Avatar NX Update 2023.08.00 Acceptance Tests

AV-82157 Summary | Details

Avatar NX - 'Allergies and Hypersensitivities'

Scenario 1: Allergies and Hypersensitivities - Add/Edit Allergies

Specific Setup:

A client must have an active episode. (Client A)

Steps

Select "Client A" and access the 'Allergies and Hypersensitivities' form.
Select "No" in the 'Known Medication Allergies' field.
Select "No" in the 'Known Food Allergies' field.
Click [Update].
Validate the 'Allergies and Hypersensitivities' grid is displayed.
Click [New Row].
Validate the current date displays as expected in the 'Date Recorded' field.
Search for and select any value in the 'Allergen/Reactant' field.
Enter the desired date in the 'Date Recognized' field.
Double click on 'Status' field and validate that the 'Status' dialog opens within the view.
Select "Active" in the 'Status' field.
Select any value in the 'Reaction Severity' field.
Click [Save] and [Submit].
Select "Client A" and access the 'Allergies and Hypersensitivities' form.
Click [Update].
Validate the 'Allergies and Hypersensitivities' grid contains the allergy filed in the previous steps.
Select the record and click [Delete Row].
Validate dialog stating "Allergies that have been saved previously cannot be deleted. Please update the 'Status' as appropriate."
Click [Ok].
Select "Inactive" in the 'Status' field.
Click [Save] and [Submit].
Select "Client A" and access the 'Allergies and Hypersensitivities' form.
Click [Update].
Validate the 'Allergies and Hypersensitivities' grid contains the allergy with the "Inactive" status.
Click [New Row].
Validate the current date displays as expected in the 'Date Recorded' field.
Search for and select any value in the 'Allergen/Reactant' field.
Enter the desired date in the 'Date Recognized' field.
Select "Active" in the 'Status' field.
Select any value in the 'Reaction Severity' field.
Click [Delete Row].
Click [Yes] and validate the newly added row is deleted.
Click [Close/Cancel].
Validate the 'Allergies and Hypersensitivities' grid contains the allergy with the "Inactive" status.
Click [Close/Cancel] and close the form.

Topics

• Allergies and Hypersensitivities • NX

AV-82529 Summary | Details

Treatment Plan - Plan Participants

Scenario 1: 'Treatment Plan' - file a draft

Specific Setup:

A client must be enrolled in an existing episode (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).

Steps

Select "Client A" and access the 'Treatment Plan' form.
Click [Plan Date T].
Validate the correct date is displayed in the 'Plan Date' field.
Select the desired value in the 'Plan Type' field.
Set the desired value in 'Plan Name'.
Select "Draft" in the 'Treatment Plan Status' field.
Populate any desired problems in the 'Problems' grid.
Populate any desired participant in the 'Plan Participants' grid.
Populate any desired value in other fields.
Click [Submit].
Select "Client A" and access the 'Treatment Plan' form.
Validate previously saved details display as expected.
Validate the 'Problems' grid displays the problems as expected.
Validate the 'Plan Participants' grid displays the participant details as expected.
Click [Notes].
Enter any value containing special characters in the 'Notes' field.
Click [File Note].
Click [Notes (1)].
Validate the note displays as expected.
Click [Cancel].
Close the form.

Topics

• All Documents Widget • NX • Treatment Plan

AV-83098 Summary | Details

Avatar NX - Document Capture

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

Client Document Capture
Clinical Document Viewer
Document Capture

Scenario 1: Document Capture Avatar NX: Validation of Import/Save/Retrieve/View

Specific Setup:

Perceptive must be enabled.
A client must be enrolled in an existing episode (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).

Steps

Select "Client A".
Open the 'Client's Dashboard'.
Click the 'Document Capture' icon.
Click [Import].
Select the desired episode from the 'Select Episode' field.
Click [OK].
Validate the 'Document Capture' opens in a separate window and displays as expected.
Select any value in the 'Document Type' field.
Enter any value in the 'Document Description' field.
Click [Capture].
Click [Browse].
Browse to the location of the file to be imported.
Click [Open].
Click [Done].
Click [Save].
Validate the document was successfully saved.
Click [Close Document Capture].
Close the 'Client Dashboard' and navigate to the 'All Documents' view.
Validate the document displays as expected in the 'Console Widget Viewer'.

Scenario 2: Client Document Capture - Validation

Specific Setup:

Perceptive storage method must be utilized.
A client must be enrolled in an existing episode (Client A).
A document must exist for import.

Steps

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

Scenario 3: Undocked 'Client Document Capture'

Specific Setup:

A client must be enrolled in an existing episode (Client A).
A document must exist for import.

Steps

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

Topics

• Console Widget • Document Scan/Import • NX

AV-83284 Summary | Details

Avatar NX - AR Console

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

Diagnosis

Scenario 1: AR Console - Validating if sorting persists for the AR Console table

Specific Setup:

Note the tester's 'User Definition', 'User Description'.
Registry Setting:
Set the 'Avatar PM->Billing->Accounts Receivable Management->->->Enable Accounts Receivable Management Functionality' registry setting to "Yes".
Accounts Receivable functionality has been defined.
Guarantors/Payors:
An existing guarantor is identified to be used. Note the guarantor code/name.
Service codes:
An existing service code is identified to be used. Note the service code/description.
Service Fee/ Cross Reference Maintenance:
A fee definition is created for the service code identified in the ' Service Codes' form.
Admission:
An existing client is identified or a new client is admitted. Note client id, admission program, admission date.
Financial Eligibility:
A guarantor identified in the 'Guarantors/Payors' form is assigned to the client as a primary guarantor.
Recurring Client Charge Input:
3-5 services are rendered to the client. Note service date, service code.
Client Ledger:
The service distributed correctly to the assigned guarantor.
Electronic Billing:
All the services are claimed. Note the claim numbers.
Use ‘AR Console User Defaults’ to give the tester access to the following:
First initial of the client's last name.
Admission program
Guarantor the claim liability distributed to.
Use ‘System Task Scheduler’ to process the ‘Auto AR Batch’ after the claims were created.

Steps

Locate to the AR Console widget.
Check one of the box in the 'Clients with Last Name Initials'.
Click [Search].
Verify the system displays the information in the table correctly.
Press CTRL+A.
Verify it selects all the check boxes.
Sort the 'Client' column descending.
Verify that clients are successfully sorted to descending.
Select the 'Claim Follow-Up Entry' tab.
Verify it successfully navigates to the 'Claim Follow-up Entry' tab.
Navigate back to the 'AR List' tab.
Client sorting correctly persist how it was set up.
From the side search, open the 'Diagnosis' form.
Select a desired client successfully.
Navigates to the main 'Diagnosis' form.
Click [New Row] 4-5 times.
Verify 4-5 rows are added successfully.
Sort one of the columns so that the order differs from how it originally is and make note of how its sorted.
Navigate out of the form.
Navigate to the AR Console View.
Verify the sorting persisted from the prior test.
In the Open Forms tab, open back up the 'Diagnosis' form.
Verify system successfully opens back up the 'Diagnosis' form.
The filter does persist for that specific table.

Topics

• Accounts Receivable Management • NX

AV-84831 Summary | Details

Avatar NX - myDay view

Scenario 1: Search Explorer - What Can I Help You Find: Search for Client / Advanced Client Search / Form Menu Tree structure

Specific Setup:

A client must be enrolled in an existing episode (Client A).
A user must have a myDay view without any widgets or the 'Client Information' header (User A).

Steps

Log in as "User A".
Validate the myDay view displays as expected.
Enter the desired value in the 'What can I help you find?' field.
Validate the search results display as expected.
Access the desired form.
Validate the form opens and displays as expected.
Click [Advanced Client Search].
Populate the fields corresponding to "Client A".
Click [Search].
Validate "Client A" displays as expected.
Click [Close].
Select "Client A" and access the desired form.
Populate the required and desired fields.
Click [Submit].
Validate the form files successfully.

Topics

• Client Search • NX

AV-84893 Summary | Details

Tasklist

Internal Test Only

Topics

• Task List

AV-85038 Summary | Details

Avatar NX - Disclosure Management

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

Disclosure Management

Scenario 1: Disclosure Management - Form Validations

Specific Setup:

In the 'View Attachment Types' field on the 'Disclosure Management Configuration' form, select various modeled and product form type attachments to include for requesting and authorizing document images for disclosure.
In the product and modeled forms selected in the previous step, have documents generated for a client in multiple episodes (Client A).
The 'Sort Episodes by Admission Date' registry setting must be enabled.

Steps

Select "Client A" and access the 'Disclosure Management' form.
Enter a date in the 'Request Date' field.
Enter a date in the 'Request Information Start Date' field.
Enter a date in the 'Request Information End Date' field.
In the 'Requested Episode(s)' field, validate all episodes are listed and displayed in a readable format.
Select the desired episodes to include.
Click [Apply Filter to Document Images].
Select the desired items in the 'Requested Chart Items' field.
Select the desired documents in the 'Requested Document Images' field.
Select the desired value from the 'Purpose of Disclosure' field.
Enter an organization name in the 'Organization' field.
Go to the 'Authorization' section.
Select "Yes" in the 'Signed Authorization On File' field.
Enter a date in the 'Authorization Start Date' field.
Enter a date in the 'Authorization End Date' field.
Validate all episodes are listed and displayed in a readable format in the 'Authorization Episode(s)' field.
Select desired episodes to include in the 'Authorization Episode(s)' field.
Click [Update Chart Items Authorized For Disclosure].
Validate all items are set to "Yes" in the 'Authorized' field.
Click [Save].
Click [Refresh Chart Items].
Click [Apply Filter to Document Images].
Click [Update Document Images Authorized for Disclosure].
Validate all items are set "Yes" in the 'Authorized' field.
Click [Save].
Click [Refresh Document Images].
Go to the 'Disclosure' section.
Enter a date in the 'Disclosure Date' field
Enter a time in the 'Disclosure Time' field.
Select "Electronic" in the 'Disclosure Method' field.
Click [Process].
Validate the items list in the 'Disclosure Management' panel are as expected.
Select the item and click [View].
Validate the documents displays as expected.
Click [Disclose].
Validate the disclosure displays as expected and 'Save' displays.
Click [Save].
Validate a 'Confirm' dialog stating: "Save PDF on your computer?" and click [OK].
Validate the file downloads.
Validate a 'Disclosure' dialog stating: "Once this Disclosure Management record is filed with a Disclosure Date entered it will no longer be available for edit. This record will be available to view and print items." and click [Cancel].
Validate a dialog stating: "Filing cancelled." and click [OK].
Click [Save].
Validate a 'Confirm' dialog stating: "Save PDF on your computer?" and click [Cancel].
Validate nothing downloads.
Validate a 'Disclosure' dialog stating: "Once this Disclosure Management record is filed with a Disclosure Date entered it will no longer be available for edit. This record will be available to view and print items." and click [OK].
Validate the form closes.

Topics

• Disclosure • NX

AV-85863 Summary | Details

Avatar NX - Form Sections

Scenario 1: User Modeled Form - "Client" Entity

Specific Setup:

A modeled form must be defined (Form A).
"Form A" must have two sections with the same name (Section A and Section B).
"Form A" must have "New Entity(/Episode) ReEntry" selected in the 'Re-Enter Form?' field of 'Form Definition'.
A client must be enrolled in an existing episode (Client A).

Steps

Select "Client A" and access "Form A".
Validate the user is on "Section A".
Navigate to "Section B" and validate "Section B" is selected.
Switch between "Section A" and "Section B".
Populate all required and desired fields.
Click [Submit].
Validate a 'Form Return' dialog stating: "Form A has completed. Do you wish to return to form?"
Click [No].
Validate the user is taken back to the myDay view and "Client A" is in context.
Click [Clear Client].
Access "Form A".
Enter and select "Client A" in the 'Select Client' field.
Click [Add].
Populate all required and desired fields.
Click [Submit].
Validate a 'Form Return' dialog stating: "Form A has completed. Do you wish to return to form?"
Click [No].
Validate the user is taken back to the myDay view and "Client A" is in context.
Click [Clear Client].
Select "Client A" and access "Form A".
Click [Add].
Populate all required and desired fields.
Click [Submit].
Validate a 'Form Return' dialog stating: "Form A has completed. Do you wish to return to form?"
Click [Yes].
Validate the user is taken to the 'Select Client' pre-display.
Enter and select "Client A" in the 'Select Client' field.
Click [Add].
Populate all required and desired fields.
Click [Submit].
Validate a 'Form Return' dialog stating: "Form A has completed. Do you wish to return to form?"
Click [Yes].
Validate the user is taken to the 'Select Client' pre-display.
Click [Cancel].
Validate the user is taken back to the myDay view and "Client A" is not in context.

Topics

• Modeling • NX • RADplus Utilities

AV-86020 Summary | Details

Avatar NX - Drop-down Selection Boxes

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).

Steps

Access the 'Progress Notes (Group and Individual)' form.
Select "Client A".
Select the desired episode and validate there is no overlap.
Navigate to the myDay view.
Select the 'Progress Notes (Groups and Individuals)' form tab.
Select the 'Episode' field and validate the field does not overlap on other fields.
Select "Independent Note" in the 'Progress Note For' field.
Select the 'Note Type' field and validate the field does not overlap on other fields.
Navigate to the myDay view.
Select the 'Progress Notes (Groups and Individuals)' form tab.
Select the 'Note Type' field and validate the field does not overlap on other fields.
Enter any value in the 'Notes' field.
Select desired input for other mandatory fields.
Select "Final" in the 'Draft/Final' field.
Validate the 'Notes' field contains the previously entered value.
Click [Submit Note].
Validate a 'Confirm Document' dialog is displayed.
Validate the user is unable to print the note.
Click [Accept].
Enter the password associated with the logged in user and click [Verify].
Validate a 'Progress Notes' dialog stating: "Note Filed." and click [OK].
Close the form.
Select "Client A" and navigate to the 'All Documents' view.
Select 'All Forms'.
Select "Progress Notes (Group and Individual)" from the 'Form Description' field.
Validate the note from the previous steps is present and select it.
Validate the progress note displays as expected in the 'Console Widget Viewer'.

Topics

• All Documents Widget • Document Routing • NX • Progress Notes (Group And Individual)

AV-86046 Summary | Details

Avatar NX - Registry Settings

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

Chrome Browser Window
Registry Settings (PM)

Scenario 1: Validate registry setting "User Defined Online Documentation" functionality

Specific Setup:

User should have access to the 'Registry Settings' form.

Steps

Access the 'Registry Settings' form.
Enter "User Defined Online Documentation" in the 'Limit Registry Settings to the Following Search Criteria' field.
Click [View Registry Settings].
Populate the desired webpage 'Name' and 'URL' in the given format: 'Google,http://www.google.com' in the 'Registry Setting Value' field.
Click [Submit] and click [No].
Logout.
Login and access the 'User Menu'.
Validate the populated URL link is displayed at the bottom of the list as ['Name' Wiki].
Click ['Name' Wiki].
Validate the URL entered in the previous steps launches and displays as expected.

Topics

• NX • Registry Settings

AV-86364 Summary | Details

Avatar NX - Form Designer

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

Admission Assessment (MD)
Form Designer (CWS)

Scenario 1: Form Designer - Admission Assessment (MD)

Specific Setup:

'Form Designer' and 'Admission Assessment (MD)' forms form must be accessible.
A client must be enrolled in an episode (Client A).
The logged in user must have lengthy text containing a special character (Text A).

Steps

Access the 'Form Designer' form.
Select "Admission Assessment (MD)" from the 'Select' field.
Select "Medical History" from the 'Section' field.
Click [Show Sections].
Find and select the 'Medical History Description' field.
Enter "Text A" in the 'General - Text' field.
Click [Save].
Validate a 'Save layout?' dialog stating: "Are you sure you wish to save your changes?"
Click [Yes].
Validate a 'Confirm' dialog stating: "Form Saved." and click [OK].
Submit the form.
Select "Client A" and access the 'Admission Assessment (MD)' form.
Navigate to the 'Medical History' section.
Validate "Text A" displays as expected.
Close the form.
Access the 'Form Designer' form.
Select "Admission Assessment (MD)" from the 'Select' field.
Select "Medical History" from the 'Section' field.
Click [Show Sections].
Navigate to the field from the previous steps and select it.
Enter "Medical History Description" in the 'General - Text' field.
Click [Save].
Validate a 'Save layout?' dialog stating: "Are you sure you wish to save your changes?"
Click [Yes].
Validate a 'Confirm' dialog stating: "Form Saved." and click [OK].
Submit the form.
Select "Client A" and access the 'Admission Assessment (MD)' form.
Navigate to the 'Medical History' section.
Validate the previously edited field displays as expected.
Populate all required and desired fields and submit the form.
Select "Client A" and access the 'Admission Assessment (MD)' form.
Validate the data populated in the previous steps displays as expected.
Close the form.

Topics

• Form Designer • NX • Progress Notes (Group And Individual) • Treatment Plan

AV-86663 Summary | Details

eMAR NX

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

eMAR
Orders This Episode

Scenario 1: eMAR NX - Navigate to eMAR to Complete - 'Default Value for Console View Episodes' set to "1".

Steps

This prepares the system for future eMARNX / Task List functionality.

Topics

• eMAR NX • NX • Task List

AV-87766 Summary | Details

Avatar NX - Support for iCarol

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

iCarol Interface Configuration

Scenario 1: iCarol Interface Configuration - Form Validation

Steps

Internal testing only.

