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Topics
• LOCUS Data Entry and Calculation
• Product Final to Draft Override
• CALOCUS Data Entry and Calculation
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Guardiant - metric processing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Guardiant
- Guardiant Application - Analytics
Scenario 1: Guardiant Metric Processing/Data - Validations (Avatar CWS)
Specific Setup:
- Have a system configured for "Guardiant" reporting
- Logged in user has access to the "Guardiant" form in Avatar and the "Guardiant" application
Steps
- Open form "Guardiant"
- Click [Test Daily Collection]
- Validate message "Test Succeeded" is displayed
- Click [Yes] to the warning message
- Validate message "Test Succeeded" is displayed
- Click [Test Metrics Collection]
- Validate message "Test Succeeded" is displayed
- Click [Yes] to the warning message
- Validate message "Test Succeeded" is displayed
- Log into "Guardiant"
- At the "Client Search", select the desired client account number
- Click "Analytics" from the menu on the right side panel
- Click the "Clinical" tab at the top of the page
- Navigate to the "# of CWS Progress Notes" graph
- Hover over the current date and a previous date on the graph
- Validate the values displayed, are as expected
- Navigate to the "# of Treatment Plans" graph
- Hover over the current date and a previous date on the graph
- Validate the values displayed, are as expected
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Topics
• Database Management
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Task List - 'Standing Task Definition' form and Task creation process.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Task Definitions
- Task Associations
- System Code Definition
- Orders This Episode
- eMAR
Scenario 1: Task List - Multiple Root System Codes
Specific Setup:
- An outpatient program must exist. (Program A)
- Two or more subsystem codes must exist. (Subsystem Code A, Subsystem Code B).
- User must have access to the sub system codes in 'User Definition' form.
- A pharmacy-type order code must exist. (Order Code A)
- A client must have 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.
- Must be logged into the root system code.
Steps
- Access the 'Task Definitions' form.
- Select "Add" from the 'Add/Edit Task Definition' field.
- Set the 'New Task Code' field to "TaskDef1" and press Tab.
- Set the 'Task Title' field to "Example Task 1" and click [Submit].
- Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [Yes].
- Select "Add" from the 'Add/Edit Task Definition' field.
- Set the 'New Task Code' field to "TaskDef2" and press Tab.
- Set the 'Task Title' field to "Example Task 2" and click [Submit].
- Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No].
- Access the 'Task Associations' form.
- Select "Task Definition" from the 'Task Type' field.
- Select "Example Task 1 (TaskDef1)" from the 'Task Group/Definition' dropdown list.
- Select "Add" from the 'Add/Edit/Delete Association' field.
- Select "Order Entry" from the 'Order Event' field.
- Search for and select any pharmacy-type order code in the 'Order Code' field.
- Click [Update Associations] and [Submit].
- Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [Yes].
- Select "Task Definition" from the 'Task Type' field.
- Select "Example Task 2 (TaskDef2)" from the 'Task Group/Definition' dropdown list.
- Select "Add" from the 'Add/Edit/Delete Association' field.
- Select "Order Entry" from the 'Order Event' field.
- Search for and select any pharmacy-type order code in the 'Order Code' field.
- Click [Update Associations] and [Submit].
- Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
- Access the 'System Code Definition' form.
- Click [Select Existing System Code] and validate the 'Select Existing System Code' dialog is displayed.
- Select "Subsystem Code A" from the 'Select one of the following:' field and click [OK].
- Check the "Program A" checkbox from the 'Associated Programs' and click [Submit].
- Validate a message is displayed that states: "System Code Definition has completed. Do you wish to return to form?" and click [Yes].
- Click [Select Existing System Code] and validate the 'Select Existing System Code' dialog is displayed.
- Select "Subsystem Code B" from the 'Select one of the following:' field and click [OK].
- Validate the "Program A" checkbox is unchecked in 'Associated Programs' and click [Discard].
- Validate a message is displayed that states: "Are you sure you want to Close without saving?" and click [Yes].
- Click on the 'User Menu' and Select the 'Refresh Forms'.
- Select "Client A" and access the Order Entry Console.
- Select 'Orders This Episode'.
- Search for and select "Order Code A" in the 'New Order' field.
- Set the 'Dose' field to "1", 'Dose Unit' field to "Tablet" and 'Freq' field to "ONE TIME ONLY".
- Set the 'Duration' field to "1" and click [Days].
- Validate the 'First Dose Date' field contains current date and 'First Dose Time' field contains current time.
- Populate all required fields and click [Add to Scratchpad].
- Validate the 'Scratchpad' contains an order for "Order Code A".
- Search for and select "Order Code B" in the 'New Order' field.
- Set the 'Dose' field to "1", 'Dose Unit' field to "Tablet" and 'Freq' field to "AS NEEDED".
- Validate that 'PRN' is selected.
- Set the 'Duration' field to "1" and click [Days].
- Populate all required fields and click [Add to Scratchpad].
- Validate 'Scratchpad' contains an order for "Order Code A" and an order for "Order Code B" and click [Sign].
- Validate the 'Order grid' contains an order for "Order Code A" and an order for "Order Code B".
- Access the 'Task List' widget.
- Search for and select the "Client A" from the 'Search Patients' field.
- Validate that one "Example Task 1" task, is created in the current date time column.
- Validate that one "Example Task 2" task, is created in 'PRN Tasks'.
- Access 'eMAR NX'.
- Validate the order for "Order Code A" is displayed under 'STAT/NOW'.
- Validate the order for "Order Code B" is displayed under 'PRN'.
- Log out of the root system code and log into the sub system code.
- Select "Client A" and access the Order Entry Console.
- Click [Order This Episode].
- Validate the 'Order grid' contains the orders for "Order Code A" and "Order Code B".
- Access the 'Task List' widget.
- Search for and select "Client A" in the 'Search Patients' field.
- Validate that one "Example Task 1" task, is created in the current date time column.
- Validate that one "Example Task 2" task, is created in 'PRN Tasks'.
- Access the 'eMAR NX' widget.
- Validate the order for "Order Code A" is displayed under 'STAT/NOW'.
- Validate the order for "Order Code B" is displayed under 'PRN'.
- Log out of "Subsystem Code A" and log into "Subsystem Code B".
- Search for "Client A" in the 'What can I help you find?' field.
- Validate a message is displayed stating "No record found".
- Access the 'Task List' widget.
- Search for and select "Client A" in the 'Search Patients' field.
- Validate the message contains "No record found".
- Access 'eMAR NX'.
- Validate the message contains "Please select a client to view".
Scenario 2: Task List - Validate the tasks with multiple system codes which is created in root system code for Lab orders.
Specific Setup:
- An outpatient program must exist. (Program A)
- Two or more subsystem codes must exist. (Subsystem Code A, Subsystem Code B).
- User must have access to the subsystem codes in 'User Definition' form.
- A lab-type order code must exist. (Order Code A)
- A client must have 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.
- Must be logged into the root system code.
Steps
- Access the 'Task Definitions' form.
- Select "Edit" from the 'Add/Edit Task Definition' field.
- Search for and select "Sepsis Assessment (SEPSIS)" from the 'Existing Task Code' field.
- Validate the 'New Task Code' field contains "SEPSIS".
- Validate the 'Task Title' field contains "Sepsis Assessment" and click [Submit].
- Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [Yes].
- Select "Edit" from the 'Add/Edit Task Definition' field.
- Search for and select "Complete Blood Count Task (CBCTask)" from the 'Existing Task Code' field.
- Validate the 'New Task Code' field contains "CBCTask".
- Validate the 'Task Title' field contains "Complete Blood Count Task" and click [Submit].
- Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No].
- Access the 'Task Associations' form.
- Select "Task Definition" from the 'Task Type' field.
- Select "Sepsis Assessment (SEPSIS)" from the 'Task Group/Definition' dropdown list.
- Select "Edit" from the 'Add/Edit/Delete Association' field.
- Select "Complete Blood Count (CBC)" from the 'Existing Association' field.
- Validate "Order Entry" is selected from 'Order Event' field.
- Validate the 'Order Code' field contains "Complete Blood Count".
- Click [Update Associations] and [Submit].
- Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [Yes].
- Select "Task Definition" from the 'Task Type' field.
- Select "Complete Blood Count Task (CBCTask)" from the 'Task Group/Definition' dropdown list.
- Select "Edit" from the 'Add/Edit/Delete Association' field.
- Select "Complete Blood Count (CBC)" from the 'Existing Association' field.
- Validate "Order Entry" is selected from 'Order Event' field.
- Validate the 'Order Code' field contains "Complete Blood Count".
- Click [Update Associations] and [Submit].
- Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
- Access the 'System Code Definition' form.
- Click [Select Existing System Code] and validate the 'Select Existing System Code' dialog is displayed.
- Select "Subsystem Code A" from the 'Select one of the following:' field and click [OK].
- Check the "O.P Adolescent S.A" checkbox from the 'Associated Programs' and click [Submit].
- Validate a message is displayed that states: "System Code Definition has completed. Do you wish to return to form?" and click [Yes].
- Click [Select Existing System Code] and validate the 'Select Existing System Code' dialog is displayed.
- Select "Subsystem Code B" from the 'Select one of the following:' field and click [OK].
- Validate "O.P Adolescent S.A" checkbox is unchecked in 'Associated Programs' and click [Discard].
- Validate a message is displayed that states: "Are you sure you want to Close without saving?" and click [Yes].
- Click on the 'User Menu' and click the 'Refresh Forms'.
- Select "Client A" and access the Order Entry Console.
- Select the 'Orders This Episode' tab.
- Search for and select "Order Code A" in the 'New Order' field.
- Set the 'Freq' field to "DAILY-12:00 PM".
- Set the 'Duration' field to "1" and click [Days].
- Populate all required fields and click [Add to Scratchpad] and click [Sign].
- Validate an order for "Order Code A" is displayed in the 'Order grid'.
- Access the 'Task List' widget.
- Search for and select the "Client A" from the 'Search Patients' field.
- Validate the "Sepsis Assessment" and "Complete Blood Count Task" tasks are created in the scheduled date time column.
- Log out of the root system code and login to "Subsystem Code A".
- Select "Client A" and access the Order Entry Console.
- Click the 'Orders This Episode' tab.
- Validate the order for "Order Code A" is displayed in the 'Order grid'.
- Access the 'Task List' widget.
- Search for and select "Client A" in the 'Search Patients' field.
- Validate the "Sepsis Assessment" and "Complete Blood Count Task" tasks are created in the scheduled date time columns.
- Log out of "Subsystem Code A" and log into "Subsystem Code B".
- Search for "Client A" in the 'What can I help you find?' field.
- Validate a message is displayed stating "No record found".
- Access the 'Task List' widget.
- Search for and select "Client A" in the 'Search Patients' field.
- Validate the message contains "No record found".
Task List - 'Standing Task Definition' form and Task creation process.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Task Definitions
- System Code Definition
Scenario 1: Task List - Outpatient Admission through 'Standing Task Configuration'
Specific Setup:
- The 'Avatar CWS->Task List->->->->Number of Hours to Display Overdue Tasks for' registry setting must be set to "48".
- Please log out of the application and log back in after completing the above configuration.
- An outpatient program must exist. (Program A)
- Two or more subsystem codes must exist. (Subsystem Code A, Subsystem Code B)
- User must have access to the sub system codes in 'User Definition' form.
- Must be logged into the root system code.
Steps
- Access the 'Task Definitions' form.
- Select "Add" from the 'Add/Edit Task Definition' field.
- Set the 'New Task Code' field to "Standing51" and press Tab.
- Set the 'Task Title' field to "Standing Task 51" and click [Submit].
- Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [Yes].
- Select "Add" from the 'Add/Edit Task Definition' field.
- Set the 'New Task Code' field to "Standing52" and press Tab.
- Set the 'Task Title' field to "Standing Task 52" and click [Submit].
- Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No].
- Access the 'Standing Task Configuration' form.
- Select "Program A" from the 'Program' field.
- Select "Add" from the 'Add/Edit/Remove Task' field.
- Select "Task Definition" from the 'Task Type' field.
- Search for and select "Standing Task 51 (Standing51)" from the 'Task Group/Definition' field.
- Search for and select "ONE TIME ONLY (OTO)" from the 'Frequency' field.
- Click [Update Program].
- Select "Add" from the 'Add/Edit/Remove Task' field.
- Select "Task Definition" from the 'Task Type' field.
- Search for and select "Standing Task 52 (Standing52)" from the 'Task Group/Definition' field.
- Search for and select "Every Hour (Q1H)" from the 'Frequency' field.
- Click [Update Program] and [Submit].
- Validate a message is displayed that states: "Standing Task Configuration has completed. Do you wish to return to form?" and click [No].
- Access the 'System Code Definition' form.
- Click [Select Existing System Code] and validate the 'Select Existing System Code' dialog is displayed.
- Select "Subsystem Code A" from the 'Select one of the following:' field and click [OK].
- Check the "Program A" checkbox from the 'Associated Programs' and click [Submit].
- Validate a message is displayed that states: "System Code Definition has completed. Do you wish to return to form?" and click [Yes].
- Click [Select Existing System Code] and validate the 'Select Existing System Code' dialog is displayed.
- Select "Subsystem Code B" from the 'Select one of the following:' field and click [OK].
- Validate "Program A" checkbox is unchecked in 'Associated Programs' and click [Discard].
- Validate a message is displayed that states: "Are you sure you want to Close without saving?" and click [Yes].
- Click on the 'User Menu' and Select the 'Refresh Forms'.
- Access the 'Admission (OutPatient)' form.
- Enter a value in the 'First Name' and 'Last Name' fields.
- Select a value in the 'Sex' field.
- Enter a value in the 'Social Security Number' field and the 'Date of Birth' field.
- Click [Search] and [New Client].
- Validate a message is displayed that states: "Auto Assign Next ID Number?" and click [Yes].
- Set the 'Preadmit/Admission Date' field to "T-3".
- Select "Program A" from the 'Program' field.
- Complete all other required fields and click [Submit].
- Access the 'Task List' widget.
- Search for and select the new client from the 'Search Patients' field.
- Validate that one "Standing Task 51" task, is created under 'Unscheduled'.
- Validate that one "Standing Task 52" task, is created in 'PRN Tasks'.
- Log out of the root system code and login to "Subsystem Code A".
- Access the 'Task List' widget.
- Search for and select the client created when logged into the root system code in the 'Search Patients' field.
- Validate that one "Standing Task 51" task, is created under 'Unscheduled'.
- Validate that one "Standing Task 52" task, is created in 'PRN Tasks'.
- Log out of "Subsystem Code A" and log into "Subsystem Code B".
- Access the 'Task List' widget.
- Search for and select the client created in the root system code in the 'Search Patients' field.
- Validate the message contains "No record found".
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Topics
• Task List
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Results - SQL table CWSSYSTEM.results_detail
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Results Entry
- Delete Result
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 the message displays: 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 the message displays: 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 the message is displays: This will delete the selected result and all of its associated details. Are you sure you want to continue?
- Click [Yes]
- Validate the message displays: Result deleted.
- Click [OK] and [Exit Option].
Scenario 2: Validating CDR SQL table CWSSYSTERM.results_detail
Specific Setup:
Steps
- Using the "Results Entry" form
- Order a result header and detail.
- Using the preferred method to validate SQL tables, validate the CDR table CWSSYSTEM.results_detail for the following fields:
- interface_vendor_name
- interface_vendor_type
- OE_order_Unique_ID
- filler_order_number
- placer_order_number
- universal_service_ID_code
- univeral_service_ID_code_type
- universal_service_id_val_all
- univeral_service_id_value
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Topics
• Results
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Progress Notes and Treatment Plan - Label fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Admission
- Create New Treatment Plan
- Clinical Document Viewer
- HomeView - My To Do's widget
- Treatment Plan Number 6
- Form Designer (CWS)
- Form Designer (PM)
- Create New Progress Notes Form
- Progress Notes (Group and Individual) 6
- Progress Notes (Group and Individual)
Scenario 1: Copy of Treatment Plan - Validate document routing
Specific Setup:
- A copy of the "Treatment Plan" form exists or is created.
- Document routing is enabled for the copy of the "Treatment Plan" form.
- Using "Site Specific Section Modeling" add a label field to the Client form of the copy of the "Treatment Plan".
- Using "Form Designer", edit the label field that you added in previous step.
- Add HTML code to the label and make some text bold or italicized.
- Enable registry setting "Include Label Fields In Data Display".
Steps
- Open the copy of the "Treatment Plan" 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 "Treatment Plan" 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 "Treatment Plan" 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 "Treatment Plan" form.
- Create a Treatment Plan 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 12 for each additional approver.
- Open "Clinical Document Viewer".
- Validate the document that was just filed display and prints.
- Open the copy of the Treatment Plan that has the label field changes.
- Validate the changes made to the label field in "Form Designer" can be seen.
- Populate all required fields.
- Finalize and submit the form.
- Validate the image generated includes the label changes, any bold or italicized text and that it includes all labels from the form.
- Validate that all fields are included in the image.
