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Avatar CWS 2023 Monthly Release 2023.02.01 Acceptance Tests

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Update 17 Summary | Details
Void Results - voiding and undoing a voided result
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Results Entry
  • Void Results
Scenario 1: OE NX - Create a lab order, create a result with multiple details, delete one detail and delete header
Specific Setup:
  • A client must have an active episode. (Client A)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create a lab order.
  3. Access the 'Results Entry' form and select the order created.
  4. Create a header for the order.
  5. Click the 'Result Details' tab and create two details associated with the header.
  6. Remain on the 'Result Details' tab and delete one of the details created.
  7. Click on the 'Result Main' tab and delete the header associated with the order.
  8. Validate all results are deleted.
Scenario 2: NX - Undoing a void of a result in the 'Void Results' form
Specific Setup:
  • A client must have an active episode. (Client A)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create a lab order.
  3. Access the 'Results Entry' form.
  4. Select the order created and create a header
  5. Select the 'Result Details' tab and select the header associated with the order created.
  6. Create a result for the order created.
  7. Click the 'Result Main' tab and deselect the order.
  8. Create a new result that is not associated to an order.
  9. Click the 'Result Details' tab and select the header that is not associated to an order.
  10. Create a result for the header.
  11. Access the 'Void Results' form and void the result that is not associated to an order.
  12. Access the 'Void Results' form and undo the voided result.
Scenario 3: NX - Void Results - create a result not associated with an order and one associated with an order
Specific Setup:
  • A client must have an active inpatient episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • "Client A" must have no results on file.
Steps
  1. Select "Client A" and access the 'Results Entry' form.
  2. Add a new header that is not associated with on order.
  3. Click the 'Result Details' tab and enter a detail for the header created.
  4. Access the Order Entry Console and create a pharmacy-type order.
  5. Re-select the 'Results Entry' form for "Client A".
  6. Click the 'Results Main' tab and enter a new header that is associated with the order created.
  7. Click the 'Result Details' tab and enter a detail for that header that is associated with the order created.
  8. Access the 'Void Results' form.
  9. Validate that "Void" is selected in the 'Void/Undo Void' field.
  10. Search for and select the order code created above in the 'Order Result Filter' field.
  11. Click [Display Result List/Select Result to Void].
  12. Validate the 'Select Result' dialog contains both results created for "Client A", where the one associated with the order appears at the bottom.
  13. Select both results and click [OK].
  14. Set the 'Void Reason' to any value and click [Submit].
Lab Orders - automatically discontinued upon receiving results
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Results Importing
  • Results Entry
Scenario 1: OE NX - Create multiple Lab orders, enter results for all orders in one message via Results Importing, and ensure all orders are Discontinued
Specific Setup:
  • The ‘(546) DC One-Time-Only Orders Upon Receipt of Final Result' extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Lab”.
  • Please log out of the application and log back in after completing the above configuration.
  • Must have an Inbound Lab Results file with 3 OBR segments with the following information:
  • MSH-10 = unique number
  • PID-2 and PID-3 = PATID
  • OBR-2 = Order # for order 1
  • OBR-2 = Order # for order 2
  • OBR-2 = Order # for order 3
  • The above file must be placed on the server where the database resides.
  • A client must have an active inpatient episode. (Client A)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create 3 lab-type orders all with one-time-only 'Frequency Codes'.
  3. Validate they show in the 'Order grid' with an 'Order Status' of "Active".
  4. Please make note of the "Order #" for each order.
  5. Ensure the Inbound Lab Results file has the appropriate segments populated.
  6. Access 'Results Importing' and enter a file path that points to the location of the file that will be imported.
  7. Click [Import], receive an 'Import Complete' message and click [OK].
  8. Validate a 'Results Importing' report is displayed with "Successfully Filed: 1".
  9. Click [Close Report] and close the form.
  10. Access the Order Entry Console and validate there are no orders in the 'Order grid'.
  11. Change the 'Order Status' to "Discontinued" and validate that all 3 lab orders are displayed with an 'Order Status' of "Completed(Completed automatically upon receipt of results)".
  12. Click [View] in the 'Last Activity' column for each order and validate it includes the results for each order.
Scenario 2: OE NX - Create a lab order, create a result with multiple details, delete one detail and delete header
Specific Setup:
  • A client must have an active episode. (Client A)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create a lab order.
  3. Access the 'Results Entry' form and select the order created.
  4. Create a header for the order.
  5. Click the 'Result Details' tab and create two details associated with the header.
  6. Remain on the 'Result Details' tab and delete one of the details created.
  7. Click on the 'Result Main' tab and delete the header associated with the order.
  8. Validate all results are deleted.
Topics
• NX • Results • Results Entry • Void Results • Order Entry Console
Update 21 Summary | Details
Progress Notes - Automatic Backup
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
  • Registry Settings (CWS)
Scenario 1: Progress Notes (Group and Individual) - Validate Multiple Session Start and End Times when autosave is enabled
Specific Setup:
  • The Registry Setting 'Avatar CWS->Progress Notes->Progress Notes (Group and Individual)->->->Multiple Start and End Times to Document Sessions' must be set to "Y".
  • Autosave must be enabled on the 'Progress Notes (Group and Individual)' form.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Enter "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. Enter the desired time in the 'Session Start Time' field.
  6. Enter the desired time in the 'Session End Time' field.
  7. Click [Add/Update Time].
  8. Validate the start and end times are displayed in the 'Start/End Time(s)' field.
  9. Validate the 'Service Duration' field is populated with the amount of time as entered in the 'Start/End Time(s)' box.
  10. Enter the desired time in the 'Session Start Time' field.
  11. Enter the desired time in the 'Session End Time' field.
  12. Click [Backup] and close the form.
  13. Access the 'Progress Notes (Group and Individual)' form.
  14. Select the note saved in the previous steps in the 'Restore/Delete Backup Data' dialog and click [OK].
  15. Validate all previously filed data is displayed.
  16. Validate the start and end times are displayed in the 'Start/End Time(s)' field.
  17. Validate the 'Session Start Time' and 'Session End Time' fields contain the times populated in the previous steps.
  18. Validate the [Add/Update Time] button is enabled.
  19. Click [Add/Update Time].
  20. Validate the start and end times are displayed in the 'Start/End Time(s)' field.
  21. Validate the 'Select Time Entry' contains both session start/end times that have been filed.
  22. Select the desired value in the 'Select Time Entry' field.
  23. Validate the 'Session Start Time' and 'Session End Time' fields are populated accordingly.
  24. Validate the [Remove Time] button is enabled.
  25. Click [Remove Time].
  26. Validate the removed time no longer displayed in the 'Select Time Entry' field.
  27. Populate any other required and desired fields.
  28. File the note.
Topics
• Progress Notes
Update 24 Summary | Details
Chart Review - "Allergies and Hypersensitivities" date/time stamp
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Chart Review
  • Allergies and Hypersensitivities
  • Diagnosis
Scenario 1: Chart Review - Validate Allergies and Hypersensitivities
Specific Setup:
  • Allergies and Hypersensitivities form must be added to the Chart Review form.
Steps
  1. Open "Chart Review" form.
  2. Open the "Allergies and Hypersensitivities" form from the chart.
  3. Click "Add" to enter the allergy information for a client.
  4. Return to the chart and edit the "Allergies and Hypersensitivities" data that was just entered.
  5. Set the "Include Allergies on Report" to "Both".
  6. Click "Display".
  7. Validate the "Allergies and Hypersensitivities" data displays as it was entered.
  8. Open the "Allergies and Hypersensitivities" form.
  9. Mark the "No Known Food Allergies" as "No".
  10. Mark the "No Known Medication Allergies" as "No".
  11. File the form.
  12. Note the date/time the form was filed.
  13. Open the "Diagnosis" form.
  14. Add an "Admission" or "Update" type of diagnosis.
  15. Fill out all required fields and file the form.
  16. Return to the "Chart Review" form.
  17. Open the "Allergies and Hypersensitivities" form from the chart.
  18. Validate the date and time stamp reflects the last time the "Allergies and Hypersensitivities" form was filed.
Topics
• Allergies and Hypersensitivities
Update 32 Summary | Details
Progress Notes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (CWS)
  • Practitioner Enrollment
  • Practitioner Termination
  • Ambulatory Progress Notes
  • .Progress Note
  • Progress Notes (Group and Individual)
Scenario 1: Ambulatory Progress Notes - Incident-To Practitioner - Terminated Practitioner
Specific Setup:

• CWS Site Specific Section Modeling has been used to add the 'Incident-To-Practitioner' field to the 'Ambulatory Progress Notes' form.

• Client A is admitted to an active outpatient episode.

• Practitioner Termination: Identify a terminated practitioner, noting the date of termination.

