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Avatar Cal-PM 2023 Monthly Release 2023.01.02 Acceptance Tests

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Update 5 Summary | Details
Avatar Cal-PM Location/Place Of Service and 'Enable Alternative Service Location Fields' Registry Setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Electronic Billing
Scenario 1: 'Electronic Billing' (Avatar Cal-PM) - Verification of 'Enable Alternative Service Location Fields' Registry Setting For 'Location' Values
Specific Setup:
  • Avatar Cal-PM Registry Setting 'Enable Alternative Service Location Fields' must be enabled
  • Avatar Cal-PM Registry Setting 'Service Facility Location 2310D/2420C' must be enabled
  • 'Client's Information (Name/Address) Only If Place Of Service Is '12-Home' or '10-Telehealth-Patient in Home' for 2310C/2310D' and/or 'Client's Information (Name/Address) Only If Place Of Service Is '12-Home' or '10-Telehealth-Patient in Home' for 2420C' must be selected for 'Select Type Of Information To Include In Service Facility Location (2310D/2420C)' field in applicable 837 Professional Guarantor/Program Billing Defaults Template (via Avatar Cal-PM 'Guarantor/Program Billing Defaults' form '837 Professional' section)
  • 'Program Maintenance' and/or 'Guarantor/Program Billing Defaults' value may be selected for 'Facility Identification Code information to display in 2310C-NM1-09 and 2420-NM1-09' field in applicable 837 Professional Guarantor/Program Billing Defaults Template (via Avatar Cal-PM 'Guarantor/Program Billing Defaults' form '837 Professional' section)
  • 'Program Maintenance' and/or 'Guarantor/Program Billing Defaults' value may be selected for 'Facility Identification Code information to display in 2310E-NM1-09' field in applicable 837 Institutional Guarantor/Program Billing Defaults Template (via Avatar Cal-PM 'Guarantor/Program Billing Defaults' form '837 Institutional' section)
  • One or more unclaimed services available for 837 file inclusion, where 'Location' Dictionary Code/value for service has 'Place of Service (837 Professional)' Extended Dictionary Code/value 'Telehealth - Patient in Home (10)' or 'Home (12)'
Steps
  1. Open Avatar Cal-PM 'Electronic Billing' form.
  2. Note, 'Quick Billing' form/functions may also be used for 837 generation/validation.
  3. Select 837 Professional or 837 Institutional in 'Billing Form' field.
  4. Select values for 837 bill generation in the 'Type of Bill', 'Individual or All Guarantors' and 'Billing Type' fields.
  5. Select 'Sort File' in the 'Billing Options' field.
  6. Select/enter values for service inclusion in 'All Clients or Interim Billing Batch' and 'Program(s)' fields.
  7. Select/enter values for 'Create Claims' (and 'Date of Claim' if 'Yes'), 'First Date of Service to Include' and 'Last Date of Service to Include' fields.
  8. Select/enter values for any other bill sorting criteria fields as required/desired.
  9. Click 'Process' button in form to sort bill.
  10. Following 837 bill generation, select 'Dump File' in the 'Billing Options' field.
  11. Select 837 file generated, and click 'Process' button in form to view 837 file output data.
  12. For 837 Professional format file(s) generated - ensure that for claims including service(s) where 'Location' value for service has 'Place of Service (837 Professional)' value 'Telehealth - Patient in Home (10)' or 'Home (12)', 'Patient's Home' and patient demographic address information values are included in Loop 2310C / 2420C Service Facility Location segments for claim.
  13. Example:
  14. NM1*77*2*PATIENT'S HOME~N3*1234 CLIENTADDRESS STREET~N4*HERMOSA BEACH*CA*902540000~
  15. For 837 Institutional format file(s) generated - ensure that for claims including service(s) where 'Location' value for service has 'Place of Service (837 Professional)' value 'Telehealth - Patient in Home (10)' or 'Home (12)', 'Patient's Home' and patient demographic address information values are included in Loop 2310E Service Facility Location segments for claim.
  16. Example:
  17. NM1*77*2*PATIENT'S HOME~N3*1234 CLIENTADDRESS STREET~N4*HERMOSA BEACH*CA*902540000~
  18. For 837 Professional and/or 837 Institutional format file(s) generated - ensure that for claims including service(s) where 'Location' value for service does not have 'Place of Service (837 Professional)' value 'Telehealth - Patient in Home (10)' or 'Home (12)', Loop 2310C / 2310E / 2420C Service Facility Location segments contain information from associated Program Maintenance and/or Guarantor/Program Billing Defaults Template and do not include 'Patient's Home' information/values as detailed above.
Scenario 2: Avatar Cal-PM 'Dictionary Update' - Verification of 'Place of Service (837 Professional)' Dictionary
Steps
  1. Open Avatar Cal-PM 'Dictionary Update' form.
  2. Navigate to 'Print Dictionary' section of form.
  3. Select 'Client' File.
  4. Select 'Individual Data Element' and select Data Element/Dictionary '(579) Place Of Service (837 Professional)'.
  5. Click 'Print Dictionary' button to display dictionary fields/values for Data Element.
  6. Confirm Avatar Cal-PM 'Client' File Data Element/Dictionary 'Place Of Service (837 Professional)' includes Code '10' with Dictionary Value 'Telehealth - Patient in Home'.
  7. Navigate to 'Input Dictionary Code(s)' section of form.
  8. Select 'Client' file.
  9. Select Data Element/Dictionary '(10006) Location'.
  10. Enter/select value for Dictionary Code/Value, and select Extended Dictionary Data Element '(579) Place Of Service (837 Professional)'.
  11. Ensure Dictionary Code/Value 'Telehealth - Patient in Home' is available for assignment/selection as Extended Dictionary Data Element for 'Place Of Service (837 Professional)' under 'Location' Dictionary Data Element.
Scenario 3: Avatar Cal-PM 'Registry Settings' - Verification of 'Enable Alternative Service Location Fields' Registry Setting
Steps
  1. Open 'Registry Settings' form.
  2. Enter search value 'Enable Alternative Service Location'.
  3. Select 'Yes' for 'Include Hidden Registry Settings' field.
  4. Click 'View Registry Settings' button.
  5. Ensure Registry Setting 'Enable Alternative Service Location Fields' is returned (under 'Avatar PM -> Billing -> Client Charge Input' path).
  6. Ensure 'Registry Setting Details' field contains the following explanation text:

