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Avatar CWS 2023 Monthly Release 2023.00.01 Acceptance Tests

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Update 11 Summary | Details
Treatment Plan Interventions - 'Assigned Services' grid
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
  • Treatment Plan 13
Scenario 1: Treatment Plan (Interventions) - "Assigned Services" grid functionality
Specific Setup:
  • The client must be admitted to an active episode. (Client A).
  • Registry setting 'Avatar CWS->Treatment Plan->->->->Enable Service Entry Restriction by Client Treatment Plan' must be enabled.
  • Registry setting 'Avatar PM->System Maintenance->Program Maintenance->->->Activate Program/Service Code Filter' must be enabled.
  • Document routing must be enabled for the 'Treatment Plan' form through 'Document Routing Setup'.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Set the 'Plan Date' field to the current date.
  4. Select any value in the 'Plan Type' field.
  5. Select any value from the 'Problem List'.
  6. Enter any value in the 'Strengths' field.
  7. Enter any value in the 'Weakness' field.
  8. Enter any value in the 'Discharge Planning' field.
  9. Select "Draft" in the 'Draft/Final' field.
  10. Click [Launch Plan].
  11. Select the problem from the 'Tree View'.
  12. Select any value from the 'Status' field.
  13. Validate that all the fields display as expected.
  14. Add a 'Goal' and 'Objective' if desired and validate the fields display as expected.
  15. Click [Add New Intervention].
  16. Enter any value in the 'Intervention' text field.
  17. Select any value from the 'Status' field.
  18. Click [Add Service] in the 'Assigned Services' field.
  19. Validate the 'Assigned Services' gird fields are displayed in the following order: Service Program, Service Code, Frequency, Duration, Amount, Service Mode, Place of Service, Agency and Staff Responsible.
  20. Populate the 'Service Program' field.
  21. Enter a search value in the 'Service Code' field to bring up the listing of service code values.
  22. Select any service code.
  23. Validate that the service code field is populated as expected in the 'Service Code' field.
  24. Select any value in the 'Frequency' field.
  25. Select any value in the 'Duration' field.
  26. Enter any value in the 'Amount' field.
  27. Select any value in the 'Service Mode' field.
  28. Select any value in the 'Place of Service field.
  29. Enter and value in the 'Agency and Staff Responsible' field.
  30. Click [Add Service] in the 'Assigned Services' field.
  31. Populate all desired fields.
  32. Click [Return To Plan].
  33. Click [Submit].
  34. Select "Client A" and access the Chart View.
  35. Select "Treatment Plan" from the 'Forms List'.
  36. Validate the draft 'Treatment Plan' data filed in the previous steps is displayed.
  37. Validate the 'Assigned Services' field contains the data in the following order: Service Program, Service Code, Frequency, Duration, Amount, Service Mode, Place of Service, Agency and Staff Responsible.
  38. Close the chart.
  39. Select "Client A" and access the 'Treatment Plan' form.
  40. Click to edit the row just submitted.
  41. Click [Launch Plan].
  42. Click the 'Interventions' item on the plan tree.
  43. Click [Add New Intervention].
  44. Enter any value in the 'Intervention' text field.
  45. Select any value from the 'Status' field.
  46. In the 'Assigned Services' grid, click [Copy Service].
  47. In the 'Add Services From Other Interventions' dialog, choose the service added in the intervention previously submitted.
  48. Click [Copy].
  49. Validate that the 'Assigned Services' grid columns are populated with the service information, as expected.
  50. Click [Copy Service].
  51. Validate that the service previously copied is disabled and select the remaining service.
  52. Validate the services display as expected and neither are duplicated.
  53. Select the 'Assigned Services' row just added.
  54. Click the [Delete Service] button.
  55. Validate that the service row is removed from the 'Assigned Services' grid, as expected.
  56. Click [Return to Plan].
  57. Select "Final" in the 'Draft/Final' field.
  58. Click [Submit].
  59. Validate the document routing preview displays the 'Assigned Services' data in the following order: Service Program, Service Code, Frequency, Duration, Amount, Service Mode, Place of Service, Agency and Staff Responsible.
  60. Click [Accept].
  61. Enter the password associated with the logged in user and click [Verify].
  62. Select "Client A" and access the Chart View.
  63. Select "Treatment Plan" from the 'Forms List'.
  64. Validate the finalized 'Treatment Plan' data filed in the previous steps is displayed.
  65. Validate the 'Assigned Services' field contains the data in the following order: Service Program, Service Code, Frequency, Duration, Amount, Service Mode, Place of Service, Agency and Staff Responsible.
  66. Close the chart.
Topics
• Treatment Plan • Document Routing • Chart View
Update 12 Summary | Details
Results Entry - Delete Results
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Results Entry
  • Delete Result
Scenario 1: 'Results Entry' - Add/Edit/Delete Results
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Results Entry' form.
  2. Select "Add" in the 'Add/Edit/Delete Result' field.
  3. Populate all required and desired fields.
  4. Click [File Header Info].
  5. Validate a message is displayed stating: Header information filed.
  6. Click [OK].
  7. Select "Edit" in the 'Add/Edit/Delete Result' field.
  8. Click [Select Result].
  9. Select the result filed in the previous steps from the 'Select Result' dialog and click [OK].
  10. Validate all previously filed data is displayed.
  11. Update any desired fields.
  12. Click [File Header Info].
  13. Validate a message is displayed stating: Header information filed.
  14. Click [OK].
  15. Select "Delete" in the 'Add/Edit/Delete Result' field.
  16. Click [Select Result].
  17. Select the result filed in the previous steps from the 'Select Result' dialog and click [OK].
  18. Validate all previously filed data is displayed.
  19. Click [File Header Info].
  20. Validate a message is displayed stating: This will delete the selected result and all of its associated details. Are you sure you want to continue?
