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Avatar NX Update 2023.05.00 Acceptance Tests

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AV-80932 Summary | Details
Avatar NX - Keyboard Shortcuts
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Quick Billing
Scenario 1: Quick Billing - validate keyboard shortcuts in 'Quick Billing' work screen
Specific Setup:
  • The logged in user has access to the 'Quick Billing' form (User A).
  • An existing Quick Billing file is available and has rows (File A).
  • "File A" must contain the following:
  • Multiple services codes, multiple clients, and multiple practitioners.
Steps
  1. Access the 'Quick Billing' form and validate it opens in a timely manner.
  2. Select "Edit Existing" in the 'Add New Or Edit Existing Quick Billing Batch' field.
  3. Select "File A" from the 'File' field.
  4. Click [Launch Workscreen] and validate it opens in a timely manner.
  5. Validate all the values in the 'Service Code', 'Client' and 'Practitioner' fields are selected.
  6. Deselect the desired value in the 'Service Code' field.
  7. Validate the deselected value no longer displays below.
  8. Press 'Ctrl' + 'A'.
  9. Validate all the values are selected in the 'Service Code' field and display as expected.
  10. Press 'Ctrl' + 'A'.
  11. Validate none of the values are selected in the 'Service Code' field, but all display below as expected.
  12. Press 'Ctrl' + 'A'.
  13. Validate all the values are selected in the 'Service Code' field and display as expected.
  14. Press 'Ctrl' + 'D'.
  15. Validate none of the values are selected in the 'Service Code' field, but all display below as expected.
  16. Select the desired value in the 'Service Code' field.
  17. Validate the grid updates as expected.
  18. Deselect the desired value in the 'Client' field.
  19. Validate the grid updates as expected.
  20. Press 'Ctrl' + 'D'.
  21. Validate none of the values are selected in the 'Client' field, but all display below as expected.
  22. Deselect the desired value in the 'Practitioner' field.
  23. Validate the grid updates as expected.
  24. Press 'Ctrl' + 'D'.
  25. Validate none of the values are selected in the 'Practitioner' field, but all display below as expected.
  26. Make the desired changes.
  27. Click [Close/Cancel].
  28. Validate a 'Confirm Loss of Changes' dialog stating: "You have made changes to the table. Are you sure you want to cancel and lost these changes?"
  29. Click [Yes].
  30. Close the form
Topics
• NX • Quick Billing
AV-81952 Summary | Details
Avatar NX - TDE grids
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Charge Input
  • Spreadsheet Edit Service Information
  • All Documents Widget Definition
Scenario 1: Spreadsheet Edit Service Information
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • The logged in user must have access to the 'Client Charge Input' and 'Spreadsheet Edit Service Information' forms.
  • A practitioner must be defined (Practitioner A).
  • Service code must be defined (Code A and Code B).
Steps
  1. Access the 'Client Charge Input' form.
  2. Enter the current date in the 'Date Of Service' field.
  3. Enter and select "Client A" from the 'Client ID' field.
  4. Validate the 'Episode Number' and 'Program' field display the correct data.
  5. Enter and select "Code A" from the 'Service Code' field.
  6. Enter and select "Practitioner A" from the 'Practitioner' field.
  7. Populate any additional fields.
  8. Click [Submit].
  9. Validate a 'Form Return' dialog stating: "Client Charge Input has completed. Do you wish to return to form?"
  10. Click [Yes].
  11. Validate the data from the previous steps displays.
  12. Enter and select "Code B" from the 'Service Code' field.
  13. Populate any additional fields.
  14. Click [Submit] and [No].
  15. Access the 'Spreadsheet Edit Service Information' form.
  16. Select "Individual" in the 'Individual Or All Practitioners' field.
  17. Enter and select "Practitioner A" from the 'Practitioner' field.
  18. Select "All" in the 'Individual Or All Programs' field.
  19. Select "Individual" in the 'Individual Or All Clients' field.
  20. Enter and select "Client A" from the 'Client ID' field.
  21. Click [Begin Date Of Service - T].
  22. Click [End Date Of Service - T].
  23. Click [Edit Service Information].
  24. Validate the text in the 'Date Of Service' field is dark grey.
  25. Hover over the first 'Date Of Service' field.
  26. Validate a "not allowed" icon displays indicating the field cannot be edited.
  27. Hover over the first 'Service Code' field.
  28. Validate the text is black and the "not allowed" icon does not display.
  29. Enter "Code B" in the 'Service Code' field for the first entry and press the 'Enter' key.
  30. Validate a 'Continue Filing?' dialog stating: "All 2 row(s) are valid. Duplicate row: 2 Practitioner duplicate row: 2 Do you wish to continue?" click [Yes].
  31. Validate 'Filing Complete' dialog and click [OK].
  32. Discard the form.
  33. Access the 'Spreadsheet Edit Service Information' form.
  34. Select "Individual" in the 'Individual Or All Practitioners' field.
  35. Enter and select "Practitioner A" from the 'Practitioner' field.
  36. Select "All" in the 'Individual Or All Programs' field.
  37. Select "Individual" in the 'Individual Or All Clients' field.
  38. Enter and select "Client A" from the 'Client ID' field.
  39. Click [Begin Date Of Service - T].
  40. Click [End Date Of Service - T].
  41. Click [Edit Service Information].
  42. Validate the change made in the previous step is reflected.
  43. Click [Close/Cancel] and discard the form.
Scenario 2: 'All Documents Widget Definition' form
Steps
  1. Access the 'All Documents Widget Definition' form.
  2. Select "Add" in the 'Add or Edit Tab' field.
  3. Populate the required fields and click [File].
  4. Edit the tab that was just added.
  5. Validate that the tab displays as it was data entered.
  6. Navigate to the 'Multi-Document Tab' section.
  7. Select "Add" in the 'Add or Edit Tab' field.
  8. Populate the required fields and click [File].
  9. Edit the tab that was just added.
  10. Validate that the tab displays as it was data entered.
  11. Navigate to the 'Multi-Progress Notes Tab' section.
  12. Select "Add" in the 'Add or Edit Tab' field.
  13. Populate the required fields and click [File].
  14. Edit the tab that was just added.
  15. Validate the tab displays as it was data entered.
  16. Navigate to the 'All Documents Widget Definition' section.
  17. Select "Add" in the 'Add or Edit Widget' field.
  18. Validate the [New Row] and [Delete Row] buttons are enabled.
  19. Populate the required fields and click [File].
  20. Edit the widget that was just added.
  21. Validate the widget displays as the data was entered with dark grey text.
  22. Close the form.
Scenario 3: Diagnosis - Validate sorting functionality
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Diagnosis' form.
  2. Click [Add].
  3. Select any value in the 'Type of Diagnosis' field.
  4. Enter any value in the 'Date of Diagnosis' field.
  5. Enter any value in the 'Time of Diagnosis' field.
  6. Click [New Row].
  7. Enter any value in the 'Diagnosis Search' field.
  8. Select any value in the 'Diagnosing Practitioner' field.
  9. Select any value in the 'Classification' field.
  10. Click [New Row].
  11. Validate the first entry displays with dark grey text.
  12. Enter any value in the 'Diagnosis Search' field.
  13. Select "Primary" in the 'Ranking' field.
  14. Validate a dialog stating: "'Primary' Ranking is already define for row:1".
  15. Click [OK].
  16. Select "Secondary" in the 'Ranking' field.
  17. Select any value in the 'Classification' field.
  18. Click [New Row].
  19. Validate the second entry displays with dark grey text.
  20. Enter any value in the 'Diagnosis Search' field.
  21. Select "Tertiary" in the 'Ranking' field.
  22. Select any value in the 'Classification' field.
  23. Select a column header in the 'Diagnosis' grid and validate the entries are sorted.
  24. Select a diagnosis entry and verify the 'Code Crossmapping' field displays the correct data.
  25. Edit the 'Status' field for the diagnosis entry and verify the changes are saved in the grid.
  26. Click [Submit].
  27. Validate a dialog stating: "Do you want to return to the Pre-Display?".
  28. Click [No].
Scenario 4: Treatment Plan - File a Treatment Plan with Document Routing
Specific Setup:
  • Client is enrolled in an existing episode (Client A)
  • The 'Treatment Plan' form must have document routing enabled.
  • Must have the 'My To Do's' widget configured on a view.
  • The 'Set Current Status To Active When Plan Is Finalized' registry setting is set to "N" for the 'Treatment Plan' form.
  • The 'Set Current Status To Completed On Plan End Date' registry setting is set to "N" for the 'Treatment Plan' form.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Enter the current date is displayed in the 'Plan Date' field.
