Skip to main content

Avatar NX Update 2022.11.00 Acceptance Tests

  1. Last updated
  2. Save as PDF
AV-69113 Summary | Details
Avatar NX - Simple Reports
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Form and Table Documentation (PM)
Scenario 1: Form and Table Documentation - field validations - Include all
Steps
  1. Access the 'Form and Table Documentation' form.
  2. Select "Form" in the 'Type of Documentation' field.
  3. Select "Individual Form" in the 'Individual or All Forms' field.
  4. Select the desired form in the 'Form To Be Documented' field.
  5. Select the desired value in the 'Include Dictionary Values' field.
  6. Select the desired value in the 'Include User Defined Help Messages' field.
  7. Select the desired value in the 'Include Other Form(s) Data Element Cross Reference List' field.
  8. Click [Process].
  9. Validate the 'Form and Table Documentation' report is displayed and contains all fields for the selected form.
  10. Validate the ability to page through the report as expected by clicking [Next Page] and [Previous Page].
  11. Click the 'Search' field.
  12. Enter any value in the 'Search' field and click [Search].
  13. Validate the expected results display.
  14. Click [Search Whole Word] and [Search].
  15. Validate the expected results display. If no results are returned, validate a 'Results' dialog stating "No search results." and click [OK].
  16. Validate the 'Search' field is cleared.
  17. Click [Search Whole Word].
  18. Enter the desired value in the 'Search' field and click [Search].
  19. Validate the expected results display.
  20. Click the 'View' field.
  21. Select the desired value in the 'Select Zoom' field and validate the report displays in the corresponding value.
  22. Click [Close] and [Discard].
Topics
• Form and Table Documentation • NX
AV-77623 Summary | Details
Avatar NX - Form Dropdowns
Scenario 1: Financial Eligibility - Add/Edit/Delete financial eligibility record
Specific Setup:
  • Guarantor/Payors:
  • An existing guarantor is identified. Note the guarantor code/name.
  • Admission:
  • A new client is created or an existing client is identified who does not have 'Fast Financial Eligibility', 'Family Financial Eligibility', 'Financial Eligibility', or 'Cross Episode Financial Eligibility' records created (Client A).
Steps
  1. Select "Client A" and open the 'Financial Eligibility' form.
  2. Validate the 'Admission Date', 'Episode Number', 'Program', and 'Social Security Number' fields are populated, disabled, and readable.
  3. Select the 'Guarantor Selection' tab.
  4. Validate the 'Guarantor Information' grid is required.
  5. Validate the 'Guarantor #' field is required.
  6. Select any value from the 'Guarantor #' field.
  7. Validate the 'Guarantor Plan' field is required.
  8. Select any value from the 'Guarantor Plan' field.
  9. Validate the 'Customize Guarantor Plan' field is required.
  10. Select any value from the 'Customize Guarantor Plan' field.
  11. Validate the 'Eligibility Verified' field is required.
  12. Select any value from the 'Eligibility Verified' field.
  13. Validate the 'Coverage Effective Date' field is required.
  14. Set the 'Coverage Effective Date' field to any value.
  15. Validate the 'Client's Relationship To Subscriber' field is required.
  16. Select "Self" from the 'Client's Relationship To Subscriber' field.
  17. Validate the 'Subscriber's Name', the 'Subscriber's Address - Street Line 1', the 'Subscriber Address - Zip', the 'Subscriber Address - City', the 'Subscriber Address - State', the 'Subscriber's Social Security #', and the 'Subscriber Sex' fields are required and populate with "Client A".
  18. Tab down until the 'Subscriber Address - County' field is in focus.
  19. Press the 'space' key.
  20. Validate the search field is in focus.
  21. Enter any value and validate the expected search results display.
  22. Click the 'Subscriber Address - County' field so it is in focus again.
  23. Press any letter any validate the expected result displays.
  24. Validate the 'Subscriber Assignment Of Benefits' field is required.
  25. Select any value from 'Subscriber Assignment Of Benefits' field.
  26. Validate the 'Subscriber Release of Info' field is required.
  27. Select any value from the 'Subscriber Release of Info' field.
  28. Validate the 'Subscriber's Covered Days' field is required.
  29. Validate the 'Maximum Covered Dollars' field is required.
  30. Select the 'Financial Eligibility' tab.
  31. Select the Guarantor previously defined in the 'Guarantor #1' field.
  32. Click [Submit].
  33. Select "Client A" and open the 'Financial Eligibility' form.
  34. Edit the financial eligibility record that was entered.
  35. Validate the data entered is retrieved and displayed.
  36. Click [Add New Item].
  37. Validate that a new blank row is added.
  38. Click [Delete Selected Item].
  39. Validate the "Are you Sure?" dialogue.
  40. Click [Yes].
  41. Validate that the blank row is deleted successfully.
  42. Exit the form.
Topics
• Financial Eligibility • NX
AV-79516 Summary | Details
Avatar NX - Staff Forms with Pre-Displays
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Staff Assessment
Scenario 1: User Modeled Assessment - cancel from pre-display
Specific Setup:
  • A staff member must be defined (Practitioner A).
  • A user modeled assessment must exist for practitioners (Assessment A).
Steps
  1. Access "Assessment A".
  2. Select "Practitioner A".
  3. Validate the assessment displays as expected.
  4. Populate all desired and required fields.
  5. Click [Submit].
  6. Access "Assessment A".
  7. Select "Practitioner A".
  8. Validate a 'Select Record' pre-display with the entry from the previous steps.
  9. Click [Cancel].
  10. Validate the user is returned to the 'myDay' view.
  11. Access "Assessment A".
  12. Validate "Practitioner A" is not selected.
  13. Click [Cancel].
Topics
• Modeling • NX
AV-79752 Summary | Details
Avatar NX - Network Stability
Scenario 1: Console Widget Viewer - Progress Notes
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • A user must have a console widget configured for Progress Notes in the 'Console Widget Configuration' form.
  • A user must have a view configured containing the Console Widget and Console Widget Viewer (View A).
  • The 'Limit Console Widget Viewer To Text Only' registry setting must be enabled.
Steps
  1. Access 'Progress Notes (Group and Individual)' for "Client A".
  2. Select "Independent Note" in the 'Progress Note For' field.
  3. Select the desired value in the 'Note Type' field.
  4. Enter the desired value in the 'Notes Field' field.
  5. Select "Draft" in the 'Draft/Final' field.
  6. Submit the note.
  7. Select "Client A" and navigate to "View A".
  8. Validate the 'Progress Notes' console widget contains the draft note filed in the previous steps and select it.
  9. Click [View].
  10. Validate the 'Console Widget Viewer' displays the draft progress note details filed in the previous steps as text.
  11. Click [Open Record].
  12. Validate the draft note is opened.
  13. Select "Final" in the 'Draft/Final' field.
  14. Submit the note.
  15. Select "Client A" and navigate back to "View A".
  16. Validate the 'Progress Notes' console widget contains the finalized note filed in the previous steps and select it.
  17. Click [View].
  18. Validate the 'Console Widget Viewer' displays the finalized progress note details filed in the previous steps as text.
  19. Click [Open Record].
  20. Validate a message is displayed stating "This note is already set to 'Final'."
  21. Click [OK] and validate the finalized note is not displayed.
Scenario 2: Console Widget Viewer - Treatment Plan
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • A user must have a console widget configured for the Treatment Plan in the 'Console Widget Configuration' form.
  • A user must have a view configured containing the Console Widget and Console Widget Viewer (View A).
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the desired date in the 'Plan Date' field.
  3. Select the desired value in the 'Plan Type' field.
  4. Select "Draft" in the 'Treatment Plan Status' field.
  5. Click [Launch Plan].
  6. Add any problem.
  7. Click [Return To Plan] and [OK].
  8. Submit the form.
  9. Select "Client A" and navigate to "View A".
  10. Validate the 'Treatment Plan' console widget contains the draft treatment plan filed in the previous steps and select it.
  11. Click [View].
  12. Validate the 'Console Widget Viewer' displays the draft treatment plan details filed in the previous steps.
  13. Click [Open Record].
  14. Validate the draft treatment plan is opened.
  15. Select "Final" in the 'Treatment Plan Status' field.
  16. Submit the note.
  17. Select "Client A" and navigate back to "View A".
  18. Validate the 'Treatment Plan' console widget contains the finalized treatment plan filed in the previous steps and select it.
  19. Click [View].
  20. Validate the 'Console Widget Viewer' displays the finalized treatment plan details filed in the previous steps.
  21. Click [Open Record].
  22. Validate a message is displayed stating "This plan is marked as Final. Changes are not allowed. Do you want to continue?"
  23. Click [No].
Scenario 3: 'All Documents' Widget - Validate filtering when switching between clients
Specific Setup:
  • 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).
  • Two clients are admitted into two active episodes with documents on file in the 'All Documents' Widget.
  • The 'Default Value for Console View Episodes Registry Setting' must be set to "1".
Steps
  1. Select "Client A" and navigate to the 'All Documents' view.
  2. Validate the 'Episode Header' field contains "All Episodes".
  3. Select "Treatment Plan" from the side menu.
  4. Validate the 'All Documents' widget only displays treatment plan records.
  5. Select a 'Treatment Plan' record and validate the 'Console Widget Viewer' displays the selected plan.
  6. Validate the 'Launch Report' button exists.
  7. Click [Launch Report].
  8. Validate a report displays.
  9. Close the report.
  10. Select "Episode 2" in the 'Episode Header' field.
  11. Validate the 'Console Widget Viewer' still displays the selected 'Treatment Plan' but the filters are cleared in the 'All Documents' widget.
  12. Continue selecting various filters and validate the expected result displays.
  13. Select "Client B".
  14. Validate the filters clear in the 'All Documents' widget and no records display in the 'Console Widget Viewer'.
  15. Access the 'Registry Settings' form.
  16. Enter "Default Value for Console View Episodes" in the 'Limit Registry Settings to the Following Search Criteria' field.
  17. Select "Yes" in the 'Include Hidden Registry Settings' field.
  18. Click [View Registry Settings].
  19. Select the registry setting and click [OK].
  20. Enter "2" in the 'Registry Setting Value' field.
  21. Click [Submit], [OK], and [No].
  22. Select "Client A" and navigate to the 'All Documents' view.
  23. Validate the 'Episode Header' field contains "Episode 2".
  24. Click [Close All].
  25. Select 'Continuity of Care Document' from the side menu.
  26. Validate only Continuity of Care Documents display in the 'All Documents' widget.
  27. Select a record and validate it is displayed in the 'Console Widget Viewer'.
  28. Select "Episode 1" in the 'Episode Header' field.
  29. Validate the 'Console Widget Viewer' still displays the record but the filters are cleared in the 'All Documents' widget.
  30. Continue selecting various filters and validate the expected result displays.
  31. Select "Client B".
  32. Validate the filters clear in the 'All Documents' widget and no records display in the 'Console Widget Viewer'.
Topics
• All Documents Widget • Console Widget • NX • Progress Notes • Treatment Plan
AV-80578 Summary | Details
OE NX - Orders This Episode - Create Additional One-Time-Only Order(s)
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 - Create Additional One-Time-Only Order(s)
Specific Setup:
  • Avatar OE 2022 Update 79 and Avatar NX Release 2022.11.00 are required for full functionality.
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Create Additional One-Time-Only Order(s) for 'Give Now' Orders' registry setting must be set to the dictionary code for a One-Time-Only frequency.