  21. Click [Yes]
  22. Validate a message is displayed stating: Result deleted.
  23. Click [OK] and [Exit Option].
Topics
• Results Entry
Update 14 Summary | Details
Progress Notes (Group and Individual) - Reject note workflow
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Practitioner Enrollment
  • Ambulatory Progress Notes
  • Clinical Document Viewer
  • User Role Definition
  • Progress Notes (Group and Individual)
  • Attending Practitioner
  • Client Ledger
Scenario 1: Ambulatory Progress Notes - Transcriber Default Author
Specific Setup:
  • Using the "Practitioner Enrollment" form, create 8 practitioners.
  • Admit a client into an outpatient episode, populate the "Attending Practitioner" field with the staff designated as "Practitioner 1" and designate this "Client A".
  • Admit a client into an outpatient episode, do not populate the "Attending Practitioner" field and designate this "Client B".
  • Using "User Role Definition" add or edit a user role to give users access to the form being tested, to not allow customization and to designate the user role as a transcriber and set the "Default Author" to "Practitioner 3". Designate this "User Role A".
  • Set up a user for each of the 8 practitioners using "User Definition".
  • User 1 must be "Practitioner 1" and should not be a transcriber on the "Document Routing" section.
  • User 2 must be "Practitioner 2" and should not be a transcriber on the "Document Routing" section.
  • User 3 must be "Practitioner 3" and should not be a transcriber on the "Document Routing" section.
  • User 4 must be "Practitioner 4" and should be designated a transcriber on the "Document Routing" section and should have "Practitioner 2" assigned as "Default Author" on the "Document Routing" section.
  • User 5 must be "Practitioner 5" and should be assigned to "User Role A" and designated a transcriber on the "Document Routing" section.
  • User 6 must be "Practitioner 6" and must be designated a transcriber but should have no "Default Author" defined on the "Document Routing" section.
  • User 7 must be "Practitioner 7", should be assigned to "User Role A" and should be designated a transcriber and should have the "Default Author" set to "Practitioner 3" on the "Document Routing" section.
  • User 8 must be "Practitioner 8", should be assigned to "User Role A" and should be designated a transcriber, the "Default Author" should be set to "Practitioner 2" on the "Document Routing" section.
  • All users must be given access to the form being tested on the "Forms and Table" section of the "User Definition" form.
  • All users must be set up to have a home view that contains the "MyToDo's" widget.
  • Using the "Document Routing Setup" form, enable document routing and allow transcriber for the form being tested.


Steps
  1. Test 1: User who is a transcriber, but has no default author assigned, client who has no attending practitioner. The result is the Select Author field will be blank.
  2. Login as "User 6".
  3. Using the "Ambulatory Progress Notes" form, generate a progress note for "Client B" and set it to final.
  4. Validate the "Select Author" field is blank.
  5. Set "Select Author" to "User/Practitioner 2".
  6. Log off and login as "User/Practitioner 2".
  7. Navigate to the "myToDo" widget.
  8. Select the transcription note that has transferred to this practitioner.
  9. Finalize the note and sign it.
  10. Open the "Clinical Document Viewer" form.
  11. Validate the form displays and prints.
  12. Validate the author column is correctly populated with the author in the SQL table "DocR.transcriber".
  13. Test 2: User who is a transcriber, but has no default author assigned, client who has an attending practitioner. The result is the Select Author will default to the client's attending practitioner.
  14. Login as "User 6".
  15. Using the "Ambulatory Progress Notes" form, generate a progress note and for "Client A" and set it to final.
  16. Validate "Select Author" defaults to "User/Practitioner 1".
  17. Log off and login as "User/Practitioner 1".
  18. Navigate to the "myToDo" widget.
  19. Select the transcription note that has transferred to this practitioner.
  20. Finalize the note and sign it.
  21. Open the "Clinical Document Viewer" form.
  22. Validate the form displays and prints.
  23. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  24. Test 3: User who is a transcriber, and has a default author assigned in the "User Definition" form, client who has an attending practitioner. The result is the Select Author field will default to the client's attending practitioner.
  25. Login as "User 4".
  26. Using the "Ambulatory Progress Notes" form, generate a progress note for "Client A" and set it to final.
  27. Validate "Select Author" defaults to "User/Practitioner 2".
  28. Log off and login as "User/Practitioner 2".
  29. Navigate to the "myToDo" widget.
  30. Select the transcription note that has transferred to this practitioner.
  31. Finalize the note and sign it.
  32. Open the "Clinical Document Viewer" form.
  33. Validate the form displays and prints.
  34. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  35. Test 4: User who is a transcriber, is assigned to a user role that has default author assigned, client who has an attending practitioner. The result is the Select Author field will default to the client's attending practitioner.
  36. Login as "User 5".
  37. Using the "Ambulatory Progress Notes" form, generate a progress note for "Client A" and set it to final.
  38. Validate "Select Author" defaults to "User/Practitioner 3".
  39. Log off and login as "User/Practitioner 3".
  40. Navigate to the "myToDo" widget.
  41. Select the transcription note that has transferred to this practitioner.
  42. Finalize the note and sign it.
  43. Open the "Clinical Document Viewer" form.
  44. Validate the form displays and prints.
  45. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  46. Test 5: User who is a transcriber, is assigned to a user role that has default author assigned, and has the same default author assigned on the user definition form and client who has an attending practitioner. The result is the Select Author field will default to the client's attending practitioner.
