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Avatar CWS 2023 Monthly Release 2023.02.00 Acceptance Tests

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Update 23 Summary | Details
Avatar CWS - support for Integrated eSignature functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
  • Void Progress Notes
  • Registry Settings (PM)
  • Final to Draft Override (CWS)
  • Treatment Plan
  • Treatment Plan Deletion
  • Clinical Document Viewer
  • Progress Note Corrections
  • Treatment Plan Status Override (CWS)
  • Product Final to Draft Override
Scenario 1: Void Progress Notes - Void Progress Notes filed without document routing
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select "Episode 1" in the 'Select Episode' field.
  4. Select "New Service" in the 'Progress Note For' field.
  5. Select the desired value in the 'Note Type' field.
  6. Enter the desired value in the 'Notes Field' field.
  7. Enter the current date in the 'Date of Service' field.
  8. Select the desired service code in the 'Service Charge Code' field.
  9. Select "Final" in the 'Draft/Final' field.
  10. Click [File Note].
  11. Validate a message is displayed stating: Note Filed.
  12. Click [OK] and close the form.
  13. Access the 'Void Progress Notes' form.
  14. Select "Client A" in the 'Client ID' field.
  15. Select "Episode 1" in the 'Episode Number' field.
  16. Enter the current date in the 'Start Date' and 'End Date' field.
  17. Click [Select Note To Void].
  18. Select the progress note filed in the previous steps and click [OK].
  19. Select the desired value in the 'Reason For Voiding The Note' field.
  20. Enter the desired value in the 'Comments' field.
  21. Click [Submit] and close the form.
  22. Access Crystal Reports or other SQL Reporting tool.
  23. Create a report using the 'SYSTEM.cw_notes_voided' SQL table.
  24. Validate a row is displayed for the progress note voided in the previous steps.
  25. Close the report.
Scenario 2: Treatment Plan Deletion - Delete a "Draft" Treatment Plan
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the desired date in the 'Plan Date' field.
  3. Select the desired value in the 'Plan Type' field.
  4. Select "Draft" in the 'Treatment Plan Status' field.
  5. Click [Launch Plan] and [Add New Problem].
  6. Select the desired value in the 'Problem Code' field.
  7. Enter the desired value in the 'Problem' field.
  8. Select "Active" in the 'Status (Problem List)' field.
  9. Select "Active" in the 'Status' field.
  10. Click [Return to Plan].
  11. Validate a message is displayed stating: Plan saved successfully.
  12. Click [OK] and [Submit].
  13. Access the 'Treatment Plan Deletion' form.
  14. Select "Treatment Plan" in the 'Type Of Treatment Plan To Delete' field.
  15. Select "Episode 1" in the 'Episode #' field.
  16. Select the draft treatment plan filed in the previous steps in the 'Treatment Plan' field.
  17. Enter the desired value in the 'Comments' field.
  18. Select the desired value in the 'Reason For Deletion' field.
  19. Click [Submit].
  20. Access the 'Treatment Plan Deletion' form.
  21. Select "Treatment Plan" in the 'Type Of Treatment Plan To Delete' field.
  22. Select "Episode 1" in the 'Episode #' field.
  23. Validate the draft treatment plan deleted in the previous steps is no longer displayed in the 'Treatment Plan' field.
  24. Close the form.
Scenario 3: Void Progress Notes - Void Progress Notes filed with document routing
Specific Setup:
  • Document routing is enabled on the 'Progress Notes (Group and Individual)' form.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select "Episode 1" in the 'Select Episode' field.
  4. Select "New Service" in the 'Progress Note For' field.
  5. Select the desired value in the 'Note Type' field.
  6. Enter the desired value in the 'Notes Field' field.
  7. Enter the current date in the 'Date of Service' field.
  8. Select the desired service code in the 'Service Charge Code' field.
  9. Select "Final" in the 'Draft/Final' field.
  10. Click [File Note].
  11. Validate the 'Confirm Document' dialog is displayed.
  12. Click [Accept].
  13. Enter the password associated to the logged in user and click [Verify].
  14. Validate a message is displayed stating: Note Filed.
  15. Click [OK] and close the form.
  16. Access the 'Clinical Document Viewer' form.
  17. Select "Client" in the 'Select Type:' field.
  18. Select "Individual" in the 'Select All or Individual Client' field.
  19. Select "Client A" in the 'Select Client' field.
  20. Click [Process].
  21. Validate the document filed is displayed with "Final" as the 'Document Status'.
  22. Select the document for viewing and click [View].
  23. Validate the document displays as expected with the approver signature.
  24. Click [Close All Documents] and close the form
  25. Access the 'Void Progress Notes' form.
  26. Select "Client A" in the 'Client ID' field.
  27. Select "Episode 1" in the 'Episode Number' field.
  28. Enter the current date in the 'Start Date' and 'End Date' field.
  29. Click [Select Note To Void].
  30. Select the progress note filed in the previous steps and click [OK].
  31. Select the desired value in the 'Reason For Voiding The Note' field.
  32. Enter the desired value in the 'Comments' field.
  33. Click [Submit] and close the form.
  34. Access the 'Clinical Document Viewer' form.
  35. Select "Client" in the 'Select Type:' field.
  36. Select "Individual" in the 'Select All or Individual Client' field.
  37. Select "Client A" in the 'Select Client' field.
  38. Click [Process].
  39. Validate the document now displays with "Void" as the 'Document Status'.
  40. Close the form.
Scenario 4: Progress Notes (Group and Individual) - Delete Draft Note
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select the desired episode in the 'Select Episode' field.
  4. Select "Independent Note" in the 'Progress Note For' field.
  5. Select the desired value in the 'Note Type' field.
  6. Enter the desired value in the 'Notes Field' field.
  7. Select "Draft" in the 'Draft/Final' field.
  8. Click [File Note].
  9. Validate a message is displayed stating: Note Filed.
  10. Click [OK].
  11. Select the draft note filed in the previous steps in the 'Select Draft Note To Edit' field.
  12. Validate all previously filed data is displayed.
  13. Click [Delete Draft/Group Default Note].
  14. Validate a message is displayed stating: Do you want to continue deleting this note?
  15. Click [Yes].
  16. Validate a message is displayed stating: Draft note has been deleted.
  17. Click [OK].
  18. Validate the previously populated fields are no longer populated.
  19. Close the form.
Scenario 5: Ambulatory Progress Notes - Delete Draft Note
Specific Setup:
  • A client is enrolled in an existing outpatient episode (Client A).
Steps
  1. Select "Client A" and access the 'Ambulatory Progress Notes' form.
  2. Select "Independent Note" in the 'Progress Note For' field.
  3. Select the desired value in the 'Note Type' field.
  4. Enter the desired value in the 'Notes Field' field.
  5. Select "Draft" in the 'Draft/Final' field.
  6. Click [Submit].
  7. Select "Client A" and access the 'Ambulatory Progress Notes' form.
  8. Validate the Pre-Display contains the draft note filed in the previous steps.
  9. Select the draft note and click [Delete].
  10. Validate a message is displayed stating: Are you sure you want to delete this item?
  11. Click [Yes].
  12. Select "Client A" and access the 'Ambulatory Progress Notes' form.
  13. Validate the Pre-Display no longer contains the draft note deleted in the previous steps.
  14. Close the form.
Scenario 6: Inpatient Progress Notes - Delete Draft Note
Specific Setup:
  • A client is enrolled in an existing inpatient episode (Client A).
