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Avatar CWS 2023 Monthly Release 2023.01.00 Acceptance Tests

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Update 10 Summary | Details
Treatment Plan - Status Code
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Create New Treatment Plan
  • Site Specific Section Modeling (CWS)
  • Clinical Document Viewer
  • Treatment Plan Number 7
  • Admission
  • Treatment Plan
  • TO DO'S
Scenario 1: Treatment Plan - Status Default
Specific Setup:
  • Test client admitted into an outpatient episode.
  • Using "Site Specific Section Modeling", access each of the sections of the "Treatment Plan" form and enable the "Default to Specific Value on Addition of a New Table Row" field and select the default value from "Default (Dictionary - Single Response)" drop down.
  • Using "Create New Treatment Plan" form, create a new treatment plan copy.
  • Using "User Definition", give the user access to the new treatment plan copy that was created.
  • Using "Site Specific Section Modeling", access each of the sections of the treatment plan copy form to disable the "Default to Specific Value on Addition of a New Table Row".
  • Using the "Document Routing Setup" form, enable document routing for the treatment plan copy.
Steps
  1. Open the "Registry Settings" form and check for the setting "Status Default Code".
  2. Validate the message "No Results found for Status Default Code" displays since this registry setting has been removed.
  3. Open the "Treatment Plan" form.
  4. Validate that on each of the sections of the treatment plan; problems, goals, objective, interventions, the "Status" field is populated with the value from the Site Specific Section Modeling "Status" field.
  5. Open the treatment plan copy that was created during this test.
  6. Validate that on each of the sections of the treatment plan; problems, goals, objective, interventions, the "Status" field is not defaulted.
Scenario 2: 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.
  • The 'Set Current Status To Active When Plan Is Finalized' registry setting is set to "N" for the 'Treatment Plan' form.
  • The 'Set Current Status To Completed On Plan End Date' registry setting is set to "N" for the 'Treatment Plan' form.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Enter the current date is displayed in the 'Plan Date' field.
  4. Select the desired date in the 'Plan Date' field.
  5. Select the desired value in the 'Plan Type' field
  6. Select "Draft" in the 'Treatment Plan Status' field.
  7. Validate "Draft" is now selected in the 'Current Status' field.
  8. Click [Launch Plan].
  9. Add a problem, goal, objective, and intervention.
  10. Click [Return to Plan] and [OK].
  11. Select "Final" in the 'Draft/Final' field.
  12. Select "Active" in the 'Current Status' field.
  13. Click [Submit].
  14. Validate a "Confirm Document" dialog is displayed for document routing.
  15. Validate all treatment plan data displays as expected. Please note: the 'Current Status' field will not be included in the document image. This is because the 'Current Status' field can be updated after a 'Treatment Plan' has been finalized.
  16. Click [Accept].
  17. Enter the password and click [Verify].
  18. Select "Client A" and access the 'Treatment Plan' form.
  19. Select the record from the previous steps and click [Edit].
  20. Validate a message is displayed stating: This plan is marked as Final. Only the following field(s) may be updated: 'Current Status'. Do you want to continue?
  21. Click [Yes].
  22. Validate the plan displays as expected and fields are disabled, except for the 'Current Status' field.
  23. Select "Completed" in the 'Current Status' field.
  24. Click [Submit].
  25. Validate a message is displayed stating: The following fields are updated: 'Current Status'.
  26. Click [OK].
  27. Select "Client A" and access the 'Treatment Plan' form.
  28. Select the record from the previous steps and click [Edit].
  29. Validate a message is displayed stating: This plan is marked as Final. Only the following field(s) may be updated: 'Current Status'. Do you want to continue?
  30. Click [Yes].
  31. Validate "Completed" is selected in the 'Current Status' field.
  32. Close the form.
Treatment Plan - Transcriber ToDo
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Treatment Plan
  • Clinical Document Viewer
  • Practitioner Enrollment
  • User Role Definition
  • Treatment Plan Number 1
Scenario 1: Episodic Treatment Plans - 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 "Treatment Plan" 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's" 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, 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 "Default Author" in the "User Definition".
  14. Login as "User 4".
  15. Using the "Treatment Plan" form, generate a progress note for "Client A" and set it to final.
  16. Validate "Select Author" defaults to "User/Practitioner 2".
  17. Log off and login as "User/Practitioner 2".
  18. Navigate to the "myToDo's" 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, 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".
  25. Login as "User 8".
  26. Using the "Treatment Plan" form, generate a progress note for "Client B" 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's" 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, 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 "Default Author" from the "User Definition" form.
