Avatar NX Update 2023.02.00 Acceptance Tests

AV-61314 Summary | Details

Avatar NX - Switch

Scenario 1: Validate the ability to switch system codes

Specific Setup:

There must be two system codes defined (Code A and Code B).
There must be two users defined (User A and User B)
"User A" must exist in both system codes.
"User B" must only exist in "Code A".

Steps

Log in to "Code A" as "User A".
Open the User Menu.
Validate 'Switch' displays.
Click 'Switch'.
Validate a 'Confirm' dialog stating: "Are you sure you want to log off the current system code?" and click [Yes].
Validate the system is selected and disabled.
Validate a countdown timer stating "Returning to the login screen in 59 seconds..."
Select "Code B" in the 'System Code' field.
Click [Switch System Code].
Validate the user is logged into "Code B".
Open the User Menu.
Click 'Switch'.
Validate a 'Confirm' dialog stating: "Are you sure you want to log off the current system code?" and click [Yes].
Click [Change User].
Log in to "Code A" as "User B".
Open the User Menu.
Validate 'Switch' displays.
Click 'Switch'.
Validate a 'Confirm' dialog stating: "Are you sure you want to log off the current system code?" and click [Yes].
Validate the system is selected and disabled.
Validate a countdown timer stating "Returning to the login screen in 59 seconds..."
Select "Code B" in the 'System Code' field.
Click [Switch System Code].
Validate a 'Sign-In' dialog stating: "Login Failed" and click [OK].
Validate the user is logged out.
Log in to "Code A" as "User B".
Open the User Menu.
Validate 'Switch' displays.
Click 'Switch'.
Validate a 'Confirm' dialog stating: "Are you sure you want to log off the current system code?" and click [Yes].
Validate the system is selected and disabled.
Validate a countdown timer stating "Returning to the login screen in 59 seconds..."
Let the timer run down.
Validate the user is logged out.

Topics

• Login • NX

AV-64109 Summary | Details

'My Calendar' widget - Date Selection

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

Access the 'Scheduling Calendar' form.
Right click in any available time slot.
Click [Add Appointment].
Enter the desired value in the 'Service Code' field.
Select "Client A" in the 'Client' field.
Select the desired episode in the 'Episode' field.
Select the desired value in the 'Program' field.
Click [Submit].
Validate the 'Appointment Grid' contains the new appointment for "Client A".
Click [Dismiss].
Navigate to the 'My Calendar' widget.
Refresh the 'My Calendar' widget.
Validate the appointment for "Client A" is displayed.
Access the 'Scheduling Calendar' form.
Right click on the appointment for "Client A".
Click [Check In] and [Submit].
Validate the 'Appointment Grid' contains the checked in appointment for "Client A".
Click [Dismiss].
Navigate to the 'My Calendar' widget.
Refresh the 'My Calendar' widget.
Validate the checked in appointment for "Client A" is displayed.
Select the desired value in the 'Time-Slot Duration' field.
Validate the 'My Calendar' widget displays the checked in appointment for "Client A" using the updated time-slot duration.
Repeat as needed for additional time-slot durations.
Click [Month] and validate the 'Month' view displays as expected and contains the checked in appointment for "Client A".
Validate "Day A" displays as expected.
Click [Week] and validate the 'Week' view displays as expected and contains the checked in appointment for "Client A".
Click [List] and validate the 'List' view displays as expected and contains the checked in appointment for "Client A".
Navigate to the 'All Documents' view.
Select "Client A" and any document.
Validate the document displays as expected in the 'Console Widget Viewer'.
Navigate to the 'My Calendar' widget.
Validate the 'List' view displays as expected and contains the checked in appointment for "Client A".
Click [Day] and validate the 'Day' view displays as expected and contains the checked in appointment for "Client A".
Access the 'Scheduling Calendar' form.
Right click on the appointment for "Client A".
Click [Check Out] and [Submit].
Validate the 'Appointment Grid' contains the checked out appointment for "Client A".
Click [Dismiss].
Navigate to the 'My Calendar' widget.
Refresh the 'My Calendar' widget.
Validate the checked out appointment for "Client A" is displayed.
Select the desired value in the 'Time-Slot Duration' field.
Validate the 'My Calendar' widget displays the checked out appointment for "Client A" using the updated time-slot duration.
Repeat as needed for additional time-slot durations.
Click [Month] and validate the 'Month' view displays as expected and contains the checked out appointment for "Client A".
Validate "Day A" displays as expected.
Click [Week] and validate the 'Week' view displays as expected and contains the checked out appointment for "Client A".
Click [List] and validate the 'List' view displays as expected and contains the checked out appointment for "Client A".
Click [Day] and validate the 'Day' view displays as expected and contains the checked out appointment for "Client A".
Validate a calendar icon is displayed for date selection.
Click on the [Calendar] icon.
Select the desired date.
Validate the 'My Calendar' widget displays the selected date.
Click [today].
Validate the 'My Calendar' widget displays today's date.
Click on the [Calendar] icon.
Validate today's date is highlighted/selected.
Select the desired date.
Validate the 'My Calendar' widget displays the selected date.

Topics

• All Documents Widget • NX • Scheduling Calendar • Widgets

AV-73250 Summary | Details

Avatar NX - Bed Management

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Bed Management
Crystal Report Viewer
Registry Settings (PM)
Admission

Scenario 1: Bed Management - Validate client's bed assignment after switching beds

Specific Setup:

Registry Settings:
The 'Enable Console Widgets/Views' registry setting is set to "Y" to add the 'Site' tab to the 'Client & Staff' widget. Please note: To see the changes effected by this setting, user must log out of Avatar and re-launch a new Avatar session, and login.
Admission:
An existing inpatient client is identified or a new client is added in the inpatient program. Note the Unit, room and the bed assigned to the client.

Steps

Open the "Bed Management" form.
Select a unit from the "Unit" drop down list.
Select a room from the "Room" drop down list.
Click [Bed Management].
Click any data row and click [Switch].
Click another data row to switch beds.
Click [Switch] at the bottom right of the form.
Confirm the switch filed successfully.
Click [Close].
Click [Print Current Bed Status Report].
Verify the client is removed from the previous bed and be put in the new bed.
Click [X].
Click [Close Form].
Locate the 'My Clients' ('Clients & Staff') widget.
Click on the "Site" tab of the 'My Clients' ('Clients & Staff') widget.
Select the "Unit" radio button.
Enter the name of "Unit" defined on the system that has client assigned to it.
Verify correct clients are displayed in the widget under selected unit.
Open the 'Current Unit Census' form.
Select "Individual" in the 'For Individual Unit Or All' field to generate the report for desired unit the client is admitted to in the facility.
Click [Process].
Verify the report displays admissions, discharges, and transfers for the unit on the date the report is run.
Activity report - Activity in the unit over the past 24 hours.
Current Unit Census report - Current unit client population.
Census Summary Totals report - Current summaries for a unit.
Click [Dismiss].
Click [Yes] on 'Form Return' message.
Select "All" in the 'For Individual Unit Or All' field to generate the report for desired unit the client is admitted to in the facility.
Click [Process].
Verify the report displays admissions, discharges, and transfers for the unit on the date the report is run.
Activity report - Activity in the unit over the past 24 hours.
Current Unit Census report - Verify the client will be removed from the previous unit/room/ bed and be put in the new unit/room/bed.
Census Summary Totals report - Current summaries for a unit.
Click [Dismiss].
Click [No] on 'Form Return' message.

Scenario 2: Bed Management - validate the 'Specify Gender in Bed Management' registry setting

Specific Setup:

The 'Specify Gender in Bed Management' registry setting must be disabled.
The 'Room Sex Validation' registry setting must be set to "N".
There must be three clients admitted in inpatient episodes:
One is a female (Client A).
One is a male (Client B).
One has an unknown gender (Client C).

Steps

Access the 'Bed Management' form.
Click [Bed Management].
Click [Search].
Validate the 'Search' panel displays.
Enter "Client A" in the 'Client' field.
Click [Search].
Validate the results display and double click on "Client A".
Validate "Client A" is grey.
Click [Close], [Close], and [Discard].
Access the 'Registry Settings' form.
Enter "Specify gender in bed" in the 'Limit Registry Settings to the Following Search Criteria' field.
Select "Yes" in the 'Include Hidden Registry Settings' field.
Click [View Registry Settings].
Enter "Y" in the 'Registry Setting Value' field.
Click [Submit].
Validate a 'Registry Editor Filing' dialog and click [OK].
Validate a 'Form Return' dialog and click [No].
Logout.
Login.
Access the 'Bed Management' form.
Click [Bed Management].
Click [Search].
Validate the 'Search' panel displays.
Enter "Client A" in the 'Client' field.
Click [Search].
Validate the results display and double click on "Client A".
Validate "Client A" is pink.
Click "Search" in the bottom left corner.
Enter "Client B" in the 'Client' field.
Click [Search].
Validate the results display and double click on "Client B".
Validate "Client B" is blue.
Click "Search" in the bottom left corner.
Enter "Client C" in the 'Client' field.
Click [Search].
Validate the results display and double click on "Client C".
Validate "Client C" is grey.
Click [Close], [Close], and [Discard].

Scenario 3: Bed Management - Validate 'Switch' functionality when there is a Reservation

Specific Setup:

A client must be admitted into an existing inpatient episode (Client A).
A client must be admitted into an existing inpatient episode (Client B).
"Client B" is assigned to Bed A in Room A in Unit A.
"Room A" must have available beds (this may be done using the 'Maintain Hospital Bed File' form).

Steps

Access the 'Bed Management' form.
Select "Unit A" in the 'Unit' field.
Select "Room A" in the 'Room' field.
Click [Bed Management].
Select an available bed (Bed B).
Click [Reserve].
Enter "Client A" in the 'Client' field and click [Search].
Click "Client A"
Click [Select].
Select "Standard Priority" from the 'Priority' field.
Click [Submit].
Validate the reservation displays for "Client A".
Validate "Client B" also displays in "Room A".
Close the form.
Access the 'Admission' form.
Populate all required fields for "Client C".
Click [Inpatient/Partial/Day Treatment].
Select "Unit A" from the 'Unit' field.
Select "Room A" from the 'Room' field.
Select "B" from the 'Bed' field.
Enter any value in the 'Room And Board Billing Code' field.
Click [Submit].
Access the 'Bed Management' form.
Select "Unit A" in the 'Unit' field.
Select "Room A" in the 'Room' field.
Click [Bed Management].
Validate the reservation for "Client A" displays for "Bed B"
Hover over "Bed B" and validate the "Client C's" assignment also displays.
Select "Bed B"
Click [Switch].
Select "Bed A".
Click [Switch].
Validate "Client C" is now in "Bed A"
Validate "Bed B" contains "Client A's" reservation and "Client B's" assignment.
Close the form.

Scenario 4: Bed Management - Validate the 'Room Sex Validation' registry setting

Specific Setup:

The 'Room Sex Validation' registry setting must be set to "N".
The 'Specify Gender in Bed Management' registry setting must be enabled.
There must be three clients:
A male client must be admitted in an inpatient episode (Client A).
A female client must be admitted in an inpatient episode (Client B).
A client with an unknown sex must be admitted in an inpatient episode (Client C).
"Client A", "Client B", and "Client C" are all admitted into the same unit and room (Room A).
A new room containing three beds must be created using the 'Maintain Hospital Bed File' form (Room B).

Steps

Access the 'Registry Settings' form.
Enter "Room sex validation" in the 'Limit Registry Settings to the Following Search Criteria' field.
Select "Yes" in the 'Include Hidden Registry Settings' field.
Click [View Registry Settings].
Enter "E" in the 'Registry Setting Value' field.
Click [Submit].
Validate a 'Registry Editor Filing' dialog and click [OK] and [No].
Logout and back in.
Access the 'Bed Management' form.
Select "Unit A" in the 'Unit' field.
Click [Bed Management].
Expand [Room A].
Select "Client A" and click [Switch].
Select an open bed in "Room B" and click [Switch].
Validate "Room B" is now blue and contains "Client A".
Select "Client B" and click [Switch].
Select an open bed in "Room B" and click [Switch].
Validate a 'Bed Switch Error' dialog stating: "Client is a female but there are patients in this room that are not. Select a different room." and click [OK].
Select "Client C" and click [Switch].
Select an open bed in "Room B" and click [Switch].
Validate a 'Bed Switch Error' dialog stating: "Client is a unknown but there are patients in this room that are not. Select a different room." and click [OK].
Validate "Room B" only contains "Client A".
Close the form.
Access the 'Registry Settings' form.
Enter "Room sex validation" in the 'Limit Registry Settings to the Following Search Criteria' field.
Select "Yes" in the 'Include Hidden Registry Settings' field.
Click [View Registry Settings].
Enter "W" in the 'Registry Setting Value' field.
Click [Submit].
Validate a 'Registry Editor Filing' dialog and click [OK] and [No].
Logout and back in.
Access the 'Bed Management' form.
Select "Unit A" in the 'Unit' field.
Click [Bed Management].
Expand [Room A].
Select "Client B" and click [Switch].
Select an open bed in "Room B" and click [Switch].
Validate a 'Room Sex Validation' dialog stating: "Client is a female but there are patients in this room that are not. Do you wish to continue?" and click [OK].
Validate "Room B" is no longer blue and contains "Client A" and "Client B".
Close the form.
Access the 'Registry Settings' form.
Enter "Room sex validation" in the 'Limit Registry Settings to the Following Search Criteria' field.
Select "Yes" in the 'Include Hidden Registry Settings' field.
Click [View Registry Settings].
Enter "N" in the 'Registry Setting Value' field.
Click [Submit].
Validate a 'Registry Editor Filing' dialog and click [OK] and [No].
Logout and back in.
Access the 'Bed Management' form.
Select "Unit A" in the 'Unit' field.
Click [Bed Management].
Expand [Room A].
Select "Client C" and click [Switch].
Select an open bed in "Room B" and click [Switch].
Validate "Room B" contains "Client A", "Client B", and "Client C".
Close the form.

Topics

• Admission • Bed Management • Current Unit Census • Maintain Hospital Bed File • NX • Registry Settings

AV-79889 Summary | Details

OE NX - Dietary-Oral orders - 'Additional Order Details' during Copy/Modify

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Dictionary Update (CWS)
Order Entry Console
Orders This Episode

Scenario 1: OE NX - Validate that 'Additional Order Details' come over when copying a dietary-oral order and administer in eMAR

Specific Setup:

A dietary-oral-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

Select 'Client A' and access the Order Entry Console.
Search for and select "Order Code A" in the 'New Order' field.
Click [Additional Order Details].
Select "Low Sodium" and "Low Sugar" in the 'Diet Restrictions' field.
Click [New Row].
Select "Glucerna" in the 'Diet Supplement' cell.
Set the 'Portion' cell to "1".
Select all values in the 'Days of the Week' cell.
Select all values in the 'Meal Periods' cell.
Select "Routine" in the 'Routine or PRN' cell.
Enter any value into the 'Comments' cell. (ex. if meal is not fully eaten give the client a shake.)
Click [Save].
Select "As Needed" in the 'Frequency' field.
Enter "28" in the 'Duration' field and click [Days].
Click [Add to Scratchpad].
Validate the 'Diet Restrictions' are displayed in the 'Scratchpad'.
Click [Sign].
Validate that the 'Order grid' contains an order for "Order Code A Restrictions: Low Sodium // Low Sugar As Needed"
Select the order and click [Copy].
Click [Additional Order Details].
Validate that "Low Sodium" and "Low Sugar" are selected in the 'Diet Restrictions' field.
Validate that a 'Diet Supplement' of "Glucerna" is displayed.
Validate "1" is displayed in the 'Portion' cell.
Validate that all 'Day of the Week' are selected.
Validate that all 'Meal Periods' are selected.
Validate that "Routine" is displayed in the 'Routine or PRN' cell.
Validate that 'Comments' are displayed.
Click [Save] and [Add to Scratchpad].
Validate the order is displayed in the 'Scratchpad' with 'Restrictions'.
Select the order in the 'Scratchpad'.
Click [Additional Order Details] and click [Save].
Click [Update Order].
Validate the order is displayed in the 'Scratchpad' with 'Restrictions'.
Click [Sign].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Order grid' contains two orders for "Order Code A" with 'Diet Restrictions'.

Scenario 2: OE NX - Validate that 'Additional Order Details' comes over when modifying and reordering a dietary-oral order.

Specific Setup:

A dietary-oral-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

Select 'Client A' and access the Order Entry Console.
Search for and select "Order Code A" in the 'New Order' field.
Click [Additional Order Details].
Select "Low Sodium" and "Low Sugar" in the 'Diet Restrictions' field.
Click [New Row].
Select "Glucerna" in the 'Diet Supplement' cell.
Set the 'Portion' cell to "1".
Select all values in the 'Days of the Week' cell.
Select all values in the 'Meal Periods' cell.
Select "Routine" in the 'Routine or PRN' cell.
Enter any value into the 'Comments' cell. (ex. if meal is not fully eaten give the client a shake.)
Click [Save].
Select "As Needed" in the 'Frequency' field.
Enter "30" in the 'Duration' field and click [Days].
Click [Add to Scratchpad].
Validate the 'Diet Restrictions' are displayed in the 'Scratchpad'.
Click [Sign].
Validate that the 'Order grid' contains an order for "Order Code A Restrictions: Low Sodium // Low Sugar As Needed"
Select the order and click [Modify].
Click [Additional Order Details].
Validate that "Low Sodium" and "Low Sugar" are selected in the 'Diet Restrictions' field.
Select any other value in the 'Diet Restrictions' field.
Validate that a 'Diet Supplement' of "Glucerna" is displayed.
Validate "1" is displayed in the 'Portion' cell.
Validate that all 'Day of the Week' are selected.
Validate that all 'Meal Periods' are selected.
Validate that "Routine" is displayed in the 'Routine or PRN' cell.
Validate that 'Comments' are displayed and click [Save].
Set the 'Duration' field to "28" and press Tab.
Validate that [Days] is selected.
Set the 'Start Date' to a date that is 25 days in the past.
Click [Add to Scratchpad].
Validate the order is displayed in the 'Scratchpad' with all 3 restrictions and click [Sign].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Order grid' contains an order for "Order Code A" with 3 'Diet Restrictions' and "Active No Renew - Use Reorder" in the 'Order Status' column.
Select the order and click [Reorder].
Click [Additional Order Details] and click [Save].
Click [Add to Scratchpad].
Validate the 'Scratchpad' contains the order for "Order Code A" with 3 'Restrictions' and an 'Action' of "REORDER".
Click [Sign].
Validate the 'Order grid' contains 2 orders for "Order Code A" with 3 'Diet Restrictions' and one has an 'Order Status' of "Active" and the other an 'Order Status' of "Active No Renew Use Reorder".

Topics

• NX • Order Entry Console

AV-81409 Summary | Details

Order Entry Console - Dispense Qty with a value of "0"

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Orders This Episode
Home Medications

Scenario 1: OE NX - Orders This Episode - 'Dispense Qty' set to "0"

Specific Setup:

A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "ADVIL 200 MG TABLET ORAL" from the 'New order' field.
Set the 'Dose' field to "1".
Validate the 'Dose Unit' field contains "Tablet".
Set the 'Freq' field to "3 TIMES A DAY".
Set the 'Duration' field to "11" and click [Days].
Validate the 'Days Supply' field contains "11".
Validate the 'Dispense Qty' field contains "33".
Set the 'Dispense Qty' to "0".
Select "Tablet" in the 'Dispense Qty Unit' field.
Validate the 'Direction' field contains "Take one (1) capsule by mouth three times a day".
Click [Add to Scratchpad] and [Final Review].
Validate an 'Interactions' dialog may be displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed.
Validate the 'Order Details' contains a 'Dispense Quantity' of "0 Tablet", select "None" in 'Output' and click [Sign].Validate the 'Order grid' contains the order.

Scenario 2: OE NX - Home Medications - 'Dispense Qty' set to "0"

Specific Setup:

The 'Default to Client Reported' checkbox must be checked in the 'Order Entry User Definition' form for the logged in user.
Please log out of the application and log back in after completing the above configuration.
A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Click the 'Home Medications' tab.
Uncheck the 'Reported' checkbox.
Search for and select "PriLOSEC 10 MG, Capsule, Delayed Release, Oral Capsule" from the 'New order' field.
Set the 'Dose' field to "1".
Validate the 'Dose Unit' field contains "Capsule".
Set the 'Frequency' field to "3 TIMES A DAY".
Set the 'Days Supply' field to "11" and press Tab.
Validate the 'Dispense Qty' field contains "33".
Set the 'Dispense Qty' to "0".
Validate the 'Direction' field contains "Take one (1) capsule by mouth three times a day".
Click [Add to Scratchpad] and [Final Review].
Validate the 'Final Review' dialog is displayed.
Validate the 'Order Details' contains 'Dispense Qty' as "0 Capsule".
Select "None" in 'Output' and click [Sign].
Validate the 'Order grid' contains an order for "PriLOSEC 10 MG ORAL Capsule, Delayed Release Take one (1) capsule by mouth three times a day (Refills: 0, Disp. Qty: 0 Capsule)".

