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Avatar NX Update 2023.07.00 Acceptance Tests

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AV-73253 Summary | Details
Avatar NX - Remittance Posting
Internal Test Only
Topics
n/a
AV-82000 Summary | Details
Avatar NX - Dialogs
Scenario 1: Basic Troubleshooting - Validate Test Dynamic Forms
Specific Setup:
  • The user must have access to the 'Basic Troubleshooting' form.
Steps
  1. Access the 'Basic Troubleshooting' form.
  2. Validate the form displays as expected.
  3. Click [Test Dynamic Forms].
  4. Validate a dialog displays as expected and the text does not overlap the 'OK' button.
  5. Click [OK].
  6. Close the form.
Topics
• NX
AV-82445 Summary | Details
Avatar NX - 'Console Widget Viewer'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Console Widget Viewer
  • Diagnosis
Scenario 1: 'All Documents' widget - Validate 'Diagnosis' records
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • "Client A" has an existing diagnosis record on file (Diagnosis A).
  • "Client A" has an Admission record on file (Admission A)
  • A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view).
  • The 'Diagnosis' and 'Admission' forms must be configured to the 'All Forms' tab of the 'All Documents' widget.
Steps
  1. Select "Client A" and access the 'Diagnosis' form.
  2. Select "Admission" in the 'Type Of Diagnosis' field.
  3. Enter the desired time in the 'Time Of Diagnosis' field.
  4. Click [New Row].
  5. Select the desired value in the 'Diagnosis Search' field, this will be "Diagnosis B".
  6. Select the desired practitioner in the 'Diagnosing Practitioner' field.
  7. Click [Submit].
  8. Select "Client A" and navigate to the 'All Documents' view.
  9. Select 'All Forms'.
  10. Validate "Admission A", "Diagnosis A", and "Diagnosis B" display.
  11. Select "Diagnosis A" and validate it displays in the 'Console Widget Viewer'.
  12. Select "Admission A" and validate it displays in the 'Console Widget Viewer'.
  13. Select "Diagnosis B" and validate it displays in the 'Console Widget Viewer' and is not combined with "Diagnosis A".
Topics
• All Documents Widget • Diagnosis • NX
AV-83100 Summary | Details
Avatar NX - Dental Chart
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dental Assessment
  • Review To Do Item
Scenario 1: Dental Assessment - Validate image selection in the 'Dental Chart'
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • The logged in user must have a staff member associated (Staff A).
  • "Staff A" must have the 'My To Do's' widget configured on their myDay view.
Steps
  1. Select "Client A" and access the 'Dental Assessment' form.
  2. Click [Add] if present.
  3. Select "Draft" from the 'Exam Status' field.
  4. Enter the desired date in the 'Exam Date' field.
  5. Select the desired value from the 'Exam Type' field.
  6. Select the desired value in the 'Condition of Gingiva' field.
  7. Select the desired value in the 'Care of Mouth' field.
  8. Select the desired value in the 'Occlusion' field.
  9. Populate all desired and required fields.
  10. Click [Launch Dental Chart Entry/Review].
  11. Validate the 'Dental Chart' opens and displays with images.
  12. Validate the current date displays in the 'Date' field.
  13. Select the desired value from the 'Type' field.
  14. Select the desired tooth from the chart.
  15. Validate the value displays in the 'Tooth Number' field.
  16. Hover over the same tooth and validate an image displays.
  17. Select the desired value from the image.
  18. Validate the selected value displays in the 'Tooth Surface' field.
  19. Select the desired value from the 'Treatment Type' field.
  20. Select the desired value(s) from the 'Tooth Status' field.
  21. Enter the desired value in the 'Treatment Notes' field and click [OK].
  22. Click [Save] and [Submit].
  23. Select "Client A" and access the 'Dental Assessment' form.
  24. Select the entry from the previous steps and click [Edit].
  25. Validate the data displays as expected.
  26. Click [Launch Dental Chart Entry/Review].
  27. Validate the data entered in the previous steps displays as expected.
  28. Click [New Row].
  29. Select the desired value from the 'Type' field.
  30. Enter the current date in the 'Date' field and press the 'Enter' key.
  31. Hover over a tooth and validate an image displays.
  32. Select a surface from the image.
  33. Validate the 'Tooth Number' and 'Tooth Surface' display the correct values.
  34. Select a different tooth from the chart.
  35. Validate the 'Tooth Number' field updates accordingly and the 'Tooth Surface' field is cleared.
  36. Populate all required or desired fields.
  37. Click [Save] and [Submit].
  38. Select "Client A" and access the 'Dental Assessment' form.
  39. Select the entry from the previous steps and click [Edit].
  40. Validate the data displays as expected.
  41. Click [Launch Dental Chart Entry/Review].
  42. Validate the data entered in the previous steps displays as expected.
  43. Click [Save].
  44. Enter and select "Staff A" from the 'Notification' field.
  45. Select "Final" from the 'Exam Status' field.
  46. Validate a dialog stating "Once set to final, the data will be view only." and click [OK].
  47. Click [Submit].
  48. Navigate to the 'My To Do's' widget.
  49. Validate a to do displays for "Client A".
  50. Click [Review To Do Item].
  51. Validate the 'Review To Do Item' form displays for "Client A".
  52. Select "Reviewed" from the 'Set To Do Item to Reviewed' field.
  53. Click [Submit].
  54. Validate the To Do no longer displays in the list.
  55. Close the widget.
Topics
• "My To Do's" widget • Dental Assessment • NX
AV-84444 Summary | Details
Scheduling Calendar - Accessing Forms with Quick Links
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Diagnosis
  • Individual Progress Note
  • Vitals Entry
Scenario 1: 'My Calendar' Widget - File Progress Notes
Specific Setup:
  • At least 2 clients must be enrolled in an active episode with appointments scheduled (Client A and Client B).
  • User must have the 'My Calendar' widget configured on their myDay view or any associated view.
  • User must have Progress Note forms configured in the 'Appointment Scheduling' tab ('Select Forms') of 'User Definition (User A).
  • "User A" must be associated with a practitioner and have appointments scheduled with "Client A" and "Client B".
  • Must have "Skip Password Entry" enabled in the 'Document Routing Setup' form for the 'Progress Notes (Group and Individual)' form.
Steps
  1. Navigate to the 'My Calendar' widget.
  2. In the 'My Calendar' widget click between the "Month", "Week" and "Day" views and validate they display as expected.
  3. In the 'My Calendar' widget' select the desired value in the 'Time-Slot Duration' field.
  4. Validate the 'My Calendar' widget displays the appropriate view as expected.
  5. Right click on the appointment for "Client A" in 'My Calendar' widget.
  6. Click [Progress Notes (Group and Individual)].
  7. Select any value in the 'Note Type' field.
  8. Populate all required and desired fields.
  9. Click [Submit Note] and [Sign].
  10. Validate a 'Progress Notes' dialog stating "Note filed."
  11. Click [OK].
  12. Navigate to the 'My Calendar' widget.
  13. Validate there is an F icon next to "Client A".
  14. Right click on the appointment for "Client B" in 'My Calendar' widget.
  15. Click [Progress Notes (Group and Individual)].
  16. Select any value in the 'Note Type' field.
  17. Populate all required and desired fields.
  18. Click [Submit Note] and [Sign].
  19. Validate a 'Progress Notes' dialog stating "Note filed."
  20. Click [OK].
  21. Navigate to the 'My Calendar' widget.
  22. Validate there is an F icon next to "Client B".
Scenario 2: Scheduling Calendar - validate quick links within a form
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • "Client A" has an appointment scheduled for the current day (Appointment A).
  • The logged in user must have 'Individual Progress Note' configured in the 'Appointment Scheduling' tab ('Select Forms') of 'User Definition.
  • A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view).
  • A user modeled form must be defined (Form A).
  • The following quick links must be assigned to the 'Individual Progress Note' form using 'Form Designer':
  • Form A
  • Diagnosis
  • Vitals Entry
  • All the listed forms must be added to the 'All Forms' tab of the 'All Documents' widget using the 'All Documents Widget Definition' form.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Validate "Appointment A" displays for current day.
  3. Right click on "Appointment A" and select 'Individual Progress Note'.
  4. Validate 'Individual Progress Note' launches and displays the expected data for "Client A".
  5. Select the 'Form A' quick link.
  6. Validate "Form A" displays as expected.
  7. Populate all required or desired fields.
  8. Click [Submit].
  9. Validate the 'Individual Progress Note' form remains open.
  10. Click [Discard] and [Dismiss].
  11. Select 'Client A' and navigate to the 'All Documents' view.
  12. Click 'All Forms'.
  13. Validate a record displays for "Form A".
  14. Select the entry and validate the data displays as expected in the 'Console Widget Viewer'.
  15. Access the 'Scheduling Calendar' form.
  16. Right click on "Appointment A" and select 'Individual Progress Note'.
  17. Select the 'Vitals Entry' quick link.
  18. Validate the 'Vitals Entry' form displays as expected.
  19. Populate all required and desired fields.
  20. Click [Submit] and [No].
  21. Validate the 'Individual Progress Notes' form remains open.
  22. Select the 'Diagnosis' quick link.
  23. Validate the 'Diagnosis' form displays as expected.
  24. Populate all required or desired fields.
  25. Click [Submit] and [Yes].
  26. Validate the 'Individual Progress Notes' remains open.
  27. Select the 'Diagnosis' quick link.
  28. Select and edit the record from the previous steps.
  29. Click [Submit] and [No].
  30. Validate the 'Individual Progress Note' form remains open.
  31. Click [Discard] and [Dismiss].
  32. Select 'Client A' and navigate to the 'All Documents' view.
  33. Click 'All Forms'.
  34. Validate records display for the 'Vitals Entry' and 'Diagnosis' forms.
  35. Select each of the records and validate they display as expected in the 'Console Widget Viewer'.
Topics
• All Documents Widget • Diagnosis • NX • Progress Notes • Scheduling Calendar • Vitals Entry
AV-84671 Summary | Details
Avatar NX - Spreadsheet Edit Service Information
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Spreadsheet Edit Service Information
Scenario 1: Site Registration - Add a site with hours of operation
Specific Setup:
  • 'Site Registration' form must be accessible.
