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Avatar CWS 2023 Monthly Release 2023.03.01 Acceptance Tests

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Update 46 Summary | Details
Medications Dispensed Widget - Console Widget Viewer
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Medications Dispensed
  • Client Chart
  • Console Widget Configuration (CWS)
  • View Definition
  • Site Registration - Assign ID
Scenario 1: 'Medications Dispensed' Widget validation of order name display.
Specific Setup:
  • 'Medications Dispensed' widget is added to a logged in user's home view.
  • 'Medications Dispensed' form is added to Chart view.
  • Registry Setting 'Avatar CWS->Other Chart Entry->Medications Dispensed->>>Select Medication from Avatar OE Order Codes' is set to 'Y''. This setting will use the Avatar OE Order Codes table. This will update the 'Medications Dispensed' option to include the 'Medication Order Code' lookup field and will remove the 'Medication Name' dictionary search field. Avatar OE must be installed in order to select 'Y'. Note that once this registry setting is set to 'Y' and OE Medications are selected, the setting can no longer be reset to 'N'.
Steps
  1. Select any client "Client A" and access the 'Medications Dispensed' form.
  2. Populate the required fields selecting any medication from the 'Medication Order Code' field.
  3. File the form.
  4. Validate the correct medication and order code are displayed.
  5. Access "Client A's" chart view.
  6. Click the 'Medications Dispensed' link.
  7. Validate the correct medication and order code are displayed.
Scenario 2: Console Widget Configuration - Medications Dispensed
Specific Setup:
  • Using the "Console Widget Configuration" form:
  • Select the "Medications Dispensed [CWS10400]".
  • Add or Edit an existing configuration to include the following field in the widget.
  • Dispensed Date
  • Dispensed Time
  • Medication Order Code
  • Dosage
  • Route
  • Site
  • Dispensed By
  • Manufacturer
  • Dispense Type
  • Add the "Medications Dispensed" and the "Console Widget Viewer" to the user's home view, using "View Definition".
Steps
  1. Open the "Medications Dispensed" form.
  2. Add a new medication to be dispensed and fill in all fields.
  3. Add another new medication but don't fill in all fields.
  4. Navigate to the "Medications Dispensed" widget.
  5. Validate the medications entered previously appear in the widget.
  6. View each medication to validate the data.
Topics
• Registry Settings • NX • Medications Dispensed • Medications Dispensed widget • Console Widget Configuration
Update 65 Summary | Details
Task List - eMAR
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • eMAR
Scenario 1: eMAR NX - Navigate to eMAR to Complete - 'Default Value for Console View Episodes' set to "1".
Steps

This prepares the system for future eMARNX / Task List functionality.
Topics
• NX • Task List
Update 70 Summary | Details
The 'LOCUS Data Entry and Calculation' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • LOCUS Data Entry and Calculation
Scenario 1: LOCUS Data Entry and Calculation - Add/Edit/Delete Assessment
Specific Setup:
  • The 'Enable LOCUS/CALOCUS' registry setting must be enabled. Please note: this must be done by a Netsmart Representative.
  • A client is enrolled in an existing episode (Client A).
  • The logged in user has an associated practitioner (Practitioner A).