Steps
  1. Select "Client A" and access the 'Inpatient Progress Notes' form.
  2. Select "Independent Note" in the 'Progress Note For' field.
  3. Select the desired value in the 'Note Type' field.
  4. Enter the desired value in the 'Notes Field' field.
  5. Select "Draft" in the 'Draft/Final' field.
  6. Click [Submit] and close the form.
  7. Select "Client A" and access the 'Inpatient Progress Notes' form.
  8. Validate the Pre-Display contains the draft note filed in the previous steps.
  9. Select the draft note and click [Delete].
  10. Validate a message is displayed stating: Are you sure you want to delete this item?
  11. Click [Yes].
  12. Select "Client A" and access the 'Inpatient Progress Notes' form.
  13. Validate the Pre-Display no longer contains the draft note deleted in the previous steps.
  14. Close the form.
Scenario 7: Integrated eSignature - Void Progress Notes
Specific Setup:
  • Please note: this is for Avatar NX systems only.
  • Avatar NX must be configured to integrate with myHealthPointe.
  • A client is enrolled in an existing outpatient episode with the following (Client A):
  • 'Date of Birth' on file
  • 'Email Address' on file
  • Login credentials for myHealthPointe
  • The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y".
  • Document Routing is enabled on the 'Progress Notes (Group and Individual)' form and an approver is not required.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select the desired episode in the 'Select Episode' field.
  4. Select "Independent Note" in the 'Progress Note For' field.
  5. Select the desired value in the 'Note Type' field.
  6. Enter the desired value in the 'Notes Field' field.
  7. Select "Final" in the 'Draft/Final' field.
  8. Click [File Note].
  9. Validate a 'Confirm Document' dialog is displayed.
  10. Click [Accept and Route].
  11. Enter the password for the logged in user in the 'Password' field and click [Verify].
  12. Select "Collect eSignature" in the 'Send to myHealthPointe' field.
  13. Click [Submit].
  14. Validate a message is displayed stating: Note Filed.
  15. Click [OK] and close the form.
  16. Log in to myHealthPointe for "Client A".
  17. Select the "Documents Awaiting Signature" section.
  18. Validate the document sent for eSignature is displayed but do not sign it.
  19. Access Crystal Reports or other SQL Reporting Tool.
  20. Create a report using the 'DocR.esignature' SQL table.
  21. Validate a row is displayed for the document pending eSignature for "Client A".
  22. Validate the 'eSignature_status' field contains "Pending".
  23. Access the 'Void Progress Notes' form.
  24. Select "Client A" in the 'Client ID' field.
  25. Select the episode used in the previous steps in the 'Episode Number' field.
  26. Enter the current date in the 'Start Date' and 'End Date' fields.
  27. Click [Select Note To Void].
  28. Validate the 'Select Note To Void' dialog contains the note filed in the previous steps with an indicator stating: [eSignature Requested on XX/XX/XXXX at XX:XX].
  29. Select the note and click [OK].
  30. Select the desired value in the 'Reason For Voiding The Note' field.
  31. Enter the desired value in the 'Comments' field.
  32. Click [Submit] and close the form.
  33. Log in to myHealthPointe for "Client A".
  34. Select the "Documents Awaiting Signature" section.
  35. Validate the voided document is no longer displayed.
  36. Access Crystal Reports or other SQL Reporting Tool.
  37. Refresh the report using the 'DocR.esignature' SQL table.
  38. Validate the row for "Client A" is no longer displayed.
  39. Close the report.
  40. Access the 'Clinical Document Viewer' form.
  41. Select "Client" in the 'Select Type:' field.
  42. Select "Individual" in the 'Select All or Individual Client' field.
  43. Select "Client A" in the 'Select Client' field.
  44. Click [Process].
  45. Validate there is a row for the voided note with the following:
  46. Document Description of "Integrated eSignature Request"
  47. Document Status of "Void"
  48. Close the form.
Scenario 8: Integrated eSignature - Progress Note Corrections
Specific Setup:
  • Please note: this is for Avatar NX systems only.
  • Avatar NX must be configured to integrate with myHealthPointe.
  • A client is enrolled in an existing outpatient episode with the following (Client A):
  • 'Date of Birth' on file
  • 'Email Address' on file
  • Login credentials for myHealthPointe
  • The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y".
  • Document Routing is enabled on the 'Progress Notes (Group and Individual)' form and an approver is not required.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select the desired episode in the 'Select Episode' field.
  4. Select "Independent Note" in the 'Progress Note For' field.
  5. Select the desired value in the 'Note Type' field.
  6. Enter the desired value in the 'Notes Field' field.
  7. Select "Final" in the 'Draft/Final' field.
  8. Click [File Note].
  9. Validate a 'Confirm Document' dialog is displayed.
  10. Click [Accept and Route].
  11. Enter the password for the logged in user in the 'Password' field and click [Verify].
  12. Select "Collect eSignature" in the 'Send to myHealthPointe' field.
  13. Click [Submit].
  14. Validate a message is displayed stating: Note Filed.
  15. Click [OK] and close the form.
  16. Log in to myHealthPointe for "Client A".
  17. Select the "Documents Awaiting Signature" section.
  18. Validate the document sent for eSignature is displayed but do not sign it.
  19. Access Crystal Reports or other SQL Reporting Tool.
  20. Create a report using the 'DocR.esignature' SQL table.
  21. Validate a row is displayed for the document pending eSignature for "Client A".
  22. Validate the 'eSignature_status' field contains "Pending".
  23. Access the 'Progress Note Corrections' form.
  24. Select "Client A" in the 'Client ID' field.
  25. Select the episode used in the previous steps in the 'Episode Number' field.
  26. Enter the current date in the 'Start Date' and 'End Date' fields.
  27. Click [Select Note To Correct].
  28. Validate the 'Select Note To Correct' dialog contains the note filed in the previous steps with an indicator stating: [eSignature Requested on XX/XX/XXXX at XX:XX].
  29. Select the note and click [OK].
  30. Select "Revert Final Note to Draft" in the 'Correction Action' field.
  31. Select the desired value in the 'Reason for Correction' field.
  32. Enter the desired value in the 'Comments' field.
  33. Click [Submit].
  34. Log in to myHealthPointe for "Client A".
  35. Select the "Documents Awaiting Signature" section.
  36. Validate the document is no longer displayed.
  37. Access Crystal Reports or other SQL Reporting Tool.
  38. Refresh the report using the 'DocR.esignature' SQL table.
  39. Validate the 'eSignature_status' field now contains "Rescinded".
  40. Close the report.
Scenario 9: Integrated eSignature - Treatment Plan Status Override
Specific Setup:
  • Please note: this is for Avatar NX systems only.
  • Avatar NX must be configured to integrate with myHealthPointe.
  • A client is enrolled in an existing outpatient episode with the following (Client A):
  • 'Date of Birth' on file
  • 'Email Address' on file
  • Login credentials for myHealthPointe
  • The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y".
  • Document Routing is enabled on the 'Treatment Plan' form and an approver is not required.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the desired date in the 'Plan Date' field.