  36. Login as "User 7".
  37. Using the "Treatment Plan" form, generate a progress note for "Client A" and set it to final.
  38. Validate "Select Author" defaults to "User/Practitioner 2".
  39. Log off and login as "User/Practitioner 2".
  40. Navigate to the "myToDo's" 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, client who has an attending practitioner. The result is the Select Author field will default to the "Default Author" from the "User Role Definition".
  47. Login as "User 5".
  48. Using the "Treatment Plan" form, generate a progress note for "Client A" and set it to final.
  49. Validate "Select Author" defaults to "User/Practitioner 3".
  50. Log off and login as "User/Practitioner 3".
  51. Navigate to the "myToDo's" 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, 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".
  58. Login as "User 5".
  59. Using the "Treatment Plan" form, generate a progress note for "Client B" and set it to final.
  60. Validate "Select Author" defaults to "User/Practitioner 3".
  61. Log off and login as "User/Practitioner 3".
  62. Navigate to the "myToDo's" 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, has no "Default Author" in "User Definition" and a client who does not have an attending practitioner. The result is the Select Author field will default to blank.
  69. Login as "User 6".
  70. Using the "Treatment Plan" 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's" 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, has no "Default Author" defined client who has an attending practitioner. Author rejected the initial note and returned to transcriber for corrections.
  80. Login as "User 6".
  81. Using the "Treatment Plan" form, generate a progress note for "Client A" and set it to final.
  82. Validate "Select Author" defaults to "User/Practitioner 2".
  83. Log off and login as "User/Practitioner 2".
  84. Navigate to the "myToDo's" widget.
  85. Select the transcription note that has transferred to this practitioner.
  86. Reject the note to send it back to the transcriber.
  87. Log off and login as "User 6".
  88. Navigate to the "myToDo's" widget.
  89. Open the "Treatment Plan" form from the myToDo's item.
  90. Correct and finalize the note.
  91. Validate "Select Author" defaults to "User/Practitioner 2".
  92. Log off and login as "User 2".
  93. Finalize the progress note.
  94. Navigate to the "myToDo's" widget.
  95. Select the transcription note that has transferred to this practitioner.
  96. Finalize the progress note.
  97. Open the "Clinical Document Viewer" form.
  98. Validate the form displays and prints.
  99. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
Scenario 2: Treatment Plan - Transcriber and AutoSave
Specific Setup:
  • Enable the registry setting "Enable Automatic Backup".
  • Open the "User Definition" form.
  • Designate one user as a transcriber.
  • Designate another user as the "Default Author"
  • Open the "Document Routing Setup".
  • Enable document routing for the "Treatment Plan" or copy of a treatment plan form.
  • Admit a test client into any episode.
Steps
  1. Log into Avatar as the user designated as the transcriber.
  2. Open the "Treatment Plan" or copy of a treatment plan form.
  3. Create a treatment plan and finalize it.
  4. Route it to the default author.
  5. Log out of Avatar.
  6. Log in as the default author the document was routed to.
  7. Navigate to the "myToDo's" widget.
  8. Finalize the document by setting "Draft/Final" to "Final".
  9. Sign or Accept the document.
  10. Open the "Clinical Document Viewer" form.
  11. Retrieve the document that was just saved.
  12. Validate it displays as it was saved.
Progress Notes - Multiple Session Start and End Times
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Progress Notes (Group and Individual)
  • Clinical Document Viewer
  • Dynamic Form - Duplicate Service
Scenario 1: Progress Notes (Group and Individual) - Multiple Session Start and End times
Specific Setup:
  • Disable the registry setting "Allow Start - End Times to Extend Beyond Midnight".
  • Enable the registry setting "Multiple Start and End Times to Document Sessions".
  • Set the registry setting "Recalculate Service Duration When Service Start - End Times Updated" to "1&2&3&4".
  • Using "Document Routing Setup", enable document routing for the "Progress Notes (Group and Individual)" form.
  • Admit a test client.
Steps
  1. Open the "Progress Notes (Group and Individual)" form.
  2. Create an individual progress note for a "New Service".
  3. Enter in multiple session start - end times.
  4. Validate the "Service Duration" field equals the totals of the multiple session times.
  5. Finalize the note.
  6. Open the "Clinical Document Viewer" form.
  7. Validate the document that was just filed can be retrieved and displayed.
Scenario 2: Progress Notes (Group and Individual) - validate session start/end times
Specific Setup:
  • Client must be enrolled in an existing episode (Client A).
