have a problem on file (Client A). Steps Select "Client A" and access the 'Vitals Entry' form. Select "Add" from the 'Add/Edit/Delete Vital Sign' field. Enter the desired date in the 'Date' field. Enter the desired time in the 'Time' field. Select "No" from the 'Refused Vitals' field. Populate all remaining vital sign fields. Click [Submit] and [No]. Access the 'Treatment Plan' form. Enter the desired date in the 'Plan Date' field. Select the desired value in the 'Plan Type' field. Select "Draft" in the 'Treatment Plan Status' field. Select the problem to include in the 'Problems' field. Click [Template Icon] next to the 'Strengths' field. Click [Widget Templates]. Click [Client] and [Recent Vitals]. Validate the 'Strengths' field contains the vitals entered in the previous steps. Click [Launch Plan]. Populate any required and desired fields. Click [Return To Plan] and [OK]. Submit the form. Select "Client A" and navigate to "View A". Validate the 'Treatment Plan' console widget contains the draft treatment plan filed in the previous steps and select it. Click [View]. Validate the 'Console Widget Viewer' displays the draft treatment plan details filed in the previous steps. 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 Select "Client A" and access the 'Vitals Entry' form. Select "Add" from the 'Add/Edit/Delete Vital Sign' field. Enter the desired date in the 'Date' field. Enter the desired time in the 'Time' field. Select "No" from the 'Refused Vitals' field. Populate all remaining vital sign fields. Click [Submit] and [No]. Select "Client A" and navigate to the 'Recent Vitals' widget. Validate the vitals entered in the previous steps are displayed.	Topics • Vitals Entry • Registry Settings • Progress Notes • Treatment Plan
Update 72 Summary \| Details 'Patient Health Questionnaire' Quick Actions - 'Assessment Practitioner' field Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Patient Health Questionnaire-9 Quick Actions widget - Patient Health Questionnaire-9 Patient Health Questionnaire-2 Scenario 1: 'Quick Actions' widget - Validate "Draft" 'Patient Health Questionnaire-9' assessment Specific Setup: The 'Quick Actions' widget must be on the user's myDay view. The 'Patient Health Questionnaire-9' Quick Action is assigned to the user in 'NX View Definition' form. This is for Avatar NX systems only. Steps Select a client and navigate to the 'Quick Actions' widget. Navigate to the 'Patient Health Questionnaire-9' quick action. Click [Add]. Select the desired episode in the 'Episode' field. Validate the 'Assessment Date' field contains the current date. Validate the 'Assessment Practitioner' field is populated. Select "Draft" in the 'Assessment Status' field. Select the desired value in the '1) Little interest or pleasure in doing things' field. Select the desired value in the '2) Feeling down, depressed, or hopeless' field. Select the desired value in the '3) Trouble falling or staying asleep, or sleeping too much' field. Select the desired value in the '4) Feeling tired or having little energy' field. Select the desired value in the '5) Poor appetite or overeating' field. Select the desired value in the '6) Feeling bad about yourself - or that you are a failure or have let yourself or your family down' field. Select the desired value in the '7) Trouble concentrating on things like school work, reading, or watching TV' field. Select the desired value in the '8) Moving or speaking so slowly that other people could have noticed? Or the opposite - being so fidgety or restless that you were moving around a lot more than usual' field. Select the desired value in the '9) Thoughts that you would be better off dead, or of hurting yourself in some way?' field. Select the desired value in the 'If you checked off any problems, how difficult have these problems made it for you to do your work, take care of things at home, or get along with other people?' field. Click [Save]. Verify the action completes successfully. Validate the 'Patient Health Questionnaire-9' item contains PHQ9 last score and last filed date/time. Scenario 2: 'Quick Actions' widget - Validate PHQ-2 launches PHQ-A with a score of 4 or more Specific Setup: A client must be enrolled in an existing episode, be under 18 years old and have a date of birth on file (Client A). The 'Quick Actions' widget must be assigned to user's myDay view. 'Patient Health Questionnaire-2' and 'Patient Health Questionnaire-A' Quick Actions must be assigned in the 'NX View Definition' form. This is for Avatar NX systems only. Steps Select "Client A" and navigate to the 'Quick Actions' widget. Navigate to the 'Patient Health Questionnaire-2' quick action. Click [Add]. Select the desired episode in the 'Episode' field. Select "More Than Half The Days" in the 'Little interest or pleasure in doing things?' field. Select "More Than Half The Days" in the 'Feeling down, depressed, or hopeless?' field. Click [Save]. Validate the 'Patient Health Questionnaire-A' quick action launches. Select the desired episode in the 'Episode' field. Validate the 'Assessment Date' field contains the current date. Validate the 'Assessment Practitioner' field is populated. Select "Draft" from the 'Assessment Status' field. Select the desired value in the '1) Little interest or pleasure in doing things' field. Select the desired value in the '2) Feeling down, depressed, or hopeless' field. Select the desired value in the '3) Trouble falling or staying asleep, or sleeping too much' field. Select the desired value in the '4) Feeling tired or having little energy' field. Select the desired value in the '5) Poor appetite or overeating' field. Select the desired value in the '6) Feeling bad about yourself - or that you are a failure or have let yourself or your family down' field. Select the desired value in the '7) Trouble concentrating on things like school work, reading, or watching TV' field. Select the desired value in the '8) Moving or speaking so slowly that other people could have noticed? Or the opposite - being so fidgety or restless that you were moving around a lot more than usual' field. Select the desired value in the '9) Thoughts that you would be better off dead, or of hurting yourself in some way?' field. Select the desired value in the 'If you checked off any problems, how difficult have these problems made it for you to do your work, take care of things at home, or get along with other people?' field. Click [Save]. Verify the action completes successfully. Validate the 'Patient Health Questionnaire-2' item contains the PHQ2 last score and last filed date/time. Validate the 'Patient Health Questionnaire-A' item contains the PHQ9 last score and last filed date/time. Scenario 3: Cal-PM - Validate accessing various 'Quick Actions' from the 'Client Dashboard' Specific Setup: A client must be admitted to an active episode (Client A). The 'Smoking Assessment', 'Problem List', 'Emergency Contact', and 'Alerts' Quick Actions must be assigned to the user in the 'NX View Definition' form. Steps Select "Client A" and launch the 'Client Dashboard'. Navigate to the 'Quick Actions' widget. Click [Emergency Contact - Add]. Click outside of the 'Emergency Contact' dialog. Validate the dialog is fixed and centered in the screen. Enter "LASTNAME, FIRSTNAME" in the 'Emergency Contact Name' field and press the "Tab" key. Validate the space is automatically removed after the comma. Fill out any required any desired fields. Click [Save]. Click [Smoking Assessment - Add]. Click outside of the 'Smoking Assessment' dialog. Validate the dialog is fixed and centered in the screen. Populate the required fields. Click [Save]. Click [Problems List - Add]. Click outside of the 'Problems List' dialog. Validate the dialog is fixed and centered in the screen. Enter "Anxiety" in the 'Problem' field. Enter any value in the 'Status' field. Click [Save]. Click [Alerts - Add]. Select "Warning (Custom)" in the 'Type of Alert' field. Select "All Episodes" in the 'Episode(s)' field. Enter any value with a special character in the 'Custom Message' field. Validate an error message and click [OK]. Enter any value in the 'Custom Message' field. Select "No" in the 'Disabled' field. Select "Active for Date Range" in the 'Active or Active for Date Range' field. Validate the 'Start Date' and 'End Date' field populate with the current date. Click [End Date Y]. Validate an 'Error' dialog stating: "Please choose an end date on or after the start date." and click [OK]. Validate the 'End Date' field contains the current date. Enter any future value in the 'End Date' field. Select any form in the 'Applicable Forms' field (Form A). Validate the 'Applicable Forms' are listed alphabetically. Click [Save]. Close the 'Client Dashboard'. Access 'Form A'. Validate the 'Client Alert' message is displayed and contains the message entered in the previous steps. Click [OK]. Close the form. Scenario 4: Quick Actions - Validate the PHQ-9 launches after PHQ-2 with a score of 4 or more Specific Setup: A client must be enrolled in an existing episode, be 18 years or older and have a date of birth on file (Client A). 'Patient Health Questionnaire-2' and 'Patient Health Questionnaire-9' Quick Actions must be assigned to the user's Client Dashboard in the 'NX View Definition' form. This is for Avatar NX systems only. Steps Select "Client A" and access the 'Client Dashboard'. Navigate to the 'Patient Health Questionnaire-2' quick action. Click [Add]. Select the desired episode in the 'Episode' field. Select "More Than Half The Days" in the 'Little interest or pleasure in doing things?' field. Select "More Than Half The Days" in the 'Feeling down, depressed, or hopeless?' field. Click [Save]. Validate the 'Patient Health Questionnaire-9' quick action launches. Select the desired episode in the 'Episode' field. Validate the 'Assessment Date' field contains the current date. Validate the 'Assessment Practitioner' field is populated. Select "Draft" from the 'Assessment Status' field. Select the desired value in the '1) Little interest or pleasure in doing things' field. Select the desired value in the '2) Feeling down, depressed, or hopeless' field. Select the desired value in the '3) Trouble falling or staying asleep, or sleeping too much' field. Select the desired value in the '4) Feeling tired or having little energy' field. Select the desired value in the '5) Poor appetite or overeating' field. Select the desired value in the '6) Feeling bad about yourself - or that you are a failure or have let yourself or your family down' field. Select the desired value in the '7) Trouble concentrating on things like school work, reading, or watching TV' field. Select the desired value in the '8) Moving or speaking so slowly that other people could have noticed? Or the opposite - being so fidgety or restless that you were moving around a lot more than usual' field. Select the desired value in the '9) Thoughts that you would be better off dead, or of hurting yourself in some way?' field. Select the desired value in the 'If you checked off any problems, how difficult have these problems made it for you to do your work, take care of things at home, or get along with other people?' field. Click [Save]. Verify the action completes successfully. Validate the 'Patient Health Questionnaire-2' item contains the PHQ2 last score and last filed date/time. Validate the 'Patient Health Questionnaire-9' item contains the PHQ9 last score and last filed date/time. Close the client dashboard. Scenario 5: 'Quick Actions' widget - Validate "Final" 'Patient Health Questionnaire-9' assessment Specific Setup: The 'Quick Actions' widget must be on the user's myDay view. The 'Patient Health Questionnaire-9' quick action is assigned to the user in 'NX View Definition'. This is for Avatar NX systems only. Steps Select a client and navigate to the 'Quick Actions' widget. Navigate to the 'Patient Health Questionnaire-9' quick action. Click [Add]. Select the desired episode in the 'Episode' field. Validate the 'Assessment Date' field contains the current date. Validate the 'Assessment Practitioner' field is populated. Select "Final" from the 'Assessment Status' field. Select the desired value in the '1) Little interest or pleasure in doing things' field. Select the desired value in the '2) Feeling down, depressed, or hopeless' field. Select the desired value in the '3) Trouble falling or staying asleep, or sleeping too much' field. Select the desired value in the '4) Feeling tired or having little energy' field. Select the desired value in the '5) Poor appetite or overeating' field. Select the desired value in the '6) Feeling bad about yourself - or that you are a failure or have let yourself or your family down' field. Select the desired value in the '7) Trouble concentrating on things like school work, reading, or watching TV' field. Select the desired value in the '8) Moving or speaking so slowly that other people could have noticed? Or the opposite - being so fidgety or restless that you were moving around a lot more than usual' field. Select the desired value in the '9) Thoughts that you would be better off dead, or of hurting yourself in some way?' field. Select the desired value in the 'If you checked off any problems, how difficult have these problems made it for you to do your work, take care of things at home, or get along with other people?' field. Click [Save]. Verify the action completes successfully. Validate the 'Patient Health Questionnaire-9' item contains the PHQ9 last score and last filed date/time. 'Patient Health Questionnaire-9' Quick Action Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Patient Health Questionnaire-9 Quick Actions widget - Patient Health Questionnaire-9 Patient Health Questionnaire-2 Scenario 1: 'Quick Actions' widget - Validate "Draft" 'Patient Health Questionnaire-9' assessment Specific Setup: The 'Quick Actions' widget must be on the user's myDay view. The 'Patient Health Questionnaire-9' Quick Action is assigned to the user in 'NX View Definition' form. This is for Avatar NX systems only. Steps Select a client and navigate to the 'Quick Actions' widget. Navigate to the 'Patient Health Questionnaire-9' quick action. Click [Add]. Select the desired episode in the 'Episode' field. Validate the 'Assessment Date' field contains the current date. Validate the 'Assessment Practitioner' field is populated. Select "Draft" in the 'Assessment Status' field. Select the desired value in the '1) Little interest or pleasure in doing things' field. Select the desired value in the '2) Feeling down, depressed, or hopeless' field. Select the desired value in the '3) Trouble falling or staying asleep, or sleeping too much' field. Select the desired value in the '4) Feeling tired or having little energy' field. Select the desired value in the '5) Poor appetite or overeating' field. Select the desired value in the '6) Feeling bad about yourself - or that you are a failure or have let yourself or your family down' field. Select the desired value in the '7) Trouble concentrating on things like school work, reading, or watching TV' field. Select the desired value in the '8) Moving or speaking so slowly that other people could have noticed? Or the opposite - being so fidgety or restless that you were moving around a lot more than usual' field. Select the desired value in the '9) Thoughts that you would be better off dead, or of hurting yourself in some way?' field. Select the desired value in the 'If you checked off any problems, how difficult have these problems made it for you to do your work, take care of things at home, or get along with other people?' field. Click [Save]. Verify the action completes successfully. Validate the 'Patient Health Questionnaire-9' item contains PHQ9 last score and last filed date/time. Scenario 2: 'Quick Actions' widget - Validate PHQ-2 launches PHQ-A with a score of 4 or more Specific Setup: A client must be enrolled in an existing episode, be under 18 years old and have a date of birth on file (Client A). The 'Quick Actions' widget must be assigned to user's myDay view. 'Patient Health Questionnaire-2' and 'Patient Health Questionnaire-A' Quick Actions must be assigned in the 'NX View Definition' form. This is for Avatar NX systems only. Steps Select "Client A" and navigate to the 'Quick Actions' widget. Navigate to the 'Patient Health Questionnaire-2' quick action. Click [Add]. Select the desired episode in the 'Episode' field. Select "More Than Half The Days" in the 'Little interest or pleasure in doing things?' field. Select "More Than Half The Days" in the 'Feeling down, depressed, or hopeless?' field. Click [Save]. Validate the 'Patient Health Questionnaire-A' quick action launches. Select the desired episode in the 'Episode' field. Validate the 'Assessment Date' field contains the current date. Validate the 'Assessment Practitioner' field is populated. Select "Draft" from the 'Assessment Status' field. Select the desired value in the '1) Little interest or pleasure in doing things' field. Select the desired value in the '2) Feeling down, depressed, or hopeless' field. Select the desired value in the '3) Trouble falling or staying asleep, or sleeping too much' field. Select the desired value in the '4) Feeling tired or having little energy' field. Select the desired value in the '5) Poor appetite or overeating' field. Select the desired value in the '6) Feeling bad about yourself - or that you are a failure or have let yourself or your family down' field. Select the desired value in the '7) Trouble concentrating on things like school work, reading, or watching TV' field. Select the desired value in the '8) Moving or speaking so slowly that other people could have noticed? Or the opposite - being so fidgety or restless that you were moving around a lot more than usual' field. Select the desired value in the '9) Thoughts that you would be better off dead, or of hurting yourself in some way?' field. Select the desired value in the 'If you checked off any problems, how difficult have these problems made it for you to do your work, take care of things at home, or get along with other people?' field. Click [Save]. Verify the action completes successfully. Validate the 'Patient Health Questionnaire-2' item contains the PHQ2 last score and last filed date/time. Validate the 'Patient Health Questionnaire-A' item contains the PHQ9 last score and last filed date/time. Scenario 3: Cal-PM - Validate accessing various 'Quick Actions' from the 'Client Dashboard' Specific Setup: A client must be admitted to an active episode (Client A). The 'Smoking Assessment', 'Problem List', 'Emergency Contact', and 'Alerts' Quick Actions must be assigned to the user in the 'NX View Definition' form. Steps Select "Client A" and launch the 'Client Dashboard'. Navigate to the 'Quick Actions' widget. Click [Emergency Contact - Add]. Click outside of the 'Emergency Contact' dialog. Validate the dialog is fixed and centered in the screen. Enter "LASTNAME, FIRSTNAME" in the 'Emergency Contact Name' field and press the "Tab" key. Validate the space is automatically removed after the comma. Fill out any required any desired fields. Click [Save]. Click [Smoking Assessment - Add]. Click outside of the 'Smoking Assessment' dialog. Validate the dialog is fixed and centered in the screen. Populate the required fields. Click [Save]. Click [Problems List - Add]. Click outside of the 'Problems List' dialog. Validate the dialog is fixed and centered in the screen. Enter "Anxiety" in the 'Problem' field. Enter any value in the 'Status' field. Click [Save]. Click [Alerts - Add]. Select "Warning (Custom)" in the 'Type of Alert' field. Select "All Episodes" in the 'Episode(s)' field. Enter any value with a special character in the 'Custom Message' field. Validate an error message and click [OK]. Enter any value in the 'Custom Message' field. Select "No" in the 'Disabled' field. Select "Active for Date Range" in the 'Active or Active for Date Range' field. Validate the 'Start Date' and 'End Date' field populate with the current date. Click [End Date Y]. Validate an 'Error' dialog stating: "Please choose an end date on or after the start date." and click [OK]. Validate the 'End Date' field contains the current date. Enter any future value in the 'End Date' field. Select any form in the 'Applicable Forms' field (Form A). Validate the 'Applicable Forms' are listed alphabetically. Click [Save]. Close the 'Client Dashboard'. Access 'Form A'. Validate the 'Client Alert' message is displayed and contains the message entered in the previous steps. Click [OK]. Close the form. Scenario 4: Quick Actions - Validate the PHQ-9 launches after PHQ-2 with a score of 4 or more Specific Setup: A client must be enrolled in an existing episode, be 18 years or older and have a date of birth on file (Client A). 'Patient Health Questionnaire-2' and 'Patient Health Questionnaire-9' Quick Actions must be assigned to the user's Client Dashboard in the 'NX View Definition' form. This is for Avatar NX systems only. Steps Select "Client A" and access the 'Client Dashboard'. Navigate to the 'Patient Health Questionnaire-2' quick action. Click [Add]. Select the desired episode in the 'Episode' field. Select "More Than Half The Days" in the 'Little interest or pleasure in doing things?' field. Select "More Than Half The Days" in the 'Feeling down, depressed, or hopeless?' field. Click [Save]. Validate the 'Patient Health Questionnaire-9' quick action launches. Select the desired episode in the 'Episode' field. Validate the 'Assessment Date' field contains the current date. Validate the 'Assessment Practitioner' field is populated. Select "Draft" from the 'Assessment Status' field. Select the desired value in the '1) Little interest or pleasure in doing things' field. Select the desired value in the '2) Feeling down, depressed, or hopeless' field. Select the desired value in the '3) Trouble falling or staying asleep, or sleeping too much' field. Select the desired value in the '4) Feeling tired or having little energy' field. Select the desired value in the '5) Poor appetite or overeating' field. Select the desired value in the '6) Feeling bad about yourself - or that you are a failure or have let yourself or your family down' field. Select the desired value in the '7) Trouble concentrating on things like school work, reading, or watching TV' field. Select the desired value in the '8) Moving or speaking so slowly that other people could have noticed? Or the opposite - being so fidgety or restless that you were moving around a lot more than usual' field. Select the desired value in the '9) Thoughts that you would be better off dead, or of hurting yourself in some way?' field. Select the desired value in the 'If you checked off any problems, how difficult have these problems made it for you to do your work, take care of things at home, or get along with other people?' field. Click [Save]. Verify the action completes successfully. Validate the 'Patient Health Questionnaire-2' item contains the PHQ2 last score and last filed date/time. Validate the 'Patient Health Questionnaire-9' item contains the PHQ9 last score and last filed date/time. Close the client dashboard. Scenario 5: 'Quick Actions' widget - Validate "Final" 'Patient Health Questionnaire-9' assessment Specific Setup: The 'Quick Actions' widget must be on the user's myDay view. The 'Patient Health Questionnaire-9' quick action is assigned to the user in 'NX View Definition'. This is for Avatar NX systems only. Steps Select a client and navigate to the 'Quick Actions' widget. Navigate to the 'Patient Health Questionnaire-9' quick action. Click [Add]. Select the desired episode in the 'Episode' field. Validate the 'Assessment Date' field contains the current date. Validate the 'Assessment Practitioner' field is populated. Select "Final" from the 'Assessment Status' field. Select the desired value in the '1) Little interest or pleasure in doing things' field. Select the desired value in the '2) Feeling down, depressed, or hopeless' field. Select the desired value in the '3) Trouble falling or staying asleep, or sleeping too much' field. Select the desired value in the '4) Feeling tired or having little energy' field. Select the desired value in the '5) Poor appetite or overeating' field. Select the desired value in the '6) Feeling bad about yourself - or that you are a failure or have let yourself or your family down' field. Select the desired value in the '7) Trouble concentrating on things like school work, reading, or watching TV' field. Select the desired value in the '8) Moving or speaking so slowly that other people could have noticed? Or the opposite - being so fidgety or restless that you were moving around a lot more than usual' field. Select the desired value in the '9) Thoughts that you would be better off dead, or of hurting yourself in some way?' field. Select the desired value in the 'If you checked off any problems, how difficult have these problems made it for you to do your work, take care of things at home, or get along with other people?' field. Click [Save]. Verify the action completes successfully. Validate the 'Patient Health Questionnaire-9' item contains the PHQ9 last score and last filed date/time. 'Allergies / Hypersensitivities' Quick Action Scenario 1: Cal-PM - Validate accessing various 'Quick Actions' from the 'Client Dashboard' Specific Setup: A client must be admitted to an active episode (Client A). The 'Smoking Assessment', 'Problem List', 'Emergency Contact', and 'Alerts' Quick Actions must be assigned to the user in the 'NX View Definition' form. Steps Select "Client A" and launch the 'Client Dashboard'. Navigate to the 'Quick Actions' widget. Click [Emergency Contact - Add]. Click outside of the 'Emergency Contact' dialog. Validate the dialog is fixed and centered in the screen. Enter "LASTNAME, FIRSTNAME" in the 'Emergency Contact Name' field and press the "Tab" key. Validate the space is automatically removed after the comma. Fill out any required any desired fields. Click [Save]. Click [Smoking Assessment - Add]. Click outside of the 'Smoking Assessment' dialog. Validate the dialog is fixed and centered in the screen. Populate the required fields. Click [Save]. Click [Problems List - Add]. Click outside of the 'Problems List' dialog. Validate the dialog is fixed and centered in the screen. Enter "Anxiety" in the 'Problem' field. Enter any value in the 'Status' field. Click [Save]. Click [Alerts - Add]. Select "Warning (Custom)" in the 'Type of Alert' field. Select "All Episodes" in the 'Episode(s)' field. Enter any value with a special character in the 'Custom Message' field. Validate an error message and click [OK]. Enter any value in the 'Custom Message' field. Select "No" in the 'Disabled' field. Select "Active for Date Range" in the 'Active or Active for Date Range' field. Validate the 'Start Date' and 'End Date' field populate with the current date. Click [End Date Y]. Validate an 'Error' dialog stating: "Please choose an end date on or after the start date." and click [OK]. Validate the 'End Date' field contains the current date. Enter any future value in the 'End Date' field. Select any form in the 'Applicable Forms' field (Form A). Validate the 'Applicable Forms' are listed alphabetically. Click [Save]. Close the 'Client Dashboard'. Access 'Form A'. Validate the 'Client Alert' message is displayed and contains the message entered in the previous steps. Click [OK]. Close the form. Scenario 2: 'Allergies and Hypersensitivities' quick action - File a Medication Allergy Specific Setup: A client must be admitted into an active episode who does not have any information filed in the 'Allergies and Hypersensitivities' form. (Client A) 'Allergies / Hypersensitivities' Quick Action must be assigned to the user's Client Dashboard in the 'NX View Definition' form. The 'Require Reaction Severity' registry setting must be set to "N". This is for Avatar NX systems. Steps Select "Client A" and launch the 'Client Dashboard'. Navigate to the 'Quick Actions' widget. Click [Allergies / Hypersensitivities - Add]. Enter and select the desired medication in the 'Allergen/Reactant' field. Enter the desired date in the 'Date Recognized' field. Select "Confirmed" in the 'Status' field. Select "Yes" in the 'Known Medication Allergies' field. Click [Save]. Validate the 'Allergies / Hypersensitivities' quick action displays the current date and time. Click [Allergies / Hypersensitivities - Add]. Validate the 'Known Medication Allergies' field is disabled and "Yes" is selected. Enter and select the desired value in the 'Allergen/Reactant' field. Enter the desired date in the 'Date Recognized' field. Select "Confirmed" in the 'Status' field. Click [Save]. Validate the 'Allergies / Hypersensitivities' quick action displays the current date and time. Close the Client Dashboard. Access the 'Allergies and Hypersensitivities' form. Click [Update]. Validate the allergies entered in the previous steps display. Click [Close/Cancel]. Select the appropriate value in the 'Known Food Allergies' field. Click [Submit]. Scenario 3: Allergies and Hypersensitivities - Client Header Specific Setup: The 'Set 'Allergies/Reactions Reviewed' Upon Updating Allergies' registry setting must be set to "N". The 'Require Reaction Severity' registry setting must be set to "N". Please log out of the application and log back in after completing the above configuration. A client must be admitted into an active episode who does not have any information filed in the 'Allergies and Hypersensitivities' form. (Client A) Steps Select "Client A" and access the 'Allergies and Hypersensitivities' form. Validate the 'Client Header' displays "Allergies (0)". Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field. Click [Update] and [New Row]. Create a food allergy for "SHELLFISH (MDX-2891)" and click [Save]. Validate the 'Known Food Allergies' field is set to "Yes". Select "No" in the 'Known Medication Allergies' field. Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field. Select 'Yes' in the' Allergies/Hypersensitivities Reviewed' field and click [Submit]. Select "Client A" and access the 'Allergies and Hypersensitivities' form. Validate the 'Client Header' displays: Allergies (1) with a red icon 1) SHELLFISH - Confirmed Allergies Reviewed=Yes (current date) No Known Medication Allergies Click [Update] and [New Row]. Set the 2nd 'Allergen/Reactant' field to "Amoxicillin" and press Tab. Create a drug allergy "AMOXICILLIN (MDX-376) (RxNorm=723)". Set the 'Status' field for the Shellfish allergy to "Inactive" and click [Save]. Validate the 'Known Medication Allergies' field is set to "Yes". Select "No" in the 'Known Food Allergies' field. Select 'Yes' in the 'Allergies/Hypersensitivities Reviewed' field and click [Submit]. Access the 'Allergies and Hypersensitivities' form for "Client A". Validate the 'Client Header' displays: Allergies (1) with a red icon 1) AMOXICILLIN - Confirmed Allergies Reviewed=Yes (current date) No Known Food Allergies Click [Update]. Set the 'Status' field for the Amoxicillin allergy to "Inactive" and click [Save]. Select "No" in the 'Known Medication Allergies' field. Select "Yes" in the 'Allergies/Hypersensitivities Reviewed' field. Click [Submit]. Validate the 'Client Header' displays: Allergies (0) Allergies Reviewed=Yes (current date) No Known Medication or Food Allergies 'All Documents' widget - 'Review Results' Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Results Entry Scenario 1: 'All Documents' widget - Validate 'Review Results' records Specific Setup: A client must be enrolled in an existing episode (Client A). A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view). This is for Avatar NX systems only. Steps Select "Client A" and access the 'Results Entry' form. Select "Add" in the 'Add/Edit/Delete Result' field. Populate all required and desired fields. Click [File Header Info]. Validate a message is displayed stating: "Header information filed." Click [OK]. Select 'Result Details'. Select "Add" in the 'Add/Edit/Delete Result Detail' field. Validate the 'Header' field contains the data from the previous steps. Populate all required and desired fields. Click [File Detail Info]. Validate a message is displayed stating: "Detail information filed." Populate or edit any fields and click [File Detail Info]. Click [OK] and [Exit Option]. Access the 'Review Results' form. Select "Client A" in the 'Client ID' field. Select the entry from the previous steps in the 'Select Results' field. Validate the 'Results' field contains the data from the previous steps. Select any value in the 'Review Status' field. Click [Submit]. Select "Client A" and access the 'All Documents' view. Select "All Episodes" in the 'Header Episode' field. Select 'All Forms'. Select "Review Results" in the 'Form Description' field. Validate there are two entries for each detail filed in the previous steps. Validate the 'Time' field displays. Select an entry and validate it displays in the 'Console Widget Viewer'. Validate the 'Launch Report' button exists. Click [Launch Report]. Validate a report displays with the information filed in the previous steps. Close the report. Scenario 2: 'All Documents' widget - Validate 'Independent Group Progress Note' records Specific Setup: A group must be defined with two or more clients (Group A). A client must be enrolled in an existing episode and be part of "Group A" (Client A). A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view). Steps Access the 'Independent Group Progress Notes' form. Enter "Group A" in the 'Group Name or Number' field. Select any value in the 'Note Type' field. Enter any value in the 'Default Note' field. Select "Client A" in the 'Group Members' field. Click [File Note]. Validate the next group member displays in the 'Group Members' field. File the remaining group member notes. Close the form. Select "Client A" and navigate to the 'All Documents' view. Select "All Episodes" in the 'Header Episode' field. Refresh the 'All Documents' widget. Select 'All Forms'. Validate the group note from the previous steps is present and select it. Validate the 'Console Widget Viewer' displays the note with the data entered in the previous steps. Repeat steps 2a-2e for remaining group members.	Topics • NX • Patient Health Questionnaire - 9 • Quick Actions • Patient Health Questionnaire • Patient Health Questionnaire-A • Allergies and Hypersensitivities • Group Progress Notes • Widgets • Review Results • Console Widget • Results Entry
Update 73 Summary \| Details Progress note are enhanced to support individual locations for group members. Scenario 1: Progress Notes - Group notes field validations Specific Setup: Avatar Appointment Scheduling 2022 Update 14 is required for full functionality. A group appointment has been created on the 'Scheduling Calendar' Note the location on the appointment. The following Registry Settings should be enabled according to your agency preferences: Attach Selected Appointment To Notes on Draft. Post Appointment When the Note is Submitted. Generate Service Charge After Co-sign. Steps Open 'Scheduling Calendar'. Right click on the appointment and click 'Check in'. Complete the 'Check In' process for the group. Open 'Progress Notes (Group and Individual)' or any copy of the form. Click 'Group Default Notes' section. Complete the group note for the appointment. Click 'Individual Progress Notes' section. Select a group member. Change the 'Location' value from the defaulted value (from the Group Note) to any other value. Complete the individual note for each group member and finalize each one. When Document Routing is enabled, review the document and verify the 'Location' field reflects the location selected in the individual note. Complete the document routing process. Open 'Scheduling Calendar'. Right click on the appointment and click 'Check Out'. Complete the 'Check Out' process for all members of the group. Create a report against SQL table SYSTEM.cw_patient_notes Include, at a minimum, the following fields: PATID appointment_date location_code location_value Run the report for the appointment date. Validate the 'PATID' contains the patient id from the group appointment. Validate the 'location_code' contains the location code as entered in the individual note. When 'Draft/Final' is on the progress note form, this field is updated when the note is Finalized. Validate the 'location_value' contains the location value (name) as entered in the individual note. When 'Draft/Final' is on the progress note form, this field is updated when the note is Finalized. Close the report. On the Home View in Avatar, right click on one of the clients who were in the group just finalized. Click 'Display Chart'. Click on the 'Progress Notes (Group and Individual)' form used to create the note. Verify the 'Location' field displays the correct location as assigned when the note was individualized and finalized. Prevent Group Appointment Notes from deletion. Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Progress Note Corrections Scenario 1: "Progress Note Corrections" - field validation Specific Setup: Finalized Group Progress Notes where the 'Location' field was updated on each individual group member note. Steps Open "Progress Note Corrections" form. Select the test client from the Client ID dropdown list. Select the episode for which notes were created in the "Episode Number" dropdown list field. Click [Select Note to Correct] Select the note which had been entered as a group note and then individualized and flagged as 'Final' Select "Revert Final Note to Draft" in the "Correction Action" field. Select any value in the "Reason for Correction" dropdown list field. Enter text in the "Comments" field. Note that the 'Delete Service' field is disabled. Click the lightbulb 'Help' icon to the right of the 'Delete Service' field. The following information will display: 'Services generated by Group Appointments cannot be deleted during the progress note correction process. The 'Edit Service Information' and 'Delete Service' forms may be used to modify or delete Group Appointment services.' Click [Submit]. Open "Progress Note Corrections" form. Select the test client from the Client ID dropdown list. Select the episode for which notes were created in the "Episode Number" dropdown list field. Click [Select Note to Correct] Select any note that was not created for a group note. Select "Revert Final Note to Draft" in the "Correction Action" field. Select any value in the "Reason for Correction" dropdown list field. Enter text in the "Comments" field. Note that the 'Delete Service' field is enabled. Select 'Yes' to delete the service. Verification of a deleted service can be done by reviewing the Client Ledger report and verifying the service is no longer displayed on the report. Click [Submit]. Verify the form files successfully.	Topics • Scheduling Calendar • Query/Reporting • Group Progress Notes • Progress Note Corrections
Update 74 Summary \| Details Vitals Entry Web Service Scenario 1: Vitals Entry - Field Validations Specific Setup: Select an existing client or admit a new client for the test. Steps Open the "Vitals Entry" form. Select the client identified as the test client. Set the "Height (cm)" field to "182.8". Validate the "Height (ft in)" field contains "6 0.0". Set "Weight (lbs)" to "132.8". Validate the "Weight (kgs)" contains "60.2". Set "Weight (kgs)" to "60.2". Validate the "Weight (lbs)" is "132.7". Populate all the other fields on the form. Submit the form to file data. Remain in the form. Elect to "Edit" an existing vital sign record. Click "Select Vital Sign" button. Select a row to edit. Validate data displays as it was data entered. Remain in the form. Elect to "Delete" an existing vital sign record. Click "Select Vital Sign" button. Select a row to delete. Validate row is removed. Scenario 2: Vitals Entry Web Services Steps Using the preferred web service tool, file the ClientVitals web service to add Weight data to the vitals data. To do this set the readingCode to "Wtlb" and the readingValue to "132.8". File the web service. Open the "Vitals Entry" form. Validate the "Weight (lbs)" field is set to "132.8" Validate the "Weight (kgs)" field is set to "60.2". Using the preferred web service tool, file the ClientVitals web service to add Weight data to the vitals data. To do this set the readingCode to "WtKg" and the readingValue to "60.2". File the web service. Open the "Vitals Entry" form. Validate the "Weight (lbs)" field is set to "132.7" Validate the "Weight (kgs)" field is set to "60.2". Using the preferred web service tool, file the ClientVitals web service to add temperature data to the vitals data. To do this set the readingCode to "TF" and the readingValue to "98.5". File the web service. Open the "Vitals Entry" form. Validate the "Temp (F)" field is set to "98.5" Validate the "Temp (C)" field is set to "36.9". Using the preferred web service tool, file the ClientVitals web service to add blood pressure data to the vitals data. To do this set up 3 CWSVitalSign group, where the first group has vitalSignCodeKey set to "1", readingCode to "BPS" and the readingValue to "80". The 2nd CWSVitalSign group, has vitalSignCodeKey set to "2", readingCode to "BPD" and the readingValue to "100". The 23rd CWSVitalSign group, has vitalSignCodeKey set to "3", readingCode to "POSIT" and the readingValue to "1". File the web service. Open the "Vitals Entry" form. Validate the "Blood Pressure Systolic" field is set to "80" Validate the "Blood Pressure Diastolic" field is set to "100". Validate the "Sitting - Position" radio button is checked.	Topics • Vitals Entry • Web Services
Update 75 Summary \| Details POC Results Entry - cw_vital_signs Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: POC Results Entry Flowsheet POC Results Entry Configuration Scenario 1: POC Results Entry - Collecting Specimen for a lab order as a user with association to a staff member - Add a Result / Correct a Result / Void a Result Specific Setup: An 'Observation Definition' must exist where the following applies: 'Select Observation' = "Gas flow.O2 O2 delivery sys (8839-3)" - 'Observation ID Code' = "Aortic root Oxygen saturation (8839-3)" - 'Field Name' = "Gas flow.O2 O2 delivery sys" - 'Observation Value Unit' = "mg" - 'Observation Value Field Type' = "Integer" - 'Sex/Age Range' = "0+" with a Normal Reference Range of "95-100" - an abnormal Reference Range of "85-94" with an 'Abnormal Code' = "Below low normal (L)" - an abnormal Reference Range of "80-84" with an 'Abnormal Code' = "Below lower panic limits" - select any value in the 'Save as a Vital Sign' field. (Observation Definition A). A 'Test Definition' must exist where the following applies: 'Test Name' = "Oxygen Saturation ages 0+" - 'LOINC Code' = "Aortic root Oxygen saturation (8839-3)" - 'Order Codes' = "Complete Blood Count" and "Red Blood Cell Count" - 'Observation' = "Gas flow. O2 O2 delivery sys (8893-3)" - 'Require Observation' = "Yes" - 'Require Specimen Type' = "No" - 'Default Specimen Type' = "Blood, Whole" - 'Require Specimen Site' = "No" - 'Default Specimen Site' = no value - 'Associated Form' = "non-episodic CWS user defined form". (Test Definition A) One user must exist in the application, who is associated to a staff member (User A). "User A" must be logged into the application. A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Create a "Complete Blood Count" order for "Client A". Access the 'eMAR' widget. Click the 'Lab Orders' tab. Complete the 'Specimen Collection' for the "Complete Blood Count" order. Validate that "Client A" is selected and access the 'POC Results Entry' form. Validate that 'Include Inactive Orders' is defaulted to "No". Select the "Complete Blood Count" in the 'Order' field. Set the 'Field Name' field to "117" and validate that "mg" is displayed next to it. Click [File]. Access the 'Flowsheet' widget. Click the 'Lab' tab and 'Test'. Select 'Resulted' for the "Complete Blood Count" order. Validate the 'Ordered By' field is in first name, last name and credentials format and close dialog. Select the icon for "Complete Blood Count" order. Validate the 'Panel Details' contains the medical director with their credentials after their name. Click [Cancel]. Select "Client A" and access the 'POC Results Entry' form. Validate that the 'Include Inactive Orders' is defaulted to "No". Select the "Complete Blood Count" order in the 'Order' field. Select "Yes" in the 'Include Resulted Collections' field. Validate the 'Collection' field contains the "Collection Date, Collection Time and the staff who collected the specimen along with the staff member's credentials". Validate that "Correct" is selected by default in the 'Add/Edit/Void' field. Validate the 'Collecting Staff' field contains the staff member associated with "User A" and their credentials. Validate the 'Specimen Collection Time' field contains the collection time. Validate the 'Result Time' field contains the current time. Validate that the 'Field Name' field contains "117". Set the 'Field Name' field to "125" and click [File]. Select "Client A" and access the 'POC Results Entry' form. Validate that the 'Include Inactive Orders' field is defaulted to "No". Select the "Complete Blood Count" order in the 'Order' field. Select "Yes" in the 'Include Resulted Collections' field. Validate the 'Collection' field contains the "Collection Date, Collection Time and the staff who collected the specimen along with the staff member's credentials". Validate that "Correct" is selected by default in the 'Add/Edit/Void' field. Validate the 'Collecting Staff' field contains the staff member associated with "User A" and their credentials. Select "Void" in the 'Add/Correct/Void' field. Enter any value in the 'Void Comments' field. Click [File]. Scenario 2: eMAR - Lab order - Administering an order and entering a Result for an order with vitals, editing the vitals and voiding the vitals Steps Internal Testing Only Avatar eMAR - cw_vital_signs Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: POC Results Entry Flowsheet POC Results Entry Configuration Scenario 1: POC Results Entry - Collecting Specimen for a lab order as a user with association to a staff member - Add a Result / Correct a Result / Void a Result Specific Setup: An 'Observation Definition' must exist where the following applies: 'Select Observation' = "Gas flow.O2 O2 delivery sys (8839-3)" - 'Observation ID Code' = "Aortic root Oxygen saturation (8839-3)" - 'Field Name' = "Gas flow.O2 O2 delivery sys" - 'Observation Value Unit' = "mg" - 'Observation Value Field Type' = "Integer" - 'Sex/Age Range' = "0+" with a Normal Reference Range of "95-100" - an abnormal Reference Range of "85-94" with an 'Abnormal Code' = "Below low normal (L)" - an abnormal Reference Range of "80-84" with an 'Abnormal Code' = "Below lower panic limits" - select any value in the 'Save as a Vital Sign' field. (Observation Definition A). A 'Test Definition' must exist where the following applies: 'Test Name' = "Oxygen Saturation ages 0+" - 'LOINC Code' = "Aortic root Oxygen saturation (8839-3)" - 'Order Codes' = "Complete Blood Count" and "Red Blood Cell Count" - 'Observation' = "Gas flow. O2 O2 delivery sys (8893-3)" - 'Require Observation' = "Yes" - 'Require Specimen Type' = "No" - 'Default Specimen Type' = "Blood, Whole" - 'Require Specimen Site' = "No" - 'Default Specimen Site' = no value - 'Associated Form' = "non-episodic CWS user defined form". (Test Definition A) One user must exist in the application, who is associated to a staff member (User A). "User A" must be logged into the application. A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Create a "Complete Blood Count" order for "Client A". Access the 'eMAR' widget. Click the 'Lab Orders' tab. Complete the 'Specimen Collection' for the "Complete Blood Count" order. Validate that "Client A" is selected and access the 'POC Results Entry' form. Validate that 'Include Inactive Orders' is defaulted to "No". Select the "Complete Blood Count" in the 'Order' field. Set the 'Field Name' field to "117" and validate that "mg" is displayed next to it. Click [File]. Access the 'Flowsheet' widget. Click the 'Lab' tab and 'Test'. Select 'Resulted' for the "Complete Blood Count" order. Validate the 'Ordered By' field is in first name, last name and credentials format and close dialog. Select the icon for "Complete Blood Count" order. Validate the 'Panel Details' contains the medical director with their credentials after their name. Click [Cancel]. Select "Client A" and access the 'POC Results Entry' form. Validate that the 'Include Inactive Orders' is defaulted to "No". Select the "Complete Blood Count" order in the 'Order' field. Select "Yes" in the 'Include Resulted Collections' field. Validate the 'Collection' field contains the "Collection Date, Collection Time and the staff who collected the specimen along with the staff member's credentials". Validate that "Correct" is selected by default in the 'Add/Edit/Void' field. Validate the 'Collecting Staff' field contains the staff member associated with "User A" and their credentials. Validate the 'Specimen Collection Time' field contains the collection time. Validate the 'Result Time' field contains the current time. Validate that the 'Field Name' field contains "117". Set the 'Field Name' field to "125" and click [File]. Select "Client A" and access the 'POC Results Entry' form. Validate that the 'Include Inactive Orders' field is defaulted to "No". Select the "Complete Blood Count" order in the 'Order' field. Select "Yes" in the 'Include Resulted Collections' field. Validate the 'Collection' field contains the "Collection Date, Collection Time and the staff who collected the specimen along with the staff member's credentials". Validate that "Correct" is selected by default in the 'Add/Edit/Void' field. Validate the 'Collecting Staff' field contains the staff member associated with "User A" and their credentials. Select "Void" in the 'Add/Correct/Void' field. Enter any value in the 'Void Comments' field. Click [File]. Scenario 2: eMAR - Lab order - Administering an order and entering a Result for an order with vitals, editing the vitals and voiding the vitals Steps Internal Testing Only	Topics • POC Results Entry
Update 76 Summary \| Details Treatment Plan - Site Specific Scrolling Free Text fields 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 with values entered in the 'Strengths', 'Weaknesses', and 'Discharge Planning' fields (Plan A). The following fields must be added to the 'Treatment Plan' form via 'Site Specific Section Modeling': 'SS Treatment Plan Problem Scrolling Free Text 6' 'SS Treatment Plan Goal Scrolling Free Text 24' 'SS Treatment Plan Obj Scrolling Free Text 9' 'SS Treatment Plan Int Scrolling Free Text 17' Steps Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Verify the 'Do you want to default plan information form a previously entered plan?' dialog is displayed. Click [Yes]. Select "Plan A" in the 'Default From Previous' field. Click [OK]. Enter the desired date in the 'Please Enter Plan Date' field. Click [OK]. Verify the 'Are you sure you want to default information from this plan?' dialog is displayed. Click [Yes]. Enter the current date in the 'Plan Date' field. Select any value in the 'Plan Type' field. Select 'Draft' in the 'Treatment Plan Status' field. Validate the 'Strengths' field contains the information defaulted in from "Plan A". Validate the 'Weaknesses' field contains the information defaulted in from "Plan A". Validate the 'Discharge Planning' field contains the information defaulted in from "Plan A". Click [Launch Plan]. Add a new problem, goal, objective, and intervention. Set the 'SS Treatment Plan Scrolling Free Text' fields to any value for each problem, goal, objective, and intervention. Select any value in the 'Staff Responsible' field for each problem, goal, objective, and intervention. Select any value in the 'Staff Assigning' field for each problem, goal, objective, and intervention. Click [Back to Plan Page]. Validate the 'Strengths' field contains the information defaulted in from "Plan A". Validate the 'Weaknesses' field contains the information defaulted in from "Plan A". Validate the 'Discharge Planning' field contains the information defaulted in from "Plan A". Click [Launch Plan]. Validate the new problem, goal, objective, and intervention are displayed. Validate the 'SS Treatment Plan Scrolling Free Text ' fields contain the value entered in the previous steps. Validate the 'Staff Responsible' fields contains the value entered in the previous steps. Validate the 'Staff Assigning' fields contains the value entered in the previous steps. Click [Back to Plan Page]. Select "Final" in the 'Treatment Plan Status' field. Click [Submit]. Scenario 2: Treatment Plan - Default From Previous Plan when Document Routing is enabled and the 'Enable Automatic Backup' registry setting is enabled Specific Setup: Document Routing is enabled on the 'Treatment Plan' form. The 'Enable Automatic Backup' registry setting is set to "Y". A client is enrolled in an existing episode (Client A). The 'Treatment Plan Default Setup' form must be configured for the 'Treatment Plan' form to default all sections and problem, goal, objective, and intervention data. The 'Default From Previous Plan' registry setting must be set to "Y". The following fields must be added to the 'Treatment Plan' form via 'Site Specific Section Modeling': 'SS Treatment Plan Problem Scrolling Free Text 6' 'SS Treatment Plan Goal Scrolling Free Text 24' 'SS Treatment Plan Obj Scrolling Free Text 9' 'SS Treatment Plan Int Scrolling Free Text 17' Steps Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Enter the current date in the 'Plan Date' field. Select any value in the 'Plan Type' field. Select the desired problem to include in the plan from the 'Problems' grid. Enter any value in the 'Strengths' field. Enter any value in the 'Weakness' field. Enter any value in the 'Discharge Planning' field. Select "Draft" in the 'Treatment Plan Status' field. Click [Launch Plan]. Select the problem from the 'Tree View'. Enter any value in the 'Problem Code' field. Select “Active” in the ‘Status (Problem List)’ field. Enter any value in the 'Problem' field. Select any value in the ‘Status’ field. Enter any value in the 'SS Treatment Plan Problem Scrolling Free Text 6' field. Select any value in the 'Staff Assigning' and 'Staff Responsible' fields. Select any value from the 'Status' field. Click [Add New Goal]. Enter any value in the 'Goal' field. Select any value from the 'Status' field. Select any value in the 'Staff Assigning' and 'Staff Responsible' fields. Enter any value in the 'SS Treatment Plan Goal Scrolling Free Text 24' field. Click [Add New Objective]. Enter any value in the 'Objective' field. Select any value from the 'Status' field. Select any value in the 'Staff Assigning' and 'Staff Responsible' fields. Enter any value in the 'SS Treatment Plan Obj Scrolling Free Text 9' field. Click [Add New Intervention]. Enter any value in the 'Intervention' field. Select any value in the 'Status' field. Select any value in the 'Staff Assigning' and 'Staff Responsible' fields. Enter any value in the 'SS Treatment Plan Int Scrolling Free Text 17' field. Click [Back To Plan Page]. Click [Launch Plan]. Select the problem. Validate 'SS Treatment Plan Problem Scrolling Free Text 6' field contains the value previously filed. Validate the 'Staff Assigning' and 'Staff Responsible' fields contain the value previously filed. Select the goal. Validate 'SS Treatment Plan Goal Scrolling Free Text 24' field contains the value previously filed. Validate the 'Staff Assigning' and 'Staff Responsible' fields contain the value previously filed. Select the objective. Validate 'SS Treatment Plan Obj Scrolling Free Text 9' field contains the value previously filed. Validate the 'Staff Assigning' and 'Staff Responsible' fields contain the value previously filed. Select the intervention. Validate 'SS Treatment Plan Int Scrolling Free Text 17' field contains the value previously filed. Validate the 'Staff Assigning' and 'Staff Responsible' fields contain the value previously filed. Click [Back to Plan Page] and [Submit]. Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Validate a message is displayed stating: Do you want to default plan information from a previously entered plan?. Click [Yes]. Select the previously filed treatment plan and click [OK]. Validate a message is displayed stating: Are you sure you want to default information from this plan? Click [Yes]. Validate the 'Treatment Plan' form is displayed and the defaulted information is displayed as expected. Click [Launch Plan]. Select the problem. Validate the 'SS Treatment Plan Problem Scrolling Free Text 6' field contains the value previously filed. Validate the 'Staff Assigning' and 'Staff Responsible' field contains the value previously filed. Select any new value in the 'Staff Assigning' and 'Staff Responsible' fields. Select the goal. Validate the 'SS Treatment Plan Goal Scrolling Free Text 24' field contains the value previously filed. Validate the 'Staff Assigning' and 'Staff Responsible' field contains the value previously filed. Select any new value in the 'Staff Assigning' and 'Staff Responsible' fields. Select the objective. Validate the 'SS Treatment Plan obj Scrolling Free Text 9' field contains the value previously filed. Validate the 'Staff Assigning' and 'Staff Responsible' field contains the value previously filed. Select any new value in the 'Staff Assigning' and 'Staff Responsible' fields. Select the intervention. Validate the 'SS Treatment Plan Int Scrolling Free Text 17' field contains the value previously filed. Validate the 'Staff Assigning' and 'Staff Responsible' field contains the value previously filed. Select any new value in the 'Staff Assigning' and 'Staff Responsible' fields. Click [Back to Plan Page]. Select the desired value in the 'Plan Type' field. Select "Final" in the 'Treatment Plan Status' field and click [Submit]. Validate all of the previously filed treatment plan data that was defaulted into this plan displays in the document routing TIFF image. Click [Accept]. Enter the password for the logged in user and press the 'Enter' key. Validate the 'Treatment Plan' files successfully. Scenario 3: Treatment Plan - Load Treatment Plan data from Automatic Backup when Document Routing is enabled Specific Setup: Document Routing is enabled on the 'Treatment Plan' form. The 'Enable Automatic Backup' registry setting is set to "Y". A client is enrolled in an existing episode(Client A). Steps Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Enter the current date in the 'Plan Date' field. Select any value in the 'Plan Type' field. Select the desired problem to include in the plan from the 'Problems' grid. Click [New Row]. Select any value from the 'Role' field in the 'Participation' section. Select the desired staff member in the 'Staff ID' field. Validate that the selected staff member's name displays in the 'Participant Name' field. Select any value from the 'Plan Author' field. Select any value from the 'Notification' field. Add multiple staff members as needed. Enter any value in the 'Strengths' field. Enter any value in the 'Weakness' field. Enter any value in the 'Discharge Planning' field. Select "Draft" in the 'Treatment Plan Status' field. Click [Launch Plan]. Select the problem from the 'Tree View'. Select any value from the 'Status' field. Click [Add New Goal]. Enter any value in the 'Goal' field. Select any value from the 'Status' field. Click [Add New Objective]. Enter any value in the 'Objective' field. Select any value from the 'Status' field. Click [Add New Intervention]. Enter any value in the 'Intervention' field. Select any value in the 'Status' field. Click [Back To Plan Page] and [Discard]. Validate a message is displayed stating: "Are you sure you want to Close without saving?" Click [Yes]. Select "Client A" and access the 'Treatment Plan' form. Validate the ‘Load From Backup’ dialog displays with a message stating: "You have an unsubmitted backup of a plan from [the current date] and [the current time]. Would you like to load it instead of creating a new one?" Click [Yes]. Validate the 'Plan Date' field is displays as expected. Validate the 'Plan Type' field is displays as expected. Change "Draft" to "Final" in the 'Treatment Plan Status' field. Click [Submit]. Validate all of the previously filed treatment plan data that was defaulted into this plan displays in the document routing TIFF image. Click [Accept]. Enter the password for the logged-in user and press the 'Enter' key. Validate the 'Treatment Plan' files successfully. Scenario 4: Treatment Plan - File a Treatment Plan with Document Routing Specific Setup: Client must be admitted into an active episode with problems recorded in 'Problem List' form (Client A). The "SS Treatment Plan Int Service Code 1" field must be enabled for the 'Treatment Plan' form through the 'Site Specific Section Modeling' form (Service Code). The 'Treatment Plan' form must have document routing enabled. Must have the 'My To Do's' widget configured on a view. Steps Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Enter "T" in the 'Plan Date' field. Validate the current date is displayed in the 'Plan Date' field. Click [Plan Date T]. Validate the current date is displayed in the 'Plan Date' field. Select any value in the 'Plan Type' field. Select any value from 'Problem List'. Click [New Row]. Select any value from the 'Role' field in the 'Participation' section. Select 'Staff ID' and enter "Staff Member A". Validate that the selected staff member's name displays in the 'Participant Name' field. Select any value from the 'Plan Author' field. Select any value from the 'Notification' field. Add multiple staff members as needed. Enter any value in the 'Strengths' field. Enter any value in the 'Weakness' field. Enter any value in the 'Discharge Planning' field. Select "Draft" in the 'Draft/Final' field. Click [Launch Plan]. Select the problem from the 'Tree View'. Select any value from the 'Status' field. Click [Add New Goal]. Enter any value in the 'Goal' field. Select any value from the 'Status' field. Click [Add New Objective]. Enter any value in the 'Objective' field. Select any value from the 'Status' field. Click [Add New Intervention]. Enter any value in the 'Intervention' field. Select any value in the 'Status' field. Enter any value in the 'Service Code' field. Validate results display and select the desired value. Click [Return to Plan]. Select "Final" in the 'Draft/Final' field. Click [Submit]. Validate the treatment plan data displays as expected in the 'Document Routing' screen. Click [Sign and Route]. Enter the password and press the 'Enter' key. Select the staff member associated with the logged in user in the 'Route Document To' field and click [Add] Click [Submit] Access the 'My To Do's' widget. Click [My To Do's]. Validate the record for "Client A" and click [Review]. Validate the treatment plan data displays as expected in the 'Document Preview'. Click [Accept] and [Sign]. Enter the password and click [Verify]. Validate the record is no longer present. Close the 'To Do's'. Scenario 5: Treatment Plan - Add a Problem, Goal, Objective, and Intervention with the 'Enable Automatic Backup' registry setting set to "Y" Specific Setup: The 'Avatar CWS->Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y". A client must be enrolled in an existing episode (Client A). The following fields must be added to the 'Treatment Plan' form via 'Site Specific Section Modeling': 'SS Treatment Plan Problem Scrolling Free Text 6' 'SS Treatment Plan Goal Scrolling Free Text 24' 'SS Treatment Plan Obj Scrolling Free Text 9' 'SS Treatment Plan Int Scrolling Free Text 17'. Steps Select “Client A” and access the ‘Treatment Plan’ form. Set the ‘Plan Date’ field to the current date. Set the ‘Plan Name’ to any value. Select any value in the ‘Plan Type’ field. Set the 'Strengths' field to any value. Set the 'Weaknesses' field to any value. Set the 'Discharge Planning' field to any value. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan]. Click [Add New Problem]. Set the ‘Problem Code’ field to any value. Select “Active” in the ‘Status (Problem List)’ field. Set the ‘Problem’ field to any value. Select any value in the ‘Status’ field. Set the 'SS Treatment Plan Problem Scrolling Free Text 6' field to any value. Select any value in the 'Staff Assigning' field. Select any value in the 'Staff Responsible' field. Click [Add New Goal]. Set the ‘Goal’ field to any value. Select any value in the ‘Status’ field. Set the 'SS Treatment Plan Goal Scrolling Free Text 24' field to any value. Select any value in the 'Staff Assigning' field. Select any value in the 'Staff Responsible' field. Click [Add New Objective]. Set the ‘Objective’ field to any value. Select any value in the ‘Status’ field. Select any value in the 'Staff Assigning' field. Select any value in the 'Staff Responsible' field. Set the 'SS Treatment Plan Obj Scrolling Free Text 9' field to any value. Click [Add New Intervention]. Set the ‘Intervention’ field to any value. Select any value in the ‘Status’ field. Set the 'SS Treatment Plan Int Scrolling Free Text 17' field to any value. Select any value in the 'Staff Assigning' field. Select any value in the 'Staff Responsible' field. Click [Back to Plan Page]. Click [Launch Plan]. Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added. Select the problem. Validate the 'SS Treatment Plan Problem Scrolling Free Text 6' field contains the value previously filed. Validate the 'Staff Assigning' and 'Staff Responsible' fields contains the value previously filed. Select any new values in the 'Staff Assigning' and 'Staff Responsible' fields. Select the goal. Validate the 'SS Treatment Plan Goal Scrolling Free Text 24' field contains the value previously filed. Validate the 'Staff Assigning' and 'Staff Responsible' fields contains the value previously filed. Select any new values in the 'Staff Assigning' and 'Staff Responsible' fields. Select the objective. Validate the 'SS Treatment Plan Obj Scrolling Free Text 9' field contains the value previously filed. Validate the 'Staff Assigning' and 'Staff Responsible' fields contains the value previously filed. Select any new values in the 'Staff Assigning' and 'Staff Responsible' fields. Select the intervention. Validate the 'SS Treatment Plan Int Scrolling Free Text 17' field contains the value previously filed. Validate the 'Staff Assigning' and 'Staff Responsible' fields contains the value previously filed. Select any values in the 'Staff Assigning' and 'Staff Responsible' fields. Click [Back to Plan Page] and close the form. Select “Client A” and access the ‘Treatment Plan’ form. Validate the ‘Load From Backup’ dialog displays with a message stating: "You have an unsubmitted backup of a plan from [the current date] and [the current time]. Would you like to load it instead of creating a new one?" and click [Yes]. Validate the 'Strengths' field contains the value previously filed. Validate the 'Weaknesses' field contains the value previously filed. Validate the 'Discharge Planning' field contains the value previously filed. Click [Launch Plan]. Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added with all updated data. Click [Exit to Home View]. Scenario 6: 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 Select “Client A” and access the ‘Treatment Plan’ form. Set the ‘Plan Date’ field to the current date. Set the ‘Plan Name’ field to any value. Select any value in the ‘Plan Type’ field. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan]. Click [Add New Problem]. Set the ‘Problem Code’ field to any value. Select “Active” in the ‘Status (Problem List)’ field. Set the ‘Problem’ field to any value Select any value in the ‘Status’ field and click [Add New Goal]. Set the 'SS Treatment Plan Problem Scrolling Free Text 24' field to any value. Set the ‘Goal’ field to any value. Select any value in the ‘Status’ field and click [Add New Objective]. Set the ‘Objective’ field to any value. Select any value in the ‘Status’ field and click [Add New Intervention]. Set the ‘Intervention’ field to any value. Select any value in the ‘Status’ field and click [Back to Plan Page]. Click [Submit]. Select “Client A” and access the ‘Treatment Plan’ form. Select the treatment plan previously filed and click [Edit]. Click [Launch Plan]. Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps. Validate problem section the 'SS Treatment Plan Problem Scrolling Free Text 24' field contains the value previously filed. Click [Back to Plan Page]. Close the form. Scenario 7: Treatment Plan Copy - Form Validations Specific Setup: A client must be enrolled in the current episode (Client A). A copy of the Treatment Plan form exists (Treatment Plan Copy). The "SS Treatment Plan Int Service Code 1" field must be enabled for the 'Treatment Plan Copy' form through the 'Site Specific Section Modeling' form (Service Code). "Treatment Plan Copy" must have document routing enabled. The following fields must be added to the 'Treatment Plan' form via 'Site Specific Section Modeling': 'SS Treatment Plan Problem Scrolling Free Text 6' 'SS Treatment Plan Goal Scrolling Free Text 24' 'SS Treatment Plan Obj Scrolling Free Text 9' 'SS Treatment Plan Int Scrolling Free Text 17'. Steps Select "Client A" and access the 'Treatment Plan Copy' form. Select the desired value in the 'Plan Type' field. Select "Draft" in the 'Treatment Plan Status' field. Validate the 'Problems' label displays above the 'Problems' grid. Validate the 'Plan Participants' label displays above the 'Plan Participants' grid. Populate any desired fields. Click [Submit]. Select "Client A" and access the 'Treatment Plan Copy' form. Verify the plan filed in the previous steps. Click [Launch Plan] and [Add New Problem]. Populate required and desired fields. Click [Add New Intervention]. Populate required fields. Enter any value in the 'Service Code' field. Validate results display and select any value. Click [Return to Plan] and [OK]. Click [Final - Treatment Plan Status] and [Submit]. Validate the 'Document Routing' screen is displayed and contains all populated treatment plan data in the new TIFF format. Click [Accept]. Enter the password associated with the logged in user. Click [Verify]. Treatment Plan - 'Staff Responsible' and 'Staff Assigning' fields 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 with values entered in the 'Strengths', 'Weaknesses', and 'Discharge Planning' fields (Plan A). The following fields must be added to the 'Treatment Plan' form via 'Site Specific Section Modeling': 'SS Treatment Plan Problem Scrolling Free Text 6' 'SS Treatment Plan Goal Scrolling Free Text 24' 'SS Treatment Plan Obj Scrolling Free Text 9' 'SS Treatment Plan Int Scrolling Free Text 17' Steps Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Verify the 'Do you want to default plan information form a previously entered plan?' dialog is displayed. Click [Yes]. Select "Plan A" in the 'Default From Previous' field. Click [OK]. Enter the desired date in the 'Please Enter Plan Date' field. Click [OK]. Verify the 'Are you sure you want to default information from this plan?' dialog is displayed. Click [Yes]. Enter the current date in the 'Plan Date' field. Select any value in the 'Plan Type' field. Select 'Draft' in the 'Treatment Plan Status' field. Validate the 'Strengths' field contains the information defaulted in from "Plan A". Validate the 'Weaknesses' field contains the information defaulted in from "Plan A". Validate the 'Discharge Planning' field contains the information defaulted in from "Plan A". Click [Launch Plan]. Add a new problem, goal, objective, and intervention. Set the 'SS Treatment Plan Scrolling Free Text' fields to any value for each problem, goal, objective, and intervention. Select any value in the 'Staff Responsible' field for each problem, goal, objective, and intervention. Select any value in the 'Staff Assigning' field for each problem, goal, objective, and intervention. Click [Back to Plan Page]. Validate the 'Strengths' field contains the information defaulted in from "Plan A". Validate the 'Weaknesses' field contains the information defaulted in from "Plan A". Validate the 'Discharge Planning' field contains the information defaulted in from "Plan A". Click [Launch Plan]. Validate the new problem, goal, objective, and intervention are displayed. Validate the 'SS Treatment Plan Scrolling Free Text ' fields contain the value entered in the previous steps. Validate the 'Staff Responsible' fields contains the value entered in the previous steps. Validate the 'Staff Assigning' fields contains the value entered in the previous steps. Click [Back to Plan Page]. Select "Final" in the 'Treatment Plan Status' field. Click [Submit]. Scenario 2: Treatment Plan - Default From Previous Plan when Document Routing is enabled and the 'Enable Automatic Backup' registry setting is enabled Specific Setup: Document Routing is enabled on the 'Treatment Plan' form. The 'Enable Automatic Backup' registry setting is set to "Y". A client is enrolled in an existing episode (Client A). The 'Treatment Plan Default Setup' form must be configured for the 'Treatment Plan' form to default all sections and problem, goal, objective, and intervention data. The 'Default From Previous Plan' registry setting must be set to "Y". The following fields must be added to the 'Treatment Plan' form via 'Site Specific Section Modeling': 'SS Treatment Plan Problem Scrolling Free Text 6' 'SS Treatment Plan Goal Scrolling Free Text 24' 'SS Treatment Plan Obj Scrolling Free Text 9' 'SS Treatment Plan Int Scrolling Free Text 17' Steps Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Enter the current date in the 'Plan Date' field. Select any value in the 'Plan Type' field. Select the desired problem to include in the plan from the 'Problems' grid. Enter any value in the 'Strengths' field. Enter any value in the 'Weakness' field. Enter any value in the 'Discharge Planning' field. Select "Draft" in the 'Treatment Plan Status' field. Click [Launch Plan]. Select the problem from the 'Tree View'. Enter any value in the 'Problem Code' field. Select “Active” in the ‘Status (Problem List)’ field. Enter any value in the 'Problem' field. Select any value in the ‘Status’ field. Enter any value in the 'SS Treatment Plan Problem Scrolling Free Text 6' field. Select any value in the 'Staff Assigning' and 'Staff Responsible' fields. Select any value from the 'Status' field. Click [Add New Goal]. Enter any value in the 'Goal' field. Select any value from the 'Status' field. Select any value in the 'Staff Assigning' and 'Staff Responsible' fields. Enter any value in the 'SS Treatment Plan Goal Scrolling Free Text 24' field. Click [Add New Objective]. Enter any value in the 'Objective' field. Select any value from the 'Status' field. Select any value in the 'Staff Assigning' and 'Staff Responsible' fields. Enter any value in the 'SS Treatment Plan Obj Scrolling Free Text 9' field. Click [Add New Intervention]. Enter any value in the 'Intervention' field. Select any value in the 'Status' field. Select any value in the 'Staff Assigning' and 'Staff Responsible' fields. Enter any value in the 'SS Treatment Plan Int Scrolling Free Text 17' field. Click [Back To Plan Page]. Click [Launch Plan]. Select the problem. Validate 'SS Treatment Plan Problem Scrolling Free Text 6' field contains the value previously filed. Validate the 'Staff Assigning' and 'Staff Responsible' fields contain the value previously filed. Select the goal. Validate 'SS Treatment Plan Goal Scrolling Free Text 24' field contains the value previously filed. Validate the 'Staff Assigning' and 'Staff Responsible' fields contain the value previously filed. Select the objective. Validate 'SS Treatment Plan Obj Scrolling Free Text 9' field contains the value previously filed. Validate the 'Staff Assigning' and 'Staff Responsible' fields contain the value previously filed. Select the intervention. Validate 'SS Treatment Plan Int Scrolling Free Text 17' field contains the value previously filed. Validate the 'Staff Assigning' and 'Staff Responsible' fields contain the value previously filed. Click [Back to Plan Page] and [Submit]. Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Validate a message is displayed stating: Do you want to default plan information from a previously entered plan?. Click [Yes]. Select the previously filed treatment plan and click [OK]. Validate a message is displayed stating: Are you sure you want to default information from this plan? Click [Yes]. Validate the 'Treatment Plan' form is displayed and the defaulted information is displayed as expected. Click [Launch Plan]. Select the problem. Validate the 'SS Treatment Plan Problem Scrolling Free Text 6' field contains the value previously filed. Validate the 'Staff Assigning' and 'Staff Responsible' field contains the value previously filed. Select any new value in the 'Staff Assigning' and 'Staff Responsible' fields. Select the goal. Validate the 'SS Treatment Plan Goal Scrolling Free Text 24' field contains the value previously filed. Validate the 'Staff Assigning' and 'Staff Responsible' field contains the value previously filed. Select any new value in the 'Staff Assigning' and 'Staff Responsible' fields. Select the objective. Validate the 'SS Treatment Plan obj Scrolling Free Text 9' field contains the value previously filed. Validate the 'Staff Assigning' and 'Staff Responsible' field contains the value previously filed. Select any new value in the 'Staff Assigning' and 'Staff Responsible' fields. Select the intervention. Validate the 'SS Treatment Plan Int Scrolling Free Text 17' field contains the value previously filed. Validate the 'Staff Assigning' and 'Staff Responsible' field contains the value previously filed. Select any new value in the 'Staff Assigning' and 'Staff Responsible' fields. Click [Back to Plan Page]. Select the desired value in the 'Plan Type' field. Select "Final" in the 'Treatment Plan Status' field and click [Submit]. Validate all of the previously filed treatment plan data that was defaulted into this plan displays in the document routing TIFF image. Click [Accept]. Enter the password for the logged in user and press the 'Enter' key. Validate the 'Treatment Plan' files successfully. Scenario 3: Treatment Plan - Load Treatment Plan data from Automatic Backup when Document Routing is enabled Specific Setup: Document Routing is enabled on the 'Treatment Plan' form. The 'Enable Automatic Backup' registry setting is set to "Y". A client is enrolled in an existing episode(Client A). Steps Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Enter the current date in the 'Plan Date' field. Select any value in the 'Plan Type' field. Select the desired problem to include in the plan from the 'Problems' grid. Click [New Row]. Select any value from the 'Role' field in the 'Participation' section. Select the desired staff member in the 'Staff ID' field. Validate that the selected staff member's name displays in the 'Participant Name' field. Select any value from the 'Plan Author' field. Select any value from the 'Notification' field. Add multiple staff members as needed. Enter any value in the 'Strengths' field. Enter any value in the 'Weakness' field. Enter any value in the 'Discharge Planning' field. Select "Draft" in the 'Treatment Plan Status' field. Click [Launch Plan]. Select the problem from the 'Tree View'. Select any value from the 'Status' field. Click [Add New Goal]. Enter any value in the 'Goal' field. Select any value from the 'Status' field. Click [Add New Objective]. Enter any value in the 'Objective' field. Select any value from the 'Status' field. Click [Add New Intervention]. Enter any value in the 'Intervention' field. Select any value in the 'Status' field. Click [Back To Plan Page] and [Discard]. Validate a message is displayed stating: "Are you sure you want to Close without saving?" Click [Yes]. Select "Client A" and access the 'Treatment Plan' form. Validate the ‘Load From Backup’ dialog displays with a message stating: "You have an unsubmitted backup of a plan from [the current date] and [the current time]. Would you like to load it instead of creating a new one?" Click [Yes]. Validate the 'Plan Date' field is displays as expected. Validate the 'Plan Type' field is displays as expected. Change "Draft" to "Final" in the 'Treatment Plan Status' field. Click [Submit]. Validate all of the previously filed treatment plan data that was defaulted into this plan displays in the document routing TIFF image. Click [Accept]. Enter the password for the logged-in user and press the 'Enter' key. Validate the 'Treatment Plan' files successfully. Scenario 4: Treatment Plan - File a Treatment Plan with Document Routing Specific Setup: Client must be admitted into an active episode with problems recorded in 'Problem List' form (Client A). The "SS Treatment Plan Int Service Code 1" field must be enabled for the 'Treatment Plan' form through the 'Site Specific Section Modeling' form (Service Code). The 'Treatment Plan' form must have document routing enabled. Must have the 'My To Do's' widget configured on a view. Steps Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Enter "T" in the 'Plan Date' field. Validate the current date is displayed in the 'Plan Date' field. Click [Plan Date T]. Validate the current date is displayed in the 'Plan Date' field. Select any value in the 'Plan Type' field. Select any value from 'Problem List'. Click [New Row]. Select any value from the 'Role' field in the 'Participation' section. Select 'Staff ID' and enter "Staff Member A". Validate that the selected staff member's name displays in the 'Participant Name' field. Select any value from the 'Plan Author' field. Select any value from the 'Notification' field. Add multiple staff members as needed. Enter any value in the 'Strengths' field. Enter any value in the 'Weakness' field. Enter any value in the 'Discharge Planning' field. Select "Draft" in the 'Draft/Final' field. Click [Launch Plan]. Select the problem from the 'Tree View'. Select any value from the 'Status' field. Click [Add New Goal]. Enter any value in the 'Goal' field. Select any value from the 'Status' field. Click [Add New Objective]. Enter any value in the 'Objective' field. Select any value from the 'Status' field. Click [Add New Intervention]. Enter any value in the 'Intervention' field. Select any value in the 'Status' field. Enter any value in the 'Service Code' field. Validate results display and select the desired value. Click [Return to Plan]. Select "Final" in the 'Draft/Final' field. Click [Submit]. Validate the treatment plan data displays as expected in the 'Document Routing' screen. Click [Sign and Route]. Enter the password and press the 'Enter' key. Select the staff member associated with the logged in user in the 'Route Document To' field and click [Add] Click [Submit] Access the 'My To Do's' widget. Click [My To Do's]. Validate the record for "Client A" and click [Review]. Validate the treatment plan data displays as expected in the 'Document Preview'. Click [Accept] and [Sign]. Enter the password and click [Verify]. Validate the record is no longer present. Close the 'To Do's'. Scenario 5: Treatment Plan - Add a Problem, Goal, Objective, and Intervention with the 'Enable Automatic Backup' registry setting set to "Y" Specific Setup: The 'Avatar CWS->Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y". A client must be enrolled in an existing episode (Client A). The following fields must be added to the 'Treatment Plan' form via 'Site Specific Section Modeling': 'SS Treatment Plan Problem Scrolling Free Text 6' 'SS Treatment Plan Goal Scrolling Free Text 24' 'SS Treatment Plan Obj Scrolling Free Text 9' 'SS Treatment Plan Int Scrolling Free Text 17'. Steps Select “Client A” and access the ‘Treatment Plan’ form. Set the ‘Plan Date’ field to the current date. Set the ‘Plan Name’ to any value. Select any value in the ‘Plan Type’ field. Set the 'Strengths' field to any value. Set the 'Weaknesses' field to any value. Set the 'Discharge Planning' field to any value. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan]. Click [Add New Problem]. Set the ‘Problem Code’ field to any value. Select “Active” in the ‘Status (Problem List)’ field. Set the ‘Problem’ field to any value. Select any value in the ‘Status’ field. Set the 'SS Treatment Plan Problem Scrolling Free Text 6' field to any value. Select any value in the 'Staff Assigning' field. Select any value in the 'Staff Responsible' field. Click [Add New Goal]. Set the ‘Goal’ field to any value. Select any value in the ‘Status’ field. Set the 'SS Treatment Plan Goal Scrolling Free Text 24' field to any value. Select any value in the 'Staff Assigning' field. Select any value in the 'Staff Responsible' field. Click [Add New Objective]. Set the ‘Objective’ field to any value. Select any value in the ‘Status’ field. Select any value in the 'Staff Assigning' field. Select any value in the 'Staff Responsible' field. Set the 'SS Treatment Plan Obj Scrolling Free Text 9' field to any value. Click [Add New Intervention]. Set the ‘Intervention’ field to any value. Select any value in the ‘Status’ field. Set the 'SS Treatment Plan Int Scrolling Free Text 17' field to any value. Select any value in the 'Staff Assigning' field. Select any value in the 'Staff Responsible' field. Click [Back to Plan Page]. Click [Launch Plan]. Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added. Select the problem. Validate the 'SS Treatment Plan Problem Scrolling Free Text 6' field contains the value previously filed. Validate the 'Staff Assigning' and 'Staff Responsible' fields contains the value previously filed. Select any new values in the 'Staff Assigning' and 'Staff Responsible' fields. Select the goal. Validate the 'SS Treatment Plan Goal Scrolling Free Text 24' field contains the value previously filed. Validate the 'Staff Assigning' and 'Staff Responsible' fields contains the value previously filed. Select any new values in the 'Staff Assigning' and 'Staff Responsible' fields. Select the objective. Validate the 'SS Treatment Plan Obj Scrolling Free Text 9' field contains the value previously filed. Validate the 'Staff Assigning' and 'Staff Responsible' fields contains the value previously filed. Select any new values in the 'Staff Assigning' and 'Staff Responsible' fields. Select the intervention. Validate the 'SS Treatment Plan Int Scrolling Free Text 17' field contains the value previously filed. Validate the 'Staff Assigning' and 'Staff Responsible' fields contains the value previously filed. Select any values in the 'Staff Assigning' and 'Staff Responsible' fields. Click [Back to Plan Page] and close the form. Select “Client A” and access the ‘Treatment Plan’ form. Validate the ‘Load From Backup’ dialog displays with a message stating: "You have an unsubmitted backup of a plan from [the current date] and [the current time]. Would you like to load it instead of creating a new one?" and click [Yes]. Validate the 'Strengths' field contains the value previously filed. Validate the 'Weaknesses' field contains the value previously filed. Validate the 'Discharge Planning' field contains the value previously filed. Click [Launch Plan]. Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added with all updated data. Click [Exit to Home View]. Scenario 6: 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 Select “Client A” and access the ‘Treatment Plan’ form. Set the ‘Plan Date’ field to the current date. Set the ‘Plan Name’ field to any value. Select any value in the ‘Plan Type’ field. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan]. Click [Add New Problem]. Set the ‘Problem Code’ field to any value. Select “Active” in the ‘Status (Problem List)’ field. Set the ‘Problem’ field to any value Select any value in the ‘Status’ field and click [Add New Goal]. Set the 'SS Treatment Plan Problem Scrolling Free Text 24' field to any value. Set the ‘Goal’ field to any value. Select any value in the ‘Status’ field and click [Add New Objective]. Set the ‘Objective’ field to any value. Select any value in the ‘Status’ field and click [Add New Intervention]. Set the ‘Intervention’ field to any value. Select any value in the ‘Status’ field and click [Back to Plan Page]. Click [Submit]. Select “Client A” and access the ‘Treatment Plan’ form. Select the treatment plan previously filed and click [Edit]. Click [Launch Plan]. Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps. Validate problem section the 'SS Treatment Plan Problem Scrolling Free Text 24' field contains the value previously filed. Click [Back to Plan Page]. Close the form. Scenario 7: Treatment Plan Copy - Form Validations Specific Setup: A client must be enrolled in the current episode (Client A). A copy of the Treatment Plan form exists (Treatment Plan Copy). The "SS Treatment Plan Int Service Code 1" field must be enabled for the 'Treatment Plan Copy' form through the 'Site Specific Section Modeling' form (Service Code). "Treatment Plan Copy" must have document routing enabled. The following fields must be added to the 'Treatment Plan' form via 'Site Specific Section Modeling': 'SS Treatment Plan Problem Scrolling Free Text 6' 'SS Treatment Plan Goal Scrolling Free Text 24' 'SS Treatment Plan Obj Scrolling Free Text 9' 'SS Treatment Plan Int Scrolling Free Text 17'. Steps Select "Client A" and access the 'Treatment Plan Copy' form. Select the desired value in the 'Plan Type' field. Select "Draft" in the 'Treatment Plan Status' field. Validate the 'Problems' label displays above the 'Problems' grid. Validate the 'Plan Participants' label displays above the 'Plan Participants' grid. Populate any desired fields. Click [Submit]. Select "Client A" and access the 'Treatment Plan Copy' form. Verify the plan filed in the previous steps. Click [Launch Plan] and [Add New Problem]. Populate required and desired fields. Click [Add New Intervention]. Populate required fields. Enter any value in the 'Service Code' field. Validate results display and select any value. Click [Return to Plan] and [OK]. Click [Final - Treatment Plan Status] and [Submit]. Validate the 'Document Routing' screen is displayed and contains all populated treatment plan data in the new TIFF format. Click [Accept]. Enter the password associated with the logged in user. Click [Verify].	Topics • Treatment Plan • Registry Settings • Document Routing
