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Avatar NX Update 2023.10.00 Acceptance Tests

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AV-53928 Summary | Details
Avatar NX - JAWS support
Scenario 1: Avatar NX - "JAWS Screen Reader" application support
Steps
  1. Avatar NX is updated to support the 'JAWS Screen Reader' application
  2. After installing the application, navigate the top menu bar of applications dialog box and click "Help"
  3. Click the "Startup Wizard" to run the through the basic setup settings.
  4. The applications default settings already selected and/or any desired changes to a setting can be used for testing
  5. Current support includes, speech recognition while navigating through fields in Avatar forms using the tab and arrow keys
  6. Current supported functionality:
  7. "Input" fields
  8. Field label names will spoken as the user navigates to the field
  9. Any value in that field will be spoken
  10. Any value entered in the field will be spoken
  11. "Single / Multiple Select Fields"
  12. Field label names will spoken as the user navigates to the field
  13. Field selection names will be spoken
  14. Value is selected or not selected status will be spoken
  15. Selecting a value can be done by navigating to the value and pressing the space bar
  16. "Text" fields
  17. Field label names will spoken as the user navigates to the field
  18. Any value in that field will be spoken
  19. Any value entered in the field will be spoken
  20. "Drop-Down" selection fields
  21. Field label names will spoken as the user navigates to the field
  22. Pressing the space bar will speak the values of each field
  23. Press enter will select that value
  24. Command "Button" fields
  25. Field label names will spoken as the user navigates to the field
  26. Pressing enter will execute that button
  27. Date fields
  28. Field name will spoken as the user navigates to the field
  29. Date inputted manually will be spoken
  30. Once in the field, user can user the arrow keys to navigate to the "Calendar". "T", or "Y" property buttons in the field, and press the space enter select that property
  31. The following key strokes are supported
  32. Press Alt +S - for form submission
  33. Press Alt +T - to discard a form
  34. Press Alt + P to add a form as a favorite
  35. Current Issues being worked on by Netsmart
  36. "Form Submission" dialogs are not spoken
  37. A user cannot tab to a "Client Picture" acquire image field
  38. In the "User Definition" form, after clicking the "Select Forms for user Access", the cursor loses focus when the form selection dialog is launched
  39. When using the spacebar to select a 'Checkbox" value in a single or multiple selection field, the cursor loses focus
Topics
• Forms • Jaws • NX
AV-76813 Summary | Details
Avatar NX - 'Select Chart Review Forms'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • User Role Definition
Scenario 1: User Role Definition - 'Select Chart Review Forms'
Specific Setup:
  • The logged in user must have access to 'User Role Definition' (User A).
  • "User A" must be assigned a user role (Role A).
  • A client must be enrolled in an existing episode (Client A).
  • "Client A" must not have any treatment plan or progress notes filed.
  • The 'Compliance Status' widget must be configured on the myDay view.
  • Compliance Rules must be set up for the following forms using the 'Compliance Rule Definition' form:
  • 'Treatment Plan' with a rule frequency of "At Least Once per Episode"
  • 'Progress Notes (Group and Individual)' with a rule frequency of "At Least Once per Episode"
Steps
  1. Access the 'User Role Definition' form.
  2. Click [Select User Role].
  3. Select "Role A" from the 'Select User Role' field and click [OK].
  4. Validate the form opens and displays "Role A" as expected.
  5. Click [Select Chart Review Forms].
  6. Validate "+" icon to add new form groups is displayed as expected.
  7. Click [+].
  8. Enter the desired value in the 'Name of new form group?' field.
  9. Click [OK].
  10. Enter "Treatment Plan" in the 'Search forms' field.
  11. Validate search result displays as expected.
  12. Select and add the 'Treatment Plan' form.
  13. Enter "Progress Notes (Group and Individual)" in the 'Search forms' field.
  14. Validate search results display as expected.
  15. Select and add 'Progress Notes (Group and Individual)' form.
  16. Click [Submit].
  17. Click [Select Chart Review Forms].
  18. Validate the created 'Form Group' displays as expected along with the added forms.
  19. Again Click [+].
  20. Enter the desired value in the 'Name of new form group?' field.
  21. Click [Ok].
  22. Click 'Search Forms' input text area and enter desired form name.
  23. Validate the search results display as expected.
  24. Select and add any two desired forms.
  25. Click [Submit].
  26. Click [Select Chart Review Forms].
  27. Validate the previously created 'Form Groups' display as expected along with the added forms to each respectively.
  28. Select the second form record from the second 'Form Group' and click [Delete].
  29. Validate a 'Delete Form' dialog stating: "Are you sure you want to remove the selected form?".
  30. Click [Yes] and validate the selected form is deleted and is no longer visible in the second 'Form Group'.
  31. Click [Delete] on the second 'Form Group'.
  32. Validate a 'Delete Form Group' dialog stating: "Are you sure you want to remove the "Form Name" form group?".
  33. Click [Yes] and validate the selected 'Form Group' is deleted and is no longer visible in the 'User Role Definition' page.
  34. Click [Submit] and [Submit].
  35. Navigate to the 'Compliance Status' widget.
  36. Validate the 'Progress Indicator' displays with 0%.
  37. Select "Client A".
  38. Validate the widget displays links for the 'Treatment Plan' and 'Progress Notes (Group and Individual)' forms with the 'Days Until Out of Compliance'.
Topics
• NX • RADplus Utilities • User Definition • User Role Definition
AV-82663 Summary | Details
OE NX - Order Entry Console (Orders This Episode) - Require Reason
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (CWS)
  • Orders This Episode
  • Registry Settings (PM)
Scenario 1: OE NX - Orders This Episode - Require Reason Code registry setting = Y - Require Reason Code off of Order Type set to "No"
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Require Reason Code' registry setting must be set to "Y".
  • The following extended attributes must be set in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”:
  • '(541) Require Reason Code' = “No”
  • '(555) Require Reason when Duration is greater than Default’ = “No”
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active inpatient episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select any pharmacy-type order code in the 'New Order' field.
  3. Validate the 'Reason' field is required.
  4. Populate all required fields, except the 'Reason' field and click [Add to Scratchpad].
  5. Validate a red flag is displayed in the 'Action' column of the 'Scratchpad'.
  6. Select the order in the 'Scratchpad'.
  7. Select a value in the 'Reason' field and click [Update Order] and [Final Review].
  8. Validate the 'Interactions' dialog is displayed.
  9. Override all interactions and click [Save Override and Exit].
  10. Validate the 'Final Review' dialog is displayed.
  11. Select "None" in the 'Output' field and click [Sign].
  12. Validate the 'Order grid' contains the new order.
Scenario 2: OE NX - Orders This Episode - Require Reason Code registry setting = Y - Require Reason Code off of Order Type set to blank
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Require Reason Code' registry setting must be set to "Y".
  • The following extended attributes must be set in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”:
  • '(541) Require Reason Code' = no value
  • '(555) Require Reason when Duration is greater than Default’ = “No”
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active inpatient episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select any pharmacy-type order code in the 'New Order' field.
  3. Validate the 'Reason' field is required.
  4. Populate all required fields, except the 'Reason' field and click [Add to Scratchpad].
  5. Validate a red flag is displayed in the 'Action' column of the 'Scratchpad'.
  6. Select the order in the 'Scratchpad'.
  7. Select a value in the 'Reason' field and click [Update Order] and [Final Review].
  8. Validate the 'Interactions' dialog is displayed.
  9. Override all interactions and click [Save Override and Exit].
  10. Validate the 'Final Review' dialog is displayed.
  11. Select "None" in the 'Output' field and click [Sign].
  12. Validate the 'Order grid' contains the new order.
Scenario 3: OE NX - Orders This Episode - Require Reason Code registry setting = N - Require Reason Code off of Order Type set to "Yes".
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Require Reason Code' registry setting must be set to "N".
  • The following extended attributes must be set in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”:
  • '(541) Require Reason Code' = "Yes"
  • '(555) Require Reason when Duration is greater than Default’ = “No”
  • A client must have an active inpatient episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select any pharmacy-type order code in the 'New Order' field.
  3. Validate the 'Reason' field is required.
  4. Populate all required fields, except the 'Reason' field and click [Add to Scratchpad].
  5. Validate a red flag is displayed in the 'Action' column of the 'Scratchpad'.
  6. Select the order in the 'Scratchpad'.
  7. Select a value in the 'Reason' field and click [Update Order] and [Final Review].
  8. Validate the 'Interactions' dialog is displayed.
  9. Override all interactions and click [Save Override and Exit].
  10. Validate the 'Final Review' dialog is displayed.
  11. Select "None" in the 'Output' field and click [Sign].
  12. Validate the 'Order grid' contains the new order.
Scenario 4: OE NX - Orders This Episode - Lab-type orders - Require Reason Code registry setting = Y - Require Reason Code off of Order Type set to "No"
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Require Reason Code' registry setting must be set to "Y".
  • The following extended attributes must be set in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Dietary”:
  • '(541) Require Reason Code' = “No”
  • '(555) Require Reason when Duration is greater than Default’ = “No”
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select any lab-type order code in the 'New Order' field.
  3. Validate the 'Reason' field is required.
  4. Populate all required fields, except the 'Reason' field and click [Add to Scratchpad].
  5. Validate a red flag is displayed in the 'Action' column of the 'Scratchpad'.
  6. Select the order in the 'Scratchpad'.
  7. Select a value in the 'Reason' field and click [Update Order] and [Sign].
  8. Validate the 'Order grid' contains the new dietary order.
Scenario 5: OE NX - Orders This Episode - Dietary-type order - Require Reason Code registry setting = Y - Require Reason Code off of Order Type set to "No"
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Require Reason Code' registry setting must be set to "Y".
  • The following extended attributes must be set in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Dietary”:
  • '(541) Require Reason Code' = “No”
  • '(555) Require Reason when Duration is greater than Default’ = “No”
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select any dietary-type order code in the 'New Order' field.
  3. Validate the 'Reason' field is required.
  4. Populate all required fields, except the 'Reason' field and click [Add to Scratchpad].
  5. Validate a red flag is displayed in the 'Action' column of the 'Scratchpad'.
  6. Select the order in the 'Scratchpad'.
  7. Select a value in the 'Reason' field and click [Update Order] and [Sign].
  8. Validate the 'Order grid' contains the new dietary order.
Topics
• NX • Order Entry Console
AV-84223 Summary | Details
Avatar NX - ScriptLink
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Discharge
  • Electronic Billing
  • Form Designer (PM)
  • Form Designer Scriptlink
  • Progress Notes (Group and Individual)
Scenario 1: Avatar NX - Scriptlink - validate the ability to launch multiple forms upon form load
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • Two forms must be configured using ScriptLink to launch on form load of the 'Discharge' form using the 'Form Designer' form.