Steps
  1. Select "Client A" and access the 'LOCUS Data Entry and Calculation' form.
  2. Validate the LOCUS Rating Date' field contains the current date.
  3. Validate the 'LOCUS Rating Time' field contains the current time.
  4. Validate the 'Rater' field contains "Practitioner A".
  5. Select the desired value(s) in the '2. Low Risk of Harm' field.
  6. Validate the 'I. Risk of Harm' field contains "2".
  7. Select the desired value(s) in the '2. Mild Impairment' field.
  8. Validate the 'II. Functional Status' field contains "2".
  9. Select the desired value(s) in the '2. Minor Co-Morbidity' field.
  10. Validate the 'III. Co-Morbidity' field contains "2".
  11. Select the desired value(s) in the '2. Mildly Stressful Environment' field.
  12. Validate the 'IV-A. Recovery Environment - Level of Stress' field contains "2".
  13. Select the desired value(s) in the '2. Supportive Environment' field.
  14. Validate the 'IV-B. Recovery Environment - Level of Support' field contains "2".
  15. Select the desired value(s) in the '2. Significant Response' field.
  16. Validate the 'V. Treatment and Recovery History' field contains "2".
  17. Select the desired value(s) in the first '2. Positive Engagement and Recovery' field.
  18. Validate the 'VI. Engagement and Recovery Status' field.
  19. Validate the 'Composite Score' field contains "14".
  20. Click [Submit] and [Yes] to run the assessment report.
  21. Validate a 'LOCUS Assessment Results' report is displayed with the filed data.
  22. Close the report.
  23. Access Crystal Report or other SQL Reporting Tool.
  24. Select the CWS namespace.
  25. Create a report using the 'SYSTEM.cw_locus_assessment' SQL table.
  26. Validate a row is displayed for the assessment filed for "Client A".
  27. Validate data displays as expected.
  28. Select "Client A" and access the 'LOCUS Data Entry and Calculation' form.
  29. Validate a Pre-Display is displayed with the assessment filed in the previous steps.
  30. Click [Edit].
  31. Validate all previously filed data is displayed.
  32. Click [Calculate Level of Care Recommendation].
  33. Validate the 'LOCUS Recommended Disposition' field contains "Level 2 - Low Intensity Community Based Services".
  34. Validate the 'Actual Disposition' field contains "Level 2 - Low Intensity Community Based Services".
  35. Select "Level 4 - Medically Monitored Community Based Services" in the 'Actual Disposition' field.
  36. Validate the 'Reason for Variance' is now enabled and required.
  37. Enter the desired value in the 'Reason for Variance' field.
  38. Click [Submit] and [Yes] to run the assessment report.
  39. Validate a 'LOCUS Assessment Results' report is displayed with the updated data.
  40. Close the report.
  41. Access Crystal Reports or other SQL Reporting Tool.
  42. Refresh the report using the 'SYSTEM.cw_locus_assessment' SQL table.
  43. Validate a row is displayed for the assessment filed for "Client A".
  44. Validate the updated data displays as expected.
  45. Select "Client A" and access the 'LOCUS Data Entry and Calculation' form.
  46. Validate a Pre-Display is displayed with the assessment filed in the previous steps.
  47. Click [Delete].
  48. Validate a message is displayed stating: Are you sure you want to delete this item?
  49. Click [Yes].
  50. Select "Client A" and access the 'LOCUS Data Entry and Calculation' form.
  51. Validate the assessment that was deleted in the previous steps is no longer displayed.
  52. Close the form.
  53. Access Crystal Reports or other SQL Reporting Tool.
  54. Refresh the report using the 'SYSTEM.cw_locus_assessment' SQL table.
  55. Validate the row for "Client A" is no longer displayed since the assessment was deleted.
  56. Close the report.
Scenario 2: LOCUS Data Entry and Calculation - Validate "Final" assessment
Specific Setup:
  • The 'Enable LOCUS/CALOCUS' registry setting must be enabled. Please note: this must be done by a Netsmart Representative.
  • A client is enrolled in an existing episode (Client A).
  • The logged in user has an associated practitioner (Practitioner A).
Steps
  1. Select "Client A" and access the 'LOCUS Data Entry and Calculation' form.
  2. Validate the 'LOCUS Rating Date' field contains the current date.
  3. Validate the 'LOCUS Rating Time' field contains the current time.
  4. Validate the 'Rater' field contains "Practitioner A".
  5. Select the desired value(s) in the '1. Minimal Risk of Harm' field.
  6. Validate the 'I. Risk of Harm' field contains "1".
  7. Select the desired value(s) in the '1. Minimal Impairment' field.
  8. Validate the 'II. Functional Status' field contains "1".
  9. Select the desired value(s) in the '1. No Co-Morbidity' field.
  10. Validate the 'III. Co-Morbidity' field contains "1".
  11. Select the desired value(s) in the '1. Low Stress Environment' field.
  12. Validate the 'IV-A. Recovery Environment - Level of Stress' field contains "1".
  13. Select the desired value(s) in the '1. Highly Supportive Environment' field.
  14. Validate the 'IV-B. Recovery Environment - Level of Support' field contains "1".
  15. Select the desired value(s) in the '1. Fully Responsive' field.
  16. Validate the 'V. Treatment and Recovery History' field contains "1".
  17. Select the desired value(s) in the '1. Optimal Engagement and Recovery' field.
  18. Validate the 'VI. Engagement and Recovery Status' field contains "1".
  19. Validate the 'Composite Score' field contains "7".
  20. Click [Calculate Level of Care Recommendation].
  21. Validate the 'LOCUS Recommended Disposition' field contains "Basic Services - Prevention and Health Maintenance".
  22. Validate the 'Actual Disposition' field contains "Basic Services - Prevention and Health Maintenance".
  23. Select "Save as Final" in the 'Status' field.
  24. Click [Submit] and [No].
  25. Select "Client A" and access the 'LOCUS Data Entry and Calculation' form.
  26. Validate a Pre-Display is displayed with the assessment filed in the previous steps.
  27. Click [Edit].
  28. Validate a message is displayed stating: The current selection is filed as 'Save as Final'. Data can be viewed only.
  29. Click [OK].
  30. Validate the 'LOCUS Data Entry and Calculation' form is displayed.
  31. Validate all previously filed data is displayed and all fields are disabled.
  32. Navigate to the "LOCUS REPORT" section.
  33. Validate the 'LOCUS Rating Date' field contains the current date.
  34. Validate the 'LOCUS Rating Time' field contains the time the assessment was created.
  35. Validate the 'Composite Score' field contains "7".
  36. Validate the 'LOCUS Recommended Disposition' field contains "Basic Services - Prevention and Health Maintenance".
  37. Validate the 'Actual Disposition' field contains "Basic Services - Prevention and Health Maintenance".
  38. Validate the 'Reason for Variance' field does not contain any value.
  39. Validate the 'Rater' field contains "Practitioner A".
  40. Validate "Save as Final" is selected in the 'Status' field.
  41. Click [Print Assessment].
  42. Validate a 'LOCUS Assessment Results' report is displayed.
  43. Validate all previously filed data is displayed.
  44. Close the report and the form.
Scenario 3: LOCUS Data Entry and Calculation - Field Validations
Specific Setup:
  • The 'Enable LOCUS/CALOCUS' registry setting must be enabled. Please note: this must be done by a Netsmart Representative.
  • A client is enrolled in an existing episode (Client A).
  • The logged in user has an associated practitioner (Practitioner A).
