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Avatar CWS 2023 Monthly Release 2023.01.01 Acceptance Tests

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Update 5 Summary | Details
NX - Allergies and Hypersensitivities - Allergies/Reactions Reviewed
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Allergies and Hypersensitivities
  • Allergen/Reactant Code Setup
Scenario 1: Allergies and Hypersensitivities - 'Set 'Allergies/Reactions Reviewed' Upon Updating Allergies' set to "Y"
Specific Setup:
  • The 'Avatar CWS->CWS Utilities->Set System Defaults->CWS Allergies->->Set 'Allergies/Hypersensitivities Reviewed' If Allergies Are Updated' registry setting must be set to "Y".
  • Please log out of the application and log back in after completing the above configuration.
  • The 'Client Header' must be on the user's view (View A).
Steps
  1. Access the 'Admission' form and create a new client in an inpatient episode.
  2. Access the 'Allergies and Hypersensitivities' form.
  3. Validate that no values are selected in the 'Allergies/Hypersensitivities Reviewed' field.
  4. Validate that no values are selected in the 'Known Medication Allergies' field.
  5. Validate that no values are selected in the 'Known Food Allergies' field.
  6. Select "No" in the 'Known Medication Allergies' field.
  7. Validate that "Yes" is selected in the 'Allergies/Hypersensitivities Reviewed' field.
  8. Select "No" in the 'Known Food Allergies' field.
  9. Validate that "Yes" is selected in the 'Allergies/Hypersensitivities Reviewed' field.
  10. Select "Yes" in the 'Known Food Allergies' field.
  11. Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field.
  12. Click [Submit].
  13. Validate a message is displayed stating "'Known Food Allergies' cannot be "Yes" when no food allergies exist." and click [OK].
  14. Click [Update].
  15. Validate 'Allergy/Reactant' grid is displayed.
  16. Click [New Row].
  17. Double click the 'Allergen/Reactant' cell.
  18. Search for and select "Shellfish" in the 'Allergen/Reactant' cell and press Tab.
  19. Double click the 'Date Recognized' cell.
  20. Set the 'Date Recognized' cell to any value and press Tab.
  21. Double click the 'Status' cell.
  22. Select "Confirmed" and click [Select].
  23. Double click the 'Reactions' cell.
  24. Select any values and click [OK].
  25. Double click the 'Reaction Severity' cell.
  26. Select any value and click [Select] and [Save].
  27. Validate that "Yes" is selected in the 'Allergies/Hypersensitivities Reviewed' field.
  28. Validate that "No" is selected in the 'Known Medications Allergies' field.
  29. Validate that "Yes" is selected in the 'Known Food Allergies' field and that the field is disabled.
  30. Click [Submit].
  31. With the client in context, navigate to "View A".
  32. Validate the 'Client Header' displays:
  33. Allergies (1) with a red icon
  34. Allergies Reviewed=Yes (current date)
  35. No Known Med Allergies
  36. 1) SHELLFISH - Confirmed
Scenario 2: Allergies and Hypersensitivities - Require 'Date Recognized' column and 'Set 'Allergies/Reactions Reviewed' Upon Updating Allergies' = "N"
Specific Setup:
  • The 'Avatar CWS->CWS Utilities->Set System Defaults->CWS Allergies->->Set 'Allergies/Hypersensitivities Reviewed' If Allergies Are Updated' registry setting must be set to "N".
  • The 'Avatar CWS->CWS Utilities->Set System Defaults->CWS Allergies->->Require 'Date Recognized' column' registry setting must be set to "Y".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode and no information filed in the 'Allergies and Hypersensitivities' form. (Client A)
Steps
  1. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  2. Click [Update].
  3. Validate the 'Allergen/Reactant' dialog is displayed.
  4. Click [New Row].
  5. Double click the 'Allergen/Reactant' cell and search for and select "PENICILLIN MDX-39913".
  6. Validate the 'Date Recognized' field is required.
  7. Double click the 'Status' cell.
  8. Select "Confirmed" and click [Select].
  9. Double click the 'Reactions' cell and select any values and click [OK].
  10. Double click the 'Reaction Severity' cell and select any values and click [Select].
  11. Validate that the [Save] is disabled.
  12. Double click the 'Date Recognized' cell, enter the current date and press Enter.
  13. Validate that [Save] is enabled and click it.
  14. Validate the 'Known Medication Allergies' field is disabled and has "Yes" selected.
  15. Select "No" in the 'Known Food Allergies' field.
  16. Validate the 'Allergies/Hypersensitivities Reviewed' field has no value selected and click [Submit].
  17. Set the 'Avatar CWS->CWS Utilities->Set System Defaults->CWS Allergies->->Require 'Date Recognized' column' registry setting to "N".
  18. Log out of the application and log back in.
  19. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  20. Click [Update].
  21. Validate the 'Allergen/Reactant' dialog is displayed.
  22. Click [New Row].
  23. Double click the 'Allergen/Reactant' cell and search for and select "Shellfish".
  24. Validate the 'Date Recognized' field is not required.
  25. Double click the 'Status' cell.
  26. Select "Confirmed" and click [Select].
  27. Double click the 'Reactions' cell and select any values and click [OK].
  28. Double click the 'Reaction Severity' cell and select any values and click [Select].
  29. Validate that [Save] is enabled and click it.
  30. Validate the 'Known Medication Allergies' field is disabled and has "Yes" selected.
  31. Validate the 'Known Food Allergies' field is disabled and has "Yes" selected.
  32. Validate the 'Allergies/Hypersensitivities Reviewed' field has no value selected and click [Submit].
Topics
• Allergies and Hypersensitivities • NX
Update 8 Summary | Details
Avatar CWS - SNOMED Codes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Form - Workflow Notification Users
  • Treatment Plan
  • TO DO'S
  • Workflow Required User List dialog
  • Registry Settings (CWS)
  • Problem List
  • Crystal Report Viewer
  • Treatment Plan Number 1
  • Admission (Outpatient)
  • Dictionary Update (CWS)
Scenario 1: Family Health History - Validate the 'Hide SNOMED Codes From Problem List Search Results' registry setting
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK].
  5. Validate the 'Registry Setting' field contains "Avatar CWS->Problem List->->->->Hide SNOMED Codes From Problem List Search Results".
  6. Validate the 'Registry Setting Details' field contains: Enter the corresponding number(s) separated by an '&' to hide the selected information on the 'Problem Search Result' dialogs and/or Problem descriptions. The Registry Settings apply to the forms: 'Problem List', 'Treatment Plan' and 'Family Health History'. 1 - Hide Code Column in 'Problem Search Result'. 2 - Hide SNOMED Codes in Problem description. Example: By entering 1&2 the 'Code' column is removed from 'Problem search result' and the 'SNOMED Codes' are removed from the description. Setting the value to blank will display both the 'Code' column and the 'SNOMED Codes' in the description.
  7. Validate the 'Registry Setting Value' field contains "1&2". This is the default value.
  8. Click [Submit] and close the form.
  9. Select "Client A" and access the 'Family Health History' form.
  10. Enter the desired name in the 'First Name' and 'Last Name' fields.
  11. Select the desired value in 'Relationship' field.
  12. Click [Enter Health History].
  13. Search for the desired value in the 'Problem' field.
  14. Validate the 'Problem search results' does not contain the 'Code' column.
  15. Validate the problem 'Description' does not contain the SNOMED Code.
  16. Select the desired problem and click [Save].
  17. Submit the form.
  18. Access the 'Registry Settings' form.
  19. Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field.
  20. Click [View Registry Settings].
  21. Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK].
  22. Enter "1" in the 'Registry Setting Value' field.
  23. Click [Submit] and close the form.
  24. Select "Client A" and access the 'Family Health History' form.
  25. Select the family member added in the previous steps in the 'Select Family Member' field.
  26. Click [Enter Health History].
  27. Search for the desired value in the 'Problem' field.
  28. Validate the 'Problem search results' does not contain the 'Code' column.
  29. Validate the problem 'Description' contains the SNOMED Code.
  30. Select the desired problem and click [Save].
  31. Submit the form.
  32. Access the 'Registry Settings' form.
  33. Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field.
