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Avatar NX Update 2022.10.00 Acceptance Tests

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AV-72919 Summary | Details
Avatar NX - Console Widget Viewer
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Append Progress Notes
  • HomeView - Console Widget Viewer
  • HomeView - Progress Notes Widget
  • Progress Notes (Group and Individual)
  • Registry Settings (PM)
  • Console Widget Viewer
Scenario 1: Validate appending to a Progress Note via the "Console Widget Viewer" (Append Security Level Override -Enabled)
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • Have console widget created for the progress note form using the 'Console Widget Configuration' form ('Progress Notes' Console Widget).
  • Document routing must be enabled for the 'Progress Notes (Group and Individual)' form.
  • The 'Append Progress Notes: Limit Append to Original Author' registry setting must be enabled.
  • The 'Append Security Level Override' registry setting must be set to "3". (Note: This setting will override the 'Limit Append To Original Author' registry setting)
  • There must be 4 users:
  • A user with an associated practitioner (Practitioner A) that's logged in (User A).
  • "User A" has the 'My To Do's' widget configured to a view and has a 'User Security Level' of "3" in the 'User Definition' form.
  • A user that has a 'User Security Level' of "3" in the 'User Definition' form (User B).
  • A user that has a 'User Security Level' higher than "3" in the 'User Definition' form (User C).
  • A user that has a 'User Security Level' lower than "3" in the 'User Definition' form (User D).
Steps
  1. Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
  2. Populate all required and desired fields.
  3. Select "Final" in the 'Draft/Final' field.
  4. Click [Submit Note].
  5. Validate the note displays as expected in the 'Confirm Document' dialog and click [Sign and Route].
  6. Enter the password and click [Verify].
  7. In the 'Route Document to' dialog select "Practitioner A" and click [Submit].
  8. Close the form.
  9. Navigate to the 'My To Do's' widget.
  10. Validate the document for "Client A" is present and click [Review].
  11. Validate the document displays as expected.
  12. Click [Accept] and [Sign].
  13. Enter the password and click [Verify].
  14. Select "Client A" and navigate to the 'Progress Notes' console widget.
  15. Validate an entry displays for "Client A" and click [View].
  16. Validate the note displays as expected in the 'Console Widget Viewer'.
  17. Click [Append].
  18. Validate the 'Append Progress Notes' form launches.
  19. Validate all the fields are populated in the form, as expected.
  20. Enter the desired value in the 'New Comments to Be Appended to the Original Document' field.
  21. Click [Submit].
  22. Validate the 'Confirm Document' dialog contains all the notes' data including the comments added.
  23. Click [Accept].
  24. Enter the password and click [Verify].
  25. Validate the form is filed successfully.
  26. Navigate to the 'Progress Notes' console widget.
  27. Refresh the widget.
  28. Click [View].
  29. Validate the note and appended comment display as expected in the 'Console Widget Viewer'.
  30. Log out.
  31. Login as "User B".
  32. Select "Client A" and navigate to the 'Progress Notes' console widget.
  33. Validate an entry displays for "Client A" and click [View].
  34. Validate the note and appended comment display as expected in the 'Console Widget Viewer'.
  35. Validate 'Append' is present since "User B" has the same security level as "User A".
  36. Click [Append].
  37. Validate the 'Append Progress Notes' form launches.
  38. Validate all the fields are populated in the form, as expected.
  39. Enter the desired value in the 'New Comments to Be Appended to the Original Document' field.
  40. Click [Submit].
  41. Validate the 'Confirm Document' dialog contains all the notes' data including the comments added.
  42. Click [Accept].
  43. Enter the password and click [Verify].
  44. Validate the form is filed successfully.
  45. Log out.
  46. Login as "User C".
  47. Select "Client A" and navigate to the 'Progress Notes' console widget.
  48. Validate an entry displays for "Client A" and click [View].
  49. Validate the note and appended comments display as expected in the 'Console Widget Viewer'.
  50. Validate 'Append' is present since "User C" has a higher security level than "User A".
  51. Click [Append].
  52. Validate the 'Append Progress Notes' form launches.
  53. Validate all the fields are populated in the form, as expected.
  54. Enter the desired value in the 'New Comments to Be Appended to the Original Document' field.
  55. Click [Submit].
  56. Validate the 'Confirm Document' dialog contains all the notes' data including the comments added.
  57. Click [Accept].
  58. Enter the password and click [Verify].
  59. Validate the form is filed successfully.
  60. Log out.
  61. Log in as "User D".
  62. Select "Client A" and navigate to the 'Progress Notes' console widget.
  63. Validate an entry displays for "Client A" and click [View].
  64. Validate the note and appended comments display as expected in the 'Console Widget Viewer'.
  65. Validate 'Append' is not present since "User D" has a lower security level than "User A".
Scenario 2: Validate the 'Limit Append to Original Author' registry setting - Progress Note via the "Console Widget Viewer"
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • Have console widget created for the progress note form using the 'Console Widget Configuration' form ('Progress Notes' Console Widget).
  • There must have two users:
  • A user that's logged in and has a practitioner associated (Practitioner A) (User A).
  • Another user (User B)
  • Have the "Progress Notes" Console Widget, the "Console Widget Viewer" and the "My To Do's" widget added to both of the user's home view.
  • Document routing must be enabled for the 'Progress Notes (Group and Individual)' form.
  • The 'Append Progress Notes: Limit Append to Original Author' registry setting must be enabled.
Steps
  1. Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
  2. Populate all required and desired fields.
  3. Select "Final" in the 'Draft/Final' field.
  4. Click [Submit Note].
  5. Validate the note displays as expected in the 'Confirm Document' dialog and click [Sign and Route].
  6. Enter the password and click [Verify].
  7. In the 'Route Document to' dialog select "Practitioner A" and click [Submit].
  8. Close the form.
  9. Navigate to the 'My To Do's' widget.
  10. Validate the document for "Client A" is present and click [Review].
  11. Validate the document displays as expected.
  12. Click [Accept] and [Sign].
  13. Enter the password and click [Verify].
  14. Select "Client A" and navigate to the 'Progress Notes' console widget.
  15. Validate an entry displays for "Client A" and click [View].
  16. Validate the note displays as expected in the 'Console Widget Viewer'.
  17. Click [Append].
  18. Validate the 'Append Progress Notes' form launches.
  19. Validate all the fields are populated in the form, as expected.
  20. Enter the desired value in the 'New Comments to Be Appended to the Original Document' field.
  21. Click [Submit].
  22. Validate the 'Confirm Document' dialog contains all the notes' data including the comments added.
  23. Click [Accept].
  24. Enter the password and click [Verify].
  25. Validate the form is filed successfully.
  26. Navigate to the 'Progress Notes' console widget.
  27. Refresh the widget.
  28. Click [View].
  29. Validate the note and appended comment display as expected in the 'Console Widget Viewer'.
  30. Log out.
  31. Login as "User B".
  32. Select "Client A" and navigate to the 'Progress Notes' console widget.
  33. Validate an entry displays for "Client A" and click [View].
  34. Validate the note and appended comment display as expected in the 'Console Widget Viewer'.
  35. Validate 'Append' does not display in the 'Console Widget Viewer'.
  36. Access the 'Registry Settings' form.
  37. Enter "Limit Append To Original Author" in the 'Limit Registry Settings to the Following Search Criteria' field.
  38. Click [View Registry Settings].
  39. Select "Append Progress Notes: Limit Append to Original Author" and click [OK].
  40. Enter "N" in the 'Registry Setting Value' field.
  41. Click [Submit], [OK], and [No].
  42. Navigate to the 'Progress Notes' console widget.
  43. Refresh the widget.
  44. Validate an entry displays for "Client A" and click [View].
  45. Validate the note and appended comment display as expected in the 'Console Widget Viewer'.
  46. Click [Append].
  47. Validate the 'Append Progress Notes' form launches.
  48. Validate all the fields are populated in the form, as expected.
  49. Enter the desired value in the 'New Comments to Be Appended to the Original Document' field.
  50. Click [Submit].
  51. Validate the 'Confirm Document' dialog contains all the notes' data including the comments added.
  52. Click [Accept].
  53. Enter the password and click [Verify].
  54. Validate the form is filed successfully.
  55. Navigate to the 'Progress Notes' console widget.
  56. Refresh the widget.
  57. Click [View].
  58. Validate the note and appended comments display as expected in the 'Console Widget Viewer'.
Scenario 3: Validate appending to a Document via the "Console Widget Viewer"
Specific Setup:
  • Have a Modeled form with document routing enabled (Form A).
  • Have console widget created for the modeled form using the 'Console Widget Configuration' form.
  • Have the modeled form console widget (Widget A), the 'Console Widget Viewer' and the 'My To Do's' widget, added to all of the user's home view.
  • The Append Documents 'Limit Append to Original Author' registry setting must be enabled.
  • There must be three users:
  • A user that's logged in and has a practitioner associated (Practitioner A) and has access to "Form A" and the 'Append Documents' form (User A).
  • A user has to access "Form A" and the 'Append Documents' form (User B).
  • A user who has access to "Form A" but does not have access to the 'Append Documents' form (User C).
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access "Form A".
  2. Populate all the desired fields on the form.
  3. Select "Final" in the 'Draft/Final' field.
  4. Click [Submit].
  5. Validate the 'Confirm Document' dialog contains the expected data.
  6. Click [Sign and Route].
  7. Enter the password and click [Verify].
  8. In the 'Route Document to' dialog select "Practitioner A" and click [Submit].
  9. Navigate to the 'My To Do's' widget.
  10. Validate the document for "Client A" is present and click [Review].
  11. Validate the document displays as expected.
  12. Click [Accept] and [Sign].
  13. Enter the password and click [Verify].
  14. Navigate to "Widget A".
  15. Validate an entry displays for "Client A" and click [View].
  16. Validate the document displays as expected in the 'Console Widget Viewer'.
  17. Click [Append].
  18. Validate the 'Append Documents' form launches.
  19. Validate all the fields are populated in the form, as expected.
  20. Enter the desired value in the 'New Comments to Be Appended to the Original Document' field.
  21. Click [Submit].
  22. Validate the 'Confirm Document' dialog contains all the document's data including the comments added.
  23. Click [Accept].
  24. Enter the password and click [Verify].
  25. Validate the form is filed successfully.
  26. Refresh "Widget A".
  27. Click [View] in the row again in "Widget A".
  28. Validate the document and appended comment display as expected in the 'Console Widget Viewer'.
  29. Log out.
  30. Log in as "User B".
  31. Select "Client A" and navigate to "Widget A".
  32. Validate an entry displays for "Client A" and click [View].
  33. Validate the document and appended comment display as expected in the 'Console Widget Viewer'.
  34. Validate 'Append' does not display in the 'Console Widget Viewer'.
  35. Log out.
  36. Login as "User C".
  37. Select "Client A" and navigate to "Widget A".
  38. Validate an entry displays for "Client A" and click [View].
  39. Validate the document and appended comment display as expected in the 'Console Widget Viewer'.
  40. Validate 'Append' does not display in the 'Console Widget Viewer'.
  41. Access the 'Registry Settings' form.
  42. Enter "Limit Append To Original Author" in the 'Limit Registry Settings to the Following Search Criteria' field.
  43. Click [View Registry Settings].
  44. Select "Limit Append To Original Author" and click [OK].
  45. Enter "N" in the 'Registry Setting Value' field.
  46. Click [Submit], [OK], and [No].
  47. Navigate to "Widget A."
  48. Refresh the widget.
  49. Validate an entry displays for "Client A" and click [View].
  50. Validate the document and appended comment display as expected in the 'Console Widget Viewer'.
  51. Validate 'Append' does not display in the 'Console Widget Viewer'.
  52. Log out.
  53. Login as "User B".
  54. Select "Client A" and navigate to "Widget A".
  55. Validate an entry displays for "Client A" and click [View].
  56. Validate the document and appended comment display as expected in the 'Console Widget Viewer'.
  57. Click [Append].
  58. Validate the 'Append Documents' form launches.
  59. Validate all the fields are populated in the form, as expected.
  60. Enter the desired value in the 'New Comments to Be Appended to the Original Document' field.
  61. Click [Submit].
  62. Validate the 'Confirm Document' dialog contains all the document's data including the comments added.
  63. Click [Accept].
  64. Enter the password and click [Verify].
  65. Validate the form is filed successfully.
  66. Navigate to "Widget A".
  67. Refresh the widget.
  68. Click [View] in the row again in "Widget A".
  69. Validate the document and appended comments display as expected in the 'Console Widget Viewer'.
Scenario 4: 'All Documents' widget - Validate the 'Limit Append to Original Author' registry setting for a Progress Note
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' for both users. ('All Documents' view).