  • Please log out of the application and log back in after completing the above configuration.
  • “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.
  3. Populate the required fields selecting, a routine frequency code.
  4. Click the 'Give Initial Dose Now' [Yes] button.
  5. Adjust the 'Second Dose' time and select "Ok to Administer" and click [Save].
  6. Populate any remaining required fields and click [Add to Scratchpad].
  7. Validate there are 3 orders in the 'Scratchpad': 2 One-Time-Only orders, and one for the routine frequency selected.
  8. Click [Sign] and validate the 3 orders are displayed in the 'Order grid'.
Topics
• NX • Order Entry Console
AV-81105 Summary | Details
Avatar NX - AR Console
Scenario 1: Avatar NX - AR Console widget
Specific Setup:
  • The following registry setting has a value of Y: Avatar PM->Billing->Accounts Receivable Management->->->Enable Accounts Receivable Management Functionality.
  • User Defaults has been used to give the tester access to: Avatar PM / Billing / AR Management / AR Console Configuration. Note the values.
  • User Defaults has been used to give the tester access to: Avatar PM / Billing / AR Management / AR Console User Defaults Setup. Note the value for the signed in tester and at least one other user.
  • The 'Accounts Receivable Console' widget is on the tester's homeview.
  • The 'AR Console Configuration' form has been submitted.
  • The 'AR Console User Defaults Setup' form has been submitted.
  • Unpaid claimed services exist.
  • The 'System Task Scheduler', 'AR Auto Batch Update' has been processed.
  • A client must have an existing episode (Client A).
Steps
  1. Access the Avatar NX - AR Console widget.
  2. Validate that the 'User Defaults' defaults to the signed in user.
  3. Validate that the values selected in the 'AR Console User Defaults Setup' form are defaulted in the widget.
  4. Click [Search].
  5. Validate the 'Claims with Outstanding Receivables' field lines up as expected.
  6. Note the 'TOTAL BALANCE / TOTAL CLAIMS' amounts.
  7. Click [Reset Default]. Note: It will be necessary to click [Reset Default] after each search.
  8. Enter the desired date in the 'Next Follow-Up Date From' field.
  9. Click [Search].
  10. Validate that the 'TOTAL BALANCE / TOTAL CLAIMS' amounts are different than the original results.
  11. Clear the 'Next Follow-Up Date From' field.
  12. Click [Search].
  13. Note the 'TOTAL BALANCE / TOTAL CLAIMS' amounts is back to what it was.
  14. Click [Reset Default].
  15. Validate no claims are displayed.
  16. Click the 'Advanced Filters' link.
  17. Select desired search options to narrow the search results.
  18. Click [Apply].
  19. Validate that the 'TOTAL BALANCE / TOTAL CLAIMS' amounts are different than the original results.
  20. Click [Clear Advanced Filters].
  21. Validate that the 'TOTAL BALANCE / TOTAL CLAIMS' amounts are the same as the original results.
  22. Click [Reset Default].
  23. Select 'No' in 'Claim Follow-Up Records Exist'.
  24. Click [Search].
  25. Select "Client A" in the 'Claims with Outstanding Receivables' grid. Note the client and claim numbers.
  26. Validate that services display in the 'Claim Service Information' grid.
  27. Right click on a service in the 'Claim Service Information' grid and select the 'Add/Edit Authorizations' option.
  28. Validate that the authorization form selected in the 'AR Console Configuration' form opens.
  29. If desired, add an authorization record.
  30. Close the authorization form.
  31. Validate that you are returned to the AR Console widget.
  32. Right click on a service in the 'Claim Service Information' grid and select the 'Service History'.
  33. Validate that the 'Service History' grid opens, and that the data displays correctly.
  34. Click [Close/Cancel].
  35. Validate that [Add Claim Follow-Up/Note] and [Post Transaction] buttons are available.
  36. Click [Add Claim Follow-Up/Note]
  37. Validate that the 'Claim Follow-Up Entry' section opens.
  38. Validate that the 'Client' is the client selected in the 'Claims with Outstanding Receivables' grid.
  39. Validate that the 'Claim Follow-Up' contains a claim for the client selected in the 'Claims with Outstanding Receivables' grid.
  40. Validate that the 'Follow-Up Notes' section contains a note with:
  41. 'Follow-Up Date' equal to the current date.
  42. 'Comments' equal to 'AR Console Follow-Up Created'.
  43. 'Entry Date' equal to current date.
  44. 'Entered By' equal to logged in tester.
  45. Click [New Row].
  46. Copy/paste any value into the 'Comments' field and validate it displays in the grid.
  47. Select the entry in the 'Follow Up Notes' field and press the "Delete" key.
  48. Validate and 'Confirm Delete' dialog stating: "Are you sure you want to delete these rows?"
  49. Click [Yes] and validate the row is deleted.
  50. Click [New Row].
  51. Add desired values and click [File Updates].
  52. Click [OK].
  53. Double click the row added and click [Copy Note].
  54. Select the claim to copy the note row to.
  55. Click [Save].
  56. Click [File Updates].
  57. Click [OK].
  58. Change the 'Claim Follow-Up' to the claim the note row was copied to.
  59. Validate that the 'Follow-Up Notes' section contains the copied row.
  60. If desired, add values to the 'Payer ICN', 'Claim Submission Reason Code' 'Delay Reason Code' and 'Insurance Based Denial Reasons'.
  61. Click [File Updates].
  62. Click [OK].
  63. Click 'AR List'.
  64. Validate that the 'AR List' section opens.
  65. Click 'Claim Follow-Up Entry'.
  66. Validate that the 'Claim Follow-Up Entry' section opens.
  67. Validate that the 'Client' is the same client.
  68. Validate that the 'Claim Follow-Up' is the same claim that was last accessed.
  69. Validate that the desired values added to the 'Payer ICN', 'Claim Submission Reason Code' 'Delay Reason Code' and 'Insurance Based Denial Reasons' exist.
  70. Validate that the 'Follow-Up Notes' section contains the two note rows.
  71. Click the 'Undock' widget icon,
  72. Validate a new session of the Accounts Receivable Console widget opens and the 'User Defaults' is the signed in user.
  73. Click [Search].
  74. Select a claim in the 'Claims with Outstanding Receivables' grid.
  75. Click [Post Transaction].
  76. Note the 'Claim #', 'Service Date / Service Code'.
  77. Enter a 'Posting Date'.
  78. Enter a 'Date of Receipt'.
  79. Note the 'Current Balance'.
  80. Select a 'Transaction Type'.
  81. Enter a partial amount of the 'Current Balance' in 'Amount'.
  82. Select a 'Posting Code'.
  83. If applicable, enter values in 'Transfer To' and 'Check Number'.
  84. Note the value of 'New Balance'.
  85. Click [New Row].
  86. Validate that the 'Current Balance' is equal to the 'New Balance'.
  87. Select a 'Transaction Type'.
  88. Enter an 'Amount'
  89. Select a 'Posting Code'.
  90. If applicable, enter values in 'Transfer To' and 'Check Number'.
  91. Note the value of 'New Balance'.
  92. Click [File].
  93. Click [OK].
  94. Click [Close].
  95. Click [X] to close the new session of the Accounts Receivable Console widget.
  96. Validate that you are returned to the original session of the Accounts Receivable Console widget.
Topics
• Accounts Receivable Management • NX
AV-81982 Summary | Details
Avatar NX - Scheduling Calendar
Scenario 1: Scheduling Calendar - 'Find Existing Appointment'
Specific Setup:
  • Multiple sites must be defined and have appointments on file for any staff member.
  • A practitioner must be defined with a very long name (Practitioner A).
Steps
  1. Access the 'Scheduling Calendar'.
  2. Validate "Practitioner A" is truncated in the 'Staff Members' field.
  3. Hover over "Practitioner A" and validate the entire name displays.
  4. Validate the previous and next month arrows display.
  5. Click [Find Existing Appointments].
  6. Select "All" in the 'Search Sites(s)' field.
  7. Enter any date in the 'Search Start Date' field.
  8. Click [Find New Appointment].
  9. Validate the sites in the 'Search Sites' field are displayed above the list of appointments with a vertical scroll bar.
  10. Select any appointment on the list.
  11. Click [OK].
  12. Verify the selected appointment displays on the calendar date grid.
  13. Click [Dismiss].
Topics
• NX • Scheduling Calendar
AV-82296 Summary | Details
Avatar NX - Disclosure Management
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Disclosure Management
Scenario 1: Disclosure Management - Form Validations
Specific Setup:
  • In the 'View Attachment Types field on the 'Disclosure Management Configuration' form, select various modeled and product form type attachments to include for requesting and authorizing document images for disclosure.
  • In the product and modeled forms selected in the previous step, have documents generated for a client in multiple episodes (Client A).
  • The 'Sort Episodes by Admission Date' registry setting must be enabled.
Steps
  1. Select "Client A" and access the 'Disclosure Management' form.
  2. Enter a date in the 'Request Date' field.
  3. Enter a date in the 'Request Information Start Date' field.
  4. Enter a date in the 'Request Information End Date' field.
  5. In the 'Requested Episode(s)' field, validate all episodes are listed and displayed in a readable format.
  6. Select the desired episodes to include.
  7. Select the desired items in the 'Requested Chart Items' field.
  8. Select the desired documents in the 'Requested Document Images' field.
  9. Enter an organization name in the 'Organization' field.
  10. Go to the 'Authorization' section.
  11. Select "Yes" in the 'Signed Authorization On File' field.
  12. Enter a date in the 'Authorization Start Date' field.
  13. Enter a date in the 'Authorization End Date' field.
  14. Validate all episodes are listed and displayed in a readable format in the 'Authorization Episode(s)' field.
  15. Select desired episodes to include in the 'Authorization Episode(s)' field.
  16. Click [Update Chart Items Authorized For Disclosure].
  17. Validate all items are set to "Yes" in the 'Authorized' field.
  18. Click [Save].
  19. Click [Refresh Chart Items].
  20. Click [Update Document Images Authorized for Disclosure].
  21. Validate all items are set "Yes" in the 'Authorized' field.
  22. Click the [Save].
  23. Click [Refresh Document Images].
  24. Go to the 'Disclosure' section.
  25. Enter a date in the 'Disclosure Date' field
  26. Enter a time in the 'Disclosure Time' field.
  27. Select "Electronic" in the 'Disclosure Method' field.
  28. Click [Process].
  29. Validate the items list in the 'Disclosure Management' panel are as expected.
  30. Select the item and click [View].
  31. Validate the documents displays as expected.
  32. Click [Disclose].
  33. Validate the disclosure displays as expected and 'Save' displays.
  34. Click [Save].
  35. Validate a 'Confirm' dialog stating: "Save PDF on your computer?" and click [OK].
  36. Validate the file downloads.
  37. Validate a 'Disclosure' dialog stating: "Once this Disclosure Management record is filed with a Disclosure Date entered it will no longer be available for edit. This record will be available to view and print items." and click [Cancel].
  38. Validate a dialog stating: "Filing cancelled." and click [OK].
  39. Click [Save].
  40. Validate a 'Confirm' dialog stating: "Save PDF on your computer?" and click [Cancel].
  41. Validate nothing downloads.
  42. Validate a 'Disclosure' dialog stating: "Once this Disclosure Management record is filed with a Disclosure Date entered it will no longer be available for edit. This record will be available to view and print items." and click [OK].
