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Avatar CWS 2023 Monthly Release 2023.04.00 Acceptance Tests

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Update 71 Summary | Details
The 'SYSTEM.cw_locus_assessment' and 'SYSTEM.cw_calocus_assessment' SQL tables
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • LOCUS Data Entry and Calculation
  • CALOCUS 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. Create reports using both the CWS 'SYSTEM.cw_locus_assessment' and PM 'CWSSYSTEM.cw_locus_assessment' SQL tables.
  25. Validate a row is displayed for the assessment filed for "Client A".
  26. Validate data displays as expected.
  27. Select "Client A" and access the 'LOCUS Data Entry and Calculation' form.
  28. Validate a Pre-Display is displayed with the assessment filed in the previous steps.
  29. Click [Edit].
  30. Validate all previously filed data is displayed.
  31. Click [Calculate Level of Care Recommendation].
  32. Validate the 'LOCUS Recommended Disposition' field contains "Level 2 - Low Intensity Community Based Services".
  33. Validate the 'Actual Disposition' field contains "Level 2 - Low Intensity Community Based Services".
  34. Select "Level 4 - Medically Monitored Community Based Services" in the 'Actual Disposition' field.
  35. Validate the 'Reason for Variance' is now enabled and required.
  36. Enter the desired value in the 'Reason for Variance' field.
  37. Click [Submit] and [Yes] to run the assessment report.
  38. Validate a 'LOCUS Assessment Results' report is displayed with the updated data.
  39. Close the report.
  40. Access Crystal Reports or other SQL Reporting Tool.
  41. Refresh the reports using the CWS 'SYSTEM.cw_locus_assessment' and PM 'CWSSYSTEM.cw_locus_assessment' SQL tables.
  42. Validate a row is displayed for the assessment filed for "Client A".
  43. Validate the updated data displays as expected.
  44. Select "Client A" and access the 'LOCUS Data Entry and Calculation' form.
  45. Validate a Pre-Display is displayed with the assessment filed in the previous steps.
  46. Click [Delete].
  47. Validate a message is displayed stating: Are you sure you want to delete this item?
  48. Click [Yes].
  49. Select "Client A" and access the 'LOCUS Data Entry and Calculation' form.
  50. Validate the assessment that was deleted in the previous steps is no longer displayed.
  51. Close the form.
  52. Access Crystal Reports or other SQL Reporting Tool.
  53. Refresh the reports using the CWS 'SYSTEM.cw_locus_assessment' and PM 'CWSSYSTEM.cw_locus_assessment' SQL tables.
  54. Validate the row for "Client A" is no longer displayed since the assessment was deleted.
  55. Close the reports.
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. Create reports using both the CWS 'SYSTEM.cw_calocus_assessment' and PM 'CWSSYSTEM.cw_calocus_assessment' SQL tables.
  28. Validate a row is displayed for the assessment filed for "Client A".
  29. Validate data displays as expected.
  30. Select "Client A" and access the 'CALOCUS Data Entry and Calculation' form.
  31. Validate a Pre-Display is displayed with the assessment filed in the previous steps.
  32. Click [Edit].
  33. Validate all previously filed data is displayed.
  34. Click [Calculate Level of Care Recommendation].
  35. Validate the 'CALOCUS Recommended Disposition' field contains "Level 2 - Low Intensity Community Based Services".
  36. Validate the 'Actual Disposition' field contains "Level 2 - Low Intensity Community Based Services".
  37. Select "Level 4 - Medically Monitored Community Based Services" in the 'Actual Disposition' field.
  38. Validate the 'Reason for Variance' is now enabled and required.
  39. Enter the desired value in the 'Reason for Variance' field.
  40. Click [Submit] and [Yes] to run the assessment report.
  41. Validate a 'CALOCUS Assessment Results' report is displayed with the updated data.
  42. Close the report.
  43. Access Crystal Reports or other SQL Reporting Tool.
  44. Refresh the reports using the CWS 'SYSTEM.cw_calocus_assessment' and PM 'CWSSYSTEM.cw_calocus_assessment' SQL tables.
  45. Validate a row is displayed for the assessment filed for "Client A".
  46. Validate the updated data displays as expected.
  47. Select "Client A" and access the 'CALOCUS Data Entry and Calculation' form.
  48. Validate a Pre-Display is displayed with the assessment filed in the previous steps.
  49. Click [Delete].
  50. Validate a message is displayed stating: Are you sure you want to delete this item?
  51. Click [Yes].
  52. Select "Client A" and access the 'CALOCUS Data Entry and Calculation' form.
  53. Validate the assessment that was deleted in the previous steps is no longer displayed.
  54. Close the form.
  55. Access Crystal Reports or other SQL Reporting Tool.
  56. Refresh the reports using the CWS 'SYSTEM.cw_calocus_assessment' and PM 'CWSSYSTEM.cw_calocus_assessment' SQL tables.
  57. Validate the row for "Client A" is no longer displayed since the assessment was deleted.
  58. Close the reports.
Topics
• LOCUS Data Entry and Calculation • CALOCUS Data Entry and Calculation
Update 73 Summary | Details
Medication Inventory Management - Overview
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Service Codes
Scenario 1: Medication Inventory Management - Registry Setting
Steps
  1. Open the "Registry Settings" form.
  2. Search for the registry setting "Enable Medication Inventory Management".
  3. Set the registry setting value to "Y".
  4. Submit the form.
  5. Open the "User definition" form.
  6. Select user ID.
  7. Navigate to "Forms and Tables" section.
  8. Click [Forms For User Access].
  9. Give R/W access to “Medication Inventory Management”.
  10. Click [Submit].
  11. Open the "Registry Settings" form.
  12. Search for the registry setting "Enable Medication Inventory Management".
  13. Set the registry setting value to "N".
  14. Submit the form.
  15. Open the "User definition" form.
  16. Select user ID.
  17. Navigate to "Forms and Tables" section.
  18. Click [Forms For User Access].
  19. Ensure “Medication Inventory Management” form is not included.
Scenario 2: Medication Inventory Management - Setup
Steps
  1. Open the "Registry Settings" form.
  2. Search for the registry setting "Enable Medication Inventory Management".
  3. Set the registry setting value to "Y".
  4. Submit the form.
  5. Open the "User definition" form.
  6. Select user ID.
  7. Navigate to “Forms and Table” section.
  8. Click on Select forms for user access.
  9. Fill out all required fields.
  10. Refresh menus
  11. Open the "Service Codes" form.
  12. Click add new service radio button.
  13. Enter service code.
  14. Enter service code definition.
  15. Click both on service required by.
  16. Select “Yes” on “Is This a Procedure".
  17. Select either “Vaccine/Immunization” or “Medication Administration” in “Event Type”.
  18. Submit the form.
  19. A dictionary for Event Type (74409) has been added to the system. Open Dictionary Update form under the CWS menu.
  20. Select "Other CWS Tabled Files" from the "File" dropdown list.
  21. Click on Data element Number radio button.
  22. Enter 74409 on Data element search.
  23. Enter dictionary code.
  24. Enter description.
  25. There are 2 extended data elements for this the "Event Type" dictionary that must also be set: Impact (77410) for which valid values are “Subtract” and “Add” which indicates which type of event when you receive/adjust inventory. Additionally, "Require Inventory Event Note” (74422) for which valid values are “Yes” and “No” that will make a note required when inventory is adjusted.
Medication Inventory Management - Template Definition
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Medication Inventory Management
  • Service Codes
Scenario 1: Medication Inventory Management - Template Definition
Specific Setup:
  • Enable the Registry Setting "Enable Medication Inventory Management" by setting it to "Yes".
  • Using the "User Definition" form
  • Give the user access to the "Medication Inventory Management" form.
  • Refresh menus.
  • Using the "Service Codes" form
  • Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration".
  • "Is This Service a Procedure" must be set to "Yes".
  • "Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration".
  • There are some dictionaries that are needed for "Medication Inventory Management".
  • The dictionaries are installed with the update.
  • Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action.
  • This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note".
  • The dictionary comes prepopulated with information but it can be modified, added to, etc.
  • Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location".
  • This dictionary is user defined.
  • Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer".
  • This dictionary is prepopulated but can be modified.
Steps
  1. Opening the “Medication Inventory Management” form.
  2. There must be a Template Definition for every inventory item in the system.
  3. Click [Template Definition]
  4. Select "Add New (NTST_ADDNEW)" on "Select Template Definition".
  5. Enter the inventory item name in the "Medication Search" field.
  6. Select the item.
  7. Validate that Drug Class, Micromedex CGID, DEA Schedule, Medication Name, Strength and Route of Administration all are populated based on the item chosen.
