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Avatar CWS 2023 Update 61

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Product Requirements and Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar CWS 2023 Monthly Release 2023.02.02
RADplus 2023 Monthly Release 2023.02.02

Product Update Description

Avatar CWS is enhanced for future functionality.

Required Updates

None

Included Updates

14, 23, 54, 54.1

Details
NEW1 CHANGED0 FIXED0
New (1)
Progress Notes - Document Routing
Avatar CWS is updated to provide for increased stability when filing progress notes, which prepares the product for the future expansion of "Document Routing". Please Note: "RADplus 2023 Update 75" is needed for full functionality.
Value Added: Will provide for easier expansion of "Document Routing" functionality in the future
Topics
• Document Routing • NX • Progress Notes • Site Specific Section Modeling • Web Services
 
Acceptance Tests
AV-81350 Summary | Details
Progress Notes - Document Routing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Clinical Document Viewer
  • Create New Progress Notes Form
  • Document Routing Setup (PM)
  • HomeView - My To Do's widget
  • Progress Notes (Group and Individual) 6
  • Site Specific Section Modeling (CWS)
  • User Definition
  • Ambulatory Progress Notes
  • Client Sticky Notes
  • Progress Notes (Group and Individual)
  • Client Ledger
  • Registry Settings (PM)
  • Document Viewer
  • Add Non-User Signature (PM)
  • App Dashboard
  • TO DO'S
  • Treatment Plan
Scenario 1: Ambulatory Progress Notes - Validate document routing
Specific Setup:
  • Document routing must be enabled for the "Ambulatory Progress Notes" form.
