Avatar CWS 2023 Quarterly Release 2023.03 Acceptance Tests

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Update 1 Summary \| Details Avatar CWS 2023 is Installed Scenario 1: Validate Upgrading Avatar CWS 2022 to 2023 is successful when 2022.04.00 is loaded Specific Setup: Latest Monthly Release is installed. Steps Open the "Product Updates" form. Select the appropriate [Namespace] from the Application dropdown list Click [Select Update/Customization Pack]. Browse to the location for the updates and select the Update 1. Click [OK] on the "File Upload Complete" window. Click [Review Update/Customization Pack Contents]. Verify Update 1 is included. Click [Install Update/Customization Pack]. Click [OK] when the install completes. Click [Close Form].	Topics • NX • Upgrade
Update 2 Summary \| Details Problem List - Add/View Problems Scenario 1: Problem List - add/view problems when the 'Enable Automatic Backup' registry setting is enabled. Specific Setup: The 'Avatar CWS->Treatment Plan ->->->->Enable Automatic Backup' registry setting must be set to "Y". A Client must exist in an active episode (Client A). Steps Select “Client A” and access the ‘Problem List’ form. Click [View/Enter Problems]. Click [New Row]. Select the desired value in the 'Problem' field. Select desired value in the 'Status' field. Click [Save]. Validate a message is displayed stating: Exit Grid? All row(s) are valid. Click [Yes]. Click [View/Enter Problems]. Validate the problem created in the previous steps is displayed. Click [Save]. Validate a message is displayed stating: Exit Grid? All row(s) are valid. Click [Yes]. Click [Submit] and close the form. Select "Client A" and access the ‘Problem List’ form. Click [View/Enter Problems]. Validate the problem created in the previous steps is displayed. Close the form.	Topics • Problem List
Update 3 Summary \| Details Progress Notes - Editing Appointments after Autosave Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Scheduling Calendar - Find New Appointment Scheduling Calendar - Find Existing Appointment Progress Note Scenario 1: Progress Notes (Group and Individual) - Validate document routing Specific Setup: Document routing must be enabled for the "Progress Notes (Group and Individual)" form. Steps Open the "Progress Notes (Group and Individual)" form. Create and finalize a document. Sign the document. Using "Clinical Document Viewer", view and print the document. Validate the document displays and prints. Open the "Progress Notes (Group and Individual)" form. Create and route a progress note to an approver. Sign on as the approver. Locate the document in the approver's "My To Do's" widget. Click on "Approve Document" and approve the document. Using the "Clinical Document Viewer", view the document that was just approved. Open the "Progress Notes (Group and Individual)" form. Create and route a note to multiple approvers. Sign on as the first approver. Locate the document in the approver's "My To Do's" widget. Click on "Approve Document". Click "Accept". Enter the approver's password. Log on as another approver. Locate the document in the approver's "My To Do's" widget. Click on "Approve Document". Click "Accept". Enter the approver's password. Open the "Clinical Document Viewer" form. Select the document that was just routed/finalized. Validate that the document displays and prints. Open the "Progress Notes (Group and Individual)" form. Create a progress note and route to several approvers. Log on as another approver. Locate the document in the approver's "My To Do's" widget. Click on "Approve Document". Click "Accept". Enter the approver's password. Repeat steps 11b-12c for each additional approver. Open "Clinical Document Viewer". Validate the document that was just filed display and prints. Scenario 2: Scheduling Calendar - Autosave Progress Notes (Group and Individual) - PCL - Appointment Edited Specific Setup: Using "Set System Defaults" to turn on Auto save for the "Progress Notes (Group and Individual)" form. In the "User Definition" form, give the user access to the "Progress Notes (Group and Individual) form in the "Appointment Scheduling" section. Admit or select an existing test client. Using "Site Specific Section Modeling" form from the CWS menu, enable the "Co-Practitioner", "Co-Practitioner Duration (Minutes)", "Co-Practitioner 2", and "Co-Practitioner 2 Duration (Minutes)" fields to the "Progress Notes (Group and Individual)" form. Steps Using "Site Specific Section Modeling" form from the CWS menu, select the "Progress Notes (Group and Individual) form and edit the "Service Duration" field to add Product Customer Logic to "Use as First Field to Calculate Duration". Open the "Scheduling Calendar" form. Right click on an open appointment slot (or use the "Find New Appointment" button) to select an appointment slot. Click [Add Appointment]. Add an appointment for the test client. Notice the service duration value. Populate the "Co-Practitioner" and Co-Practitioner 2" fields with the same duration as service duration. Save the appointment. Select the same appointment on the appointment calendar. Right Click on it. Select "Progress Notes (Group and Individual)" from the drop down menu. Validate the appointment details have populated the note. Click "Backup" button to AutoSave the document. Click "Discard" to return to the Scheduling Calendar. Select the appointment again. Click "Details/Edit". Change the "Service Duration", "Co Practitioner Duration (Minutes), and "Co-Practitioner 2 Duration (Minutes)" fields. Validate it changes the start/end times. Save the changes. Select the appointment again. Right Click on it. Select "Progress Notes (Group and Individual)" from the drop down menu. Validate the appointment duration(s) have changed for the duration fields that don't have PCL applied. Using "Site Specific Section Modeling" form from the CWS menu, edit the "Co-Practitioner Duration (Minutes)" field to add Product Customer Logic to "Use as First Field to Calculate Co-Practitioner". Open the "Scheduling Calendar" form. Right click on an open appointment slot (or use the "Find New Appointment" button) to select an appointment slot. Click [Add Appointment]. Add an appointment for the test client. Notice the service duration value. Populate the "Co-Practitioner" and Co-Practitioner 2" fields with the same duration as service duration. Save the appointment. Select the same appointment on the appointment calendar. Right Click on it. Select "Progress Notes (Group and Individual)" from the drop down menu. Validate the appointment details have populated the note. Click "Backup" button to AutoSave the document. Click "Discard" to return to the Scheduling Calendar. Select the appointment again. Click "Details/Edit". Change the "Service Duration", "Co Practitioner Duration (Minutes), and "Co-Practitioner 2 Duration (Minutes)" fields. Validate it changes the start/end times. Save the changes. Select the appointment again. Right Click on it. Select "Progress Notes (Group and Individual)" from the drop down menu. Validate the appointment duration(s) have changed for the duration fields that don't have PCL. Using "Site Specific Section Modeling" form from the CWS menu, edit the "Co-Practitioner 2 Duration (Minutes)" field to add Product Customer Logic to "Use as First Field to Calculate Co-Practitioner 2". Open the "Scheduling Calendar" form. Right click on an open appointment slot (or use the "Find New Appointment" button) to select an appointment slot. Click [Add Appointment]. Add an appointment for the test client. Notice the service duration value. Populate the "Co-Practitioner" and Co-Practitioner 2" fields with the same duration as service duration. Save the appointment. Select the same appointment on the appointment calendar. Right Click on it. Select "Progress Notes (Group and Individual)" from the drop down menu. Validate the appointment details have populated the note. Click "Backup" button to AutoSave the document. Click "Discard" to return to the Scheduling Calendar. Select the appointment again. Click "Details/Edit". Change the "Service Duration", "Co Practitioner Duration (Minutes), and "Co-Practitioner 2 Duration (Minutes)" fields. Validate it changes the start/end times. Save the changes. Select the appointment again. Right Click on it. Select "Progress Notes (Group and Individual)" from the drop down menu. Validate the appointment duration(s) have changed for the duration fields that don't have PCL. Scenario 3: Scheduling Calendar - Delete Appointment After Autosave - Progress Notes (Group and Individual) Specific Setup: Using "Set System Defaults", set up Autosave for the Progress Notes (Group and Individual). Using "User Definition", from the Appointment Scheduling location, set up the forms to be accessed from the "Scheduling Calendar" form. Admit or select a test client who has an outpatient episode. Steps Open the "Scheduling Calendar" form. Schedule an appointment for the test client. Right click on the appointment that was just scheduled. Select the "Progress Notes (Group and Individual)" from the drop down menu. Create a note. Autosave the note by clicking the [Backup] button. Discard the note. Right click on the appointment again. Click [Delete] to delete the appointment. Validate the appointment has been removed from the calendar. Click [Dismiss]. Open the "Progress Notes (Group and Individual)" form. Validate a message pops up indicating the note was autosaved. Validate a message pops up indicating "The appointment/service associated with the selected backup is no longer available. Would you like to continue as an 'Independent Note'. Click [Yes]. Finalize the document as an independent note. Open the "Scheduling Calendar" form. Schedule an appointment for the test client. Right click on the appointment that was just scheduled. Select the "Progress Notes (Group and Individual)" from the drop down menu. Create a note. Autosave the note by clicking the [Backup] button. Discard the note. Right click on the appointment again. Click [Delete] to delete the appointment. Validate the appointment has been removed from the calendar. Click [Dismiss]. Open the "Progress Notes (Group and Individual)" form. Validate a message pops up indicating the note was autosaved. Validate a message pops up indicating "The appointment/service associated with the selected backup is no longer available. Would you like to continue as an 'Independent Note'.? Click [No]. Click "Existing Appointment" in the "Progress Note For" field. Finalize the note.	Topics • NX • Progress Notes
Update 5 Summary \| Details NX - Allergies and Hypersensitivities - Allergies/Reactions Reviewed Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Allergies and Hypersensitivities Allergen/Reactant Code Setup Scenario 1: Allergies and Hypersensitivities - 'Set 'Allergies/Reactions Reviewed' Upon Updating Allergies' set to "Y" Specific Setup: The 'Avatar CWS->CWS Utilities->Set System Defaults->CWS Allergies->->Set 'Allergies/Hypersensitivities Reviewed' If Allergies Are Updated' registry setting must be set to "Y". Please log out of the application and log back in after completing the above configuration. The 'Client Header' must be on the user's view (View A). Steps Access the 'Admission' form and create a new client in an inpatient episode. Access the 'Allergies and Hypersensitivities' form. Validate that no values are selected in the 'Allergies/Hypersensitivities Reviewed' field. Validate that no values are selected in the 'Known Medication Allergies' field. Validate that no values are selected in the 'Known Food Allergies' field. Select "No" in the 'Known Medication Allergies' field. Validate that "Yes" is selected in the 'Allergies/Hypersensitivities Reviewed' field. Select "No" in the 'Known Food Allergies' field. Validate that "Yes" is selected in the 'Allergies/Hypersensitivities Reviewed' field. Select "Yes" in the 'Known Food Allergies' field. Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field. Click [Submit]. Validate a message is displayed stating "'Known Food Allergies' cannot be "Yes" when no food allergies exist." and click [OK]. Click [Update]. Validate 'Allergy/Reactant' grid is displayed. Click [New Row]. Double click the 'Allergen/Reactant' cell. Search for and select "Shellfish" in the 'Allergen/Reactant' cell and press Tab. Double click the 'Date Recognized' cell. Set the 'Date Recognized' cell to any value and press Tab. Double click the 'Status' cell. Select "Confirmed" and click [Select]. Double click the 'Reactions' cell. Select any values and click [OK]. Double click the 'Reaction Severity' cell. Select any value and click [Select] and [Save]. Validate that "Yes" is selected in the 'Allergies/Hypersensitivities Reviewed' field. Validate that "No" is selected in the 'Known Medications Allergies' field. Validate that "Yes" is selected in the 'Known Food Allergies' field and that the field is disabled. Click [Submit]. With the client in context, navigate to "View A". Validate the 'Client Header' displays: Allergies (1) with a red icon Allergies Reviewed=Yes (current date) No Known Med Allergies 1) SHELLFISH - Confirmed Scenario 2: Allergies and Hypersensitivities - Require 'Date Recognized' column and 'Set 'Allergies/Reactions Reviewed' Upon Updating Allergies' = "N" Specific Setup: The 'Avatar CWS->CWS Utilities->Set System Defaults->CWS Allergies->->Set 'Allergies/Hypersensitivities Reviewed' If Allergies Are Updated' registry setting must be set to "N". The 'Avatar CWS->CWS Utilities->Set System Defaults->CWS Allergies->->Require 'Date Recognized' column' registry setting must be set to "Y". Please log out of the application and log back in after completing the above configuration. A client must have an active episode and no information filed in the 'Allergies and Hypersensitivities' form. (Client A) Steps Select "Client A" and access the 'Allergies and Hypersensitivities' form. Click [Update]. Validate the 'Allergen/Reactant' dialog is displayed. Click [New Row]. Double click the 'Allergen/Reactant' cell and search for and select "PENICILLIN MDX-39913". Validate the 'Date Recognized' field is required. Double click the 'Status' cell. Select "Confirmed" and click [Select]. Double click the 'Reactions' cell and select any values and click [OK]. Double click the 'Reaction Severity' cell and select any values and click [Select]. Validate that the [Save] is disabled. Double click the 'Date Recognized' cell, enter the current date and press Enter. Validate that [Save] is enabled and click it. Validate the 'Known Medication Allergies' field is disabled and has "Yes" selected. Select "No" in the 'Known Food Allergies' field. Validate the 'Allergies/Hypersensitivities Reviewed' field has no value selected and click [Submit]. Set the 'Avatar CWS->CWS Utilities->Set System Defaults->CWS Allergies->->Require 'Date Recognized' column' registry setting to "N". Log out of the application and log back in. Select "Client A" and access the 'Allergies and Hypersensitivities' form. Click [Update]. Validate the 'Allergen/Reactant' dialog is displayed. Click [New Row]. Double click the 'Allergen/Reactant' cell and search for and select "Shellfish". Validate the 'Date Recognized' field is not required. Double click the 'Status' cell. Select "Confirmed" and click [Select]. Double click the 'Reactions' cell and select any values and click [OK]. Double click the 'Reaction Severity' cell and select any values and click [Select]. Validate that [Save] is enabled and click it. Validate the 'Known Medication Allergies' field is disabled and has "Yes" selected. Validate the 'Known Food Allergies' field is disabled and has "Yes" selected. Validate the 'Allergies/Hypersensitivities Reviewed' field has no value selected and click [Submit].	Topics • Allergies and Hypersensitivities • NX
Update 6 Summary \| Details Chart View - Vital Signs Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Vitals Entry Vitals Medical Note Patient Search Flowsheet Scenario 1: Vitals Entry - Validate the 'Chart View' Specific Setup: The 'Vitals Entry' form must be added to the Chart View. A client is enrolled in an existing episode (Client A). Steps Double click on "Client A" in the 'My Clients' widget. Validate the 'Chart View' is displayed. Select "Vitals Entry" from the left-hand side. Click [Add]. Validate the 'Vitals Entry' form opens. Select "Add" in the 'Update Vital Sign' field. Enter the desired date in the 'Date' field. Enter the desired time in the 'Time' field. Select "No" in the 'Refused Vitals' field. Populate all remaining vital sign fields. Click [Submit] and remain in the form. Navigate to the 'Chart View'. Click [Refresh]. Validate the vitals added for "Client A" are displayed. Click [Edit]. Validate the 'Vitals Entry' form opens. Click [Delete] in the 'Update Vital Sign' field. Select the vitals record created in the previous steps. Click [Ok]. Click [Submit] and remain in the form. Navigate to the 'Chart View'. Click [Refresh]. Validate the vitals deleted for "Client A" are no longer displayed. Close the Chart. Scenario 2: Verify the Flowsheet Vitals in 'Chart View' Specific Setup: User with access to the 'POV Flowsheet' widget A client is enrolled in an existing episode (Client A). The 'Vitals Entry' form must be added to the Chart View Steps Select "Client A" and select 'POV Flowsheet' widget. Click the [Vitals] tab. Select "No" in the 'Refused Vitals' field. Populate all remaining vital sign fields. Click [Sign] button. Verify the values that are populated is saved as expected in the respective fields in historical column. Double click on "Client A" in the 'My Clients' widget. Validate the 'Chart View' is displayed. Select "Vitals Entry" from the left-hand side. Click [Refresh]. Validate the vitals added for "Client A" are displayed. Scenario 3: Medical Note - Vitals - Full Workflow Specific Setup: User with access to 'Medical Note' widget as a Provider User with access to the 'POV Flowsheet' widget The 'Vitals Entry' form must be added to the Chart View A client is enrolled in an existing episode (Client A) "Pull to Note" configuration set on "Pull Vitals to Note Summary" is enabled in MedNote Admin Tool Steps Select "Client A" and select 'Medical Note' widget. Verify the existence of the [Facesheet] tab for "Client A". Click [Vitals] link on the left-hand menu bar. Click [Add] Verify the 'Date Taken' field displays the current date. Verify the 'Time Taken' field displays the current time. Verify the 'Refused Vitals' field is defaulted to "No". Populate all remaining vital sign fields with the desired value. Click [Save]. Verify the newly added vitals records are displayed in the Vitals Entry table. Select the "POV Flowsheet" widget. Click the [Vitals] tab. Verify the vitals records entered from MedNote are displayed in the desired vital sign fields in Flowsheet. Double click on "Client A" in the 'My Clients' widget. Validate the 'Chart View' is displayed. Select "Vitals Entry" from the left-hand side. Click [Refresh]. Validate the vitals added for "Client A" are displayed. Click [Add]. Validate the 'Vitals Entry' form opens. Select "Add" in the 'Update Vital Sign' field. Enter the desired date in the 'Date' field. Enter the desired time in the 'Time' field. Select "No" in the 'Refused Vitals' field. Populate all remaining vital sign fields. Click [Submit] and remain in the form. Navigate to the 'Chart View'. Click [Refresh]. Validate the vitals added for "Client A" are displayed. Select 'Medical Note' widget. Verify the existence of the [Facesheet] tab for "Client A". Click [Vitals] link on the left-hand menu bar. Click [Refresh]. Verify the newly added vitals records from 'Vitals Entry' form is now displayed in the Vitals Entry table. Click the newly added vitals entry from 'Vitals Entry' form. Click [Add another]. Verify the 'Date Taken' field displays the current date. Verify the 'Time Taken' field displays the current time. Verify the 'Refused Vitals' field is defaulted to "No". Populate all remaining vital sign fields with the desired value. Click [Save]. Verify the newly added vitals records are displayed in the Vitals Entry table. Navigate to the 'Chart View'. Click [Refresh]. Validate the vitals added for "Client A" are displayed. Click [Edit]. Validate the 'Vitals Entry' form opens. Select "Edit" in the 'Update Vital Sign' field. Click [Select Vital Sign]. Select the newly added vitals entry from MedNote and click [Ok]. Verify the vitals records that were added from MedNote are displayed in the desired vital sign fields. Update the vitals records for any vital signs. Click [Submit] and remain in the form. Navigate to the 'Chart View'. Click [Refresh]. Validate the vitals added for "Client A" are updated. Select 'Medical Note' widget. Verify the existence of the [Facesheet] tab for "Client A". Click [Vitals] link on the left-hand menu bar. Click [Refresh]. Verify the existing vitals records are updated to the desired value from 'Vitals Entry' form. Navigate to the 'Vitals Entry' form. Select "Delete" in the 'Update Vital Sign' field. Select the vitals record created in the previous steps. Click [Ok]. Click [Submit]. Select "Yes" from the "Are you sure you wish to delete this row?" message card. Verify the "Deleted" message card is displayed and click [Ok]. Select "Yes" On "Form Return" pop-up window and remain in the form. Navigate to the 'Chart View'. Click [Refresh]. Validate the vitals deleted for "Client A" are no longer displayed. Close the Chart. Select 'Medical Note' widget. Verify the existence of the [Facesheet] tab for "Client A". Click [Vitals] link on the left-hand menu bar. Click [Refresh]. Verify the deleted vitals records from 'Vitals Entry' form are longer displayed in MedNote. Click [Add Note]. Verify the existence of the "Note Details". Complete the required fields in "Note Details". Click [Save] and verify the existence of the [Facesheet] tab. Click [Vitals] link. Validate that the "Pull to Note" button is displayed in the blue header. Click [Pull to Note]. Verify the loader is displayed and pull the desired vitals records into the current Note Summary. Click the [Finalize] tab. Click [Generate Note]. Verify the desired vitals records are pulled into the current Note Summary under the "VITALS" section.	Topics • Vitals Entry • Chart View • Vitals • Progress Notes • Medical Note
Update 7 Summary \| Details Progress Notes (Group and Individual) Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Guarantors/Payors Program Maintenance Financial Eligibility Client Charge Input Payor Based Authorizations Dictionary Update (PM) Create Interim Billing Batch File Electronic Billing Scenario 1: PM - Payor Based Authorization - Location - Progress Notes Specific Setup: Registry Settings: Enable Payor Based Authorizations = 'Y'. Enable CPT Based Payor Authorizations = desired value. Require Authorizations At Guarantors/Payors Level = desired value. Dictionary Update: Client File (10006) Location = note active locations. Staff File (79) Practitioner Category = note active categories. Guarantors/Payors: Guarantor A: Identify a guarantor to be used with 'Payor Based Authorizations'. Note the values in the 'Authorization Section'. Verification Level For Authorizations For Client Charge Input and Verification Level For Authorizations For Appointment Scheduling: 'Disallow Service If Authorization Is Missing' will not allow the service to be submitted. 'Warn User If Authorization Is Missing' will allow the service to be submitted. Verification Level For Authorizations For 837 Electronic Billing: 'None' will allow services that were submitted and closed to be billed. 'Report As Error And Include On Bill' will allow services that were submitted and closed to be billed. An error message will be included in the 837 Billing report. 'Report As Error And Do Not Include On Bill' will not allow services that were submitted and closed to be billed Client A: Identify an active client that is assigned to the guarantor above. Payor Based Authorizations: Create or edit a definition to not include a 'Locations' and any other desired fields. An error message will be included in the 837 Billing report. Note the value of each field. Steps Open 'Payor Based Authorizations'. Create a new record for the client that matches the record from setup. Validate that the following message displays: An authorization already exists for this date range. Overlapping authorizations are not allowed. Remove the 'Expiration Date'. Select a 'Location'. Enter an 'Expiration Date'. Submit the form and validate that it files successfully. Open 'Progress Notes (Group and Individual)'. Create a note for a new service for the client without the selected location, that will pass the setup payor authorization definition. Validate that the note files successfully. Create a note for a new service for the client with the selected location, that will pass the payor authorization definition added above. Validate that the note files successfully. If desired, test other progress note types for successful filing. If desired, disable the 'Enable Payor Based Authorizations' registry setting test progress notes for successful filing.	Topics • Progress Notes
Update 8 Summary \| Details Avatar CWS - SNOMED Codes Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Treatment Plan Treatment Plan Number 1 Scenario 1: Family Health History - Validate the 'Hide SNOMED Codes From Problem List Search Results' registry setting Specific Setup: A client is enrolled in an existing episode (Client A). Steps Access the 'Registry Settings' form. Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK]. Validate the 'Registry Setting' field contains "Avatar CWS->Problem List->->->->Hide SNOMED Codes From Problem List Search Results". Validate the 'Registry Setting Details' field contains: Enter the corresponding number(s) separated by an '&' to hide the selected information on the 'Problem Search Result' dialogs and/or Problem descriptions. The Registry Settings apply to the forms: 'Problem List', 'Treatment Plan' and 'Family Health History'. 1 - Hide Code Column in 'Problem Search Result'. 2 - Hide SNOMED Codes in Problem description. Example: By entering 1&2 the 'Code' column is removed from 'Problem search result' and the 'SNOMED Codes' are removed from the description. Setting the value to blank will display both the 'Code' column and the 'SNOMED Codes' in the description. Validate the 'Registry Setting Value' field contains "1&2". This is the default value. Click [Submit] and close the form. Select "Client A" and access the 'Family Health History' form. Enter the desired name in the 'First Name' and 'Last Name' fields. Select the desired value in 'Relationship' field. Click [Enter Health History]. Search for the desired value in the 'Problem' field. Validate the 'Problem search results' does not contain the 'Code' column. Validate the problem 'Description' does not contain the SNOMED Code. Select the desired problem and click [Save]. Submit the form. Access the 'Registry Settings' form. Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK]. Enter "1" in the 'Registry Setting Value' field. Click [Submit] and close the form. Select "Client A" and access the 'Family Health History' form. Select the family member added in the previous steps in the 'Select Family Member' field. Click [Enter Health History]. Search for the desired value in the 'Problem' field. Validate the 'Problem search results' does not contain the 'Code' column. Validate the problem 'Description' contains the SNOMED Code. Select the desired problem and click [Save]. Submit the form. Access the 'Registry Settings' form. Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK]. Enter "2" in the 'Registry Setting Value' field. Click [Submit] and close the form. Select "Client A" and access the 'Family Health History' form. Select the family member added in the previous steps in the 'Select Family Member' field. Click [Enter Health History]. Search for the desired value in the 'Problem' field. Validate the 'Problem search results' contains the 'Code' column. Validate the problem 'Description' does not contain the SNOMED Code. Select the desired problem and click [Save]. Submit the form. Access the 'Registry Settings' form. Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK]. Remove the value in the 'Registry Setting Value' field so that it is null. Click [Submit] and close the form. Select "Client A" and access the 'Family Health History' form. Select the family member added in the previous steps in the 'Select Family Member' field. Click [Enter Health History]. Search for the desired value in the 'Problem' field. Validate the 'Problem search results' contains the 'Code' column. Validate the problem 'Description' contains the SNOMED Code. Select the desired problem and click [Save]. Submit the form. Scenario 2: Problem List - Validate the 'Hide SNOMED Codes From Problem List Search Results' registry setting Specific Setup: A client is enrolled in an existing episode (Client A). Steps Access the 'Registry Settings' form. Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK]. Validate the 'Registry Setting' field contains "Avatar CWS->Problem List->->->->Hide SNOMED Codes From Problem List Search Results". Validate the 'Registry Setting Details' field contains: Enter the corresponding number(s) separated by an '&' to hide the selected information on the 'Problem Search Result' dialogs and/or Problem descriptions. The Registry Settings apply to the forms: 'Problem List', 'Treatment Plan' and 'Family Health History'. 1 - Hide Code Column in 'Problem Search Result'. 2 - Hide SNOMED Codes in Problem description. Example: By entering 1&2 the 'Code' column is removed from 'Problem search result' and the 'SNOMED Codes' are removed from the description. Setting the value to blank will display both the 'Code' column and the 'SNOMED Codes' in the description. Validate the 'Registry Setting Value' field contains "1&2". This is the default value. Click [Submit] and close the form. Select "Client A" and access the 'Problem List' form. Click [View/Enter Problems]. Search for the desired value in the 'Problem' field. Validate the 'Problem search results' does not contain the 'Code' column. Validate the problem 'Description' does not contain the SNOMED Code. Select the desired problem. Select "Active" in the 'Status' field. Click [Save] and submit the form. Access the 'Registry Settings' form. Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK]. Enter "1" in the 'Registry Setting Value' field. Click [Submit] and close the form. Select "Client A" and access the 'Problem List' form. Search for the desired value in the 'Problem' field. Validate the 'Problem search results' does not contain the 'Code' column. Validate the problem 'Description' contains the SNOMED Code. Select the desired problem. Select "Active" in the 'Status' field. Click [Save] and submit the form. Access the 'Registry Settings' form. Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK]. Enter "2" in the 'Registry Setting Value' field. Click [Submit] and close the form. Select "Client A" and access the 'Problem List' form. Search for the desired value in the 'Problem' field. Validate the 'Problem search results' contains the 'Code' column. Validate the problem 'Description' does not contain the SNOMED Code. Select the desired problem. Select "Active" in the 'Status' field. Click [Save] and submit the form. Access the 'Registry Settings' form. Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK]. Remove the value in the 'Registry Setting Value' field so that it is null. Click [Submit] and close the form. Select "Client A" and access the 'Problem List' form. Search for the desired value in the 'Problem' field. Validate the 'Problem search results' contains the 'Code' column. Validate the problem 'Description' contains the SNOMED Code. Select the desired problem. Select "Active" in the 'Status' field. Click [Save] and submit the form. Scenario 3: Treatment Plan - Validate the 'Hide SNOMED Codes From Problem List Search Results' registry setting Specific Setup: A client is enrolled in an existing episode (Client A). Steps Access the 'Registry Settings' form. Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK]. Validate the 'Registry Setting' field contains "Avatar CWS->Problem List->->->->Hide SNOMED Codes From Problem List Search Results". Validate the 'Registry Setting Details' field contains: Enter the corresponding number(s) separated by an '&' to hide the selected information on the 'Problem Search Result' dialogs and/or Problem descriptions. The Registry Settings apply to the forms: 'Problem List', 'Treatment Plan' and 'Family Health History'. 1 - Hide Code Column in 'Problem Search Result'. 2 - Hide SNOMED Codes in Problem description. Example: By entering 1&2 the 'Code' column is removed from 'Problem search result' and the 'SNOMED Codes' are removed from the description. Setting the value to blank will display both the 'Code' column and the 'SNOMED Codes' in the description. Validate the 'Registry Setting Value' field contains "1&2". This is the default value. Click [Submit] and close the form. Select "Client A" and access the 'Treatment Plan' form. Enter the desired date in the 'Plan Date' field. Select the desired value in the 'Plan Type' field. Select "Draft" in the 'Treatment Plan Status' field. Navigate to the 'Problems' grid. Click [New Row]. Search for the desired value in the 'Problem' field. Validate the 'Problem search results' does not contain the 'Code' column. Validate the problem 'Description' does not contain the SNOMED Code. Select the desired problem. Select "Active" in the 'Status' field. Check the 'Include in this plan?' field. Click [Launch Plan]. Validate the problem added in the previous steps is displayed. Click [Add New Problem]. Search for the desired value in the 'Problem Code' field. Validate the 'Results' dialog does not contain the SNOMED code. Select the desired problem. Select "Active" in the 'Status (Problem List)' field. Enter the desired value in the 'Problem' field'. Select "Active" in the 'Status' field. Click [Return to Plan] and submit the form. Access the 'Registry Settings' form. Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK]. Enter "1" in the 'Registry Setting Value' field. Click [Submit] and close the form. Select "Client A" and access the 'Treatment Plan' form. Select the treatment plan filed in the previous steps and click [Edit]. Validate all previously filed data is displayed. Navigate to the 'Problems' grid. Click [New Row]. Search for the desired value in the 'Problem' field. Validate the 'Problem search results' does not contain the 'Code' column. Validate the problem 'Description' contains the SNOMED Code. Select the desired problem. Select "Active" in the 'Status' field. Check the 'Include in this plan?' field. Click [Launch Plan]. Validate the problem added in the previous steps is displayed. Click [Add New Problem]. Search for the desired value in the 'Problem Code' field. Validate the 'Results' dialog contains the SNOMED code. Select the desired problem. Select "Active" in the 'Status (Problem List)' field. Enter the desired value in the 'Problem' field'. Select "Active" in the 'Status' field. Click [Return to Plan] and submit the form. Access the 'Registry Settings' form. Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK]. Enter "2" in the 'Registry Setting Value' field. Click [Submit] and close the form. Select "Client A" and access the 'Treatment Plan' form. Select the treatment plan filed in the previous steps and click [Edit]. Validate all previously filed data is displayed. Navigate to the 'Problems' grid. Click [New Row]. Search for the desired value in the 'Problem' field. Validate the 'Problem search results' contains the 'Code' column. Validate the problem 'Description' does not contain the SNOMED Code. Select the desired problem. Select "Active" in the 'Status' field. Check the 'Include in this plan?' field. Click [Launch Plan]. Validate the problem added in the previous steps is displayed. Click [Add New Problem]. Search for the desired value in the 'Problem Code' field. Validate the 'Results' dialog does not contain the SNOMED code. Select the desired problem. Select "Active" in the 'Status (Problem List)' field. Enter the desired value in the 'Problem' field'. Select "Active" in the 'Status' field. Click [Return to Plan] and submit the form. Access the 'Registry Settings' form. Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK]. Remove the value in the 'Registry Setting Value' field so that it is null. Click [Submit] and close the form. Select "Client A" and access the 'Treatment Plan' form. Select the treatment plan filed in the previous steps and click [Edit]. Validate all previously filed data is displayed. Navigate to the 'Problems' grid. Click [New Row]. Search for the desired value in the 'Problem' field. Validate the 'Problem search results' contains the 'Code' column. Validate the problem 'Description' contains the SNOMED Code. Select the desired problem. Select "Active" in the 'Status' field. Check the 'Include in this plan?' field. Click [Launch Plan]. Validate the problem added in the previous steps is displayed. Click [Add New Problem]. Search for the desired value in the 'Problem Code' field. Validate the 'Results' dialog contains the SNOMED code. Select the desired problem. Select "Active" in the 'Status (Problem List)' field. Enter the desired value in the 'Problem' field'. Select "Active" in the 'Status' field. Click [Return to Plan] and submit the form.	Topics • Problem List • Registry Settings • Family Health History • Treatment Plan • NX
Update 9 Summary \| Details Immunizations -Multi-Dose Vaccination Series Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Health Maintenance Guideline Definition - Facility Client Health Maintenance Health Maintenance Guideline Definition - Custom Financial Eligibility Scenario 1: Client Health Maintenance - Validate Multi-Dose Hepatitis B Vaccination Series Specific Setup: A client is enrolled in an existing episode with a 'Date Of Birth' equal to "01/01/22" (Client A). Steps Access the 'Health Maintenance Guideline Definition - Facility' form. Click [Immunizations]. Click [New Row]. Select "Hep B, Adolescent or Pediatric" in the 'Vaccine' field. Select "1" in the 'Dose' field. Enter "0" in the 'Age Fr' field. Enter "3" in the 'Age To' field. Select "Years" in the 'Yr/Mo' field. Enter "0" in the 'Interval' field. Select "N/A" in the 'Interval Unit' field. Select "N/A" in the 'Interval Since' field. Select "No" in the 'Recurring' field. Click [New Row]. Select "Hep B, Adolescent or Pediatric" in the 'Vaccine' field. Select "2" in the 'Dose' field. Enter "0" in the 'Age Fr' field. Enter "3" in the 'Age To' field. Select "Years" in the 'Yr/Mo' field. Enter "28" in the 'Interval' field. Select "Days" in the 'Interval Unit' field. Select "Prior Dose Number" in the 'Interval Since' field. Select "Yes" in the 'Recurring' field. Validate an error message is displayed stating: 'Recurring' cannot be set to "Y" when 'Interval Since' is "Prior Dose Number". Click [OK] and validate the 'Recurring' field does not contain any value. Select "No" in the 'Recurring' field. Click [New Row]. Select "Hep B, Adolescent or Pediatric" in the 'Vaccine' field. Select "3" in the 'Dose' field. Enter "0" in the 'Age Fr' field. Enter "3" in the 'Age To' field. Select "Years" in the 'Yr/Mo' field. Enter "5" in the 'Interval' field. Select "Months" in the 'Interval Unit' field. Select "Prior Dose Number" in the 'Interval Since' field. Select "No" in the 'Recurring' field. Click [Save] and [Submit]. Access the 'Client Health Maintenance' form. Select "Client A" in the 'Client ID' field. Validate the 'Alerts' field contains an alert for dose 1 of the "Hep B, Adolescent or Pediatric" vaccine due on "01/01/2022". Click [Immunizations - Update]. Select "Hep B, Adolescent or Pediatric" in the 'Vaccine' field. Select "1" in the 'Dose' field. Select "Other" in the 'Provided By' field. Enter "01/01/2022" in the 'Date' field. Click [Save] and [Submit]. Access the 'Client Health Maintenance' form. Select "Client A" in the 'Client ID' field. Validate the 'Alerts' field contains an alert for dose 2 of the "Hep B, Adolescent or Pediatric" vaccine due on "01/29/2022". Click [Immunizations - Update]. Select "Hep B, Adolescent or Pediatric" in the 'Vaccine' field. Select "2" in the 'Dose' field. Select "Other" in the 'Provided By' field. Enter "01/29/2022" in the 'Date' field. Click [Save] and [Submit]. Access the 'Client Health Maintenance' form. Select "Client A" in the 'Client ID' field. Validate the 'Alerts' field contains an alert for dose 3 of the "Hep B, Adolescent or Pediatric" vaccine due on "06/29/2022". Click [Immunizations - Update]. Select "Hep B, Adolescent or Pediatric" in the 'Vaccine' field. Select "3" in the 'Dose' field. Select "Other" in the 'Provided By' field. Enter "06/29/2022" in the 'Date' field. Click [Save] and [Submit]. Access the 'Client Health Maintenance' form. Select "Client A" in the 'Client ID' field. Validate the 'Alerts' field no longer contains an alert for the "Hep B, Adolescent or Pediatric" vaccine. Close the form. 'Health Maintenance Guideline Definition - Facility' - 'Immunizations' Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Health Maintenance Financial Eligibility Health Maintenance Guideline Definition - Facility Scenario 1: 'Health Maintenance Guideline Definition - Facility' form - Validate 'Immunizations' guidelines Specific Setup: Two clients are defined with the following on file (Client A & Client B): Client A - Admitted into "Program A", Birth Date of "09/18/1980", "Guarantor A" on file in 'Financial Eligibility', and "Diagnosis A" on file in the 'Diagnosis' form Client B - Admitted into "Program B" with "Guarantor B" on file in 'Financial Eligibility', and "Diagnosis B" on file in the 'Diagnosis' form Steps Access the 'Health Maintenance Guideline Definition - Facility' form. Click [Immunizations]. Click [New Row]. Select "Adenovirus 4 and 7" in the 'Vaccine' field. Select "1" in the 'Dose' field. Enter "10" in the 'Age Fr' field. Enter "100" in the 'Age To' field. Select "Years" in the 'Yr/Mo' field. Enter "1" in the 'Interval' field. Select "Years" in the 'Interval Unit' field. Validate the 'Interval Since' field contains "Prior Dose Number". Select "Prior Dose Number" in the 'Interval Since' field. Select "Yes" in the 'Recurring' field. Validate an error message is displayed stating: 'Recurring' cannot be set to "Y" when 'Interval Since' is "Prior Dose Number". Click [OK] and validate the 'Recurring' field does not contain any value. Select "Apr 1" in the 'Interval Since' field. Select "Yes" in the 'Recurring' field. Validate the 'Guarantors' column is displayed. Select "Guarantor A" in the 'Guarantors' field. Click [New Row]. Select "BCG" in the 'Vaccine' field. Select "1" in the 'Dose' field. Enter "10" in the 'Age Fr' field. Enter "100" in the 'Age To' field. Select "Years" in the 'Yr/Mo' field. Enter "1" in the 'Interval' field. Select "Years" in the 'Interval Unit' field. Select "Apr 1" in the 'Interval Since' field. Select "Yes" in the 'Recurring' field. Validate the 'Diagnosis Lookup' and 'Diagnosis Codes' columns are displayed. Search for and select "Diagnosis A" in the 'Diagnosis Lookup' field and validate the 'Diagnosis Codes' field populates accordingly. Click [New Row]. Select "Cholera" in the 'Vaccine' field. Select "1" in the 'Dose' field. Enter "10" in the 'Age Fr' field. Enter "100" in the 'Age To' field. Select "Years" in the 'Yr/Mo' field. Enter "1" in the 'Interval' field. Select "Years" in the 'Interval Unit' field. Select "Apr 1" in the 'Interval Since' field. Select "Yes" in the 'Recurring' field. Validate the 'Programs' column is displayed. Select "Program A" in the 'Programs' field. Click [Save] and [Submit]. Access the 'Client Health Maintenance' form. Select "Client A" in the 'Client ID' field. Validate the 'Alerts' field contains alerts for the "BCG", "Cholera" and "Adenovirus 4 and 7" immunization guidelines filed in the previous steps. Validate the 'Due Date' for all three alerts are "04/01/1991" (Please note: this is based on the client's date of birth on file). Select "Client B" in the 'Client ID' field. Validate the 'Alerts' field does not contain any alerts because this client does not meet the immunization guidelines on file. Select "Client A" in the 'Client ID' field. Click [Update]. Select "BCG" in the 'Vaccine' field. Select "1" in the 'Dose' field. Select "Other" in the 'Provided By' field. Enter "04/01/2023" in the 'Date' field. Click [New Row]. Select "Adenovirus Types 4 and 7" in the 'Vaccine' field. Select "1" in the 'Dose' field. Select "Other" in the 'Provided By' field. Enter "04/01/2023" in the 'Date' field. Click [New Row]. Select "Cholera" in the 'Vaccine' field. Select "1" in the 'Dose' field. Select "Other" in the 'Provided By' field. Enter "04/01/2023" in the 'Date' field. Click [Save] and [Submit]. Access the 'Client Health Maintenance' form. Select "Client A" in the 'Client ID' field. Validate the 'Alerts' field contains alerts for "BCG", "Cholera" and "Adenovirus 4 and 7" immunization guidelines filed in the previous steps. Validate the 'Due Date' is now updated to display "04/01/2024". Close the form. 'Health Maintenance Guideline Definition - Facility' - 'Wellness Item' guideline definitions Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Health Maintenance Health Maintenance Guideline Definition - Facility Scenario 1: 'Health Maintenance Guideline Definition - Facility' form - Validate non-unique 'Wellness Item' guidelines Specific Setup: Dictionary values on file for the 'Other CWS Tabled Files' - 'Wellness Item (60014)' dictionary in 'Dictionary Update: Item 1 Item 2 Item 3 The following wellness items must be defined in the 'Health Maintenance Guideline Definition - Facility' form: Item 1 - Gender = Female, Age From = 18, Age To = 55, Yr/Mo = Years, Interval = 1, Interval Unit = Years, Recurring = Yes Item 2 - Gender = Male, Age From = 18, Age To = 55, Yr/Mo = Years, Interval = 1, Interval Unit = Years, Recurring = Yes Item 3 - Gender = Both, Age From = 18, Age To = 55, Yr/Mo = Years, Interval = 1, Interval Unit = Years, Recurring = Yes Steps Access the 'Health Maintenance Guideline Definition - Facility' form. Click [Wellness]. Validate the existing guidelines for "Item 1", "Item 2" and "Item 3" are displayed. Click [New Row]. Add a new row for "Item 3" that matches the previous definition, except 'Gender' is set to "Female". Click [Save]. Validate an error message is displayed stating: A wellness item is defined for Both Genders and a single Gender (Rows # and # have the same values). Click [OK]. Enter a new value in the 'Age From' and 'Age To' fields for the new row, that differs from the existing definition for "Item 3". Click [New Row]. Add a new row for "Item 1" that matches the previous definition, except 'Gender' is "Male". Click [New Row]. Add a new row for "Item 2" that matches the previous definition, except 'Gender' is "Female". Click [Save]. Validate no errors are displayed because each wellness item differs based on age range or gender. Click [Submit]. Access the 'Health Maintenance Guideline Definition - Facility' form. Click [Wellness]. Validate the wellness item guidelines filed in the previous steps are displayed. Click [Close/Cancel] and close the form. Scenario 2: 'Health Maintenance Guideline Definition - Facility' form - Validate unique 'Wellness Item' guidelines Specific Setup: Four clients are defined as follows: Client A - 'Male' client between the age range of 18 and 55 Client B - 'Female' client between the age range of 18 and 55 Client C - 'Male' client outside the age range of 18 and 55 Client D - 'Female' client outside the age range of 18 and 55 Dictionary values on file for the 'Other CWS Tabled Files' - 'Wellness Item (60014)' dictionary in 'Dictionary Update: Item 1 Item 2 Steps Access the 'Health Maintenance Guideline Definition - Facility' form. Click [Wellness]. Click [New Row]. Select "Item 1" in the 'Wellness Item' field. Select "Female" in the 'Gender' field. Enter "18" in the 'Age From' field. Enter "55" in the 'Age To' field. Select "Years" in the 'Yr/Mo' field. Enter "1" in the 'Interval' field. Select "Years" in the 'Interval Unit' field. Select "Yes" in the 'Recurring' field. Click [New Row]. Select "Item 2" in the 'Wellness Item' field. Select "Male" in the 'Gender' field. Enter "18" in the 'Age From' field. Enter "55" in the 'Age To' field. Select "Years" in the 'Yr/Mo' field. Enter "1" in the 'Interval' field. Select "Years" in the 'Interval Unit' field. Select "Yes" in the 'Recurring' field. Click [New Row]. Attempt to add a duplicate wellness item with the same definitions for "Item 1". Click [Save]. Validate an error message is displayed stating: A wellness item cannot be entered twice. Click [OK]. Delete the duplicate row. Click [New Row]. Attempt to add a duplicate wellness item with the same definitions for "Item 2". Click [Save]. Validate an error message is displayed stating: A wellness item cannot be entered twice. Click [OK]. Delete the duplicate row. Click [Save] and [Submit]. Access the 'Client Health Maintenance' form. Select "Client A" in the 'Client ID' field. Click [Wellness - Update]. Click [New Row]. Select "Item 1" in the 'Wellness Item' field. Validate an error message is displayed stating: This wellness items is for females only. Click [OK]. Select "Item 2" in the 'Wellness Item' field. Select "Other" in the 'Provided By' field. Enter the current date in the 'Date' field. Click [Save] and [Submit]. Access the 'Client Health Maintenance' form. Select "Client A" in the 'Client ID' field. Click [Wellness - Update]. Validate the wellness item filed in the previous steps is displayed. Click [Close/Cancel]. Select "Client B" in the 'Client ID' field. Click [Wellness - Update]. Click [New Row]. Select "Item 2" in the 'Wellness Item' field. Validate an error message is displayed stating: This wellness items is for males only. Click [OK]. Select "Item 1" in the 'Wellness Item' field. Select "Other" in the 'Provided By' field. Enter the current date in the 'Date' field. Click [Save] and [Submit]. Access the 'Client Health Maintenance' form. Select "Client B" in the 'Client ID' field. Click [Wellness - Update]. Validate the wellness item filed in the previous steps is displayed. Click [Close/Cancel]. Select "Client C" in the 'Client ID' field. Select "Item 2" in the 'Wellness Item' field. Validate an error message is displayed stating: The client's age does not match the age range for this wellness item. Click [OK] and [Close/Cancel]. Select "Client D" in the 'Client ID' field. Select "Item 1" in the 'Wellness Item' field. Validate an error message is displayed stating: The client's age does not match the age range for this wellness item. Click [OK] and [Close/Cancel]. Close the form. Client Health Maintenance - 'NDC' error dialog Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Health Maintenance Scenario 1: Client Health Maintenance - Add/Update Immunizations and Wellness Items Specific Setup: A client is enrolled in an existing episode (Client A). Steps Access the 'Client Health Maintenance' form. Select "Client A" in the 'Client ID' field. Click [Immunizations - Update]. Click [New Row]. Select any value in the 'Vaccine' field. Select any value in the 'Dose' field. Select "Facility" in the 'Provided By' field. Enter the desired date in the 'Date' field. Enter "1.0" in the 'Amount' field. Select any value in the 'Route' field. Enter "11112-0291-3" in the 'NDC' field. Validate an "Error" dialog is displayed stating: "The NDC must be entered in 5-4-2 format. If the label shows a 4-4-2 format then add a leading zero to the leftmost value. If the label shows a 5-3-2 format then add a leading zero to the middle value. And if the label shows a 5-4-1 format then add a leading zero to the rightmost value. If the NDC code is unreadable or otherwise unknown, enter 00000-0000-00.". Click [OK]. Enter "00000-0000-00" in the 'NDC' field. Populate all other required and desired fields. Click [Save] and [Submit]. Access the 'Client Health Maintenance' form. Select "Client A" in the 'Client ID' field. Click [Immunizations - Update]. Validate that the 'Immunizations' grid contains the vaccine filed in the previous steps. Click [Close/Cancel]. Click [Wellness - Update]. Click [New Row]. Select any value in the 'Wellness Item' field. Select "Facility" in the 'Provided By' field. Enter the desired date in the 'Date' field. Click [Save] and [Submit]. Access the 'Client Health Maintenance' form. Select "Client A" in the 'Client ID' field. Click the [Wellness - Update]. Validate the 'Wellness' grid contains the wellness item filed in the previous steps. Click [Close/Cancel] and close the form. Client Health Maintenance - NDC codes Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Health Maintenance Scenario 1: Validation of Client Health Maintenance - Immunization Items Grid Specific Setup: Two clients are enrolled in an existing episode (Client A and Client B). Steps Access the 'Dictionary Update' CWS form. Select "Other CWS Tabled Files" in the 'File' field. Select "(62009) Provided By" in the 'Data Element' field. Enter "1" in the 'Dictionary Code' field. Validate the 'Dictionary Value' field contains "Facility". Validate the 'Extended Dictionary Data Element' field now contains "(62082) NDC Required". Select "(62082) NDC Required" in the 'Extended Dictionary Data Element' field. Select "No" in the 'Extended Dictionary Value (Single Dictionary)' field. Click [Apply Changes]. Validate a message is displayed stating: Filed! Click [OK] and close the form. Access the 'Client Health Maintenance' form. Select "Client A" in the 'Client ID' field. Click [Immunizations - Update]. Click [New Row]. Select any value in the 'Vaccine' field. Select any value in the 'Dose' field. Select the "Facility" value in the 'Provided By' field. Enter the desired date in the 'Date' field. Select "No" in the 'Refused' field. Enter the desired time in the 'Time' field. Enter the desired value in the 'Amount' field. Select the desired value in the 'Unit' field. Select the desired value in the 'Route' field. Validate the 'NDC' field is not required. Select the desired value in the 'Manufacturer' field. Enter the desired value in the 'Lot #' field. Enter the desired date in the 'Exp Date' field. Select the desired practitioner in the 'Ordered By' field. Select the desired practitioner in the 'Administered By' field. Populate any other desired fields. Click [Save] and [Submit]. Access the 'Client Health Maintenance' form. Select "Client A" in the 'Client ID' field. Click [Immunizations - Update]. Validate the vaccine filed in the previous steps is displayed. Click [Close/Cancel] and close the form. Access the 'Dictionary Update' CWS form. Select "Other CWS Tabled Files" in the 'File' field. Select "(62009) Provided By" in the 'Data Element' field. Enter "1" in the 'Dictionary Code' field. Validate the 'Dictionary Value' field contains "Facility". Validate the 'Extended Dictionary Data Element' field now contains "(62082) NDC Required". Select "(62082) NDC Required" in the 'Extended Dictionary Data Element' field. Select "Yes" in the 'Extended Dictionary Value (Single Dictionary)' field. Click [Apply Changes]. Validate a message is displayed stating: Filed! Click [OK] and close the form. Access the 'Client Health Maintenance' form. Select "Client B" in the 'Client ID' field. Click [Immunizations - Update]. Click [New Row]. Select any value in the 'Vaccine' field. Select any value in the 'Dose' field. Select the "Facility" value in the 'Provided By' field. Enter the desired date in the 'Date' field. Select "No" in the 'Refused' field. Enter the desired time in the 'Time' field. Enter the desired value in the 'Amount' field. Select the desired value in the 'Unit' field. Select the desired value in the 'Route' field. Validate the 'NDC' field is now required. Enter a valid NDC code in the 'NDC' field. Select the desired value in the 'Manufacturer' field. Enter the desired value in the 'Lot #' field. Enter the desired date in the 'Exp Date' field. Select the desired practitioner in the 'Ordered By' field. Select the desired practitioner in the 'Administered By' field. Populate any other desired fields. Click [Save] and [Submit]. Access the 'Client Health Maintenance' form. Select "Client B" in the 'Client ID' field. Click [Immunizations - Update]. Validate the vaccine filed in the previous steps is displayed. Click [Close/Cancel] and close the form.	Topics • Client Health Maintenance • Client Health Alerts
