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Avatar CWS 2023 Monthly Release 2023.03.00 Acceptance Tests

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Update 56 Summary | Details
'Patient Health Questionnaire-2' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Patient Health Questionnaire-A
  • Patient Health Questionnaire-2
  • Care Record Mapping
  • Product Final to Draft Override
  • Patient Health Questionnaire-9
Scenario 1: Patient Health Questionnaire-2 - Field Validations
Specific Setup:
  • A client is enrolled in an existing episode with a date of birth on file (Client A).
  • The logged in user has an associated practitioner (Practitioner A).
  • The 'Patient Health Questionnaire-2' form must be accessible from the 'Client Chart'.
Steps
  1. Select "Client A" and access the 'Patient Health Questionnaire-2' form.
  2. Validate the 'Assessment Practitioner' field is displayed.
  3. Validate the 'Reason For Not Administering' field is displayed.
  4. Validate the 'Assessment Status' field is displayed.
  5. Validate the 'Depression Evaluation' field is displayed and contains values of "Negative" and "Continue to PHQ-9".
  6. Validate the 'Assessment Date' field contains the current date.
  7. Validate the 'Assessment Practitioner' contains "Practitioner A".
  8. Note: if the user does not have an associated practitioner, this field will be left blank.
  9. Select any value in the 'Reason For Not Administering' field.
  10. Validate the '1. Little interest or pleasure in doing things' and '2. Feeling down, depressed, or hopeless' fields are now disabled.
  11. Clear the value in the 'Reason For Not Administering' field.
  12. Validate the '1. Little interest or pleasure in doing things' and '2. Feeling down, depressed, or hopeless' fields are now enabled.
  13. Select "Several Days" in the '1. Little interest or pleasure in doing things' field.
  14. Select "Several Days" in the '2. Feeling down, depressed, or hopeless' field.
  15. Validate the 'Total Score' field contains "2" and is disabled.
  16. Validate the 'Depression Evaluation' field contains "Negative" and is disabled.
  17. Select "Final" in the 'Assessment Status' field.
  18. Validate a message is displayed stating: Once set to "Final", the data will be view only.
  19. Click [OK].
  20. Validate all fields are disabled.
  21. Click [Submit].
  22. Double click on "Client A" to access the 'Client Chart'. Note: this is for myAvatar environments only.
  23. Select the 'Patient Health Questionnaire-2' form on the left-hand side.
  24. Validate the data filed in the previous steps is displayed as expected.
  25. Close the chart.
  26. Access Crystal Reports or other SQL Reporting Tool.
  27. Select the CWS namespace.
  28. Create a report using the 'SYSTEM.cw_phq2_assessment' SQL table.
  29. Validate a row is displayed for the assessment filed for "Client A".
  30. Validate all previously filed data displays as expected.
  31. Close the report.
Scenario 2: Care Record Mapping - Validate mapping for the 'Depression Assessment' to the 'Patient Health Questionnaire-2' form
Specific Setup:
  • A client is enrolled in an existing episode with a date of birth on file (Client A).
  • The logged in user has an associated practitioner (Practitioner A).
Steps
  1. Access the 'Care Record Mapping' form.
  2. Select "Depression Assessment" in the 'Type of Assessment' field.
  3. Select "[Avatar CWS] Patient Health Questionnaire-2" in the 'Form To Map' field.
  4. Select "Patient Health Questionnaire-2" in the 'Section' field.
  5. Select "Assessment Date" in the 'Care Record Field Name' field.
  6. Select "Assessment Date" in the 'Assessment Field' field.
  7. Click [Save Mapping].
  8. Validate a message is displayed stating: Mapping Saved.
  9. Click [OK].
  10. Select "Depression Screening Value Negative" in the 'Care Record Field Name' field.
  11. Select "Depression Evaluation" in the 'Assessment Field' field.
  12. Click [Save Mapping].
  13. Validate a message is displayed stating: Mapping Saved.
  14. Click [OK].
  15. Select "Depression Screening Value Positive" in the 'Care Record Field Name' field.
  16. Select "Depression Evaluation" in the 'Assessment Field' field.
  17. Click [Save Mapping].
  18. Validate a message is displayed stating: Mapping Saved.
  19. Click [OK].
  20. Select "Performing Provider" in the 'Care Record Field Name' field.
  21. Select "Assessment Practitioner" in the 'Assessment Field' field.
  22. Click [Save Mapping].
  23. Validate a message is displayed stating: Mapping Saved.
  24. Click [OK].
  25. Select "Reason For Not Screening" in the 'Care Record Field Name' field.
  26. Select "Reason For Not Administering" in the 'Assessment Field' field.
  27. Click [Save Mapping].
  28. Validate a message is displayed stating: Mapping Saved.
  29. Click [OK].
  30. Select "Total Score" in the 'Care Record Field Name' field.
  31. Select "Total Score" in the 'Assessment Field' field.
  32. Click [Save Mapping].
  33. Validate a message is displayed stating: Mapping Saved.
  34. Click [OK] and close the form.
  35. Select "Client A" and access the 'Patient Health Questionnaire-2' form.
  36. Validate the 'Assessment Date' field contains the current date.
  37. Validate the 'Assessment Practitioner' contains "Practitioner A".
  38. Select any value in the 'Reason For Not Administering' field.
  39. Validate the '1. Little interest or pleasure in doing things' and '2. Feeling down, depressed, or hopeless' fields are now disabled.
  40. Click [Submit].
  41. Access the 'CareFabric Monitor' form.
  42. Enter the current date in the 'From Date' and 'Through Date' fields.
  43. Click [View Activity Log].
  44. Validate the 'CareFabric Monitor Report' contains two 'EhrAssessmentResultCreated' records.
  45. One for the 'Depression Assessment' mapping defined in 'Care Record Mapping' and the other is triggered whenever the 'Patient Health Questionnaire-2' form is filed.
  46. Click [Click To View Record] for the record triggered for the 'Depression Assessment' record.
  47. Validate the 'assessmentDate' field contains the current date.
  48. Validate the 'assessmentTypeCode' - 'code' field contains "1".
  49. Validate the 'assessmentTypeCode' - 'displayName' field contains "DepressionAssessment".
  50. Validate the 'providerID' - 'id' field contains "Practitioner A".
  51. Validate the 'reasonForNotScreeningCode' - 'code' field contains the code associated to the value selected in the previous steps.
  52. Validate the 'reasonForNotScreeningCode' - 'displayName' field contains the value selected in the previous steps.
  53. Close the report and the form.
  54. Select "Client A" and access the 'Patient Health Questionnaire-2' form.
  55. Select the record filed in the previous steps and click [Edit].
  56. Clear the value in the 'Reason For Not Administering' field.
  57. Select "Several Days" in the '1. Little interest or pleasure in doing things' field.
  58. Select "Several Days" in the '2. Feeling down, depressed, or hopeless' field.
  59. Validate the 'Total Score' field contains "2" and is disabled.
  60. Validate the 'Depression Evaluation' field contains "Negative" and is disabled.
  61. Select "Final" in the 'Assessment Status' field.
  62. Validate a message is displayed stating: Once set to "Final", the data will be view only.
  63. Click [OK].
  64. Validate all fields are disabled.
  65. Click [Submit].
  66. Access the 'CareFabric Monitor' form.
  67. Enter the current date in the 'From Date' and 'Through Date' fields.
  68. Click [View Activity Log].
  69. Validate the 'CareFabric Monitor Report' contains two 'EhrAssessmentResultUpdated' records.
  70. One for the 'Depression Assessment' mapping defined in 'Care Record Mapping' and the other is triggered whenever the 'Patient Health Questionnaire-2' form is filed.
  71. Click [Click To View Record] for the record triggered for the 'Depression Assessment' record.
  72. Validate the 'assessmentDate' field contains the current date.
  73. Validate the 'assessmentTypeCode' - 'code' field contains "1".
  74. Validate the 'assessmentTypeCode' - 'displayName' field contains "DepressionAssessment".
  75. Validate the 'providerID' - 'id' field contains "Practitioner A".
  76. Validate the 'reasonForNotScreeningCode' field contains "null".
  77. Validate the first 'scorings' - 'categoryIdentifier' field contains "TotalScore".
  78. Validate the first 'scorings' - 'score' field contains "2".
  79. Validate the second 'scorings' - 'categoryIdentifier' field contains "DepressionEvaluation".
  80. Validate the second 'scorings' - 'meaningIdentifier' field contains "N".
  81. Validate the third 'scorings' - 'categoryIdentifier' field contains "DepressionEvaluation".
  82. Validate the third 'scorings' - 'meaningIdentifier' field contains "N".
  83. Close the report and the form.
Scenario 3: Product Final to Draft Override - Validate the 'Patient Health Questionnaire-2' form
Specific Setup:
  • A client is enrolled in an existing episode with a date of birth on file (Client A).
  • The logged in user has an associated practitioner (Practitioner A).