Steps
  1. Access the 'Site Registration' form.
  2. Enter any value in the 'Select Site' field (Site A).
  3. Click [New Site].
  4. Validate a 'Site' dialog stating: "Auto Assign Next ID Number?"
  5. Click [Yes].
  6. Validate the 'Site Registration' form is displayed with a form header containing: 'NEW SITE (ID#)'.
  7. Validate the 'Site Name' field contains "Site A".
  8. Enter the desired date in the 'Site Registration Date' field.
  9. Populate all other required and desired fields.
  10. Click [Submit].
  11. Access the 'Site Registration' form.
  12. Search for and select "Site A" in the 'Select Site' dialog.
  13. Validate the 'Site Registration' form is displayed with all previously filed data.
  14. Validate the form header is displayed containing the value filed in the 'Site Name' field with the Site ID#.
  15. Click the 'Hours Effective Date' column header.
  16. Validate column sorting happens as expected.
  17. Click [Close/Cancel].
  18. Click [Discard] and [Yes].
Scenario 2: Spreadsheet Edit Service Information - validate sorting functionality
Specific Setup:
  • Multiple clients must be defined with services filed.
Steps
  1. Access ‘Spreadsheet Edit Service Information’ form.
  2. Enter desired date in ‘Begin Date of Service’.
  3. Enter desired date in ‘End Date of Service’.
  4. Select the desired values for the remaining required fields.
  5. Click [Edit Service Information Button].
  6. Validate ‘Spreadsheet Edit Service Information’ page slides in with all data as expected.
  7. Click on ‘Client’ column header.
  8. Validate the clients are sorted alphabetically by last name.
  9. Close the form.
Topics
• Edit Service Information • NX • Site Registration
AV-85739 Summary | Details
Avatar NX - Login
Scenario 1: Avatar NX - Views configured with associated views and workflow items
Specific Setup:
  • Must have a user defined with many associated views (User A).
  • "User A's" 'myDay' view must have an associated view that contains CC Inbox POV (View A).
  • "User A's" 'myDay' view must have an associated view that contains Medical Note POV and the 'My To-Do's' widget (View B).
  • "User A's" 'myDay' view must have several associated views that do not contain POV's (View C).
  • "View C" must have a workflow item that contains a POV (Item A) and a workflow item that does not contain a POV (Item B).
  • "User A's" 'myDay' view must have an associated view that contains the 'Client Acuity', 'Client's Care Team', and 'Rule Based Routing' widgets (View D).
  • Document routing must be enabled for the 'Progress Notes (Group & Individual)' form.
  • At least one client based SQL widget must be added to the 'Progress Notes (Group and Individual)' form using 'Form Designer' (Widget A).
  • A client must be admitted to an existing episode and have data filed corresponding to 'Widget A' (Client A).
  • "Client A" must have a 'Review To Do Item' routed to "User A".
Steps
  1. Log in as "User A".
  2. Validate the myDay view and associated views load in a timely manner.
  3. Select "Client A" and select "View A".
  4. Validate the view opens and displays as expected.
  5. Select "View B".
  6. Validate the view opens and displays as expected.
  7. Open the 'My To-Do's' widget.
  8. Click [Review To Do Item].
  9. Validate the form displays as expected.
  10. Click [Discard].
  11. Validate user is taken back to the 'My To-Do's'.
  12. Switch between "View A" and "View B" a dozen times and then select the 'View Menu'.
  13. Validate the 'View Menu' opens and displays as expected.
  14. Close the 'View Menu'.
  15. Select "View C".
  16. Validate the view opens and displays as expected.
  17. Select "Item A" and validate the workflow item opens and displays as expected.
  18. Select "Item B" and validate the workflow item opens and displays as expected.
  19. Continue selecting the desired views and workflow items and validate they open and display as expected.
  20. Access the 'Progress Notes' (Group and Individual)' form.
  21. Validate "Widget A" displays as expected.
  22. Select "View A".
  23. Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
  24. Scroll down and validate the form tab is anchored to the top of the page.
  25. Select the form tab.
  26. Validate the 'Progress Notes (Group and Individual)' form and "Widget A" display as expected.
  27. Select "View C".
  28. Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
  29. Scroll down and validate the form tab is anchored to the top of the page.
  30. Select the form tab.
  31. Validate the 'Progress Notes (Group and Individual)' form and "Widget A" display as expected.
  32. Select "View D".
  33. Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
  34. Scroll down and validate the form tab is anchored to the top of the page.
  35. Access the 'Diagnosis' form.
  36. Click [Add].
  37. Validate the 'Diagnosis' form opens and displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
  38. Select the 'Progress Notes (Group and Individual)' form tab.
  39. Validate the 'Progress Notes (Group and Individual)' form and "Widget A" display as expected.
  40. Select "myDay".
  41. Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
  42. Scroll down and validate the form tab is anchored to the top of the page.
  43. Select the 'Progress Notes (Group and Individual)' form tab.
  44. Validate the 'Progress Notes (Group and Individual)' form and "Widget A" display as expected.
  45. Populate the desired and required fields.
  46. Select "Final" in the 'Draft/Final' field.
  47. Click [Submit Note].
  48. Validate a 'Confirm Document' dialog containing the note and click [Sign].
  49. Enter the password of the logged in user and click [Verify].
  50. Validate a 'Progress Notes' dialog stating "Note filed." and click [OK].
  51. Close the form.
  52. Select the 'Diagnosis' form tab.
  53. Validate the 'Diagnosis' form displays as expected.
  54. Close the form.
  55. Validate the user is taken back to the "myDay" view.
  56. Access the desired form.
  57. Validate the form displays as expected.
  58. Continue opening and closing the desired forms.
  59. Validate they display and close as expected.
Topics
• "My To Do's" widget • NX • Progress Notes (Group And Individual) • Widgets
AV-86312 Summary | Details
OE NX - Order Entry Console - Variable Dose
Scenario 1: OE NX - Orders This Episode - Reason/Reason Text for Pharmacy-type orders - New Order, Copy, and Modify
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Enable Variable Dose Support in the OE Console (Orders This Episode)' registry setting must be set to "N".
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Orders "continue" when copied from disch. Ep. to new Ep. (ext. pharmacy mode)' registry setting must be set to "N"
  • Log out of the application and log back in after completing the above configuration
  • Must have two 'Reason Codes' defined in the 'Dictionary Update' form for Order Entry Tabled Files '(504)Reason Code Setup' with the 'Require Reason Text With This Reason Code' extended attribute off of 'Reason Code Setup' is set to "Yes" for "Reason Code A" and is set to "No" for "Reason Code B".
  • An order code must be configured with multiple 'Standard/Preferred Reason Codes' that are more than 20 characters via the 'Order Code Setup' form. (Acetaminophen)
  • 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 "ACETAMINOPHEN 160 MG TABLET, CHEWABLE ORAL" in the 'New Order' field.
  3. Validate there is no "+" symbol next to the 'Dose' field.
  4. Set the 'Dose' field to "1".
  5. Select "Tablet" in the 'Dose Unit' field.
  6. Select "As Needed" in the 'Freq:' field.
  7. Select "Reason Code B" in the 'Reason' field.
  8. Validate that the 'Reason Text' field is enabled and not required.
  9. Select "Reason Code A" in the 'Reason' field.
  10. Validate that the 'Reason Text' field is enabled and required.
  11. Set the 'Reason Text' field to "Test".
  12. Set the 'Duration' field to "5" and click [Days].
  13. Click [Add to Scratchpad] and [Sign].
  14. Validate the 'Order grid' contains an order for "ACETAMINOPHEN 160 MG ORAL TABLET, CHEWABLE" with "Reason: Reason Code A -- Test".
  15. Select the order and click [Copy].
  16. Validate that a 'Start Date' message contains: "Do you want the new order to default to START AFTER the original orders end? (The alternative is to have the new order default to start now.)"
  17. Click [Yes].
  18. Validate the 'Reason' field contains "Reason Code A".
  19. Validate that the 'Reason Text' field is required and contains "Test"
  20. Click [Add to Scratchpad] and [Sign].
  21. Validate that the 'Interactions' dialog is displayed.
  22. Override all interactions and click [Save Override and Exit].
  23. Validate the 'Order grid' contains two orders for "ACETAMINOPHEN 160 MG ORAL TABLET, CHEWABLE" with "Reason: Reason Code A -- Test".
  24. Select the new order and click [Modify].
  25. Validate the 'Reason' field contains "Reason Code A".
  26. Validate that the 'Reason Text' field is required and contains "Test"
  27. Click [Add to Scratchpad] and [Sign].
  28. Validate that the 'Interactions' dialog is displayed.
  29. Override all interactions and click [Save Override and Exit].
  30. Validate the 'Order grid' contains two orders for "ACETAMINOPHEN 160 MG ORAL TABLET, CHEWABLE" with "Reason: Reason Code A -- Test".
Topics
• NX • Order Entry Console
AV-86839 Summary | Details
Avatar NX - Scheduling Calendar
Scenario 1: Scheduling Calendar - Drag and drop appointments
Specific Setup:
  • A client must be enrolled in an existing episode and have an appointment scheduled (Client A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Validate the 'Appointment Grid' contains the appointment for "Client A".
  3. Select the appointment for "Client A" and drag and drop it to any other available time.
  4. Validate the appointment moves in five minute intervals.
  5. Validate the 'Appointment Grid' contains the appointment for "Client A" in the new time slot.
  6. Increase the zoom to "20".
  7. Select the appointment for "Client A" and drag and drop it to any other available time.
  8. Validate the appointment moves in five minute intervals.
  9. Validate the 'Appointment Grid' contains the appointment for "Client A" in the new time slot.
  10. Increase the zoom to "15".
  11. Select the appointment for "Client A" and drag and drop it to any other available time.
  12. Validate the appointment moves in five minute intervals.
  13. Validate the 'Appointment Grid' contains the appointment for "Client A" in the new time slot.
  14. Increase the zoom to "10".
  15. Select the appointment for "Client A" and drag and drop it to any other available time.
  16. Validate the appointment moves in five minute intervals.
  17. Validate the 'Appointment Grid' contains the appointment for "Client A" in the new time slot.
  18. Increase the zoom to "5".
  19. Select the appointment for "Client A" and drag and drop it to any other available time.
  20. Validate the appointment moves in five minute intervals.
  21. Validate the 'Appointment Grid' contains the appointment for "Client A" in the new time slot.
  22. Select the appointment for "Client A" and resize it, extending the duration of the appointment.
  23. Validate the 'Appointment Grid' contains the appointment for "Client A" with the new duration.
  24. Click [Dismiss].
Scenario 2: Scheduling Calendar - Validate display of appointments with various durations
Specific Setup:
  • Multiple clients must be enrolled in episodes (Client A & Client B).