Steps
  1. Select "Client A" and access the 'LOCUS Data Entry and Calculation' form.
  2. Validate the 'LOCUS Rating Date' field is displayed and contains the current date.
  3. Validate the 'LOCUS Rating Time' field is displayed and contains the current time.
  4. Validate the 'Rater' field is displayed and contains "Practitioner A".
  5. Validate the 'I. Risk of Harm' dimension is displayed with the following scoring questions:
  6. Minimal Risk of Harm
  7. Low Risk of Harm
  8. Moderate Risk of Harm
  9. Serious Risk of Harm
  10. Extreme Risk of Harm
  11. Click on the help message for the 'I. Risk of Harm' dimension.
  12. Validate the dimension details are displayed.
  13. Click [OK].
  14. Select the desired value(s) in the '3. Moderate Risk of Harm' field.
  15. Validate the 'I. Risk of Harm' field contains "3".
  16. Validate the 'II. Functional Status' dimension is displayed with the following scoring questions:
  17. Minimal Impairment
  18. Mild Impairment
  19. Moderate Impairment
  20. Serious Impairment
  21. Severe Impairment
  22. Click on the help message for 'II. Functional Status' dimension.
  23. Validate the dimension details are displayed.
  24. Click [OK].
  25. Select the desired value(s) in the '3. Moderate Impairment' field.
  26. Validate the 'II. Functional Status' field contains "3".
  27. Validate the 'III. Co-Morbidity' dimension is displayed with the following scoring questions:
  28. No Co-Morbidity
  29. Minor Co-Morbidity
  30. Significant Co-Morbidity
  31. Major Co-Morbidity
  32. Severe Co-Morbidity
  33. Click on the help message for 'III. Co-Morbidity' dimension.
  34. Validate the dimension details are displayed.
  35. Click [OK].
  36. Select the desired value(s) in the '3. Significant Co-Morbidity' field.
  37. Validate the 'III. Co-Morbidity' field contains "3".
  38. Validate the 'IV-A. Recovery Environment - Level of Stress' dimension is displayed with the following scoring questions:
  39. Low Stress Environment
  40. Mildly Stressful Environment
  41. Moderately Stressful Environment
  42. Highly Stressful Environment
  43. Extremely Stressful Environment
  44. Click on the help message for 'IV-A. Recovery Environment - Level of Stress' dimension.
  45. Validate the dimension details are displayed.
  46. Click [OK].
  47. Select the desired value(s) in the '3. Moderately Stressful Environment' field.
  48. Validate the 'IV-A. Recovery Environment - Level of Stress' field contains "3".
  49. Validate the 'IV-B. Recovery Environment - Level of Support' dimension is displayed with the following scoring questions:
  50. Highly Supportive Environment
  51. Supportive Environment
  52. Limited Support in Environment
  53. Minimal Support in Environment
  54. No Support in Environment
  55. Click on the help message for 'IV-B. Recovery Environment - Level of Support' dimension.
  56. Validate the dimension details are displayed.
  57. Click [OK].
  58. Select the desired value(s) in the '3. Limited Support in Environment' field.
  59. Validate the 'IV-B. Recovery Environment - Level of Support' field contains "3".
  60. Validate the 'V. Treatment and Recovery History' dimension is displayed with the following scoring questions:
  61. Fully Responsive
  62. Significant Response
  63. Moderate or Equivocal Response
  64. Poor Response
  65. Negligible Response
  66. Click on the help message for 'V. Treatment and Recovery History' dimension.
  67. Validate the dimension details are displayed.
  68. Click [OK].
  69. Select the desired value(s) in the '3. Moderate or Equivocal Response' field.
  70. Validate the 'V. Treatment and Recovery History' field contains "3".
  71. Validate the 'VI. Engagement and Recovery Status' dimension is displayed with the following scoring questions:
  72. Optimal Engagement and Recovery
  73. Positive Engagement and Recovery
  74. Limited Engagement and Recovery
  75. Minimal Engagement and Recovery
  76. Unengaged and Stuck
  77. Click on the help message for 'VI. Engagement and Recovery Status' dimension.
  78. Validate the dimension details are displayed.
  79. Click [OK].
  80. Select the desired value(s) in the '3. Limited Engagement and Recovery' field.
  81. Validate the 'VI. Engagement and Recovery Status' field contains "3".
  82. Validate the 'Composite Score' field is displayed and disabled.
  83. Validate the 'Calculate Level of Care Recommendation' button is displayed. Note: this button will only become enabled once a score is present for each dimension.
  84. Validate the 'LOCUS Recommended Disposition' field is displayed and disabled.
  85. Click on the help message for the 'LOCUS Recommended Disposition' field.
  86. Validate the 'LOCUS Recommended Disposition' details are displayed.
  87. Click [OK].
  88. Validate the 'Actual Disposition' field is displayed and disabled.
  89. Validate the 'Reason For Variance' field is displayed and disabled.
  90. Validate the 'Status' field is displayed and disabled.
  91. Validate the 'Composite Score' field contains "21".
  92. Click [Calculate Level of Care Recommendation].
  93. Validate the 'LOCUS Recommended Disposition' field contains "Level 4 - Medically Monitored Non-Residential Services".
  94. Validate the 'LOCUS Recommended Disposition' field remains disabled.
  95. Validate the 'Actual Disposition' field contains "Level 4 - Medically Monitored Non-Residential Services".
  96. Validate the 'Actual Disposition' field is now enabled and required.
  97. Select "Level 5 - Medically Monitored Residential Services" in the 'Actual Disposition' field.
  98. Validate the 'Reason for Variance' field is now enabled and required.
  99. Enter the desired value in the 'Reason for Variance' field.
  100. Click [Submit].
  101. Validate a message is displayed stating: The assessment has been filed. Do you want to run the assessment report?
  102. Click [Yes].
  103. Validate a 'LOCUS Assessment Results' report is displayed with the filed data.
  104. Close the report.
  105. Select "Client A" and access the 'LOCUS Data Entry and Calculation' form.
  106. Validate a Pre-Display is displayed with the assessment filed in the previous steps.
  107. Click [Edit].
  108. Validate all previously filed data is displayed.
  109. Select the "LOCUS REPORT" section. Note: the fields in this section will be read-only and auto-populate after the assessment is submitted.
  110. Validate the 'LOCUS Rating Date' field is displayed and disabled - this will contain the value filed in the previous steps.
  111. Validate the 'LOCUS Rating Time' field is displayed and disabled - this will contain the value filed in the previous steps.
  112. Validate the 'Rater' field is displayed and disabled - this will contain the value filed in the previous steps.
  113. Validate the 'Status' field is displayed and disabled - this will contain the value filed in the previous steps.
  114. Validate the 'Composite Score' field is displayed and disabled - this will contain the value filed in the previous steps.
  115. Validate the 'LOCUS Recommended Disposition' field is displayed and disabled - this will contain the value filed in the previous steps.