Topics

• NX

AV-88688 Summary | Details

Allergies and Hypersensitivities - 'Date Recorded' field

Scenario 1: Allergies and Hypersensitivities - Add/Edit Allergies

Specific Setup:

A client must have an active episode. (Client A)

Steps

Select "Client A" and access the 'Allergies and Hypersensitivities' form.
Select "No" in the 'Known Medication Allergies' field.
Select "No" in the 'Known Food Allergies' field.
Click [Update].
Validate the 'Allergies and Hypersensitivities' grid is displayed.
Click [New Row].
Validate the current date displays as expected in the 'Date Recorded' field.
Search for and select any value in the 'Allergen/Reactant' field.
Enter the desired date in the 'Date Recognized' field.
Double click on 'Status' field and validate that the 'Status' dialog opens within the view.
Select "Active" in the 'Status' field.
Select any value in the 'Reaction Severity' field.
Click [Save] and [Submit].
Select "Client A" and access the 'Allergies and Hypersensitivities' form.
Click [Update].
Validate the 'Allergies and Hypersensitivities' grid contains the allergy filed in the previous steps.
Select the record and click [Delete Row].
Validate dialog stating "Allergies that have been saved previously cannot be deleted. Please update the 'Status' as appropriate."
Click [Ok].
Select "Inactive" in the 'Status' field.
Click [Save] and [Submit].
Select "Client A" and access the 'Allergies and Hypersensitivities' form.
Click [Update].
Validate the 'Allergies and Hypersensitivities' grid contains the allergy with the "Inactive" status.
Click [New Row].
Validate the current date displays as expected in the 'Date Recorded' field.
Search for and select any value in the 'Allergen/Reactant' field.
Enter the desired date in the 'Date Recognized' field.
Select "Active" in the 'Status' field.
Select any value in the 'Reaction Severity' field.
Click [Delete Row].
Click [Yes] and validate the newly added row is deleted.
Click [Close/Cancel].
Validate the 'Allergies and Hypersensitivities' grid contains the allergy with the "Inactive" status.
Click [Close/Cancel] and close the form.

Topics

• Allergies and Hypersensitivities • NX

AV-88893 Summary | Details

Avatar NX - Treatment Plan

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

Treatment Plan
Treatment Plan - Problems grid

Scenario 1: Treatment Plan - Verify 'Problem List'

Specific Setup:

A client must be enrolled in an existing episode and have one or more problems that have been entered in the 'Problem List' form. (Client A)
"Client A" has a "Draft" of the 'Treatment Plan' filed (Plan A).

Steps

Select "Client A" and access the 'Treatment Plan' form.
Select "Plan A" and click [Edit].
Right-click on the 'Plan Type' field.
Validate a 'Plan Type' dialog stating: "Update Dictionary?"
Click [Yes].
Click [New Row].
Enter any value in the 'Dictionary Code' field.
Enter any value in the 'Dictionary Value' field.
Select "Yes" in the 'Active' field.
Click [Save].
Validate a 'Save successful' dialog stating: "Exiting grid." and click [OK].
Validate the new value is present in the 'Plan Type' field.
Click on any problem in the 'Problem List' grid.
Navigate to the 'DSM/ICD Code' column.
Click [View].
Validate the ICD10 Code item is equal to "Populated with the associated ICD10 code".
Validate the ICD10 Description item is equal to "ICD10 description".
Click [System Notes] - View button.
Validate the 'Action' column is equal to "Action related to the problem".
Validate the 'Date' column is equal to "Action date".
Validate the 'Status' column is equal to "Status of problem".
Validate the 'User' column is equal to "User logged in at time of action".
Validate the 'From' column is equal to "From or option from which the action was created".
Close the form.
Select "Client A" and access the 'Treatment Plan' form.
Create a new Treatment Plan for the 'Client A'.
Click the "New Row" button for the 'Problems' field.
Click the 'Problem' field and enter the desired problem and press the 'Enter' key.
Validate the 'Problem search results' appears and works as expected.
Select the desired value in the 'Status' field.
Select all three problems to 'Include in this plan?'.
Select "Draft" from the 'Treatment Plan Status' field.
Click [Launch Plan].
Select a problem to delete.
Click [Delete Selected Item].
Validate a 'Success' dialog stating: "Deleted 1 item successfully." and click [OK].
Complete the plan by adding the desired goals, objectives, and interventions.
Click [Return To Plan].
Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK].
Select "Final" from the 'Treatment Plan Status' field.
Click [Submit].

Topics

• NX • Problem List • Treatment Plan

AV-89569 Summary | Details

Treatment Plan - 'Assigned Services' grid

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

Treatment Plan

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

Specific Setup:

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

Steps

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

Scenario 2: Treatment Plan - Validate the 'Assigned Services' functionality for multiple clients

Specific Setup:

Multiple clients must be admitted to an active episode and have a problem filed. (Client A and Client B).
"Client A" must be enrolled in a program (Program A).
"Client B" must be enrolled in a different program (Program B).
"Program A" and "Program B" must be configured with different "Associated Assigned Services" using the 'Program Maintenance' form.
Registry setting 'Avatar CWS->Treatment Plan->->->->Enable Service Entry Restriction by Client Treatment Plan' must be enabled.
Registry setting 'Avatar PM->System Maintenance->Program Maintenance->->->Activate Program/Service Code Filter' must be enabled.

Steps

Select "Client A" and access the 'Treatment Plan' form.
Click [Add].
Set the 'Plan Date' field to the current date.
Select any value in the 'Plan Type' field.
Select any value from the 'Problem List' to include in the plan.
Enter any value in the 'Plan Name' field.
Select "Draft" in the 'Draft/Final' field.
Click [Launch Plan].
Select the problem and select any value from the 'Status' field.
Validate that all the fields display as expected.
Add a 'Goal' and 'Objective' if desired and validate the fields display as expected.
Click [Add New Intervention].
Enter any value in the 'Intervention' field.
Select any value from the 'Status' field.
Click [Add Service] in the 'Assigned Services' field.
Validate the 'Assigned Services' gird fields are displayed in the following order: Service Program, Service Code, Frequency, Duration, Amount, Service Mode, Place of Service, Agency and Staff Responsible.
Validate expected programs display in the 'Service Program' field and select any value.
Enter a search value in the 'Service Code' field to bring up the listing of service code values.
Select any service code.
Validate that the service code field is populated as expected in the 'Service Code' field.
Select any value from the 'Frequency' field.
Select any value from the 'Duration' field.
Enter any value in the 'Amount' field.
Select any value from the 'Service Mode' field.
Select any value from the 'Place of Service' field.
Enter the any value in the Agency and Staff Responsible field.
Click [Return to Plan] and click [OK].
Select "Client B" and access the 'Treatment Plan' form.
Click [Add].
Set the 'Plan Date' field to the current date.
Select any value in the 'Plan Type' field.
Select any value from the 'Problem List' to include in the plan.
Enter any value in the 'Plan Name' field.
Select "Draft" in the 'Draft/Final' field.
Click [Launch Plan].
Select the problem and select any value from the 'Status' field.
Validate that all the fields display as expected.
Add a 'Goal' and 'Objective' if desired and validate the fields display as expected.
Click [Add New Intervention].
Enter any value in the 'Intervention' field.
Select any value from the 'Status' field.
Click [Add Service] in the 'Assigned Services' field.
Validate the 'Assigned Services' gird fields are displayed in the following order: Service Program, Service Code, Frequency, Duration, Amount, Service Mode, Place of Service, Agency and Staff Responsible.
Validate expected programs display in the 'Service Program' field and select any value.
Enter a search value in the 'Service Code' field to bring up the listing of service code values.
Select any service code.
Validate that the service code field is populated as expected in the 'Service Code' field.
Select any value from the 'Frequency' field.
Select any value from the 'Duration' field.
Enter any value in the 'Amount' field.
Select any value from the 'Service Mode' field.
Select any value from the 'Place of Service' field.
Enter any value in the Agency and Staff Responsible field.
Click [Return to Plan] and click [OK].
Access the open 'Treatment Plan' for "Client A".
Click [Launch Plan].
Select the intervention and validate the selected services and service code display as expected.
Click [Add Service].
Validate 'Service Program' field doesn't display any program from "Client B's" plan.
Click [Return to Plan] and click [OK].
Click [Submit].
Access the open 'Treatment Plan' for "Client B".
Click [Launch Plan].
Select the intervention and validate the selected service programs and service code display as expected.
Click [Add Service].
Validate 'Service Program' field doesn't display any program from "Client A's" plan.
Click [Return to Plan] and click [OK].
Click [Submit].
Clear client.

Topics

• NX • Treatment Plan

AV-89802 Summary | Details

Avatar NX - 'Coming In Today' widget

Scenario 1: 'Coming In Today' widget - validate missed visit functionality

Specific Setup:

The 'Post Missed Visit Appointments Within Scheduling Calendar' registry setting is set to "YP".
The following fields must be populated in the 'Appointment Scheduling System Defaults' form: 'Inpatient Progress Note', 'Outpatient Progress Note', 'Note Type' and 'Reason For Correction (Progress Note)'.
The 'Coming in Today' widget must be configured on the user's myDay view.
A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view).
An appointment for a client must be created for the current date (Client A).

Steps

Navigate to the 'Coming In Today' widget.
Select the row for the existing appointment for "Client A".
Check "Yes" in the 'Missed Visit' field.
Validate 'Service Code' field is required.
Select the desired missed visit service code in the 'Service Code' field.
Enter any value in the 'Notes' field.
Navigate to the 'All Documents' view and back to the 'myDay' View.
Validate the previously entered details display as expected.
Uncheck the "Yes" in the 'Missed Visit' field.
Validate all fields are cleared and are disabled.
Check "Yes" in the 'Missed Visit' field.
Select the desired missed visit service code in the 'Service Code' field.
Enter any value in the 'Notes' field.
Click [File].
Validate a 'Confirmation' dialog is displayed stating: "File successful".
Click [OK].
Refresh the widget.
Validate the appointment for "Client A" displays as "Missed".
Click the 'Missed' button and click "No" on the validation message.
Validate details are retained and displayed as expected under the "Missed Visit" section.
Access the 'Scheduling Calendar' form.
Validate the 'Appointment Grid' contains the missed visit for "Client A".
Click [Dismiss].
Access the 'Client Ledger' form.
Enter "Client A" in the 'Client ID' field.
Select "All Episodes" in the 'Client/Episode/All Episodes' field.
Select "Simple" in the 'Ledger Type' field.
Select "Yes" in the 'Include Zero Charges' field.
Click [Process].
Validate the service has been posted for the missed visit.
Click [Dismiss] and close the form.
Select "Client A" and navigate the 'All Documents' view.
Select 'All Forms'.
Select the progress note form defined in the 'Appointment Scheduling System Defaults' form.
Validate a progress note was created for the missed visit.
Navigate to the 'Coming In Today' widget.
Select the missed visit appointment for "Client A".
Click [Missed].
Validate a 'Confirmation' dialog is displayed stating: "A missed visit was previously recorded for this appointment, do you want to delete the missed visit?"
Click [Yes].
Validate a 'Confirmation' dialog is displayed stating: "Change status to "Checked In"? This action cannot be undone."
Click [Yes].
Validate the appointment for "Client A" now displays as "Currently Checked In".
Access the 'Scheduling Calendar' form.
Validate the 'Appointment Grid' contains the checked in appointment for "Client A".
Click [Dismiss].
Access the 'Client Ledger' form.
Enter "Client A" in the 'Client ID' field.
Select "All Episodes" in the 'Client/Episode/All Episodes' field.
Select "Simple" in the 'Ledger Type' field.
Select "Yes" in the 'Include Zero Charges' field.
Click [Process].
Validate the service is no longer displayed.
Click [Dismiss] and close the form.
Select "Client A" and navigate the 'All Documents' view.
Click [Close All].
Refresh the 'All Documents' widget.
Select 'All Forms'.
Select the progress note form defined in the 'Appointment Scheduling System Defaults' form.
Validate the progress note is no longer displayed.

Topics

• All Documents Widget • 'Coming In Today' widget • NX • Scheduling Calendar

AV-90102 Summary | Details

Avatar NX - Undocked Widgets

Scenario 1: Validate Undocked Diagnosis Widget documents display in Console Viewer Widget

Specific Setup:

Two clients are enrolled in an existing episode (Client A and Client B).
"Client A" has a diagnosis on file (Diagnosis A).
"Client B" has a diagnosis on file (Diagnosis B).
A user must have a console widget configured for Diagnosis in the 'Console Widget Configuration' form ('Diagnosis' widget).
A user must have a view configured containing the 'Diagnosis' widget and the 'Console Widget Viewer' (View A).

Steps

Select "Client A" and navigate to "View A".
Undock the 'Diagnosis' widget and validate it opens in a new window.
Validate "Client A" displays at the top of the undocked 'Diagnosis' widget.
Undock the 'Console Widget Viewer' and validate it opens in a new window.
Validate "Client A" displays at the top of the undocked 'Console Widget Viewer'.
In the undocked 'Diagnosis' widget, click [View].
Validate the undocked 'Console Widget Viewer' displays "Diagnosis A".
Click [Open Record].
Validate the 'Diagnosis' form displays as expected in the main application window.
Close the form.
Select "Client B".
Validate "Client B" displays at the top of the undocked 'Diagnosis' widget.
Validate "Diagnosis A" no longer displays in the undocked 'Console Widget Viewer'.
Validate "Client B" displays at the top of the undocked 'Console Widget Viewer'.
In the undocked 'Diagnosis' widget, click [View].
Validate the undocked 'Console Widget Viewer' displays "Diagnosis B".
Click [Open Record].
Validate the 'Diagnosis' form displays as expected in the main application window.
Close the form.
Select "Client A".
Validate the undocked widget updates to "Client A" and the previously selected "Diagnosis A" displays in the undocked 'Console Widget Viewer'.
Close the undocked widgets.

Scenario 2: Undocking forms and widgets - Login into NX in two separate tabs on the same browser window

Specific Setup:

The 'Problems', 'Progress Notes', 'Recent Vitals', 'Client Episodes' and 'Client Diagnosis' widgets must be added to the 'Individual Progress Note' form in 'Form Designer'.
The logged in user must have two separate sessions of Avatar NX open in the same browser (Session A and Session B).

Steps

In "Session A":
Select an existing client and access the 'Individual Progress Note' form.
Validate the 'Individual Progress Note' form displays as expected.
Validate that all the widgets on the form have the undock icon.
Undock the first widget.
Validate the widget undocks and loads successfully with 'Client Name' and 'Episode' in context.
Undock all the widgets from the form.
Validate all the widgets undock and load successfully with 'Client Name' and 'Episode' in context.
Select "Episode 1” from ‘Select Episode’ field.
Validate all undocked widgets display selected ‘Client Name’ and ‘Episode’.
In "Session B":
Select an existing client and access the 'Individual Progress Note' form.
Validate the 'Individual Progress Note' form displays as expected.
Validate all the widgets on the form have the undock icon.
Undock the first widget.
Validate the widget undocks and loads successfully with ‘Client Name’ and ‘Episode’ in context.
Undock all the widgets from the form.
Validate all the widgets undock and load successfully with ‘Client Name’ and ‘Episode’ in context.
In "Session A":
Select "Episode 2” from the 'Select Episode' field.
Validate ‘Client Name’ and ‘Episode’ on all the undocked widgets from "Session B" remain unchanged.
Validate all the undocked widgets from "Session A" are showing ‘Client Name’ and selected ‘Episode’ in context.
Select another existing client from “What can I help you find?’ on the myDay view.
Validate ‘Client Name’ and ‘Episode’ on all the undocked widgets from "Session A" remain unchanged.
Validate ‘Client Name’ and ‘Episode’ on all the undocked widgets from "Session B" remain unchanged.
Select "Episode 2” from the ‘Episode Header'.
Validate ‘Client Name’ and ‘Episode’ on all the undocked widgets from "Session A" remain unchanged.
Validate ‘Client Name’ and ‘Episode’ on all the undocked widgets from "Session B" remain unchanged.
Close "Session B".
Validate all undocked widgets close successfully for "Session B".
Validate all the undocked widgets from "Session A" show the 'Client Name' and 'Episode' in context.

Scenario 3: Validate client in context for multiple undocked widgets

Specific Setup:

One or more clients are enrolled in one or more existing episodes (Client A and Client B).
One or more practitioners must be defined (Staff A and Staff B).
The 'Default Value for Console View Episodes' registry setting must be set to "1".
The following widgets must be assigned to the myDay view:
Financial Eligibility
Note To Self
Problems
Test Staff
Client Episodes

Steps

Select "Client A" and navigate to the myDay view.
Validate the 'Episode Header' field contains "All Episodes".
Undock the 'Financial Eligibility', 'Problems' & 'Note To Self' widgets from the myDay view.
Validate the selected client name and episodes display in the undocked widgets.
Validate the 'Note To Self' content remains unchanged.
Select another episode from the 'Episode Header' field.
Validate selected client name and selected episode display in the undocked widgets.
Select "Client B".
Validate the selected client name and episode display in the undocked widgets.
Close all undocked widgets.
Select 'Staff A' from left pane 'Staff' tab.
Undock the 'Test Staff' widget.
Validate the selected staff is displayed in context in the undocked widget.
Undock the 'Client Episodes' widget.
Validate "Client B" displays for the undocked 'Client Episodes' widget.
Select 'Staff B' from the 'Staff' tab and validate the selected staff is displayed in context in the undocked widget.
Close all undocked widgets.

Scenario 4: 'All Documents' Widget - Validate the undocked 'Console Widget Viewer' updates when switching clients

Specific Setup:

Two clients are enrolled into two existing episodes (Client A) & (Client B) with documents on file in the 'All Documents' Widget.
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 'Default Value for Console View Episodes' registry setting must be set to "1".

Steps

Select "Client A" and navigate to the 'All Documents' view.
Validate the 'Episode Header' field contains "All Episodes".
Undock the 'Console Widget Viewer' from the 'All Documents' view.
Validate the selected client name and episodes display in the undocked 'Console Widget Viewer'.
Select another episode from the 'Episode Header' field.
Validate selected client name and selected episode display in the undocked 'Console Widget Viewer'.
Select any document from the 'All Documents' widget.
Validate the document displays as expected in the undocked 'Console Widget Viewer'.
Select "Client B".
Validate the document for "Client A" no longer displays.
Validate the selected client name and episodes display in the undocked 'Console Widget Viewer'.
Select another episode from the 'Episode Header' field.
Validate selected client name and selected episode display in the undocked 'Console Widget Viewer'.
Select any document from the 'All Documents' widget.
Validate the document displays as expected in the undocked 'Console Widget Viewer'.
Select "Client A".
Validate the previously selected document for "Client A" displays as expected in the undocked 'Console Widget Viewer'.
Select “Client B”.
Validate the previously selected document for "Client B" displays as expected in the undocked 'Console Widget Viewer'.
Close the undocked widget.

Topics

• All Documents Widget • Console Widget • Diagnosis • myDay • NX • Widgets

AV-90130 Summary | Details

Avatar NX - Document Routing

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).