  47. Login as "User 7".
  48. Using the "Ambulatory Progress Notes" form, generate a progress note for "Client A" and set it to final.
  49. Validate "Select Author" defaults to "User/Practitioner 2".
  50. Log off and login as "User/Practitioner 2".
  51. Navigate to the "myToDo" widget.
  52. Select the transcription note that has transferred to this practitioner.
  53. Finalize the note and sign it.
  54. Open the "Clinical Document Viewer" form.
  55. Validate the form displays and prints.
  56. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  57. Test 6: User who is a transcriber, and has a default author assigned in the "User Definition" form, client who does not have an attending practitioner. The result is the Select Author field will default to the user's default author from "User Definition".
  58. Login as "User 4".
  59. Using the "Ambulatory Progress Notes" form, generate a progress note for "Client B" and set it to final.
  60. Validate "Select Author" defaults to "User/Practitioner 2".
  61. Log off and login as "User/Practitioner 2".
  62. Navigate to the "myToDo" widget.
  63. Select the transcription note that has transferred to this practitioner.
  64. Finalize the note and sign it.
  65. Open the "Clinical Document Viewer" form.
  66. Validate the form displays and prints.
  67. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  68. Test 7: User who is a transcriber, is assigned to a default author assigned in the "User Definition" form, is also assigned to a user role that has a default author assigned and a client who does not have an attending practitioner. The result is the Select Author field will default to the user's default author from "User Definition".
  69. Login as "User 8".
  70. Using the "Ambulatory Progress Notes" form, generate a progress note for "Client B" and set it to final.
  71. Validate "Select Author" defaults to "User/Practitioner 2".
  72. Log off and login as "User/Practitioner 2".
  73. Navigate to the "myToDo" widget.
  74. Select the transcription note that has transferred to this practitioner.
  75. Finalize the note and sign it.
  76. Open the "Clinical Document Viewer" form.
  77. Validate the form displays and prints.
  78. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  79. Test 8: User who is a transcriber, is assigned to a user role that has a default author assigned and a client who does not have an attending practitioner. The result is the Select Author field will default to the user's user role default author from "User Role Definition".
  80. Login as "User 8".
  81. Using the "Ambulatory Progress Notes" form, generate a progress note for "Client B" and set it to final.
  82. Validate "Select Author" defaults to "User/Practitioner 3".
  83. Log off and login as "User/Practitioner 3".
  84. Navigate to the "myToDo" widget.
  85. Select the transcription note that has transferred to this practitioner.
  86. Finalize the note and sign it.
  87. Open the "Clinical Document Viewer" form.
  88. Validate the form displays and prints.
  89. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  90. Test 9: User who is a transcriber, is assigned to a user role that has a default author assigned and a client who does not have an attending practitioner. The result is that no matter the default value, if you change the "Select Author" to someone else, the note will be routed to them.
  91. Login as "User 8".
  92. Using the "Ambulatory Progress Notes" form, generate a progress note for "Client B" and set it to final.
  93. Validate "Select Author" defaults to "User/Practitioner 2".
  94. Change the "Select Author" to "User/Transcriber 3".
  95. Log off and login as "User/Practitioner 3".
  96. Navigate to the "myToDo" widget.
  97. Select the transcription note that has transferred to this practitioner.
  98. Finalize the note and sign it.
  99. Open the "Clinical Document Viewer" form.
  100. Validate the form displays and prints.
  101. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  102. Test 10: User who is a transcriber, is assigned to a user role that has default author assigned, and has the same default author assigned on the user definition form, client who has an attending practitioner. Author rejected the initial note and returned to transcriber for corrections.
  103. Login as "User 7".
  104. Using the "Ambulatory Progress Notes" form, generate a progress note for "Client A" and set it to final.
  105. Validate "Select Author" defaults to "User/Practitioner 1".
  106. Log off and login as "User/Practitioner 1".
  107. Navigate to the "myToDo" widget.
  108. Select the transcription note that has transferred to this practitioner.
  109. Reject the note to send it back to the transcriber.
  110. Log off and login as "User 7".
  111. Navigate to the "myToDo" widget.
  112. Open the "Ambulatory Progress Notes" form from the myToDo's item.
  113. Correct and finalize the note.
  114. Validate "Select Author" defaults to "User/Practitioner 1".
  115. Log off and login as "User 1".
  116. Finalize the progress note.
  117. Navigate to the "myToDo" widget.
  118. Select the transcription note that has transferred to this practitioner.
  119. Finalize the progress note.
  120. Open the "Clinical Document Viewer" form.
  121. Validate the form displays and prints.
  122. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
Scenario 2: Progress Notes (Group and Individual) - Transcriber Default Author
Specific Setup:
  • Using the "Practitioner Enrollment" form, create 8 practitioners.
  • Admit a client into an outpatient episode, populate the "Attending Practitioner" field with the staff designated as "Practitioner 1" and designate this "Client A".
  • Admit a client into an outpatient episode, do not populate the "Attending Practitioner" field and designate this "Client B".
  • Using "User Role Definition" add or edit a user role to give users access to the form being tested, to not allow customization and to designate the user role as a transcriber and set the "Default Author" to "Practitioner 3". Designate this "User Role A".
  • Set up a user for each of the 8 practitioners using "User Definition".
