Skip to main content

Avatar NX Update 2023.09.00 Acceptance Tests

  1. Last updated
  2. Save as PDF
AV-82599 Summary | Details
'Financial Eligibility' Console Widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Financial Eligibility
Scenario 1: Validate 'Financial Eligibility' Console Widgets
Specific Setup:
  • A client is enrolled in an existing episode and has a 'Financial Eligibility' record on file (Client A)
  • A console widget for the 'Financial Eligibility' form must be defined.
  • A view must be defined with the 'Financial Eligibility' console widget & the 'Console Widget Viewer' (View A)
Steps
  1. Select "Client A" and access "View A".
  2. Navigate to the 'Financial Eligibility' console widget.
  3. Validate the "New Record" button is not present.
  4. Validate the "Open" button is present.
  5. Select the record on file for "Client A" and click [Open].
  6. Validate the 'Financial Eligibility' form is displayed.
  7. Close the form.
  8. Validate the 'Financial Eligibility' console widget is displayed.
  9. Select the record on file for "Client A" and click [View].
  10. Validate the 'Financial Eligibility' record displays as expected in the 'Console Widget Viewer'.
  11. Click [Open Record].
  12. Validate the 'Financial Eligibility' form is displayed.
  13. Close the form.
  14. Click [Close All] in the 'Console Widget Viewer'.
  15. Validate the 'Financial Eligibility' record is no longer displayed in the 'Console Widget Viewer'.
Topics
• Console Widget • Financial Eligibility • NX
AV-84377 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 - Administer an order requires validation and is unverified by Pharmacy
Steps