  • "Client A" has a 15 minute appointment scheduled for the current day at 9:00am (Appointment A).
  • "Client B" has a 15 minute appointment scheduled for the current day at 9:15am (Appointment B).
  • The 'Scheduling Calendar' must be accessible for the logged in user.
Steps
  1. Access the 'Scheduling Calendar'.
  2. Validate the appointments display as expected without overlapping.
  3. Check various 'zoom' levels 30, 20, 15, 10 and 5.
  4. Validate the appointments display as expected.
  5. Please note: for appointments with a 10 minute duration, a zoom level of 20 or smaller is recommended.
  6. Please note: for appointments with a 5 minute duration, a zoom level of 10 or smaller is recommended.
Topics
• Add New Appointment • NX • Scheduling Calendar
AV-86913 Summary | Details
Avatar NX - Treatment Plan
Scenario 1: Treatment Plan - dragging and dropping library items
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • User must have Treatment Plan library that contains problems, goals, objectives, and interventions.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Select the desired episode if present.
  3. Enter the desired date in the 'Plan Date' field.
  4. Select the desired value for the 'Plan Type' field.
  5. Populate any required and desired fields.
  6. Select "Draft" in the 'Treatment Plan Status' field.
  7. Click [Launch Plan].
  8. Validate a scroll bar displays along the library pane.
  9. Resize the library pane and validate the scrollbar displays as expected.
  10. Select a problem from the library and drag it to the 'Treatment Plan' field.
  11. Enter the desired value in the 'Date Due' field.
  12. Populate all required fields.
  13. Select a goal from the library and drag it to the 'Treatment Plan' field.
  14. Enter the desired value in the 'Date Due' field.
  15. Populate all required fields.
  16. Select an objective from the library and drag it to the 'Treatment Plan' field.
  17. Enter the desired value in the 'Date Due' field.
  18. Populate all required fields.
  19. Select an intervention from the library and drag it to the 'Treatment Plan' field.
  20. Enter the desired value in the 'Date Due' field.
  21. Populate all required fields.
  22. Click [Return to Plan].
  23. Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK].
  24. Click [Submit].
  25. Select "Client A" and access the 'Treatment Plan' form.
  26. Select the entry from the previous steps and click [Edit].
  27. Validate the data filed in the previous steps is present.
  28. Click [Launch Plan].
  29. Validate the library pane is the same size as before.
  30. Select the problem from the previous steps.
  31. Validate the 'Date Due' field contains the value entered in the previous steps.
  32. Select the goal from the previous steps.
  33. Validate the 'Date Due' field contains the value entered in the previous steps.
  34. Continue selecting the objective and intervention from the previous steps and validate the 'Date Due' field contains the previously entered values.
  35. Select an intervention from the library and drag it to the 'Treatment Plan' field.
  36. Populate all required fields.
  37. Select the initial intervention and click [Delete Selected Item].
  38. Validate a 'Success' dialog stating: "Deleted 1 item successfully." and click [OK].
  39. Validate the 'Treatment Plan' field contains the newly added intervention.
  40. Collapse the library pane.
  41. Click [Return to Plan].
  42. Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK].
  43. Click [Submit].
  44. Select "Client A" and access the 'Treatment Plan' form.
  45. Select the entry from the previous steps and click [Edit].
  46. Validate the data filed in the previous steps is present.
  47. Click [Launch Plan].
  48. Validate the library pane is collapsed.
  49. Click [Return to Plan].
  50. Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK].
  51. Click [Submit].
Topics
• NX • Treatment Plan
AV-87177 Summary | Details
Progress Notes (Group and Individual) - 'Open to 'Group Default Notes' Section' registry setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
  • Registry Settings (PM)
Scenario 1: Registry Setting - Open to 'Group Default Notes' Section
Steps
  1. Access the 'Registry Settings' form.
  2. Disable the registry setting 'Open To 'Group Default Notes' Section' by setting it to "N".
  3. Access the 'Progress Notes (Group and Individual)' form.
  4. Validate the form opens to the "Individual Progress Notes" section.
  5. Close the form.
  6. Access the 'Registry Settings' form.
  7. Enable the registry setting 'Open To 'Group Default Notes' Section' by setting it to "Y".
  8. Access the 'Progress Notes (Group and Individual)' form.
  9. Validate the form opens to the "Group Default Notes" section.
  10. Close the form.
Topics
• NX • Progress Notes • Registry Settings
AV-87265 Summary | Details
Avatar NX - Multi-Select Order Field Types
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Site Specific Section Modeling (CWS)
  • Form Designer (MSO)
  • MSO Case Default
Scenario 1: Avatar NX - Multiple Response Search (MRS) field
Specific Setup:
  • A form must exist (Form A) containing an unlocked 'Multiple Response Dictionary' (Field A).
  • The logged in user must have access to the 'Site Specific Section Modeling' form.
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access "Form A".
  2. Validate "Field A" displays as a checklist.
  3. Select the desired values from "Field A".
  4. Populate any desired and required fields.
  5. Click [Submit].
  6. Access the 'Site Specific Section Modeling' form.
  7. Select "Form A" from the 'Site Specific Section' field.
  8. Click [OK].
  9. Select 'Prompt Definition'.
  10. Select "Field A"
  11. Click [Edit Selected Item].
  12. Select "Yes" in the 'Lock Dictionary Values' field.
  13. Click [Submit].
  14. Refresh the forms.
  15. Select "Client A" and access "Form A".
  16. Select the entry from the previous steps and click [Edit].
  17. Validate the 'Current Order' field contains values.
  18. Click [Display Values for Current Entries].
  19. Validate a 'Currently selected values' field contains the values selected in the previous steps.
  20. Click [OK].
  21. Enter the desired value in "Field A".
  22. Click [Process Search].
  23. Select the desired value from the 'Search Results' field.
  24. Validate the 'Current Order' field contains the newly selected value.
  25. Click [Display Values for Current Entries].
  26. Validate a 'Currently selected values' field contains the values selected in the previous steps.
  27. Click [OK].
  28. Click [Clear Entries].
  29. Validate a dialog stating: "Clear "All" or "Select" entries?"
  30. Click [Select].
  31. Select the desired value and click [OK].
  32. Validate the 'Current Order' field updates as expected.
  33. Click [Clear Entries].
  34. Validate a dialog stating: "Clear "All" or "Select" entries?"
  35. Click [All].
  36. Validate a dialog stating: "Are you sure?" and click [Yes].
  37. Validate the 'Current Order' field clears.
  38. Enter the desired value in "Field A".
  39. Click [Process Search].
  40. Select the desired value from the 'Search Results' field.
  41. Validate the 'Current Order' field contains the newly selected value.
  42. Click [Submit].
  43. Select "Client A" and access "Form A".
  44. Select the entry from the previous steps and click [Edit].
  45. Validate the 'Current Order' field contains the value selected in the previous steps.
  46. Close the form.
Scenario 2: Avatar NX - Multiple Response with Order Preservation field
Specific Setup:
  • User must have access to the 'MSO Case Default' and 'Form Designer (MSO)' forms.
  • Please note: after the 'MSO Case Default' form has been filed, the form cannot be submitted with cleared fields.
Steps
  1. Access the 'MSO Case Default' form.
  2. Select the desired value from the 'MSO Case Default Form' field.
  3. Select any value from the 'MSO Case Default Fields' field.
  4. Validate the associated value displays in the 'Current Order' field.
  5. Select another value from the 'MSO Case Default Fields' field.
  6. Validate the newly selected value displays after the initial selection in the 'Current Order' field.
  7. Click [Submit].
  8. Validate a 'File MSO Case File' dialog stating: "File Completed" and click [OK].
  9. Access 'Form Designer'.
  10. Select "MSO Case Default" from the 'Select' field.
  11. Select "MSO Case Default" form the 'Sections' field.
  12. Click [Show Section].
  13. Validate the 'MSO Case Default Fields' and 'Current Order' field are contained in the same field.
  14. Resize this field so 'MSO Case Default Fields' and the 'Current Order' field are stacked.
  15. Click [Save], [Yes], and [OK].
  16. Submit the form.
  17. Refresh the forms.
  18. Access the 'MSO Case Default' form.
  19. Validate the form displays the form designer changes and retains the values submitted in the previous steps.
  20. Click [Clear Entries].
  21. Validate an 'MSO Case Default Fields' dialog stating: "Clear "All" or "Select" entries?" Please note: 'Select' is not currently an option.
  22. Click [All].
  23. Validate a dialog stating: "Are you sure?" and click [Yes].
  24. Validate the 'Current Order' field is cleared.
  25. Select any value from the 'MSO Case Default Fields' field.
  26. Validate the associated value displays in the 'Current Order' field.
  27. Click [Submit].
  28. Validate a 'File MSO Case File' dialog stating: "File Completed" and click [OK].
  29. Access 'Form Designer'.
  30. Select "MSO Case Default" from the 'Select' field.
  31. Select "MSO Case Default" from the 'Sections' field.
  32. Select "Yes" in the 'Revert To Other Form Designer Copy?' field.
  33. Select "Original Product Copy" from the 'Select Copy to Revert to' field.
  34. Click [Submit].
  35. Refresh the forms.
  36. Access the 'MSO Case Default' form.
  37. Validate the form displays as expected and retains the value selected in the previous steps.
  38. Close the form.
Topics
• Form Designer • Modeling • NX • Site Specific Section Modeling
AV-87375 Summary | Details
Avatar NX - Dialogs
Scenario 1: Basic Troubleshooting - Validate Test Dynamic Forms
Specific Setup:
  • The user must have access to the 'Basic Troubleshooting' form.