Steps
  1. Select "Client A" and access the 'Patient Health Questionnaire-2' form.
  2. Validate the 'Assessment Date' field contains the current date.
  3. Validate the 'Assessment Practitioner' contains "Practitioner A".
  4. Validate the 'Assessment Status' contains "Draft".
  5. Select "Several Days" in the '1. Little interest or pleasure in doing things' field.
  6. Select "Several Days" in the '2. Feeling down, depressed, or hopeless' field.
  7. Validate the 'Total Score' field contains "2" and is disabled.
  8. Validate the 'Depression Evaluation' field contains "Negative" and is disabled.
  9. Select "Final" in the 'Assessment Status' field.
  10. Validate a message is displayed stating: Once set to "Final", the data will be view only.
  11. Click [OK].
  12. Validate all fields are disabled.
  13. Click [Submit].
  14. Access Crystal Reports or other SQL Reporting Tool.
  15. Select the CWS namespace.
  16. Create a report using the 'SYSTEM.cw_phq2_assessment' SQL table.
  17. Validate a row is displayed for the assessment filed for "Client A".
  18. Validate the 'assessment_status_code' field contains "F".
  19. Validate the 'assessment_status_value' field contains "Final".
  20. Access the 'Product Final to Draft Override' CWS form.
  21. Select "Patient Health Questionnaire-2" in the 'Option' field.
  22. Select "Client A" in the 'Entity Lookup' field.
  23. Select the episode for the assessment filed in the previous steps in the 'Episode Number' field.
  24. Click [Select Row].
  25. Select the finalized assessment and click [OK].
  26. Enter the desired value in the 'Override Reason' field.
  27. Click [Submit] and close the form.
  28. Select "Client A" and access the 'Patient Health Questionnaire-2' form.
  29. Select the record filed in the previous steps and click [Edit].
  30. Validate the 'Assessment Status' field now contains "Draft".
  31. Close the form.
  32. Access Crystal Reports or other SQL Reporting Tool.
  33. Refresh the report using the 'SYSTEM.cw_phq2_assessment' SQL table.
  34. Validate the 'assessment_status_code' field now contains "D".
  35. Validate the 'assessment_status_value' field now contains "Draft".
  36. Close the report.
Scenario 4: Patient Health Questionnaire-2 - File an assessment with document routing enabled
Specific Setup:
  • A client is enrolled in an existing episode with a date of birth on file (Client A).
  • The logged in user has an associated practitioner (Practitioner A).
  • Document routing is enabled on the 'Patient Health Questionnaire-2' form.
Steps
  1. Select "Client A" and access the 'Patient Health Questionnaire-2' form.
  2. Validate the 'Assessment Date' field contains the current date.
  3. Validate the 'Assessment Practitioner' contains "Practitioner A".
  4. Validate the 'Assessment Status' contains "Draft".
  5. Select "Several Days" in the '1. Little interest or pleasure in doing things' field.
  6. Select "Several Days" in the '2. Feeling down, depressed, or hopeless' field.
  7. Validate the 'Total Score' field contains "2" and is disabled.
  8. Validate the 'Depression Evaluation' field contains "Negative" and is disabled.
  9. Select "Final" in the 'Assessment Status' field.
  10. Validate a message is displayed stating: Once set to "Final", the data will be view only.
  11. Click [OK].
  12. Validate all fields are disabled.
  13. Click [Submit].
  14. Validate a 'Confirm Document' document routing dialog is displayed.
  15. Validate the data filed in the previous steps displays as expected.
  16. Click [Accept and Route].
  17. Enter the password associated to the logged in user and click [Verify].
  18. Select "Practitioner A" as the approver and click [Submit].
  19. Navigate to the 'My To Do's' widget.
  20. Validate a To-Do is displayed for "Client A".
  21. Review the To-Do.
  22. Validate the document displays as expected.
  23. Click [Accept].
  24. Enter the password associated to the logged in user and click [Verify].
  25. Validate the To-Do is no longer displayed for "Client A".
Scenario 5: Patient Health Questionnaire-2 - Validate a score of 3 or more launches the 'Patient Health Questionnaire-A' form for clients under age 18
Specific Setup:
  • RADplus 2023 Update 90 must be installed.
  • A client is enrolled in an existing episode with a date of birth below the age of 18 (Client A).
  • The logged in user has an associated practitioner (Practitioner A).
Steps
  1. Select "Client A" and access the 'Patient Health Questionnaire-2' form.
  2. Validate the 'Assessment Date' field contains the current date.
  3. Validate the 'Assessment Practitioner' contains "Practitioner A".
  4. Validate the 'Assessment Status' contains "Draft".
  5. Select "More Than Half The Days" in the '1. Little interest or pleasure in doing things' field.
  6. Select "More Than Half The Days" in the '2. Feeling down, depressed, or hopeless' field.
  7. Validate the 'Total Score' field contains "4" and is disabled.
  8. Validate the 'Depression Evaluation' field contains "Continue to PHQ-9" and is disabled.
  9. Select "Final" in the 'Assessment Status' field.
  10. Validate a message is displayed stating: Once set to "Final", the data will be view only.
  11. Click [OK].
  12. Validate all fields are disabled.
  13. Click [Submit].
  14. Validate the 'Patient Health Questionnaire-A' form is now displayed.
  15. Validate the '1. Little interest or pleasure in doing things' field contains "More Than Half The Days".
  16. Validate the '2. Feeling down, depressed, or hopeless' field contains "More Than Half The Days".
  17. Populate all other required and desired fields.
  18. Select "Final" in the 'Assessment Status' field.
  19. Validate a message is displayed stating: Once set to "Final", the data will be view only.
  20. Click [OK].
  21. Validate all fields are disabled.
  22. Click [Submit].
  23. Select "Client A" and access the 'Patient Health Questionnaire-2' form.
  24. Select the finalized assessment filed in the previous steps and click [Edit].
  25. Validate a message is displayed stating: This record is marked as "Final". Data can be viewed only.
  26. Click [OK].
  27. Validate all previously filed data is displayed.
  28. Close the form.
  29. Select "Client A" and access the 'Patient Health Questionnaire-A' form.
  30. Select the finalized assessment filed in the previous steps and click [Edit].
  31. Validate a message is displayed stating: This record is marked as "Final". Data can be viewed only.
  32. Click [OK].
  33. Validate all previously filed data is displayed.
  34. Close the form.
Scenario 6: Care Record Mapping - Validate mapping for the 'Depression Assessment' to the 'Patient Health Questionnaire-A' form
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • The logged in user has an associated practitioner (Practitioner A).
Steps
  1. Access the 'Care Record Mapping' form.
  2. Select "Depression Assessment" in the 'Type of Assessment' field.
  3. Select "[Avatar CWS] Patient Health Questionnaire-A" in the 'Form To Map' field.
  4. Select "Patient Health Questionnaire-2" in the 'Section' field.
  5. Select "Assessment Date" in the 'Care Record Field Name' field.
  6. Select "Assessment Date" in the 'Assessment Field' field.
  7. Click [Save Mapping].
  8. Validate a message is displayed stating: Mapping Saved.
  9. Click [OK].
  10. Select "Performing Provider" in the 'Care Record Field Name' field.
  11. Select "Assessment Practitioner" in the 'Assessment Field' field.
  12. Click [Save Mapping].
  13. Validate a message is displayed stating: Mapping Saved.
  14. Click [OK].
  15. Select "Reason For Not Screening" in the 'Care Record Field Name' field.
  16. Select "Reason For Not Administering" in the 'Assessment Field' field.
  17. Validate a message is displayed stating: Mapping Saved.
  18. Click [OK].
  19. Repeat as needed for any other desired mappings.
  20. Close the form.
  21. Select "Client A" and access the 'Patient Health Questionnaire-A' form.
  22. Validate the 'Assessment Date' field contains the current date.
  23. Validate the 'Assessment Practitioner' field contains "Practitioner A".
  24. Select any value in the 'Reason For Not Administering' field.
  25. Select the desired value in the 'Assessment Status' field.
  26. Click [Submit].
  27. Access the 'CareFabric Monitor' form.
  28. Enter the current date in the 'From Date' and 'Through Date' fields.
  29. Click [View Activity Log].
  30. Validate the 'CareFabric Monitor Report' contains two 'EhrAssessmentResultCreated' records.
  31. One for the 'Depression Assessment' mapping defined in 'Care Record Mapping' and the other is triggered whenever the 'Patient Health Questionnaire-A' form is filed.
  32. Click [Click To View Record] for the record triggered for the 'Depression Assessment' record.
  33. Validate the 'assessmentDate' field contains the current date.
  34. Validate the 'assessmentTypeCode' - 'code' field contains "1".
  35. Validate the 'assessmentTypeCode' - 'displayName' field contains "DepressionAssessment".
  36. Validate the 'providerID' - 'id' field contains "Practitioner A".
  37. Validate the 'reasonForNotScreeningCode' - 'code' field contains the code associated to the value selected in the previous steps.
  38. Validate the 'reasonForNotScreeningCode' - 'displayName' field contains the value selected in the previous steps.
  39. Close the report and the form.
Scenario 7: Care Record Mapping - Validate mapping for the 'Depression Assessment' to the 'Patient Health Questionnaire-9' form
Specific Setup:
  • A client is enrolled in an existing episode with a date of birth on file (Client A).
  • The logged in user has an associated practitioner (Practitioner A).