Steps
  1. Access the 'Registry Settings' form.
  2. Set the 'Limit Registry Settings to the Following Search Criteria' field to "Multiple Start and End Times".
  3. Click [View Registry Settings].
  4. Select "Multiple Start and End Times to Document Sessions".
  5. Click [OK].
  6. Set the 'Registry Setting Value' to "Y".
  7. Click [Submit] and close the form.
  8. Access the 'Progress Notes (Group and Individual)' form.
  9. Select "Client A" and the desired episode.
  10. Select "New Service" in the 'Progress Note For' field.
  11. Set the 'Session Start Time' and Session End Time' to the desired values and click [Add/Update Time].
  12. Validate the 'Service Duration' field contains the associated value.
  13. Select the 'myDay' view.
  14. Navigate back to the open 'Progress Note' form.
  15. Validate the 'Start/End Time(s)' field contains the value from the previous steps.
  16. Edit any desired fields.
  17. Select the 'myDay' view.
  18. Navigate back to the open 'Progress Note' form.
  19. Validate any changes were saved.
  20. Submit the note and close the form.
  21. Access the 'Registry Settings' form.
  22. Set the 'Limit Registry Settings to the Following Search Criteria' field to "Multiple Start and End Times".
  23. Click [View Registry Settings].
  24. Select "Multiple Start and End Times to Document Sessions".
  25. Click [OK].
  26. Set the 'Registry Setting Value' to "N".
  27. Click [Submit] and close the form.
  28. Access the 'Progress Notes (Group and Individual)' form.
  29. Select "Client A" and the desired episode.
  30. Select "New Service" in the 'Progress Note For' field.
  31. Set the 'Service Start Time' and 'Service End Time' fields to the desired value.
  32. Select the 'myDay' view.
  33. Navigate back to the open 'Progress Note' form.
  34. Validate the 'Service Start Time' and 'Service End Time' are saved.
  35. Submit the note and close the form.
Topics
• Treatment Plan • NX • Progress Notes • Registry Settings • Progress Notes (Group And Individual)
Update 15 Summary | Details
Progress Notes (Group and Individual) - The 'Default Staff Associated with Current Login User' registry setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Ambulatory Progress Notes
  • Progress Notes (Group and Individual)
Scenario 1: Progress Notes (Group and Individual) - Validate the 'Default Staff Associated with Login User' registry setting for group notes
Specific Setup:
  • An existing group is defined (Group A).
  • The 'Default Staff Associated With Current Login User' registry setting is set to "Y" for the 'Progress Notes (Group and Individual)' form.
  • The logged in user must have an associated practitioner (Practitioner A).
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select the "Group Default Notes" section.
  3. Validate the 'Practitioner' field contains "Practitioner A".
  4. Enter the current date in the 'Date of Group' field.
  5. Select the desired value in the 'Note Type' field.
  6. Select "Independent Note" in the 'Progress Note For' field.
  7. Select "Group A" in the 'Group Name Or Number' field.
  8. Enter the desired value in the 'Notes Field' field.
  9. Click [File Note] and [OK].
  10. Select the "Individual Progress Notes" section.
  11. Select "Group A" in the 'Group Name' field.
  12. Enter the current date in the 'Note Date' field.
  13. Validate the 'Select Note to Edit' field contains group scratch notes for all group members.
  14. Select a note for one of the group members in the 'Select Note To Edit' field.
  15. Validate all fields populate based off the values entered in the group note.
  16. Validate the 'Practitioner' field contains "Practitioner A".
  17. Individualize the note as desired and file the note.
  18. Repeat as needed for any additional group members.
  19. Close the form.
Progress Notes (Group and Individual) - Group Default Notes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Ambulatory Progress Notes
  • Progress Notes (Group and Individual)
  • Group Progress Note
  • Client Ledger
  • Site Specific Section Modeling (CWS)
Scenario 1: Progress Notes (Group and Individual) - Add multiple clients to group by unit
Specific Setup:
  • A group (Group A) is defined with two clients (Client A & Client B).
  • Two other clients (Client C & Client D) are enrolled in inpatient episodes and are assigned to a unit (Unit A).
  • The following fields must be added to the 'Group Default Notes' section of the 'Progress Notes (Group and Individual)' form in 'Site Specific Section Modeling:
  • 'Add to Group - Use Caseload or Unit for Selection'
  • 'Unit'
  • 'Select Clients'
  • 'Add Selected Clients to Group List'
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Navigate to "Group Default Notes" section.