  34. Click [View Registry Settings].
  35. Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK].
  36. Enter "2" in the 'Registry Setting Value' field.
  37. Click [Submit] and close the form.
  38. Select "Client A" and access the 'Family Health History' form.
  39. Select the family member added in the previous steps in the 'Select Family Member' field.
  40. Click [Enter Health History].
  41. Search for the desired value in the 'Problem' field.
  42. Validate the 'Problem search results' contains the 'Code' column.
  43. Validate the problem 'Description' does not contain the SNOMED Code.
  44. Select the desired problem and click [Save].
  45. Submit the form.
  46. Access the 'Registry Settings' form.
  47. Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field.
  48. Click [View Registry Settings].
  49. Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK].
  50. Remove the value in the 'Registry Setting Value' field so that it is null.
  51. Click [Submit] and close the form.
  52. Select "Client A" and access the 'Family Health History' form.
  53. Select the family member added in the previous steps in the 'Select Family Member' field.
  54. Click [Enter Health History].
  55. Search for the desired value in the 'Problem' field.
  56. Validate the 'Problem search results' contains the 'Code' column.
  57. Validate the problem 'Description' contains the SNOMED Code.
  58. Select the desired problem and click [Save].
  59. Submit the form.
Scenario 2: Problem List - Validate the 'Hide SNOMED Codes From Problem List Search Results' registry setting
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK].
  5. Validate the 'Registry Setting' field contains "Avatar CWS->Problem List->->->->Hide SNOMED Codes From Problem List Search Results".
  6. Validate the 'Registry Setting Details' field contains: Enter the corresponding number(s) separated by an '&' to hide the selected information on the 'Problem Search Result' dialogs and/or Problem descriptions. The Registry Settings apply to the forms: 'Problem List', 'Treatment Plan' and 'Family Health History'. 1 - Hide Code Column in 'Problem Search Result'. 2 - Hide SNOMED Codes in Problem description. Example: By entering 1&2 the 'Code' column is removed from 'Problem search result' and the 'SNOMED Codes' are removed from the description. Setting the value to blank will display both the 'Code' column and the 'SNOMED Codes' in the description.
  7. Validate the 'Registry Setting Value' field contains "1&2". This is the default value.
  8. Click [Submit] and close the form.
  9. Select "Client A" and access the 'Problem List' form.
  10. Click [View/Enter Problems].
  11. Search for the desired value in the 'Problem' field.
  12. Validate the 'Problem search results' does not contain the 'Code' column.
  13. Validate the problem 'Description' does not contain the SNOMED Code.
  14. Select the desired problem.
  15. Select "Active" in the 'Status' field.
  16. Click [Save] and submit the form.
  17. Access the 'Registry Settings' form.
  18. Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field.
  19. Click [View Registry Settings].
  20. Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK].
  21. Enter "1" in the 'Registry Setting Value' field.
  22. Click [Submit] and close the form.
  23. Select "Client A" and access the 'Problem List' form.
  24. Search for the desired value in the 'Problem' field.
  25. Validate the 'Problem search results' does not contain the 'Code' column.
  26. Validate the problem 'Description' contains the SNOMED Code.
  27. Select the desired problem.
  28. Select "Active" in the 'Status' field.
  29. Click [Save] and submit the form.
  30. Access the 'Registry Settings' form.
  31. Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field.
  32. Click [View Registry Settings].
  33. Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK].
  34. Enter "2" in the 'Registry Setting Value' field.
  35. Click [Submit] and close the form.
  36. Select "Client A" and access the 'Problem List' form.
  37. Search for the desired value in the 'Problem' field.
  38. Validate the 'Problem search results' contains the 'Code' column.
  39. Validate the problem 'Description' does not contain the SNOMED Code.
  40. Select the desired problem.
  41. Select "Active" in the 'Status' field.
  42. Click [Save] and submit the form.
  43. Access the 'Registry Settings' form.
  44. Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field.
  45. Click [View Registry Settings].
  46. Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK].
  47. Remove the value in the 'Registry Setting Value' field so that it is null.
  48. Click [Submit] and close the form.
  49. Select "Client A" and access the 'Problem List' form.
  50. Search for the desired value in the 'Problem' field.
  51. Validate the 'Problem search results' contains the 'Code' column.
  52. Validate the problem 'Description' contains the SNOMED Code.
  53. Select the desired problem.
  54. Select "Active" in the 'Status' field.
  55. Click [Save] and submit the form.
Scenario 3: Treatment Plan - Validate the 'Hide SNOMED Codes From Problem List Search Results' registry setting
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK].
  5. Validate the 'Registry Setting' field contains "Avatar CWS->Problem List->->->->Hide SNOMED Codes From Problem List Search Results".
  6. Validate the 'Registry Setting Details' field contains: Enter the corresponding number(s) separated by an '&' to hide the selected information on the 'Problem Search Result' dialogs and/or Problem descriptions. The Registry Settings apply to the forms: 'Problem List', 'Treatment Plan' and 'Family Health History'. 1 - Hide Code Column in 'Problem Search Result'. 2 - Hide SNOMED Codes in Problem description. Example: By entering 1&2 the 'Code' column is removed from 'Problem search result' and the 'SNOMED Codes' are removed from the description. Setting the value to blank will display both the 'Code' column and the 'SNOMED Codes' in the description.
  7. Validate the 'Registry Setting Value' field contains "1&2". This is the default value.
  8. Click [Submit] and close the form.
  9. Select "Client A" and access the 'Treatment Plan' form.
  10. Enter the desired date in the 'Plan Date' field.
  11. Select the desired value in the 'Plan Type' field.
  12. Select "Draft" in the 'Treatment Plan Status' field.
  13. Navigate to the 'Problems' grid.
  14. Click [New Row].
  15. Search for the desired value in the 'Problem' field.
  16. Validate the 'Problem search results' does not contain the 'Code' column.
  17. Validate the problem 'Description' does not contain the SNOMED Code.
  18. Select the desired problem.
  19. Select "Active" in the 'Status' field.
  20. Check the 'Include in this plan?' field.
  21. Click [Launch Plan].
  22. Validate the problem added in the previous steps is displayed.
  23. Click [Add New Problem].
  24. Search for the desired value in the 'Problem Code' field.
  25. Validate the 'Results' dialog does not contain the SNOMED code.
  26. Select the desired problem.
  27. Select "Active" in the 'Status (Problem List)' field.
  28. Enter the desired value in the 'Problem' field'.
  29. Select "Active" in the 'Status' field.
  30. Click [Return to Plan] and submit the form.
  31. Access the 'Registry Settings' form.
  32. Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field.
  33. Click [View Registry Settings].
  34. Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK].
  35. Enter "1" in the 'Registry Setting Value' field.
  36. Click [Submit] and close the form.
  37. Select "Client A" and access the 'Treatment Plan' form.
  38. Select the treatment plan filed in the previous steps and click [Edit].
  39. Validate all previously filed data is displayed.
  40. Navigate to the 'Problems' grid.
  41. Click [New Row].
  42. Search for the desired value in the 'Problem' field.
  43. Validate the 'Problem search results' does not contain the 'Code' column.
  44. Validate the problem 'Description' contains the SNOMED Code.
  45. Select the desired problem.
  46. Select "Active" in the 'Status' field.
  47. Check the 'Include in this plan?' field.
  48. Click [Launch Plan].
  49. Validate the problem added in the previous steps is displayed.
  50. Click [Add New Problem].
  51. Search for the desired value in the 'Problem Code' field.
  52. Validate the 'Results' dialog contains the SNOMED code.
  53. Select the desired problem.
  54. Select "Active" in the 'Status (Problem List)' field.
  55. Enter the desired value in the 'Problem' field'.
  56. Select "Active" in the 'Status' field.
  57. Click [Return to Plan] and submit the form.
  58. Access the 'Registry Settings' form.
  59. Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field.