Steps
  1. Open the "Ambulatory Progress Notes" form.
  2. Create and finalize a document.
  3. Sign the document.
  4. Using "Clinical Document Viewer", view and print the document.
  5. Validate the document displays and prints.
  6. Open the "Ambulatory Progress Notes" form.
  7. Create and route a progress note to an approver.
  8. Sign on as the approver.
  9. Locate the document in the approver's "My To Do's" widget.
  10. Click on "Approve Document" and approve the document.
  11. Using the "Clinical Document Viewer", view the document that was just approved.
  12. Open the "Ambulatory Progress Notes" form.
  13. Create and route a note to multiple approvers.
  14. Sign on as the first approver.
  15. Locate the document in the approver's "My To Do's" widget.
  16. Click on "Approve Document".
  17. Click "Accept".
  18. Enter the approver's password.
  19. Log on as another approver.
  20. Locate the document in the approver's "My To Do's" widget.
  21. Click on "Approve Document".
  22. Click "Accept".
  23. Enter the approver's password.
  24. Open the "Clinical Document Viewer" form.
  25. Select the document that was just routed/finalized.
  26. Validate that the document displays and prints.
  27. Open the "Ambulatory Progress Notes" form.
  28. Create a progress note and route to several approvers.
  29. Log on as another approver.
  30. Locate the document in the approver's "My To Do's" widget.
  31. Click on "Approve Document".
  32. Click "Accept".
  33. Enter the approver's password.
  34. Repeat steps 7b-8c for each additional approver.
  35. Open "Clinical Document Viewer".
  36. Validate the document that was just filed display and prints.
Scenario 2: 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
  1. Open the "Inpatient Progress Notes" form.
  2. Create and finalize a document.
  3. Sign the document.
  4. Using "Clinical Document Viewer", view and print the document.
  5. Validate the document displays and prints.
  6. Open the "Inpatient Progress Notes" form.
  7. Create and route a progress note to an approver.
  8. Sign on as the approver.
  9. Locate the document in the approver's "My To Do's" widget.
  10. Click on "Approve Document" and approve the document.
  11. Using the "Clinical Document Viewer", view the document that was just approved.
  12. Open the "Inpatient Progress Notes" form.
  13. Create and route a note to multiple approvers.
  14. Sign on as the first approver.
  15. Locate the document in the approver's "My To Do's" widget.
  16. Click on "Approve Document".
  17. Click "Accept".
  18. Enter the approver's password.
  19. Log on as another approver.
  20. Locate the document in the approver's "My To Do's" widget.
  21. Click on "Approve Document".
  22. Click "Accept".
  23. Enter the approver's password.
  24. Open the "Clinical Document Viewer" form.
  25. Select the document that was just routed/finalized.
  26. Validate that the document displays and prints.
  27. Open the "Inpatient Progress Notes" form.
  28. Create a progress note and route to several approvers.
  29. Log on as another approver.
  30. Locate the document in the approver's "My To Do's" widget.
  31. Click on "Approve Document".
  32. Click "Accept".
  33. Enter the approver's password.
  34. Repeat steps 12b-13c for each additional approver.
  35. Open "Clinical Document Viewer".
  36. 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
  1. Open the copy of the "Progress Notes (Group and Individual)" form.
  2. Create and finalize a document.
  3. Sign the document.
  4. Using "Clinical Document Viewer", view and print the document.
  5. Validate the document displays and prints.
  6. Open the copy of the "Progress Notes (Group and Individual)" form.
  7. Create and route a progress note to an approver.
  8. Sign on as the approver.
  9. Locate the document in the approver's "My To Do's" widget.
  10. Click on "Approve Document" and approve the document.
  11. Using the "Clinical Document Viewer", view the document that was just approved.
  12. Open the copy of the "Progress Notes (Group and Individual)" form.
  13. Create and route a note to multiple approvers.
  14. Sign on as the first approver.
  15. Locate the document in the approver's "My To Do's" widget.
  16. Click on "Approve Document".