This prepares the system for future eMARNX / Task List functionality.
Topics
• eMAR NX • NX
AV-84669 Summary | Details
Avatar NX - Print Bill
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Print Bill
Scenario 1: Print Bill - validate print preview for HCFA-1500 NPI Version (Sort By Practitioner)
Specific Setup:
  • The 'Print Bill' form must be accessible to the logged in user.
  • Multiple 'Guarantors' must be defined and must have large and small reports for comparison. (Guarantor A) & (Guarantor B)
Steps
  1. Access the 'Print Bill' form.
  2. Enter the current date in the 'Print Charges Thru' field.
  3. Select "No" from the 'Create Claims Y/N' field.
  4. Select "HCFA-1500-NPI Version (Sort By Practitioner)" from the 'Print On What Form' field.
  5. Select "No" from the 'Print For Interim Batch' field.
  6. Select "Guarantor A" from the 'Guarantor #' field.
  7. Select "All" from 'Print For An Individual Or All Clients' field.
  8. Select "Yes" from 'Start At Beginning' field.
  9. Click [Process].
  10. Validate the plain text report screen is open for the 'Print Bill' form.
  11. Click [Print All Pages].
  12. Validate the print preview opens for all the pages of the report.
  13. Scroll to the second page.
  14. Check and take a note of the space coverage by text, formatting and available space on desired pages.
  15. Click [Return to Report].
  16. Select the same desired page from the previous steps.
  17. Click [Print Page].
  18. Validate the text in the print preview for the selected desired page occupies the same amount of space on the page as seen before in the print preview for all pages.
  19. Click [Close] and click [Yes].
  20. Select "Guarantor B" from the 'Guarantor #' field.
  21. Click [Process].
  22. Validate the plain text report screen is open for the 'Print Bill' form.
  23. Click [Print All Pages].
  24. Validate the print preview opens for all the pages of the report.
  25. Scroll to the second page.
  26. Check and take a note of the space coverage by text, formatting and available space on desired pages.
  27. Click [Return to Report].
  28. Select the same desired page from the previous steps.
  29. Click [Print Page].
  30. Validate the text in the print preview for the selected desired page occupies the same amount of space on the page as seen before in the print preview for all pages.
  31. Click [Close] and click [No].
Topics
• NX • Print Bill
AV-84737 Summary | Details
Avatar NX - Large Export Files
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Report Definition (PM)
  • Report Definition Export
  • Report Definition Import (PM)
Scenario 1: NX - Report Definition Export
Specific Setup:
  • The logged in user must have access to following forms:
  • Report Definition
  • Report Definition Export
  • Report Definition Import
  • A large report must be defined (Report A).
Steps
  1. Access the 'Report Definition' form.
  2. Enter and select "Report A".
  3. Select "Yes" in the 'Is Report Eligible for Export' field.
  4. Validate the version number is displayed as expected.
  5. Click [Submit].
  6. Access the 'Report Definition Export' form.
  7. Enter and select "Report A".
  8. Validate the version number is displayed as expected.
  9. Click [Begin Export].
  10. Validate the "Downloading" loader appears and the file downloads successfully.
  11. Click [Discard].
  12. Access the 'Report Definition Import' form.
  13. Click [Select Report Import File].
  14. Validate the 'File Upload' dialog appears along with the system dialog box for file selection.
  15. Select the downloaded file and click [Open].
  16. Select the "Overwrite Existing" in the 'Overwrite Existing Report or Create New Report (Please Note: This is only applicable if the current system contains a prior version of the report contained within the import file.)' field.
  17. Click [Begin Import Scan].
  18. Validate 'Import Scan Results' field states "There are no errors/warnings found within the import file."
  19. Click [Begin Import].
  20. Validate 'Confirm' dialog is displayed stating "Import Complete!".
  21. Click [OK].
  22. Click [Discard] and [Yes].
Topics
• NX • Report Definition Export
AV-85511 Summary | Details
OENX - Orders This Episode - My Favorites
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Code Setup
  • Orders This Episode
  • Order Group Setup
Scenario 1: OENX - Orders This Episode - My Favorites - Dosage Unit - External Pharmacy Mode
Specific Setup:
  • A pharmacy-type order code must have "Tablet" selected in the 'Default Dispense Quantity Unit' field in the 'Order Code Setup' form. (Order Code A)
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" in the 'New Order' field.
  3. Populate the 'Dose', 'Frequency', 'Reason', 'Reason Text', and 'Duration' fields.
  4. Click [My Favorites-Star].
  5. Click [Refresh].
  6. Click 'My Favorites' and select "Order Code A" and click [Add to Scratchpad] and [Final Review].
  7. Validate the 'Interaction' dialog is displayed.
  8. Override all interactions and click [Save Override and Exit].
  9. Validate the 'Final Review' dialog is displayed.
  10. Select "None" in the 'Output' field and click [Sign].
  11. Validate the 'Order grid' contains an order for "Order Code A".
Scenario 2: OENX - Orders This Episode - Order Group containing an order code where all values are populated upon adding to Scratchpad
Specific Setup:
  • A pharmacy-type order code must have "Tablet" selected in the 'Default Dispense Quantity Unit' field in the 'Order Code Setup' form. (Order Code A)
  • "Order Code A" must be added to an 'Order Group'. (Order Group A)
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Group A" in the 'New Order' field.
  3. Validate the "Order Group" dialog is displayed.
  4. Select "Order Code A", populate all fields, and click [Add to Scratchpad] and [Final Review].
  5. Validate the 'Interactions' dialog is displayed.
  6. Override all interactions and click [Save Override and Exit].
  7. Validate the 'Final Review' dialog is displayed.
  8. Select "None" in the 'Output' field and click [Sign].
  9. Validate the 'Order grid' contains an order for "Order Code A".
Topics
• NX • Order Entry Console
AV-86260 Summary | Details
OENX - Home Medications - External RxHx and Prescriber's Queue
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Home Medications
Scenario 1: OE NX - Home Medications without a mapped program in the 'OrderConnect Facility/Agency Definition' form - Order Labs, External RxHx and Prescriber's Queue links
Specific Setup:
  • A client must have an active inpatient episode whose program is not mapped in the 'OrderConnect Facility/Agency Definition' form. (Client A)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Validate the 'Program' field underneath the 'Scratchpad' does not contain a value.
  4. Click the 'Order Labs' link.
  5. Validate a message is displayed stating: "No Program selected below the Scratchpad." and click [OK].
  6. Click the 'External RxHx' link.
  7. Validate a message is displayed stating: "No Program selected below the Scratchpad." and click [OK].
  8. Click the 'Prescriber's Queue' link.
  9. Validate a message is displayed stating: "No Program selected below the Scratchpad." and click [OK].
  10. Select any program in the 'Program' field below the 'Scratchpad'.
  11. Click the 'Order Labs' link.
  12. Validate the 'Current Order Profile' is displayed.
  13. Click [Close Chart].
  14. Click the 'External RxHx' link.
  15. Validate the 'Third Party Medication History' is displayed.
  16. Click [Close Chart].
  17. Click the 'Prescriber's Queue' link.
  18. Validate the 'Prescriber's Queue' is displayed.
  19. Click [Close Chart].
Topics
• Home Medications • NX
AV-86738 Summary | Details
Avatar NX - User Access
Scenario 1: Mental Status Assessment - validate user access
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • There must be two users defined:
  • A user with full access to the 'Mental Status Assessment' that is currently logged in (User A).
  • A user with read-only access to the 'Mental Status Assessment' (User B).
Steps
  1. Select "Client A" and access the 'Mental Status Assessment'.
  2. Select "Draft" from the 'Assessment Status' field.
  3. Enter the current date in the 'Assessing Date' field.
  4. Enter the desired time in the 'Assessment Time' field.
  5. Enter the desired staff member in the 'Assessing Clinician' field.
  6. Populate the desired values for the remainder of the form.
  7. Click [Submit].
  8. Validate a 'Pre-Display Confirmation' stating: Do you want to return to the Pre-Display? and click [Yes].
  9. Validate the record displays and the 'Delete' button is present.
  10. Click [Cancel].
  11. Log out.
  12. Log in as "User B".
  13. Select "Client A" and access the 'Mental Status Assessment'.
  14. Validate the record from the previous steps is present and select it.
  15. Validate the 'Delete' button is not present.
  16. Click [Edit].
  17. Validate the form displays as read-only and the fields are disabled.
  18. Close the form.
Topics
• Mental Status Assessment • NX • User Access
AV-86851 Summary | Details
Avatar NX - 'My To Do's' widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan - NonEpisodic
Scenario 1: Undocked Form - Signing off on documents in the 'My To Do's' widget
Specific Setup:
  • Two clients must be enrolled in an existing episode (Client A) and (Client B).
  • A user is a staff member and has the 'My To Do's' widget on their myDay view (User A).
  • "User A" is defined with an associated staff member and logged in.
  • Another user must be defined (User B).
  • "Client A" must and have a progress note routed to "User A" for approval.
  • Document routing must be enabled for the 'Individual Progress Note' form.
Steps
  1. Access the undocked 'Individual Progress Note' form.
  2. Validate the undocked 'Individual Progress Note' form opens.
  3. Switch to the myDay view.
  4. Navigate to the 'My To Dos' widget.
  5. Navigate to the 'Document to Sign' for "Client A" and click [Review].
  6. Switch to the undocked 'Individual Progress Note' form.
  7. Select "Client B" in the 'Select Client' field.
  8. Populate all required and desired fields.
  9. Select "Final" in the 'Draft/Final' field.
  10. Click [Submit Note].
  11. Validate that the 'Confirm Document' dialog is displayed with the progress note data, including an electronic signature at the bottom for the current user/staff member as the Author.
  12. Click [Sign and Route].
  13. Enter the password associated with the logged in user and click [Verify].
  14. Validate the 'Route Document To' dialog is displayed.
  15. Select the "User A" as the 'Approver'.
  16. Click [Submit].
  17. Validate a 'Progress Notes' dialog is displayed stating: "Note Filed."
  18. Click [OK]
  19. Switch to the 'Documents to Review' window.
  20. Validate a 'Confirm' dialog stating "There are one or more items within your Workflow Management To Do List."
  21. Click [OK].
  22. Validate the episode number displays with each record in the 'Documents to Review' window.
  23. Click [Accept] and [Sign].
  24. Enter the password and click [Verify].
  25. Validate the 'Documents to Review' window closes.
  26. Validate the To-Do is no longer displayed for "Client A".
  27. Validate the To-Do is displayed for "Client B".
  28. Validate the 'Ellipsis' displays.
  29. Click this and validate a menu.
  30. Select "Create Note to Self" from the menu.
  31. Validate a 'Note to Self' dialog and type any value in the 'Create a new note' field.
  32. Click [OK].
  33. Verify the icon is a check box.
  34. Mouse over the icon and validate the note displays.
  35. Click the 'Ellipsis' and select "Re-Assign To Do" from the menu.
  36. Validate a 'Continue?' dialog stating: "This to-do cannot be re-assigned with the "Reassign To-Do Item" form, continuing will open "Approver Override" and click [OK].
  37. Validate the 'Approver Override' form displays with the data from the note.
  38. Click [Update Approvers].
  39. In the 'Route Document To' dialog, deselect "User A" as an approver in the approver list.
  40. In the 'Add Approver' field search for "User B" and then click [Add] to add the user to approver list.
  41. Click [Submit].
  42. Close the form.
  43. Validate the To-Do for "Client B" no longer displays.
  44. Click [Change].
  45. Validate a 'Select Staff' dialog.
  46. Select "User B" and click [OK].
  47. Validate the To-Do's display for "User B" and the to do for "Client B" is present.
  48. Click [Review].
  49. Validate the episode number displays under the 'Documents to Review' window.
  50. Click [Accept] and [Sign].
  51. Enter the password and click [Verify].
  52. Validate the 'Documents to Review' window closes.
  53. Close the To Do's.
  54. Switch to the undocked 'Individual Progress Note' form.
  55. Close the form.
Scenario 2: NX - 'My To Do's' Widget - Validate episode display when reviewing documents
Specific Setup:
  • A client is enrolled in an existing episode and have a problem filed in the 'Problem List' (Client A).
  • A non-episodic copy of the Treatment Plan must be defined with document routing enabled (Treatment Plan Non-Episodic).
  • The logged in user must have the 'My To Do's' widget configured on a view.
  • A practitioner must be associated with the logged in user (Practitioner A).
  • "Practitioner A" must have multiple documents routed to them in the 'My To Do's' widget.
Steps
  1. Select "Client A" and access the 'Treatment Plan Non-Episodic' form.
  2. Click [Plan Date T].
  3. Select the desired value in the 'Plan Type' field.
  4. Enter the desired value in 'Plan Name' field.
  5. Select "Draft" in the 'Treatment Plan Status' field.
  6. Select the desired problem to include in the plan from the 'Problems' grid.
  7. Click [Launch Plan].
  8. Select the problem.
  9. Select the desired value from the 'Status' field.
  10. Populate any desired fields.
  11. Click [Return to Plan] and click [OK].
  12. Select "Final" in the 'Treatment Plan Status' field.
  13. Click [Submit].
  14. Validate the plan displays as expected and click [Sign and Route].
  15. Enter password for the logged in user and click [Verify].
  16. Enter and select "Practitioner A" in the 'Add Approver' field and click [Add].
  17. Click [Submit].
  18. Navigate to the 'My To Do's' widget.
  19. Open the 'My To Do's widget
  20. Validate the newly created plan for "Client A" is displayed as expected under the ''Documents to Sign' field.
  21. Click [Review All - Documents to Sign].
  22. Validate the episode number displays following the client name and id number when applicable.
  23. Validate "EP:-" displays for the newly created plan.
  24. Click [Accept] and [Sign] for the newly created plan for "Client A".
  25. Enter the password associated with the logged in user and click [Verify].
  26. Validate the selected To Do no longer displays and the count updates as expected.
Topics
• "My To Do's" widget • NX • Treatment Plan
AV-87461 Summary | Details
Registry Settings - 'Gender Display'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
Scenario 1: 'Advanced Client Search' validations
Specific Setup:
  • The logged in user must have access to the 'Registry Settings' form.
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Gender Display" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Enter "F&M" in the 'Registry Setting Value' field.
  5. Click [Submit], [OK] and [No].
  6. Access the "Advanced Client Search" link.
  7. Click the 'Sex' field.
  8. Validate "Male" and "Female" display as expected.
  9. Click [Close].
  10. Access the 'Registry Settings' form.
  11. Enter "Gender Display" in the 'Limit Registry Settings to the Following Search Criteria' field.
  12. Click [View Registry Settings].
  13. Enter "F&M&U" in the 'Registry Setting Value' field.
  14. Click [Submit], [OK], and [No].
  15. Access the "Advanced Client Search" link.
  16. Click the 'Sex' field.
  17. Validate "Male", "Female", and "Unknown" display as expected.
  18. Click [Close].
Topics
• Client Search • NX • Registry Settings
AV-87640 Summary | Details
CFMS - Batch Transaction Posting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Team Definition
  • Account Registration
  • Admission
  • Avatar NX Report Viewer
  • Batch Transaction Posting
  • Report of Transactions Posted
Scenario 1: Team Definition - Add/Delete a Team
Specific Setup:
  • Have users defined in form "User Definition".
  • Have user roles defined in form "User Role Definition".
Steps

1. Open the Team Definition form.

2. Set the 'Team ID' field to the desired Team ID.

3. Set the 'Team Description' field to the desired value.

4. Select "Yes" from the 'Active' field.

5. Select desired value in ‘Disable Adding Clients to Caseload’.

6. Select desired value in ‘Use Team Finalizer as Default Supervisor for Document Routing’.

7. Select desired value in ‘Physician Team’.

8. Select desired value in ‘Team Accepts Consult Orders’.

9. Click [Select Programs].

10. Select the desired programs.

11. Click [OK].

12. Click [Select Sites].

13. Select the desired sites].

14. Click [OK].

15. Click [Select Units].

16. Select the desired units.

17. Click [OK].

18. Click [Select Roles].

19. Select the desired roles.

20. Click [OK].

21. Click [Select Users].

22. Select the desired users.

23. Click [OK].

24. Click [File].

25. Open the "Team Definition" form.

26. Click [Select Team].

27. Select the team created in the previous steps.

28. Validate that the 'Team Information' field contains the programs, sites, units, roles, and users selected when creating the team.