Update 10 Summary \| Details Treatment Plan - Status Code Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Treatment Plan Number 7 Treatment Plan Scenario 1: Treatment Plan - Status Default Specific Setup: Test client admitted into an outpatient episode. Using "Site Specific Section Modeling", access each of the sections of the "Treatment Plan" form and enable the "Default to Specific Value on Addition of a New Table Row" field and select the default value from "Default (Dictionary - Single Response)" drop down. Using "Create New Treatment Plan" form, create a new treatment plan copy. Using "User Definition", give the user access to the new treatment plan copy that was created. Using "Site Specific Section Modeling", access each of the sections of the treatment plan copy form to disable the "Default to Specific Value on Addition of a New Table Row". Using the "Document Routing Setup" form, enable document routing for the treatment plan copy. Steps Open the "Registry Settings" form and check for the setting "Status Default Code". Validate the message "No Results found for Status Default Code" displays since this registry setting has been removed. Open the "Treatment Plan" form. Validate that on each of the sections of the treatment plan; problems, goals, objective, interventions, the "Status" field is populated with the value from the Site Specific Section Modeling "Status" field. Open the treatment plan copy that was created during this test. Validate that on each of the sections of the treatment plan; problems, goals, objective, interventions, the "Status" field is not defaulted. Scenario 2: Treatment Plan - File a Treatment Plan with Document Routing Specific Setup: Client is enrolled in an existing episode (Client A) The 'Treatment Plan' form must have document routing enabled. Must have the 'My To Do's' widget configured on a view. The 'Set Current Status To Active When Plan Is Finalized' registry setting is set to "N" for the 'Treatment Plan' form. The 'Set Current Status To Completed On Plan End Date' registry setting is set to "N" for the 'Treatment Plan' form. Steps Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Enter the current date is displayed in the 'Plan Date' field. Select the desired date in the 'Plan Date' field. Select the desired value in the 'Plan Type' field Select "Draft" in the 'Treatment Plan Status' field. Validate "Draft" is now selected in the 'Current Status' field. Click [Launch Plan]. Add a problem, goal, objective, and intervention. Click [Return to Plan] and [OK]. Select "Final" in the 'Draft/Final' field. Select "Active" in the 'Current Status' field. Click [Submit]. Validate a "Confirm Document" dialog is displayed for document routing. Validate all treatment plan data displays as expected. Please note: the 'Current Status' field will not be included in the document image. This is because the 'Current Status' field can be updated after a 'Treatment Plan' has been finalized. Click [Accept]. Enter the password and click [Verify]. Select "Client A" and access the 'Treatment Plan' form. Select the record from the previous steps and click [Edit]. Validate a message is displayed stating: This plan is marked as Final. Only the following field(s) may be updated: 'Current Status'. Do you want to continue? Click [Yes]. Validate the plan displays as expected and fields are disabled, except for the 'Current Status' field. Select "Completed" in the 'Current Status' field. Click [Submit]. Validate a message is displayed stating: The following fields are updated: 'Current Status'. Click [OK]. Select "Client A" and access the 'Treatment Plan' form. Select the record from the previous steps and click [Edit]. Validate a message is displayed stating: This plan is marked as Final. Only the following field(s) may be updated: 'Current Status'. Do you want to continue? Click [Yes]. Validate "Completed" is selected in the 'Current Status' field. Close the form. Treatment Plan - Transcriber ToDo Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Treatment Plan Practitioner Enrollment User Role Definition Treatment Plan Number 1 Scenario 1: Episodic Treatment Plans - Transcriber Default Author Specific Setup: Using the "Practitioner Enrollment" form, create 8 practitioners. Admit a client into an outpatient episode, populate the "Attending Practitioner" field with the staff designated as "Practitioner 1" and designate this "Client A". Admit a client into an outpatient episode, do not populate the "Attending Practitioner" field and designate this "Client B". Using "User Role Definition" add or edit a user role to give users access to the form being tested, to not allow customization and to designate the user role as a transcriber and set the "Default Author" to "Practitioner 3". Designate this "User Role A". Set up a user for each of the 8 practitioners using "User Definition". User 1 must be "Practitioner 1" and should not be a transcriber on the "Document Routing" section. User 2 must be "Practitioner 2" and should not be a transcriber on the "Document Routing" section. User 3 must be "Practitioner 3" and should not be a transcriber on the "Document Routing" section. User 4 must be "Practitioner 4" and should be designated a transcriber on the "Document Routing" section and should have "Practitioner 2" assigned as "Default Author" on the "Document Routing" section. User 5 must be "Practitioner 5" and should be assigned to "User Role A" and designated a transcriber on the "Document Routing" section. User 6 must be "Practitioner 6" and must be designated a transcriber but should have no "Default Author" defined on the "Document Routing" section. User 7 must be "Practitioner 7", should be assigned to "User Role A" and should be designated a transcriber and should have the "Default Author" set to "Practitioner 3" on the "Document Routing" section. User 8 must be "Practitioner 8", should be assigned to "User Role A" and should be designated a transcriber, the "Default Author" should be set to "Practitioner 2" on the "Document Routing" section. All users must be given access to the form being tested on the "Forms and Table" section of the "User Definition" form. All users must be set up to have a home view that contains the "MyToDo's" widget. Using the "Document Routing Setup" form, enable document routing and allow transcriber for the form being tested. Steps Test 1: User who is a transcriber, but has no default author assigned, client who has no attending practitioner. The result is the Select Author field will be blank. Login as "User 6". Using the "Treatment Plan" form, generate a progress note for "Client B" and set it to final. Validate the "Select Author" field is blank. Set "Select Author" to "User/Practitioner 2". Log off and login as "User/Practitioner 2". Navigate to the "myToDo's" widget. Select the transcription note that has transferred to this practitioner. Finalize the note and sign it. Open the "Clinical Document Viewer" form. Validate the form displays and prints. Validate the author column is correctly populated with the author in the SQL table "DocR.transcriber". Test 2: User who is a transcriber, and has a default author assigned in the "User Definition" form, client who has an attending practitioner. The result is the Select Author field will default to the "Default Author" in the "User Definition". Login as "User 4". Using the "Treatment Plan" form, generate a progress note for "Client A" and set it to final. Validate "Select Author" defaults to "User/Practitioner 2". Log off and login as "User/Practitioner 2". Navigate to the "myToDo's" widget. Select the transcription note that has transferred to this practitioner. Finalize the note and sign it. Open the "Clinical Document Viewer" form. Validate the form displays and prints. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber". Test 3: User who is a transcriber, is assigned to a default author assigned in the "User Definition" form, is also assigned to a user role that has a default author assigned and a client who does not have an attending practitioner. The result is the Select Author field will default to the user's default author from "User Definition". Login as "User 8". Using the "Treatment Plan" form, generate a progress note for "Client B" and set it to final. Validate "Select Author" defaults to "User/Practitioner 2". Log off and login as "User/Practitioner 2". Navigate to the "myToDo's" widget. Select the transcription note that has transferred to this practitioner. Finalize the note and sign it. Open the "Clinical Document Viewer" form. Validate the form displays and prints. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber". Test 4: User who is a transcriber, is assigned to a user role that has default author assigned, and has the same default author assigned on the user definition form and client who has an attending practitioner. The result is the Select Author field will default to the "Default Author" from the "User Definition" form. Login as "User 7". Using the "Treatment Plan" form, generate a progress note for "Client A" and set it to final. Validate "Select Author" defaults to "User/Practitioner 2". Log off and login as "User/Practitioner 2". Navigate to the "myToDo's" widget. Select the transcription note that has transferred to this practitioner. Finalize the note and sign it. Open the "Clinical Document Viewer" form. Validate the form displays and prints. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber". Test 5: User who is a transcriber, is assigned to a user role that has default author assigned, client who has an attending practitioner. The result is the Select Author field will default to the "Default Author" from the "User Role Definition". Login as "User 5". Using the "Treatment Plan" form, generate a progress note for "Client A" and set it to final. Validate "Select Author" defaults to "User/Practitioner 3". Log off and login as "User/Practitioner 3". Navigate to the "myToDo's" widget. Select the transcription note that has transferred to this practitioner. Finalize the note and sign it. Open the "Clinical Document Viewer" form. Validate the form displays and prints. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber". Test 6: User who is a transcriber, is assigned to a user role that has a default author assigned and a client who does not have an attending practitioner. The result is the Select Author field will default to the user's user role default author from "User Role Definition". Login as "User 5". Using the "Treatment Plan" form, generate a progress note for "Client B" and set it to final. Validate "Select Author" defaults to "User/Practitioner 3". Log off and login as "User/Practitioner 3". Navigate to the "myToDo's" widget. Select the transcription note that has transferred to this practitioner. Finalize the note and sign it. Open the "Clinical Document Viewer" form. Validate the form displays and prints. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber". Test 7: User who is a transcriber, has no "Default Author" in "User Definition" and a client who does not have an attending practitioner. The result is the Select Author field will default to blank. Login as "User 6". Using the "Treatment Plan" form, generate a progress note for "Client B" and set it to final. Validate "Select Author" defaults to "User/Practitioner 2". Log off and login as "User/Practitioner 2". Navigate to the "myToDo's" widget. Select the transcription note that has transferred to this practitioner. Finalize the note and sign it. Open the "Clinical Document Viewer" form. Validate the form displays and prints. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber". Test 8: User who is a transcriber, has no "Default Author" defined client who has an attending practitioner. Author rejected the initial note and returned to transcriber for corrections. Login as "User 6". Using the "Treatment Plan" form, generate a progress note for "Client A" and set it to final. Validate "Select Author" defaults to "User/Practitioner 2". Log off and login as "User/Practitioner 2". Navigate to the "myToDo's" widget. Select the transcription note that has transferred to this practitioner. Reject the note to send it back to the transcriber. Log off and login as "User 6". Navigate to the "myToDo's" widget. Open the "Treatment Plan" form from the myToDo's item. Correct and finalize the note. Validate "Select Author" defaults to "User/Practitioner 2". Log off and login as "User 2". Finalize the progress note. Navigate to the "myToDo's" widget. Select the transcription note that has transferred to this practitioner. Finalize the progress note. Open the "Clinical Document Viewer" form. Validate the form displays and prints. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber". Scenario 2: Treatment Plan - Transcriber and AutoSave Specific Setup: Enable the registry setting "Enable Automatic Backup". Open the "User Definition" form. Designate one user as a transcriber. Designate another user as the "Default Author" Open the "Document Routing Setup". Enable document routing for the "Treatment Plan" or copy of a treatment plan form. Admit a test client into any episode. Steps Log into Avatar as the user designated as the transcriber. Open the "Treatment Plan" or copy of a treatment plan form. Create a treatment plan and finalize it. Route it to the default author. Log out of Avatar. Log in as the default author the document was routed to. Navigate to the "myToDo's" widget. Finalize the document by setting "Draft/Final" to "Final". Sign or Accept the document. Open the "Clinical Document Viewer" form. Retrieve the document that was just saved. Validate it displays as it was saved. Progress Notes - Multiple Session Start and End Times Scenario 1: Progress Notes (Group and Individual) - Multiple Session Start and End times Specific Setup: Disable the registry setting "Allow Start - End Times to Extend Beyond Midnight". Enable the registry setting "Multiple Start and End Times to Document Sessions". Set the registry setting "Recalculate Service Duration When Service Start - End Times Updated" to "1&2&3&4". Using "Document Routing Setup", enable document routing for the "Progress Notes (Group and Individual)" form. Admit a test client. Steps Open the "Progress Notes (Group and Individual)" form. Create an individual progress note for a "New Service". Enter in multiple session start - end times. Validate the "Service Duration" field equals the totals of the multiple session times. Finalize the note. Open the "Clinical Document Viewer" form. Validate the document that was just filed can be retrieved and displayed. Scenario 2: Progress Notes (Group and Individual) - validate session start/end times Specific Setup: Client must be enrolled in an existing episode (Client A). Steps Access the 'Registry Settings' form. Set the 'Limit Registry Settings to the Following Search Criteria' field to "Multiple Start and End Times". Click [View Registry Settings]. Select "Multiple Start and End Times to Document Sessions". Click [OK]. Set the 'Registry Setting Value' to "Y". Click [Submit] and close the form. Access the 'Progress Notes (Group and Individual)' form. Select "Client A" and the desired episode. Select "New Service" in the 'Progress Note For' field. Set the 'Session Start Time' and Session End Time' to the desired values and click [Add/Update Time]. Validate the 'Service Duration' field contains the associated value. Select the 'myDay' view. Navigate back to the open 'Progress Note' form. Validate the 'Start/End Time(s)' field contains the value from the previous steps. Edit any desired fields. Select the 'myDay' view. Navigate back to the open 'Progress Note' form. Validate any changes were saved. Submit the note and close the form. Access the 'Registry Settings' form. Set the 'Limit Registry Settings to the Following Search Criteria' field to "Multiple Start and End Times". Click [View Registry Settings]. Select "Multiple Start and End Times to Document Sessions". Click [OK]. Set the 'Registry Setting Value' to "N". Click [Submit] and close the form. Access the 'Progress Notes (Group and Individual)' form. Select "Client A" and the desired episode. Select "New Service" in the 'Progress Note For' field. Set the 'Service Start Time' and 'Service End Time' fields to the desired value. Select the 'myDay' view. Navigate back to the open 'Progress Note' form. Validate the 'Service Start Time' and 'Service End Time' are saved. Submit the note and close the form.	Topics • Treatment Plan • NX • Progress Notes • Registry Settings • Progress Notes (Group And Individual)
Update 11 Summary \| Details Treatment Plan Interventions - 'Assigned Services' grid Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Treatment Plan Treatment Plan 13 Scenario 1: Treatment Plan (Interventions) - "Assigned Services" grid functionality Specific Setup: The client must be admitted to an active episode. (Client A). Registry setting 'Avatar CWS->Treatment Plan->->->->Enable Service Entry Restriction by Client Treatment Plan' must be enabled. Registry setting 'Avatar PM->System Maintenance->Program Maintenance->->->Activate Program/Service Code Filter' must be enabled. Document routing must be enabled for the 'Treatment Plan' form through 'Document Routing Setup'. Steps Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Set the 'Plan Date' field to the current date. Select any value in the 'Plan Type' field. Select any value from the 'Problem List'. Enter any value in the 'Strengths' field. Enter any value in the 'Weakness' field. Enter any value in the 'Discharge Planning' field. Select "Draft" in the 'Draft/Final' field. Click [Launch Plan]. Select the problem from the 'Tree View'. Select any value from the 'Status' field. Validate that all the fields display as expected. Add a 'Goal' and 'Objective' if desired and validate the fields display as expected. Click [Add New Intervention]. Enter any value in the 'Intervention' text field. Select any value from the 'Status' field. Click [Add Service] in the 'Assigned Services' field. Validate the 'Assigned Services' gird fields are displayed in the following order: Service Program, Service Code, Frequency, Duration, Amount, Service Mode, Place of Service, Agency and Staff Responsible. Populate the 'Service Program' field. Enter a search value in the 'Service Code' field to bring up the listing of service code values. Select any service code. Validate that the service code field is populated as expected in the 'Service Code' field. Select any value in the 'Frequency' field. Select any value in the 'Duration' field. Enter any value in the 'Amount' field. Select any value in the 'Service Mode' field. Select any value in the 'Place of Service field. Enter and value in the 'Agency and Staff Responsible' field. Click [Add Service] in the 'Assigned Services' field. Populate all desired fields. Click [Return To Plan]. Click [Submit]. Select "Client A" and access the Chart View. Select "Treatment Plan" from the 'Forms List'. Validate the draft 'Treatment Plan' data filed in the previous steps is displayed. Validate the 'Assigned Services' field contains the data in the following order: Service Program, Service Code, Frequency, Duration, Amount, Service Mode, Place of Service, Agency and Staff Responsible. Close the chart. Select "Client A" and access the 'Treatment Plan' form. Click to edit the row just submitted. Click [Launch Plan]. Click the 'Interventions' item on the plan tree. Click [Add New Intervention]. Enter any value in the 'Intervention' text field. Select any value from the 'Status' field. In the 'Assigned Services' grid, click [Copy Service]. In the 'Add Services From Other Interventions' dialog, choose the service added in the intervention previously submitted. Click [Copy]. Validate that the 'Assigned Services' grid columns are populated with the service information, as expected. Click [Copy Service]. Validate that the service previously copied is disabled and select the remaining service. Validate the services display as expected and neither are duplicated. Select the 'Assigned Services' row just added. Click the [Delete Service] button. Validate that the service row is removed from the 'Assigned Services' grid, as expected. Click [Return to Plan]. Select "Final" in the 'Draft/Final' field. Click [Submit]. Validate the document routing preview displays the 'Assigned Services' data in the following order: Service Program, Service Code, Frequency, Duration, Amount, Service Mode, Place of Service, Agency and Staff Responsible. Click [Accept]. Enter the password associated with the logged in user and click [Verify]. Select "Client A" and access the Chart View. Select "Treatment Plan" from the 'Forms List'. Validate the finalized 'Treatment Plan' data filed in the previous steps is displayed. Validate the 'Assigned Services' field contains the data in the following order: Service Program, Service Code, Frequency, Duration, Amount, Service Mode, Place of Service, Agency and Staff Responsible. Close the chart.	Topics • Treatment Plan • Document Routing • Chart View
Update 12 Summary \| Details Results Entry - Delete Results Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Results Entry Scenario 1: 'Results Entry' - Add/Edit/Delete Results Specific Setup: A client is enrolled in an existing episode (Client A). Steps Select "Client A" and access the 'Results Entry' form. Select "Add" in the 'Add/Edit/Delete Result' field. Populate all required and desired fields. Click [File Header Info]. Validate a message is displayed stating: Header information filed. Click [OK]. Select "Edit" in the 'Add/Edit/Delete Result' field. Click [Select Result]. Select the result filed in the previous steps from the 'Select Result' dialog and click [OK]. Validate all previously filed data is displayed. Update any desired fields. Click [File Header Info]. Validate a message is displayed stating: Header information filed. Click [OK]. Select "Delete" in the 'Add/Edit/Delete Result' field. Click [Select Result]. Select the result filed in the previous steps from the 'Select Result' dialog and click [OK]. Validate all previously filed data is displayed. Click [File Header Info]. Validate a message is displayed stating: This will delete the selected result and all of its associated details. Are you sure you want to continue? Click [Yes] Validate a message is displayed stating: Result deleted. Click [OK] and [Exit Option].	Topics • Results Entry
Update 14 Summary \| Details Progress Notes (Group and Individual) - Reject note workflow Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Practitioner Enrollment User Role Definition Attending Practitioner Scenario 1: Ambulatory Progress Notes - Transcriber Default Author Specific Setup: Using the "Practitioner Enrollment" form, create 8 practitioners. Admit a client into an outpatient episode, populate the "Attending Practitioner" field with the staff designated as "Practitioner 1" and designate this "Client A". Admit a client into an outpatient episode, do not populate the "Attending Practitioner" field and designate this "Client B". Using "User Role Definition" add or edit a user role to give users access to the form being tested, to not allow customization and to designate the user role as a transcriber and set the "Default Author" to "Practitioner 3". Designate this "User Role A". Set up a user for each of the 8 practitioners using "User Definition". User 1 must be "Practitioner 1" and should not be a transcriber on the "Document Routing" section. User 2 must be "Practitioner 2" and should not be a transcriber on the "Document Routing" section. User 3 must be "Practitioner 3" and should not be a transcriber on the "Document Routing" section. User 4 must be "Practitioner 4" and should be designated a transcriber on the "Document Routing" section and should have "Practitioner 2" assigned as "Default Author" on the "Document Routing" section. User 5 must be "Practitioner 5" and should be assigned to "User Role A" and designated a transcriber on the "Document Routing" section. User 6 must be "Practitioner 6" and must be designated a transcriber but should have no "Default Author" defined on the "Document Routing" section. User 7 must be "Practitioner 7", should be assigned to "User Role A" and should be designated a transcriber and should have the "Default Author" set to "Practitioner 3" on the "Document Routing" section. User 8 must be "Practitioner 8", should be assigned to "User Role A" and should be designated a transcriber, the "Default Author" should be set to "Practitioner 2" on the "Document Routing" section. All users must be given access to the form being tested on the "Forms and Table" section of the "User Definition" form. All users must be set up to have a home view that contains the "MyToDo's" widget. Using the "Document Routing Setup" form, enable document routing and allow transcriber for the form being tested. Steps Test 1: User who is a transcriber, but has no default author assigned, client who has no attending practitioner. The result is the Select Author field will be blank. Login as "User 6". Using the "Ambulatory Progress Notes" form, generate a progress note for "Client B" and set it to final. Validate the "Select Author" field is blank. Set "Select Author" to "User/Practitioner 2". Log off and login as "User/Practitioner 2". Navigate to the "myToDo" widget. Select the transcription note that has transferred to this practitioner. Finalize the note and sign it. Open the "Clinical Document Viewer" form. Validate the form displays and prints. Validate the author column is correctly populated with the author in the SQL table "DocR.transcriber". Test 2: User who is a transcriber, but has no default author assigned, client who has an attending practitioner. The result is the Select Author will default to the client's attending practitioner. Login as "User 6". Using the "Ambulatory Progress Notes" form, generate a progress note and for "Client A" and set it to final. Validate "Select Author" defaults to "User/Practitioner 1". Log off and login as "User/Practitioner 1". Navigate to the "myToDo" widget. Select the transcription note that has transferred to this practitioner. Finalize the note and sign it. Open the "Clinical Document Viewer" form. Validate the form displays and prints. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber". Test 3: User who is a transcriber, and has a default author assigned in the "User Definition" form, client who has an attending practitioner. The result is the Select Author field will default to the client's attending practitioner. Login as "User 4". Using the "Ambulatory Progress Notes" form, generate a progress note for "Client A" and set it to final. Validate "Select Author" defaults to "User/Practitioner 2". Log off and login as "User/Practitioner 2". Navigate to the "myToDo" widget. Select the transcription note that has transferred to this practitioner. Finalize the note and sign it. Open the "Clinical Document Viewer" form. Validate the form displays and prints. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber". Test 4: User who is a transcriber, is assigned to a user role that has default author assigned, client who has an attending practitioner. The result is the Select Author field will default to the client's attending practitioner. Login as "User 5". Using the "Ambulatory Progress Notes" form, generate a progress note for "Client A" and set it to final. Validate "Select Author" defaults to "User/Practitioner 3". Log off and login as "User/Practitioner 3". Navigate to the "myToDo" widget. Select the transcription note that has transferred to this practitioner. Finalize the note and sign it. Open the "Clinical Document Viewer" form. Validate the form displays and prints. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber". Test 5: User who is a transcriber, is assigned to a user role that has default author assigned, and has the same default author assigned on the user definition form and client who has an attending practitioner. The result is the Select Author field will default to the client's attending practitioner. Login as "User 7". Using the "Ambulatory Progress Notes" form, generate a progress note for "Client A" and set it to final. Validate "Select Author" defaults to "User/Practitioner 2". Log off and login as "User/Practitioner 2". Navigate to the "myToDo" widget. Select the transcription note that has transferred to this practitioner. Finalize the note and sign it. Open the "Clinical Document Viewer" form. Validate the form displays and prints. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber". Test 6: User who is a transcriber, and has a default author assigned in the "User Definition" form, client who does not have an attending practitioner. The result is the Select Author field will default to the user's default author from "User Definition". Login as "User 4". Using the "Ambulatory Progress Notes" form, generate a progress note for "Client B" and set it to final. Validate "Select Author" defaults to "User/Practitioner 2". Log off and login as "User/Practitioner 2". Navigate to the "myToDo" widget. Select the transcription note that has transferred to this practitioner. Finalize the note and sign it. Open the "Clinical Document Viewer" form. Validate the form displays and prints. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber". Test 7: User who is a transcriber, is assigned to a default author assigned in the "User Definition" form, is also assigned to a user role that has a default author assigned and a client who does not have an attending practitioner. The result is the Select Author field will default to the user's default author from "User Definition". Login as "User 8". Using the "Ambulatory Progress Notes" form, generate a progress note for "Client B" and set it to final. Validate "Select Author" defaults to "User/Practitioner 2". Log off and login as "User/Practitioner 2". Navigate to the "myToDo" widget. Select the transcription note that has transferred to this practitioner. Finalize the note and sign it. Open the "Clinical Document Viewer" form. Validate the form displays and prints. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber". Test 8: User who is a transcriber, is assigned to a user role that has a default author assigned and a client who does not have an attending practitioner. The result is the Select Author field will default to the user's user role default author from "User Role Definition". Login as "User 8". Using the "Ambulatory Progress Notes" form, generate a progress note for "Client B" and set it to final. Validate "Select Author" defaults to "User/Practitioner 3". Log off and login as "User/Practitioner 3". Navigate to the "myToDo" widget. Select the transcription note that has transferred to this practitioner. Finalize the note and sign it. Open the "Clinical Document Viewer" form. Validate the form displays and prints. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber". Test 9: User who is a transcriber, is assigned to a user role that has a default author assigned and a client who does not have an attending practitioner. The result is that no matter the default value, if you change the "Select Author" to someone else, the note will be routed to them. Login as "User 8". Using the "Ambulatory Progress Notes" form, generate a progress note for "Client B" and set it to final. Validate "Select Author" defaults to "User/Practitioner 2". Change the "Select Author" to "User/Transcriber 3". Log off and login as "User/Practitioner 3". Navigate to the "myToDo" widget. Select the transcription note that has transferred to this practitioner. Finalize the note and sign it. Open the "Clinical Document Viewer" form. Validate the form displays and prints. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber". Test 10: User who is a transcriber, is assigned to a user role that has default author assigned, and has the same default author assigned on the user definition form, client who has an attending practitioner. Author rejected the initial note and returned to transcriber for corrections. Login as "User 7". Using the "Ambulatory Progress Notes" form, generate a progress note for "Client A" and set it to final. Validate "Select Author" defaults to "User/Practitioner 1". Log off and login as "User/Practitioner 1". Navigate to the "myToDo" widget. Select the transcription note that has transferred to this practitioner. Reject the note to send it back to the transcriber. Log off and login as "User 7". Navigate to the "myToDo" widget. Open the "Ambulatory Progress Notes" form from the myToDo's item. Correct and finalize the note. Validate "Select Author" defaults to "User/Practitioner 1". Log off and login as "User 1". Finalize the progress note. Navigate to the "myToDo" widget. Select the transcription note that has transferred to this practitioner. Finalize the progress note. Open the "Clinical Document Viewer" form. Validate the form displays and prints. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber". Scenario 2: Progress Notes (Group and Individual) - Transcriber Default Author Specific Setup: Using the "Practitioner Enrollment" form, create 8 practitioners. Admit a client into an outpatient episode, populate the "Attending Practitioner" field with the staff designated as "Practitioner 1" and designate this "Client A". Admit a client into an outpatient episode, do not populate the "Attending Practitioner" field and designate this "Client B". Using "User Role Definition" add or edit a user role to give users access to the form being tested, to not allow customization and to designate the user role as a transcriber and set the "Default Author" to "Practitioner 3". Designate this "User Role A". Set up a user for each of the 8 practitioners using "User Definition". User 1 must be "Practitioner 1" and should not be a transcriber on the "Document Routing" section. User 2 must be "Practitioner 2" and should not be a transcriber on the "Document Routing" section. User 3 must be "Practitioner 3" and should not be a transcriber on the "Document Routing" section. User 4 must be "Practitioner 4" and should be designated a transcriber on the "Document Routing" section and should have "Practitioner 2" assigned as "Default Author" on the "Document Routing" section. User 5 must be "Practitioner 5" and should be assigned to "User Role A" and designated a transcriber on the "Document Routing" section. User 6 must be "Practitioner 6" and must be designated a transcriber but should have no "Default Author" defined on the "Document Routing" section. User 7 must be "Practitioner 7", should be assigned to "User Role A" and should be designated a transcriber and should have the "Default Author" set to "Practitioner 3" on the "Document Routing" section. User 8 must be "Practitioner 8", should be assigned to "User Role A" and should be designated a transcriber, the "Default Author" should be set to "Practitioner 2" on the "Document Routing" section. All users must be given access to the form being tested on the "Forms and Table" section of the "User Definition" form. All users must be set up to have a home view that contains the "MyToDo's" widget. Using the "Document Routing Setup" form, enable document routing and allow transcriber for the form being tested. Steps Test 1: User who is a transcriber, but has no default author assigned, client who has no attending practitioner. The result is the Select Author field will be blank. Login as "User 6". Using the "Progress Notes (Group and Individual)" form, generate a progress note for "Client B" and set it to final. Validate the "Select Author" field is blank. Set "Select Author" to "User/Practitioner 2". Log off and login as "User/Practitioner 2". Navigate to the "myToDo" widget. Select the transcription note that has transferred to this practitioner. Finalize the note and sign it. Open the "Clinical Document Viewer" form. Validate the form displays and prints. Validate the author column is correctly populated with the author in the SQL table "DocR.transcriber". Test 2: User who is a transcriber, but has no default author assigned, client who has an attending practitioner. The result is the Select Author will default to the client's attending practitioner. Login as "User 6". Using the "Progress Notes (Group and Individual)" form, generate a progress note and for "Client A" and set it to final. Validate "Select Author" defaults to "User/Practitioner 1". Log off and login as "User/Practitioner 1". Navigate to the "myToDo" widget. Select the transcription note that has transferred to this practitioner. Finalize the note and sign it. Open the "Clinical Document Viewer" form. Validate the form displays and prints. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber". Test 3: User who is a transcriber, and has a default author assigned in the "User Definition" form, client who has an attending practitioner. The result is the Select Author field will default to the client's attending practitioner. Login as "User 4". Using the "Progress Notes (Group and Individual)" form, generate a progress note for "Client A" and set it to final. Validate "Select Author" defaults to "User/Practitioner 2". Log off and login as "User/Practitioner 2". Navigate to the "myToDo" widget. Select the transcription note that has transferred to this practitioner. Finalize the note and sign it. Open the "Clinical Document Viewer" form. Validate the form displays and prints. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber". Test 4: User who is a transcriber, is assigned to a user role that has default author assigned, client who has an attending practitioner. The result is the Select Author field will default to the client's attending practitioner. Login as "User 5". Using the "Progress Notes (Group and Individual)" form, generate a progress note for "Client A" and set it to final. Validate "Select Author" defaults to "User/Practitioner 3". Log off and login as "User/Practitioner 3". Navigate to the "myToDo" widget. Select the transcription note that has transferred to this practitioner. Finalize the note and sign it. Open the "Clinical Document Viewer" form. Validate the form displays and prints. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber". Test 5: User who is a transcriber, is assigned to a user role that has default author assigned, and has the same default author assigned on the user definition form and client who has an attending practitioner. The result is the Select Author field will default to the client's attending practitioner. Login as "User 7". Using the "Progress Notes (Group and Individual)" form, generate a progress note for "Client A" and set it to final. Validate "Select Author" defaults to "User/Practitioner 2". Log off and login as "User/Practitioner 2". Navigate to the "myToDo" widget. Select the transcription note that has transferred to this practitioner. Finalize the note and sign it. Open the "Clinical Document Viewer" form. Validate the form displays and prints. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber". Test 6: User who is a transcriber, and has a default author assigned in the "User Definition" form, client who does not have an attending practitioner. The result is the Select Author field will default to the user's default author from "User Definition". Login as "User 4". Using the "Progress Notes (Group and Individual)" form, generate a progress note for "Client B" and set it to final. Validate "Select Author" defaults to "User/Practitioner 2". Log off and login as "User/Practitioner 2". Navigate to the "myToDo" widget. Select the transcription note that has transferred to this practitioner. Finalize the note and sign it. Open the "Clinical Document Viewer" form. Validate the form displays and prints. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber". Test 7: User who is a transcriber, is assigned to a default author assigned in the "User Definition" form, is also assigned to a user role that has a default author assigned and a client who does not have an attending practitioner. The result is the Select Author field will default to the user's default author from "User Definition". Login as "User 8". Using the "Progress Notes (Group and Individual)" form, generate a progress note for "Client B" and set it to final. Validate "Select Author" defaults to "User/Practitioner 2". Log off and login as "User/Practitioner 2". Navigate to the "myToDo" widget. Select the transcription note that has transferred to this practitioner. Finalize the note and sign it. Open the "Clinical Document Viewer" form. Validate the form displays and prints. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber". Test 8: User who is a transcriber, is assigned to a user role that has a default author assigned and a client who does not have an attending practitioner. The result is the Select Author field will default to the user's user role default author from "User Role Definition". Login as "User 8". Using the "Progress Notes (Group and Individual)" form, generate a progress note for "Client B" and set it to final. Validate "Select Author" defaults to "User/Practitioner 3". Log off and login as "User/Practitioner 3". Navigate to the "myToDo" widget. Select the transcription note that has transferred to this practitioner. Finalize the note and sign it. Open the "Clinical Document Viewer" form. Validate the form displays and prints. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber". Test 9: User who is a transcriber, is assigned to a user role that has a default author assigned and a client who does not have an attending practitioner. The result is that no matter the default value, if you change the "Select Author" to someone else, the note will be routed to them. Login as "User 8". Using the "Progress Notes (Group and Individual)" form, generate a progress note for "Client B" and set it to final. Validate "Select Author" defaults to "User/Practitioner 2". Change the "Select Author" to "User/Transcriber 3". Log off and login as "User/Practitioner 3". Navigate to the "myToDo" widget. Select the transcription note that has transferred to this practitioner. Finalize the note and sign it. Open the "Clinical Document Viewer" form. Validate the form displays and prints. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber". Test 10: User who is a transcriber, is assigned to a user role that has default author assigned, and has the same default author assigned on the user definition form, client who has an attending practitioner. Author rejected the initial note and returned to transcriber for corrections. Login as "User 7". Using the "Progress Notes (Group and Individual)" form, generate a progress note for "Client A" and set it to final. Validate "Select Author" defaults to "User/Practitioner 1". Log off and login as "User/Practitioner 1". Navigate to the "myToDo" widget. Select the transcription note that has transferred to this practitioner. Reject the note to send it back to the transcriber. Log off and login as "User 7". Navigate to the "myToDo" widget. Open the "Progress Notes (Group and Individual)" form from the myToDo's item. Correct and finalize the note. Validate "Select Author" defaults to "User/Practitioner 1". Log off and login as "User 1". Finalize the progress note. Navigate to the "myToDo" widget. Select the transcription note that has transferred to this practitioner. Finalize the progress note. Open the "Clinical Document Viewer" form. Validate the form displays and prints. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber". Test 11: User who is a transcriber, has no default author assigned, is not assigned to a user role., client who has an attending practitioner. After note is transcribed, the client's attending practitioner is changed to another practitioner. Note remains with the original author and doesn't transfer to the new attending practitioner for the client. Login as "User 8". Using the "Progress Notes (Group and Individual)" form, generate a progress note for "Client A" and set it to final. Validate "Select Author" defaults to "User/Practitioner 1". Open the "Attending Practitioner" form and change the practitioner to "Practitioner 2". Log off and login as "User/Practitioner 2". Navigate to the "myToDo" widget. This user won't get a To Do for this item because the To do will stay with the original author. Log off and log in as "User/Practitioner 1". Navigate to the "myToDo's" widget. Select the transcription note that has transferred to this practitioner. Finalize the progress note. Open the "Clinical Document Viewer" form. Validate the form displays and prints. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber". Scenario 3: Progress Notes (Group and Individual) - Reject document workflow Specific Setup: Using the "Document Routing Setup" form, enable document routing for the "Progress Notes (Group and Individual)" form. Using the "User Definition" form, on the "Appointment Scheduling" section, setup the "Progress Notes (Group and Individual)" form so it appears on the right click menu in "Scheduling Calendar". Enable the registry setting "Avatar CWS->Progress Notes->Progress Notes (Group and Individual)->->-Post Appointment When the Note Is Submitted". Admit a new client or select an existing one who is enrolled in an outpatient program. Steps Open the "Scheduling Calendar" form, create a new appointment for the test client. Right click on the new appointment and select the "Progress Notes (Group and Individual)" form. Generate a progress note, finalize it, and route it to an approver. Close the "Scheduling Calendar" form. Log off and login as the user who is the approver. Navigate to the "MyToDo" widget. Access the "Progress Notes (Group and Individual)" form and click the "Review" button. Click the "Reject" button. Click the "Sign" button. Close the "MyToDo" widget. Log off. Log back on as the user who was the progress note's author. Navigate to the "MyToDo" widget. Correct the note and finalize it. Click the "Sign" or "Accept" button (depending on configuration). Open the "Client Ledger" and validate a service was generated when the note was finalized. Open the "Clinical Document Viewer", validate the document is stored and can be retrieved. Open the "Scheduling Calendar" form. Create a new appointment for the test client. Close the "Scheduling Calendar" form. Open the "Progress Notes (Group and Individual)" form. Generate a progress note, finalize it, and route it to an approver. Log off and login as the user who is the approver. Navigate to the "MyToDo" widget. Access the "Progress Notes (Group and Individual)" form and click the "Review" button. Click the "Reject" button. Click the "Sign" button. Close the "MyToDo" widget. Log off. Log back on as the user who was the progress note's author. Navigate to the "MyToDo" widget. Correct the note and finalize it. Click the "Sign and Route" or "Accept and Route" button (depending on configuration). Route the document to an approver. Log off. Log back on as the user who is the approver. Navigate to the "MyToDo" widget. Click the "Review" button. Click the "Reject" button to reject the document a second time. Close the "ToDo" widget. Log off Log back on as the note's author. Navigate to the "MyTo" widget. Locate the note that was rejected again. Finalize the note and route to the approver again. Log off. Log in as the note's approver. Navigate to the "MyTo" widget. Locate the document and click "Accept" button. Click "Sign" button. Open the "Client Ledger" and validate a service was generated when the note was finalized. Open the "Clinical Document Viewer", validate the document is stored and can be retrieved. Open the "Scheduling Calendar" form, create a new appointment for the test client. Right click on the new appointment and select the "Progress Notes (Group and Individual)" form. Generate a progress note, finalize it, and route it to 2 approvers. Close the "Scheduling Calendar" form. Log off and login as a user who is an approver. Navigate to the "MyToDo" widget. Access the "Progress Notes (Group and Individual)" form and click the "Review" button. Click the "Reject" button. Click the "Sign" button. Close the "MyToDo" widget. Log off. Log back on as the user who is the progress note's author. Navigate to the "MyToDo" widget. Correct the note and finalize it. Click the "Sign" or "Accept" button (depending on configuration) and route to 2 approvers. Log off and login as a user who is an approver. Navigate to the "MyToDo" widget. Access the "Progress Notes (Group and Individual)" form and click the "Review" button. Click the "Accept" button. Click the "Sign" Button. Log off. Log in as the remaining approver. Access the "Progress Notes (Group and Individual)" form and click the "Review" button. Click the "Accept" button. Click the "Sign" Button. Log off. Log back on as the note's author. Open the "Client Ledger" and validate a service was generated when the note was finalized. Open the "Clinical Document Viewer", validate the document is stored and can be retrieved. Open the "Scheduling Calendar" form, create a new appointment for the test client. Right click on the new appointment and select the "Progress Notes (Group and Individual)" form. Generate a progress note, finalize it, and sign or accept it. Close the "Scheduling Calendar" form. Open the "Client Ledger" and validate a service was generated when the note was finalized. Open the "Clinical Document Viewer", validate the document is stored and can be retrieved. Scenario 4: Ambulatory Progress Notes - Reject document workflow Specific Setup: Using the "Document Routing Setup" form, enable document routing for the "Ambulatory Progress Notes" form. Using the "User Definition" form, on the "Appointment Scheduling" section, setup the "Ambulatory Progress Notes" form so it appears on the right click menu in "Scheduling Calendar". Enable the registry setting "Avatar CWS->Progress Notes->Ambulatory Progress Notes->->->Post Appointment When the Note Is Submitted". Admit a new client or select an existing one who is enrolled in an outpatient program. Steps Open the "Scheduling Calendar" form, create a new appointment for the test client. Right click on the new appointment and select the "Ambulatory Progress Notes" form. Generate a progress note, finalize it, and route it to an approver. Close the "Scheduling Calendar" form. Log off and login as the user who is the approver. Navigate to the "MyToDo" widget. Access the "Ambulatory Progress Notes" form and click the "Review" button. Click the "Reject" button. Click the "Sign" button. Close the "MyToDo" widget. Log off. Log back on as the user who was the progress note's author. Navigate to the "MyToDo" widget. Correct the note and finalize it. Click the "Sign" or "Accept" button (depending on configuration). Open the "Client Ledger" and validate a service was generated when the note was finalized. Open the "Clinical Document Viewer", validate the document is stored and can be retrieved. Open the "Scheduling Calendar" form. Create a new appointment for the test client. Close the "Scheduling Calendar" form. Open the "Ambulatory Progress Notes" form. Generate a progress note, finalize it, and route it to an approver. Log off and login as the user who is the approver. Navigate to the "MyToDo" widget. Access the "Ambulatory Progress Notes" form and click the "Review" button. Click the "Reject" button. Click the "Sign" button. Close the "MyToDo" widget. Log off. Log back on as the user who was the progress note's author. Navigate to the "MyToDo" widget. Correct the note and finalize it. Click the "Sign and Route" or "Accept and Route" button (depending on configuration). Route the document to an approver. Log off. Log back on as the user who is the approver. Navigate to the "MyToDo" widget. Click the "Review" button. Click the "Reject" button to reject the document a second time. Close the "MyToDo" widget. Log off Log back on as the note's author. Navigate to the "MyToDo" widget. Locate the note that was rejected again. Finalize the note and route to the approver again. Log off. Log in as the note's approver. Navigate to the "MyToDo" widget. Locate the document and click "Accept" button. Click "Sign" button. Open the "Client Ledger" and validate a service was generated when the note was finalized. Open the "Clinical Document Viewer", validate the document is stored and can be retrieved. Open the "Scheduling Calendar" form, create a new appointment for the test client. Right click on the new appointment and select the "Ambulatory Progress Notes" form. Generate a progress note, finalize it, and route it to 2 approvers. Close the "Scheduling Calendar" form. Log off and login as a user who is an approver. Navigate to the "MyToDo" widget. Access the "Ambulatory Progress Notes" form and click the "Review" button. Click the "Reject" button. Click the "Sign" button. Close the "MyToDo" widget. Log off. Log back on as the user who is the progress note's author. Navigate to the "MyToDo" widget. Correct the note and finalize it. Click the "Sign" or "Accept" button (depending on configuration) and route to 2 approvers. Log off and login as a user who is an approver. Navigate to the "MyToDo" widget. Access the "Ambulatory Progress Notes" form and click the "Review" button. Click the "Accept" button. Click the "Sign" Button. Log off. Log in as the remaining approver. Access the "Ambulatory Progress Notes" form and click the "Review" button. Click the "Accept" button. Click the "Sign" Button. Log off. Log back on as the note's author. Open the "Client Ledger" and validate a service was generated when the note was finalized. Open the "Clinical Document Viewer", validate the document is stored and can be retrieved. Open the "Scheduling Calendar" form, create a new appointment for the test client. Right click on the new appointment and select the "Ambulatory Progress Notes" form. Generate a progress note, finalize it, and sign or accept it. Close the "Scheduling Calendar" form. Open the "Client Ledger" and validate a service was generated when the note was finalized. Open the "Clinical Document Viewer", validate the document is stored and can be retrieved.	Topics • Progress Notes • NX
Update 15 Summary \| Details Progress Notes (Group and Individual) - The 'Default Staff Associated with Current Login User' registry setting Scenario 1: Progress Notes (Group and Individual) - Validate the 'Default Staff Associated with Login User' registry setting for group notes Specific Setup: An existing group is defined (Group A). The 'Default Staff Associated With Current Login User' registry setting is set to "Y" for the 'Progress Notes (Group and Individual)' form. The logged in user must have an associated practitioner (Practitioner A). Steps Access the 'Progress Notes (Group and Individual)' form. Select the "Group Default Notes" section. Validate the 'Practitioner' field contains "Practitioner A". Enter the current date in the 'Date of Group' field. Select the desired value in the 'Note Type' field. Select "Independent Note" in the 'Progress Note For' field. Select "Group A" in the 'Group Name Or Number' field. Enter the desired value in the 'Notes Field' field. Click [File Note] and [OK]. Select the "Individual Progress Notes" section. Select "Group A" in the 'Group Name' field. Enter the current date in the 'Note Date' field. Validate the 'Select Note to Edit' field contains group scratch notes for all group members. Select a note for one of the group members in the 'Select Note To Edit' field. Validate all fields populate based off the values entered in the group note. Validate the 'Practitioner' field contains "Practitioner A". Individualize the note as desired and file the note. Repeat as needed for any additional group members. Close the form. Progress Notes (Group and Individual) - Group Default Notes Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Group Progress Note Scenario 1: Progress Notes (Group and Individual) - Add multiple clients to group by unit Specific Setup: A group (Group A) is defined with two clients (Client A & Client B). Two other clients (Client C & Client D) are enrolled in inpatient episodes and are assigned to a unit (Unit A). The following fields must be added to the 'Group Default Notes' section of the 'Progress Notes (Group and Individual)' form in 'Site Specific Section Modeling: 'Add to Group - Use Caseload or Unit for Selection' 'Unit' 'Select Clients' 'Add Selected Clients to Group List' Steps Access the 'Progress Notes (Group and Individual)' form. Navigate to "Group Default Notes" section. Enter the current date in the 'Date Of Group' field. Select the desired value in 'Note Type' field. Select "Independent Note" in the 'Progress Note For' field. Select "Group A" in the 'Group Name Or Number' field. Enter the desired value in the 'Note' field. Validate the 'Client Who Attended Group' field contains all the group members of "Group A". Click [Add Client To Group]. Validate the 'Add to Group - Use Caseload or Unit for Selection' field becomes enabled. Select "Unit" in the 'Add to Group - Use Caseload or Unit for Selection' field. Validate the 'Unit' field becomes enabled and required. Select "Unit A" in the 'Unit' field. Select "Client C" and "Client D" in the 'Unit' field. Click [Add Selected Clients to Group List]. Validate the 'Client Who Attended Group' field contains "Client A", "Client B", "Client C", and "Client D". Click [File Note]. Navigate to the "Individual Progress Notes" section. Select "Group A" in the 'Group Name Or Number' field. Enter the current date in the 'Note Date' field. Validate the 'Select Note to Edit' field contains group scratch notes for "Client A", "Client B", "Client C" and "Client D". Select the note for "Client A" in the 'Select Note To Edit' field. Validate all fields populate based off the values entered in the group note. Individualize the note as desired and file the note. Repeat as needed for "Client B", "Client C", and "Client D". Close the form. Scenario 2: Progress Notes (Group and Individual) - Add multiple clients to group by caseload Specific Setup: A group (Group A) is defined with two clients (Client A & Client B). Two other clients are enrolled in active episodes and are part of the logged in user's caseload (Client C & Client D). The following fields must be added to the 'Group Default Notes' section of the 'Progress Notes (Group and Individual)' form in 'Site Specific Section Modeling: 'Add to Group - Use Caseload or Unit for Selection' 'Unit' 'Select Clients' 'Add Selected Clients to Group List' Steps Access the 'Progress Notes (Group and Individual)' form. Navigate to "Group Default Notes" section. Enter the current date in the 'Date Of Group' field. Select the desired value in 'Note Type' field. Select "Independent Note" in the 'Progress Note For' field. Select "Group A" in the 'Group Name Or Number' field. Enter the desired value in the 'Note' field. Validate the 'Client Who Attended Group' field contains all the group members of "Group A". Click [Add Client To Group]. Validate the 'Add to Group - Use Caseload or Unit for Selection' field becomes enabled. Select "Caseload" in the 'Add to Group - Use Caseload or Unit for Selection' field. Validate the 'Select Clients' field exists and contains all active client's in the user's caseload. Select "Client C" and "Client D" in the 'Select Clients' field. Click [Add Selected Clients to Group List]. Validate the 'Client Who Attended Group' field contains "Client A", "Client B", "Client C", and "Client D". Click [File Note]. Navigate to the "Individual Progress Notes" section. Select "Group A" in the 'Group Name Or Number' field. Enter the current date in the 'Note Date' field. Validate the 'Select Note to Edit' field contains group scratch notes for "Client A", "Client B", "Client C" and "Client D". Select the note for "Client A" in the 'Select Note To Edit' field. Validate all fields populate based off the values entered in the group note. Individualize the note as desired and file the note. Repeat as needed for "Client B", "Client C", and "Client D". Close the form. Progress Notes (Group and Individual) - 'Note Type' field Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Practitioner Enrollment Scenario 1: Progress Notes (Group and Individual) - Validate the 'Limit Note Types By Practitioner Category' registry setting when set to "Y" Specific Setup: An existing group is defined in 'Group Registration' (Group A). The 'Limit Note Types By Practitioner Category' registry setting is set to "Y" for the 'Progress Notes (Group and Individual)' form. The 'Limit Note Types' registry setting does not have a value. The logged in user must have an associated practitioner (Practitioner A) that has "Nurse Practitioner" as their 'Practitioner Category' in 'Practitioner Enrollment'. The '(10751) Note Type' CWS dictionary must have both active/inactive dictionary values defined with the following: Some note types defined with the 'Practitioner Category' extended dictionary as "Nurse Practitioner". Some note types defined with the 'Practitioner Category' extended dictionary as other categories not associated to the logged in practitioner. Steps Access the 'Progress Notes (Group and Individual)' form. Select the "Group Default Notes" section. Enter the current date in the 'Date Of Group' field. Select "Practitioner A" in the 'Practitioner' field. Select "Independent Note" in the 'Progress Note For' field. Select "Group A" in the 'Group Name Or Number' field. Validate the 'Note Type' field contains only active dictionary values. Validate the 'Note Type' field contains only note types associated to "Practitioner A". Enter the desired value in the 'Note' field. Click [File Note]. Validate a message is displayed stating: Progress notes are filed. Select the "Individual Progress Notes" section. Select "Group A" in the 'Group Name or Number' field. Enter the current date in the 'Note Date' field. Validate the 'Select Note To Edit' field contains group scratch notes for the clients in "Group A". Select a note in the 'Select Note To Edit' field. Validate the 'Note Type' field contains the previously filed value. Validate the 'Note Type' field contains only active dictionary values. Validate the 'Note Type' field contains only note types associated to "Practitioner A". Individualize the note as desired and file the note. Repeat as needed for remaining group members. Close the form.	Topics • Progress Notes • Group Progress Notes • Registry Settings