  116. Validate the 'Actual Disposition' field is displayed and disabled - this will contain the value filed in the previous steps.
  117. Validate the 'Reason for Variance' field is displayed and disabled - this will contain the value filed in the previous steps.
  118. Validate the 'Print Assessment' button is displayed and enabled.
  119. Click [Print Assessment].
  120. Validate a 'LOCUS Assessment Results' report is displayed with the filed data.
  121. Close the report and the form.
The 'CALOCUS Data Entry and Calculation' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CALOCUS Data Entry and Calculation
Scenario 1: CALOCUS Data Entry and Calculation - Validate "Final" assessment
Specific Setup:
  • The 'Enable LOCUS/CALOCUS' registry setting must be enabled. Please note: this must be done by a Netsmart Representative.
  • An adolescent client is enrolled in an existing episode (Client A).
  • The logged in user has an associated practitioner (Practitioner A).
Steps
  1. Select "Client A" and access the 'CALOCUS Data Entry and Calculation' form.
  2. Validate the CA'LOCUS Rating Date' field contains the current date.
  3. Validate the 'CALOCUS Rating Time' field contains the current time.
  4. Validate the 'Rater' field contains "Practitioner A".
  5. Select the desired value(s) in the '1. Low Risk of Harm' field.
  6. Validate the 'I. Risk of Harm' field contains "1".
  7. Select the desired value(s) in the '1. Minimal Functional Impairment' field.
  8. Validate the 'II. Functional Status' field contains "1".
  9. Select the desired value(s) in the '1. No Co-Morbidity' field.
  10. Validate the 'III. Co-Morbidity' field contains "1".
  11. Select the desired value(s) in the '1. Minimally Stressful Environment' field.
  12. Validate the 'IV-A. Recovery Environment - Stress' field contains "1".
  13. Select the desired value(s) in the '1. Highly Supportive Environment' field.
  14. Validate the 'IV-B. Recovery Environment - Support' field contains "1".
  15. Select the desired value(s) in the '1. Full Resiliency/Response' field.
  16. Validate the 'V. Resiliency and Treatment History' field contains "1".
  17. Select the desired value(s) in the '1. Optimal' field.
  18. Validate the 'VI-A. Acceptance and Engagement - Child/Adolescent' field contains "1".
  19. Select the value in the 'Child is emancipated' field.
  20. Validate the 'VI-B. Acceptance and Engagement - Parent/Primary Caretaker' field contains "0".
  21. Validate the 'VI. Acceptance and Engagement - Highest Score of VI-A or VI-B' field contains "1".
  22. Validate the 'Composite Score' field contains "7".
  23. Click [Calculate Level of Care Recommendation].
  24. Validate the 'CALOCUS Recommended Disposition' field contains "Basic Services - Prevention and Health Maintenance".
  25. Validate the 'Actual Disposition' field contains "Basic Services - Prevention and Health Maintenance".
  26. Select "Save as Final" in the 'Status' field.
  27. Click [Submit] and [No].
  28. Select "Client A" and access the 'CALOCUS Data Entry and Calculation' form.
  29. Validate a Pre-Display is displayed with the assessment filed in the previous steps.
  30. Click [Edit].
  31. Validate a message is displayed stating: The current selection is filed as 'Save as Final'. Data can be viewed only.
  32. Click [OK].
  33. Validate the 'CALOCUS Data Entry and Calculation' form is displayed.
  34. Validate all previously filed data is displayed and all fields are disabled.
  35. Navigate to the "CALOCUS REPORT" section.
  36. Validate the 'CALOCUS Rating Date' field contains the current date.
  37. Validate the 'CALOCUS Rating Time' field contains the time the assessment was created.
  38. Validate the 'Composite Score' field contains "7".
  39. Validate the 'CALOCUS Recommended Disposition' field contains "Basic Services - Prevention and Health Maintenance".
  40. Validate the 'Actual Disposition' field contains "Basic Services - Prevention and Health Maintenance".
  41. Validate the 'Reason for Variance' field does not contain any value.
  42. Validate the 'Rater' field contains "Practitioner A".
  43. Validate "Save as Final" is selected in the 'Status' field.
  44. Click [Print Assessment].
  45. Validate a 'CALOCUS Assessment Results' report is displayed.
  46. Validate all previously filed data is displayed.
  47. Close the report and the form.
Scenario 2: CALOCUS Data Entry and Calculation - Add/Edit/Delete Assessment
Specific Setup:
  • The 'Enable LOCUS/CALOCUS' registry setting must be enabled. Please note: this must be done by a Netsmart Representative.
  • An adolescent client is enrolled in an existing episode (Client A).
  • The logged in user has an associated practitioner (Practitioner A).