Update 79 Summary \| Details Avatar NX - Quick Actions Scenario 1: Vitals Entry - add vitals Specific Setup: A client must be enrolled in an existing episode (Client A). Steps Access the 'Vitals Entry' form for "Client A". Select "Add" in the 'Add/Edit/Delete Vital Sign' field. Validate the dictionary values display in the following order: "Add", "Edit", Delete". Populate all required and desired vitals. Select the desired value in the 'Position' field. Validate the dictionary values display in the following order: "Sitting", "Lying", "Standing". Submit the form. Scenario 2: Validate the 'Quick Vitals' quick action Specific Setup: A client must be enrolled in an existing episode (Client A) 'Quick Vitals' Quick Action must be assigned to the user in the 'NX View Definition' form. This is for Avatar NX systems only. Steps Select "Client A" and access the 'Client Dashboard'. Navigate to the 'Quick Vitals' quick action. Click [Quick Vitals - Add]. Validate "Diastolic" is spelled correctly. Enter the desired value in the 'Systolic' field. Validate the 'Diastolic' and 'Position' fields are required. Populate the desired fields and click [Save]. Click [Quick Vitals - Add]. Populate the desired fields and click [Save]. Click [Quick Vitals - Add]. Populate the desired fields and click [Save]. Click [Close]. Access the 'Vitals Entry' form. Select the 'Vitals Report' field. Click [Start Date Y]. Click [Start Date T]. Enter any value in the 'Start Time' field. Enter any value in the 'End Time' field. Select "All" in the 'Vital Sign(s) for Report' field. Click [View Report]. Validate the report contains the entries filed in the previous steps. Click [Close Report]. Close the form. Scenario 3: 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 Select "Client A" and access the 'Vitals Entry' form. Select "Add" from the 'Add/Edit/Delete Vital Sign' field. Enter the desired date in the 'Date' field. Enter the desired time in the 'Time' field. Select "No" from the 'Refused Vitals' field. Populate all remaining vital sign fields. Click [Submit] and [No]. Select "Client A" and navigate to the 'Recent Vitals' widget. Validate the vitals entered in the previous steps are displayed. Scenario 4: Validate accessing various 'Quick Actions' from the 'Client Dashboard' Specific Setup: A client must be admitted to an active episode (Client A). 'Update Client Data', 'Smoking Assessment', 'Problem List', 'Emergency Contact', 'Blood Pressure', and 'Alerts' Quick Actions must be assigned to the user's 'Client Dashboard' in the 'NX View Definition' form. This is for Avatar NX systems only. Steps Select "Client A" and launch the 'Client Dashboard'. Validate there is no grey box behind the client's name. Navigate to the 'Quick Actions' widget. Click [Update Client Data - Add]. Validate only one dialog is displayed and it is not resizable. Click outside of the 'Update Client Data' dialog. Validate the dialog is fixed and centered in the screen. Enter "LASTNAME, FIRSTNAME" in the 'Name' field and press the "Tab" key. Validate the space is automatically removed after the comma. Click the 'State' field and validate the states are listed alphabetically. Populate the required and desired fields. Click [Save]. Click [Emergency Contact - Add]. Validate only one dialog is displayed and it is not resizable. Click outside of the 'Emergency Contact' dialog. Validate the dialog is fixed and centered in the screen. Enter "LASTNAME, FIRSTNAME" in the 'Emergency Contact Name' field and press the "Tab" key. Validate the space is automatically removed after the comma. Fill out any required any desired fields. Click [Save]. Click [Smoking Assessment - Add]. Validate only one dialog is displayed and it is not resizable. Click outside of the 'Smoking Assessment' dialog. Validate the dialog is fixed and centered in the screen. Populate the required fields. Click [Save]. Click [Problems List - Add]. Validate only one dialog is displayed and it is not resizable. Click outside of the 'Problems List' dialog. Validate the dialog is fixed and centered in the screen. Enter "Anxiety" in the 'Problem' field. Enter any value in the 'Status' field. Click [Save]. Click [Blood Pressure - Add]. Validate only one dialog is displayed and it is not resizable. Click outside of the 'Blood Pressure' dialog. Validate the dialog is fixed and centered in the screen. Validate "Diastolic" is spelled correctly. Enter the desired values in the 'Blood Pressure' fields. Click [Save]. Click [Alerts - Add]. Validate only one dialog is displayed and it is not resizable. Click outside of the 'Alerts' dialog. Validate the dialog is fixed and centered in the screen. Select "Warning (Custom)" in the 'Type of Alert' field. Select "All Episodes" in the 'Episode(s)' field. Enter any value with a special character in the 'Custom Message' field. Validate an error message and click [OK]. Enter any value in the 'Custom Message' field. Select "No" in the 'Disabled' field. Select "Active for Date Range" in the 'Active or Active for Date Range' field. Validate the 'Start Date' and 'End Date' field populate with the current date. Click [End Date Y]. Validate an 'Error' dialog stating: "Please choose an end date on or after the start date." and click [OK]. Validate the 'End Date' field contains the current date. Enter any future value in the 'End Date' field. Select any form in the 'Applicable Forms' field (Form A). Validate the 'Applicable Forms' are listed alphabetically. Click [Save]. Close the 'Client Dashboard'. Access 'Form A'. Validate the 'Client Alert' message is displayed and contains the message entered in the previous steps. Click [OK]. Close the form.	Topics • Vitals Entry • NX • Widgets
Update 80 Summary \| Details Avatar CWS is enhanced to support future functionality Scenario 1: 'PutVitalSignSet' SDK action - Validate the 'SYSTEM.cw_vital_signs' SQL table Steps Internal Testing only Scenario 2: 'PutVitalSignSet' SDK action - Validate the 'SYSTEM.cw_vital_signs' SQL table Steps Internal Testing only	Topics • Vital Signs
Update 81 Summary \| Details Avatar NX - '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 Open the Progress Notes form selected for testing Generate a progress note for a new service, be sure not to populate the "Start Time" and "End Times". Set the "Note Field" text to "Note 1". Set the "Draft/Final" to "Draft". Submit the form. Open the Progress Notes form selected for testing Generate a progress note for a new service, be sure not to populate the "Start Time" and "End Times". Set the "Note Field" text to "Note 2". Set the "Draft/Final" to "Draft". Submit the form. Open the Progress Notes form selected for testing. Generate a progress note for a new service, be sure not to populate the "Start Time" and "End Time". Set the "Note Field" text to "Note 3". Set the "Date of Service" to the same date as "Note 2". Set the "Draft/Final" to "Draft". Submit the form. Open the Progress Notes form selected for testing. Edit the 3rd note entered. Navigate to the "Progress Notes Widget". Validate the progress notes entered for this test appear in the following sorted order: "Note 1", "Note 3", "Note 2". "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 - Validate the 'Recent Vitals' on demand widget template Specific Setup: The 'Enable Templates On Demand for SQL Widgets' registry setting must be set to "Y". The 'Recent Vitals' and 'Progress Notes' widgets must be on the HomeView for the user in 'View Definition'. A client must be enrolled in an existing episode (Client A). "Client A" must have at least two existing progress notes filed within the last 30 days. Steps Select "Client A" and access the 'Vitals Entry' form. Select "Add" from the 'Add/Edit/Delete Vital Sign' field. Enter the desired date in the 'Date' field. Enter the desired time in the 'Time' field. Select "No" from the 'Refused Vitals' field. Populate all remaining vital sign fields. Click [Submit] and [No]. Access the 'Progress Notes (Group and Individual)' form. Select any value from the 'Select Episode' field. Select any value from the 'Progress Note For' field. Select any value from the 'Note Type' field. Click [Template Icon]. Click [Widget Templates]. Click [Client] and [Recent Vitals]. Validate the 'Notes Field' contains the vitals entered in the previous steps. Complete the required fields. Select "Draft" from the 'Draft/Final' field. Click [Submit Note]. Close the form. Select "Client A" and navigate to the 'Progress Notes' widget. Validate the note displays with the vitals entered in the previous steps. Validate every other note is shaded.	Topics • Progress Notes • Widgets • Vitals Entry
Update 82 Summary \| Details Progress Notes - Web Service Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: SoapUI - ProgressNotes.Client.Request - EditProgressNotes Scenario 1: Progress Notes (Group and Individual) - File a new service note with document routing enabled Specific Setup: Document Routing must be enabled on the 'Progress Notes (Group and Individual)' form. A client must be enrolled in an active episode (Client A). Google Chrome Browser settings are set to enable Autofill for passwords and the logged in user's password has been saved. Steps Select "Client A" from the 'My Clients' list and access the 'Progress Notes (Group and Individual)' form. Select any value from the 'Select Episode' field. Select "New Service" from the 'Progress Notes For' field. Select any value from the 'Note Type' field. Set the 'Notes Field' to any value. Set the 'Date Of Service' field to the current date. Set the 'Service Charge Code' field to any value. Select "Final" from the 'Draft/Final' field/ Click [Submit Note]. Validate that the 'Document Routing' dialog is displayed with the progress note data. Click [Accept]. Validate the 'Password' field autofill's with the user's password that is saved in Google Chrome. Click [OK]. Validate a 'Progress Notes message' is displayed stating: "Note Filed". Click [OK]. Click [Discard]. Access the 'Client Ledger' form. Set the 'Client ID' field to "Client A". Select "All Episodes" from the 'Claim/Episode/All Episodes' field. Select "Simple" from the 'Ledger Type' field. Select "Yes" from the 'Include Zero Charges' field. Click [Process]. Validate the Client Ledger Report page contains the service created in the previous steps. Click [Dismiss]. Scenario 2: File a new progress note using the 'WEBSVC.ProgressNotes.Client.Request' web service Specific Setup: A client must be enrolled in an existing episode (Client A). Must have the 'Progress Notes' widget accessible from the HomeView. Steps Access SOAPUI for the 'ProgressNotes.Client.Request' - 'AddProgressNotes' web service. Enter the system code that will be used to log on in the 'SystemCode' field. Enter the username that will be used to log on in the 'UserName' field. Enter the password for the user logging on in the 'Password' field. Enter the desired practitioner ID in the 'Practitioner' field. Enter the desired in the 'NotesField' field. Enter the desired value in the 'NoteType' field. Enter the desired value in the 'Location' field. Enter "F" in the 'DraftFinal' field. Enter "N" in the 'ProgressNoteFor' field. Enter the desired value in the 'ServiceChargeCode' field. Enter the desired value in the 'ServiceProgram' field. Enter the desired date in the 'DateOfService' field. Enter "Client A's" PATID in the 'ClientID' field. Enter the desired episode in the 'EpisodeNumber' field. Enter "CWSPN22000" in the 'Option' field. Click [Run]. Validate the 'Confirmation' field contains a Unique ID (ex. Unique ID: NOT65244.001). Validate the 'Message' field contains: Progress Notes web service has been filed successfully. Select "Client A" and navigate to the 'Progress Notes' widget. Validate the 'Progress Notes' widget contains the progress note filed via web service in the previous steps. Validate all previously filed data is displayed. Access Crystal Reports or other SQL Reporting tool. Select the CWS namespace. Create a report using the 'SYSTEM.cw_patient_notes' table. Validate a row is present for the note filed for "Client A" in the previous steps. Validate all filed data is displayed. Close the report. Scenario 3: Bells Notes Integration - Validate document routing for progress notes when a supervisor is not required Specific Setup: myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate. The 'Progress Notes (Group and Individual)' form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate. The 'Progress Notes (Group and Individual)' form must have document routing enabled. A user is defined with the following (User A): Access to Bells Notes Associated practitioner Does not require a supervisor's approval for document routing Access to the 'My To Do's' widget on the HomeView. A client is enrolled in an existing episode (Client A). The 'Warning Message for "Draft" Forms' registry setting is enabled with a value. Steps Access the 'Scheduling Calendar' form. Right click in the 'Appointment Grid' and click [Add Appointment]. Enter the desired service code in the 'Service Code' field. Enter "Client A" in the 'Client' field. Select the desired value in the 'Episode Number' field. Validate the 'Practitioner' field is populated with "Practitioner A" Fill out all required fields. Click [Submit]. Validate successful submission. Validate the scheduled appointment is added to the 'Scheduling Calendar' form. Log into Bells Notes with existing login credentials. Click the "Agenda" section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes. Validate [Start Note] is displayed for the scheduled appointment on the right side of the Bells Notes. Click [Start Note] and verify the existence of the "Session Information" window. Fill out all required fields and select the desired note type. Validate user is able to start a note successfully. Verify the existence of "Client A" in the client header when note is started. Fill out all required fields. Click [Sign Note]. Validate the Sign Note' dialog is displayed. Enter the pin for "User A" in the 'Pin' field and click [Sign]. Validate a message is displayed stating: Note Signed Successfully. Log into myAvatar as [UserA]. Navigate to the "My To Do's" widget. Locate the To Do just routed and click [Approve Document]. Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Practitioner A" as Author. Click [Accept]. Enter the password for "User A" in the 'Verify Password' dialog and click [OK]. Validate the To-Do is no longer displayed. Scenario 4: Verify MedNote progress note sign off with Document Routing and validate the My To Do's widget Specific Setup: Have two users: [UserA] and [UserB] Both users have the "My To Do's" widget on their home view Document Routing is enabled in the 'Document Routing Setup' form for [UserA] [UserA] has an existing client with an existing progress note with all the required fields filled out [ClientA] [UserB] with existing practitioner enrolled in Medical Note "PractitionerB" Steps Log into Avatar as [UserA]. Select [ClientA] and select the Medical Note widget. Click [Select Note]. Select [Edit] from the "Client's E&M Appointment" row. Verify the existence of the “Facesheet” tab. Complete all required fields on "Document" and "Finalize" tabs. Click the "Finalize" tab and complete all the required fields. Click [Generate Note]. Select "Complete" in the 'Completion Status' field. Click [Signed Off]. Verify Sign Off process completes. Verify the existence of the 'Document Routing' form. At the "Confirm Document" screen, click [Accept and Route]. Enter the password for [UserA] in the 'Verify Password' field. Click [OK]. At the "Route Document To" screen, search for [UserB] in the "Add Approver" field. Click [Add]. Validate [UserB] is added as an "Approver" and the "Approver" check box is selected. Click [Submit]. Log in as [UserB]. Navigate to the "My To Do's" widget. Locate the To Do just routed and click [Approve Document]. Verify the approver's name is displayed at the bottom of the progress note: "Electronically Signed by [PractitionerB]". Click [Accept] Validate the To Do is removed from the list. Scenario 5: Bells Notes Integration - Validate document routing for progress notes when a supervisor is required Specific Setup: myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate. A user is defined [UserA] with the following: Access to Bells Notes Associated practitioner (Practitioner A) Requires a supervisor's approval for document routing (Practitioner B) Access to the 'My To Do's' widget on the HomeView Must be logged in as this user A user is defined [UserB] with the following: Associated practitioner (Practitioner B) Does not require a supervisor's approval for document routing Access to the 'My To Do's' widget on the HomeView The 'Progress Notes (Group and Individual)' form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate. The 'Progress Notes (Group and Individual)' form must have document routing enabled. The 'Warning Message for "Draft" Forms' registry setting is enabled with a value. Steps Access the 'Scheduling Calendar' form. Right click in the 'Appointment Grid' and click [Add Appointment]. Enter the desired service code in the 'Service Code' field. Enter "Client A" in the 'Client' field. Select the desired value in the 'Episode Number' field. Validate the 'Practitioner' field is populated with "Practitioner A" Fill out all required fields. Click [Submit]. Validate successful submission. Validate the scheduled appointment is added to the 'Scheduling Calendar' form. Log into Bells Notes with existing login credentials. Click the "Agenda" section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes. Validate [Start Note] is displayed for the scheduled appointment on the right side of the Bells Notes. Click [Start Note] and verify the existence of the "Session Information" window. Fill out all required fields and select the desired note type. Validate user is able to start a note successfully. Verify the existence of "Client A" in the client header when note is started. Fill out all required fields. Click [Sign Note]. Validate the Sign Note' dialog is displayed. Enter the pin for "User A" in the 'Pin' field and click [Sign]. Validate a message is displayed stating: Note Signed Successfully. Log into myAvatar as [UserB]. Navigate to the "My To Do's" widget. Locate the To Do just routed and click [Approve Document]. Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Practitioner A" as Author and "Practitioner B" as Supervisor. Click [Accept]. Enter the password for [UserB] in the 'Verify Password' dialog and click [OK]. Validate the To-Do is no longer displayed. Scenario 6: Bell Notes Integration - Validate progress notes when Document Routing is disabled Specific Setup: myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate. A user is defined [UserA] with the following: Access to Bells Notes with an existing client admitted (Client A) Associated practitioner Must be logged in as this user "Progress Notes" widget configured into myAvatar The 'Progress Notes (Group and Individual)' form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate. Document routing is disabled for the 'Progress Notes (Group and Individual)' form. The 'Warning Message for "Draft" Forms' registry setting is enabled with a value. Steps Access the 'Scheduling Calendar' form. Right click in the 'Appointment Grid' and click [Add Appointment]. Enter the desired service code in the 'Service Code' field. Enter "Client A" in the 'Client' field. Select the desired value in the 'Episode Number' field. Fill out all required fields. Click [Submit]. Validate successful submission. Validate the scheduled appointment is added to the 'Scheduling Calendar' form. Log into Bells Notes with existing login credentials. Click the "Agenda" section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes. Validate [Start Note] is displayed for the scheduled appointment on the right side of the Bells Notes. Click [Start Note] and verify the existence of the "Session Information" window. Fill out all required fields and select the desired note type. Validate user is able to start a note successfully. Verify the existence of "Client A" in the client header when note is started. Fill out all required fields. Click [Sign Note]. Validate the Sign Note' dialog is displayed. Enter the pin for "User A" in the 'Pin' field and click [Sign]. Validate a message is displayed stating: Note Signed Successfully. Log into myAvatar as [UserA]. Select "Client A" and select "Progress Notes" widget. Verify the Progress Note status is final on the signed off appointment with document routing disabled.	Topics • Progress Notes • Web Services
Update 83 Summary \| Details 'Vitals Entry' form - Vitals Reports Scenario 1: Vitals Entry Report - Report displays refused vitals information Specific Setup: Registry setting Avatar CWS->CWS Utilities->Set System Defaults->Vitals Entry->->Enable Multiple Blood Pressure Entry is set to "Y" Multiple vitals are filed for a client using 'Vitals Entry'. One or more records include 'Refused Vitals' set to "Yes". Steps Access the 'Vitals Entry' form for the test client. Click [Vitals Reports] section. Select "All" in the 'Vital Sign(s) for Report' field. Set the 'Start Date' field to a date which will include refused vitals records. Set the 'Start Time' to the current time. Set the 'End Date' field to the end of the date range to include records in the report. Set the 'End Time' to the current time. Select "Yes" in the 'Display Refused Vitals' field. Click [View Report]. Verify the "Refused Vitals" data displays successfully for the dates included. Scenario 2: Vitals Entry Report - 'Display Refused Vitals' set to "No" Specific Setup: A client has refused and not refused vitals on file in 'Vitals Entry' (Client A). Steps Select "Client A" and access the 'Vitals Entry' form. Select the "Vitals Reports" section. Select "All" in the 'Vital Sign(s) for Report' field. Enter a date that will include refused and not refused vitals in the 'Start Date' field. Enter the current time in the 'Start Time' field. Enter a date that will include refused and not refused vitals in the 'End Date' field. Enter the current time in the 'End Time' field. Select "No" in the 'Display Refused Vitals' field. Click [View Report]. Validate the report does not include refused vitals or comments associated with refused vitals. Close the report and the form. Progress Notes - 'Existing Appointment' and 'Existing Service' notes Scenario 1: Progress Notes (Group and Individual) - File a new service note with document routing enabled Specific Setup: Document Routing must be enabled on the 'Progress Notes (Group and Individual)' form. A client must be enrolled in an active episode (Client A). Google Chrome Browser settings are set to enable Autofill for passwords and the logged in user's password has been saved. Steps Select "Client A" from the 'My Clients' list and access the 'Progress Notes (Group and Individual)' form. Select any value from the 'Select Episode' field. Select "New Service" from the 'Progress Notes For' field. Select any value from the 'Note Type' field. Set the 'Notes Field' to any value. Set the 'Date Of Service' field to the current date. Set the 'Service Charge Code' field to any value. Select "Final" from the 'Draft/Final' field/ Click [Submit Note]. Validate that the 'Document Routing' dialog is displayed with the progress note data. Click [Accept]. Validate the 'Password' field autofill's with the user's password that is saved in Google Chrome. Click [OK]. Validate a 'Progress Notes message' is displayed stating: "Note Filed". Click [OK]. Click [Discard]. Access the 'Client Ledger' form. Set the 'Client ID' field to "Client A". Select "All Episodes" from the 'Claim/Episode/All Episodes' field. Select "Simple" from the 'Ledger Type' field. Select "Yes" from the 'Include Zero Charges' field. Click [Process]. Validate the Client Ledger Report page contains the service created in the previous steps. Click [Dismiss]. Scenario 2: 'Progress Notes (Group and Individual)' - File an existing service note Specific Setup: A client is enrolled in an existing episode and has multiple existing services on file and multiple draft notes on file (Client A). Steps Access the 'Progress Notes (Group and Individual)' form. Select "Client A" in the 'Select Client' field. Select the desired episode in the 'Select Episode' field. Select "Existing Service" in the 'Progress Note For' field. Validate the 'Note Addresses Which Existing Service/Appointment' field is sorted in ascending order. Select the desired service in the 'Note Addresses Which Existing Service/Appointment' field. Populate all required and desired fields. Select "Draft" in the 'Draft/Final' field. Click [File Note]. Validate a message is displayed stating: Note Filed. Click [OK]. Validate the 'Select Draft Note To Edit' field is sorted in ascending order. Select the note filed in the previous steps in the 'Draft Note To Edit' field. Validate all previously filed data is displayed. Update any desired fields. Select "Final" in the 'Draft/Final' field. Click [File Note]. Validate a message is displayed stating: Note Filed. Click [OK] and close the form. Scenario 3: Ambulatory Progress Note - New Service Specific Setup: A client is enrolled in an outpatient episode (Client A). Steps Select "Client A" and access the 'Ambulatory Progress Notes' form. Select "New Service" in the 'Progress Note For' field. Populate all required and desired fields. Click "Final" multiple times in the 'Draft/Final' field. Click [Submit] multiple times. Access the 'Client Ledger' form. Enter "Client A" in the 'Client ID' field. Select "All Episodes" in the 'Claim/Episode/All Episodes' field. Select "Simple" in the 'Ledger Type' field. Select "Yes" in the 'Include Zero Charges' field. Click [Process]. Validate the 'Client Ledger Report' contains one generated service from the new service note. Close the report and the form. Scenario 4: Ambulatory Progress Notes - Existing Appointment Specific Setup: Enable the "Include Co-Practitioner" Registry setting. Enable the "Include Co-Practitioner 2" Registry setting. Using the "Document Routing Setup" form, enable document routing for the "Ambulatory Progress Notes". Steps Using the "Scheduling Calendar" form, create an appointment. Open the "Ambulatory Progress Notes" form. Create a progress note for the existing appointment that was created in "Scheduling Calendar". Set the "Co-Practitioner" field to a valid practitioner. Set the "Co-Practitioner Duration (Minutes)" to the desired minutes. Set the "Co-Practitioner 2" field to a valid practitioner. Set the "Co-Practitioner 2 Duration (Minutes)" to the desired minutes. Set the "Co-Practitioner" field to null. Set the "Co-Practitioner 2" field to null. Finalize the note by setting "Draft/Final" to "Final". Validate a message displaying indicating that Co Practitioner isn't populated, but the Co-Practitioner Duration (Minutes) is. Set the "Co-Practitioner" field to a valid practitioner. Finalize the note by setting "Draft/Final" to "Final". Validate a message displaying indicating that Co Practitioner 2 isn't populated, but the Co-Practitioner 2 Duration (Minutes) is. Set the "Co-Practitioner 2" field to a valid practitioner. Finalize the note by setting "Draft/Final" to "Final". Open the "Client