Update 16 Summary \| Details Medical Note - Vital signs Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Vitals Medical Note Patient Search Flowsheet Vitals Entry Scenario 1: Verify the Flowsheet Vitals in 'Chart View' Specific Setup: User with access to the 'POV Flowsheet' widget User with access to the 'Medical Note' widget A client is enrolled in an existing episode (Client A). Client with existing 'BSA' vitals record filed in 'Amputations' form The 'Vitals Entry' form must be added to the Chart View Steps Select "Client A" and select 'POV Flowsheet' widget. Click the [Vitals] tab. Select "No" in the 'Refused Vitals' field. Populate all remaining vital sign fields. Click [Sign] button. Verify the values that are populated is saved as expected in the respective fields in historical column. Select 'Medical Note' widget. Verify the existence of the [Facesheet] tab for "Client A". Click [Vitals] link on the left-hand menu bar. Click [Refresh]. Verify the newly added vitals records from 'POV Flowsheet' is now displayed in the vitals entry table. Click the newly added vitals entry. Verify the vitals records saved from Flowsheet are populated in the vital sign fields in Medical Note. Click [Save]. Verify the vitals records are saved successfully in Medical Note. Double click on "Client A" in the 'My Clients' widget. Validate the 'Chart View' is displayed. Select "Vitals Entry" from the left-hand side. Click [Refresh]. Validate the vitals added for "Client A" are displayed. Scenario 2: Medical Note - Vitals - Full Workflow Specific Setup: User with access to 'Medical Note' widget as a Provider User with access to the 'POV Flowsheet' widget The 'Vitals Entry' form must be added to the Chart View A client is enrolled in an existing episode (Client A) Client with existing 'BSA' vitals record filed in 'Amputations' form "Pull to Note" configuration set on "Pull Vitals to Note Summary" is enabled in MedNote Admin Tool Steps Select "Client A" and select 'Medical Note' widget. Verify the existence of the [Facesheet] tab for "Client A". Click [Vitals] link on the left-hand menu bar. Click [Add] Verify the 'Date Taken' field displays the current date. Verify the 'Time Taken' field displays the current time. Verify the 'Refused Vitals' field is defaulted to "No". Populate all remaining vital sign fields with the desired value. Click [Save]. Verify the newly added vitals records are displayed in the Vitals Entry table. Select the "POV Flowsheet" widget. Click the [Vitals] tab. Verify the vitals records entered from MedNote are displayed in the desired vital sign fields in Flowsheet. Double click on "Client A" in the 'My Clients' widget. Validate the 'Chart View' is displayed. Select "Vitals Entry" from the left-hand side. Click [Refresh]. Validate the vitals added for "Client A" are displayed. Click [Add]. Validate the 'Vitals Entry' form opens. Select "Add" in the 'Update Vital Sign' field. Enter the desired date in the 'Date' field. Enter the desired time in the 'Time' field. Select "No" in the 'Refused Vitals' field. Populate all remaining vital sign fields including "Height" and "Weight" details. Click [Submit] and remain in the form. Navigate to the 'Chart View'. Click [Refresh]. Validate the vitals added for "Client A" are displayed. Select 'Medical Note' widget. Verify the existence of the [Facesheet] tab for "Client A". Click [Vitals] link on the left-hand menu bar. Click [Refresh]. Verify the newly added vitals records from 'Vitals Entry' form is now displayed in the Vitals Entry table. Click the newly added vitals entry from 'Vitals Entry' form. Verify the vitals records saved from 'Vitals Entry' form are populated in the vital sign fields in Medical Note. Click [Save]. Verify the vitals records are saved successfully in Medical Note. Click the existing vitals entry. Click [Add another]. Verify the 'Date Taken' field displays the current date. Verify the 'Time Taken' field displays the current time. Verify the 'Refused Vitals' field is defaulted to "No". Populate all remaining vital sign fields with the desired value. Click [Save]. Verify the newly added vitals records are displayed in the Vitals Entry table. Navigate to the 'Chart View'. Click [Refresh]. Validate the vitals added for "Client A" are displayed. Click [Edit]. Validate the 'Vitals Entry' form opens. Select "Edit" in the 'Update Vital Sign' field. Click [Select Vital Sign]. Select the newly added vitals entry from MedNote and click [Ok]. Verify the vitals records that were added from MedNote are displayed in the desired vital sign fields. Update the vitals records for any vital signs. Click [Submit] and remain in the form. Navigate to the 'Chart View'. Click [Refresh]. Validate the vitals added for "Client A" are updated. Select 'Medical Note' widget. Verify the existence of the [Facesheet] tab for "Client A". Click [Vitals] link on the left-hand menu bar. Click [Refresh]. Verify the existing vitals records are updated to the desired value from 'Vitals Entry' form. Navigate to the 'Vitals Entry' form. Select "Delete" in the 'Update Vital Sign' field. Select the vitals record created in the previous steps. Click [Ok]. Click [Submit]. Select "Yes" from the "Are you sure you wish to delete this row?" message card. Verify the "Deleted" message card is displayed and click [Ok]. Select "Yes" On "Form Return" pop-up window and remain in the form. Navigate to the 'Chart View'. Click [Refresh]. Validate the vitals deleted for "Client A" are no longer displayed. Close the Chart. Select 'Medical Note' widget. Verify the existence of the [Facesheet] tab for "Client A". Click [Vitals] link on the left-hand menu bar. Click [Refresh]. Verify the deleted vitals records from 'Vitals Entry' form are longer displayed in MedNote. Click [Add Note]. Verify the existence of the "Note Details". Complete the required fields in "Note Details". Click [Save] and verify the existence of the [Facesheet] tab. Click [Vitals] link. Validate that the "Pull to Note" button is displayed in the blue header. Click [Pull to Note]. Verify the loader is displayed and pull the desired vitals records into the current Note Summary. Click the [Finalize] tab. Click [Generate Note]. Verify the desired vitals records are pulled into the current Note Summary under the "VITALS" section.	Topics • Vitals • Chart View • Vitals Entry • Progress Notes • Medical Note
Update 17 Summary \| Details Void Results - voiding and undoing a voided result Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Orders This Episode Results Entry Void Results Scenario 1: OE NX - Create a lab order, create a result with multiple details, delete one detail and delete header Specific Setup: A client must have an active episode. (Client A) Steps Select "Client A" and access the Order Entry Console. Create a lab order. Access the 'Results Entry' form and select the order created. Create a header for the order. Click the 'Result Details' tab and create two details associated with the header. Remain on the 'Result Details' tab and delete one of the details created. Click on the 'Result Main' tab and delete the header associated with the order. Validate all results are deleted. Scenario 2: NX - Undoing a void of a result in the 'Void Results' form Specific Setup: A client must have an active episode. (Client A) Steps Select "Client A" and access the Order Entry Console. Create a lab order. Access the 'Results Entry' form. Select the order created and create a header Select the 'Result Details' tab and select the header associated with the order created. Create a result for the order created. Click the 'Result Main' tab and deselect the order. Create a new result that is not associated to an order. Click the 'Result Details' tab and select the header that is not associated to an order. Create a result for the header. Access the 'Void Results' form and void the result that is not associated to an order. Access the 'Void Results' form and undo the voided result. Scenario 3: NX - Void Results - create a result not associated with an order and one associated with an order Specific Setup: A client must have an active inpatient episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. "Client A" must have no results on file. Steps Select "Client A" and access the 'Results Entry' form. Add a new header that is not associated with on order. Click the 'Result Details' tab and enter a detail for the header created. Access the Order Entry Console and create a pharmacy-type order. Re-select the 'Results Entry' form for "Client A". Click the 'Results Main' tab and enter a new header that is associated with the order created. Click the 'Result Details' tab and enter a detail for that header that is associated with the order created. Access the 'Void Results' form. Validate that "Void" is selected in the 'Void/Undo Void' field. Search for and select the order code created above in the 'Order Result Filter' field. Click [Display Result List/Select Result to Void]. Validate the 'Select Result' dialog contains both results created for "Client A", where the one associated with the order appears at the bottom. Select both results and click [OK]. Set the 'Void Reason' to any value and click [Submit]. Lab Orders - automatically discontinued upon receiving results Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Orders This Episode Results Importing Results Entry Scenario 1: OE NX - Create multiple Lab orders, enter results for all orders in one message via Results Importing, and ensure all orders are Discontinued Specific Setup: The ‘(546) DC One-Time-Only Orders Upon Receipt of Final Result' extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Lab”. Please log out of the application and log back in after completing the above configuration. Must have an Inbound Lab Results file with 3 OBR segments with the following information: MSH-10 = unique number PID-2 and PID-3 = PATID OBR-2 = Order # for order 1 OBR-2 = Order # for order 2 OBR-2 = Order # for order 3 The above file must be placed on the server where the database resides. A client must have an active inpatient episode. (Client A) Steps Select "Client A" and access the Order Entry Console. Create 3 lab-type orders all with one-time-only 'Frequency Codes'. Validate they show in the 'Order grid' with an 'Order Status' of "Active". Please make note of the "Order #" for each order. Ensure the Inbound Lab Results file has the appropriate segments populated. Access 'Results Importing' and enter a file path that points to the location of the file that will be imported. Click [Import], receive an 'Import Complete' message and click [OK]. Validate a 'Results Importing' report is displayed with "Successfully Filed: 1". Click [Close Report] and close the form. Access the Order Entry Console and validate there are no orders in the 'Order grid'. Change the 'Order Status' to "Discontinued" and validate that all 3 lab orders are displayed with an 'Order Status' of "Completed(Completed automatically upon receipt of results)". Click [View] in the 'Last Activity' column for each order and validate it includes the results for each order. Scenario 2: OE NX - Create a lab order, create a result with multiple details, delete one detail and delete header Specific Setup: A client must have an active episode. (Client A) Steps Select "Client A" and access the Order Entry Console. Create a lab order. Access the 'Results Entry' form and select the order created. Create a header for the order. Click the 'Result Details' tab and create two details associated with the header. Remain on the 'Result Details' tab and delete one of the details created. Click on the 'Result Main' tab and delete the header associated with the order. Validate all results are deleted.	Topics • NX • Results • Results Entry • Void Results • Order Entry Console
Update 18 Summary \| Details Task List - 'Export/Import' Form Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Task Definitions Task List Export/Import Task Associations Orders This Episode Scenario 1: Task List - Export/Import Form - Task Definitions Specific Setup: A modeled form must exist. (Modeled Form A) In the 'Task Definitions' form, a task must be defined with the following settings (Task A) 'Task Action Type' = "Modeled Form". 'Form' = "Modeled Form A". A frequency with scheduled hours of administration must exist. (Frequency Code A) A pharmacy-type order code must exist. (Order Code A) In the 'Task Associations' form, "Task A" must be associated via 'Order Entry' to "Order Code A". A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Access the 'Task List Export/Import' form. Select "Specific Task Type" from the 'Export All/Selected Task Types' field. Select "Task Definition" form the 'Task Types to Export' field. Select "Select Task Definitions" from the 'Export All Task Frequencies' field. Check "Task A" from the 'Task Definitions to Export' field. Click [Export Selected Task Items] and confirm a "TaskListExport (#).XML" file is downloaded. Click [Import Tasks] and then click [Select File To Import]. Select the recently downloaded "TaskListExport (#).XML" file and then click [Validate Import File]. Confirm that the 'Validation Results' field contains "Validation completed with no Errors or Warnings.". Click [Post Import File], confirm the dialog states "File Posted Successfully" and click [OK]. Click [Discard], validate the 'Confirm Close' dialog states "Are you sure you want to Close without saving" and click [Yes]. Access the 'Task Definitions' form. Select "Edit" from the 'Add/Edit Task Definition' field. Search for and select "Task A" from the 'Existing Task Code' field. Validate "Modeled Form" is selected from the 'Task Action Type' field. Validate "Modeled Form A" is selected from the 'Form' field. Click Discard. Select "Client A" and access the Order Entry Console. Search for and select "Order Code A" from the 'New Order' field. Select "Frequency Code A" from the 'Freq' field. Populate any remaining required fields, click [Add to Scratchpad] and [Sign]. Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. Validate that a task for "Task A" is visible under every scheduled hour of administration defined for "Frequency Code A". Click [Task A], validate the 'Enter Completion Date and Time' dialog is launched and click [Open Form]. Validate that "Modeled Form A" is successfully launched.	Topics • NX • Task List
Update 20 Summary \| Details Task List - Dismiss Task Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Task Definitions Task Associations Orders This Episode Notifications Setup Practitioner Enrollment Scenario 1: Task List - Notification Setup - Dismiss Task Specific Setup: At least one practitioner category must exist. (Practitioner Category A) A user must have the 'Practitioner Category' field set to "Practitioner Category A" in the 'Practitioner Enrollment' form. (User A) A frequency code, with scheduled administration times at 0900, 1500, and 2100 must exist. (Frequency Code A) A task must exist. (Task A) In the 'Task Definitions' form, "Task A" must be defined with the following settings: 'Allowable Completion Window' = "4". 'Allowable Window of Time (Units)' = "Hours". 'Default Duration' = "4". 'Default Duration (Units)' = "Hours". 'Task Action Type' = "Flowsheet". 'Send Notifications' = "Yes". 'Notification Recipients' = "Practitioner Category A". 'Notification Reminder Timing (Minutes)' = "5". Notification Late Timing (Minutes)' = "5". A pharmacy-type order code must exist. (Order Code A) In the 'Task Associations' form, "Task A" must be associated via 'Order Entry' to "Order Code A". A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "Order Code A" from the 'New Order' field. Select "Frequency Code A" from the 'Freq' field. Set the 'Duration' field to 2 and click [Days]. Set the 'Start Date' field to "T-1". Set the 'Start Time' field to "0500". Populate any remaining required fields, click [Add to Scratchpad] and [Sign]. Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. Validate that under the 'Overdue' column, at least 1 task for "Task A" is visible. Wait 5 minutes. Select "Task A" from the 'Overdue' column and click [Dismiss]. Validate the 'Dismiss Task' dialog is launched, fill in any required fields and click [Save]. Validate the task is removed from the 'Overdue' column.	Topics • Notifications • NX • Task List
Update 21 Summary \| Details Progress Notes - Automatic Backup Scenario 1: Progress Notes (Group and Individual) - Validate Multiple Session Start and End Times when autosave is enabled Specific Setup: The Registry Setting 'Avatar CWS->Progress Notes->Progress Notes (Group and Individual)->->->Multiple Start and End Times to Document Sessions' must be set to "Y". Autosave must be enabled on the 'Progress Notes (Group and Individual)' form. Steps Access the 'Progress Notes (Group and Individual)' form. Enter "Client A" in the 'Select Client' field. Select "Episode 1" in the 'Select Episode' field. Select "New Service" in the 'Progress Note For' field. Enter the desired time in the 'Session Start Time' field. Enter the desired time in the 'Session End Time' field. Click [Add/Update Time]. Validate the start and end times are displayed in the 'Start/End Time(s)' field. Validate the 'Service Duration' field is populated with the amount of time as entered in the 'Start/End Time(s)' box. Enter the desired time in the 'Session Start Time' field. Enter the desired time in the 'Session End Time' field. Click [Backup] and close the form. Access the 'Progress Notes (Group and Individual)' form. Select the note saved in the previous steps in the 'Restore/Delete Backup Data' dialog and click [OK]. Validate all previously filed data is displayed. Validate the start and end times are displayed in the 'Start/End Time(s)' field. Validate the 'Session Start Time' and 'Session End Time' fields contain the times populated in the previous steps. Validate the [Add/Update Time] button is enabled. Click [Add/Update Time]. Validate the start and end times are displayed in the 'Start/End Time(s)' field. Validate the 'Select Time Entry' contains both session start/end times that have been filed. Select the desired value in the 'Select Time Entry' field. Validate the 'Session Start Time' and 'Session End Time' fields are populated accordingly. Validate the [Remove Time] button is enabled. Click [Remove Time]. Validate the removed time no longer displayed in the 'Select Time Entry' field. Populate any other required and desired fields. File the note.	Topics • Progress Notes
Update 23 Summary \| Details Avatar CWS - support for Integrated eSignature functionality Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Void Progress Notes Final to Draft Override (CWS) Treatment Plan Treatment Plan Deletion Progress Note Corrections Treatment Plan Status Override (CWS) Product Final to Draft Override Scenario 1: Void Progress Notes - Void Progress Notes filed without document routing Specific Setup: A client is enrolled in an existing episode (Client A). Steps Access the 'Progress Notes (Group and Individual)' form. Select "Client A" in the 'Select Client' field. Select "Episode 1" in the 'Select Episode' field. Select "New Service" in the 'Progress Note For' field. Select the desired value in the 'Note Type' field. Enter the desired value in the 'Notes Field' field. Enter the current date in the 'Date of Service' field. Select the desired service code in the 'Service Charge Code' field. Select "Final" in the 'Draft/Final' field. Click [File Note]. Validate a message is displayed stating: Note Filed. Click [OK] and close the form. Access the 'Void Progress Notes' form. Select "Client A" in the 'Client ID' field. Select "Episode 1" in the 'Episode Number' field. Enter the current date in the 'Start Date' and 'End Date' field. Click [Select Note To Void]. Select the progress note filed in the previous steps and click [OK]. Select the desired value in the 'Reason For Voiding The Note' field. Enter the desired value in the 'Comments' field. Click [Submit] and close the form. Access Crystal Reports or other SQL Reporting tool. Create a report using the 'SYSTEM.cw_notes_voided' SQL table. Validate a row is displayed for the progress note voided in the previous steps. Close the report. Scenario 2: Treatment Plan Deletion - Delete a "Draft" Treatment Plan Specific Setup: A client is enrolled in an existing episode (Client A). Steps Select "Client A" and access the 'Treatment Plan' form. Enter the desired date in the 'Plan Date' field. Select the desired value in the 'Plan Type' field. Select "Draft" in the 'Treatment Plan Status' field. Click [Launch Plan] and [Add New Problem]. Select the desired value in the 'Problem Code' field. Enter the desired value in the 'Problem' field. Select "Active" in the 'Status (Problem List)' field. Select "Active" in the 'Status' field. Click [Return to Plan]. Validate a message is displayed stating: Plan saved successfully. Click [OK] and [Submit]. Access the 'Treatment Plan Deletion' form. Select "Treatment Plan" in the 'Type Of Treatment Plan To Delete' field. Select "Episode 1" in the 'Episode #' field. Select the draft treatment plan filed in the previous steps in the 'Treatment Plan' field. Enter the desired value in the 'Comments' field. Select the desired value in the 'Reason For Deletion' field. Click [Submit]. Access the 'Treatment Plan Deletion' form. Select "Treatment Plan" in the 'Type Of Treatment Plan To Delete' field. Select "Episode 1" in the 'Episode #' field. Validate the draft treatment plan deleted in the previous steps is no longer displayed in the 'Treatment Plan' field. Close the form. Scenario 3: Void Progress Notes - Void Progress Notes filed with document routing Specific Setup: Document routing is enabled on the 'Progress Notes (Group and Individual)' form. A client is enrolled in an existing episode (Client A). Steps Access the 'Progress Notes (Group and Individual)' form. Select "Client A" in the 'Select Client' field. Select "Episode 1" in the 'Select Episode' field. Select "New Service" in the 'Progress Note For' field. Select the desired value in the 'Note Type' field. Enter the desired value in the 'Notes Field' field. Enter the current date in the 'Date of Service' field. Select the desired service code in the 'Service Charge Code' field. Select "Final" in the 'Draft/Final' field. Click [File Note]. Validate the 'Confirm Document' dialog is displayed. Click [Accept]. Enter the password associated to the logged in user and click [Verify]. Validate a message is displayed stating: Note Filed. Click [OK] and close the form. Access the 'Clinical Document Viewer' form. Select "Client" in the 'Select Type:' field. Select "Individual" in the 'Select All or Individual Client' field. Select "Client A" in the 'Select Client' field. Click [Process]. Validate the document filed is displayed with "Final" as the 'Document Status'. Select the document for viewing and click [View]. Validate the document displays as expected with the approver signature. Click [Close All Documents] and close the form Access the 'Void Progress Notes' form. Select "Client A" in the 'Client ID' field. Select "Episode 1" in the 'Episode Number' field. Enter the current date in the 'Start Date' and 'End Date' field. Click [Select Note To Void]. Select the progress note filed in the previous steps and click [OK]. Select the desired value in the 'Reason For Voiding The Note' field. Enter the desired value in the 'Comments' field. Click [Submit] and close the form. Access the 'Clinical Document Viewer' form. Select "Client" in the 'Select Type:' field. Select "Individual" in the 'Select All or Individual Client' field. Select "Client A" in the 'Select Client' field. Click [Process]. Validate the document now displays with "Void" as the 'Document Status'. Close the form. Scenario 4: Progress Notes (Group and Individual) - Delete Draft Note Specific Setup: A client is enrolled in an existing episode (Client A). Steps Access the 'Progress Notes (Group and Individual)' form. Select "Client A" in the 'Select Client' field. Select the desired episode in the 'Select Episode' field. Select "Independent Note" in the 'Progress Note For' field. Select the desired value in the 'Note Type' field. Enter the desired value in the 'Notes Field' field. Select "Draft" in the 'Draft/Final' field. Click [File Note]. Validate a message is displayed stating: Note Filed. Click [OK]. Select the draft note filed in the previous steps in the 'Select Draft Note To Edit' field. Validate all previously filed data is displayed. Click [Delete Draft/Group Default Note]. Validate a message is displayed stating: Do you want to continue deleting this note? Click [Yes]. Validate a message is displayed stating: Draft note has been deleted. Click [OK]. Validate the previously populated fields are no longer populated. Close the form. Scenario 5: Ambulatory Progress Notes - Delete Draft Note Specific Setup: A client is enrolled in an existing outpatient episode (Client A). Steps Select "Client A" and access the 'Ambulatory Progress Notes' form. Select "Independent Note" in the 'Progress Note For' field. Select the desired value in the 'Note Type' field. Enter the desired value in the 'Notes Field' field. Select "Draft" in the 'Draft/Final' field. Click [Submit]. Select "Client A" and access the 'Ambulatory Progress Notes' form. Validate the Pre-Display contains the draft note filed in the previous steps. Select the draft note and click [Delete]. Validate a message is displayed stating: Are you sure you want to delete this item? Click [Yes]. Select "Client A" and access the 'Ambulatory Progress Notes' form. Validate the Pre-Display no longer contains the draft note deleted in the previous steps. Close the form. Scenario 6: Inpatient Progress Notes - Delete Draft Note Specific Setup: A client is enrolled in an existing inpatient episode (Client A). Steps Select "Client A" and access the 'Inpatient Progress Notes' form. Select "Independent Note" in the 'Progress Note For' field. Select the desired value in the 'Note Type' field. Enter the desired value in the 'Notes Field' field. Select "Draft" in the 'Draft/Final' field. Click [Submit] and close the form. Select "Client A" and access the 'Inpatient Progress Notes' form. Validate the Pre-Display contains the draft note filed in the previous steps. Select the draft note and click [Delete]. Validate a message is displayed stating: Are you sure you want to delete this item? Click [Yes]. Select "Client A" and access the 'Inpatient Progress Notes' form. Validate the Pre-Display no longer contains the draft note deleted in the previous steps. Close the form. Scenario 7: Integrated eSignature - Void Progress Notes Specific Setup: Please note: this is for Avatar NX systems only. Avatar NX must be configured to integrate with myHealthPointe. A client is enrolled in an existing outpatient episode with the following (Client A): 'Date of Birth' on file 'Email Address' on file Login credentials for myHealthPointe The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y". Document Routing is enabled on the 'Progress Notes (Group and Individual)' form and an approver is not required. Steps Access the 'Progress Notes (Group and Individual)' form. Select "Client A" in the 'Select Client' field. Select the desired episode in the 'Select Episode' field. Select "Independent Note" in the 'Progress Note For' field. Select the desired value in the 'Note Type' field. Enter the desired value in the 'Notes Field' field. Select "Final" in the 'Draft/Final' field. Click [File Note]. Validate a 'Confirm Document' dialog is displayed. Click [Accept and Route]. Enter the password for the logged in user in the 'Password' field and click [Verify]. Select "Collect eSignature" in the 'Send to myHealthPointe' field. Click [Submit]. Validate a message is displayed stating: Note Filed. Click [OK] and close the form. Log in to myHealthPointe for "Client A". Select the "Documents Awaiting Signature" section. Validate the document sent for eSignature is displayed but do not sign it. Access Crystal Reports or other SQL Reporting Tool. Create a report using the 'DocR.esignature' SQL table. Validate a row is displayed for the document pending eSignature for "Client A". Validate the 'eSignature_status' field contains "Pending". Access the 'Void Progress Notes' form. Select "Client A" in the 'Client ID' field. Select the episode used in the previous steps in the 'Episode Number' field. Enter the current date in the 'Start Date' and 'End Date' fields. Click [Select Note To Void]. Validate the 'Select Note To Void' dialog contains the note filed in the previous steps with an indicator stating: [eSignature Requested on XX/XX/XXXX at XX:XX]. Select the note and click [OK]. Select the desired value in the 'Reason For Voiding The Note' field. Enter the desired value in the 'Comments' field. Click [Submit] and close the form. Log in to myHealthPointe for "Client A". Select the "Documents Awaiting Signature" section. Validate the voided document is no longer displayed. Access Crystal Reports or other SQL Reporting Tool. Refresh the report using the 'DocR.esignature' SQL table. Validate the row for "Client A" is no longer displayed. Close the report. Access the 'Clinical Document Viewer' form. Select "Client" in the 'Select Type:' field. Select "Individual" in the 'Select All or Individual Client' field. Select "Client A" in the 'Select Client' field. Click [Process]. Validate there is a row for the voided note with the following: Document Description of "Integrated eSignature Request" Document Status of "Void" Close the form. Scenario 8: Integrated eSignature - Progress Note Corrections Specific Setup: Please note: this is for Avatar NX systems only. Avatar NX must be configured to integrate with myHealthPointe. A client is enrolled in an existing outpatient episode with the following (Client A): 'Date of Birth' on file 'Email Address' on file Login credentials for myHealthPointe The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y". Document Routing is enabled on the 'Progress Notes (Group and Individual)' form and an approver is not required. Steps Access the 'Progress Notes (Group and Individual)' form. Select "Client A" in the 'Select Client' field. Select the desired episode in the 'Select Episode' field. Select "Independent Note" in the 'Progress Note For' field. Select the desired value in the 'Note Type' field. Enter the desired value in the 'Notes Field' field. Select "Final" in the 'Draft/Final' field. Click [File Note]. Validate a 'Confirm Document' dialog is displayed. Click [Accept and Route]. Enter the password for the logged in user in the 'Password' field and click [Verify]. Select "Collect eSignature" in the 'Send to myHealthPointe' field. Click [Submit]. Validate a message is displayed stating: Note Filed. Click [OK] and close the form. Log in to myHealthPointe for "Client A". Select the "Documents Awaiting Signature" section. Validate the document sent for eSignature is displayed but do not sign it. Access Crystal Reports or other SQL Reporting Tool. Create a report using the 'DocR.esignature' SQL table. Validate a row is displayed for the document pending eSignature for "Client A". Validate the 'eSignature_status' field contains "Pending". Access the 'Progress Note Corrections' form. Select "Client A" in the 'Client ID' field. Select the episode used in the previous steps in the 'Episode Number' field. Enter the current date in the 'Start Date' and 'End Date' fields. Click [Select Note To Correct]. Validate the 'Select Note To Correct' dialog contains the note filed in the previous steps with an indicator stating: [eSignature Requested on XX/XX/XXXX at XX:XX]. Select the note and click [OK]. Select "Revert Final Note to Draft" in the 'Correction Action' field. Select the desired value in the 'Reason for Correction' field. Enter the desired value in the 'Comments' field. Click [Submit]. Log in to myHealthPointe for "Client A". Select the "Documents Awaiting Signature" section. Validate the document is no longer displayed. Access Crystal Reports or other SQL Reporting Tool. Refresh the report using the 'DocR.esignature' SQL table. Validate the 'eSignature_status' field now contains "Rescinded". Close the report. Scenario 9: Integrated eSignature - Treatment Plan Status Override Specific Setup: Please note: this is for Avatar NX systems only. Avatar NX must be configured to integrate with myHealthPointe. A client is enrolled in an existing outpatient episode with the following (Client A): 'Date of Birth' on file 'Email Address' on file Login credentials for myHealthPointe The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y". Document Routing is enabled on the 'Treatment Plan' form and an approver is not required. Steps Select "Client A" and access the 'Treatment Plan' form. Enter the desired date in the 'Plan Date' field. Select the desired value in the 'Plan Type' field. Populate all other required and desired fields. Select "Final" in the 'Treatment Plan Status' field. Click [Submit]. Validate a 'Confirm Document' dialog is displayed. Click [Accept and Route]. Enter the password for the logged in user in the 'Password' field and click [Verify]. Select "Collect eSignature" in the 'Send to myHealthPointe' field. Click [Submit]. Log in to myHealthPointe for "Client A". Select the "Documents Awaiting Signature" section. Validate the document sent for eSignature is displayed but do not sign it. Access Crystal Reports or other SQL Reporting Tool. Create a report using the 'DocR.esignature' SQL table. Validate a row is displayed for the document pending eSignature for "Client A". Validate the 'eSignature_status' field contains "Pending". Access the 'Treatment Plan Status Override' form. Select "Client A" in the 'Select Client' field. Select "(60000) Treatment Plan" in the 'Select Treatment Plan' field. Select the treatment plan filed in the previous steps in the 'Select Client Plan' field. Enter the desired value in the 'Override Reason' field. Click [Submit]. Validate a message is displayed stating: Are you sure you want to change this treatment plan status back to draft? Click [Yes]. Log in to myHealthPointe for "Client A". Select the "Documents Awaiting Signature" section. Validate the document is no longer displayed. Access Crystal Reports or other SQL Reporting Tool. Refresh the report using the 'DocR.esignature' SQL table. Validate the 'eSignature_status' field now contains "Rescinded". Close the report. Scenario 10: 'Product Final to Draft Override' - Revert a Finalized Progress Note to a 'Draft' status Specific Setup: A client is enrolled in an existing episode (Client A). The 'Progress Notes' widget is accessible on the HomeView. Steps Access the 'Progress Notes (Group and Individual)' form. Select "Client A" in the 'Select Client' field. Select "Independent Note" in the 'Progress Note For' field. Select the desired value in the 'Note Type' field. Enter the desired value in the 'Notes Field' field. Select "Final" in the 'Draft/Final' field. Click [File Note]. Validate a message is displayed stating: Note Filed. Click [OK] and close the form. Select "Client A" and access the 'Progress Notes' widget. Validate the finalized note is displayed. Access the 'Product Final To Draft Override' form. Select "Progress Notes (Group and Individual)" in the 'Option' field. Select "Client A" in the 'Entity Lookup' field. Select the appropriate episode in the 'Episode Number' field. Click [Select Row]. Select the finalized note and click [OK]. Enter the desired value in the 'Override Reason' field. Click [Submit] and [No]. Select "Client A" and access the 'Progress Notes' widget. Validate the note reverted to draft is displayed.	Topics • Progress Notes • NX • Integrated eSignature • Treatment Plan • Product Final to Draft Override
Update 24 Summary \| Details Chart Review - "Allergies and Hypersensitivities" date/time stamp Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Chart Review Allergies and Hypersensitivities Scenario 1: Chart Review - Validate Allergies and Hypersensitivities Specific Setup: Allergies and Hypersensitivities form must be added to the Chart Review form. Steps Open "Chart Review" form. Open the "Allergies and Hypersensitivities" form from the chart. Click "Add" to enter the allergy information for a client. Return to the chart and edit the "Allergies and Hypersensitivities" data that was just entered. Set the "Include Allergies on Report" to "Both". Click "Display". Validate the "Allergies and Hypersensitivities" data displays as it was entered. Open the "Allergies and Hypersensitivities" form. Mark the "No Known Food Allergies" as "No". Mark the "No Known Medication Allergies" as "No". File the form. Note the date/time the form was filed. Open the "Diagnosis" form. Add an "Admission" or "Update" type of diagnosis. Fill out all required fields and file the form. Return to the "Chart Review" form. Open the "Allergies and Hypersensitivities" form from the chart. Validate the date and time stamp reflects the last time the "Allergies and Hypersensitivities" form was filed.	Topics • Allergies and Hypersensitivities
Update 25 Summary \| Details Current Medications Widget Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Home Medications Launch OrderConnect Current Medication Profile Orders This Episode Scenario 1: NX - Current Medications Widget - Creating both Non-ISC and Rx Medications in OC Specific Setup: The user logged into the application must have access to the 'Current Medications' widget. The 'Avatar CWS->System Maintenance->Current Medications Quick Form->Settings->->Show Medication History For The Last xxx Days' registry setting must be set to "60". Please log out of the application and log back in after completing the above configuration. A client must have an active inpatient episode. (Client A) “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form. Steps Select "Client A" and access the 'Launch OrderConnect' form. Click [Launch OrderConnect Prescriptions]. Create an Rx for "Furosemide - 20 mg TAB, PO. Take two (2) tablets by mouth twice a day" that will have 'Days' equal to "30". Click the 'Non-ISC Rx' tab. Search for and select "Ozempic 1 MG Doses" and click [Add]. Click the 'Rx Profile' tab. Validate the 'Current Medication Profile' contains "Furosemide - 20 mg TAB, PO. Take two (2) tablets by mouth twice a day" and "Ozempic 1 MG Doses". Close the Chart. Access the Order Entry Console and click the 'Home Medications' tab. Select "Active" in the 'Status' field. Validate the 'Order grid' contains a 'Reported' order for "Ozempic 1 MG Doses" and a 'Prescription' for "Furosemide 20 MG ORAL Tablet Take two (2) tablets by mouth twice a day (Refills: 0, Disp. Qty: 120 Tablet)" that starts on the current date. Access the 'Current Medications' widget and validate it contains "(OC) unique #: Furosemide - 20 MG, Tablet, Oral (2)Tablet Twice a Day" with a 'Start / End Date' of the current date and a date that is 30 days in the future" and "(OC) unique #: Ozempic 1 MG Doses - [Unknown]" with a category of "NonISC". Scenario 2: NX - Current Medications Widget - ensure orders from Orders This Episode are displayed Specific Setup: The user logged into the application must have access to the 'Current Medications' widget. The 'Avatar CWS->System Maintenance->Current Medications Quick Form->Settings->->Show Medication History For The Last xxx Days' registry setting must be set to "60". Please log out of the application and log back in after completing the above configuration. A client must have an active inpatient episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Create a new pharmacy-type order. Access the 'Current Medications' widget and ensure that the new order is displayed.	Topics • NX
Update 28 Summary \| Details Progress Notes (Group and Individual) - Editing Group Default Note Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Post Staff Activity Log Scheduling Calendar Group Registration Enter Group Default Note (Workflow) Scenario 1: Ambulatory Progress Notes - Validate document routing Specific Setup: Document routing must be enabled for the "Ambulatory Progress Notes" form. Steps Open the "Ambulatory Progress Notes" form. Create and finalize a document. Sign the document. Using "Clinical Document Viewer", view and print the document. Validate the document displays and prints. Open the "Ambulatory Progress Notes" form. Create and route a progress note to an approver. Sign on as the approver. Locate the document in the approver's "My To Do's" widget. Click on "Approve Document" and approve the document. Using the "Clinical Document Viewer", view the document that was just approved. Open the "Ambulatory Progress Notes" form. Create and route a note to multiple approvers. Sign on as the first approver. Locate the document in the approver's "My To Do's" widget. Click on "Approve Document". Click "Accept". Enter the approver's password. Log on as another approver. Locate the document in the approver's "My To Do's" widget. Click on "Approve Document". Click "Accept". Enter the approver's password. Open the "Clinical Document Viewer" form. Select the document that was just routed/finalized. Validate that the document displays and prints. Open the "Ambulatory Progress Notes" form. Create a progress note and route to several approvers. Log on as another approver. Locate the document in the approver's "My To Do's" widget. Click on "Approve Document". Click "Accept". Enter the approver's password. Repeat steps 7b-8c for each additional approver. Open "Clinical Document Viewer". Validate the document that was just filed display and prints. Scenario 2: Progress Notes (Group and Individual) - Validate document routing Specific Setup: Document routing must be enabled for the "Progress Notes (Group and Individual)" form. Steps Open the "Progress Notes (Group and Individual)" form. Create and finalize a document. Sign the document. Using "Clinical Document Viewer", view and print the document. Validate the document displays and prints. Open the "Progress Notes (Group and Individual)" form. Create and route a progress note to an approver. Sign on as the approver. Locate the document in the approver's "My To Do's" widget. Click on "Approve Document" and approve the document. Using the "Clinical Document Viewer", view the document that was just approved. Open the "Progress Notes (Group and Individual)" form. Create and route a note to multiple approvers. Sign on as the first approver. Locate the document in the approver's "My To Do's" widget. Click on "Approve Document". Click "Accept". Enter the approver's password. Log on as another approver. Locate the document in the approver's "My To Do's" widget. Click on "Approve Document". Click "Accept". Enter the approver's password. Open the "Clinical Document Viewer" form. Select the document that was just routed/finalized. Validate that the document displays and prints. Open the "Progress Notes (Group and Individual)" form. Create a progress note and route to several approvers. Log on as another approver. Locate the document in the approver's "My To Do's" widget. Click on "Approve Document". Click "Accept". Enter the approver's password. Repeat steps 11b-12c for each additional approver. Open "Clinical Document Viewer". Validate the document that was just filed display and prints. Scenario 3: Copy of Progress Notes (Group and Individual) - Validate document routing Specific Setup: A new copy of the progress note form is created using "Create New Progress Note" form. Document routing is enabled for the copy of the "Progress Notes (Group and Individual)" form. Steps Open the copy of the "Progress Notes (Group and Individual)" form. Create and finalize a document. Sign the document. Using "Clinical Document Viewer", view and print the document. Validate the document displays and prints. Open the copy of the "Progress Notes (Group and Individual)" form. Create and route a progress note to an approver. Sign on as the approver. Locate the document in the approver's "My To Do's" widget. Click on "Approve Document" and approve the document. Using the "Clinical Document Viewer", view the document that was just approved. Open the copy of the "Progress Notes (Group and Individual)" form. Create and route a note to multiple approvers. Sign on as the first approver. Locate the document in the approver's "My To Do's" widget. Click on "Approve Document". Click "Accept". Enter the approver's password. Log on as another approver. Locate the document in the approver's "My To Do's" widget. Click on "Approve Document". Click "Accept". Enter the approver's password. Open the "Clinical Document Viewer" form. Select the document that was just routed/finalized. Validate that the document displays and prints. Open the copy of the "Progress Notes (Group and Individual)" form. Create a progress note and route to several approvers. Log on as another approver. Locate the document in the approver's "My To Do's" widget. Click on "Approve Document". Click "Accept". Enter the approver's password. Repeat steps 29-33 for each additional approver. Open "Clinical Document Viewer". Validate the document that was just filed display and prints. Scenario 4: Enter Group Default Note (Workflow) - Field Validations Specific Setup: Registry setting "User To Send Scratch Note To-Do Item To" is set to "D". Steps Open the "Scheduling Calendar" form. Create a group appointment. Open the "Post Staff Activity Log". Post the group appointment. Open the "Enter Group Default Note (Workflow)". File out the group default notes and file. Navigate to the "ToDo" widget. Click the "Review To Do Item" link on the row that was added for Group Default Note that was just entered. Mark as reviewed. Open the "Progress Notes Group and Individual" form. Validate you can see the Group Default Note in the "Select Note To Edit" field. Individualize and complete the note. Set "Draft/Final" to "Final" to finalize the note. Scenario 5: Progress Notes (Group and Individual) - Edit Group Scratch Notes - Independent Note Specific Setup: Using "Site Specific Section Modeling" form: There is a new field added to the Group Default Note section of the Progress Notes (Group and Individual) form. This field is called "Select Note To Edit" and it's the field that will contain the link to the scratch group default note. The "Exclude From Data Collection" field must be set to "N" to use the new functionality. Admit 3 test clients or select 3 test clients. They can be admitted to any episode. Create a group using "Group Registration" that includes all 3 of the clients as members. Document routing must be enabled for the Progress Notes (Group and Individual) form. Using "Set System Defaults" form, enable Autosave for the Progress Notes (Group and Individual) form. Steps Open the "Progress Notes (Group and Individual)" form. Click the group note section. Such as "Group Default Note" or "Begin Default Note". Select "Independent" in the "Progress Note For" field. Fill in some fields and then click either the "Backup" button or the "Save" icon to create an autosaved copy of the group default note. Close the "Progress Note (Group and Individual)" form. Open the "Progress Notes (Group and Individual)" form. A message pops up asking you if you want to retrieve the autosaved backup. Select the backup that you want to retrieve. Click the OK button. The group default note is restored from backup. Fill in all required and desired fields on the form. Click "Submit Note" or "File Note" button. Using the "Select Note To Edit" field added with this update, select the scratch default group note to edit. Make any necessary edits. Click "Submit Note" or "File Note" button to save the group scratch note. You can edit the scratch notes multiple times if necessary. You can have multiple group scratch notes in process at one time. Once the group default note is completed, the scratch note can be individualized through the Individual Progress Notes tab and individualized notes can be finalized and routed if necessary. If changes are made again to the scratch group default note after some group members have been individualized, it won't change the individualized progress notes, but it will change any that remain with the group default note because they haven't been individualized. You will then receive a message stating which clients in the group have already been individualized and therefore, they won't be changed by the edit just made. Open the "Clinical Document Viewer" form. Display the progress notes that were finalized. Validate that they display as they were saved. Scenario 6: Progress Notes (Group and Individual) - Edit Scratch Notes - New Service Specific Setup: Using "Site Specific Section Modeling" form: There is a new field added to the Group Default Note section of the Progress Notes (Group and Individual) form. This field is called "Select Note To Edit" and it's the field that will contain the link to the scratch group default note. The "Exclude From Data Collection" field must be set to "N" to use the new functionality. Admit 3 test clients or select 3 test clients. They can be admitted to any episode. Create a group using "Group Registration" that includes all 3 of the clients as members. Document routing must be enabled for the Progress Notes (Group and Individual) form. Using "Set System Defaults" form, enable Autosave for the Progress Notes (Group and Individual) form. Steps Open the "Progress Notes (Group and Individual)" form. Click the group note section. Such as "Group Default Note" or "Begin Default Note". Select "New Service" in the "Progress Note For" field. Fill in some fields and then click either the "Backup" button or the "Save" icon to create an autosaved copy of the group default note. Close the "Progress Note (Group and Individual)" form. Open the "Progress Notes (Group and Individual)" form. A message pops up asking you if you want to retrieve the autosaved backup. Select the backup that you want to retrieve. Click the OK button. The group default note is restored from backup. Fill in all required and desired fields on the form. Click "Submit Note" or "File Note" button. Using the "Select Note To Edit" field added with this update, select the scratch default group note to edit. Make any necessary edits. Click "Submit Note" or "File Note" button to save the group scratch note. You can edit the scratch notes multiple times if necessary. You can have multiple group scratch notes in process at one time. Once the group default note is completed, the scratch note can be individualized through the Individual Progress Notes tab and individualized notes can be finalized and routed if necessary. If changes are made again to the scratch group default note after some group members have been individualized, it won't change the individualized progress notes, but it will change any that remain with the group default note because they haven't been individualized. You will then receive a message stating which clients in the group have already been individualized and therefore, they won't be changed by the edit just made. Open the "Clinical Document Viewer" form. Display the progress notes that were finalized. Validate that they display as they were saved. Scenario 7: Progress Notes (Group and Individual) - Edit Scratch Notes - Existing Appointment Specific Setup: Using "Site Specific Section Modeling" form: There is a new field added to the Group Default Note section of the Progress Notes (Group and Individual) form. This field is called "Select Note To Edit" and it's the field that will contain the link to the scratch group default note. The "Exclude From Data Collection" field must be set to "N" to use the new functionality. Admit 3 test clients or select 3 test clients. They can be admitted to any episode. Create a group using "Group Registration" that includes all 3 of the clients as members. Document routing must be enabled for the Progress Notes (Group and Individual) form. Using "Set System Defaults" form, enable Autosave for the Progress Notes (Group and Individual) form. Steps Using "Scheduling Calendar", create a group appointment for the group created in setup. Open the "Progress Notes (Group and Individual)" form. Click the group note section. Such as "Group Default Note" or "Begin Default Note". Select "Existing Appointment" in the "Progress Note For" field. Select the appointment entered in the previous step from the "Select Existing Appointment/Service" field. Fill in some fields and then click either the "Backup" button or the "Save" icon to create an autosaved copy of the group default note. Close the "Progress Note (Group and Individual)" form. Open the "Progress Notes (Group and Individual)" form. A message pops up asking you if you want to retrieve the autosaved backup. Select the backup that you want to retrieve. Click the OK button. The group default note is restored from backup. Fill in all required and desired fields on the form. Click "Submit Note" or "File Note" button. Using the "Select Note To Edit" field added with this update, select the scratch default group note to edit. Make any necessary edits. Click "Submit Note" or "File Note" button to save the group scratch note. You can edit the scratch notes multiple times if necessary. You can have multiple group scratch notes in process at one time. Once the group default note is completed, the scratch note can be individualized through the Individual Progress Notes tab and individualized notes can be finalized and routed if necessary. If changes are made again to the scratch group default note after some group members have been individualized, it won't change the individualized progress notes, but it will change any that remain with the group default note because they haven't been individualized. You will then receive a message stating which clients in the group have already been individualized and therefore, they won't be changed by the edit just made. Open the "Clinical Document Viewer" form. Display the progress notes that were finalized. Validate that they display as they were saved. Scenario 8: Progress Notes (Group and Individual) - Edit Scratch Note - Existing Service Specific Setup: Using "Site Specific Section Modeling" form: There is a new field added to the Group Default Note section of the Progress Notes (Group and Individual) form. This field is called "Select Note To Edit" and it's the field that will contain the link to the scratch group default note. The "Exclude From Data Collection" field must be set to "N" to use the new functionality. Admit 3 test clients or select 3 test clients. They can be admitted to any episode. Create a group using "Group Registration" that includes all 3 of the clients as members. Document routing must be enabled for the Progress Notes (Group and Individual) form. Using "Set System Defaults" form, enable Autosave for the Progress Notes (Group and Individual) form. Steps Using "Scheduling Calendar", create a group appointment for the group created in setup. Also, using "Scheduling Calendar", check in and check out all group members. Open the "Progress Notes (Group and Individual)" form. Click the group note section. Such as "Group Default Note" or "Begin Default Note". Select "Existing Service" in the "Progress Note For" field. Select the appointment entered in the previous step from the "Select Existing Appointment/Service" field. Fill in some fields and then click either the "Backup" button or the "Save" icon to create an autosaved copy of the group default note. Close the "Progress Note (Group and Individual)" form. Open the "Progress Notes (Group and Individual)" form. A message pops up asking you if you want to retrieve the autosaved backup. Select the backup that you want to retrieve. Click the OK button. The group default note is restored from backup. Fill in all required and desired fields on the form. Click "Submit Note" or "File Note" button. Using the "Select Note To Edit" field added with this update, select the scratch default group note to edit. Make any necessary edits. Click "Submit Note" or "File Note" button to save the group scratch note. You can edit the scratch notes multiple times if necessary. You can have