  8. Enter all remaining required fields including the "Service Code" field which should be the service code from setup.
  9. Click [Submit].
  10. Select the template that was just added in "Select Template Definition".
  11. Validate all the entered values are populated.
  12. Repeat steps 2a-2l until all inventory items are defined.
  13. Click [Discard].
  14. Click [Cancel].
Medication Inventory Management - Medication Template
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Service Codes
  • Medication Inventory Management
Scenario 1: Medication Inventory Management - Medication Definition
Specific Setup:
  • Enable the Registry Setting "Enable Medication Inventory Management" = "Yes".
  • Using the "User Definition" form
  • Give the user access to the "Medication Inventory Management" form.
  • Refresh menus.
  • Using the "Service Codes" form
  • Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration".
  • "Is This Service a Procedure" must be set to "Yes".
  • "Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration".
  • There are some dictionaries that are needed for "Medication Inventory Management".
  • The dictionaries are installed with the update.
  • Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action.
  • This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note".
  • The dictionary comes prepopulated with information but it can be modified, added to, etc.
  • Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location".
  • This dictionary is user defined.
  • Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer".
  • This dictionary is prepopulated but can be modified.
Steps
  1. Open the "Medication Inventory Management" form.
  2. Click [Template Definition].
  3. Select "Add New (NTST_ADDNEW)" from the "Select Template Definition" dropdown.
  4. Click [Medication Definition].
  5. Set "Medication Search" to a valid medication name.
  6. Validate the "Strength", "Form", "Route of Administration" populates based on the "Template Definition",
  7. Populate the remaining required fields.
  8. Click [Submit].
  9. Click [Discard].
  10. Click [Medication Definition].
  11. Select the template in the "Select Template" dropdown.
  12. Validate the "Template Details" table is populated from the information from the "Template Definition".
  13. Select the location where the vaccine/medication will be stored from the "Inventory Location" dropdown.
  14. Select "Add New" from the "Select Medication Definition" dropdown to add a new "Medication Definition".
  15. Set the "Lot #".
  16. Set the "NDC #".
  17. Set the "Container Size".
  18. Set the "Expiration Date"
  19. Select the "Manufacturer" from the dropdown.
  20. Click [Submit].
  21. Click [Medication Definition].
  22. Select the template in the "Select Template" dropdown.
  23. Validate the "Template Details" table is populated from the information from the "Template Definition".
  24. Select the location where the vaccine/medication will be stored from the "Inventory Location" dropdown.
  25. Select the existing "Medication Definition" from the "Select Medication Definition" dropdown to view/edit an existing "Medication Definition".
  26. Validate the data that is displayed.
  27. Correct or validate the data.
  28. Click [Submit].
  29. Click [Discard].
Medication Inventory Management - Adjust Inventory
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Medication Inventory Management
Scenario 1: Medication Inventory Management - Adjust Inventory
Specific Setup:
  • Enable the Registry Setting "Enable Medication Inventory Management" by setting it to "Yes".
  • Using the "User Definition" form
  • Give the user access to the "Medication Inventory Management" form.
  • Refresh menus.
  • Using the "Service Codes" form
  • Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration".
  • "Is This Service a Procedure" must be set to "Yes".
  • "Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration".
  • There are some dictionaries that are needed for "Medication Inventory Management".
  • The dictionaries are installed with the update.
  • Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action.
  • This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note".
  • The dictionary comes prepopulated with information, but it can be modified, added to, etc.
  • Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location".
  • This dictionary is user defined.
  • Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer".
  • This dictionary is prepopulated but can be modified.
Steps
  1. Open the "Medication Inventory Management" form.
  2. Click [Adjust Inventory].
  3. On this form, "Inventory Location", "Manufacturer", "Medication", "Lot #", "Include Inactive Lots" are all filters to control what data appears in the "Inventory Items" table. If you don't use any filters, then the table will show all inventory items.
  4. Select a row of data in "Select Row" to either receive or remove quantities of inventory.
  5. Event Date and Event Time are populated with the current date and time of day.
  6. Select an event type in the "Event Type" field.
  7. The "Impact" field is defaulted for the "Event Type" chosen based on the data dictionary for "Event Type" extended data element value "Impact".
  8. Place a quantity in the "Quantity" field.
  9. If the inventory item is an immunization/vaccine, then select a funding source in "Funding Source" field.
  10. A note can be added and is required when the "Event Type" chosen has an extended data element stipulating a note is required.
  11. Note that a row is added to the "Event Log" table.
  12. Click "Discard".
Medication Inventory Management - Overview
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Medication Inventory Management
  • Service Codes
Scenario 1: Medication Inventory Management - Setup/Configuration
Specific Setup:
  • Enable the Registry Setting "Enable Medication Inventory Management" by setting it to "Yes".
  • Using the "User Definition" form
  • Give the user access to the "Medication Inventory Management" form.
  • Refresh menus.
  • Using the "Service Codes" form
  • Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration".
  • "Is This Service a Procedure" must be set to "Yes".
  • "Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration".
  • There are some dictionaries that are needed for "Medication Inventory Management".
  • The dictionaries are installed with the update.
  • Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action.
  • This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note".
  • The dictionary comes prepopulated with information but it can be modified, added to, etc.
  • Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location".
  • This dictionary is user defined.
  • Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer".
  • This dictionary is prepopulated but can be modified.
Steps
  1. Opening the “Medication Inventory Management” form.
  2. Click [Setup/Config] Action.
  3. Select an inventory administration event type with an impact of subtract in "Default Event Code: Administration".
  4. Select an inventory administration event type with an impact of add in the "Default Event Code: Receipt of Inventory".
  5. Enter the number of days prior to expiring that inventory items are indicated to be indicated expiring/expired in the "Inventory Management Overview".
  6. Enter the quantity of inventory at which inventory items are indicated to be indicated at or lower than the threshold in the "Inventory Management Overview".
  7. Click [Submit].
  8. Click [OK].
  9. Click [Discard].
Scenario 2: Medication Inventory Management - Overview
Specific Setup:
  • Enable the Registry Setting "Enable Medication Inventory Management" by setting it to "Yes".
  • Using the "User Definition" form
  • Give the user access to the "Medication Inventory Management" form.
  • Refresh menus.
  • Using the "Service Codes" form
  • Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration".
  • "Is This Service a Procedure" must be set to "Yes".
  • "Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration".
  • There are some dictionaries that are needed for "Medication Inventory Management".
  • The dictionaries are installed with the update.
  • Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action.
  • This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note".
  • The dictionary comes prepopulated with information but it can be modified, added to, etc.
  • Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location".
  • This dictionary is user defined.
  • Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer".
  • This dictionary is prepopulated but can be modified.
Steps
  1. Open the “Medication Inventory Management” form.
  2. Validate all fields are getting displayed.
  3. Validate all inventory items are getting displayed.
  4. Validate quantity that are lower than the "Setup/Config" setting of "Low Inventory Indicator" displays in red text.
  5. Validate expiration date that are expired will be display in red text
  6. Validate expiration dates that are due to expire will be display in orange text.
  7. Select a row in the "Inventory Overview" table.
  8. Select and verify "Launch Template Definition".
  9. Validate the "Template Definition" form is launched and is populated with the data for the inventory item from the row selected in the "Inventory Items" table.
  10. Edit the data.
  11. Click [Submit].
  12. Click [Discard].
  13. Select and verify "Launch Medication Definition".
  14. Validate the "Medication Definition" form is launched and is populated with the data for the inventory item from the row selected in the "inventory Items" table.
  15. Edit the data.
  16. Click [Submit].
  17. Click [Discard].
  18. Select and verify "Launch Event Definition".
  19. Validate the "Adjust Inventory" form is launched and is populated with the data from the row chosen on the "Inventory Items" table.
  20. Select an "Event Type".
  21. Enter a Quantity.
  22. Click [Submit].
  23. Note the change in the "Inventory Items" table.
  24. Select a location in the "Inventory Location" and validate only the table rows that apply to the Inventory Location display in the table.
  25. Remove the location from "Inventory Location".
  26. Select an immunization/vaccine/medication name and validate only the table rows that apply to the medication display.
  27. Remove medication name from "Medication Name".
  28. Select a lot number from a row(s) in the table and enter the "Lot #".
  29. Validate only the rows with that Lot # display in the "Inventory Overview" table.
  30. Remove the lot # from "Lot #".
  31. Select manufacturer from a row(s) in the table and enter the "Manufacturer".
  32. Validate only the rows with that manufacturer display in the "Inventory Overview" table.
  33. Remove the manufacturer from "Manufacturer".
  34. Click "Yes" for "Include Inactive Lots" checkbox.
  35. Validate that rows that have been marked as inactive display along with active rows in the table.
Medication Inventory Management - Medication Definition
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Service Codes
  • Medication Inventory Management
Scenario 1: Medication Inventory Management - Medication Definition
Specific Setup:
  • Enable the Registry Setting "Enable Medication Inventory Management" = "Yes".