Scenario 3: OE NX - Admission Med Reconciliation - 'Dispense Qty' set to "0"

Specific Setup:

A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "ADVIL 200 MG TABLET ORAL" from the 'New order' field.
Set the 'Dose' field to "1".
Validate the 'Dose Unit' field contains "Tablet".
Set the 'Frequency' field to "3 TIMES A DAY".
Set the 'Duration' field to "11" and click [Days].
Validate the 'Days Supply' field to "11" and press Tab.
Validate the 'Dispense Qty' field contains "33".
Set the 'Dispense Qty' to "0".
Select "Tablet" in the 'Dispense Qty Unit' field.
Validate the 'Direction' field contains "Take one (1) capsule by mouth three times a day".
Click [Add to Scratchpad] and [Final Review].
An 'Interactions' dialog may be displayed.
Override all Interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog contains all order details pertaining to the order in the 'Order Details' column and that 'Dispense Qty' contains "0 Tablet".
Select "None" in 'Output' and click [Sign].
Validate the 'Order grid' contains the order.
Access the 'Home Medications' tab.
Check the 'No Known Medications' checkbox.
Check the 'Medication history reviewed and completed for Episode #1' checkbox.
Access the 'Admission Reconciliation' tab.
Validate the 'Inpatient Medications Scratchpad' contains the order for "ADVIL 200 MG TABLET ORAL".
Select the order and click [Modify].
Validate the 'Days Supply' field contains "11".
Validate the 'Dispense Qty' field contains "33".
Set the 'Dispense Qty' field to "0".
Select "Tablet" in the 'Dispense Qty Unit' field.
Click [Update Order].
Search for and select "Lisinopril 10 MG Tablet ORAL" from the 'New order' field.
Set the 'Dose' field to "1".
Validate the 'Dose Unit' field contains "Tablet".
Set the 'Frequency' field to "3 TIMES A DAY".
Set the 'Duration' field to "11" and click [Days].
Validate the 'Days Supply' field contains "11".
Validate the 'Dispense Qty' field contains "33".
Set the 'Dispense Qty' field to "0".
Select "Tablet" from the 'Dispense Quantity Unit' field.
Click [Add to Scratchpad] and [Reconcile & Review].
An 'Interactions' dialog may be displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed.
Validate that both rows contains complete order details pertaining to each order in the 'Order Details' column and that 'Dispense Qty' contains "0 Tablet" for both orders.
Select "None" in 'Output' for both orders and click [Sign].
Validate the 'Admission Med Reconciliation' tab is in view-only mode.

Scenario 4: OE NX - Discharge Med Reconciliation - 'Dispense Qty' set to "0"

Specific Setup:

A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Click the 'Home Medications' tab.
Uncheck the 'Reported' checkbox.
Search for and select "Advil 200 MG Oral Tablet" in the 'New order' field.
Set the 'Dose' field to "1".
Validate the 'Dose Unit' field contains "Tablet".
Set the 'Frequency' field to "3 TIMES A DAY".
Set the 'Days Supply' field to "28" and press Tab.
Validate the 'Dispense Qty' field contains "84".
Set the 'Dispense Qty' to "0".
Validate the 'Direction' field contains "Take one (1) tablet by mouth three times a day".
Click [Add to Scratchpad] and [Final Review].
Validate the 'Final Review' dialog is displayed.
Validate the 'Order Details' column contains all of the details pertaining to the order and that the 'Dispense Qty' contains "0 Tablet".
Select "None" in 'Output' and click [Sign].
Validate the 'Order grid' contains an order for "Advil 200 MG ORAL Tablet Take one (1) tablet by mouth three times a day (Refills: 0, Disp. Qty: 0 Tablet)".
Click the 'Discharge Reconciliation' tab.
Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Advil 200 MG ORAL Tablet Take one (1) tablet by mouth three times a day (Refills: 0, Disp. Qty: 0 Tablet)".
Select the order and click [Reorder/Modify].
Validate the 'Days Supply' field contains "28".
Set the 'Dispense Qty' field to "0" and click [Update Order].
Search for and select "PriLOSEC 10 MG Oral Capsule, Delayed Release" from the 'New order' field.
Set the 'Dose' field to "1".
Validate the 'Dose Unit' field contains "Capsule".
Set the 'Frequency' field to "3 TIMES A DAY".
Set the 'Days Supply' field to "28" and press Tab.
Set the 'Dispense Qty' to "0".
Validate the 'Direction' field contains "Take one (1) capsule by mouth three times a day".
Click [Add to Scratchpad].
Set the 'Dispense Days Supply Inhouse Pharmacy' to "8".
Click [Review and Sign].
Validate that the 'Final Review' dialog is displayed.
Validate that both orders contains all order details in the 'Order Details' column and that order 1 contains a 'Dispense Qty' of "0 Tablet" and that order 2 contains a 'Dispense Qty' of "0 Capsule".
Select "None" for both orders in 'Output' and click [Sign].
Validate the 'Discharge Med Reconciliation' tab is in view-only mode.

Topics

• NX • Order Entry Console

AV-81506 Summary | Details

Modeled Form - Event Logic.

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Routine Health Monitoring

Scenario 1: User Modeled Form - Validate event logic in user modeled forms

Specific Setup:

A modeled form (Form A) is defined with the following fields:
First form section contains:
'Date' field
'Time' field
Multi-select dictionary field (Field A) with a value that has event logic to enable other fields when selected (Value A).
Second form section contains:
'Start Time' field that becomes enabled/required when "Value A" is selected
'End Time' field that becomes enabled/required when "Value A" is selected
A client is enrolled in an existing episode (Client A).

Steps

Select "Client A" and access "Form A".
Enter the desired date in the 'Date' field.
Enter the desired time in the 'Time' field.
Select "Value A" in "Field A".
Navigate to the second form section.
Validate the 'Start Time' field is enabled and required.
Enter the desired value in the 'Start Time' field.
Validate the 'End Time' field is enabled and required.
Enter the desired value in the 'End Time' field.
Populate any other required and desired fields.
Click [Submit].
Select "Client A" and access "Form A".
Select the record filed in the previous steps and click [Edit].
Validate all previously filed data is displayed.
Close the form.

Topics

• Modeling • NX

AV-81704 Summary | Details

Avatar NX - Clinical Document Viewer

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Clinical Document Viewer
Staff Document Capture

Scenario 1: 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

Access "Form A".
Select "Practitioner A" in the 'Select Staff' field.
Populate the fields.
Select "Final" from the "Draft/Final" field.
Validate a dialog stating: "Selecting "Final" prevents future edits." and click [OK].
Click [Submit].
Validate the "Confirm Document" dialog contains the expected data.
Click [Sign].
Enter the associated password and click [Verify].
Validate the form closes.
Access the 'Clinical Document Viewer' form.
Select "Staff" from the 'Select Type:' field.
Select "Individual" from the 'Select All or Individual Staff' field.
Select "Practitioner A" in the 'Select Staff' field.
Click [Process].
Locate and select the document that was saved in the previous steps.
Click [View].
Validate the document displays as expected.
Click [Search].
Enter the current date in the 'Start:' and 'End:' fields.
Click [Process].
Validate the expected results display.
Click [Search].
Enter a date prior to the current date in the 'Start:' and 'End:' fields.
Click [Process].
Validate no results display.
Click [Search] and [Close].

Scenario 2: Staff Document Capture - Validation

Specific Setup:

Perceptive storage method must be utilized.
There must be a practitioner defined (Practitioner A).
A document must exist for import.

Steps

Access the 'Staff Document Capture' form.
Enter "Practitioner A" in the 'Staff ID' field.
Click [Launch POS Capture].
Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?"
Click [Import].
Validate the 'Document Capture' opens in a new window.
Select any value in the 'Document Type' field.
Enter any value in the 'Document Description' field.
Click [Capture] and [Browse].
Locate the file to be imported and click [Open] and [Done].
Validate the image displays.
Click [Save].
Validate a message stating: "Save Was Successful." and "Document Added to Avatar!"
Access the 'Clinical Document Viewer' form.
Select "Staff" in the 'Select Type' field.
Select "Individual" in the 'Select All or Individual Staff' field.
Select "Practitioner A" in the 'Select Staff' field.
Click [Process].
Locate and select the document that was saved in the previous steps.
Validate the image displays.
Click [Close All Documents], [Search] and [Close].
Navigate back to the open 'Staff Document Capture' form.
Click [Launch POS Capture].
Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?"
Click [Import].
Validate a second document capture window opens.
Navigate back to the open 'Staff Document Capture' form.
Click [Discard].
Validate the document capture windows close and the form discards.

Scenario 3: Undocked 'Staff Document Capture'

Specific Setup:

There must be a practitioner defined (Practitioner A).
A document must exist for import.

Steps

Access the undocked 'Staff Document Capture' form.
Validate the form opens in a new window.
Enter "Practitioner A" in the 'Staff ID' field.
Click [Launch POS Capture].
Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?"
Click [Import].
Validate the 'Document Capture' opens in a new window.
Select any value in the 'Document Type' field.
Enter any value in the 'Document Description' field.
Click [Capture] and [Browse].
Locate the file to be imported and click [Open] and [Done].
Validate the image displays.
Click [Save].
Validate a message stating: "Save Was Successful." and "Document Added to Avatar!"
Access the 'Clinical Document Viewer' form.
Select "Staff" in the 'Select Type' field.
Select "Individual" in the 'Select All or Individual Staff' field.
Select "Practitioner A" in the 'Select Staff' field.
Click [Process].
Locate and select the document that was saved in the previous steps.
Validate the image displays.
Click [Close All Documents], [Search] and [Close].
Navigate back to the undocked 'Staff Document Capture' form.
Click [Launch POS Capture].
Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?"
Click [Import].
Validate a second document capture window opens.
Select any value in the 'Document Type' field.
Enter any value in the 'Document Description' field.
Click [Capture] and [Browse].
Locate the file to be imported and click [Open] and [Done].
Validate the image displays.
Click [Save].
Validate a message stating: "Save Was Successful." and "Document Added to Avatar!"
Access the 'Clinical Document Viewer' form.
Select "Staff" in the 'Select Type' field.
Select "Individual" in the 'Select All or Individual Staff' field.
Select "Practitioner A" in the 'Select Staff' field.
Click [Process].
Locate and select the document that was saved in the previous steps.
Validate the image displays.
Click [Close All Documents], [Search] and [Close].
Navigate back to the undocked 'Staff Document Capture' form.
Click [Discard].
Validate the document capture windows close and the form discards.

Topics

• Document Routing • Modeling • NX

AV-81715 Summary | Details

Avatar NX - Form Bundles

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Append Progress Notes
Diagnosis
Next Of Kin
Admission (Outpatient)
Admission Referral Information
Form Bundler (PM)

Scenario 1: Form Bundler: Create and File a New Sequential Bundle

Specific Setup:

User must have access to the form 'Form Bundler' in 'User Definition'.
A client must be admitted to an active episode (Client A).

Steps

Access the 'Form Bundler' form.
Validate a "Form Bundler" dialog is displayed stating: Edit Existing Form Bundle or Create New Form Bundle.
Click [Create New] and [Print Current Menu].
Validate a "Form Bundler" menu is displayed.
Click [Dismiss].
Enter any value (Form Bundle A) in the 'Form Bundle Description' field.
Select "Sequential" from the 'Type of Bundle' field.
Select any value from the 'Menu to Place Form Bundle Under' field.
Select the 'Included Forms' tab.
Click [Add New Item].
Select any value (ex. 'Call Intake') from the 'Form' field.
Click [Add New Item].
Select any value of the same entity database as the one selected in the previous step (ex. 'Assign Permanent MR#') from the 'Form' field.
Click [Submit].
Access the 'Display Form Bundle' form.
Select "All" from the 'Individual or All Form Bundles' field.
Click [Process].
Validate a Display Form Bundle report is displayed
Validate the report displays "Form Bundle A".
Click [Dismiss].
Validate a "Form Return" dialog is displayed stating: Processing report has completed. Do you wish to return to form?
Click [No].
Select "Client A" and access the form bundle.
Select any value from the 'Select Episode' field.
Click [Add].
Validate that the first form in the bundle opens.
Complete the required fields and click [Submit].
Validate that the next form in the bundle opens for "Client A" with the episode that was selected upon entering the first form of the bundle.
Click [Add]
Complete the required fields and click [Submit].
Validate that the next form in the bundle opens for "Client A" with the episode that was selected upon entering the first form of the bundle
Click [Add]
Complete the required fields and click [Submit].
Compete each of the remaining forms in the bundle and click [Submit].
Validate each form files successfully.

Scenario 2: Quick Links - validate quick links when a form is bundled

Specific Setup:

A sequential form bundle must be set up in 'Form Bundler' using the 'Diagnosis' and 'Append Progress Notes' form with Action on 'Stop Entry' of "Continue to Next Form" (Bundle A).
The 'Diagnosis' form has a quick link defined in 'Form Designer'. The following quick link is defined: 'Next Of Kin'.
A client is enrolled in an existing episode (Client A).

Steps

Select "Client A" and access "Bundle A".
Validate the 'Diagnosis' form is displayed.
Validate the 'Next Of Kin' quick link is displayed.
Click [Discard].
Validate the 'Append Progress Notes' form is displayed.
Click [Discard].
Select "Client A" and access "Bundle A".
Validate the 'Diagnosis' form is displayed.
Validate the 'Next Of Kin' quick link is displayed.
Click [Next Of Kin].
Validate the 'Next Of Kin' form is displayed.
Click [Discard].
Validate the 'myDay' view is displayed.
Validate there is a tab for "Client A" displaying the two forms in the bundle.
Click [1: Diagnosis].
Validate the 'Diagnosis' form is displayed.
Click [Discard].
Validate the 'Append Progress Notes' form is displayed.
Click [Discard].

Scenario 3: NX - Admission Form Bundle (Simultaneous)

Specific Setup:

A sequential form bundle must be set up in 'Form Bundler' using the 'Admission (Outpatient)' and 'Admission Referral Information' form with Action on 'Stop Entry' of "Exit Back to Menu" (Admission with Referral).
A client must be enrolled in an existing episode (Client A).
A user must be logged in (User A).

Steps

Access the 'Form Bundler' form.
Validate a 'Form Bundler' dialog stating: "Edit Existing Form Bundle or Create New Form Bundle"
Click [Edit Existing].
Select "Admission with Referral" in the 'Existing Form Bundles' field.
Click [OK].
Select "Simultaneous" in the 'Type of Bundle' field.
Validate a 'Confirm' dialog stating: "This bundle contains an admission form. The user will be prevented from entering any other forms within this bundle until the admission form has been completed." and click [OK].
Submit the form and log out.
Login as "User A".
Select "Client A" and access the 'Admission with Referral' bundle.
Validate the 'Admission (Outpatient)' pre-display and click [Add].
Validate the 'Admission (Outpatient)' form displays as expected.
Click [Discard].
Validate the user is taken back to their myDay view and no errors display.
Validate the form tab displays.
Click [Close All Open Forms].
Validate a 'Confirm' dialog stating: "Are you sure you want to close all open forms?" and click [Yes].
With "Client A" selected, access the 'Admission with Referral' bundle.
Validate the 'Admission (Outpatient)' pre-display and click [Add].
Validate the 'Admission (Outpatient)' form displays as expected.
Populate all required and desired fields.
Click [Submit].
Validate the 'Admission Referral Information' form displays.
Populate the desired fields and submit.
Validate the user is taken back to their myDay view.
Validate the 'Header Episode' field contains the new episode.
Clear the client.

Topics

• Admission • Form Bundles • NX

AV-82373 Summary | Details

Avatar NX - "Close all Open Forms" button

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: Undocked Forms - Validate the "Close all Open Forms" functionality

Steps

Access the undocked 'Progress Notes (Group and Individual)' form.
Validate the undocked 'Progress Notes (Group and Individual)' form is displayed.
Navigate back to the myDay view.
Click [Close all Open Forms] in the 'Control Panel'.
Validate a message is displayed stating: Are you sure you want to close all open forms?
Click [No].
Validate the undocked 'Progress Notes (Group and Individual)' form remains open.
Click [Close all Open Forms] in the 'Control Panel'.
Validate a message is displayed stating: Are you sure you want to close all open forms?
Click [Yes].
Validate the undocked 'Progress Notes (Group and Individual)' form closes, as expected.

Scenario 2: Docked Forms - Validate the "Close all Open Forms" functionality

Steps

Access the 'Progress Notes (Group and Individual)' form.
Validate the 'Progress Notes (Group and Individual)' form is displayed.
Click [Close all Open Forms] in the 'Control Panel'.
Validate a message is displayed stating: Are you sure you want to close all open forms?
Click [No].
Validate the 'Progress Notes (Group and Individual)' form remains open.
Click [Close all Open Forms] in the 'Control Panel'.
Validate a message is displayed stating: Are you sure you want to close all open forms?
Click [Yes].
Validate the 'Progress Notes (Group and Individual)' form closes, as expected.

Topics

• Forms • NX

AV-83036 Summary | Details

Avatar NX - Scheduling Calendar

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Scheduling Calendar

Scenario 1: Scheduling Calendar - Drag and drop appointments

Specific Setup:

A client must be enrolled in an existing episode and have an appointment scheduled (Client A).

Steps

Access the 'Scheduling Calendar' form.
Validate the 'Appointment Grid' contains the appointment for "Client A".
Select the appointment for "Client A" and drag and drop it to any other available time.
Validate the appointment moves in five minute intervals.
Validate the 'Appointment Grid' contains the appointment for "Client A" in the new time slot.
Increase the zoom to "20".
Select the appointment for "Client A" and drag and drop it to any other available time.
Validate the appointment moves in five minute intervals.
Validate the 'Appointment Grid' contains the appointment for "Client A" in the new time slot.
Increase the zoom to "15".
Select the appointment for "Client A" and drag and drop it to any other available time.
Validate the appointment moves in five minute intervals.
Validate the 'Appointment Grid' contains the appointment for "Client A" in the new time slot.
Increase the zoom to "10".
Select the appointment for "Client A" and drag and drop it to any other available time.
Validate the appointment moves in five minute intervals.
Validate the 'Appointment Grid' contains the appointment for "Client A" in the new time slot.
Increase the zoom to "5".
Select the appointment for "Client A" and drag and drop it to any other available time.
Validate the appointment moves in five minute intervals.
Validate the 'Appointment Grid' contains the appointment for "Client A" in the new time slot.
Select the appointment for "Client A" and resize it, extending the duration of the appointment.
Validate the 'Appointment Grid' contains the appointment for "Client A" with the new duration.
Click [Dismiss].

Scenario 2: Scheduling Calendar (undocked) - Validate auto refresh

Specific Setup:

Must have a user (User A) with an associated practitioner (Practitioner A).
"User A" must have visibility to two other practitioners with hours (Practitioner B and Practitioner C).
"User A" must be logged into two separate Avatar NX sessions (Session A and Session B).
A client must be enrolled in an existing episode and have an appointment scheduled with "Practitioner A" for the current day (Client A).

Steps

In "Session A" launch the 'Scheduling Calendar'.
Validate the 'Appointment Grid' contains the appointment for "Client A".
Click [Day].
Validate the calendar displays as expected with the practitioners listed above.
In "Session B" launch the 'Scheduling Calendar'.
Validate the 'Appointment Grid' contains the appointment for "Client A".
Click [Week].
Validate the calendar displays as expected with the practitioners listed above.
Select the appointment for "Client A" and drag and drop it to any other available time.
Validate the 'Appointment Grid' contains the appointment for "Client A" in the new time slot.
Validate "Session A" displays the appointment in the new time slot.
Resize the appointment for "Client A".
Validate "Session A" displays the appointment with the updated duration.
Right click the appointment and select "Delete".
Validate a 'Delete Appointment' dialog stating: "Are you sure?" and click [Yes].
Validate the appointment no longer displays in either session.
In "Session A" right click an open time slot and select "Add Appointment".
Validate the 'Appointment Details' form displays.
Enter and select "Client A" in the 'Client' field.
Enter and select "Practitioner B" in the 'First Co-Practitioner' field.
Enter and select "Practitioner C" in the 'Second Co-Practitioner' field.
Populate all required and desired fields.
Click [Submit].
Validate the 'Appointment Grid' contains the appointment for "Client A" in both sessions.

Topics

• NX • Scheduling Calendar

AV-83086 Summary | Details

Avatar NX - Document Routing

Scenario 1: '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).
A copy of the 'Progress Notes (Group and Individual)' form is defined and named as 'Mental Health Progress Note'.
Document routing must be enabled for the 'Mental Health Progress Note' form.
The logged in user must have a 'Default Supervisor' in the 'Document Routing' section of the 'User Definition' form (Supervisor A).

Steps

Select "Client A" and access the 'Mental Health Progress Note' form.
Select any value in the 'Progress Note For' field.
Select any value in the 'Note Type' field.
Select any value in the 'Evidence-Based Practices' field.
Populate all required and desired fields.
Select "Draft" in the 'Draft/Final' field.
Click [File Note].
Validate a 'Progress Notes' dialog stating "Note Filed." and click [OK].
Close the form.
Select "Client A" and access the 'Mental Health Progress Note' form.
Select the entry from the previous steps in the 'Select Draft Note To Edit' field.
Select "Treatment Plan" in the 'Select Treatment Plan Version' field.
Click [Select Goal this Note Addresses].
Select the desired goal and click [Return].
Edit any desired fields.
Select "Final" in the 'Draft/Final' field.
Click [File Note].
Validate a 'Confirm Document' dialog is displayed.
Click [Sign and Route].
Enter the password for the logged in user in the 'Password' field.
Validate the 'Route Document To' dialog is displayed.
Validate "Supervisor A" has defaulted as the approver and is selected.
Validate the [Submit] button is enabled.
Uncheck "Supervisor A" as the approver.
Validate the [Submit] button is disabled.
Select "Supervisor A" as the approver.
Validate the [Submit] button is enabled.
Click [Submit].
Validate a 'Progress Notes' dialog stating "Note Filed." and click [OK].
Close the form.

