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Avatar CWS 2023 Monthly Release 2023.02.02 Acceptance Tests

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Update 50 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:
  • Registry Settings (PM)
  • Progress Notes (Group and Individual)
  • Client Ledger
Scenario 1: Progress Notes (Group and Individual) - 'Group Default Notes' - file an existing appointment group note with all members marked as missed
Specific Setup:
  • The 'Post Missed Visit Appointments Within Scheduling Calendar' registry setting is set to "YP".
  • The 'Inpatient Progress Note', 'Outpatient Progress Note', 'Note Type', and 'Reason For Correction (Progress Notes)' fields must be configured in the 'Appointment Scheduling System Defaults' form.
  • A group must exist (Group A) with two clients (Client A & Client B).
  • A group appointment must be scheduled for "Group A".
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select the "Group Default Notes" section.
  3. Enter the current date in the 'Date Of Group' field.
  4. Enter the desired practitioner in the 'Practitioner' field.
  5. Select "Existing Appointment" in the 'Progress Note For' field.
  6. Select the desired value in the 'Note Type' field.
  7. Select the existing appointment for "Group A" in the 'Note Addresses Which Existing Service/Appointment' field.
  8. Enter the desired value in the 'Note' field.
  9. Validate the 'Client Who Attended Group' field contains "Client A" and "Client B".
  10. De-select "Client A" and "Client B" in the 'Client Who Attended Group' field.
  11. Select the desired value in the 'Missed Visit Service Code' field.
  12. Enter the desired value in the 'Missed Visit Notes' field.
  13. Click [File Note].
  14. Validate a "Group Default Notes" message is displayed stating: Missed visits are filed.
  15. Click [OK] and close the form.
  16. Double click on "Client A" in the 'My Clients' widget.
  17. Select the progress note form from the left-hand side.
  18. Validate a progress note is displayed for the missed visit.
  19. Close the chart.
  20. Double click on "Client B" in the 'My Clients' widget.
  21. Select the progress note form from the left-hand side.
  22. Validate a progress note is displayed for the missed visit.
  23. Close the chart.
  24. Access the 'Client Ledger' form.
  25. Enter "Client A" in the 'Client ID' field.
  26. Select "All Episodes" in the 'Client/Episode/All Episodes' field.
  27. Select "Simple" in the 'Ledger Type' field.
  28. Select "Yes" in the 'Include Zero Charges' field.
  29. Click [Process].
  30. Validate the service is displayed for the missed visit.
  31. Click [Dismiss] and [Yes] to return to form.
  32. Enter "Client B" in the 'Client ID' field.
  33. Select "All Episodes" in the 'Client/Episode/All Episodes' field.
  34. Select "Simple" in the 'Ledger Type' field.
  35. Select "Yes" in the 'Include Zero Charges' field.
  36. Click [Process].
  37. Validate the service is displayed for the missed visit.
  38. Click [Dismiss] and close the form.
  39. Access Crystal Reports or other SQL Reporting Tool.
  40. Create a report using the 'SYSTEM.billing_tx_history' table.
  41. Validate rows are displayed for the "Group A"- one for "Client A" and one for "Client B".
  42. Validate the 'number_of_clients' field contains "0" since both members were marked as missed.
  43. Close the report.
Scenario 2: Progress Notes (Group and Individual) - 'Group Default Notes' - file an existing appointment group note with some members marked as missed
Specific Setup:
  • The 'Post Missed Visit Appointments Within Scheduling Calendar' registry setting is set to "YP".
  • The 'Inpatient Progress Note', 'Outpatient Progress Note', 'Note Type', and 'Reason For Correction (Progress Notes)' fields must be configured in the 'Appointment Scheduling System Defaults' form.
  • A group must exist (Group A) with two clients (Client A & Client B).
  • A group appointment must be scheduled for "Group A".
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select the "Group Default Notes" section.
  3. Enter the current date in the 'Date Of Group' field.
  4. Enter the desired practitioner in the 'Practitioner' field.
  5. Select "Existing Appointment" in the 'Progress Note For' field.
  6. Select the desired value in the 'Note Type' field.
  7. Select the existing appointment for "Group A" in the 'Note Addresses Which Existing Service/Appointment' field.
  8. Enter the desired value in the 'Note' field.
  9. Validate the 'Client Who Attended Group' field contains "Client A" and "Client B".
  10. De-select "Client A" in the 'Client Who Attended Group' field.
  11. Select the desired value in the 'Missed Visit Service Code' field.
  12. Enter the desired value in the 'Missed Visit Notes' field.
  13. Click [File Note].
  14. Validate a "Group Default Notes" message is displayed stating: Missed visits are filed.
  15. Select the "Individual Progress Notes" section.
  16. Validate a "Warning" message is displayed stating: Selecting this tab will cause any unsaved data to be lost. Are you sure you want to continue?