multiple group scratch notes in process at one time. Once the group default note is completed, the scratch note can be individualized through the Individual Progress Notes tab and individualized notes can be finalized and routed if necessary. If changes are made again to the scratch group default note after some group members have been individualized, it won't change the individualized progress notes, but it will change any that remain with the group default note because they haven't been individualized. You will then receive a message stating which clients in the group have already been individualized and therefore, they won't be changed by the edit just made. Open the "Clinical Document Viewer" form. Display the progress notes that were finalized. Validate that they display as they were saved. Progress Notes (Group and Individual) - Autosaving Group Default Note Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Group Registration Scheduling Calendar Scenario 1: Progress Notes (Group and Individual) - Edit Group Scratch Notes - Independent Note Specific Setup: Using "Site Specific Section Modeling" form: There is a new field added to the Group Default Note section of the Progress Notes (Group and Individual) form. This field is called "Select Note To Edit" and it's the field that will contain the link to the scratch group default note. The "Exclude From Data Collection" field must be set to "N" to use the new functionality. Admit 3 test clients or select 3 test clients. They can be admitted to any episode. Create a group using "Group Registration" that includes all 3 of the clients as members. Document routing must be enabled for the Progress Notes (Group and Individual) form. Using "Set System Defaults" form, enable Autosave for the Progress Notes (Group and Individual) form. Steps Open the "Progress Notes (Group and Individual)" form. Click the group note section. Such as "Group Default Note" or "Begin Default Note". Select "Independent" in the "Progress Note For" field. Fill in some fields and then click either the "Backup" button or the "Save" icon to create an autosaved copy of the group default note. Close the "Progress Note (Group and Individual)" form. Open the "Progress Notes (Group and Individual)" form. A message pops up asking you if you want to retrieve the autosaved backup. Select the backup that you want to retrieve. Click the OK button. The group default note is restored from backup. Fill in all required and desired fields on the form. Click "Submit Note" or "File Note" button. Using the "Select Note To Edit" field added with this update, select the scratch default group note to edit. Make any necessary edits. Click "Submit Note" or "File Note" button to save the group scratch note. You can edit the scratch notes multiple times if necessary. You can have multiple group scratch notes in process at one time. Once the group default note is completed, the scratch note can be individualized through the Individual Progress Notes tab and individualized notes can be finalized and routed if necessary. If changes are made again to the scratch group default note after some group members have been individualized, it won't change the individualized progress notes, but it will change any that remain with the group default note because they haven't been individualized. You will then receive a message stating which clients in the group have already been individualized and therefore, they won't be changed by the edit just made. Open the "Clinical Document Viewer" form. Display the progress notes that were finalized. Validate that they display as they were saved. Scenario 2: Progress Notes (Group and Individual) - Edit Scratch Notes - New Service Specific Setup: Using "Site Specific Section Modeling" form: There is a new field added to the Group Default Note section of the Progress Notes (Group and Individual) form. This field is called "Select Note To Edit" and it's the field that will contain the link to the scratch group default note. The "Exclude From Data Collection" field must be set to "N" to use the new functionality. Admit 3 test clients or select 3 test clients. They can be admitted to any episode. Create a group using "Group Registration" that includes all 3 of the clients as members. Document routing must be enabled for the Progress Notes (Group and Individual) form. Using "Set System Defaults" form, enable Autosave for the Progress Notes (Group and Individual) form. Steps Open the "Progress Notes (Group and Individual)" form. Click the group note section. Such as "Group Default Note" or "Begin Default Note". Select "New Service" in the "Progress Note For" field. Fill in some fields and then click either the "Backup" button or the "Save" icon to create an autosaved copy of the group default note. Close the "Progress Note (Group and Individual)" form. Open the "Progress Notes (Group and Individual)" form. A message pops up asking you if you want to retrieve the autosaved backup. Select the backup that you want to retrieve. Click the OK button. The group default note is restored from backup. Fill in all required and desired fields on the form. Click "Submit Note" or "File Note" button. Using the "Select Note To Edit" field added with this update, select the scratch default group note to edit. Make any necessary edits. Click "Submit Note" or "File Note" button to save the group scratch note. You can edit the scratch notes multiple times if necessary. You can have multiple group scratch notes in process at one time. Once the group default note is completed, the scratch note can be individualized through the Individual Progress Notes tab and individualized notes can be finalized and routed if necessary. If changes are made again to the scratch group default note after some group members have been individualized, it won't change the individualized progress notes, but it will change any that remain with the group default note because they haven't been individualized. You will then receive a message stating which clients in the group have already been individualized and therefore, they won't be changed by the edit just made. Open the "Clinical Document Viewer" form. Display the progress notes that were finalized. Validate that they display as they were saved. Scenario 3: Progress Notes (Group and Individual) - Edit Scratch Notes - Existing Appointment Specific Setup: Using "Site Specific Section Modeling" form: There is a new field added to the Group Default Note section of the Progress Notes (Group and Individual) form. This field is called "Select Note To Edit" and it's the field that will contain the link to the scratch group default note. The "Exclude From Data Collection" field must be set to "N" to use the new functionality. Admit 3 test clients or select 3 test clients. They can be admitted to any episode. Create a group using "Group Registration" that includes all 3 of the clients as members. Document routing must be enabled for the Progress Notes (Group and Individual) form. Using "Set System Defaults" form, enable Autosave for the Progress Notes (Group and Individual) form. Steps Using "Scheduling Calendar", create a group appointment for the group created in setup. Open the "Progress Notes (Group and Individual)" form. Click the group note section. Such as "Group Default Note" or "Begin Default Note". Select "Existing Appointment" in the "Progress Note For" field. Select the appointment entered in the previous step from the "Select Existing Appointment/Service" field. Fill in some fields and then click either the "Backup" button or the "Save" icon to create an autosaved copy of the group default note. Close the "Progress Note (Group and Individual)" form. Open the "Progress Notes (Group and Individual)" form. A message pops up asking you if you want to retrieve the autosaved backup. Select the backup that you want to retrieve. Click the OK button. The group default note is restored from backup. Fill in all required and desired fields on the form. Click "Submit Note" or "File Note" button. Using the "Select Note To Edit" field added with this update, select the scratch default group note to edit. Make any necessary edits. Click "Submit Note" or "File Note" button to save the group scratch note. You can edit the scratch notes multiple times if necessary. You can have multiple group scratch notes in process at one time. Once the group default note is completed, the scratch note can be individualized through the Individual Progress Notes tab and individualized notes can be finalized and routed if necessary. If changes are made again to the scratch group default note after some group members have been individualized, it won't change the individualized progress notes, but it will change any that remain with the group default note because they haven't been individualized. You will then receive a message stating which clients in the group have already been individualized and therefore, they won't be changed by the edit just made. Open the "Clinical Document Viewer" form. Display the progress notes that were finalized. Validate that they display as they were saved. Scenario 4: Progress Notes (Group and Individual) - Edit Scratch Note - Existing Service Specific Setup: Using "Site Specific Section Modeling" form: There is a new field added to the Group Default Note section of the Progress Notes (Group and Individual) form. This field is called "Select Note To Edit" and it's the field that will contain the link to the scratch group default note. The "Exclude From Data Collection" field must be set to "N" to use the new functionality. Admit 3 test clients or select 3 test clients. They can be admitted to any episode. Create a group using "Group Registration" that includes all 3 of the clients as members. Document routing must be enabled for the Progress Notes (Group and Individual) form. Using "Set System Defaults" form, enable Autosave for the Progress Notes (Group and Individual) form. Steps Using "Scheduling Calendar", create a group appointment for the group created in setup. Also, using "Scheduling Calendar", check in and check out all group members. Open the "Progress Notes (Group and Individual)" form. Click the group note section. Such as "Group Default Note" or "Begin Default Note". Select "Existing Service" in the "Progress Note For" field. Select the appointment entered in the previous step from the "Select Existing Appointment/Service" field. Fill in some fields and then click either the "Backup" button or the "Save" icon to create an autosaved copy of the group default note. Close the "Progress Note (Group and Individual)" form. Open the "Progress Notes (Group and Individual)" form. A message pops up asking you if you want to retrieve the autosaved backup. Select the backup that you want to retrieve. Click the OK button. The group default note is restored from backup. Fill in all required and desired fields on the form. Click "Submit Note" or "File Note" button. Using the "Select Note To Edit" field added with this update, select the scratch default group note to edit. Make any necessary edits. Click "Submit Note" or "File Note" button to save the group scratch note. You can edit the scratch notes multiple times if necessary. You can have multiple group scratch notes in process at one time. Once the group default note is completed, the scratch note can be individualized through the Individual Progress Notes tab and individualized notes can be finalized and routed if necessary. If changes are made again to the scratch group default note after some group members have been individualized, it won't change the individualized progress notes, but it will change any that remain with the group default note because they haven't been individualized. You will then receive a message stating which clients in the group have already been individualized and therefore, they won't be changed by the edit just made. Open the "Clinical Document Viewer" form. Display the progress notes that were finalized. Validate that they display as they were saved. Scenario 5: Progress Notes (Group and Individual) - Group Default Notes - file an existing appointment group note Specific Setup: A group must exist (Group A) with two clients (Client A & Client B). A group appointment must be scheduled for "Group A" for the current date. Document routing is enabled on the 'Progress Notes (Group and Individual)' form. The 'Attach Selected Appointment To Notes On Draft' registry setting is set to either "1" or "2". The 'Post Appointment When the Note Is Submitted' registry setting is set to "Y". Steps Access the 'Progress Notes (Group and Individual)' form. Select the "Group Default Notes" section. Enter the current date in the 'Date Of Group' field. Enter the desired practitioner in the 'Practitioner' field. Select "Existing Appointment" in the 'Progress Note For' field. Select the existing appointment for "Group A" in the 'Note Addresses Which Existing Service/Appointment' field. Select the desired value in the 'Note Type' field. Enter the desired value in the 'Note' field. Validate the 'Client Who Attended Group' field contains "Client A" and "Client B". Click [File Note]. Validate a "Group Default Notes" message is displayed stating: Progress notes are filed. Click [OK]. Navigate to the "Individual Progress Notes" section. Select "Group A" in the 'Group Name or Number' field. Enter the current date in the 'Note Date' field. Select the note for "Client A" in the 'Select Note To Edit' field. Select "Final" in the 'Draft/Final' field. Click [File Note]. Click [Accept] in the document routing dialog. Enter the password for the logged in user and click [Verify]. Validate a message is displayed stating: Note Filed. Click [OK]. Validate the 'Select Note To Edit' field contains the note for "Client B". Select "Final" in the 'Draft/Final' field. Click [File Note]. Click [Accept] in the document routing dialog. Enter the password for the logged in user and click [Verify]. Validate a message is displayed stating: Note Filed. Click [OK] and close the form. Access the 'Client Ledger' form. Enter "Client A" in the 'Client ID' field. Select "All Episodes" from the 'Claim/Episode/All Episodes' field. Select "Simple" from the 'Ledger Type' field. Click [Process]. Verify the 'Client Ledger Report' page is displayed and contains the service for the group note filed in the previous steps. Click [Dismiss]. Repeat steps 2a-2f for "Client B". Close the form.	Topics • Progress Notes • NX • Group Progress Notes
Update 29 Summary \| Details Avatar CWS - 'Clinical Reconciliation' Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Allergies and Hypersensitivities Scenario 1: Clinical Reconciliation - 'Allergies' section Specific Setup: The 'Enable Improved Clinical Reconciliation Workflow' registry setting is enabled. OrderConnect must be installed and configured to communicate with myAvatar and vice versa. A client must have multiple allergies listed in the 'Clinical Reconciliation' form (Client A). Steps Select "Client A" and access the 'Clinical Reconciliation' form. Select the desired value in the 'Reconciliation Type' field. Navigate to the 'Allergies' section. Select desired allergies to include in the reconciliation. Click [Include]. Validate the 'Include In Record' field now contains "Include (6)" for the selected allergies. Enter the desired value for all the allergies being included in the 'New Allergy to Add' field. Click [Do Not Include Remaining]. Validate all remaining allergies contain "Do Not Include (7)" in the 'Include In Record' field. Click [New Row]. Validate the 'Include In Record' field contains "Include (6)" for the new row. Validate the 'Source' field contains "Manual Entry (ME)". Search for and select the desired allergy in the 'New Allergy to Add' field. Enter the desired date in the 'Start Date' field. Click [Review Final List]. Validate a 'Clinical Reconciliation - Preview' dialog is displayed with all allergies indicating either "Include" or "Do Not Include". Click [Reconcile Items]. Validate a message is displayed stating: Saved. Click [OK] and close the form. Select "Client A" and access the 'Allergies and Hypersensitivities' form. Click [Update]. Validate the 'Allergies and Hypersensitivities' grid contains the allergies included in the reconciliation. Close the form. Scenario 2: Clinical Reconciliation - 'Home Medications' section Specific Setup: The 'Enable Improved Clinical Reconciliation Workflow' registry setting is enabled. OrderConnect must be installed and configured to communicate with myAvatar and vice versa. A client must have multiple home medications listed in the 'Clinical Reconciliation' form (Client A). User must have access to the 'Order Entry Console'. Steps Select "Client A" and access the 'Clinical Reconciliation' form. Select the desired value in the 'Reconciliation Type' field. Navigate to the 'Home Medications' section. Select desired medications to include in the reconciliation. Click [Include]. Validate the 'Include In Record' field now contains "Include (6)" for the selected medications. Click [Do Not Include Remaining]. Validate all remaining medications contain "Do Not Include (7)" in the 'Include In Record' field. Click [New Row]. Validate the 'Include In Record' field contains "Include (6)" for the new row. Validate the 'Source' field contains "Manual Entry (ME)". Search for and select the desired medication in the 'New Medication to Add' field. Enter the desired date in the 'Start Date' field. Click [Review Final List]. Validate a 'Clinical Reconciliation - Preview' dialog is displayed with all medications indicating either "Include" or "Do Not Include". Click [Reconcile Items]. Validate a message is displayed stating: Saved. Click [OK] and [Refresh Medications]. Validate all medications included in the reconciliation display. Close the form. Select "Client A" and access the 'Order Entry Console'. Select the 'Home Medications' tab. Validate all medications included in the reconciliation display. Scenario 3: Clinical Reconciliation - 'Problem List' section Specific Setup: The 'Enable Improved Clinical Reconciliation Workflow' registry setting is enabled. OrderConnect must be installed and configured to communicate with myAvatar and vice versa. A client must have multiple problems listed in the 'Clinical Reconciliation' form (Client A). Steps Select "Client A" and access the 'Clinical Reconciliation' form. Select the desired value in the 'Reconciliation Type' field. Navigate to the 'Problem List' section. Select desired problems to include in the reconciliation. Click [Include]. Validate the 'Include In Record' field now contains "Include (6)" for selected problem(s). Click [Do Not Include Remaining]. Validate all remaining problems contain "Do Not Include (7)" in the 'Include In Record' field. Click [New Row]. Validate the 'Include In Record' field contains "Include (6)" for the new row. Validate the 'Source' field contains "Manual Entry (ME)". Search for and select the desired problem in the 'New Problem To Add' field. Enter the desired date in the 'Start Date' field. Click [Review Final List]. Validate the 'Clinical Reconciliation - Preview' dialog is displayed with all problems indicating either "Include" or "Do Not Include". Click [Reconcile Items]. Validate a message is displayed stating: Saved. Click [OK] and close the form. Select "Client A" and access the 'Problem List' form. Click [View/Enter Problems]. Validate the 'Problem List' grid contains all problems included in the reconciliation. Close the form.	Topics • Clinical Reconciliation • Allergies and Hypersensitivities • Order Entry Console • Problem List • CCD's • Registry Settings
Update 32 Summary \| Details Progress Notes Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Practitioner Enrollment Practitioner Termination Scenario 1: Ambulatory Progress Notes - Incident-To Practitioner - Terminated Practitioner Specific Setup: • CWS Site Specific Section Modeling has been used to add the 'Incident-To-Practitioner' field to the 'Ambulatory Progress Notes' form. • Client A is admitted to an active outpatient episode. • Practitioner Termination: Identify a terminated practitioner, noting the date of termination. Steps Open the ‘Ambulatory Progress Notes' form. Create a note for the Client A using desired information. Validate the data in the ‘Practitioner’ field. Change the ‘Practitioner' to the terminated practitioner. Verify that a warning message is received stating that the practitioner is not active. Click [OK]. Validate that the data in the 'Practitioner’ field contains the value prior to changing the practitioner. Set the Site Specific Section Modeling field for the 'Incident-To-Practitioner' to the terminated practitioner. Verify that a warning message is received stating that the practitioner is not active. Click [OK]. Set the 'Incident-To-Practitioner' to desired value. Select desired value in ‘Draft/Final’. Submit the form. Scenario 2: Progress Notes (Group and Individual) - Incident-To Practitioner - Terminated Practitioner Specific Setup: CWS Site Specific Section Modeling has been used to add the 'Incident-To-Practitioner' field to the ‘Progress Notes (Group and Individual)' form. Client A is admitted to any active episode. Practitioner Termination: Identify a terminated practitioner, noting the date of termination. Steps Open the ‘'Progress Notes (Group and Individual)' form. Create a note for the Client A using desired information. Validate the data in the ‘Practitioner’ field. Change the ‘Practitioner' to the terminated practitioner. Verify that a warning message is received stating that the practitioner is not active. Click [OK]. Validate that the data in the 'Practitioner’ field contains the value prior to changing the practitioner. Set the Site Specific Section Modeling field for the 'Incident-To-Practitioner' to the terminated practitioner. Verify that a warning message is received stating that the practitioner is not active. Click [OK]. Set the 'Incident-To-Practitioner' to desired value. Select desired value in ‘Draft/Final’. Submit the form. Scenario 3: Inpatient Progress Notes - Incident-To Practitioner - Terminated Practitioner Specific Setup: CWS Site Specific Section Modeling has been used to add the 'Incident-To-Practitioner' field to the 'Inpatient Progress Notes' form. Client A is admitted to an active inpatient episode. Practitioner Termination: Identify a terminated practitioner, noting the date of termination. Steps Open the 'Inpatient Progress Notes' form. Create a note for the Client A using desired information. Validate the data in the ‘Practitioner’ field. Change the ‘Practitioner' to the terminated practitioner. Verify that a warning message is received stating that the practitioner is not active. Click [OK]. Validate that the data in the 'Practitioner’ field contains the value prior to changing the practitioner. Set the Site Specific Section Modeling field for the 'Incident-To-Practitioner' to the terminated practitioner. Verify that a warning message is received stating that the practitioner is not active. Click [OK]. Set the 'Incident-To-Practitioner' to desired value. Select desired value in ‘Draft/Final’. Submit the form.	Topics • Progress Notes • NX
Update 33 Summary \| Details Care Record Mapping - "Hospital Admission Texas" and "Hospital Discharge Texas" assessment types Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Care Record Mapping Hospital Admission Texas Hospital Discharge Texas Scenario 1: Validate the "Hospital Admission Texas" option in the 'Care Record Mapping' form Specific Setup: A user modeled "Hospital Admission Texas" assessment is defined with the following: 'Hospitalization Date' date field 'State Hospital' single-select dictionary field with "(P) Positive" and "(N) Negative" dictionary values. Must be flagged as an assessment in the 'Flag Assessment Forms' form. A client is enrolled in an existing episode (Client A). Steps Access the 'Care Record Mapping' form. Validate the 'Type of Assessment' field contains "Hospital Admission Texas". Select "Hospital Admission Texas" in the 'Type of Assessment' field. Select the user defined "Hospital Admission Texas" assessment in the 'Form To Map' field. Select "Hospital Admission Texas" in the 'Section' field. Select "Assessment Date" in the 'Care Record Field Name' field. Select "Hospitalization Date" in the 'Assessment Field' field. Click [Save Mapping]. Validate a message is displayed stating: Mapping Saved. Click [OK]. Select "State Hospital" in the 'Care Record Field Name' field. Select "State Hospital" in the 'Assessment Field' field. Click [Save Mapping]. Validate a message is displayed stating: Mapping Saved. Click [OK] and close the form. Select "Client A" and access the user defined 'Hospital Admission Texas' form. Enter the desired date in the 'Hospitalization Date' field. Select the desired value in the 'State Hospital' field. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Enter "Client A" in the 'Client ID' field. Enter "EhrAssessmentResultCreated" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains an "EhrAssessmentResultCreated" record. Click [Click To View Record]. Validate the 'assessmentDate' field contains the date entered in the 'Hospitalization Date' field in the previous steps. Validate the 'assessmentTypeCode' - 'code' field contains "38". Validate the 'assessmentTypeCode' - 'displayName' field contains "Hospital Admission Texas". Validate the 'clientID' - 'id' field contains Client A's ID. Validate the 'scorings' - 'categoryIdentifier' field contains "AssessmentBinary". Validate the 'scorings' - 'createdDate' field contains the current date. Validate the 'scorings' - 'score' field contains either "P" or "N" based on the value selected in the 'State Hospital' field in the previous steps. Validate the 'scorings' - 'scoredDate' field contains the current date. Validate the 'vocabularies' - 'code' field contains "417005". Validate the 'vocabularies' - 'codeSystem' field contains "2.16.840.1.113883.6.96". Validate the 'vocabularies' - 'codeSystemName' field contains "SNOMED". Validate the 'vocabularies' - 'displayName' field contains "Hospital re-admission". Close the report and the form. Scenario 2: Validate the "Hospital Discharge Texas" option in the 'Care Record Mapping' form Specific Setup: A user modeled "Hospital Discharge Texas" assessment is defined with the following: 'Discharge Date' date field 'State Hospital' single-select dictionary field with "(P) Positive" and "(N) Negative" dictionary values. Must be flagged as an assessment in the 'Flag Assessment Forms' form. A client is enrolled in an existing episode (Client A). Steps Access the 'Care Record Mapping' form. Validate the 'Type of Assessment' field contains "Hospital Discharge Texas". Select "Hospital Discharge Texas" in the 'Type of Assessment' field. Select the user defined "Hospital Discharge Texas" assessment in the 'Form To Map' field. Select "Hospital Discharge Texas" in the 'Section' field. Select "Assessment Date" in the 'Care Record Field Name' field. Select "Discharge Date" in the 'Assessment Field' field. Click [Save Mapping]. Validate a message is displayed stating: Mapping Saved. Click [OK]. Select "State Hospital" in the 'Care Record Field Name' field. Select "State Hospital" in the 'Assessment Field' field. Click [Save Mapping]. Validate a message is displayed stating: Mapping Saved. Click [OK] and close the form. Select "Client A" and access the user defined 'Hospital Discharge Texas' form. Enter the desired date in the 'Discharge Date' field. Select the desired value in the 'State Hospital' field. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Enter "Client A" in the 'Client ID' field. Enter "EhrAssessmentResultCreated" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains an "EhrAssessmentResultCreated" record. Click [Click To View Record]. Validate the 'assessmentDate' field contains the date entered in the 'Discharge Date' field in the previous steps. Validate the 'assessmentTypeCode' - 'code' field contains "39". Validate the 'assessmentTypeCode' - 'displayName' field contains "Hospital Discharge Texas". Validate the 'clientID' - 'id' field contains Client A's ID. Validate the 'scorings' - 'categoryIdentifier' field contains "AssessmentBinary". Validate the 'scorings' - 'createdDate' field contains the current date. Validate the 'scorings' - 'score' field contains either "P" or "N" based on the value selected in the 'State Hospital' field in the previous steps. Validate the 'scorings' - 'scoredDate' field contains the current date. Validate the 'vocabularies' - 'code' field contains "308283009". Validate the 'vocabularies' - 'codeSystem' field contains "2.16.840.1.113883.6.96". Validate the 'vocabularies' - 'codeSystemName' field contains "SNOMED". Validate the 'vocabularies' - 'displayName' field contains "Discharge from hospital". Close the report and the form.	Topics • Care Record Mapping
Update 35 Summary \| Details Manage Observer Caseload - New Fields Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Manage Observer Caseload Scenario 1: Manage Observer Caseload - Transfer Caseload - Validate Caseload Report Specific Setup: Two users are defined with associated practitioners that have credentials on file (User A & User B). A client is enrolled in an existing inpatient episode (Client A). "Client A" is not in the observer caseload of "User A" or "User B". Steps Access the 'Manage Observer Caseload' form. Select "User A" in the 'Select User' field. Select "Add" in the 'Add or Remove Client From Caseload' field. Select the unit "Client A" is admitted into in the 'Unit' field. Select "Client A" in the 'Select Clients' field. Click [Update Caseload]. Validate the 'Current Caseload' field contains "Client A". Select the "Transfer Caseload" section. Validate the following new fields are displayed: 'Credentials (From Staff)' 'Credentials (To Staff)' 'Transfer Caseload Reason' 'Caseload Assigned By' 'Run Caseload Report' Select "User A" in the 'Transfer Caseload From' field. Validate the 'Credentials (From Staff)' field is read-only and contains the practitioner credentials for "User A". Select "User B" in the 'Transfer Caseload To' field. Validate the 'Credentials (To Staff)' field is read-only and contains the practitioner credentials for "User B". Select "Client A" in the 'Select Clients' field. Validate the 'Caseload Assigned By' field contains the logged in user. This can be updated, if desired. Select the desired value in the 'Transfer Caseload Reason' field. Note: this is a user defined dictionary - user can right click to add dictionary values. Click [Transfer Caseload]. Validate a message is displayed stating: Selected client(s) will be transferred from the caseload of "User A" to "User B". Are you sure? Click [OK] and [Run Caseload Report]. Validate the report is displayed and contains the following: For "User B" there will be a record for "Client A" with the following details: Action - Added Assigned Date - Transfer date Assigned Time - Transfer time Caseload Assigned By - User selected in the 'Caseload Assigned By' field Reason - Value selected in the 'Transfer Caseload Reason' field For "User A" there will be a record for "Client A" with the following details: Action - Removed Assigned Date - Transfer date Assigned Time - Transfer time Caseload Assigned By - User selected in the 'Caseload Assigned By' field Reason - Value selected in the 'Transfer Caseload Reason' field' Close the report and the form. Access Crystal Reports or other SQL Reporting tool. Select the CWS namespace. Create a report using the 'Observer.caseload_audit' SQL table. Validate there are two rows for the caseload transfer from "User A" to "User B". Scenario 2: Manage Observer Caseload - Manage Caseload - Validate Caseload Report Specific Setup: A user is defined with an associated practitioner that has credentials on file (User A). A client is enrolled in an existing inpatient episode (Client A). "Client A" is not in "User A's" observer caseload. Steps Access the 'Manage Observer Caseload' form. Validate the following new fields are displayed: 'Credentials' 'Caseload Assigned By' 'Reason to Remove Caseload' 'Run Caseload Report' Select "User A" in the 'Select User' field. Validate the 'Credentials' field is read-only and contains the practitioner credentials for "User A". Validate the 'Caseload Assigned By' field contains the logged in user. This can be updated, if desired. Select "Add" in the 'Add or Remove Client From Caseload' field. Validate the 'Reason to Remove Caseload' field is disabled. This field will only be enabled when "Remove" is selected in the 'Add or Remove Client From Caseload' field. Select the unit "Client A" is admitted into in the 'Unit' field. Click [Update Caseload]. Validate the 'Current Caseload' field contains "Client A". Click [Run Caseload Report]. Validate the report is displayed and contains the following: For "User A" there will be a record for "Client A" with the following details: Action - Added Assigned Date - Added date Assigned Time - Added time Caseload Assigned By - User selected in the 'Caseload Assigned By' field Close the report. Access Crystal Reports or other SQL Reporting tool. Select the CWS namespace. Create a report using the 'Observer.caseload_audit' SQL table. Validate there is a row for "Client A" being added to "User A" caseload. Validate the 'assigned_by_user_id' and 'assigned_by_user_name' fields contain the 'Caseload Assigned By' user if populated, if not, the logged in user. Validate the 'assigned_date' contains the date "Client A" was added. Validate the 'assigned_time' field contains the time "Client A" was added. Validate the 'assigned_to_user_id' and 'assigned_to_user_name' fields contain "User A". Validate the 'PATID' field contains "Client A". Validate the 'action_code' field contains "A". Validate the 'action_value' field contains "Added". Validate the 'client_name' field contains "Client A". Validate the 'credentials_code', 'credentials_shval', and 'credentials_value' fields contains the credential codes/values for "User A". Navigate back to the 'Manage Observer Caseload' form. Validate the 'Select User' field contains "User A". Validate the 'Caseload Assigned By' field contains the logged in user. Select "Remove" in the 'Add or Remove Client From Caseload' field. Validate the 'Reason to Remove Caseload' field is now enabled. Select the desired value in the 'Reason to Remove Caseload' field. Note: this is a user defined dictionary - user can right click to add dictionary values. Select "Client A" in the 'Select Clients' field. Click [Update Caseload]. Validate a message is displayed stating: You are about to remove the selected client(s) from the caseload of "User A". Are you sure you want to continue? Click [OK]. Validate the 'Current Caseload' field does not contain "Client A". Click [Run Caseload Report]. Validate the report is displayed and contains the following: For "User A" there will be a record for "Client A" with the following details: Action - Removed Assigned Date - Removed date Assigned Time - Removed time Caseload Assigned By - User selected in the 'Caseload Assigned By' field Reason - Value selected in the 'Reason to Remove Caseload' field Close the report and the form. Access Crystal Reports or other SQL Reporting tool. Refresh the report using the 'Observer.caseload_audit' SQL table. Validate there is a row for "Client A" being removed from "User A" caseload. Validate the 'assigned_by_user_id' and 'assigned_by_user_name' fields contain the 'Caseload Assigned By' user if populated, if not, the logged in user. Validate the 'assigned_date' contains the date "Client A" was removed. Validate the 'assigned_time' field contains the time "Client A" was removed. Validate the 'assigned_to_user_id' and 'assigned_to_user_name' fields contain "User A". Validate the 'PATID' field contains "Client A". Validate the 'action_code' field contains "R". Validate the 'action_value' field contains "Removed". Validate the 'client_name' field contains "Client A". Validate the 'credentials_code', 'credentials_shval', and 'credentials_value' fields contains the credential codes/values for "User A". Validate the 'removal_code' and 'removal_value' field contains the corresponding code/value for the value selected in the 'Reason to Remove Caseload' field. Close the report. Manage Observer Caseload - 'Allow Clear All Caseloads' registry setting Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Manage Nursing Caseload Manage Observer Caseload Scenario 1: Manage Observer Caseload - Clear Caseload - Validate the 'Allow Clear All Caseloads' registry setting Specific Setup: A client is enrolled in an existing inpatient episode (Client A). "Client A" is not part of the logged in user's caseload (User A). Steps Access the 'Registry Settings' form. Enter "Allow Clear All Caseloads" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Validate the default 'Registry Setting Value' is "Y". Validate the 'Registry Setting Details' field contains: Enter 'Y' to allow 'Clear All Caseloads' in the 'Manage Observer Caseload' form. Enter 'N' to disallow 'Clear All Caseloads' in the 'Manage Observer Caseload' form. Click [Submit] and close the form. Access the 'Manage Observer Caseload' form. Search for and select "User A" in the 'Select User' field. Select "Add" in the 'Add or Remove Client From Caseload' field. Select the unit that "Client A" is admitted into in the 'Unit' field. Select "Client A" in the 'Select Clients' field. Click [Update Caseload]. Validate the 'Current Caseload' field contains "Client A". Select the "Clear All Caseloads" section. Click [Clear All Caseloads]. Validate a message is displayed stating: You are about to clear observation caseloads for all users. Do you want to continue? Click [OK]. Validate a message is displayed stating: NTST Observer caseloads are cleared for all users. Click [OK]. Select the "Manage Caseload" section. Search for and select "User A" in the 'Select User' field. Validate the 'Current Caseload' field no longer contains "Client A". Close the form. Access the 'Registry Settings' form. Enter "Allow Clear All Caseloads" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Enter "N" in the 'Registry Setting Value' field. Click [Submit] and close the form. Access the 'Manage Observer Caseload' form. Search for and select "User A" in the 'Select User' field. Select "Add" in the 'Add or Remove Client From Caseload' field. Select the unit that "Client A" is admitted into in the 'Unit' field. Select "Client A" in the 'Select Clients' field. Click [Update Caseload]. Validate the 'Current Caseload' field contains "Client A". Select the "Clear All Caseloads" section. Click [Clear All Caseloads]. Validate a message is displayed stating: 'Clear All Caseloads' is not allowed. Click [OK]. Select the "Manage Caseload" section. Validate "Client A" is still displayed in the 'Current Caseload' field. Close the form.	Topics • Manage Observer Caseload • Registry Settings
Update 36 Summary \| Details Task List - one time only tasks Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Task Definitions Task Associations Order Code Setup Orders This Episode Scenario 1: Task List - Ensure correct Task is removed Specific Setup: The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Allow Open-Ended Orders' registry setting must be set to "NX". The ‘(519) Allow Open-Ended Orders’ extended attribute must be set to “No (by default), but allow exceptions by Order Code” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”. Two pharmacy-type order codes must have "Yes" selected in the 'Allow Open-Ended Orders' field in 'Order Code Setup' (Order Code A and Order Code B). Please log out of the application and log back in after completing the above configuration. A task must exist that has a 'Default Frequency' of "One Time Only" and "Generic" selected in the 'Task Action Type' field in 'Task Definition' (One Time Only Task). A task must exist that has a 'Default Frequency' of "3 Times A Day" and "Generic" selected in the 'Task Action Type' field in 'Task Definition' (3 Times A Day Task). The "One Time Only Task" must have "Order Entry" selected in the 'Order Event' field and must be associated to "Order Code A" in 'Task Association'. The "3 Times A Day Task" must have "Order Entry" selected in the 'Order Event' field and must be associated to "Order Code B" in 'Task Association'. Two clients must exist that have active episodes (Client A and Client B). “Client A” and "Client B" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "Order Code A" in the 'New Order' field. Set the 'Dose' field to "1" and select "Tablet" in the 'Dose Unit' field. Select "One Time Only" in the 'Frequency' field. Click [Add to Scratchpad] and [Sign]. Validate an order for "Order Code A" exists in the 'Order grid'. Select "Client B" and access the Order Entry Console. Search for and select "Order Code B" in the 'New Order' field. Set the 'Dose' field to "1" and select "Tablet" in the 'Dose Unit' field. Select "3 Times A Day" in the 'Frequency' field. Click [Add to Scratchpad] and [Sign]. Validate an order for "Order Code B" exists in the 'Order grid'. Access 'Task List'. Search for "Client A" and validate that a "One Time Only Task" exists under the 'Unscheduled' column. Search for "Client B" and validate that a "3 Times A Day Task" exists under the "1500" column for the current date. Select "Client B" and access the Order Entry Console. Select the order for "Order Code B" in the 'Order grid' and click [DC]. Set the 'Discontinue Time' field to a time that is two hours in the past. Click [Add to Scratchpad] and [Sign]. Access 'Task List'. Search for "Client A" and validate that a "One Time Only Task" exists under the 'Unscheduled' column. Search for "Client B" and validate that a "3 Times A Day Task" no longer exists under the "1500" column for the current date or any future times.	Topics • NX • Task List
Update 37 Summary \| Details Review Results - Print Results Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Review Results Client Profile / Physicians Orders Results Entry Scenario 1: 'Review Results' form - data validations Specific Setup: At least one order must be placed for [ClientA] through the 'Order Entry Console'. Results must be filed for the order submitted through the 'Results Entry' form. User [StaffA] has access to the "Review Results" form and has "My To Do's" widget on their home view. Log in as [StaffA]. Steps Open the 'Review Results' form. Set the 'Client ID' field to [ClientA]. Select the result from the 'Select Results' field. Validate the information populated in the "Results" text box is correct. Populate the "Comments" field. Set the 'Send Results Notification To' field to [StaffA]. Click [Submit]. [Note the date and time]. Repeat steps 1 thru 3. Validate the results populated in the "Results" text box are correct. Validate the "Review History" field contains: Reviewed By: [StaffA] with the date and time noted in step 7. Comments: comments entered in step 5. Close the form. In the 'My To Do's' widget select the "Review Results" link for filed row for [ClientA]. Check the [Client Reviewed] box. Click [Mark Reviewed]. Add a comment in the "Note" box. Click [Save]. (Note the date and time). Repeat steps 1 thru 3. Validate the results populated in the "Results" text box are correct. Validate the "Review History" field now contains: Reviewed By: [StaffA] with the date and time noted in step 7. Comments: comments entered in step 5. Reviewed By: [StaffA] with the date and time the To Do reviewed, noted in step 12. Comments: comments entered when reviewing the To Do in step 12. Scenario 2: Review Results - Print Results Specific Setup: Admit a test client into any episode. Using either "Client Profile/Physician Orders" or "Order Entry Console", enter a lab order for the test client. Using "Results Entry" enter results for the ordered lab test. Steps Open the "Review Results" form. Select a client. Select an order/result from the "Select Results" dropdown. Click the "View/Print Results" button. Validate the report prints the lab/result information. Close the report. Clinical Pathway - Enrollment and Disenrollment Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Clinical Pathway Definition Clinical Pathway Enrollment Clinical Pathway Disenrollment Chart Review Scenario 1: Clinical Pathway Disenrollment - Add a Disenrollment Specific Setup: A pathway is defined in the 'Clinical Pathway Definition' form. "Yes" is selected in the 'Alert When Accessed' field. This pathway is also defined with a color (Pathway A). Dictionary values must be defined for the "CWS" file - "(5010) Reason for Disenrollment" data element. This can be done in the 'Dictionary Update' form. Steps Select "Client A" and access the 'Clinical Pathway Enrollment' form. Verify the 'Date of Enrollment' field defaults to the current date. Select "Pathway A" in the 'Pathway Name' field. Select "Yes" for 'Primary Pathway'. Click [Submit] and [No]. Validate the 'My Clients' list contains "Client A" in the pathway color. Select "Client A" and access the 'Clinical Pathway Disenrollment' form. Validate the 'Date of Disenrollment' field defaults the current date. Select "Pathway A" in the 'Pathway Name' field. Select desired value in the 'Reason for Disenrollment' field. Click [Submit] and [No]. Select "Client A" and access the 'Clinical Pathway Enrollment' form. Validate the Pre-Display contains the prior enrollment record in "Pathway A" and the 'Disenrollment Date' field contains the date of disenrollment. Click [Edit]. Validate a "Clinical Pathway Enrollment" message is displayed stating: Disenrollment exists. Enrollment can only be viewed. Click [OK]. Validate the 'Date of Enrollment' field is disabled and cannot be edited. Validate the 'Pathway Name' field is disabled and cannot be edited. Validate the 'Primary Pathway' field is disabled and cannot be edited. Close the form. Validate the 'My Clients' list contains "Client A" without the pathway color. Scenario 2: Clinical Pathway Enrollment - Add an Enrollment Specific Setup: A pathway is defined in the 'Clinical Pathway Definition' form. "Yes" is selected in the 'Alert When Accessed' field. This pathway is also defined with a color (Pathway A). Multiple other pathways are defined with colors in the 'Clinical Pathway Definition' form. A client is enrolled in an existing episode (Client A). Steps Select "Client A" and access the 'Clinical Pathway Enrollment' form. Validate the 'Date of Enrollment' field defaults to the current date. Validate the 'Pathway Name' field contains only pathways defined in the system. Select "Pathway A" in the 'Pathway Name' field. Select "Yes" for 'Primary Pathway'. Click [Submit] and [No]. Validate the 'My Clients' list contains "Client A" in the pathway color. Select "Client A" and access the 'Clinical Pathway Enrollment' form. Click [Add] to add an additional pathway. Select "Pathway A" in the 'Pathway Name' field. Validate a message is displayed stating: Client is already enrolled in the selected Clinical Pathway. Click [OK]. Select any new value in the 'Pathway Name' field. Select "Yes" for 'Primary Pathway'. Validate a message is displayed stating: Primary Pathway already exists. "Pathway A" is the current Primary Pathway. Click [OK]. Select "No" in the 'Primary Pathway' field. Click [Submit] and [No]. Validate the 'My Clients' list contains "Client A" in the primary pathway color. Scenario 3: Chart Review - Clinical Pathway Disenrollment Specific Setup: Admit a test client into any episode. Using the "Clinical Pathway Enrollment" form, enroll a test client into a clinical pathway. Add "Clinical Pathways Disenrollment" form to the Chart through Customize Forms. Steps Open the "Chart Review" form. Navigate to the Chart section. Select the "Clinical Pathway Enrollment" form. Click the "Add" button. Add a disenrollment record. Return to the "Chart". Validate the existing "Clinical Pathway Disenrollment" pathname and number display on the form. Edit the existing "Clinical Pathway Disenrollment" data. Validate the data displays as it was previously entered. Select "Print" to print the disenrollment. Validate the disenrollment data prints as it was previously entered. Close all forms.	Topics • Results • NX • Clinical Pathway • Chart View
Update 38 Summary \| Details 'Treatment Plan' web service Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: SoapUI - Add Treatment Plan Treatment Plan SOAPUI - Delete Treatment Plan Scenario 1: Treatment Plan Web Service - Add Treatment Plan Specific Setup: A client is enrolled in an existing episode (Client A). The 'SS Treatment Plan Client Scrolling Free Text 1' field is added to the 'Treatment Plan' form via 'Site Specific Section Modeling'. (Field #52021) Steps Access SoapUI for the 'TreatmentPlan' - 'AddTreatmentPlan' web service. Enter the system code that will be used to log into Avatar in the 'SystemCode' field. Enter the user name that will be used to log into Avatar in the 'UserName' field. Enter the password that will be used to log into Avatar in the 'Password' field. Enter the desired date in the 'PlanDate' field. Enter the desired value in the 'PlanName' field. Enter the desired value in the 'PlanType' field. Enter the desired value in the 'TreatmentPlanStatus' field. Enter a valid problem code in the 'SNOMEDCode' field. Enter the corresponding problem description in the 'SNOMEDDesc' field. Enter the desired value in the 'ProblemCodeStatus' field. Enter the desired date in the 'DateOfOnset' field. Enter the desired staff ID in the 'StaffResponsible' field. Enter the desired date in the 'DateOpened' field. Enter the desired value in the 'Problem' field. Enter the desired value in the 'Status' field. Enter the desired value in the 'CurrentStatus' field. Enter "52021" in the 'SSFreeTextScrolling' - 'FieldNumber' field. Enter a value containing more than 50 characters in the 'SSFreeTextScrolling' - 'FieldValue' field. Populate any other desired fields. Enter "Client A" in the 'ClientID' field. Enter "1" in the 'EpisodeNumber' field. Enter "CWS60000" in the 'OptionID' field. Click [Run]. Validate that the 'Confirmation' field contains the unique ID for the treatment plan filed. Validate the 'Message' field contains: "Treatment Plan web service has been filed successfully". Select "Client A" and access the 'Treatment Plan' form. Select the record filed in the previous steps and click [Edit]. Validate all data filed in the previous steps is displayed. Validate the 'SS Treatment Plan Client Scrolling Free Text 1' field contains the value filed in the previous steps. Close the form. Scenario 2: Treatment Plan Web Service - Edit Treatment Plan Specific Setup: A client is enrolled in an existing episode and has a 'Treatment Plan' on file (Client A). The 'SS Treatment Plan Client Scrolling Free Text 1' field is added to the 'Treatment Plan' form via 'Site Specific Section Modeling'. (Field #52021) Steps Access SoapUI for the 'TreatmentPlan' - 'EditTreatmentPlan' web service. Enter the system code that will be used to log into Avatar in the 'SystemCode' field. Enter the user name that will be used to log into Avatar in the 'UserName' field. Enter the password that will be used to log into Avatar in the 'Password' field. Enter the original date on file in the 'PlanDate' field. Enter the desired value in the 'PlanName' field. Enter the desired value in the 'PlanType' field. Enter the desired value in the 'TreatmentPlanStatus' field. Enter a valid problem code in the 'SNOMEDCode' field. Enter the corresponding problem description in the 'SNOMEDDesc' field. Enter the desired value in the 'ProblemCodeStatus' field. Enter the desired date in the 'DateOfOnset' field. Enter the desired staff ID in the 'StaffResponsible' field. Enter the desired date in the 'DateOpened' field. Enter the desired value in the 'Problem' field. Enter the desired value in the 'Status' field. Enter the desired value in the 'CurrentStatus' field. Enter "52021" in the 'SSFreeTextScrolling' - 'FieldNumber' field. Enter a value containing more than 50 characters in the 'SSFreeTextScrolling' - 'FieldValue' field. Populate any other desired fields. Enter "Client A" in the 'ClientID' field. Enter "1" in the 'EpisodeNumber' field. Enter the unique ID for the existing 'Treatment Plan' record in the 'TPUniqueID' field. Click [Run]. Validate that the 'Confirmation' field contains the unique ID for the treatment plan filed. Validate the 'Message' field contains: "Treatment Plan web service has been filed successfully". Select "Client A" and access the 'Treatment Plan' form. Select the record filed in the previous steps and click [Edit]. Validate all data filed in the previous steps is displayed. Validate the 'SS Treatment Plan Client Scrolling Free Text 1' field contains the value filed in the previous steps. Close the form.	Topics • Treatment Plan • Web Services
Update 39 Summary \| Details Progress Notes (Group and Individual) - Open to Group Default Notes Section Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Group Registration Progress Notes (Group and Individual) 11 Scenario 1: Progress Notes (Group and Individual) - Open To Group Default Notes Specific Setup: Enable the registry setting "Open To 'Group Default Notes' Section" by setting it to "Y". Using "Document Routing Setup", enable document routing for the "Progress Notes (Group and Individual)" form. Create a group with 2 or more group members using the "Group Registration" form. Steps Open the "Progress Notes (Group and Individual)" form. Validate the form opens to the "Group Default Notes" section. Fill out all required fields and create a group note. Edit the group note. Navigate to the "Individual Note" section. Individualize the progress notes for each group member. Using the "Clinical Document Viewer" form, validate the documents were filed. Open the "Registry Settings" form. Disable the "Open To 'Group Default Notes' Section" registry setting by setting it to "N". Open the "Progress Notes (Group and Individual)" form. Validate the form opens to the "Individual Notes" section. Navigate to the "Group Default Notes" section. Fill out all required fields and create a group note. Edit the group note. Navigate to the "Individual Note" section. Individualize the progress notes for each group member. Using the "Clinical Document Viewer" form, validate the documents were filed. Scenario 2: Registry Setting - Open to 'Group Default Notes' Section Specific Setup: Disable the registry setting "Open To 'Group Default Notes' section" registry setting by setting it to "N". Steps Open the "Progress Notes (Group and Individual)" form. Validate the form opens to the "Individual Progress Notes" section. Open the "Registry Settings" form. Enable the registry setting "Open To 'Group Default Notes' Section" by setting it to "Y". Open the "Progress Notes (Group and Individual)" form. Validate the form opens to the "Group Default Notes" section. Scenario 3: Copy of Progress Notes (Group and Individual) - Open To Group Default Notes section Specific Setup: Using the "Create New Progress Notes" form, create a new copy of the Progress Notes (Group and Individual). Note the copy number. Using the "User Definition" or "User Role Definition" form: Give the user access to this new progress notes form on the "Forms and Tables" section under the "Select forms for User Access" button. Using the "Registry Settings" form, enable "Open To 'Group Default Notes' Section" registry setting by setting it to "Y" for the form created in previous steps. Using the "Document Routing Setup" form, enable document routing for the form created in previous steps. Create a group of 2 or more clients using the "Group Registration" form. Steps Using the new group progress note form: Validate the form opens to the "Group Default Note" section. Generate a group default note and click [Submit Note]. Edit the "Group Default Note". Navigate to the "Individual Note" section and individualize, finalize and route the document to an approver. Repeat above until all group members are processed. Navigate to the "ToDo" widget: Approve the "ToDo" for each group member. Using the "Clinical Document Viewer" form: Validate the documents were filed by viewing/print each one. Using the "Registry Settings" form: Enable "Open To 'Group Default Notes' Section" registry setting by setting it to "Y" for the form created in setup. Using the new group progress note form: Validate the form opens to the "Individual Note" section. Navigate to the "Group Default Note" section. Generate a group default note and click [Submit Note]. Edit the "Group Default Note". Navigate to the "Individual Note" section and individualize, finalize and route the document to an approver. Repeat above until all group members are processed. Navigate to the "ToDo" widget: Approve the "ToDo" for each group member. Using the "Clinical Document Viewer" form. Validate the documents were filed by viewing/print each one.	Topics • Progress Notes • NX