  3. Enter the current date in the 'Date Of Group' field.
  4. Select the desired value in 'Note Type' field.
  5. Select "Independent Note" in the 'Progress Note For' field.
  6. Select "Group A" in the 'Group Name Or Number' field.
  7. Enter the desired value in the 'Note' field.
  8. Validate the 'Client Who Attended Group' field contains all the group members of "Group A".
  9. Click [Add Client To Group].
  10. Validate the 'Add to Group - Use Caseload or Unit for Selection' field becomes enabled.
  11. Select "Unit" in the 'Add to Group - Use Caseload or Unit for Selection' field.
  12. Validate the 'Unit' field becomes enabled and required.
  13. Select "Unit A" in the 'Unit' field.
  14. Select "Client C" and "Client D" in the 'Unit' field.
  15. Click [Add Selected Clients to Group List].
  16. Validate the 'Client Who Attended Group' field contains "Client A", "Client B", "Client C", and "Client D".
  17. Click [File Note].
  18. Navigate to the "Individual Progress Notes" section.
  19. Select "Group A" in the 'Group Name Or Number' field.
  20. Enter the current date in the 'Note Date' field.
  21. Validate the 'Select Note to Edit' field contains group scratch notes for "Client A", "Client B", "Client C" and "Client D".
  22. Select the note for "Client A" in the 'Select Note To Edit' field.
  23. Validate all fields populate based off the values entered in the group note.
  24. Individualize the note as desired and file the note.
  25. Repeat as needed for "Client B", "Client C", and "Client D".
  26. Close the form.
Scenario 2: Progress Notes (Group and Individual) - Add multiple clients to group by caseload
Specific Setup:
  • A group (Group A) is defined with two clients (Client A & Client B).
  • Two other clients are enrolled in active episodes and are part of the logged in user's caseload (Client C & Client D).
  • The following fields must be added to the 'Group Default Notes' section of the 'Progress Notes (Group and Individual)' form in 'Site Specific Section Modeling:
  • 'Add to Group - Use Caseload or Unit for Selection'
  • 'Unit'
  • 'Select Clients'
  • 'Add Selected Clients to Group List'
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Navigate to "Group Default Notes" section.
  3. Enter the current date in the 'Date Of Group' field.
  4. Select the desired value in 'Note Type' field.
  5. Select "Independent Note" in the 'Progress Note For' field.
  6. Select "Group A" in the 'Group Name Or Number' field.
  7. Enter the desired value in the 'Note' field.
  8. Validate the 'Client Who Attended Group' field contains all the group members of "Group A".
  9. Click [Add Client To Group].
  10. Validate the 'Add to Group - Use Caseload or Unit for Selection' field becomes enabled.
  11. Select "Caseload" in the 'Add to Group - Use Caseload or Unit for Selection' field.
  12. Validate the 'Select Clients' field exists and contains all active client's in the user's caseload.
  13. Select "Client C" and "Client D" in the 'Select Clients' field.
  14. Click [Add Selected Clients to Group List].
  15. Validate the 'Client Who Attended Group' field contains "Client A", "Client B", "Client C", and "Client D".
  16. Click [File Note].
  17. Navigate to the "Individual Progress Notes" section.
  18. Select "Group A" in the 'Group Name Or Number' field.
  19. Enter the current date in the 'Note Date' field.
  20. Validate the 'Select Note to Edit' field contains group scratch notes for "Client A", "Client B", "Client C" and "Client D".
  21. Select the note for "Client A" in the 'Select Note To Edit' field.
  22. Validate all fields populate based off the values entered in the group note.
  23. Individualize the note as desired and file the note.
  24. Repeat as needed for "Client B", "Client C", and "Client D".
  25. Close the form.
Progress Notes (Group and Individual) - 'Note Type' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
  • Practitioner Enrollment
Scenario 1: Progress Notes (Group and Individual) - Validate the 'Limit Note Types By Practitioner Category' registry setting when set to "Y"
Specific Setup:
  • An existing group is defined in 'Group Registration' (Group A).
  • The 'Limit Note Types By Practitioner Category' registry setting is set to "Y" for the 'Progress Notes (Group and Individual)' form.
  • The 'Limit Note Types' registry setting does not have a value.
  • The logged in user must have an associated practitioner (Practitioner A) that has "Nurse Practitioner" as their 'Practitioner Category' in 'Practitioner Enrollment'.
  • The '(10751) Note Type' CWS dictionary must have both active/inactive dictionary values defined with the following:
  • Some note types defined with the 'Practitioner Category' extended dictionary as "Nurse Practitioner".
  • Some note types defined with the 'Practitioner Category' extended dictionary as other categories not associated to the logged in practitioner.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select the "Group Default Notes" section.