  • A billing form (Form A)
  • Progress Notes (Group and Individual) (Form B)
Steps
  1. Select "Client A" and access the 'Discharge' form.
  2. Validate a 'Form Launch Event' dialog stating: "ScriptLink is attempting to launch the Avatar form "Form A". Press 'OK' to do this now."
  3. Click [Cancel].
  4. Validate a 'Form Launch Event' dialog stating: "ScriptLink is attempting to launch the Avatar form "Form B". Press 'OK' to do this now."
  5. Click [Cancel].
  6. Validate neither "Form A" or "Form B" open.
  7. Validate the user is taken back to the 'Discharge' form.
  8. Close the form.
  9. With "Client A" selected, access the 'Discharge' form.
  10. Validate a 'Form Launch Event' dialog stating: "ScriptLink is attempting to launch the Avatar form "Form A". Press 'OK' to do this now."
  11. Click [OK].
  12. Validate a 'Form Launch Event' dialog stating: "ScriptLink is attempting to launch the Avatar form "Form B". Press 'OK' to do this now."
  13. Click [OK].
  14. Validate "Form A" opens and displays as expected.
  15. Close the form.
  16. Validate a 'Confirmation' dialog stating: "Click to open 'Form B' and continue..." and click [OK].
  17. Validate the "Form B" opens and displays as expected.
  18. Populate any required or desired fields.
  19. Click [Submit Note].
  20. Validate a 'Progress Notes' dialog stating: "Note Filed. Do you want to return to the Progress Notes form?" and click [No].
  21. Validate the user is taken back to the 'Discharge' form.
  22. Populate all required fields.
  23. Click [Submit].
  24. Validate the 'Episode Header' field reflects the discharge date entered in the previous steps.
  25. Clear the client.
Topics
• Form Designer • NX • Progress Notes (Group And Individual) • Scriptlink
AV-85698 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
  1. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  2. Select "No" in the 'Known Medication Allergies' field.
  3. Select "No" in the 'Known Food Allergies' field.
  4. Click [Update].
  5. Validate the 'Allergies and Hypersensitivities' grid is displayed.
  6. Click [New Row].
  7. Validate the current date displays as expected in the 'Date Recorded' field.
  8. Double click and enter desired value in the 'Allergen/Reactant' field.
  9. Click on the 'Date Recognized' field.
  10. Validate the 'Date Recognized' field is in focus, and a 'Search Results' dialog displays based on the value provided.
  11. Select any value from the 'Search Results' dialog.
  12. Validate the selected value displays in the 'Allergen/Reactant' field and the focus remains unchanged.
  13. Enter the desired date in the 'Date Recognized' field.
  14. Double click on 'Status' field and validate that the 'Status' dialog opens within the view.
  15. Select "Active" in the 'Status' field.
  16. Select any value in the 'Reaction Severity' field.
  17. Click [Save] and [Submit].
  18. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  19. Click [Update].
  20. Validate the 'Allergies and Hypersensitivities' grid contains the allergy filed in the previous steps.
  21. Select the record and click [Delete Row].
  22. Validate dialog stating "Allergies that have been saved previously cannot be deleted. Please update the 'Status' as appropriate."
  23. Click [OK].
  24. Select "Inactive" in the 'Status' field.
  25. Click [Save] and [Submit].
  26. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  27. Click [Update].
  28. Validate the 'Allergies and Hypersensitivities' grid contains the allergy with the "Inactive" status.
  29. Click [New Row].
  30. Validate the current date displays as expected in the 'Date Recorded' field.
  31. Double click and enter desired value in the 'Allergen/Reactant' field.
  32. Click on the 'Date Recognized' field.
  33. Validate the 'Date Recognized' field is in focus, and a 'Search Results' dialog displays based on the value provided.
  34. Select any value from the 'Search Results' dialog.
  35. Validate the selected value displays in the 'Allergen/Reactant' field and the focus remains unchanged.
  36. Enter the desired date in the 'Date Recognized' field.
  37. Select "Active" in the 'Status' field.
  38. Select any value in the 'Reaction Severity' field.
  39. Click [Delete Row].
  40. Click [Yes] and validate the newly added row is deleted.
  41. Click [Close/Cancel].
  42. Validate the 'Allergies and Hypersensitivities' grid contains the allergy with the "Inactive" status.
  43. Click [Close/Cancel] and close the form.
Topics
• Allergies and Hypersensitivities • NX
AV-86049 Summary | Details
The 'Clinical Notes Mapping' form
Scenario 1: Clinical Notes Mapping - Form Validations
Steps
  1. Access the 'Clinical Notes Mapping' form.
  2. Validate the 'Type of CCDA Document' field is displayed and contains the following values:
  3. Clinical Summary
  4. Progress Note
  5. Consultation Note
  6. History and Physical Note
  7. Discharge Summary
  8. Select the desired value in the 'Type of CCDA Document' field.
  9. Validate the 'Care Record Form To Map' field is displayed and contains the forms selected in the 'Flag Assessment Forms' form.
  10. Select the desired value in the 'Care Record Form To Map' field. For example, "Ambulatory Progress Notes".
  11. Validate the 'Note Type to Map' field is displayed. This field becomes enabled/required only when a progress note form is selected in the 'Care Record Form to Map' field.
  12. Select the desired value in the 'Note Type to Map' field.
  13. Validate the 'CCDA Document Title' field is displayed and contains the value selected in the 'Type of CCDA Document' field.
  14. Click on the help message for the 'Standard Sections To Include to CCD' field.
  15. Validate the help message contains the following:
  16. Allergies and Intolerances - Current active allergies at the time of note creation.
  17. Discharge Diagnosis - Primary discharge diagnosis at the time of note creation.
  18. Immunizations - Immunization history at the time of note creation.
  19. Lab Results - Any lab results with a 'Received Date' that is equal to 'Note Date'.
  20. Medical Equipment - Any implantable devices at the time of note creation.
  21. Medications - Current Home Medications at time of note creation.
  22. Problems - Any current and resolved problems at the time of note creation.
  23. Procedures - Procedures completed on the day of the visit.
  24. Social History - Social history completed on the day of the visit.
  25. Vital Signs - Any vitals captured on the day of note creation.
  26. Close the help message.
  27. Validate the 'Standard Sections To Include to CCD' field is displayed and contains the following values:
  28. Allergies and Intolerances
  29. Medical Equipment
  30. Social History
  31. Discharge Diagnosis
  32. Medications
  33. Vital Signs
  34. Immunizations
  35. Problems
  36. Results
  37. Procedures
  38. Select the desired value(s) in the 'Standard Sections To Include to CCD' field.
  39. Validate the 'This note is a MedNote Progress Note' field is displayed and contains the following values:
  40. Psychiatry
  41. Primary Care
  42. Select the desired value in the 'This note is a MedNote Progress Note' field.
  43. Validate the 'Enabled' field is displayed and contains the following values:
  44. Yes
  45. No
  46. Select the desired value in the 'Enabled' field.
  47. Validate the [Copy Mapping] button is displayed. This allows the user to copy mappings from one record to another if desired.
  48. Click [Copy Mapping].
  49. Validate a 'Copy Mapping' dialog is displayed and contains any existing mappings & a default mapping for MedNote.
  50. Click [Cancel].
  51. Validate the 'Field Settings' grid is displayed and contains the following columns:
  52. CCDA Field Name - the value selected here will determine what section will be populated in the 'ClinicalNoteFinalized' SDK event payload.
  53. Care Record Form/Assessment - This field includes the following:
  54. Forms selected in 'Flag Assessment Forms'
  55. The 'Health and Review of Systems' form
  56. Any defined assessment engine assessment tables
  57. The following SQL tables: 'SYSTEM.care_fabric_visit_follow_up', 'SYSTEM.care_fabric_visits', 'care_fabric_visit_referrals'
  58. Care Record Field Name - This field will include the field/column names according to the value selected in the 'Care Record Form/Assessment' field.
  59. Include Label with Text - When selected, the selected field label will be added in front of the value in the 'ClinicalNoteFinalized' SDK event payload.
  60. Click [New Row] in the 'Field Settings' grid.
  61. Add any desired mappings.
  62. Check off the checkbox in the 'Include Label with Text' field.
  63. Validate that the 'Remove Mapping' button is displayed.
  64. Validate the 'Display Mappings for 'Type of CCDA Document' field is displayed.
  65. Click [Submit] and [Yes] to return to form.
  66. Access Crystal Reports or other SQL Reporting Tool.
  67. Create a report using the SYSTEM.cw_clinical_notes_mapping' SQL table.
  68. Validate rows are displayed for the mappings filed in the previous steps.
  69. Navigate back to the 'Clinical Notes Mapping' form.
  70. Select the value filed in the previous steps in the 'Type of CCDA Document' field.
  71. Select the value filed in the previous steps in the 'CareRecord Form to Map' field.
  72. Select the value filed in the previous steps in the 'Note Type to Map' field.
  73. Validate that the 'Field Settings' grid is displayed with the previously filed data.
  74. Validate the 'Include Label with Text' checkbox is checked off.
  75. Validate that all other filed data populates accordingly.
  76. Click [Display Mappings for 'Type of CCDA Document'].
  77. Validate a report is displayed with the filed mapping.
  78. Close the report.
  79. Click [Remove Mapping].
  80. Validate a message is displayed stating: This will remove the mapping for the selected 'Type of CCDA Document' and 'CareRecord Form to Map'. Continue?
  81. Click [Yes].
  82. Validate a message is displayed stating: Removed.
  83. Click [OK] and validate the previously filed data is no longer displayed.
  84. Close the form.
  85. Access Crystal Reports or other SQL Reporting Tool.
  86. Refresh the report using the 'SYSTEM.cw_clinical_notes_mapping' SQL table.
  87. Validate the row(s) removed in the previous steps are no longer displayed.
  88. Close the report.
Topics
• Clinical Notes Mapping • NX
AV-86411 Summary | Details
Avatar NX - 'Practitioner Enrollment'
Internal Test Only
Topics
• NX
AV-88245 Summary | Details
Practitioner Credentials
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (PM)
  • Practitioner Category
  • Practitioner Enrollment
Scenario 1: Practitioner - Practitioner Credentials - Search Results
Specific Setup:

Dictionary Update: Staff File - (214) Practitioner Credential - has desired values.

Identify two practitioners to add credentials to.