Scenario 2: 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.
- Using "Site Specific Section Modeling", add a label field to the form.
- Using "Form Designer", change the contents of the label fields on the form added om the previous step.
- Enable the Registry Setting "Include Label Fields In Data Display" by setting it to "Y".
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.
- 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 12-13 for each additional approver.
- Open "Clinical Document Viewer".
- Validate the document that was just filed display and prints.
- Open the Progress note copy that has had the forms designer Label field change.
- Validate you can see the changed label on the form.
- Fill out all required fields.
- Finalize the form by setting the "Draft/Final" field to "Final".
- Click "Submit".
- Select "Accept and Route" or "Accept and Sign" on the "Confirm Document" screen.
- Validate all fields are included in the image (even if not filled in) and that you can see the changes to the label made in "Form Designer".
- Assign to an approver.
- Log in as the approver.
- Navigate to the "ToDo" widget.
- Click to "Review" the document.
- Validate the image shows all fields and that you can see the change made to the label in "Form Designer".
- "Click Accept".
- Click "Sign".
- Open the "Clinical Document Viewer" form.
- Retrieve and view the document that was just saved.
- Select "Accept and Route" or "Accept and Sign" on the "Confirm Document" screen.
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Topics
• Treatment Plan
• Progress Notes
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CWS - Hold on Leave
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Orders This Episode
- Leaves
- eMAR
Scenario 1: OE NX - Put Orders On Hold During Leave
Specific Setup:
- Avatar PM 2024 Update 36, Avatar OE 2024 Update 35, Avatar eMAR 2024 Update 16, Avatar CWS 2024 Update 48 and myAvatar NX Release 2024.07.00 is required in order to utilize full functionality.
- The "(772) Discontinue or Hold Orders Upon Leave" extended attribute must be set to "Hold" in the Client '(757) Types Of Leave From' dictionary for "Leave"
- 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.
- Search for and select any pharmacy-type order code.
- Populate the required fields and click [Add to Scratchpad].
- Search for and select any lab-type order code.
- Populate the required fields selecting a "PRN" frequency and click [Add to Scratchpad].
- Search for and select any dietary oral-type order code.
- Populate the required fields and click [Add to Scratchpad] and [Sign].
- Validate the 'Order grid' contains three orders.
- Access the 'Leaves' form.
- Populate the required fields selecting "Leave" from the 'Type of Leave From' field and click [Submit].
- Access the Order Entry Console.
- Validate the 'Order grid' contains the three orders with each having an action of "Active (On Hold automatically upon leave - Leave)".
- Access 'eMAR NX' for "Client A".
- Validate there is a banner across the pharmacy-type order hour columns displaying "Leave (Leave) Effective (leave date and leave time)".
- Click [Scan Client], populate the required fields, and click [Save].
- Perform 'Client Education' and 'Order Acknowledgement'.
- Click the ellipsis for the pharmacy-type order and select "Document Additional Dose".
- Validate the 'Select Administration Time' dialog is launched.
- Select any value in the 'Scheduled Undocumented Doses' section and click [Select].
- Validate the order is displayed in the 'Medication List' and click [Administer].
- Validate the 'Medication Administration' dialog is displayed.
- Populate the required fields.
- Click [Address Alerts] and validate there is an alert on the 'Administration Date/Time' tab that displays "This Administration Event is occurring while the order is on hold due to leave (Leave)."
- Override any alerts and click [Save Override(s)] and [Close].
- Click [Save].
- Validate a cell displays administration data for the time selected.
- Access 'Task List'.
- Search for and select "Client A" in the 'Search Clients' field.
- Validate the 'Dietary Oral-type' does not display.
- Click 'PRN Tasks'
- Validate the 'Lab' order is displayed, select the order, and click [Collect].
- Perform 'Order Acknowledgement' and 'Education'.
- Validate the 'Specimen Collection' dialog is displayed.
- Populate the required fields.
- Click [Alerts] and validate a warning displays "This Administration Event is occurring while the order is on hold due to leave (Leave)."
- Override any alerts and click [Save Override(s)] and [Close].
- Click [Sign].
- Access the Order Entry Console.
- Select the Dietary Oral-type order in the 'Order grid' and click [Resume], [Add to Scratchpad], and [Sign].
- Access 'Task List'.
- Click the 'Dietary-Oral Admin' for the next collection time.
- Click the checkbox for the order and click [Administer], [Acknowledge], and [Educate].
- Validate the 'Dietary-Oral Administration' dialog is displayed
- Populate the required fields.
- Click [Alerts], override any alerts and click [Save Override(s)] and [Close].
- Click [Sign].
|
Topics
• eMAR NX
|
Treatment Plan - 'Number of Multiple Response List Box Rows' setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
Scenario 1: Treatment Plan - Validate the 'Number of Multiple Response List Box Rows' setting for multi-select dictionary fields in the Tree view
Specific Setup:
- A client is enrolled in an existing episode (Client A).
- The 'Treatment Plan' form must have the following configured in 'Site Specific Section Modeling':
- 'SS Treatment Plan Problem Multiple Response Dictionary' added to the 'Problems' section
- "6" defined in the 'Number of Multiple Response List Box Rows' field
- 6+ dictionary values must be defined for this field in 'Dictionary Update'.
- 'SS Treatment Plan Goal Multiple Response Dictionary' added to the 'Goals' section
- "5" defined in the 'Number of Multiple Response List Box Rows' field
- 5+ dictionary values must be defined for this field in 'Dictionary Update'.
- 'SS Treatment Plan Obj Multiple Response Dictionary' added to the 'Objectives' section
- "2" defined in the 'Number of Multiple Response List Box Rows' field
- 2+ dictionary values must be defined for this field in 'Dictionary Update'.
- 'SS Treatment Plan Int Multiple Response Dictionary' added to the 'Interventions' section
- "4" defined in the 'Number of Multiple Response List Box Rows' field
- 4+ dictionary values must be defined for this field in 'Dictionary Update'.
Steps
- Select "Client A" and access the 'Treatment Plan' form.
- Enter the desired date in the 'Plan Date' field.
- Enter the desired value in the 'Plan Name' field.
- Select "Draft" in the 'Treatment Plan Status' field.
- Click [Launch Plan].
- Click [Add New Problem].
- Populate all required fields for the problem.
- Validate the 'SS Treatment Plan Problem Multiple Response Dictionary' field is displayed, and shows 6 dictionary values by default based on the 'Number Of Multiple Response List Box Rows' configuration.
- Select the desired value(s) in the 'SS Treatment Plan Problem Multiple Response Dictionary' field.
- Click [Add New Goal].
- Populate all required fields for the goal.
- Validate the 'SS Treatment Plan Goal Multiple Response Dictionary' field is displayed, and shows 5 dictionary values by default based on the 'Number Of Multiple Response List Box Rows' configuration.
- Select the desired value(s) in the 'SS Treatment Plan Goal Multiple Response Dictionary' field.
- Click [Add New Objective].
- Populate all required fields for the objective.
- Validate the 'SS Treatment Plan Obj Multiple Response Dictionary' field is displayed, and shows 2 dictionary values by default based on the 'Number Of Multiple Response List Box Rows' configuration.
- Select the desired value(s) in the 'SS Treatment Plan Obj Multiple Response Dictionary' field.
- Click [Add New Intervention].
- Validate the 'SS Treatment Plan Int Multiple Response Dictionary' field is displayed, and shows 4 dictionary values by default based on the 'Number Of Multiple Response List Box Rows' configuration.
- Select the desired value(s) in the 'SS Treatment Plan Int Multiple Response Dictionary' field.
- Click [Return to Plan], [OK], and [Submit].
- Select "Client A" and access the 'Treatment Plan' form.
- Click [Edit] for the treatment plan filed in the previous steps.
- Click [Launch Plan].
- Validate all previously filed data is displayed.
- Close the form.
Scenario 2: Treatment Plan - File a Treatment Plan with Document Routing
Specific Setup:
- The 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.
- The 'Enable Automatic Backup' registry setting is set to "N".
- Must have a Word document with text containing smart quotes (Text A).
Steps
- Select "Client A" and access the 'Treatment Plan' form.
- Click [Add].
- Enter the current date 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.
- Enter any value in the 'Strength' field.
- Click on the [Text Editor] icon for the 'Strength Field'.
- Copy "Text A" from the Word document and paste it into the 'Text Editor'.
- Click [Save].
- Validate that the 'Strength Field' contains the value from "Text A".
- 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].
- Validate the 'Plan Date' field is disabled.
- Select "Final" in the 'Draft/Final' field.
- Select "Active" in the 'Current Status' field.