  60. Click [View Registry Settings].
  61. Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK].
  62. Enter "2" in the 'Registry Setting Value' field.
  63. Click [Submit] and close the form.
  64. Select "Client A" and access the 'Treatment Plan' form.
  65. Select the treatment plan filed in the previous steps and click [Edit].
  66. Validate all previously filed data is displayed.
  67. Navigate to the 'Problems' grid.
  68. Click [New Row].
  69. Search for the desired value in the 'Problem' field.
  70. Validate the 'Problem search results' contains the 'Code' column.
  71. Validate the problem 'Description' does not contain the SNOMED Code.
  72. Select the desired problem.
  73. Select "Active" in the 'Status' field.
  74. Check the 'Include in this plan?' field.
  75. Click [Launch Plan].
  76. Validate the problem added in the previous steps is displayed.
  77. Click [Add New Problem].
  78. Search for the desired value in the 'Problem Code' field.
  79. Validate the 'Results' dialog does not contain the SNOMED code.
  80. Select the desired problem.
  81. Select "Active" in the 'Status (Problem List)' field.
  82. Enter the desired value in the 'Problem' field'.
  83. Select "Active" in the 'Status' field.
  84. Click [Return to Plan] and submit the form.
  85. Access the 'Registry Settings' form.
  86. Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field.
  87. Click [View Registry Settings].
  88. Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK].
  89. Remove the value in the 'Registry Setting Value' field so that it is null.
  90. Click [Submit] and close the form.
  91. Select "Client A" and access the 'Treatment Plan' form.
  92. Select the treatment plan filed in the previous steps and click [Edit].
  93. Validate all previously filed data is displayed.
  94. Navigate to the 'Problems' grid.
  95. Click [New Row].
  96. Search for the desired value in the 'Problem' field.
  97. Validate the 'Problem search results' contains the 'Code' column.
  98. Validate the problem 'Description' contains the SNOMED Code.
  99. Select the desired problem.
  100. Select "Active" in the 'Status' field.
  101. Check the 'Include in this plan?' field.
  102. Click [Launch Plan].
  103. Validate the problem added in the previous steps is displayed.
  104. Click [Add New Problem].
  105. Search for the desired value in the 'Problem Code' field.
  106. Validate the 'Results' dialog contains the SNOMED code.
  107. Select the desired problem.
  108. Select "Active" in the 'Status (Problem List)' field.
  109. Enter the desired value in the 'Problem' field'.
  110. Select "Active" in the 'Status' field.
  111. Click [Return to Plan] and submit the form.
Topics
• Problem List • Registry Settings • Family Health History • Treatment Plan • NX
Update 20 Summary | Details
Task List - Dismiss Task
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Task Definitions
  • Task Associations
  • Orders This Episode
  • Notifications Setup
  • Practitioner Enrollment
  • Task List Dialog
Scenario 1: Task List - Notification Setup - Dismiss Task
Specific Setup:
  • At least one practitioner category must exist. (Practitioner Category A)
  • A user must have the 'Practitioner Category' field set to "Practitioner Category A" in the 'Practitioner Enrollment' form. (User A)
  • A frequency code, with scheduled administration times at 0900, 1500, and 2100 must exist. (Frequency Code A)
  • A task must exist. (Task A)
  • In the 'Task Definitions' form, "Task A" must be defined with the following settings:
  • 'Allowable Completion Window' = "4".
  • 'Allowable Window of Time (Units)' = "Hours".
  • 'Default Duration' = "4".
  • 'Default Duration (Units)' = "Hours".
  • 'Task Action Type' = "Flowsheet".
  • 'Send Notifications' = "Yes".
  • 'Notification Recipients' = "Practitioner Category A".
  • 'Notification Reminder Timing (Minutes)' = "5".
  • Notification Late Timing (Minutes)' = "5".
  • A pharmacy-type order code must exist. (Order Code A)
  • In the 'Task Associations' form, "Task A" must be associated via 'Order Entry' to "Order Code A".
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" from the 'New Order' field.
  3. Select "Frequency Code A" from the 'Freq' field.
  4. Set the 'Duration' field to 2 and click [Days].
  5. Set the 'Start Date' field to "T-1".
  6. Set the 'Start Time' field to "0500".
  7. Populate any remaining required fields, click [Add to Scratchpad] and [Sign].
  8. Access the 'Task List' widget.
  9. Search for and select "Client A" from the 'Search Patients' field.
  10. Validate that under the 'Overdue' column, at least 1 task for "Task A" is visible.
  11. Wait 5 minutes.
  12. Select "Task A" from the 'Overdue' column and click [Dismiss].
  13. Validate the 'Dismiss Task' dialog is launched, fill in any required fields and click [Save].
  14. Validate the task is removed from the 'Overdue' column.
Topics
• Notifications • NX • Task List
Update 28 Summary | Details
Progress Notes (Group and Individual) - Editing Group Default Note
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Ambulatory Progress Notes
  • Clinical Document Viewer
  • HomeView - My To Do's widget
  • Progress Notes (Group and Individual)
  • User Definition
  • Create New Progress Notes Form
  • Site Specific Section Modeling (CWS)
  • Progress Notes (Group and Individual) 6
  • Admission (Outpatient)
  • Post Staff Activity Log
  • Scheduling Calendar
  • Group Registration
  • Enter Group Default Note (Workflow)
  • Registry Settings (CWS)
  • TO DO'S
  • Set System Defaults (CWS)
  • Client Ledger
Scenario 1: Ambulatory Progress Notes - Validate document routing
Specific Setup:
  • Document routing must be enabled for the "Ambulatory Progress Notes" form.
Steps
  1. Open the "Ambulatory Progress Notes" form.
  2. Create and finalize a document.
  3. Sign the document.
  4. Using "Clinical Document Viewer", view and print the document.
  5. Validate the document displays and prints.
  6. Open the "Ambulatory Progress Notes" form.
  7. Create and route a progress note to an approver.
  8. Sign on as the approver.
  9. Locate the document in the approver's "My To Do's" widget.
  10. Click on "Approve Document" and approve the document.
  11. Using the "Clinical Document Viewer", view the document that was just approved.
  12. Open the "Ambulatory Progress Notes" form.
  13. Create and route a note to multiple approvers.
  14. Sign on as the first approver.
  15. Locate the document in the approver's "My To Do's" widget.
  16. Click on "Approve Document".
  17. Click "Accept".
  18. Enter the approver's password.
  19. Log on as another approver.
  20. Locate the document in the approver's "My To Do's" widget.
  21. Click on "Approve Document".
  22. Click "Accept".
  23. Enter the approver's password.
  24. Open the "Clinical Document Viewer" form.
  25. Select the document that was just routed/finalized.
  26. Validate that the document displays and prints.
  27. Open the "Ambulatory Progress Notes" form.
  28. Create a progress note and route to several approvers.
  29. Log on as another approver.
  30. Locate the document in the approver's "My To Do's" widget.
  31. Click on "Approve Document".
  32. Click "Accept".
  33. Enter the approver's password.
  34. Repeat steps 7b-8c for each additional approver.
  35. Open "Clinical Document Viewer".
  36. Validate the document that was just filed display and prints.
Scenario 2: Progress Notes (Group and Individual) - Validate document routing
Specific Setup:
  • Document routing must be enabled for the "Progress Notes (Group and Individual)" form.
