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Avatar CWS 2023 Monthly Release 2023.03.02 Acceptance Tests

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Update 75 Summary | Details
Avatar NX - Quick Actions
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Patient Health Questionnaire-9
  • Quick Actions Page
  • Quick Actions widget - Patient Health Questionnaire-9
Scenario 1: 'Quick Actions' widget - Validate "Final" 'Patient Health Questionnaire-9' assessment
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • The 'Quick Actions' widget must be on the user's myDay view.
  • The 'Patient Health Questionnaire-9' quick action is assigned to the user in 'NX View Definition'.
  • This is for Avatar NX systems only.
Steps
  1. Select "Client A" and navigate to the 'Quick Actions' widget.
  2. Navigate to the 'Patient Health Questionnaire-9' quick action.
  3. Click [Add].
  4. Validate "Draft" is selected in the 'Assessment Status' field.
  5. Select the desired episode in the 'Episode' field.
  6. Validate the 'Assessment Date' field contains the current date.
  7. Validate the 'Assessment Practitioner' field is populated.
  8. Select "Final" from the 'Assessment Status' field.
  9. Validate an 'Error' dialog stating which fields need to be populated and click [OK].
  10. Validate "Draft" is selected in the 'Assessment Status' field.
  11. Select the desired value from the 'Reason For Not Administering' field.
  12. Validate the questions become disabled.
  13. Clear the 'Reason For Not Administering' field.
  14. Validate the questions are required.
  15. Select the desired value in the '1) Little interest or pleasure in doing things' field.
  16. Select the desired value in the '2) Feeling down, depressed, or hopeless' field.
  17. Select the desired value in the '3) Trouble falling or staying asleep, or sleeping too much' field.
  18. Select the desired value in the '4) Feeling tired or having little energy' field.
  19. Select the desired value in the '5) Poor appetite or overeating' field.
  20. Select the desired value in the '6) Feeling bad about yourself - or that you are a failure or have let yourself or your family down' field.
  21. Select the desired value in the '7) Trouble concentrating on things like school work, reading, or watching TV' field.
  22. Select the desired value in the '8) Moving or speaking so slowly that other people could have noticed? Or the opposite - being so fidgety or restless that you were moving around a lot more than usual' field.
  23. Select the desired value in the '9) Thoughts that you would be better off dead, or of hurting yourself in some way?' field.
  24. Select the desired value in the 'If you checked off any problems, how difficult have these problems made it for you to do your work, take care of things at home, or get along with other people?' field.
  25. Select "Final" from the 'Assessment Status' field.
  26. Validate a 'Confirm' dialog is displayed stating: "Once set to "Final", the data will be view only." and click [OK].
  27. Validate the 'Reason For Not Administering' field is disabled.
  28. Click [Save].
  29. Verify the action completes successfully.
  30. Validate the 'Patient Health Questionnaire-9' item contains the PHQ9 last score and last filed date/time.
  31. With "Client A" selected, access the 'Patient Health Questionnaire-9' form.
  32. Select the entry from the previous steps and click [Edit].
  33. Validate a dialog stating "This record is marked as "Final". Data can be viewed only."
  34. Click [OK].
  35. Validate the data filed in the previous steps displays as expected and the form is disabled.
  36. Close the form.
Patient Health Questionnaire-9
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Patient Health Questionnaire-9
  • Approve To Do Item
  • Avatar NX Report Viewer
  • Patient Health Questionnaire-2
  • Patient Health Questionnaire-A
Scenario 1: Validate fields in the 'Patient Health Questionnaire-9' after being marked as 'Final'
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Patient Health Questionnaire-9' form.
  2. Validate Questions 1-10 are red required fields.
  3. Select any value in the 'Little interest or pleasure in doing things' field.
  4. Select any value in the 'Feeling down, depressed, or hopeless' field.
  5. Select any value in the 'Trouble falling or staying asleep, or sleeping too much' field.
  6. Select any value in the 'Feeling tired or having little energy' field.
  7. Select any value in the 'Poor appetite or overeating' field.
  8. Select any value in the 'Feeling bad about yourself - or that you are a failure or have let yourself or your family down' field.
  9. Select any value in the 'Trouble concentrating on things, such as reading the newspaper or watching television' field.
  10. Select any value in the 'Moving or speaking so slowly that other people could have noticed? Or the opposite - being so fidgety or restless that you have been moving around a lot more than usual' field.