  • The 'My To-Do's' widget must be configured to a view for both users.
  • A Category (Category A) must be created in 'Document Management Definition' with the desired document types "Category A" must be selected in 'All Documents Widget Definition - Multi-Document Tab'.
  • Document routing must be enabled for the 'Progress Notes (Group and Individual)' form.
  • Both of the 'Limit Append To Original Author' registry settings must be enabled.
  • There must be two users:
  • A user must have an associated Practitioner (Practitioner A) and be logged in (User A).
  • Another defined user.
  • Please note: This is for Avatar NX systems.
Steps
  1. Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
  2. Fill out all required fields.
  3. Select "Final" in the 'Draft/Final' field.
  4. Click [Submit Note].
  5. Validate the note displays in the 'Confirm Document' dialog and click [Sign and Route].
  6. Enter the password and click [Verify].
  7. Select "Practitioner A" and click [Add].
  8. Click [Submit].
  9. Validate a 'Progress Notes' dialog stating: "Note Filed." and click [OK].
  10. Close the form.
  11. Navigate to the 'My To-Do's' widget.
  12. Validate the note for "Client A" and click [Review].
  13. Validate the note displays as expected.
  14. Click [Accept] and [Sign].
  15. Enter the password and click [Verify].
  16. Validate the To Do no longer displays.
  17. Click [Close].
  18. Select "Client A" and navigate to the 'All Documents' view.
  19. Validate the 'Multi-Document Tab' is selected.
  20. Validate the note is present and select it.
  21. Validate the note displays as expected in the 'Console Widget Viewer'.
  22. Click [Append].
  23. Validate the 'Append Documents' form launches.
  24. Validate all the fields are populated in the form, as expected.
  25. Enter the desired value in the 'New Comments to Be Appended to the Original Document' field.
  26. Click [Submit].
  27. Validate the 'Confirm Document' dialog contains all the notes' data including the comments added.
  28. Click [Accept].
  29. Enter the password and click [Verify].
  30. Validate the form is filed successfully.
  31. Navigate to the 'All Documents' view.
  32. Click [Close All].
  33. Refresh the 'All Documents' widget.
  34. Select 'All Forms'.
  35. Validate the note displays and click [View].
  36. Validate the note displays as expected in the 'Console Widget Viewer'.
  37. Click [Append].
  38. Validate the 'Append Progress Notes' form launches.
  39. Validate all the fields are populated in the form, as expected.
  40. Enter the desired value in the 'New Comments to Be Appended to the Original Document' field.
  41. Click [Submit].
  42. Validate the 'Confirm Document' dialog contains all the notes' data including the comments added.
  43. Click [Accept].
  44. Enter the password and click [Verify].
  45. Validate the form is filed successfully.
  46. Log out.
  47. Log in as "User B".
  48. Select "Client A" and navigate to the 'All Documents' view.
  49. Validate the 'Multi-Document Tab' is selected.
  50. Validate the note is present and select it.
  51. Validate the note displays as expected in the 'Console Widget Viewer'.
  52. Validate 'Append' is not present in the 'Console Widget Viewer'.
  53. Click [Close All].
  54. Select 'All Forms'.
  55. Validate the note displays and click [View].
  56. Validate the note displays as expected in the 'Console Widget Viewer'.
  57. Validate 'Append' is not present in the 'Console Widget Viewer'.
  58. Click [Close All].
  59. Access the 'Registry Settings' form.
  60. Enter "Limit Append To Original Author" in the 'Limit Registry Settings to the Following Search Criteria' field.
  61. Click [View Registry Settings].
  62. Select "Append Progress Notes: Limit Append to Original Author" and click [OK].
  63. Enter "N" in the 'Registry Setting Value' field.
  64. Click [Submit], [OK], and [No].
  65. Select "Client A" and navigate to the 'All Documents' view.
  66. Repeat steps 5a-5h
  67. Click [Append].
  68. Validate the 'Append Progress Notes' form launches.
  69. Validate all the fields are populated in the form, as expected.
  70. Enter the desired value in the 'New Comments to Be Appended to the Original Document' field.
  71. Click [Submit].
  72. Validate the 'Confirm Document' dialog contains all the notes' data including the comments added.
  73. Click [Accept].
  74. Enter the password and click [Verify].
  75. Validate the form is filed successfully.
  76. Click [Close All].
  77. Access the 'Registry Settings' form.
  78. Enter "Limit Append To Original Author" in the 'Limit Registry Settings to the Following Search Criteria' field.
  79. Click [View Registry Settings].
  80. Select "Append Documents: Limit Append to Original Author" and click [OK].
  81. Enter "N" in the 'Registry Setting Value' field.
  82. Click [Submit], [OK], and [No].
  83. Select "Client A" and navigate to the 'All Documents' view.
  84. Repeat steps 5a-5c.
  85. Click [Append].
  86. Validate the 'Append Documents' form launches.
  87. Validate all the fields are populated in the form, as expected.
  88. Enter the desired value in the 'New Comments to Be Appended to the Original Document' field.
  89. Click [Submit].
  90. Validate the 'Confirm Document' dialog contains all the notes' data including the comments added.
  91. Click [Accept].
  92. Enter the password and click [Verify].
  93. Validate the form is filed successfully.
  94. Navigate to the 'All Documents' view.
  95. Click [Close All].
  96. Refresh the 'All Documents' widget.
  97. Validate the note displays and click [View].
  98. Validate the note and all the comments display as expected in the 'Console Widget Viewer'.
Topics
• All Documents Widget • Console Widget • Document Routing • My To Do's • NX • Progress Notes (Group And Individual) • Registry Settings • Widgets
AV-72961 Summary | Details
Avatar NX - Launch Event Forms
Scenario 1: 'Internal Client Referrals' - form validation
Specific Setup:
  • In the 'Internal Referral Type Maintenance' form, must have a referral type defined that is associated to a modeled form and a user associated to receive the internal referrals.
  • A client must be enrolled in an existing episode (Client A).
  • The 'My To's' widget must be assigned to the myDay view.
Steps
  1. Access the 'Internal Client Referrals' form.
  2. Select "Client A" in the 'Client Being Referred' field.
  3. Select any value in the 'Internal Referral Type Category' field.
  4. Select any value in the 'Internal Referral Type Being Requested' field.
  5. Select the desired episode.
  6. Click [Initiate Internal Referral Process].
  7. Validate the modeled form associated with the referral opens in a new window.
  8. Populate the modeled form.
  9. Click [Submit].
  10. Validate the 'Internal Client Referrals' field remains open and the previous values have been cleared.
  11. Access the 'Process Internal Referrals' form.
  12. Select the row pertaining to "Client A" in the 'Internal Referral' grid.
  13. Select "Accepted" in the 'Internal Referral Status' field.
  14. Click [Process Internal Referral].
  15. Validate a message is displayed stating "The Internal Referral has been processed successfully".
  16. Click [OK]
  17. Navigate to the 'My To Do's' widget.
  18. Validate the referral 'To Do' generated by the modeled form is present in the users to 'My To Do's' list
  19. Click [Review To Do Item].
  20. Validate the 'To Do' information states "The Internal Referral for Client A has been Accepted".
  21. Click [Reviewed] and [Submit].
  22. Validate the 'To Do' is reviewed successfully and removed from the 'To Do' List.
Topics
• NX • Referral
AV-74632 Summary | Details
OE NX - Orders This Episode - Special Characters Carrying Over Into The Scratchpad And Order Grid
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
Scenario 1: OE NX - Orders This Episode - special Characters in the free text fields while in external pharmacy mode
Specific Setup:
  • A client must have an active episode where the program or unit are set up in the 'External Pharmacy Setup' form. (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
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select any pharmacy-type order code. (Order Code A)
  3. Enter "1" in the 'Dose' field.
  4. Select "Tablet" from the 'Dose Unit' field.
  5. Select "Twice a Day" from the 'Freq' field.
  6. Fill in any remaining required fields.
  7. Enter the following in the 'Addl Instructions' field: "This is test data that contains a degree° symbol and a character with an accent  as well as this em dash—."
  8. Enter the following in the 'Directions' field: "This is test data that contains a degree ° symbol and a character with an accent Ä as well as this em dash—."
  9. Enter the following in the 'Note To Pharmacist' field: "This is test data that contains a degree° symbol and a character with an accent  as well as this em dash—."
  10. Enter the following in the 'Reason Text' field: "This is test data that contains a degree° symbol and a character with an accent  as well as this em dash—."
  11. Click [Add To Scratchpad] and [Final Review].
  12. Validate that the 'Final Review' dialog is displayed.
  13. Validate that the 'Order Details' column contains: ""Order Code A" This is test data that contains a degree° symbol and a character with an accent  as well as this em dash- Reason: This is test data that contains a degree° symbol and a character with an accent  as well as this em dash-" Note: The em dash has been converted to a hyphen.
  14. Validate that there is a yellow note in the 'Order Details' column. Click it and validate it contains the following: "This is test data that contains a degree° symbol and a character with an accent  as well as this em dash-." Note: The em dash has been converted to a hyphen.
  15. Click [Close] and [Sign].
  16. Validate that the 'Order grid' contains the new order with the following in the 'Order Details' column: ""Order Code A" Reason: This is test data that contains a degree° symbol and a character with an accent  as well as this em dash-" and the following in the 'Addl Instructions' column: "This is test data that contains a degree° symbol and a character with an accent  as well as this em dash-." Note: The em dash has been converted to a hyphen.
Topics
• NX • Order Entry Console
AV-74999 Summary | Details
Avatar NX - 'My To Do's' widget
Scenario 1: Undocked Form - Signing off on documents in the 'My To Do's' widget
Specific Setup:
  • Two clients must be enrolled in an existing episode (Client A) and (Client B).
  • A user is a staff member and has the 'My To Do's' widget on their myDay view (User A).
  • "User A" is defined with an associated staff member and logged in.
  • Another user must be defined (User B).
  • "Client A" must and have a progress note routed to "User A" for approval.
  • Document routing must be enabled for the 'Individual Progress Note' form.
Steps
  1. Access the undocked 'Individual Progress Note' form.
  2. Validate the undocked 'Individual Progress Note' form opens.
  3. Switch to the myDay view.
  4. Navigate to the 'My To Dos' widget.
  5. Navigate to the 'Document to Sign' for "Client A" and click [Review].
  6. Switch to the undocked 'Individual Progress Note' form.
  7. Select "Client B" in the 'Select Client' field.
  8. Populate all required and desired fields.
  9. Select "Final" in the 'Draft/Final' field.
  10. Click [Submit Note].
  11. Validate that the 'Confirm Document' dialog is displayed with the progress note data, including an electronic signature at the bottom for the current user/staff member as the Author.