  43. Validate the form closes.
Topics
• Disclosure Management • NX
AV-82312 Summary | Details
Avatar NX - Crystal Report Templates, Document Routing and Disclosure Management
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Disclosure Management
Scenario 1: Disclosure Management - Form Validations
Specific Setup:
  • In the 'View Attachment Types field on the 'Disclosure Management Configuration' form, select various modeled and product form type attachments to include for requesting and authorizing document images for disclosure.
  • In the product and modeled forms selected in the previous step, have documents generated for a client in multiple episodes (Client A).
  • The 'Sort Episodes by Admission Date' registry setting must be enabled.
Steps
  1. Select "Client A" and access the 'Disclosure Management' form.
  2. Enter a date in the 'Request Date' field.
  3. Enter a date in the 'Request Information Start Date' field.
  4. Enter a date in the 'Request Information End Date' field.
  5. In the 'Requested Episode(s)' field, validate all episodes are listed and displayed in a readable format.
  6. Select the desired episodes to include.
  7. Select the desired items in the 'Requested Chart Items' field.
  8. Select the desired documents in the 'Requested Document Images' field.
  9. Enter an organization name in the 'Organization' field.
  10. Go to the 'Authorization' section.
  11. Select "Yes" in the 'Signed Authorization On File' field.
  12. Enter a date in the 'Authorization Start Date' field.
  13. Enter a date in the 'Authorization End Date' field.
  14. Validate all episodes are listed and displayed in a readable format in the 'Authorization Episode(s)' field.
  15. Select desired episodes to include in the 'Authorization Episode(s)' field.
  16. Click [Update Chart Items Authorized For Disclosure].
  17. Validate all items are set to "Yes" in the 'Authorized' field.
  18. Click [Save].
  19. Click [Refresh Chart Items].
  20. Click [Update Document Images Authorized for Disclosure].
  21. Validate all items are set "Yes" in the 'Authorized' field.
  22. Click the [Save].
  23. Click [Refresh Document Images].
  24. Go to the 'Disclosure' section.
  25. Enter a date in the 'Disclosure Date' field
  26. Enter a time in the 'Disclosure Time' field.
  27. Select "Electronic" in the 'Disclosure Method' field.
  28. Click [Process].
  29. Validate the items list in the 'Disclosure Management' panel are as expected.
  30. Select the item and click [View].
  31. Validate the documents displays as expected.
  32. Click [Disclose].
  33. Validate the disclosure displays as expected and 'Save' displays.
  34. Click [Save].
  35. Validate a 'Confirm' dialog stating: "Save PDF on your computer?" and click [OK].
  36. Validate the file downloads.
  37. Validate a 'Disclosure' dialog stating: "Once this Disclosure Management record is filed with a Disclosure Date entered it will no longer be available for edit. This record will be available to view and print items." and click [Cancel].
  38. Validate a dialog stating: "Filing cancelled." and click [OK].
  39. Click [Save].
  40. Validate a 'Confirm' dialog stating: "Save PDF on your computer?" and click [Cancel].
  41. Validate nothing downloads.
  42. Validate a 'Disclosure' dialog stating: "Once this Disclosure Management record is filed with a Disclosure Date entered it will no longer be available for edit. This record will be available to view and print items." and click [OK].
  43. Validate the form closes.
Scenario 2: Validate 'Disclosure Management' records display in the 'All Documents' Widget
Specific Setup:
  • This Acceptance Testing Scenario applies to Avatar NX systems only.
  • Registry Setting 'RADplus->General->-Enable Documentation Views' must be enabled.
  • A Documentation View must exist and assigned to a users view (All Documents view).
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and navigate to the 'All Documents' view.
  2. Select the 'All Forms' tab.
  3. Click [New Record].
  4. Select "Disclosure Management" from the 'New Record' field.
  5. Fill out any required and desired fields.
  6. Click [Submit] and [No].
  7. Validate the user is returned to the 'All Documents' view.
  8. Refresh the 'All Documents' widget.
  9. Select the 'All Forms' tab.
  10. Validate the 'Disclosure Management' record displays.
Scenario 3: 'Mental Health Progress Note' - Add/Edit note
Specific Setup:
  • A client must be enrolled in an existing episode and have a treatment plan on file (Client A).
  • Document routing must be enabled for the 'Mental Health Progress Note' form and have an associated Crystal Report Template.
Steps
  1. Select "Client A" and access the 'Mental Health Progress Note' form.
  2. Select any value in the 'Progress Note For' field.
  3. Select any value in the 'Note Type' field.
  4. Select any value in the 'Evidence-Based Practices' field.
  5. Populate all required and desired fields.
  6. Select "Draft" in the 'Draft/Final' field.
  7. Click [File Note].
  8. Validate a 'Progress Notes' dialog stating "Note Filed." and click [OK].
  9. Close the form.
  10. Select "Client A" and access the 'Mental Health Progress Note' form.
  11. Select the entry from the previous steps in the 'Select Draft Note To Edit' field.
  12. Select "Treatment Plan" in the 'Select Treatment Plan Version' field.
  13. Click [Select Goal this Note Addresses].
  14. Select the desired goal and click [Return].
  15. Edit any desired fields.
  16. Select "Final" in the 'Draft/Final' field.
  17. Click [File Note].
  18. Validate a 'Confirm Document' dialog displays the Crystal Report Template as expected and click [Sign].
  19. Enter the password associated with the logged in user and click [Verify].
  20. Validate a 'Progress Notes' dialog stating "Note Filed." and click [OK].
  21. Close the form.
Topics
• All Documents Widget • Crystal Report Template • Disclosure Management • Document Routing • NX • Progress Notes
AV-82398 Summary | Details
OE NX - Order Entry Console - First Dose
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Frequency Code Setup
  • Orders This Episode
Scenario 1: OE NX - Scheduled One Time Only frequency Code - 'First Dose' adjustment allowed when 'Give Initial Dose Now' "60"
Specific Setup:
  • Avatar OE 2022 Update 82 and Avatar NX Release 2022.11.00 is required in order to utilize full functionality.
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->'First Dose' adjustment allowed when 'Give Initial Dose Now'' registry setting must be set to "60".
  • A frequency code (Frequency Code A) must be configured as a "One-Time-Only" frequency with a scheduled administration at 0800 (08:00 AM).
  • Please log out of the application and log back in after completing the above configuration.
  • 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 any pharmacy-type order code.
  3. Populate the required fields selecting "Frequency Code A" from the 'Frequency' field.
  4. Validate the 'First Dose Date' and 'First Dose Time' fields are populated with the next available administration.
  5. Click 'Give Initial Dose Now' [Yes] and validate the 'First Dose' fields are updated to the current date/time.
  6. Change the 'First Dose Time' to any time greater than 60 minutes past the current time.
  7. Validate the [Yes] button becomes deselected.
  8. Populate any remaining required fields and click [Add to Scratchpad] and [Sign].
  9. Validate the order displays in the 'Order grid'.
Scenario 2: OE NX - Unscheduled One Time Only Frequency Code - Default to Give Initial Dose Now
Specific Setup:
  • Avatar OE 2022 Update 82 and Avatar NX 2022.11.00 is required in order to utilize full functionality.
  • A frequency code (Frequency Code A) must be configured to be an un-scheduled one-time-only frequency code in the 'Frequency Code Setup' form.
  • "Frequency Code A" must be configured to default to 'Give Initial Dose Now' in the 'Frequency Code Setup' form.
  • 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 any pharmacy-type order code.
  3. Populate the required fields selecting "Frequency Code A" from the 'Frequency' field.
  4. Validate 'Give Initial Dose Now' [Yes] is selected and the 'First Dose Date' and 'First Dose Time' fields are populated with the current date/time.
  5. Click [Add to Scratchpad] and [Sign].
  6. Validate the order created displays in the 'Order grid'.
Topics
• NX • Order Entry Console
AV-83224 Summary | Details
Avatar NX - Document Routing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Individual Progress Note
  • Clinical Document Viewer
Scenario 1: Progress Notes (Document Routing) requiring co-signer - 'Create Document Only' - No with 'Skip Display of Document Image' - Yes
Specific Setup:
  • Have a client enrolled in an active episode (Client A).
  • Have a progress note form with document routing enabled (Form A)
  • "Form A" must have the following configured in the 'Document Routing Setup' form:
  • 'Create Document Only' set to "No"
  • 'Skip Display Of Image' set to "Yes"
  • Have a 'Note Type' requiring a co-signature defined in the system (Note Type A).
  • There must be two users:
  • A user that is logged in with access to "Form A" (User A).
  • A user with an associated practitioner and has the 'My To Do's widget on their myDay view (User B).
Steps
  1. Select "Client A" and access "Form A".
  2. Populate all desired fields.
  3. Select "Note Type A" in the 'Note Type' field.
  4. Select "Final" in the 'Draft/Final' field.
  5. Click [Submit].
  6. At the 'Route To Document' screen
  7. Validate the [Submit] button is not enabled, as expected since "Note Type A" requires a co-signer.
  8. In the 'Add Approver' field, select "User B".
  9. Validate the [Submit] button is now enabled.
  10. Click [Cancel]
  11. Validate user is returned to "Form A" and form is set to "Final".
  12. Click [Submit].
  13. At the 'Route To Document' screen
  14. Validate the [Submit] button is not enabled, as expected since "Note Type A" requires a co-signer.
  15. In the 'Add Approver' field, select "User B".
  16. Validate the [Submit] button is now enabled.
  17. Click [Submit].
  18. Validate the form submits successfully.
  19. Log out.
  20. Log in as "User B".
  21. Navigate to the 'My To Do's' widget.
  22. Locate the To Do routed in step 1 for "Form A".
  23. Click [Review].
  24. Validate the document displays as expected.
  25. Click [Accept] and [Sign].
  26. Enter the user's password and click [Verify].
  27. Validate the To Do is removed from the 'My To Do's' widget.
Scenario 2: Progress Notes (Document Routing) requiring co-signer - 'Create Document Only' - No with 'Skip Display of Document Image' - No
Specific Setup:
  • Have a client enrolled in an active episode (Client A).
  • Have a progress note form with document routing enabled (Form A)
  • "Form A" must have the following configured in the 'Document Routing Setup' form:
  • 'Create Document Only' set to "No"
  • 'Skip Display Of Image' set to "No"
  • Have a 'Note Type' requiring a co-signature defined in the system (Note Type A).
  • There must be two users:
  • A user that is logged in with access to "Form A" (User A).
  • A user with an associated practitioner and has the 'My To Do's widget on their myDay view (User B).