  11. Select any value in the 'Thoughts that you would be better off dead or trying to hurt yourself in someway' field.
  12. Select any value in the 'If you checked off any problems, how difficult have these problems made it for you to do your work, take care of things at home, or get along with other people?' field.
  13. Select "Final" in the 'Assessment Status' field.
  14. Validate a "Confirm" message is displayed stating: Once set to "Final", the data will be view only.
  15. Click [OK].
  16. Validate Questions 1-10 are no longer red required fields.
  17. Validate the 'Reason For Not Administering' field is disabled.
  18. Click [Submit].
  19. With "Client A" selected, access the 'Patient Health Questionnaire-9' form.
  20. Select the entry from the previous steps and click [Edit].
  21. Validate a dialog stating "This record is marked as "Final". Data can be viewed only."
  22. Click [OK].
  23. Validate the data filed in the previous steps displays as expected and the form is disabled.
  24. Close the form.
Scenario 2: Patient Health Questionnaire-9 - Reason For Not Administering
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Patient Health Questionnaire-9' form.
  2. Validate Questions 1-10 are red required fields.
  3. Select any value in the 'Little interest or pleasure in doing things' field.
  4. Select any value in the 'Feeling down, depressed, or hopeless' field.
  5. Select any value in the 'Trouble falling or staying asleep, or sleeping too much' field.
  6. Select any value in the 'Feeling tired or having little energy' field.
  7. Select any value in the 'Poor appetite or overeating' field.
  8. Select any value in the 'Feeling bad about yourself - or that you are a failure or have let yourself or your family down' field.
  9. Select any value in the 'Trouble concentrating on things, such as reading the newspaper or watching television' field.
  10. Select any value in the 'Moving or speaking so slowly that other people could have noticed? Or the opposite - being so fidgety or restless that you have been moving around a lot more than usual' field.
  11. Select any value in the 'Thoughts that you would be better off dead or trying to hurt yourself in someway' field.
  12. Select any value in the 'If you checked off any problems, how difficult have these problems made it for you to do your work, take care of things at home, or get along with other people?' field.
  13. Select "Draft" in the 'Assessment Status' field.
  14. Click [Submit].
  15. With "Client A" selected, access the 'Patient Health Questionnaire-9' form.
  16. Select the entry from the previous steps and click [Edit].
  17. Validate the data filed in the previous steps displays as expected.
  18. Make any desired edits.
  19. Select the desired value in the 'Reason For Not Administering' field.
  20. Validate Questions 1-10 are disabled and the values are cleared.
  21. Click [Submit].
  22. With "Client A" selected, access the 'Patient Health Questionnaire-9' form.
  23. Select the entry from the previous steps and click [Edit].
  24. Validate the 'Reason For Not Administering' field contains the expected value.
  25. Validate Questions 1-10 are red required fields.
  26. Select the desired values for Questions 1-10.
  27. Select "Final" in the 'Assessment Status' field.
  28. Validate a "Confirm" message is displayed stating: Once set to "Final", the data will be view only.
  29. Click [OK].
  30. Validate all the fields are disabled except for the 'Assessment Status' field.
  31. Click [Submit].
Topics
• Patient Health Questionnaire - 9 • myAvatar NX Only • Quick Actions • Patient Health Questionnaire
Update 78 Summary | Details
Progress Notes - Default Location
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Program Maintenance
  • Service Codes
  • Client Charge Input
  • Ambulatory Progress Notes
  • Clinical
  • Service Fee/Cross Reference Maintenance
  • Dynamic Form Group
  • Group Registration
  • Dynamic Form - Pre-Display Confirmation
Scenario 1: Progress Notes (Group and Individual) - Default 'Location' validations
Specific Setup:
  • Two locations are defined (Location A & Location B).
  • A program (Program A) is defined with "Location A" as the associated 'Location' and "Yes" is selected for 'Use the Selected Location As Default'.
  • A program (Program B) is defined with "Location B" as the associated 'Location' and "No" is selected for 'Use the Selected Location As Default'.
  • A client is enrolled in an existing episode (Client A).
  • The 'Progress Notes' widget is accessible from the HomeView.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select "New Service" in the 'Progress Note For' field.