Ledger" form. Generate the ledger for the client. Validate a row was added to the client's ledger when the progress note was filed. Scenario 5: Ambulatory Progress Notes - Existing Service Specific Setup: A client is enrolled in an existing outpatient episode and has multiple existing services on file and multiple draft notes on file (Client A). Steps Access the 'Client Charge Input' form. Enter "Client A" in the 'Client ID' field. Select the desired date. Select any value in the 'Location' field. Select the desired value in the 'Service Code' field. Enter "Practitioner A" in the 'Practitioner' field. Click [Submit]. Validate message stating "Client Charge Input has completed. Do you wish to return to form?". Click [No]. Access the 'Ambulatory Progress Notes' form. Validate the text appears as expected. Enter "Client A" in the 'Select Client' field. Select 'Existing Service' in the 'Progress Note For' field. Select the appointment previously filed in the 'Note Addresses Which Existing Service/Appointment' field. Validate the fields populate with the data saved. Select the desired value in the 'Note Type' field. Enter any value in the 'Notes Field'. Select "Final" in the 'Draft/Final' field. Click [Submit]. Scenario 6: Inpatient Progress Notes - Existing Appointment Specific Setup: Enable the "Include Co-Practitioner" Registry setting. Enable the "Include Co-Practitioner 2" Registry setting. Using the "Document Routing Setup" form, enable document routing for the "Inpatient Progress Notes". Steps Using the "Scheduling Calendar" form, create an appointment. Open the "Inpatient Progress Notes" form. Create a progress note for the existing appointment that was created in "Scheduling Calendar". Set the "Co-Practitioner" field to a valid practitioner. Set the "Co-Practitioner Duration (Minutes)" to the desired minutes. Set the "Co-Practitioner 2" field to a valid practitioner. Set the "Co-Practitioner 2 Duration (Minutes)" to the desired minutes. Set the "Co-Practitioner" field to null. Set the "Co-Practitioner 2" field to null. Finalize the note by setting "Draft/Final" to "Final". Validate a message displaying indicating that Co Practitioner isn't populated, but the Co-Practitioner Duration (Minutes) is. Set the "Co-Practitioner" field to a valid practitioner. Finalize the note by setting "Draft/Final" to "Final". Validate a message displaying indicating that Co Practitioner 2 isn't populated, but the Co-Practitioner 2 Duration (Minutes) is. Set the "Co-Practitioner 2" field to a valid practitioner. Finalize the note by setting "Draft/Final" to "Final". Open the "Client Ledger" form. Generate the ledger for the client. Validate a row was added to the client's ledger when the progress note was filed. Scenario 7: Progress Notes (Group and Individual) - Validate 'Existing Appointment' notes when appointment status is updated Specific Setup: A client is enrolled in an active episode and have an appointment scheduled for the current date (Client A). Document routing is enabled on the 'Progress Notes (Group and Individual)' form. Must have "Independent Note" selected in the 'Disable Progress Notes Of Type' field in the 'Set System Defaults' form. Must have a dictionary value of "On Hold" defined for the 'Appointment Status' dictionary in 'Dictionary Update'. Steps Access the 'Progress Notes (Group and Individual)' form. Select "Client A" in the 'Select Client' field. Select the desired episode in the 'Select Episode' field. Select "Existing Appointment in the 'Progress Note For' field. Select the existing appointment in the 'Note Addresses Which Existing Service/Appointment' field. Select any value in the 'Note Type' field. Enter any value in the 'Notes Field' field. Select "Draft" in the 'Draft/Final' field. Click [File Note]. Validate a 'Progress Notes message' is displayed stating: "Note Filed". Click [OK] and close the form. Access the 'Scheduling Calendar' form. Right click on the existing appointment for "Client A" and click [Status Update]. Select "On Hold" in the 'Appointment Status' field. Click [Submit] and [Dismiss]. Access the 'Progress Notes (Group and Individual)' form. Select "Client A" in the 'Select Client' field. Select the draft note filed in the previous steps in the 'Select Draft Note To Edit' field. Validate all previously filed data is displayed. Select "Final" in the 'Draft/Final' field. Click [File Note]. Validate an error message is displayed stating: The appointment this note addresses is on hold and is no longer available and notes of type 'Independent Note' are not allowed for this facility. You must select another appointment for this note. Click [OK]. Validate a message is displayed stating: Filing Aborted. Click [OK] and close the form. Access the 'Scheduling Calendar' form. Right click on the existing appointment for "Client A" and click [Status Update]. Select "Scheduled" in the 'Appointment Status' field. Click [Submit] and [Dismiss]. Access the 'Progress Notes (Group and Individual)' form. Select "Client A" in the 'Select Client' field. Select the draft note filed in the previous steps in the 'Select Draft Note To Edit' field. Validate all previously filed data is displayed. Select "Final" in the 'Draft/Final' field. Click [File Note]. Validate the document routing screen is displayed with the progress note data. Click [Accept] and enter the password for the logged in user. Validate a message is displayed stating: Note Filed. Close the form. Scenario 8: Progress Notes (Group and Individual) - File an independent note Specific Setup: A client must be enrolled in an existing episode (Client A). 'Progress Notes (Group and Individual)' must have document routing enabled. A practitioner must be associated with the logged in user (Practitioner A). Steps Access the 'Progress Notes (Group and Individual)' form. Select "Client A" and the desired episode. Select "Independent Note" in the 'Progress Note For' field. Select a note type from the 'Note Type' field. Enter any value in the 'Notes' field. Select "Final" in the 'Draft/Final' field. Click [Submit Note] Validate the document is displayed as expected and click [Accept] Enter the password associated with the logged in user and click [Verify]. Validate a 'Progress Notes' dialog stating: "Note Filed." and click [OK]. Validate the 'Select Client' field is blank. Close the form. Scenario 9: Progress Notes (Group and Individual) - File a new service note with document routing enabled Specific Setup: Document Routing must be enabled on the 'Progress Notes (Group and Individual)' form. A client must be enrolled in an active episode (Client A). Google Chrome Browser settings are set to enable Autofill for passwords and the logged in user's password has been saved. Steps Select "Client A" from the 'My Clients' list and access the 'Progress Notes (Group and Individual)' form. Select any value from the 'Select Episode' field. Select "New Service" from the 'Progress Notes For' field. Select any value from the 'Note Type' field. Set the 'Notes Field' to any value. Set the 'Date Of Service' field to the current date. Set the 'Service Charge Code' field to any value. Select "Final" from the 'Draft/Final' field/ Click [Submit Note]. Validate that the 'Document Routing' dialog is displayed with the progress note data. Click [Accept]. Validate the 'Password' field autofill's with the user's password that is saved in Google Chrome. Click [OK]. Validate a 'Progress Notes message' is displayed stating: "Note Filed". Click [OK]. Click [Discard]. Access the 'Client Ledger' form. Set the 'Client ID' field to "Client A". Select "All Episodes" from the 'Claim/Episode/All Episodes' field. Select "Simple" from the 'Ledger Type' field. Select "Yes" from the 'Include Zero Charges' field. Click [Process]. Validate the Client Ledger Report page contains the service created in the previous steps. Click [Dismiss]. Progress Notes - 'Note Addresses Which Existing Service/Appointment' and 'Select Draft Note To Edit' fields Scenario 1: 'Progress Notes (Group and Individual)' - File an existing service note Specific Setup: A client is enrolled in an existing episode and has multiple existing services on file and multiple draft notes on file (Client A). Steps Access the 'Progress Notes (Group and Individual)' form. Select "Client A" in the 'Select Client' field. Select the desired episode in the 'Select Episode' field. Select "Existing Service" in the 'Progress Note For' field. Validate the 'Note Addresses Which Existing Service/Appointment' field is sorted in ascending order. Select the desired service in the 'Note Addresses Which Existing Service/Appointment' field. Populate all required and desired fields. Select "Draft" in the 'Draft/Final' field. Click [File Note]. Validate a message is displayed stating: Note Filed. Click [OK]. Validate the 'Select Draft Note To Edit' field is sorted in ascending order. Select the note filed in the previous steps in the 'Draft Note To Edit' field. Validate all previously filed data is displayed. Update any desired fields. Select "Final" in the 'Draft/Final' field. Click [File Note]. Validate a message is displayed stating: Note Filed. Click [OK] and close the form. Scenario 2: Ambulatory Progress Notes - Existing Service Specific Setup: A client is enrolled in an existing outpatient episode and has multiple existing services on file and multiple draft notes on file (Client A). Steps Access the 'Client Charge Input' form. Enter "Client A" in the 'Client ID' field. Select the desired date. Select any value in the 'Location' field. Select the desired value in the 'Service Code' field. Enter "Practitioner A" in the 'Practitioner' field. Click [Submit]. Validate message stating "Client Charge Input has completed. Do you wish to return to form?". Click [No]. Access the 'Ambulatory Progress Notes' form. Validate the text appears as expected. Enter "Client A" in the 'Select Client' field. Select 'Existing Service' in the 'Progress Note For' field. Select the appointment previously filed in the 'Note Addresses Which Existing Service/Appointment' field. Validate the fields populate with the data saved. Select the desired value in the 'Note Type' field. Enter any value in the 'Notes Field'. Select "Final" in the 'Draft/Final' field. Click [Submit].	Topics • Vitals Entry • Progress Notes • Progress Notes (Group And Individual)
Update 85 Summary \| Details Bells Notes Integration - Progress Notes Scenario 1: Bells Notes Integration - Validate document routing for progress notes when a supervisor is not required Specific Setup: myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate. The 'Progress Notes (Group and Individual)' form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate. The 'Progress Notes (Group and Individual)' form must have document routing enabled. A user is defined with the following (User A): Access to Bells Notes Associated practitioner Does not require a supervisor's approval for document routing Access to the 'My To Do's' widget on the HomeView. A client is enrolled in an existing episode (Client A). The 'Warning Message for "Draft" Forms' registry setting is enabled with a value. Steps Access the 'Scheduling Calendar' form. Right click in the 'Appointment Grid' and click [Add Appointment]. Enter the desired service code in the 'Service Code' field. Enter "Client A" in the 'Client' field. Select the desired value in the 'Episode Number' field. Validate the 'Practitioner' field is populated with "Practitioner A" Fill out all required fields. Click [Submit]. Validate successful submission. Validate the scheduled appointment is added to the 'Scheduling Calendar' form. Log into Bells Notes with existing login credentials. Click the "Agenda" section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes. Validate [Start Note] is displayed for the scheduled appointment on the right side of the Bells Notes. Click [Start Note] and verify the existence of the "Session Information" window. Fill out all required fields and select the desired note type. Validate user is able to start a note successfully. Verify the existence of "Client A" in the client header when note is started. Fill out all required fields. Click [Sign Note]. Validate the Sign Note' dialog is displayed. Enter the pin for "User A" in the 'Pin' field and click [Sign]. Validate a message is displayed stating: Note Signed Successfully. Log into myAvatar as [UserA]. Navigate to the "My To Do's" widget. Locate the To Do just routed and click [Approve Document]. Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Practitioner A" as Author. Click [Accept]. Enter the password for "User A" in the 'Verify Password' dialog and click [OK]. Validate the To-Do is no longer displayed. Scenario 2: Bells Notes Integration - Accept a note via the "Sign" section of the 'My To Do's' widget Specific Setup: myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate. The 'Progress Notes (Group and Individual)' form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate. 'Progress Notes (Group and Individual)' must have document routing enabled. A user is defined with the following (User A): Access to Bells Notes Associated practitioner Does not require a supervisor's approval for document routing Access to the 'My To Do's' widget on the HomeView. A client is enrolled in an existing episode (Client A). The 'Warning Message for "Draft" Forms' registry setting is enabled with a value. Steps Log into Bells Notes with existing login credentials for "User A". Search for "Client A". Click [Start Note] and verify the existence of the 'Session Information' window. Fill out all required fields and select the desired note type. Verify the existence of "Client A" in the client header when note is started. Fill out all required fields. Click [Sign Note]. Validate the Sign Note' dialog is displayed. Enter the pin for "User A" in the 'Pin' field and click [Sign]. Validate a message is displayed stating: Note Signed Successfully. Log into myAvatar as "User A". Navigate to the "My To Do's" widget. Select the "Sign" section. Validate the 'Search Documents' field contains the progress note document sent via Bells Notes for "Client A". Validate the 'Document' field contains the progress note data. Click [Accept]. Validate the 'Search Documents' field no longer contains the progress note document for "Client A". Validate the 'Accepted Documents' field contains the accepted progress note document for "Client A". Click [Sign All]. Enter the password for "User A" in the 'Verify Password' dialog and click [OK]. Validate the 'Accepted Documents' field no longer contains the progress note document for "Client A". Scenario 3: Bells Notes Integration - Accept a note via the "All" section of the 'My To Do's' widget Specific Setup: myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate. The 'Progress Notes (Group and Individual)' form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate. The 'Progress Notes (Group and Individual)' form must have document routing enabled. A user is defined with the following (User A): Access to Bells Notes Associated practitioner Does not require a supervisor's approval for document routing Access to the 'My To Do's' widget on the HomeView. A client is enrolled in an existing episode (Client A). The 'Warning Message for "Draft" Forms' registry setting is enabled with a value. Steps Log into Bells Notes with existing login credentials for "User A". Search for "Client A". Click [Start Note] and verify the existence of the 'Session Information' window. Fill out all required fields and select the desired note type. Verify the existence of "Client A" in the client header when note is started. Fill out all required fields. Click [Sign Note]. Validate the Sign Note' dialog is displayed. Enter the pin for "User A" in the 'Pin' field and click [Sign]. Validate a message is displayed stating: Note Signed Successfully. Log into myAvatar as "User A". Navigate to the "My To Do's" widget. Select the "All" section. Validate a To-Do is displayed for the progress note sent via Bells Notes for "Client A". Click [Approve Document]. Validate the progress note data is displayed. Click [Accept]. Enter the password for "User A" in the 'Verify Password' field and click [OK]. Validate the To-Do is no longer displayed. Scenario 4: Bells Notes Integration - Validate document routing for progress notes when a supervisor is required Specific Setup: myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate. A user is defined [UserA] with the following: Access to Bells Notes Associated practitioner (Practitioner A) Requires a supervisor's approval for document routing (Practitioner B) Access to the 'My To Do's' widget on the HomeView Must be logged in as this user A user is defined [UserB] with the following: Associated practitioner (Practitioner B) Does not require a supervisor's approval for document routing Access to the 'My To Do's' widget on the HomeView The 'Progress Notes (Group and Individual)' form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate. The 'Progress Notes (Group and Individual)' form must have document routing enabled. The 'Warning Message for "Draft" Forms' registry setting is enabled with a value. Steps Access the 'Scheduling Calendar' form. Right click in the 'Appointment Grid' and click [Add Appointment]. Enter the desired service code in the 'Service Code' field. Enter "Client A" in the 'Client' field. Select the desired value in the 'Episode Number' field. Validate the 'Practitioner' field is populated with "Practitioner A" Fill out all required fields. Click [Submit]. Validate successful submission. Validate the scheduled appointment is added to the 'Scheduling Calendar' form. Log into Bells Notes with existing login credentials. Click the "Agenda" section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes. Validate [Start Note] is displayed for the scheduled appointment on the right side of the Bells Notes. Click [Start Note] and verify the existence of the "Session Information" window. Fill out all required fields and select the desired note type. Validate user is able to start a note successfully. Verify the existence of "Client A" in the client header when note is started. Fill out all required fields. Click [Sign Note]. Validate the Sign Note' dialog is displayed. Enter the pin for "User A" in the 'Pin' field and click [Sign]. Validate a message is displayed stating: Note Signed Successfully. Log into myAvatar as [UserB]. Navigate to the "My To Do's" widget. Locate the To Do just routed and click [Approve Document]. Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Practitioner A" as Author and "Practitioner B" as Supervisor. Click [Accept]. Enter the password for [UserB] in the 'Verify Password' dialog and click [OK]. Validate the To-Do is no longer displayed. Scenario 5: Bell Notes Integration - Validate progress notes when Document Routing is disabled Specific Setup: myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate. A user is defined [UserA] with the following: Access to Bells Notes with an existing client admitted (Client A) Associated practitioner Must be logged in as this user "Progress Notes" widget configured into myAvatar The 'Progress Notes (Group and Individual)' form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate. Document routing is disabled for the 'Progress Notes (Group and Individual)' form. The 'Warning Message for "Draft" Forms' registry setting is enabled with a value. Steps Access the 'Scheduling Calendar' form. Right click in the 'Appointment Grid' and click [Add Appointment]. Enter the desired service code in the 'Service Code' field. Enter "Client A" in the 'Client' field. Select the desired value in the 'Episode Number' field. Fill out all required fields. Click [Submit]. Validate successful submission. Validate the scheduled appointment is added to the 'Scheduling Calendar' form. Log into Bells Notes with existing login credentials. Click the "Agenda" section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes. Validate [Start Note] is displayed for the scheduled appointment on the right side of the Bells Notes. Click [Start Note] and verify the existence of the "Session Information" window. Fill out all required fields and select the desired note type. Validate user is able to start a note successfully. Verify the existence of "Client A" in the client header when note is started. Fill out all required fields. Click [Sign Note]. Validate the Sign Note' dialog is displayed. Enter the pin for "User A" in the 'Pin' field and click [Sign]. Validate a message is displayed stating: Note Signed Successfully. Log into myAvatar as [UserA]. Select "Client A" and select "Progress Notes" widget. Verify the Progress Note status is final on the signed off appointment with document routing disabled.	Topics • Registry Settings • Progress Notes
Update 86 Summary \| Details Avatar CWS - Multi Lab Tests Scenario 1: OE NX - Lab orders - Requisition Report Specific Setup: The following updates must be installed: Avatar CareFabric 2022 Update 64, Avatar OE 2022 Update 71 and Avatar CWS 2022 Update 86 The 'Avatar Order Entry->Interfaces->CareFabric->->->Enable Order Message Queue and Multi-Test Lab Orders' registry setting must be set to "N". Please log out of the application and log back in after completing the above configuration. A client must have an active episode. (Client A) Steps Select "Client A" and access the 'Financial Eligibility' form. Select the 'Guarantor Selection' section. Click [Add New Item] in the Guarantor Information grid. Search for and select "Medicare" from the 'Guarantor #' field. Select "(Contract) Medicare Part A" from the 'Guarantor Plan' field. Validate a message is displayed stating "Selecting This Plan Will Over-Write Any Previous Plan Information. The Master Plan Information Will Default" and click [OK]. Select "Self" from the 'Client's Relationship To Subscriber' field. Validate the 'Subscriber's Name' field is equal to "Client A". Set the 'Subscriber Address - Street Line 1' field to "123 place drive circle street". Set the 'Zip code' field to "12345". Select "Male" from the 'Subscriber Sex' field. Set the 'Subscriber's Social Security #' field to "222-55-8888". Select "Full Time (32+ Hours A Week Not Including Armed Forces)" from the 'Subscriber's Employment Status' field. Set the 'Subscriber Policy #' field to "48536843". Select "Yes" from the 'Subscriber Assignment Of Benefits' field. Set the 'Subscriber's Covered Days' field to "9999". Set the 'Maximum Covered Dollars' field to "9999999.99". Select "Yes, Provider Has Signed Statement Permitting Release" from the 'Subscriber Release Of Info' field. Select the 'Financial Eligibility' section. Select "Medicare" from the 'Guarantor #1' field and click [Submit]. Access the 'External Lab/Radiology Definition for CareConnect' form. Select 'Add' from the 'Add New or Edit Existing Vendor' field. Select 'Lab' from the 'External Application Type' field. Select 'Yes' from the 'eVendor' field. Select "Change Health-LabCorp" from the 'Vendor to Define' field. Select "TA" from the 'Vendor Business Unit' field. Select "90550015" from the 'Vendor Account Number' field. Set the 'Vendor Name' field to "LabCorp-CHC". Select 'LabCorp' from the 'Lab Vendor Company' field and click [Submit]. Validate a message is displayed stating "Do you wish to return to form" and click [No]. Access the 'External Lab Mapping for CareConnect' form. Select "LabCorp-CHC" from the 'External Lab Vendor' field. Select "Subscriber Employment Status (IN1-42)" from the 'HL7 Segment' field. Select "Subscr. Employment Status - File: Client, Data Element #256" from the 'Avatar Dictionary to Map' field. Select "Full Time (32+ Hours A Week Not Including Armed Forces)" from the 'Avatar Dictionary Value to Map' field. Set the 'Mapped to Code' field to "1" and click [File]. Select "Subscriber Relationship (IN1-17)" from the 'HL7 Segment' field. Select "Client's Relationship To Subscriber - File: Client, Data Element #247" from the 'Avatar Dictionary to Map' field. Select "Self" from the 'Avatar Dictionary Value to Map' field. Set the 'Mapped to Code' field to "18" and click [File] and [Discard]. Validate a message displays stating "Are you sure you want to Close without saving?" and click [Yes]. Access the 'Order Code Setup' form. Select "Add New Code" from the 'Add/Edit Order Code' field. Set the 'New Order Code' field to "Sars-CoV-2". Set the 'Order Code Description' field to "Sars-CoV-2". Select "Lab" from the 'Order Type' field. Click [External Lab Definition]. Click [New Row]. Set the 'Lab Vendor Name' cell to "LabCorp-CHC. Set the 'Compendium Order Code' cell to "SARS-CoV-2, NAA" and click [Save]. Validate a message displays stating "Exit Grid?" and click [Yes]. Click [Submit]. Validate a message displays stating "Order Code Setup has completed. Do you wish to return to form?" and click [No]. Select "Client A" and access the Order Entry Console. Search for and select "SARS-CoV-2, NAA " from the 'New Order' field. Select "Daily" from the 'Frequency' field. Select "Lab Vendor Staff will Collect" in the 'Specimen Collection' field. Set the 'Duration' field to "5" and click [Days] and [Add to Scratchpad]. Validate the 'Ask On Order Entry' dialog displays. Answer all "AOE" questions and click [Save] and [Sign]. Validate the 'Order grid' contains an order for "SARS-CoV-2, NAA Daily, Lab Vendor Staff will Collect, LabCorp-CHC". Select the order created from the 'Order grid' and click [Print]. Validate the 'Lab Print' dialog displays and click [Print Lab Requisition]. Validate the 'Requisition Report' displays successfully. Scenario 2: OE NX - 'Enable Order Message Queue and Multi-Test Lab Orders' set to "Y" - 'Group Order Message' set to "Yes" Specific Setup: The following updates must be installed: Avatar CareFabric 2022 Update 64, Avatar OE 2022 Update 71 and Avatar CWS 2022 Update 86 The 'Avatar Order Entry->Interfaces->CareFabric->->->Enable Order Message Queue and Multi-Test Lab Orders' registry setting must be set to "Y" Please log out of the application and log back in after completing the above configuration. A client must exist in an active episode (Client A) A Lab Vendor (Lab Vendor A) must be configured in the 'External Lab/Radiology Definition for CareConnect' form where the 'Group Order Messages' field is set to "Yes" Two lab-type order codes (Order Code A, Order Code B) must be configured to have "Lab Vendor A" configured in the 'External Lab Definition' grid in the 'Order Code Setup' form. Steps Select "Client A" and access the Order Entry Console. Create two lab-type orders for "Order Code A" and "Order Code B" for "Lab Vendor A", with "Lab Vendor Staff will Collect" selected, and with a one time only 'Frequency Code'. Select either order from the 'Order grid' and click [Print] and print the 'Lab Requisition report'. Validate the 'Requisition Report' displays a 'REQ#' of "GR-#" and that both lab orders display. Scenario 3: OE NX - 'Enable Order Message Queue and Multi-Test Lab Orders' set to "Y" - 'Send Lab Order Prior to Specimen Collection' set to "Yes" Specific Setup: The following updates must be installed: Avatar CareFabric 2022 Update 64, Avatar OE 2022 Update 71 and Avatar CWS 2022 Update 86 The 'Avatar Order Entry->Interfaces->CareFabric->->->Enable Order Message Queue and Multi-Test Lab Orders' registry setting must be set to "Y" Please log out of the application and log back in after completing the above configuration. A client must exist in an active inpatient episode (Client A) A Lab Vendor (Lab Vendor A) must be configured in the 'External Lab/Radiology Definition for CareConnect' form where the 'Send Lab Order Prior to Specimen Collection' field is set to "Yes". A lab-type order code (Order Code A) must be configured to have "Lab Vendor A" configured in the 'External Lab Definition' grid in the 'Order Code Setup' form. Steps Select "Client A" and access the Order Entry Console. Create an order for "Order Code A" with "Lab Vendor A" and a one time only 'Frequency Code'. Using Crystal Reports or any other SQL reporting tool, create a report on the 'OrderEntry.order_mesg_status' table and include all fields. Validate a new order message is created. Scenario 4: OE NX - 'Enable Order Message Queue and Multi-Test Lab Orders' set to "Y" - 'Send Lab Order Prior to Specimen Collection' set to "No" Specific Setup: The following updates must be installed: Avatar CareFabric 2022 Update 64, Avatar OE 2022 Update 71 and Avatar CWS 2022 Update 86 The 'Avatar Order Entry->Interfaces->CareFabric->->->Enable Order Message Queue and Multi-Test Lab Orders' registry setting must be set to "Y" Please log out of the application and log back in after completing the above configuration. A client must exist in an active inpatient episode (Client A) A Lab Vendor (Lab Vendor A) must be configured in the 'External Lab/Radiology Definition for CareConnect' form where the 'Send Lab Order Prior to Specimen Collection' field is set to "No". A lab-type order code (Order Code A) must be configured to have "Lab Vendor A" configured in the 'External Lab Definition' grid in the 'Order Code Setup' form. Steps Select "Client A" and access the Order Entry Console. Create an order for "Order Code A" with "Lab Vendor A" and a one time only 'Frequency Code'. Using Crystal Reports or any other SQL reporting tool, create a report on the 'OrderEntry.order_mesg_status' table and include all fields. Validate no new order message is created. Access the 'eMAR' widget for "Client A" and validate an order for "Order Code A" is displayed. Perform 'Client Education' and 'Order Acknowledgement' for the order. Perform a 'Specimen Collection' for the order. Refresh the report created using the 'OrderEntry.order_mesg_status' table and validate a new message was sent. Scenario 5: OE NX - 'Enable Order Message Queue and Multi-Test Lab Orders' set to "Y" - 'Suppress Specimen Collection Message' set to "Yes" Specific Setup: The following updates must be installed: Avatar CareFabric 2022 Update 64, Avatar OE 2022 Update 71 and Avatar CWS 2022 Update 86 The 'Avatar Order Entry->Interfaces->CareFabric->->->Enable Order Message Queue and Multi-Test Lab Orders' registry setting must be set to "Yes". Please log out of the application and log back in after completing the above configuration. A client must exist in an active inpatient episode (Client A) A Lab Vendor (Lab Vendor A) must be configured in the 'External Lab/Radiology Definition for CareConnect' form where the 'Send Order Prior to Collect' field is set to "Yes" A lab-type order code (Order Code A) must be configured to have "Lab Vendor A" configured in the 'External Lab Definition' grid in the 'Order Code Setup' form. Steps Select "Client A" and access the Order Entry Console. Create an order for "Order Code A" with "Lab Vendor A" and a one time only 'Frequency Code'. Access the 'eMAR' widget for "Client A". Perform 'Client Education' and 'Order Acknowledgement' on "Order A". Perform a 'Specimen Collection' for "Order A". Using Crystal Reports or any other SQL reporting tool, create a report on the 'OrderEntry.order_mesg_status' table and include all fields. Validate no 'Specimen Collection' message is displayed. Scenario 6: OE NX - 'Enable Order Message Queue and Multi-Test Lab Orders' set to "Y" - 'Suppress Cancel/Discontinue Message' set to "Yes" Specific Setup: The following updates must be installed: Avatar CareFabric 2022 Update 64, Avatar OE 2022 Update 71 and Avatar CWS 2022 Update 86 The 'Avatar Order Entry->Interfaces->CareFabric->->->Enable Order Message Queue and Multi-Test Lab Orders' registry setting must be set to "Y". Please log out of the application and log back in after completing the above configuration. A client must exist in an active inpatient episode (Client A) A Lab Vendor (Lab Vendor A) must be configured in the 'External Lab/Radiology Definition for CareConnect' form where the 'Suppress Cancel/Discontinue Message' field is set to "Yes" A lab-type order code (Order Code A) must be configured to have "Lab Vendor A" configured in the 'External Lab Definition' grid in the 'Order Code Setup' form. Steps Select "Client A" and access the Order Entry Console. Create an order for "Order Code A" with "Lab Vendor A" and a one time only 'Frequency Code'. Using Crystal Reports or any other SQL reporting tool, create a report on the 'OrderEntry.order_mesg_status' table and include all fields. Validate the order message has been sent. Discontinue the order created. Refresh the 'OrderEntry.order_mesg_status' table and validate no new message was sent.	Topics • Order Entry Console • NX