Steps
  1. Open the "Progress Notes (Group and Individual)" form.
  2. Create and finalize a document.
  3. Sign the document.
  4. Using "Clinical Document Viewer", view and print the document.
  5. Validate the document displays and prints.
  6. Open the "Progress Notes (Group and Individual)" form.
  7. Create and route a progress note to an approver.
  8. Sign on as the approver.
  9. Locate the document in the approver's "My To Do's" widget.
  10. Click on "Approve Document" and approve the document.
  11. Using the "Clinical Document Viewer", view the document that was just approved.
  12. Open the "Progress Notes (Group and Individual)" form.
  13. Create and route a note to multiple approvers.
  14. Sign on as the first approver.
  15. Locate the document in the approver's "My To Do's" widget.
  16. Click on "Approve Document".
  17. Click "Accept".
  18. Enter the approver's password.
  19. Log on as another approver.
  20. Locate the document in the approver's "My To Do's" widget.
  21. Click on "Approve Document".
  22. Click "Accept".
  23. Enter the approver's password.
  24. Open the "Clinical Document Viewer" form.
  25. Select the document that was just routed/finalized.
  26. Validate that the document displays and prints.
  27. Open the "Progress Notes (Group and Individual)" form.
  28. Create a progress note and route to several approvers.
  29. Log on as another approver.
  30. Locate the document in the approver's "My To Do's" widget.
  31. Click on "Approve Document".
  32. Click "Accept".
  33. Enter the approver's password.
  34. Repeat steps 11b-12c for each additional approver.
  35. Open "Clinical Document Viewer".
  36. Validate the document that was just filed display and prints.
Scenario 3: Copy of Progress Notes (Group and Individual) - Validate document routing
Specific Setup:
  • A new copy of the progress note form is created using "Create New Progress Note" form.
  • Document routing is enabled for the copy of the "Progress Notes (Group and Individual)" form.
Steps
  1. Open the copy of the "Progress Notes (Group and Individual)" form.
  2. Create and finalize a document.
  3. Sign the document.
  4. Using "Clinical Document Viewer", view and print the document.
  5. Validate the document displays and prints.
  6. Open the copy of the "Progress Notes (Group and Individual)" form.
  7. Create and route a progress note to an approver.
  8. Sign on as the approver.
  9. Locate the document in the approver's "My To Do's" widget.
  10. Click on "Approve Document" and approve the document.
  11. Using the "Clinical Document Viewer", view the document that was just approved.
  12. Open the copy of the "Progress Notes (Group and Individual)" form.
  13. Create and route a note to multiple approvers.
  14. Sign on as the first approver.
  15. Locate the document in the approver's "My To Do's" widget.
  16. Click on "Approve Document".
  17. Click "Accept".
  18. Enter the approver's password.
  19. Log on as another approver.
  20. Locate the document in the approver's "My To Do's" widget.
  21. Click on "Approve Document".
  22. Click "Accept".
  23. Enter the approver's password.
  24. Open the "Clinical Document Viewer" form.
  25. Select the document that was just routed/finalized.
  26. Validate that the document displays and prints.
  27. Open the copy of the "Progress Notes (Group and Individual)" form.
  28. Create a progress note and route to several approvers.
  29. Log on as another approver.
  30. Locate the document in the approver's "My To Do's" widget.
  31. Click on "Approve Document".
  32. Click "Accept".
  33. Enter the approver's password.
  34. Repeat steps 29-33 for each additional approver.
  35. Open "Clinical Document Viewer".
  36. Validate the document that was just filed display and prints.
Scenario 4: Enter Group Default Note (Workflow) - Field Validations
Specific Setup:
  • Registry setting "User To Send Scratch Note To-Do Item To" is set to "D".
Steps
  1. Open the "Scheduling Calendar" form.
  2. Create a group appointment.
  3. Open the "Post Staff Activity Log".
  4. Post the group appointment.
  5. Open the "Enter Group Default Note (Workflow)".
  6. File out the group default notes and file.
  7. Navigate to the "ToDo" widget.
  8. Click the "Review To Do Item" link on the row that was added for Group Default Note that was just entered.
  9. Mark as reviewed.
  10. Open the "Progress Notes Group and Individual" form.
  11. Validate you can see the Group Default Note in the "Select Note To Edit" field.
  12. Individualize and complete the note.
  13. Set "Draft/Final" to "Final" to finalize the note.
Scenario 5: Progress Notes (Group and Individual) - Edit Group Scratch Notes - Independent Note
Specific Setup:
  • Using "Site Specific Section Modeling" form:
  • There is a new field added to the Group Default Note section of the Progress Notes (Group and Individual) form.
  • This field is called "Select Note To Edit" and it's the field that will contain the link to the scratch group default note.
  • The "Exclude From Data Collection" field must be set to "N" to use the new functionality.
  • Admit 3 test clients or select 3 test clients. They can be admitted to any episode.
  • Create a group using "Group Registration" that includes all 3 of the clients as members.
  • Document routing must be enabled for the Progress Notes (Group and Individual) form.
  • Using "Set System Defaults" form, enable Autosave for the Progress Notes (Group and Individual) form.
Steps
  1. Open the "Progress Notes (Group and Individual)" form.
  2. Click the group note section. Such as "Group Default Note" or "Begin Default Note".
  3. Select "Independent" in the "Progress Note For" field.
  4. Fill in some fields and then click either the "Backup" button or the "Save" icon to create an autosaved copy of the group default note.
  5. Close the "Progress Note (Group and Individual)" form.
  6. Open the "Progress Notes (Group and Individual)" form.
  7. A message pops up asking you if you want to retrieve the autosaved backup.
  8. Select the backup that you want to retrieve.
  9. Click the OK button.
  10. The group default note is restored from backup.
  11. Fill in all required and desired fields on the form.
  12. Click "Submit Note" or "File Note" button.
  13. Using the "Select Note To Edit" field added with this update, select the scratch default group note to edit.
  14. Make any necessary edits.
  15. Click "Submit Note" or "File Note" button to save the group scratch note.
  16. You can edit the scratch notes multiple times if necessary.
  17. You can have multiple group scratch notes in process at one time.
  18. Once the group default note is completed, the scratch note can be individualized through the Individual Progress Notes tab and individualized notes can be finalized and routed if necessary.
  19. If changes are made again to the scratch group default note after some group members have been individualized, it won't change the individualized progress notes, but it will change any that remain with the group default note because they haven't been individualized. You will then receive a message stating which clients in the group have already been individualized and therefore, they won't be changed by the edit just made.
  20. Open the "Clinical Document Viewer" form.
  21. Display the progress notes that were finalized.
  22. Validate that they display as they were saved.
Scenario 6: Progress Notes (Group and Individual) - Edit Scratch Notes - New Service
Specific Setup:
  • Using "Site Specific Section Modeling" form:
  • There is a new field added to the Group Default Note section of the Progress Notes (Group and Individual) form.
  • This field is called "Select Note To Edit" and it's the field that will contain the link to the scratch group default note.
  • The "Exclude From Data Collection" field must be set to "N" to use the new functionality.
  • Admit 3 test clients or select 3 test clients. They can be admitted to any episode.
  • Create a group using "Group Registration" that includes all 3 of the clients as members.
  • Document routing must be enabled for the Progress Notes (Group and Individual) form.
  • Using "Set System Defaults" form, enable Autosave for the Progress Notes (Group and Individual) form.
Steps
  1. Open the "Progress Notes (Group and Individual)" form.
  2. Click the group note section. Such as "Group Default Note" or "Begin Default Note".
  3. Select "New Service" in the "Progress Note For" field.
  4. Fill in some fields and then click either the "Backup" button or the "Save" icon to create an autosaved copy of the group default note.
  5. Close the "Progress Note (Group and Individual)" form.
  6. Open the "Progress Notes (Group and Individual)" form.
  7. A message pops up asking you if you want to retrieve the autosaved backup.
  8. Select the backup that you want to retrieve.
  9. Click the OK button.
  10. The group default note is restored from backup.
  11. Fill in all required and desired fields on the form.
  12. Click "Submit Note" or "File Note" button.
  13. Using the "Select Note To Edit" field added with this update, select the scratch default group note to edit.
  14. Make any necessary edits.
  15. Click "Submit Note" or "File Note" button to save the group scratch note.
  16. You can edit the scratch notes multiple times if necessary.
  17. You can have multiple group scratch notes in process at one time.
  18. Once the group default note is completed, the scratch note can be individualized through the Individual Progress Notes tab and individualized notes can be finalized and routed if necessary.