  4. Select the desired value in the 'Note Type' field.
  5. Enter the desired value in the 'Notes Field'.
  6. Enter the desired date in the 'Date Of Service' field.
  7. Select "Program A" in the 'Service Program' field.
  8. Validate the 'Location' field contains "Location A" by default.
  9. Select "Program B" in the 'Service Program' field.
  10. Validate the 'Location' field no longer contains a value.
  11. Select the desired value in the 'Location' field.
  12. Populate any other required and desired fields.
  13. File the note.
  14. Select "Client A" and access the 'Progress Notes' widget.
  15. Validate the note filed in the previous steps is displayed as expected.
Scenario 2: Ambulatory Progress Notes - Default 'Location' validations
Specific Setup:
  • Two locations are defined (Location A & Location B).
  • A program (Program A) is defined with "Location A" as the associated 'Location' and "Yes" is selected for 'Use the Selected Location As Default'.
  • A program (Program B) is defined with "Location B" as the associated 'Location' and "No" is selected for 'Use the Selected Location As Default'.
  • A client is enrolled in an existing outpatient episode (Client A).
  • The 'Progress Notes' widget is accessible from the HomeView.
Steps
  1. Select "Client A" and access the 'Ambulatory Progress Notes' form.
  2. Select "New Service" in the 'Progress Note For' field.
  3. Select the desired value in the 'Note Type' field.
  4. Enter the desired value in the 'Notes Field'.
  5. Enter the desired date in the 'Date Of Service' field.
  6. Select "Program A" in the 'Service Program' field.
  7. Validate the 'Location' field contains "Location A" by default.
  8. Select "Program B" in the 'Service Program' field.
  9. Validate the 'Location' field no longer contains a value.
  10. Select the desired value in the 'Location' field.
  11. Populate any other required and desired fields.
  12. File the note.
  13. Select "Client A" and access the 'Progress Notes' widget.
  14. Validate the note filed in the previous steps is displayed as expected.
Scenario 3: Inpatient Progress Notes - Default 'Location' validations
Specific Setup:
  • Two locations are defined (Location A & Location B).
  • A program (Program A) is defined with "Location A" as the associated 'Location' and "Yes" is selected for 'Use the Selected Location As Default'.
  • A program (Program B) is defined with "Location B" as the associated 'Location' and "No" is selected for 'Use the Selected Location As Default'.
  • A client is enrolled in an existing inpatient episode (Client A).
  • The 'Progress Notes' widget is accessible from the HomeView.
Steps
  1. Select "Client A" and access the 'Inpatient Progress Notes' form.
  2. Select "New Service" in the 'Progress Note For' field.
  3. Select the desired value in the 'Note Type' field.
  4. Enter the desired value in the 'Notes Field'.
  5. Enter the desired date in the 'Date Of Service' field.
  6. Select "Program A" in the 'Service Program' field.
  7. Validate the 'Location' field contains "Location A" by default.
  8. Select "Program B" in the 'Service Program' field.
  9. Validate the 'Location' field no longer contains a value.
  10. Select the desired value in the 'Location' field.
  11. Populate any other required and desired fields.
  12. File the note.
  13. Select "Client A" and access the 'Progress Notes' widget.
  14. Validate the note filed in the previous steps is displayed as expected.
Scenario 4: Progress Notes (Group and Individual) - Group Default Notes - file a new service group note
Specific Setup:
  • A group is defined with two or more clients (Group A).
  • A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view).
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select the "Group Default Notes" section.
  3. Enter the desired date in the 'Date Of Group' field.
  4. Enter the desired practitioner in the 'Practitioner' field.
  5. Select "New Service" in the 'Progress Note For' field.
  6. Enter "Group A" in the 'Group Name or Number' field.
  7. Select the desired value in the 'Note Type' field.
  8. Enter the desired value in the 'Note' field.
  9. Select the desired group service code in the 'Service Charge Code' field.
  10. Select the desired program in the 'Service Program' field.
  11. Click [File Note].
  12. Validate a "Group Default Notes Message" is displayed stating: Progress notes are filed.
  13. Click [OK] and close the form.
  14. Select a client in "Group A" and navigate to the 'All Documents' view.
  15. Refresh the 'All Documents' widget.
  16. Select 'All Forms'.
  17. Validate the group note from the previous steps is present and select it.
  18. Validate the 'Console Widget Viewer' displays the note with the data entered in the previous steps.
  19. Repeat steps 2a-2d for remaining group members.
Topics
• Progress Notes
Update 80 Summary | Details
Chart View - Progress Notes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Service Codes
  • Client Charge Input
  • Ambulatory Progress Notes
  • Clinical
  • Service Fee/Cross Reference Maintenance
  • Dynamic Form Group
  • Group Registration
  • Scheduling Calendar
  • Dynamic Form - Scheduling Calendar - Warning Same Day Existing Appointment
  • Practitioner Enrollment
Scenario 1: Progress Notes (Group and Individual) - Validate display of Practitioner Credentials in the Chart View
Specific Setup:
  • Please note: this is for myAvatar only.