  4. Select the desired date in the 'Plan Date' field.
  5. Select the desired value in the 'Plan Type' field
  6. Select "Draft" in the 'Treatment Plan Status' field.
  7. Validate "Draft" is now selected in the 'Current Status' field.
  8. Click [Launch Plan].
  9. Add a problem, goal, objective, and intervention.
  10. Click [Return to Plan] and [OK].
  11. Hover over the problem in the 'Problems' field.
  12. Validate a "not allowed" icon displays indicating the field cannot be edited.
  13. Validate the 'Problem' is displayed in dark grey text.
  14. Select "Final" in the 'Draft/Final' field.
  15. Select "Active" in the 'Current Status' field.
  16. Click [Submit].
  17. Validate a "Confirm Document" dialog is displayed for document routing.
  18. Validate all treatment plan data displays as expected. Please note: the 'Current Status' field will not be included in the document image. This is because the 'Current Status' field can be updated after a 'Treatment Plan' has been finalized.
  19. Click [Accept].
  20. Enter the password and click [Verify].
  21. Select "Client A" and access the 'Treatment Plan' form.
  22. Select the record from the previous steps and click [Edit].
  23. Validate a message is displayed stating: This plan is marked as Final. Only the following field(s) may be updated: 'Current Status'. Do you want to continue?
  24. Click [Yes].
  25. Validate the plan displays as expected and fields are disabled, except for the 'Current Status' field.
  26. Select "Completed" in the 'Current Status' field.
  27. Click [Submit].
  28. Validate a message is displayed stating: The following fields are updated: 'Current Status'.
  29. Click [OK].
  30. Select "Client A" and access the 'Treatment Plan' form.
  31. Select the record from the previous steps and click [Edit].
  32. Validate a message is displayed stating: This plan is marked as Final. Only the following field(s) may be updated: 'Current Status'. Do you want to continue?
  33. Click [Yes].
  34. Validate "Completed" is selected in the 'Current Status' field.
  35. Close the form.
Topics
• All Documents Widget • Client Charge Input • Diagnosis • NX • Treatment Plan
AV-82667 Summary | Details
Avatar NX - Form Return
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
Scenario 1: Client ledger - Crystal Report ledger type with sub report
Specific Setup:
  • Client with existing Financial Eligibility with multiple guarantors where the guarantor order is set to distribute liability first to the guarantor with the highest code number (Client A).
  • "Client A" must have existing services.
Steps
  1. Access the 'Client Ledger' form.
  2. Enter "Client A" in the 'Client ID' field.
  3. Select "Episode" from the 'Claim/Episode/All Episodes' field.
  4. Select the episode in the 'Episode Number' field.
  5. Select "Crystal" in the 'Ledger Type' field.
  6. Set the 'From Date' and 'To Date' fields to a valid date range for that episode.
  7. Click [Process].
  8. Validate a Crystal report generated and displays the services for the date range previously selected.
  9. Click on the "Guarantor Name" link to generate a sub report displaying the guarantor and subscriber data.
  10. Validate the sub-report generated displays the ID, Name, address information for the guarantor.
  11. Click [Print Report].
  12. Validate "Downloading PDF... You have navigated to a sub-report by clicking a link within the main report. To print this report, open the downloaded PDF in your native viewer (Adobe Acrobat or a browser) and utilize print options from there." displays.
  13. Validate the report downloads.
  14. Open the report and validate it displays as expected.
  15. Navigate back to the main report and click [Close Report].
  16. Validate a 'Form Return' dialog stating: "Client Ledger has completed. Do you wish to return to form?"
  17. Click [No].
  18. Validate the form discards as expected.
Scenario 2: Failed Login Report - Login with an Invalid Password
Specific Setup:
  • User must have had at least one failed login attempt.
Steps
  1. Access the 'Failed Login Report' form.
  2. Validate the 'Login Start Date' and 'Login End Date' fields contain the current date.
  3. Click [Process].
  4. Validate the 'Failed Login Report' displays as expected.
  5. Select any value in the 'Select Zoom' field.
  6. Validate the report displays as expected.
  7. Click [Close].
  8. Validate a 'Form Return' dialog stating: "Failed Login Report has completed. Do you wish to return to form?"
  9. Click [Yes].
  10. Clear the 'Login Start Date' and 'Login End Date' fields.
  11. Validate the "Process" button is enabled.
  12. Click [Process].
  13. Validate a 'Processing Report' dialog stating: "The following fields are missing: Login End Date, Login Start Date"
  14. Click [OK].
  15. Close the form.
Scenario 3: Client Ledger - Simple Report Type
Specific Setup:
  • A client must be enrolled in an existing episode with charges filed (Client A).
Steps
  1. Access the 'Client Ledger' form.
  2. Enter "Client A's" last name in the 'Client ID' field.
  3. Validate the expected results display.
  4. Select "Client A" from the 'Client ID' field.
  5. Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
  6. Select "Simple" in the 'Ledger Type' field.
  7. Populate any required and desired fields.
  8. Click [Process].
  9. Validate the report displays as expected.
  10. Select "50%" in the 'Zoom' field.
  11. Validate the report displays at 50%.
  12. Click [Close] and [Yes] to remain in the form.
  13. Validate that the form remains populated with the data entered in the previous steps.
  14. Click [Process].
  15. Validate "50%" is still selected in the 'Zoom' field and the report displays accordingly.
  16. Select "75%" in the 'Zoom' field.
  17. Validate the report displays at 75%.
  18. Click [Close] and [Yes] to remain in the form.
  19. Validate that the form remains populated with the data entered in the previous steps.
  20. Click [Process].
  21. Validate "75%" is still selected in the 'Zoom' field and the report displays accordingly.
  22. Select "100%" in the 'Zoom' field.
  23. Validate the report displays at 100%.
  24. Click [Close] and [Yes] to remain in the form.
  25. Validate that the form remains populated with the data entered in the previous steps.
  26. Click [Process].
  27. Validate "100%" is still selected in the 'Zoom' field and the report displays accordingly.
  28. Click [Close] and [No] to exit the form.
Scenario 4: Form and Table Documentation - field validations - Include all
Steps
  1. Access the 'Form and Table Documentation' form.
  2. Select "Form" in the 'Type of Documentation' field.
  3. Select "Individual Form" in the 'Individual or All Forms' field.
  4. Select the desired form in the 'Form To Be Documented' field.
  5. Select the desired value in the 'Include Dictionary Values' field.
  6. Select the desired value in the 'Include User Defined Help Messages' field.
  7. Select the desired value in the 'Include Other Form(s) Data Element Cross Reference List' field.
  8. Click [Process].
  9. Validate the 'Form and Table Documentation' report is displayed and contains all fields for the selected form.
  10. Validate the ability to page through the report as expected by clicking [Next Page] and [Previous Page].
  11. Click the 'Search' field.
  12. Enter any value in the 'Search' field and click [Search].
  13. Validate the expected results display.
  14. Click [Search Whole Word] and [Search].
  15. Validate the expected results display. If no results are returned, validate a 'Results' dialog stating "No search results." and click [OK].
  16. Validate the 'Search' field is cleared.
  17. Click [Search Whole Word].
  18. Enter the desired value in the 'Search' field and click [Search].
  19. Validate the expected results display.
  20. Click the 'View' field.
  21. Select the desired value in the 'Select Zoom' field and validate the report displays in the corresponding value.
  22. Click [Close].
  23. Validate a 'Form Return' dialog stating: "Form and Table Documentation has completed. Do you wish to return to form?"
  24. Click [No].
  25. Validate the form closes as expected.
Topics
• Client Search • Form and Table Documentation • NX • Report Viewer
AV-83235 Summary | Details
Avatar NX - Modeling
Scenario 1: User Modeled Form - "Client" Entity
Specific Setup:
  • A modeled form must be defined (Form A).
  • "Form A" must have "New Entity(/Episode) ReEntry" selected in the 'Re-Enter Form?' field of 'Form Definition'.
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access "Form A".
  2. Populate all required and desired fields.
  3. Click [Submit].
  4. Validate a 'Form Return' dialog stating: "Form A has completed. Do you wish to return to form?"
  5. Click [No].
  6. Validate the user is taken back to the myDay view and "Client A" is in context.
  7. Click [Clear Client].
  8. Access "Form A".
  9. Enter and select "Client A" in the 'Select Client' field.
  10. Click [Add].
  11. Populate all required and desired fields.
  12. Click [Submit].
  13. Validate a 'Form Return' dialog stating: "Form A has completed. Do you wish to return to form?"
  14. Click [No].
  15. Validate the user is taken back to the myDay view and "Client A" is in context.
  16. Click [Clear Client].
  17. Select "Client A" and access "Form A".
  18. Click [Add].
  19. Populate all required and desired fields.
  20. Click [Submit].
  21. Validate a 'Form Return' dialog stating: "Form A has completed. Do you wish to return to form?"
  22. Click [Yes].
  23. Validate the user is taken to the 'Select Client' pre-display.
  24. Enter and select "Client A" in the 'Select Client' field.
  25. Click [Add].
  26. Populate all required and desired fields.
  27. Click [Submit].
  28. Validate a 'Form Return' dialog stating: "Form A has completed. Do you wish to return to form?"
  29. Click [Yes].
  30. Validate the user is taken to the 'Select Client' pre-display.
  31. Click [Cancel].
  32. Validate the user is taken back to the myDay view and "Client A" is not in context.
Topics
• Modeling • NX
AV-83604 Summary | Details
Avatar NX - Form Bundles
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission Referral Information
  • Call Intake
  • Pre Admit
  • Substance Abuse History
Scenario 1: Form Bundles - admitting 'Call Intake' clients
Specific Setup:
  • A simultaneous form bundle must be created using 'Form Bundler' (Bundle A).