  17. Click "Accept".
  18. Enter the approver's password.
  19. Log on as another approver.
  20. Locate the document in the approver's "My To Do's" widget.
  21. Click on "Approve Document".
  22. Click "Accept".
  23. Enter the approver's password.
  24. Open the "Clinical Document Viewer" form.
  25. Select the document that was just routed/finalized.
  26. Validate that the document displays and prints.
  27. Open the copy of the "Progress Notes (Group and Individual)" form.
  28. Create a progress note and route to several approvers.
  29. Log on as another approver.
  30. Locate the document in the approver's "My To Do's" widget.
  31. Click on "Approve Document".
  32. Click "Accept".
  33. Enter the approver's password.
  34. Repeat steps 29-33 for each additional approver.
  35. Open "Clinical Document Viewer".
  36. Validate the document that was just filed display and prints.
Scenario 4: 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
  1. Select "Client A" and access the 'Append Progress Notes' form.
  2. Select the note type for the existing note for "Client A" in the 'Note Type field.
  3. Select the date the existing note for "Client A" was filed in the 'List of Notes' field.
  4. Validate the 'Original and Appended Notes' contains the notes filed in the existing note for "Client A".
  5. Validate the text is not overlapping or overflowing the 'Original and Appended Notes' field.
  6. Enter any value in the 'New Comments to Be Appended to the Original Note' field.
  7. Click [Submit].
  8. Validate a "Confirm Document" dialog is displayed.
  9. Click [Sign].
  10. Enter the password for the logged in user in the 'Enter Password' field.
  11. Click [Verify].
Scenario 5: 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
  1. Select "Client A" from the 'My Clients' list and access the 'Progress Notes (Group and Individual)' form.
  2. Select any value from the 'Select Episode' field.
  3. Select "New Service" from the 'Progress Note For' field.
  4. Select any value from the 'Note Type' field.
  5. Set the 'Notes Field' field to any value.
  6. Select the 'Practitioner' field to the Practitioner associated to the logged in user.
  7. Set the 'Date Of Service' field to today's date.
  8. Select any value from the 'Service Program' field.
  9. Set the 'Service Charge Code' field to any value.
  10. Select "Draft" from 'Draft/Final' field.
  11. Click [Submit Note].
  12. Validate that a message is displayed stating "Note Filed".
  13. Click [OK].
  14. Leave the progress note form open validating the fields cleared as expected.
  15. Navigate back to the 'myDay' view and open the 'My To Do's' list.
  16. Click on 'Additional ToDos' and select the To Do created for 'Client A'.
  17. Click [Progress Notes (Group and Individual)].
  18. Validate the draft 'Progress Notes (Group and Individual)' for 'Client A' opens successfully.
  19. Validate that the draft data defaulted successfully.
  20. Complete the remaining required fields.
  21. Select 'Final' from the 'Draft/Final' field
  22. Click [Submit Note].
  23. Click [Sign].
  24. Set the 'Password' field the password of the current logged in user.
  25. Click [Verify].
  26. Validate that a message is displayed stating "Note Filed".
  27. Click [OK].
  28. Validate the To Do is removed from the "My To Do's" list, as expected
Scenario 6: 'Ambulatory Progress Notes' - file a draft
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Scan the Barcode for "Client A" and access the 'Ambulatory Progress Notes' form.
  2. Select any value in the 'Progress Note For' field.
  3. Enter any value containing special characters in the 'Notes Field'.
  4. Populate any desired and required fields.
  5. Select "Draft" in the 'Draft/Final' field.
  6. Click [Submit].
  7. Access the 'Ambulatory Progress Notes' form.
  8. Select the entry just saved and click [Edit].
  9. Click [Notes].
  10. Enter any value containing special characters in the 'Notes' field.
  11. Click [File Note].
  12. Click [Notes (1)].
  13. Validate the note displays as expected.
  14. Click [Cancel].
  15. Close the form.
Scenario 7: 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
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select "Independent Note" in the 'Progress Note For' field.
