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Avatar CWS 2023 Monthly Release 2023.01.02 Acceptance Tests

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Update 9 Summary | Details
Immunizations -Multi-Dose Vaccination Series
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Health Maintenance Guideline Definition - Facility
  • Client Health Maintenance
  • Health Maintenance Guideline Definition - Custom
  • Financial Eligibility
  • Diagnosis
Scenario 1: Client Health Maintenance - Validate Multi-Dose Hepatitis B Vaccination Series
Specific Setup:
  • A client is enrolled in an existing episode with a 'Date Of Birth' equal to "01/01/22" (Client A).
Steps
  1. Access the 'Health Maintenance Guideline Definition - Facility' form.
  2. Click [Immunizations].
  3. Click [New Row].
  4. Select "Hep B, Adolescent or Pediatric" in the 'Vaccine' field.
  5. Select "1" in the 'Dose' field.
  6. Enter "0" in the 'Age Fr' field.
  7. Enter "3" in the 'Age To' field.
  8. Select "Years" in the 'Yr/Mo' field.
  9. Enter "0" in the 'Interval' field.
  10. Select "N/A" in the 'Interval Unit' field.
  11. Select "N/A" in the 'Interval Since' field.
  12. Select "No" in the 'Recurring' field.
  13. Click [New Row].
  14. Select "Hep B, Adolescent or Pediatric" in the 'Vaccine' field.
  15. Select "2" in the 'Dose' field.
  16. Enter "0" in the 'Age Fr' field.
  17. Enter "3" in the 'Age To' field.
  18. Select "Years" in the 'Yr/Mo' field.
  19. Enter "28" in the 'Interval' field.
  20. Select "Days" in the 'Interval Unit' field.
  21. Select "Prior Dose Number" in the 'Interval Since' field.
  22. Select "Yes" in the 'Recurring' field.
  23. Validate an error message is displayed stating: 'Recurring' cannot be set to "Y" when 'Interval Since' is "Prior Dose Number".
  24. Click [OK] and validate the 'Recurring' field does not contain any value.
  25. Select "No" in the 'Recurring' field.
  26. Click [New Row].
  27. Select "Hep B, Adolescent or Pediatric" in the 'Vaccine' field.
  28. Select "3" in the 'Dose' field.
  29. Enter "0" in the 'Age Fr' field.
  30. Enter "3" in the 'Age To' field.
  31. Select "Years" in the 'Yr/Mo' field.
  32. Enter "5" in the 'Interval' field.
  33. Select "Months" in the 'Interval Unit' field.
  34. Select "Prior Dose Number" in the 'Interval Since' field.
  35. Select "No" in the 'Recurring' field.
  36. Click [Save] and [Submit].
  37. Access the 'Client Health Maintenance' form.
  38. Select "Client A" in the 'Client ID' field.
  39. Validate the 'Alerts' field contains an alert for dose 1 of the "Hep B, Adolescent or Pediatric" vaccine due on "01/01/2022".
  40. Click [Immunizations - Update].
  41. Select "Hep B, Adolescent or Pediatric" in the 'Vaccine' field.
  42. Select "1" in the 'Dose' field.
  43. Select "Other" in the 'Provided By' field.
  44. Enter "01/01/2022" in the 'Date' field.
  45. Click [Save] and [Submit].
  46. Access the 'Client Health Maintenance' form.
  47. Select "Client A" in the 'Client ID' field.
  48. Validate the 'Alerts' field contains an alert for dose 2 of the "Hep B, Adolescent or Pediatric" vaccine due on "01/29/2022".
  49. Click [Immunizations - Update].
  50. Select "Hep B, Adolescent or Pediatric" in the 'Vaccine' field.
  51. Select "2" in the 'Dose' field.
  52. Select "Other" in the 'Provided By' field.
  53. Enter "01/29/2022" in the 'Date' field.
  54. Click [Save] and [Submit].
  55. Access the 'Client Health Maintenance' form.
  56. Select "Client A" in the 'Client ID' field.
  57. Validate the 'Alerts' field contains an alert for dose 3 of the "Hep B, Adolescent or Pediatric" vaccine due on "06/29/2022".
  58. Click [Immunizations - Update].
  59. Select "Hep B, Adolescent or Pediatric" in the 'Vaccine' field.
  60. Select "3" in the 'Dose' field.
  61. Select "Other" in the 'Provided By' field.
  62. Enter "06/29/2022" in the 'Date' field.
  63. Click [Save] and [Submit].
  64. Access the 'Client Health Maintenance' form.
  65. Select "Client A" in the 'Client ID' field.
  66. Validate the 'Alerts' field no longer contains an alert for the "Hep B, Adolescent or Pediatric" vaccine.
  67. Close the form.
'Health Maintenance Guideline Definition - Facility' - 'Immunizations'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Health Maintenance
  • Financial Eligibility
  • Diagnosis
  • Health Maintenance Guideline Definition - Facility
Scenario 1: 'Health Maintenance Guideline Definition - Facility' form - Validate 'Immunizations' guidelines
Specific Setup:
  • Two clients are defined with the following on file (Client A & Client B):
  • Client A - Admitted into "Program A", Birth Date of "09/18/1980", "Guarantor A" on file in 'Financial Eligibility', and "Diagnosis A" on file in the 'Diagnosis' form
  • Client B - Admitted into "Program B" with "Guarantor B" on file in 'Financial Eligibility', and "Diagnosis B" on file in the 'Diagnosis' form
Steps
  1. Access the 'Health Maintenance Guideline Definition - Facility' form.
  2. Click [Immunizations].
  3. Click [New Row].
  4. Select "Adenovirus 4 and 7" in the 'Vaccine' field.
  5. Select "1" in the 'Dose' field.
  6. Enter "10" in the 'Age Fr' field.
  7. Enter "100" in the 'Age To' field.
  8. Select "Years" in the 'Yr/Mo' field.
  9. Enter "1" in the 'Interval' field.
  10. Select "Years" in the 'Interval Unit' field.
  11. Validate the 'Interval Since' field contains "Prior Dose Number".
  12. Select "Prior Dose Number" in the 'Interval Since' field.
  13. Select "Yes" in the 'Recurring' field.
  14. Validate an error message is displayed stating: 'Recurring' cannot be set to "Y" when 'Interval Since' is "Prior Dose Number".
  15. Click [OK] and validate the 'Recurring' field does not contain any value.
  16. Select "Apr 1" in the 'Interval Since' field.
  17. Select "Yes" in the 'Recurring' field.
  18. Validate the 'Guarantors' column is displayed.
  19. Select "Guarantor A" in the 'Guarantors' field.
  20. Click [New Row].
  21. Select "BCG" in the 'Vaccine' field.
  22. Select "1" in the 'Dose' field.
  23. Enter "10" in the 'Age Fr' field.
  24. Enter "100" in the 'Age To' field.
  25. Select "Years" in the 'Yr/Mo' field.
  26. Enter "1" in the 'Interval' field.
  27. Select "Years" in the 'Interval Unit' field.
  28. Select "Apr 1" in the 'Interval Since' field.
  29. Select "Yes" in the 'Recurring' field.
  30. Validate the 'Diagnosis Lookup' and 'Diagnosis Codes' columns are displayed.
  31. Search for and select "Diagnosis A" in the 'Diagnosis Lookup' field and validate the 'Diagnosis Codes' field populates accordingly.
  32. Click [New Row].
  33. Select "Cholera" in the 'Vaccine' field.
  34. Select "1" in the 'Dose' field.
  35. Enter "10" in the 'Age Fr' field.
  36. Enter "100" in the 'Age To' field.
  37. Select "Years" in the 'Yr/Mo' field.
  38. Enter "1" in the 'Interval' field.
  39. Select "Years" in the 'Interval Unit' field.
  40. Select "Apr 1" in the 'Interval Since' field.
  41. Select "Yes" in the 'Recurring' field.
  42. Validate the 'Programs' column is displayed.
  43. Select "Program A" in the 'Programs' field.
  44. Click [Save] and [Submit].
  45. Access the 'Client Health Maintenance' form.
  46. Select "Client A" in the 'Client ID' field.
  47. Validate the 'Alerts' field contains alerts for the "BCG", "Cholera" and "Adenovirus 4 and 7" immunization guidelines filed in the previous steps. Validate the 'Due Date' for all three alerts are "04/01/1991" (Please note: this is based on the client's date of birth on file).
  48. Select "Client B" in the 'Client ID' field.
  49. Validate the 'Alerts' field does not contain any alerts because this client does not meet the immunization guidelines on file.
  50. Select "Client A" in the 'Client ID' field.
  51. Click [Update].
  52. Select "BCG" in the 'Vaccine' field.
  53. Select "1" in the 'Dose' field.
  54. Select "Other" in the 'Provided By' field.
  55. Enter "04/01/2023" in the 'Date' field.
  56. Click [New Row].
  57. Select "Adenovirus Types 4 and 7" in the 'Vaccine' field.
  58. Select "1" in the 'Dose' field.
  59. Select "Other" in the 'Provided By' field.
  60. Enter "04/01/2023" in the 'Date' field.
  61. Click [New Row].
  62. Select "Cholera" in the 'Vaccine' field.
  63. Select "1" in the 'Dose' field.
  64. Select "Other" in the 'Provided By' field.
  65. Enter "04/01/2023" in the 'Date' field.
  66. Click [Save] and [Submit].
  67. Access the 'Client Health Maintenance' form.
  68. Select "Client A" in the 'Client ID' field.
  69. Validate the 'Alerts' field contains alerts for "BCG", "Cholera" and "Adenovirus 4 and 7" immunization guidelines filed in the previous steps. Validate the 'Due Date' is now updated to display "04/01/2024".