  • "Bundle A" must have the following forms included:
  • The 'Pre Admit' form with Action on 'Stop Entry' of "Exit Back to Menu"
  • The 'Substance Abuse History' form with Action on 'Stop Entry' of "Continue to Next Form within Bundle"
  • The 'Admission Referral Information' form
  • A client with a P# must be admitted through the 'Call Intake' form (Client A).
Steps
  1. Select "Client A".
  2. Validate the client displays with the P#.
  3. Access "Bundle A".
  4. Validate an 'Assign MR#?' dialog stating: "Client has not been assigned a permanent Medical Record number. Clients with temporary numbers cannot be admitted. Would you like to assign a permanent MR# now?"
  5. Click [Yes].
  6. Validate a 'Client' dialog stating: "Auto Assign Next ID Number?"
  7. Click [Yes].
  8. Validate the 'Pre Admit' form opens and displays as expected.
  9. Populate all required fields and click [Submit].
  10. Validate the 'Substance Abuse History' form opens and displays with the newly assigned MR#.
  11. Populate all required fields and click [Submit].
  12. Validate the 'Admission Referral Information' form opens and displays as expected.
  13. Populate all required fields and click [Submit].
  14. Validate "Client A" is selected and displays with the newly assigned MR#.
Topics
• Call Intake • Form Bundles • NX
AV-84323 Summary | Details
Document Routing - Approver List Defaults Default to Last Filing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Ambulatory Progress Notes
  • Document Management Definition
  • Document Routing Setup (PM)
  • Registry Settings (PM)
  • DOCUMENTS TO REVIEW
  • Dynamic Form - Document To Review - Verify Password
  • Individual Progress Note
  • TO DO'S
  • User Definition
  • Admission
  • Clinical Document Viewer
  • Progress Notes (Group and Individual)
Scenario 1: Document Routing Setup - Approver Required - Yes
Specific Setup:
  • Registry setting "Include Draft/Final" is set to "1" for the progress notes form used for testing.
  • Using the "Document Routing Setup" form:
  • Enable document routing.
  • Set "Approver Required" to "Y".
Steps
  1. Open the progress notes form that for which document routing was enabled.
  2. Fill out the required fields.
  3. Set "Draft/Final" to "Draft".
  4. Reopen the progress note form that was saved as Draft.
  5. Set the "Draft/Final" field to "Final".
  6. Validate "Sign and Route" or "Accept and Route" button is enabled.
  7. Click "Sign and Route" or "Accept and Route".
  8. Route the document to the attending practitioner for this episode.
Scenario 2: Document Routing - Approve and Route - Final Approver Required
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Document routing is enabled for the 'Progress Notes (Group and Individual)' form and "Yes" is selected for 'Require Final Approver'.
  • A user is defined with an associated staff member (Staff Member A) and "Yes" selected in the 'User Can Be Final Approver' field in 'User Definition' (User A).
  • Must be logged in as "User A".
  • Must have the 'My To Do's' widget accessible on the HomeView.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select "Independent Note" in the 'Progress Note For' field.
  4. Select the desired value in the 'Note Type' field.
  5. Enter the desired value in the 'Notes Field' field.
  6. Select "Final" in the 'Draft/Final' field.
  7. Click [File Note].
  8. Validate that the 'Confirm Document' dialog is displayed with the progress note data, including an electronic signature at the bottom for "Staff Member A" as the Author.
  9. Click [Accept and Route].
  10. Validate the 'Route Document To' dialog is displayed.
  11. Validate the "Search here - Supervisor" field is not required.
  12. Validate the "Search here - Team" field is not required.
  13. Validate the "Search here - Add Approver" field is required.
  14. Validate that as long as a "Final Approver" checkbox is checked, the "Submit" button is enabled.
  15. Validate that if a "Final Approver" checkbox is not checked, the "Submit" button is disabled.
  16. Add "Staff Member A" as the 'Final Approver'.
  17. Click [Submit].
  18. Validate a "Progress Notes" dialog is displayed stating: Note Filed.
  19. Click [OK].
  20. Navigate to the 'My To Do's' widget.
  21. Validate there is a To-Do for the progress note filed in the previous steps.
  22. Click [Approve Document].
  23. Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Staff Member A" as both the Author and Final Approver.
  24. Click [Accept].
  25. Enter the password for "User A" in the 'Verify Password' dialog and click [OK].
  26. Validate the To-Do is no longer displayed.
Scenario 3: Document Routing - Approvers Default From Last Filing
Specific Setup:
  • Open the "User Definition" form.
  • Navigate to the "Document Routing" section and set a user up as a Final Approver.
  • Open the "Document Routing Setup" form.
  • Enable document routing for the "Progress Notes (Group and Individual)" form.
  • Enable the "Approver Required" field by setting it to "Y".
Steps
  1. Open the "Progress Notes (Group and Individual)" form.
  2. Fill out all required fields.
  3. Set "Draft/Final" to "Final".
  4. Route the document to more than one approver, with one of them being set up a final approver.
  5. Log on as one of the approvers (not the final approver).
  6. Navigate to the "ToDo" widget.
  7. Validate a "ToDo" was added to the widget for this form.
  8. Accept/Sign the document.
  9. Log on as another approver or Final Approver.
  10. Navigate to the "ToDo" widget.
  11. Validate a "ToDo" has been generated.
  12. Accept/Sign the document.
  13. After all approvers have accepted and signed including the final approver.
  14. Using the "Clinical Document Viewer" form, validate the document was filed after the final approver approved it.
Topics
• Document Routing • NX • RADplus Utilities
AV-84641 Summary | Details
eMAR - all orders displayed on each tab
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR
  • Orders This Episode
Scenario 1: eMAR - Viewing orders on all tabs
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create two pharmacy orders, two lab orders, one dietary order, one dietary-oral order, one imaging order, and one order with an 'Order Type Category' that is "Not Applicable".
  3. Click the 'eMAR' widget.
  4. Validate that 2 pharmacy orders are displayed.
  5. Click the 'Lab Orders' tab.
  6. Validate that 2 lab orders are displayed.
  7. Click the 'Nutrition Orders' tab.
  8. Validate that 2 nutrition orders are displayed.
  9. Click the 'All Other Order Types' tab.
  10. Validate that the imaging and not applicable orders are displayed.
Topics
• eMAR • NX
AV-85152 Summary | Details
Avatar NX - User Access
Scenario 1: 'All Documents' widget - Validate user access levels
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • There must be three users:
  • A user who has full access to forms and is logged in (User A)
  • A user who has read-only access to the 'Progress Notes (Group and Individual)' and 'Treatment Plan' forms (User B).
  • A user who doesn't have access to the 'Progress Notes (Group and Individual)' and 'Treatment Plan' forms (User C).
  • A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view).
  • Document routing must be enabled for the 'Progress Notes (Group and Individual)' and 'Treatment Plan' forms.
  • The 'Progress Notes (Group and Individual)' and 'Treatment Plan' forms must have a signature field.
  • The 'Allow Users Access To All Forms on NX 'All Documents' Widget' registry setting must be set to "N".
  • Please note: this scenario is for Avatar NX systems.