  • A client is enrolled in an existing episode (Client A).
  • A practitioner is defined in 'Practitioner Enrollment' with the following (Practitioner A):
  • 'Category/Taxonomy' Row 1:
  • 'Effective Date' of "01/01/2022".
  • 'End Date' of "10/01/2023".
  • Practitioner Credential of "Administrator".
  • 'Category/Taxonomy' Row 2:
  • 'Effective Date' of "10/02/2023"
  • No 'End Date' on file
  • Practitioner Credential of "Medical Doctor".
  • The 'Progress Notes (Group and Individual)' form must be accessible from the Chart View.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select the desired episode in the 'Select Episode' field.
  4. Select "New Service" in the 'Progress Note For' field.
  5. Select the desired value in the 'Note Type' field.
  6. Enter the desired value in the 'Notes Field'.
  7. Enter "05/01/2023" in the 'Date Of Service' field.
  8. Select the desired value in the 'Service Charge Code' field.
  9. Populate all other required and desired fields.
  10. Select "Final" in the 'Draft/Final' field.
  11. File the note.
  12. Close the form.
  13. Double click on "Client A" to access the Chart View.
  14. Select the 'Progress Notes (Group and Individual)' form from the left-hand side.
  15. Select the episode used in the previous steps.
  16. Validate the previously filed note is displayed.
  17. Validate "Practitioner A" is displayed with the proper practitioner credentials based on the service date, which is "Administrator".
  18. Close the chart.
  19. Access the 'Progress Notes (Group and Individual)' form.
  20. Select "Client A" in the 'Select Client' field.
  21. Select the desired episode in the 'Select Episode' field.
  22. Select "New Service" in the 'Progress Note For' field.
  23. Select the desired value in the 'Note Type' field.
  24. Enter the desired value in the 'Notes Field'.
  25. Enter "10/31/2023" in the 'Date Of Service' field.
  26. Select the desired value in the 'Service Charge Code' field.
  27. Populate all other required and desired fields.
  28. Select "Final" in the 'Draft/Final' field.
  29. File the note.
  30. Close the form.
  31. Double click on "Client A" to access the Chart View.
  32. Select the 'Progress Notes (Group and Individual)' form from the left-hand side.
  33. Select the episode used in the previous steps.
  34. Validate the previously filed note is displayed.
  35. Validate "Practitioner A" is displayed with the proper practitioner credentials based on the service date, which is "Medical Doctor".
  36. Close the chart.
Scenario 2: Ambulatory Progress Notes - Validate display of Practitioner Credentials in the Chart View
Specific Setup:
  • Please note: this is for myAvatar only.
  • A client is enrolled in an existing outpatient episode (Client A).
  • A practitioner is defined in 'Practitioner Enrollment' with the following (Practitioner A):
  • 'Category/Taxonomy' Row 1:
  • 'Effective Date' of "01/01/2022".
  • 'End Date' of "10/01/2023".
  • Practitioner Credential of "Administrator".
  • 'Category/Taxonomy' Row 2:
  • 'Effective Date' of "10/02/2023"
  • No 'End Date' on file
  • Practitioner Credential of "Medical Doctor".
  • The 'Ambulatory Progress Notes' form must be accessible from the Chart View.
Steps
  1. Select "Client A" and access the 'Ambulatory Progress Notes' form.
  2. Select "New Service" in the 'Progress Note For' field.
  3. Select the desired value in the 'Note Type' field.
  4. Enter the desired value in the 'Notes Field'.
  5. Enter "05/01/2023" in the 'Date Of Service' field.
  6. Select the desired value in the 'Service Charge Code' field.
  7. Populate all other required and desired fields.
  8. Select "Final" in the 'Draft/Final' field.
  9. Click [Submit] and close the form.
  10. Double click on "Client A" to access the Chart View.
  11. Select the 'Ambulatory Progress Notes' form from the left-hand side.
  12. Select the episode used in the previous steps.
  13. Validate the previously filed note is displayed.
  14. Validate "Practitioner A" is displayed with the proper practitioner credentials based on the service date, which is "Administrator".