Steps
  1. Access the 'Care Record Mapping' form.
  2. Select "Depression Assessment" in the 'Type of Assessment' field.
  3. Select "[Avatar CWS] Patient Health Questionnaire-9" in the 'Form To Map' field.
  4. Select "Patient Health Questionnaire-9" in the 'Section' field.
  5. Select "Assessment Date" in the 'Care Record Field Name' field.
  6. Select "Assessment Date" in the 'Assessment Field' field.
  7. Click [Save Mapping].
  8. Validate a message is displayed stating: Mapping Saved.
  9. Click [OK].
  10. Select "Performing Provider" in the 'Care Record Field Name' field.
  11. Select "Assessment Practitioner" in the 'Assessment Field' field.
  12. Click [Save Mapping].
  13. Validate a message is displayed stating: Mapping Saved.
  14. Click [OK].
  15. Select "Reason For Not Screening" in the 'Care Record Field Name' field.
  16. Select "Reason For Not Administering" in the 'Assessment Field' field.
  17. Validate a message is displayed stating: Mapping Saved.
  18. Click [OK].
  19. Repeat as needed for any other desired mappings.
  20. Close the form.
  21. Select "Client A" and access the 'Patient Health Questionnaire-9' form.
  22. Validate the 'Assessment Date' field contains the current date.
  23. Validate the 'Assessment Practitioner' field contains "Practitioner A".
  24. Select any value in the 'Reason For Not Administering' field.
  25. Select the desired value in the 'Assessment Status' field.
  26. Click [Submit].
  27. Access the 'CareFabric Monitor' form.
  28. Enter the current date in the 'From Date' and 'Through Date' fields.
  29. Click [View Activity Log].
  30. Validate the 'CareFabric Monitor Report' contains two 'EhrAssessmentResultCreated' records.
  31. One for the 'Depression Assessment' mapping defined in 'Care Record Mapping' and the other is triggered whenever the 'Patient Health Questionnaire-9' form is filed.
  32. Click [Click To View Record] for the record triggered for the 'Depression Assessment' record.
  33. Validate the 'assessmentDate' field contains the current date.
  34. Validate the 'assessmentTypeCode' - 'code' field contains "1".
  35. Validate the 'assessmentTypeCode' - 'displayName' field contains "DepressionAssessment".
  36. Validate the 'providerID' - 'id' field contains "Practitioner A".
  37. Validate the 'reasonForNotScreeningCode' - 'code' field contains the code associated to the value selected in the previous steps.
  38. Validate the 'reasonForNotScreeningCode' - 'displayName' field contains the value selected in the previous steps.
  39. Close the report and the form.
Scenario 8: Patient Health Questionnaire-2 - Validate a score of 3 or more launches the 'Patient Health Questionnaire-9' form for clients age 18 and older
Specific Setup:
  • RADplus 2023 Update 90 must be installed.
  • A client is enrolled in an existing episode with a date of birth above the age of 18 (Client A).
  • The logged in user has an associated practitioner (Practitioner A).
Steps
  1. Select "Client A" and access the 'Patient Health Questionnaire-2' form.
  2. Validate the 'Assessment Date' field contains the current date.
  3. Validate the 'Assessment Practitioner' contains "Practitioner A".
  4. Validate the 'Assessment Status' contains "Draft".
  5. Select "More Than Half The Days" in the '1. Little interest or pleasure in doing things' field.
  6. Select "More Than Half The Days" in the '2. Feeling down, depressed, or hopeless' field.
  7. Validate the 'Total Score' field contains "4" and is disabled.
  8. Validate the 'Depression Evaluation' field contains "Continue to PHQ-9" and is disabled.
  9. Select "Final" in the 'Assessment Status' field.
  10. Validate a message is displayed stating: Once set to "Final", the data will be view only.
  11. Click [OK].
  12. Validate all fields are disabled.
  13. Click [Submit].
  14. Validate the 'Patient Health Questionnaire-9' form is now displayed.
  15. Validate the '1. Little interest or pleasure in doing things' field contains "More Than Half The Days".
  16. Validate the '2. Feeling down, depressed, or hopeless' field contains "More Than Half The Days".
  17. Populate all other required and desired fields.
  18. Select "Final" in the 'Assessment Status' field.
  19. Validate a message is displayed stating: Once set to "Final", the data will be view only.
  20. Click [OK].
  21. Validate all fields are disabled.
  22. Click [Submit].
  23. Select "Client A" and access the 'Patient Health Questionnaire-2' form.
  24. Select the finalized assessment filed in the previous steps and click [Edit].
  25. Validate a message is displayed stating: This record is marked as "Final". Data can be viewed only.
  26. Click [OK].
  27. Validate all previously filed data is displayed.
  28. Close the form.
  29. Select "Client A" and access the 'Patient Health Questionnaire-9' form.
  30. Select the finalized assessment filed in the previous steps and click [Edit].
  31. Validate a message is displayed stating: This record is marked as "Final". Data can be viewed only.
  32. Click [OK].
  33. Validate all previously filed data is displayed.
  34. Close the form.
Topics
• Patient Health Questionnaire-2 • Care Record Mapping • Product Final to Draft Override • Document Routing • Patient Health Questionnaire-A • NX • CareFabric Monitor • Patient Health Questionnaire - 9
Update 61 Summary | Details
Progress Notes - Document Routing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HomeView.Progress Notes Widget
  • Scheduling Calendar
  • Clinical Document Viewer
  • Ambulatory Progress Notes
  • Client Charge Input
  • Move Selected Data (PM)
  • Confirm Document.Verify Password
  • Client Sticky Notes
  • User Definition
  • Add Non-User Signature (PM)
  • Dictionary Update (CWS)
  • Registry Settings (CWS)
  • Dynamic Form - Workflow Notification Users
  • Notification Users
  • Review/Co-Sign Notes (Home View)
  • Site Specific Section Modeling Import/Export (CWS)
  • Document Viewer
  • Treatment Plan
  • Site Specific Section Modeling (CWS)
  • Append Progress Notes
Scenario 1: Inpatient Progress Notes - Validate document routing
Specific Setup:
  • Document routing must be enabled for the "Inpatient Progress Notes" form.
  • Tester must select a client for testing who has an inpatient episode.
Steps
  1. Open the "Inpatient Progress Notes" form.
  2. Create and finalize a document.
  3. Sign the document.
  4. Using "Clinical Document Viewer", view and print the document.
  5. Validate the document displays and prints.
  6. Open the "Inpatient Progress Notes" form.
  7. Create and route a progress note to an approver.
  8. Sign on as the approver.
  9. Locate the document in the approver's "My To Do's" widget.
  10. Click on "Approve Document" and approve the document.
  11. Using the "Clinical Document Viewer", view the document that was just approved.
  12. Open the "Inpatient Progress Notes" form.
  13. Create and route a note to multiple approvers.
  14. Sign on as the first approver.
  15. Locate the document in the approver's "My To Do's" widget.
  16. Click on "Approve Document".
  17. Click "Accept".
  18. Enter the approver's password.
  19. Log on as another approver.
  20. Locate the document in the approver's "My To Do's" widget.
  21. Click on "Approve Document".
  22. Click "Accept".
  23. Enter the approver's password.
  24. Open the "Clinical Document Viewer" form.
  25. Select the document that was just routed/finalized.
  26. Validate that the document displays and prints.
  27. Open the "Inpatient Progress Notes" form.
  28. Create a progress note and route to several approvers.
  29. Log on as another approver.
  30. Locate the document in the approver's "My To Do's" widget.
  31. Click on "Approve Document".
  32. Click "Accept".
  33. Enter the approver's password.
  34. Repeat steps 12b-13c for each additional approver.
  35. Open "Clinical Document Viewer".
  36. Validate the document that was just filed display and prints.
Scenario 2: 'Ambulatory Progress Notes' - file a draft
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Scan the Barcode for "Client A" and access the 'Ambulatory Progress Notes' form.
  2. Select any value in the 'Progress Note For' field.
  3. Enter any value containing special characters in the 'Notes Field'.
  4. Populate any desired and required fields.
  5. Select "Draft" in the 'Draft/Final' field.
  6. Click [Submit].
  7. Access the 'Ambulatory Progress Notes' form.
  8. Select the entry just saved and click [Edit].
  9. Click [Notes].
  10. Enter any value containing special characters in the 'Notes' field.
  11. Click [File Note].
  12. Click [Notes (1)].
  13. Validate the note displays as expected.
  14. Click [Cancel].
  15. Close the form.
Scenario 3: Progress Notes (Group and Individual) - Document Routing - "Allow Transcriber" functionality - Approve
Specific Setup:
  • A user has an associated staff member and has "Yes" selected in the 'Transcriber' field in 'User Definition (User A).
  • A user has an associated staff member and is not a transcriber in 'User Definition' (User B).
  • "User A" and "User B" have the 'My To Do's' widget on their HomeView.
  • Document routing is enabled for 'Progress Notes (Group and Individual)' and 'Allow Transcriber' is set to "Yes".
  • A client must be enrolled in an existing episode (Client A).
  • Must be logged in as "User A".
  • Please note: this scenario is for Avatar NX systems.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select "Independent Note" in the 'Progress Note For' field.