  • Using the "User Definition" form
  • Give the user access to the "Medication Inventory Management" form.
  • Refresh menus.
  • Using the "Service Codes" form
  • Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration".
  • "Is This Service a Procedure" must be set to "Yes".
  • "Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration".
  • There are some dictionaries that are needed for "Medication Inventory Management".
  • The dictionaries are installed with the update.
  • Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action.
  • This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note".
  • The dictionary comes prepopulated with information but it can be modified, added to, etc.
  • Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location".
  • This dictionary is user defined.
  • Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer".
  • This dictionary is prepopulated but can be modified.
Steps
  1. Open the "Medication Inventory Management" form.
  2. Click [Template Definition].
  3. Select "Add New (NTST_ADDNEW)" from the "Select Template Definition" dropdown.
  4. Click [Medication Definition].
  5. Set "Medication Search" to a valid medication name.
  6. Validate the "Strength", "Form", "Route of Administration" populates based on the "Template Definition",
  7. Populate the remaining required fields.
  8. Click [Submit].
  9. Click [Discard].
  10. Click [Medication Definition].
  11. Select the template in the "Select Template" dropdown.
  12. Validate the "Template Details" table is populated from the information from the "Template Definition".
  13. Select the location where the vaccine/medication will be stored from the "Inventory Location" dropdown.
  14. Select "Add New" from the "Select Medication Definition" dropdown to add a new "Medication Definition".
  15. Set the "Lot #".
  16. Set the "NDC #".
  17. Set the "Container Size".
  18. Set the "Expiration Date"
  19. Select the "Manufacturer" from the dropdown.
  20. Click [Submit].
  21. Click [Medication Definition].
  22. Select the template in the "Select Template" dropdown.
  23. Validate the "Template Details" table is populated from the information from the "Template Definition".
  24. Select the location where the vaccine/medication will be stored from the "Inventory Location" dropdown.
  25. Select the existing "Medication Definition" from the "Select Medication Definition" dropdown to view/edit an existing "Medication Definition".
  26. Validate the data that is displayed.
  27. Correct or validate the data.
  28. Click [Submit].
  29. Click [Discard].
Medication Inventory Management - Adjust Inventory
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Medication Inventory Management
Scenario 1: Medication Inventory Management - Adjust Inventory
Specific Setup:
  • Enable the Registry Setting "Enable Medication Inventory Management" by setting it to "Yes".
  • Using the "User Definition" form
  • Give the user access to the "Medication Inventory Management" form.
  • Refresh menus.
  • Using the "Service Codes" form
  • Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration".
  • "Is This Service a Procedure" must be set to "Yes".
  • "Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration".
  • There are some dictionaries that are needed for "Medication Inventory Management".
  • The dictionaries are installed with the update.
  • Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action.
  • This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note".
  • The dictionary comes prepopulated with information, but it can be modified, added to, etc.
  • Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location".
  • This dictionary is user defined.
  • Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer".
  • This dictionary is prepopulated but can be modified.
Steps
  1. Open the "Medication Inventory Management" form.
  2. Click [Adjust Inventory].
  3. On this form, "Inventory Location", "Manufacturer", "Medication", "Lot #", "Include Inactive Lots" are all filters to control what data appears in the "Inventory Items" table. If you don't use any filters, then the table will show all inventory items.
  4. Select a row of data in "Select Row" to either receive or remove quantities of inventory.
  5. Event Date and Event Time are populated with the current date and time of day.
  6. Select an event type in the "Event Type" field.
  7. The "Impact" field is defaulted for the "Event Type" chosen based on the data dictionary for "Event Type" extended data element value "Impact".
  8. Place a quantity in the "Quantity" field.
  9. If the inventory item is an immunization/vaccine, then select a funding source in "Funding Source" field.
  10. A note can be added and is required when the "Event Type" chosen has an extended data element stipulating a note is required.
  11. Note that a row is added to the "Event Log" table.
  12. Click "Discard".
Medication Inventory Management - Medication Definition
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Medication Inventory Management
  • Service Codes
Scenario 1: Medication Inventory Management - Template Definition
Specific Setup:
  • Enable the Registry Setting "Enable Medication Inventory Management" by setting it to "Yes".
  • Using the "User Definition" form
  • Give the user access to the "Medication Inventory Management" form.
  • Refresh menus.
  • Using the "Service Codes" form
  • Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration".
  • "Is This Service a Procedure" must be set to "Yes".
  • "Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration".
  • There are some dictionaries that are needed for "Medication Inventory Management".
  • The dictionaries are installed with the update.
  • Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action.
  • This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note".
  • The dictionary comes prepopulated with information but it can be modified, added to, etc.
  • Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location".
  • This dictionary is user defined.
  • Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer".
  • This dictionary is prepopulated but can be modified.
Steps
  1. Opening the “Medication Inventory Management” form.
  2. There must be a Template Definition for every inventory item in the system.
  3. Click [Template Definition]
  4. Select "Add New (NTST_ADDNEW)" on "Select Template Definition".
  5. Enter the inventory item name in the "Medication Search" field.
  6. Select the item.
  7. Validate that Drug Class, Micromedex CGID, DEA Schedule, Medication Name, Strength and Route of Administration all are populated based on the item chosen.
  8. Enter all remaining required fields including the "Service Code" field which should be the service code from setup.
  9. Click [Submit].
  10. Select the template that was just added in "Select Template Definition".
  11. Validate all the entered values are populated.
  12. Repeat steps 2a-2l until all inventory items are defined.
  13. Click [Discard].
  14. Click [Cancel].
Medication Inventory Management - Medication Definition
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Service Codes
  • Medication Inventory Management
Scenario 1: Medication Inventory Management - Medication Definition
Specific Setup:
  • Enable the Registry Setting "Enable Medication Inventory Management" = "Yes".
  • Using the "User Definition" form
  • Give the user access to the "Medication Inventory Management" form.
  • Refresh menus.
  • Using the "Service Codes" form
  • Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration".
  • "Is This Service a Procedure" must be set to "Yes".
  • "Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration".
  • There are some dictionaries that are needed for "Medication Inventory Management".
  • The dictionaries are installed with the update.
  • Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action.
  • This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note".
  • The dictionary comes prepopulated with information but it can be modified, added to, etc.
  • Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location".
  • This dictionary is user defined.
  • Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer".
  • This dictionary is prepopulated but can be modified.
Steps
  1. Open the "Medication Inventory Management" form.
  2. Click [Template Definition].
  3. Select "Add New (NTST_ADDNEW)" from the "Select Template Definition" dropdown.
  4. Click [Medication Definition].
  5. Set "Medication Search" to a valid medication name.
  6. Validate the "Strength", "Form", "Route of Administration" populates based on the "Template Definition",
  7. Populate the remaining required fields.
  8. Click [Submit].
  9. Click [Discard].
  10. Click [Medication Definition].
  11. Select the template in the "Select Template" dropdown.
  12. Validate the "Template Details" table is populated from the information from the "Template Definition".
  13. Select the location where the vaccine/medication will be stored from the "Inventory Location" dropdown.
  14. Select "Add New" from the "Select Medication Definition" dropdown to add a new "Medication Definition".
  15. Set the "Lot #".
  16. Set the "NDC #".
  17. Set the "Container Size".
  18. Set the "Expiration Date"
  19. Select the "Manufacturer" from the dropdown.
  20. Click [Submit].
  21. Click [Medication Definition].
  22. Select the template in the "Select Template" dropdown.
  23. Validate the "Template Details" table is populated from the information from the "Template Definition".
  24. Select the location where the vaccine/medication will be stored from the "Inventory Location" dropdown.
  25. Select the existing "Medication Definition" from the "Select Medication Definition" dropdown to view/edit an existing "Medication Definition".
  26. Validate the data that is displayed.
  27. Correct or validate the data.
  28. Click [Submit].
  29. Click [Discard].
Medication Inventory Management - Adjust Inventory
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Medication Inventory Management
Scenario 1: Medication Inventory Management - Adjust Inventory
Specific Setup:
  • Enable the Registry Setting "Enable Medication Inventory Management" by setting it to "Yes".
  • Using the "User Definition" form
  • Give the user access to the "Medication Inventory Management" form.
  • Refresh menus.
  • Using the "Service Codes" form
  • Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration".
  • "Is This Service a Procedure" must be set to "Yes".
  • "Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration".
  • There are some dictionaries that are needed for "Medication Inventory Management".
  • The dictionaries are installed with the update.
  • Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action.
  • This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note".
  • The dictionary comes prepopulated with information, but it can be modified, added to, etc.
  • Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location".
  • This dictionary is user defined.
  • Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer".
  • This dictionary is prepopulated but can be modified.