  12. Click [Sign and Route].
  13. Enter the password associated with the logged in user and click [Verify].
  14. Validate the 'Route Document To' dialog is displayed.
  15. Select the "User A" as the 'Approver'.
  16. Click [Submit].
  17. Validate a 'Progress Notes' dialog is displayed stating: "Note Filed."
  18. Click [OK]
  19. Switch to the 'Documents to Review' window.
  20. Validate a 'Confirm' dialog stating "There are one or more items within your Workflow Management To Do List."
  21. Click [OK].
  22. Click [Accept] and [Sign].
  23. Enter the password and click [Verify].
  24. Validate the 'Documents to Review' window closes.
  25. Validate the To-Do is no longer displayed for "Client A".
  26. Validate the To-Do is displayed for "Client B".
  27. Validate the 'Ellipsis' displays.
  28. Click this and validate a menu.
  29. Select "Create Note to Self" from the menu.
  30. Validate a 'Note to Self' dialog and type any value in the 'Create a new note' field.
  31. Click [OK].
  32. Verify the icon is a check box.
  33. Mouse over the icon and validate the note displays.
  34. Click the 'Ellipsis' and select "Re-Assign To Do" from the menu.
  35. Validate a 'Select Staff' dialog.
  36. Select "User B" and click [OK].
  37. Validate the to do no longer displays.
  38. Click [Change].
  39. Validate a 'Select Staff' dialog.
  40. Select "User B" and click [OK].
  41. Validate the to dos display for "User B" and the to do for "Client B" is present.
  42. Click [Review].
  43. Click [Accept] and [Sign].
  44. Enter the password and click [Verify].
  45. Validate the 'Documents to Review' window closes.
  46. Close the To Do's.
  47. Switch to the undocked 'Individual Progress Note' form.
  48. Close the form.
Topics
• Document Routing • NX • Progress Notes
AV-76873 Summary | Details
Avatar eMAR - 'Order Details' Flyover
Scenario 1: NX - OE and eMAR - AOE Question/Answer Flyover
Steps

Internal Testing Only
Topics
• Avatar eMAR • NX
AV-77706 Summary | Details
Avatar NX - Keyboard Shortcuts
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Diagnosis
  • Document Capture Window
  • HomeView - My To Do's widget
  • Progress Notes (Group and Individual)
  • Review To Do Item
  • Scheduling Calendar
  • View Definition
Scenario 1: Avatar NX - Validate Keyboard Shortcuts
Specific Setup:
  • A client must be enrolled in an existing episode and have a diagnosis record on file (Client A).
  • User must have the 'My To Do's' widget configured to their myDay view.
  • User must have additional views configured to their myDay view.
  • User must have a widget configured to their myDay view (Widget A).
  • User must have an associated practitioner (Practitioner A).
  • Please note: some shortcuts have multiple commands. To check this, the user can press the 'Alt' key to see where the available shortcuts display.
Steps
  1. Press the 'Alt' key.
  2. Validate the shortcut letters display.
  3. Press 'Alt' + 'C'.
  4. Validate the associated view displays.
  5. Press 'Alt' + 'H'.
  6. Validate the myDay view displays.
  7. Press 'Alt' + 'A'.
  8. Validate the search field is in focus.
  9. Enter "Diagnosis" in the search field.
  10. Select the 'Diagnosis' form from the search options.
  11. Search for and select "Client A" in the 'Select Client' field.
  12. Select the desired episode.
  13. Press 'Alt' + 'A' to add a new diagnosis record.
  14. Validate a new diagnosis form displays.
  15. Press 'Alt' + 'P'.
  16. Validate an 'Info' dialog stating: "Added form to favorites." and click [OK].
  17. Press 'Alt' + 'T'.
  18. Validate the form discards.
  19. Press 'Alt' + 'Z'.
  20. Validate the scheduling calendar launches.
  21. Click [Dismiss].
  22. Press 'Alt' + 'P'.
  23. Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?"
  24. Click [Import].
  25. Validate a 'Select Episode' dialog, select any value and click [OK].
  26. Validate 'Document Capture' opens in a new window.
  27. Click [Close Document Capture].
  28. Select "Client A' and access the 'Progress Notes (Group and Individual)' form.
  29. Populate the required fields.
  30. Press 'Alt' + 'R'.
  31. Validate a 'Create To Do' dialog displays.
  32. Enter "Practitioner A" in the 'Select Client' field and click [Add].
  33. Enter any value in the 'Note' field.
  34. Click [Save].
  35. Select "Final" in the 'Draft/Final' field.
  36. Click [Submit Note].
  37. Validate a 'Confirm Document' dialog displays and click [Sign].
  38. Enter the password and click [Verify].
  39. Validate a 'Progress Notes' dialog stating: "Note Filed." and click [OK].
  40. Press 'Alt' + 'T'.
  41. Validate a 'Confirm Close' dialog stating "Are you sure you want to close without saving?"
  42. Press 'Alt' + 'N'.
  43. Validate the form does not discard.
  44. Press 'Alt' + 'T'.
  45. Validate a 'Confirm Close' dialog stating "Are you sure you want to close without saving?"
  46. Press 'Alt' + 'Y'.
  47. Validate the form closes.
  48. Navigate to the 'My To Do's' widget.
  49. Validate the to do from the previous steps displays.
  50. Click [Review To Do Item].
  51. Click [Reviewed - Review To Do Item].
  52. Press 'Alt' + 'S'.
  53. Validate the form submits and the to do no longer displays.
  54. Click [Close].
  55. Press 'Alt' + 'K'.
  56. Validate the application is locked.
  57. Sign in.
  58. Access the 'View Definition' form.
  59. Click [Select View].
  60. Select the view associated to the logged in user and click [OK].
  61. Click [Launch View Designer].
  62. Remove "Widget A".
  63. Press 'Alt' + 'C'.
  64. Validate a 'Confirm Cancel' dialog stating: "Are you sure you want to cancel and discard any changes?"
  65. Press 'Alt' + 'N'.
  66. Validate "Widget A" is still removed.
  67. Press 'Alt' + 'L'.
  68. Validate the list of widgets are hidden.
  69. Press 'Alt' + 'M'.
  70. Validate the form slides/submits.
  71. Click [Submit] and [Yes].
  72. Navigate to the myDay view.
  73. Click [My Activity].
  74. Click [View/Add Widgets].
  75. Press 'Alt' + 'L'.
  76. Validate a 'Confirm Reload' dialog stating: "Are you sure you want to discard current changes and reload layout from server?"
  77. Click [Yes].
  78. Validate "Widget A" no longer displays.
  79. Press 'Alt' + 'D'.
  80. Validate a 'Confirm' dialog displays stating: "Are you sure you want to close all open forms?"
  81. Click [Yes].
  82. Validate the 'View Definition' form is closed.
  83. Press 'Alt' + 'G'.
  84. Validate a 'Confirm' dialog stating: "Are you sure you want to log off?"
  85. Click [Yes].
  86. Validate the user is logged out.
Topics
• Diagnosis • NX • Progress Notes (Group And Individual) • View Definition
AV-79617 Summary | Details
NX - My Clients' widget - Include Active Room Number With Client Name
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
Scenario 1: NX - 'Include Active Room Number with Client Name' Registry Setting - validate parsing room number and bed
Specific Setup:
  • A room must be configured with no special characters via the 'Maintain Hospital Bed File' form. (Room A)
  • Multiple Rooms must be configured with special characters (period (.), hyphen (-), underscore (_), comma (,), and semicolon (;)) via The 'Maintain Hospital Bed File' form. (Room B, Room C, Room D, Room E, and Room F)
  • Six clients must be admitted into an active inpatient episode and are assigned a room from the above steps. (Client A, Client B, Client C, Client D, Client E, and Client F)
  • The 'My Clients' widget must be added to the 'HomeView' of the user logged into the application.
Steps
  1. Access the ‘Registry Settings’ form.
  2. Set the ‘Select Registry Setting’ field to “Include Active Room Number”.
  3. Validate the ‘RADplus->General->Facility->->->Include Active Room Number With Client Name’ registry setting is set to “0”.
  4. Close the form.
  5. Log out of the application and log back in.
  6. Validate the widget does not contain room numbers.
  7. Access the ‘Registry Settings’ form.
  8. Set the ‘Select Registry Setting’ field to “Include Active Room Number”.
  9. Set the ‘RADplus->General->Facility->->->Include Active Room Number With Client Name’ registry to “1&BED”.
  10. Close the form.
  11. Log out of the application and log back in.
  12. Validate the 'My Clients' widget contains the room number and bed in the following format:
  13. “Client A” = “200.A”.
  14. “Client B” = “200.2.A”.
  15. “Client C” = “200-3.A”.
  16. “Client D” = “200_4.A”.
  17. “Client E” = “200,5.A”.
  18. Select “Client A” and access the ‘Admission’ form.
  19. Select the episode in the ‘Episode’ pre-display and click [Edit].
  20. Validate the client header contains “200.A” as the room number and bed for “Client A”.
  21. Close the form.
  22. Access the ‘Registry Settings’ form.
  23. Set the ‘Select Registry Setting’ field to “Include Active Room Number”.
  24. Set the ‘RADplus->General->Facility->->->Include Active Room Number With Client Name’ registry to “2,2&BED”.
  25. Close the form.
  26. Log out of the application and log back in.
  27. Validate the 'My Clients' widget contains the room number and bed in the following format:
  28. “Client A” = “.A”.
  29. “Client B” = “2.A”.
  30. “Client C” = “.A”.
  31. “Client D” = “.A”.
  32. “Client E” = “.A”.
  33. "Client F" = ".A".
  34. Select “Client B” and access the ‘Admission’ form.
  35. Select the episode in the ‘Episode’ pre-display and click [Edit].
  36. Validate the client header contains “2.A” as the room number and bed for “Client B”.
  37. Close the form.
  38. Access the ‘Registry Settings’ form.
  39. Set the ‘Select Registry Setting’ field to “Include Active Room Number”.
  40. Set the ‘RADplus->General->Facility->->->Include Active Room Number With Client Name’ registry to “3,2&BED”.
  41. Close the form.
  42. Log out of the application and log back in.
  43. “Client A” = “.A”.
  44. “Client B” = “.A”.
  45. “Client C” = “3.A”.
  46. “Client D” = “.A”.
  47. “Client E” = “.A”.
  48. "Client F" = ".A".
  49. Select “Client C” and access the ‘Admission’ form.
  50. Select the episode in the ‘Episode’ pre-display and click [Edit].
  51. Validate the client header contains “3.A” as the room number and bed for “Client C”.
  52. Close the form.
  53. Access the ‘Registry Settings’ form.
  54. Set the ‘Select Registry Setting’ field to “Include Active Room Number”.
  55. Set the ‘RADplus->General->Facility->->->Include Active Room Number With Client Name’ registry to “4,2&BED”.
  56. Close the form.
  57. Log out of the application and log back in.
  58. “Client A” = “.A”.
  59. “Client B” = “.A”.
  60. “Client C” = “.A”.
  61. “Client D” = “4.A”.
  62. “Client E” = “.A”.
  63. "Client F" = ".A".
  64. Select “Client D” and access the ‘Admission’ form.
  65. Select the episode in the ‘Episode’ pre-display and click [Edit].
  66. Validate the client header contains “4.A” as the room number and bed for “Client D”.
  67. Close the form.
  68. Access the ‘Registry Settings’ form.
  69. Set the ‘Select Registry Setting’ field to “Include Active Room Number”.
  70. Set the ‘RADplus->General->Facility->->->Include Active Room Number With Client Name’ registry to “5,2&BED”.
  71. Close the form.
  72. Log out of the application and log back in.
  73. “Client A” = “.A”.
  74. “Client B” = “.A”.
  75. “Client C” = “.A”.
  76. “Client D” = “.A”.
  77. “Client E” = “5.A”.
  78. "Client F" = ".A".
  79. Select “Client E” and access the ‘Admission’ form.
  80. Select the episode in the ‘Episode’ pre-display and click [Edit].
  81. Validate the client header contains “5.A” as the room number and bed for “Client E”.
  82. Close the form.
  83. Access the ‘Registry Settings’ form.
  84. Set the ‘Select Registry Setting’ field to “Include Active Room Number”.
  85. Set the ‘RADplus->General->Facility->->->Include Active Room Number With Client Name’ registry to “6,2&BED”.
  86. Close the form.
  87. Log out of the application and log back in.
  88. “Client A” = “.A”.
  89. “Client B” = “.A”.
  90. “Client C” = “.A”.
  91. “Client D” = “.A”.
  92. “Client E” = “.A”.
  93. "Client F" = "6.A".