  15. Close the chart.
  16. Select "Client A" and access the 'Ambulatory Progress Notes' form.
  17. Select "New Service" in the 'Progress Note For' field.
  18. Select the desired value in the 'Note Type' field.
  19. Enter the desired value in the 'Notes Field'.
  20. Enter "10/31/2023" in the 'Date Of Service' field.
  21. Select the desired value in the 'Service Charge Code' field.
  22. Populate all other required and desired fields.
  23. Select "Final" in the 'Draft/Final' field.
  24. Click [Submit] and close the form.
  25. Double click on "Client A" to access the Chart View.
  26. Select the 'Ambulatory Progress Notes' form from the left-hand side.
  27. Select the episode used in the previous steps.
  28. Validate the previously filed note is displayed.
  29. Validate "Practitioner A" is displayed with the proper practitioner credentials based on the service date, which is "Medical Doctor".
  30. Close the chart.
Scenario 3: Inpatient Progress Notes - Validate display of Practitioner Credentials in the Chart View
Specific Setup:
  • Please note: this is for myAvatar only.
  • A client is enrolled in an existing inpatient episode (Client A).
  • A practitioner is defined in 'Practitioner Enrollment' with the following (Practitioner A):
  • 'Category/Taxonomy' Row 1:
  • 'Effective Date' of "01/01/2022".
  • 'End Date' of "10/01/2023".
  • Practitioner Credential of "Administrator".
  • 'Category/Taxonomy' Row 2:
  • 'Effective Date' of "10/02/2023"
  • No 'End Date' on file
  • Practitioner Credential of "Medical Doctor".
  • The 'Inpatient Progress Notes' form must be accessible from the Chart View.
Steps
  1. Select "Client A" and access the 'Inpatient Progress Notes' form.
  2. Select "New Service" in the 'Progress Note For' field.
  3. Select the desired value in the 'Note Type' field.
  4. Enter the desired value in the 'Notes Field'.
  5. Enter "05/01/2023" in the 'Date Of Service' field.
  6. Select the desired value in the 'Service Charge Code' field.
  7. Populate all other required and desired fields.
  8. Select "Final" in the 'Draft/Final' field.
  9. Click [Submit] and close the form.
  10. Double click on "Client A" to access the Chart View.
  11. Select the 'Inpatient Progress Notes' form from the left-hand side.
  12. Select the episode used in the previous steps.
  13. Validate the previously filed note is displayed.
  14. Validate "Practitioner A" is displayed with the proper practitioner credentials based on the service date, which is "Administrator".
  15. Close the chart.
  16. Select "Client A" and access the 'Inpatient Progress Notes' form.
  17. Select "New Service" in the 'Progress Note For' field.
  18. Select the desired value in the 'Note Type' field.
  19. Enter the desired value in the 'Notes Field'.
  20. Enter "10/31/2023" in the 'Date Of Service' field.
  21. Select the desired value in the 'Service Charge Code' field.
  22. Populate all other required and desired fields.
  23. Select "Final" in the 'Draft/Final' field.
  24. Click [Submit] and close the form.
  25. Double click on "Client A" to access the Chart View.
  26. Select the 'Inpatient Progress Notes' form from the left-hand side.
  27. Select the episode used in the previous steps.
  28. Validate the previously filed note is displayed.
  29. Validate "Practitioner A" is displayed with the proper practitioner credentials based on the service date, which is "Medical Doctor".
  30. Close the chart.
Topics
• Progress Notes • Practitioner
Update 81 Summary | Details
Treatment Plan - Large amount edits to a row of problem data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
  • Treatment Plan - Problems grid
  • Dictionary Update (CWS)
Scenario 1: Treatment Plan - Field Data Validations
Specific Setup:
  • Have a treatment plan with a 'disabled ' field, set up as the last field in the Problem, Goals, Objective or Interventions sections. For example, a disabled "Scrolling Free Text" field
  • Have another field set up right before the disabled last field in each section, that requires a selection or input type entry. For example, a "Site Specific" dictionary or integer field.
  • Registry Setting "Enable Service Entry Restrictions by Client Treatment Plan "is set to "S".
  • Registry Setting "Activate Program/Service Code Filter" = "Y".