Steps
  1. Open the ‘Ambulatory Progress Notes' form.
  2. Create a note for the Client A using desired information.
  3. Validate the data in the ‘Practitioner’ field.
  4. Change the ‘Practitioner' to the terminated practitioner.
  5. Verify that a warning message is received stating that the practitioner is not active.
  6. Click [OK].
  7. Validate that the data in the 'Practitioner’ field contains the value prior to changing the practitioner.
  8. Set the Site Specific Section Modeling field for the 'Incident-To-Practitioner' to the terminated practitioner.
  9. Verify that a warning message is received stating that the practitioner is not active.
  10. Click [OK].
  11. Set the 'Incident-To-Practitioner' to desired value.
  12. Select desired value in ‘Draft/Final’.
  13. Submit the form.
Scenario 2: Progress Notes (Group and Individual) - Incident-To Practitioner - Terminated Practitioner
Specific Setup:
  • CWS Site Specific Section Modeling has been used to add the 'Incident-To-Practitioner' field to the ‘Progress Notes (Group and Individual)' form.
  • Client A is admitted to any active episode.
  • Practitioner Termination: Identify a terminated practitioner, noting the date of termination.
Steps
  1. Open the ‘'Progress Notes (Group and Individual)' form.
  2. Create a note for the Client A using desired information.
  3. Validate the data in the ‘Practitioner’ field.
  4. Change the ‘Practitioner' to the terminated practitioner.
  5. Verify that a warning message is received stating that the practitioner is not active.
  6. Click [OK].
  7. Validate that the data in the 'Practitioner’ field contains the value prior to changing the practitioner.
  8. Set the Site Specific Section Modeling field for the 'Incident-To-Practitioner' to the terminated practitioner.
  9. Verify that a warning message is received stating that the practitioner is not active.
  10. Click [OK].
  11. Set the 'Incident-To-Practitioner' to desired value.
  12. Select desired value in ‘Draft/Final’.
  13. Submit the form.
Scenario 3: Inpatient Progress Notes - Incident-To Practitioner - Terminated Practitioner
Specific Setup:
  • CWS Site Specific Section Modeling has been used to add the 'Incident-To-Practitioner' field to the 'Inpatient Progress Notes' form.
  • Client A is admitted to an active inpatient episode.
  • Practitioner Termination: Identify a terminated practitioner, noting the date of termination.
Steps
  1. Open the 'Inpatient Progress Notes' form.
  2. Create a note for the Client A using desired information.
  3. Validate the data in the ‘Practitioner’ field.
  4. Change the ‘Practitioner' to the terminated practitioner.
  5. Verify that a warning message is received stating that the practitioner is not active.
  6. Click [OK].
  7. Validate that the data in the 'Practitioner’ field contains the value prior to changing the practitioner.
  8. Set the Site Specific Section Modeling field for the 'Incident-To-Practitioner' to the terminated practitioner.
  9. Verify that a warning message is received stating that the practitioner is not active.
  10. Click [OK].
  11. Set the 'Incident-To-Practitioner' to desired value.
  12. Select desired value in ‘Draft/Final’.
  13. Submit the form.
Topics
• Progress Notes • NX
Update 42 Summary | Details
Treatment Plan - Enhanced Error Checking
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
  • Treatment Plan - Problems grid
  • Client Treatment Plan
Scenario 1: Treatment Plan - Form Validations
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • The 'Set Current Status To Active When Plan Is Finalized' registry setting is set to "N" for the 'Treatment Plan' form.
  • The 'Set Current Status To Completed On Plan End Date' registry setting is set to "N" for the 'Treatment Plan' form.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the current date is displayed in the 'Plan Date' field.
  3. Select the desired date in the 'Plan Date' field.
  4. Select the desired value in the 'Plan Type' field.
  5. Validate the 'Current Status' field is displayed and contains the following values:
  6. Active
  7. Draft
  8. On Hold
  9. Unknown
  10. Completed
  11. Entered In Error
  12. Revoked
  13. Select "Draft" in the 'Treatment Plan Status' field.
  14. Validate "Draft" is now selected in the 'Current Status' field.
  15. Populate any desired fields.
  16. Click [Submit].
  17. Select "Client A" and access the 'Treatment Plan' form.
  18. Select the plan filed in the previous steps and click [Edit].
  19. Validate all previously filed values are displayed.
  20. Close the form.
Scenario 2: Treatment Plan - Verify 'Problem List'
Specific Setup:
  • A client must be enrolled in an existing episode and have one or more problems that have been entered in the 'Problem List' form. (Client A)
  • "Client A" has a "Draft" of the 'Treatment Plan' filed (Plan A).
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Select "Plan A" and click [Edit].
  3. Right-click on the 'Plan Type' field.
  4. Validate a 'Plan Type' dialog stating: "Update Dictionary?"
  5. Click [Yes].
  6. Click [New Row].
  7. Enter any value in the 'Dictionary Code' field.
  8. Enter any value in the 'Dictionary Value' field.
  9. Select "Yes" in the 'Active' field.
  10. Click [Save].
  11. Validate a 'Save successful' dialog stating: "Exiting grid." and click [OK].
  12. Validate the new value is present in the 'Plan Type' field.
  13. Click on any problem in the 'Problem List' grid.
  14. Navigate to the 'DSM/ICD Code' column.
  15. Click [View].
  16. Validate the ICD10 Code item is equal to "Populated with the associated ICD10 code".
  17. Validate the ICD10 Description item is equal to "ICD10 description".
  18. Click [System Notes] - View button.
  19. Validate the 'Action' column is equal to "Action related to the problem".
  20. Validate the 'Date' column is equal to "Action date".
  21. Validate the 'Status' column is equal to "Status of problem".
  22. Validate the 'User' column is equal to "User logged in at time of action".
  23. Validate the 'From' column is equal to "From or option from which the action was created".
  24. Close the form.
  25. Select "Client A" and access the 'Treatment Plan' form.
  26. Create a new Treatment Plan for the 'Client A'.
  27. Click the "New Row" button for the 'Problems' field.
  28. Click the 'Problem' field and enter the desired problem and press the 'Enter' key.
  29. Validate the 'Problem search results' appears and works as expected.
  30. Select the desired value in the 'Status' field.
  31. Select all three problems to 'Include in this plan?'.
  32. Select "Draft" from the 'Treatment Plan Status' field.
  33. Click [Launch Plan].
  34. Select a problem to delete.
  35. Click [Delete Selected Item].
  36. Validate a 'Success' dialog stating: "Deleted 1 item successfully." and click [OK].
  37. Complete the plan by adding the desired goals, objectives, and interventions.
  38. Click [Return To Plan].
  39. Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK].
  40. Select "Final" from the 'Treatment Plan Status' field.
  41. Click [Submit].
Topics
• Treatment Plan • Problem List • NX
Update 52 Summary | Details
Progress Notes (Group and Individual) - Editing Group Notes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (CWS)
  • Group Registration
  • Post Staff Activity Log
  • Enter Group Default Note (Workflow)
  • Review To Do Item
  • Scheduling Calendar
  • Site Specific Section Modeling (CWS)
  • Progress Notes (Group and Individual)
  • Set System Defaults (CWS)
  • Client Ledger
Scenario 1: Enter Group Default Note (Workflow) - Field Validations
Specific Setup:
  • Registry setting "User To Send Scratch Note To-Do Item To" is set to "D".
Steps
  1. Open the "Scheduling Calendar" form.
  2. Create a group appointment.
  3. Open the "Post Staff Activity Log".
  4. Post the group appointment.
  5. Open the "Enter Group Default Note (Workflow)".
  6. File out the group default notes and file.
  7. Navigate to the "ToDo" widget.
  8. Click the "Review To Do Item" link on the row that was added for Group Default Note that was just entered.
  9. Mark as reviewed.
  10. Open the "Progress Notes Group and Individual" form.
  11. Validate you can see the Group Default Note in the "Select Note To Edit" field.
  12. Individualize and complete the note.
  13. Set "Draft/Final" to "Final" to finalize the note.
Scenario 2: 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.
  • The following fields must be added to the "Progress Notes (Group and Individual)" form: "Add to Group - Use Caseload or Unit Selection", "Unit", "Select Clients", "Add Selected Clients to Group List".
  • 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.
  31. Open the "Progress Notes (Group and Individual)" form.
  32. Create a group note for an "Independent" note.
  33. Add additional members to the group by using the "Caseload" selection in the "Add to Group - Use Caseload or Unit Selection" field.
  34. Submit the group scratch note.
  35. Edit the group default scratch note that was saved in the previous step.
  36. Add group members to the group by using the "Unit" selection in the "Add to Group - Use Caseload or Unit Selection" field and then selecting a unit in the "Unit" field.
  37. Submit the group scratch note.
  38. Navigate to the "individual Progress Note" tab.
  39. Proceed to individualize and finalize a note for one group or more group members.
  40. Edit the group default scratch note again.
  41. Submit the group scratch note.
  42. Note that a message pops up indicating that some members of the group have already been individualized and therefore won't contain any further edits to the group note.