Update 87 Summary \| Details 'Progress Notes (Group and Individual)' modified for registry setting 'Attach Selected Appointment To Notes On Draft'. Scenario 1: Bells Notes Integration - Validate document routing for progress notes when a supervisor is not required Specific Setup: myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate. The 'Progress Notes (Group and Individual)' form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate. The 'Progress Notes (Group and Individual)' form must have document routing enabled. A user is defined with the following (User A): Access to Bells Notes Associated practitioner Does not require a supervisor's approval for document routing Access to the 'My To Do's' widget on the HomeView. A client is enrolled in an existing episode (Client A). The 'Warning Message for "Draft" Forms' registry setting is enabled with a value. Steps Access the 'Scheduling Calendar' form. Right click in the 'Appointment Grid' and click [Add Appointment]. Enter the desired service code in the 'Service Code' field. Enter "Client A" in the 'Client' field. Select the desired value in the 'Episode Number' field. Validate the 'Practitioner' field is populated with "Practitioner A" Fill out all required fields. Click [Submit]. Validate successful submission. Validate the scheduled appointment is added to the 'Scheduling Calendar' form. Log into Bells Notes with existing login credentials. Click the "Agenda" section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes. Validate [Start Note] is displayed for the scheduled appointment on the right side of the Bells Notes. Click [Start Note] and verify the existence of the "Session Information" window. Fill out all required fields and select the desired note type. Validate user is able to start a note successfully. Verify the existence of "Client A" in the client header when note is started. Fill out all required fields. Click [Sign Note]. Validate the Sign Note' dialog is displayed. Enter the pin for "User A" in the 'Pin' field and click [Sign]. Validate a message is displayed stating: Note Signed Successfully. Log into myAvatar as [UserA]. Navigate to the "My To Do's" widget. Locate the To Do just routed and click [Approve Document]. Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Practitioner A" as Author. Click [Accept]. Enter the password for "User A" in the 'Verify Password' dialog and click [OK]. Validate the To-Do is no longer displayed. Scenario 2: Validate 'Progress Notes (Group and Individual) when registry setting 'Attach Selected Appointment To Notes on Draft' registry setting when set to '2'. Specific Setup: An appointment is on file for any test client. Registry Setting 'Attach Selected Appointment To Notes on Draft' is set to '2'. Note: as with any Registry Setting, use caution when enabling this setting if it does not apply to your agency workflow. Steps Create a progress note against an appointment for the test client using 'Progress Notes (Group and Individual)' form. File the note as 'Draft'. Close the form. Return to the 'Scheduling Calendar'. Edit the appointment and change the 'Location'. Open the 'Progress Notes (Group and Individual)' form. Select the test client and select the 'Draft' note from the 'Select Draft Note to Edit' field. Verify the 'Location' is correct. Edit the note as needed. File the note as 'Final'. Close the form. Open the 'Progress Note (Group and Individual)' in the client Chart View. Verify the data in the note is correct. Scenario 3: Validate 'Progress Notes (Group and Individual) when registry setting 'Attach Selected Appointment To Notes on Draft' registry setting when set to '1'. Specific Setup: An appointment is on file for any test client. Registry Setting 'Attach Selected Appointment To Notes on Draft' is set to '1'. Note: as with any Registry Setting, use caution when enabling this setting if it does not apply to your agency workflow. Steps Create a progress note against an appointment for the test client using 'Progress Notes (Group and Individual)' form. File the note as 'Draft'. Close the form. Return to the 'Scheduling Calendar'. Edit the appointment and change the 'Location'. Open the 'Progress Notes (Group and Individual)' form. Select the test client and select the 'Draft' note from the 'Select Draft Note to Edit' field. Verify the 'Location' is correct. Edit the note as needed. File the note as 'Final'. Close the form. Open the 'Progress Note (Group and Individual)' in the client Chart View. Verify the data in the note is correct. Scenario 4: Bells Notes Integration - Validate document routing for progress notes when a supervisor is required Specific Setup: myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate. A user is defined [UserA] with the following: Access to Bells Notes Associated practitioner (Practitioner A) Requires a supervisor's approval for document routing (Practitioner B) Access to the 'My To Do's' widget on the HomeView Must be logged in as this user A user is defined [UserB] with the following: Associated practitioner (Practitioner B) Does not require a supervisor's approval for document routing Access to the 'My To Do's' widget on the HomeView The 'Progress Notes (Group and Individual)' form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate. The 'Progress Notes (Group and Individual)' form must have document routing enabled. The 'Warning Message for "Draft" Forms' registry setting is enabled with a value. Steps Access the 'Scheduling Calendar' form. Right click in the 'Appointment Grid' and click [Add Appointment]. Enter the desired service code in the 'Service Code' field. Enter "Client A" in the 'Client' field. Select the desired value in the 'Episode Number' field. Validate the 'Practitioner' field is populated with "Practitioner A" Fill out all required fields. Click [Submit]. Validate successful submission. Validate the scheduled appointment is added to the 'Scheduling Calendar' form. Log into Bells Notes with existing login credentials. Click the "Agenda" section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes. Validate [Start Note] is displayed for the scheduled appointment on the right side of the Bells Notes. Click [Start Note] and verify the existence of the "Session Information" window. Fill out all required fields and select the desired note type. Validate user is able to start a note successfully. Verify the existence of "Client A" in the client header when note is started. Fill out all required fields. Click [Sign Note]. Validate the Sign Note' dialog is displayed. Enter the pin for "User A" in the 'Pin' field and click [Sign]. Validate a message is displayed stating: Note Signed Successfully. Log into myAvatar as [UserB]. Navigate to the "My To Do's" widget. Locate the To Do just routed and click [Approve Document]. Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Practitioner A" as Author and "Practitioner B" as Supervisor. Click [Accept]. Enter the password for [UserB] in the 'Verify Password' dialog and click [OK]. Validate the To-Do is no longer displayed. Scenario 5: Bell Notes Integration - Validate progress notes when Document Routing is disabled Specific Setup: myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate. A user is defined [UserA] with the following: Access to Bells Notes with an existing client admitted (Client A) Associated practitioner Must be logged in as this user "Progress Notes" widget configured into myAvatar The 'Progress Notes (Group and Individual)' form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate. Document routing is disabled for the 'Progress Notes (Group and Individual)' form. The 'Warning Message for "Draft" Forms' registry setting is enabled with a value. Steps Access the 'Scheduling Calendar' form. Right click in the 'Appointment Grid' and click [Add Appointment]. Enter the desired service code in the 'Service Code' field. Enter "Client A" in the 'Client' field. Select the desired value in the 'Episode Number' field. Fill out all required fields. Click [Submit]. Validate successful submission. Validate the scheduled appointment is added to the 'Scheduling Calendar' form. Log into Bells Notes with existing login credentials. Click the "Agenda" section and verify the existence of the scheduled appointment from the 'Scheduling Calendar' form in myAvatar. Select the scheduled appointment and validate the summary of the scheduled appointment is displayed on the right side of the Bells Notes. Validate [Start Note] is displayed for the scheduled appointment on the right side of the Bells Notes. Click [Start Note] and verify the existence of the "Session Information" window. Fill out all required fields and select the desired note type. Validate user is able to start a note successfully. Verify the existence of "Client A" in the client header when note is started. Fill out all required fields. Click [Sign Note]. Validate the Sign Note' dialog is displayed. Enter the pin for "User A" in the 'Pin' field and click [Sign]. Validate a message is displayed stating: Note Signed Successfully. Log into myAvatar as [UserA]. Select "Client A" and select "Progress Notes" widget. Verify the Progress Note status is final on the signed off appointment with document routing disabled.	Topics • Registry Settings • Progress Notes • Add New Appointment
Update 88 Summary \| Details 'Quick Vitals' Quick Action Scenario 1: Vitals Entry - add vitals Specific Setup: A client must be enrolled in an existing episode (Client A). Steps Access the 'Vitals Entry' form for "Client A". Select "Add" in the 'Add/Edit/Delete Vital Sign' field. Validate the dictionary values display in the following order: "Add", "Edit", Delete". Populate all required and desired vitals. Select the desired value in the 'Position' field. Validate the dictionary values display in the following order: "Sitting", "Lying", "Standing". Submit the form. Scenario 2: Validate accessing and filing 'Oxygen' Quick Action from the 'Client Dashboard' Specific Setup: A client must be admitted to an active episode (Client A). The 'Oxygen' Quick Action must be assigned to the logged in user in the 'NX View Definition' form. The 'Client Dashboard' must contain the 'Client Information' header. Steps Select "Client A" and launch the 'Client Dashboard'. Validate the 'Client Information' header is aligned with the widgets. Select the 'My Activity' menu. Validate the view resizes and the 'Client Information' header aligns with the widgets. Select the 'My Activity' menu. Validate the view resizes and the 'Client Information' header aligns with the widgets. Navigate to the 'Oxygen' Quick Action and click [Add]. Validate the dialog is fixed and centered in the screen. Enter "asd" in the 'Oxygen' field. Click outside of the dialog. Validate an 'Error' message is displayed stating "Oxygen Saturation must be a whole number no more than three digits long." Click [OK]. Enter "80" in the 'Oxygen' field. Click [Save]. Navigate to the 'Oxygen' Quick Action and validate data has been saved. Close the 'Client Dashboard'. Scenario 3: Validate the 'Quick Vitals' quick action Specific Setup: A client must be enrolled in an existing episode (Client A) 'Quick Vitals' Quick Action must be assigned to the user in the 'NX View Definition' form. This is for Avatar NX systems only. Steps Select "Client A" and access the 'Client Dashboard'. Navigate to the 'Quick Vitals' quick action. Click [Quick Vitals - Add]. Validate "Diastolic" is spelled correctly. Enter the desired value in the 'Systolic' field. Validate the 'Diastolic' and 'Position' fields are required. Populate the desired fields and click [Save]. Validate the 'Quick Vitals' quick action contains "Vitals last entered: [current date and time]". Click [Quick Vitals - Add]. Populate the desired fields and click [Save]. Validate the 'Quick Vitals' quick action contains "Vitals last entered: [current date and time]". Click [Quick Vitals - Add]. Populate the desired fields and click [Save]. Validate the 'Quick Vitals' quick action contains "Vitals last entered: [current date and time]". Click [Close]. Access the 'Vitals Entry' form. Select the 'Vitals Report' field. Click [Start Date Y]. Click [Start Date T]. Enter any value in the 'Start Time' field. Enter any value in the 'End Time' field. Select "All" in the 'Vital Sign(s) for Report' field. Click [View Report]. Validate the report contains the entries filed in the previous steps. Click [Close Report]. Close the form. Scenario 4: Validate accessing various 'Quick Actions' from a view Specific Setup: A client must be admitted to an active episode (Client A). 'Update Client Data', 'Smoking Assessment', 'Problem List', 'Emergency Contact', and 'Alerts' Quick Actions must be assigned to the user's view in the 'NX View Definition' form (View A). Steps Select "Client A" and navigate to "View A" and the 'Quick Actions' widget. Click [Update Client Data - Add]. Validate only one dialog is displayed and it is not resizable. Click outside of the 'Update Client Data' dialog. Validate the dialog is fixed and centered in the screen. Enter "LASTNAME, FIRSTNAME" in the 'Name' field and press the "Tab" key. Validate the space is automatically removed after the comma. Click the 'State' field and validate the states are listed alphabetically. Populate the required and desired fields. Click [Save]. Click [Emergency Contact - Add]. Validate only one dialog is displayed and it is not resizable. Click outside of the 'Emergency Contact' dialog. Validate the dialog is fixed and centered in the screen. Enter "LASTNAME, FIRSTNAME" in the 'Emergency Contact Name' field and press the "Tab" key. Validate the space is automatically removed after the comma. Fill out any required any desired fields. Click [Save]. Click [Smoking Assessment - Add]. Validate only one dialog is displayed and it is not resizable. Click outside of the 'Smoking Assessment' dialog. Validate the dialog is fixed and centered in the screen. Populate the required fields. Click [Save]. Click [Problems List - Add]. Validate only one dialog is displayed and it is not resizable. Click outside of the 'Problems List' dialog. Validate the dialog is fixed and centered in the screen. Enter "Anxiety" in the 'Problem' field. Enter any value in the 'Status' field. Click [Save]. Click [Alerts - Add]. Validate only one dialog is displayed and it is not resizable. Click outside of the 'Alerts' dialog. Validate the dialog is fixed and centered in the screen. Select "Warning (Custom)" in the 'Type of Alert' field. Select "All Episodes" in the 'Episode(s)' field. Enter any value with a special character in the 'Custom Message' field. Validate an error message and click [OK]. Enter any value in the 'Custom Message' field. Select "No" in the 'Disabled' field. Select "Active for Date Range" in the 'Active or Active for Date Range' field. Validate the 'Start Date' and 'End Date' field populate with the current date. Click [End Date Y]. Validate an 'Error' dialog stating: "Please choose an end date on or after the start date." and click [OK]. Validate the 'End Date' field contains the current date. Enter any future value in the 'End Date' field. Select any form in the 'Applicable Forms' field (Form A). Validate the 'Applicable Forms' are listed alphabetically. Click [Save]. Close the 'Client Dashboard'. Access 'Form A'. Validate the 'Client Alert' message is displayed and contains the message entered in the previous steps. Click [OK]. Close the form. Scenario 5: Validate various vital Quick Actions from the 'Client Dashboard' Specific Setup: A client must be enrolled in an existing episode. (Client A) 'Pain Scale', 'HT/WT/BMI', 'Blood Pressure', 'Heart Rate', 'Respiratory Rate', 'Temperature', 'and 'Blood Glucose' Quick Actions must be assigned to the user's Client Dashboard in the 'NX View Definition' form. The 'Utilize Local Workstation Time Zone' registry setting must be set to "Y". Steps Select "Client A" and launch the 'Client Dashboard'. Navigate to the 'Quick Actions' widget. Click [Blood Pressure - Add]. Enter the desired value in the 'Systolic' field. Enter the desired value in the 'Diastolic' field. Select any value in the 'Position' field. Validate the 'Save' button is enabled. Click [Save]. Click [Heart Rate - Add]. Enter the desired value in the 'Heart Rate' field. Validate the 'Save' button is enabled. Click [Save]. Click [Respiratory Rate- Add]. Enter the desired value in the 'Respiratory Rate' field. Validate the 'Save' button is enabled. Click [Save]. Click [Temperature - Add]. Enter the desired value in the 'Temperature (F)' field and press the 'Tab' key. Validate the appropriate value is displayed in the 'Temperature (C)' field. Validate the 'Save' button is enabled. Click [Save]. Click [Blood Glucose - Add]. Enter the desired value in the 'Blood Glucose' field. Validate the 'Save' button is enabled. Click [Save]. Click [HT/WT/BMI - Add]. Enter the desired value in the 'Height (in)' field and press the 'Tab' key. Validate the appropriate value is displayed in the 'Height (cm)' field. Enter the desired value in the 'Weight (lbs)' field and press the 'Tab' key. Validate the appropriate value is displayed in the 'Weight (kgs)' field. Validate the appropriate value is displayed in the 'BMI' field. Validate the 'Save' button is enabled. Click [Save]. Click [Pain Scale - Add]. Select the desired value in the 'Pain Scale' field. Click [Save]. Scenario 6: Validate accessing various 'Quick Actions' from the 'Client Dashboard' Specific Setup: A client must be admitted to an active episode (Client A). "Client A" must not have a diagnosis on file. 'Update Client Data', 'Smoking Assessment', 'Problem List', 'Emergency Contact', 'Blood Pressure', and 'Alerts' Quick Actions must be assigned to the user's 'Client Dashboard' in the 'NX View Definition' form. This is for Avatar NX systems only. Steps Select "Client A" and launch the 'Client Dashboard'. Validate there is no grey box behind the client's name. Navigate to the 'Quick Actions' widget. Click [Update Client Data - Add]. Validate only one dialog is displayed and it is not resizable. Click outside of the 'Update Client Data' dialog. Validate the dialog is fixed and centered in the screen. Enter "LASTNAME, FIRSTNAME" in the 'Name' field and press the "Tab" key. Validate the space is automatically removed after the comma. Click the 'State' field and validate the states are listed alphabetically. Populate the required and desired fields. Click [Save]. Click [Emergency Contact - Add]. Validate only one dialog is displayed and it is not resizable. Click outside of the 'Emergency Contact' dialog. Validate the dialog is fixed and centered in the screen. Enter "LASTNAME, FIRSTNAME" in the 'Emergency Contact Name' field and press the "Tab" key. Validate the space is automatically removed after the comma. Fill out any required any desired fields. Click [Save]. Click [Smoking Assessment - Add]. Validate only one dialog is displayed and it is not resizable. Click outside of the 'Smoking Assessment' dialog. Validate the dialog is fixed and centered in the screen. Populate the required fields. Click [Save]. Click [Problems List - Add]. Validate only one dialog is displayed and it is not resizable. Click outside of the 'Problems List' dialog. Validate the dialog is fixed and centered in the screen. Enter "Anxiety" in the 'Problem' field. Enter any value in the 'Status' field. Click [Save]. Click [Blood Pressure - Add]. Validate only one dialog is displayed and it is not resizable. Click outside of the 'Blood Pressure' dialog. Validate the dialog is fixed and centered in the screen. Validate "Diastolic" is spelled correctly. Enter the desired values in the 'Blood Pressure' fields. Click [Save]. Click [Alerts - Add]. Validate only one dialog is displayed and it is not resizable. Click outside of the 'Alerts' dialog. Validate the dialog is fixed and centered in the screen. Select "Warning (Custom)" in the 'Type of Alert' field. Select "All Episodes" in the 'Episode(s)' field. Enter any value with a special character in the 'Custom Message' field. Validate an error message and click [OK]. Enter any value in the 'Custom Message' field. Select "No" in the 'Disabled' field. Select "Active for Date Range" in the 'Active or Active for Date Range' field. Validate the 'Start Date' and 'End Date' field populate with the current date. Click [End Date Y]. Validate an 'Error' dialog stating: "Please choose an end date on or after the start date." and click [OK]. Validate the 'End Date' field contains the current date. Enter any future value in the 'End Date' field. Select any form in the 'Applicable Forms' field (Form A). Validate the 'Applicable Forms' are listed alphabetically. Click [Save]. Close the 'Client Dashboard'. Access 'Form A'. Validate the 'Client Alert' message is displayed and contains the message entered in the previous steps. Click [OK]. Close the form. 'Allergies / Hypersensitivities' Quick Action Scenario 1: Validate accessing and filing 'Oxygen' Quick Action from the 'Client Dashboard' Specific Setup: A client must be admitted to an active episode (Client A). The 'Oxygen' Quick Action must be assigned to the logged in user in the 'NX View Definition' form. The 'Client Dashboard' must contain the 'Client Information' header. Steps Select "Client A" and launch the 'Client Dashboard'. Validate the 'Client Information' header is aligned with the widgets. Select the 'My Activity' menu. Validate the view resizes and the 'Client Information' header aligns with the widgets. Select the 'My Activity' menu. Validate the view resizes and the 'Client Information' header aligns with the widgets. Navigate to the 'Oxygen' Quick Action and click [Add]. Validate the dialog is fixed and centered in the screen. Enter "asd" in the 'Oxygen' field. Click outside of the dialog. Validate an 'Error' message is displayed stating "Oxygen Saturation must be a whole number no more than three digits long." Click [OK]. Enter "80" in the 'Oxygen' field. Click [Save]. Navigate to the 'Oxygen' Quick Action and validate data has been saved. Close the 'Client Dashboard'. Scenario 2: Validate accessing various 'Quick Actions' from a view Specific Setup: A client must be admitted to an active episode (Client A). 