  3. Enter the current date in the 'Date Of Group' field.
  4. Select "Practitioner A" in the 'Practitioner' field.
  5. Select "Independent Note" in the 'Progress Note For' field.
  6. Select "Group A" in the 'Group Name Or Number' field.
  7. Validate the 'Note Type' field contains only active dictionary values.
  8. Validate the 'Note Type' field contains only note types associated to "Practitioner A".
  9. Enter the desired value in the 'Note' field.
  10. Click [File Note].
  11. Validate a message is displayed stating: Progress notes are filed.
  12. Select the "Individual Progress Notes" section.
  13. Select "Group A" in the 'Group Name or Number' field.
  14. Enter the current date in the 'Note Date' field.
  15. Validate the 'Select Note To Edit' field contains group scratch notes for the clients in "Group A".
  16. Select a note in the 'Select Note To Edit' field.
  17. Validate the 'Note Type' field contains the previously filed value.
  18. Validate the 'Note Type' field contains only active dictionary values.
  19. Validate the 'Note Type' field contains only note types associated to "Practitioner A".
  20. Individualize the note as desired and file the note.
  21. Repeat as needed for remaining group members.
  22. Close the form.
Topics
• Progress Notes • Group Progress Notes • Registry Settings
Update 25 Summary | Details
Current Medications Widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Home Medications
  • Launch OrderConnect
  • Current Medication Profile
Scenario 1: NX - Current Medications Widget - Creating both Non-ISC and Rx Medications in OC
Specific Setup:
  • The user logged into the application must have access to the 'Current Medications' widget.
  • The 'Avatar CWS->System Maintenance->Current Medications Quick Form->Settings->->Show Medication History For The Last xxx Days' registry setting must be set to "60".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active inpatient episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the 'Launch OrderConnect' form.
  2. Click [Launch OrderConnect Prescriptions].
  3. Create an Rx for "Furosemide - 20 mg TAB, PO. Take two (2) tablets by mouth twice a day" that will have 'Days' equal to "30".
  4. Click the 'Non-ISC Rx' tab.
  5. Search for and select "Ozempic 1 MG Doses" and click [Add].
  6. Click the 'Rx Profile' tab.
  7. Validate the 'Current Medication Profile' contains "Furosemide - 20 mg TAB, PO. Take two (2) tablets by mouth twice a day" and "Ozempic 1 MG Doses".
  8. Close the Chart.
  9. Access the Order Entry Console and click the 'Home Medications' tab.
  10. Select "Active" in the 'Status' field.
  11. Validate the 'Order grid' contains a 'Reported' order for "Ozempic 1 MG Doses" and a 'Prescription' for "Furosemide 20 MG ORAL Tablet Take two (2) tablets by mouth twice a day (Refills: 0, Disp. Qty: 120 Tablet)" that starts on the current date.
  12. Access the 'Current Medications' widget and validate it contains "(OC) unique #: Furosemide - 20 MG, Tablet, Oral (2)Tablet Twice a Day" with a 'Start / End Date' of the current date and a date that is 30 days in the future" and "(OC) unique #: Ozempic 1 MG Doses - [Unknown]" with a category of "NonISC".
Scenario 2: NX - Current Medications Widget - ensure orders from Orders This Episode are displayed
Specific Setup:
  • The user logged into the application must have access to the 'Current Medications' widget.
  • The 'Avatar CWS->System Maintenance->Current Medications Quick Form->Settings->->Show Medication History For The Last xxx Days' registry setting must be set to "60".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active inpatient episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create a new pharmacy-type order.
  3. Access the 'Current Medications' widget and ensure that the new order is displayed.
Topics
• NX
2022 Update 125 Summary | Details
Task List - Stat and Unscheduled one-time-only pharmacy orders
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 - Discontinuing a One Time Only order with associated Task
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "onetime" and press Tab.
  4. Set the 'Task Title' field to "One Time Only" and click [Submit].
  5. Validate a message is displayed that states: "Form Return Task Definitions has completed. Do you wish to return to form?" and click [No].
  6. Access the 'Task Associations' form.
  7. Select "Task Definition" from the 'Task Type' field.
  8. Search for and select "One Time Only (onetime)" from the 'Task Group/Definition' field.
  9. Select "Add" from the 'Add/Edit/Delete Association' field.
  10. Select "Order Entry" from the 'Order Event' field.
  11. Search for and select "BIONECT 0.2 % CREAM TOPICAL APPLICATION" from the 'Order Code' field.
  12. Click [Update Associations] and [Submit].
  13. Validate a message is displayed that states: "Form Return Task Associations has completed. Do you wish to return to form?" and click [No].