  70. Close the form.
'Health Maintenance Guideline Definition - Facility' - 'Wellness Item' guideline definitions
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Health Maintenance
  • Health Maintenance Guideline Definition - Facility
Scenario 1: 'Health Maintenance Guideline Definition - Facility' form - Validate non-unique 'Wellness Item' guidelines
Specific Setup:
  • Dictionary values on file for the 'Other CWS Tabled Files' - 'Wellness Item (60014)' dictionary in 'Dictionary Update:
  • Item 1
  • Item 2
  • Item 3
  • The following wellness items must be defined in the 'Health Maintenance Guideline Definition - Facility' form:
  • Item 1 - Gender = Female, Age From = 18, Age To = 55, Yr/Mo = Years, Interval = 1, Interval Unit = Years, Recurring = Yes
  • Item 2 - Gender = Male, Age From = 18, Age To = 55, Yr/Mo = Years, Interval = 1, Interval Unit = Years, Recurring = Yes
  • Item 3 - Gender = Both, Age From = 18, Age To = 55, Yr/Mo = Years, Interval = 1, Interval Unit = Years, Recurring = Yes
Steps
  1. Access the 'Health Maintenance Guideline Definition - Facility' form.
  2. Click [Wellness].
  3. Validate the existing guidelines for "Item 1", "Item 2" and "Item 3" are displayed.
  4. Click [New Row].
  5. Add a new row for "Item 3" that matches the previous definition, except 'Gender' is set to "Female".
  6. Click [Save].
  7. Validate an error message is displayed stating: A wellness item is defined for Both Genders and a single Gender (Rows # and # have the same values).
  8. Click [OK].
  9. Enter a new value in the 'Age From' and 'Age To' fields for the new row, that differs from the existing definition for "Item 3".
  10. Click [New Row].
  11. Add a new row for "Item 1" that matches the previous definition, except 'Gender' is "Male".
  12. Click [New Row].
  13. Add a new row for "Item 2" that matches the previous definition, except 'Gender' is "Female".
  14. Click [Save]. Validate no errors are displayed because each wellness item differs based on age range or gender.
  15. Click [Submit].
  16. Access the 'Health Maintenance Guideline Definition - Facility' form.
  17. Click [Wellness].
  18. Validate the wellness item guidelines filed in the previous steps are displayed.
  19. Click [Close/Cancel] and close the form.
Scenario 2: 'Health Maintenance Guideline Definition - Facility' form - Validate unique 'Wellness Item' guidelines
Specific Setup:
  • Four clients are defined as follows:
  • Client A - 'Male' client between the age range of 18 and 55
  • Client B - 'Female' client between the age range of 18 and 55
  • Client C - 'Male' client outside the age range of 18 and 55
  • Client D - 'Female' client outside the age range of 18 and 55
  • Dictionary values on file for the 'Other CWS Tabled Files' - 'Wellness Item (60014)' dictionary in 'Dictionary Update:
  • Item 1
  • Item 2
Steps
  1. Access the 'Health Maintenance Guideline Definition - Facility' form.
  2. Click [Wellness].
  3. Click [New Row].
  4. Select "Item 1" in the 'Wellness Item' field.
  5. Select "Female" in the 'Gender' field.
  6. Enter "18" in the 'Age From' field.
  7. Enter "55" in the 'Age To' field.
  8. Select "Years" in the 'Yr/Mo' field.
  9. Enter "1" in the 'Interval' field.
  10. Select "Years" in the 'Interval Unit' field.
  11. Select "Yes" in the 'Recurring' field.
  12. Click [New Row].
  13. Select "Item 2" in the 'Wellness Item' field.
  14. Select "Male" in the 'Gender' field.
  15. Enter "18" in the 'Age From' field.
  16. Enter "55" in the 'Age To' field.
  17. Select "Years" in the 'Yr/Mo' field.
  18. Enter "1" in the 'Interval' field.
  19. Select "Years" in the 'Interval Unit' field.
  20. Select "Yes" in the 'Recurring' field.
  21. Click [New Row].
  22. Attempt to add a duplicate wellness item with the same definitions for "Item 1".
  23. Click [Save].
  24. Validate an error message is displayed stating: A wellness item cannot be entered twice.
  25. Click [OK].
  26. Delete the duplicate row.
  27. Click [New Row].
  28. Attempt to add a duplicate wellness item with the same definitions for "Item 2".
  29. Click [Save].
  30. Validate an error message is displayed stating: A wellness item cannot be entered twice.
  31. Click [OK].
  32. Delete the duplicate row.
  33. Click [Save] and [Submit].
  34. Access the 'Client Health Maintenance' form.
  35. Select "Client A" in the 'Client ID' field.
  36. Click [Wellness - Update].
  37. Click [New Row].
  38. Select "Item 1" in the 'Wellness Item' field.
  39. Validate an error message is displayed stating: This wellness items is for females only.
  40. Click [OK].
  41. Select "Item 2" in the 'Wellness Item' field.
  42. Select "Other" in the 'Provided By' field.
  43. Enter the current date in the 'Date' field.
  44. Click [Save] and [Submit].
  45. Access the 'Client Health Maintenance' form.
  46. Select "Client A" in the 'Client ID' field.
  47. Click [Wellness - Update].
  48. Validate the wellness item filed in the previous steps is displayed.
  49. Click [Close/Cancel].
  50. Select "Client B" in the 'Client ID' field.
  51. Click [Wellness - Update].
  52. Click [New Row].
  53. Select "Item 2" in the 'Wellness Item' field.
  54. Validate an error message is displayed stating: This wellness items is for males only.
  55. Click [OK].
  56. Select "Item 1" in the 'Wellness Item' field.
  57. Select "Other" in the 'Provided By' field.
  58. Enter the current date in the 'Date' field.
  59. Click [Save] and [Submit].
  60. Access the 'Client Health Maintenance' form.
  61. Select "Client B" in the 'Client ID' field.
  62. Click [Wellness - Update].
  63. Validate the wellness item filed in the previous steps is displayed.
  64. Click [Close/Cancel].
  65. Select "Client C" in the 'Client ID' field.
  66. Select "Item 2" in the 'Wellness Item' field.
  67. Validate an error message is displayed stating: The client's age does not match the age range for this wellness item.
  68. Click [OK] and [Close/Cancel].
  69. Select "Client D" in the 'Client ID' field.
  70. Select "Item 1" in the 'Wellness Item' field.
  71. Validate an error message is displayed stating: The client's age does not match the age range for this wellness item.
  72. Click [OK] and [Close/Cancel].
  73. Close the form.
Client Health Maintenance - 'NDC' error dialog
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Health Maintenance
Scenario 1: Client Health Maintenance - Add/Update Immunizations and Wellness Items
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Client Health Maintenance' form.
  2. Select "Client A" in the 'Client ID' field.
  3. Click [Immunizations - Update].
  4. Click [New Row].
  5. Select any value in the 'Vaccine' field.
  6. Select any value in the 'Dose' field.
  7. Select "Facility" in the 'Provided By' field.
  8. Enter the desired date in the 'Date' field.
  9. Enter "1.0" in the 'Amount' field.
  10. Select any value in the 'Route' field.
  11. Enter "11112-0291-3" in the 'NDC' field.
  12. Validate an "Error" dialog is displayed stating: "The NDC must be entered in 5-4-2 format. If the label shows a 4-4-2 format then add a leading zero to the leftmost value. If the label shows a 5-3-2 format then add a leading zero to the middle value. And if the label shows a 5-4-1 format then add a leading zero to the rightmost value. If the NDC code is unreadable or otherwise unknown, enter 00000-0000-00.".
  13. Click [OK].
  14. Enter "00000-0000-00" in the 'NDC' field.
  15. Populate all other required and desired fields.
  16. Click [Save] and [Submit].
  17. Access the 'Client Health Maintenance' form.
  18. Select "Client A" in the 'Client ID' field.
  19. Click [Immunizations - Update].
  20. Validate that the 'Immunizations' grid contains the vaccine filed in the previous steps.
  21. Click [Close/Cancel].
  22. Click [Wellness - Update].
  23. Click [New Row].
  24. Select any value in the 'Wellness Item' field.
  25. Select "Facility" in the 'Provided By' field.
  26. Enter the desired date in the 'Date' field.
  27. Click [Save] and [Submit].
  28. Access the 'Client Health Maintenance' form.
  29. Select "Client A" in the 'Client ID' field.
  30. Click the [Wellness - Update].
  31. Validate the 'Wellness' grid contains the wellness item filed in the previous steps.
  32. Click [Close/Cancel] and close the form.
Client Health Maintenance - NDC codes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Health Maintenance
Scenario 1: Validation of Client Health Maintenance - Immunization Items Grid
Specific Setup:
  • Two clients are enrolled in an existing episode (Client A and Client B).