  • User 1 must be "Practitioner 1" and should not be a transcriber on the "Document Routing" section.
  • User 2 must be "Practitioner 2" and should not be a transcriber on the "Document Routing" section.
  • User 3 must be "Practitioner 3" and should not be a transcriber on the "Document Routing" section.
  • User 4 must be "Practitioner 4" and should be designated a transcriber on the "Document Routing" section and should have "Practitioner 2" assigned as "Default Author" on the "Document Routing" section.
  • User 5 must be "Practitioner 5" and should be assigned to "User Role A" and designated a transcriber on the "Document Routing" section.
  • User 6 must be "Practitioner 6" and must be designated a transcriber but should have no "Default Author" defined on the "Document Routing" section.
  • User 7 must be "Practitioner 7", should be assigned to "User Role A" and should be designated a transcriber and should have the "Default Author" set to "Practitioner 3" on the "Document Routing" section.
  • User 8 must be "Practitioner 8", should be assigned to "User Role A" and should be designated a transcriber, the "Default Author" should be set to "Practitioner 2" on the "Document Routing" section.
  • All users must be given access to the form being tested on the "Forms and Table" section of the "User Definition" form.
  • All users must be set up to have a home view that contains the "MyToDo's" widget.
  • Using the "Document Routing Setup" form, enable document routing and allow transcriber for the form being tested.
Steps
  1. Test 1: User who is a transcriber, but has no default author assigned, client who has no attending practitioner. The result is the Select Author field will be blank.
  2. Login as "User 6".
  3. Using the "Progress Notes (Group and Individual)" form, generate a progress note for "Client B" and set it to final.
  4. Validate the "Select Author" field is blank.
  5. Set "Select Author" to "User/Practitioner 2".
  6. Log off and login as "User/Practitioner 2".
  7. Navigate to the "myToDo" widget.
  8. Select the transcription note that has transferred to this practitioner.
  9. Finalize the note and sign it.
  10. Open the "Clinical Document Viewer" form.
  11. Validate the form displays and prints.
  12. Validate the author column is correctly populated with the author in the SQL table "DocR.transcriber".
  13. Test 2: User who is a transcriber, but has no default author assigned, client who has an attending practitioner. The result is the Select Author will default to the client's attending practitioner.
  14. Login as "User 6".
  15. Using the "Progress Notes (Group and Individual)" form, generate a progress note and for "Client A" and set it to final.
  16. Validate "Select Author" defaults to "User/Practitioner 1".
  17. Log off and login as "User/Practitioner 1".
  18. Navigate to the "myToDo" widget.
  19. Select the transcription note that has transferred to this practitioner.
  20. Finalize the note and sign it.
  21. Open the "Clinical Document Viewer" form.
  22. Validate the form displays and prints.
  23. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  24. Test 3: User who is a transcriber, and has a default author assigned in the "User Definition" form, client who has an attending practitioner. The result is the Select Author field will default to the client's attending practitioner.
  25. Login as "User 4".
  26. Using the "Progress Notes (Group and Individual)" form, generate a progress note for "Client A" and set it to final.
  27. Validate "Select Author" defaults to "User/Practitioner 2".
  28. Log off and login as "User/Practitioner 2".
  29. Navigate to the "myToDo" widget.
  30. Select the transcription note that has transferred to this practitioner.
  31. Finalize the note and sign it.
  32. Open the "Clinical Document Viewer" form.
  33. Validate the form displays and prints.
  34. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  35. Test 4: User who is a transcriber, is assigned to a user role that has default author assigned, client who has an attending practitioner. The result is the Select Author field will default to the client's attending practitioner.
  36. Login as "User 5".
  37. Using the "Progress Notes (Group and Individual)" form, generate a progress note for "Client A" and set it to final.
  38. Validate "Select Author" defaults to "User/Practitioner 3".
  39. Log off and login as "User/Practitioner 3".
  40. Navigate to the "myToDo" widget.
  41. Select the transcription note that has transferred to this practitioner.
  42. Finalize the note and sign it.
  43. Open the "Clinical Document Viewer" form.
  44. Validate the form displays and prints.
  45. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  46. Test 5: User who is a transcriber, is assigned to a user role that has default author assigned, and has the same default author assigned on the user definition form and client who has an attending practitioner. The result is the Select Author field will default to the client's attending practitioner.
  47. Login as "User 7".
  48. Using the "Progress Notes (Group and Individual)" form, generate a progress note for "Client A" and set it to final.
  49. Validate "Select Author" defaults to "User/Practitioner 2".
  50. Log off and login as "User/Practitioner 2".
  51. Navigate to the "myToDo" widget.
  52. Select the transcription note that has transferred to this practitioner.
  53. Finalize the note and sign it.
  54. Open the "Clinical Document Viewer" form.
  55. Validate the form displays and prints.
  56. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  57. Test 6: User who is a transcriber, and has a default author assigned in the "User Definition" form, client who does not have an attending practitioner. The result is the Select Author field will default to the user's default author from "User Definition".
  58. Login as "User 4".
  59. Using the "Progress Notes (Group and Individual)" form, generate a progress note for "Client B" and set it to final.
  60. Validate "Select Author" defaults to "User/Practitioner 2".
  61. Log off and login as "User/Practitioner 2".
  62. Navigate to the "myToDo" widget.
  63. Select the transcription note that has transferred to this practitioner.
  64. Finalize the note and sign it.
  65. Open the "Clinical Document Viewer" form.
  66. Validate the form displays and prints.
  67. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  68. Test 7: User who is a transcriber, is assigned to a default author assigned in the "User Definition" form, is also assigned to a user role that has a default author assigned and a client who does not have an attending practitioner. The result is the Select Author field will default to the user's default author from "User Definition".