  14. Select "Client A" and access the Order Entry Console.
  15. Search for and select "BIONECT 0.2 % CREAM TOPICAL APPLICATION" from the 'New Order' field.
  16. Set the 'Dose' field to "1".
  17. Select "app" from the 'Dose Unit' field.
  18. Select "ONE TIME ONLY" from the 'Freq' field.
  19. Set the 'Duration' field to "1" and click [Days].
  20. Click [Add to Scratchpad] and [Sign].
  21. Validate the 'Order grid' contains an order for "BIONECT 0.2 % TOPICAL APPLICATION CREAM 1 app, ONE TIME ONLY".
  22. Access the 'Task List' widget.
  23. Search for and select "Client A" from the 'Search Patients' field.
  24. Validate one "One Time Only" task is created under the 'Unscheduled' column.
  25. Access the Order Entry Console.
  26. Select the "BIONECT 0.2 % CREAM TOPICAL APPLICATION" order and click [D/C].
  27. Click [Add to Scratchpad] and [Sign].
  28. Access the 'Task List' widget.
  29. Search for and select "Client A" from the 'Search Patients' field.
  30. Validate the "One Time Only" task is removed from the Unscheduled column.
NX - Task List Enhancements
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Task List
  • Task Definitions
  • Task Associations
Scenario 1: Task List - Complete "Other" Order Types
Steps

Internal testing only.
Topics
• NX • myAvatar/myAvatar NX • Task List
Update 15.1 Summary | Details
Progress Notes (Group and Individual) - Remove Client From Group
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
  • Site Specific Section Modeling (CWS)
  • Group Progress Note
Scenario 1: Progress Notes (Group and Individual) - Remove Client From Group
Specific Setup:
  • A group (Group A) must be defined with two members (Client A & Client B).
  • The 'Progress Notes' widget must be accessible on the HomeView.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Navigate to "Group Default Notes" section.
  3. Enter the current date in the 'Date Of Group' field.
  4. Select the desired value in 'Note Type' field.
  5. Select "Independent Note" in the 'Progress Note For' field.
  6. Select "Group A" in the 'Group Name Or Number' field.
  7. Enter the desired value in the 'Note' field.
  8. Validate the 'Client Who Attended Group' field contains all the group members of "Group A".
  9. Click [Remove Client From Group].
  10. Validate the 'Removal Selection' field is now enabled.
  11. Select "Client A" in the 'Removal Selection' field.
  12. Validate a message is displayed stating: Are you sure you want to remove "Client A" from the group session?
  13. Click [Yes].
  14. Validate the 'Client Who Attended Group' field no longer contains "Client A".
  15. Click [File Note].
  16. Navigate to the "Individual Progress Notes" section.
  17. Select "Group A" in the 'Group Name Or Number' field.
  18. Enter the current date in the 'Note Date' field.
  19. Validate the 'Select Note to Edit' field contains a group scratch note for "Client B".
  20. Select the note for "Client A" in the 'Select Note To Edit' field.
  21. Validate all fields populate based off the values entered in the group note.
  22. Individualize the note as desired and file the note.
  23. Close the form.
  24. Select "Client B" and access the 'Progress Notes' widget.
  25. Validate the progress note filed in the previous steps is displayed.
Scenario 2: Progress Notes (Group and Individual) - Add and remove clients from group
Specific Setup:
  • A group (Group A) is defined with two clients (Client A & Client B).
  • Two other clients (Client C & Client D) are enrolled in inpatient episodes and are assigned to a unit (Unit A).
  • The following fields must be added to the 'Group Default Notes' section of the 'Progress Notes (Group and Individual)' form in 'Site Specific Section Modeling:
  • 'Add to Group - Use Caseload or Unit for Selection'
  • 'Unit'
  • 'Select Clients'
  • 'Add Selected Clients to Group List'
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Navigate to "Group Default Notes" section.
  3. Enter the current date in the 'Date Of Group' field.
  4. Select the desired value in 'Note Type' field.
  5. Select "Independent Note" in the 'Progress Note For' field.
  6. Select "Group A" in the 'Group Name Or Number' field.
  7. Enter the desired value in the 'Note' field.
  8. Validate the 'Client Who Attended Group' field contains all the group members of "Group A".
  9. Click [Remove Client From Group].
  10. Validate the 'Removal Selection' field is now enabled.
  11. Select "Client A" in the 'Removal Selection' field.
  12. Validate a message is displayed stating: Are you sure you want to remove "Client A" from the group session?
  13. Click [Yes].
  14. Validate the 'Client Who Attended Group' field no longer contains "Client A".
  15. Click [Add Client To Group].
  16. Validate the 'Client To Be Added To Group' field is now enabled.
  17. Search for and select "Client A" in the 'Client To Be Added To Group' field.
  18. Validate a message is displayed stating: Are you sure you want to add "Client A" to the group?
  19. Click [Yes].
  20. Validate the 'Client Who Attended Group' field now contains "Client A" again.
  21. Click [Add Client To Group].
  22. Validate the 'Add to Group - Use Caseload or Unit for Selection' field becomes enabled.
  23. Select "Unit" in the 'Add to Group - Use Caseload or Unit for Selection' field.
  24. Validate the 'Unit' field becomes enabled and required.
  25. Select "Unit A" in the 'Unit' field.
  26. Select "Client C" and "Client D" in the 'Unit' field.
  27. Click [Add Selected Clients to Group List].
  28. Validate the 'Client Who Attended Group' field contains "Client A", "Client B", "Client C", and "Client D".
  29. Click [File Note].
  30. Navigate to the "Individual Progress Notes" section.
  31. Select "Group A" in the 'Group Name Or Number' field.
  32. Enter the current date in the 'Note Date' field.
  33. Validate the 'Select Note to Edit' field contains group scratch notes for "Client A", "Client B", "Client C" and "Client D".