29. Validate that the ‘Disable Adding Clients to Caseload’ field contains the value that was submitted.

30. Validate that the ‘Use Team Finalizer as Default Supervisor for Document Routing’ field contains the value that was submitted.

31. Validate that the ‘Physician Team’ field contains the value that was submitted.

32. Validate that the ‘Team Accepts Consult Orders’ field contains the value that was submitted.

Scenario 2: Financial Eligibility - filling out financial eligibility for a client
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Access the 'Financial Eligibility' form.
  2. Search for and select "Client A" in the 'Select Client' dialog.
  3. Select the 'Guarantor Selection' tab.
  4. Click [Add New Item].
  5. Enter any value in the 'Guarantor #' field.
  6. Enter a value that contains special characters in the 'Guarantor Name' field and press the "Tab" key.
  7. Reselect the value in the 'Guarantor #' field.
  8. Select any value in the 'Guarantor Plan' field.
  9. Select "No" in the 'Customize Guarantor Plan' field.
  10. Validate a "Confirm" message is displayed stating: This Will Delete Any Information Previously Filed In 'Customize Plan'.
  11. Click [OK].
  12. Select "Yes" in the 'Eligibility Verified' field.
  13. Enter the current date in the 'Coverage Effective Date' field.
  14. Select any value in the 'Client's Relationship To Subscriber' field.
  15. Enter any value in the format of LASTNAME,FIRSTNAME in the 'Subscriber's Name' field.
  16. Enter any value in the 'Subscriber Address - Street Line 1' field.
  17. Enter any value in the 'Subscriber's Address - Zipcode' field.
  18. Enter any value in the 'Subscriber's Social Security #' field.
  19. Select any value in the 'Subscriber Sex' field.
  20. Select "Yes" in the 'Coordination of Benefits' field.
  21. Select "Yes" in the 'Subscriber Assignment of Benefits' field.
  22. Select any value in the 'Subscriber Release Of Info' field.
  23. Select the 'Financial Eligibility' tab.
  24. Select the guarantor selected in the previous steps in the 'Guarantor #1' field.
  25. Click [Submit].
Scenario 3: Frequency Code Setup - Editing a frequency code
Specific Setup:
  • A frequency code must exist in the application (Frequency Code A).
Steps
  1. Access the 'Frequency Code Setup' form.
  2. Select "Edit Existing Code" in the 'Add/Edit Frequency Code' field.
  3. Search for and select "Frequency Code A" in the 'Existing Frequency Code' field.
  4. Select "Yes" in the 'Interval Frequency' field.
  5. Enter any value in the 'Every Nth Hour' field and press the 'Tab' key.
  6. Validate the 'Every Nth Minute' field is disabled.
  7. Validate the 'Times/24 Hours' field contains the appropriate value.
  8. Clear the 'Every Nth Hour' field and press the 'Tab' key.
  9. Validate the 'Every Nth Minute' field is enabled.
  10. Validate the 'Times/24 Hours' field is cleared.
  11. Make any desired changes.
  12. Click [Submit].
  13. Validate that a 'Form Return' dialog stating: "Submitting has completed. Do you wish to return to form?"
  14. Click [No].
Scenario 4: Avatar CFMS - Account Registration
Specific Setup:
  • Testing is for regression purposes only. No changes will be seen in the CFMS forms when the update is installed.
  • Client has an account on file in the "Account Registration" form in Avatar CFMS.
Steps
  1. Open "Account Registration" form.
  2. Select any test client in the "Select Client" dialog.
  3. Select "Edit Existing Account" from the "Create New or Edit Existing Account" drop down list field.
  4. Select an account from the "Existing Account Number" drop down list field.
  5. Navigate to the "Account Maximum Balance" field.
  6. Edit the field to change the dollar value.
  7. Click [Submit].
Scenario 5: CFMS - Batch Transaction Posting Workflow
Specific Setup:
  • Account Registration:
  • Identify two clients that have been registered and the account types.
Steps
  1. Open 'Batch Transaction Posting'.
  2. Select the 'Transactions To Post' section.
  3. Click [Add New Item].
  4. Enter the data to create a record for one client.
  5. Click [Add New Item].
  6. Enter the data to create a record for the other client.
  7. Select the 'Batch Transaction Posting' section.
  8. Add data to required and optional fields as desired.
  9. Click [Print Transaction Information] and verify the report detail.
  10. Close the report.
  11. Click [Submit].
  12. If desired, open 'Report Of Transactions Posted' and enter the data to process the report.
  13. Click [Process].
  14. Validate that the report contains the correction information.
  15. Close the report.
  16. Close the form.
Topics
• CFMS • Financial Eligibility • NX • Setup • Task Frequency • Task List
AV-87706 Summary | Details
Avatar NX - Clinical Document Viewer
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Document Viewer
Scenario 1: Clinical Document Viewer - View documents for an individual client
Specific Setup:
  • A client has many finalized documents (Client A).
Steps
  1. Access the 'Clinical Document Viewer' form.
  2. Select "Individual" in the 'Select All or Individual Client' field.
  3. Enter "Client A" in the 'Select Client' field.
  4. Select "All" in the 'Episode' field.
  5. Enter the desired dates in the 'Start' and 'End' fields.
  6. Click [Process].
  7. Take note of the number of results returned.
  8. Navigate back to the 'Search' section.
  9. Clear out the 'Start' and 'End' fields.
  10. Click [Process].
  11. Validate more results are returned then before.
  12. Select the desired document in the 'Search Results' field.
  13. Click to view the document.
  14. Validate document data is displayed.
  15. Click [Close All Documents].
  16. Navigate back to the "Search" section.
  17. Click [Close].
  18. Access the 'Clinical Document Viewer' form.
  19. Select "Individual" in the 'Select All or Individual Client' field.
  20. Enter "Client A" in the 'Select Client' field.
  21. Select "All" in the 'Episode' field.
  22. Select "Final" in the 'Document Status' field.
  23. Click [Process].
  24. Validate only documents with a "Final" status display.
  25. Scroll to the bottom of the table.
  26. Select the "View" checkbox of the last record and validate the user is not moved to the top of the page.
  27. Click [View].
  28. Validate document data is displayed as expected.
  29. Click [Close All Documents].
  30. Select the "Print" checkbox of the last record and validate the user is not moved to the top of the page.
  31. Click [Print Selected].
  32. Validate a print dialog displays the document as expected.
  33. Click [Cancel].
  34. Navigate back to the "Search" section.
  35. Click [Close].
Scenario 2: Clinical Document Viewer - View and Print
Specific Setup:
  • A client must be enrolled in an existing episode and have many documents that have been routed, scanned and imported (Client A).
Steps
  1. Access the 'Clinical Document Viewer' form.
  2. Select "Client" from the 'Select Type' field.
  3. Select "Individual" in the 'Select All or Individual Client' field.
  4. Enter "Client A" in the 'Select Client' field.
  5. Click [Process].
  6. Scroll down to the bottom of the search results.
  7. Select the "View" checkbox for a record and validate that the user is not moved to the top of the page.
  8. Select the "Print" checkbox for same record and validate that the user is not moved to the top of the page.
  9. Uncheck the "View" and "Print" checkboxes.
  10. Select any four documents to view.
  11. Validate that all the documents open and display as expected.
  12. Click [Close All Documents].
  13. Select the same documents to print.
  14. Click [Print Selected].
  15. Validate all the documents preview and print out as expected.
  16. Navigate back to the "Search" section.
  17. Click [Close].
Topics
• Clinical Document Viewer • NX
AV-87875 Summary | Details
Avatar NX - Dropdowns
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client eMAR Hard-Copy Report
  • Progress Notes (Group and Individual)
Scenario 1: Avatar NX - validate various dropdowns within the application
Specific Setup:
  • The logged in user (User A) must have the following widgets configured to a view (View A):
  • My Calendar, Coming In Today, Progress Notes
  • Document Routing should be disabled for the 'Progress Notes (Group and Individual)' form.
  • A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view).
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Navigate to the 'Coming In Today' widget.
  2. Click the 'Staff Calendars' tab.
  3. Minimize the browser so that the 'Time-Slot Duration' dropdown aligns with the bottom of the browser.
  4. Click the 'Time-Slot Duration' and validate the dropdown displays as expected and is not hidden.
  5. Access the 'My Calendar' widget and validate it displays as expected.
  6. Click the 'Time-Slot Duration' and validate the dropdown displays as expected and is not hidden.
  7. Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
  8. Minimize the browser to a smaller area so that only the top row of fields are visible on the form.
  9. Scroll to each dropdown on the form and validate the dropdowns display as expected and are not hidden when opened.
  10. Maximize the browser.
  11. Discard the form.
  12. Access the 'All Documents' view.
  13. Minimize the browser to a smaller area such that only the 'Widget Selection' dropdown is visible.
  14. Click the 'Widget Selection' dropdown and validate the dropdown displays as expected and is not hidden.
  15. Maximize the browser and navigate to the 'myDay' view.
  16. Access the 'Client eMar Hard-Copy Report' form.
  17. Minimize the browser to a smaller area such that only the top row fields are visible.
  18. Scroll to each dropdown on the form and validate the dropdowns displays as expected.
  19. Close the form.
Topics
• All Documents Widget • 'Coming In Today' widget • My Calendar • NX • Progress Notes (Group And Individual)
AV-89480 Summary | Details
Avatar NX - Session Monitor
Scenario 1: Avatar NX - Session Monitor
Steps