Steps
  1. Select "Client A" and access the 'CALOCUS Data Entry and Calculation' form.
  2. Validate the CALOCUS Rating Date' field contains the current date.
  3. Validate the 'CALOCUS Rating Time' field contains the current time.
  4. Validate the 'Rater' field contains "Practitioner A".
  5. Select the desired value(s) in the '2. Some Risk of Harm' field.
  6. Validate the 'I. Risk of Harm' field contains "2".
  7. Select the desired value(s) in the '2. Mild Functional Impairment' field.
  8. Validate the 'II. Functional Status' field contains "2".
  9. Select the desired value(s) in the '2. Minor Co-Morbidity' field.
  10. Validate the 'III. Co-Morbidity' field contains "2".
  11. Select the desired value(s) in the '2. Mildly Stressful Environment' field.
  12. Validate the 'IV-A. Recovery Environment - Stress' field contains "2".
  13. Select the desired value(s) in the '2. Supportive Environment' field.
  14. Validate the 'IV-B. Recovery Environment - Support' field contains "2".
  15. Select the desired value(s) in the '2. Significant Resiliency/Response' field.
  16. Validate the 'V. Resiliency and Treatment History' field contains "2".
  17. Select the desired value(s) in the first '2. Constructive' field.
  18. Validate the 'VI-A. Acceptance and Engagement - Child/Adolescent' field contains "2".
  19. Select the desired value(s) in the second '2. Constructive' field.
  20. Validate the 'VI-B. Acceptance and Engagement - Parent/Primary Caretaker' field contains "2".
  21. Validate the 'VI. Acceptance and Engagement - Highest Score of VI-A or VI-B' field contains "2".
  22. Validate the 'Composite Score' field contains "14".
  23. Click [Submit] and [Yes] to run the assessment report.
  24. Validate a 'CALOCUS Assessment Results' report is displayed with the filed data.
  25. Close the report.
  26. Access Crystal Report or other SQL Reporting Tool.
  27. Select the CWS namespace.
  28. Create a report using the 'SYSTEM.cw_calocus_assessment' SQL table.
  29. Validate a row is displayed for the assessment filed for "Client A".
  30. Validate data displays as expected.
  31. Select "Client A" and access the 'CALOCUS Data Entry and Calculation' form.
  32. Validate a Pre-Display is displayed with the assessment filed in the previous steps.
  33. Click [Edit].
  34. Validate all previously filed data is displayed.
  35. Click [Calculate Level of Care Recommendation].
  36. Validate the 'CALOCUS Recommended Disposition' field contains "Level 2 - Low Intensity Community Based Services".
  37. Validate the 'Actual Disposition' field contains "Level 2 - Low Intensity Community Based Services".
  38. Select "Level 4 - Medically Monitored Community Based Services" in the 'Actual Disposition' field.
  39. Validate the 'Reason for Variance' is now enabled and required.
  40. Enter the desired value in the 'Reason for Variance' field.
  41. Click [Submit] and [Yes] to run the assessment report.
  42. Validate a 'CALOCUS Assessment Results' report is displayed with the updated data.
  43. Close the report.
  44. Access Crystal Reports or other SQL Reporting Tool.
  45. Refresh the report using the 'SYSTEM.cw_calocus_assessment' SQL table.
  46. Validate a row is displayed for the assessment filed for "Client A".
  47. Validate the updated data displays as expected.
  48. Select "Client A" and access the 'CALOCUS Data Entry and Calculation' form.
  49. Validate a Pre-Display is displayed with the assessment filed in the previous steps.
  50. Click [Delete].
  51. Validate a message is displayed stating: Are you sure you want to delete this item?
  52. Click [Yes].
  53. Select "Client A" and access the 'CALOCUS Data Entry and Calculation' form.
  54. Validate the assessment that was deleted in the previous steps is no longer displayed.
  55. Close the form.
  56. Access Crystal Reports or other SQL Reporting Tool.
  57. Refresh the report using the 'SYSTEM.cw_calocus_assessment' SQL table.
  58. Validate the row for "Client A" is no longer displayed since the assessment was deleted.
  59. Close the report.
Scenario 3: CALOCUS Data Entry and Calculation - Field Validations
Specific Setup:
  • The 'Enable LOCUS/CALOCUS' registry setting must be enabled. Please note: this must be done by a Netsmart Representative.
  • An adolescent client is enrolled in an existing episode (Client A).
  • The logged in user has an associated practitioner (Practitioner A).