Steps

Access the 'Progress Notes (Group and Individual)' form.
Select "Client A".
Select the desired episode and validate there is no overlap.
Navigate to the myDay view.
Select the 'Progress Notes (Groups and Individuals)' form tab.
Select the 'Episode' field and validate the field does not overlap on other fields.
Select "Independent Note" in the 'Progress Note For' field.
Select the 'Note Type' field and validate the field does not overlap on other fields.
Navigate to the myDay view.
Select the 'Progress Notes (Groups and Individuals)' form tab.
Select the 'Note Type' field and validate the field does not overlap on other fields.
Enter any value in the 'Notes' field.
Select desired input for other mandatory fields.
Select "Final" in the 'Draft/Final' field.
Validate the 'Notes' field contains the previously entered value.
Click [Submit Note].
Validate a 'Confirm Document' dialog is displayed.
Validate the user is unable to print the note.
Click [Accept].
Enter the password associated with the logged in user and click [Verify].
Validate a 'Progress Notes' dialog stating: "Note Filed." and click [OK].
Close the form.
Select "Client A" and navigate to the 'All Documents' view.
Select 'All Forms'.
Select "Progress Notes (Group and Individual)" from the 'Form Description' field.
Validate the note from the previous steps is present and select it.
Validate the progress note displays as expected in the 'Console Widget Viewer'.

Scenario 2: 'Mental Health Progress Note' - Add/Edit note

Specific Setup:

A client must be enrolled in an existing episode and have a treatment plan on file (Client A).
A copy of the 'Progress Notes (Group and Individual)' form is defined and named as 'Mental Health Progress Note'.
Document routing must be enabled for the 'Mental Health Progress Note' form.
The logged in user must have a 'Default Supervisor' in the 'Document Routing' section of the 'User Definition' form (Supervisor A).

Steps

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

Topics

• All Documents Widget • Document Routing • NX • Progress Notes • Progress Notes (Group And Individual)

AV-90254 Summary | Details

Avatar NX - 'Coming In Today' widget

Scenario 1: 'Coming in Today' widget - workflow

Specific Setup:

The 'Coming in Today' widget must be visible from the myDay view.
A client must be enrolled with an existing episode and have a previous payment history balance (Client A).
"Client A" must have an address on file that does not contain a value for "Client Address - Street 2" in the 'Update Client Data' form.

Steps

Access the 'Scheduling Calendar' form.
Right click in any available time slot and click [Add Appointment].
Enter the desired value in the 'Service Code' field.
Enter "Client A" in the 'Client' field.
Select the desired episode in the 'Episode Number' field.
Select the desired value in the 'Program' field.
Click [Submit].
Validate the 'Appointment Grid' contains the appointment created in the previous steps.
Click [Dismiss].
Access the 'Coming In Today' widget.
Validate the appointment for "Client A" is displayed.
Expand the appointment and validate the 'Payment' region displays as expected.
Validate the [Not Present] exists.
Click [Not Present].
Validate a message is displayed stating: Change status to "Checked In"? This action cannot be undone.
Click [Yes].
Validate the client's address displays as expected.
Click [Chart].
Validate the 'Client Dashboard' launches and displays as expected.
Click [Close].
Undock the 'Coming In Today' widget.
Validate the appointment for "Client A" is displayed.
Validate the client's address displays as expected.
Click [Chart].
Validate the 'Client Dashboard' launches and displays as expected.
Click [Close].
Access the 'Scheduling Calendar' form.
Validate the appointment for "Client A" has been checked in.
Click [Dismiss].
Access the 'Coming In Today' widget.
Validate the [Currently Checked In] exists.
Select desired value in the 'Payment Type' field.
Select the desired value in the 'Payment Location' field.
Enter the desired value in the '$' field.
Enter the desired value in the '#' field.
Click [Paid] and validate a message is displayed stating: 'Payment has been applied'.
Click [OK]
Click [Currently Checked In].
Validate a message is displayed stating: Change status to "Currently in Treatment"? This action cannot be undone.
Click [Yes].
Validate the 'Payment' region is updated and displays as expected.
Validate the [Currently in Treatment] exists.
Click [Currently in Treatment].
Validate a message is displayed stating: Change status to "Checked Out"? This action cannot be undone.
Click [Yes].
Validate the 'Checked Out' button is disabled.
Access the 'Scheduling Calendar' form.
Validate the appointment for "Client A" has been checked out.
Click [Dismiss].

Topics

• 'Coming In Today' widget • NX • Scheduling Calendar

AV-90414 Summary | Details

Clients For Today widget

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

Admission
Update Client Data

Scenario 1: Clients for Today widget

Specific Setup:

Designate 3 users for this test.
User A should be associated to a staff member and have appointment(s) scheduled for the date of the test.
User B should be associated to a staff member but shouldn't have any appointments scheduled for the date of the test.
User C should not be associated to a staff member and won't have any appointments scheduled for the date of the test.

Steps

Open the "Scheduling Calendar" form.
Schedule appointments for 3 different clients for the date of the test.
Log off.
Log back in as User A, the user who has appointments scheduled.
Validate the "Clients for Today" widget exists.
Click on each client in the list and validate their client dashboard opens.
Close the client dashboard.
Open the "Update Client Data" form.
Populate a blank field.
File the form.
Log off.
Log back in as User B who doesn't have any appointments scheduled for the date of the test.
Validate the "Clients for Today" widget doesn't exist.
Open the "Update Client Data" form.
Populate a blank field.
File the form.
Log back in as User C who doesn't have any appointments scheduled for the date of the test.
Validate the "Clients for Today" widget doesn't exist.
Open the "Update Client Data" form.
Populate a blank field.
File the form.
Log off.

Topics

• Widgets

AV-90421 Summary | Details

Avatar NX - Widgets

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

Progress Notes (Group and Individual)
Staff Members Hours And Exceptions

Scenario 1: Avatar NX - Validate lazy load behavior for widgets

Specific Setup:

Two clients must be enrolled in one or more existing episodes (Client A) & (Client B).
Staff members must be defined (Staff A) & (Staff B).
A progress note form must have the following widgets configured in 'Form Designer' (Form A):
A widget that is client and episode specific (Widget A).
A widget that is not client specific (Widget B).
Both clients must have data filed corresponding to "Widget A".
A staff based form must have following widgets configured in 'Form Designer' (Form B):
A widget that is staff specific (Staff Widget A).
A widget that is not staff specific (Staff Widget B).
The logged in user's myDay view must be configured with the following widgets:
Widget A
Widget B
Note To Self
Staff Widget A
Staff Widget B
The logged in user must have an additional view configured with various widgets (View A).

Steps

On the 'myDay' view, scroll the page to the bottom and to the top.
Validate that each widget on the page starts loading once it is in the view.
Validate widgets which are not client and episode specific load and display data as expected.
Validate widgets which are client specific load and display blank.
Select "Client A" and scroll to "Widget A".
Validate "Widget A" loads and displays as expected.
Scroll to the 'Note To Self' widget and validate it loads and displays as expected.
Scroll to "Widget B" validate it loads and displays as expected.
Select an episode from the header.
Validate "Widget A" loads and displays as expected.
Scroll to the 'Note To Self' widget and validate it remains unchanged.
Scroll to "Widget B" and validate it remains unchanged.
Navigate to "View A" and scroll the page to the bottom and to the top.
Validate that each widget on the page starts loading on scroll ones it is in the view.
Validate widgets which are not client and episode specific load and display data as expected.
Validate widgets which are client specific load and display as expected.
Navigate back to the 'myDay' view.
Validate widgets load and display data as expected.
Select "Client B".
Validate "Widget A" loads and displays as expected.
Scroll to the 'Note To Self' widget validate it remains unchanged.
Scroll to "Widget B" and validate it remains unchanged.
Clear the client.
Select "Staff A".
Validate "Staff Widget A" widget loads and displays as expected for the selected staff.
Select "Staff B".
Validate "Staff Widget A" widget loads and displays as expected for the newly selected staff.
Uncheck selected staff.
Access "Form A".
Validate "Widget A" loads and display blank.
Validate "Widget B" loads and displays as expected.
Select "Client A" from the 'Select Client' field.
Validate "Widget A" loads and displays data for the selected client.
Validate "Widget B" remains unchanged.
Select "Client B" from the 'Select Client' field.
Validate "Widget A" loads and displays as expected for the newly selected client.
Validate "Widget B" remains unchanged.
Click [Discard].
Access "Form B".
Validate "Staff Widget A" loads and display as expected for the selected staff.
Validate "Staff Widget B" loads and displays as expected.
Click [Discard].

Topics

• myDay • NX • Progress Notes (Group And Individual) • Staff Member Hours and Exceptions

AV-90483 Summary | Details

'Coming In Today ' Widget - Payment History

Scenario 1: 'Coming in Today' widget - workflow

Specific Setup:

The 'Coming in Today' widget must be visible from the myDay view.
A client must be enrolled with an existing episode and have a previous payment history balance (Client A).
"Client A" must have an address on file that does not contain a value for "Client Address - Street 2" in the 'Update Client Data' form.

Steps

Access the 'Scheduling Calendar' form.
Right click in any available time slot and click [Add Appointment].
Enter the desired value in the 'Service Code' field.
Enter "Client A" in the 'Client' field.
Select the desired episode in the 'Episode Number' field.
Select the desired value in the 'Program' field.
Click [Submit].
Validate the 'Appointment Grid' contains the appointment created in the previous steps.
Click [Dismiss].
Access the 'Coming In Today' widget.
Validate the appointment for "Client A" is displayed.
Expand the appointment and validate the 'Payment' region displays as expected.
Validate the [Not Present] exists.
Click [Not Present].
Validate a message is displayed stating: Change status to "Checked In"? This action cannot be undone.
Click [Yes].
Validate the client's address displays as expected.
Click [Chart].
Validate the 'Client Dashboard' launches and displays as expected.
Click [Close].
Undock the 'Coming In Today' widget.
Validate the appointment for "Client A" is displayed.
Validate the client's address displays as expected.
Click [Chart].
Validate the 'Client Dashboard' launches and displays as expected.
Click [Close].
Access the 'Scheduling Calendar' form.
Validate the appointment for "Client A" has been checked in.
Click [Dismiss].
Access the 'Coming In Today' widget.
Validate the [Currently Checked In] exists.
Select desired value in the 'Payment Type' field.
Select the desired value in the 'Payment Location' field.
Enter the desired value in the '$' field.
Enter the desired value in the '#' field.
Click [Paid] and validate a message is displayed stating: 'Payment has been applied'.
Click [OK]
Click [Currently Checked In].
Validate a message is displayed stating: Change status to "Currently in Treatment"? This action cannot be undone.
Click [Yes].
Validate the 'Payment' region is updated and displays as expected.
Validate the [Currently in Treatment] exists.
Click [Currently in Treatment].
Validate a message is displayed stating: Change status to "Checked Out"? This action cannot be undone.
Click [Yes].
Validate the 'Checked Out' button is disabled.
Access the 'Scheduling Calendar' form.
Validate the appointment for "Client A" has been checked out.
Click [Dismiss].

Topics

• 'Coming In Today' widget • NX • Scheduling Calendar

AV-90489 Summary | Details

Avatar NX - 'Coming In Today' widget

Scenario 1: 'Coming In Today' widget - validate missed visit functionality

Specific Setup:

The 'Post Missed Visit Appointments Within Scheduling Calendar' registry setting is set to "YP".
The following fields must be populated in the 'Appointment Scheduling System Defaults' form: 'Inpatient Progress Note', 'Outpatient Progress Note', 'Note Type' and 'Reason For Correction (Progress Note)'.
The 'Coming in Today' widget must be configured on the user's myDay view.
A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view).
An appointment for a client must be created for the current date (Client A).

Steps

Navigate to the 'Coming In Today' widget.
Select the row for the existing appointment for "Client A".
Check "Yes" in the 'Missed Visit' field.
Validate 'Service Code' field is required.
Select the desired missed visit service code in the 'Service Code' field.
Enter any value in the 'Notes' field.
Navigate to the 'All Documents' view and back to the 'myDay' View.
Validate the previously entered details display as expected.
Uncheck the "Yes" in the 'Missed Visit' field.
Validate all fields are cleared and are disabled.
Check "Yes" in the 'Missed Visit' field.
Select the desired missed visit service code in the 'Service Code' field.
Enter any value in the 'Notes' field.
Click [File].
Validate a 'Confirmation' dialog is displayed stating: "File successful".
Click [OK].
Refresh the widget.
Validate the appointment for "Client A" displays as "Missed".
Click the 'Missed' button and click "No" on the validation message.
Validate details are retained and displayed as expected under the "Missed Visit" section.
Access the 'Scheduling Calendar' form.
Validate the 'Appointment Grid' contains the missed visit for "Client A".
Click [Dismiss].
Access the 'Client Ledger' form.
Enter "Client A" in the 'Client ID' field.
Select "All Episodes" in the 'Client/Episode/All Episodes' field.
Select "Simple" in the 'Ledger Type' field.
Select "Yes" in the 'Include Zero Charges' field.
Click [Process].
Validate the service has been posted for the missed visit.
Click [Dismiss] and close the form.
Select "Client A" and navigate the 'All Documents' view.
Select 'All Forms'.
Select the progress note form defined in the 'Appointment Scheduling System Defaults' form.
Validate a progress note was created for the missed visit.
Navigate to the 'Coming In Today' widget.
Select the missed visit appointment for "Client A".
Click [Missed].
Validate a 'Confirmation' dialog is displayed stating: "A missed visit was previously recorded for this appointment, do you want to delete the missed visit?"
Click [Yes].
Validate a 'Confirmation' dialog is displayed stating: "Change status to "Checked In"? This action cannot be undone."
Click [Yes].
Validate the appointment for "Client A" now displays as "Currently Checked In".
Access the 'Scheduling Calendar' form.
Validate the 'Appointment Grid' contains the checked in appointment for "Client A".
Click [Dismiss].
Access the 'Client Ledger' form.
Enter "Client A" in the 'Client ID' field.
Select "All Episodes" in the 'Client/Episode/All Episodes' field.
Select "Simple" in the 'Ledger Type' field.
Select "Yes" in the 'Include Zero Charges' field.
Click [Process].
Validate the service is no longer displayed.
Click [Dismiss] and close the form.
Select "Client A" and navigate the 'All Documents' view.
Click [Close All].
Refresh the 'All Documents' widget.
Select 'All Forms'.
Select the progress note form defined in the 'Appointment Scheduling System Defaults' form.
Validate the progress note is no longer displayed.

Topics

• All Documents Widget • 'Coming In Today' widget • NX • Scheduling Calendar

AV-90504 Summary | Details

OE NX - Orders This Episode - every Nth Day greater than 7 with Give Initial Dose Now

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

Frequency Code Setup
Orders This Episode

Scenario 1: OE NX - Every Nth Day order that is greater than 7 days and Give Initial Dose Now

Specific Setup:

A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Must have a frequency code that fits the following criteria: (Every 3 Weeks)
'Routine or PRN(As Needed)' = "Routine"
'One Time Only' = "No"
'Times/24 Hours' = "1"
'Interval Frequency' = "No"
'Daily Administration' = "Not Daily"
'Every Nth Day' = "21"
'OrderConnect Frequency Code' = "Every 3 Weeks"
'Hours of Administration' = "09:00 AM(06:00-11:30 AM)"
For testing purposes this test is being run after 09:00 AM.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select any pharmacy-type order code in the 'New Order' field.
Select "Every 3 Weeks" in the 'Frequency' field.
Validate the 'First Dose Date' field contains a date that is 21 days in the future.
Validate the 'First Dose Time' field contains "09:00 AM".
Validate the 'Start Date' field contains the current date.
Validate the 'Start Time' field contains the current time.
Click 'Give Initial Dose Now' [Yes].
Validate the 'First Dose Date' field contains the current date.
Validate the 'First Dose Time' field contains the current time rounded up to the nearest half hour or hour.
Validate the 'Start Date' field contains the current date, same as the 'First Dose Date' field.
Validate the 'Start Time' field contains the current time rounded up to the nearest half hour or hour, same as the 'First Dose Time' field.
Populate all remaining required fields and click [Add to Scratchpad] and [Final Review].
An 'Interactions' dialog may be displayed.
Override all interactions and click [Save Override and Exit]
Validate the 'Final Review' dialog is displayed.
Select "None" in the 'Output' field and click [Sign].
Validate the order is displayed in the 'Order grid'.

Scenario 2: OE NX - Every Nth Day order that is greater than 7 days and Give Initial Dose Now with back dated Start and Stop Dates/Times

Specific Setup:

A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Must have a frequency code that fits the following criteria: (Every 3 Weeks)
'Routine or PRN(As Needed)' = "Routine"
'One Time Only' = "No"
'Times/24 Hours' = "1"
'Interval Frequency' = "No"
'Daily Administration' = "Not Daily"
'Every Nth Day' = "21"
'OrderConnect Frequency Code' = "Every 3 Weeks"
'Hours of Administration' = "09:00 AM(06:00-11:30 AM)"
For testing purposes this test is being run after 09:00 AM.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select any pharmacy-type order code in the 'New Order' field.
Select "Every 3 Weeks" in the 'Frequency' field.
Validate the 'First Dose Date' field contains a date that is 21 days in the future.
Validate the 'First Dose Time' field contains "09:00 AM".
Validate the 'Start Date' field contains the current date.
Validate the 'Start Time' field contains the current time.
Set the 'Start Date' field to a value that is forty days in the past.
Set the 'Start Time' field to "06:00 AM".
Click 'Give Initial Dose Now' [Yes].
Validate the 'First Dose Date' field contains the current date.
Validate the 'First Dose Time' field contains the current time rounded up to the nearest half hour or hour.
Validate the 'Start Date' field contains the current date, same as the 'First Dose Date' field.
Validate the 'Start Time' field contains the current time rounded up to the nearest half hour or hour, same as the 'First Dose Time' field.
Validate that the 'Stop Date' field contains a value that is after the 'Start Date'.
Validate that the 'Stop Time' field contains a time that is one minute prior to the 'Start Time'.
Populate all remaining required fields and click [Add to Scratchpad] and [Final Review].
An 'Interactions' dialog may be displayed.
Override all interactions and click [Save Override and Exit]
Validate the 'Final Review' dialog is displayed.
Select "None" in the 'Output' field and click [Sign].
Validate the order is displayed in the 'Order grid'.