Internal Testing Only.
Topics
• NX • Progress Notes • Session Monitor
AV-90137 Summary | Details
Avatar NX - 'Change MR#' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Change MR#
Scenario 1: Change MR# - Form Validations
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Change MR#' form
  2. Select "Client A" in the 'Client ID' field.
  3. Click [Assign MR#].
  4. Validate a message is displayed stating: Auto Assign Next ID Number?
  5. Click [Yes].
  6. Validate the 'New Client ID#' field contains the new ID for "Client A".
  7. Click [Submit].
  8. Validate the form submits successfully and the client now displays with the new ID#.
Topics
• Call Intake • Change MR# • NX
AV-90591 Summary | Details
OENX - Scratchpad - Missing Required Fields red flag
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Home Medications
  • Orders This Episode
  • Order Entry Console
Scenario 1: OENX - Home Medications - Hover Over Required Field Flag
Specific Setup:
  • A pharmacy-type order code must exist. (Order Code A)
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click on "Home Medication" tab.
  3. Search for and select "Order Code A" in the 'New Order' field.
  4. Click [Add to Scratchpad].
  5. Validate the order is displayed in the 'Scratchpad' with a red flag in the 'Action' column.
  6. Hover over the red flag and validate it states: Missing Required Fields: Stop Date, Directions, Dispense Quantity, Frequency, Dose.
  7. Select the order in the 'Scratchpad'.
  8. Populate all required fields and click [Update Order].
  9. Validate the red flag is no longer displayed.
  10. Click [Final Review].
  11. Validate the 'Final Review' dialog is displayed.
  12. Select "None" in the 'Output' field and click [Sign].
  13. Validate a new order is displayed in the 'Order grid'.
Scenario 2: OENX - Order This Episode - Create and DC Schedule II order in external pharmacy mode - Hover Over Required Field Flag
Specific Setup:
  • A Schedule ll pharmacy-type order code must exist.(Order Code A)
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" in the 'New Order' field.
  3. Populate all required fields and click [Add to Scratchpad] and [Final Review].
  4. Validate the 'Interactions' dialog is displayed.
  5. Override all interactions and click [Save Override and Exit].
  6. Validate the 'Final Review' dialog is displayed.
  7. Select "None" in the 'Output' field and click [Sign].
  8. Validate the 'Order grid' contains an order for "Order Code A".
  9. Select the order and click [D/C] and [Add to Scratchpad].
  10. Validate that there is no red flag in the 'Action' column of the 'Scratchpad'.
  11. Click [Final Review]
  12. Validate the 'Final Review' dialog is displayed.
  13. Select "None" in the 'Output' field and click [Sign].
Scenario 3: OENX - Admission Reconciliation - Hover Over Required Field Flag
Specific Setup:
  • A pharmacy-type order code must exist. (Order Code A)
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Home Medications' tab and create a new medication.
  3. Check the 'Medication history reviewed and completed for Episode #1' checkbox.
  4. Click on "Admission Reconciliation" tab.
  5. Search for and select "Order Code A" in the 'New Order' field.
  6. Click [Add to Scratchpad]
  7. Validate that order appears in the 'Scratchpad' with a red flag in the 'Action' column.
  8. Hover over the red flag and validate it states: Missing Required Fields: Stop Date, Directions, Dispense Quantity, Dispense Quantity Unit, Frequency, Dose, Stop Time.
  9. Select the order in the 'Scratchpad'.
  10. Populate all required fields and click [Update Order].
  11. Validate the red flag is no longer displayed.
  12. Click [Hold in Pending Status].
Scenario 4: OENX - Discharge Reconciliation - Hover Over Required Field Flag
Specific Setup:
  • A client must have an active inpatient episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click on "Discharge Reconciliation" tab.
  3. Search for and select any medication in the 'New Order' field.
  4. Click [Add to Scratchpad].
  5. Validate the order in the 'Scratchpad' has a red flag in the 'Action' column.
  6. Hover over the red flag and validate it states: Missing Required Fields: Stop Date, Directions, Dispense Quantity, Frequency, Dose.
  7. Select the order in the 'Scratchpad'.
  8. Populate all required fields and click [Update Order].
  9. Validate the red flag is no longer displayed.
  10. Click [Hold in Pending Status].
Scenario 5: OENX - Order This Episode - Create and DC Free Text order - Hover Over Required Field Flag
Specific Setup:
  • Any pharmacy-type order code must exist. (Order Code A)
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" in the 'New Order' field.
  3. Select any value in the 'Frequency' field.
  4. Click [Free Text] which disables the 'Dose' and 'Dose Unit' fields.
  5. Populate all required fields and click [Add to Scratchpad].
  6. Validate that the order is displayed in the 'Scratchpad' with no red flag in the 'Action' column.
  7. Click [Sign].
  8. Select the order in the order grid and click [D/C] and [Add to Scratchpad].
  9. Validate that the order is displayed in the 'Scratchpad' with no red flag in the 'Action' column.
  10. Click [Sign].
Topics
• Home Medications • NX • Order Entry Console
AV-90981 Summary | Details
Avatar NX - Guardiant
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Diagnosis
  • Progress Notes (Group and Individual)
  • Treatment Plan
  • Guardiant
Scenario 1: Avatar NX - Guardiant/Flight Recorder Enhancements
Steps

Internal Testing Only.

Scenario 2: Avatar NX - Validate 'Program' and 'Location' in Guardiant
Steps

Internal Testing Only.
Topics
• Diagnosis • myAvatar NX Only • NX • Progress Notes • Progress Notes (Group And Individual) • Treatment Plan
AV-91098 Summary | Details
Avatar NX - 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 document must exist for import.
  • 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
  1. Select "Client A" and launch the 'Client Dashboard'.
  2. Click the 'Document Capture' icon.
  3. Click [Import].
  4. Select the desired episode from the 'Select Episode' field.
  5. Click [OK].
  6. Validate the 'Document Capture' opens in a separate window and displays as expected.
  7. Select any value in the 'Document Type' field.
  8. Enter any value in the 'Document Description' field.
  9. Click [Capture] and [Browse].
  10. Locate the file to be imported and click [Open] and [Done].
  11. Validate the image displays.
  12. Click [Save].
  13. Validate a message stating: "Save Was Successful." and "Document Added to Avatar!"
  14. Click [Close Document Capture].
  15. Close the 'Client Dashboard'.
  16. Navigate to the 'All Documents' view.
  17. Validate the newly imported episodic document is present and select it.
  18. Validate the 'Console Widget Viewer' displays the document.
  19. Click [Close All].
  20. Validate the 'Console Widget Viewer' no longer displays the document.
Scenario 2: Validate Document Capture - Import Non-Episodic
Specific Setup:
  • Perceptive must be configured and enabled.
  • Please note: this is for Avatar NX systems only.
  • 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
  1. Select "Client A" and launch the 'Client Dashboard'.
  2. Click 'Document Capture' icon.
  3. Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?"
  4. Click [Import].
  5. Select "Non-episodic" in the "Episode" field.
  6. Validate the 'Document Capture' opens in a new window.
  7. Select any value in the 'Document Type' field.
  8. Enter any value in the 'Document Description' field.
  9. Click [Capture] and [Browse].
  10. Locate the file to be imported and click [Open] and [Done].
  11. Validate the image displays.
  12. Click [Save].
  13. Validate a message stating: "Save Was Successful." and "Document Added to Avatar!"
  14. Click [Close Document Capture].
  15. Close the 'Client Dashboard'.
  16. Navigate to the 'All Documents' view.
  17. Validate the newly imported non-episodic document is present and select it.
  18. Validate the 'Console Widget Viewer' displays the document as expected.
  19. Click [Close All].
  20. Validate the 'Console Widget Viewer' no longer displays the document.
Topics
• Console Widget • NX
AV-91179 Summary | Details
Document Routing - Crystal Reports
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document Routing Setup (PM)
  • Review To Do Item
Scenario 1: Document Routing with Crystal Report - "Allow Notifications When Final" validations
Specific Setup:
  • Have 2 users: [StaffA] and [StaffB]
  • Both users have the "My To Do's" widget on their home view
  • Have a form [TestForm] that is enabled for document routing.
  • Have a 'Crystal Report' created based on that form that has been imported for 'Document Routing' through the 'Import Reports' form.
  • In form "Document Routing Setup", [TestForm] has prompt "Allow Notifications When Final" set to "Yes" and "Allow Notifications With No Approvers" set to "Yes"
  • Login as [StaffA]

.