Steps
  1. Select "Client A" and access the 'CALOCUS Data Entry and Calculation' form.
  2. Validate the 'CALOCUS Rating Date' field is displayed and contains the current date.
  3. Validate the 'CALOCUS Rating Time' field is displayed and contains the current time.
  4. Validate the 'Rater' field is displayed and contains "Practitioner A".
  5. Validate the 'I. Risk of Harm' dimension is displayed with the following scoring questions:
  6. Low Risk of Harm
  7. Some Risk of Harm
  8. Significant Risk of Harm
  9. Serious Risk of Harm
  10. Extreme Risk of Harm
  11. Click on the help message for the 'I. Risk of Harm' dimension.
  12. Validate the dimension details are displayed.
  13. Click [OK].
  14. Select the desired value(s) in the '3. Significant Risk of Harm' field.
  15. Validate the 'I. Risk of Harm' field contains "3".
  16. Validate the 'II. Functional Status' dimension is displayed with the following scoring questions:
  17. Minimal Functional Impairment
  18. Mild Functional Impairment
  19. Moderate Functional Impairment
  20. Serious Functional Impairment
  21. Severe Functional Impairment
  22. Click on the help message for 'II. Functional Status' dimension.
  23. Validate the dimension details are displayed.
  24. Click [OK].
  25. Select the desired value(s) in the '3. Moderate Functional Impairment' field.
  26. Validate the 'II. Functional Status' field contains "3".
  27. Validate the 'III. Co-Morbidity' dimension is displayed with the following scoring questions:
  28. No Co-Morbidity
  29. Minor Co-Morbidity
  30. Significant Co-Morbidity
  31. Major Co-Morbidity
  32. Severe Co-Morbidity
  33. Click on the help message for 'III. Co-Morbidity' dimension.
  34. Validate the dimension details are displayed.
  35. Click [OK].
  36. Select the desired value(s) in the '3. Significant Co-Morbidity' field.
  37. Validate the 'III. Co-Morbidity' field contains "3".
  38. Validate the 'IV-A. Recovery Environment - Stress' dimension is displayed with the following scoring questions:
  39. Minimally Stressful Environment
  40. Mildly Stressful Environment
  41. Moderately Stressful Environment
  42. Highly Stressful Environment
  43. Extremely Stressful Environment
  44. Click on the help message for 'IV-A. Recovery Environment - Stress' dimension.
  45. Validate the dimension details are displayed.
  46. Click [OK].
  47. Select the desired value(s) in the '3. Moderately Stressful Environment' field.
  48. Validate the 'IV-A. Recovery Environment - Stress' field contains "3".
  49. Validate the 'IV-B. Recovery Environment - Support' dimension is displayed with the following scoring questions:
  50. Highly Supportive Environment
  51. Supportive Environment
  52. Limited Support in Environment
  53. Minimally Supportive Environment
  54. No Support in Environment
  55. Click on the help message for 'IV-B. Recovery Environment - Support' dimension.
  56. Validate the dimension details are displayed.
  57. Click [OK].
  58. Select the desired value(s) in the '3. Limited Support in Environment' field.
  59. Validate the 'IV-B. Recovery Environment - Support' field contains "3".
  60. Validate the 'V. Resiliency and Treatment History' dimension is displayed with the following scoring questions:
  61. Full Resiliency/Response
  62. Significant Resiliency/Response
  63. Moderate or Equivocal Resiliency/Response
  64. Poor Resiliency/Response
  65. Negligible Resiliency/Response
  66. Click on the help message for 'V. Resiliency and Treatment History' dimension.
  67. Validate the dimension details are displayed.
  68. Click [OK].
  69. Select the desired value(s) in the '3. Moderate or Equivocal Resiliency/Response' field.
  70. Validate the 'V. Resiliency and Treatment History' field contains "3".
  71. Validate the 'VI-A. Acceptance and Engagement - Child/Adolescent' dimension is displayed with the following scoring questions:
  72. Optimal
  73. Constructive
  74. Incompletely Engaged
  75. Non-Collaborative
  76. Unengaged
  77. Click on the help message for 'VI-A. Acceptance and Engagement - Child/Adolescent' dimension.
  78. Validate the dimension details are displayed.
  79. Click [OK].
  80. Select the desired value(s) in the '3. Incompletely Engaged' field.
  81. Validate the 'VI-A. Acceptance and Engagement - Child/Adolescent' field contains "3".
  82. Validate the 'VI-B. Acceptance and Engagement - Parent/Primary Caretaker' dimension is displayed with the following scoring questions:
  83. Child is emancipated
  84. Optimal
  85. Constructive
  86. Incompletely Engaged
  87. Non-Collaborative
  88. Unengaged
  89. Click on the help message for 'VI-B. Acceptance and Engagement - Parent/Primary Caretaker' dimension.
  90. Validate the dimension details are displayed.
  91. Click [OK].
  92. Select the desired value(s) in the '3. Incompletely Engaged' field.
  93. Validate the 'VI-B. Acceptance and Engagement - Parent/Primary Caretaker' field contains "3".
  94. Validate the 'VI. Acceptance and Engagement - Highest Score of VI-A or VI-B' field is displayed and disabled.
  95. Validate the 'Composite Score' field is displayed and disabled.
  96. Validate the 'Calculate Level of Care Recommendation' button is displayed. Note: this button will only become enabled once a score is present for each dimension.
  97. Validate the 'CALOCUS Recommended Disposition' field is displayed and disabled.
  98. Click on the help message for the 'CALOCUS Recommended Disposition' field.
  99. Validate the 'CALOCUS Recommended Disposition' details are displayed.
  100. Click [OK].
  101. Validate the 'Actual Disposition' field is displayed and disabled.
  102. Validate the 'Reason For Variance' field is displayed and disabled.
  103. Validate the 'Status' field is displayed and disabled.
  104. Validate the 'VI. Acceptance and Engagement - Highest Score of VI-A or VI-B' field contains "3".
  105. Validate the 'Composite Score' field contains "21".
  106. Click [Calculate Level of Care Recommendation].
  107. Validate the 'CALOCUS Recommended Disposition' field contains "Level 4 - Medically Monitored Non-Residential Services".
  108. Validate the 'CALOCUS Recommended Disposition' field remains disabled.
  109. Validate the 'Actual Disposition' field contains "Level 4 - Medically Monitored Non-Residential Services".
  110. Validate the 'Actual Disposition' field is now enabled and required.
  111. Select "Level 5 - Medically Monitored Residential Services" in the 'Actual Disposition' field.
  112. Validate the 'Reason for Variance' field is now enabled and required.
  113. Enter the desired value in the 'Reason for Variance' field.
  114. Click [Submit].
  115. Validate a message is displayed stating: The assessment has been filed. Do you want to run the assessment report?
  116. Click [Yes].
  117. Validate a 'CALOCUS Assessment Results' report is displayed with the filed data.
  118. Close the report.
  119. Select "Client A" and access the 'CALOCUS Data Entry and Calculation' form.
  120. Validate a Pre-Display is displayed with the assessment filed in the previous steps.
  121. Click [Edit].
  122. Validate all previously filed data is displayed.
  123. Select the "CALOCUS REPORT" section. Note: the fields in this section will be read-only and auto-populate after the assessment is submitted.
  124. Validate the 'CALOCUS Rating Date' field is displayed and disabled - this will contain the value filed in the previous steps.
  125. Validate the 'CALOCUS Rating Time' field is displayed and disabled - this will contain the value filed in the previous steps.
  126. Validate the 'Rater' field is displayed and disabled - this will contain the value filed in the previous steps.
  127. Validate the 'Status' field is displayed and disabled - this will contain the value filed in the previous steps.
  128. Validate the 'Composite Score' field is displayed and disabled - this will contain the value filed in the previous steps.
  129. Validate the CA'LOCUS Recommended Disposition' field is displayed and disabled - this will contain the value filed in the previous steps.
  130. Validate the 'Actual Disposition' field is displayed and disabled - this will contain the value filed in the previous steps.
  131. Validate the 'Reason for Variance' field is displayed and disabled - this will contain the value filed in the previous steps.