Steps
  1. Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
  2. Select any value in the 'Progress Note For' field.
  3. Populate all required and desired fields.
  4. Select "Final" in the 'Draft/Final' field.
  5. Click [Submit Note].
  6. Validate a 'Confirm Document' dialog displays the progress note from the previous steps and click [Sign].
  7. Enter the password associated with the logged in user and click [Verify].
  8. Close the form.
  9. Navigate to the 'All Documents' view.
  10. Select 'All Forms'.
  11. Select "Progress Notes (Group and Individual)" in the 'Form Description' field.
  12. Validate the time and staff credentials display.
  13. Validate the progress note from the previous steps is present and select it.
  14. Validate the note displays in the 'Console Widget Viewer'.
  15. Validate the 'Open' and 'Open Record' buttons are enabled.
  16. Access the 'Treatment Plan' form.
  17. Enter the desired date in the 'Plan Date' field.
  18. Populate all required and desired fields.
  19. Select "Draft" in the 'Treatment Plan Status' field.
  20. Click [Launch Plan].
  21. Populate all required and desired fields.
  22. Click [Return to Plan] and [OK].
  23. Select "Final" in the 'Treatment Plan Status' field.
  24. Click [Submit].
  25. Validate a 'Confirm Document' dialog displays the progress note from the previous steps and click [Sign].
  26. Enter the password associated with the logged in user and click [Verify].
  27. Navigate to the 'All Documents' view.
  28. Select 'All Forms'.
  29. Select "Treatment Plan" in the 'Form Description' field.
  30. Validate the treatment plan from the previous steps is present and select it.
  31. Validate the plan displays in the 'Console Widget Viewer'.
  32. Validate the 'Open' and 'Open Record' buttons are enabled.
  33. Validate the 'Launch Report' button exists.
  34. Click [Launch Report].
  35. Validate a report displays with the information filed in the previous steps.
  36. Close the report.
  37. Log out.
  38. Login as "User B".
  39. Select "Client A" and navigate to the 'All Documents' view.
  40. Select 'All Forms'.
  41. Select "Progress Notes (Group and Individual)" in the 'Form Description' field.
  42. Validate the progress note from the previous steps is present and select it.
  43. Validate the note displays in the 'Console Widget Viewer'.
  44. Validate the 'Open' and 'Open Record' buttons are disabled.
  45. Select "Treatment Plan" in the 'Form Description' field.
  46. Validate the treatment plan from the previous steps is present and select it.
  47. Validate the plan displays in the 'Console Widget Viewer'.
  48. Validate the 'Open' and 'Open Record' buttons are disabled.
  49. Validate the 'Launch Report' button exists.
  50. Click [Launch Report].
  51. Validate a report displays with the information filed in the previous steps.
  52. Close the report.
  53. In the 'All Documents' widget, click [New Record].
  54. Select "Progress Notes (Group and Individual)" from the 'New Record' field.
  55. Validate the form opens as 'Read-only' and all the fields are disabled.
  56. Discard the form.
  57. Click [New Record].
  58. Select "Treatment Plan" from the 'New Record' field.
  59. Validate the 'Treatment Plan' form launches as 'Read-only'.
  60. Select the desired episode and click [Add].
  61. Validate all fields are disabled in the 'Treatment Plan' form.
  62. Close the form.
  63. Log out.
  64. Login as "User C".
  65. Select "Client A" and navigate to the 'All Documents' view.
  66. Validate "Progress Notes (Group and Individual)" and "Treatment Plan" and not present in the 'Form Description' field.
  67. Access the 'Registry Settings' form.
  68. Enter "allow users access to all" in the 'Limit Registry Settings to the Following Search Criteria' field.
  69. Click [View Registry Settings].
  70. Select "Allow Users Access to All Forms on NX 'All Documents' Widget Registry Setting" from the 'Registry Settings' field.
  71. Click [OK].
  72. Enter "Y" in the 'Registry Setting Value' field.
  73. Click [Submit].
  74. Validate a 'Registry Editor Filing' dialog.
  75. Click [OK] and [No].
  76. Navigate to the 'All Documents' view.
  77. Refresh the 'All Documents' widget.
  78. Select 'All Forms'.
  79. Select "Progress Notes (Group and Individual)" in the 'Form Description' field.
  80. Validate the progress note from the previous steps is present and select it.
  81. Validate the note displays in the 'Console Widget Viewer'.
  82. Validate the 'Open' and 'Open Record' buttons are disabled.
  83. Click [Clear Filters].
  84. Select "Treatment Plan" in the 'Form Description' field.
  85. Validate the treatment plan from the previous steps is present and select it.
  86. Validate the plan displays in the 'Console Widget Viewer'.
  87. Validate the 'Open' and 'Open Record' buttons are disabled.
Topics
• All Documents Widget • NX • Progress Notes (Group And Individual) • Treatment Plan
AV-86328 Summary | Details
Avatar NX - Form Designer
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Form Designer (PM)
Scenario 1: Form Designer - validate the ability to save/edit a ScriptLink
Specific Setup:
  • The logged in user must have access to 'Form Designer'.
  • The following must be configured for a form (Form A) using 'Form Designer':
  • Must have a "ScriptLink" script that is configured (Script A).
  • "Form A" must have a field (Field A).
Steps
  1. Access 'Form Designer'.
  2. Select "Form A" from the 'Forms' field.
  3. Select "Form A" from the 'Sections' field.
  4. Click [Show Section].
  5. Navigate to "Field A".
  6. Select "Field A".
  7. Click the 'Edit' icon next to the 'ScriptLink' field.
  8. Select the entry.
  9. Select "Script A" from the 'Available Scripts' field.
  10. Enter any value in the 'Script Parameter' field.
  11. Click [Apply All Changes].
  12. Validate the value displays in the 'ScriptLink' field.
  13. Click [Save], [Yes], and [OK].
  14. Submit the form.
  15. Access 'Form Designer'.
  16. Select "Form A" from the 'Forms' field.
  17. Select "Form A" from the 'Sections' field.
  18. Click [Show Section].
  19. Navigate to "Field A".
  20. Select "Field A".
  21. Validate the value filed in the previous steps displays in the 'ScriptLink' field.
  22. Close the form.
Topics
• Form Designer • NX
AV-86383 Summary | Details
Avatar NX - Simple Screen Reports
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
Scenario 1: Client Ledger - Simple Report Type
Specific Setup:
  • A client must be enrolled in an existing episode with charges filed (Client A).
Steps
  1. Access the 'Client Ledger' form.
  2. Enter "Client A's" last name in the 'Client ID' field.
  3. Validate the expected results display.
  4. Select "Client A" from the 'Client ID' field.
  5. Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
  6. Select "Simple" in the 'Ledger Type' field.
  7. Populate any required and desired fields.
  8. Click [Process].
  9. Validate the report displays as expected.
  10. Select "50%" in the 'Zoom' field.
  11. Validate the report displays at 50%.
  12. Click [Close] and [Yes] to remain in the form.
  13. Validate that the form remains populated with the data entered in the previous steps.
  14. Click [Process].
  15. Validate "50%" is still selected in the 'Zoom' field and the report displays accordingly.
  16. Select "75%" in the 'Zoom' field.
  17. Validate the report displays at 75%.
  18. Click [Close] and [Yes] to remain in the form.
  19. Validate that the form remains populated with the data entered in the previous steps.
  20. Click [Process].
  21. Validate "75%" is still selected in the 'Zoom' field and the report displays accordingly.
  22. Select "100%" in the 'Zoom' field.
  23. Validate the report displays at 100%.
  24. Click [Close] and [Yes] to remain in the form.
  25. Validate that the form remains populated with the data entered in the previous steps.
  26. Click [Process].
  27. Validate "100%" is still selected in the 'Zoom' field and the report displays accordingly.
  28. Click [Close] and [No] to exit the form.
Topics
• Client Search • NX
AV-86415 Summary | Details
Avatar AM NX future functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Front Desk Information
Scenario 1: Avatar AM NX - Front Desk Information - file changes to 'Deposit Entry'
Steps

Internal Testing only.
Topics
• Medication Order • NX
AV-86416 Summary | Details
Avatar NX - User Defined Templates
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Form - Progress Notes
  • Dynamic Forms - Document Routing - Route Document To Dialog
  • Progress Notes (Group and Individual)
  • Registry Settings (PM)
Scenario 1: User Defined Template - Validate the 'Current Time' field
Specific Setup:
  • The'Utilize Local Workstation Time Zone' registry setting must be set to "Y".
  • The user's local time must be in a different time zone than the cache server time.
  • A client must be enrolled in more than one episode (Client A).
  • The "Progress Notes" widget must be accessible from the myDay view.
Steps
  1. Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
  2. Select "Independent Note" in the 'Progress Note For' field.
  3. Select "Medical" in the 'Note Type' field.
  4. Click [Scrolling Text Templates].
  5. Click [Manage Templates].
  6. Enter the desired value in the 'Template Name' field. Note: this will now be referred to as "Template A".
  7. Drag and drop the 'Current Time' field to the template from the 'Available Fields' field.
  8. Click [Preview].
  9. Validate the Preview contains the user's local workstation time.
  10. Close the preview.
  11. Click [Add] and [Save].
  12. Click [Scrolling Text Templates].
  13. Navigate to the 'User Defined Templates'.
  14. Validate "Template A" is displayed and select it.
  15. Validate the 'Notes Field' field displays "Template A" with the user's local workstation time.
  16. Populate any other required and desired fields.
  17. Select "Final" in the 'Draft/Final' field.
  18. Click [File Note].
  19. Validate a message is displayed stating: Note Filed.
  20. Click [OK] and close the form.
  21. Select "Client A" and navigate to the 'Progress Notes' widget.
  22. Validate the note filed in the previous steps is displayed.
  23. Validate all previously filed data displays as expected.
Topics
• NX • User Defined Templates
AV-86442 Summary | Details
Avatar NX - User Defined Templates
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
  1. Click [User Menu] on the myDay view.
  2. Validate "Manage User Defined Templates" is displayed and select it.
  3. Enter the desired value in the 'Template Name' field. Note: this will now be referred to as "Template A".
  4. Drag and drop the desired fields to the template from the 'Available Fields' field.
  5. Add carriage returns in between the added fields.
  6. Click [Preview].
  7. Validate the Preview displays the added fields with the carriage returns.
  8. Close the preview.
  9. Click [Add] and [Save].
  10. Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
  11. Select "Independent Note" in the 'Progress Note For' field.
  12. Select the desired value in the 'Note Type' field.
  13. In the 'Notes Field' field, navigate to the 'User Defined Templates'.
  14. Validate "Template A" is displayed and select it.
  15. Validate the 'Notes Field' field displays the contents of "Template A" as expected.
  16. Select "Draft" in the 'Draft/Final' field.
  17. File the note.
  18. Select "Client A" and access the 'Progress Notes' widget.
  19. Validate the note filed in the previous steps is displayed.
  20. Validate the 'Notes Field' field contains the contents from "Template A".
Topics
• NX • Progress Notes • User Defined Templates
AV-86763 Summary | Details
Avatar NX - Bed Management
Scenario 1: 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).