Steps
  1. Access form [TestForm] and select a client [TestClient]
  2. Populate the desired fields on the form
  3. Select "Final" in the 'Draft/Final' field.
  4. Validate a "Confirm Document" screen displays the data populated in the form, as expected
  5. Scroll to the last page of the document
  6. Validate the electronic signature is displayed as expected. For example: "Electronically Signed by: "StaffA" on 01/01/2023 at 9:00AM EDT Author"
  7. Click [Accept and Route/Notify]
  8. At the "Route To Document" screen
  9. Search for [StaffB] in the "Add users to Notify when Final" search box
  10. Click [Add]
  11. Validate [StaffB] is added in the "Approver/Notify" section and has the "Notify" checkbox selected
  12. Click [Submit]
  13. Log out as [StaffA]
  14. Log in as [StaffB]
  15. Navigate to the "My To Do's" widget
  16. Locate the To Do sent in step 1 and open the To Do
  17. Validate the To Do information displayed is as expected
  18. Click the "Reviewed" check box
  19. Click [Submit]
  20. Validate the To Do is removed from the To Do's list
  21. Access the 'Clinical Document Viewer' form.
  22. Select [TestClient]
  23. Click [Process] to display documents created
  24. In the document list locate the row for document created in step 1
  25. Double-click on the row to display the document contents
  26. Validate data is populated in the document as expected
  27. Scroll to the last page of the document
  28. Validate the electronic signature is displayed as expected. For example: "Electronically Signed by: "StaffA" on 01/01/2023 at 9:00AM EDT Author"
  29. Close the form
  30. Open form "Document Routing Setup"
  31. Select [TestForm] for edit
  32. Set prompt "Allow Notifications with No Approvers" to "No"
  33. Submit the form
  34. Log out as [StaffB]
  35. Log in as [StaffA]
  36. Access form [TestForm] and select a client [TestClient]
  37. Populate the desired fields on the form
  38. Select "Final" in the 'Draft/Final' field.
  39. Validate a "Confirm Document" screen displays the data populated in the form, as expected
  40. Scroll to the last page of the document
  41. Validate the electronic signature is displayed as expected. For example: "Electronically Signed by: "StaffA" on 01/02/2023 at 9:00AM EDT Author"
  42. Click [Accept and Route/Notify]
  43. At the "Route To Document" screen
  44. Search for [StaffB] in the "Add users to Notify when Final" search box
  45. Click [Add]
  46. Validate [StaffB] is added in the "Approver/Notify" section and has the "Notify" checkbox selected
  47. Search for [StaffA] in the "Approvers" search box
  48. Click [Add]
  49. Validate [StaffA] is added in the "Approver/Notify" section and has the "Approver" checkbox selected
  50. Click [Submit]
  51. Navigate to the "My To Do's" widget
  52. Locate the To Do sent in step 8c and click "Approve Document"
  53. Validate the To Do information displayed is as expected
  54. Navigate to the last page
  55. Validate the electronic signature is displayed as expected. For example: "Electronically Signed by:"StaffA" on 01/02/2023 at 9:00AM EDT Staff"
  56. Click [Accept]
  57. Validate the To Do is removed from the To Do's list
  58. Log out as [StaffA]
  59. Log in as [StaffB]
  60. Navigate to the "My To Do's" widget
  61. Locate the To Do sent in step 1 and open the To Do
  62. Validate the To Do information displayed is as expected
  63. Click the "Reviewed" check box
  64. Click [Submit]
  65. Validate the To Do is removed from the To Do's list
Topics
• Document Routing
AV-91364 Summary | Details
Avatar NX - 'My To Do's' widget
Scenario 1: 'My To Do's' widget - Approving Documents
Specific Setup:
  • The logged in user is a staff member and has the 'My To Do's' widget on their myDay view (User A).
  • Document routing is enabled for the 'Progress Notes (Group and Individual)' form.
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select "Independent Note" in the 'Progress Note For' field.
  4. Select the desired value in the 'Note Type' field.
  5. Set the 'Notes Field' field to any large value to ensure the note will be more than one page.
  6. Select "Final" in the 'Draft/Final' field.
  7. Click [Submit Note].
  8. Validate a 'Confirm Document' dialog is displayed containing the note entered in the previous steps with the ability to scroll.
  9. Click [Accept and Route].
  10. Validate the 'Route Document To' dialog is displayed.
  11. Select the "User A" as the 'Approver'.
  12. Click [Submit].
  13. Validate a 'Progress Notes' dialog is displayed stating: "Note Filed."
  14. Click [OK].
  15. Navigate to the 'My To Do's' widget.
  16. Validate there is a To-Do's for the 'Progress Notes (Group and Individual)' form for "Client A".
  17. Validate hovering mouse on 'Information icon'/'Create a New Note'/'Ellipses' display the tool tips as expected.
  18. Click [Review All].
  19. Validate the 'Documents to Review' opens with all the documents in the left-hand side.
  20. Click the 'Document Preview' icon for "Client A".
  21. Validate the To-Do for "Client A" is highlighted and displays in the 'Document Preview'.
  22. Click [Accept] and [Cancel].
  23. Validate an 'Unsaved Changes' dialog stating: "You have unsaved changes would you like to continue?" and click [OK].
  24. Click [Review] and validate the document displays the expected data with the ability to scroll.
  25. Click [Accept] and [Sign].
  26. Enter the password for "User A" in the 'Verify Password' dialog and click [Verify].
  27. Validate the To-Do is no longer displayed.
  28. Access the 'Clinical Document Viewer' form.
  29. Select "Client" in the 'Select All or Individual Client' field.
  30. Select "Client A" in the 'Select Client' field.
  31. Click [Process].
  32. Validate the document for "Client A" displays in the document list.
  33. Click to view the document.
  34. Validate that the document displays the expected data.
  35. Close the form.
Scenario 2: NX 'My Activity' hamburger menu - approving To-Do's
Specific Setup:
  • The "Send Draft To-Do to Submitting User" registry setting must be enabled for the 'Treatment Plan' form.
  • A user is defined with an associated staff member (User A).
  • "User A" must be designated as a co-signer for another defined staff member (User B).
  • A client is enrolled in and existing episode (Client A).
  • "User A" must over 1000 To Do's and be logged in.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the desired date in the 'Plan Date' field.
  3. Select any value in the 'Plan Type' field.
  4. Select "Draft" in the 'Treatment Plan Status' field.
  5. Click [Launch Plan].
  6. Click [Add New Problem].
  7. Populate any required and desired fields.
  8. Click [Return to Plan] and [OK].
  9. Click [Submit].
  10. Access the 'User Menu'.
  11. Select "Preferences" from the 'User Menu'.
  12. Select "Normal" in the 'To Do's' field and click [Save].
  13. Access the 'My Activity' hamburger menu.
  14. Select the 'To Dos' tab.
  15. Validate the total count of the To Do's displays as expected.
  16. Validate hovering mouse on 'Create a New Note'/'Ellipses' display the tool tips as expected.
  17. Scroll the records to the bottom with the scroller and validate virtual scroll works smoothly and the records are displayed correctly and within frame.
  18. Click [Review To Do Item] for "Client A".
  19. Validate the form opens as expected.
  20. Select "Reviewed" in the 'Set To Do Item to Reviewed' field and click [Submit].
  21. Validate the 'To Do' for "Client A" is no longer present and the count refreshes as expected.
  22. Close the 'My Activity' hamburger menu.
  23. Access the 'Treatment Plan' form.
  24. Enter the desired date in the 'Plan Date' field.
  25. Select any value in the 'Plan Type' field.
  26. Select "Draft" in the 'Treatment Plan Status' field.
  27. Click [Launch Plan].
  28. Click [Add New Problem].
  29. Populate any required and desired fields.
  30. Click [Return to Plan] and [OK].
  31. Click [Submit].
  32. Access the 'User Menu'.
  33. Select "Preferences" from the 'User Menu'.
  34. Select "Slideout" in the 'To Do's' field and click [Save].
  35. Access the 'My Activity' hamburger menu.
  36. Select the 'To Dos' tab.
  37. Validate the total count of the To Do's displays as expected.
  38. Validate hovering mouse on 'Create a New Note'/'Ellipses' display the tool tips as expected.
  39. Scroll the records to the bottom with the scroller and validate virtual scroll works smoothly and the records are displayed correctly and within frame.
  40. Click [Review To Do Item] for "Client A".
  41. Validate the form slides out as expected.
  42. Select "Reviewed" in the 'Set To Do Item to Reviewed' field and click [Submit].
  43. Validate the 'To Do' for "Client A" is no longer present and the count refreshes as expected.
  44. Select "Create Note to Self" from the menu.
  45. Validate a 'Note to Self' dialog and type any value in the 'Create a new note' field.
  46. Click [OK].
  47. Verify the icon is a check box.
  48. Mouse over the icon and validate the note displays.
  49. Click the 'Ellipsis' and select "Re-Assign To Do" from the menu.
  50. Validate 'Reassign To Do Item' form displays as expected.
  51. Validate 'Select User to Reassign To Do Item to' field is displayed as expected.
  52. In the 'Select User to Reassign To Do Item to' field, enter and select "User A".
  53. Click [Submit].
  54. Close the form.