  4. Select the desired value in the 'Note Type' field.
  5. Enter the desired value in the 'Notes Field' field.
  6. Select "Final" in the 'Draft/Final' field.
  7. Click [File Note].
  8. Validate a "Select Author" dialog is displayed.
  9. Select the staff member associated to "User B" in the 'Select Author' field.
  10. Click [Submit] and verify successful filing.
  11. Log out.
  12. Log in as "User B".
  13. Navigate to the 'My To Do's' widget.
  14. Validate there is a To Do for "Client A".
  15. Click [Transcription Review].
  16. Validate the progress note has electronic signatures for the Transcriber (User A) & Author (User B).
  17. Click [Progress Notes (Group and Individual)].
  18. Validate an 'Unsaved Changes' dialog stating: "You have unsaved changes would you like to continue?"
  19. Click [OK].
  20. Validate the progress note for "Client A" opens as a Draft.
  21. Select "Final" in the 'Draft/Final' field.
  22. Click [File Note].
  23. Validate a 'Confirm Document' dialog displaying the progress note for "Client A" and click [Accept].
  24. Enter the password associated with the logged in user and click [Verify].
  25. Validate a 'Progress Notes' dialog stating: "Note Filed." and click [OK].
  26. Validate the to do for "Client A" is no longer present in the 'My To Do's' widget.
  27. Close the To Do's.
Scenario 4: Document Routing - Supervisor "Final Approver" required for Documents
Specific Setup:
  • Have a form [TestForm] enabled for "Document Routing"
  • In form "Document Routing Setup" have the following prompts set for [TestForm]:
  • "Approver Required" is set to "Yes"
  • "Require Final Approver" is set to "yes"
  • "Approver List Defaults" set to "Default From Last Filing"
  • Have two users who are staff members. [StaffA] and [StaffB]
  • In form "User Definition" have the following setting set:
  • [StaffA] is set up with prompt "User Can be Final Approver" set to "Yes" and [TestForm] selected in prompt "Select Forms For Final Approval" field
  • [StaffB] is a user who is set up with prompt "Supervisor Approval Required for Documents" set to "Yes" and [TestForm] selected in the "Select Forms Requiring Supervisor" field
  • Log in as [StaffB]
Steps
  1. Open [TestForm]
  2. Select the desired client
  3. Populate all required and desired fields.
  4. Select "Final" from the 'Draft/Final' field.
  5. Click [Submit Note].
  6. At the 'Route Document to' screen
  7. Search for and add [StaffB] in the approver search field
  8. Click the "Approver" check box next to their name
  9. Validate the [Submit] button is not enabled yet
  10. Search for and add [StaffA] in the "Supervisor" search field
  11. Click the "Final Approver" check box next to their name
  12. Validate the [Submit] button is now enabled
  13. Click [Submit]
  14. Validate the form submits successfully
  15. At the home view, navigate to the 'My To Do's' widget.
  16. Locate the 'To Do' for the document submitted in step 1
  17. Open the 'To Do'
  18. Validate document is displayed as expected
  19. Click [Accept] and [Sign].
  20. Validate the 'To Do' is removed from the 'To Do' list
  21. Open [TestForm] again
  22. Select the desired client
  23. Populate all required and desired fields.
  24. Select "Final" from the 'Draft/Final' field.
  25. Click [Submit Note].
  26. At the 'Route Document to' screen
  27. Validate [StaffA] has defaulted in from the last filing in step 1, as expected
  28. Search for and add [StaffB] in the approver search field
  29. Click the "Approver" check box next to their name
  30. Validate the [Submit] button is not enabled yet
  31. Click the "Final Approver" check box next [StaffA]
  32. Validate the [Submit] button is now enabled
  33. Click [Submit]
  34. Validate the form submits successfully
  35. At the home view, navigate to the 'My To Do's' widget.
  36. Locate the 'To Do' for the document submitted in step 2
  37. Open the 'To Do'
  38. Validate document is displayed as expected
  39. Click [Accept] and [Sign].
  40. Validate the 'To Do' is removed from the 'To Do' list
  41. Log out as [StaffB]
  42. Log in as [StaffA]
  43. At the home view, navigate to the 'My To Do's' widget.
  44. Locate the 'To Do' for the document submitted in step 1
  45. Open the 'To Do'
  46. Validate document is displayed as expected
  47. Click [Accept] and [Sign].
  48. Validate the 'To Do' is removed from the To Do list
  49. Return to the 'To Do' list
  50. Locate the 'To Do' for the document submitted in step 2
  51. Open the 'To Do'
  52. Validate document is displayed as expected
  53. Click [Accept] and [Sign].
  54. Validate the 'To Do' is removed from the 'To Do' list
Scenario 5: Ambulatory Progress Notes - Reject document workflow
Specific Setup:
  • Using the "Document Routing Setup" form, enable document routing for the "Ambulatory Progress Notes" form.
  • Using the "User Definition" form, on the "Appointment Scheduling" section, setup the "Ambulatory Progress Notes" form so it appears on the right click menu in "Scheduling Calendar".
  • Enable the registry setting "Avatar CWS->Progress Notes->Ambulatory Progress Notes->->->Post Appointment When the Note Is Submitted".
  • Admit a new client or select an existing one who is enrolled in an outpatient program.
Steps
  1. Open the "Scheduling Calendar" form, create a new appointment for the test client.
  2. Right click on the new appointment and select the "Ambulatory Progress Notes" form.
  3. Generate a progress note, finalize it, and route it to an approver.
  4. Close the "Scheduling Calendar" form.
  5. Log off and login as the user who is the approver.
  6. Navigate to the "MyToDo" widget.
  7. Access the "Ambulatory Progress Notes" form and click the "Review" button.
  8. Click the "Reject" button.
  9. Click the "Sign" button.
  10. Close the "MyToDo" widget.
  11. Log off.
  12. Log back on as the user who was the progress note's author.
  13. Navigate to the "MyToDo" widget.
  14. Correct the note and finalize it.
  15. Click the "Sign" or "Accept" button (depending on configuration).
  16. Open the "Client Ledger" and validate a service was generated when the note was finalized.
  17. Open the "Clinical Document Viewer", validate the document is stored and can be retrieved.
  18. Open the "Scheduling Calendar" form.
  19. Create a new appointment for the test client.
  20. Close the "Scheduling Calendar" form.
  21. Open the "Ambulatory Progress Notes" form.
  22. Generate a progress note, finalize it, and route it to an approver.
  23. Log off and login as the user who is the approver.
  24. Navigate to the "MyToDo" widget.
  25. Access the "Ambulatory Progress Notes" form and click the "Review" button.
  26. Click the "Reject" button.
  27. Click the "Sign" button.
  28. Close the "MyToDo" widget.
  29. Log off.
  30. Log back on as the user who was the progress note's author.
  31. Navigate to the "MyToDo" widget.
  32. Correct the note and finalize it.
  33. Click the "Sign and Route" or "Accept and Route" button (depending on configuration).
  34. Route the document to an approver.
  35. Log off.
  36. Log back on as the user who is the approver.
  37. Navigate to the "MyToDo" widget.
  38. Click the "Review" button.
  39. Click the "Reject" button to reject the document a second time.
  40. Close the "MyToDo" widget.
  41. Log off
  42. Log back on as the note's author.
  43. Navigate to the "MyToDo" widget.
  44. Locate the note that was rejected again.
  45. Finalize the note and route to the approver again.
  46. Log off.
  47. Log in as the note's approver.
  48. Navigate to the "MyToDo" widget.
  49. Locate the document and click "Accept" button.
  50. Click "Sign" button.
  51. Open the "Client Ledger" and validate a service was generated when the note was finalized.
  52. Open the "Clinical Document Viewer", validate the document is stored and can be retrieved.
  53. Open the "Scheduling Calendar" form, create a new appointment for the test client.
  54. Right click on the new appointment and select the "Ambulatory Progress Notes" form.
  55. Generate a progress note, finalize it, and route it to 2 approvers.
  56. Close the "Scheduling Calendar" form.
  57. Log off and login as a user who is an approver.
  58. Navigate to the "MyToDo" widget.
  59. Access the "Ambulatory Progress Notes" form and click the "Review" button.
  60. Click the "Reject" button.
  61. Click the "Sign" button.
  62. Close the "MyToDo" widget.
  63. Log off.
  64. Log back on as the user who is the progress note's author.
  65. Navigate to the "MyToDo" widget.
  66. Correct the note and finalize it.
  67. Click the "Sign" or "Accept" button (depending on configuration) and route to 2 approvers.
  68. Log off and login as a user who is an approver.
  69. Navigate to the "MyToDo" widget.
  70. Access the "Ambulatory Progress Notes" form and click the "Review" button.
  71. Click the "Accept" button.
  72. Click the "Sign" Button.
  73. Log off.
  74. Log in as the remaining approver.
  75. Access the "Ambulatory Progress Notes" form and click the "Review" button.
  76. Click the "Accept" button.
  77. Click the "Sign" Button.
  78. Log off.
  79. Log back on as the note's author.
  80. Open the "Client Ledger" and validate a service was generated when the note was finalized.
  81. Open the "Clinical Document Viewer", validate the document is stored and can be retrieved.
  82. Open the "Scheduling Calendar" form, create a new appointment for the test client.
  83. Right click on the new appointment and select the "Ambulatory Progress Notes" form.
  84. Generate a progress note, finalize it, and sign or accept it.
  85. Close the "Scheduling Calendar" form.
  86. Open the "Client Ledger" and validate a service was generated when the note was finalized.
  87. Open the "Clinical Document Viewer", validate the document is stored and can be retrieved.
Scenario 6: Progress Notes - Validate 'Add Non-User Signature' functionality
Specific Setup:
  • A client is enrolled in an existing outpatient episode (Client A).