  • A unit must be defined (Unit A).
  • A room (Room A) must be defined with available beds (Bed A, Bed B, Bed C). This can be done using the 'Maintain Hospital Bed File' form.
  • "Client B" is assigned to "Bed A" in "Room A" in "Unit A".
Steps
  1. Access the 'Bed Management' form.
  2. Select "Unit A" in the 'Unit' field.
  3. Select "Room A" in the 'Room' field.
  4. Click [Bed Management].
  5. Select an available bed (Bed B).
  6. Click [Reserve].
  7. Enter "Client A" in the 'Client' field and click [Search].
  8. Click "Client A".
  9. Click [Select].
  10. Select "Standard Priority" from the 'Priority' field.
  11. Click [Submit].
  12. Validate the reservation displays for "Client A".
  13. Validate "Client B" also displays in "Room A".
  14. Close the form.
  15. Access the 'Admission' form.
  16. Populate all required fields for "Client C".
  17. Click [Inpatient/Partial/Day Treatment].
  18. Select "Unit A" from the 'Unit' field.
  19. Select "Room A" from the 'Room' field.
  20. Select "B" from the 'Bed' field.
  21. Enter any value in the 'Room And Board Billing Code' field.
  22. Click [Submit].
  23. Access the 'Bed Management' form.
  24. Select "Unit A" in the 'Unit' field.
  25. Select "Room A" in the 'Room' field.
  26. Click [Bed Management].
  27. Validate the reservation for "Client A" displays for "Bed B".
  28. Hover over "Bed B" and validate the "Client C's" assignment also displays.
  29. Select "Bed B".
  30. Click [Switch].
  31. Validate the 'Switch' button is disabled.
  32. Select "Bed A".
  33. Validate the 'Switch' button is enabled.
  34. Click [Switch].
  35. Validate "Client C" is now in "Bed A".
  36. Validate "Bed B" contains "Client A's" reservation and "Client B's" assignment.
  37. Close the form.
Topics
• Admission • Bed Management • Maintain Hospital Bed File • NX
AV-86943 Summary | Details
Avatar eMAR - Filtering By Order Type
Scenario 1: Administration Events for 'Order Types' of "Pharmacy", "Dietary", and "Therapy" where 'Additional Attempts Planned' set to "No".
Specific Setup:
  • Must have a value in the '(10000) Administration Event' dictionary under 'eMAR Tabled Files' in the 'Dictionary Update' form under 'Avatar CWS' that has 'Successful Administration' = "No", "Additional Attempts Planned" = "No", 'Limit To Specific Tabs' = no value and 'Add Reason Dictionary To Comments' = "Required", and 'Require Comments' = "Yes". (TEST)
  • Must have a value entered in the '(10020) Event Reason' dictionary under 'eMAR Tabled Files' in the 'Dictionary Update' form under 'Avatar CWS'. (Patient Unavailable)
  • Must have the following order types:
  • "Pharmacy" with an 'Order Type Category' of "Pharmacy".
  • "Dietary-Oral" with an 'Order Type Category' of "Dietary-Oral"
  • "Family Therapy" with an 'Order Type Category' of "Not Applicable".
  • The 'Avatar Order Entry->eMAR->Settings->->->Order Types Processed By eMAR' registry setting must include at least "Pharmacy", "Dietary-Oral", and "Therapy" order types.
  • A "Pharmacy" order type code must exist. (Pharmacy Code A)
  • A "Dietary" order type code must exist. (Dietary-Oral Code A)
  • A "Therapy" order type code must exist. (Therapy Code A)
  • Select the following order types from the 'Order Type' field in eMAR:
  • "Pharmacy" in the 'Medications' tab.
  • "Dietary-Oral" in the 'Nutrition Orders' tab.
  • "Therapy" in the 'All Other Order Types' tab.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Search for and select "Pharmacy Code A" from the 'New Order' field.
  3. Fill out any required fields and click [Add to Scratchpad].
  4. Search for and select "Dietary-Oral Code A" from the 'New Order' field.
  5. Fill out any required fields and click [Add to Scratchpad].
  6. Search for and select "Therapy Code A" from the 'New Order' field.
  7. Fill out any required fields, click [Add to Scratchpad] and [Sign].
  8. Validate the 'Order grid' contains the "Pharmacy" order, the "Dietary-Oral" order, and the "Therapy" order.
  9. Access the 'Avatar eMAR' widget.
  10. Remain on the 'Medications' tab.
  11. Validate that "Pharmacy" is still checked in the 'Order Type' field and that the order for "Pharmacy Code A" is displayed.
  12. Double click on any available administration cell under the current date.
  13. Complete 'Order Acknowledgement' and 'Client Education' for this order.
  14. Set the 'Med ID' cell to the "NDC" of the order selected.
  15. Select "TEST" from the 'Administration Event' field.
  16. Click [View - Comment].
  17. Set the 'Reason' field to "Patient Unavailable".
  18. Set the 'Text' field to "test".
  19. Click [OK].
  20. If there are any warnings, override them and click [Ok].
  21. Click the 'Accept administration information entered' check box and click [OK].
  22. Validate the cell selected under the current date contains "TEST" as well as the time of the attempted administration.
  23. Uncheck "Pharmacy" from the 'Order Type' field and validate the order for "Pharmacy Code A" is no longer shown in 'eMAR'.
  24. Click the 'Nutrition Orders' tab.
  25. Validate that "Dietary-Oral" is still checked in the 'Order Type' field and that the order for "Dietary-Oral Code A" is displayed.
  26. Double click in any available cell under the current date.
  27. Complete 'Order Acknowledgement' and 'Client Education' for this order.
  28. Populate all required fields.
  29. Select "TEST" from the 'Administration Event' field.
  30. Click [View - Comment].
  31. Set the 'Reason' field to "Patient Unavailable".
  32. Set the 'Text' field to "test".
  33. Click [OK].
  34. Click the 'Accept administration information entered' check box and click [OK].
  35. Validate that the cell that was selected contains "TEST" as well as the time of the attempted administration.
  36. Click the 'All Other Order Types' tab.
  37. Validate that "Therapy" is still checked in the 'Order Type' field and that the order for "Therapy Code A" is displayed.
  38. Double click any available cell under the current date.
  39. Complete 'Order Acknowledgement' and 'Client Education' for this order.
  40. Populate all required fields.
  41. Set the 'Administration Event' field to "TEST".
  42. Click [View - Comment].
  43. Select "Patient Unavailable" from the 'Reason' field.
  44. Set the 'Text' field to "test".
  45. Click [OK].
  46. Click the 'Accept administration information entered' check box and click [OK].
  47. Validate that the cell that was selected contains "TEST" as well as the time of the attempted administration.
  48. Click the 'Medications' tab.
  49. Validate that "Pharmacy" is still unchecked in the 'Order Type' field and that no pharmacy type order codes are present in 'eMAR'.
Topics
• eMAR • NX
AV-86944 Summary | Details
eMAR - Reason for Reschedule Administration Event
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • eMAR widget
  • Orders This Episode
  • Registry Settings (CWS)
  • Registry Settings (PM)
  • Order Code Setup
Scenario 1: eMAR Administration Event - Follow Up Reminder - 'Require Reason for Rescheduling an Administration Event' registry setting set to "Y".
Specific Setup:
  • Avatar eMAR 2022 Update 33 and myAvatar Client Update 2513-011 or 3328-001 are needed in order to utilize full functionality.
  • The 'Avatar eMAR->General->Settings->->->Reschedule Feature Available' registry setting must be set to "Y".
  • The 'Avatar eMAR->General->Settings->->->Require Reason for Rescheduling an Administration Event' registry setting must be set to "Y".
  • Please log out of the application and log back in after completing the above configuration.
  • A pharmacy-type order code must exist with the following configuration (Order Code A):
  • ‘Generate eMAR Follow-Up Reminders’ = “Yes”
  • ‘Time Interval For eMAR Follow-Up Reminders’ = no value
  • A NDC for "Order Code A" must be noted.
  • A frequency code with no set hours of administration must exist. (Frequency Code A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" from the 'New Order' field.
  3. Select "Frequency Code A" from the 'Frequency' field.
  4. Populate any remaining required fields.
  5. Click [Add to Scratchpad] and [Sign].
  6. Access the 'eMAR' widget.
  7. Validate that an order for "Order Code A" is displayed with no hours of administration under the current date.
  8. Double-click the first cell under the current date.
  9. Complete 'Order Acknowledgment' and 'Client Education'.
  10. Validate that the 'Administration Event' dialog is displayed.
  11. Set the 'Med ID' field to "Order Code A's" NDC.
  12. Select "Nurse Administered" in the 'Administration Event' field.
  13. Check the 'Accept administration information entered' checkbox and click [OK].
  14. Validate that the first cell under the current date for the order created using "Order Code A" displays the amount given and time given.