"If 'Y' is selected the following fields will be added to the 'Edit Service Information' and 'Edit Service Information (Charge Fee Access) forms:

Facility Location Name

Facility Location Code Qualifier

Facility Location Code Identifier

Facility Location Address - Street

Facility Location Zip Code

Facility Location City

Facility Location State

These fields will allow a user to define a facility location other than the address associated with the program of service. If the service being edited has come into the system via an 837 in Avatar MSO these fields will display the service facility location information from the 837 and will not be editable.


When this registry setting is enabled and there is data in the fields, they will be used in place of the address associated with the program of service when defining the 'Service Facility Location' in the 837 Professional loops (2310C/2420C) and the 837 Institutional loop 2310E when creating an 837 in the 'Electronic Billing' form.


Additionally, FL-32 field on the HCFA-1500 bill is impacted in the following ways:

1. If the 'Place Of Service (837 Professional)' extended attribute off of location of service is set to '11 - Office', then FL-32 will be populated based on the 'Facility Name To Print In Form Locator 32' field on the 'Guarantor/Program Billing Defaults' form (Paper CMS 1500 section).

2. If the 'Place Of Service (837 Professional)' extended attribute off of location of service is set to '12 - Home' or '10-Telehealth - Patient in Home', then FL-32 will be populated from the client's home address information stored in the 'patient_name', 'patient_add_street_1', 'patient_add_city', 'patient_add_state_code' and 'patient_add_zipcode' fields in the SYSTEM.patient_current_demographics table.

3. Otherwise, if the 'Place Of Service (837 Professional)' extended attribute off of location of service is set to any other value, then FL-32 will be populated from the address information filed in the SYSTEM.billing_tx_address table.