  19. If changes are made again to the scratch group default note after some group members have been individualized, it won't change the individualized progress notes, but it will change any that remain with the group default note because they haven't been individualized. You will then receive a message stating which clients in the group have already been individualized and therefore, they won't be changed by the edit just made.
  20. Open the "Clinical Document Viewer" form.
  21. Display the progress notes that were finalized.
  22. Validate that they display as they were saved.
Scenario 7: Progress Notes (Group and Individual) - Edit Scratch Notes - Existing Appointment
Specific Setup:
  • Using "Site Specific Section Modeling" form:
  • There is a new field added to the Group Default Note section of the Progress Notes (Group and Individual) form.
  • This field is called "Select Note To Edit" and it's the field that will contain the link to the scratch group default note.
  • The "Exclude From Data Collection" field must be set to "N" to use the new functionality.
  • Admit 3 test clients or select 3 test clients. They can be admitted to any episode.
  • Create a group using "Group Registration" that includes all 3 of the clients as members.
  • Document routing must be enabled for the Progress Notes (Group and Individual) form.
  • Using "Set System Defaults" form, enable Autosave for the Progress Notes (Group and Individual) form.
Steps
  1. Using "Scheduling Calendar", create a group appointment for the group created in setup.
  2. Open the "Progress Notes (Group and Individual)" form.
  3. Click the group note section. Such as "Group Default Note" or "Begin Default Note".
  4. Select "Existing Appointment" in the "Progress Note For" field.
  5. Select the appointment entered in the previous step from the "Select Existing Appointment/Service" field.
  6. Fill in some fields and then click either the "Backup" button or the "Save" icon to create an autosaved copy of the group default note.
  7. Close the "Progress Note (Group and Individual)" form.
  8. Open the "Progress Notes (Group and Individual)" form.
  9. A message pops up asking you if you want to retrieve the autosaved backup.
  10. Select the backup that you want to retrieve.
  11. Click the OK button.
  12. The group default note is restored from backup.
  13. Fill in all required and desired fields on the form.
  14. Click "Submit Note" or "File Note" button.
  15. Using the "Select Note To Edit" field added with this update, select the scratch default group note to edit.
  16. Make any necessary edits.
  17. Click "Submit Note" or "File Note" button to save the group scratch note.
  18. You can edit the scratch notes multiple times if necessary.
  19. You can have multiple group scratch notes in process at one time.
  20. Once the group default note is completed, the scratch note can be individualized through the Individual Progress Notes tab and individualized notes can be finalized and routed if necessary.
  21. If changes are made again to the scratch group default note after some group members have been individualized, it won't change the individualized progress notes, but it will change any that remain with the group default note because they haven't been individualized. You will then receive a message stating which clients in the group have already been individualized and therefore, they won't be changed by the edit just made.
  22. Open the "Clinical Document Viewer" form.
  23. Display the progress notes that were finalized.
  24. Validate that they display as they were saved.
Scenario 8: Progress Notes (Group and Individual) - Edit Scratch Note - Existing Service
Specific Setup:
  • Using "Site Specific Section Modeling" form:
  • There is a new field added to the Group Default Note section of the Progress Notes (Group and Individual) form.
  • This field is called "Select Note To Edit" and it's the field that will contain the link to the scratch group default note.
  • The "Exclude From Data Collection" field must be set to "N" to use the new functionality.
  • Admit 3 test clients or select 3 test clients. They can be admitted to any episode.
  • Create a group using "Group Registration" that includes all 3 of the clients as members.
  • Document routing must be enabled for the Progress Notes (Group and Individual) form.
  • Using "Set System Defaults" form, enable Autosave for the Progress Notes (Group and Individual) form.
Steps
  1. Using "Scheduling Calendar", create a group appointment for the group created in setup.
  2. Also, using "Scheduling Calendar", check in and check out all group members.
  3. Open the "Progress Notes (Group and Individual)" form.
  4. Click the group note section. Such as "Group Default Note" or "Begin Default Note".
  5. Select "Existing Service" in the "Progress Note For" field.
  6. Select the appointment entered in the previous step from the "Select Existing Appointment/Service" field.
  7. Fill in some fields and then click either the "Backup" button or the "Save" icon to create an autosaved copy of the group default note.
  8. Close the "Progress Note (Group and Individual)" form.
  9. Open the "Progress Notes (Group and Individual)" form.
  10. A message pops up asking you if you want to retrieve the autosaved backup.
  11. Select the backup that you want to retrieve.
  12. Click the OK button.
  13. The group default note is restored from backup.
  14. Fill in all required and desired fields on the form.
  15. Click "Submit Note" or "File Note" button.
  16. Using the "Select Note To Edit" field added with this update, select the scratch default group note to edit.
  17. Make any necessary edits.
  18. Click "Submit Note" or "File Note" button to save the group scratch note.
  19. You can edit the scratch notes multiple times if necessary.
  20. You can have multiple group scratch notes in process at one time.
  21. Once the group default note is completed, the scratch note can be individualized through the Individual Progress Notes tab and individualized notes can be finalized and routed if necessary.
  22. If changes are made again to the scratch group default note after some group members have been individualized, it won't change the individualized progress notes, but it will change any that remain with the group default note because they haven't been individualized. You will then receive a message stating which clients in the group have already been individualized and therefore, they won't be changed by the edit just made.
  23. Open the "Clinical Document Viewer" form.
  24. Display the progress notes that were finalized.
  25. Validate that they display as they were saved.
Progress Notes (Group and Individual) - Autosaving Group Default Note
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • User Definition
  • Clinical Document Viewer
  • Group Registration
  • Progress Notes (Group and Individual)
  • Create New Progress Notes Form
  • Site Specific Section Modeling (CWS)
  • Set System Defaults (CWS)
  • Client Ledger
Scenario 1: Progress Notes (Group and Individual) - Edit Group Scratch Notes - Independent Note
Specific Setup:
  • Using "Site Specific Section Modeling" form:
  • There is a new field added to the Group Default Note section of the Progress Notes (Group and Individual) form.
  • This field is called "Select Note To Edit" and it's the field that will contain the link to the scratch group default note.
  • The "Exclude From Data Collection" field must be set to "N" to use the new functionality.
  • Admit 3 test clients or select 3 test clients. They can be admitted to any episode.
  • Create a group using "Group Registration" that includes all 3 of the clients as members.
  • Document routing must be enabled for the Progress Notes (Group and Individual) form.
  • Using "Set System Defaults" form, enable Autosave for the Progress Notes (Group and Individual) form.
Steps
  1. Open the "Progress Notes (Group and Individual)" form.
  2. Click the group note section. Such as "Group Default Note" or "Begin Default Note".
  3. Select "Independent" in the "Progress Note For" field.
  4. Fill in some fields and then click either the "Backup" button or the "Save" icon to create an autosaved copy of the group default note.
  5. Close the "Progress Note (Group and Individual)" form.
  6. Open the "Progress Notes (Group and Individual)" form.
  7. A message pops up asking you if you want to retrieve the autosaved backup.
  8. Select the backup that you want to retrieve.
  9. Click the OK button.
  10. The group default note is restored from backup.
  11. Fill in all required and desired fields on the form.
  12. Click "Submit Note" or "File Note" button.
  13. Using the "Select Note To Edit" field added with this update, select the scratch default group note to edit.
  14. Make any necessary edits.
  15. Click "Submit Note" or "File Note" button to save the group scratch note.
  16. You can edit the scratch notes multiple times if necessary.
  17. You can have multiple group scratch notes in process at one time.
  18. Once the group default note is completed, the scratch note can be individualized through the Individual Progress Notes tab and individualized notes can be finalized and routed if necessary.