Steps
  1. Open the "Medication Inventory Management" form.
  2. Click [Adjust Inventory].
  3. On this form, "Inventory Location", "Manufacturer", "Medication", "Lot #", "Include Inactive Lots" are all filters to control what data appears in the "Inventory Items" table. If you don't use any filters, then the table will show all inventory items.
  4. Select a row of data in "Select Row" to either receive or remove quantities of inventory.
  5. Event Date and Event Time are populated with the current date and time of day.
  6. Select an event type in the "Event Type" field.
  7. The "Impact" field is defaulted for the "Event Type" chosen based on the data dictionary for "Event Type" extended data element value "Impact".
  8. Place a quantity in the "Quantity" field.
  9. If the inventory item is an immunization/vaccine, then select a funding source in "Funding Source" field.
  10. A note can be added and is required when the "Event Type" chosen has an extended data element stipulating a note is required.
  11. Note that a row is added to the "Event Log" table.
  12. Click "Discard".
Medication Inventory Management - Setup/Config
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Medication Inventory Management
  • Service Codes
Scenario 1: Medication Inventory Management - Setup/Configuration
Specific Setup:
  • Enable the Registry Setting "Enable Medication Inventory Management" by setting it to "Yes".
  • Using the "User Definition" form
  • Give the user access to the "Medication Inventory Management" form.
  • Refresh menus.
  • Using the "Service Codes" form
  • Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration".
  • "Is This Service a Procedure" must be set to "Yes".
  • "Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration".
  • There are some dictionaries that are needed for "Medication Inventory Management".
  • The dictionaries are installed with the update.
  • Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action.
  • This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note".
  • The dictionary comes prepopulated with information but it can be modified, added to, etc.
  • Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location".
  • This dictionary is user defined.
  • Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer".
  • This dictionary is prepopulated but can be modified.
Steps
  1. Opening the “Medication Inventory Management” form.
  2. Click [Setup/Config] Action.
  3. Select an inventory administration event type with an impact of subtract in "Default Event Code: Administration".
  4. Select an inventory administration event type with an impact of add in the "Default Event Code: Receipt of Inventory".
  5. Enter the number of days prior to expiring that inventory items are indicated to be indicated expiring/expired in the "Inventory Management Overview".
  6. Enter the quantity of inventory at which inventory items are indicated to be indicated at or lower than the threshold in the "Inventory Management Overview".
  7. Click [Submit].
  8. Click [OK].
  9. Click [Discard].
Medication Inventory Management - Bar Code Scanning
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Medication Inventory Management
Scenario 1: Medication Inventory Management - Receive Inventory
Specific Setup:
  • Enable the Registry Setting "Enable Medication Inventory Management" by setting it to "Yes".
  • Using the "User Definition" form
  • Give the user access to the "Medication Inventory Management" form.
  • Refresh menus.
  • Using the "Service Codes" form
  • Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration".
  • "Is This Service a Procedure" must be set to "Yes".
  • "Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration".
  • There are some dictionaries that are needed for "Medication Inventory Management".
  • The dictionaries are installed with the update.
  • Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action.
  • This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note".
  • The dictionary comes prepopulated with information, but it can be modified, added to, etc.
  • Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location".
  • This dictionary is user defined.
  • Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer".
  • This dictionary is prepopulated but can be modified.
Steps
  1. Open the "Medication Inventory Management" form.
  2. Click [Receive Inventory].
  3. Select the location the inventory will be stored in the "Inventory Location" dropdown.
  4. Tab to the "Place Focus Here. Scan One Item. Tab Off Field. Complete Bottom Portion OF Form" field.
  5. Using a bar code scanner, scan in the bar code from the inventory item.
  6. Note: If you don't have a bar code scanner, then you can manually key the NDC information into the "Place Focus Here. Scan One Item. Tab Off Field. Complete Bottom Portion OF Form" in the following format NDC|Expiration Date|Lot #|Serial #.
  7. The NDC/Expiration Date/Lot/Serial # populates the "Place Focus Here. Scan One Item. Tab Off Field. Complete Bottom Portion OF Form" field.
  8. Tab off of the field and the information from the field populates some fields on the form.
  9. Select "Add New Item" in "Select Row".
  10. Select an existing template definition in the "Select Template" dropdown.
  11. If one doesn't exist, then click [Template Definition] to create a "Template Definition" to associate to the inventory item.
  12. Validate the "Template Details" table is populated with the inventory item information.
  13. Populate the "Container Size" and "Total Quantity Received" fields.
  14. Click [Add/Update Row].
  15. Validate the "Items Received" table is populated with the data that was just entered.
  16. Repeat the previous steps 1c-1m for any remaining inventory items to be received into inventory.
  17. Add several rows.
  18. Click "Select Row" and select one of the rows in the "Items Received" table.
  19. Click [Remove Row].
  20. Validate the row was removed from the "Items Received" table.
  21. Click [Submit].
  22. Click [Discard].
  23. Click "Cancel".
Medication Inventory Management - Bar Code Scanning
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Medication Inventory Management
Scenario 1: Medication Inventory Management - Receive Inventory
Specific Setup:
  • Enable the Registry Setting "Enable Medication Inventory Management" by setting it to "Yes".
  • Using the "User Definition" form
  • Give the user access to the "Medication Inventory Management" form.
  • Refresh menus.
  • Using the "Service Codes" form
  • Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration".
  • "Is This Service a Procedure" must be set to "Yes".
  • "Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration".
  • There are some dictionaries that are needed for "Medication Inventory Management".
  • The dictionaries are installed with the update.
  • Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action.
  • This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note".
  • The dictionary comes prepopulated with information, but it can be modified, added to, etc.
  • Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location".
  • This dictionary is user defined.
  • Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer".
  • This dictionary is prepopulated but can be modified.
Steps
  1. Open the "Medication Inventory Management" form.
  2. Click [Receive Inventory].
  3. Select the location the inventory will be stored in the "Inventory Location" dropdown.
  4. Tab to the "Place Focus Here. Scan One Item. Tab Off Field. Complete Bottom Portion OF Form" field.
  5. Using a bar code scanner, scan in the bar code from the inventory item.
  6. Note: If you don't have a bar code scanner, then you can manually key the NDC information into the "Place Focus Here. Scan One Item. Tab Off Field. Complete Bottom Portion OF Form" in the following format NDC|Expiration Date|Lot #|Serial #.
  7. The NDC/Expiration Date/Lot/Serial # populates the "Place Focus Here. Scan One Item. Tab Off Field. Complete Bottom Portion OF Form" field.
  8. Tab off of the field and the information from the field populates some fields on the form.
  9. Select "Add New Item" in "Select Row".
  10. Select an existing template definition in the "Select Template" dropdown.
  11. If one doesn't exist, then click [Template Definition] to create a "Template Definition" to associate to the inventory item.
  12. Validate the "Template Details" table is populated with the inventory item information.
  13. Populate the "Container Size" and "Total Quantity Received" fields.
  14. Click [Add/Update Row].
  15. Validate the "Items Received" table is populated with the data that was just entered.
  16. Repeat the previous steps 1c-1m for any remaining inventory items to be received into inventory.
  17. Add several rows.
  18. Click "Select Row" and select one of the rows in the "Items Received" table.
  19. Click [Remove Row].
  20. Validate the row was removed from the "Items Received" table.
  21. Click [Submit].
  22. Click [Discard].
  23. Click "Cancel".
Medication Inventory Management - Bar Code Scanning
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Medication Inventory Management
Scenario 1: Medication Inventory Management - Receive Inventory
Specific Setup:
  • Enable the Registry Setting "Enable Medication Inventory Management" by setting it to "Yes".
  • Using the "User Definition" form
  • Give the user access to the "Medication Inventory Management" form.
  • Refresh menus.
  • Using the "Service Codes" form
  • Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration".
  • "Is This Service a Procedure" must be set to "Yes".
  • "Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration".
  • There are some dictionaries that are needed for "Medication Inventory Management".
  • The dictionaries are installed with the update.
  • Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action.
  • This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note".
  • The dictionary comes prepopulated with information, but it can be modified, added to, etc.
  • Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location".
  • This dictionary is user defined.
  • Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer".
  • This dictionary is prepopulated but can be modified.
Steps
  1. Open the "Medication Inventory Management" form.
  2. Click [Receive Inventory].
  3. Select the location the inventory will be stored in the "Inventory Location" dropdown.
  4. Tab to the "Place Focus Here. Scan One Item. Tab Off Field. Complete Bottom Portion OF Form" field.
  5. Using a bar code scanner, scan in the bar code from the inventory item.
  6. Note: If you don't have a bar code scanner, then you can manually key the NDC information into the "Place Focus Here. Scan One Item. Tab Off Field. Complete Bottom Portion OF Form" in the following format NDC|Expiration Date|Lot #|Serial #.