Steps
  1. Select "Client A" and access "Form A".
  2. Populate all desired fields.
  3. Select "Note Type A" in the 'Note Type' field.
  4. Select "Final" in the 'Draft/Final' field.
  5. Click [Submit].
  6. Validate the document displays as expected in the 'Confirm Document' dialog.
  7. Click [Sign/Route].
  8. Enter the password and click [Verify].
  9. At the "Route To Document" screen
  10. Validate the [Submit] button is not enabled, as expected since "Form A" requires a co-signer.
  11. In the 'Add Approver' field, select "User B".
  12. Validate the [Submit] button is now enabled.
  13. Click [Cancel].
  14. Validate user is returned to 'Confirm Document' dialog.
  15. Click [Sign/Route].
  16. Enter the password and click [Verify].
  17. At the "Route To Document" screen.
  18. Validate the [Submit] button is not enabled again as expected, since "Form A" requires a co-signer.
  19. In the 'Add Approver' field, select "User B".
  20. Validate the [Submit] button is now enabled.
  21. Click [Submit].
  22. Validate the form submits successfully.
  23. Log out.
  24. Log in as "User B".
  25. Navigate to the 'My To Do's' widget.
  26. Locate the To Do routed in step 1 for "Form A".
  27. Click [Review].
  28. Validate the document displays as expected.
  29. Click [Accept] and [Sign].
  30. Enter the user's password and click [Verify].
  31. Validate the To Do is removed from the 'My To Do's' widget.
Scenario 3: Document Routing - 'Create Document Only' - Yes with 'Skip Display of Document Image' - Yes
Specific Setup:
  • Have a client enrolled in an active episode (Client A).
  • Have a form with document routing enabled (Form A).
  • "Form A" must have the following configured in the 'Document Routing Setup' form:
  • 'Create Document Only' set to "Yes"
  • 'Skip Display Of Image' set to "Yes"
Steps
  1. Select "Client A" and access "Form A".
  2. Populate all desired fields.
  3. Select "Final" in the 'Draft/Final' field.
  4. Click [Submit].
  5. Validate no document image or route to document screen(s) are displayed.
  6. Validate a quick 'Confirm Document', 'Saving Image Data' screen displays and the form files successfully.
  7. Navigate to the 'Clinical Document Viewer' form.
  8. Select "Client" in the 'Select Type' field.
  9. Select "Individual" in the 'Select All or Individual Client' field.
  10. Select "Client A" in the 'Select Client' field.
  11. Click [Process].
  12. Validate there is a document present for the submission of "Form A" in step 1.
  13. Double-click the row to view the document.
  14. Validate the data is displayed as expected.
  15. Close the form.


Scenario 4: Document Routing - 'Create Document Only' - Yes with 'Skip Display of Document Image' - No
Specific Setup:
  • Have a client enrolled in an active episode (Client A).
  • Have a form with document routing enabled (Form A).
  • "Form A" must have the following configured in the 'Document Routing Setup' form:
  • 'Create Document Only' set to "Yes"
  • 'Skip Display Of Image' set to "No"
Steps
  1. Select "Client A" and access "Form A".
  2. Populate all desired fields.
  3. Select "Final" in the 'Draft/Final' field.
  4. Click [Submit].
  5. At the "Confirm Document" screen, validate the document displays as expected.
  6. Click [Sign].
  7. Enter the password and click [Verify].
  8. Validate the user is not presented with the 'Route To Document' screen, as expected.
  9. Validate the form submits successfully.
  10. Navigate to the 'Clinical Document Viewer' form.
  11. Select "Client" in the 'Select Type' field.
  12. Select "Individual" in the 'Select All or Individual Client' field.
  13. Select "Client A" in the 'Select Client' field.
  14. Click [Process].
  15. Validate there is a document present for the submission of "Form A" in step 1.
  16. Double-click the row to view the document.
  17. Validate the data is displayed as expected.
  18. Close the form.
Topics
• Document Routing • NX • Progress Notes • ToDo's
AV-83241 Summary | Details
Treatment Plan - 'Assigned Services' grid
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
  • Treatment Plan
Scenario 1: Treatment Plan (Interventions) - "Assigned Services" grid functionality
Specific Setup:
  • Client must be admitted to an active episode. (Client A).
  • Registry setting 'Avatar CWS->Treatment Plan->->->->Enable Service Entry Restriction by Client Treatment Plan' must be enabled.
  • Please note: Avatar CWS 2022 Update 55 introduces the "Service Mode", "Place of Service", "Amount", and "Agency and Staff Responsible" field in the 'Assigned Services' grid. Avatar NX 2022.09.00 build provides support.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Set the 'Plan Date' field to the current date.
  4. Select any value in the 'Plan Type' field.
  5. Select any value from 'Problem List'.
  6. Enter any value in the 'Strengths' field.
  7. Enter any value in the 'Weakness' field.
  8. Enter any value in the 'Discharge Planning' field.
  9. Select "Draft" in the 'Draft/Final' field.
  10. Click [Launch Plan].
  11. Select the problem from the 'Tree View'.
  12. Select any value from the 'Status' field.
  13. Click [Add New Goal].
  14. Enter any value in the 'Goal' field.
  15. Select any value from the 'Status' field.
  16. Click [Add New Objective].
  17. Enter any value in the 'Objective' field.
  18. Select any value from the 'Status' field.
  19. Click [Add New Intervention].
  20. Enter any value in the 'Intervention' text field.
  21. Select any value from the 'Status' field.
  22. Click [Add Service] in the 'Assigned Services' field.
  23. Populate the 'Service Program' field.
  24. Enter a search value in the 'Service Code' field to bring up the listing of service code values.
  25. Select any service code.
  26. Validate the service code field is populated as expected in the 'Service Code' field.
  27. Select any value in the 'Frequency' field.
  28. Select any value in the 'Duration' field.
  29. Select any value in the 'Service Mode' field.
  30. Select any value in the 'Place of Service' field.
  31. Enter any value in the 'Amount' field.
  32. Enter and value in the 'Agency and Staff Responsible' field.
  33. Click [Add Service] in the 'Assigned Services' field.
  34. Populate all desired fields.
  35. Click [Return To Plan].
  36. Click [Submit].
  37. Validate the plan submits successfully.
  38. Select "Client A" and access the 'Treatment Plan' form.
  39. Click to edit the row just submitted.
  40. Click [Launch Plan].
  41. Click the 'Interventions' item on the plan tree.
  42. Click [Add New Intervention].
  43. Enter any value in the 'Intervention' text field.
  44. Select any value from the 'Status' field.
  45. In the 'Assigned Services' grid, click [Copy Service].
  46. In the 'Add Services From Other Intervention's' dialog, choose the service added in the intervention previous submitted.
  47. Click [Copy].
  48. Validate the 'Assigned Services' grid columns are populated with the service information, as expected.
  49. Click [Copy Service].
  50. Validate the service previously copied is disabled and select the remaining service.
  51. Validate the services display as expected and neither are duplicated.
  52. Select the 'Assigned Services' row just added.
  53. Click the [Delete Service] button.
  54. Validate the service row is removed from the 'Assigned Services' grid, as expected.
  55. Click [Return to Plan].
  56. Click [Submit].
  57. Validate the plan submits successfully.
Topics
• NX • Treatment Plan
AV-83331 Summary | Details
Avatar NX - User Defined Templates
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Ambulatory Progress Notes
Scenario 1: Validate "User Defined Templates" in NX
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • The 'Enable Templates on Demand for SQL Widget' registry setting must be enabled.
Steps
  1. Select "Client A" and access the 'Ambulatory Progress Notes' form.
  2. Scroll to the 'Notes' field and click [Templates].
  3. Click [User Defined Templates] and [Manage Templates].
  4. Validate a 'Create Template' dialog displays.
  5. Enter any value in the 'Template Name' field.
  6. Enter any value in the 'Template' field.
  7. Drag the desired items from the 'Available Fields' to the 'Template' field.
  8. Enter "<Line Feed>" to add line returns in the 'Template' field.
  9. Click [Add].
  10. Validate the new template is added in the 'Organize Templates' field.
  11. Select template and click [Preview].
  12. Validate the template displays as expected in a 'Preview (Read-Only)' dialog.
  13. Click [Cancel] and [Save].
  14. Click [Templates], [User Defined Templates] and select the newly added template.
  15. Validate the template displays as expected in the 'Notes' field.
  16. Populate all required and desired fields.
  17. Click [Submit].
Topics
• NX • Progress Notes
AV-83366 Summary | Details
OE NX - Order Group Dialog
Scenario 1: Orders This Episode - Order Group - Create an order with a 'Frequency Code' of "PRN" with a 'Default Duration (Doses)'.
Specific Setup:
  • A "PRN" frequency code must exist with no hours of administration. (Frequency Code A)
  • Two pharmacy-type order codes must exist. One that has the 'Default Duration (Doses)' set to "10" and "Yes" selected in the 'Allow Open-Ended Orders' field (Order Code A) and one that has a 'Default Duration (Doses)' of "15" and "Yes" selected in the 'Allow Open-Ended Orders' field. (Order Code B).
  • An order group must exist that contains "Order Code A" and "Order Code B". (Order Group A)
  • Ensure the 'Additional Instructions' field contains at least three values. (Addl Instructions A) (Addl Instructions B) (Addl Instructions C)
  • A client must have an active inpatient episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Group A" in the 'New Order' field.
  3. Validate the 'Order Group' dialog is displayed.
  4. Validate the 'Order Group Start Date' field contains the current date.
  5. Validate the 'Order Group Start Time' field contains the current time.
  6. Validate "Order Code A" and "Order Code B" are displayed.
  7. Hover over the 1st 'Order Description' and validate a tooltip showing its full description appears.
  8. Hover over the 2nd 'Order Description' and validate a tooltip showing its full description appears.
  9. Click [Select All].
  10. Validate that both orders become checked and their order details are expanded.
  11. Click [Collapse Selected] and validate the order details for both orders are collapsed.,
  12. Click [Expand Selected] and validate the order details for both orders are expanded.
  13. Set the 1st 'Dose' field to "1".
  14. Select "Capsule" in the 1st 'Dose Unit' field.
  15. Select "Frequency Code A" in the 1st 'Freq' field.
  16. Set the 2nd 'Dose' field to "1".
  17. Select "Tablet" in the 2nd 'Dose Unit' field.
  18. Select "Frequency Code A" in the 2nd 'Freq' field.
  19. Select the 'Addl Instructions:' field and using the down arrow key highlight "Addl Instruction C" and press "Enter".
  20. Validate in the 'Addl Instructions' field only one instance of "Addl Instructions C" is shown.
  21. Click [Add to Scratchpad].
  22. Validate that both orders are in the 'Scratchpad'.
  23. Select the "Order Code A" order.
  24. Validate the 'Dose' field contains "1".
  25. Validate the 'Dose Unit' field contains "Capsule".
  26. Validate the 'Freq' field contains "AS NEEDED".
  27. Validate the 'Duration' field does not contain a value.
  28. Validate that [Doses] is disabled.
  29. Validate the 'Stop Date' and 'Stop Time' fields do not contain values.
  30. Click [Cancel Update].
  31. Select the "Order Code B" order.
  32. Validate the 'Dose' field contains "1".
  33. Validate the 'Dose Unit' field contains "Tablet".
  34. Validate the 'Freq' field contains "AS NEEDED".
  35. Validate the 'Duration' field does not contain a value.
  36. Validate that [Doses] is disabled.
  37. Validate the 'Stop Date' and 'Stop Time' fields do not contain values.
  38. Click [Cancel Update] and [Sign].
  39. Validate the 'Interactions' dialog is displayed.
  40. Override all interactions and click [Save Override and Exit].
  41. Validate the 'Order grid' contains an order for "Order Code B" and an order for "Order Code A".
Topics
• NX • Order Entry Console
AV-83563 Summary | Details
OE NX - Home Medications - OrderConnect Links
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
Scenario 1: OE NX - Home Medications - Prescriber's Queue and External RxHx links
Specific Setup:
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A) make note of the 'Agency ID' in the 'OrderConnect Facility/Agency Definition' form for "Client A's" program.
