'Change User Id' updated to include draft progress notes.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Dynamic Form - Progress Notes
- Progress Notes (Group and Individual)
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'.
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Topics
• Change User ID
• NX
• Progress Notes
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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:
- AV78991 HS Discharge Summary
- User Defined form
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.
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Topics
• Treatment Plan
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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.
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Topics
• NX
• Review Results
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Disclosure Management will include Vitals data.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
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
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Topics
• Disclosure
• NX
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'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.
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Topics
• NX
• Vital Signs
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