Topics

• Document Routing • NX • Progress Notes

AV-83182 Summary | Details

Avatar NX - My Favorites

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Admission

Scenario 1: My Favorites - Validate the 'Favorites Editor' functionality

Specific Setup:

The logged in user must have access to the 'Admission' form (User A).
A user modeled form must be defined (Form A).
"User A" has various forms, including "Form A" assigned in their 'My Favorites' menu.

Steps

Open the 'My Favorites' menu.
Validate the menu displays as expected.
Click [Edit Favorites].
Validate the 'Favorites Editor' displays.
Enter and select "Admission" from the 'What can I help you find?' field.
Validate the 'Admission' form displays in the list.
Find "Form A" in the list and click [Edit].
Enter "Form A Edit" and click [Save].
Validate the "Form A Edit" displays in the list and click [Save].
Open the 'My Favorites' menu.
Click [Admission].
Enter the desired values and click [Search].
Click [New Client].
Populate all required fields for the new client and click [Submit].
Open the 'My Favorites' menu.
Click [Admission - Undocked].
Validate the 'Admission' pre-display opens undocked for the newly admitted client.
Click [Cancel].
Open the 'My Favorites' menu.
Click [Form A Edit].
Validate the form displays as expected.
Close the form.
Logout.
Login as "User A".
Open the 'My Favorites' menu.
Validate the menu displays as expected.
Click [Edit Favorites].
Delete the 'Admission' form.
Validate the 'Favorites Editor' dialog does not contain "Admission".
Click [Save].
Open the 'My Favorites' menu.
Validate the menu displays as expected.

Topics

• Admission • My Favorites • NX

AV-84219 Summary | Details

OE NX - Home Medications - Send to Pharmacy

Scenario 1: OE NX - Home Medications - Preferred Pharmacy - DEA Schedule associated with Order Code - Days Supply - Client Information on Final Review - 'Reason' and 'Disp. Qty' in 'Order Details' on 'Order grid'

Specific Setup:

Validate that "Client Reported" is checked in the 'Default to Client Reported in Home Medications' field in the 'Order Entry User Definition' form.
The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Do NOT require 'Days Supply' in the Order Entry Console' registry setting must be set to "HM". This is the default value. Note: This is a Netsmart staff only registry setting, please contact your Netsmart representative to have this setting configured to a different value.
The 'Avatar PM->Client Information->Client Demographics->->->Age Display Format' registry setting must be set to "1", which is to not show a more detailed age.
Please log out of the application and log back in after completing the above configuration.
A frequency code must exist. (Frequency Code A)
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.

Steps

Select "Client A" and access the 'Order Entry Console'.
Select 'Home Medications'.
Validate that "No selected pharmacy" and 'Change' with a search icon is displayed before the OrderConnect links.
Click 'Change'.
Validate that a 'Pharmacy Search' dialog is displayed.
Set the 'Keyword' field to the name of a pharmacy that needs to be searched for.
Ensure that the search criteria reads: Search Within "All" miles of "Patient Home".
Click [Search]
Validate that results are displayed.
Select any pharmacy and click [Select & Make Preferred].
Validate that the value selected now appears before 'Change' in the format of "Pharmacy Name - Address - Phone Number".
Uncheck the 'Client Reported' checkbox.
Set the 'New Order' field to "Xyrem 500 MG/1 ML Solution Oral (Schedule III)".
Set the 'Dose' field to "1".
Validate that the 'Dose Unit' field contains "Milliliter".
Select 'Frequency Code A' from the 'Frequency' field.
Select any value in the 'Diagnosis' field.
Validate that 'Refills' contains "0".
Validate that the 'Days Supply' field is not required and enabled.
Set the 'Days Supply' field to "30"
Validate that the 'Dispense Qty' field contains "30".
Select "Milliliter" in the 'Dispense Qty Unit' field.
Validate that the 'Start Date' contains the current date.
Validate that the 'Stop Date' contains a date that is 30 days in the future of the 'Start Date'.
Validate that the 'Directions' field contains "Take one (1) milliliter by mouth as needed".
Validate that the 'Reason' field is required and enabled.
Enter any value into the 'Reason' field. (ex. To help with withdrawal)
Click [Add to Scratchpad]
Validate that the 'Scratchpad' contains the new order with "ADD" in the 'Action' column.
Validate that 'Order' contains: Xyrem 500 MG/1ML Solution Oral (Schedule III) - Take one (1) milliliter by mouth as needed (Refills: 0, Dispense Quantity: 30)
Click [Final Review]
Validate that the 'Final Review' dialog is displayed.
Validate that 'Client Information' contains:
Name: Last Name, First Name
DOB: ##/##/####
Age: in years
Address: Street, Apt or Suite, City, State, Zip code
Home Phone: ###-###-####
Mobile Phone: ###-###-####
Work Phone: ###-###-####
Height: ## in (Date information was entered)
Weight: ### lbs (Date information was entered)
Validate that 'Order Details' contains a post-it note and that it contains: Xyrem 500 MG/1 ML Solution (Schedule III) - Take one (1) milliliter by mouth as needed - Days Supply: 30 - Number of Refills: 0 - Total # of Rx Fills Approved: 1 - Dispense Quantity: 30 Milliliter - Substitution Allowed - Written Date: [Date the order was written] - Reason: To help with withdrawal
Click [Sign].
Validate that the 'Order grid' contains the order for "Xyrem" with the following in 'Order Details': Xyrem 500 mg/1 ML ORAL Solution (Schedule III) - Take one (1) milliliter by mouth as needed (Refills: 0, Disp. Qty: 30 Milliliter) - Reason: To help with withdrawal.
Click [View] from the 'History' column.
Validate that the fields at the top of the dialog are all populated with the correct information.

Topics

• NX

AV-84274 Summary | Details

Order Entry Console (Admission Med Reconciliation section - no access)

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Order Entry Console
Order Entry User Definition
User Definition

Scenario 1: No access to Orders This Episode, Admission Med Reconciliation, or Discharge Reconciliation when user in 'Order Entry User Definition' is deactivated

Specific Setup:

A user must exist in 'Order Entry User Definition' that has access to all 'Order Types' and all order actions. (User A)
Please log out of the application and log back in after completing the above configuration.
A client must exist that has an active episode. (Client A)
Must be logged in as "User A".

Steps

Select "Client A" and access the Order Entry Console.
Validate that the 'New Order' field is enabled.
Select the 'Home Medications' tab.
Validate that the 'New Order' field is enabled.
Click the 'Admission Med Reconciliation' tab.
Validate that the 'New Order' field is enabled.
Click the 'Discharge Med Reconciliation' tab.
Validate that the 'New Order' field is enabled.
Select 'HomeView' and deselect "Client A".
Access the 'Order Entry User Definition' form for "User A".
Check the 'Deactivate' checkbox and click [Submit].
Validate a message is displayed stating "Order Entry User Definition has completed. Do you wish to return to form?" and click "No".
Log out of the application and log back in as "User A".
Select "Client A" and access the Order Entry Console.
Validate the 'Orders This Episode' tab contains "Widget disabled due to your security settings".
Select the 'Home Medications' tab.
Validate the 'New Order' field is enabled.
Select the 'Admission Med Reconciliation' tab.
Validate that it contains "Widget disabled due to your security settings".
Select the 'Discharge Med Reconciliation' tab.
Validate that it contains "Widget disabled due to your security settings".

Scenario 2: No access to Orders This Episode, Admission Med Reconciliation, or Discharge Reconciliation when a user does not have "Display" checked in 'Order Entry User Definition'.

Specific Setup:

A user must exist in 'Order Entry User Definition' that has access to all 'Order Types' and all order actions. (User A)
Please log out of the application and log back in after completing the above configuration.
A client must exist that has an active episode. (Client A)
Must be logged in as "User A".

Steps

Select "Client A" and access the Order Entry Console.
Validate that the 'New Order' field is enabled.
Select the 'Home Medications' tab.
Validate that the 'New Order' field is enabled.
Click the 'Admission Med Reconciliation' tab.
Validate that the 'New Order' field is enabled.
Click the 'Discharge Med Reconciliation' tab.
Validate that the 'New Order' field is enabled.
Select 'myDay' and click 'Clear Client'.
Access the 'Order Entry User Definition' form for "User A".
Uncheck the 'Display' checkbox in the 'Order Actions Allowed' field.
Validate the 'Order Types Allowed to View' field is disabled and has no values selected.
Click [Submit]
Validate a message is displayed stating "Order Entry User Definition has completed. Do you wish to return to form?" and click "No".
Log out of the application and log back in as "User A".
Select "Client A" and access the Order Entry Console.
Validate the 'Orders This Episode' tab contains "Widget disabled due to your security settings".
Select the 'Home Medications' tab.
Validate the 'New Order' field is enabled.
Select the 'Admission Med Reconciliation' tab.
Validate that it contains "Widget disabled due to your security settings".
Select the 'Discharge Med Reconciliation' tab.
Validate that it contains "Widget disabled due to your security settings".

Scenario 3: No access to Orders This Episode, Admission Med Reconciliation, or Discharge Reconciliation when a user does not have anything set up in 'Order Entry User Definition'.

Specific Setup:

A user must exist that is set up in 'User Definition' and has access to all forms and tables, but does not have a user profile set up for 'Order Entry User Definition'. (User A)
Please log out of the application and log back in after the above configuration.
A client must have an active episode. (Client A)
Must be logged in as "User A".

Steps

Select "Client A" and access the Order Entry Console.
Validate the 'Orders This Episode' tab contains "Widget disabled due to your security settings".
Select the 'Home Medications' tab.
Validate that a message is received stating "Authentication failure: OrderConnect Session ID could not be obtained. OrderConnect User Password not known." and click [OK].
Select the 'Admission Med Reconciliation' tab.
Validate that it contains "Widget disabled due to your security settings".
Select the 'Discharge Med Reconciliation' tab.
Validate that it contains "Widget disabled due to your security settings".

Topics

• NX • Order Entry Console

AV-84376 Summary | Details

Treatment Plan - Site Specific Time fields

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Site Specific Section Modeling (CWS)
Treatment Plan

Scenario 1: Treatment Plan - SS Time fields disabled in Treatment Plans

Specific Setup:

A 'Time' field must be added to the 'Treatment Plan - Problem' using the 'Site Specific Section Modeling' form (Field A).
A client must be enrolled in an existing episode (Client A).
"Client A" must have a draft filed for the 'Treatment Plan' form (Plan A).

Steps

Select "Client A" and access the 'Treatment Plan' form.
Select "Plan A" and click [Edit].
Validate the plan displays as expected.
Click [Launch Plan].
Select the problem.
Validate "Field A" is present and click [Current].
Validate "Field A" contains the current time.
Click [Return to Plan] and [OK].
Select "Final" in the 'Draft/Final' field.
Click [Submit].
Select "Client A" and access the 'Treatment Plan' form.
Select "Plan A" and click [Edit].
Validate a 'Treatment Plan' dialog stating: "The plan is marked as Final. Only the following field(s) maybe updated 'Current Status'. Do you want to continue?"
Click [Yes].
Validate the plan displays as expected.
Click [Launch Plan].
Validate "Field A" cannot be edited and that the ‘Current' button is disabled.
Close the form.

Topics

• NX • Treatment Plan

AV-85349 Summary | Details

Avatar NX - 'My To Do's' widget

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Document Routing Setup (PM)
Progress Notes (Group and Individual)
Review To Do Item
Reassign To Do Item
Treatment Plan

Scenario 1: Progress Notes (Group and Individual) - Document Routing - "Allow Transcriber" functionality - Reject/Respond

Specific Setup:

A user has an associated staff member and has "Yes" selected in the 'Transcriber' field in 'User Definition (User A).
A user has an associated staff member and is not a transcriber in 'User Definition' (User B).
"User B" does not have access to the 'Progress Notes (Group and Individual)' form.
"User A" and "User B" have the 'My To Do's' widget on their HomeView.
Document routing is enabled for 'Progress Notes (Group and Individual)' and 'Allow Transcriber' is set to "Yes".
A client must be enrolled in an existing episode (Client A).
Must be logged in as "User A".

Steps

Access the 'Progress Notes (Group and Individual)' form.
Select "Client A" in the 'Select Client' field.
Select "Independent Note" in the 'Progress Note For' field.
Select the desired value in the 'Note Type' field.
Enter the desired value in the 'Notes Field' field.
Select "Final" in the 'Draft/Final' field.
Click [File Note].
Validate a "Select Author" dialog is displayed.
Select the staff member associated to "User B" in the 'Select Author' field.
Click [Submit] and verify successful filing.
Log out.
Log in as "User B".
Navigate to the 'My To Do's' widget.
Validate there is a To Do for "Client A".
Click [Transcription Review].
Validate the 'Progress Notes (Group and Individual)' button is disabled.
Validate the document is displayed with the progress note data and has electronic signatures for the Transcriber (User A) & Author (User B).
Click [Reject].
Enter the desired value in the 'Comments for Rejected' field and click [Sign].
Validate the To Do is no longer displayed.
Log in as "User A".
Navigate to the 'My To Do's' widget.
Validate there is a To Do for "Client A".
Click [Review To Do Item].
Validate the 'To Do Information' field contains the response from "User B".
Select "Reviewed" in the 'Set To Do Item to Reviewed' field.
Click [Submit].
Validate the To Do is no longer displayed.

Scenario 2: Validate form access in the 'My To Do's' widget

Specific Setup:

A client must be enrolled in an existing episode (Client A).
There must two users (User A and User B).
"User A" must be logged in and have an associated practitioner with full form access.
"User B" does not have access to the 'Treatment Plan' or the 'Progress Notes (Group and Individual)' form.
Both users must have the 'My To Do's' widget configured to their myDay view.
The "Send Draft To-Do to Submitting User" registry setting must be enabled for the 'Treatment Plan' and 'Progress Notes (Group and Individual)' forms.

Steps

Select "Client A" and access the 'Treatment Plan' form.
Select the desired date in the 'Plan Date' field.
Select the desired value in the 'Plan Type' field
Select "Draft" in the 'Treatment Plan Status' field.
Validate "Draft" is now selected in the 'Current Status' field.
Click [Launch Plan].
Populate all desired and required fields.
Click [Return to Plan], [OK], and [Submit].
Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
Select "Independent Note" in the 'Progress Note For' field.
Select the desired value in the 'Note Type' field.
Enter any value in the 'Notes' field.
Select "Draft" in the 'Draft/Final' field.
Click [Submit Note].
Validate a 'Progress Notes' dialog stating: "Note Filed." and click [OK].
Close the form.
Navigate to the 'My To Do's' widget.
Validate the to do's display with form buttons for each.
In the Treatment Plan To Do, click the 'Open Options' menu.
Click [Reassign To Do].
Validate the 'Reassign To Do Item' form displays with the appropriate data.
Search for and select "User B" in the 'Select User to Reassign To Do Item to' field.
Click [Submit].
Validate the to do no longer displays.
Repeat steps 3a-3g for the Progress Note To Do.
Close the To Do's.
Log out.
Log in as "User B".
Navigate to the 'My To Do's' widget.
Validate the to do's reassigned in the previous steps display.
Validate the form buttons do not display since the user do not have access to the associated forms.
In the Treatment Plan To Do, click [Review To Do Item].
Validate the 'Review To Do Item' form displays with the appropriate data.
Select "Reviewed" in the 'Set To Do Item to Reviewed' field.
Click [Submit].
Validate the to do no longer displays.
Repeat steps 5c-5g for the Progress Note To Do.
Close the To Do's.

Topics

• NX • Progress Notes (Group And Individual) • ToDo's • Treatment Plan

AV-85428 Summary | Details

User Menu - 'Manage User Defined Templates'

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: User Menu - Manage User Defined Templates

Specific Setup:

The 'Enable Templates on Demand for SQL Widgets' registry setting is set to "Y".
A client is enrolled in an existing episode (Client A).
The 'Progress Notes' widget is accessible on the myDay view.

Steps

Click [User Menu] on the myDay view.
Validate "Manage User Defined Templates" is displayed and select it.
Enter the desired value in the 'Template Name' field. Note: this will now be referred to as "Template A".
Drag and drop the desired fields to the template from the 'Available Fields' field.
Click [Preview].
Validate the Preview displays the added fields.
Close the preview.
Click [Add] and [Save].
Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
Select "Independent Note" in the 'Progress Note For' field.
Select the desired value in the 'Note Type' field.
In the 'Notes Field' field, navigate to the 'User Defined Templates'.
Validate "Template A" is displayed and select it.
Validate the 'Notes Field' field contains the contents of "Template A".
Select "Draft" in the 'Draft/Final' field.
File the note.
Select "Client A" and access the 'Progress Notes' widget.
Validate the note filed in the previous steps is displayed.
Validate the 'Notes Field' field contains the contents from "Template A".

Topics

• NX • Progress Notes • User Defined Templates

AV-85517 Summary | Details

Admission - 'Master Patient Index'

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Admission
MPI Search
User Definition

Scenario 1: Admitting a new client with 'Master Patient Index' enabled

Specific Setup:

'Master Patient Index' must be enabled and configured. Please note: this must be done by a Netsmart Representative.

Steps

Access the 'Admission' form.
Verify the 'Select Client' dialog exists.
Enter any new value in the 'Last Name' field.
Enter any new value in the 'First Name' field.
Select any value from the 'Sex' field.
Click [Search].
Validate the 'Search Results' dialog is displayed stating: No matches found.
Click [New Client].
Validate the 'Master Patient Index Search' dialog is displayed.
Enter the same value used in the previous steps in the 'Last Name' field.
Enter the same value used in the previous steps in the 'First Name' field.
Enter any value in the 'Date Of Birth' field.
Select the same value used in the previous steps from the 'Sex' field.
Click [Search].
Validate the 'MPI Search Results' dialog is displayed showing any results that may have been found.
Click [Add New Client].
Validate the "Admission" form is launched and the client first and last name is automatically populated in the "Client Name" field.
Populate the required field on the form and any other desired fields.
Validate the form files successfully.
From the "My Clients" widget, select the new client.
Access the 'Admission' form.
Validate the fields contain the previously populated values.
Close the form.

Scenario 2: Admission of a new client when 'Warn if user attempts non-caseload access' setting to "Yes" in 'User Definition

Specific Setup:

The 'Warn if user attempts non-caseload access' field is set to "Yes" in 'User Definition' for the logged in user.
'Master Patient Index' must be enabled and configured. Please note: this must be done by a Netsmart Representative.

Steps

Access the 'Admission' form.
Verify the 'Select Client' dialog exists.
Enter any new value in the 'Last Name' field.
Enter any new value in the 'First Name' field.
Select any value from the 'Sex' field.
Click [Search].
Validate the 'Search Results' dialog is displayed stating: No matches found.
Click [New Client].
Validate the 'Master Patient Index Search' dialog is displayed.
Enter the same value used in the previous steps in the 'Last Name' field.
Enter the same value used in the previous steps in the 'First Name' field.
Enter any value in the 'Date Of Birth' field.
Select the same value used in the previous steps from the 'Sex' field.
Click [Search].
Validate the 'MPI Search Results' dialog is displayed showing any results that may have been found.
Click [Add New Client].
Validate the "Admission" form is launched and the client first and last name is automatically populated in the "Client Name" field.
Do not enter values in the "Admitting Practitioner" field.
Populate the required field on the form and any other desired fields.
Validate the form files successfully.
Select the new client and access the 'Admission' form.
Validate a "Non-Caseload Access" dialog is displayed stating: Client is not contained within your current caseload. Your access of this client on 'date/time' will be recorded within the database. Why are you accessing this client?
Enter the desired value and click [OK].
Click [Edit].
Validate the fields contain the previously populated values.
Close the form.

Topics

• Admission • Master Patient Index • NX

AV-85520 Summary | Details

OE NX - Home Medications - Validating an order

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Home Medications

Scenario 1: OE NX - Orders This Episode - New Order (by Nurse who requires validation), Validation by Prescriber

Specific Setup:

The 'RADplus->General->->->->Default Value for Console View Episodes' registry setting must be set to "1". NOTE: This is a Netsmart Staff only registry setting. Please contact your Netsmart representative to have this setting configured.
Please log out of the application and log back in after completing the above configuration.
Two users must exist in the application: One whose actions require validation (User A) and One whose actions do not require Validation (User B).
A client must have an active episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
"User A" must be logged into the application.

Steps

Select "Client A”.
Validate the 'Header Episode' field contains "All Episodes".
Select the most current episode from the 'Header Episode' field.
Access the Order Entry Console and click 'Orders This Episode' tab.
Search for and select "Ritalin 5 MG Tablet Oral (Schedule II)" from the ‘New Order’ field.
Set the ‘Dose’ field to "2".
Validate the ‘Dose Unit’ field contains to "Tablet".
Select "TWICE A DAY" from the ‘Freq’ field.
Set the ‘Duration’ field to “28” and click [Days].
Validate the ‘Days Supply’ field contains "28".
Validate the ‘Dispense Qty’ field contains "112".
Select "Tablet" in the 'Dispense Qty Unit' field.
Click [Add to Scratchpad].
Validate ‘Scratchpad’ contains "Ritalin 5 MG Tablet Oral (Schedule II)Take two (2) tablets by mouth twice a day (Refills: 0, Dispense Quantity: 112)".
Search for and select "User B" from the ‘Ordering Practitioner' field.
Click [Sign].
Validate the ‘Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed.
Validate the 'Order Details' column contains all order details pertaining to the order being created.
Select "None" in 'Output' and click [Sign].
Validate the ‘Order grid’ contains an order for "Ritalin” with an 'Order Status' of "Requires Validation".
Log out of the application and log back in as "User B".
Select "Client A”.
Validate the 'Header Episode' field contains "All Episodes".
Select the most recent active episode from the 'Header Episode' field.
Access the Order Entry Console and click 'Orders This Episode' tab.
Select the “Ritalin” order in the ‘Order grid’ and click [Validate].
Validate the 'Final Review' dialog is displayed.
Validate the 'Order Details' column contains all order details pertaining to the order being created.
Select "None" in 'Output' and click [Sign].
Validate the 'Order grid' contains an order for "Ritalin" with a 'Status' of "Active".