  94. Select “Client F” and access the ‘Admission’ form.
  95. Select the episode in the ‘Episode’ pre-display and click [Edit].
  96. Validate the client header contains “6.A” as the room number and bed for “Client F”.
  97. Close the form.
Topics
• My Clients • NX
AV-80483 Summary | Details
OE NX - Order Entry Console - Copy SSI Instr. into 'Directions' field.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Code Setup
  • Orders This Episode
  • Sliding Scale Insulin Template Setup
  • Order Entry Console
  • Registry Settings (PM)
Scenario 1: OE NX - Orders This Episode - external pharmacy mode - Creating a SSI order with a variable template with 'Copy SSI Instr. into 'Directions' in OE Console (OTE in external pharmacy mode)" = "N"
Specific Setup:
  • Avatar OE 2022 Update 65 and Avatar NX Release 2022.10.00 are required in order to utilize this functionality.
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Copy SSI Instr. into 'Directions' in OE Console (OTE in external pharmacy mode)' registry setting must be set to "N".
  • Please log out of the application and log back in after completing the above configuration.
  • A Sliding Scale Insulin template must exist (Template 1) and have the following criteria.
  • 'Period 1 Column Name' = "Unit(s) Before Breakfast"
  • 'Period 1 Short Column Name' = "Unit(s) B4 B-fast"
  • 'Period 1 Active' = "Yes".
  • 'Period 2 Column Name' = "Unit(s) Before Lunch-this is a test"
  • 'Period 2 Short Column Name' is blank
  • 'Period 2 Active' = "Yes".
  • 'Period 3 Column Name' = "Unit(s) Before Dinner"
  • Period 3 Short Column Name' = "Unit(s) Before Supper"
  • 'Period 3 Active' = "Yes".
  • 'Period 4 Active' = "No".
  • A pharmacy-type order code must exist that has the 'Enable Sliding Scale Insulin Instructions' checkbox checked. (HUMALOG 100 UNITS/1 ML SOLUTION INJECTION).
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (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
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION" in the 'New Order' field.
  3. Click [Sliding Scale Instructions].
  4. Validate the 'Sliding Scale Insulin Instructions' dialog is displayed.
  5. Select "Template 1" and click [Save].
  6. Select "3 TIMES A DAY" in the 'Freq' field.
  7. Set the 'Duration' field to "28" and click [Days].
  8. Validate the 'Days Supply' field contains "28".
  9. Set the 'Dispense Qty' field to "1".
  10. Select "Unspecified" in the 'Dispense Qty Unit' field.
  11. Validate the 'Addl Instructions' field contains "If blood glucose is 0-69: 0 Unit(s) Before Breakfast, 0 Unit(s) Before Lunch-this is a test, 0 Unit(s) Before Dinner, Call 911 70-140: 0 Unit(s) Before Breakfast, 0 Unit(s) Before Lunch-this is a test, 0 Unit(s) Before Dinner, normal 141-200: 1 Unit(s) Before Breakfast, 1 Unit(s) Before Lunch-this is a test, 1 Unit(s) Before Dinner, Monitor 201-300: 2 Unit(s) Before Breakfast, 2 Unit(s) Before Lunch-this is a test, 2 Unit(s) Before Dinner, monitor and call Dr.".
  12. Validate the 'Directions' field contains "See sliding scale instructions".
  13. Click [Add to Scratchpad].
  14. Validate the 'Scratchpad' contains "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION 3 TIMES A DAY Addl Instructions: If blood glucose is 0-69: 0 Unit(s) Before Breakfast, 0 Unit(s) Before Lunch-this is a test, 0 Unit(s) Before Dinner, Call 911 70-140: 0 Unit(s) Before Breakfast, 0 Unit(s) Before Lunch-this is a test, 0 Unit(s) Before Dinner, normal 141-200: 1 Unit(s) Before Breakfast, 1 Unit(s) Before Lunch-this is a test,1 Unit(s) Before Dinner, Monitor 201-300: 2 Unit(s) Before Breakfast, 2 Unit(s) Before Lunch-this is a test, 2 Unit(s) Before Dinner, monitor and call Dr.".
  15. Click [Final Review].
  16. Validate the 'Final Review' dialog is displayed and contains the following information in the 'Order Details' cell: "HumaLOG 100 UNITS/1 ML Solution See sliding scale instructions Days Supply: 28 Number of Refills: 0 Dispense Quantity: 1 Unspecified Substitution Allowed Written Date: date the order was created".
  17. Select "eRX" in 'Output' and click [Sign].
  18. Validate the 'Order grid' contains an order for "HUMALOG 100 UNITS/1 ML INJECTION SOLUTION3 TIMES A DAY" with 'Addl Instructions' of "If blood glucose is 0-69: 0 Unit(s) Before Breakfast, 0 Unit(s) Before Lunch-this is a test, 0 Unit(s) Before Dinner, Call 911 70-140: 0 Unit(s) Before Breakfast, 0 Unit(s) Before Lunch-this is a test, 0 Unit(s) Before Dinner, normal 141-200: 1 Unit(s) Before Breakfast, 1 Unit(s) Before Lunch-this is a test, 1 Unit(s) Before Dinner, Monitor 201-300: 2 Unit(s) Before Breakfast, 2 Unit(s) Before Lunch-this is a test, 2 Unit(s) Before Dinner, monitor and call Dr."
Scenario 2: OE NX - Orders This Episode - external pharmacy mode - Creating a SSI order with a variable template with 'Copy SSI Instr. into 'Directions' in OE Console (OTE in external pharmacy mode)" = "Y"
Specific Setup:
  • Avatar OE 2022 Update 65 and Avatar NX Release 2022.10.00 are required in order to utilize this functionality.
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Copy SSI Instr. into 'Directions' in OE Console (OTE in external pharmacy mode)' registry setting must be set to "Y".
  • Please log out of the application and log back in after completing the above configuration.
  • A Sliding Scale Insulin template must exist (Template 1) and have the following criteria.
  • 'Period 1 Column Name' = "Unit(s) Before Breakfast"
  • 'Period 1 Short Column Name' = "Unit(s) B4 B-fast"
  • 'Period 1 Active' = "Yes".
  • 'Period 2 Column Name' = "Unit(s) Before Lunch-this is a test"
  • 'Period 2 Short Column Name' is blank
  • 'Period 2 Active' = "Yes".
  • 'Period 3 Column Name' = "Unit(s) Before Dinner"
  • Period 3 Short Column Name' = "Unit(s) Before Supper"
  • 'Period 3 Active' = "Yes".
  • 'Period 4 Active' = "No".
  • A pharmacy-type order code must exist that has the 'Enable Sliding Scale Insulin Instructions' checkbox checked. (HUMALOG 100 UNITS/1 ML SOLUTION INJECTION).
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (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
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION" in the 'New Order' field.
  3. Click [Sliding Scale Instructions].
  4. Validate the 'Sliding Scale Insulin Instructions' dialog is displayed.
  5. Select "Template 1" and click [Save].
  6. Select "3 TIMES A DAY" in the 'Freq' field.
  7. Populate all remaining required fields.
  8. Validate the 'Addl Instructions' field contains period column names of "Unit(s) Before Breakfast", "Unit(s) Before Lunch-this is a test", and "Unit(s) Before Dinner" and that all Sliding Scale Instructions are displayed.
  9. Validate the 'Directions' field contains period column names of "Unit(s) B4 B-fast", "Unit(s) Before Lunch-this is a test", and "Unit(s) Before Supper" and that all Sliding Scale Instructions are displayed.
  10. Click [Add to Scratchpad].
  11. Validate the 'Scratchpad' contains "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION 3 TIMES A DAY Addl Instructions: with period column names of "Unit(s) Before Breakfast", "Unit(s) Before Lunch-this is a test", and "Unit(s) Before Dinner" and that all Sliding Scale Instructions are displayed.
  12. Click [Final Review].
  13. Validate the 'Final Review' dialog is displayed and contains the following information in the 'Order Details' cell: "HumaLOG 100 UNITS/1 ML Solution with all Sliding Scale instructions displayed with period column names "Unit(s) B4 B-fast", "Unit(s) Before Lunch-this is a test", and "Unit(s) Before Supper" Days Supply: 28 Number of Refills: 0 Dispense Quantity: 2 Unspecified Substitution Allowed Written Date: Date order was created".
  14. Select "eRX" in 'Output' and click [Sign].
  15. Validate the 'Order grid' contains an order for "HUMALOG 100 UNITS/1 ML INJECTION SOLUTION 3 TIMES A DAY" with 'Addl Instructions' that contain all Sliding Scale Instructions and utilizes period column names of "Unit(s) Before Breakfast", "Unit(s) Before Lunch-this is a test", and "Unit(s) Before Dinner"
Scenario 3: OE NX - Admission Med Rec - external pharmacy mode - Creating a SSI order with a variable template with 'Copy SSI Instr. into 'Directions' in OE Console (OTE in external pharmacy mode)" = "Y"
Specific Setup:
  • Avatar OE 2022 Update 65 and Avatar NX Release 2022.10.00 are required in order to utilize this functionality.
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Copy SSI Instr. into 'Directions' in OE Console (OTE in external pharmacy mode)' registry setting must be set to "Y".
  • Please log out of the application and log back in after completing the above configuration.
  • A Sliding Scale Insulin template must exist (Template 1) and have the following criteria.
  • 'Period 1 Column Name' = "Unit(s) Before Breakfast"
  • 'Period 1 Short Column Name' = "Unit(s) B4 B-fast"
  • 'Period 1 Active' = "Yes".
  • 'Period 2 Column Name' = "Unit(s) Before Lunch-this is a test"
  • 'Period 2 Short Column Name' is blank
  • 'Period 2 Active' = "Yes".
  • 'Period 3 Column Name' = "Unit(s) Before Dinner"
  • Period 3 Short Column Name' = "Unit(s) Before Supper"
  • 'Period 3 Active' = "Yes".
  • 'Period 4 Active' = "No".
  • A pharmacy-type order code must exist that has the 'Enable Sliding Scale Insulin Instructions' checkbox checked. (HUMALOG 100 UNITS/1 ML SOLUTION INJECTION).
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (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
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Uncheck the 'Client Reported' checkbox.
  4. Search for and select "HumaLOG 100 UNITS/1 ML Solution Injection" in the 'New Order' field.
  5. Set the 'Dose' field to "1".
  6. Select "Unit" in the 'Dose Unit' field.
  7. Select "As Needed" in the 'Frequency' field.
  8. Populate all remaining required fields.
  9. Validate the 'Directions' field contains "Inject one (1) unit injection as needed".
  10. Click [Add to Scratchpad] and [Final Review].
  11. Click the 'Pharmacy Search magnifying glass' in the 'Pharmacy' column
  12. Search for and select any pharmacy and click [Select].
  13. Select "eRX" in 'Output' and click [Sign].
  14. Check the 'Medication history reviewed and completed for Episode # 1' checkbox.
  15. Select the 'Admission Reconciliation' tab.
  16. Validate the 'Home Medications (Pre-Admission)' order grid contains an order for "HumaLOG 100 UNITS/1 ML INJECTION Solution Inject one (1) unit injection as needed (Refills: 0, Disp. Qty: 1 Unspecified)".
  17. Select the order in the 'Home Medications (Pre-Admission)' order grid and click [Add to Scratchpad].
  18. Validate the order is displayed in the 'Inpatient Medications Scratchpad' with a red flag in 'Action'.
  19. Select the order from the 'Scratchpad'.
  20. Validate the 'Dose' field contains "1".
  21. Validate the 'Dose Unit' field contains "Unit".
  22. Validate the 'Freq' field contains "As Needed".
  23. Click [Sliding Scale Instructions].
  24. Validate the 'Sliding Scale Insulin Instructions' dialog is displayed.
  25. Select "Template 1" and click [Save].
  26. Populate all remaining required fields.
  27. Validate the 'Addl Instructions' field contains period column names of "Unit(s) Before Breakfast", "Unit(s) Before Lunch-this is a test", and "Unit(s) Before Dinner" and that all Sliding Scale Instructions are displayed.
  28. Validate the 'Directions' field contains period column names of "Unit(s) B4 B-fast", "Unit(s) Before Lunch-this is a test", and "Unit(s) Before Supper" and that all Sliding Scale Instructions are displayed.