Update 40 Summary \| Details Assessment Mapping Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Treatment Plan Scenario 1: Treatment Plan - Assessment Mapping Specific Setup: Registry Settings: "Avatar CWS->Treatment Plan->Treatment Plan->Treatment Plan->Filing Options->Default From Previous Plan" = Y. "Avatar CWS->Treatment Plan->->->->Enable Automatic Backup" = Y. Assessment Mapping: 'Map Code for Use In' = Treatment Plan. 'Form to Map' = [Avatar CWS] Mental Status Assessment (CWS3010). 'Section' = Mental Status Exam. 'Map To' = desired value, such as 'Discharge Plan'. 'Assessment Field' = desired value, such as '(15030) Describe Perceptual Distortions'. Client: Identify a client to use in the 'Mental Status Assessment' and 'Treatment Plan' forms. Steps Open 'Mental Status Assessment'. Select desired client. Enter the 'Assessing Date'. Select the 'Assessing Clinician', Enter the 'Assessing Time'. Set 'Describe Perceptual Distortions' to desired value, such as 'Discharge Planning'. Set the 'Assessment Status' to 'Draft'. Open 'Treatment Plan' for the same client. Validate that 'Discharge Planning' field contains 'Discharge Planning'. Select 'Draft' in 'Treatment Plan Status'. Close the form. Open 'Assessment Mapping'. Select 'Treatment Plan' in 'Map Code for Use In'. Select '[Avatar CWS] Mental Status Assessment (CWS3010)' in 'Form to Map'. Select 'Mental Status Exam' in 'Section'. Select 'Strength' in 'Map To'. Select '(18497) Mental Status Summary' in 'Assessment Field'. Click [Save Mapping]. Close the form. Open 'Mental Status Assessment' for the same client. Set 'Mental Status Summary' to 'Strengths'. Click [Submit]. Close the form. Open 'Treatment Plan' for the same client. Validate that 'Strengths' contains 'Strengths'. Close the form. Open 'Assessment Mapping'. Select 'Treatment Plan' in 'Map Code for Use In'. Select '[Avatar CWS] Mental Status Assessment (CWS3010)' in 'Form to Map'. Select 'Mental Status Exam' in 'Section'. Set 'Mental Status Summary' to 'Weakness'. Click [Remove Mapping]. Click [OK]. Select 'Treatment Plan' in 'Map Code for Use In'. Select '[Avatar CWS] Mental Status Assessment (CWS3010)' in 'Form to Map'. Select 'Mental Status Exam' in 'Section'. Set 'Mental Status Summary' to 'Weaknesses'. Click [Save Mapping]. Click [OK]. Close the form. Open 'Mental Status Assessment' for the same client. Set 'Mental Status Summary' to 'Weakness'. Click [Submit]. Close the form. Open 'Treatment Plan' for the same client. Validate that 'Strengths' is blank. Validate that 'Weaknesses' contains 'Weaknesses'. Close the form. Open 'Treatment Plan' for the same client. Select 'Add'. Validate that the data from the previous plan defaulted and 'Strengths' is blank, 'Weaknesses' contains 'Weaknesses', and 'Discharge Planning' contains 'Discharge Planning'. Select 'Final' in 'Treatment Plan Status'. Sign and route the form as needed. Open 'Treatment Plan' for the same client. Validate that the 'Plan Status' is 'Final'. Click [Edit]. Click [Yes]. Validate that the 'Treatment Plan Status' is 'Final'. Validate that 'Strengths' is blank, 'Weaknesses' contains 'Weaknesses', and 'Discharge Planning' contains 'Discharge Planning'. Close the form.	Topics • Treatment Plan • Assessment Mapping • NX
Update 41 Summary \| Details Document Routing - 'Replace Date Created' with 'Date Signed' on Document Routing Images. Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Disclosure Management Disclosure Management Configuration Treatment Plan Scenario 1: Disclosure Management - Date Created vs. Date Signed - Document Routing disabled Specific Setup: Registry setting "Replace 'Date Created' with 'Date Signed' on Document Routing Images" must be enabled. Using the "Document Routing Setup" form, disable document routing for Progress Notes (Group and Individual), Treatment Plan and a user modeled form. Using "Disclosure Management Configuration", include "Progress Notes (Group and Individual), Treatment Plan and a user modeled form among the forms available to the "Disclosure Management" form. Steps Using the "Progress Notes (Group and Individual)" form: Generate a progress note. Finalize the note. Validate the first line of ever page of the document begins with "Date Signed" followed by the date and time the document was finalized. Using the "Treatment Plan" form: Generate a new treatment plan. Finalize the note. Validate the first line of ever page of the document begins with "Date Signed" followed by the date and time the document was finalized. Using a user modeled form: Generate a new form. Finalize the form. Validate the first line of ever page of the document begins with "Date Signed" followed by the date and time the document was finalized. Open the "Disclosure Management" form: Generate a disclosure packet. On the Request section, select the client, episode and Request Information Start and End Dates that will encompass the forms previously generated for this test. Click "Apply Filters to Document Images" button. In the "Requested Chart Items" box, select "Progress Notes (Group and Individual)", Treatment Plan, user modeled forms you want to include in the disclosure packet. In the "Requested Document Images" box, select the forms for Progress Notes (Group and Individual), Treatment Plan and user modeled form you want to include in the disclosure packet. Navigate to the "Authorization" section. Select the same Episode and the Authorization Start and End Dates. Click "Yes - Default All Chat Items to Yes" radio button. Click "Update Chart Items Authorized for Disclosure" button. Click "Save" button. Click "Refresh Chart Items" button. Click "Yes - Default All Document Items To Yes" radio button. Click the "Update Document Images Authorized for Disclosure" button. Click "Save" button. Click "Refresh Document Images" button. Navigate to the "Disclosure" section. Populate the "Disclosure Date" and "Disclosure Time". Select all items in the "Chart Disclosure Information" box. Select all items in the "Disclosure Images" box. Select "Electronic" in the "Disclosure Method" field. Click "Process" button. Select various forms and then press "View". Validate the forms that were filed after the registry setting for "Replace 'Date Created' With 'Date Signed" on all "Document Routing Images" labels begin with "Date Signed" and the date and time the form was finalized. Click "Disclose" button. The final disclosure packet is presented. Validate the forms that were filed after the registry setting for "Replace 'Date Created' With 'Date Signed" on all "Document Routing Images" labels begin with "Date Signed" and the date and time the form was finalized. Click "Save" to generate the disclosure packet into a PDF document to be provided for the request, authorization and disclosure. Open the "Disclosure Management" form: Select to edit the disclosure that was just filed. Validate it displays as it was previously saved. Scenario 2: Disclosure Management - Form Validations Specific Setup: In the 'View Attachment Types field on the 'Disclosure Management Configuration' form, select various modeled and product form type attachments to include for requesting and authorizing document images for disclosure. In the product and modeled forms selected in the previous step, have documents generated for a client in multiple episodes (Client A). The 'Sort Episodes by Admission Date' registry setting must be enabled. Steps Select "Client A" and access the 'Disclosure Management' form. Enter a date in the 'Request Date' field. Enter a date in the 'Request Information Start Date' field. Enter a date in the 'Request Information End Date' field. In the 'Requested Episode(s)' field, validate all episodes are listed and displayed in a readable format. Select the desired episodes to include. Click [Apply Filter to Document Images]. Select the desired items in the 'Requested Chart Items' field. Select the desired documents in the 'Requested Document Images' field. Enter an organization name in the 'Organization' field. Go to the 'Authorization' section. Select "Yes" in the 'Signed Authorization On File' field. Enter a date in the 'Authorization Start Date' field. Enter a date in the 'Authorization End Date' field. Validate all episodes are listed and displayed in a readable format in the 'Authorization Episode(s)' field. Select desired episodes to include in the 'Authorization Episode(s)' field. Click [Update Chart Items Authorized For Disclosure]. Validate all items are set to "Yes" in the 'Authorized' field. Click [Save]. Click [Refresh Chart Items]. Click [Apply Filter to Document Images]. Click [Update Document Images Authorized for Disclosure]. Validate all items are set "Yes" in the 'Authorized' field. Click [Save]. Click [Refresh Document Images]. Go to the 'Disclosure' section. Enter a date in the 'Disclosure Date' field Enter a time in the 'Disclosure Time' field. Select "Electronic" in the 'Disclosure Method' field. Click [Process]. Validate the items list in the 'Disclosure Management' panel are as expected. Select the item and click [View]. Validate the documents displays as expected. Click [Disclose]. Validate the disclosure displays as expected and 'Save' displays. Click [Save]. Validate a 'Confirm' dialog stating: "Save PDF on your computer?" and click [OK]. Validate the file downloads. Validate a 'Disclosure' dialog stating: "Once this Disclosure Management record is filed with a Disclosure Date entered it will no longer be available for edit. This record will be available to view and print items." and click [Cancel]. Validate a dialog stating: "Filing cancelled." and click [OK]. Click [Save]. Validate a 'Confirm' dialog stating: "Save PDF on your computer?" and click [Cancel]. Validate nothing downloads. Validate a 'Disclosure' dialog stating: "Once this Disclosure Management record is filed with a Disclosure Date entered it will no longer be available for edit. This record will be available to view and print items." and click [OK]. Validate the form closes. Scenario 3: Registry Setting - Replace 'Date Created' with 'Date Signed' Steps Open the "Registry Setting" form. Set the "RADplus->Document Routing->Document Routing Setup->->->Replace 'Date Created' with 'Date Signed' on Document Routing Images' to any value other than "Y" or "N". Validate the error message "The selected value is not valid in the current system code for the following reason: Please enter "Y" or "N". Set registry setting to "N". Using the "Document Routing Setup" form, enable document routing for the "Progress Notes (Group and Individual)" form, Open the "Progress Notes (Group and Individual)" form. File an individual progress note. Finalize and route the note. Navigate to the "ToDo" widget for the approver. Validate the first line of every page of the document begins with "Date Created" followed by the date and time the document was finalized. Click "Accept". Click "Sign". Using the "Clinical Document Viewer", validate the document displays as it was filed with "Date Crated" on the first line of every page. Open the "Registry Setting" form. Set registry setting "Replace 'Date Created' with 'Date Signed' on Document Routing Images" to "Y". Using the "Document Routing Setup" form, enable document routing for the "Progress Notes (Group and Individual)" form, form. Open the "Progress Notes (Group and Individual)" form. File and individual progress note. Finalize and route the note. Navigate to the "ToDo" widget for the approver. Validate the first line of every page of the document begins with "Date Signed" followed by the date and time the document was finalized. Click "Accept". Click "Sign". Using the "Clinical Document Viewer", validate the document displays as it was filed with "Date Signed" on the first line of every page. Scenario 4: Progress Notes (Group and Individual) - Date Created vs. Date Signed Specific Setup: Registry setting "Replace 'Date Created' with 'Date Signed' on Document Routing Images" must be disabled. Using the "Document Routing Setup" form, enable document routing for the "Progress Notes (Group and Individual)" form. Using "Disclosure Management Configuration", the "Progress Notes (Group and Individual)" form among the forms available to the "Disclosure Management" form. Steps Open the "Progress Notes (Group and Individual) form. Create a form. Finalize and route the document. Navigate to the "ToDo" widget. Validate the first lien of every document begins with "Date Created" followed by the date and time the document was finalized. Click "Accept". Click "Sign". Close the "ToDo" widget. Open the "Registry Setting" form. Enable the registry setting "Replace 'Date Created' with 'Date Signed' on Document Routing images". Open the "Progress Notes (Group and Individual)" form. Create a form. Finalize and route the document. Navigate to the "ToDo" widget. Validate the first lien of every document begins with "Date Signed" followed by the date and time the document was finalized. Click "Accept". Click "Sign". Close the "ToDo" widget. Open the "Clinical Document Viewer" form. View both documents that were just saved with the different labels. Validate the first one finalized includes the "Date Created" label. Validate the second one finalized includes the "Date Signed" label. Scenario 5: Treatment Plan - Date Created vs. Date Signed Specific Setup: Registry setting "Replace 'Date Created' with 'Date Signed' on Document Routing Images" must be disabled. Using the "Document Routing Setup" form, enable document routing for the "Treatment Plan" form. Using "Disclosure Management Configuration", the "Progress Notes (Group and Individual)" form among the forms available to the "Disclosure Management" form. Steps Open the "Treatment Plan" form. Create a form. Finalize and route the document. Navigate to the "ToDo" widget. Validate the first lien of every document begins with "Date Created" followed by the date and time the document was finalized. Click "Accept". Click "Sign". Close the "ToDo" widget. Open the "Registry Setting" form. Enable the registry setting "Replace 'Date Created' with 'Date Signed' on Document Routing images". Open the "Treatment Plan" form. Create a form. Finalize and route the document. Navigate to the "ToDo" widget. Validate the first lien of every document begins with "Date Signed" followed by the date and time the document was finalized. Click "Accept". Click "Sign". Close the "ToDo" widget. Open the "Clinical Document Viewer" form. View both documents that were just saved with the different labels. Validate the first one finalized includes the "Date Created" label. Validate the second one finalized includes the "Date Signed" label. Scenario 6: User Modeled Form - Date Created vs. Date Signed Specific Setup: Registry setting "Replace 'Date Created' with 'Date Signed' on Document Routing Images" must be disabled. Using the "Document Routing Setup" form, enable document routing for a user modeled form. Using "Disclosure Management Configuration", the user modeled form among the forms available to the "Disclosure Management" form. Steps Open the user modeled form. Create a form. Finalize and route the document. Navigate to the "ToDo" widget. Validate the first lien of every document begins with "Date Created" followed by the date and time the document was finalized. Click "Accept". Click "Sign". Close the "ToDo" widget. Open the "Registry Setting" form. Enable the registry setting "Replace 'Date Created' with 'Date Signed' on Document Routing images". Open the user modeled form. Create a form. Finalize and route the document. Navigate to the "ToDo" widget. Validate the first lien of every document begins with "Date Signed" followed by the date and time the document was finalized. Click "Accept". Click "Sign". Close the "ToDo" widget. Open the "Clinical Document Viewer" form. View both documents that were just saved with the different labels. Validate the first one finalized includes the "Date Created" label. Validate the second one finalized includes the "Date Signed" label. Scenario 7: Disclosure Management - Date Created vs. Date Signed - Document Routing Enabled Specific Setup: Registry setting "Replace 'Date Created' with 'Date Signed' on Document Routing Images" must be enabled. Using the "Document Routing Setup" form, enable document routing for Progress Notes (Group and Individual), Treatment Plan and a user modeled form. Using "Disclosure Management Configuration", include "Progress Notes (Group and Individual), Treatment Plan and a user modeled form among the forms available to the "Disclosure Management" form. Steps Using the "Progress Notes (Group and Individual)" form: Generate a progress note. Finalize and route the note. Validate the first line of ever page of the document begins with "Date Signed" followed by the date and time the document was finalized. Using the "Treatment Plan" form: Generate a new treatment plan. Finalize and route the note. Validate the first line of ever page of the document begins with "Date Signed" followed by the date and time the document was finalized. Using a user modeled form: Generate a new form. Finalize and route the form. Validate the first line of ever page of the document begins with "Date Signed" followed by the date and time the document was finalized. Open the "Disclosure Management" form: Generate a disclosure packet. On the Request section, select the client, episode and Request Information Start and End Dates that will encompass the forms previously generated for this test.. Click "Apply Filters to Document Images" button. In the "Requested Chart Items" box, select "Progress Notes (Group and Individual), Treatment Plan, user modeled forms you want to include in the disclosure packet. In the "Requested Document Images" box, select the forms for Progress Notes (Group and Individual), Treatment Plan and user modeled form you want to include in the disclosure packet. Navigate to the "Authorization" section. Select the same Episode and the Authorization Start and End Dates. Click "Yes - Default All Chat Items to Yes" radio button. Click "Update Chart Items Authorized for Disclosure" button. Click "Save" button. Click "Refresh Chart Items" button. Click "Yes - Default All Document Items To Yes" radio button. Click the "Update Document Images Authorized for Disclosure" button. Click "Save" button. Click "Refresh Document Images" button. Navigate to the "Disclosure" section. Populate the "Disclosure Date" and "Disclosure Time". Select all items in the "Chart Disclosure Information" box. Select all items in the "Disclosure Images" box. Select "Electronic" in the "Disclosure Method" field. Click "Process" button. Select various forms and then press "View". Validate the forms that were filed after the registry setting for "Replace 'Date Created' With 'Date Signed" on all "Document Routing Images" labels begin with "Date Signed" and the date and time the form was finalized. Click "Disclose" button. The final disclosure packet is presented. Validate the forms that were filed after the registry setting for "Replace 'Date Created' With 'Date Signed" on all "Document Routing Images" labels begin with "Date Signed" and the date and time the form was finalized. Click "Save" to generate the disclosure packet into a PDF document to be provided for the request, authorization and disclosure. Open the "Disclosure Management" form ; Select to edit the disclosure that was just filed. Validate it displays as it was previously saved.	Topics • Disclosure • NX • Progress Notes (Group And Individual) • Treatment Plan • Modeling
Update 42 Summary \| Details Treatment Plan - Enhanced Error Checking Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Treatment Plan Treatment Plan - Problems grid Client Treatment Plan Scenario 1: Treatment Plan - Form Validations Specific Setup: A client is enrolled in an existing episode (Client A). The 'Set Current Status To Active When Plan Is Finalized' registry setting is set to "N" for the 'Treatment Plan' form. The 'Set Current Status To Completed On Plan End Date' registry setting is set to "N" for the 'Treatment Plan' form. Steps Select "Client A" and access the 'Treatment Plan' form. Enter the current date is displayed in the 'Plan Date' field. Select the desired date in the 'Plan Date' field. Select the desired value in the 'Plan Type' field. Validate the 'Current Status' field is displayed and contains the following values: Active Draft On Hold Unknown Completed Entered In Error Revoked Select "Draft" in the 'Treatment Plan Status' field. Validate "Draft" is now selected in the 'Current Status' field. Populate any desired fields. Click [Submit]. Select "Client A" and access the 'Treatment Plan' form. Select the plan filed in the previous steps and click [Edit]. Validate all previously filed values are displayed. Close the form. Scenario 2: Treatment Plan - Verify 'Problem List' Specific Setup: A client must be enrolled in an existing episode and have one or more problems that have been entered in the 'Problem List' form. (Client A) "Client A" has a "Draft" of the 'Treatment Plan' filed (Plan A). Steps Select "Client A" and access the 'Treatment Plan' form. Select "Plan A" and click [Edit]. Right-click on the 'Plan Type' field. Validate a 'Plan Type' dialog stating: "Update Dictionary?" Click [Yes]. Click [New Row]. Enter any value in the 'Dictionary Code' field. Enter any value in the 'Dictionary Value' field. Select "Yes" in the 'Active' field. Click [Save]. Validate a 'Save successful' dialog stating: "Exiting grid." and click [OK]. Validate the new value is present in the 'Plan Type' field. Click on any problem in the 'Problem List' grid. Navigate to the 'DSM/ICD Code' column. Click [View]. Validate the ICD10 Code item is equal to "Populated with the associated ICD10 code". Validate the ICD10 Description item is equal to "ICD10 description". Click [System Notes] - View button. Validate the 'Action' column is equal to "Action related to the problem". Validate the 'Date' column is equal to "Action date". Validate the 'Status' column is equal to "Status of problem". Validate the 'User' column is equal to "User logged in at time of action". Validate the 'From' column is equal to "From or option from which the action was created". Close the form. Select "Client A" and access the 'Treatment Plan' form. Create a new Treatment Plan for the 'Client A'. Click the "New Row" button for the 'Problems' field. Click the 'Problem' field and enter the desired problem and press the 'Enter' key. Validate the 'Problem search results' appears and works as expected. Select the desired value in the 'Status' field. Select all three problems to 'Include in this plan?'. Select "Draft" from the 'Treatment Plan Status' field. Click [Launch Plan]. Select a problem to delete. Click [Delete Selected Item]. Validate a 'Success' dialog stating: "Deleted 1 item successfully." and click [OK]. Complete the plan by adding the desired goals, objectives, and interventions. Click [Return To Plan]. Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK]. Select "Final" from the 'Treatment Plan Status' field. Click [Submit].	Topics • Treatment Plan • Problem List • NX
Update 43 Summary \| Details Progress Notes (Group and Individual) - Group Default Notes - Default 'Note Type' Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Group Registration Scenario 1: Progress Notes (Group and Individual) - Group New Service - Validate 'Default Note Type' Specific Setup: A group (Group A) is defined with two group members (Client A & Client B). A practitioner is associated to the logged in user (Practitioner A). The 'Progress Notes' widget must be accessible on the HomeView. The 'Limit Note Type' registry setting is disabled. The 'Limit Note Types By Practitioner Category' registry setting is disabled. An active note type is defined in the '(10751) Note Type' data element in the 'Dictionary Update' CWS form (Note Type A). Steps Access the 'Group Registration' form for "Group A". Validate the 'Default Note Type' field is displayed. Select "Note Type A" in the 'Default Note Type' field. Click [Submit]. Access the 'Progress Notes (Group and Individual)' form. Select the "Group Default Notes" section. Enter the current date in the 'Date Of Group' field. Select "Practitioner A" in the 'Practitioner' field. Select "New Service" in the 'Progress Note For' field. Select "Group A" in the 'Group Name Or Number' field. Validate "Note Type A" is defaulted into the 'Note Type' field. Please note: this can be updated, if desired. Enter the desired value in the 'Note' field. Select the desired value in the 'Service Charge Code' field. Select the desired value in the 'Service Program' field. Populate any other required and desired fields. Click [File Note]. Validate a message is displayed stating: Progress notes are filed. Click [OK]. Select the "Individual Progress Notes" section. Select "Group A" in the 'Group Name Or Number' field. Enter the current date in the 'Note Date' field. Validate the 'Select Note to Edit' field contains group scratch notes for "Client A" and "Client B". Select the note for "Client A" in the 'Select Note To Edit' field. Validate all fields populate based off the values entered in the group note. Validate the 'Note Type' field contains "Note Type A". Individualize the note as desired and file the note. Repeat steps 2o-2q for "Client B". Close the form. Select "Client A" and access the 'Progress Notes' widget. Validate the progress note filed in the previous steps is displayed. Select "Client B" and access the 'Progress Notes' widget. Validate the progress note filed in the previous steps is displayed. Scenario 2: Progress Notes (Group and Individual) - Group Existing Service - Validate 'Default Note Type' Specific Setup: A group (Group A) is defined with two group members (Client A & Client B). A practitioner is associated to the logged in user (Practitioner A). "Group A" has a service with "Practitioner A" for the current date. The 'Progress Notes' widget must be accessible on the HomeView. The 'Limit Note Type' registry setting is disabled. The 'Limit Note Types By Practitioner Category' registry setting is disabled. An active note type is defined in the '(10751) Note Type' data element in the 'Dictionary Update' CWS form (Note Type A). Steps Access the 'Group Registration' form for "Group A". Validate the 'Default Note Type' field is displayed. Select "Note Type A" in the 'Default Note Type' field. Click [Submit]. Access the 'Progress Notes (Group and Individual)' form. Select the "Group Default Notes" section. Enter the current date in the 'Date Of Group' field. Select "Practitioner A" in the 'Practitioner' field. Select "Existing Service" in the 'Progress Note For' field. Select the service for "Group A" in the 'Note Addresses Which Existing Service/Appointment' field. Validate the 'Group Name Or Number' field contains "Group A". Validate "Note Type A" is defaulted into the 'Note Type' field. Please note: this can be updated, if desired. Enter the desired value in the 'Note' field. Click [File Note]. Validate a message is displayed stating: Progress notes are filed. Click [OK]. Select the "Individual Progress Notes" section. Select "Group A" in the 'Group Name Or Number' field. Enter the current date in the 'Note Date' field. Validate the 'Select Note to Edit' field contains group scratch notes for "Client A" and "Client B". Select the note for "Client A" in the 'Select Note To Edit' field. Validate all fields populate based off the values entered in the group note. Validate the 'Note Type' field contains "Note Type A". Individualize the note as desired and file the note. Repeat steps 2o-2q for "Client B". Close the form. Select "Client A" and access the 'Progress Notes' widget. Validate the progress note filed in the previous steps is displayed. Select "Client B" and access the 'Progress Notes' widget. Validate the progress note filed in the previous steps is displayed. Scenario 3: Progress Notes (Group and Individual) - Group Existing Appointment - Validate 'Default Note Type' Specific Setup: A group (Group A) is defined with two group members (Client A & Client B). A practitioner is associated to the logged in user (Practitioner A). "Group A" has an appointment scheduled with "Practitioner A" for the current date. The 'Progress Notes' widget must be accessible on the HomeView. The 'Limit Note Type' registry setting is disabled. The 'Limit Note Types By Practitioner Category' registry setting is disabled. An active note type is defined in the '(10751) Note Type' data element in the 'Dictionary Update' CWS form (Note Type A). Steps Access the 'Group Registration' form for "Group A". Validate the 'Default Note Type' field is displayed. Select "Note Type A" in the 'Default Note Type' field. Click [Submit]. Access the 'Progress Notes (Group and Individual)' form. Select the "Group Default Notes" section. Enter the current date in the 'Date Of Group' field. Select "Practitioner A" in the 'Practitioner' field. Select "Existing Appointment" in the 'Progress Note For' field. Select the appointment for "Group A" in the 'Note Addresses Which Existing Service/Appointment' field. Validate the 'Group Name Or Number' field contains "Group A". Validate "Note Type A" is defaulted into the 'Note Type' field. Please note: this can be updated, if desired. Enter the desired value in the 'Note' field. Click [File Note]. Validate a message is displayed stating: Progress notes are filed. Click [OK]. Select the "Individual Progress Notes" section. Select "Group A" in the 'Group Name Or Number' field. Enter the current date in the 'Note Date' field. Validate the 'Select Note to Edit' field contains group scratch notes for "Client A" and "Client B". Select the note for "Client A" in the 'Select Note To Edit' field. Validate all fields populate based off the values entered in the group note. Validate the 'Note Type' field contains "Note Type A". Individualize the note as desired and file the note. Repeat steps 2o-2q for "Client B". Close the form. Select "Client A" and access the 'Progress Notes' widget. Validate the progress note filed in the previous steps is displayed. Select "Client B" and access the 'Progress Notes' widget. Validate the progress note filed in the previous steps is displayed. Scenario 4: Progress Notes (Group and Individual) - Group Independent Note - Validate 'Default Note Type' Specific Setup: A group (Group A) is defined with two group members (Client A & Client B). A practitioner is associated to the logged in user (Practitioner A). The 'Progress Notes' widget must be accessible on the HomeView. The 'Limit Note Type' registry setting is disabled. The 'Limit Note Types By Practitioner Category' registry setting is disabled. An active note type is defined in the '(10751) Note Type' data element in the 'Dictionary Update' CWS form (Note Type A). Steps Access the 'Group Registration' form for "Group A". Validate the 'Default Note Type' field is displayed. Select "Note Type A" in the 'Default Note Type' field. Click [Submit]. Access the 'Progress Notes (Group and Individual)' form. Select the "Group Default Notes" section. Enter the current date in the 'Date Of Group' field. Select "Practitioner A" in the 'Practitioner' field. Select "Independent Note" in the 'Progress Note For' field. Select "Group A" in the 'Group Name Or Number' field. Validate "Note Type A" is defaulted into the 'Note Type' field. Please note: this can be updated, if desired. Enter the desired value in the 'Note' field. Click [File Note]. Validate a message is displayed stating: Progress notes are filed. Click [OK]. Select the "Individual Progress Notes" section. Select "Group A" in the 'Group Name Or Number' field. Enter the current date in the 'Note Date' field. Validate the 'Select Note to Edit' field contains group scratch notes for "Client A" and "Client B". Select the note for "Client A" in the 'Select Note To Edit' field. Validate all fields populate based off the values entered in the group note. Validate the 'Note Type' field contains "Note Type A". Individualize the note as desired and file the note. Repeat steps 2o-2q for "Client B". Close the form. Select "Client A" and access the 'Progress Notes' widget. Validate the progress note filed in the previous steps is displayed. Select "Client B" and access the 'Progress Notes' widget. Validate the progress note filed in the previous steps is displayed.	Topics • Progress Notes • Group Progress Notes
Update 44 Summary \| Details Progress Notes (Group and Individual) - Group Default Notes Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Group Progress Note Scenario 1: Progress Notes (Group and Individual) - Add multiple clients to group by caseload Specific Setup: A group (Group A) is defined with two clients (Client A & Client B). Two other clients are enrolled in active episodes and are part of the logged in user's caseload (Client C & Client D). The following fields must be added to the 'Group Default Notes' section of the 'Progress Notes (Group and Individual)' form in 'Site Specific Section Modeling: 'Add to Group - Use Caseload or Unit for Selection' 'Unit' 'Select Clients' 'Add Selected Clients to Group List' Steps Access the 'Progress Notes (Group and Individual)' form. Navigate to "Group Default Notes" section. Enter the current date in the 'Date Of Group' field. Select the desired value in 'Note Type' field. Select "Independent Note" in the 'Progress Note For' field. Select "Group A" in the 'Group Name Or Number' field. Enter the desired value in the 'Note' field. Validate the 'Client Who Attended Group' field contains all the group members of "Group A". Click [Add Client To Group]. Validate the 'Add to Group - Use Caseload or Unit for Selection' field becomes enabled. Select "Caseload" in the 'Add to Group - Use Caseload or Unit for Selection' field. Validate the 'Select Clients' field contains all active clients in the user's caseload with the most recent episode number. Select "Client C" and "Client D" in the 'Select Clients' field. Click [Add Selected Clients to Group List]. Validate the 'Client Who Attended Group' field contains "Client A", "Client B", "Client C", and "Client D". Click [File Note]. Navigate to the "Individual Progress Notes" section. Select "Group A" in the 'Group Name Or Number' field. Enter the current date in the 'Note Date' field. Validate the 'Select Note to Edit' field contains group scratch notes for "Client A", "Client B", "Client C" and "Client D". Select the note for "Client A" in the 'Select Note To Edit' field. Validate all fields populate based off the values entered in the group note. Individualize the note as desired and file the note. Repeat as needed for "Client B", "Client C", and "Client D". Close the form.	Topics • Progress Notes
Update 45 Summary \| Details Task List - Performance Improvements Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Task Definitions Task Associations Orders This Episode eMAR widget Scenario 1: Task List - Filter Task List widget to view patients by Unit Steps Internal testing only	Topics • NX • Task List
Update 47 Summary \| Details Allergies and Hypersensitivities - Co existing drug and food 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 Results Entry Review Results Console Widget Viewer HomeView.Medical Notes Widget Scenario 1: Clinical Reconciliation - 'Allergies' section Specific Setup: The 'Enable Improved Clinical Reconciliation Workflow' registry setting is enabled. OrderConnect must be installed and configured to communicate with myAvatar and vice versa. A client must have multiple allergies listed in the 'Clinical Reconciliation' form (Client A). Steps Select "Client A" and access the 'Clinical Reconciliation' form. Select the desired value in the 'Reconciliation Type' field. Navigate to the 'Allergies' section. Select desired allergies to include in the reconciliation. Click [Include]. Validate the 'Include In Record' field now contains "Include (6)" for the selected allergies. Enter the desired value for all the allergies being included in the 'New Allergy to Add' field. Click [Do Not Include Remaining]. Validate all remaining allergies contain "Do Not Include (7)" in the 'Include In Record' field. Click [New Row]. Validate the 'Include In Record' field contains "Include (6)" for the new row. Validate the 'Source' field contains "Manual Entry (ME)". Search for and select the desired allergy in the 'New Allergy to Add' field. Enter the desired date in the 'Start Date' field. Click [Review Final List]. Validate a 'Clinical Reconciliation - Preview' dialog is displayed with all allergies indicating either "Include" or "Do Not Include". Click [Reconcile Items]. Validate a message is displayed stating: Saved. Click [OK] and close the form. Select "Client A" and access the 'Allergies and Hypersensitivities' form. Click [Update]. Validate the 'Allergies and Hypersensitivities' grid contains the allergies included in the reconciliation. Close the form. Scenario 2: Clinical Reconciliation - 'Home Medications' section Specific Setup: The 'Enable Improved Clinical Reconciliation Workflow' registry setting is enabled. OrderConnect must be installed and configured to communicate with myAvatar and vice versa. A client must have multiple home medications listed in the 'Clinical Reconciliation' form (Client A). User must have access to the 'Order Entry Console'. Steps Select "Client A" and access the 'Clinical Reconciliation' form. Select the desired value in the 'Reconciliation Type' field. Navigate to the 'Home Medications' section. Select desired medications to include in the reconciliation. Click [Include]. Validate the 'Include In Record' field now contains "Include (6)" for the selected medications. Click [Do Not Include Remaining]. Validate all remaining medications contain "Do Not Include (7)" in the 'Include In Record' field. Click [New Row]. Validate the 'Include In Record' field contains "Include (6)" for the new row. Validate the 'Source' field contains "Manual Entry (ME)". Search for and select the desired medication in the 'New Medication to Add' field. Enter the desired date in the 'Start Date' field. Click [Review Final List]. Validate a 'Clinical Reconciliation - Preview' dialog is displayed with all medications indicating either "Include" or "Do Not Include". Click [Reconcile Items]. Validate a message is displayed stating: Saved. Click [OK] and [Refresh Medications]. Validate all medications included in the reconciliation display. Close the form. Select "Client A" and access the 'Order Entry Console'. Select the 'Home Medications' tab. Validate all medications included in the reconciliation display. Scenario 3: 'Allergies and Hypersensitivities' form - field validations Specific Setup: A client is enrolled in an existing episode and has two allergies on file (Client A). Steps Select "Client A" and access the 'Allergies and Hypersensitivities' form. Click [Update]. Validate the two allergies on file for "Client A" are displayed. Click on any column header to sort the data. Validate the data is sorted accordingly. Select the desired value in the 'Onset' field for both allergies. Click [Save]. Validate the 'Allergies and Hypersensitivities' grid is dismissed. Click [Update]. Validate the 'Onset' field contains the value selected in the previous steps. Click [Close/Cancel]. Validate the 'Allergies and Hypersensitivities' grid is dismissed. Click [Submit]. Open the "Allergies and Hypersensitivities" form. Add a medication allergy, such as "Codeine". Add another row for a food allergy such as "Peanuts". Validate "Known Medication Allergies" is selected. Validate "Known Food Allergies" is selected. Submit the form to file. Scenario 4: Current Medications Widget Specific Setup: The 'Avatar CWS->System Maintenance->Current Medications Quick Form->Settings->->Show Medication History For The Last xxx Days' registry setting must be configured (ex. 60). Please log out of the application and log back in after completing the above configuration. A client must be enrolled in an active outpatient episode (Client A). “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. A user must have the 'Current Medications' widget assigned to a view. Steps Select "Client A" and access the Order Entry Console. Click [Orders This Episode]. Search for and select "ADVIL (IBUPROFEN) 200 MG TABLET ORAL" in the 'New Order' field. Set the Dose field to "2". Validate the 'Dose Unit' field contains "tab(s)". Select "TWICE A DAY" from the 'Freq' field. Select "ORAL" from the Route filed. Set the 'Start Date' field to any date in the recent past. Set the 'Stop Date' field to a date in the recent past. Set the 'Add Instructions' field to any value. Click [Add to Scratchpad] and [Sign]. Select "All" from the 'Status' field. Validate that the previously placed order is displayed with a status of "expired". Search for and select "ADVIL (IBUPROFEN) 200 MG TABLET ORAL" in the 'New Order' field. Set the Dose field to "2". Validate the 'Dose Unit' field contains "tab(s)". Select "TWICE A DAY" from the 'Freq' field. Select "ORAL" from the Route filed. Set the 'Start Date' field to a current date. Set the 'Stop Date' field to a date in the future. Set the 'Add Instructions' field to any value. Click [Add to Scratchpad] and [Sign]. Select "All" from the 'Status' field. Validate that the previously placed orders are displayed, active and expired. Navigate to the 'Current Medications' widget and validate that the recently placed order appears as expected. Select the medication from the 'Current Medications' widget. Validate that the medication history section displays the current and historic medication filed. Scenario 5: Clinical Reconciliation - 'Problem List' section Specific Setup: The 'Enable Improved Clinical Reconciliation Workflow' registry setting is enabled. OrderConnect must be installed and configured to communicate with myAvatar and vice versa. A client must have multiple problems listed in the 'Clinical Reconciliation' form (Client A). Steps Select "Client A" and access the 'Clinical Reconciliation' form. Select the desired value in the 'Reconciliation Type' field. Navigate to the 'Problem List' section. Select desired problems to include in the reconciliation. Click [Include]. Validate the 'Include In Record' field now contains "Include (6)" for selected problem(s). Click [Do Not Include Remaining]. Validate all remaining problems contain "Do Not Include (7)" in the 'Include In Record' field. Click [New Row]. Validate the 'Include In Record' field contains "Include (6)" for the new row. Validate the 'Source' field contains "Manual Entry (ME)". Search for and select the desired problem in the 'New Problem To Add' field. Enter the desired date in the 'Start Date' field. Click [Review Final List]. Validate the 'Clinical Reconciliation - Preview' dialog is displayed with all problems indicating either "Include" or "Do Not Include". Click [Reconcile Items]. Validate a message is displayed stating: Saved. Click [OK] and close the form. Select "Client A" and access the 'Problem List' form. Click [View/Enter Problems]. Validate the 'Problem List' grid contains all problems included in the reconciliation. Close the form. Scenario 6: 'All Documents' widget - Validate 'Review Results' records Specific Setup: A client must be enrolled in an existing episode (Client A). A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view). This is for Avatar NX systems only. Steps Select "Client A" and access the 'Results Entry' form. Select "Add" in the 'Add/Edit/Delete Result' field. Populate all required and desired fields. Click [File Header Info]. Validate a message is displayed stating: "Header information filed." Click [OK]. Select 'Result Details'. Select "Add" in the 'Add/Edit/Delete Result Detail' field. Validate the 'Header' field contains the data from the previous steps. Populate all required and desired fields. Click [File Detail Info]. Validate a message is displayed stating: "Detail information filed." Populate or edit any fields and click [File Detail Info]. Click [OK] and [Exit Option]. Access the 'Review Results' form. Select "Client A" in the 'Client ID' field. Select the entry from the previous steps in the 'Select Results' field. Validate the 'Results' field contains the data from the previous steps. Select any value in the 'Review Status' field. Click [Submit]. Select "Client A" and access the 'All Documents' view. Select "All Episodes" in the 'Header Episode' field. Select 'All Forms'. Select "Review Results" in the 'Form Description' field. Validate there are two entries for each detail filed in the previous steps. Validate the 'Time' field displays. Select an entry and validate it displays in the 'Console Widget Viewer'. Validate the 'Launch Report' button exists. Click [Launch Report]. Validate a report displays with the information filed in the previous steps. Close the report. Scenario 7: Medical Note Widget - Allergies Specific Setup: To be tested in systems with Medical Note configured. Medical Note widget must be added to user's Home View. Steps Open the "Allergies and Hypersensitivies" form. Add a food allergy and a drug allergy at the same time. File the form. Open the "Allergies and Hypersensitivies" form. Validate the allergens display as previously entered. Navigate to the Medical Note Widget. Navigate to the "Allergies" section. Validate the allergens entered through the "Allergies and Hypersensitivities" form display as previously filed. Using the widget, add another allergen. Validate it displays in the widget as it was previously filed.	Topics • Clinical Reconciliation • Allergies and Hypersensitivities • Order Entry Console • Widgets • Medication History • NX • Problem List • Review Results • Medical Note
Update 48 Summary \| Details Progress Notes (Group and Individual) - Client Problem List PCL Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Group Registration Scenario 1: Chart View - View Progress Notes (Group and Individual) documents Specific Setup: Add the "Progress Notes Widget" to the user's homeview. Admit a test client into any episode. Using the "Site Specific Section Modeling" form. Add a "SS Note Multiple Response Dictionary" field with Problem List PCL to the "Progress Notes (Group and Individual)" form or one if it's copies. Using the "Problem List" form, Add 1 or more problems for the test client. Steps Open the progress note form used for this test. Create a note for an individual. Select one or more problems in the new field that was added via "Site Specific Section Modeling". Finalize the progress note. Sign the document. Select the client from the Client Search field. Double click on the client's name. Client's Chart comes up. Select the link for the progress note type that was just filed. A document list displays. Select the document that was just stored. Validate the data from the site specific field displays on the document as it was originally stored. Scenario 2: Progress Notes Widget - Sort Order by Filing Time in descending order Specific Setup: Enable document routing for the progress note form to be used for testing by using the "Document Routing Setup" form. Using "Site Specific Section Modeling", add a SS Note Multiple Response Dictionary field to the progress notes used and attach "Problem List" PCL. Admit a test client or select an existing test client. Add the "Progress Notes Widget" to the user's home view using "View Definition" form. Using the "Problem List" form, enter problems for the test client. Steps Open the Progress Notes form selected for testing. Generate a progress note for a new service, be sure not to populate the "Start Time" and "End Times". Set the "Note Field" text to "Note 1". Set the "Draft/Final" to "Draft". Submit the form. Open the Progress Notes form selected for testing. Generate a progress note for a new service, be sure not to populate the "Start Time" and "End Times". Set the "Note Field" text to "Note 2". Set the "Draft/Final" to "Draft". Submit the form. Open the Progress Notes form selected for testing. Generate a progress note for a new service, be sure not to populate the "Start Time" and "End Time". Set the "Note Field" text to "Note 3". Set the "Date of Service" to the same date as "Note 2". Set the "Draft/Final" to "Draft". Submit the form. Open the Progress Notes form selected for testing. Edit the 3rd note entered. Navigate to the "Progress Notes Widget". Validate the progress notes entered for this test appear in the following sorted order: "Note 1", "Note 3", "Note 2". "Note 3" will appear prior to "Note 2" since it was filed more recently than "Note 2" and due to the absence of start/end times, the program uses the filing time of the note. Open the Progress Notes form selected for testing. Create a progress note for the client and populate the field with Problem List PCL added via "Site Specific Section Modeling" form. Finalize the note. Navigate to the "Progress Notes Widget". Validate the problem data is included on the document. Scenario 3: Progress Notes (Group and Individual) - Edit Group Scratch Notes - Independent Note Specific Setup: Using "Site Specific Section Modeling" form: There is a new field added to the Group Default Note section of the Progress Notes (Group and Individual) form. This field is called "Select Note To Edit" and it's the field that will contain the link to the scratch group default note. The "Exclude From Data Collection" field must be set to "N" to use the new functionality. Admit 3 test clients or select 3 test clients. They can be admitted to any episode. Create a group using "Group Registration" that includes all 3 of the clients as members. Document routing must be enabled for the Progress Notes (Group and Individual) form. Using "Set System Defaults" form, enable Autosave for the Progress Notes (Group and Individual) form. Using the "Site Specific Section Modeling" form, edit the "Progress Notes (Group and Individual)" form or copies of, add a "SS Note Multiple Response Dictionary" field and attach Problem Code PCL. Using the "Problem List" form, assign problems to 2 of the test clients admitted. Steps Open the "Progress Notes (Group and Individual)" form. Click the group note section. Such as "Group Default Note" or "Begin Default Note". Select "Independent" in the "Progress Note For" field. Fill in some fields and then click either the "Backup" button or the "Save" icon to create an autosaved copy of the group default note. Close the "Progress Note (Group and Individual)" form. Open the "Progress Notes (Group and Individual)" form. A message pops up asking you if you want to retrieve the autosaved backup. Select the backup that you want to retrieve. Click the OK button. The group default note is restored from backup. Fill in all required and desired fields on the form. Click "Submit Note" or "File Note" button. Using the "Select Note To Edit" field added with this update, select the scratch default group note to edit. Make any necessary edits. Click "Submit Note" or "File Note" button to save the group scratch note. You can edit the scratch notes multiple times if necessary. You can have multiple group scratch notes in process at one time. Once the group default note is completed, the scratch note can be individualized through the Individual Progress Notes tab and individualized notes can be finalized and routed if necessary. If changes are made again to the scratch group default note after some group members have been individualized, it won't change the individualized progress notes, but it will change any that remain with the group default note because they haven't been individualized. You will then receive a message stating which clients in the group have already been individualized and therefore, they won't be changed by the edit just made. Open the "Clinical Document Viewer" form. Display the progress notes that were finalized. Validate that they display as they were saved. Open the "Progress Notes (Group and Individual)" form. Create a group default note. Individualize the progress notes for the group members making sure to select some or all of the problems listed in the SS Note Multiple Response Dictionary field for 2 of the 3 group members. Finalize the notes. Using the "Clinical Document Viewer" form. Validate the problem data is on the document. Print the document. Validate the printed document reflects the correct problem data for each of the 3 group members. Chart View - Progress notes with Client Problem List PCL Scenario 1: Chart View - View Progress Notes (Group and Individual) documents Specific Setup: Add the "Progress Notes Widget" to the user's homeview. Admit a test client into any episode. Using the "Site Specific Section Modeling" form. Add a "SS Note Multiple Response Dictionary" field with Problem List PCL to the "Progress Notes (Group and Individual)" form or one if it's copies. Using the "Problem List" form, Add 1 or more problems for the test client. Steps Open the progress note form used for this test. Create a note for an individual. Select one or more problems in the new field that was added via "Site Specific Section Modeling". Finalize the progress note. Sign the document. Select the client from the Client Search field. Double click on the client's name. Client's Chart comes up. Select the link for the progress note type that was just filed. A document list displays. Select the document that was just stored. Validate the data from the site specific field displays on the document as it was originally stored. Scenario 2: Progress Notes Widget - Sort Order by Filing Time in descending order Specific Setup: Enable document routing for the progress note form to be used for testing by using the "Document Routing Setup" form. Using "Site Specific Section Modeling", add a SS Note Multiple Response Dictionary field to the progress notes used and attach "Problem List" PCL. Admit a test client or select an existing test client. Add the "Progress Notes Widget" to the user's home view using "View Definition" form. Using the "Problem List" form, enter problems for the test client. Steps Open the Progress Notes form selected for testing. Generate a progress note for a new service, be sure not to populate the "Start Time" and "End Times". Set the "Note Field" text to "Note 1". Set the "Draft/Final" to "Draft". Submit the form. Open the Progress Notes form selected for testing. Generate a progress note for a new service, be sure not to populate the "Start Time" and "End Times". Set the "Note Field" text to "Note 2". Set the "Draft/Final" to "Draft". Submit the form. Open the Progress Notes form selected for testing. Generate a progress note for a new service, be sure not to populate the "Start Time" and "End Time". Set the "Note Field" text to "Note 3". Set the "Date of Service" to the same date as "Note 2". Set the "Draft/Final" to "Draft". Submit the form. Open the Progress Notes form selected for testing. Edit the 3rd note entered. Navigate to the "Progress Notes Widget". Validate the progress notes entered for this test appear in the following sorted order: "Note 1", "Note 3", "Note 2". "Note 3" will appear prior to "Note 2" since it was filed more recently than "Note 2" and due to the absence of start/end times, the program uses the filing time of the note. Open the Progress Notes form selected for testing. Create a progress note for the client and populate the field with Problem List PCL added via "Site Specific Section Modeling" form. Finalize the note. Navigate to the "Progress Notes Widget". Validate the problem data is included on the document.	Topics • Progress Notes • Group Progress Notes • Widgets • NX
Update 50 Summary \| Details Progress Notes (Group and Individual) Scenario 1: Progress Notes (Group and Individual) - 'Group Default Notes' - file an existing appointment group note with all members marked as missed Specific Setup: The 'Post Missed Visit Appointments Within Scheduling Calendar' registry setting is set to "YP". The 'Inpatient Progress Note', 'Outpatient Progress Note', 'Note Type', and 'Reason For Correction (Progress Notes)' fields must be configured in the 'Appointment Scheduling System Defaults' form. A group must exist (Group A) with two clients (Client A & Client B). A group appointment must be scheduled for "Group A". Steps Access the 'Progress Notes (Group and Individual)' form. Select the "Group Default Notes" section. Enter the current date in the 'Date Of Group' field. Enter the desired practitioner in the 'Practitioner' field. Select "Existing Appointment" in the 'Progress Note For' field. Select the desired value in the 'Note Type' field. Select the existing appointment for "Group A" in the 'Note Addresses Which Existing Service/Appointment' field. Enter the desired value in the 'Note' field. Validate the 'Client Who Attended Group' field contains "Client A" and "Client B". De-select "Client A" and "Client B" in the 'Client Who Attended Group' field. Select the desired value in the 'Missed Visit Service Code' field. Enter the desired value in the 'Missed Visit Notes' field. Click [File Note]. Validate a "Group Default Notes" message is displayed stating: Missed visits are filed. Click [OK] and close the form. Double click on "Client A" in the 'My Clients' widget. Select the progress note form from the left-hand side. Validate a progress note is displayed for the missed visit. Close the chart. Double click on "Client B" in the 'My Clients' widget. Select the progress note form from the left-hand side. Validate a progress note is displayed for the missed visit. Close the chart. Access the 'Client Ledger' form. Enter "Client A" in the 'Client ID' field. Select "All Episodes" in the 'Client/Episode/All Episodes' field. Select "Simple" in the 'Ledger Type' field. Select "Yes" in the 'Include Zero Charges' field. Click [Process]. Validate the service is displayed for the missed visit. Click [Dismiss] and [Yes] to return to form. Enter "Client B" in the 'Client ID' field. Select "All Episodes" in the 'Client/Episode/All Episodes' field. Select "Simple" in the 'Ledger Type' field. Select "Yes" in the 'Include Zero Charges' field. Click [Process]. Validate the service is displayed for the missed visit. Click [Dismiss] and close the form. Access Crystal Reports or other SQL Reporting Tool. Create a report using the 'SYSTEM.billing_tx_history' table. Validate rows are displayed for the "Group A"- one for "Client A" and one for "Client B". Validate the 'number_of_clients' field contains "0" since both members were marked as missed. Close the report. Scenario 2: Progress Notes (Group and Individual) - 'Group Default Notes' - file an existing appointment group note with some members marked as missed Specific Setup: The 'Post Missed Visit Appointments Within Scheduling Calendar' registry setting is set to "YP". The 'Inpatient Progress Note', 'Outpatient Progress Note', 'Note Type', and 'Reason For Correction (Progress Notes)' fields must be configured in the 'Appointment Scheduling System Defaults' form. A group must exist (Group A) with two clients (Client A & Client B). A group appointment must be scheduled for "Group A". Steps Access the 'Progress Notes (Group and Individual)' form. Select the "Group Default Notes" section. Enter the current date in the 'Date Of Group' field. Enter the desired practitioner in the 'Practitioner' field. Select "Existing Appointment" in the 'Progress Note For' field. Select the desired value in the 'Note Type' field. Select the existing appointment for "Group A" in the 'Note Addresses Which Existing Service/Appointment' field. Enter the desired value in the 'Note' field. Validate the 'Client Who Attended Group' field contains "Client A" and "Client B". De-select "Client A" in the 'Client Who Attended Group' field. Select the desired value in the 'Missed Visit Service Code' field. Enter the desired value in the 'Missed Visit Notes' field. Click [File Note]. Validate a "Group Default Notes" message is displayed stating: Missed visits are filed. Select the "Individual Progress Notes" section. Validate a "Warning" message is displayed stating: Selecting this tab will cause any unsaved data to be lost. Are you sure you want to continue? Click [Yes]. Enter "Group A" in the 'Group Name Or Number' field. Enter the current date in the 'Note Date' field. Validate the 'Select Note To Edit' field does not contain "Client A". Select the note for "Client B" in the 'Select Note To Edit' field. Select "Final" in the 'Draft/Final' field. Click [File Note]. Validate a message is displayed stating: Note Filed. Click [OK] and close the form. Double click on "Client A" in the 'My Clients' widget. Select the progress note form from the left-hand side. Validate a progress note is displayed for the missed visit. Close the chart. Double click on "Client B" in the 'My Clients' widget. Select the progress note form from the left-hand side. Validate the individualized progress note is displayed. Close the chart. Access the 'Client Ledger' form. Enter "Client A" in the 'Client ID' field. Select "All Episodes" in the 'Client/Episode/All Episodes' field. Select "Simple" in the 'Ledger Type' field. Select "Yes" in the 'Include Zero Charges' field. Click [Process]. Validate the service is displayed for the missed visit. Click [Dismiss] and [Yes] to return to form. Enter "Client B" in the 'Client ID' field. Select "All Episodes" in the 'Client/Episode/All Episodes' field. Select "Simple" in the 'Ledger Type' field. Select "Yes" in the 'Include Zero Charges' field. Click [Process]. Validate the service is displayed for the visit. Click [Dismiss] and close the form. Access Crystal Reports or other SQL Reporting Tool. Create a report using the 'SYSTEM.billing_tx_history' table. Validate rows are displayed for the "Group A"- one for "Client A" and one for "Client B". Validate the 'number_of_clients' field contains "1" since one member was marked as missed. Close the report.	Topics • NX • Group Progress Notes