Steps
  1. Access the 'Basic Troubleshooting' form.
  2. Validate the form displays as expected.
  3. Click [Test Dynamic Forms].
  4. Validate a dialog displays as expected and the text does not overlap the 'OK' button.
  5. Click [OK].
  6. Close the form.
Topics
• NX
AV-87970 Summary | Details
Avatar NX - Progress Notes
Scenario 1: Progress Notes (Group and Individual) - File an independent note
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • 'Progress Notes (Group and Individual)' must have document routing enabled.
  • A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view).
  • A practitioner must be associated with the logged in user (Practitioner A).
  • The logged in user must have Fluency Direct (MModal) configured.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" and the desired episode.
  3. Select "Independent Note" in the 'Progress Note For' field.
  4. Select a note type from the 'Note Type' field.
  5. Dictate any value in the 'Notes' field via Fluency Direct.
  6. Select "Final" in the 'Draft/Final' field.
  7. Validate the 'Notes' field contains the previously dictated value.
  8. Click [Submit Note]
  9. Validate the document is displayed as expected and click [Accept]
  10. Enter the password associated with the logged in user and click [Verify].
  11. Validate a 'Progress Notes' dialog stating: "Note Filed." and click [OK].
  12. Close the form.
  13. Select "Client A" and navigate to the 'All Documents' view.
  14. Select 'All Forms'.
  15. Select "Progress Notes (Group and Individual)" from the 'Form Description' field.
  16. Validate the note from the previous steps is present and select it.
  17. Validate the progress note displays as expected in the 'Console Widget Viewer'.
Topics
• NX • Progress Notes (Group And Individual)
AV-88148 Summary | Details
Episode Selection
Scenario 1: Validate results displayed in "Episode" drop down fields
Specific Setup:
  • Have two clients, [ClientA] and [ClientB] who are both active in multiple episodes
  • [TestUser] has the "My Clients" widget and a client based widget [TestWidget]. For example, the "Admission" widget
  • Have access to a client based form [FormA], that does not include a "Select Client" and "Episodes" fields with the form. For example the "Update Client Data" form. Access the for that does not include a "Select Client" and "Episodes" field within the form
  • Have access to a client based form [FormB], that does include a "Select Client" and "Episodes" fields within the form. For example the "Progress Notes (Group and Individual)" or "Client Ledger" forms
  • Logged in user has the "My Clients" widget and [TestWidget] on their home view
Steps
  1. In the "Search Clients" field on the home view, select [ClientA]
  2. Click the "Episodes" drop down list in the upper right-hand corner of the home view
  3. Validate the "Episodes" selection box displays a row for each of the clients existing episodes
  4. From the "Episodes" dropdown list on the home view, select any episode [EpisodeA]
  5. Validates [TestWidget] reflects the row of data for current selected episode
  6. Open [FormA]
  7. Either close or populate and submit the form.
  8. At the home view:
  9. Validate [ClientA] is still currently selected and highlighted in the "My Clients" widget
  10. Validate the "Episodes" dropdown list still has [EpisodeA] selected
  11. Validate [TestWidget] reflects the client's data for current selected episode
  12. From the "Episodes" dropdown list on the home view, select a different episode. [EpisodeB]
  13. Validates [TestWidget] reflects the row of data for current selected episode
  14. Open [FormA]
  15. Either close or submit the form.
  16. At the home view:
  17. Validate [ClientA] is still currently selected and highlighted in the "My Clients" widget
  18. Validate the "Episodes" dropdown list still has [EpisodeB] selected
  19. Validate [TestWidget] reflects the row of data for current selected episode
  20. In the "Search Clients" field on the home view, select [ClientB]
  21. Repeat step 2 for [ClientB]
  22. Validate results are as expected
  23. At the home view,
  24. Select either [ClientA] or [ClientB] in the "Select Client" field
  25. Click the "Episodes" drop down list and select any episode [EpisodeA]
  26. Access [FormB]
  27. Validate the "Select Client" field is populated as expected, with the client selected in step 4a
  28. Click the "Select Episode" field within the form
  29. Validate a row is displayed for each of the clients existing episodes
  30. Select any episode from the "Select Episode" field within the form
  31. Close or submit the form
  32. Back at the home view
  33. Validate the "Episodes" drop down list still reflects the episode chosen in step 4a, as expected
Topics
• Client Information • Forms
AV-88178 Summary | Details
Avatar NX - IMO Codes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar NX Report Viewer
  • Problem List
  • Registry Settings (CWS)
Scenario 1: Diagnosis - Add new / Add to Problem List
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • A practitioner must be defined (Practitioner A).
  • Registry Setting 'Avatar PM->Client Information->Diagnosis->->->"Default 'Add To Problem List' to "Yes" on New Diagnosis" is set to "Y".
Steps
  1. Select "Client A" and access the 'Diagnosis' form.
  2. Click [Add] if present.
  3. Select any value for the 'Type of Diagnosis' field.
  4. Enter the desired values for the 'Date of Diagnosis' and 'Time of Diagnosis' fields.
  5. Click [New Row].
  6. Enter and select the desired value in the 'Diagnosis Search' field.
  7. Select "Practitioner A" in the 'Diagnosing Practitioner' field.
  8. Populate any desired and required fields.
  9. Validate "Yes" in the 'Add to Problem List' field.
  10. Submit the form.
  11. Select "Client A" and access the 'Problem List' form.
  12. Click [Enter Problems].
  13. Validate the new active diagnosis is included and the IMO code does not display.
  14. Click [View - DSM/IDC Code].
  15. Validate a dialog that opens with the DSM/IDC code data for the problem.
  16. Close out of the dialog.
  17. Click [View - System Notes].
  18. Validate the dialog displays the user information for the problem.
  19. Close out of the dialog.
  20. Click [Close/Cancel].
  21. Close the form.
Scenario 2: Problem List - add/view problems when the 'Enable Automatic Backup' registry setting is enabled.
Specific Setup:
  • The 'Avatar CWS->Treatment Plan ->->->->Enable Automatic Backup' registry setting must be set to "Y".
  • A Client must exist in an active episode (Client A).
Steps
  1. Select “Client A” and access the ‘Problem List’ form.
  2. Click [View/Enter Problems].
  3. Click [New Row].
  4. Select the desired value in the 'Problem' field.
  5. Validate upon selection of the new problem, the IMO code does not display.
  6. Select desired value in the 'Status' field.
  7. Click [Save].
  8. Validate a message is displayed stating: Exit Grid? All row(s) are valid.
  9. Click [Yes].
  10. Click [View/Enter Problems].
  11. Validate the problem created in the previous steps is displayed.
  12. Click [Save].
  13. Validate a message is displayed stating: Exit Grid? All row(s) are valid.
  14. Click [Yes].
  15. Click [Submit] and close the form.
  16. Select "Client A" and access the ‘Problem List’ form.
  17. Click [View/Enter Problems].
  18. Validate the problem created in the previous steps displays and does not include an IMO code.
  19. Close the form.
Topics
• Diagnosis • NX • Problem List
AV-88721 Summary | Details
Avatar NX - 'All Documents' widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All Documents Widget
  • All Documents Widget Definition
Scenario 1: 'All Documents' widget - Validate row configuration and customization
Specific Setup:
  • A Documentation View must be set up containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view).
  • Many tabs must be configured for the 'All Documents' widget using the 'All Documents Widget Definition' form.
  • Customization of Documentation View must be enabled in the 'Preferences' menu.
  • A client must be enrolled in an existing episode with many records filed, including a 'Treatment Plan' record (Client A).
Steps
  1. Select "Client A" and navigate to the 'All Documents' view.
  2. Validate 50 rows display in the 'All Documents' widget.
  3. Validate many tabs are present in the 'All Documents' widget and the widget displays as expected.
  4. Select 'All Forms'.
  5. Validate 50 rows display in the 'All Documents' widget.
  6. Select the 'Customize Toggle' to turn on customization.
  7. Resize the 'All Documents' widget to span the page.
  8. Select the 'Customize Toggle' to turn off customization.
  9. Validate many tabs are present in the 'All Documents' widget and the widget displays as expected.
  10. Navigate to the 'myDay' view and back to the 'All Documents' view.
  11. Validate the 'All Documents' widget displays as expected.
  12. Select "Treatment Plan" in the 'Form Description' field.
  13. Select the record and validate it displays as expected in the 'Console Widget Viewer'.
Topics
• All Documents Widget • NX
AV-88983 Summary | Details
OE NX - Order Entry Console - Variable Sliding Scale Insulin - Copy Order
Scenario 1: OE NX - Orders This Episode - Creating a SSI order with a variable template with 'Copy SSI Instr. into 'Directions' in OE Console (OTE in external pharmacy mode)' = "N"
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Copy SSI Instr. into 'Directions' in OE Console (OTE in external pharmacy mode)' registry setting must be set to "N".
  • Please log out of the application and log back in after completing the above configuration.
  • A Sliding Scale Insulin template must exist (Template 1) and have the following criteria.
  • 'Period 1 Column Name' = "Unit(s) Before Breakfast"
  • 'Period 1 Short Column Name' = "Unit(s) B4 B-fast"
  • 'Period 1 Active' = "Yes".
  • 'Period 2 Column Name' = "Unit(s) Before Lunch-this is a test"
  • 'Period 2 Short Column Name' is blank
  • 'Period 2 Active' = "Yes".
  • 'Period 3 Column Name' = "Unit(s) Before Dinner"
  • Period 3 Short Column Name' = "Unit(s) Before Supper"
  • 'Period 3 Active' = "Yes".
  • 'Period 4 Active' = "No".
  • A pharmacy-type order code must exist that has the 'Enable Sliding Scale Insulin Instructions' checkbox checked. (HUMALOG 100 UNITS/1 ML SOLUTION INJECTION)
  • 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 "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION" in the 'New Order' field.