  55. Validate the To-Do for "Client A" no longer displays.
  56. Access the 'My To Dos' widget.
  57. Click [Change].
  58. Validate a 'Select Staff' dialog.
  59. Select "User B" and click [OK].
  60. Validate the To-Do's display for "User B" and the to do for "Client A" is present.
  61. Click 'Reset'
  62. Close the 'My Activity' hamburger menu.
Topics
• "My To Do's" widget • Document Routing • NX • Progress Notes • Treatment Plan
AV-91370 Summary | Details
Hamburger Menu - My To Do's List
Scenario 1: NX 'My Activity' hamburger menu - approving To-Do's
Specific Setup:
  • The "Send Draft To-Do to Submitting User" registry setting must be enabled for the 'Treatment Plan' form.
  • A user is defined with an associated staff member (User A).
  • "User A" must be designated as a co-signer for another defined staff member (User B).
  • A client is enrolled in and existing episode (Client A).
  • "User A" must over 1000 To Do's and be logged in.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the desired date in the 'Plan Date' field.
  3. Select any value in the 'Plan Type' field.
  4. Select "Draft" in the 'Treatment Plan Status' field.
  5. Click [Launch Plan].
  6. Click [Add New Problem].
  7. Populate any required and desired fields.
  8. Click [Return to Plan] and [OK].
  9. Click [Submit].
  10. Access the 'User Menu'.
  11. Select "Preferences" from the 'User Menu'.
  12. Select "Normal" in the 'To Do's' field and click [Save].
  13. Access the 'My Activity' hamburger menu.
  14. Select the 'To Dos' tab.
  15. Validate the total count of the To Do's displays as expected.
  16. Validate hovering mouse on 'Create a New Note'/'Ellipses' display the tool tips as expected.
  17. Scroll the records to the bottom with the scroller and validate virtual scroll works smoothly and the records are displayed correctly and within frame.
  18. Click [Review To Do Item] for "Client A".
  19. Validate the form opens as expected.
  20. Select "Reviewed" in the 'Set To Do Item to Reviewed' field and click [Submit].
  21. Validate the 'To Do' for "Client A" is no longer present and the count refreshes as expected.
  22. Close the 'My Activity' hamburger menu.
  23. Access the 'Treatment Plan' form.
  24. Enter the desired date in the 'Plan Date' field.
  25. Select any value in the 'Plan Type' field.
  26. Select "Draft" in the 'Treatment Plan Status' field.
  27. Click [Launch Plan].
  28. Click [Add New Problem].
  29. Populate any required and desired fields.
  30. Click [Return to Plan] and [OK].
  31. Click [Submit].
  32. Access the 'User Menu'.
  33. Select "Preferences" from the 'User Menu'.
  34. Select "Slideout" in the 'To Do's' field and click [Save].
  35. Access the 'My Activity' hamburger menu.
  36. Select the 'To Dos' tab.
  37. Validate the total count of the To Do's displays as expected.
  38. Validate hovering mouse on 'Create a New Note'/'Ellipses' display the tool tips as expected.
  39. Scroll the records to the bottom with the scroller and validate virtual scroll works smoothly and the records are displayed correctly and within frame.
  40. Click [Review To Do Item] for "Client A".
  41. Validate the form slides out as expected.
  42. Select "Reviewed" in the 'Set To Do Item to Reviewed' field and click [Submit].
  43. Validate the 'To Do' for "Client A" is no longer present and the count refreshes as expected.
  44. Select "Create Note to Self" from the menu.
  45. Validate a 'Note to Self' dialog and type any value in the 'Create a new note' field.
  46. Click [OK].
  47. Verify the icon is a check box.
  48. Mouse over the icon and validate the note displays.
  49. Click the 'Ellipsis' and select "Re-Assign To Do" from the menu.
  50. Validate 'Reassign To Do Item' form displays as expected.
  51. Validate 'Select User to Reassign To Do Item to' field is displayed as expected.
  52. In the 'Select User to Reassign To Do Item to' field, enter and select "User A".
  53. Click [Submit].
  54. Close the form.
  55. Validate the To-Do for "Client A" no longer displays.
  56. Access the 'My To Dos' widget.
  57. Click [Change].
  58. Validate a 'Select Staff' dialog.
  59. Select "User B" and click [OK].
  60. Validate the To-Do's display for "User B" and the to do for "Client A" is present.
  61. Click 'Reset'
  62. Close the 'My Activity' hamburger menu.
Topics
• "My To Do's" widget • NX • Treatment Plan
AV-91404 Summary | Details
Avatar NX - Diagnosis
Scenario 1: Diagnosis - Validate sorting functionality
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Diagnosis' form.
  2. Click [Add].
  3. Select 'Update' in the 'Type of Diagnosis' field.
  4. Enter any value in the 'Date of Diagnosis' field.
  5. Enter any value in the 'Time of Diagnosis' field.
  6. Click [New Row].
  7. Enter any value in the 'Diagnosis Search' field.
  8. Select any value in the 'Diagnosing Practitioner' field.
  9. Select any value in the 'Classification' field.
  10. Click [New Row].
  11. Validate the first entry displays with dark grey text.
  12. Enter any value in the 'Diagnosis Search' field.
  13. Select "Primary" in the 'Ranking' field.
  14. Validate a dialog stating: "'Primary' Ranking is already define for row:1".
  15. Click [OK].
  16. Select "Secondary" in the 'Ranking' field.
  17. Select any value in the 'Classification' field.
  18. Click [New Row].
  19. Validate the second entry displays with dark grey text.
  20. Enter any value in the 'Diagnosis Search' field.
  21. Select "Tertiary" in the 'Ranking' field.
  22. Select any value in the 'Classification' field.
  23. Hover over the rows with the mouse and validate the cursor displays as expected.
  24. Select a column header in the 'Diagnosis' grid and validate the entries are sorted.
  25. Select a diagnosis entry and verify the 'Code Crossmapping' field displays the correct data.
  26. Edit the 'Status' field for the diagnosis entry and verify the changes are saved in the grid.
  27. Click [Submit].
  28. Validate a dialog stating: "Do you want to return to the Pre-Display?".
  29. Click [No].
Topics
• Diagnosis • NX
AV-91451 Summary | Details
Modeled Forms with 'Treatment Plan' selection leaf fields
Scenario 1: Modeled forms - Validate Modeled form with 'Treatment Plan' selection leaf
Specific Setup:
  • A modeled form must be configured with a 'Treatment Plan' selection leaf that is initially enabled and required (Form A).
  • A client is enrolled in an existing episode and has a 'Treatment Plan' on file (Client A).
Steps
  1. Select "Client A" and access "Form A".
  2. Validate the 'Treatment Plan' field label is required.
  3. Populate all fields except the 'Treatment Plan' selection leaf field.
  4. Select "Final" in the 'Draft/Final' field.
  5. Validate a message is displayed stating: The following required prompt(s) do not contain information: Treatment Plan.
  6. Click [OK].
  7. Validate a message is displayed stating: "Final" cannot be selected until all of the required prompts within the form contain information.
  8. Click [OK].
  9. Click [Select Treatment Plan Item].
  10. Select the desired treatment plan item(s) and click [Return].
  11. Validate the 'Treatment Plan' field contains the selected item(s).
  12. Select "Final" in the 'Draft/Final' field.
  13. Validate a message is displayed stating: Selecting "Final" prevents future edits.
  14. Click [OK] and [Submit].
  15. Select "Client A" and access "Form A".
  16. Select the record filed in the previous steps and click [Edit].
  17. Validate a message is displayed stating: The selection is set to "Final". Data may be viewed only.
  18. Click [OK].
  19. Validate all previously filed data is displayed.
  20. Validate the 'Select Treatment Plan Item' button is disabled.
  21. Close the form.
Topics
• Modeling • NX • Treatment Plan
AV-91523 Summary | Details
Avatar NX - Console Widget Viewer
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Console Widget Viewer
  • Diagnosis
Scenario 1: 'All Documents' widget - Validate 'Diagnosis' records
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • "Client A" has an existing diagnosis record on file (Diagnosis A) and (Diagnosis B).
  • "Client A" has an existing Admission records on file (Admission A) and (Admission B).
  • A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view).
  • The 'Diagnosis' and 'Admission' forms must be configured to the 'All Forms' tab of the 'All Documents' widget.
Steps
  1. Select "Client A" and access the 'Diagnosis' form.
  2. Select "Admission" in the 'Type Of Diagnosis' field.
  3. Enter the desired time in the 'Time Of Diagnosis' field.
  4. Click [New Row].
  5. Select the desired value in the 'Diagnosis Search' field, this will be "Diagnosis B".
  6. Select the desired practitioner in the 'Diagnosing Practitioner' field.
  7. Click [Submit].
  8. Select "Client A" and navigate to the 'All Documents' view.
  9. Select 'All Forms'.
  10. Validate "Admission A", "Admission B", "Diagnosis A", and "Diagnosis B" display.
  11. Select "Diagnosis A" and validate it displays in the 'Console Widget Viewer'.
  12. Select "Admission A" and validate it displays in the 'Console Widget Viewer'.
  13. Select "Diagnosis B" and validate it displays in the 'Console Widget Viewer'.
  14. Select "Admission B" and validate it displays in the 'Console Widget Viewer'.
  15. Select "Diagnosis B" and validate it displays in the 'Console Widget Viewer' and is not combined with "Diagnosis A".