  4. Select the desired value in the 'Note Type' field.
  5. Enter the desired value in the 'Notes Field' field.
  6. Select "Final" in the 'Draft/Final' field.
  7. Click [File Note].
  8. Validate a "Select Author" dialog is displayed.
  9. Select the staff member associated to "User B" in the 'Select Author' field.
  10. Click [Submit] and verify successful filing.
  11. Log out.
  12. Log in as "User B".
  13. Navigate to the 'My To Do's' widget.
  14. Validate there is a To Do for "Client A".
  15. Click [Transcription Review].
  16. Validate the progress note has electronic signatures for the Transcriber (User A) & Author (User B).
  17. Click [Progress Notes (Group and Individual)].
  18. Validate an 'Unsaved Changes' dialog stating: "You have unsaved changes would you like to continue?"
  19. Click [OK].
  20. Validate the progress note for "Client A" opens as a Draft.
  21. Select "Final" in the 'Draft/Final' field.
  22. Click [File Note].
  23. Validate a 'Confirm Document' dialog displaying the progress note for "Client A" and click [Accept].
  24. Enter the password associated with the logged in user and click [Verify].
  25. Validate a 'Progress Notes' dialog stating: "Note Filed." and click [OK].
  26. Validate the to do for "Client A" is no longer present in the 'My To Do's' widget.
  27. Close the To Do's.
Scenario 8: 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
  1. Open the "Scheduling Calendar" form, create a new appointment for the test client.
  2. Right click on the new appointment and select the "Ambulatory Progress Notes" form.
  3. Generate a progress note, finalize it, and route it to an approver.
  4. Close the "Scheduling Calendar" form.
  5. Log off and login as the user who is the approver.
  6. Navigate to the "MyToDo" widget.
  7. Access the "Ambulatory Progress Notes" form and click the "Review" button.
  8. Click the "Reject" button.
  9. Click the "Sign" button.
  10. Close the "MyToDo" widget.
  11. Log off.
  12. Log back on as the user who was the progress note's author.
  13. Navigate to the "MyToDo" widget.
  14. Correct the note and finalize it.
  15. Click the "Sign" or "Accept" button (depending on configuration).
  16. Open the "Client Ledger" and validate a service was generated when the note was finalized.
  17. Open the "Clinical Document Viewer", validate the document is stored and can be retrieved.
  18. Open the "Scheduling Calendar" form.
  19. Create a new appointment for the test client.
  20. Close the "Scheduling Calendar" form.
  21. Open the "Ambulatory Progress Notes" form.
  22. Generate a progress note, finalize it, and route it to an approver.
  23. Log off and login as the user who is the approver.
  24. Navigate to the "MyToDo" widget.
  25. Access the "Ambulatory Progress Notes" form and click the "Review" button.
  26. Click the "Reject" button.
  27. Click the "Sign" button.
  28. Close the "MyToDo" widget.
  29. Log off.
  30. Log back on as the user who was the progress note's author.
  31. Navigate to the "MyToDo" widget.
  32. Correct the note and finalize it.
  33. Click the "Sign and Route" or "Accept and Route" button (depending on configuration).
  34. Route the document to an approver.
  35. Log off.
  36. Log back on as the user who is the approver.
  37. Navigate to the "MyToDo" widget.
  38. Click the "Review" button.
  39. Click the "Reject" button to reject the document a second time.
  40. Close the "MyToDo" widget.
  41. Log off
  42. Log back on as the note's author.
  43. Navigate to the "MyToDo" widget.
  44. Locate the note that was rejected again.
  45. Finalize the note and route to the approver again.
  46. Log off.
  47. Log in as the note's approver.
  48. Navigate to the "MyToDo" widget.
  49. Locate the document and click "Accept" button.
  50. Click "Sign" button.
  51. Open the "Client Ledger" and validate a service was generated when the note was finalized.
  52. Open the "Clinical Document Viewer", validate the document is stored and can be retrieved.
  53. Open the "Scheduling Calendar" form, create a new appointment for the test client.
  54. Right click on the new appointment and select the "Ambulatory Progress Notes" form.
  55. Generate a progress note, finalize it, and route it to 2 approvers.
  56. Close the "Scheduling Calendar" form.
  57. Log off and login as a user who is an approver.
  58. Navigate to the "MyToDo" widget.
  59. Access the "Ambulatory Progress Notes" form and click the "Review" button.
  60. Click the "Reject" button.
  61. Click the "Sign" button.
  62. Close the "MyToDo" widget.
  63. Log off.
  64. Log back on as the user who is the progress note's author.
  65. Navigate to the "MyToDo" widget.
  66. Correct the note and finalize it.
  67. Click the "Sign" or "Accept" button (depending on configuration) and route to 2 approvers.
  68. Log off and login as a user who is an approver.
  69. Navigate to the "MyToDo" widget.
  70. Access the "Ambulatory Progress Notes" form and click the "Review" button.