Scenario 3: Progress Notes (Group and Individual) - Edit Scratch Notes - New Service
Specific Setup:
  • Using "Site Specific Section Modeling" form:
  • There is a new field added to the Group Default Note section of the Progress Notes (Group and Individual) form.
  • This field is called "Select Note To Edit" and it's the field that will contain the link to the scratch group default note.
  • The "Exclude From Data Collection" field must be set to "N" to use the new functionality.
  • The following fields must be added to the "Progress Notes (Group and Individual)" form: "Add to Group - Use Caseload or Unit Selection", "Unit", "Select Clients", "Add Selected Clients to Group List".
  • Admit 3 test clients or select 3 test clients. They can be admitted to any episode.
  • Create a group using "Group Registration" that includes all 3 of the clients as members.
  • Document routing must be enabled for the Progress Notes (Group and Individual) form.
  • Using "Set System Defaults" form, enable Autosave for the Progress Notes (Group and Individual) form.
Steps
  1. Open the "Progress Notes (Group and Individual)" form.
  2. Click the group note section. Such as "Group Default Note" or "Begin Default Note".
  3. Select "New Service" in the "Progress Note For" field.
  4. Fill in some fields and then click either the "Backup" button or the "Save" icon to create an autosaved copy of the group default note.
  5. Close the "Progress Note (Group and Individual)" form.
  6. Open the "Progress Notes (Group and Individual)" form.
  7. A message pops up asking you if you want to retrieve the autosaved backup.
  8. Select the backup that you want to retrieve.
  9. Click the OK button.
  10. The group default note is restored from backup.
  11. Fill in all required and desired fields on the form.
  12. Click "Submit Note" or "File Note" button.
  13. Using the "Select Note To Edit" field added with this update, select the scratch default group note to edit.
  14. Make any necessary edits.
  15. Click "Submit Note" or "File Note" button to save the group scratch note.
  16. You can edit the scratch notes multiple times if necessary.
  17. You can have multiple group scratch notes in process at one time.
  18. Once the group default note is completed, the scratch note can be individualized through the Individual Progress Notes tab and individualized notes can be finalized and routed if necessary.
  19. If changes are made again to the scratch group default note after some group members have been individualized, it won't change the individualized progress notes, but it will change any that remain with the group default note because they haven't been individualized. You will then receive a message stating which clients in the group have already been individualized and therefore, they won't be changed by the edit just made.
  20. Open the "Clinical Document Viewer" form.
  21. Display the progress notes that were finalized.
  22. Validate that they display as they were saved.
  23. Open the "Progress Notes (Group and Individual)" form.
  24. Create a group note for a "New Service".
  25. Add additional members to the group by using the "Caseload" selection in the "Add to Group - Use Caseload or Unit Selection" field.
  26. Submit the group scratch note.
  27. Edit the group default scratch note that was saved in the previous step.
  28. Add group members to the group by using the "Unit" selection in the "Add to Group - Use Caseload or Unit Selection" field and then selecting a unit in the "Unit" field.
  29. Submit the group scratch note.
  30. Navigate to the "Individual Progress Note" tab.
  31. Proceed to individualize and finalize a note for one group or more group members.
  32. Edit the group default scratch note again.
  33. Note that a message pops up indicating that some members of the group have already been individualized and therefore won't contain any further edits to the group note.
Scenario 4: Progress Notes (Group and Individual) - Edit Scratch Notes - Existing Appointment
Specific Setup:
  • Using "Site Specific Section Modeling" form:
  • There is a new field added to the Group Default Note section of the Progress Notes (Group and Individual) form.
  • This field is called "Select Note To Edit" and it's the field that will contain the link to the scratch group default note.
  • The "Exclude From Data Collection" field must be set to "N" to use the new functionality.
  • The following fields must be added to the "Progress Notes (Group and Individual)" form: "Add to Group - Use Caseload or Unit Selection", "Unit", "Select Clients", "Add Selected Clients to Group List".
  • Admit 3 test clients or select 3 test clients. They can be admitted to any episode.
  • Create a group using "Group Registration" that includes all 3 of the clients as members.
  • Document routing must be enabled for the Progress Notes (Group and Individual) form.
  • Using "Set System Defaults" form, enable Autosave for the Progress Notes (Group and Individual) form.
Steps
  1. Using "Scheduling Calendar", create a group appointment for the group created in setup.
  2. Open the "Progress Notes (Group and Individual)" form.
  3. Click the group note section. Such as "Group Default Note" or "Begin Default Note".
  4. Select "Existing Appointment" in the "Progress Note For" field.
  5. Select the appointment entered in the previous step from the "Select Existing Appointment/Service" field.
  6. Fill in some fields and then click either the "Backup" button or the "Save" icon to create an autosaved copy of the group default note.
  7. Close the "Progress Note (Group and Individual)" form.
  8. Open the "Progress Notes (Group and Individual)" form.
  9. A message pops up asking you if you want to retrieve the autosaved backup.
  10. Select the backup that you want to retrieve.
  11. Click the OK button.
  12. The group default note is restored from backup.
  13. Fill in all required and desired fields on the form.
  14. Click "Submit Note" or "File Note" button.
  15. Using the "Select Note To Edit" field added with this update, select the scratch default group note to edit.
  16. Make any necessary edits.
  17. Click "Submit Note" or "File Note" button to save the group scratch note.
  18. You can edit the scratch notes multiple times if necessary.
  19. You can have multiple group scratch notes in process at one time.
  20. Once the group default note is completed, the scratch note can be individualized through the Individual Progress Notes tab and individualized notes can be finalized and routed if necessary.
  21. If changes are made again to the scratch group default note after some group members have been individualized, it won't change the individualized progress notes, but it will change any that remain with the group default note because they haven't been individualized. You will then receive a message stating which clients in the group have already been individualized and therefore, they won't be changed by the edit just made.
  22. Open the "Clinical Document Viewer" form.
  23. Display the progress notes that were finalized.
  24. Validate that they display as they were saved.
  25. Open the "Scheduling Calendar".
  26. Schedule a group appointment.
  27. Open the "Progress Notes (Group and Individual)" form.
  28. Create a group note for an "Existing Appointment" for the group used in the previous step.
  29. Add additional members to the group by using the "Caseload" selection in the "Add to Group - Use Caseload or Unit Selection" field.
  30. Submit the group scratch note.
  31. Edit the group default scratch note that was saved in the previous step.
  32. Add group members to the group by using the "Unit" selection in the "Add to Group - Use Caseload or Unit Selection" field and then selecting a unit in the "Unit" field.
  33. Submit the group scratch note.
  34. Navigate to the "individual Progress Note" tab.
  35. Proceed to individualize and finalize a note for one group or more group members.
  36. Edit the group default scratch note again.
  37. Note that a message pops up indicating that some members of the group have already been individualized and therefore won't contain any further edits to the group note.
Scenario 5: Progress Notes (Group and Individual) - Edit Scratch Note - Existing Service
Specific Setup:
  • Using "Site Specific Section Modeling" form:
  • There is a new field added to the Group Default Note section of the Progress Notes (Group and Individual) form.
  • This field is called "Select Note To Edit" and it is 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.
  • The following fields must be added to the "Progress Notes (Group and Individual)" form: "Add to Group - Use Caseload or Unit Selection", "Unit", "Select Clients", "Add Selected Clients to Group List".
  • Admit three test clients or select three test clients. They can be admitted to any episode.
  • Create a group using "Group Registration" that includes all 3 of the clients as members.
  • Document routing must be enabled for the Progress Notes (Group and Individual) form.
  • Using "Set System Defaults" form, enable Autosave for the Progress Notes (Group and Individual) form.
Steps
  1. Using "Scheduling Calendar", create a group appointment for the group created in setup.
  2. Also, using "Scheduling Calendar", check in and check out all group members.
  3. Open the "Progress Notes (Group and Individual)" form.
  4. Click the group note section. Such as "Group Default Note" or "Begin Default Note".
  5. Select "Existing Service" in the "Progress Note For" field.
  6. Select the appointment entered in the previous step from the "Select Existing Appointment/Service" field.
  7. Fill in some fields and then click either the "Backup" button or the "Save" icon to create an autosaved copy of the group default note.
  8. Close the "Progress Note (Group and Individual)" form.
  9. Open the "Progress Notes (Group and Individual)" form.
  10. A message pops up asking you if you want to retrieve the autosaved backup.
  11. Select the backup that you want to retrieve.
  12. Click the OK button.
  13. The group default note is restored from backup.
  14. Fill in all required and desired fields on the form.
  15. Click "Submit Note" or "File Note" button.
  16. Using the "Select Note To Edit" field added with this update, select the scratch default group note to edit.
  17. Make any necessary edits.
  18. Click "Submit Note" or "File Note" button to save the group scratch note.
  19. You can edit the scratch notes multiple times if necessary.
  20. You can have multiple group scratch notes in process at one time.
  21. Once the group default note is completed, the scratch note can be individualized through the Individual Progress Notes tab and individualized notes can be finalized and routed if necessary.