  3. Select the desired value in the 'Plan Type' field.
  4. Populate all other required and desired fields.
  5. Select "Final" in the 'Treatment Plan Status' field.
  6. Click [Submit].
  7. Validate a 'Confirm Document' dialog is displayed.
  8. Click [Accept and Route].
  9. Enter the password for the logged in user in the 'Password' field and click [Verify].
  10. Select "Collect eSignature" in the 'Send to myHealthPointe' field.
  11. Click [Submit].
  12. Log in to myHealthPointe for "Client A".
  13. Select the "Documents Awaiting Signature" section.
  14. Validate the document sent for eSignature is displayed but do not sign it.
  15. Access Crystal Reports or other SQL Reporting Tool.
  16. Create a report using the 'DocR.esignature' SQL table.
  17. Validate a row is displayed for the document pending eSignature for "Client A".
  18. Validate the 'eSignature_status' field contains "Pending".
  19. Access the 'Treatment Plan Status Override' form.
  20. Select "Client A" in the 'Select Client' field.
  21. Select "(60000) Treatment Plan" in the 'Select Treatment Plan' field.
  22. Select the treatment plan filed in the previous steps in the 'Select Client Plan' field.
  23. Enter the desired value in the 'Override Reason' field.
  24. Click [Submit].
  25. Validate a message is displayed stating: Are you sure you want to change this treatment plan status back to draft?
  26. Click [Yes].
  27. Log in to myHealthPointe for "Client A".
  28. Select the "Documents Awaiting Signature" section.
  29. Validate the document is no longer displayed.
  30. Access Crystal Reports or other SQL Reporting Tool.
  31. Refresh the report using the 'DocR.esignature' SQL table.
  32. Validate the 'eSignature_status' field now contains "Rescinded".
  33. Close the report.
Scenario 10: 'Product Final to Draft Override' - Revert a Finalized Progress Note to a 'Draft' status
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • The 'Progress Notes' widget is accessible on the HomeView.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select "Independent Note" in the 'Progress Note For' field.
  4. Select the desired value in the 'Note Type' field.
  5. Enter the desired value in the 'Notes Field' field.
  6. Select "Final" in the 'Draft/Final' field.
  7. Click [File Note].
  8. Validate a message is displayed stating: Note Filed.
  9. Click [OK] and close the form.
  10. Select "Client A" and access the 'Progress Notes' widget.
  11. Validate the finalized note is displayed.
  12. Access the 'Product Final To Draft Override' form.
  13. Select "Progress Notes (Group and Individual)" in the 'Option' field.
  14. Select "Client A" in the 'Entity Lookup' field.
  15. Select the appropriate episode in the 'Episode Number' field.
  16. Click [Select Row].
  17. Select the finalized note and click [OK].
  18. Enter the desired value in the 'Override Reason' field.
  19. Click [Submit] and [No].
  20. Select "Client A" and access the 'Progress Notes' widget.
  21. Validate the note reverted to draft is displayed.
Topics
• Progress Notes • NX • Integrated eSignature • Treatment Plan • Product Final to Draft Override
Update 35 Summary | Details
Manage Observer Caseload - New Fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Manage Observer Caseload
  • Crystal Report Viewer
Scenario 1: Manage Observer Caseload - Transfer Caseload - Validate Caseload Report
Specific Setup:
  • Two users are defined with associated practitioners that have credentials on file (User A & User B).
  • A client is enrolled in an existing inpatient episode (Client A).
  • "Client A" is not in the observer caseload of "User A" or "User B".
Steps
  1. Access the 'Manage Observer Caseload' form.
  2. Select "User A" in the 'Select User' field.
  3. Select "Add" in the 'Add or Remove Client From Caseload' field.
  4. Select the unit "Client A" is admitted into in the 'Unit' field.
  5. Select "Client A" in the 'Select Clients' field.
  6. Click [Update Caseload].
  7. Validate the 'Current Caseload' field contains "Client A".
  8. Select the "Transfer Caseload" section.
  9. Validate the following new fields are displayed:
  10. 'Credentials (From Staff)'
  11. 'Credentials (To Staff)'
  12. 'Transfer Caseload Reason'
  13. 'Caseload Assigned By'
  14. 'Run Caseload Report'
  15. Select "User A" in the 'Transfer Caseload From' field.
  16. Validate the 'Credentials (From Staff)' field is read-only and contains the practitioner credentials for "User A".
  17. Select "User B" in the 'Transfer Caseload To' field.
  18. Validate the 'Credentials (To Staff)' field is read-only and contains the practitioner credentials for "User B".
  19. Select "Client A" in the 'Select Clients' field.
  20. Validate the 'Caseload Assigned By' field contains the logged in user. This can be updated, if desired.
  21. Select the desired value in the 'Transfer Caseload Reason' field. Note: this is a user defined dictionary - user can right click to add dictionary values.
  22. Click [Transfer Caseload].
  23. Validate a message is displayed stating: Selected client(s) will be transferred from the caseload of "User A" to "User B". Are you sure?
  24. Click [OK] and [Run Caseload Report].
  25. Validate the report is displayed and contains the following:
  26. For "User B" there will be a record for "Client A" with the following details:
  27. Action - Added
  28. Assigned Date - Transfer date
  29. Assigned Time - Transfer time
  30. Caseload Assigned By - User selected in the 'Caseload Assigned By' field
  31. Reason - Value selected in the 'Transfer Caseload Reason' field
  32. For "User A" there will be a record for "Client A" with the following details:
  33. Action - Removed
  34. Assigned Date - Transfer date
  35. Assigned Time - Transfer time
  36. Caseload Assigned By - User selected in the 'Caseload Assigned By' field
  37. Reason - Value selected in the 'Transfer Caseload Reason' field'
  38. Close the report and the form.
  39. Access Crystal Reports or other SQL Reporting tool.
  40. Select the CWS namespace.
  41. Create a report using the 'Observer.caseload_audit' SQL table.
  42. Validate there are two rows for the caseload transfer from "User A" to "User B".
Scenario 2: Manage Observer Caseload - Manage Caseload - Validate Caseload Report
Specific Setup:
  • A user is defined with an associated practitioner that has credentials on file (User A).
  • A client is enrolled in an existing inpatient episode (Client A).
  • "Client A" is not in "User A's" observer caseload.
Steps
  1. Access the 'Manage Observer Caseload' form.
  2. Validate the following new fields are displayed:
  3. 'Credentials'
  4. 'Caseload Assigned By'
  5. 'Reason to Remove Caseload'
  6. 'Run Caseload Report'
  7. Select "User A" in the 'Select User' field.
  8. Validate the 'Credentials' field is read-only and contains the practitioner credentials for "User A".
  9. Validate the 'Caseload Assigned By' field contains the logged in user. This can be updated, if desired.
  10. Select "Add" in the 'Add or Remove Client From Caseload' field.
  11. Validate the 'Reason to Remove Caseload' field is disabled. This field will only be enabled when "Remove" is selected in the 'Add or Remove Client From Caseload' field.