- Click [Submit].
- Validate a 'Confirm Document' dialog is displayed.
- 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.
Progress Notes - Error validations
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Dynamic Form - Pre-Display Confirmation
- Progress Notes (Group and Individual)
- Ambulatory Progress Notes
Scenario 1: Ambulatory Progress Notes - Error Validations
Specific Setup:
- A client is enrolled in an existing outpatient episode (Client A).
- The logged in user has an associated staff member in 'User Definition' (User A).
- The 'Enable Practitioner' registry setting is set to "N" for the 'Ambulatory Progress Notes' form.
Steps
- Select "Client A" and access the 'Ambulatory Progress Notes' form.
- Select "New Service" in the 'Progress Note For' field.
- Populate all required fields.
- Select "Final" in the 'Draft/Final' field but do not file the note yet.
- Access the 'User Definition' form.
- Select "User A" in the 'Select User' field.
- Select the "User Caseload" section.
- Select "No" in the 'Is User a Staff Member' filed.
- Submit the form.
- Navigate back to the 'Ambulatory Progress Notes' form.
- Click [Submit].
- Validate an error message is displayed stating: Error Filing Note. User is not a Staff member. User must be a Staff member to create a new service.
- Click [OK].
- Access the 'User Definition' form.
- Select "User A" in the 'Select User' field.
- Select the "User Caseload" section.
- Select "Yes" in the 'Is User a Staff Member' filed.
- Select the associated staff in the 'Staff Member' field.
- Submit the form.
- Navigate back to the 'Ambulatory Progress Notes' form.
- Click [Submit].
- Validate successful submission.
Scenario 2: Inpatient Progress Notes - Error Validations
Specific Setup:
- A client is enrolled in an existing inpatient episode (Client A).
- The logged in user has an associated staff member in 'User Definition' (User A).
- The 'Enable Practitioner' registry setting is set to "N" for the 'Inpatient Progress Notes' form.
Steps
- Select "Client A" and access the 'Inpatient Progress Notes' form.
- Select "New Service" in the 'Progress Note For' field.
- Populate all required fields.
- Select "Final" in the 'Draft/Final' field but do not file the note yet.
- Access the 'User Definition' form.
- Select "User A" in the 'Select User' field.
- Select the "User Caseload" section.
- Select "No" in the 'Is User a Staff Member' filed.
- Submit the form.
- Navigate back to the 'Inpatient Progress Notes' form.
- Click [Submit].
- Validate an error message is displayed stating: Error Filing Note. User is not a Staff member. User must be a Staff member to create a new service.
- Click [OK].
- Access the 'User Definition' form.
- Select "User A" in the 'Select User' field.
- Select the "User Caseload" section.
- Select "Yes" in the 'Is User a Staff Member' filed.
- Select the associated staff in the 'Staff Member' field.
- Submit the form.
- Navigate back to the 'Inpatient Progress Notes' form.
- Click [Submit].
- Validate successful submission.
|
Topics
• Treatment Plan
• Site Specific Section Modeling
• Progress Notes
• User Definition
|
Care Record Mapping - Modeled forms containing multiple tables
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
Scenario 1: Care Record Mapping - Validate the 'ListEhrAssessmentResult' SDK action
|
Topics
• Care Record Mapping
|
Treatment Plan - Site Specific Section Modeling fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Treatment Plan
- Chart Review
- Treatment Plan Deletion
- Create New Treatment Plan
- Review To Do Item
- Clinical Document Viewer
Scenario 1: Chart Review - Treatment Plan
Specific Setup:
- Add the "Treatment Plan" form to the Chart documents.
- Using the "Treatment Plan" form, draft a treatment plan.
Steps
- Open the "Chart Review" form for the test client.
- Select the "Treatment Plans" from the documents list.
- Select the "Treatment Plan" that was just drafted.
- Validate the treatment plan displays as it was entered.
- Select to edit the treatment plan.
- Finalize the treatment plan.
- Using the "Chart Review" form, validate the finalized treatment plan displays as it was finalized.
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: 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).
- New site specific section modeling fields are added to the "Treatment Plan" form for each section of the Treatment Plan form.
- The fields need to be added to the following Treatment Plan sections: Client, Participants, Problems, Goals, Objectives, Interventions.
- The fields are types: Single Response dictionary and Multiple Response dictionary..
- Add dictionary values for each site specific section modeling single response and multiple response dictionary fields.
- Add at minimum, one single response field and one multiple response fields.
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.
- Populate each of the user defined single and multiple response site specific section modeling fields to each section of the treatment plan
- 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.
- Validate each of the single and multiple response dictionaries fields contain the values that were selected for the fields.
- Close the form.
Scenario 4: 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).
- New site specific section modeling fields are added to the "Treatment Plan" form for each section of the Treatment Plan form.
- The fields need to be added to the following Treatment Plan sections: Client, Participants, Problems, Goals, Objectives, Interventions. The fields types are: ' Single Response' dictionary and 'Multiple Response' dictionary.
- Add dictionary values for each site specific section modeling single response and multiple response dictionary fields.
- Add at minimum, one single response field and one multiple response fields.
- Episodic and Non Episodic Treatment Plans must be on file for (Client A)
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 each of the user defined single and multiple response site specific section modeling fields to each section of the treatment plan
- 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.
- Validate each of the single and multiple response dictionaries fields contain the values that were selected for the fields.
- Close the form.
Scenario 5: 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 6: Treatment Plan - Site Specific Section Modeling fields
Steps
- Open the "Site Specific Section Modeling".
- Select the Treatment Plan (CW6000)" form.
- Add at a minimum 1 Single Response Dictionary field and 1 Multiple Response Dictionary field to the Client section of the treatment plan.
- Select the Treatment Plan Problems (CW6000)" form.
- Add at a minimum 1 Single Response Dictionary field and 1 Multiple Response Dictionary field to the Client section of the treatment plan.
- Select the Treatment Plan Problems (CW6000)" form.
- Add at a minimum 1 Single Response Dictionary field and 1 Multiple Response Dictionary field to the Client section of the treatment plan.
- Select the Treatment Plan Goals (CW6000)" form.
- Add at a minimum 1 Single Response Dictionary field and 1 Multiple Response Dictionary field to the Client section of the treatment plan.
- Select the Treatment Plan Inventions (CW6000)" form.
- Add at a minimum 1 Single Response Dictionary field and 1 Multiple Response Dictionary field to the Client section of the treatment plan.
- Select the Treatment Plan Objectives (CW6000)" form.
- Add at a minimum 1 Single Response Dictionary field and 1 Multiple Response Dictionary field to the Client section of the treatment plan.
- Select the "Treatment Plan Participants (CW6000)" form.
- Add at a minimum 1 Single Response Dictionary field and 1 Multiple Response Dictionary field to the Client section of the treatment plan.
- Using the "Forms and Table Documentation" form.
- Generate a report for the Treatment Plan form.
- Note the data element numbers for each Site Specific Section Modeling fields.
- Using the "Dictionary Update" form under CWS.
- Add dictionaries to the CWS File for each of the site specific section modeling fields dictionary element numbers that were added to the treatment plan
- Open the "Treatment Plan" form
- Create a treatment plan by filling out each section and making sure to populate the various site specific section modeling single and multiple dictionary fields.
- Finalize the treatment plan.
- Route to another user.
- Log in as the other use.
- Navigate to the "MyToDo" widget.
- Accept and Sign the document.
- Open the "Clinical Document Viewer" form.
- Locate and view the document that was just created and finalized.
- Validate it appears exactly as it was created.
|
Topics
• Treatment Plan
• Chart View
• Web Services
• Site Specific Section Modeling
|
Task List - Support all caseload types and dynamic refresh My Caseload/Unit.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Admission
- Delete Last Movement
- Discharge
- Leaves
- Delete Bed Assignment
- Manage Nursing Caseload
- Manage Observer Caseload
- Team Definition
Scenario 1: Task List - View by Unit filter - Dynamic refresh
Specific Setup:
- Avatar CWS 2024 Update 55 and myAvatar NX Release 2024.07.00 are required in order to utilize full functionality.
- At least two units must exist. (Unit A) (Unit B)
- Multiple clients must be admitted into both "Unit A" and "Unit B".
- Three sessions of myAvatar NX will be opened. (Session A, Session B and Session C)
Steps
- Log into myAvatar NX. (Session A)
- Access 'Task list'.
- Select "By Unit" from the 'View' field.
- Select "Unit A" from the 'Unit' field.
- Keep 'Session A' opened and log into another session of myAvatar NX. (Session B)
- Access 'Task list'.
- Select "By Unit" from the 'View' field.