Steps
  1. Open 'Practitioner Category'
  2. Enter the first staff member in 'Select Staff'.
  3. Select the desired search result.
  4. Select the desired 'Enrollment History'.
  5. Select the desired 'Category/Taxonomy'.
  6. Click [Practitioner Credentials].
  7. Select the desired value in 'Select Credentials'. Note the value.
  8. Click [OK].
  9. Click [Add Practitioner Categories].
  10. Click [OK].
  11. Submit the form.
  12. Search for the practitioner and verify that the dictionary code displays after the name and before the ID number.
  13. Open 'Practitioner Enrollment'.
  14. Enter the second staff member in 'Select Staff'.
  15. Select the desired search result.
  16. Select the 'Categories/Taxonomy' section.
  17. Select the desired 'Category/Taxonomy'.
  18. Click [Practitioner Credentials].
  19. Select the desired value in 'Select Credentials'. Note the value.
  20. Click [OK].
  21. Click [Add Practitioner Categories].
  22. Click [OK].
  23. Submit the form.
  24. Search for the practitioner and verify that the dictionary code displays after the name and before the ID number.
Topics
• Database Management
AV-89541 Summary | Details
OE NX - Order Entry Console (Orders This Episode and Admission Reconciliation sections) - Recalculate 'Days Supply' when 'Stop Date' is modified - external pharmacy mode
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Registry Settings (CWS)
Scenario 1: OE NX - Orders This Episode - Schedule IV - New, Reorder, Copy and Discontinue - Fax - external pharmacy mode
Specific Setup:
  • The ‘(524) Require Hours of Administration for Routine Orders’ extended attribute must be set to “Hours of Administration are not required for Routine orders.” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Hide Duration In OE Console (Orders This Episode) For External Pharmacy Mode' registry setting must be set to "Y".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode whose program and unit are not 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. Access the Order Entry Console for Client A.
  2. Set the 'New Order' field to "AMBIEN (ZOLPIDEM TARTRATE) 10 MG TABLET ORAL (Schedule IV)".
  3. Set the 'Dose' field to "1".
  4. Validate the 'Dose Unit' field contains "Tablet".
  5. Select "EVERY DAY" from the 'Freq' field.
  6. Select "Tablet" from the 'Dispense Qty Unit' field.
  7. Validate the 'Days Supply' contains "28".
  8. Set the 'Stop Date' to 97 days in the future from the current date.
  9. Validate the 'Refills' field contains "0".
  10. Validate the 'Days Supply' contains "97".
  11. Set the 'Stop Date' to 1 day in the future from the current date.
  12. Validate the 'Refills' field contains "0".
  13. Validate the 'Days Supply' contains "1".
  14. Set the 'Days Supply' field to "30".
  15. Click [Add to Scratchpad], [Final Review].
  16. Click 'Fax' and [Sign].
  17. Verify the new order is displayed in the 'Order grid'.
Scenario 2: Order Entry Console (Orders This Episode) - Copy and Modify - external pharmacy mode
Specific Setup:
  • The ‘(524) Require Hours of Administration for Routine Orders’ extended attribute must be set to “Hours of Administration are not required for Routine orders.” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Hide Duration In OE Console (Orders This Episode) For External Pharmacy Mode' registry setting must be set to "Y".
  • Please log out and back into the application
  • 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. Access the Order Entry Console for "Client A".
  2. Set the 'New Order' field to "Order Code A".
  3. Set the 'Dose' field to "1".
  4. Validate the 'Dose Unit' field contains "Capsule".
  5. Select "AS NEEDED" from the 'Freq' field.
  6. Select "Capsule" from the 'Dispense Qty Unit' field.
  7. Validate the 'Days Supply' contains "28".
  8. Set the 'Stop Date' to 97 days in the future from the current date.
  9. Validate the 'Refills' field contains "0".
  10. Validate the 'Days Supply' contains "97".
  11. Set the 'Stop Date' to 1 day in the future from the current date.
  12. Validate the 'Refills' field contains "0".
  13. Validate the 'Days Supply' contains "1".
  14. Set the 'Days Supply' field to "36".
  15. Click [Add to Scratchpad], [Final Review], and [Sign].
  16. Validate the new order is displayed in the 'Order grid'.
Scenario 3: OE NX - Admission Reconciliation - Default Dispense Quantity Unit - external pharmacy mode
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Hide Duration In OE Console (Orders This Episode) For External Pharmacy Mode' registry setting must be set to "Y".
  • Please log out and back into the application.
  • 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. Open the 'Order Code Setup' form.
  2. Select 'Edit Existing Code' from the 'Add/Edit Order Code' field.
  3. Set the 'Existing Order Code' field to any Pharmacy-type order code (Order Code A).
  4. Set the 'Default Dispense Quantity Unit' field to "Milliliter".
  5. Set the 'Default Dispense Quantity' field to "0.223".
  6. Click [Submit].
  7. Validate a message is displayed that states: "Submitting has completed. Do you wish to return to form?" and click [No].
  8. Access the Order Entry Console for "Client A".
  9. Click the 'Home Medications' tab.
  10. Check off the 'No Known Medications' and 'Medication history reviewed and completed for Episode #1' checkboxes.
  11. Click the 'Admission Reconciliation' tab.
  12. Search for and select "Order Code A" in the 'New Order' field.
  13. Validate the 'Dispense Qty' field contains "0.223".
  14. Validate the 'Dispense Qty Unit' field contains "Milliliter".
  15. Set the 'Dose' field to "2".
  16. Validate the 'Dose Unit' field contains "Capsule".
  17. Select "TWICE A DAY" from the 'Freq' field.
  18. Validate the 'Days Supply' contains "28".
  19. Set the 'Stop Date' to 97 days in the future from the current date.
  20. Validate the 'Refills' field contains "0".
  21. Validate the 'Days Supply' contains "97".
  22. Set the 'Stop Date' to 1 day in the future from the current date.
  23. Validate the 'Refills' field contains "0".
  24. Validate the 'Days Supply' contains "1".
  25. Set the 'Days Supply' field to "15".
  26. Validate the 'Dispense Qty' field contains "0.223".
  27. Validate the 'Dispense Qty Unit' field contains "Milliliter".
  28. Click [Add to Scratchpad], [Reconcile and Review], and [Sign].
  29. Validate the 'Admission Reconciliation' tab is in view-only mode.
Topics
• OE NX - POV • Order Entry Console
AV-90163 Summary | Details
Avatar NX - Progress Notes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
Scenario 1: Progress Notes (Group and Individual) - Autosave
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • The 'Autosave Interval in Seconds' registry setting must be set to "60".
  • 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. Access the 'Progress Notes (Group and Individual)' form.
  2. Search and select "Client A" from the 'Select Client' field.
  3. Enter the desired value in the 'Notes' field.
  4. Wait the 60 seconds for the Autosave to occur and click [Discard].
  5. Validate a 'Confirm Close' dialog stating: "Are you sure you want to Close without saving?" and click [Yes].
  6. Validate the form closes.
  7. Navigate to the 'All Documents' view and back to the myDay view.
  8. Access the 'Progress Notes (Group and Individual)' form.
  9. Select the entry from the previous steps from the 'Restore/Delete Backup Data' dialog and click [OK].
  10. Validate the 'Notes' field contains the value entered in the previous steps.
  11. Populate all required and desired fields.
  12. Quickly enter text into the 'Notes' field.
  13. Click [Backup] and [Discard].
  14. Validate a 'Confirm Close' dialog stating: "Are you sure you want to Close without saving?" and click [No].
  15. Navigate to the 'All Documents' view and then back to the open 'Progress Notes (Group and Individual)' form.
  16. Enter more text into the 'Notes' field.
  17. Click [Backup] and [Discard].
  18. Validate a 'Confirm Close' dialog stating: "Are you sure you want to Close without saving?" and click [Yes].
  19. Validate the form closes.
  20. Navigate to the myDay view.
  21. Access the 'Progress Notes (Group and Individual)' form.
  22. Search and select "Client A" from the 'Select Client' field.
  23. Populate any required and desired fields.
  24. Select "Draft" in the 'Draft/Final' field.
  25. Click [Submit Note].
  26. Validate a 'Progress Notes' dialog stating: "Note Files. Do you want to return to the Progress Notes form?"
  27. Wait two minutes.
  28. Click [No].
  29. Validate the form closes.
  30. Select "Client A" and navigate to the 'All Documents' view.
  31. Select 'All Forms'.
  32. Select "Progress Notes (Group and Individual)" from the 'Form Description' field.
  33. Validate the note is present and select it.
  34. Validate the note displays as expected in the 'Console Widget Viewer'.
Topics
• NX • Progress Notes
AV-90413 Summary | Details
CalOms Admission form-Fields populates respective value for dropdowns.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • App Dashboard
  • Cal-OMS Admission
  • Cal-OMS Submission
  • Crystal Report Viewer
  • Dynamic Form - Cal-OMS File Submission
  • Program Maintenance
  • Registry Settings (PM)
Scenario 1: 'Cal-OMS Admission' - Form Verification
Specific Setup:
  • Avatar Cal-PM Registry Setting 'Do Not Allow User To Continue Filing With Errors' may optionally be enabled/disabled
  • Client record eligible for Cal-OMS Admission record entry/edit
Steps
  1. Open Avatar Cal-PM 'Cal-OMS Admission' form.
  2. Select client/episode for Cal-OMS Admission entry (or select existing Cal-OMS Admission record for view/edit).
  3. Enter all required and desired data on the form.
  4. File the form.
  5. Return to the form and choose the admission record to Edit.
  6. Validate that all the filed data for the fields exist.
  7. Close form.
  8. Compile/ Print and Submit(Create File) the admission using the "Cal-OMS Submission" form.
Topics
• Cal-OMS • NX
AV-90476 Summary | Details
OE NX - Orders This Episode - My Favorites - Addl Instructions
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
Scenario 1: OE NX - Orders This Episode - My Favorites - Create an order with a 'Frequency Code' of "PRN" with a 'Default Duration (Doses)'.
Specific Setup:
  • Two frequency codes must exist. One that has administration hours of "09:00 AM", "03:00 PM", and "09:00 PM" (3 TIMES A DAY) and one that has a 'Routine or PRN (AS Needed)' equal to "PRN" and no administration hours. (AS NEEDED).