If 'N' is selected, the fields will be removed from the forms."
Topics
• Registry Settings • Electronic Billing • NX • Dictionary
Update 11 Summary | Details
The 'BedAssignment' web service
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Bed Availability Report
  • SOAPUI - BedAssignment
  • SOAPUI - BedAssignment - AddBedAssignment
  • SOAPUI - BedAssignment - DeleteBedAssignment
  • SOAPUI - BedAssignment - EditBedAssignment
  • SOAPUI - BedAssignment - GetDictionaryItems
  • Delete Bed Assignment
Scenario 1: Validate the 'BedAssignment' - 'AddBedAssignment' web service
Specific Setup:
  • A client is enrolled in an existing inpatient episode (Client A).
Steps
  1. Access SoapUI for the 'BedAssignment' - 'AddBedAssignment' web service.
  2. Enter the system code that will be used to log into Avatar in the 'SystemCode' field.
  3. Enter the user name that will be used to log into Avatar in the 'UserName' field.
  4. Enter the password that will be used to log into Avatar in the 'Password' field.
  5. Enter the desired date in the 'DateOfAssignment' field.
  6. Enter the desired time in the 'TimeOfAssignment' field.
  7. Enter the desired unit in the 'Unit' field.
  8. Enter the desired room in the 'Room' field.
  9. Enter the desired bed in the 'Bed' field.
  10. Enter the desired value in the 'RoomAndBoardBillingCode' field.
  11. Enter the desired value in the 'AdmissionChargeCode' field.
  12. Enter the desired value in the 'DailyChargeCode' field.
  13. Enter "Client A" in the 'ClientID' field.
  14. Enter the existing episode in the 'EpisodeNumber' field.
  15. Click [Run].
  16. Validate the 'AddBedAssignmentResult' field contains the following:
  17. 'Confirmation' field containing a unique ID for the record.
  18. 'Message' field containing: Bed Assignment web service has been filed successfully.
  19. Select "Client A" and access the 'Bed Assignment' form.
  20. Validate the 'Date Of Bed Assignment' field contains the date filed in the previous steps.
  21. Validate the 'Time Of Bed Assignment' field contains the time filed in the previous steps.
  22. Validate the 'Unit' field contains the unit filed in the previous steps.
  23. Validate the 'Room' field contains the room filed in the previous steps.
  24. Validate the 'Bed' field contains the bed filed in the previous steps.
  25. Validate the 'Room And Board Billing Code' field contains the value filed in the previous steps.
  26. Validate the 'Admission Charge Code' field contains the value filed in the previous steps.
  27. Validate the 'Daily Charge Code' field contains the value filed in the previous steps.
  28. Close the form.
Scenario 2: Validate the 'BedAssignment' - 'DeleteBedAssignment' web service
Specific Setup:
  • A client has an existing inpatient episode with a current & previous bed assignment record. The previous bed assignment must be available (Client A).
Steps
  1. Select "Client A" and access the 'Bed Assignment' form.
  2. Validate the 'Unit' field contains the unit for the current bed assignment.
  3. Validate the 'Room' field contains the room for the current bed assignment.
  4. Validate the 'Bed' field contains the bed for the current bed assignment.
  5. Validate all other fields contain the values for the current bed assignment.
  6. Close the form.
  7. Access SoapUI for the 'BedAssignment' - 'DeleteBedAssignment' web service.
  8. Enter the system code that will be used to log into Avatar in the 'SystemCode' field.
  9. Enter the user name that will be used to log into Avatar in the 'UserName' field.
  10. Enter the password that will be used to log into Avatar in the 'Password' field.
  11. Enter "Client A" in the 'ClientID' field.
  12. Enter the existing episode number in the 'EpisodeNumber' field.
  13. Enter the unique ID for the current bed assignment record in the 'UniqueID' field.
  14. Click [Run].
  15. Validate the 'DeleteBedAssignmentResult' field contains the following:
  16. 'Confirmation' field containing the unique ID for the deleted record.
  17. 'Message' field containing: Bed Assignment web service has been filed successfully.
  18. Select "Client A" and access the 'Bed Assignment' form.
  19. Validate the 'Unit' field contains the unit from the previous bed assignment.
  20. Validate the 'Room' field contains the room from the previous bed assignment.
  21. Validate the 'Bed' field contains the bed from the previous bed assignment.
  22. Validate all other fields contain the values from the previous bed assignment.
  23. Close the form.