  22. If changes are made again to the scratch group default note after some group members have been individualized, it won't change the individualized progress notes, but it will change any that remain with the group default note because they haven't been individualized. You will then receive a message stating which clients in the group have already been individualized and therefore, they won't be changed by the edit just made.
  23. Open the "Clinical Document Viewer" form.
  24. Display the progress notes that were finalized.
  25. Validate that they display as they were saved.
  26. Open the "Scheduling Calendar" form.
  27. Schedule a group appointment.
  28. Check the appointment in and out.
  29. Open the "Progress Notes (Group and Individual)" form.
  30. Create a group note for an "Existing Service" for the appointment created in the previous step.
  31. Add additional members to the group by using the "Caseload" selection in the "Add to Group - Use Caseload or Unit Selection" field.
  32. Submit the group scratch note.
  33. Edit the group default scratch note that was saved in the previous step.
  34. Add group members to the group by using the "Unit" selection in the "Add to Group - Use Caseload or Unit Selection" field and then selecting a unit in the "Unit" field.
  35. Submit the group scratch note.
  36. Navigate to the "individual Progress Note" tab.
  37. Proceed to individualize and finalize a note for one group or more group members.
  38. Edit the group default scratch note again.
  39. Note that a message pops up indicating that some members of the group have already been individualized and therefore won't contain any further edits to the group note.
Topics
• NX • Group Progress Notes • Progress Notes
Update 53 Summary | Details
Client Health Maintenance form - Immunization and Wellness
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.
  33. Access the 'Client Health Maintenance' form.
  34. Select "Client A" in the 'Client ID' field.
  35. Click the [Immunizations - Update].
  36. Enter an immunization marking it as "Refused".
  37. Click "Save".
  38. Click "Submit".
Client Health Maintenance - Refused Immunization
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.
  33. Access the 'Client Health Maintenance' form.
  34. Select "Client A" in the 'Client ID' field.
  35. Click the [Immunizations - Update].
  36. Enter an immunization marking it as "Refused".
  37. Click "Save".
  38. Click "Submit".
Vitals Entry - Future Dates
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Vitals Entry
  • Chart Review
Scenario 1: Vitals Entry - Field Validations
Specific Setup:
  • A client is enrolled an existing episode and is between the ages of 0-3 years old (Client A).
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select "Add" in the 'Update Vital Sign' field.
  3. Enter the desired date in the 'Date' field.
  4. Enter the desired time in the 'Time' field.
  5. Enter the desired value in the 'Weight (lbs)' field and validate the 'Weight (kgs)' field is calculated accordingly.
  6. Validate the 'Head Circumference (in)', 'Head Circumference (cm)' and 'Head Occipital-frontal Circumference Percentile (Birth - 36 months)' fields are displayed.
  7. Please note: these fields will only be enabled for a client between the ages of 0-3 years old.
  8. Enter the desired value in the 'Head Circumference (in)' field and validate the 'Head Circumference (cm)' field is populated accordingly. Note: if the 'Head Circumference (cm)' field is populated first, it will populate the 'Head Circumference (in)' field accordingly.
  9. For Avatar NX users only, please note: due to a known issue with the field label display in Avatar NX, the 'Head Circumference' text box should be used to populate 'Head Circumference (in)' and the 'Head Circumference (in)' field should be used to populate 'Head Circumference (cm)'. The 'Head Circumference (cm)' field should be ignored. If desired, use 'Form Designer' to rename/remove the fields accordingly.
  10. Validate the 'Head Occipital-Circumference Percentile (Birth - 36 months) field is populated based off the value entered in the 'Head Circumference' field. Note: this field is read-only.
  11. Validate the 'Length (in)', 'Length (cm)' and 'Weight for Length Percentile (Birth - 36 months) fields are displayed.
  12. Please note: these fields will only be enabled for a client between the ages of 0-3 years old.
  13. Enter the desired value in the 'Length (in)' field and validate the 'Length (cm)' field is populated accordingly. Note: if the 'Length (cm)' field is populated first, it will populate the 'Length (in)' field accordingly.
  14. For Avatar NX users only, please note: due to a known issue with the field label display in Avatar NX, the 'Length' text box should be used to populate 'Length (in)' and the 'Length (in)' field should be used to populate 'Length (cm)'. The 'Length (cm)' field should be ignored. If desired, use 'Form Designer' to rename/remove the fields accordingly.
  15. Validate the 'Weight for Length Percentile (Birth - 36 months)' field is populated based off the values entered in the 'Length' and 'Weight' fields. Note: this field is read-only.
  16. Populate any other desired fields.
  17. Click [Submit] and [Yes] to return to form.
  18. Select "Edit" in the 'Update Vital Sign' field.
  19. Click [Select Vital Sign].
  20. Select the vitals filed in the previous steps and click [OK].
  21. Validate the vitals filed in the previous steps are displayed.
  22. Validate the 'Weight' fields contain the values filed in the previous steps.
  23. Validate the 'Head Circumference' fields contain the values filed in the previous steps.
  24. Validate the 'Head Occipital-Circumference Percentile (Birth - 36 months)' field contains the value filed in the previous steps.
  25. Validate the 'Length' fields contain the values filed in the previous steps.
  26. Validate the 'Weight for Length Percentile (Birth - 36 months)" field contains the value filed in the previous steps.
  27. Close the form.
Scenario 2: Chart Review - Vitals Entry
Specific Setup:
  • Tester must add the "Vitals Entry" form to "Chart Review" form.
Steps
  1. Open the "Chart Review" form.
  2. Add vitals information by opening the "Vitals Entry" form on the chart and clicking "Add".
  3. Add a vitals record.
  4. Return to the chart.
  5. Edit the vitals information that was just entered by opening the "Vitals Entry" form and clicking "Edit".
  6. Remain in the "Vitals Entry" form and delete a vitals record.
  7. Click "Launch Growth Report".
  8. Validate that a growth report is generated and reflects the vitals data entered.
  9. Click "View Graph".
  10. Validate the graph represents data as entered.
  11. Click "View Report".
  12. Validate vitals data entered are represented in the report.
Vitals Entry - Blood Pressure position
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
  • Client Health Maintenance
  • CWS Vital Signs Setup
  • Vitals Entry
Scenario 1: Vitals Entry - Position
Specific Setup:
  • Admit a test client into any program.
  • Create and finalize a treatment plan for the test client.
  • Using the "CWS Vital Setup" form, set low/high ranges for the ''Blood Pressure Diastolic" and "Blood Pressure Systolic" fields.
Steps
  1. Open the "Vitals Entry" form.
  2. Enter a blood pressure by clicking on "Sitting" in the "Position" field.
  3. Set the "Blood Pressure Diastolic" to a value that is out of range for that field as set in setup.
  4. Validate a message pops up stating that the value is out of range.
  5. Validate the value of "Sitting" is still selected in the "Position" field.
  6. Set the "Blood Pressure Systolic" to a value that is out of range for that field as set in setup.
  7. Validate a message pops up stating that the value is out of range.
  8. Validate the value of "Sitting" is still selected in the "Position" field.
Vitals Entry - low/high ranges BP2 and BP3 fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Vitals Entry
  • CWS Vital Signs Setup
Scenario 1: "Vitals Entry" form - Additional blood pressure fields
Specific Setup:
  • Avatar CWS->CWS Utilities->Set System Defaults->Vitals Entry->->Enable Multiple Blood Pressure Entry = "Y". Note that this is a one time registry setting. Once enabled, this cannot be disabled.