Topics

• NX • Order Entry Console

AV-90573 Summary | Details

Admission - Client Search

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

Admission
MPI Search

Scenario 1: Admitting an existing client with 'Master Patient Index' enabled

Specific Setup:

'Master Patient Index' must be enabled and configured. Please note: this must be done by a Netsmart Representative.
A client with a long name is defined (Client A).

Steps

Access the 'Admission' form.
Validate the 'Select Client' dialog exists.
Populate the 'First Name' and 'Last Name' fields associated with "Client A".
Select any value from the 'Sex' field.
Click [Search].
Validate the 'Search Results' dialog displays the expected results.
Click [New Client].
Validate a 'Master Patient Index Search' dialog displays.
Enter the same value used in the previous steps in the 'Last Name' field.
Enter the same value used in the previous steps in the 'First Name' field.
Select the same value used in the previous steps from the 'Sex' field.
Click [Search].
Validate the 'MPI Search Results' dialog displays and there is no data overlap.
Click [Add New Client].
Enter the current date in the 'Preadmit/Admission Date' field.
Enter the current time in the 'Preadmit/Admission Time' field.
Select any outpatient program from the 'Program' field.
Select "First Admission" from the 'Type Of Admission' field.
Enter the practitioner associated to the logged in user in the 'Admitting Practitioner' field.
Click [Submit].
Clear the client.
Access the 'Admission' form.
Populate the 'First Name' and 'Last Name' fields associated with "Client A".
Select previously set value from the 'Sex' field.
Click [Search].
Validate the 'Search Results' dialog displays matching results and there is no data overlap.
Click [Cancel].

Topics

• Client Search • NX

AV-90603 Summary | Details

Avatar NX - Clinical Document Viewer

Scenario 1: Clinical Document Viewer - "Void & Copy" documents

Specific Setup:

Perceptive is enabled.
In "User Definition", validate user has permissions to void documents.
The entity being tested must have imported or scanned documents on file.

Steps

Access the 'Clinical Document Viewer' form.
Select the desired entity in the "Entity Type field".
Select "Individual" in the 'Select All or Individual' entity field.
Select the desired entity (Client ID, Staff ID, Family ID, etc).
Click [Process].
Select a document and view it.
Click [Void] and then [Void & Copy].
Validate 'Form Type' & 'Change Description' displays as expected for the selected document.
Select a target entity to copy the document to.
If the entity is a client, select the desired episode in the 'Select Episode' field.
Click [Void].
Validate the document list now has a Status of "Void" for the original document.
Select the "Search" section.
Select the target entity.
Click [Process].
Validate the copied document is now in the document list for this entity.
View the copied document and validate it displays as expected.
Click [Void] and then [Void & Copy].
Validate 'Form Type' & 'Change Description' displays as expected for the selected document.
Click [Cancel Void].
Click [Close All Documents].
Select the "Search" section.
Click [Close].

Topics

• Clinical Document Viewer • NX

AV-90652 Summary | Details

Avatar NX - Remittance Posting

Internal Test Only

Topics

• NX • Remittance Processing Widget

AV-90705 Summary | Details

Avatar NX - Remittance Posting

Internal Test Only

Topics

n/a

AV-90936 Summary | Details

Avatar NX - Remittance Posting

Internal Test Only

Topics

n/a

AV-90938 Summary | Details

Avatar NX - Remittance Posting

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

Client Ledger
Remittance Processing Widget

Scenario 1: Remittance Processing Widget - Validating ability to scroll or load info after filter when remittance grid contains large volume of rows

Specific Setup:

Home View:
The 'Remittance Processing' widget is added in the home view.
Registry Setting:
The registry setting ‘Prevent Posting Payments Unless Payment has been Acknowledged’ contains value ‘7’.
Posting/Adjustment Codes Definition:
The following posting codes are identified to be used.
Payment:
Payment – Check – 100 (Credit)
Payment – Cash – 101 (Credit)
Payment – Other – 102 (Credit)
Adjustment:
Administrative Discount – 380 (Credit)
Transfer:
Transfer - Standard Override - Credit– 200 (Credit)
Admission:
An existing client is identified or a new client is admitted. Note the client id/name, episode number, admission program.
Guarantors/Payors:
An existing guarantor is identified or a new guarantor is created to assign to the client. Note the guarantor code/name.
Financial Eligibility:
The guarantor identified above is assigned to the client.
Recurring Client Charge Input:
5-6 services are rendered to the client. Note the service start/ end date and service code used.
Client Ledger:
The services are distributed to the guarantor assigned to the client in the financial eligibility record.
Create Interim Billing Batch:
An interim billing batch is created to cover all the services rendered to the identified client.
Electronic Billing:
All the services included in this interim billing batch file are claimed. Note the claim numbers.

Steps

Locate to the 'Remittance Processing' widget on the home view.
Select 'Create Batch' in the 'Action for Batch' field.
Enter a description in the 'Description' field. Note the batch description.
Select desired interim billing batch from the 'Interim Batch Number' field.
Enter desired date in the 'Posting Date' field.
Enter desired date in the 'Receipt Date' field.
Enter desired date in the 'Deposit Date' field.
Select all other fields as required.
Navigate to 'Remittance Details' section.
Verify the batch loads and the row data scroll down on the rows.
Scroll down the rows.
Verify the user is able to scroll down.
Click filter icon.
Select a claim number.
Click [Apply Filter]
Verify the grid reloads with the correct data.
Click filter icon.
Clears the filters.
Verify the grid reloads with the correct data.
Scroll down on the rows.
As you scroll down the rows don't repeat.
Verify the grid appears to scroll normally.
Go to the batch tab.
Select 'Edit Batch' option.
Select desired batch to edit.
Go to the 'Remittance Details' tab.
Verify the tree grid reloads with the correct data.

Topics

• NX • Remittance Processing

AV-90953 Summary | Details

Treatment Plan - 'Assigned Services' grid

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

Specific Setup:

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

Steps

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

Topics

• NX • Treatment Plan

AV-91031 Summary | Details

Avatar NX - View Definition

Scenario 1: Avatar NX - "View Definition" functionality validations

Specific Setup:

Have two views defined in the 'View Definition' form that each contain one or more widgets on the view (View A and View B).
"View B" must have customization disabled through the 'View Definition' form.
A user must be defined and have both "View A" and "View B" on their myDay view (User A).
"User A" must have access to the 'View Definition' form.
Must be logged in as "User A".

Steps

Access the 'View Definition' form.
Click [Select View].
Select "View A" in the 'Select Views' field.
Click [Launch View Designer].
Validate the widgets display as expected.
Drag and drop widgets between the 'Available Widgets' and 'Assigned Widgets' columns.
Validate widgets are moved as expected.
Drag and drop a widget from the 'Assigned Widgets' and the widget layout view area.
Validate the widget is moved successfully.
Click [Include Client Information header in view].
Click [Submit] and submit the form.
From the 'myDay' view, navigate to "View B" and click back to "View A".
Validate the 'Client Information' header is aligned with the widgets.
Close the sidebar.
Validate the view resizes and the 'Client Information' header aligns with the widgets.
Open the sidebar.
Validate the view resizes and the 'Client Information' header aligns with the widgets.
Select the 'My Activity' menu.
Select the 'Customize Toggle' button so that it is enabled.
Validate the view resizes and the 'Client Information' header aligns with the widgets.
Validate the fields inside the widgets are disabled and cannot be interacted with.
Select the 'View/Add Widgets' tab and click [Reload View] and [Yes].
Validate layout reflects changes done in the 'View Definition' form.
While in 'Customize View', remove one or more widgets from the view.
From the right side panel, drag-and-drop them back to the layout.
Validate the widget is returned to the layout as expected.
Select "View B" and validate the 'Customize Toggle' is disabled.
Select the 'Customize Toggle' button to ensure it is still disabled.
Verify the 'Reload Menu' button exists.
Close the menu.
Validate the view resizes and the 'Client Information' header aligns with the widgets.

Topics

• NX • View Definition • Widgets

AV-91127 Summary | Details

Spreadsheet Remittance Posting

Scenario 1: Remittance Processing widget - Validate adding a new transaction row for the claim/main line, search component, treegrid

Specific Setup:

Home View:
The 'Remittance Processing' widget is added in the home view.
Registry Setting:
The registry setting ‘Prevent Posting Payments Unless Payment has been Acknowledged’ contains value ‘7’.
Posting/Adjustment Codes Definition:
The following posting codes are identified to be used.
Payment:
Payment – Check – 100 (Credit)
Payment – Cash – 101 (Credit)
Payment – Other – 102 (Credit)
Adjustment:
Administrative Discount – 380 (Credit)
Transfer:
Transfer - Standard Override - Credit– 200 (Credit)
Admission:
An existing client is identified or a new client is admitted. Note the client id/name, episode number, admission program.
Guarantors/Payors:
An existing guarantor is identified or a new guarantor is created to assign to the client. Note the guarantor code/name.
Financial Eligibility:
The guarantor identified above is assigned to the client.
Posting/Adjustment Codes Definition:
A payment posting code is set up to exclude guarantors' for the client's liability guarantor. Note the code/description.
An additional payment posting code is to not exclude the client's liability guarantor. Note the code/description.
Recurring Client Charge Input:
5-6 services are rendered to the client. Note the service start/ end date and service code used.
Client Ledger:
The services are distributed to the guarantor assigned to the client in the financial eligibility record.
Quick Billing Rule Definition:
The 'Quick Billing Rule Definition' is created such that it covers the service code, program, guarantor and bill type.
Quick Billing:
The quick billing batch created. Note quick billing batch number for later use.

Steps

Locate to the 'Remittance Processing' widget on the home view.
Locate to the 'Batch' section.
Select ‘Create' in the 'Action for Batch' field.
Enter desired description of the batch.
Select the interim billing batch created above in the ‘Interim Batch Number’ field.
Select desired ‘Receipt Date’.
Enter desired ‘Deposit Date’.
Enter desired ‘Posting Date’.
Click [Save Batch].
Select 'Edit Batch' in the 'Action for Batch' field.
Verify the 'Interim Batch Number' field is disabled.
Select the remittance batch created in the setup section which is tied to the interim billing batch
Verify the 'Posting Date' field is auto populated.
Verify the 'Receipt Date' field is auto populated.
Verify the 'Deposit Date' field is auto populated.
Select all other fields as required.
Navigate to 'Remittance Details' section.
Verify the 'Client' cell is auto populated with the client included in the interim billing batch selected in the 'Batch' section.
Verify the 'EP #' cell is auto populated with the episode number of the client included in the interim billing batch selected in the 'Batch' section.
Verify the 'GuarID' cell is auto populated with the guarantor assigned to client included in the interim billing batch selected in the 'Batch' section.
Verify the 'StartDate' cell is auto populated with the first date of the service rendered to the client included in the interim billing batch selected in the 'Batch' section.
Verify the 'EndDate' cell is auto populated with the last date of the service rendered to the client included in the interim billing batch selected in the 'Batch' section.
Locate a row with client/claim information.
Verify the button from column "Add service info" is functional.
Click [add service info].
Verify a service row is added below the main row, and above it's nested table.
Click more times on the button.
A new row is added every time the button is clicked.
Add payment, adjustment and transfer transaction to desired service.
Click [Save and Exit].
Click [Post Batch].
Validate that the remittance post successfully.

Topics

• NX • Remittance Processing Widget

AV-91143 Summary | Details

Console Widget

Scenario 1: Scheduling Calendar - Delete Individual and Group Appointments

Specific Setup:

A client has an existing appointment scheduled (Client A).

Steps

Access the 'Scheduling Calendar' form.
Validate the 'Appointment Grid' contains the appointments for "Client A" and "Group A".
Right click on the appointment for "Client A" and click [Delete].
Validate a "Delete Appointment" dialog is displayed stating: Are you sure?
Click [Yes].
Validate the 'Appointment Grid' no longer contains the appointment for "Client A".
Click [Dismiss].

Topics

• NX • Scheduling Calendar

AV-91285 Summary | Details

Avatar NX - Remittance Posting

Scenario 1: Remittance Processing widget - Validate adding a new transaction row for the claim/main line, search component, treegrid

Specific Setup:

Home View:
The 'Remittance Processing' widget is added in the home view.
Registry Setting:
The registry setting ‘Prevent Posting Payments Unless Payment has been Acknowledged’ contains value ‘7’.
Posting/Adjustment Codes Definition:
The following posting codes are identified to be used.
Payment:
Payment – Check – 100 (Credit)
Payment – Cash – 101 (Credit)
Payment – Other – 102 (Credit)
Adjustment:
Administrative Discount – 380 (Credit)
Transfer:
Transfer - Standard Override - Credit– 200 (Credit)
Admission:
An existing client is identified or a new client is admitted. Note the client id/name, episode number, admission program.
Guarantors/Payors:
An existing guarantor is identified or a new guarantor is created to assign to the client. Note the guarantor code/name.
Financial Eligibility:
The guarantor identified above is assigned to the client.
Posting/Adjustment Codes Definition:
A payment posting code is set up to exclude guarantors' for the client's liability guarantor. Note the code/description.
An additional payment posting code is to not exclude the client's liability guarantor. Note the code/description.
Recurring Client Charge Input:
5-6 services are rendered to the client. Note the service start/ end date and service code used.
Client Ledger:
The services are distributed to the guarantor assigned to the client in the financial eligibility record.
Quick Billing Rule Definition:
The 'Quick Billing Rule Definition' is created such that it covers the service code, program, guarantor and bill type.
Quick Billing:
The quick billing batch created. Note quick billing batch number for later use.

Steps

Locate to the 'Remittance Processing' widget on the home view.
Locate to the 'Batch' section.
Select ‘Create' in the 'Action for Batch' field.
Enter desired description of the batch.
Select the interim billing batch created above in the ‘Interim Batch Number’ field.
Select desired ‘Receipt Date’.
Enter desired ‘Deposit Date’.
Enter desired ‘Posting Date’.
Click [Save Batch].
Select 'Edit Batch' in the 'Action for Batch' field.
Verify the 'Interim Batch Number' field is disabled.
Select the remittance batch created in the setup section which is tied to the interim billing batch
Verify the 'Posting Date' field is auto populated.
Verify the 'Receipt Date' field is auto populated.
Verify the 'Deposit Date' field is auto populated.
Select all other fields as required.
Navigate to 'Remittance Details' section.
Verify the 'Client' cell is auto populated with the client included in the interim billing batch selected in the 'Batch' section.
Verify the 'EP #' cell is auto populated with the episode number of the client included in the interim billing batch selected in the 'Batch' section.
Verify the 'GuarID' cell is auto populated with the guarantor assigned to client included in the interim billing batch selected in the 'Batch' section.
Verify the 'StartDate' cell is auto populated with the first date of the service rendered to the client included in the interim billing batch selected in the 'Batch' section.
Verify the 'EndDate' cell is auto populated with the last date of the service rendered to the client included in the interim billing batch selected in the 'Batch' section.
Locate a row with client/claim information.
Verify the button from column "Add service info" is functional.
Click [add service info].
Verify a service row is added below the main row, and above it's nested table.
Click more times on the button.
A new row is added every time the button is clicked.
Add payment, adjustment and transfer transaction to desired service.
Click [Save and Exit].
Click [Post Batch].
Validate that the remittance post successfully.