Steps
  1. Access the 'Document Routing Setup' form.
  2. Select "Avatar CWS" in the 'Application' field.
  3. Click [Select Form].
  4. Select "Ambulatory Progress Notes" in the 'Select a form to enable Document Routing' field and click [OK].
  5. Select "Yes" in the 'Enable Document Routing' field.
  6. Select "No" in the 'Use Crystal Report Template' field.
  7. Click [File] and close the form.
  8. Select "Client A" and access the 'Ambulatory Progress Notes' form.
  9. Select "Independent Note" in the 'Progress Note For' field.
  10. Select the desired value in the 'Note Type' field.
  11. Enter the desired value in the 'Notes Field' field.
  12. Select "Final" in the 'Draft/Final' field.
  13. Click [Submit].
  14. Validate a 'Confirm Document' dialog is displayed.
  15. Click [Accept].
  16. Enter the password associated to the logged in user and click [Verify].
  17. Access the 'Document Routing Setup' form.
  18. Select "Avatar CWS" in the 'Application' field.
  19. Click [Select Form].
  20. Select "Ambulatory Progress Notes" in the 'Select a form to enable Document Routing' field and click [OK].
  21. Select "Yes" in the 'Use Crystal Report Template' field.
  22. Select the desired crystal report template in the 'Crystal Report' field.
  23. Click [File] and close the form.
  24. Access the 'Add Non-User Signature' form.
  25. Select the form type for 'Ambulatory Progress Notes' in the 'Form Type' field.
  26. Select "Client A" in the 'Entity' field.
  27. Enter the current date in the 'From Date' and 'To Date' fields.
  28. Select the progress note filed in the previous steps in the 'List of Option Documents and Snapshots' field.
  29. Click [Display Document].
  30. Validate the document is displayed as expected.
  31. Click [Close All Documents and Exit].
  32. Enter the desired value in the 'Comments' field.
  33. Click [Sign].
  34. Sign in the 'Please Sign Below' dialog and click [OK].
  35. Validate the signature is displayed.
  36. Click [Submit].
  37. Validate a 'Confirm Document' dialog is displayed.
  38. Validate the document preview displays as expected and the non-user signature is appended to the end of the document.
  39. Click [Accept].
  40. Enter the password associated to the logged in user and click [Verify].
  41. Close the form.
  42. Access the 'Clinical Document Viewer' form.
  43. Select "Client" in the 'Select Type:' field.
  44. Select "Individual" in the 'Select All or Individual Client' field.
  45. Select "Client A" in the 'Select Client' field.
  46. Click [Process].
  47. Validate the document filed is displayed and select it for viewing.
  48. Click [View].
  49. Validate the document displays as expected with the non-user signature appended to the end of the document.
  50. Click [Close All Documents] and close the form.
Scenario 7: Draft Progress Note Submission (New Service) - 'Send Draft To-Do to Submitting User'
Specific Setup:
  • A Client must be admitted to an active episode (Client A).
  • Registry setting 'Send Draft To-Do to Submitting User' must be configured to 'Y'.
  • Logged in user is associated with a Staff member and has the "My To Do's" widget on their home view
Steps
  1. Select "Client A" from the 'My Clients' list and access the 'Progress Notes (Group and Individual)' form.
  2. Select any value from the 'Select Episode' field.
  3. Select "New Service" from the 'Progress Note For' field.
  4. Select any value from the 'Note Type' field.
  5. Set the 'Notes Field' field to any value.
  6. Select the 'Practitioner' field to the Practitioner associated to the logged in user.
  7. Set the 'Date Of Service' field to today's date.
  8. Select any value from the 'Service Program' field.
  9. Set the 'Service Charge Code' field to any value.
  10. Select "Draft" from 'Draft/Final' field.
  11. Click [Submit Note].
  12. Validate that a message is displayed stating "Note Filed".
  13. Click [OK].
  14. Leave the progress note form open validating the fields cleared as expected.
  15. Navigate back to the 'myDay' view and open the 'My To Do's' list.
  16. Click on 'Additional ToDos' and select the To Do created for 'Client A'.
  17. Click [Progress Notes (Group and Individual)].
  18. Validate the draft 'Progress Notes (Group and Individual)' for 'Client A' opens successfully.
  19. Validate that the draft data defaulted successfully.
  20. Complete the remaining required fields.
  21. Select 'Final' from the 'Draft/Final' field
  22. Click [Submit Note].
  23. Click [Sign].
  24. Set the 'Password' field the password of the current logged in user.
  25. Click [Verify].
  26. Validate that a message is displayed stating "Note Filed".
  27. Click [OK].
  28. Validate the To Do is removed from the "My To Do's" list, as expected
Scenario 8: Document Routing (Progress Notes) - (Accept / Route) Documents with 'Approval Comments'
Specific Setup:
  • Have a "Progress Notes" form [TestForm], for example form "Progress Notes (Group and Individual)", that has been enabled for document routing in form "Document Routing Setup" and has prompt "Allow Comments During Approval" to "Yes"
  • [TestForm] includes a "Signature" field
  • Have three users:
  • [StaffA] and [StaffB] are staff members and have the "My To Do's" widget on their home view
  • [StaffC] is a staff member and has the 'Co Signer for Other Practitioners' prompt in the document routing section set to 'Yes'.in form 'User Definition'
  • All three users are set with the "My To Do's" widget on their home view
  • Have a report to display data in the "SYSTEM.DocR.comments" table
  • Log in as [StaffA]
Steps
  1. Open form [TestForm] and select any client
  2. Populate the "Signature" field. Make a note of the signature entered.
  3. Set the "Draft/Final" field to "Final".
  4. Submit the form.
  5. At the "Confirm Document" screen
  6. Validate the "Signature" field is populated as expected
  7. Click [Accept]
  8. Provide the password and click [Verify]
  9. At the "Approval Comments" dialog, populate the text field with a desired comment [TestComments]. Make note of the comment entered
  10. Click [OK]
  11. Open the "Clinical Document Viewer" form.
  12. Select the client and click [Process]
  13. Select and view the document submitted in step 1.
  14. Validate the "Signature" field on the document is populated with signature noted in step 1.
  15. Validate the "Comments" entered and noted in step 1, are displayed as expected
  16. At the bottom of the document, validate that the document includes the "Electronically Signed By:" field, populated with name of [StaffA]
  17. Close the form
  18. Run the report or query on the "SYSTEM.DocR.comments" table
  19. Validate a row is present for the "Approval Comments" entered in step 1 and is displayed as expected
  20. Open [TestForm] and a select any client
  21. Populate the "Signature" field. Make a note of the signature entered.
  22. Set the "Draft/Final" field to "Final".
  23. Submit the form.
  24. At the "Confirm Document" screen
  25. Validate the "Signature" field is populated as expected
  26. Click [Accept and Route]
  27. At the "Route To Document" screen, add [StaffA], [StaffB] and [StaffC] as approvers
  28. Click [Submit]
  29. Log out as [StaffA]
  30. Log in as [StaffB]
  31. Navigate the "My To Do's widget
  32. Click on the "New" tab and validate the To Do sent in step 4, is present
  33. Click [Approve Document]
  34. At the document preview
  35. Validate the "Signature" field on the document is populated with signature noted in step 4
  36. At the bottom of the document, validate that the document includes two "Electronically Signed By:" field signatures:
  37. [StaffA] signed as the "Author" and below it, [StaffB] signed as "Staff"
  38. Click [Accept]
  39. At the "Approval Comments" dialog, populate the text field with a desired comment [TestComments]. Make note of the comment
  40. Click [OK]
  41. Log out as [StaffB]
  42. Log in as [StaffC]
  43. Navigate the "My To Do's widget
  44. Click on the "Sign" tab
  45. In the "Staff" search field, search for [StaffA]. [Note: for Avatar NX, clicking the 'Change' link located in the top left corner of the widget, allows the user to search for another staff member]
  46. Validate the To Do sent to [StaffA] is found, select the To Do to review it
  47. Validate the "Signature" field on the document is populated with signature noted in step 4
  48. At the bottom of the document, validate that the document includes three "Electronically Signed By:" field signatures:
  49. [StaffA] signed as the "Author"
  50. [StaffB] signed as "Staff"
  51. [StaffC] signed as "Staff"
  52. Click [Accept]
  53. At the "Approval Comments" dialog, populate the text field with a desired comment [TestComments]. Make note of the comment entered