'Update Client Data', 'Smoking Assessment', 'Problem List', 'Emergency Contact', and 'Alerts' Quick Actions must be assigned to the user's view in the 'NX View Definition' form (View A). Steps Select "Client A" and navigate to "View A" and the 'Quick Actions' widget. Click [Update Client Data - Add]. Validate only one dialog is displayed and it is not resizable. Click outside of the 'Update Client Data' dialog. Validate the dialog is fixed and centered in the screen. Enter "LASTNAME, FIRSTNAME" in the 'Name' field and press the "Tab" key. Validate the space is automatically removed after the comma. Click the 'State' field and validate the states are listed alphabetically. Populate the required and desired fields. Click [Save]. Click [Emergency Contact - Add]. Validate only one dialog is displayed and it is not resizable. Click outside of the 'Emergency Contact' dialog. Validate the dialog is fixed and centered in the screen. Enter "LASTNAME, FIRSTNAME" in the 'Emergency Contact Name' field and press the "Tab" key. Validate the space is automatically removed after the comma. Fill out any required any desired fields. Click [Save]. Click [Smoking Assessment - Add]. Validate only one dialog is displayed and it is not resizable. Click outside of the 'Smoking Assessment' dialog. Validate the dialog is fixed and centered in the screen. Populate the required fields. Click [Save]. Click [Problems List - Add]. Validate only one dialog is displayed and it is not resizable. Click outside of the 'Problems List' dialog. Validate the dialog is fixed and centered in the screen. Enter "Anxiety" in the 'Problem' field. Enter any value in the 'Status' field. Click [Save]. Click [Alerts - Add]. Validate only one dialog is displayed and it is not resizable. Click outside of the 'Alerts' dialog. Validate the dialog is fixed and centered in the screen. Select "Warning (Custom)" in the 'Type of Alert' field. Select "All Episodes" in the 'Episode(s)' field. Enter any value with a special character in the 'Custom Message' field. Validate an error message and click [OK]. Enter any value in the 'Custom Message' field. Select "No" in the 'Disabled' field. Select "Active for Date Range" in the 'Active or Active for Date Range' field. Validate the 'Start Date' and 'End Date' field populate with the current date. Click [End Date Y]. Validate an 'Error' dialog stating: "Please choose an end date on or after the start date." and click [OK]. Validate the 'End Date' field contains the current date. Enter any future value in the 'End Date' field. Select any form in the 'Applicable Forms' field (Form A). Validate the 'Applicable Forms' are listed alphabetically. Click [Save]. Close the 'Client Dashboard'. Access 'Form A'. Validate the 'Client Alert' message is displayed and contains the message entered in the previous steps. Click [OK]. Close the form. Scenario 3: 'Allergies and Hypersensitivities' quick action - File a Medication Allergy Specific Setup: A client must be admitted into an active episode who does not have any information filed in the 'Allergies and Hypersensitivities' form. (Client A) 'Allergies / Hypersensitivities' Quick Action must be assigned to the user's Client Dashboard in the 'NX View Definition' form. The 'Require Reaction Severity' registry setting must be set to "N". This is for Avatar NX systems. Steps Select "Client A" and launch the 'Client Dashboard'. Navigate to the 'Quick Actions' widget. Click [Allergies / Hypersensitivities - Add]. Validate the 'Known Food Allergies' field exists. Enter and select the desired medication in the 'Allergen/Reactant' field. Enter the desired date in the 'Date Recognized' field. Select "Confirmed" in the 'Status' field. Select "Yes" in the 'Known Medication Allergies' field. Select "No" in the 'Known Food Allergies' field. Click [Save]. Validate the 'Allergies / Hypersensitivities' quick action displays the current date and time. Click [Allergies / Hypersensitivities - Add]. Validate the 'Known Medication Allergies' field is disabled and "Yes" is selected. Validate the 'Known Food Allergies' field is enabled and "No" is selected. Enter and select the desired value in the 'Allergen/Reactant' field. Enter the desired date in the 'Date Recognized' field. Select "Confirmed" in the 'Status' field. Click [Save]. Validate the 'Allergies / Hypersensitivities' quick action displays the current date and time. Close the Client Dashboard. Access the 'Allergies and Hypersensitivities' form. Click [Update]. Validate the allergies entered in the previous steps display. Click [Close/Cancel]. Validate the 'Known Medication Allergies' field is disabled and "Yes" is selected. Validate the 'Known Food Allergies' field is enabled and "No" is selected. Click [Submit]. Scenario 4: Validate various vital Quick Actions from the 'Client Dashboard' Specific Setup: A client must be enrolled in an existing episode. (Client A) 'Pain Scale', 'HT/WT/BMI', 'Blood Pressure', 'Heart Rate', 'Respiratory Rate', 'Temperature', 'and 'Blood Glucose' Quick Actions must be assigned to the user's Client Dashboard in the 'NX View Definition' form. The 'Utilize Local Workstation Time Zone' registry setting must be set to "Y". Steps Select "Client A" and launch the 'Client Dashboard'. Navigate to the 'Quick Actions' widget. Click [Blood Pressure - Add]. Enter the desired value in the 'Systolic' field. Enter the desired value in the 'Diastolic' field. Select any value in the 'Position' field. Validate the 'Save' button is enabled. Click [Save]. Click [Heart Rate - Add]. Enter the desired value in the 'Heart Rate' field. Validate the 'Save' button is enabled. Click [Save]. Click [Respiratory Rate- Add]. Enter the desired value in the 'Respiratory Rate' field. Validate the 'Save' button is enabled. Click [Save]. Click [Temperature - Add]. Enter the desired value in the 'Temperature (F)' field and press the 'Tab' key. Validate the appropriate value is displayed in the 'Temperature (C)' field. Validate the 'Save' button is enabled. Click [Save]. Click [Blood Glucose - Add]. Enter the desired value in the 'Blood Glucose' field. Validate the 'Save' button is enabled. Click [Save]. Click [HT/WT/BMI - Add]. Enter the desired value in the 'Height (in)' field and press the 'Tab' key. Validate the appropriate value is displayed in the 'Height (cm)' field. Enter the desired value in the 'Weight (lbs)' field and press the 'Tab' key. Validate the appropriate value is displayed in the 'Weight (kgs)' field. Validate the appropriate value is displayed in the 'BMI' field. Validate the 'Save' button is enabled. Click [Save]. Click [Pain Scale - Add]. Select the desired value in the 'Pain Scale' field. Click [Save]. Scenario 5: 'Allergies and Hypersensitivities' quick action - File a Food Allergy Specific Setup: A client must be admitted into an active episode who does not have any information filed in the 'Allergies and Hypersensitivities' form. (Client A) 'Allergies / Hypersensitivities' Quick Action must be assigned to the user's Client Dashboard in the 'NX View Definition' form. The 'Require Reaction Severity' registry setting must be set to "N". This is for Avatar NX systems. Steps Select "Client A" and launch the 'Client Dashboard'. Navigate to the 'Quick Actions' widget. Click [Allergies / Hypersensitivities - Add]. Validate the 'Known Food Allergies' field exists. Enter and select the desired food in the 'Allergen/Reactant' field. Enter the desired date in the 'Date Recognized' field. Select "Confirmed" in the 'Status' field. Select "Yes" in the 'Known Food Allergies' field. Select "No" in the "Known Medication Allergies' field. Click [Save]. Validate the 'Allergies / Hypersensitivities' quick action displays the current date and time. Click [Allergies / Hypersensitivities - Add]. Validate the 'Known Food Allergies' field is disabled and "Yes" is selected. Validate the 'Known Medication Allergies' field is enabled and "No" is selected. Enter and select the desired value in the 'Allergen/Reactant' field. Enter the desired date in the 'Date Recognized' field. Select "Confirmed" in the 'Status' field. Click [Save]. Validate the 'Allergies / Hypersensitivities' quick action displays the current date and time. Close the Client Dashboard. Access the 'Allergies and Hypersensitivities' form. Click [Update]. Validate the allergies entered in the previous steps display. Click [Close/Cancel]. Validate the 'Known Food Allergies' field is disabled and "Yes" is selected. Validate the 'Known Medication Allergies' field is enabled and "No" is selected. Click [Submit]. Scenario 6: Validate accessing various 'Quick Actions' from the 'Client Dashboard' Specific Setup: A client must be admitted to an active episode (Client A). "Client A" must not have a diagnosis on file. 'Update Client Data', 'Smoking Assessment', 'Problem List', 'Emergency Contact', 'Blood Pressure', and 'Alerts' Quick Actions must be assigned to the user's 'Client Dashboard' in the 'NX View Definition' form. This is for Avatar NX systems only. Steps Select "Client A" and launch the 'Client Dashboard'. Validate there is no grey box behind the client's name. Navigate to the 'Quick Actions' widget. Click [Update Client Data - Add]. Validate only one dialog is displayed and it is not resizable. Click outside of the 'Update Client Data' dialog. Validate the dialog is fixed and centered in the screen. Enter "LASTNAME, FIRSTNAME" in the 'Name' field and press the "Tab" key. Validate the space is automatically removed after the comma. Click the 'State' field and validate the states are listed alphabetically. Populate the required and desired fields. Click [Save]. Click [Emergency Contact - Add]. Validate only one dialog is displayed and it is not resizable. Click outside of the 'Emergency Contact' dialog. Validate the dialog is fixed and centered in the screen. Enter "LASTNAME, FIRSTNAME" in the 'Emergency Contact Name' field and press the "Tab" key. Validate the space is automatically removed after the comma. Fill out any required any desired fields. Click [Save]. Click [Smoking Assessment - Add]. Validate only one dialog is displayed and it is not resizable. Click outside of the 'Smoking Assessment' dialog. Validate the dialog is fixed and centered in the screen. Populate the required fields. Click [Save]. Click [Problems List - Add]. Validate only one dialog is displayed and it is not resizable. Click outside of the 'Problems List' dialog. Validate the dialog is fixed and centered in the screen. Enter "Anxiety" in the 'Problem' field. Enter any value in the 'Status' field. Click [Save]. Click [Blood Pressure - Add]. Validate only one dialog is displayed and it is not resizable. Click outside of the 'Blood Pressure' dialog. Validate the dialog is fixed and centered in the screen. Validate "Diastolic" is spelled correctly. Enter the desired values in the 'Blood Pressure' fields. Click [Save]. Click [Alerts - Add]. Validate only one dialog is displayed and it is not resizable. Click outside of the 'Alerts' dialog. Validate the dialog is fixed and centered in the screen. Select "Warning (Custom)" in the 'Type of Alert' field. Select "All Episodes" in the 'Episode(s)' field. Enter any value with a special character in the 'Custom Message' field. Validate an error message and click [OK]. Enter any value in the 'Custom Message' field. Select "No" in the 'Disabled' field. Select "Active for Date Range" in the 'Active or Active for Date Range' field. Validate the 'Start Date' and 'End Date' field populate with the current date. Click [End Date Y]. Validate an 'Error' dialog stating: "Please choose an end date on or after the start date." and click [OK]. Validate the 'End Date' field contains the current date. Enter any future value in the 'End Date' field. Select any form in the 'Applicable Forms' field (Form A). Validate the 'Applicable Forms' are listed alphabetically. Click [Save]. Close the 'Client Dashboard'. Access 'Form A'. Validate the 'Client Alert' message is displayed and contains the message entered in the previous steps. Click [OK]. Close the form.	Topics • NX • Quick Actions • Allergies and Hypersensitivities
Update 90 Summary \| Details The 'Implantable Device List' is enhanced to include 'Device Type'. Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Implantable Device List Scenario 1: "Implantable Device List" form validation Specific Setup: Avatar CareFabric 2022 Update 66 is required for full functionality. Steps Open "Implantable Device List" form. Select a test client in the "Client Search" field. Select a device from the "Unique Device Identifier Search" field. Verify the following fields in the "Device Information" section display data: Brand Name Version or Model Device Type Company Name Device Description What MRI safety information does the labeling contain Device required to be labeled as containing natural rubber latex or dry natural rubber? Verify the following fields in the "Production Identifiers" section display data. Note that not all fields will be populated, depending on the selected device: Batch/Lot Number Serial Number Expiration Date Manufacturing Date Donation Identification Number Click [File Implantable Device To Client]. Click [OK] on the "Information: Filed Successfully" dialog. Click [Submit]. Open "Implantable Device List" form for the same test client. Validate all fields display the data as filed previously. Click [Submit]. Scenario 2: Implantable Device List - SQL Table Validation Specific Setup: Avatar CareFabric 2022 Update 66 is required for full functionality. Steps Open 'Dictionary Update' for Avatar CWS. Click 'Print Dictionary'. Select 'Other CWS Tabled Files' in the 'File' field. Select 'Individual Data Element' in the 'Individual or All Data Elements' field. Set 'Data Element' to 'Device Type'. Click [Search]. Select '(40721) Device Type'. Click [Print Dictionary]. Verify Device Type list displays. Close the report. Close the form. Using Crystal Reports or any other SQL report viewer, create a report against SYSTEM.cw_implantable_device. Include, at a minimum, the following tables: PATID device_type_code device_type_value data_entry_date device_identifier Run the report. Verify the above fields contain data. Close the report.	Topics • Implantable Device List • Query/Reporting
Update 92 Summary \| Details Avatar CWS - Allergen/Reactant Code Setup - Treat as Allergy Type Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Allergen/Reactant Code Setup Scenario 1: Allergies and Hypersensitivities - Client Header Specific Setup: The 'Set 'Allergies/Hypersensitivities Reviewed' If Allergies Are Updated' registry setting must be set to "N". The 'Require Reaction Severity' registry setting must be set to "N". Please log out of the application and log back in after completing the above configuration. A client must be admitted into an active episode who does not have any information filed in the 'Allergies and Hypersensitivities' form. (Client A) Steps Select "Client A" and access the 'Allergies and Hypersensitivities' form. Validate the 'Client Header' displays "Allergies (0)". Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field. Click [Update] and [New Row]. Create a food allergy for "SHELLFISH (MDX-2891)" and click [Save]. Validate the 'Known Food Allergies' field is set to "Yes". Select "No" in the 'Known Medication Allergies' field. Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field. Select 'Yes' in the' Allergies/Hypersensitivities Reviewed' field and click [Submit]. Select "Client A" and access the 'Allergies and Hypersensitivities' form. Validate the 'Client Header' displays: Allergies (1) with a red icon 1) SHELLFISH - Confirmed Allergies Reviewed=Yes (current date) No Known Med Allergies Click [Update] and [New Row]. Set the 2nd 'Allergen/Reactant' field to "Amoxicillin" and press Tab. Create a drug allergy "AMOXICILLIN (MDX-376) (RxNorm=723)". Set the 'Status' field for the Shellfish allergy to "Inactive" and click [Save]. Validate the 'Known Medication Allergies' field is set to "Yes". Select "No" in the 'Known Food Allergies' field. Select 'Yes' in the 'Allergies/Hypersensitivities Reviewed' field and click [Submit]. Access the 'Allergies and Hypersensitivities' form for "Client A". Validate the 'Client Header' displays: Allergies (1) with a red icon 1) AMOXICILLIN - Confirmed Allergies Reviewed=Yes (current date) No Known Food Allergies Click [Update]. Set the 'Status' field for the Amoxicillin allergy to "Inactive" and click [Save]. Select "No" in the 'Known Medication Allergies' field. Select "Yes" in the 'Allergies/Hypersensitivities Reviewed' field. Click [Submit]. Validate the 'Client Header' displays: Allergies (0) Allergies Reviewed=Yes (current date) No Known Med or Food Allergies Scenario 2: Allergen/ Reactant Code Setup - Treat As Allergy Type Specific Setup: Avatar OE 2022 Update 74 and Avatar CWS 2022 Update 92 must be installed in order to utilize full functionality. The 'Set 'Allergies/Hypersensitivities Reviewed' If Allergies Are Updated' registry setting must be set to "N". The 'Require Reaction Severity' registry setting must be set to "N". Please log out of the application and log back in after completing the above configuration. In the 'Allergen/Reactant Code Setup' form you must select the "Search for new Allergen Code" and search for and select "PORK (MDX-263) in the 'Search/Edit Allergen Code' field. A client must be admitted into an active episode who does not have any information filed in the 'Allergies and Hypersensitivities' form. (Client A) Steps Access the 'Allergen/Reactant Code Setup' form. Search for and select "PORK (MDX-263)". Validate that "Class" is displayed in the 'Allergy Type' field and that it is disabled. Select "Food" from the 'Treat as Allergy Type' field. Click [Submit]. Select "Client A" and access the 'Allergies and Hypersensitivities' form. Validate the 'Client Header' displays "Allergies (0)". Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field. Click [Update] and [New Row]. Create an allergy for "PORK (MDX-263)" and click [Save]. Validate the 'Known Food Allergies' field is disabled and set to "Yes". Select "No" in the 'Known Medication Allergies' field. Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field. Select 'Yes' in the 'Allergies/Hypersensitivities Reviewed' field and click [Submit]. Select "Client A" and access the 'Allergies and Hypersensitivities' form. Validate the 'Client Header' displays: Allergies (1) with a red icon 1) PORK - Confirmed Allergies Reviewed=Yes (current date) No Known Med Allergies Avatar CWS - Allergies and Hypersensitivities - Client Banner Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Allergen/Reactant Code Setup Scenario 1: Allergies and Hypersensitivities - Client Header Specific Setup: The 'Set 'Allergies/Hypersensitivities Reviewed' If Allergies Are Updated' registry setting must be set to "N". The 'Require Reaction Severity' registry setting must be set to "N". Please log out of the application and log back in after completing the above configuration. A client must be admitted into an active episode who does not have any information filed in the 'Allergies and Hypersensitivities' form. (Client A) Steps Select "Client A" and access the 'Allergies and Hypersensitivities' form. Validate the 'Client Header' displays "Allergies (0)". Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field. Click [Update] and [New Row]. Create a food allergy for "SHELLFISH (MDX-2891)" and click [Save]. Validate the 'Known Food Allergies' field is set to "Yes". Select "No" in the 'Known Medication Allergies' field. Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field. Select 'Yes' in the' Allergies/Hypersensitivities Reviewed' field and click [Submit]. Select "Client A" and access the 'Allergies and Hypersensitivities' form. Validate the 'Client Header' displays: Allergies (1) with a red icon 1) SHELLFISH - Confirmed Allergies Reviewed=Yes (current date) No Known Med Allergies Click [Update] and [New Row]. Set the 2nd 'Allergen/Reactant' field to "Amoxicillin" and press Tab. Create a drug allergy "AMOXICILLIN (MDX-376) (RxNorm=723)". Set the 'Status' field for the Shellfish allergy to "Inactive" and click [Save]. Validate the 'Known Medication Allergies' field is set to "Yes". Select "No" in the 'Known Food Allergies' field. Select 'Yes' in the 'Allergies/Hypersensitivities Reviewed' field and click [Submit]. Access the 'Allergies and Hypersensitivities' form for "Client A". Validate the 'Client Header' displays: Allergies (1) with a red icon 1) AMOXICILLIN - Confirmed Allergies Reviewed=Yes (current date) No Known Food Allergies Click [Update]. Set the 'Status' field for the Amoxicillin allergy to "Inactive" and click [Save]. Select "No" in the 'Known Medication Allergies' field. Select "Yes" in the 'Allergies/Hypersensitivities Reviewed' field. Click [Submit]. Validate the 'Client Header' displays: Allergies (0) Allergies Reviewed=Yes (current date) No Known Med or Food Allergies Scenario 2: Allergen/ Reactant Code Setup - Treat As Allergy Type Specific Setup: Avatar OE 2022 Update 74 and Avatar CWS 2022 Update 92 must be installed in order to utilize full functionality. The 'Set 'Allergies/Hypersensitivities Reviewed' If Allergies Are Updated' registry setting must be set to "N". The 'Require Reaction Severity' registry setting must be set to "N". Please log out of the application and log back in after completing the above configuration. In the 'Allergen/Reactant Code Setup' form you must select the "Search for new Allergen Code" and search for and select "PORK (MDX-263) in the 'Search/Edit Allergen Code' field. A client must be admitted into an active episode who does not have any information filed in the 'Allergies and Hypersensitivities' form. (Client A) Steps Access the 'Allergen/Reactant Code Setup' form. Search for and select "PORK (MDX-263)". Validate that "Class" is displayed in the 'Allergy Type' field and that it is disabled. Select "Food" from the 'Treat as Allergy Type' field. Click [Submit]. Select "Client A" and access the 'Allergies and Hypersensitivities' form. Validate the 'Client Header' displays "Allergies (0)". Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field. Click [Update] and [New Row]. Create an allergy for "PORK (MDX-263)" and click [Save]. Validate the 'Known Food Allergies' field is disabled and set to "Yes". Select "No" in the 'Known Medication Allergies' field. Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field. Select 'Yes' in the 'Allergies/Hypersensitivities Reviewed' field and click [Submit]. Select "Client A" and access the 'Allergies and Hypersensitivities' form. Validate the 'Client Header' displays: Allergies (1) with a red icon 1) PORK - Confirmed Allergies Reviewed=Yes (current date) No Known Med Allergies	Topics • Allergies and Hypersensitivities • NX • myAvatar/myAvatar NX
Update 95 Summary \| Details Dictionary Update - 'Problem Status' dictionary Scenario 1: Dictionary Update - Validate the 'Problem Status' dictionary Steps Access the 'Dictionary Update' CWS form. Select "CWS" in the 'File' field. Select "Data Element Number" in the 'Data Element' field. Enter "16214" in the 'Data Element' field. Select "(16214) Status" in the 'Data Element' field. Enter any existing value in the 'Dictionary Code' field. Validate the 'Dictionary Value' field is populated accordingly. Validate the 'Extended Dictionary Data Element' field now contains "ONC Clinical Status" and "ONC Verified Status". Select "(16254) ONC Clinical Status" in the 'Extended Dictionary Data Element' field. Validate the 'Extended Dictionary Value (Single Dictionary)' field contains: "Active", "Inactive", "Recurrence", "Relapse", "Remission", and "Resolved". Select the desired value in the 'Extended Dictionary Value (Single Dictionary)' field. Select "(16255) ONC Verified Status" in the 'Extended Dictionary Data Element' field. Validate the 'Extended Dictionary Value (Single Dictionary)' field contains: "Confirmed", "Differential", "Entered in Error", "Provisional", "Refuted", and "Unconfirmed". Select the desired value in the 'Extended Dictionary Value (Single Dictionary)' field. Click [Apply Changes]. Validate a message is displayed stating: "Filed!". Click [OK]. Select the "Print Dictionary" section. Select "CWS" in the 'File' field. Select "Individual Data Element" in the 'Individual or All Data Elements' field. Select "Data Element Number" in the 'Data Element' field. Enter "16214" in the 'Data Element' field. Select "(16214) Status" in the 'Data Element' field. Click [Print Dictionary]. Validate the report contains the updated dictionary values entered in the previous steps. Close the report and the form. Scenario 2: Problem List - Add / Edit / Void a problem Specific Setup: A client is enrolled in an existing episode (Client A). Must have an "Active" and "Void" dictionary value defined for the 'Status (16214)' dictionary. The 'Active Status' extended dictionary data element defined for these values. Steps Select "Client A" and access the 'Problem List' form. Click [View/Enter Problems]. Select the desired problem in the 'Problem' field. Select "Active" in the 'Status' field. Populate all other desired fields. Click [Save], [Yes], and [Submit]. Select "Client A" and access the 'Problem List' form. Click [View/Enter Problems]. Validate the problem filed in the previous steps is displayed. Select "Void" in the 'Status' field. Click [Save], [Yes], and [Submit]. Select "Client A" and access the 'Problem List' form. Click [View/Enter Problems]. Validate the problem is no longer displayed since it has been voided. Close the form. Dictionary Update - 'Allergy Status' dictionary Scenario 1: 'Allergies and Hypersensitivities' - validate report displays Specific Setup: A client must be enrolled in an existing episode (Client A). Steps Select "Client A" and access the 'Allergies and Hypersensitivities' form. Click [Update] and [New Row]. Enter the desired value in the 'Allergen/Reactant' field. Enter the desired date in the 'Date Recognized' field. Select any value in the 'Status' field. Select any value in the 'Reactions' field. Click [Save]. Populate desired or required fields and submit the form. Select "Client A" and access the 'Allergies and Hypersensitivities' form. Click [Display]. Validate the Crystal report opens in a new window and contains the current date and allergy entry. Click [Print Report]. Validate the report opens as a PDF in a new browser tab. Click [Print]. Validate the PDF report has access to your local printers and that the user can save as a PDF as well. Click [Cancel]. Close the PDF report tab. Switch back to the Crystal Report window. Click [Export]. Select "Adobe Acrobat (PDF)" in the 'Select A Format' field. Select "All" in the 'Page Range' field and click [OK]. Validate the report downloads. Click [Close Report]. Switch back to the 'Allergies and Hypersensitivities' form. Close the form. Scenario 2: Dictionary Update - Validate the 'Allergy Status' dictionary Steps Access the 'Dictionary Update' CWS form. Select "CWS" in the 'File' field. Select "Data Element Number" in the 'Data Element' field. Enter "10001" in the 'Data Element' field. Select "(10001) Status" in the 'Data Element' field. Enter any existing value in the 'Dictionary Code' field. Validate the 'Dictionary Value' field is populated accordingly. Validate the 'Extended Dictionary Data Element' field now contains "ONC Clinical Status" and "ONC Verified Status". Select "(13006) ONC Clinical Status" in the 'Extended Dictionary Data Element' field. Validate the 'Extended Dictionary Value (Single Dictionary)' field contains: "Active", "Inactive" and "Resolved". Select the desired value in the 'Extended Dictionary Value (Single Dictionary)' field. Select "(13007) ONC Verified Status" in the 'Extended Dictionary Data Element' field. Validate the 'Extended Dictionary Value (Single Dictionary)' field contains: "Confirmed", "Entered in Error", "Presumed", "Refuted", and "Unconfirmed". Select the desired value in the 'Extended Dictionary Value (Single Dictionary)' field. Click [Apply Changes]. Validate a message is displayed stating: "Filed!". Click [OK]. Select the "Print Dictionary" section. Select "CWS" in the 'File' field. Select "Individual Data Element" in the 'Individual or All Data Elements' field. Select "Data Element Number" in the 'Data Element' field. Enter "10001" in the 'Data Element' field. Select "(10001) Status" in the 'Data Element' field. Click [Print Dictionary]. Validate the report contains the updated dictionary values entered in the previous steps. Close the report and the form.	Topics • Dictionary • Problem List • Allergies and Hypersensitivities • NX • Allergy
Update 99 Summary \| Details Client Health Maintenance/Health Maintenance Guideline Definition - Facility - Dynamic Search Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Health Maintenance Guideline Definition - Facility Client Health Maintenance Scenario 1: Validate Health Maintenance Guideline Definition - Facility Steps Open the 'Health Maintenance Guideline Definition - Facility' form. Click the "Immunizations" button. Click "New Row". Set the 'Vaccine' field to any valid vaccine. Set the 'Dose' field to "1". Set the 'Age Fr' field to "16". Set the 'Age To' field to "70". Set "Yr/Mo" to "1" Set the 'Interval' to "1". Set "Interval Unit" to "3". Set "Interval Since" to "13". Set "Recurring" to "Yes". Click the "Save" button. Click the "Wellness" button. Click [New Row]. Set "Wellness Item" to "C". Select a wellness item from the dropdown. Set "Gender" to "Both". Set "Age From" to "21". Set "Age To" to "70". Set "Yr/Mo" to "Years". Set "Interval" to "1". Set "Interval Unit" to "Years". Set Recurring to "Yes". Click "Save" button. Click "Submit" button. Open the 'Health Maintenance Guideline Definition - Facility' form. Click "Yes" in the "Screen for Immunization/Allergy Interactions" radio button. Click the "List Facility Guidelines" button. Run the "Immunizations" report. Validate the immunizations listed are the ones that were data entered. Click "Close Report" button. Click the "List Facility Guidelines" button. Run the "Wellness Management" report. Validate the wellness items listed are the ones that were data entered. Click "Close Report". Click the "List Facility Guidelines" button. Run All reports. Validate the immunizations listed are the ones that were data entered. Validate the wellness items listed are the ones that were data entered. Click "Close Report". Click "Discard". Scenario 2: Validation of Client Health Maintenance - Wellness Items Grid Specific Setup: Two clients are enrolled in an existing episode (Client A and Client B). Steps Access the 'Client Health Maintenance' form. Select "Client A" in the 'Client ID' field. Click [Wellness - Update]. Click [New Row]. Select any value in the 'Wellness Item' field. Select any value in the 'Provided By' field. Enter the desired date in the 'Date' field. Select any value in the 'Administered By' field. Click [Save]. Select "Client B" in the 'Client ID' field. Click [Wellness - Update]. Validate the wellness item added for "Client A" is not displayed. Click [New Row]. Select any value in the 'Wellness Item' field. Select any value in the 'Provided By' field. Enter the desired date in the 'Date' field. Select any value in the 'Administered By' field. Click [Save] and [Submit]. Access the 'Client Health Maintenance' form. Select "Client B" in the 'Client ID' field. Click [Wellness - Update]. Validate the 'Wellness' table contains the wellness item filed in the previous steps. Close the form. Open the "Client Health Maintenance" form. Select a client. Click "List Wellness". Validate the wellness item(s) listed are the ones previously entered. Scenario 3: Validation of Client Health Maintenance - Immunization Items Grid Specific Setup: Two clients are enrolled in an existing episode (Client A and Client B). Steps Access the 'Client Health Maintenance' form. Select "Client A" in the 'Client ID' field. Click [Immunizations - Update]. Click [New Row]. Select "Yes" in the 'Refused' field. Validate the 'Reason' field is required. Select "No" in the 'Refused' field. Validate the 'Reason' field is not required. Select any value in the 'Vaccine' field. Select any value in the 'Dose' field. Select any value in the 'Provided By' field. Enter the desired date in the 'Date' field. Enter "1" in the 'Amount' field. Validate the 'Error' dialog contains "Must be a number with decimal places". Click [OK]. Enter ".50" in the 'Amount' field. Click [Save]. Select "Client B" in the 'Client ID' field. Click [Immunization - Update]. Validate the immunization added for "Client A" is not displayed. Click [New Row]. Select any value in the 'Vaccine' field. Select any value in the 'Dose' field. Select any value in the 'Provided By' field. Enter the desired date in the 'Date' field. Enter ".50" in the 'Amount' field. Select "Historical Information - From Parent's Recall (04)" in the 'Source of Immunization' field. Click [Save] and [Submit]. Access the 'Client Health Maintenance' form. Select "Client B" in the 'Client ID' field. Click [Immunizations - Update]. Validate the 'Immunization' table contains the immunization filed in the previous steps. Close the form. Open the "Client Health Maintenance" form. Click "List Immunizations" button. Validate the report reflects the Immunizations entered for the client. Close the form. Open the "Client Health Maintenance" form. Click "List Wellness" button. Validate the report reflects the wellness items entered for the client. Close the form.	Topics • Health Maintenance Guideline Definition • NX • Client Health Maintenance