Update 51 Summary \| Details Progress Notes (Group and Individual) - 'Group Default Notes' section Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Group Progress Note Scenario 1: Progress Notes (Group and Individual) - Add multiple clients to group by unit Specific Setup: A group (Group A) is defined with two clients (Client A & Client B). A second group (Group B) is defined with two clients (Client C & Client D). Two other clients (Client E & Client F) are enrolled in inpatient episodes and are assigned to a unit (Unit A). The following fields must be added to the 'Group Default Notes' section of the 'Progress Notes (Group and Individual)' form in 'Site Specific Section Modeling: 'Add to Group - Use Caseload or Unit for Selection' 'Unit' 'Select Clients' 'Add Selected Clients to Group List' Steps Access the 'Progress Notes (Group and Individual)' form. Navigate to the "Group Default Notes" section. Enter the current date in the 'Date Of Group' field. Select the desired value in the 'Note Type' field. Select "Independent Note" in the 'Progress Note For' field. Select "Group A" in the 'Group Name Or Number' field. Enter the desired value in the 'Note' field. Validate that the 'Client Who Attended Group' field contains "Client A" and "Client B". Click [Add Client To Group]. Validate the 'Add to Group - Use Caseload or Unit for Selection' field becomes enabled. Select "Unit" in the 'Add to Group - Use Caseload or Unit for Selection' field. Validate that the 'Unit' field becomes enabled and required. Select "Unit A" in the 'Unit' field. Validate the 'Select Clients' field contains "Client E" and "Client F". Select "Group B" in the 'Group Name Or Number' field. Validate the 'Select Clients' field is cleared and no longer contains a value. Validate the 'Client Who Attended Group' field contains "Client C" and "Client D". Select "Unit" in the 'Add to Group - Use Caseload or Unit for Selection' field. Select "Unit A" in the 'Unit' field. Select "Client E" and "Client D" in the 'Select Clients' field. Click [Add Selected Clients to Group List]. Validate that the 'Client Who Attended Group' field contains "Client C", "Client D", "Client E", and "Client F". Click [File Note]. Navigate to the "Individual Progress Notes" section. Again select "Group B" in the 'Group Name Or Number' field. Enter the current date in the 'Note Date' field. Validate that the 'Select Note to Edit' field contains group scratch notes for "Client C", "Client D", "Client E" and "Client F". Select the note for "Client C" in the 'Select Note To Edit' field. Validate all fields are populated based on the values entered in the group note. Individualize the note as desired and file the notes. Repeat as needed for "Client D", "Client E", and "Client F". Close the form. Scenario 2: Progress Notes (Group and Individual) - Add multiple clients to group by caseload Specific Setup: A group (Group A) is defined with two clients (Client A & Client B). A second group (Group B) is defined with two clients (Client C & Client D). Two other clients are enrolled in active episodes and are part of the logged in user's caseload (Client E & Client F). The following fields must be added to the 'Group Default Notes' section of the 'Progress Notes (Group and Individual)' form in 'Site Specific Section Modeling: 'Add to Group - Use Caseload or Unit for Selection' 'Unit' 'Select Clients' 'Add Selected Clients to Group List' Steps Access the 'Progress Notes (Group and Individual)' form. Navigate to "Group Default Notes" section. Enter the current date in the 'Date Of Group' field. Select the desired value in 'Note Type' field. Select "Independent Note" in the 'Progress Note For' field. Select "Group A" in the 'Group Name Or Number' field. Enter the desired value in the 'Note' field. Validate the 'Client Who Attended Group' field contains "Client A" and "Client B". Click [Add Client To Group]. Validate the 'Add to Group - Use Caseload or Unit for Selection' field becomes enabled. Select "Caseload" in the 'Add to Group - Use Caseload or Unit for Selection' field. Validate the 'Select Clients' field contains all active clients in the user's caseload with the most recent episode number. Select "Group B" in the 'Group Name Or Number' field. Validate the 'Select Clients' field is cleared and no longer contains a value. Validate the 'Client Who Attended Group' field contains "Client C" and "Client D". Select "Caseload" in the 'Add to Group - Use Caseload or Unit for Selection' field. Validate the 'Select Clients' field contains all active clients in the user's caseload with the most recent episode number. Select "Client E" and "Client F" in the 'Select Clients' field. Click [Add Selected Clients to Group List]. Validate the 'Client Who Attended Group' field contains "Client C", "Client D", "Client E", and "Client F". Click [File Note]. Navigate to the "Individual Progress Notes" section. Select "Group B" in the 'Group Name Or Number' field. Enter the current date in the 'Note Date' field. Validate the 'Select Note to Edit' field contains group scratch notes for "Client C", "Client D", "Client E" and "Client F". Select the note for "Client C" in the 'Select Note To Edit' field. Validate all fields populate based off the values entered in the group note. Individualize the note as desired and file the note. Repeat as needed for "Client D", "Client E", and "Client F". Close the form.	Topics • Progress Notes
Update 52 Summary \| Details Progress Notes (Group and Individual) - Editing Group Notes Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Group Registration Post Staff Activity Log Enter Group Default Note (Workflow) Scheduling Calendar Scenario 1: Enter Group Default Note (Workflow) - Field Validations Specific Setup: Registry setting "User To Send Scratch Note To-Do Item To" is set to "D". Steps Open the "Scheduling Calendar" form. Create a group appointment. Open the "Post Staff Activity Log". Post the group appointment. Open the "Enter Group Default Note (Workflow)". File out the group default notes and file. Navigate to the "ToDo" widget. Click the "Review To Do Item" link on the row that was added for Group Default Note that was just entered. Mark as reviewed. Open the "Progress Notes Group and Individual" form. Validate you can see the Group Default Note in the "Select Note To Edit" field. Individualize and complete the note. Set "Draft/Final" to "Final" to finalize the note. Scenario 2: Progress Notes (Group and Individual) - Edit Group Scratch Notes - Independent Note Specific Setup: Using "Site Specific Section Modeling" form: There is a new field added to the Group Default Note section of the Progress Notes (Group and Individual) form. This field is called "Select Note To Edit" and it's the field that will contain the link to the scratch group default note. The "Exclude From Data Collection" field must be set to "N" to use the new functionality. The following fields must be added to the "Progress Notes (Group and Individual)" form: "Add to Group - Use Caseload or Unit Selection", "Unit", "Select Clients", "Add Selected Clients to Group List". Admit 3 test clients or select 3 test clients. They can be admitted to any episode. Create a group using "Group Registration" that includes all 3 of the clients as members. Document routing must be enabled for the Progress Notes (Group and Individual) form. Using "Set System Defaults" form, enable Autosave for the Progress Notes (Group and Individual) form. Using the "Site Specific Section Modeling" form, edit the "Progress Notes (Group and Individual)" form or copies of, add a "SS Note Multiple Response Dictionary" field and attach Problem Code PCL. Using the "Problem List" form, assign problems to 2 of the test clients admitted. Steps Open the "Progress Notes (Group and Individual)" form. Click the group note section. Such as "Group Default Note" or "Begin Default Note". Select "Independent" in the "Progress Note For" field. Fill in some fields and then click either the "Backup" button or the "Save" icon to create an autosaved copy of the group default note. Close the "Progress Note (Group and Individual)" form. Open the "Progress Notes (Group and Individual)" form. A message pops up asking you if you want to retrieve the autosaved backup. Select the backup that you want to retrieve. Click the OK button. The group default note is restored from backup. Fill in all required and desired fields on the form. Click "Submit Note" or "File Note" button. Using the "Select Note To Edit" field added with this update, select the scratch default group note to edit. Make any necessary edits. Click "Submit Note" or "File Note" button to save the group scratch note. You can edit the scratch notes multiple times if necessary. You can have multiple group scratch notes in process at one time. Once the group default note is completed, the scratch note can be individualized through the Individual Progress Notes tab and individualized notes can be finalized and routed if necessary. If changes are made again to the scratch group default note after some group members have been individualized, it won't change the individualized progress notes, but it will change any that remain with the group default note because they haven't been individualized. You will then receive a message stating which clients in the group have already been individualized and therefore, they won't be changed by the edit just made. Open the "Clinical Document Viewer" form. Display the progress notes that were finalized. Validate that they display as they were saved. Open the "Progress Notes (Group and Individual)" form. Create a group default note. Individualize the progress notes for the group members making sure to select some or all of the problems listed in the SS Note Multiple Response Dictionary field for 2 of the 3 group members. Finalize the notes. Using the "Clinical Document Viewer" form. Validate the problem data is on the document. Print the document. Validate the printed document reflects the correct problem data for each of the 3 group members. Open the "Progress Notes (Group and Individual)" form. Create a group note for an "Independent" note. Add additional members to the group by using the "Caseload" selection in the "Add to Group - Use Caseload or Unit Selection" field. Submit the group scratch note. Edit the group default scratch note that was saved in the previous step. Add group members to the group by using the "Unit" selection in the "Add to Group - Use Caseload or Unit Selection" field and then selecting a unit in the "Unit" field. Submit the group scratch note. Navigate to the "individual Progress Note" tab. Proceed to individualize and finalize a note for one group or more group members. Edit the group default scratch note again. Submit the group scratch note. Note that a message pops up indicating that some members of the group have already been individualized and therefore won't contain any further edits to the group note. Scenario 3: Progress Notes (Group and Individual) - Edit Scratch Notes - New Service Specific Setup: Using "Site Specific Section Modeling" form: There is a new field added to the Group Default Note section of the Progress Notes (Group and Individual) form. This field is called "Select Note To Edit" and it's the field that will contain the link to the scratch group default note. The "Exclude From Data Collection" field must be set to "N" to use the new functionality. The following fields must be added to the "Progress Notes (Group and Individual)" form: "Add to Group - Use Caseload or Unit Selection", "Unit", "Select Clients", "Add Selected Clients to Group List". Admit 3 test clients or select 3 test clients. They can be admitted to any episode. Create a group using "Group Registration" that includes all 3 of the clients as members. Document routing must be enabled for the Progress Notes (Group and Individual) form. Using "Set System Defaults" form, enable Autosave for the Progress Notes (Group and Individual) form. Steps Open the "Progress Notes (Group and Individual)" form. Click the group note section. Such as "Group Default Note" or "Begin Default Note". Select "New Service" in the "Progress Note For" field. Fill in some fields and then click either the "Backup" button or the "Save" icon to create an autosaved copy of the group default note. Close the "Progress Note (Group and Individual)" form. Open the "Progress Notes (Group and Individual)" form. A message pops up asking you if you want to retrieve the autosaved backup. Select the backup that you want to retrieve. Click the OK button. The group default note is restored from backup. Fill in all required and desired fields on the form. Click "Submit Note" or "File Note" button. Using the "Select Note To Edit" field added with this update, select the scratch default group note to edit. Make any necessary edits. Click "Submit Note" or "File Note" button to save the group scratch note. You can edit the scratch notes multiple times if necessary. You can have multiple group scratch notes in process at one time. Once the group default note is completed, the scratch note can be individualized through the Individual Progress Notes tab and individualized notes can be finalized and routed if necessary. If changes are made again to the scratch group default note after some group members have been individualized, it won't change the individualized progress notes, but it will change any that remain with the group default note because they haven't been individualized. You will then receive a message stating which clients in the group have already been individualized and therefore, they won't be changed by the edit just made. Open the "Clinical Document Viewer" form. Display the progress notes that were finalized. Validate that they display as they were saved. Open the "Progress Notes (Group and Individual)" form. Create a group note for a "New Service". Add additional members to the group by using the "Caseload" selection in the "Add to Group - Use Caseload or Unit Selection" field. Submit the group scratch note. Edit the group default scratch note that was saved in the previous step. Add group members to the group by using the "Unit" selection in the "Add to Group - Use Caseload or Unit Selection" field and then selecting a unit in the "Unit" field. Submit the group scratch note. Navigate to the "Individual Progress Note" tab. Proceed to individualize and finalize a note for one group or more group members. Edit the group default scratch note again. Note that a message pops up indicating that some members of the group have already been individualized and therefore won't contain any further edits to the group note. Scenario 4: Progress Notes (Group and Individual) - Edit Scratch Notes - Existing Appointment Specific Setup: Using "Site Specific Section Modeling" form: There is a new field added to the Group Default Note section of the Progress Notes (Group and Individual) form. This field is called "Select Note To Edit" and it's the field that will contain the link to the scratch group default note. The "Exclude From Data Collection" field must be set to "N" to use the new functionality. The following fields must be added to the "Progress Notes (Group and Individual)" form: "Add to Group - Use Caseload or Unit Selection", "Unit", "Select Clients", "Add Selected Clients to Group List". Admit 3 test clients or select 3 test clients. They can be admitted to any episode. Create a group using "Group Registration" that includes all 3 of the clients as members. Document routing must be enabled for the Progress Notes (Group and Individual) form. Using "Set System Defaults" form, enable Autosave for the Progress Notes (Group and Individual) form. Steps Using "Scheduling Calendar", create a group appointment for the group created in setup. Open the "Progress Notes (Group and Individual)" form. Click the group note section. Such as "Group Default Note" or "Begin Default Note". Select "Existing Appointment" in the "Progress Note For" field. Select the appointment entered in the previous step from the "Select Existing Appointment/Service" field. Fill in some fields and then click either the "Backup" button or the "Save" icon to create an autosaved copy of the group default note. Close the "Progress Note (Group and Individual)" form. Open the "Progress Notes (Group and Individual)" form. A message pops up asking you if you want to retrieve the autosaved backup. Select the backup that you want to retrieve. Click the OK button. The group default note is restored from backup. Fill in all required and desired fields on the form. Click "Submit Note" or "File Note" button. Using the "Select Note To Edit" field added with this update, select the scratch default group note to edit. Make any necessary edits. Click "Submit Note" or "File Note" button to save the group scratch note. You can edit the scratch notes multiple times if necessary. You can have multiple group scratch notes in process at one time. Once the group default note is completed, the scratch note can be individualized through the Individual Progress Notes tab and individualized notes can be finalized and routed if necessary. If changes are made again to the scratch group default note after some group members have been individualized, it won't change the individualized progress notes, but it will change any that remain with the group default note because they haven't been individualized. You will then receive a message stating which clients in the group have already been individualized and therefore, they won't be changed by the edit just made. Open the "Clinical Document Viewer" form. Display the progress notes that were finalized. Validate that they display as they were saved. Open the "Scheduling Calendar". Schedule a group appointment. Open the "Progress Notes (Group and Individual)" form. Create a group note for an "Existing Appointment" for the group used in the previous step. Add additional members to the group by using the "Caseload" selection in the "Add to Group - Use Caseload or Unit Selection" field. Submit the group scratch note. Edit the group default scratch note that was saved in the previous step. Add group members to the group by using the "Unit" selection in the "Add to Group - Use Caseload or Unit Selection" field and then selecting a unit in the "Unit" field. Submit the group scratch note. Navigate to the "individual Progress Note" tab. Proceed to individualize and finalize a note for one group or more group members. Edit the group default scratch note again. Note that a message pops up indicating that some members of the group have already been individualized and therefore won't contain any further edits to the group note. Scenario 5: Progress Notes (Group and Individual) - Edit Scratch Note - Existing Service Specific Setup: Using "Site Specific Section Modeling" form: There is a new field added to the Group Default Note section of the Progress Notes (Group and Individual) form. This field is called "Select Note To Edit" and it is the field that will contain the link to the scratch group default note. The "Exclude From Data Collection" field must be set to "N" to use the new functionality. The following fields must be added to the "Progress Notes (Group and Individual)" form: "Add to Group - Use Caseload or Unit Selection", "Unit", "Select Clients", "Add Selected Clients to Group List". Admit three test clients or select three test clients. They can be admitted to any episode. Create a group using "Group Registration" that includes all 3 of the clients as members. Document routing must be enabled for the Progress Notes (Group and Individual) form. Using "Set System Defaults" form, enable Autosave for the Progress Notes (Group and Individual) form. Steps Using "Scheduling Calendar", create a group appointment for the group created in setup. Also, using "Scheduling Calendar", check in and check out all group members. Open the "Progress Notes (Group and Individual)" form. Click the group note section. Such as "Group Default Note" or "Begin Default Note". Select "Existing Service" in the "Progress Note For" field. Select the appointment entered in the previous step from the "Select Existing Appointment/Service" field. Fill in some fields and then click either the "Backup" button or the "Save" icon to create an autosaved copy of the group default note. Close the "Progress Note (Group and Individual)" form. Open the "Progress Notes (Group and Individual)" form. A message pops up asking you if you want to retrieve the autosaved backup. Select the backup that you want to retrieve. Click the OK button. The group default note is restored from backup. Fill in all required and desired fields on the form. Click "Submit Note" or "File Note" button. Using the "Select Note To Edit" field added with this update, select the scratch default group note to edit. Make any necessary edits. Click "Submit Note" or "File Note" button to save the group scratch note. You can edit the scratch notes multiple times if necessary. You can have multiple group scratch notes in process at one time. Once the group default note is completed, the scratch note can be individualized through the Individual Progress Notes tab and individualized notes can be finalized and routed if necessary. If changes are made again to the scratch group default note after some group members have been individualized, it won't change the individualized progress notes, but it will change any that remain with the group default note because they haven't been individualized. You will then receive a message stating which clients in the group have already been individualized and therefore, they won't be changed by the edit just made. Open the "Clinical Document Viewer" form. Display the progress notes that were finalized. Validate that they display as they were saved. Open the "Scheduling Calendar" form. Schedule a group appointment. Check the appointment in and out. Open the "Progress Notes (Group and Individual)" form. Create a group note for an "Existing Service" for the appointment created in the previous step. Add additional members to the group by using the "Caseload" selection in the "Add to Group - Use Caseload or Unit Selection" field. Submit the group scratch note. Edit the group default scratch note that was saved in the previous step. Add group members to the group by using the "Unit" selection in the "Add to Group - Use Caseload or Unit Selection" field and then selecting a unit in the "Unit" field. Submit the group scratch note. Navigate to the "individual Progress Note" tab. Proceed to individualize and finalize a note for one group or more group members. Edit the group default scratch note again. Note that a message pops up indicating that some members of the group have already been individualized and therefore won't contain any further edits to the group note.	Topics • NX • Group Progress Notes • Progress Notes
Update 53 Summary \| Details Client Health Maintenance form - Immunization and Wellness Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Health Maintenance Scenario 1: Client Health Maintenance - Add/Update Immunizations and Wellness Items Specific Setup: A client is enrolled in an existing episode (Client A). Steps Access the 'Client Health Maintenance' form. Select "Client A" in the 'Client ID' field. Click [Immunizations - Update]. Click [New Row]. Select any value in the 'Vaccine' field. Select any value in the 'Dose' field. Select "Facility" in the 'Provided By' field. Enter the desired date in the 'Date' field. Enter "1.0" in the 'Amount' field. Select any value in the 'Route' field. Enter "11112-0291-3" in the 'NDC' field. Validate an "Error" dialog is displayed stating: "The NDC must be entered in 5-4-2 format. If the label shows a 4-4-2 format then add a leading zero to the leftmost value. If the label shows a 5-3-2 format then add a leading zero to the middle value. And if the label shows a 5-4-1 format then add a leading zero to the rightmost value. If the NDC code is unreadable or otherwise unknown, enter 00000-0000-00.". Click [OK]. Enter "00000-0000-00" in the 'NDC' field. Populate all other required and desired fields. Click [Save] and [Submit]. Access the 'Client Health Maintenance' form. Select "Client A" in the 'Client ID' field. Click [Immunizations - Update]. Validate that the 'Immunizations' grid contains the vaccine filed in the previous steps. Click [Close/Cancel]. Click [Wellness - Update]. Click [New Row]. Select any value in the 'Wellness Item' field. Select "Facility" in the 'Provided By' field. Enter the desired date in the 'Date' field. Click [Save] and [Submit]. Access the 'Client Health Maintenance' form. Select "Client A" in the 'Client ID' field. Click the [Wellness - Update]. Validate the 'Wellness' grid contains the wellness item filed in the previous steps. Click [Close/Cancel] and close the form. Access the 'Client Health Maintenance' form. Select "Client A" in the 'Client ID' field. Click the [Immunizations - Update]. Enter an immunization marking it as "Refused". Click "Save". Click "Submit". Client Health Maintenance - Refused Immunization Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Health Maintenance Scenario 1: Client Health Maintenance - Add/Update Immunizations and Wellness Items Specific Setup: A client is enrolled in an existing episode (Client A). Steps Access the 'Client Health Maintenance' form. Select "Client A" in the 'Client ID' field. Click [Immunizations - Update]. Click [New Row]. Select any value in the 'Vaccine' field. Select any value in the 'Dose' field. Select "Facility" in the 'Provided By' field. Enter the desired date in the 'Date' field. Enter "1.0" in the 'Amount' field. Select any value in the 'Route' field. Enter "11112-0291-3" in the 'NDC' field. Validate an "Error" dialog is displayed stating: "The NDC must be entered in 5-4-2 format. If the label shows a 4-4-2 format then add a leading zero to the leftmost value. If the label shows a 5-3-2 format then add a leading zero to the middle value. And if the label shows a 5-4-1 format then add a leading zero to the rightmost value. If the NDC code is unreadable or otherwise unknown, enter 00000-0000-00.". Click [OK]. Enter "00000-0000-00" in the 'NDC' field. Populate all other required and desired fields. Click [Save] and [Submit]. Access the 'Client Health Maintenance' form. Select "Client A" in the 'Client ID' field. Click [Immunizations - Update]. Validate that the 'Immunizations' grid contains the vaccine filed in the previous steps. Click [Close/Cancel]. Click [Wellness - Update]. Click [New Row]. Select any value in the 'Wellness Item' field. Select "Facility" in the 'Provided By' field. Enter the desired date in the 'Date' field. Click [Save] and [Submit]. Access the 'Client Health Maintenance' form. Select "Client A" in the 'Client ID' field. Click the [Wellness - Update]. Validate the 'Wellness' grid contains the wellness item filed in the previous steps. Click [Close/Cancel] and close the form. Access the 'Client Health Maintenance' form. Select "Client A" in the 'Client ID' field. Click the [Immunizations - Update]. Enter an immunization marking it as "Refused". Click "Save". Click "Submit". Vitals Entry - Future Dates Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Vitals Entry Chart Review Scenario 1: Vitals Entry - Field Validations Specific Setup: A client is enrolled an existing episode and is between the ages of 0-3 years old (Client A). Steps Select "Client A" and access the 'Vitals Entry' form. Select "Add" in the 'Update Vital Sign' field. Enter the desired date in the 'Date' field. Enter the desired time in the 'Time' field. Enter the desired value in the 'Weight (lbs)' field and validate the 'Weight (kgs)' field is calculated accordingly. Validate the 'Head Circumference (in)', 'Head Circumference (cm)' and 'Head Occipital-frontal Circumference Percentile (Birth - 36 months)' fields are displayed. Please note: these fields will only be enabled for a client between the ages of 0-3 years old. Enter the desired value in the 'Head Circumference (in)' field and validate the 'Head Circumference (cm)' field is populated accordingly. Note: if the 'Head Circumference (cm)' field is populated first, it will populate the 'Head Circumference (in)' field accordingly. For Avatar NX users only, please note: due to a known issue with the field label display in Avatar NX, the 'Head Circumference' text box should be used to populate 'Head Circumference (in)' and the 'Head Circumference (in)' field should be used to populate 'Head Circumference (cm)'. The 'Head Circumference (cm)' field should be ignored. If desired, use 'Form Designer' to rename/remove the fields accordingly. Validate the 'Head Occipital-Circumference Percentile (Birth - 36 months) field is populated based off the value entered in the 'Head Circumference' field. Note: this field is read-only. Validate the 'Length (in)', 'Length (cm)' and 'Weight for Length Percentile (Birth - 36 months) fields are displayed. Please note: these fields will only be enabled for a client between the ages of 0-3 years old. Enter the desired value in the 'Length (in)' field and validate the 'Length (cm)' field is populated accordingly. Note: if the 'Length (cm)' field is populated first, it will populate the 'Length (in)' field accordingly. For Avatar NX users only, please note: due to a known issue with the field label display in Avatar NX, the 'Length' text box should be used to populate 'Length (in)' and the 'Length (in)' field should be used to populate 'Length (cm)'. The 'Length (cm)' field should be ignored. If desired, use 'Form Designer' to rename/remove the fields accordingly. Validate the 'Weight for Length Percentile (Birth - 36 months)' field is populated based off the values entered in the 'Length' and 'Weight' fields. Note: this field is read-only. Populate any other desired fields. Click [Submit] and [Yes] to return to form. Select "Edit" in the 'Update Vital Sign' field. Click [Select Vital Sign]. Select the vitals filed in the previous steps and click [OK]. Validate the vitals filed in the previous steps are displayed. Validate the 'Weight' fields contain the values filed in the previous steps. Validate the 'Head Circumference' fields contain the values filed in the previous steps. Validate the 'Head Occipital-Circumference Percentile (Birth - 36 months)' field contains the value filed in the previous steps. Validate the 'Length' fields contain the values filed in the previous steps. Validate the 'Weight for Length Percentile (Birth - 36 months)" field contains the value filed in the previous steps. Close the form. Scenario 2: Chart Review - Vitals Entry Specific Setup: Tester must add the "Vitals Entry" form to "Chart Review" form. Steps Open the "Chart Review" form. Add vitals information by opening the "Vitals Entry" form on the chart and clicking "Add". Add a vitals record. Return to the chart. Edit the vitals information that was just entered by opening the "Vitals Entry" form and clicking "Edit". Remain in the "Vitals Entry" form and delete a vitals record. Click "Launch Growth Report". Validate that a growth report is generated and reflects the vitals data entered. Click "View Graph". Validate the graph represents data as entered. Click "View Report". Validate vitals data entered are represented in the report. Vitals Entry - Blood Pressure position Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Treatment Plan Client Health Maintenance CWS Vital Signs Setup Vitals Entry Scenario 1: Vitals Entry - Position Specific Setup: Admit a test client into any program. Create and finalize a treatment plan for the test client. Using the "CWS Vital Setup" form, set low/high ranges for the ''Blood Pressure Diastolic" and "Blood Pressure Systolic" fields. Steps Open the "Vitals Entry" form. Enter a blood pressure by clicking on "Sitting" in the "Position" field. Set the "Blood Pressure Diastolic" to a value that is out of range for that field as set in setup. Validate a message pops up stating that the value is out of range. Validate the value of "Sitting" is still selected in the "Position" field. Set the "Blood Pressure Systolic" to a value that is out of range for that field as set in setup. Validate a message pops up stating that the value is out of range. Validate the value of "Sitting" is still selected in the "Position" field. Vitals Entry - low/high ranges BP2 and BP3 fields Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Vitals Entry CWS Vital Signs Setup Scenario 1: "Vitals Entry" form - Additional blood pressure fields Specific Setup: Avatar CWS->CWS Utilities->Set System Defaults->Vitals Entry->->Enable Multiple Blood Pressure Entry = "Y". Note that this is a one time registry setting. Once enabled, this cannot be disabled. Steps Open "Vitals Entry" form. Select "Add" in the "Add/Edit/Delete Vital Sign" field. Enter current date in the "Date" field. Enter current time in the "Time" field. Enter any value in the Blood Pressure: "Systolic" field. Validate the Blood Pressure: "Diastolic" field becomes required. Enter any value in the Blood Pressure: "Diastolic" field. Validate the Blood Pressure "Systolic" field becomes required. Select any value in the Blood Pressure: "Position" field. Enter any value in the Blood Pressure 2: "Systolic 2" field. Validate the "Blood Pressure 2: "Diastolic 2" field becomes required. Enter any value in the Blood Pressure 2: "Diastolic 2" field. Validate the "Blood Pressure 2: "Systolic 2" field becomes required. Select any value in the Blood Pressure 2: "Position 2" field. Enter any time in the Blood Pressure 2: "Time Taken" field. Enter any value in the Blood Pressure 3: "Systolic 3" field. Validate the "Blood Pressure 3: "Diastolic 3" field becomes required. Enter any value in the Blood Pressure 3: "Diastolic 3" field. Validate the "Blood Pressure 3: "Systolic 2" field becomes required. Select any value in the Blood Pressure 3: "Position 3" field. Enter any time in the Blood Pressure 3: "Time Taken" field. Click [Submit]. Click [Yes] on the "Submitting has completed. Do you wish to return to form?" prompt. Validate the following fields are not required on re-display of the form: "Position 2" "Position 3" "Time 2" "Time 3" Select "Edit" in the "Add/Edit/Delete Vital Sign" field. Click [Select Vital Sign]. Click on the previously entered row to highlight. Click [OK]. Verify the previously entered data displays as entered in previous steps. Click [Submit]. Click [No] on the "Submitting has completed. Do you wish to return to form?" prompt to return to the menu. Open the "CWS Vital Signs Setup" form. Set low value/high value ranges for all 3 blood pressure fields. File the form. Open the :Vitals Entry" form. Validate all 3 diastolic/systolic blood pressure fields for range limits.	Topics • Client Health Maintenance • Vitals Entry • Chart View • Treatment Plan • Create New Treatment Plan
Update 54.1 Summary \| Details Progress Notes - Signatures in Chart View/Progress Notes Widget Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Charge Input Scenario 1: Chart View - View Progress Notes (Group and Individual) documents Specific Setup: Add the "Progress Notes Widget" to the user's home view. Admit a test client into any episode. Using "Create New Progress Notes" form: Generate a new Progress Notes (Group and Individual) form. Using the "Site Specific Section Modeling" form under the CWS menu: Add a "SS Signature Pad" field to the newly created "Progress Notes (Group and Individual)" form. Set "Signature Command Button Caption" to the desired label for the command button. Set "Signature Line 1" to "Signature". Submit the form. Using the "User Definition" or "User Role Definition" form: Give the user access to the form under the "Forms and Tables" section. Submit the form. Generate multiple forms using the newly created progress notes form for viewing in chart. Steps Select the test client in the "myClients" widget. Access the "Chart Review" form. Retrieve documents that have been manually signed and validate the manual signature displays on the document. Scenario 2: Progress Notes (Group and Individual) - Signature - Independent Note Specific Setup: Using "Create New Progress Notes" form: Generate a new Progress Notes (Group and Individual) form. Using the "Site Specific Section Modeling" form under the CWS menu: Add a "SS Signature Pad" field to the newly created "Progress Notes (Group and Individual)" form. Set "Signature Command Button Caption" to the desired label for the command button. Set "Signature Line 1" to "Signature". Submit the form. Using the "User Definition" or "User Role Definition" form: Give the user access to the form under the "Forms and Tables" section. Submit the form. Using "Document Routing Setup": Enable document routing for the newly created "Progress Notes (Group and Individual)" form. "Ambulatory Progress Notes" form. Admit a test client into any episode. Add the "Progress Notes Widget" to the user's home view. Steps Open the newly created "Progress Notes (Group and Individual)" form. Create an independent progress note. Click the "Signature" button. Finalize the note without saving it as a draft. Validate the document preview displays the signature. Route the document to an approver. Login as the approver. Navigate to the "ToDo" widget. Locate the "ToDo" item for the document that was just saved. Validate the signature displays on the document. Open the "Clinical Document Viewer" form. Locate the document that was just saved. Validate the signature displays on the document. Navigate to the "Progress Notes Widget". Locate the document that was just saved. Validate the signature displays on the document. Open the newly created "Progress Notes (Group and Individual)" form. Create an independent progress note. Click the "Signature" button. Save the note as draft. Retrieve the drafted note and finalize it. Validate the document preview displays the signature. Route the document to an approver. Login as the approver. Navigate to the "ToDo" widget. Locate the "ToDo" item for the document that was just saved. Validate the signature displays on the document. Open the "Clinical Document Viewer" form. Locate the document that was just saved. Validate the signature displays on the document. Navigate to the "Progress Notes Widget". Locate the document that was just saved. Validate the signature displays on the document. Open the newly created "Progress Notes (Group and Individual)" form. Create an independent progress note. Click the "Signature" button. Save the note as draft. Retrieve the drafted note and finalize it. Validate the document preview displays the signature. Accept the document without routing it. Navigate to the "ToDo" widget. Locate the "ToDo" item for the document that was just saved. Validate the signature displays on the document. Open the "Clinical Document Viewer" form. Locate the document that was just saved. Validate the signature displays on the document. Navigate to the "Progress Notes Widget". Locate the document that was just saved. Validate the signature displays on the document. Open the newly created "Progress Notes (Group and Individual)" form. Create an independent progress note. Click the "Signature" button. Finalize the note without drafting it. Validate the document preview displays the signature. Accept the document without routing it. Navigate to the "ToDo" widget. Locate the "ToDo" item for the document that was just saved. Validate the signature displays on the document. Open the "Clinical Document Viewer" form. Locate the document that was just saved. Validate the signature displays on the document. Navigate to the "Progress Notes Widget". Locate the document that was just saved. Validate the signature displays on the document. Access the "Document Routing Setup" form to disable document routing for the form using to test with. Open the newly created "Progress Notes (Group and Individual)" form. Create an independent progress.note. Click the "Signature" button. Finalize the note without drafting it. Validate the document preview displays the signature. Navigate to the "ToDo" widget. Locate the "ToDo" item for the document that was just saved. Validate the signature displays on the document. Navigate to the "Progress Notes Widget". Locate the document that was just saved. Validate the signature displays on the document. Open the newly created "Progress Notes (Group and Individual)" form. Create an independent progress note. Click the "Signature" button. Create a draft. Retrieve the draft. Finalize the note. Validate the document preview displays the signature. Navigate to the "ToDo" widget. Locate the "ToDo" item for the document that was just saved. Validate the signature displays on the document. Navigate to the "Progress Notes Widget". Locate the document that was just saved. Validate the signature displays on the document. Scenario 3: Progress Notes (Group and Individual) - Signature - Existing Appointment Specific Setup: Using "Create New Progress Notes" form: Generate a new Progress Notes (Group and Individual) form. Using the "Site Specific Section Modeling" form under the CWS menu: Add a "SS Signature Pad" field to the newly created "Progress Notes (Group and Individual)" form. Set "Signature Command Button Caption" to the desired label for the command button. Set "Signature Line 1" to "Signature". Submit the form. Using the "User Definition" or "User Role Definition" form: Give the user access to the form under the "Forms and Tables" section. Submit the form. Using "Document Routing Setup": Enable document routing for the newly created "Progress Notes (Group and Individual)" form. "Ambulatory Progress Notes" form. Admit a test client into any episode. Add the "Progress Notes Widget" to the user's home view. Using the "Scheduling Calendar" form: Add 7 appointments for the test client (one for each use case). Steps Open the newly created "Progress Notes (Group and Individual)" form. Create a progress note for an existing appointment and attach the note to the appointment. Click the "Signature" button. Finalize the note without saving it as a draft. Validate the document preview displays the signature. Route the document to an approver. Login as the approver. Navigate to the "ToDo" widget. Locate the "ToDo" item for the document that was just saved. Validate the signature displays on the document. Open the "Clinical Document Viewer" form. Locate the document that was just saved. Validate the signature displays on the document. Navigate to the "Progress Notes Widget". Locate the document that was just saved. Validate the signature displays on the document. Open the newly created "Progress Notes (Group and Individual)" form. Create a progress note for an existing appointment and attach the note to the appointment. Click the "Signature" button. Save the note as draft. Retrieve the drafted note and finalize it. Validate the document preview displays the signature. Route the document to an approver. Login as the approver. Navigate to the "ToDo" widget. Locate the "ToDo" item for the document that was just saved. Validate the signature displays on the document. Open the "Clinical Document Viewer" form. Locate the document that was just saved. Validate the signature displays on the document. Navigate to the "Progress Notes Widget". Locate the document that was just saved. Validate the signature displays on the document. Open the newly created "Progress Notes (Group and Individual)" form. Create a progress note for an existing appointment and attach the note to the appointment. Click the "Signature" button. Save the note as draft. Retrieve the drafted note and finalize it. Validate the document preview displays the signature. Accept the document without routing it. Navigate to the "ToDo" widget. Locate the "ToDo" item for the document that was just saved. Validate the signature displays on the document. Open the "Clinical Document Viewer" form. Locate the document that was just saved. Validate the signature displays on the document. Navigate to the "Progress Notes Widget". Locate the document that was just saved. Validate the signature displays on the document. Open the newly created "Progress Notes (Group and Individual)" form. Create a progress note for an existing appointment and attach the note to the appointment. Click the "Signature" button. Finalize the note without drafting it. Validate the document preview displays the signature. Accept the document without routing it. Navigate to the "ToDo" widget. Locate the "ToDo" item for the document that was just saved. Validate the signature displays on the document. Open the "Clinical Document Viewer" form. Locate the document that was just saved. Validate the signature displays on the document. Navigate to the "Progress Notes Widget". Locate the document that was just saved. Validate the signature displays on the document. Access the "Document Routing Setup" form to disable document routing for the form using to test with. Open the newly created "Progress Notes (Group and Individual)" form. Create a progress note for an existing appointment and attach the note to the appointment. Click the "Signature" button. Finalize the note without drafting it. Validate the document preview displays the signature. Navigate to the "ToDo" widget. Locate the "ToDo" item for the document that was just saved. Validate the signature displays on the document. Navigate to the "Progress Notes Widget". Locate the document that was just saved. Validate the signature displays on the document. Open the newly created "Progress Notes (Group and Individual)" form. Create a progress note for an existing appointment and attach the note to the appointment. Click the "Signature" button. Create a draft. Retrieve the draft. Finalize the note. Validate the document preview displays the signature. Navigate to the "ToDo" widget. Locate the "ToDo" item for the document that was just saved. Validate the signature displays on the document. Navigate to the "Progress Notes Widget". Locate the document that was just saved. Validate the signature displays on the document. Scenario 4: Progress Notes (Group and Individual) - Signature - Existing Service Specific Setup: Using "Create New Progress Notes" form: Generate a new Progress Notes (Group and Individual) form. Using the "Site Specific Section Modeling" form under the CWS menu: Add a "SS Signature Pad" field to the newly created "Progress Notes (Group and Individual)" form. Set "Signature Command Button Caption" to the desired label for the command button. Set "Signature Line 1" to "Signature". Submit the form. Using the "User Definition" or "User Role Definition" form: Give the user access to the form under the "Forms and Tables" section. Submit the form. Using "Document Routing Setup": Enable document routing for the newly created "Progress Notes (Group and Individual)" form. "Ambulatory Progress Notes" form. Admit a test client into any episode. Add the "Progress Notes Widget" to the user's home view. Using the "Client Charge Input" form: Add 7 charges for the test client (one for each use case). Steps Open the newly created "Progress Notes (Group and Individual)" form. Create a progress note for an existing service and attach the service to the note. Click the "Signature" button. Finalize the note without saving it as a draft. Validate the document preview displays the signature. Route the document to an approver. Login as the approver. Navigate to the "ToDo" widget. Locate the "ToDo" item for the document that was just saved. Validate the signature displays on the document. Open the "Clinical Document Viewer" form. Locate the document that was just saved. Validate the signature displays on the document. Navigate to the "Progress Notes Widget". Locate the document that was just saved. Validate the signature displays on the document. Open the newly created "Progress Notes (Group and Individual)" form. Create a progress note for an existing service and attach the service to the note. Click the "Signature" button. Save the note as draft. Retrieve the drafted note and finalize it. Validate the document preview displays the signature. Route the document to an approver. Login as the approver. Navigate to the "ToDo" widget. Locate the "ToDo" item for the document that was just saved. Validate the signature displays on the document. Open the "Clinical Document Viewer" form. Locate the document that was just saved. Validate the signature displays on the document. Navigate to the "Progress Notes Widget". Locate the document that was just saved. Validate the signature displays on the document. Open the newly created "Progress Notes (Group and Individual)" form. Create a progress note for an existing service and attach the service to the note. Click the "Signature" button. Save the note as draft. Retrieve the drafted note and finalize it. Validate the document preview displays the signature. Accept the document without routing it. Navigate to the "ToDo" widget. Locate the "ToDo" item for the document that was just saved. Validate the signature displays on the document. Open the "Clinical Document Viewer" form. Locate the document that was just saved. Validate the signature displays on the document. Navigate to the "Progress Notes Widget". Locate the document that was just saved. Validate the signature displays on the document. Open the newly created "Progress Notes (Group and Individual)" form. Create a progress note for an existing service and attach the service to the note. Click the "Signature" button. Finalize the note without drafting it. Validate the document preview displays the signature. Accept the document without routing it. Navigate to the "ToDo" widget. Locate the "ToDo" item for the document that was just saved. Validate the signature displays on the document. Open the "Clinical Document Viewer" form. Locate the document that was just saved. Validate the signature displays on the document. Navigate to the "Progress Notes Widget". Locate the document that was just saved. Validate the signature displays on the document. Access the "Document Routing Setup" form to disable document routing for the form using to test with. Open the newly created "Progress Notes (Group and Individual)" form. Create a progress note for an existing service and attach the service to the note. Click the "Signature" button. Finalize the note without drafting it. Validate the document preview displays the signature. Navigate to the "ToDo" widget. Locate the "ToDo" item for the document that was just saved. Validate the signature displays on the document. Navigate to the "Progress Notes Widget". Locate the document that was just saved. Validate the signature displays on the document. Open the newly created "Progress Notes (Group and Individual)" form. Create a progress note for an existing service and attach the service to the note. Click the "Signature" button. Create a draft. Retrieve the draft. Finalize the note. Validate the document preview displays the signature. Navigate to the "ToDo" widget. Locate the "ToDo" item for the document that was just saved. Validate the signature displays on the document. Navigate to the "Progress Notes Widget". Locate the document that was just saved. Validate the signature displays on the document. Scenario 5: Ambulatory Progress Notes - Signature - New Service Specific Setup: Using the "Site Specific Section Modeling" form under the CWS menu: Add a "SS Signature Pad" field to the "Ambulatory Progress Notes" form. Set "Signature Command Button Caption" to the desired label for the command button. Set "Signature Line 1" to "Signature". Submit the form. Using the "User Definition" or "User Role Definition" form: Give the user access to the form under the "Forms and Tables" section. Submit the form. Using "Document Routing Setup": Enable document routing for the "Ambulatory Progress Notes" form. Admit a test client into any episode. Add the "Progress Notes Widget" to the user's home view. Steps Open the "Ambulatory Progress Notes" form. Create a progress note. Click the "Signature" button. Finalize the note. Validate the document preview displays the signature. Route the document to an approver. Login as the approver. Navigate to the "ToDo" widget. Locate the "ToDo" item for the document that was just saved. Validate the signature displays on the document. Open the "Clinical Document Viewer" form. Locate the document that was just saved. Validate the signature displays on the document. Navigate to the "Progress Notes Widget". Locate the document that was just saved. Validate the signature displays on the document.	Topics • Progress Notes • Group Progress Notes • NX
Update 55 Summary \| Details Non-episodic 'Treatment Plan' forms Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Call Intake Treatment Plan Treatment Plan Non-Episodic Scenario 1: Call Intake - Validate non-episodic 'Treatment Plan' form Specific Setup: A non-episodic copy of the 'Treatment Plan' form is defined (Treatment Plan (Non-Episodic)). Steps Access the 'Call Intake' form. Verify the "Select Client" dialog is displayed. Enter any new value in the 'Last Name' field. Enter any new value in the 'First Name' field. Select any value in the 'Sex' field. Click [Search]. Validate a "Search Results" message is displayed stating: No matches found. Click [OK] and [New Client]. Populate all required fields. Submit the form. Note: this client will be referred to as "Client A". Select "Client A" and access the 'Treatment Plan (Non-Episodic)' form. Validate a message is displayed stating: "A client must have a permanent MR# before entering a treatment plan." Click [OK]. Validate the form is not opened. Select "Client A" and access the 'Assign Permanent MR#' form. Validate that 'Temporary ID' contains the existing P# ID. Click [Assign Permanent MR #] and [Yes]. Validate the 'Assigned ID' field contains the permanent MR#. Click [Submit]. Select "Client A" and access the 'Treatment Plan (Non-Episodic)' form. Validate form open successfully. Populate all required and desired fields. Select "Draft" in the 'Treatment Plan Status' field. Click [Submit]. Select "Client A" and access the 'Treatment Plan (Non-Episodic)' form. Select the draft filed in the previous steps and click [Edit]. Validate the form opens successfully. Validate all previously filed data is displayed. Close the form.	Topics • Treatment Plan • Call Intake