Steps
  1. Open "Vitals Entry" form.
  2. Select "Add" in the "Add/Edit/Delete Vital Sign" field.
  3. Enter current date in the "Date" field.
  4. Enter current time in the "Time" field.
  5. Enter any value in the Blood Pressure: "Systolic" field.
  6. Validate the Blood Pressure: "Diastolic" field becomes required.
  7. Enter any value in the Blood Pressure: "Diastolic" field.
  8. Validate the Blood Pressure "Systolic" field becomes required.
  9. Select any value in the Blood Pressure: "Position" field.
  10. Enter any value in the Blood Pressure 2: "Systolic 2" field.
  11. Validate the "Blood Pressure 2: "Diastolic 2" field becomes required.
  12. Enter any value in the Blood Pressure 2: "Diastolic 2" field.
  13. Validate the "Blood Pressure 2: "Systolic 2" field becomes required.
  14. Select any value in the Blood Pressure 2: "Position 2" field.
  15. Enter any time in the Blood Pressure 2: "Time Taken" field.
  16. Enter any value in the Blood Pressure 3: "Systolic 3" field.
  17. Validate the "Blood Pressure 3: "Diastolic 3" field becomes required.
  18. Enter any value in the Blood Pressure 3: "Diastolic 3" field.
  19. Validate the "Blood Pressure 3: "Systolic 2" field becomes required.
  20. Select any value in the Blood Pressure 3: "Position 3" field.
  21. Enter any time in the Blood Pressure 3: "Time Taken" field.
  22. Click [Submit].
  23. Click [Yes] on the "Submitting has completed. Do you wish to return to form?" prompt.
  24. Validate the following fields are not required on re-display of the form:
  25. "Position 2"
  26. "Position 3"
  27. "Time 2"
  28. "Time 3"
  29. Select "Edit" in the "Add/Edit/Delete Vital Sign" field.
  30. Click [Select Vital Sign].
  31. Click on the previously entered row to highlight.
  32. Click [OK].
  33. Verify the previously entered data displays as entered in previous steps.
  34. Click [Submit].
  35. Click [No] on the "Submitting has completed. Do you wish to return to form?" prompt to return to the menu.
  36. Open the "CWS Vital Signs Setup" form.
  37. Set low value/high value ranges for all 3 blood pressure fields.
  38. File the form.
  39. Open the :Vitals Entry" form.
  40. Validate all 3 diastolic/systolic blood pressure fields for range limits.
Topics
• Client Health Maintenance • Vitals Entry • Chart View • Treatment Plan • Create New Treatment Plan
Update 55 Summary | Details
Non-episodic 'Treatment Plan' forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Call Intake
  • Treatment Plan
  • Treatment Plan Non-Episodic
  • Registry Settings (CWS)
  • Discharge
  • Treatment Plan (Non-Episodic)
Scenario 1: Call Intake - Validate non-episodic 'Treatment Plan' form
Specific Setup:
  • A non-episodic copy of the 'Treatment Plan' form is defined (Treatment Plan (Non-Episodic)).
Steps
  1. Access the 'Call Intake' form.
  2. Verify the "Select Client" dialog is displayed.
  3. Enter any new value in the 'Last Name' field.
  4. Enter any new value in the 'First Name' field.
  5. Select any value in the 'Sex' field.
  6. Click [Search].
  7. Validate a "Search Results" message is displayed stating: No matches found.
  8. Click [OK] and [New Client].
  9. Populate all required fields.
  10. Submit the form. Note: this client will be referred to as "Client A".
  11. Select "Client A" and access the 'Treatment Plan (Non-Episodic)' form.
  12. Validate a message is displayed stating: "A client must have a permanent MR# before entering a treatment plan."
  13. Click [OK].
  14. Validate the form is not opened.
  15. Select "Client A" and access the 'Assign Permanent MR#' form.
  16. Validate that 'Temporary ID' contains the existing P# ID.
  17. Click [Assign Permanent MR #] and [Yes].
  18. Validate the 'Assigned ID' field contains the permanent MR#.
  19. Click [Submit].
  20. Select "Client A" and access the 'Treatment Plan (Non-Episodic)' form.
  21. Validate form open successfully.
  22. Populate all required and desired fields.
  23. Select "Draft" in the 'Treatment Plan Status' field.
  24. Click [Submit].
  25. Select "Client A" and access the 'Treatment Plan (Non-Episodic)' form.
  26. Select the draft filed in the previous steps and click [Edit].
  27. Validate the form opens successfully.
  28. Validate all previously filed data is displayed.
  29. Close the form.
Topics
• Treatment Plan • Call Intake
Update 57 Summary | Details
Registry Setting - Ensure Service Program Matches Assigned Services on Charge Input
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
Scenario 1: Treatment Plan - validate the "Assigned Services" grid
Specific Setup:
  • A client must be admitted to an active 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).
  • Document routing must be enabled for the 'Treatment Plan' form.
  • The 'Assign Services' section in the 'Program Maintenance' form has 'Enable Service Entry Restriction for Program' set to 'Yes' for one or more programs.
  • The following registry setting must be enabled:
  • 'Enable Service Entry Restriction by Client Treatment Plan'
  • 'Activate Program/Service Code Filter'
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Set the 'Plan Date' field to the current date.
  4. Select any value from the 'Plan Type' field.
  5. Select "Draft" in the 'Draft/Final' field.
  6. Click [Launch Plan].
  7. Click [Add New Problem].
  8. Select any value in the 'Problem Code' field.
  9. Select 'Active' from the 'Status (Problem List)' field.
  10. Enter any value in the 'Problem' field.
  11. Select any value from the 'Status' field.
  12. Click [Add New Goal].
  13. Enter any value in the 'Goal' field.
  14. Select any value from the 'Status' field.
  15. Click [Add New Objective].
  16. Enter any value in the 'Objective' field.
  17. Select any value from the 'Status' field.
  18. Click [Add New Intervention].
  19. Enter any value in the 'Intervention' field.
  20. Select any value from the 'Status' field.
  21. Click [Add Service] in the 'Assigned Services' field.
  22. Populate the 'Service Program' field.
  23. Enter a search value in the 'Service Code' field to bring up the listing of service code values.
  24. Select any service code.
  25. Validate the service code field is populated as expected in the 'Service Code' field.
  26. Select any value in the 'Frequency' field.
  27. Select any value in the 'Duration' field.
  28. Select any value in the 'Service Mode' field.
  29. Select any value in the 'Place of Service' field.
  30. Enter any value in the 'Amount' field.
  31. Enter any value in the 'Agency and Staff Responsible' field.
  32. Click [Return To Plan].
  33. Click [Launch Plan] to display the existing plan.
  34. Click on the 'Intervention' entered in the previous steps.
  35. Validate the 'Assigned Services' field is populated with the values from the previous steps.
  36. Click [Add New Intervention].
  37. Populate the 'Intervention' and 'Status' fields.
  38. Click [Copy Service].
  39. Validate an 'Add Services From Other Interventions' dialog displays.
  40. Select the intervention and click [Copy].
  41. Validate the 'Assigned Services' field displays the values from the previous intervention.
  42. Select the field and click [Delete Service].
  43. Validate the values no longer display.
  44. Click [Return To Plan].
  45. Click [Submit].
  46. Validate the plan submits successfully.
  47. Select "Client A" and access the 'Treatment Plan' form.
  48. Click to edit the row just submitted.
  49. Click [Launch Plan].
  50. Click the 'Interventions' item on the plan tree.
  51. Validate the 'Assigned Services' grid columns display the expected values.
  52. Click [Return To Plan].
  53. Select "Final" in the 'Draft/Final' field.
  54. Click [Submit].
  55. Validate a 'Confirm Document' dialog and validate the data displays as expected.
  56. Click [Sign].
  57. Enter the password and click [Verify].
  58. Navigate to the 'All Documents' view.
  59. Select 'All Forms'.
  60. Select "Treatment Plan" in the 'Form Description' field.
  61. Validate the plan from the previous steps displays and select it.
  62. Validate the plan displays as expected in the 'Console Widget Viewer'.
Topics
• Treatment Plan
Update 58 Summary | Details
Progress Notes (Group and Individual)
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
  • Progress Notes (Group and Individual) 4
Scenario 1: 'Progress Notes (Group and Individual)' - New Service note
Specific Setup:
  • A client must be defined (Client A).
  • The 'Progress Notes' widget must be accessible on the HomeView.
  • Set the 'Default Staff Associated With Current Login User' option is "N" in 'Registry Setting'.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select "New Service" in the 'Progress Note For' field.
  4. Select any value in the 'Note Type' field.
  5. Enter any value in the 'Notes Field' field.
  6. Enter the current date in the 'Date Of Service' field.
  7. Enter any service code in the 'Service Charge Code' field.
  8. Enter any value in the 'Service Duration' field.
  9. Select "Final" in the 'Draft/Final' field.
  10. Click [File Note].
  11. Validate a message is displayed stating: Note Filed. Do you want to return to the Progress Notes form?
  12. Click [No] and the form closes.
  13. Select "Client A" and navigate to the 'Progress Notes' widget.
  14. Validate the note filed in the previous steps is displayed.
Scenario 2: Copy of Progress Notes (Group and Individual)
Specific Setup:
  • Create a copy of the Progress Notes (Group and Individual) form.
Steps
  1. Open the copy of "Progress Notes (Group and Individual)" form.
  2. Create a Progress Note for an individual.
  3. Fill out all the required fields and Service Duration for a New Service.
  4. Select 'Draft' in 'Draft/Final'.
  5. Click [File Note].
  6. Validate a message is displayed stating: Note Filed. Do you want to return to the Progress Notes form?
  7. Click [Yes] to remain in the form.
  8. Retrieve the drafted note and validate that the data was retained.
  9. Mark the note as 'Final' and submit.
Topics
• Group Progress Notes • Progress Notes
Update 59 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 group (Group B) is defined with two group members (Client C & Client D).
  • 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).
  • An active note type is defined in the '(10751) Note Type' data element in the 'Dictionary Update' CWS form (Note Type B).
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 'Group Registration' form for "Group B".