  12. Select the unit "Client A" is admitted into in the 'Unit' field.
  13. Click [Update Caseload].
  14. Validate the 'Current Caseload' field contains "Client A".
  15. Click [Run Caseload Report].
  16. Validate the report is displayed and contains the following:
  17. For "User A" there will be a record for "Client A" with the following details:
  18. Action - Added
  19. Assigned Date - Added date
  20. Assigned Time - Added time
  21. Caseload Assigned By - User selected in the 'Caseload Assigned By' field
  22. Close the report.
  23. Access Crystal Reports or other SQL Reporting tool.
  24. Select the CWS namespace.
  25. Create a report using the 'Observer.caseload_audit' SQL table.
  26. Validate there is a row for "Client A" being added to "User A" caseload.
  27. Validate the 'assigned_by_user_id' and 'assigned_by_user_name' fields contain the 'Caseload Assigned By' user if populated, if not, the logged in user.
  28. Validate the 'assigned_date' contains the date "Client A" was added.
  29. Validate the 'assigned_time' field contains the time "Client A" was added.
  30. Validate the 'assigned_to_user_id' and 'assigned_to_user_name' fields contain "User A".
  31. Validate the 'PATID' field contains "Client A".
  32. Validate the 'action_code' field contains "A".
  33. Validate the 'action_value' field contains "Added".
  34. Validate the 'client_name' field contains "Client A".
  35. Validate the 'credentials_code', 'credentials_shval', and 'credentials_value' fields contains the credential codes/values for "User A".
  36. Navigate back to the 'Manage Observer Caseload' form.
  37. Validate the 'Select User' field contains "User A".
  38. Validate the 'Caseload Assigned By' field contains the logged in user.
  39. Select "Remove" in the 'Add or Remove Client From Caseload' field.
  40. Validate the 'Reason to Remove Caseload' field is now enabled.
  41. Select the desired value in the 'Reason to Remove Caseload' field. Note: this is a user defined dictionary - user can right click to add dictionary values.
  42. Select "Client A" in the 'Select Clients' field.
  43. Click [Update Caseload].
  44. Validate a message is displayed stating: You are about to remove the selected client(s) from the caseload of "User A". Are you sure you want to continue?
  45. Click [OK].
  46. Validate the 'Current Caseload' field does not contain "Client A".
  47. Click [Run Caseload Report].
  48. Validate the report is displayed and contains the following:
  49. For "User A" there will be a record for "Client A" with the following details:
  50. Action - Removed
  51. Assigned Date - Removed date
  52. Assigned Time - Removed time
  53. Caseload Assigned By - User selected in the 'Caseload Assigned By' field
  54. Reason - Value selected in the 'Reason to Remove Caseload' field
  55. Close the report and the form.
  56. Access Crystal Reports or other SQL Reporting tool.
  57. Refresh the report using the 'Observer.caseload_audit' SQL table.
  58. Validate there is a row for "Client A" being removed from "User A" caseload.
  59. Validate the 'assigned_by_user_id' and 'assigned_by_user_name' fields contain the 'Caseload Assigned By' user if populated, if not, the logged in user.
  60. Validate the 'assigned_date' contains the date "Client A" was removed.
  61. Validate the 'assigned_time' field contains the time "Client A" was removed.
  62. Validate the 'assigned_to_user_id' and 'assigned_to_user_name' fields contain "User A".
  63. Validate the 'PATID' field contains "Client A".
  64. Validate the 'action_code' field contains "R".
  65. Validate the 'action_value' field contains "Removed".
  66. Validate the 'client_name' field contains "Client A".
  67. Validate the 'credentials_code', 'credentials_shval', and 'credentials_value' fields contains the credential codes/values for "User A".
  68. Validate the 'removal_code' and 'removal_value' field contains the corresponding code/value for the value selected in the 'Reason to Remove Caseload' field.
  69. Close the report.
Manage Observer Caseload - 'Allow Clear All Caseloads' registry setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Manage Nursing Caseload
  • Nursing Caseload Assignment
  • Manage Observer Caseload
  • Registry Settings (PM)
Scenario 1: Manage Observer Caseload - Clear Caseload - Validate the 'Allow Clear All Caseloads' registry setting
Specific Setup:
  • A client is enrolled in an existing inpatient episode (Client A).
  • "Client A" is not part of the logged in user's caseload (User A).
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Allow Clear All Caseloads" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Validate the default 'Registry Setting Value' is "Y".
  5. Validate the 'Registry Setting Details' field contains: Enter 'Y' to allow 'Clear All Caseloads' in the 'Manage Observer Caseload' form. Enter 'N' to disallow 'Clear All Caseloads' in the 'Manage Observer Caseload' form.
  6. Click [Submit] and close the form.
  7. Access the 'Manage Observer Caseload' form.
  8. Search for and select "User A" in the 'Select User' field.
  9. Select "Add" in the 'Add or Remove Client From Caseload' field.
  10. Select the unit that "Client A" is admitted into in the 'Unit' field.
  11. Select "Client A" in the 'Select Clients' field.
  12. Click [Update Caseload].
  13. Validate the 'Current Caseload' field contains "Client A".
  14. Select the "Clear All Caseloads" section.
  15. Click [Clear All Caseloads].
  16. Validate a message is displayed stating: You are about to clear observation caseloads for all users. Do you want to continue?
  17. Click [OK].
  18. Validate a message is displayed stating: NTST Observer caseloads are cleared for all users.
  19. Click [OK].
  20. Select the "Manage Caseload" section.
  21. Search for and select "User A" in the 'Select User' field.
  22. Validate the 'Current Caseload' field no longer contains "Client A".
  23. Close the form.
  24. Access the 'Registry Settings' form.
  25. Enter "Allow Clear All Caseloads" in the 'Limit Registry Settings to the Following Search Criteria' field.
  26. Click [View Registry Settings].
  27. Enter "N" in the 'Registry Setting Value' field.
  28. Click [Submit] and close the form.
  29. Access the 'Manage Observer Caseload' form.
  30. Search for and select "User A" in the 'Select User' field.
  31. Select "Add" in the 'Add or Remove Client From Caseload' field.
  32. Select the unit that "Client A" is admitted into in the 'Unit' field.
  33. Select "Client A" in the 'Select Clients' field.
  34. Click [Update Caseload].
  35. Validate the 'Current Caseload' field contains "Client A".
  36. Select the "Clear All Caseloads" section.
  37. Click [Clear All Caseloads].
  38. Validate a message is displayed stating: 'Clear All Caseloads' is not allowed.
  39. Click [OK].
  40. Select the "Manage Caseload" section.
  41. Validate "Client A" is still displayed in the 'Current Caseload' field.
  42. Close the form.
Topics
• Manage Observer Caseload • Registry Settings
Update 45 Summary | Details
Task List - Performance Improvements
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Nursing Caseload Assignment
  • Task Definitions
  • Task Associations
  • Orders This Episode
  • eMAR widget
Scenario 1: Task List - Filter Task List widget to view patients by Unit
Steps

Internal testing only
Topics
• NX • Task List
Update 48 Summary | Details
Progress Notes (Group and Individual) - Client Problem List PCL
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Problem List
  • Progress Notes (Group and Individual)
  • .Progress Note
  • Group Registration
  • Clinical Document Viewer
  • Set System Defaults (CWS)
  • Crystal Report Viewer
Scenario 1: Chart View - View Progress Notes (Group and Individual) documents
Specific Setup:
  • Add the "Progress Notes Widget" to the user's homeview.
  • Admit a test client into any episode.
  • Using the "Site Specific Section Modeling" form.