Update 56 Summary \| Details 'Patient Health Questionnaire-2' form Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Patient Health Questionnaire-A Patient Health Questionnaire-2 Care Record Mapping Product Final to Draft Override Patient Health Questionnaire-9 Scenario 1: Patient Health Questionnaire-2 - Field Validations Specific Setup: A client is enrolled in an existing episode with a date of birth on file (Client A). The logged in user has an associated practitioner (Practitioner A). The 'Patient Health Questionnaire-2' form must be accessible from the 'Client Chart'. Steps Select "Client A" and access the 'Patient Health Questionnaire-2' form. Validate the 'Assessment Practitioner' field is displayed. Validate the 'Reason For Not Administering' field is displayed. Validate the 'Assessment Status' field is displayed. Validate the 'Depression Evaluation' field is displayed and contains values of "Negative" and "Continue to PHQ-9". Validate the 'Assessment Date' field contains the current date. Validate the 'Assessment Practitioner' contains "Practitioner A". Note: if the user does not have an associated practitioner, this field will be left blank. Select any value in the 'Reason For Not Administering' field. Validate the '1. Little interest or pleasure in doing things' and '2. Feeling down, depressed, or hopeless' fields are now disabled. Clear the value in the 'Reason For Not Administering' field. Validate the '1. Little interest or pleasure in doing things' and '2. Feeling down, depressed, or hopeless' fields are now enabled. Select "Several Days" in the '1. Little interest or pleasure in doing things' field. Select "Several Days" in the '2. Feeling down, depressed, or hopeless' field. Validate the 'Total Score' field contains "2" and is disabled. Validate the 'Depression Evaluation' field contains "Negative" and is disabled. Select "Final" in the 'Assessment Status' field. Validate a message is displayed stating: Once set to "Final", the data will be view only. Click [OK]. Validate all fields are disabled. Click [Submit]. Double click on "Client A" to access the 'Client Chart'. Note: this is for myAvatar environments only. Select the 'Patient Health Questionnaire-2' form on the left-hand side. Validate the data filed in the previous steps is displayed as expected. Close the chart. Access Crystal Reports or other SQL Reporting Tool. Select the CWS namespace. Create a report using the 'SYSTEM.cw_phq2_assessment' SQL table. Validate a row is displayed for the assessment filed for "Client A". Validate all previously filed data displays as expected. Close the report. Scenario 2: Care Record Mapping - Validate mapping for the 'Depression Assessment' to the 'Patient Health Questionnaire-2' form Specific Setup: A client is enrolled in an existing episode with a date of birth on file (Client A). The logged in user has an associated practitioner (Practitioner A). Steps Access the 'Care Record Mapping' form. Select "Depression Assessment" in the 'Type of Assessment' field. Select "[Avatar CWS] Patient Health Questionnaire-2" in the 'Form To Map' field. Select "Patient Health Questionnaire-2" in the 'Section' field. Select "Assessment Date" in the 'Care Record Field Name' field. Select "Assessment Date" in the 'Assessment Field' field. Click [Save Mapping]. Validate a message is displayed stating: Mapping Saved. Click [OK]. Select "Depression Screening Value Negative" in the 'Care Record Field Name' field. Select "Depression Evaluation" in the 'Assessment Field' field. Click [Save Mapping]. Validate a message is displayed stating: Mapping Saved. Click [OK]. Select "Depression Screening Value Positive" in the 'Care Record Field Name' field. Select "Depression Evaluation" in the 'Assessment Field' field. Click [Save Mapping]. Validate a message is displayed stating: Mapping Saved. Click [OK]. Select "Performing Provider" in the 'Care Record Field Name' field. Select "Assessment Practitioner" in the 'Assessment Field' field. Click [Save Mapping]. Validate a message is displayed stating: Mapping Saved. Click [OK]. Select "Reason For Not Screening" in the 'Care Record Field Name' field. Select "Reason For Not Administering" in the 'Assessment Field' field. Click [Save Mapping]. Validate a message is displayed stating: Mapping Saved. Click [OK]. Select "Total Score" in the 'Care Record Field Name' field. Select "Total Score" in the 'Assessment Field' field. Click [Save Mapping]. Validate a message is displayed stating: Mapping Saved. Click [OK] and close the form. Select "Client A" and access the 'Patient Health Questionnaire-2' form. Validate the 'Assessment Date' field contains the current date. Validate the 'Assessment Practitioner' contains "Practitioner A". Select any value in the 'Reason For Not Administering' field. Validate the '1. Little interest or pleasure in doing things' and '2. Feeling down, depressed, or hopeless' fields are now disabled. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains two 'EhrAssessmentResultCreated' records. One for the 'Depression Assessment' mapping defined in 'Care Record Mapping' and the other is triggered whenever the 'Patient Health Questionnaire-2' form is filed. Click [Click To View Record] for the record triggered for the 'Depression Assessment' record. Validate the 'assessmentDate' field contains the current date. Validate the 'assessmentTypeCode' - 'code' field contains "1". Validate the 'assessmentTypeCode' - 'displayName' field contains "DepressionAssessment". Validate the 'providerID' - 'id' field contains "Practitioner A". Validate the 'reasonForNotScreeningCode' - 'code' field contains the code associated to the value selected in the previous steps. Validate the 'reasonForNotScreeningCode' - 'displayName' field contains the value selected in the previous steps. Close the report and the form. Select "Client A" and access the 'Patient Health Questionnaire-2' form. Select the record filed in the previous steps and click [Edit]. Clear the value in the 'Reason For Not Administering' field. Select "Several Days" in the '1. Little interest or pleasure in doing things' field. Select "Several Days" in the '2. Feeling down, depressed, or hopeless' field. Validate the 'Total Score' field contains "2" and is disabled. Validate the 'Depression Evaluation' field contains "Negative" and is disabled. Select "Final" in the 'Assessment Status' field. Validate a message is displayed stating: Once set to "Final", the data will be view only. Click [OK]. Validate all fields are disabled. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains two 'EhrAssessmentResultUpdated' records. One for the 'Depression Assessment' mapping defined in 'Care Record Mapping' and the other is triggered whenever the 'Patient Health Questionnaire-2' form is filed. Click [Click To View Record] for the record triggered for the 'Depression Assessment' record. Validate the 'assessmentDate' field contains the current date. Validate the 'assessmentTypeCode' - 'code' field contains "1". Validate the 'assessmentTypeCode' - 'displayName' field contains "DepressionAssessment". Validate the 'providerID' - 'id' field contains "Practitioner A". Validate the 'reasonForNotScreeningCode' field contains "null". Validate the first 'scorings' - 'categoryIdentifier' field contains "TotalScore". Validate the first 'scorings' - 'score' field contains "2". Validate the second 'scorings' - 'categoryIdentifier' field contains "DepressionEvaluation". Validate the second 'scorings' - 'meaningIdentifier' field contains "N". Validate the third 'scorings' - 'categoryIdentifier' field contains "DepressionEvaluation". Validate the third 'scorings' - 'meaningIdentifier' field contains "N". Close the report and the form. Scenario 3: Product Final to Draft Override - Validate the 'Patient Health Questionnaire-2' form Specific Setup: A client is enrolled in an existing episode with a date of birth on file (Client A). The logged in user has an associated practitioner (Practitioner A). Steps Select "Client A" and access the 'Patient Health Questionnaire-2' form. Validate the 'Assessment Date' field contains the current date. Validate the 'Assessment Practitioner' contains "Practitioner A". Validate the 'Assessment Status' contains "Draft". Select "Several Days" in the '1. Little interest or pleasure in doing things' field. Select "Several Days" in the '2. Feeling down, depressed, or hopeless' field. Validate the 'Total Score' field contains "2" and is disabled. Validate the 'Depression Evaluation' field contains "Negative" and is disabled. Select "Final" in the 'Assessment Status' field. Validate a message is displayed stating: Once set to "Final", the data will be view only. Click [OK]. Validate all fields are disabled. Click [Submit]. Access Crystal Reports or other SQL Reporting Tool. Select the CWS namespace. Create a report using the 'SYSTEM.cw_phq2_assessment' SQL table. Validate a row is displayed for the assessment filed for "Client A". Validate the 'assessment_status_code' field contains "F". Validate the 'assessment_status_value' field contains "Final". Access the 'Product Final to Draft Override' CWS form. Select "Patient Health Questionnaire-2" in the 'Option' field. Select "Client A" in the 'Entity Lookup' field. Select the episode for the assessment filed in the previous steps in the 'Episode Number' field. Click [Select Row]. Select the finalized assessment and click [OK]. Enter the desired value in the 'Override Reason' field. Click [Submit] and close the form. Select "Client A" and access the 'Patient Health Questionnaire-2' form. Select the record filed in the previous steps and click [Edit]. Validate the 'Assessment Status' field now contains "Draft". Close the form. Access Crystal Reports or other SQL Reporting Tool. Refresh the report using the 'SYSTEM.cw_phq2_assessment' SQL table. Validate the 'assessment_status_code' field now contains "D". Validate the 'assessment_status_value' field now contains "Draft". Close the report. Scenario 4: Patient Health Questionnaire-2 - File an assessment with document routing enabled Specific Setup: A client is enrolled in an existing episode with a date of birth on file (Client A). The logged in user has an associated practitioner (Practitioner A). Document routing is enabled on the 'Patient Health Questionnaire-2' form. Steps Select "Client A" and access the 'Patient Health Questionnaire-2' form. Validate the 'Assessment Date' field contains the current date. Validate the 'Assessment Practitioner' contains "Practitioner A". Validate the 'Assessment Status' contains "Draft". Select "Several Days" in the '1. Little interest or pleasure in doing things' field. Select "Several Days" in the '2. Feeling down, depressed, or hopeless' field. Validate the 'Total Score' field contains "2" and is disabled. Validate the 'Depression Evaluation' field contains "Negative" and is disabled. Select "Final" in the 'Assessment Status' field. Validate a message is displayed stating: Once set to "Final", the data will be view only. Click [OK]. Validate all fields are disabled. Click [Submit]. Validate a 'Confirm Document' document routing dialog is displayed. Validate the data filed in the previous steps displays as expected. Click [Accept and Route]. Enter the password associated to the logged in user and click [Verify]. Select "Practitioner A" as the approver and click [Submit]. Navigate to the 'My To Do's' widget. Validate a To-Do is displayed for "Client A". Review the To-Do. Validate the document displays as expected. Click [Accept]. Enter the password associated to the logged in user and click [Verify]. Validate the To-Do is no longer displayed for "Client A". Scenario 5: Patient Health Questionnaire-2 - Validate a score of 3 or more launches the 'Patient Health Questionnaire-A' form for clients under age 18 Specific Setup: RADplus 2023 Update 90 must be installed. A client is enrolled in an existing episode with a date of birth below the age of 18 (Client A). The logged in user has an associated practitioner (Practitioner A). Steps Select "Client A" and access the 'Patient Health Questionnaire-2' form. Validate the 'Assessment Date' field contains the current date. Validate the 'Assessment Practitioner' contains "Practitioner A". Validate the 'Assessment Status' contains "Draft". Select "More Than Half The Days" in the '1. Little interest or pleasure in doing things' field. Select "More Than Half The Days" in the '2. Feeling down, depressed, or hopeless' field. Validate the 'Total Score' field contains "4" and is disabled. Validate the 'Depression Evaluation' field contains "Continue to PHQ-9" and is disabled. Select "Final" in the 'Assessment Status' field. Validate a message is displayed stating: Once set to "Final", the data will be view only. Click [OK]. Validate all fields are disabled. Click [Submit]. Validate the 'Patient Health Questionnaire-A' form is now displayed. Validate the '1. Little interest or pleasure in doing things' field contains "More Than Half The Days". Validate the '2. Feeling down, depressed, or hopeless' field contains "More Than Half The Days". Populate all other required and desired fields. Select "Final" in the 'Assessment Status' field. Validate a message is displayed stating: Once set to "Final", the data will be view only. Click [OK]. Validate all fields are disabled. Click [Submit]. Select "Client A" and access the 'Patient Health Questionnaire-2' form. Select the finalized assessment filed in the previous steps and click [Edit]. Validate a message is displayed stating: This record is marked as "Final". Data can be viewed only. Click [OK]. Validate all previously filed data is displayed. Close the form. Select "Client A" and access the 'Patient Health Questionnaire-A' form. Select the finalized assessment filed in the previous steps and click [Edit]. Validate a message is displayed stating: This record is marked as "Final". Data can be viewed only. Click [OK]. Validate all previously filed data is displayed. Close the form. Scenario 6: Care Record Mapping - Validate mapping for the 'Depression Assessment' to the 'Patient Health Questionnaire-A' form Specific Setup: A client is enrolled in an existing episode (Client A). The logged in user has an associated practitioner (Practitioner A). Steps Access the 'Care Record Mapping' form. Select "Depression Assessment" in the 'Type of Assessment' field. Select "[Avatar CWS] Patient Health Questionnaire-A" in the 'Form To Map' field. Select "Patient Health Questionnaire-2" in the 'Section' field. Select "Assessment Date" in the 'Care Record Field Name' field. Select "Assessment Date" in the 'Assessment Field' field. Click [Save Mapping]. Validate a message is displayed stating: Mapping Saved. Click [OK]. Select "Performing Provider" in the 'Care Record Field Name' field. Select "Assessment Practitioner" in the 'Assessment Field' field. Click [Save Mapping]. Validate a message is displayed stating: Mapping Saved. Click [OK]. Select "Reason For Not Screening" in the 'Care Record Field Name' field. Select "Reason For Not Administering" in the 'Assessment Field' field. Validate a message is displayed stating: Mapping Saved. Click [OK]. Repeat as needed for any other desired mappings. Close the form. Select "Client A" and access the 'Patient Health Questionnaire-A' form. Validate the 'Assessment Date' field contains the current date. Validate the 'Assessment Practitioner' field contains "Practitioner A". Select any value in the 'Reason For Not Administering' field. Select the desired value in the 'Assessment Status' field. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains two 'EhrAssessmentResultCreated' records. One for the 'Depression Assessment' mapping defined in 'Care Record Mapping' and the other is triggered whenever the 'Patient Health Questionnaire-A' form is filed. Click [Click To View Record] for the record triggered for the 'Depression Assessment' record. Validate the 'assessmentDate' field contains the current date. Validate the 'assessmentTypeCode' - 'code' field contains "1". Validate the 'assessmentTypeCode' - 'displayName' field contains "DepressionAssessment". Validate the 'providerID' - 'id' field contains "Practitioner A". Validate the 'reasonForNotScreeningCode' - 'code' field contains the code associated to the value selected in the previous steps. Validate the 'reasonForNotScreeningCode' - 'displayName' field contains the value selected in the previous steps. Close the report and the form. Scenario 7: Care Record Mapping - Validate mapping for the 'Depression Assessment' to the 'Patient Health Questionnaire-9' form Specific Setup: A client is enrolled in an existing episode with a date of birth on file (Client A). The logged in user has an associated practitioner (Practitioner A). Steps Access the 'Care Record Mapping' form. Select "Depression Assessment" in the 'Type of Assessment' field. Select "[Avatar CWS] Patient Health Questionnaire-9" in the 'Form To Map' field. Select "Patient Health Questionnaire-9" in the 'Section' field. Select "Assessment Date" in the 'Care Record Field Name' field. Select "Assessment Date" in the 'Assessment Field' field. Click [Save Mapping]. Validate a message is displayed stating: Mapping Saved. Click [OK]. Select "Performing Provider" in the 'Care Record Field Name' field. Select "Assessment Practitioner" in the 'Assessment Field' field. Click [Save Mapping]. Validate a message is displayed stating: Mapping Saved. Click [OK]. Select "Reason For Not Screening" in the 'Care Record Field Name' field. Select "Reason For Not Administering" in the 'Assessment Field' field. Validate a message is displayed stating: Mapping Saved. Click [OK]. Repeat as needed for any other desired mappings. Close the form. Select "Client A" and access the 'Patient Health Questionnaire-9' form. Validate the 'Assessment Date' field contains the current date. Validate the 'Assessment Practitioner' field contains "Practitioner A". Select any value in the 'Reason For Not Administering' field. Select the desired value in the 'Assessment Status' field. Click [Submit]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' contains two 'EhrAssessmentResultCreated' records. One for the 'Depression Assessment' mapping defined in 'Care Record Mapping' and the other is triggered whenever the 'Patient Health Questionnaire-9' form is filed. Click [Click To View Record] for the record triggered for the 'Depression Assessment' record. Validate the 'assessmentDate' field contains the current date. Validate the 'assessmentTypeCode' - 'code' field contains "1". Validate the 'assessmentTypeCode' - 'displayName' field contains "DepressionAssessment". Validate the 'providerID' - 'id' field contains "Practitioner A". Validate the 'reasonForNotScreeningCode' - 'code' field contains the code associated to the value selected in the previous steps. Validate the 'reasonForNotScreeningCode' - 'displayName' field contains the value selected in the previous steps. Close the report and the form. Scenario 8: Patient Health Questionnaire-2 - Validate a score of 3 or more launches the 'Patient Health Questionnaire-9' form for clients age 18 and older Specific Setup: RADplus 2023 Update 90 must be installed. A client is enrolled in an existing episode with a date of birth above the age of 18 (Client A). The logged in user has an associated practitioner (Practitioner A). Steps Select "Client A" and access the 'Patient Health Questionnaire-2' form. Validate the 'Assessment Date' field contains the current date. Validate the 'Assessment Practitioner' contains "Practitioner A". Validate the 'Assessment Status' contains "Draft". Select "More Than Half The Days" in the '1. Little interest or pleasure in doing things' field. Select "More Than Half The Days" in the '2. Feeling down, depressed, or hopeless' field. Validate the 'Total Score' field contains "4" and is disabled. Validate the 'Depression Evaluation' field contains "Continue to PHQ-9" and is disabled. Select "Final" in the 'Assessment Status' field. Validate a message is displayed stating: Once set to "Final", the data will be view only. Click [OK]. Validate all fields are disabled. Click [Submit]. Validate the 'Patient Health Questionnaire-9' form is now displayed. Validate the '1. Little interest or pleasure in doing things' field contains "More Than Half The Days". Validate the '2. Feeling down, depressed, or hopeless' field contains "More Than Half The Days". Populate all other required and desired fields. Select "Final" in the 'Assessment Status' field. Validate a message is displayed stating: Once set to "Final", the data will be view only. Click [OK]. Validate all fields are disabled. Click [Submit]. Select "Client A" and access the 'Patient Health Questionnaire-2' form. Select the finalized assessment filed in the previous steps and click [Edit]. Validate a message is displayed stating: This record is marked as "Final". Data can be viewed only. Click [OK]. Validate all previously filed data is displayed. Close the form. Select "Client A" and access the 'Patient Health Questionnaire-9' form. Select the finalized assessment filed in the previous steps and click [Edit]. Validate a message is displayed stating: This record is marked as "Final". Data can be viewed only. Click [OK]. Validate all previously filed data is displayed. Close the form.	Topics • Patient Health Questionnaire-2 • Care Record Mapping • Product Final to Draft Override • Document Routing • Patient Health Questionnaire-A • NX • CareFabric Monitor • Patient Health Questionnaire - 9
Update 57 Summary \| Details Registry Setting - Ensure Service Program Matches Assigned Services on Charge Input Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Treatment Plan Scenario 1: Treatment Plan - validate the "Assigned Services" grid Specific Setup: A client must be admitted to an active episode (Client A). A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view). Document routing must be enabled for the 'Treatment Plan' form. The 'Assign Services' section in the 'Program Maintenance' form has 'Enable Service Entry Restriction for Program' set to 'Yes' for one or more programs. The following registry setting must be enabled: 'Enable Service Entry Restriction by Client Treatment Plan' 'Activate Program/Service Code Filter' Steps Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Set the 'Plan Date' field to the current date. Select any value from the 'Plan Type' field. Select "Draft" in the 'Draft/Final' field. Click [Launch Plan]. Click [Add New Problem]. Select any value in the 'Problem Code' field. Select 'Active' from the 'Status (Problem List)' field. Enter any value in the 'Problem' field. Select any value from the 'Status' field. Click [Add New Goal]. Enter any value in the 'Goal' field. Select any value from the 'Status' field. Click [Add New Objective]. Enter any value in the 'Objective' field. Select any value from the 'Status' field. Click [Add New Intervention]. Enter any value in the 'Intervention' field. Select any value from the 'Status' field. Click [Add Service] in the 'Assigned Services' field. Populate the 'Service Program' field. Enter a search value in the 'Service Code' field to bring up the listing of service code values. Select any service code. Validate the service code field is populated as expected in the 'Service Code' field. Select any value in the 'Frequency' field. Select any value in the 'Duration' field. Select any value in the 'Service Mode' field. Select any value in the 'Place of Service' field. Enter any value in the 'Amount' field. Enter any value in the 'Agency and Staff Responsible' field. Click [Return To Plan]. Click [Launch Plan] to display the existing plan. Click on the 'Intervention' entered in the previous steps. Validate the 'Assigned Services' field is populated with the values from the previous steps. Click [Add New Intervention]. Populate the 'Intervention' and 'Status' fields. Click [Copy Service]. Validate an 'Add Services From Other Interventions' dialog displays. Select the intervention and click [Copy]. Validate the 'Assigned Services' field displays the values from the previous intervention. Select the field and click [Delete Service]. Validate the values no longer display. Click [Return To Plan]. Click [Submit]. Validate the plan submits successfully. Select "Client A" and access the 'Treatment Plan' form. Click to edit the row just submitted. Click [Launch Plan]. Click the 'Interventions' item on the plan tree. Validate the 'Assigned Services' grid columns display the expected values. Click [Return To Plan]. Select "Final" in the 'Draft/Final' field. Click [Submit]. Validate a 'Confirm Document' dialog and validate the data displays as expected. Click [Sign]. Enter the password and click [Verify]. Navigate to the 'All Documents' view. Select 'All Forms'. Select "Treatment Plan" in the 'Form Description' field. Validate the plan from the previous steps displays and select it. Validate the plan displays as expected in the 'Console Widget Viewer'.	Topics • Treatment Plan
Update 58 Summary \| Details Progress Notes (Group and Individual) Scenario 1: 'Progress Notes (Group and Individual)' - New Service note Specific Setup: A client must be defined (Client A). The 'Progress Notes' widget must be accessible on the HomeView. Set the 'Default Staff Associated With Current Login User' option is "N" in 'Registry Setting'. Steps Access the 'Progress Notes (Group and Individual)' form. Select "Client A" in the 'Select Client' field. Select "New Service" in the 'Progress Note For' field. Select any value in the 'Note Type' field. Enter any value in the 'Notes Field' field. Enter the current date in the 'Date Of Service' field. Enter any service code in the 'Service Charge Code' field. Enter any value in the 'Service Duration' field. Select "Final" in the 'Draft/Final' field. Click [File Note]. Validate a message is displayed stating: Note Filed. Do you want to return to the Progress Notes form? Click [No] and the form closes. Select "Client A" and navigate to the 'Progress Notes' widget. Validate the note filed in the previous steps is displayed. Scenario 2: Copy of Progress Notes (Group and Individual) Specific Setup: Create a copy of the Progress Notes (Group and Individual) form. Steps Open the copy of "Progress Notes (Group and Individual)" form. Create a Progress Note for an individual. Fill out all the required fields and Service Duration for a New Service. Select 'Draft' in 'Draft/Final'. Click [File Note]. Validate a message is displayed stating: Note Filed. Do you want to return to the Progress Notes form? Click [Yes] to remain in the form. Retrieve the drafted note and validate that the data was retained. Mark the note as 'Final' and submit.	Topics • Group Progress Notes • Progress Notes
Update 59 Summary \| Details Progress Notes (Group and Individual) - Group Default Notes - 'Default Note Type' Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Group Registration Scenario 1: Progress Notes (Group and Individual) - Group New Service - Validate 'Default Note Type' Specific Setup: A group (Group A) is defined with two group members (Client A & Client B). A group (Group B) is defined with two group members (Client C & Client D). A practitioner is associated to the logged in user (Practitioner A). The 'Progress Notes' widget must be accessible on the HomeView. The 'Limit Note Type' registry setting is disabled. The 'Limit Note Types By Practitioner Category' registry setting is disabled. An active note type is defined in the '(10751) Note Type' data element in the 'Dictionary Update' CWS form (Note Type A). An active note type is defined in the '(10751) Note Type' data element in the 'Dictionary Update' CWS form (Note Type B). Steps Access the 'Group Registration' form for "Group A". Validate the 'Default Note Type' field is displayed. Select "Note Type A" in the 'Default Note Type' field. Click [Submit]. Access the 'Group Registration' form for "Group B". Validate the 'Default Note Type' field is displayed. Select "Note Type B" in the 'Default Note Type' field. Click [Submit]. Access the 'Progress Notes (Group and Individual)' form. Select the "Group Default Notes" section. Enter the current date in the 'Date Of Group' field. Select "Practitioner A" in the 'Practitioner' field. Select "New Service" in the 'Progress Note For' field. Select "Group A" in the 'Group Name Or Number' field. Validate the 'Note Type' field contains "Note Type A". Select "Group B" in the 'Group Name Or Number' field. Validate a warning message is displayed stating: This group has a default note type that is different than what is currently selected. Do you want to change to the default? Click [Yes]. Validate the 'Note Type' field contains "Note Type B". Select "Group A" in the 'Group Name Or Number' field. Validate a warning message is displayed stating: This group has a default note type that is different than what is currently selected. Do you want to change to the default? Click [No]. Validate the 'Note Type' field still contains "Note Type B". Enter the desired value in the 'Note' field. Select the desired value in the 'Service Charge Code' field. Select the desired value in the 'Service Program' field. Populate any other required and desired fields. Click [File Note]. Validate a message is displayed stating: Progress notes are filed. Click [OK]. Select the "Individual Progress Notes" section. Select "Group A" in the 'Group Name Or Number' field. Enter the current date in the 'Note Date' field. Validate the 'Select Note to Edit' field contains group scratch notes for "Client A" and "Client B". Select the note for "Client A" in the 'Select Note To Edit' field. Validate all fields populate based off the values entered in the group note. Validate the 'Note Type' field contains "Note Type B". Individualize the note as desired and file the note. Repeat steps 2o-2q for "Client B". Close the form. Select "Client A" and access the 'Progress Notes' widget. Validate the progress note filed in the previous steps is displayed. Select "Client B" and access the 'Progress Notes' widget. Validate the progress note filed in the previous steps is displayed. Scenario 2: Progress Notes (Group and Individual) - Group Existing Service - Validate 'Default Note Type' Specific Setup: A group (Group A) is defined with two group members (Client A & Client B). A group (Group B) is defined with two group members (Client C & Client D). A practitioner is associated to the logged in user (Practitioner A). "Group A" and "Group B" have a service with "Practitioner A" for the current date. The 'Progress Notes' widget must be accessible on the HomeView. The 'Limit Note Type' registry setting is disabled. The 'Limit Note Types By Practitioner Category' registry setting is disabled. An active note type is defined in the '(10751) Note Type' data element in the 'Dictionary Update' CWS form (Note Type A). An active note type is defined in the '(10751) Note Type' data element in the 'Dictionary Update' CWS form (Note Type B). Steps Access the 'Group Registration' form for "Group A". Validate the 'Default Note Type' field is displayed. Select "Note Type A" in the 'Default Note Type' field. Click [Submit]. Access the 'Group Registration' form for "Group B". Validate the 'Default Note Type' field is displayed. Select "Note Type B" in the 'Default Note Type' field. Click [Submit]. Access the 'Progress Notes (Group and Individual)' form. Select the "Group Default Notes" section. Enter the current date in the 'Date Of Group' field. Select "Practitioner A" in the 'Practitioner' field. Select "Existing Service" in the 'Progress Note For' field. Select the service for "Group A" in the 'Note Addresses Which Existing Service/Appointment' field. Validate the 'Group Name Or Number' field contains "Group A". Validate "Note Type A" is defaulted into the 'Note Type' field. Select the service for "Group B" in the 'Note Addresses Which Existing Service/Appointment' field. Validate a warning message is displayed stating: This group has a default note type that is different than what is currently selected. Do you want to change to the default? Click [Yes]. Validate the 'Group Name Or Number' field contains "Group B". Validate the 'Note Type' field contains "Note Type B". Select the service for "Group A" in the 'Note Addresses Which Existing Service/Appointment' field. Validate a warning message is displayed stating: This group has a default note type that is different than what is currently selected. Do you want to change to the default? Click [No]. Validate the 'Group Name Or Number' field contains "Group A". Validate the 'Note Type' field still contains "Note Type B". Enter the desired value in the 'Note' field. Click [File Note]. Validate a message is displayed stating: Progress notes are filed. Click [OK]. Select the "Individual Progress Notes" section. Select "Group A" in the 'Group Name Or Number' field. Enter the current date in the 'Note Date' field. Validate the 'Select Note to Edit' field contains group scratch notes for "Client A" and "Client B". Select the note for "Client A" in the 'Select Note To Edit' field. Validate all fields populate based off the values entered in the group note. Validate the 'Note Type' field contains "Note Type B". Individualize the note as desired and file the note. Repeat steps 2o-2q for "Client B". Close the form. Select "Client A" and access the 'Progress Notes' widget. Validate the progress note filed in the previous steps is displayed. Select "Client B" and access the 'Progress Notes' widget. Validate the progress note filed in the previous steps is displayed. Scenario 3: Progress Notes (Group and Individual) - Group Existing Appointment - Validate 'Default Note Type' Specific Setup: A group (Group A) is defined with two group members (Client A & Client B). A group (Group B) is defined with two group members (Client C & Client D). A practitioner is associated to the logged in user (Practitioner A). "Group A" and "Group B" have an appointment scheduled with "Practitioner A" for the current date. The 'Progress Notes' widget must be accessible on the HomeView. The 'Limit Note Type' registry setting is disabled. The 'Limit Note Types By Practitioner Category' registry setting is disabled. An active note type is defined in the '(10751) Note Type' data element in the 'Dictionary Update' CWS form (Note Type A). An active note type is defined in the '(10751) Note Type' data element in the 'Dictionary Update' CWS form (Note Type B). Steps Access the 'Group Registration' form for "Group A". Validate the 'Default Note Type' field is displayed. Select "Note Type A" in the 'Default Note Type' field. Click [Submit]. Access the 'Group Registration' form for "Group B". Validate the 'Default Note Type' field is displayed. Select "Note Type B" in the 'Default Note Type' field. Click [Submit]. Access the 'Progress Notes (Group and Individual)' form. Select the "Group Default Notes" section. Enter the current date in the 'Date Of Group' field. Select "Practitioner A" in the 'Practitioner' field. Select "Existing Appointment" in the 'Progress Note For' field. Select the appointment for "Group A" in the 'Note Addresses Which Existing Service/Appointment' field. Validate the 'Group Name Or Number' field contains "Group A". Validate "Note Type A" is defaulted into the 'Note Type' field. Select the appointment for "Group B" in the 'Note Addresses Which Existing Service/Appointment' field. Validate a warning message is displayed stating: This group has a default note type that is different than what is currently selected. Do you want to change to the default? Click [Yes]. Validate the 'Group Name Or Number' field contains "Group B". Validate the 'Note Type' field contains "Note Type B". Select the appointment for "Group A" in the 'Note Addresses Which Existing Service/Appointment' field. Validate a warning message is displayed stating: This group has a default note type that is different than what is currently selected. Do you want to change to the default? Click [No]. Validate the 'Group Name Or Number' field contains "Group A". Validate the 'Note Type' field still contains "Note Type B". Enter the desired value in the 'Note' field. Click [File Note]. Validate a message is displayed stating: Progress notes are filed. Click [OK]. Select the "Individual Progress Notes" section. Select "Group A" in the 'Group Name Or Number' field. Enter the current date in the 'Note Date' field. Validate the 'Select Note to Edit' field contains group scratch notes for "Client A" and "Client B". Select the note for "Client A" in the 'Select Note To Edit' field. Validate all fields populate based off the values entered in the group note. Validate the 'Note Type' field contains "Note Type B". Individualize the note as desired and file the note. Repeat steps 2o-2q for "Client B". Close the form. Select "Client A" and access the 'Progress Notes' widget. Validate the progress note filed in the previous steps is displayed. Select "Client B" and access the 'Progress Notes' widget. Validate the progress note filed in the previous steps is displayed. Scenario 4: Progress Notes (Group and Individual) - Group Independent Note - Validate 'Default Note Type' Specific Setup: A group (Group A) is defined with two group members (Client A & Client B). A group (Group B) is defined with two group members (Client C & Client D). A practitioner is associated to the logged in user (Practitioner A). The 'Progress Notes' widget must be accessible on the HomeView. The 'Limit Note Type' registry setting is disabled. The 'Limit Note Types By Practitioner Category' registry setting is disabled. An active note type is defined in the '(10751) Note Type' data element in the 'Dictionary Update' CWS form (Note Type A). An active note type is defined in the '(10751) Note Type' data element in the 'Dictionary Update' CWS form (Note Type B). Steps Access the 'Group Registration' form for "Group A". Validate the 'Default Note Type' field is displayed. Select "Note Type A" in the 'Default Note Type' field. Click [Submit]. Access the 'Group Registration' form for "Group B". Validate the 'Default Note Type' field is displayed. Select "Note Type B" in the 'Default Note Type' field. Click [Submit]. Access the 'Progress Notes (Group and Individual)' form. Select the "Group Default Notes" section. Enter the current date in the 'Date Of Group' field. Select "Practitioner A" in the 'Practitioner' field. Select "Independent Note" in the 'Progress Note For' field. Select "Group A" in the 'Group Name Or Number' field. Validate the 'Note Type' field contains "Note Type A". Select "Group B" in the 'Group Name Or Number' field. Validate a warning message is displayed stating: This group has a default note type that is different than what is currently selected. Do you want to change to the default? Click [Yes]. Validate the 'Note Type' field contains "Note Type B". Select "Group A" in the 'Group Name Or Number' field. Validate a warning message is displayed stating: This group has a default note type that is different than what is currently selected. Do you want to change to the default? Click [No]. Validate the 'Note Type' field still contains "Note Type B". Enter the desired value in the 'Note' field. Click [File Note]. Validate a message is displayed stating: Progress notes are filed. Click [OK]. Select the "Individual Progress Notes" section. Select "Group A" in the 'Group Name Or Number' field. Enter the current date in the 'Note Date' field. Validate the 'Select Note to Edit' field contains group scratch notes for "Client A" and "Client B". Select the note for "Client A" in the 'Select Note To Edit' field. Validate all fields populate based on the values entered in the group note. Validate the 'Note Type' field contains "Note Type B". Individualize the note as desired and file the note. Repeat steps 2o-2q for "Client B". Close the form. Select "Client A" and access the 'Progress Notes' widget. Validate that the progress note filed in the previous steps is displayed. Select "Client B" and access the 'Progress Notes' widget. Validate that the progress note filed in the previous steps is displayed.	Topics • Progress Notes • Group Progress Notes
Update 60 Summary \| Details Avatar NX - 'Medical Note' Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Facesheet.Client's E&M Appointments My Draft Notes Scenario 1: Medical Note - Finalize an existing appointment note with Add-On Services when document routing is disabled Specific Setup: The Medical Note POV is configured and accessible from the HomeView. The logged in user must have Provider credentials. The Registry Setting 'Enable Multiple Add-On Code Per Primary Code Functionality' must be set to "Y". Add-On codes (Add-On 1 & Add-On 2) must be defined and associated to a Primary Service Code (Service Code A). A client must be enrolled in a primary care program and have an existing appointment scheduled (Client A). Document routing must be disabled on the 'Ambulatory Progress Notes (Diagnosis Entry)' form Steps Access the 'Medical Note' application. Navigate to 'Today's E&M Appointments/Notes'. Click [Start] for the appointment for "Client A". Populate all required fields in the 'Note Details' section. Click [Save]. Navigate to the 'Document' section. Populate all required fields. Navigate to the 'Finalize' section. Enter any value in the 'Face-to-Face Time with Client' field. Select "Service Code A" in the 'CPT Code Selected' field. Click [Add] in the 'Add-On Services' section. Select "Add-On 1" the 'Add-On Service' field. Enter any value in the 'Duration' field. Select any value in the 'Add-On Service Note' field. Click [Save and Add Another]. Select "Add-On 2" the 'Add-On Service' field. Enter any value in the 'Duration' field. Select any value in the 'Add-On Service Note' field. Click [Generate Note] in the 'Note Summary' section. Select "Complete" in the 'Completion Status' field. Click [Sign Off]. Access the 'Client Ledger' form. Enter "Client A" in the 'Client ID' field. Select "All Episodes" from the 'Claim/Episode/All Episodes' field. Select "Simple" from the 'Ledger Type' field. Select "Yes" from the 'Include Zero Charges' field. Click [Process]. Verify the 'Client Ledger Report' page exists. Validate the 'Client Ledger Report' page contains "Service Code A", "Add-On 1", and "Add-On 2". Click [Dismiss] and close the form. Scenario 2: Medical Note - Finalize an existing appointment note with Add-On Services when document routing is enabled Specific Setup: The Medical Note POV is configured and accessible from the HomeView. The logged in user must have Provider credentials. The Registry Setting 'Enable Multiple Add-On Code Per Primary Code Functionality' must be set to "Y". Add-On codes (Add-On 1 & Add-On 2) must be defined and associated to a Primary Service Code (Service Code A). A client must be enrolled in a primary care program and have an existing appointment scheduled (Client A). Document routing must be enabled on the 'Ambulatory Progress Notes (Diagnosis Entry)' form. Steps Access the 'Medical Note' application. Navigate to 'Today's E&M Appointments/Notes'. Click [Start] for the appointment for "Client A". Populate all required fields in the 'Note Details' section. Click [Save]. Navigate to the 'Document' section. Populate all required fields. Navigate to the 'Finalize' section. Enter any value in the 'Face-to-Face Time with Client' field. Select "Service Code A" in the 'CPT Code Selected' field. Click [Add] in the 'Add-On Services' section. Select "Add-On 1" the 'Add-On Service' field. Enter any value in the 'Duration' field. Select any value in the 'Add-On Service Note' field. Click [Save and Add Another]. Select "Add-On 2" the 'Add-On Service' field. Enter any value in the 'Duration' field. Select any value in the 'Add-On Service Note' field. Click [Generate Note] in the 'Note Summary' section. Select "Complete" in the 'Completion Status' field. Click [Sign Off]. Validate a "Confirm Document" dialog is displayed with the note details. Click [Accept]. Verify the "Verify Password" dialog is displayed and enter the password associated to the logged in user. Access the 'Client Ledger' form. Enter "Client A" in the 'Client ID' field. Select "All Episodes" from the 'Claim/Episode/All Episodes' field. Select "Simple" from the 'Ledger Type' field. Select "Yes" from the 'Include Zero Charges' field. Click [Process]. Verify the 'Client Ledger Report' page exists. Validate the 'Client Ledger Report' page contains "Service Code A", "Add-On 1", and "Add-On 2". Click [Dismiss] and close the form. Scenario 3: Medical Note - Validate progress note sign off with Document Routing Specific Setup: The Medical Note POV is configured and accessible from the HomeView. Have two users with associated practitioners (User A & User B). Must be logged in as "User A" initially Both users have the "My To Do's" widget on their home view Document Routing is enabled in the 'Document Routing Setup' form. A client has an existing progress note with all the required fields filled out (ClientA). Steps Select "Client A" and access the 'Medical Note' application. Click [Select Note]. Select [Edit] from the "Client's E&M Appointment" row. Verify the existence of the “Facesheet” section. Complete all required fields on "Document" and "Finalize" tabs. Click the "Finalize" tab and complete all the required fields. Do not select any add-on service codes. Click [Generate Note]. Select "Complete" in the 'Completion Status' field. Click [Sign Off]. Validate a "Confirm Document" dialog is displayed with the note details. Click [Accept and Route]. Enter the password for "User A" in the 'Verify Password' field. Click [OK]. Select the practitioner associated to "User B" as the approver. Click [Submit]. Log out and log in as "User B". Navigate to the "My To Do's" widget. Locate the 'To Do' just routed and click [Approve Document]. Validate the progress note details are displayed. Click [Accept] and [Sign]. Enter the password for "User B" in the 'Verify Password' field. Click [OK]. Validate the To Do is removed from the list. Access the 'Client Ledger' form. Enter "Client A" in the 'Client ID' field. Select "All Episodes" from the 'Claim/Episode/All Episodes' field. Select "Simple" from the 'Ledger Type' field. Select "Yes" from the 'Include Zero Charges' field. Click [Process]. Verify the 'Client Ledger Report' page exists. Validate the 'Client Ledger Report' page contains the service created in the previous steps. Validate no add-on codes are displayed since none were selected in Medical Note. Click [Dismiss] and close the form. 'Progress Notes' web service Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: SoapUI - ProgressNotes.Client.Request SoapUI - ProgressNotes.Client.Request - AddProgressNotes Facesheet.Client's E&M Appointments My Draft Notes Scenario 1: WEBSVC.ProgressNotes.ClientRequest - AddProgressNote - Validate the 'Enable Multiple Add-On Code Per Primary Code Functionality' registry setting Specific Setup: A client must be enrolled in an existing episode (Client A). Must have the 'Progress Notes' widget accessible from the HomeView. The 'Enable Multiple Add-On Code Per Primary Code Functionality' registry setting must be set to "Y". A primary service code must be defined with associated Add On codes (Service Code A). Two add-on service codes are defined (Add On 1 and Add On 2). Steps Access SOAPUI for the 'ProgressNotes.Client.Request' - 'AddProgressNotes' web service. Enter the system code that will be used to log on in the 'SystemCode' field. Enter the username that will be used to log on in the 'UserName' field. Enter the password for the user logging on in the 'Password' field. Enter the desired practitioner ID in the 'Practitioner' field. Enter the desired in the 'NotesField' field. Enter "Note Type A" in the 'NoteType' field. Enter the desired value in the 'Location' field. Enter "F" in the 'DraftFinal' field. Enter "N" in the 'ProgressNoteFor' field. Enter "Service Code A" in the 'ServiceChargeCode' field. Enter the desired value in the 'ServiceProgram' field. Enter the desired date in the 'DateOfService' field. Enter the desired value in the 'ServiceDuration' field. Enter the desired value in the 'AddOnService' - 'Duration' field. Enter the "Add On 1" in the 'AddOnService' - 'ServiceCode' field. Enter the desired value in the 'AddOnService' - 'ServiceNarrative' field. Repeat steps 1n-1p for "Add On 2". Enter "Client A's" PATID in the 'ClientID' field. Enter the desired episode in the 'EpisodeNumber' field. Enter "CWSPN22000" in the 'Option' field. Click [Run]. Validate the 'Confirmation' field contains a Unique ID (ex. Unique ID: NOT65244.001). Validate the 'Message' field contains: Progress Notes web service has been filed successfully. Select "Client A" and navigate to the 'Progress Notes' widget. Validate the 'Progress Notes' widget contains the progress note filed via web service in the previous steps. Validate all previously filed data is displayed. Validate the 'Selected Add-On Services' field contains the filed data for "Add On 1" and "Add On 2". Scenario 2: WEBSVC.ProgressNotes.ClientRequest - EditProgressNote - Validate the 'Enable Multiple Add-On Code Per Primary Code Functionality' registry setting Specific Setup: A client must be enrolled in an existing episode and have a draft progress note filed for a new service(Client A). Must have the 'Progress Notes' widget accessible from the HomeView. The 'Enable Multiple Add-On Code Per Primary Code Functionality' registry setting must be set to "Y". A primary service code must be defined with associated Add On codes (Service Code A). Two add-on service codes are defined (Add On 1 and Add On 2). Steps Access SOAPUI for the 'ProgressNotes.Client.Request' - 'EditProgressNotes' web service. Enter the system code that will be used to log on in the 'SystemCode' field. Enter the username that will be used to log on in the 'UserName' field. Enter the password for the user logging on in the 'Password' field. Populate all required and desired fields. Enter "Service Code A" in the 'ServiceChargeCode' field. Enter the desired value in the 'ServiceDuration' field. Enter the desired value in the 'AddOnService' - 'Duration' field. Enter the "Add On 1" in the 'AddOnService' - 'ServiceCode' field. Enter the desired value in the 'AddOnService' - 'ServiceNarrative' field. Repeat steps 1n-1p for "Add On 2". Enter "Client A's" PATID in the 'ClientID' field. Enter the desired episode in the 'EpisodeNumber' field. Enter the unique ID for the existing draft note in the 'NoteUniqueID' field. Click [Run]. Validate the 'Confirmation' field contains a Unique ID (ex. Unique ID: NOT65244.001). Validate the 'Message' field contains: Progress Notes web service has been filed successfully. Select "Client A" and navigate to the 'Progress Notes' widget. Validate the 'Progress Notes' widget contains the progress note updated via web service in the previous steps. Validate all previously filed data is displayed. Validate the 'Selected Add-On Services' field contains the filed data for "Add On 1" and "Add On 2". Progress Notes - 'Are you releasing to myHealthPointe or External providers?' field Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Site Specific Section Modeling Import/Export (CWS) Scenario 1: Clinical Notes Mapping - Progress Notes (Group and Individual) - Validate the 'ClinicalNoteFinalized' SDK event Specific Setup: A client is enrolled in an existing episode (Client A). The 'Progress Notes (Group and Individual)' form is flagged in the 'Flag Assessment Forms' form. Steps Access the 'Clinical Notes Mapping' form. Select "Progress Note" in the 'Type of CCDA Document' field. Select "[Avatar CWS] Progress Notes (Group and Individual) (CWSPN22000)" in the 'Care Record Form to Map' field. Select "Activities" in the 'Note Type to Map' field. Validate the 'CCDA Document Title' field contains "Progress Note". Select "Social History" in the 'Standard Sections To Include To CCD' field. Select "Yes" in the 'Enabled' field. Click [New Row] in the 'Field Settings' grid. Select "History of Present Illness" in the 'CCDA Field Name' field. Select "[Avatar CWS] Health and Review of Systems (CWS42000)" in the 'Care Record Form/Assessment' field. Select "Past History" in the 'Care Record Field Name' field. Click [Submit] and close the form. Select "Client A" and access the 'Health and Review of Systems' form. Enter the current date in the 'Assessing Date' field. Select the desired value in the 'Type of Client' field. Enter the desired value in the 'Past History' field. Select the desired value in the 'Include In Syndromic Reporting' field. Populate any other desired fields. Select "Final" in the 'Draft/Final' field. Click [Submit] and close the form. Access the 'Progress Notes (Group and Individual)' form. Select "Client A" in the 'Select Client' field. Select the existing episode in the 'Select Episode' field. Select "New Service" in the 'Progress Note For' field. Select "Activities" in the 'Note Type' field. Enter the desired value in the 'Notes Field' field. Select the desired practitioner in the 'Practitioner' field. Enter the current date in the 'Date Of Service' field. Select the desired service code in the 'Service Charge Code' field. Validate the 'Are you releasing to myHealthPointe or External providers?' field is visible and required. Please note: this field will only become visible when a note type that is mapped in the 'Clinical Notes Mapping' form is selected for the progress note form being used. Select "External" in the 'Are you releasing to myHealthPointe or External providers?' field. Select "Final" in the 'Draft/Final' field. Click [File Note]. Validate a message is displayed stating: Note Filed. Click [OK] and close the form. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select "Client A" in the 'Client ID' field. Select "ClinicalNoteFinalized" in the 'Event/Action Search' field. Click [View Activity Log]. Validate a 'ClinicalNoteFinalized' record is displayed. Click [Click To View Record]. Validate the 'documentDescription' field contains "Progress Note". Validate the 'documentID' - 'id' field contains a unique identifier. Validate the 'documentTitle' field contains "Progress Note". Validate the 'historyOfPresentIllness' field contains the 'Past History' filed in the 'Health and Review of Systems' form. Validate the 'includedSectionCodes' - 'code' field contains "Social History". Validate the 'includedSectionCodes' - 'displayName' field contains "Social History". Validate the 'isReleaseExternal' field contains "true". Validate the 'isReleaseToPatient' field contains "false". Close the report and the form. Scenario 2: Site Specific Section Modeling - Progress Note Forms Steps Access the 'Site Specific Section Modeling' CWS form. Select any 'Progress Notes (Group and Individual)' form in the 'Site Specific Section' field. Click [OK]. Select the "Prompt Definition" section. Validate the 'Prompt Definition' grid contains the 'Are you releasing to myHealthPointe or External providers?' field and select it. Click [Edit Selected Item]. Validate the 'Label' field is disabled and contains "Are you releasing to myHealthPointe or External providers?". Validate the 'Initially Enabled' field is disabled and "Yes" is selected. Validate the 'Initially Required' field is disabled and "No" is selected. Validate the 'Exclude from Data Collection Instrument' field is disabled and "No" is selected. Close the form.	Topics • Progress Notes • Medical Note • NX • Web Services • Registry Settings • Site Specific Section Modeling • Site Specific Section Modeling Import/Export