Steps
  1. Access the 'Dictionary Update' CWS form.
  2. Select "Other CWS Tabled Files" in the 'File' field.
  3. Select "(62009) Provided By" in the 'Data Element' field.
  4. Enter "1" in the 'Dictionary Code' field.
  5. Validate the 'Dictionary Value' field contains "Facility".
  6. Validate the 'Extended Dictionary Data Element' field now contains "(62082) NDC Required".
  7. Select "(62082) NDC Required" in the 'Extended Dictionary Data Element' field.
  8. Select "No" in the 'Extended Dictionary Value (Single Dictionary)' field.
  9. Click [Apply Changes].
  10. Validate a message is displayed stating: Filed!
  11. Click [OK] and close the form.
  12. Access the 'Client Health Maintenance' form.
  13. Select "Client A" in the 'Client ID' field.
  14. Click [Immunizations - Update].
  15. Click [New Row].
  16. Select any value in the 'Vaccine' field.
  17. Select any value in the 'Dose' field.
  18. Select the "Facility" value in the 'Provided By' field.
  19. Enter the desired date in the 'Date' field.
  20. Select "No" in the 'Refused' field.
  21. Enter the desired time in the 'Time' field.
  22. Enter the desired value in the 'Amount' field.
  23. Select the desired value in the 'Unit' field.
  24. Select the desired value in the 'Route' field.
  25. Validate the 'NDC' field is not required.
  26. Select the desired value in the 'Manufacturer' field.
  27. Enter the desired value in the 'Lot #' field.
  28. Enter the desired date in the 'Exp Date' field.
  29. Select the desired practitioner in the 'Ordered By' field.
  30. Select the desired practitioner in the 'Administered By' field.
  31. Populate any other desired fields.
  32. Click [Save] and [Submit].
  33. Access the 'Client Health Maintenance' form.
  34. Select "Client A" in the 'Client ID' field.
  35. Click [Immunizations - Update].
  36. Validate the vaccine filed in the previous steps is displayed.
  37. Click [Close/Cancel] and close the form.
  38. Access the 'Dictionary Update' CWS form.
  39. Select "Other CWS Tabled Files" in the 'File' field.
  40. Select "(62009) Provided By" in the 'Data Element' field.
  41. Enter "1" in the 'Dictionary Code' field.
  42. Validate the 'Dictionary Value' field contains "Facility".
  43. Validate the 'Extended Dictionary Data Element' field now contains "(62082) NDC Required".
  44. Select "(62082) NDC Required" in the 'Extended Dictionary Data Element' field.
  45. Select "Yes" in the 'Extended Dictionary Value (Single Dictionary)' field.
  46. Click [Apply Changes].
  47. Validate a message is displayed stating: Filed!
  48. Click [OK] and close the form.
  49. Access the 'Client Health Maintenance' form.
  50. Select "Client B" in the 'Client ID' field.
  51. Click [Immunizations - Update].
  52. Click [New Row].
  53. Select any value in the 'Vaccine' field.
  54. Select any value in the 'Dose' field.
  55. Select the "Facility" value in the 'Provided By' field.
  56. Enter the desired date in the 'Date' field.
  57. Select "No" in the 'Refused' field.
  58. Enter the desired time in the 'Time' field.
  59. Enter the desired value in the 'Amount' field.
  60. Select the desired value in the 'Unit' field.
  61. Select the desired value in the 'Route' field.
  62. Validate the 'NDC' field is now required.
  63. Enter a valid NDC code in the 'NDC' field.
  64. Select the desired value in the 'Manufacturer' field.
  65. Enter the desired value in the 'Lot #' field.
  66. Enter the desired date in the 'Exp Date' field.
  67. Select the desired practitioner in the 'Ordered By' field.
  68. Select the desired practitioner in the 'Administered By' field.
  69. Populate any other desired fields.
  70. Click [Save] and [Submit].
  71. Access the 'Client Health Maintenance' form.
  72. Select "Client B" in the 'Client ID' field.
  73. Click [Immunizations - Update].
  74. Validate the vaccine filed in the previous steps is displayed.
  75. Click [Close/Cancel] and close the form.
Topics
• Client Health Maintenance • Client Health Alerts
Update 18 Summary | Details
Task List - 'Export/Import' Form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Task Definitions
  • Task List Export/Import
  • Task Associations
  • Orders This Episode
Scenario 1: Task List - Export/Import Form - Task Definitions
Specific Setup:
  • A modeled form must exist. (Modeled Form A)
  • In the 'Task Definitions' form, a task must be defined with the following settings (Task A)
  • 'Task Action Type' = "Modeled Form".
  • 'Form' = "Modeled Form A".
  • A frequency with scheduled hours of administration must exist. (Frequency Code A)
  • 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. Access the 'Task List Export/Import' form.
  2. Select "Specific Task Type" from the 'Export All/Selected Task Types' field.
  3. Select "Task Definition" form the 'Task Types to Export' field.
  4. Select "Select Task Definitions" from the 'Export All Task Frequencies' field.
  5. Check "Task A" from the 'Task Definitions to Export' field.
  6. Click [Export Selected Task Items] and confirm a "TaskListExport (#).XML" file is downloaded.
  7. Click [Import Tasks] and then click [Select File To Import].
  8. Select the recently downloaded "TaskListExport (#).XML" file and then click [Validate Import File].
  9. Confirm that the 'Validation Results' field contains "Validation completed with no Errors or Warnings.".
  10. Click [Post Import File], confirm the dialog states "File Posted Successfully" and click [OK].
  11. Click [Discard], validate the 'Confirm Close' dialog states "Are you sure you want to Close without saving" and click [Yes].
  12. Access the 'Task Definitions' form.
  13. Select "Edit" from the 'Add/Edit Task Definition' field.
  14. Search for and select "Task A" from the 'Existing Task Code' field.
  15. Validate "Modeled Form" is selected from the 'Task Action Type' field.
  16. Validate "Modeled Form A" is selected from the 'Form' field.
  17. Click Discard.
  18. Select "Client A" and access the Order Entry Console.
  19. Search for and select "Order Code A" from the 'New Order' field.
  20. Select "Frequency Code A" from the 'Freq' field.
  21. Populate any remaining required fields, click [Add to Scratchpad] and [Sign].
  22. Access the 'Task List' widget.
  23. Search for and select "Client A" from the 'Search Patients' field.
  24. Validate that a task for "Task A" is visible under every scheduled hour of administration defined for "Frequency Code A".
  25. Click [Task A], validate the 'Enter Completion Date and Time' dialog is launched and click [Open Form].
  26. Validate that "Modeled Form A" is successfully launched.
Topics
• NX • Task List
Update 36 Summary | Details
Task List - one time only tasks
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Task Definitions
  • Task Associations
  • Order Code Setup
  • Orders This Episode
Scenario 1: Task List - Ensure correct Task is removed
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Allow Open-Ended Orders' registry setting must be set to "NX".
  • The ‘(519) Allow Open-Ended Orders’ extended attribute must be set to “No (by default), but allow exceptions by Order Code” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
  • Two pharmacy-type order codes must have "Yes" selected in the 'Allow Open-Ended Orders' field in 'Order Code Setup' (Order Code A and Order Code B).
  • Please log out of the application and log back in after completing the above configuration.
  • A task must exist that has a 'Default Frequency' of "One Time Only" and "Generic" selected in the 'Task Action Type' field in 'Task Definition' (One Time Only Task).
  • A task must exist that has a 'Default Frequency' of "3 Times A Day" and "Generic" selected in the 'Task Action Type' field in 'Task Definition' (3 Times A Day Task).
  • The "One Time Only Task" must have "Order Entry" selected in the 'Order Event' field and must be associated to "Order Code A" in 'Task Association'.
  • The "3 Times A Day Task" must have "Order Entry" selected in the 'Order Event' field and must be associated to "Order Code B" in 'Task Association'.
  • Two clients must exist that have active episodes (Client A and Client B).
  • “Client A” and "Client B" 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" in the 'New Order' field.
  3. Set the 'Dose' field to "1" and select "Tablet" in the 'Dose Unit' field.
  4. Select "One Time Only" in the 'Frequency' field.
  5. Click [Add to Scratchpad] and [Sign].
  6. Validate an order for "Order Code A" exists in the 'Order grid'.
  7. Select "Client B" and access the Order Entry Console.
  8. Search for and select "Order Code B" in the 'New Order' field.
  9. Set the 'Dose' field to "1" and select "Tablet" in the 'Dose Unit' field.
  10. Select "3 Times A Day" in the 'Frequency' field.
  11. Click [Add to Scratchpad] and [Sign].
  12. Validate an order for "Order Code B" exists in the 'Order grid'.
  13. Access 'Task List'.
  14. Search for "Client A" and validate that a "One Time Only Task" exists under the 'Unscheduled' column.
  15. Search for "Client B" and validate that a "3 Times A Day Task" exists under the "1500" column for the current date.
  16. Select "Client B" and access the Order Entry Console.
  17. Select the order for "Order Code B" in the 'Order grid' and click [DC].
  18. Set the 'Discontinue Time' field to a time that is two hours in the past.
  19. Click [Add to Scratchpad] and [Sign].
  20. Access 'Task List'.
  21. Search for "Client A" and validate that a "One Time Only Task" exists under the 'Unscheduled' column.
  22. Search for "Client B" and validate that a "3 Times A Day Task" no longer exists under the "1500" column for the current date or any future times.
