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Avatar NX Update 2023.03.00 Acceptance Tests

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AV-77661 Summary | Details
Avatar NX - support for the 'Restrict Practitioner Search By Program' registry setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
Scenario 1: 'Coming In Today' widget - Validate the 'Restrict Practitioner Search By Program' registry setting
Specific Setup:
  • A practitioner is defined with hours and only has "(301) O.P. Adolescent Psych" selected in the 'Program Association' field in 'Practitioner Enrollment' (Practitioner A).
  • A client is enrolled in an existing episode (Client A).
  • The 'Coming In Today' widget is on the HomeView.
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Restrict Practitioner Search By Program" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Select "Restrict Practitioner Search By Program" and click [OK].
  5. Enter "N" in the 'Registry Setting Value' field.
  6. Click [Submit] and close the form.
  7. Access the 'Scheduling Calendar' form.
  8. Right click in the 'Appointment Grid' for "Practitioner A".
  9. Click [Add Appointment].
  10. Validate the 'Practitioner' field contains "Practitioner A".
  11. Enter the desired value in the 'Service Code' field.
  12. Enter "Client A" in the 'Client' field.
  13. Validate the 'Practitioner' field contains "Practitioner A".
  14. Validate the 'Program' field contains all programs.
  15. Select "(307) O.P. Mature Adult S.A." in the 'Program' field.
  16. Click [Submit].
  17. Validate the 'Appointment Grid' contains the appointment added for "Practitioner A".
  18. Click [Dismiss].
  19. Access the 'Registry Settings' form.
  20. Enter "Restrict Practitioner Search By Program" in the 'Limit Registry Settings to the Following Search Criteria' field.
  21. Click [View Registry Settings].
  22. Select "Restrict Practitioner Search By Program" and click [OK].
  23. Enter "Y" in the 'Registry Setting Value' field.
  24. Click [Submit] and close the form.
  25. Access the 'Coming In Today' widget.
  26. Validate the appointment for "Client A" is displayed.
  27. Click [Not Present].
  28. Validate a message is displayed stating: Change status to "Checked In"? This action cannot be undone.
  29. Click [Yes].
  30. Validate a message is displayed stating: The program is not valid for the practitioner.
  31. Click [OK].
  32. Validate the appointment for "Client A" still displays as "Not Present".
  33. Access the 'Registry Settings' form.
  34. Enter "Restrict Practitioner Search By Program" in the 'Limit Registry Settings to the Following Search Criteria' field.
  35. Click [View Registry Settings].
  36. Select "Restrict Practitioner Search By Program" and click [OK].
  37. Enter "N" in the 'Registry Setting Value' field.
  38. Click [Submit] and close the form.
  39. Access the 'Coming In Today' widget.
  40. Validate the appointment for "Client A" is displayed.
  41. Click [Not Present].
  42. Validate a message is displayed stating: Change status to "Checked In"? This action cannot be undone.
  43. Click [Yes].
  44. Validate the appointment for "Client A" displays as "Currently Checked In".
  45. Click [Currently Checked In].
  46. Validate the appointment for "Client A" displays as "Currently In Treatment".
  47. Click [Currently In Treatment].
  48. Validate the appointment for "Client a" displays as "Checked Out".
Topics
• NX
AV-80092 Summary | Details
Avatar NX - 'Coming In Today' widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All Documents Widget
  • Client Ledger
  • Scheduling Calendar
Scenario 1: 'Coming In Today' widget - validate missed visit functionality
Specific Setup:
  • The 'Post Missed Visit Appointments Within Scheduling Calendar' registry setting is set to "YP".
  • The following fields must be populated in the 'Appointment Scheduling System Defaults' form: 'Inpatient Progress Note', 'Outpatient Progress Note', 'Note Type' and 'Reason For Correction (Progress Note)'.
  • The 'Coming in Today' widget must be configured on the user's myDay view.
  • 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).
  • An appointment for a client must be created for the current date (Client A).
Steps
  1. Navigate to the 'Coming In Today' widget.
  2. Select the row for the existing appointment for "Client A".
  3. Check "Yes" in the 'Missed Visit' field.
  4. Select the desired missed visit service code in the 'Service Code' field.
  5. Enter any value in the 'Notes' field.
  6. Click [File].
  7. Validate a 'Confirmation' dialog is displayed stating: "File successful".
  8. Click [OK].
  9. Refresh the widget.
  10. Validate the appointment for "Client A" displays as "Missed".
  11. Access the 'Scheduling Calendar' form.
  12. Validate the 'Appointment Grid' contains the missed visit for "Client A".
  13. Click [Dismiss].
  14. Access the 'Client Ledger' form.
  15. Enter "Client A" in the 'Client ID' field.
  16. Select "All Episodes" in the 'Client/Episode/All Episodes' field.
  17. Select "Simple" in the 'Ledger Type' field.
  18. Select "Yes" in the 'Include Zero Charges' field.
  19. Click [Process].
  20. Validate the service has been posted for the missed visit.
  21. Click [Dismiss] and close the form.
  22. Select "Client A" and navigate the 'All Documents' view.
  23. Select 'All Forms'.
  24. Select the progress note form defined in the 'Appointment Scheduling System Defaults' form.
  25. Validate a progress note was created for the missed visit.
  26. Navigate to the 'Coming In Today' widget.
  27. Select the missed visit appointment for "Client A".
  28. Click [Missed].
  29. Validate a 'Confirmation' dialog is displayed stating: "A missed visit was previously recorded for this appointment, do you want to delete the missed visit?"
  30. Click [Yes].
  31. Validate a 'Confirmation' dialog is displayed stating: "Change status to "Checked In"? This action cannot be undone."
  32. Click [Yes].
  33. Validate the appointment for "Client A" now displays as "Currently Checked In".
  34. Access the 'Scheduling Calendar' form.
  35. Validate the 'Appointment Grid' contains the checked in appointment for "Client A".
  36. Click [Dismiss].
  37. Access the 'Client Ledger' form.
  38. Enter "Client A" in the 'Client ID' field.
  39. Select "All Episodes" in the 'Client/Episode/All Episodes' field.
  40. Select "Simple" in the 'Ledger Type' field.
  41. Select "Yes" in the 'Include Zero Charges' field.
  42. Click [Process].
  43. Validate the service is no longer displayed.
  44. Click [Dismiss] and close the form.
  45. Select "Client A" and navigate the 'All Documents' view.
  46. Click [Close All].
  47. Refresh the 'All Documents' widget.
  48. Select 'All Forms'.
  49. Select the progress note form defined in the 'Appointment Scheduling System Defaults' form.
  50. Validate the progress note is no longer displayed.
Topics
• All Documents Widget • Scheduling Calendar • Widgets
AV-80776 Summary | Details
Avatar NX - Add/Remove Caseload Functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Nursing Caseload Assignment
  • Admission
  • Team Definition
Scenario 1: Validate adding/removing clients from a user caseload
Specific Setup:
  • Two users are defined as practitioners (Practitioner A & Practitioner B).
  • An inpatient client must be added to the caseload of "Practitioner B" (Client A).