  29. Click [Update Order].
  30. Search for and select "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION" in the 'New Order' field.
  31. Click [Sliding Scale Instructions].
  32. Validate the 'Sliding Scale Insulin Instructions' dialog is displayed.
  33. Select "Template 1" and click [Save].
  34. Select "3 TIMES A DAY" in the 'Freq' field.
  35. Populate all remaining required fields.
  36. Validate the 'Addl Instructions' field contains period column names of "Unit(s) Before Breakfast", "Unit(s) Before Lunch-this is a test", and "Unit(s) Before Dinner" and that all Sliding Scale Instructions are displayed.
  37. Validate the 'Directions' field contains period column names of "Unit(s) B4 B-fast", "Unit(s) Before Lunch-this is a test", and "Unit(s) Before Supper" and that all Sliding Scale Instructions are displayed.
  38. Click [Add to Scratchpad].
  39. Validate the 'Scratchpad' contains the following:
  40. "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION 3 TIMES A DAY Addl Instructions: will display all Sliding Scale Instructions with period column names of "Unit(s) Before Breakfast", "Unit(s) Before Lunch-this is a test", and "Unit(s) Before Dinner".
  41. "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION 3 TIMES A DAY Addl Instructions: will display all Sliding Scale Instructions with period column names of "Unit(s) Before Breakfast", "Unit(s) Before Lunch-this is a test", and "Unit(s) Before Dinner".
  42. Click [Reconcile & Review].
  43. Validate an 'Interaction' dialog is displayed.
  44. Override all interactions and click [Save Override and Exit].
  45. Validate the 'Final Review' dialog is displayed and contains the following information in the 'Order Details' cell:
  46. "HumaLOG 100 UNITS/1 ML Solution with all Sliding Scale Instructions displayed utilizing the period column names of "Unit(s) B4 B-fast", "Unit(s) Before Lunch-this is a test", and "Unit(s) Before Supper" and Days Supply: 28 Number of Refills: 0 Dispense Quantity: 2 Unspecified Substitution Allowed Written Date: Date the order was created".
  47. "HumaLOG 100 UNITS/1 ML Solution with all Sliding Scale Instructions displayed utilizing the period column names of "Unit(s) B4 B-fast", "Unit(s) Before Lunch-this is a test", and "Unit(s) Before Supper" and Days Supply: 28 Number of Refills: 0 Dispense Quantity: 1 Unspecified Substitution Allowed Written Date: Date the order was created".
  48. Select "eRX" for both orders and click [Sign].
  49. Validate the 'Admission Reconciliation' tab is in view-only mode.
Scenario 4: OE NX - Admission Med Rec - external pharmacy mode - Creating a SSI order with a variable template with 'Copy SSI Instr. into 'Directions' in OE Console (OTE in external pharmacy mode)" = "N"
Specific Setup:
  • Avatar OE 2022 Update 65 and Avatar NX Release 2022.10.00 are required in order to utilize this functionality.
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Copy SSI Instr. into 'Directions' in OE Console (OTE in external pharmacy mode)' registry setting must be set to "N".
  • Please log out of the application and log back in after completing the above configuration.
  • A Sliding Scale Insulin template must exist (Template 1) and have the following criteria.
  • 'Period 1 Column Name' = "Unit(s) Before Breakfast"
  • 'Period 1 Short Column Name' = "Unit(s) B4 B-fast"
  • 'Period 1 Active' = "Yes".
  • 'Period 2 Column Name' = "Unit(s) Before Lunch-this is a test"
  • 'Period 2 Short Column Name' is blank
  • 'Period 2 Active' = "Yes".
  • 'Period 3 Column Name' = "Unit(s) Before Dinner"
  • Period 3 Short Column Name' = "Unit(s) Before Supper"
  • 'Period 3 Active' = "Yes".
  • 'Period 4 Active' = "No".
  • A pharmacy-type order code must exist that has the 'Enable Sliding Scale Insulin Instructions' checkbox checked. (HUMALOG 100 UNITS/1 ML SOLUTION INJECTION).
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (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
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Uncheck the 'Client Reported' checkbox.
  4. Search for and select "HumaLOG 100 UNITS/1 ML Solution Injection" in the 'New Order' field.
  5. Set the 'Dose' field to "1".
  6. Select "Unit" in the 'Dose Unit' field.
  7. Select "As Needed" in the 'Frequency' field.
  8. Populate all remaining required fields.
  9. Validate the 'Directions' field contains "Inject one (1) unit injection as needed".
  10. Click [Add to Scratchpad] and [Final Review].
  11. Click the 'Pharmacy Search magnifying glass' in the 'Pharmacy' column
  12. Search for and select any pharmacy and click [Select].
  13. Select "eRX" in 'Output' and click [Sign].
  14. Check the 'Medication history reviewed and completed for Episode # 1' checkbox.
  15. Select the 'Admission Reconciliation' tab.
  16. Validate the 'Home Medications (Pre-Admission)' order grid contains an order for "HumaLOG 100 UNITS/1 ML INJECTION Solution Inject one (1) unit injection as needed (Refills: 0, Disp. Qty: 1 Unspecified)".
  17. Select the order in the 'Home Medications (Pre-Admission)' order grid and click [Add to Scratchpad].
  18. Validate the order is displayed in the 'Inpatient Medications Scratchpad' with a red flag in 'Action'.
  19. Select the order from the 'Scratchpad'.
  20. Clear the 'Dose' and 'Dose Unit' fields
  21. Validate the 'Freq' field contains "As Needed".
  22. Click [Sliding Scale Instructions].
  23. Validate the 'Sliding Scale Insulin Instructions' dialog is displayed.
  24. Select "Template 1" and click [Save].
  25. Populate all remaining required fields.
  26. Validate the 'Addl Instructions' field contains "If blood glucose is 0-69: 0 Unit(s) Before Breakfast, 0 Unit(s) Before Lunch-this is a test, 0 Unit(s) Before Dinner, Call 911 70-140: 0 Unit(s) Before Breakfast, 0 Unit(s) Before Lunch-this is a test, 0 Unit(s) Before Dinner, normal 141-200: 1 Unit(s) Before Breakfast, 1 Unit(s) Before Lunch-this is a test, 1 Unit(s) Before Dinner, Monitor 201-300: 2 Unit(s) Before Breakfast, 2 Unit(s) Before Lunch-this is a test, 2 Unit(s) Before Dinner, monitor and call Dr.".
  27. Validate the 'Directions' field contains "See sliding scale instructions Inject one (1) unit injection as needed".
  28. Click [Update Order].
  29. Search for and select "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION" in the 'New Order' field.
  30. Click [Sliding Scale Instructions].
  31. Validate the 'Sliding Scale Insulin Instructions' dialog is displayed.
  32. Select "Template 1" and click [Save].
  33. Select "3 TIMES A DAY" in the 'Freq' field.
  34. Set the 'Duration' field to "28" and click [Days].
  35. Populate all remaining required fields.
  36. Validate the 'Addl Instructions' field contains "If blood glucose is 0-69: 0 Unit(s) Before Breakfast, 0 Unit(s) Before Lunch-this is a test, 0 Unit(s) Before Dinner, Call 911 70-140: 0 Unit(s) Before Breakfast, 0 Unit(s) Before Lunch-this is a test, 0 Unit(s) Before Dinner, normal 141-200: 1 Unit(s) Before Breakfast, 1 Unit(s) Before Lunch-this is a test, 1 Unit(s) Before Dinner, Monitor 201-300: 2 Unit(s) Before Breakfast, 2 Unit(s) Before Lunch-this is a test, 2 Unit(s) Before Dinner, monitor and call Dr.".
  37. Validate the 'Directions' field contains "See sliding scale instructions".
  38. Click [Add to Scratchpad].
  39. Validate the 'Scratchpad' contains "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION 3 TIMES A DAY Addl Instructions: If blood glucose is 0-69: 0 Unit(s) Before Breakfast, 0 Unit(s) Before Lunch-this is a test, 0 Unit(s) Before Dinner, Call 911 70-140: 0 Unit(s) Before Breakfast, 0 Unit(s) Before Lunch-this is a test, 0 Unit(s) Before Dinner, normal 141-200: 1 Unit(s) Before Breakfast, 1 Unit(s) Before Lunch-this is a test,1 Unit(s) Before Dinner, Monitor 201-300: 2 Unit(s) Before Breakfast, 2 Unit(s) Before Lunch-this is a test, 2 Unit(s) Before Dinner, monitor and call Dr."
  40. Click [Reconcile & Review].
  41. Validate an 'Interaction' dialog is displayed.
  42. Override all interactions and click [Save Override and Exit].
  43. Validate the 'Final Review' dialog is displayed and contains the following information in the 'Order Details' cell:
  44. "HumaLOG 100 UNITS/1 ML Solution See sliding scale instructions Inject one (1) unit injection as needed Days Supply: 28 Number of Refills: 0 Dispense Quantity: 2 Unspecified Substitution Allowed Written Date: date the order was created".
  45. "HumaLOG 100 UNITS/1 ML Solution See sliding scale instructions Days Supply: 28 Number of Refills: 0 Dispense Quantity: 1 Unspecified Substitution Allowed Written Date: date the order was created".
  46. Select "eRX" for both orders and click [Sign].
  47. Validate the 'Admission Reconciliation' tab is in view-only mode.
Topics
• NX • Order Entry Console
AV-80638 Summary | Details
Avatar NX - Form Designer
Scenario 1: Vitals Entry - add vitals
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • The 'Vitals Entry' form must have a field hidden in 'Form Designer' (Field A).
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select "Add" in the 'Add/Edit/Delete Vital Sign' field.
  3. Populate all required and desired vitals.
  4. Select the desired value in the 'Position' field.
  5. Click [Submit].
  6. Validate a 'Form Return' dialog stating: "Vitals Entry has completed. Do you wish to return to form?"
  7. Click [Yes].
  8. Validate "Field A" does not display.
  9. Close the form.
Topics
• NX • Vitals Entry
AV-81400 Summary | Details
OE NX - Interval Frequency Codes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Order Group Setup
  • Orders This Episode
  • Order Entry Console - My Favorites
Scenario 1: OE NX - Interval Order - Order Entry Console (Admission Med Reconciliation)
Specific Setup:
  • A Frequency Code must be created that is configured as an Interval Frequency code. (Frequency Code A)
  • A client must exist in an inpatient program (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
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Admission Med Reconciliation' tab
  3. Search for and select any pharmacy-type order code.
  4. Populate the required fields selecting an interval frequency code in the 'Frequency Code' field.
  5. Validate the 'Custom' button does not display.
  6. Populate the remaining required fields and file the order.
  7. Validate the 'Admission Med Reconciliation' tab displays in view-only mode.
Scenario 2: OE NX - Order Group - Interval Order
Specific Setup:
  • An Order Group must be created with a pharmacy-type order with an interval frequency. (Order Group 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
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Group A" and select the pharmacy-type order code with the interval frequency.
  3. Validate 'Custom' is not displayed next to the 'Frequency' field.
  4. Click [Add to Scratchpad].
  5. Select the order from the 'Scratchpad' and validate 'Custom' is not displayed next to the 'Frequency'.
  6. Populate the remaining required fields and click [Update Order].
  7. Sign the order and validate it displays in the 'Order grid'.
Scenario 3: OE NX - My Favorites - Interval Order
Specific Setup:
  • 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
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select a pharmacy-type order code.
  3. Set the 'Frequency' field to an interval frequency code.
  4. Validate 'Custom' is not displayed.
  5. Click the 'Add to Favorites' star button then [Refresh].
  6. Click 'My Favorites', select the order and click [Add to Scratchpad].
  7. Select the order in the 'Scratchpad' and validate that 'Custom' is not displayed next to 'Frequency'.
  8. Populate the remaining required fields and click [Add to Scratchpad].
  9. File the order and validate the order displays in the 'Order grid'.
Topics
• NX • Order Entry Console
AV-81479 Summary | Details
Avatar NX - Military Time
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Task Shift
Scenario 1: Verification of 'Enable Military Time' Registry Setting in Time Display Fields
Specific Setup:
  • The 'Enable Military Time' registry setting must be enabled.
  • NOTE: This is a Netsmart Staff only registry setting. Please contact your Netsmart representative to have this setting configured.