Topics
• NX • Task List
Update 37 Summary | Details
Review Results - Print Results
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Review Results
  • Client Profile / Physicians Orders
  • Results Entry
Scenario 1: 'Review Results' form - data validations
Specific Setup:
  • At least one order must be placed for [ClientA] through the 'Order Entry Console'.
  • Results must be filed for the order submitted through the 'Results Entry' form.
  • User [StaffA] has access to the "Review Results" form and has "My To Do's" widget on their home view.
  • Log in as [StaffA].
Steps
  1. Open the 'Review Results' form.
  2. Set the 'Client ID' field to [ClientA].
  3. Select the result from the 'Select Results' field.
  4. Validate the information populated in the "Results" text box is correct.
  5. Populate the "Comments" field.
  6. Set the 'Send Results Notification To' field to [StaffA].
  7. Click [Submit]. [Note the date and time].
  8. Repeat steps 1 thru 3.
  9. Validate the results populated in the "Results" text box are correct.
  10. Validate the "Review History" field contains:
  11. Reviewed By: [StaffA] with the date and time noted in step 7.
  12. Comments: comments entered in step 5.
  13. Close the form.
  14. In the 'My To Do's' widget select the "Review Results" link for filed row for [ClientA].
  15. Check the [Client Reviewed] box.
  16. Click [Mark Reviewed].
  17. Add a comment in the "Note" box.
  18. Click [Save]. (Note the date and time).
  19. Repeat steps 1 thru 3.
  20. Validate the results populated in the "Results" text box are correct.
  21. Validate the "Review History" field now contains:
  22. Reviewed By: [StaffA] with the date and time noted in step 7.
  23. Comments: comments entered in step 5.
  24. Reviewed By: [StaffA] with the date and time the To Do reviewed, noted in step 12.
  25. Comments: comments entered when reviewing the To Do in step 12.
Scenario 2: Review Results - Print Results
Specific Setup:
  • Admit a test client into any episode.
  • Using either "Client Profile/Physician Orders" or "Order Entry Console", enter a lab order for the test client.
  • Using "Results Entry" enter results for the ordered lab test.
Steps
  1. Open the "Review Results" form.
  2. Select a client.
  3. Select an order/result from the "Select Results" dropdown.
  4. Click the "View/Print Results" button.
  5. Validate the report prints the lab/result information.
  6. Close the report.
Clinical Pathway - Enrollment and Disenrollment
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Pathway Definition
  • Clinical Pathway Enrollment
  • Clinical Pathway Disenrollment
  • Chart Review
Scenario 1: Clinical Pathway Disenrollment - Add a Disenrollment
Specific Setup:
  • A pathway is defined in the 'Clinical Pathway Definition' form. "Yes" is selected in the 'Alert When Accessed' field. This pathway is also defined with a color (Pathway A).
  • Dictionary values must be defined for the "CWS" file - "(5010) Reason for Disenrollment" data element. This can be done in the 'Dictionary Update' form.
Steps
  1. Select "Client A" and access the 'Clinical Pathway Enrollment' form.
  2. Verify the 'Date of Enrollment' field defaults to the current date.
  3. Select "Pathway A" in the 'Pathway Name' field.
  4. Select "Yes" for 'Primary Pathway'.
  5. Click [Submit] and [No].
  6. Validate the 'My Clients' list contains "Client A" in the pathway color.
  7. Select "Client A" and access the 'Clinical Pathway Disenrollment' form.
  8. Validate the 'Date of Disenrollment' field defaults the current date.
  9. Select "Pathway A" in the 'Pathway Name' field.
  10. Select desired value in the 'Reason for Disenrollment' field.
  11. Click [Submit] and [No].
  12. Select "Client A" and access the 'Clinical Pathway Enrollment' form.
  13. Validate the Pre-Display contains the prior enrollment record in "Pathway A" and the 'Disenrollment Date' field contains the date of disenrollment.
  14. Click [Edit].
  15. Validate a "Clinical Pathway Enrollment" message is displayed stating: Disenrollment exists. Enrollment can only be viewed.
  16. Click [OK].
  17. Validate the 'Date of Enrollment' field is disabled and cannot be edited.
  18. Validate the 'Pathway Name' field is disabled and cannot be edited.
  19. Validate the 'Primary Pathway' field is disabled and cannot be edited.
  20. Close the form.
  21. Validate the 'My Clients' list contains "Client A" without the pathway color.
Scenario 2: Clinical Pathway Enrollment - Add an Enrollment
Specific Setup:
  • A pathway is defined in the 'Clinical Pathway Definition' form. "Yes" is selected in the 'Alert When Accessed' field. This pathway is also defined with a color (Pathway A).
  • Multiple other pathways are defined with colors in the 'Clinical Pathway Definition' form.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Clinical Pathway Enrollment' form.
  2. Validate the 'Date of Enrollment' field defaults to the current date.
  3. Validate the 'Pathway Name' field contains only pathways defined in the system.
  4. Select "Pathway A" in the 'Pathway Name' field.
  5. Select "Yes" for 'Primary Pathway'.
  6. Click [Submit] and [No].
  7. Validate the 'My Clients' list contains "Client A" in the pathway color.
  8. Select "Client A" and access the 'Clinical Pathway Enrollment' form.
  9. Click [Add] to add an additional pathway.
  10. Select "Pathway A" in the 'Pathway Name' field.
  11. Validate a message is displayed stating: Client is already enrolled in the selected Clinical Pathway.
  12. Click [OK].
  13. Select any new value in the 'Pathway Name' field.
  14. Select "Yes" for 'Primary Pathway'.
  15. Validate a message is displayed stating: Primary Pathway already exists. "Pathway A" is the current Primary Pathway.
  16. Click [OK].
  17. Select "No" in the 'Primary Pathway' field.
  18. Click [Submit] and [No].
  19. Validate the 'My Clients' list contains "Client A" in the primary pathway color.
Scenario 3: Chart Review - Clinical Pathway Disenrollment
Specific Setup:
  • Admit a test client into any episode.
  • Using the "Clinical Pathway Enrollment" form, enroll a test client into a clinical pathway.
  • Add "Clinical Pathways Disenrollment" form to the Chart through Customize Forms.
Steps
  1. Open the "Chart Review" form.
  2. Navigate to the Chart section.
  3. Select the "Clinical Pathway Enrollment" form.
  4. Click the "Add" button.
  5. Add a disenrollment record.
  6. Return to the "Chart".
  7. Validate the existing "Clinical Pathway Disenrollment" pathname and number display on the form.
  8. Edit the existing "Clinical Pathway Disenrollment" data.
  9. Validate the data displays as it was previously entered.
  10. Select "Print" to print the disenrollment.
  11. Validate the disenrollment data prints as it was previously entered.
  12. Close all forms.
Topics
• Results • NX • Clinical Pathway • Chart View
Update 38 Summary | Details
'Treatment Plan' web service
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • SoapUI - Add Treatment Plan
  • Treatment Plan
  • SOAPUI - Delete Treatment Plan
Scenario 1: Treatment Plan Web Service - Add Treatment Plan
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • The 'SS Treatment Plan Client Scrolling Free Text 1' field is added to the 'Treatment Plan' form via 'Site Specific Section Modeling'. (Field #52021)
Steps
  1. Access SoapUI for the 'TreatmentPlan' - 'AddTreatmentPlan' web service.
  2. Enter the system code that will be used to log into Avatar in the 'SystemCode' field.
  3. Enter the user name that will be used to log into Avatar in the 'UserName' field.
  4. Enter the password that will be used to log into Avatar in the 'Password' field.
  5. Enter the desired date in the 'PlanDate' field.
  6. Enter the desired value in the 'PlanName' field.
  7. Enter the desired value in the 'PlanType' field.
  8. Enter the desired value in the 'TreatmentPlanStatus' field.
  9. Enter a valid problem code in the 'SNOMEDCode' field.
  10. Enter the corresponding problem description in the 'SNOMEDDesc' field.
  11. Enter the desired value in the 'ProblemCodeStatus' field.
  12. Enter the desired date in the 'DateOfOnset' field.
  13. Enter the desired staff ID in the 'StaffResponsible' field.
  14. Enter the desired date in the 'DateOpened' field.
  15. Enter the desired value in the 'Problem' field.
  16. Enter the desired value in the 'Status' field.
  17. Enter the desired value in the 'CurrentStatus' field.
  18. Enter "52021" in the 'SSFreeTextScrolling' - 'FieldNumber' field.
  19. Enter a value containing more than 50 characters in the 'SSFreeTextScrolling' - 'FieldValue' field.
  20. Populate any other desired fields.
  21. Enter "Client A" in the 'ClientID' field.
  22. Enter "1" in the 'EpisodeNumber' field.
  23. Enter "CWS60000" in the 'OptionID' field.
  24. Click [Run].
  25. Validate that the 'Confirmation' field contains the unique ID for the treatment plan filed.
  26. Validate the 'Message' field contains: "Treatment Plan web service has been filed successfully".
  27. Select "Client A" and access the 'Treatment Plan' form.
  28. Select the record filed in the previous steps and click [Edit].
  29. Validate all data filed in the previous steps is displayed.
  30. Validate the 'SS Treatment Plan Client Scrolling Free Text 1' field contains the value filed in the previous steps.
  31. Close the form.
Scenario 2: Treatment Plan Web Service - Edit Treatment Plan
Specific Setup:
  • A client is enrolled in an existing episode and has a 'Treatment Plan' on file (Client A).
