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Avatar NX Update 2023.02.00.01 Server Acceptance Tests

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AV-87971 Summary | Details
Avatar NX - Performance Improvements
Scenario 1: Progress Notes (Group and Individual) - File an independent note
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • 'Progress Notes (Group and Individual)' must have document routing enabled.
  • A practitioner must be associated with the logged in user (Practitioner A).
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" and the desired episode.
  3. Select "Independent Note" in the 'Progress Note For' field.
  4. Select a note type from the 'Note Type' field.
  5. Enter any value in the 'Notes' field.
  6. Select "Final" in the 'Draft/Final' field.
  7. Click [Submit Note]
  8. Validate the document is displayed as expected and click [Accept]
  9. Enter the password associated with the logged in user and click [Verify].
  10. Validate a 'Progress Notes' dialog stating: "Note Filed." and click [OK].
  11. Validate the 'Select Client' field is blank.
  12. Close the form.
Scenario 2: Validate "Clinical Document Viewer" documents - Entity type "Staff"
Specific Setup:
  • Have any modeled form set up for staff entity type (Form A).
  • "Form A" must have document routing enabled.
  • The logged in user must have an associated practitioner with no documents on file in the 'Clinical Document Viewer' (Practitioner A).
Steps
  1. Access "Form A".
  2. Select "Practitioner A" in the 'Select Staff' field.
  3. Populate the fields.
  4. Select "Final" from the "Draft/Final" field.
  5. Validate a dialog stating: "Selecting "Final" prevents future edits." and click [OK].
  6. Click [Submit].
  7. Validate the "Confirm Document" dialog contains the expected data.
  8. Click [Sign].
  9. Enter the associated password and click [Verify].
  10. Validate the form closes.
  11. Access the 'Clinical Document Viewer' form.
  12. Select "Staff" from the 'Select Type:' field.
  13. Select "Individual" from the 'Select All or Individual Staff' field.
  14. Select "Practitioner A" in the 'Select Staff' field.
  15. Click [Process].
  16. Locate and select the document that was saved in the previous steps.
  17. Click [View].
  18. Validate the document displays as expected.
  19. Click [Search].
  20. Enter the current date in the 'Start:' and 'End:' fields.
  21. Click [Process].
  22. Validate the expected results display.
  23. Click [Search].
  24. Enter a date prior to the current date in the 'Start:' and 'End:' fields.
  25. Click [Process].
  26. Validate no results display.
  27. Click [Search] and [Close].
Scenario 3: 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 and 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.


Scenario 4: Avatar NX - "View Definition" functionality validations
Specific Setup:
  • Have two views defined in the 'View Definition' form that each contain one or more widgets on the view (View A and View B).
  • "View B" must have customization disabled through the 'View Definition' form.
  • A user must be defined and have both "View A" and "View B" on their myDay view (User A).
  • "User A" must have access to the 'View Definition' form.
  • Must be logged in as "User A".
Steps
  1. Access the 'View Definition' form.
  2. Click [Select View].
  3. Select "View A" in the 'Select Views' field.
  4. Click [Launch View Designer].
  5. Validate the widgets display as expected.
  6. Drag and drop widgets between the 'Available Widgets' and 'Assigned Widgets' columns.
  7. Validate widgets are moved as expected.
  8. Drag and drop a widget from the 'Assigned Widgets' and the widget layout view area.
  9. Validate the widget is moved successfully.
  10. Click [Include Client Information header in view].
  11. Click [Submit] and submit the form.
  12. From the 'myDay' view, navigate to "View B" and click back to "View A".
  13. Validate the 'Client Information' header is aligned with the widgets.
  14. Close the sidebar.
  15. Validate the view resizes and the 'Client Information' header aligns with the widgets.
  16. Open the sidebar.
  17. Validate the view resizes and the 'Client Information' header aligns with the widgets.
  18. Select the 'My Activity' menu.
  19. Select the 'Customize Toggle' button so that it is enabled.
  20. Validate the view resizes and the 'Client Information' header aligns with the widgets.
  21. Validate the fields inside the widgets are disabled and cannot be interacted with.
  22. Select the 'View/Add Widgets' tab and click [Reload View] and [Yes].
  23. Validate layout reflects changes done in the 'View Definition' form.
  24. While in 'Customize View', remove one or more widgets from the view.
  25. From the right side panel, drag-and-drop them back to the layout.
  26. Validate the widget is returned to the layout as expected.
  27. Select "View B" and validate the 'Customize Toggle' is disabled.
  28. Select the 'Customize Toggle' button to ensure it is still disabled.
  29. Verify the 'Reload Menu' button exists.
  30. Close the menu.
  31. Validate the view resizes and the 'Client Information' header aligns with the widgets.
Topics
• Document Routing • Financial Eligibility • NX • Progress Notes (Group And Individual) • View Definition • Widgets