  • A pharmacy-type order code must have a 'Default Duration (Doses)' of "10" and must have "Yes" selected in the 'Allow Open-Ended Orders' field. (Order Code A)
  • A client must have an active inpatient episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click 'My Favorites'
  3. Validate the 'Favorites' dialog is displayed.
  4. Search for and select "CEFACLOR 250 MG CAPSULE ORAL" in the 'Order Search' field and click [Add to Favorites].
  5. Validate that "CEFACLOR 250 MG CAPSULE ORAL" is displayed in the list of 'Favorites'.
  6. Check the 'Select' checkbox for the "CEFACLOR 250 MG CAPSULE ORAL" order and click [Add to Scratchpad].
  7. Validate the order is displayed in the 'Scratchpad' with a red flag in the 'Action' column.
  8. Select the order in the 'Scratchpad'.
  9. Set the 'Dose' field to "1".
  10. Select "Capsule" in the 'Dose Unit' field.
  11. Select "3 TIMES A DAY" in the 'Freq' field.
  12. Validate the 'Duration' field contains "10" and that [Doses] is selected.
  13. Validate the 'Start Date' field contains the current date.
  14. Validate the 'Start Time' field contains the current time, which is after "09:00 AM" and before "03:00 PM".
  15. Validate the 'Stop Date' field contains a date that is 3 days in the future of the 'Start Date'.
  16. Validate the 'Stop Time' field contains "03:00 PM".
  17. Select "AS NEEDED" in the 'Freq' field.
  18. Validate the 'Duration' field contains "9".
  19. Validate that [Doses] is disabled and not selected.
  20. Validate the 'Stop Date' and 'Stop Time' fields do not contain values.
  21. Validate the 'Addl Instructions' field contains "Test special instructions".
  22. Click [Update Order] and [Sign].
  23. An 'Interaction' dialog may be displayed.
  24. If displayed override all interactions and click [Save Override and Exit].
  25. Validate the 'Order grid' contains an order for "CEFACLOR 250 MG ORAL CAPSULE 1 Capsule, AS NEEDED".
Scenario 2: OE NX - Non-Pharmacy - My Favorites - One Time Only with Give Initial Dose Now = "Yes"
Specific Setup:
  • The ‘(524) Require Hours of Administration for Routine Orders’ extended attribute must be set to “Hours of Administration are not required for Routine orders” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
  • Please log out of the application and log back in after completing the above configuration.
  • A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code A)
  • 'Routine or PRN(As Needed) = "Routine"
  • 'One Time Only' = "Yes"
  • 'Times/24 Hours' = "1"
  • 'Interval Frequency' = "No"
  • 'Daily Administration' = "Daily"
  • 'Default to Give Initial Dose Now' = "Yes"
  • A therapy type order code must exist. (Order Code A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" in the 'New Order' field.
  3. Set the 'Frequency' field to "Frequency Code A".
  4. Validate the 'Start Date' field is enabled and contains the current date.
  5. Validate the 'Start Time' field is enabled and contains the current time.
  6. Set the 'Duration' field to any value and click [Days].
  7. Validate the 'Addl Instructions' field contains "Test special instructions".
  8. Click the [Star] next to 'My Favorites'.
  9. Click [Refresh Orders].
  10. Click 'My Favorites', select "Order Code A", and click [Add to Scratchpad].
  11. Select the order in the 'Scratchpad'.
  12. Validate the 'Start Date' field is enabled and contains the current date.
  13. Validate the 'Start Time' field is enabled and contains the current time.
  14. Validate the 'Addl Instructions' field contains "Test special instructions".
  15. Click [Sign].
  16. Validate the 'Order grid' contains the order for "Order Code A".
Topics
• NX • Order Entry Console
AV-91417 Summary | Details
Avatar NX - My Clients
Scenario 1: Validate the 'Recent Clients' list functionality
Specific Setup:
  • A user must be defined and logged in (User A).
  • "User A" must be associated to a user role (Role A).
  • The 'RADplus->Database Management->Client Lookup->->->Enable enhanced caseload management from the 'Clients and Data' widget' registry setting must be set to "Role A".
  • Please log out of the application and log back in after completing the above configuration.
  • Four clients must have active episodes not part of "User A's" caseload. (Client A, Client B, Client C, and Client D).
Steps
  1. Search for and select “Client A” in the ‘Search Clients’ field of the ‘My Clients’ widget.
  2. Access any form within the application for “Client A”.
  3. Close the form.
  4. Validate that "Client A" is displayed under 'Recent Clients'.
  5. Right click “Client A” and select [Remove From List].
  6. Validate that the 'Recent Clients' list does not contain "Client A".
  7. Search for and select “Client B” in the ‘Search Clients’ field of the ‘My Clients’ widget.
  8. Access any form within the application for “Client B”.
  9. Close the form.
  10. Validate that “Client B” displays in the ‘Recent Clients’ list.
  11. Search for and select “Client C” in the ‘Search Clients’ field of the ‘My Clients’ widget.
  12. Access any form within the application for “Client C”.
  13. Close the form.
  14. Validate that “Client B” and “Client C” display in the ‘Recent Clients’ list.
  15. Right click “Client B” and select [Remove From List].
  16. Validate that “Client B” is not displayed in the ‘Recent Clients’ list.
  17. Right click “Client C” and select [Remove From List].
  18. Validate that “Client C” is not displayed in the ‘Recent Clients’ list.
  19. Search for and select “Client D” in the ‘Search Clients’ field of the ‘My Clients’ widget.
  20. Access any form within the application for “Client D”.
  21. Close the form.
  22. Validate that “Client D” displays in the ‘Recent Clients’ list.
  23. Right click “Client D” and select [Remove From List].
  24. Validate that “Client D” is not displayed in the ‘Recent Clients’ list.
  25. Access the ‘Admission’ form.
  26. Fill out all required fields and click [Submit]. This will be "Client E".
  27. Validate that “Client E” displays in the ‘Recent Clients’ list.
  28. Access the ‘Team Definition’ form.
  29. Set the 'Team ID' field to "PT1".
  30. Set the 'Team Description' field to "Physician Team 1".
  31. Select "Yes" In the 'Active' field.
  32. Select "Yes" in the 'Physician Team' field.
  33. Select "Yes" in the 'Team Accepts Consult Orders' field.
  34. Click [Select Users].
  35. Select "User A" and click [OK].
  36. Select "No" in the 'Disable Adding Clients to Caseload' field.
  37. Select "No" in the 'Use Team Finalizer as Default Supervisor for Document Routing' field.
  38. Validate the 'Team Information' field contains "User A"
  39. Select the ‘Individual Client Assignment’ section.
  40. Click [Add New Item].
  41. Search for and select “Client E” in the ‘Client ID’ field.
  42. Select the ‘Team Definition’ section and click [File].
  43. Validate a "Filed" message is displayed and click [OK].
  44. Close the form.
  45. Validate that “Client E” displays in the ‘My Clients’ widget.
  46. Right click "Client E" and select [Remove From Physician Team].
  47. Access the ‘Team Definition’ form.
  48. Click [Select Team].
  49. Select “PT1 (Physician Team Test)” in the ‘Select one of the following’ field and click [OK].
  50. Select the ‘Individual Client Assignment’ section.
  51. Validate that “Client E” no longer displays in the ‘Individual Client Assignment’ grid.
  52. Close the form.
Scenario 2: NX - 'My Clients' and 'Recent Clients' Functionality
Specific Setup:
  • Three user must be defined (User A), (User B) and (User C).
  • "User A" has a small number of clients in their caseload.
  • "User B" has a large number of clients in their caseload.
  • "User C" should have none or few clients in their caseload.
  • "User A" must be associated to a user role (Role A).
  • The 'Enable enhanced caseload management from the 'Clients and Data' widget' registry setting must be set to "Role A".
  • Please log out of the application and log back in after completing the above configuration.
  • Multiple clients must have active episodes (Client A and Client B).
  • "Client B" must be part of "User A's" caseload.
  • "Client A" must be part of "User B's" caseload.
Steps
  1. Login as "User A".
  2. Scroll from top to bottom of the 'My Clients' field and validate the scrolling is smooth.
  3. Search and select "Client A" in the 'What can I help you find?' field.
  4. Validate "Client A" is added in the 'Recent Client' field and displays highlighted with a green bar to show client in context.
  5. Validate "Client A" is in context in the client header.
  6. Deselect "Client A".
  7. Validate "Client A" still displays in the 'Recent Clients' field but is no longer in context.
  8. Select "Client A" and validate the additional field displays at the top of the 'Recent Clients' field.
  9. Right click on "Client A" and select "Add to My Caseload".
  10. Validate a field is added at the top of the 'My Clients' field and displays "Client A" in context with a green bar.
  11. Right click on "Client A" in the 'My Clients' field and select "Remove From My Caseload".
  12. Validate "Client A" is no longer displayed under 'My Clients' and is also removed from context in the client header.
  13. Select "Client B" from the 'My Clients' field.
  14. Validate "Client B" displays at the top of 'My Clients' with a green bar and also in context in the client header.
  15. Right click on "Client B" and select "Remove From My Caseload".
  16. Validate "Client B" is no longer in context but is still part of the 'My Clients' field.
  17. Logout.
  18. Login as "User B".
  19. Scroll from top to bottom of the 'My Clients' field and validate the scrolling is smooth.
  20. Select "Client A" from 'My Clients' field.
  21. Validate "Client A" displays at the top of 'My Clients' with a green bar and also in context in the client header.
  22. Access the 'Progress Notes (Group and Individual)' form.
  23. Validate "Client A" is no longer highlighted in green under the 'My Clients' field.
  24. Validate "Client A" displays in the 'Select Client' field.
  25. Navigate to the myDay view.
  26. Validate the "Client A" displays with a green bar under the 'My Clients' field and is also in context in the client header.
  27. Navigate to the open 'Progress Notes (Group and Individual)' form.
  28. Click [Discard].
  29. Logout.
  30. Login as "User C".
  31. Validate no scroll bar displays in the 'My Clients' field.
  32. Logout.
Topics
• My Clients • NX
AV-91423 Summary | Details
Avatar NX - System Templates
Internal Test Only
Topics
n/a
AV-91684 Summary | Details
Avatar NX - 'All Documents' widget
Scenario 1: 'All Documents' Widget - Verification of 'New Record' Display
Specific Setup:
  • Registry Setting 'RADplus->General->-Enable Documentation Views' must be enabled.
  • A Documentation View containing the 'Primary All Documents' widget and 'Console Widget Viewer' must exist and assigned to a users view ('All Documents' View).
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and navigate to the 'All Documents' view.
  2. Select the 'All Forms' section.
  3. Increase the browser zoom level.
  4. Click [New Record].
  5. Validate the ability to scroll through the 'New Record' list of forms.
  6. Reset the browser zoom to the desired level.
  7. Select "Medical Note" from the 'New Record' field.
  8. Fill out any required and desired fields.
  9. Select "Draft" in the 'Draft/Final' field.
  10. Click [Submit].
  11. Refresh the 'All Documents' widget.
  12. Select the 'All Forms' field.
  13. Select "Medical Note" from the 'Form Description' field.
  14. Validate the 'Medical Note' record displays.
  15. Select the 'Medical Note' and click [Open].
  16. Select "Final" in the 'Draft/Final' field.
  17. Click [Submit].
  18. Refresh the 'All Documents' widget.
  19. Select the 'All Forms' field.
  20. Select "Medical Note" from the 'Form Description' field.
  21. Validate the 'Medical Note' record displays.
  22. Select the 'Medical Note' and click [Open].
  23. Validate an Error dialog stating: "This note cannot be edited in this manner."
  24. Click [OK].
  25. Validate the user is returned to the 'All Documents' view.
Topics
• All Documents Widget • NX
AV-91739 Summary | Details
Avatar NX - '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 the desired letter and validate the search results display as expected.
