Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
Document Routing Setup (PM)
Individual Progress Note
Scenario 1: Document Routing - Default From Last Filing
Specific Setup:
There must be two users with associated practitioners defined (User A and User B).
"User A" must be logged in and have "User B" selected as the 'Default Supervisor' in 'User Definition'.
"User B" must be a 'Supervisor' and be a 'Final Approver' in 'User Definition'.
A client must be enrolled in an existing episode (Client A).
"User B" must have 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).
Both users must have the 'My To Do's' widget configured to their myDay view.
Steps
Access the 'Document Routing Setup' form.
Select "Avatar CWS" from the 'Application' field.
Click [Select Form].
Select "Individual Progress Note" from 'Select Form' field.
Click [OK].
Select "Yes" from the 'Enable Document Routing' field.
Select the desired value from the 'Void Reason Code' field.
Select "No" from the 'Create Document Only' field.
Select "Yes" from the 'Skip Display of Document Image' field.
Select "Yes" from the 'Approver Required' field.
Select "Yes" from the 'Allow Comments During Approval' field.
Select "Default From Last Filing" from the 'Approver List Defaults' field.
Select "Yes" from the 'Require Final Approver' field.
Select "No" from the 'Allow Transcriber' field.
Select "Yes" from the 'Allow Notifications When Final' field.
Select "Default From Last Filing" from the 'Notification List Defaults' field.
Click [File].
Close the form.
Select "Client A" and access the 'Individual Progress Note' form.
Populate all required and desired fields.
Select "Final" from the 'Draft/Final' field.
Click [Submit Note].
Validate a 'Route Document to' dialog displays.
Validate "User B" is populated for the 'Supervisor'.
Search for and select the practitioner associated with "User A" in the 'Add Approver' field and click [Add].
Validate the 'Submit' button is disabled.
Select "User B" as the "Final Approver" and select to "Notify".
Validate the 'Submit' button is enabled and click [Submit].
Validate a 'Progress Notes' dialog stating: "Note Filed." and click [OK].
Close the form.
Select "Client A" and access the 'Individual Progress Note' form.
Populate all required and desired fields.
Select "Final" from the 'Draft/Final' field.
Click [Submit Note].
Validate a 'Route Document to' dialog displays.
Validate staff selected in the previous steps are defaulted in but the 'Submit' button is disabled.
Select "User B" as the "Final Approver".
Validate the 'Submit' button is enabled and click [Submit].
Validate a 'Progress Notes' dialog stating: "Note Filed." and click [OK].
Close the form.
Navigate to the 'My To Do's' widget.
Open the To Do's.
Validate there are documents to sign for "Client A".
Click [Review] on the most recent entry.
Validate the note displays as expected and states: "Electronically Signed by: "User A" Staff"
Click [Accept] and [Sign].
Validate the To Do no longer displays.
Log out.
Login as "User B" and navigate to the 'My To Do's' widget.
Open the To Do's.
Validate the document to sign for "Client A" displays and click [Review].
Validate the note displays as expected and states: "Electronically Signed by: "User A" Staff"
Validate the note displays as expected and states: "Electronically Signed by: "User B" Final Approver"
Click [Accept] and [Sign].
Validate the To Do no longer displays.
Close the To Do's.
Select "Client A" and navigate to the 'All Documents' view.
Select 'All Forms'.
Validate the progress note from the previous steps displays and select it.
Validate the note displays as expected in the 'Console Widget Viewer'.
Topics
• "My To Do's" widget• All Documents Widget• Document Routing• NX