  • Add a "SS Note Multiple Response Dictionary" field with Problem List PCL to the "Progress Notes (Group and Individual)" form or one if it's copies.
  • Using the "Problem List" form,
  • Add 1 or more problems for the test client.
Steps
  1. Open the progress note form used for this test.
  2. Create a note for an individual.
  3. Select one or more problems in the new field that was added via "Site Specific Section Modeling".
  4. Finalize the progress note.
  5. Sign the document.
  6. Select the client from the Client Search field.
  7. Double click on the client's name.
  8. Client's Chart comes up.
  9. Select the link for the progress note type that was just filed.
  10. A document list displays.
  11. Select the document that was just stored.
  12. Validate the data from the site specific field displays on the document as it was originally stored.
Scenario 2: Progress Notes Widget - Sort Order by Filing Time in descending order
Specific Setup:
  • Enable document routing for the progress note form to be used for testing by using the "Document Routing Setup" form.
  • Using "Site Specific Section Modeling", add a SS Note Multiple Response Dictionary field to the progress notes used and attach "Problem List" PCL.
  • Admit a test client or select an existing test client.
  • Add the "Progress Notes Widget" to the user's home view using "View Definition" form.
  • Using the "Problem List" form, enter problems for the test client.
Steps
  1. Open the Progress Notes form selected for testing.
  2. Generate a progress note for a new service, be sure not to populate the "Start Time" and "End Times".
  3. Set the "Note Field" text to "Note 1".
  4. Set the "Draft/Final" to "Draft".
  5. Submit the form.
  6. Open the Progress Notes form selected for testing.
  7. Generate a progress note for a new service, be sure not to populate the "Start Time" and "End Times".
  8. Set the "Note Field" text to "Note 2".
  9. Set the "Draft/Final" to "Draft".
  10. Submit the form.
  11. Open the Progress Notes form selected for testing.
  12. Generate a progress note for a new service, be sure not to populate the "Start Time" and "End Time".
  13. Set the "Note Field" text to "Note 3".
  14. Set the "Date of Service" to the same date as "Note 2".
  15. Set the "Draft/Final" to "Draft".
  16. Submit the form.
  17. Open the Progress Notes form selected for testing.
  18. Edit the 3rd note entered.
  19. Navigate to the "Progress Notes Widget".
  20. Validate the progress notes entered for this test appear in the following sorted order: "Note 1", "Note 3", "Note 2".
  21. "Note 3" will appear prior to "Note 2" since it was filed more recently than "Note 2" and due to the absence of start/end times, the program uses the filing time of the note.
  22. Open the Progress Notes form selected for testing.
  23. Create a progress note for the client and populate the field with Problem List PCL added via "Site Specific Section Modeling" form.
  24. Finalize the note.
  25. Navigate to the "Progress Notes Widget".
  26. Validate the problem data is included on the document.
Scenario 3: 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.
  • Using the "Site Specific Section Modeling" form, edit the "Progress Notes (Group and Individual)" form or copies of, add a "SS Note Multiple Response Dictionary" field and attach Problem Code PCL.
  • Using the "Problem List" form, assign problems to 2 of the test clients admitted.
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.
  23. Open the "Progress Notes (Group and Individual)" form.
  24. Create a group default note.
  25. Individualize the progress notes for the group members making sure to select some or all of the problems listed in the SS Note Multiple Response Dictionary field for 2 of the 3 group members.
  26. Finalize the notes.
  27. Using the "Clinical Document Viewer" form.
  28. Validate the problem data is on the document.
  29. Print the document.
  30. Validate the printed document reflects the correct problem data for each of the 3 group members.
Chart View - Progress notes with Client Problem List PCL
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Problem List
  • Progress Notes (Group and Individual)
  • .Progress Note
Scenario 1: Chart View - View Progress Notes (Group and Individual) documents
Specific Setup:
  • Add the "Progress Notes Widget" to the user's homeview.
  • Admit a test client into any episode.
  • Using the "Site Specific Section Modeling" form.
  • Add a "SS Note Multiple Response Dictionary" field with Problem List PCL to the "Progress Notes (Group and Individual)" form or one if it's copies.
  • Using the "Problem List" form,
  • Add 1 or more problems for the test client.
Steps
  1. Open the progress note form used for this test.
  2. Create a note for an individual.
  3. Select one or more problems in the new field that was added via "Site Specific Section Modeling".
  4. Finalize the progress note.
  5. Sign the document.
  6. Select the client from the Client Search field.
  7. Double click on the client's name.
  8. Client's Chart comes up.
  9. Select the link for the progress note type that was just filed.
  10. A document list displays.
  11. Select the document that was just stored.
  12. Validate the data from the site specific field displays on the document as it was originally stored.
Scenario 2: Progress Notes Widget - Sort Order by Filing Time in descending order
Specific Setup:
  • Enable document routing for the progress note form to be used for testing by using the "Document Routing Setup" form.
  • Using "Site Specific Section Modeling", add a SS Note Multiple Response Dictionary field to the progress notes used and attach "Problem List" PCL.
  • Admit a test client or select an existing test client.
  • Add the "Progress Notes Widget" to the user's home view using "View Definition" form.
  • Using the "Problem List" form, enter problems for the test client.
Steps
  1. Open the Progress Notes form selected for testing.
  2. Generate a progress note for a new service, be sure not to populate the "Start Time" and "End Times".
  3. Set the "Note Field" text to "Note 1".
  4. Set the "Draft/Final" to "Draft".
  5. Submit the form.
  6. Open the Progress Notes form selected for testing.
  7. Generate a progress note for a new service, be sure not to populate the "Start Time" and "End Times".
  8. Set the "Note Field" text to "Note 2".
  9. Set the "Draft/Final" to "Draft".
  10. Submit the form.
  11. Open the Progress Notes form selected for testing.
  12. Generate a progress note for a new service, be sure not to populate the "Start Time" and "End Time".
  13. Set the "Note Field" text to "Note 3".
  14. Set the "Date of Service" to the same date as "Note 2".
  15. Set the "Draft/Final" to "Draft".
  16. Submit the form.
  17. Open the Progress Notes form selected for testing.
  18. Edit the 3rd note entered.
  19. Navigate to the "Progress Notes Widget".
  20. Validate the progress notes entered for this test appear in the following sorted order: "Note 1", "Note 3", "Note 2".
  21. "Note 3" will appear prior to "Note 2" since it was filed more recently than "Note 2" and due to the absence of start/end times, the program uses the filing time of the note.
  22. Open the Progress Notes form selected for testing.
  23. Create a progress note for the client and populate the field with Problem List PCL added via "Site Specific Section Modeling" form.
  24. Finalize the note.
  25. Navigate to the "Progress Notes Widget".
  26. Validate the problem data is included on the document.
Topics
• Progress Notes • Group Progress Notes • Widgets • NX
Update 51 Summary | Details
Progress Notes (Group and Individual) - '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)
  • Group Progress Note
Scenario 1: Progress Notes (Group and Individual) - Add multiple clients to group by unit
Specific Setup:
  • A group (Group A) is defined with two clients (Client A & Client B).
  • A second group (Group B) is defined with two clients (Client C & Client D).
  • Two other clients (Client E & Client F) are enrolled in inpatient episodes and are assigned to a unit (Unit A).