  71. Click the "Accept" button.
  72. Click the "Sign" Button.
  73. Log off.
  74. Log in as the remaining approver.
  75. Access the "Ambulatory Progress Notes" form and click the "Review" button.
  76. Click the "Accept" button.
  77. Click the "Sign" Button.
  78. Log off.
  79. Log back on as the note's author.
  80. Open the "Client Ledger" and validate a service was generated when the note was finalized.
  81. Open the "Clinical Document Viewer", validate the document is stored and can be retrieved.
  82. Open the "Scheduling Calendar" form, create a new appointment for the test client.
  83. Right click on the new appointment and select the "Ambulatory Progress Notes" form.
  84. Generate a progress note, finalize it, and sign or accept it.
  85. Close the "Scheduling Calendar" form.
  86. Open the "Client Ledger" and validate a service was generated when the note was finalized.
  87. Open the "Clinical Document Viewer", validate the document is stored and can be retrieved.
Scenario 9: 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
  1. Open form [TestForm] and select any client
  2. Populate the "Signature" field. Make a note of the signature entered.
  3. Set the "Draft/Final" field to "Final".
  4. Submit the form.
  5. At the "Confirm Document" screen
  6. Validate the "Signature" field is populated as expected
  7. Click [Accept]
  8. Provide the password and click [Verify]
  9. At the "Approval Comments" dialog, populate the text field with a desired comment [TestComments]. Make note of the comment entered
  10. Click [OK]
  11. Open the "Clinical Document Viewer" form.
  12. Select the client and click [Process]
  13. Select and view the document submitted in step 1.
  14. Validate the "Signature" field on the document is populated with signature noted in step 1.
  15. Validate the "Comments" entered and noted in step 1, are displayed as expected
  16. At the bottom of the document, validate that the document includes the "Electronically Signed By:" field, populated with name of [StaffA]
  17. Close the form
  18. Run the report or query on the "SYSTEM.DocR.comments" table
  19. Validate a row is present for the "Approval Comments" entered in step 1 and is displayed as expected
  20. Open [TestForm] and a select any client
  21. Populate the "Signature" field. Make a note of the signature entered.
  22. Set the "Draft/Final" field to "Final".
  23. Submit the form.
  24. At the "Confirm Document" screen
  25. Validate the "Signature" field is populated as expected
  26. Click [Accept and Route]
  27. At the "Route To Document" screen, add [StaffA], [StaffB] and [StaffC] as approvers
  28. Click [Submit]
  29. Log out as [StaffA]
  30. Log in as [StaffB]
  31. Navigate the "My To Do's widget
  32. Click on the "New" tab and validate the To Do sent in step 4, is present
  33. Click [Approve Document]
  34. At the document preview
  35. Validate the "Signature" field on the document is populated with signature noted in step 4
  36. At the bottom of the document, validate that the document includes two "Electronically Signed By:" field signatures:
  37. [StaffA] signed as the "Author" and below it, [StaffB] signed as "Staff"
  38. Click [Accept]
  39. At the "Approval Comments" dialog, populate the text field with a desired comment [TestComments]. Make note of the comment
  40. Click [OK]
  41. Log out as [StaffB]
  42. Log in as [StaffC]
  43. Navigate the "My To Do's widget
  44. Click on the "Sign" tab
  45. 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]
  46. Validate the To Do sent to [StaffA] is found, select the To Do to review it
  47. Validate the "Signature" field on the document is populated with signature noted in step 4
  48. At the bottom of the document, validate that the document includes three "Electronically Signed By:" field signatures:
  49. [StaffA] signed as the "Author"
  50. [StaffB] signed as "Staff"
  51. [StaffC] signed as "Staff"
  52. Click [Accept]
  53. At the "Approval Comments" dialog, populate the text field with a desired comment [TestComments]. Make note of the comment entered
  54. Click [OK]
  55. Click [Sign All]
  56. Validate the To Do is removed from the To Do list
  57. Navigate back to the "My To Do's" widget
  58. Click on the "Sign" tab
  59. In the "Staff" search field, search for [StaffC].
  60. Validate the To Do sent to [StaffC] in step 4 is present, select the To Do
  61. Click [Approve Document]
  62. At the document preview
  63. Validate the "Signature" field on the document is populated with signature noted in step 4
  64. At the bottom of the document, validate that the document includes three "Electronically Signed By:" field signatures,
  65. [StaffA] signed as the "Author",
  66. [StaffB] signed as "Staff"
  67. [StaffC] signed as "Staff"
  68. Click [Accept]
  69. At the "Approval Comments" dialog, populate the text field with a desired comment [TestComments]. Make note of the comment entered