  16. Select "Diagnosis B" and validate the tab shows in context.
  17. Close "Diagnosis A".
  18. Validate no other document tabs close and the focus shifts to the last tab.
  19. Close the last tab in context and validate no other document tabs close and the focus shifts to the next tab.
  20. Click [Close All].
Topics
• All Documents Widget • Diagnosis • NX
AV-91566 Summary | Details
Spreadsheet Batch Remittance Posting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Remittance Post Confirmation
  • Spreadsheet Batch Remittance Posting
Scenario 1: Spreadsheet Batch Remittance Posting functionality
Specific Setup:
  • Client:
  • Select a client with claimed services. A minimum of one service has no balance due. There are other services with a balance due.
  • Client Ledger is used to note the ‘TOTAL BALANCE BY GUARANTOR’.
Steps
  1. Open 'Spreadsheet Batch Remittance Posting'.
  2. Select "Create Batch" in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter a description in the 'Batch Description' field.
  4. Enter a date in the 'Posting Date' field.
  5. Enter a date in the 'Date Of Receipt' field.
  6. Select 'Yes' in 'Include Zero Balance Claims'.
  7. Select 'Yes' in ' 'Include Zero Balance Services'.
  8. Click the "Launch Work Screen" button.
  9. Enter an ID in the "Client" field.
  10. Select an episode for the selected client in the "Ep #" field.
  11. Select a claim number in the "Claim" field.
  12. Select a payor in the "Payor" field.
  13. Select a date in the "Begin Date/Svc Date" field.
  14. Select a date in the "End Date/Svc Code" field.
  15. Verify the "Total Charges" field auto populated when the claim was selected.
  16. Verify the "Liability" field auto populated when the claim was selected.
  17. Verify the "Liability" amount matches the amount noted in the "Client Ledger" report.
  18. Click [+] in the first column of the row.
  19. Validate that the client's services display, noting that the first row shows a summation of the services for the selected guarantor.
  20. Select a service with a balance due and enter an amount in the "Payment Amount" field.
  21. Select a code in the "Payment Code" field.
  22. Click [TAB] key.
  23. Validate the 'Payment Code' field displays the same value selected in the above step.
  24. Enter an amount in the "Adjust Amount" field.
  25. Select a code in the "Adjust Code" field.
  26. Click [TAB] key.
  27. Validate the 'Adjust Code' field displays the same value selected in the above step.
  28. Enter an amount in the "Transfer Amount" field.
  29. Select a code in the "Transfer Code" field.
  30. Click [TAB] key.
  31. Validate the 'Transfer Code' displays the same value selected in the above step.
  32. Select a guarantor in the "Transfer Guar" field.
  33. Verify the "New Balance" field is updated with the balance after all amounts are updated.
  34. Repeat steps 19 - 21 for a service that has no balance due.
  35. Click the "Accept" button.
  36. Click the "Submit" button.
  37. Open 'Client Ledger'.
  38. Select 'All Episodes' in 'Claim/Episode/All Episodes'.
  39. Select ‘Simple’ in ‘Ledger Type’.
  40. Click [Process].
  41. Validate that the payment, adjustments, and transfers are displayed and that the ‘TOTAL BALANCE BY GUARANTOR’ amount is reduced by the appropriate amount.
  42. Close the report.
  43. Close the form.
Scenario 2: Spreadsheet Batch Remittance Posting - Cancel Button & Display Functionality
Specific Setup:
  • Client A:
  • Identify a client with unpaid claimed services. Note the episode.
  • Use 'Client Ledger' to note the date range of services, claims number(s), and the guarantor that liability distributed to.
  • 'Create Interim Billing Batch File' has been used to create a batch for the client / services.
Steps
  1. Open the 'Spreadsheet Batch Remittance Posting' form.
  2. Select 'Create Batch' in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter the 'Batch Description'.
  4. Select the interim billing batch created in the setup section in the 'Interim Batch Number' field.
  5. Enter desired date in the 'Posting Date' field.
  6. Enter desired date in the 'Date Of Receipt' field.
  7. If desired, enter/select values in 'Receipt'.
  8. If desired, enter/select values in 'Check #'
  9. If desired, enter/select values in 'Default Guarantor'.
  10. If desired, enter/select values in 'Default Payment Code'.
  11. If desired, enter/select values in 'Default Adjustment Code'.
  12. If desired, enter/select values in 'Default Transfer Code'.
  13. If desired, enter/select values in 'Service Start Date'.
  14. If desired, enter/select values in 'Service End Date'.
  15. Click [Launch Work Screen].
  16. Validate that the 'Client' defaults.
  17. Validate that other entered/selected data defaults.
  18. Enter a 'Payment Amount'.
  19. Validate the 'Payment Code' if a value was selected in 'Default Payment Code'. Otherwise, select a 'Payment Code'.
  20. Enter a 'Adjust Amount'.
  21. Validate the 'Adjust Code' if a value was selected in 'Default Adjustment Code'. Otherwise, select a 'Adjust Code'.
  22. Enter a 'Transfer Amount'.
  23. Validate the 'Transfer Code' if a value was selected in 'Default Transfer Code'. Otherwise, select a 'Transfer Code'.
  24. Hover over the 'Transfer Guar' field.
  25. Verify that a mini table will be displayed containing a list of guarantors that are assigned to the client's episode via 'Financial Eligibility' (excluding the current guarantor) and active for the selected date of service in the same order as they set up in the 'Financial Eligibility' form.
  26. Select the desired guarantor to transfer to in the mini table.
  27. Click [Cancel].
  28. Verify 'Cancel Confirmation' message is received.
  29. Click [Yes].
  30. Click [Discard].
  31. Click [Yes].
Topics
• NX • Spreadsheet Batch Remittance Posting
AV-91659 Summary | Details
Avatar NX - 'Staff Members Hours and Exceptions'
Scenario 1: 'Staff Members Hours and Exceptions' - Verification of 'Staff Member Hours' Information Entry/Filing
Specific Setup:
  • A staff member must be defined in 'Practitioner Enrollment' (Staff Member A).
Steps
  1. Access the 'Staff Members Hours and Exceptions' form for "Staff Member A".
  2. Click [Staff Member Hours].
  3. Validate the 'Staff Member Hours' grid is displayed.
  4. Click [New Row].
  5. Double click on the 'Effective Date' field and click the [Calendar] to select the desired date.
  6. Enter the desired date in the 'End Date' field.
  7. Select the desired day in the 'Day' field.
  8. Select the desired site in the 'Site' field.
  9. Enter the desired times in the 'Start Time' and 'End Time' fields.
  10. Populate any other desired values.
  11. Click [Save], [Yes], and [Submit].
  12. Access the 'Staff Members Hours and Exceptions' form for "Staff Member A".
  13. Click [Staff Member Hours].
  14. Validate the 'Staff Member Hours' grid is displayed.
  15. Validate that the hours entered in the previous steps are displayed as expected.
  16. Clear the value in the 'End Date' field.
  17. Validate the 'End Date' field no longer contains a value.
  18. Click [Save], [Yes], and [Submit].
  19. Access the 'Staff Members Hours and Exceptions' form for "Staff Member A".
  20. Click [Staff Member Hours].
  21. Validate that the 'End Date' field does not contain any value.
  22. Close the form.
Topics
• NX • Staff Member Hours and Exceptions
AV-91822 Summary | Details
Avatar NX - Appointment Scheduling Console Widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Scheduling Widget - Client Based
  • Client Upcoming Appointments (Next 90 Days)
  • Console Widget Configuration (PM)
Scenario 1: 'Scheduling Widget - Client Based' - validate scheduling an appointment
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • A practitioner must be defined (Practitioner A).
  • The 'Scheduling Widget - Client Based' widget must be configured to a view (View A).
  • An additional myDay view must be configured for the logged in user (View B).
Steps
  1. Select "Client A" and navigate to the 'Scheduling Widget - Client Based' widget on "View A".
  2. Click [Find New Appointment].
  3. Validate the 'Find New Appointment' form launches.
  4. Enter the desired future date in the 'Search Start Date' field.
  5. Click [Find New Appointment].
  6. Select the desired available appointment with "Practitioner A" and click [OK].
  7. Validate the 'Appointment Details' form launches with the appointment data populated.
  8. Select the desired episode from the 'Episode Number' field.
  9. Enter the desired value in the 'Service Code' field.
  10. Click [Submit].
  11. Launch the 'Scheduling Calendar'.
  12. Navigate to the date in the previous steps and validate the appointment displays as expected.
  13. Click [Dismiss].
  14. Refresh the 'Scheduling Widget - Client Based' widget.
  15. Validate the appointment displays as expected.
  16. Right click on the appointment in the widget.
  17. Click [Details/Edit].
  18. Validate the 'Appointment Details' form launches with the appointment data populated.
  19. Edit the 'Appointment Start Time' field.
  20. Click [Submit].
  21. Navigate to "View B" and then back to "View A".
  22. Validate the appointment displays as expected with the new time.
  23. Right click on the appointment in the widget.
  24. Click [Delete].
  25. Validate a 'Delete Appointment' dialog stating: "Are you sure?"