  132. Validate the 'Print Assessment' button is displayed and enabled.
  133. Click [Print Assessment].
  134. Validate a 'CALOCUS Assessment Results' report is displayed with the filed data.
  135. Close the report and the form.
Topics
• LOCUS Data Entry and Calculation • CALOCUS Data Entry and Calculation
Update 76 Summary | Details
Care Record Mapping - 'Behavioral Health Information' assessment
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Care Record Mapping
  • Behavioral Health Information
Scenario 1: Care Record Mapping - Validate the 'Behavioral Health Information' assessment type
Specific Setup:
  • A modeled form for 'Behavioral Health Information' is defined with the following fields:
  • Draft/Final
  • Assessment Date - 'Date' field type
  • BH Clinic Site Assignment Name - 'Non Scrolling Free Text' field type
  • BH Clinic Site Assignment Phone Number - 'Phone Number' field type
  • COT Expiration Date - 'Date' field type
  • Gravely Disabled - 'Dictionary - Single Response' field type with Yes/No values
  • OHR Advocate Name - 'Name (Last, First Middle)' field type
  • OHR Advocate Phone Number - 'Phone Number' field type
  • Persistently or Acutely Disabled - 'Dictionary - Single Response' field type with Yes/No values
  • Primary Care Provider - 'Name (Last, First Middle)' field type
  • Public Fiduciary - 'Name (Last, First Middle)' field type
  • Public Fiduciary Phone Number - 'Phone Number' field type
  • Behavioral Health Category - 'Dictionary - Single Response'
  • Court Ordered Treatment - 'Dictionary - Single Response' field type with Yes/No values
  • Court Ordered Treatment Effective Date - 'Date' field type
  • Danger To Others - 'Dictionary - Single Response' field type with Yes/No values
  • Danger To Self - 'Dictionary - Single Response' field type with Yes/No values
  • History Of Suicide -'Dictionary - Single Response' field type with Yes/No values
  • Involuntary Commitment - 'Dictionary - Single Response' field type with Yes/No values
  • SMI Level of Care - 'Dictionary - Single Response'
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Care Record Mapping' form.
  2. Select "Behavioral Health Information (29)" in the 'Type of Assessment' field.
  3. Select the "Behavioral Health Information" modeled form in the 'Form To Map' field.
  4. Map each form field defined in the setup steps to the corresponding assessment fields.
  5. Click [Save Mapping] for each individual mapping.
  6. Validate a message is displayed stating: Mapping Saved.
  7. Click [OK] and [Display Mappings for Selected Type of Assessment].
  8. Validate a report is displayed with all the mappings defined.
  9. Close the report and the form.
  10. Select "Client A" and access the 'Behavioral Health Information' form.
  11. Enter the current date in the 'Assessment Date' field.
  12. Enter the desired value in the 'BH Clinic Site Assignment Name' field.
  13. Enter the desired value in the 'BH Clinic Site Assignment Phone Number' field.
  14. Enter the desired date in the 'COT Expiration Date' field.
  15. Select the desired value in the 'Gravely Disabled' field.
  16. Enter the desired value in the 'OHR Advocate Name' field.
  17. Enter the desired value in the 'OHR Advocate Phone Number' field.
  18. Select the desired value in the 'Involuntary Commitment' field.
  19. Select the desired value in the 'Persistently or Acutely Disabled' field.
  20. Enter the desired value in the 'Primary Care Provider' field.
  21. Enter the desired value in the 'Public Fiduciary' field.
  22. Enter the desired value in the 'Public Fiduciary Phone Number' field.
  23. Select the desired value in the 'Behavioral Health Information' field.
  24. Select the desired value in the 'Court Ordered Treatment' field.
  25. Enter the desired date in the 'Court Ordered Treatment Effective Date' field.
  26. Select the desired value in the 'Danger To Others' field.
  27. Select the desired value in the 'Danger To Self' field.
  28. Select the desired value in the 'History Of Suicide' field.
  29. Select the desired value in the 'SMI Level Of Care' field.
  30. Select "Draft" in the 'Draft/Final' field.
  31. Click [Submit].
  32. Access the 'CareFabric Monitor' form.
  33. Enter the current date in the 'From Date' and 'Through Date' fields.
  34. Select "Client A" in the 'Client ID' field.
  35. Click [View Activity Log].
  36. Validate an "EhrAssessmentResultCreated" record is displayed.
  37. Click [Click To View Record].
  38. Validate the 'assessmentDate' field contains the current date.
  39. Validate the 'assessmentTypeCode' - 'code' field contains "29".
  40. Validate the 'assessmentTypeCode' - 'displayName' field contains "Behavioral Health Information".
  41. Validate the 'clientID' - 'id' field contains "Client A".
  42. Validate each field within the form displays as a 'categoryIdentifier' under the 'assessmentScoringID' section.
  43. Validate each value filed within the form displays as a 'score' under the associated 'categoryIdentifier' under the 'assessmentScoringID' section.
  44. Close the report and the form.
  45. Select "Client A" and access the 'Behavioral Health Information' form.
  46. Select the record filed in the previous steps and click [Edit].
  47. Validate all previously filed data is displayed.
  48. Update any desired fields.
  49. Select "Final" in the 'Draft/Final' field.
  50. Click [Submit].
  51. Access the 'CareFabric Monitor' form.
  52. Enter the current date in the 'From Date' and 'Through Date' fields.
  53. Select "Client A" in the 'Client ID' field.
  54. Click [View Activity Log].
  55. Validate an "EhrAssessmentResultUpdated" record is displayed.
  56. Click [Click To View Record].
  57. Validate the data updated in the previous steps displays as expected.
  58. Close the report and the form.
Scenario 2: Behavioral Health Information - Validate the 'ClientEventPreRegister' SDK event
Specific Setup:
  • The 'ClientEventPreRegister' event must be enabled in the 'CareFabric Management' form and set to "Yes" to include in the 'CareFabric Monitor Report'. Please note: this must be done by a Netsmart Representative.