Topics

• NX • Remittance Processing Widget

AV-82157 Summary \| Details Avatar NX - 'Allergies and Hypersensitivities' Scenario 1: Allergies and Hypersensitivities - Add/Edit Allergies Specific Setup: A client must have an active episode. (Client A) Steps Select "Client A" and access the 'Allergies and Hypersensitivities' form. Select "No" in the 'Known Medication Allergies' field. Select "No" in the 'Known Food Allergies' field. Click [Update]. Validate the 'Allergies and Hypersensitivities' grid is displayed. Click [New Row]. Validate the current date displays as expected in the 'Date Recorded' field. Search for and select any value in the 'Allergen/Reactant' field. Enter the desired date in the 'Date Recognized' field. Double click on 'Status' field and validate that the 'Status' dialog opens within the view. Select "Active" in the 'Status' field. Select any value in the 'Reaction Severity' field. Click [Save] and [Submit]. Select "Client A" and access the 'Allergies and Hypersensitivities' form. Click [Update]. Validate the 'Allergies and Hypersensitivities' grid contains the allergy filed in the previous steps. Select the record and click [Delete Row]. Validate dialog stating "Allergies that have been saved previously cannot be deleted. Please update the 'Status' as appropriate." Click [Ok]. Select "Inactive" in the 'Status' field. Click [Save] and [Submit]. Select "Client A" and access the 'Allergies and Hypersensitivities' form. Click [Update]. Validate the 'Allergies and Hypersensitivities' grid contains the allergy with the "Inactive" status. Click [New Row]. Validate the current date displays as expected in the 'Date Recorded' field. Search for and select any value in the 'Allergen/Reactant' field. Enter the desired date in the 'Date Recognized' field. Select "Active" in the 'Status' field. Select any value in the 'Reaction Severity' field. Click [Delete Row]. Click [Yes] and validate the newly added row is deleted. Click [Close/Cancel]. Validate the 'Allergies and Hypersensitivities' grid contains the allergy with the "Inactive" status. Click [Close/Cancel] and close the form.	Topics • Allergies and Hypersensitivities • NX
AV-82529 Summary \| Details Treatment Plan - Plan Participants Scenario 1: 'Treatment Plan' - file a draft Specific Setup: A client must be enrolled in an existing episode (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). Steps Select "Client A" and access the 'Treatment Plan' form. Click [Plan Date T]. Validate the correct date is displayed in the 'Plan Date' field. Select the desired value in the 'Plan Type' field. Set the desired value in 'Plan Name'. Select "Draft" in the 'Treatment Plan Status' field. Populate any desired problems in the 'Problems' grid. Populate any desired participant in the 'Plan Participants' grid. Populate any desired value in other fields. Click [Submit]. Select "Client A" and access the 'Treatment Plan' form. Validate previously saved details display as expected. Validate the 'Problems' grid displays the problems as expected. Validate the 'Plan Participants' grid displays the participant details as expected. Click [Notes]. Enter any value containing special characters in the 'Notes' field. Click [File Note]. Click [Notes (1)]. Validate the note displays as expected. Click [Cancel]. Close the form.	Topics • All Documents Widget • NX • Treatment Plan
AV-83098 Summary \| Details Avatar NX - Document Capture Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Document Capture Clinical Document Viewer Document Capture Scenario 1: Document Capture Avatar NX: Validation of Import/Save/Retrieve/View Specific Setup: Perceptive must be enabled. A client must be enrolled in an existing episode (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). Steps Select "Client A". Open the 'Client's Dashboard'. Click the 'Document Capture' icon. Click [Import]. Select the desired episode from the 'Select Episode' field. Click [OK]. Validate the 'Document Capture' opens in a separate window and displays as expected. Select any value in the 'Document Type' field. Enter any value in the 'Document Description' field. Click [Capture]. Click [Browse]. Browse to the location of the file to be imported. Click [Open]. Click [Done]. Click [Save]. Validate the document was successfully saved. Click [Close Document Capture]. Close the 'Client Dashboard' and navigate to the 'All Documents' view. Validate the document displays as expected in the 'Console Widget Viewer'. Scenario 2: Client Document Capture - Validation Specific Setup: Perceptive storage method must be utilized. A client must be enrolled in an existing episode (Client A). A document must exist for import. Steps Access the 'Client Document Capture' form. Enter "Client A" in the 'Client ID' field. Select any episode for the 'Episode Number' field. Click [Launch POS Capture]. Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?" Click [Import]. Validate the 'Document Capture' opens in a new window. Select any value in the 'Document Type' field. Enter any value in the 'Document Description' field. Click [Capture] and [Browse]. Locate the file to be imported and click [Open] and [Done]. Validate the image displays. Click [Save]. Validate a message stating: "Save Was Successful." and "Document Added to Avatar!" Close the form. Access the undocked 'Clinical Document Viewer' form. Validate the form opens in a new window. Select "Client" in the 'Select Type' field. Select "Individual" in the 'Select All or Individual Client' field. Enter "Client A" in the 'Select Client' field. Select the episode from the previous steps in the 'Episode' field. Click [Process]. Locate and select the document that was saved in the previous steps. Validate the image displays. Click [Close All Documents], [Search] and [Close]. Scenario 3: Undocked 'Client Document Capture' Specific Setup: A client must be enrolled in an existing episode (Client A). A document must exist for import. Steps Access the undocked 'Client Document Capture' form. Enter "Client A" in the 'Client ID' field. Select any episode for the 'Episode Number' field. Click [Launch POS Capture]. Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?" Click [Import]. Validate the 'Document Capture' opens in a new window. Select any value in the 'Document Type' field. Enter any value in the 'Document Description' field. Click [Capture] and [Browse]. Locate the file to be imported and click [Open] and [Done]. Validate the image displays. Click [Save]. Validate a message stating: "Save Was Successful." and "Document Added to Avatar!" Access the undocked 'Clinical Document Viewer' form. Validate the form opens in a new window. Select "Client" in the 'Select Type' field. Select "Individual" in the 'Select All or Individual Client' field. Enter "Client A" in the 'Select Client' field. Select the episode from the previous steps in the 'Episode' field. Click [Process]. Locate and select the document that was saved in the previous steps. Validate the image displays. Click [Close All Documents], [Search] and [Close]. Access the open undocked 'Client Document Capture' form. Click [Launch POS Capture]. Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?" Click [Import]. Validate the 'Document Capture' opens in a new window. Navigate back to the undocked 'Client Document Capture' form. Click [Discard] and [Yes]. Validate the undocked windows all close.	Topics • Console Widget • Document Scan/Import • NX
AV-83284 Summary \| Details Avatar NX - AR Console Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Diagnosis Scenario 1: AR Console - Validating if sorting persists for the AR Console table Specific Setup: Note the tester's 'User Definition', 'User Description'. Registry Setting: Set the 'Avatar PM->Billing->Accounts Receivable Management->->->Enable Accounts Receivable Management Functionality' registry setting to "Yes". Accounts Receivable functionality has been defined. Guarantors/Payors: An existing guarantor is identified to be used. Note the guarantor code/name. Service codes: An existing service code is identified to be used. Note the service code/description. Service Fee/ Cross Reference Maintenance: A fee definition is created for the service code identified in the ' Service Codes' form. Admission: An existing client is identified or a new client is admitted. Note client id, admission program, admission date. Financial Eligibility: A guarantor identified in the 'Guarantors/Payors' form is assigned to the client as a primary guarantor. Recurring Client Charge Input: 3-5 services are rendered to the client. Note service date, service code. Client Ledger: The service distributed correctly to the assigned guarantor. Electronic Billing: All the services are claimed. Note the claim numbers. Use ‘AR Console User Defaults’ to give the tester access to the following: First initial of the client's last name. Admission program Guarantor the claim liability distributed to. Use ‘System Task Scheduler’ to process the ‘Auto AR Batch’ after the claims were created. Steps Locate to the AR Console widget. Check one of the box in the 'Clients with Last Name Initials'. Click [Search]. Verify the system displays the information in the table correctly. Press CTRL+A. Verify it selects all the check boxes. Sort the 'Client' column descending. Verify that clients are successfully sorted to descending. Select the 'Claim Follow-Up Entry' tab. Verify it successfully navigates to the 'Claim Follow-up Entry' tab. Navigate back to the 'AR List' tab. Client sorting correctly persist how it was set up. From the side search, open the 'Diagnosis' form. Select a desired client successfully. Navigates to the main 'Diagnosis' form. Click [New Row] 4-5 times. Verify 4-5 rows are added successfully. Sort one of the columns so that the order differs from how it originally is and make note of how its sorted. Navigate out of the form. Navigate to the AR Console View. Verify the sorting persisted from the prior test. In the Open Forms tab, open back up the 'Diagnosis' form. Verify system successfully opens back up the 'Diagnosis' form. The filter does persist for that specific table.	Topics • Accounts Receivable Management • NX
AV-84831 Summary \| Details Avatar NX - myDay view Scenario 1: Search Explorer - What Can I Help You Find: Search for Client / Advanced Client Search / Form Menu Tree structure Specific Setup: A client must be enrolled in an existing episode (Client A). A user must have a myDay view without any widgets or the 'Client Information' header (User A). Steps Log in as "User A". Validate the myDay view displays as expected. Enter the desired value in the 'What can I help you find?' field. Validate the search results display as expected. Access the desired form. Validate the form opens and displays as expected. Click [Advanced Client Search]. Populate the fields corresponding to "Client A". Click [Search]. Validate "Client A" displays as expected. Click [Close]. Select "Client A" and access the desired form. Populate the required and desired fields. Click [Submit]. Validate the form files successfully.	Topics • Client Search • NX
AV-84893 Summary \| Details Tasklist Internal Test Only	Topics • Task List
AV-85038 Summary \| Details Avatar NX - Disclosure Management Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Disclosure Management Scenario 1: Disclosure Management - Form Validations Specific Setup: In the 'View Attachment Types' field on the 'Disclosure Management Configuration' form, select various modeled and product form type attachments to include for requesting and authorizing document images for disclosure. In the product and modeled forms selected in the previous step, have documents generated for a client in multiple episodes (Client A). The 'Sort Episodes by Admission Date' registry setting must be enabled. Steps Select "Client A" and access the 'Disclosure Management' form. Enter a date in the 'Request Date' field. Enter a date in the 'Request Information Start Date' field. Enter a date in the 'Request Information End Date' field. In the 'Requested Episode(s)' field, validate all episodes are listed and displayed in a readable format. Select the desired episodes to include. Click [Apply Filter to Document Images]. Select the desired items in the 'Requested Chart Items' field. Select the desired documents in the 'Requested Document Images' field. Select the desired value from the 'Purpose of Disclosure' field. Enter an organization name in the 'Organization' field. Go to the 'Authorization' section. Select "Yes" in the 'Signed Authorization On File' field. Enter a date in the 'Authorization Start Date' field. Enter a date in the 'Authorization End Date' field. Validate all episodes are listed and displayed in a readable format in the 'Authorization Episode(s)' field. Select desired episodes to include in the 'Authorization Episode(s)' field. Click [Update Chart Items Authorized For Disclosure]. Validate all items are set to "Yes" in the 'Authorized' field. Click [Save]. Click [Refresh Chart Items]. Click [Apply Filter to Document Images]. Click [Update Document Images Authorized for Disclosure]. Validate all items are set "Yes" in the 'Authorized' field. Click [Save]. Click [Refresh Document Images]. Go to the 'Disclosure' section. Enter a date in the 'Disclosure Date' field Enter a time in the 'Disclosure Time' field. Select "Electronic" in the 'Disclosure Method' field. Click [Process]. Validate the items list in the 'Disclosure Management' panel are as expected. Select the item and click [View]. Validate the documents displays as expected. Click [Disclose]. Validate the disclosure displays as expected and 'Save' displays. Click [Save]. Validate a 'Confirm' dialog stating: "Save PDF on your computer?" and click [OK]. Validate the file downloads. Validate a 'Disclosure' dialog stating: "Once this Disclosure Management record is filed with a Disclosure Date entered it will no longer be available for edit. This record will be available to view and print items." and click [Cancel]. Validate a dialog stating: "Filing cancelled." and click [OK]. Click [Save]. Validate a 'Confirm' dialog stating: "Save PDF on your computer?" and click [Cancel]. Validate nothing downloads. Validate a 'Disclosure' dialog stating: "Once this Disclosure Management record is filed with a Disclosure Date entered it will no longer be available for edit. This record will be available to view and print items." and click [OK]. Validate the form closes.	Topics • Disclosure • NX
AV-85863 Summary \| Details Avatar NX - Form Sections Scenario 1: User Modeled Form - "Client" Entity Specific Setup: A modeled form must be defined (Form A). "Form A" must have two sections with the same name (Section A and Section B). "Form A" must have "New Entity(/Episode) ReEntry" selected in the 'Re-Enter Form?' field of 'Form Definition'. A client must be enrolled in an existing episode (Client A). Steps Select "Client A" and access "Form A". Validate the user is on "Section A". Navigate to "Section B" and validate "Section B" is selected. Switch between "Section A" and "Section B". Populate all required and desired fields. Click [Submit]. Validate a 'Form Return' dialog stating: "Form A has completed. Do you wish to return to form?" Click [No]. Validate the user is taken back to the myDay view and "Client A" is in context. Click [Clear Client]. Access "Form A". Enter and select "Client A" in the 'Select Client' field. Click [Add]. Populate all required and desired fields. Click [Submit]. Validate a 'Form Return' dialog stating: "Form A has completed. Do you wish to return to form?" Click [No]. Validate the user is taken back to the myDay view and "Client A" is in context. Click [Clear Client]. Select "Client A" and access "Form A". Click [Add]. Populate all required and desired fields. Click [Submit]. Validate a 'Form Return' dialog stating: "Form A has completed. Do you wish to return to form?" Click [Yes]. Validate the user is taken to the 'Select Client' pre-display. Enter and select "Client A" in the 'Select Client' field. Click [Add]. Populate all required and desired fields. Click [Submit]. Validate a 'Form Return' dialog stating: "Form A has completed. Do you wish to return to form?" Click [Yes]. Validate the user is taken to the 'Select Client' pre-display. Click [Cancel]. Validate the user is taken back to the myDay view and "Client A" is not in context.	Topics • Modeling • NX • RADplus Utilities
AV-86020 Summary \| Details Avatar NX - Drop-down Selection Boxes 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). Steps Access the 'Progress Notes (Group and Individual)' form. Select "Client A". Select the desired episode and validate there is no overlap. Navigate to the myDay view. Select the 'Progress Notes (Groups and Individuals)' form tab. Select the 'Episode' field and validate the field does not overlap on other fields. Select "Independent Note" in the 'Progress Note For' field. Select the 'Note Type' field and validate the field does not overlap on other fields. Navigate to the myDay view. Select the 'Progress Notes (Groups and Individuals)' form tab. Select the 'Note Type' field and validate the field does not overlap on other fields. Enter any value in the 'Notes' field. Select desired input for other mandatory fields. Select "Final" in the 'Draft/Final' field. Validate the 'Notes' field contains the previously entered value. Click [Submit Note]. Validate a 'Confirm Document' dialog is displayed. Validate the user is unable to print the note. Click [Accept]. Enter the password associated with the logged in user and click [Verify]. Validate a 'Progress Notes' dialog stating: "Note Filed." and click [OK]. Close the form. Select "Client A" and navigate to the 'All Documents' view. Select 'All Forms'. Select "Progress Notes (Group and Individual)" from the 'Form Description' field. Validate the note from the previous steps is present and select it. Validate the progress note displays as expected in the 'Console Widget Viewer'.	Topics • All Documents Widget • Document Routing • NX • Progress Notes (Group And Individual)
AV-86046 Summary \| Details Avatar NX - Registry Settings Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Chrome Browser Window Registry Settings (PM) Scenario 1: Validate registry setting "User Defined Online Documentation" functionality Specific Setup: User should have access to the 'Registry Settings' form. Steps Access the 'Registry Settings' form. Enter "User Defined Online Documentation" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Populate the desired webpage 'Name' and 'URL' in the given format: 'Google,http://www.google.com' in the 'Registry Setting Value' field. Click [Submit] and click [No]. Logout. Login and access the 'User Menu'. Validate the populated URL link is displayed at the bottom of the list as ['Name' Wiki]. Click ['Name' Wiki]. Validate the URL entered in the previous steps launches and displays as expected.	Topics • NX • Registry Settings
AV-86364 Summary \| Details Avatar NX - Form Designer Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Admission Assessment (MD) Form Designer (CWS) Scenario 1: Form Designer - Admission Assessment (MD) Specific Setup: 'Form Designer' and 'Admission Assessment (MD)' forms form must be accessible. A client must be enrolled in an episode (Client A). The logged in user must have lengthy text containing a special character (Text A). Steps Access the 'Form Designer' form. Select "Admission Assessment (MD)" from the 'Select' field. Select "Medical History" from the 'Section' field. Click [Show Sections]. Find and select the 'Medical History Description' field. Enter "Text A" in the 'General - Text' field. Click [Save]. Validate a 'Save layout?' dialog stating: "Are you sure you wish to save your changes?" Click [Yes]. Validate a 'Confirm' dialog stating: "Form Saved." and click [OK]. Submit the form. Select "Client A" and access the 'Admission Assessment (MD)' form. Navigate to the 'Medical History' section. Validate "Text A" displays as expected. Close the form. Access the 'Form Designer' form. Select "Admission Assessment (MD)" from the 'Select' field. Select "Medical History" from the 'Section' field. Click [Show Sections]. Navigate to the field from the previous steps and select it. Enter "Medical History Description" in the 'General - Text' field. Click [Save]. Validate a 'Save layout?' dialog stating: "Are you sure you wish to save your changes?" Click [Yes]. Validate a 'Confirm' dialog stating: "Form Saved." and click [OK]. Submit the form. Select "Client A" and access the 'Admission Assessment (MD)' form. Navigate to the 'Medical History' section. Validate the previously edited field displays as expected. Populate all required and desired fields and submit the form. Select "Client A" and access the 'Admission Assessment (MD)' form. Validate the data populated in the previous steps displays as expected. Close the form.	Topics • Form Designer • NX • Progress Notes (Group And Individual) • Treatment Plan
AV-86663 Summary \| Details eMAR NX Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: eMAR Orders This Episode Scenario 1: eMAR NX - Navigate to eMAR to Complete - 'Default Value for Console View Episodes' set to "1". Steps This prepares the system for future eMARNX / Task List functionality.	Topics • eMAR NX • NX • Task List
AV-87766 Summary \| Details Avatar NX - Support for iCarol Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: iCarol Interface Configuration Scenario 1: iCarol Interface Configuration - Form Validation Steps Internal testing only.	Topics • NX