  34. Select the note for "Client A" in the 'Select Note To Edit' field.
  35. Validate all fields populate based off the values entered in the group note.
  36. Individualize the note as desired and file the note.
  37. Repeat as needed for "Client B", "Client C", and "Client D".
  38. Close the form.
Progress Notes (Group and Individual) - Group Default Notes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
  • Ambulatory Progress Notes
  • Scheduling Calendar
  • TO DO'S
  • Client Ledger
  • Site Specific Section Modeling (CWS)
  • Group Progress Note
Scenario 1: Progress Notes (Group and Individual) - Add multiple clients to group by unit
Specific Setup:
  • A group (Group A) is defined with two clients (Client A & Client B).
  • Two other clients (Client C & Client D) are enrolled in inpatient episodes and are assigned to a unit (Unit A).
  • The following fields must be added to the 'Group Default Notes' section of the 'Progress Notes (Group and Individual)' form in 'Site Specific Section Modeling:
  • 'Add to Group - Use Caseload or Unit for Selection'
  • 'Unit'
  • 'Select Clients'
  • 'Add Selected Clients to Group List'
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Navigate to "Group Default Notes" section.
  3. Enter the current date in the 'Date Of Group' field.
  4. Select the desired value in 'Note Type' field.
  5. Select "Independent Note" in the 'Progress Note For' field.
  6. Select "Group A" in the 'Group Name Or Number' field.
  7. Enter the desired value in the 'Note' field.
  8. Validate the 'Client Who Attended Group' field contains all the group members of "Group A".
  9. Click [Add Client To Group].
  10. Validate the 'Add to Group - Use Caseload or Unit for Selection' field becomes enabled.
  11. Select "Unit" in the 'Add to Group - Use Caseload or Unit for Selection' field.
  12. Validate the 'Unit' field becomes enabled and required.
  13. Select "Unit A" in the 'Unit' field.
  14. Select "Client C" and "Client D" in the 'Unit' field.
  15. Click [Add Selected Clients to Group List].
  16. Validate the 'Client Who Attended Group' field contains "Client A", "Client B", "Client C", and "Client D".
  17. Click [File Note].
  18. Navigate to the "Individual Progress Notes" section.
  19. Select "Group A" in the 'Group Name Or Number' field.
  20. Enter the current date in the 'Note Date' field.
  21. Validate the 'Select Note to Edit' field contains group scratch notes for "Client A", "Client B", "Client C" and "Client D".
  22. Select the note for "Client A" in the 'Select Note To Edit' field.
  23. Validate all fields populate based off the values entered in the group note.
  24. Individualize the note as desired and file the note.
  25. Repeat as needed for "Client B", "Client C", and "Client D".
  26. Close the form.
Scenario 2: Progress Notes (Group and Individual) - Add multiple clients to group by caseload
Specific Setup:
  • A group (Group A) is defined with two clients (Client A & Client B).
  • Two other clients are enrolled in active episodes and are part of the logged in user's caseload (Client C & Client D).
  • The following fields must be added to the 'Group Default Notes' section of the 'Progress Notes (Group and Individual)' form in 'Site Specific Section Modeling:
  • 'Add to Group - Use Caseload or Unit for Selection'
  • 'Unit'
  • 'Select Clients'
  • 'Add Selected Clients to Group List'
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Navigate to "Group Default Notes" section.
  3. Enter the current date in the 'Date Of Group' field.
  4. Select the desired value in 'Note Type' field.
  5. Select "Independent Note" in the 'Progress Note For' field.
  6. Select "Group A" in the 'Group Name Or Number' field.
  7. Enter the desired value in the 'Note' field.
  8. Validate the 'Client Who Attended Group' field contains all the group members of "Group A".
  9. Click [Add Client To Group].
  10. Validate the 'Add to Group - Use Caseload or Unit for Selection' field becomes enabled.
  11. Select "Caseload" in the 'Add to Group - Use Caseload or Unit for Selection' field.
  12. Validate the 'Select Clients' field exists and contains all active client's in the user's caseload with the most recent episode number.