Steps
  1. Open the "Treatment Plan" form:
  2. Search and select a client in the 'Select Client' field.
  3. Enter a plan name in the "Plan Name" field.
  4. Enter the current date in the 'Plan Date' field.
  5. Select any value from the 'Plan Type' field.
  6. Select "Draft" from the 'Treatment Plan Status' field.
  7. Click [Launch Plan].
  8. Click [Add New Problem].
  9. Enter any value in the 'Problem Code' field.
  10. Enter any value in the 'Problem' field.
  11. Enter the current date in the 'Date of Onset' field.
  12. Select "Active" from the 'Status (Problem List)' field.
  13. Populate any other desired fields, except for the last two fields in the section.
  14. Navigate to the next to last field, which should be the one located right before the disabled field, as outline in the setup section.
  15. Select or input a value in the next to last field in the section.
  16. Click the 'Tab' key.
  17. Click [Back to Plan Page].
  18. Validate all data enter on the main section is populated as expected.
  19. Click [Launch Plan].
  20. Select the "Problem" added in step 1g.
  21. Validate all the fields are populated in the section as expected, including the value populated in next to last field of the section.
  22. Click [Add New Goal].
  23. Populate all the required and desired fields in the section, except for the last two fields in the section.
  24. Repeat steps 1m -1q.
  25. Validate the results are as expected.
  26. Click [Add New Objective].
  27. Populate all the required and desired fields in the section, except for the last two fields in the section.
  28. Repeat steps 1m-1q.
  29. Validate the results are as expected.
  30. Click [Add New Intervention].
  31. Populate all the required and desired fields in the section, except for the last two fields in the section.
  32. Repeat steps 1m-1q.
  33. Validate the results are as expected.
  34. Click [Back to Plan Page].
  35. Click [Submit].
  36. Open the "Treatment Plan" form:
  37. Search and select the same client used in the prior step, in the 'Select Client' field.
  38. Select the treatment plan just filed.
  39. Validate all data enter on the main section is populated as expected.
  40. Click to the view data field in "Problems", "Goals", "Objectives" and "Interventions" sections.
  41. Validate all data filed is present, as expected.
  42. Open the "Treatment Plan" form:
  43. Create another treatment plan for the client.
  44. Fill out the Problem and Intervention sections.
  45. In the Intervention, add some "Assigned Services".
  46. Delete the services that were just entered.
  47. Validate all the service rows were deleted.
  48. Click "Back to Plan Page".
  49. At this point, you can either finalize the form or you can Click "Close Form".
Scenario 2: Treatment Plan - Verify 'Problem List'
Specific Setup:
  • A client must be enrolled in an existing episode and have one or more problems that have been entered in the 'Problem List' form. (Client A)
  • "Client A" has a "Draft" of the 'Treatment Plan' filed (Plan A).
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Select "Plan A" and click [Edit].
  3. Right-click on the 'Plan Type' field.
  4. Validate a 'Plan Type' dialog stating: "Update Dictionary?"
  5. Click [Yes].
  6. Click [New Row].
  7. Enter any value in the 'Dictionary Code' field.
  8. Enter any value in the 'Dictionary Value' field.
  9. Select "Yes" in the 'Active' field.
  10. Click [Save].
  11. Validate a 'Save successful' dialog stating: "Exiting grid." and click [OK].
  12. Validate the new value is present in the 'Plan Type' field.
  13. Click on any problem in the 'Problem List' grid.
  14. Navigate to the 'DSM/ICD Code' column.
  15. Click [View].
  16. Validate the ICD10 Code item is equal to "Populated with the associated ICD10 code".
  17. Validate the ICD10 Description item is equal to "ICD10 description".
  18. Click [System Notes] - View button.
  19. Validate the 'Action' column is equal to "Action related to the problem".
  20. Validate the 'Date' column is equal to "Action date".
  21. Validate the 'Status' column is equal to "Status of problem".
  22. Validate the 'User' column is equal to "User logged in at time of action".
  23. Validate the 'From' column is equal to "From or option from which the action was created".
  24. Close the form.
  25. Select "Client A" and access the 'Treatment Plan' form.
  26. Create a new Treatment Plan for the 'Client A'.
  27. Click the "New Row" button for the 'Problems' field.
  28. Click the 'Problem' field and enter the desired problem and press the 'Enter' key.
  29. Validate the 'Problem search results' appears and works as expected.
  30. Select the desired value in the 'Status' field.
  31. Select all three problems to 'Include in this plan?'.
  32. Select "Draft" from the 'Treatment Plan Status' field.
  33. Click [Launch Plan].
  34. Select a problem to delete.
  35. Click [Delete Selected Item].
  36. Validate a 'Success' dialog stating: "Deleted 1 item successfully." and click [OK].
  37. Complete the plan by adding the desired goals, objectives, and interventions.
  38. Click [Return To Plan].
  39. Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK].