  • One or more time format data fields must be selected as Client Search display fields (via 'Client Lookup/Header Configuration Manager' form 'Display Fields' section)
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Access the 'Admission' form (or 'Pre Admit') form (or directly open Client Search from 'My Clients' Widget).
  2. In the 'Client Search' form, enter values for client search criteria.
  3. Click [Search].
  4. In search results - Ensure that time data fields included as 'Client Search' display fields are displayed with 24-hour military time (HHMM) format.
  5. Time format display field examples:
  6. 'Time Of Diagnosis (989)'
  7. 'Time Of Transfer (49)'
  8. Double-click "Client A".
  9. Select the desired episode and click [Edit].
  10. Click [Preadmit/Admission Time - Current Time].
  11. Validate the time displays in 24-hour military time (HHMM) format.
  12. Click [Hour - Up Arrow].
  13. Validate the time displays as expected, in 24-hour military time (HHMM) format.
  14. Click [Minute - Down Arrow].
  15. Validate the time displays as expected, in 24-hour military time (HHMM) format.
  16. Click [AM/PM - Up Arrow].
  17. Validate the time displays as expected, in 24-hour military time (HHMM) format.
  18. Continue clicking through the arrows and validate the time displays as expected.
  19. Close the form.
Scenario 2: Updating 'Time' fields using the 'Hour' Up/Down buttons with Military Time enabled
Specific Setup:
  • The 'Enable Military Time' registry setting must be enabled.
  • NOTE: This is a Netsmart Staff only registry setting. Please contact your Netsmart representative to have this setting configured.
Steps
  1. Access the 'Task Shift' form.
  2. Click "Add" from the 'Add/Edit Shift Definition' field.
  3. Set the 'New Shift Code' field to "ShiftEx" and press Tab.
  4. Validate the 'Shift 1 Start Time' field is enabled.
  5. Set the 'Shift 1 Start Time' field to "2300".
  6. Click the [H - Up Arrow] and validate the 'Shift 1 Start Time' field updates to "0000".
  7. Click the [H - Down Arrow] and validate the 'Shift 1 Start Time' field updates to "2300".
  8. Click the [M - Down Arrow] and validate the 'Shift 1 Start Time' field updates to "2359".
  9. Click the [M - Up Arrow] and validate the 'Shift 1 Start Time' field updates to "2300".
  10. Set the 'Shift 1 Start Time' field to "1200".
  11. Click the [H - Up Arrow] and validate the 'Shift 1 Start Time' field updates to "1300".
  12. Click the [H - Down Arrow] and validate the 'Shift 1 Start Time' field updates to "1200".
  13. Click the [AM/PM - Up Arrow] and validate the 'Shift 1 Start Time' field updates to "0000".
  14. Click the [AM/PM - Down Arrow] and validate the 'Shift 1 Start Time' field updates to "1200".
  15. Click [Current] and validate the 'Shift 1 Start Time' field updates to the current time.
  16. Close the form.
Scenario 3: Spreadsheet Charge Input - Validating the 'Enable Military Time' registry setting
Specific Setup:
  • A client (Client A) must be enrolled in an existing episode (Episode A).
  • The program of this episode (Program A) must have associated Service Codes (Code A).
  • A practitioner must be defined (Practitioner A).
  • The 'Enable Military Time' registry setting must be enabled.
  • NOTE: This is a Netsmart Staff only registry setting. Please contact your Netsmart representative to have this setting configured.
Steps
  1. Access the 'Spreadsheet Charge Input' form.
  2. Enter "T" in the 'Date of Service' field and press the 'Enter' key.
  3. Enter the desired value in the 'Service Start Time' field and press the 'Enter' key.
  4. Validate the time displays in 24-hour military time (HHMM) format.
  5. Enter the desired value in the 'Service End Time' field and press the 'Enter' key.
  6. Validate the time displays in 24-hour military time (HHMM) format.
  7. Enter "Client A" in the 'Client' field.
  8. Select "Episode A" in the 'Episode Number' field.
  9. Validate the 'Program' field contains "Program A".
  10. Enter "Code A" in the 'Service Code' field and press the 'Enter' key.
  11. Enter and select "Practitioner A" in the 'Practitioner' field.
  12. Enter the desired value in the 'Duration (Minutes)' field.
  13. Click [Save].
Topics
• Admission • NX • Registry Settings • Spreadsheet Charge Input • Task Shift
AV-82355 Summary | Details
Avatar NX - Scheduling Calendar
Scenario 1: Scheduling Calendar - Drag and drop appointments
Specific Setup:
  • A client must be enrolled in an existing episode and have an appointment scheduled (Client A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Validate the 'Appointment Grid' contains the appointment for "Client A".
  3. Select the appointment for "Client A" and drag and drop it to any other available time.
  4. Validate the appointment moves in five minute intervals.
  5. Validate the 'Appointment Grid' contains the appointment for "Client A" in the new time slot.
  6. Increase the zoom to "20".
  7. Select the appointment for "Client A" and drag and drop it to any other available time.
  8. Validate the appointment moves in five minute intervals.
  9. Validate the 'Appointment Grid' contains the appointment for "Client A" in the new time slot.
  10. Increase the zoom to "15".
  11. Select the appointment for "Client A" and drag and drop it to any other available time.
  12. Validate the appointment moves in five minute intervals.
  13. Validate the 'Appointment Grid' contains the appointment for "Client A" in the new time slot.
  14. Increase the zoom to "10".
  15. Select the appointment for "Client A" and drag and drop it to any other available time.
  16. Validate the appointment moves in five minute intervals.
  17. Validate the 'Appointment Grid' contains the appointment for "Client A" in the new time slot.
  18. Increase the zoom to "5".
  19. Select the appointment for "Client A" and drag and drop it to any other available time.
  20. Validate the appointment moves in five minute intervals.
  21. Validate the 'Appointment Grid' contains the appointment for "Client A" in the new time slot.
  22. Select the appointment for "Client A" and resize it, extending the duration of the appointment.
  23. Validate the 'Appointment Grid' contains the appointment for "Client A" with the new duration.
  24. Click [Dismiss].
Topics
• NX • Scheduling Calendar
AV-82457 Summary | Details
Avatar NX - Scheduling Calendar
Scenario 1: Scheduling Calendar - Validate user access
Specific Setup:
  • A client must be defined with at least one active episode (Client A).
  • The 'Utilize Local Workstation Time Zone' registry setting must be enabled.
  • There must be 3 users:
  • A user with read and write permissions for the 'Scheduling Calendar' (User A).
  • A user with read permissions for the 'Scheduling Calendar' (User B).
  • "User B" must have a time zone configured that is different than the local workstation.
  • A user with neither read/write permissions for the 'Scheduling Calendar' (User C).
Steps
  1. Login as "User A".
  2. Access the 'Scheduling Calendar'.
  3. Validate the timeline has a circle on the left-hand side.
  4. Mouse over the circle and validate the current time displays.
  5. Right click on an available time slot close to the current time.
  6. Click [Add Appointment].
  7. Validate the 'Scheduling Calendar - Appointment Details' form opens.
  8. Enter "Client A" in the 'Client' field.
  9. Populate the 'Service Code' field.
  10. Click [Submit].
  11. Validate the appointment for "Client A" displays and the timeline is behind it.
  12. Drag and drop the appointment to any desired time.
  13. Validate the appointment moves in five minute increments.
  14. Mouse over the appointment to validate the time change.
  15. Click to resize the appointment.
  16. Mouse over the appointment to validate the time change.
  17. Right click on the appointment for "Client A".
  18. Validate the menu displays.
  19. Right click on the appointment for "Client A" and drag the mouse outside of the appointment.
  20. Validate the appointment stays at its scheduled time.
  21. Click on an open time slot and drag the mouse down to the desired time.
  22. Right click on the 'New Event'.
  23. Validate the 'Scheduling Calendar - Appointment Details' form opens.
  24. Enter "Client A" in the 'Client' field.
  25. Validate a 'Warning - Same Day Existing Appointment(s)' dialog and click [OK].
  26. Populate the 'Service Code' field.
  27. Click [Submit].
  28. Validate the appointment for "Client A" displays.
  29. Click [Dismiss].
  30. Log out.
  31. Login as "User B".
  32. Access the 'Scheduling Calendar' form.
  33. Validate the timeline has a circle on the left-hand side.
  34. Mouse over the circle and validate the current time displays.
  35. Validate both appointments display for "Client A".
  36. Try to drag and drop or resize an appointment.
  37. Validate the user is unable to move or resize an appointment.
  38. Right click on an appointment and validate no menu displays.
  39. Click [Dismiss].
  40. Log out.
  41. Login as "User C".
  42. Validate the 'Scheduling Calendar' button is not present in the menu.
  43. Enter "Scheduling Calendar" in the 'What can I help you find' field.
  44. Validate the 'Scheduling Calendar' form does not display.
Topics
• NX • Scheduling Calendar
AV-82795 Summary | Details
Avatar NX - 'All Documents' Widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Primary All Documents Widget
  • Progress Notes (Group and Individual)
  • Registry Settings (PM)
  • Treatment Plan
Scenario 1: Validate the 'Filter NX Documentation View Sidebar Document List by Client' registry setting
Specific Setup:
  • A client must be enrolled in an existing episode with no documents filed (Client A).
  • A client must be enrolled in an existing episode and have numerous routed documents on file (Client B).
  • A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view).
  • Document routing must be enabled for the 'Progress Notes (Group and Individual)' and 'Treatment Plan' forms.
  • Each form must have a different document types associated within the 'Document Routing Setup' form.
  • There must be 2 users:
  • A user who is logged in and has access to all document types in 'User Definition' (User A).
  • A user who does not have access to the document types in 'User Definition' (User B).
  • The 'Filter NX Documentation View Sidebar Document List by Client' registry setting will be enabled. If you would like this disabled, please contact a Netsmart Representative.
  • Please note: this scenario is for Avatar NX systems.
Steps
  1. Select "Client A" and navigate to the 'All Documents' view.
  2. Validate no document types display under the 'Doc Widget:Progress Note Documents' field on the sidebar.
  3. Access the 'Progress Notes (Group and Individual)' form.
  4. Select any value in the 'Progress Note For' field.
  5. Select any value in the 'Note Type' field.
  6. Enter any value in the 'Notes' field.
  7. Populate any desired and required fields.
  8. Select "Final" in the 'Draft/Final' field.
  9. Click [Submit Note].
  10. Validate a ' Confirm Document' dialog is displayed with the progress note data.
  11. Click [Sign].
  12. Enter the password and click [Verify].
  13. Validate a 'Progress Notes' dialog stating: "Note Filed".
  14. Click [OK] and close the form.
  15. Navigate to the 'All Documents' view.
  16. Refresh the 'All Documents' widget.
  17. Validate a document type displays under the 'Doc Widget:Progress Note Documents' field on the sidebar.
  18. Access the 'Treatment Plan' form.
  19. Enter the current date in the 'Plan Date' field.
  20. Select any value in the 'Plan Type' field.
  21. Select "Draft" in the 'Treatment Plan Status' field.
  22. Click [Launch Plan].
  23. Click [Add New Problem].
  24. Populate all required fields.
  25. Click [Add New Goal].
  26. Populate all required fields.
  27. Click [Add New Objective].
  28. Populate all required fields.
  29. Click [Add New Intervention].
  30. Populate all required fields.
  31. Click [Return to Plan].
  32. Select "Final" in the 'Draft/Final' field.
  33. Click [Submit].
  34. Validate the treatment plan data displays as expected in the 'Confirm Document' dialog.
  35. Click [Sign].
  36. Enter the password and click [Verify].
  37. Navigate to the 'All Documents' view.
  38. Refresh the 'All Documents' widget.
  39. Validate an additional document type displays under the 'Doc Widget:Progress Note Documents' field on the sidebar.
  40. Select "Client B".
  41. Validate the sidebar updates.
  42. Log out.
  43. Log in as "User B".
  44. Select "Client A" and navigate to the 'All Documents' view.
  45. Validate no document types display under the 'Doc Widget:Progress Note Documents' field on the sidebar.
  46. Select "Client B".
  47. Validate no document types display under the 'Doc Widget:Progress Note Documents' field on the sidebar.
Topics
• All Documents Widget • NX • Progress Notes (Group And Individual) • Treatment Plan
AV-82979 Summary | Details
Avatar NX - Treatment Plan
Scenario 1: Treatment Plan - File a Treatment Plan with Document Routing
Specific Setup:
  • 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.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Enter "T" in the 'Plan Date' field.