  19. If changes are made again to the scratch group default note after some group members have been individualized, it won't change the individualized progress notes, but it will change any that remain with the group default note because they haven't been individualized. You will then receive a message stating which clients in the group have already been individualized and therefore, they won't be changed by the edit just made.
  20. Open the "Clinical Document Viewer" form.
  21. Display the progress notes that were finalized.
  22. Validate that they display as they were saved.
Scenario 2: Progress Notes (Group and Individual) - Edit Scratch Notes - New Service
Specific Setup:
  • Using "Site Specific Section Modeling" form:
  • There is a new field added to the Group Default Note section of the Progress Notes (Group and Individual) form.
  • This field is called "Select Note To Edit" and it's the field that will contain the link to the scratch group default note.
  • The "Exclude From Data Collection" field must be set to "N" to use the new functionality.
  • Admit 3 test clients or select 3 test clients. They can be admitted to any episode.
  • Create a group using "Group Registration" that includes all 3 of the clients as members.
  • Document routing must be enabled for the Progress Notes (Group and Individual) form.
  • Using "Set System Defaults" form, enable Autosave for the Progress Notes (Group and Individual) form.
Steps
  1. Open the "Progress Notes (Group and Individual)" form.
  2. Click the group note section. Such as "Group Default Note" or "Begin Default Note".
  3. Select "New Service" in the "Progress Note For" field.
  4. Fill in some fields and then click either the "Backup" button or the "Save" icon to create an autosaved copy of the group default note.
  5. Close the "Progress Note (Group and Individual)" form.
  6. Open the "Progress Notes (Group and Individual)" form.
  7. A message pops up asking you if you want to retrieve the autosaved backup.
  8. Select the backup that you want to retrieve.
  9. Click the OK button.
  10. The group default note is restored from backup.
  11. Fill in all required and desired fields on the form.
  12. Click "Submit Note" or "File Note" button.
  13. Using the "Select Note To Edit" field added with this update, select the scratch default group note to edit.
  14. Make any necessary edits.
  15. Click "Submit Note" or "File Note" button to save the group scratch note.
  16. You can edit the scratch notes multiple times if necessary.
  17. You can have multiple group scratch notes in process at one time.
  18. Once the group default note is completed, the scratch note can be individualized through the Individual Progress Notes tab and individualized notes can be finalized and routed if necessary.
  19. If changes are made again to the scratch group default note after some group members have been individualized, it won't change the individualized progress notes, but it will change any that remain with the group default note because they haven't been individualized. You will then receive a message stating which clients in the group have already been individualized and therefore, they won't be changed by the edit just made.
  20. Open the "Clinical Document Viewer" form.
  21. Display the progress notes that were finalized.
  22. Validate that they display as they were saved.
Scenario 3: Progress Notes (Group and Individual) - Edit Scratch Notes - Existing Appointment
Specific Setup:
  • Using "Site Specific Section Modeling" form:
  • There is a new field added to the Group Default Note section of the Progress Notes (Group and Individual) form.
  • This field is called "Select Note To Edit" and it's the field that will contain the link to the scratch group default note.
  • The "Exclude From Data Collection" field must be set to "N" to use the new functionality.
  • Admit 3 test clients or select 3 test clients. They can be admitted to any episode.
  • Create a group using "Group Registration" that includes all 3 of the clients as members.
  • Document routing must be enabled for the Progress Notes (Group and Individual) form.
  • Using "Set System Defaults" form, enable Autosave for the Progress Notes (Group and Individual) form.
Steps
  1. Using "Scheduling Calendar", create a group appointment for the group created in setup.
  2. Open the "Progress Notes (Group and Individual)" form.
  3. Click the group note section. Such as "Group Default Note" or "Begin Default Note".
  4. Select "Existing Appointment" in the "Progress Note For" field.
  5. Select the appointment entered in the previous step from the "Select Existing Appointment/Service" field.
  6. Fill in some fields and then click either the "Backup" button or the "Save" icon to create an autosaved copy of the group default note.
  7. Close the "Progress Note (Group and Individual)" form.
  8. Open the "Progress Notes (Group and Individual)" form.
  9. A message pops up asking you if you want to retrieve the autosaved backup.
  10. Select the backup that you want to retrieve.
  11. Click the OK button.
  12. The group default note is restored from backup.
  13. Fill in all required and desired fields on the form.
  14. Click "Submit Note" or "File Note" button.
  15. Using the "Select Note To Edit" field added with this update, select the scratch default group note to edit.
  16. Make any necessary edits.
  17. Click "Submit Note" or "File Note" button to save the group scratch note.
  18. You can edit the scratch notes multiple times if necessary.
  19. You can have multiple group scratch notes in process at one time.
  20. Once the group default note is completed, the scratch note can be individualized through the Individual Progress Notes tab and individualized notes can be finalized and routed if necessary.
  21. If changes are made again to the scratch group default note after some group members have been individualized, it won't change the individualized progress notes, but it will change any that remain with the group default note because they haven't been individualized. You will then receive a message stating which clients in the group have already been individualized and therefore, they won't be changed by the edit just made.
  22. Open the "Clinical Document Viewer" form.
  23. Display the progress notes that were finalized.
  24. Validate that they display as they were saved.
Scenario 4: Progress Notes (Group and Individual) - Edit Scratch Note - Existing Service
Specific Setup:
  • Using "Site Specific Section Modeling" form:
  • There is a new field added to the Group Default Note section of the Progress Notes (Group and Individual) form.
  • This field is called "Select Note To Edit" and it's the field that will contain the link to the scratch group default note.
  • The "Exclude From Data Collection" field must be set to "N" to use the new functionality.
  • Admit 3 test clients or select 3 test clients. They can be admitted to any episode.
  • Create a group using "Group Registration" that includes all 3 of the clients as members.
  • Document routing must be enabled for the Progress Notes (Group and Individual) form.
  • Using "Set System Defaults" form, enable Autosave for the Progress Notes (Group and Individual) form.
Steps
  1. Using "Scheduling Calendar", create a group appointment for the group created in setup.
  2. Also, using "Scheduling Calendar", check in and check out all group members.
  3. Open the "Progress Notes (Group and Individual)" form.
  4. Click the group note section. Such as "Group Default Note" or "Begin Default Note".
  5. Select "Existing Service" in the "Progress Note For" field.
  6. Select the appointment entered in the previous step from the "Select Existing Appointment/Service" field.
  7. Fill in some fields and then click either the "Backup" button or the "Save" icon to create an autosaved copy of the group default note.
  8. Close the "Progress Note (Group and Individual)" form.
  9. Open the "Progress Notes (Group and Individual)" form.
  10. A message pops up asking you if you want to retrieve the autosaved backup.
  11. Select the backup that you want to retrieve.
  12. Click the OK button.
  13. The group default note is restored from backup.
  14. Fill in all required and desired fields on the form.
  15. Click "Submit Note" or "File Note" button.
  16. Using the "Select Note To Edit" field added with this update, select the scratch default group note to edit.
  17. Make any necessary edits.
  18. Click "Submit Note" or "File Note" button to save the group scratch note.
  19. You can edit the scratch notes multiple times if necessary.
  20. You can have multiple group scratch notes in process at one time.
  21. Once the group default note is completed, the scratch note can be individualized through the Individual Progress Notes tab and individualized notes can be finalized and routed if necessary.
  22. If changes are made again to the scratch group default note after some group members have been individualized, it won't change the individualized progress notes, but it will change any that remain with the group default note because they haven't been individualized. You will then receive a message stating which clients in the group have already been individualized and therefore, they won't be changed by the edit just made.
  23. Open the "Clinical Document Viewer" form.
  24. Display the progress notes that were finalized.
  25. Validate that they display as they were saved.
Topics
• Progress Notes • NX • Group Progress Notes
Update 29 Summary | Details
Avatar CWS - 'Clinical Reconciliation'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Allergies and Hypersensitivities
  • Order Entry Console
  • Problem List
  • Clinical Document Viewer
Scenario 1: Clinical Reconciliation - 'Allergies' section
Specific Setup:
  • The 'Enable Improved Clinical Reconciliation Workflow' registry setting is enabled.