  • The following fields must be added to the 'Group Default Notes' section of the 'Progress Notes (Group and Individual)' form in 'Site Specific Section Modeling:
  • 'Add to Group - Use Caseload or Unit for Selection'
  • 'Unit'
  • 'Select Clients'
  • 'Add Selected Clients to Group List'
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Navigate to the "Group Default Notes" section.
  3. Enter the current date in the 'Date Of Group' field.
  4. Select the desired value in the '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 that the 'Client Who Attended Group' field contains "Client A" and "Client B".
  9. Click [Add Client To Group].
  10. Validate the 'Add to Group - Use Caseload or Unit for Selection' field becomes enabled.
  11. Select "Unit" in the 'Add to Group - Use Caseload or Unit for Selection' field.
  12. Validate that the 'Unit' field becomes enabled and required.
  13. Select "Unit A" in the 'Unit' field.
  14. Validate the 'Select Clients' field contains "Client E" and "Client F".
  15. Select "Group B" in the 'Group Name Or Number' field.
  16. Validate the 'Select Clients' field is cleared and no longer contains a value.
  17. Validate the 'Client Who Attended Group' field contains "Client C" and "Client D".
  18. Select "Unit" in the 'Add to Group - Use Caseload or Unit for Selection' field.
  19. Select "Unit A" in the 'Unit' field.
  20. Select "Client E" and "Client D" in the 'Select Clients' field.
  21. Click [Add Selected Clients to Group List].
  22. Validate that the 'Client Who Attended Group' field contains "Client C", "Client D", "Client E", and "Client F".
  23. Click [File Note].
  24. Navigate to the "Individual Progress Notes" section.
  25. Again select "Group B" in the 'Group Name Or Number' field.
  26. Enter the current date in the 'Note Date' field.
  27. Validate that the 'Select Note to Edit' field contains group scratch notes for "Client C", "Client D", "Client E" and "Client F".
  28. Select the note for "Client C" in the 'Select Note To Edit' field.
  29. Validate all fields are populated based on the values entered in the group note.
  30. Individualize the note as desired and file the notes.
  31. Repeat as needed for "Client D", "Client E", and "Client F".
  32. Close the form.
Scenario 2: Progress Notes (Group and Individual) - Add multiple clients to group by caseload
Specific Setup:
  • A group (Group A) is defined with two clients (Client A & Client B).
  • A second group (Group B) is defined with two clients (Client C & Client D).
  • Two other clients are enrolled in active episodes and are part of the logged in user's caseload (Client E & Client F).
  • 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 "Client A" and "Client B".
  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 "Group B" in the 'Group Name Or Number' field.
  14. Validate the 'Select Clients' field is cleared and no longer contains a value.
  15. Validate the 'Client Who Attended Group' field contains "Client C" and "Client D".
  16. Select "Caseload" in the 'Add to Group - Use Caseload or Unit for Selection' field.
  17. Validate the 'Select Clients' field contains all active clients in the user's caseload with the most recent episode number.
  18. Select "Client E" and "Client F" in the 'Select Clients' field.
  19. Click [Add Selected Clients to Group List].
  20. Validate the 'Client Who Attended Group' field contains "Client C", "Client D", "Client E", and "Client F".
  21. Click [File Note].
  22. Navigate to the "Individual Progress Notes" section.
  23. Select "Group B" in the 'Group Name Or Number' field.
  24. Enter the current date in the 'Note Date' field.
  25. Validate the 'Select Note to Edit' field contains group scratch notes for "Client C", "Client D", "Client E" and "Client F".
  26. Select the note for "Client C" in the 'Select Note To Edit' field.
  27. Validate all fields populate based off the values entered in the group note.
  28. Individualize the note as desired and file the note.
  29. Repeat as needed for "Client D", "Client E", and "Client F".
  30. Close the form.
Topics
• Progress Notes
Update 54.1 Summary | Details
Progress Notes - Signatures in Chart View/Progress Notes Widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Problem List
  • Progress Notes (Group and Individual)
  • Progress Notes (Group and Individual) 14
  • Clinical Document Viewer
  • Dynamic Form - Scheduling Calendar
  • Dynamic Form - Staff Overbooking
  • Dynamic Form - Scheduling Calendar - Warning Same Day Existing Appointment
  • Dynamic Form - Client Overbooking
  • No Signature Device Detected
  • Client Charge Input
  • Dynamic Form Duplicate Service
  • Client Ledger
  • .Progress Note
Scenario 1: Chart View - View Progress Notes (Group and Individual) documents
Specific Setup:
  • Add the "Progress Notes Widget" to the user's home view.
  • Admit a test client into any episode.
  • Using "Create New Progress Notes" form:
  • Generate a new Progress Notes (Group and Individual) form.
  • Using the "Site Specific Section Modeling" form under the CWS menu:
  • Add a "SS Signature Pad" field to the newly created "Progress Notes (Group and Individual)" form.
  • Set "Signature Command Button Caption" to the desired label for the command button.
  • Set "Signature Line 1" to "Signature".
  • Submit the form.
  • Using the "User Definition" or "User Role Definition" form:
  • Give the user access to the form under the "Forms and Tables" section.
  • Submit the form.
  • Generate multiple forms using the newly created progress notes form for viewing in chart.
Steps
  1. Select the test client in the "myClients" widget.
  2. Access the "Chart Review" form.
  3. Retrieve documents that have been manually signed and validate the manual signature displays on the document.
Scenario 2: Progress Notes (Group and Individual) - Signature - Independent Note
Specific Setup:
  1. Using "Create New Progress Notes" form:
  2. Generate a new Progress Notes (Group and Individual) form.
  3. Using the "Site Specific Section Modeling" form under the CWS menu:
  4. Add a "SS Signature Pad" field to the newly created "Progress Notes (Group and Individual)" form.
  5. Set "Signature Command Button Caption" to the desired label for the command button.
  6. Set "Signature Line 1" to "Signature".
  7. Submit the form.
  8. Using the "User Definition" or "User Role Definition" form:
  9. Give the user access to the form under the "Forms and Tables" section.
  10. Submit the form.
  11. Using "Document Routing Setup":
  12. Enable document routing for the newly created "Progress Notes (Group and Individual)" form. "Ambulatory Progress Notes" form.