  • Take note of the 'Unit' the client is admitted in.
  • Must be logged in as the user associated to "Practitioner A".
  • Two views are defined with the 'My Clients' list (View A & View B)
  • "View A" must be the logged in user's default HomeView
  • "View B" must be associated to the HomeView
Steps
  1. Access the 'Nursing Caseload Assignment' form.
  2. Select the unit "Client A" is admitted to in the 'Select Clients From Unit' field.
  3. Select "Client A" in the 'Select Clients To Include In Current Caseload' field.
  4. Click [Move Selected Clients To Current Caseload].
  5. Validate the 'Current Caseload' field contains "Client A".
  6. Click [Submit].
  7. Navigate to the 'My Clients' widget on "View A".
  8. Validate "Client A" is displayed.
  9. Select "View B".
  10. Navigate to the 'My Clients' widget.
  11. Validate "Client A" is displayed. Note: this may take up to 30 seconds.
  12. Access the 'Nursing Caseload Assignment' form.
  13. Click [Clear/Release Entire Current Caseload].
  14. Validate the 'Current Caseload' field no longer contains "Client A".
  15. Click [Submit].
  16. Navigate to the 'My Clients' widget on "View A".
  17. Validate "Client A" is no longer displayed.
  18. Select "View B".
  19. Navigate to the 'My Clients' widget.
  20. Validate "Client A" is no longer displayed. Note: this may take up to 30 seconds.
Scenario 2: Validate the 'Recent Clients' list functionality
Specific Setup:
  • A user must be defined and logged in (User A).
  • "User A" must be associated to a user role (Role A).
  • The 'Enable enhanced caseload management' registry setting must be set to "Role A".
  • Four clients must have active episodes not part of "User A's" caseload. (Client A, Client B, Client C, and Client D).
Steps
  1. Search for and select “Client A” in the ‘Search Clients’ field of the ‘My Clients’ widget.
  2. Access any form within the application for “Client A”.
  3. Close the form.
  4. Validate that "Client A" is displayed under 'Recent Clients'.
  5. Right click “Client A” and select [Remove From List].
  6. Validate that the 'Recent Clients' list does not contain "Client A".
  7. Search for and select “Client B” in the ‘Search Clients’ field of the ‘My Clients’ widget.
  8. Access any form within the application for “Client B”.
  9. Close the form.
  10. Validate that “Client B” displays in the ‘Recent Clients’ list.
  11. Search for and select “Client C” in the ‘Search Clients’ field of the ‘My Clients’ widget.
  12. Access any form within the application for “Client C”.
  13. Close the form.
  14. Validate that “Client B” and “Client C” display in the ‘Recent Clients’ list.
  15. Right click “Client B” and select [Remove From List].
  16. Validate that “Client B” is not displayed in the ‘Recent Clients’ list.
  17. Right click “Client C” and select [Remove From List].
  18. Validate that “Client C” is not displayed in the ‘Recent Clients’ list.
  19. Search for and select “Client D” in the ‘Search Clients’ field of the ‘My Clients’ widget.
  20. Access any form within the application for “Client D”.
  21. Close the form.
  22. Validate that “Client D” displays in the ‘Recent Clients’ list.
  23. Right click “Client D” and select [Remove From List].
  24. Validate that “Client D” is not displayed in the ‘Recent Clients’ list.
  25. Access the ‘Admission’ form.
  26. Fill out all required fields and click [Submit]. This will be "Client E".
  27. Validate that “Client E” displays in the ‘Recent Clients’ list.
  28. Access the ‘Team Definition’ form.
  29. Set the 'Team ID' field to "PT1".
  30. Set the 'Team Description' field to "Physician Team 1".
  31. Select "Yes" In the 'Active' field.
  32. Select "Yes" in the 'Physician Team' field.
  33. Select "Yes" in the 'Team Accepts Consult Orders' field.
  34. Click [Select Users].
  35. Select "User A" and click [OK].
  36. Select "No" in the 'Disable Adding Clients to Caseload' field.
  37. Select "No" in the 'Use Team Finalizer as Default Supervisor for Document Routing' field.
  38. Validate the 'Team Information' field contains "User A"
  39. Select the ‘Individual Client Assignment’ section.
  40. Click [Add New Item].
  41. Search for and select “Client E” in the ‘Client ID’ field.
  42. Select the ‘Team Definition’ section and click [File].
  43. Validate a "Filed" message is displayed and click [OK].
  44. Close the form.
  45. Validate that “Client E” displays in the ‘My Clients’ widget.
  46. Right click "Client E" and select [Remove From Physician Team].
  47. Access the ‘Team Definition’ form.
  48. Click [Select Team].
  49. Select “PT1 (Physician Team Test)” in the ‘Select one of the following’ field and click [OK].
  50. Select the ‘Individual Client Assignment’ section.
  51. Validate that “Client E” no longer displays in the ‘Individual Client Assignment’ grid.
  52. Close the form.
Scenario 3: 'My Clients' widget - Add to My Caseload, Remove From My Caseload
Specific Setup:
  • A user must be defined and logged in (User A).
  • "User A" must be associated to a user role and have access to all tables (Role A).
  • The 'Enable enhanced caseload management' registry setting must be set to "Role A".
Steps
  1. Access the ‘Admission’ form.
  2. Fill out all required fields and click [Submit]. This will be "Client A"
  3. Validate that "Client A" displays in the ‘Recent Clients’ list.
  4. Right click "Client A" and select [Add to My Caseload].
  5. Validate the ‘My Clients’ widget contains “Client A”.
  6. Right click "Client A" under 'My Clients' and select [Remove From My Caseload].
  7. Validate that “Client A” no longer displays in the ‘My Clients’ widget.
  8. Create a report using the 'SYSTEM.radplus_caseload' table using the following fields: 'PATID', 'USERID' and 'caseload_type_CSM_value, hidden'.
  9. Filter the report by selecting "Client A's PATID" in the 'PATID' field.
  10. Validate the report contains no rows of data for "Client A".
  11. Access the ‘Team Definition’ form.
  12. Click [Select Team].
  13. Select “PT1 (Physician Team Test)” in the ‘Select one of the following’ field and click [OK].
  14. Select the ‘Individual Client Assignment’ section.
  15. Search for and select “Client A” in the ‘Client ID’ field.
  16. Select the ‘Team Definition’ section and click [File].
  17. Validate a "Filed" message is displayed and click [OK].
  18. Close the form.
  19. Validate that “Client A” does not display in the ‘My Clients’ widget.
  20. Refresh the report using the 'SYSTEM.radplus_caseload' table.
  21. Validate a row is displayed for "Client A".
  22. Validate the 'caseload_type_CSM_value' field contains "Team Caseload Assignment".
  23. Validate the 'hidden' field contains "X"
  24. Right click "Client A" in 'Recent Clients' and select [Add to My Caseload].
  25. Validate the ‘My Clients’ widget contains “Client A”.
  26. Refresh the report using the 'SYSTEM.radplus_caseload' table.
  27. Validate the report contains two rows of data for "Client A".
  28. Validate the 'caseload_type_CSM_value' field contains "Individually Selected" for the new row added.
  29. Validate the 'hidden' field contains no value for both rows.
  30. Right click "Client A" and select [Remove From Physician Team].
  31. Validate the ‘My Clients’ widget contains “Client A”.
  32. Refresh the report using the 'SYSTEM.radplus_caseload' table.
  33. Validate there is only one row of data for "Client A" that has "Individually Selected" in the 'caseload_type_CSM_value' field.