- Select "Unit B" from the 'Unit' field.
- Keep 'Session B' opened and login to another session of myAvatar NX. (Session C)
- Access 'Admission' form.
- Create a new client and admit them into any inpatient program and associate them with "Unit A".
- Switch back to 'Session A'.
- Validate the 'Task List' console automatically gets refreshed and the newly admitted client is displayed.
- Switch back to 'Session C'.
- Access the 'Delete Last Movement' form and delete the admission movement created for the client above.
- Switch back to 'Session A'.
- Validate the 'Task List' console automatically gets refreshed and the newly admitted client is removed from the selected unit.
- Make note of another client in the unit. (Client B)
- Switch back to 'Session C'.
- Search for and select "Client B", who was noted in "Unit A".
- Access the 'Discharge' form and discharge the client.
- Switch back to 'Session A'.
- Validate the 'Task List' console automatically gets refreshed and that "Client B". who was discharged is removed from the selected unit.
- Make note of another client in the unit. (Client C)
- Switch back to 'Session C'.
- Search for and select "Client C", who was noted in "Unit A".
- Access 'Leaves' form.
- Populate all the required fields and click [Submit].
- Switch back to 'Session A'.
- Validate the 'Task List' console automatically gets refreshed and that "Client C", who is on leave is removed from the selected unit.
- Switch back to 'Session C''.
- Search for and select "Client C".
- Access the 'Return From leaves' form and return them from leave.
- Switch back to 'Session A'.
- Validate the 'Task List' console automatically gets refreshed and that "Client C", who is returned from leave is added to the selected unit.
- Switch back to 'Session C'.
- Access 'Bed Assignment' form.
- Search for and select "Client C", who was returned from leave.
- Assign the client to "Unit B".
- Switch back to 'Session A'.
- Validate the 'Task List' console automatically gets refreshed and that "Client C" is removed from "Unit A".
- Switch to 'Session B'.
- Validate the 'Task List' console automatically gets refreshed and that "Client C" appears for "Unit B".
- Switch back to 'Session C'.
- Access the 'Delete Bed Assignment' form and delete the last bed assignment to "Unit B".
- Switch to 'Session B'.
- Validate the 'Task List' console automatically gets refreshed and that "Client C" is no longer displayed for "Unit B".
- Switch to 'Session A'.
- Validate the 'Task List' console automatically gets refreshed and that "Client C" is displayed for "Unit A".
Scenario 2: Task List - View by 'My Caseload' filter - Dynamic refresh
Specific Setup:
- Avatar CWS 2024 Update 55 and myAvatar NX Release 2024.07.00 are required in order to utilize full functionality.
- Two sessions of myAvatar NX will be opened. (Session A, Session B)
- Two users must exist that have associated practitioners. (User A and User B)
- At least three clients must be active. (Client A, Client B and Client C)
- "Client A", "Client B", and "Client C" are not associated with "User B's" caseload.
- At least one unit must have an empty bed.
- Must be logged in as "User B".
Steps
- Log into myAvatar NX as "User B". (Session A)
- Access 'Task List' console.
- Validate the 'View' field contains "My Caseload" and that the list of clients matches with the clients in 'My Clients' widget.
- Keep 'Session A' opened and log into another session of 'myAvatar NX' application as "User A". (Session B)
- Access 'Manage Nursing Caseload' form.
- Search for and select "User B" in the 'Select User' field.
- Select "Add" in the 'Add or Remove Client From Caseload' field.
- Search for and select "Client A" in the 'Client' field.
- Click [Update Caseload] and validate the 'Current Caseload' field contains "Client A".
- Close the form.
- Switch back to 'Session A'.
- Validate the 'Task List' console automatically gets refreshed and that "Client A" is added to 'My Caseload' list and the 'My Clients' widget.
- Switch back to 'Session B'
- Access 'Manage Observer Caseload' form.
- Search for and select "User B" in the 'Select User' field.
- Select "Add" in the 'Add or Remove Client From Caseload' field.
- Search for and select "Client B" in the 'Client' field.
- Validate "Caseload" is selected in the 'Use Observer Caseload or Unit Selection' field.
- Click [Update Caseload] and validate the 'Current Caseload' field contains "Client B".
- Close the form.
- Switch back to 'Session A'.
- Validate the 'Task List' console automatically gets refreshed and that "Client B" is added to 'My Caseload' and the 'My Clients' widget.
- Switch back to 'Session B'.
- Access 'Team Definition' form.
- Set the 'Team ID' field to any value and the 'Team Description' field to any value.
- Select "Yes" in the 'Active' field and click [File].
- Validate the 'Confirm' dialog is displayed and contains the message "Filed" and click [OK].
- Click [Select Team] and select the new team created in the 'Select Team' dialog and click [OK].
- Click [Select Users].
- Check the checkbox for "User B" and click [OK].
- Select the 'Individual Client Assignment' item and click [Add New Item].
- Search for and select "Client C" in the 'Client ID' field.
- Check the "Episode 1" checkbox in the 'Episode(s)' field.
- Select the 'Team Definition' item and click [File].
- Close the form.
- Switch back to 'Session A'.
- Validate the 'Task List' console automatically gets refreshed and that "Client C" is added to 'My Caseload' and the 'My Clients' widget.
- Switch back to 'Session B'.
- Access 'Team Definition' form
- Click [Select Team] and select the team created above in the 'Select Team' dialog and click [OK].
- Select the 'Individual Client Assignment' item, select the first row, and click [Delete Selected Item].
- Validate the message contains "Are you sure?" and click [Yes].
- Select the 'Team Definition' item and click [File].
- Validate a "Filed" message is displayed and click [OK].
- Close the form.
- Switch back to 'Session A'.
- Validate the 'Task List' console automatically gets refreshed and that "Client C" is removed from 'My Caseload' and the 'My Clients' widget.
- Switch back to 'Session B'.
- Access 'Admission' form.
- Create a client and associate them with the staff member associated with "User B".
- Switch back to 'Session A'.
- Validate the 'Task List' console automatically get refreshed and the newly admitted client is added to 'My Caseload' and the 'My Clients' widget.
- Switch back to 'Session B'.
- Access 'Discharge' form and discharge the episode for the client created above.
- Switch back to 'Session A'.
- Validate the 'Task List' console automatically gets refreshed and that the discharged client is removed from 'My Caseload' and the 'My Clients' widget.
Task List
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Orders This Episode
- Task Definitions
- Task Associations
- eMAR
- Admission
- Discharge
Scenario 1: Task List - ensure new tasks are not created when discontinuing an order
Specific Setup:
- A pharmacy-type order code must exist. (Pharmacy 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 any pharmacy-type order in the 'New Order' field.
- Select "Every 4 Hours" from the 'Freq' field.
- Set the 'First Dose Date' field to yesterday's date.
- Set the 'First Dose Time' field to "10:00 AM".
- Set the 'Duration' field to "2" and click [Days].
- Populate all remaining required fields.
- Click [Add to Scratchpad] and [Sign].
- Validate the 'Order grid' contains the new order.
- Access 'Task List'.
- Search for and select "Client A" in the 'Search Patients' field.
- Validate the 'Unscheduled' column contains "Med Order Acknowledgement" and "Med Order Education".
- Validate the "Med Admin" task is created for every 4 hours till the duration ends.
- Validate the 'Overdue' column contains "Med Admin" tasks and click on the "Med Admin" link.
- Click on the "Navigate to eMAR to Complete" link.
- Validate 'eMAR NX' launches and contains the order created.
- Click on the 'Back To Task List' link and validate that 'Task List' launches.
- Access the 'Task Definitions' form.
- Select "Add" in the 'Add/Edit Task Definition' field.
- Set the 'New Task Code' field to "NewTask" and press the Tab key.
- Set the 'Task Title' field to "NewTask Example" and click [Submit].
- Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No].
- Access the 'Task Associations' form.
- Select "Task Definition" in the 'Task Type' field.
- Search for and select "NewTask Example (NewTask)" in the 'Task Group/Definition' field.
- Select "Add" in the 'Add/Edit/Delete Association' field.
- Select "Order Entry" in the 'Order Event' field.
- Search for and select the order code used to create the order above from the 'Order Code' field.
- Click [Update Associations] and [Submit].
- Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
- Click the 'User Menu' and select the 'Refresh Forms'.
- Access the Order Entry Console.
- Select the order in the 'Order grid' and click [D/C], [Add to Scratchpad], and [Sign].
- Access 'Task List'.
- Search for and select "Client A" in the 'Search Patients' field.
- Validate the 'Unscheduled' column contains the "Med Order Acknowledgement" and "Med Order Education".