  70. Click [OK]
  71. Open the "Clinical Document Viewer" form.
  72. Select the client and click [Process]
  73. Select and view the document that was just created in the previous step
  74. Validate the "Signature" field on the document is populated with signature noted in step 10
  75. Validate the "Comments" entered noted in step 10, are displayed as expected
  76. At the bottom of the document, validate that the document includes three "Electronically Signed By:" field signatures,
  77. [StaffA] signed as the "Author"
  78. [StaffB] signed as "Staff"
  79. Validate the comments entered by [StaffB] are entered in step 7 are displayed as expected
  80. [StaffC] signed as "Staff" (Signing for [StaffA])
  81. Validate the comments entered by [StaffC] in step 9, are displayed as expected
  82. [StaffC] signed as "Staff" (Signing for [StaffC])
  83. Validate the comments entered by [StaffC] in step 10, are displayed as expected
  84. Close the form
  85. Run the report or query on the "SYSTEM.DocR.comments" table
  86. Validate the following rows are present on the report, displayed as expected:
  87. A row displaying the "Approval Comments" entered in step 1 by [StaffA]
  88. A row displaying the "Approval Comments" entered in step 7 by [StaffB]
  89. A row displaying the "Approval Comments" entered in step 9 by [StaffC] when signing for [StaffA]
  90. A row displaying the "Approval Comments" entered in step 10 by [StaffC], signing as [StaffC]
Scenario 10: Progress Notes - Validate 'Add Non-User Signature' functionality
Specific Setup:
  • A client is enrolled in an existing outpatient episode (Client A).
Steps
  1. Access the 'Document Routing Setup' form.
  2. Select "Avatar CWS" in the 'Application' field.
  3. Click [Select Form].
  4. Select "Ambulatory Progress Notes" in the 'Select a form to enable Document Routing' field and click [OK].
  5. Select "Yes" in the 'Enable Document Routing' field.
  6. Select "No" in the 'Use Crystal Report Template' field.
  7. Click [File] and close the form.
  8. Select "Client A" and access the 'Ambulatory Progress Notes' form.
  9. Select "Independent Note" in the 'Progress Note For' field.
  10. Select the desired value in the 'Note Type' field.
  11. Enter the desired value in the 'Notes Field' field.
  12. Select "Final" in the 'Draft/Final' field.
  13. Click [Submit].
  14. Validate a 'Confirm Document' dialog is displayed.
  15. Click [Accept].
  16. Enter the password associated to the logged in user and click [Verify].
  17. Access the 'Document Routing Setup' form.
  18. Select "Avatar CWS" in the 'Application' field.
  19. Click [Select Form].
  20. Select "Ambulatory Progress Notes" in the 'Select a form to enable Document Routing' field and click [OK].
  21. Select "Yes" in the 'Use Crystal Report Template' field.
  22. Select the desired crystal report template in the 'Crystal Report' field.
  23. Click [File] and close the form.
  24. Access the 'Add Non-User Signature' form.
  25. Select the form type for 'Ambulatory Progress Notes' in the 'Form Type' field.
  26. Select "Client A" in the 'Entity' field.
  27. Enter the current date in the 'From Date' and 'To Date' fields.
  28. Select the progress note filed in the previous steps in the 'List of Option Documents and Snapshots' field.
  29. Click [Display Document].
  30. Validate the document is displayed as expected.
  31. Click [Close All Documents and Exit].
  32. Enter the desired value in the 'Comments' field.
  33. Click [Sign].
  34. Sign in the 'Please Sign Below' dialog and click [OK].
  35. Validate the signature is displayed.
  36. Click [Submit].
  37. Validate a 'Confirm Document' dialog is displayed.
  38. Validate the document preview displays as expected and the non-user signature is appended to the end of the document.