  • The 'SS Treatment Plan Client Scrolling Free Text 1' field is added to the 'Treatment Plan' form via 'Site Specific Section Modeling'. (Field #52021)
Steps
  1. Access SoapUI for the 'TreatmentPlan' - 'EditTreatmentPlan' web service.
  2. Enter the system code that will be used to log into Avatar in the 'SystemCode' field.
  3. Enter the user name that will be used to log into Avatar in the 'UserName' field.
  4. Enter the password that will be used to log into Avatar in the 'Password' field.
  5. Enter the original date on file in the 'PlanDate' field.
  6. Enter the desired value in the 'PlanName' field.
  7. Enter the desired value in the 'PlanType' field.
  8. Enter the desired value in the 'TreatmentPlanStatus' field.
  9. Enter a valid problem code in the 'SNOMEDCode' field.
  10. Enter the corresponding problem description in the 'SNOMEDDesc' field.
  11. Enter the desired value in the 'ProblemCodeStatus' field.
  12. Enter the desired date in the 'DateOfOnset' field.
  13. Enter the desired staff ID in the 'StaffResponsible' field.
  14. Enter the desired date in the 'DateOpened' field.
  15. Enter the desired value in the 'Problem' field.
  16. Enter the desired value in the 'Status' field.
  17. Enter the desired value in the 'CurrentStatus' field.
  18. Enter "52021" in the 'SSFreeTextScrolling' - 'FieldNumber' field.
  19. Enter a value containing more than 50 characters in the 'SSFreeTextScrolling' - 'FieldValue' field.
  20. Populate any other desired fields.
  21. Enter "Client A" in the 'ClientID' field.
  22. Enter "1" in the 'EpisodeNumber' field.
  23. Enter the unique ID for the existing 'Treatment Plan' record in the 'TPUniqueID' field.
  24. Click [Run].
  25. Validate that the 'Confirmation' field contains the unique ID for the treatment plan filed.
  26. Validate the 'Message' field contains: "Treatment Plan web service has been filed successfully".
  27. Select "Client A" and access the 'Treatment Plan' form.
  28. Select the record filed in the previous steps and click [Edit].
  29. Validate all data filed in the previous steps is displayed.
  30. Validate the 'SS Treatment Plan Client Scrolling Free Text 1' field contains the value filed in the previous steps.
  31. Close the form.
Topics
• Treatment Plan • Web Services
Update 39 Summary | Details
Progress Notes (Group and Individual) - Open to Group Default Notes Section
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
  • Clinical Document Viewer
  • Group Registration
  • Progress Notes (Group and Individual) 11
Scenario 1: Progress Notes (Group and Individual) - Open To Group Default Notes
Specific Setup:
  • Enable the registry setting "Open To 'Group Default Notes' Section" by setting it to "Y".
  • Using "Document Routing Setup", enable document routing for the "Progress Notes (Group and Individual)" form.
  • Create a group with 2 or more group members using the "Group Registration" form.
Steps
  1. Open the "Progress Notes (Group and Individual)" form.
  2. Validate the form opens to the "Group Default Notes" section.
  3. Fill out all required fields and create a group note.
  4. Edit the group note.
  5. Navigate to the "Individual Note" section.
  6. Individualize the progress notes for each group member.
  7. Using the "Clinical Document Viewer" form, validate the documents were filed.
  8. Open the "Registry Settings" form.
  9. Disable the "Open To 'Group Default Notes' Section" registry setting by setting it to "N".
  10. Open the "Progress Notes (Group and Individual)" form.
  11. Validate the form opens to the "Individual Notes" section.
  12. Navigate to the "Group Default Notes" section.
  13. Fill out all required fields and create a group note.
  14. Edit the group note.
  15. Navigate to the "Individual Note" section.
  16. Individualize the progress notes for each group member.
  17. Using the "Clinical Document Viewer" form, validate the documents were filed.
Scenario 2: Registry Setting - Open to 'Group Default Notes' Section
Specific Setup:
  • Disable the registry setting "Open To 'Group Default Notes' section" registry setting by setting it to "N".
Steps
  1. Open the "Progress Notes (Group and Individual)" form.
  2. Validate the form opens to the "Individual Progress Notes" section.
  3. Open the "Registry Settings" form.
  4. Enable the registry setting "Open To 'Group Default Notes' Section" by setting it to "Y".
  5. Open the "Progress Notes (Group and Individual)" form.
  6. Validate the form opens to the "Group Default Notes" section.
Scenario 3: Copy of Progress Notes (Group and Individual) - Open To Group Default Notes section
Specific Setup:
  • Using the "Create New Progress Notes" form, create a new copy of the Progress Notes (Group and Individual).
  • Note the copy number.
  • Using the "User Definition" or "User Role Definition" form:
  • Give the user access to this new progress notes form on the "Forms and Tables" section under the "Select forms for User Access" button.
  • Using the "Registry Settings" form, enable "Open To 'Group Default Notes' Section" registry setting by setting it to "Y" for the form created in previous steps.
  • Using the "Document Routing Setup" form, enable document routing for the form created in previous steps.
  • Create a group of 2 or more clients using the "Group Registration" form.
Steps
  1. Using the new group progress note form:
  2. Validate the form opens to the "Group Default Note" section.
  3. Generate a group default note and click [Submit Note].
  4. Edit the "Group Default Note".
  5. Navigate to the "Individual Note" section and individualize, finalize and route the document to an approver.
  6. Repeat above until all group members are processed.
  7. Navigate to the "ToDo" widget:
  8. Approve the "ToDo" for each group member.
  9. Using the "Clinical Document Viewer" form:
  10. Validate the documents were filed by viewing/print each one.
  11. Using the "Registry Settings" form:
  12. Enable "Open To 'Group Default Notes' Section" registry setting by setting it to "Y" for the form created in setup.
  13. Using the new group progress note form:
  14. Validate the form opens to the "Individual Note" section.
  15. Navigate to the "Group Default Note" section.
  16. Generate a group default note and click [Submit Note].
  17. Edit the "Group Default Note".
  18. Navigate to the "Individual Note" section and individualize, finalize and route the document to an approver.
  19. Repeat above until all group members are processed.
  20. Navigate to the "ToDo" widget:
  21. Approve the "ToDo" for each group member.
  22. Using the "Clinical Document Viewer" form.
  23. Validate the documents were filed by viewing/print each one.
Topics
• Progress Notes • NX
Update 41 Summary | Details
Document Routing - Replace ‘Date Created’ with ‘Date Signed’ on Document Routing Images.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Disclosure Management
  • Disclosure Management Configuration
  • Progress Notes (Group and Individual)
  • Treatment Plan
  • Clinical Document Viewer
Scenario 1: Disclosure Management - Date Created vs. Date Signed - Document Routing disabled
Specific Setup:
  • Registry setting "Replace 'Date Created' with 'Date Signed' on Document Routing Images" must be enabled.
  • Using the "Document Routing Setup" form, disable document routing for Progress Notes (Group and Individual), Treatment Plan and a user modeled form.
  • Using "Disclosure Management Configuration", include "Progress Notes (Group and Individual), Treatment Plan and a user modeled form among the forms available to the "Disclosure Management" form.
Steps
  1. Using the "Progress Notes (Group and Individual)" form:
  2. Generate a progress note.
  3. Finalize the note.
  4. Validate the first line of ever page of the document begins with "Date Signed" followed by the date and time the document was finalized.
  5. Using the "Treatment Plan" form:
  6. Generate a new treatment plan.
  7. Finalize the note.
  8. Validate the first line of ever page of the document begins with "Date Signed" followed by the date and time the document was finalized.
  9. Using a user modeled form:
  10. Generate a new form.
  11. Finalize the form.
  12. Validate the first line of ever page of the document begins with "Date Signed" followed by the date and time the document was finalized.
  13. Open the "Disclosure Management" form:
  14. Generate a disclosure packet.
  15. On the Request section, select the client, episode and Request Information Start and End Dates that will encompass the forms previously generated for this test.
  16. Click "Apply Filters to Document Images" button.
  17. In the "Requested Chart Items" box, select "Progress Notes (Group and Individual)", Treatment Plan, user modeled forms you want to include in the disclosure packet.
  18. In the "Requested Document Images" box, select the forms for Progress Notes (Group and Individual), Treatment Plan and user modeled form you want to include in the disclosure packet.
  19. Navigate to the "Authorization" section.
  20. Select the same Episode and the Authorization Start and End Dates.
  21. Click "Yes - Default All Chat Items to Yes" radio button.
  22. Click "Update Chart Items Authorized for Disclosure" button.
  23. Click "Save" button.
  24. Click "Refresh Chart Items" button.
  25. Click "Yes - Default All Document Items To Yes" radio button.
  26. Click the "Update Document Images Authorized for Disclosure" button.
  27. Click "Save" button.
  28. Click "Refresh Document Images" button.
  29. Navigate to the "Disclosure" section.
  30. Populate the "Disclosure Date" and "Disclosure Time".
  31. Select all items in the "Chart Disclosure Information" box.
  32. Select all items in the "Disclosure Images" box.
  33. Select "Electronic" in the "Disclosure Method" field.
  34. Click "Process" button.
  35. Select various forms and then press "View".
  36. Validate the forms that were filed after the registry setting for "Replace 'Date Created' With 'Date Signed" on all "Document Routing Images" labels begin with "Date Signed" and the date and time the form was finalized.