AV-88688 Summary \| Details Allergies and Hypersensitivities - 'Date Recorded' field Scenario 1: Allergies and Hypersensitivities - Add/Edit Allergies Specific Setup: A client must have an active episode. (Client A) Steps Select "Client A" and access the 'Allergies and Hypersensitivities' form. Select "No" in the 'Known Medication Allergies' field. Select "No" in the 'Known Food Allergies' field. Click [Update]. Validate the 'Allergies and Hypersensitivities' grid is displayed. Click [New Row]. Validate the current date displays as expected in the 'Date Recorded' field. Search for and select any value in the 'Allergen/Reactant' field. Enter the desired date in the 'Date Recognized' field. Double click on 'Status' field and validate that the 'Status' dialog opens within the view. Select "Active" in the 'Status' field. Select any value in the 'Reaction Severity' field. Click [Save] and [Submit]. Select "Client A" and access the 'Allergies and Hypersensitivities' form. Click [Update]. Validate the 'Allergies and Hypersensitivities' grid contains the allergy filed in the previous steps. Select the record and click [Delete Row]. Validate dialog stating "Allergies that have been saved previously cannot be deleted. Please update the 'Status' as appropriate." Click [Ok]. Select "Inactive" in the 'Status' field. Click [Save] and [Submit]. Select "Client A" and access the 'Allergies and Hypersensitivities' form. Click [Update]. Validate the 'Allergies and Hypersensitivities' grid contains the allergy with the "Inactive" status. Click [New Row]. Validate the current date displays as expected in the 'Date Recorded' field. Search for and select any value in the 'Allergen/Reactant' field. Enter the desired date in the 'Date Recognized' field. Select "Active" in the 'Status' field. Select any value in the 'Reaction Severity' field. Click [Delete Row]. Click [Yes] and validate the newly added row is deleted. Click [Close/Cancel]. Validate the 'Allergies and Hypersensitivities' grid contains the allergy with the "Inactive" status. Click [Close/Cancel] and close the form.	Topics • Allergies and Hypersensitivities • NX
AV-88893 Summary \| Details Avatar NX - Treatment Plan Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Treatment Plan Treatment Plan - Problems grid Scenario 1: Treatment Plan - Verify 'Problem List' Specific Setup: A client must be enrolled in an existing episode and have one or more problems that have been entered in the 'Problem List' form. (Client A) "Client A" has a "Draft" of the 'Treatment Plan' filed (Plan A). Steps Select "Client A" and access the 'Treatment Plan' form. Select "Plan A" and click [Edit]. Right-click on the 'Plan Type' field. Validate a 'Plan Type' dialog stating: "Update Dictionary?" Click [Yes]. Click [New Row]. Enter any value in the 'Dictionary Code' field. Enter any value in the 'Dictionary Value' field. Select "Yes" in the 'Active' field. Click [Save]. Validate a 'Save successful' dialog stating: "Exiting grid." and click [OK]. Validate the new value is present in the 'Plan Type' field. Click on any problem in the 'Problem List' grid. Navigate to the 'DSM/ICD Code' column. Click [View]. Validate the ICD10 Code item is equal to "Populated with the associated ICD10 code". Validate the ICD10 Description item is equal to "ICD10 description". Click [System Notes] - View button. Validate the 'Action' column is equal to "Action related to the problem". Validate the 'Date' column is equal to "Action date". Validate the 'Status' column is equal to "Status of problem". Validate the 'User' column is equal to "User logged in at time of action". Validate the 'From' column is equal to "From or option from which the action was created". Close the form. Select "Client A" and access the 'Treatment Plan' form. Create a new Treatment Plan for the 'Client A'. Click the "New Row" button for the 'Problems' field. Click the 'Problem' field and enter the desired problem and press the 'Enter' key. Validate the 'Problem search results' appears and works as expected. Select the desired value in the 'Status' field. Select all three problems to 'Include in this plan?'. Select "Draft" from the 'Treatment Plan Status' field. Click [Launch Plan]. Select a problem to delete. Click [Delete Selected Item]. Validate a 'Success' dialog stating: "Deleted 1 item successfully." and click [OK]. Complete the plan by adding the desired goals, objectives, and interventions. Click [Return To Plan]. Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK]. Select "Final" from the 'Treatment Plan Status' field. Click [Submit].	Topics • NX • Problem List • Treatment Plan
AV-89569 Summary \| Details Treatment Plan - 'Assigned Services' grid Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Treatment Plan Scenario 1: Treatment Plan (Interventions) - "Assigned Services" grid functionality Specific Setup: The client must be admitted to an active episode. (Client A). Registry setting 'Avatar CWS->Treatment Plan->->->->Enable Service Entry Restriction by Client Treatment Plan' must be enabled. Registry setting 'Avatar PM->System Maintenance->Program Maintenance->->->Activate Program/Service Code Filter' must be enabled. Document routing must be enabled for the 'Treatment Plan' form through 'Document Routing Setup'. Steps Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Set the 'Plan Date' field to the current date. Select any value in the 'Plan Type' field. Select any value from the 'Problem List'. Enter any value in the 'Strengths' field. Enter any value in the 'Weakness' field. Enter any value in the 'Discharge Planning' field. Select "Draft" in the 'Draft/Final' field. Click [Launch Plan]. Select the problem from the 'Tree View'. Select any value from the 'Status' field. Validate that all the fields display as expected. Add a 'Goal' and 'Objective' if desired and validate the fields display as expected. Click [Add New Intervention]. Enter any value in the 'Intervention' field. Select any value from the 'Status' field. Click [Add Service] in the 'Assigned Services' field. Validate the 'Assigned Services' gird fields are displayed in the following order: Service Program, Service Code, Frequency, Duration, Amount, Service Mode, Place of Service, Agency and Staff Responsible. Populate the 'Service Program' field. Enter a search value in the 'Service Code' field to bring up the listing of service code values. Select any service code. Validate that the service code field is populated as expected in the 'Service Code' field. Click [Return to Plan] and click [OK]. Select "Final" in the 'Draft/Final' field and then switch back to "Draft". Click [Launch Plan]. Select the previously created intervention. Validate the 'Service Program' and 'Service Code' fields display as expected. Select any value in the 'Frequency' field. Select any value in the 'Duration' field. Enter any value in the 'Amount' field. Select any value in the 'Service Mode' field. Select any value in the 'Place of Service field. Enter any value in the 'Agency and Staff Responsible' field. Click [Add Service] in the 'Assigned Services' field. Populate all desired fields. Click [Return To Plan]. Click [Submit]. Select "Client A" and access the 'Treatment Plan' form. Click to edit the row just submitted. Click [Launch Plan]. Click the 'Interventions' item on the plan tree. Click [Add New Intervention]. Enter any value in the 'Intervention' field. Select any value from the 'Status' field. In the 'Assigned Services' grid, click [Copy Service]. In the 'Add Services From Other Interventions' dialog, choose the service added in the intervention previously submitted. Click [Copy]. Validate that the 'Assigned Services' grid columns are populated with the service information, as expected. Click [Copy Service]. Validate that the service previously copied is disabled and select the remaining service. Validate the services display as expected and neither are duplicated. Click [Return to Plan]. Select "Final" in the 'Draft/Final' field. Click [Submit]. Validate the document routing preview displays the 'Assigned Services' data in the following order: Service Program, Service Code, Frequency, Duration, Amount, Service Mode, Place of Service, Agency and Staff Responsible. Click [Accept]. Enter the password associated with the logged in user and click [Verify]. Scenario 2: Treatment Plan - Validate the 'Assigned Services' functionality for multiple clients Specific Setup: Multiple clients must be admitted to an active episode and have a problem filed. (Client A and Client B). "Client A" must be enrolled in a program (Program A). "Client B" must be enrolled in a different program (Program B). "Program A" and "Program B" must be configured with different "Associated Assigned Services" using the 'Program Maintenance' form. Registry setting 'Avatar CWS->Treatment Plan->->->->Enable Service Entry Restriction by Client Treatment Plan' must be enabled. Registry setting 'Avatar PM->System Maintenance->Program Maintenance->->->Activate Program/Service Code Filter' must be enabled. Steps Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Set the 'Plan Date' field to the current date. Select any value in the 'Plan Type' field. Select any value from the 'Problem List' to include in the plan. Enter any value in the 'Plan Name' field. Select "Draft" in the 'Draft/Final' field. Click [Launch Plan]. Select the problem and select any value from the 'Status' field. Validate that all the fields display as expected. Add a 'Goal' and 'Objective' if desired and validate the fields display as expected. Click [Add New Intervention]. Enter any value in the 'Intervention' field. Select any value from the 'Status' field. Click [Add Service] in the 'Assigned Services' field. Validate the 'Assigned Services' gird fields are displayed in the following order: Service Program, Service Code, Frequency, Duration, Amount, Service Mode, Place of Service, Agency and Staff Responsible. Validate expected programs display in the 'Service Program' field and select any value. Enter a search value in the 'Service Code' field to bring up the listing of service code values. Select any service code. Validate that the service code field is populated as expected in the 'Service Code' field. Select any value from the 'Frequency' field. Select any value from the 'Duration' field. Enter any value in the 'Amount' field. Select any value from the 'Service Mode' field. Select any value from the 'Place of Service' field. Enter the any value in the Agency and Staff Responsible field. Click [Return to Plan] and click [OK]. Select "Client B" and access the 'Treatment Plan' form. Click [Add]. Set the 'Plan Date' field to the current date. Select any value in the 'Plan Type' field. Select any value from the 'Problem List' to include in the plan. Enter any value in the 'Plan Name' field. Select "Draft" in the 'Draft/Final' field. Click [Launch Plan]. Select the problem and select any value from the 'Status' field. Validate that all the fields display as expected. Add a 'Goal' and 'Objective' if desired and validate the fields display as expected. Click [Add New Intervention]. Enter any value in the 'Intervention' field. Select any value from the 'Status' field. Click [Add Service] in the 'Assigned Services' field. Validate the 'Assigned Services' gird fields are displayed in the following order: Service Program, Service Code, Frequency, Duration, Amount, Service Mode, Place of Service, Agency and Staff Responsible. Validate expected programs display in the 'Service Program' field and select any value. Enter a search value in the 'Service Code' field to bring up the listing of service code values. Select any service code. Validate that the service code field is populated as expected in the 'Service Code' field. Select any value from the 'Frequency' field. Select any value from the 'Duration' field. Enter any value in the 'Amount' field. Select any value from the 'Service Mode' field. Select any value from the 'Place of Service' field. Enter any value in the Agency and Staff Responsible field. Click [Return to Plan] and click [OK]. Access the open 'Treatment Plan' for "Client A". Click [Launch Plan]. Select the intervention and validate the selected services and service code display as expected. Click [Add Service]. Validate 'Service Program' field doesn't display any program from "Client B's" plan. Click [Return to Plan] and click [OK]. Click [Submit]. Access the open 'Treatment Plan' for "Client B". Click [Launch Plan]. Select the intervention and validate the selected service programs and service code display as expected. Click [Add Service]. Validate 'Service Program' field doesn't display any program from "Client A's" plan. Click [Return to Plan] and click [OK]. Click [Submit]. Clear client.	Topics • NX • Treatment Plan
AV-89802 Summary \| Details Avatar NX - 'Coming In Today' widget Scenario 1: 'Coming In Today' widget - validate missed visit functionality Specific Setup: The 'Post Missed Visit Appointments Within Scheduling Calendar' registry setting is set to "YP". The following fields must be populated in the 'Appointment Scheduling System Defaults' form: 'Inpatient Progress Note', 'Outpatient Progress Note', 'Note Type' and 'Reason For Correction (Progress Note)'. The 'Coming in Today' widget must be configured on the user's myDay view. A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view). An appointment for a client must be created for the current date (Client A). Steps Navigate to the 'Coming In Today' widget. Select the row for the existing appointment for "Client A". Check "Yes" in the 'Missed Visit' field. Validate 'Service Code' field is required. Select the desired missed visit service code in the 'Service Code' field. Enter any value in the 'Notes' field. Navigate to the 'All Documents' view and back to the 'myDay' View. Validate the previously entered details display as expected. Uncheck the "Yes" in the 'Missed Visit' field. Validate all fields are cleared and are disabled. Check "Yes" in the 'Missed Visit' field. Select the desired missed visit service code in the 'Service Code' field. Enter any value in the 'Notes' field. Click [File]. Validate a 'Confirmation' dialog is displayed stating: "File successful". Click [OK]. Refresh the widget. Validate the appointment for "Client A" displays as "Missed". Click the 'Missed' button and click "No" on the validation message. Validate details are retained and displayed as expected under the "Missed Visit" section. Access the 'Scheduling Calendar' form. Validate the 'Appointment Grid' contains the missed visit for "Client A". Click [Dismiss]. Access the 'Client Ledger' form. Enter "Client A" in the 'Client ID' field. Select "All Episodes" in the 'Client/Episode/All Episodes' field. Select "Simple" in the 'Ledger Type' field. Select "Yes" in the 'Include Zero Charges' field. Click [Process]. Validate the service has been posted for the missed visit. Click [Dismiss] and close the form. Select "Client A" and navigate the 'All Documents' view. Select 'All Forms'. Select the progress note form defined in the 'Appointment Scheduling System Defaults' form. Validate a progress note was created for the missed visit. Navigate to the 'Coming In Today' widget. Select the missed visit appointment for "Client A". Click [Missed]. Validate a 'Confirmation' dialog is displayed stating: "A missed visit was previously recorded for this appointment, do you want to delete the missed visit?" Click [Yes]. Validate a 'Confirmation' dialog is displayed stating: "Change status to "Checked In"? This action cannot be undone." Click [Yes]. Validate the appointment for "Client A" now displays as "Currently Checked In". Access the 'Scheduling Calendar' form. Validate the 'Appointment Grid' contains the checked in appointment for "Client A". Click [Dismiss]. Access the 'Client Ledger' form. Enter "Client A" in the 'Client ID' field. Select "All Episodes" in the 'Client/Episode/All Episodes' field. Select "Simple" in the 'Ledger Type' field. Select "Yes" in the 'Include Zero Charges' field. Click [Process]. Validate the service is no longer displayed. Click [Dismiss] and close the form. Select "Client A" and navigate the 'All Documents' view. Click [Close All]. Refresh the 'All Documents' widget. Select 'All Forms'. Select the progress note form defined in the 'Appointment Scheduling System Defaults' form. Validate the progress note is no longer displayed.	Topics • All Documents Widget • 'Coming In Today' widget • NX • Scheduling Calendar
AV-90102 Summary \| Details Avatar NX - Undocked Widgets Scenario 1: Validate Undocked Diagnosis Widget documents display in Console Viewer Widget Specific Setup: Two clients are enrolled in an existing episode (Client A and Client B). "Client A" has a diagnosis on file (Diagnosis A). "Client B" has a diagnosis on file (Diagnosis B). A user must have a console widget configured for Diagnosis in the 'Console Widget Configuration' form ('Diagnosis' widget). A user must have a view configured containing the 'Diagnosis' widget and the 'Console Widget Viewer' (View A). Steps Select "Client A" and navigate to "View A". Undock the 'Diagnosis' widget and validate it opens in a new window. Validate "Client A" displays at the top of the undocked 'Diagnosis' widget. Undock the 'Console Widget Viewer' and validate it opens in a new window. Validate "Client A" displays at the top of the undocked 'Console Widget Viewer'. In the undocked 'Diagnosis' widget, click [View]. Validate the undocked 'Console Widget Viewer' displays "Diagnosis A". Click [Open Record]. Validate the 'Diagnosis' form displays as expected in the main application window. Close the form. Select "Client B". Validate "Client B" displays at the top of the undocked 'Diagnosis' widget. Validate "Diagnosis A" no longer displays in the undocked 'Console Widget Viewer'. Validate "Client B" displays at the top of the undocked 'Console Widget Viewer'. In the undocked 'Diagnosis' widget, click [View]. Validate the undocked 'Console Widget Viewer' displays "Diagnosis B". Click [Open Record]. Validate the 'Diagnosis' form displays as expected in the main application window. Close the form. Select "Client A". Validate the undocked widget updates to "Client A" and the previously selected "Diagnosis A" displays in the undocked 'Console Widget Viewer'. Close the undocked widgets. Scenario 2: Undocking forms and widgets - Login into NX in two separate tabs on the same browser window Specific Setup: The 'Problems', 'Progress Notes', 'Recent Vitals', 'Client Episodes' and 'Client Diagnosis' widgets must be added to the 'Individual Progress Note' form in 'Form Designer'. The logged in user must have two separate sessions of Avatar NX open in the same browser (Session A and Session B). Steps In "Session A": Select an existing client and access the 'Individual Progress Note' form. Validate the 'Individual Progress Note' form displays as expected. Validate that all the widgets on the form have the undock icon. Undock the first widget. Validate the widget undocks and loads successfully with 'Client Name' and 'Episode' in context. Undock all the widgets from the form. Validate all the widgets undock and load successfully with 'Client Name' and 'Episode' in context. Select "Episode 1” from ‘Select Episode’ field. Validate all undocked widgets display selected ‘Client Name’ and ‘Episode’. In "Session B": Select an existing client and access the 'Individual Progress Note' form. Validate the 'Individual Progress Note' form displays as expected. Validate all the widgets on the form have the undock icon. Undock the first widget. Validate the widget undocks and loads successfully with ‘Client Name’ and ‘Episode’ in context. Undock all the widgets from the form. Validate all the widgets undock and load successfully with ‘Client Name’ and ‘Episode’ in context. In "Session A": Select "Episode 2” from the 'Select Episode' field. Validate ‘Client Name’ and ‘Episode’ on all the undocked widgets from "Session B" remain unchanged. Validate all the undocked widgets from "Session A" are showing ‘Client Name’ and selected ‘Episode’ in context. Select another existing client from “What can I help you find?’ on the myDay view. Validate ‘Client Name’ and ‘Episode’ on all the undocked widgets from "Session A" remain unchanged. Validate ‘Client Name’ and ‘Episode’ on all the undocked widgets from "Session B" remain unchanged. Select "Episode 2” from the ‘Episode Header'. Validate ‘Client Name’ and ‘Episode’ on all the undocked widgets from "Session A" remain unchanged. Validate ‘Client Name’ and ‘Episode’ on all the undocked widgets from "Session B" remain unchanged. Close "Session B". Validate all undocked widgets close successfully for "Session B". Validate all the undocked widgets from "Session A" show the 'Client Name' and 'Episode' in context. Scenario 3: Validate client in context for multiple undocked widgets Specific Setup: One or more clients are enrolled in one or more existing episodes (Client A and Client B). One or more practitioners must be defined (Staff A and Staff B). The 'Default Value for Console View Episodes' registry setting must be set to "1". The following widgets must be assigned to the myDay view: Financial Eligibility Note To Self Problems Test Staff Client Episodes Steps Select "Client A" and navigate to the myDay view. Validate the 'Episode Header' field contains "All Episodes". Undock the 'Financial Eligibility', 'Problems' & 'Note To Self' widgets from the myDay view. Validate the selected client name and episodes display in the undocked widgets. Validate the 'Note To Self' content remains unchanged. Select another episode from the 'Episode Header' field. Validate selected client name and selected episode display in the undocked widgets. Select "Client B". Validate the selected client name and episode display in the undocked widgets. Close all undocked widgets. Select 'Staff A' from left pane 'Staff' tab. Undock the 'Test Staff' widget. Validate the selected staff is displayed in context in the undocked widget. Undock the 'Client Episodes' widget. Validate "Client B" displays for the undocked 'Client Episodes' widget. Select 'Staff B' from the 'Staff' tab and validate the selected staff is displayed in context in the undocked widget. Close all undocked widgets. Scenario 4: 'All Documents' Widget - Validate the undocked 'Console Widget Viewer' updates when switching clients Specific Setup: Two clients are enrolled into two existing episodes (Client A) & (Client B) with documents on file in the 'All Documents' Widget. 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 'Default Value for Console View Episodes' registry setting must be set to "1". Steps Select "Client A" and navigate to the 'All Documents' view. Validate the 'Episode Header' field contains "All Episodes". Undock the 'Console Widget Viewer' from the 'All Documents' view. Validate the selected client name and episodes display in the undocked 'Console Widget Viewer'. Select another episode from the 'Episode Header' field. Validate selected client name and selected episode display in the undocked 'Console Widget Viewer'. Select any document from the 'All Documents' widget. Validate the document displays as expected in the undocked 'Console Widget Viewer'. Select "Client B". Validate the document for "Client A" no longer displays. Validate the selected client name and episodes display in the undocked 'Console Widget Viewer'. Select another episode from the 'Episode Header' field. Validate selected client name and selected episode display in the undocked 'Console Widget Viewer'. Select any document from the 'All Documents' widget. Validate the document displays as expected in the undocked 'Console Widget Viewer'. Select "Client A". Validate the previously selected document for "Client A" displays as expected in the undocked 'Console Widget Viewer'. Select “Client B”. Validate the previously selected document for "Client B" displays as expected in the undocked 'Console Widget Viewer'. Close the undocked widget.	Topics • All Documents Widget • Console Widget • Diagnosis • myDay • NX • Widgets