  54. Click [OK]
  55. Click [Sign All]
  56. Validate the To Do is removed from the To Do list
  57. Navigate back to the "My To Do's" widget
  58. Click on the "Sign" tab
  59. In the "Staff" search field, search for [StaffC].
  60. Validate the To Do sent to [StaffC] in step 4 is present, select the To Do
  61. Click [Approve Document]
  62. At the document preview
  63. Validate the "Signature" field on the document is populated with signature noted in step 4
  64. At the bottom of the document, validate that the document includes three "Electronically Signed By:" field signatures,
  65. [StaffA] signed as the "Author",
  66. [StaffB] signed as "Staff"
  67. [StaffC] signed as "Staff"
  68. Click [Accept]
  69. At the "Approval Comments" dialog, populate the text field with a desired comment [TestComments]. Make note of the comment entered
  70. Click [OK]
  71. Open the "Clinical Document Viewer" form.
  72. Select the client and click [Process]
  73. Select and view the document that was just created in the previous step
  74. Validate the "Signature" field on the document is populated with signature noted in step 10
  75. Validate the "Comments" entered noted in step 10, are displayed as expected
  76. At the bottom of the document, validate that the document includes three "Electronically Signed By:" field signatures,
  77. [StaffA] signed as the "Author"
  78. [StaffB] signed as "Staff"
  79. Validate the comments entered by [StaffB] are entered in step 7 are displayed as expected
  80. [StaffC] signed as "Staff" (Signing for [StaffA])
  81. Validate the comments entered by [StaffC] in step 9, are displayed as expected
  82. [StaffC] signed as "Staff" (Signing for [StaffC])
  83. Validate the comments entered by [StaffC] in step 10, are displayed as expected
  84. Close the form
  85. Run the report or query on the "SYSTEM.DocR.comments" table
  86. Validate the following rows are present on the report, displayed as expected:
  87. A row displaying the "Approval Comments" entered in step 1 by [StaffA]
  88. A row displaying the "Approval Comments" entered in step 7 by [StaffB]
  89. A row displaying the "Approval Comments" entered in step 9 by [StaffC] when signing for [StaffA]
  90. A row displaying the "Approval Comments" entered in step 10 by [StaffC], signing as [StaffC]
Scenario 9: 'Treatment Plan' submission as "Draft"- 'Send Draft To-Do to Submitting User'
Specific Setup:
  • A client must be enrolled in an existing episode (Client A)
  • Registry setting 'Send Draft To-Do to Submitting User' must be configured to 'Y'
  • Logged in user is associated with a Staff member and has the "My To Do's" widget on their home view
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Plan Date T].
  3. Validate the correct date is displayed in the 'Plan Date' field.
  4. Select the desired value in the 'Plan Type' field.
  5. Set the desired value in 'Plan Name'.
  6. Select "Draft" in the 'Treatment Plan Status' field.
  7. Populate any desired problems in the 'Problems' grid.
  8. Populate any desired participant in the 'Plan Participants' grid.
  9. Populate any desired value in other fields.
  10. Click [Submit].
  11. Navigate back to the 'myDay' view and open the 'My To Do's' list.
  12. Click on 'Additional ToDos' and select the To Do created for 'Client A'.
  13. Click [Treatment Plan].
  14. Validate the draft "Treatment Plan" for 'Client A' opens successfully.
  15. Validate that the draft data defaulted successfully.
  16. Complete the remaining required fields.
  17. Select 'Final' from the 'Draft/Final' field
  18. Click [Submit Note].
  19. Click [Sign].
  20. Set the 'Password' field the password of the current logged in user.
  21. Click [Verify].
  22. Validate that a message is displayed stating "Note Filed".
  23. Click [OK].
  24. Validate the To Do is removed from the "My To Do's" list, as expected
Scenario 10: Ambulatory Progress Notes - Validate document routing
Specific Setup:
  • Document routing must be enabled for the "Ambulatory Progress Notes" form.
Steps
  1. Open the "Ambulatory Progress Notes" form.
  2. Create and finalize a document.
  3. Sign the document.
  4. Using "Clinical Document Viewer", view and print the document.
  5. Validate the document displays and prints.
  6. Open the "Ambulatory Progress Notes" form.
  7. Create and route a progress note to an approver.
  8. Sign on as the approver.
  9. Locate the document in the approver's "My To Do's" widget.
  10. Click on "Approve Document" and approve the document.
  11. Using the "Clinical Document Viewer", view the document that was just approved.
  12. Open the "Ambulatory Progress Notes" form.
  13. Create and route a note to multiple approvers.
  14. Sign on as the first approver.
  15. Locate the document in the approver's "My To Do's" widget.
  16. Click on "Approve Document".
  17. Click "Accept".
  18. Enter the approver's password.
  19. Log on as another approver.
  20. Locate the document in the approver's "My To Do's" widget.
  21. Click on "Approve Document".
  22. Click "Accept".
  23. Enter the approver's password.
  24. Open the "Clinical Document Viewer" form.
  25. Select the document that was just routed/finalized.
  26. Validate that the document displays and prints.
  27. Open the "Ambulatory Progress Notes" form.
  28. Create a progress note and route to several approvers.
  29. Log on as another approver.
  30. Locate the document in the approver's "My To Do's" widget.
  31. Click on "Approve Document".
  32. Click "Accept".
  33. Enter the approver's password.
  34. Repeat steps 7b-8c for each additional approver.
  35. Open "Clinical Document Viewer".
  36. Validate the document that was just filed display and prints.
Scenario 11: Copy of Progress Notes (Group and Individual) - Validate document routing
Specific Setup:
  • A new copy of the progress note form is created using "Create New Progress Note" form.
  • Document routing is enabled for the copy of the "Progress Notes (Group and Individual)" form.
Steps
  1. Open the copy of the "Progress Notes (Group and Individual)" form.
  2. Create and finalize a document.
  3. Sign the document.
  4. Using "Clinical Document Viewer", view and print the document.
  5. Validate the document displays and prints.
  6. Open the copy of the "Progress Notes (Group and Individual)" form.
  7. Create and route a progress note to an approver.
  8. Sign on as the approver.
  9. Locate the document in the approver's "My To Do's" widget.
  10. Click on "Approve Document" and approve the document.
  11. Using the "Clinical Document Viewer", view the document that was just approved.
  12. Open the copy of the "Progress Notes (Group and Individual)" form.
  13. Create and route a note to multiple approvers.
  14. Sign on as the first approver.
  15. Locate the document in the approver's "My To Do's" widget.
  16. Click on "Approve Document".
  17. Click "Accept".
  18. Enter the approver's password.
  19. Log on as another approver.
  20. Locate the document in the approver's "My To Do's" widget.
  21. Click on "Approve Document".
  22. Click "Accept".
  23. Enter the approver's password.
  24. Open the "Clinical Document Viewer" form.
  25. Select the document that was just routed/finalized.
  26. Validate that the document displays and prints.
  27. Open the copy of the "Progress Notes (Group and Individual)" form.
  28. Create a progress note and route to several approvers.
  29. Log on as another approver.
  30. Locate the document in the approver's "My To Do's" widget.
  31. Click on "Approve Document".
  32. Click "Accept".
  33. Enter the approver's password.
  34. Repeat steps 29-33 for each additional approver.
  35. Open "Clinical Document Viewer".
  36. Validate the document that was just filed display and prints.
Scenario 12: Append Progress Notes - Append an existing progress note with document routing enabled
Specific Setup:
  • Client must be enrolled in an active episode (Client A).
  • "Client A" must have a progress note on file in a 'Final' status - Progress Note form must have been filed with document routing enabled. This progress note must have a lengthy value populated in the 'Notes' field.
Steps
  1. Select "Client A" and access the 'Append Progress Notes' form.
  2. Select the note type for the existing note for "Client A" in the 'Note Type field.
  3. Select the date the existing note for "Client A" was filed in the 'List of Notes' field.
  4. Validate the 'Original and Appended Notes' contains the notes filed in the existing note for "Client A".
  5. Validate the text is not overlapping or overflowing the 'Original and Appended Notes' field.
  6. Enter any value in the 'New Comments to Be Appended to the Original Note' field.
  7. Click [Submit].
  8. Validate a "Confirm Document" dialog is displayed.
  9. Click [Sign].
  10. Enter the password for the logged in user in the 'Enter Password' field.
  11. Click [Verify].
Topics
• Progress Notes • Document Routing • NX
Update 62 Summary | Details
'Progress Notes (Group and Individual)' forms - 'Session Start/End Time' fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Document Viewer
  • Registry Settings (CWS)
Scenario 1: Progress Notes (Group and Individual) - Validate 'Session Start Time' and 'Session End Time' fields are disabled for Independent Notes
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".
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Enter "Client A" in the 'Select Client' field.