Scenario 2: OE NX - Home Medications - Creating an order that requires validation and validating it via the V button

Specific Setup:

The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
The 'RADplus->General->->->->Default Value for Console View Episodes' registry setting must be set to "1". NOTE: This is a Netsmart Staff only registry setting. Please contact your Netsmart representative to have this setting configured.
Please log out of and back into the application after this configuration has been done
Two users must exist in the application: One whose actions require validation (User A) and One whose actions do not require Validation (User 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.
A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client C)
“Client C” 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.
"User A" must be logged into the application.

Steps

Log into the application as "User A".
Select "Client A" and access the Order Entry Console.
Validate the 'Header Episode' field contains "All Episodes".
Click the 'Home Medications' tab.
Uncheck the 'Client Reported' checkbox.
Search for and select the staff member associated with "User B" in the 'Ordering Practitioner' field.
Search for and select any value in the 'Program' field.
Search for and select "Ambien 5 MG ORAL Tablet (Schedule IV)" in the 'New Order' field.
Set the 'Dose' field to "1".
Validate the 'Dose Unit' field contains "Tablet".
Select "EVERY DAY" in the 'Frequency' field.
Select any value in the 'Diagnosis' field.
Set the 'Days Supply' field to "18" and press Tab.
Validate the 'Dispense Qty' field contains "18".
Validate the 'Dispense Qty Unit' field contains "Tablet".
Validate the 'Directions' field contains "Take one (1) tablet by mouth daily".
Click [Add to Scratchpad] and [Final Review].
Validate the 'Final Review' dialog is displayed.
Validate the 'Order Details' column contains all the order details pertaining to the order being created.
Validate "Pending" is selected in 'Output' and click [Sign].
Validate the 'Order grid' contains the order for "Ambien".
Log out of the application and log into the application as "User B".
Select "Client C" and access the Order Entry Console.
Validate the 'Header Episode' field contains "All Episodes".
Select the 'Home Medications' tab.
Click the 'V' button.
Select the row for "Client A" and click [Validate].
Validate the 'Order grid' contains and order for "Ambien 5 MG ORAL Tablet (Schedule IV)Take one (1) tablet by mouth daily (Refills: 0, Disp. Qty: 18 Tablet)".
Select the order and click [Validate].
Validate the 'Final Review' dialog is displayed.
Validate the 'Order Details' column contains all the order details pertaining to the order being created.
Select "None" in 'Output' and click [Sign].
Select "Active" in the 'Status' field.
Validate the 'Order grid' contains an order for "Ambien 5 MG ORAL Tablet (Schedule IV)Take one (1) tablet by mouth daily (Refills: 0, Disp. Qty: 18 Tablet)" with an 'Order Status" of "Active".

Topics

• NX • Order Entry Console

AV-85526 Summary | Details

Avatar NX - Document Routing

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Document Routing Setup (PM)
Today's E&M Appointments

Scenario 1: MedNote - file a progress note sign off with Document Routing (skip password entry)

Specific Setup:

Must have two users:
A user with existing Provider login credentials that is logged in (User A).
"User A" has an existing client with an existing progress note with all the required fields filled out (Client A).
"User A" must have the 'Medical Note' widget properly configured to a view.
A user with an associated practitioner with the 'My To Do's' widget on their myDay view (User B).
The following must be enabled in the 'Document Routing Setup' form with the following:
"Yes" is selected for 'Skip Password Entry'.
"No" is selected for 'Skip Display of Document Image'.

Steps

Select "Client A" and navigate to the 'Medical Note' widget.
Click [Select Note].
Click [Edit] in the "Client's E&M Appointment" row.
Validate the existence of the "Facesheet" tab.
Complete all required fields on "Document" and "Finalize" tabs.
Click the "Finalize" tab and complete all the required fields.
Click [Generate Note].
Validate the note displays.
Select "Complete" in the 'Completion Status' field.
Click [Sign Off].
Validate the 'Confirm Document' dialog displays the note.
Click [Accept and Route].
Validate a 'Route Document To' dialog.
Search for and select "User B" in the 'Add Approver' field.
Click [Add] and [Submit].
Log out.
Log in as "User B".
Navigate to the 'My To Do's' widget.
Locate the To Do just routed and click [Review].
Validate the approver's name is displayed at the bottom of the progress note: "Electronically Signed by Practitioner B".
Click [Accept] and [Sign].
Enter the password and click [Verify].
Validate the To Do is removed from the list.

Topics

• Document Routing • Medical Note • NX • To-Do's

AV-85540 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: Failed Login Report - Login with an Invalid Password

Specific Setup:

User must have had at least one failed login attempt.

Steps

Access the 'Failed Login Report' form.
Validate the 'Login Start Date' and 'Login End Date' fields contain the current date.
Click [Process].
Validate the 'Failed Login Report' displays as expected.
Select any value in the 'Select Zoom' field.
Validate the report displays as expected.
Click [Close].
Enter any new dates in the 'Login Start Date' and 'Login End Date' fields.
Validate the "Process" button is enabled.
Click [Process].
Validate the 'Failed Login Report' displays as expected.
Click [Close] and close the form.

Scenario 2: Form and Table Documentation - field validations - Include all

Steps

Access the 'Form and Table Documentation' form.
Select "Form" in the 'Type of Documentation' field.
Select "Individual Form" in the 'Individual or All Forms' field.
Select the desired form in the 'Form To Be Documented' field.
Select the desired value in the 'Include Dictionary Values' field.
Select the desired value in the 'Include User Defined Help Messages' field.
Select the desired value in the 'Include Other Form(s) Data Element Cross Reference List' field.
Click [Process].
Validate the 'Form and Table Documentation' report is displayed and contains all fields for the selected form.
Validate the ability to page through the report as expected by clicking [Next Page] and [Previous Page].
Click the 'Search' field.
Enter any value in the 'Search' field and click [Search].
Validate the expected results display.
Click [Search Whole Word] and [Search].
Validate the expected results display. If no results are returned, validate a 'Results' dialog stating "No search results." and click [OK].
Validate the 'Search' field is cleared.
Click [Search Whole Word].
Enter the desired value in the 'Search' field and click [Search].
Validate the expected results display.
Click the 'View' field.
Select the desired value in the 'Select Zoom' field and validate the report displays in the corresponding value.
Click [Close] and [Discard].

Topics

• Form and Table Documentation • NX

AV-85687 Summary | Details

Avatar NX - Scheduling Calendar

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Current Database Locks
Scheduling Calendar

Scenario 1: Scheduling Calendar (Undocked) - Current Database Locks

Specific Setup:

A client must be enrolled in an existing episode and have an appointment scheduled (Client A).
A service code must be defined (Service Code A).

Steps

Access the 'Current Database Locks' form.
Validate no locks display.
Access the 'Scheduling Calendar' form undocked.
Validate the calendar displays the appointment for "Client A".
Right click on the appointment and select "Check In".
Validate the 'Check In' form displays as expected.
Switch to the 'Current Database Locks' form.
Click [Update Display].
Validate a lock displays for "Client A".
Switch to the 'Check In' form.
Click [Discard].
Switch to the 'Current Database Locks' form.
Click [Update Display].
Validate the lock no longer displays.
Switch to the undocked 'Scheduling Calendar' form.
Validate the calendar displays the appointment for "Client A".
Right click on the appointment and select "Check In".
Validate the 'Check In' form displays as expected.
Switch to the 'Current Database Locks' form.
Click [Update Display].
Validate a lock displays for "Client A".
Switch to the 'Check In' form.
Close the browser tab.
Switch to the 'Current Database Locks' form.
Click [Update Display].
Validate the lock no longer displays.
Close the form.
Switch to the undocked 'Scheduling Calendar' form.
Validate the calendar displays the appointment for "Client A".
Right click on the appointment and select "Details/Edit".
Validate the 'Appointment Details' form displays as expected.
Enter and select "Service Code A" in the 'Service Code' field.
Switch to the 'Current Database Locks' form.
Click [Update Display].
Validate a lock displays for "Client A".
Switch to the undocked 'Scheduling Calendar' form.
Click [Dismiss].
Validate the Scheduling Calendar and 'Appointment Details' form close.
Switch to the 'Current Database Locks' form.
Click [Update Display].
Validate the lock no longer displays.
Close the form.

Scenario 2: Scheduling Calendar - Current Database Locks

Specific Setup:

Two clients must be enrolled in an existing episode and have an appointment scheduled (Client A and Client B).
A service code must be defined (Service Code A).
The user must have two browsers open:
A browser to test Avatar NX (Browser A).
Another browser to follow test steps.

Steps

Access the 'Current Database Locks' form undocked.
Validate no locks display.
Access the 'Scheduling Calendar' form.
Validate the calendar displays the appointment for "Client A".
Right click on the appointment and select "Check In".
Validate the 'Check In' form displays as expected.
Switch to the undocked 'Current Database Locks' form.
Click [Update Display].
Validate a lock displays for "Client A".
Switch to the 'Check In' form.
Click [Discard].
Switch to the undocked 'Current Database Locks' form.
Click [Update Display].
Validate the lock no longer displays.
Switch to the 'Scheduling Calendar' form.
Validate the calendar displays the appointment for "Client A".
Right click on the appointment and select "Check In".
Validate the 'Check In' form displays as expected.
Switch to the undocked 'Current Database Locks' form.
Click [Update Display].
Validate a lock displays for "Client A".
Switch to the 'Check In' form.
Close the browser tab.
Switch to the undocked 'Current Database Locks' form.
Click [Update Display].
Validate the lock no longer displays.
Switch to the 'Scheduling Calendar' form.
Validate the calendar displays the appointment for "Client A".
Right click on the appointment and select "Details/Edit".
Validate the 'Appointment Details' form displays as expected.
Enter and select "Service Code A" in the 'Service Code' field.
Switch to the undocked 'Current Database Locks' form.
Click [Update Display].
Validate a lock displays for "Client A".
Switch to the 'Scheduling Calendar' form.
Click [Dismiss].
Validate the Scheduling Calendar and 'Appointment Details' form close.
Switch to the undocked 'Current Database Locks' form.
Click [Update Display].
Validate the lock no longer displays.
Access the 'Scheduling Calendar' form.
Validate the calendar displays the appointment for "Client A".
Right click on the appointment and select "Check In".
Validate the 'Check In' form displays as expected.
Right click the icon for "Browser A" and select "Close window".
Validate all windows close.
Open a new NX instance using the same browser and login.
Access the 'Current Database Locks' form undocked.
Validate the lock from "Client A" is still present.
Access the 'Scheduling Calendar' form.
Validate the calendar displays the appointment for "Client B".
Right click on the appointment and select "Check In".
Validate the 'Check In' form displays as expected.
Switch to the undocked 'Current Database Locks' form.
Click [Update Display].
Validate a lock displays for "Client A" and "Client B".
Access the Task Manager, and end the task for "Browser A".
Validate all windows close.
Open a new NX instance using the same browser and login.
Access the 'Current Database Locks' form.
Set a timer for 10 minutes.
Click [Update Display].
Validate both locks are cleared after this time.
Close the form.

Topics

• NX • Scheduling Calendar

AV-85866 Summary | Details

Treatment Plan - 'Assigned Services' grid

Scenario 1: Treatment Plan (Interventions) - "Assigned Services" grid functionality

Specific Setup:

The client must be admitted to an active episode. (Client A).
Registry setting 'Avatar CWS->Treatment Plan->->->->Enable Service Entry Restriction by Client Treatment Plan' must be enabled.
Registry setting 'Avatar PM->System Maintenance->Program Maintenance->->->Activate Program/Service Code Filter' must be enabled.
Document routing must be enabled for the 'Treatment Plan' form through 'Document Routing Setup'.

Steps

Select "Client A" and access the 'Treatment Plan' form.
Click [Add].
Set the 'Plan Date' field to the current date.
Select any value in the 'Plan Type' field.
Select any value from the 'Problem List'.
Enter any value in the 'Strengths' field.
Enter any value in the 'Weakness' field.
Enter any value in the 'Discharge Planning' field.
Select "Draft" in the 'Draft/Final' field.
Click [Launch Plan].
Select the problem from the 'Tree View'.
Select any value from the 'Status' field.
Validate that all the fields display as expected.
Add a 'Goal' and 'Objective' if desired and validate the fields display as expected.
Click [Add New Intervention].
Enter any value in the 'Intervention' text field.
Select any value from the 'Status' field.
Click [Add Service] in the 'Assigned Services' field.
Validate the 'Assigned Services' gird fields are displayed in the following order: Service Program, Service Code, Frequency, Duration, Amount, Service Mode, Place of Service, Agency and Staff Responsible.
Populate the 'Service Program' field.
Enter a search value in the 'Service Code' field to bring up the listing of service code values.
Select any service code.
Validate that the service code field is populated as expected in the 'Service Code' field.
Select any value in the 'Frequency' field.
Select any value in the 'Duration' field.
Enter any value in the 'Amount' field.
Select any value in the 'Service Mode' field.
Select any value in the 'Place of Service field.
Enter and value in the 'Agency and Staff Responsible' field.
Click [Add Service] in the 'Assigned Services' field.
Populate all desired fields.
Click [Return To Plan].
Click [Submit].
Select "Client A" and access the Chart View.
Select "Treatment Plan" from the 'Forms List'.
Validate the draft 'Treatment Plan' data filed in the previous steps is displayed.
Validate the 'Assigned Services' field contains the data in the following order: Service Program, Service Code, Frequency, Duration, Amount, Service Mode, Place of Service, Agency and Staff Responsible.
Close the chart.
Select "Client A" and access the 'Treatment Plan' form.
Click to edit the row just submitted.
Click [Launch Plan].
Click the 'Interventions' item on the plan tree.
Click [Add New Intervention].
Enter any value in the 'Intervention' text field.
Select any value from the 'Status' field.
In the 'Assigned Services' grid, click [Copy Service].
In the 'Add Services From Other Interventions' dialog, choose the service added in the intervention previously submitted.
Click [Copy].
Validate that the 'Assigned Services' grid columns are populated with the service information, as expected.
Click [Copy Service].
Validate that the service previously copied is disabled and select the remaining service.
Validate the services display as expected and neither are duplicated.
Select the 'Assigned Services' row just added.
Click the [Delete Service] button.
Validate that the service row is removed from the 'Assigned Services' grid, as expected.
Click [Return to Plan].
Select "Final" in the 'Draft/Final' field.
Click [Submit].
Validate the document routing preview displays the 'Assigned Services' data in the following order: Service Program, Service Code, Frequency, Duration, Amount, Service Mode, Place of Service, Agency and Staff Responsible.
Click [Accept].
Enter the password associated with the logged in user and click [Verify].
Select "Client A" and access the Chart View.
Select "Treatment Plan" from the 'Forms List'.
Validate the finalized 'Treatment Plan' data filed in the previous steps is displayed.
Validate the 'Assigned Services' field contains the data in the following order: Service Program, Service Code, Frequency, Duration, Amount, Service Mode, Place of Service, Agency and Staff Responsible.
Close the chart.

Topics

• Chart View • Document Routing • Treatment Plan

AV-85902 Summary | Details

Avatar NX - Client Header

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Allergies and Hypersensitivities
Progress Notes (Group and Individual)

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).
A client must be enrolled in an existing episode without a picture on file (Client B).
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

Select "Client A" and access the 'Client Dashboard'.
Hover over the 'Client Image' and validate the 'Import', 'Enlarge', and 'Delete Image' icons display.
Click [Enlarge].
Validate the picture displays as expected and click [Close].
Click [Delete Image].
Validate a 'Confirm' dialog stating: "Would you like to remove the current client picture?" and click [OK].
Validate the picture no longer displays.
Click [Import].
Validate an 'Import Client Picture' dialog displays and click [Browse].
Select "Picture A" and validate it displays in the dialog.
Click [Save].
Validate "Picture A" displays and click [Close].
Click [Clear Client].
Access the 'Import Client Picture' form.
Enter "Client A" in the 'Client' field.
Validate "Picture A" displays as expected in the 'Picture' field.
Click [Clear Image].
Validate "No Picture" displays in the 'Picture' field.
Click [Acquire Image].
Select "Picture A".
Validate "Picture A" displays as expected in the 'Picture' field.
Click [Submit] and [No].
Log out.
Log in as "User B".
Attempt to access the 'Import Client Picture' form.
Validate this form is not an option.
Select "Client A" and access the 'Client Dashboard'.
Hover over the 'Client Image' and validate 'Enlarge' is the only option.
Click [Enlarge].
Validate "Picture A" displays as expected.
Click [Close].
Close the dashboard.
Select "Client B" and access the 'Client Dashboard'.
Hover over the 'Client Image' area and validate no options display.
Close the dashboard.

Scenario 2: Validate form access in the Client Header

Specific Setup:

A client must be admitted into an active episode and have 100 allergies on file (Client A).
A client must be admitted into an active episode (Client B).
There must be two users:
A user that is logged in and has full access to forms (User A).
A user that does not have access to the 'Allergies and Hypersensitivities' form (User B).
The users' myDay view must be configured to include the Client Information header (View A).
Please note: This is for Avatar NX systems only.

Steps

Select "Client A" and navigate to "View A".
Hover over the 'Allergies (100)' link in the 'Client Header'.
Validate a flyover displays fifteen allergies listed and 85 more.
Click the 'Allergies (100)' link.
Validate a menu displays and the user can scroll through all the allergies.
Close the menu.
Click edit icon.
Validate the 'Allergies and Hypersensitivities' form opens.
Validate the edit icon no longer displays in the 'Client Header'.
Discard the form.
Select "Client A" and launch the 'Client Dashboard'.
Validate the 'Client Dashboard' displays as expected.
Hover over the 'Allergies (100)' link in the 'Client Header'.
Validate a flyover displays fifteen allergies listed and 85 more.
Click the 'Allergies (100)' link.
Validate a menu displays and the user can scroll through all the allergies.
Close the menu.
Click edit icon.
Validate the 'Allergies and Hypersensitivities' form opens.
Validate the edit icon no longer displays in the 'Client Header'.
Discard the form.
With "Client A" selected, access the 'Progress Notes (Group and Individual)' form.
Clear the 'Select Client' field.
Enter and select "Client B" in the 'Select Client' field.
Click the edit icon.
Validate the 'Allergies and Hypersensitivities' form displays for "Client B".
Discard the forms.
Log out.
Log in as "User B".
Select "Client A" and navigate to "View A".
Validate the edit icon does not display in the 'Client Header'.
Validate a flyover displays fifteen allergies listed and 85 more.
Click the 'Allergies (100)' link.
Validate a menu displays and the user can scroll through all the allergies.
Close the menu.
Launch the 'Client Dashboard'.
Validate the edit icon does not display in the 'Client Header'.
Hover over the 'Allergies (100)' link in the 'Client Header'.
Validate a flyover displays fifteen allergies listed and 85 more.
Click the 'Allergies (100)' link.
Validate a menu displays and the user can scroll through all the allergies.
Close the menu.

Scenario 3: Condensed Client Header validations

Specific Setup:

The logged in user must have access to the 'Client Lookup/Header Configuration Manager' form (User A).
The 'Bed Board POV' widget is installed and enabled.
Five "Client Alerts" are defined in the 'CarePOV Management' form with icons.
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).
A client is enrolled in an existing episode and has data filed for the five client alerts to display (Client A).
"Client A" must have allergies and a client photo on file.
A program is defined (Program A).
A client is admitted in "Program A" (Client B).
Please note: This is for Avatar NX systems only.
This is for initial configuration. Once the 'Expand/Collapse' toggle has been selected, it will override settings in the 'Client Lookup/Header Configuration Manager' form for the user.