  7. The NDC/Expiration Date/Lot/Serial # populates the "Place Focus Here. Scan One Item. Tab Off Field. Complete Bottom Portion OF Form" field.
  8. Tab off of the field and the information from the field populates some fields on the form.
  9. Select "Add New Item" in "Select Row".
  10. Select an existing template definition in the "Select Template" dropdown.
  11. If one doesn't exist, then click [Template Definition] to create a "Template Definition" to associate to the inventory item.
  12. Validate the "Template Details" table is populated with the inventory item information.
  13. Populate the "Container Size" and "Total Quantity Received" fields.
  14. Click [Add/Update Row].
  15. Validate the "Items Received" table is populated with the data that was just entered.
  16. Repeat the previous steps 1c-1m for any remaining inventory items to be received into inventory.
  17. Add several rows.
  18. Click "Select Row" and select one of the rows in the "Items Received" table.
  19. Click [Remove Row].
  20. Validate the row was removed from the "Items Received" table.
  21. Click [Submit].
  22. Click [Discard].
  23. Click "Cancel".
Topics
• NX • Medication Inventory Management
Update 79 Summary | Details
Lab Result for RxConnect
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Reports/Labels.Periodic.Lab Results
Scenario 1: Validate 'Lab Results' with attribute 'LabSource' set as "Avatar"
Specific Setup:
  • Lab Results from Avatar
Steps
  1. Go to Reports/Labels > Periodic > Lab Results.
  2. Set the date range where results would be available.
  3. Set 'Find Item' to "Account Number" with lab results.
  4. Click [Run].
  5. Validate the report contains data for the selected 'Account Number' only.
  6. Set 'Find Item' to be empty,
  7. Click [Run].
  8. Validate the report contains data for all the accounts in the date range.
Topics
• Reports/Labels
Update 84 Summary | Details
CWS - Uncoded allergies
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Allergies and Hypersensitivities
  • Orders This Episode
  • CareFabric Monitor
  • HL7 Connection Monitor
  • Medical Note
  • BedBoard
  • eMAR
  • Launch OrderConnect
  • Current Medication Profile
Scenario 1: Uncoded Allergies
Specific Setup:
  • In order to utilize this functionality the following updates must be installed:
  • Avatar CWS 2023 Update 84
  • Avatar OE 2023 Update 41
  • Avatar eMAR 2023 Update 22
  • Avatar CareFabric 2023 Update 63
  • Avatar HL7 2023 Update 8
  • RADplus Client Update 3392.007
  • A client must be admitted to an inpatient episode with no allergies existing. (Client A)
  • "Client A" must be associated with a user role. (HomeviewCLINICIAN)
  • Two users must exist. One that is associated with a user role (User A) and one who is not. (User B)
  • The 'Avatar CWS->CWS Utilities->Set System Defaults->CWS Allergies->->Allow Access to Uncoded Allergies' registry setting must be set to "HomeviewCLINICIAN".
  • Please log out of the application and log back in after completing the above configuration.
  • Make note of the 'Unit' and 'Room' associated with "Client A".
  • "User A" must be logged into the application.
Steps
  1. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  2. Validate that no values are selected in the 'Known Medications Allergies' and 'Known Food Allergies' fields.
  3. Click [Update].
  4. Click [New Row] and add a row for "BASIC CARE IBUPROFEN" with the following 'Comment' of "do not administer ibuprofen".
  5. Click [New Row] and add a row for "Uncoded Drug (Uncoded-Drug)" with the following 'Comment' of "Uncoded Drug- Prozatec".
  6. Click [New Row] and add a row for "Uncoded Environmental (Uncoded-Envr)" with the following 'Comment' of "Uncoded Environment - Thunderstorm".
  7. Click [New Row] and add a row for "Uncoded Food (Uncoded-Food)" with the following 'Comment' of "Uncoded Food - Peanut oil".
  8. Click [Save].
  9. Validate the 'Known Medication Allergies' field is disabled and has "Yes" selected.
  10. Validate the 'Known Food Allergies' field is disabled and has "Yes" selected.
  11. Click [Submit].
  12. Access the 'Allergies and Hypersensitivities' form.
  13. Validate the 'Client Information' banner contains "Allergies (4) 1) BASIC CARE IBUPROFEN - Confirmed 2) Uncoded Drug: Uncoded Drug- Prozatec - Confirmed 3) Uncoded Environmental: Uncoded Environment - Thunderstorm - Confirmed 4) Uncoded Food: Uncoded Food - Peanut oil - Confirmed".
  14. Click [Display] in the 'Allergies and Hypersensitivities' form and validate a 'Client Allergies/Hypersensitivities' report is displayed and includes all of the information entered in the 'Allergies and Hypersensitivities' form and close the report and the form.
  15. Open the Client Dashboard and validate the 'Client Information' banner contains "Allergies (4) 1) BASIC CARE IBUPROFEN - Confirmed 2) Uncoded Drug: Uncoded Drug- Prozatec - Confirmed 3) Uncoded Environmental: Uncoded Environment - Thunderstorm - Confirmed 4) Uncoded Food: Uncoded Food - Peanut oil - Confirmed" and click [Close].
  16. Access "Med Note" and click "Allergies" on the 'Facesheet' tab.
  17. Validate the following are displayed:
  18. BASIC CARE IBUPROFEN
  19. Uncoded Drug: Uncoded Drug - Prozatec
  20. Uncoded Environmental: Uncoded Environment - Thunderstorm
  21. Uncoded Food: Uncoded Food - Peanut oil
  22. Click [Reviewed with Client].
  23. Select the 'BedBoard' widget.
  24. Click the unit associated with "Client A".
  25. Select "Client A" under the appropriate room number.
  26. Validate that under 'Allergies" that the following is displayed: "BASIC CARE IBUPROFEN (Severity);Uncoded Drug (Severity);Uncoded Environmental (Severity);Uncoded Food (Severity)" and click [Cancel].
  27. Access the Order Entry Console.
  28. Validate the 'Client Information' banner contains the following: "Allergies (4)↳Allergies Reviewed=Yes (Date Reviewed) ↳1) BASIC CARE IBUPROFEN - Status ↳2) Uncoded Drug: Uncoded Drug- Prozatec - Status ↳3) Uncoded Environmental: Uncoded Environment - Thunderstorm - Status ↳4) Uncoded Food: Uncoded Food - Peanut oil - Status".
  29. Search for and select "BASIC CARE IBUPROFEN" in the 'New Order' field.
  30. Validate a warning indicator and "At least one warning has been found with this order" appears under the 'New Order' field.
  31. Click the link and validate the following is displayed in the 'Interactions' dialog on the 'Interactions' tab:
  32. Uncoded Allergies Filed Warning: The following uncoded allergies are on file for TESTA,ALLERGY (Client ID: 1468): Uncoded Drug: Uncoded Drug- Prozatec, Uncoded Environmental: Uncoded Environment - Thunderstorm, Uncoded Food: Uncoded Food - Peanut oil. These allergies will be not be screened for drug interactions. Allergy Interaction(s) Reaction Severity Filter Level being used: # Drug: BASIC CARE IBUPROFEN 100 MG ORAL TABLET, CHEWABLE Allergen: BASIC CARE IBUPROFEN Description: BASIC CARE IBUPROFEN Screening Message: A history of hypersensitivity to the following substance has been noted for this patient: BASIC CARE IBUPROFEN. There was an experienced reaction of the reactions selected (Reaction Severity: severity selected).
  33. Click [Close].
  34. Access the 'CareFabric Monitor' form.
  35. Select the current date in the 'From Date' and 'Through Date' fields.
  36. Search for and select "Client A" in the 'Client ID' field.
  37. Search for "allergycreated" in the 'Event/Action Search' field and select "Allergy/Created Out".
  38. Validate "Allergy/Created" is displayed and checked off in the 'Select Event/Actions' field.
  39. Click [View Activity Log].
  40. Validate that 4 rows are selected
  41. Click the 1st 'Click To View Record' link and validate that "name":"BASIC CARE IBUPROFEN" is displayed and click the 'Main Report' tab.
  42. Click the 2nd 'Click To View Record' link and validate that "name":"Uncoded Drug: Uncoded Drug- Prozatec" is displayed and click the 'Main Report' tab.
  43. Click the 3rd 'Click To View Record' link and validate that "name":"Uncoded Environmental: Uncoded Environment - Thunderstorm" is displayed and click the 'Main Report' tab.
  44. Click the 4th 'Click To View Record' link and validate that "name":"Uncoded Food: Uncoded Food - Peanut oil" is displayed and click [Close Report] and close form.