Scenario 3: Validate the 'BedAssignment' - 'EditBedAssignment' web service
Specific Setup:
  • A client is enrolled in an existing inpatient episode (Client A).
Steps
  1. Access SoapUI for the 'BedAssignment' - 'EditBedAssignment' web service.
  2. Enter the system code that will be used to log into Avatar in the 'SystemCode' field.
  3. Enter the user name that will be used to log into Avatar in the 'UserName' field.
  4. Enter the password that will be used to log into Avatar in the 'Password' field.
  5. Enter the desired time in the 'TimeOfAssignment' field.
  6. Enter the desired value in the 'RoomAndBoardBillingCode' field.
  7. Enter the desired value in the 'AdmissionChargeCode' field.
  8. Enter the desired value in the 'DailyChargeCode' field.
  9. Enter "Client A" in the 'ClientID' field.
  10. Enter the existing episode in the 'EpisodeNumber' field.
  11. Enter the unique ID for the existing record in the 'UniqueID' field.
  12. Click [Run].
  13. Validate the 'EditBedAssignmentResult' field contains the following:
  14. 'Confirmation' field containing the unique ID for the record.
  15. 'Message' field containing: Bed Assignment web service has been filed successfully.
  16. Select "Client A" and access the 'Bed Assignment' form.
  17. Validate the 'Time Of Bed Assignment' field contains the time filed in the previous steps.
  18. Validate the 'Room And Board Billing Code' field contains the value filed in the previous steps.
  19. Validate the 'Admission Charge Code' field contains the value filed in the previous steps.
  20. Validate the 'Daily Charge Code' field contains the value filed in the previous steps.
  21. Close the form.
Scenario 4: Validate the 'BedAssignment' - 'GetDictionaryItems' web service
Steps
  1. Access SoapUI for the 'BedAssignment' - 'GetDictionaryItems' web service.
  2. Enter the system code that will be used to log into Avatar in the 'SystemCode' field.
  3. Enter the user name that will be used to log into Avatar in the 'UserName' field.
  4. Enter the password that will be used to log into Avatar in the 'Password' field.
  5. Click [Run].
  6. Validate the 'GetDictionaryItemsResponse' field is populated with the defined dictionary values for the 'Bed Assignment' form.
Topics
• Bed Assignment
2022 Update 46 Summary | Details
Avatar Cal-PM - Physician Team Functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Team Definition
  • Attending Practitioner
Scenario 1: Validate the 'Recent Clients' list functionality
Specific Setup:
  • A user must be defined and logged in (User A).
  • "User A" must be associated to a user role (Role A).
  • The 'RADplus->Database Management->Client Lookup->->->Enable enhanced caseload management from the 'Clients and Data' widget' registry setting must be set to "Role A".
  • Please log out of the application and log back in after completing the above configuration.
  • Four clients must have active episodes not part of "User A's" caseload. (Client A, Client B, Client C, and Client D).
Steps
  1. Search for and select “Client A” in the ‘Search Clients’ field of the ‘My Clients’ widget.
  2. Access any form within the application for “Client A”.
  3. Close the form.
  4. Validate that "Client A" is displayed under 'Recent Clients'.
  5. Right click “Client A” and select [Remove From List].
  6. Validate that the 'Recent Clients' list does not contain "Client A".
  7. Search for and select “Client B” in the ‘Search Clients’ field of the ‘My Clients’ widget.
  8. Access any form within the application for “Client B”.
  9. Close the form.
  10. Validate that “Client B” displays in the ‘Recent Clients’ list.
  11. Search for and select “Client C” in the ‘Search Clients’ field of the ‘My Clients’ widget.
  12. Access any form within the application for “Client C”.
  13. Close the form.
  14. Validate that “Client B” and “Client C” display in the ‘Recent Clients’ list.
  15. Right click “Client B” and select [Remove From List].
  16. Validate that “Client B” is not displayed in the ‘Recent Clients’ list.
  17. Right click “Client C” and select [Remove From List].
  18. Validate that “Client C” is not displayed in the ‘Recent Clients’ list.
  19. Search for and select “Client D” in the ‘Search Clients’ field of the ‘My Clients’ widget.
  20. Access any form within the application for “Client D”.
  21. Close the form.
  22. Validate that “Client D” displays in the ‘Recent Clients’ list.
  23. Right click “Client D” and select [Remove From List].
  24. Validate that “Client D” is not displayed in the ‘Recent Clients’ list.
  25. Access the ‘Admission’ form.