  15. Validate that a 'Follow-up' exists for "Order Code A" with "Follow-up" in the first cell under the current date.
  16. Right-click the 'Follow-up' cell and click 'Reschedule'.
  17. Validate the 'Rescheduled Dose' dialog is displayed.
  18. Set the 'New Scheduled Time' field to a time in the future from current time.
  19. Select "Other Reason" from the 'Reason' field.
  20. Set the 'Reason Text' field to any value.
  21. Click [Save].
  22. Validate that the cell that was rescheduled now contains the new scheduled time.
Scenario 2: eMAR - Reschedule Reason - 'Require Reason for Rescheduling an Administration Event' registry setting set to "Y".
Specific Setup:
  • Avatar eMAR 2022 Update 33 and myAvatar Client Update 2513-011 or 3328-001 or Avatar NX Release 2023.05.00 are needed in order to utilize full functionality.
  • The 'Avatar eMAR->General->Settings->->->Reschedule Feature Available' registry setting must be set to "Y".
  • The 'Avatar eMAR->General->Settings->->->Require Reason for Rescheduling an Administration Event' registry setting must be set to "Y".
  • Please log out of the application and log back in after completing the above configuration.
  • A pharmacy-type order code must exist. (Order Code A):
  • A NDC for "Order Code A" must be noted.
  • A frequency code must exist with set hours of administration of which one hour is in the past. (Frequency Code A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" from the 'New Order' field.
  3. Select "Frequency Code A" from the 'Frequency' field.
  4. Fill out any remaining required fields.
  5. Click [Add to Scratchpad] and [Sign].
  6. Access the 'eMAR' widget.
  7. Validate that an order for "Order Code A" is displayed with hours of administration under the current date.
  8. Right-click the first past due cell under the current date.
  9. Click 'Reschedule'.
  10. Validate the 'Rescheduled Dose' dialog is displayed.
  11. Set the 'New Scheduled Time' field to a time in the future from current time.
  12. Select "Other Reason" from the 'Reason' field.
  13. Set the 'Reason Text' field to any value.
  14. Click [Save].
  15. Validate the cell that was past due now displays the new scheduled time.
Scenario 3: eMAR - Reschedule Reason - 'Require Reason for Rescheduling an Administration Event' registry setting set to "N".
Specific Setup:
  • Avatar eMAR 2022 Update 33 and myAvatar Client Update 2513-011 or 3328-001 or Avatar NX 2023.05.00 are needed in order to utilize full functionality.
  • The 'Avatar eMAR->General->Settings->->->Reschedule Feature Available' registry setting must be set to "Y".
  • The 'Avatar eMAR->General->Settings->->->Require Reason for Rescheduling an Administration Event' registry setting must be set to "N".
  • Please log out of the application and log back in after completing the above configuration.
  • A pharmacy-type order code must exist. (Order Code A):
  • A frequency code must exist with set hours of administration of which one hour is in the past. (Frequency Code A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" from the 'New Order' field.
  3. Select "Frequency Code A" in the 'Frequency' field.
  4. Fill out any remaining required fields.
  5. Click [Add to Scratchpad] and [Sign].
  6. Access the 'eMAR' widget.
  7. Validate that an order for "Order Code A" is displayed with a dashed line and an hour of administration under the current date.
  8. Right-click the dashed line cell and click 'Reschedule'.
  9. Validate the 'Rescheduled Dose' dialog is displayed.
  10. Set the 'New Scheduled Time' field to a time in the future from current time.
  11. Validate the 'Reason' field is not required and select "Other Reason" from the 'Reason' field.
  12. Validate the 'Reason Text' field is required.
  13. Set the 'Reason Text' field to any value.
  14. Click [Save].
  15. Validate the cell that was past due now displays the new scheduled time.
Scenario 4: eMAR Administration Event - Follow Up Reminder - 'Require Reason for Rescheduling an Administration Event' registry setting set to "N".
Specific Setup:
  • Avatar eMAR 2022 Update 33 and myAvatar Client Update 2513-011 or 3328-001 or Avatar NX Release 2023.05.00 are needed in order to utilize full functionality.
  • There must be at least one value defined in the Order Entry Tabled Files '(10138) eMAR Follow-Up Reminder Heading' dictionary. (Heading A)
  • A pharmacy-type order code must exist with the following configuration (Order Code A):
  • ‘Generate eMAR Follow-Up Reminders’ = “Yes”
  • ‘Time Interval For eMAR Follow-Up Reminders’ = no value
  • A NDC for "Order Code A" must be noted.
  • A frequency code with no set hours of administration must exist. (Frequency Code A)
  • The 'Avatar eMAR->General->Settings->->->Reschedule Feature Available' registry setting must be set to "Y".
  • The 'Avatar eMAR->General->Settings->->->Require Reason for Rescheduling an Administration Event' registry setting must be set to "N".
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Require Reason Code' registry setting must be set to "prn".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" from the 'New Order' field.
  3. Select "Frequency Code A" from the 'Frequency' field.
  4. Populate any remaining required fields.
  5. Click [Add to Scratchpad] and [Sign].
  6. Access the 'eMAR' widget.
  7. Validate that an order for "Order Code A" is displayed with no hours of administration under the current date.
  8. Double-click the first cell under the current date.
  9. Complete 'Order Acknowledgment' and 'Client Education'.
  10. Validate that the 'Administration Event' dialog is displayed.
  11. Set the 'Med ID' field to "Order Code A's" NDC.
  12. Select "Nurse Administered" in the 'Administration Event' field.
  13. Check the 'Accept administration information entered' checkbox and click [OK].
  14. Validate that the first cell under the current date for the order created using "Order Code A" displays the amount given and time given.
  15. Validate that a 'Follow-up' exists for "Order Code A" with "Follow-up" in the first cell under the current date.
  16. Right-click the 'Follow-up' cell under the current date.
  17. Click 'Reschedule'.
  18. Validate the 'Rescheduled Dose' dialog is displayed.
  19. Set the 'New Scheduled Time' field to a time in the future from current time.
  20. Validate the 'Reason' field is not required.
  21. Select "Other Reason" from the 'Reason' field.
  22. Validate the 'Reason Text' field is required.
  23. Set the 'Reason Text' field to any value.
  24. Click [Save].
  25. Validate that the cell that was rescheduled now contains the new scheduled time.
Topics
• eMAR • NX • Order Entry Console
AV-86947 Summary | Details
Avatar eMAR - Administer discontinued orders - Warning message
Scenario 1: eMAR - Administering Discontinued Orders - Pharmacy Order
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create a Taper/Titrate order with 3 steps for a pharmacy-type order code.
  3. Discontinue all created orders.
  4. Validate the 'Order grid' does not contain any orders.
  5. Access the 'eMAR' widget.
  6. Validate 1st step of the Taper/Titrate order is displayed with no hours under the current date.
  7. Complete 'Order Acknowledgement' and 'Client Education' for this order.
  8. Select the first cell under the current date for the first step of the Taper/Titrate order.
  9. Validate a message is displayed stating "The selected order is Discontinued, effective 'discontinued date' and 'discontinued time' in military time. To continue with this administration click "Ok". To cancel this administration click "Cancel"."
  10. Click [OK] and [Administer].
  11. Validate the 'Administration Event' dialog is displayed with a red flag in [Warning-View].
  12. Click [Warning - View] and validate that the 'Administration Date/Time' tab contains "This Administration Event is occurring after the order's Discontinue Date/Time of 'discontinued date' and 'discontinued time' in military time."
  13. Override the warning and click [OK].
  14. Check the 'Accept administration information entered' check box and click [OK].
  15. Validate the first cell under the current date contains the amount administered and the time administered.
Scenario 2: eMAR - Administering Discontinued Orders - Dietary Order
Specific Setup:
  • Avatar eMAR 2022 Update 31 and myAvatar Client Update 2513-011 or 3328-001 are needed in order to utilize full functionality.
  • A 'Dietary' order code must exist. (Order Code A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" in the 'New Order' field.
  3. Set the 'Duration' to any value and click [Days].
  4. Click [Add to Scratchpad] and [Sign].
  5. Validate the 'Order grid' contains the "Order Code A" order.
  6. Select the order and click [D/C], [Add to Scratchpad] and [Sign].
  7. Validate the 'Order grid' does not contain any orders.
  8. Access the 'eMAR' widget.
  9. Select a cell under the current date for the first "Order Code A" order.
  10. Validate a message is displayed stating "The selected order is Discontinued, effective 'discontinued date' and 'discontinued time'. To continue with this administration click "Ok". To cancel this administration click "Cancel"."
  11. Click [OK] and [Administer].
  12. Validate the 'Administration Event' dialog is displayed with a red flag in [Warning-View].
  13. Click [Warning - View] and validate that the 'Administration Date/Time' tab contains "This Administration Event is occurring after the order's Discontinue Date/Time of 'discontinued date' and 'discontinued time'."