  4. Validate the current date is displayed in the 'Plan Date' field.
  5. Click [Plan Date T].
  6. Validate the current date is displayed in the 'Plan Date' field.
  7. Select any value in the 'Plan Type' field.
  8. Select any value from 'Problem List'.
  9. Click [New Row - Plan Participants].
  10. Select any value from the 'Role' field in the 'Participation' section.
  11. Select 'Staff ID' and enter "Staff Member A".
  12. Validate that the selected staff member's name displays in the 'Participant Name' field.
  13. Select any value from the 'Plan Author' field.
  14. Select any value from the 'Notification' field.
  15. Add multiple staff members as needed.
  16. Enter any value in the 'Strengths' field.
  17. Enter any value in the 'Weakness' field.
  18. Enter any value in the 'Discharge Planning' field.
  19. Select "Draft" in the 'Draft/Final' field.
  20. Click [Launch Plan].
  21. Select the problem from the 'Tree View'.
  22. Select any value from the 'Status' field.
  23. Click [Add New Goal].
  24. Validate the 'Tree View' displays the new entry.
  25. Enter multiple lines of text in the 'Goal' field.
  26. Select any value from the 'Status' field.
  27. Click [Add New Objective].
  28. Validate the 'Tree View' displays the new entry.
  29. Enter multiple lines of text in the 'Objective' field.
  30. Select any value from the 'Status' field.
  31. Click [Add New Intervention].
  32. Validate the 'Tree View' displays the new entry.
  33. Select any value in the 'Status' field.
  34. Click [Return to Plan].
  35. Select "Final" in the 'Draft/Final' field.
  36. Click [Submit].
  37. Validate the treatment plan data displays as expected in the 'Document Routing' screen.
  38. Click [Sign and Route].
  39. Enter the password and click [Verify].
  40. Select the staff member associated with the logged in user in the 'Route Document To' field and click [Add]
  41. Click [Submit]
  42. Access the 'My To Do's' widget.
  43. Click [My To Do's].
  44. Validate the record for "Client A" and click [Review].
  45. Validate the treatment plan data displays as expected in the 'Document Preview'.
  46. Click [Accept] and [Sign].
  47. Enter the password and click [Verify].
  48. Validate the record is no longer present.
  49. Close the 'To Do's'.
Scenario 2: Treatment Plan Copy - dragging and dropping library items
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • User must have Treatment Plan library that contains problems, goals, objectives, and interventions.
  • A copy must exist of the 'Treatment Plan' form (Treatment Plan Copy).
Steps
  1. Select "Client A" and access the 'Treatment Plan Copy' form.
  2. Select the desired episode if present.
  3. Enter the desired date in the 'Plan Date' field.
  4. Select the desired value for the 'Plan Type' field.
  5. Populate any required and desired fields.
  6. Select "Draft" in the 'Treatment Plan Status' field.
  7. Click [Launch Plan].
  8. Select a problem from the library and drag it to the 'Treatment Plan' field.
  9. Validate the 'Tree View' displays the new entry.
  10. Populate all required fields.
  11. Select a goal from the library and drag it to the 'Treatment Plan' field.
  12. Validate the 'Tree View' displays the new entry.
  13. Populate all required fields.
  14. Select an objective from the library and drag it to the 'Treatment Plan' field.
  15. Validate the 'Tree View' displays the new entry.
  16. Populate all required fields.
  17. Select an intervention from the library and drag it to the 'Treatment Plan' field.
  18. Validate the 'Tree View' displays the new entry.
  19. Populate all required fields.
  20. Click [Return to Plan].
  21. Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK].
  22. Click [Submit].
  23. Select "Client A" and access the 'Treatment Plan Copy' form.
  24. Select the entry from the previous steps and click [Edit].
  25. Validate the data filed in the previous steps is present.
  26. Click [Launch Plan].
  27. Validate the plan displays as expected in the 'Tree View'.
  28. Select an intervention from the library and drag it to the 'Treatment Plan' field.
  29. Populate all required fields.
  30. Select the initial intervention and click [Delete Selected Item].
  31. Validate a 'Success' dialog stating: "Deleted 1 item successfully." and click [OK].
  32. Validate the 'Tree View' contains the newly added intervention.
  33. Click [Return to Plan].
  34. Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK].
  35. Click [Submit].
Topics
• NX • Treatment Plan
AV-82980 Summary | Details
Avatar NX - 'Task Frequency'
Internal Test Only
Topics
• NX
AV-83052 Summary | Details
Avatar NX - 'Append Progress Notes'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Append Progress Notes
  • Document Routing Setup (PM)
  • DOCUMENTS TO REVIEW
  • Dynamic Form - Document Routing Setup - Select Form
  • Progress Notes (Group and Individual)
  • TO DO'S
Scenario 1: Append Progress Notes - Append an existing progress note with document routing enabled
Specific Setup:
  • Client must be enrolled in an active episode (Client A).
  • "Client A" must have a progress note on file in a 'Final' status - Progress Note form must have been filed with document routing enabled. This progress note must have a lengthy value populated in the 'Notes' field.
Steps
  1. Select "Client A" and access the 'Append Progress Notes' form.
  2. Select the note type for the existing note for "Client A" in the 'Note Type field.
  3. Select the date the existing note for "Client A" was filed in the 'List of Notes' field.
  4. Validate the 'Original and Appended Notes' contains the notes filed in the existing note for "Client A".
  5. Validate the text is not overlapping or overflowing the 'Original and Appended Notes' field.
  6. Enter any value in the 'New Comments to Be Appended to the Original Note' field.
  7. Click [Submit].
  8. Validate a "Confirm Document" dialog is displayed.
  9. Click [Sign].
  10. Enter the password for the logged in user in the 'Enter Password' field.
  11. Click [Verify].
Topics
• Document Routing • NX • Progress Notes
AV-83072 Summary | Details
Avatar NX - 'Order Code Setup'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Code Setup
Scenario 1: Order Code Setup - External Lab Definition grid
Specific Setup:
  • At least one External Lab must be configured through the 'External Lab/Radiology Definition for CareConnect' form
Steps
  1. Access the 'Order Code Setup' form.
  2. Select "Edit" in the 'Add/Edit Order Code' field.
  3. Set the 'Existing Order Code' field to any Lab type order code.
  4. Click [External Lab Definition].
  5. Click [New Row].
  6. Enter any value from the 'Lab Vendor Name' field and press the 'Enter' key.
  7. Validate results display and select any value and click [Select].
  8. Enter any value in the 'Compendium Order Code' field and press the 'Tab' key.
  9. Validate an 'Error' dialog stating "No results found." and click [OK].
  10. Click [Save], [Yes], and [Submit].
  11. Validate a 'Form Return' dialog stating: "Order Code Setup has completed. Do you wish to return to form?"
  12. Click [No].
  13. Validate the form files successfully.
Topics
• NX • Order Code Setup
AV-83102 Summary | Details
Avatar NX - eMAR
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR
  • Registry Settings (PM)
Scenario 1: eMAR - Validate the 'Default Value for Console View Episodes' registry setting
Specific Setup:
  • The 'Enable Console Widgets/Views' registry setting must be enabled.
  • Have a client that is currently admitted in multiple episodes which include active and inactive (discharged) inpatient and outpatient episodes (Client A).
  • Have a client that is currently admitted in multiple episodes but all the episodes are inactive (discharged) (Client B).
  • The 'eMAR' widget must be configured to a view.
  • Please note: This scenario is for Avatar NX systems only.
Steps
  1. Access the 'Registry Settings' form.
  2. Select "Yes" in the 'Include Hidden Registry Settings' field.
  3. Enter "default value for console view episodes" in the 'Limit Registry Settings to the Following Search Criteria' field.
  4. Click [View Registry Settings].
  5. Enter "0" in the 'Registry Setting Value' field.
  6. Click [Submit] and click [Yes] to message "Submitting has completed. Do you wish to return to the form?"
  7. Select "Client A" and navigate to the 'eMAR' widget.
  8. Validate the highest numbered episode displays in the 'Episode' field.
  9. Select "Client B".
  10. Validate the highest numbered episode displays in the 'Episode' field.
  11. Access the 'Registry Settings' form.
  12. Enter "default value for console view episodes" in the 'Limit Registry Settings to the Following Search Criteria' field.
  13. Click [View Registry Settings].
  14. Enter "1" in the 'Registry Setting Value' field.
  15. Click [Submit] and click [Yes] to message "Submitting has completed. Do you wish to return to the form?"
  16. Select "Client A" and navigate to the 'eMAR' widget.
  17. Validate the most recent inpatient episode displays in the 'Episode' field. (Please note: "All" will display in myAvatar)
  18. Select "Client B".
  19. Validate "All" displays in the 'Episode' field.
  20. Access the 'Registry Settings' form.
  21. Enter "default value for console view episodes" in the 'Limit Registry Settings to the Following Search Criteria' field.
  22. Click [View Registry Settings].
  23. Enter "2" in the 'Registry Setting Value' field.
  24. Click [Submit] and click [Yes] to message "Submitting has completed. Do you wish to return to the form?"
  25. Select "Client A" and navigate to the 'eMAR' widget.
  26. Validate the latest active episode (by Episode number) displays in the 'Episode' field.
  27. Select "Client B".
  28. Validate the latest active episode (by Episode number) displays in the 'Episode' field.
  29. Access the 'Registry Settings' form.
  30. Enter "default value for console view episodes" in the 'Limit Registry Settings to the Following Search Criteria' field.
  31. Click [View Registry Settings].
  32. Enter "3" in the 'Registry Setting Value' field.
  33. Click [Submit] and click [Yes] to message "Submitting has completed. Do you wish to return to the form?"
  34. Select "Client A" and navigate to the 'eMAR' widget.
  35. Validate the latest/current active episode (by Admission Date) displays in the 'Episode' field.
  36. Select "Client B".
  37. Validate the latest/current active episode (by Admission Date) displays in the 'Episode' field.
  38. Access the 'Registry Settings' form.
  39. Enter "default value for console view episodes" in the 'Limit Registry Settings to the Following Search Criteria' field.
  40. Click [View Registry Settings].
  41. Enter "4" in the 'Registry Setting Value' field.
  42. Click [Submit] and click [Yes] to message "Submitting has completed. Do you wish to return to the form?"
  43. Select "Client A" and navigate to the 'eMAR' widget.
  44. Validate the most recent inpatient episode displays in the 'Episode' field.
  45. Select "Client B".
  46. Validate the most recent inpatient episode displays in the 'Episode' field.
  47. Access the 'Registry Settings' form.
  48. Enter "default value for console view episodes" in the 'Limit Registry Settings to the Following Search Criteria' field.
  49. Click [View Registry Settings].
  50. Enter "5" in the 'Registry Setting Value' field.
  51. Click [Submit] and click [No] to message "Submitting has completed. Do you wish to return to the form?"
  52. Select "Client A" and navigate to the 'eMAR' widget.
  53. Validate the most recent inpatient episode displays in the 'Episode' field.
  54. Select "Client B".
  55. Validate the most recent inpatient episode displays in the 'Episode' field.
Topics
• NX • Registry Settings
AV-83105 Summary | Details
Avatar NX - Scheduling Calendar
Scenario 1: Scheduling Calendar - Remove Check In
Specific Setup:
  • A client must be defined with at least one active episode (Client A).