  17. Click [Yes].
  18. Enter "Group A" in the 'Group Name Or Number' field.
  19. Enter the current date in the 'Note Date' field.
  20. Validate the 'Select Note To Edit' field does not contain "Client A".
  21. Select the note for "Client B" in the 'Select Note To Edit' field.
  22. Select "Final" in the 'Draft/Final' field.
  23. Click [File Note].
  24. Validate a message is displayed stating: Note Filed.
  25. Click [OK] and close the form.
  26. Double click on "Client A" in the 'My Clients' widget.
  27. Select the progress note form from the left-hand side.
  28. Validate a progress note is displayed for the missed visit.
  29. Close the chart.
  30. Double click on "Client B" in the 'My Clients' widget.
  31. Select the progress note form from the left-hand side.
  32. Validate the individualized progress note is displayed.
  33. Close the chart.
  34. Access the 'Client Ledger' form.
  35. Enter "Client A" in the 'Client ID' field.
  36. Select "All Episodes" in the 'Client/Episode/All Episodes' field.
  37. Select "Simple" in the 'Ledger Type' field.
  38. Select "Yes" in the 'Include Zero Charges' field.
  39. Click [Process].
  40. Validate the service is displayed for the missed visit.
  41. Click [Dismiss] and [Yes] to return to form.
  42. Enter "Client B" in the 'Client ID' field.
  43. Select "All Episodes" in the 'Client/Episode/All Episodes' field.
  44. Select "Simple" in the 'Ledger Type' field.
  45. Select "Yes" in the 'Include Zero Charges' field.
  46. Click [Process].
  47. Validate the service is displayed for the visit.
  48. Click [Dismiss] and close the form.
  49. Access Crystal Reports or other SQL Reporting Tool.
  50. Create a report using the 'SYSTEM.billing_tx_history' table.
  51. Validate rows are displayed for the "Group A"- one for "Client A" and one for "Client B".
  52. Validate the 'number_of_clients' field contains "1" since one member was marked as missed.
  53. Close the report.
Topics
• NX • Group Progress Notes
Update 72 Summary | Details
The 'SYSTEM.client_curr_demographics' SQL table
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Update Client Data
Scenario 1: Admission - Validate the 'SYSTEM.client_curr_demographics' SQL table
Specific Setup:
  • The 'Client Demographics - Additional Fields' registry setting must include "Multi-Select Race".
Steps
  1. Access the 'Admission' form.
  2. Enter any new values in the 'Last Name' and 'First Name' fields.
  3. Select the desired value in the 'Sex' field.
  4. Click [Search], [New Client] and [Yes].
  5. Enter the desired date in the 'Preadmit/Admission Date' field.
  6. Enter the desired time in the 'Preadmit/Admission Time' field.
  7. Select the desired value in the 'Program' field.
  8. Select the desired value in the 'Type of Admission' field.
  9. Select the desired staff in the 'Admitting Practitioner' field.
  10. Select the "Demographics" section.
  11. Select the desired value(s) in the 'Other Race(s)' field.
  12. Populate any other desired fields.
  13. Click [Submit].
  14. Access Crystal Reports or other SQL Reporting tool.
  15. Select the CWS namespace.
  16. Create a report using the 'SYSTEM.client_curr_demographics' SQL table.
  17. Validate a row is displayed for the client admitted in the previous steps.
  18. Validate the 'other_race_code' field contains the code(s) associated to the value(s) filed in the previous steps.
  19. Validate the 'other_race_value' field contains the value(s) filed in the previous steps.
  20. Close the report.
Scenario 2: Update Client Data - Validate the 'SYSTEM.client_curr_demographics' SQL table
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • The 'Client Demographics - Additional Fields' registry setting must include "Multi-Select Race".
Steps
  1. Select "Client A" and access the 'Update Client Data' form.
  2. Select the desired value(s) in the 'Other Race(s)' field.
  3. Click [Submit].
  4. Access Crystal Reports or other SQL Reporting tool.
  5. Select the CWS namespace.
  6. Create a report using the 'SYSTEM.client_curr_demographics' SQL table.
  7. Navigate to the row for "Client A".
  8. Validate the 'other_race_code' field contains the code(s) associated to the value(s) filed in the previous steps.
  9. Validate the 'other_race_value' field contains the value(s) filed in the previous steps.
  10. Select "Client A" and access the 'Update Client Data' form.
  11. Select any new value(s) in the 'Other Race(s)' field.
  12. Click [Submit].
  13. Access Crystal Reports or other SQL Reporting tool.
  14. Refresh the report using the 'SYSTEM.client_curr_demographics' SQL table.
  15. Navigate to the row for "Client A".
  16. Validate the 'other_race_code' field contains the code(s) associated to the updated value(s) filed in the previous steps.
  17. Validate the 'other_race_value' field contains the updated value(s) filed in the previous steps.
  18. Close the report.
Topics
• Query/Reporting
 

Avatar_CWS_2023_Monthly_Release_2023.02.02_Details.csv