  4. Validate the 'Pagination' is displayed as expected.
  5. Enter "Client A" in the 'Select Client' field.
  6. Select "All" in the 'Episode' field.
  7. Enter the desired dates in the 'Start' and 'End' fields.
  8. Click [Process].
  9. Take note of the number of results returned.
  10. Navigate back to the 'Search' section.
  11. Clear out the 'Start' and 'End' fields.
  12. Click [Process].
  13. Validate more results are returned then before.
  14. Select the desired document in the 'Search Results' field.
  15. Click to view the document.
  16. Validate document data is displayed.
  17. Click [Close All Documents].
  18. Navigate back to the "Search" section.
  19. Click [Close].
  20. Access the 'Clinical Document Viewer' form.
  21. Select "Individual" in the 'Select All or Individual Client' field.
  22. Enter "Client A" in the 'Select Client' field.
  23. Select "All" in the 'Episode' field.
  24. Select "Final" in the 'Document Status' field.
  25. Click [Process].
  26. Validate only documents with a "Final" status display.
  27. Scroll to the bottom of the table.
  28. Select the "View" checkbox of the last record and validate the user is not moved to the top of the page.
  29. Click [View].
  30. Validate document data is displayed as expected.
  31. Click [Close All Documents].
  32. Select the "Print" checkbox of the last record and validate the user is not moved to the top of the page.
  33. Click [Print Selected].
  34. Validate a print dialog displays the document as expected.
  35. Click [Cancel].
  36. Navigate back to the "Search" section.
  37. Click [Close].
Topics
• Clinical Document Viewer • NX
AV-91771 Summary | Details
Avatar NX - 'Compliance Status' widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Individual Progress Note
  • Treatment Plan
Scenario 1: Avatar NX - 'Compliance Status' widget - Progress Indicator
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • "Client A" must not have any treatment plan or progress notes filed.
  • The 'Compliance Status' widget must be configured on the myDay view.
  • Compliance Rules must be set up for the following forms using the 'Compliance Rule Definition' form:
  • 'Treatment Plan' with a rule frequency of "At Least Once per Episode"
  • 'Individual Progress Note' with a rule frequency of "At Least Once per Episode"
  • The 'Compliance Status' widget should have below mentioned pre-configured form links:
  • Treatment Plan
  • Individual Progress Notes
Steps
  1. Navigate to the 'Compliance Status' widget.
  2. Validate the 'Progress Indicator' displays with 0%.
  3. Select "Client A".
  4. Validate the widget displays links for the 'Treatment Plan' and 'Individual Progress Note' forms with the 'Days Until Out of Compliance'.
  5. Click the "Individual Progress Note" link.
  6. Validate the 'Individual Progress Note' form opens and displays as expected.
  7. Populate all required and desired fields.
  8. Select "Draft" in the 'Draft/Final' field.
  9. Click [Submit Note].
  10. Validate a 'Progress Notes' dialog stating: "Not Filed. Do you want to return to the Progress Notes form?" and click [No].
  11. Navigate to the 'Compliance Status' widget.
  12. Validate the 'Progress Indicator' updates to display "50%" and the 'Individual Progress Note' is now in compliance.
  13. Click the "Treatment Plan" link.
  14. Validate the 'Treatment Plan' form opens and displays as expected.
  15. Populate all required and desired fields.
  16. Select "Draft" in the 'Treatment Plan Status' field.
  17. Click [Submit].
  18. Navigate to the 'Compliance Status' widget.
  19. Validate the 'Progress Indicator' updates to display "100%" and the 'Treatment Plan' is now in compliance.
Topics
• 'Compliance Status' widget • NX • Progress Notes • Treatment Plan
AV-91794 Summary | Details
Avatar NX - My Favorites
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Clinical Document Viewer
  • Progress Notes (Group and Individual)
Scenario 1: My Favorites - Validate the 'Favorites Editor' functionality
Specific Setup:
  • The logged in user must have access to the 'Admission' form (User A).
  • A user modeled form must be defined (Form A).
  • "User A" has various forms, including "Form A" assigned in their 'My Favorites' menu.
Steps
  1. Open the 'My Favorites' menu.
  2. Validate the menu displays as expected.
  3. Click [Edit Favorites].
  4. Validate the 'Favorites Editor' displays.
  5. Enter and select "Admission" from the 'What can I help you find?' field.
  6. Validate the 'Admission' form displays in the list.
  7. Find "Form A" in the list and click [Edit].
  8. Enter "Form A Edit" and click [Save].
  9. Validate the "Form A Edit" displays in the list and click [Save].
  10. Open the 'My Favorites' menu.
  11. Click [Admission].
  12. Enter the desired values and click [Search].
  13. Click [New Client].
  14. Populate all required fields for the new client and click [Submit].
  15. Open the 'My Favorites' menu.
  16. Click [Admission - Undocked].
  17. Validate the 'Admission' pre-display opens undocked for the newly admitted client.
  18. Click [Cancel].
  19. Open the 'My Favorites' menu.
  20. Click [Form A Edit].
  21. Validate the form displays as expected.
  22. Close the form.
  23. Logout.
  24. Login as "User A".
  25. Open the 'My Favorites' menu.
  26. Validate the menu displays as expected.
  27. Click [Edit Favorites].
  28. Delete the 'Admission' form.
  29. Validate the 'Favorites Editor' dialog does not contain "Admission".
  30. Click [Save].
  31. Open the 'My Favorites' menu.
  32. Validate the menu displays as expected.
Scenario 2: NX - My Activity - Validate 'My Favorites'
Specific Setup:
  • The logged in user should not have any favorites configured under 'My Favorites'.
  • "User A" must have access to below mentioned forms:
  • Admission
  • Progress Notes (Group and Individual)
  • Ambulatory Progress Notes
  • Clinical Document Viewer
Steps
  1. Open the 'My Activity' menu.
  2. Click the star icon to access the 'My Favorites' tab.
  3. Validate the menu displays as expected.
  4. Click [Edit Favorites].
  5. Validate the 'Favorites Editor' displays.
  6. Click [Add Folder].
  7. Validate a "New Folder" is created as expected.
  8. Click [Edit].
  9. Enter "Admission Group" in the name field and click [Save].
  10. Enter "Admission" in the 'What can I help you find?' field.
  11. Select "Admission" and validate the form is added in the 'Favorites Editor' page.
  12. Drag and drop the 'Admission' form into the 'Admission Group' folder.
  13. Expand the 'Admission Group' folder and validate the form displays as expected in the folder.
  14. Click [Save].
  15. Validate the Favorites displays as expected in the 'My Activity' menu.
  16. Click [Edit Favorites].
  17. Click [Add Folder].
  18. Validate a "New Folder" is created below 'Admission Group' as expected.
  19. Click [Edit].
  20. Enter "Progress Notes" in the name field and click [Save].
  21. Enter "Progress Notes (Group and Individual)" in the 'What can I help you find?' field.
  22. Select "Progress Notes (Group and Individual)" and validate the form is added in the 'Favorites Editor' page.
  23. Enter "Ambulatory Progress Notes" in the 'What can I help you find?' field.
  24. Select "Ambulatory Progress Notes" and validate the form is added in the 'Favorites Editor' page.
  25. Drag and drop the 'Progress Notes (Group and Individual)' and 'Ambulatory Progress Notes' forms into the 'Progress Notes' folder.
  26. Expand the 'Progress Notes' folder and validate both forms display as expected in the folder.
  27. Enter "Clinical Document Viewer" in the 'What can I help you find?' field.
  28. Select "Clinical Document Viewer" and validate the form is added in the 'Favorites Editor' page.
  29. Click [Save].
  30. Validate the Favorites displays as expected in the 'My Activity' menu.
  31. Click [Admission].
  32. Validate form starts to load.
  33. Click [Progress Notes (Group and Individual)].
  34. Validate when the previous form is not completely open, a popup is displayed stating "Opening multiple forms simultaneously is not permitted".
  35. Click [Cancel] on the 'Admission' form.
  36. Click [Progress Notes (Group and Individual)].
  37. Validate the form opens and displays as expected.
  38. Click [Clinical Document Viewer].
  39. Validate the form opens and displays as expected.
  40. Click [Close].
  41. Click [Close All Open Forms].
  42. Validate a 'Confirm' dialog stating: "Are you sure you want to close all open forms?" and click [Yes].
  43. Undock each form under 'My Favorites' tab and validate all the forms open undocked without any issue.
  44. Close all undocked forms.
  45. Open the 'My Favorites' menu.
  46. Validate all the folders and forms display as expected.
  47. Close the 'My Favorites' menu.
  48. Click [Edit Favorites].
  49. Click [Delete] next to the desired form.
  50. Validate the form is deleted as expected.
  51. Click [Save].
  52. Validate the deleted form is no longer visible in the 'My Favorites' tab.
  53. Click [Edit Favorites].
  54. Click [Delete] next to the desired folder.
  55. Validate the folder is deleted as expected.
  56. Click [Save].
  57. Validate the deleted folder is no longer visible in the 'My Favorites' tab.
  58. Logout.
  59. Login as "User A".
  60. Open the 'My Favorites' menu.
  61. Validate all the folders and forms display as expected.
  62. Close the 'My Favorites' menu.
  63. Open the 'My Activity' menu and access the 'My Favorites' tab.
  64. Validate all the folders and forms display as expected.
Topics
• Admission • My Favorites • NX
AV-92110 Summary | Details
Avatar NX - 'Did You Know?' widget
Scenario 1: Avatar NX - Validate the 'Did You Know?' widget
Specific Setup:
  • A client must be enrolled in an episode (Client A).
  • The 'Did You Know?' widget must be configured on the myDay view.
  • An additional associated view must be configured for the user (View A).
Steps
  1. Login and validate the 'Did You Know?' widget is visible on the myDay view.
  2. Validate the 'Did You Know?' widget by default displays a tip.
  3. Select "Client A" from the 'My Clients' list.
  4. Validate the 'Did You Know?' widget does not refresh.
  5. Navigate to "View A" and then back to the myDay view.
  6. Validate the 'Did You Know?' widget does not refresh.
  7. Click [Next Tip].
  8. Validate the widget displays a new tip.
  9. Continue clicking [Next Tip] and validate the widget displays a new tip, as expected.
Topics
• NX • Widgets
AV-92227 Summary | Details
Payment Acknowledgement
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (PM)
  • Payment Acknowledgement
  • Posting/Adjustment Codes Definition
  • Registry Settings (PM)
  • Service Codes
Scenario 1: Payment Acknowledgement - Post Payment Accounting Entry / Reverse Payment Accounting Entry
Specific Setup:
  • Registry Setting:
  • ‘Avatar PM->Billing->Remittance Processing->->->Enable Payment Acknowledgement’ has a ‘Registry Setting Value’ of ‘Y’.