  26. Click [Yes].
  27. Navigate to "View B" and then back to "View A".
  28. Validate the appointment no longer displays.
  29. Launch the 'Scheduling Calendar'.
  30. Navigate to the date in the previous steps and validate the appointment does not display.
  31. Click [Dismiss].
Scenario 2: NX - Validate user modeled widget
Specific Setup:
  • A Client must be enrolled in an episode. (Client A)
  • "Client A" must have a series of upcoming appointments scheduled.
  • An appointment scheduling console widget must be configured to display a client's upcoming appointments for the next 90 days (Widget A).
  • "Widget A" must be configured and accessible on the myDay view.
  • The 'Console Widget Configuration' form must be accessible to the logged in user.
Steps
  1. Access the 'Console Widget Configuration' form.
  2. Click the 'Scheduling' link.
  3. Select "Edit" from the 'Add New or Edit Existing' field.
  4. Select "Widget A" from the 'Select Widget' field.
  5. Select "Details/Edit" from the 'Allow the following actions on this widget via Right Click' field.
  6. Click the [File].
  7. Click [Discard] and click [Yes].
  8. Select "Client A" and scroll to "Widget A".
  9. Select the desired record and right click.
  10. Validate "Widget A" no longer reverts to webswing when only one menu option is configured.
  11. Validate the menu displays "Details/Edit" option for selection.
  12. Access the 'Console Widget Configuration' form.
  13. Click the 'Scheduling' link.
  14. Select "Edit" from 'Add New or Edit Existing' field.
  15. Select "Widget A" from the 'Select Widget' field.
  16. Select "Delete" checkbox from the 'Allow the following actions on this widget via Right Click' field.
  17. Click the [File].
  18. Click [Discard] and click [Yes].
  19. Scroll to "Widget A".
  20. Select any desired record and right click.
  21. Validate the menu displays "Details/Edit" and "Delete" options for selection.
  22. Click the "Delete" option.
  23. Validate dialog stating 'Recurring Appointments' is displayed with preselected record for deletion.
  24. Click [OK] and click [Yes].
  25. Validate "Widget A" no longer displays the deleted appointment.
Topics
• Console Widget Configuration • NX • Scheduling Calendar • Widgets
AV-91947 Summary | Details
Avatar AM NX future functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Inventory and Pump Management
  • Adjust Inventory
  • Fast Dose Dispensing
  • Inventory Type Maintenance
  • Quick Medication Order
Scenario 1: Avatar AM NX - Inventory and Pump Management - Close Inventory
Steps
  1. Internal testing only.
Scenario 2: Avatar AM NX - Validate unmounting inventory and dispensing multiple doses
Steps
  1. Internal testing only.
Topics
• Dispensing • NX
AV-91997 Summary | Details
Avatar NX - iButton
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
Scenario 1: Validate 'iButton Setup Utility' when eMAR is not installed
Specific Setup:
  • An environment must be created where the eMAR module is not installed.
  • A user must be created with access to this environment (User A).
  • "User A" must have access to the 'Registry Settings' form and be logged in.
Steps
  1. Access the 'Registry Settings form'.
  2. Enter "Two-Factor Authentication Method Registry Setting Value" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Select "Two-Factor Authentication Method Registry Setting Value" and click [OK].
  5. Enter "iButton" in the 'Registry Setting Value' field.
  6. Click [Submit].
  7. Validate a 'Registry Editor Filing' dialog displays.
  8. Click [OK] and [No].
  9. Logout.
  10. Log in as "User A".
  11. Open the 'User Menu' and validate the "iButton Setup Utility" displays as expected.
  12. Access the 'Registry Settings' form.
  13. Enter "Two-Factor Authentication Method Registry Setting Value" in the 'Limit Registry Settings to the Following Search Criteria' field.
  14. Click [View Registry Settings].
  15. Select "Two-Factor Authentication Method Registry Setting Value" and click [OK].
  16. Clear the 'Registry Setting Value' field.
  17. Click [Submit].
  18. Validate a 'Registry Editor Filing' dialog displays.
  19. Click [OK] and [No].
  20. Logout.
  21. Log in as "User A".
  22. Open the 'User Menu' and validate the "iButton Setup Utility" no longer displays.
Topics
• iButton • NX • Registry Settings
AV-92067 Summary | Details
Avatar NX - Waiting Room
Scenario 1: Waiting Room - Validate checked in appointments display in the 'Walk-in Clinic Registration/Waiting Room' and 'Walk-in Clinic/Waiting Room' widgets
Specific Setup:
  • Please note: this is for Avatar NX systems only.
  • The 'Enable Clinic Scheduling' registry setting must be set to "Y".
  • The 'Walk-in Clinic Registration/Waiting Room' and 'Walk-in Clinic/Waiting Room' widgets must be accessible on the user's myDay.
  • A site is defined with time slots for clinic hours in 'Site Registration' (Site A).
  • A staff member is defined with hours for scheduling at "Site A" (Staff Member A).
  • A client is enrolled in an existing episode (Client A).
  • Must have a large number of clients in the 'Waiting Room'.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Select "Site A" in the 'Site' field.
  3. Select "Staff Member A" in the 'Staff members' field.
  4. Right click in any available time and click [Add Appointment].
  5. Select the desired value in the 'Service Code' field.
  6. Select "Client A" in the 'Client' field.
  7. Populate all other required/desired fields.
  8. Click [Submit].
  9. Validate the appointment is displayed.
  10. Right click on the appointment and click [Check In].
  11. Validate the 'Scheduling Calendar - Check In' form is displayed.
  12. Click [Submit].
  13. Validate the appointment now displays with the checked in icon.
  14. Click [Dismiss].
  15. Navigate to the 'Walk-in Clinic Registration/Waiting Room' widget.
  16. Validate the checked in client is now visible in the waiting room.
  17. Navigate to the 'Walk-in Clinic/Waiting Room' widget (Staff View).
  18. Validate the checked in client is now visible in the waiting room.
Scenario 2: Waiting Room - Add To Waitlist
Specific Setup:
  • Please note: this is for Avatar NX systems only.
  • The 'Enable Clinic Scheduling' registry setting must be set to "Y".
  • The 'Walk-in Clinic Registration/Waiting Room' widget must be accessible on the user's myDay view.
  • A site is defined with time slots for clinic hours in 'Site Registration' (Site A).
  • A staff member is defined with hours for scheduling at "Site A" (Staff Member A).
  • A client is enrolled in an existing episode (Client A).
  • Must have a large number of clients in the 'Waiting Room'.
Steps
  1. Navigate to the 'Walk-in Clinic Registration/Waiting Room' widget.
  2. Select "Site A" in the 'Waiting Room Site' field.
  3. Select the desired value in the 'Time Slot' field.
  4. Select "Client A" in the 'Add Client' field.
  5. Validate the 'Select Episode' and 'Service Program' populate with the existing episode information.
  6. Select the desired value in the 'Location' field.
  7. Select the desired value in the 'Req. Pract. Type' field.
  8. Select the desired value in the 'Req. Pract. Gender' field.
  9. Select the desired value in the 'Req. Practitioner' field. Please note: only practitioners who meet the criteria populated in steps 7&8 will be displayed.
  10. Select the desired value in the 'Select Service' field.
  11. Select "Yes" in the 'Phone-In/Expected' field.
  12. Select "Yes" in the 'Telehealth' field.
  13. Enter the desired value in the 'Reason for Visit' field.
  14. Select "Yes" in the 'Priority' field.
  15. Click [Add to Waitlist] and [OK].
  16. Validate the client is added to the Waitlist.
  17. Validate the 'Type' field contains a red phone icon, indicating this is a high priority phone-in client that is expected but has not yet arrived.
  18. Validate the 'Name' field contains "Client A".
  19. Validate the 'Time Slot' field contains the selected time slot.
  20. Validate the 'Time Added' field contains the time added to the Waitlist.
  21. Validate the 'Time Waiting' field contains the time waiting displayed in minutes.
  22. Validate the 'Reason for Visit' field contains the value entered in the previous steps.
  23. Validate the 'Req. Practitioner.' field contains the practitioner selected in the previous steps.
  24. Validate the 'Pract. Type' field contains the value selected in the previous steps.
  25. Validate the 'Pract. Gender' field contains the value selected in the previous steps.
  26. Validate the 'Service Code' field contains the value selected in the previous steps.
Topics
• NX • Waiting Room
AV-92155 Summary | Details
Avatar AM NX future functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Inventory and Pump Management
  • Adjust Inventory
  • Fast Dose Dispensing
  • Inventory Type Maintenance
  • Quick Medication Order
Scenario 1: Avatar AM NX - Inventory and Pump Management - Close Inventory
Steps
  1. Internal testing only.
Scenario 2: Avatar AM NX - Validate unmounting inventory and dispensing multiple doses
Steps
  1. Internal testing only.
Topics
• Dispensing • NX

Avatar_NX_Update_2023.09.00_Details.csv


 

  1. Back to top
  • Was this article helpful?

Recommended articles

  1. Page type
    Reference
  2. Tags
    1. content:release
    2. llm-no-index
    3. notes:acceptance
    4. search:ready