  69. Login as "User 8".
  70. Using the "Progress Notes (Group and Individual)" form, generate a progress note for "Client B" and set it to final.
  71. Validate "Select Author" defaults to "User/Practitioner 2".
  72. Log off and login as "User/Practitioner 2".
  73. Navigate to the "myToDo" widget.
  74. Select the transcription note that has transferred to this practitioner.
  75. Finalize the note and sign it.
  76. Open the "Clinical Document Viewer" form.
  77. Validate the form displays and prints.
  78. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  79. Test 8: User who is a transcriber, is assigned to a user role that has a default author assigned and a client who does not have an attending practitioner. The result is the Select Author field will default to the user's user role default author from "User Role Definition".
  80. Login as "User 8".
  81. Using the "Progress Notes (Group and Individual)" form, generate a progress note for "Client B" and set it to final.
  82. Validate "Select Author" defaults to "User/Practitioner 3".
  83. Log off and login as "User/Practitioner 3".
  84. Navigate to the "myToDo" widget.
  85. Select the transcription note that has transferred to this practitioner.
  86. Finalize the note and sign it.
  87. Open the "Clinical Document Viewer" form.
  88. Validate the form displays and prints.
  89. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  90. Test 9: User who is a transcriber, is assigned to a user role that has a default author assigned and a client who does not have an attending practitioner. The result is that no matter the default value, if you change the "Select Author" to someone else, the note will be routed to them.
  91. Login as "User 8".
  92. Using the "Progress Notes (Group and Individual)" form, generate a progress note for "Client B" and set it to final.
  93. Validate "Select Author" defaults to "User/Practitioner 2".
  94. Change the "Select Author" to "User/Transcriber 3".
  95. Log off and login as "User/Practitioner 3".
  96. Navigate to the "myToDo" widget.
  97. Select the transcription note that has transferred to this practitioner.
  98. Finalize the note and sign it.
  99. Open the "Clinical Document Viewer" form.
  100. Validate the form displays and prints.
  101. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  102. Test 10: User who is a transcriber, is assigned to a user role that has default author assigned, and has the same default author assigned on the user definition form, client who has an attending practitioner. Author rejected the initial note and returned to transcriber for corrections.
  103. Login as "User 7".
  104. Using the "Progress Notes (Group and Individual)" form, generate a progress note for "Client A" and set it to final.
  105. Validate "Select Author" defaults to "User/Practitioner 1".
  106. Log off and login as "User/Practitioner 1".
  107. Navigate to the "myToDo" widget.
  108. Select the transcription note that has transferred to this practitioner.
  109. Reject the note to send it back to the transcriber.
  110. Log off and login as "User 7".
  111. Navigate to the "myToDo" widget.
  112. Open the "Progress Notes (Group and Individual)" form from the myToDo's item.
  113. Correct and finalize the note.
  114. Validate "Select Author" defaults to "User/Practitioner 1".
  115. Log off and login as "User 1".
  116. Finalize the progress note.
  117. Navigate to the "myToDo" widget.
  118. Select the transcription note that has transferred to this practitioner.
  119. Finalize the progress note.
  120. Open the "Clinical Document Viewer" form.
  121. Validate the form displays and prints.
  122. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  123. Test 11: User who is a transcriber, has no default author assigned, is not assigned to a user role., client who has an attending practitioner. After note is transcribed, the client's attending practitioner is changed to another practitioner. Note remains with the original author and doesn't transfer to the new attending practitioner for the client.
  124. Login as "User 8".
  125. Using the "Progress Notes (Group and Individual)" form, generate a progress note for "Client A" and set it to final.
  126. Validate "Select Author" defaults to "User/Practitioner 1".
  127. Open the "Attending Practitioner" form and change the practitioner to "Practitioner 2".
  128. Log off and login as "User/Practitioner 2".
  129. Navigate to the "myToDo" widget.
  130. This user won't get a To Do for this item because the To do will stay with the original author.
  131. Log off and log in as "User/Practitioner 1".
  132. Navigate to the "myToDo's" widget.
  133. Select the transcription note that has transferred to this practitioner.
  134. Finalize the progress note.
  135. Open the "Clinical Document Viewer" form.
  136. Validate the form displays and prints.
  137. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
Scenario 3: Progress Notes (Group and Individual) - Reject document workflow
Specific Setup:
  • Using the "Document Routing Setup" form, enable document routing for the "Progress Notes (Group and Individual)" form.
  • Using the "User Definition" form, on the "Appointment Scheduling" section, setup the "Progress Notes (Group and Individual)" form so it appears on the right click menu in "Scheduling Calendar".
  • Enable the registry setting "Avatar CWS->Progress Notes->Progress Notes (Group and Individual)->->-Post Appointment When the Note Is Submitted".
  • Admit a new client or select an existing one who is enrolled in an outpatient program.