  34. Right click "Client A" under 'My Clients' and select [Remove From My Caseload].
  35. Validate that “Client A” no longer displays in the ‘My Clients’ widget.
  36. Refresh the report using the 'SYSTEM.radplus_caseload' table.
  37. Validate the report contains no rows of data for "Client A".
  38. Close the report.
Topics
• Admission • My Clients • NX
AV-82560 Summary | Details
Avatar NX - Payment by Posting Date
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Crystal Report Viewer
  • Payment by Posting Date
Scenario 1: Payment by Posting Date - Field Validations
Specific Setup:
  • There must be payments posted within the date range entered.
Steps
  1. Access the 'Payment by Posting Date' form.
  2. Validate the 'User' field is empty.
  3. Select "All Users" in the 'Report Type' field.
  4. Validate the 'User' field is disabled.
  5. Validate the 'Receipt Number' field is disabled.
  6. Validate the 'Check Number' field is disabled.
  7. Validate the 'Client' field is disabled.
  8. Enter the desired value in the 'Start Date' field.
  9. Enter the desired value in the 'End Date' field.
  10. Click [Process].
  11. Validate the crystal report displays as expected in a new window.
  12. Close the report and the form.
Topics
• NX • Report Viewer
AV-82607 Summary | Details
OE NX - Order Entry Console - Source
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
  • Order Entry User Role
  • Registry Settings (PM)
Scenario 1: OE NX - Order Entry Console (all sections) - Ensure the 'Source' field does not contain a default value.
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Order Entry Source' registry setting must not contain a value or be set to "N".
  • The 'Default Order Entry Source' field in 'Order Entry User Role' must not contain a value. (Order Entry User Role 1)
  • In 'Order Entry User Definition' a user must be associated with "Order Entry User Role 1" and have the ability to customize the user role. In addition, the 'Default Order Entry Source' field must not contain a value. (User A)
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • "User A" must be logged into the application.
Steps
  1. Search for and select "Client A" and access the Order Entry Console.
  2. Validate the 'Source' field does not contain a value.
  3. Search for and select any pharmacy-type order code.
  4. Populate all required fields in the order details panel.
  5. Click [Add to Scratchpad] and [Sign].
  6. Validate a message is displayed stating "There is a missing required field: Source" and click [OK].
  7. Select any value in the 'Source' field, except for the blank value and click [Sign].
  8. Validate the 'Order grid' contains the new order.
  9. Click the 'Home Medications' tab.
  10. Validate the 'Source' field does not contain a value.
  11. Search for and select a medication.
  12. Populate all required fields in the order details panel and click [Add to Scratchpad] and [Final Review].
  13. Validate the 'Final Review' dialog is displayed.
  14. Select "None" in 'Output' and click [Sign]
  15. Validate a message is displayed stating "There is a missing required field: Source" and click [OK].
  16. Select any value in the 'Source' field, except for the blank value and click [Sign].
  17. Validate the 'Order grid' contains the new order.
  18. Click the 'Admission Med Reconciliation' tab.
  19. Validate the 'Source' field does not contain a value.
  20. Select the medication in the 'Home Medications (Pre-Admission)' order grid and click [Hold].
  21. Validate the order in the 'Inpatient Medications Scratchpad' has an 'Action' of "CONT".
  22. Click [Reconcile & Sign].
  23. Validate a message is displayed stating "There is a missing required field: Source" and click [OK].
  24. Select any value in the 'Source' field, except for the blank value and click [Reconcile & Sign].
  25. Validate the 'New Order' field is disabled.
  26. Click the 'Discharge Med Reconciliation' tab.
  27. Validate the 'Source' field does not contain a value.
  28. Select the order in the 'Inpatient Medications' order grid and click [Do Not Add].
  29. Select the medication in the 'Home Medications Scratchpad (Post-Discharge)' and click [Continue].
  30. Set the 'Inhouse Pharmacy Dispense Days Supply' field to "7" and click [Review and Sign].
  31. Validate a message is displayed stating "There is a missing required field: Source" and click [OK].
  32. Select any value in the 'Source' field, except for the blank value and click [Review and Sign].
  33. Validate the 'New Order' field is disabled.
Topics
• NX • Order Entry Console
AV-83026 Summary | Details
Avatar NX - Check In Payments
Scenario 1: 'Scheduling Calendar': Add New, Check- In, and Check Out Individual and Group Appointments
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • A group must exist with at least two group members (Group A).
  • The 'Receipt Definition' form is configured.
  • The posting codes being used must have "Yes" selected in the 'Generate Receipt' field in the 'Post/Adjustment Codes Definition' form.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in any available time slot and click [Add Appointment].
  3. Enter the desired value in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select the desired episode in the 'Episode Number' field.
  6. Select the desired value in the 'Program' field.
  7. Click [Submit].
  8. Validate the 'Appointment Grid' contains the appointment created in the previous steps.
  9. Right click on the appointment and click [Check In].
  10. Validate the 'Scheduling Calendar - Check In' window is displayed.
  11. Enter the desired value in the 'Amount Received At Check In' field.
  12. Select the desired value in the 'Payment Code' field.
  13. Click [Submit].
  14. Validate a receipt is displayed for the payment collected.
  15. Validate the 'Appointment Grid' contains the checked in appointment.
  16. Right click on the appointment and click [Check Out].
  17. Validate the 'Scheduling Calendar - Check Out' window is displayed.
  18. Enter the desired value in the 'Amount Received At Check Out' field.
  19. Select the desired value in the 'Payment Code' field.
  20. Click [Submit].
  21. Validate a receipt is displayed for the payment collected.
  22. Validate the 'Appointment Grid' contains the checked out appointment.
  23. Right click in any available time slot and click [Add Appointment].
  24. Enter any group service code in the 'Service Code' field.
  25. Enter "Group A" in the 'Group #' field.
  26. Select the desired program in the 'Program' field.
  27. Select the 'Group Members' item.
  28. Validate the 'Current Group Appointment Members' field contains all of the group members.
  29. Click [Submit].
  30. Validate the 'Appointment Grid' contains the group appointment created in the previous steps.
  31. Right click on the group appointment and click [Check In].
  32. Select all group members.
  33. Validate the 'Scheduling Calendar - Check In' window is displayed.
  34. Enter the desired value in the 'Amount Received At Check In' field.
  35. Select the desired value in the 'Payment Code' field.
  36. Click [Submit]. Note: this will need to be submitted for all group members.
  37. Validate a receipt is displayed for the payment collected.
  38. Right click on the group appointment and click [Check Out].
  39. Select all group members.
  40. Validate the 'Scheduling Calendar - Check Out' window is displayed.
  41. Enter the desired value in the 'Amount Received At Check Out' field.
  42. Select the desired value in the 'Payment Code' field.
  43. Click [Submit]. Note: this will need to be submitted for all group members.
  44. Validate a receipt is displayed for the payment collected.
  45. Validate the 'Appointment Grid' contains the checked out group appointment.
  46. Click [Dismiss].
Topics
• NX • Scheduling Calendar
AV-83130 Summary | Details
Avatar NX - MPI Search
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Assign Permanent MR#
  • Call Intake
  • MPI Search
Scenario 1: Assign Permanent MR# (MPI enabled)
Specific Setup:
  • The 'Auto Assign Next ID' registry setting must be enabled.