AV-90130 Summary \| Details Avatar NX - Document Routing 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). Steps Access the 'Progress Notes (Group and Individual)' form. Select "Client A". Select the desired episode and validate there is no overlap. Navigate to the myDay view. Select the 'Progress Notes (Groups and Individuals)' form tab. Select the 'Episode' field and validate the field does not overlap on other fields. Select "Independent Note" in the 'Progress Note For' field. Select the 'Note Type' field and validate the field does not overlap on other fields. Navigate to the myDay view. Select the 'Progress Notes (Groups and Individuals)' form tab. Select the 'Note Type' field and validate the field does not overlap on other fields. Enter any value in the 'Notes' field. Select desired input for other mandatory fields. Select "Final" in the 'Draft/Final' field. Validate the 'Notes' field contains the previously entered value. Click [Submit Note]. Validate a 'Confirm Document' dialog is displayed. Validate the user is unable to print the note. Click [Accept]. Enter the password associated with the logged in user and click [Verify]. Validate a 'Progress Notes' dialog stating: "Note Filed." and click [OK]. Close the form. Select "Client A" and navigate to the 'All Documents' view. Select 'All Forms'. Select "Progress Notes (Group and Individual)" from the 'Form Description' field. Validate the note from the previous steps is present and select it. Validate the progress note displays as expected in the 'Console Widget Viewer'. Scenario 2: 'Mental Health Progress Note' - Add/Edit note Specific Setup: A client must be enrolled in an existing episode and have a treatment plan on file (Client A). A copy of the 'Progress Notes (Group and Individual)' form is defined and named as 'Mental Health Progress Note'. Document routing must be enabled for the 'Mental Health Progress Note' form. The logged in user must have a 'Default Supervisor' in the 'Document Routing' section of the 'User Definition' form (Supervisor A). Steps Select "Client A" and access the 'Mental Health Progress Note' form. Select any value in the 'Progress Note For' field. Select any value in the 'Note Type' field. Select any value in the 'Evidence-Based Practices' field. Populate all required and desired fields. Select "Draft" in the 'Draft/Final' field. Click [File Note]. Validate a 'Progress Notes' dialog stating "Note Filed." and click [OK]. Close the form. Select "Client A" and access the 'Mental Health Progress Note' form. Select the entry from the previous steps in the 'Select Draft Note To Edit' field. Select "Treatment Plan" in the 'Select Treatment Plan Version' field. Click [Select Goal this Note Addresses]. Select the desired goal and click [Return]. Edit any desired fields. Select "Final" in the 'Draft/Final' field. Click [File Note]. Validate a 'Confirm Document' dialog is displayed. Validate the user is unable to print the note. Click [Sign and Route]. Enter the password for the logged in user in the 'Password' field. Validate the 'Route Document To' dialog is displayed. Validate "Supervisor A" has defaulted as the approver and is selected. Validate the [Submit] button is enabled. Uncheck "Supervisor A" as the approver. Validate the [Submit] button is disabled. Select "Supervisor A" as the approver. Click [Submit]. Validate a 'Progress Notes' dialog stating "Note Filed." and click [OK]. Close the form.	Topics • All Documents Widget • Document Routing • NX • Progress Notes • Progress Notes (Group And Individual)
AV-90254 Summary \| Details Avatar NX - 'Coming In Today' widget Scenario 1: 'Coming in Today' widget - workflow Specific Setup: The 'Coming in Today' widget must be visible from the myDay view. A client must be enrolled with an existing episode and have a previous payment history balance (Client A). "Client A" must have an address on file that does not contain a value for "Client Address - Street 2" in the 'Update Client Data' form. Steps Access the 'Scheduling Calendar' form. Right click in any available time slot and click [Add Appointment]. Enter the desired value in the 'Service Code' field. Enter "Client A" in the 'Client' field. Select the desired episode in the 'Episode Number' field. Select the desired value in the 'Program' field. Click [Submit]. Validate the 'Appointment Grid' contains the appointment created in the previous steps. Click [Dismiss]. Access the 'Coming In Today' widget. Validate the appointment for "Client A" is displayed. Expand the appointment and validate the 'Payment' region displays as expected. Validate the [Not Present] exists. Click [Not Present]. Validate a message is displayed stating: Change status to "Checked In"? This action cannot be undone. Click [Yes]. Validate the client's address displays as expected. Click [Chart]. Validate the 'Client Dashboard' launches and displays as expected. Click [Close]. Undock the 'Coming In Today' widget. Validate the appointment for "Client A" is displayed. Validate the client's address displays as expected. Click [Chart]. Validate the 'Client Dashboard' launches and displays as expected. Click [Close]. Access the 'Scheduling Calendar' form. Validate the appointment for "Client A" has been checked in. Click [Dismiss]. Access the 'Coming In Today' widget. Validate the [Currently Checked In] exists. Select desired value in the 'Payment Type' field. Select the desired value in the 'Payment Location' field. Enter the desired value in the '$' field. Enter the desired value in the '#' field. Click [Paid] and validate a message is displayed stating: 'Payment has been applied'. Click [OK] Click [Currently Checked In]. Validate a message is displayed stating: Change status to "Currently in Treatment"? This action cannot be undone. Click [Yes]. Validate the 'Payment' region is updated and displays as expected. Validate the [Currently in Treatment] exists. Click [Currently in Treatment]. Validate a message is displayed stating: Change status to "Checked Out"? This action cannot be undone. Click [Yes]. Validate the 'Checked Out' button is disabled. Access the 'Scheduling Calendar' form. Validate the appointment for "Client A" has been checked out. Click [Dismiss].	Topics • 'Coming In Today' widget • NX • Scheduling Calendar
AV-90414 Summary \| Details Clients For Today widget Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Admission Update Client Data Scenario 1: Clients for Today widget Specific Setup: Designate 3 users for this test. User A should be associated to a staff member and have appointment(s) scheduled for the date of the test. User B should be associated to a staff member but shouldn't have any appointments scheduled for the date of the test. User C should not be associated to a staff member and won't have any appointments scheduled for the date of the test. Steps Open the "Scheduling Calendar" form. Schedule appointments for 3 different clients for the date of the test. Log off. Log back in as User A, the user who has appointments scheduled. Validate the "Clients for Today" widget exists. Click on each client in the list and validate their client dashboard opens. Close the client dashboard. Open the "Update Client Data" form. Populate a blank field. File the form. Log off. Log back in as User B who doesn't have any appointments scheduled for the date of the test. Validate the "Clients for Today" widget doesn't exist. Open the "Update Client Data" form. Populate a blank field. File the form. Log back in as User C who doesn't have any appointments scheduled for the date of the test. Validate the "Clients for Today" widget doesn't exist. Open the "Update Client Data" form. Populate a blank field. File the form. Log off.	Topics • Widgets
AV-90421 Summary \| Details Avatar NX - Widgets Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Progress Notes (Group and Individual) Staff Members Hours And Exceptions Scenario 1: Avatar NX - Validate lazy load behavior for widgets Specific Setup: Two clients must be enrolled in one or more existing episodes (Client A) & (Client B). Staff members must be defined (Staff A) & (Staff B). A progress note form must have the following widgets configured in 'Form Designer' (Form A): A widget that is client and episode specific (Widget A). A widget that is not client specific (Widget B). Both clients must have data filed corresponding to "Widget A". A staff based form must have following widgets configured in 'Form Designer' (Form B): A widget that is staff specific (Staff Widget A). A widget that is not staff specific (Staff Widget B). The logged in user's myDay view must be configured with the following widgets: Widget A Widget B Note To Self Staff Widget A Staff Widget B The logged in user must have an additional view configured with various widgets (View A). Steps On the 'myDay' view, scroll the page to the bottom and to the top. Validate that each widget on the page starts loading once it is in the view. Validate widgets which are not client and episode specific load and display data as expected. Validate widgets which are client specific load and display blank. Select "Client A" and scroll to "Widget A". Validate "Widget A" loads and displays as expected. Scroll to the 'Note To Self' widget and validate it loads and displays as expected. Scroll to "Widget B" validate it loads and displays as expected. Select an episode from the header. Validate "Widget A" loads and displays as expected. Scroll to the 'Note To Self' widget and validate it remains unchanged. Scroll to "Widget B" and validate it remains unchanged. Navigate to "View A" and scroll the page to the bottom and to the top. Validate that each widget on the page starts loading on scroll ones it is in the view. Validate widgets which are not client and episode specific load and display data as expected. Validate widgets which are client specific load and display as expected. Navigate back to the 'myDay' view. Validate widgets load and display data as expected. Select "Client B". Validate "Widget A" loads and displays as expected. Scroll to the 'Note To Self' widget validate it remains unchanged. Scroll to "Widget B" and validate it remains unchanged. Clear the client. Select "Staff A". Validate "Staff Widget A" widget loads and displays as expected for the selected staff. Select "Staff B". Validate "Staff Widget A" widget loads and displays as expected for the newly selected staff. Uncheck selected staff. Access "Form A". Validate "Widget A" loads and display blank. Validate "Widget B" loads and displays as expected. Select "Client A" from the 'Select Client' field. Validate "Widget A" loads and displays data for the selected client. Validate "Widget B" remains unchanged. Select "Client B" from the 'Select Client' field. Validate "Widget A" loads and displays as expected for the newly selected client. Validate "Widget B" remains unchanged. Click [Discard]. Access "Form B". Validate "Staff Widget A" loads and display as expected for the selected staff. Validate "Staff Widget B" loads and displays as expected. Click [Discard].	Topics • myDay • NX • Progress Notes (Group And Individual) • Staff Member Hours and Exceptions
AV-90483 Summary \| Details 'Coming In Today ' Widget - Payment History Scenario 1: 'Coming in Today' widget - workflow Specific Setup: The 'Coming in Today' widget must be visible from the myDay view. A client must be enrolled with an existing episode and have a previous payment history balance (Client A). "Client A" must have an address on file that does not contain a value for "Client Address - Street 2" in the 'Update Client Data' form. Steps Access the 'Scheduling Calendar' form. Right click in any available time slot and click [Add Appointment]. Enter the desired value in the 'Service Code' field. Enter "Client A" in the 'Client' field. Select the desired episode in the 'Episode Number' field. Select the desired value in the 'Program' field. Click [Submit]. Validate the 'Appointment Grid' contains the appointment created in the previous steps. Click [Dismiss]. Access the 'Coming In Today' widget. Validate the appointment for "Client A" is displayed. Expand the appointment and validate the 'Payment' region displays as expected. Validate the [Not Present] exists. Click [Not Present]. Validate a message is displayed stating: Change status to "Checked In"? This action cannot be undone. Click [Yes]. Validate the client's address displays as expected. Click [Chart]. Validate the 'Client Dashboard' launches and displays as expected. Click [Close]. Undock the 'Coming In Today' widget. Validate the appointment for "Client A" is displayed. Validate the client's address displays as expected. Click [Chart]. Validate the 'Client Dashboard' launches and displays as expected. Click [Close]. Access the 'Scheduling Calendar' form. Validate the appointment for "Client A" has been checked in. Click [Dismiss]. Access the 'Coming In Today' widget. Validate the [Currently Checked In] exists. Select desired value in the 'Payment Type' field. Select the desired value in the 'Payment Location' field. Enter the desired value in the '$' field. Enter the desired value in the '#' field. Click [Paid] and validate a message is displayed stating: 'Payment has been applied'. Click [OK] Click [Currently Checked In]. Validate a message is displayed stating: Change status to "Currently in Treatment"? This action cannot be undone. Click [Yes]. Validate the 'Payment' region is updated and displays as expected. Validate the [Currently in Treatment] exists. Click [Currently in Treatment]. Validate a message is displayed stating: Change status to "Checked Out"? This action cannot be undone. Click [Yes]. Validate the 'Checked Out' button is disabled. Access the 'Scheduling Calendar' form. Validate the appointment for "Client A" has been checked out. Click [Dismiss].	Topics • 'Coming In Today' widget • NX • Scheduling Calendar
AV-90489 Summary \| Details Avatar NX - 'Coming In Today' widget Scenario 1: 'Coming In Today' widget - validate missed visit functionality Specific Setup: The 'Post Missed Visit Appointments Within Scheduling Calendar' registry setting is set to "YP". The following fields must be populated in the 'Appointment Scheduling System Defaults' form: 'Inpatient Progress Note', 'Outpatient Progress Note', 'Note Type' and 'Reason For Correction (Progress Note)'. The 'Coming in Today' widget must be configured on the user's myDay view. A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view). An appointment for a client must be created for the current date (Client A). Steps Navigate to the 'Coming In Today' widget. Select the row for the existing appointment for "Client A". Check "Yes" in the 'Missed Visit' field. Validate 'Service Code' field is required. Select the desired missed visit service code in the 'Service Code' field. Enter any value in the 'Notes' field. Navigate to the 'All Documents' view and back to the 'myDay' View. Validate the previously entered details display as expected. Uncheck the "Yes" in the 'Missed Visit' field. Validate all fields are cleared and are disabled. Check "Yes" in the 'Missed Visit' field. Select the desired missed visit service code in the 'Service Code' field. Enter any value in the 'Notes' field. Click [File]. Validate a 'Confirmation' dialog is displayed stating: "File successful". Click [OK]. Refresh the widget. Validate the appointment for "Client A" displays as "Missed". Click the 'Missed' button and click "No" on the validation message. Validate details are retained and displayed as expected under the "Missed Visit" section. Access the 'Scheduling Calendar' form. Validate the 'Appointment Grid' contains the missed visit for "Client A". Click [Dismiss]. Access the 'Client Ledger' form. Enter "Client A" in the 'Client ID' field. Select "All Episodes" in the 'Client/Episode/All Episodes' field. Select "Simple" in the 'Ledger Type' field. Select "Yes" in the 'Include Zero Charges' field. Click [Process]. Validate the service has been posted for the missed visit. Click [Dismiss] and close the form. Select "Client A" and navigate the 'All Documents' view. Select 'All Forms'. Select the progress note form defined in the 'Appointment Scheduling System Defaults' form. Validate a progress note was created for the missed visit. Navigate to the 'Coming In Today' widget. Select the missed visit appointment for "Client A". Click [Missed]. Validate a 'Confirmation' dialog is displayed stating: "A missed visit was previously recorded for this appointment, do you want to delete the missed visit?" Click [Yes]. Validate a 'Confirmation' dialog is displayed stating: "Change status to "Checked In"? This action cannot be undone." Click [Yes]. Validate the appointment for "Client A" now displays as "Currently Checked In". Access the 'Scheduling Calendar' form. Validate the 'Appointment Grid' contains the checked in appointment for "Client A". Click [Dismiss]. Access the 'Client Ledger' form. Enter "Client A" in the 'Client ID' field. Select "All Episodes" in the 'Client/Episode/All Episodes' field. Select "Simple" in the 'Ledger Type' field. Select "Yes" in the 'Include Zero Charges' field. Click [Process]. Validate the service is no longer displayed. Click [Dismiss] and close the form. Select "Client A" and navigate the 'All Documents' view. Click [Close All]. Refresh the 'All Documents' widget. Select 'All Forms'. Select the progress note form defined in the 'Appointment Scheduling System Defaults' form. Validate the progress note is no longer displayed.	Topics • All Documents Widget • 'Coming In Today' widget • NX • Scheduling Calendar
AV-90504 Summary \| Details OE NX - Orders This Episode - every Nth Day greater than 7 with Give Initial Dose Now Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Frequency Code Setup Orders This Episode Scenario 1: OE NX - Every Nth Day order that is greater than 7 days and Give Initial Dose Now Specific Setup: A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Must have a frequency code that fits the following criteria: (Every 3 Weeks) 'Routine or PRN(As Needed)' = "Routine" 'One Time Only' = "No" 'Times/24 Hours' = "1" 'Interval Frequency' = "No" 'Daily Administration' = "Not Daily" 'Every Nth Day' = "21" 'OrderConnect Frequency Code' = "Every 3 Weeks" 'Hours of Administration' = "09:00 AM(06:00-11:30 AM)" For testing purposes this test is being run after 09:00 AM. Steps Select "Client A" and access the Order Entry Console. Search for and select any pharmacy-type order code in the 'New Order' field. Select "Every 3 Weeks" in the 'Frequency' field. Validate the 'First Dose Date' field contains a date that is 21 days in the future. Validate the 'First Dose Time' field contains "09:00 AM". Validate the 'Start Date' field contains the current date. Validate the 'Start Time' field contains the current time. Click 'Give Initial Dose Now' [Yes]. Validate the 'First Dose Date' field contains the current date. Validate the 'First Dose Time' field contains the current time rounded up to the nearest half hour or hour. Validate the 'Start Date' field contains the current date, same as the 'First Dose Date' field. Validate the 'Start Time' field contains the current time rounded up to the nearest half hour or hour, same as the 'First Dose Time' field. Populate all remaining required fields and click [Add to Scratchpad] and [Final Review]. An 'Interactions' dialog may be displayed. Override all interactions and click [Save Override and Exit] Validate the 'Final Review' dialog is displayed. Select "None" in the 'Output' field and click [Sign]. Validate the order is displayed in the 'Order grid'. Scenario 2: OE NX - Every Nth Day order that is greater than 7 days and Give Initial Dose Now with back dated Start and Stop Dates/Times Specific Setup: A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Must have a frequency code that fits the following criteria: (Every 3 Weeks) 'Routine or PRN(As Needed)' = "Routine" 'One Time Only' = "No" 'Times/24 Hours' = "1" 'Interval Frequency' = "No" 'Daily Administration' = "Not Daily" 'Every Nth Day' = "21" 'OrderConnect Frequency Code' = "Every 3 Weeks" 'Hours of Administration' = "09:00 AM(06:00-11:30 AM)" For testing purposes this test is being run after 09:00 AM. Steps Select "Client A" and access the Order Entry Console. Search for and select any pharmacy-type order code in the 'New Order' field. Select "Every 3 Weeks" in the 'Frequency' field. Validate the 'First Dose Date' field contains a date that is 21 days in the future. Validate the 'First Dose Time' field contains "09:00 AM". Validate the 'Start Date' field contains the current date. Validate the 'Start Time' field contains the current time. Set the 'Start Date' field to a value that is forty days in the past. Set the 'Start Time' field to "06:00 AM". Click 'Give Initial Dose Now' [Yes]. Validate the 'First Dose Date' field contains the current date. Validate the 'First Dose Time' field contains the current time rounded up to the nearest half hour or hour. Validate the 'Start Date' field contains the current date, same as the 'First Dose Date' field. Validate the 'Start Time' field contains the current time rounded up to the nearest half hour or hour, same as the 'First Dose Time' field. Validate that the 'Stop Date' field contains a value that is after the 'Start Date'. Validate that the 'Stop Time' field contains a time that is one minute prior to the 'Start Time'. Populate all remaining required fields and click [Add to Scratchpad] and [Final Review]. An 'Interactions' dialog may be displayed. Override all interactions and click [Save Override and Exit] Validate the 'Final Review' dialog is displayed. Select "None" in the 'Output' field and click [Sign]. Validate the order is displayed in the 'Order grid'.	Topics • NX • Order Entry Console