  • "Avatar PM->Billing->Remittance Processing->->->Prevent Posting Payments Unless Payment has been Acknowledged" has a 'Registry Setting Value that contains '7'
  • Dictionary Update:
  • Other Table Files: (5521) Program - contains dictionary codes and dictionary values.
  • Other Table Files: (5522) Account - contains dictionary codes, dictionary values and extended dictionary values.
  • Other Table Files: (9712) Payment Acknowledgement Type – extended dictionary values have been added to the locked dictionary.
  • Posting/Adjustment Codes Definitions: Definitions exist for ‘Payment’.
  • The definitions may have a value in the ‘Payment Acknowledgement Type’ field.
  • All ‘Payment’ definitions will be available in the ‘Payment Acknowledgement’ form.
  • Clients:
  • Identify clients with and without a self-pay balance due. Note the balance due amounts.
  • Note the 'Treatment Setting' of the client's program.
Steps
  1. Open the ‘Payment Acknowledgement’ form.
  2. Verify that ‘Action’ defaults to ‘New’.
  3. Verify that ‘Transaction Number’ is read-only.
  4. Verify that ‘Entered By’ is read-only and defaults to the signed-in user.
  5. Enter the desired value in ‘Batch Number’.
  6. Select the desired ‘Posting Code’. All payment posting codes will be displayed.
  7. Enter the desired value in ‘Check/EFT Number’.
  8. Enter the desired value in ‘Amount’.
  9. Select the desired ‘Guarantor’. If a ‘Self-Pay' guarantor is selected, the ‘Client’ field will be enabled.
  10. Enter the desired value in ‘Name/Source’.
  11. Enter the desired value in ‘Client’, if enabled. The field is only available for ‘Self-Pay' guarantors.
  12. Enter the desired value in ‘Check/EFT Date’. Note the date cannot be a future date.
  13. Enter the desired value in ‘Receipt Date’. Note the date cannot be before the ‘Check/EFT Date’,
  14. Enter the desired value in ‘Deposit Date’. Note the date cannot be before the ‘Check/EFT Date’ or the ‘Receipt Date’.
  15. Select the desired ‘Treatment Service’.
  16. Select the desired ‘Category’. Inactive dictionary codes will not display in this field.
  17. Enter the desired value in ‘Bank Ref #’.
  18. Enter the desired value in ‘Comments’.
  19. Click [File].
  20. Verify that the ‘Payment Acknowledgement’ message is received and states the following: Filed successfully. The Transaction Number is 6. Do you need to continue to Post Payment Accounting Entry? Note: The Transaction Number’ increments by one number with each filing.
  21. Click [Yes] to continue to the Post Payment Accounting Entry section or [No] to remain in the ‘Payment Acknowledgement’ section.
  22. If [Yes] was clicked, go to step 30.
  23. If [No] was clicked, select ‘Edit or View’ in ‘Action, which will enable the ‘Payment Acknowledgement Search’ section.
  24. Enter data from the filed ‘Payment Acknowledgement’ into the desired search fields. The ’Transaction Number’ and ‘Batch Number’ are specific to only one ‘Payment Acknowledgement’. The following fields may return results for more than one ‘Payment Acknowledgement’ when applicable: ‘Client’, ‘Guarantor’, ‘Amount Type’, ‘Check/EFT #’, ‘Check/EFT From Date’, ‘Check/EFT To Date’, ‘Deposit From Date’, and ‘Deposit To Date’.
  25. Click [Search].
  26. Select the desired item in the ‘Payment Acknowledgement’ grid.
  27. Click [OK] to continue or [Cancel] to end the search. Click [OK].
  28. The following ‘Payment Acknowledgement’ displays: Do you need to continue to Post Payment Accounting Entry?
  29. Click [Yes].
  30. Validate that the grid is not enabled.
  31. Click [New Row] in ‘Post Payment Accounting Entry’.
  32. Validate that the grid becomes enabled.
  33. Select the desired ‘Treatment Service’. It will default if filed in the ‘Payment Acknowledgement’.
  34. Select the desired ‘Program’. This is from ‘Other Table Files: (5521) Program’, not a program in ‘Program Maintenance’.
  35. Select the desired ‘Account’.
  36. Select the desired ‘Amount’. If the amount is an even dollar amount such as $500.00, enter '500' and validate that the field displays as '500.00'.
  37. Validate that the ‘Posting Code; defaulted from the ‘Payment Acknowledgment’.
  38. Select the desired ‘Posting Date’. Note the date cannot be before the ‘Check/EFT Date’, the ‘Receipt Date’, or the ‘Deposit Date’.
  39. If desired, enter a ‘Comment’.
  40. Validate that the ‘Posting Summary’ is correct.
  41. If desired, click [New Row] and repeat the steps.
  42. If desired, click [Delete Row]. A ‘Confirm Delete’ message will be displayed. Select the desired value.
  43. Click [File].
  44. The following ‘Payment Acknowledgement’ displays: Filed successfully. Do you need to continue with Post Payment Accounting Entry?
  45. Click [Yes].
  46. Click the ‘Reverse’ checkbox in one row of the ‘Post Payment Accounting Entry’.
  47. Enter desired ‘Reversal Reason’.
  48. Click [Reverse].
  49. Validate that a message is received stating: Reversal Posting Date is required.
  50. Enter a ‘Reversal Posting Date’ that is on or after the ‘Posting Date’.
  51. Click [Reverse].
  52. Validate that a new row was added to the ‘Post Payment Accounting Entry’ grid and that it mirrors the row that was selected to reverse, except for ‘Amount’ displays in parentheses, indicating a negative amount. The ‘Comment’ for the new row will contain the ‘Reversal Reason’.
  53. Attempt to reverse the row that was previously reversed. Validate that a message is received that states: Rows selected to reverse that are already reversed: xx – where xx is the row number.
  54. If desired, add a new row to post an additional payment.
  55. Close the form.
Scenario 2: Payment Acknowledgement - Editing Comments
Specific Setup:
  • Registry Setting:
  • ‘Avatar PM->Billing->Remittance Processing->->->Enable Payment Acknowledgement’ has a ‘Registry Setting Value’ of ‘Y’.
  • "Avatar PM->Billing->Remittance Processing->->->Prevent Posting Payments Unless Payment has been Acknowledged" has a 'Registry Setting Value that contains '7'
  • Dictionary Update:
  • Other Table Files: (5521) Program - contains dictionary codes and dictionary values.
  • Other Table Files: (5522) Account - contains dictionary codes, dictionary values, and extended dictionary values.
  • Other Table Files: (9712) Payment Acknowledgement Type – extended dictionary values have been added to the locked dictionary.
  • Posting/Adjustment Codes Definitions: Definitions exist for ‘Payment’.
  • The definitions may have a value in the ‘Payment Acknowledgement Type’ field.
  • All ‘Payment’ definitions will be available in the ‘Payment Acknowledgement’ form.
  • Clients:
  • Identify clients with and without a self pat balance. Note the balance due amounts.
  • Note the 'Treatment Setting' of the client's program.
Steps
  1. Open the ‘Payment Acknowledgement’ form.
  2. Verify that ‘Action’ defaults to ‘New’.
  3. Verify that ‘Transaction Number’ is read-only.
  4. Verify that ‘Entered By’ is read-only and defaults to the signed-in user.
  5. Enter the desired value in ‘Batch Number’.
  6. Select the desired ‘Posting Code’. All payment posting codes will be displayed.
  7. Enter the desired value in ‘Check/EFT Number’.
  8. Enter the desired value in ‘Amount’.
  9. Select the desired ‘Guarantor’. If a ‘Self-Pay' guarantor is selected, the ‘Client’ field will be enabled.
  10. Enter the desired value in ‘Name/Source’.
  11. Enter the desired value in ‘Client’, if enabled. The field is only available for ‘Self-Pay' guarantors.
  12. Enter the desired value in ‘Check/EFT Date’. Note the date cannot be a future date.
  13. Enter the desired value in ‘Receipt Date’. Note the date cannot be before the ‘Check/EFT Date’,
  14. Enter the desired value in ‘Deposit Date’. Note the date cannot be before the ‘Check/EFT Date’ or the ‘Receipt Date’.
  15. Select the desired ‘Treatment Service’.
  16. Select the desired ‘Category’. Inactive dictionary codes will not display in this field.
  17. Enter the desired value in ‘Bank Ref #’.
  18. Enter the desired value in ‘Comments’.
  19. Click [File].
  20. Verify that the ‘Payment Acknowledgement’ message is received and states the following: Filed successfully. The Transaction Number is 6. Do you need to continue to Post Payment Accounting Entry? Note: The Transaction Number’ increments by one number with each filing.
  21. Click [Yes] to continue to the Post Payment Accounting Entry section or [No] to remain in the ‘Payment Acknowledgement’ section.
  22. If [Yes] was clicked, go to step 36.
  23. If [No] was clicked, select ‘Edit or View’ in ‘Action, which will enable the ‘Payment Acknowledgement Search’ section.
  24. Enter data from the filed ‘Payment Acknowledgement’ into the desired search fields. The ’Transaction Number’ and ‘Batch Number’ are specific to only one ‘Payment Acknowledgement’. The following fields may return results for more than one ‘Payment Acknowledgement’ when applicable: ‘Client’, ‘Guarantor’, ‘Amount Type’, ‘Check/EFT #’, ‘Check/EFT From Date’, ‘Check/EFT To Date’, ‘Deposit From Date’, and ‘Deposit To Date’.
  25. Click [Search].
  26. Select the desired item in the ‘Payment Acknowledgement’ grid.
  27. Click [OK] to continue or [Cancel] to end the search. Click [OK].
  28. The following ‘Payment Acknowledgement’ displays: Do you need to continue to Post Payment Accounting Entry?
  29. Click [Yes].
  30. Validate that the 'Comments' field under the first section is enabled.
  31. Validate that the correct value is being populated for the 'Comments' box.
  32. Update the value in the 'Comments' box.
  33. Click [File].
  34. Click [Yes] to continue to the Post Payment Accounting Entry section or [No] to remain in the ‘Payment Acknowledgement’ section.