  • 'Master Patient Index' must be enabled and configured. Please note: this must be done by a Netsmart Representative.
Steps
  1. Access the 'Call Intake' form.
  2. Enter "A" in the 'Last Name' field.
  3. Enter "Client" in the 'First Name' field.
  4. Select the desired value in the 'Sex' field.
  5. Enter the desired value in the 'Social Security Number' field.
  6. Enter the desired value in the 'Date of Birth' field.
  7. Click [Search].
  8. Click [New Client].
  9. Validate the 'Call Intake' form displays with the data entered in the previous steps.
  10. Populate all the required fields.
  11. Click [Submit].
  12. Validate "Client A" displays with a (P#).
  13. Access the 'Assign Permanent MR#' form.
  14. Validate the 'Temporary ID' field is populated and disabled.
  15. Validate the 'Assigned ID' field is disabled.
  16. Click [Assign Permanent MR #].
  17. Validate the 'Master Patient Index Search' dialog displays populated with the client's data.
  18. Click [Search MPI].
  19. Click [Add New Client].
  20. Validate the 'Assigned ID' field is now populated with the new ID.
  21. Click [Submit].
  22. Validate "Client A" displays with the new 'Assigned ID'.
  23. Clear the client.
Topics
• Call Intake • NX
AV-83367 Summary | Details
Treatment Plan - Tree View
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
Scenario 1: Treatment Plan - dragging and dropping library items
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • User must have Treatment Plan library that contains problems, goals, objectives, and interventions.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Select the desired episode if present.
  3. Enter the desired date in the 'Plan Date' field.
  4. Select the desired value for the 'Plan Type' field.
  5. Populate any required and desired fields.
  6. Select "Draft" in the 'Treatment Plan Status' field.
  7. Click [Launch Plan].
  8. Validate a scroll bar displays along the library pane.
  9. Resize the library pane and validate the scrollbar displays as expected.
  10. Select a problem from the library and drag it to the 'Treatment Plan' field.
  11. Populate all required fields.
  12. Select a goal from the library and drag it to the 'Treatment Plan' field.
  13. Populate all required fields.
  14. Select an objective from the library and drag it to the 'Treatment Plan' field.
  15. Populate all required fields.
  16. Select an intervention from the library and drag it to the 'Treatment Plan' field.
  17. Populate all required fields.
  18. Click [Return to Plan].
  19. Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK].
  20. Click [Submit].
  21. Select "Client A" and access the 'Treatment Plan' form.
  22. Select the entry from the previous steps and click [Edit].
  23. Validate the data filed in the previous steps is present.
  24. Click [Launch Plan].
  25. Validate the library pane is the same size as before.
  26. Select an intervention from the library and drag it to the 'Treatment Plan' field.
  27. Populate all required fields.
  28. Select the initial intervention and click [Delete Selected Item].
  29. Validate a 'Success' dialog stating: "Deleted 1 item successfully." and click [OK].
  30. Validate the 'Treatment Plan' field contains the newly added intervention.
  31. Collapse the library pane.
  32. Click [Return to Plan].
  33. Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK].
  34. Click [Submit].
  35. Select "Client A" and access the 'Treatment Plan' form.
  36. Select the entry from the previous steps and click [Edit].
  37. Validate the data filed in the previous steps is present.
  38. Click [Launch Plan].
  39. Validate the library pane is collapsed.
  40. Click [Return to Plan].
  41. Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK].
  42. Click [Submit].
Topics
• NX • Treatment Plan
AV-83589 Summary | Details
Avatar NX - Waiting Room
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • NX View Definition
  • View Definition
Scenario 1: Diagnosis - Add new / Add to Problem List
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • A practitioner must be defined (Practitioner A).
Steps
  1. Select "Client A" and access the 'Diagnosis' form.
  2. Click [Add] if present.
  3. Select any value for the 'Type of Diagnosis' field.
  4. Enter the desired values for the 'Date of Diagnosis' and 'Time of Diagnosis' fields.
  5. Click [New Row].
  6. Enter and select the desired value in the 'Diagnosis Search' field.
  7. Select "Practitioner A" in the 'Diagnosing Practitioner' field.
  8. Populate any desired and required fields.
  9. Select "Yes" in the 'Add to Problem List' field.
  10. Submit the form.
  11. Select "Client A" and access the 'Problem List' form.
  12. Click [Enter Problems].
  13. Validate the new diagnosis is included.
  14. Click [View - DSM/IDC Code].
  15. Validate a dialog opens with the DSM/IDC code data for the problem.
  16. Close out of the dialog.
  17. Click [View - System Notes].
  18. Validate the dialog displays the user information for the problem.
  19. Close out of the dialog.
  20. Click [Close/Cancel].
  21. Close the form.
Scenario 2: Avatar NX 'Console Widget Viewer' - Verification of document display
Specific Setup:
  • Avatar PM/RADplus Registry Setting 'Enable Console Widgets/Views' must be enabled
  • Document Management Configuration must be defined for Cache Server or Perceptive (via Avatar PM / RADplus Utilities 'Document Management Defaults' form)
  • Avatar NX 'Console Widget Viewer' must be assigned to Chart View Definition/Home View Definition/Client Dashboard View assigned to user (via 'View Definition' form / 'NX View Definition' form)
  • One or more Widget(s) to link/display Documents must be assigned to Chart View Definition/Home View Definition/Client Dashboard View assigned to user (via 'View Definition' form / 'NX View Definition' form; Examples - Avatar PM 'External Documents' Widget)
Steps
  1. Click on myDay view.
  2. Click the Menu List.
  3. A drop down of associated views appears.
  4. Select the associated view A.
  5. Select a client that has documents on file.
  6. Validate row(s)s of documents display.
  7. Click "View" on the first row.
  8. Validate the document is viewable in the "Console Widget Viewer".
  9. Validate "Reconcile", "Save", "Close All", "Print" and "Print All" buttons are enabled in the "Console Widget Viewer".
  10. Click "View" on the second row.
  11. Validate the document is viewable in the "Console Widget Viewer".
  12. Validate "Reconcile", "Save", "Close All", "Print" and "Print All" buttons are enabled in the "Console Widget Viewer".