  37. Click "Disclose" button.
  38. The final disclosure packet is presented.
  39. Validate the forms that were filed after the registry setting for "Replace 'Date Created' With 'Date Signed" on all "Document Routing Images" labels begin with "Date Signed" and the date and time the form was finalized.
  40. Click "Save" to generate the disclosure packet into a PDF document to be provided for the request, authorization and disclosure.
  41. Open the "Disclosure Management" form:
  42. Select to edit the disclosure that was just filed.
  43. Validate it displays as it was previously saved.
Scenario 2: Disclosure Management - Form Validations
Specific Setup:
  • In the 'View Attachment Types field on the 'Disclosure Management Configuration' form, select various modeled and product form type attachments to include for requesting and authorizing document images for disclosure.
  • In the product and modeled forms selected in the previous step, have documents generated for a client in multiple episodes (Client A).
  • The 'Sort Episodes by Admission Date' registry setting must be enabled.
Steps
  1. Select "Client A" and access the 'Disclosure Management' form.
  2. Enter a date in the 'Request Date' field.
  3. Enter a date in the 'Request Information Start Date' field.
  4. Enter a date in the 'Request Information End Date' field.
  5. In the 'Requested Episode(s)' field, validate all episodes are listed and displayed in a readable format.
  6. Select the desired episodes to include.
  7. Click [Apply Filter to Document Images].
  8. Select the desired items in the 'Requested Chart Items' field.
  9. Select the desired documents in the 'Requested Document Images' field.
  10. Enter an organization name in the 'Organization' field.
  11. Go to the 'Authorization' section.
  12. Select "Yes" in the 'Signed Authorization On File' field.
  13. Enter a date in the 'Authorization Start Date' field.
  14. Enter a date in the 'Authorization End Date' field.
  15. Validate all episodes are listed and displayed in a readable format in the 'Authorization Episode(s)' field.
  16. Select desired episodes to include in the 'Authorization Episode(s)' field.
  17. Click [Update Chart Items Authorized For Disclosure].
  18. Validate all items are set to "Yes" in the 'Authorized' field.
  19. Click [Save].
  20. Click [Refresh Chart Items].
  21. Click [Apply Filter to Document Images].
  22. Click [Update Document Images Authorized for Disclosure].
  23. Validate all items are set "Yes" in the 'Authorized' field.
  24. Click [Save].
  25. Click [Refresh Document Images].
  26. Go to the 'Disclosure' section.
  27. Enter a date in the 'Disclosure Date' field
  28. Enter a time in the 'Disclosure Time' field.
  29. Select "Electronic" in the 'Disclosure Method' field.
  30. Click [Process].
  31. Validate the items list in the 'Disclosure Management' panel are as expected.
  32. Select the item and click [View].
  33. Validate the documents displays as expected.
  34. Click [Disclose].
  35. Validate the disclosure displays as expected and 'Save' displays.
  36. Click [Save].
  37. Validate a 'Confirm' dialog stating: "Save PDF on your computer?" and click [OK].
  38. Validate the file downloads.
  39. Validate a 'Disclosure' dialog stating: "Once this Disclosure Management record is filed with a Disclosure Date entered it will no longer be available for edit. This record will be available to view and print items." and click [Cancel].
  40. Validate a dialog stating: "Filing cancelled." and click [OK].
  41. Click [Save].
  42. Validate a 'Confirm' dialog stating: "Save PDF on your computer?" and click [Cancel].
  43. Validate nothing downloads.
  44. Validate a 'Disclosure' dialog stating: "Once this Disclosure Management record is filed with a Disclosure Date entered it will no longer be available for edit. This record will be available to view and print items." and click [OK].
  45. Validate the form closes.
Scenario 3: Registry Setting - Replace 'Date Created' with 'Date Signed'
Steps
  1. Open the "Registry Setting" form.
  2. Set the "RADplus->Document Routing->Document Routing Setup->->->Replace 'Date Created' with 'Date Signed' on Document Routing Images' to any value other than "Y" or "N".
  3. Validate the error message "The selected value is not valid in the current system code for the following reason: Please enter "Y" or "N".
  4. Set registry setting to "N".
  5. Using the "Document Routing Setup" form, enable document routing for the "Progress Notes (Group and Individual)" form,
  6. Open the "Progress Notes (Group and Individual)" form.
  7. File an individual progress note.
  8. Finalize and route the note.
  9. Navigate to the "ToDo" widget for the approver.
  10. Validate the first line of every page of the document begins with "Date Created" followed by the date and time the document was finalized.
  11. Click "Accept".
  12. Click "Sign".
  13. Using the "Clinical Document Viewer", validate the document displays as it was filed with "Date Crated" on the first line of every page.
  14. Open the "Registry Setting" form.
  15. Set registry setting "Replace 'Date Created' with 'Date Signed' on Document Routing Images" to "Y".
  16. Using the "Document Routing Setup" form, enable document routing for the "Progress Notes (Group and Individual)" form, form.
  17. Open the "Progress Notes (Group and Individual)" form.
  18. File and individual progress note.
  19. Finalize and route the note.
  20. Navigate to the "ToDo" widget for the approver.
  21. Validate the first line of every page of the document begins with "Date Signed" followed by the date and time the document was finalized.
  22. Click "Accept".
  23. Click "Sign".
  24. Using the "Clinical Document Viewer", validate the document displays as it was filed with "Date Signed" on the first line of every page.
Scenario 4: Progress Notes (Group and Individual) - Date Created vs. Date Signed
Specific Setup:
  • Registry setting "Replace 'Date Created' with 'Date Signed' on Document Routing Images" must be disabled.
  • Using the "Document Routing Setup" form, enable document routing for the "Progress Notes (Group and Individual)" form.
  • Using "Disclosure Management Configuration", the "Progress Notes (Group and Individual)" form among the forms available to the "Disclosure Management" form.
Steps
  1. Open the "Progress Notes (Group and Individual) form.
  2. Create a form.
  3. Finalize and route the document.
  4. Navigate to the "ToDo" widget.
  5. Validate the first lien of every document begins with "Date Created" followed by the date and time the document was finalized.
  6. Click "Accept".
  7. Click "Sign".
  8. Close the "ToDo" widget.
  9. Open the "Registry Setting" form.
  10. Enable the registry setting "Replace 'Date Created' with 'Date Signed' on Document Routing images".
  11. Open the "Progress Notes (Group and Individual)" form.
  12. Create a form.
  13. Finalize and route the document.
  14. Navigate to the "ToDo" widget.
  15. Validate the first lien of every document begins with "Date Signed" followed by the date and time the document was finalized.
  16. Click "Accept".
  17. Click "Sign".
  18. Close the "ToDo" widget.
  19. Open the "Clinical Document Viewer" form.
  20. View both documents that were just saved with the different labels.
  21. Validate the first one finalized includes the "Date Created" label.
  22. Validate the second one finalized includes the "Date Signed" label.
Scenario 5: Treatment Plan - Date Created vs. Date Signed
Specific Setup:
  • Registry setting "Replace 'Date Created' with 'Date Signed' on Document Routing Images" must be disabled.
  • Using the "Document Routing Setup" form, enable document routing for the "Treatment Plan" form.
  • Using "Disclosure Management Configuration", the "Progress Notes (Group and Individual)" form among the forms available to the "Disclosure Management" form.
Steps
  1. Open the "Treatment Plan" form.
  2. Create a form.
  3. Finalize and route the document.
  4. Navigate to the "ToDo" widget.
  5. Validate the first lien of every document begins with "Date Created" followed by the date and time the document was finalized.
  6. Click "Accept".
  7. Click "Sign".
  8. Close the "ToDo" widget.
  9. Open the "Registry Setting" form.
  10. Enable the registry setting "Replace 'Date Created' with 'Date Signed' on Document Routing images".
  11. Open the "Treatment Plan" form.
  12. Create a form.
  13. Finalize and route the document.
  14. Navigate to the "ToDo" widget.
  15. Validate the first lien of every document begins with "Date Signed" followed by the date and time the document was finalized.
  16. Click "Accept".
  17. Click "Sign".
  18. Close the "ToDo" widget.
  19. Open the "Clinical Document Viewer" form.
  20. View both documents that were just saved with the different labels.
  21. Validate the first one finalized includes the "Date Created" label.
  22. Validate the second one finalized includes the "Date Signed" label.
Scenario 6: User Modeled Form - Date Created vs. Date Signed
Specific Setup:
  • Registry setting "Replace 'Date Created' with 'Date Signed' on Document Routing Images" must be disabled.
  • Using the "Document Routing Setup" form, enable document routing for a user modeled form.
  • Using "Disclosure Management Configuration", the user modeled form among the forms available to the "Disclosure Management" form.
Steps
  1. Open the user modeled form.
  2. Create a form.
  3. Finalize and route the document.
  4. Navigate to the "ToDo" widget.
  5. Validate the first lien of every document begins with "Date Created" followed by the date and time the document was finalized.