- Validate the "Med Admin" tasks are created under the "Overdue" column.
- Validate there are no new tasks created when the order is discontinued.
Scenario 2: Task List - ensure new tasks are not created on Discharge
Specific Setup:
- An inpatient program must exist. (Program A)
Steps
- Access the 'Admission' form.
- Create a new client who is associated with "Program A".
- Access the 'Task Definitions' form.
- Select "Add" in the 'Add/Edit Task Definition' field.
- Set the 'New Task Code' field to "New" and press the Tab key.
- Set the 'Task Title' field to "New Task" and click [Submit].
- Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No].
- Access the 'Standing Task Configuration' form.
- Select "Program A" from the 'Program' field.
- Select "Add" from the 'Add/Edit/Remove Task' field.
- Select "Task Definition" from the 'Task Type' field.
- Search for and select "New Task (New)" from the 'Task Group/Definition' field.
- Set the 'Duration' field to "2" and select "Days" from the 'Duration Units' field.
- Search for and select "Every 4 Hours (Q4H)" from the 'Frequency' field.
- Click [Update Program] and [Submit].
- Validate a message is displayed that states: "Standing Task Configuration has completed. Do you wish to return to form?" and click [No].
- Click the 'User Menu' and select the 'Refresh Forms'.
- Access 'Discharge' form.
- Set the 'Discharge Date' field to the current date.
- Set the 'Discharge Time' field to the current time.
- Populate all the required fields and click [Submit].
- Access 'Task List'.
- Search for and select "Client A" in the 'Search Patients' field.
- Validate there are no tasks created.
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Topics
• Task List
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'Patient Health Questionnaire-9' quick action
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Quick Actions widget - Patient Health Questionnaire-9
Scenario 1: 'Quick Actions' widget - Validate "Draft" 'Patient Health Questionnaire-9' assessment
Specific Setup:
- This is for Avatar NX systems only.
- The 'Quick Actions' widget must be on the user's myDay view.
- The 'Patient Health Questionnaire-9' Quick Action is assigned to the user in 'NX View Definition' form.
- A client must be enrolled in an existing episode. (Client A)
Steps
- Select "Client A" and navigate to the 'Quick Actions' widget.
- Navigate to the 'Patient Health Questionnaire-9' quick action.
- Click [Add].
- Select the desired episode in the 'Episode' field.
- Validate the 'Assessment Date' field contains the current date.
- Validate the 'Assessment Practitioner' field is populated.
- Validate "Draft" is selected in the 'Assessment Status' field.
- Select the desired value in the '1) Little interest or pleasure in doing things' field.
- Select the desired value in the '2) Feeling down, depressed, or hopeless' field.
- Select the desired value in the '3) Trouble falling or staying asleep, or sleeping too much' field.
- Select the desired value in the '4) Feeling tired or having little energy' field.
- Select the desired value in the '5) Poor appetite or overeating' field.
- Select the desired value in the '6) Feeling bad about yourself - or that you are a failure or have let yourself or your family down' field.
- Select the desired value in the '7) Trouble concentrating on things like school work, reading, or watching TV' field.
- Select the desired value in the '8) Moving or speaking so slowly that other people could have noticed? Or the opposite - being so fidgety or restless that you were moving around a lot more than usual' field.
- Select the desired value in the '9) Thoughts that you would be better off dead, or of hurting yourself in some way?' field.
- Validate the 'If you checked off any problems, how difficult have these problems made it for you to do your work, take care of things at home, or get along with other people?' question contains the following responses:
- Not Difficult at All
- Somewhat Difficult
- Very Difficult
- Extremely Difficult
- Declined to Specify
- Select the desired value in the 'If you checked off any problems, how difficult have these problems made it for you to do your work, take care of things at home, or get along with other people?' field.
- Click [Save].
- Verify the action completes successfully.
- Validate the 'Patient Health Questionnaire-9' item contains PHQ9 last score and last filed date/time.
- Select "Client A" and access the 'Patient Health Questionnaire-9' form.
- Select the entry from the previous steps and click [Edit].
- Validate the data filed in the previous steps displays as expected.
- Close the form.
Scenario 2: 'Quick Actions' widget - Validate "Final" 'Patient Health Questionnaire-9' assessment
Specific Setup:
- This is for Avatar NX systems only.
- A client must be enrolled in an existing episode (Client A).
- The 'Quick Actions' widget must be on the user's myDay view.
- The 'Patient Health Questionnaire-9' quick action is assigned to the user in 'NX View Definition'.
Steps
- Select "Client A" and navigate to the 'Quick Actions' widget.
- Navigate to the 'Patient Health Questionnaire-9' quick action.
- Click [Add].
- Validate "Draft" is selected in the 'Assessment Status' field.
- Select the desired episode in the 'Episode' field.
- Validate the 'Assessment Date' field contains the current date.
- Validate the 'Assessment Practitioner' field is populated.
- Select "Final" from the 'Assessment Status' field.
- Validate an 'Error' dialog stating which fields need to be populated and click [OK].
- Validate "Draft" is selected in the 'Assessment Status' field.
- Select the desired value from the 'Reason For Not Administering' field.
- Validate the questions become disabled.
- Clear the 'Reason For Not Administering' field.
- Validate the questions are required.
- Select the desired value in the '1) Little interest or pleasure in doing things' field.
- Select the desired value in the '2) Feeling down, depressed, or hopeless' field.
- Select the desired value in the '3) Trouble falling or staying asleep, or sleeping too much' field.
- Select the desired value in the '4) Feeling tired or having little energy' field.
- Select the desired value in the '5) Poor appetite or overeating' field.
- Select the desired value in the '6) Feeling bad about yourself - or that you are a failure or have let yourself or your family down' field.
- Select the desired value in the '7) Trouble concentrating on things like school work, reading, or watching TV' field.
- Select the desired value in the '8) Moving or speaking so slowly that other people could have noticed? Or the opposite - being so fidgety or restless that you were moving around a lot more than usual' field.
- Select the desired value in the '9) Thoughts that you would be better off dead, or of hurting yourself in some way?' field.
- Validate the 'If you checked off any problems, how difficult have these problems made it for you to do your work, take care of things at home, or get along with other people?' question contains the following responses:
- Not Difficult at All
- Somewhat Difficult
- Very Difficult
- Extremely Difficult
- Declined to Specify
- Select the desired value in the 'If you checked off any problems, how difficult have these problems made it for you to do your work, take care of things at home, or get along with other people?' field.
- Select "Final" in the 'Assessment Status' field.
- Validate a 'Confirm' dialog is displayed stating: "Once set to "Final", the data will be view only." and click [OK].
- Click [Save].
- Verify the action completes successfully.
- Validate the 'Patient Health Questionnaire-9' item contains the PHQ9 last score and last filed date/time.
- Select "Client A" and access the 'Patient Health Questionnaire-9' form.
- Select the entry from the previous steps and click [Edit].
- Validate a dialog stating "This record is marked as "Final". Data can be viewed only."
- Click [OK].
- Validate the data filed in the previous steps displays as expected and the form is disabled.
- Close the form.
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Topics
• Patient Health Questionnaire - 9
• Quick Actions
|
Treatment Plan - 'Assigned Services'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Treatment Plan
- Create New Treatment Plan
- Treatment Plan 13
Scenario 1: Treatment Plan - File a Treatment Plan with Document Routing
Specific Setup:
- The 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.
- The 'Enable Automatic Backup' registry setting is set to "N".
- Must have a Word document with text containing smart quotes (Text A).
Steps
- Select "Client A" and access the 'Treatment Plan' form.
- Click [Add].
- Enter the current date 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.
- Enter any value in the 'Strength' field.
- Click on the [Text Editor] icon for the 'Strength Field'.
- Copy "Text A" from the Word document and paste it into the 'Text Editor'.
- Click [Save].
- Validate that the 'Strength Field' contains the value from "Text A".
- 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].
- Validate the 'Plan Date' field is disabled.
- Select "Final" in the 'Draft/Final' field.
- Select "Active" in the 'Current Status' field.
- Click [Submit].
- Validate a 'Confirm Document' dialog is displayed.
- 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 (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
- A service code with a colon must be defined in the 'Service codes' form (Service Code A).
- The logged in user has the "All Documents" widget and the "Console Widget Viewer" widget on their home view or an additional view.
Steps
- Select "Client A" and access the 'Treatment Plan' form.
- Click [Add].
- Enter the current date in the 'Plan Date' field.
- Select any value in the 'Plan Type' field.
- Populate any other required and desired fields.
- Select "Draft" in the 'Treatment Plan Status' field.