  45. Access the 'Launch OrderConnect' form.
  46. Click [Launch OrderConnect Prescriptions].
  47. Validate the 'Known Allergies' section contains: "BASIC CARE IBUPROFEN, Uncoded Drug: Uncoded Drug - Prozatec, Uncoded Environmental: Uncoded Environment - Thunderstorm, and Uncoded Food: Uncoded Food - Peanut oil" and click [Close Chart] and close form.
  48. Log out of the application and log back in as "User B".
  49. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  50. Click [Update] and [New Row].
  51. In the 5th 'Allergen/Reactant' cell search for "Uncoded" and press Tab.
  52. Validate a message is displayed stating: "Allergen/Reactant Code Not Found. No Allergen/Reactant code or Allergen/Reactant code description matches 'UNCODED'." and click [OK] and [Close/Cancel].
  53. Validate a message is displayed stating "You have made changes to the table. Are you sure you want to cancel and lose these changes?" and click [Yes] and close the form.
Topics
• Allergies and Hypersensitivities
Update 87 Summary | Details
The 'Limit Note Types' registry setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (CWS)
  • Ambulatory Progress Notes
Scenario 1: Ambulatory Progress Notes Copy - Validate the 'Limit Note Types' registry setting
Specific Setup:
  • Must have a copy of the 'Ambulatory Progress Notes' form (Ambulatory Progress Notes Copy).
  • A client is enrolled in an existing outpatient episode (Client A).
  • Note types are defined in the CWS '(10751) Note Type' dictionary (Note Type A, Note Type B, Note Type C).
  • The 'Limit Note Types' registry setting must be set for the 'Ambulatory Progress Notes' form to "Note Type B".
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Limit Note Types" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Select the 'Limit Note Types' registry setting for the 'Ambulatory Progress Notes Copy' form and click [OK].
  5. Enter "Note Type A" in the 'Registry Setting Value' field.
  6. Submit the form.
  7. Select "Client A" and access the 'Ambulatory Progress Notes Copy' form.
  8. Populate all required and desired fields.
  9. Validate the 'Note Type' field only contains "Note Type A".
  10. Select the desired value in the 'Note Type' field.
  11. Select "Final" in the 'Draft/Final' field.
  12. File the note.
  13. Access the 'Registry Settings' form.
  14. Enter "Limit Note Types" in the 'Limit Registry Settings to the Following Search Criteria' field.
  15. Click [View Registry Settings].
  16. Select the 'Limit Note Types' registry setting for the 'Ambulatory Progress Notes Copy' form and click [OK].
  17. Remove the value from the 'Registry Setting Value' field.
  18. Submit the form.
  19. Select "Client A" and access the 'Ambulatory Progress Notes Copy' form.
  20. Populate all required and desired fields.
  21. Validate the 'Note Type' field contains "Note Type A", "Note Type B" and "Note Type C".
  22. Select the desired value in the 'Note Type' field.
  23. Select "Final" in the 'Draft/Final' field.
  24. File the note.
Scenario 2: Inpatient Progress Notes Copy - Validate the 'Limit Note Types' registry setting
Specific Setup:
  • Must have a copy of the 'Inpatient Progress Notes' form (Inpatient Progress Notes Copy).
  • A client is enrolled in an existing inpatient episode (Client A).
  • Note types are defined in the CWS '(10751) Note Type' dictionary (Note Type A, Note Type B, Note Type C).
  • The 'Limit Note Types' registry setting must be set for the 'Inpatient Progress Notes' form to "Note Type B".
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Limit Note Types" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Select the 'Limit Note Types' registry setting for the 'Inpatient Progress Notes Copy' form and click [OK].
  5. Enter "Note Type A" in the 'Registry Setting Value' field.
  6. Submit the form.
  7. Select "Client A" and access the 'Inpatient Progress Notes Copy' form.
  8. Populate all required and desired fields.
  9. Validate the 'Note Type' field only contains "Note Type A".
  10. Select the desired value in the 'Note Type' field.
  11. Select "Final" in the 'Draft/Final' field.
  12. File the note.
  13. Access the 'Registry Settings' form.
  14. Enter "Limit Note Types" in the 'Limit Registry Settings to the Following Search Criteria' field.
  15. Click [View Registry Settings].
  16. Select the 'Limit Note Types' registry setting for the 'Inpatient Progress Notes Copy' form and click [OK].
  17. Remove the value from the 'Registry Setting Value' field.
  18. Submit the form.
  19. Select "Client A" and access the 'Inpatient Progress Notes Copy' form.
  20. Populate all required and desired fields.
  21. Validate the 'Note Type' field contains "Note Type A", "Note Type B" and "Note Type C".
  22. Select the desired value in the 'Note Type' field.
  23. Select "Final" in the 'Draft/Final' field.
  24. File the note.
Scenario 3: Inpatient Progress Notes - Validate the 'Limit Note Types' registry setting
Specific Setup:
  • A client is enrolled in an existing inpatient episode (Client A).
  • Note types are defined in the CWS '(10751) Note Type' dictionary (Note Type A, Note Type B, Note Type C).
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Limit Note Types" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Select the 'Limit Note Types' registry setting for the 'Inpatient Progress Notes' form and click [OK].
  5. Enter "Note Type A" in the 'Registry Setting Value' field.
  6. Submit the form.
  7. Select "Client A" and access the 'Inpatient Progress Notes' form.
  8. Populate all required and desired fields.
  9. Validate the 'Note Type' field only contains "Note Type A".
  10. Select the desired value in the 'Note Type' field.
  11. Select "Final" in the 'Draft/Final' field.
  12. File the note.
  13. Access the 'Registry Settings' form.
  14. Enter "Limit Note Types" in the 'Limit Registry Settings to the Following Search Criteria' field.
  15. Click [View Registry Settings].
  16. Select the 'Limit Note Types' registry setting for the 'Inpatient Progress Notes' form and click [OK].
  17. Remove the value from the 'Registry Setting Value' field.
  18. Submit the form.
  19. Select "Client A" and access the 'Inpatient Progress Notes' form.
  20. Populate all required and desired fields.
  21. Validate the 'Note Type' field contains "Note Type A", "Note Type B" and "Note Type C".
  22. Select the desired value in the 'Note Type' field.
  23. Select "Final" in the 'Draft/Final' field.
  24. File the note.
Scenario 4: Ambulatory Progress Notes - Validate the 'Limit Note Types' registry setting
Specific Setup:
  • A client is enrolled in an existing outpatient episode (Client A).
  • Note types are defined in the CWS '(10751) Note Type' dictionary (Note Type A, Note Type B, Note Type C).
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Limit Note Types" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Select the 'Limit Note Types' registry setting for the 'Ambulatory Progress Notes' form and click [OK].
  5. Enter "Note Type A" in the 'Registry Setting Value' field.
  6. Submit the form.
  7. Select "Client A" and access the 'Ambulatory Progress Notes' form.
  8. Populate all required and desired fields.
  9. Validate the 'Note Type' field only contains "Note Type A".
  10. Select the desired value in the 'Note Type' field.
  11. Select "Final" in the 'Draft/Final' field.
  12. File the note.
  13. Access the 'Registry Settings' form.
  14. Enter "Limit Note Types" in the 'Limit Registry Settings to the Following Search Criteria' field.
  15. Click [View Registry Settings].
  16. Select the 'Limit Note Types' registry setting for the 'Ambulatory Progress Notes' form and click [OK].
  17. Remove the value from the 'Registry Setting Value' field.
  18. Submit the form.
  19. Select "Client A" and access the 'Ambulatory Progress Notes' form.
  20. Populate all required and desired fields.
  21. Validate the 'Note Type' field contains "Note Type A", "Note Type B" and "Note Type C".
  22. Select the desired value in the 'Note Type' field.
  23. Select "Final" in the 'Draft/Final' field.
  24. File the note.
Nursing Caseload Assignment - Sub-System codes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • System Code Definition
  • Registry Settings (CWS)
  • Program Maintenance
  • Nursing Caseload Assignment
Scenario 1: Nursing Caseload Assignment - Sub-System Codes - Validate the 'Activate Program/Unit Filter' registry setting
Specific Setup:
  • The 'Activate Program/Unit Filter' registry setting is set to "Y".
  • Multiple program and units are defined.
  • A sub-system code (Sub-System Code A) must be defined in 'System Code Definition' with only one program selected (Program A).
  • "Program A" must be configured in 'Program Maintenance' with only one associated unit (Unit A).
Steps
  1. Log into myAvatar using "Sub-System Code A".
  2. Access the 'Nursing Caseload Assignment' form.
  3. Validate the 'Select Clients From Unit' only contains "Unit A".
  4. Close the form.
  5. Log into myAvatar using the root system code.
  6. Access the 'Nursing Caseload Assignment' form.
  7. Validate the 'Select Clients From Unit' contains all units that are associated to all programs.
  8. Close the form.
The 'SYSTEM.Columbia_Assessment' SQL table
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Columbia Suicide Risk Assessment
Scenario 1: Validate the 'SYSTEM.Columbia_Assessment' SQL table
Specific Setup:
  • A client must have the 'Columbia Suicide Risk Assessment' assessment filed with all fields populated (Client A).