  13. Select "Client C" and "Client D" in the 'Select Clients' field.
  14. Click [Add Selected Clients to Group List].
  15. Validate the 'Client Who Attended Group' field contains "Client A", "Client B", "Client C", and "Client D".
  16. Click [File Note].
  17. Navigate to the "Individual Progress Notes" section.
  18. Select "Group A" in the 'Group Name Or Number' field.
  19. Enter the current date in the 'Note Date' field.
  20. Validate the 'Select Note to Edit' field contains group scratch notes for "Client A", "Client B", "Client C" and "Client D".
  21. Select the note for "Client A" in the 'Select Note To Edit' field.
  22. Validate all fields populate based off the values entered in the group note.
  23. Individualize the note as desired and file the note.
  24. Repeat as needed for "Client B", "Client C", and "Client D".
  25. Close the form.
Progress Notes (Group and Individual) - The 'Default Staff Associated with Current Login User' registry setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
  • Ambulatory Progress Notes
  • Scheduling Calendar
  • TO DO'S
  • Client Ledger
Scenario 1: Progress Notes (Group and Individual) - Validate the 'Default Staff Associated with Login User' registry setting for group notes
Specific Setup:
  • An existing group is defined (Group A).
  • The 'Default Staff Associated With Current Login User' registry setting is set to "Y" for the 'Progress Notes (Group and Individual)' form.
  • The logged in user must have an associated practitioner (Practitioner A).
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select the "Group Default Notes" section.
  3. Validate the 'Practitioner' field contains "Practitioner A".
  4. Enter the current date in the 'Date of Group' field.
  5. Select the desired value in the 'Note Type' field.
  6. Select "Independent Note" in the 'Progress Note For' field.
  7. Select "Group A" in the 'Group Name Or Number' field.
  8. Enter the desired value in the 'Notes Field' field.
  9. Click [File Note] and [OK].
  10. Select the "Individual Progress Notes" section.
  11. Select "Group A" in the 'Group Name' field.
  12. Enter the current date in the 'Note Date' field.
  13. Validate the 'Select Note to Edit' field contains group scratch notes for all group members.
  14. Select a note for one of the group members in the 'Select Note To Edit' field.
  15. Validate all fields populate based off the values entered in the group note.
  16. Validate the 'Practitioner' field contains "Practitioner A".
  17. Individualize the note as desired and file the note.
  18. Repeat as needed for any additional group members.
  19. Close the form.
Progress Notes (Group and Individual) - 'Note Type' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Practitioner Enrollment
  • Progress Notes (Group and Individual)
Scenario 1: Progress Notes (Group and Individual) - Validate the 'Limit Note Types By Practitioner Category' registry setting when set to "Y"
Specific Setup:
  • An existing group is defined in 'Group Registration' (Group A).
  • The 'Limit Note Types By Practitioner Category' registry setting is set to "Y" for the 'Progress Notes (Group and Individual)' form.
  • The 'Limit Note Types' registry setting does not have a value.
  • The logged in user must have an associated practitioner (Practitioner A) that has "Nurse Practitioner" as their 'Practitioner Category' in 'Practitioner Enrollment'.
  • The '(10751) Note Type' CWS dictionary must have both active/inactive dictionary values defined with the following:
  • Some note types defined with the 'Practitioner Category' extended dictionary as "Nurse Practitioner".
  • Some note types defined with the 'Practitioner Category' extended dictionary as other categories not associated to the logged in practitioner.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select the "Group Default Notes" section.
  3. Enter the current date in the 'Date Of Group' field.
  4. Select "Practitioner A" in the 'Practitioner' field.
  5. Select "Independent Note" in the 'Progress Note For' field.
  6. Select "Group A" in the 'Group Name Or Number' field.
  7. Validate the 'Note Type' field contains only active dictionary values.
  8. Validate the 'Note Type' field contains only note types associated to "Practitioner A".
  9. Enter the desired value in the 'Note' field.
  10. Click [File Note].
  11. Validate a message is displayed stating: Progress notes are filed.
  12. Select the "Individual Progress Notes" section.
  13. Select "Group A" in the 'Group Name or Number' field.
  14. Enter the current date in the 'Note Date' field.
  15. Validate the 'Select Note To Edit' field contains group scratch notes for the clients in "Group A".
  16. Select a note in the 'Select Note To Edit' field.
  17. Validate the 'Note Type' field contains the previously filed value.
  18. Validate the 'Note Type' field contains only active dictionary values.
  19. Validate the 'Note Type' field contains only note types associated to "Practitioner A".
  20. Individualize the note as desired and file the note.
  21. Repeat as needed for remaining group members.
  22. Close the form.
Topics
• Progress Notes • Group Progress Notes • Registry Settings