  6. Validate the 'Default Note Type' field is displayed.
  7. Select "Note Type B" in the 'Default Note Type' field.
  8. Click [Submit].
  9. Access the 'Progress Notes (Group and Individual)' form.
  10. Select the "Group Default Notes" section.
  11. Enter the current date in the 'Date Of Group' field.
  12. Select "Practitioner A" in the 'Practitioner' field.
  13. Select "New Service" in the 'Progress Note For' field.
  14. Select "Group A" in the 'Group Name Or Number' field.
  15. Validate the 'Note Type' field contains "Note Type A".
  16. Select "Group B" in the 'Group Name Or Number' field.
  17. Validate a warning message is displayed stating: This group has a default note type that is different than what is currently selected. Do you want to change to the default?
  18. Click [Yes].
  19. Validate the 'Note Type' field contains "Note Type B".
  20. Select "Group A" in the 'Group Name Or Number' field.
  21. Validate a warning message is displayed stating: This group has a default note type that is different than what is currently selected. Do you want to change to the default?
  22. Click [No].
  23. Validate the 'Note Type' field still contains "Note Type B".
  24. Enter the desired value in the 'Note' field.
  25. Select the desired value in the 'Service Charge Code' field.
  26. Select the desired value in the 'Service Program' field.
  27. Populate any other required and desired fields.
  28. Click [File Note].
  29. Validate a message is displayed stating: Progress notes are filed.
  30. Click [OK].
  31. Select the "Individual Progress Notes" section.
  32. Select "Group A" in the 'Group Name Or Number' field.
  33. Enter the current date in the 'Note Date' field.
  34. Validate the 'Select Note to Edit' field contains group scratch notes for "Client A" and "Client B".
  35. Select the note for "Client A" in the 'Select Note To Edit' field.
  36. Validate all fields populate based off the values entered in the group note.
  37. Validate the 'Note Type' field contains "Note Type B".
  38. Individualize the note as desired and file the note.
  39. Repeat steps 2o-2q for "Client B".
  40. Close the form.
  41. Select "Client A" and access the 'Progress Notes' widget.
  42. Validate the progress note filed in the previous steps is displayed.
  43. Select "Client B" and access the 'Progress Notes' widget.
  44. 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 group (Group B) is defined with two group members (Client C & Client D).
  • A practitioner is associated to the logged in user (Practitioner A).
  • "Group A" and "Group B" have 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).
  • An active note type is defined in the '(10751) Note Type' data element in the 'Dictionary Update' CWS form (Note Type B).
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 'Group Registration' form for "Group B".
  6. Validate the 'Default Note Type' field is displayed.
  7. Select "Note Type B" in the 'Default Note Type' field.
  8. Click [Submit].
  9. Access the 'Progress Notes (Group and Individual)' form.
  10. Select the "Group Default Notes" section.
  11. Enter the current date in the 'Date Of Group' field.
  12. Select "Practitioner A" in the 'Practitioner' field.
  13. Select "Existing Service" in the 'Progress Note For' field.
  14. Select the service for "Group A" in the 'Note Addresses Which Existing Service/Appointment' field.
  15. Validate the 'Group Name Or Number' field contains "Group A".
  16. Validate "Note Type A" is defaulted into the 'Note Type' field.
  17. Select the service for "Group B" in the 'Note Addresses Which Existing Service/Appointment' field.
  18. Validate a warning message is displayed stating: This group has a default note type that is different than what is currently selected. Do you want to change to the default?
  19. Click [Yes].
  20. Validate the 'Group Name Or Number' field contains "Group B".
  21. Validate the 'Note Type' field contains "Note Type B".
  22. Select the service for "Group A" in the 'Note Addresses Which Existing Service/Appointment' field.
  23. Validate a warning message is displayed stating: This group has a default note type that is different than what is currently selected. Do you want to change to the default?
  24. Click [No].
  25. Validate the 'Group Name Or Number' field contains "Group A".
  26. Validate the 'Note Type' field still contains "Note Type B".
  27. Enter the desired value in the 'Note' field.
  28. Click [File Note].
  29. Validate a message is displayed stating: Progress notes are filed.
  30. Click [OK].
  31. Select the "Individual Progress Notes" section.
  32. Select "Group A" in the 'Group Name Or Number' field.
  33. Enter the current date in the 'Note Date' field.
  34. Validate the 'Select Note to Edit' field contains group scratch notes for "Client A" and "Client B".
  35. Select the note for "Client A" in the 'Select Note To Edit' field.
  36. Validate all fields populate based off the values entered in the group note.
  37. Validate the 'Note Type' field contains "Note Type B".
  38. Individualize the note as desired and file the note.
  39. Repeat steps 2o-2q for "Client B".
  40. Close the form.
  41. Select "Client A" and access the 'Progress Notes' widget.
  42. Validate the progress note filed in the previous steps is displayed.
  43. Select "Client B" and access the 'Progress Notes' widget.
  44. 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 group (Group B) is defined with two group members (Client C & Client D).
  • A practitioner is associated to the logged in user (Practitioner A).
  • "Group A" and "Group B" have 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).
  • An active note type is defined in the '(10751) Note Type' data element in the 'Dictionary Update' CWS form (Note Type B).
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 'Group Registration' form for "Group B".
  6. Validate the 'Default Note Type' field is displayed.
  7. Select "Note Type B" in the 'Default Note Type' field.
  8. Click [Submit].
  9. Access the 'Progress Notes (Group and Individual)' form.
  10. Select the "Group Default Notes" section.
  11. Enter the current date in the 'Date Of Group' field.
  12. Select "Practitioner A" in the 'Practitioner' field.
  13. Select "Existing Appointment" in the 'Progress Note For' field.
  14. Select the appointment for "Group A" in the 'Note Addresses Which Existing Service/Appointment' field.
  15. Validate the 'Group Name Or Number' field contains "Group A".
  16. Validate "Note Type A" is defaulted into the 'Note Type' field.
  17. Select the appointment for "Group B" in the 'Note Addresses Which Existing Service/Appointment' field.
  18. Validate a warning message is displayed stating: This group has a default note type that is different than what is currently selected. Do you want to change to the default?
  19. Click [Yes].
  20. Validate the 'Group Name Or Number' field contains "Group B".
  21. Validate the 'Note Type' field contains "Note Type B".
  22. Select the appointment for "Group A" in the 'Note Addresses Which Existing Service/Appointment' field.
  23. Validate a warning message is displayed stating: This group has a default note type that is different than what is currently selected. Do you want to change to the default?
  24. Click [No].
  25. Validate the 'Group Name Or Number' field contains "Group A".
  26. Validate the 'Note Type' field still contains "Note Type B".
  27. Enter the desired value in the 'Note' field.
  28. Click [File Note].
  29. Validate a message is displayed stating: Progress notes are filed.
  30. Click [OK].
  31. Select the "Individual Progress Notes" section.
  32. Select "Group A" in the 'Group Name Or Number' field.
  33. Enter the current date in the 'Note Date' field.
  34. Validate the 'Select Note to Edit' field contains group scratch notes for "Client A" and "Client B".
  35. Select the note for "Client A" in the 'Select Note To Edit' field.
  36. Validate all fields populate based off the values entered in the group note.
  37. Validate the 'Note Type' field contains "Note Type B".
  38. Individualize the note as desired and file the note.
  39. Repeat steps 2o-2q for "Client B".
  40. Close the form.
  41. Select "Client A" and access the 'Progress Notes' widget.
  42. Validate the progress note filed in the previous steps is displayed.
  43. Select "Client B" and access the 'Progress Notes' widget.
  44. 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 group (Group B) is defined with two group members (Client C & Client D).
  • 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).
  • An active note type is defined in the '(10751) Note Type' data element in the 'Dictionary Update' CWS form (Note Type B).
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 'Group Registration' form for "Group B".
  6. Validate the 'Default Note Type' field is displayed.
  7. Select "Note Type B" in the 'Default Note Type' field.
  8. Click [Submit].
  9. Access the 'Progress Notes (Group and Individual)' form.
  10. Select the "Group Default Notes" section.
  11. Enter the current date in the 'Date Of Group' field.
  12. Select "Practitioner A" in the 'Practitioner' field.
  13. Select "Independent Note" in the 'Progress Note For' field.
  14. Select "Group A" in the 'Group Name Or Number' field.
  15. Validate the 'Note Type' field contains "Note Type A".
  16. Select "Group B" in the 'Group Name Or Number' field.
  17. Validate a warning message is displayed stating: This group has a default note type that is different than what is currently selected. Do you want to change to the default?
  18. Click [Yes].
  19. Validate the 'Note Type' field contains "Note Type B".
  20. Select "Group A" in the 'Group Name Or Number' field.
  21. Validate a warning message is displayed stating: This group has a default note type that is different than what is currently selected. Do you want to change to the default?