  13. Admit a test client into any episode.
  14. Add the "Progress Notes Widget" to the user's home view.
Steps
  1. Open the newly created "Progress Notes (Group and Individual)" form.
  2. Create an independent progress note.
  3. Click the "Signature" button.
  4. Finalize the note without saving it as a draft.
  5. Validate the document preview displays the signature.
  6. Route the document to an approver.
  7. Login as the approver.
  8. Navigate to the "ToDo" widget.
  9. Locate the "ToDo" item for the document that was just saved.
  10. Validate the signature displays on the document.
  11. Open the "Clinical Document Viewer" form.
  12. Locate the document that was just saved.
  13. Validate the signature displays on the document.
  14. Navigate to the "Progress Notes Widget".
  15. Locate the document that was just saved.
  16. Validate the signature displays on the document.
  17. Open the newly created "Progress Notes (Group and Individual)" form.
  18. Create an independent progress note.
  19. Click the "Signature" button.
  20. Save the note as draft.
  21. Retrieve the drafted note and finalize it.
  22. Validate the document preview displays the signature.
  23. Route the document to an approver.
  24. Login as the approver.
  25. Navigate to the "ToDo" widget.
  26. Locate the "ToDo" item for the document that was just saved.
  27. Validate the signature displays on the document.
  28. Open the "Clinical Document Viewer" form.
  29. Locate the document that was just saved.
  30. Validate the signature displays on the document.
  31. Navigate to the "Progress Notes Widget".
  32. Locate the document that was just saved.
  33. Validate the signature displays on the document.
  34. Open the newly created "Progress Notes (Group and Individual)" form.
  35. Create an independent progress note.
  36. Click the "Signature" button.
  37. Save the note as draft.
  38. Retrieve the drafted note and finalize it.
  39. Validate the document preview displays the signature.
  40. Accept the document without routing it.
  41. Navigate to the "ToDo" widget.
  42. Locate the "ToDo" item for the document that was just saved.
  43. Validate the signature displays on the document.
  44. Open the "Clinical Document Viewer" form.
  45. Locate the document that was just saved.
  46. Validate the signature displays on the document.
  47. Navigate to the "Progress Notes Widget".
  48. Locate the document that was just saved.
  49. Validate the signature displays on the document.
  50. Open the newly created "Progress Notes (Group and Individual)" form.
  51. Create an independent progress note.
  52. Click the "Signature" button.
  53. Finalize the note without drafting it.
  54. Validate the document preview displays the signature.
  55. Accept the document without routing it.
  56. Navigate to the "ToDo" widget.
  57. Locate the "ToDo" item for the document that was just saved.
  58. Validate the signature displays on the document.
  59. Open the "Clinical Document Viewer" form.
  60. Locate the document that was just saved.
  61. Validate the signature displays on the document.
  62. Navigate to the "Progress Notes Widget".
  63. Locate the document that was just saved.
  64. Validate the signature displays on the document.
  65. Access the "Document Routing Setup" form to disable document routing for the form using to test with.
  66. Open the newly created "Progress Notes (Group and Individual)" form.
  67. Create an independent progress.note.
  68. Click the "Signature" button.
  69. Finalize the note without drafting it.
  70. Validate the document preview displays the signature.
  71. Navigate to the "ToDo" widget.
  72. Locate the "ToDo" item for the document that was just saved.
  73. Validate the signature displays on the document.
  74. Navigate to the "Progress Notes Widget".
  75. Locate the document that was just saved.
  76. Validate the signature displays on the document.
  77. Open the newly created "Progress Notes (Group and Individual)" form.
  78. Create an independent progress note.
  79. Click the "Signature" button.
  80. Create a draft.
  81. Retrieve the draft.
  82. Finalize the note.
  83. Validate the document preview displays the signature.
  84. Navigate to the "ToDo" widget.
  85. Locate the "ToDo" item for the document that was just saved.
  86. Validate the signature displays on the document.
  87. Navigate to the "Progress Notes Widget".
  88. Locate the document that was just saved.
  89. Validate the signature displays on the document.
Scenario 3: Progress Notes (Group and Individual) - Signature - Existing Appointment
Specific Setup:
  • Using "Create New Progress Notes" form:
  • Generate a new Progress Notes (Group and Individual) form.
  • Using the "Site Specific Section Modeling" form under the CWS menu:
  • Add a "SS Signature Pad" field to the newly created "Progress Notes (Group and Individual)" form.
  • Set "Signature Command Button Caption" to the desired label for the command button.
  • Set "Signature Line 1" to "Signature".
  • Submit the form.
  • Using the "User Definition" or "User Role Definition" form:
  • Give the user access to the form under the "Forms and Tables" section.
  • Submit the form.
  • Using "Document Routing Setup":
  • Enable document routing for the newly created "Progress Notes (Group and Individual)" form. "Ambulatory Progress Notes" form.
  • Admit a test client into any episode.
  • Add the "Progress Notes Widget" to the user's home view.
  • Using the "Scheduling Calendar" form:
  • Add 7 appointments for the test client (one for each use case).
Steps
  1. Open the newly created "Progress Notes (Group and Individual)" form.
  2. Create a progress note for an existing appointment and attach the note to the appointment.
  3. Click the "Signature" button.
  4. Finalize the note without saving it as a draft.
  5. Validate the document preview displays the signature.
  6. Route the document to an approver.
  7. Login as the approver.
  8. Navigate to the "ToDo" widget.
  9. Locate the "ToDo" item for the document that was just saved.
  10. Validate the signature displays on the document.
  11. Open the "Clinical Document Viewer" form.
  12. Locate the document that was just saved.
  13. Validate the signature displays on the document.
  14. Navigate to the "Progress Notes Widget".
  15. Locate the document that was just saved.
  16. Validate the signature displays on the document.
  17. Open the newly created "Progress Notes (Group and Individual)" form.
  18. Create a progress note for an existing appointment and attach the note to the appointment.
  19. Click the "Signature" button.
  20. Save the note as draft.
  21. Retrieve the drafted note and finalize it.
  22. Validate the document preview displays the signature.
  23. Route the document to an approver.
  24. Login as the approver.
  25. Navigate to the "ToDo" widget.
  26. Locate the "ToDo" item for the document that was just saved.
  27. Validate the signature displays on the document.
  28. Open the "Clinical Document Viewer" form.
  29. Locate the document that was just saved.
  30. Validate the signature displays on the document.
  31. Navigate to the "Progress Notes Widget".
  32. Locate the document that was just saved.
  33. Validate the signature displays on the document.
  34. Open the newly created "Progress Notes (Group and Individual)" form.
  35. Create a progress note for an existing appointment and attach the note to the appointment.
  36. Click the "Signature" button.
  37. Save the note as draft.
  38. Retrieve the drafted note and finalize it.
  39. Validate the document preview displays the signature.
  40. Accept the document without routing it.
  41. Navigate to the "ToDo" widget.
  42. Locate the "ToDo" item for the document that was just saved.
  43. Validate the signature displays on the document.
  44. Open the "Clinical Document Viewer" form.
  45. Locate the document that was just saved.
  46. Validate the signature displays on the document.
  47. Navigate to the "Progress Notes Widget".
  48. Locate the document that was just saved.
  49. Validate the signature displays on the document.
  50. Open the newly created "Progress Notes (Group and Individual)" form.
  51. Create a progress note for an existing appointment and attach the note to the appointment.
  52. Click the "Signature" button.
  53. Finalize the note without drafting it.
  54. Validate the document preview displays the signature.
  55. Accept the document without routing it.
  56. Navigate to the "ToDo" widget.
  57. Locate the "ToDo" item for the document that was just saved.
  58. Validate the signature displays on the document.
  59. Open the "Clinical Document Viewer" form.
  60. Locate the document that was just saved.
  61. Validate the signature displays on the document.
  62. Navigate to the "Progress Notes Widget".
  63. Locate the document that was just saved.
  64. Validate the signature displays on the document.
  65. Access the "Document Routing Setup" form to disable document routing for the form using to test with.
  66. Open the newly created "Progress Notes (Group and Individual)" form.
  67. Create a progress note for an existing appointment and attach the note to the appointment.
  68. Click the "Signature" button.
  69. Finalize the note without drafting it.
  70. Validate the document preview displays the signature.
  71. Navigate to the "ToDo" widget.
  72. Locate the "ToDo" item for the document that was just saved.
  73. Validate the signature displays on the document.
  74. Navigate to the "Progress Notes Widget".
  75. Locate the document that was just saved.
  76. Validate the signature displays on the document.
  77. Open the newly created "Progress Notes (Group and Individual)" form.
  78. Create a progress note for an existing appointment and attach the note to the appointment.
  79. Click the "Signature" button.
  80. Create a draft.
  81. Retrieve the draft.
  82. Finalize the note.
  83. Validate the document preview displays the signature.
  84. Navigate to the "ToDo" widget.
  85. Locate the "ToDo" item for the document that was just saved.
  86. Validate the signature displays on the document.
  87. Navigate to the "Progress Notes Widget".
  88. Locate the document that was just saved.
  89. Validate the signature displays on the document.
Scenario 4: Progress Notes (Group and Individual) - Signature - Existing Service
Specific Setup:
  • Using "Create New Progress Notes" form:
  • Generate a new Progress Notes (Group and Individual) form.