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • A client must have multiple allergies listed in the 'Clinical Reconciliation' form (Client A).
Steps
  1. Select "Client A" and access the 'Clinical Reconciliation' form.
  2. Select the desired value in the 'Reconciliation Type' field.
  3. Navigate to the 'Allergies' section.
  4. Select desired allergies to include in the reconciliation.
  5. Click [Include].
  6. Validate the 'Include In Record' field now contains "Include (6)" for the selected allergies.
  7. Enter the desired value for all the allergies being included in the 'New Allergy to Add' field.
  8. Click [Do Not Include Remaining].
  9. Validate all remaining allergies contain "Do Not Include (7)" in the 'Include In Record' field.
  10. Click [New Row].
  11. Validate the 'Include In Record' field contains "Include (6)" for the new row.
  12. Validate the 'Source' field contains "Manual Entry (ME)".
  13. Search for and select the desired allergy in the 'New Allergy to Add' field.
  14. Enter the desired date in the 'Start Date' field.
  15. Click [Review Final List].
  16. Validate a 'Clinical Reconciliation - Preview' dialog is displayed with all allergies indicating either "Include" or "Do Not Include".
  17. Click [Reconcile Items].
  18. Validate a message is displayed stating: Saved.
  19. Click [OK] and close the form.
  20. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  21. Click [Update].
  22. Validate the 'Allergies and Hypersensitivities' grid contains the allergies included in the reconciliation.
  23. Close the form.
Scenario 2: Clinical Reconciliation - 'Home Medications' section
Specific Setup:
  • The 'Enable Improved Clinical Reconciliation Workflow' registry setting is enabled.
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • A client must have multiple home medications listed in the 'Clinical Reconciliation' form (Client A).
  • User must have access to the 'Order Entry Console'.
Steps
  1. Select "Client A" and access the 'Clinical Reconciliation' form.
  2. Select the desired value in the 'Reconciliation Type' field.
  3. Navigate to the 'Home Medications' section.
  4. Select desired medications to include in the reconciliation.
  5. Click [Include].
  6. Validate the 'Include In Record' field now contains "Include (6)" for the selected medications.
  7. Click [Do Not Include Remaining].
  8. Validate all remaining medications contain "Do Not Include (7)" in the 'Include In Record' field.
  9. Click [New Row].
  10. Validate the 'Include In Record' field contains "Include (6)" for the new row.
  11. Validate the 'Source' field contains "Manual Entry (ME)".
  12. Search for and select the desired medication in the 'New Medication to Add' field.
  13. Enter the desired date in the 'Start Date' field.
  14. Click [Review Final List].
  15. Validate a 'Clinical Reconciliation - Preview' dialog is displayed with all medications indicating either "Include" or "Do Not Include".
  16. Click [Reconcile Items].
  17. Validate a message is displayed stating: Saved.
  18. Click [OK] and [Refresh Medications].
  19. Validate all medications included in the reconciliation display.
  20. Close the form.
  21. Select "Client A" and access the 'Order Entry Console'.
  22. Select the 'Home Medications' tab.
  23. Validate all medications included in the reconciliation display.
Scenario 3: Clinical Reconciliation - 'Problem List' section
Specific Setup:
  • The 'Enable Improved Clinical Reconciliation Workflow' registry setting is enabled.
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • A client must have multiple problems listed in the 'Clinical Reconciliation' form (Client A).
Steps
  1. Select "Client A" and access the 'Clinical Reconciliation' form.
  2. Select the desired value in the 'Reconciliation Type' field.
  3. Navigate to the 'Problem List' section.
  4. Select desired problems to include in the reconciliation.
  5. Click [Include].
  6. Validate the 'Include In Record' field now contains "Include (6)" for selected problem(s).
  7. Click [Do Not Include Remaining].
  8. Validate all remaining problems contain "Do Not Include (7)" in the 'Include In Record' field.
  9. Click [New Row].
  10. Validate the 'Include In Record' field contains "Include (6)" for the new row.
  11. Validate the 'Source' field contains "Manual Entry (ME)".
  12. Search for and select the desired problem in the 'New Problem To Add' field.
  13. Enter the desired date in the 'Start Date' field.
  14. Click [Review Final List].
  15. Validate the 'Clinical Reconciliation - Preview' dialog is displayed with all problems indicating either "Include" or "Do Not Include".
  16. Click [Reconcile Items].
  17. Validate a message is displayed stating: Saved.
  18. Click [OK] and close the form.
  19. Select "Client A" and access the 'Problem List' form.
  20. Click [View/Enter Problems].
  21. Validate the 'Problem List' grid contains all problems included in the reconciliation.
  22. Close the form.
Topics
• Clinical Reconciliation • Allergies and Hypersensitivities • Order Entry Console • Problem List • CCD's • Registry Settings
Update 33 Summary | Details
Care Record Mapping - "Hospital Admission Texas" and "Hospital Discharge Texas" assessment types
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Care Record Mapping
  • Hospital Admission Texas
  • CareFabric Monitor
  • Crystal Report Viewer
  • Hospital Discharge Texas
Scenario 1: Validate the "Hospital Admission Texas" option in the 'Care Record Mapping' form
Specific Setup:
  • A user modeled "Hospital Admission Texas" assessment is defined with the following:
  • 'Hospitalization Date' date field
  • 'State Hospital' single-select dictionary field with "(P) Positive" and "(N) Negative" dictionary values.
  • Must be flagged as an assessment in the 'Flag Assessment Forms' form.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Care Record Mapping' form.
  2. Validate the 'Type of Assessment' field contains "Hospital Admission Texas".
  3. Select "Hospital Admission Texas" in the 'Type of Assessment' field.
  4. Select the user defined "Hospital Admission Texas" assessment in the 'Form To Map' field.
  5. Select "Hospital Admission Texas" in the 'Section' field.
  6. Select "Assessment Date" in the 'Care Record Field Name' field.
  7. Select "Hospitalization Date" in the 'Assessment Field' field.
  8. Click [Save Mapping].
  9. Validate a message is displayed stating: Mapping Saved.
  10. Click [OK].
  11. Select "State Hospital" in the 'Care Record Field Name' field.
  12. Select "State Hospital" in the 'Assessment Field' field.
  13. Click [Save Mapping].
  14. Validate a message is displayed stating: Mapping Saved.
  15. Click [OK] and close the form.
  16. Select "Client A" and access the user defined 'Hospital Admission Texas' form.
  17. Enter the desired date in the 'Hospitalization Date' field.
  18. Select the desired value in the 'State Hospital' field.
  19. Click [Submit].
  20. Access the 'CareFabric Monitor' form.
  21. Enter the current date in the 'From Date' and 'Through Date' fields.
  22. Enter "Client A" in the 'Client ID' field.
  23. Enter "EhrAssessmentResultCreated" in the 'Event/Action Search' field.
  24. Click [View Activity Log].
  25. Validate the 'CareFabric Monitor Report' contains an "EhrAssessmentResultCreated" record.
  26. Click [Click To View Record].
  27. Validate the 'assessmentDate' field contains the date entered in the 'Hospitalization Date' field in the previous steps.
  28. Validate the 'assessmentTypeCode' - 'code' field contains "38".
  29. Validate the 'assessmentTypeCode' - 'displayName' field contains "Hospital Admission Texas".
  30. Validate the 'clientID' - 'id' field contains Client A's ID.
  31. Validate the 'scorings' - 'categoryIdentifier' field contains "AssessmentBinary".
  32. Validate the 'scorings' - 'createdDate' field contains the current date.
  33. Validate the 'scorings' - 'score' field contains either "P" or "N" based on the value selected in the 'State Hospital' field in the previous steps.