- Click [Launch Plan].
- Click [Add New Problem].
- Select the desired value in the 'Problem Code' field.
- Enter the desired value in the 'Problem' field.
- Select the desired value in the 'Status (Problem List)' field.
- Select the desired value in the 'Status' field.
- Add a 'Goal' and 'Objective' if desired and validate the fields display as expected.
- 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.
- Validate the 'Assigned Services' grid fields are displayed in the following order: Service Program, Service Code, Frequency, Duration, Amount, Service Mode, Place of Service, Agency and Staff Responsible.
- Select the desired value in the 'Service Program' field.
- Select "Service Code A" 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 any value in the 'Agency and Staff Responsible' field.
- Click [Back To Plan Page] and [Submit].
- 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 all previously filed values are displayed.
- Click [Back to Plan Page].
- Select "Final" in the 'Treatment Plan Status' 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 Treatment Plan is displayed as expected with "Service Code A" as the assigned service.
- Close the chart.
- Select "Client A" and access the 'All Documents' widget.
- Select "Treatment Plan" in the 'Forms' field.
- Select the treatment plan filed in the previous steps and validate it displays in the 'Console Widget Viewer'.
- Validate "Service Code A" is displayed as the assigned service.
- Click [Close All].
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Topics
• Treatment Plan
|
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Topics
• Registry Settings
• Progress Notes
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Progress Notes - 'Default to Draft' registry setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Appointment Scheduling System Defaults
- Scheduling Calendar
- Scheduling Calendar - Status Update
- Registry Settings (CWS)
Scenario 1: Validate the 'Post Missed Visit Appointments Within Scheduling Calendar' and 'Default to Draft' registry settings
Specific Setup:
- The 'Default To Draft' registry setting must be enabled for Progress Notes.
- The 'Post Missed visit Appointments' registry setting must be set to "YP".
- The 'Draft/Final' field must be removed from the 'Data Collection Instrument' in 'Site Specific Section Modeling' for the 'Progress Notes (Group and Individual)' form.
- The following fields must be configured in the 'Appointment Scheduling System Defaults' form:
- Inpatient Progress Note
- The 'Progress Notes (Group and Individual)' form will be used for testing.
- Outpatient Progress Note
- The 'Progress Notes (Group and Individual)' form will be used for testing.
- Note Type
- Reason For Correction (Progress Note)
- A client must be enrolled in an existing episode (Client A).
Steps
- Access the 'Scheduling Calendar' form.
- Right click and click [Add Appointment].
- Populate all required and desired fields.
- Select "Client A" in the 'Client' field.
- Click [Submit].
- Validate the newly created appointment is displayed.
- Right click on the appointment and click [Status Update].
- Select "Yes" in the 'Missed Visit' field.
- Select the desired missed visit code in the 'Missed Visit Service Code' field.
- Enter the desired value in the 'Missed Visit Notes' field.
- Click [Submit] and [Dismiss].
- Access Crystal Reports or other SQL Reporting Tool.
- Create a report using the 'SYSTEM.cw_patient_notes' SQL table.
- Navigate to the missed visit note for "Client A".
- Validate the 'draft_final_code' field does not contain any value.
- Validate the 'draft_final_value' field does not contain any value.
- Close the report.
Progress Notes (Group and Individual) - Group Notes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Progress Notes (Group and Individual)
- Dynamic Form Group
- Group Registration
- Clinical
- Set System Defaults (CWS)
- Scheduling Calendar
Scenario 1: Progress Notes (Group and Individual) - Group Default Notes - Validate draft/final functionality when individualizing progress notes for a group member
Specific Setup:
- Document routing must be enabled on the 'Progress Notes (Group and Individual) form.
- A group (Group A) is defined with two clients (Client A & Client B) in the 'Group Registration' form.
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 "Group A" in the 'Group Name or Number' 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 '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.
- Select the note for "Client A" in the 'Select Note to Edit' field.
- Select "Final" in 'Draft/Final' field.
- Click [File Note].
- Validate the 'Confirm Document' dialog is displayed.
- Validate the document contains the 'Group Name or Number' and 'Note Date' fields.
- Click [Reject].
- Select "Draft" in 'Draft/Final' field.
- Click [File Note] and close the form.
- Access the 'Progress Notes (Group and Individual)' form.
- Select "Client A" in the 'Select Client' field.
- Select the episode used in the prior steps in the 'Select Episode' field.
- Select the draft note filed in the previous steps in the 'Select Draft Note To Edit' field.
- Validate the progress note details are displayed as expected.
- Select "Final" in 'Draft/Final' field.
- Click [File Note].
- Validate the 'Confirm Document' dialog is displayed.
- Validate the document contains the 'Group Name or Number' and 'Note Date' fields
- Click [Accept].
- Enter the password for the logged in user and click [Verify].
- Enter valid password in 'Password' field.
- Close the form.
- Access Crystal Reports or other SQL Reporting Tool.
- Create a report using the 'SYSTEM.cw_patient_notes' SQL table.
- Navigate to the row for the note filed for "Client A".
- Validate the 'GROUP_ID' and 'date_of_group_service' fields are populated as expected.
- Close the report.
Treatment Plan - 'Enable Automatic Backup' registry setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
Scenario 1: Treatment Plan - File a Treatment Plan with Document Routing
Specific Setup:
- The 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.
- The 'Enable Automatic Backup' registry setting is set to "N".
- Must have a Word document with text containing smart quotes (Text A).
Steps
- Select "Client A" and access the 'Treatment Plan' form.
- Click [Add].
- Enter the current date 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.
- Enter any value in the 'Strength' field.
- Click on the [Text Editor] icon for the 'Strength Field'.
- Copy "Text A" from the Word document and paste it into the 'Text Editor'.
- Click [Save].
- Validate that the 'Strength Field' contains the value from "Text A".
- 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].
- Validate the 'Plan Date' field is disabled.
- Select "Final" in the 'Draft/Final' field.
- Select "Active" in the 'Current Status' field.
- Click [Submit].
- Validate a 'Confirm Document' dialog is displayed.
- 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 - Add a Problem, Goal, Objective, and Intervention with the 'Enable Automatic Backup' registry setting set to "Y"
Specific Setup:
- The 'Avatar CWS->Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y".
- A client must be enrolled in an existing episode (Client A).
Steps
- Select “Client A” and access the ‘Treatment Plan’ form.
- Set the ‘Plan Date’ field to the current date.
- Set the ‘Plan Name’ to any value.
- Select any value in the ‘Plan Type’ field.
- Set the 'Strengths' field to any value.
- Set the 'Weaknesses' field to any value.
- Set the 'Discharge Planning' field to any value.
- Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
- Click [Add New Problem], [Add New Goal], [Add New Objective] and [Add New Intervention].
- Without populating the required fields, click [Return to Plan].
- Select "Final" in the 'Treatment Plan Status' field.
- Validate a 'Missing Required Fields' dialog is displayed.
- Click [OK].
- Validate "Draft" remains selected in the 'Treatment Plan Status' field.
- Click [Launch Plan].
- Select the problem added in the previous steps.
- Set the ‘Problem Code’ field to any value.
- Select “Active” in the ‘Status (Problem List)’ field.
- Set the ‘Problem’ field to any value.
- Select any value in the ‘Status’ field.
- Select any value in the 'Staff Assigning' field.
- Select any value in the 'Staff Responsible' field.
- Select the goal added in the previous steps.
- Enter a value containing 3 lines of text in the 'Goal' field.
- Select any value in the ‘Status’ field.
- Select any value in the 'Staff Assigning' field.
- Select any value in the 'Staff Responsible' field.
- Select the objective added in the previous steps.
- Set the ‘Objective’ field to any value.
- Select any value in the ‘Status’ field.
- Select any value in the 'Staff Assigning' field.
- Select any value in the 'Staff Responsible' field.
- Select the intervention added in the previous steps.
- Set the ‘Intervention’ field to any value.
- Select any value in the ‘Status’ field.
- Select any value in the 'Staff Assigning' field.
- Select any value in the 'Staff Responsible' field.
- Click [Return to Plan] and [OK].
- Click [Launch Plan].
- Select the goal added in the previous steps.
- Remove a line of text from the 'Goal' field.
- Click [Return to Plan] and [OK].
- Click [Launch Plan].
- Select the goal.
- Validate the 'Goal' field no longer contains the line of text removed in the previous steps.
- Click [Return to Plan], [OK], and close the form.
- Select “Client A” and access the ‘Treatment Plan’ form.
- Validate the ‘Load From Backup’ dialog displays with a message stating: "You have an unsubmitted backup of a plan from [the current date] and [the current time]. Would you like to load it instead of creating a new one?" and click [Yes].