  3. Click [Sliding Scale Instructions].
  4. Validate the 'Sliding Scale Insulin Instructions' dialog is displayed.
  5. Select "Template 1" and click [Save].
  6. Validate the 'Dose' and 'Dose Unit' fields are not required and disabled.
  7. Select "3 TIMES A DAY" in the 'Freq' field.
  8. Set the 'Duration' field to "28" and click [Days].
  9. Validate the 'Days Supply' field contains "28".
  10. Set the 'Dispense Qty' field to "1".
  11. Select "Unspecified" in the 'Dispense Qty Unit' field.
  12. Validate the 'Addl Instructions' field contains "If blood glucose is 0-69: 0 Unit(s) Before Breakfast, 0 Unit(s) Before Lunch-this is a test, 0 Unit(s) Before Dinner, Call 911 70-140: 0 Unit(s) Before Breakfast, 0 Unit(s) Before Lunch-this is a test, 0 Unit(s) Before Dinner, normal 141-200: 1 Unit(s) Before Breakfast, 1 Unit(s) Before Lunch-this is a test, 1 Unit(s) Before Dinner, Monitor 201-300: 2 Unit(s) Before Breakfast, 2 Unit(s) Before Lunch-this is a test, 2 Unit(s) Before Dinner, monitor and call Dr.".
  13. Validate the 'Directions' field contains "See sliding scale instructions".
  14. Click [Add to Scratchpad].
  15. Validate the 'Scratchpad' contains "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION 3 TIMES A DAY Addl Instructions: If blood glucose is 0-69: 0 Unit(s) Before Breakfast, 0 Unit(s) Before Lunch-this is a test, 0 Unit(s) Before Dinner, Call 911 70-140: 0 Unit(s) Before Breakfast, 0 Unit(s) Before Lunch-this is a test, 0 Unit(s) Before Dinner, normal 141-200: 1 Unit(s) Before Breakfast, 1 Unit(s) Before Lunch-this is a test,1 Unit(s) Before Dinner, Monitor 201-300: 2 Unit(s) Before Breakfast, 2 Unit(s) Before Lunch-this is a test, 2 Unit(s) Before Dinner, monitor and call Dr.".
  16. Click [Final Review].
  17. Validate the 'Final Review' dialog is displayed and contains the following information in the 'Order Details' cell: "HumaLOG 100 UNITS/1 ML Solution See sliding scale instructions Days Supply: 28 Number of Refills: 0 Dispense Quantity: 1 Unspecified Substitution Allowed Written Date: date the order was created".
  18. Select "eRX" in 'Output' and click [Sign].
  19. Validate the 'Order grid' contains an order for "HUMALOG 100 UNITS/1 ML INJECTION SOLUTION3 TIMES A DAY" with 'Addl Instructions' of "If blood glucose is 0-69: 0 Unit(s) Before Breakfast, 0 Unit(s) Before Lunch-this is a test, 0 Unit(s) Before Dinner, Call 911 70-140: 0 Unit(s) Before Breakfast, 0 Unit(s) Before Lunch-this is a test, 0 Unit(s) Before Dinner, normal 141-200: 1 Unit(s) Before Breakfast, 1 Unit(s) Before Lunch-this is a test, 1 Unit(s) Before Dinner, Monitor 201-300: 2 Unit(s) Before Breakfast, 2 Unit(s) Before Lunch-this is a test, 2 Unit(s) Before Dinner, monitor and call Dr."
  20. Select the order created and click [Copy].
  21. Click [Sliding Scale Instructions], validate the 'Template' dropdown does not display, and validate the appropriate information displays in the dialog.
  22. Close the dialog and click [Refresh].
  23. Select the order created and click [Modify].
  24. Click [Sliding Scale Instructions], validate the 'Template' dropdown does not display, and validate the appropriate information displays in the dialog.
Topics
• NX • Order Entry Console
AV-89010 Summary | Details
Avatar NX - Bed Management
Scenario 1: Bed Management - validate the 'Specify Gender in Bed Management' registry setting
Specific Setup:
  • The 'Specify Gender in Bed Management' registry setting must be disabled.
  • The 'Room Sex Validation' registry setting must be set to "N".
  • The 'Allow Editing Charge Codes In Bed Management' registry setting must be enabled.
  • There must be three clients admitted in inpatient episodes:
  • One is a female (Client A).
  • One is a male (Client B).
  • One has an unknown gender (Client C).
Steps
  1. Access the 'Bed Management' form.
  2. Click [Bed Management].
  3. Click [Search].
  4. Validate the 'Search' panel displays.
  5. Enter "Client A" in the 'Client' field.
  6. Click [Search].
  7. Validate the results display and double click on "Client A".
  8. Validate "Client A" is grey.
  9. Click [Close].
  10. Select "Client A" and click [Edit].
  11. Validate the 'Edit' panel displays.
  12. Validate the 'Daily Charge Code' field contains the expected service codes.
  13. Click [Cancel], [Close], and [Discard].
  14. Access the 'Registry Settings' form.
  15. Enter "Specify gender in bed" in the 'Limit Registry Settings to the Following Search Criteria' field.
  16. Select "Yes" in the 'Include Hidden Registry Settings' field.
  17. Click [View Registry Settings].
  18. Enter "Y" in the 'Registry Setting Value' field.
  19. Click [Submit].
  20. Validate a 'Registry Editor Filing' dialog and click [OK].
  21. Validate a 'Form Return' dialog and click [No].
  22. Logout.
  23. Login.
  24. Access the 'Bed Management' form.
  25. Click [Bed Management].
  26. Click [Search].
  27. Validate the 'Search' panel displays.
  28. Enter "Client A" in the 'Client' field.
  29. Click [Search].
  30. Validate the results display and double click on "Client A".
  31. Validate "Client A" is pink.
  32. Click "Search" in the bottom left corner.
  33. Enter "Client B" in the 'Client' field.
  34. Click [Search].
  35. Validate the results display and double click on "Client B".
  36. Validate "Client B" is blue.
  37. Click "Search" in the bottom left corner.
  38. Enter "Client C" in the 'Client' field.
  39. Click [Search].
  40. Validate the results display and double click on "Client C".
  41. Validate "Client C" is grey.
  42. Click [Close], [Close], and [Discard].
Scenario 2: 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. Click [Bed Management].
  3. Validate the 'Unit Search' field displays.
  4. Enter and select "Unit A" from the 'Unit' field.
  5. Validate "Unit A" flashes with a blue highlight.
  6. Expand "Unit A".
  7. Expand "Room A".
  8. Select an available bed (Bed B).
  9. Click [Reserve].
  10. Enter "Client A" in the 'Client' field and click [Search].
  11. Click "Client A".
  12. Click [Select].
  13. Select "Standard Priority" from the 'Priority' field.
  14. Click [Submit].
  15. Validate the reservation displays for "Client A".
  16. Validate "Client B" also displays in "Room A".
  17. Resize the 'Unit' tree and take note of size.
  18. Close the form.
  19. Access the 'Admission' form.
  20. Populate all required fields for "Client C".
  21. Click [Inpatient/Partial/Day Treatment].
  22. Select "Unit A" from the 'Unit' field.
  23. Select "Room A" from the 'Room' field.
  24. Select "B" from the 'Bed' field.
  25. Enter any value in the 'Room And Board Billing Code' field.
  26. Click [Submit].
  27. Access the 'Bed Management' form.
  28. Select "Unit A" in the 'Unit' field.
  29. Select "Room A" in the 'Room' field.
  30. Click [Bed Management].
  31. Validate the 'Unit' tree remains the same size.
  32. Scroll to the expanded unit and room.
  33. Validate the reservation for "Client A" displays for "Bed B".
  34. Hover over "Bed B" and validate the "Client C's" assignment also displays.
  35. Select "Bed B".
  36. Click [Switch].
  37. Validate the 'Switch' button is disabled.
  38. Select "Bed A".
  39. Validate the 'Switch' button is enabled.
  40. Click [Switch].
  41. Validate "Client C" is now in "Bed A".
  42. Validate "Bed B" contains "Client A's" reservation and "Client B's" assignment.
  43. Close the form.
Scenario 3: Bed Management - Validate the 'Room Sex Validation' registry setting
Specific Setup:
  • The 'Room Sex Validation' registry setting must be set to "N".
  • The 'Specify Gender in Bed Management' registry setting must be enabled.
  • There must be three clients:
  • A male client must be admitted in an inpatient episode (Client A).
  • A female client must be admitted in an inpatient episode (Client B).
  • A client with an unknown sex must be admitted in an inpatient episode (Client C).
  • "Client A", "Client B", and "Client C" are all admitted into the same unit and room (Room A).
  • A new room containing three beds must be created using the 'Maintain Hospital Bed File' form (Room B).
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Room sex validation" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Select "Yes" in the 'Include Hidden Registry Settings' field.
  4. Click [View Registry Settings].
  5. Enter "E" in the 'Registry Setting Value' field.
  6. Click [Submit].
  7. Validate a 'Registry Editor Filing' dialog and click [OK] and [No].
  8. Logout and back in.
  9. Access the 'Bed Management' form.
  10. Select "Unit A" in the 'Unit' field.
  11. Click [Bed Management].
  12. Expand [Room A].
  13. Validate no errors display.
  14. Select "Client A" and click [Switch].
  15. Select an open bed in "Room B" and click [Switch].
  16. Validate "Room B" is now blue and contains "Client A".
  17. Select "Client B" and click [Switch].
  18. Select an open bed in "Room B" and click [Switch].
  19. Validate a 'Bed Switch Error' dialog stating: "Client is a female but there are patients in this room that are not. Select a different room." and click [OK].
  20. Select "Client C" and click [Switch].
  21. Select an open bed in "Room B" and click [Switch].
  22. Validate a 'Bed Switch Error' dialog stating: "Client is a unknown but there are patients in this room that are not. Select a different room." and click [OK].