  6. Click "Accept".
  7. Click "Sign".
  8. Close the "ToDo" widget.
  9. Open the "Registry Setting" form.
  10. Enable the registry setting "Replace 'Date Created' with 'Date Signed' on Document Routing images".
  11. Open the user modeled form.
  12. Create a form.
  13. Finalize and route the document.
  14. Navigate to the "ToDo" widget.
  15. Validate the first lien of every document begins with "Date Signed" followed by the date and time the document was finalized.
  16. Click "Accept".
  17. Click "Sign".
  18. Close the "ToDo" widget.
  19. Open the "Clinical Document Viewer" form.
  20. View both documents that were just saved with the different labels.
  21. Validate the first one finalized includes the "Date Created" label.
  22. Validate the second one finalized includes the "Date Signed" label.
Scenario 7: Disclosure Management - Date Created vs. Date Signed - Document Routing Enabled
Specific Setup:
  • Registry setting "Replace 'Date Created' with 'Date Signed' on Document Routing Images" must be enabled.
  • Using the "Document Routing Setup" form, enable document routing for Progress Notes (Group and Individual), Treatment Plan and a user modeled form.
  • Using "Disclosure Management Configuration", include "Progress Notes (Group and Individual), Treatment Plan and a user modeled form among the forms available to the "Disclosure Management" form.
Steps
  1. Using the "Progress Notes (Group and Individual)" form:
  2. Generate a progress note.
  3. Finalize and route the note.
  4. Validate the first line of ever page of the document begins with "Date Signed" followed by the date and time the document was finalized.
  5. Using the "Treatment Plan" form:
  6. Generate a new treatment plan.
  7. Finalize and route the note.
  8. Validate the first line of ever page of the document begins with "Date Signed" followed by the date and time the document was finalized.
  9. Using a user modeled form:
  10. Generate a new form.
  11. Finalize and route the form.
  12. Validate the first line of ever page of the document begins with "Date Signed" followed by the date and time the document was finalized.
  13. Open the "Disclosure Management" form:
  14. Generate a disclosure packet.
  15. On the Request section, select the client, episode and Request Information Start and End Dates that will encompass the forms previously generated for this test..
  16. Click "Apply Filters to Document Images" button.
  17. In the "Requested Chart Items" box, select "Progress Notes (Group and Individual), Treatment Plan, user modeled forms you want to include in the disclosure packet.
  18. In the "Requested Document Images" box, select the forms for Progress Notes (Group and Individual), Treatment Plan and user modeled form you want to include in the disclosure packet.
  19. Navigate to the "Authorization" section.
  20. Select the same Episode and the Authorization Start and End Dates.
  21. Click "Yes - Default All Chat Items to Yes" radio button.
  22. Click "Update Chart Items Authorized for Disclosure" button.
  23. Click "Save" button.
  24. Click "Refresh Chart Items" button.
  25. Click "Yes - Default All Document Items To Yes" radio button.
  26. Click the "Update Document Images Authorized for Disclosure" button.
  27. Click "Save" button.
  28. Click "Refresh Document Images" button.
  29. Navigate to the "Disclosure" section.
  30. Populate the "Disclosure Date" and "Disclosure Time".
  31. Select all items in the "Chart Disclosure Information" box.
  32. Select all items in the "Disclosure Images" box.
  33. Select "Electronic" in the "Disclosure Method" field.
  34. Click "Process" button.
  35. Select various forms and then press "View".
  36. Validate the forms that were filed after the registry setting for "Replace 'Date Created' With 'Date Signed" on all "Document Routing Images" labels begin with "Date Signed" and the date and time the form was finalized.
  37. Click "Disclose" button.
  38. The final disclosure packet is presented.
  39. Validate the forms that were filed after the registry setting for "Replace 'Date Created' With 'Date Signed" on all "Document Routing Images" labels begin with "Date Signed" and the date and time the form was finalized.
  40. Click "Save" to generate the disclosure packet into a PDF document to be provided for the request, authorization and disclosure.
  41. Open the "Disclosure Management" form ;
  42. Select to edit the disclosure that was just filed.
  43. Validate it displays as it was previously saved.
Topics
• Disclosure • NX • Progress Notes (Group And Individual) • Treatment Plan • Modeling
Update 43 Summary | Details
Progress Notes (Group and Individual) - Group Default Notes - Default 'Note Type'
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
  • Group Registration
Scenario 1: Progress Notes (Group and Individual) - Group New Service - Validate 'Default Note Type'
Specific Setup:
  • A group (Group A) is defined with two group members (Client A & Client B).
  • A practitioner is associated to the logged in user (Practitioner A).
  • The 'Progress Notes' widget must be accessible on the HomeView.
  • The 'Limit Note Type' registry setting is disabled.
  • The 'Limit Note Types By Practitioner Category' registry setting is disabled.
  • An active note type is defined in the '(10751) Note Type' data element in the 'Dictionary Update' CWS form (Note Type A).
Steps
  1. Access the 'Group Registration' form for "Group A".
  2. Validate the 'Default Note Type' field is displayed.
  3. Select "Note Type A" in the 'Default Note Type' field.
  4. Click [Submit].
  5. Access the 'Progress Notes (Group and Individual)' form.
  6. Select the "Group Default Notes" section.
  7. Enter the current date in the 'Date Of Group' field.
  8. Select "Practitioner A" in the 'Practitioner' field.
  9. Select "New Service" in the 'Progress Note For' field.
  10. Select "Group A" in the 'Group Name Or Number' field.
  11. Validate "Note Type A" is defaulted into the 'Note Type' field. Please note: this can be updated, if desired.
  12. Enter the desired value in the 'Note' field.
  13. Select the desired value in the 'Service Charge Code' field.
  14. Select the desired value in the 'Service Program' field.
  15. Populate any other required and desired fields.
  16. Click [File Note].
  17. Validate a message is displayed stating: Progress notes are filed.
  18. Click [OK].
  19. Select the "Individual Progress Notes" section.
  20. Select "Group A" in the 'Group Name Or Number' field.
  21. Enter the current date in the 'Note Date' field.
  22. Validate the 'Select Note to Edit' field contains group scratch notes for "Client A" and "Client B".
  23. Select the note for "Client A" in the 'Select Note To Edit' field.
  24. Validate all fields populate based off the values entered in the group note.
  25. Validate the 'Note Type' field contains "Note Type A".
  26. Individualize the note as desired and file the note.
  27. Repeat steps 2o-2q for "Client B".
  28. Close the form.
  29. Select "Client A" and access the 'Progress Notes' widget.
  30. Validate the progress note filed in the previous steps is displayed.
  31. Select "Client B" and access the 'Progress Notes' widget.
  32. Validate the progress note filed in the previous steps is displayed.
Scenario 2: Progress Notes (Group and Individual) - Group Existing Service - Validate 'Default Note Type'
Specific Setup:
  • A group (Group A) is defined with two group members (Client A & Client B).
  • A practitioner is associated to the logged in user (Practitioner A).
  • "Group A" has a service with "Practitioner A" for the current date.
  • The 'Progress Notes' widget must be accessible on the HomeView.
  • The 'Limit Note Type' registry setting is disabled.
  • The 'Limit Note Types By Practitioner Category' registry setting is disabled.
  • An active note type is defined in the '(10751) Note Type' data element in the 'Dictionary Update' CWS form (Note Type A).
Steps
  1. Access the 'Group Registration' form for "Group A".
  2. Validate the 'Default Note Type' field is displayed.
  3. Select "Note Type A" in the 'Default Note Type' field.
  4. Click [Submit].
  5. Access the 'Progress Notes (Group and Individual)' form.
  6. Select the "Group Default Notes" section.
  7. Enter the current date in the 'Date Of Group' field.
  8. Select "Practitioner A" in the 'Practitioner' field.
  9. Select "Existing Service" in the 'Progress Note For' field.
  10. Select the service for "Group A" in the 'Note Addresses Which Existing Service/Appointment' field.
  11. Validate the 'Group Name Or Number' field contains "Group A".
  12. Validate "Note Type A" is defaulted into the 'Note Type' field. Please note: this can be updated, if desired.
  13. Enter the desired value in the 'Note' field.
  14. Click [File Note].
  15. Validate a message is displayed stating: Progress notes are filed.
  16. Click [OK].
  17. Select 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" and "Client B".
  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. Validate the 'Note Type' field contains "Note Type A".
  24. Individualize the note as desired and file the note.
  25. Repeat steps 2o-2q for "Client B".
  26. Close the form.
  27. Select "Client A" and access the 'Progress Notes' widget.
  28. Validate the progress note filed in the previous steps is displayed.
  29. Select "Client B" and access the 'Progress Notes' widget.
  30. Validate the progress note filed in the previous steps is displayed.
Scenario 3: Progress Notes (Group and Individual) - Group Existing Appointment - Validate 'Default Note Type'
Specific Setup:
  • A group (Group A) is defined with two group members (Client A & Client B).
  • A practitioner is associated to the logged in user (Practitioner A).
  • "Group A" has an appointment scheduled with "Practitioner A" for the current date.
  • The 'Progress Notes' widget must be accessible on the HomeView.
  • The 'Limit Note Type' registry setting is disabled.
  • The 'Limit Note Types By Practitioner Category' registry setting is disabled.
  • An active note type is defined in the '(10751) Note Type' data element in the 'Dictionary Update' CWS form (Note Type A).