  3. Select an any episode in the ‘Select Episode’ field.
  4. Select "Independent Note" in the ‘Progress Note For’ field.
  5. Select any value in the ‘Note Type’ field.
  6. Enter any value in the ‘Notes Field’ field.
  7. Validate the 'Session Start Time' field is disabled.
  8. Validate the 'Session End Time' field is disabled.
  9. Validate the 'Select Time Entry' field is disabled.
  10. Validate the [Add/Update Time] button is disabled.
  11. Validate the [Remove Time] button is disabled.
  12. Select "Draft" in the 'Draft/Final' field.
  13. Validate the 'Session Start Time' field is disabled.
  14. Validate the 'Session End Time' field is disabled.
  15. Validate the 'Select Time Entry' field is disabled.
  16. Validate the [Add/Update Time] button is disabled.
  17. Validate the [Remove Time] button is disabled.
  18. Complete any additional required fields.
  19. Select "Final" in the 'Draft/Final' field.
  20. Validate the 'Session Start Time' field is disabled.
  21. Validate the 'Session End Time' field is disabled.
  22. Validate the 'Select Time Entry' field is disabled.
  23. Validate the [Add/Update Time] button is disabled.
  24. Validate the [Remove Time] button is disabled.
  25. Select "Draft" in the 'Draft/Final' field.
  26. Validate the 'Session Start Time' field is disabled.
  27. Validate the 'Session End Time' field is disabled.
  28. Validate the 'Select Time Entry' field is disabled.
  29. Validate the [Add/Update Time] button is disabled.
  30. Validate the [Remove Time] button is disabled.
  31. File the note.
Problem List - 'Specify Other' problems
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Problem List
  • Dictionary Update (CWS)
Scenario 1: Add problems to the 'Problem List'
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Must have an "Active" and "Inactive" dictionary value defined for the 'Status (16214)' dictionary. The 'Active Status' extended dictionary data element defined for these values.
  • Set the 'Avatar CWS->Problem List->->->->Problem Classification Required' registry setting to "Y" to enable the 'Problem Classification' field.
  • A problem classification must be defined for the 'Problem Classification (16250)' dictionary (Classification A).
Steps
  1. Select "Client A" and access the 'Problem List' form.
  2. Click [View/Enter Problems].
  3. Validate the 'Problem List' grid is displayed.
  4. Select "Specify Other" in the 'Problem' field.
  5. Enter the desired value in the 'Other' field.
  6. Select "Classification A" in the 'Problem Classification' field.
  7. Enter the desired date in the 'Date of Onset' field.
  8. Enter the desired time in the 'Time of Onset' field.
  9. Select "Active" in the 'Status' field.
  10. Click [New Row].
  11. Select "Specify Other" in the 'Problem' field.
  12. Enter any new value in the 'Other' field.
  13. Select "Classification A" in the 'Problem Classification' field.
  14. Enter the desired date in the 'Date of Onset' field.
  15. Enter the desired time in the 'Time of Onset' field.
  16. Select "Active" in the 'Status' field.
  17. Click [Save], [Yes], and [Submit].
  18. Select "Client A" and access the 'Problem List' form.
  19. Click [View/Enter Problems].
  20. Validate the problems filed in the previous steps display as expected.
  21. Close the form.
Topics
• Progress Notes • Session End Time • Session Start Time • Problem List
Update 63 Summary | Details
Registry Setting - Status Default Code
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
  • Create New Treatment Plan
  • User Definition
  • Site Specific Section Modeling (CWS)
  • Clinical Document Viewer
  • Treatment Plan Number 1
Scenario 1: Treatment Plan - File a Treatment Plan with Document Routing
Specific Setup:
  • Client is enrolled in an existing episode (Client A).
  • The 'Treatment Plan' form must have document routing enabled.
  • Must have the 'My To Do's' widget configured on a view.
  • 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. Click [Add].
  3. Enter the current date is displayed in the 'Plan Date' field.
  4. Select the desired date in the 'Plan Date' field.
  5. Select the desired value in the 'Plan Type' field
  6. Select "Draft" in the 'Treatment Plan Status' field.
  7. Validate "Draft" is now selected in the 'Current Status' field.
  8. Click [Launch Plan].
  9. Add a problem, goal, objective, and intervention.
  10. Click [Return to Plan] and [OK].
  11. Hover over the problem in the 'Problems' field.
  12. Validate a "not allowed" icon displays indicating the field cannot be edited.
  13. Validate the 'Problem' is displayed in dark grey text.
  14. Select "Final" in the 'Draft/Final' field.
  15. Select "Active" in the 'Current Status' field.
  16. Click [Submit].
  17. Validate a 'Confirm Document' dialog is displayed.
  18. Validate the user is unable to print.
  19. Validate all treatment plan data displays as expected. Please note: the 'Current Status' field will not be included in the document image. This is because the 'Current Status' field can be updated after a 'Treatment Plan' has been finalized.
  20. Click [Accept].
  21. Enter the password and click [Verify].
  22. Select "Client A" and access the 'Treatment Plan' form.
  23. Select the record from the previous steps and click [Edit].
  24. Validate a message is displayed stating: This plan is marked as Final. Only the following field(s) may be updated: 'Current Status'. Do you want to continue?
  25. Click [Yes].
  26. Validate the plan displays as expected and fields are disabled, except for the 'Current Status' field.
  27. Select "Completed" in the 'Current Status' field.
  28. Click [Submit].
  29. Validate a message is displayed stating: The following fields are updated: 'Current Status'.
  30. Click [OK].
  31. Select "Client A" and access the 'Treatment Plan' form.
  32. Select the record from the previous steps and click [Edit].
  33. Validate a message is displayed stating: This plan is marked as Final. Only the following field(s) may be updated: 'Current Status'. Do you want to continue?
  34. Click [Yes].
  35. Validate "Completed" is selected in the 'Current Status' field.
  36. Close the form.
Scenario 2: Treatment Plan - Site Specific Section Modeling Status Default
Specific Setup:
  • Using the "Registry Settings" form, validate the registry setting "Status Default Code" doesn't exist.
  • Admit a test client into any program.
  • Create a copy of the Treatment Plan form using "Create New Treatment Plan".
  • Open the "Document Routing Setup" form.
  • Enable document routing for the treatment plan copy.
  • Open the "Site Specific Section Modeling" form,
  • Validate the "Status" field for each section of the treatment plan and treatment plan copy have "Yes" in response to "Default to Specific Value on Addition of a New Table Row" and a default status value in the "Default (Dictionary Single Response)" dropdown.
  • Using the "User Definition" or "User Role Definition" form
  • Give the user access to the newly created treatment plan form.
  • Refresh menus.
Steps
  1. Open the "Treatment Plan" form.
  2. Create a new treatment plan.
  3. Set the "Treatment Plan Status" to "Draft".
  4. Click "Launch Plan" button.
  5. Add a new problem and validate the "Status" field matches the "Status" field from the "Site Specific Section Modeling" problem section.
  6. Add a new goal and validate the "Status" field matches the "Status" field from the "Site Specific Section Modeling" goal section.
  7. Add a new objective and validate the "Status" field matches the "Status" field from the "Site Specific Section Modeling" objective section.
  8. Add a new intervention and validate the "Status" field matches the "Status" field from the "Site Specific Section Modeling" intervention section.
  9. Submit the treatment plan.
  10. Open the "Treatment Plan" form.
  11. Edit the treatment plan that was just drafted.
  12. Set "Draft/Final" to "Final".
  13. Click "Submit".
  14. Click "Sign" or "Accept".
  15. Open the "Clinical Document Viewer" form.
  16. Validate the document is on file and that is displays as it was recorded.
  17. Open the Treatment Plan copy created in previous steps.
  18. Create a new treatment plan.
  19. Set the "Treatment Plan Status" to "Draft".
  20. Click "Launch Plan" button.
  21. Add a new problem and validate the "Status" field matches the "Status" field from the "Site Specific Section Modeling" problem section.
  22. Add a new goal and validate the "Status" field matches the "Status" field from the "Site Specific Section Modeling" goal section.
  23. Add a new objective and validate the "Status" field matches the "Status" field from the "Site Specific Section Modeling" objective section.
  24. Add a new intervention and validate the "Status" field matches the "Status" field from the "Site Specific Section Modeling" intervention section.
  25. Set "Draft/Final" to "Final".
  26. Click "Submit".
  27. Click "Sign and Route" or "Accept and Route".
  28. Select an approver to route the document to.
  29. Sign on as the approver and navigate to the "ToDo" widget.
  30. Validate the "To do" exists.
  31. Accept the document.
  32. Open "Clinical Document Viewer" form.
  33. Validate the document is on file and that is displays as it was recorded.
Topics
• Treatment Plan
Update 64 Summary | Details
Observer Version 1.8: UI Enhancement, Transfer Caseload Fix, & Observation Entry Fix
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Manage Observer Caseload
  • Observer.Observation
  • Client Observation
  • User Definition
Scenario 1: 'Manage Observer Caseload' form - Registry Setting "Allow Outpatient Episodes" set to "No"
Specific Setup:
  • Have registry setting "CWS->Observations->Allow Outpatient Episodes" set to "N"
  • A client must be enrolled in an active "Inpatient" episode (Client A).
  • A client must be enrolled in an active "Outpatient" episode (Client B).
  • A client must be enrolled in both an active "Inpatient" and "Outpatient" episode (Client C).