Steps
  1. Access Crystal Reports or other SQL Reporting tool.
  2. Select the CWS namespace.
  3. Validate the report on the 'SYSTEM.Columbia_Assessment' table.
  4. Validate a row is displayed for the assessment on file for "Client A".
  5. Validate the 'actual_suicide_attempt_past_months_code' field contains the code on file.
  6. Validate the 'actual_suicide_attempt_past_months_value' field contains the value on file.
  7. Validate the 'aborted_suicide_attempt_past_months_code' field contains the code on file.
  8. Validate the 'aborted_suicide_attempt_past_months_value' field contains the value on file.
  9. Validate all other data displays as expected.
  10. Close the report.
Topics
• Registry Settings • Progress Notes • Sub-System Code • Query/Reporting
Update 90 Summary | Details
Alternative Service Location - Progress Notes - Facility Location fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Charge Input
  • Progress Notes (Group and Individual)
  • Client Ledger
  • Ambulatory Progress Notes
  • ProgressNote Approval
Scenario 1: 'Progress Notes (Group and Individual)' - File an existing service note
Specific Setup:
  • Client Data:
  • A client is enrolled in an existing episode and has multiple existing services on file and multiple draft notes on file (Client A).
  • Registry Settings:
  • Set the "Enable Alternative Service Location Fields" Registry setting to "Y" for Progress Notes (Group and Individual)
  • Set the "Limit Existing Services to Current Login User" Registry Setting value as "0" for Progress Notes (Group and Individual).
  • Set the "Limit Existing Appointments to Current Login User" Registry Setting value as "0" for Progress Notes (Group and Individual).
  • Service:
  • Service should be picked from existing or newly created and the Fee definitions should be defined for the service(s).
  • Client Charge Input:
  • Charges should be created for the Client with Service.
Steps
  1. Access the 'Edit Service Information' form.
  2. Select "Client A" in 'Client ID'.
  3. Select the desired episode in 'Episode Number'.
  4. Click [Service(s) To Edit].
  5. Select a service to edit.
  6. Add data to one of the Facility Location fields and validate that all other Facility Location fields become required.
  7. Fill out all the Facility location field values and submit the form.
  8. Open the SQL tool and validate that the tables "SYSTEM.billing_tx_address" AND "SYSTEM.billing_claim_address" contains a new row of the service location details filed.
  9. Access the 'Progress Notes (Group and Individual)' form.
  10. Select "Client A" in the 'Select Client' field.
  11. Select the desired episode in the 'Select Episode' field.
  12. Select "Existing Service" in the 'Progress Note For' field.
  13. Select the edited service in the 'Note Addresses Which Existing Service/Appointment' field.
  14. Populate all required and desired fields.
  15. Verify that the Facility Location fields are populated with the data entered in 'Edit Service Information'.
  16. Update at least one facility location field value.
  17. Select "Draft" in the 'Draft/Final' field.
  18. Click [File Note].
  19. Validate a message is displayed stating: Note Filed.
  20. Click [OK].
  21. Click [Yes] in the form return.
  22. Select the "Client A" in the 'Select Client' field.
  23. Select the note filed in the previous steps in the 'Draft Note To Edit' field.
  24. Validate that a prompt is shown when editing a note for an existing service, for which the 'Facility Location' information on file does not match with the 'Facility Location' information on file for the note,
  25. Validate the prompt message.
  26. Select [Yes].
  27. Selecting [Yes] overwrites the values with the values in the file.
  28. Validate all previously filed data is displayed.
  29. Validate that the note's Facility Location values are reverted to the existing values found in the file.
  30. Update any desired Facility Location field value(s).
  31. Click [File Note].
  32. Validate a message is displayed stating: Note Filed.
  33. Click [OK].
  34. Select [Yes] for form return.
  35. Select the note filed in the previous steps in the 'Draft Note To Edit' field.
  36. Validate that a prompt is shown when editing a note for an existing service, for which the 'Facility Location' information on file does not match with the 'Facility Location' information on file for the note,
  37. Validate the prompt message.
  38. Select [No]
  39. Selecting [No] does nothing but retain the Facility location values in the file for the note.
  40. Select "Final" in the 'Draft/Final' field.
  41. Click [File Note].
  42. Click [Accept].
  43. Enter the Password and select [Verify].
  44. Select "Admitting Practitioner" in Add Approver.
  45. Select [Submit].
  46. Validate the acknowledgment 'Not Filed'.
  47. Click [No] and close the form.
  48. Open the SQL tool and validate that the tables "SYSTEM.billing_tx_address" AND "SYSTEM.billing_claim_address" do not contain a new row of the service which we edited the location details instead do verify that the same row was updated with the new value filed.
  49. Close the SQL query window.
Scenario 2: File a New Service note in 'Ambulatory Progress Notes'
Specific Setup:
  • Client Data:
  • A client is enrolled in an existing episode and has multiple existing services on file and multiple draft notes on file (Client A).
  • Registry Settings:
  • Turn the "Enable Multiple Add-On Code Per Primary Code Functionality" Registry setting to "Y"
  • Set the extended dictionary value 'Allow Multiple Add-On Code Definition' for the specific dictionary value's 'Other Tabled Files' -> 'Service Code Type' dictionary as "Yes".
  • Set the "Enable Alternative Service Location Fields" Registry setting to "Y" for Ambulatory Progress Notes.
  • Set the "Limit Existing Services to Current Login User" Registry Setting value as "N" for Ambulatory Progress Notes.
  • Set the "Limit Existing Appointments to Current Login User" Registry Setting value as "N" for Ambulatory Progress Notes.
  • Service:
  • Service should be picked from existing or newly created and the Fee definitions should be defined for the service(s).
Steps
  1. Access the 'Ambulatory Progress Notes' 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. Populate all required fields.
  6. Verify that the Facility Location fields are initially not required and becomes required when data is added to any of the fields.
  7. Fill in all the Facility Location fields.
  8. Select "Draft" in the 'Draft/Final' field.
  9. Click [File Note].
  10. Validate a message is displayed stating: Note Filed.
  11. Click [OK].
  12. Select [No] for form return.
  13. Access the 'Ambulatory Progress Notes' form.
  14. Select "Client A" in the 'Select Client' field.
  15. Select the note filed in the previous steps in the 'Draft Note To Edit' field.
  16. Validate all previously filed data is displayed.
  17. Select "Final" in the 'Draft/Final' field.
  18. Click [Submit].
  19. Select [Accept].
  20. Enter the Password and select the [Verify] Button.
  21. Enter the desired value in the 'Approval Comments'.
  22. Select [OK]
  23. Open the SQL tool and validate that the tables- "SYSTEM".billing_tx_address AND "SYSTEM".billing_claim_address are added with a new row of the service which we filed for the note with the location details for the service record.
  24. Close the SQL query window.
Scenario 3: Ambulatory Progress Notes - Field Validation - When 'Enable Multiple Add-On Code Per Primary Code Functionality' = 'Y'.
Specific Setup:
  • Client Data:
  • A client is enrolled in an existing episode and has multiple existing services on file and multiple draft notes on file (Client A).
  • Registry Settings:
  • Turn the "Enable Multiple Add-On Code Per Primary Code Functionality" Registry setting to "Y"
  • Set the extended dictionary value 'Allow Multiple Add-On Code Definition' for the specific dictionary value's 'Other Tabled Files' -> 'Service Code Type' dictionary as "Yes".
  • Set the "Enable Alternative Service Location Fields" Registry setting to "Y" for Ambulatory Progress Notes.
  • Set the "Limit Existing Services to Current Login User" Registry Setting value as "N" for Ambulatory Progress Notes.
  • Set the "Limit Existing Appointments to Current Login User" Registry Setting value as "N" for Ambulatory Progress Notes.
  • Service:
  • Service should be picked from existing or newly created and the Fee definitions should be defined for the service(s).
  • Client Charge Input:
  • Charges should be created for the Client with Service.
Steps
  1. Access the 'Edit Service Information' form.
  2. Select an existing Outpatient client.
  3. Select the 'Service(s) To Edit' button.
  4. Select a desired service to edit.
  5. Validate all the Facility Location fields so that if any one field gets valued all others are set as required.
  6. Fill out all the Facility location field values and submit the form.
  7. Open the SQL tool and validate that the tables 'SYSTEM.billing_tx_address' and 'SYSTEM.billing_claim_address' are added with a new row of the service location details filed.