Steps

Access the 'Client Lookup/Header Configuration Manager' form.
Validate the "Condensed Header" and "Condensed Header Override" fields display.
Navigate to the 'Condensed Header' tab.
Validate "Bed Board Alerts" is selected in the 'Condensed Header Field Position 2' field.
Select any value in the 'Condensed Header Field Position 1' field.
Select "Yes" in the 'Default Views To Condensed Header' field.
Select "Yes" in the 'Default Client Entity Forms to Condensed Header' field.
Validate text displays stating: "Note: This setting will default all views configured to include client information header in view to utilize the condensed header. Individual views may still override this setting via the options 'Default Client Information header to condensed view' in View Definition > View Designer."
Navigate to the 'Condensed Header Override' tab.
Click [Add New Item].
Select "Program A" in the 'Program' field.
Select any value in the 'Condensed Header Field Position 1' field.
Select any value in the 'Condensed Header Field Position 2' field.
Select "No" in the 'Default Client Entity Forms To Condensed Header' field.
Click [Submit].
Log out.
Log in as "User A".
Navigate to the 'All Documents' view.
Select "Client A" from the 'My Clients' list.
Validate the client information header is condensed.
Validate the value selected in the 'Condensed Header Field Position 1' field displays.
Validate the 'Bed Board Alerts' display.
Click [View] and validate a menu displaying all 'Active Alerts'.
Close the menu.
Click [Allergies] and validate a menu displaying allergies.
Close the menu.
Make the browser window smaller.
Validate no white displays in the client information header.
Maximize the browser window.
Click the 'Expand/Collapse' toggle.
Validate the client information header is full size.
Navigate to the 'myDay' view.
Navigate to the 'All Documents' view.
Validate the client information header is full size.
Launch the 'Client Dashboard'.
Validate the client information header is full size.
Click the 'Expand/Collapse' toggle.
Validate the client information header is condensed.
Click [Close].
Navigate to the 'myDay' view.
Access the 'Progress Notes (Group and Individual)' form.
Validate the client information header is condensed.
Clear the 'Select Client' field.
Enter and select "Client B" in the 'Select Client' field.
Validate the client information header is full size.
Close the form.
Access the 'View Definition' form.
Click [Select View].
Select "Add New View" in the 'Select Views' field.
Click [OK].
Enter any value in the 'View ID' field.
Enter "View A" in the 'View Description' field.
Select "Home View" in the 'View Type' field.
Select "Yes" in the 'Allow User To Customize View' field.
Click [Launch View Designer].
Validate 'Default Client Information header to condensed view' is disabled.
Click [Include Client Information header in view].
Validate 'Default Client Information header to condensed view' is now enabled.
Select the desired widgets and arrange them as desired.
Click [Submit], [Submit], and [No].
Access the 'NX View Definition' form.
Select "User" in the 'User or Role' field.
Enter and select "User A" in the 'Select User' field.
Click [Additional myDay Views].
Select "View A" and click [OK].
Click [File].
Validate an 'Avatar NX View Definition' dialog stating: "Filed" and click [OK].
Close the form.
Validate "View A" displays in the top navigation.
Navigate to "View A".
Validate the client information header is full size.
Select the 'Customize Toggle' button.
Select the 'My Activity' menu.
Select the 'View/Add Widgets' tab.
De-select 'Include Client Information header in view'.
Validate the client information header no longer displays.
Select the 'Customize Toggle' button and close the menu.

Topics

• Allergies and Hypersensitivities • NX • Progress Notes (Group And Individual) • RADplus Utilities