  13. Click "Save".
  14. Select a client who has documents on file.
  15. Validate "Console Widget Viewer" is cleared out and has no documents displayed in it.
  16. Select a different client with documents on file.
  17. Click "View" to open both documents.
  18. Click "Close All".
  19. Go to the "All Docs Test" view.
  20. Click on the first document.
  21. Validate it displays in the "Console Widget Viewer" and the "Print All" button is enabled.
  22. Click on the second document.
  23. Validate it displays in the "Console Widget Viewer" and the "Print All" button is enabled.
  24. Click "Close All".
Scenario 3: Site Registration - Add a site with hours of operation
Specific Setup:
  • Please note: This is for Avatar NX systems only.
Steps
  1. Access the 'Site Registration' form.
  2. Enter any value in the 'Select Site' field (Site A).
  3. Click [New Site].
  4. Validate a 'Site' dialog stating: "Auto Assign Next ID Number?"
  5. Click [Yes].
  6. Validate the 'Site Name' field contains "Site A".
  7. Enter the desired value in the 'Site Registration Date' field.
  8. Populate all required and desired fields.
  9. Select "Yes" in the 'Copy Information From An Existing Site?' field.
  10. Validate a 'Warning' dialog stating: "Copying information from an existing site will overwrite current 'Site Registration' Information. You must file this form prior to viewing/editing the 'Site Registration' information. Do you want to continue?" and click [Yes].
  11. Validate the 'Select Existing Site' field is enabled and required.
  12. Select "No" in the 'Copy Information From An Existing Site?' field.
  13. Validate the 'Select Existing Site' field is disabled.
  14. Select "All" in the 'Associated Programs' field.
  15. Verify the 'Time Zone' field is present and required.
  16. Select the desired value in the 'Time Zone' field.
  17. Click [Site Hours of Operation].
  18. Add the desired hours of operation and click [Save].
  19. Validate an 'Exit Grid' dialog stating: "Save Successful." and click [Yes].
  20. Click [Submit].
  21. Access the 'Site Registration' form.
  22. Enter "Site A" in the 'Select Site' field.
  23. Validate the form populates with the values entered in the previous steps.
  24. Close the form.
Scenario 4: Allergies and Hypersensitivities - Validate sorting functionality
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • "Client A" must have at least three existing records in the 'Allergies and Hypersensitivities' form.
Steps
  1. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  2. Click [Update].
  3. Click [Reaction Severity - Column header].
  4. Validate the entries sort by 'Reaction Severity'.
  5. Click [Status - Column header].
  6. Validate the entries sort by 'Status'.
  7. Click [Allergen/Reactant - Column header].
  8. Validate the entries sort by 'Allergen/Reactant'.
  9. Click [New Row].
  10. Enter any value in the 'Allergen/Reactant' field.
  11. Enter any value in the 'Date Recognized' field.
  12. Select any value in the 'Status' field.
  13. Select any value in the 'Reactions' field.
  14. Select any value in the 'Reaction Severity' field.
  15. Click [Save] and [Submit].
  16. Access the 'Allergies and Hypersensitivities' form.
  17. Click [Update].
  18. Validate the grid contains the entry filed in the previous steps.
  19. Click [Allergen/Reactant - Column header].
  20. Validate the entries sort by 'Allergen/Reactant'.
  21. Click [Reaction Severity - Column header].
  22. Validate the entries sort by 'Reaction Severity'.
  23. Click [Close/Cancel].
  24. Close the form.
Topics
• Allergies and Hypersensitivities • Diagnosis • NX • Site Registration • Widgets
AV-84248 Summary | Details
Avatar NX - Report Viewer
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Crystal Report Viewer
  • ZIP Code Table Maintenance (PM)
Scenario 1: Validate ability to page through a report while another loads
Specific Setup:
  • A client must be enrolled in an existing episode and have multiple services on file (Client A).
Steps
  1. Access the 'Client Ledger' form.
  2. Select "Client A" in the 'Client ID' field.
  3. Select "All Episodes" in the 'Claim/Episodes/All Episodes' field.
  4. Select "Crystal" in the 'Ledger Type' field.
  5. Access the 'ZIP Code Table Maintenance' form undocked.
  6. Validate the form opens in an undocked window.
  7. Navigate to the 'Print ZIP Code Table' section.
  8. Switch to the open 'Client Ledger' form.
  9. Click [Process].
  10. Validate the crystal report opens in a new window.
  11. Switch to the undocked 'ZIP Code Table Maintenance' form.
  12. Click [Print Zip Code Table].
  13. Validate the report opens in a new window (ZIP Report A).
  14. Switch to the undocked 'Client Ledger' report.
  15. Click [Next Page] and validate the ability to page through the report while the 'ZIP Code' report loads.
  16. Validate the report displays as expected.
  17. Switch to the undocked 'ZIP Code Table Maintenance' form.
  18. Click [Print Zip Code Table].
  19. Validate another report opens in a new window and displays as expected (ZIP Report B).
  20. Click [Export].
  21. Select "Adobe Acrobat (PDF)" in the 'Format Options' field.
  22. Click [OK].
  23. Switch to "ZIP Report A".
  24. Click [Export].
  25. Select "Adobe Acrobat (PDF)" in the 'Format Options' field.
  26. Click [OK].
  27. Switch to "ZIP Report B".
  28. Validate the PDF downloads with the title "RADplus_ZIP_Table_(1)"
  29. Switch to "ZIP Report A".
  30. Validate the PDF downloads with the title "RADplus_ZIP_Table_(2)"
  31. Log out.
  32. Validate the user is logged out and the undocked form and reports are closed.
Scenario 2: Validate reports close upon closing the browser
Specific Setup:
  • A client must be enrolled in an existing episode and have charges filed (Client A).
Steps
  1. Access the 'ZIP Code Table Maintenance' form.
  2. Select the 'Print ZIP Code Table' item.
  3. Click [Print ZIP Code Table].
  4. Validate the report opens in a new window.
  5. Access the 'Client Ledger' form.
  6. Enter and select "Client A" in the 'Client ID' field.
  7. Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
  8. Select "Crystal" in the 'Ledger Type' field.
  9. Click [Process].
  10. Validate the report opens in a new window.
  11. Close the main NX window.
  12. Validate all reports close.
Topics
• NX • Report Viewer
AV-84448 Summary | Details
'My Calendar' widget - Clinical Pathways
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Clinical Pathway Definition
  • My Calendar - Netsmart
  • Scheduling Calendar
Scenario 1: Avatar NX - Validate support for Clinical Pathways in the 'My Clients' list, 'Recent Clients' list, 'Client Information' header, 'My Calendar' widget, and 'Clients for Today' option
Specific Setup:
  • A pathway is defined in the 'Clinical Pathway Definition' form. "Yes" is selected in the 'Alert When Accessed' field. This pathway is also defined with a color and icon (Pathway A).
  • A client is enrolled in an existing episode and is in the user's caseload. This client is also enrolled in "Pathway A" (Client A).
  • A client is enrolled in an existing episode and is not in the user's caseload. This client is also enrolled in "Pathway A" (Client B).
  • The 'Include Client Information header in view' setting is enabled for the user's myDay view.
  • The 'My Calendar' widget is available on the user's myDay view.
  • The logged in user must have an appointment scheduled for the current date for "Client A" and "Client B".
  • "Clinical Pathway" must be added to the 'Field to Include in Client Header' field in the 'Client Lookup/Header Configuration Manager' form.