  34. Validate the 'scorings' - 'scoredDate' field contains the current date.
  35. Validate the 'vocabularies' - 'code' field contains "417005".
  36. Validate the 'vocabularies' - 'codeSystem' field contains "2.16.840.1.113883.6.96".
  37. Validate the 'vocabularies' - 'codeSystemName' field contains "SNOMED".
  38. Validate the 'vocabularies' - 'displayName' field contains "Hospital re-admission".
  39. Close the report and the form.
Scenario 2: Validate the "Hospital Discharge Texas" option in the 'Care Record Mapping' form
Specific Setup:
  • A user modeled "Hospital Discharge Texas" assessment is defined with the following:
  • 'Discharge Date' date field
  • 'State Hospital' single-select dictionary field with "(P) Positive" and "(N) Negative" dictionary values.
  • Must be flagged as an assessment in the 'Flag Assessment Forms' form.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Care Record Mapping' form.
  2. Validate the 'Type of Assessment' field contains "Hospital Discharge Texas".
  3. Select "Hospital Discharge Texas" in the 'Type of Assessment' field.
  4. Select the user defined "Hospital Discharge Texas" assessment in the 'Form To Map' field.
  5. Select "Hospital Discharge Texas" in the 'Section' field.
  6. Select "Assessment Date" in the 'Care Record Field Name' field.
  7. Select "Discharge Date" in the 'Assessment Field' field.
  8. Click [Save Mapping].
  9. Validate a message is displayed stating: Mapping Saved.
  10. Click [OK].
  11. Select "State Hospital" in the 'Care Record Field Name' field.
  12. Select "State Hospital" in the 'Assessment Field' field.
  13. Click [Save Mapping].
  14. Validate a message is displayed stating: Mapping Saved.
  15. Click [OK] and close the form.
  16. Select "Client A" and access the user defined 'Hospital Discharge Texas' form.
  17. Enter the desired date in the 'Discharge Date' field.
  18. Select the desired value in the 'State Hospital' field.
  19. Click [Submit].
  20. Access the 'CareFabric Monitor' form.
  21. Enter the current date in the 'From Date' and 'Through Date' fields.
  22. Enter "Client A" in the 'Client ID' field.
  23. Enter "EhrAssessmentResultCreated" in the 'Event/Action Search' field.
  24. Click [View Activity Log].
  25. Validate the 'CareFabric Monitor Report' contains an "EhrAssessmentResultCreated" record.
  26. Click [Click To View Record].
  27. Validate the 'assessmentDate' field contains the date entered in the 'Discharge Date' field in the previous steps.
  28. Validate the 'assessmentTypeCode' - 'code' field contains "39".
  29. Validate the 'assessmentTypeCode' - 'displayName' field contains "Hospital Discharge Texas".
  30. Validate the 'clientID' - 'id' field contains Client A's ID.
  31. Validate the 'scorings' - 'categoryIdentifier' field contains "AssessmentBinary".
  32. Validate the 'scorings' - 'createdDate' field contains the current date.
  33. Validate the 'scorings' - 'score' field contains either "P" or "N" based on the value selected in the 'State Hospital' field in the previous steps.
  34. Validate the 'scorings' - 'scoredDate' field contains the current date.
  35. Validate the 'vocabularies' - 'code' field contains "308283009".
  36. Validate the 'vocabularies' - 'codeSystem' field contains "2.16.840.1.113883.6.96".
  37. Validate the 'vocabularies' - 'codeSystemName' field contains "SNOMED".
  38. Validate the 'vocabularies' - 'displayName' field contains "Discharge from hospital".
  39. Close the report and the form.
Topics
• Care Record Mapping
Update 40 Summary | Details
Assessment Mapping
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
Scenario 1: Treatment Plan - Assessment Mapping
Specific Setup:
  • Registry Settings:
  • "Avatar CWS->Treatment Plan->Treatment Plan->Treatment Plan->Filing Options->Default From Previous Plan" = Y.
  • "Avatar CWS->Treatment Plan->->->->Enable Automatic Backup" = Y.
  • Assessment Mapping:
  • 'Map Code for Use In' = Treatment Plan.
  • 'Form to Map' = [Avatar CWS] Mental Status Assessment (CWS3010).
  • 'Section' = Mental Status Exam.
  • 'Map To' = desired value, such as 'Discharge Plan'.
  • 'Assessment Field' = desired value, such as '(15030) Describe Perceptual Distortions'.
  • Client: Identify a client to use in the 'Mental Status Assessment' and 'Treatment Plan' forms.
Steps
  1. Open 'Mental Status Assessment'.
  2. Select desired client.
  3. Enter the 'Assessing Date'.
  4. Select the 'Assessing Clinician',
  5. Enter the 'Assessing Time'.
  6. Set 'Describe Perceptual Distortions' to desired value, such as 'Discharge Planning'.
  7. Set the 'Assessment Status' to 'Draft'.
  8. Open 'Treatment Plan' for the same client.
  9. Validate that 'Discharge Planning' field contains 'Discharge Planning'.
  10. Select 'Draft' in 'Treatment Plan Status'.
  11. Close the form.
  12. Open 'Assessment Mapping'.
  13. Select 'Treatment Plan' in 'Map Code for Use In'.
  14. Select '[Avatar CWS] Mental Status Assessment (CWS3010)' in 'Form to Map'.
  15. Select 'Mental Status Exam' in 'Section'.
  16. Select 'Strength' in 'Map To'.
  17. Select '(18497) Mental Status Summary' in 'Assessment Field'.
  18. Click [Save Mapping].
  19. Close the form.
  20. Open 'Mental Status Assessment' for the same client.
  21. Set 'Mental Status Summary' to 'Strengths'.
  22. Click [Submit].
  23. Close the form.
  24. Open 'Treatment Plan' for the same client.
  25. Validate that 'Strengths' contains 'Strengths'.
  26. Close the form.
  27. Open 'Assessment Mapping'.
  28. Select 'Treatment Plan' in 'Map Code for Use In'.
  29. Select '[Avatar CWS] Mental Status Assessment (CWS3010)' in 'Form to Map'.
  30. Select 'Mental Status Exam' in 'Section'.
  31. Set 'Mental Status Summary' to 'Weakness'.
  32. Click [Remove Mapping].
  33. Click [OK].
  34. Select 'Treatment Plan' in 'Map Code for Use In'.
  35. Select '[Avatar CWS] Mental Status Assessment (CWS3010)' in 'Form to Map'.
  36. Select 'Mental Status Exam' in 'Section'.
  37. Set 'Mental Status Summary' to 'Weaknesses'.
  38. Click [Save Mapping].
  39. Click [OK].
  40. Close the form.
  41. Open 'Mental Status Assessment' for the same client.
  42. Set 'Mental Status Summary' to 'Weakness'.
  43. Click [Submit].
  44. Close the form.
  45. Open 'Treatment Plan' for the same client.
  46. Validate that 'Strengths' is blank.
  47. Validate that 'Weaknesses' contains 'Weaknesses'.
  48. Close the form.
  49. Open 'Treatment Plan' for the same client.
  50. Select 'Add'.
  51. Validate that the data from the previous plan defaulted and 'Strengths' is blank, 'Weaknesses' contains 'Weaknesses', and 'Discharge Planning' contains 'Discharge Planning'.
  52. Select 'Final' in 'Treatment Plan Status'.
  53. Sign and route the form as needed.
  54. Open 'Treatment Plan' for the same client.
  55. Validate that the 'Plan Status' is 'Final'.
  56. Click [Edit].
  57. Click [Yes].
  58. Validate that the 'Treatment Plan Status' is 'Final'.
  59. Validate that 'Strengths' is blank, 'Weaknesses' contains 'Weaknesses', and 'Discharge Planning' contains 'Discharge Planning'.
  60. Close the form.
Topics
• Treatment Plan • Assessment Mapping • NX