Update 102 Summary \| Details Clinical Status and Verification Status dictionary codes Scenario 1: Dictionary Update (CWS) - Enhanced extended dictionaries Steps Open "Dictionary Update" in CWS. Click [Print Dictionary] Select "CWS" from the "File" drop down list. Select "Individual Data Element" in the "Individual or All Data Elements" field. Select "Data Element Number" under "Data Element" Enter code "16254" in the "Data Element" input field. Select "(16254) ONC Clinical Status" from the drop down list. Click [Print Dictionary]. Verify the list contains the following: 16254: ONC Clinical Status active = Active inactive = Inactive recurrence = Recurrence relapse = Relapse remission = Remission resolved = Resolved Enter code "16255" in the "Data Element" input field. Select "(16255) ONC Verified Status" from the drop down list. Click [Print Dictionary]. Verify the list contains the following: 16255: ONC Verified Status confirmed = Confirmed differential = Differential entered-in-error = Entered-in-error provisional = Provisional refuted = Refuted unconfirmed = Unconfirmed Close the form.	Topics • Dictionary • NX
Update 105 Summary \| Details Launching Flowsheet From Task List Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Task Definitions Task Associations Scenario 1: Task List - Task Definition that launches Flowsheet Specific Setup: A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Flowsheet must have a "Vital Signs" assessment configured with the tag: "PulseOx". An order code must exist for "Pulse Oximetry". Steps Access the 'Task Definitions' form. Select "Add" from the 'Add/Edit Task Definition' field. Set the 'New Task Code' field to "PulseOx" and press [Tab]. Set the 'Task Title' field to "Pulse Ox". Select "Flowsheet" from the 'Task Action Type' field and click [Submit]. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No]. Access the 'Task Associations' form. Select "Task Definition" from the 'Task Type' field. Set the 'Task Group/Definition' field to "Pulse Ox". Select "Pulse Ox (PulseOx)" from the 'Task Group/Definition' field. Select "Add" from the 'Add/Edit/Delete Association' field. Select "Order Entry" from the 'Order Event' field. Set the 'Order Code' field to "Pulse Oximetry". Select "Pulse Oximetry" from the 'Order Code' field. Click [Update Associations] and [Submit]. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No]. Select "Client A" and access the Order Entry Console. Search for and select "Pulse Oximetry" from the 'New Order' field. Select "Every Hour" from the 'Frequency' field. Set the 'Duration' field to "6" and click [Hours]. Click [Add to Scratchpad] and [Sign]. Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. Select the first task labeled: 'Pulse Ox' and click [Complete]. Validate that a 'Flowsheet Assessment' is launched in full screen. Complete all fields for the displayed assessment and click [Sign]. Validate the previously selected task labeled: 'Pulse Ox' has been removed.	Topics • myAvatar/myAvatar NX
Update 106 Summary \| Details Progress Notes modified to add additional 'Product Custom Logic' fields for use in calculating duration. Scenario 1: Progress Notes - Additional PCL fields for calculating Duration for a total of 32 fields. Specific Setup: Using 'Site Specific Section Modeling', select any 'Progress Notes' form to be modified with additional Integer fields. Add up to 32 'SS Note Integer' fields. For each Integer field being added, click on the 'Product Custom Logic' tab and select a 'Product Custom Logic Definition' from the list to use the selected 'Note Integer' field in the duration calculation. Example: For 'SS Note Integer 32', select 'Use as Thirty Second Field To Calculate Duration'. Note: When using the 'Site Specific Section Modeling' Integer fields to calculate the Service Duration, the 'Session Start Time' and 'Session End Time' fields will be ignored for the Service Duration calculation. Steps Open the 'Progress Note' form that was modified in the 'Setup'. Complete all required fields. Note that the 'Duration' field will be disabled. The 'Duration' will be calculated based on the values entered in the 'SS Note Integer' field(s). Manual entry into the 'Duration' field is not allowed. Navigate to the 'SS Note Integer' fields. Set the value of each 'SS Note Integer' field to a numeric value, up to 8 digits. Note that negative values are not allowed. Verify the 'Duration' field contains the sum total value as entered in the 'SS Note Integer' fields. File the note. For 'Progress Notes' which are Document Routing enabled: Set 'Draft/Final' to 'Final'. Click [File Note]. Complete the required fields. When the note is displayed, verify the 'Service Duration' contains the sum total value as entered in the 'SS Note Integer' fields. Verify that each 'SS Note Integer' field is displayed in the note. Accept and finalize the document.	Topics • Site Specific Section Modeling • Progress Notes • NX
Update 108 Summary \| Details CareConnect Inbox - Client Attachments Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Patient Health Questionnaire-9 CareConnect Inbox Scenario 1: Treatment Plan - File a Treatment Plan with Document Routing Specific Setup: Client is enrolled in an existing episode (Client A) The 'Treatment Plan' form must have document routing enabled. Must have the 'My To Do's' widget configured on a view. Steps Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Enter "T" in the 'Plan Date' field. Validate the current date is displayed in the 'Plan Date' field. Click [Plan Date T]. Validate the current date is displayed in the 'Plan Date' field. Select any value in the 'Plan Type' field. Select any value from 'Problem List'. Click [New Row - Plan Participants]. Select any value from the 'Role' field in the 'Participation' section. Select 'Staff ID' and enter "Staff Member A". Validate that the selected staff member's name displays in the 'Participant Name' field. Select any value from the 'Plan Author' field. Select any value from the 'Notification' field. Add multiple staff members as needed. Enter any value in the 'Strengths' field. Enter any value in the 'Weakness' field. Enter any value in the 'Discharge Planning' field. Select "Draft" in the 'Draft/Final' field. Click [Launch Plan]. Select the problem from the 'Tree View'. Select any value from the 'Status' field. Click [Add New Goal]. Validate the 'Tree View' displays the new entry. Enter multiple lines of text in the 'Goal' field. Select any value from the 'Status' field. Click [Add New Objective]. Validate the 'Tree View' displays the new entry. Enter multiple lines of text in the 'Objective' field. Select any value from the 'Status' field. Click [Add New Intervention]. Validate the 'Tree View' displays the new entry. Select any value in the 'Status' field. Click [Return to Plan]. Select "Final" in the 'Draft/Final' field. Click [Submit]. Validate the treatment plan data displays as expected in the 'Document Routing' screen. Click [Sign and Route]. Enter the password and click [Verify]. Select the staff member associated with the logged in user in the 'Route Document To' field and click [Add] Click [Submit] Access the 'My To Do's' widget. Click [My To Do's]. Validate the record for "Client A" and click [Review]. Validate the treatment plan data displays as expected in the 'Document Preview'. Click [Accept] and [Sign]. Enter the password and click [Verify]. Validate the record is no longer present. Close the 'To Do's'. Scenario 2: Progress Notes (Group and Individual) - File a new service note with document routing enabled Specific Setup: Document Routing must be enabled on the 'Progress Notes (Group and Individual)' form. A client must be enrolled in an active episode (Client A). Google Chrome Browser settings are set to enable Autofill for passwords and the logged in user's password has been saved. Steps Select "Client A" from the 'My Clients' list and access the 'Progress Notes (Group and Individual)' form. Select any value from the 'Select Episode' field. Select "New Service" from the 'Progress Notes For' field. Select any value from the 'Note Type' field. Set the 'Notes Field' to any value. Set the 'Date Of Service' field to the current date. Set the 'Service Charge Code' field to any value. Select "Final" from the 'Draft/Final' field/ Click [Submit Note]. Validate that the 'Document Routing' dialog is displayed with the progress note data. Click [Accept]. Validate the 'Password' field autofill's with the user's password that is saved in Google Chrome. Click [OK]. Validate a 'Progress Notes message' is displayed stating: "Note Filed". Click [OK]. Click [Discard]. Access the 'Client Ledger' form. Set the 'Client ID' field to "Client A". Select "All Episodes" from the 'Claim/Episode/All Episodes' field. Select "Simple" from the 'Ledger Type' field. Select "Yes" from the 'Include Zero Charges' field. Click [Process]. Validate the Client Ledger Report page contains the service created in the previous steps. Click [Dismiss]. Scenario 3: Progress Notes (Group and Individual) - File a new service note with document routing enabled Specific Setup: Document Routing must be enabled on the 'Progress Notes (Group and Individual)' form. A client must be enrolled in an active episode (Client A). Google Chrome Browser settings are set to enable Autofill for passwords and the logged in user's password has been saved. Steps Select "Client A" from the 'My Clients' list and access the 'Progress Notes (Group and Individual)' form. Select any value from the 'Select Episode' field. Select "New Service" from the 'Progress Notes For' field. Select any value from the 'Note Type' field. Set the 'Notes Field' to any value. Set the 'Date Of Service' field to the current date. Set the 'Service Charge Code' field to any value. Select "Final" from the 'Draft/Final' field/ Click [Submit Note]. Validate that the 'Document Routing' dialog is displayed with the progress note data. Click [Accept]. Validate the 'Password' field autofill's with the user's password that is saved in Google Chrome. Click [OK]. Validate a 'Progress Notes message' is displayed stating: "Note Filed". Click [OK]. Click [Discard]. Access the 'Client Ledger' form. Set the 'Client ID' field to "Client A". Select "All Episodes" from the 'Claim/Episode/All Episodes' field. Select "Simple" from the 'Ledger Type' field. Select "Yes" from the 'Include Zero Charges' field. Click [Process]. Validate the Client Ledger Report page contains the service created in the previous steps. Click [Dismiss]. Scenario 4: 'CareConnect Inbox' POV - Send a referral with client attachments Specific Setup: A client is enrolled in an existing episode (Client A). "Client A" has the records on file for the following: 'Ambulatory Progress Notes', 'Progress Notes (Group and Individual)', 'Treatment Plan', and 'Patient Health Questionnaire-9'. Must have access to the 'CareConnect Inbox' POV. Steps Access the 'CareConnect Inbox' POV. Start a new referral. Select the desired contact in the 'Add Contact' field. Enter the desired value in the 'Subject' field. Search for and select the desired provider in the 'Provider Search' field. Search for and select "Client A" in the 'Client Search' field. Click [Attach CCD]. Validate the generated CCD is displayed and click [Attach CCD]. Click [Client Attachments]. Select "Client A's" existing episode in the 'Episode' field. Select "Admission", "Ambulatory Progress Notes", "Progress Notes (Group and Individual)", "Treatment Plan", "Patient Health Questionnaire-9", and "Update Client Data" in the 'Forms to Attach' field. Click [Generate PDF]. Validate all of the client attachment PDF's are displayed. Select the 'Admission' PDF. Validate the admission data is displayed and there is no signature at the end of the document. Select the 'Ambulatory Progress Notes' PDF. Validate the progress note data is displayed and there is no signature at the end of the document. Select the 'Progress Notes (Group and Individual)' PDF. Validate the progress note data is displayed and there is no signature at the end of the document. Select the 'Patient Health Questionnaire-9' PDF. Validate the assessment data is displayed and there is no signature at the end of the document. Select the 'Treatment Plan' PDF. Validate the treatment plan data is displayed and there is no signature at the end of the document. Select the 'Update Client Data' PDF. Validate the client data is displayed and there is no signature at the end of the document. Send the referral. Scenario 5: Treatment Plan - File a Treatment Plan with Document Routing Specific Setup: Client is enrolled in an existing episode (Client A) The 'Treatment Plan' form must have document routing enabled. Must have the 'My To Do's' widget configured on a view. Steps Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Enter "T" in the 'Plan Date' field. Validate the current date is displayed in the 'Plan Date' field. Click [Plan Date T]. Validate the current date is displayed in the 'Plan Date' field. Select any value in the 'Plan Type' field. Select any value from 'Problem List'. Click [New Row - Plan Participants]. Select any value from the 'Role' field in the 'Participation' section. Select 'Staff ID' and enter "Staff Member A". Validate that the selected staff member's name displays in the 'Participant Name' field. Select any value from the 'Plan Author' field. Select any value from the 'Notification' field. Add multiple staff members as needed. Enter any value in the 'Strengths' field. Enter any value in the 'Weakness' field. Enter any value in the 'Discharge Planning' field. Select "Draft" in the 'Draft/Final' field. Click [Launch Plan]. Select the problem from the 'Tree View'. Select any value from the 'Status' field. Click [Add New Goal]. Validate the 'Tree View' displays the new entry. Enter multiple lines of text in the 'Goal' field. Select any value from the 'Status' field. Click [Add New Objective]. Validate the 'Tree View' displays the new entry. Enter multiple lines of text in the 'Objective' field. Select any value from the 'Status' field. Click [Add New Intervention]. Validate the 'Tree View' displays the new entry. Select any value in the 'Status' field. Click [Return to Plan]. Select "Final" in the 'Draft/Final' field. Click [Submit]. Validate the treatment plan data displays as expected in the 'Document Routing' screen. Click [Sign and Route]. Enter the password and click [Verify]. Select the staff member associated with the logged in user in the 'Route Document To' field and click [Add] Click [Submit] Access the 'My To Do's' widget. Click [My To Do's]. Validate the record for "Client A" and click [Review]. Validate the treatment plan data displays as expected in the 'Document Preview'. Click [Accept] and [Sign]. Enter the password and click [Verify]. Validate the record is no longer present. Close the 'To Do's'.	Topics • Treatment Plan • Progress Notes • Referral
Update 109 Summary \| Details Support is added for other products and modules Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Implantable Device List CareFabric Monitor Scenario 1: Implantable Device List - Validate the 'ClientMedicalDeviceCreated' SDK event Specific Setup: A client is enrolled in an existing episode (Client A). Avatar CWS 2022 Update 109 is required for full functionality. Steps Access the 'Implantable Device List' form. Select "Client A" in the 'Client Search' field. Select the desired device in the 'Unique Device Identifier Search' field. Click [File Implantable Device To Client]. Validate a message is displayed stating: Filed Successfully. Click [OK] and [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains a "ClientMedicalDeviceCreated" record. Click [Click To View Record]. Validate the 'auditInformation' - 'lastUpdatedByStaffMemberID' - 'id' field contains the logged in staff member. Validate the 'auditInformation' - 'lastUpdatedDate' field contains the current date/time. Validate the device data is displayed. Close the report and the form. Scenario 2: Implantable Device List - Form Validation Specific Setup: A client is enrolled in an existing episode (Client A). Steps Access the 'Implantable Device List' form. Select "Client A" in the 'Client Search' field. Select a device in the 'Unique Device Identifier Search' field. Verify the following fields in the "Device Information" section display data: Brand Name Version or Model Device Type Company Name Device Description What MRI safety information does the labeling contain Device required to be labeled as containing natural rubber latex or dry natural rubber? Verify the following fields in the "Production Identifiers" section display data. Note that not all fields will be populated, depending on the selected device: Batch/Lot Number Serial Number Expiration Date Manufacturing Date Donation Identification Number Click [File Implantable Device To Client]. Click [OK] on the "Information: Filed Successfully" dialog. Click [Submit]. Access the 'Implantable Device List' form. Select "Client A" in the 'Client Search' field. Validate all fields display the data as filed previously. Click [Submit]. Scenario 3: Implantable Device List - SQL Table Validation Specific Setup: Avatar CareFabric 2022 Update 66 is required for full functionality. Steps Open 'Dictionary Update' for Avatar CWS. Click 'Print Dictionary'. Select 'Other CWS Tabled Files' in the 'File' field. Select 'Individual Data Element' in the 'Individual or All Data Elements' field. Set 'Data Element' to 'Device Type'. Click [Search]. Select '(40721) Device Type'. Click [Print Dictionary]. Verify Device Type list displays. Close the report. Close the form. Using Crystal Reports or any other SQL report viewer, create a report against SYSTEM.cw_implantable_device. Include, at a minimum, the following tables: PATID device_type_code device_type_value data_entry_date device_identifier Run the report. Verify the above fields contain data. Close the report.	Topics • CareFabric Monitor • Implantable Device List • Query/Reporting
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: 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 Access the 'Site Specific Section Modeling' form. Select "(Treatment Plan) Treatment Plan" in the 'Site Specific Section' field. Select the 'Prompt Definition' section. Select "Problems" in the 'Prompt Definition' table. Click [Edit Selected Item]. Validate the 'Exclude from Data Collection Instrument' field is enabled and can be edited. Validate the 'Exclude from Data Collection Instrument' field contains "No" as the default value. Select "Yes" in the 'Exclude from Data Collection Instrument' field. Click [Submit]. Select “Client A” and access the ‘Treatment Plan’ form. Set the ‘Plan Date’ field to the current date. Set the ‘Plan Name’ to any value. Select any value in the ‘Plan Type’ field. Validate the 'Problems grid' is not displayed. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan]. Click [Add New Problem]. Set the ‘Problem Code’ field to any value. Select “Active” in the ‘Status (Problem List)’ field. Set the ‘Problem’ field to any value. Select any value in the ‘Status’ field. Click [Add New Goal]. Set the ‘Goal’ field to any value. Select any value in the ‘Status’ field. Click [Add New Objective]. Set the ‘Objective’ field to any value. Select any value in the ‘Status’ field. Click [Add New Intervention]. Set the ‘Intervention’ field to any value. Select any value in the ‘Status’ field. Click [Back to Plan Page]. Close the form. Select “Client A” and access the ‘Treatment Plan’ form. Validate the ‘Load From Backup’ dialog displays with a message stating: “You have an unsubmitted backup of a plan from [the current date] and [the current time]. Would you like to load it instead of creating a new one?" and click [Yes]. Click [Launch Plan]. Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added. Click [Exit to Home View].	Topics • Treatment Plan
Update 13.1 Summary \| Details 'Treatment Plan' form - 'Default From Previous Plan' registry setting 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 Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Verify the 'Do you want to default plan information form a previously entered plan?' dialog is displayed. Click [Yes]. Select "Plan A" in the 'Default From Previous' field. Click [OK]. Enter the desired date in the 'Please Enter Plan Date' field. Click [OK]. Verify the 'Are you sure you want to default information from this plan?' dialog is displayed. Click [Yes]. Enter the current date in the 'Plan Date' field. Select any value in the 'Plan Type' field. Select 'Draft' in the 'Treatment Plan Status' field. Validate the 'Strengths' field contains the information defaulted in from "Plan A". Validate the 'Weaknesses' field contains the information defaulted in from "Plan A". Validate the 'Discharge Planning' field contains the information defaulted in from "Plan A". Click [Launch Plan]. Add a new problem, goal, objective and intervention. Click [Back to Plan Page]. Validate the 'Strengths' field contains the information defaulted in from "Plan A". Validate the 'Weaknesses' field contains the information defaulted in from "Plan A". Validate the 'Discharge Planning' field contains the information defaulted in from "Plan A". Select "Final" in the 'Treatment Plan Status' field. 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 Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Verify the 'Do you want to default plan information from a previously entered plan?' dialog is displayed. Click [Yes]. Select "Plan A" in the 'Default From Previous' field. Click [OK]. Enter the desired date in the 'Please Enter Plan Date' field. Click [OK]. Verify the 'Are you sure you want to default information from this plan?' dialog is displayed. Click [Yes]. Enter the current date in the 'Plan Date' field. Select any value in the 'Plan Type' field. Select 'Draft' in the 'Treatment Plan Status' field. Validate the 'Strengths' field contains no values defaulted in from "Plan A". Validate the 'Weaknesses' field contains no values defaulted in from "Plan A". Validate the 'Discharge Planning' field contains no values defaulted in from "Plan A". Click [Launch Plan]. Add a new problem, goal, objective, and intervention. Click [Back to Plan Page]. Select "Final" in the 'Treatment Plan Status' field. Click [Submit]. 'Treatment Plan' form - Scrolling Free Text fields 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 Select “Client A” and access the ‘Treatment Plan’ form. Set the ‘Plan Date’ field to the current date. Set the ‘Plan Name’ to any value. Select any value in the ‘Plan Type’ field. Set the 'Strengths' field to any value. Set the 'Weaknesses' field to any value. Set the 'Discharge Planning' field to any value. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan]. Click [Add New Problem]. Set the ‘Problem Code’ field to any value. Select “Active” in the ‘Status (Problem List)’ field. Set the ‘Problem’ field to any value. Select any value in the ‘Status’ field. Click [Add New Goal]. Set the ‘Goal’ field to any value. Select any value in the ‘Status’ field. Click [Add New Objective]. Set the ‘Objective’ field to any value. Select any value in the ‘Status’ field. Click [Add New Intervention]. Set the ‘Intervention’ field to any value. Select any value in the ‘Status’ field. Click [Back to Plan Page]. Close the form. Select “Client A” and access the ‘Treatment Plan’ form. Validate the ‘Load From Backup’ dialog displays with a message stating: “You have an unsubmitted backup of a plan from [the current date] and [the current time]. Would you like to load it instead of creating a new one?" and click [Yes]. Validate the 'Strengths' field contains the value previously filed. Validate the 'Weaknesses' field contains the value previously filed. Validate the 'Discharge Planning' field contains the value previously filed. Click [Launch Plan]. Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added. 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 Select “Client A” and access the ‘Treatment Plan’ form. Set the ‘Plan Date’ field to the current date. Set the ‘Plan Name’ field to any value. Select any value in the ‘Plan Type’ field. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan]. Click [Add New Problem]. Set the ‘Problem Code’ field to any value. Select “Active” in the ‘Status (Problem List)’ field. Set the ‘Problem’ field to any value Select any value in the ‘Status’ field and click [Add New Goal]. Set the ‘Goal’ field to any value. Select any value in the ‘Status’ field and click [Add New Objective]. Set the ‘Objective’ field to any value. Select any value in the ‘Status’ field and click [Add New Intervention]. Set the ‘Intervention’ field to any value. Select any value in the ‘Status’ field and click [Back to Plan Page]. Click [Submit]. Select “Client A” and access the ‘Treatment Plan’ form. Select the treatment plan previously filed and click [Edit]. Click [Launch Plan]. Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps. 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 Select “Client A” and access the ‘Treatment Plan’ form. Set the ‘Plan Date’ field to the current date. Set the ‘Plan Name’ field to any value. Select any value in the ‘Plan Type’ field. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan]. Click [Add New Problem]. Set the ‘Problem Code’ field to any value. Select “Active” in the ‘Status (Problem List)’ field. Set the ‘Problem’ field to any value. Select any value in the ‘Status’ field and click [Add New Goal]. Set the ‘Goal’ field to any value. Select any value in the ‘Status’ field and click [Add New Objective]. Set the ‘Objective’ field to any value. Select any value in the ‘Status’ field and click [Add New Intervention]. Set the ‘Intervention’ field to any value. Select any value in the ‘Status’ field and click [Back to Plan Page]. Close the form. Select “Client A” and access the ‘Treatment Plan Copy’ form. Set the ‘Plan Date’ field to the current date. Set the ‘Plan Name’ field to any value. Select any value in the ‘Plan Type’ field. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan]. Click [Add New Problem]. Set the ‘Problem Code’ field to any value. Select “Active” in the ‘Status (Problem List)’ field. Set the ‘Problem’ field to any value. Select any value in the ‘Status’ field and click [Add New Goal]. Set the ‘Goal’ field to any value. Select any value in the ‘Status’ field and click [Add New Objective]. Set the ‘Objective’ field to any value. Select any value in the ‘Status’ field and click [Add New Intervention]. Set the ‘Intervention’ field to any value. Select any value in the ‘Status’ field and click [Back to Plan Page]. Click [Submit]. Select “Client A” and access the ‘Treatment Plan’ form. Click [Add]. 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]. Validate the ‘Plan Date’ field contains the current date. Validate the ‘Plan Name’ field contains the plan name previously filed. Validate the ‘Plan Type’ contains the value previously filed. Validate “Draft” is selected in the ‘Treatment Plan Status’ field and click [Launch Plan]. Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps. Click [Back to Plan Page] and [Submit]. Select “Client A” and access the ‘Treatment Plan Copy’ form. Select the plan previously filed and click [Edit]. Click [Launch Plan]. Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps. Click [Back to Plan Page] and close the form. Select “Client A” and access the ‘Treatment Plan’ form. Select the plan previously filed and click [Edit]. Click [Launch Plan]. Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps. Close the form. 'Treatment Plan' form - Problems List 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 Access the 'Site Specific Section Modeling' form. Select "(Treatment Plan) Treatment Plan" in the 'Site Specific Section' field. Select the 'Prompt Definition' section. Select "Problems" in the 'Prompt Definition' table. Click [Edit Selected Item]. Validate the 'Exclude from Data Collection Instrument' field is enabled and can be edited. Validate the 'Exclude from Data Collection Instrument' field contains "No" as the default value. Select "Yes" in the 'Exclude from Data Collection Instrument' field. Click [Submit]. Select “Client A” and access the ‘Treatment Plan’ form. Set the ‘Plan Date’ field to the current date. Set the ‘Plan Name’ to any value. Select any value in the ‘Plan Type’ field. Validate the 'Problems grid' is not displayed. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan]. Click [Add New Problem]. Set the ‘Problem Code’ field to any value. Select “Active” in the ‘Status (Problem List)’ field. Set the ‘Problem’ field to any value. Select any value in the ‘Status’ field. Click [Add New Goal]. Set the ‘Goal’ field to any value. Select any value in the ‘Status’ field. Click [Add New Objective]. Set the ‘Objective’ field to any value. Select any value in the ‘Status’ field. Click [Add New Intervention]. Set the ‘Intervention’ field to any value. Select any value in the ‘Status’ field. Click [Back to Plan Page]. Close the form. Select “Client A” and access the ‘Treatment Plan’ form. Validate the ‘Load From Backup’ dialog displays with a message stating: “You have an unsubmitted backup of a plan from [the current date] and [the current time]. Would you like to load it instead of creating a new one?" and click [Yes]. Click [Launch Plan]. Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added. Click [Exit to Home View].	Topics • Treatment Plan

Avatar_CWS_2022_Quarterly_Release_2022.03_Details.csv