  39. Click [Accept].
  40. Enter the password associated to the logged in user and click [Verify].
  41. Close the form.
  42. Access the 'Clinical Document Viewer' form.
  43. Select "Client" in the 'Select Type:' field.
  44. Select "Individual" in the 'Select All or Individual Client' field.
  45. Select "Client A" in the 'Select Client' field.
  46. Click [Process].
  47. Validate the document filed is displayed and select it for viewing.
  48. Click [View].
  49. Validate the document displays as expected with the non-user signature appended to the end of the document.
  50. Click [Close All Documents] and close the form.
Scenario 11: 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
  1. Open [TestForm]
  2. Select the desired client
  3. Populate all required and desired fields.
  4. Select "Final" from the 'Draft/Final' field.
  5. Click [Submit Note].
  6. At the 'Route Document to' screen
  7. Search for and add [StaffB] in the approver search field
  8. Click the "Approver" check box next to their name
  9. Validate the [Submit] button is not enabled yet
  10. Search for and add [StaffA] in the "Supervisor" search field
  11. Click the "Final Approver" check box next to their name
  12. Validate the [Submit] button is now enabled
  13. Click [Submit]
  14. Validate the form submits successfully
  15. At the home view, navigate to the 'My To Do's' widget.
  16. Locate the 'To Do' for the document submitted in step 1
  17. Open the 'To Do'
  18. Validate document is displayed as expected
  19. Click [Accept] and [Sign].
  20. Validate the 'To Do' is removed from the 'To Do' list
  21. Open [TestForm] again
  22. Select the desired client
  23. Populate all required and desired fields.
  24. Select "Final" from the 'Draft/Final' field.
  25. Click [Submit Note].
  26. At the 'Route Document to' screen
  27. Validate [StaffA] has defaulted in from the last filing in step 1, as expected
  28. Search for and add [StaffB] in the approver search field
  29. Click the "Approver" check box next to their name
  30. Validate the [Submit] button is not enabled yet
  31. Click the "Final Approver" check box next [StaffA]
  32. Validate the [Submit] button is now enabled
  33. Click [Submit]
  34. Validate the form submits successfully
  35. At the home view, navigate to the 'My To Do's' widget.
  36. Locate the 'To Do' for the document submitted in step 2
  37. Open the 'To Do'
  38. Validate document is displayed as expected
  39. Click [Accept] and [Sign].
  40. Validate the 'To Do' is removed from the 'To Do' list
  41. Log out as [StaffB]
  42. Log in as [StaffA]
  43. At the home view, navigate to the 'My To Do's' widget.
  44. Locate the 'To Do' for the document submitted in step 1
  45. Open the 'To Do'
  46. Validate document is displayed as expected
  47. Click [Accept] and [Sign].
  48. Validate the 'To Do' is removed from the To Do list
  49. Return to the 'To Do' list
  50. Locate the 'To Do' for the document submitted in step 2
  51. Open the 'To Do'
  52. Validate document is displayed as expected
  53. Click [Accept] and [Sign].
  54. Validate the 'To Do' is removed from the 'To Do' list
Scenario 12: '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
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Plan Date T].
  3. Validate the correct date is displayed in the 'Plan Date' field.
  4. Select the desired value in the 'Plan Type' field.
  5. Set the desired value in 'Plan Name'.
  6. Select "Draft" in the 'Treatment Plan Status' field.
  7. Populate any desired problems in the 'Problems' grid.
  8. Populate any desired participant in the 'Plan Participants' grid.
  9. Populate any desired value in other fields.
  10. Click [Submit].
  11. Navigate back to the 'myDay' view and open the 'My To Do's' list.
  12. Click on 'Additional ToDos' and select the To Do created for 'Client A'.
  13. Click [Treatment Plan].
  14. Validate the draft "Treatment Plan" for 'Client A' opens successfully.
  15. Validate that the draft data defaulted successfully.
  16. Complete the remaining required fields.
  17. Select 'Final' from the 'Draft/Final' field
  18. Click [Submit Note].
  19. Click [Sign].
  20. Set the 'Password' field the password of the current logged in user.
  21. Click [Verify].
  22. Validate that a message is displayed stating "Note Filed".
  23. Click [OK].
  24. Validate the To Do is removed from the "My To Do's" list, as expected
Topics
• Document Routing • NX • Progress Notes