  8. Access the 'Ambulatory Progress Notes' form.
  9. Select "Client A" in the 'Select Client' field.
  10. Select the desired episode in the 'Select Episode' field.
  11. Select "Existing Service" in the 'Progress Note For' field.
  12. Select the service for which we filed the Facility Location values in the 'Note Addresses Which Existing Service/Appointment' field.
  13. Validate that the Facility Location data is populated into the respective fields if we have them in the file for the respective service.
  14. Populate all required and desired fields.
  15. Select "Draft" in the 'Draft/Final' field.
  16. Update any desired Facility Location field value(s).
  17. Click [File Note].
  18. Validate a message is displayed stating: Note Filed.
  19. Click [OK].
  20. Select [Yes] for form return.
  21. Select the note filed in the previous steps in the 'Draft Note To Edit' field.
  22. Validate that a prompt is shown when editing a note for an existing service, for which the 'Facility Location' information on file does not match with the 'Facility Location' information on file for the note,
  23. Validate the prompt message.
  24. Select [Yes].
  25. Selecting [Yes] overwrites the values with the values in the file.
  26. Validate all previously filed data is displayed.
  27. Validate that the note's Facility Location values are reverted to the existing values found in the file.
  28. Update any desired Facility Location field value(s).
  29. Click [File Note].
  30. Validate a message is displayed stating: Note Filed.
  31. Click [OK].
  32. Select [Yes] for form return.
  33. Select the note filed in the previous steps in the 'Draft Note To Edit' field.
  34. Validate that a prompt is shown when editing a note for an existing service, for which the 'Facility Location' information on file does not match with the 'Facility Location' information on file for the note,
  35. Validate the prompt message.
  36. Select [No]
  37. Selecting [No] does nothing but retain the Facility location values in the file for the note.
  38. Select "Final" in the 'Draft/Final' field.
  39. Click [Submit].
  40. Click [Accept].
  41. Enter the Password and select [Verify].
  42. Select "Admitting Practitioner" in Add Approver.
  43. Select [Submit].
  44. Validate the acknowledgment 'Not Filed'.
  45. Click [No] and close the form.
  46. Open the SQL tool and validate that the tables 'SYSTEM.billing_tx_address and 'SYSTEM.billing_claim_address' are not added with a new row of the service which we edited the location details instead verify that the same row was updated with the new value filed.
  47. Close the SQL query window.
Scenario 4: Validating 'AddProgressNotes' web service request for a new service
Specific Setup:
  • Access to SoapUI or any other web service.
  • Client with a service filed in 'Client Charge Input' form.
  • Registry setting "Enable Alternative Service Location Fields" is set to "Y".
  • Document Routing Setup: Form field- 'Enable Document Routing', for the respective Application and Form should be set as 'No'.
  • In our case, the Application would be - Avatar CWS.
  • The form would be - "Progress Notes->Ambulatory Progress Notes [CWS7001]"
  • Dictionary Update: File - "CWS", Data Element - "(10751) Note Type", Dictionary Code -"1.1"
  • Extended Dictionary Data Element - "Note Requires Co-Signature" should be set as "No"
Steps
  1. Access the SoapUI or any other tool to test the web service.
  2. Consume the WSDL for WEB.SVC.ProgressNotes.Client.Request.
  3. Enter data in the web service request for the "New Service".
  4. Set the "NotesField" item to any desired text value.
  5. Set the "NoteType" item to "Any desired Note type value".
  6. Set the "DraftFinal" item to "F".
  7. Set the "ProgressNoteFor" item to "N".
  8. Set the "ServiceProgram" item to "Any desired program value".
  9. Set the "ServiceDuration" item to "Any desired duration value".
  10. Set the "DateOfService" item to "Any desired date value".
  11. Leave all the "Facility Location" field values empty.
  12. Set the "ClientID" item to the client with the service on file.
  13. Set the "EpisodeNumber" to the client episode for the service.
  14. Set the "Option" to "Any desired option value".
  15. Click [Send].
  16. Verify the Message response contains "Progress Notes web service has been filed successfully" with the "Unique NOTID" value.
  17. Open the SQL querying tool and verify that there are no new records added in the below tables when the service request is filed with no Facility Service Location values.
  18. "SYSTEM".billing_tx_address
  19. "SYSTEM".billing_claim_address
  20. "SYSTEM".billing_tx_history
  21. Close the SQL Querying window and return to the SoapUI.
  22. Repeat Steps 3-10.
  23. Set the "FacilityLocationName" to "Any desired text value".
  24. Repeat Steps 12-15.
  25. Verify the response text shows for Missing required fields as follows "The following required fields are missing: Facility Location Code Qualifier, Facility Location Code Identifier, Facility Location Address - Street, Facility Location Zip Code, Facility Location City, Facility Location State".
  26. Set the "FacilityLocationCodeQualifier" to "Any desired value".
  27. Set the "FacilityLocationCodeIdentifier" to a desired value.
  28. Set the "FacilityLocationAddressStreet" to a desired value.
  29. Leave the "FacilityLocationAddressStreet2" empty.
  30. Set the "FacilityLocationZipCode" to a desired valid zip code.
  31. Set the "FacilityLocationCity to the desired City based on the zip.
  32. Set the "FacilityLocationState to a desired state based on the zip.
  33. Repeat Steps 12-15.
  34. Verify that the "FacilityLocationAddressStreet2" is not treated as mandatory.
  35. Verify the Message response contains "Progress Notes web service has been filed successfully" with the "Unique NOTID" value.
  36. Open the SQL querying tool and verify that the Facility Service Location data which is linked with the Progress Note filed for the service is stored in the below tables.
  • "SYSTEM".billing_tx_address
  • "SYSTEM".billing_claim_address
  • "SYSTEM".billing_tx_history
Scenario 5: Inpatient Progress Notes - Existing Appointment
Specific Setup:
  • Client Data:
  • A client is enrolled in an Inpatient program episode.
  • Registry Settings:
  • Turn the "Enable Multiple Add-On Code Per Primary Code Functionality" Registry setting to "Y"
  • Set the extended dictionary value 'Allow Multiple Add-On Code Definition' for the specific dictionary value's 'Other Tabled Files' -> 'Service Code Type' dictionary as "Yes".
  • Set the "Enable Alternative Service Location Fields" Registry setting to "Y" for Inpatient Progress Notes.
  • Set the "Limit Existing Services to Current Login User" Registry Setting value as "N" for Inpatient Progress Notes.
  • Set the "Limit Existing Appointments to Current Login User" Registry Setting value as "N" for Inpatient Progress Notes.
  • Enable the "Include Co-Practitioner" Registry setting.
  • Enable the "Include Co-Practitioner 2" Registry setting.
  • Using the "Document Routing Setup" form, enable document routing for the "Inpatient Progress Notes".
  • Service:
  • Service should be picked from existing or newly created and the Fee definitions should be defined for the service(s).
  • Client Charge Input:
  • Charges should be created for the Client with Service.
Steps
  1. Using the "Scheduling Calendar" form, create an appointment.
  2. Open the "Inpatient Progress Notes" form.
  3. Create a progress note for the existing appointment that was created in the "Scheduling Calendar".
  4. Set the "Co-Practitioner" field to a valid practitioner.
  5. Set the "Co-Practitioner Duration (Minutes)" to the desired minutes.
  6. Set the "Co-Practitioner 2" field to a valid practitioner.
  7. Set the "Co-Practitioner 2 Duration (Minutes)" to the desired minutes.
  8. Set the "Co-Practitioner" field to null.
  9. Set the "Co-Practitioner 2" field to null.
  10. Finalize the note by setting "Draft/Final" to "Final".
  11. Validate a message displaying indicating that the Co Practitioner isn't populated, but the Co-Practitioner Duration (Minutes) is.
  12. Set the "Co-Practitioner" field to a valid practitioner.
  13. Finalize the note by setting "Draft/Final" to "Final".
  14. Validate a message displaying indicating that Co Practitioner 2 isn't populated, but the Co-Practitioner 2 Duration (Minutes) is.
  15. Set the "Co-Practitioner 2" field to a valid practitioner.
  16. Verify that the Facility Location fields are initially not required and turned as required when any one of them is valued.
  17. Fill in all the Facility Location fields.
  18. Finalize the note by setting "Draft/Final" to "Final".
  19. Select [Submit].
  20. Select [No].
  21. Select [Accept].
  22. Enter the valid Password and select [Verify].
  23. Fill in the 'Approval Comments' with a desired value.
  24. Click [OK].
  25. Open the SQL tool and validate that the tables- 'SYSTEM".billing_tx_address ' and 'SYSTEM".billing_claim_address' are added with a new row of the service location details filed.
Topics
• Progress Notes • Draft/Final
 

Avatar_CWS_2023_Monthly_Release_2023.04.00_Details.csv