  • A modeled form for 'Behavioral Health Information' is defined with the following fields:
  • Assessment Date - 'Date' field type
  • BH Clinic Site Assignment Name - 'Non Scrolling Free Text' field type
  • BH Clinic Site Assignment Phone Number - 'Phone Number' field type
  • COT Expiration Date - 'Date' field type
  • Gravely Disabled - 'Dictionary - Single Response' field type with Yes/No values
  • OHR Advocate Name - 'Name (Last, First Middle)' field type
  • OHR Advocate Phone Number - 'Phone Number' field type
  • Persistently or Acutely Disabled - 'Dictionary - Single Response' field type with Yes/No values
  • Primary Care Provider - 'Name (Last, First Middle)' field type
  • Public Fiduciary - 'Name (Last, First Middle)' field type
  • Public Fiduciary Phone Number - 'Phone Number' field type
  • Behavioral Health Category - 'Dictionary - Single Response'
  • Court Ordered Treatment - 'Dictionary - Single Response' field type with Yes/No values
  • Court Ordered Treatment Date - 'Date' field type
  • Danger To Others - 'Dictionary - Single Response' field type with Yes/No values
  • Danger To Self - 'Dictionary - Single Response' field type with Yes/No values
  • History Of Suicide -'Dictionary - Single Response' field type with Yes/No values
  • Involuntary Commitment - 'Dictionary - Single Response' field type with Yes/No values
  • SMI Level of Care - 'Dictionary - Single Response'
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Care Record Mapping' form.
  2. Select "Behavioral Health Information (29)" in the 'Type of Assessment' field.
  3. Select the "Behavioral Health Information" modeled form in the 'Form To Map' field.
  4. Map each form field defined in the setup steps to the corresponding assessment fields.
  5. Click [Save Mapping] for each individual mapping.
  6. Validate a message is displayed stating: Mapping Saved.
  7. Click [OK] and [Display Mappings for Selected Type of Assessment].
  8. Validate a report is displayed with all the mappings defined.
  9. Close the report and the form.
  10. Select "Client A" and access the 'Behavioral Health Information' form.
  11. Enter the current date in the 'Assessment Date' field.
  12. Enter the desired value in the 'BH Clinic Site Assignment Name' field.
  13. Enter the desired value in the 'BH Clinic Site Assignment Phone Number' field.
  14. Enter the desired date in the 'COT Expiration Date' field.
  15. Select the desired value in the 'Gravely Disabled' field.
  16. Enter the desired value in the 'OHR Advocate Name' field.
  17. Enter the desired value in the 'OHR Advocate Phone Number' field.
  18. Select the desired value in the 'Involuntary Commitment' field.
  19. Select the desired value in the 'Persistently or Acutely Disabled' field.
  20. Enter the desired value in the 'Primary Care Provider' field.
  21. Enter the desired value in the 'Public Fiduciary' field.
  22. Enter the desired value in the 'Public Fiduciary Phone Number' field.
  23. Select the desired value in the 'Behavioral Health Information' field.
  24. Select the desired value in the 'Court Ordered Treatment' field.
  25. Enter the desired date in the 'Court Ordered Treatment Effective Date' field.
  26. Select the desired value in the 'Danger To Others' field.
  27. Select the desired value in the 'Danger To Self' field.
  28. Select the desired value in the 'History Of Suicide' field.
  29. Select the desired value in the 'SMI Level Of Care' field.
  30. Select "Final" in the 'Draft/Final' field.
  31. Click [Submit].
  32. Access the 'CareFabric Monitor' form.
  33. Enter the current date in the 'From Date' and 'Through Date' fields.
  34. Select "Client A" in the 'Client ID' field.
  35. Click [View Activity Log].
  36. Validate an "ClientEventPreRegister" record is displayed.
  37. Click [Click To View Record].
  38. Validate the 'hL7Segments' - 'fields' section contains the following segments
  39. 'fieldNumber' of "5" with the corresponding 'content' as the value filed in the 'COT Expiration Date' field in the previous steps.
  40. 'fieldNumber' of "8" with the corresponding 'content' as the value filed in the 'OHR Advocate Name' and 'OHR Advocate Phone Number' fields in the previous steps.
  41. 'fieldNumber' of "9" with the corresponding 'content' as the value filed in the 'BH Clinic Site Assignment Name' field in the previous steps.
  42. 'fieldNumber' of "16" with the corresponding 'content' as the value filed in the 'Primary Care Provider' field in the previous steps.
  43. 'fieldNumber' of "21" with the corresponding 'content' as the value filed in the 'BH Clinic Site Assignment Phone Number' field in the previous steps.
  44. 'fieldNumber' of "27" with the corresponding 'content' as the value filed in the 'Gravely Disabled' field in the previous steps.
  45. 'fieldNumber' of "28" with the corresponding 'content' as the value filed in the 'Persistently or Acutely Disabled' field in the previous steps.
  46. 'fieldNumber' of "29" with the corresponding 'content' as the value filed in the 'Public Fiduciary' and 'Public Fiduciary Phone Number' fields in the previous steps.
  47. Close the report and the form.
Topics
• CareFabric Monitor • Care Record Mapping
Update 82 Summary | Details
'Manage Observer Caseload' - Discharged Clients
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Manage Nursing Caseload
  • Nursing Caseload Assignment
  • Manage Observer Caseload
  • Discharge
Scenario 1: Manage Observer Caseload - Validate the ability to add discharged clients to caseload
Specific Setup:
  • A client must be discharged from all episodes (Client A).
  • The 'Allow Outpatient Episodes' registry setting must be set to "Y".
Steps
  1. Access the 'Manage Observer Caseload' form.
  2. Select the desired user in the 'Select User' field.
  3. Select "Add" in the 'Add or Remove Client From Caseload' field.
  4. Select "Client A" in the 'Client' field.
  5. Click [Update Caseload].
  6. Validate "Client A" displays in the 'Current Caseload' field.
  7. Close the form.
Topics
• Discharge • Manage Observer Caseload
 

Avatar_CWS_2023_Monthly_Release_2023.03.01_Details.csv