Steps
  1. Access the 'Scheduling Calendar'.
  2. Validate the timeline has a circle on the left-hand side.
  3. Mouse over the circle and validate the current time displays.
  4. Right click on an available time slot close to the current time.
  5. Click [Add Appointment].
  6. Validate the 'Scheduling Calendar - Appointment Details' form opens.
  7. Enter "Client A" in the 'Client' field.
  8. Populate the 'Service Code' field.
  9. Click [Submit].
  10. Validate the appointment for "Client A" displays and the timeline is behind it.
  11. Right click on the appointment multiple times.
  12. Validate the menu displays with the expected number of items.
  13. Click [Check In].
  14. Validate the 'Scheduling Calendar - Check In' form opens.
  15. Click [Submit].
  16. Validate the appointment displays with a check mark.
  17. Right click on the appointment.
  18. Click [Remove Check In].
  19. Validate a 'Remove checked in status' dialog stating "Removing Check In for "Client A" Are you sure you want to continue?" and click [Yes].
  20. Validate the appointment no longer displays with a check mark.
  21. Click [Dismiss].
Scenario 2: Scheduling Calendar - Validate user access
Specific Setup:
  • A client must be defined with at least one active episode (Client A).
  • The 'Utilize Local Workstation Time Zone' registry setting must be enabled.
  • There must be 3 users:
  • A user with read and write permissions for the 'Scheduling Calendar' (User A).
  • A user with read permissions for the 'Scheduling Calendar' (User B).
  • "User B" must have a time zone configured that is different than the local workstation.
  • A user with neither read/write permissions for the 'Scheduling Calendar' (User C).
Steps
  1. Login as "User A".
  2. Access the 'Scheduling Calendar'.
  3. Validate the timeline has a circle on the left-hand side.
  4. Mouse over the circle and validate the current time displays.
  5. Right click on an available time slot close to the current time.
  6. Click [Add Appointment].
  7. Validate the 'Scheduling Calendar - Appointment Details' form opens.
  8. Enter "Client A" in the 'Client' field.
  9. Populate the 'Service Code' field.
  10. Click [Submit].
  11. Validate the appointment for "Client A" displays and the timeline is behind it.
  12. Drag and drop the appointment to any desired time.
  13. Validate the appointment moves in five minute increments.
  14. Mouse over the appointment to validate the time change.
  15. Click to resize the appointment.
  16. Mouse over the appointment to validate the time change.
  17. Right click on the appointment for "Client A".
  18. Validate the menu displays.
  19. Right click on the appointment for "Client A" and drag the mouse outside of the appointment.
  20. Validate the appointment stays at its scheduled time.
  21. Click on an open time slot and drag the mouse down to the desired time.
  22. Right click on the 'New Event'.
  23. Validate the 'Scheduling Calendar - Appointment Details' form opens.
  24. Enter "Client A" in the 'Client' field.
  25. Validate a 'Warning - Same Day Existing Appointment(s)' dialog and click [OK].
  26. Populate the 'Service Code' field.
  27. Click [Submit].
  28. Validate the appointment for "Client A" displays.
  29. Click [Dismiss].
  30. Log out.
  31. Login as "User B".
  32. Access the 'Scheduling Calendar' form.
  33. Validate the timeline has a circle on the left-hand side.
  34. Mouse over the circle and validate the current time displays.
  35. Validate both appointments display for "Client A".
  36. Try to drag and drop or resize an appointment.
  37. Validate the user is unable to move or resize an appointment.
  38. Right click on an appointment and validate no menu displays.
  39. Click [Dismiss].
  40. Log out.
  41. Login as "User C".
  42. Validate the 'Scheduling Calendar' button is not present in the menu.
  43. Enter "Scheduling Calendar" in the 'What can I help you find' field.
  44. Validate the 'Scheduling Calendar' form does not display.
Topics
• NX • Scheduling Calendar
AV-83137 Summary | Details
Avatar NX - Scheduling Calendar
Scenario 1: Scheduling Calendar - Remove Check In
Specific Setup:
  • A client must be defined with at least one active episode (Client A).
Steps
  1. Access the 'Scheduling Calendar'.
  2. Validate the timeline has a circle on the left-hand side.
  3. Mouse over the circle and validate the current time displays.
  4. Right click on an available time slot close to the current time.
  5. Click [Add Appointment].
  6. Validate the 'Scheduling Calendar - Appointment Details' form opens.
  7. Enter "Client A" in the 'Client' field.
  8. Populate the 'Service Code' field.
  9. Click [Submit].
  10. Validate the appointment for "Client A" displays and the timeline is behind it.
  11. Right click on the appointment multiple times.
  12. Validate the menu displays with the expected number of items.
  13. Click [Check In].
  14. Validate the 'Scheduling Calendar - Check In' form opens.
  15. Click [Submit].
  16. Validate the appointment displays with a check mark.
  17. Right click on the appointment.
  18. Click [Remove Check In].
  19. Validate a 'Remove checked in status' dialog stating "Removing Check In for "Client A" Are you sure you want to continue?" and click [Yes].
  20. Validate the appointment no longer displays with a check mark.
  21. Click [Dismiss].
Topics
• NX • Scheduling Calendar
AV-83479 Summary | Details
OE NX - Discharge Med Rec - Dispense Quantity
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Code Setup
  • Order Entry Console
Scenario 1: Discharge Med Reconciliation - Carry Forward End Date
Specific Setup:
  • The 'Default to Client Reported' checkbox must be checked in the 'Order Entry User Definition' form for the logged in user.
  • Please log out of the application and log back in after completing the above configuration
  • A frequency code must exist that has ‘Hours of Administration’ between “9:00 AM” and “9:00 PM” in the ‘Frequency Code Setup’ form. (TWICE A DAY)
  • An order code must exist with a default duration of "27" days. (PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL)
  • A client must have an active inpatient episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A” and access the Order Entry Console.
  2. Search for and select "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL" from the ‘New Order’ field.
  3. Set the ‘Dose’ field to “1”.
  4. Select "CAPSULE" in the ‘Dose Unit’ field.
  5. Select "TWICE A DAY" in the ‘Freq’ field.
  6. Validate the ‘Duration’ field contains "27".
  7. Set the ‘Duration’ field to "12".
  8. Click [Days] and [Add to Scratchpad].
  9. Search for and select "ALEVE 220 MG TABLET ORAL" from the ‘New Order’ field.
  10. Set the ‘Dose’ field to “1”.
  11. Select "TABLET" in the ‘Dose Unit’ field.
  12. Select "TWICE A DAY" in the ‘Freq’ field.
  13. Validate the ‘First Dose Date’ field contains the current date.
  14. Validate the 'First Dose Time' field contains "09:00 PM".
  15. Set the ‘Duration’ field to "30" and click [Doses].
  16. Validate the ‘Stop Date’ field contains a date that is 15 days in the future of the ‘Start Date’.
  17. Validate the ‘Stop Time’ field contains "09:00 AM".
  18. Click [Add to Scratchpad].
  19. Search for and select "PROZAC 10 MG CAPSULE ORAL" in the ‘New Order’ field.
  20. Set the ‘Dose’ field to “1”.
  21. Select "Capsule" in the ‘Dose Unit’ field.
  22. Select "TWICE A DAY" in the ‘Freq’ field.
  23. Validate the ‘First Dose Date’ field contains the current date.
  24. Validate the ‘First Dose Time' contains "09:00 PM".
  25. Set the ‘Duration’ field to “10” and click [Doses].
  26. Validate the ‘Stop Date’ field contains a date that is 5 days in the future of the ‘Start Date’.
  27. Validate the ‘Stop Time’ field contains "09:00 AM".
  28. Click [Add to Scratchpad] and [Sign].
  29. Validate the 'Interactions' dialog is displayed.
  30. Override all interactions and click [Save Override and Exit].
  31. Validate the 'Order grid' contains an order for “Aleve”, “Prozac” and "Prilosec".
  32. Click the ‘Home Medications’ tab.
  33. Validate the ‘Client Reported’ checkbox is checked.
  34. Search for and select "Xanax 0.5 MG Tablet Oral (Schedule IV)" in the ‘New Order’ field.
  35. Set the ‘Dose’ field to "1".
  36. Validate the ‘Dose Unit’ field contains "Tablet".
  37. Select "TWICE A DAY" in the ‘Frequency’ field.
  38. Validate the ‘Start Date’ field contains the current date.
  39. Click [Save].
  40. Validate the 'Order grid' contains a 'Client Reported' order for "Xanax".
  41. Click the ‘Discharge Med Reconciliation’ tab.
  42. Validate the 'Inpatient Medications' order grid contains orders for “Aleve”, “Prozac” and "Prilosec".
  43. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains an order for "Xanax".
  44. Select all orders in ‘Inpatient Medications’ order grid and click [Add to Scratchpad As RX].
  45. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains an order for "Aleve 220 MG Tablet Oral" with a 'Start Date' that is equal to the current date, a 'Stop Date' that is 15 days in the future of the 'Start Date', an order for "Prozac 10 MG Capsule Oral" with a 'Stop Date' that is 5 days in the future of the 'Start Date' and an order for "Prilosec".
  46. Select the "Aleve" order and the "Prozac" order.
  47. Validate the ‘Refills’ field contains "0" and is disabled.
  48. Validate the 'Days Supply' field is disabled and contains no value.
  49. Select the order for "Aleve" in the 'Home Medications Scratchpad (Post-Discharge)'.
  50. Set the 'Days Supply' field to "15" and press Tab.
  51. Validate the 'Dispense Qty' field contains "30"
  52. Validate the ‘Dispense Qty Unit’ field contains "Tablet".
  53. Click [Update Order].
  54. Validate the "Aleve 220 MG Tablet Oral" order contains a 'Stop Date' that is 15 days in the future of the 'Start Date' in the 'Home Medications Scratchpad (Post-Discharge)'.
  55. Select the "Prilosec" order ‘Home Medications Scratchpad (Post-Discharge)’.
  56. Set the 'Days Supply' field to "6" and press Tab.
  57. Validate the 'Dispense Qty' field contains "12"
  58. Click the [Update Order].
  59. Select the “Prozac” order in the ‘Home Medications Scratchpad (Post-Discharge)’ and click [Undo].
  60. Select the "Prozac" order in the 'Inpatient Medications' order grid and click [Do Not Add].
  61. Select the “Xanax” order in the ‘Home Medications Scratchpad (Post-Discharge)’ and click [Continue].
  62. Click [Review and Sign].
  63. Validate the ‘Interactions’ dialog is displayed.
  64. Override the interactions and click [Save Override and Exit].
  65. Validate the ‘Final Review’ dialog is displayed and click [Sign].
  66. Validate the ‘Discharge Med Reconciliation’ tab is in view-only mode.
Topics
• NX
AV-83570 Summary | Details
Avatar NX - Client Search fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Progress Notes (Group and Individual)
Scenario 1: Progress Notes (Group and Individual) - File an existing appointment note with document routing enabled
Specific Setup:
  • A client must be enrolled in an existing episode (Client A) and have an existing appointment (Appointment A).
  • Document Routing must be enabled on the 'Progress Notes (Group and Individual)' form.
  • User must have browser zoomed in to at least 150%.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Enter "s" in the 'Select Client' field.
  3. Validate many results are returned.
  4. Validate the ability to page through the results.
  5. Select "Client A" and the episode associated with appointment.
  6. Select "Existing Appointment" in the 'Progress Note For' field.
  7. Select "Appointment A" in the 'Note Addresses Which Existing Service/Appointment' field.
  8. Select a note type from the 'Note Type' field.
  9. Enter any value in the 'Notes' field.
  10. Select "Final" in the 'Draft/Final' field.
  11. Click [Submit Note].
  12. Validate the document is displayed as expected in the 'Confirm Document' dialog and click [Sign]
  13. Enter the password associated with the logged in user and click [Verify].
  14. Validate a 'Progress Notes' dialog stating: "Note Filed." and click [OK].
  15. Validate the 'Select Client' field is blank.
  16. Close the form.
  17. Access the 'Client Ledger' form.
  18. Enter "s" in the 'Client ID' field.
  19. Validate many results are returned.
  20. Validate the ability to page through the results.
  21. Select "Client A".
  22. Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
  23. Select "Simple" in the 'Ledger Type' field.
  24. Select "Yes" in the 'Include Zero Charges' field.
  25. Click [Process].
  26. Validate a report for "Client A" displays.
  27. Validate the service from the pre-conditions displays.
  28. Close the report and the form.
Topics
• NX • Progress Notes (Group And Individual)