  35. Select [Yes]
  36. Validate that the grid is not enabled.
  37. Click [New Row] in ‘Post Payment Accounting Entry’.
  38. Validate that the grid becomes enabled.
  39. Select the desired ‘Treatment Service’. It will default if filed in the ‘Payment Acknowledgement’.
  40. Select the desired ‘Program’. This is from ‘Other Table Files: (5521) Program’, not a program in ‘Program Maintenance’.
  41. Select the desired ‘Account’.
  42. Select the desired ‘Amount’. If the amount is an even dollar amount such as $500.00, enter '500' and validate that the field displays as '500.00'.
  43. Validate that the ‘Posting Code; defaulted from the ‘Payment Acknowledgment’.
  44. Select the desired ‘Posting Date’. Note the date cannot be before the ‘Check/EFT Date’, the ‘Receipt Date’, or the ‘Deposit Date’.
  45. Enter a ‘Comment’.
  46. Validate that the ‘Posting Summary’ is correct.
  47. Click [New Row] in ‘Post Payment Accounting Entry’.
  48. Validate that the grid becomes enabled.
  49. Select the desired ‘Treatment Service’. It will default if filed in the ‘Payment Acknowledgement’.
  50. Select the desired ‘Program’. This is from ‘Other Table Files: (5521) Program’, not a program in ‘Program Maintenance’.
  51. Select the desired ‘Account’.
  52. Try Entering a negative value for the 'Amount' field.
  53. Validate that the user is not allowed to enter a negative value and see the appropriate error popup message.
  54. Select the desired ‘Amount’. If the amount is an even dollar amount such as $500.00, enter '500' and validate that the field displays as '500.00'.
  55. Validate that the ‘Posting Code; defaulted from the ‘Payment Acknowledgment’.
  56. Select the desired ‘Posting Date’. Note the date cannot be before the ‘Check/EFT Date’, the ‘Receipt Date’, or the ‘Deposit Date’.
  57. If desired, enter a ‘Comment’.
  58. Validate that the ‘Posting Summary’ is correct. (Even though the entered/shown amount is a positive value, based on the Posting code type the amount value should be shown as a negative one in the 'Posting Summary')
  59. If desired, click [New Row] and repeat the steps.
  60. If desired, click [Delete Row]. A ‘Confirm Delete’ message will be displayed. Select the desired value.
  61. Click [File].
  62. The following ‘Payment Acknowledgement’ displays: Filed successfully. Do you need to continue with Post Payment Accounting Entry?
  63. Click [No].
  64. Select ‘Edit or View’ in ‘Action, which will enable the ‘Payment Acknowledgement Search’ section.
  65. Enter data from the filed ‘Payment Acknowledgement’ into the desired search fields. The ’Transaction Number’ and ‘Batch Number’ are specific to only one ‘Payment Acknowledgement’. The following fields may return results for more than one ‘Payment Acknowledgement’ when applicable: ‘Client’, ‘Guarantor’, ‘Amount Type’, ‘Check/EFT #’, ‘Check/EFT From Date’, ‘Check/EFT To Date’, ‘Deposit From Date’, and ‘Deposit To Date’.
  66. Click [Search].
  67. Select the desired item in the ‘Payment Acknowledgement’ grid.
  68. Click [OK] to continue or [Cancel] to end the search. Click [OK].
  69. Validate that the 'Comments' field under the first section is enabled.
  70. Validate that the correct value is being populated for the 'Comments' box.
  71. Delete the values in the 'Comments' box and make it empty.
  72. Click [File].
  73. Click [Yes] to continue to the Post Payment Accounting Entry section or [No] to remain in the ‘Payment Acknowledgement’ section.
  74. Select [No]
  75. Select ‘Edit or View’ in ‘Action, which will enable the ‘Payment Acknowledgement Search’ section.
  76. Enter data from the filed ‘Payment Acknowledgement’ into the desired search fields. The ’Transaction Number’ and ‘Batch Number’ are specific to only one ‘Payment Acknowledgement’. The following fields may return results for more than one ‘Payment Acknowledgement’ when applicable: ‘Client’, ‘Guarantor’, ‘Amount Type’, ‘Check/EFT #’, ‘Check/EFT From Date’, ‘Check/EFT To Date’, ‘Deposit From Date’, and ‘Deposit To Date’.
  77. Click [Search].
  78. Select the desired item in the ‘Payment Acknowledgement’ grid.
  79. Click [OK] to continue or [Cancel] to end the search. Click [OK].
  80. The following ‘Payment Acknowledgement’ displays: Do you need to continue to Post Payment Accounting Entry?
  81. Click [Yes].
  82. Validate that the 'Comments' field under the first section is enabled.
  83. Validate that the correct value is being populated for the 'Comments' box.
  84. Close the form.
  85. Select the PM namespace.
  86. Identify desired database and SQL table - SYSTEM.billing_pay_adj_history
  87. Query 'select * from SYSTEM.billing_pay_adj_historySELECT * FROM "SYSTEM".pay_ack_post_pay_acc_ent' for the desired transaction_number.
  88. Validate that all the instances filed for the Post Payment Accounting Entry are shown in the table.
  89. Validate that the ID cell contains the correct information.
  90. Validate that the account_value cell is equal to the PATID set up in the setup section.
  91. Validate that the comments column contains the correct respective value.
  92. Validate that the data_entry_by column contains the correct respective value.
  93. Validate that the data_entry_date column contains the correct respective value.
  94. Validate that the data_entry_time column contains the correct respective value.
  95. Validate that the data_entry_user_id column contains the correct respective value.
  96. Validate that the data_entry_user_name column contains the correct respective value.
  97. Validate that the option_desc column contains the correct respective value.
  98. Validate the option_id column equal to 'RemittanceProcWidget'.
  99. Validate that the payment_amount column contains the correct respective value.
  100. Validate that the payment_type_code column is equal to 'PAYMENT'.
  101. Validate that the payment_type_value column contains the correct respective value.
  102. Validate that the posting_date column contains the correct respective value.
  103. Validate that the program_code column contains the correct respective value.
  104. Validate that the program_value column contains the correct respective value.
  105. Validate that the transaction_number column contains the correct respective value.
  106. Close the SQL data viewer.
Topics
• NX • Payment Acknowledgement
AV-92237 Summary | Details
Widget - form launch links
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Discharge
  • Family Entity User Modeled Form
  • Performing Provider Supplemental Data
  • Practitioner Enrollment
  • Progress Notes (Group and Individual)
Scenario 1: Validate data in Widgets enabled with "Enhanced Widget View" functionality
Specific Setup:
  • Have four widgets created in either "Widget Definition" or "Widget Wizard" with prompt "Enhanced Widget View" set to "Yes"
  • [WidgetA] is a widget created for a "Client" entity based form [TestForm], for example the "Admission" form
  • [WidgetB] is a widget created for a "Staff" entity based form [TestForm], for example the "Practitioner Enrollment" form
  • [WidgetC] is a widget created for a "Family" entity based form [TestForm], for example a "Family" entity based modeled form
  • [WidgetD] is a widget created for a " Provider" entity based form [TestForm], for example a "Provider" entity based modeled form
  • A row of data [TestRow], has been submitted in each [TestForm] used in the prior step
Steps
  1. At the home view, select [TestClient]
  2. Navigate to [WidgetA], "Client" entity based widget
  3. Validate [WidgetA] is populated with the expected column data filed in [TestRow]
  4. Click the column with highlighted data link
  5. Validate [TestForm] is launched and contains the expected data filed in [TestRow]
  6. Submit or just close the form
  7. Navigate to [WidgetB], the "Staff" entity based widget
  8. Validate [WidgetB] is populated with the expected column data filed in [TestRow]
  9. Click the column with highlighted data link
  10. Validate [TestForm] is launched and contains the expected data filed in [TestRow]
  11. Submit or just close the form
  12. Navigate to [WidgetC], the "Family" entity based widget
  13. Validate [WidgetC] is populated with the expected column data filed in [TestRow]
  14. Click the column with highlighted data link
  15. Validate [TestForm] is launched and contains the expected data filed in [TestRow]
  16. Submit or just close the form
  17. Navigate to [WidgetD], the "Provider" entity based widget
  18. Validate [WidgetD] is populated with the expected column data filed in [TestRow]
  19. Click the column with highlighted data link
  20. Validate [TestForm] is launched and contains the expected data filed in [TestRow]
  21. Submit or just close the form
Topics
• Widgets
AV-92278 Summary | Details
OE NX - Orders This Episode and Admission Reconciliation - Sliding Scale Insulin orders
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 Entry Console
Scenario 1: OE NX - Order This Episode - Sliding Scale Insulin Orders with information in the Sliding Scale Insulin Instructions dialog - Additional Instructions
Specific Setup:
  • A Sliding Scale Insulin Template must exist. (High Blood Sugar)
  • A pharmacy-type order code must have the 'Enable Sliding Scale Insulin Instructions' checkbox checked. (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. Click [Sliding Scale Instructions].
  4. Select "High Blood Sugar" in the 'Template' field.
  5. Validate the grid is populated with the information pertaining to the template selected and click [Save].
  6. Populate all remaining required fields.
  7. Validate the 'Instructions' field is disabled.
  8. Validate the 'Addl Instructions' field is disabled and contains the information in the template selected.
  9. Validate the [My Favorites - Star] is disabled.
  10. Click [Add to Scratchpad].
  11. Validate the order is displayed in the 'Scratchpad'.
  12. Select the order in the 'Scratchpad'.
  13. Validate the 'Instructions' field is disabled.
  14. Validate the 'Addl Instructions' field is disabled and contains the information in the template selected.
  15. Click [Cancel Update] and [Final Review].
  16. Validate the 'Final Review' dialog is displayed.
  17. Select "None" in the 'Output' field and click [Sign].
  18. Validate the new order for "Order Code A" is displayed in the 'Order grid'.
  19. Select the order and click [Copy].
  20. Validate a message is displayed stating: "Do you want the new order to default to START AFTER the original orders end? (The alternative is to have the new order default to start now.)" and click [No].