  23. Validate "Room B" only contains "Client A".
  24. Close the form.
  25. Access the 'Registry Settings' form.
  26. Enter "Room sex validation" in the 'Limit Registry Settings to the Following Search Criteria' field.
  27. Select "Yes" in the 'Include Hidden Registry Settings' field.
  28. Click [View Registry Settings].
  29. Enter "W" in the 'Registry Setting Value' field.
  30. Click [Submit].
  31. Validate a 'Registry Editor Filing' dialog and click [OK] and [No].
  32. Logout and back in.
  33. Access the 'Bed Management' form.
  34. Select "Unit A" in the 'Unit' field.
  35. Click [Bed Management].
  36. Expand [Room A].
  37. Validate no errors display.
  38. Select "Client B" and click [Switch].
  39. Select an open bed in "Room B" and click [Switch].
  40. Validate a 'Room Sex Validation' dialog stating: "Client is a female but there are patients in this room that are not. Do you wish to continue?" and click [OK].
  41. Validate "Room B" is no longer blue and contains "Client A" and "Client B".
  42. Close the form.
  43. Access the 'Registry Settings' form.
  44. Enter "Room sex validation" in the 'Limit Registry Settings to the Following Search Criteria' field.
  45. Select "Yes" in the 'Include Hidden Registry Settings' field.
  46. Click [View Registry Settings].
  47. Enter "N" in the 'Registry Setting Value' field.
  48. Click [Submit].
  49. Validate a 'Registry Editor Filing' dialog and click [OK] and [No].
  50. Logout and back in.
  51. Access the 'Bed Management' form.
  52. Select "Unit A" in the 'Unit' field.
  53. Click [Bed Management].
  54. Expand [Room A].
  55. Validate no errors display.
  56. Select "Client C" and click [Switch].
  57. Select an open bed in "Room B" and click [Switch].
  58. Validate "Room B" contains "Client A", "Client B", and "Client C".
  59. Close the form.
Topics
• Admission • Bed Management • Maintain Hospital Bed File • NX • Registry Settings
AV-89031 Summary | Details
Avatar NX - Clinical Document Viewer
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Document Viewer
Scenario 1: Clinical Document Viewer - Filters, Selections and Restrictions
Specific Setup:
  • Select an existing client who has multiple documents on file that have been scanned, imported or routed via document routing, scanned.
Steps
  1. Access the "Clinical Document Viewer" form.
  2. Validate the form displays in a timely manner.
  3. Validate the filters such as "Select All or Individual", "User", "Document Status", "Program", "Episode", "Document Source", "Document Origination Date Start", "Document Origination Date End" all filter in the appropriate manner.
  4. Under Form Selection, validate that you can choose the form selection by "Categories/Forms" and only those documents appear in the document list.
  5. Using the "Document Management Definition" form, identify a form as to "Exclude from Electronic Medical Record".
  6. Validate the document list doesn't include documents that are to be excluded.
  7. Using the "Document Management Definition" form, identify a form as "Do Not Print".
  8. Going back to the "Clinical Document Viewer" form, validate the forms marked as "Do Not Print" are excluded.
  9. Using "Document Management Definition" form, mark a document type as "Do not release".
  10. Going back to the "Clinical Document Viewer" form, validate the forms marked as "Do Not Release" are excluded.
Topics
• Document Routing • NX
AV-89549 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:
  • Progress Notes (Group and Individual)
  • Registry Settings (PM)
Scenario 1: User Defined Templates - Validate the 'Current Time' field
Specific Setup:
  • The'Utilize Local Workstation Time Zone' registry setting must be set to "N".
  • 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 on the HomeView.
Steps
  1. Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
  2. Select the desired value in the 'Select Episode' field.
  3. Select "Independent Note" in the 'Progress Note For' field.
  4. Select the desired value in the 'Note Type' field.
  5. In the 'Notes Field', click [Templates].
  6. Select [User Defined Templates] and [Manage Templates].
  7. Enter the desired value in the 'Template Name' field. Note: this will now be referred to as "Template A".
  8. Drag and drop the 'Current Time' field to the template from the 'Available Fields' field.
  9. Drag and drop the 'Current Date' field to the template from the 'Available Fields' field.
  10. Drag and drop any other desired fields.
  11. Click [Preview].
  12. Validate that the 'Preview' contains the cache server time for the 'Current Time' field.
  13. Close the preview.
  14. Click [Add] and [Save].
  15. Navigate to the 'User Defined Templates'.
  16. Validate that "Template A" is displayed and select it.
  17. Validate the 'Notes Field' field displays "Template A" with the cache server time for the 'Current Time'.
  18. Populate any other required and desired fields.
  19. Select "Final" in the 'Draft/Final' field.
  20. Click [File Note].
  21. Validate a message is displayed stating: Note Filed.
  22. Click [OK] and close the form.
  23. Select "Client A" and access the 'Progress Notes' widget.
  24. Validate the note filed in the previous steps is displayed.
  25. Validate the 'Notes Field' contains the contents from "Template A" and the 'Current Time' displays the cache server time.
Topics
• NX • User Defined Templates
AV-89712 Summary | Details
Avatar NX - Undocked 'All Documents' Widget
Scenario 1: Validate the 'Allow Users Access To All Forms on NX 'All Documents' Widget' registry setting
Specific Setup:
  • Please note: this scenario is for Avatar NX systems.
  • RADplus 2022 Update 97 must be installed.
  • A client must be enrolled in an existing episode and have a 'Treatment Plan' on file (Client A).
  • A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view).
  • The logged in user does not have read/write access to the 'Treatment Plan' form (User A).
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "allow users access to all" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Select the "Allow Users Access To All Forms on NX 'All Documents' Widget'" registry setting and click [OK].
  5. Enter "Y" in the 'Registry Setting Value' field.
  6. Click [Submit].
  7. Validate a 'Registry Editor Filing' dialog.
  8. Click [OK] and [No].
  9. Log out and back in as "User A".
  10. Select "Client A" and access the 'All Documents' view.
  11. Select 'All Forms'.
  12. Select "Treatment Plan" in the 'Form Description' field.
  13. Select a treatment plan and validate the plan displays in the 'Console Widget Viewer'.
  14. Validate the 'Open' and 'Open Record' buttons are disabled.
  15. Click [New Record].
  16. Select "Treatment Plan" in the 'New Record' field.
  17. Validate the 'Treatment Plan' form launches in [Read-only] mode.
  18. Select the desired episode and click [Add].
  19. Validate all fields are disabled in the 'Treatment Plan' form.
  20. Close the form.
  21. Select "Client A" and access the undocked 'All Documents' widget.
  22. Select 'All Forms'.
  23. Click [New Record].
  24. Select "Treatment Plan" in the 'New Record' field.
  25. Validate the 'Treatment Plan' form launches in [Read-only] mode.
  26. Select the desired episode and click [Add].
  27. Validate all fields are disabled in the 'Treatment Plan' form.
  28. Close the form.
  29. Access the 'User Definition' form.
  30. Select "User A" in the 'Select User' field.
  31. Select the "Forms and Tables" section.
  32. Click [Select Forms for User Access].
  33. Give the user read/write permissions to the 'Treatment Plan' form.
  34. Click [OK] and [Submit].
  35. Log out and back in as "User A".
  36. Select "Client A" and access the 'All Documents' view.
  37. Select 'All Forms'.
  38. Select "Treatment Plan" in the 'Form Description' field.
  39. Select a treatment plan and validate the plan displays in the 'Console Widget Viewer'.
  40. Validate the 'Open' and 'Open Record' buttons are now enabled.
  41. Click [New Record].
  42. Select "Treatment Plan" in the 'New Record' field.
  43. Validate the 'Treatment Plan' form launches and is not in read-only mode.
  44. Select the desired episode and click [Add].
  45. Validate all fields are enabled in the 'Treatment Plan' form.
  46. Close the form.
  47. Select "Client A" and access the undocked 'All Documents' widget.
  48. Select 'All Forms'.
  49. Click [New Record].
  50. Select "Treatment Plan" in the 'New Record' field.
  51. Validate the 'Treatment Plan' form launches and is not in read-only mode.
  52. Select the desired episode and click [Add].
  53. Validate all fields are enabled in the 'Treatment Plan' form.
  54. Close the form.
Topics
• NX • Treatment Plan
AV-89799 Summary | Details
Avatar NX - 'My To Do's' widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HomeView - My To Do's widget
Scenario 1: 'My To Do's' widget - Approving Documents
Specific Setup:
  • The logged in user is a staff member and has the 'My To Do's' widget on their myDay view (User A).
  • Document routing is enabled for the 'Progress Notes (Group and Individual)' form.
  • A client must be enrolled in an existing episode (Client A).
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. Set the 'Notes Field' field to any large value to ensure the note will be more than one page.
  6. Select "Final" in the 'Draft/Final' field.
  7. Click [Submit Note].
  8. Validate a 'Confirm Document' dialog is displayed containing the note entered in the previous steps with the ability to scroll.
  9. Click [Accept and Route].
  10. Validate the 'Route Document To' dialog is displayed.
  11. Select the "User A" as the 'Approver'.
  12. Click [Submit].
  13. Validate a 'Progress Notes' dialog is displayed stating: "Note Filed."
  14. Click [OK].
  15. Navigate to the 'My To Do's' widget.
  16. Validate there is a To-Do's for the 'Progress Notes (Group and Individual)' form for "Client A".
  17. Validate hovering mouse on 'Information icon'/'Create a New Note'/'Ellipses' display the tool tips as expected.
  18. Click [Review All].
  19. Validate the 'Documents to Review' opens with all the documents in the left-hand side.
  20. Click the 'Document Preview' icon for "Client A".
  21. Validate the To-Do for "Client A" is highlighted and displays in the 'Document Preview'.
  22. Click [Accept] and [Cancel].
  23. Validate an 'Unsaved Changes' dialog stating: "You have unsaved changes would you like to continue?" and click [OK].
  24. Click [Review] and validate the document displays the expected data with the ability to scroll.
  25. Click [Accept] and [Sign].
  26. Enter the password for "User A" in the 'Verify Password' dialog and click [Verify].
  27. Validate the To-Do is no longer displayed.
  28. Access the 'Clinical Document Viewer' form.
  29. Select "Client" in the 'Select All or Individual Client' field.
  30. Select "Client A" in the 'Select Client' field.
  31. Click [Process].
  32. Validate the document for "Client A" displays in the document list.
  33. Click to view the document.
  34. Validate that the document displays the expected data.
  35. Close the form.
Scenario 2: Validate CareGuidance Alerts in the 'My To Do's' widget
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • CareGuidance alerts are enabled for the user that have a URL configured (Link A)
  • A "CareGuidance" alert has been generated for "Client A" (Alert A).