  • Using the "Site Specific Section Modeling" form under the CWS menu:
  • Add a "SS Signature Pad" field to the newly created "Progress Notes (Group and Individual)" form.
  • Set "Signature Command Button Caption" to the desired label for the command button.
  • Set "Signature Line 1" to "Signature".
  • Submit the form.
  • Using the "User Definition" or "User Role Definition" form:
  • Give the user access to the form under the "Forms and Tables" section.
  • Submit the form.
  • Using "Document Routing Setup":
  • Enable document routing for the newly created "Progress Notes (Group and Individual)" form. "Ambulatory Progress Notes" form.
  • Admit a test client into any episode.
  • Add the "Progress Notes Widget" to the user's home view.
  • Using the "Client Charge Input" form:
  • Add 7 charges for the test client (one for each use case).
Steps
  1. Open the newly created "Progress Notes (Group and Individual)" form.
  2. Create a progress note for an existing service and attach the service to the note.
  3. Click the "Signature" button.
  4. Finalize the note without saving it as a draft.
  5. Validate the document preview displays the signature.
  6. Route the document to an approver.
  7. Login as the approver.
  8. Navigate to the "ToDo" widget.
  9. Locate the "ToDo" item for the document that was just saved.
  10. Validate the signature displays on the document.
  11. Open the "Clinical Document Viewer" form.
  12. Locate the document that was just saved.
  13. Validate the signature displays on the document.
  14. Navigate to the "Progress Notes Widget".
  15. Locate the document that was just saved.
  16. Validate the signature displays on the document.
  17. Open the newly created "Progress Notes (Group and Individual)" form.
  18. Create a progress note for an existing service and attach the service to the note.
  19. Click the "Signature" button.
  20. Save the note as draft.
  21. Retrieve the drafted note and finalize it.
  22. Validate the document preview displays the signature.
  23. Route the document to an approver.
  24. Login as the approver.
  25. Navigate to the "ToDo" widget.
  26. Locate the "ToDo" item for the document that was just saved.
  27. Validate the signature displays on the document.
  28. Open the "Clinical Document Viewer" form.
  29. Locate the document that was just saved.
  30. Validate the signature displays on the document.
  31. Navigate to the "Progress Notes Widget".
  32. Locate the document that was just saved.
  33. Validate the signature displays on the document.
  34. Open the newly created "Progress Notes (Group and Individual)" form.
  35. Create a progress note for an existing service and attach the service to the note.
  36. Click the "Signature" button.
  37. Save the note as draft.
  38. Retrieve the drafted note and finalize it.
  39. Validate the document preview displays the signature.
  40. Accept the document without routing it.
  41. Navigate to the "ToDo" widget.
  42. Locate the "ToDo" item for the document that was just saved.
  43. Validate the signature displays on the document.
  44. Open the "Clinical Document Viewer" form.
  45. Locate the document that was just saved.
  46. Validate the signature displays on the document.
  47. Navigate to the "Progress Notes Widget".
  48. Locate the document that was just saved.
  49. Validate the signature displays on the document.
  50. Open the newly created "Progress Notes (Group and Individual)" form.
  51. Create a progress note for an existing service and attach the service to the note.
  52. Click the "Signature" button.
  53. Finalize the note without drafting it.
  54. Validate the document preview displays the signature.
  55. Accept the document without routing it.
  56. Navigate to the "ToDo" widget.
  57. Locate the "ToDo" item for the document that was just saved.
  58. Validate the signature displays on the document.
  59. Open the "Clinical Document Viewer" form.
  60. Locate the document that was just saved.
  61. Validate the signature displays on the document.
  62. Navigate to the "Progress Notes Widget".
  63. Locate the document that was just saved.
  64. Validate the signature displays on the document.
  65. Access the "Document Routing Setup" form to disable document routing for the form using to test with.
  66. Open the newly created "Progress Notes (Group and Individual)" form.
  67. Create a progress note for an existing service and attach the service to the note.
  68. Click the "Signature" button.
  69. Finalize the note without drafting it.
  70. Validate the document preview displays the signature.
  71. Navigate to the "ToDo" widget.
  72. Locate the "ToDo" item for the document that was just saved.
  73. Validate the signature displays on the document.
  74. Navigate to the "Progress Notes Widget".
  75. Locate the document that was just saved.
  76. Validate the signature displays on the document.
  77. Open the newly created "Progress Notes (Group and Individual)" form.
  78. Create a progress note for an existing service and attach the service to the note.
  79. Click the "Signature" button.
  80. Create a draft.
  81. Retrieve the draft.
  82. Finalize the note.
  83. Validate the document preview displays the signature.
  84. Navigate to the "ToDo" widget.
  85. Locate the "ToDo" item for the document that was just saved.
  86. Validate the signature displays on the document.
  87. Navigate to the "Progress Notes Widget".
  88. Locate the document that was just saved.
  89. Validate the signature displays on the document.
Scenario 5: Ambulatory Progress Notes - Signature - New Service
Specific Setup:
  • Using the "Site Specific Section Modeling" form under the CWS menu:
  • Add a "SS Signature Pad" field to the "Ambulatory Progress Notes" form.
  • Set "Signature Command Button Caption" to the desired label for the command button.
  • Set "Signature Line 1" to "Signature".
  • Submit the form.
  • Using the "User Definition" or "User Role Definition" form:
  • Give the user access to the form under the "Forms and Tables" section.
  • Submit the form.
  • Using "Document Routing Setup":
  • Enable document routing for the "Ambulatory Progress Notes" form.
  • Admit a test client into any episode.
  • Add the "Progress Notes Widget" to the user's home view.
Steps
  1. Open the "Ambulatory Progress Notes" form.
  2. Create a progress note.
  3. Click the "Signature" button.
  4. Finalize the note.
  5. Validate the document preview displays the signature.
  6. Route the document to an approver.
  7. Login as the approver.
  8. Navigate to the "ToDo" widget.
  9. Locate the "ToDo" item for the document that was just saved.
  10. Validate the signature displays on the document.
  11. Open the "Clinical Document Viewer" form.
  12. Locate the document that was just saved.
  13. Validate the signature displays on the document.
  14. Navigate to the "Progress Notes Widget".
  15. Locate the document that was just saved.
  16. Validate the signature displays on the document.
Topics
• Progress Notes • Group Progress Notes • NX
 

Avatar_CWS_2023_Monthly_Release_2023.02.00_Details.csv