Steps
  1. Open the "Scheduling Calendar" form, create a new appointment for the test client.
  2. Right click on the new appointment and select the "Progress Notes (Group and Individual)" form.
  3. Generate a progress note, finalize it, and route it to an approver.
  4. Close the "Scheduling Calendar" form.
  5. Log off and login as the user who is the approver.
  6. Navigate to the "MyToDo" widget.
  7. Access the "Progress Notes (Group and Individual)" form and click the "Review" button.
  8. Click the "Reject" button.
  9. Click the "Sign" button.
  10. Close the "MyToDo" widget.
  11. Log off.
  12. Log back on as the user who was the progress note's author.
  13. Navigate to the "MyToDo" widget.
  14. Correct the note and finalize it.
  15. Click the "Sign" or "Accept" button (depending on configuration).
  16. Open the "Client Ledger" and validate a service was generated when the note was finalized.
  17. Open the "Clinical Document Viewer", validate the document is stored and can be retrieved.
  18. Open the "Scheduling Calendar" form.
  19. Create a new appointment for the test client.
  20. Close the "Scheduling Calendar" form.
  21. Open the "Progress Notes (Group and Individual)" form.
  22. Generate a progress note, finalize it, and route it to an approver.
  23. Log off and login as the user who is the approver.
  24. Navigate to the "MyToDo" widget.
  25. Access the "Progress Notes (Group and Individual)" form and click the "Review" button.
  26. Click the "Reject" button.
  27. Click the "Sign" button.
  28. Close the "MyToDo" widget.
  29. Log off.
  30. Log back on as the user who was the progress note's author.
  31. Navigate to the "MyToDo" widget.
  32. Correct the note and finalize it.
  33. Click the "Sign and Route" or "Accept and Route" button (depending on configuration).
  34. Route the document to an approver.
  35. Log off.
  36. Log back on as the user who is the approver.
  37. Navigate to the "MyToDo" widget.
  38. Click the "Review" button.
  39. Click the "Reject" button to reject the document a second time.
  40. Close the "ToDo" widget.
  41. Log off
  42. Log back on as the note's author.
  43. Navigate to the "MyTo" widget.
  44. Locate the note that was rejected again.
  45. Finalize the note and route to the approver again.
  46. Log off.
  47. Log in as the note's approver.
  48. Navigate to the "MyTo" widget.
  49. Locate the document and click "Accept" button.
  50. Click "Sign" button.
  51. Open the "Client Ledger" and validate a service was generated when the note was finalized.
  52. Open the "Clinical Document Viewer", validate the document is stored and can be retrieved.
  53. Open the "Scheduling Calendar" form, create a new appointment for the test client.
  54. Right click on the new appointment and select the "Progress Notes (Group and Individual)" form.
  55. Generate a progress note, finalize it, and route it to 2 approvers.
  56. Close the "Scheduling Calendar" form.
  57. Log off and login as a user who is an approver.
  58. Navigate to the "MyToDo" widget.
  59. Access the "Progress Notes (Group and Individual)" form and click the "Review" button.
  60. Click the "Reject" button.
  61. Click the "Sign" button.
  62. Close the "MyToDo" widget.
  63. Log off.
  64. Log back on as the user who is the progress note's author.
  65. Navigate to the "MyToDo" widget.
  66. Correct the note and finalize it.
  67. Click the "Sign" or "Accept" button (depending on configuration) and route to 2 approvers.
  68. Log off and login as a user who is an approver.
  69. Navigate to the "MyToDo" widget.
  70. Access the "Progress Notes (Group and Individual)" form and click the "Review" button.
  71. Click the "Accept" button.
  72. Click the "Sign" Button.
  73. Log off.
  74. Log in as the remaining approver.
  75. Access the "Progress Notes (Group and Individual)" form and click the "Review" button.
  76. Click the "Accept" button.
  77. Click the "Sign" Button.
  78. Log off.
  79. Log back on as the note's author.
  80. Open the "Client Ledger" and validate a service was generated when the note was finalized.
  81. Open the "Clinical Document Viewer", validate the document is stored and can be retrieved.
  82. Open the "Scheduling Calendar" form, create a new appointment for the test client.
  83. Right click on the new appointment and select the "Progress Notes (Group and Individual)" form.
  84. Generate a progress note, finalize it, and sign or accept it.
  85. Close the "Scheduling Calendar" form.
  86. Open the "Client Ledger" and validate a service was generated when the note was finalized.
  87. Open the "Clinical Document Viewer", validate the document is stored and can be retrieved.
Scenario 4: Ambulatory Progress Notes - Reject document workflow
Specific Setup:
  • Using the "Document Routing Setup" form, enable document routing for the "Ambulatory Progress Notes" form.
  • Using the "User Definition" form, on the "Appointment Scheduling" section, setup the "Ambulatory Progress Notes" form so it appears on the right click menu in "Scheduling Calendar".
  • Enable the registry setting "Avatar CWS->Progress Notes->Ambulatory Progress Notes->->->Post Appointment When the Note Is Submitted".
  • Admit a new client or select an existing one who is enrolled in an outpatient program.