- Validate the 'Strengths' field contains the value previously filed.
- Validate the 'Weaknesses' field contains the value previously filed.
- Validate the 'Discharge Planning' field contains the value previously filed.
- Click [Launch Plan].
- Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added with all updated data.
- Click [Return to Home View].
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Topics
• Scheduling Calendar
• Progress Notes
• Group Progress Notes
• Draft/Final
• Treatment Plan
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The 'Release Held Clinical Notes' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Clinical Notes Mapping
- Flag Assessment Forms
- Ambulatory Progress Notes
- Release Held Clinical Notes
Scenario 1: Clinical Notes Mapping - Validate the 'Release Held Clinical Notes' form
Specific Setup:
- A client is enrolled in an outpatient episode (Client A).
- The 'Ambulatory Progress Notes' form is flagged in the 'Flag Assessment Forms' form.
- Document routing is enabled on the 'Ambulatory Progress Notes' form.
Steps
- Access the 'Clinical Notes Mapping' form.
- Select "Clinical Summary" in the 'Type of CCDA Document' field.
- Select "[Avatar CWS] Ambulatory Progress Notes (CWS7001)" in the 'Care Record Form to Map' field.
- Select "Activities" in the 'Note Type to Map' field.
- Validate the 'CCDA Document Title' field contains "Clinical Summary".
- Select "Allergies and Intolerances" in the 'Standard Sections To Include To CCD' field.
- Select "Yes" in the 'Enabled' field.
- Click [New Row] in the 'Field Settings' grid.
- Select "Health Concerns" in the 'CCDA Field Name' field.
- Select "[Avatar CWS] Health and Review of Systems (CWS42000)" in the 'Care Record Form/Assessment' field.
- Select "Family 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 'Family 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.
- Select "Client A" and access the 'Ambulatory Progress Notes' form.
- Select "Independent Note" in the 'Progress Note For' field.
- Select "Activities" in the 'Note Type' field.
- Enter the desired value in the 'Notes Field' field.
- Select "External" in the 'Are you releasing to myHealthPointe or External providers?' field.
- Enter any value in the 'Reason for Not Releasing to myHealthPointe' 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 'Release Held Clinical Notes' form.
- Validate the 'Select Clinical Note' field is required and contains a list of applicable clinical notes.
- Validate the following fields are displayed for filtering the 'Clinical Note' list, if desired:
- Client
- Staff
- Start Date
- End Date
- Note Type
- Program
- Select "Client A" in the 'Client' field.
- Populate any other desired filters, if desired.
- Validate the 'Select Clinical Note' list is updated to only display notes based on the given filters.
- Select the note for "Client A" in the 'Select Clinical Note' field.
- Click [View Clinical Note].
- Validate the document routing image for the clinical note is displayed.
- Click [Close All Documents and Exit].
- Select "Do Not Release" in the 'Release Decision' field.
- Validate the 'Reason for Continued Hold' field is now enabled and required.
- Enter the desired value in the 'Reason For Continued Hold' field.
- Click [File] and [OK].
- Select "Client A" in the 'Client' field.
- Validate the 'Select Clinical Note' field still contains the note for "Client A" and select it.
- Select "Release" in the 'Release Decision' field.
- Click [File Note] and [OK].
- 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 'isReleaseToPatient' field contains "true".
- Close the report and the form.
The 'Clinical Notes for Release' report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Clinical Notes Mapping
- Ambulatory Progress Notes
- Clinical Notes for Release
Scenario 1: Clinical Notes Mapping - Validate the 'Clinical Notes for Release' report
Specific Setup:
- A client is enrolled in an outpatient episode (Client A).
- The 'Ambulatory Progress Notes' form is flagged in the 'Flag Assessment Forms' form.
Steps
- Access the 'Clinical Notes Mapping' form.
- Select "Clinical Summary" in the 'Type of CCDA Document' field.
- Select "[Avatar CWS] Ambulatory Progress Notes (CWS7001)" in the 'Care Record Form to Map' field.
- Select "Activities" in the 'Note Type to Map' field.
- Validate the 'CCDA Document Title' field contains "Clinical Summary".
- Select "Allergies and Intolerances" in the 'Standard Sections To Include To CCD' field.
- Select "Yes" in the 'Enabled' field.
- Click [New Row] in the 'Field Settings' grid.
- Select "Health Concerns" in the 'CCDA Field Name' field.
- Select "[Avatar CWS] Health and Review of Systems (CWS42000)" in the 'Care Record Form/Assessment' field.
- Select "Family 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 'Family 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.
- Select "Client A" and access the 'Ambulatory Progress Notes' form.
- Select "Independent Note" in the 'Progress Note For' field.
- Select "Activities" in the 'Note Type' field.
- Enter the desired value in the 'Notes Field' field.
- Select "External" in the 'Are you releasing to myHealthPointe or External providers?' field.
- Enter any value in the 'Reason for Not Releasing to myHealthPointe' field.
- Select "Final" in the 'Draft/Final' field.
- Click [Submit] and close the form.
- Access the 'Clinical Notes for Release' form.
- Enter the current date in the 'Start Date' and 'End Date' fields.
- Validate the following fields are displayed for filtering the report, if desired:
- Client
- Staff
- Note Type
- Program
- Click [Process].
- Validate the 'Clinical Notes for Release' report is displayed. This report will show any applicable Clinical Notes during the given date range and applicable to any of the selected filters.
- Validate the note filed for "Client A" in the previous steps is displayed.
- Close the report and the form.
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Topics
• Progress Notes
• Clinical Notes Mapping
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Topics
• Progress Notes
• Registry Settings
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Task List - Unit filter
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Nursing Caseload Assignment
- Program Maintenance
- Admission
Scenario 1: Task List - Filter Task List by Unit with Trailing Whitespace
Specific Setup:
- Avatar CWS 2024 Update 68 and myAvatar NX Release 2024.07.00 are required in order to utilize full functionality.
- A 'Unit' must exist that has a trailing space in the 'Dictionary Code'. This can be done in the Client '(202) Unit' dictionary. (Unit A)
- A Program must exist. (Program A)
- A client must have an active inpatient episode. (Program A)
- "Unit A" must be selected in the 'Units' field in the 'Program Maintenance' form for "Program A".
- "Unit A" must have a room and bed associated with it. (Room A) (Bed A)
Steps
- Access 'Admission' form.
- Create a new client and ensure the following are selected:
- 'Program' = "Program A"
- 'Unit' = "Unit A"
- 'Room' = "Room A"
- 'Bed' = "Bed A".
- Populate all the required fields and click [Submit].
- Access 'Task List'.
- Validate the 'View' field contains "My Caseload".
- Select "By Unit" from the 'View:' field.
- Validate the grid data is cleared, [Refresh Tasks] is disabled and 'Unit' field is enabled.
- Select "Unit A" from the 'Unit' field.
- Validate the grid contains only those patients who are admitted into "Unit A".
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Topics
• Task List
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Results Import - Micro Results
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
Scenario 1: Results Importing form - Importing HL7 files
Specific Setup:
- Must have two HL7 files that both reference the same active lab order. Additionally, both must be "Final" in OBX-11. (File Path1, File Path2)
- Must have two HL7 files that both reference the same active lab order. Additionally, both must contain multiple OBX segments for the same OBR segment. (File Path3, File Path4)
Steps
- Access the 'Results Importing' form.
- Set 'File Path for Import text' field to "File Path1" and click [Import].
- Validate an "Import Complete" message is displayed and click [OK].
- Validate the 'Results Importing' report is launched and contains "Successfully Filed: 1".
- Click [Close Report].
- Set 'File Path for Import text' field to "File Path2" and click [Import].
- Validate an "Import Complete" message is displayed and click [OK].
- Validate the 'Results Importing' report is launched and contains "Errors: 1".
- Click 'Errors' and validate the 'Error Report' is launched and contains "Filing not allowed. Only corrections can be filed for results that are already filed with a Result Status of Final".
- Click [Close Report].
- Set 'File Path for Import text' field to "File Path3" and click [Import].
- Validate an "Import Complete" message is displayed and click [OK].
- Validate the 'Results Importing' report is launched and contains "Successfully Filed: 1".
- Click [Close Report].
- Set 'File Path for Import text' field to "File Path4" and click [Import].
- Validate an "Import Complete" message is displayed and click [OK].
- Validate the 'Results Importing' report is launched and contains "Successfully Filed: 1".
- Click [Close Report].
- Create a report on the 'SYSTEM.results_detail' table and include all fields.
- Validate the data is displayed correctly.
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Topics
• Results
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