  21. Validate the 'Instructions' field is disabled.
  22. Validate the 'Addl Instructions' field is disabled and contains the information in the template selected.
  23. Click [Add to Scratchpad] and [Final Review].
  24. Validate an 'Interaction' dialog is displayed.
  25. Override all interactions and click [Save Override and Exit].
  26. Validate the 'Final Review' dialog is displayed.
  27. Select "None" in the 'Output' field and click [Sign].
  28. Validate the two orders for "Order Code A" are displayed in the 'Order grid'.
  29. Select the first order and click [Modify].
  30. Validate the 'Instructions' field is disabled.
  31. Validate the 'Addl Instructions' field is disabled and contains the information in the template selected.
  32. Set the 'Start Date' field to a date that will make the 'Stop Date' of the order within the next 4 days.
  33. Click [Add to Scratchpad] and [Final Review].
  34. Validate an 'Interaction' dialog is displayed.
  35. Override all interactions and click [Save Override and Exit].
  36. Validate the 'Final Review' dialog is displayed.
  37. Select "None" in the 'Output' field and click [Sign].
  38. Validate the two orders for "Order Code A" are displayed in the 'Order grid'.
  39. Select the first order and click [Reorder].
  40. Validate the 'Instructions' field is disabled.
  41. Validate the 'Addl Instructions' field is disabled and contains the information in the template selected.
  42. Click [Add to Scratchpad] and [Final Review].
  43. Validate an 'Interaction' dialog is displayed.
  44. Override all interactions and click [Save Override and Exit].
  45. Validate the 'Final Review' dialog is displayed.
  46. Select "None" in the 'Output' field and click [Sign].
  47. Validate there are 3 orders for "Order Code A" in the 'Order grid'.
Scenario 2: OE NX - Admission Reconciliation - Sliding Scale Insulin Orders with information in the Sliding Scale Insulin Instructions dialog - Additional Instructions
Specific Setup:
  • A Sliding Scale Insulin Template must exist. (High Blood Sugar)
  • A pharmacy-type order code must have the 'Enable Sliding Scale Insulin Instructions' checkbox checked. (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. Select the 'Home Medications' tab.
  3. Check the 'No Known Medications' checkbox and the 'Medication history reviewed and completed for Episode #1' checkbox.
  4. Click the 'Admission Reconciliation' tab.
  5. Search for and select "Order Code A" in the 'New Order' field.
  6. Click [Sliding Scale Instructions].
  7. Select "High Blood Sugar" in the 'Template' field.
  8. Validate the grid is populated with the information pertaining to the template selected and click [Save].
  9. Populate all remaining required fields.
  10. Validate the 'Instructions' field is disabled.
  11. Validate the 'Addl Instructions' field is disabled and contains the information in the template selected.
  12. Click [Add to Scratchpad].
  13. Select the order in the 'Inpatient Medications Scratchpad'.
  14. Validate the 'Instructions' field is disabled.
  15. Validate the 'Addl Instructions' field is disabled and contains the information in the template selected.
  16. Click [Restart Reconciliation].
Topics
• Order Entry Console
AV-92322 Summary | Details
Avatar NX - Client Dashboard
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HomeView.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
  1. Access the 'Scheduling Calendar' form.
  2. Right click in any available time slot and click [Add Appointment].
  3. Enter the desired value in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select the desired episode in the 'Episode Number' field.
  6. Select the desired value in the 'Program' field.
  7. Click [Submit].
  8. Validate the 'Appointment Grid' contains the appointment created in the previous steps.
  9. Click [Dismiss].
  10. Access the 'Coming In Today' widget.
  11. Validate the appointment for "Client A" is displayed.
  12. Expand the appointment and validate the 'Payment' region displays as expected.
  13. Validate the [Not Present] exists.
  14. Click [Not Present].
  15. Validate a message is displayed stating: Change status to "Checked In"? This action cannot be undone.
  16. Click [Yes].
  17. Validate the client's address displays as expected.
  18. Click [Chart].
  19. Validate the 'Client Dashboard' launches and displays as expected.
  20. Click [Close].
  21. Undock the 'Coming In Today' widget.
  22. Validate the appointment for "Client A" is displayed.
  23. Validate the client's address displays as expected.
  24. Click [Chart].
  25. Validate the 'Client Dashboard' launches and displays as expected.
  26. Click [Close].
  27. Access the 'Scheduling Calendar' form.
  28. Validate the appointment for "Client A" has been checked in.
  29. Click [Dismiss].
  30. Access the 'Coming In Today' widget.
  31. Validate the [Currently Checked In] exists.
  32. Select desired value in the 'Payment Type' field.
  33. Select the desired value in the 'Payment Location' field.
  34. Enter the desired value in the '$' field.
  35. Enter the desired value in the '#' field.
  36. Click [Paid] and validate a message is displayed stating: 'Payment has been applied'.
  37. Click [OK]
  38. Click [Currently Checked In].
  39. Validate a message is displayed stating: Change status to "Currently in Treatment"? This action cannot be undone.
  40. Click [Yes].
  41. Validate the 'Payment' region is updated and displays as expected.
  42. Validate the [Currently in Treatment] exists.
  43. Click [Currently in Treatment].
  44. Validate a message is displayed stating: Change status to "Checked Out"? This action cannot be undone.
  45. Click [Yes].
  46. Validate the 'Checked Out' button is disabled.
  47. Access the 'Scheduling Calendar' form.
  48. Validate the appointment for "Client A" has been checked out.
  49. Click [Dismiss].
Scenario 2: Avatar NX - Client Dashboard
Specific Setup:
  • The 'Coming in Today' widget must be visible from the myDay view.
  • A client must be enrolled in an existing episode and have an appointment scheduled for the current date (Client A).
  • A client must be defined in the user's caseload (Client B).
  • An additional associated view must be configured (View A).
Steps
  1. Navigate to the 'Coming In Today' widget.
  2. Validate the appointment for "Client A" displays and expand it.
  3. Check "Yes" in the 'Missed Visit' field.
  4. Validate 'Service Code' field is required.
  5. Select the desired missed visit service code in the 'Service Code' field.
  6. Enter any value in the 'Notes' field.
  7. Select "Client B" from the 'My Clients' list.
  8. Launch the client dashboard for "Client B".
  9. Validate the dashboard opens and displays as expected.
  10. Click [Close].
  11. Navigate to "View A" and back to the myDay view.
  12. Navigate to the 'Coming In Today' widget.
  13. Validate the expanded appointment for "Client A" retains the data entered in the previous steps.
  14. Click the "Chart" link.
  15. Validate the client dashboard for "Client A" opens and displays as expected.
  16. Click [Close].
Topics
• 'Coming In Today' widget • NX • Scheduling Calendar
AV-92543 Summary | Details
Avatar NX - Landscape Orientation
Internal Test Only
Topics
n/a
AV-92544 Summary | Details
Avatar NX - iPad Layout
Internal Test Only
Topics
n/a
AV-92646 Summary | Details
OE NX - Orders This Episode - SSI Order
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 Entry Console
Scenario 1: OE NX - Order This Episode - Sliding Scale Insulin Orders with information in the Sliding Scale Insulin Instructions dialog - Additional Instructions
Specific Setup:
  • A Sliding Scale Insulin Template must exist. (High Blood Sugar)
  • A pharmacy-type order code must have the 'Enable Sliding Scale Insulin Instructions' checkbox checked. (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. Click [Sliding Scale Instructions].
  4. Select "High Blood Sugar" in the 'Template' field.
  5. Validate the grid is populated with the information pertaining to the template selected and click [Save].
  6. Populate all remaining required fields.
  7. Validate the 'Instructions' field is disabled.
  8. Validate the 'Addl Instructions' field is disabled and contains the information in the template selected.
  9. Validate the [My Favorites - Star] is disabled.
  10. Click [Add to Scratchpad].
  11. Validate the order is displayed in the 'Scratchpad'.
  12. Select the order in the 'Scratchpad'.
  13. Validate the 'Instructions' field is disabled.
  14. Validate the 'Addl Instructions' field is disabled and contains the information in the template selected.
  15. Click [Cancel Update] and [Final Review].
  16. Validate the 'Final Review' dialog is displayed.
  17. Select "None" in the 'Output' field and click [Sign].
  18. Validate the new order for "Order Code A" is displayed in the 'Order grid'.
  19. Select the order and click [Copy].
  20. Validate a message is displayed stating: "Do you want the new order to default to START AFTER the original orders end? (The alternative is to have the new order default to start now.)" and click [No].
  21. Validate the 'Instructions' field is disabled.
  22. Validate the 'Addl Instructions' field is disabled and contains the information in the template selected.
  23. Click [Add to Scratchpad] and [Final Review].
  24. Validate an 'Interaction' dialog is displayed.
  25. Override all interactions and click [Save Override and Exit].
  26. Validate the 'Final Review' dialog is displayed.
  27. Select "None" in the 'Output' field and click [Sign].
  28. Validate the two orders for "Order Code A" are displayed in the 'Order grid'.
  29. Select the first order and click [Modify].
  30. Validate the 'Instructions' field is disabled.
  31. Validate the 'Addl Instructions' field is disabled and contains the information in the template selected.
  32. Set the 'Start Date' field to a date that will make the 'Stop Date' of the order within the next 4 days.
  33. Click [Add to Scratchpad] and [Final Review].
  34. Validate an 'Interaction' dialog is displayed.
  35. Override all interactions and click [Save Override and Exit].
  36. Validate the 'Final Review' dialog is displayed.
  37. Select "None" in the 'Output' field and click [Sign].
  38. Validate the two orders for "Order Code A" are displayed in the 'Order grid'.
  39. Select the first order and click [Reorder].
  40. Validate the 'Instructions' field is disabled.
  41. Validate the 'Addl Instructions' field is disabled and contains the information in the template selected.
  42. Click [Add to Scratchpad] and [Final Review].
  43. Validate an 'Interaction' dialog is displayed.
  44. Override all interactions and click [Save Override and Exit].
  45. Validate the 'Final Review' dialog is displayed.
  46. Select "None" in the 'Output' field and click [Sign].
  47. Validate there are 3 orders for "Order Code A" in the 'Order grid'.
Scenario 2: OE NX - Admission Reconciliation - Sliding Scale Insulin Orders with information in the Sliding Scale Insulin Instructions dialog - Additional Instructions
Specific Setup:
  • A Sliding Scale Insulin Template must exist. (High Blood Sugar)
  • A pharmacy-type order code must have the 'Enable Sliding Scale Insulin Instructions' checkbox checked. (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. Select the 'Home Medications' tab.
  3. Check the 'No Known Medications' checkbox and the 'Medication history reviewed and completed for Episode #1' checkbox.
  4. Click the 'Admission Reconciliation' tab.
  5. Search for and select "Order Code A" in the 'New Order' field.
  6. Click [Sliding Scale Instructions].
  7. Select "High Blood Sugar" in the 'Template' field.
  8. Validate the grid is populated with the information pertaining to the template selected and click [Save].
  9. Populate all remaining required fields.
  10. Validate the 'Instructions' field is disabled.
  11. Validate the 'Addl Instructions' field is disabled and contains the information in the template selected.
  12. Click [Add to Scratchpad].
  13. Select the order in the 'Inpatient Medications Scratchpad'.
  14. Validate the 'Instructions' field is disabled.
  15. Validate the 'Addl Instructions' field is disabled and contains the information in the template selected.
  16. Click [Restart Reconciliation].
Topics
• Order Entry Console

Avatar_NX_Update_2023.10.00_Details.csv