  14. Override the warning and click [OK].
  15. Check the 'Accept administration information entered' check box and click [OK].
  16. Validate the first cell under the current date contains the amount administered and the time administered.
Topics
• eMAR • eMAR NX • NX • Task List
AV-86948 Summary | Details
eMAR - Additional Data - Administration
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR
  • Order Code Setup
  • Orders This Episode
Scenario 1: eMAR - Unsuccessful administration with Additional Data Tab
Specific Setup:
  • The ‘(10002) Successful Administration’ extended attribute must be set to “Yes” in the eMAR Tabled Files ‘(10000) Administration Event’ dictionary for “NURSE-ADMIN”.
  • The ‘(10002) Successful Administration’ extended attribute must be set to “No” and the '(10009) Client Refusal' extended attribute must be set to "Yes" in the eMAR Tabled Files ‘(10000) Administration Event’ dictionary for “REFUSED”.
  • A pharmacy-type order code must exist with "Temperature" and "Weight" selected in the 'Additional Data Elements To Require in Avatar eMAR (Administration)' field. (Order Code A)
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" in the 'New Order' field.
  3. Populate all required fields and click [Add to Scratchpad], [Final Review], and [Sign].
  4. Validate the 'Order grid' contains an order for "Order Code A".
  5. Access the ‘eMAR’ widget.
  6. Validate the 'Additional Data (Administration)' tab is displayed and contains a red flag.
  7. Validate an order is displayed for "Order Code A" with no hours of administration.
  8. Select the first cell under the current day and click [Administer].
  9. Verify the 'Order Acknowledgement' dialog exists and click [OK].
  10. Verify the 'Client Education' dialog exists.
  11. Select "Yes" in the 'Education Performed' field and click [OK].
  12. Verify the 'Administration Event' dialog exists and contains an order for "Order Code A".
  13. Validate the 'Qty' field contains "1".
  14. Validate the 'Unit' field contains "Tablet".
  15. Select "Refused" from the 'Administration Event' field.
  16. Validate the 'Additional Data (Administration)' tab contains a green checkmark.
  17. Check the 'Accept administration information entered' check box and click [Ok].
  18. Validate the first cell under the current date contains a "thumbs-down" symbol indicating the dose was refused, "1 Tablet", and the time of the attempted administration in military format.
  19. Right click the first cell under the current date that was administered and select "Administration After Initial Refusal".
  20. Verify the 'Administration Event' dialog exists and contains an order for "Order Code A".
  21. Validate the 'Administration Date' and 'Administration Time' fields contain the current date and the Administration time when the order was refused.
  22. Validate the 'Qty' field contains "1".
  23. Validate the 'Unit' field contains "Tablet".
  24. Select "Nurse-Administered" from the 'Administration Event' field.
  25. Validate the 'Additional Data (Administration)' tab contains a red flag.
  26. Access the 'Additional Data (Administration)' tab.
  27. Set 'Temperature (Fahrenheit)' to "99".
  28. Set 'Weight (lbs/kgs)' to "200" and click "lbs".
  29. Click [Submit Edit].
  30. Validate the first cell under the current date contains a "U-Turn" symbol, indicating the administration has been updated, "1 Tablet", and the time administered in military format.
Topics
• eMAR • eMAR NX • NX
AV-87000 Summary | Details
Avatar NX - Client Search fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
Scenario 1: Client Ledger - Simple Report Type
Specific Setup:
  • A client must be enrolled in an existing episode with charges filed (Client A).
Steps
  1. Access the 'Client Ledger' form.
  2. Enter "Client A's" last name in the 'Client ID' field.
  3. Validate the expected results display.
  4. Select "Client A" from the 'Client ID' field.
  5. Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
  6. Select "Simple" in the 'Ledger Type' field.
  7. Populate any required and desired fields.
  8. Click [Process].
  9. Validate the report displays as expected.
  10. Select "50%" in the 'Zoom' field.
  11. Validate the report displays at 50%.
  12. Click [Close] and [Yes] to remain in the form.
  13. Validate that the form remains populated with the data entered in the previous steps.
  14. Click [Process].
  15. Validate "50%" is still selected in the 'Zoom' field and the report displays accordingly.
  16. Select "75%" in the 'Zoom' field.
  17. Validate the report displays at 75%.
  18. Click [Close] and [Yes] to remain in the form.
  19. Validate that the form remains populated with the data entered in the previous steps.
  20. Click [Process].
  21. Validate "75%" is still selected in the 'Zoom' field and the report displays accordingly.
  22. Select "100%" in the 'Zoom' field.
  23. Validate the report displays at 100%.
  24. Click [Close] and [Yes] to remain in the form.
  25. Validate that the form remains populated with the data entered in the previous steps.
  26. Click [Process].
  27. Validate "100%" is still selected in the 'Zoom' field and the report displays accordingly.
  28. Click [Close] and [No] to exit the form.
Topics
• Client Search • NX
AV-87028 Summary | Details
Scheduling Calendar - Group Appointments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Scheduling Calendar - Status Update
Scenario 1: Scheduling Calendar - Validate the 'Group Member Selection' dialog for large group appointments
Specific Setup:
  • A large group is defined in 'Group Registration' with 15+ group members (Group A).
  • A practitioner is defined with hours for scheduling (Practitioner A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in any available time slot for "Practitioner A".
  3. Click [Add Appointment].
  4. Enter any group service code in the 'Service Code' field.
  5. Select "Group A" in the 'Group #' field.
  6. Select the desired value in the 'Location' field.
  7. Select the desired value in the 'Program' field.
  8. Click [Submit].
  9. Validate the appointment for "Group A" is displayed.
  10. Right click on the appointment and click [Status Update].
  11. Validate the 'Group Member Selection' dialog contains a scroll bar to ensure the ability to scroll through all group members.
  12. Click [Close].
  13. Right click on the appointment and click [Check In].
  14. Validate the 'Group Member Selection' dialog contains a scroll bar to ensure the ability to scroll through all group members.
  15. Click [Close].
  16. Right click on the appointment and click [Check Out].
  17. Validate the 'Group Member Selection' dialog contains a scroll bar to ensure the ability to scroll through all group members.
  18. Click [Close] and [Dismiss].
Topics
• NX • Scheduling Calendar
AV-87120 Summary | Details
Avatar NX - Scrolling Free Text Fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Initial Psychiatric Evaluation
  • Treatment Plan
Scenario 1: Validate 'Initial Psychiatric Evaluation' form workflow
Specific Setup:
  • A client with an existing episode is identified (Client A).
  • The user has access to the 'Initial Psychiatric Evaluation' form.
Steps
  1. Access the 'Initial Psychiatric Evaluation' form.
  2. Select "Client A".
  3. Enter the desired date the 'Assessment Date' field.
  4. Click the 'Additional Psych/Health History' tab.
  5. Select "Information indicated" in the 'Information' field.
  6. Validate the 'Additional Psych/Social History' field is enabled and required.
  7. Click [Submit].
  8. Validate a 'Filing Error' dialog and click [OK].
  9. Validate the 'Additional Psych/Health History' tab and 'Additional Psych/Social History' field have red flags (indicating a missing required field).
  10. Select "No additional information to be added" in the 'Information' field.
  11. Validate the 'Additional Psych/Health History' tab and 'Additional Psych/Social History' field no longer have 'red flags.
  12. Populate any required and desired fields and click [Submit].
  13. Access the 'Initial Psychiatric Evaluation' form.
  14. Select the entry from the previous steps and click [Edit].
  15. Validate all the data displays as expected.
  16. Click [Discard] and [Yes].
Scenario 2: Treatment Plan - Validate ability to navigate the treatment plan tree for lengthy plans
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • The 'Treatment Plan' form must have document routing enabled.
  • A scrolling free text field (for example, the 'Strengths' field) must be configured in the 'Site Specific Section Modeling' form to be initially required.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Enter the desired date in the 'Plan Date' field.
  4. Select any value in the 'Plan Type' field.
  5. Select "Draft" in the 'Draft/Final' field.
  6. Click [Launch Plan].
  7. Validate a dialog stating: "Error on section Treatment Plan. The following fields are missing: Strengths"
  8. Click [OK].
  9. Validate the 'Strengths' field has a red flag (indicating a missing required field).
  10. Enter any value in the 'Strengths' field.
  11. Validate the red flag no longer displays.
  12. Click [Launch Plan].
  13. Click [Add New Problem].
  14. Enter any value in the 'Problem Code' field.
  15. Populate all required and desired fields.
  16. Click [Add New Goal].
  17. Populate all required and desired fields.
  18. Click [Add New Objective].
  19. Populate all required and desired fields.
  20. Click [Add New Intervention].
  21. Populate all required and desired fields.
  22. Continue adding to the treatment plan until a vertical scroll bar displays.
  23. Click any item lower in the plan tree.
  24. Validate the ability to scroll to the top.
  25. Click [Return to Plan].
  26. Populate any desired fields and click [Submit].
  27. Select "Client A" and access the 'Treatment Plan' form.
  28. Select the plan from the previous steps and click [Edit].
  29. Validate the plan displays the expected data.
  30. Click [Launch Plan].
  31. Validate the plan displays the expected data.
  32. Select any item from the plan tree.
  33. Validate the ability to scroll to the top.
  34. Click [Return to Plan].
  35. Select "Final" in the 'Draft/Final' field.
  36. Click [Submit].
  37. Validate the treatment plan data displays as expected in the 'Document Routing' screen.
  38. Click [Sign].
  39. Enter the password associated with the logged on user and click [Verify].
Topics
• NX • Treatment Plan
AV-87248 Summary | Details
Avatar NX - Connection Name
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
Scenario 1: Validate the 'Show Connection Name' registry setting
Specific Setup:
  • The 'Show Connection Name' registry setting must be disabled.