AV-61314 Summary \| Details Avatar NX - Switch Scenario 1: Validate the ability to switch system codes Specific Setup: There must be two system codes defined (Code A and Code B). There must be two users defined (User A and User B) "User A" must exist in both system codes. "User B" must only exist in "Code A". Steps Log in to "Code A" as "User A". Open the User Menu. Validate 'Switch' displays. Click 'Switch'. Validate a 'Confirm' dialog stating: "Are you sure you want to log off the current system code?" and click [Yes]. Validate the system is selected and disabled. Validate a countdown timer stating "Returning to the login screen in 59 seconds..." Select "Code B" in the 'System Code' field. Click [Switch System Code]. Validate the user is logged into "Code B". Open the User Menu. Click 'Switch'. Validate a 'Confirm' dialog stating: "Are you sure you want to log off the current system code?" and click [Yes]. Click [Change User]. Log in to "Code A" as "User B". Open the User Menu. Validate 'Switch' displays. Click 'Switch'. Validate a 'Confirm' dialog stating: "Are you sure you want to log off the current system code?" and click [Yes]. Validate the system is selected and disabled. Validate a countdown timer stating "Returning to the login screen in 59 seconds..." Select "Code B" in the 'System Code' field. Click [Switch System Code]. Validate a 'Sign-In' dialog stating: "Login Failed" and click [OK]. Validate the user is logged out. Log in to "Code A" as "User B". Open the User Menu. Validate 'Switch' displays. Click 'Switch'. Validate a 'Confirm' dialog stating: "Are you sure you want to log off the current system code?" and click [Yes]. Validate the system is selected and disabled. Validate a countdown timer stating "Returning to the login screen in 59 seconds..." Let the timer run down. Validate the user is logged out.	Topics • Login • NX
AV-64109 Summary \| Details 'My Calendar' widget - Date Selection 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 Access the 'Scheduling Calendar' form. Right click in any available time slot. Click [Add Appointment]. Enter the desired value in the 'Service Code' field. Select "Client A" in the 'Client' field. Select the desired episode in the 'Episode' field. Select the desired value in the 'Program' field. Click [Submit]. Validate the 'Appointment Grid' contains the new appointment for "Client A". Click [Dismiss]. Navigate to the 'My Calendar' widget. Refresh the 'My Calendar' widget. Validate the appointment for "Client A" is displayed. Access the 'Scheduling Calendar' form. Right click on the appointment for "Client A". Click [Check In] and [Submit]. Validate the 'Appointment Grid' contains the checked in appointment for "Client A". Click [Dismiss]. Navigate to the 'My Calendar' widget. Refresh the 'My Calendar' widget. Validate the checked in appointment for "Client A" is displayed. Select the desired value in the 'Time-Slot Duration' field. Validate the 'My Calendar' widget displays the checked in appointment for "Client A" using the updated time-slot duration. Repeat as needed for additional time-slot durations. Click [Month] and validate the 'Month' view displays as expected and contains the checked in appointment for "Client A". Validate "Day A" displays as expected. Click [Week] and validate the 'Week' view displays as expected and contains the checked in appointment for "Client A". Click [List] and validate the 'List' view displays as expected and contains the checked in appointment for "Client A". Navigate to the 'All Documents' view. Select "Client A" and any document. Validate the document displays as expected in the 'Console Widget Viewer'. Navigate to the 'My Calendar' widget. Validate the 'List' view displays as expected and contains the checked in appointment for "Client A". Click [Day] and validate the 'Day' view displays as expected and contains the checked in appointment for "Client A". Access the 'Scheduling Calendar' form. Right click on the appointment for "Client A". Click [Check Out] and [Submit]. Validate the 'Appointment Grid' contains the checked out appointment for "Client A". Click [Dismiss]. Navigate to the 'My Calendar' widget. Refresh the 'My Calendar' widget. Validate the checked out appointment for "Client A" is displayed. Select the desired value in the 'Time-Slot Duration' field. Validate the 'My Calendar' widget displays the checked out appointment for "Client A" using the updated time-slot duration. Repeat as needed for additional time-slot durations. Click [Month] and validate the 'Month' view displays as expected and contains the checked out appointment for "Client A". Validate "Day A" displays as expected. Click [Week] and validate the 'Week' view displays as expected and contains the checked out appointment for "Client A". Click [List] and validate the 'List' view displays as expected and contains the checked out appointment for "Client A". Click [Day] and validate the 'Day' view displays as expected and contains the checked out appointment for "Client A". Validate a calendar icon is displayed for date selection. Click on the [Calendar] icon. Select the desired date. Validate the 'My Calendar' widget displays the selected date. Click [today]. Validate the 'My Calendar' widget displays today's date. Click on the [Calendar] icon. Validate today's date is highlighted/selected. Select the desired date. Validate the 'My Calendar' widget displays the selected date.	Topics • All Documents Widget • NX • Scheduling Calendar • Widgets
AV-73250 Summary \| Details Avatar NX - Bed Management Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Bed Management Crystal Report Viewer Registry Settings (PM) Admission Scenario 1: Bed Management - Validate client's bed assignment after switching beds Specific Setup: Registry Settings: The 'Enable Console Widgets/Views' registry setting is set to "Y" to add the 'Site' tab to the 'Client & Staff' widget. Please note: To see the changes effected by this setting, user must log out of Avatar and re-launch a new Avatar session, and login. Admission: An existing inpatient client is identified or a new client is added in the inpatient program. Note the Unit, room and the bed assigned to the client. Steps Open the "Bed Management" form. Select a unit from the "Unit" drop down list. Select a room from the "Room" drop down list. Click [Bed Management]. Click any data row and click [Switch]. Click another data row to switch beds. Click [Switch] at the bottom right of the form. Confirm the switch filed successfully. Click [Close]. Click [Print Current Bed Status Report]. Verify the client is removed from the previous bed and be put in the new bed. Click [X]. Click [Close Form]. Locate the 'My Clients' ('Clients & Staff') widget. Click on the "Site" tab of the 'My Clients' ('Clients & Staff') widget. Select the "Unit" radio button. Enter the name of "Unit" defined on the system that has client assigned to it. Verify correct clients are displayed in the widget under selected unit. Open the 'Current Unit Census' form. Select "Individual" in the 'For Individual Unit Or All' field to generate the report for desired unit the client is admitted to in the facility. Click [Process]. Verify the report displays admissions, discharges, and transfers for the unit on the date the report is run. Activity report - Activity in the unit over the past 24 hours. Current Unit Census report - Current unit client population. Census Summary Totals report - Current summaries for a unit. Click [Dismiss]. Click [Yes] on 'Form Return' message. Select "All" in the 'For Individual Unit Or All' field to generate the report for desired unit the client is admitted to in the facility. Click [Process]. Verify the report displays admissions, discharges, and transfers for the unit on the date the report is run. Activity report - Activity in the unit over the past 24 hours. Current Unit Census report - Verify the client will be removed from the previous unit/room/ bed and be put in the new unit/room/bed. Census Summary Totals report - Current summaries for a unit. Click [Dismiss]. Click [No] on 'Form Return' message. Scenario 2: Bed Management - validate the 'Specify Gender in Bed Management' registry setting Specific Setup: The 'Specify Gender in Bed Management' registry setting must be disabled. The 'Room Sex Validation' registry setting must be set to "N". There must be three clients admitted in inpatient episodes: One is a female (Client A). One is a male (Client B). One has an unknown gender (Client C). Steps Access the 'Bed Management' form. Click [Bed Management]. Click [Search]. Validate the 'Search' panel displays. Enter "Client A" in the 'Client' field. Click [Search]. Validate the results display and double click on "Client A". Validate "Client A" is grey. Click [Close], [Close], and [Discard]. Access the 'Registry Settings' form. Enter "Specify gender in bed" in the 'Limit Registry Settings to the Following Search Criteria' field. Select "Yes" in the 'Include Hidden Registry Settings' field. Click [View Registry Settings]. Enter "Y" in the 'Registry Setting Value' field. Click [Submit]. Validate a 'Registry Editor Filing' dialog and click [OK]. Validate a 'Form Return' dialog and click [No]. Logout. Login. Access the 'Bed Management' form. Click [Bed Management]. Click [Search]. Validate the 'Search' panel displays. Enter "Client A" in the 'Client' field. Click [Search]. Validate the results display and double click on "Client A". Validate "Client A" is pink. Click "Search" in the bottom left corner. Enter "Client B" in the 'Client' field. Click [Search]. Validate the results display and double click on "Client B". Validate "Client B" is blue. Click "Search" in the bottom left corner. Enter "Client C" in the 'Client' field. Click [Search]. Validate the results display and double click on "Client C". Validate "Client C" is grey. Click [Close], [Close], and [Discard]. Scenario 3: Bed Management - Validate 'Switch' functionality when there is a Reservation Specific Setup: A client must be admitted into an existing inpatient episode (Client A). A client must be admitted into an existing inpatient episode (Client B). "Client B" is assigned to Bed A in Room A in Unit A. "Room A" must have available beds (this may be done using the 'Maintain Hospital Bed File' form). Steps Access the 'Bed Management' form. Select "Unit A" in the 'Unit' field. Select "Room A" in the 'Room' field. Click [Bed Management]. Select an available bed (Bed B). Click [Reserve]. Enter "Client A" in the 'Client' field and click [Search]. Click "Client A" Click [Select]. Select "Standard Priority" from the 'Priority' field. Click [Submit]. Validate the reservation displays for "Client A". Validate "Client B" also displays in "Room A". Close the form. Access the 'Admission' form. Populate all required fields for "Client C". Click [Inpatient/Partial/Day Treatment]. Select "Unit A" from the 'Unit' field. Select "Room A" from the 'Room' field. Select "B" from the 'Bed' field. Enter any value in the 'Room And Board Billing Code' field. Click [Submit]. Access the 'Bed Management' form. Select "Unit A" in the 'Unit' field. Select "Room A" in the 'Room' field. Click [Bed Management]. Validate the reservation for "Client A" displays for "Bed B" Hover over "Bed B" and validate the "Client C's" assignment also displays. Select "Bed B" Click [Switch]. Select "Bed A". Click [Switch]. Validate "Client C" is now in "Bed A" Validate "Bed B" contains "Client A's" reservation and "Client B's" assignment. Close the form. Scenario 4: Bed Management - Validate the 'Room Sex Validation' registry setting Specific Setup: The 'Room Sex Validation' registry setting must be set to "N". The 'Specify Gender in Bed Management' registry setting must be enabled. There must be three clients: A male client must be admitted in an inpatient episode (Client A). A female client must be admitted in an inpatient episode (Client B). A client with an unknown sex must be admitted in an inpatient episode (Client C). "Client A", "Client B", and "Client C" are all admitted into the same unit and room (Room A). A new room containing three beds must be created using the 'Maintain Hospital Bed File' form (Room B). Steps Access the 'Registry Settings' form. Enter "Room sex validation" in the 'Limit Registry Settings to the Following Search Criteria' field. Select "Yes" in the 'Include Hidden Registry Settings' field. Click [View Registry Settings]. Enter "E" in the 'Registry Setting Value' field. Click [Submit]. Validate a 'Registry Editor Filing' dialog and click [OK] and [No]. Logout and back in. Access the 'Bed Management' form. Select "Unit A" in the 'Unit' field. Click [Bed Management]. Expand [Room A]. Select "Client A" and click [Switch]. Select an open bed in "Room B" and click [Switch]. Validate "Room B" is now blue and contains "Client A". Select "Client B" and click [Switch]. Select an open bed in "Room B" and click [Switch]. Validate a 'Bed Switch Error' dialog stating: "Client is a female but there are patients in this room that are not. Select a different room." and click [OK]. Select "Client C" and click [Switch]. Select an open bed in "Room B" and click [Switch]. Validate a 'Bed Switch Error' dialog stating: "Client is a unknown but there are patients in this room that are not. Select a different room." and click [OK]. Validate "Room B" only contains "Client A". Close the form. Access the 'Registry Settings' form. Enter "Room sex validation" in the 'Limit Registry Settings to the Following Search Criteria' field. Select "Yes" in the 'Include Hidden Registry Settings' field. Click [View Registry Settings]. Enter "W" in the 'Registry Setting Value' field. Click [Submit]. Validate a 'Registry Editor Filing' dialog and click [OK] and [No]. Logout and back in. Access the 'Bed Management' form. Select "Unit A" in the 'Unit' field. Click [Bed Management]. Expand [Room A]. Select "Client B" and click [Switch]. Select an open bed in "Room B" and click [Switch]. Validate a 'Room Sex Validation' dialog stating: "Client is a female but there are patients in this room that are not. Do you wish to continue?" and click [OK]. Validate "Room B" is no longer blue and contains "Client A" and "Client B". Close the form. Access the 'Registry Settings' form. Enter "Room sex validation" in the 'Limit Registry Settings to the Following Search Criteria' field. Select "Yes" in the 'Include Hidden Registry Settings' field. Click [View Registry Settings]. Enter "N" in the 'Registry Setting Value' field. Click [Submit]. Validate a 'Registry Editor Filing' dialog and click [OK] and [No]. Logout and back in. Access the 'Bed Management' form. Select "Unit A" in the 'Unit' field. Click [Bed Management]. Expand [Room A]. Select "Client C" and click [Switch]. Select an open bed in "Room B" and click [Switch]. Validate "Room B" contains "Client A", "Client B", and "Client C". Close the form.	Topics • Admission • Bed Management • Current Unit Census • Maintain Hospital Bed File • NX • Registry Settings
AV-79889 Summary \| Details OE NX - Dietary-Oral orders - 'Additional Order Details' during Copy/Modify Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Dictionary Update (CWS) Order Entry Console Orders This Episode Scenario 1: OE NX - Validate that 'Additional Order Details' come over when copying a dietary-oral order and administer in eMAR Specific Setup: A dietary-oral-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 Select 'Client A' and access the Order Entry Console. Search for and select "Order Code A" in the 'New Order' field. Click [Additional Order Details]. Select "Low Sodium" and "Low Sugar" in the 'Diet Restrictions' field. Click [New Row]. Select "Glucerna" in the 'Diet Supplement' cell. Set the 'Portion' cell to "1". Select all values in the 'Days of the Week' cell. Select all values in the 'Meal Periods' cell. Select "Routine" in the 'Routine or PRN' cell. Enter any value into the 'Comments' cell. (ex. if meal is not fully eaten give the client a shake.) Click [Save]. Select "As Needed" in the 'Frequency' field. Enter "28" in the 'Duration' field and click [Days]. Click [Add to Scratchpad]. Validate the 'Diet Restrictions' are displayed in the 'Scratchpad'. Click [Sign]. Validate that the 'Order grid' contains an order for "Order Code A Restrictions: Low Sodium // Low Sugar As Needed" Select the order and click [Copy]. Click [Additional Order Details]. Validate that "Low Sodium" and "Low Sugar" are selected in the 'Diet Restrictions' field. Validate that a 'Diet Supplement' of "Glucerna" is displayed. Validate "1" is displayed in the 'Portion' cell. Validate that all 'Day of the Week' are selected. Validate that all 'Meal Periods' are selected. Validate that "Routine" is displayed in the 'Routine or PRN' cell. Validate that 'Comments' are displayed. Click [Save] and [Add to Scratchpad]. Validate the order is displayed in the 'Scratchpad' with 'Restrictions'. Select the order in the 'Scratchpad'. Click [Additional Order Details] and click [Save]. Click [Update Order]. Validate the order is displayed in the 'Scratchpad' with 'Restrictions'. Click [Sign]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Order grid' contains two orders for "Order Code A" with 'Diet Restrictions'. Scenario 2: OE NX - Validate that 'Additional Order Details' comes over when modifying and reordering a dietary-oral order. Specific Setup: A dietary-oral-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 Select 'Client A' and access the Order Entry Console. Search for and select "Order Code A" in the 'New Order' field. Click [Additional Order Details]. Select "Low Sodium" and "Low Sugar" in the 'Diet Restrictions' field. Click [New Row]. Select "Glucerna" in the 'Diet Supplement' cell. Set the 'Portion' cell to "1". Select all values in the 'Days of the Week' cell. Select all values in the 'Meal Periods' cell. Select "Routine" in the 'Routine or PRN' cell. Enter any value into the 'Comments' cell. (ex. if meal is not fully eaten give the client a shake.) Click [Save]. Select "As Needed" in the 'Frequency' field. Enter "30" in the 'Duration' field and click [Days]. Click [Add to Scratchpad]. Validate the 'Diet Restrictions' are displayed in the 'Scratchpad'. Click [Sign]. Validate that the 'Order grid' contains an order for "Order Code A Restrictions: Low Sodium // Low Sugar As Needed" Select the order and click [Modify]. Click [Additional Order Details]. Validate that "Low Sodium" and "Low Sugar" are selected in the 'Diet Restrictions' field. Select any other value in the 'Diet Restrictions' field. Validate that a 'Diet Supplement' of "Glucerna" is displayed. Validate "1" is displayed in the 'Portion' cell. Validate that all 'Day of the Week' are selected. Validate that all 'Meal Periods' are selected. Validate that "Routine" is displayed in the 'Routine or PRN' cell. Validate that 'Comments' are displayed and click [Save]. Set the 'Duration' field to "28" and press Tab. Validate that [Days] is selected. Set the 'Start Date' to a date that is 25 days in the past. Click [Add to Scratchpad]. Validate the order is displayed in the 'Scratchpad' with all 3 restrictions and click [Sign]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Order grid' contains an order for "Order Code A" with 3 'Diet Restrictions' and "Active No Renew - Use Reorder" in the 'Order Status' column. Select the order and click [Reorder]. Click [Additional Order Details] and click [Save]. Click [Add to Scratchpad]. Validate the 'Scratchpad' contains the order for "Order Code A" with 3 'Restrictions' and an 'Action' of "REORDER". Click [Sign]. Validate the 'Order grid' contains 2 orders for "Order Code A" with 3 'Diet Restrictions' and one has an 'Order Status' of "Active" and the other an 'Order Status' of "Active No Renew Use Reorder".	Topics • NX • Order Entry Console
AV-81409 Summary \| Details Order Entry Console - Dispense Qty with a value of "0" Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Orders This Episode Home Medications Scenario 1: OE NX - Orders This Episode - 'Dispense Qty' set to "0" Specific Setup: A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "ADVIL 200 MG TABLET ORAL" from the 'New order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Tablet". Set the 'Freq' field to "3 TIMES A DAY". Set the 'Duration' field to "11" and click [Days]. Validate the 'Days Supply' field contains "11". Validate the 'Dispense Qty' field contains "33". Set the 'Dispense Qty' to "0". Select "Tablet" in the 'Dispense Qty Unit' field. Validate the 'Direction' field contains "Take one (1) capsule by mouth three times a day". Click [Add to Scratchpad] and [Final Review]. Validate an 'Interactions' dialog may be displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed. Validate the 'Order Details' contains a 'Dispense Quantity' of "0 Tablet", select "None" in 'Output' and click [Sign].Validate the 'Order grid' contains the order. Scenario 2: OE NX - Home Medications - 'Dispense Qty' set to "0" Specific Setup: The 'Default to Client Reported' checkbox must be checked in the 'Order Entry User Definition' form for the logged in user. Please log out of the application and log back in after completing the above configuration. A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Click the 'Home Medications' tab. Uncheck the 'Reported' checkbox. Search for and select "PriLOSEC 10 MG, Capsule, Delayed Release, Oral Capsule" from the 'New order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Capsule". Set the 'Frequency' field to "3 TIMES A DAY". Set the 'Days Supply' field to "11" and press Tab. Validate the 'Dispense Qty' field contains "33". Set the 'Dispense Qty' to "0". Validate the 'Direction' field contains "Take one (1) capsule by mouth three times a day". Click [Add to Scratchpad] and [Final Review]. Validate the 'Final Review' dialog is displayed. Validate the 'Order Details' contains 'Dispense Qty' as "0 Capsule". Select "None" in 'Output' and click [Sign]. Validate the 'Order grid' contains an order for "PriLOSEC 10 MG ORAL Capsule, Delayed Release Take one (1) capsule by mouth three times a day (Refills: 0, Disp. Qty: 0 Capsule)". Scenario 3: OE NX - Admission Med Reconciliation - 'Dispense Qty' set to "0" Specific Setup: A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "ADVIL 200 MG TABLET ORAL" from the 'New order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Tablet". Set the 'Frequency' field to "3 TIMES A DAY". Set the 'Duration' field to "11" and click [Days]. Validate the 'Days Supply' field to "11" and press Tab. Validate the 'Dispense Qty' field contains "33". Set the 'Dispense Qty' to "0". Select "Tablet" in the 'Dispense Qty Unit' field. Validate the 'Direction' field contains "Take one (1) capsule by mouth three times a day". Click [Add to Scratchpad] and [Final Review]. An 'Interactions' dialog may be displayed. Override all Interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog contains all order details pertaining to the order in the 'Order Details' column and that 'Dispense Qty' contains "0 Tablet". Select "None" in 'Output' and click [Sign]. Validate the 'Order grid' contains the order. Access the 'Home Medications' tab. Check the 'No Known Medications' checkbox. Check the 'Medication history reviewed and completed for Episode #1' checkbox. Access the 'Admission Reconciliation' tab. Validate the 'Inpatient Medications Scratchpad' contains the order for "ADVIL 200 MG TABLET ORAL". Select the order and click [Modify]. Validate the 'Days Supply' field contains "11". Validate the 'Dispense Qty' field contains "33". Set the 'Dispense Qty' field to "0". Select "Tablet" in the 'Dispense Qty Unit' field. Click [Update Order]. Search for and select "Lisinopril 10 MG Tablet ORAL" from the 'New order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Tablet". Set the 'Frequency' field to "3 TIMES A DAY". Set the 'Duration' field to "11" and click [Days]. Validate the 'Days Supply' field contains "11". Validate the 'Dispense Qty' field contains "33". Set the 'Dispense Qty' field to "0". Select "Tablet" from the 'Dispense Quantity Unit' field. Click [Add to Scratchpad] and [Reconcile & Review]. An 'Interactions' dialog may be displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed. Validate that both rows contains complete order details pertaining to each order in the 'Order Details' column and that 'Dispense Qty' contains "0 Tablet" for both orders. Select "None" in 'Output' for both orders and click [Sign]. Validate the 'Admission Med Reconciliation' tab is in view-only mode. Scenario 4: OE NX - Discharge Med Reconciliation - 'Dispense Qty' set to "0" Specific Setup: A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Click the 'Home Medications' tab. Uncheck the 'Reported' checkbox. Search for and select "Advil 200 MG Oral Tablet" in the 'New order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Tablet". Set the 'Frequency' field to "3 TIMES A DAY". Set the 'Days Supply' field to "28" and press Tab. Validate the 'Dispense Qty' field contains "84". Set the 'Dispense Qty' to "0". Validate the 'Direction' field contains "Take one (1) tablet by mouth three times a day". Click [Add to Scratchpad] and [Final Review]. Validate the 'Final Review' dialog is displayed. Validate the 'Order Details' column contains all of the details pertaining to the order and that the 'Dispense Qty' contains "0 Tablet". Select "None" in 'Output' and click [Sign]. Validate the 'Order grid' contains an order for "Advil 200 MG ORAL Tablet Take one (1) tablet by mouth three times a day (Refills: 0, Disp. Qty: 0 Tablet)". Click the 'Discharge Reconciliation' tab. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Advil 200 MG ORAL Tablet Take one (1) tablet by mouth three times a day (Refills: 0, Disp. Qty: 0 Tablet)". Select the order and click [Reorder/Modify]. Validate the 'Days Supply' field contains "28". Set the 'Dispense Qty' field to "0" and click [Update Order]. Search for and select "PriLOSEC 10 MG Oral Capsule, Delayed Release" from the 'New order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Capsule". Set the 'Frequency' field to "3 TIMES A DAY". Set the 'Days Supply' field to "28" and press Tab. Set the 'Dispense Qty' to "0". Validate the 'Direction' field contains "Take one (1) capsule by mouth three times a day". Click [Add to Scratchpad]. Set the 'Dispense Days Supply Inhouse Pharmacy' to "8". Click [Review and Sign]. Validate that the 'Final Review' dialog is displayed. Validate that both orders contains all order details in the 'Order Details' column and that order 1 contains a 'Dispense Qty' of "0 Tablet" and that order 2 contains a 'Dispense Qty' of "0 Capsule". Select "None" for both orders in 'Output' and click [Sign]. Validate the 'Discharge Med Reconciliation' tab is in view-only mode.	Topics • NX • Order Entry Console
AV-81506 Summary \| Details Modeled Form - Event Logic. Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Routine Health Monitoring Scenario 1: User Modeled Form - Validate event logic in user modeled forms Specific Setup: A modeled form (Form A) is defined with the following fields: First form section contains: 'Date' field 'Time' field Multi-select dictionary field (Field A) with a value that has event logic to enable other fields when selected (Value A). Second form section contains: 'Start Time' field that becomes enabled/required when "Value A" is selected 'End Time' field that becomes enabled/required when "Value A" is selected A client is enrolled in an existing episode (Client A). Steps Select "Client A" and access "Form A". Enter the desired date in the 'Date' field. Enter the desired time in the 'Time' field. Select "Value A" in "Field A". Navigate to the second form section. Validate the 'Start Time' field is enabled and required. Enter the desired value in the 'Start Time' field. Validate the 'End Time' field is enabled and required. Enter the desired value in the 'End Time' field. Populate any other required and desired fields. Click [Submit]. Select "Client A" and access "Form A". Select the record filed in the previous steps and click [Edit]. Validate all previously filed data is displayed. Close the form.	Topics • Modeling • NX
AV-81704 Summary \| Details Avatar NX - Clinical Document Viewer Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Clinical Document Viewer Staff Document Capture Scenario 1: 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 Access "Form A". Select "Practitioner A" in the 'Select Staff' field. Populate the fields. Select "Final" from the "Draft/Final" field. Validate a dialog stating: "Selecting "Final" prevents future edits." and click [OK]. Click [Submit]. Validate the "Confirm Document" dialog contains the expected data. Click [Sign]. Enter the associated password and click [Verify]. Validate the form closes. Access the 'Clinical Document Viewer' form. Select "Staff" from the 'Select Type:' field. Select "Individual" from the 'Select All or Individual Staff' field. Select "Practitioner A" in the 'Select Staff' field. Click [Process]. Locate and select the document that was saved in the previous steps. Click [View]. Validate the document displays as expected. Click [Search]. Enter the current date in the 'Start:' and 'End:' fields. Click [Process]. Validate the expected results display. Click [Search]. Enter a date prior to the current date in the 'Start:' and 'End:' fields. Click [Process]. Validate no results display. Click [Search] and [Close]. Scenario 2: Staff Document Capture - Validation Specific Setup: Perceptive storage method must be utilized. There must be a practitioner defined (Practitioner A). A document must exist for import. Steps Access the 'Staff Document Capture' form. Enter "Practitioner A" in the 'Staff ID' field. Click [Launch POS Capture]. Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?" Click [Import]. Validate the 'Document Capture' opens in a new window. Select any value in the 'Document Type' field. Enter any value in the 'Document Description' field. Click [Capture] and [Browse]. Locate the file to be imported and click [Open] and [Done]. Validate the image displays. Click [Save]. Validate a message stating: "Save Was Successful." and "Document Added to Avatar!" Access the 'Clinical Document Viewer' form. Select "Staff" in the 'Select Type' field. Select "Individual" in the 'Select All or Individual Staff' field. Select "Practitioner A" in the 'Select Staff' field. Click [Process]. Locate and select the document that was saved in the previous steps. Validate the image displays. Click [Close All Documents], [Search] and [Close]. Navigate back to the open 'Staff Document Capture' form. Click [Launch POS Capture]. Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?" Click [Import]. Validate a second document capture window opens. Navigate back to the open 'Staff Document Capture' form. Click [Discard]. Validate the document capture windows close and the form discards. Scenario 3: Undocked 'Staff Document Capture' Specific Setup: There must be a practitioner defined (Practitioner A). A document must exist for import. Steps Access the undocked 'Staff Document Capture' form. Validate the form opens in a new window. Enter "Practitioner A" in the 'Staff ID' field. Click [Launch POS Capture]. Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?" Click [Import]. Validate the 'Document Capture' opens in a new window. Select any value in the 'Document Type' field. Enter any value in the 'Document Description' field. Click [Capture] and [Browse]. Locate the file to be imported and click [Open] and [Done]. Validate the image displays. Click [Save]. Validate a message stating: "Save Was Successful." and "Document Added to Avatar!" Access the 'Clinical Document Viewer' form. Select "Staff" in the 'Select Type' field. Select "Individual" in the 'Select All or Individual Staff' field. Select "Practitioner A" in the 'Select Staff' field. Click [Process]. Locate and select the document that was saved in the previous steps. Validate the image displays. Click [Close All Documents], [Search] and [Close]. Navigate back to the undocked 'Staff Document Capture' form. Click [Launch POS Capture]. Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?" Click [Import]. Validate a second document capture window opens. Select any value in the 'Document Type' field. Enter any value in the 'Document Description' field. Click [Capture] and [Browse]. Locate the file to be imported and click [Open] and [Done]. Validate the image displays. Click [Save]. Validate a message stating: "Save Was Successful." and "Document Added to Avatar!" Access the 'Clinical Document Viewer' form. Select "Staff" in the 'Select Type' field. Select "Individual" in the 'Select All or Individual Staff' field. Select "Practitioner A" in the 'Select Staff' field. Click [Process]. Locate and select the document that was saved in the previous steps. Validate the image displays. Click [Close All Documents], [Search] and [Close]. Navigate back to the undocked 'Staff Document Capture' form. Click [Discard]. Validate the document capture windows close and the form discards.	Topics • Document Routing • Modeling • NX