Steps
  1. Open the "Scheduling Calendar" form, create a new appointment for the test client.
  2. Right click on the new appointment and select the "Ambulatory Progress Notes" form.
  3. Generate a progress note, finalize it, and route it to an approver.
  4. Close the "Scheduling Calendar" form.
  5. Log off and login as the user who is the approver.
  6. Navigate to the "MyToDo" widget.
  7. Access the "Ambulatory Progress Notes" form and click the "Review" button.
  8. Click the "Reject" button.
  9. Click the "Sign" button.
  10. Close the "MyToDo" widget.
  11. Log off.
  12. Log back on as the user who was the progress note's author.
  13. Navigate to the "MyToDo" widget.
  14. Correct the note and finalize it.
  15. Click the "Sign" or "Accept" button (depending on configuration).
  16. Open the "Client Ledger" and validate a service was generated when the note was finalized.
  17. Open the "Clinical Document Viewer", validate the document is stored and can be retrieved.
  18. Open the "Scheduling Calendar" form.
  19. Create a new appointment for the test client.
  20. Close the "Scheduling Calendar" form.
  21. Open the "Ambulatory Progress Notes" form.
  22. Generate a progress note, finalize it, and route it to an approver.
  23. Log off and login as the user who is the approver.
  24. Navigate to the "MyToDo" widget.
  25. Access the "Ambulatory Progress Notes" form and click the "Review" button.
  26. Click the "Reject" button.
  27. Click the "Sign" button.
  28. Close the "MyToDo" widget.
  29. Log off.
  30. Log back on as the user who was the progress note's author.
  31. Navigate to the "MyToDo" widget.
  32. Correct the note and finalize it.
  33. Click the "Sign and Route" or "Accept and Route" button (depending on configuration).
  34. Route the document to an approver.
  35. Log off.
  36. Log back on as the user who is the approver.
  37. Navigate to the "MyToDo" widget.
  38. Click the "Review" button.
  39. Click the "Reject" button to reject the document a second time.
  40. Close the "MyToDo" widget.
  41. Log off
  42. Log back on as the note's author.
  43. Navigate to the "MyToDo" widget.
  44. Locate the note that was rejected again.
  45. Finalize the note and route to the approver again.
  46. Log off.
  47. Log in as the note's approver.
  48. Navigate to the "MyToDo" widget.
  49. Locate the document and click "Accept" button.
  50. Click "Sign" button.
  51. Open the "Client Ledger" and validate a service was generated when the note was finalized.
  52. Open the "Clinical Document Viewer", validate the document is stored and can be retrieved.
  53. Open the "Scheduling Calendar" form, create a new appointment for the test client.
  54. Right click on the new appointment and select the "Ambulatory Progress Notes" form.
  55. Generate a progress note, finalize it, and route it to 2 approvers.
  56. Close the "Scheduling Calendar" form.
  57. Log off and login as a user who is an approver.
  58. Navigate to the "MyToDo" widget.
  59. Access the "Ambulatory Progress Notes" form and click the "Review" button.
  60. Click the "Reject" button.
  61. Click the "Sign" button.
  62. Close the "MyToDo" widget.
  63. Log off.
  64. Log back on as the user who is the progress note's author.
  65. Navigate to the "MyToDo" widget.
  66. Correct the note and finalize it.
  67. Click the "Sign" or "Accept" button (depending on configuration) and route to 2 approvers.
  68. Log off and login as a user who is an approver.
  69. Navigate to the "MyToDo" widget.
  70. Access the "Ambulatory Progress Notes" form and click the "Review" button.
  71. Click the "Accept" button.
  72. Click the "Sign" Button.
  73. Log off.
  74. Log in as the remaining approver.
  75. Access the "Ambulatory Progress Notes" form and click the "Review" button.
  76. Click the "Accept" button.
  77. Click the "Sign" Button.
  78. Log off.
  79. Log back on as the note's author.
  80. Open the "Client Ledger" and validate a service was generated when the note was finalized.
  81. Open the "Clinical Document Viewer", validate the document is stored and can be retrieved.
  82. Open the "Scheduling Calendar" form, create a new appointment for the test client.
  83. Right click on the new appointment and select the "Ambulatory Progress Notes" form.
  84. Generate a progress note, finalize it, and sign or accept it.
  85. Close the "Scheduling Calendar" form.
  86. Open the "Client Ledger" and validate a service was generated when the note was finalized.
  87. Open the "Clinical Document Viewer", validate the document is stored and can be retrieved.
Topics
• Progress Notes • NX
Update 16 Summary | Details
Medical Note - Vital signs
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Vitals
  • Medical Note
  • Today's E&M Appointments
  • Patient Search
  • Flowsheet
  • Vitals Entry
  • Note Details
  • Finalize.Note Summary
Scenario 1: Verify the Flowsheet Vitals in 'Chart View'
Specific Setup:
  • User with access to the 'POV Flowsheet' widget
  • User with access to the 'Medical Note' widget
  • A client is enrolled in an existing episode (Client A).