Steps
  1. Navigate to the 'My Clients' list.
  2. Validate "Client A" is displayed in the pathway color.
  3. Select "Client A" in the 'My Clients' list.
  4. Validate an alert is displayed stating: Selected Client is Enrolled in the following Clinical Pathways: "Pathway A". Continue?
  5. Click [Yes].
  6. Validate the 'Client Information' header displays "Client A" in the pathway color. Please note: the client name above the 'Client Information' header with the white background will display the pathway color. The client name in the 'Client Information' header with the blue background will not display the pathway color.
  7. Validate the 'Client Information' header displays the icon associated to "Pathway A".
  8. Click [Clear Client].
  9. Search for and select "Client B".
  10. Validate an alert is displayed stating: Selected Client is Enrolled in the following Clinical Pathways: "Pathway A". Continue?
  11. Click [Yes].
  12. Validate "Client B" is displayed in the 'Recent Clients' list in the pathway color.
  13. Validate the 'Client Information' header displays "Client B" in the pathway color. Please note: the client name above the 'Client Information' header with the white background will display the pathway color. The client name in the 'Client Information' header with the blue background will not display the pathway color.
  14. Validate the 'Client Information' header displays the icon associated to "Pathway A".
  15. Click [Clear Client].
  16. Navigate to the 'My Calendar' widget.
  17. Validate the 'My Calendar' widget contains "Client A" and "Client B" in the pathway color.
  18. Navigate to the 'Clients for Today' item.
  19. Validate the 'Clients for Today' list contains "Client A" and "Client B" in the pathway color.
  20. Navigate to the 'My Clients' list.
  21. Select the "Site" section.
  22. Select the site that has the appointments for "Client A" and "Client B".
  23. Validate the 'Site' list contains "Client A" and "Client B" in the pathway color.
Topics
• Clinical Pathway • NX • Widgets
AV-84523 Summary | Details
Avatar NX - Views
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All Documents Widget
  • Medical Note
  • Treatment Plan
Scenario 1: Documentation Views - Validate switching between views when a user has more than one associated
Specific Setup:
  • A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Docs A' view).
  • An additional documentation view must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Docs B' view).
  • User's 'myDay' view must have an associated view that contains Medical Note POV (View A) configured in the 'NX View Definition' form.
  • "View A" must have associated workflow items for 'All Docs A' (Item A) and 'All Docs B' (Item B) configured in the 'View Definition' form.
  • A client must be admitted to an existing episode (Client A) and have various documents on file (Document 1 and Document 2).
  • A client must be admitted to an existing episode (Client B) and have a document on file (Document 3).
Steps
  1. Select "Client A" and navigate to the 'All Docs A' view.
  2. Validate the view displays as expected.
  3. Select a document (Document 1) and validate it displays as expected in the 'Console Widget Viewer'.
  4. Navigate to "View A".
  5. Validate the view displays as expected.
  6. Select "Item B".
  7. Validate the workflow item displays as expected.
  8. Select a document (Document 2) and validate it displays in the 'Console Widget Viewer'.
  9. Click [Open Record] in the Console Widget Viewer.
  10. Validate the form displays as expected.
  11. Select "Item A".
  12. Validate the workflow item displays as expected and the 'Console Widget Viewer' contains "Document 1".
  13. Validate the open form tab at the top of the screen.
  14. Navigate to 'All Docs B' view.
  15. Validate the view displays as expected and the 'Console Widget Viewer' contains "Document 2".
  16. Navigate to 'All Docs A' view.
  17. Validate the view displays as expected and the 'Console Widget Viewer' contains "Document 1".
  18. Select "Client B" and remain on the 'All Docs A' view.
  19. Validate the view displays as expected.
  20. Select a document (Document 3) and validate it displays as expected in the 'Console Widget Viewer'.
  21. Navigate to the 'myDay' view.
  22. Validate the view displays as expected.
  23. Navigate to the 'All Docs A' view.
  24. Validate the view displays as expected and the 'Console Widget Viewer' contains "Document 3".
  25. Select "Client A" and remain on the 'All Docs A' view.
  26. Validate the view displays as expected and the 'Console Widget Viewer' contains "Document 1".
  27. Continue selecting the desired views and workflow items and validate they open and display as expected.
  28. Click [Close all Open Forms].
  29. Validate a 'Confirm' dialog stating: "Are you sure you want to close all open forms?" and click [Yes].
Topics
• All Documents Widget • Medical Note • NX
AV-84721 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)
  • DOCUMENTS TO REVIEW
  • Individual Progress Note
  • TO DO'S
Scenario 1: 'My To Do's' Widget - Validate Document Routing functionality
Specific Setup:
  • A client must be enrolled in an existing episode.
  • Document routing must be enabled for the 'Progress Notes (Group and Individual)' form.
  • The user must have the 'My To Do's' widget configured to their myDay view.
Steps
  1. Select any client and access any the 'Progress Notes (Group and Individual)' form.
  2. Select any value from the 'Select Episode' field.
  3. Select any value from the 'Progress Note For' field.
  4. Select any value from the 'Note Type' field.
  5. Enter any value in the 'Notes Field'.
  6. Select 'Final' from the 'Draft/Final' field.
  7. Click [Submit Note].
  8. Click [Sign and Route].
  9. Enter the logged in users password in the 'Verify Password' field.
  10. Click [Verify].
  11. Select the staff member associated to the logged in user in the 'Supervisor' field.
  12. Click [Add].
  13. Validate that a 'Note Filed' dialog is displayed.
  14. Click [Ok] and [Discard].
  15. Access the 'My To Do' widget.
  16. Locate the 'To Do' that was previously sent from 'Documents to Sign'.
  17. Validate that the 'To Do' display's the name and PATID of the client.
  18. Click [Review] and [Accept].
  19. Validate printing the progress note is not an option.
  20. Enter any value in the 'Approval Comments' field.
  21. Click [Sign].
  22. Enter the logged in users password in the 'Verify Password' field.
  23. Click [Verify] and validate the To Do has been removed.
Topics
• Document Routing • NX • Progress Notes • ToDo's
AV-85408 Summary | Details
OE NX - Orders This Episode - Lab Orders - External Lab Vendor Destination
Scenario 1: OE NX - Orders This Episode - External Lab Vendor NOT required with no vendor set up in 'Order Code Setup'
Specific Setup:
  • The '(552) Require External Lab Vendor Destination' extended attribute must be set to "No" in the Order Entry Tabled Files '(500) Order Types' dictionary for "Lab".
  • Two lab-type order codes must exist. One must have at least two associated lab vendors in 'External Lab Definition' in the 'Order Code Setup' form and one should not have any. (Order Code A and Order Code B)
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active inpatient episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A".
