'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-2
- Care Record Mapping
- Product Final to Draft Override
- Document Routing Setup (PM)
- Patient Health Questionnaire-A
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: 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 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 - 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.
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-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 7: 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 8: 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.
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Topics
• Care Record Mapping
• CareFabric Monitor
• Document Routing
• NX
• Patient Health Questionnaire - 9
• Patient Health Questionnaire-2
• Patient Health Questionnaire-A
• Product Final to Draft Override
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