Steps
  • Select "Client A" and access the Order Entry Console.
  • Click the 'Home Medications' tab.
  • Click the 'External RxHx' and 'Prescriber's Queue' links and validate the 'Facility Name' for the agency associated to "Client A's" program displays.
Topics
• NX • Order Entry Console
AV-83573 Summary | Details
Task List - Client Alerts Legend
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CarePOV Management
  • Order Entry Console
Scenario 1: Task List - Overflow of Alerts
Specific Setup:
  • A pharmacy-type order code must exist. (Order Code A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the 'Client Alerts' tab.
  3. Select "Add" from the 'Add or Edit Alert' field.
  4. Set the 'Client Alert Description' field to "Alert01".
  5. Select "Order Code" from the 'Alert Type' field.
  6. Select any icon from the 'Select Icon' field.
  7. Select "Yes" from the 'Include In Client Header' field.
  8. Search for and select "Order Code A" from the 'Select Order Code' field and click [Save].
  9. Validate a message is displayed that states: "Confirm Saved." and click [OK].
  10. Set up twelve additional alerts with the same configuration.
  11. Click [Discard].
  12. Validate a message is displayed that states: "Are you sure you want to Close without saving?" and click [Yes].
  13. Select "Client A" and access the Order Entry Console.
  14. Search for and select "Order Code A" from the 'New Order' field.
  15. Fill out any required fields.
  16. Click [Add to Scratchpad] and [Sign].
  17. Validate the 'Order grid' contains an order for "Order Code A".
  18. Access the 'Task List' widget.
  19. Click [Legend] and validate that all icons are shown. If not all icons fit on the length of the screen validate a vertical scroll bar is present and all icons can be viewed.
  20. Search for and select "Client A" from the 'Search Patients' field.
  21. Validate that twelve Alerts are displayed in the 'Client Card'.
  22. Validate that there is text stating: 'See More' at the end of the Alerts.
  23. Click the 'See More' text.
  24. Validate a flyover is displayed with all of the Alerts for the client.
Topics
• NX • Task List
AV-83654 Summary | Details
Avatar NX - 'Coming In Today' widget
Scenario 1: 'Coming In Today' widget - Validate the 'Staff Calendars' tab
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • The logged in user must have an associated practitioner (Practitioner A).
  • "Practitioner A" must have hours defined for more than one site (Site A and Site B).
  • User must have the 'Coming In Today' and 'My Calendar' widgets configured to a view.
Steps
  1. Access the 'Scheduling Calendar'.
  2. Select "Site A" from the 'Site' field.
  3. Select "Practitioner A" from the 'Staff members' field.
  4. Right click on an open time slot.
  5. Click [Add Appointment].
  6. Validate the 'Scheduling Calendar - Appointment Details' form launches.
  7. Select "Client A" in the 'Client' field.
  8. Enter the desired value in the 'Service Code' field.
  9. Click [Submit].
  10. Validate the appointment for "Client A" displays.
  11. Select "Site B" from the 'Site' field.
  12. Select "Practitioner A" from the 'Staff members' field.
  13. Right click on an open time slot.
  14. Click [Add Appointment].
  15. Validate the 'Scheduling Calendar - Appointment Details' form launches.
  16. Enter a staff service code in the 'Service Code' field.
  17. Select any value in the 'Location' field.
  18. Select any value in the 'Program' field.
  19. Click [Submit].
  20. Validate the staff appointment displays.
  21. Click [Dismiss].
  22. Navigate to the 'Coming In Today' widget.
  23. Refresh the widget.
  24. Click [Staff Calendars].
  25. Click [Individual].
  26. Select "Practitioner A".
  27. Validate both of the appointments display.
  28. Click through the different views and validate the appointments display as expected.
  29. Click [Site].
  30. Select "Site A".
  31. Validate the client appointment from the previous steps displays.
  32. Select "Site B".
  33. Validate the staff appointment from the previous steps displays.
  34. Navigate to the 'My Calendar' widget.
  35. Refresh the widget.
  36. Validate both appointments display.
Topics
• NX • Scheduling Calendar • Widgets
AV-83681 Summary | Details
Avatar NX - Diagnosis
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Pre Admit
Scenario 1: Pre Admit Client - Add Client
Specific Setup:
  • There must be a practitioner defined (Practitioner A).
Steps
  1. Access the 'Pre Admit' form.
  2. Enter any value in the 'Last Name' and 'First Name' fields.
  3. Select any value in the 'Sex' field.
  4. Click [New Client] and [Yes].
  5. Validate the form displays the values populated in the previous steps.
  6. Enter the desired value in the 'Date of Birth' field.
  7. Enter the desired value in the 'Preadmit/Admission Date' field.
  8. Enter the desired value in the 'Preadmit/Admission Time' field.
  9. Select any value in the 'Program' field.
  10. Select any value in the 'Type of Admission' field.
  11. Enter and select "Practitioner A" in the 'Admitting Practitioner' field.
  12. Click [Expected Date of Admission T].
  13. Enter and select "Practitioner A" in the 'Scheduled Admitting Practitioner' field.
  14. Enter any value in the 'Social Security Number' field.
  15. Enter any value in the 'Pre-Admission Diagnosis' field and press the "Enter" key.
  16. Validate "Powered By IMO Terminology" displays below the search results.
  17. Select the desired value.
  18. Populate any desired fields.
  19. Click [Submit].
Scenario 2: Diagnosis - Add new / Add to Problem List
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Diagnosis' form.
  2. Click [Add] if present.
  3. Select any value for the 'Type of Diagnosis' field.
  4. Enter the desired values for the 'Date of Diagnosis' and 'Time of Diagnosis' fields.
  5. Click [New Row].
  6. Enter any value in the 'Diagnosis Search' field and press the 'Enter' key.
  7. Validate "Powered By IMO Terminology" displays under the search results.
  8. Select a diagnosis that has an associated SNOMED code.
  9. Populate any desired and required fields.
  10. Select "Yes" in the 'Add to Problem List' field.
  11. Submit the form.
  12. Access the 'Problem List' form.
  13. Click [Enter Problems].
  14. Validate the new diagnosis is included.
  15. Click [View - DSM/IDC Code].
  16. Validate a dialog opens with the DSM/IDC code data for the problem.
  17. Close out of the dialog.
  18. Click [View - System Notes].
  19. Validate the dialog displays the user information for the problem.
  20. Close out of the dialog.
  21. Click [Close/Cancel].
  22. Close the form.
Topics
• Diagnosis • NX
AV-83708 Summary | Details
Avatar NX - Disabling Copy/Paste
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
Scenario 1: Validate copy/paste functionality when the ability to both copy and paste is enabled
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • The 'Disable Pasting into Text Fields' registry setting must be set to "N".
  • The 'My To Do's' widget must be configured to the user's myDay view.
  • There must be documents routed to the logged in user.
  • Please note this is for Avatar NX systems.
  • Copy/paste functionality must be enabled. This is the default setting; changing this must be done by contacting a Netsmart Representative.
Steps
  1. Highlight text within the application.
  2. Right click and select "Copy".
  3. In the 'What can I help you find?' field, right click and select "Paste".
  4. Validate the copied text displays.
  5. Navigate to the 'My To Do's' widget.
  6. Click [Create a Note].
  7. Press "Ctrl + V" on the 'Note' field.
  8. Validate the copied text displays.
  9. Click [OK] and [Close].
  10. Access the 'Scheduling Calendar'.
  11. Right click on an available time slot.
  12. Click [Add Appointment].
  13. In the 'Client' field, right click and select "Paste".
  14. Validate the 'Client' field contains the copied text.
  15. Continue highlighting text and validate it pastes.
  16. Click [Discard], [Yes], and [Dismiss].
  17. Access the 'Progress Notes (Group and Individual)' form.
  18. Right click on the 'Select Client' field and select "Paste".
  19. Validate the 'Select Client' field contains the copied text.
  20. Enter and select "Client A" in the 'Select Client' field.
  21. Continue highlighting text and validate it pastes as expected.
  22. Populate all required and desired fields.
  23. Select "Draft" in the 'Draft/Final' field.
  24. Click [Submit Note].
  25. Validate a 'Progress Notes' dialog stating: "Note Filed." and click [OK].
  26. Close the form.
Scenario 2: Validate copy/paste functionality when the ability to copy is disabled
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • The 'Disable Pasting into Text Fields' registry setting must be set to "N".
  • The 'My To Do's' widget must be configured to the user's myDay view.
  • There must be documents routed to the logged in user.
  • Please note this is for Avatar NX systems.
  • Copy functionality must be disabled. Changing this must be done by contacting a Netsmart Representative.
Steps
  1. Highlight text within the application.
  2. Right click and select "Copy".
  3. In the 'What can I help you find?' field, right click and select "Paste".
  4. Validate the selected text does not display.
  5. Highlight the URL.
  6. Right click and select "Copy".
  7. In the 'What can I help you find?' field, right click and select "Paste".
  8. Validate the URL is pasted.
  9. Navigate to the 'My To Do's' widget.
  10. Click [Create a Note].
  11. Press "Ctrl + V" on the 'Note' field.
  12. Validate the URL displays.
  13. Click [Cancel] and [Close].
  14. Access the 'Scheduling Calendar'.
  15. Right click on an available time slot.
  16. Click [Add Appointment].
  17. In the 'Client' field, right click and select "Paste".
  18. Validate the 'Client' field contains the URL.
  19. Highlight text to copy and validate the URL still pastes since copy is disabled in the application.
  20. Click [Discard], [Yes], and [Dismiss].
  21. Access the 'Progress Notes (Group and Individual)' form.
  22. Right click on the 'Select Client' field and select "Paste".
  23. Validate the 'Select Client' field contains the copied URL.
  24. Enter and select "Client A" in the 'Select Client' field.
  25. Highlight text to copy and validate the URL still pastes since copy is disabled in the application.
  26. Populate all required and desired fields.
  27. Select "Draft" in the 'Draft/Final' field.
  28. Click [Submit Note].
  29. Validate a 'Progress Notes' dialog stating: "Note Filed." and click [OK].
  30. Close the form.
Scenario 3: Validate copy/paste functionality when the ability to paste is disabled
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • The 'Disable Pasting into Text Fields' registry setting must be set to "N".
  • The 'My To Do's' widget must be configured to the user's myDay view.
  • There must be documents routed to the logged in user.
  • User must have a blank document open on their computer (Document A).
  • Please note this is for Avatar NX systems.
  • Paste functionality must be disabled. Changing this must be done by contacting a Netsmart Representative.
Steps
  1. Highlight text within the application.
  2. Right click and select "Copy".
  3. In the 'What can I help you find?' field, right click and select "Paste".
  4. Validate the copied text does not display.
  5. Navigate to "Document A".
  6. Right click and select "Paste".
  7. Validate the copied text displays.
  8. Navigate to the 'My To Do's' widget.
  9. Click [Create a Note].
  10. Press "Ctrl + V" on the 'Note' field.
  11. Validate the copied text does not display.
  12. Click [Cancel] and [Close].
  13. Access the 'Scheduling Calendar'.
  14. Right click on an available time slot.
  15. Click [Add Appointment].
  16. In the 'Client' field, right click and select "Paste".
  17. Validate the 'Client' field does not contain the copied text.
  18. Continue highlighting text to copy and validate paste does not work.
  19. Click [Discard], [Yes], and [Dismiss].
  20. Navigate to "Document A".
  21. Right click and select "Paste".
  22. Validate the last copied value displays.
  23. Access the 'Progress Notes (Group and Individual)' form.
  24. Right click on the 'Select Client' field and select "Paste".
  25. Validate the 'Select Client' field does not contain the copied text.
  26. Enter and select "Client A" in the 'Select Client' field.
  27. Continue highlighting text to copy and validate paste does not work.
  28. Populate all required and desired fields.
  29. Select "Draft" in the 'Draft/Final' field.
  30. Click [Submit Note].
  31. Validate a 'Progress Notes' dialog stating: "Note Filed." and click [OK].
  32. Close the form.
Scenario 4: Validate copy/paste functionality when the ability to both copy and paste are disabled
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • The 'Disable Pasting into Text Fields' registry setting must be set to "N".