AV-81715 Summary \| Details Avatar NX - Form Bundles Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Append Progress Notes Diagnosis Next Of Kin Admission (Outpatient) Admission Referral Information Form Bundler (PM) Scenario 1: Form Bundler: Create and File a New Sequential Bundle Specific Setup: User must have access to the form 'Form Bundler' in 'User Definition'. A client must be admitted to an active episode (Client A). Steps Access the 'Form Bundler' form. Validate a "Form Bundler" dialog is displayed stating: Edit Existing Form Bundle or Create New Form Bundle. Click [Create New] and [Print Current Menu]. Validate a "Form Bundler" menu is displayed. Click [Dismiss]. Enter any value (Form Bundle A) in the 'Form Bundle Description' field. Select "Sequential" from the 'Type of Bundle' field. Select any value from the 'Menu to Place Form Bundle Under' field. Select the 'Included Forms' tab. Click [Add New Item]. Select any value (ex. 'Call Intake') from the 'Form' field. Click [Add New Item]. Select any value of the same entity database as the one selected in the previous step (ex. 'Assign Permanent MR#') from the 'Form' field. Click [Submit]. Access the 'Display Form Bundle' form. Select "All" from the 'Individual or All Form Bundles' field. Click [Process]. Validate a Display Form Bundle report is displayed Validate the report displays "Form Bundle A". Click [Dismiss]. Validate a "Form Return" dialog is displayed stating: Processing report has completed. Do you wish to return to form? Click [No]. Select "Client A" and access the form bundle. Select any value from the 'Select Episode' field. Click [Add]. Validate that the first form in the bundle opens. Complete the required fields and click [Submit]. Validate that the next form in the bundle opens for "Client A" with the episode that was selected upon entering the first form of the bundle. Click [Add] Complete the required fields and click [Submit]. Validate that the next form in the bundle opens for "Client A" with the episode that was selected upon entering the first form of the bundle Click [Add] Complete the required fields and click [Submit]. Compete each of the remaining forms in the bundle and click [Submit]. Validate each form files successfully. Scenario 2: Quick Links - validate quick links when a form is bundled Specific Setup: A sequential form bundle must be set up in 'Form Bundler' using the 'Diagnosis' and 'Append Progress Notes' form with Action on 'Stop Entry' of "Continue to Next Form" (Bundle A). The 'Diagnosis' form has a quick link defined in 'Form Designer'. The following quick link is defined: 'Next Of Kin'. A client is enrolled in an existing episode (Client A). Steps Select "Client A" and access "Bundle A". Validate the 'Diagnosis' form is displayed. Validate the 'Next Of Kin' quick link is displayed. Click [Discard]. Validate the 'Append Progress Notes' form is displayed. Click [Discard]. Select "Client A" and access "Bundle A". Validate the 'Diagnosis' form is displayed. Validate the 'Next Of Kin' quick link is displayed. Click [Next Of Kin]. Validate the 'Next Of Kin' form is displayed. Click [Discard]. Validate the 'myDay' view is displayed. Validate there is a tab for "Client A" displaying the two forms in the bundle. Click [1: Diagnosis]. Validate the 'Diagnosis' form is displayed. Click [Discard]. Validate the 'Append Progress Notes' form is displayed. Click [Discard]. Scenario 3: NX - Admission Form Bundle (Simultaneous) Specific Setup: A sequential form bundle must be set up in 'Form Bundler' using the 'Admission (Outpatient)' and 'Admission Referral Information' form with Action on 'Stop Entry' of "Exit Back to Menu" (Admission with Referral). A client must be enrolled in an existing episode (Client A). A user must be logged in (User A). Steps Access the 'Form Bundler' form. Validate a 'Form Bundler' dialog stating: "Edit Existing Form Bundle or Create New Form Bundle" Click [Edit Existing]. Select "Admission with Referral" in the 'Existing Form Bundles' field. Click [OK]. Select "Simultaneous" in the 'Type of Bundle' field. Validate a 'Confirm' dialog stating: "This bundle contains an admission form. The user will be prevented from entering any other forms within this bundle until the admission form has been completed." and click [OK]. Submit the form and log out. Login as "User A". Select "Client A" and access the 'Admission with Referral' bundle. Validate the 'Admission (Outpatient)' pre-display and click [Add]. Validate the 'Admission (Outpatient)' form displays as expected. Click [Discard]. Validate the user is taken back to their myDay view and no errors display. Validate the form tab displays. Click [Close All Open Forms]. Validate a 'Confirm' dialog stating: "Are you sure you want to close all open forms?" and click [Yes]. With "Client A" selected, access the 'Admission with Referral' bundle. Validate the 'Admission (Outpatient)' pre-display and click [Add]. Validate the 'Admission (Outpatient)' form displays as expected. Populate all required and desired fields. Click [Submit]. Validate the 'Admission Referral Information' form displays. Populate the desired fields and submit. Validate the user is taken back to their myDay view. Validate the 'Header Episode' field contains the new episode. Clear the client.	Topics • Admission • Form Bundles • NX
AV-82373 Summary \| Details Avatar NX - "Close all Open Forms" button 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: Undocked Forms - Validate the "Close all Open Forms" functionality Steps Access the undocked 'Progress Notes (Group and Individual)' form. Validate the undocked 'Progress Notes (Group and Individual)' form is displayed. Navigate back to the myDay view. Click [Close all Open Forms] in the 'Control Panel'. Validate a message is displayed stating: Are you sure you want to close all open forms? Click [No]. Validate the undocked 'Progress Notes (Group and Individual)' form remains open. Click [Close all Open Forms] in the 'Control Panel'. Validate a message is displayed stating: Are you sure you want to close all open forms? Click [Yes]. Validate the undocked 'Progress Notes (Group and Individual)' form closes, as expected. Scenario 2: Docked Forms - Validate the "Close all Open Forms" functionality Steps Access the 'Progress Notes (Group and Individual)' form. Validate the 'Progress Notes (Group and Individual)' form is displayed. Click [Close all Open Forms] in the 'Control Panel'. Validate a message is displayed stating: Are you sure you want to close all open forms? Click [No]. Validate the 'Progress Notes (Group and Individual)' form remains open. Click [Close all Open Forms] in the 'Control Panel'. Validate a message is displayed stating: Are you sure you want to close all open forms? Click [Yes]. Validate the 'Progress Notes (Group and Individual)' form closes, as expected.	Topics • Forms • NX
AV-83036 Summary \| Details Avatar NX - Scheduling Calendar Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Scheduling Calendar Scenario 1: Scheduling Calendar - Drag and drop appointments Specific Setup: A client must be enrolled in an existing episode and have an appointment scheduled (Client A). Steps Access the 'Scheduling Calendar' form. Validate the 'Appointment Grid' contains the appointment for "Client A". Select the appointment for "Client A" and drag and drop it to any other available time. Validate the appointment moves in five minute intervals. Validate the 'Appointment Grid' contains the appointment for "Client A" in the new time slot. Increase the zoom to "20". Select the appointment for "Client A" and drag and drop it to any other available time. Validate the appointment moves in five minute intervals. Validate the 'Appointment Grid' contains the appointment for "Client A" in the new time slot. Increase the zoom to "15". Select the appointment for "Client A" and drag and drop it to any other available time. Validate the appointment moves in five minute intervals. Validate the 'Appointment Grid' contains the appointment for "Client A" in the new time slot. Increase the zoom to "10". Select the appointment for "Client A" and drag and drop it to any other available time. Validate the appointment moves in five minute intervals. Validate the 'Appointment Grid' contains the appointment for "Client A" in the new time slot. Increase the zoom to "5". Select the appointment for "Client A" and drag and drop it to any other available time. Validate the appointment moves in five minute intervals. Validate the 'Appointment Grid' contains the appointment for "Client A" in the new time slot. Select the appointment for "Client A" and resize it, extending the duration of the appointment. Validate the 'Appointment Grid' contains the appointment for "Client A" with the new duration. Click [Dismiss]. Scenario 2: Scheduling Calendar (undocked) - Validate auto refresh Specific Setup: Must have a user (User A) with an associated practitioner (Practitioner A). "User A" must have visibility to two other practitioners with hours (Practitioner B and Practitioner C). "User A" must be logged into two separate Avatar NX sessions (Session A and Session B). A client must be enrolled in an existing episode and have an appointment scheduled with "Practitioner A" for the current day (Client A). Steps In "Session A" launch the 'Scheduling Calendar'. Validate the 'Appointment Grid' contains the appointment for "Client A". Click [Day]. Validate the calendar displays as expected with the practitioners listed above. In "Session B" launch the 'Scheduling Calendar'. Validate the 'Appointment Grid' contains the appointment for "Client A". Click [Week]. Validate the calendar displays as expected with the practitioners listed above. Select the appointment for "Client A" and drag and drop it to any other available time. Validate the 'Appointment Grid' contains the appointment for "Client A" in the new time slot. Validate "Session A" displays the appointment in the new time slot. Resize the appointment for "Client A". Validate "Session A" displays the appointment with the updated duration. Right click the appointment and select "Delete". Validate a 'Delete Appointment' dialog stating: "Are you sure?" and click [Yes]. Validate the appointment no longer displays in either session. In "Session A" right click an open time slot and select "Add Appointment". Validate the 'Appointment Details' form displays. Enter and select "Client A" in the 'Client' field. Enter and select "Practitioner B" in the 'First Co-Practitioner' field. Enter and select "Practitioner C" in the 'Second Co-Practitioner' field. Populate all required and desired fields. Click [Submit]. Validate the 'Appointment Grid' contains the appointment for "Client A" in both sessions.	Topics • NX • Scheduling Calendar
AV-83086 Summary \| Details Avatar NX - Document Routing Scenario 1: '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). A copy of the 'Progress Notes (Group and Individual)' form is defined and named as 'Mental Health Progress Note'. Document routing must be enabled for the 'Mental Health Progress Note' form. The logged in user must have a 'Default Supervisor' in the 'Document Routing' section of the 'User Definition' form (Supervisor A). Steps Select "Client A" and access the 'Mental Health Progress Note' form. Select any value in the 'Progress Note For' field. Select any value in the 'Note Type' field. Select any value in the 'Evidence-Based Practices' field. Populate all required and desired fields. Select "Draft" in the 'Draft/Final' field. Click [File Note]. Validate a 'Progress Notes' dialog stating "Note Filed." and click [OK]. Close the form. Select "Client A" and access the 'Mental Health Progress Note' form. Select the entry from the previous steps in the 'Select Draft Note To Edit' field. Select "Treatment Plan" in the 'Select Treatment Plan Version' field. Click [Select Goal this Note Addresses]. Select the desired goal and click [Return]. Edit any desired fields. Select "Final" in the 'Draft/Final' field. Click [File Note]. Validate a 'Confirm Document' dialog is displayed. Click [Sign and Route]. Enter the password for the logged in user in the 'Password' field. Validate the 'Route Document To' dialog is displayed. Validate "Supervisor A" has defaulted as the approver and is selected. Validate the [Submit] button is enabled. Uncheck "Supervisor A" as the approver. Validate the [Submit] button is disabled. Select "Supervisor A" as the approver. Validate the [Submit] button is enabled. Click [Submit]. Validate a 'Progress Notes' dialog stating "Note Filed." and click [OK]. Close the form.	Topics • Document Routing • NX • Progress Notes
AV-83182 Summary \| Details Avatar NX - My Favorites Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Admission Scenario 1: My Favorites - Validate the 'Favorites Editor' functionality Specific Setup: The logged in user must have access to the 'Admission' form (User A). A user modeled form must be defined (Form A). "User A" has various forms, including "Form A" assigned in their 'My Favorites' menu. Steps Open the 'My Favorites' menu. Validate the menu displays as expected. Click [Edit Favorites]. Validate the 'Favorites Editor' displays. Enter and select "Admission" from the 'What can I help you find?' field. Validate the 'Admission' form displays in the list. Find "Form A" in the list and click [Edit]. Enter "Form A Edit" and click [Save]. Validate the "Form A Edit" displays in the list and click [Save]. Open the 'My Favorites' menu. Click [Admission]. Enter the desired values and click [Search]. Click [New Client]. Populate all required fields for the new client and click [Submit]. Open the 'My Favorites' menu. Click [Admission - Undocked]. Validate the 'Admission' pre-display opens undocked for the newly admitted client. Click [Cancel]. Open the 'My Favorites' menu. Click [Form A Edit]. Validate the form displays as expected. Close the form. Logout. Login as "User A". Open the 'My Favorites' menu. Validate the menu displays as expected. Click [Edit Favorites]. Delete the 'Admission' form. Validate the 'Favorites Editor' dialog does not contain "Admission". Click [Save]. Open the 'My Favorites' menu. Validate the menu displays as expected.	Topics • Admission • My Favorites • NX
AV-84219 Summary \| Details OE NX - Home Medications - Send to Pharmacy Scenario 1: OE NX - Home Medications - Preferred Pharmacy - DEA Schedule associated with Order Code - Days Supply - Client Information on Final Review - 'Reason' and 'Disp. Qty' in 'Order Details' on 'Order grid' Specific Setup: Validate that "Client Reported" is checked in the 'Default to Client Reported in Home Medications' field in the 'Order Entry User Definition' form. The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Do NOT require 'Days Supply' in the Order Entry Console' registry setting must be set to "HM". This is the default value. Note: This is a Netsmart staff only registry setting, please contact your Netsmart representative to have this setting configured to a different value. The 'Avatar PM->Client Information->Client Demographics->->->Age Display Format' registry setting must be set to "1", which is to not show a more detailed age. Please log out of the application and log back in after completing the above configuration. A frequency code must exist. (Frequency Code A) A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form. Steps Select "Client A" and access the 'Order Entry Console'. Select 'Home Medications'. Validate that "No selected pharmacy" and 'Change' with a search icon is displayed before the OrderConnect links. Click 'Change'. Validate that a 'Pharmacy Search' dialog is displayed. Set the 'Keyword' field to the name of a pharmacy that needs to be searched for. Ensure that the search criteria reads: Search Within "All" miles of "Patient Home". Click [Search] Validate that results are displayed. Select any pharmacy and click [Select & Make Preferred]. Validate that the value selected now appears before 'Change' in the format of "Pharmacy Name - Address - Phone Number". Uncheck the 'Client Reported' checkbox. Set the 'New Order' field to "Xyrem 500 MG/1 ML Solution Oral (Schedule III)". Set the 'Dose' field to "1". Validate that the 'Dose Unit' field contains "Milliliter". Select 'Frequency Code A' from the 'Frequency' field. Select any value in the 'Diagnosis' field. Validate that 'Refills' contains "0". Validate that the 'Days Supply' field is not required and enabled. Set the 'Days Supply' field to "30" Validate that the 'Dispense Qty' field contains "30". Select "Milliliter" in the 'Dispense Qty Unit' field. Validate that the 'Start Date' contains the current date. Validate that the 'Stop Date' contains a date that is 30 days in the future of the 'Start Date'. Validate that the 'Directions' field contains "Take one (1) milliliter by mouth as needed". Validate that the 'Reason' field is required and enabled. Enter any value into the 'Reason' field. (ex. To help with withdrawal) Click [Add to Scratchpad] Validate that the 'Scratchpad' contains the new order with "ADD" in the 'Action' column. Validate that 'Order' contains: Xyrem 500 MG/1ML Solution Oral (Schedule III) - Take one (1) milliliter by mouth as needed (Refills: 0, Dispense Quantity: 30) Click [Final Review] Validate that the 'Final Review' dialog is displayed. Validate that 'Client Information' contains: Name: Last Name, First Name DOB: ##/##/#### Age: in years Address: Street, Apt or Suite, City, State, Zip code Home Phone: ###-###-#### Mobile Phone: ###-###-#### Work Phone: ###-###-#### Height: ## in (Date information was entered) Weight: ### lbs (Date information was entered) Validate that 'Order Details' contains a post-it note and that it contains: Xyrem 500 MG/1 ML Solution (Schedule III) - Take one (1) milliliter by mouth as needed - Days Supply: 30 - Number of Refills: 0 - Total # of Rx Fills Approved: 1 - Dispense Quantity: 30 Milliliter - Substitution Allowed - Written Date: [Date the order was written] - Reason: To help with withdrawal Click [Sign]. Validate that the 'Order grid' contains the order for "Xyrem" with the following in 'Order Details': Xyrem 500 mg/1 ML ORAL Solution (Schedule III) - Take one (1) milliliter by mouth as needed (Refills: 0, Disp. Qty: 30 Milliliter) - Reason: To help with withdrawal. Click [View] from the 'History' column. Validate that the fields at the top of the dialog are all populated with the correct information.	Topics • NX
AV-84274 Summary \| Details Order Entry Console (Admission Med Reconciliation section - no access) Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Entry Console Order Entry User Definition User Definition Scenario 1: No access to Orders This Episode, Admission Med Reconciliation, or Discharge Reconciliation when user in 'Order Entry User Definition' is deactivated Specific Setup: A user must exist in 'Order Entry User Definition' that has access to all 'Order Types' and all order actions. (User A) Please log out of the application and log back in after completing the above configuration. A client must exist that has an active episode. (Client A) Must be logged in as "User A". Steps Select "Client A" and access the Order Entry Console. Validate that the 'New Order' field is enabled. Select the 'Home Medications' tab. Validate that the 'New Order' field is enabled. Click the 'Admission Med Reconciliation' tab. Validate that the 'New Order' field is enabled. Click the 'Discharge Med Reconciliation' tab. Validate that the 'New Order' field is enabled. Select 'HomeView' and deselect "Client A". Access the 'Order Entry User Definition' form for "User A". Check the 'Deactivate' checkbox and click [Submit]. Validate a message is displayed stating "Order Entry User Definition has completed. Do you wish to return to form?" and click "No". Log out of the application and log back in as "User A". Select "Client A" and access the Order Entry Console. Validate the 'Orders This Episode' tab contains "Widget disabled due to your security settings". Select the 'Home Medications' tab. Validate the 'New Order' field is enabled. Select the 'Admission Med Reconciliation' tab. Validate that it contains "Widget disabled due to your security settings". Select the 'Discharge Med Reconciliation' tab. Validate that it contains "Widget disabled due to your security settings". Scenario 2: No access to Orders This Episode, Admission Med Reconciliation, or Discharge Reconciliation when a user does not have "Display" checked in 'Order Entry User Definition'. Specific Setup: A user must exist in 'Order Entry User Definition' that has access to all 'Order Types' and all order actions. (User A) Please log out of the application and log back in after completing the above configuration. A client must exist that has an active episode. (Client A) Must be logged in as "User A". Steps Select "Client A" and access the Order Entry Console. Validate that the 'New Order' field is enabled. Select the 'Home Medications' tab. Validate that the 'New Order' field is enabled. Click the 'Admission Med Reconciliation' tab. Validate that the 'New Order' field is enabled. Click the 'Discharge Med Reconciliation' tab. Validate that the 'New Order' field is enabled. Select 'myDay' and click 'Clear Client'. Access the 'Order Entry User Definition' form for "User A". Uncheck the 'Display' checkbox in the 'Order Actions Allowed' field. Validate the 'Order Types Allowed to View' field is disabled and has no values selected. Click [Submit] Validate a message is displayed stating "Order Entry User Definition has completed. Do you wish to return to form?" and click "No". Log out of the application and log back in as "User A". Select "Client A" and access the Order Entry Console. Validate the 'Orders This Episode' tab contains "Widget disabled due to your security settings". Select the 'Home Medications' tab. Validate the 'New Order' field is enabled. Select the 'Admission Med Reconciliation' tab. Validate that it contains "Widget disabled due to your security settings". Select the 'Discharge Med Reconciliation' tab. Validate that it contains "Widget disabled due to your security settings". Scenario 3: No access to Orders This Episode, Admission Med Reconciliation, or Discharge Reconciliation when a user does not have anything set up in 'Order Entry User Definition'. Specific Setup: A user must exist that is set up in 'User Definition' and has access to all forms and tables, but does not have a user profile set up for 'Order Entry User Definition'. (User A) Please log out of the application and log back in after the above configuration. A client must have an active episode. (Client A) Must be logged in as "User A". Steps Select "Client A" and access the Order Entry Console. Validate the 'Orders This Episode' tab contains "Widget disabled due to your security settings". Select the 'Home Medications' tab. Validate that a message is received stating "Authentication failure: OrderConnect Session ID could not be obtained. OrderConnect User Password not known." and click [OK]. Select the 'Admission Med Reconciliation' tab. Validate that it contains "Widget disabled due to your security settings". Select the 'Discharge Med Reconciliation' tab. Validate that it contains "Widget disabled due to your security settings".	Topics • NX • Order Entry Console
AV-84376 Summary \| Details Treatment Plan - Site Specific Time fields Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Site Specific Section Modeling (CWS) Treatment Plan Scenario 1: Treatment Plan - SS Time fields disabled in Treatment Plans Specific Setup: A 'Time' field must be added to the 'Treatment Plan - Problem' using the 'Site Specific Section Modeling' form (Field A). A client must be enrolled in an existing episode (Client A). "Client A" must have a draft filed for the 'Treatment Plan' form (Plan A). Steps Select "Client A" and access the 'Treatment Plan' form. Select "Plan A" and click [Edit]. Validate the plan displays as expected. Click [Launch Plan]. Select the problem. Validate "Field A" is present and click [Current]. Validate "Field A" contains the current time. Click [Return to Plan] and [OK]. Select "Final" in the 'Draft/Final' field. Click [Submit]. Select "Client A" and access the 'Treatment Plan' form. Select "Plan A" and click [Edit]. Validate a 'Treatment Plan' dialog stating: "The plan is marked as Final. Only the following field(s) maybe updated 'Current Status'. Do you want to continue?" Click [Yes]. Validate the plan displays as expected. Click [Launch Plan]. Validate "Field A" cannot be edited and that the ‘Current' button is disabled. Close the form.	Topics • NX • Treatment Plan
AV-85349 Summary \| Details Avatar NX - 'My To Do's' widget Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Document Routing Setup (PM) Progress Notes (Group and Individual) Review To Do Item Reassign To Do Item Treatment Plan Scenario 1: Progress Notes (Group and Individual) - Document Routing - "Allow Transcriber" functionality - Reject/Respond Specific Setup: A user has an associated staff member and has "Yes" selected in the 'Transcriber' field in 'User Definition (User A). A user has an associated staff member and is not a transcriber in 'User Definition' (User B). "User B" does not have access to the 'Progress Notes (Group and Individual)' form. "User A" and "User B" have the 'My To Do's' widget on their HomeView. Document routing is enabled for 'Progress Notes (Group and Individual)' and 'Allow Transcriber' is set to "Yes". A client must be enrolled in an existing episode (Client A). Must be logged in as "User A". Steps Access the 'Progress Notes (Group and Individual)' form. Select "Client A" in the 'Select Client' field. Select "Independent Note" in the 'Progress Note For' field. Select the desired value in the 'Note Type' field. Enter the desired value in the 'Notes Field' field. Select "Final" in the 'Draft/Final' field. Click [File Note]. Validate a "Select Author" dialog is displayed. Select the staff member associated to "User B" in the 'Select Author' field. Click [Submit] and verify successful filing. Log out. Log in as "User B". Navigate to the 'My To Do's' widget. Validate there is a To Do for "Client A". Click [Transcription Review]. Validate the 'Progress Notes (Group and Individual)' button is disabled. Validate the document is displayed with the progress note data and has electronic signatures for the Transcriber (User A) & Author (User B). Click [Reject]. Enter the desired value in the 'Comments for Rejected' field and click [Sign]. Validate the To Do is no longer displayed. Log in as "User A". Navigate to the 'My To Do's' widget. Validate there is a To Do for "Client A". Click [Review To Do Item]. Validate the 'To Do Information' field contains the response from "User B". Select "Reviewed" in the 'Set To Do Item to Reviewed' field. Click [Submit]. Validate the To Do is no longer displayed. Scenario 2: Validate form access in the 'My To Do's' widget Specific Setup: A client must be enrolled in an existing episode (Client A). There must two users (User A and User B). "User A" must be logged in and have an associated practitioner with full form access. "User B" does not have access to the 'Treatment Plan' or the 'Progress Notes (Group and Individual)' form. Both users must have the 'My To Do's' widget configured to their myDay view. The "Send Draft To-Do to Submitting User" registry setting must be enabled for the 'Treatment Plan' and 'Progress Notes (Group and Individual)' forms. Steps Select "Client A" and access the 'Treatment Plan' form. Select the desired date in the 'Plan Date' field. Select the desired value in the 'Plan Type' field Select "Draft" in the 'Treatment Plan Status' field. Validate "Draft" is now selected in the 'Current Status' field. Click [Launch Plan]. Populate all desired and required fields. Click [Return to Plan], [OK], and [Submit]. Select "Client A" and access the 'Progress Notes (Group and Individual)' form. Select "Independent Note" in the 'Progress Note For' field. Select the desired value in the 'Note Type' field. Enter any value in the 'Notes' field. Select "Draft" in the 'Draft/Final' field. Click [Submit Note]. Validate a 'Progress Notes' dialog stating: "Note Filed." and click [OK]. Close the form. Navigate to the 'My To Do's' widget. Validate the to do's display with form buttons for each. In the Treatment Plan To Do, click the 'Open Options' menu. Click [Reassign To Do]. Validate the 'Reassign To Do Item' form displays with the appropriate data. Search for and select "User B" in the 'Select User to Reassign To Do Item to' field. Click [Submit]. Validate the to do no longer displays. Repeat steps 3a-3g for the Progress Note To Do. Close the To Do's. Log out. Log in as "User B". Navigate to the 'My To Do's' widget. Validate the to do's reassigned in the previous steps display. Validate the form buttons do not display since the user do not have access to the associated forms. In the Treatment Plan To Do, click [Review To Do Item]. Validate the 'Review To Do Item' form displays with the appropriate data. Select "Reviewed" in the 'Set To Do Item to Reviewed' field. Click [Submit]. Validate the to do no longer displays. Repeat steps 5c-5g for the Progress Note To Do. Close the To Do's.	Topics • NX • Progress Notes (Group And Individual) • ToDo's • Treatment Plan
AV-85428 Summary \| Details User Menu - 'Manage User Defined Templates' 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: User Menu - Manage User Defined Templates Specific Setup: The 'Enable Templates on Demand for SQL Widgets' registry setting is set to "Y". A client is enrolled in an existing episode (Client A). The 'Progress Notes' widget is accessible on the myDay view. Steps Click [User Menu] on the myDay view. Validate "Manage User Defined Templates" is displayed and select it. Enter the desired value in the 'Template Name' field. Note: this will now be referred to as "Template A". Drag and drop the desired fields to the template from the 'Available Fields' field. Click [Preview]. Validate the Preview displays the added fields. Close the preview. Click [Add] and [Save]. Select "Client A" and access the 'Progress Notes (Group and Individual)' form. Select "Independent Note" in the 'Progress Note For' field. Select the desired value in the 'Note Type' field. In the 'Notes Field' field, navigate to the 'User Defined Templates'. Validate "Template A" is displayed and select it. Validate the 'Notes Field' field contains the contents of "Template A". Select "Draft" in the 'Draft/Final' field. File the note. Select "Client A" and access the 'Progress Notes' widget. Validate the note filed in the previous steps is displayed. Validate the 'Notes Field' field contains the contents from "Template A".	Topics • NX • Progress Notes • User Defined Templates