AV-90573 Summary \| Details Admission - Client Search Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Admission MPI Search Scenario 1: Admitting an existing client with 'Master Patient Index' enabled Specific Setup: 'Master Patient Index' must be enabled and configured. Please note: this must be done by a Netsmart Representative. A client with a long name is defined (Client A). Steps Access the 'Admission' form. Validate the 'Select Client' dialog exists. Populate the 'First Name' and 'Last Name' fields associated with "Client A". Select any value from the 'Sex' field. Click [Search]. Validate the 'Search Results' dialog displays the expected results. Click [New Client]. Validate a 'Master Patient Index Search' dialog displays. Enter the same value used in the previous steps in the 'Last Name' field. Enter the same value used in the previous steps in the 'First Name' field. Select the same value used in the previous steps from the 'Sex' field. Click [Search]. Validate the 'MPI Search Results' dialog displays and there is no data overlap. Click [Add New Client]. Enter the current date in the 'Preadmit/Admission Date' field. Enter the current time in the 'Preadmit/Admission Time' field. Select any outpatient program from the 'Program' field. Select "First Admission" from the 'Type Of Admission' field. Enter the practitioner associated to the logged in user in the 'Admitting Practitioner' field. Click [Submit]. Clear the client. Access the 'Admission' form. Populate the 'First Name' and 'Last Name' fields associated with "Client A". Select previously set value from the 'Sex' field. Click [Search]. Validate the 'Search Results' dialog displays matching results and there is no data overlap. Click [Cancel].	Topics • Client Search • NX
AV-90603 Summary \| Details Avatar NX - Clinical Document Viewer Scenario 1: Clinical Document Viewer - "Void & Copy" documents Specific Setup: Perceptive is enabled. In "User Definition", validate user has permissions to void documents. The entity being tested must have imported or scanned documents on file. Steps Access the 'Clinical Document Viewer' form. Select the desired entity in the "Entity Type field". Select "Individual" in the 'Select All or Individual' entity field. Select the desired entity (Client ID, Staff ID, Family ID, etc). Click [Process]. Select a document and view it. Click [Void] and then [Void & Copy]. Validate 'Form Type' & 'Change Description' displays as expected for the selected document. Select a target entity to copy the document to. If the entity is a client, select the desired episode in the 'Select Episode' field. Click [Void]. Validate the document list now has a Status of "Void" for the original document. Select the "Search" section. Select the target entity. Click [Process]. Validate the copied document is now in the document list for this entity. View the copied document and validate it displays as expected. Click [Void] and then [Void & Copy]. Validate 'Form Type' & 'Change Description' displays as expected for the selected document. Click [Cancel Void]. Click [Close All Documents]. Select the "Search" section. Click [Close].	Topics • Clinical Document Viewer • NX
AV-90652 Summary \| Details Avatar NX - Remittance Posting Internal Test Only	Topics • NX • Remittance Processing Widget
AV-90705 Summary \| Details Avatar NX - Remittance Posting Internal Test Only	Topics n/a
AV-90936 Summary \| Details Avatar NX - Remittance Posting Internal Test Only	Topics n/a
AV-90938 Summary \| Details Avatar NX - Remittance Posting Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Ledger Remittance Processing Widget Scenario 1: Remittance Processing Widget - Validating ability to scroll or load info after filter when remittance grid contains large volume of rows Specific Setup: Home View: The 'Remittance Processing' widget is added in the home view. Registry Setting: The registry setting ‘Prevent Posting Payments Unless Payment has been Acknowledged’ contains value ‘7’. Posting/Adjustment Codes Definition: The following posting codes are identified to be used. Payment: Payment – Check – 100 (Credit) Payment – Cash – 101 (Credit) Payment – Other – 102 (Credit) Adjustment: Administrative Discount – 380 (Credit) Transfer: Transfer - Standard Override - Credit– 200 (Credit) Admission: An existing client is identified or a new client is admitted. Note the client id/name, episode number, admission program. Guarantors/Payors: An existing guarantor is identified or a new guarantor is created to assign to the client. Note the guarantor code/name. Financial Eligibility: The guarantor identified above is assigned to the client. Recurring Client Charge Input: 5-6 services are rendered to the client. Note the service start/ end date and service code used. Client Ledger: The services are distributed to the guarantor assigned to the client in the financial eligibility record. Create Interim Billing Batch: An interim billing batch is created to cover all the services rendered to the identified client. Electronic Billing: All the services included in this interim billing batch file are claimed. Note the claim numbers. Steps Locate to the 'Remittance Processing' widget on the home view. Select 'Create Batch' in the 'Action for Batch' field. Enter a description in the 'Description' field. Note the batch description. Select desired interim billing batch from the 'Interim Batch Number' field. Enter desired date in the 'Posting Date' field. Enter desired date in the 'Receipt Date' field. Enter desired date in the 'Deposit Date' field. Select all other fields as required. Navigate to 'Remittance Details' section. Verify the batch loads and the row data scroll down on the rows. Scroll down the rows. Verify the user is able to scroll down. Click filter icon. Select a claim number. Click [Apply Filter] Verify the grid reloads with the correct data. Click filter icon. Clears the filters. Verify the grid reloads with the correct data. Scroll down on the rows. As you scroll down the rows don't repeat. Verify the grid appears to scroll normally. Go to the batch tab. Select 'Edit Batch' option. Select desired batch to edit. Go to the 'Remittance Details' tab. Verify the tree grid reloads with the correct data.	Topics • NX • Remittance Processing
AV-90953 Summary \| Details Treatment Plan - 'Assigned Services' grid Scenario 1: Treatment Plan (Interventions) - "Assigned Services" grid functionality Specific Setup: The client must be admitted to an active episode. (Client A). Registry setting 'Avatar CWS->Treatment Plan->->->->Enable Service Entry Restriction by Client Treatment Plan' must be enabled. Registry setting 'Avatar PM->System Maintenance->Program Maintenance->->->Activate Program/Service Code Filter' must be enabled. Document routing must be enabled for the 'Treatment Plan' form through 'Document Routing Setup'. Steps Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Set the 'Plan Date' field to the current date. Select any value in the 'Plan Type' field. Select any value from the 'Problem List'. Enter any value in the 'Strengths' field. Enter any value in the 'Weakness' field. Enter any value in the 'Discharge Planning' field. Select "Draft" in the 'Draft/Final' field. Click [Launch Plan]. Select the problem from the 'Tree View'. Select any value from the 'Status' field. Validate that all the fields display as expected. Add a 'Goal' and 'Objective' if desired and validate the fields display as expected. Click [Add New Intervention]. Enter any value in the 'Intervention' field. Select any value from the 'Status' field. Click [Add Service] in the 'Assigned Services' field. Validate the 'Assigned Services' gird fields are displayed in the following order: Service Program, Service Code, Frequency, Duration, Amount, Service Mode, Place of Service, Agency and Staff Responsible. Populate the 'Service Program' field. Enter a search value in the 'Service Code' field to bring up the listing of service code values. Select any service code. Validate that the service code field is populated as expected in the 'Service Code' field. Click [Return to Plan] and click [OK]. Select "Final" in the 'Draft/Final' field and then switch back to "Draft". Click [Launch Plan]. Select the previously created intervention. Validate the 'Service Program' and 'Service Code' fields display as expected. Select any value in the 'Frequency' field. Select any value in the 'Duration' field. Enter any value in the 'Amount' field. Select any value in the 'Service Mode' field. Select any value in the 'Place of Service field. Enter any value in the 'Agency and Staff Responsible' field. Click [Add Service] in the 'Assigned Services' field. Populate all desired fields. Click [Return To Plan]. Click [Submit]. Select "Client A" and access the 'Treatment Plan' form. Click to edit the row just submitted. Click [Launch Plan]. Click the 'Interventions' item on the plan tree. Click [Add New Intervention]. Enter any value in the 'Intervention' field. Select any value from the 'Status' field. In the 'Assigned Services' grid, click [Copy Service]. In the 'Add Services From Other Interventions' dialog, choose the service added in the intervention previously submitted. Click [Copy]. Validate that the 'Assigned Services' grid columns are populated with the service information, as expected. Click [Copy Service]. Validate that the service previously copied is disabled and select the remaining service. Validate the services display as expected and neither are duplicated. Click [Return to Plan]. Select "Final" in the 'Draft/Final' field. Click [Submit]. Validate the document routing preview displays the 'Assigned Services' data in the following order: Service Program, Service Code, Frequency, Duration, Amount, Service Mode, Place of Service, Agency and Staff Responsible. Click [Accept]. Enter the password associated with the logged in user and click [Verify].	Topics • NX • Treatment Plan
AV-91031 Summary \| Details Avatar NX - View Definition Scenario 1: Avatar NX - "View Definition" functionality validations Specific Setup: Have two views defined in the 'View Definition' form that each contain one or more widgets on the view (View A and View B). "View B" must have customization disabled through the 'View Definition' form. A user must be defined and have both "View A" and "View B" on their myDay view (User A). "User A" must have access to the 'View Definition' form. Must be logged in as "User A". Steps Access the 'View Definition' form. Click [Select View]. Select "View A" in the 'Select Views' field. Click [Launch View Designer]. Validate the widgets display as expected. Drag and drop widgets between the 'Available Widgets' and 'Assigned Widgets' columns. Validate widgets are moved as expected. Drag and drop a widget from the 'Assigned Widgets' and the widget layout view area. Validate the widget is moved successfully. Click [Include Client Information header in view]. Click [Submit] and submit the form. From the 'myDay' view, navigate to "View B" and click back to "View A". Validate the 'Client Information' header is aligned with the widgets. Close the sidebar. Validate the view resizes and the 'Client Information' header aligns with the widgets. Open the sidebar. Validate the view resizes and the 'Client Information' header aligns with the widgets. Select the 'My Activity' menu. Select the 'Customize Toggle' button so that it is enabled. Validate the view resizes and the 'Client Information' header aligns with the widgets. Validate the fields inside the widgets are disabled and cannot be interacted with. Select the 'View/Add Widgets' tab and click [Reload View] and [Yes]. Validate layout reflects changes done in the 'View Definition' form. While in 'Customize View', remove one or more widgets from the view. From the right side panel, drag-and-drop them back to the layout. Validate the widget is returned to the layout as expected. Select "View B" and validate the 'Customize Toggle' is disabled. Select the 'Customize Toggle' button to ensure it is still disabled. Verify the 'Reload Menu' button exists. Close the menu. Validate the view resizes and the 'Client Information' header aligns with the widgets.	Topics • NX • View Definition • Widgets
AV-91127 Summary \| Details Spreadsheet Remittance Posting Scenario 1: Remittance Processing widget - Validate adding a new transaction row for the claim/main line, search component, treegrid Specific Setup: Home View: The 'Remittance Processing' widget is added in the home view. Registry Setting: The registry setting ‘Prevent Posting Payments Unless Payment has been Acknowledged’ contains value ‘7’. Posting/Adjustment Codes Definition: The following posting codes are identified to be used. Payment: Payment – Check – 100 (Credit) Payment – Cash – 101 (Credit) Payment – Other – 102 (Credit) Adjustment: Administrative Discount – 380 (Credit) Transfer: Transfer - Standard Override - Credit– 200 (Credit) Admission: An existing client is identified or a new client is admitted. Note the client id/name, episode number, admission program. Guarantors/Payors: An existing guarantor is identified or a new guarantor is created to assign to the client. Note the guarantor code/name. Financial Eligibility: The guarantor identified above is assigned to the client. Posting/Adjustment Codes Definition: A payment posting code is set up to exclude guarantors' for the client's liability guarantor. Note the code/description. An additional payment posting code is to not exclude the client's liability guarantor. Note the code/description. Recurring Client Charge Input: 5-6 services are rendered to the client. Note the service start/ end date and service code used. Client Ledger: The services are distributed to the guarantor assigned to the client in the financial eligibility record. Quick Billing Rule Definition: The 'Quick Billing Rule Definition' is created such that it covers the service code, program, guarantor and bill type. Quick Billing: The quick billing batch created. Note quick billing batch number for later use. Steps Locate to the 'Remittance Processing' widget on the home view. Locate to the 'Batch' section. Select ‘Create' in the 'Action for Batch' field. Enter desired description of the batch. Select the interim billing batch created above in the ‘Interim Batch Number’ field. Select desired ‘Receipt Date’. Enter desired ‘Deposit Date’. Enter desired ‘Posting Date’. Click [Save Batch]. Select 'Edit Batch' in the 'Action for Batch' field. Verify the 'Interim Batch Number' field is disabled. Select the remittance batch created in the setup section which is tied to the interim billing batch Verify the 'Posting Date' field is auto populated. Verify the 'Receipt Date' field is auto populated. Verify the 'Deposit Date' field is auto populated. Select all other fields as required. Navigate to 'Remittance Details' section. Verify the 'Client' cell is auto populated with the client included in the interim billing batch selected in the 'Batch' section. Verify the 'EP #' cell is auto populated with the episode number of the client included in the interim billing batch selected in the 'Batch' section. Verify the 'GuarID' cell is auto populated with the guarantor assigned to client included in the interim billing batch selected in the 'Batch' section. Verify the 'StartDate' cell is auto populated with the first date of the service rendered to the client included in the interim billing batch selected in the 'Batch' section. Verify the 'EndDate' cell is auto populated with the last date of the service rendered to the client included in the interim billing batch selected in the 'Batch' section. Locate a row with client/claim information. Verify the button from column "Add service info" is functional. Click [add service info]. Verify a service row is added below the main row, and above it's nested table. Click more times on the button. A new row is added every time the button is clicked. Add payment, adjustment and transfer transaction to desired service. Click [Save and Exit]. Click [Post Batch]. Validate that the remittance post successfully.	Topics • NX • Remittance Processing Widget
AV-91143 Summary \| Details Console Widget Scenario 1: Scheduling Calendar - Delete Individual and Group Appointments Specific Setup: A client has an existing appointment scheduled (Client A). Steps Access the 'Scheduling Calendar' form. Validate the 'Appointment Grid' contains the appointments for "Client A" and "Group A". Right click on the appointment for "Client A" and click [Delete]. Validate a "Delete Appointment" dialog is displayed stating: Are you sure? Click [Yes]. Validate the 'Appointment Grid' no longer contains the appointment for "Client A". Click [Dismiss].	Topics • NX • Scheduling Calendar
AV-91285 Summary \| Details Avatar NX - Remittance Posting Scenario 1: Remittance Processing widget - Validate adding a new transaction row for the claim/main line, search component, treegrid Specific Setup: Home View: The 'Remittance Processing' widget is added in the home view. Registry Setting: The registry setting ‘Prevent Posting Payments Unless Payment has been Acknowledged’ contains value ‘7’. Posting/Adjustment Codes Definition: The following posting codes are identified to be used. Payment: Payment – Check – 100 (Credit) Payment – Cash – 101 (Credit) Payment – Other – 102 (Credit) Adjustment: Administrative Discount – 380 (Credit) Transfer: Transfer - Standard Override - Credit– 200 (Credit) Admission: An existing client is identified or a new client is admitted. Note the client id/name, episode number, admission program. Guarantors/Payors: An existing guarantor is identified or a new guarantor is created to assign to the client. Note the guarantor code/name. Financial Eligibility: The guarantor identified above is assigned to the client. Posting/Adjustment Codes Definition: A payment posting code is set up to exclude guarantors' for the client's liability guarantor. Note the code/description. An additional payment posting code is to not exclude the client's liability guarantor. Note the code/description. Recurring Client Charge Input: 5-6 services are rendered to the client. Note the service start/ end date and service code used. Client Ledger: The services are distributed to the guarantor assigned to the client in the financial eligibility record. Quick Billing Rule Definition: The 'Quick Billing Rule Definition' is created such that it covers the service code, program, guarantor and bill type. Quick Billing: The quick billing batch created. Note quick billing batch number for later use. Steps Locate to the 'Remittance Processing' widget on the home view. Locate to the 'Batch' section. Select ‘Create' in the 'Action for Batch' field. Enter desired description of the batch. Select the interim billing batch created above in the ‘Interim Batch Number’ field. Select desired ‘Receipt Date’. Enter desired ‘Deposit Date’. Enter desired ‘Posting Date’. Click [Save Batch]. Select 'Edit Batch' in the 'Action for Batch' field. Verify the 'Interim Batch Number' field is disabled. Select the remittance batch created in the setup section which is tied to the interim billing batch Verify the 'Posting Date' field is auto populated. Verify the 'Receipt Date' field is auto populated. Verify the 'Deposit Date' field is auto populated. Select all other fields as required. Navigate to 'Remittance Details' section. Verify the 'Client' cell is auto populated with the client included in the interim billing batch selected in the 'Batch' section. Verify the 'EP #' cell is auto populated with the episode number of the client included in the interim billing batch selected in the 'Batch' section. Verify the 'GuarID' cell is auto populated with the guarantor assigned to client included in the interim billing batch selected in the 'Batch' section. Verify the 'StartDate' cell is auto populated with the first date of the service rendered to the client included in the interim billing batch selected in the 'Batch' section. Verify the 'EndDate' cell is auto populated with the last date of the service rendered to the client included in the interim billing batch selected in the 'Batch' section. Locate a row with client/claim information. Verify the button from column "Add service info" is functional. Click [add service info]. Verify a service row is added below the main row, and above it's nested table. Click more times on the button. A new row is added every time the button is clicked. Add payment, adjustment and transfer transaction to desired service. Click [Save and Exit]. Click [Post Batch]. Validate that the remittance post successfully.	Topics • NX • Remittance Processing Widget