  • Client with existing 'BSA' vitals record filed in 'Amputations' form
  • The 'Vitals Entry' form must be added to the Chart View
Steps
  1. Select "Client A" and select 'POV Flowsheet' widget.
  2. Click the [Vitals] tab.
  3. Select "No" in the 'Refused Vitals' field.
  4. Populate all remaining vital sign fields.
  5. Click [Sign] button.
  6. Verify the values that are populated is saved as expected in the respective fields in historical column.
  7. Select 'Medical Note' widget.
  8. Verify the existence of the [Facesheet] tab for "Client A".
  9. Click [Vitals] link on the left-hand menu bar.
  10. Click [Refresh].
  11. Verify the newly added vitals records from 'POV Flowsheet' is now displayed in the vitals entry table.
  12. Click the newly added vitals entry.
  13. Verify the vitals records saved from Flowsheet are populated in the vital sign fields in Medical Note.
  14. Click [Save].
  15. Verify the vitals records are saved successfully in Medical Note.
  16. Double click on "Client A" in the 'My Clients' widget.
  17. Validate the 'Chart View' is displayed.
  18. Select "Vitals Entry" from the left-hand side.
  19. Click [Refresh].
  20. Validate the vitals added for "Client A" are displayed.
Scenario 2: Medical Note - Vitals - Full Workflow
Specific Setup:
  • User with access to 'Medical Note' widget as a Provider
  • User with access to the 'POV Flowsheet' widget
  • The 'Vitals Entry' form must be added to the Chart View
  • A client is enrolled in an existing episode (Client A)
  • Client with existing 'BSA' vitals record filed in 'Amputations' form
  • "Pull to Note" configuration set on "Pull Vitals to Note Summary" is enabled in MedNote Admin Tool
Steps
  1. Select "Client A" and select 'Medical Note' widget.
  2. Verify the existence of the [Facesheet] tab for "Client A".
  3. Click [Vitals] link on the left-hand menu bar.
  4. Click [Add]
  5. Verify the 'Date Taken' field displays the current date.
  6. Verify the 'Time Taken' field displays the current time.
  7. Verify the 'Refused Vitals' field is defaulted to "No".
  8. Populate all remaining vital sign fields with the desired value.
  9. Click [Save].
  10. Verify the newly added vitals records are displayed in the Vitals Entry table.
  11. Select the "POV Flowsheet" widget.
  12. Click the [Vitals] tab.
  13. Verify the vitals records entered from MedNote are displayed in the desired vital sign fields in Flowsheet.
  14. Double click on "Client A" in the 'My Clients' widget.
  15. Validate the 'Chart View' is displayed.
  16. Select "Vitals Entry" from the left-hand side.
  17. Click [Refresh].
  18. Validate the vitals added for "Client A" are displayed.
  19. Click [Add].
  20. Validate the 'Vitals Entry' form opens.
  21. Select "Add" in the 'Update Vital Sign' field.
  22. Enter the desired date in the 'Date' field.
  23. Enter the desired time in the 'Time' field.
  24. Select "No" in the 'Refused Vitals' field.
  25. Populate all remaining vital sign fields including "Height" and "Weight" details.
  26. Click [Submit] and remain in the form.
  27. Navigate to the 'Chart View'.
  28. Click [Refresh].
  29. Validate the vitals added for "Client A" are displayed.
  30. Select 'Medical Note' widget.
  31. Verify the existence of the [Facesheet] tab for "Client A".
  32. Click [Vitals] link on the left-hand menu bar.
  33. Click [Refresh].
  34. Verify the newly added vitals records from 'Vitals Entry' form is now displayed in the Vitals Entry table.
  35. Click the newly added vitals entry from 'Vitals Entry' form.
  36. Verify the vitals records saved from 'Vitals Entry' form are populated in the vital sign fields in Medical Note.
  37. Click [Save].
  38. Verify the vitals records are saved successfully in Medical Note.
  39. Click the existing vitals entry.
  40. Click [Add another].
  41. Verify the 'Date Taken' field displays the current date.
  42. Verify the 'Time Taken' field displays the current time.
  43. Verify the 'Refused Vitals' field is defaulted to "No".
  44. Populate all remaining vital sign fields with the desired value.
  45. Click [Save].
  46. Verify the newly added vitals records are displayed in the Vitals Entry table.
  47. Navigate to the 'Chart View'.
  48. Click [Refresh].
  49. Validate the vitals added for "Client A" are displayed.
  50. Click [Edit].
  51. Validate the 'Vitals Entry' form opens.
  52. Select "Edit" in the 'Update Vital Sign' field.
  53. Click [Select Vital Sign].
  54. Select the newly added vitals entry from MedNote and click [Ok].
  55. Verify the vitals records that were added from MedNote are displayed in the desired vital sign fields.
  56. Update the vitals records for any vital signs.
  57. Click [Submit] and remain in the form.
  58. Navigate to the 'Chart View'.
  59. Click [Refresh].
  60. Validate the vitals added for "Client A" are updated.
  61. Select 'Medical Note' widget.
  62. Verify the existence of the [Facesheet] tab for "Client A".
  63. Click [Vitals] link on the left-hand menu bar.
  64. Click [Refresh].
  65. Verify the existing vitals records are updated to the desired value from 'Vitals Entry' form.
  66. Navigate to the 'Vitals Entry' form.
  67. Select "Delete" in the 'Update Vital Sign' field.
  68. Select the vitals record created in the previous steps.
  69. Click [Ok].
  70. Click [Submit].
  71. Select "Yes" from the "Are you sure you wish to delete this row?" message card.
  72. Verify the "Deleted" message card is displayed and click [Ok].
  73. Select "Yes" On "Form Return" pop-up window and remain in the form.
  74. Navigate to the 'Chart View'.
  75. Click [Refresh].
  76. Validate the vitals deleted for "Client A" are no longer displayed.
  77. Close the Chart.
  78. Select 'Medical Note' widget.
  79. Verify the existence of the [Facesheet] tab for "Client A".
  80. Click [Vitals] link on the left-hand menu bar.
  81. Click [Refresh].
  82. Verify the deleted vitals records from 'Vitals Entry' form are longer displayed in MedNote.
  83. Click [Add Note].
  84. Verify the existence of the "Note Details".
  85. Complete the required fields in "Note Details".
  86. Click [Save] and verify the existence of the [Facesheet] tab.
  87. Click [Vitals] link.
  88. Validate that the "Pull to Note" button is displayed in the blue header.
  89. Click [Pull to Note].
  90. Verify the loader is displayed and pull the desired vitals records into the current Note Summary.
  91. Click the [Finalize] tab.
  92. Click [Generate Note].
  93. Verify the desired vitals records are pulled into the current Note Summary under the "VITALS" section.
Topics
• Vitals • Chart View • Vitals Entry • Progress Notes • Medical Note