Update 61 Summary \| Details Progress Notes - Document Routing Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Scheduling Calendar Client Charge Input Move Selected Data (PM) Confirm Document.Verify Password Client Sticky Notes Add Non-User Signature (PM) Review/Co-Sign Notes (Home View) Site Specific Section Modeling Import/Export (CWS) Document Viewer Treatment Plan Append Progress Notes Scenario 1: Inpatient Progress Notes - Validate document routing Specific Setup: Document routing must be enabled for the "Inpatient Progress Notes" form. Tester must select a client for testing who has an inpatient episode. Steps Open the "Inpatient Progress Notes" form. Create and finalize a document. Sign the document. Using "Clinical Document Viewer", view and print the document. Validate the document displays and prints. Open the "Inpatient Progress Notes" form. Create and route a progress note to an approver. Sign on as the approver. Locate the document in the approver's "My To Do's" widget. Click on "Approve Document" and approve the document. Using the "Clinical Document Viewer", view the document that was just approved. Open the "Inpatient Progress Notes" form. Create and route a note to multiple approvers. Sign on as the first approver. Locate the document in the approver's "My To Do's" widget. Click on "Approve Document". Click "Accept". Enter the approver's password. Log on as another approver. Locate the document in the approver's "My To Do's" widget. Click on "Approve Document". Click "Accept". Enter the approver's password. Open the "Clinical Document Viewer" form. Select the document that was just routed/finalized. Validate that the document displays and prints. Open the "Inpatient Progress Notes" form. Create a progress note and route to several approvers. Log on as another approver. Locate the document in the approver's "My To Do's" widget. Click on "Approve Document". Click "Accept". Enter the approver's password. Repeat steps 12b-13c for each additional approver. Open "Clinical Document Viewer". Validate the document that was just filed display and prints. Scenario 2: 'Ambulatory Progress Notes' - file a draft Specific Setup: A client must be enrolled in an existing episode (Client A). Steps Scan the Barcode for "Client A" and access the 'Ambulatory Progress Notes' form. Select any value in the 'Progress Note For' field. Enter any value containing special characters in the 'Notes Field'. Populate any desired and required fields. Select "Draft" in the 'Draft/Final' field. Click [Submit]. Access the 'Ambulatory Progress Notes' form. Select the entry just saved and click [Edit]. Click [Notes]. Enter any value containing special characters in the 'Notes' field. Click [File Note]. Click [Notes (1)]. Validate the note displays as expected. Click [Cancel]. Close the form. Scenario 3: Progress Notes (Group and Individual) - Document Routing - "Allow Transcriber" functionality - Approve Specific Setup: A user has an associated staff member and has "Yes" selected in the 'Transcriber' field in 'User Definition (User A). A user has an associated staff member and is not a transcriber in 'User Definition' (User B). "User A" and "User B" have the 'My To Do's' widget on their HomeView. Document routing is enabled for 'Progress Notes (Group and Individual)' and 'Allow Transcriber' is set to "Yes". A client must be enrolled in an existing episode (Client A). Must be logged in as "User A". Please note: this scenario is for Avatar NX systems. Steps Access the 'Progress Notes (Group and Individual)' form. Select "Client A" in the 'Select Client' field. Select "Independent Note" in the 'Progress Note For' field. Select the desired value in the 'Note Type' field. Enter the desired value in the 'Notes Field' field. Select "Final" in the 'Draft/Final' field. Click [File Note]. Validate a "Select Author" dialog is displayed. Select the staff member associated to "User B" in the 'Select Author' field. Click [Submit] and verify successful filing. Log out. Log in as "User B". Navigate to the 'My To Do's' widget. Validate there is a To Do for "Client A". Click [Transcription Review]. Validate the progress note has electronic signatures for the Transcriber (User A) & Author (User B). Click [Progress Notes (Group and Individual)]. Validate an 'Unsaved Changes' dialog stating: "You have unsaved changes would you like to continue?" Click [OK]. Validate the progress note for "Client A" opens as a Draft. Select "Final" in the 'Draft/Final' field. Click [File Note]. Validate a 'Confirm Document' dialog displaying the progress note for "Client A" and click [Accept]. Enter the password associated with the logged in user and click [Verify]. Validate a 'Progress Notes' dialog stating: "Note Filed." and click [OK]. Validate the to do for "Client A" is no longer present in the 'My To Do's' widget. Close the To Do's. Scenario 4: Document Routing - Supervisor "Final Approver" required for Documents Specific Setup: Have a form [TestForm] enabled for "Document Routing" In form "Document Routing Setup" have the following prompts set for [TestForm]: "Approver Required" is set to "Yes" "Require Final Approver" is set to "yes" "Approver List Defaults" set to "Default From Last Filing" Have two users who are staff members. [StaffA] and [StaffB] In form "User Definition" have the following setting set: [StaffA] is set up with prompt "User Can be Final Approver" set to "Yes" and [TestForm] selected in prompt "Select Forms For Final Approval" field [StaffB] is a user who is set up with prompt "Supervisor Approval Required for Documents" set to "Yes" and [TestForm] selected in the "Select Forms Requiring Supervisor" field Log in as [StaffB] Steps Open [TestForm] Select the desired client Populate all required and desired fields. Select "Final" from the 'Draft/Final' field. Click [Submit Note]. At the 'Route Document to' screen Search for and add [StaffB] in the approver search field Click the "Approver" check box next to their name Validate the [Submit] button is not enabled yet Search for and add [StaffA] in the "Supervisor" search field Click the "Final Approver" check box next to their name Validate the [Submit] button is now enabled Click [Submit] Validate the form submits successfully At the home view, navigate to the 'My To Do's' widget. Locate the 'To Do' for the document submitted in step 1 Open the 'To Do' Validate document is displayed as expected Click [Accept] and [Sign]. Validate the 'To Do' is removed from the 'To Do' list Open [TestForm] again Select the desired client Populate all required and desired fields. Select "Final" from the 'Draft/Final' field. Click [Submit Note]. At the 'Route Document to' screen Validate [StaffA] has defaulted in from the last filing in step 1, as expected Search for and add [StaffB] in the approver search field Click the "Approver" check box next to their name Validate the [Submit] button is not enabled yet Click the "Final Approver" check box next [StaffA] Validate the [Submit] button is now enabled Click [Submit] Validate the form submits successfully At the home view, navigate to the 'My To Do's' widget. Locate the 'To Do' for the document submitted in step 2 Open the 'To Do' Validate document is displayed as expected Click [Accept] and [Sign]. Validate the 'To Do' is removed from the 'To Do' list Log out as [StaffB] Log in as [StaffA] At the home view, navigate to the 'My To Do's' widget. Locate the 'To Do' for the document submitted in step 1 Open the 'To Do' Validate document is displayed as expected Click [Accept] and [Sign]. Validate the 'To Do' is removed from the To Do list Return to the 'To Do' list Locate the 'To Do' for the document submitted in step 2 Open the 'To Do' Validate document is displayed as expected Click [Accept] and [Sign]. Validate the 'To Do' is removed from the 'To Do' list Scenario 5: Ambulatory Progress Notes - Reject document workflow Specific Setup: Using the "Document Routing Setup" form, enable document routing for the "Ambulatory Progress Notes" form. Using the "User Definition" form, on the "Appointment Scheduling" section, setup the "Ambulatory Progress Notes" form so it appears on the right click menu in "Scheduling Calendar". Enable the registry setting "Avatar CWS->Progress Notes->Ambulatory Progress Notes->->->Post Appointment When the Note Is Submitted". Admit a new client or select an existing one who is enrolled in an outpatient program. Steps Open the "Scheduling Calendar" form, create a new appointment for the test client. Right click on the new appointment and select the "Ambulatory Progress Notes" form. Generate a progress note, finalize it, and route it to an approver. Close the "Scheduling Calendar" form. Log off and login as the user who is the approver. Navigate to the "MyToDo" widget. Access the "Ambulatory Progress Notes" form and click the "Review" button. Click the "Reject" button. Click the "Sign" button. Close the "MyToDo" widget. Log off. Log back on as the user who was the progress note's author. Navigate to the "MyToDo" widget. Correct the note and finalize it. Click the "Sign" or "Accept" button (depending on configuration). Open the "Client Ledger" and validate a service was generated when the note was finalized. Open the "Clinical Document Viewer", validate the document is stored and can be retrieved. Open the "Scheduling Calendar" form. Create a new appointment for the test client. Close the "Scheduling Calendar" form. Open the "Ambulatory Progress Notes" form. Generate a progress note, finalize it, and route it to an approver. Log off and login as the user who is the approver. Navigate to the "MyToDo" widget. Access the "Ambulatory Progress Notes" form and click the "Review" button. Click the "Reject" button. Click the "Sign" button. Close the "MyToDo" widget. Log off. Log back on as the user who was the progress note's author. Navigate to the "MyToDo" widget. Correct the note and finalize it. Click the "Sign and Route" or "Accept and Route" button (depending on configuration). Route the document to an approver. Log off. Log back on as the user who is the approver. Navigate to the "MyToDo" widget. Click the "Review" button. Click the "Reject" button to reject the document a second time. Close the "MyToDo" widget. Log off Log back on as the note's author. Navigate to the "MyToDo" widget. Locate the note that was rejected again. Finalize the note and route to the approver again. Log off. Log in as the note's approver. Navigate to the "MyToDo" widget. Locate the document and click "Accept" button. Click "Sign" button. Open the "Client Ledger" and validate a service was generated when the note was finalized. Open the "Clinical Document Viewer", validate the document is stored and can be retrieved. Open the "Scheduling Calendar" form, create a new appointment for the test client. Right click on the new appointment and select the "Ambulatory Progress Notes" form. Generate a progress note, finalize it, and route it to 2 approvers. Close the "Scheduling Calendar" form. Log off and login as a user who is an approver. Navigate to the "MyToDo" widget. Access the "Ambulatory Progress Notes" form and click the "Review" button. Click the "Reject" button. Click the "Sign" button. Close the "MyToDo" widget. Log off. Log back on as the user who is the progress note's author. Navigate to the "MyToDo" widget. Correct the note and finalize it. Click the "Sign" or "Accept" button (depending on configuration) and route to 2 approvers. Log off and login as a user who is an approver. Navigate to the "MyToDo" widget. Access the "Ambulatory Progress Notes" form and click the "Review" button. Click the "Accept" button. Click the "Sign" Button. Log off. Log in as the remaining approver. Access the "Ambulatory Progress Notes" form and click the "Review" button. Click the "Accept" button. Click the "Sign" Button. Log off. Log back on as the note's author. Open the "Client Ledger" and validate a service was generated when the note was finalized. Open the "Clinical Document Viewer", validate the document is stored and can be retrieved. Open the "Scheduling Calendar" form, create a new appointment for the test client. Right click on the new appointment and select the "Ambulatory Progress Notes" form. Generate a progress note, finalize it, and sign or accept it. Close the "Scheduling Calendar" form. Open the "Client Ledger" and validate a service was generated when the note was finalized. Open the "Clinical Document Viewer", validate the document is stored and can be retrieved. Scenario 6: Progress Notes - Validate 'Add Non-User Signature' functionality Specific Setup: A client is enrolled in an existing outpatient episode (Client A). Steps Access the 'Document Routing Setup' form. Select "Avatar CWS" in the 'Application' field. Click [Select Form]. Select "Ambulatory Progress Notes" in the 'Select a form to enable Document Routing' field and click [OK]. Select "Yes" in the 'Enable Document Routing' field. Select "No" in the 'Use Crystal Report Template' field. Click [File] and close the form. Select "Client A" and access the 'Ambulatory Progress Notes' form. Select "Independent Note" in the 'Progress Note For' field. Select the desired value in the 'Note Type' field. Enter the desired value in the 'Notes Field' field. Select "Final" in the 'Draft/Final' field. Click [Submit]. Validate a 'Confirm Document' dialog is displayed. Click [Accept]. Enter the password associated to the logged in user and click [Verify]. Access the 'Document Routing Setup' form. Select "Avatar CWS" in the 'Application' field. Click [Select Form]. Select "Ambulatory Progress Notes" in the 'Select a form to enable Document Routing' field and click [OK]. Select "Yes" in the 'Use Crystal Report Template' field. Select the desired crystal report template in the 'Crystal Report' field. Click [File] and close the form. Access the 'Add Non-User Signature' form. Select the form type for 'Ambulatory Progress Notes' in the 'Form Type' field. Select "Client A" in the 'Entity' field. Enter the current date in the 'From Date' and 'To Date' fields. Select the progress note filed in the previous steps in the 'List of Option Documents and Snapshots' field. Click [Display Document]. Validate the document is displayed as expected. Click [Close All Documents and Exit]. Enter the desired value in the 'Comments' field. Click [Sign]. Sign in the 'Please Sign Below' dialog and click [OK]. Validate the signature is displayed. Click [Submit]. Validate a 'Confirm Document' dialog is displayed. Validate the document preview displays as expected and the non-user signature is appended to the end of the document. Click [Accept]. Enter the password associated to the logged in user and click [Verify]. Close the form. Access the 'Clinical Document Viewer' form. Select "Client" in the 'Select Type:' field. Select "Individual" in the 'Select All or Individual Client' field. Select "Client A" in the 'Select Client' field. Click [Process]. Validate the document filed is displayed and select it for viewing. Click [View]. Validate the document displays as expected with the non-user signature appended to the end of the document. Click [Close All Documents] and close the form. Scenario 7: Draft Progress Note Submission (New Service) - 'Send Draft To-Do to Submitting User' Specific Setup: A Client must be admitted to an active episode (Client A). Registry setting 'Send Draft To-Do to Submitting User' must be configured to 'Y'. Logged in user is associated with a Staff member and has the "My To Do's" widget on their home view Steps Select "Client A" from the 'My Clients' list and access the 'Progress Notes (Group and Individual)' form. Select any value from the 'Select Episode' field. Select "New Service" from the 'Progress Note For' field. Select any value from the 'Note Type' field. Set the 'Notes Field' field to any value. Select the 'Practitioner' field to the Practitioner associated to the logged in user. Set the 'Date Of Service' field to today's date. Select any value from the 'Service Program' field. Set the 'Service Charge Code' field to any value. Select "Draft" from 'Draft/Final' field. Click [Submit Note]. Validate that a message is displayed stating "Note Filed". Click [OK]. Leave the progress note form open validating the fields cleared as expected. Navigate back to the 'myDay' view and open the 'My To Do's' list. Click on 'Additional ToDos' and select the To Do created for 'Client A'. Click [Progress Notes (Group and Individual)]. Validate the draft 'Progress Notes (Group and Individual)' for 'Client A' opens successfully. Validate that the draft data defaulted successfully. Complete the remaining required fields. Select 'Final' from the 'Draft/Final' field Click [Submit Note]. Click [Sign]. Set the 'Password' field the password of the current logged in user. Click [Verify]. Validate that a message is displayed stating "Note Filed". Click [OK]. Validate the To Do is removed from the "My To Do's" list, as expected Scenario 8: Document Routing (Progress Notes) - (Accept / Route) Documents with 'Approval Comments' Specific Setup: Have a "Progress Notes" form [TestForm], for example form "Progress Notes (Group and Individual)", that has been enabled for document routing in form "Document Routing Setup" and has prompt "Allow Comments During Approval" to "Yes" [TestForm] includes a "Signature" field Have three users: [StaffA] and [StaffB] are staff members and have the "My To Do's" widget on their home view [StaffC] is a staff member and has the 'Co Signer for Other Practitioners' prompt in the document routing section set to 'Yes'.in form 'User Definition' All three users are set with the "My To Do's" widget on their home view Have a report to display data in the "SYSTEM.DocR.comments" table Log in as [StaffA] Steps Open form [TestForm] and select any client Populate the "Signature" field. Make a note of the signature entered. Set the "Draft/Final" field to "Final". Submit the form. At the "Confirm Document" screen Validate the "Signature" field is populated as expected Click [Accept] Provide the password and click [Verify] At the "Approval Comments" dialog, populate the text field with a desired comment [TestComments]. Make note of the comment entered Click [OK] Open the "Clinical Document Viewer" form. Select the client and click [Process] Select and view the document submitted in step 1. Validate the "Signature" field on the document is populated with signature noted in step 1. Validate the "Comments" entered and noted in step 1, are displayed as expected At the bottom of the document, validate that the document includes the "Electronically Signed By:" field, populated with name of [StaffA] Close the form Run the report or query on the "SYSTEM.DocR.comments" table Validate a row is present for the "Approval Comments" entered in step 1 and is displayed as expected Open [TestForm] and a select any client Populate the "Signature" field. Make a note of the signature entered. Set the "Draft/Final" field to "Final". Submit the form. At the "Confirm Document" screen Validate the "Signature" field is populated as expected Click [Accept and Route] At the "Route To Document" screen, add [StaffA], [StaffB] and [StaffC] as approvers Click [Submit] Log out as [StaffA] Log in as [StaffB] Navigate the "My To Do's widget Click on the "New" tab and validate the To Do sent in step 4, is present Click [Approve Document] At the document preview Validate the "Signature" field on the document is populated with signature noted in step 4 At the bottom of the document, validate that the document includes two "Electronically Signed By:" field signatures: [StaffA] signed as the "Author" and below it, [StaffB] signed as "Staff" Click [Accept] At the "Approval Comments" dialog, populate the text field with a desired comment [TestComments]. Make note of the comment Click [OK] Log out as [StaffB] Log in as [StaffC] Navigate the "My To Do's widget Click on the "Sign" tab In the "Staff" search field, search for [StaffA]. [Note: for Avatar NX, clicking the 'Change' link located in the top left corner of the widget, allows the user to search for another staff member] Validate the To Do sent to [StaffA] is found, select the To Do to review it Validate the "Signature" field on the document is populated with signature noted in step 4 At the bottom of the document, validate that the document includes three "Electronically Signed By:" field signatures: [StaffA] signed as the "Author" [StaffB] signed as "Staff" [StaffC] signed as "Staff" Click [Accept] At the "Approval Comments" dialog, populate the text field with a desired comment [TestComments]. Make note of the comment entered Click [OK] Click [Sign All] Validate the To Do is removed from the To Do list Navigate back to the "My To Do's" widget Click on the "Sign" tab In the "Staff" search field, search for [StaffC]. Validate the To Do sent to [StaffC] in step 4 is present, select the To Do Click [Approve Document] At the document preview Validate the "Signature" field on the document is populated with signature noted in step 4 At the bottom of the document, validate that the document includes three "Electronically Signed By:" field signatures, [StaffA] signed as the "Author", [StaffB] signed as "Staff" [StaffC] signed as "Staff" Click [Accept] At the "Approval Comments" dialog, populate the text field with a desired comment [TestComments]. Make note of the comment entered Click [OK] Open the "Clinical Document Viewer" form. Select the client and click [Process] Select and view the document that was just created in the previous step Validate the "Signature" field on the document is populated with signature noted in step 10 Validate the "Comments" entered noted in step 10, are displayed as expected At the bottom of the document, validate that the document includes three "Electronically Signed By:" field signatures, [StaffA] signed as the "Author" [StaffB] signed as "Staff" Validate the comments entered by [StaffB] are entered in step 7 are displayed as expected [StaffC] signed as "Staff" (Signing for [StaffA]) Validate the comments entered by [StaffC] in step 9, are displayed as expected [StaffC] signed as "Staff" (Signing for [StaffC]) Validate the comments entered by [StaffC] in step 10, are displayed as expected Close the form Run the report or query on the "SYSTEM.DocR.comments" table Validate the following rows are present on the report, displayed as expected: A row displaying the "Approval Comments" entered in step 1 by [StaffA] A row displaying the "Approval Comments" entered in step 7 by [StaffB] A row displaying the "Approval Comments" entered in step 9 by [StaffC] when signing for [StaffA] A row displaying the "Approval Comments" entered in step 10 by [StaffC], signing as [StaffC] Scenario 9: 'Treatment Plan' submission as "Draft"- 'Send Draft To-Do to Submitting User' Specific Setup: A client must be enrolled in an existing episode (Client A) Registry setting 'Send Draft To-Do to Submitting User' must be configured to 'Y' Logged in user is associated with a Staff member and has the "My To Do's" widget on their home view Steps Select "Client A" and access the 'Treatment Plan' form. Click [Plan Date T]. Validate the correct date is displayed in the 'Plan Date' field. Select the desired value in the 'Plan Type' field. Set the desired value in 'Plan Name'. Select "Draft" in the 'Treatment Plan Status' field. Populate any desired problems in the 'Problems' grid. Populate any desired participant in the 'Plan Participants' grid. Populate any desired value in other fields. Click [Submit]. Navigate back to the 'myDay' view and open the 'My To Do's' list. Click on 'Additional ToDos' and select the To Do created for 'Client A'. Click [Treatment Plan]. Validate the draft "Treatment Plan" for 'Client A' opens successfully. Validate that the draft data defaulted successfully. Complete the remaining required fields. Select 'Final' from the 'Draft/Final' field Click [Submit Note]. Click [Sign]. Set the 'Password' field the password of the current logged in user. Click [Verify]. Validate that a message is displayed stating "Note Filed". Click [OK]. Validate the To Do is removed from the "My To Do's" list, as expected Scenario 10: Ambulatory Progress Notes - Validate document routing Specific Setup: Document routing must be enabled for the "Ambulatory Progress Notes" form. Steps Open the "Ambulatory Progress Notes" form. Create and finalize a document. Sign the document. Using "Clinical Document Viewer", view and print the document. Validate the document displays and prints. Open the "Ambulatory Progress Notes" form. Create and route a progress note to an approver. Sign on as the approver. Locate the document in the approver's "My To Do's" widget. Click on "Approve Document" and approve the document. Using the "Clinical Document Viewer", view the document that was just approved. Open the "Ambulatory Progress Notes" form. Create and route a note to multiple approvers. Sign on as the first approver. Locate the document in the approver's "My To Do's" widget. Click on "Approve Document". Click "Accept". Enter the approver's password. Log on as another approver. Locate the document in the approver's "My To Do's" widget. Click on "Approve Document". Click "Accept". Enter the approver's password. Open the "Clinical Document Viewer" form. Select the document that was just routed/finalized. Validate that the document displays and prints. Open the "Ambulatory Progress Notes" form. Create a progress note and route to several approvers. Log on as another approver. Locate the document in the approver's "My To Do's" widget. Click on "Approve Document". Click "Accept". Enter the approver's password. Repeat steps 7b-8c for each additional approver. Open "Clinical Document Viewer". Validate the document that was just filed display and prints. Scenario 11: Copy of Progress Notes (Group and Individual) - Validate document routing Specific Setup: A new copy of the progress note form is created using "Create New Progress Note" form. Document routing is enabled for the copy of the "Progress Notes (Group and Individual)" form. Steps Open the copy of the "Progress Notes (Group and Individual)" form. Create and finalize a document. Sign the document. Using "Clinical Document Viewer", view and print the document. Validate the document displays and prints. Open the copy of the "Progress Notes (Group and Individual)" form. Create and route a progress note to an approver. Sign on as the approver. Locate the document in the approver's "My To Do's" widget. Click on "Approve Document" and approve the document. Using the "Clinical Document Viewer", view the document that was just approved. Open the copy of the "Progress Notes (Group and Individual)" form. Create and route a note to multiple approvers. Sign on as the first approver. Locate the document in the approver's "My To Do's" widget. Click on "Approve Document". Click "Accept". Enter the approver's password. Log on as another approver. Locate the document in the approver's "My To Do's" widget. Click on "Approve Document". Click "Accept". Enter the approver's password. Open the "Clinical Document Viewer" form. Select the document that was just routed/finalized. Validate that the document displays and prints. Open the copy of the "Progress Notes (Group and Individual)" form. Create a progress note and route to several approvers. Log on as another approver. Locate the document in the approver's "My To Do's" widget. Click on "Approve Document". Click "Accept". Enter the approver's password. Repeat steps 29-33 for each additional approver. Open "Clinical Document Viewer". Validate the document that was just filed display and prints. Scenario 12: Append Progress Notes - Append an existing progress note with document routing enabled Specific Setup: Client must be enrolled in an active episode (Client A). "Client A" must have a progress note on file in a 'Final' status - Progress Note form must have been filed with document routing enabled. This progress note must have a lengthy value populated in the 'Notes' field. Steps Select "Client A" and access the 'Append Progress Notes' form. Select the note type for the existing note for "Client A" in the 'Note Type field. Select the date the existing note for "Client A" was filed in the 'List of Notes' field. Validate the 'Original and Appended Notes' contains the notes filed in the existing note for "Client A". Validate the text is not overlapping or overflowing the 'Original and Appended Notes' field. Enter any value in the 'New Comments to Be Appended to the Original Note' field. Click [Submit]. Validate a "Confirm Document" dialog is displayed. Click [Sign]. Enter the password for the logged in user in the 'Enter Password' field. Click [Verify].	Topics • Progress Notes • Document Routing • NX
Update 62 Summary \| Details 'Progress Notes (Group and Individual)' forms - 'Session Start/End Time' fields Scenario 1: Progress Notes (Group and Individual) - Validate 'Session Start Time' and 'Session End Time' fields are disabled for Independent Notes Specific Setup: The Registry Setting 'Avatar CWS->Progress Notes->Progress Notes (Group and Individual)->->->Multiple Start and End Times to Document Sessions' must be set to "Y". A client is enrolled in an existing episode (Client A). Steps Access the 'Progress Notes (Group and Individual)' form. Enter "Client A" in the 'Select Client' field. Select an any episode in the ‘Select Episode’ field. Select "Independent Note" in the ‘Progress Note For’ field. Select any value in the ‘Note Type’ field. Enter any value in the ‘Notes Field’ field. Validate the 'Session Start Time' field is disabled. Validate the 'Session End Time' field is disabled. Validate the 'Select Time Entry' field is disabled. Validate the [Add/Update Time] button is disabled. Validate the [Remove Time] button is disabled. Select "Draft" in the 'Draft/Final' field. Validate the 'Session Start Time' field is disabled. Validate the 'Session End Time' field is disabled. Validate the 'Select Time Entry' field is disabled. Validate the [Add/Update Time] button is disabled. Validate the [Remove Time] button is disabled. Complete any additional required fields. Select "Final" in the 'Draft/Final' field. Validate the 'Session Start Time' field is disabled. Validate the 'Session End Time' field is disabled. Validate the 'Select Time Entry' field is disabled. Validate the [Add/Update Time] button is disabled. Validate the [Remove Time] button is disabled. Select "Draft" in the 'Draft/Final' field. Validate the 'Session Start Time' field is disabled. Validate the 'Session End Time' field is disabled. Validate the 'Select Time Entry' field is disabled. Validate the [Add/Update Time] button is disabled. Validate the [Remove Time] button is disabled. File the note. Problem List - 'Specify Other' problems Scenario 1: Add problems to the 'Problem List' Specific Setup: A client is enrolled in an existing episode (Client A). Must have an "Active" and "Inactive" dictionary value defined for the 'Status (16214)' dictionary. The 'Active Status' extended dictionary data element defined for these values. Set the 'Avatar CWS->Problem List->->->->Problem Classification Required' registry setting to "Y" to enable the 'Problem Classification' field. A problem classification must be defined for the 'Problem Classification (16250)' dictionary (Classification A). Steps Select "Client A" and access the 'Problem List' form. Click [View/Enter Problems]. Validate the 'Problem List' grid is displayed. Select "Specify Other" in the 'Problem' field. Enter the desired value in the 'Other' field. Select "Classification A" in the 'Problem Classification' field. Enter the desired date in the 'Date of Onset' field. Enter the desired time in the 'Time of Onset' field. Select "Active" in the 'Status' field. Click [New Row]. Select "Specify Other" in the 'Problem' field. Enter any new value in the 'Other' field. Select "Classification A" in the 'Problem Classification' field. Enter the desired date in the 'Date of Onset' field. Enter the desired time in the 'Time of Onset' field. Select "Active" in the 'Status' field. Click [Save], [Yes], and [Submit]. Select "Client A" and access the 'Problem List' form. Click [View/Enter Problems]. Validate the problems filed in the previous steps display as expected. Close the form.	Topics • Progress Notes • Session End Time • Session Start Time • Problem List
Update 63 Summary \| Details Registry Setting - Status Default Code Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Treatment Plan Treatment Plan Number 1 Scenario 1: Treatment Plan - File a Treatment Plan with Document Routing Specific Setup: Client is enrolled in an existing episode (Client A). The 'Treatment Plan' form must have document routing enabled. Must have the 'My To Do's' widget configured on a view. The 'Set Current Status To Active When Plan Is Finalized' registry setting is set to "N" for the 'Treatment Plan' form. The 'Set Current Status To Completed On Plan End Date' registry setting is set to "N" for the 'Treatment Plan' form. Steps Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Enter the current date is displayed in the 'Plan Date' field. Select the desired date in the 'Plan Date' field. Select the desired value in the 'Plan Type' field Select "Draft" in the 'Treatment Plan Status' field. Validate "Draft" is now selected in the 'Current Status' field. Click [Launch Plan]. Add a problem, goal, objective, and intervention. Click [Return to Plan] and [OK]. Hover over the problem in the 'Problems' field. Validate a "not allowed" icon displays indicating the field cannot be edited. Validate the 'Problem' is displayed in dark grey text. Select "Final" in the 'Draft/Final' field. Select "Active" in the 'Current Status' field. Click [Submit]. Validate a 'Confirm Document' dialog is displayed. Validate the user is unable to print. Validate all treatment plan data displays as expected. Please note: the 'Current Status' field will not be included in the document image. This is because the 'Current Status' field can be updated after a 'Treatment Plan' has been finalized. Click [Accept]. Enter the password and click [Verify]. Select "Client A" and access the 'Treatment Plan' form. Select the record from the previous steps and click [Edit]. Validate a message is displayed stating: This plan is marked as Final. Only the following field(s) may be updated: 'Current Status'. Do you want to continue? Click [Yes]. Validate the plan displays as expected and fields are disabled, except for the 'Current Status' field. Select "Completed" in the 'Current Status' field. Click [Submit]. Validate a message is displayed stating: The following fields are updated: 'Current Status'. Click [OK]. Select "Client A" and access the 'Treatment Plan' form. Select the record from the previous steps and click [Edit]. Validate a message is displayed stating: This plan is marked as Final. Only the following field(s) may be updated: 'Current Status'. Do you want to continue? Click [Yes]. Validate "Completed" is selected in the 'Current Status' field. Close the form. Scenario 2: Treatment Plan - Site Specific Section Modeling Status Default Specific Setup: Using the "Registry Settings" form, validate the registry setting "Status Default Code" doesn't exist. Admit a test client into any program. Create a copy of the Treatment Plan form using "Create New Treatment Plan". Open the "Document Routing Setup" form. Enable document routing for the treatment plan copy. Open the "Site Specific Section Modeling" form, Validate the "Status" field for each section of the treatment plan and treatment plan copy have "Yes" in response to "Default to Specific Value on Addition of a New Table Row" and a default status value in the "Default (Dictionary Single Response)" dropdown. Using the "User Definition" or "User Role Definition" form Give the user access to the newly created treatment plan form. Refresh menus. Steps Open the "Treatment Plan" form. Create a new treatment plan. Set the "Treatment Plan Status" to "Draft". Click "Launch Plan" button. Add a new problem and validate the "Status" field matches the "Status" field from the "Site Specific Section Modeling" problem section. Add a new goal and validate the "Status" field matches the "Status" field from the "Site Specific Section Modeling" goal section. Add a new objective and validate the "Status" field matches the "Status" field from the "Site Specific Section Modeling" objective section. Add a new intervention and validate the "Status" field matches the "Status" field from the "Site Specific Section Modeling" intervention section. Submit the treatment plan. Open the "Treatment Plan" form. Edit the treatment plan that was just drafted. Set "Draft/Final" to "Final". Click "Submit". Click "Sign" or "Accept". Open the "Clinical Document Viewer" form. Validate the document is on file and that is displays as it was recorded. Open the Treatment Plan copy created in previous steps. Create a new treatment plan. Set the "Treatment Plan Status" to "Draft". Click "Launch Plan" button. Add a new problem and validate the "Status" field matches the "Status" field from the "Site Specific Section Modeling" problem section. Add a new goal and validate the "Status" field matches the "Status" field from the "Site Specific Section Modeling" goal section. Add a new objective and validate the "Status" field matches the "Status" field from the "Site Specific Section Modeling" objective section. Add a new intervention and validate the "Status" field matches the "Status" field from the "Site Specific Section Modeling" intervention section. Set "Draft/Final" to "Final". Click "Submit". Click "Sign and Route" or "Accept and Route". Select an approver to route the document to. Sign on as the approver and navigate to the "ToDo" widget. Validate the "To do" exists. Accept the document. Open "Clinical Document Viewer" form. Validate the document is on file and that is displays as it was recorded.	Topics • Treatment Plan
Update 64 Summary \| Details Observer Version 1.8: UI Enhancement, Transfer Caseload Fix, & Observation Entry Fix Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Manage Observer Caseload Observer.Observation Client Observation Scenario 1: 'Manage Observer Caseload' form - Registry Setting "Allow Outpatient Episodes" set to "No" Specific Setup: Have registry setting "CWS->Observations->Allow Outpatient Episodes" set to "N" A client must be enrolled in an active "Inpatient" episode (Client A). A client must be enrolled in an active "Outpatient" episode (Client B). A client must be enrolled in both an active "Inpatient" and "Outpatient" episode (Client C). Steps Open the 'Manage Observer Caseload' form. Set the 'Select User' field to the logged in user. Select "Add" from the 'Add or Remove Client From Caseload' field. Set the 'Client' field to "Client A". Click [Update Caseload]. Validate the 'Current Caseload' field contains "Client A". Repeat steps 2 to 5 for "Client C". Validate an error is received "Client Doesn't have any active Inpatient Episodes". Click [OK]. Repeat steps 2 to 5 for "Client B". Validate an error is received "Client Doesn't have any active Inpatient Episodes". Click [OK]. Scenario 2: 'Manage Observer Caseload' form - Registry Setting "Allow Outpatient Episodes" set to "Yes" Specific Setup: Have registry setting "CWS->Observations->Allow Outpatient Episodes" set to "Y" A client must be enrolled in an active "Inpatient" episode (Client A) A client must be enrolled in an active "Outpatient" episode (Client B) A client must be enrolled in both an active "Inpatient" and "Outpatient" episode (Client C) Steps Open the 'Manage Observer Caseload' form. Set the 'Select User' field to the logged in user. Select "Add" from the 'Add or Remove Client From Caseload' field. Set the 'Client' field to "Client A". Click [Update Caseload]. Validate the 'Current Caseload' field contains "Client A". Repeat steps 2 through 5 for "Client B" Validate the 'Current Caseload' field contains "Client B". Repeat steps 2 through 5 for "Client C" Validate the 'Current Caseload' field contains "Client C". Click [OK]. Select "Remove" from the 'Add or Remove Client From Caseload' field. Select "Client A" from the 'Select Clients' field. Click [Update Caseload]. Validate the 'Current Caseload' field does not contain "Client A". Select "Client B" from the 'Select Clients' field. Click [Update Caseload]. Validate the 'Current Caseload' field does not contain "Client B". Select "Client C" from the 'Select Clients' field. Click [Update Caseload]. Validate the 'Current Caseload' field does not contain "Client C" Click [Close Form]. Scenario 3: Validate Transfer of caseload from one user to another Specific Setup: Requires Avatar CWS 2023 Update 64 and Observer app version 1.8. Two different users need to be signed in together on same network. User caseload must exist for User 1. Steps User 1 logins to Observer app on iPad. User 2 logins to Observer app on iPad. The user who wants its caseload to be transferred (User 1) will click on Transfer icon. It will display User 2's information. Select the patients you want to transfer. Click [Done]. Validate the selected patients do not display on User1 anymore. On User 2, refresh the screen. Validate the selected patients display for User 2. Do vice versa and ensure it behaves in the same way. Scenario 4: Validate Observations added on Observer app Steps Enter an observation from Observer app. Go to Avatar. Go to 'Client Observation' form. Validate that the Observation entered in the app displays. Change the password using 'User Definition'. Enter another observation on the observer app. Go to Avatar. Go to 'Client Observation' form. Validate that the Observation entered in the app displays.	Topics • Forms • NX • Manage Observer Caseload • Client Observation
Update 66 Summary \| Details The 'Set Current Status to Completed On Plan End Date' registry setting Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Treatment Plan Scenario 1: Validate the 'Set Current Status to Completed On Plan End Date' registry setting when product custom logic is configured Specific Setup: A client is enrolled in an existing episode (Client A). The 'Treatment Plan' form is configured with the following fields included in 'Site Specific Section Modeling': A 'SS Treatment Plan Client Date' field with "Use as 'Treatment Plan End Date' selected in the 'Product Custom Logic Definition' field (PCL Plan End Date). A 'SS Treatment Plan Client Date' field with "Use as 'Treatment Plan Finalized Date' selected in the 'Product Custom Logic Definition' field (PCL Finalized Date). Steps Access the 'Registry Settings' form. Enter "Set Current Status To Completed On Plan End Date" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Select the "Set Current Status To Completed On Plan End Date" registry setting for the 'Treatment Plan' form and click [OK]. Note: the registry setting will be added for all 'Treatment Plan' copies as well. Validate the 'Registry Setting' field contains "Avatar CWS->Treatment Plan->Treatment Plan->Treatment Plan->->Set Current Status To Completed On Plan End Date". Validate the 'Registry Setting Details' field contains: When set to 'Y', the treatment plan will automatically change the 'Current Status' to "Completed" once the 'Plan End Date' has passed. If the product custom logic definition 'Use as Treatment Plan End Date' in the 'Site Specific Section Modeling' form is used and the site specific date field's value is entered as a later date than the 'Plan End Date', then the process will evaluate the site specific date instead of the 'Plan End Date' field. Note: The 'Current Status' must be set to "Active" prior in order to support this functionality. When set to 'N', the 'Current Status' field will not automatically change when the 'Plan End Date' has passed. Enter "Y" in the 'Registry Setting Value' field. Click [Submit] and close the form. Select "Client A" and access the 'Treatment Plan' form. Enter the desired date in the 'Plan Date' field. Select the desired value in the 'Plan Type' field. Enter the desired date in the 'Plan End Date' field. Select "Draft" in the 'Treatment Plan Status' field. Validate "Draft" is now selected in the 'Current Status' field. Validate the 'PCL Plan End Date' field is displayed. Leave it blank. This field will be automatically calculated based on the following: PCL Plan End Date = Plan End Date + (PCL Finalized Date - Plan Date). Validate the 'PCL Plan Finalized Date' field is displayed. Leave it blank. After finalizing, this field will automatically populate based on the finalized date. Populate any other required and desired fields. Select "Final" in the 'Treatment Plan Status' field. Select "Active" in the 'Current Status' field. Click [Submit]. Select "Client A" and access the 'Treatment Plan' form. Select the record filed in the previous steps and click [Edit]. Validate a message is displayed stating: This plan is marked as Final. Only the following field(s) may be updated: 'Current Status'. Do you want to continue? Click [Yes]. Validate the 'PCL Plan End Date' field contains the calculated date. Validate the 'PCL Finalized Date' field contains the finalized date. Close the form. Wait until the day after the date in the 'PCL Plan End Date' field. There is a background task that runs at 1am each morning to determine if any plans have passed the defined 'Plan End Date'. If they have, the 'Current Status' will be updated automatically to "Completed". Select "Client A" and access the 'Treatment Plan' form. Select the 'Treatment Plan' filed the day prior and click [Edit]. Validate a message is displayed stating: This plan is marked as Final. Only the following field(s) may be updated: 'Current Status'. Do you want to continue? Click [Yes]. Validate "Completed" is now selected in the 'Current Status' field. Close the form.	Topics • Registry Settings • Treatment Plan • Site Specific Section Modeling
Update 67 Summary \| Details CarePOV.Clinician - synchronization time Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Service Codes Mobile Application Build Scenario 1: Clinician<>Avatar: Validate synchronization of "Service Code" data Specific Setup: Have "CarePOV.Clinician 2023.1.2.0", "Avatar Mobile 2023 Update 3" and "Avatar CWS 2023 Update 67" installed Have a system with many services codes set up (for example, over a hundred) in form "Service Codes", some that are 'active' and some that are 'inactive'. Set registry setting "Allow Selection Of Inactive Service Codes With Defined Fees For Date Of Service" to "Yes" Have access to the "Service Codes" form and the "Mobile Application Build" form Have access the "Registry Settings" form Steps In Avatar, Open form "Service Codes" Select "Add" Populate the required fields Submit the form Open the "Mobile Application Build" form Select any desired forms Submit the form Validate the form files successfully Launch the "Clinician" application Configure the settings to connect to the testing database Log in with proper credentials At the home screen, click the arrow in the bottom left corner Click "Synchronize" with Avatar Validate synchronization is successful Enter any "Progress Note" and file a "New Service" progress note Submit the form At the home screen, click the arrow in the bottom left corner Click "Synchronize" with Avatar Validate synchronization is successful In Avatar, Open form "Service Codes" Click to the "Service Code Report" section Select "All" Click [Display Service Codes] Validate all codes are display as expected, including the new code entered in step 1 Open form "Registry Settings" Search for setting "Allow Selection Of Inactive Service Codes With Defined Fees For Date Of Service" Set the registry setting to "No" Submit the form Repeat steps 1 thru 5 Validate results are as expected	Topics • Mobile Application Build
Update 72 Summary \| Details The 'SYSTEM.client_curr_demographics' SQL table Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Update Client Data Scenario 1: Admission - Validate the 'SYSTEM.client_curr_demographics' SQL table Specific Setup: The 'Client Demographics - Additional Fields' registry setting must include "Multi-Select Race". Steps Access the 'Admission' form. Enter any new values in the 'Last Name' and 'First Name' fields. Select the desired value in the 'Sex' field. Click [Search], [New Client] and [Yes]. Enter the desired date in the 'Preadmit/Admission Date' field. Enter the desired time in the 'Preadmit/Admission Time' field. Select the desired value in the 'Program' field. Select the desired value in the 'Type of Admission' field. Select the desired staff in the 'Admitting Practitioner' field. Select the "Demographics" section. Select the desired value(s) in the 'Other Race(s)' field. Populate any other desired fields. Click [Submit]. Access Crystal Reports or other SQL Reporting tool. Select the CWS namespace. Create a report using the 'SYSTEM.client_curr_demographics' SQL table. Validate a row is displayed for the client admitted in the previous steps. Validate the 'other_race_code' field contains the code(s) associated to the value(s) filed in the previous steps. Validate the 'other_race_value' field contains the value(s) filed in the previous steps. Close the report. Scenario 2: Update Client Data - Validate the 'SYSTEM.client_curr_demographics' SQL table Specific Setup: A client is enrolled in an existing episode (Client A). The 'Client Demographics - Additional Fields' registry setting must include "Multi-Select Race". Steps Select "Client A" and access the 'Update Client Data' form. Select the desired value(s) in the 'Other Race(s)' field. Click [Submit]. Access Crystal Reports or other SQL Reporting tool. Select the CWS namespace. Create a report using the 'SYSTEM.client_curr_demographics' SQL table. Navigate to the row for "Client A". Validate the 'other_race_code' field contains the code(s) associated to the value(s) filed in the previous steps. Validate the 'other_race_value' field contains the value(s) filed in the previous steps. Select "Client A" and access the 'Update Client Data' form. Select any new value(s) in the 'Other Race(s)' field. Click [Submit]. Access Crystal Reports or other SQL Reporting tool. Refresh the report using the 'SYSTEM.client_curr_demographics' SQL table. Navigate to the row for "Client A". Validate the 'other_race_code' field contains the code(s) associated to the updated value(s) filed in the previous steps. Validate the 'other_race_value' field contains the updated value(s) filed in the previous steps. Close the report.	Topics • Query/Reporting
Update 15.1 Summary \| Details Progress Notes (Group and Individual) - Remove Client From Group Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Group Progress Note Scenario 1: Progress Notes (Group and Individual) - Remove Client From Group Specific Setup: A group (Group A) must be defined with two members (Client A & Client B). The 'Progress Notes' widget must be accessible on the HomeView. Steps Access the 'Progress Notes (Group and Individual)' form. Navigate to "Group Default Notes" section. Enter the current date in the 'Date Of Group' field. Select the desired value in 'Note Type' field. Select "Independent Note" in the 'Progress Note For' field. Select "Group A" in the 'Group Name Or Number' field. Enter the desired value in the 'Note' field. Validate the 'Client Who Attended Group' field contains all the group members of "Group A". Click [Remove Client From Group]. Validate the 'Removal Selection' field is now enabled. Select "Client A" in the 'Removal Selection' field. Validate a message is displayed stating: Are you sure you want to remove "Client A" from the group session? Click [Yes]. Validate the 'Client Who Attended Group' field no longer contains "Client A". Click [File Note]. Navigate to the "Individual Progress Notes" section. Select "Group A" in the 'Group Name Or Number' field. Enter the current date in the 'Note Date' field. Validate the 'Select Note to Edit' field contains a group scratch note for "Client B". Select the note for "Client A" in the 'Select Note To Edit' field. Validate all fields populate based off the values entered in the group note. Individualize the note as desired and file the note. Close the form. Select "Client B" and access the 'Progress Notes' widget. Validate the progress note filed in the previous steps is displayed. Scenario 2: Progress Notes (Group and Individual) - Add and remove clients from group Specific Setup: A group (Group A) is defined with two clients (Client A & Client B). Two other clients (Client C & Client D) are enrolled in inpatient episodes and are assigned to a unit (Unit A). The following fields must be added to the 'Group Default Notes' section of the 'Progress Notes (Group and Individual)' form in 'Site Specific Section Modeling: 'Add to Group - Use Caseload or Unit for Selection' 'Unit' 'Select Clients' 'Add Selected Clients to Group List' Steps Access the 'Progress Notes (Group and Individual)' form. Navigate to "Group Default Notes" section. Enter the current date in the 'Date Of Group' field. Select the desired value in 'Note Type' field. Select "Independent Note" in the 'Progress Note For' field. Select "Group A" in the 'Group Name Or Number' field. Enter the desired value in the 'Note' field. Validate the 'Client Who Attended Group' field contains all the group members of "Group A". Click [Remove Client From Group]. Validate the 'Removal Selection' field is now enabled. Select "Client A" in the 'Removal Selection' field. Validate a message is displayed stating: Are you sure you want to remove "Client A" from the group session? Click [Yes]. Validate the 'Client Who Attended Group' field no longer contains "Client A". Click [Add Client To Group]. Validate the 'Client To Be Added To Group' field is now enabled. Search for and select "Client A" in the 'Client To Be Added To Group' field. Validate a message is displayed stating: Are you sure you want to add "Client A" to the group? Click [Yes]. Validate the 'Client Who Attended Group' field now contains "Client A" again. Click [Add Client To Group]. Validate the 'Add to Group - Use Caseload or Unit for Selection' field becomes enabled. Select "Unit" in the 'Add to Group - Use Caseload or Unit for Selection' field. Validate the 'Unit' field becomes enabled and required. Select "Unit A" in the 'Unit' field. Select "Client C" and "Client D" in the 'Unit' field. Click [Add Selected Clients to Group List]. Validate the 'Client Who Attended Group' field contains "Client A", "Client B", "Client C", and "Client D". Click [File Note]. Navigate to the "Individual Progress Notes" section. Select "Group A" in the 'Group Name Or Number' field. Enter the current date in the 'Note Date' field. Validate the 'Select Note to Edit' field contains group scratch notes for "Client A", "Client B", "Client C" and "Client D". Select the note for "Client A" in the 'Select Note To Edit' field. Validate all fields populate based off the values entered in the group note. Individualize the note as desired and file the note. Repeat as needed for "Client B", "Client C", and "Client D". Close the form. Progress Notes (Group and Individual) - Group Default Notes Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Scheduling Calendar Group Progress Note Scenario 1: Progress Notes (Group and Individual) - Add multiple clients to group by unit Specific Setup: A group (Group A) is defined with two clients (Client A & Client B). Two other clients (Client C & Client D) are enrolled in inpatient episodes and are assigned to a unit (Unit A). The following fields must be added to the 'Group Default Notes' section of the 'Progress Notes (Group and Individual)' form in 'Site Specific Section Modeling: 'Add to Group - Use Caseload or Unit for Selection' 'Unit' 'Select Clients' 'Add Selected Clients to Group List' Steps Access the 'Progress Notes (Group and Individual)' form. Navigate to "Group Default Notes" section. Enter the current date in the 'Date Of Group' field. Select the desired value in 'Note Type' field. Select "Independent Note" in the 'Progress Note For' field. Select "Group A" in the 'Group Name Or Number' field. Enter the desired value in the 'Note' field. Validate the 'Client Who Attended Group' field contains all the group members of "Group A". Click [Add Client To Group]. Validate the 'Add to Group - Use Caseload or Unit for Selection' field becomes enabled. Select "Unit" in the 'Add to Group - Use Caseload or Unit for Selection' field. Validate the 'Unit' field becomes enabled and required. Select "Unit A" in the 'Unit' field. Select "Client C" and "Client D" in the 'Unit' field. Click [Add Selected Clients to Group List]. Validate the 'Client Who Attended Group' field contains "Client A", "Client B", "Client C", and "Client D". Click [File Note]. Navigate to the "Individual Progress Notes" section. Select "Group A" in the 'Group Name Or Number' field. Enter the current date in the 'Note Date' field. Validate the 'Select Note to Edit' field contains group scratch notes for "Client A", "Client B", "Client C" and "Client D". Select the note for "Client A" in the 'Select Note To Edit' field. Validate all fields populate based off the values entered in the group note. Individualize the note as desired and file the note. Repeat as needed for "Client B", "Client C", and "Client D". Close the form. Scenario 2: Progress Notes (Group and Individual) - Add multiple clients to group by caseload Specific Setup: A group (Group A) is defined with two clients (Client A & Client B). Two other clients are enrolled in active episodes and are part of the logged in user's caseload (Client C & Client D). The following fields must be added to the 'Group Default Notes' section of the 'Progress Notes (Group and Individual)' form in 'Site Specific Section Modeling: 'Add to Group - Use Caseload or Unit for Selection' 'Unit' 'Select Clients' 'Add Selected Clients to Group List' Steps Access the 'Progress Notes (Group and Individual)' form. Navigate to "Group Default Notes" section. Enter the current date in the 'Date Of Group' field. Select the desired value in 'Note Type' field. Select "Independent Note" in the 'Progress Note For' field. Select "Group A" in the 'Group Name Or Number' field. Enter the desired value in the 'Note' field. Validate the 'Client Who Attended Group' field contains all the group members of "Group A". Click [Add Client To Group]. Validate the 'Add to Group - Use Caseload or Unit for Selection' field becomes enabled. Select "Caseload" in the 'Add to Group - Use Caseload or Unit for Selection' field. Validate the 'Select Clients' field exists and contains all active client's in the user's caseload with the most recent episode number. Select "Client C" and "Client D" in the 'Select Clients' field. Click [Add Selected Clients to Group List]. Validate the 'Client Who Attended Group' field contains "Client A", "Client B", "Client C", and "Client D". Click [File Note]. Navigate to the "Individual Progress Notes" section. Select "Group A" in the 'Group Name Or Number' field. Enter the current date in the 'Note Date' field. Validate the 'Select Note to Edit' field contains group scratch notes for "Client A", "Client B", "Client C" and "Client D". Select the note for "Client A" in the 'Select Note To Edit' field. Validate all fields populate based off the values entered in the group note. Individualize the note as desired and file the note. Repeat as needed for "Client B", "Client C", and "Client D". Close the form. Progress Notes (Group and Individual) - The 'Default Staff Associated with Current Login User' registry setting Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Scheduling Calendar Scenario 1: Progress Notes (Group and Individual) - Validate the 'Default Staff Associated with Login User' registry setting for group notes Specific Setup: An existing group is defined (Group A). The 'Default Staff Associated With Current Login User' registry setting is set to "Y" for the 'Progress Notes (Group and Individual)' form. The logged in user must have an associated practitioner (Practitioner A). Steps Access the 'Progress Notes (Group and Individual)' form. Select the "Group Default Notes" section. Validate the 'Practitioner' field contains "Practitioner A". Enter the current date in the 'Date of Group' field. Select the desired value in the 'Note Type' field. Select "Independent Note" in the 'Progress Note For' field. Select "Group A" in the 'Group Name Or Number' field. Enter the desired value in the 'Notes Field' field. Click [File Note] and [OK]. Select the "Individual Progress Notes" section. Select "Group A" in the 'Group Name' field. Enter the current date in the 'Note Date' field. Validate the 'Select Note to Edit' field contains group scratch notes for all group members. Select a note for one of the group members in the 'Select Note To Edit' field. Validate all fields populate based off the values entered in the group note. Validate the 'Practitioner' field contains "Practitioner A". Individualize the note as desired and file the note. Repeat as needed for any additional group members. Close the form. Progress Notes (Group and Individual) - 'Note Type' field Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Practitioner Enrollment Scenario 1: Progress Notes (Group and Individual) - Validate the 'Limit Note Types By Practitioner Category' registry setting when set to "Y" Specific Setup: An existing group is defined in 'Group Registration' (Group A). The 'Limit Note Types By Practitioner Category' registry setting is set to "Y" for the 'Progress Notes (Group and Individual)' form. The 'Limit Note Types' registry setting does not have a value. The logged in user must have an associated practitioner (Practitioner A) that has "Nurse Practitioner" as their 'Practitioner Category' in 'Practitioner Enrollment'. The '(10751) Note Type' CWS dictionary must have both active/inactive dictionary values defined with the following: Some note types defined with the 'Practitioner Category' extended dictionary as "Nurse Practitioner". Some note types defined with the 'Practitioner Category' extended dictionary as other categories not associated to the logged in practitioner. Steps Access the 'Progress Notes (Group and Individual)' form. Select the "Group Default Notes" section. Enter the current date in the 'Date Of Group' field. Select "Practitioner A" in the 'Practitioner' field. Select "Independent Note" in the 'Progress Note For' field. Select "Group A" in the 'Group Name Or Number' field. Validate the 'Note Type' field contains only active dictionary values. Validate the 'Note Type' field contains only note types associated to "Practitioner A". Enter the desired value in the 'Note' field. Click [File Note]. Validate a message is displayed stating: Progress notes are filed. Select the "Individual Progress Notes" section. Select "Group A" in the 'Group Name or Number' field. Enter the current date in the 'Note Date' field. Validate the 'Select Note To Edit' field contains group scratch notes for the clients in "Group A". Select a note in the 'Select Note To Edit' field. Validate the 'Note Type' field contains the previously filed value. Validate the 'Note Type' field contains only active dictionary values. Validate the 'Note Type' field contains only note types associated to "Practitioner A". Individualize the note as desired and file the note. Repeat as needed for remaining group members. Close the form.	Topics • Progress Notes • Group Progress Notes • Registry Settings

Avatar_CWS_2023_Quarterly_Release_2023.03_Details.csv