  26. Fill out all required fields and click [Submit]. This will be "Client E".
  27. Validate that “Client E” displays in the ‘Recent Clients’ list.
  28. Access the ‘Team Definition’ form.
  29. Set the 'Team ID' field to "PT1".
  30. Set the 'Team Description' field to "Physician Team 1".
  31. Select "Yes" In the 'Active' field.
  32. Select "Yes" in the 'Physician Team' field.
  33. Select "Yes" in the 'Team Accepts Consult Orders' field.
  34. Click [Select Users].
  35. Select "User A" and click [OK].
  36. Select "No" in the 'Disable Adding Clients to Caseload' field.
  37. Select "No" in the 'Use Team Finalizer as Default Supervisor for Document Routing' field.
  38. Validate the 'Team Information' field contains "User A"
  39. Select the ‘Individual Client Assignment’ section.
  40. Click [Add New Item].
  41. Search for and select “Client E” in the ‘Client ID’ field.
  42. Select the ‘Team Definition’ section and click [File].
  43. Validate a "Filed" message is displayed and click [OK].
  44. Close the form.
  45. Validate that “Client E” displays in the ‘My Clients’ widget.
  46. Right click "Client E" and select [Remove From Physician Team].
  47. Access the ‘Team Definition’ form.
  48. Click [Select Team].
  49. Select “PT1 (Physician Team Test)” in the ‘Select one of the following’ field and click [OK].
  50. Select the ‘Individual Client Assignment’ section.
  51. Validate that “Client E” no longer displays in the ‘Individual Client Assignment’ grid.
  52. Close the form.
Scenario 2: Caseload by Attending Practitioner - Confirm attending practitioner has the client on their Caseload
Specific Setup:
  • Avatar PM 2021 Update 118, Avatar Cal-PM 2022 Update 46, and RADplus 2021 Update 116 are required in order to utilize full functionality.
  • The 'RADplus->System Security->Team Definition->->->Update Physician Team Caseload based on Admitting or Attending Practitioner' registry setting must be set to "Y".
  • Please log out of the application and log back in after completing the above configuration.
  • A Team must exist via the 'Team Definition' form with the user who is logged into the application selected. (Physician Team 1)
  • The user must have access to the 'SYSTEM.RADplus_caseload' table.
  • A client must be admitted into an Outpatient program. (Client A)
Steps
  1. Select “Client A” and access the ‘Attending Practitioner’ form.
  2. Set the ‘Date of Assignment’ field to the current date.
  3. Set the ‘Time of Assignment’ field to the current time.
  4. Search for and select the practitioner who is associated with the user who is logged into the application in the ‘Attending Practitioner’ field and click [Submit].
  5. Create a report using the 'SYSTEM.RADplus_caseload' table and included the following fields: 'PATID', 'USERID', 'caseload_type_csm_code', and 'caseload_type_csm_value'.
  6. Filter the report by selecting "Client A's PATID" in the 'PATID' field.
  7. Validate there are two rows displayed for the new client created.
  8. Validate the ‘USERID’ field contains the USERID for the user logged into the application.
  9. Validate the 'caseload_type_CSM_code' field contains a row with "ATTENDING" and one row with "TEAM".
  10. Validate the 'caseload_type_CSM_value' field contains a row with "Attending Practitioner Caseload" and one row with "Team Caseload Assignment".
  11. Close the report.
  12. Set the 'The 'RADplus->System Security->Team Definition->->->Update Physician Team Caseload based on Admitting or Attending Practitioner' registry setting to "N".
  13. Access the 'Admission' form and create a new client in an Outpatient episode. (Client B).
  14. Select “Client B” and access the ‘Attending Practitioner’ form.
  15. Set the ‘Date of Assignment’ field to the current date.
  16. Set the ‘Time of Assignment’ field to the current time.
  17. Search for and select the practitioner who is associated with the user who is logged into the application in the ‘Attending Practitioner’ field and click [Submit].
  18. Refresh the report created using the 'SYSTEM.RADplus_caseload' table.
  19. Filter the report by selecting "Client B's PATID" in the 'PATID' field.
  20. Validate there is one row displayed for the new client created.
  21. Validate the ‘USERID’ field contains the USERID for the user logged into the application.
  22. Validate the 'caseload_type_CSM_code' field contains a row with "ATTENDING".
  23. Validate the 'caseload_type_CSM_value' field contains a row with "Attending Practitioner Caseload".
  24. Close the report.