  22. Click [No].
  23. Validate the 'Note Type' field still contains "Note Type B".
  24. Enter the desired value in the 'Note' field.
  25. Click [File Note].
  26. Validate a message is displayed stating: Progress notes are filed.
  27. Click [OK].
  28. Select the "Individual Progress Notes" section.
  29. Select "Group A" in the 'Group Name Or Number' field.
  30. Enter the current date in the 'Note Date' field.
  31. Validate the 'Select Note to Edit' field contains group scratch notes for "Client A" and "Client B".
  32. Select the note for "Client A" in the 'Select Note To Edit' field.
  33. Validate all fields populate based on the values entered in the group note.
  34. Validate the 'Note Type' field contains "Note Type B".
  35. Individualize the note as desired and file the note.
  36. Repeat steps 2o-2q for "Client B".
  37. Close the form.
  38. Select "Client A" and access the 'Progress Notes' widget.
  39. Validate that the progress note filed in the previous steps is displayed.
  40. Select "Client B" and access the 'Progress Notes' widget.
  41. Validate that the progress note filed in the previous steps is displayed.
Topics
• Progress Notes • Group Progress Notes
Update 60 Summary | Details
Avatar NX - 'Medical Note'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Facesheet.Client's E&M Appointments
  • My Draft Notes
Scenario 1: Medical Note - Finalize an existing appointment note with Add-On Services when document routing is disabled
Specific Setup:
  • The Medical Note POV is configured and accessible from the HomeView.
  • The logged in user must have Provider credentials.
  • The Registry Setting 'Enable Multiple Add-On Code Per Primary Code Functionality' must be set to "Y".
  • Add-On codes (Add-On 1 & Add-On 2) must be defined and associated to a Primary Service Code (Service Code A).
  • A client must be enrolled in a primary care program and have an existing appointment scheduled (Client A).
  • Document routing must be disabled on the 'Ambulatory Progress Notes (Diagnosis Entry)' form
Steps
  1. Access the 'Medical Note' application.
  2. Navigate to 'Today's E&M Appointments/Notes'.
  3. Click [Start] for the appointment for "Client A".
  4. Populate all required fields in the 'Note Details' section.
  5. Click [Save].
  6. Navigate to the 'Document' section.
  7. Populate all required fields.
  8. Navigate to the 'Finalize' section.
  9. Enter any value in the 'Face-to-Face Time with Client' field.
  10. Select "Service Code A" in the 'CPT Code Selected' field.
  11. Click [Add] in the 'Add-On Services' section.
  12. Select "Add-On 1" the 'Add-On Service' field.
  13. Enter any value in the 'Duration' field.
  14. Select any value in the 'Add-On Service Note' field.
  15. Click [Save and Add Another].
  16. Select "Add-On 2" the 'Add-On Service' field.
  17. Enter any value in the 'Duration' field.
  18. Select any value in the 'Add-On Service Note' field.
  19. Click [Generate Note] in the 'Note Summary' section.
  20. Select "Complete" in the 'Completion Status' field.
  21. Click [Sign Off].
  22. Access the 'Client Ledger' form.
  23. Enter "Client A" in the 'Client ID' field.
  24. Select "All Episodes" from the 'Claim/Episode/All Episodes' field.
  25. Select "Simple" from the 'Ledger Type' field.
  26. Select "Yes" from the 'Include Zero Charges' field.
  27. Click [Process].
  28. Verify the 'Client Ledger Report' page exists.
  29. Validate the 'Client Ledger Report' page contains "Service Code A", "Add-On 1", and "Add-On 2".
  30. Click [Dismiss] and close the form.
Scenario 2: Medical Note - Finalize an existing appointment note with Add-On Services when document routing is enabled
Specific Setup:
  • The Medical Note POV is configured and accessible from the HomeView.
  • The logged in user must have Provider credentials.
  • The Registry Setting 'Enable Multiple Add-On Code Per Primary Code Functionality' must be set to "Y".
  • Add-On codes (Add-On 1 & Add-On 2) must be defined and associated to a Primary Service Code (Service Code A).
  • A client must be enrolled in a primary care program and have an existing appointment scheduled (Client A).
  • Document routing must be enabled on the 'Ambulatory Progress Notes (Diagnosis Entry)' form.
Steps
  1. Access the 'Medical Note' application.
  2. Navigate to 'Today's E&M Appointments/Notes'.
  3. Click [Start] for the appointment for "Client A".
  4. Populate all required fields in the 'Note Details' section.
  5. Click [Save].
  6. Navigate to the 'Document' section.
  7. Populate all required fields.
  8. Navigate to the 'Finalize' section.
  9. Enter any value in the 'Face-to-Face Time with Client' field.
  10. Select "Service Code A" in the 'CPT Code Selected' field.
  11. Click [Add] in the 'Add-On Services' section.
  12. Select "Add-On 1" the 'Add-On Service' field.
  13. Enter any value in the 'Duration' field.
  14. Select any value in the 'Add-On Service Note' field.
  15. Click [Save and Add Another].
  16. Select "Add-On 2" the 'Add-On Service' field.
  17. Enter any value in the 'Duration' field.
  18. Select any value in the 'Add-On Service Note' field.
  19. Click [Generate Note] in the 'Note Summary' section.
  20. Select "Complete" in the 'Completion Status' field.
  21. Click [Sign Off].
  22. Validate a "Confirm Document" dialog is displayed with the note details.
  23. Click [Accept].
  24. Verify the "Verify Password" dialog is displayed and enter the password associated to the logged in user.
  25. Access the 'Client Ledger' form.
  26. Enter "Client A" in the 'Client ID' field.
  27. Select "All Episodes" from the 'Claim/Episode/All Episodes' field.
  28. Select "Simple" from the 'Ledger Type' field.
  29. Select "Yes" from the 'Include Zero Charges' field.
  30. Click [Process].
  31. Verify the 'Client Ledger Report' page exists.
  32. Validate the 'Client Ledger Report' page contains "Service Code A", "Add-On 1", and "Add-On 2".
  33. Click [Dismiss] and close the form.
Scenario 3: Medical Note - Validate progress note sign off with Document Routing
Specific Setup:
  • The Medical Note POV is configured and accessible from the HomeView.
  • Have two users with associated practitioners (User A & User B).
  • Must be logged in as "User A" initially
  • Both users have the "My To Do's" widget on their home view
  • Document Routing is enabled in the 'Document Routing Setup' form.
  • A client has an existing progress note with all the required fields filled out (ClientA).
Steps
  1. Select "Client A" and access the 'Medical Note' application.
  2. Click [Select Note].
  3. Select [Edit] from the "Client's E&M Appointment" row.
  4. Verify the existence of the “Facesheet” section.
  5. Complete all required fields on "Document" and "Finalize" tabs.
  6. Click the "Finalize" tab and complete all the required fields.
  7. Do not select any add-on service codes.
  8. Click [Generate Note].
  9. Select "Complete" in the 'Completion Status' field.
  10. Click [Sign Off].
  11. Validate a "Confirm Document" dialog is displayed with the note details.
  12. Click [Accept and Route].
  13. Enter the password for "User A" in the 'Verify Password' field.
  14. Click [OK].
  15. Select the practitioner associated to "User B" as the approver.
  16. Click [Submit].
  17. Log out and log in as "User B".
  18. Navigate to the "My To Do's" widget.
  19. Locate the 'To Do' just routed and click [Approve Document].
  20. Validate the progress note details are displayed.
  21. Click [Accept] and [Sign].
  22. Enter the password for "User B" in the 'Verify Password' field.
  23. Click [OK].
  24. Validate the To Do is removed from the list.
  25. Access the 'Client Ledger' form.
  26. Enter "Client A" in the 'Client ID' field.
  27. Select "All Episodes" from the 'Claim/Episode/All Episodes' field.
  28. Select "Simple" from the 'Ledger Type' field.
  29. Select "Yes" from the 'Include Zero Charges' field.
  30. Click [Process].
  31. Verify the 'Client Ledger Report' page exists.
  32. Validate the 'Client Ledger Report' page contains the service created in the previous steps.
  33. Validate no add-on codes are displayed since none were selected in Medical Note.
  34. Click [Dismiss] and close the form.
'Progress Notes' web service
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • SoapUI - ProgressNotes.Client.Request
  • SoapUI - ProgressNotes.Client.Request - AddProgressNotes
  • Progress Notes (Group and Individual)
  • Facesheet.Client's E&M Appointments
  • My Draft Notes
Scenario 1: WEBSVC.ProgressNotes.ClientRequest - AddProgressNote - Validate the 'Enable Multiple Add-On Code Per Primary Code Functionality' registry setting
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • Must have the 'Progress Notes' widget accessible from the HomeView.
  • The 'Enable Multiple Add-On Code Per Primary Code Functionality' registry setting must be set to "Y".
  • A primary service code must be defined with associated Add On codes (Service Code A).
  • Two add-on service codes are defined (Add On 1 and Add On 2).