  • The 'My To Do's' widget must be configured to the user's myDay view.
  • There must be documents routed to the logged in user.
  • Please note this is for Avatar NX systems.
  • Copy/paste functionality must both be disabled. Changing this must be done by contacting a Netsmart Representative.
Steps
  1. Highlight text within the application.
  2. Right click and select "Copy".
  3. In the 'What can I help you find?' field, right click and select "Paste".
  4. Validate the selected text does not display.
  5. Navigate to the 'My To Do's' widget.
  6. Click [Create a Note].
  7. Press "Ctrl + V" on the 'Note' field.
  8. Validate the selected text does not display.
  9. Click [Cancel] and [Close].
  10. Access the 'Scheduling Calendar'.
  11. Right click on an available time slot.
  12. Click [Add Appointment].
  13. In the 'Client' field, right click and select "Paste".
  14. Validate the 'Client' field does not contain the selected text.
  15. Continue highlighting text and validate copy/paste does not work.
  16. Click [Discard], [Yes], and [Dismiss].
  17. Access the 'Progress Notes (Group and Individual)' form.
  18. Right click on the 'Select Client' field and select "Paste".
  19. Validate the 'Select Client' field does not contain the selected text.
  20. Enter and select "Client A" in the 'Select Client' field.
  21. Continue highlighting text and validate copy/paste does not work.
  22. Populate all required and desired fields.
  23. Select "Draft" in the 'Draft/Final' field.
  24. Click [Submit Note].
  25. Validate a 'Progress Notes' dialog stating: "Note Filed." and click [OK].
  26. Close the form.
Topics
• NX • Progress Notes (Group And Individual) • Scheduling Calendar
AV-83728 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'.
  50. Select "Client A" and access the 'Treatment Plan' form.
  51. Select the record from the previous steps and click [Edit].
  52. Validate a 'Treatment Plan' dialog stating: "This plan is marked as Final. Changes are not allowed. Do you want to continue?" and click [Yes].
  53. Validate the plan displays as expected and fields are disabled.
  54. Close the form.
Topics
• Document Routing • To-Do's • Treatment Plan
AV-83874 Summary | Details
Order Entry Console - Frequency Code Custom
Scenario 1: OE NX - Admission Med Reconciliation - Schedule II - New Order
Specific Setup:
  • A frequency code must exist that has 'Hours of Administration' exceeding the number of 'Scheduled Administration Time' fields in the 'Administration Time' dialog. (Every Hour)
  • 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, 'Diagnosis' form, as well as an allergy to "Ritalin" filed in the ‘Allergies and Hypersensitivities’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Admission Reconciliation' tab.
  3. Search for and select "RITALIN 10 MG TABLET ORAL (Schedule II)" from the 'New Order' field.
  4. Validate a warning indicator with "At least one warning has been found with this order" link is displayed under the 'New Order' field.
  5. Set the 'Dose' field to "2".
  6. Select "TABLET" from the 'Dose Unit' field.
  7. Select "Every Hour" from the 'Freq' field and click [Custom].
  8. Validate that the 'Administration Time' dialog is displayed and contains 12 slots with times for every hour beginning with "0000".
  9. Click [Cancel].
  10. Set the 'Duration' field to "10", click [Days] and [Add to Scratchpad].
  11. Validate the 'Inpatient Medications Scratchpad' contains an order for "RITALIN 10 MG TABLET (Schedule II) 2 TABLET, Every Hour".
  12. Click [Reconcile & Sign].
  13. Validate the 'Interactions' dialog is displayed and contains an Allergy Interaction for "Ritalin".
  14. Override the interaction and click [Save Override and Exit].
  15. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  16. Click the 'Orders This Episode' tab.
  17. Validate the 'Order grid' contains one order for "RITALIN (METHYLPHENIDATE HYDROCHLORIDE) 10 MG ORAL TABLET (Schedule II) 2 TABLET, Every Hour".
Scenario 2: OE NX - Create new order and change custom administration time to invalid value
Specific Setup:
  • A frequency code must exist that has 'Hours of Administration' exceeding the number of 'Scheduled Administration Time' fields in the 'Administration Time' dialog. (Every Hour)
  • 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 "ALEVE ARTHRITIS (NAPROXEN SODIUM) 220 MG TABLET ORAL" from the 'New Order' field.
  3. Set the Dose field to "2".
  4. Select "TABLET" from the 'Dose Unit' field.
  5. Select "Every Hour" from the 'Freq' field and click [Custom].
  6. Verify the 'Custom Administration' dialog is displayed.
  7. Set the 4th 'Scheduled Administration Time' field to "5" and press Tab"
  8. Validate a message displays stating "Invalid time format. Enter as either HH:MM AM, HH:MM PM or HHMM military time. (Midnight is 0000 hours.)" and click [OK] and [Save].
  9. Set the 'Duration' field to "12" and click [Days].
  10. Click [Add to Scratchpad] and [Sign].
  11. Validate the 'Order grid' contains an order for "ALEVE ARTHRITIS (NAPROXEN SODIUM) 220 MG ORAL 2 TABLET, Every Hour".
Topics
• Admission Med Reconciliation • NX • Order Entry Console
AV-83884 Summary | Details
Avatar NX - TDE grids
Scenario 1: 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 or select any future date in the 'Date Of Service' field.
  3. Validate an 'Error' dialog stating: "Future date is not permitted in 'Date Of Service' field." and click [OK].
  4. Validate the 'Date Of Service' field is cleared and the grid remains aligned.
  5. Enter "T" in the 'Date Of Service' field and press the 'Enter' key.
  6. Enter the desired value in the 'Service Start Time' field and press the 'Enter' key.
  7. Validate the time displays in 24-hour military time (HHMM) format.
  8. Enter the desired value in the 'Service End Time' field and press the 'Enter' key.
  9. Validate the time displays in 24-hour military time (HHMM) format.
  10. Enter "Client A" in the 'Client' field.
  11. Select "Episode A" in the 'Episode Number' field.
  12. Validate the 'Program' field contains "Program A".
  13. Enter "Code A" in the 'Service Code' field and press the 'Enter' key.
  14. Enter and select "Practitioner A" in the 'Practitioner' field.
  15. Enter the desired value in the 'Duration (Minutes)' field.
  16. Click [Save].
Topics
• NX • Registry Settings • Spreadsheet Charge Input
AV-83938 Summary | Details
Avatar NX - 'All Documents' view
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All Documents Widget
  • Medical Note
Scenario 1: Documentation Views - Validate switching between views when a user has more than one associated
Specific Setup:
  • A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Docs A' view).
  • An additional documentation view must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Docs B' view).
  • User's 'myDay' view must have an associated view that contains Medical Note POV (View A) configured in the 'NX View Definition' form.
  • "View A" must have associated workflow items for 'All Docs A' (Item A) and 'All Docs B' (Item B) configured in the 'View Definition' form.
  • A client must be admitted to an existing episode (Client A) and have various documents on file (Document 1 and Document 2).
  • A client must be admitted to an existing episode (Client B) and have a document on file (Document 3).
  • Please note: this scenario is for Avatar NX systems.
Steps
  1. Select "Client A" and navigate to the 'All Docs A' view.
  2. Validate the view displays as expected.
  3. Select a document (Document 1) and validate it displays as expected in the 'Console Widget Viewer'.
  4. Navigate to "View A".
  5. Validate the view displays as expected.
  6. Select "Item B".
  7. Validate the workflow item displays as expected.
  8. Select a document (Document 2) and validate it displays in the 'Console Widget Viewer'.
  9. Select "Item A".
  10. Validate the workflow item displays as expected and the 'Console Widget Viewer' contains "Document 1".
  11. Navigate to 'All Docs B' view.
  12. Validate the view displays as expected and the 'Console Widget Viewer' contains "Document 2".
  13. Navigate to 'All Docs A' view.
  14. Validate the view displays as expected and the 'Console Widget Viewer' contains "Document 1".
  15. Select "Client B" and remain on the 'All Docs A' view.
  16. Validate the view displays as expected.
  17. Select a document (Document 3) and validate it displays as expected in the 'Console Widget Viewer'.
  18. Navigate to the 'myDay' view.
  19. Validate the view displays as expected.
  20. Navigate to the 'All Docs A' view.
  21. Validate the view displays as expected and the 'Console Widget Viewer' contains "Document 3".
  22. Select "Client A" and remain on the 'All Docs A' view.
  23. Validate the view displays as expected and the 'Console Widget Viewer' contains "Document 1".
  24. Continue selecting the desired views and workflow items and validate they open and display as expected.
Topics
• All Documents Widget • Medical Note • NX
AV-83951 Summary | Details
Avatar NX - 'My Calendar' widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Scheduling Calendar
Scenario 1: 'My Calendar' widget - workflow
Specific Setup:
  • 'My Calendar' widget is on the HomeView.
  • A client must be defined with at least one active episode and have documents filed (Client A).
  • 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).
  • The logged in user must have multiple appointments scheduled on any given day in the current month (Day A).
  • Please note: this scenario is for Avatar NX systems.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in any available time slot.
  3. Click [Add Appointment].
  4. Enter the desired value in the 'Service Code' field.
  5. Select "Client A" in the 'Client' field.
  6. Select the desired episode in the 'Episode' field.
  7. Select the desired value in the 'Program' field.
  8. Click [Submit].
  9. Validate the 'Appointment Grid' contains the new appointment for "Client A".
  10. Click [Dismiss].
  11. Navigate to the 'My Calendar' widget.
  12. Refresh the 'My Calendar' widget.
  13. Validate the appointment for "Client A" is displayed.
  14. Access the 'Scheduling Calendar' form.
  15. Right click on the appointment for "Client A".
  16. Click [Check In] and [Submit].
  17. Validate the 'Appointment Grid' contains the checked in appointment for "Client A".
  18. Click [Dismiss].
  19. Navigate to the 'My Calendar' widget.
  20. Refresh the 'My Calendar' widget.
  21. Validate the checked in appointment for "Client A" is displayed.
  22. Select the desired value in the 'Time-Slot Duration' field.
  23. Validate the 'My Calendar' widget displays the checked in appointment for "Client A" using the updated time-slot duration.
  24. Repeat as needed for additional time-slot durations.
  25. Click [Month] and validate the 'Month' view displays as expected and contains the checked in appointment for "Client A".
  26. Validate "Day A" displays as expected.
  27. Click [Week] and validate the 'Week' view displays as expected and contains the checked in appointment for "Client A".
  28. Click [List] and validate the 'List' view displays as expected and contains the checked in appointment for "Client A".