  • The logged in user has the 'My To Do's' widget on their myDay view.
Steps
  1. Navigate to the 'My To Do's' widget.
  2. Validate "Alert A" is present for "Client A".
  3. Validate alert generation date displays as expected.
  4. Hover over the information icon and validate the tool tip displays as expected.
  5. Click "Link A".
  6. Validate a new browser window opens and displays as expected.
  7. Switch back to the 'My To Do's' widget.
  8. Select "Days in Queue" from the 'Sort By' field.
  9. Hover over the information icon of any record and validate the tool tip displays as expected.
  10. Select "Client" from the 'Sort By' field.
  11. Select and expand any desired client.
  12. Hover over the information icon and validate the tool tip displays as expected.
  13. Select "Item Type" from the 'Sort By' field.
  14. Select 'Alert A'.
  15. Click [Acknowledge].
  16. Validate the alert no longer displays.
Topics
• "My To Do's" widget • Document Routing • NX • Progress Notes
AV-89896 Summary | Details
OE NX - Order Entry Console - Ordering Practitoner
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Home Medications
  • Order Entry User Definition
  • Order Entry Console
  • Orders This Episode
Scenario 1: OE NX - Home Medications - Creating an order for a client, while logged in as a user who is not using the associated staff member as an Ordering Practitioner.
Specific Setup:
  • A user must exist who is not associated with an 'Ordering Practitioner'. (User A)
  • A practitioner must exist who can be used as an 'Ordering Practitioner'. (Practitioner A)
  • A client must have an active inpatient episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
  • "User A" must be logged into the application.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Validate the 'Program' and 'Ordering Practitioner' fields are empty.
  4. Select a value in the 'Program' field.
  5. Validate a message is displayed stating: "Please Select an Ordering Practitioner before selecting a Program" and click [Ok].
  6. Enter 3 letters that do not correspond to any 'Ordering Practitioner'.
  7. Validate that a dialog that says "No Results" is displayed above the field.
  8. Put in the first 3 letters of a "Practitioner A's" last name. Validate the results are displayed above the 'Ordering Practitioner' field.
  9. Select "Practitioner A".
  10. Uncheck the 'Reported' checkbox.
  11. Search for and select any medication in the 'New Order' field.
  12. Populate all required fields and file the order.
Scenario 2: OE NX - Discharge Med Reconciliation - Validate the Correct 'Ordering Practitioner' is Displayed - No Default Practitioner
Specific Setup:
  • A user must have the 'Use Staff Member As Ordering Practitioner' field in the 'Order Entry User Definition' form must be set to "No". (User A)
  • Please log out of the application and log back in after completing the above configuration.
  • A practitioner must exist who can be used as an 'Ordering Practitioner'. (Practitioner A)
  • Two clients must have active inpatient episodes and no active orders. (Client A and Client B)
  • “Client A” and "Client B" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • "User A" must be logged into the application.
Steps
  1. Search for and select "Client A".
  2. Access the Order Entry Console and select the 'Discharge Med Reconciliation' tab.
  3. Validate the 'Ordering Practitioner' field is blank.
  4. Enter 3 letters that do not correspond to any 'Ordering Practitioner'.
  5. Validate that a dialog that says "No Results" is displayed above the field.
  6. Put in the first 3 letters of "Practitioner A's" last name. Validate the results are displayed above the 'Ordering Practitioner' field.
  7. Select "Practitioner A".
  8. Uncheck the 'No Prescription Required' checkbox.
  9. Search for and select any medication in the 'New Order' field.
  10. Populate all required fields and click [Add to Scratchpad] and [Hold in Pending Status].
  11. Validate that the 'Discharge Med Reconciliation' tab is in view-only mode aside from the following being enabled: [Restart Reconciliation], [Edit Pending Reconciliation], and [Activate & Reconcile].
  12. Validate the 'Ordering Practitioner' field contains "Practitioner A".
  13. Select "Client B" in the 'My Clients' widget
  14. Access the 'Discharge Med Reconciliation' tab and validate the 'Ordering Practitioner' field is blank.
  15. Select "Client A" in the 'My Clients' widget
  16. Access the 'Orders This Episode' tab and then the 'Discharge Med Reconciliation' tab and validate the 'Ordering Practitioner' field contains "Practitioner A".
  17. Click [Activate & Reconcile] and [Sign].
  18. Validate that the 'Discharge Med Reconciliation' tab is in view-only mode.
  19. Validate the 'Ordering Practitioner' field contains "Practitioner A".
  20. Select "Client B" in the 'My Clients' widget
  21. Access the 'Discharge Med Reconciliation' tab and validate the 'Ordering Practitioner' field is blank.
Scenario 3: OE NX - Admission Med Reconciliation - Validate the Correct 'Ordering Practitioner' is Displayed - No Default Practitioner
Specific Setup:
  • A user must have the 'Use Staff Member As Ordering Practitioner' field in the 'Order Entry User Definition' form must be set to "No". (User A)
  • Please log out of the application and log back in after completing the above configuration.
  • A practitioner must exist who can be used as an 'Ordering Practitioner'. (Practitioner A)
  • Two clients must have active inpatient episodes and no active orders. (Client A and Client B)
  • “Client A” and "Client B" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • "User A" must be logged into the application.
Steps
  1. Search for and select "Client A".
  2. Access the Order Entry Console and select the 'Admission Med Reconciliation' tab.
  3. Search for and select a pharmacy-type order code in the 'New Order' field.
  4. Populate all required fields and click [Add to Scratchpad].
  5. Validate the 'Ordering Practitioner' field is blank.
  6. Enter 3 letters that do not correspond to any 'Ordering Practitioner'.
  7. Validate that a dialog that says "No Results" is displayed above the field.
  8. Put in the first 3 letters of a "Practitioner A's" last name. Validate the results are displayed above the 'Ordering Practitioner' field.
  9. Select "Practitioner A" and click [Reconcile & Sign].
  10. Validate that the 'Admission Med Reconciliation' tab is in view-only mode.
  11. Validate that the 'Ordering Practitioner' field contains "Practitioner A".
  12. Select "Client B" in the 'My Clients' widget
  13. Validate the 'Ordering Practitioner' field is blank.
Scenario 4: OE NX - Orders This Episode - Creating an order for a client, while logged in as a user who is not using the associated staff member as an Ordering Practitioner.
Specific Setup:
  • A user must exist who is not associated with an 'Ordering Practitioner'. (User A)
  • A practitioner must exist who can be used as an 'Ordering Practitioner'. (Practitioner A)
  • A client must have an active 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.
  • "User A" must be logged into the application.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Validate the 'Program' and 'Ordering Practitioner' fields are empty.
  3. Select a value in the 'Program' field.
  4. Validate a message is displayed stating: "Please Select an Ordering Practitioner before selecting a Program" and click [Ok].
  5. Enter 3 letters that do not correspond to any 'Ordering Practitioner'.
  6. Validate that a dialog that says "No Results" is displayed above the 'Ordering Practitioner' field.
  7. Put in the first 3 letters of a "Practitioner A's" last name. Validate the results are displayed above the 'Ordering Practitioner' field.
  8. Select "Practitioner A".
  9. Search for and select any pharmacy-type order code in the 'New Order' field.
  10. Populate all required fields and file the order.
Topics
• NX • Order Entry Console
AV-90236 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
  • Diagnosis
  • Progress Notes (Group and Individual)
Scenario 1: 'Coming in Today' widget - Validate scrollbar position
Specific Setup:
  • The 'Coming in Today' widget must be visible from the myDay view.
  • Two clients must be enrolled in an episode (Client A and Client B).
  • "Client A" must have an appointment scheduled for current day.
  • A group containing two or more clients must be registered under 'Group Registration' (Group A).
  • "Group A" must have an appointment scheduled for current day.
  • There must be multiple existing appointments for current day under 'Coming in Today' widget.
  • There must be an additional view associated for the logged in user (View A).
Steps
  1. Access the ‘Coming in Today’ widget and move the scrollbar to center of the widget.
  2. Click [Launch Scheduling Calendar].
  3. Right click in any available time slot and click [Add Appointment].
  4. Enter the desired value in the 'Service Code' field.
  5. Enter "Client B" in the 'Client' field.
  6. Select the desired episode in the 'Episode Number' field.
  7. Select the desired value in the 'Program' field.
  8. Click [Submit].
  9. Validate the 'Appointment Grid' contains the appointment created in the previous steps.
  10. Click [Dismiss].
  11. Validate the scrollbar remains in the same position for the 'Coming in Today' widget.
  12. Refresh the widget.
  13. Validate the appointment for "Client B" displays and the scrollbar remains in the same position for the 'Coming in Today' widget.
  14. Move the scroll bar to the top in the ‘Coming in Today’ widget.
  15. Navigate to "View A" and then back to the myDay view.
  16. Validate the scrollbar remains in the same position after navigating.
  17. Select the appointment for "Client A" in the ‘Coming in Today’ widget.
  18. Expand the appointment and note the position of the scrollbar
  19. Access the ‘Diagnosis’ form.
  20. Click [Add] if present.
  21. Populate all required fields and click [Submit].
  22. Validate the scrollbar remains in the same position after submitting.
  23. Select the appointment for "Group A" in the ‘Coming in Today’ widget.
  24. Expand the appointment and note the position of the scrollbar.
  25. Access the ‘Progress Notes (Groups and Individuals)’ form.
  26. Select "Client A" in the 'Select Client' field.
  27. Populate all required and desired fields.
  28. Click [Submit Note].
  29. Validate a dialog stating: Note Filed.
  30. Click [OK] and close the form.
  31. Validate the scrollbar remains in the same position after submitting.
  32. Continue navigation as desired and validate the position of the scrollbar is retained.
Topics
• 'Coming In Today' widget • Diagnosis • NX • Progress Notes (Group And Individual) • Scheduling Calendar
AV-90273 Summary | Details
Avatar NX - 'Clinical Document Viewer'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Document Viewer
Scenario 1: Validate "Clinical Document Viewer" documents - Entity type "Staff"
Specific Setup:
  • Have any modeled form set up for staff entity type (Form A).