  • The logged in user must have access to the 'Registry Settings' form.
Steps
  1. Validate the connection name does not display at the bottom of the application.
  2. Access the 'Registry Settings' form.
  3. Enter "Connection" in the 'Limit Registry Settings to the Following Search Criteria' field.
  4. Click [View Registry Settings].
  5. Select "Show Connection Name" from the list and click [OK].
  6. Validate the 'Registry Setting Details' field contains: "Enter 'Y' to show the connection name at the bottom of the application or 'N' to remove the connection name. This change is applied across all root system codes. The current application session must be logged out and logged back into, or the system code must be switched, to see the change take effect since the change is applied during the system code login."
  7. Enter "Y" in the 'Registry Setting Value' field.
  8. Click [Submit].
  9. Validate a 'Registry Editor Filing' dialog stating: "Successful filing."
  10. Click [OK] and close the form.
  11. Logout.
  12. At the NX Login, select the connection in the 'System' field.
  13. Populate the 'Username' and 'Password' fields.
  14. Click [Login].
  15. Validate the connection name displays at the bottom of the application.
Topics
• NX • Registry Settings
AV-87297 Summary | Details
Scheduling Calendar - 'Status Update' for group appointments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Group Registration
  • Scheduling Calendar - Add/Remove Group Members
  • Scheduling Calendar - Status Update
Scenario 1: Scheduling Calendar - Validation of groups without active members
Specific Setup:
  • A Group (Group A) must be defined in 'Group Registration' with no group members.
  • Two clients are enrolled in existing episodes (Client A & Client B).
  • A practitioner is defined with staff hours for scheduling (Practitioner A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in any available time slot for "Practitioner A".
  3. Click [Add Appointment].
  4. Enter any group service code in the 'Service Code' field.
  5. Select "Group A" in the 'Group #' field.
  6. Select the desired value in the 'Location' field.
  7. Select the desired value in the 'Program' field.
  8. Click [Submit].
  9. Validate the appointment for "Group A" is displayed.
  10. Right click on the appointment and click [Status Update].
  11. Validate an error message is displayed stating: Group has no member assignments.
  12. Click [OK].
  13. Right click on the appointment and click [Add/Remove Group Members].
  14. Select "Add" in the 'Add or Remove Client from Group Appointment' field.
  15. Select "Client A" in the 'Client' field.
  16. Click [Update Members].
  17. Select "Add" in the 'Add or Remove Client from Group Appointment' field.
  18. Select "Client B" in the 'Client' field.
  19. Click [Update Members].
  20. Validate the 'Current Group Appointment Members' field contains "Client A" & "Client B".
  21. Close the form.
  22. Right click on the appointment and click [Status Update].
  23. Validate a 'Group Member Selection' dialog is displayed with "Client A" and "Client B".
  24. Select "All Group Members" and click [OK].
  25. Validate the 'Scheduling Calendar - Status Update' form is displayed for "Client A".
  26. Select "Yes" in the 'Confirmed' field.
  27. Click [Submit].
  28. Validate the 'Scheduling Calendar - Status Update' form is displayed for "Client B".
  29. Select "Yes" in the 'Confirmed' field.
  30. Click [Submit] and [Dismiss].
Topics
• NX • Scheduling Calendar
AV-87475 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:
  • Coming In Today - Netsmart
Scenario 1: 'Coming in Today' widget - workflow
Specific Setup:
  • The 'Coming in Today' widget must be visible from the HomeView.
  • A Client (Client A) should be enrolled with an episode.
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. Click [Dismiss].
  10. Access the 'Coming In Today' widget.
  11. Validate the appointment for "Client A" is displayed.
  12. Validate the [Not Present] exists.
  13. Click [Not Present].
  14. Validate a message is displayed stating: Change status to "Checked In"? This action cannot be undone.
  15. Click [Yes].
  16. Click [Launch Scheduling Calendar].
  17. Validate the appointment for "Client A" has been checked in.
  18. Click [Dismiss].
  19. Access the 'Coming In Today' widget.
  20. Validate the [Currently Checked In] exists.
  21. Click [Currently Checked In].
  22. Validate a message is displayed stating: Change status to "Currently in Treatment"? This action cannot be undone.
  23. Click [Yes].
  24. Validate the [Currently in Treatment] exists.
  25. Click [Currently in Treatment].
  26. Validate a message is displayed stating: Change status to "Checked Out"? This action cannot be undone.
  27. Click [Yes].
  28. Validate the [Checked Out] is disabled.
  29. Click [Launch Scheduling Calendar].
  30. Validate the appointment for "Client A" has been checked out.
  31. Click [Dismiss].
Scenario 2: 'Coming In Today' widget - Validate the 'Staff Calendars' tab
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • The logged in user must have an associated practitioner (Practitioner A).
  • "Practitioner A" must have hours defined for more than one site (Site A and Site B).
  • User must have the 'Coming In Today' and 'My Calendar' widgets configured to a view.
Steps
  1. Access the 'Scheduling Calendar'.
  2. Select "Site A" from the 'Site' field.
  3. Select "Practitioner A" from the 'Staff members' field.
  4. Right click on an open time slot.
  5. Click [Add Appointment].
  6. Validate the 'Scheduling Calendar - Appointment Details' form launches.
  7. Select "Client A" in the 'Client' field.
  8. Enter the desired value in the 'Service Code' field.
  9. Click [Submit].
  10. Validate the appointment for "Client A" displays.
  11. Select "Site B" from the 'Site' field.
  12. Select "Practitioner A" from the 'Staff members' field.
  13. Right click on an open time slot.
  14. Click [Add Appointment].
  15. Validate the 'Scheduling Calendar - Appointment Details' form launches.
  16. Enter a staff service code in the 'Service Code' field.
  17. Select any value in the 'Location' field.
  18. Select any value in the 'Program' field.
  19. Click [Submit].
  20. Validate the staff appointment displays.
  21. Click [Dismiss].
  22. Navigate to the 'Coming In Today' widget.
  23. Refresh the widget.
  24. Click [Staff Calendars].
  25. Click [Individual].
  26. Select "Practitioner A".
  27. Validate both of the appointments display.
  28. Click through the different views and validate the appointments display as expected.
  29. Click [Site].
  30. Select "Site A".
  31. Validate the client appointment from the previous steps displays.
  32. Select "Site B".
  33. Validate the staff appointment from the previous steps displays.
  34. Navigate to the 'My Calendar' widget.
  35. Refresh the widget.
  36. Validate both appointments display.
Scenario 3: 'Coming in Today' widget - processing
Specific Setup:
  • The user (User A) must have an associated practitioner (Practitioner A).
  • "Practitioner A" must have hours defined for more than one site (Site A and Site B).
  • "Practitioner A" must have many appointments scheduled for the current day.
  • "User A" must have the 'My Calendar' widget configured to their myDay view.
  • "User A" must have additional views associated to their myDay view.
Steps
  1. Login as "User A"
  2. Navigate to the 'Coming In Today' widget.
  3. Validate the appointments display in a timely manner.
  4. Select "Site A" in the 'Site' field.
  5. Validate the appointments display in a timely manner.
  6. Navigate to a different view and then back to myDay.
  7. Validate the appointments display in a timely manner.
  8. Select "Site B" in the 'Site' field.
  9. Validate the appointments display in a timely manner.
  10. Navigate to a different view and then back to myDay.
  11. Validate the appointments display in a timely manner.
  12. Select "All Sites" in the 'Site' field.
  13. Validate the appointments display in a timely manner.
  14. Click [Staff Calendars].
  15. Click [Individual].
  16. Select "Practitioner A".
  17. Validate the appointments display in a timely manner.
  18. Click through the different views and validate the appointments display as expected.
Topics
• 'Coming In Today' widget • NX • Scheduling Calendar • Widgets
AV-87775 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 undocked.
  2. Validate the form opens and displays as expected.
  3. Select the 'Print ZIP Code Table' item.
  4. Click [Print ZIP Code Table].
  5. Validate the report opens in a new window.
  6. Access the 'Client Ledger' form undocked.
  7. Validate the form opens and displays as expected.
  8. Enter and select "Client A" in the 'Client ID' field.
  9. Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
  10. Select "Crystal" in the 'Ledger Type' field.
  11. Click [Process].
  12. Validate the report opens in a new window.
  13. Close the main NX window.
  14. Validate all reports close.
Scenario 3: '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 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 • Report Viewer • Scheduling Calendar