Steps
  1. Access SOAPUI for the 'ProgressNotes.Client.Request' - 'AddProgressNotes' web service.
  2. Enter the system code that will be used to log on in the 'SystemCode' field.
  3. Enter the username that will be used to log on in the 'UserName' field.
  4. Enter the password for the user logging on in the 'Password' field.
  5. Enter the desired practitioner ID in the 'Practitioner' field.
  6. Enter the desired in the 'NotesField' field.
  7. Enter "Note Type A" in the 'NoteType' field.
  8. Enter the desired value in the 'Location' field.
  9. Enter "F" in the 'DraftFinal' field.
  10. Enter "N" in the 'ProgressNoteFor' field.
  11. Enter "Service Code A" in the 'ServiceChargeCode' field.
  12. Enter the desired value in the 'ServiceProgram' field.
  13. Enter the desired date in the 'DateOfService' field.
  14. Enter the desired value in the 'ServiceDuration' field.
  15. Enter the desired value in the 'AddOnService' - 'Duration' field.
  16. Enter the "Add On 1" in the 'AddOnService' - 'ServiceCode' field.
  17. Enter the desired value in the 'AddOnService' - 'ServiceNarrative' field.
  18. Repeat steps 1n-1p for "Add On 2".
  19. Enter "Client A's" PATID in the 'ClientID' field.
  20. Enter the desired episode in the 'EpisodeNumber' field.
  21. Enter "CWSPN22000" in the 'Option' field.
  22. Click [Run].
  23. Validate the 'Confirmation' field contains a Unique ID (ex. Unique ID: NOT65244.001).
  24. Validate the 'Message' field contains: Progress Notes web service has been filed successfully.
  25. Select "Client A" and navigate to the 'Progress Notes' widget.
  26. Validate the 'Progress Notes' widget contains the progress note filed via web service in the previous steps.
  27. Validate all previously filed data is displayed.
  28. Validate the 'Selected Add-On Services' field contains the filed data for "Add On 1" and "Add On 2".
Scenario 2: WEBSVC.ProgressNotes.ClientRequest - EditProgressNote - Validate the 'Enable Multiple Add-On Code Per Primary Code Functionality' registry setting
Specific Setup:
  • A client must be enrolled in an existing episode and have a draft progress note filed for a new service(Client A).
  • Must have the 'Progress Notes' widget accessible from the HomeView.
  • The 'Enable Multiple Add-On Code Per Primary Code Functionality' registry setting must be set to "Y".
  • A primary service code must be defined with associated Add On codes (Service Code A).
  • Two add-on service codes are defined (Add On 1 and Add On 2).
Steps
  1. Access SOAPUI for the 'ProgressNotes.Client.Request' - 'EditProgressNotes' web service.
  2. Enter the system code that will be used to log on in the 'SystemCode' field.
  3. Enter the username that will be used to log on in the 'UserName' field.
  4. Enter the password for the user logging on in the 'Password' field.
  5. Populate all required and desired fields.
  6. Enter "Service Code A" in the 'ServiceChargeCode' field.
  7. Enter the desired value in the 'ServiceDuration' field.
  8. Enter the desired value in the 'AddOnService' - 'Duration' field.
  9. Enter the "Add On 1" in the 'AddOnService' - 'ServiceCode' field.
  10. Enter the desired value in the 'AddOnService' - 'ServiceNarrative' field.
  11. Repeat steps 1n-1p for "Add On 2".
  12. Enter "Client A's" PATID in the 'ClientID' field.
  13. Enter the desired episode in the 'EpisodeNumber' field.
  14. Enter the unique ID for the existing draft note in the 'NoteUniqueID' field.
  15. Click [Run].
  16. Validate the 'Confirmation' field contains a Unique ID (ex. Unique ID: NOT65244.001).
  17. Validate the 'Message' field contains: Progress Notes web service has been filed successfully.
  18. Select "Client A" and navigate to the 'Progress Notes' widget.
  19. Validate the 'Progress Notes' widget contains the progress note updated via web service in the previous steps.
  20. Validate all previously filed data is displayed.
  21. Validate the 'Selected Add-On Services' field contains the filed data for "Add On 1" and "Add On 2".
Progress Notes - 'Are you releasing to myHealthPointe or External providers?' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Ambulatory Progress Notes
  • CareFabric Monitor
  • Progress Notes (Group and Individual)
  • Site Specific Section Modeling (CWS)
  • Site Specific Section Modeling Import/Export (CWS)
Scenario 1: Clinical Notes Mapping - Progress Notes (Group and Individual) - Validate the 'ClinicalNoteFinalized' SDK event
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • The 'Progress Notes (Group and Individual)' form is flagged in the 'Flag Assessment Forms' form.
Steps
  1. Access the 'Clinical Notes Mapping' form.
  2. Select "Progress Note" in the 'Type of CCDA Document' field.
  3. Select "[Avatar CWS] Progress Notes (Group and Individual) (CWSPN22000)" in the 'Care Record Form to Map' field.
  4. Select "Activities" in the 'Note Type to Map' field.
  5. Validate the 'CCDA Document Title' field contains "Progress Note".
  6. Select "Social History" in the 'Standard Sections To Include To CCD' field.
  7. Select "Yes" in the 'Enabled' field.
  8. Click [New Row] in the 'Field Settings' grid.
  9. Select "History of Present Illness" in the 'CCDA Field Name' field.
  10. Select "[Avatar CWS] Health and Review of Systems (CWS42000)" in the 'Care Record Form/Assessment' field.
  11. Select "Past History" in the 'Care Record Field Name' field.
  12. Click [Submit] and close the form.
  13. Select "Client A" and access the 'Health and Review of Systems' form.
  14. Enter the current date in the 'Assessing Date' field.
  15. Select the desired value in the 'Type of Client' field.
  16. Enter the desired value in the 'Past History' field.
  17. Select the desired value in the 'Include In Syndromic Reporting' field.
  18. Populate any other desired fields.
  19. Select "Final" in the 'Draft/Final' field.
  20. Click [Submit] and close the form.
  21. Access the 'Progress Notes (Group and Individual)' form.
  22. Select "Client A" in the 'Select Client' field.
  23. Select the existing episode in the 'Select Episode' field.
  24. Select "New Service" in the 'Progress Note For' field.
  25. Select "Activities" in the 'Note Type' field.
  26. Enter the desired value in the 'Notes Field' field.
  27. Select the desired practitioner in the 'Practitioner' field.
  28. Enter the current date in the 'Date Of Service' field.
  29. Select the desired service code in the 'Service Charge Code' field.
  30. Validate the 'Are you releasing to myHealthPointe or External providers?' field is visible and required. Please note: this field will only become visible when a note type that is mapped in the 'Clinical Notes Mapping' form is selected for the progress note form being used.
  31. Select "External" in the 'Are you releasing to myHealthPointe or External providers?' field.
  32. Select "Final" in the 'Draft/Final' field.
  33. Click [File Note].
  34. Validate a message is displayed stating: Note Filed.
  35. Click [OK] and close the form.
  36. Access the 'CareFabric Monitor' form.
  37. Enter the current date in the 'From Date' and 'Through Date' fields.
  38. Select "Client A" in the 'Client ID' field.
  39. Select "ClinicalNoteFinalized" in the 'Event/Action Search' field.
  40. Click [View Activity Log].
  41. Validate a 'ClinicalNoteFinalized' record is displayed.
  42. Click [Click To View Record].
  43. Validate the 'documentDescription' field contains "Progress Note".
  44. Validate the 'documentID' - 'id' field contains a unique identifier.
  45. Validate the 'documentTitle' field contains "Progress Note".
  46. Validate the 'historyOfPresentIllness' field contains the 'Past History' filed in the 'Health and Review of Systems' form.
  47. Validate the 'includedSectionCodes' - 'code' field contains "Social History".
  48. Validate the 'includedSectionCodes' - 'displayName' field contains "Social History".
  49. Validate the 'isReleaseExternal' field contains "true".
  50. Validate the 'isReleaseToPatient' field contains "false".
  51. Close the report and the form.
Scenario 2: Site Specific Section Modeling - Progress Note Forms
Steps
  1. Access the 'Site Specific Section Modeling' CWS form.
  2. Select any 'Progress Notes (Group and Individual)' form in the 'Site Specific Section' field.
  3. Click [OK].
  4. Select the "Prompt Definition" section.
  5. Validate the 'Prompt Definition' grid contains the 'Are you releasing to myHealthPointe or External providers?' field and select it.
  6. Click [Edit Selected Item].
  7. Validate the 'Label' field is disabled and contains "Are you releasing to myHealthPointe or External providers?".
  8. Validate the 'Initially Enabled' field is disabled and "Yes" is selected.
  9. Validate the 'Initially Required' field is disabled and "No" is selected.
  10. Validate the 'Exclude from Data Collection Instrument' field is disabled and "No" is selected.
  11. Close the form.
Topics
• Progress Notes • Medical Note • NX • Web Services • Registry Settings • Site Specific Section Modeling • Site Specific Section Modeling Import/Export
 

Avatar_CWS_2023_Monthly_Release_2023.02.01_Details.csv