  40. Select "Final" from the 'Treatment Plan Status' field.
  41. Click [Submit].
Scenario 3: Problem List - Add / Edit / Void a problem
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Must have an "Active" and "Void" dictionary value defined for the 'Status (16214)' dictionary. The 'Active Status' extended dictionary data element defined for these values.
Steps
  1. Select "Client A" and access the 'Problem List' form.
  2. Click [View/Enter Problems].
  3. Select the desired problem in the 'Problem' field.
  4. Select "Active" in the 'Status' field.
  5. Populate all other desired fields.
  6. Click [Save], [Yes], and [Submit].
  7. Select "Client A" and access the 'Problem List' form.
  8. Click [View/Enter Problems].
  9. Validate the problem filed in the previous steps is displayed.
  10. Select "Void" in the 'Status' field.
  11. Click [Save], [Yes], and [Submit].
  12. Select "Client A" and access the 'Problem List' form.
  13. Click [View/Enter Problems].
  14. Validate the problem is no longer displayed since it has been voided.
  15. Close the form.
Topics
• Treatment Plan • Problem List • NX
Update 88 Summary | Details
Support for other products and modules
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • User Definition
  • Dynamic Form - Document Management Definition - Select Forms
  • Service Codes
  • Service Fee/Cross Reference Maintenance
  • Client Charge Input
  • Treatment Plan
  • Dynamic Form - Scheduling Calendar
  • Scheduling Calendar
  • Ambulatory Progress Notes
  • Ambulatory Progress Notes (Diagnosis Entry)
  • Inpatient Progress Notes (Diagnosis Entry)
  • Individual Progress Note
Scenario 1: Progress Notes (Group and Individual) - File a new service note with document routing enabled
Specific Setup:
  • The 'Progress Notes (Group and Individual)' form must have document routing enabled.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select the desired episode in the 'Select Episode' field.
  4. Select "New Service" in the 'Progress Note For' field.
  5. Select the desired value in the 'Note Type' field.
  6. Enter the desired value in the 'Notes Field'.
  7. Select the desired practitioner in the 'Practitioner' field.
  8. Enter the current date in the 'Date Of Service' field.
  9. Select the desired value in the 'Service Charge Code' field.
  10. Populate any other required and desired fields.
  11. Select "Final" in the 'Draft/Final' field.
  12. Click [File Note].
  13. Validate a 'Confirm Document' dialog is displayed.
  14. Validate all progress note data displays as expected.
  15. Click [Accept].
  16. Enter the password and click [Verify].
  17. Validate a message is displayed stating: Note Filed. Do you want to return to the Progress Notes form?
  18. Click [No].
  19. Access the 'Client Ledger' form.
  20. Select "Client A" in the 'Client ID' field.
  21. Select "All Episodes" from the 'Claim/Episode/All Episodes' field.
  22. Select "Simple" from the 'Ledger Type' field.
  23. Select "Yes" from the 'Include Zero Charges' field.
  24. Click [Process].
  25. Validate the Client Ledger Report page contains the service created in the previous steps.
  26. Click [Dismiss].
Scenario 2: 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 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.
  19. Click [Accept].
  20. Enter the password and click [Verify].
  21. Select "Client A" and access the 'Treatment Plan' form.
  22. Select the record from the previous steps and click [Edit].
  23. 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?
  24. Click [Yes].
  25. Validate the plan displays as expected and fields are disabled, except for the 'Current Status' field.
  26. Select "Completed" in the 'Current Status' field.
  27. Click [Submit].
  28. Validate a message is displayed stating: The following fields are updated: 'Current Status'.
  29. Click [OK].
  30. Select "Client A" and access the 'Treatment Plan' form.
  31. Select the record from the previous steps 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 selected in the 'Current Status' field.
  35. Close the form.
Topics
• Progress Notes
 

Avatar_CWS_2023_Monthly_Release_2023.03.02_Details.csv