  29. Navigate to the 'All Documents' view.
  30. Select "Client A" and any document.
  31. Validate the document displays as expected in the 'Console Widget Viewer'.
  32. Navigate to the 'My Calendar' widget.
  33. Validate the 'List' view displays as expected and contains the checked in appointment for "Client A".
  34. Click [Day] and validate the 'Day' view displays as expected and contains the checked in appointment for "Client A".
  35. Access the 'Scheduling Calendar' form.
  36. Right click on the appointment for "Client A".
  37. Click [Check Out] and [Submit].
  38. Validate the 'Appointment Grid' contains the checked out appointment for "Client A".
  39. Click [Dismiss].
  40. Navigate to the 'My Calendar' widget.
  41. Refresh the 'My Calendar' widget.
  42. Validate the checked out appointment for "Client A" is displayed.
  43. Select the desired value in the 'Time-Slot Duration' field.
  44. Validate the 'My Calendar' widget displays the checked out appointment for "Client A" using the updated time-slot duration.
  45. Repeat as needed for additional time-slot durations.
  46. Click [Month] and validate the 'Month' view displays as expected and contains the checked out appointment for "Client A".
  47. Validate "Day A" displays as expected.
  48. Click [Week] and validate the 'Week' view displays as expected and contains the checked out appointment for "Client A".
  49. Click [List] and validate the 'List' view displays as expected and contains the checked out appointment for "Client A".
  50. Click [Day] and validate the 'Day' view displays as expected and contains the checked out appointment for "Client A".
Topics
• All Documents Widget • NX • Scheduling Calendar • Widgets
AV-83952 Summary | Details
Avatar NX - 'My Calendar' widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Scheduling Calendar
Scenario 1: 'My Calendar' widget - workflow
Specific Setup:
  • 'My Calendar' widget is on the HomeView.
  • A client must be defined with at least one active episode and have documents filed (Client A).
  • 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).
  • The logged in user must have multiple appointments scheduled on any given day in the current month (Day A).
  • Please note: this scenario is for Avatar NX systems.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in any available time slot.
  3. Click [Add Appointment].
  4. Enter the desired value in the 'Service Code' field.
  5. Select "Client A" in the 'Client' field.
  6. Select the desired episode in the 'Episode' field.
  7. Select the desired value in the 'Program' field.
  8. Click [Submit].
  9. Validate the 'Appointment Grid' contains the new appointment for "Client A".
  10. Click [Dismiss].
  11. Navigate to the 'My Calendar' widget.
  12. Refresh the 'My Calendar' widget.
  13. Validate the appointment for "Client A" is displayed.
  14. Access the 'Scheduling Calendar' form.
  15. Right click on the appointment for "Client A".
  16. Click [Check In] and [Submit].
  17. Validate the 'Appointment Grid' contains the checked in appointment for "Client A".
  18. Click [Dismiss].
  19. Navigate to the 'My Calendar' widget.
  20. Refresh the 'My Calendar' widget.
  21. Validate the checked in appointment for "Client A" is displayed.
  22. Select the desired value in the 'Time-Slot Duration' field.
  23. Validate the 'My Calendar' widget displays the checked in appointment for "Client A" using the updated time-slot duration.
  24. Repeat as needed for additional time-slot durations.
  25. Click [Month] and validate the 'Month' view displays as expected and contains the checked in appointment for "Client A".
  26. Validate "Day A" displays as expected.
  27. Click [Week] and validate the 'Week' view displays as expected and contains the checked in appointment for "Client A".
  28. Click [List] and validate the 'List' view displays as expected and contains the checked in appointment for "Client A".
  29. Navigate to the 'All Documents' view.
  30. Select "Client A" and any document.
  31. Validate the document displays as expected in the 'Console Widget Viewer'.
  32. Navigate to the 'My Calendar' widget.
  33. Validate the 'List' view displays as expected and contains the checked in appointment for "Client A".
  34. Click [Day] and validate the 'Day' view displays as expected and contains the checked in appointment for "Client A".
  35. Access the 'Scheduling Calendar' form.
  36. Right click on the appointment for "Client A".
  37. Click [Check Out] and [Submit].
  38. Validate the 'Appointment Grid' contains the checked out appointment for "Client A".
  39. Click [Dismiss].
  40. Navigate to the 'My Calendar' widget.
  41. Refresh the 'My Calendar' widget.
  42. Validate the checked out appointment for "Client A" is displayed.
  43. Select the desired value in the 'Time-Slot Duration' field.
  44. Validate the 'My Calendar' widget displays the checked out appointment for "Client A" using the updated time-slot duration.
  45. Repeat as needed for additional time-slot durations.
  46. Click [Month] and validate the 'Month' view displays as expected and contains the checked out appointment for "Client A".
  47. Validate "Day A" displays as expected.
  48. Click [Week] and validate the 'Week' view displays as expected and contains the checked out appointment for "Client A".
  49. Click [List] and validate the 'List' view displays as expected and contains the checked out appointment for "Client A".
  50. Click [Day] and validate the 'Day' view displays as expected and contains the checked out appointment for "Client A".
Topics
• All Documents Widget • NX • Scheduling Calendar • Widgets
AV-83953 Summary | Details
Avatar NX - 'My Calendar' widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Scheduling Calendar
Scenario 1: 'My Calendar' widget - workflow
Specific Setup:
  • 'My Calendar' widget is on the HomeView.
  • A client must be defined with at least one active episode and have documents filed (Client A).
  • 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).
  • The logged in user must have multiple appointments scheduled on any given day in the current month (Day A).
  • Please note: this scenario is for Avatar NX systems.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in any available time slot.
  3. Click [Add Appointment].
  4. Enter the desired value in the 'Service Code' field.
  5. Select "Client A" in the 'Client' field.
  6. Select the desired episode in the 'Episode' field.
  7. Select the desired value in the 'Program' field.
  8. Click [Submit].
  9. Validate the 'Appointment Grid' contains the new appointment for "Client A".
  10. Click [Dismiss].
  11. Navigate to the 'My Calendar' widget.
  12. Refresh the 'My Calendar' widget.
  13. Validate the appointment for "Client A" is displayed.
  14. Access the 'Scheduling Calendar' form.
  15. Right click on the appointment for "Client A".
  16. Click [Check In] and [Submit].
  17. Validate the 'Appointment Grid' contains the checked in appointment for "Client A".
  18. Click [Dismiss].
  19. Navigate to the 'My Calendar' widget.
  20. Refresh the 'My Calendar' widget.
  21. Validate the checked in appointment for "Client A" is displayed.
  22. Select the desired value in the 'Time-Slot Duration' field.
  23. Validate the 'My Calendar' widget displays the checked in appointment for "Client A" using the updated time-slot duration.
  24. Repeat as needed for additional time-slot durations.
  25. Click [Month] and validate the 'Month' view displays as expected and contains the checked in appointment for "Client A".
  26. Validate "Day A" displays as expected.
  27. Click [Week] and validate the 'Week' view displays as expected and contains the checked in appointment for "Client A".
  28. Click [List] and validate the 'List' view displays as expected and contains the checked in appointment for "Client A".
  29. Navigate to the 'All Documents' view.
  30. Select "Client A" and any document.
  31. Validate the document displays as expected in the 'Console Widget Viewer'.
  32. Navigate to the 'My Calendar' widget.
  33. Validate the 'List' view displays as expected and contains the checked in appointment for "Client A".
  34. Click [Day] and validate the 'Day' view displays as expected and contains the checked in appointment for "Client A".
  35. Access the 'Scheduling Calendar' form.
  36. Right click on the appointment for "Client A".
  37. Click [Check Out] and [Submit].
  38. Validate the 'Appointment Grid' contains the checked out appointment for "Client A".
  39. Click [Dismiss].
  40. Navigate to the 'My Calendar' widget.
  41. Refresh the 'My Calendar' widget.
  42. Validate the checked out appointment for "Client A" is displayed.
  43. Select the desired value in the 'Time-Slot Duration' field.
  44. Validate the 'My Calendar' widget displays the checked out appointment for "Client A" using the updated time-slot duration.
  45. Repeat as needed for additional time-slot durations.
  46. Click [Month] and validate the 'Month' view displays as expected and contains the checked out appointment for "Client A".
  47. Validate "Day A" displays as expected.
  48. Click [Week] and validate the 'Week' view displays as expected and contains the checked out appointment for "Client A".
  49. Click [List] and validate the 'List' view displays as expected and contains the checked out appointment for "Client A".
  50. Click [Day] and validate the 'Day' view displays as expected and contains the checked out appointment for "Client A".
Topics
• All Documents Widget • NX • Scheduling Calendar • Widgets
AV-83986 Summary | Details
Task List - Non-Medication "PRN Task" Sorting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Task Associations
  • Task Definitions
  • Task Frequency
  • Task List Dialog
Scenario 1: Task List - PRN Task - Order Entry - Order Code Without Reason Modifier
Specific Setup:
  • Avatar CWS 2022 Update 98, Avatar CareFabric 2022 Update 76, Avatar NX Releases 2022.10.00 and 2022.11.00, and a future Avatar eMAR 2022 update are needed in order to utilize full functionality.
  • A pharmacy-type order code must exist. (Order Code A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Task Frequency' form.
  2. Select "Add" from the 'Add/Edit Frequency' field.
  3. Set the 'New Task Frequency Code' field to "TestPRN".
  4. Set the 'Task Frequency Description' field to "Test PRN Frequency - Min 4 hours".
  5. Select "Unscheduled" in the 'Type of Frequency' field.
  6. Select "PRN" from the 'Priority' field.
  7. Set the 'PRN Period' field to "1".
  8. Select "Days" in the 'PRN Period Units" field.
  9. Set the 'Minimum time between performed tasks' field to "4".
  10. Select "Hours" in the 'Minimum time between performed tasks unit' field and click [Submit]
  11. Validate a message is displayed that states: "Task Frequency has completed. Do you wish to return to form?" and click [No].
  12. Access the 'Task Definitions' form.
  13. Select "Add" from the 'Add/Edit Task Definition' field.
  14. Set the 'New Task Code' field to "PRNOEOC".
  15. Set the 'Task Title' field to "PRN Task - Order Entry - Order Code".
  16. Select "Yes" in the 'Override Originating Task Details' field.
  17. Select "Test PRN Frequency - Min 4 hours (TestPRN)" from the 'Default Frequency' field and click [Submit].
  18. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No].
  19. Access the 'Task Associations' form.
  20. Select "Task Definition" from the 'Task Type' field.
  21. Search for and select "PRN Task - Order Entry - Order Code (PRNOEOC)" from the 'Task Group/Definition' field.
  22. Select "Add" from the 'Add/Edit/Delete Association' field.
  23. Select "Order Entry" from the 'Order Event' field.
  24. Search for and select "Order Code A" from the 'Order Code' field.
  25. Click [Update Associations] and [Submit].
  26. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
  27. Select "Client A" and access the Order Entry Console.
  28. Search for and select "Order Code A" from the 'New Order' field.
  29. Fill out all required fields click [Add to Scratchpad] and then [Sign].
  30. Validate the 'Order grid' contains an order for "Order Code A".
  31. Access the 'Task List' widget.
  32. Search for and select "Client A" from the 'Search Patients' field.
  33. Hover over the '(#) PRN TASKS' field to see all current PRN tasks and validate a task for "PRN Task - Order Entry - Order Code" is shown and that its next available time is "Now".