  3. Validate the 'External Lab Vendor Destination' field is not required and does not contain a value.
  4. Populate all other required fields and click [Add to Scratchpad] and [Sign].
  5. Validate the 'Order grid' contains the order created with "Order Code A".
  6. Search for and select "Order Code B".
  7. Validate the 'External Lab Vendor Destination' field is not displayed.
  8. Populate all required fields and click [Add to Scratchpad] and [Sign].
  9. Validate the 'Order grid' contains the new orders for both "Order Code A" and "Order Code B".
Scenario 2: OE NX - Orders This Episode - Lab Orders - 'Require External Lab Vendor Destination' extended attribute set to "Yes"
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Order Entry Source' registry setting must be set to "1", which is "Original Computer Entry".
  • The '(552) Require External Lab Vendor Destination' extended attribute must be set to "Yes" in the Order Entry Tabled Files '(500) Order Types' dictionary for "Lab".
  • Two lab-type order codes must exist. One must have at least two associated lab vendors in 'External Lab Definition' in the 'Order Code Setup' form and one should not have any.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active inpatient episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A".
  3. Validate the 'External Lab Vendor Destination' field is required and does not contain a value.
  4. Populate all other required fields and click [Add to Scratchpad].
  5. Validate the 'Scratchpad' contains the new order with a red flag in the 'Action' column.
  6. Select the order in the 'Scratchpad' and select any value in the 'External Lab Vendor Destination' field.
  7. Click [Update Order] and [Sign].
  8. Validate the 'Order grid' contains the order created with "Order Code A".
  9. Search for and select "Order Code B".
  10. Validate the 'External Lab Vendor Destination' field is not displayed.
  11. Populate all required fields and click [Add to Scratchpad].
  12. Validate the order is in the 'Scratchpad' with no red flag in the 'Action' column.
  13. Click [Sign].
  14. Validate the 'Order grid' contains the new orders for both "Order Code A" and "Order Code B".
Topics
• NX • Order Entry Console
AV-85684 Summary | Details
Order Entry Console - Enable Supplemental Diagnoses for Lab orders
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Registry Settings (PM)
Scenario 1: OE NX - Orders This Episode - Multiple Diagnosis on Lab Orders
Specific Setup:
  • Avatar OE 2023 Update 8, Avatar CareFabric 2023 Update 9, and Avatar NX Release 2023.03.00 are required in order to utilize full functionality.
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Enable Supplemental Diagnoses for Lab Orders in OE Console (Orders This Episode)' registry setting must be set to "Y".
  • A lab-type order code must have an external lab vendor selected in the 'External Lab Definition' portion of the 'Order Code Setup' form. (Complete Blood Count)
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active inpatient episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • "Client A" must have two values filed in the 'Diagnosis' form. (Diagnosis A and Diagnosis B)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Complete Blood Count" in the 'New Order' field.
  3. Validate the 'External Lab Vendor Destination' field contains a value.
  4. Set the 'Duration' field to any value and click [Days].
  5. Validate a [+] is displayed in front of the 'Diagnosis' fields.
  6. Validate the 'Diagnosis' fields are not required.
  7. Click the [+] three times.
  8. Validate two additional 'Diagnoses' rows were added.
  9. Validate that all 'Diagnoses' fields are required.
  10. Select "Diagnosis A" in the 1st 'Diagnosis' selection field.
  11. Search for and select any value in the 1st 'Diagnosis' search field and validate the 1st 'Diagnosis' selection field is cleared.
  12. Select "Diagnosis A" in the 1st 'Diagnosis' selection field and validate the 1st 'Diagnosis' search field is cleared.
  13. Click in the 2nd 'Diagnosis' selection field and validate that "Diagnosis A" is not displayed.
  14. Select "Diagnosis B" in the 2nd 'Diagnosis' selection field.
  15. Search for and select any value in the 3rd 'Diagnosis' search field.
  16. Validate the 4th 'Diagnoses' fields do not contain a value.
  17. Click [Add to Scratchpad].
  18. Validate the order is displayed in the 'Scratchpad' with a red flag in the 'Action' column.
  19. Select the order in the 'Scratchpad' and click the red [x] next to the 4th 'Diagnoses' fields and click [Update Order].
  20. Validate the red flag is no longer displayed and click [Sign].
  21. Validate the 'Order grid' contains the "Complete Blood Count" order.
  22. Select the order in the 'Order grid' and click [Copy].
  23. Validate the 'Diagnoses' fields contain the same values that were selected and that all values appear in the search fields on the right.
  24. Click Refresh.
  25. Select the order in the 'Order grid' and click [Modify].
  26. Validate the 'Diagnoses' fields contain the same values that were selected and that all values appear in the search fields on the right.
  27. Click Refresh.
Topics
• NX • Order Entry Console
AV-85888 Summary | Details
Avatar NX - 'All Documents' Widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All Documents Widget
Scenario 1: 'All Documents' widget - Validate row configuration
Specific Setup:
  • Customization of Documentation View must be enabled in the 'Preferences' menu.
  • 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 must be enrolled in an existing episode with many records filed, including a 'Treatment Plan' record (Client A).
Steps
  1. Select "Client A" and navigate to the 'All Documents' view.
  2. Validate 50 rows display in the 'All Documents' widget.
  3. Select 'All Forms'.
  4. Validate 50 rows display in the 'All Documents' widget.
  5. Select the 'Customize Toggle' to turn on customization.
  6. Resize the 'All Documents' widget to span the page.
  7. Select the 'Customize Toggle' to turn off customization.
  8. Navigate to the 'myDay' view and back to the 'All Documents' view.
  9. Select 'All Forms'.
  10. Validate 50 rows display in the 'All Documents' widget.
  11. Select "Treatment Plan" in the 'Form Description' field.
  12. Select the record and validate it displays as expected in the 'Console Widget Viewer'.
  13. Close the record.
Topics
• All Documents Widget • NX
AV-86373 Summary | Details
Avatar NX - Approval Comments
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)
Scenario 1: Document Routing Setup - Acknowledgement Allowed - Yes
Steps
  • Internal Testing Only.