Steps
  1. Access the 'Group Registration' form for "Group A".
  2. Validate the 'Default Note Type' field is displayed.
  3. Select "Note Type A" in the 'Default Note Type' field.
  4. Click [Submit].
  5. Access the 'Progress Notes (Group and Individual)' form.
  6. Select the "Group Default Notes" section.
  7. Enter the current date in the 'Date Of Group' field.
  8. Select "Practitioner A" in the 'Practitioner' field.
  9. Select "Existing Appointment" in the 'Progress Note For' field.
  10. Select the appointment for "Group A" in the 'Note Addresses Which Existing Service/Appointment' field.
  11. Validate the 'Group Name Or Number' field contains "Group A".
  12. Validate "Note Type A" is defaulted into the 'Note Type' field. Please note: this can be updated, if desired.
  13. Enter the desired value in the 'Note' field.
  14. Click [File Note].
  15. Validate a message is displayed stating: Progress notes are filed.
  16. Click [OK].
  17. Select 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" and "Client B".
  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. Validate the 'Note Type' field contains "Note Type A".
  24. Individualize the note as desired and file the note.
  25. Repeat steps 2o-2q for "Client B".
  26. Close the form.
  27. Select "Client A" and access the 'Progress Notes' widget.
  28. Validate the progress note filed in the previous steps is displayed.
  29. Select "Client B" and access the 'Progress Notes' widget.
  30. Validate the progress note filed in the previous steps is displayed.
Scenario 4: Progress Notes (Group and Individual) - Group Independent Note - Validate 'Default Note Type'
Specific Setup:
  • A group (Group A) is defined with two group members (Client A & Client B).
  • A practitioner is associated to the logged in user (Practitioner A).
  • The 'Progress Notes' widget must be accessible on the HomeView.
  • The 'Limit Note Type' registry setting is disabled.
  • The 'Limit Note Types By Practitioner Category' registry setting is disabled.
  • An active note type is defined in the '(10751) Note Type' data element in the 'Dictionary Update' CWS form (Note Type A).
Steps
  1. Access the 'Group Registration' form for "Group A".
  2. Validate the 'Default Note Type' field is displayed.
  3. Select "Note Type A" in the 'Default Note Type' field.
  4. Click [Submit].
  5. Access the 'Progress Notes (Group and Individual)' form.
  6. Select the "Group Default Notes" section.
  7. Enter the current date in the 'Date Of Group' field.
  8. Select "Practitioner A" in the 'Practitioner' field.
  9. Select "Independent Note" in the 'Progress Note For' field.
  10. Select "Group A" in the 'Group Name Or Number' field.
  11. Validate "Note Type A" is defaulted into the 'Note Type' field. Please note: this can be updated, if desired.
  12. Enter the desired value in the 'Note' field.
  13. Click [File Note].
  14. Validate a message is displayed stating: Progress notes are filed.
  15. Click [OK].
  16. Select 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 group scratch notes for "Client A" and "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. Validate the 'Note Type' field contains "Note Type A".
  23. Individualize the note as desired and file the note.
  24. Repeat steps 2o-2q for "Client B".
  25. Close the form.
  26. Select "Client A" and access the 'Progress Notes' widget.
  27. Validate the progress note filed in the previous steps is displayed.
  28. Select "Client B" and access the 'Progress Notes' widget.
  29. Validate the progress note filed in the previous steps is displayed.
Topics
• Progress Notes • Group Progress Notes
Update 44 Summary | Details
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)
  • Site Specific Section Modeling (CWS)
  • Group Progress Note
Scenario 1: 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 contains all active clients 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.
Topics
• Progress Notes
Update 47 Summary | Details
Allergies and Hypersensitivities - Co existing drug and food allergies
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Allergies and Hypersensitivities
  • Order Entry Console
  • Orders This Episode
  • Problem List
  • Results Entry
  • Review Results
  • Console Widget Viewer
  • HomeView.Medical Notes Widget
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: 'Allergies and Hypersensitivities' form - field validations
Specific Setup:
  • A client is enrolled in an existing episode and has two allergies on file (Client A).
Steps
  1. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  2. Click [Update].
  3. Validate the two allergies on file for "Client A" are displayed.
  4. Click on any column header to sort the data.
  5. Validate the data is sorted accordingly.
  6. Select the desired value in the 'Onset' field for both allergies.
  7. Click [Save].
  8. Validate the 'Allergies and Hypersensitivities' grid is dismissed.
  9. Click [Update].
  10. Validate the 'Onset' field contains the value selected in the previous steps.
  11. Click [Close/Cancel].
  12. Validate the 'Allergies and Hypersensitivities' grid is dismissed.
  13. Click [Submit].
  14. Open the "Allergies and Hypersensitivities" form.
  15. Add a medication allergy, such as "Codeine".
  16. Add another row for a food allergy such as "Peanuts".
  17. Validate "Known Medication Allergies" is selected.
  18. Validate "Known Food Allergies" is selected.
  19. Submit the form to file.
Scenario 4: Current Medications Widget
Specific Setup:
  • The 'Avatar CWS->System Maintenance->Current Medications Quick Form->Settings->->Show Medication History For The Last xxx Days' registry setting must be configured (ex. 60).
  • Please log out of the application and log back in after completing the above configuration.
  • A client must be enrolled in an active outpatient episode (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • A user must have the 'Current Medications' widget assigned to a view.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click [Orders This Episode].
  3. Search for and select "ADVIL (IBUPROFEN) 200 MG TABLET ORAL" in the 'New Order' field.
  4. Set the Dose field to "2".
  5. Validate the 'Dose Unit' field contains "tab(s)".
  6. Select "TWICE A DAY" from the 'Freq' field.
  7. Select "ORAL" from the Route filed.
  8. Set the 'Start Date' field to any date in the recent past.
  9. Set the 'Stop Date' field to a date in the recent past.
  10. Set the 'Add Instructions' field to any value.
  11. Click [Add to Scratchpad] and [Sign].
  12. Select "All" from the 'Status' field.
  13. Validate that the previously placed order is displayed with a status of "expired".
  14. Search for and select "ADVIL (IBUPROFEN) 200 MG TABLET ORAL" in the 'New Order' field.
  15. Set the Dose field to "2".
  16. Validate the 'Dose Unit' field contains "tab(s)".
  17. Select "TWICE A DAY" from the 'Freq' field.
  18. Select "ORAL" from the Route filed.
  19. Set the 'Start Date' field to a current date.
  20. Set the 'Stop Date' field to a date in the future.
  21. Set the 'Add Instructions' field to any value.
  22. Click [Add to Scratchpad] and [Sign].
  23. Select "All" from the 'Status' field.
  24. Validate that the previously placed orders are displayed, active and expired.
  25. Navigate to the 'Current Medications' widget and validate that the recently placed order appears as expected.
  26. Select the medication from the 'Current Medications' widget.
  27. Validate that the medication history section displays the current and historic medication filed.
Scenario 5: 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.
Scenario 6: 'All Documents' widget - Validate 'Review Results' records
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view).
  • This is for Avatar NX systems only.
Steps
  1. Select "Client A" and access the 'Results Entry' form.
  2. Select "Add" in the 'Add/Edit/Delete Result' field.
  3. Populate all required and desired fields.
  4. Click [File Header Info].
  5. Validate a message is displayed stating: "Header information filed."
  6. Click [OK].
  7. Select 'Result Details'.
  8. Select "Add" in the 'Add/Edit/Delete Result Detail' field.
  9. Validate the 'Header' field contains the data from the previous steps.
  10. Populate all required and desired fields.
  11. Click [File Detail Info].
  12. Validate a message is displayed stating: "Detail information filed."
  13. Populate or edit any fields and click [File Detail Info].
  14. Click [OK] and [Exit Option].
  15. Access the 'Review Results' form.
  16. Select "Client A" in the 'Client ID' field.
  17. Select the entry from the previous steps in the 'Select Results' field.
  18. Validate the 'Results' field contains the data from the previous steps.
  19. Select any value in the 'Review Status' field.
  20. Click [Submit].
  21. Select "Client A" and access the 'All Documents' view.
  22. Select "All Episodes" in the 'Header Episode' field.
  23. Select 'All Forms'.
  24. Select "Review Results" in the 'Form Description' field.
  25. Validate there are two entries for each detail filed in the previous steps.
  26. Validate the 'Time' field displays.
  27. Select an entry and validate it displays in the 'Console Widget Viewer'.
  28. Validate the 'Launch Report' button exists.
  29. Click [Launch Report].
  30. Validate a report displays with the information filed in the previous steps.
  31. Close the report.
Scenario 7: Medical Note Widget - Allergies
Specific Setup:
  • To be tested in systems with Medical Note configured.
  • Medical Note widget must be added to user's Home View.
Steps
  1. Open the "Allergies and Hypersensitivies" form.
  2. Add a food allergy and a drug allergy at the same time.
  3. File the form.
  4. Open the "Allergies and Hypersensitivies" form.
  5. Validate the allergens display as previously entered.
  6. Navigate to the Medical Note Widget.
  7. Navigate to the "Allergies" section.
  8. Validate the allergens entered through the "Allergies and Hypersensitivities" form display as previously filed.
  9. Using the widget, add another allergen.
  10. Validate it displays in the widget as it was previously filed.
Topics
• Clinical Reconciliation • Allergies and Hypersensitivities • Order Entry Console • Widgets • Medication History • NX • Problem List • Review Results • Medical Note