  34. Click [(#) PRN Tasks] to lock the screen in place and then click [Complete] for the "PRN Task - Order Entry - Order Code" task.
  35. Validate the 'Complete Date' and 'Complete Time' fields are equal to the current date/time and click [Save].
  36. Click [(#) PRN Tasks] and validate that the next available time is set to 4 hours from the current time for the "PRN Task - Order Entry - Order Code" task and that there is no green dot next to the task.
Scenario 2: Task List - PRN Task - Order Entry - Order Code With Reason Modifier
Specific Setup:
  • Avatar CWS 2022 Update 98, Avatar CareFabric 2022 Update 76, Avatar NX Releases 2022.10.00 and 2022.11.00, and a future Avatar eMAR 2022 update are needed in order to utilize full functionality.
  • A pharmacy-type order code must exist. (Order Code A)
  • A frequency code with a "PRN" priority must exist. (Frequency Code A)
  • A reason code must exist. (Reason Code A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "PRNOEOCRM".
  4. Set the 'Task Title' field to "PRN Task - Order Entry-Order Code w/ RM".
  5. Select "No" in the 'Override Originating Task Details' field and click [Submit].
  6. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No].
  7. Access the 'Task Associations' form.
  8. Select "Task Definition" from the 'Task Type' field.
  9. Search for and select "PRN Task - Order Entry-Order Code w/ RM (PRNOEOCRM)" from the 'Task Group/Definition' field.
  10. Select "Add" from the 'Add/Edit/Delete Association' field.
  11. Select "Order Entry" from the 'Order Event' field.
  12. Search for and select "Order Code A" from the 'Order Code' field.
  13. Select "Reason Code A" from the 'Reason Modifier(s)' field.
  14. Click [Update Associations] and [Submit].
  15. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
  16. Select "Client A" and access the Order Entry Console.
  17. Search for and select "Order Code A" from the 'New Order' field.
  18. Select "Frequency Code A" from the 'Freq' field.
  19. Fill out all remaining required fields click [Add to Scratchpad] and [Sign].
  20. Validate the 'Order grid' contains an order for "Order Code A".
  21. Access the 'Task List' widget.
  22. Search for and select "Client A" from the 'Search Patients' field.
  23. Hover over the '(#) PRN Meds' field and validate that the order for "Order Code A" is shown and that it states "Navigate to MAR to complete".
  24. Hover over the '(#) PRN Tasks' field to see all current 'PRN' tasks and validate there in no task for "PRN Task - Order Entry-Order Code w/ RM" shown.
  25. Access the Order Entry Console.
  26. Select "Order Code A" from the 'Order grid' and then click [Modify].
  27. Select "Reason Code A" from the 'Reason' field.
  28. Click [Add to Scratchpad] and [Sign].
  29. Access the 'Task List' widget.
  30. Hover over the '(#) PRN Meds' field and validate that just one order for "Order Code A" is shown and that it states "Navigate to MAR to complete".
  31. Hover over the '(#) PRN Tasks' field to see all current 'PRN' tasks and validate there is a task for "PRN Task - Order Entry-Order Code w/ RM" shown.
  32. Access the Order Entry Console.
  33. Select "Order Code A" and click [D/C].
  34. Click [Add to Scratchpad] and [Sign].
  35. Access the 'Task List' widget.
  36. Hover over the '(#) PRN Meds' field and validate that no order for "Order Code A" is shown.
  37. Hover over the '(#) PRN Tasks' field to see all current 'PRN' tasks and validate there is no longer a task for "PRN Task - Order Entry-Order Code w/ RM" shown.
Scenario 3: Task List - Task Set with Default Timed Frequency Associated to Order Without a Frequency
Specific Setup:
  • Avatar CWS 2022 Update 98, Avatar CareFabric 2022 Update 76, Avatar NX Releases 2022.10.00 and 2022.11.00, and a future Avatar eMAR 2022 update are needed in order to utilize full functionality.
  • A lab-type order code must exist. (Lab A)
  • A frequency code with a "Routine" priority and set hours of administration of "0900" and "2100" must exist. (Frequency Code A)
  • A "PRN" frequency code must exist. (Frequency Code B)
  • 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. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "LABTask".
  4. Set the 'Task Title' field to "Lab Order Task".
  5. Select "Yes" in the 'Override Originating Task Details' field.
  6. Select "Frequency Code A" from the 'Default Frequency' field and click [Submit].
  7. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No].
  8. Access the 'Task Associations' form.
  9. Select "Task Definition" from the 'Task Type' field.
  10. Search for and select "Lab Order Task (LABTask)" from the 'Task Group/Definition' field.
  11. Select "Add" from the 'Add/Edit/Delete Association' field.
  12. Select "Order Entry" from the 'Order Event' field.
  13. Select "Lab A" from the 'Order Code' field.
  14. Click [Update Associations] and [Submit].
  15. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
  16. Select "Client A" and access the Order Entry Console.
  17. Search for and select "Lab A" from the 'New Order' field.
  18. Do not select any frequency from the 'Frequency' field.
  19. Fill out all remaining required fields.
  20. Click [Add to Scratchpad] and [Sign].
  21. Validate the 'Order grid' contains an order for "Lab A".
  22. Access the 'Task List' widget.
  23. Search for and select "Client A" from the 'Search Patients' field.
  24. Navigate to future hours and verify that there is a "Lab Order Task" under the "2100" and "0900" columns.
  25. Hover the mouse over the "Lab Order Task" and validate that it shows "(Frequency Code A)" and that the due time matches to the column it is underneath.
  26. Access the Order Entry Console.
  27. Select "Lab A" from the 'Order grid' and click [Modify].
  28. Select "Frequency Code B" from the 'Frequency' field.
  29. Click [Add to Scratchpad] and [Sign].
  30. Access the 'Task List' widget.
  31. Search for and select "Client A" from the 'Search Patients' field.
  32. Validate that there is no "Lab Order Task" under any scheduled columns.
  33. Hover the mouse over "(#) PRN Tasks" and validate that under the "Lab" category there is a task for "Complete Blood Count" and that it states "Navigate to MAR to complete".
  34. Validate that under the "Uncategorized" category there is a "Complete Blood Count Task" whose next available completion time in "Now".
Topics
• myAvatar/myAvatar NX • NX • Task List
AV-84090 Summary | Details
Avatar NX - Client Dashboard
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CLIENT DASHBOARD
  • Import Client Picture (PM)
Scenario 1: Import Client Picture - validate user access
Specific Setup:
  • A client must be enrolled in an existing episode and have a picture on file (Client A).
  • There must be a picture saved for import (Picture A).
  • There must be two users:
  • One with read and write access for the 'Import Client Picture' form and be logged in (User A).
  • One without access to the 'Import Client Picture' form (User B).
Steps
  1. Select "Client A" and access the 'Client Dashboard'.
  2. Hover over the 'Client Image' and validate the 'Import', 'Enlarge', and 'Delete Image' icons display.
  3. Click [Enlarge].
  4. Validate the picture displays as expected and click [Close].
  5. Click [Delete Image].
  6. Validate a 'Confirm' dialog stating: "Would you like to remove the current client picture?" and click [OK].
  7. Validate the picture no longer displays.
  8. Click [Import].
  9. Validate an 'Import Client Picture' dialog displays and click [Browse].
  10. Select "Picture A" and validate it displays in the dialog.
  11. Click [Save].
  12. Validate "Picture A" displays and click [Close].
  13. Click [Clear Client].
  14. Access the 'Import Client Picture' form.
  15. Enter "Client A" in the 'Client' field.
  16. Validate "Picture A" displays as expected in the 'Picture' field.
  17. Click [Clear Image].
  18. Validate "No Picture" displays in the 'Picture' field.
  19. Click [Acquire Image].
  20. Select "Picture A".
  21. Validate "Picture A" displays as expected in the 'Picture' field.
  22. Click [Submit] and [No].
  23. Log out.
  24. Log in as "User B".
  25. Attempt to access the 'Import Client Picture' form.
  26. Validate this form is not an option.
  27. Select "Client A" and access the 'Client Dashboard'.
  28. Hover over the 'Client Image' and validate 'Enlarge' is the only option.
  29. Click [Enlarge].
  30. Validate "Picture A" displays as expected.
  31. Click [Close].
  32. Close the dashboard.
Topics
• Import Client Picture • NX • RADplus Utilities
AV-84469 Summary | Details
Task List - Launching Flowsheet From 'PRN' Task
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Task Associations
  • Task Definitions
  • Task Frequency
Scenario 1: Task List - Flowsheet "Vital Signs" - Validate the 'Time zone offset' registry setting when set to "0"
Specific Setup:
  • Avatar CWS 2022 Update 98, Avatar CareFabric 2022 Update 76, Avatar NX Releases 2022.10.00 and 2022.11.00, and a future Avatar eMAR 2022 update are needed in order to utilize full functionality.
  • The 'RADplus->General->Facility->->->Time Zone Offset' registry setting must be set to "0".
  • Please log out of the application and log back in after completing the above configuration.
  • An unscheduled PRN frequency code must exist. (Frequency Code A)
  • Flowsheet must have a "Vital Signs" assessment configured with a task code of "PulseOx".
  • An order code must exist. (Order Code A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Task Frequency' form.
  2. Select "Add" from the 'Add/Edit Frequency' field.
  3. Set the 'New Task Frequency Code' field to "PRN".
  4. Set the 'Task Frequency Description' field to "As Needed".
  5. Select "Frequency Code A" from the 'Related Order Entry Frequency Code' field and click [Submit].
  6. Validate a message is displayed that states: "Task Frequency has completed. Do you wish to return to form?" and click [No].
  7. Please log out and then log back in.
  8. Access the 'Task Definitions' form.
  9. Select "Add" from the 'Add/Edit Task Definition' field.
  10. Set the 'New Task Code' field to "PulseOx".
  11. Set the 'Task Title' field to "Pulse Oximetry".
  12. Click [Yes] from the 'Override Originating Task Details' field.
  13. Select "As Needed (PRN)" from the 'Default Frequency' field.
  14. Select "Flowsheet" from the Task Action Type' field and click [Submit].
  15. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No].
  16. Access the 'Task Associations' form.
  17. Select "Task Definition" from the 'Task Type' field.
  18. Search for and select "Pulse Oximetry (PulseOx)" from the 'Task Group/Definition' field.
  19. Select "Add" from the 'Add/Edit/Delete Association' field.
  20. Select "Order Entry" from the 'Order Event' field.
  21. Select "Order Code A" from the 'Order Code' field.
  22. Click [Update Associations] and [Submit].
  23. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
  24. Select "Client A" and access the Order Entry Console.
  25. Search for and select "Order Code A" from the 'New Order' field.
  26. Fill out all remaining required fields.
  27. Click [Add to Scratchpad] and then [Sign].
  28. Validate the 'Order grid' contains an order for "Order Code A".
  29. Access the 'Task List' widget.
  30. Search for and select "Client A" from the 'Search Patients' field.
  31. Hover over the '(#) PRN Tasks' field to see all current PRN tasks and validate there is now a task for "Pulse Oximetry" shown.
  32. Click [(#) PRN Tasks] to lock the view in place and then click [Complete] for the "Pulse Oximetry" task.
  33. Validate that a "Vital Signs" flowsheet assessment is launched.
  34. Fill out all required fields, click [Sign] and validate that the flowsheet window closes.
Topics
• NX • Registry Settings • Vitals