Steps
  1. Open the 'Manage Observer Caseload' form.
  2. Set the 'Select User' field to the logged in user.
  3. Select "Add" from the 'Add or Remove Client From Caseload' field.
  4. Set the 'Client' field to "Client A".
  5. Click [Update Caseload].
  6. Validate the 'Current Caseload' field contains "Client A".
  7. Repeat steps 2 to 5 for "Client C".
  8. Validate an error is received "Client Doesn't have any active Inpatient Episodes".
  9. Click [OK].
  10. Repeat steps 2 to 5 for "Client B".
  11. Validate an error is received "Client Doesn't have any active Inpatient Episodes".
  12. Click [OK].
Scenario 2: 'Manage Observer Caseload' form - Registry Setting "Allow Outpatient Episodes" set to "Yes"
Specific Setup:
  • Have registry setting "CWS->Observations->Allow Outpatient Episodes" set to "Y"
  • A client must be enrolled in an active "Inpatient" episode (Client A)
  • A client must be enrolled in an active "Outpatient" episode (Client B)
  • A client must be enrolled in both an active "Inpatient" and "Outpatient" episode (Client C)
Steps
  1. Open the 'Manage Observer Caseload' form.
  2. Set the 'Select User' field to the logged in user.
  3. Select "Add" from the 'Add or Remove Client From Caseload' field.
  4. Set the 'Client' field to "Client A".
  5. Click [Update Caseload].
  6. Validate the 'Current Caseload' field contains "Client A".
  7. Repeat steps 2 through 5 for "Client B"
  8. Validate the 'Current Caseload' field contains "Client B".
  9. Repeat steps 2 through 5 for "Client C"
  10. Validate the 'Current Caseload' field contains "Client C".
  11. Click [OK].
  12. Select "Remove" from the 'Add or Remove Client From Caseload' field.
  13. Select "Client A" from the 'Select Clients' field.
  14. Click [Update Caseload].
  15. Validate the 'Current Caseload' field does not contain "Client A".
  16. Select "Client B" from the 'Select Clients' field.
  17. Click [Update Caseload].
  18. Validate the 'Current Caseload' field does not contain "Client B".
  19. Select "Client C" from the 'Select Clients' field.
  20. Click [Update Caseload].
  21. Validate the 'Current Caseload' field does not contain "Client C"
  22. Click [Close Form].
Scenario 3: Validate Transfer of caseload from one user to another
Specific Setup:
  • Requires Avatar CWS 2023 Update 64 and Observer app version 1.8.
  • Two different users need to be signed in together on same network.
  • User caseload must exist for User 1.
Steps
  1. User 1 logins to Observer app on iPad.
  2. User 2 logins to Observer app on iPad.
  3. The user who wants its caseload to be transferred (User 1) will click on Transfer icon.
  4. It will display User 2's information.
  5. Select the patients you want to transfer.
  6. Click [Done].
  7. Validate the selected patients do not display on User1 anymore.
  8. On User 2, refresh the screen.
  9. Validate the selected patients display for User 2.
  10. Do vice versa and ensure it behaves in the same way.
Scenario 4: Validate Observations added on Observer app
Steps
  1. Enter an observation from Observer app.
  2. Go to Avatar.
  3. Go to 'Client Observation' form.
  4. Validate that the Observation entered in the app displays.
  5. Change the password using 'User Definition'.
  6. Enter another observation on the observer app.
  7. Go to Avatar.
  8. Go to 'Client Observation' form.
  9. Validate that the Observation entered in the app displays.
Topics
• Forms • NX • Manage Observer Caseload • Client Observation
Update 66 Summary | Details
The 'Set Current Status to Completed On Plan End Date' registry setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
  • Site Specific Section Modeling (CWS)
Scenario 1: Validate the 'Set Current Status to Completed On Plan End Date' registry setting when product custom logic is configured
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • The 'Treatment Plan' form is configured with the following fields included in 'Site Specific Section Modeling':
  • A 'SS Treatment Plan Client Date' field with "Use as 'Treatment Plan End Date' selected in the 'Product Custom Logic Definition' field (PCL Plan End Date).
  • A 'SS Treatment Plan Client Date' field with "Use as 'Treatment Plan Finalized Date' selected in the 'Product Custom Logic Definition' field (PCL Finalized Date).
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Set Current Status To Completed On Plan End Date" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Select the "Set Current Status To Completed On Plan End Date" registry setting for the 'Treatment Plan' form and click [OK].
  5. Note: the registry setting will be added for all 'Treatment Plan' copies as well.
  6. Validate the 'Registry Setting' field contains "Avatar CWS->Treatment Plan->Treatment Plan->Treatment Plan->->Set Current Status To Completed On Plan End Date".
  7. Validate the 'Registry Setting Details' field contains: When set to 'Y', the treatment plan will automatically change the 'Current Status' to "Completed" once the 'Plan End Date' has passed. If the product custom logic definition 'Use as Treatment Plan End Date' in the 'Site Specific Section Modeling' form is used and the site specific date field's value is entered as a later date than the 'Plan End Date', then the process will evaluate the site specific date instead of the 'Plan End Date' field. Note: The 'Current Status' must be set to "Active" prior in order to support this functionality. When set to 'N', the 'Current Status' field will not automatically change when the 'Plan End Date' has passed.
  8. Enter "Y" in the 'Registry Setting Value' field.
  9. Click [Submit] and close the form.
  10. Select "Client A" and access the 'Treatment Plan' form.
  11. Enter the desired date in the 'Plan Date' field.
  12. Select the desired value in the 'Plan Type' field.
  13. Enter the desired date in the 'Plan End Date' field.
  14. Select "Draft" in the 'Treatment Plan Status' field.
  15. Validate "Draft" is now selected in the 'Current Status' field.
  16. Validate the 'PCL Plan End Date' field is displayed. Leave it blank. This field will be automatically calculated based on the following: PCL Plan End Date = Plan End Date + (PCL Finalized Date - Plan Date).
  17. Validate the 'PCL Plan Finalized Date' field is displayed. Leave it blank. After finalizing, this field will automatically populate based on the finalized date.
  18. Populate any other required and desired fields.
  19. Select "Final" in the 'Treatment Plan Status' field.
  20. Select "Active" in the 'Current Status' field.
  21. Click [Submit].
  22. Select "Client A" and access the 'Treatment Plan' form.
  23. Select the record filed in the previous steps and click [Edit].
  24. Validate a message is displayed stating: This plan is marked as Final. Only the following field(s) may be updated: 'Current Status'. Do you want to continue?
  25. Click [Yes].
  26. Validate the 'PCL Plan End Date' field contains the calculated date.
  27. Validate the 'PCL Finalized Date' field contains the finalized date.
  28. Close the form.
  29. Wait until the day after the date in the 'PCL Plan End Date' field. There is a background task that runs at 1am each morning to determine if any plans have passed the defined 'Plan End Date'. If they have, the 'Current Status' will be updated automatically to "Completed".
  30. Select "Client A" and access the 'Treatment Plan' form.
  31. Select the 'Treatment Plan' filed the day prior and click [Edit].
  32. Validate a message is displayed stating: This plan is marked as Final. Only the following field(s) may be updated: 'Current Status'. Do you want to continue?
  33. Click [Yes].
  34. Validate "Completed" is now selected in the 'Current Status' field.
  35. Close the form.
Topics
• Registry Settings • Treatment Plan • Site Specific Section Modeling
Update 67 Summary | Details
CarePOV.Clinician - synchronization time
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Service Codes
  • Mobile Application Build
Scenario 1: Clinician<>Avatar: Validate synchronization of "Service Code" data
Specific Setup:
  • Have "CarePOV.Clinician 2023.1.2.0", "Avatar Mobile 2023 Update 3" and "Avatar CWS 2023 Update 67" installed
  • Have a system with many services codes set up (for example, over a hundred) in form "Service Codes", some that are 'active' and some that are 'inactive'.
  • Set registry setting "Allow Selection Of Inactive Service Codes With Defined Fees For Date Of Service" to "Yes"
  • Have access to the "Service Codes" form and the "Mobile Application Build" form
  • Have access the "Registry Settings" form
Steps
  1. In Avatar,
  2. Open form "Service Codes"
  3. Select "Add"
  4. Populate the required fields
  5. Submit the form
  6. Open the "Mobile Application Build" form
  7. Select any desired forms
  8. Submit the form
  9. Validate the form files successfully
  10. Launch the "Clinician" application
  11. Configure the settings to connect to the testing database
  12. Log in with proper credentials
  13. At the home screen, click the arrow in the bottom left corner
  14. Click "Synchronize" with Avatar
  15. Validate synchronization is successful
  16. Enter any "Progress Note" and file a "New Service" progress note
  17. Submit the form
  18. At the home screen, click the arrow in the bottom left corner
  19. Click "Synchronize" with Avatar
  20. Validate synchronization is successful
  21. In Avatar,
  22. Open form "Service Codes"
  23. Click to the "Service Code Report" section
  24. Select "All"
  25. Click [Display Service Codes]
  26. Validate all codes are display as expected, including the new code entered in step 1
  27. Open form "Registry Settings"
  28. Search for setting "Allow Selection Of Inactive Service Codes With Defined Fees For Date Of Service"
  29. Set the registry setting to "No"
  30. Submit the form
  31. Repeat steps 1 thru 5
  32. Validate results are as expected
Topics
• Mobile Application Build
 

Avatar_CWS_2023_Monthly_Release_2023.03.00_Details.csv