  • "Form A" must have document routing enabled.
  • The logged in user must have an associated practitioner with no documents on file in the 'Clinical Document Viewer' (Practitioner A).
Steps
  1. Access "Form A".
  2. Select "Practitioner A" in the 'Select Staff' field.
  3. Populate the fields.
  4. Select "Final" from the "Draft/Final" field.
  5. Validate a dialog stating: "Selecting "Final" prevents future edits." and click [OK].
  6. Click [Submit].
  7. Validate the "Confirm Document" dialog contains the expected data.
  8. Click [Sign].
  9. Enter the associated password and click [Verify].
  10. Validate the form closes.
  11. Access the 'Clinical Document Viewer' form.
  12. Validate the form displays in a timely manner.
  13. Select "Staff" from the 'Select Type:' field.
  14. Select "Individual" from the 'Select All or Individual Staff' field.
  15. Select "Practitioner A" in the 'Select Staff' field.
  16. Click [Process].
  17. Validate the results display in a timely manner.
  18. Locate and select the document that was saved in the previous steps.
  19. Click [View].
  20. Validate the document displays as expected.
  21. Click [Search].
  22. Enter the current date in the 'Start:' and 'End:' fields.
  23. Click [Process].
  24. Validate the expected results display.
  25. Click [Search].
  26. Enter a date prior to the current date in the 'Start:' and 'End:' fields.
  27. Click [Process].
  28. Validate no results display.
  29. Click [Search] and [Close].
Scenario 2: Clinical Document Viewer - Filters, Selections and Restrictions
Specific Setup:
  • Select an existing client who has multiple documents on file that have been scanned, imported or routed via document routing, scanned.
Steps
  1. Access the "Clinical Document Viewer" form.
  2. Validate the form displays in a timely manner.
  3. Validate the filters such as "Select All or Individual", "User", "Document Status", "Program", "Episode", "Document Source", "Document Origination Date Start", "Document Origination Date End" all filter in the appropriate manner.
  4. Under Form Selection, validate that you can choose the form selection by "Categories/Forms" and only those documents appear in the document list.
  5. Using the "Document Management Definition" form, identify a form as to "Exclude from Electronic Medical Record".
  6. Validate the document list doesn't include documents that are to be excluded.
  7. Using the "Document Management Definition" form, identify a form as "Do Not Print".
  8. Going back to the "Clinical Document Viewer" form, validate the forms marked as "Do Not Print" are excluded.
  9. Using "Document Management Definition" form, mark a document type as "Do not release".
  10. Going back to the "Clinical Document Viewer" form, validate the forms marked as "Do Not Release" are excluded.
Topics
• Document Routing • NX
AV-90285 Summary | Details
Avatar NX - Document Routing
Scenario 1: 'My To Do's' widget - Approving Documents
Specific Setup:
  • The logged in user is a staff member and has the 'My To Do's' widget on their myDay view (User A).
  • Document routing is enabled for the 'Progress Notes (Group and Individual)' form.
  • A client must be enrolled in an existing episode (Client A).
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. Set the 'Notes Field' field to any large value to ensure the note will be more than one page.
  6. Select "Final" in the 'Draft/Final' field.
  7. Click [Submit Note].
  8. Validate a 'Confirm Document' dialog is displayed containing the note entered in the previous steps with the ability to scroll.
  9. Click [Accept and Route].
  10. Validate the 'Route Document To' dialog is displayed.
  11. Select the "User A" as the 'Approver'.
  12. Click [Submit].
  13. Validate a 'Progress Notes' dialog is displayed stating: "Note Filed."
  14. Click [OK].
  15. Navigate to the 'My To Do's' widget.
  16. Validate there is a To-Do's for the 'Progress Notes (Group and Individual)' form for "Client A".
  17. Validate hovering mouse on 'Information icon'/'Create a New Note'/'Ellipses' display the tool tips as expected.
  18. Click [Review All].
  19. Validate the 'Documents to Review' opens with all the documents in the left-hand side.
  20. Click the 'Document Preview' icon for "Client A".
  21. Validate the To-Do for "Client A" is highlighted and displays in the 'Document Preview'.
  22. Click [Accept] and [Cancel].
  23. Validate an 'Unsaved Changes' dialog stating: "You have unsaved changes would you like to continue?" and click [OK].
  24. Click [Review] and validate the document displays the expected data with the ability to scroll.
  25. Click [Accept] and [Sign].
  26. Enter the password for "User A" in the 'Verify Password' dialog and click [Verify].
  27. Validate the To-Do is no longer displayed.
  28. Access the 'Clinical Document Viewer' form.
  29. Select "Client" in the 'Select All or Individual Client' field.
  30. Select "Client A" in the 'Select Client' field.
  31. Click [Process].
  32. Validate the document for "Client A" displays in the document list.
  33. Click to view the document.
  34. Validate that the document displays the expected data.
  35. Close the form.
Scenario 2: Progress Note: Document Routing - Accept and Route
Specific Setup:
  • A client must be enrolled in an active episode (Client A).
  • There must be two users with associated staff members (Staff A and Staff B).
  • The users must have the 'My To Do's' widget configured on their myDay view
  • "Staff A" must be logged in.
  • Document routing must be enabled for the 'Progress Notes (Group and Individual)' form.
Steps
  1. Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
  2. Select any episode from the 'Episode Selection' field.
  3. Select any value from the 'Progress Note For' field.
  4. Select any note type from the 'Note Type' field.
  5. Set the 'Notes Field' field to any large value including special text characters to ensure the note will be more than one page.
  6. Complete the remaining required fields.
  7. Select "Final" from the 'Draft/Final' field.
  8. Click [Submit Note].
  9. Click the [Sign and Route/Notify] and enter the logged in user's password in the 'Password' field.
  10. Click [Verify].
  11. Select "Staff B" from the 'Supervisor' field and click [Add].
  12. Select a different supervisor from the 'Supervisor' field and click [Add].
  13. Validate that a 'Confirm' dialog is displayed stating "Any Supervisor" is the current supervisor in the list. Would you like to replace "Any Supervisor" with "Another Supervisor"?
  14. Select "Staff B" from the 'Supervisor' field and click [Add].
  15. Validate that a 'Confirm' dialog is displayed stating "Any Supervisor" is the current supervisor in the list. Would you like to replace "Any Supervisor" with "Another Supervisor"?
  16. Click [Yes].
  17. Click [Submit].
  18. Validate that a 'Progress Notes' dialog is displayed stating 'Note Filed' and click [Ok].
  19. Click [Discard].
  20. Log out.
  21. Login as "Staff B" and navigate to the 'My To Do's' widget.
  22. Open the 'My To Do's'.
  23. Validate there is a To-Do's for the 'Progress Notes (Group and Individual)' form for "Client A".
  24. Click [Review].
  25. Validate the note displays as expected with the ability to scroll.
  26. Click [Accept] and [Sign].
  27. Enter the password for "Staff B" in the 'Verify Password' dialog and click [Verify].
  28. Validate the To-Do is no longer displayed.
Topics
• "My To Do's" widget • Document Routing • NX • Progress Notes
AV-90493 Summary | Details
Scheduling Calendar - Find New/Existing Appointment
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Scheduling Calendar
Scenario 1: Validate "Find New Appointment" will display available appointments
Specific Setup:
  • A client must be enrolled in an existing episode.
  • Staff member with assigned hours in the "Staff Members Hours and Exceptions" form.
  • Multiple sites must be defined and have appointments on file for any staff member.
  • The 'Scheduling Calendar' must be accessible for the logged in user.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Click [Find New Appointment].
  3. Select one or more sites from the 'Search Site(s)' field.
  4. Enter the current date in the 'Search Start Date' field.
  5. Enter a value in the 'Search Duration' field that will not extend beyond the available times for the staff on that date.
  6. Click [Find New Appointment].
  7. Validate the list of available appointments displays as expected.
  8. Validate the "OK" and "Cancel" buttons display as expected.
  9. Increase the zoom on the browser.
  10. Validate the "OK" and "Cancel" buttons display as expected.
  11. Click an item to highlight it for selection.
  12. Click [OK].
  13. Verify the 'Scheduling Calendar - Appointment Details' form displays.
  14. Select any value in the 'Service Code' field.
  15. Select any client in the 'Client' field.
  16. Select any episode in the 'Episode' field.
  17. Select any program in the 'Program' field.
  18. Click [Submit].
  19. Verify the calendar displays the appointment as entered.
Scenario 2: Scheduling Calendar - 'Find Existing Appointment'
Specific Setup:
  • A client must be enrolled in an existing episode.
  • Multiple sites must be defined and have appointments on file for any staff member.
  • A practitioner must be defined with a very long name (Practitioner A).
  • A practitioner (Practitioner A) must have assigned hours in the "Staff Members Hours and Exceptions" form.
  • The 'Scheduling Calendar' must be accessible for the logged in user.
Steps
  1. Access the 'Scheduling Calendar'.
  2. Validate "Practitioner A" is truncated in the 'Staff Members' field.
  3. Hover over "Practitioner A" and validate the entire name displays.
  4. Validate the previous and next month arrows display.
  5. Click [Find Existing Appointments].
  6. Select "All" in the 'Search Sites(s)' field.
  7. Enter any date in the 'Search Start Date' field.
  8. Click [Find New Appointment].
  9. Validate the sites in the 'Search Sites' field are displayed above the list of appointments with a vertical scroll bar.
  10. Validate the "OK" and "Cancel" buttons display as expected.
  11. Increase the zoom on the browser.
  12. Validate the "OK" and "Cancel" buttons display as expected.
  13. Select any appointment on the list.
  14. Click [OK].
  15. Verify the selected appointment displays on the calendar date grid.
  16. Click [Dismiss].
Topics
• NX • Scheduling Calendar

Avatar_NX_Update_2023.07.00_Details.csv