AV-85517 Summary \| Details Admission - 'Master Patient Index' Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Admission MPI Search User Definition Scenario 1: Admitting a new client with 'Master Patient Index' enabled Specific Setup: 'Master Patient Index' must be enabled and configured. Please note: this must be done by a Netsmart Representative. Steps Access the 'Admission' form. Verify the 'Select Client' dialog exists. Enter any new value in the 'Last Name' field. Enter any new value in the 'First Name' field. Select any value from the 'Sex' field. Click [Search]. Validate the 'Search Results' dialog is displayed stating: No matches found. Click [New Client]. Validate the 'Master Patient Index Search' dialog is displayed. Enter the same value used in the previous steps in the 'Last Name' field. Enter the same value used in the previous steps in the 'First Name' field. Enter any value in the 'Date Of Birth' field. Select the same value used in the previous steps from the 'Sex' field. Click [Search]. Validate the 'MPI Search Results' dialog is displayed showing any results that may have been found. Click [Add New Client]. Validate the "Admission" form is launched and the client first and last name is automatically populated in the "Client Name" field. Populate the required field on the form and any other desired fields. Validate the form files successfully. From the "My Clients" widget, select the new client. Access the 'Admission' form. Validate the fields contain the previously populated values. Close the form. Scenario 2: Admission of a new client when 'Warn if user attempts non-caseload access' setting to "Yes" in 'User Definition Specific Setup: The 'Warn if user attempts non-caseload access' field is set to "Yes" in 'User Definition' for the logged in user. 'Master Patient Index' must be enabled and configured. Please note: this must be done by a Netsmart Representative. Steps Access the 'Admission' form. Verify the 'Select Client' dialog exists. Enter any new value in the 'Last Name' field. Enter any new value in the 'First Name' field. Select any value from the 'Sex' field. Click [Search]. Validate the 'Search Results' dialog is displayed stating: No matches found. Click [New Client]. Validate the 'Master Patient Index Search' dialog is displayed. Enter the same value used in the previous steps in the 'Last Name' field. Enter the same value used in the previous steps in the 'First Name' field. Enter any value in the 'Date Of Birth' field. Select the same value used in the previous steps from the 'Sex' field. Click [Search]. Validate the 'MPI Search Results' dialog is displayed showing any results that may have been found. Click [Add New Client]. Validate the "Admission" form is launched and the client first and last name is automatically populated in the "Client Name" field. Do not enter values in the "Admitting Practitioner" field. Populate the required field on the form and any other desired fields. Validate the form files successfully. Select the new client and access the 'Admission' form. Validate a "Non-Caseload Access" dialog is displayed stating: Client is not contained within your current caseload. Your access of this client on 'date/time' will be recorded within the database. Why are you accessing this client? Enter the desired value and click [OK]. Click [Edit]. Validate the fields contain the previously populated values. Close the form.	Topics • Admission • Master Patient Index • NX
AV-85520 Summary \| Details OE NX - Home Medications - Validating an order Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Home Medications Scenario 1: OE NX - Orders This Episode - New Order (by Nurse who requires validation), Validation by Prescriber Specific Setup: The 'RADplus->General->->->->Default Value for Console View Episodes' registry setting must be set to "1". NOTE: This is a Netsmart Staff only registry setting. Please contact your Netsmart representative to have this setting configured. Please log out of the application and log back in after completing the above configuration. Two users must exist in the application: One whose actions require validation (User A) and One whose actions do not require Validation (User B). A client must have an active episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. "User A" must be logged into the application. Steps Select "Client A”. Validate the 'Header Episode' field contains "All Episodes". Select the most current episode from the 'Header Episode' field. Access the Order Entry Console and click 'Orders This Episode' tab. Search for and select "Ritalin 5 MG Tablet Oral (Schedule II)" from the ‘New Order’ field. Set the ‘Dose’ field to "2". Validate the ‘Dose Unit’ field contains to "Tablet". Select "TWICE A DAY" from the ‘Freq’ field. Set the ‘Duration’ field to “28” and click [Days]. Validate the ‘Days Supply’ field contains "28". Validate the ‘Dispense Qty’ field contains "112". Select "Tablet" in the 'Dispense Qty Unit' field. Click [Add to Scratchpad]. Validate ‘Scratchpad’ contains "Ritalin 5 MG Tablet Oral (Schedule II)Take two (2) tablets by mouth twice a day (Refills: 0, Dispense Quantity: 112)". Search for and select "User B" from the ‘Ordering Practitioner' field. Click [Sign]. Validate the ‘Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed. Validate the 'Order Details' column contains all order details pertaining to the order being created. Select "None" in 'Output' and click [Sign]. Validate the ‘Order grid’ contains an order for "Ritalin” with an 'Order Status' of "Requires Validation". Log out of the application and log back in as "User B". Select "Client A”. Validate the 'Header Episode' field contains "All Episodes". Select the most recent active episode from the 'Header Episode' field. Access the Order Entry Console and click 'Orders This Episode' tab. Select the “Ritalin” order in the ‘Order grid’ and click [Validate]. Validate the 'Final Review' dialog is displayed. Validate the 'Order Details' column contains all order details pertaining to the order being created. Select "None" in 'Output' and click [Sign]. Validate the 'Order grid' contains an order for "Ritalin" with a 'Status' of "Active". Scenario 2: OE NX - Home Medications - Creating an order that requires validation and validating it via the V button Specific Setup: The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'. The 'RADplus->General->->->->Default Value for Console View Episodes' registry setting must be set to "1". NOTE: This is a Netsmart Staff only registry setting. Please contact your Netsmart representative to have this setting configured. Please log out of and back into the application after this configuration has been done Two users must exist in the application: One whose actions require validation (User A) and One whose actions do not require Validation (User 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. A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client C) “Client C” 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. "User A" must be logged into the application. Steps Log into the application as "User A". Select "Client A" and access the Order Entry Console. Validate the 'Header Episode' field contains "All Episodes". Click the 'Home Medications' tab. Uncheck the 'Client Reported' checkbox. Search for and select the staff member associated with "User B" in the 'Ordering Practitioner' field. Search for and select any value in the 'Program' field. Search for and select "Ambien 5 MG ORAL Tablet (Schedule IV)" in the 'New Order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Tablet". Select "EVERY DAY" in the 'Frequency' field. Select any value in the 'Diagnosis' field. Set the 'Days Supply' field to "18" and press Tab. Validate the 'Dispense Qty' field contains "18". Validate the 'Dispense Qty Unit' field contains "Tablet". Validate the 'Directions' field contains "Take one (1) tablet by mouth daily". Click [Add to Scratchpad] and [Final Review]. Validate the 'Final Review' dialog is displayed. Validate the 'Order Details' column contains all the order details pertaining to the order being created. Validate "Pending" is selected in 'Output' and click [Sign]. Validate the 'Order grid' contains the order for "Ambien". Log out of the application and log into the application as "User B". Select "Client C" and access the Order Entry Console. Validate the 'Header Episode' field contains "All Episodes". Select the 'Home Medications' tab. Click the 'V' button. Select the row for "Client A" and click [Validate]. Validate the 'Order grid' contains and order for "Ambien 5 MG ORAL Tablet (Schedule IV)Take one (1) tablet by mouth daily (Refills: 0, Disp. Qty: 18 Tablet)". Select the order and click [Validate]. Validate the 'Final Review' dialog is displayed. Validate the 'Order Details' column contains all the order details pertaining to the order being created. Select "None" in 'Output' and click [Sign]. Select "Active" in the 'Status' field. Validate the 'Order grid' contains an order for "Ambien 5 MG ORAL Tablet (Schedule IV)Take one (1) tablet by mouth daily (Refills: 0, Disp. Qty: 18 Tablet)" with an 'Order Status" of "Active".	Topics • NX • Order Entry Console
AV-85526 Summary \| Details Avatar NX - Document Routing Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Document Routing Setup (PM) Today's E&M Appointments Scenario 1: MedNote - file a progress note sign off with Document Routing (skip password entry) Specific Setup: Must have two users: A user with existing Provider login credentials that is logged in (User A). "User A" has an existing client with an existing progress note with all the required fields filled out (Client A). "User A" must have the 'Medical Note' widget properly configured to a view. A user with an associated practitioner with the 'My To Do's' widget on their myDay view (User B). The following must be enabled in the 'Document Routing Setup' form with the following: "Yes" is selected for 'Skip Password Entry'. "No" is selected for 'Skip Display of Document Image'. Steps Select "Client A" and navigate to the 'Medical Note' widget. Click [Select Note]. Click [Edit] in the "Client's E&M Appointment" row. Validate the existence of the "Facesheet" tab. Complete all required fields on "Document" and "Finalize" tabs. Click the "Finalize" tab and complete all the required fields. Click [Generate Note]. Validate the note displays. Select "Complete" in the 'Completion Status' field. Click [Sign Off]. Validate the 'Confirm Document' dialog displays the note. Click [Accept and Route]. Validate a 'Route Document To' dialog. Search for and select "User B" in the 'Add Approver' field. Click [Add] and [Submit]. Log out. Log in as "User B". Navigate to the 'My To Do's' widget. Locate the To Do just routed and click [Review]. Validate the approver's name is displayed at the bottom of the progress note: "Electronically Signed by Practitioner B". Click [Accept] and [Sign]. Enter the password and click [Verify]. Validate the To Do is removed from the list.	Topics • Document Routing • Medical Note • NX • To-Do's
AV-85540 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: Failed Login Report - Login with an Invalid Password Specific Setup: User must have had at least one failed login attempt. Steps Access the 'Failed Login Report' form. Validate the 'Login Start Date' and 'Login End Date' fields contain the current date. Click [Process]. Validate the 'Failed Login Report' displays as expected. Select any value in the 'Select Zoom' field. Validate the report displays as expected. Click [Close]. Enter any new dates in the 'Login Start Date' and 'Login End Date' fields. Validate the "Process" button is enabled. Click [Process]. Validate the 'Failed Login Report' displays as expected. Click [Close] and close the form. Scenario 2: Form and Table Documentation - field validations - Include all Steps Access the 'Form and Table Documentation' form. Select "Form" in the 'Type of Documentation' field. Select "Individual Form" in the 'Individual or All Forms' field. Select the desired form in the 'Form To Be Documented' field. Select the desired value in the 'Include Dictionary Values' field. Select the desired value in the 'Include User Defined Help Messages' field. Select the desired value in the 'Include Other Form(s) Data Element Cross Reference List' field. Click [Process]. Validate the 'Form and Table Documentation' report is displayed and contains all fields for the selected form. Validate the ability to page through the report as expected by clicking [Next Page] and [Previous Page]. Click the 'Search' field. Enter any value in the 'Search' field and click [Search]. Validate the expected results display. Click [Search Whole Word] and [Search]. Validate the expected results display. If no results are returned, validate a 'Results' dialog stating "No search results." and click [OK]. Validate the 'Search' field is cleared. Click [Search Whole Word]. Enter the desired value in the 'Search' field and click [Search]. Validate the expected results display. Click the 'View' field. Select the desired value in the 'Select Zoom' field and validate the report displays in the corresponding value. Click [Close] and [Discard].	Topics • Form and Table Documentation • NX
AV-85687 Summary \| Details Avatar NX - Scheduling Calendar Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Current Database Locks Scheduling Calendar Scenario 1: Scheduling Calendar (Undocked) - Current Database Locks Specific Setup: A client must be enrolled in an existing episode and have an appointment scheduled (Client A). A service code must be defined (Service Code A). Steps Access the 'Current Database Locks' form. Validate no locks display. Access the 'Scheduling Calendar' form undocked. Validate the calendar displays the appointment for "Client A". Right click on the appointment and select "Check In". Validate the 'Check In' form displays as expected. Switch to the 'Current Database Locks' form. Click [Update Display]. Validate a lock displays for "Client A". Switch to the 'Check In' form. Click [Discard]. Switch to the 'Current Database Locks' form. Click [Update Display]. Validate the lock no longer displays. Switch to the undocked 'Scheduling Calendar' form. Validate the calendar displays the appointment for "Client A". Right click on the appointment and select "Check In". Validate the 'Check In' form displays as expected. Switch to the 'Current Database Locks' form. Click [Update Display]. Validate a lock displays for "Client A". Switch to the 'Check In' form. Close the browser tab. Switch to the 'Current Database Locks' form. Click [Update Display]. Validate the lock no longer displays. Close the form. Switch to the undocked 'Scheduling Calendar' form. Validate the calendar displays the appointment for "Client A". Right click on the appointment and select "Details/Edit". Validate the 'Appointment Details' form displays as expected. Enter and select "Service Code A" in the 'Service Code' field. Switch to the 'Current Database Locks' form. Click [Update Display]. Validate a lock displays for "Client A". Switch to the undocked 'Scheduling Calendar' form. Click [Dismiss]. Validate the Scheduling Calendar and 'Appointment Details' form close. Switch to the 'Current Database Locks' form. Click [Update Display]. Validate the lock no longer displays. Close the form. Scenario 2: Scheduling Calendar - Current Database Locks Specific Setup: Two clients must be enrolled in an existing episode and have an appointment scheduled (Client A and Client B). A service code must be defined (Service Code A). The user must have two browsers open: A browser to test Avatar NX (Browser A). Another browser to follow test steps. Steps Access the 'Current Database Locks' form undocked. Validate no locks display. Access the 'Scheduling Calendar' form. Validate the calendar displays the appointment for "Client A". Right click on the appointment and select "Check In". Validate the 'Check In' form displays as expected. Switch to the undocked 'Current Database Locks' form. Click [Update Display]. Validate a lock displays for "Client A". Switch to the 'Check In' form. Click [Discard]. Switch to the undocked 'Current Database Locks' form. Click [Update Display]. Validate the lock no longer displays. Switch to the 'Scheduling Calendar' form. Validate the calendar displays the appointment for "Client A". Right click on the appointment and select "Check In". Validate the 'Check In' form displays as expected. Switch to the undocked 'Current Database Locks' form. Click [Update Display]. Validate a lock displays for "Client A". Switch to the 'Check In' form. Close the browser tab. Switch to the undocked 'Current Database Locks' form. Click [Update Display]. Validate the lock no longer displays. Switch to the 'Scheduling Calendar' form. Validate the calendar displays the appointment for "Client A". Right click on the appointment and select "Details/Edit". Validate the 'Appointment Details' form displays as expected. Enter and select "Service Code A" in the 'Service Code' field. Switch to the undocked 'Current Database Locks' form. Click [Update Display]. Validate a lock displays for "Client A". Switch to the 'Scheduling Calendar' form. Click [Dismiss]. Validate the Scheduling Calendar and 'Appointment Details' form close. Switch to the undocked 'Current Database Locks' form. Click [Update Display]. Validate the lock no longer displays. Access the 'Scheduling Calendar' form. Validate the calendar displays the appointment for "Client A". Right click on the appointment and select "Check In". Validate the 'Check In' form displays as expected. Right click the icon for "Browser A" and select "Close window". Validate all windows close. Open a new NX instance using the same browser and login. Access the 'Current Database Locks' form undocked. Validate the lock from "Client A" is still present. Access the 'Scheduling Calendar' form. Validate the calendar displays the appointment for "Client B". Right click on the appointment and select "Check In". Validate the 'Check In' form displays as expected. Switch to the undocked 'Current Database Locks' form. Click [Update Display]. Validate a lock displays for "Client A" and "Client B". Access the Task Manager, and end the task for "Browser A". Validate all windows close. Open a new NX instance using the same browser and login. Access the 'Current Database Locks' form. Set a timer for 10 minutes. Click [Update Display]. Validate both locks are cleared after this time. Close the form.	Topics • NX • Scheduling Calendar
AV-85866 Summary \| Details Treatment Plan - 'Assigned Services' grid Scenario 1: Treatment Plan (Interventions) - "Assigned Services" grid functionality Specific Setup: The client must be admitted to an active episode. (Client A). Registry setting 'Avatar CWS->Treatment Plan->->->->Enable Service Entry Restriction by Client Treatment Plan' must be enabled. Registry setting 'Avatar PM->System Maintenance->Program Maintenance->->->Activate Program/Service Code Filter' must be enabled. Document routing must be enabled for the 'Treatment Plan' form through 'Document Routing Setup'. Steps Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Set the 'Plan Date' field to the current date. Select any value in the 'Plan Type' field. Select any value from the 'Problem List'. Enter any value in the 'Strengths' field. Enter any value in the 'Weakness' field. Enter any value in the 'Discharge Planning' field. Select "Draft" in the 'Draft/Final' field. Click [Launch Plan]. Select the problem from the 'Tree View'. Select any value from the 'Status' field. Validate that all the fields display as expected. Add a 'Goal' and 'Objective' if desired and validate the fields display as expected. Click [Add New Intervention]. Enter any value in the 'Intervention' text field. Select any value from the 'Status' field. Click [Add Service] in the 'Assigned Services' field. Validate the 'Assigned Services' gird fields are displayed in the following order: Service Program, Service Code, Frequency, Duration, Amount, Service Mode, Place of Service, Agency and Staff Responsible. Populate the 'Service Program' field. Enter a search value in the 'Service Code' field to bring up the listing of service code values. Select any service code. Validate that the service code field is populated as expected in the 'Service Code' field. Select any value in the 'Frequency' field. Select any value in the 'Duration' field. Enter any value in the 'Amount' field. Select any value in the 'Service Mode' field. Select any value in the 'Place of Service field. Enter and value in the 'Agency and Staff Responsible' field. Click [Add Service] in the 'Assigned Services' field. Populate all desired fields. Click [Return To Plan]. Click [Submit]. Select "Client A" and access the Chart View. Select "Treatment Plan" from the 'Forms List'. Validate the draft 'Treatment Plan' data filed in the previous steps is displayed. Validate the 'Assigned Services' field contains the data in the following order: Service Program, Service Code, Frequency, Duration, Amount, Service Mode, Place of Service, Agency and Staff Responsible. Close the chart. Select "Client A" and access the 'Treatment Plan' form. Click to edit the row just submitted. Click [Launch Plan]. Click the 'Interventions' item on the plan tree. Click [Add New Intervention]. Enter any value in the 'Intervention' text field. Select any value from the 'Status' field. In the 'Assigned Services' grid, click [Copy Service]. In the 'Add Services From Other Interventions' dialog, choose the service added in the intervention previously submitted. Click [Copy]. Validate that the 'Assigned Services' grid columns are populated with the service information, as expected. Click [Copy Service]. Validate that the service previously copied is disabled and select the remaining service. Validate the services display as expected and neither are duplicated. Select the 'Assigned Services' row just added. Click the [Delete Service] button. Validate that the service row is removed from the 'Assigned Services' grid, as expected. Click [Return to Plan]. Select "Final" in the 'Draft/Final' field. Click [Submit]. Validate the document routing preview displays the 'Assigned Services' data in the following order: Service Program, Service Code, Frequency, Duration, Amount, Service Mode, Place of Service, Agency and Staff Responsible. Click [Accept]. Enter the password associated with the logged in user and click [Verify]. Select "Client A" and access the Chart View. Select "Treatment Plan" from the 'Forms List'. Validate the finalized 'Treatment Plan' data filed in the previous steps is displayed. Validate the 'Assigned Services' field contains the data in the following order: Service Program, Service Code, Frequency, Duration, Amount, Service Mode, Place of Service, Agency and Staff Responsible. Close the chart.	Topics • Chart View • Document Routing • Treatment Plan
AV-85902 Summary \| Details Avatar NX - Client Header Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Allergies and Hypersensitivities Progress Notes (Group and Individual) 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). A client must be enrolled in an existing episode without a picture on file (Client B). 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 Select "Client A" and access the 'Client Dashboard'. Hover over the 'Client Image' and validate the 'Import', 'Enlarge', and 'Delete Image' icons display. Click [Enlarge]. Validate the picture displays as expected and click [Close]. Click [Delete Image]. Validate a 'Confirm' dialog stating: "Would you like to remove the current client picture?" and click [OK]. Validate the picture no longer displays. Click [Import]. Validate an 'Import Client Picture' dialog displays and click [Browse]. Select "Picture A" and validate it displays in the dialog. Click [Save]. Validate "Picture A" displays and click [Close]. Click [Clear Client]. Access the 'Import Client Picture' form. Enter "Client A" in the 'Client' field. Validate "Picture A" displays as expected in the 'Picture' field. Click [Clear Image]. Validate "No Picture" displays in the 'Picture' field. Click [Acquire Image]. Select "Picture A". Validate "Picture A" displays as expected in the 'Picture' field. Click [Submit] and [No]. Log out. Log in as "User B". Attempt to access the 'Import Client Picture' form. Validate this form is not an option. Select "Client A" and access the 'Client Dashboard'. Hover over the 'Client Image' and validate 'Enlarge' is the only option. Click [Enlarge]. Validate "Picture A" displays as expected. Click [Close]. Close the dashboard. Select "Client B" and access the 'Client Dashboard'. Hover over the 'Client Image' area and validate no options display. Close the dashboard. Scenario 2: Validate form access in the Client Header Specific Setup: A client must be admitted into an active episode and have 100 allergies on file (Client A). A client must be admitted into an active episode (Client B). There must be two users: A user that is logged in and has full access to forms (User A). A user that does not have access to the 'Allergies and Hypersensitivities' form (User B). The users' myDay view must be configured to include the Client Information header (View A). Please note: This is for Avatar NX systems only. Steps Select "Client A" and navigate to "View A". Hover over the 'Allergies (100)' link in the 'Client Header'. Validate a flyover displays fifteen allergies listed and 85 more. Click the 'Allergies (100)' link. Validate a menu displays and the user can scroll through all the allergies. Close the menu. Click edit icon. Validate the 'Allergies and Hypersensitivities' form opens. Validate the edit icon no longer displays in the 'Client Header'. Discard the form. Select "Client A" and launch the 'Client Dashboard'. Validate the 'Client Dashboard' displays as expected. Hover over the 'Allergies (100)' link in the 'Client Header'. Validate a flyover displays fifteen allergies listed and 85 more. Click the 'Allergies (100)' link. Validate a menu displays and the user can scroll through all the allergies. Close the menu. Click edit icon. Validate the 'Allergies and Hypersensitivities' form opens. Validate the edit icon no longer displays in the 'Client Header'. Discard the form. With "Client A" selected, access the 'Progress Notes (Group and Individual)' form. Clear the 'Select Client' field. Enter and select "Client B" in the 'Select Client' field. Click the edit icon. Validate the 'Allergies and Hypersensitivities' form displays for "Client B". Discard the forms. Log out. Log in as "User B". Select "Client A" and navigate to "View A". Validate the edit icon does not display in the 'Client Header'. Validate a flyover displays fifteen allergies listed and 85 more. Click the 'Allergies (100)' link. Validate a menu displays and the user can scroll through all the allergies. Close the menu. Launch the 'Client Dashboard'. Validate the edit icon does not display in the 'Client Header'. Hover over the 'Allergies (100)' link in the 'Client Header'. Validate a flyover displays fifteen allergies listed and 85 more. Click the 'Allergies (100)' link. Validate a menu displays and the user can scroll through all the allergies. Close the menu. Scenario 3: Condensed Client Header validations Specific Setup: The logged in user must have access to the 'Client Lookup/Header Configuration Manager' form (User A). The 'Bed Board POV' widget is installed and enabled. Five "Client Alerts" are defined in the 'CarePOV Management' form with icons. 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). A client is enrolled in an existing episode and has data filed for the five client alerts to display (Client A). "Client A" must have allergies and a client photo on file. A program is defined (Program A). A client is admitted in "Program A" (Client B). Please note: This is for Avatar NX systems only. This is for initial configuration. Once the 'Expand/Collapse' toggle has been selected, it will override settings in the 'Client Lookup/Header Configuration Manager' form for the user. Steps Access the 'Client Lookup/Header Configuration Manager' form. Validate the "Condensed Header" and "Condensed Header Override" fields display. Navigate to the 'Condensed Header' tab. Validate "Bed Board Alerts" is selected in the 'Condensed Header Field Position 2' field. Select any value in the 'Condensed Header Field Position 1' field. Select "Yes" in the 'Default Views To Condensed Header' field. Select "Yes" in the 'Default Client Entity Forms to Condensed Header' field. Validate text displays stating: "Note: This setting will default all views configured to include client information header in view to utilize the condensed header. Individual views may still override this setting via the options 'Default Client Information header to condensed view' in View Definition > View Designer." Navigate to the 'Condensed Header Override' tab. Click [Add New Item]. Select "Program A" in the 'Program' field. Select any value in the 'Condensed Header Field Position 1' field. Select any value in the 'Condensed Header Field Position 2' field. Select "No" in the 'Default Client Entity Forms To Condensed Header' field. Click [Submit]. Log out. Log in as "User A". Navigate to the 'All Documents' view. Select "Client A" from the 'My Clients' list. Validate the client information header is condensed. Validate the value selected in the 'Condensed Header Field Position 1' field displays. Validate the 'Bed Board Alerts' display. Click [View] and validate a menu displaying all 'Active Alerts'. Close the menu. Click [Allergies] and validate a menu displaying allergies. Close the menu. Make the browser window smaller. Validate no white displays in the client information header. Maximize the browser window. Click the 'Expand/Collapse' toggle. Validate the client information header is full size. Navigate to the 'myDay' view. Navigate to the 'All Documents' view. Validate the client information header is full size. Launch the 'Client Dashboard'. Validate the client information header is full size. Click the 'Expand/Collapse' toggle. Validate the client information header is condensed. Click [Close]. Navigate to the 'myDay' view. Access the 'Progress Notes (Group and Individual)' form. Validate the client information header is condensed. Clear the 'Select Client' field. Enter and select "Client B" in the 'Select Client' field. Validate the client information header is full size. Close the form. Access the 'View Definition' form. Click [Select View]. Select "Add New View" in the 'Select Views' field. Click [OK]. Enter any value in the 'View ID' field. Enter "View A" in the 'View Description' field. Select "Home View" in the 'View Type' field. Select "Yes" in the 'Allow User To Customize View' field. Click [Launch View Designer]. Validate 'Default Client Information header to condensed view' is disabled. Click [Include Client Information header in view]. Validate 'Default Client Information header to condensed view' is now enabled. Select the desired widgets and arrange them as desired. Click [Submit], [Submit], and [No]. Access the 'NX View Definition' form. Select "User" in the 'User or Role' field. Enter and select "User A" in the 'Select User' field. Click [Additional myDay Views]. Select "View A" and click [OK]. Click [File]. Validate an 'Avatar NX View Definition' dialog stating: "Filed" and click [OK]. Close the form. Validate "View A" displays in the top navigation. Navigate to "View A". Validate the client information header is full size. Select the 'Customize Toggle' button. Select the 'My Activity' menu. Select the 'View/Add Widgets' tab. De-select 'Include Client Information header in view'. Validate the client information header no longer displays. Select the 'Customize Toggle' button and close the menu.	Topics • Allergies and Hypersensitivities • NX • Progress Notes (Group And Individual) • RADplus Utilities