Topics
• All Documents Widget • NX • Progress Notes (Group And Individual) • ToDo's
AV-86475 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
  1. Access the 'Current Database Locks' form.
  2. Validate no locks display.
  3. Access the 'Scheduling Calendar' form undocked.
  4. Validate the calendar displays the appointment for "Client A".
  5. Right click on the appointment and select "Check In".
  6. Validate the 'Check In' form displays as expected.
  7. Switch to the 'Current Database Locks' form.
  8. Click [Update Display].
  9. Validate a lock displays for "Client A".
  10. Switch to the 'Check In' form.
  11. Click [Discard].
  12. Switch to the 'Current Database Locks' form.
  13. Click [Update Display].
  14. Validate the lock no longer displays.
  15. Switch to the undocked 'Scheduling Calendar' form.
  16. Validate the calendar displays the appointment for "Client A".
  17. Right click on the appointment and select "Check In".
  18. Validate the 'Check In' form displays as expected.
  19. Switch to the 'Current Database Locks' form.
  20. Click [Update Display].
  21. Validate a lock displays for "Client A".
  22. Switch to the 'Check In' form.
  23. Close the browser tab.
  24. Switch to the 'Current Database Locks' form.
  25. Click [Update Display].
  26. Validate the lock no longer displays.
  27. Close the form.
  28. Switch to the undocked 'Scheduling Calendar' form.
  29. Validate the calendar displays the appointment for "Client A".
  30. Right click on the appointment and select "Details/Edit".
  31. Validate the 'Appointment Details' form displays as expected.
  32. Enter and select "Service Code A" in the 'Service Code' field.
  33. Switch to the 'Current Database Locks' form.
  34. Click [Update Display].
  35. Validate a lock displays for "Client A".
  36. Switch to the undocked 'Scheduling Calendar' form.
  37. Click [Dismiss].
  38. Validate the Scheduling Calendar and 'Appointment Details' form close.
  39. Switch to the 'Current Database Locks' form.
  40. Click [Update Display].
  41. Validate the lock no longer displays.
  42. 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
  1. Access the 'Current Database Locks' form undocked.
  2. Validate no locks display.
  3. Access the 'Scheduling Calendar' form.
  4. Validate the calendar displays the appointment for "Client A".
  5. Right click on the appointment and select "Check In".
  6. Validate the 'Check In' form displays as expected.
  7. Switch to the undocked 'Current Database Locks' form.
  8. Click [Update Display].
  9. Validate a lock displays for "Client A".
  10. Switch to the 'Check In' form.
  11. Click [Discard].
  12. Switch to the undocked 'Current Database Locks' form.
  13. Click [Update Display].
  14. Validate the lock no longer displays.
  15. Switch to the 'Scheduling Calendar' form.
  16. Validate the calendar displays the appointment for "Client A".
  17. Right click on the appointment and select "Check In".
  18. Validate the 'Check In' form displays as expected.
  19. Switch to the undocked 'Current Database Locks' form.
  20. Click [Update Display].
  21. Validate a lock displays for "Client A".
  22. Switch to the 'Check In' form.
  23. Close the browser tab.
  24. Switch to the undocked 'Current Database Locks' form.
  25. Click [Update Display].
  26. Validate the lock no longer displays.
  27. Switch to the 'Scheduling Calendar' form.
  28. Validate the calendar displays the appointment for "Client A".
  29. Right click on the appointment and select "Details/Edit".
  30. Validate the 'Appointment Details' form displays as expected.
  31. Enter and select "Service Code A" in the 'Service Code' field.
  32. Switch to the undocked 'Current Database Locks' form.
  33. Click [Update Display].
  34. Validate a lock displays for "Client A".
  35. Switch to the 'Scheduling Calendar' form.
  36. Click [Dismiss].
  37. Validate the Scheduling Calendar and 'Appointment Details' form close.
  38. Switch to the undocked 'Current Database Locks' form.
  39. Click [Update Display].
  40. Validate the lock no longer displays.
  41. Access the 'Scheduling Calendar' form.
  42. Validate the calendar displays the appointment for "Client A".
  43. Right click on the appointment and select "Check In".
  44. Validate the 'Check In' form displays as expected.
  45. Right click the icon for "Browser A" and select "Close window".
  46. Validate all windows close.
  47. Open a new NX instance using the same browser and login.
  48. Access the 'Current Database Locks' form undocked.
  49. Validate the lock from "Client A" is still present.
  50. Access the 'Scheduling Calendar' form.
  51. Validate the calendar displays the appointment for "Client B".
  52. Right click on the appointment and select "Check In".
  53. Validate the 'Check In' form displays as expected.
  54. Switch to the undocked 'Current Database Locks' form.
  55. Click [Update Display].
  56. Validate a lock displays for "Client A" and "Client B".
  57. Access the Task Manager, and end the task for "Browser A".
  58. Validate all windows close.
  59. Open a new NX instance using the same browser and login.
  60. Access the 'Current Database Locks' form.
  61. Set a timer for 10 minutes.
  62. Click [Update Display].
  63. Validate both locks are cleared after this time.
  64. Close the form.
Topics
• NX • Scheduling Calendar
AV-86765 Summary | Details
Avatar NX - Customize Views
Scenario 1: Avatar NX - "View Definition" functionality validations
Specific Setup:
  • Have two views defined in the 'View Definition' form that each contain one or more widgets on the view (View A and View B).
  • "View B" must have customization disabled through the 'View Definition' form.
  • A user must be defined and have both "View A" and "View B" on their myDay view (User A).
  • "User A" must have access to the 'View Definition' form.
  • Must be logged in as "User A".
Steps
  1. Access the 'View Definition' form.
  2. Click [Select View].
  3. Select "View A" in the 'Select Views' field.
  4. Click [Launch View Designer].
  5. Validate the widgets display as expected.
  6. Drag and drop widgets between the 'Available Widgets' and 'Assigned Widgets' columns.
  7. Validate widgets are moved as expected.
  8. Drag and drop a widget from the 'Assigned Widgets' and the widget layout view area.
  9. Validate the widget is moved successfully.
  10. Click [Include Client Information header in view].
  11. Click [Submit] and submit the form.
  12. From the 'myDay' view, navigate to "View B" and click back to "View A".
  13. Validate the 'Client Information' header is aligned with the widgets.
  14. Close the sidebar.
  15. Validate the view resizes and the 'Client Information' header aligns with the widgets.
  16. Open the sidebar.
  17. Validate the view resizes and the 'Client Information' header aligns with the widgets.
  18. Select the 'My Activity' menu.
  19. Select the 'Customize Toggle' button so that it is enabled.
  20. Validate the view resizes and the 'Client Information' header aligns with the widgets.
  21. Validate the fields inside the widgets are disabled and cannot be interacted with.
  22. Select the 'View/Add Widgets' tab and click [Reload View] and [Yes].
  23. Validate layout reflects changes done in the 'View Definition' form.
  24. While in 'Customize View', remove one or more widgets from the view.
  25. From the right side panel, drag-and-drop them back to the layout.
  26. Validate the widget is returned to the layout as expected.
  27. Select "View B" and validate the 'Customize Toggle' is disabled.
  28. Select the 'Customize Toggle' button to ensure it is still disabled.
  29. Verify the 'Reload Menu' button exists.
  30. Close the menu.
  31. Validate the view resizes and the 'Client Information' header aligns with the widgets.
Topics
• NX • View Definition • Widgets
AV-86954 Summary | Details
Report Viewer - Run Time
Scenario 1: Zip Code Table Maintenance - Print All State
Steps
  1. Access the 'ZIP Code Table Maintenance' form.
  2. Select the 'Print ZIP Code Table' field.
  3. Select "All" in the 'Individual or All States' field.
  4. Click [Print Zip Code Table].
  5. Switch to the 'ZIP Code Table Maintenance' report.
  6. Validate the Crystal report opens in a new window and contains the current date and time.
  7. Validate "RADplus_ZIP_Table.rpt" displays as the window title.
  8. Click [Print Report].
  9. Validate the report opens as a PDF in a new browser tab.
  10. Click [Print].
  11. Validate the PDF report has access to your local printers and that the user can save as a PDF as well.
  12. Click [Cancel].
  13. Close the PDF report tab.
  14. Switch back to the Crystal Report window.
  15. Click [Close Report].
  16. Switch to the 'ZIP Code table Maintenance' form.
  17. Close the form.
Topics
• NX • Report Viewer