Scenario 3: 'Admission' form - admission of a new client with a 'Team Assignment' filed
Specific Setup:
  • Avatar PM 2021 Update 118 or Avatar Cal-PM 2022 Update 46, and RADplus 2021 Update 116 must be installed to utilize full functionality.
  • The 'RADplus->System Security->Team Definition->->->Update Physician Team Caseload based on Admitting or Attending Practitioner' registry setting must be set to "Y".
  • Please log out of the application and log back in after completing the above configuration.
  • A team must exist via the 'Team Definition' form with two staff members selected. (Physician Team 1)
  • The user must have access to the 'SYSTEM.RADplus_caseload' table.
Steps
  1. Access the 'Admission' form.
  2. Admit a new client (Client A) ensuring that the staff member associated with "User A" is selected in the 'Admitting Practitioner' field.
  3. Create a report using the ‘SYSTEM.RADplus_caseload’ table with the following fields included: 'PATID', 'USERID', 'caseload_type_csm_code', and 'caseload_type_csm_value' .
  4. Filter the report by selecting "Client A's PATID" in the 'PATID' field.
  5. Validate there are three rows displayed.
  6. Validate the ‘USERID’ field contains the USERID for the user logged into the application.
  7. Validate the 'caseload_type_CSM_code' field contains a row with "ADMITTING" and two rows with "TEAM".
  8. Validate the 'caseload_type_CSM_value' field contains a row with "Admitting Practitioner Caseload" and two rows with "Team Caseload Assignment".
  9. Close the report.
  10. Access the 'Admission' form.
  11. Admit a new client (Client B) ensuring that the staff member associated with "User B" is selected in the 'Attending Practitioner' field.
  12. Create a report using the ‘SYSTEM.RADplus_caseload’ table with the following fields included: 'PATID', 'USERID', 'caseload_type_csm_code', and 'caseload_type_csm_value' .
  13. Filter the report by selecting "Client A's PATID" in the 'PATID' field.
  14. Validate there are three rows displayed.
  15. Validate the ‘USERID’ field contains the USERID for the user logged into the application.
  16. Validate the 'caseload_type_CSM_code' field contains a row with "ATTENDING" and two rows with "TEAM".
  17. Validate the 'caseload_type_CSM_value' field contains a row with "Attending Practitioner Caseload" and two rows with "Team Caseload Assignment".
  18. Close the report.
Scenario 4: 'My Clients' widget - Add to My Caseload, Remove From My Caseload
Specific Setup:
  • Avatar PM 2021 Update 118 or Cal-PM 2022 Update 46, RADplus 2021 Update 116, RADplus 2022 Update 19, and myAvatar Client Update 2513-003 or 3201-001 must be installed in order to utilize full functionality.
  • A user must be defined and logged in (User A).
  • "User A" must be associated to a user role (Role A).
  • The 'RADplus->Database Management->Client Lookup->->->Enable enhanced caseload management from the 'Clients and Data' widget' registry setting must be set to "Role A".
  • Please log out of the application and log back in after completing the above configuration.
  • A team must already be setup in the 'Team Definition' form. (Physician Team 1)
Steps
  1. Access the ‘Admission’ form.
  2. Fill out all required fields and click [Submit]. This will be "Client A"
  3. Validate that "Client A" displays in the ‘Recent Clients’ list.
  4. Right click "Client A" and select [Add to My Caseload].
  5. Validate the ‘My Clients’ widget contains “Client A”.
  6. Right click "Client A" under 'My Clients' and select [Remove From My Caseload].
  7. Validate that “Client A” no longer displays in the ‘My Clients’ widget.
  8. Access the ‘Team Definition’ form.
  9. Click [Select Team].
  10. Select “PT1 (Physician Team Test)” in the ‘Select one of the following’ field and click [OK].
  11. Select the ‘Individual Client Assignment’ section.
  12. Search for and select “Client A” in the ‘Client ID’ field.
  13. Select the ‘Team Definition’ section and click [File].
  14. Validate a "Filed" message is displayed and click [OK].
  15. Close the form.
  16. Validate that “Client A” does not display in the ‘My Clients’ widget.
  17. Right click "Client A" in 'Recent Clients' and select [Add to My Caseload].
  18. Validate the ‘My Clients’ widget contains “Client A”.
  19. Right click "Client A" and select [Remove From Physician Team].
  20. Validate the ‘My Clients’ widget contains “Client A”.
  21. Right click "Client A" under 'My Clients' and select [Remove From My Caseload].
  22. Validate that “Client A” no longer displays in the ‘My Clients’ widget.
Topics
• Team Definition