Client Health Maintenance form - Immunization and Wellness
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".
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Topics
• Client Health Maintenance
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Client Health Maintenance - Refused Immunization
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".
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Topics
• Client Health Maintenance
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Vitals Entry - Future Dates
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Chart Review
- Vitals Entry
- Admission
- Registry Settings (PM)
Scenario 1: 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.
Scenario 2: 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.
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Topics
• Chart View
• Vitals Entry
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Vitals Entry - Blood Pressure position
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Admission
- Client Health Maintenance
- CWS Vital Signs Setup
- Treatment Plan
- 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.
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Topics
• Create New Treatment Plan
• Treatment Plan
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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:
- CWS Vital Signs Setup
- Registry Settings (PM)
- Vitals Entry
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.
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Topics
• Vitals Entry
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